feat(dds): batch run preview on its own page, runs popup, projected GLs in approvals

- Generate opens the run on /organization/dds-batch-processing/run/:id with a back arrow,
  Post and Discard beside the figures, agent-wise table, View popup and CSV export; the
  table scrolls inside the page. A posted, running or failed run opens there read-only
- Batch screen lists generated-but-unposted runs as buttons to reopen them; Previous runs
  moved into a popup with status and job chips, search, date range, pagination, row
  detail and export; posting progress is followed from the run status
- Shared helpers for job names, money and agent grouping
- Approval review shows, for a calculation run, the entries its matching Posting run will
  book, marked "when posted"

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

src/app/core/http/cache.interceptor.ts

@@ -59,7 +59,10 @@ export class CacheInterceptor implements HttpInterceptor {
     '/notes',
     // The ALM maturity breakdown counts deposits and loans as of the date asked and reads the bank's
     // own bucket edges from the query; a cached copy would show another date's or another setting's figures.
-    '/almreturn'
+    '/almreturn',
+    // The Approvals badge: a stream that stays open for minutes and a count that moves with every request raised or
+    // actioned. A copy of either is of no use, and the stream must never be held by anything but its own caller.
+    '/approvals/counts'
   ];
 
   private isCacheable(url: string): boolean {
@@ -93,18 +96,22 @@ export class CacheInterceptor implements HttpInterceptor {
         // Create new response to avoid side-effects
         subscriber.next(new HttpResponse(cachedData as Object));
         subscriber.complete();
-      } else {
+        return undefined;
-        next.handle(request).subscribe(
-          (event) => {
-            if (environment.httpCacheEnabled && event instanceof HttpResponse) {
-              this.httpCacheService.setCacheData(request.urlWithParams, event);
-            }
-            subscriber.next(event);
-          },
-          (error) => subscriber.error(error),
-          () => subscriber.complete()
-        );
       }
+      const inner = next.handle(request).subscribe(
+        (event) => {
+          if (environment.httpCacheEnabled && event instanceof HttpResponse) {
+            this.httpCacheService.setCacheData(request.urlWithParams, event);
+          }
+          subscriber.next(event);
+        },
+        (error) => subscriber.error(error),
+        () => subscriber.complete()
+      );
+      // The request is cancelled when its caller walks away (a page is left, a screen is closed). The inner request has to
+      // be cancelled with it: left to run, it kept its connection open. A browser holds about six per site, so a few
+      // streams that were let go but never closed filled them and every later request waited in the queue.
+      return () => inner.unsubscribe();
     });
   }
 }

src/app/core/route/route-reusable-strategy.ts

@@ -9,6 +9,7 @@
 /** Angular Imports */
 import { ActivatedRouteSnapshot, DetachedRouteHandle, RouteReuseStrategy } from '@angular/router';
 import { Injectable } from '@angular/core';
+import { ShellComponent } from '../shell/shell.component';
 
 /**
  * A route strategy allowing for explicit route reuse.
@@ -31,7 +32,22 @@ export class RouteReusableStrategy extends RouteReuseStrategy {
     return null;
   }
 
+  /**
+   * Every feature module registers its own copy of the shell route (Route.withShell), so two pages in different modules
+   * sit under two different shell routes. Treated as different, a click from one module into another destroyed the
+   * shell and built a new one: the menu bar vanished until it had loaded again, and the shell's own calls (menu access,
+   * notifications, business date, the approval stream) went out again on every such click. The shell is the same
+   * component whichever module it wraps, so it is kept: only the page inside it changes, until a hard refresh.
+   */
   public shouldReuseRoute(future: ActivatedRouteSnapshot, curr: ActivatedRouteSnapshot): boolean {
-    return future.routeConfig === curr.routeConfig || future.data.reuse;
+    return (
+      future.routeConfig === curr.routeConfig ||
+      future.data.reuse ||
+      (RouteReusableStrategy.isShell(future) && RouteReusableStrategy.isShell(curr))
+    );
+  }
+
+  private static isShell(route: ActivatedRouteSnapshot): boolean {
+    return route.routeConfig?.component === ShellComponent;
   }
 }

src/app/core/shell/shell.component.ts

@@ -81,8 +81,9 @@ export class ShellComponent implements OnInit, OnDestroy {
     .pipe(map((result) => result.matches));
   /** Sets the initial state of sidenav as collapsed. Not collapsed if false. */
   sidenavCollapsed = true;
-  /** Progress bar mode. */
+  /** Progress bar mode. It starts from what is running right now: the template shows the bar for anything that is not
-  progressBarMode: string;
+   *  'none', so an empty start left it running until some request happened to finish. */
+  progressBarMode: string = this.progressBarService.getRequestsRunning() > 0 ? 'indeterminate' : 'none';
   /** Subscription to progress bar. */
   progressBar$: Subscription;
   /** Hides nav/sidebar for full-screen cashier routes. */

src/app/deposits/daily-transaction-entry/apply-dds-receipt-dialog/apply-dds-receipt-dialog.component.scss

@@ -56,12 +56,13 @@
   flex-shrink: 0;
 }
 
+// A ticked day or voucher, in the screen's own green rather than the shared sheet's blue.
 .option-picked {
-  border-color: #2563eb !important;
+  border-color: #0f766e !important;
-  background: #eff6ff !important;
+  background: #e6f4ee !important;
 
   .option-check {
-    color: #2563eb;
+    color: #0f766e;
   }
 }
 
@@ -93,3 +94,76 @@
   border-radius: 6px;
   background: #f8fafc;
 }
+
+// ── Compact density ──────────────────────────────────────────────────────────────────────────────────
+// A step smaller than the sheet it shares, for this screen only: the shared sheet is sized in rem for
+// Apply Additional Shares and is left alone, so the whole dialog is scaled here instead. Nothing in it
+// is an overlay, so the scaling cannot throw a popup out of place.
+.dialog-wrapper {
+  zoom: 0.88;
+}
+
+// ── The Daily Transaction screen's colours ───────────────────────────────────────────────────────────
+// The shared sheet is indigo and blue, for Apply Additional Shares. This dialog opens from a screen
+// drawn in green and teal, so it takes that palette here - the shared sheet is left as it is, and these
+// rules only state what differs from it.
+$page-teal: #0f766e;
+$page-dark: #0f4f3c;
+$page-soft: #e6f4ee;
+$page-border: #b7ddd0;
+
+.dialog-header {
+  background: linear-gradient(135deg, $page-dark 0%, $page-teal 70%, #1f7a5c 100%);
+}
+
+.sc-card {
+  border-color: $page-border;
+}
+
+.slot-step {
+  background: linear-gradient(135deg, $page-dark 0%, $page-teal 100%);
+}
+
+.slot-search {
+  border-color: $page-border;
+  background: $page-soft;
+  color: $page-teal;
+
+  &:hover {
+    background: $page-teal;
+    border-color: $page-teal;
+    color: #fff;
+    box-shadow: 0 2px 8px rgb(15 118 110 / 25%);
+  }
+}
+
+.option {
+  &:hover {
+    border-color: $page-teal;
+    background: $page-soft;
+    box-shadow: 0 2px 6px rgb(15 118 110 / 10%);
+  }
+
+  &:hover .option-radio {
+    border-color: $page-teal;
+  }
+}
+
+.option-info:hover {
+  color: $page-teal;
+  border-color: $page-teal;
+  background: $page-soft;
+}
+
+.gl-table tbody tr:hover {
+  background: $page-soft;
+}
+
+.dialog-actions [mat-flat-button][color='primary']:not([disabled]) {
+  background: linear-gradient(135deg, $page-teal 0%, $page-dark 100%) !important;
+  box-shadow: 0 2px 8px rgb(15 118 110 / 28%) !important;
+
+  &:hover {
+    box-shadow: 0 4px 14px rgb(15 118 110 / 40%) !important;
+  }
+}

src/app/deposits/daily-transaction-entry/collections-dialog/collections-dialog.component.html

@@ -0,0 +1,78 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="cd">
+  <div class="cd-head">
+    <span class="cd-head__ic"><i class="fas fa-list"></i></span>
+    <div class="cd-head__text">
+      <h2>Collections up to {{ data.dateText }}</h2>
+      <p>{{ data.agentName }} - written down and not yet handed in</p>
+    </div>
+    <button mat-stroked-button type="button" class="cd-refresh" (click)="refresh()">
+      <i class="fas fa-sync"></i> Refresh
+    </button>
+    <button type="button" class="cd-close" (click)="close()" aria-label="Close"><i class="fas fa-times"></i></button>
+  </div>
+
+  <div class="cd-body">
+    @if (data.loading()) {
+      <p class="cd-empty">Reading this agent's entries...</p>
+    } @else if (entries.length === 0) {
+      <p class="cd-empty">{{ data.agentName }} has nothing outstanding up to this date.</p>
+    } @else {
+      <div class="cd-table">
+        <div class="cd-row cd-row--head">
+          <span class="cd-date">Date</span>
+          <span class="cd-code">Party</span>
+          <span class="cd-name">Name</span>
+          <span class="cd-mode">Mode</span>
+          <span class="cd-amount">Amount</span>
+        </div>
+        @for (entry of pageEntries; track entry.id) {
+          <!-- Clicking a line closes this and shows that party on the screen. -->
+          <div class="cd-row" (click)="pick(entry)" title="Show this party's account">
+            <span class="cd-date">{{ entry.entryDate | dateFormat }}</span>
+            <span class="cd-code">{{ entry.partyCode }}</span>
+            <span class="cd-name">{{ entry.partyName }}</span>
+            <span class="cd-mode"
+              ><span class="cd-chip">{{ entry.transactionMode }}</span>
+              @if (entry.advanceDays) {
+                <small>{{ entry.advanceDays }}d advance</small>
+              }
+              @if (entry.arrearsDays) {
+                <small>{{ entry.arrearsDays }}d previous</small>
+              }
+            </span>
+            <span class="cd-amount">{{ entry.amount | number: '1.2-2' }}</span>
+          </div>
+        }
+      </div>
+
+      <div class="cd-total">
+        <span>{{ entries.length }} {{ entries.length === 1 ? 'entry' : 'entries' }}</span>
+        <strong>{{ data.total() | number: '1.2-2' }}</strong>
+      </div>
+
+      <p class="cd-note">
+        The cash and its receipts are under Agent Tran. Click a line to see that customer's account.
+      </p>
+    }
+  </div>
+
+  @if (entries.length > 0) {
+    <mat-paginator
+      class="cd-paginator"
+      [length]="entries.length"
+      [pageSize]="pageSize"
+      [pageIndex]="pageIndex"
+      [pageSizeOptions]="pageSizeOptions"
+      (page)="onPage($event)"
+      showFirstLastButtons
+    ></mat-paginator>
+  }
+</div>

src/app/deposits/daily-transaction-entry/collections-dialog/collections-dialog.component.scss

@@ -0,0 +1,235 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+$primary: #0f766e;
+$primary-dark: #0f4f3c;
+$primary-light: #e6f4ee;
+$border: #e2e8f0;
+$text-dark: #0f172a;
+$text-mid: #475569;
+$text-soft: #94a3b8;
+
+:host {
+  display: block;
+}
+
+// Small type throughout: this is a list to read down, and a page of it should fit the window.
+.cd {
+  display: flex;
+  flex-direction: column;
+  max-height: 86vh;
+  font-size: 12.5px;
+  color: $text-dark;
+}
+
+.cd-head {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 12px 16px;
+  border-bottom: 1px solid $border;
+
+  &__ic {
+    display: grid;
+    place-items: center;
+    flex: 0 0 auto;
+    width: 30px;
+    height: 30px;
+    border-radius: 9px;
+    background: $primary-light;
+    color: $primary-dark;
+    font-size: 13px;
+  }
+
+  &__text {
+    flex: 1;
+    min-width: 0;
+
+    h2 {
+      margin: 0;
+      font-size: 14px;
+      font-weight: 700;
+    }
+
+    p {
+      margin: 1px 0 0;
+      font-size: 11.5px;
+      color: $text-mid;
+    }
+  }
+}
+
+.cd-refresh {
+  height: 30px;
+  padding: 0 12px;
+  font-size: 12px;
+  color: $primary;
+}
+
+.cd-close {
+  display: grid;
+  place-items: center;
+  width: 28px;
+  height: 28px;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: $text-mid;
+  cursor: pointer;
+
+  &:hover {
+    background: #f1f5f9;
+  }
+}
+
+.cd-body {
+  flex: 1;
+  min-height: 0;
+  padding: 10px 16px 6px;
+  overflow-y: auto;
+}
+
+.cd-empty {
+  margin: 8px 0;
+  padding: 16px;
+  border: 1.5px dashed #cbd5e1;
+  border-radius: 10px;
+  background: #f8fafc;
+  color: $text-mid;
+  text-align: center;
+}
+
+.cd-table {
+  border: 1px solid $border;
+  border-radius: 10px;
+  overflow: hidden;
+}
+
+.cd-row {
+  display: grid;
+  grid-template-columns: 112px 78px minmax(0, 1fr) 120px 92px;
+  align-items: center;
+  gap: 10px;
+  padding: 7px 12px;
+  border-bottom: 1px solid #eef2f6;
+  cursor: pointer;
+
+  &:last-child {
+    border-bottom: 0;
+  }
+
+  &:hover {
+    background: #f0fdf9;
+  }
+
+  &--head {
+    cursor: default;
+    background: #f1f5f9;
+    font-size: 10.5px;
+    font-weight: 700;
+    letter-spacing: 0.05em;
+    text-transform: uppercase;
+    color: $text-soft;
+
+    &:hover {
+      background: #f1f5f9;
+    }
+  }
+}
+
+.cd-date {
+  color: $text-mid;
+  font-variant-numeric: tabular-nums;
+}
+
+.cd-code {
+  font-weight: 700;
+  color: $primary-dark;
+  font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', Consolas, monospace;
+  font-size: 12px;
+}
+
+.cd-name {
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.cd-mode {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  flex-wrap: wrap;
+
+  small {
+    font-size: 10.5px;
+    color: $text-mid;
+  }
+}
+
+.cd-chip {
+  padding: 1px 8px;
+  border-radius: 999px;
+  background: #eef2ff;
+  color: #3730a3;
+  font-size: 10.5px;
+  font-weight: 600;
+  letter-spacing: 0.04em;
+  text-transform: uppercase;
+}
+
+.cd-amount {
+  text-align: right;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+}
+
+.cd-total {
+  display: flex;
+  justify-content: flex-end;
+  align-items: baseline;
+  gap: 12px;
+  margin-top: 8px;
+  padding: 8px 12px;
+  border-radius: 8px;
+  background: $primary-light;
+  color: $text-mid;
+
+  strong {
+    font-size: 15px;
+    color: $primary-dark;
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+.cd-note {
+  margin: 8px 2px 4px;
+  font-size: 11.5px;
+  color: $text-soft;
+}
+
+.cd-paginator {
+  flex: 0 0 auto;
+  border-top: 1px solid $border;
+  font-size: 12px;
+
+  --mat-paginator-container-text-size: 12px;
+  --mat-paginator-container-size: 44px;
+  --mat-paginator-form-field-container-height: 30px;
+  --mat-paginator-form-field-container-vertical-padding: 3px;
+}
+
+@media (width <= 640px) {
+  .cd-row {
+    grid-template-columns: 90px 70px minmax(0, 1fr) 80px;
+
+    .cd-mode {
+      display: none;
+    }
+  }
+}

src/app/deposits/daily-transaction-entry/collections-dialog/collections-dialog.component.ts

@@ -0,0 +1,93 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
+import { MatButtonModule } from '@angular/material/button';
+import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
+import { DateFormatPipe } from 'app/pipes/date-format.pipe';
+
+/**
+ * What the dialog is given. The entries are read through functions rather than copied in, so a Refresh
+ * on the screen behind - which reloads the list - shows here as soon as it arrives.
+ */
+export interface CollectionsDialogData {
+  agentName: string;
+  /** The day the list runs up to, already worded for a reader. */
+  dateText: string;
+  entries: () => any[];
+  total: () => number;
+  loading: () => boolean;
+  refresh: () => void;
+}
+
+/**
+ * Everything the agent wrote down and has not handed in yet, up to the chosen day, customer by
+ * customer - the list the clerk counts a bag of cash against.
+ *
+ * It lives in a window, paged, rather than down the page: a round can run to hundreds of lines, and
+ * the screen behind it has a good deal more to show. A line can be clicked to see that customer's
+ * account on the screen; the dialog closes with the entry picked.
+ */
+@Component({
+  selector: 'mifosx-dds-collections-dialog',
+  standalone: true,
+  templateUrl: './collections-dialog.component.html',
+  styleUrls: ['./collections-dialog.component.scss'],
+  imports: [
+    CommonModule,
+    MatDialogModule,
+    MatButtonModule,
+    MatPaginatorModule,
+    DateFormatPipe
+  ]
+})
+export class CollectionsDialogComponent {
+  readonly data = inject<CollectionsDialogData>(MAT_DIALOG_DATA);
+  private dialogRef = inject(MatDialogRef<CollectionsDialogComponent>);
+
+  readonly pageSizeOptions = [
+    10,
+    25,
+    50,
+    100
+  ];
+  pageIndex = 0;
+  pageSize = 10;
+
+  get entries(): any[] {
+    return this.data.entries() || [];
+  }
+
+  /** The lines on the page being looked at. */
+  get pageEntries(): any[] {
+    const start = this.pageIndex * this.pageSize;
+    return this.entries.slice(start, start + this.pageSize);
+  }
+
+  onPage(event: PageEvent): void {
+    this.pageIndex = event.pageIndex;
+    this.pageSize = event.pageSize;
+  }
+
+  refresh(): void {
+    // A reloaded list may be shorter than the page being looked at.
+    this.pageIndex = 0;
+    this.data.refresh();
+  }
+
+  /** Closes with the line clicked, for the screen to show whose account it is. */
+  pick(entry: any): void {
+    this.dialogRef.close(entry);
+  }
+
+  close(): void {
+    this.dialogRef.close();
+  }
+}

src/app/deposits/daily-transaction-entry/daily-transaction-entry.component.html

@@ -11,14 +11,20 @@
     <button mat-stroked-button [routerLink]="['../']" class="dte-back">
       <i class="fas fa-arrow-left"></i> Deposits
     </button>
-    <h2 class="dte-header__title">Daily Transaction Detail</h2>
+    <div class="dte-header__icon"><i class="fas fa-coins"></i></div>
+    <div class="dte-header__text">
+      <h2 class="dte-header__title">Daily Transaction Detail</h2>
+      <p class="dte-header__sub">
+        An agent's round - what was collected, the cash handed in and applied - and transfers between accounts.
+      </p>
+    </div>
   </div>
 
   <div class="dte-card">
     <form [formGroup]="entryForm">
       <div class="dte-info-panels">
         <div class="dte-info-panel">
-          <div class="dte-info-panel__title">Agent Information</div>
+          <div class="dte-info-panel__title"><i class="fas fa-user-tie"></i>Agent Information</div>
           <dl>
             <dt>Name</dt>
             <dd>{{ agentInfo.name || '—' }}</dd>
@@ -28,17 +34,22 @@
             <dd>{{ agentInfo.city || '—' }}</dd>
             <dt>A/C</dt>
             <dd>{{ agentInfo.accountNo || '—' }}</dd>
-            <dt>Guarantor</dt>
+            <!-- One line for each guarantor the agent actually has - not two fixed lines, one of them empty. -->
-            <dd>{{ agentInfo.guarantor1 || '—' }}</dd>
+            @for (guarantor of agentInfo.guarantors; track $index; let i = $index) {
-            <dt>Guarantor</dt>
+              <dt>{{ agentInfo.guarantors.length > 1 ? 'Guarantor ' + (i + 1) : 'Guarantor' }}</dt>
-            <dd>{{ agentInfo.guarantor2 || '—' }}</dd>
+              <dd>{{ guarantor }}</dd>
+            } @empty {
+              <dt>Guarantor</dt>
+              <dd>—</dd>
+            }
             <dt>Curr Bal</dt>
             <dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
           </dl>
         </div>
 
-        <div class="dte-info-panel">
+        <!-- Wider than the agent's card, with its details two pairs to a line, so a party's account is read without scrolling. -->
-          <div class="dte-info-panel__title">Party Information</div>
+        <div class="dte-info-panel dte-info-panel--party">
+          <div class="dte-info-panel__title"><i class="fas fa-user"></i>Party Information</div>
           @if (partyInfo) {
             <dl>
               <dt>Client Id</dt>
@@ -79,15 +90,62 @@
             </dl>
           } @else {
             <p class="dte-info-panel__hint">
-              Pick a party in a collection row below — this panel shows whose account it is and what the balance
+              <i class="fas fa-info-circle"></i>
+              Click an entry in the collections list below — this panel shows whose account it is and what the balance
               becomes.
             </p>
           }
         </div>
       </div>
 
+      <!-- The round at a glance, once an agent is picked: nothing here is typed or saved. -->
+      @if (agentInfo.name) {
+        <div class="dte-kpis">
+          <div class="dte-kpi">
+            <span class="dte-kpi__label"><i class="fas fa-users"></i>Parties</span>
+            <strong class="dte-kpi__value">{{ agentParties.length }}</strong>
+            <span class="dte-kpi__hint">to collect from</span>
+          </div>
+          @if (isPartyTran) {
+            <div class="dte-kpi">
+              <span class="dte-kpi__label"><i class="fas fa-list-ol"></i>Entries</span>
+              <strong class="dte-kpi__value">{{ pendingEntries.length }}</strong>
+              <span class="dte-kpi__hint">written down, not handed in</span>
+            </div>
+            <div class="dte-kpi dte-kpi--accent">
+              <span class="dte-kpi__label"><i class="fas fa-rupee-sign"></i>To count</span>
+              <strong class="dte-kpi__value">{{ pendingTotal | number: '1.2-2' }}</strong>
+              <span class="dte-kpi__hint">the agent should hand over</span>
+            </div>
+          }
+          <!-- Agent Tran: what the agent owes on everything written down, what the cashier has taken in, and what is left. -->
+          @if (isAgentTran) {
+            <div class="dte-kpi dte-kpi--owed">
+              <span class="dte-kpi__label"><i class="fas fa-file-invoice"></i>To take</span>
+              <strong class="dte-kpi__value">{{ agentOwed | number: '1.2-2' }}</strong>
+              <span class="dte-kpi__hint">written down, not handed in</span>
+            </div>
+            <div class="dte-kpi dte-kpi--received">
+              <span class="dte-kpi__label"><i class="fas fa-check-circle"></i>Received (approved)</span>
+              <strong class="dte-kpi__value">{{ agentReceived | number: '1.2-2' }}</strong>
+              <span class="dte-kpi__hint">taken in by the cashier</span>
+            </div>
+            <div class="dte-kpi" [class.dte-kpi--due]="agentBalance > 0">
+              <span class="dte-kpi__label"><i class="fas fa-hourglass-half"></i>Still to take</span>
+              <strong class="dte-kpi__value">{{ agentBalance | number: '1.2-2' }}</strong>
+              <span class="dte-kpi__hint">left to receive</span>
+            </div>
+          }
+          <div class="dte-kpi">
+            <span class="dte-kpi__label"><i class="fas fa-wallet"></i>Agent Balance</span>
+            <strong class="dte-kpi__value">{{ agentInfo.currentBalance | number: '1.2-2' }}</strong>
+            <span class="dte-kpi__hint">held by {{ agentInfo.name }}</span>
+          </div>
+        </div>
+      }
+
       <div class="dte-controls">
-        <mat-form-field appearance="outline" class="dte-field dte-field--agent">
+        <mat-form-field appearance="outline" subscriptSizing="dynamic" class="dte-field dte-field--agent">
           <mat-label>Agent</mat-label>
           <mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
             @for (agent of selectableAgents; track agent.id) {
@@ -112,7 +170,7 @@
           }
         </mat-form-field>
 
-        <mat-form-field appearance="outline" class="dte-field">
+        <mat-form-field appearance="outline" subscriptSizing="dynamic" class="dte-field">
           <mat-label>Date</mat-label>
           <!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
                the agent wrote down for that day, so changing it has to fetch that day's list. -->
@@ -127,7 +185,7 @@
           <mat-datepicker #txnDatePicker></mat-datepicker>
         </mat-form-field>
 
-        <mat-form-field appearance="outline" class="dte-field">
+        <mat-form-field appearance="outline" subscriptSizing="dynamic" class="dte-field">
           <mat-label>Tran. Type</mat-label>
           <mat-select required formControlName="transactionType">
             @for (type of transactionTypes; track type.label) {
@@ -140,100 +198,43 @@
             }
           </mat-select>
         </mat-form-field>
-      </div>
 
-      <!--
+        <!-- Agent Tran: the cashier's receipts are applied to the customers from here - the dialog shows the days and receipts. -->
-        What the agent wrote down on their round, waiting to be counted.
+        @if (isAgentTran && agentInfo.name) {
-
+          <div class="dte-agent-actions">
-        This used to be an empty grid the clerk typed the round into, and typing it posted it: a
+            <button mat-stroked-button type="button" class="dte-refresh-btn" (click)="loadAgentMoney()">
-        customer was credited the moment a line was keyed, whether or not the cash behind it ever
-        reached the branch. The agent records their own collections now, and what the clerk does here
-        is agree with them - so there is nothing to type, only a list to check against a bag of cash.
-      -->
-      @if (isPartyTran && agentInfo.name) {
-        <div class="dte-section">
-          <div class="dte-section__header">
-            <i class="fas fa-list"></i>
-            <h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
-            <button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
               <i class="fas fa-sync"></i> Refresh
             </button>
-          </div>
+            <button mat-raised-button color="primary" type="button" class="dte-apply-btn" (click)="openApplyReceipt()">
-
-          @if (pendingLoading) {
-            <p class="dte-empty">Reading this agent's entries...</p>
-          } @else if (pendingEntries.length === 0) {
-            <p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
-          } @else {
-            @for (entry of pendingEntries; track entry.id) {
-              <div class="dte-pending-row">
-                <!-- The day the agent took it, on the line itself. All the lines carry the date
-                     chosen above, but a row that says so can be read, printed or shown to the agent
-                     on its own without the header to explain it. -->
-                <span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
-                <span class="dte-pending-row__code">{{ entry.partyCode }}</span>
-                <span class="dte-pending-row__name">{{ entry.partyName }}</span>
-                <span class="dte-pending-row__mode"
-                  >{{ entry.transactionMode }}
-                  @if (entry.advanceDays) {
-                    · {{ entry.advanceDays }}d advance
-                  }
-                  @if (entry.arrearsDays) {
-                    · {{ entry.arrearsDays }}d previous
-                  }
-                </span>
-                <span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
-              </div>
-            }
-
-            <div class="dte-total">
-              <span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
-              <strong>{{ pendingTotal | number: '1.2-2' }}</strong>
-            </div>
-
-            <!--
-              The figure the clerk counts against, said in words rather than left as a column total -
-              it is the one number they are acting on, and the rest of the panel is working out.
-
-              It says what the agent wrote down and stops there. The money side - what is owed, what the
-              cashier has taken in, and applying it - is Agent Tran, so each type has one job.
-            -->
-            <p class="dte-expected dte-expected--note">
-              Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
-              customer. The cash and its receipts are under Agent Tran.
-            </p>
-          }
-        </div>
-      }
-
-      <!--
-        The agent's money: what they owe on everything written down, what the cashier has taken in
-        against it, and what is left.
-
-        This used to be a form the clerk typed an amount into to take the agent's cash in here. The
-        cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
-        the same cash in is the only safe number of ways - so there is nothing to type. What is done here
-        is applying the cashier's receipts to the customers, in Apply DDS Receipt.
-      -->
-      @if (isAgentTran && agentInfo.name) {
-        <div class="dte-section">
-          <div class="dte-section__header">
-            <i class="fas fa-hand-holding-usd"></i>
-            <h3>Agent's cash</h3>
-            <button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
-              <i class="fas fa-sync"></i> Refresh
-            </button>
-            <button
-              mat-raised-button
-              color="primary"
-              type="button"
-              class="dte-apply-receipt"
-              (click)="openApplyReceipt()"
-            >
               <i class="fas fa-receipt"></i> Apply DDS Receipt
             </button>
           </div>
+        }
 
+        <!-- The agent's written-down round, in a window of its own and paged. -->
+        @if (isPartyTran && agentInfo.name) {
+          <button mat-stroked-button type="button" class="dte-view-btn" (click)="openCollections()">
+            <i class="fas fa-list"></i> View Collections
+            <span class="dte-view-btn__count">{{ pendingEntries.length }}</span>
+          </button>
+        }
+      </div>
+
+      <!--
+        What the agent wrote down on their round, waiting to be counted, is no longer listed down this
+        page - a long round pushed everything else out of sight. It opens from View Collections above, in a
+        window of its own and paged, and a line clicked there shows that customer in Party Information.
+      -->
+
+      <!--
+        The agent's money used to have a section of its own down the page: what they owe on everything
+        written down, what the cashier has taken in, what is left, then the outstanding days and the
+        cashier's receipts. Apply DDS Receipt shows the same days and receipts, so the section is gone -
+        the three figures sit in the summary above, the button is beside the Date, and what is below is
+        only what the dialog does not say: which GL the cash goes into and anything that looks wrong.
+      -->
+      @if (isAgentTran && agentInfo.name) {
+        <div class="dte-notes">
           @if (!agentGlCode) {
             <p class="dte-expected dte-expected--note">
               {{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
@@ -246,21 +247,6 @@
               takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
             </p>
           }
-
-          <div class="dte-money">
-            <div class="dte-money__box">
-              <span class="dte-money__label">To take</span>
-              <strong>{{ agentOwed | number: '1.2-2' }}</strong>
-            </div>
-            <div class="dte-money__box">
-              <span class="dte-money__label">Received (approved)</span>
-              <strong>{{ agentReceived | number: '1.2-2' }}</strong>
-            </div>
-            <div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
-              <span class="dte-money__label">Still to take</span>
-              <strong>{{ agentBalance | number: '1.2-2' }}</strong>
-            </div>
-          </div>
           @if (agentReceivedBeyondDay > 0) {
             <p class="dte-expected dte-expected--note">
               {{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
@@ -273,66 +259,6 @@
               {{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
             </p>
           }
-
-          <h4 class="dte-subhead">
-            Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
-          </h4>
-          @if (agentMoneyLoading) {
-            <p class="dte-empty">Reading this agent's entries...</p>
-          } @else if (agentDays.length === 0) {
-            <p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
-          } @else {
-            @for (day of agentDays; track day.date) {
-              <div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
-                <span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
-                <span class="dte-pending-row__name">
-                  {{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
-                </span>
-                <span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
-                <i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
-              </div>
-              @if (agentOpenDay === day.date) {
-                <div class="dte-day-lines">
-                  @for (entry of day.entries; track entry.id) {
-                    <div class="dte-pending-row">
-                      <span class="dte-pending-row__code">{{ entry.partyCode }}</span>
-                      <span class="dte-pending-row__name">{{ entry.partyName }}</span>
-                      <span class="dte-pending-row__mode"
-                        >{{ entry.transactionMode }}
-                        @if (entry.advanceDays) {
-                          · {{ entry.advanceDays }}d advance
-                        }
-                        @if (entry.arrearsDays) {
-                          · {{ entry.arrearsDays }}d previous
-                        }
-                      </span>
-                      <span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
-                    </div>
-                  }
-                </div>
-              }
-            }
-          }
-
-          <h4 class="dte-subhead">Cashier receipts</h4>
-          @if (agentReceipts.length === 0) {
-            <p class="dte-empty">
-              No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
-              be applied.
-            </p>
-          } @else {
-            @for (receipt of agentReceipts; track receipt.id) {
-              <div class="dte-pending-row">
-                <span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
-                <span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
-                <span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
-                <span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
-                  {{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
-                </span>
-                <span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
-              </div>
-            }
-          }
         </div>
       }
 
@@ -342,84 +268,102 @@
             <i class="fas fa-exchange-alt"></i>
             <h3>Withdraw Deposite</h3>
           </div>
-          <div class="dte-grid">
+          <div class="dte-grid dte-grid--transfer">
-            <mat-form-field appearance="outline" class="dte-field">
+            <!-- The account the money goes into. -->
-              <mat-label>Creditor Party Code</mat-label>
+            <div class="dte-party-card dte-party-card--to">
-              <input
+              <div class="dte-party-card__title"><i class="fas fa-arrow-circle-down"></i>Money goes into</div>
-                matInput
+              <div class="dte-party-card__fields">
-                formControlName="creditorPartyCode"
+                <mat-form-field appearance="outline" class="dte-field">
-                [matAutocomplete]="creditorAuto"
+                  <mat-label>Creditor Party Code</mat-label>
-                #creditorTrigger="matAutocompleteTrigger"
+                  <input
-                (click)="creditorTrigger.openPanel()"
+                    matInput
-                (focus)="creditorTrigger.openPanel()"
+                    formControlName="creditorPartyCode"
-                (blur)="settleTransferParty('creditor')"
+                    [matAutocomplete]="creditorAuto"
-                placeholder="Search by code or name…"
+                    #creditorTrigger="matAutocompleteTrigger"
-                autocomplete="off"
+                    (click)="creditorTrigger.openPanel()"
-              />
+                    (focus)="creditorTrigger.openPanel()"
-              <mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
+                    (blur)="settleTransferParty('creditor')"
-                >arrow_drop_down</mat-icon
+                    placeholder="Search by code or name…"
-              >
+                    autocomplete="off"
-              <mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
+                  />
-                @for (party of transferPartyOptions('creditor'); track party.id) {
+                  <mat-icon
-                  <mat-option [value]="party.partyCode">
+                    matSuffix
-                    {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
+                    class="dte-list-arrow"
-                  </mat-option>
+                    (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
-                }
+                    >arrow_drop_down</mat-icon
-                @if (transferPartyOptions('creditor').length === 0) {
+                  >
-                  <mat-option disabled>No open DDS account matches</mat-option>
+                  <mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
-                }
+                    @for (party of transferPartyOptions('creditor'); track party.id) {
-              </mat-autocomplete>
+                      <mat-option [value]="party.partyCode">
-              <mat-hint>Account the money goes into</mat-hint>
+                        {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
-            </mat-form-field>
+                      </mat-option>
-            <mat-form-field appearance="outline" class="dte-field">
+                    }
-              <mat-label>Creditor Party Name</mat-label>
+                    @if (transferPartyOptions('creditor').length === 0) {
-              <input matInput formControlName="creditorPartyName" readonly />
+                      <mat-option disabled>No open DDS account matches</mat-option>
-            </mat-form-field>
+                    }
-            <mat-form-field appearance="outline" class="dte-field">
+                  </mat-autocomplete>
-              <mat-label>Creditor Curr Bal</mat-label>
+                  <mat-hint>Account the money goes into</mat-hint>
-              <input matInput formControlName="creditorPartyBalance" readonly />
+                </mat-form-field>
-            </mat-form-field>
+                <mat-form-field appearance="outline" class="dte-field">
+                  <mat-label>Creditor Party Name</mat-label>
+                  <input matInput formControlName="creditorPartyName" readonly />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="dte-field">
+                  <mat-label>Creditor Curr Bal</mat-label>
+                  <input matInput formControlName="creditorPartyBalance" readonly />
+                </mat-form-field>
+              </div>
+            </div>
 
-            <mat-form-field appearance="outline" class="dte-field">
+            <!-- The account the money is taken from. -->
-              <mat-label>Debit Party Code</mat-label>
+            <div class="dte-party-card dte-party-card--from">
-              <input
+              <div class="dte-party-card__title"><i class="fas fa-arrow-circle-up"></i>Money is taken from</div>
-                matInput
+              <div class="dte-party-card__fields">
-                formControlName="debitPartyCode"
+                <mat-form-field appearance="outline" class="dte-field">
-                [matAutocomplete]="debitAuto"
+                  <mat-label>Debit Party Code</mat-label>
-                #debitTrigger="matAutocompleteTrigger"
+                  <input
-                (click)="debitTrigger.openPanel()"
+                    matInput
-                (focus)="debitTrigger.openPanel()"
+                    formControlName="debitPartyCode"
-                (blur)="settleTransferParty('debit')"
+                    [matAutocomplete]="debitAuto"
-                placeholder="Search by code or name…"
+                    #debitTrigger="matAutocompleteTrigger"
-                autocomplete="off"
+                    (click)="debitTrigger.openPanel()"
-              />
+                    (focus)="debitTrigger.openPanel()"
-              <mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
+                    (blur)="settleTransferParty('debit')"
-                >arrow_drop_down</mat-icon
+                    placeholder="Search by code or name…"
-              >
+                    autocomplete="off"
-              <mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
+                  />
-                @for (party of transferPartyOptions('debit'); track party.id) {
+                  <mat-icon
-                  <mat-option [value]="party.partyCode">
+                    matSuffix
-                    {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
+                    class="dte-list-arrow"
-                  </mat-option>
+                    (click)="$event.stopPropagation(); debitTrigger.openPanel()"
-                }
+                    >arrow_drop_down</mat-icon
-                @if (transferPartyOptions('debit').length === 0) {
+                  >
-                  <mat-option disabled>No open DDS account matches</mat-option>
+                  <mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
-                }
+                    @for (party of transferPartyOptions('debit'); track party.id) {
-              </mat-autocomplete>
+                      <mat-option [value]="party.partyCode">
-              @if (transferToItself) {
+                        {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
-                <mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
+                      </mat-option>
-              } @else {
+                    }
-                <mat-hint>Account the money is taken from</mat-hint>
+                    @if (transferPartyOptions('debit').length === 0) {
-              }
+                      <mat-option disabled>No open DDS account matches</mat-option>
-            </mat-form-field>
+                    }
-            <mat-form-field appearance="outline" class="dte-field">
+                  </mat-autocomplete>
-              <mat-label>Debit Party Name</mat-label>
+                  @if (transferToItself) {
-              <input matInput formControlName="debitPartyName" readonly />
+                    <mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
-            </mat-form-field>
+                  } @else {
-            <mat-form-field appearance="outline" class="dte-field">
+                    <mat-hint>Account the money is taken from</mat-hint>
-              <mat-label>Debit Curr Bal</mat-label>
+                  }
-              <input matInput formControlName="debitPartyBalance" readonly />
+                </mat-form-field>
-            </mat-form-field>
+                <mat-form-field appearance="outline" class="dte-field">
+                  <mat-label>Debit Party Name</mat-label>
+                  <input matInput formControlName="debitPartyName" readonly />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="dte-field">
+                  <mat-label>Debit Curr Bal</mat-label>
+                  <input matInput formControlName="debitPartyBalance" readonly />
+                </mat-form-field>
+              </div>
+            </div>
 
             <mat-form-field appearance="outline" class="dte-field">
               <mat-label>Amount</mat-label>

src/app/deposits/daily-transaction-entry/daily-transaction-entry.component.ts

@@ -19,6 +19,7 @@ import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/conf
 /** Custom Components */
 import { DayCollectionDialogComponent } from './day-collection-dialog/day-collection-dialog.component';
 import { NoticeDialogComponent } from './notice-dialog/notice-dialog.component';
+import { CollectionsDialogComponent } from './collections-dialog/collections-dialog.component';
 import {
   ApplyDdsReceiptDialogComponent,
   EntryDay,
@@ -152,6 +153,8 @@ export class DailyTransactionEntryComponent implements OnInit {
     accountNo: '',
     guarantor1: '',
     guarantor2: '',
+    // Every guarantor the agent has, by name - the panel lists as many as there are rather than two fixed lines.
+    guarantors: [] as string[],
     currentBalance: 0
   };
 
@@ -505,6 +508,34 @@ export class DailyTransactionEntryComponent implements OnInit {
    * agent still has outstanding. Its own screen, like Apply Additional Shares, so the list above stays
    * what it is - what to take from the agent - and the applying is done in one deliberate place.
    */
+  /**
+   * Opens what the agent wrote down up to the chosen day, in a window of its own and paged - it used to
+   * run down the page, where a long round pushed everything else out of sight. A line clicked there
+   * shows that customer in the Party Information panel.
+   */
+  openCollections(): void {
+    this.dialog
+      .open(CollectionsDialogComponent, {
+        width: '820px',
+        maxWidth: '96vw',
+        autoFocus: false,
+        data: {
+          agentName: this.agentInfo.name,
+          dateText: this.dateUtils.formatDate(this.entryForm.get('transactionDate')?.value, 'dd MMMM yyyy'),
+          entries: () => this.pendingEntries,
+          total: () => this.pendingTotal,
+          loading: () => this.pendingLoading,
+          refresh: () => this.loadPendingEntries()
+        }
+      })
+      .afterClosed()
+      .subscribe((entry: any) => {
+        if (entry) {
+          this.showPartyOfEntry(entry);
+        }
+      });
+  }
+
   openApplyReceipt(): void {
     const agentId = this.entryForm.get('agentId')?.value;
     if (!agentId) {
@@ -513,7 +544,7 @@ export class DailyTransactionEntryComponent implements OnInit {
     const picked = this.agents.find((agent: any) => agent.id === agentId);
     this.dialog
       .open(ApplyDdsReceiptDialogComponent, {
-        width: '780px',
+        width: '700px',
         maxWidth: '96vw',
         panelClass: 'apply-collection-dialog-panel',
         data: {
@@ -799,6 +830,7 @@ export class DailyTransactionEntryComponent implements OnInit {
           accountNo: agent.agentSavingAccountNo || '',
           guarantor1: guarantors[0]?.guarantorName || '',
           guarantor2: guarantors[1]?.guarantorName || '',
+          guarantors: guarantors.map((guarantor: any) => guarantor?.guarantorName).filter((name: any) => !!name),
           currentBalance: agent.agentCurrentBalance || 0
         };
         this.agentGlCode = agent.glAccountCode || null;
@@ -813,6 +845,7 @@ export class DailyTransactionEntryComponent implements OnInit {
           accountNo: '',
           guarantor1: '',
           guarantor2: '',
+          guarantors: [],
           currentBalance: 0
         };
       }
@@ -890,11 +923,29 @@ export class DailyTransactionEntryComponent implements OnInit {
     row.get('balanceAfterTransaction')?.setValue(current + amount, { emitEvent: false });
   }
 
+  /**
+   * The entry in the collections list the Party Information panel is showing, if one was clicked. The
+   * agent writes the round down on their own screen now, so there is no row here to key a party into -
+   * the panel is filled from the line the clerk is looking at instead.
+   */
+  selectedEntry: any = null;
+
+  /** Shows whose account a written-down entry is, and what its balance becomes with the entry on it. */
+  showPartyOfEntry(entry: any): void {
+    this.selectedEntry = entry;
+    this.activeRow = -1;
+    this.partyInfo = this.agentParties.find((party) => String(party.partyCode) === String(entry?.partyCode)) || null;
+  }
+
   /** The balance the party panel shows - live against whatever the active row currently holds. */
   get partyBalanceAfter(): number {
-    if (!this.partyInfo || this.activeRow < 0) {
+    if (!this.partyInfo) {
       return 0;
     }
+    if (this.activeRow < 0) {
+      // No keyed row: it is the entry picked from the list that is being added to the balance.
+      return Number(this.partyInfo.currentBalance || 0) + Number(this.selectedEntry?.amount || 0);
+    }
     const row = this.collections.at(this.activeRow);
     return Number(this.partyInfo.currentBalance || 0) + Number(row?.get('amount')?.value || 0);
   }

src/app/deposits/daily-transaction-entry/day-collection-dialog/day-collection-dialog.component.scss

@@ -6,6 +6,8 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
+/* stylelint-disable no-duplicate-selectors -- the compact-density pass below deliberately re-opens earlier rules; kept in cascade order */
+
 .dcd-field {
   width: 100%;
 }
@@ -40,3 +42,34 @@
     color: rgb(0 0 0 / 60%);
   }
 }
+
+// ── Compact density ──────────────────────────────────────────────────────────────────────────────────
+// The same step smaller as the rest of the screen it opens from.
+:host {
+  --mat-form-field-container-height: 38px;
+  --mat-form-field-container-vertical-padding: 8px;
+  --mat-form-field-container-text-size: 13px;
+  --mat-form-field-container-text-line-height: 20px;
+  --mat-form-field-outlined-label-text-populated-size: 11px;
+  --mat-form-field-subscript-text-size: 11px;
+  --mat-select-trigger-text-size: 13px;
+
+  font-size: 13px;
+}
+
+/* stylelint-disable-next-line selector-no-qualifying-type */
+h2[mat-dialog-title] {
+  font-size: 15px;
+}
+
+.dcd-amount {
+  padding: 8px 12px;
+
+  &__figure {
+    font-size: 1.1rem;
+  }
+
+  &__basis {
+    font-size: 0.74rem;
+  }
+}

src/app/deposits/daily-transaction-entry/notice-dialog/notice-dialog.component.scss

@@ -6,6 +6,8 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
+/* stylelint-disable no-duplicate-selectors -- the compact-density pass below deliberately re-opens earlier rules; kept in cascade order */
+
 .nd-head {
   display: flex;
   align-items: center;
@@ -42,3 +44,22 @@
   line-height: 1.55;
   color: rgb(0 0 0 / 70%);
 }
+
+// ── Compact density ──────────────────────────────────────────────────────────────────────────────────
+.nd-head {
+  padding: 14px 20px 2px;
+
+  &__ic {
+    width: 30px;
+    height: 30px;
+  }
+
+  &__title {
+    font-size: 0.95rem;
+  }
+}
+
+.nd-message {
+  font-size: 0.82rem;
+  line-height: 1.5;
+}

src/app/deposits/dds-accounts/dds-account-view/dds-account-view.component.scss

@@ -157,45 +157,89 @@
   }
 }
 
-/* ── Tabs ─────────────────────────────────────────────────────────────── */
+/* ── Tabs: the savings account page's pill tabs ───────────────────────── */
+
+$tab-navy: #0d1b2a;
+$tab-blue: #1e88e5;
+$tab-blue-d: #1e40af;
+$tab-border: #e2e8f0;
 
 .dav-tabs {
-  display: flex;
-  gap: 8px;
-  padding: 8px;
-  border-radius: 14px;
   background: #fff;
-  border: 1px solid rgb(0 0 0 / 7%);
+  border: 1px solid $tab-border;
+  border-radius: 14px;
+  padding: 6px;
+  box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
+  overflow: hidden;
+
+  ::ng-deep {
+    .mat-mdc-tab-link-container {
+      border-bottom: none !important;
+    }
+
+    .mat-mdc-tab-links {
+      gap: 4px;
+      flex-wrap: wrap;
+    }
+
+    .mdc-tab-indicator__content--underline,
+    .mat-mdc-tab-header-pagination-controls-enabled .mdc-tab-indicator__content--underline {
+      display: none !important;
+    }
+  }
 }
 
 .dav-tab {
-  flex: 1;
+  display: inline-flex !important;
-  display: flex;
   align-items: center;
-  justify-content: center;
+  gap: 8px;
-  gap: 6px;
+  height: 38px !important;
-  padding: 10px 16px;
+  min-width: 0 !important;
-  border: 0;
+  padding: 0 16px !important;
-  border-radius: 10px;
+  border-radius: 10px !important;
-  background: transparent;
+  font-family: Inter, 'DM Sans', Roboto, sans-serif !important;
-  font-size: 0.95rem;
+  font-size: 13px !important;
-  font-weight: 600;
+  font-weight: 600 !important;
-  color: #475569;
+  letter-spacing: 0.01em !important;
+  color: #64748b !important;
+  background: transparent !important;
+  transition: all 0.15s ease;
+  white-space: nowrap;
+  border: 1px solid transparent !important;
+  opacity: 1 !important;
   cursor: pointer;
 
-  &:hover {
+  &__ic {
-    background: #f1f5f9;
+    font-size: 12px;
+    color: inherit;
+  }
+
+  &:hover:not(.mdc-tab--active) {
+    background: #f1f5f9 !important;
+    color: $tab-navy !important;
+  }
+
+  &.mdc-tab--active,
+  &.mat-mdc-tab-link-active {
+    background: linear-gradient(135deg, $tab-blue 0%, $tab-blue-d 100%) !important;
+    color: #fff !important;
+    box-shadow: 0 2px 6px -1px rgb(30 64 175 / 35%);
+    border-color: $tab-blue-d !important;
+
+    ::ng-deep .mdc-tab__text-label,
+    ::ng-deep .mat-mdc-tab-link-content,
+    ::ng-deep span,
+    .dav-tab__ic {
+      color: #fff !important;
+      opacity: 1 !important;
+    }
   }
 }
 
-.dav-tab--on {
+.dav-body {
-  color: #fff;
+  display: flex;
-  background: linear-gradient(90deg, #1d4ed8, #2563eb);
+  flex-direction: column;
-  box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
+  gap: 16px;
-
-  &:hover {
-    background: linear-gradient(90deg, #1d4ed8, #2563eb);
-  }
 }
 
 /* ── Cards ────────────────────────────────────────────────────────────── */
@@ -269,38 +313,7 @@
   color: rgb(0 0 0 / 50%);
 }
 
-/* ── Transactions ─────────────────────────────────────────────────────── */
+/* ── Shared tables and buttons (nominees, not-found state) ─────────── */
-
-.dav-toolbar {
-  display: flex;
-  align-items: center;
-  flex-wrap: wrap;
-  gap: 12px;
-  padding: 14px 20px;
-  background: #f8fafc;
-  border-bottom: 1px solid rgb(0 0 0 / 7%);
-}
-
-.dav-datepick {
-  display: flex;
-  flex-direction: column;
-  gap: 2px;
-
-  span {
-    font-size: 0.68rem;
-    font-weight: 700;
-    letter-spacing: 0.06em;
-    text-transform: uppercase;
-    color: rgb(0 0 0 / 45%);
-  }
-
-  input {
-    padding: 6px 10px;
-    border-radius: 8px;
-    border: 1px solid rgb(0 0 0 / 15%);
-    font: inherit;
-  }
-}
 
 .dav-btn {
   display: inline-flex;
@@ -319,21 +332,6 @@
   }
 }
 
-.dav-btn--primary {
-  color: #fff;
-  border-color: transparent;
-  background: linear-gradient(90deg, #1d4ed8, #2563eb);
-}
-
-.dav-totals {
-  margin-left: auto;
-  display: flex;
-  gap: 16px;
-  font-size: 0.88rem;
-  font-weight: 700;
-  font-variant-numeric: tabular-nums;
-}
-
 .dav-table-wrap {
   overflow-x: auto;
 }
@@ -366,11 +364,6 @@
   }
 }
 
-.dav-desc {
-  max-width: 320px;
-  color: rgb(0 0 0 / 65%);
-}
-
 @media (width <= 720px) {
   .dav-page {
     padding: 16px;
@@ -382,66 +375,11 @@
   }
 
   .dav-tab {
-    font-size: 0.85rem;
+    padding: 0 12px !important;
-    padding: 8px;
+    font-size: 12px !important;
   }
 }
 
-/* ── Passbook ─────────────────────────────────────────────────────────── */
-
-.dav-push {
-  margin-left: auto;
-}
-
-.dav-passbook {
-  padding: 20px;
-}
-
-.dav-pb-head {
-  display: flex;
-  justify-content: space-between;
-  flex-wrap: wrap;
-  gap: 16px 32px;
-  margin-bottom: 16px;
-  padding-bottom: 16px;
-  border-bottom: 2px solid #1e3a8a;
-}
-
-.dav-pb-title {
-  font-size: 1.2rem;
-  font-weight: 700;
-  color: #1e3a8a;
-}
-
-.dav-pb-sub {
-  font-size: 0.85rem;
-  color: rgb(0 0 0 / 55%);
-}
-
-.dav-pb-grid {
-  display: grid;
-  grid-template-columns: auto auto;
-  gap: 4px 16px;
-  font-size: 0.88rem;
-
-  span {
-    color: rgb(0 0 0 / 55%);
-  }
-}
-
-.dav-pb-table {
-  tfoot td {
-    padding: 14px 16px;
-    border-top: 2px solid rgb(0 0 0 / 15%);
-  }
-}
-
-.dav-pb-note {
-  display: block;
-  font-size: 0.78rem;
-  color: rgb(0 0 0 / 50%);
-}
-
 /* Closure tab */
 .dav-closure-tag {
   margin-left: 8px;
@@ -457,3 +395,629 @@
   border-top: 1px solid rgb(0 0 0 / 10%);
   font-weight: 600;
 }
+
+/* ── Transactions: the savings account's Transactions tab ─────────────── */
+
+$txn-navy: #0d1b2a;
+$txn-slate: #475569;
+$txn-muted: #64748b;
+$txn-border: #e2e8f0;
+$txn-soft: #f8fafc;
+$txn-blue: #1e40af;
+
+.txn-tab {
+  width: 100%;
+
+  table {
+    width: 100%;
+  }
+}
+
+.txn-tab__card {
+  background: #fff;
+  border: 1px solid $txn-border;
+  border-radius: 14px;
+  box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
+  overflow: hidden;
+}
+
+.txn-tab__toolbar {
+  display: flex;
+  align-items: center;
+  gap: 18px;
+  padding: 12px 18px;
+  background: $txn-soft;
+  border-bottom: 1px solid $txn-border;
+  flex-wrap: wrap;
+}
+
+.txn-tab__date {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  font-size: 13px;
+  color: $txn-slate;
+  font-weight: 500;
+
+  input {
+    height: 34px;
+    padding: 0 10px;
+    border-radius: 8px;
+    border: 1px solid $txn-border;
+    background: #fff;
+    font: inherit;
+    color: $txn-navy;
+  }
+}
+
+.txn-tab__btn {
+  height: 34px !important;
+  border-radius: 8px !important;
+  font-size: 13px !important;
+  font-weight: 600 !important;
+
+  fa-icon {
+    margin-right: 4px;
+  }
+}
+
+.txn-tab__spacer {
+  flex: 1;
+}
+
+.txn-tab__total {
+  font-size: 13px;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+}
+
+.txn-tab__total--cr {
+  color: #1a7a3f;
+}
+
+.txn-tab__total--dr {
+  color: #c0392b;
+}
+
+.txn-tab__export {
+  height: 36px !important;
+  border-radius: 8px !important;
+  font-weight: 600 !important;
+  font-size: 13px !important;
+  padding: 0 16px !important;
+  background: linear-gradient(135deg, #1e88e5 0%, $txn-blue 100%) !important;
+  color: #fff !important;
+
+  &:disabled {
+    opacity: 0.5;
+  }
+}
+
+::ng-deep .txn-tab__card {
+  .mat-mdc-header-row {
+    background: $txn-soft;
+  }
+
+  .mat-mdc-header-cell {
+    font-size: 11.5px;
+    font-weight: 800;
+    color: $txn-slate;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    padding: 12px 14px;
+    border-bottom: 1px solid $txn-border;
+  }
+
+  .mat-mdc-cell {
+    font-size: 13px;
+    color: $txn-navy;
+    padding: 11px 14px;
+    border-bottom: 1px solid #f1f5f9;
+  }
+
+  .mat-mdc-row:hover {
+    background: #f8fafc;
+  }
+
+  .mat-column-debit,
+  .mat-column-credit,
+  .mat-column-balance {
+    text-align: right;
+    font-variant-numeric: tabular-nums;
+  }
+
+  .mat-mdc-paginator {
+    border-top: 1px solid $txn-border;
+    background: $txn-soft;
+    min-height: 48px;
+  }
+
+  .transfer {
+    color: #6d28d9;
+  }
+
+  .txn-tab__nodata {
+    padding: 32px 14px;
+    text-align: center;
+    color: $txn-muted;
+  }
+}
+
+.txn-tab__empty {
+  background: #fff;
+  border: 1px solid $txn-border;
+  border-radius: 14px;
+  box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
+  padding: 56px 24px;
+  text-align: center;
+  color: $txn-muted;
+}
+
+.txn-tab__empty-ico {
+  font-size: 34px;
+  color: #cbd5e1;
+  margin-bottom: 8px;
+}
+
+.txn-tab__empty-title {
+  font-size: 14.5px;
+  font-weight: 700;
+  color: $txn-slate;
+  margin-top: 6px;
+}
+
+.txn-tab__empty-sub {
+  font-size: 12.5px;
+  color: $txn-muted;
+  margin-top: 2px;
+}
+
+/* ── Passbook: the savings account's Passbook tab ─────────────────────── */
+
+$bank-primary: #1a3a6b;
+$bank-accent: #c8a951;
+$debit-color: #c0392b;
+$credit-color: #1a7a3f;
+$balance-color: #1a3a6b;
+$border-color: #d0d7e3;
+$row-alt: #f4f7fb;
+
+.passbook-container {
+  padding: 16px;
+  background: #eef1f7;
+  border-radius: 14px;
+  min-height: 100%;
+}
+
+.passbook-filter-bar {
+  margin-bottom: 16px;
+  background: #fff;
+  border-radius: 8px;
+  padding: 12px 16px;
+  border: 1px solid $border-color;
+}
+
+.passbook-filter-form {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  flex-wrap: wrap;
+}
+
+.passbook-date-field {
+  width: 180px;
+}
+
+.passbook-filter-spacer {
+  flex: 1;
+}
+
+.statement-wrapper {
+  background: #fff;
+  border: 1px solid $border-color;
+  border-radius: 8px;
+  overflow: hidden;
+  box-shadow: 0 2px 12px rgb(0 0 0 / 8%);
+  font-family: 'Segoe UI', Arial, sans-serif;
+}
+
+.bank-header {
+  background: $bank-primary;
+  padding: 18px 24px;
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  border-bottom: 4px solid $bank-accent;
+}
+
+.bank-logo-area {
+  display: flex;
+  align-items: center;
+  gap: 14px;
+}
+
+.bank-logo-circle {
+  width: 52px;
+  height: 52px;
+  border-radius: 50%;
+  background: $bank-accent;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+
+  mat-icon {
+    color: $bank-primary;
+    font-size: 28px;
+    width: 28px;
+    height: 28px;
+  }
+}
+
+.bank-name-block {
+  .bank-title {
+    color: #fff;
+    font-size: 18px;
+    font-weight: 700;
+    letter-spacing: 0.3px;
+  }
+
+  .bank-subtitle {
+    color: $bank-accent;
+    font-size: 11px;
+    font-weight: 500;
+    letter-spacing: 1.5px;
+    text-transform: uppercase;
+    margin-top: 2px;
+  }
+}
+
+.statement-label {
+  text-align: right;
+
+  .stmt-label-text {
+    color: $bank-accent;
+    font-size: 13px;
+    font-weight: 700;
+    letter-spacing: 2px;
+    text-transform: uppercase;
+  }
+
+  .stmt-period {
+    color: rgb(255 255 255 / 75%);
+    font-size: 11px;
+    margin-top: 4px;
+  }
+}
+
+.branch-line {
+  background: #e8edf5;
+  border-bottom: 1px solid $border-color;
+  padding: 6px 24px;
+  display: flex;
+  flex-wrap: wrap;
+  gap: 4px 18px;
+  font-size: 11px;
+  color: #4a5a7a;
+}
+
+.account-details-band {
+  background: #f0f3f9;
+  border-bottom: 1px solid $border-color;
+  padding: 14px 24px;
+}
+
+.account-details-grid {
+  display: grid;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 12px 24px;
+}
+
+.detail-block {
+  .detail-label {
+    font-size: 9px;
+    font-weight: 700;
+    color: #7a8aaa;
+    text-transform: uppercase;
+    letter-spacing: 0.8px;
+    margin-bottom: 3px;
+  }
+
+  .detail-value {
+    font-size: 13px;
+    color: #222;
+
+    &.bold {
+      font-weight: 600;
+    }
+
+    &.mono {
+      font-family: 'Courier New', monospace;
+      letter-spacing: 1px;
+    }
+
+    &.status-badge {
+      display: inline-block;
+      padding: 1px 8px;
+      border-radius: 10px;
+      font-size: 11px;
+      font-weight: 600;
+      background: #eee;
+      color: #555;
+
+      &.active {
+        background: #d4edda;
+        color: #155724;
+      }
+    }
+  }
+}
+
+.balance-summary-strip {
+  display: flex;
+  align-items: stretch;
+  background: $bank-primary;
+  padding: 0;
+}
+
+.balance-box {
+  flex: 1;
+  padding: 12px 20px;
+  text-align: center;
+
+  .balance-box-label {
+    font-size: 10px;
+    font-weight: 600;
+    color: rgb(255 255 255 / 65%);
+    text-transform: uppercase;
+    letter-spacing: 1px;
+    margin-bottom: 4px;
+  }
+
+  .balance-box-value {
+    font-size: 16px;
+    font-weight: 700;
+    color: $bank-accent;
+  }
+}
+
+.balance-divider {
+  width: 1px;
+  background: rgb(255 255 255 / 15%);
+  margin: 8px 0;
+}
+
+.statement-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 12.5px;
+
+  thead tr {
+    background: #e8edf5;
+    border-top: 1px solid $border-color;
+    border-bottom: 2px solid $bank-primary;
+  }
+
+  thead th {
+    padding: 9px 10px;
+    font-size: 11px;
+    font-weight: 700;
+    color: $bank-primary;
+    text-transform: uppercase;
+    letter-spacing: 0.4px;
+    white-space: nowrap;
+  }
+
+  tbody tr {
+    border-bottom: 1px solid #e8ecf3;
+    transition: background 0.1s;
+
+    &:nth-child(even) {
+      background: $row-alt;
+    }
+
+    &:hover {
+      background: #dce6f5;
+    }
+  }
+
+  tbody td {
+    padding: 7px 10px;
+    vertical-align: middle;
+    color: #333;
+  }
+
+  tfoot .total-row {
+    background: #e8edf5;
+    border-top: 2px solid $bank-primary;
+
+    td {
+      padding: 9px 10px;
+    }
+  }
+}
+
+.col-sr {
+  width: 38px;
+}
+
+.col-date {
+  width: 110px;
+  white-space: nowrap;
+}
+
+.col-desc {
+  min-width: 160px;
+}
+
+.col-ref {
+  width: 100px;
+}
+
+.col-amount {
+  width: 110px;
+}
+
+.col-balance {
+  width: 120px;
+}
+
+.debit-amount {
+  color: $debit-color;
+  font-weight: 500;
+}
+
+.credit-amount {
+  color: $credit-color;
+  font-weight: 500;
+}
+
+.balance-amount {
+  color: $balance-color;
+  font-weight: 600;
+  font-family: 'Courier New', monospace;
+}
+
+.total-label {
+  font-size: 12px;
+  font-weight: 700;
+  color: $bank-primary;
+  text-transform: uppercase;
+  letter-spacing: 0.5px;
+}
+
+.closing-balance {
+  font-size: 14px;
+  font-weight: 700;
+  color: $bank-primary;
+  font-family: 'Courier New', monospace;
+}
+
+.txn-desc {
+  font-weight: 500;
+}
+
+.text-right {
+  text-align: right;
+}
+
+.text-center {
+  text-align: center;
+}
+
+.text-muted {
+  color: #999;
+}
+
+.mono {
+  font-family: 'Courier New', monospace;
+  font-size: 11px;
+}
+
+.no-data-block {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  padding: 48px;
+  color: #aaa;
+
+  mat-icon {
+    font-size: 48px;
+    width: 48px;
+    height: 48px;
+    margin-bottom: 12px;
+  }
+
+  p {
+    font-size: 14px;
+    margin: 0;
+  }
+}
+
+.statement-footer {
+  background: #f0f3f9;
+  border-top: 1px solid $border-color;
+  padding: 12px 24px;
+  text-align: center;
+
+  .footer-note {
+    font-size: 10px;
+    color: #888;
+    margin-bottom: 4px;
+    font-style: italic;
+  }
+
+  .footer-meta {
+    font-size: 10px;
+    color: #aaa;
+    letter-spacing: 0.3px;
+  }
+}
+
+@media (width <= 768px) {
+  .account-details-grid {
+    grid-template-columns: 1fr 1fr;
+  }
+
+  .bank-header {
+    flex-direction: column;
+    gap: 12px;
+    align-items: flex-start;
+  }
+
+  .statement-label {
+    text-align: left;
+  }
+
+  .balance-summary-strip {
+    flex-direction: column;
+  }
+
+  .balance-divider {
+    width: auto;
+    height: 1px;
+    margin: 0 20px;
+  }
+
+  .passbook-filter-form {
+    flex-direction: column;
+    align-items: stretch;
+  }
+
+  .passbook-date-field {
+    width: 100%;
+  }
+
+  .passbook-filter-spacer {
+    display: none;
+  }
+}
+
+@media (width <= 480px) {
+  .account-details-grid {
+    grid-template-columns: 1fr;
+  }
+}
+
+@media print {
+  .no-print {
+    display: none !important;
+  }
+
+  .passbook-container {
+    background: #fff;
+    padding: 0;
+  }
+
+  .statement-wrapper {
+    border: none;
+    box-shadow: none;
+    border-radius: 0;
+  }
+
+  .bank-header,
+  .balance-summary-strip {
+    -webkit-print-color-adjust: exact;
+    print-color-adjust: exact;
+  }
+}

src/app/deposits/dds-accounts/dds-account-view/dds-account-view.component.ts

@@ -6,14 +6,37 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import { Component, OnInit, inject } from '@angular/core';
+import { Component, DestroyRef, OnInit, ViewChild, inject } from '@angular/core';
+import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { ActivatedRoute, Router } from '@angular/router';
 import { FormControl, ReactiveFormsModule } from '@angular/forms';
-import { NgClass } from '@angular/common';
+import { CurrencyPipe, NgClass } from '@angular/common';
 import { MatTooltipModule } from '@angular/material/tooltip';
 import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
+import { MatTabLink, MatTabNav, MatTabNavPanel } from '@angular/material/tabs';
+import {
+  MatCell,
+  MatCellDef,
+  MatColumnDef,
+  MatHeaderCell,
+  MatHeaderCellDef,
+  MatHeaderRow,
+  MatHeaderRowDef,
+  MatNoDataRow,
+  MatRow,
+  MatRowDef,
+  MatTable,
+  MatTableDataSource
+} from '@angular/material/table';
+import { MatPaginator } from '@angular/material/paginator';
+import { MatSort, MatSortHeader } from '@angular/material/sort';
+import { MatIcon } from '@angular/material/icon';
+import { MatIconButton } from '@angular/material/button';
+import { MatMenu, MatMenuItem, MatMenuTrigger } from '@angular/material/menu';
+import { MatDialog } from '@angular/material/dialog';
+import { DdsTransactionViewDialogComponent } from './dds-transaction-view-dialog/dds-transaction-view-dialog.component';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { forkJoin, of } from 'rxjs';
+import { forkJoin, merge, of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
@@ -52,6 +75,29 @@ const TRANSACTION_LABELS: Record<string, string> = {
     FaIconComponent,
     MatTooltipModule,
     MatProgressSpinnerModule,
+    MatTabNav,
+    MatTabLink,
+    MatTabNavPanel,
+    MatTable,
+    MatColumnDef,
+    MatHeaderCellDef,
+    MatHeaderCell,
+    MatCellDef,
+    MatCell,
+    MatHeaderRowDef,
+    MatHeaderRow,
+    MatRowDef,
+    MatRow,
+    MatNoDataRow,
+    MatSort,
+    MatSortHeader,
+    MatPaginator,
+    MatIcon,
+    MatIconButton,
+    MatMenu,
+    MatMenuItem,
+    MatMenuTrigger,
+    CurrencyPipe,
     FormatNumberPipe
   ]
 })
@@ -59,6 +105,8 @@ export class DdsAccountViewComponent implements OnInit {
   private route = inject(ActivatedRoute);
   private router = inject(Router);
   private organizationService = inject(OrganizationService);
+  private destroyRef = inject(DestroyRef);
+  private dialog = inject(MatDialog);
 
   isLoading = true;
   account: any = null;
@@ -79,6 +127,40 @@ export class DdsAccountViewComponent implements OnInit {
     CLOSED_NIL_BALANCE: 'Closed with nil balance'
   };
 
+  /** Transactions tab table, laid out as the savings account's: oldest first, 50 to a page, sortable. */
+  readonly txnColumns: string[] = [
+    'row',
+    'id',
+    'date',
+    'transactionType',
+    'debit',
+    'credit',
+    'balance',
+    'actions'
+  ];
+
+  readonly txnDataSource = new MatTableDataSource<any>([]);
+
+  /** The paginator and sort only exist while the Transactions tab is open, so they are re-attached each time. */
+  @ViewChild(MatPaginator) set txnPaginator(paginator: MatPaginator | undefined) {
+    this.txnDataSource.paginator = paginator ?? null;
+  }
+
+  @ViewChild(MatSort) set txnSort(sort: MatSort | undefined) {
+    this.txnDataSource.sort = sort ?? null;
+  }
+
+  /**
+   * Passbook letterhead - the bank from Institution Profile and the issuing branch from Branch Profile,
+   * as the savings passbook takes them. Falls back to a generic label when the profile was never filled in.
+   */
+  bankName = 'Bank';
+  bankSubtitle = 'Account Statement';
+  branchName = '';
+  branchAddress = '';
+  ifscCode = '';
+  micrCode = '';
+
   /** The passbook reads oldest first, as it is written up. */
   get passbookEntries(): any[] {
     return [...this.shownTransactions].reverse();
@@ -92,37 +174,140 @@ export class DdsAccountViewComponent implements OnInit {
 
   /**
    * Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
-   * page's menus, banner and tabs do not come out on the paper.
+   * page's menus, banner and tabs do not come out on the paper - the same way the savings passbook prints.
    */
   printPassbook(): void {
     const passbook = document.getElementById('dds-passbook');
-    const popup = window.open('', '_blank', 'width=900,height=700');
+    if (!passbook) {
-    if (!passbook || !popup) {
       return;
     }
-    popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
+    const clone = passbook.cloneNode(true) as HTMLElement;
-      body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
+    clone.querySelectorAll('.no-print').forEach((el: Element) => el.remove());
-      .dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
+    // The icon font is not available in the popup: the bank logo becomes an inline SVG, other icons go.
-      .dav-pb-title { font-size: 20px; font-weight: 700; }
+    clone.querySelectorAll('mat-icon, .mat-icon').forEach((el: Element) => {
-      .dav-pb-sub { color: #555; }
+      if (el.closest('.bank-logo-circle')) {
-      .dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
+        el.outerHTML = DdsAccountViewComponent.BANK_LOGO_SVG;
-      .dav-pb-grid span { color: #555; }
+      } else {
-      table { width: 100%; border-collapse: collapse; font-size: 13px; }
+        el.remove();
-      th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
+      }
-      .dav-right { text-align: right; }
+    });
-      .dav-pb-note { display: block; font-size: 11px; color: #555; }
+    const popup = window.open('', '_blank', 'width=1100,height=800');
-    </style></head><body>${passbook.innerHTML}</body></html>`);
+    if (!popup) {
+      return;
+    }
+    popup.document.write(`<html><head><meta charset="utf-8" />
+      <title>${this.account?.accountNo || 'DDS'} Passbook</title>
+      <style>${DdsAccountViewComponent.PRINT_STYLES}</style></head>
+      <body>${clone.outerHTML}</body></html>`);
     popup.document.close();
     popup.focus();
     popup.print();
   }
 
+  /** Material "account_balance" glyph, inlined so the print window needs no icon font. */
+  private static readonly BANK_LOGO_SVG = `
+    <svg class="bank-logo-svg" viewBox="0 0 24 24" width="26" height="26" aria-hidden="true">
+      <path d="M4 10h3v7H4zM10.5 10h3v7h-3zM2 19h20v3H2zM17 10h3v7h-3zM12 1L2 6v2h20V6z" />
+    </svg>`;
+
+  /** Mirrors the passbook styles in the component's SCSS - scoped styles do not reach the popup. */
+  private static readonly PRINT_STYLES = `
+    @page { size: A4 portrait; margin: 10mm; }
+    * { margin: 0; padding: 0; box-sizing: border-box; -webkit-print-color-adjust: exact; print-color-adjust: exact; }
+    body { font-family: 'Segoe UI', Arial, sans-serif; color: #333; background: #fff; }
+    .statement-wrapper { background: #fff; border: 1px solid #d0d7e3; border-radius: 6px; overflow: hidden; }
+    .bank-header { background: #1a3a6b; padding: 14px 20px; display: flex; justify-content: space-between;
+      align-items: center; border-bottom: 4px solid #c8a951; }
+    .bank-logo-area { display: flex; align-items: center; gap: 12px; }
+    .bank-logo-circle { width: 44px; height: 44px; border-radius: 50%; background: #c8a951; display: flex;
+      align-items: center; justify-content: center; }
+    .bank-logo-svg { fill: #1a3a6b; display: block; }
+    .bank-title { color: #fff; font-size: 16px; font-weight: 700; letter-spacing: 0.3px; }
+    .bank-subtitle { color: #c8a951; font-size: 10px; font-weight: 500; letter-spacing: 1.5px;
+      text-transform: uppercase; margin-top: 2px; }
+    .statement-label { text-align: right; }
+    .stmt-label-text { color: #c8a951; font-size: 12px; font-weight: 700; letter-spacing: 2px; text-transform: uppercase; }
+    .stmt-period { color: rgba(255, 255, 255, 0.75); font-size: 10px; margin-top: 3px; }
+    .branch-line { background: #e8edf5; border-bottom: 1px solid #d0d7e3; padding: 5px 20px; display: flex;
+      flex-wrap: wrap; gap: 4px 16px; font-size: 9.5px; color: #4a5a7a; }
+    .account-details-band { background: #f0f3f9; border-bottom: 1px solid #d0d7e3; padding: 12px 20px; }
+    .account-details-grid { display: grid; grid-template-columns: repeat(3, 1fr); gap: 10px 24px; }
+    .detail-label { font-size: 8.5px; font-weight: 700; color: #7a8aaa; text-transform: uppercase;
+      letter-spacing: 0.8px; margin-bottom: 2px; }
+    .detail-value { font-size: 12px; color: #222; }
+    .detail-value.bold { font-weight: 600; }
+    .detail-value.mono { font-family: 'Courier New', monospace; letter-spacing: 1px; }
+    .detail-value.status-badge { display: inline-block; padding: 1px 8px; border-radius: 10px; font-size: 10px;
+      font-weight: 600; background: #eee; color: #555; }
+    .detail-value.status-badge.active { background: #d4edda; color: #155724; }
+    .balance-summary-strip { display: flex; align-items: stretch; background: #1a3a6b; }
+    .balance-box { flex: 1; padding: 10px 18px; text-align: center; }
+    .balance-box-label { font-size: 9px; font-weight: 600; color: rgba(255, 255, 255, 0.65);
+      text-transform: uppercase; letter-spacing: 1px; margin-bottom: 3px; }
+    .balance-box-value { font-size: 15px; font-weight: 700; color: #c8a951; }
+    .balance-divider { width: 1px; background: rgba(255, 255, 255, 0.15); margin: 6px 0; }
+    .statement-table { width: 100%; border-collapse: collapse; font-size: 11px; }
+    .statement-table thead { display: table-header-group; }
+    .statement-table tfoot { display: table-row-group; }
+    .statement-table tr { page-break-inside: avoid; break-inside: avoid; }
+    .statement-table thead tr { background: #e8edf5; border-top: 1px solid #d0d7e3; border-bottom: 2px solid #1a3a6b; }
+    .statement-table thead th { padding: 8px 9px; font-size: 10px; font-weight: 700; color: #1a3a6b;
+      text-transform: uppercase; letter-spacing: 0.4px; white-space: nowrap; text-align: left; }
+    .statement-table tbody tr { border-bottom: 1px solid #e8ecf3; }
+    .statement-table tbody tr:nth-child(even) { background: #f4f7fb; }
+    .statement-table tbody td { padding: 6px 9px; vertical-align: middle; color: #333; }
+    .statement-table tfoot .total-row { background: #e8edf5; border-top: 2px solid #1a3a6b; }
+    .statement-table tfoot .total-row td { padding: 8px 9px; }
+    .col-sr { width: 34px; }
+    .col-date { width: 100px; white-space: nowrap; }
+    .col-desc { min-width: 150px; }
+    .col-ref { width: 90px; }
+    .col-amount { width: 100px; }
+    .col-balance { width: 110px; }
+    .debit-amount { color: #c0392b; font-weight: 500; }
+    .credit-amount { color: #1a7a3f; font-weight: 500; }
+    .balance-amount { color: #1a3a6b; font-weight: 600; font-family: 'Courier New', monospace; }
+    .total-label { font-size: 11px; font-weight: 700; color: #1a3a6b; text-transform: uppercase; letter-spacing: 0.5px; }
+    .closing-balance { font-size: 13px; font-weight: 700; color: #1a3a6b; font-family: 'Courier New', monospace; }
+    .txn-desc { font-weight: 500; }
+    .txn-note { display: block; font-size: 9.5px; color: #777; }
+    .text-right { text-align: right; }
+    .text-center { text-align: center; }
+    .text-muted { color: #999; }
+    .mono { font-family: 'Courier New', monospace; font-size: 10px; }
+    .no-data-block { padding: 40px; text-align: center; color: #aaa; font-size: 13px; }
+    .statement-footer { background: #f0f3f9; border-top: 1px solid #d0d7e3; padding: 10px 20px; text-align: center; }
+    .footer-note { font-size: 9px; color: #888; margin-bottom: 3px; font-style: italic; }
+    .footer-meta { font-size: 9px; color: #aaa; letter-spacing: 0.3px; }
+  `;
+
   fromDateControl = new FormControl('');
   toDateControl = new FormControl('');
 
   readonly today = new Date().toISOString().split('T')[0];
 
   ngOnInit(): void {
+    this.txnDataSource.sortingDataAccessor = (txn: any, column: string) => {
+      switch (column) {
+        case 'date':
+          return `${txn.transactionDate || ''}#${String(txn.id).padStart(12, '0')}`;
+        case 'transactionType':
+          return this.label(txn.transactionType);
+        case 'voucher':
+          return txn.voucherNo || '';
+        case 'debit':
+        case 'credit':
+          return Number(txn.amount || 0);
+        case 'balance':
+          return Number(txn.balanceAfterTransaction || 0);
+        default:
+          return Number(txn.id || 0);
+      }
+    };
+    merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges)
+      .pipe(takeUntilDestroyed(this.destroyRef))
+      .subscribe(() => this.refreshTransactionTable());
+
     const partyId = this.route.snapshot.paramMap.get('partyId');
     if (!partyId) {
       this.isLoading = false;
@@ -144,10 +329,39 @@ export class DdsAccountViewComponent implements OnInit {
         (a: any, b: any) =>
           String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
       );
+      this.refreshTransactionTable();
+      this.loadLetterhead(account);
       this.isLoading = false;
     });
   }
 
+  /** The Transactions tab reads oldest first, as the savings account's does, within the chosen dates. */
+  private refreshTransactionTable(): void {
+    this.txnDataSource.data = this.passbookEntries;
+  }
+
+  /** Institution Profile for the bank; the account's own office's Branch Profile, else the first on record. */
+  private loadLetterhead(account: any): void {
+    this.branchName = account?.officeName || '';
+    forkJoin({
+      institution: this.organizationService.getInstitutionProfile().pipe(catchError(() => of(null))),
+      branches: this.organizationService.getBranchProfiles().pipe(catchError(() => of([])))
+    }).subscribe(({ institution, branches }: any) => {
+      if (institution) {
+        this.bankName = institution.passbookHeaderName || institution.bankName || institution.legalName || 'Bank';
+        this.bankSubtitle = institution.licenseNumber ? `Lic. No. ${institution.licenseNumber}` : 'Account Statement';
+      }
+      const list: any[] = Array.isArray(branches) ? branches : [];
+      const branch = list.find((b: any) => account?.officeId && b.officeId === account.officeId) || list[0];
+      if (branch) {
+        this.branchName = branch.officeName || this.branchName;
+        this.branchAddress = branch.address || '';
+        this.ifscCode = branch.ifscCode || '';
+        this.micrCode = branch.micrCode || '';
+      }
+    });
+  }
+
   /** The transactions in the chosen range - all of them when no range is set. */
   get shownTransactions(): any[] {
     const from = this.fromDateControl.value;
@@ -164,6 +378,11 @@ export class DdsAccountViewComponent implements OnInit {
     });
   }
 
+  /** Whether the account has any transactions at all, whatever the date filter says. */
+  get hasTransactions(): boolean {
+    return this.transactions.length > 0;
+  }
+
   get totalCredits(): number {
     return this.sumOf('CREDIT');
   }
@@ -209,6 +428,11 @@ export class DdsAccountViewComponent implements OnInit {
     return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
   }
 
+  /** Row tint, as the savings transactions table has it - money moved by transfer shows in violet. */
+  txnRowClass(txn: any): string {
+    return txn.transactionType === 'TRANSFER' || txn.transactionType === 'WITHDRAW_DEPOSITE' ? 'transfer' : '';
+  }
+
   /** The rows on screen, as a spreadsheet the branch can keep or send on. */
   exportCsv(): void {
     const header = [
@@ -268,6 +492,35 @@ export class DdsAccountViewComponent implements OnInit {
     this.toDateControl.setValue('');
   }
 
+  /**
+   * A line in full - what it was, when, the payment details, voucher, reference, journal, branch and
+   * who keyed it - as a savings account's View Transaction shows one. From the Receipt menu item it
+   * prints straight away.
+   */
+  viewTransaction(txn: any, printReceipt = false): void {
+    this.dialog.open(DdsTransactionViewDialogComponent, {
+      width: '640px',
+      maxWidth: '95vw',
+      data: {
+        transaction: txn,
+        account: this.account,
+        typeLabel: this.label(txn.transactionType),
+        printOnOpen: printReceipt
+      }
+    });
+  }
+
+  viewJournalEntries(txn: any): void {
+    if (txn.journalTransactionId) {
+      this.router.navigate([
+        '/',
+        'journal-entry',
+        'view',
+        txn.journalTransactionId
+      ]);
+    }
+  }
+
   label(type: string): string {
     return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
   }

src/app/deposits/dds-accounts/dds-account-view/dds-transaction-view-dialog/dds-transaction-view-dialog.component.html

@@ -0,0 +1,144 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="dtv">
+  <header class="dtv-head" [class.dtv-head--debit]="!isCredit">
+    <div class="dtv-head__ic"><fa-icon [icon]="isCredit ? 'arrow-down' : 'arrow-up'"></fa-icon></div>
+    <div class="dtv-head__text">
+      <h2>{{ data.typeLabel }}</h2>
+      <p>Transaction #{{ txn.id }} · {{ txn.refNo || '—' }}</p>
+    </div>
+    <div class="dtv-head__amount">
+      <span>{{ isCredit ? 'Credit' : 'Debit' }}</span>
+      <strong>{{ txn.amount | currency: currency : 'symbol-narrow' : '1.2-2' }}</strong>
+    </div>
+    <button type="button" class="dtv-close" (click)="close()" aria-label="Close">
+      <fa-icon icon="times"></fa-icon>
+    </button>
+  </header>
+
+  <div class="dtv-body" id="dds-txn-receipt">
+    <!-- What the printed receipt opens with; hidden on screen, where the header above says it. -->
+    <div class="dtv-print-only">
+      <h2>DDS Transaction Receipt</h2>
+      <div class="muted">
+        {{ account.partyName }} · A/c {{ account.accountNo }} · {{ txn.officeName || account.officeName || '' }}
+      </div>
+      <div class="amount">
+        {{ isCredit ? 'Credit' : 'Debit' }} {{ txn.amount | currency: currency : 'symbol-narrow' : '1.2-2' }}
+      </div>
+    </div>
+
+    <section class="dtv-section">
+      <h3>General</h3>
+      <table class="dtv-kv">
+        <tr>
+          <td class="k">Id</td>
+          <td>{{ txn.id }}</td>
+        </tr>
+        <tr>
+          <td class="k">Reference No.</td>
+          <td class="mono">{{ txn.refNo || '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Transaction Type</td>
+          <td>{{ data.typeLabel }} ({{ txn.direction }})</td>
+        </tr>
+        <tr>
+          <td class="k">Transaction Date</td>
+          <td>{{ txn.transactionDate | date: 'dd MMM yyyy' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Submitted On</td>
+          <td>{{ txn.submittedOnDate ? (txn.submittedOnDate | date: 'dd MMM yyyy') : '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Currency</td>
+          <td>{{ currency }}</td>
+        </tr>
+        <tr>
+          <td class="k">Amount</td>
+          <td class="strong">{{ txn.amount | currency: currency : 'symbol-narrow' : '1.2-2' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Running Balance</td>
+          <td class="strong">
+            {{ txn.balanceAfterTransaction || 0 | currency: currency : 'symbol-narrow' : '1.2-2' }}
+          </td>
+        </tr>
+        <tr>
+          <td class="k">Note</td>
+          <td>{{ txn.description || '—' }}</td>
+        </tr>
+      </table>
+    </section>
+
+    <section class="dtv-section">
+      <h3>Payment Details</h3>
+      <table class="dtv-kv">
+        <tr>
+          <td class="k">Mode</td>
+          <td>{{ txn.transactionMode || '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Account Type / No.</td>
+          <td>{{ txn.accountType || '—' }}{{ txn.accountNo ? ' · ' + txn.accountNo : '' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Cheque No.</td>
+          <td>{{ txn.chequeNo || '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Token No.</td>
+          <td>{{ txn.tokenNo || '—' }}</td>
+        </tr>
+      </table>
+    </section>
+
+    <section class="dtv-section">
+      <h3>Accounting &amp; Audit</h3>
+      <table class="dtv-kv">
+        <tr>
+          <td class="k">Voucher No.</td>
+          <td class="mono">{{ txn.voucherNo || '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Journal Entry</td>
+          <td class="mono">{{ txn.journalTransactionId || 'None - nothing moved on the books' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Branch</td>
+          <td>{{ txn.officeName || account.officeName || '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Agent</td>
+          <td>{{ txn.agentCode }}{{ txn.agentName ? ' · ' + txn.agentName : '' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Created By</td>
+          <td>{{ txn.createdByUsername || '—' }}</td>
+        </tr>
+        <tr>
+          <td class="k">Created On</td>
+          <td>{{ txn.createdDate ? (txn.createdDate | date: 'dd MMM yyyy, hh:mm a') : '—' }}</td>
+        </tr>
+      </table>
+    </section>
+  </div>
+
+  <footer class="dtv-actions">
+    <button mat-stroked-button type="button" (click)="close()">Close</button>
+    <span class="dtv-actions__spacer"></span>
+    <button mat-stroked-button type="button" [disabled]="!txn.journalTransactionId" (click)="viewJournalEntries()">
+      <fa-icon icon="table-cells"></fa-icon> View Journal Entries
+    </button>
+    <button mat-flat-button color="primary" type="button" (click)="printReceipt()">
+      <fa-icon icon="receipt"></fa-icon> Print Receipt
+    </button>
+  </footer>
+</div>

src/app/deposits/dds-accounts/dds-account-view/dds-transaction-view-dialog/dds-transaction-view-dialog.component.scss

@@ -0,0 +1,167 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+$primary: #1353a0;
+$credit: #15803d;
+$debit: #b91c1c;
+$border: #e2e8f0;
+$text: #0f172a;
+$text-mid: #475569;
+
+:host {
+  display: block;
+}
+
+.dtv {
+  display: flex;
+  flex-direction: column;
+  max-height: 88vh;
+  color: $text;
+  font-size: 13px;
+}
+
+.dtv-head {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding: 16px 20px;
+  background: linear-gradient(135deg, #1e40af, #2563eb);
+  color: #fff;
+
+  &--debit {
+    background: linear-gradient(135deg, #7f1d1d, #b91c1c);
+  }
+
+  &__ic {
+    display: grid;
+    place-items: center;
+    flex: none;
+    width: 38px;
+    height: 38px;
+    border-radius: 10px;
+    background: rgb(255 255 255 / 18%);
+  }
+
+  &__text {
+    flex: 1;
+    min-width: 0;
+
+    h2 {
+      margin: 0;
+      font-size: 16px;
+      font-weight: 700;
+    }
+
+    p {
+      margin: 2px 0 0;
+      font-size: 12px;
+      opacity: 0.85;
+    }
+  }
+
+  &__amount {
+    display: flex;
+    flex-direction: column;
+    align-items: flex-end;
+
+    span {
+      font-size: 11px;
+      letter-spacing: 0.06em;
+      text-transform: uppercase;
+      opacity: 0.85;
+    }
+
+    strong {
+      font-size: 18px;
+    }
+  }
+}
+
+.dtv-close {
+  border: 0;
+  background: transparent;
+  color: #fff;
+  font-size: 16px;
+  cursor: pointer;
+}
+
+.dtv-body {
+  flex: 1;
+  min-height: 0;
+  padding: 14px 20px;
+  overflow-y: auto;
+}
+
+.dtv-print-only {
+  display: none;
+}
+
+.dtv-section {
+  & + & {
+    margin-top: 14px;
+  }
+
+  h3 {
+    margin: 0 0 6px;
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.08em;
+    text-transform: uppercase;
+    color: $primary;
+  }
+}
+
+.dtv-kv {
+  width: 100%;
+  border: 1px solid $border;
+  border-radius: 8px;
+  border-collapse: separate;
+  border-spacing: 0;
+  overflow: hidden;
+
+  td {
+    padding: 7px 12px;
+    border-bottom: 1px solid #eef2f6;
+    vertical-align: top;
+  }
+
+  tr:last-child td {
+    border-bottom: 0;
+  }
+
+  .k {
+    width: 38%;
+    background: #f8fafc;
+    color: $text-mid;
+    font-weight: 600;
+  }
+
+  .mono {
+    font-family: ui-monospace, 'Cascadia Mono', Consolas, monospace;
+  }
+
+  .strong {
+    font-weight: 700;
+  }
+}
+
+.dtv-actions {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 12px 20px;
+  border-top: 1px solid $border;
+
+  &__spacer {
+    flex: 1;
+  }
+
+  fa-icon {
+    margin-right: 6px;
+  }
+}

src/app/deposits/dds-accounts/dds-account-view/dds-transaction-view-dialog/dds-transaction-view-dialog.component.ts

@@ -0,0 +1,109 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, inject } from '@angular/core';
+import { CurrencyPipe, DatePipe } from '@angular/common';
+import { Router } from '@angular/router';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { MatButton } from '@angular/material/button';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** What the account view hands the dialog: the line, its account, and how to name its type. */
+export interface DdsTransactionViewData {
+  transaction: any;
+  account: any;
+  typeLabel: string;
+  /** Opened from the Receipt menu item: print the receipt straight away. */
+  printOnOpen?: boolean;
+}
+
+/**
+ * One DDS passbook line in full - everything the line was saved with - the way a savings account's
+ * View Transaction shows one: what it was, when, how much, and who keyed it, with the voucher, its
+ * own reference and the journal it was booked under. Prints as a receipt.
+ */
+@Component({
+  selector: 'mifosx-dds-transaction-view-dialog',
+  templateUrl: './dds-transaction-view-dialog.component.html',
+  styleUrls: ['./dds-transaction-view-dialog.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    CurrencyPipe,
+    DatePipe,
+    MatButton,
+    FaIconComponent
+  ]
+})
+export class DdsTransactionViewDialogComponent {
+  private dialogRef = inject(MatDialogRef<DdsTransactionViewDialogComponent>);
+  private router = inject(Router);
+  data = inject<DdsTransactionViewData>(MAT_DIALOG_DATA);
+
+  get txn(): any {
+    return this.data.transaction || {};
+  }
+
+  get account(): any {
+    return this.data.account || {};
+  }
+
+  get isCredit(): boolean {
+    return this.txn.direction === 'CREDIT';
+  }
+
+  get currency(): string {
+    return this.account.currencyCode || 'INR';
+  }
+
+  constructor() {
+    if (this.data.printOnOpen) {
+      // After the view has drawn, so the receipt has something in it to print.
+      setTimeout(() => this.printReceipt(), 300);
+    }
+  }
+
+  viewJournalEntries(): void {
+    if (!this.txn.journalTransactionId) {
+      return;
+    }
+    this.dialogRef.close();
+    this.router.navigate([
+      '/',
+      'journal-entry',
+      'view',
+      this.txn.journalTransactionId
+    ]);
+  }
+
+  /** The receipt block alone, in a window of its own - as the savings receipt prints. */
+  printReceipt(): void {
+    const receipt = document.getElementById('dds-txn-receipt');
+    const popup = window.open('', '_blank', 'width=720,height=800');
+    if (!receipt || !popup) {
+      return;
+    }
+    popup.document.write(`<html><head><title>${this.txn.refNo || 'DDS'} Receipt</title><style>
+      body { font-family: Arial, sans-serif; font-size: 12px; color: #111; margin: 24px; }
+      h2 { margin: 0 0 4px; font-size: 16px; } .muted { color: #555; }
+      table { width: 100%; border-collapse: collapse; margin-top: 12px; }
+      td { padding: 6px 8px; border-bottom: 1px solid #ddd; vertical-align: top; }
+      td.k { width: 38%; color: #555; } .amount { font-size: 18px; font-weight: 700; }
+      .sign { margin-top: 48px; display: flex; justify-content: space-between; }
+    </style></head><body>${receipt.innerHTML}
+      <div class="sign"><span>Customer</span><span>Authorised Signatory</span></div>
+    </body></html>`);
+    popup.document.close();
+    popup.focus();
+    popup.print();
+  }
+
+  close(): void {
+    this.dialogRef.close();
+  }
+}

src/app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component.html

@@ -19,79 +19,551 @@
       <span>Loading entry…</span>
     </div>
   } @else {
-    <div class="dri-body">
+    <div class="dri-body" [class.ddr-body]="isProductReview || isAgentReview || isPartyReview">
-      <!-- Header card: the voucher it moves under, its status, who made it and when -->
+      @if (isProductReview) {
-      <div class="dri-card dri-card--header">
+        <!--
-        <div class="dri-card-header">
+          A DDS product request reads as the product it creates or changes: who and what at the top,
-          <div class="dri-card-header__left">
+          the four terms a checker looks at first, then every term grouped as the Account Type screen
-            <span class="dri-voucher">{{ voucherNo || '—' }}</span>
+          asks for them. An edit shows each changed term as old → new.
-            <span class="dri-status" [ngClass]="statusClass(entry.status)">
+        -->
-              {{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
+        <section class="ddr-hero">
-            </span>
+          <div class="ddr-hero__icon">
+            <mat-icon>{{ isEdit ? 'edit_note' : 'savings' }}</mat-icon>
           </div>
-          <div class="dri-card-header__meta">
+          <div class="ddr-hero__main">
-            <span class="dri-meta-item">
+            <div class="ddr-hero__eyebrow">
+              <span class="ddr-chip" [class.ddr-chip--edit]="isEdit">{{
+                isEdit ? 'Edit request' : 'New product'
+              }}</span>
+              <span class="dri-status" [ngClass]="statusClass(entry.status)">{{ entry.status }}</span>
+            </div>
+            <h2 class="ddr-hero__title">{{ valueOf('accountTypeDescription') || entry.details || 'DDS Product' }}</h2>
+            <div class="ddr-hero__code">
+              <span class="ddr-mono">{{ valueOf('accountTypeCode') || '—' }}</span>
+              @if (valueOf('accountTypeGroup')) {
+                <span class="ddr-dot"></span>
+                <span>{{ valueOf('accountTypeGroup') }} group</span>
+              }
+            </div>
+          </div>
+          <div class="ddr-hero__meta">
+            <span class="ddr-meta">
               <mat-icon>person</mat-icon>
-              {{ entry.makerName || entry.maker }} ({{ entry.maker }})
+              <span>
+                <b>{{ entry.makerName || entry.maker }}</b>
+                <small>{{ entry.maker }}</small>
+              </span>
             </span>
-            <span class="dri-meta-item">
+            <span class="ddr-meta">
               <mat-icon>schedule</mat-icon>
-              {{ formatDateTime(entry.madeOn) }}
+              <span>
+                <b>{{ formatDateTime(entry.madeOn) }}</b>
+                <small>Submitted</small>
+              </span>
             </span>
             @if (entry.status !== 'PENDING' && entry.checker) {
-              <span class="dri-meta-item">
+              <span class="ddr-meta">
-                <mat-icon>check_circle</mat-icon>
+                <mat-icon>verified_user</mat-icon>
-                Actioned by: {{ entry.checkerName || entry.checker }}
+                <span>
+                  <b>{{ entry.checkerName || entry.checker }}</b>
+                  <small>{{ entry.status === 'APPROVED' ? 'Approved by' : 'Rejected by' }}</small>
+                </span>
               </span>
             }
           </div>
-        </div>
+        </section>
-      </div>
 
-      <!-- Summary -->
+        <!-- The terms a checker reads first. -->
-      <div class="dri-card">
+        <section class="ddr-stats">
-        <div class="dri-section-title">
+          <div class="ddr-stat ddr-stat--accent">
-          <mat-icon>swap_horiz</mat-icon>
+            <span class="ddr-stat__label"><mat-icon>percent</mat-icon>Interest Rate</span>
-          {{ entry.type }} Summary
+            <span class="ddr-stat__value">{{ valueOf('interestRate') || '—' }}</span>
-        </div>
+            <span class="ddr-stat__hint">p.a., worked out daily</span>
-        <div class="dri-detail-grid">
+          </div>
-          <div class="dri-detail-item">
+          <div class="ddr-stat">
-            <span class="dri-detail-label">Total Amount</span>
+            <span class="ddr-stat__label"><mat-icon>event_repeat</mat-icon>Interest Posting</span>
-            <span class="dri-detail-value dri-amount">
+            <span class="ddr-stat__value">
-              {{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
+              {{ valueOf('autoInterestPost') === 'No' ? 'Manual' : valueOf('autoInterestPostWhen') || 'Monthly' }}
+            </span>
+            <span class="ddr-stat__hint">
+              {{ valueOf('autoInterestPost') === 'No' ? 'Posted from the batch screen' : 'Automatic, at period end' }}
             </span>
           </div>
-          <div class="dri-detail-item">
+          <div class="ddr-stat">
-            <span class="dri-detail-label">DR Accounts</span>
+            <span class="ddr-stat__label"><mat-icon>lock_clock</mat-icon>Lock-in</span>
-            <span class="dri-detail-value"
+            <span class="ddr-stat__value">{{ valueOf('prematureLockinMonths') || '—' }}</span>
-              >{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
+            <span class="ddr-stat__hint">before early closure</span>
-            >
           </div>
-          <div class="dri-detail-item">
+          <div class="ddr-stat">
-            <span class="dri-detail-label">CR Accounts</span>
+            <span class="ddr-stat__label"><mat-icon>event_available</mat-icon>Maturity</span>
-            <span class="dri-detail-value"
+            <span class="ddr-stat__value">{{
-              >{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
+              valueOf('maturityAutoClose') === 'Yes' ? 'Auto close' : 'Manual payout'
-            >
+            }}</span>
+            <span class="ddr-stat__hint">on the maturity date</span>
           </div>
-          <div class="dri-detail-item dri-detail-item--full">
+        </section>
-            <span class="dri-detail-label">Details</span>
+
-            <span class="dri-detail-value">{{ entry.details || '—' }}</span>
+        @if (compareFields) {
+          <div class="ddr-banner" [class.ddr-banner--none]="!changedCount">
+            <mat-icon>{{ changedCount ? 'compare_arrows' : 'info' }}</mat-icon>
+            @if (changedCount) {
+              <span>
+                <b>{{ changedCount }} term{{ changedCount !== 1 ? 's' : '' }}</b> will change on approval - highlighted
+                below as current → proposed.
+              </span>
+            } @else {
+              <span>This edit changes nothing - every term matches the product as it stands.</span>
+            }
           </div>
-          @if (detail?.description) {
+        }
-            <div class="dri-detail-item dri-detail-item--full">
+
-              <span class="dri-detail-label">Description</span>
+        @for (group of fieldGroups; track group.name) {
-              <span class="dri-detail-value">{{ detail.description }}</span>
+          <section class="ddr-section">
+            <header class="ddr-section__head">
+              <span class="ddr-section__icon"
+                ><mat-icon>{{ group.icon }}</mat-icon></span
+              >
+              <span class="ddr-section__title">{{ group.name }}</span>
+              @if (group.changed) {
+                <span class="ddr-chip ddr-chip--edit">{{ group.changed }} changed</span>
+              }
+            </header>
+            @if (group.name === 'Accounting') {
+              <!--
+                The ledger accounts the product posts through, laid out as the product's own Accounting
+                tab lays them out: the kind of account, what it is for, and the account by name and code.
+              -->
+              <div class="ddr-acct">
+                @for (field of group.fields; track field.key) {
+                  <div class="ddr-acct__row" [class.ddr-acct__row--changed]="field.changed">
+                    <div class="ddr-acct__meta">
+                      <span class="ddr-acct__kind" [ngClass]="'ddr-acct__kind--' + glKind(field.key).toLowerCase()">{{
+                        glKind(field.key)
+                      }}</span>
+                      <span class="ddr-acct__label">
+                        {{ field.label }}
+                        @if (field.changed) {
+                          <span class="ddr-tile__flag">Changed</span>
+                        }
+                      </span>
+                    </div>
+                    <div class="ddr-acct__value">
+                      @if (field.changed) {
+                        <span class="ddr-acct__gl ddr-acct__gl--old">
+                          {{ glName(field.current) }}
+                          @if (glCode(field.current)) {
+                            <span class="ddr-acct__code">{{ glCode(field.current) }}</span>
+                          }
+                        </span>
+                        <mat-icon class="ddr-acct__arrow">arrow_forward</mat-icon>
+                      }
+                      <span class="ddr-acct__gl" [class.ddr-acct__gl--none]="!field.value">
+                        {{ glName(field.value) }}
+                        @if (glCode(field.value)) {
+                          <span class="ddr-acct__code">{{ glCode(field.value) }}</span>
+                        }
+                      </span>
+                    </div>
+                  </div>
+                }
+              </div>
+            } @else {
+              <div class="ddr-grid">
+                @for (field of group.fields; track field.key) {
+                  <div class="ddr-tile" [class.ddr-tile--changed]="field.changed">
+                    <span class="ddr-tile__label">
+                      {{ field.label }}
+                      @if (field.changed) {
+                        <span class="ddr-tile__flag">Changed</span>
+                      }
+                    </span>
+                    @if (field.changed) {
+                      <span class="ddr-tile__diff">
+                        <span class="ddr-tile__old">{{ field.current || '—' }}</span>
+                        <mat-icon>arrow_forward</mat-icon>
+                        <ng-container *ngTemplateOutlet="valueTpl; context: { field: field }"></ng-container>
+                      </span>
+                    } @else {
+                      <ng-container *ngTemplateOutlet="valueTpl; context: { field: field }"></ng-container>
+                    }
+                  </div>
+                }
+              </div>
+            }
+          </section>
+        }
+
+        <ng-template #valueTpl let-field="field">
+          @if (field.format === 'yesno' && field.value) {
+            <span class="ddr-pill" [class.ddr-pill--yes]="field.value === 'Yes'">
+              <mat-icon>{{ field.value === 'Yes' ? 'check_circle' : 'remove_circle_outline' }}</mat-icon>
+              {{ field.value }}
+            </span>
+          } @else {
+            <span class="ddr-tile__value" [class.ddr-mono]="field.key === 'accountTypeCode'">{{
+              field.value || '—'
+            }}</span>
+          }
+        </ng-template>
+      } @else if (isAgentReview) {
+        <!--
+          An agent request reads as the agent it opens or changes: who and when at the top, then the
+          client, address, branch and accounts - the branch, the ledger account and the client by name,
+          not number - and the guarantors named with it. An edit lists only what it changes.
+        -->
+        <section class="ddr-hero">
+          <div class="ddr-hero__icon">
+            <mat-icon>{{ isEdit ? 'manage_accounts' : 'person_add' }}</mat-icon>
+          </div>
+          <div class="ddr-hero__main">
+            <div class="ddr-hero__eyebrow">
+              <span class="ddr-chip" [class.ddr-chip--edit]="isEdit">{{ isEdit ? 'Edit request' : 'New agent' }}</span>
+              <span class="dri-status" [ngClass]="statusClass(entry.status)">{{ entry.status }}</span>
+            </div>
+            <h2 class="ddr-hero__title">{{ valueOf('agentNameId') || entry.details || 'DDS Agent' }}</h2>
+            <div class="ddr-hero__code">
+              @if (valueOf('clientId')) {
+                <span>Client {{ valueOf('clientId') }}</span>
+              }
+              @if (valueOf('agentSavingAccountNo')) {
+                <span class="ddr-dot"></span>
+                <span class="ddr-mono">{{ valueOf('agentSavingAccountNo') }}</span>
+              }
+            </div>
+          </div>
+          <div class="ddr-hero__meta">
+            <span class="ddr-meta">
+              <mat-icon>person</mat-icon>
+              <span>
+                <b>{{ entry.makerName || entry.maker }}</b>
+                <small>{{ entry.maker }}</small>
+              </span>
+            </span>
+            <span class="ddr-meta">
+              <mat-icon>schedule</mat-icon>
+              <span>
+                <b>{{ formatDateTime(entry.madeOn) }}</b>
+                <small>Submitted</small>
+              </span>
+            </span>
+            @if (entry.status !== 'PENDING' && entry.checker) {
+              <span class="ddr-meta">
+                <mat-icon>verified_user</mat-icon>
+                <span>
+                  <b>{{ entry.checkerName || entry.checker }}</b>
+                  <small>{{ entry.status === 'APPROVED' ? 'Approved by' : 'Rejected by' }}</small>
+                </span>
+              </span>
+            }
+          </div>
+        </section>
+
+        @for (group of fieldGroups; track group.name) {
+          <section class="ddr-section">
+            <header class="ddr-section__head">
+              <span class="ddr-section__icon"
+                ><mat-icon>{{ group.icon }}</mat-icon></span
+              >
+              <span class="ddr-section__title">{{ group.name }}</span>
+            </header>
+            <div class="ddr-grid">
+              @for (field of group.fields; track field.key) {
+                <div class="ddr-tile">
+                  <span class="ddr-tile__label">{{ field.label }}</span>
+                  <span class="ddr-tile__value" [class.ddr-mono]="field.key === 'agentSavingAccountNo'">{{
+                    field.value || '—'
+                  }}</span>
+                </div>
+              }
+            </div>
+          </section>
+        }
+
+        <section class="ddr-section">
+          <header class="ddr-section__head">
+            <span class="ddr-section__icon"><mat-icon>shield_person</mat-icon></span>
+            <span class="ddr-section__title">Guarantors</span>
+            <span class="ddr-chip ddr-chip--edit">{{ guarantors.length }}</span>
+          </header>
+          @if (guarantors.length) {
+            <table class="dri-cr-table">
+              <thead>
+                <tr>
+                  <th>#</th>
+                  <th>Client</th>
+                  <th>Name</th>
+                  <th>Telephone</th>
+                  <th>Address</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (g of guarantors; track $index; let i = $index) {
+                  <tr>
+                    <td class="dri-cr-idx">{{ i + 1 }}</td>
+                    <td>{{ g.client || '—' }}</td>
+                    <td>{{ g.name || '—' }}</td>
+                    <td class="cell-mono">{{ g.telephone || '—' }}</td>
+                    <td>{{ g.address || '—' }}</td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          } @else {
+            <div class="ddr-tile">
+              <span class="ddr-tile__value">No guarantors named in this request.</span>
             </div>
           }
+        </section>
+      } @else if (isPartyReview) {
+        <!--
+          A DDS account request reads as the account it opens or changes: who it is for and when, the
+          terms a checker looks at first, then every detail in the sections the Party Master Entry screen
+          has - the client, scheme, agent and branch by name, not number - and the nominees named with it.
+          An edit lists only what it changes.
+        -->
+        <section class="ddr-hero">
+          <div class="ddr-hero__icon">
+            <mat-icon>{{ isEdit ? 'edit_note' : 'account_balance_wallet' }}</mat-icon>
+          </div>
+          <div class="ddr-hero__main">
+            <div class="ddr-hero__eyebrow">
+              <span class="ddr-chip" [class.ddr-chip--edit]="isEdit">{{
+                isEdit ? 'Edit request' : 'New DDS account'
+              }}</span>
+              <span class="dri-status" [ngClass]="statusClass(entry.status)">{{ entry.status }}</span>
+            </div>
+            <h2 class="ddr-hero__title">{{ valueOf('partyName') || entry.details || 'DDS Account' }}</h2>
+            <div class="ddr-hero__code">
+              @if (valueOf('subType')) {
+                <span>{{ valueOf('subType') }}</span>
+              }
+              @if (valueOf('clientId')) {
+                <span class="ddr-dot"></span>
+                <span>Client {{ valueOf('clientId') }}</span>
+              }
+            </div>
+          </div>
+          <div class="ddr-hero__meta">
+            <span class="ddr-meta">
+              <mat-icon>person</mat-icon>
+              <span>
+                <b>{{ entry.makerName || entry.maker }}</b>
+                <small>{{ entry.maker }}</small>
+              </span>
+            </span>
+            <span class="ddr-meta">
+              <mat-icon>schedule</mat-icon>
+              <span>
+                <b>{{ formatDateTime(entry.madeOn) }}</b>
+                <small>Submitted</small>
+              </span>
+            </span>
+            @if (entry.status !== 'PENDING' && entry.checker) {
+              <span class="ddr-meta">
+                <mat-icon>verified_user</mat-icon>
+                <span>
+                  <b>{{ entry.checkerName || entry.checker }}</b>
+                  <small>{{ entry.status === 'APPROVED' ? 'Approved by' : 'Rejected by' }}</small>
+                </span>
+              </span>
+            }
+          </div>
+        </section>
+
+        <!-- The terms a checker reads first. -->
+        <section class="ddr-stats">
+          <div class="ddr-stat ddr-stat--accent">
+            <span class="ddr-stat__label"><mat-icon>payments</mat-icon>Daily Deposit</span>
+            <span class="ddr-stat__value">{{ valueOf('dailyDepositAmount') || '—' }}</span>
+            <span class="ddr-stat__hint">collected every day</span>
+          </div>
+          <div class="ddr-stat">
+            <span class="ddr-stat__label"><mat-icon>date_range</mat-icon>Term</span>
+            <span class="ddr-stat__value">{{ valueOf('days') ? valueOf('days') + ' days' : '—' }}</span>
+            <span class="ddr-stat__hint">{{ valueOf('month') ? valueOf('month') + ' months' : '' }}</span>
+          </div>
+          <div class="ddr-stat">
+            <span class="ddr-stat__label"><mat-icon>event</mat-icon>Opening Date</span>
+            <span class="ddr-stat__value">{{ valueOf('openingDate') || '—' }}</span>
+            <span class="ddr-stat__hint">{{
+              valueOf('maturityDate') ? 'Matures ' + valueOf('maturityDate') : 'account opens'
+            }}</span>
+          </div>
+          <div class="ddr-stat">
+            <span class="ddr-stat__label"><mat-icon>support_agent</mat-icon>Agent</span>
+            <span class="ddr-stat__value ddr-stat__value--small">{{ valueOf('agentId') || '—' }}</span>
+            <span class="ddr-stat__hint">{{ valueOf('officeId') || '' }}</span>
+          </div>
+        </section>
+
+        @for (group of fieldGroups; track group.name) {
+          <section class="ddr-section">
+            <header class="ddr-section__head">
+              <span class="ddr-section__icon"
+                ><mat-icon>{{ group.icon }}</mat-icon></span
+              >
+              <span class="ddr-section__title">{{ group.name }}</span>
+            </header>
+            <div class="ddr-grid">
+              @for (field of group.fields; track field.key) {
+                <div class="ddr-tile">
+                  <span class="ddr-tile__label">{{ field.label }}</span>
+                  @if (field.format === 'yesno') {
+                    <span class="ddr-pill" [class.ddr-pill--yes]="field.value === 'Yes'">
+                      <mat-icon>{{ field.value === 'Yes' ? 'check_circle' : 'remove_circle_outline' }}</mat-icon>
+                      {{ field.value }}
+                    </span>
+                  } @else {
+                    <span class="ddr-tile__value">{{ field.value || '—' }}</span>
+                  }
+                </div>
+              }
+            </div>
+          </section>
+        }
+
+        <section class="ddr-section">
+          <header class="ddr-section__head">
+            <span class="ddr-section__icon"><mat-icon>family_restroom</mat-icon></span>
+            <span class="ddr-section__title">Nominees</span>
+            @if (detail?.nomineeSplit && nominees.length) {
+              <span class="ddr-chip ddr-chip--edit">Split by {{ detail.nomineeSplit }}</span>
+            }
+            <span class="ddr-chip ddr-chip--edit">{{ nominees.length }}</span>
+          </header>
+          @if (nominees.length) {
+            <table class="dri-cr-table">
+              <thead>
+                <tr>
+                  <th>#</th>
+                  <th>Name</th>
+                  <th>Relation</th>
+                  <th>Gender</th>
+                  <th>Mobile</th>
+                  <th>Birth Date</th>
+                  <th>Guardian</th>
+                  <th class="num">Share</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (n of nominees; track $index; let i = $index) {
+                  <tr>
+                    <td class="dri-cr-idx">{{ i + 1 }}</td>
+                    <td>{{ n.name || '—' }}</td>
+                    <td>{{ n.relation || '—' }}</td>
+                    <td>{{ n.gender || '—' }}</td>
+                    <td class="cell-mono">{{ n.mobileNo || '—' }}</td>
+                    <td>{{ n.birthDate || '—' }}</td>
+                    <td>{{ n.guardianName || '—' }}</td>
+                    <td class="num">{{ n.share || '—' }}</td>
+                  </tr>
+                }
+              </tbody>
+            </table>
+          } @else {
+            <div class="ddr-tile">
+              <span class="ddr-tile__value">No nominee named in this request.</span>
+            </div>
+          }
+        </section>
+      } @else {
+        <!-- Header card: the voucher it moves under, its status, who made it and when -->
+        <div class="dri-card dri-card--header">
+          <div class="dri-card-header">
+            <div class="dri-card-header__left">
+              <!-- No voucher slot for a change that moves no money - it would only ever read "—". -->
+              @if (voucherNo || movesMoney) {
+                <span class="dri-voucher">{{ voucherNo || '—' }}</span>
+              }
+              <span class="dri-status" [ngClass]="statusClass(entry.status)">
+                {{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
+              </span>
+            </div>
+            <div class="dri-card-header__meta">
+              <span class="dri-meta-item">
+                <mat-icon>person</mat-icon>
+                {{ entry.makerName || entry.maker }} ({{ entry.maker }})
+              </span>
+              <span class="dri-meta-item">
+                <mat-icon>schedule</mat-icon>
+                {{ formatDateTime(entry.madeOn) }}
+              </span>
+              @if (entry.status !== 'PENDING' && entry.checker) {
+                <span class="dri-meta-item">
+                  <mat-icon>check_circle</mat-icon>
+                  Actioned by: {{ entry.checkerName || entry.checker }}
+                </span>
+              }
+            </div>
+          </div>
         </div>
-      </div>
+
+        <!-- Summary -->
+        <div class="dri-card">
+          <div class="dri-section-title">
+            <mat-icon>swap_horiz</mat-icon>
+            {{ entry.type }} Summary
+          </div>
+          <div class="dri-detail-grid">
+            <!-- Amount and sides only for an entry that moves money; a product or agent change has neither. -->
+            @if (movesMoney) {
+              <div class="dri-detail-item">
+                <span class="dri-detail-label">Total Amount</span>
+                <span class="dri-detail-value dri-amount">
+                  {{
+                    entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—'
+                  }}
+                </span>
+              </div>
+              @if (entriesProjected) {
+                <div class="dri-detail-item dri-detail-item--full">
+                  <span class="dri-detail-label">Ledger</span>
+                  <span class="dri-detail-value"
+                    >No journal entry is made when this is approved - it records what has been earned. The entries below
+                    are what the matching Posting run will book.</span
+                  >
+                </div>
+              }
+              <div class="dri-detail-item">
+                <span class="dri-detail-label">{{
+                  entriesProjected ? 'DR Accounts (when posted)' : 'DR Accounts'
+                }}</span>
+                <span class="dri-detail-value"
+                  >{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
+                >
+              </div>
+              <div class="dri-detail-item">
+                <span class="dri-detail-label">{{
+                  entriesProjected ? 'CR Accounts (when posted)' : 'CR Accounts'
+                }}</span>
+                <span class="dri-detail-value"
+                  >{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
+                >
+              </div>
+            }
+            <div class="dri-detail-item dri-detail-item--full">
+              <span class="dri-detail-label">Details</span>
+              <span class="dri-detail-value">{{ entry.details || '—' }}</span>
+            </div>
+            @if (detail?.description) {
+              <div class="dri-detail-item dri-detail-item--full">
+                <span class="dri-detail-label">Description</span>
+                <span class="dri-detail-value">{{ detail.description }}</span>
+              </div>
+            }
+          </div>
+        </div>
+      }
 
       <!-- Debit entries -->
       @if (debitLines.length) {
         <div class="dri-card">
           <div class="dri-section-title">
             <mat-icon>arrow_upward</mat-icon>
-            Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
+            {{ entriesProjected ? 'Debit entries when posted' : 'Debit Entries' }} ({{ debitLines.length }} account{{
+              debitLines.length !== 1 ? 's' : ''
+            }}
+            — funds out)
           </div>
           <table class="dri-cr-table">
             <thead>
@@ -129,7 +601,10 @@
         <div class="dri-card">
           <div class="dri-section-title">
             <mat-icon>arrow_downward</mat-icon>
-            Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
+            {{ entriesProjected ? 'Credit entries when posted' : 'Credit Entries' }} ({{ creditLines.length }} account{{
+              creditLines.length !== 1 ? 's' : ''
+            }}
+            — funds in)
           </div>
           <table class="dri-cr-table">
             <thead>
@@ -225,7 +700,7 @@
       }
 
       @if (entry.status === 'PENDING' && !done) {
-        <div class="dri-actions">
+        <div class="dri-actions" [class.ddr-actions]="isProductReview || isAgentReview || isPartyReview">
           @if (!confirmReject) {
             <button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
               <mat-icon>check_circle</mat-icon>

src/app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component.scss

@@ -0,0 +1,563 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// The DDS product review. Layered on the Disbursement & Transfers sheet and drawn from the same
+// palette, so it reads as part of the same Approval Center rather than a screen of its own.
+
+$brand: #0f4f3c;
+$brand-mid: #1f7a5c;
+$brand-light: #e6f4f0;
+$primary: #4a6cf7;
+$warning: #b45309;
+$warning-bg: #fffbeb;
+$warning-border: #fde68a;
+$text-dark: #0f172a;
+$text-mid: #475569;
+$text-soft: #94a3b8;
+$border: #e2e8f0;
+$bg-white: #fff;
+$bg-soft: #f8fafc;
+$radius: 14px;
+$shadow-sm:
+  0 1px 3px rgb(15 23 42 / 6%),
+  0 1px 2px rgb(15 23 42 / 4%);
+
+@mixin icon($size) {
+  font-size: $size;
+  width: $size;
+  height: $size;
+  line-height: $size;
+}
+
+.ddr-mono {
+  font-family: 'JetBrains Mono', SFMono-Regular, Consolas, monospace;
+  letter-spacing: 0.02em;
+}
+
+// A product review has more to lay out than a money movement, so the dialog widens for it.
+.dri-body.ddr-body {
+  max-width: none;
+  gap: 16px;
+  padding-bottom: 0;
+}
+
+.dri--dialog:has(.ddr-body) {
+  width: min(880px, 94vw);
+}
+
+// ── Hero ─────────────────────────────────────────────────────────────────────
+.ddr-hero {
+  display: grid;
+  grid-template-columns: auto 1fr auto;
+  gap: 18px;
+  align-items: center;
+  padding: 22px 24px;
+  border-radius: $radius;
+  background:
+    radial-gradient(circle at 100% 0%, rgb(255 255 255 / 12%) 0, transparent 45%),
+    linear-gradient(135deg, $brand 0%, $brand-mid 100%);
+  color: #fff;
+  box-shadow: 0 8px 24px rgb(15 79 60 / 22%);
+
+  &__icon {
+    display: grid;
+    place-items: center;
+    width: 56px;
+    height: 56px;
+    border-radius: 16px;
+    background: rgb(255 255 255 / 14%);
+    border: 1px solid rgb(255 255 255 / 22%);
+
+    mat-icon {
+      @include icon(28px);
+    }
+  }
+
+  &__main {
+    min-width: 0;
+  }
+
+  &__eyebrow {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    margin-bottom: 6px;
+  }
+
+  &__title {
+    margin: 0;
+    font-size: 21px;
+    font-weight: 700;
+    line-height: 1.25;
+    overflow-wrap: anywhere;
+  }
+
+  &__code {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    margin-top: 4px;
+    font-size: 13px;
+    color: rgb(255 255 255 / 78%);
+  }
+
+  &__meta {
+    display: flex;
+    flex-direction: column;
+    gap: 10px;
+    padding-left: 18px;
+    border-left: 1px solid rgb(255 255 255 / 18%);
+  }
+
+  // Status reads on the dark band as a light chip, whatever its colour on a white card.
+  .dri-status {
+    background: rgb(255 255 255 / 92%);
+    font-size: 11px;
+    padding: 3px 10px;
+  }
+}
+
+.ddr-dot {
+  width: 4px;
+  height: 4px;
+  border-radius: 50%;
+  background: currentcolor;
+  opacity: 0.6;
+}
+
+.ddr-meta {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  font-size: 12px;
+
+  mat-icon {
+    @include icon(18px);
+
+    opacity: 0.75;
+  }
+
+  b {
+    display: block;
+    font-weight: 600;
+    white-space: nowrap;
+  }
+
+  small {
+    display: block;
+    font-size: 11px;
+    color: rgb(255 255 255 / 65%);
+  }
+}
+
+.ddr-chip {
+  display: inline-flex;
+  align-items: center;
+  padding: 3px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.04em;
+  text-transform: uppercase;
+  background: rgb(255 255 255 / 16%);
+  color: #fff;
+  border: 1px solid rgb(255 255 255 / 28%);
+
+  &--edit {
+    background: $warning-bg;
+    color: $warning;
+    border-color: $warning-border;
+  }
+}
+
+// ── Key terms ────────────────────────────────────────────────────────────────
+.ddr-stats {
+  display: grid;
+  grid-template-columns: repeat(4, minmax(0, 1fr));
+  gap: 12px;
+}
+
+.ddr-stat {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  padding: 14px 16px;
+  background: $bg-white;
+  border: 1px solid $border;
+  border-radius: 12px;
+  box-shadow: $shadow-sm;
+
+  &__label {
+    display: flex;
+    align-items: center;
+    gap: 6px;
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.05em;
+    text-transform: uppercase;
+    color: $text-soft;
+
+    mat-icon {
+      @include icon(16px);
+
+      color: $brand-mid;
+    }
+  }
+
+  &__value {
+    font-size: 18px;
+    font-weight: 700;
+    color: $text-dark;
+    overflow-wrap: anywhere;
+  }
+
+  &__hint {
+    font-size: 11.5px;
+    color: $text-mid;
+    min-height: 14px;
+  }
+
+  // A value that is a name rather than a figure - an agent's code and name - reads smaller.
+  &__value--small {
+    font-size: 14px;
+    line-height: 1.3;
+  }
+
+  &--accent {
+    background: $brand-light;
+    border-color: #b7ddd0;
+
+    .ddr-stat__value {
+      font-size: 26px;
+      color: $brand;
+    }
+  }
+}
+
+// ── Edit banner ──────────────────────────────────────────────────────────────
+.ddr-banner {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 12px 16px;
+  border-radius: 12px;
+  font-size: 13px;
+  background: $warning-bg;
+  border: 1px solid $warning-border;
+  color: $warning;
+
+  mat-icon {
+    @include icon(20px);
+
+    flex-shrink: 0;
+  }
+
+  &--none {
+    background: $bg-soft;
+    border-color: $border;
+    color: $text-mid;
+  }
+}
+
+// ── Sections ─────────────────────────────────────────────────────────────────
+.ddr-section {
+  background: $bg-white;
+  border: 1px solid $border;
+  border-radius: $radius;
+  box-shadow: $shadow-sm;
+  overflow: hidden;
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 12px 18px;
+    border-bottom: 1px solid $border;
+    background: linear-gradient(90deg, $bg-soft 0%, $bg-white 100%);
+  }
+
+  &__icon {
+    display: grid;
+    place-items: center;
+    width: 28px;
+    height: 28px;
+    border-radius: 8px;
+    background: $brand-light;
+    color: $brand;
+
+    mat-icon {
+      @include icon(17px);
+    }
+  }
+
+  &__title {
+    font-size: 12.5px;
+    font-weight: 700;
+    letter-spacing: 0.06em;
+    text-transform: uppercase;
+    color: $text-mid;
+    margin-right: auto;
+  }
+}
+
+.ddr-grid {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+}
+
+.ddr-tile {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+  padding: 14px 18px;
+  border-bottom: 1px solid $border;
+  min-width: 0;
+
+  // Two columns: a hairline between them, and none under the last row.
+  &:nth-child(odd) {
+    border-right: 1px solid $border;
+  }
+
+  &:last-child,
+  &:nth-last-child(2):nth-child(odd) {
+    border-bottom: 0;
+  }
+
+  &__label {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    font-size: 11.5px;
+    font-weight: 600;
+    letter-spacing: 0.03em;
+    text-transform: uppercase;
+    color: $text-soft;
+  }
+
+  &__value {
+    font-size: 15px;
+    font-weight: 600;
+    color: $text-dark;
+    overflow-wrap: anywhere;
+  }
+
+  &__flag {
+    padding: 1px 7px;
+    border-radius: 999px;
+    font-size: 10px;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    background: $warning-bg;
+    color: $warning;
+    border: 1px solid $warning-border;
+  }
+
+  &__diff {
+    display: flex;
+    align-items: center;
+    flex-wrap: wrap;
+    gap: 8px;
+
+    mat-icon {
+      @include icon(16px);
+
+      color: $warning;
+    }
+  }
+
+  &__old {
+    font-size: 14px;
+    color: $text-soft;
+    text-decoration: line-through;
+  }
+
+  &--changed {
+    background: linear-gradient(90deg, rgb(253 230 138 / 22%) 0%, $bg-white 85%);
+    box-shadow: inset 3px 0 0 #f59e0b;
+  }
+}
+
+.ddr-pill {
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  width: fit-content;
+  padding: 3px 10px 3px 7px;
+  border-radius: 999px;
+  font-size: 13px;
+  font-weight: 600;
+  background: #f1f5f9;
+  color: $text-mid;
+
+  mat-icon {
+    @include icon(16px);
+  }
+
+  &--yes {
+    background: #dcfce7;
+    color: #15803d;
+  }
+}
+
+// ── Actions stay in reach however far the terms run ─────────────────────────
+.ddr-actions {
+  position: sticky;
+  bottom: 0;
+  z-index: 2;
+  margin: 4px -20px 0;
+  padding: 14px 20px;
+  background: rgb(255 255 255 / 94%);
+  backdrop-filter: blur(6px);
+  border-top: 1px solid $border;
+  box-shadow: 0 -6px 16px rgb(15 23 42 / 6%);
+}
+
+// ── Narrow screens ───────────────────────────────────────────────────────────
+/* stylelint-disable-next-line media-feature-range-notation -- Safari compatibility */
+@media (max-width: 720px) {
+  .ddr-hero {
+    grid-template-columns: auto 1fr;
+
+    &__meta {
+      grid-column: 1 / -1;
+      flex-flow: row wrap;
+      gap: 14px;
+      padding: 12px 0 0;
+      border-left: 0;
+      border-top: 1px solid rgb(255 255 255 / 18%);
+    }
+  }
+
+  .ddr-stats {
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+  }
+
+  .ddr-grid {
+    grid-template-columns: 1fr;
+  }
+
+  .ddr-tile {
+    &:nth-child(odd) {
+      border-right: 0;
+    }
+
+    &:nth-last-child(2):nth-child(odd) {
+      border-bottom: 1px solid $border;
+    }
+  }
+}
+
+// ── A DDS product's Accounting, as its own Accounting tab shows it ───────────────────────────────────
+.ddr-acct {
+  display: flex;
+  flex-direction: column;
+  gap: 10px;
+  padding: 16px 20px 20px;
+
+  &__row {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 16px;
+    padding: 12px 14px;
+    border: 1px solid $border;
+    border-radius: 10px;
+    background: $bg-white;
+
+    &--changed {
+      border-color: $warning-border;
+      background: $warning-bg;
+    }
+
+    @media (width <= 720px) {
+      flex-direction: column;
+      align-items: flex-start;
+    }
+  }
+
+  &__meta {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    min-width: 0;
+  }
+
+  &__kind {
+    flex: none;
+    padding: 2px 10px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    text-transform: uppercase;
+
+    &--liability {
+      background: #dbeafe;
+      color: #1e40af;
+    }
+
+    &--expense {
+      background: #fef3c7;
+      color: #92400e;
+    }
+  }
+
+  &__label {
+    display: inline-flex;
+    align-items: center;
+    gap: 8px;
+    font-size: 14px;
+    font-weight: 600;
+    color: $text-dark;
+  }
+
+  &__value {
+    display: flex;
+    align-items: center;
+    flex-wrap: wrap;
+    gap: 8px;
+    justify-content: flex-end;
+  }
+
+  &__gl {
+    display: inline-flex;
+    align-items: center;
+    gap: 8px;
+    font-size: 14px;
+    font-weight: 600;
+    color: $brand;
+
+    &--old {
+      font-weight: 500;
+      color: $text-soft;
+      text-decoration: line-through;
+    }
+
+    &--none {
+      color: #b91c1c;
+    }
+  }
+
+  &__code {
+    padding: 1px 8px;
+    border: 1px solid $border;
+    border-radius: 6px;
+    background: $bg-soft;
+    font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', Consolas, monospace;
+    font-size: 12px;
+    font-weight: 600;
+    color: $text-mid;
+  }
+
+  &__arrow {
+    width: 18px;
+    height: 18px;
+    font-size: 18px;
+    color: $warning;
+  }
+}

src/app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component.ts

@@ -25,7 +25,10 @@ import { OrganizationService } from 'app/organization/organization.service';
 @Component({
   selector: 'mifosx-dds-approval-review',
   templateUrl: './dds-approval-review.component.html',
-  styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
+  styleUrls: [
+    '../../../clerk/disbursement-review/disbursement-review.component.scss',
+    './dds-approval-review.component.scss'
+  ],
   standalone: true,
   imports: [
     CommonModule,
@@ -76,6 +79,129 @@ export class DdsApprovalReviewComponent implements OnInit {
     return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
   }
 
+  /** A product change's terms, field by field - empty for an entry that moves money. */
+  get fields(): any[] {
+    return this.detail?.fields || [];
+  }
+
+  /** An edit still waiting is shown against the product as it stands today. */
+  get compareFields(): boolean {
+    return this.fields.some((field: any) => 'current' in field);
+  }
+
+  /** A DDS product request, which is laid out as the product rather than as a money movement. */
+  get isProductReview(): boolean {
+    return this.entry?.entity === 'DDSACCOUNTTYPE' && this.fields.length > 0;
+  }
+
+  /** A DDS agent request, laid out as the agent and their guarantors rather than as a money movement. */
+  get isAgentReview(): boolean {
+    return this.entry?.entity === 'AGENT' && this.fields.length > 0;
+  }
+
+  /** A DDS account request, laid out as the account and its nominees rather than as a money movement. */
+  get isPartyReview(): boolean {
+    return this.entry?.entity === 'PARTY' && this.fields.length > 0;
+  }
+
+  /** The nominees a DDS account request names. */
+  get nominees(): any[] {
+    return this.detail?.nominees || [];
+  }
+
+  /** The guarantors an agent request names. */
+  get guarantors(): any[] {
+    return this.detail?.guarantors || [];
+  }
+
+  get isEdit(): boolean {
+    return this.entry?.action === 'UPDATE';
+  }
+
+  /** A term's value as it will stand once approved, by its request parameter name. */
+  valueOf(key: string): string {
+    return this.fields.find((field: any) => field.key === key)?.value || '';
+  }
+
+  /** The kind of ledger account a product's Accounting row names - customers' deposits are owed, the rest are costs. */
+  glKind(key: string): string {
+    return key === 'depositLiabilityGlId' ? 'Liability' : 'Expense';
+  }
+
+  /** "DDS CUSTOMER DEPOSITS (200601)" → "DDS CUSTOMER DEPOSITS"; a missing account reads "Not set". */
+  glName(value: string | null | undefined): string {
+    if (!value) {
+      return 'Not set';
+    }
+    const match = /^(.*) (([^()]+))$/.exec(value);
+    return match ? match[1] : value;
+  }
+
+  /** "DDS CUSTOMER DEPOSITS (200601)" → "200601". */
+  glCode(value: string | null | undefined): string {
+    const match = value ? /^(.*) (([^()]+))$/.exec(value) : null;
+    return match ? match[2] : '';
+  }
+
+  get changedCount(): number {
+    return this.fields.filter((field: any) => field.changed).length;
+  }
+
+  private static readonly GROUP_ICONS: Record<string, string> = {
+    Product: 'inventory_2',
+    Interest: 'trending_up',
+    'Maturity & Premature Closure': 'event_busy',
+    Accounting: 'menu_book',
+    'Customer & Scheme': 'groups',
+    'Personal & Contact': 'contact_page',
+    'Minor / Guardian': 'escalator_warning',
+    'Scheme Terms': 'event_note',
+    'Balances & Status': 'toggle_on',
+    'Maturity Payout': 'currency_exchange',
+    Agent: 'badge',
+    'Address & Contact': 'location_on',
+    'Branch & Accounts': 'account_balance',
+    Balances: 'balance'
+  };
+
+  /** The terms in the sections the server groups them into, in the order it sends them. */
+  get fieldGroups(): { name: string; icon: string; changed: number; fields: any[] }[] {
+    if (this.groupsFor !== this.fields) {
+      const groups: { name: string; icon: string; changed: number; fields: any[] }[] = [];
+      for (const field of this.fields) {
+        const name = field.group || 'Details';
+        let group = groups.find((g) => g.name === name);
+        if (!group) {
+          group = { name, icon: DdsApprovalReviewComponent.GROUP_ICONS[name] || 'tune', changed: 0, fields: [] };
+          groups.push(group);
+        }
+        group.fields.push(field);
+        group.changed += field.changed ? 1 : 0;
+      }
+      this.groupsFor = this.fields;
+      this.groups = groups;
+    }
+    return this.groups;
+  }
+
+  /** Built once per load rather than on every change detection pass. */
+  private groupsFor: any[] | null = null;
+  private groups: { name: string; icon: string; changed: number; fields: any[] }[] = [];
+
+  /** Whether the entry moves money at all, and so has an amount and debit and credit sides to show. */
+  /**
+   * A calculation run is approved to record what has been earned in DDS's own tables; it makes no journal
+   * entry itself. The sides shown for it are what the matching Posting run will book, marked so they are
+   * not read as entries made on approval.
+   */
+  get entriesProjected(): boolean {
+    return (this.detail?.lines || []).some((line: any) => line.projected);
+  }
+
+  get movesMoney(): boolean {
+    return (this.entry?.amount !== null && this.entry?.amount !== undefined) || !!this.detail?.lines?.length;
+  }
+
   total(lines: any[]): number {
     return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
   }

src/app/deposits/dds-approvals/dds-approvals.component.ts

@@ -21,6 +21,7 @@ import { OrganizationService } from 'app/organization/organization.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { AuthenticationService } from 'app/core/authentication/authentication.service';
 import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
+import { isDdsRoutedRequest } from 'app/tasks/product-entities';
 
 /**
  * Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
@@ -104,7 +105,11 @@ export class DdsApprovalsComponent implements OnInit {
       .getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
       .pipe(catchError(() => of([])))
       .subscribe((rows: any) => {
-        this.entries = Array.isArray(rows) ? rows : [];
+        // Pending DDS product and account requests wait under Product Approval and Pending Account
+        // instead; once actioned they show here again, so the DDS history stays in one place.
+        this.entries = (Array.isArray(rows) ? rows : []).filter(
+          (row: any) => this.filterStatus !== 'PENDING' || !isDdsRoutedRequest(row?.entity, row?.action)
+        );
         this.pageIndex = 0;
         this.loading = false;
         this.loaded = true;

src/app/deposits/party-master/create-party/create-party.component.html

@@ -11,16 +11,39 @@
     <button mat-stroked-button [routerLink]="['/accounts/dds']" class="pm-back">
       <i class="fas fa-arrow-left"></i> Party Master
     </button>
-    <h2 class="pm-header__title">{{ partyId ? 'Edit Party' : 'Party Master Entry' }}</h2>
+    <div class="pm-header__icon"><i class="fas fa-users"></i></div>
+    <div class="pm-header__text">
+      <h2 class="pm-header__title">{{ partyId ? 'Edit Party' : 'Party Master Entry' }}</h2>
+      <p class="pm-header__sub">
+        {{
+          partyId
+            ? 'Update this daily deposit party.'
+            : 'Open a daily deposit party: who it is for, the scheme it runs under and the agent who collects.'
+        }}
+      </p>
+    </div>
     @if (isClosed) {
       <span class="pm-closed-badge">Closed — view only</span>
+    } @else if (termsLocked) {
+      <span
+        class="pm-locked-badge"
+        matTooltip="Customer, product, agent, branch, opening date and deposit terms (daily amount, deposit, days, months, interest/pay/reopen dates) cannot be changed on an active account. Contact details, nominees, lien and freeze can."
+      >
+        <i class="fas fa-lock"></i> Active — scheme terms locked
+      </span>
     }
   </div>
 
   <div class="pm-card">
     <form [formGroup]="partyForm">
       <mat-tab-group class="pm-tabs" [(selectedIndex)]="selectedTabIndex" animationDuration="200ms">
-        <mat-tab label="Main Detail">
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <i class="fas fa-id-card pm-tab-icon"></i>Customer &amp; Scheme
+            @if (tabHasError('customer')) {
+              <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
           <div class="pm-tab-content">
             <div class="pm-section">
               <div class="pm-section__header">
@@ -38,35 +61,27 @@
                       matInput
                       required
                       formControlName="clientId"
-                      [matAutocomplete]="clientAuto"
+                      (keydown.enter)="$event.preventDefault(); openClientSearch()"
-                      (focus)="onClientFocus()"
+                      placeholder="Client ID, or search by name or mobile number…"
-                      placeholder="Click to see customers, or type a name or ID…"
                       autocomplete="off"
                     />
-                    <fa-icon matSuffix icon="search" class="pm-search-ic"></fa-icon>
+                    <!-- Opens Search Customer; picking a customer puts them here, which fills the rest. -->
-                    <mat-autocomplete
+                    <button
-                      #clientAuto="matAutocomplete"
+                      matSuffix
-                      panelWidth="min(30rem, 92vw)"
+                      type="button"
-                      [displayWith]="displayClient"
+                      class="pm-search-btn"
+                      aria-label="Search customer"
+                      matTooltip="Search by ID, name or mobile number"
+                      [disabled]="partyForm.get('clientId')?.disabled"
+                      (click)="$event.stopPropagation(); openClientSearch()"
                     >
-                      @for (client of clientOptions; track client.id) {
+                      <i class="fas fa-search"></i>
-                        <mat-option [value]="client">
+                    </button>
-                          <div class="pm-opt">
+                    @if (clientNeedsSearch) {
-                            <span class="pm-opt-id">{{ client.id }}</span>
+                      <mat-hint class="pm-hint--missing"
-                            <span class="pm-opt-main">{{ client.displayName }}</span>
+                        >Press search to find this client by name or mobile number</mat-hint
-                            <span class="pm-opt-sub">{{ client.officeName }}</span>
+                      >
-                          </div>
+                    } @else if (loadedClientName) {
-                        </mat-option>
-                      }
-                      <!-- Says so when the list is only the first page, so a customer missing from
-                           it reads as "keep typing" rather than "not a customer here". -->
-                      @if (clientListIsPartial) {
-                        <mat-option disabled class="pm-opt-more">
-                          Showing {{ clientOptions.length }} of {{ clientTotal }} — type a name to find the rest
-                        </mat-option>
-                      }
-                    </mat-autocomplete>
-                    @if (loadedClientName) {
                       <mat-hint class="pm-hint--found">{{ loadedClientName }}</mat-hint>
                     } @else if (clientLookupFailed) {
                       <mat-hint class="pm-hint--missing">No client with this ID</mat-hint>
@@ -228,18 +243,28 @@
                   </div>
                 }
 
+                <!-- Not a field: the server gives the code when the party is saved. A new party is shown the
+                     code it is expected to get; one already on the books shows the code it has. -->
                 <div class="pm-f">
                   <label class="pm-f-lbl">Party Code</label>
-                  <mat-form-field appearance="outline" class="pm-field">
+                  <div class="pm-code">
-                    <input matInput formControlName="partyCode" placeholder="Auto-generated" />
+                    <span class="pm-code__value">{{
-                  </mat-form-field>
+                      (partyId ? partyForm.get('partyCode')?.value : expectedPartyCode) || '—'
+                    }}</span>
+                    <span class="pm-code__hint">{{
+                      partyId ? 'Assigned when this party was opened' : 'Expected - assigned when saved'
+                    }}</span>
+                  </div>
                 </div>
 
+                <!-- Not a field: the number of the DDS account opened most recently, for reference. Read from
+                     the books and never saved. -->
                 <div class="pm-f">
                   <label class="pm-f-lbl">Last A/c</label>
-                  <mat-form-field appearance="outline" class="pm-field">
+                  <div class="pm-code">
-                    <input matInput formControlName="lastAccount" placeholder="—" />
+                    <span class="pm-code__value">{{ lastAccountNo || '—' }}</span>
-                  </mat-form-field>
+                    <span class="pm-code__hint">Latest DDS account opened</span>
+                  </div>
                 </div>
 
                 <div class="pm-f">
@@ -251,7 +276,27 @@
                     </mat-select>
                   </mat-form-field>
                 </div>
+              </div>
+            </div>
+          </div>
+        </mat-tab>
 
+        <!-- The same section, set out over its own tab: who the party is, where, and how to reach them. -->
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <i class="fas fa-address-card pm-tab-icon"></i>Personal &amp; Contact
+            @if (tabHasError('personal')) {
+              <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
+          <div class="pm-tab-content">
+            <div class="pm-section">
+              <div class="pm-section__header">
+                <i class="fas fa-address-card"></i>
+                <h3>Personal &amp; Contact</h3>
+                <span class="pm-section__sub">Name, address, contact and identity - filled from the client</span>
+              </div>
+              <div class="pm-grid">
                 <div class="pm-f pm-f--wide">
                   <label class="pm-f-lbl">Party Name<b>*</b></label>
                   <mat-form-field appearance="outline" class="pm-field">
@@ -427,7 +472,17 @@
                 </div>
               </div>
             </div>
+          </div>
+        </mat-tab>
 
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <i class="fas fa-child pm-tab-icon"></i>Minor / Guardian
+            @if (tabHasError('minor')) {
+              <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
+          <div class="pm-tab-content">
             <div class="pm-section">
               <div class="pm-section__header">
                 <i class="fas fa-user-friends"></i>
@@ -519,7 +574,17 @@
                 <p class="pm-note">An adult's account needs no guardian details.</p>
               }
             </div>
+          </div>
+        </mat-tab>
 
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <i class="fas fa-calendar-day pm-tab-icon"></i>Scheme Terms
+            @if (tabHasError('scheme')) {
+              <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
+          <div class="pm-tab-content">
             <div class="pm-section">
               <div class="pm-section__header">
                 <i class="fas fa-calendar-day"></i>
@@ -620,7 +685,17 @@
                 <!-- Withdraw Type is decided when the account is paid out, not when it is opened. -->
               </div>
             </div>
+          </div>
+        </mat-tab>
 
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <i class="fas fa-balance-scale pm-tab-icon"></i>Balances &amp; Status
+            @if (tabHasError('balances')) {
+              <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
+          <div class="pm-tab-content">
             <div class="pm-section">
               <div class="pm-section__header">
                 <i class="fas fa-exclamation-triangle"></i>
@@ -761,8 +836,19 @@
                 <!-- Adv Code is decided when the account is paid out, not when it is opened. -->
               </div>
             </div>
+          </div>
+        </mat-tab>
 
-            @if (creditToRequired) {
+        <!-- Only when the account is paid out into a savings account - as the section always was. -->
+        @if (creditToRequired) {
+          <mat-tab>
+            <ng-template mat-tab-label>
+              <i class="fas fa-exchange-alt pm-tab-icon"></i>Maturity Payout
+              @if (tabHasError('payout')) {
+                <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+              }
+            </ng-template>
+            <div class="pm-tab-content">
               <div class="pm-section">
                 <div class="pm-section__header">
                   <i class="fas fa-exchange-alt"></i>
@@ -821,15 +907,30 @@
                   </div>
                 </div>
               </div>
-            }
+            </div>
-          </div>
+          </mat-tab>
-        </mat-tab>
+        }
 
-        <mat-tab label="Nominee's Detail">
+        <mat-tab>
+          <ng-template mat-tab-label>
+            <i class="fas fa-user-friends pm-tab-icon"></i>Nominee's Detail
+            @if (tabHasError('nominee')) {
+              <i class="fas fa-exclamation-circle pm-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
           <div class="pm-tab-content">
             <div class="pm-section">
-              <div class="pm-grid">
+              <div class="pm-section__header">
-                <div class="pm-f">
+                <i class="fas fa-user-friends"></i>
+                <h3>Nominee's Detail</h3>
+                <span class="pm-section__sub"
+                  >Who the deposit is paid to if the account holder is not there to claim it</span
+                >
+              </div>
+
+              <!-- Whether there are nominees, how the deposit is split between them, and how it adds up. -->
+              <div class="pm-nom-bar">
+                <div class="pm-f pm-nom-bar__applicable">
                   <label class="pm-f-lbl">Nominee</label>
                   <mat-form-field appearance="outline" class="pm-field">
                     <mat-select formControlName="nomineeApplicable">
@@ -840,139 +941,172 @@
                 </div>
 
                 @if (nomineesRequired) {
-                  <mat-radio-group formControlName="nomineeSplitMode" class="pm-radio-group">
+                  <div class="pm-f pm-nom-bar__mode">
-                    <mat-radio-button value="Percentage">Percentage</mat-radio-button>
+                    <label class="pm-f-lbl">Split by</label>
-                    <mat-radio-button value="Sequence">Sequence</mat-radio-button>
+                    <mat-radio-group formControlName="nomineeSplitMode" class="pm-nom-mode">
-                  </mat-radio-group>
+                      <mat-radio-button value="Percentage">Percentage</mat-radio-button>
-
+                      <mat-radio-button value="Sequence">Sequence</mat-radio-button>
-                  <button mat-stroked-button type="button" class="pm-add-nominee" (click)="addNominee()">
+                    </mat-radio-group>
-                    <i class="fas fa-plus"></i> Add Nominee
+                  </div>
-                  </button>
 
                   @if (splitByPercentage && nominees.length > 0) {
-                    <span class="pm-share-total" [class.pm-share-total-bad]="nomineeShareError">
+                    <div class="pm-nom-total" [class.pm-nom-total--bad]="nomineeShareError">
-                      {{ nomineeShareTotal }}% of 100% allocated
+                      <div class="pm-nom-total__text">
-                      @if (nomineeShareError) {
+                        <strong>{{ nomineeShareTotal }}%</strong> of 100% allocated
-                        — {{ nomineeShareError }}
+                        @if (nomineeShareError) {
-                      }
+                          <span class="pm-nom-total__error">— {{ nomineeShareError }}</span>
-                    </span>
+                        }
+                      </div>
+                      <div class="pm-nom-total__track">
+                        <div
+                          class="pm-nom-total__fill"
+                          [class.pm-nom-total__fill--done]="nomineeShareTotal === 100"
+                          [style.width.%]="nomineeShareTotal > 100 ? 100 : nomineeShareTotal"
+                        ></div>
+                      </div>
+                    </div>
                   } @else if (splitBySequence && nominees.length > 0) {
-                    <span class="pm-share-total" [class.pm-share-total-bad]="nomineeOrderError">
+                    <div class="pm-nom-total" [class.pm-nom-total--bad]="nomineeOrderError">
-                      @if (nomineeOrderError) {
+                      <div class="pm-nom-total__text">
-                        {{ nomineeOrderError }}
+                        @if (nomineeOrderError) {
-                      } @else {
+                          {{ nomineeOrderError }}
-                        Paid in the order numbered, 1 first
+                        } @else {
-                      }
+                          Paid in the order numbered, 1 first
-                    </span>
+                        }
+                      </div>
+                    </div>
                   }
+
+                  <button mat-stroked-button type="button" class="pm-nom-add" (click)="addNominee()">
+                    <i class="fas fa-plus"></i> Add Nominee
+                  </button>
                 }
               </div>
 
               @if (!nomineesRequired) {
                 <p class="pm-note">Set Nominee to Yes to nominate someone for this account.</p>
+              } @else if (nominees.length === 0) {
+                <div class="pm-nom-empty">
+                  <i class="fas fa-user-plus"></i>
+                  <p>No nominee added yet.</p>
+                  <span>Use Add Nominee to name who the deposit is paid to.</span>
+                </div>
               }
 
               @for (nominee of nominees.controls; track nominee; let i = $index) {
-                <div class="pm-nominee-row" [formGroup]="$any(nominee)">
+                <div class="pm-nom-card" [formGroup]="$any(nominee)">
-                  <div class="pm-f pm-f--date">
+                  <div class="pm-nom-card__head">
-                    <label class="pm-f-lbl">Nom.Dt<b>*</b></label>
+                    <span class="pm-nom-card__no">{{ i + 1 }}</span>
-                    <mat-form-field appearance="outline" class="pm-field">
+                    <span class="pm-nom-card__title">Nominee {{ i + 1 }}</span>
-                      <input matInput required [matDatepicker]="nomDatePicker" formControlName="nominationDate" />
+                    @if (isNomineeMinor(nominee)) {
-                      <mat-datepicker-toggle matIconSuffix [for]="nomDatePicker"></mat-datepicker-toggle>
+                      <span class="pm-nom-card__badge">Minor</span>
-                      <mat-datepicker #nomDatePicker></mat-datepicker>
+                    }
-                    </mat-form-field>
+                    <button
+                      type="button"
+                      class="pm-nom-card__remove"
+                      (click)="removeNominee(i)"
+                      matTooltip="Remove nominee"
+                      aria-label="Remove nominee"
+                    >
+                      <i class="fas fa-trash"></i>
+                    </button>
                   </div>
-                  <div class="pm-f">
+
-                    <label class="pm-f-lbl">Name<b>*</b></label>
+                  <div class="pm-nom-card__grid">
-                    <mat-form-field appearance="outline" class="pm-field">
+                    <div class="pm-f">
-                      <input matInput required formControlName="name" />
+                      <label class="pm-f-lbl">Nomination Date<b>*</b></label>
-                    </mat-form-field>
-                  </div>
-                  <div class="pm-f">
-                    <label class="pm-f-lbl">Mobile No</label>
-                    <mat-form-field appearance="outline" class="pm-field">
-                      <input matInput formControlName="mobileNo" mifosxRestrictInput="digits" />
-                    </mat-form-field>
-                  </div>
-                  <div class="pm-f pm-f--date">
-                    <label class="pm-f-lbl">Birth Dt</label>
-                    <mat-form-field appearance="outline" class="pm-field">
-                      <input matInput [matDatepicker]="nomBirthPicker" formControlName="birthDate" />
-                      <mat-datepicker-toggle matIconSuffix [for]="nomBirthPicker"></mat-datepicker-toggle>
-                      <mat-datepicker #nomBirthPicker></mat-datepicker>
-                    </mat-form-field>
-                  </div>
-                  <div class="pm-f pm-f--tight">
-                    <!-- Read from the date of birth, not asked: the two arriving separately is how
-                         a ten-year-old came to be recorded as not a minor. -->
-                    <label class="pm-f-lbl">Minor</label>
-                    <mat-form-field appearance="outline" class="pm-field">
-                      <input matInput readonly [value]="isNomineeMinor(nominee) ? 'Yes' : 'No'" />
-                      <mat-hint>From date of birth</mat-hint>
-                    </mat-form-field>
-                  </div>
-                  <div class="pm-f">
-                    <label class="pm-f-lbl">Relation<b>*</b></label>
-                    <mat-form-field appearance="outline" class="pm-field">
-                      <input matInput required formControlName="relation" />
-                    </mat-form-field>
-                  </div>
-                  <div class="pm-f pm-f--tight">
-                    <label class="pm-f-lbl">Gender<b>*</b></label>
-                    <mat-form-field appearance="outline" class="pm-field">
-                      <mat-select required formControlName="gender">
-                        <mat-option value="Male">Male</mat-option>
-                        <mat-option value="Female">Female</mat-option>
-                        <mat-option value="Other">Other</mat-option>
-                      </mat-select>
-                    </mat-form-field>
-                  </div>
-                  <div class="pm-f">
-                    <label class="pm-f-lbl">
-                      Guar. Name
-                      @if (isNomineeMinor(nominee)) {
-                        <b>*</b>
-                      }
-                    </label>
-                    <mat-form-field appearance="outline" class="pm-field">
-                      <input matInput [required]="isNomineeMinor(nominee)" formControlName="guardianName" />
-                      @if (isNomineeMinor(nominee)) {
-                        <mat-hint>Required for a minor</mat-hint>
-                      }
-                    </mat-form-field>
-                  </div>
-                  @if (splitByPercentage) {
-                    <div class="pm-f pm-f--tight">
-                      <label class="pm-f-lbl">Share %<b>*</b></label>
                       <mat-form-field appearance="outline" class="pm-field">
-                        <input
+                        <input matInput required [matDatepicker]="nomDatePicker" formControlName="nominationDate" />
-                          matInput
+                        <mat-datepicker-toggle matIconSuffix [for]="nomDatePicker"></mat-datepicker-toggle>
-                          type="number"
+                        <mat-datepicker #nomDatePicker></mat-datepicker>
-                          min="0.01"
-                          max="100"
-                          step="0.01"
-                          required
-                          formControlName="sharePercent"
-                        />
                       </mat-form-field>
                     </div>
-                  } @else {
+                    <div class="pm-f">
-                    <div class="pm-f pm-f--tight">
+                      <label class="pm-f-lbl">Name<b>*</b></label>
-                      <label class="pm-f-lbl">Order<b>*</b></label>
                       <mat-form-field appearance="outline" class="pm-field">
-                        <input matInput type="number" min="1" step="1" required formControlName="sequenceNo" />
+                        <input matInput required formControlName="name" />
                       </mat-form-field>
                     </div>
-                  }
+                    <div class="pm-f">
-                  <button
+                      <label class="pm-f-lbl">Mobile No</label>
-                    mat-icon-button
+                      <mat-form-field appearance="outline" class="pm-field">
-                    type="button"
+                        <input matInput formControlName="mobileNo" mifosxRestrictInput="digits" />
-                    class="pm-remove-nominee"
+                      </mat-form-field>
-                    (click)="removeNominee(i)"
+                    </div>
-                    matTooltip="Remove nominee"
+                    <div class="pm-f">
-                  >
+                      <label class="pm-f-lbl">Birth Date</label>
-                    <i class="fas fa-trash"></i>
+                      <mat-form-field appearance="outline" class="pm-field">
-                  </button>
+                        <input matInput [matDatepicker]="nomBirthPicker" formControlName="birthDate" />
+                        <mat-datepicker-toggle matIconSuffix [for]="nomBirthPicker"></mat-datepicker-toggle>
+                        <mat-datepicker #nomBirthPicker></mat-datepicker>
+                      </mat-form-field>
+                    </div>
+
+                    <div class="pm-f">
+                      <label class="pm-f-lbl">Relation<b>*</b></label>
+                      <mat-form-field appearance="outline" class="pm-field">
+                        <mat-select required formControlName="relation">
+                          @for (relation of relationChoices(nominee); track relation) {
+                            <mat-option [value]="relation">{{ relation }}</mat-option>
+                          }
+                        </mat-select>
+                      </mat-form-field>
+                    </div>
+                    <div class="pm-f">
+                      <label class="pm-f-lbl">Gender<b>*</b></label>
+                      <mat-form-field appearance="outline" class="pm-field">
+                        <mat-select required formControlName="gender">
+                          <mat-option value="Male">Male</mat-option>
+                          <mat-option value="Female">Female</mat-option>
+                          <mat-option value="Other">Other</mat-option>
+                        </mat-select>
+                      </mat-form-field>
+                    </div>
+                    <div class="pm-f">
+                      <!-- Read from the date of birth, not asked: the two arriving separately is how
+                           a ten-year-old came to be recorded as not a minor. -->
+                      <label class="pm-f-lbl">Minor</label>
+                      <mat-form-field appearance="outline" class="pm-field">
+                        <input matInput readonly [value]="isNomineeMinor(nominee) ? 'Yes' : 'No'" />
+                        <mat-hint>From date of birth</mat-hint>
+                      </mat-form-field>
+                    </div>
+                    @if (splitByPercentage) {
+                      <div class="pm-f">
+                        <label class="pm-f-lbl">Share %<b>*</b></label>
+                        <mat-form-field appearance="outline" class="pm-field">
+                          <input
+                            matInput
+                            type="number"
+                            min="0.01"
+                            max="100"
+                            step="0.01"
+                            required
+                            formControlName="sharePercent"
+                          />
+                        </mat-form-field>
+                      </div>
+                    } @else {
+                      <div class="pm-f">
+                        <label class="pm-f-lbl">Order<b>*</b></label>
+                        <mat-form-field appearance="outline" class="pm-field">
+                          <input matInput type="number" min="1" step="1" required formControlName="sequenceNo" />
+                        </mat-form-field>
+                      </div>
+                    }
+
+                    <!-- Only for a minor, who cannot receive the money themselves - an adult has no guardian to
+                         name. Whatever was typed is cleared when the date of birth makes them an adult. -->
+                    @if (isNomineeMinor(nominee)) {
+                      <div class="pm-f pm-nom-card__guardian">
+                        <label class="pm-f-lbl">Guardian Name<b>*</b></label>
+                        <mat-form-field appearance="outline" class="pm-field">
+                          <input matInput required formControlName="guardianName" />
+                          <mat-hint>Required for a minor</mat-hint>
+                        </mat-form-field>
+                      </div>
+                    }
+                  </div>
                 </div>
               }
             </div>
@@ -1036,6 +1170,16 @@
             <i class="fas fa-lock" style="margin-right: 6px"></i> Close Account
           </button>
         }
+        @if (selectedTabIndex > 0) {
+          <button mat-stroked-button type="button" (click)="selectedTabIndex = selectedTabIndex - 1">
+            <i class="fas fa-arrow-left" style="margin-right: 8px"></i>Previous
+          </button>
+        }
+        @if (selectedTabIndex < tabCount - 1) {
+          <button mat-stroked-button type="button" color="primary" (click)="selectedTabIndex = selectedTabIndex + 1">
+            Next<i class="fas fa-arrow-right" style="margin-left: 8px"></i>
+          </button>
+        }
         <button
           mat-raised-button
           color="primary"

src/app/deposits/party-master/create-party/create-party.component.scss

@@ -135,75 +135,12 @@ $primary: #0f766e;
   height: 56px;
 }
 
-.pm-add-nominee {
-  color: $primary;
-  height: fit-content;
-  align-self: center;
-}
-
-/*
- * The running total of the shares entered, beside the button that adds another. Reads as ordinary
- * text while the split still adds up and turns to the warning colour when it does not, so the clerk
- * sees the state of the whole nomination without having to try to save it.
- */
-.pm-share-total {
-  align-self: center;
-  margin-left: 12px;
-  font-size: 13px;
-  color: rgb(0 0 0 / 60%);
-}
-
-.pm-share-total-bad {
-  color: #b3261e;
-  font-weight: 500;
-}
-
 .pm-empty {
   color: rgb(0 0 0 / 50%);
   font-size: 14px;
   margin: 0 0 8px;
 }
 
-/*
- * One nominee, laid out as fields that wrap rather than columns that must all fit.
- *
- * A fixed column per field only works while the count is fixed, and it is not - the Share % field
- * appears and disappears with the split mode, and a tenth column pushed the remove button onto a
- * line of its own. Each field instead states the width it needs to stay readable and the row breaks
- * where it runs out of space, so nothing is squeezed and nothing is orphaned.
- */
-.pm-nominee-row {
-  display: flex;
-  flex-wrap: wrap;
-  gap: 4px 12px;
-  align-items: start;
-  padding: 12px 0;
-  border-top: 1px dashed rgb(0 0 0 / 10%);
-
-  &:first-of-type {
-    border-top: none;
-  }
-
-  /* Names and addresses need room; a date, Yes/No or a percentage does not. */
-  .pm-f {
-    flex: 1 1 170px;
-    min-width: 0;
-  }
-
-  .pm-f--date {
-    flex: 0 1 140px;
-  }
-
-  .pm-f--tight {
-    flex: 0 1 100px;
-  }
-}
-
-.pm-remove-nominee {
-  color: #b91c1c;
-  margin-top: 8px;
-}
-
 .pm-action-bar {
   display: flex;
   justify-content: flex-end;
@@ -260,6 +197,22 @@ $primary: #0f766e;
   color: rgb(0 0 0 / 60%);
 }
 
+/* On an active account: the scheme terms are locked, the rest is editable. */
+.pm-locked-badge {
+  margin-left: 12px;
+  padding: 3px 11px;
+  border-radius: 11px;
+  background: #fff7ed;
+  color: #9a3412;
+  font-size: 0.72rem;
+  font-weight: 600;
+  cursor: help;
+
+  i {
+    margin-right: 4px;
+  }
+}
+
 /* Says whose details a block of fields is for, so the screen explains itself. */
 .pm-section__sub {
   flex: 1 1 auto;
@@ -454,24 +407,6 @@ input.pm-money {
   }
 }
 
-// The nominee grid is its own row of fields, so its labels sit above rather than beside - there is
-// no room for a label column eight fields across.
-.pm-nominee-row {
-  gap: 0 10px;
-  padding: 3px 0;
-
-  .pm-f {
-    grid-template-columns: minmax(0, 1fr);
-    row-gap: 1px;
-  }
-
-  .pm-f-lbl {
-    text-align: left;
-    padding-top: 0;
-    font-size: 10.5px;
-  }
-}
-
 .pm-note {
   margin: 0;
   font-size: 0.74rem;
@@ -526,3 +461,478 @@ input.pm-money {
   border-color: rgb(180 83 9 / 25%);
   color: #b45309;
 }
+
+/*
+ * Modern look.
+ *
+ * The Agent Master Entry screen's look, carried over to this one: an icon and a line of explanation in the header, a
+ * soft card with a tab bar, each group of fields in a panel of its own, labels above the fields they name. The fields,
+ * their order and every rule about them are as they were; only how they are drawn has changed. Kept compact - the
+ * fields stay short and the hint line under each stays, so an operator opening accounts all day still sees a good part
+ * of the form at once.
+ */
+$primary-dark: #0f4f3c;
+$primary-light: #e6f4ee;
+$border: #e2e8f0;
+$text-dark: #0f172a;
+$text-mid: #475569;
+$danger: #b3261e;
+
+.pm-container {
+  padding: 20px 16px 24px;
+}
+
+.pm-header {
+  gap: 14px;
+  margin-bottom: 16px;
+
+  &__icon {
+    display: grid;
+    place-items: center;
+    flex: 0 0 auto;
+    width: 46px;
+    height: 46px;
+    border-radius: 14px;
+    background: linear-gradient(135deg, $primary 0%, $primary-dark 100%);
+    color: #fff;
+    font-size: 19px;
+    box-shadow: 0 6px 16px rgb(15 79 60 / 22%);
+  }
+
+  &__text {
+    min-width: 0;
+  }
+
+  &__title {
+    font-size: 22px;
+    font-weight: 600;
+    color: $text-dark;
+  }
+
+  &__sub {
+    margin: 2px 0 0;
+    font-size: 13px;
+    color: $text-mid;
+  }
+}
+
+.pm-card {
+  border: 1px solid $border;
+  border-radius: 14px;
+  box-shadow: 0 2px 10px rgb(15 23 42 / 6%);
+  overflow: hidden;
+
+  // Field outlines: a quiet grey that turns to the brand colour when the field is used, with softer corners.
+  --mat-form-field-outlined-container-shape: 8px;
+  --mat-form-field-outlined-outline-color: #cbd5e1;
+  --mat-form-field-outlined-hover-outline-color: #94a3b8;
+  --mat-form-field-outlined-focus-outline-color: #{$primary};
+}
+
+.pm-tabs {
+  ::ng-deep {
+    .mat-mdc-tab-header {
+      background: #f8fafc;
+      border-bottom: 1px solid $border;
+    }
+
+    // Seven tabs now share the row, so each gives up a little of its padding.
+    .mat-mdc-tab {
+      min-width: 100px;
+      padding: 0 14px;
+      height: 52px;
+    }
+
+    .mat-mdc-tab .mdc-tab__text-label {
+      color: $text-mid;
+      font-weight: 500;
+    }
+
+    .mat-mdc-tab.mdc-tab--active .mdc-tab__text-label {
+      color: $primary-dark;
+      font-weight: 600;
+    }
+
+    .mat-mdc-tab .mdc-tab-indicator__content--underline {
+      border-color: $primary;
+      border-top-width: 3px;
+    }
+
+    // A date picker's panel and a field's hint open past the edge of a tab; do not clip them.
+    .mat-mdc-tab-body,
+    .mat-mdc-tab-body-content {
+      overflow: visible !important;
+    }
+  }
+}
+
+.pm-tab-icon {
+  margin-right: 8px;
+  font-size: 14px;
+}
+
+// ── Nominee's Detail ────────────────────────────────────────────────────────────────────────────────
+// What decides the nomination - whether there are nominees, how the deposit is split, how it adds up -
+// sits in one bar above the nominees; each nominee is a card of its own.
+.pm-nom-bar {
+  display: flex;
+  align-items: flex-end;
+  flex-wrap: wrap;
+  gap: 8px 20px;
+  margin-bottom: 18px;
+  padding: 14px 16px 6px;
+  border: 1px solid $border;
+  border-radius: 12px;
+  background: #f8fafc;
+
+  &__applicable {
+    flex: 0 0 150px;
+  }
+
+  &__mode {
+    flex: 0 0 auto;
+  }
+}
+
+// Percentage or Sequence, as two pills rather than two loose radio buttons.
+.pm-nom-mode {
+  display: inline-flex;
+  gap: 8px;
+  height: 56px;
+  align-items: center;
+
+  ::ng-deep .mat-mdc-radio-button {
+    padding: 0 12px 0 2px;
+    border: 1px solid #cbd5e1;
+    border-radius: 999px;
+    background: #fff;
+    font-size: 13px;
+  }
+
+  ::ng-deep .mat-mdc-radio-button.mat-mdc-radio-checked {
+    border-color: #1f7a4d;
+    background: #e6f4ee;
+    font-weight: 600;
+  }
+}
+
+.pm-nom-total {
+  flex: 1 1 240px;
+  align-self: center;
+  margin-bottom: 14px;
+  min-width: 200px;
+
+  &__text {
+    font-size: 13px;
+    color: $text-mid;
+  }
+
+  &__error {
+    margin-left: 4px;
+  }
+
+  &__track {
+    height: 6px;
+    margin-top: 6px;
+    border-radius: 999px;
+    background: #e2e8f0;
+    overflow: hidden;
+  }
+
+  &__fill {
+    height: 100%;
+    border-radius: 999px;
+    background: #f59e0b;
+    transition: width 0.2s ease;
+
+    &--done {
+      background: #16a34a;
+    }
+  }
+
+  // The split does not add up: the same warning colour the form has always used for it.
+  &--bad &__text {
+    color: $danger;
+    font-weight: 500;
+  }
+
+  &--bad &__fill {
+    background: $danger;
+  }
+}
+
+.pm-nom-add {
+  margin-bottom: 14px;
+  color: $primary;
+  white-space: nowrap;
+}
+
+.pm-nom-empty {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 4px;
+  padding: 28px 16px;
+  border: 1.5px dashed #cbd5e1;
+  border-radius: 12px;
+  background: #f8fafc;
+  color: #94a3b8;
+  text-align: center;
+
+  i {
+    font-size: 26px;
+  }
+
+  p {
+    margin: 0;
+    font-size: 14px;
+    font-weight: 600;
+    color: $text-mid;
+  }
+
+  span {
+    font-size: 12.5px;
+  }
+}
+
+.pm-nom-card {
+  margin-bottom: 14px;
+  padding: 12px 16px 6px;
+  border: 1px solid $border;
+  border-radius: 12px;
+  background: #fff;
+  box-shadow: 0 1px 3px rgb(15 23 42 / 5%);
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    margin-bottom: 10px;
+  }
+
+  &__no {
+    display: grid;
+    place-items: center;
+    width: 26px;
+    height: 26px;
+    border-radius: 50%;
+    background: #e6f4ee;
+    color: #0f4f3c;
+    font-size: 12px;
+    font-weight: 700;
+  }
+
+  &__title {
+    font-size: 14px;
+    font-weight: 600;
+    color: #0f172a;
+  }
+
+  &__badge {
+    padding: 2px 10px;
+    border-radius: 999px;
+    background: #fef3c7;
+    color: #b45309;
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    text-transform: uppercase;
+  }
+
+  &__remove {
+    margin-left: auto;
+    padding: 6px 9px;
+    border: 0;
+    border-radius: 8px;
+    background: transparent;
+    color: $danger;
+    cursor: pointer;
+    transition: background 0.15s;
+
+    &:hover {
+      background: #fef2f2;
+    }
+  }
+
+  &__grid {
+    display: grid;
+    grid-template-columns: repeat(4, minmax(0, 1fr));
+    gap: 0 16px;
+  }
+
+  // The guardian is named on a line of its own, where it reads as belonging to the minor above it.
+  &__guardian {
+    grid-column: 1 / -1;
+  }
+}
+
+@media (width <= 900px) {
+  .pm-nom-card__grid {
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+  }
+}
+
+@media (width <= 560px) {
+  .pm-nom-card__grid {
+    grid-template-columns: 1fr;
+  }
+}
+
+// The party code, shown rather than asked for: it is given when the party is saved.
+.pm-code {
+  display: flex;
+  flex-direction: column;
+  justify-content: center;
+  gap: 1px;
+  min-height: 56px;
+  padding: 6px 16px;
+  border: 1px solid #b7ddd0;
+  border-radius: 4px;
+  background: #e6f4ee;
+
+  &__value {
+    font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', Consolas, monospace;
+    font-size: 17px;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    color: #0f4f3c;
+  }
+
+  &__hint {
+    font-size: 11.5px;
+    color: #475569;
+  }
+}
+
+// A tab that holds a field still to be put right.
+.pm-tab-alert {
+  margin-left: 8px;
+  font-size: 14px;
+  color: #b3261e;
+}
+
+.pm-tab-content {
+  padding: 16px 20px 6px;
+}
+
+// Each group of fields in a panel of its own, its name beside a small tinted icon.
+.pm-section {
+  margin-bottom: 14px;
+  padding: 12px 16px 6px;
+  border: 1px solid $border;
+  border-radius: 12px;
+  background: #fff;
+
+  &:last-of-type {
+    margin-bottom: 8px;
+    border-bottom: 1px solid $border;
+  }
+
+  &__header {
+    margin-bottom: 10px;
+    gap: 2px 10px;
+
+    i {
+      display: inline-grid;
+      place-items: center;
+      flex: 0 0 auto;
+      width: 26px;
+      height: 26px;
+      border-radius: 8px;
+      background: rgb(15 118 110 / 10%);
+      color: $primary;
+      font-size: 12px;
+    }
+
+    h3 {
+      font-size: 12px;
+      color: $primary-dark;
+    }
+  }
+}
+
+.pm-section__sub {
+  font-size: 0.76rem;
+  color: $text-mid;
+}
+
+.pm-grid {
+  gap: 4px 16px;
+}
+
+// The label above the field it names, rather than beside it.
+.pm-f {
+  grid-template-columns: minmax(0, 1fr);
+  row-gap: 2px;
+}
+
+// Material leaves 16px under every field for its own hint; the hint line is already reserved below, so the label above
+// the next field is what separates the rows.
+.pm-f .pm-field {
+  margin-bottom: 4px;
+}
+
+.pm-f-lbl {
+  padding-top: 0;
+  font-size: 11.5px;
+  font-weight: 600;
+  letter-spacing: 0.01em;
+  text-align: left;
+  color: $text-mid;
+
+  b {
+    color: $danger;
+  }
+}
+
+.pm-card {
+  ::ng-deep {
+    .mat-mdc-form-field-infix {
+      min-height: 30px;
+    }
+
+    // A field that cannot be typed in reads as filled-in fact, not as an empty box.
+    .mat-mdc-form-field.mat-form-field-disabled .mat-mdc-text-field-wrapper {
+      background: #f1f5f9;
+    }
+
+    .mat-mdc-form-field-hint {
+      color: $text-mid;
+    }
+  }
+}
+
+// The search icon is a button: it opens Search Customer.
+.pm-search-btn {
+  margin-right: 4px;
+  padding: 4px 7px;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: rgb(0 0 0 / 55%);
+  font-size: 0.85rem;
+  cursor: pointer;
+  transition:
+    background 0.15s,
+    color 0.15s;
+
+  &:hover:not(:disabled) {
+    background: $primary-light;
+    color: $primary-dark;
+  }
+
+  &:disabled {
+    cursor: default;
+    opacity: 0.4;
+  }
+}
+
+.pm-action-bar {
+  padding: 12px 20px;
+  background: #f8fafc;
+}
+
+.pm-callout {
+  margin: 0 20px 12px;
+  border-radius: 10px;
+}

src/app/deposits/party-master/create-party/create-party.component.ts

@@ -23,6 +23,10 @@ import { MatCheckbox } from '@angular/material/checkbox';
 import { MatRadioModule } from '@angular/material/radio';
 import { MatAutocompleteModule } from '@angular/material/autocomplete';
 import { MatDialog } from '@angular/material/dialog';
+import {
+  CustomerSearchDialogComponent,
+  CustomerSearchResult
+} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
 import { debounceTime, distinctUntilChanged } from 'rxjs/operators';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
@@ -33,7 +37,6 @@ import { ClientsService } from 'app/clients/clients.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
 import { AlertService } from 'app/core/alert/alert.service';
-import { searchClientsAnyCase } from '../client-search';
 
 /** Custom Components */
 import { PrematureCloseDialogComponent } from '../premature-close-dialog/premature-close-dialog.component';
@@ -121,6 +124,133 @@ export class CreatePartyComponent implements OnInit {
   }
 
   selectedTabIndex = 0;
+
+  /**
+   * How a nominee is related to the account holder, picked rather than typed. Read from the bank's own
+   * RELATIONSHIP code - m_code and m_code_value, the list a client's family members are recorded
+   * against - and from nowhere else, so a relation added or retired there shows up here.
+   */
+  relationOptions: string[] = [];
+
+  /**
+   * The relations to offer on one nominee: the list, plus whatever that nominee already holds when it
+   * is not on it - a relation saved before this was a list must still show when edited.
+   */
+  relationChoices(nominee: AbstractControl): string[] {
+    const current = String(nominee.get('relation')?.value ?? '').trim();
+    return current && !this.relationOptions.includes(current) ? [
+          ...this.relationOptions,
+          current
+        ] : this.relationOptions;
+  }
+
+  /** The code a new party is expected to get - an estimate; the server gives the real one on saving. */
+  expectedPartyCode = '';
+
+  /**
+   * The number of the DDS account opened most recently, shown as Last A/c. For reference only - it is
+   * read from the books, never typed, and nothing is saved from it.
+   */
+  lastAccountNo = '';
+
+  /**
+   * Customer & Scheme, Personal & Contact, Minor / Guardian, Scheme Terms, Balances & Status,
+   * Nominee's Detail - and Maturity Payout between the last two when the account is paid into a
+   * savings account. Every field is part of the one form whichever tab it is on, so moving between
+   * tabs loses and changes nothing.
+   */
+  get tabCount(): number {
+    return this.creditToRequired ? 7 : 6;
+  }
+
+  /** The controls each tab holds, so a tab can say it still has something to put right. */
+  private static readonly TAB_CONTROLS: Record<string, string[]> = {
+    customer: [
+      'clientId',
+      'subType',
+      'agentId',
+      'officeId',
+      'partyCode',
+      'nominal'
+    ],
+    personal: [
+      'partyName',
+      'partyName1',
+      'address1',
+      'address2',
+      'address3',
+      'city',
+      'pincode',
+      'gender',
+      'telephone',
+      'mobileNoSms',
+      'aadharNo',
+      'panCardNo',
+      'ckycId',
+      'operation',
+      'birthDate',
+      'occupation',
+      'risk'
+    ],
+    minor: [
+      'adultMinor',
+      'guardianClientId',
+      'minAccountOpt',
+      'minorDate',
+      'relation'
+    ],
+    scheme: [
+      'openingDate',
+      'dailyDepositAmount',
+      'days',
+      'month',
+      'depositAmount',
+      'maturityDate',
+      'ledgerNo',
+      'reopenDate'
+    ],
+    balances: [
+      'freezeCode',
+      'interestDate',
+      'isEmailActive',
+      'isSmsActive',
+      'lien',
+      'lienReason',
+      'lienReasonOther',
+      'od1Flag',
+      'od2Flag',
+      'payDate',
+      'spDescription'
+    ],
+    payout: [
+      'creditToAccount',
+      'creditToAccountType',
+      'creditToBranch'
+    ],
+    nominee: [
+      'nomineeApplicable',
+      'nomineeSplitMode'
+    ]
+  };
+
+  /**
+   * Whether a tab holds something to put right: a field that is invalid and has been visited, or - on
+   * the nominee tab - a nominee whose shares or order do not add up. Display only; Save is decided as
+   * before.
+   */
+  tabHasError(tab: string): boolean {
+    const visited = (control: AbstractControl | null) =>
+      !!control && control.invalid && (control.touched || control.dirty);
+    if (tab === 'nominee') {
+      const rows = this.nominees.controls.some((row) =>
+        Object.values((row as UntypedFormGroup).controls).some((control) => visited(control))
+      );
+      const flagged = CreatePartyComponent.TAB_CONTROLS['nominee'].some((name) => visited(this.partyForm.get(name)));
+      return rows || flagged || !!this.nomineeShareError || !!this.nomineeOrderError;
+    }
+    return (CreatePartyComponent.TAB_CONTROLS[tab] ?? []).some((name) => visited(this.partyForm.get(name)));
+  }
+
   partyStatus = 'ACTIVE';
   linkedSavingsAccountId: number | null = null;
 
@@ -152,29 +282,9 @@ export class CreatePartyComponent implements OnInit {
   agentLookupFailed = false;
   loadedGuardianName = '';
 
-  /** Clients matching what has been typed - an officer knows the customer's name, rarely their id. */
+  /** True when something other than an id has been typed in Client ID or Name: it is found with the search button. */
-  clientOptions: any[] = [];
+  clientNeedsSearch = false;
 
-  /**
-   * The first page of clients, shown the moment the field is focused so the officer can pick from a
-   * list instead of having to know something to type. Fetched once and kept.
-   *
-   * Capped rather than "all": it is a page of names on a branch with 28 customers today and a bank
-   * with far more later, and the field has to stay usable in both. Typing still searches every
-   * client, not just these - see searchClients.
-   */
-  private initialClients: any[] = [];
-  private static readonly CLIENT_LIST_SIZE = 50;
-
-  /** How many clients exist in total, to say so when the list below is only part of them. */
-  clientTotal = 0;
-
-  /** True while the options being shown are the opening list rather than search results. */
-  showingClientList = false;
-
-  get clientListIsPartial(): boolean {
-    return this.showingClientList && this.clientTotal > this.clientOptions.length;
-  }
   guardianOptions: any[] = [];
   /** The account types matching what has been typed into Sub Type. */
   subTypeOptions: any[] = [];
@@ -190,6 +300,31 @@ export class CreatePartyComponent implements OnInit {
     return this.partyStatus === 'CLOSED';
   }
 
+  /**
+   * What an active account's scheme is built on - the customer and product, its branch, its opening
+   * its collecting agent and its deposit terms - is shown but cannot be changed, as the server refuses
+   * it too. Contact details, nominees, lien and freeze stay editable.
+   */
+  static readonly LOCKED_WHEN_ACTIVE = [
+    'clientId',
+    'subType',
+    'agentId',
+    'officeId',
+    'openingDate',
+    'dailyDepositAmount',
+    'depositAmount',
+    'days',
+    'month',
+    'interestDate',
+    'payDate',
+    'reopenDate'
+  ];
+
+  /** An account already running: its scheme terms are locked. */
+  get termsLocked(): boolean {
+    return !!this.partyId && this.partyStatus === 'ACTIVE';
+  }
+
   /** The DDS Account Type master - what the legacy screen's Sub Type dropdown was fed from. */
   subTypes: any[] = [];
 
@@ -326,12 +461,6 @@ export class CreatePartyComponent implements OnInit {
       Validators.required
     ],
     savingsAccountNo: [''],
-    lastAccount: [
-      {
-        value: '',
-        disabled: true
-      }
-    ],
     partyCode: [
       {
         value: '',
@@ -549,6 +678,30 @@ export class CreatePartyComponent implements OnInit {
       }
     });
 
+    this.clientsService.getCodeValuesByName('RELATIONSHIP').subscribe((values: any[]) => {
+      const names = (values || [])
+        .filter((value: any) => value?.active !== false)
+        .map((value: any) => titleCase(String(value?.name ?? '').replace(/_/g, ' ')))
+        .filter((name: string) => !!name);
+      if (names.length > 0) {
+        this.relationOptions = names;
+      }
+    });
+
+    // The code a new party is expected to get, shown in place of a Party Code field - the server gives
+    // the code when the party is saved, never keyed. Read for an edit too, since Cancel leaves it
+    // ready for a new entry. A failure just leaves the card without a figure.
+    this.organizationService.getNextPartyCode().subscribe({
+      next: (result: any) => {
+        this.expectedPartyCode = result?.partyCode ?? '';
+        this.lastAccountNo = result?.lastAccountNo ?? '';
+      },
+      error: () => {
+        this.expectedPartyCode = '';
+        this.lastAccountNo = '';
+      }
+    });
+
     const routeId = this.route.snapshot.paramMap.get('partyId');
     if (routeId) {
       this.organizationService.getParty(routeId).subscribe((party: any) => this.patchFormFromParty(party));
@@ -567,9 +720,9 @@ export class CreatePartyComponent implements OnInit {
   // ---------------------------------------------------------------- lookups
 
   /**
-   * Fills the identity block from the customer, the way the legacy screen did - except that the
+   * Fills the identity block from the customer, the way the legacy screen did - keyed in as an id, which is fetched as
-   * customer can be found by name as well as by id, since an officer at the counter is told a name.
+   * it is typed (the way the Agent screen does it), or found by name or mobile number with the search button, which
-   * The control holds the picked client object, or whatever has been typed so far.
+   * puts the id in the box.
    */
   private wireClientLookup(): void {
     this.partyForm
@@ -584,72 +737,24 @@ export class CreatePartyComponent implements OnInit {
         this.partyForm.get('adultMinor')?.enable({ emitEvent: false });
         this.loadedClientName = '';
         this.clientLookupFailed = false;
+        this.clientNeedsSearch = false;
 
-        // Picked from the list.
+        const typed = String(value && typeof value === 'object' ? value.id : (value ?? '')).trim();
-        if (value && typeof value === 'object') {
-          this.clientOptions = [];
-          this.fillFromClient(value.id, value.displayName);
-          return;
-        }
-
-        const typed = String(value ?? '').trim();
         if (!typed) {
-          // Emptying the field puts the opening list back, rather than leaving nothing to pick from.
-          this.showClientList();
           return;
         }
 
-        // A bare number is an id typed straight in; anything else is a name to search for. A number
+        // A bare number is an id typed straight in.
-        // can be both, so both are tried and whichever matches wins.
         if (/^\d+$/.test(typed)) {
-          this.fillFromClient(typed, '');
+          this.fillFromClient(typed, value && typeof value === 'object' ? value.displayName : '');
+          return;
         }
-        this.searchClients(typed);
+
+        // A name is not looked up as it is typed; the search button finds the customer and puts the id here.
+        this.clientNeedsSearch = true;
       });
   }
 
-  private searchClients(term: string): void {
-    searchClientsAnyCase(this.clientsService, term).subscribe((found: any[]) => {
-      this.showingClientList = false;
-      this.clientOptions = found.slice(0, 25);
-    });
-  }
-
-  /**
-   * Opens the customer list when the field is focused.
-   *
-   * Without this the officer has to know something before anything appears, which is backwards: the
-   * point of the field is to find a customer, and a blank box is no help in doing that. A customer
-   * already picked is left alone - reopening the list over a chosen name only invites a misclick.
-   */
-  onClientFocus(): void {
-    if (this.partyForm.get('clientId')?.value) {
-      return;
-    }
-    this.showClientList();
-  }
-
-  /** Shows the opening list, fetching it the first time it is asked for. */
-  private showClientList(): void {
-    if (this.initialClients.length > 0) {
-      this.showingClientList = true;
-      this.clientOptions = this.initialClients;
-      return;
-    }
-
-    this.clientsService.getClients('displayName', 'ASC', 0, CreatePartyComponent.CLIENT_LIST_SIZE).subscribe({
-      next: (response: any) => {
-        const found = response?.pageItems || response || [];
-        this.initialClients = Array.isArray(found) ? found : [];
-        this.clientTotal = response?.totalFilteredRecords ?? this.initialClients.length;
-        this.showingClientList = true;
-        this.clientOptions = this.initialClients;
-      },
-      // A failed list is not a failed screen - the officer can still type a name or an id.
-      error: () => (this.clientOptions = [])
-    });
-  }
-
   private fillFromClient(clientId: string | number, knownName: string): void {
     this.clientsService.getClientData(String(clientId), true).subscribe({
       next: (client: any) => {
@@ -777,6 +882,35 @@ export class CreatePartyComponent implements OnInit {
     });
   }
 
+  /**
+   * Opens Search Customer - the same dialog, and the same customer search API, the Agent screen and the cash
+   * screens use - to find the client by ID, name or mobile number. The id of the one picked goes into the field,
+   * which then fills in the rest as an id keyed in does.
+   */
+  openClientSearch(): void {
+    const control = this.partyForm.get('clientId');
+    if (!control || control.disabled) {
+      return;
+    }
+    // What was typed so far is searched for; a client already picked is not a search term.
+    const value = control.value;
+    const typed = value && typeof value === 'object' ? '' : String(value ?? '').trim();
+    this.dialog
+      .open(CustomerSearchDialogComponent, {
+        width: '960px',
+        maxWidth: '95vw',
+        // A party is a customer first: they need not hold an account to be picked, and are listed once however many
+        // accounts they have.
+        data: { requireAccount: false, uniqueCustomers: true, prefill: typed }
+      })
+      .afterClosed()
+      .subscribe((result: CustomerSearchResult | undefined) => {
+        if (result?.clientId) {
+          control.setValue(String(result.clientId));
+        }
+      });
+  }
+
   /** What the Client ID box shows for a picked client, rather than "[object Object]". */
   displayClient = (value: any): string => {
     if (!value) {
@@ -803,7 +937,13 @@ export class CreatePartyComponent implements OnInit {
     return this.filledFromClient.has(controlName);
   }
 
-  /** The client's risk category, from their KYC record. */
+  /**
+   * The client's risk category, PAN and CKYC number, from their KYC record.
+   *
+   * The PAN and the CKYC number are filed on the KYC record as well as - for some clients, only on -
+   * it, not as ID proofs. Reading the ID proofs alone left both empty for a client whose KYC held them,
+   * which is the record the client screens and the customer search read first.
+   */
   private loadClientRisk(clientId: string): void {
     this.clientsService.getClientKyc(clientId, true).subscribe({
       next: (kyc: any) => {
@@ -812,6 +952,8 @@ export class CreatePartyComponent implements OnInit {
           .split('.')
           .pop();
         this.fillFromClientRecord('risk', titleCase(code));
+        this.fillFromClientRecord('panCardNo', kyc?.panNumber);
+        this.fillFromClientRecord('ckycId', kyc?.ckycNumber);
       },
       // A client without a KYC record just leaves the risk to be chosen.
       error: () => undefined
@@ -1554,7 +1696,6 @@ export class CreatePartyComponent implements OnInit {
       officeId: raw.officeId,
       savingsAccountNo: this.linkedSavingsAccountId ? undefined : raw.savingsAccountNo || undefined,
       subType: raw.subType,
-      lastAccount: raw.lastAccount || undefined,
       nominal: raw.nominal === 'Yes',
       aadharNo: raw.aadharNo || undefined,
       partyName: raw.partyName,
@@ -1638,6 +1779,12 @@ export class CreatePartyComponent implements OnInit {
     };
 
     if (this.partyId) {
+      // An active account's locked terms are not sent at all, so an edit never even asks to change them.
+      if (this.termsLocked) {
+        for (const name of CreatePartyComponent.LOCKED_WHEN_ACTIVE) {
+          delete payload[name];
+        }
+      }
       this.organizationService.updateParty(this.partyId, payload).subscribe(done);
     } else {
       this.organizationService.createParty(payload).subscribe(done);
@@ -1850,7 +1997,6 @@ export class CreatePartyComponent implements OnInit {
       agentId: party.agentId,
       officeId: party.officeId,
       partyCode: party.partyCode,
-      lastAccount: party.lastAccount,
       nominal: party.nominal ? 'Yes' : 'No',
       aadharNo: party.aadharNo,
       partyName: party.partyName,
@@ -1931,6 +2077,10 @@ export class CreatePartyComponent implements OnInit {
     // A closed party is a record to look at, not to change.
     if (this.isClosed) {
       this.partyForm.disable({ emitEvent: false });
+    } else if (this.termsLocked) {
+      for (const name of CreatePartyComponent.LOCKED_WHEN_ACTIVE) {
+        this.partyForm.get(name)?.disable({ emitEvent: false });
+      }
     }
   }
 }

src/app/organization/agent-master/agent-master.component.html

@@ -159,11 +159,22 @@
               <!-- A closed agent is off the books: nothing can be changed on it, only read. -->
               @if (a.closeDate) {
                 <span class="am-closed-on">Closed {{ a.closeDate | dateFormat }}</span>
-              } @else {
+              }
+              <button
+                type="button"
+                class="pl-action-btn pl-action-btn--view"
+                [routerLink]="[a.id]"
+                (click)="$event.stopPropagation()"
+                matTooltip="View agent details"
+              >
+                <fa-icon icon="eye"></fa-icon><span>View</span>
+              </button>
+              @if (!a.closeDate) {
                 <button
                   type="button"
                   class="pl-action-btn pl-action-btn--edit"
                   [routerLink]="[a.id, 'edit']"
+                  (click)="$event.stopPropagation()"
                   matTooltip="Edit this agent"
                 >
                   <fa-icon icon="edit"></fa-icon><span>Edit</span>
@@ -176,6 +187,7 @@
           <tr
             mat-row
             *matRowDef="let row; columns: displayedColumns"
+            [routerLink]="[row.id]"
             class="pl-row"
             [class.am-row--inactive]="!row.active"
           ></tr>

src/app/organization/agent-master/create-agent/create-agent.component.html

@@ -11,298 +11,470 @@
     <button mat-stroked-button [routerLink]="['../']" class="am-back">
       <i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
     </button>
-    <h2 class="am-header__title">Agent Master Entry</h2>
+    <div class="am-header__icon"><i class="fas fa-user-tie"></i></div>
+    <div class="am-header__text">
+      <h2 class="am-header__title">Agent Master Entry</h2>
+      <p class="am-header__sub">
+        {{ agentId ? 'Update this collection agent.' : 'Register a collection agent, their accounts and guarantors.' }}
+      </p>
+    </div>
   </div>
 
-  <div class="am-card">
+  <form [formGroup]="agentForm">
-    <form [formGroup]="agentForm">
+    <!--
-      <!--
+      Follows the legacy Agent Master Entry screen field for field. Entering a Client ID fills the
-        Follows the legacy Agent Master Entry screen field for field. Entering a Client ID fills the
+      name, address, city, pincode and telephone from that client, as the legacy screen did, and
-        name, address, city, pincode and telephone from that client, as the legacy screen did, and
+      also defaults the home branch and stocks the two savings-account dropdowns from that client.
-        also defaults the home branch and stocks the two savings-account dropdowns from that client.
+      The fields are the same ones the legacy screen had, set out over tabs so each page is short;
-      -->
+      they all belong to the one form, so nothing is lost by moving between tabs.
-      <div class="am-section">
+    -->
-        <div class="am-section__header">
+    <mat-tab-group
-          <i class="fas fa-id-card"></i>
+      class="am-tabs"
-          <h3>Agent Details</h3>
+      animationDuration="200ms"
-        </div>
+      [preserveContent]="true"
-        <div class="am-grid">
+      [(selectedIndex)]="selectedTabIndex"
-          <mat-form-field appearance="outline" class="am-field">
+    >
-            <mat-label>Client ID or Name</mat-label>
+      <!-- ── 1. Agent details ─────────────────────────────────────────────────────────── -->
-            <input
+      <mat-tab>
-              matInput
+        <ng-template mat-tab-label>
-              required
+          <i class="fas fa-id-card am-tab-icon"></i>
-              formControlName="clientId"
+          Agent Details
-              [matAutocomplete]="clientAuto"
+          @if (tabHasError(0)) {
-              #clientInput
+            <i class="fas fa-exclamation-circle am-tab-alert" aria-label="Needs attention"></i>
-              #clientTrigger="matAutocompleteTrigger"
+          }
-              (focus)="onClientFocus()"
+        </ng-template>
-              placeholder="Click to see clients, or type a name or ID…"
+        <div class="am-tab-content">
-              autocomplete="off"
+          <div class="am-tab-intro">
-            />
+            <h3>Agent Details</h3>
-            <i matSuffix class="fas fa-search am-search-ic"></i>
+            <p>
-            <!-- Picking a client puts their id in the field, which then fills the rest as before. -->
+              Choose the branch, then find the client who will act as agent - their name, address and accounts are
-            <mat-autocomplete #clientAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
+              filled in from them.
-              @for (client of clientOptions; track client.id) {
+            </p>
-                <mat-option [value]="client.id">
+          </div>
-                  <div class="am-opt">
+          <div class="am-grid">
-                    <span class="am-opt-id">{{ client.id }}</span>
+            <!-- Asked first: the clients offered, and whether a client can be made an agent here at all,
-                    <span class="am-opt-main">{{ client.displayName }}</span>
+                 depend on the branch. Which branch the agent collects out of: the one logged in to or a
-                    <span class="am-opt-sub">{{ client.officeName }}</span>
+                 branch under it. The option carries the office's id while showing its name, so renaming
-                  </div>
+                 a branch later leaves the agent where it is. -->
-                </mat-option>
+            <mat-form-field appearance="outline" class="am-field">
-              }
+              <mat-label>Home Branch</mat-label>
-              @if (clientListIsPartial) {
+              <mat-select required formControlName="officeId">
-                <mat-option disabled class="am-opt-more">
+                @for (office of offices; track office.id) {
-                  Showing {{ clientOptions.length }} of {{ clientTotal }} — type a name to find the rest
+                  <mat-option [value]="office.id">{{ office.name }}</mat-option>
-                </mat-option>
+                }
-              }
+              </mat-select>
-            </mat-autocomplete>
+              <mat-hint>The branch this agent's collections belong to</mat-hint>
-            @if (agentForm.get('clientId')?.hasError('pattern')) {
+            </mat-form-field>
-              <mat-hint class="am-hint--error">Pick a client from the list</mat-hint>
-            } @else if (clientAlreadyAgent) {
-              <mat-hint class="am-hint--error">This client is already agent {{ clientAlreadyAgent }}</mat-hint>
-            } @else if (clientAgeProblem) {
-              <mat-hint class="am-hint--error">{{ clientAgeProblem }}</mat-hint>
-            } @else if (clientOtherBranch) {
-              <mat-hint class="am-hint--error">This client belongs to another branch</mat-hint>
-            } @else if (clientLookupFailed) {
-              <mat-hint class="am-hint--error">No client found with this ID</mat-hint>
-            } @else if (loadedClientName) {
-              <mat-hint>{{ loadedClientName }}</mat-hint>
-            }
-          </mat-form-field>
 
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Code</mat-label>
-            <input matInput formControlName="agentCode" placeholder="Auto-generated" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field am-field--wide">
-            <mat-label>Agent Name ID</mat-label>
-            <input matInput required formControlName="agentNameId" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field am-field--wide">
-            <mat-label>Agent Address (Line 1)</mat-label>
-            <input matInput required formControlName="agentAddress1" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field am-field--wide">
-            <mat-label>Agent Address (Line 2)</mat-label>
-            <input matInput formControlName="agentAddress2" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent City</mat-label>
-            <input matInput required formControlName="agentCity" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent PinCode</mat-label>
-            <input matInput required formControlName="agentPinCode" mifosxRestrictInput="digits" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Telephone</mat-label>
-            <input matInput formControlName="agentTelephone" mifosxRestrictInput="phone" />
-          </mat-form-field>
-
-          <!-- Which branch the agent collects out of: the one logged in to or a branch under it. The
-               option carries the office's id while showing its name, so renaming a branch later
-               leaves the agent where it is. -->
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Home Branch</mat-label>
-            <mat-select required formControlName="officeId">
-              @for (office of offices; track office.id) {
-                <mat-option [value]="office.id">{{ office.name }}</mat-option>
-              }
-            </mat-select>
-            <mat-hint>The branch this agent's collections belong to</mat-hint>
-          </mat-form-field>
-
-          <!-- The account this agent's cash sits in between collecting it and bringing it in, so a
-               balance left standing on it is this agent's and nobody else's. Required, and one agent
-               to an account - an account already taken is refused by name, not by number. Only
-               detail accounts are offered: a header account is a heading over others and carries no
-               entries of its own. -->
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>GL Account</mat-label>
-            <mat-select required formControlName="glAccountId">
-              @for (account of glAccounts; track account.id) {
-                <mat-option [value]="account.id">{{ account.glCode }} · {{ account.name }}</mat-option>
-              }
-            </mat-select>
-            <mat-hint>This agent's collections pass through it. One agent to an account.</mat-hint>
-          </mat-form-field>
-
-          <!-- Type first, then the number - the order the legacy screen used. The list is built from
-               the client's own accounts, so every type offered is one they actually hold. -->
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Saving A/C Type</mat-label>
-            <mat-select
-              required
-              formControlName="agentSavingAccountType"
-              (selectionChange)="onSavingsAccountTypePicked()"
-            >
-              @for (accountType of savingsAccountTypes; track accountType) {
-                <mat-option [value]="accountType">{{ savingsAccountTypeCodes[accountType] || accountType }}</mat-option>
-              }
-            </mat-select>
-            <!-- Two different reasons for an empty list, and the fix differs: enter a client, or
-                 open them a savings account. Saying which saves a guess. -->
-            @if (savingsAccountTypes.length === 0) {
-              @if (loadedClientName) {
-                <mat-hint class="am-hint--error">
-                  {{ loadedClientName }} has no savings account — commission can only be paid into one
-                </mat-hint>
-              } @else {
-                <mat-hint class="am-hint--error"
-                  >Enter a Client ID first — types come from that client's own accounts</mat-hint
-                >
-              }
-            }
-          </mat-form-field>
-
-          <!-- Picked from the client's own accounts, never typed: commission is paid into this
-               account, and a number that exists only as text is a payment with nowhere to land. -->
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Saving A/C No</mat-label>
-            <mat-select required formControlName="agentSavingAccountNo">
-              @for (account of accountsOfChosenType; track account.id) {
-                <mat-option [value]="account.accountNo">{{ account.accountNo }}</mat-option>
-              }
-            </mat-select>
-            @if (accountsOfChosenType.length === 0) {
-              <mat-hint>Choose an A/C Type first</mat-hint>
-            }
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Opening Date</mat-label>
-            <input matInput required [matDatepicker]="openingDatePicker" formControlName="agentOpeningDate" />
-            <mat-datepicker-toggle matIconSuffix [for]="openingDatePicker"></mat-datepicker-toggle>
-            <mat-datepicker #openingDatePicker></mat-datepicker>
-          </mat-form-field>
-
-          <!-- Copied from the client, whose date of birth was taken and checked when they were opened. -->
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Birth Date</mat-label>
-            <input matInput readonly [matDatepicker]="birthDatePicker" formControlName="agentBirthDate" />
-            <mat-datepicker #birthDatePicker></mat-datepicker>
-            <mat-hint>From the client's record</mat-hint>
-          </mat-form-field>
-        </div>
-      </div>
-
-      <div class="am-section">
-        <div class="am-section__header">
-          <i class="fas fa-user-shield"></i>
-          <h3>Guarantor's Detail</h3>
-          <button mat-stroked-button type="button" class="am-add-guarantor" (click)="addGuarantor()">
-            <i class="fas fa-plus"></i> Add Guarantor
-          </button>
-        </div>
-
-        @if (guarantors.length === 0) {
-          <p class="am-empty-guarantors">No guarantors added yet.</p>
-        }
-
-        @for (guarantor of guarantors.controls; track guarantor; let i = $index) {
-          <div class="am-guarantor-row" [formGroup]="$any(guarantor)">
             <mat-form-field appearance="outline" class="am-field">
               <mat-label>Client ID or Name</mat-label>
               <input
                 matInput
                 required
                 formControlName="clientId"
-                [matAutocomplete]="guarantorAuto"
+                (keydown.enter)="$event.preventDefault(); openClientSearch()"
-                #guarantorInput
+                placeholder="Client ID, or search by name or mobile number…"
-                #guarantorTrigger="matAutocompleteTrigger"
-                (focus)="onGuarantorFocus(guarantor, guarantorTrigger, guarantorInput)"
-                placeholder="Click to see clients, or type…"
                 autocomplete="off"
               />
-              <i matSuffix class="fas fa-search am-search-ic"></i>
+              <!-- Opens Search Customer; picking a customer puts their id here, which fills the rest. -->
-              <mat-autocomplete #guarantorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
+              <button
-                @for (client of guarantorOptionsFor(guarantor); track client.id) {
+                matSuffix
-                  <mat-option [value]="client.id">
+                type="button"
-                    <div class="am-opt">
+                class="am-search-btn"
-                      <span class="am-opt-id">{{ client.id }}</span>
+                aria-label="Search customer"
-                      <span class="am-opt-main">{{ client.displayName }}</span>
+                [disabled]="agentId !== null"
-                      <span class="am-opt-sub">{{ client.officeName }}</span>
+                (click)="openClientSearch()"
-                    </div>
+              >
-                  </mat-option>
+                <i class="fas fa-search"></i>
-                }
+              </button>
-              </mat-autocomplete>
+              @if (clientNeedsSearch) {
-              <!-- Shown as soon as it is keyed, not only after leaving the field. -->
+                <mat-hint class="am-hint--error">Press search to find this client by name or mobile number</mat-hint>
-              @if (guarantor.get('clientId')?.hasError('selfGuarantor')) {
+              } @else if (clientAlreadyAgent) {
-                <mat-hint class="am-hint--error">The agent cannot be their own guarantor</mat-hint>
+                <mat-hint class="am-hint--error">This client is already agent {{ clientAlreadyAgent }}</mat-hint>
-              } @else if (guarantor.get('clientId')?.hasError('duplicateGuarantor')) {
+              } @else if (clientAgeProblem) {
-                <mat-hint class="am-hint--error">This client is already a guarantor above</mat-hint>
+                <mat-hint class="am-hint--error">{{ clientAgeProblem }}</mat-hint>
-              } @else if (guarantor.get('clientId')?.hasError('pattern')) {
+              } @else if (clientOtherBranch) {
-                <mat-hint class="am-hint--error">Pick a client from the list</mat-hint>
+                <mat-hint class="am-hint--error">This client belongs to another branch</mat-hint>
+              } @else if (clientLookupFailed) {
+                <mat-hint class="am-hint--error">No client found with this ID</mat-hint>
+              } @else if (loadedClientName) {
+                <mat-hint>{{ loadedClientName }}</mat-hint>
               }
             </mat-form-field>
-            <mat-form-field appearance="outline" class="am-field">
+
-              <mat-label>Guarantor Name</mat-label>
+            <!-- Not a field: the server assigns the code when the agent is saved. A new agent is shown
-              <input matInput required formControlName="guarantorName" />
+                 the code it is expected to get, worked out from the agents already on the books. -->
+            <div class="am-code">
+              <span class="am-code__label">Agent Code</span>
+              <span class="am-code__value">{{
+                (agentId ? agentForm.get('agentCode')?.value : expectedAgentCode) || '—'
+              }}</span>
+              <span class="am-code__hint">{{
+                agentId ? 'Assigned when this agent was opened' : 'Expected - assigned when saved'
+              }}</span>
+            </div>
+
+            <mat-form-field appearance="outline" class="am-field am-field--wide">
+              <mat-label>Agent Name ID</mat-label>
+              <input matInput required formControlName="agentNameId" />
             </mat-form-field>
+
+            <!-- Not picked: a new agent is opened on the business date, and an agent being edited shows
+                 the date it was opened on. -->
             <mat-form-field appearance="outline" class="am-field">
-              <mat-label>Address 1</mat-label>
+              <mat-label>Agent Opening Date</mat-label>
-              <input matInput required formControlName="address1" />
+              <input
+                matInput
+                required
+                readonly
+                [matDatepicker]="openingDatePicker"
+                formControlName="agentOpeningDate"
+              />
+              <mat-datepicker #openingDatePicker></mat-datepicker>
+              <mat-hint>{{ agentId ? 'The date this agent was opened' : 'Business date' }}</mat-hint>
             </mat-form-field>
+
+            <!-- Copied from the client, whose date of birth was taken and checked when they were opened. -->
             <mat-form-field appearance="outline" class="am-field">
-              <mat-label>Address 2</mat-label>
+              <mat-label>Agent Birth Date</mat-label>
-              <input matInput formControlName="address2" />
+              <input matInput readonly [matDatepicker]="birthDatePicker" formControlName="agentBirthDate" />
+              <mat-datepicker #birthDatePicker></mat-datepicker>
+              <mat-hint>From the client's record</mat-hint>
             </mat-form-field>
+          </div>
+        </div>
+      </mat-tab>
+
+      <!-- ── 2. Address & contact ─────────────────────────────────────────────────────── -->
+      <mat-tab>
+        <ng-template mat-tab-label>
+          <i class="fas fa-map-marker-alt am-tab-icon"></i>
+          Address &amp; Contact
+          @if (tabHasError(1)) {
+            <i class="fas fa-exclamation-circle am-tab-alert" aria-label="Needs attention"></i>
+          }
+        </ng-template>
+        <div class="am-tab-content">
+          <div class="am-tab-intro">
+            <h3>Address &amp; Contact</h3>
+            <p>Filled from the client; change anything that differs for the agent.</p>
+          </div>
+          <div class="am-grid">
+            <mat-form-field appearance="outline" class="am-field am-field--wide">
+              <mat-label>Agent Address (Line 1)</mat-label>
+              <input matInput required formControlName="agentAddress1" />
+            </mat-form-field>
+
+            <mat-form-field appearance="outline" class="am-field am-field--wide">
+              <mat-label>Agent Address (Line 2)</mat-label>
+              <input matInput formControlName="agentAddress2" />
+            </mat-form-field>
+
             <mat-form-field appearance="outline" class="am-field">
-              <mat-label>City</mat-label>
+              <mat-label>Agent City</mat-label>
-              <input matInput required formControlName="city" />
+              <input matInput required formControlName="agentCity" />
             </mat-form-field>
+
             <mat-form-field appearance="outline" class="am-field">
-              <mat-label>Pin Code</mat-label>
+              <mat-label>Agent PinCode</mat-label>
-              <input matInput required formControlName="pinCode" mifosxRestrictInput="digits" />
+              <input matInput required formControlName="agentPinCode" mifosxRestrictInput="digits" />
             </mat-form-field>
+
             <mat-form-field appearance="outline" class="am-field">
-              <mat-label>Telephone</mat-label>
+              <mat-label>Agent Telephone</mat-label>
-              <input matInput formControlName="telephone" mifosxRestrictInput="phone" />
+              <input matInput formControlName="agentTelephone" mifosxRestrictInput="phone" />
             </mat-form-field>
-            <button
+          </div>
-              mat-icon-button
+        </div>
-              type="button"
+      </mat-tab>
-              class="am-remove-guarantor"
+
-              (click)="removeGuarantor(i)"
+      <!-- ── 3. Branch & accounts ─────────────────────────────────────────────────────── -->
-              matTooltip="Remove guarantor"
+      <mat-tab>
-            >
+        <ng-template mat-tab-label>
-              <i class="fas fa-trash"></i>
+          <i class="fas fa-university am-tab-icon"></i>
+          Accounts
+          @if (tabHasError(2)) {
+            <i class="fas fa-exclamation-circle am-tab-alert" aria-label="Needs attention"></i>
+          }
+        </ng-template>
+        <div class="am-tab-content">
+          <div class="am-tab-intro">
+            <h3>Accounts</h3>
+            <p>The ledger account the agent's cash passes through, and the savings account commission is paid into.</p>
+          </div>
+          <div class="am-grid">
+            <!-- The account this agent's cash sits in between collecting it and bringing it in, so a
+                 balance left standing on it is this agent's and nobody else's. Required, and one agent
+                 to an account - an account already taken is refused by name, not by number. Only
+                 detail accounts are offered: a header account is a heading over others and carries no
+                 entries of its own. -->
+            <mat-form-field appearance="outline" class="am-field am-field--full">
+              <mat-label>GL Account</mat-label>
+              <mat-select
+                required
+                formControlName="glAccountId"
+                (openedChange)="!$event && glAccountSearch.setValue('')"
+              >
+                <!-- Type a code or a name to narrow the list; cleared again when the list closes. -->
+                <mat-option>
+                  <ngx-mat-select-search
+                    placeholderLabel="Search by code or name"
+                    noEntriesFoundLabel="No account found"
+                    [formControl]="glAccountSearch"
+                  ></ngx-mat-select-search>
+                </mat-option>
+                @for (account of filteredGlAccounts; track account.id) {
+                  <mat-option [value]="account.id">{{ account.glCode }} · {{ account.name }}</mat-option>
+                }
+              </mat-select>
+              <mat-hint>This agent's collections pass through it. One agent to an account.</mat-hint>
+            </mat-form-field>
+
+            <!-- Type first, then the number - the order the legacy screen used. The list is built from
+                 the client's own accounts, so every type offered is one they actually hold. -->
+            <mat-form-field appearance="outline" class="am-field am-field--wide">
+              <mat-label>Agent Saving A/C Type</mat-label>
+              <mat-select
+                required
+                formControlName="agentSavingAccountType"
+                (selectionChange)="onSavingsAccountTypePicked()"
+              >
+                @for (accountType of savingsAccountTypes; track accountType) {
+                  <mat-option [value]="accountType">{{
+                    savingsAccountTypeCodes[accountType] || accountType
+                  }}</mat-option>
+                }
+              </mat-select>
+              <!-- Two different reasons for an empty list, and the fix differs: enter a client, or
+                   open them a savings account. Saying which saves a guess. -->
+              @if (savingsAccountTypes.length === 0) {
+                @if (loadedClientName) {
+                  <mat-hint class="am-hint--error">
+                    {{ loadedClientName }} has no savings account — commission can only be paid into one
+                  </mat-hint>
+                } @else {
+                  <mat-hint class="am-hint--error"
+                    >Enter a Client ID first — types come from that client's own accounts</mat-hint
+                  >
+                }
+              }
+            </mat-form-field>
+
+            <!-- Picked from the client's own accounts, never typed: commission is paid into this
+                 account, and a number that exists only as text is a payment with nowhere to land. -->
+            <mat-form-field appearance="outline" class="am-field">
+              <mat-label>Agent Saving A/C No</mat-label>
+              <mat-select required formControlName="agentSavingAccountNo" (selectionChange)="onSavingsAccountPicked()">
+                @for (account of accountsOfChosenType; track account.id) {
+                  <mat-option [value]="account.accountNo">{{ account.accountNo }}</mat-option>
+                }
+              </mat-select>
+              @if (accountsOfChosenType.length === 0) {
+                <mat-hint>Choose an A/C Type first</mat-hint>
+              }
+            </mat-form-field>
+
+            <!-- How the chosen account stands, read from the account itself: whether it can take the
+                 commission, what it holds, what is on hold and what is left to use. -->
+            @if (savingsInfoLoading) {
+              <div class="am-acct am-field--full am-acct--note">Reading the account…</div>
+            } @else if (savingsInfoFailed) {
+              <div class="am-acct am-field--full am-acct--note am-acct--error">
+                Could not read this account's balance just now.
+              </div>
+            } @else if (savingsInfo) {
+              <div class="am-acct am-field--full">
+                <div class="am-acct__tile">
+                  <span class="am-acct__label">Account Status</span>
+                  <span
+                    class="am-acct__status"
+                    [class.am-acct__status--ok]="savingsInfo.statusClass === 'ok'"
+                    [class.am-acct__status--wait]="savingsInfo.statusClass === 'wait'"
+                    [class.am-acct__status--off]="savingsInfo.statusClass === 'off'"
+                  >
+                    <i class="fas fa-circle"></i>{{ savingsInfo.status }}
+                  </span>
+                </div>
+                <div class="am-acct__tile">
+                  <span class="am-acct__label">Balance</span>
+                  <span class="am-acct__value"
+                    >{{ savingsInfo.symbol }}{{ savingsInfo.balance | number: '1.2-2' }}</span
+                  >
+                </div>
+                <div class="am-acct__tile">
+                  <span class="am-acct__label">Hold</span>
+                  <span class="am-acct__value" [class.am-acct__value--hold]="savingsInfo.hold > 0">
+                    {{ savingsInfo.symbol }}{{ savingsInfo.hold | number: '1.2-2' }}
+                  </span>
+                </div>
+                <div class="am-acct__tile am-acct__tile--accent">
+                  <span class="am-acct__label">Available Balance</span>
+                  <span class="am-acct__value"
+                    >{{ savingsInfo.symbol }}{{ savingsInfo.available | number: '1.2-2' }}</span
+                  >
+                </div>
+              </div>
+            }
+          </div>
+        </div>
+      </mat-tab>
+
+      <!-- ── 4. Guarantors ────────────────────────────────────────────────────────────── -->
+      <mat-tab>
+        <ng-template mat-tab-label>
+          <i class="fas fa-user-shield am-tab-icon"></i>
+          Guarantors
+          @if (guarantors.length > 0) {
+            <span class="am-tab-count">{{ guarantors.length }}</span>
+          }
+          @if (tabHasError(3)) {
+            <i class="fas fa-exclamation-circle am-tab-alert" aria-label="Needs attention"></i>
+          }
+        </ng-template>
+        <div class="am-tab-content">
+          <div class="am-tab-intro am-tab-intro--split">
+            <div>
+              <h3>Guarantor's Detail</h3>
+              <p>Someone other than the agent who stands behind them. Add as many as are needed.</p>
+            </div>
+            <button mat-stroked-button type="button" class="am-add-guarantor" (click)="addGuarantor()">
+              <i class="fas fa-plus"></i> Add Guarantor
             </button>
           </div>
-        }
-      </div>
 
-      <div class="am-section">
+          @if (guarantors.length === 0) {
-        <div class="am-section__header">
+            <div class="am-empty">
-          <i class="fas fa-balance-scale"></i>
+              <i class="fas fa-user-shield"></i>
-          <h3>Balances</h3>
+              <p class="am-empty-guarantors">No guarantors added yet.</p>
+            </div>
+          }
+
+          @for (guarantor of guarantors.controls; track guarantor; let i = $index) {
+            <div class="am-guarantor-row" [formGroup]="$any(guarantor)">
+              <div class="am-guarantor-head">
+                <span class="am-guarantor-no">{{ i + 1 }}</span>
+                <span class="am-guarantor-title">Guarantor {{ i + 1 }}</span>
+                <button
+                  type="button"
+                  class="am-remove-guarantor"
+                  (click)="removeGuarantor(i)"
+                  matTooltip="Remove guarantor"
+                  aria-label="Remove guarantor"
+                >
+                  <i class="fas fa-trash"></i>
+                </button>
+              </div>
+              <div class="am-guarantor-grid">
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>Client ID or Name</mat-label>
+                  <input
+                    matInput
+                    required
+                    formControlName="clientId"
+                    (keydown.enter)="$event.preventDefault(); openGuarantorSearch(guarantor)"
+                    placeholder="Client ID, or search by name or mobile number…"
+                    autocomplete="off"
+                  />
+                  <button
+                    matSuffix
+                    type="button"
+                    class="am-search-btn"
+                    aria-label="Search customer"
+                    (click)="openGuarantorSearch(guarantor)"
+                  >
+                    <i class="fas fa-search"></i>
+                  </button>
+                  <!-- Shown as soon as it is keyed, not only after leaving the field. -->
+                  @if (guarantor.get('clientId')?.hasError('selfGuarantor')) {
+                    <mat-hint class="am-hint--error">The agent cannot be their own guarantor</mat-hint>
+                  } @else if (guarantor.get('clientId')?.hasError('duplicateGuarantor')) {
+                    <mat-hint class="am-hint--error">This client is already a guarantor above</mat-hint>
+                  } @else if (guarantor.get('clientId')?.hasError('pattern')) {
+                    <mat-hint class="am-hint--error"
+                      >Press search to find this client by name or mobile number</mat-hint
+                    >
+                  }
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>Guarantor Name</mat-label>
+                  <input matInput required formControlName="guarantorName" />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>Telephone</mat-label>
+                  <input matInput formControlName="telephone" mifosxRestrictInput="phone" />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>Address 1</mat-label>
+                  <input matInput required formControlName="address1" />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>Address 2</mat-label>
+                  <input matInput formControlName="address2" />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>City</mat-label>
+                  <input matInput required formControlName="city" />
+                </mat-form-field>
+                <mat-form-field appearance="outline" class="am-field">
+                  <mat-label>Pin Code</mat-label>
+                  <input matInput required formControlName="pinCode" mifosxRestrictInput="digits" />
+                </mat-form-field>
+              </div>
+            </div>
+          }
         </div>
-        <div class="am-grid">
+      </mat-tab>
-          <mat-form-field appearance="outline" class="am-field">
-            <mat-label>Agent Current Balance</mat-label>
-            <input matInput formControlName="agentCurrentBalance" />
-          </mat-form-field>
 
-          <mat-form-field appearance="outline" class="am-field">
+      <!-- ── 5. Balances ────────────────────────────────────────────────────────────────
-            <mat-label>Agent Opening Balance</mat-label>
+           Only for an agent already on the books. A new agent always starts at nothing - the form
-            <input matInput type="number" formControlName="agentOpeningBalance" />
+           still sends 0 - so there is nothing to ask; the tab then shows what the agent holds. -->
-          </mat-form-field>
+      @if (agentId) {
-        </div>
+        <mat-tab>
-      </div>
+          <ng-template mat-tab-label>
+            <i class="fas fa-balance-scale am-tab-icon"></i>
+            Balances
+            @if (tabHasError(4)) {
+              <i class="fas fa-exclamation-circle am-tab-alert" aria-label="Needs attention"></i>
+            }
+          </ng-template>
+          <div class="am-tab-content">
+            <div class="am-tab-intro">
+              <h3>Balances</h3>
+              <p>What the agent holds on the books at the start.</p>
+            </div>
+            <div class="am-grid">
+              <mat-form-field appearance="outline" class="am-field">
+                <mat-label>Agent Current Balance</mat-label>
+                <input matInput formControlName="agentCurrentBalance" />
+              </mat-form-field>
 
-      <div class="am-action-bar">
+              <mat-form-field appearance="outline" class="am-field">
+                <mat-label>Agent Opening Balance</mat-label>
+                <input matInput type="number" formControlName="agentOpeningBalance" />
+              </mat-form-field>
+            </div>
+          </div>
+        </mat-tab>
+      }
+    </mat-tab-group>
+
+    <div class="am-action-bar">
+      <div class="am-action-bar__left">
         <button mat-raised-button type="button" (click)="exit()">Exit</button>
         <button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
         <button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
+      </div>
+      <div class="am-action-bar__right">
+        @if (selectedTabIndex > 0) {
+          <button mat-stroked-button type="button" (click)="selectedTabIndex = selectedTabIndex - 1">
+            <i class="fas fa-arrow-left am-btn-ic"></i>Previous
+          </button>
+        }
+        @if (selectedTabIndex < tabCount - 1) {
+          <button mat-stroked-button type="button" color="primary" (click)="selectedTabIndex = selectedTabIndex + 1">
+            Next<i class="fas fa-arrow-right am-btn-ic am-btn-ic--after"></i>
+          </button>
+        }
         <button
           mat-raised-button
           color="primary"
@@ -313,6 +485,6 @@
           Save
         </button>
       </div>
-    </form>
+    </div>
-  </div>
+  </form>
 </div>

src/app/organization/agent-master/create-agent/create-agent.component.scss

@@ -7,6 +7,13 @@
  */
 
 $primary: #0f766e;
+$primary-dark: #0f4f3c;
+$primary-light: #e6f4ee;
+$danger: #b3261e;
+$border: #e2e8f0;
+$text-dark: #0f172a;
+$text-mid: #475569;
+$text-soft: #94a3b8;
 
 .am-container {
   max-width: 1040px;
@@ -14,16 +21,41 @@ $primary: #0f766e;
   padding: 24px 16px;
 }
 
+// ── Header ──────────────────────────────────────────────────────────────────
 .am-header {
   display: flex;
   align-items: center;
-  gap: 16px;
+  gap: 14px;
   margin-bottom: 20px;
 
+  &__icon {
+    display: grid;
+    place-items: center;
+    flex: 0 0 auto;
+    width: 46px;
+    height: 46px;
+    border-radius: 14px;
+    background: linear-gradient(135deg, $primary 0%, $primary-dark 100%);
+    color: #fff;
+    font-size: 19px;
+    box-shadow: 0 6px 16px rgb(15 79 60 / 22%);
+  }
+
+  &__text {
+    min-width: 0;
+  }
+
   &__title {
     margin: 0;
     font-size: 22px;
-    font-weight: 500;
+    font-weight: 600;
+    color: $text-dark;
+  }
+
+  &__sub {
+    margin: 2px 0 0;
+    font-size: 13px;
+    color: $text-mid;
   }
 }
 
@@ -31,40 +63,110 @@ $primary: #0f766e;
   color: $primary;
 }
 
-.am-card {
+// ── Tabs ────────────────────────────────────────────────────────────────────
+.am-tabs {
   background: var(--md-sys-color-surface, #fff);
-  border-radius: 8px;
+  border: 1px solid $border;
-  box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
+  border-radius: 14px;
-  padding: 8px 24px 24px;
+  box-shadow: 0 2px 10px rgb(15 23 42 / 6%);
+  overflow: hidden;
+
+  ::ng-deep {
+    .mat-mdc-tab-header {
+      background: #f8fafc;
+      border-bottom: 1px solid $border;
+    }
+
+    .mat-mdc-tab {
+      min-width: 100px;
+      padding: 0 16px;
+      height: 54px;
+    }
+
+    .mat-mdc-tab .mdc-tab__text-label {
+      color: $text-mid;
+      font-weight: 500;
+    }
+
+    .mat-mdc-tab.mdc-tab--active .mdc-tab__text-label {
+      color: $primary-dark;
+      font-weight: 600;
+    }
+
+    .mat-mdc-tab .mdc-tab-indicator__content--underline {
+      border-color: $primary;
+      border-top-width: 3px;
+    }
+
+    .mat-mdc-tab-body-wrapper {
+      min-height: 220px;
+    }
+
+    // Floating labels and the date picker's panel open past the edge of a tab; do not clip them.
+    .mat-mdc-tab-body,
+    .mat-mdc-tab-body-content {
+      overflow: visible !important;
+    }
+  }
 }
 
-.am-section {
+.am-tab-icon {
-  padding: 20px 0;
+  margin-right: 8px;
-  border-bottom: 1px solid rgb(0 0 0 / 8%);
+  font-size: 14px;
+}
 
-  &:last-of-type {
+.am-tab-alert {
-    border-bottom: none;
+  margin-left: 8px;
+  font-size: 14px;
+  color: $danger;
+}
+
+.am-tab-count {
+  display: inline-grid;
+  place-items: center;
+  min-width: 20px;
+  height: 20px;
+  margin-left: 8px;
+  padding: 0 6px;
+  border-radius: 999px;
+  background: $primary-light;
+  color: $primary-dark;
+  font-size: 11px;
+  font-weight: 700;
+}
+
+.am-tab-content {
+  padding: 22px 24px 8px;
+}
+
+.am-tab-intro {
+  margin-bottom: 18px;
+  padding-bottom: 12px;
+  border-bottom: 1px dashed $border;
+
+  h3 {
+    margin: 0;
+    font-size: 16px;
+    font-weight: 600;
+    color: $text-dark;
   }
 
-  &__header {
+  p {
+    margin: 3px 0 0;
+    font-size: 13px;
+    color: $text-mid;
+  }
+
+  &--split {
     display: flex;
     align-items: center;
-    gap: 10px;
+    justify-content: space-between;
-    margin-bottom: 16px;
+    gap: 12px;
-
+    flex-wrap: wrap;
-    i {
-      color: $primary;
-    }
-
-    h3 {
-      margin: 0;
-      font-size: 16px;
-      font-weight: 600;
-      flex: 1;
-    }
   }
 }
 
+// ── Fields ──────────────────────────────────────────────────────────────────
 .am-grid {
   display: grid;
   grid-template-columns: repeat(3, 1fr);
@@ -77,115 +179,319 @@ $primary: #0f766e;
   &--wide {
     grid-column: span 2;
   }
-}
 
-.am-add-guarantor {
+  &--full {
-  color: $primary;
+    grid-column: 1 / -1;
-}
-
-.am-empty-guarantors {
-  color: rgb(0 0 0 / 50%);
-  font-size: 14px;
-  margin: 0 0 8px;
-}
-
-.am-guarantor-row {
-  display: grid;
-  grid-template-columns: repeat(7, 1fr) auto;
-  gap: 8px 12px;
-  align-items: start;
-  padding: 10px 0;
-  border-top: 1px dashed rgb(0 0 0 / 10%);
-
-  &:first-of-type {
-    border-top: none;
   }
 }
 
-.am-limit-row {
+// How the account commission is paid into stands: status, balance, hold, available balance.
+.am-acct {
   display: grid;
-  grid-template-columns: repeat(3, 1fr) auto;
+  grid-template-columns: repeat(4, minmax(0, 1fr));
-  gap: 8px 12px;
+  gap: 0;
-  align-items: start;
+  margin-bottom: 8px;
-  padding: 10px 0;
+  border: 1px solid $border;
-  border-top: 1px dashed rgb(0 0 0 / 10%);
+  border-radius: 12px;
+  background: #fff;
+  overflow: hidden;
 
-  &:first-of-type {
+  &--note {
-    border-top: none;
+    display: block;
+    padding: 14px 18px;
+    font-size: 13px;
+    color: $text-mid;
+    background: #f8fafc;
+  }
+
+  &--error {
+    color: $danger;
+  }
+
+  &__tile {
+    display: flex;
+    flex-direction: column;
+    gap: 6px;
+    padding: 14px 18px;
+    border-right: 1px solid $border;
+
+    &:last-child {
+      border-right: 0;
+    }
+
+    &--accent {
+      background: $primary-light;
+    }
+  }
+
+  &__label {
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.05em;
+    text-transform: uppercase;
+    color: $text-soft;
+  }
+
+  &__value {
+    font-size: 18px;
+    font-weight: 700;
+    color: $text-dark;
+
+    &--hold {
+      color: #b45309;
+    }
+  }
+
+  &__status {
+    display: inline-flex;
+    align-items: center;
+    gap: 7px;
+    width: fit-content;
+    padding: 3px 12px 3px 9px;
+    border-radius: 999px;
+    font-size: 13px;
+    font-weight: 600;
+    background: #f1f5f9;
+    color: $text-mid;
+
+    i {
+      font-size: 8px;
+    }
+
+    &--ok {
+      background: #dcfce7;
+      color: #15803d;
+    }
+
+    &--wait {
+      background: #fef3c7;
+      color: #b45309;
+    }
+
+    &--off {
+      background: #fee2e2;
+      color: #b91c1c;
+    }
   }
 }
 
-.am-remove-guarantor {
+@media (width <= 720px) {
-  color: #b91c1c;
+  .am-acct {
-  margin-top: 8px;
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+
+    &__tile:nth-child(2) {
+      border-right: 0;
+    }
+
+    &__tile:nth-child(-n + 2) {
+      border-bottom: 1px solid $border;
+    }
+  }
 }
 
-.am-action-bar {
+// The agent code, shown rather than asked for: it is assigned when the agent is saved.
+.am-code {
   display: flex;
-  justify-content: flex-end;
+  flex-direction: column;
-  gap: 12px;
+  justify-content: center;
-  margin-top: 20px;
+  gap: 1px;
-  padding-top: 16px;
+  min-height: 56px;
-  flex-wrap: wrap;
+  margin-bottom: 20px;
+  padding: 6px 16px;
+  border: 1px solid #b7ddd0;
+  border-radius: 4px;
+  background: $primary-light;
+
+  &__label {
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.05em;
+    text-transform: uppercase;
+    color: $text-mid;
+  }
+
+  &__value {
+    font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', Consolas, monospace;
+    font-size: 17px;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    color: $primary-dark;
+  }
+
+  &__hint {
+    font-size: 11.5px;
+    color: $text-mid;
+  }
 }
 
 /* Client ID lookup came back empty — the officer typed an id that doesn't exist. */
 .am-hint--error {
-  color: #b3261e;
+  color: $danger;
+}
+
+// The search icon is a button: it opens Search Customer.
+.am-search-btn {
+  margin-right: 8px;
+  padding: 6px 8px;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: rgb(0 0 0 / 55%);
+  font-size: 1rem;
+  cursor: pointer;
+  transition:
+    background 0.15s,
+    color 0.15s;
+
+  &:hover:not(:disabled) {
+    background: $primary-light;
+    color: $primary-dark;
+  }
+
+  &:disabled {
+    cursor: default;
+    opacity: 0.4;
+  }
+}
+
+// ── Guarantors ──────────────────────────────────────────────────────────────
+.am-add-guarantor {
+  color: $primary;
+}
+
+.am-empty {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 6px;
+  margin-bottom: 16px;
+  padding: 28px 16px;
+  border: 1.5px dashed #cbd5e1;
+  border-radius: 12px;
+  background: #f8fafc;
+  color: $text-soft;
+
+  i {
+    font-size: 28px;
+  }
+}
+
+.am-empty-guarantors {
+  margin: 0;
+  font-size: 14px;
+  color: $text-mid;
+}
+
+.am-guarantor-row {
+  margin-bottom: 16px;
+  padding: 14px 16px 6px;
+  border: 1px solid $border;
+  border-radius: 12px;
+  background: #fff;
+  box-shadow: 0 1px 3px rgb(15 23 42 / 5%);
+}
+
+.am-guarantor-head {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  margin-bottom: 12px;
+}
+
+.am-guarantor-no {
+  display: grid;
+  place-items: center;
+  width: 26px;
+  height: 26px;
+  border-radius: 50%;
+  background: $primary-light;
+  color: $primary-dark;
+  font-size: 12px;
+  font-weight: 700;
+}
+
+.am-guarantor-title {
+  flex: 1;
+  font-size: 14px;
+  font-weight: 600;
+  color: $text-dark;
+}
+
+.am-guarantor-grid {
+  display: grid;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 8px 16px;
+}
+
+.am-remove-guarantor {
+  padding: 6px 9px;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: $danger;
+  cursor: pointer;
+  transition: background 0.15s;
+
+  &:hover {
+    background: #fef2f2;
+  }
+}
+
+// ── Action bar ──────────────────────────────────────────────────────────────
+.am-action-bar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+  flex-wrap: wrap;
+  margin-top: 18px;
+  padding: 14px 0;
+  border-top: 1px solid rgb(0 0 0 / 8%);
+
+  &__left,
+  &__right {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+    flex-wrap: wrap;
+  }
+}
+
+.am-btn-ic {
+  margin-right: 8px;
+  font-size: 12px;
+
+  &--after {
+    margin-right: 0;
+    margin-left: 8px;
+  }
 }
 
 @media (width <= 900px) {
-  .am-grid {
+  .am-grid,
+  .am-guarantor-grid {
     grid-template-columns: repeat(2, 1fr);
   }
 
-  .am-guarantor-row,
+  .am-tab-content {
-  .am-limit-row {
+    padding: 18px 14px 4px;
-    grid-template-columns: repeat(2, 1fr);
   }
 }
 
-/* One row of the client search list: the id, the name, and the branch - as on the Party form. */
+@media (width <= 560px) {
-.am-opt {
+  .am-grid,
-  display: flex;
+  .am-guarantor-grid {
-  align-items: baseline;
+    grid-template-columns: 1fr;
-  gap: 10px;
+  }
-  overflow: hidden;
-}
 
-.am-opt-more {
+  .am-field--wide,
-  font-size: 0.75rem;
+  .am-field--full {
-  font-style: italic;
+    grid-column: span 1;
-  opacity: 0.75;
+  }
-}
 
-.am-opt-id {
+  .am-action-bar__left,
-  flex: 0 0 auto;
+  .am-action-bar__right {
-  min-width: 52px;
+    width: 100%;
-  font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
+    justify-content: flex-end;
-  font-size: 0.78rem;
+  }
-  color: #0f766e;
-}
-
-.am-opt-main {
-  flex: 1 1 auto;
-  min-width: 8rem;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.am-opt-sub {
-  flex: 0 1 auto;
-  min-width: 0;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-  font-size: 0.75rem;
-  color: rgb(0 0 0 / 50%);
-}
-
-.am-search-ic {
-  margin-right: 8px;
-  color: rgb(0 0 0 / 40%);
 }

src/app/organization/agent-master/create-agent/create-agent.component.ts

@@ -7,9 +7,10 @@
  */
 
 /** Angular Imports */
-import { ChangeDetectorRef, Component, ElementRef, OnInit, ViewChild, inject } from '@angular/core';
+import { Component, OnInit, inject } from '@angular/core';
 import {
   UntypedFormBuilder,
+  UntypedFormControl,
   UntypedFormGroup,
   UntypedFormArray,
   Validators,
@@ -24,8 +25,8 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 /** Custom Services */
 import { OrganizationService } from 'app/organization/organization.service';
 import { AccountingService } from 'app/accounting/accounting.service';
-import { SystemService } from 'app/system/system.service';
 import { ClientsService } from 'app/clients/clients.service';
+import { SavingsService } from 'app/savings/savings.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
 import { AlertService } from 'app/core/alert/alert.service';
@@ -33,10 +34,19 @@ import { AuthenticationService } from 'app/core/authentication/authentication.se
 
 /** Custom Directives */
 import { RestrictInputDirective } from 'app/directives/restrict-input.directive';
-import { MatAutocompleteModule, MatAutocompleteTrigger } from '@angular/material/autocomplete';
+import { MatDialog } from '@angular/material/dialog';
-import { searchClientsAnyCase } from 'app/deposits/party-master/client-search';
+import { MatTabsModule } from '@angular/material/tabs';
+import { NgxMatSelectSearchModule } from 'ngx-mat-select-search';
+import { businessToday } from 'app/core/utils/business-today';
+import {
+  CustomerSearchDialogComponent,
+  CustomerSearchResult
+} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
 import { officesUnder } from '../offices-under';
 
+/** The chart's account type for a liability: 1 asset, 2 liability, 3 equity, 4 income, 5 expense. */
+const AGENT_GL_TYPE_LIABILITY = 2;
+
 /** Writes a value into a form group only when there is something to write. */
 function setGroupField(group: UntypedFormGroup, controlName: string, value: any): void {
   if (value === null || value === undefined || value === '') {
@@ -67,7 +77,8 @@ function setGroupField(group: UntypedFormGroup, controlName: string, value: any)
     ...STANDALONE_SHARED_IMPORTS,
     // See the Party form: an unimported directive is ignored without a word.
     RestrictInputDirective,
-    MatAutocompleteModule
+    MatTabsModule,
+    NgxMatSelectSearchModule
   ]
 })
 export class CreateAgentComponent implements OnInit {
@@ -76,17 +87,13 @@ export class CreateAgentComponent implements OnInit {
   private route = inject(ActivatedRoute);
   private organizationService = inject(OrganizationService);
   private clientsService = inject(ClientsService);
+  private savingsService = inject(SavingsService);
   private accountingService = inject(AccountingService);
-  private systemService = inject(SystemService);
   private settingsService = inject(SettingsService);
   private dateUtils = inject(Dates);
   private alertService = inject(AlertService);
   private authenticationService = inject(AuthenticationService);
-  private changeDetector = inject(ChangeDetectorRef);
+  private dialog = inject(MatDialog);
-
-  /** The agent's client field and its list, so a list that arrives late can still be opened. */
-  @ViewChild('clientTrigger') clientTrigger?: MatAutocompleteTrigger;
-  @ViewChild('clientInput') clientInput?: ElementRef<HTMLInputElement>;
 
   /**
    * The branch the officer is logged in to. An agent is opened there and nowhere else: the Home
@@ -118,11 +125,6 @@ export class CreateAgentComponent implements OnInit {
   private static readonly MIN_AGENT_AGE = 16;
   private static readonly MAX_AGENT_AGE = 60;
 
-  /** The agent's client list without the clients who are already agents. */
-  private notYetAgents(clients: any[]): any[] {
-    return clients.filter((client: any) => !this.agentCodeByClientId[String(client.id)]);
-  }
-
   agentId: number | null = null;
 
   /** Shown under the Client ID field once a client has been resolved. */
@@ -130,17 +132,99 @@ export class CreateAgentComponent implements OnInit {
   clientLookupFailed = false;
 
   /**
-   * Clients to pick from, as on the Party form: the first page when the field is focused, then
+   * Set when what was typed in the Client ID field is not an ID - a name, or a mobile number - so the
-   * whatever matches what has been typed. An officer knows the agent's name, rarely their client id.
+   * field can say to search for it rather than calling it a client that does not exist.
    */
-  clientOptions: any[] = [];
+  clientNeedsSearch = false;
-  private initialClients: any[] = [];
-  private static readonly CLIENT_LIST_SIZE = 50;
-  clientTotal = 0;
-  showingClientList = false;
 
-  get clientListIsPartial(): boolean {
+  /**
-    return this.showingClientList && this.clientTotal > this.clientOptions.length;
+   * The tabs the form is set out over - Agent Details, Address & Contact, Branch & Accounts,
+   * Guarantors, Balances - and the one showing. Every field is part of the one form whichever tab
+   * it is on, so moving between tabs loses and changes nothing.
+   */
+  selectedTabIndex = 0;
+
+  /** Balances is the fifth tab, and only an agent already on the books has one. */
+  get tabCount(): number {
+    return this.agentId ? 5 : 4;
+  }
+
+  /** The controls each tab holds, in tab order, so a tab can say it still needs attention. */
+  private static readonly TAB_CONTROLS: string[][] = [
+    [
+      'officeId',
+      'clientId',
+      'agentCode',
+      'agentNameId',
+      'agentOpeningDate',
+      'agentBirthDate'
+    ],
+    [
+      'agentAddress1',
+      'agentAddress2',
+      'agentCity',
+      'agentPinCode',
+      'agentTelephone'
+    ],
+    [
+      'glAccountId',
+      'agentSavingAccountType',
+      'agentSavingAccountNo'
+    ],
+    [],
+    [
+      'agentCurrentBalance',
+      'agentOpeningBalance'
+    ]
+  ];
+
+  /**
+   * Whether a tab holds something to put right: a field that is invalid and has been visited, or - on
+   * the first tab - a client who cannot be made an agent. Display only; Save is decided as before.
+   */
+  tabHasError(index: number): boolean {
+    const visited = (control: AbstractControl | null) =>
+      !!control && control.invalid && (control.touched || control.dirty);
+    if (index === 3) {
+      return this.guarantors.controls.some((row) => {
+        const group = row as UntypedFormGroup;
+        return Object.values(group.controls).some((control) => visited(control));
+      });
+    }
+    const controls = CreateAgentComponent.TAB_CONTROLS[index] ?? [];
+    const flagged = controls.some((name) => visited(this.agentForm.get(name)));
+    if (index === 0) {
+      return (
+        flagged ||
+        this.clientNeedsSearch ||
+        !!this.clientAlreadyAgent ||
+        !!this.clientAgeProblem ||
+        this.clientOtherBranch
+      );
+    }
+    return flagged;
+  }
+
+  /** An Indian mobile number is ten digits; a client ID is never that long. */
+  private static readonly MOBILE_NUMBER_LENGTH = 10;
+
+  /**
+   * The code the next agent is expected to get, shown in place of an Agent Code field - the code is
+   * assigned by the server when the agent is saved, never keyed. It is worked out the way the server
+   * does it: "AG" and one more than the highest number among every agent on the books, closed ones
+   * included. An estimate only - another agent saved first, or one waiting for approval, can take it.
+   */
+  expectedAgentCode = '';
+
+  private static nextAgentCode(agents: any[]): string {
+    let highest = 0;
+    for (const agent of agents) {
+      const match = /^AG(\d+)$/.exec(String(agent?.agentCode ?? ''));
+      if (match) {
+        highest = Math.max(highest, Number(match[1]));
+      }
+    }
+    return `AG${String(highest + 1).padStart(4, '0')}`;
   }
 
   /**
@@ -176,15 +260,29 @@ export class CreateAgentComponent implements OnInit {
   glAccounts: any[] = [];
 
   /**
-   * The savings product a DDS customer's own scheme account is opened under, read from the setting
+   * What is typed in the GL Account list's search box. The list narrows to the accounts whose code or
-   * that names it rather than guessed from a product name a bank is free to change.
+   * name contains it, as the account pickers on the product screens do. Only what is shown changes -
-   *
+   * the field still holds the account's id.
-   * Held so those accounts can be kept out of the agent's own list. They are savings accounts and
-   * pass every other test, but they belong to a customer's scheme: commission paid into one would be
-   * counted as that customer's deposits by every interest run afterwards. The server refuses it
-   * either way - this is so the choice is never offered rather than taken and then thrown back.
    */
-  private ddsProductId: number | null = null;
+  glAccountSearch = new UntypedFormControl('');
+
+  get filteredGlAccounts(): any[] {
+    const search = String(this.glAccountSearch.value ?? '')
+      .trim()
+      .toLowerCase();
+    if (!search) {
+      return this.glAccounts;
+    }
+    return this.glAccounts.filter(
+      (account: any) =>
+        String(account.glCode ?? '')
+          .toLowerCase()
+          .includes(search) ||
+        String(account.name ?? '')
+          .toLowerCase()
+          .includes(search)
+    );
+  }
 
   /**
    * The accounts on offer once a type has been chosen. Type is asked first, as the legacy screen
@@ -202,9 +300,10 @@ export class CreateAgentComponent implements OnInit {
     clientId: [
       '',
       // A name typed to search with is not a client; only an id picked or keyed saves.
+      // Up to nine digits - a mobile number is ten, so one typed in full is not mistaken for an id.
       [
         Validators.required,
-        Validators.pattern(/^\d+$/)
+        Validators.pattern(/^\d{1,9}$/)
       ]
     ],
     agentCode: [
@@ -246,8 +345,10 @@ export class CreateAgentComponent implements OnInit {
       '',
       Validators.required
     ],
+    // A new agent is opened on the bank's business date, not the computer's clock; it can still be
+    // changed, and an agent being edited keeps the date it was opened on.
     agentOpeningDate: [
-      '',
+      businessToday(),
       Validators.required
     ],
     // Filled from the client, whose date of birth was checked when they were opened.
@@ -271,13 +372,11 @@ export class CreateAgentComponent implements OnInit {
   });
 
   ngOnInit(): void {
-    // A different branch has different clients: the list is read again, and a client already keyed
+    // A client already keyed is checked against a different branch when that is chosen.
-    // is checked against the new branch.
     this.agentForm
       .get('officeId')
       ?.valueChanges.pipe(distinctUntilChanged())
       .subscribe(() => {
-        this.initialClients = [];
         if (!this.agentId && this.agentForm.get('clientId')?.value) {
           this.loadClient();
         }
@@ -291,6 +390,7 @@ export class CreateAgentComponent implements OnInit {
             this.agentCodeByClientId[String(agent.clientId)] = agent.agentCode;
           }
         }
+        this.expectedAgentCode = CreateAgentComponent.nextAgentCode(agents || []);
       },
       error: () => (this.agentCodeByClientId = {})
     });
@@ -307,25 +407,19 @@ export class CreateAgentComponent implements OnInit {
       error: () => (this.offices = [])
     });
 
-    this.systemService.getConfigurationByName('dds-deposit-product').subscribe({
-      next: (config: any) => {
-        this.ddsProductId = config?.enabled && config?.value ? Number(config.value) : null;
-        // The client may already have been keyed while this was in flight, so the list is rebuilt
-        // rather than left showing an account this now knows to exclude.
-        const clientId = this.agentForm.get('clientId')?.value;
-        if (clientId) {
-          this.loadClientSavingsAccounts(String(clientId));
-        }
-      },
-      error: () => (this.ddsProductId = null)
-    });
-
     this.accountingService.getChartOfAccounts().subscribe({
       next: (accounts: any) => {
         const rows = Array.isArray(accounts) ? accounts : accounts?.pageItems || [];
         // usage 1 is a detail account, 2 a header. Disabled accounts refuse every posting, so an
         // agent pointed at one would fail on their first collection rather than here.
-        this.glAccounts = rows.filter((a: any) => a.usage?.id === 1 && !a.disabled);
+        //
+        // Liability accounts only (type 2). The cashier credits this account with the cash an agent
+        // hands over and Apply DDS Receipt debits it as the money is placed on the customers, so what
+        // stands on it is held for others - a liability. An asset, income or expense account would
+        // book that money as the bank's own.
+        this.glAccounts = rows.filter(
+          (a: any) => a.usage?.id === 1 && !a.disabled && a.type?.id === AGENT_GL_TYPE_LIABILITY
+        );
       },
       error: () => (this.glAccounts = [])
     });
@@ -342,22 +436,63 @@ export class CreateAgentComponent implements OnInit {
       ?.valueChanges.pipe(debounceTime(500), distinctUntilChanged())
       .subscribe((value) => {
         const typed = String(value ?? '').trim();
-        // A name is something to search for, not a client yet - the fields stay until one is picked.
+        // A name or a mobile number is something to search for, not a client yet. Nothing is looked
-        if (typed && !/^\d+$/.test(typed)) {
+        // up as the officer types - the search button does that - so the fields stay until one is
-          this.searchClients(typed);
+        // picked, and no client is asked for on a guess.
+        this.clientNeedsSearch = this.needsSearch(typed);
+        if (this.clientNeedsSearch) {
           return;
         }
-        if (!typed) {
-          this.showClientList();
-        }
         this.loadClient();
         // A guarantor row that was fine may now be the agent itself, or the other way round.
         for (const row of this.guarantors.controls) {
           row.get('clientId')?.updateValueAndValidity();
-          // And the agent's own client leaves (or rejoins) each row's list.
+        }
-          if (!row.get('clientId')?.value) {
+      });
-            this.setGuarantorOptions(row, this.eligibleGuarantors(row, this.initialClients));
+  }
-          }
+
+  /**
+   * Whether what was typed is something to search for rather than a client ID: letters, which make it
+   * a name, or digits as long as a mobile number.
+   */
+  private needsSearch(typed: string): boolean {
+    if (!typed) {
+      return false;
+    }
+    return !/^\d+$/.test(typed) || typed.length >= CreateAgentComponent.MOBILE_NUMBER_LENGTH;
+  }
+
+  /**
+   * Opens Search Customer - the same dialog, and the same customer search API, the cash screens use -
+   * to find the agent's client by ID, name or mobile number, and puts the one picked into the field,
+   * which then fills the rest as an ID keyed in would.
+   */
+  openClientSearch(): void {
+    if (this.agentId) {
+      return;
+    }
+    this.openCustomerSearch((result) => this.agentForm.get('clientId')?.setValue(String(result.clientId)));
+  }
+
+  /** The same search for a guarantor row, which fills that row from the client picked. */
+  openGuarantorSearch(group: AbstractControl): void {
+    this.openCustomerSearch((result) => group.get('clientId')?.setValue(String(result.clientId)), group);
+  }
+
+  private openCustomerSearch(picked: (result: CustomerSearchResult) => void, row?: AbstractControl): void {
+    const typed = String((row ?? this.agentForm).get('clientId')?.value ?? '').trim();
+    this.dialog
+      .open(CustomerSearchDialogComponent, {
+        width: '960px',
+        maxWidth: '95vw',
+        // An agent or guarantor is a customer first - they need not hold an account to be picked, and
+        // are listed once however many accounts they have. What was already typed is searched for.
+        data: { requireAccount: false, uniqueCustomers: true, prefill: typed }
+      })
+      .afterClosed()
+      .subscribe((result: CustomerSearchResult | undefined) => {
+        if (result?.clientId) {
+          picked(result);
         }
       });
   }
@@ -372,7 +507,7 @@ export class CreateAgentComponent implements OnInit {
         '',
         [
           Validators.required,
-          Validators.pattern(/^\d+$/),
+          Validators.pattern(/^\d{1,9}$/),
           this.notTheAgentItself(),
           this.notAlreadyAGuarantor()
         ]
@@ -398,26 +533,16 @@ export class CreateAgentComponent implements OnInit {
     });
 
     // A guarantor is a client too, so its row fills from the client the same way the agent's does.
-    // Searched by name like the agent's own client field; a picked or keyed id fills the row.
+    // A keyed id fills the row; a name or mobile number is found with the row's search button.
     group
       .get('clientId')
       ?.valueChanges.pipe(debounceTime(500), distinctUntilChanged())
       .subscribe((value) => {
         const typed = String(value ?? '').trim();
-        if (typed && !/^\d+$/.test(typed)) {
+        if (this.needsSearch(typed)) {
-          searchClientsAnyCase(this.clientsService, typed).subscribe((found: any[]) => {
-            this.setGuarantorOptions(group, this.eligibleGuarantors(group, found).slice(0, 25));
-            const panel = (group as any).panel;
-            this.openWhenFocused(panel?.trigger, panel?.input);
-          });
           return;
         }
-        this.setGuarantorOptions(group, []);
         this.loadGuarantorClient(group, typed);
-        if (!typed) {
-          // Emptied: the list comes back rather than leaving nothing to pick from.
-          this.onGuarantorFocus(group);
-        }
         // Two rows naming the same client: the other row's check has to be run again too.
         for (const row of this.guarantors.controls) {
           if (row !== group) {
@@ -429,59 +554,6 @@ export class CreateAgentComponent implements OnInit {
     return group;
   }
 
-  /**
-   * Each guarantor row's list lives on the row itself, as a plain array the template reads - the same
-   * way the agent's own list works - so one row's typing never fills another's.
-   */
-  private setGuarantorOptions(group: AbstractControl, options: any[]): void {
-    (group as any).clientOptions = options;
-  }
-
-  guarantorOptionsFor(group: AbstractControl): any[] {
-    return (group as any).clientOptions || GUARANTOR_NO_OPTIONS;
-  }
-
-  /**
-   * Opens the client list on a guarantor row as soon as it is focused, as the agent's field does.
-   * The list is filled before the panel is asked to open, since a panel opened empty stays shut.
-   */
-  onGuarantorFocus(group: AbstractControl, trigger?: MatAutocompleteTrigger, input?: HTMLElement): void {
-    if (trigger) {
-      // Kept so a search answered later can open this row's list too.
-      (group as any).panel = { trigger, input };
-    }
-    if (group.get('clientId')?.value) {
-      return;
-    }
-    const show = () => {
-      this.setGuarantorOptions(group, this.eligibleGuarantors(group, this.initialClients));
-      const panel = (group as any).panel;
-      this.openWhenFocused(panel?.trigger, panel?.input);
-    };
-    if (this.initialClients.length > 0) {
-      show();
-      return;
-    }
-    this.clientsService.getFilteredClients('displayName', 'ASC', false, '', this.branchOfficeId).subscribe({
-      next: (response: any) => {
-        const found = response?.pageItems || response || [];
-        this.initialClients = Array.isArray(found) ? found.slice(0, CreateAgentComponent.CLIENT_LIST_SIZE) : [];
-        this.clientTotal = response?.totalFilteredRecords ?? this.initialClients.length;
-        show();
-      },
-      error: () => undefined
-    });
-  }
-
-  /** Clients who can stand guarantor on this row: not the agent, and not already on another row. */
-  private eligibleGuarantors(group: AbstractControl, found: any[]): any[] {
-    const agentClientId = String(this.agentForm.get('clientId')?.value ?? '');
-    const taken = new Set(
-      this.guarantors.controls.filter((row) => row !== group).map((row) => String(row.get('clientId')?.value ?? ''))
-    );
-    return found.filter((client: any) => String(client.id) !== agentClientId && !taken.has(String(client.id)));
-  }
-
   /** The same client cannot guarantee one agent twice - it counts as one guarantee, not two. */
   private notAlreadyAGuarantor(): ValidatorFn {
     return (control: AbstractControl): ValidationErrors | null => {
@@ -551,8 +623,6 @@ export class CreateAgentComponent implements OnInit {
   addGuarantor(): void {
     const group = this.buildGuarantorGroup();
     this.guarantors.push(group);
-    // Ready before the field is ever focused, so the list is there the moment it is clicked.
-    this.setGuarantorOptions(group, this.eligibleGuarantors(group, this.initialClients));
   }
 
   removeGuarantor(index: number): void {
@@ -573,60 +643,6 @@ export class CreateAgentComponent implements OnInit {
     'agentPinCode'
   ];
 
-  /** Opens the client list when the field is focused, unless a client is already in it. */
-  onClientFocus(): void {
-    if (this.agentId || this.agentForm.get('clientId')?.value) {
-      return;
-    }
-    this.showClientList();
-  }
-
-  /** Shows the first page of clients, fetching it the first time it is asked for. */
-  private showClientList(): void {
-    if (this.agentId) {
-      return;
-    }
-    if (this.initialClients.length > 0) {
-      this.showingClientList = true;
-      this.clientOptions = this.notYetAgents(this.initialClients);
-      this.openWhenFocused(this.clientTrigger, this.clientInput?.nativeElement);
-      return;
-    }
-    // The chosen branch's clients only, since an agent is opened for the branch they belong to.
-    this.clientsService.getFilteredClients('displayName', 'ASC', false, '', this.branchOfficeId).subscribe({
-      next: (response: any) => {
-        const found = response?.pageItems || response || [];
-        this.initialClients = Array.isArray(found) ? found.slice(0, CreateAgentComponent.CLIENT_LIST_SIZE) : [];
-        this.clientTotal = response?.totalFilteredRecords ?? this.initialClients.length;
-        this.showingClientList = true;
-        this.clientOptions = this.notYetAgents(this.initialClients);
-        this.openWhenFocused(this.clientTrigger, this.clientInput?.nativeElement);
-      },
-      // A failed list is not a failed screen - the id can still be typed.
-      error: () => (this.clientOptions = [])
-    });
-  }
-
-  private searchClients(term: string): void {
-    searchClientsAnyCase(this.clientsService, term, this.branchOfficeId).subscribe((found: any[]) => {
-      this.showingClientList = false;
-      this.clientOptions = this.notYetAgents(found).slice(0, 25);
-      this.openWhenFocused(this.clientTrigger, this.clientInput?.nativeElement);
-    });
-  }
-
-  /**
-   * Shows a list that has just arrived. An autocomplete opened while its list was still empty stays
-   * shut when the options come in, so the screen is refreshed and the panel opened again - but only
-   * on the field still being typed in, never one the officer has moved on from.
-   */
-  private openWhenFocused(trigger?: MatAutocompleteTrigger, input?: HTMLElement): void {
-    this.changeDetector.detectChanges();
-    if (trigger && input && document.activeElement === input) {
-      trigger.openPanel();
-    }
-  }
-
   /**
    * Refills the client-derived fields whenever the Client ID changes, as the legacy screen did.
    * They always show the client currently entered: changing the id replaces them, clearing it
@@ -645,6 +661,8 @@ export class CreateAgentComponent implements OnInit {
     this.savingsAccountTypes = [];
     this.agentForm.get('agentSavingAccountType')?.setValue('');
     this.agentForm.get('agentSavingAccountNo')?.setValue('');
+    this.savingsInfo = null;
+    this.savingsInfoFailed = false;
 
     this.clientOtherBranch = false;
     this.clientAlreadyAgent = '';
@@ -707,11 +725,8 @@ export class CreateAgentComponent implements OnInit {
             // Savings only. Commission is credited whenever a run posts, and a fixed deposit is a
             // single sum placed for a term while a recurring one takes only its own instalments -
             // neither accepts the credit, so the posting would fail rather than the choice.
-            // A DDS scheme account is a savings account too and so passes the test above. It is
+            // A DDS customer's scheme account would pass this too; the server refuses one on save.
-            // dropped by the product the setting names - not by a product called "DDS", which is a
-            // name the bank may change - so the list offers only accounts the agent can be paid in.
             account.depositType?.id === CreateAgentComponent.SAVINGS_DEPOSIT_TYPE &&
-            (this.ddsProductId === null || account.productId !== this.ddsProductId) &&
             (account.status?.active || account.status?.submittedAndPendingApproval || account.status?.approved)
         );
         this.savingsAccountTypes = [
@@ -722,6 +737,9 @@ export class CreateAgentComponent implements OnInit {
             this.savingsAccountTypeCodes[account.productName] = account.shortProductName;
           }
         }
+        // An agent being edited already has an account chosen: show how it stands as soon as the
+        // client's accounts are known.
+        this.showSavingsAccountInfo(this.agentForm.get('agentSavingAccountNo')?.value);
       },
       error: () => {
         this.clientSavingsAccounts = [];
@@ -738,6 +756,63 @@ export class CreateAgentComponent implements OnInit {
    */
   onSavingsAccountTypePicked(): void {
     this.agentForm.get('agentSavingAccountNo')?.setValue('');
+    this.savingsInfo = null;
+  }
+
+  /**
+   * How the account commission is paid into stands: its status, balance, what is on hold, and what
+   * is left to use. Read from the account itself, the same figures the cashier's screen shows for it,
+   * so the officer sees whether it can take the credit before saving rather than when a run fails.
+   * Display only - nothing here is saved or checked.
+   */
+  savingsInfo: {
+    status: string;
+    statusClass: 'ok' | 'wait' | 'off';
+    symbol: string;
+    balance: number;
+    hold: number;
+    available: number;
+  } | null = null;
+  savingsInfoLoading = false;
+  savingsInfoFailed = false;
+
+  onSavingsAccountPicked(): void {
+    this.showSavingsAccountInfo(this.agentForm.get('agentSavingAccountNo')?.value);
+  }
+
+  private showSavingsAccountInfo(accountNo: string | null | undefined): void {
+    this.savingsInfo = null;
+    this.savingsInfoFailed = false;
+    this.savingsInfoLoading = false;
+    const match = accountNo ? this.clientSavingsAccounts.find((account: any) => account.accountNo === accountNo) : null;
+    if (!match) {
+      return;
+    }
+    this.savingsInfoLoading = true;
+    this.savingsService.getSavingsAccountData(String(match.id)).subscribe({
+      next: (account: any) => {
+        // The account may have been swapped for another while this was on its way.
+        if (this.agentForm.get('agentSavingAccountNo')?.value !== accountNo) {
+          return;
+        }
+        const status = account?.status ?? {};
+        this.savingsInfo = {
+          status: status.value || '—',
+          statusClass: status.active ? 'ok' : status.submittedAndPendingApproval || status.approved ? 'wait' : 'off',
+          symbol: account?.currency?.displaySymbol ?? '₹',
+          balance: Number(account?.summary?.accountBalance ?? 0),
+          // Savings carries a lien or hold as a figure on the account itself, and its available
+          // balance is already worked out with every hold taken off - as on the cashier's screen.
+          hold: Number(account?.savingsAmountOnHold ?? 0),
+          available: Number(account?.summary?.availableBalance ?? account?.summary?.accountBalance ?? 0)
+        };
+        this.savingsInfoLoading = false;
+      },
+      error: () => {
+        this.savingsInfoLoading = false;
+        this.savingsInfoFailed = true;
+      }
+    });
   }
 
   private loadClientAddress(clientId: string): void {
@@ -790,9 +865,14 @@ export class CreateAgentComponent implements OnInit {
     this.agentForm.reset();
     this.agentForm.patchValue({
       agentCurrentBalance: 0,
-      agentOpeningBalance: 0
+      agentOpeningBalance: 0,
+      agentOpeningDate: businessToday()
     });
     this.guarantors.clear();
+    this.savingsInfo = null;
+    this.savingsInfoFailed = false;
+    // Back to the first tab, where a fresh entry begins.
+    this.selectedTabIndex = 0;
   }
 
   exit(): void {
@@ -910,9 +990,6 @@ function asDate(value: any): Date | null {
   return null;
 }
 
-/** One shared empty list, so a row with nothing to offer hands the template the same array each time. */
-const GUARANTOR_NO_OPTIONS: any[] = [];
-
 /** Full years between a date of birth and a day, or null without a date of birth. */
 function ageOn(birthDate: Date | null, on: Date): number | null {
   if (!birthDate) {

src/app/organization/agent-master/view-agent/view-agent.component.html

@@ -0,0 +1,193 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="vsp-root va-page">
+  <button type="button" class="va-back" (click)="back()">
+    <fa-icon icon="arrow-left"></fa-icon>
+    <span>All agents</span>
+  </button>
+
+  @if (loading) {
+    <div class="va-state">Loading agent…</div>
+  } @else if (notFound || !agent) {
+    <div class="va-state">This agent could not be found.</div>
+  } @else {
+    <!-- HERO -->
+    <div class="vsp-hero">
+      <div class="vsp-hero-left">
+        <div class="vsp-hero-icon"><fa-icon icon="user-tie"></fa-icon></div>
+        <div class="vsp-hero-text">
+          <div class="vsp-hero-eyebrow">DDS Agent</div>
+          <h2 class="vsp-hero-title">{{ displayName }}</h2>
+          <div class="vsp-hero-meta">
+            <span class="vsp-pill vsp-pill--code">{{ agent.agentCode }}</span>
+            @if (agent.homeBranch) {
+              <span class="vsp-pill vsp-pill--teal">{{ agent.homeBranch }}</span>
+            }
+            @if (agent.closeDate) {
+              <span class="vsp-pill vsp-pill--gray">
+                <fa-icon icon="times-circle"></fa-icon>
+                Closed {{ agent.closeDate | dateFormat }}
+              </span>
+            } @else {
+              <span class="vsp-pill" [class.vsp-pill--green]="agent.active" [class.vsp-pill--amber]="!agent.active">
+                <fa-icon [icon]="agent.active ? 'check-circle' : 'times-circle'"></fa-icon>
+                {{ agent.active ? 'Active' : 'Inactive' }}
+              </span>
+            }
+          </div>
+        </div>
+      </div>
+      <!-- A closed agent is off the books: nothing can be changed on it, only read. -->
+      @if (!agent.closeDate) {
+        <button class="vsp-edit-btn" type="button" [routerLink]="['../', agent.id, 'edit']">
+          <fa-icon icon="edit"></fa-icon>
+          <span>Edit</span>
+        </button>
+      }
+    </div>
+
+    <!-- DETAILS -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--blue"><fa-icon icon="info-circle"></fa-icon></div>
+        <h3>Details</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv">
+          <span class="vsp-k">Agent Code</span>
+          <span class="vsp-v"
+            ><strong>{{ agent.agentCode }}</strong></span
+          >
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Client</span>
+          <span class="vsp-v">{{ agent.clientName || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Agent Name ID</span>
+          <span class="vsp-v">{{ agent.agentNameId || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Home Branch</span>
+          <span class="vsp-v">{{ agent.homeBranch || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Opening Date</span>
+          <span class="vsp-v">{{ agent.agentOpeningDate ? (agent.agentOpeningDate | dateFormat) : '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Birth Date</span>
+          <span class="vsp-v">{{ agent.agentBirthDate ? (agent.agentBirthDate | dateFormat) : '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Created</span>
+          <span class="vsp-v">
+            {{ agent.createdDate ? (agent.createdDate | dateFormat: 'DD MMM YYYY, hh:mm A') : '—' }}
+          </span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Last Modified</span>
+          <span class="vsp-v">
+            {{ agent.lastModifiedDate ? (agent.lastModifiedDate | dateFormat: 'DD MMM YYYY, hh:mm A') : '—' }}
+          </span>
+        </div>
+      </div>
+    </section>
+
+    <!-- ADDRESS & CONTACT -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--amber"><fa-icon icon="map-marker-alt"></fa-icon></div>
+        <h3>Address &amp; Contact</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv vsp-kv--span">
+          <span class="vsp-k">Address</span>
+          <span class="vsp-v">{{ address || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">City</span>
+          <span class="vsp-v">{{ agent.agentCity || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Pin Code</span>
+          <span class="vsp-v">{{ agent.agentPinCode || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Telephone</span>
+          <span class="vsp-v">{{ agent.agentTelephone || '—' }}</span>
+        </div>
+      </div>
+    </section>
+
+    <!-- ACCOUNTS & BALANCES -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--green"><fa-icon icon="coins"></fa-icon></div>
+        <h3>Accounts &amp; Balances</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv">
+          <span class="vsp-k">GL Account</span>
+          <span class="vsp-v">
+            @if (agent.glAccountCode) {
+              {{ agent.glAccountCode }} · {{ agent.glAccountName }}
+            } @else {
+              —
+            }
+          </span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Saving A/C Type</span>
+          <span class="vsp-v">{{ agent.agentSavingAccountType || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Saving A/C No</span>
+          <span class="vsp-v">{{ agent.agentSavingAccountNo || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Current Balance</span>
+          <span class="vsp-v vsp-v--accent">{{ money(agent.agentCurrentBalance) }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Opening Balance</span>
+          <span class="vsp-v">{{ money(agent.agentOpeningBalance) }}</span>
+        </div>
+      </div>
+    </section>
+
+    <!-- GUARANTORS -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--blue"><fa-icon icon="user-shield"></fa-icon></div>
+        <h3>Guarantors ({{ agent.guarantors?.length || 0 }})</h3>
+      </div>
+      @for (guarantor of agent.guarantors || []; track $index) {
+        <div class="vsp-grid">
+          <div class="vsp-kv">
+            <span class="vsp-k">Guarantor {{ $index + 1 }}</span>
+            <span class="vsp-v"
+              ><strong>{{ guarantor.guarantorName || '—' }}</strong></span
+            >
+          </div>
+          <div class="vsp-kv">
+            <span class="vsp-k">Telephone</span>
+            <span class="vsp-v">{{ guarantor.telephone || '—' }}</span>
+          </div>
+          <div class="vsp-kv vsp-kv--span">
+            <span class="vsp-k">Address</span>
+            <span class="vsp-v">{{ guarantorAddress(guarantor) || '—' }}</span>
+          </div>
+        </div>
+      } @empty {
+        <div class="va-empty">No guarantors on file.</div>
+      }
+    </section>
+  }
+</div>

src/app/organization/agent-master/view-agent/view-agent.component.scss

@@ -0,0 +1,51 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// Only what the agent view adds to the fixed deposit product sheet it shares: a way back to the list and a
+// placeholder while the agent loads.
+
+.va-page {
+  padding-top: 8px;
+}
+
+.va-back {
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  align-self: flex-start;
+  padding: 6px 12px;
+  border: 1px solid var(--vsp-g200);
+  border-radius: 8px;
+  background: #fff;
+  color: var(--vsp-g700);
+  font: inherit;
+  font-size: 12.5px;
+  font-weight: 600;
+  cursor: pointer;
+  transition:
+    background 0.15s ease,
+    border-color 0.15s ease;
+
+  &:hover {
+    background: var(--vsp-g100);
+    border-color: var(--vsp-g300);
+  }
+}
+
+.va-state {
+  padding: 32px 0;
+  text-align: center;
+  color: var(--vsp-g500);
+  font-size: 14px;
+}
+
+.va-empty {
+  padding: 14px 0 4px;
+  color: var(--vsp-g500);
+  font-size: 13px;
+}

src/app/organization/agent-master/view-agent/view-agent.component.ts

@@ -0,0 +1,103 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import { ActivatedRoute, Router, RouterLink } from '@angular/router';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+import { OrganizationService } from 'app/organization/organization.service';
+
+/**
+ * A DDS collection agent, read-only: who the agent is, where they live, the accounts they collect against, their
+ * balances and the guarantors standing behind them. Laid out as the DDS product view is laid out - and drawn by the same
+ * stylesheet - so every master reads the same way. Edit leads to the same form the list does, and is not offered on an
+ * agent that has been closed.
+ */
+@Component({
+  selector: 'mifosx-view-agent',
+  templateUrl: './view-agent.component.html',
+  styleUrls: [
+    '../../../products/fixed-deposit-products/view-fixed-deposit-product/fixed-deposit-general-tab/fixed-deposit-general-tab.component.scss',
+    './view-agent.component.scss'
+  ],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    RouterLink,
+    FaIconComponent
+  ]
+})
+export class ViewAgentComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private organizationService = inject(OrganizationService);
+
+  agent: any = null;
+  loading = true;
+  notFound = false;
+
+  ngOnInit(): void {
+    const id = this.route.snapshot.paramMap.get('agentId');
+    if (!id) {
+      this.router.navigate(['/organization/agent-master']);
+      return;
+    }
+    this.organizationService.getAgent(id).subscribe({
+      next: (agent: any) => {
+        this.agent = agent;
+        this.loading = false;
+      },
+      error: () => {
+        this.loading = false;
+        this.notFound = true;
+      }
+    });
+  }
+
+  private static readonly MONEY = new Intl.NumberFormat('en-IN', {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2
+  });
+
+  money(value: any): string {
+    return ViewAgentComponent.MONEY.format(Number(value || 0));
+  }
+
+  /** The agent's name as the list shows it: the name on file, falling back to the client's. */
+  get displayName(): string {
+    return this.agent?.agentNameId || this.agent?.clientName || this.agent?.agentCode || '';
+  }
+
+  /** The address on one line, skipping whatever was left blank. */
+  get address(): string {
+    return [
+      this.agent?.agentAddress1,
+      this.agent?.agentAddress2,
+      this.agent?.agentCity,
+      this.agent?.agentPinCode
+    ]
+      .filter((part) => !!part)
+      .join(', ');
+  }
+
+  /** A guarantor's address on one line, skipping whatever was left blank. */
+  guarantorAddress(guarantor: any): string {
+    return [
+      guarantor?.address1,
+      guarantor?.address2,
+      guarantor?.city,
+      guarantor?.pinCode
+    ]
+      .filter((part) => !!part)
+      .join(', ');
+  }
+
+  back(): void {
+    this.router.navigate(['/organization/agent-master']);
+  }
+}

src/app/organization/commission-slab-master/commission-slab-master.component.html

@@ -1,157 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="csm-container">
-  <div class="csm-header">
-    <button mat-stroked-button [routerLink]="['../']" class="csm-back">
-      <i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
-    </button>
-    <h2 class="csm-header__title">Commission Slab Master</h2>
-  </div>
-
-  <div class="csm-card">
-    <table class="csm-table">
-      <thead>
-        <tr>
-          <th>Slab Type</th>
-          <th>Slab From</th>
-          <th>Slab To</th>
-          <th>Comm Per</th>
-          <th></th>
-        </tr>
-      </thead>
-      <tbody>
-        @for (slab of slabs; track slab; let i = $index) {
-          @if (editingIndex === i) {
-            <!-- The same row turned into inputs, so a correction is made where the value is read. -->
-            <tr [formGroup]="editSlabForm" class="csm-new-row">
-              <td>
-                <mat-form-field appearance="outline" class="csm-inline-field">
-                  <mat-select formControlName="slabType">
-                    @for (type of slabTypes; track type) {
-                      <mat-option [value]="type">{{ type }}</mat-option>
-                    }
-                  </mat-select>
-                </mat-form-field>
-              </td>
-              <td>
-                <mat-form-field appearance="outline" class="csm-inline-field">
-                  <input matInput type="number" formControlName="slabFrom" />
-                </mat-form-field>
-              </td>
-              <td>
-                <mat-form-field appearance="outline" class="csm-inline-field">
-                  <input matInput type="number" formControlName="slabTo" />
-                </mat-form-field>
-              </td>
-              <td>
-                <mat-form-field appearance="outline" class="csm-inline-field">
-                  <input matInput type="number" formControlName="commissionPercent" />
-                </mat-form-field>
-              </td>
-              <td class="csm-row-actions">
-                <button mat-icon-button color="primary" type="button" (click)="saveEdit()" matTooltip="Save correction">
-                  <i class="fas fa-check"></i>
-                </button>
-                <button mat-icon-button type="button" (click)="cancelEdit()" matTooltip="Cancel">
-                  <i class="fas fa-times"></i>
-                </button>
-              </td>
-            </tr>
-          } @else {
-            <tr>
-              <td>{{ slab.slabType }}</td>
-              <td>{{ slab.slabFrom }}</td>
-              <td>{{ slab.slabTo }}</td>
-              <td>{{ slab.commissionPercent }}%</td>
-              <td class="csm-row-actions">
-                @if (slab.id) {
-                  <!--
-                    A saved slab is corrected, never removed. Deleting a range would leave a hole
-                    that pays nothing to any agent whose volume lands in it, with nothing on screen
-                    to say why - and there is deliberately no delete endpoint behind it.
-                  -->
-                  <button mat-icon-button color="primary" type="button" (click)="startEdit(i)" matTooltip="Edit slab">
-                    <i class="fas fa-pen"></i>
-                  </button>
-                } @else {
-                  <!-- Not saved yet, so taking it back off the table costs nothing. -->
-                  <button mat-icon-button type="button" (click)="removeSlab(i)" matTooltip="Remove before saving">
-                    <i class="fas fa-times"></i>
-                  </button>
-                }
-              </td>
-            </tr>
-          }
-        }
-
-        <tr [formGroup]="newSlabForm" class="csm-new-row">
-          <td>
-            <mat-form-field appearance="outline" class="csm-inline-field">
-              <mat-select required formControlName="slabType" placeholder="Slab Type">
-                @for (type of slabTypes; track type) {
-                  <mat-option [value]="type">{{ type }}</mat-option>
-                }
-              </mat-select>
-            </mat-form-field>
-          </td>
-          <td>
-            <mat-form-field appearance="outline" class="csm-inline-field">
-              <input matInput required type="number" formControlName="slabFrom" />
-            </mat-form-field>
-          </td>
-          <td>
-            <mat-form-field appearance="outline" class="csm-inline-field">
-              <input matInput required type="number" formControlName="slabTo" />
-            </mat-form-field>
-          </td>
-          <td>
-            <mat-form-field appearance="outline" class="csm-inline-field">
-              <input matInput required type="number" formControlName="commissionPercent" />
-            </mat-form-field>
-          </td>
-          <td class="csm-row-actions">
-            <!--
-              Deliberately not disabled while the row is incomplete. A greyed-out button says the
-              screen will not accept this, but never which field it is waiting for; letting the
-              click through means addSlab() can say so.
-            -->
-            <button mat-icon-button color="primary" type="button" (click)="addSlab()" matTooltip="Add slab">
-              <i class="fas fa-plus"></i>
-            </button>
-          </td>
-        </tr>
-      </tbody>
-    </table>
-
-    @if (slabs.length === 0) {
-      <p class="csm-empty">No commission slabs defined yet — add one using the row above.</p>
-    }
-
-    @if (coverage.length > 0) {
-      <div class="csm-coverage">
-        @for (entry of coverage; track entry.slabType) {
-          <div class="csm-coverage__row">
-            <span class="csm-coverage__type">{{ entry.slabType }}</span>
-            <span class="csm-coverage__range"> covers {{ entry.from | number }} to {{ entry.to | number }} </span>
-            @if (entry.gaps.length > 0) {
-              <span class="csm-coverage__gap">
-                nothing set for {{ entry.gaps.join(', ') }} — an agent landing there earns no commission
-              </span>
-            }
-          </div>
-        }
-      </div>
-    }
-
-    <div class="csm-action-bar">
-      <button mat-raised-button type="button" (click)="exit()">Exit</button>
-      <button mat-raised-button color="primary" type="button" (click)="save()">Save</button>
-    </div>
-  </div>
-</div>

src/app/organization/commission-slab-master/commission-slab-master.component.scss

@@ -1,163 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-$primary: #0f766e;
-
-.csm-container {
-  // Four inputs sit side by side in the entry row; 760px squeezed them out of the card.
-  max-width: 980px;
-  margin: 0 auto;
-  padding: 24px 16px;
-}
-
-.csm-header {
-  display: flex;
-  align-items: center;
-  gap: 16px;
-  margin-bottom: 20px;
-
-  &__title {
-    margin: 0;
-    font-size: 22px;
-    font-weight: 500;
-  }
-}
-
-.csm-back {
-  color: $primary;
-}
-
-.csm-card {
-  background: var(--md-sys-color-surface, #fff);
-  border-radius: 8px;
-  box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
-  padding: 16px 24px 24px;
-}
-
-.csm-table {
-  width: 100%;
-  border-collapse: collapse;
-  table-layout: fixed;
-
-  // Sized rather than left to the browser, so the entry row keeps its shape whatever is typed in.
-  th:nth-child(1),
-  td:nth-child(1) {
-    width: 26%;
-  }
-
-  th:nth-child(2),
-  td:nth-child(2) {
-    width: 22%;
-  }
-
-  th:nth-child(3),
-  td:nth-child(3) {
-    width: 22%;
-  }
-
-  th:nth-child(4),
-  td:nth-child(4) {
-    width: 18%;
-  }
-
-  th:nth-child(5),
-  td:nth-child(5) {
-    width: 12%;
-  }
-
-  th {
-    text-align: left;
-    font-size: 13px;
-    text-transform: uppercase;
-    letter-spacing: 0.04em;
-    color: rgb(0 0 0 / 55%);
-    padding: 8px 10px;
-    border-bottom: 2px solid rgb(0 0 0 / 10%);
-  }
-
-  td {
-    padding: 6px 10px;
-    border-bottom: 1px solid rgb(0 0 0 / 6%);
-    vertical-align: middle;
-  }
-}
-
-.csm-inline-field {
-  width: 100%;
-  // Without this the field holds its own 180px floor and pushes the next column out of the card.
-  min-width: 0;
-
-  ::ng-deep .mat-mdc-text-field-wrapper {
-    height: 44px;
-  }
-}
-
-.csm-row-actions {
-  text-align: center;
-  width: 48px;
-}
-
-.csm-new-row {
-  background: rgb(15 118 110 / 4%);
-}
-
-.csm-empty {
-  color: rgb(0 0 0 / 50%);
-  font-size: 14px;
-  margin: 12px 0 0;
-}
-
-.csm-action-bar {
-  display: flex;
-  justify-content: flex-end;
-  gap: 12px;
-  margin-top: 20px;
-  padding-top: 16px;
-  border-top: 1px solid rgb(0 0 0 / 8%);
-}
-
-/*
- * What the slabs actually cover, and any figure between them that none of them claims.
- *
- * A gap is legitimate - a bank may set no commission below some floor - so this reports rather than
- * warns. But it has to be said out loud: the commission run finds no slab for a volume in a gap and
- * moves on, so the agent is simply paid nothing that month and nothing on screen explains it.
- */
-.csm-coverage {
-  margin-top: 14px;
-  padding: 12px 16px;
-  border: 1px solid rgb(0 0 0 / 12%);
-  border-radius: 6px;
-  background: rgb(0 0 0 / 2.5%);
-  display: flex;
-  flex-direction: column;
-  gap: 6px;
-
-  &__row {
-    display: flex;
-    align-items: baseline;
-    gap: 10px;
-    flex-wrap: wrap;
-    font-size: 0.86rem;
-  }
-
-  &__type {
-    font-weight: 600;
-    min-width: 90px;
-  }
-
-  &__range {
-    color: rgb(0 0 0 / 62%);
-    font-variant-numeric: tabular-nums;
-  }
-
-  &__gap {
-    color: #b45309;
-    font-variant-numeric: tabular-nums;
-  }
-}

src/app/organization/dds-batch-processing/dds-batch-processing.component.html

@@ -11,13 +11,82 @@
     <button mat-stroked-button [routerLink]="['../']" class="bp-back">
       <i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
     </button>
-    <h2 class="bp-header__title">DDS Interest &amp; Commission</h2>
+    <div class="bp-header__ic"><i class="fas fa-cogs"></i></div>
+    <div>
+      <h2 class="bp-header__title">DDS Interest &amp; Commission</h2>
+      <p class="bp-header__sub">
+        Calculate, check and post DDS interest and agent commission, and close matured accounts
+      </p>
+    </div>
+    <span class="bp-header__spacer"></span>
+    <button mat-stroked-button type="button" class="bp-runs-btn" (click)="openRuns()">
+      <i class="fas fa-history"></i> Previous runs
+      <span class="bp-runs-btn__count">{{ runStats.total }}</span>
+      @if (runStats.failed) {
+        <span class="bp-runs-btn__warn" matTooltip="{{ runStats.failed }} failed"></span>
+      }
+    </button>
   </div>
 
-  <div class="bp-card">
+  <form [formGroup]="batchForm">
-    <form [formGroup]="batchForm">
+    <!-- ── 1. The job ─────────────────────────────────────────────────────────────────────────── -->
+    <div class="bp-card">
+      <div class="bp-step-head">
+        <span class="bp-step-no">1</span>
+        <div>
+          <h3>Choose the job</h3>
+          <p>Each month: <b>Calculate</b> first, check the preview, then <b>Post</b>.</p>
+        </div>
+      </div>
+
+      <div class="bp-jobs">
+        @for (group of jobGroups; track group.title) {
+          <div class="bp-job" [class.bp-job--active]="group.steps.includes(jobType)">
+            <div class="bp-job__head">
+              <span class="bp-job__ic"><i class="fas" [ngClass]="group.icon"></i></span>
+              <div>
+                <span class="bp-job__title">{{ group.title }}</span>
+                <span class="bp-job__hint">{{ group.hint }}</span>
+              </div>
+            </div>
+            <div class="bp-job__steps">
+              @for (code of group.steps; track code; let last = $last) {
+                <button
+                  type="button"
+                  class="bp-job__step"
+                  [class.bp-job__step--on]="jobType === code"
+                  (click)="selectJob(code)"
+                >
+                  <i class="fas" [ngClass]="code.endsWith('_POSTING') ? 'fa-check-double' : 'fa-calculator'"></i>
+                  {{ stepLabel(code) }}
+                </button>
+                @if (!last) {
+                  <i class="fas fa-arrow-right bp-job__arrow"></i>
+                }
+              }
+            </div>
+          </div>
+        }
+      </div>
+    </div>
+
+    <!-- ── 2. Scope and date ──────────────────────────────────────────────────────────────────── -->
+    <div class="bp-card">
+      <div class="bp-step-head">
+        <span class="bp-step-no">2</span>
+        <div>
+          <h3>
+            {{ jobTypeLabel }}
+            <span class="bp-kind" [class.bp-kind--post]="isPostingJob">{{
+              isPostingJob ? 'Moves money' : 'Calculation only'
+            }}</span>
+          </h3>
+          <p>Which branches, agents and accounts, and as of which date.</p>
+        </div>
+      </div>
+
       <div class="bp-grid">
-        <mat-form-field appearance="outline" class="bp-field bp-field--wide">
+        <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
           <mat-label>Job Type</mat-label>
           <mat-select required formControlName="jobType">
             @for (type of jobTypes; track type.code) {
@@ -26,7 +95,14 @@
           </mat-select>
         </mat-form-field>
 
-        <mat-form-field appearance="outline" class="bp-field">
+        <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
+          <mat-label>{{ isPostingJob ? 'Posting Date' : 'Interest Date' }}</mat-label>
+          <input matInput required [matDatepicker]="jobDatePicker" formControlName="jobDate" />
+          <mat-datepicker-toggle matIconSuffix [for]="jobDatePicker"></mat-datepicker-toggle>
+          <mat-datepicker #jobDatePicker></mat-datepicker>
+        </mat-form-field>
+
+        <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
           <mat-label>Branch</mat-label>
           <mat-select required formControlName="branchScope">
             @for (scope of branchScopes; track scope) {
@@ -37,51 +113,59 @@
 
         @if (isBranchSelected) {
           <div class="bp-field bp-field--wide bp-branch-checklist">
-            @for (office of offices; track office.id) {
+            <span class="bp-group-label">Branches ({{ selectedOfficeNames.size }} selected)</span>
-              <mat-checkbox [checked]="selectedOfficeNames.has(office.name)" (change)="toggleOffice(office.name)">
+            <div class="bp-branch-checklist__list">
-                {{ office.name }}
+              @for (office of offices; track office.id) {
-              </mat-checkbox>
+                <mat-checkbox [checked]="selectedOfficeNames.has(office.name)" (change)="toggleOffice(office.name)">
-            }
+                  {{ office.name }}
-            @if (offices.length === 0) {
+                </mat-checkbox>
-              <span class="bp-empty">Loading branches...</span>
+              }
-            }
+              @if (offices.length === 0) {
+                <span class="bp-empty"><i class="fas fa-circle-notch fa-spin"></i> Loading branches...</span>
+              }
+            </div>
           </div>
         }
 
-        <mat-form-field appearance="outline" class="bp-field">
+        <div class="bp-ranges bp-field--wide">
-          <mat-label>{{ isPostingJob ? 'Posting Date' : 'Interest Date' }}</mat-label>
+          <div class="bp-range">
-          <input matInput required [matDatepicker]="jobDatePicker" formControlName="jobDate" />
+            <span class="bp-group-label"><i class="fas fa-user-tie"></i> Agents</span>
-          <mat-datepicker-toggle matIconSuffix [for]="jobDatePicker"></mat-datepicker-toggle>
+            <div class="bp-range__fields">
-          <mat-datepicker #jobDatePicker></mat-datepicker>
+              <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
-        </mat-form-field>
+                <mat-label>From</mat-label>
+                <input matInput required type="number" formControlName="agentFrom" />
+              </mat-form-field>
+              <span class="bp-range__to">to</span>
+              <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
+                <mat-label>To</mat-label>
+                <input matInput required type="number" formControlName="agentTo" />
+              </mat-form-field>
+            </div>
+          </div>
 
-        <mat-form-field appearance="outline" class="bp-field">
+          <!-- Commission is worked out per agent on their whole collection, so a party range would
-          <mat-label>Agent From</mat-label>
+               imply a filter that has no effect. -->
-          <input matInput required type="number" formControlName="agentFrom" />
+          @if (!isCommissionJob) {
-        </mat-form-field>
+            <div class="bp-range">
-
+              <span class="bp-group-label"><i class="fas fa-users"></i> Parties</span>
-        <mat-form-field appearance="outline" class="bp-field">
+              <div class="bp-range__fields">
-          <mat-label>Agent To</mat-label>
+                <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
-          <input matInput required type="number" formControlName="agentTo" />
+                  <mat-label>From</mat-label>
-        </mat-form-field>
+                  <input matInput required type="number" formControlName="partyFrom" />
-
+                </mat-form-field>
-        <!-- Commission is worked out per agent on their whole collection, so a party range would
+                <span class="bp-range__to">to</span>
-             imply a filter that has no effect. -->
+                <mat-form-field appearance="outline" class="bp-field" subscriptSizing="dynamic">
-        @if (!isCommissionJob) {
+                  <mat-label>To</mat-label>
-          <mat-form-field appearance="outline" class="bp-field">
+                  <input matInput required type="number" formControlName="partyTo" />
-            <mat-label>Party From</mat-label>
+                </mat-form-field>
-            <input matInput required type="number" formControlName="partyFrom" />
+              </div>
-          </mat-form-field>
+            </div>
-
+          }
-          <mat-form-field appearance="outline" class="bp-field">
+        </div>
-            <mat-label>Party To</mat-label>
-            <input matInput required type="number" formControlName="partyTo" />
-          </mat-form-field>
-        }
       </div>
 
-      <div class="bp-callout">
+      <div class="bp-callout" [class.bp-callout--post]="isPostingJob">
-        <i class="fas fa-info-circle"></i>
+        <i class="fas" [ngClass]="isPostingJob ? 'fa-exchange-alt' : 'fa-info-circle'"></i>
         <span>
           @if (isPostingJob) {
             <strong>{{ jobTypeLabel }}</strong> moves what has already been calculated to where it belongs — into the
@@ -95,130 +179,61 @@
         </span>
       </div>
 
-      @if (generatedRun) {
-        <div class="bp-section">
-          <div class="bp-section__header">
-            <i class="fas fa-table"></i>
-            <h3>{{ labelOf(generatedRun.jobType) }} — preview</h3>
-            <span class="bp-section__note"> Run #{{ generatedRun.id }} · nothing applied yet </span>
-          </div>
-
-          @if (previewRows.length === 0) {
-            <p class="bp-empty">
-              Nothing to apply. Either this period has already been processed, or there was no activity in it.
-            </p>
-          } @else {
-            <div class="bp-table-scroll">
-              @if (showsCommissionBreakdown) {
-                <table class="bp-table bp-table--breakdown">
-                  <thead>
-                    <tr>
-                      <th>Agent</th>
-                      <th>Period</th>
-                      <th class="bp-num">Collection</th>
-                      <th class="bp-num">Rate</th>
-                      <th class="bp-num">Commission</th>
-                      <th class="bp-num">TDS</th>
-                      <th class="bp-num">Deductions</th>
-                      <th class="bp-num">Payable</th>
-                    </tr>
-                  </thead>
-                  <tbody>
-                    @for (row of previewRows; track row.id) {
-                      <tr>
-                        <td>
-                          <span class="bp-code">{{ row.agentCode }}</span>
-                          <span class="bp-sub">{{ row.agentName }}</span>
-                        </td>
-                        <td class="bp-period">{{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}</td>
-                        <td class="bp-num">{{ money(row.baseAmount) }}</td>
-                        <td class="bp-num">{{ row.ratePercent }}%</td>
-                        <td class="bp-num">{{ money(row.grossAmount) }}</td>
-                        <td class="bp-num bp-minus">{{ money(row.tdsAmount) }}</td>
-                        <td class="bp-num bp-minus">{{ money(row.deductionAmount) }}</td>
-                        <td class="bp-num bp-total">{{ money(row.amount) }}</td>
-                      </tr>
-                    }
-                  </tbody>
-                  <tfoot>
-                    <tr>
-                      <td colspan="7">Total payable</td>
-                      <td class="bp-num bp-total">{{ money(previewTotal) }}</td>
-                    </tr>
-                  </tfoot>
-                </table>
-              } @else {
-                <table class="bp-table">
-                  <thead>
-                    <tr>
-                      <th>{{ isCommissionJob ? 'Agent' : 'Party' }}</th>
-                      @if (!isCommissionJob) {
-                        <th>Agent</th>
-                      }
-                      <th>Period</th>
-                      <th class="bp-num">Amount</th>
-                    </tr>
-                  </thead>
-                  <tbody>
-                    @for (row of previewRows; track row.id) {
-                      <tr>
-                        <td>
-                          @if (isCommissionJob) {
-                            <span class="bp-code">{{ row.agentCode }}</span>
-                            <span class="bp-sub">{{ row.agentName }}</span>
-                          } @else {
-                            <span class="bp-code">{{ row.partyCode }}</span>
-                            <span class="bp-sub">{{ row.partyName }}</span>
-                          }
-                        </td>
-                        @if (!isCommissionJob) {
-                          <td>{{ row.agentCode }}</td>
-                        }
-                        <td class="bp-period">{{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}</td>
-                        <td class="bp-num bp-total">{{ money(row.amount) }}</td>
-                      </tr>
-                    }
-                  </tbody>
-                  <tfoot>
-                    <tr>
-                      <td [attr.colspan]="isCommissionJob ? 2 : 3">Total</td>
-                      <td class="bp-num bp-total">{{ money(previewTotal) }}</td>
-                    </tr>
-                  </tfoot>
-                </table>
-              }
-            </div>
-          }
-        </div>
-      }
-
       <div class="bp-action-bar">
-        <button mat-raised-button type="button" (click)="exit()">Exit</button>
+        <button mat-stroked-button type="button" (click)="exit()">Exit</button>
-        @if (generatedRun) {
+        <span class="bp-action-bar__spacer"></span>
-          <button mat-stroked-button type="button" (click)="discard()">Discard</button>
+        <!-- Generate opens the run on a page of its own; Post and Discard are there, beside the figures. -->
-        }
-        <button mat-stroked-button type="button" [disabled]="batchForm.invalid" (click)="generate()">
-          <i class="fas fa-calculator"></i> Generate
-        </button>
         <button
-          mat-raised-button
+          mat-flat-button
           color="primary"
           type="button"
-          [disabled]="!generatedRun || previewRows.length === 0"
+          [disabled]="batchForm.invalid || generating"
-          (click)="post()"
+          (click)="generate()"
         >
-          <i class="fas fa-check"></i> Post
+          @if (generating) {
+            <i class="fas fa-circle-notch fa-spin"></i> Generating…
+          } @else {
+            <i class="fas fa-calculator"></i> Generate
+          }
         </button>
       </div>
-    </form>
+    </div>
-  </div>
+
+    <!--
+      A run generated and left unposted is still there to go back to. Each is one button, so the page a
+      clerk closed by mistake is a click away - not a Generate again.
+    -->
+    @if (pendingPreviews.length > 0) {
+      <div class="bp-card bp-previews">
+        <div class="bp-step-head bp-step-head--plain">
+          <span class="bp-step-no bp-step-no--muted"><i class="fas fa-table"></i></span>
+          <div>
+            <h3>Generated, not posted yet</h3>
+            <p>Open a run to check its figures, then Post or Discard it.</p>
+          </div>
+        </div>
+        <div class="bp-previews__list">
+          @for (run of pendingPreviews; track run.id) {
+            <button type="button" class="bp-preview-btn" (click)="openRun(run.id)">
+              <span class="bp-preview-btn__job">{{ labelOf(run.jobType) }}</span>
+              <span class="bp-preview-btn__meta">
+                Run #{{ run.id }} · {{ run.totalRows }} {{ run.totalRows === 1 ? 'entry' : 'entries' }} · ₹
+                {{ money(run.totalAmount) }}
+              </span>
+              <span class="bp-preview-btn__go">Open <i class="fas fa-arrow-right"></i></span>
+            </button>
+          }
+        </div>
+      </div>
+    }
+  </form>
 
   <!--
     A crediting run costs what a savings deposit costs on every account it touches, so the server does
     it in the background and answers at once. Without this the screen would report a run as posted
     seconds after it began, and the clerk would go looking for credits still being written.
   -->
-  @if (postingRunId) {
+  @if (runStats.running > 0) {
     <div class="bp-running">
       <i class="fas fa-circle-notch fa-spin"></i>
       <span>
@@ -228,72 +243,227 @@
     </div>
   }
 
-  <!-- Without this a generated-but-unposted run vanishes the moment the page is left, and there is
+  <!--
-       no way to tell whether a month's interest was ever actually posted. -->
+    Every run and whether it was applied - without this a generated-but-unposted run vanishes the moment
-  <div class="bp-card">
+    the page is left, and there is no way to tell whether a month's interest was ever actually posted.
-    <div class="bp-section__header">
+    In a popup so the page itself stays one screen: the list can run to hundreds of runs, filtered and
-      <i class="fas fa-history"></i>
+    paged here, with each run's full detail opening under its row.
-      <h3>Previous runs</h3>
+  -->
-    </div>
+  <ng-template #runsDialog>
-
+    <div class="bpr">
-    @if (recentRuns.length === 0) {
+      <div class="bpr-head">
-      <p class="bp-empty">No batch has been run yet.</p>
+        <span class="bpr-head__ic"><i class="fas fa-history"></i></span>
-    } @else {
+        <div class="bpr-head__text">
-      <div class="bp-table-scroll">
+          <h3>Previous runs</h3>
-        <table class="bp-table bp-table--runs">
+          <p>Every run, and whether it was applied.</p>
-          <thead>
+        </div>
-            <tr>
+        <button type="button" class="bpr-icon-btn" (click)="loadRecentRuns()" matTooltip="Refresh" aria-label="Refresh">
-              <th>#</th>
+          <i class="fas fa-sync-alt" [class.fa-spin]="runsLoading"></i>
-              <th>Job</th>
+        </button>
-              <th>Date</th>
+        <button type="button" class="bpr-icon-btn" mat-dialog-close aria-label="Close">
-              <th class="bp-num">Entries</th>
+          <i class="fas fa-times"></i>
-              <th class="bp-num">Amount</th>
+        </button>
-              <th>Status</th>
-              <th>Posted On</th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (run of recentRuns; track run.id) {
-              <tr>
-                <td>{{ run.id }}</td>
-                <td>{{ labelOf(run.jobType) }}</td>
-                <td>{{ run.jobDate | dateFormat }}</td>
-                <td class="bp-num">{{ run.totalRows }}</td>
-                <td class="bp-num">{{ money(run.totalAmount) }}</td>
-                <!--
-                  Four states, not two. A run that is still crediting is not "not posted" — that
-                  reads as a run somebody forgot, and a clerk would run it again on top of the one
-                  already going. One that failed says so, with the reason the server recorded.
-                -->
-                <td>
-                  @switch (run.status) {
-                    @case ('POSTED') {
-                      <span class="bp-status bp-status--posted">Posted</span>
-                    }
-                    @case ('POSTING') {
-                      <span class="bp-status bp-status--running">
-                        <i class="fas fa-circle-notch fa-spin"></i> Running
-                      </span>
-                    }
-                    @case ('FAILED') {
-                      <span
-                        class="bp-status bp-status--failed"
-                        [matTooltip]="run.failureReason || 'No reason recorded'"
-                      >
-                        Failed
-                      </span>
-                    }
-                    @default {
-                      <span class="bp-status">Not posted</span>
-                    }
-                  }
-                </td>
-                <td>{{ run.postedOnDate ? (run.postedOnDate | dateFormat) : '—' }}</td>
-              </tr>
-            }
-          </tbody>
-        </table>
       </div>
-    }
+
-  </div>
+      <div class="bpr-body">
+        <!-- A status chip says how many runs are in it and filters to them; the chips combine. -->
+        <div class="bpr-statuses">
+          @for (status of runStatuses; track status.code) {
+            <button
+              type="button"
+              class="bpr-chip bpr-chip--{{ status.code.toLowerCase() }}"
+              [class.bpr-chip--on]="runFilter.statuses.has(status.code)"
+              (click)="toggleRunStatus(status.code)"
+            >
+              {{ status.label }} <b>{{ runCount(status.code) }}</b>
+            </button>
+          }
+          <span class="bpr-total">{{ recentRuns.length }} runs in all</span>
+        </div>
+
+        <div class="bpr-filters">
+          <label class="bpr-field bpr-field--search">
+            <span>Search</span>
+            <input
+              type="search"
+              placeholder="Run number or job"
+              [value]="runFilter.search"
+              (input)="setRunSearch($any($event.target).value)"
+            />
+          </label>
+          <label class="bpr-field">
+            <span>Job date from</span>
+            <input type="date" [value]="runFilter.from" (change)="setRunDate('from', $any($event.target).value)" />
+          </label>
+          <label class="bpr-field">
+            <span>to</span>
+            <input type="date" [value]="runFilter.to" (change)="setRunDate('to', $any($event.target).value)" />
+          </label>
+          @if (hasRunFilters) {
+            <button type="button" class="bpr-clear" (click)="clearRunFilters()">
+              <i class="fas fa-times"></i> Clear filters
+            </button>
+          }
+        </div>
+
+        <div class="bpr-jobs">
+          <span class="bpr-jobs__label">Job</span>
+          @for (job of runJobOptions; track job.code) {
+            <button
+              type="button"
+              class="bpr-chip"
+              [class.bpr-chip--on]="runFilter.jobs.has(job.code)"
+              (click)="toggleRunJob(job.code)"
+            >
+              {{ job.label }}
+            </button>
+          }
+        </div>
+
+        @if (runsLoading && recentRuns.length === 0) {
+          <div class="bp-skeleton">
+            @for (row of [1, 2, 3, 4, 5]; track row) {
+              <span class="bp-skeleton__bar"></span>
+            }
+          </div>
+        } @else if (recentRuns.length === 0) {
+          <p class="bp-empty bp-empty--box"><i class="fas fa-inbox"></i> No batch has been run yet.</p>
+        } @else if (filteredRuns.length === 0) {
+          <p class="bp-empty bp-empty--box">
+            <i class="fas fa-filter"></i> No run matches these filters.
+            <button type="button" class="bpr-clear" (click)="clearRunFilters()">Clear filters</button>
+          </p>
+        } @else {
+          <div class="bp-table-scroll bpr-scroll">
+            <table class="bp-table bp-table--runs">
+              <thead>
+                <tr>
+                  <th class="bpr-caret"></th>
+                  <th>#</th>
+                  <th>Job</th>
+                  <th>Job date</th>
+                  <th class="bp-num">Entries</th>
+                  <th class="bp-num">Amount</th>
+                  <th>Status</th>
+                  <th>Generated</th>
+                  <th>Posted on</th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (run of pagedRuns; track run.id) {
+                  <tr
+                    class="bpr-row"
+                    [class.bpr-row--open]="expandedRunId === run.id"
+                    (click)="toggleRunDetail(run.id)"
+                  >
+                    <td class="bpr-caret">
+                      <i class="fas" [ngClass]="expandedRunId === run.id ? 'fa-chevron-down' : 'fa-chevron-right'"></i>
+                    </td>
+                    <td class="bp-runid">#{{ run.id }}</td>
+                    <td>
+                      <span class="bp-jobname">{{ labelOf(run.jobType) }}</span>
+                    </td>
+                    <td>{{ run.jobDate | dateFormat }}</td>
+                    <td class="bp-num">{{ run.totalRows }}</td>
+                    <td class="bp-num">{{ money(run.totalAmount) }}</td>
+                    <!--
+                      Four states, not two. A run that is still crediting is not "not posted" - that
+                      reads as a run somebody forgot, and a clerk would run it again on top of the one
+                      already going. One that failed says so, with the reason the server recorded.
+                    -->
+                    <td>
+                      @switch (run.status) {
+                        @case ('POSTED') {
+                          <span class="bp-status bp-status--posted"><i class="fas fa-check-circle"></i> Posted</span>
+                        }
+                        @case ('POSTING') {
+                          <span class="bp-status bp-status--running">
+                            <i class="fas fa-circle-notch fa-spin"></i> Running
+                          </span>
+                        }
+                        @case ('FAILED') {
+                          <span class="bp-status bp-status--failed">
+                            <i class="fas fa-exclamation-circle"></i> Failed
+                          </span>
+                        }
+                        @default {
+                          <span class="bp-status"><i class="far fa-clock"></i> Not posted</span>
+                        }
+                      }
+                    </td>
+                    <td>{{ run.generatedOnDate ? (run.generatedOnDate | dateFormat) : '—' }}</td>
+                    <td>{{ run.postedOnDate ? (run.postedOnDate | dateFormat) : '—' }}</td>
+                  </tr>
+                  @if (expandedRunId === run.id) {
+                    <tr class="bpr-detail">
+                      <td colspan="9">
+                        <div class="bpr-detail__grid">
+                          <div>
+                            <span>Branch</span><strong>{{ run.branchScope || '—' }}</strong>
+                          </div>
+                          <div>
+                            <span>Scheme</span><strong>{{ run.subType || 'All schemes' }}</strong>
+                          </div>
+                          <div>
+                            <span>Agents</span><strong>{{ run.agentFrom }} to {{ run.agentTo }}</strong>
+                          </div>
+                          <div>
+                            <span>Parties</span><strong>{{ run.partyFrom }} to {{ run.partyTo }}</strong>
+                          </div>
+                          <div>
+                            <span>Entries posted</span><strong>{{ run.rowsPosted ?? 0 }} of {{ run.totalRows }}</strong>
+                          </div>
+                          <div>
+                            <span>Amount</span><strong>₹ {{ money(run.totalAmount) }}</strong>
+                          </div>
+                        </div>
+                        <div class="bpr-detail__open">
+                          <button mat-stroked-button type="button" (click)="openRun(run.id)">
+                            <i class="fas fa-external-link-alt"></i>
+                            {{ run.status === 'CALCULATED' ? 'Open preview' : 'Open run' }}
+                          </button>
+                        </div>
+                        @if (run.status === 'FAILED') {
+                          <p class="bpr-detail__fail">
+                            <i class="fas fa-exclamation-circle"></i>
+                            {{ run.failureReason || 'No reason recorded' }}
+                          </p>
+                        }
+                      </td>
+                    </tr>
+                  }
+                }
+              </tbody>
+              <tfoot>
+                <tr>
+                  <td colspan="5">
+                    {{ hasRunFilters ? 'Total of the ' + filteredRuns.length + ' runs shown' : 'Total' }}
+                  </td>
+                  <td class="bp-num">{{ money(filteredRunsTotal) }}</td>
+                  <td colspan="3"></td>
+                </tr>
+              </tfoot>
+            </table>
+          </div>
+
+          <mat-paginator
+            [length]="filteredRuns.length"
+            [pageSize]="runsPageSize"
+            [pageIndex]="runsPageIndex"
+            [pageSizeOptions]="[10, 25, 50]"
+            showFirstLastButtons
+            (page)="onRunsPage($event)"
+          ></mat-paginator>
+        }
+      </div>
+
+      <div class="bpr-actions">
+        <button mat-stroked-button type="button" mat-dialog-close>Close</button>
+        <span class="bp-action-bar__spacer"></span>
+        <button mat-stroked-button type="button" [disabled]="filteredRuns.length === 0" (click)="exportRuns()">
+          <i class="fas fa-file-export"></i> Export {{ hasRunFilters ? 'filtered' : 'all' }}
+        </button>
+      </div>
+    </div>
+  </ng-template>
 </div>

src/app/organization/dds-batch-processing/dds-batch-processing.component.ts

@@ -7,14 +7,14 @@
  */
 
 /** Angular Imports */
-import { Component, OnInit, inject } from '@angular/core';
+import { Component, OnDestroy, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
 import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
 import { Router } from '@angular/router';
-import { MatDialog } from '@angular/material/dialog';
+import { MatDialog, MatDialogClose } from '@angular/material/dialog';
+import { MatPaginator, PageEvent } from '@angular/material/paginator';
 import { MatTooltip } from '@angular/material/tooltip';
 import { DateAdapter, MAT_DATE_FORMATS } from '@angular/material/core';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
 import { DdsDateAdapter, DDS_DATE_FORMATS } from './dds-date-adapter';
 
 /** Custom Services */
@@ -22,7 +22,7 @@ import { OrganizationService } from 'app/organization/organization.service';
 import { AlertService } from 'app/core/alert/alert.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
-import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-approvals/dds-approval-notice';
+import { csvAmount, dateText, formatMoney, jobLabel } from './dds-batch.shared';
 
 /**
  * DDS Interest & Commission batch processing — the legacy Interest Part menu.
@@ -42,7 +42,9 @@ import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-appro
   imports: [
     ...STANDALONE_SHARED_IMPORTS,
     // The reason a run failed is too long to sit in the column, and too useful to leave out.
-    MatTooltip
+    MatTooltip,
+    MatDialogClose,
+    MatPaginator
   ],
   // Day-first dates, as the legacy screen showed them. Declared here rather than application-wide:
   // a @Component's providers reach only this component, so no other screen's datepicker changes.
@@ -51,7 +53,7 @@ import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-appro
     { provide: MAT_DATE_FORMATS, useValue: DDS_DATE_FORMATS }
   ]
 })
-export class DdsBatchProcessingComponent implements OnInit {
+export class DdsBatchProcessingComponent implements OnInit, OnDestroy {
   private formBuilder = inject(UntypedFormBuilder);
   private router = inject(Router);
   private organizationService = inject(OrganizationService);
@@ -67,8 +69,8 @@ export class DdsBatchProcessingComponent implements OnInit {
   jobTypes: Array<{ label: string; code: string }> = [
     { label: 'Interest Calculation', code: 'INTEREST_CALCULATION' },
     { label: 'Interest Posting', code: 'INTEREST_POSTING' },
-    { label: 'OD Interest Calculation', code: 'OD_INTEREST_CALCULATION' },
+    // OD Interest Calculation / Posting are not offered to run. Their names stay in RUN_LABELS so a
-    { label: 'OD Interest Posting', code: 'OD_INTEREST_POSTING' },
+    // run of either already on the list below still reads by name.
     { label: 'Commission Calculation', code: 'COMMISSION_CALCULATION' },
     { label: 'Commission Posting', code: 'COMMISSION_POSTING' },
     // Last, and on its own: the others move money onto accounts that stay open, while this one pays
@@ -82,18 +84,258 @@ export class DdsBatchProcessingComponent implements OnInit {
     'Selected'
   ];
 
-  private static readonly MONEY = new Intl.NumberFormat('en-IN', {
+  /**
-    minimumFractionDigits: 2,
+   * The job menu as tiles, each calculate/post pair side by side, so the order a month is run in
-    maximumFractionDigits: 2
+   * reads off the screen: calculate, check, then post. Maturity Auto Close stands on its own.
-  });
+   */
+  readonly jobGroups: Array<{ title: string; icon: string; hint: string; steps: string[] }> = [
+    {
+      title: 'Interest',
+      icon: 'fa-percent',
+      hint: 'Customer interest on the daily balance',
+      steps: [
+        'INTEREST_CALCULATION',
+        'INTEREST_POSTING'
+      ]
+    },
+    {
+      title: 'Agent Commission',
+      icon: 'fa-user-tie',
+      hint: 'Agent commission on collection, from the slab chart',
+      steps: [
+        'COMMISSION_CALCULATION',
+        'COMMISSION_POSTING'
+      ]
+    },
+    {
+      title: 'Maturity',
+      icon: 'fa-flag-checkered',
+      hint: 'Pays out and closes matured accounts',
+      steps: ['MATURITY_AUTO_CLOSE']
+    }
+  ];
+
+  /** Picks a job from its tile - the same control the form validates. */
+  selectJob(code: string): void {
+    this.batchForm.get('jobType')?.setValue(code);
+  }
+
+  /** "Calculate" or "Post" (or "Run") - what a tile's button says. */
+  stepLabel(code: string): string {
+    if (code.endsWith('_CALCULATION')) {
+      return 'Calculate';
+    }
+    return code.endsWith('_POSTING') ? 'Post' : 'Run';
+  }
+
+  // ── Previous runs, in a popup ─────────────────────────────────────────────────────────────────────
+  @ViewChild('runsDialog') runsDialog: TemplateRef<unknown>;
+
+  /** The statuses a run can be in, as the screen names them, in the order a run moves through them. */
+  readonly runStatuses: Array<{ code: string; label: string }> = [
+    { code: 'CALCULATED', label: 'Not posted' },
+    { code: 'POSTING', label: 'Running' },
+    { code: 'POSTED', label: 'Posted' },
+    { code: 'FAILED', label: 'Failed' }
+  ];
+
+  /** Every filter at once: what is typed, the jobs and statuses picked (any number), and a job date range. */
+  runFilter = {
+    search: '',
+    jobs: new Set<string>(),
+    statuses: new Set<string>(),
+    from: '',
+    to: ''
+  };
+
+  filteredRuns: any[] = [];
+  runsPageIndex = 0;
+  runsPageSize = 10;
+  /** The run whose full detail is open under its row. */
+  expandedRunId: number | null = null;
+
+  /** The jobs the list actually holds - so a retired job (OD interest) still filters, and an unused one does not clutter. */
+  get runJobOptions(): Array<{ code: string; label: string }> {
+    const codes = Array.from(new Set(this.recentRuns.map((run) => run.jobType)));
+    return codes.map((code) => ({ code, label: this.labelOf(code) }));
+  }
+
+  get hasRunFilters(): boolean {
+    const f = this.runFilter;
+    return !!(f.search.trim() || f.jobs.size || f.statuses.size || f.from || f.to);
+  }
+
+  get pagedRuns(): any[] {
+    const start = this.runsPageIndex * this.runsPageSize;
+    return this.filteredRuns.slice(start, start + this.runsPageSize);
+  }
+
+  /** What the filtered list adds up to, so the footer says it without anyone counting rows. */
+  get filteredRunsTotal(): number {
+    return this.filteredRuns.reduce((total, run) => total + Number(run.totalAmount || 0), 0);
+  }
+
+  statusLabel(code: string): string {
+    return this.runStatuses.find((status) => status.code === code)?.label ?? code;
+  }
+
+  /** How many runs are in each status, for the numbers on the status chips (against the whole list, not the filtered one). */
+  runCount(statusCode: string): number {
+    return this.recentRuns.filter((run) => run.status === statusCode).length;
+  }
+
+  openRuns(): void {
+    // Fresh each time it is opened: a run started or posted since is on the list.
+    this.loadRecentRuns();
+    this.dialog.open(this.runsDialog, { width: '1040px', maxWidth: '96vw', autoFocus: false });
+  }
+
+  /** Filters the list and returns to its first page - a narrower list may have fewer pages than the one being read. */
+  applyRunFilters(): void {
+    const f = this.runFilter;
+    const term = f.search.trim().toLowerCase();
+    this.filteredRuns = this.recentRuns.filter((run) => {
+      if (term && !`#${run.id} ${run.id} ${this.labelOf(run.jobType)}`.toLowerCase().includes(term)) {
+        return false;
+      }
+      if (f.jobs.size && !f.jobs.has(run.jobType)) {
+        return false;
+      }
+      if (f.statuses.size && !f.statuses.has(run.status)) {
+        return false;
+      }
+      const day = dateText(run.jobDate);
+      if (f.from && day < f.from) {
+        return false;
+      }
+      return !(f.to && day > f.to);
+    });
+    this.runsPageIndex = 0;
+  }
+
+  setRunSearch(value: string): void {
+    this.runFilter.search = value;
+    this.applyRunFilters();
+  }
+
+  setRunDate(which: 'from' | 'to', value: string): void {
+    this.runFilter[which] = value;
+    this.applyRunFilters();
+  }
+
+  toggleRunJob(code: string): void {
+    this.toggleIn(this.runFilter.jobs, code);
+  }
+
+  toggleRunStatus(code: string): void {
+    this.toggleIn(this.runFilter.statuses, code);
+  }
+
+  private toggleIn(set: Set<string>, value: string): void {
+    if (set.has(value)) {
+      set.delete(value);
+    } else {
+      set.add(value);
+    }
+    this.applyRunFilters();
+  }
+
+  clearRunFilters(): void {
+    this.runFilter = { search: '', jobs: new Set<string>(), statuses: new Set<string>(), from: '', to: '' };
+    this.applyRunFilters();
+  }
+
+  onRunsPage(event: PageEvent): void {
+    this.runsPageIndex = event.pageIndex;
+    this.runsPageSize = event.pageSize;
+  }
+
+  toggleRunDetail(id: number): void {
+    this.expandedRunId = this.expandedRunId === id ? null : id;
+  }
+
+  /** The runs the filters leave, with everything the list knows about each, as a file. */
+  exportRuns(): void {
+    const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
+    const header = [
+      'Run #',
+      'Job',
+      'Job Date',
+      'Status',
+      'Entries',
+      'Entries Posted',
+      'Amount',
+      'Generated On',
+      'Posted On',
+      'Branch',
+      'Scheme',
+      'Agent From',
+      'Agent To',
+      'Party From',
+      'Party To',
+      'Failure Reason'
+    ];
+    const lines = this.filteredRuns.map((run) =>
+      [
+        run.id,
+        this.labelOf(run.jobType),
+        dateText(run.jobDate),
+        this.statusLabel(run.status),
+        run.totalRows,
+        run.rowsPosted,
+        csvAmount(run.totalAmount),
+        dateText(run.generatedOnDate),
+        dateText(run.postedOnDate),
+        run.branchScope,
+        run.subType || 'All schemes',
+        run.agentFrom,
+        run.agentTo,
+        run.partyFrom,
+        run.partyTo,
+        run.failureReason
+      ]
+        .map(quote)
+        .join(',')
+    );
+    const blob = new Blob(
+      ['\ufeff' + [
+            header.map(quote).join(','),
+            ...lines
+          ].join('\r\n')],
+      {
+        type: 'text/csv;charset=utf-8'
+      }
+    );
+    const link = document.createElement('a');
+    link.href = URL.createObjectURL(blob);
+    link.download = 'dds-batch-runs.csv';
+    link.click();
+    URL.revokeObjectURL(link.href);
+  }
+
+  /** True while Generate is working out the run. */
+  generating = false;
+  /** True while the list of previous runs is being fetched. */
+  runsLoading = true;
+
+  /** How the runs on the list stand, for the summary above it. */
+  get runStats(): { total: number; posted: number; running: number; failed: number; pending: number } {
+    const count = (status: string) => this.recentRuns.filter((run) => run.status === status).length;
+    const posted = count('POSTED');
+    const running = count('POSTING');
+    const failed = count('FAILED');
+    return {
+      total: this.recentRuns.length,
+      posted,
+      running,
+      failed,
+      pending: this.recentRuns.length - posted - running - failed
+    };
+  }
 
   offices: any[] = [];
   selectedOfficeNames = new Set<string>();
 
-  /** The run currently previewed on screen, or null once it has been posted or discarded. */
-  generatedRun: any = null;
-  previewRows: any[] = [];
-
   recentRuns: any[] = [];
 
   batchForm: UntypedFormGroup = this.formBuilder.group({
@@ -148,19 +390,6 @@ export class DdsBatchProcessingComponent implements OnInit {
     return this.batchForm.get('branchScope')?.value === 'Selected';
   }
 
-  /**
-   * Only a commission calculation has a breakdown worth showing: it is the one job where the figure
-   * applied is not the figure worked out, because TDS and the standing deductions come off it.
-   */
-  get showsCommissionBreakdown(): boolean {
-    return this.jobType === 'COMMISSION_CALCULATION';
-  }
-
-  /** What Generate found, in words — the same figure the Post button is about to apply. */
-  get previewTotal(): number {
-    return this.previewRows.reduce((total, row) => total + Number(row.amount || 0), 0);
-  }
-
   ngOnInit(): void {
     this.organizationService.getOffices().subscribe((offices: any[]) => {
       this.offices = offices || [];
@@ -169,14 +398,11 @@ export class DdsBatchProcessingComponent implements OnInit {
   }
 
   money(value: any): string {
-    if (value === null || value === undefined || value === '') {
+    return formatMoney(value);
-      return '—';
-    }
-    return DdsBatchProcessingComponent.MONEY.format(Number(value));
   }
 
   labelOf(code: string): string {
-    return this.jobTypes.find((type) => type.code === code)?.label ?? code;
+    return jobLabel(code);
   }
 
   toggleOffice(officeName: string): void {
@@ -192,9 +418,30 @@ export class DdsBatchProcessingComponent implements OnInit {
    * invisible the moment the page is left, and there is no way to tell whether a month's interest
    * was ever actually posted.
    */
-  private loadRecentRuns(): void {
+  /** Runs generated and not yet posted - each gets a button to go back to its page. */
-    this.organizationService.getDdsBatchRuns().subscribe((runs: any[]) => {
+  get pendingPreviews(): any[] {
-      this.recentRuns = runs || [];
+    return this.recentRuns.filter((run) => run.status === 'CALCULATED');
+  }
+
+  /** A run on a page of its own: its figures agent by agent, and Post or Discard while it is still a preview. */
+  openRun(runId: number): void {
+    this.dialog.closeAll();
+    this.router.navigate([
+      '/organization/dds-batch-processing/run',
+      runId
+    ]);
+  }
+
+  loadRecentRuns(): void {
+    this.runsLoading = true;
+    this.organizationService.getDdsBatchRuns().subscribe({
+      next: (runs: any[]) => {
+        this.recentRuns = runs || [];
+        this.runsLoading = false;
+        this.applyRunFilters();
+        this.watchRunning();
+      },
+      error: () => (this.runsLoading = false)
     });
   }
 
@@ -224,174 +471,77 @@ export class DdsBatchProcessingComponent implements OnInit {
       payload.officeNames = Array.from(this.selectedOfficeNames);
     }
 
-    this.organizationService.generateDdsBatchRun(payload).subscribe((result: any) => {
+    this.generating = true;
-      this.organizationService.getDdsBatchRun(result.resourceId).subscribe((batchRun: any) => {
+    this.organizationService.generateDdsBatchRun(payload).subscribe({
-        this.generatedRun = batchRun;
+      error: () => (this.generating = false),
-        this.previewRows = batchRun.rows || [];
+      next: (result: any) => {
-
+        this.organizationService.getDdsBatchRun(result.resourceId).subscribe({
-        // A run that found nothing is the normal outcome of a period already processed, not a
+          error: () => (this.generating = false),
-        // failure — but it has to say so, or an empty table reads as the screen being broken.
+          next: (batchRun: any) => {
-        if (this.previewRows.length === 0) {
+            this.generating = false;
-          this.alertService.alert({
+            this.loadRecentRuns();
-            type: 'Information',
+            // The run is checked on a page of its own - agent by agent, with Post and Discard beside the
-            message: `${this.jobTypeLabel} found nothing to apply. Either this period has already been processed, or there was no activity in it.`
+            // figures - so this page does not grow a second screen's worth below the form.
-          });
+            this.router.navigate([
-        } else {
+              '/organization/dds-batch-processing/run',
-          this.alertService.alert({
+              batchRun.id
-            type: 'Success',
+            ]);
-            message: `${this.jobTypeLabel}: ${this.previewRows.length} ${this.previewRows.length === 1 ? 'entry' : 'entries'} totalling ${this.money(this.previewTotal)} calculated. Nothing has been applied yet — review and press Post.`
+          }
-          });
-        }
-
-        this.loadRecentRuns();
-      });
-    });
-  }
-
-  post(): void {
-    if (!this.generatedRun || this.previewRows.length === 0) {
-      return;
-    }
-
-    const count = this.previewRows.length;
-    const total = this.money(this.previewTotal);
-    const isPosting = this.isPostingJob;
-
-    // Post is the step that moves money, and it cannot be undone from this screen — so it names
-    // exactly what is about to change rather than asking a generic "are you sure".
-    this.dialog
-      .open(ConfirmationDialogComponent, {
-        data: {
-          type: 'warn',
-          heading: `Post ${this.jobTypeLabel}?`,
-          dialogContext:
-            `${count} ${count === 1 ? 'entry' : 'entries'} totalling ${total} will be applied. ` +
-            (isPosting
-              ? 'This credits the customers or pays the agents, and appears on the ledger. '
-              : 'This records what has been earned against each account. ') +
-            'It cannot be undone from this screen.'
-        }
-      })
-      .afterClosed()
-      .subscribe((response: any) => {
-        if (response?.confirm) {
-          this.applyRun(count, total);
-        }
-      });
-  }
-
-  /**
-   * Applies the run, and says what actually happened rather than assuming it finished.
-   *
-   * A crediting run costs what a savings deposit costs on every account it touches, so the server
-   * takes it off the request and does it in the background - the reply comes back in a moment while
-   * the work is still going on. Reporting that as "posted" would tell the clerk a run had finished
-   * seconds after it began, and they would go looking for credits that were still being written.
-   *
-   * So the run is followed until it settles. A calculation run is done by the time the reply lands
-   * and says so at once; a crediting run says it is under way, and the list beneath refreshes itself
-   * until the server marks it posted - or failed, with the reason the server recorded.
-   */
-  private applyRun(count: number, total: string): void {
-    const label = this.jobTypeLabel;
-    const runId = this.generatedRun.id;
-    const crediting = this.isPostingJob;
-
-    this.organizationService.postDdsBatchRun(runId).subscribe((response: any) => {
-      this.generatedRun = null;
-      this.previewRows = [];
-      this.loadRecentRuns();
-
-      if (heldForApproval(response)) {
-        announceHeldForApproval(
-          response,
-          `${label} (${count} ${count === 1 ? 'entry' : 'entries'}, ${total})`,
-          this.organizationService,
-          this.alertService
-        );
-        return;
-      }
-
-      if (!crediting) {
-        this.alertService.alert({
-          type: 'Success',
-          message: `${label} posted — ${count} ${count === 1 ? 'entry' : 'entries'}, ${total}.`
         });
-        return;
       }
-
-      this.postingRunId = runId;
-      this.alertService.alert({
-        type: 'Posting',
-        message:
-          `${label} is running — ${count} ${count === 1 ? 'entry' : 'entries'}, ${total}. ` +
-          'It continues in the background; this list will update when it is done.'
-      });
-      this.followRun(runId, label);
     });
   }
 
-  /** The crediting run being followed, if one is. The screen reads this to show it is under way. */
+  // ── Runs that are going on in the background ──────────────────────────────────────────────────────
-  postingRunId: number | null = null;
-
-  /**
-   * Watches a background run until the server marks it settled.
-   *
-   * Polled rather than pushed: a batch that takes minutes needs no faster news than this, and a poll
-   * costs nothing when the answer is one row. It gives up after a while rather than asking forever -
-   * the run is still on the list either way, and a clerk can read its status there.
-   */
-  private followRun(runId: number, label: string): void {
-    let checksLeft = DdsBatchProcessingComponent.MAX_STATUS_CHECKS;
-
-    const check = () => {
-      this.organizationService.getDdsBatchRuns().subscribe({
-        next: (runs: any[]) => {
-          const run = (runs || []).find((each: any) => each.id === runId);
-          const status = run?.status;
-
-          if (status === 'POSTED' || status === 'FAILED') {
-            this.postingRunId = null;
-            this.loadRecentRuns();
-            this.alertService.alert(
-              status === 'POSTED'
-                ? { type: 'Success', message: `${label} posted — ${run.rowsPosted ?? run.totalRows} entries applied.` }
-                : { type: 'Error', message: `${label} failed: ${run.failureReason || 'see the run for details'}` }
-            );
-            return;
-          }
-
-          if (--checksLeft > 0) {
-            setTimeout(check, DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
-          } else {
-            // Still going after the wait. Left on the list rather than reported either way - saying
-            // "failed" for a run that is merely long would be worse than saying nothing.
-            this.postingRunId = null;
-            this.loadRecentRuns();
-          }
-        },
-        // A failed status check says nothing about the run itself, which carries on regardless.
-        error: () => {
-          if (--checksLeft > 0) {
-            setTimeout(check, DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
-          } else {
-            this.postingRunId = null;
-          }
-        }
-      });
-    };
-
-    setTimeout(check, DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
-  }
-
   private static readonly STATUS_CHECK_INTERVAL_MS = 4000;
   /** Twenty minutes of checking, which is longer than any run measured here has taken. */
   private static readonly MAX_STATUS_CHECKS = 300;
+  private checksLeft = DdsBatchProcessingComponent.MAX_STATUS_CHECKS;
+  private watching: ReturnType<typeof setTimeout> | null = null;
+  private runningIds = new Set<number>();
 
-  /** Drops the preview without applying it — the safe way out of a calculation that looks wrong. */
+  /**
-  discard(): void {
+   * A crediting run is done by the server in the background, so the list is read again until none is
-    this.generatedRun = null;
+   * still running, and the clerk is told how each one ended - posted, or failed with the reason the
-    this.previewRows = [];
+   * server recorded. Polled rather than pushed: a batch that takes minutes needs no faster news, and
+   * a poll costs one query. It gives up after a while - the run is on the list either way.
+   */
+  private watchRunning(): void {
+    const nowRunning = new Set<number>(this.recentRuns.filter((run) => run.status === 'POSTING').map((run) => run.id));
+
+    for (const id of this.runningIds) {
+      if (nowRunning.has(id)) {
+        continue;
+      }
+      const run = this.recentRuns.find((each) => each.id === id);
+      const label = this.labelOf(run?.jobType);
+      if (run?.status === 'POSTED') {
+        this.alertService.alert({
+          type: 'Success',
+          message: `${label} posted — ${run.rowsPosted ?? run.totalRows} entries applied.`
+        });
+      } else if (run?.status === 'FAILED') {
+        this.alertService.alert({
+          type: 'Error',
+          message: `${label} failed: ${run.failureReason || 'see the run for details'}`
+        });
+      }
+    }
+    this.runningIds = nowRunning;
+
+    if (this.watching) {
+      clearTimeout(this.watching);
+      this.watching = null;
+    }
+    if (nowRunning.size > 0 && this.checksLeft-- > 0) {
+      this.watching = setTimeout(() => this.loadRecentRuns(), DdsBatchProcessingComponent.STATUS_CHECK_INTERVAL_MS);
+    }
+  }
+
+  ngOnDestroy(): void {
+    if (this.watching) {
+      clearTimeout(this.watching);
+    }
   }
 
   exit(): void {

src/app/organization/dds-batch-processing/dds-batch.shared.ts

@@ -0,0 +1,101 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/**
+ * What the DDS batch screen and its run preview page share: how a job is named, how money and dates
+ * read, and how a run's rows are grouped under their agent.
+ */
+
+/** One agent's lines of a previewed run: an agent and the DDS accounts under them (or, for commission, their one row). */
+export interface AgentGroup {
+  key: string;
+  agentCode: string;
+  agentName: string;
+  initials: string;
+  rows: any[];
+  total: number;
+}
+
+/** Every job a run can have been, including those no longer offered to run (OD interest). */
+export const JOB_LABELS: Record<string, string> = {
+  INTEREST_CALCULATION: 'Interest Calculation',
+  INTEREST_POSTING: 'Interest Posting',
+  OD_INTEREST_CALCULATION: 'OD Interest Calculation',
+  OD_INTEREST_POSTING: 'OD Interest Posting',
+  COMMISSION_CALCULATION: 'Commission Calculation',
+  COMMISSION_POSTING: 'Commission Posting',
+  MATURITY_AUTO_CLOSE: 'Maturity Auto Close'
+};
+
+export function jobLabel(code: string): string {
+  return JOB_LABELS[code] ?? code;
+}
+
+export function isCommissionJobType(code: string): boolean {
+  return (code || '').startsWith('COMMISSION');
+}
+
+export function isPostingJobType(code: string): boolean {
+  return (code || '').endsWith('_POSTING');
+}
+
+const MONEY = new Intl.NumberFormat('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 });
+
+export function formatMoney(value: any): string {
+  if (value === null || value === undefined || value === '') {
+    return '—';
+  }
+  return MONEY.format(Number(value));
+}
+
+/** A date as the server sent it - text, or a [year, month, day] array - for a file or a comparison. */
+export function dateText(value: any): string {
+  if (!value) {
+    return '';
+  }
+  if (Array.isArray(value)) {
+    return `${value[0]}-${String(value[1]).padStart(2, '0')}-${String(value[2]).padStart(2, '0')}`;
+  }
+  return String(value);
+}
+
+export function csvAmount(value: any): string {
+  return value === null || value === undefined || value === '' ? '' : Number(value).toFixed(2);
+}
+
+/**
+ * The rows of a run as agents with their accounts under them. A run can list a thousand accounts;
+ * read agent by agent it is a handful of lines.
+ */
+export function groupByAgent(rows: any[]): AgentGroup[] {
+  const byAgent = new Map<string, AgentGroup>();
+  for (const row of rows) {
+    const key = String(row.agentId ?? row.agentCode ?? '');
+    let group = byAgent.get(key);
+    if (!group) {
+      const name = String(row.agentName ?? '');
+      group = {
+        key,
+        agentCode: row.agentCode ?? '',
+        agentName: name,
+        initials: name
+          .split(/\s+/)
+          .filter(Boolean)
+          .slice(0, 2)
+          .map((word) => word[0].toUpperCase())
+          .join(''),
+        rows: [],
+        total: 0
+      };
+      byAgent.set(key, group);
+    }
+    group.rows.push(row);
+    group.total += Number(row.amount || 0);
+  }
+  return Array.from(byAgent.values());
+}

src/app/organization/dds-batch-run-preview/dds-batch-run-preview.component.html

@@ -0,0 +1,338 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="bp-container bprv">
+  <div class="bp-header">
+    <button
+      mat-icon-button
+      type="button"
+      class="bprv-back"
+      (click)="back()"
+      matTooltip="Back to DDS Interest &amp; Commission"
+      aria-label="Back"
+    >
+      <i class="fas fa-arrow-left"></i>
+    </button>
+    <div class="bp-header__ic"><i class="fas fa-table"></i></div>
+    <div>
+      <h2 class="bp-header__title">
+        {{ jobTypeLabel || 'Batch run' }} — {{ canAct ? 'preview' : 'run' }}
+        @if (generatedRun) {
+          <span
+            class="bp-status"
+            [class.bp-status--posted]="generatedRun.status === 'POSTED'"
+            [class.bp-status--failed]="generatedRun.status === 'FAILED'"
+            [class.bp-status--running]="generatedRun.status === 'POSTING'"
+            >{{ statusText }}</span
+          >
+        }
+      </h2>
+      <p class="bp-header__sub">
+        @if (generatedRun) {
+          Run #{{ generatedRun.id }} ·
+          {{
+            canAct
+              ? 'nothing applied yet — check the figures, then Post.'
+              : 'read only — this run is ' + statusText.toLowerCase() + '.'
+          }}
+        }
+      </p>
+    </div>
+    <span class="bp-header__spacer"></span>
+    @if (canAct) {
+      <button mat-stroked-button type="button" [disabled]="working" (click)="discard()">
+        <i class="fas fa-times"></i> Discard
+      </button>
+      <button
+        mat-flat-button
+        color="primary"
+        type="button"
+        [disabled]="working || previewRows.length === 0"
+        (click)="post()"
+      >
+        <i class="fas fa-check"></i> Post
+      </button>
+    }
+  </div>
+
+  @if (loading) {
+    <div class="bp-card">
+      <div class="bp-skeleton">
+        @for (row of [1, 2, 3, 4, 5]; track row) {
+          <span class="bp-skeleton__bar"></span>
+        }
+      </div>
+    </div>
+  } @else if (notFound) {
+    <div class="bp-card">
+      <p class="bp-empty bp-empty--box">
+        <i class="fas fa-inbox"></i> This run no longer exists - a new Generate or Discard may have replaced it.
+        <button mat-stroked-button type="button" (click)="back()">Back</button>
+      </p>
+    </div>
+  } @else {
+    @if (generatedRun?.status === 'FAILED') {
+      <p class="bpr-detail__fail bprv-banner">
+        <i class="fas fa-exclamation-circle"></i> {{ generatedRun.failureReason || 'No reason recorded' }}
+      </p>
+    }
+    <div class="bp-card bprv-card">
+      @if (previewRows.length === 0) {
+        <p class="bp-empty bp-empty--box">
+          <i class="fas fa-inbox"></i>
+          Nothing to apply. Either this period has already been processed, or there was no activity in it.
+        </p>
+      } @else {
+        <div class="bp-kpis">
+          <div class="bp-kpi">
+            <span>Agents</span><strong>{{ agentGroups.length }}</strong>
+          </div>
+          <div class="bp-kpi">
+            <span>{{ isCommissionJob ? 'Entries' : 'Accounts' }}</span
+            ><strong>{{ previewRows.length }}</strong>
+          </div>
+          <div class="bp-kpi bp-kpi--accent">
+            <span>{{ showsCommissionBreakdown ? 'Total payable' : 'Total' }}</span>
+            <strong>₹ {{ money(previewTotal) }}</strong>
+          </div>
+          <div class="bp-kpi">
+            <span>Date</span><strong>{{ generatedRun.jobDate | dateFormat }}</strong>
+          </div>
+        </div>
+
+        <div class="bp-tools">
+          <span class="bp-tools__hint">
+            {{
+              isCommissionJob
+                ? 'One line per agent - View shows how their commission was worked out.'
+                : 'Grouped by collecting agent - View shows the DDS accounts under each.'
+            }}
+          </span>
+          <span class="bp-tools__spacer"></span>
+          <button mat-stroked-button type="button" (click)="exportPreview()">
+            <i class="fas fa-file-export"></i> Export all details
+          </button>
+        </div>
+
+        <div class="bp-table-scroll">
+          @if (isCommissionJob) {
+            <table class="bp-table bp-table--breakdown">
+              <thead>
+                <tr>
+                  <th>Agent</th>
+                  <th>Period</th>
+                  @if (showsCommissionBreakdown) {
+                    <th class="bp-num">Collection</th>
+                    <th class="bp-num">Rate</th>
+                    <th class="bp-num">Commission</th>
+                    <th class="bp-num">TDS</th>
+                    <th class="bp-num">Deductions</th>
+                  }
+                  <th class="bp-num">{{ showsCommissionBreakdown ? 'Payable' : 'Amount' }}</th>
+                  <th class="bp-view-col"></th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (group of agentGroups; track group.key) {
+                  @for (row of group.rows; track row.id) {
+                    <tr>
+                      <td>
+                        <span class="bp-code">{{ row.agentCode }}</span>
+                        <span class="bp-sub">{{ row.agentName }}</span>
+                      </td>
+                      <td class="bp-period">{{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}</td>
+                      @if (showsCommissionBreakdown) {
+                        <td class="bp-num">{{ money(row.baseAmount) }}</td>
+                        <td class="bp-num">
+                          <span class="bp-rate">{{ row.ratePercent }}%</span>
+                        </td>
+                        <td class="bp-num">{{ money(row.grossAmount) }}</td>
+                        <td class="bp-num bp-minus">{{ money(row.tdsAmount) }}</td>
+                        <td class="bp-num bp-minus">{{ money(row.deductionAmount) }}</td>
+                      }
+                      <td class="bp-num bp-total">{{ money(row.amount) }}</td>
+                      <td class="bp-view-col">
+                        <button mat-stroked-button type="button" class="bp-view-btn" (click)="viewAgent(group)">
+                          <i class="fas fa-eye"></i> View
+                        </button>
+                      </td>
+                    </tr>
+                  }
+                }
+              </tbody>
+              <tfoot>
+                <tr>
+                  <td [attr.colspan]="showsCommissionBreakdown ? 7 : 2">Total</td>
+                  <td class="bp-num bp-total">{{ money(previewTotal) }}</td>
+                  <td></td>
+                </tr>
+              </tfoot>
+            </table>
+          } @else {
+            <table class="bp-table">
+              <thead>
+                <tr>
+                  <th>Agent</th>
+                  <th class="bp-num">Accounts</th>
+                  <th class="bp-num">Amount</th>
+                  <th class="bp-view-col"></th>
+                </tr>
+              </thead>
+              <tbody>
+                @for (group of agentGroups; track group.key) {
+                  <tr class="bp-agent-row">
+                    <td>
+                      <span class="bp-avatar">{{ group.initials }}</span>
+                      <span class="bp-code bp-code--inline">{{ group.agentCode }}</span>
+                      <span class="bp-sub bp-sub--inline">{{ group.agentName }}</span>
+                    </td>
+                    <td class="bp-num">{{ group.rows.length }}</td>
+                    <td class="bp-num bp-total">{{ money(group.total) }}</td>
+                    <td class="bp-view-col">
+                      <button mat-stroked-button type="button" class="bp-view-btn" (click)="viewAgent(group)">
+                        <i class="fas fa-eye"></i> View
+                      </button>
+                    </td>
+                  </tr>
+                }
+              </tbody>
+              <tfoot>
+                <tr>
+                  <td>Total</td>
+                  <td class="bp-num">{{ previewRows.length }}</td>
+                  <td class="bp-num bp-total">{{ money(previewTotal) }}</td>
+                  <td></td>
+                </tr>
+              </tfoot>
+            </table>
+          }
+        </div>
+      }
+    </div>
+  }
+
+  <!-- One agent's accounts (or commission breakdown) in a popup, opened from View. -->
+  <ng-template #agentDialog>
+    @if (selectedGroup; as group) {
+      <div class="bpd">
+        <div class="bpd-head">
+          <span class="bpd-av">{{ group.initials }}</span>
+          <div class="bpd-head__text">
+            <h3>
+              <span class="bp-code bp-code--inline">{{ group.agentCode }}</span> {{ group.agentName }}
+            </h3>
+            <p>
+              {{ labelOf(generatedRun?.jobType) }} · Run #{{ generatedRun?.id }} ·
+              {{ generatedRun?.jobDate | dateFormat }}
+            </p>
+          </div>
+          <button type="button" class="bpd-close" mat-dialog-close aria-label="Close">
+            <i class="fas fa-times"></i>
+          </button>
+        </div>
+
+        <div class="bpd-body">
+          @if (isCommissionJob) {
+            @for (row of group.rows; track row.id) {
+              <div class="bpd-grid">
+                @if (showsCommissionBreakdown) {
+                  <div class="bpd-cell">
+                    <span>Collection</span><strong>₹ {{ money(row.baseAmount) }}</strong>
+                  </div>
+                  <div class="bpd-cell">
+                    <span>Slab rate</span><strong>{{ row.ratePercent }}%</strong>
+                  </div>
+                  <div class="bpd-cell">
+                    <span>Commission</span><strong>₹ {{ money(row.grossAmount) }}</strong>
+                  </div>
+                  <div class="bpd-cell">
+                    <span>– TDS</span><strong class="bp-minus">₹ {{ money(row.tdsAmount) }}</strong>
+                  </div>
+                  <div class="bpd-cell">
+                    <span>– Deductions</span><strong class="bp-minus">₹ {{ money(row.deductionAmount) }}</strong>
+                  </div>
+                }
+                <div class="bpd-cell bpd-cell--net">
+                  <span>{{ showsCommissionBreakdown ? 'Payable to agent' : 'To be paid out' }}</span>
+                  <strong>₹ {{ money(row.amount) }}</strong>
+                </div>
+              </div>
+              <p class="bpd-note">
+                Period {{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}. The agent's collection from all
+                their customers is added up and one slab rate applies to the whole figure.
+              </p>
+            }
+          } @else {
+            <div class="bpd-kpis">
+              <div class="bpd-cell">
+                <span>Accounts</span><strong>{{ group.rows.length }}</strong>
+              </div>
+              <div class="bpd-cell bpd-cell--net">
+                <span>Total</span><strong>₹ {{ money(group.total) }}</strong>
+              </div>
+            </div>
+
+            <input
+              type="search"
+              class="bpd-search"
+              placeholder="Search party code or name"
+              [value]="agentSearch"
+              (input)="agentSearch = $any($event.target).value"
+            />
+
+            <div class="bp-table-scroll bpd-scroll">
+              <table class="bp-table">
+                <thead>
+                  <tr>
+                    <th>#</th>
+                    <th>Party</th>
+                    <th>Period</th>
+                    <th class="bp-num">Rate</th>
+                    <th class="bp-num">Amount</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  @for (row of popupRows; track row.id; let i = $index) {
+                    <tr>
+                      <td class="bp-runid">{{ i + 1 }}</td>
+                      <td>
+                        <span class="bp-code bp-code--inline">{{ row.partyCode }}</span>
+                        <span class="bp-sub bp-sub--inline">{{ row.partyName }}</span>
+                      </td>
+                      <td class="bp-period">{{ row.fromDate | dateFormat }} – {{ row.toDate | dateFormat }}</td>
+                      <td class="bp-num">{{ row.ratePercent ? row.ratePercent + '%' : '—' }}</td>
+                      <td class="bp-num bp-total">{{ money(row.amount) }}</td>
+                    </tr>
+                  } @empty {
+                    <tr>
+                      <td colspan="5" class="bp-empty">No account matches the search.</td>
+                    </tr>
+                  }
+                </tbody>
+                <tfoot>
+                  <tr>
+                    <td colspan="4">{{ agentSearch ? 'Total of the accounts shown' : 'Total' }}</td>
+                    <td class="bp-num bp-total">{{ money(popupTotal) }}</td>
+                  </tr>
+                </tfoot>
+              </table>
+            </div>
+          }
+        </div>
+
+        <div class="bpd-actions">
+          <button mat-stroked-button type="button" mat-dialog-close>Close</button>
+          <span class="bp-action-bar__spacer"></span>
+          <button mat-flat-button color="primary" type="button" (click)="exportAgent(group)">
+            <i class="fas fa-file-export"></i> Export this agent
+          </button>
+        </div>
+      </div>
+    }
+  </ng-template>
+</div>

src/app/organization/dds-batch-run-preview/dds-batch-run-preview.component.scss

@@ -0,0 +1,36 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// The batch screen's styles are loaded with this one; only what is particular to the run page is here.
+.bprv-back {
+  flex: none;
+  color: #0f766e;
+}
+
+.bprv-banner {
+  margin: 0 0 12px;
+}
+
+// The page itself should not scroll: the table takes what is left of the window and scrolls inside.
+.bprv-card {
+  display: flex;
+  flex-direction: column;
+  margin-bottom: 0;
+
+  .bp-table-scroll {
+    max-height: calc(100vh - 430px);
+    min-height: 200px;
+    overflow: auto;
+
+    th {
+      position: sticky;
+      top: 0;
+      z-index: 1;
+    }
+  }
+}

src/app/organization/dds-batch-run-preview/dds-batch-run-preview.component.ts

@@ -0,0 +1,401 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/** Angular Imports */
+import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
+import { ActivatedRoute, Router } from '@angular/router';
+import { MatDialog, MatDialogClose } from '@angular/material/dialog';
+import { MatTooltip } from '@angular/material/tooltip';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
+
+/** Custom Services */
+import { OrganizationService } from 'app/organization/organization.service';
+import { AlertService } from 'app/core/alert/alert.service';
+import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-approvals/dds-approval-notice';
+import {
+  AgentGroup,
+  csvAmount,
+  dateText,
+  formatMoney,
+  groupByAgent,
+  isCommissionJobType,
+  isPostingJobType,
+  jobLabel
+} from 'app/organization/dds-batch-processing/dds-batch.shared';
+
+/**
+ * One generated DDS batch run, on a page of its own: the figures Generate worked out, agent by agent,
+ * with Post and Discard beside them.
+ *
+ * A run is a preview until it is posted - generating applied nothing - so this page is where it is
+ * checked, applied or thrown away. A run already posted, running or failed opens here too, read-only,
+ * so any run on the list can be looked into line by line.
+ */
+@Component({
+  selector: 'mifosx-dds-batch-run-preview',
+  templateUrl: './dds-batch-run-preview.component.html',
+  // The screen's own styles are reused as they are: the tables, status badges and agent popup look the
+  // same on both pages, and a second copy of them would drift.
+  styleUrls: [
+    '../dds-batch-processing/dds-batch-processing.component.scss',
+    './dds-batch-run-preview.component.scss'
+  ],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatTooltip,
+    MatDialogClose
+  ]
+})
+export class DdsBatchRunPreviewComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private organizationService = inject(OrganizationService);
+  private alertService = inject(AlertService);
+  private dialog = inject(MatDialog);
+
+  @ViewChild('agentDialog') agentDialog: TemplateRef<unknown>;
+
+  /** The run on show, and its lines. Named as on the batch screen so the agent popup reads the same. */
+  generatedRun: any = null;
+  previewRows: any[] = [];
+  loading = true;
+  notFound = false;
+  working = false;
+
+  selectedGroup: AgentGroup | null = null;
+  agentSearch = '';
+
+  private groupsFor: any[] | null = null;
+  private groups: AgentGroup[] = [];
+
+  ngOnInit(): void {
+    const runId = this.route.snapshot.paramMap.get('runId');
+    this.organizationService.getDdsBatchRun(runId).subscribe({
+      next: (run: any) => {
+        this.generatedRun = run;
+        this.previewRows = run?.rows || [];
+        this.loading = false;
+      },
+      error: () => {
+        this.loading = false;
+        this.notFound = true;
+      }
+    });
+  }
+
+  get jobType(): string {
+    return this.generatedRun?.jobType ?? '';
+  }
+
+  get jobTypeLabel(): string {
+    return jobLabel(this.jobType);
+  }
+
+  get isCommissionJob(): boolean {
+    return isCommissionJobType(this.jobType);
+  }
+
+  get isPostingJob(): boolean {
+    return isPostingJobType(this.jobType);
+  }
+
+  /** Only a commission calculation has a breakdown worth showing: TDS and deductions come off its figure. */
+  get showsCommissionBreakdown(): boolean {
+    return this.jobType === 'COMMISSION_CALCULATION';
+  }
+
+  /** Only a run that is still a preview can be posted or thrown away. */
+  get canAct(): boolean {
+    return this.generatedRun?.status === 'CALCULATED';
+  }
+
+  get statusText(): string {
+    switch (this.generatedRun?.status) {
+      case 'POSTED':
+        return 'Posted';
+      case 'POSTING':
+        return 'Running';
+      case 'FAILED':
+        return 'Failed';
+      default:
+        return 'Not posted';
+    }
+  }
+
+  get previewTotal(): number {
+    return this.previewRows.reduce((total, row) => total + Number(row.amount || 0), 0);
+  }
+
+  money(value: any): string {
+    return formatMoney(value);
+  }
+
+  labelOf(code: string): string {
+    return jobLabel(code);
+  }
+
+  /** The preview as agents with their accounts under them, built once per load. */
+  get agentGroups(): AgentGroup[] {
+    if (this.groupsFor !== this.previewRows) {
+      this.groups = groupByAgent(this.previewRows);
+      this.groupsFor = this.previewRows;
+    }
+    return this.groups;
+  }
+
+  /** The popup's accounts, narrowed by its search box (party code or name). */
+  get popupRows(): any[] {
+    const rows = this.selectedGroup?.rows ?? [];
+    const term = this.agentSearch.trim().toLowerCase();
+    if (!term) {
+      return rows;
+    }
+    return rows.filter((row) => `${row.partyCode ?? ''} ${row.partyName ?? ''}`.toLowerCase().includes(term));
+  }
+
+  get popupTotal(): number {
+    return this.popupRows.reduce((total, row) => total + Number(row.amount || 0), 0);
+  }
+
+  viewAgent(group: AgentGroup): void {
+    this.selectedGroup = group;
+    this.agentSearch = '';
+    this.dialog.open(this.agentDialog, { width: '860px', maxWidth: '95vw', autoFocus: false });
+  }
+
+  back(): void {
+    this.router.navigate(['/organization/dds-batch-processing']);
+  }
+
+  /** Every line of the run, agent by agent, with subtotals and the run's total. */
+  exportPreview(): void {
+    if (this.previewRows.length === 0) {
+      return;
+    }
+    this.downloadCsv(this.agentGroups, true);
+  }
+
+  /** The one agent open in the popup, with the accounts the search is showing. */
+  exportAgent(group: AgentGroup): void {
+    this.downloadCsv([{ ...group, rows: this.popupRows, total: this.popupTotal }], false);
+  }
+
+  private downloadCsv(groups: AgentGroup[], withRunTotal: boolean): void {
+    const run = this.generatedRun;
+    const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
+    const row = (cells: any[]) => cells.map(quote).join(',');
+    const lines: string[] = [];
+    const runTotal = csvAmount(groups.reduce((t, g) => t + g.total, 0));
+
+    if (this.isCommissionJob) {
+      lines.push(
+        row([
+          'Agent Code',
+          'Agent Name',
+          'From',
+          'To',
+          'Collection',
+          'Rate %',
+          'Commission',
+          'TDS',
+          'Deductions',
+          'Payable'
+        ])
+      );
+      for (const group of groups) {
+        for (const each of group.rows) {
+          lines.push(
+            row([
+              group.agentCode,
+              group.agentName,
+              dateText(each.fromDate),
+              dateText(each.toDate),
+              csvAmount(each.baseAmount),
+              each.ratePercent ?? '',
+              csvAmount(each.grossAmount),
+              csvAmount(each.tdsAmount),
+              csvAmount(each.deductionAmount),
+              csvAmount(each.amount)
+            ])
+          );
+        }
+      }
+      if (withRunTotal) {
+        lines.push(
+          row([
+            'Total',
+            '',
+            '',
+            '',
+            '',
+            '',
+            '',
+            '',
+            '',
+            runTotal
+          ])
+        );
+      }
+    } else {
+      lines.push(
+        row([
+          'Agent Code',
+          'Agent Name',
+          'Party Code',
+          'Party Name',
+          'From',
+          'To',
+          'Rate %',
+          'Amount'
+        ])
+      );
+      for (const group of groups) {
+        for (const each of group.rows) {
+          lines.push(
+            row([
+              group.agentCode,
+              group.agentName,
+              each.partyCode,
+              each.partyName,
+              dateText(each.fromDate),
+              dateText(each.toDate),
+              each.ratePercent ?? '',
+              csvAmount(each.amount)
+            ])
+          );
+        }
+        lines.push(
+          row([
+            group.agentCode,
+            group.agentName,
+            '',
+            `Agent total (${group.rows.length} accounts)`,
+            '',
+            '',
+            '',
+            csvAmount(group.total)
+          ])
+        );
+      }
+      if (withRunTotal) {
+        lines.push(
+          row([
+            'Run total',
+            '',
+            '',
+            `${groups.length} agents, ${groups.reduce((t, g) => t + g.rows.length, 0)} accounts`,
+            '',
+            '',
+            '',
+            runTotal
+          ])
+        );
+      }
+    }
+
+    // A byte-order mark so Excel opens the rupee sign and any non-English names correctly.
+    const blob = new Blob(['' + lines.join('\r\n')], { type: 'text/csv;charset=utf-8' });
+    const name = withRunTotal
+      ? `${this.jobTypeLabel}-run-${run.id}`
+      : `${this.jobTypeLabel}-run-${run.id}-${groups[0]?.agentCode ?? 'agent'}`;
+    const link = document.createElement('a');
+    link.href = URL.createObjectURL(blob);
+    link.download = `${name.replace(/\s+/g, '-').toLowerCase()}.csv`;
+    link.click();
+    URL.revokeObjectURL(link.href);
+  }
+
+  post(): void {
+    if (!this.canAct || this.previewRows.length === 0) {
+      return;
+    }
+
+    const count = this.previewRows.length;
+    const total = this.money(this.previewTotal);
+
+    // Post is the step that moves money, and it cannot be undone from here - so it names exactly what
+    // is about to change rather than asking a generic "are you sure".
+    this.dialog
+      .open(ConfirmationDialogComponent, {
+        data: {
+          type: 'warn',
+          heading: `Post ${this.jobTypeLabel}?`,
+          dialogContext:
+            `${count} ${count === 1 ? 'entry' : 'entries'} totalling ${total} will be applied. ` +
+            (this.isPostingJob
+              ? 'This credits the customers or pays the agents, and appears on the ledger. '
+              : 'This records what has been earned against each account. ') +
+            'It cannot be undone from this screen.'
+        }
+      })
+      .afterClosed()
+      .subscribe((response: any) => {
+        if (response?.confirm) {
+          this.applyRun(count, total);
+        }
+      });
+  }
+
+  /**
+   * Applies the run, and says what happened rather than assuming it finished.
+   *
+   * A crediting run takes as long as a savings deposit on every account it touches, so the server does
+   * it in the background and answers at once. It is reported as running, not as posted - the batch
+   * screen the clerk returns to follows it until the server marks it posted or failed.
+   */
+  private applyRun(count: number, total: string): void {
+    const label = this.jobTypeLabel;
+    const crediting = this.isPostingJob;
+    this.working = true;
+
+    this.organizationService.postDdsBatchRun(this.generatedRun.id).subscribe({
+      error: () => (this.working = false),
+      next: (response: any) => {
+        this.working = false;
+        if (heldForApproval(response)) {
+          announceHeldForApproval(
+            response,
+            `${label} (${count} ${count === 1 ? 'entry' : 'entries'}, ${total})`,
+            this.organizationService,
+            this.alertService
+          );
+        } else if (crediting) {
+          this.alertService.alert({
+            type: 'Posting',
+            message:
+              `${label} is running — ${count} ${count === 1 ? 'entry' : 'entries'}, ${total}. ` +
+              'It continues in the background; the batch screen updates when it is done.'
+          });
+        } else {
+          this.alertService.alert({
+            type: 'Success',
+            message: `${label} posted — ${count} ${count === 1 ? 'entry' : 'entries'}, ${total}.`
+          });
+        }
+        this.back();
+      }
+    });
+  }
+
+  /** Throws the preview away - off the server, so it does not linger as "Not posted". */
+  discard(): void {
+    if (!this.canAct) {
+      return;
+    }
+    this.working = true;
+    this.organizationService.discardDdsBatchRun(this.generatedRun.id).subscribe({
+      error: () => (this.working = false),
+      next: () => {
+        this.working = false;
+        this.alertService.alert({ type: 'Information', message: `${this.jobTypeLabel} preview discarded.` });
+        this.back();
+      }
+    });
+  }
+}

src/app/organization/organization-routing.module.ts

@@ -19,8 +19,9 @@ import { LoanProvisioningCriteriaComponent } from './loan-provisioning-criteria/
 import { OfficesComponent } from './offices/offices.component';
 import { AgentMasterComponent } from './agent-master/agent-master.component';
 import { CreateAgentComponent } from './agent-master/create-agent/create-agent.component';
-import { CommissionSlabMasterComponent } from './commission-slab-master/commission-slab-master.component';
+import { ViewAgentComponent } from './agent-master/view-agent/view-agent.component';
 import { DdsBatchProcessingComponent } from './dds-batch-processing/dds-batch-processing.component';
+import { DdsBatchRunPreviewComponent } from './dds-batch-run-preview/dds-batch-run-preview.component';
 import { EmployeesComponent } from './employees/employees.component';
 import { CreateEmployeeComponent } from './employees/create-employee/create-employee.component';
 import { ViewEmployeeComponent } from './employees/view-employee/view-employee.component';
@@ -254,6 +255,11 @@ const routes: Routes = [
               component: CreateAgentComponent,
               data: { title: 'Create Agent', breadcrumb: 'Create' }
             },
+            {
+              path: ':agentId',
+              component: ViewAgentComponent,
+              data: { title: 'View Agent', breadcrumb: 'View', routeParamBreadcrumb: false }
+            },
             {
               path: ':agentId/edit',
               component: CreateAgentComponent,
@@ -261,15 +267,21 @@ const routes: Routes = [
             }
           ]
         },
-        {
-          path: 'commission-slab-master',
-          component: CommissionSlabMasterComponent,
-          data: { title: 'Commission Slab Master', breadcrumb: 'Commission Slab Master' }
-        },
         {
           path: 'dds-batch-processing',
-          component: DdsBatchProcessingComponent,
+          data: { title: 'DDS Interest & Commission Batch', breadcrumb: 'DDS Batch Processing' },
-          data: { title: 'DDS Interest & Commission Batch', breadcrumb: 'DDS Batch Processing' }
+          children: [
+            {
+              path: '',
+              component: DdsBatchProcessingComponent
+            },
+            {
+              // One generated run: its figures agent by agent, with Post and Discard while it is a preview.
+              path: 'run/:runId',
+              component: DdsBatchRunPreviewComponent,
+              data: { title: 'DDS Batch Run', breadcrumb: 'Run', routeParamBreadcrumb: false }
+            }
+          ]
         },
         {
           // Bank's own profile — name, legal name, code, registration, address/contact. A

src/app/organization/organization.component.html

@@ -225,19 +225,6 @@
       </a>
     </div>
 
-    <div #commissionSlabMaster>
-      <a class="org-card" [routerLink]="['commission-slab-master']">
-        <div class="org-card__icon org-card__icon--teal">
-          <i class="fas fa-percentage"></i>
-        </div>
-        <div class="org-card__body">
-          <h3 class="org-card__title">Commission Slab Master</h3>
-          <p class="org-card__desc">Define collection-volume and override commission percentage slabs</p>
-        </div>
-        <i class="fas fa-chevron-right org-card__arrow"></i>
-      </a>
-    </div>
-
     <div #ddsBatchProcessing>
       <a class="org-card" [routerLink]="['dds-batch-processing']">
         <div class="org-card__icon org-card__icon--teal">

src/app/organization/organization.service.ts

@@ -272,6 +272,11 @@ export class OrganizationService {
     return this.http.get('/dds/parties');
   }
 
+  /** The code the next DDS party is expected to get - { partyCode: 'PT0005' } - to show before saving. */
+  getNextPartyCode(): Observable<any> {
+    return this.http.get('/dds/parties/nextcode');
+  }
+
   /**
    * The parties a given agent collects for — what the daily transaction screen works from, since
    * it handles one agent's round at a time.
@@ -536,6 +541,11 @@ export class OrganizationService {
     return this.http.get('/dds/batchruns');
   }
 
+  /** Deletes a run that was only previewed (generated, never posted). */
+  discardDdsBatchRun(batchRunId: string | number): Observable<any> {
+    return this.http.delete(`/dds/batchruns/${batchRunId}`);
+  }
+
   /**
    * Ends the relationship with an agent. Refused while they still have accounts assigned, hold
    * collected cash, or are owed commission — distinct from deactivating, which is never refused.

src/app/products/commission-slab-master/commission-slab-master.component.html

@@ -0,0 +1,311 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="csm-container">
+  <div class="csm-header">
+    <button mat-stroked-button [routerLink]="['../']" class="csm-back">
+      <i class="fas fa-arrow-left"></i> {{ 'labels.heading.Products' | translate }}
+    </button>
+    <div class="csm-header__ic"><i class="fas fa-percent"></i></div>
+    <div>
+      <h2 class="csm-header__title">Commission Slab Master</h2>
+      <p class="csm-header__sub">The DDS agent commission chart - a percentage on each agent's collection volume</p>
+    </div>
+    <span class="csm-header__spacer"></span>
+    <button mat-flat-button color="primary" type="button" class="csm-calc-btn" (click)="openCalculator()">
+      <i class="fas fa-calculator"></i> Commission Calculator
+    </button>
+  </div>
+
+  <!-- How the chart is read, so nobody has to guess what a slab does. -->
+  <div class="csm-howto">
+    <div class="csm-howto__step">
+      <span class="csm-howto__no">1</span>
+      <span>The commission run adds up each agent's collections not yet counted.</span>
+    </div>
+    <div class="csm-howto__step">
+      <span class="csm-howto__no">2</span>
+      <span>It finds the <b>Account</b> slab where <b>From ≤ collection ≤ To</b>.</span>
+    </div>
+    <div class="csm-howto__step">
+      <span class="csm-howto__no">3</span>
+      <span>Commission = collection × slab % . TDS and the agent's deductions come off that.</span>
+    </div>
+    <div class="csm-howto__step csm-howto__step--warn">
+      <span class="csm-howto__no">!</span>
+      <span
+        >A collection with no slab (a gap, below the first or above the last) stops the run. Start each slab
+        <b>0.01</b> after the last one ends.</span
+      >
+    </div>
+  </div>
+
+  <div class="csm-card">
+    <div class="csm-card__head">
+      <h3>Slabs</h3>
+      @if (loading) {
+        <span class="csm-card__count csm-card__count--loading"
+          ><mat-spinner diameter="14" class="csm-spin"></mat-spinner> Loading slabs…</span
+        >
+      } @else {
+        <span class="csm-card__count">{{ slabs.length }} {{ slabs.length === 1 ? 'slab' : 'slabs' }}</span>
+      }
+    </div>
+
+    <table class="csm-table">
+      <thead>
+        <tr>
+          <th>Slab Type</th>
+          <th class="num">Slab From (₹)</th>
+          <th class="num">Slab To (₹)</th>
+          <th class="num">Comm %</th>
+          <th class="num">Commission at "To"</th>
+          <th></th>
+        </tr>
+      </thead>
+      <tbody>
+        @if (loading) {
+          <!-- Placeholder rows while the chart is fetched, so nobody reads an empty chart as "no slabs". -->
+          @for (row of skeletonRows; track row) {
+            <tr class="csm-skeleton">
+              <td><span class="csm-skeleton__bar csm-skeleton__bar--wide"></span></td>
+              <td class="num"><span class="csm-skeleton__bar"></span></td>
+              <td class="num"><span class="csm-skeleton__bar"></span></td>
+              <td class="num"><span class="csm-skeleton__bar csm-skeleton__bar--short"></span></td>
+              <td class="num"><span class="csm-skeleton__bar"></span></td>
+              <td></td>
+            </tr>
+          }
+        }
+        @for (slab of slabs; track slab; let i = $index) {
+          @if (editingIndex === i) {
+            <!-- The same row turned into inputs, so a correction is made where the value is read. -->
+            <tr [formGroup]="editSlabForm" class="csm-new-row">
+              <td>
+                <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+                  <mat-select formControlName="slabType">
+                    @for (type of slabTypes; track type) {
+                      <mat-option [value]="type">{{ typeInfo(type).title }}</mat-option>
+                    }
+                  </mat-select>
+                </mat-form-field>
+              </td>
+              <td>
+                <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+                  <input matInput type="number" step="0.01" formControlName="slabFrom" />
+                </mat-form-field>
+              </td>
+              <td>
+                <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+                  <input matInput type="number" step="0.01" formControlName="slabTo" />
+                </mat-form-field>
+              </td>
+              <td>
+                <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+                  <input matInput type="number" step="0.01" formControlName="commissionPercent" />
+                  <span matTextSuffix>%</span>
+                </mat-form-field>
+              </td>
+              <td></td>
+              <td class="csm-row-actions">
+                <button mat-icon-button color="primary" type="button" (click)="saveEdit()" matTooltip="Save correction">
+                  <i class="fas fa-check"></i>
+                </button>
+                <button mat-icon-button type="button" (click)="cancelEdit()" matTooltip="Cancel">
+                  <i class="fas fa-times"></i>
+                </button>
+              </td>
+            </tr>
+          } @else {
+            <tr [class.csm-row--unsaved]="!slab.id" [class.csm-row--unused]="!typeInfo(slab.slabType).used">
+              <td>
+                <span class="csm-type" [class.csm-type--unused]="!typeInfo(slab.slabType).used">{{
+                  slab.slabType
+                }}</span>
+                @if (!typeInfo(slab.slabType).used) {
+                  <span class="csm-tag csm-tag--warn" [matTooltip]="typeInfo(slab.slabType).hint">Not applied</span>
+                }
+                @if (!slab.id) {
+                  <span class="csm-tag">Unsaved</span>
+                }
+              </td>
+              <td class="num">{{ slab.slabFrom | number: '1.2-2' }}</td>
+              <td class="num">{{ slab.slabTo | number: '1.2-2' }}</td>
+              <td class="num">
+                <span class="csm-rate">{{ slab.commissionPercent | number: '1.0-4' }}%</span>
+              </td>
+              <td class="num csm-muted">₹ {{ commissionAtTop(slab) | number: '1.2-2' }}</td>
+              <td class="csm-row-actions">
+                @if (slab.id) {
+                  <!--
+                    A saved slab is corrected, never removed. Deleting a range would leave a hole
+                    that pays nothing to any agent whose volume lands in it, with nothing on screen
+                    to say why - and there is deliberately no delete endpoint behind it.
+                  -->
+                  <button mat-icon-button color="primary" type="button" (click)="startEdit(i)" matTooltip="Edit slab">
+                    <i class="fas fa-pen"></i>
+                  </button>
+                } @else {
+                  <!-- Not saved yet, so taking it back off the table costs nothing. -->
+                  <button mat-icon-button type="button" (click)="removeSlab(i)" matTooltip="Remove before saving">
+                    <i class="fas fa-times"></i>
+                  </button>
+                }
+              </td>
+            </tr>
+          }
+        }
+
+        <tr [formGroup]="newSlabForm" class="csm-new-row" [hidden]="loading || loadFailed">
+          <td>
+            <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+              <mat-select required formControlName="slabType" placeholder="Slab Type">
+                @for (type of slabTypes; track type) {
+                  <mat-option [value]="type">{{ typeInfo(type).title }}</mat-option>
+                }
+              </mat-select>
+            </mat-form-field>
+          </td>
+          <td>
+            <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+              <input matInput required type="number" step="0.01" formControlName="slabFrom" placeholder="From" />
+            </mat-form-field>
+          </td>
+          <td>
+            <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+              <input matInput required type="number" step="0.01" formControlName="slabTo" placeholder="To" />
+            </mat-form-field>
+          </td>
+          <td>
+            <mat-form-field appearance="outline" class="csm-inline-field" subscriptSizing="dynamic">
+              <input matInput required type="number" step="0.01" formControlName="commissionPercent" />
+              <span matTextSuffix>%</span>
+            </mat-form-field>
+          </td>
+          <td class="csm-muted csm-hint">
+            {{ newSlabForm.get('slabType')?.value ? typeInfo(newSlabForm.get('slabType')?.value).hint : 'Pick a type' }}
+          </td>
+          <td class="csm-row-actions">
+            <!--
+              Deliberately not disabled while the row is incomplete. A greyed-out button says the
+              screen will not accept this, but never which field it is waiting for; letting the
+              click through means addSlab() can say so.
+            -->
+            <button mat-icon-button color="primary" type="button" (click)="addSlab()" matTooltip="Add slab">
+              <i class="fas fa-plus"></i>
+            </button>
+          </td>
+        </tr>
+      </tbody>
+    </table>
+
+    @if (loadFailed) {
+      <p class="csm-error">
+        <i class="fas fa-exclamation-triangle"></i> The commission slabs could not be loaded.
+        <button mat-stroked-button type="button" (click)="reload()">Try again</button>
+      </p>
+    } @else if (!loading && slabs.length === 0) {
+      <p class="csm-empty">No commission slabs defined yet — add one using the row above.</p>
+    }
+
+    @if (!loading && coverage.length > 0) {
+      <div class="csm-coverage">
+        @for (entry of coverage; track entry.slabType) {
+          <div class="csm-coverage__row">
+            <span class="csm-type" [class.csm-type--unused]="!typeInfo(entry.slabType).used">{{ entry.slabType }}</span>
+            <span class="csm-coverage__range">
+              covers ₹ {{ entry.from | number: '1.2-2' }} to ₹ {{ entry.to | number: '1.2-2' }}
+            </span>
+            @if (typeInfo(entry.slabType).used && entry.from > 0) {
+              <span class="csm-coverage__gap">
+                <i class="fas fa-exclamation-triangle"></i> below ₹ {{ entry.from | number: '1.2-2' }} has no slab
+              </span>
+            }
+            @if (entry.gaps.length > 0) {
+              <span class="csm-coverage__gap">
+                <i class="fas fa-exclamation-triangle"></i> no slab for {{ entry.gaps.join(', ') }} — the commission run
+                stops for an agent landing there
+              </span>
+            }
+            @if (!typeInfo(entry.slabType).used) {
+              <span class="csm-coverage__note">{{ typeInfo(entry.slabType).hint }}</span>
+            }
+          </div>
+        }
+      </div>
+    }
+
+    <div class="csm-action-bar">
+      <button mat-raised-button type="button" (click)="exit()">Exit</button>
+      <button mat-raised-button color="primary" type="button" (click)="save()">Save</button>
+    </div>
+  </div>
+
+  <!-- Try an amount against the saved chart, in a popup opened from the header. -->
+  <ng-template #calculatorDialog>
+    <div class="csm-calc" [formGroup]="calcForm">
+      <div class="csm-calc__head">
+        <div>
+          <h3><i class="fas fa-calculator"></i> Commission Calculator</h3>
+          <span class="csm-muted">Uses the saved Account slabs - the same arithmetic as the commission run</span>
+        </div>
+        <button type="button" class="csm-calc__close" mat-dialog-close aria-label="Close">
+          <i class="fas fa-times"></i>
+        </button>
+      </div>
+      <div class="csm-calc__inputs">
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>Agent's collection (₹)</mat-label>
+          <input matInput type="number" step="0.01" formControlName="volume" />
+        </mat-form-field>
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>TDS %</mat-label>
+          <input matInput type="number" step="0.01" formControlName="tdsPercent" />
+        </mat-form-field>
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>Deductions (₹)</mat-label>
+          <input matInput type="number" step="0.01" formControlName="deductions" />
+        </mat-form-field>
+      </div>
+
+      @if (calculation; as c) {
+        @if (c.slab) {
+          <div class="csm-calc__result">
+            <div class="csm-calc__cell">
+              <span>Slab</span>
+              <strong>₹ {{ c.slab.slabFrom | number: '1.2-2' }} – {{ c.slab.slabTo | number: '1.2-2' }}</strong>
+            </div>
+            <div class="csm-calc__cell">
+              <span>Rate</span><strong>{{ c.rate | number: '1.0-4' }}%</strong>
+            </div>
+            <div class="csm-calc__cell">
+              <span>Gross</span><strong>₹ {{ c.gross | number: '1.2-2' }}</strong>
+            </div>
+            <div class="csm-calc__cell">
+              <span>– TDS</span><strong>₹ {{ c.tds | number: '1.2-2' }}</strong>
+            </div>
+            <div class="csm-calc__cell">
+              <span>– Deductions</span><strong>₹ {{ c.deductions | number: '1.2-2' }}</strong>
+            </div>
+            <div class="csm-calc__cell csm-calc__cell--net">
+              <span>Net to agent</span><strong>₹ {{ (c.net > 0 ? c.net : 0) | number: '1.2-2' }}</strong>
+            </div>
+          </div>
+          @if (c.net <= 0) {
+            <p class="csm-calc__note">The deductions swallow this commission - the run pays this agent nothing.</p>
+          }
+        } @else {
+          <p class="csm-calc__none">
+            <i class="fas fa-exclamation-triangle"></i> No saved <b>Account</b> slab covers this amount — the commission
+            run would stop with "no commission slab" for this agent.
+          </p>
+        }
+      }
+    </div>
+  </ng-template>
+</div>

src/app/products/commission-slab-master/commission-slab-master.component.scss

@@ -0,0 +1,493 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+$primary: #0f766e;
+$primary-dark: #134e4a;
+$primary-soft: #e6f4ee;
+$border: #e2e8f0;
+$text: #0f172a;
+$text-mid: #475569;
+$text-soft: #94a3b8;
+$warn: #b45309;
+$warn-soft: #fffbeb;
+
+.csm-container {
+  max-width: 1080px;
+  margin: 0 auto;
+  padding: 24px 16px 40px;
+  color: $text;
+}
+
+.csm-header {
+  display: flex;
+  align-items: center;
+  gap: 14px;
+  margin-bottom: 16px;
+
+  &__ic {
+    display: grid;
+    place-items: center;
+    flex: none;
+    width: 44px;
+    height: 44px;
+    border-radius: 12px;
+    background: linear-gradient(135deg, $primary, $primary-dark);
+    color: #fff;
+  }
+
+  &__title {
+    margin: 0;
+    font-size: 21px;
+    font-weight: 600;
+  }
+
+  &__sub {
+    margin: 2px 0 0;
+    font-size: 13px;
+    color: $text-mid;
+  }
+
+  &__spacer {
+    flex: 1;
+  }
+}
+
+.csm-back {
+  color: $primary;
+}
+
+// ── How the chart is read ─────────────────────────────────────────────────────────────────────────────
+.csm-howto {
+  display: grid;
+  grid-template-columns: repeat(4, minmax(0, 1fr));
+  gap: 10px;
+  margin-bottom: 16px;
+
+  @media (width <= 900px) {
+    grid-template-columns: 1fr 1fr;
+  }
+
+  &__step {
+    display: flex;
+    align-items: flex-start;
+    gap: 10px;
+    padding: 12px;
+    border: 1px solid $border;
+    border-radius: 10px;
+    background: #fff;
+    font-size: 12.5px;
+    line-height: 1.45;
+    color: $text-mid;
+
+    &--warn {
+      border-color: #fde68a;
+      background: $warn-soft;
+      color: $warn;
+    }
+  }
+
+  &__no {
+    display: grid;
+    place-items: center;
+    flex: none;
+    width: 22px;
+    height: 22px;
+    border-radius: 50%;
+    background: $primary-soft;
+    color: $primary;
+    font-size: 12px;
+    font-weight: 700;
+  }
+
+  &__step--warn &__no {
+    background: #fef3c7;
+    color: $warn;
+  }
+}
+
+// ── Cards ─────────────────────────────────────────────────────────────────────────────────────────────
+.csm-card {
+  padding: 16px 20px 20px;
+  border: 1px solid $border;
+  border-radius: 12px;
+  background: var(--md-sys-color-surface, #fff);
+  box-shadow: 0 1px 3px rgb(0 0 0 / 5%);
+
+  & + & {
+    margin-top: 16px;
+  }
+
+  &__head {
+    display: flex;
+    align-items: baseline;
+    justify-content: space-between;
+    gap: 12px;
+    margin-bottom: 10px;
+
+    h3 {
+      margin: 0;
+      font-size: 13px;
+      font-weight: 700;
+      letter-spacing: 0.06em;
+      text-transform: uppercase;
+      color: $primary-dark;
+
+      i {
+        margin-right: 6px;
+      }
+    }
+  }
+
+  &__count {
+    padding: 2px 10px;
+    border-radius: 999px;
+    background: $primary-soft;
+    color: $primary;
+    font-size: 12px;
+    font-weight: 600;
+  }
+}
+
+// ── Slab table ────────────────────────────────────────────────────────────────────────────────────────
+.csm-table {
+  width: 100%;
+  border-collapse: collapse;
+  table-layout: fixed;
+
+  th:nth-child(1),
+  td:nth-child(1) {
+    width: 30%;
+  }
+
+  th:nth-child(2),
+  td:nth-child(2),
+  th:nth-child(3),
+  td:nth-child(3) {
+    width: 17%;
+  }
+
+  th:nth-child(4),
+  td:nth-child(4) {
+    width: 12%;
+  }
+
+  th:nth-child(5),
+  td:nth-child(5) {
+    width: 16%;
+  }
+
+  th:nth-child(6),
+  td:nth-child(6) {
+    width: 8%;
+  }
+
+  th {
+    padding: 9px 10px;
+    border-bottom: 1px solid $border;
+    background: #f8fafc;
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.06em;
+    text-align: left;
+    text-transform: uppercase;
+    color: $text-soft;
+  }
+
+  td {
+    padding: 8px 10px;
+    border-bottom: 1px solid #eef2f6;
+    vertical-align: middle;
+    font-size: 13.5px;
+  }
+
+  .num {
+    text-align: right;
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+// Loading: placeholder rows with a soft shimmer, and a spinner in the count badge.
+.csm-skeleton td {
+  padding: 13px 10px;
+}
+
+.csm-skeleton__bar {
+  display: inline-block;
+  width: 70%;
+  height: 12px;
+  border-radius: 6px;
+  background: linear-gradient(90deg, #eef2f6 25%, #e2e8f0 37%, #eef2f6 63%);
+  background-size: 400% 100%;
+  animation: csm-shimmer 1.2s ease-in-out infinite;
+
+  &--wide {
+    width: 55%;
+  }
+
+  &--short {
+    width: 40%;
+  }
+}
+
+@keyframes csm-shimmer {
+  0% {
+    background-position: 100% 50%;
+  }
+
+  100% {
+    background-position: 0 50%;
+  }
+}
+
+.csm-card__count--loading {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+}
+
+.csm-error {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  margin: 12px 0 0;
+  padding: 10px 12px;
+  border-radius: 8px;
+  background: #fef2f2;
+  color: #b91c1c;
+  font-size: 13px;
+}
+
+.csm-row--unsaved {
+  background: #f0fdf9;
+}
+
+.csm-row--unused td {
+  color: $text-soft;
+}
+
+.csm-type {
+  font-weight: 600;
+  color: $primary-dark;
+
+  &--unused {
+    color: $text-soft;
+  }
+}
+
+.csm-tag {
+  margin-left: 6px;
+  padding: 1px 8px;
+  border-radius: 999px;
+  background: #e0e7ff;
+  color: #3730a3;
+  font-size: 10.5px;
+  font-weight: 600;
+  letter-spacing: 0.04em;
+  text-transform: uppercase;
+
+  &--warn {
+    background: #fef3c7;
+    color: $warn;
+    cursor: help;
+  }
+}
+
+.csm-rate {
+  padding: 2px 8px;
+  border-radius: 6px;
+  background: $primary-soft;
+  color: $primary;
+  font-weight: 700;
+}
+
+.csm-muted {
+  color: $text-mid;
+}
+
+.csm-hint {
+  font-size: 11.5px;
+  line-height: 1.35;
+}
+
+.csm-inline-field {
+  width: 100%;
+  min-width: 0;
+}
+
+.csm-row-actions {
+  text-align: center;
+}
+
+.csm-new-row {
+  background: rgb(15 118 110 / 4%);
+}
+
+.csm-empty {
+  margin: 12px 0 0;
+  font-size: 14px;
+  color: $text-mid;
+}
+
+.csm-action-bar {
+  display: flex;
+  justify-content: flex-end;
+  gap: 12px;
+  margin-top: 18px;
+  padding-top: 14px;
+  border-top: 1px solid $border;
+}
+
+// What the slabs cover, and any figure none of them claims.
+.csm-coverage {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+  margin-top: 14px;
+  padding: 12px 16px;
+  border: 1px solid $border;
+  border-radius: 8px;
+  background: #f8fafc;
+
+  &__row {
+    display: flex;
+    flex-wrap: wrap;
+    align-items: baseline;
+    gap: 10px;
+    font-size: 0.86rem;
+  }
+
+  &__range {
+    color: $text-mid;
+    font-variant-numeric: tabular-nums;
+  }
+
+  &__gap {
+    color: $warn;
+    font-variant-numeric: tabular-nums;
+
+    i {
+      margin-right: 4px;
+    }
+  }
+
+  &__note {
+    font-size: 12px;
+    color: $text-soft;
+  }
+}
+
+// ── Calculator (popup) ────────────────────────────────────────────────────────────────────────────────
+.csm-calc-btn i {
+  margin-right: 6px;
+}
+
+.csm-calc {
+  padding: 18px 20px 20px;
+  color: $text;
+
+  &__head {
+    display: flex;
+    align-items: flex-start;
+    justify-content: space-between;
+    gap: 12px;
+    margin-bottom: 14px;
+
+    h3 {
+      margin: 0 0 2px;
+      font-size: 14px;
+      font-weight: 700;
+      letter-spacing: 0.04em;
+      text-transform: uppercase;
+      color: $primary-dark;
+
+      i {
+        margin-right: 6px;
+      }
+    }
+
+    .csm-muted {
+      font-size: 12px;
+    }
+  }
+
+  &__close {
+    border: 0;
+    background: transparent;
+    color: $text-mid;
+    font-size: 16px;
+    cursor: pointer;
+  }
+
+  &__inputs {
+    display: grid;
+    grid-template-columns: 2fr 1fr 1fr;
+    gap: 12px;
+
+    @media (width <= 720px) {
+      grid-template-columns: 1fr;
+    }
+  }
+
+  &__result {
+    display: grid;
+    grid-template-columns: repeat(6, minmax(0, 1fr));
+    gap: 8px;
+    margin-top: 14px;
+
+    @media (width <= 900px) {
+      grid-template-columns: repeat(3, minmax(0, 1fr));
+    }
+  }
+
+  &__cell {
+    display: flex;
+    flex-direction: column;
+    gap: 3px;
+    padding: 10px 12px;
+    border: 1px solid $border;
+    border-radius: 8px;
+    background: #f8fafc;
+
+    span {
+      font-size: 11px;
+      font-weight: 600;
+      letter-spacing: 0.04em;
+      text-transform: uppercase;
+      color: $text-soft;
+    }
+
+    strong {
+      font-size: 14px;
+      font-variant-numeric: tabular-nums;
+    }
+
+    &--net {
+      border-color: #a7f3d0;
+      background: $primary-soft;
+
+      strong {
+        color: $primary-dark;
+        font-size: 16px;
+      }
+    }
+  }
+
+  &__none,
+  &__note {
+    margin: 12px 0 0;
+    padding: 10px 12px;
+    border-radius: 8px;
+    background: $warn-soft;
+    color: $warn;
+    font-size: 13px;
+
+    i {
+      margin-right: 6px;
+    }
+  }
+}

src/app/products/commission-slab-master/commission-slab-master.component.ts

@@ -7,7 +7,9 @@
  */
 
 /** Angular Imports */
-import { Component, OnInit, inject } from '@angular/core';
+import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
+import { MatDialog, MatDialogClose } from '@angular/material/dialog';
+import { MatProgressSpinner } from '@angular/material/progress-spinner';
 import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
 import { Router } from '@angular/router';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -35,13 +37,25 @@ import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-appro
   selector: 'mifosx-commission-slab-master',
   templateUrl: './commission-slab-master.component.html',
   styleUrls: ['./commission-slab-master.component.scss'],
-  imports: [...STANDALONE_SHARED_IMPORTS]
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatDialogClose,
+    MatProgressSpinner
+  ]
 })
 export class CommissionSlabMasterComponent implements OnInit {
   private formBuilder = inject(UntypedFormBuilder);
   private router = inject(Router);
   private organizationService = inject(OrganizationService);
   private alertService = inject(AlertService);
+  private dialog = inject(MatDialog);
+
+  @ViewChild('calculatorDialog') calculatorDialog: TemplateRef<unknown>;
+
+  /** The calculator in a popup, so it is one click from the top of the page rather than a scroll away. */
+  openCalculator(): void {
+    this.dialog.open(this.calculatorDialog, { width: '820px', maxWidth: '95vw', autoFocus: 'first-tabbable' });
+  }
 
   private static readonly SLAB_TYPE_CODES: Record<string, string> = {
     Account: 'ACCOUNT',
@@ -57,6 +71,65 @@ export class CommissionSlabMasterComponent implements OnInit {
     'Commission'
   ];
 
+  /**
+   * What each slab type is for, as the screen says it. Only ACCOUNT slabs are read by the commission
+   * run (BatchRunWritePlatformServiceJpaRepositoryImpl.generateCommissionRows): the agent's collection
+   * volume is matched to one, and its percentage is the agent's commission. COMMISSION is the legacy
+   * senior-agent override - saved, but nothing applies it, since there is no agent hierarchy yet.
+   */
+  static readonly SLAB_TYPE_INFO: Record<string, { title: string; hint: string; used: boolean }> = {
+    Account: {
+      title: 'Account - collection volume',
+      hint: "Used by the commission run: the agent's collection is matched to the slab it falls in.",
+      used: true
+    },
+    Commission: {
+      title: 'Commission - senior-agent override',
+      hint: 'Saved but not applied by any run yet - there is no agent hierarchy to apply it to.',
+      used: false
+    }
+  };
+
+  typeInfo(type: string) {
+    return CommissionSlabMasterComponent.SLAB_TYPE_INFO[type] || { title: type, hint: '', used: false };
+  }
+
+  /** Try a collection amount against the chart: which slab, what rate, and the commission it pays. */
+  calcForm: UntypedFormGroup = this.formBuilder.group({
+    volume: [10000],
+    tdsPercent: [0],
+    deductions: [0]
+  });
+
+  /** The same arithmetic the commission run uses (DdsCommissionCalculation), rounded half-up to paise. */
+  get calculation(): {
+    slab: any;
+    rate: number;
+    gross: number;
+    tds: number;
+    deductions: number;
+    net: number;
+  } | null {
+    const volume = Number(this.calcForm.get('volume')?.value || 0);
+    if (!(volume > 0)) {
+      return null;
+    }
+    const slab = this.slabs.find(
+      (row) => row.id && row.slabType === 'Account' && volume >= Number(row.slabFrom) && volume <= Number(row.slabTo)
+    );
+    const rate = slab ? Number(slab.commissionPercent) : 0;
+    const round2 = (n: number) => Math.round((n + Number.EPSILON) * 100) / 100;
+    const gross = round2((volume * rate) / 100);
+    const tds = round2((gross * Number(this.calcForm.get('tdsPercent')?.value || 0)) / 100);
+    const deductions = Number(this.calcForm.get('deductions')?.value || 0);
+    return { slab: slab || null, rate, gross, tds, deductions, net: round2(gross - tds - deductions) };
+  }
+
+  /** The commission a slab pays at the top of its range - what the table shows beside each slab. */
+  commissionAtTop(slab: any): number {
+    return Math.round(Number(slab.slabTo) * Number(slab.commissionPercent)) / 100;
+  }
+
   displayedColumns: string[] = [
     'slabType',
     'slabFrom',
@@ -88,26 +161,65 @@ export class CommissionSlabMasterComponent implements OnInit {
 
   ngOnInit(): void {
     this.loadSlabs();
+    // Picking a type on the entry row starts the new slab a paisa above where that type's chart ends,
+    // so consecutive slabs meet with no gap a rupee-and-paise collection could fall into.
+    this.newSlabForm.get('slabType')?.valueChanges.subscribe((type: string) => {
+      const from = this.newSlabForm.get('slabFrom');
+      if (!type || !from || Number(from.value) !== 0) {
+        return;
+      }
+      const tops = this.slabs.filter((slab) => slab.slabType === type).map((slab) => Number(slab.slabTo));
+      if (tops.length > 0) {
+        from.setValue(Math.round((Math.max(...tops) + 0.01) * 100) / 100);
+      }
+    });
   }
 
+  /** True while the chart is being fetched - the table shows a loader rather than an empty chart. */
+  loading = true;
+  /** The fetch failed: said on screen, so an empty table is not read as "no slabs". */
+  loadFailed = false;
+
+  /** Placeholder rows shown while loading, so the table keeps its shape. */
+  readonly skeletonRows = [
+    1,
+    2,
+    3,
+    4,
+    5
+  ];
+
   private loadSlabs(): void {
-    this.organizationService.getCommissionSlabs().subscribe((slabs: any[]) => {
+    this.loading = true;
-      this.slabs = (slabs || []).map((slab) => ({
+    this.loadFailed = false;
-        id: slab.id,
+    this.organizationService.getCommissionSlabs().subscribe({
-        slabType: CommissionSlabMasterComponent.SLAB_TYPE_LABELS[slab.slabType] || slab.slabType,
+      next: (slabs: any[]) => {
-        slabFrom: slab.slabFrom,
+        this.slabs = (slabs || []).map((slab) => ({
-        slabTo: slab.slabTo,
+          id: slab.id,
-        commissionPercent: slab.commissionPercent
+          slabType: CommissionSlabMasterComponent.SLAB_TYPE_LABELS[slab.slabType] || slab.slabType,
-      }));
+          slabFrom: slab.slabFrom,
+          slabTo: slab.slabTo,
+          commissionPercent: slab.commissionPercent
+        }));
+        this.loading = false;
+      },
+      error: () => {
+        this.loading = false;
+        this.loadFailed = true;
+      }
     });
   }
 
+  reload(): void {
+    this.loadSlabs();
+  }
+
   /**
    * Where each slab type's coverage begins and ends, and any figure in between that no slab claims.
    *
-   * A gap is not an error - a bank may well decide there is no commission below some floor - but it
+   * A gap has to be visible: the commission run stops with "no commission slab" for an agent whose
-   * has to be visible. The commission run simply finds no slab for a volume that falls in a gap and
+   * collection falls in a gap, or below the first slab or above the last, so the chart should run from
-   * moves on, so the agent is paid nothing for that month with nothing on screen to say why.
+   * 0 to beyond the largest collection any agent makes, with each slab starting a paisa after the last.
    */
   get coverage(): Array<{ slabType: string; from: number; to: number; gaps: string[] }> {
     return this.slabTypes
@@ -121,12 +233,16 @@ export class CommissionSlabMasterComponent implements OnInit {
           return null;
         }
 
+        // To the paisa: a collection is rupees and paise, and the run matches from <= volume <= to, so
+        // 1-10000 followed by 10001-20000 leaves 10000.01 to 10000.99 with no slab at all.
+        const paise = (n: number) => Math.round(n * 100);
+        const money = (p: number) => (p / 100).toFixed(2);
         const gaps: string[] = [];
         for (let i = 1; i < rows.length; i++) {
-          const previousEnd = rows[i - 1].to;
+          const previousEnd = paise(rows[i - 1].to);
-          const nextStart = rows[i].from;
+          const nextStart = paise(rows[i].from);
           if (nextStart > previousEnd + 1) {
-            gaps.push(`${previousEnd + 1} - ${nextStart - 1}`);
+            gaps.push(`${money(previousEnd + 1)} - ${money(nextStart - 1)}`);
           }
         }
 
@@ -180,6 +296,13 @@ export class CommissionSlabMasterComponent implements OnInit {
       return;
     }
 
+    // The same rules the server applies to the whole chart on Save, caught here on the row being added.
+    const chartError = this.chartErrorFor(candidate);
+    if (chartError) {
+      this.alertService.alert({ type: 'Error', message: chartError });
+      return;
+    }
+
     this.slabs.push(candidate);
     this.newSlabForm.reset({
       slabType: '',
@@ -189,6 +312,31 @@ export class CommissionSlabMasterComponent implements OnInit {
     });
   }
 
+  /**
+   * Why a new slab would break its type's chart, or null. A chart starts at 0 and each slab begins one
+   * paisa after the one before ends - the commission run stops for any collection no slab covers - and
+   * amounts are to the paisa. Slabs are added at the top of the chart, in order.
+   */
+  private chartErrorFor(candidate: { slabType: string; slabFrom: number; slabTo: number }): string | null {
+    const paise = (n: any) => Math.round(Number(n) * 100);
+    const twoDecimals = (n: any) => Math.abs(Number(n) * 100 - paise(n)) < 1e-6;
+    if (!twoDecimals(candidate.slabFrom) || !twoDecimals(candidate.slabTo)) {
+      return 'Amounts can have at most two decimals (paise)';
+    }
+    const tops = this.slabs.filter((slab) => slab.slabType === candidate.slabType).map((slab) => paise(slab.slabTo));
+    const expected = tops.length === 0 ? 0 : Math.max(...tops) + 1;
+    const from = paise(candidate.slabFrom);
+    if (from !== expected) {
+      const at = (expected / 100).toFixed(2);
+      return tops.length === 0
+        ? `The first ${candidate.slabType} slab must start at 0`
+        : from > expected
+          ? `This leaves a gap: nothing covers ${at} to ${((from - 1) / 100).toFixed(2)}. Start this slab at ${at}`
+          : `Start this slab at ${at} - one paisa after the last ${candidate.slabType} slab ends`;
+    }
+    return null;
+  }
+
   /** Only ever an unsaved row - a saved slab is corrected, not taken away. */
   removeSlab(index: number): void {
     this.slabs.splice(index, 1);
@@ -262,7 +410,13 @@ export class CommissionSlabMasterComponent implements OnInit {
           if (heldForApproval(response)) {
             announceHeldForApproval(response, 'The slab correction', this.organizationService, this.alertService);
           } else {
-            this.alertService.alert({ type: 'Success', message: 'Slab corrected' });
+            const moved = response?.changes?.neighboursAdjusted;
+            this.alertService.alert({
+              type: 'Success',
+              message: moved
+                ? `Slab corrected - the next/previous slab moved with it so the chart has no gap`
+                : 'Slab corrected'
+            });
           }
           this.editingIndex = -1;
           this.loadSlabs();
@@ -282,7 +436,7 @@ export class CommissionSlabMasterComponent implements OnInit {
   }
 
   exit(): void {
-    this.router.navigate(['/organization']);
+    this.router.navigate(['/products']);
   }
 
   save(): void {

src/app/products/dds-account-types/create-dds-account-type/create-dds-account-type.component.html

@@ -7,139 +7,262 @@
 -->
 
 <div class="dat-root">
-  <div class="dat-card">
+  <div class="dat-head">
-    <div class="dat-head">
+    <div class="dat-head__ic"><fa-icon icon="calendar-day"></fa-icon></div>
-      <div class="dat-head__ic"><fa-icon icon="calendar-day"></fa-icon></div>
+    <div>
-      <div>
+      <h2>DDS Product Creation</h2>
-        <h2>DDS Product Creation</h2>
+      <p>{{ isEdit ? 'Update this Daily Deposit product.' : 'Register a Daily Deposit product.' }}</p>
-        <p>{{ isEdit ? 'Update this Daily Deposit product.' : 'Register a Daily Deposit product.' }}</p>
-      </div>
     </div>
+  </div>
 
-    <form [formGroup]="accountTypeForm">
+  <!--
-      <div class="dat-grid">
+    One form, split into tabs the way the savings product screen is. Every tab stays in the DOM
-        <mat-form-field appearance="outline" class="dat-field">
+    (preserveContent), so a field filled on one tab is still there when the user comes back to it.
-          <mat-label>Product Group</mat-label>
+  -->
-          <mat-select required formControlName="accountTypeGroup">
+  <form [formGroup]="accountTypeForm">
-            @for (group of accountTypeGroups; track group) {
+    <mat-tab-group
-              <mat-option [value]="group">{{ group }}</mat-option>
+      class="dat-tabs"
-            }
+      animationDuration="200ms"
-          </mat-select>
+      [preserveContent]="true"
-        </mat-form-field>
+      [(selectedIndex)]="selectedTabIndex"
-
+    >
-        <mat-form-field appearance="outline" class="dat-field">
+      <!-- ── Details ─────────────────────────────────────────────────────────────────────────── -->
-          <mat-label>Product Code</mat-label>
+      <mat-tab>
-          <input matInput required maxlength="20" formControlName="accountTypeCode" style="text-transform: uppercase" />
+        <ng-template mat-tab-label>
-        </mat-form-field>
+          <i class="fas fa-info-circle dat-tab-icon"></i>
-
+          Details
-        <mat-form-field appearance="outline" class="dat-field dat-field--wide">
+          @if (tabHasError(detailsControls)) {
-          <mat-label>Product Description</mat-label>
+            <span class="dat-tab-dot" title="Something on this tab still needs filling in"></span>
-          <input matInput required maxlength="200" formControlName="accountTypeDescription" />
-        </mat-form-field>
-
-        <mat-form-field appearance="outline" class="dat-field">
-          <mat-label>Interest Rate (%)</mat-label>
-          <input matInput required type="number" min="0" max="100" step="0.01" formControlName="interestRate" />
-          <mat-hint>Interest is worked out daily on the balance (rate ÷ 365)</mat-hint>
-          @if (accountTypeForm.get('interestRate')?.hasError('required')) {
-            <mat-error>Interest rate is required</mat-error>
           }
-        </mat-form-field>
+        </ng-template>
+        <div class="dat-tab-content">
+          <div class="dat-grid">
+            <mat-form-field appearance="outline" class="dat-field">
+              <mat-label>Product Group</mat-label>
+              <mat-select required formControlName="accountTypeGroup">
+                @for (group of accountTypeGroups; track group) {
+                  <mat-option [value]="group">{{ group }}</mat-option>
+                }
+              </mat-select>
+            </mat-form-field>
 
-        <mat-form-field appearance="outline" class="dat-field">
+            <mat-form-field appearance="outline" class="dat-field">
-          <mat-label>Auto Interest Post</mat-label>
+              <mat-label>Product Code</mat-label>
-          <mat-select required formControlName="autoInterestPost">
+              <input
-            <mat-option [value]="true">Yes</mat-option>
+                matInput
-            <mat-option [value]="false">No</mat-option>
+                required
-          </mat-select>
+                maxlength="20"
-        </mat-form-field>
+                formControlName="accountTypeCode"
+                style="text-transform: uppercase"
+              />
+            </mat-form-field>
 
-        <mat-form-field appearance="outline" class="dat-field">
+            <mat-form-field appearance="outline" class="dat-field dat-field--wide">
-          <mat-label>Auto Interest Post When</mat-label>
+              <mat-label>Product Description</mat-label>
-          <mat-select required formControlName="autoInterestPostWhen">
+              <input matInput required maxlength="200" formControlName="accountTypeDescription" />
-            @for (option of autoInterestPostWhenOptions; track option) {
+            </mat-form-field>
-              <mat-option [value]="option">{{ option }}</mat-option>
+          </div>
-            }
+        </div>
-          </mat-select>
+      </mat-tab>
-        </mat-form-field>
 
-        <!-- Only meaningful while auto-posting is on — the legacy screen hid it the same way. -->
+      <!-- ── Interest & Maturity ─────────────────────────────────────────────────────────────── -->
-        @if (autoPostOn) {
+      <mat-tab>
-          <mat-form-field appearance="outline" class="dat-field">
+        <ng-template mat-tab-label>
-            <mat-label>Auto Interest Post Day</mat-label>
+          <i class="fas fa-percent dat-tab-icon"></i>
-            <input matInput required type="number" min="1" max="31" formControlName="autoInterestPostDay" />
+          Interest &amp; Maturity
-          </mat-form-field>
+          @if (tabHasError(interestControls)) {
-        }
+            <span class="dat-tab-dot" title="Something on this tab still needs filling in"></span>
+          }
+        </ng-template>
+        <div class="dat-tab-content">
+          <div class="dat-grid">
+            <mat-form-field appearance="outline" class="dat-field">
+              <mat-label>Interest Rate (%)</mat-label>
+              <input matInput required type="number" min="0" max="100" step="0.01" formControlName="interestRate" />
+              <mat-hint>Interest is worked out daily on the balance (rate ÷ 365)</mat-hint>
+              @if (accountTypeForm.get('interestRate')?.hasError('required')) {
+                <mat-error>Interest rate is required</mat-error>
+              }
+            </mat-form-field>
 
-        <!--
+            <mat-form-field appearance="outline" class="dat-field">
-          Asked as Yes/No rather than as a tickbox to match Auto Interest Post directly above it:
+              <mat-label>Auto Interest Post</mat-label>
-          the two are the same kind of decision, and a screen that asks one of them one way and the
+              <mat-select required formControlName="autoInterestPost">
-          other another way reads as though they differ in some way they do not.
+                <mat-option [value]="true">Yes</mat-option>
-        -->
+                <mat-option [value]="false">No</mat-option>
-        <mat-form-field appearance="outline" class="dat-field">
+              </mat-select>
-          <mat-label>Maturity Auto Close</mat-label>
+            </mat-form-field>
-          <mat-select required formControlName="maturityAutoClose">
-            <mat-option [value]="true">Yes</mat-option>
-            <mat-option [value]="false">No</mat-option>
-          </mat-select>
-          <mat-hint>Closes the account on its maturity date, if it names a savings account to be paid into</mat-hint>
-        </mat-form-field>
-      </div>
 
+            <mat-form-field appearance="outline" class="dat-field">
+              <mat-label>Auto Interest Post When</mat-label>
+              <mat-select required formControlName="autoInterestPostWhen">
+                @for (option of autoInterestPostWhenOptions; track option) {
+                  <mat-option [value]="option">{{ option }}</mat-option>
+                }
+              </mat-select>
+              <!-- No posting day to pick: interest posts at period end, as on savings and fixed deposits. -->
+              <mat-hint>Interest posts on the last day of each month, quarter, half-year or year</mat-hint>
+            </mat-form-field>
+
+            <!--
+              Asked as Yes/No rather than as a tickbox to match Auto Interest Post directly above it:
+              the two are the same kind of decision, and a screen that asks one of them one way and the
+              other another way reads as though they differ in some way they do not.
+            -->
+            <mat-form-field appearance="outline" class="dat-field">
+              <mat-label>Maturity Auto Close</mat-label>
+              <mat-select required formControlName="maturityAutoClose">
+                <mat-option [value]="true">Yes</mat-option>
+                <mat-option [value]="false">No</mat-option>
+              </mat-select>
+              <mat-hint
+                >Closes the account on its maturity date, if it names a savings account to be paid into</mat-hint
+              >
+            </mat-form-field>
+          </div>
+        </div>
+      </mat-tab>
+
+      <!-- ── Premature Closure ───────────────────────────────────────────────────────────────── -->
       <!--
         The terms for closing an account on this scheme early. Set once here rather than asked of the
         clerk at closing time: they are the bank's terms and the same for every account on the scheme,
         and a figure typed at the counter is a figure that can be typed differently next time.
       -->
-      <h3 class="dat-section">Premature Closure</h3>
+      <mat-tab>
-      <p class="dat-section-note">
+        <ng-template mat-tab-label>
-        Applied when an account on this scheme is closed before its term ends. The branch chooses at the time whether
+          <i class="fas fa-door-open dat-tab-icon"></i>
-        the customer or the agent bears the cost; these set what that costs.
+          Premature Closure
-      </p>
+          @if (tabHasError(prematureControls)) {
+            <span class="dat-tab-dot" title="Something on this tab still needs filling in"></span>
+          }
+        </ng-template>
+        <div class="dat-tab-content">
+          <p class="dat-note">
+            Applied when an account on this scheme is closed before its term ends. The branch chooses at the time
+            whether the customer or the agent bears the cost; these set what that costs.
+          </p>
 
-      <div class="dat-grid">
+          <div class="dat-grid">
-        <mat-form-field appearance="outline" class="dat-field">
+            <mat-form-field appearance="outline" class="dat-field">
-          <mat-label>Minimum Lock-in (months)</mat-label>
+              <mat-label>Minimum Lock-in (months)</mat-label>
-          <input matInput required type="number" min="0" max="600" formControlName="prematureLockinMonths" />
+              <input matInput required type="number" min="0" max="600" formControlName="prematureLockinMonths" />
-          <mat-hint>Before this, early closure is refused outright. 0 allows it from day one.</mat-hint>
+              <mat-hint>Before this, early closure is refused outright. 0 allows it from day one.</mat-hint>
-        </mat-form-field>
+            </mat-form-field>
 
-        <mat-form-field appearance="outline" class="dat-field">
+            <mat-form-field appearance="outline" class="dat-field">
-          <mat-label>Customer: interest rate reduced by (%)</mat-label>
+              <mat-label>Customer: interest rate reduced by (%)</mat-label>
-          <input
+              <input
-            matInput
+                matInput
-            required
+                required
-            type="number"
+                type="number"
-            min="0"
+                min="0"
-            max="100"
+                max="100"
-            step="0.25"
+                step="0.25"
-            formControlName="prematureInterestReduction"
+                formControlName="prematureInterestReduction"
-          />
+              />
-          <mat-hint>Taken off the rate for the whole period, not only the part left to run.</mat-hint>
+              <mat-hint>Taken off the rate for the whole period, not only the part left to run.</mat-hint>
-        </mat-form-field>
+            </mat-form-field>
 
-        <mat-form-field appearance="outline" class="dat-field">
+            <mat-form-field appearance="outline" class="dat-field">
-          <mat-label>Agent: commission reduced by (%)</mat-label>
+              <mat-label>Agent: commission reduced by (%)</mat-label>
-          <input
+              <input
-            matInput
+                matInput
-            required
+                required
-            type="number"
+                type="number"
-            min="0"
+                min="0"
-            max="100"
+                max="100"
-            step="0.25"
+                step="0.25"
-            formControlName="prematureAgentCommissionPenalty"
+                formControlName="prematureAgentCommissionPenalty"
-          />
+              />
-          <mat-hint>Charged whoever bears the interest — the round was not kept going.</mat-hint>
+              <mat-hint>Charged whoever bears the interest — the round was not kept going.</mat-hint>
-        </mat-form-field>
+            </mat-form-field>
-      </div>
+          </div>
+        </div>
+      </mat-tab>
 
-      <div class="dat-actions">
+      <!-- ── Accounting ──────────────────────────────────────────────────────────────────────── -->
-        <button mat-raised-button type="button" (click)="cancel()">Cancel</button>
+      <!--
-        <button mat-raised-button color="primary" type="button" [disabled]="accountTypeForm.invalid" (click)="submit()">
+        The product's own ledger accounts, laid out the way the savings product's Accounting tab is:
-          <fa-icon icon="check" style="margin-right: 6px"></fa-icon>
+        grouped by kind, each row with the GL search picker. Only accounts of the right kind are offered.
-          {{ isEdit ? 'Update' : 'Submit' }}
+      -->
+      <mat-tab>
+        <ng-template mat-tab-label>
+          <i class="fas fa-book dat-tab-icon"></i>
+          Accounting
+          @if (tabHasError(accountingControls)) {
+            <span class="dat-tab-dot" title="Something on this tab still needs filling in"></span>
+          }
+        </ng-template>
+        <div class="dat-tab-content">
+          <div class="spa-section">
+            <div class="spa-section__header">
+              <span class="spa-section__icon"><i class="fas fa-book"></i></span>
+              <h3>Accounting</h3>
+            </div>
+
+            <div class="spa-section__body">
+              @if (glLoadFailed) {
+                <div class="dat-gl-error">
+                  <i class="fas fa-exclamation-triangle"></i>
+                  The chart of accounts could not be loaded, so no ledger account can be picked. Reload the page to try
+                  again.
+                </div>
+              }
+
+              @for (section of accountingSections; track section.key) {
+                <div class="spa-group">
+                  <h4>{{ section.title }}</h4>
+                  <div class="spa-list">
+                    @for (row of section.rows; track row.controlName) {
+                      <div class="spa-row">
+                        <div class="spa-row__meta">
+                          <span class="spa-pill" [ngClass]="'spa-pill--' + row.pill">{{ row.pillLabel }}</span>
+                          <div class="spa-row__text">
+                            <span class="spa-row__label">
+                              {{ row.label }}
+                              @if (row.required) {
+                                <span class="spa-req">*</span>
+                              }
+                            </span>
+                            <span class="spa-row__hint">{{ row.hint }}</span>
+                          </div>
+                        </div>
+                        <mifosx-gl-account-selector
+                          class="spa-row__input"
+                          [inputFormControl]="accountTypeForm.get(row.controlName)"
+                          [glAccountList]="row.options"
+                          [required]="row.required"
+                          [inputLabel]="row.inputLabel"
+                        ></mifosx-gl-account-selector>
+                      </div>
+                    }
+                  </div>
+                </div>
+              }
+            </div>
+          </div>
+        </div>
+      </mat-tab>
+    </mat-tab-group>
+
+    <div class="dat-actions">
+      <button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
+      <span class="dat-actions__spacer"></span>
+      <button mat-stroked-button type="button" [disabled]="selectedTabIndex === 0" (click)="previousTab()">
+        <i class="fas fa-arrow-left"></i>
+        Previous
+      </button>
+      @if (selectedTabIndex < lastTabIndex) {
+        <button mat-stroked-button color="primary" type="button" (click)="nextTab()">
+          Next
+          <i class="fas fa-arrow-right"></i>
         </button>
-      </div>
+      }
-    </form>
+      <button mat-raised-button color="primary" type="button" [disabled]="accountTypeForm.invalid" (click)="submit()">
-  </div>
+        <fa-icon icon="check" style="margin-right: 6px"></fa-icon>
+        {{ isEdit ? 'Update' : 'Submit' }}
+      </button>
+    </div>
+  </form>
 </div>

src/app/products/dds-account-types/create-dds-account-type/create-dds-account-type.component.scss

@@ -6,57 +6,104 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-.dat-root {
+// Laid out like the savings product screen - a header, then the form in tabs - in the DDS screens'
-  padding: 20px 24px 40px;
+// own teal.
-}
+$teal: #0f766e;
+$teal-dark: #134e4a;
+$teal-soft: #e6f4ee;
+$border: #e2e8f0;
+$text: #0f172a;
+$text-mid: #475569;
+$text-soft: #94a3b8;
 
-.dat-card {
+.dat-root {
-  background: #fff;
+  max-width: 960px;
-  border: 1px solid rgb(0 0 0 / 8%);
-  border-radius: 10px;
-  box-shadow: 0 1px 3px rgb(0 0 0 / 6%);
-  overflow: hidden;
-  max-width: 880px;
   margin: 0 auto;
+  padding: 24px 16px 40px;
 }
 
 .dat-head {
   display: flex;
   align-items: center;
   gap: 14px;
-  padding: 20px 24px;
+  margin-bottom: 18px;
-  border-bottom: 1px solid rgb(0 0 0 / 7%);
 
   h2 {
     margin: 0;
     font-size: 1.2rem;
     font-weight: 600;
+    color: $text;
   }
 
   p {
     margin: 2px 0 0;
     font-size: 0.83rem;
-    color: rgb(0 0 0 / 55%);
+    color: $text-mid;
+  }
+
+  &__ic {
+    display: grid;
+    place-items: center;
+    flex: none;
+    width: 46px;
+    height: 46px;
+    border-radius: 12px;
+    font-size: 1.05rem;
+    color: #fff;
+    background: linear-gradient(135deg, $teal, $teal-dark);
   }
 }
 
-.dat-head__ic {
+// ── Tabs ─────────────────────────────────────────────────────────────────────────────────────────────
-  width: 46px;
+.dat-tabs {
-  height: 46px;
+  background: #fff;
-  border-radius: 12px;
+  border-radius: 10px;
-  display: grid;
+  box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
-  place-items: center;
+
-  font-size: 1.05rem;
+  ::ng-deep {
-  color: #fff;
+    .mat-mdc-tab-header {
-  background: linear-gradient(135deg, #0f766e, #134e4a);
+      border-bottom: 1px solid rgb(0 0 0 / 8%);
-  flex: none;
+    }
+
+    .mat-mdc-tab {
+      min-width: 130px;
+      padding: 0 16px;
+    }
+
+    .mat-mdc-tab.mdc-tab--active .mdc-tab__text-label {
+      color: $teal;
+      font-weight: 600;
+    }
+
+    .mdc-tab-indicator__content--underline {
+      border-color: $teal !important;
+    }
+  }
+}
+
+.dat-tab-icon {
+  margin-right: 8px;
+  font-size: 13px;
+}
+
+// A tab with something still to fill in.
+.dat-tab-dot {
+  display: inline-block;
+  width: 7px;
+  height: 7px;
+  margin-left: 6px;
+  border-radius: 50%;
+  background: #dc2626;
+}
+
+.dat-tab-content {
+  padding: 24px 20px;
 }
 
 .dat-grid {
   display: grid;
   grid-template-columns: repeat(2, minmax(220px, 1fr));
   gap: 8px 20px;
-  padding: 26px 24px 8px;
 }
 
 .dat-field {
@@ -67,42 +114,196 @@
   grid-column: 1 / -1;
 }
 
-/*
+.dat-note {
- * Divides the scheme's own settings from the terms it charges for closing early. A rule rather than a
+  margin: 0 0 18px;
- * second card, because it is the same record being filled in - the break is to stop three money
+  max-width: 72ch; /* stylelint-disable-line unit-allowed-list */
- * figures reading as more of the posting settings above them.
- */
-.dat-section {
-  margin: 20px 0 0;
-  padding: 18px 24px 0;
-  border-top: 1px solid rgb(0 0 0 / 7%);
-  font-size: 0.82rem;
-  font-weight: 600;
-  letter-spacing: 0.04em;
-  text-transform: uppercase;
-  color: #0f766e;
-}
-
-.dat-section-note {
-  margin: 6px 0 0;
-  padding: 0 24px;
-  max-width: 68ch; /* stylelint-disable-line unit-allowed-list */
   font-size: 0.8rem;
   line-height: 1.5;
-  color: rgb(0 0 0 / 60%);
+  color: $text-mid;
 }
 
-/* The note already carries the spacing, so the grid under it does not add its own again. */
+.dat-gl-error {
-.dat-section-note + .dat-grid {
+  margin: 0 0 16px;
-  padding-top: 14px;
+  padding: 10px 12px;
+  border: 1px solid #fecaca;
+  border-radius: 8px;
+  background: #fef2f2;
+  font-size: 0.82rem;
+  color: #b91c1c;
+
+  i {
+    margin-right: 6px;
+  }
 }
 
+// ── Accounting tab, as the savings product's ──────────────────────────────────────────────────────────
+.spa-section {
+  overflow: hidden;
+  border: 1px solid $border;
+  border-radius: 10px;
+  background: #fff;
+
+  &__header {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 12px 20px;
+    border-bottom: 1px solid #e8eaed;
+    background: #f8f9fa;
+
+    h3 {
+      margin: 0;
+      font-size: 14px;
+      font-weight: 600;
+      color: #202124;
+    }
+  }
+
+  &__icon {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    width: 24px;
+    height: 24px;
+    border-radius: 6px;
+    background: $teal-soft;
+    color: $teal;
+    font-size: 13px;
+  }
+
+  &__body {
+    padding: 16px 20px 20px;
+  }
+}
+
+.spa-group {
+  & + & {
+    margin-top: 20px;
+  }
+
+  h4 {
+    margin: 0 0 12px;
+    font-size: 12px;
+    font-weight: 700;
+    letter-spacing: 0.08em;
+    text-transform: uppercase;
+    color: $text-soft;
+  }
+}
+
+.spa-list {
+  display: flex;
+  flex-direction: column;
+  gap: 10px;
+}
+
+.spa-row {
+  display: flex;
+  align-items: stretch;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 10px 12px;
+  border: 1px solid $border;
+  border-radius: 8px;
+  background: #fff;
+
+  @media (width <= 900px) {
+    flex-direction: column;
+  }
+
+  &__meta {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    flex: 1 1 auto;
+    min-width: 0;
+  }
+
+  &__text {
+    display: flex;
+    flex-direction: column;
+    gap: 2px;
+    min-width: 0;
+  }
+
+  &__label {
+    font-size: 14px;
+    font-weight: 600;
+    color: #334155;
+  }
+
+  &__hint {
+    font-size: 12px;
+    line-height: 1.4;
+    color: $text-mid;
+  }
+
+  &__input {
+    display: block;
+    flex: 0 0 22rem;
+    min-width: 18rem;
+    max-width: 22rem;
+
+    @media (width <= 900px) {
+      width: 100%;
+      min-width: 0;
+      max-width: 100%;
+    }
+
+    ::ng-deep {
+      .layout-column {
+        width: 100%;
+        margin-right: 0 !important;
+      }
+
+      mat-form-field {
+        width: 100%;
+      }
+    }
+  }
+}
+
+.spa-req {
+  color: #dc2626;
+}
+
+.spa-pill {
+  flex: none;
+  padding: 2px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.04em;
+  text-transform: uppercase;
+
+  &--blue {
+    background: #dbeafe;
+    color: #1e40af;
+  }
+
+  &--amber {
+    background: #fef3c7;
+    color: #92400e;
+  }
+}
+
+// ── Footer ───────────────────────────────────────────────────────────────────────────────────────────
 .dat-actions {
   display: flex;
-  justify-content: flex-end;
+  align-items: center;
-  gap: 12px;
+  gap: 10px;
-  padding: 16px 24px;
+  margin-top: 16px;
-  border-top: 1px solid rgb(0 0 0 / 7%);
+  padding: 14px 0;
+  border-top: 1px solid rgb(0 0 0 / 8%);
+
+  &__spacer {
+    flex: 1;
+  }
+
+  i {
+    margin: 0 4px;
+    font-size: 12px;
+  }
 }
 
 @media (width <= 720px) {

src/app/products/dds-account-types/create-dds-account-type/create-dds-account-type.component.ts

@@ -11,19 +11,40 @@ import { Component, OnInit, inject } from '@angular/core';
 import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
 import { ActivatedRoute, Router } from '@angular/router';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { MatTabsModule } from '@angular/material/tabs';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { GlAccountSelectorComponent } from 'app/shared/accounting/gl-account-selector/gl-account-selector.component';
+import { GLAccount } from 'app/shared/models/general.model';
 
 /** Custom Services */
 import { ProductsService } from 'app/products/products.service';
 import { AlertService } from 'app/core/alert/alert.service';
 import { OrganizationService } from 'app/organization/organization.service';
 import { SettingsService } from 'app/settings/settings.service';
+import { AccountingService } from 'app/accounting/accounting.service';
 import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-approvals/dds-approval-notice';
 
+/** acc_gl_account classification: 2 liability, 5 expense. */
+const GL_LIABILITY = 2;
+const GL_EXPENSE = 5;
+
+/** One ledger account the product names, as a row on the Accounting tab. */
+interface AccountingRow {
+  controlName: string;
+  label: string;
+  inputLabel: string;
+  hint: string;
+  pill: 'blue' | 'amber';
+  pillLabel: string;
+  required: boolean;
+  options: GLAccount[];
+}
+
 /**
  * Account Type Creation — the legacy DDS screen this replaces, field for field: group, code,
- * description, and whether interest posts automatically and how often. Nothing else: DDS never used
+ * description, and whether interest posts automatically and how often - laid out in tabs the way
- * the deposit-product engine, so there are no terms, charges or accounting tabs behind this.
+ * the savings product screen is, with an Accounting tab for the ledger accounts the product posts
+ * through.
  *
  * The same form handles create and edit; an `accountTypeId` in the route switches it to edit.
  */
@@ -33,7 +54,9 @@ import { announceHeldForApproval, heldForApproval } from 'app/deposits/dds-appro
   styleUrls: ['./create-dds-account-type.component.scss'],
   imports: [
     ...STANDALONE_SHARED_IMPORTS,
-    FaIconComponent
+    FaIconComponent,
+    MatTabsModule,
+    GlAccountSelectorComponent
   ]
 })
 export class CreateDdsAccountTypeComponent implements OnInit {
@@ -44,6 +67,38 @@ export class CreateDdsAccountTypeComponent implements OnInit {
   private alertService = inject(AlertService);
   private organizationService = inject(OrganizationService);
   private settingsService = inject(SettingsService);
+  private accountingService = inject(AccountingService);
+
+  /** The tab on show; Previous and Next move it. */
+  selectedTabIndex = 0;
+  readonly lastTabIndex = 3;
+
+  /** Which controls sit on which tab - a tab whose controls are invalid shows a dot on its label. */
+  readonly detailsControls = [
+    'accountTypeGroup',
+    'accountTypeCode',
+    'accountTypeDescription'
+  ];
+  readonly interestControls = [
+    'interestRate',
+    'autoInterestPost',
+    'autoInterestPostWhen',
+    'maturityAutoClose'
+  ];
+  readonly prematureControls = [
+    'prematureLockinMonths',
+    'prematureInterestReduction',
+    'prematureAgentCommissionPenalty'
+  ];
+  readonly accountingControls = [
+    'depositLiabilityGlId',
+    'interestExpenseGlId',
+    'commissionExpenseGlId'
+  ];
+
+  /** The Accounting tab's rows, grouped by kind as the savings product's are. */
+  accountingSections: { key: string; title: string; rows: AccountingRow[] }[] = [];
+  glLoadFailed = false;
 
   accountTypeGroups = ['DDS'];
 
@@ -78,7 +133,6 @@ export class CreateDdsAccountTypeComponent implements OnInit {
       'Monthly',
       Validators.required
     ],
-    autoInterestPostDay: [''],
     /*
      * Defaults to No, so a scheme created without a thought about it keeps behaving the way every
      * scheme behaves today - the clerk pays out matured accounts by hand. Turning it on is a
@@ -125,6 +179,23 @@ export class CreateDdsAccountTypeComponent implements OnInit {
         Validators.min(0),
         Validators.max(100)
       ]
+    ],
+    /*
+     * The product's ledger accounts (Accounting tab) - the only accounts DDS posts through for this
+     * product; nothing is taken from Global Configurations. All three are required, as a savings
+     * product's control and interest accounts are.
+     */
+    depositLiabilityGlId: [
+      null,
+      Validators.required
+    ],
+    interestExpenseGlId: [
+      null,
+      Validators.required
+    ],
+    commissionExpenseGlId: [
+      null,
+      Validators.required
     ]
   });
 
@@ -132,29 +203,8 @@ export class CreateDdsAccountTypeComponent implements OnInit {
     return this.accountTypeId !== null;
   }
 
-  /**
-   * "Auto Interest Post Day" only means anything while auto-posting is on, and the legacy screen
-   * hid it the same way. "When" stays visible either way, as it did there.
-   */
-  get autoPostOn(): boolean {
-    return !!this.accountTypeForm.get('autoInterestPost')?.value;
-  }
-
   ngOnInit(): void {
-    // The posting day is required exactly while auto-posting is on, and is cleared when it is off.
+    this.loadLedgerAccounts();
-    const dayControl = this.accountTypeForm.get('autoInterestPostDay');
-    const applyDayRule = (autoPostOn: boolean) => {
-      if (autoPostOn) {
-        dayControl?.setValidators([Validators.required]);
-      } else {
-        dayControl?.clearValidators();
-        dayControl?.setValue('');
-      }
-      dayControl?.updateValueAndValidity();
-    };
-    applyDayRule(this.autoPostOn);
-    this.accountTypeForm.get('autoInterestPost')?.valueChanges.subscribe((value) => applyDayRule(!!value));
-
     const routeId = this.route.snapshot.paramMap.get('accountTypeId');
     if (!routeId) {
       return;
@@ -167,32 +217,115 @@ export class CreateDdsAccountTypeComponent implements OnInit {
         accountTypeDescription: accountType.accountTypeDescription,
         autoInterestPost: !!accountType.autoInterestPost,
         autoInterestPostWhen: accountType.autoInterestPostWhen || 'Monthly',
-        autoInterestPostDay: accountType.autoInterestPostDay ?? '',
         maturityAutoClose: !!accountType.maturityAutoClose,
         interestRate: accountType.interestRate ?? '',
         // ?? rather than ||, because zero is a real answer here - a scheme with no lock-in, or one
         // that charges nothing - and must not be replaced by the default.
         prematureLockinMonths: accountType.prematureLockinMonths ?? 12,
         prematureInterestReduction: accountType.prematureInterestReduction ?? 1,
-        prematureAgentCommissionPenalty: accountType.prematureAgentCommissionPenalty ?? 1
+        prematureAgentCommissionPenalty: accountType.prematureAgentCommissionPenalty ?? 1,
+        depositLiabilityGlId: accountType.depositLiabilityGlId ?? null,
+        interestExpenseGlId: accountType.interestExpenseGlId ?? null,
+        commissionExpenseGlId: accountType.commissionExpenseGlId ?? null
       });
     });
   }
 
+  /** True once a control on the tab is invalid and the user has been there or tried to submit. */
+  tabHasError(controls: string[]): boolean {
+    return controls.some((name) => {
+      const control = this.accountTypeForm.get(name);
+      return !!control && control.invalid && (control.touched || control.dirty);
+    });
+  }
+
+  previousTab(): void {
+    this.selectedTabIndex = Math.max(0, this.selectedTabIndex - 1);
+  }
+
+  nextTab(): void {
+    this.selectedTabIndex = Math.min(this.lastTabIndex, this.selectedTabIndex + 1);
+  }
+
+  /**
+   * Detail accounts that can take a posting, split by kind so each row offers only the kind its job
+   * needs - the backend refuses any other kind, and this keeps the wrong one from being picked at all.
+   */
+  private loadLedgerAccounts(): void {
+    this.accountingService.getChartOfAccounts().subscribe({
+      next: (accounts: any) => {
+        const rows: GLAccount[] = (Array.isArray(accounts) ? accounts : accounts?.pageItems || []).filter(
+          (a: any) => a.usage?.id === 1 && !a.disabled
+        );
+        const ofType = (...types: number[]) => rows.filter((a: any) => types.includes(a.type?.id));
+        this.buildAccountingSections(ofType(GL_LIABILITY), ofType(GL_EXPENSE));
+      },
+      error: () => {
+        this.glLoadFailed = true;
+        this.buildAccountingSections([], []);
+      }
+    });
+  }
+
+  private buildAccountingSections(liabilities: GLAccount[], expenses: GLAccount[]): void {
+    this.accountingSections = [
+      {
+        key: 'liabilities',
+        title: 'Liabilities',
+        rows: [
+          {
+            controlName: 'depositLiabilityGlId',
+            label: 'DDS Customer Deposits',
+            inputLabel: 'Customer deposits account',
+            hint: 'What the bank owes the customers on this product - credited on collection, debited on payout.',
+            pill: 'blue',
+            pillLabel: 'Liability',
+            required: true,
+            options: liabilities
+          }
+        ]
+      },
+      {
+        key: 'expenses',
+        title: 'Expenses',
+        rows: [
+          {
+            controlName: 'interestExpenseGlId',
+            label: 'Interest Expense',
+            inputLabel: 'Interest expense account',
+            hint: 'What interest paid to the customers on this product costs the bank.',
+            pill: 'amber',
+            pillLabel: 'Expense',
+            required: true,
+            options: expenses
+          },
+          {
+            controlName: 'commissionExpenseGlId',
+            label: 'Agent Commission Expense',
+            inputLabel: 'Commission expense account',
+            hint: "Agents' commission on collecting for this product. An agent collecting for several products is shared out by what was collected for each.",
+            pill: 'amber',
+            pillLabel: 'Expense',
+            required: true,
+            options: expenses
+          }
+        ]
+      }
+    ];
+  }
+
   cancel(): void {
     this.backToList();
   }
 
   submit(): void {
     if (this.accountTypeForm.invalid) {
+      this.accountTypeForm.markAllAsTouched();
       return;
     }
     const raw = this.accountTypeForm.getRawValue();
     const payload = {
       ...raw,
-      // The posting day only applies while auto-posting is on; send nothing for it otherwise.
-      autoInterestPostDay:
-        raw.autoInterestPost && raw.autoInterestPostDay ? Number(raw.autoInterestPostDay) : undefined,
       // Sent as numbers, not the strings a text input yields - the backend reads them as decimals.
       interestRate: Number(raw.interestRate),
       prematureLockinMonths: Number(raw.prematureLockinMonths),

src/app/products/dds-account-types/dds-account-types.component.html

@@ -93,9 +93,7 @@
             <td mat-cell *matCellDef="let t">
               @if (t.autoInterestPost) {
                 {{ t.autoInterestPostWhen || 'Yes' }}
-                @if (t.autoInterestPostDay) {
+                <span class="pl-product-sub">period end</span>
-                  <span class="pl-product-sub">day {{ t.autoInterestPostDay }}</span>
-                }
               } @else {
                 No
               }
@@ -112,11 +110,22 @@
           <ng-container matColumnDef="actions">
             <th mat-header-cell *matHeaderCellDef class="num">Actions</th>
             <td mat-cell *matCellDef="let t" class="num">
+              <button
+                type="button"
+                class="pl-action-btn pl-action-btn--view"
+                [routerLink]="[t.id]"
+                (click)="$event.stopPropagation()"
+                matTooltip="View product details"
+              >
+                <fa-icon icon="eye"></fa-icon><span>View</span>
+              </button>
               <button
                 type="button"
                 class="pl-action-btn pl-action-btn--edit"
                 [routerLink]="[t.id, 'edit']"
+                (click)="$event.stopPropagation()"
                 matTooltip="Edit this account type"
+                *mifosxHasPermission="'UPDATE_DDSACCOUNTTYPE'"
               >
                 <fa-icon icon="edit"></fa-icon><span>Edit</span>
               </button>
@@ -124,7 +133,7 @@
           </ng-container>
 
           <tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
-          <tr mat-row *matRowDef="let row; columns: displayedColumns" class="pl-row"></tr>
+          <tr mat-row *matRowDef="let row; columns: displayedColumns" [routerLink]="[row.id]" class="pl-row"></tr>
         </table>
 
         @if (filteredCount === 0 && totalCount > 0) {

src/app/products/dds-account-types/view-dds-account-type/view-dds-account-type.component.html

@@ -0,0 +1,193 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="vsp-root vdt-page">
+  <button type="button" class="vdt-back" (click)="back()">
+    <fa-icon icon="arrow-left"></fa-icon>
+    <span>All DDS products</span>
+  </button>
+
+  @if (loading) {
+    <div class="vdt-state">Loading product…</div>
+  } @else if (notFound || !accountType) {
+    <div class="vdt-state">This DDS product could not be found.</div>
+  } @else {
+    <!-- HERO -->
+    <div class="vsp-hero">
+      <div class="vsp-hero-left">
+        <div class="vsp-hero-icon"><fa-icon icon="calendar-day"></fa-icon></div>
+        <div class="vsp-hero-text">
+          <div class="vsp-hero-eyebrow">DDS Product</div>
+          <h2 class="vsp-hero-title">{{ accountType.accountTypeDescription }}</h2>
+          <div class="vsp-hero-meta">
+            <span class="vsp-pill vsp-pill--code">{{ accountType.accountTypeCode }}</span>
+            @if (accountType.accountTypeGroup) {
+              <span class="vsp-pill vsp-pill--teal">{{ accountType.accountTypeGroup }}</span>
+            }
+            <span
+              class="vsp-pill"
+              [class.vsp-pill--green]="accountType.active"
+              [class.vsp-pill--amber]="!accountType.active"
+            >
+              <fa-icon [icon]="accountType.active ? 'check-circle' : 'times-circle'"></fa-icon>
+              {{ accountType.active ? 'Active' : 'Inactive' }}
+            </span>
+          </div>
+        </div>
+      </div>
+      <button
+        class="vsp-edit-btn"
+        type="button"
+        [routerLink]="['../', accountType.id, 'edit']"
+        *mifosxHasPermission="'UPDATE_DDSACCOUNTTYPE'"
+      >
+        <fa-icon icon="edit"></fa-icon>
+        <span>Edit</span>
+      </button>
+    </div>
+
+    <!-- DETAILS -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--blue"><fa-icon icon="info-circle"></fa-icon></div>
+        <h3>Details</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv">
+          <span class="vsp-k">Account Type Code</span>
+          <span class="vsp-v"
+            ><strong>{{ accountType.accountTypeCode }}</strong></span
+          >
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Account Type Group</span>
+          <span class="vsp-v">{{ accountType.accountTypeGroup || '—' }}</span>
+        </div>
+        <div class="vsp-kv vsp-kv--span">
+          <span class="vsp-k">Description</span>
+          <span class="vsp-v">{{ accountType.accountTypeDescription || '—' }}</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Created</span>
+          <span class="vsp-v">
+            {{ accountType.createdDate ? (accountType.createdDate | dateFormat: 'DD MMM YYYY, hh:mm A') : '—' }}
+          </span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Last Modified</span>
+          <span class="vsp-v">
+            {{
+              accountType.lastModifiedDate ? (accountType.lastModifiedDate | dateFormat: 'DD MMM YYYY, hh:mm A') : '—'
+            }}
+          </span>
+        </div>
+      </div>
+    </section>
+
+    <!-- INTEREST -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--green"><fa-icon icon="coins"></fa-icon></div>
+        <h3>Interest</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv">
+          <span class="vsp-k">Interest Rate</span>
+          <span class="vsp-v vsp-v--accent">{{ percent(accountType.interestRate) }}</span>
+          <span class="vdt-note">Worked out daily on the balance (rate ÷ 365)</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Auto Interest Post</span>
+          <span class="vsp-v">
+            <span
+              class="vsp-pill"
+              [class.vsp-pill--green]="accountType.autoInterestPost"
+              [class.vsp-pill--gray]="!accountType.autoInterestPost"
+            >
+              {{ accountType.autoInterestPost ? 'Yes' : 'No' }}
+            </span>
+          </span>
+        </div>
+        @if (accountType.autoInterestPost) {
+          <div class="vsp-kv">
+            <span class="vsp-k">Auto Interest Post When</span>
+            <span class="vsp-v">{{ accountType.autoInterestPostWhen || 'Monthly' }}</span>
+            <span class="vdt-note">Posts on the last day of each period</span>
+          </div>
+        }
+      </div>
+    </section>
+
+    <!-- MATURITY & PREMATURE CLOSURE -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--amber"><fa-icon icon="calendar-day"></fa-icon></div>
+        <h3>Maturity &amp; Premature Closure</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv">
+          <span class="vsp-k">Maturity Auto Close</span>
+          <span class="vsp-v">
+            <span
+              class="vsp-pill"
+              [class.vsp-pill--green]="accountType.maturityAutoClose"
+              [class.vsp-pill--gray]="!accountType.maturityAutoClose"
+            >
+              {{ accountType.maturityAutoClose ? 'Yes' : 'No' }}
+            </span>
+          </span>
+          <span class="vdt-note">Closes on the maturity date, if it names a savings account to be paid into</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Premature Lock-in</span>
+          <span class="vsp-v">{{ lockinLabel(accountType.prematureLockinMonths) }}</span>
+          <span class="vdt-note">Below this, early closure is refused outright</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Premature Interest Reduction</span>
+          <span class="vsp-v">{{ percent(accountType.prematureInterestReduction) }}</span>
+          <span class="vdt-note">Taken off the customer's rate when they bear the cost of closing early</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Agent Commission Penalty</span>
+          <span class="vsp-v">{{ percent(accountType.prematureAgentCommissionPenalty) }}</span>
+          <span class="vdt-note">Taken off the agent's commission on an early closure</span>
+        </div>
+      </div>
+    </section>
+
+    <!-- ACCOUNTING: the only ledger accounts DDS posts through for this product -->
+    <section class="vsp-section">
+      <div class="vsp-section-h">
+        <div class="vsp-section-ic vsp-section-ic--blue"><fa-icon icon="book"></fa-icon></div>
+        <h3>Accounting</h3>
+      </div>
+      <div class="vsp-grid">
+        <div class="vsp-kv">
+          <span class="vsp-k">DDS Customer Deposits (Liability)</span>
+          <span class="vsp-v">{{
+            glLabel(accountType.depositLiabilityGlCode, accountType.depositLiabilityGlName)
+          }}</span>
+          <span class="vdt-note">Credited on collection, debited on payout</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Interest Expense</span>
+          <span class="vsp-v">{{ glLabel(accountType.interestExpenseGlCode, accountType.interestExpenseGlName) }}</span>
+          <span class="vdt-note">Debited when interest is posted to customers</span>
+        </div>
+        <div class="vsp-kv">
+          <span class="vsp-k">Agent Commission Expense</span>
+          <span class="vsp-v">{{
+            glLabel(accountType.commissionExpenseGlCode, accountType.commissionExpenseGlName)
+          }}</span>
+          <span class="vdt-note">Debited with this product's share of agents' commission</span>
+        </div>
+      </div>
+    </section>
+  }
+</div>

src/app/products/dds-account-types/view-dds-account-type/view-dds-account-type.component.scss

@@ -0,0 +1,53 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// Only what the DDS view adds to the fixed deposit product sheet it shares: a way back to the
+// list, a line of explanation under a term, and a placeholder while the product loads.
+
+.vdt-page {
+  padding-top: 8px;
+}
+
+.vdt-back {
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  align-self: flex-start;
+  padding: 6px 12px;
+  border: 1px solid var(--vsp-g200);
+  border-radius: 8px;
+  background: #fff;
+  color: var(--vsp-g700);
+  font: inherit;
+  font-size: 12.5px;
+  font-weight: 600;
+  cursor: pointer;
+  transition:
+    background 0.15s,
+    color 0.15s;
+
+  &:hover {
+    background: var(--vsp-g100);
+    color: var(--vsp-g900);
+  }
+}
+
+.vdt-note {
+  font-size: 11.5px;
+  line-height: 1.4;
+  color: var(--vsp-g500);
+}
+
+.vdt-state {
+  padding: 48px 16px;
+  text-align: center;
+  color: var(--vsp-g500);
+  background: #fff;
+  border: 1px solid var(--vsp-g200);
+  border-radius: 12px;
+}

src/app/products/dds-account-types/view-dds-account-type/view-dds-account-type.component.ts

@@ -0,0 +1,88 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import { ActivatedRoute, Router, RouterLink } from '@angular/router';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+import { ProductsService } from 'app/products/products.service';
+
+/**
+ * A DDS product, read-only: the terms an account opened under it takes, laid out as the savings,
+ * fixed and recurring deposit product views lay theirs out - and drawn by the same stylesheet, so a
+ * checker or clerk reads every product the same way. Edit leads to the same form the list does.
+ */
+@Component({
+  selector: 'mifosx-view-dds-account-type',
+  templateUrl: './view-dds-account-type.component.html',
+  styleUrls: [
+    '../../fixed-deposit-products/view-fixed-deposit-product/fixed-deposit-general-tab/fixed-deposit-general-tab.component.scss',
+    './view-dds-account-type.component.scss'
+  ],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    RouterLink,
+    FaIconComponent
+  ]
+})
+export class ViewDdsAccountTypeComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private productsService = inject(ProductsService);
+
+  accountType: any = null;
+  loading = true;
+  notFound = false;
+
+  ngOnInit(): void {
+    const id = this.route.snapshot.paramMap.get('accountTypeId');
+    if (!id) {
+      this.router.navigate(['/products/dds-account-types']);
+      return;
+    }
+    this.productsService.getDdsAccountType(id).subscribe({
+      next: (accountType: any) => {
+        this.accountType = accountType;
+        this.loading = false;
+      },
+      error: () => {
+        this.loading = false;
+        this.notFound = true;
+      }
+    });
+  }
+
+  /** 12 → "12 months", 1 → "1 month", 0 → "None - may be closed from day one". */
+  lockinLabel(months: number | null | undefined): string {
+    if (months === null || months === undefined) {
+      return '—';
+    }
+    if (months === 0) {
+      return 'None - may be closed from day one';
+    }
+    return `${months} month${months === 1 ? '' : 's'}`;
+  }
+
+  /** A rate or percentage as typed, without the trailing zeros the database pads it with. */
+  percent(value: number | string | null | undefined): string {
+    if (value === null || value === undefined || value === '') {
+      return '—';
+    }
+    return `${Number(value)}%`;
+  }
+
+  /** A ledger account as "NAME (code)", or a plain "Not set" when the product names none. */
+  glLabel(code: string | null | undefined, name: string | null | undefined): string {
+    return code ? `${name} (${code})` : 'Not set';
+  }
+
+  back(): void {
+    this.router.navigate(['/products/dds-account-types']);
+  }
+}

src/app/products/products-routing.module.ts

@@ -32,6 +32,8 @@ import { RecurringDepositProductsComponent } from './recurring-deposit-products/
 import { ViewRecurringDepositProductComponent } from './recurring-deposit-products/view-recurring-deposit-product/view-recurring-deposit-product.component';
 import { DdsAccountTypesComponent } from './dds-account-types/dds-account-types.component';
 import { CreateDdsAccountTypeComponent } from './dds-account-types/create-dds-account-type/create-dds-account-type.component';
+import { ViewDdsAccountTypeComponent } from './dds-account-types/view-dds-account-type/view-dds-account-type.component';
+import { CommissionSlabMasterComponent } from './commission-slab-master/commission-slab-master.component';
 import { ChargesComponent } from './charges/charges.component';
 import { ViewChargeComponent } from './charges/view-charge/view-charge.component';
 import { CreateChargeComponent } from './charges/create-charge/create-charge.component';
@@ -739,6 +741,11 @@ const routes: Routes = [
             }
           ]
         },
+        {
+          path: 'commission-slab-master',
+          component: CommissionSlabMasterComponent,
+          data: { title: 'Commission Slab Master', breadcrumb: 'Commission Slab Master' }
+        },
         {
           path: 'dds-account-types',
           data: { title: 'DDS Product', breadcrumb: 'DDS Product' },
@@ -756,6 +763,12 @@ const routes: Routes = [
               path: ':accountTypeId/edit',
               component: CreateDdsAccountTypeComponent,
               data: { title: 'Edit DDS Product', breadcrumb: 'Edit', routeParamBreadcrumb: false }
+            },
+            {
+              // After 'create', so that word is never read as a product id.
+              path: ':accountTypeId',
+              component: ViewDdsAccountTypeComponent,
+              data: { title: 'View DDS Product', breadcrumb: 'View', routeParamBreadcrumb: false }
             }
           ]
         },

src/app/products/products.component.html

@@ -153,6 +153,19 @@
       </a>
     </div>
 
+    <div #commissionSlabMaster>
+      <a class="pd-card" [routerLink]="['commission-slab-master']" *mifosxHasPermission="'READ_COMMISSIONSLAB'">
+        <div class="pd-card__icon pd-card__icon--teal">
+          <i class="fas fa-percentage"></i>
+        </div>
+        <div class="pd-card__body">
+          <h3 class="pd-card__title">Commission Slab Master</h3>
+          <p class="pd-card__desc">DDS agent commission chart - a percentage on each agent's collection volume</p>
+        </div>
+        <i class="fas fa-chevron-right pd-card__arrow"></i>
+      </a>
+    </div>
+
     <a class="pd-card" [routerLink]="['products-mix']" *mifosxHasPermission="'READ_PRODUCTMIX'">
       <div class="pd-card__icon pd-card__icon--indigo">
         <i class="fas fa-random"></i>

src/app/shared/customer-search-dialog/customer-search-dialog.component.ts

@@ -37,10 +37,24 @@ export interface CustomerSearchDialogData {
    * need one; a screen that only needs the customer (cash exchange) passes false.
    */
   requireAccount?: boolean;
+  /**
+   * Whether each customer is listed once. The search returns a row per account, which an account
+   * screen wants; a screen that is choosing the customer itself (an agent, a guarantor) wants each
+   * person once however many accounts they hold.
+   */
+  uniqueCustomers?: boolean;
+  /**
+   * What the caller had already typed, to search for on opening. All digits is read as a client ID,
+   * or a mobile number once it is as long as one; anything else is a name.
+   */
+  prefill?: string;
 }
 
 type AccountTypeKey = 'savings' | 'current' | 'fixedDeposit' | 'recurringDeposit';
 
+/** An Indian mobile number is ten digits; a client ID is never that long. */
+const MOBILE_NUMBER_LENGTH = 10;
+
 @Component({
   selector: 'mifosx-customer-search-dialog',
   standalone: true,
@@ -77,6 +91,19 @@ type AccountTypeKey = 'savings' | 'current' | 'fixedDeposit' | 'recurringDeposit
     <mat-dialog-content class="csd-content">
       <form [formGroup]="form" class="csd-form" (keydown.enter)="onEnter($event)">
         <div class="csd-grid">
+          <mat-form-field appearance="outline" subscriptSizing="dynamic" class="csd-field">
+            <mat-label>Client ID</mat-label>
+            <mat-icon matPrefix>badge</mat-icon>
+            <input
+              matInput
+              formControlName="clientId"
+              placeholder="Client ID"
+              inputmode="numeric"
+              autocomplete="off"
+              (input)="digitsOnly('clientId')"
+            />
+          </mat-form-field>
+
           <mat-form-field appearance="outline" subscriptSizing="dynamic" class="csd-field csd-field--name">
             <mat-label>Name</mat-label>
             <mat-icon matPrefix>person</mat-icon>
@@ -84,6 +111,20 @@ type AccountTypeKey = 'savings' | 'current' | 'fixedDeposit' | 'recurringDeposit
           </mat-form-field>
 
           <mat-form-field appearance="outline" subscriptSizing="dynamic" class="csd-field">
+            <mat-label>Mobile Number</mat-label>
+            <mat-icon matPrefix>call</mat-icon>
+            <input
+              matInput
+              formControlName="mobileNo"
+              placeholder="Mobile number"
+              maxlength="10"
+              inputmode="numeric"
+              autocomplete="off"
+              (input)="digitsOnly('mobileNo')"
+            />
+          </mat-form-field>
+
+          <mat-form-field appearance="outline" subscriptSizing="dynamic" class="csd-field csd-field--wide">
             <mat-label>Account Number</mat-label>
             <mat-icon matPrefix>account_balance_wallet</mat-icon>
             <input matInput formControlName="accountNumber" placeholder="Any account" autocomplete="off" />
@@ -266,12 +307,13 @@ type AccountTypeKey = 'savings' | 'current' | 'fixedDeposit' | 'recurringDeposit
         width: 100%;
       }
 
-      .csd-field--name {
+      .csd-field--name,
+      .csd-field--wide {
         grid-column: span 2;
       }
 
       .csd-field--address {
-        grid-column: span 3;
+        grid-column: 1 / -1;
       }
 
       .csd-upper {
@@ -522,6 +564,7 @@ type AccountTypeKey = 'savings' | 'current' | 'fixedDeposit' | 'recurringDeposit
         }
 
         .csd-field--name,
+        .csd-field--wide,
         .csd-field--address {
           grid-column: span 1;
         }
@@ -550,7 +593,9 @@ export class CustomerSearchDialogComponent implements OnInit {
 
   ngOnInit(): void {
     this.form = this.fb.group({
+      clientId: [''],
       name: [''],
+      mobileNo: [''],
       accountNumber: [''],
       aadhaarNumber: [''],
       panNumber: [''],
@@ -560,6 +605,36 @@ export class CustomerSearchDialogComponent implements OnInit {
       fixedDeposit: [false],
       recurringDeposit: [false]
     });
+
+    // What the caller had typed already is searched for straight away, so opening the dialog from a
+    // half-filled field does not mean typing it a second time.
+    const typed = (this.data?.prefill ?? '').trim();
+    if (typed) {
+      const field = this.fieldFor(typed);
+      this.form.get(field)?.setValue(typed);
+      this.onSearch();
+    }
+  }
+
+  /**
+   * Which field something typed belongs in. Digits alone are a client ID - they are short - until
+   * they are as long as a mobile number, and anything with letters in it is a name.
+   */
+  private fieldFor(typed: string): 'clientId' | 'mobileNo' | 'name' {
+    if (!/^\d+$/.test(typed)) {
+      return 'name';
+    }
+    return typed.length >= MOBILE_NUMBER_LENGTH ? 'mobileNo' : 'clientId';
+  }
+
+  /** Keeps a numeric field to digits however it was filled - typed, pasted or dropped. */
+  digitsOnly(name: string): void {
+    const control = this.form.get(name);
+    const value = String(control?.value ?? '');
+    const digits = value.replace(/\D/g, '');
+    if (value !== digits) {
+      control?.setValue(digits, { emitEvent: false });
+    }
   }
 
   /** The account screens need an account to open; a caller that only needs the customer opts out. */
@@ -627,14 +702,25 @@ export class CustomerSearchDialogComponent implements OnInit {
     if (v.fixedDeposit) accountTypes.push('FIXED_DEPOSIT');
     if (v.recurringDeposit) accountTypes.push('RECURRING_DEPOSIT');
 
-    if (!v.name && !v.accountNumber && !v.aadhaarNumber && !v.panNumber && !v.address && accountTypes.length === 0) {
+    if (
+      !v.clientId &&
+      !v.name &&
+      !v.mobileNo &&
+      !v.accountNumber &&
+      !v.aadhaarNumber &&
+      !v.panNumber &&
+      !v.address &&
+      accountTypes.length === 0
+    ) {
       this.snackBar.open('Enter at least one search field, or check an account type.', 'Close', { duration: 3000 });
       return;
     }
 
     this.loading = true;
     let params = new HttpParams();
+    if (v.clientId) params = params.set('clientId', v.clientId);
     if (v.name) params = params.set('name', v.name);
+    if (v.mobileNo) params = params.set('mobileNo', v.mobileNo);
     if (v.accountNumber) params = params.set('accountNumber', v.accountNumber);
     if (v.aadhaarNumber) params = params.set('aadhaarNumber', v.aadhaarNumber);
     if (v.panNumber) params = params.set('panNumber', v.panNumber);
@@ -643,7 +729,7 @@ export class CustomerSearchDialogComponent implements OnInit {
 
     this.http.get<CustomerSearchResult[]>('/customer-search', { params }).subscribe({
       next: (data) => {
-        this.results = data || [];
+        this.results = this.data?.uniqueCustomers ? this.onePerCustomer(data || []) : data || [];
         this.searched = true;
         this.loading = false;
       },
@@ -654,9 +740,17 @@ export class CustomerSearchDialogComponent implements OnInit {
     });
   }
 
+  /** The search answers per account; one row per customer is the first of each person's rows. */
+  private onePerCustomer(rows: CustomerSearchResult[]): CustomerSearchResult[] {
+    const seen = new Set<number>();
+    return rows.filter((row) => !seen.has(row.clientId) && !!seen.add(row.clientId));
+  }
+
   onClear(): void {
     this.form.reset({
+      clientId: '',
       name: '',
+      mobileNo: '',
       accountNumber: '',
       aadhaarNumber: '',
       panNumber: '',

src/app/tasks/checker-inbox-and-tasks-tabs/agent-approvals/agent-approvals.component.html

@@ -0,0 +1,125 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="psp-tab-content">
+  @if (dataSource.data.length > 0) {
+    <div class="psp-action-bar">
+      <mat-form-field appearance="outline" class="psp-search-field">
+        <mat-icon matPrefix>search</mat-icon>
+        <input
+          #filterInput
+          matInput
+          placeholder="Search by agent, client, branch or account"
+          (keyup)="applyFilter(filterInput.value)"
+        />
+      </mat-form-field>
+    </div>
+
+    <div class="table-container">
+      <table mat-table [dataSource]="dataSource" class="modern-table">
+        <ng-container matColumnDef="request">
+          <th mat-header-cell *matHeaderCellDef>Request</th>
+          <td mat-cell *matCellDef="let row">
+            <span class="status-badge status-badge--action" [class.status-badge--delete]="row.action === 'CLOSE'">{{
+              requestLabel(row)
+            }}</span>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="agent">
+          <th mat-header-cell *matHeaderCellDef>Agent</th>
+          <td mat-cell *matCellDef="let row">
+            <strong>{{ row.agentName || '—' }}</strong>
+            <!-- A new agent has no code until it is approved. -->
+            <div class="cell-mono">{{ row.agentCode || 'Code on approval' }}</div>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="client">
+          <th mat-header-cell *matHeaderCellDef>Client</th>
+          <td mat-cell *matCellDef="let row">{{ row.clientName || '—' }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="branch">
+          <th mat-header-cell *matHeaderCellDef>Branch</th>
+          <td mat-cell *matCellDef="let row">{{ row.officeName || '—' }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="savingAccount">
+          <th mat-header-cell *matHeaderCellDef>Saving A/C</th>
+          <td mat-cell *matCellDef="let row" class="cell-mono">{{ row.savingAccountNo || '—' }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="guarantors">
+          <th mat-header-cell *matHeaderCellDef>Guarantors</th>
+          <td mat-cell *matCellDef="let row">{{ row.guarantorCount ?? 0 }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="maker">
+          <th mat-header-cell *matHeaderCellDef>Submitted By</th>
+          <td mat-cell *matCellDef="let row">{{ row.makerName || row.maker }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="madeOn">
+          <th mat-header-cell *matHeaderCellDef>Submitted On</th>
+          <td mat-cell *matCellDef="let row">{{ formatDate(row.submittedOn) }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="status">
+          <th mat-header-cell *matHeaderCellDef>Status</th>
+          <td mat-cell *matCellDef="let row">
+            <span class="status-badge status-badge--pending">{{ row.status }}</span>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th mat-header-cell *matHeaderCellDef>Actions</th>
+          <td mat-cell *matCellDef="let row">
+            <div class="aa-actions">
+              <button mat-stroked-button class="psp-btn psp-btn-view" (click)="view(row)">
+                <fa-icon icon="eye" class="m-r-10"></fa-icon>View
+              </button>
+              <!-- Not offered to whoever made the request - another user with checker rights has to act. -->
+              <button
+                mat-stroked-button
+                class="psp-btn psp-btn-approve"
+                [disabled]="!canAct(row)"
+                [title]="isMine(row) ? 'You made this request, so another user has to approve it' : ''"
+                (click)="approve(row)"
+              >
+                <fa-icon icon="check" class="m-r-10"></fa-icon>Approve
+              </button>
+              <button
+                mat-stroked-button
+                class="psp-btn psp-btn-reject"
+                [disabled]="!canAct(row)"
+                [title]="isMine(row) ? 'You made this request, so another user has to reject it' : ''"
+                (click)="reject(row)"
+              >
+                <fa-icon icon="ban" class="m-r-10"></fa-icon>Reject
+              </button>
+            </div>
+          </td>
+        </ng-container>
+
+        <tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
+        <tr mat-row *matRowDef="let row; columns: displayedColumns" class="table-row"></tr>
+      </table>
+    </div>
+  } @else if (loading) {
+    <div class="empty-state">
+      <p class="empty-title">Loading agent requests…</p>
+    </div>
+  } @else {
+    <div class="empty-state">
+      <fa-icon icon="user-tie" class="empty-icon"></fa-icon>
+      <p class="empty-title">No agent requests waiting</p>
+      <p class="empty-text">There are no agents awaiting approval at this time.</p>
+    </div>
+  }
+</div>

src/app/tasks/checker-inbox-and-tasks-tabs/agent-approvals/agent-approvals.component.scss

@@ -0,0 +1,30 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+// What the Agent Approval tab adds to the Product Approval sheet it shares.
+
+// View, Approve and Reject sit on one line: the column takes the width its buttons need and the
+// other columns - whose names and addresses can wrap - give way.
+.aa-actions {
+  display: flex;
+  flex-wrap: nowrap;
+  align-items: center;
+  gap: 6px;
+  white-space: nowrap;
+
+  .psp-btn {
+    flex: 0 0 auto;
+    margin-right: 0;
+  }
+}
+
+th.mat-column-actions,
+td.mat-column-actions {
+  width: 1%;
+  white-space: nowrap;
+}

src/app/tasks/checker-inbox-and-tasks-tabs/agent-approvals/agent-approvals.component.ts

@@ -0,0 +1,175 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Component, OnInit, inject } from '@angular/core';
+import {
+  MatTableDataSource,
+  MatTable,
+  MatColumnDef,
+  MatHeaderCellDef,
+  MatHeaderCell,
+  MatCellDef,
+  MatCell,
+  MatHeaderRowDef,
+  MatHeaderRow,
+  MatRowDef,
+  MatRow
+} from '@angular/material/table';
+import { MatDialog } from '@angular/material/dialog';
+import { MatIcon } from '@angular/material/icon';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { of } from 'rxjs';
+import { catchError } from 'rxjs/operators';
+
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { OrganizationService } from 'app/organization/organization.service';
+import { AuthenticationService } from 'app/core/authentication/authentication.service';
+import { DdsApprovalReviewComponent } from 'app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component';
+import { ddsMadeOn } from '../../product-entities';
+
+/**
+ * Approvals › Agent Approval: every DDS agent request waiting on a checker - an agent being opened,
+ * changed or closed.
+ *
+ * An agent has no voucher and no amount, so the money columns of DDS Approvals say nothing about one.
+ * This lists them by what identifies an agent - who they are, which branch, which savings account the
+ * commission goes into, how many guarantors - and opens the same review the DDS queue uses, which
+ * shows the agent and their guarantors in full and approves or rejects through the DDS queue.
+ */
+@Component({
+  selector: 'mifosx-agent-approvals',
+  templateUrl: './agent-approvals.component.html',
+  // The same look as Product Approval, so the tabs of this screen read alike.
+  styleUrls: [
+    '../pending-savings-products/pending-savings-products.component.scss',
+    './agent-approvals.component.scss'
+  ],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    FaIconComponent,
+    MatTable,
+    MatColumnDef,
+    MatHeaderCellDef,
+    MatHeaderCell,
+    MatCellDef,
+    MatCell,
+    MatHeaderRowDef,
+    MatHeaderRow,
+    MatRowDef,
+    MatRow,
+    MatIcon
+  ]
+})
+export class AgentApprovalsComponent implements OnInit {
+  private organizationService = inject(OrganizationService);
+  private authenticationService = inject(AuthenticationService);
+  private dialog = inject(MatDialog);
+
+  private readonly currentUserId = this.authenticationService.getCredentials()?.userId;
+
+  dataSource = new MatTableDataSource<any>([]);
+  loading = true;
+
+  displayedColumns: string[] = [
+    'request',
+    'agent',
+    'client',
+    'branch',
+    'savingAccount',
+    'guarantors',
+    'maker',
+    'madeOn',
+    'status',
+    'actions'
+  ];
+
+  ngOnInit(): void {
+    this.dataSource.filterPredicate = (row: any, filter: string) =>
+      [
+        row.agentName,
+        row.agentCode,
+        row.clientName,
+        row.officeName,
+        row.savingAccountNo,
+        row.type,
+        row.maker,
+        row.makerName
+      ]
+        .filter(Boolean)
+        .join(' ')
+        .toLowerCase()
+        .includes(filter);
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.organizationService
+      .getDdsApprovals('PENDING')
+      .pipe(catchError(() => of([])))
+      .subscribe((rows: any) => {
+        const agents = (Array.isArray(rows) ? rows : []).filter((row: any) => row?.entity === 'AGENT');
+        this.dataSource.data = agents.map((row: any) => ({ ...row, submittedOn: ddsMadeOn(row.madeOn) }));
+        this.loading = false;
+      });
+  }
+
+  applyFilter(value: string = ''): void {
+    this.dataSource.filter = value.trim().toLowerCase();
+  }
+
+  /** What the request is, as the badge reads it. */
+  requestLabel(row: any): string {
+    return row.action === 'CREATE' ? 'New' : row.action === 'CLOSE' ? 'Close' : 'Edit';
+  }
+
+  isMine(row: any): boolean {
+    return !!this.currentUserId && Number(row.makerId) === Number(this.currentUserId);
+  }
+
+  formatDate(date: Date | null): string {
+    return date ? date.toLocaleString('en-IN') : '';
+  }
+
+  /** Opens the agent in full - the client, address, branch, accounts and guarantors the request carries. */
+  view(row: any): void {
+    this.dialog
+      .open(DdsApprovalReviewComponent, {
+        data: { entry: row, currentUserId: this.currentUserId },
+        autoFocus: false
+      })
+      .afterClosed()
+      .subscribe((done: boolean) => {
+        if (done) {
+          this.load();
+        }
+      });
+  }
+
+  /**
+   * Whether this user may approve or reject the request. It is the same act the review and DDS
+   * Approvals perform, through the DDS queue, which refuses whoever made the request - so it is not
+   * offered to them here either.
+   */
+  canAct(row: any): boolean {
+    return !this.isMine(row);
+  }
+
+  /**
+   * Approve and Reject open the agent in full rather than acting at once: a request is never actioned
+   * without its client, address, branch, accounts and guarantors on screen. The review carries the
+   * Approve and Reject buttons, and asks before rejecting.
+   */
+  approve(row: any): void {
+    this.view(row);
+  }
+
+  reject(row: any): void {
+    this.view(row);
+  }
+}

src/app/tasks/checker-inbox-and-tasks-tabs/checker-inbox/checker-inbox.component.ts

@@ -40,7 +40,7 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { MatCheckbox } from '@angular/material/checkbox';
 import { DateFormatPipe } from '../../../pipes/date-format.pipe';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { isProductEntity, isTempTableAccountEdit } from '../../product-entities';
+import { isDdsRoutedRequest, isProductEntity, isTempTableAccountEdit } from '../../product-entities';
 
 @Component({
   selector: 'mifosx-checker-inbox',
@@ -118,7 +118,11 @@ export class CheckerInboxComponent implements OnInit {
    */
   private excludeRoutedElsewhere(items: any[]): any[] {
     return (items || []).filter(
-      (item: any) => !isProductEntity(item?.entityName) && !isTempTableAccountEdit(item?.entityName, item?.actionName)
+      (item: any) =>
+        !isProductEntity(item?.entityName) &&
+        !isTempTableAccountEdit(item?.entityName, item?.actionName) &&
+        // DDS product and account requests are listed under Product Approval and Pending Account.
+        !isDdsRoutedRequest(item?.entityName, item?.actionName)
     );
   }
 

src/app/tasks/checker-inbox-and-tasks-tabs/pending-account/pending-account.component.html

@@ -61,7 +61,10 @@
 
         <ng-container matColumnDef="accountNo">
           <th mat-header-cell *matHeaderCellDef>Account No</th>
-          <td mat-cell *matCellDef="let account" class="cell-mono">{{ account.accountNo }}</td>
+          <!-- A new DDS account has no number until it is approved. -->
+          <td mat-cell *matCellDef="let account" class="cell-mono">
+            {{ account.accountNo || (account.source === 'DDS' ? 'On approval' : '') }}
+          </td>
         </ng-container>
 
         <ng-container matColumnDef="clientName">

src/app/tasks/checker-inbox-and-tasks-tabs/pending-account/pending-account.component.ts

@@ -35,6 +35,9 @@ import { FormDialogComponent } from 'app/shared/form-dialog/form-dialog.componen
 import { FormfieldBase } from 'app/shared/form-dialog/formfield/model/formfield-base';
 import { DatepickerBase } from 'app/shared/form-dialog/formfield/model/datepicker-base';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { OrganizationService } from 'app/organization/organization.service';
+import { AuthenticationService } from 'app/core/authentication/authentication.service';
+import { DdsApprovalReviewComponent } from 'app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component';
 
 @Component({
   selector: 'mifosx-pending-account',
@@ -64,6 +67,8 @@ export class PendingAccountComponent {
   private dateUtils = inject(Dates);
   private settingsService = inject(SettingsService);
   private tasksService = inject(TasksService);
+  private organizationService = inject(OrganizationService);
+  private authenticationService = inject(AuthenticationService);
 
   dataSource: MatTableDataSource<any>;
   selection: SelectionModel<any>;
@@ -110,7 +115,27 @@ export class PendingAccountComponent {
     this.dataSource.filter = filterValue.trim().toLowerCase();
   }
 
+  /** A DDS account opening or edit, which waits in - and is actioned through - the DDS approval queue. */
+  private isDds(account: any): boolean {
+    return account?.source === 'DDS';
+  }
+
   navigateToAccount(account: any): void {
+    if (this.isDds(account)) {
+      // A new DDS account has no page until it is approved, so it opens the DDS review instead.
+      this.dialog
+        .open(DdsApprovalReviewComponent, {
+          data: { entry: account.ddsEntry, currentUserId: this.authenticationService.getCredentials()?.userId },
+          autoFocus: false
+        })
+        .afterClosed()
+        .subscribe((done: boolean) => {
+          if (done) {
+            this.reload();
+          }
+        });
+      return;
+    }
     const clientId = account.clientId;
     const accountId = account.id;
     const depositTypeId = account.depositType?.id;
@@ -190,7 +215,9 @@ export class PendingAccountComponent {
     selected.forEach((account: any) => {
       const depositTypeId = account.depositType?.id;
       let reject$;
-      if (account.accountType === 'Current') {
+      if (this.isDds(account)) {
+        reject$ = this.organizationService.actOnDdsApproval(account.id, 'reject');
+      } else if (account.accountType === 'Current') {
         reject$ = this.tasksService.rejectCurrentAccount(account.id, payload);
       } else if (depositTypeId === 200) {
         reject$ = this.tasksService.rejectFDAccount(account.id, payload);
@@ -223,6 +250,10 @@ export class PendingAccountComponent {
    * approving from inside an individual account (see e.g. ApproveSavingsAccountComponent).
    */
   private approveAndActivate$(account: any, approvedOnDate: string, dateFormat: string, locale: string) {
+    // A DDS account opens active once its request is approved; there is no separate activation step.
+    if (this.isDds(account)) {
+      return this.organizationService.actOnDdsApproval(account.id, 'approve');
+    }
     const approvePayload = { approvedOnDate, dateFormat, locale };
     const activatePayload = { activatedOnDate: approvedOnDate, dateFormat, locale };
     const depositTypeId = account.depositType?.id;

src/app/tasks/checker-inbox-and-tasks-tabs/pending-savings-products/pending-savings-products.component.ts

@@ -35,6 +35,8 @@ import { FormfieldBase } from 'app/shared/form-dialog/formfield/model/formfield-
 import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { productTypeDisplayLabel } from '../../product-entities';
+import { AuthenticationService } from 'app/core/authentication/authentication.service';
+import { DdsApprovalReviewComponent } from 'app/deposits/dds-approvals/dds-approval-review/dds-approval-review.component';
 
 @Component({
   selector: 'mifosx-pending-savings-products',
@@ -62,6 +64,7 @@ export class PendingSavingsProductsComponent {
   private dialog = inject(MatDialog);
   private productsService = inject(ProductsService);
   private tasksService = inject(TasksService);
+  private authenticationService = inject(AuthenticationService);
 
   dataSource: MatTableDataSource<any>;
   showData = false;
@@ -173,6 +176,10 @@ export class PendingSavingsProductsComponent {
    * renders the submitted payload and can action the entry itself.
    */
   viewDiff(row: any): void {
+    if (this.isDds(row)) {
+      this.openDdsReview(row);
+      return;
+    }
     if (!this.isPendingEdit(row)) {
       this.dialog
         .open(ViewCheckerInboxComponent, {
@@ -212,7 +219,35 @@ export class PendingSavingsProductsComponent {
     this.loadingDiffFor = null;
   }
 
+  /** A DDS product request, which is read and actioned through the DDS approval queue. */
+  isDds(row: any): boolean {
+    return row?.source === 'DDS';
+  }
+
+  /**
+   * The DDS review shows the product's terms - against today's on an edit - and approves or rejects
+   * it there, refusing the maker as the DDS queue does. Approve and Reject on the row open it too, so
+   * a DDS product is never actioned without its terms on screen.
+   */
+  private openDdsReview(row: any): void {
+    this.dialog
+      .open(DdsApprovalReviewComponent, {
+        data: { entry: row.ddsEntry, currentUserId: this.authenticationService.getCredentials()?.userId },
+        autoFocus: false
+      })
+      .afterClosed()
+      .subscribe((done: boolean) => {
+        if (done) {
+          this.reload();
+        }
+      });
+  }
+
   approve(row: any): void {
+    if (this.isDds(row)) {
+      this.openDdsReview(row);
+      return;
+    }
     const isEdit = this.isPendingEdit(row);
     const dialogRef = this.dialog.open(ConfirmationDialogComponent, {
       data: {
@@ -234,6 +269,10 @@ export class PendingSavingsProductsComponent {
   }
 
   reject(row: any): void {
+    if (this.isDds(row)) {
+      this.openDdsReview(row);
+      return;
+    }
     if (!this.isPendingEdit(row)) {
       // The native /makercheckers reject endpoint takes no payload, so there is nowhere to store a
       // reason - ask for plain confirmation rather than collecting text that would be discarded.

src/app/tasks/checker-inbox-and-tasks/checker-inbox-and-tasks.component.html

@@ -271,6 +271,13 @@
         <span class="ac-tab__count" title="Waiting for action">{{ count('dds-approvals') }}</span>
       }
     </a>
+    <a class="ac-tab" routerLink="./agent-approvals" routerLinkActive="ac-tab--active">
+      <fa-icon icon="user-tie" class="ac-tab__ic"></fa-icon>
+      <span>Agent Approval</span>
+      @if (count('agent-approvals')) {
+        <span class="ac-tab__count" title="Waiting for action">{{ count('agent-approvals') }}</span>
+      }
+    </a>
     <a
       class="ac-tab"
       routerLink="./chequebook-requests"

src/app/tasks/common-resolvers/getPendingAccounts.resolver.ts

@@ -10,17 +10,21 @@ import { Injectable, inject } from '@angular/core';
 import { Resolve } from '@angular/router';
 import { Observable, forkJoin, of } from 'rxjs';
 import { map, catchError } from 'rxjs/operators';
+import { OrganizationService } from 'app/organization/organization.service';
 import { TasksService } from '../tasks.service';
+import { ddsMadeOn, isDdsAccountEntry } from '../product-entities';
 
 @Injectable()
 export class GetPendingAccounts implements Resolve<any> {
   private tasksService = inject(TasksService);
+  private organizationService = inject(OrganizationService);
 
   resolve(): Observable<any> {
     return forkJoin({
       savings: this.tasksService.getPendingSavingsAccounts().pipe(catchError(() => of({ pageItems: [] }))),
       current: this.tasksService.getPendingCurrentAccounts().pipe(catchError(() => of([]))),
-      offices: this.tasksService.getAllOffices().pipe(catchError(() => of([])))
+      offices: this.tasksService.getAllOffices().pipe(catchError(() => of([]))),
+      dds: this.organizationService.getDdsApprovals('PENDING').pipe(catchError(() => of([])))
     }).pipe(
       map((results) => {
         const officeMap: Record<number, string> = {};
@@ -39,9 +43,34 @@ export class GetPendingAccounts implements Resolve<any> {
           (a: any) => ({ ...a, accountType: 'Current' })
         );
 
+        /*
+         * DDS account openings and edits wait in the DDS approval queue rather than as submitted
+         * accounts, so they are laid onto the same columns here. The status filter in the component
+         * reads status.id 100, which these carry so they are kept like any other pending account.
+         */
+        const ddsItems = (Array.isArray(results.dds) ? results.dds : [])
+          .filter((entry: any) => isDdsAccountEntry(entry))
+          .map((entry: any) => ({
+            id: entry.id,
+            source: 'DDS',
+            ddsEntry: entry,
+            accountNo: entry.accountNo || '',
+            clientName: entry.clientName || entry.details,
+            productName: entry.productName,
+            accountType: entry.action === 'UPDATE' ? 'DDS · Edit' : 'DDS',
+            officeName: entry.officeName || '',
+            fieldOfficerName: entry.agentName || '',
+            timeline: { submittedOnDate: ddsMadeOn(entry.madeOn) },
+            status: {
+              id: 100,
+              value: entry.action === 'UPDATE' ? 'Edit pending approval' : 'Submitted and pending approval'
+            }
+          }));
+
         return { pageItems: [
             ...savingsItems,
-            ...currentItems
+            ...currentItems,
+            ...ddsItems
           ] };
       })
     );

src/app/tasks/common-resolvers/getPendingSavingsProducts.resolver.ts

@@ -11,8 +11,15 @@ import { Resolve } from '@angular/router';
 import { Observable, forkJoin, of } from 'rxjs';
 import { catchError, map } from 'rxjs/operators';
 import { ProductsService } from 'app/products/products.service';
+import { OrganizationService } from 'app/organization/organization.service';
 import { TasksService } from '../tasks.service';
-import { isProductEntity, isTempTableProductEdit, PRODUCT_ENTITY_TYPE_LABEL } from '../product-entities';
+import {
+  ddsMadeOn,
+  isDdsProductEntry,
+  isProductEntity,
+  isTempTableProductEdit,
+  PRODUCT_ENTITY_TYPE_LABEL
+} from '../product-entities';
 
 /**
  * Builds the Approvals -> Product Approval list from the two pending-request sources the platform
@@ -32,6 +39,7 @@ import { isProductEntity, isTempTableProductEdit, PRODUCT_ENTITY_TYPE_LABEL } fr
 export class GetPendingSavingsProducts implements Resolve<any> {
   private productsService = inject(ProductsService);
   private tasksService = inject(TasksService);
+  private organizationService = inject(OrganizationService);
 
   resolve(): Observable<any> {
     return forkJoin({
@@ -42,7 +50,8 @@ export class GetPendingSavingsProducts implements Resolve<any> {
       rd: this.productsService.getPendingRecurringDepositProductEdits().pipe(catchError(() => of([]))),
       // includeJson so a CREATE row - which has no resourceId, and therefore no product to look up -
       // can still show the submitted product name.
-      makerChecker: this.tasksService.getMakerCheckerData({ includeJson: true }).pipe(catchError(() => of([])))
+      makerChecker: this.tasksService.getMakerCheckerData({ includeJson: true }).pipe(catchError(() => of([]))),
+      dds: this.organizationService.getDdsApprovals('PENDING').pipe(catchError(() => of([])))
     }).pipe(
       map((results) => [
         ...this.asEditRows(results.savings, 'SAVINGS'),
@@ -50,11 +59,31 @@ export class GetPendingSavingsProducts implements Resolve<any> {
         ...this.asEditRows(results.share, 'SHARE'),
         ...this.asEditRows(results.fd, 'FD'),
         ...this.asEditRows(results.rd, 'RD'),
-        ...this.asMakerCheckerRows(results.makerChecker)
+        ...this.asMakerCheckerRows(results.makerChecker),
+        ...this.asDdsRows(results.dds)
       ])
     );
   }
 
+  /** DDS product requests, from the DDS queue - which is also how they are viewed and actioned. */
+  private asDdsRows(entries: any): any[] {
+    return (Array.isArray(entries) ? entries : [])
+      .filter((entry: any) => isDdsProductEntry(entry))
+      .map((entry: any) => ({
+        id: entry.id,
+        source: 'DDS',
+        entityName: entry.entity,
+        actionName: entry.action,
+        productType: 'DDS',
+        savingsProductId: entry.resourceId ?? null,
+        savingsProductName: entry.details || entry.type,
+        makerUsername: entry.maker,
+        createdOn: ddsMadeOn(entry.madeOn),
+        status: 'PENDING',
+        ddsEntry: entry
+      }));
+  }
+
   /** Staged product edits, unchanged apart from the source/action tags the merged table needs. */
   private asEditRows(edits: any[], productType: string): any[] {
     return (edits || []).map((edit: any) => ({

src/app/tasks/product-entities.ts

@@ -56,6 +56,53 @@ export const TEMP_TABLE_ACCOUNT_ENTITIES: readonly string[] = [
   'CURRENTACCOUNT'
 ];
 
+/**
+ * DDS keeps its own approval queue (/dds/approvals), which also describes each entry in the clerk's
+ * terms. Its product and account requests are listed in Product Approval and Pending Account as well,
+ * so a checker finds them where every other product and account waits - but they are read from, and
+ * actioned through, that DDS queue rather than /makercheckers.
+ */
+export function isDdsProductEntry(entry: any): boolean {
+  return isDdsRoutedRequest(entry?.entity, entry?.action) && entry?.entity === 'DDSACCOUNTTYPE';
+}
+
+export function isDdsAccountEntry(entry: any): boolean {
+  return isDdsRoutedRequest(entry?.entity, entry?.action) && entry?.entity === 'PARTY';
+}
+
+/**
+ * Whether a command is a DDS product or DDS account create/edit - one listed under Product Approval or
+ * Pending Account, and so left out of DDS Approvals and the Checker Inbox, which would otherwise show
+ * the same request a second and third time.
+ */
+export function isDdsRoutedRequest(
+  entityName: string | undefined | null,
+  actionName: string | undefined | null
+): boolean {
+  const entity = (entityName ?? '').toUpperCase();
+  // An agent request of any kind waits under Agent Approval: an agent has no voucher and no amount,
+  // so the money columns of DDS Approvals say nothing about one.
+  if (entity === 'AGENT') {
+    return true;
+  }
+  return [
+      'DDSACCOUNTTYPE',
+      'PARTY'
+    ].includes(entity) && [
+      'CREATE',
+      'UPDATE'
+    ].includes((actionName ?? '').toUpperCase());
+}
+
+/** The DDS queue's "2026-10-27 11:04" as a Date, for the tables' date columns. */
+export function ddsMadeOn(madeOn: string | undefined | null): Date | null {
+  if (!madeOn) {
+    return null;
+  }
+  const d = new Date(String(madeOn).replace(' ', 'T'));
+  return isNaN(d.getTime()) ? null : d;
+}
+
 /** Short type badge shown in the Product Approval table, matching the pending-edit productType tags. */
 export const PRODUCT_ENTITY_TYPE_LABEL: Record<string, string> = {
   LOANPRODUCT: 'LOAN',
@@ -111,7 +158,8 @@ export const PRODUCT_TYPE_DISPLAY_LABEL: Record<string, string> = {
   FD: 'FIXED DEPOSIT PRODUCT',
   'FIXED DEPOSIT': 'FIXED DEPOSIT PRODUCT',
   RD: 'RECURRING DEPOSIT PRODUCT',
-  'RECURRING DEPOSIT': 'RECURRING DEPOSIT PRODUCT'
+  'RECURRING DEPOSIT': 'RECURRING DEPOSIT PRODUCT',
+  DDS: 'DDS PRODUCT'
 };
 
 /** Label shown in the Product Approval Type column. Unmapped types render unchanged. */

src/app/tasks/tasks-routing.module.ts

@@ -56,6 +56,7 @@ import { GetPendingCurrentAccountEdits } from './common-resolvers/getPendingCurr
 import { GetPendingShareAccountEdits } from './common-resolvers/getPendingShareAccountEdits.resolver';
 import { GetPendingShareAccounts } from './common-resolvers/getPendingShareAccounts.resolver';
 import { DdsApprovalsComponent } from '../deposits/dds-approvals/dds-approvals.component';
+import { AgentApprovalsComponent } from './checker-inbox-and-tasks-tabs/agent-approvals/agent-approvals.component';
 
 /** Tasks Routes */
 const routes: Routes = [
@@ -235,6 +236,11 @@ const routes: Routes = [
           component: DdsApprovalsComponent,
           data: { title: 'DDS Approvals' }
         },
+        {
+          path: 'agent-approvals',
+          component: AgentApprovalsComponent,
+          data: { title: 'Agent Approval' }
+        },
         {
           path: 'chequebook-requests',
           component: ChequebookRequestsComponent,