DDS: Agent settlement (Agent Tran), Close Party account UI, reports UI, Party-Savings link field

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

.claude/scheduled_tasks.lock

@@ -1 +0,0 @@
-{"sessionId":"67d120b4-ff78-435d-be80-f79482a386b4","pid":19832,"acquiredAt":1778067581856}

angular.json

@@ -69,8 +69,8 @@
               "budgets": [
                 {
                   "type": "initial",
-                  "maximumWarning": "13mb",
-                  "maximumError": "14mb"
+                  "maximumWarning": "15mb",
+                  "maximumError": "17mb"
                 },
                 {
                   "type": "anyComponentStyle",

package-lock.json

@@ -44,6 +44,7 @@
         "moment": "^2.29.4",
         "ngx-image-cropper": "^9.1.6",
         "ngx-mat-select-search": "^8.0.2",
+        "pdfjs-dist": "^5.7.284",
         "rxjs": "^7.8.2",
         "signature_pad": "^5.1.3",
         "tinymce": "^8.2.2",
@@ -77,6 +78,7 @@
         "@typescript-eslint/eslint-plugin": "^8.48.1",
         "@typescript-eslint/parser": "^8.48.1",
         "@vendure/ngx-translate-extract": "^9.4.0",
+        "cross-env": "^10.1.0",
         "cypress": "^13.17.0",
         "eslint": "^9.39.1",
         "git-describe": "^4.1.1",
@@ -3559,6 +3561,13 @@
         "url": "https://github.com/sponsors/JounQin"
       }
     },
+    "node_modules/@epic-web/invariant": {
+      "version": "1.0.0",
+      "resolved": "https://registry.npmjs.org/@epic-web/invariant/-/invariant-1.0.0.tgz",
+      "integrity": "sha512-lrTPqgvfFQtR/eY/qkIzp98OGdNJu0m5ji3q/nJI8v3SXkRKEnWiOxMmbvcSoAIzv/cGiuvRy57k4suKQSAdwA==",
+      "dev": true,
+      "license": "MIT"
+    },
     "node_modules/@esbuild/aix-ppc64": {
       "version": "0.25.9",
       "resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.25.9.tgz",
@@ -6126,6 +6135,256 @@
         "linux"
       ]
     },
+    "node_modules/@napi-rs/canvas": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas/-/canvas-0.1.100.tgz",
+      "integrity": "sha512-xglYA6q3XO5P3BNJYxVZ1IV7DLVjp1Py6nwag88YntrS+3vKHyYcMqXVS4ZztJmwz2uGvz1FWhI/4LgbR5uQDA==",
+      "license": "MIT",
+      "optional": true,
+      "workspaces": [
+        "e2e/*"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      },
+      "optionalDependencies": {
+        "@napi-rs/canvas-android-arm64": "0.1.100",
+        "@napi-rs/canvas-darwin-arm64": "0.1.100",
+        "@napi-rs/canvas-darwin-x64": "0.1.100",
+        "@napi-rs/canvas-linux-arm-gnueabihf": "0.1.100",
+        "@napi-rs/canvas-linux-arm64-gnu": "0.1.100",
+        "@napi-rs/canvas-linux-arm64-musl": "0.1.100",
+        "@napi-rs/canvas-linux-riscv64-gnu": "0.1.100",
+        "@napi-rs/canvas-linux-x64-gnu": "0.1.100",
+        "@napi-rs/canvas-linux-x64-musl": "0.1.100",
+        "@napi-rs/canvas-win32-arm64-msvc": "0.1.100",
+        "@napi-rs/canvas-win32-x64-msvc": "0.1.100"
+      }
+    },
+    "node_modules/@napi-rs/canvas-android-arm64": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-android-arm64/-/canvas-android-arm64-0.1.100.tgz",
+      "integrity": "sha512-hjhCKhntPv9+t4ckHymdx0phYNcVW+GKQR6Lzw2zE+pOVjOplSmtx9nNNknTjbEDLcuLZqA1y8ufKg1XfgftzQ==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "android"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-darwin-arm64": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-darwin-arm64/-/canvas-darwin-arm64-0.1.100.tgz",
+      "integrity": "sha512-2PcswRaC7Ly645DGt88///zuFDhJxJYdKAs1uU3mfk1atYkXufgcgLfBpk6Tm12nCQBaNt1wpybuPZ4qOhTo8A==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-darwin-x64": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-darwin-x64/-/canvas-darwin-x64-0.1.100.tgz",
+      "integrity": "sha512-ePNZtj7pNIva/siZMg+HmbeozkIjqUIYdoymH8HaA3qK7LfzFN4WMBM8G6HQ9ZC+H3+Dnn5pqtiXpgLykaPOhw==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-arm-gnueabihf": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-linux-arm-gnueabihf/-/canvas-linux-arm-gnueabihf-0.1.100.tgz",
+      "integrity": "sha512-d5cDB48oWFGU8/XPhUOFAlySgb/VAu7D+s8fi55K1Pcfg8aPplHWqMgibhVLU8ky7Pyg/fuiVLz4Nf3JrSTuUA==",
+      "cpu": [
+        "arm"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-arm64-gnu": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-linux-arm64-gnu/-/canvas-linux-arm64-gnu-0.1.100.tgz",
+      "integrity": "sha512-rDxgxRu69RvDlX/bh9o22DxLsGr8EqsNgotL9+RwQE1S0b0cqeatqsw6aW45mukm0B42DIAaAacKaYQ8cqS1nw==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-arm64-musl": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-linux-arm64-musl/-/canvas-linux-arm64-musl-0.1.100.tgz",
+      "integrity": "sha512-K3mDW66N+xT2/V439u1alFANiBUjdEx2gLiNYnCmUsva5jZMxWTjafBYwTzYK+EMFMHrUoabuU+T1BIP5CgbYQ==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-riscv64-gnu": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-linux-riscv64-gnu/-/canvas-linux-riscv64-gnu-0.1.100.tgz",
+      "integrity": "sha512-mooqUBTIsccZpnoQC4NgrC1v6C1vof39etLNMnBwCY+p0gajWJvAHLGQ6g/gGyS5YrpDW+GefSN4+Cvcr08UWw==",
+      "cpu": [
+        "riscv64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-x64-gnu": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-linux-x64-gnu/-/canvas-linux-x64-gnu-0.1.100.tgz",
+      "integrity": "sha512-1eCvkDCazm7FFhsT7DfGOdSaHgZVK3bt/dSBl5EWHOWmnz+I7j8tPseJqqD81NF+MH21jKUK4wQSDjN0mdhnTg==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-linux-x64-musl": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-linux-x64-musl/-/canvas-linux-x64-musl-0.1.100.tgz",
+      "integrity": "sha512-20arT6lnI19S68qNlii73TSEDbECNgzMz2EpldC1V3mZFuRkeujXkcebRk0LRJe9SEUAooYiLokfMViY8IX7yA==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "linux"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-win32-arm64-msvc": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-win32-arm64-msvc/-/canvas-win32-arm64-msvc-0.1.100.tgz",
+      "integrity": "sha512-DZFFT1wIAg37LJw37yhMRFfjATd3vTQzjZ1Yki8u2vhO6Hi5VE6BVaGQ1aaDu7xb4iMErz+9EOwjpS7xcxFeBw==",
+      "cpu": [
+        "arm64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@napi-rs/canvas-win32-x64-msvc": {
+      "version": "0.1.100",
+      "resolved": "https://registry.npmjs.org/@napi-rs/canvas-win32-x64-msvc/-/canvas-win32-x64-msvc-0.1.100.tgz",
+      "integrity": "sha512-MyT1j3mHC2+Lu4pBi9mKyMJhtP6U7k7EldY7sj/uS5gJA65gTXt8MefJQXLJo5d/vZbuWmfxzkEUNc/urV3pHA==",
+      "cpu": [
+        "x64"
+      ],
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ],
+      "engines": {
+        "node": ">= 10"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
     "node_modules/@napi-rs/nice": {
       "version": "1.1.1",
       "resolved": "https://registry.npmjs.org/@napi-rs/nice/-/nice-1.1.1.tgz",
@@ -11451,6 +11710,24 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/cross-env": {
+      "version": "10.1.0",
+      "resolved": "https://registry.npmjs.org/cross-env/-/cross-env-10.1.0.tgz",
+      "integrity": "sha512-GsYosgnACZTADcmEyJctkJIoqAhHjttw7RsFrVoJNXbsWWqaq6Ym+7kZjq6mS45O0jij6vtiReppKQEtqWy6Dw==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "@epic-web/invariant": "^1.0.0",
+        "cross-spawn": "^7.0.6"
+      },
+      "bin": {
+        "cross-env": "dist/bin/cross-env.js",
+        "cross-env-shell": "dist/bin/cross-env-shell.js"
+      },
+      "engines": {
+        "node": ">=20"
+      }
+    },
     "node_modules/cross-spawn": {
       "version": "7.0.6",
       "resolved": "https://registry.npmjs.org/cross-spawn/-/cross-spawn-7.0.6.tgz",
@@ -19922,6 +20199,18 @@
         "node": ">=8"
       }
     },
+    "node_modules/pdfjs-dist": {
+      "version": "5.7.284",
+      "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-5.7.284.tgz",
+      "integrity": "sha512-h4EdYQczmGhbOlqc3PPZwxevn7ApdWPbovAuWXOB/DjIyigSnwfy2oze7c6mRcSr9XgLp3eN3EeL4DyySTPMFw==",
+      "license": "Apache-2.0",
+      "engines": {
+        "node": ">=22.13.0 || >=24"
+      },
+      "optionalDependencies": {
+        "@napi-rs/canvas": "^0.1.100"
+      }
+    },
     "node_modules/pend": {
       "version": "1.2.0",
       "resolved": "https://registry.npmjs.org/pend/-/pend-1.2.0.tgz",

package.json

@@ -15,9 +15,10 @@
     "ng": "ng",
     "build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
     "build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
-    "start": "npm run env -s && ng serve --proxy-config proxy.localhost.conf.js",
-    "start:demo": "npm run env -s && ng serve --proxy-config proxy.conf.js",
-    "serve:dev": "npm run env -s && ng serve --source-map --proxy-config proxy.localhost.conf.js",
+    "start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.localhost.conf.js",
+    "start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
+    "start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
+    "serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",
     "serve:sw": "npm run build -s && npx http-server ./dist -p 4200",
     "lint": "eslint . && stylelint \"src/**/*.scss\" && prettier . --check && htmlhint \"src\" --config .htmlhintrc",
     "test": "jest --config jest.config.ts",
@@ -72,6 +73,7 @@
     "moment": "^2.29.4",
     "ngx-image-cropper": "^9.1.6",
     "ngx-mat-select-search": "^8.0.2",
+    "pdfjs-dist": "^5.7.284",
     "rxjs": "^7.8.2",
     "signature_pad": "^5.1.3",
     "tinymce": "^8.2.2",
@@ -105,6 +107,7 @@
     "@typescript-eslint/eslint-plugin": "^8.48.1",
     "@typescript-eslint/parser": "^8.48.1",
     "@vendure/ngx-translate-extract": "^9.4.0",
+    "cross-env": "^10.1.0",
     "cypress": "^13.17.0",
     "eslint": "^9.39.1",
     "git-describe": "^4.1.1",

src/app/accounting/accounting.service.ts

@@ -32,6 +32,28 @@ export class AccountingService {
     return this.http.get('/offices', { params: httpParams });
   }
 
+  /**
+   * Real net profit for a date range, computed live from posted GL journal entries (not the
+   * demo data shown by the GL Reports module).
+   * @param {string} fromDate Period start, yyyy-MM-dd.
+   * @param {string} toDate Period end, yyyy-MM-dd.
+   * @returns {Observable<any>} `{ totalIncome, totalExpense, netProfit }`.
+   */
+  getProfitAndLoss(fromDate: string, toDate: string): Observable<any> {
+    const httpParams = new HttpParams().set('fromDate', fromDate).set('toDate', toDate);
+    return this.http.get('/accounting/profitandloss', { params: httpParams });
+  }
+
+  /**
+   * Total share dividend actually paid to members in a date range — derived from the Dividend
+   * Payable GL account's own ledger (no separate "Dividend Paid" account needed).
+   * @returns {Observable<any>} `{ totalPaid, payoutCount, entries[], glAccountConfigured }`.
+   */
+  getDividendPaidReport(fromDate: string, toDate: string): Observable<any> {
+    const httpParams = new HttpParams().set('fromDate', fromDate).set('toDate', toDate);
+    return this.http.get('/accounting/dividend-paid-report', { params: httpParams });
+  }
+
   /**
    * @param {boolean} useHttpParams True if http params should be used.
    * @returns {Observable<any>} Accounting rules data.

src/app/accounting/search-journal-entry/search-journal-entry.component.ts

@@ -41,7 +41,6 @@ import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { MatCardModule } from '@angular/material/card';
 import { MatTooltipModule } from '@angular/material/tooltip';
 import { MatIconModule } from '@angular/material/icon';
-
 const STATE_KEY = 'gl_ledger_filter_state';
 
 @Component({

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

@@ -11,6 +11,10 @@ import { Routes, RouterModule } from '@angular/router';
 
 import { Route } from '../core/route/route.service';
 import { AccountsListComponent } from './accounts-list/accounts-list.component';
+import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
+import { DailyTransactionEntryComponent } from '../deposits/daily-transaction-entry/daily-transaction-entry.component';
+import { DdsReportsComponent } from '../deposits/dds-reports/dds-reports.component';
+import { ReportViewerComponent } from '../deposits/dds-reports/report-viewer/report-viewer.component';
 
 const routes: Routes = [
   Route.withShell([
@@ -41,6 +45,28 @@ const routes: Routes = [
             title: 'Recurring Deposit Accounts',
             breadcrumb: 'Recurring Deposit Accounts'
           }
+        },
+        {
+          path: 'dds',
+          component: PartyMasterComponent,
+          data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' }
+        },
+        {
+          path: 'dds-collection',
+          component: DailyTransactionEntryComponent,
+          data: { title: 'Daily Transaction Entry', breadcrumb: 'Daily Transaction Entry' }
+        },
+        {
+          path: 'dds-reports',
+          data: { title: 'DDS Reports', breadcrumb: 'DDS Reports' },
+          children: [
+            { path: '', component: DdsReportsComponent },
+            {
+              path: 'view/:reportName',
+              component: ReportViewerComponent,
+              data: { title: 'DDS Report', breadcrumb: 'reportName', routeParamBreadcrumb: 'reportName' }
+            }
+          ]
         }
       ]
     }

src/app/accounts/accounts.service.ts

@@ -89,4 +89,8 @@ export class AccountsService {
     if (params.asOnDate) httpParams = httpParams.set('asOnDate', params.asOnDate);
     return this.http.get('/recurringdepositaccounts', { params: httpParams });
   }
+
+  terminateAccount(accountId: string, data: any): Observable<any> {
+    return this.http.post(`/v1/accounts/${accountId}/terminate`, data);
+  }
 }

src/app/aml/aml.service.ts

@@ -0,0 +1,135 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/**
+ * AML transaction-monitoring API: live alerts raised by the rule engine, the
+ * two-tier AML Officer / Principal Officer review workflow, STR cases (with
+ * their 7-working-day FIU filing deadline), monthly CTR reports, and a
+ * client's risk-category change history.
+ */
+@Injectable({
+  providedIn: 'root'
+})
+export class AmlService {
+  private http = inject(HttpClient);
+
+  // ═══ Alerts (AML Officer) ═══
+
+  getAlerts(status?: string): Observable<any[]> {
+    const params = status ? new HttpParams().set('status', status) : undefined;
+    return this.http.get<any[]>('/aml/alerts', { params });
+  }
+
+  /** disposition: 'WHITELIST' | 'ESCALATE' */
+  reviewAlert(alertId: number, disposition: 'WHITELIST' | 'ESCALATE', notes: string): Observable<any> {
+    return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
+  }
+
+  // ═══ Recurring-alert review queue ═══
+
+  /**
+   * Customers whose transactions repeatedly trip the engine. Each row carries the triggering
+   * alerts, so the reviewer can see why the customer keeps surfacing.
+   */
+  getRecurringAlerts(minAlerts: number, windowDays: number, onlyNeedingReview: boolean): Observable<any[]> {
+    const params = new HttpParams()
+      .set('minAlerts', String(minAlerts))
+      .set('windowDays', String(windowDays))
+      .set('onlyNeedingReview', String(onlyNeedingReview));
+    return this.http.get<any[]>('/aml/recurring-alerts', { params });
+  }
+
+  /** outcome: 'CLEARED' | 'MONITOR' | 'ESCALATED' */
+  reviewRecurringAlert(
+    clientId: number,
+    outcome: 'CLEARED' | 'MONITOR' | 'ESCALATED',
+    notes: string,
+    windowDays: number
+  ): Observable<any> {
+    return this.http.post(`/aml/recurring-alerts/${clientId}/review`, { outcome, notes, windowDays });
+  }
+
+  // ═══ Manual referrals from the general ledger ═══
+
+  /**
+   * Ledger entries a user has already marked, keyed on `journalEntryId`.
+   *
+   * Separate from `getAlerts()` because these are not engine alerts — they carry the
+   * journal entry id rather than a savings or loan transaction id, so the ledger
+   * screen can match them to the rows it is showing.
+   */
+  getManualReferrals(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/alerts/manual-referrals');
+  }
+
+  /**
+   * Marks a ledger entry. WHITELIST clears it with no report; ESCALATE opens an STR
+   * case for the Principal Officer, the same road an escalated engine alert takes.
+   * The entry must have a customer behind it or the server rejects it.
+   */
+  referJournalEntry(journalEntryId: number, disposition: 'WHITELIST' | 'ESCALATE', notes: string): Observable<any> {
+    return this.http.post('/aml/alerts/manual-referral', { journalEntryId, disposition, notes });
+  }
+
+  // ═══ STR cases (Principal Officer) ═══
+
+  getStrCases(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/str-cases');
+  }
+
+  getStrCase(strCaseId: number): Observable<any> {
+    return this.http.get(`/aml/str-cases/${strCaseId}`);
+  }
+
+  getWeeklyDigest(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/str-cases/weekly-digest');
+  }
+
+  assignPrincipalOfficer(strCaseId: number, principalOfficerUserId: number): Observable<any> {
+    return this.http.post(`/aml/str-cases/${strCaseId}/assign`, { principalOfficerUserId });
+  }
+
+  /** conclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS' */
+  concludeStrCase(
+    strCaseId: number,
+    conclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS',
+    investigationNotes: string,
+    sourceOfFundsNotes: string
+  ): Observable<any> {
+    return this.http.post(`/aml/str-cases/${strCaseId}/conclude`, {
+      conclusion,
+      investigationNotes,
+      sourceOfFundsNotes
+    });
+  }
+
+  fileStr(strCaseId: number, referenceNo: string): Observable<any> {
+    return this.http.post(`/aml/str-cases/${strCaseId}/file`, { referenceNo });
+  }
+
+  // ═══ CTR reports (mechanical, threshold-based) ═══
+
+  getCtrReports(): Observable<any[]> {
+    return this.http.get<any[]>('/aml/ctr-reports');
+  }
+
+  /** month format: yyyy-MM */
+  generateCtrReport(month: string): Observable<any> {
+    return this.http.post('/aml/ctr-reports/generate', { month });
+  }
+
+  // ═══ Client risk-category history ═══
+
+  getRiskCategoryHistory(clientId: number): Observable<any[]> {
+    return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
+  }
+}

src/app/app.module.ts

@@ -36,6 +36,9 @@ import { ClientsModule } from './clients/clients.module';
 import { GroupsModule } from './groups/groups.module';
 import { CentersModule } from './centers/centers.module';
 import { AccountingModule } from './accounting/accounting.module';
+import { ChequeBookModule } from './chequebook/chequebook.module';
+import { CtsClearingModule } from './ctsclearing/ctsclearing.module';
+import { NachClearingModule } from './nachclearing/nachclearing.module';
 import { SystemModule } from './system/system.module';
 import { ProductsModule } from './products/products.module';
 import { OrganizationModule } from './organization/organization.module';
@@ -61,11 +64,18 @@ import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
 import { DeafModule } from './deaf/deaf.module';
 import { DicgcModule } from './dicgc/dicgc.module';
 import { FiuModule } from './fiu/fiu.module';
+import { GlReportsModule } from './gl-reports/gl-reports.module';
 import { SftModule } from './sft/sft.module';
+import { InvestmentModule } from './investment/investment.module';
+import { NpaModule } from './npa/npa.module';
+import { ReconciliationModule } from './reconciliation/reconciliation.module';
+import { LoanOriginationModule } from './loan-origination/loan-origination.module';
 import { DigitalModule } from './digital/digital.module';
 import { LetterMgmtModule } from './letter-mgmt/letter-mgmt.module';
 import { AccountsModule } from './accounts/accounts.module';
 import { ElectionModule } from './election/election.module';
+import { SponsorDDModule } from './sponsor-dd/sponsor-dd.module';
+import { SponsorDDReconciliationModule } from './sponsor-dd-reconciliation/sponsor-dd-reconciliation.module';
 import { PortalModule } from '@angular/cdk/portal';
 
 /** Main Routing Module */
@@ -142,6 +152,9 @@ export function HttpLoaderFactory(http: HttpClient) {
     GroupsModule,
     CentersModule,
     AccountingModule,
+    ChequeBookModule,
+    CtsClearingModule,
+    NachClearingModule,
     SystemModule,
     ProductsModule,
     OrganizationModule,
@@ -163,11 +176,18 @@ export function HttpLoaderFactory(http: HttpClient) {
     DeafModule,
     DicgcModule,
     FiuModule,
+    GlReportsModule,
     SftModule,
+    InvestmentModule,
+    NpaModule,
+    ReconciliationModule,
+    LoanOriginationModule,
     DigitalModule,
     LetterMgmtModule,
     AccountsModule,
     ElectionModule,
+    SponsorDDModule,
+    SponsorDDReconciliationModule,
     AppRoutingModule,
     NotFoundComponent,
     CallbackComponent,

src/app/cashier/cash-clearing-transfer-summary/cash-clearing-transfer-summary.component.html

@@ -0,0 +1,292 @@
+<!--
+  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="pg">
+  <header class="pg-head">
+    <div>
+      <div class="pg-eyebrow">SUB LEDGER · TRANSACTIONS · {{ scopeName | uppercase }}</div>
+      <h1 class="pg-title">Cash / Clearing / Transfer - Summary Report</h1>
+      <p class="pg-sub">
+        Opening, credit, debit and closing position across Cash, Transfer, Clearing and Digital channels as on
+        {{ asOnDate }}.
+      </p>
+    </div>
+    <div class="pg-toolbar">
+      @if (isHeadOffice) {
+        <label class="pg-field">
+          <span>Branch</span>
+          <select class="pg-select" [ngModel]="selectedBranchCode" (ngModelChange)="setBranch($event)">
+            <option value="ALL">All Branches (Consolidated)</option>
+            @for (b of branches; track b.code) {
+              <option [value]="b.code">{{ b.name }}</option>
+            }
+          </select>
+        </label>
+      }
+      <button type="button" class="pg-btn" [class.pg-btn--active]="showDetails" (click)="toggleDetails()">
+        {{ showDetails ? 'Summary View' : 'Transaction Details' }}
+      </button>
+      <button type="button" class="pg-btn pg-btn--ghost" [disabled]="generating" (click)="exportExcel()">
+        {{ generating ? 'Exporting…' : 'Export to Excel' }}
+      </button>
+    </div>
+  </header>
+
+  <div class="cctr-grand-summary">
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Opening</span>
+      <span class="cctr-grand-summary__value">₹{{ grandOpening | number: '1.2-2' }}</span>
+    </div>
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Credit</span>
+      <span class="cctr-grand-summary__value col-in">₹{{ grandCredit | number: '1.2-2' }}</span>
+    </div>
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Debit</span>
+      <span class="cctr-grand-summary__value col-out">₹{{ grandDebit | number: '1.2-2' }}</span>
+    </div>
+    <div class="cctr-grand-summary__item">
+      <span class="cctr-grand-summary__label">Closing</span>
+      <span class="cctr-grand-summary__value">₹{{ grandClosing | number: '1.2-2' }}</span>
+    </div>
+  </div>
+
+  @if (isHeadOffice && selectedBranchCode === 'ALL') {
+    <div class="pg-card">
+      <div class="pos-section-label">Branch-wise Break-up — click a branch to drill in</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Branch</th>
+            <th class="num">Opening</th>
+            <th class="num col-in">Credit</th>
+            <th class="num col-out">Debit</th>
+            <th class="num col-net">Closing</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (b of branchBreakup; track b.code) {
+            <tr class="cctr-branch-row" (click)="setBranch(b.code)">
+              <td>{{ b.name }}</td>
+              <td class="num">₹{{ b.opening | number: '1.2-2' }}</td>
+              <td class="num col-in">₹{{ b.credit | number: '1.2-2' }}</td>
+              <td class="num col-out">₹{{ b.debit | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ b.closing | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td>All Branches</td>
+            <td class="num">₹{{ grandOpening | number: '1.2-2' }}</td>
+            <td class="num">₹{{ grandCredit | number: '1.2-2' }}</td>
+            <td class="num">₹{{ grandDebit | number: '1.2-2' }}</td>
+            <td class="num">₹{{ grandClosing | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <div class="cctr-tabs">
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'cash'"
+      (click)="setTab('cash')"
+    >
+      Cash
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'transfer'"
+      (click)="setTab('transfer')"
+    >
+      Transfer
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'clearing'"
+      (click)="setTab('clearing')"
+    >
+      Clearing
+    </button>
+    <button
+      type="button"
+      class="pg-btn pg-btn--ghost"
+      [class.pg-btn--active]="activeTab === 'digital'"
+      (click)="setTab('digital')"
+    >
+      Digital
+    </button>
+  </div>
+
+  <!-- Summary (Opening | Credit | Debit | Closing) -->
+  @if (!showDetails) {
+    <div class="pg-card">
+      @if (activeTab === 'digital') {
+        <div class="pos-section-label">RTGS · NEFT · UPI · ATM · NACH — Overall Position</div>
+      }
+      <table class="pg-table">
+        <thead>
+          <tr>
+            @if (activeTab !== 'digital') {
+              <th>GL Code</th>
+            }
+            <th>Particulars</th>
+            <th class="num">Opening</th>
+            <th class="num col-in">Credit</th>
+            <th class="num col-out">Debit</th>
+            <th class="num col-net">Closing</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of rowsForActiveTab; track r.code) {
+            <tr>
+              @if (activeTab !== 'digital') {
+                <td>
+                  <span class="pg-chip">{{ r.code }}</span>
+                </td>
+              }
+              <td>{{ r.name }}</td>
+              <td class="num">₹{{ r.opening | number: '1.2-2' }}</td>
+              <td class="num col-in">₹{{ rowCredit(r, txnsForActiveTab) | number: '1.2-2' }}</td>
+              <td class="num col-out">₹{{ rowDebit(r, txnsForActiveTab) | number: '1.2-2' }}</td>
+              <td class="num col-net">₹{{ closing(r, txnsForActiveTab) | number: '1.2-2' }}</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td [attr.colspan]="activeTab !== 'digital' ? 2 : 1">Total</td>
+            <td class="num">₹{{ total(rowsForActiveTab, txnsForActiveTab, 'opening') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ total(rowsForActiveTab, txnsForActiveTab, 'credit') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ total(rowsForActiveTab, txnsForActiveTab, 'debit') | number: '1.2-2' }}</td>
+            <td class="num">₹{{ totalClosing(rowsForActiveTab, txnsForActiveTab) | number: '1.2-2' }}</td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+
+  <!-- Transaction Details (all txns for the selected category, optionally filtered by GL/channel) -->
+  @if (showDetails) {
+    @if (rowsForActiveTab.length > 1) {
+      <div class="cctr-tabs">
+        <button
+          type="button"
+          class="pg-btn pg-btn--ghost"
+          [class.pg-btn--active]="glFilter === null"
+          (click)="setGlFilter(null)"
+        >
+          All
+        </button>
+        @for (r of rowsForActiveTab; track r.code) {
+          <button
+            type="button"
+            class="pg-btn pg-btn--ghost"
+            [class.pg-btn--active]="glFilter === r.code"
+            (click)="setGlFilter(r.code)"
+          >
+            {{ filterLabel(r) }}
+          </button>
+        }
+      </div>
+    }
+
+    <div class="pg-card">
+      <div class="pos-section-label">
+        {{
+          activeTab === 'cash'
+            ? 'Cash'
+            : activeTab === 'transfer'
+              ? 'Transfer'
+              : activeTab === 'clearing'
+                ? 'Clearing'
+                : 'Digital'
+        }}
+        — Transaction Details (Full Double Entry)
+        @if (glFilter !== null) {
+          · {{ glFilter }}
+        }
+      </div>
+      <table class="pg-table cctr-journal">
+        <thead>
+          <tr>
+            <th>Date</th>
+            <th>Voucher / Ref No</th>
+            <th>Dr / Cr</th>
+            <th>GL / Account</th>
+            <th class="num col-out">Debit</th>
+            <th class="num col-in">Credit</th>
+            <th>Status</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (t of filteredTxns; track t.voucherNo) {
+            <tr class="cctr-journal-row cctr-journal-row--first">
+              <td>{{ asOnDate }}</td>
+              <td>
+                <span class="pg-chip">{{ display(t.voucherNo) }}</span>
+              </td>
+              <td><span class="cctr-drcr cctr-drcr--dr">Dr</span></td>
+              <td>
+                @if (t.debit > 0) {
+                  <span class="pg-chip">{{ t.glCode }}</span> {{ glName(t.glCode) }} — {{ display(t.accountNo) }} ({{
+                    t.accountName
+                  }})
+                } @else {
+                  <span class="cctr-contra">{{ contraLabel(t) }}</span>
+                }
+              </td>
+              <td class="num col-out">₹{{ legAmount(t) | number: '1.2-2' }}</td>
+              <td class="num"></td>
+              <td rowspan="2">
+                <span class="cctr-balanced-chip">✓ Balanced</span>
+              </td>
+            </tr>
+            <tr class="cctr-journal-row cctr-journal-row--second">
+              <td></td>
+              <td></td>
+              <td><span class="cctr-drcr cctr-drcr--cr">Cr</span></td>
+              <td>
+                @if (t.credit > 0) {
+                  <span class="pg-chip">{{ t.glCode }}</span> {{ glName(t.glCode) }} — {{ display(t.accountNo) }} ({{
+                    t.accountName
+                  }})
+                } @else {
+                  <span class="cctr-contra">{{ contraLabel(t) }}</span>
+                }
+              </td>
+              <td class="num"></td>
+              <td class="num col-in">₹{{ legAmount(t) | number: '1.2-2' }}</td>
+            </tr>
+          } @empty {
+            <tr>
+              <td colspan="7" class="pg-empty">No transactions for this filter.</td>
+            </tr>
+          }
+        </tbody>
+        <tfoot>
+          <tr class="cctr-total-row">
+            <td colspan="4">Total ({{ filteredTxns.length }} vouchers)</td>
+            <td class="num">
+              ₹{{ txnTotal(filteredTxns, 'debit') + txnTotal(filteredTxns, 'credit') | number: '1.2-2' }}
+            </td>
+            <td class="num">
+              ₹{{ txnTotal(filteredTxns, 'debit') + txnTotal(filteredTxns, 'credit') | number: '1.2-2' }}
+            </td>
+            <td></td>
+          </tr>
+        </tfoot>
+      </table>
+    </div>
+  }
+</div>

src/app/cashier/cash-clearing-transfer-summary/cash-clearing-transfer-summary.component.scss

@@ -0,0 +1,138 @@
+/**
+ * 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/.
+ */
+
+.cctr-tabs {
+  display: flex;
+  gap: 8px;
+  flex-wrap: wrap;
+}
+
+.cctr-total-row {
+  td {
+    background: #f1f5f9;
+    font-weight: 800;
+    border-top: 2px solid #cbd5e1;
+    border-bottom: none;
+    color: #0f172a;
+  }
+}
+
+.cctr-grand-summary {
+  display: flex;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  overflow: hidden;
+
+  &__item {
+    flex: 1;
+    padding: 14px 20px;
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+    border-right: 1px solid #e2e8f0;
+
+    &:last-child {
+      border-right: none;
+    }
+  }
+
+  &__label {
+    font-size: 10px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.07em;
+    color: #64748b;
+  }
+
+  &__value {
+    font-size: 20px;
+    font-weight: 800;
+    font-variant-numeric: tabular-nums;
+    color: #0f172a;
+  }
+}
+
+.cctr-subtext {
+  font-size: 11px;
+  color: #94a3b8;
+  margin-top: 2px;
+}
+
+.cctr-branch-row {
+  cursor: pointer;
+
+  &:hover td {
+    background: #eff6ff;
+  }
+}
+
+// Both journal lines of one voucher share a tint and sit flush against each other (no dotted
+// divider between them) so the pair reads as a single entry; a hairline separates one voucher's
+// pair from the next.
+.cctr-journal-row {
+  &--first td {
+    border-bottom: none;
+    padding-bottom: 4px;
+  }
+
+  &--second td {
+    border-top: none;
+    padding-top: 4px;
+    border-bottom: 1px solid #e2e8f0;
+  }
+
+  &--first,
+  &--second {
+    &:hover td {
+      background: #f8fafc;
+    }
+  }
+}
+
+.cctr-drcr {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-width: 28px;
+  padding: 1px 8px;
+  border-radius: 6px;
+  font-size: 11px;
+  font-weight: 800;
+  letter-spacing: 0.03em;
+
+  &--dr {
+    background: #eff6ff;
+    color: #1d4ed8;
+    border: 1px solid #bfdbfe;
+  }
+
+  &--cr {
+    background: #f0fdf4;
+    color: #15803d;
+    border: 1px solid #bbf7d0;
+  }
+}
+
+.cctr-contra {
+  color: #64748b;
+  font-style: italic;
+}
+
+.cctr-balanced-chip {
+  display: inline-flex;
+  align-items: center;
+  padding: 3px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  background: #f0fdf4;
+  color: #15803d;
+  border: 1px solid #bbf7d0;
+  white-space: nowrap;
+}

src/app/cashier/cash-settlement/cash-settlement.component.html

@@ -45,14 +45,21 @@
           <input matInput type="date" [value]="settlementDate" (change)="settlementDate = $any($event.target).value" />
         </mat-form-field>
 
-        <mat-form-field appearance="outline" subscriptSizing="dynamic">
-          <mat-label>Teller</mat-label>
-          <mat-select [value]="supervisorTellerId" (selectionChange)="onSupervisorTellerSelect($event.value)">
-            @for (t of tellers; track t.id) {
-              <mat-option [value]="t.id">{{ t.name }}</mat-option>
-            }
-          </mat-select>
-        </mat-form-field>
+        @if (tellers.length === 1) {
+          <mat-form-field appearance="outline" subscriptSizing="dynamic">
+            <mat-label>Teller</mat-label>
+            <input matInput type="text" [value]="tellers[0].name" readonly />
+          </mat-form-field>
+        } @else {
+          <mat-form-field appearance="outline" subscriptSizing="dynamic">
+            <mat-label>Teller</mat-label>
+            <mat-select [value]="supervisorTellerId" (selectionChange)="onSupervisorTellerSelect($event.value)">
+              @for (t of tellers; track t.id) {
+                <mat-option [value]="t.id">{{ t.name }}</mat-option>
+              }
+            </mat-select>
+          </mat-form-field>
+        }
 
         <mat-form-field appearance="outline" subscriptSizing="dynamic">
           <mat-label>Cashier</mat-label>
@@ -140,17 +147,24 @@
         }
       </div>
 
-      <mat-form-field appearance="outline" subscriptSizing="dynamic">
-        <mat-label>Teller / Vault (To) *</mat-label>
-        <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
-          @for (t of tellers; track t.id) {
-            <mat-option [value]="t.id">{{ t.name }}</mat-option>
-          }
-          @if (tellers.length === 0) {
-            <mat-option [value]="null" disabled>No tellers configured</mat-option>
-          }
-        </mat-select>
-      </mat-form-field>
+      @if (tellers.length === 1) {
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>Teller / Vault (To) *</mat-label>
+          <input matInput type="text" [value]="toParty" readonly />
+        </mat-form-field>
+      } @else {
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>Teller / Vault (To) *</mat-label>
+          <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
+            @for (t of tellers; track t.id) {
+              <mat-option [value]="t.id">{{ t.name }}</mat-option>
+            }
+            @if (tellers.length === 0) {
+              <mat-option [value]="null" disabled>No tellers configured</mat-option>
+            }
+          </mat-select>
+        </mat-form-field>
+      }
 
       <mat-form-field appearance="outline" subscriptSizing="dynamic">
         <mat-label>Settlement Date</mat-label>

src/app/cashier/cash-settlement/cash-settlement.component.ts

@@ -97,6 +97,10 @@ export class CashSettlementComponent implements OnInit {
       .pipe(catchError(() => of([] as any[])))
       .subscribe((list: any[]) => {
         this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
+        if (this.tellers.length === 1) {
+          this.onTellerSelect(this.tellers[0].id);
+          this.onSupervisorTellerSelect(this.tellers[0].id);
+        }
       });
     this.loadData();
   }

src/app/cashier/cash-transfer/cash-transfer.component.html

@@ -17,17 +17,24 @@
   </header>
 
   <div class="pg-toolbar pg-toolbar--mat">
-    <mat-form-field appearance="outline" subscriptSizing="dynamic">
-      <mat-label>From (Teller / Head)</mat-label>
-      <mat-select [value]="fromTellerId" (selectionChange)="onTellerSelect($event.value)">
-        @for (t of tellers; track t.id) {
-          <mat-option [value]="t.id">{{ t.name }}</mat-option>
-        }
-        @if (tellers.length === 0) {
-          <mat-option [value]="null" disabled>No tellers configured</mat-option>
-        }
-      </mat-select>
-    </mat-form-field>
+    @if (tellers.length === 1) {
+      <mat-form-field appearance="outline" subscriptSizing="dynamic">
+        <mat-label>From (Teller / Head)</mat-label>
+        <input matInput type="text" [value]="fromParty" readonly />
+      </mat-form-field>
+    } @else {
+      <mat-form-field appearance="outline" subscriptSizing="dynamic">
+        <mat-label>From (Teller / Head)</mat-label>
+        <mat-select [value]="fromTellerId" (selectionChange)="onTellerSelect($event.value)">
+          @for (t of tellers; track t.id) {
+            <mat-option [value]="t.id">{{ t.name }}</mat-option>
+          }
+          @if (tellers.length === 0) {
+            <mat-option [value]="null" disabled>No tellers configured</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+    }
 
     <mat-form-field appearance="outline" subscriptSizing="dynamic">
       <mat-label>To (Cashier)</mat-label>

src/app/cashier/cash-transfer/cash-transfer.component.ts

@@ -95,6 +95,9 @@ export class CashTransferComponent implements OnInit {
       .pipe(catchError(() => of([] as any[])))
       .subscribe((list) => {
         this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
+        if (this.tellers.length === 1) {
+          this.onTellerSelect(this.tellers[0].id);
+        }
       });
   }
 
@@ -116,6 +119,9 @@ export class CashTransferComponent implements OnInit {
       .subscribe((r: any) => {
         this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
         this.loadingCashiers = false;
+        if (this.cashiers.length === 1) {
+          this.onCashierSelect(this.cashiers[0].id);
+        }
       });
   }
 

src/app/cashier/cashier-export.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/.
+ */
+
+// Shared "Export to Excel" builder for Cashier reports (mirrors ../investment/investment-export.ts)
+// — centralised so the ExcelJS boilerplate (title/meta/header rows, number formatting, safe sheet
+// names, Blob download) is written once and every cashier report's export behaves the same way.
+
+import * as ExcelJS from 'exceljs';
+
+export interface ExportSheetSpec {
+  /** Worksheet tab name — sanitised for Excel's forbidden characters (\ / ? * [ ]) and length. */
+  sheetName: string;
+  /** Bold title row, merged across all columns. */
+  title: string;
+  /** Optional italic subtitle row (e.g. scope/date), merged across all columns. */
+  subtitle?: string;
+  headers: string[];
+  rows: (string | number | null)[][];
+  widths?: number[];
+}
+
+/** Excel worksheet names can't contain \ / ? * [ ] or exceed 31 chars. */
+function safeSheetName(name: string): string {
+  return name.replace(/[\\/?*[\]]/g, '-').slice(0, 31);
+}
+
+function buildSheet(wb: ExcelJS.Workbook, spec: ExportSheetSpec): void {
+  const sheet = wb.addWorksheet(safeSheetName(spec.sheetName));
+  sheet.columns = (spec.widths || spec.headers.map(() => 18)).map((w) => ({ width: w }));
+
+  const title = sheet.addRow([spec.title]);
+  sheet.mergeCells(title.number, 1, title.number, spec.headers.length);
+  title.font = { bold: true, size: 14, color: { argb: 'FFFFFFFF' } };
+  title.alignment = { horizontal: 'center', vertical: 'middle' };
+  title.height = 24;
+  title.getCell(1).fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FF0F4F3C' } };
+
+  if (spec.subtitle) {
+    const meta = sheet.addRow([spec.subtitle]);
+    sheet.mergeCells(meta.number, 1, meta.number, spec.headers.length);
+    meta.font = { italic: true, size: 10 };
+  }
+  sheet.addRow([]);
+
+  const head = sheet.addRow(spec.headers);
+  head.font = { bold: true };
+  head.alignment = { wrapText: true, horizontal: 'center' };
+  head.eachCell((c) => {
+    c.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FFE2E8F0' } };
+    c.border = { bottom: { style: 'thin' } };
+  });
+
+  for (const r of spec.rows) {
+    const row = sheet.addRow(r);
+    r.forEach((v, idx) => {
+      if (typeof v === 'number') {
+        row.getCell(idx + 1).numFmt = '#,##0.00';
+      }
+    });
+  }
+  sheet.views = [{ state: 'frozen', ySplit: spec.subtitle ? 4 : 3 }];
+}
+
+/** Builds a (possibly multi-sheet) workbook and triggers a browser download. */
+export async function exportWorkbook(sheets: ExportSheetSpec[], fileName: string): Promise<void> {
+  const wb = new ExcelJS.Workbook();
+  wb.creator = 'CBSNexora';
+  wb.created = new Date();
+  sheets.forEach((s) => buildSheet(wb, s));
+
+  const buffer = await wb.xlsx.writeBuffer();
+  const blob = new Blob([buffer], {
+    type: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+  });
+  const url = URL.createObjectURL(blob);
+  const a = document.createElement('a');
+  a.href = url;
+  a.download = `${fileName.replace(/[^\w]+/g, '-')}.xlsx`;
+  document.body.appendChild(a);
+  a.click();
+  document.body.removeChild(a);
+  URL.revokeObjectURL(url);
+}

src/app/cashier/cashier-position/cashier-position.component.html

@@ -20,15 +20,22 @@
   <div class="pg-toolbar pg-toolbar--mat">
     <!-- Teller + Cashier filters — hidden for cashier role (auto-loads own position) -->
     @if (!isCashierMode) {
-      <mat-form-field appearance="outline" subscriptSizing="dynamic">
-        <mat-label>Teller (optional)</mat-label>
-        <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
-          <mat-option [value]="null">All Tellers</mat-option>
-          @for (t of tellers; track t.id) {
-            <mat-option [value]="t.id">{{ t.name }}</mat-option>
-          }
-        </mat-select>
-      </mat-form-field>
+      @if (tellers.length === 1) {
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>Teller</mat-label>
+          <input matInput type="text" [value]="tellers[0].name" readonly />
+        </mat-form-field>
+      } @else {
+        <mat-form-field appearance="outline" subscriptSizing="dynamic">
+          <mat-label>Teller (optional)</mat-label>
+          <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
+            <mat-option [value]="null">All Tellers</mat-option>
+            @for (t of tellers; track t.id) {
+              <mat-option [value]="t.id">{{ t.name }}</mat-option>
+            }
+          </mat-select>
+        </mat-form-field>
+      }
 
       <mat-form-field appearance="outline" subscriptSizing="dynamic">
         <mat-label>Cashier (optional)</mat-label>

src/app/cashier/cashier-position/cashier-position.component.ts

@@ -85,6 +85,9 @@ export class CashierPositionComponent implements OnInit {
         .pipe(catchError(() => of([] as any[])))
         .subscribe((list) => {
           this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
+          if (this.tellers.length === 1) {
+            this.onTellerSelect(this.tellers[0].id);
+          }
         });
     }
   }
@@ -137,6 +140,9 @@ export class CashierPositionComponent implements OnInit {
       .pipe(catchError(() => of({ cashiers: [] })))
       .subscribe((r: any) => {
         this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
+        if (this.cashiers.length === 1) {
+          this.selectedCashierId = this.cashiers[0].id;
+        }
       });
   }
 

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

@@ -62,6 +62,22 @@ const routes: Routes = [
             ),
           data: { title: 'My Disbursement Requests', breadcrumb: 'My Disbursement Requests' }
         },
+        {
+          path: 'share-withdrawal-request',
+          loadComponent: () =>
+            import('../clerk/share-withdrawal-request/share-withdrawal-request.component').then(
+              (m) => m.ShareWithdrawalRequestComponent
+            ),
+          data: { title: 'New Share Withdrawal Request', breadcrumb: 'New Share Withdrawal Request', mode: 'create' }
+        },
+        {
+          path: 'share-withdrawal-requests',
+          loadComponent: () =>
+            import('../clerk/my-share-withdrawal-requests/my-share-withdrawal-requests.component').then(
+              (m) => m.MyShareWithdrawalRequestsComponent
+            ),
+          data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
+        },
         {
           path: 'account-facilities',
           loadComponent: () =>
@@ -70,6 +86,18 @@ const routes: Routes = [
             ),
           data: { title: 'Account Facilities', breadcrumb: 'Account Facilities' }
         },
+        {
+          path: 'account-facilities/cheque-book',
+          loadComponent: () =>
+            import('../clerk/cheque-book/cheque-book.component').then((m) => m.ClerkChequeBookComponent),
+          data: { title: 'Cheque Book', breadcrumb: 'Cheque Book' }
+        },
+        {
+          path: 'account-facilities/cheque-book/:id',
+          loadComponent: () =>
+            import('../clerk/cheque-book/cheque-book-detail.component').then((m) => m.ClerkChequeBookDetailComponent),
+          data: { title: 'Cheque Book Detail', breadcrumb: 'Cheque Book Detail' }
+        },
         {
           path: 'photo-signature',
           loadComponent: () =>
@@ -89,6 +117,14 @@ const routes: Routes = [
           loadComponent: () =>
             import('../clerk/today-activity/today-activity.component').then((m) => m.TodayActivityComponent),
           data: { title: "Today's Activity", breadcrumb: "Today's Activity" }
+        },
+        {
+          path: 'dividend-dashboard',
+          loadComponent: () =>
+            import('../clerk/dividend-dashboard/dividend-dashboard.component').then(
+              (m) => m.DividendDashboardComponent
+            ),
+          data: { title: 'Dividend Dashboard', breadcrumb: 'Dividend Dashboard' }
         }
       ]
     },
@@ -167,6 +203,17 @@ const routes: Routes = [
           loadComponent: () =>
             import('./my-deposit-requests/my-deposit-requests.component').then((m) => m.MyDepositRequestsComponent),
           data: { title: 'My Deposit Requests', breadcrumb: 'My Deposit Requests' }
+        },
+        {
+          path: 'cash-clearing-transfer-summary',
+          loadComponent: () =>
+            import('./cash-clearing-transfer-summary/cash-clearing-transfer-summary.component').then(
+              (m) => m.CashClearingTransferSummaryComponent
+            ),
+          data: {
+            title: 'Cash / Clearing / Transfer - Summary Report',
+            breadcrumb: 'Cash / Clearing / Transfer - Summary Report'
+          }
         }
       ]
     }

src/app/cashier/clerk-share-withdrawal.service.ts

@@ -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/.
+ */
+
+import { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/** HTTP service for the Share Withdrawal (redeem shares) maker-checker workflow — mirrors
+ *  ClerkWithdrawalService (cash withdrawal), adapted for shares. */
+@Injectable({ providedIn: 'root' })
+export class ClerkShareWithdrawalService {
+  private http = inject(HttpClient);
+
+  submit(data: any): Observable<any> {
+    return this.http.post('/clerk/share-withdrawal-requests', data);
+  }
+
+  getMyRequests(status?: string, offset = 0, limit = 20, fromDate?: string, toDate?: string): Observable<any> {
+    let params = new HttpParams().set('offset', String(offset)).set('limit', String(limit));
+    if (status) params = params.set('status', status);
+    if (fromDate) params = params.set('fromDate', fromDate);
+    if (toDate) params = params.set('toDate', toDate);
+    return this.http.get('/clerk/share-withdrawal-requests/my', { params });
+  }
+
+  getPendingRequests(status = 'PENDING', offset = 0, limit = 20, fromDate?: string, toDate?: string): Observable<any> {
+    let params = new HttpParams().set('status', status).set('offset', String(offset)).set('limit', String(limit));
+    if (fromDate) params = params.set('fromDate', fromDate);
+    if (toDate) params = params.set('toDate', toDate);
+    return this.http.get('/clerk/share-withdrawal-requests', { params });
+  }
+
+  getById(id: number): Observable<any> {
+    return this.http.get(`/clerk/share-withdrawal-requests/${id}`);
+  }
+
+  validate(id: number): Observable<any> {
+    return this.http.post(`/clerk/share-withdrawal-requests/${id}/validate`, {});
+  }
+
+  approve(id: number): Observable<any> {
+    return this.http.post(`/clerk/share-withdrawal-requests/${id}/approve`, {});
+  }
+
+  reject(id: number, reason: string): Observable<any> {
+    return this.http.post(`/clerk/share-withdrawal-requests/${id}/reject`, { reason });
+  }
+}

src/app/cashier/clerk-withdrawal.service.ts

@@ -7,8 +7,9 @@
  */
 
 import { Injectable, inject } from '@angular/core';
-import { HttpClient, HttpParams } from '@angular/common/http';
+import { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
 import { Observable } from 'rxjs';
+import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
 
 /** HTTP service for Clerk Withdrawal Request maker-checker workflow. */
 @Injectable({ providedIn: 'root' })
@@ -50,8 +51,12 @@ export class ClerkWithdrawalService {
     return this.http.post(`/clerk/withdrawal-requests/${id}/reject`, { reason });
   }
 
+  // Silenced: onTokNoBlur() probes this expecting a possible legitimate 404 (token not from this
+  // pool, could be a dividend claim's instead) and shows its own tailored message either way.
   getByToken(token: string): Observable<any> {
-    return this.http.get(`/clerk/withdrawal-requests/by-token/${encodeURIComponent(token)}`);
+    return this.http.get(`/clerk/withdrawal-requests/by-token/${encodeURIComponent(token)}`, {
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
   }
 
   disburse(id: number, denominationData: string | null, transactionAmount?: number): Observable<any> {

src/app/cashier/inter-cashier-transfer/inter-cashier-transfer.component.html

@@ -17,17 +17,24 @@
   </header>
 
   <div class="pg-toolbar pg-toolbar--mat">
-    <mat-form-field appearance="outline" subscriptSizing="dynamic">
-      <mat-label>Teller</mat-label>
-      <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
-        @for (t of tellers; track t.id) {
-          <mat-option [value]="t.id">{{ t.name }}</mat-option>
-        }
-        @if (tellers.length === 0) {
-          <mat-option [value]="null" disabled>No tellers configured</mat-option>
-        }
-      </mat-select>
-    </mat-form-field>
+    @if (tellers.length === 1) {
+      <mat-form-field appearance="outline" subscriptSizing="dynamic">
+        <mat-label>Teller</mat-label>
+        <input matInput type="text" [value]="tellers[0].name" readonly />
+      </mat-form-field>
+    } @else {
+      <mat-form-field appearance="outline" subscriptSizing="dynamic">
+        <mat-label>Teller</mat-label>
+        <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
+          @for (t of tellers; track t.id) {
+            <mat-option [value]="t.id">{{ t.name }}</mat-option>
+          }
+          @if (tellers.length === 0) {
+            <mat-option [value]="null" disabled>No tellers configured</mat-option>
+          }
+        </mat-select>
+      </mat-form-field>
+    }
 
     <mat-form-field appearance="outline" subscriptSizing="dynamic">
       <mat-label>From (Cashier)</mat-label>

src/app/cashier/inter-cashier-transfer/inter-cashier-transfer.component.ts

@@ -102,6 +102,9 @@ export class InterCashierTransferComponent implements OnInit {
       .pipe(catchError(() => of([] as any[])))
       .subscribe((list) => {
         this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
+        if (this.tellers.length === 1) {
+          this.onTellerSelect(this.tellers[0].id);
+        }
       });
   }
 

src/app/cashier/my-deposit-requests/my-deposit-requests.component.html

@@ -218,6 +218,26 @@
               <span class="mdr-detail__val cell-mono">{{ viewRequest.txn_id }}</span>
             </div>
           }
+          @if (viewRequest.dd_face_value != null) {
+            <div class="mdr-detail">
+              <span class="mdr-detail__lbl">DD Face Value</span>
+              <span class="mdr-detail__val">₹{{ viewRequest.dd_face_value | number: '1.2-2' }}</span>
+            </div>
+            <div class="mdr-detail">
+              <span class="mdr-detail__lbl">Charges</span>
+              <span class="mdr-detail__val">₹{{ viewRequest.dd_charges | number: '1.2-2' }}</span>
+            </div>
+            <div class="mdr-detail">
+              <span class="mdr-detail__lbl">GST ({{ viewRequest.dd_gst_percentage }}%)</span>
+              <span class="mdr-detail__val">₹{{ viewRequest.dd_gst_amount | number: '1.2-2' }}</span>
+            </div>
+            <div class="mdr-detail">
+              <span class="mdr-detail__lbl">Total Collected</span>
+              <span class="mdr-detail__val"
+                ><strong>₹{{ viewRequest.amount | number: '1.2-2' }}</strong></span
+              >
+            </div>
+          }
           @if (viewRequest.description) {
             <div class="mdr-detail mdr-detail--wide">
               <span class="mdr-detail__lbl">Description</span>

src/app/cashier/reconciliation/reconciliation.component.html

@@ -20,14 +20,21 @@
     <mat-tab label="New Reconciliation">
       <div class="pg-tab-body">
         <div class="pg-toolbar pg-toolbar--mat">
-          <mat-form-field appearance="outline" subscriptSizing="dynamic">
-            <mat-label>Teller</mat-label>
-            <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
-              @for (t of tellers; track t.id) {
-                <mat-option [value]="t.id">{{ t.name }}</mat-option>
-              }
-            </mat-select>
-          </mat-form-field>
+          @if (tellers.length === 1) {
+            <mat-form-field appearance="outline" subscriptSizing="dynamic">
+              <mat-label>Teller</mat-label>
+              <input matInput type="text" [value]="tellers[0].name" readonly />
+            </mat-form-field>
+          } @else {
+            <mat-form-field appearance="outline" subscriptSizing="dynamic">
+              <mat-label>Teller</mat-label>
+              <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
+                @for (t of tellers; track t.id) {
+                  <mat-option [value]="t.id">{{ t.name }}</mat-option>
+                }
+              </mat-select>
+            </mat-form-field>
+          }
 
           <mat-form-field appearance="outline" subscriptSizing="dynamic">
             <mat-label>Cashier</mat-label>

src/app/cashier/reconciliation/reconciliation.component.ts

@@ -92,6 +92,9 @@ export class ReconciliationComponent implements OnInit {
       .pipe(catchError(() => of([] as any[])))
       .subscribe((list) => {
         this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
+        if (this.tellers.length === 1) {
+          this.onTellerSelect(this.tellers[0].id);
+        }
       });
     this.loadHistory();
   }
@@ -108,6 +111,9 @@ export class ReconciliationComponent implements OnInit {
       .pipe(catchError(() => of({ cashiers: [] })))
       .subscribe((r: any) => {
         this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
+        if (this.cashiers.length === 1) {
+          this.onCashierSelect(this.cashiers[0].id);
+        }
       });
   }
 

src/app/cashier/transaction-entry/transaction-entry.component.html

@@ -70,6 +70,13 @@
           <span class="ws-header__title">Transaction Entry</span>
         </div>
         <div class="ws-header__right">
+          <button type="button" class="ws-btn ws-btn--ghost" (click)="openCustomerSearch()">
+            <svg width="13" height="13" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
+              <circle cx="11" cy="11" r="8" />
+              <line x1="21" y1="21" x2="16.65" y2="16.65" />
+            </svg>
+            Search Customer
+          </button>
           <span class="ws-header__effdt">
             <svg width="13" height="13" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
               <rect x="3" y="4" width="18" height="18" rx="2" />
@@ -139,7 +146,7 @@
                         [class.ws-f__ctl--req]="!row.paymentTypeId"
                       >
                         <option [ngValue]="null">— Select —</option>
-                        @for (pt of paymentTypes; track pt.id) {
+                        @for (pt of paymentTypesForRow(row); track pt.id) {
                           <option [ngValue]="pt.id">{{ pt.name }}</option>
                         }
                       </select>
@@ -224,8 +231,11 @@
                   <span class="ws-caption">Payment instrument</span>
                   <div class="ws-group__fields">
                     <div class="ws-f ws-f--amt">
-                      <label class="ws-f__lbl" title="Transaction Amount">
-                        AMOUNT
+                      <label
+                        class="ws-f__lbl"
+                        [title]="row.acTyp === 'SHR' ? 'Number of Shares' : 'Transaction Amount'"
+                      >
+                        {{ row.acTyp === 'SHR' ? 'SHARE NO.' : 'AMOUNT' }}
                         @if (!isClerk && activeWithdrawalRequest) {
                           <span class="ws-amt-locked-badge" title="Amount locked — approved withdrawal">🔒</span>
                         }
@@ -235,20 +245,48 @@
                         [class.ws-amt-wrap--cash]="isCashPayment && selectedRow === row"
                         [class.ws-amt-wrap--locked]="!isClerk && !!activeWithdrawalRequest"
                       >
-                        <span class="ws-amt-prefix">₹</span>
+                        @if (row.acTyp !== 'SHR') {
+                          <span class="ws-amt-prefix">₹</span>
+                        }
                         <input
                           class="ws-f__ctl ws-amt-input"
                           type="number"
                           [value]="row.amount ?? ''"
-                          (input)="row.amount = +$any($event.target).value"
+                          (input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
                           (click)="$event.stopPropagation()"
-                          placeholder="0.00"
+                          [placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
                           [readonly]="!isClerk && !!activeWithdrawalRequest"
                           [class.ws-amt-input--locked]="!isClerk && !!activeWithdrawalRequest"
                         />
                       </div>
+                      @if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
+                        <span class="ws-f__hint"
+                          >= ₹{{ (row.amount ?? 0) * rowSharePrices[row.acNo] | number: '1.2-2' }} @ ₹{{
+                            rowSharePrices[row.acNo] | number: '1.2-2'
+                          }}/share</span
+                        >
+                      }
                     </div>
-                    @if (row.typ !== 'Withdrawal Slip') {
+                    @if (row.acTyp === 'SHR' && row.typ === 'Enter Bank Transfer') {
+                      <div class="ws-f ws-f--cheqno">
+                        <label class="ws-f__lbl" title="Board Resolution Number">RESOLUTION NO.</label>
+                        <input
+                          class="ws-f__ctl"
+                          [(ngModel)]="row.resolutionNumber"
+                          (click)="$event.stopPropagation()"
+                          placeholder="e.g. BR-2026-014"
+                        />
+                      </div>
+                      <div class="ws-f ws-f--cheqdt">
+                        <label class="ws-f__lbl" title="Date of Meeting">MEETING DATE</label>
+                        <input
+                          class="ws-f__ctl"
+                          type="date"
+                          [(ngModel)]="row.meetingDate"
+                          (click)="$event.stopPropagation()"
+                        />
+                      </div>
+                    } @else if (row.typ !== 'Withdrawal Slip') {
                       <div class="ws-f ws-f--cheqno">
                         <label class="ws-f__lbl" title="Cheque Number">CHEQUE NO.</label>
                         <input
@@ -300,6 +338,59 @@
                   </div>
                 </div>
               </div>
+
+              <!-- ── Row 3: DD Charges & GST — only for TYPE=DD, TXN TP=Cash, AC.TP=GL ── -->
+              @if (isDdCashGlRow(row)) {
+                <div class="ws-group-row ws-group-row--mt">
+                  <div class="ws-group ws-group--flex">
+                    <span class="ws-caption">DD Charges &amp; GST — Admin Rate {{ ddGstPercentage }}%</span>
+                    <div class="ws-group__fields">
+                      <div class="ws-f ws-f--amt">
+                        <label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
+                        <div class="ws-amt-wrap">
+                          <span class="ws-amt-prefix">₹</span>
+                          <input
+                            class="ws-f__ctl ws-amt-input"
+                            type="number"
+                            [value]="row.ddCharges ?? ''"
+                            (input)="row.ddCharges = +$any($event.target).value"
+                            (click)="$event.stopPropagation()"
+                            placeholder="0.00"
+                          />
+                        </div>
+                      </div>
+                      <div class="ws-f ws-f--amt">
+                        <label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
+                          GST ({{ ddGstPercentage }}%)
+                        </label>
+                        <div class="ws-amt-wrap ws-amt-wrap--locked">
+                          <span class="ws-amt-prefix">₹</span>
+                          <input
+                            class="ws-f__ctl ws-amt-input ws-amt-input--locked"
+                            type="text"
+                            [value]="ddGstAmountFor(row) | number: '1.2-2'"
+                            readonly
+                          />
+                        </div>
+                      </div>
+                      <div class="ws-f ws-f--amt">
+                        <label class="ws-f__lbl" title="Amount + Charges + GST, rounded up to the next rupee">
+                          TOTAL TO COLLECT
+                        </label>
+                        <div class="ws-amt-wrap ws-amt-wrap--locked">
+                          <span class="ws-amt-prefix">₹</span>
+                          <input
+                            class="ws-f__ctl ws-amt-input ws-amt-input--locked"
+                            type="text"
+                            [value]="ddTotalPayableFor(row)"
+                            readonly
+                          />
+                        </div>
+                      </div>
+                    </div>
+                  </div>
+                </div>
+              }
             </div>
           </div>
         }
@@ -652,6 +743,32 @@
                     '—'
                 }}</span>
               </div>
+              @if (selectedRow?.acTyp === 'SHR') {
+                <div class="te-field">
+                  <span class="te-label">No. of Shares Held</span
+                  ><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Market Price / Share</span
+                  ><span class="te-value te-mono"
+                    >{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
+                  >
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Resolution No.</span
+                  ><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
+                </div>
+                <div class="te-field">
+                  <span class="te-label">Linked Savings A/C No.</span
+                  ><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
+                </div>
+                @if (accountDetails.linkedLoanAccountNo) {
+                  <div class="te-field">
+                    <span class="te-label">Linked Loan A/C No.</span
+                    ><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
+                  </div>
+                }
+              }
             </div>
 
             <div class="te-panel__header te-panel__header--mt">
@@ -664,7 +781,13 @@
             <div class="te-panel__body">
               <div class="te-balance-row">
                 <span class="te-bal-num">1.</span>
-                <span class="te-bal-label">{{ accountDetails?.glCode ? 'GL Balance' : 'Current Balance' }}</span>
+                <span class="te-bal-label">{{
+                  selectedRow?.acTyp === 'SHR'
+                    ? 'Share Balance'
+                    : accountDetails?.glCode
+                      ? 'GL Balance'
+                      : 'Current Balance'
+                }}</span>
                 <span class="te-bal-value te-bal-value--cr"
                   >{{ currencySymbol }}{{ currentBalance | number: '1.2-2' }}</span
                 >
@@ -681,7 +804,7 @@
               </div>
               <div class="te-balance-row">
                 <span class="te-bal-num">4.</span><span class="te-bal-label">Freeze Amount</span>
-                <span class="te-bal-value">{{ currencySymbol }}{{ freezeAmount | number: '1.2-2' }}</span>
+                <span class="te-bal-value">{{ currencySymbol }}0.00</span>
               </div>
               <div class="te-balance-row">
                 <span class="te-bal-num">5.</span><span class="te-bal-label">Withdrawable Amt.</span>
@@ -746,7 +869,7 @@
           </div>
           <div class="te-bal-item">
             <span class="te-bal-item__label">Transfer Hold</span>
-            <span class="te-bal-item__val">0.00</span>
+            <span class="te-bal-item__val">{{ freezeAmount | number: '1.2-2' }}</span>
           </div>
           <div class="te-bal-item">
             <span class="te-bal-item__label">Clearing Hold</span>
@@ -802,42 +925,50 @@
           <div class="te-acs-meta">
             <span
               class="te-acs-tag"
-              [class.te-acs-tag--active]="accountDetails?.status?.value === 'Active'"
+              [class.te-acs-tag--active]="activeDividendClaimRequest || accountDetails?.status?.value === 'Active'"
               [class.te-acs-tag--blocked]="accountDetails?.status?.value === 'Blocked'"
               [class.te-acs-tag--dormant]="accountDetails?.subStatus?.value === 'Dormant'"
               >{{
-                accountDetails?.subStatus?.value === 'Dormant' ? 'Dormant' : (accountDetails?.status?.value ?? '—')
+                activeDividendClaimRequest
+                  ? 'Awaiting Disbursement'
+                  : accountDetails?.subStatus?.value === 'Dormant'
+                    ? 'Dormant'
+                    : (accountDetails?.status?.value ?? '—')
               }}</span
             >
             <span class="te-acs-kv"
               ><b>A/c</b>
               {{
                 accountDetails?.depositType?.value ||
-                  (selectedRow?.acTyp === 'CA'
-                    ? 'Current'
-                    : selectedRow?.acTyp === 'SD'
-                      ? 'Savings'
-                      : selectedRow?.acTyp === 'FD'
-                        ? 'Fixed Dep.'
-                        : selectedRow?.acTyp === 'RD'
-                          ? 'Recurring'
-                          : selectedRow?.acTyp === 'GL'
-                            ? (accountDetails?.type?.value ?? 'GL Account')
-                            : selectedRow?.acTyp === 'SHR'
-                              ? 'Share'
-                              : selectedRow?.acTyp === 'LA'
-                                ? 'Loan'
-                                : '—')
+                  (activeDividendClaimRequest
+                    ? 'Dividend Claim'
+                    : selectedRow?.acTyp === 'CA'
+                      ? 'Current'
+                      : selectedRow?.acTyp === 'SD'
+                        ? 'Savings'
+                        : selectedRow?.acTyp === 'FD'
+                          ? 'Fixed Dep.'
+                          : selectedRow?.acTyp === 'RD'
+                            ? 'Recurring'
+                            : selectedRow?.acTyp === 'GL'
+                              ? (accountDetails?.type?.value ?? 'GL Account')
+                              : selectedRow?.acTyp === 'SHR'
+                                ? 'Share'
+                                : selectedRow?.acTyp === 'LA'
+                                  ? 'Loan'
+                                  : '—')
               }}</span
             >
             <span class="te-acs-kv"><b>Branch</b> {{ officeName ?? '—' }}</span>
             <span class="te-acs-kv"
               ><b>Product</b>
               {{
-                accountDetails?.savingsProductName ||
-                  accountDetails?.depositProductName ||
-                  accountDetails?.productName ||
-                  '—'
+                activeDividendClaimRequest
+                  ? 'Dividend Cash Payout'
+                  : accountDetails?.savingsProductName ||
+                    accountDetails?.depositProductName ||
+                    accountDetails?.productName ||
+                    '—'
               }}</span
             >
             <span class="te-acs-kv"
@@ -862,7 +993,7 @@
             </div>
             <div class="te-acs-b">
               <span class="te-acs-b-l">Tr. Hold</span>
-              <span class="te-acs-b-v">0.00</span>
+              <span class="te-acs-b-v">{{ freezeAmount | number: '1.2-2' }}</span>
             </div>
             <div class="te-acs-b">
               <span class="te-acs-b-l">Clr. Hold</span>
@@ -957,11 +1088,15 @@
                 <path d="M16 21V5a2 2 0 0 0-2-2h-4a2 2 0 0 0-2 2v16" />
               </svg>
               Denomination Entry
-              @if (denominationTotal > 0) {
-                <span class="te-mandate-badge">₹{{ denominationTotal | number: '1.2-2' }}</span>
-              }
-              @if (isCashPayment && denominationTotal <= 0) {
-                <span class="te-denom-required-badge">⚠ Required for Cash</span>
+              @if (isSelectedRowDdCashGl) {
+                <span class="te-mandate-badge">Target ₹{{ ddTargetTotal | number: '1.2-2' }}</span>
+              } @else {
+                @if (denominationTotal > 0) {
+                  <span class="te-mandate-badge">₹{{ denominationTotal | number: '1.2-2' }}</span>
+                }
+                @if (isCashPayment && denominationTotal <= 0) {
+                  <span class="te-denom-required-badge">⚠ Required for Cash</span>
+                }
               }
             </div>
             <div class="te-panel__body">
@@ -1011,7 +1146,26 @@
                 </tfoot>
               </table>
 
-              @if (denominationTotal > 0) {
+              @if (isSelectedRowDdCashGl) {
+                <div class="te-denom-actions">
+                  @if (denominationTotal <= 0) {
+                    <span class="te-denom-required-badge"
+                      >⚠ Count notes/coins totalling ₹{{ ddTargetTotal | number: '1.2-2' }}</span
+                    >
+                  } @else if (ddDenomMatchesTarget()) {
+                    <span class="te-denom-match-badge"
+                      >✓ Matches Total To Collect ₹{{ ddTargetTotal | number: '1.2-2' }}</span
+                    >
+                  } @else {
+                    <span class="te-denom-required-badge">
+                      ⚠ Must total ₹{{ ddTargetTotal | number: '1.2-2' }} (counted ₹{{
+                        denominationTotal | number: '1.2-2'
+                      }})
+                    </span>
+                  }
+                  <button class="te-btn" type="button" (click)="clearDenominations()">Clear</button>
+                </div>
+              } @else if (denominationTotal > 0) {
                 <div class="te-denom-actions">
                   <button class="te-btn te-btn--primary" type="button" (click)="applyDenominationTotal()">
                     Apply ₹{{ denominationTotal | number: '1.2-2' }} to Amount
@@ -1140,6 +1294,13 @@
             <span class="ws-header__title">Transaction Entry</span>
           </div>
           <div class="ws-header__right">
+            <button type="button" class="ws-btn ws-btn--ghost" (click)="openCustomerSearch()">
+              <svg width="13" height="13" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
+                <circle cx="11" cy="11" r="8" />
+                <line x1="21" y1="21" x2="16.65" y2="16.65" />
+              </svg>
+              Search Customer
+            </button>
             <span class="ws-header__effdt">
               <svg width="13" height="13" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
                 <rect x="3" y="4" width="18" height="18" rx="2" />
@@ -1191,7 +1352,7 @@
                             [class.ws-f__ctl--req]="!row.paymentTypeId"
                           >
                             <option [ngValue]="null">— Select —</option>
-                            @for (pt of paymentTypes; track pt.id) {
+                            @for (pt of paymentTypesForRow(row); track pt.id) {
                               <option [ngValue]="pt.id">{{ pt.name }}</option>
                             }
                           </select>
@@ -1270,7 +1431,7 @@
                       <div class="ws-group__fields">
                         <div class="ws-f ws-f--amt">
                           <label class="ws-f__lbl">
-                            AMOUNT
+                            {{ row.acTyp === 'SHR' ? 'SHARE NO.' : 'AMOUNT' }}
                             @if (!isClerk && activeWithdrawalRequest) {
                               <span class="ws-amt-locked-badge" title="Amount locked — approved withdrawal">🔒</span>
                             }
@@ -1280,27 +1441,51 @@
                             [class.ws-amt-wrap--cash]="isCashPayment && selectedRow === row"
                             [class.ws-amt-wrap--locked]="!isClerk && !!activeWithdrawalRequest"
                           >
-                            <span class="ws-amt-prefix">₹</span>
+                            @if (row.acTyp !== 'SHR') {
+                              <span class="ws-amt-prefix">₹</span>
+                            }
                             <input
                               class="ws-f__ctl ws-amt-input"
                               type="number"
                               [value]="row.amount ?? ''"
-                              (input)="row.amount = +$any($event.target).value"
+                              (input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
                               (click)="$event.stopPropagation()"
-                              placeholder="0.00"
+                              [placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
                               [readonly]="!isClerk && !!activeWithdrawalRequest"
                               [class.ws-amt-input--locked]="!isClerk && !!activeWithdrawalRequest"
                             />
                           </div>
+                          @if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
+                            <span class="ws-f__hint"
+                              >= ₹{{ (row.amount ?? 0) * rowSharePrices[row.acNo] | number: '1.2-2' }} @ ₹{{
+                                rowSharePrices[row.acNo] | number: '1.2-2'
+                              }}/share</span
+                            >
+                          }
                         </div>
-                        <div class="ws-f ws-f--cheqno">
-                          <label class="ws-f__lbl">CHEQUE NO.</label>
-                          <input class="ws-f__ctl ws-f__ctl--mono" [(ngModel)]="row.chequeNo" placeholder="—" />
-                        </div>
-                        <div class="ws-f ws-f--cheqdt">
-                          <label class="ws-f__lbl">CHEQ. DATE</label>
-                          <input class="ws-f__ctl" [(ngModel)]="row.cheqDate" placeholder="dd-mm-yyyy" />
-                        </div>
+                        @if (row.acTyp === 'SHR' && row.typ === 'Enter Bank Transfer') {
+                          <div class="ws-f ws-f--cheqno">
+                            <label class="ws-f__lbl">RESOLUTION NO.</label>
+                            <input
+                              class="ws-f__ctl"
+                              [(ngModel)]="row.resolutionNumber"
+                              placeholder="e.g. BR-2026-014"
+                            />
+                          </div>
+                          <div class="ws-f ws-f--cheqdt">
+                            <label class="ws-f__lbl">MEETING DATE</label>
+                            <input class="ws-f__ctl" type="date" [(ngModel)]="row.meetingDate" />
+                          </div>
+                        } @else {
+                          <div class="ws-f ws-f--cheqno">
+                            <label class="ws-f__lbl">CHEQUE NO.</label>
+                            <input class="ws-f__ctl ws-f__ctl--mono" [(ngModel)]="row.chequeNo" placeholder="—" />
+                          </div>
+                          <div class="ws-f ws-f--cheqdt">
+                            <label class="ws-f__lbl">CHEQ. DATE</label>
+                            <input class="ws-f__ctl" [(ngModel)]="row.cheqDate" placeholder="dd-mm-yyyy" />
+                          </div>
+                        }
                         <div class="ws-f ws-f--tok">
                           <label class="ws-f__lbl">TOK. NO.</label>
                           <input
@@ -1325,6 +1510,58 @@
                       </div>
                     </div>
                   </div>
+
+                  <!-- ── Row 3: DD Charges & GST — only for TYPE=DD, TXN TP=Cash, AC.TP=GL ── -->
+                  @if (isDdCashGlRow(row)) {
+                    <div class="ws-group-row ws-group-row--mt">
+                      <div class="ws-group ws-group--flex">
+                        <span class="ws-caption">DD Charges &amp; GST — Admin Rate {{ ddGstPercentage }}%</span>
+                        <div class="ws-group__fields">
+                          <div class="ws-f ws-f--amt">
+                            <label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
+                            <div class="ws-amt-wrap">
+                              <span class="ws-amt-prefix">₹</span>
+                              <input
+                                class="ws-f__ctl ws-amt-input"
+                                type="number"
+                                [value]="row.ddCharges ?? ''"
+                                (input)="row.ddCharges = +$any($event.target).value"
+                                placeholder="0.00"
+                              />
+                            </div>
+                          </div>
+                          <div class="ws-f ws-f--amt">
+                            <label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
+                              GST ({{ ddGstPercentage }}%)
+                            </label>
+                            <div class="ws-amt-wrap ws-amt-wrap--locked">
+                              <span class="ws-amt-prefix">₹</span>
+                              <input
+                                class="ws-f__ctl ws-amt-input ws-amt-input--locked"
+                                type="text"
+                                [value]="ddGstAmountFor(row) | number: '1.2-2'"
+                                readonly
+                              />
+                            </div>
+                          </div>
+                          <div class="ws-f ws-f--amt">
+                            <label class="ws-f__lbl" title="Amount + Charges + GST, rounded up to the next rupee">
+                              TOTAL TO COLLECT
+                            </label>
+                            <div class="ws-amt-wrap ws-amt-wrap--locked">
+                              <span class="ws-amt-prefix">₹</span>
+                              <input
+                                class="ws-f__ctl ws-amt-input ws-amt-input--locked"
+                                type="text"
+                                [value]="ddTotalPayableFor(row)"
+                                readonly
+                              />
+                            </div>
+                          </div>
+                        </div>
+                      </div>
+                    </div>
+                  }
                 </div>
               </div>
             }
@@ -1539,8 +1776,26 @@
               >{{ confirmData.symbol }}{{ confirmData.currentBalance | number: '1.2-2' }}</span
             >
           </div>
+          @if (confirmData.isDdCashGl) {
+            <div class="te-confirm-row">
+              <span class="te-confirm-label">DD Face Value</span
+              ><span class="te-confirm-val"
+                >{{ confirmData.symbol }}{{ confirmData.ddFaceValue | number: '1.2-2' }}</span
+              >
+            </div>
+            <div class="te-confirm-row">
+              <span class="te-confirm-label">Charges</span
+              ><span class="te-confirm-val">{{ confirmData.symbol }}{{ confirmData.ddCharges | number: '1.2-2' }}</span>
+            </div>
+            <div class="te-confirm-row">
+              <span class="te-confirm-label">GST ({{ confirmData.ddGstPercentage }}%)</span
+              ><span class="te-confirm-val"
+                >{{ confirmData.symbol }}{{ confirmData.ddGstAmount | number: '1.2-2' }}</span
+              >
+            </div>
+          }
           <div class="te-confirm-row te-confirm-row--amount">
-            <span class="te-confirm-label">Deposit Amount</span>
+            <span class="te-confirm-label">{{ confirmData.isDdCashGl ? 'Total To Collect' : 'Deposit Amount' }}</span>
             <span class="te-confirm-val te-cr"
               >+{{ confirmData.symbol }}{{ confirmData.amount | number: '1.2-2' }}</span
             >
@@ -1677,6 +1932,15 @@
           @for (line of alertModal.lines; track $index) {
             @if ($index === 0) {
               <p class="te-alert-box__desc">{{ line }}</p>
+            } @else if (line.startsWith('⚠')) {
+              <div class="te-alert-box__callout">
+                <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round">
+                  <path d="M10.29 3.86L1.82 18a2 2 0 0 0 1.71 3h16.94a2 2 0 0 0 1.71-3L13.71 3.86a2 2 0 0 0-3.42 0z" />
+                  <line x1="12" y1="9" x2="12" y2="13" />
+                  <line x1="12" y1="17" x2="12.01" y2="17" />
+                </svg>
+                <span>{{ line.slice(1).trim() }}</span>
+              </div>
             } @else if (line.includes(':') && $index < alertModal.lines.length - 1) {
               <div class="te-alert-box__kv">
                 <span class="te-alert-box__kv-k">{{ line.split(':')[0].trim() }}</span>

src/app/cashier/transaction-entry/transaction-entry.component.scss

@@ -961,6 +961,14 @@ input.ws-amt-input--locked {
   flex-shrink: 0;
 }
 
+.ws-f__hint {
+  display: block;
+  margin-top: 2px;
+  font-size: 10px;
+  color: $ws-muted;
+  font-weight: 500;
+}
+
 .ws-amt-input {
   flex: 1;
   height: 100%;
@@ -1928,6 +1936,19 @@ select.te-cell {
   animation: te-pulse 1.5s ease-in-out infinite;
 }
 
+// Denomination matches DD target badge
+.te-denom-match-badge {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 8px;
+  border-radius: 999px;
+  font-size: 10px;
+  font-weight: 700;
+  background: #dcfce7;
+  color: #15803d;
+  border: 1px solid #86efac;
+}
+
 @keyframes te-pulse {
   0%,
   100% {
@@ -1982,12 +2003,12 @@ select.te-cell {
 
 .te-alert-box {
   display: flex;
-  width: 480px;
-  max-width: 96vw;
-  border-radius: 16px;
+  width: 400px;
+  max-width: 94vw;
+  border-radius: 14px;
   overflow: hidden;
   box-shadow:
-    0 32px 80px rgb(0 0 0 / 35%),
+    0 24px 60px rgb(0 0 0 / 32%),
     0 0 0 1px rgb(255 255 255 / 8%);
   animation: te-pop-in 0.3s cubic-bezier(0.34, 1.56, 0.64, 1);
 
@@ -1997,32 +2018,35 @@ select.te-cell {
     flex-direction: column;
     align-items: center;
     justify-content: center;
-    gap: 10px;
-    width: 76px;
+    gap: 8px;
+    width: 56px;
     flex-shrink: 0;
-    padding: 24px 0;
+    padding: 16px 0;
   }
 
   &__sidebar-icon {
-    width: 40px;
-    height: 40px;
+    width: 32px;
+    height: 32px;
     border-radius: 50%;
     display: flex;
     align-items: center;
     justify-content: center;
     background: rgb(255 255 255 / 20%);
+    box-shadow:
+      0 0 0 1px rgb(255 255 255 / 15%),
+      inset 0 1px 2px rgb(255 255 255 / 25%);
 
     svg {
-      width: 22px;
-      height: 22px;
+      width: 17px;
+      height: 17px;
       stroke: #fff;
     }
   }
 
   &__sidebar-type {
-    font-size: 8px;
+    font-size: 7px;
     font-weight: 900;
-    letter-spacing: 0.12em;
+    letter-spacing: 0.1em;
     color: rgb(255 255 255 / 70%);
     text-transform: uppercase;
     writing-mode: vertical-lr;
@@ -2032,6 +2056,7 @@ select.te-cell {
   // ── Right content ─────────────────────────────────────────────────────────
   &__content {
     flex: 1;
+    min-width: 0;
     background: #fff;
     display: flex;
     flex-direction: column;
@@ -2041,12 +2066,12 @@ select.te-cell {
     display: flex;
     align-items: flex-start;
     justify-content: space-between;
-    padding: 20px 20px 12px;
+    padding: 14px 16px 8px;
     border-bottom: 1px solid #f1f5f9;
 
     h3 {
       margin: 0;
-      font-size: 15px;
+      font-size: 13.5px;
       font-weight: 800;
       color: #0f172a;
       letter-spacing: -0.02em;
@@ -2070,52 +2095,87 @@ select.te-cell {
 
   &__lines {
     flex: 1;
-    padding: 14px 20px;
+    max-height: 60vh;
+    overflow-y: auto;
+    padding: 10px 16px;
   }
 
   &__desc {
-    margin: 0 0 10px;
-    font-size: 12.5px;
+    margin: 0 0 8px;
+    font-size: 11.5px;
     color: #64748b;
-    line-height: 1.55;
+    line-height: 1.5;
   }
 
   &__kv {
     display: flex;
     align-items: center;
     justify-content: space-between;
-    padding: 7px 12px;
-    margin: 4px 0;
+    gap: 10px;
+    padding: 5px 10px;
+    margin: 3px 0;
     background: #f8fafc;
-    border-radius: 8px;
+    border-radius: 7px;
     border-left: 3px solid #e2e8f0;
+    transition: background-color 0.15s;
+
+    &:hover {
+      background: #f1f5f9;
+    }
   }
 
   &__kv-k {
-    font-size: 12px;
+    font-size: 11px;
     font-weight: 700;
     color: #334155;
   }
 
   &__kv-v {
-    font-size: 12px;
+    font-size: 11px;
     font-weight: 600;
     color: #475569;
     font-variant-numeric: tabular-nums;
+    text-align: right;
   }
 
   &__foot {
-    margin: 10px 0 0;
-    font-size: 11px;
+    margin: 8px 0 0;
+    font-size: 10px;
     color: #94a3b8;
     font-style: italic;
+    line-height: 1.4;
+  }
+
+  &__callout {
+    display: flex;
+    align-items: flex-start;
+    gap: 8px;
+    margin: 8px 0;
+    padding: 8px 10px;
+    background: #fffbeb;
+    border: 1px solid #fde68a;
+    border-left: 3px solid #d97706;
+    border-radius: 9px;
+    font-size: 11px;
+    font-weight: 600;
+    color: #92400e;
+    line-height: 1.45;
+    animation: te-pop-in 0.25s cubic-bezier(0.34, 1.56, 0.64, 1);
+
+    svg {
+      width: 14px;
+      height: 14px;
+      flex-shrink: 0;
+      margin-top: 1px;
+      color: #d97706;
+    }
   }
 
   &__actions {
     display: flex;
     justify-content: flex-end;
     gap: 8px;
-    padding: 14px 20px;
+    padding: 10px 16px;
     border-top: 1px solid #f1f5f9;
     background: #fafafa;
   }
@@ -2183,11 +2243,11 @@ select.te-cell {
   display: inline-flex;
   align-items: center;
   justify-content: center;
-  padding: 8px 20px;
-  min-width: 90px;
-  border-radius: 8px;
+  padding: 7px 16px;
+  min-width: 76px;
+  border-radius: 7px;
   border: none;
-  font-size: 12.5px;
+  font-size: 12px;
   font-weight: 700;
   cursor: pointer;
   transition:

src/app/chequebook/cheque-book-detail/cheque-book-detail.component.html

@@ -0,0 +1,150 @@
+<!--
+  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="container">
+  <div class="page-header">
+    <h2>{{ 'labels.inputs.Cheque Book' | translate }} #{{ book.id }}</h2>
+    <button mat-raised-button [routerLink]="['/chequebook', 'books']">{{ 'labels.buttons.Back' | translate }}</button>
+  </div>
+
+  <mat-card class="info-card">
+    <mat-card-content>
+      <div class="info-grid">
+        <div>
+          <span class="k">{{ 'labels.inputs.Account' | translate }}</span>
+          <span>
+            {{ book.accountNo || book.accountId }}
+            @if (book.clientName) {
+              — {{ book.clientName }}
+            }
+          </span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Account Type' | translate }}</span
+          ><span>{{ book.accountType }}</span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Office' | translate }}</span
+          ><span>{{ book.officeName }}</span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Series' | translate }}</span
+          ><span>{{ book.seriesCode || '–' }}</span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Leaf Range' | translate }}</span>
+          <span>{{ book.rangeStart ? book.rangeStart + ' – ' + book.rangeEnd : '–' }}</span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Quantity' | translate }}</span
+          ><span>{{ book.noOfBooks }} {{ 'labels.inputs.books' | translate }}</span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Status' | translate }}</span
+          ><span>{{ book.status }}</span>
+        </div>
+        <div>
+          <span class="k">{{ 'labels.inputs.Issue Date' | translate }}</span
+          ><span>{{ book.issueDate ? (book.issueDate | dateFormat) : '–' }}</span>
+        </div>
+      </div>
+    </mat-card-content>
+  </mat-card>
+
+  @if (book.status === 'ISSUED') {
+    <div class="action-toolbar">
+      <button mat-stroked-button color="warn" (click)="startAction('stoppayment')">
+        {{ 'labels.buttons.Stop Payment' | translate }}
+      </button>
+      <button mat-stroked-button (click)="startAction('revokestoppayment')">
+        {{ 'labels.buttons.Revoke Stop Payment' | translate }}
+      </button>
+      <button mat-stroked-button color="warn" (click)="startAction('reportlost')">
+        {{ 'labels.buttons.Report Lost' | translate }}
+      </button>
+      <button mat-stroked-button (click)="startAction('cancelleaf')">
+        {{ 'labels.buttons.Cancel Leaf' | translate }}
+      </button>
+      <button mat-stroked-button color="primary" (click)="startAction('markused')">
+        {{ 'labels.buttons.Mark as Used' | translate }}
+      </button>
+      <button mat-stroked-button color="warn" (click)="startAction('return')">
+        {{ 'labels.buttons.Flag Returned' | translate }}
+      </button>
+    </div>
+  }
+
+  @if (activeAction) {
+    <mat-card class="add-form">
+      <mat-card-content>
+        <form [formGroup]="actionForm" (ngSubmit)="submitAction()">
+          <div class="form-grid">
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.From Leaf Seq' | translate }}</mat-label>
+              <input matInput type="number" formControlName="fromLeafSeq" />
+              <mat-hint>{{ 'labels.text.Leave blank for the whole book' | translate }}</mat-hint>
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.To Leaf Seq' | translate }}</mat-label>
+              <input matInput type="number" formControlName="toLeafSeq" />
+            </mat-form-field>
+            @if (activeAction !== 'revokestoppayment') {
+              <mat-form-field appearance="fill">
+                <mat-label>{{ 'labels.inputs.Reason' | translate }}</mat-label>
+                <input matInput formControlName="reason" [required]="activeAction !== 'markused'" />
+                @if (activeAction === 'markused') {
+                  <mat-hint>{{
+                    'labels.text.Optional — e.g. cleared per bank statement dated ...' | translate
+                  }}</mat-hint>
+                }
+              </mat-form-field>
+            }
+          </div>
+          <div class="form-actions">
+            <button mat-raised-button type="button" (click)="activeAction = null">
+              {{ 'labels.buttons.Cancel' | translate }}
+            </button>
+            <button mat-raised-button color="warn" type="submit" [disabled]="actionForm.invalid || busy">
+              {{ 'labels.buttons.Submit' | translate }}
+            </button>
+          </div>
+        </form>
+      </mat-card-content>
+    </mat-card>
+  }
+
+  <div class="leaf-grid-wrapper mat-elevation-z1">
+    <div class="leaf-grid">
+      @for (l of leaves; track l.leafSerialNo) {
+        <button
+          type="button"
+          class="serial-circle"
+          [ngClass]="
+            l.status === 'ACTIVE'
+              ? 'ok'
+              : l.status === 'USED'
+                ? 'used'
+                : l.status === 'STOP_PAYMENT'
+                  ? 'warn'
+                  : l.status === 'LOST'
+                    ? 'bad'
+                    : l.status === 'RETURNED'
+                      ? 'returned'
+                      : 'neutral'
+          "
+          (click)="selectLeaf(l)"
+        >
+          {{ l.leafSerialNo }}
+        </button>
+      }
+    </div>
+    @if (leaves.length === 0) {
+      <div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
+    }
+  </div>
+</div>

src/app/chequebook/cheque-book-detail/cheque-book-detail.component.scss

@@ -0,0 +1,131 @@
+/**
+ * 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/.
+ */
+
+.container {
+  padding: 16px;
+}
+
+.page-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 16px;
+}
+
+.info-card {
+  margin-bottom: 16px;
+}
+
+.info-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
+  gap: 12px 24px;
+
+  div {
+    display: flex;
+    flex-direction: column;
+  }
+
+  .k {
+    font-size: 0.72rem;
+    text-transform: uppercase;
+    color: rgb(0 0 0 / 50%);
+  }
+}
+
+.action-toolbar {
+  display: flex;
+  gap: 12px;
+  flex-wrap: wrap;
+  margin-bottom: 16px;
+}
+
+.add-form {
+  margin-bottom: 16px;
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
+  gap: 12px 20px;
+}
+
+mat-form-field {
+  width: 100%;
+}
+
+.form-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 12px;
+  margin-top: 16px;
+}
+
+.leaf-grid-wrapper {
+  background: #fff;
+  padding: 16px;
+}
+
+.leaf-grid {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 14px;
+}
+
+.serial-circle {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 48px;
+  height: 48px;
+  border-radius: 50%;
+  border: 2px solid currentcolor;
+  background: #fff;
+  font-size: 12px;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  cursor: pointer;
+  transition:
+    transform 0.1s ease,
+    box-shadow 0.1s ease;
+
+  &:hover {
+    transform: scale(1.06);
+    box-shadow: 0 2px 6px rgb(0 0 0 / 15%);
+  }
+
+  &.ok {
+    color: #28c07a;
+  }
+
+  &.used {
+    color: #1976d2;
+  }
+
+  &.bad {
+    color: #d32f2f;
+  }
+
+  &.warn {
+    color: #a16207;
+  }
+
+  &.neutral {
+    color: #757575;
+  }
+
+  &.returned {
+    color: #9333ea;
+  }
+}
+
+.empty-state {
+  padding: 24px;
+  text-align: center;
+  color: rgb(0 0 0 / 50%);
+}

src/app/chequebook/cheque-book-detail/cheque-book-detail.component.ts

@@ -0,0 +1,137 @@
+/**
+ * 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, inject } from '@angular/core';
+import { ActivatedRoute, RouterLink } from '@angular/router';
+import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import { MatButtonModule } from '@angular/material/button';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { MatDialog } from '@angular/material/dialog';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { Observable } from 'rxjs';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Custom Services */
+import { ChequeBookService } from '../chequebook.service';
+import { LeafDetailDialogComponent } from './leaf-detail-dialog/leaf-detail-dialog.component';
+
+type LeafAction = 'stoppayment' | 'revokestoppayment' | 'reportlost' | 'cancelleaf' | 'markused' | 'return';
+
+/**
+ * One issued cheque book: its leaf register, and the six leaf-range actions (stop-payment, revoke,
+ * report-lost, cancel-leaf, mark-used, return) — each defaults to the whole book when no range is given.
+ * "Mark as used" is a manual record (this CBS has no clearing/presentment integration to detect it itself)
+ * — a branch sets it once it sees a leaf clear on the bank/clearing statement. "Return" flags a leaf as
+ * presented-and-dishonoured (insufficient funds, signature mismatch, etc.) — terminal, like report-lost.
+ */
+@Component({
+  selector: 'mifosx-cheque-book-detail',
+  templateUrl: './cheque-book-detail.component.html',
+  styleUrls: ['./cheque-book-detail.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    RouterLink,
+    MatButtonModule,
+    MatSnackBarModule,
+    FaIconComponent
+  ]
+})
+export class ChequeBookDetailComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private formBuilder = inject(UntypedFormBuilder);
+  private chequeBookService = inject(ChequeBookService);
+  private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  bookId!: string;
+  book: any = {};
+  leaves: any[] = [];
+  busy = false;
+
+  activeAction: LeafAction | null = null;
+  actionForm: UntypedFormGroup;
+
+  constructor() {
+    this.actionForm = this.formBuilder.group({
+      fromLeafSeq: [''],
+      toLeafSeq: [''],
+      reason: ['']
+    });
+  }
+
+  ngOnInit(): void {
+    this.bookId = this.route.snapshot.paramMap.get('id') as string;
+    this.loadAll();
+  }
+
+  loadAll(): void {
+    this.chequeBookService.getBook(this.bookId).subscribe((data: any) => (this.book = data || {}));
+    this.chequeBookService.getLeaves(this.bookId).subscribe((data: any[]) => {
+      this.leaves = data || [];
+    });
+  }
+
+  selectLeaf(leaf: any): void {
+    this.dialog.open(LeafDetailDialogComponent, { data: leaf, width: '420px' });
+  }
+
+  startAction(action: LeafAction): void {
+    this.activeAction = this.activeAction === action ? null : action;
+    this.actionForm.reset();
+    const reasonControl = this.actionForm.get('reason');
+    if (action === 'revokestoppayment' || action === 'markused') {
+      reasonControl?.clearValidators();
+    } else {
+      reasonControl?.setValidators(Validators.required);
+    }
+    reasonControl?.updateValueAndValidity();
+  }
+
+  submitAction(): void {
+    if (this.actionForm.invalid || this.busy || !this.activeAction) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.actionForm.value;
+    const payload: any = { locale: 'en' };
+    if (raw.fromLeafSeq !== '' && raw.fromLeafSeq != null) payload.fromLeafSeq = raw.fromLeafSeq;
+    if (raw.toLeafSeq !== '' && raw.toLeafSeq != null) payload.toLeafSeq = raw.toLeafSeq;
+    if (raw.reason) payload.reason = raw.reason;
+
+    const actionCalls: Record<LeafAction, (bookId: string, payload: any) => Observable<any>> = {
+      stoppayment: (id, p) => this.chequeBookService.stopPayment(id, p),
+      revokestoppayment: (id, p) => this.chequeBookService.revokeStopPayment(id, p),
+      reportlost: (id, p) => this.chequeBookService.reportBookLost(id, p),
+      cancelleaf: (id, p) => this.chequeBookService.cancelLeaf(id, p),
+      markused: (id, p) => this.chequeBookService.markUsed(id, p),
+      return: (id, p) => this.chequeBookService.returnBook(id, p)
+    };
+    const call = actionCalls[this.activeAction](this.bookId, payload);
+
+    call.subscribe({
+      next: () => {
+        this.busy = false;
+        this.activeAction = null;
+        this.notify('Action applied');
+        this.loadAll();
+      },
+      error: () => {
+        this.busy = false;
+        this.notify(
+          'Action failed — check the leaf range and that the leaves are in a state that allows this action',
+          true
+        );
+      }
+    });
+  }
+}

src/app/chequebook/cheque-book-detail/leaf-detail-dialog/leaf-detail-dialog.component.html

@@ -0,0 +1,72 @@
+<!--
+  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/.
+-->
+
+<h1 mat-dialog-title>
+  <span
+    class="serial-circle"
+    [ngClass]="
+      data.status === 'ACTIVE'
+        ? 'ok'
+        : data.status === 'USED'
+          ? 'used'
+          : data.status === 'STOP_PAYMENT'
+            ? 'warn'
+            : data.status === 'LOST'
+              ? 'bad'
+              : data.status === 'RETURNED'
+                ? 'returned'
+                : 'neutral'
+    "
+    >{{ data.leafSerialNo }}</span
+  >
+</h1>
+<div mat-dialog-content>
+  <div class="info-grid">
+    <div>
+      <span class="k">{{ 'labels.inputs.Serial No' | translate }}</span
+      ><span>{{ data.leafSerialNo }}</span>
+    </div>
+    <div>
+      <span class="k">{{ 'labels.inputs.Status' | translate }}</span
+      ><span>{{ data.status }}</span>
+    </div>
+    @if (data.stopReason) {
+      <div>
+        <span class="k">{{ 'labels.inputs.Stop Reason' | translate }}</span
+        ><span>{{ data.stopReason }}</span>
+      </div>
+    }
+    @if (data.lostReason) {
+      <div>
+        <span class="k">{{ 'labels.inputs.Lost Reason' | translate }}</span
+        ><span>{{ data.lostReason }}</span>
+      </div>
+    }
+    @if (data.cancelledReason) {
+      <div>
+        <span class="k">{{ 'labels.inputs.Cancelled Reason' | translate }}</span
+        ><span>{{ data.cancelledReason }}</span>
+      </div>
+    }
+    @if (data.usedReason) {
+      <div>
+        <span class="k">{{ 'labels.inputs.Used Reason' | translate }}</span
+        ><span>{{ data.usedReason }}</span>
+      </div>
+    }
+    @if (data.returnReason) {
+      <div>
+        <span class="k">{{ 'labels.inputs.Return Reason' | translate }}</span
+        ><span>{{ data.returnReason }}</span>
+      </div>
+    }
+  </div>
+</div>
+<mat-dialog-actions align="end">
+  <button mat-raised-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
+</mat-dialog-actions>

src/app/chequebook/cheque-book-detail/leaf-detail-dialog/leaf-detail-dialog.component.scss

@@ -0,0 +1,59 @@
+/**
+ * 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/.
+ */
+
+.info-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
+  gap: 12px 24px;
+  min-width: 280px;
+
+  div {
+    display: flex;
+    flex-direction: column;
+  }
+
+  .k {
+    font-size: 0.72rem;
+    text-transform: uppercase;
+    color: rgb(0 0 0 / 50%);
+  }
+}
+
+.serial-circle {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 48px;
+  height: 48px;
+  border-radius: 50%;
+  border: 2px solid currentcolor;
+  background: #fff;
+  font-size: 13px;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+
+  &.ok {
+    color: #28c07a;
+  }
+
+  &.used {
+    color: #1976d2;
+  }
+
+  &.bad {
+    color: #d32f2f;
+  }
+
+  &.warn {
+    color: #a16207;
+  }
+
+  &.neutral {
+    color: #757575;
+  }
+}

src/app/chequebook/cheque-book-detail/leaf-detail-dialog/leaf-detail-dialog.component.ts

@@ -0,0 +1,39 @@
+/**
+ * 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, inject } from '@angular/core';
+import {
+  MatDialogRef,
+  MAT_DIALOG_DATA,
+  MatDialogTitle,
+  MatDialogContent,
+  MatDialogActions,
+  MatDialogClose
+} from '@angular/material/dialog';
+import { CdkScrollable } from '@angular/cdk/scrolling';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Popup shown when a leaf circle in the cheque-book detail grid is clicked. */
+@Component({
+  selector: 'mifosx-leaf-detail-dialog',
+  templateUrl: './leaf-detail-dialog.component.html',
+  styleUrls: ['./leaf-detail-dialog.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatDialogTitle,
+    CdkScrollable,
+    MatDialogContent,
+    MatDialogActions,
+    MatDialogClose
+  ]
+})
+export class LeafDetailDialogComponent {
+  dialogRef = inject<MatDialogRef<LeafDetailDialogComponent>>(MatDialogRef);
+  data = inject(MAT_DIALOG_DATA);
+}

src/app/chequebook/cheque-books/cheque-books.component.html

@@ -0,0 +1,239 @@
+<!--
+  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="container">
+  <div class="page-header">
+    <h2>{{ 'labels.inputs.Cheque Books' | translate }}</h2>
+    <div class="header-actions">
+      <button mat-raised-button color="primary" (click)="showRequestForm = !showRequestForm">
+        <fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Request Cheque Book' | translate }}
+      </button>
+      <button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
+    </div>
+  </div>
+
+  <div class="filter-row">
+    @for (s of ['REQUESTED', 'ISSUED', 'REJECTED', 'WITHDRAWN']; track s) {
+      <button mat-stroked-button [class.active]="statusFilter === s" (click)="filterByStatus(s)">{{ s }}</button>
+    }
+  </div>
+
+  @if (showRequestForm) {
+    <mat-card class="add-form">
+      <mat-card-content>
+        <form [formGroup]="requestForm" (ngSubmit)="submitRequest()">
+          <div class="form-grid">
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Account Type' | translate }}</mat-label>
+              <mat-select formControlName="accountType" required (selectionChange)="onAccountTypeChange()">
+                <mat-option value="SAVINGS">{{ 'labels.inputs.Savings' | translate }}</mat-option>
+                <mat-option value="CURRENT">{{ 'labels.inputs.Current' | translate }}</mat-option>
+              </mat-select>
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Account Number' | translate }}</mat-label>
+              <input
+                matInput
+                formControlName="accountNo"
+                (input)="onAccountNoInput($any($event.target).value)"
+                required
+              />
+              @if (searchingAccount) {
+                <mat-hint>{{ 'labels.text.Searching...' | translate }}</mat-hint>
+              } @else if (resolvedAccount) {
+                <mat-hint class="ok-hint">
+                  &check; {{ resolvedAccount.accountNo }}
+                  @if (resolvedAccount.clientName) {
+                    — {{ resolvedAccount.clientName }}
+                  }
+                  @if (resolvedAccount.status) {
+                    ({{ resolvedAccount.status }})
+                  }
+                </mat-hint>
+              } @else if (accountError) {
+                <mat-hint class="err-hint">{{ accountError | translate }}</mat-hint>
+              } @else {
+                <mat-hint>{{ 'labels.text.Type at least 4 digits of the account number' | translate }}</mat-hint>
+              }
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Office' | translate }}</mat-label>
+              <mat-select formControlName="officeId" required>
+                @for (office of offices; track office.id) {
+                  <mat-option [value]="office.id">{{ office.name }}</mat-option>
+                }
+              </mat-select>
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Series' | translate }}</mat-label>
+              <mat-select formControlName="seriesId" required>
+                @for (s of requestableSeries; track s.id) {
+                  <mat-option [value]="s.id">
+                    {{ s.seriesCode }} — {{ s.name }} ({{ s.leavesPerBook }}-{{ 'labels.inputs.leaf' | translate }},
+                    {{ availableBooksForRequestSeries(s.id) }} {{ 'labels.inputs.books available' | translate }})
+                  </mat-option>
+                }
+              </mat-select>
+              <mat-hint>{{ 'labels.text.Only series applicable to this account type are shown' | translate }}</mat-hint>
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Number of Books' | translate }}</mat-label>
+              <input matInput type="number" formControlName="noOfBooks" required />
+              <mat-hint>{{ 'labels.text.Leaves handed over = books x the series book size' | translate }}</mat-hint>
+            </mat-form-field>
+          </div>
+          <div class="form-actions">
+            <button mat-raised-button type="button" (click)="showRequestForm = false">
+              {{ 'labels.buttons.Cancel' | translate }}
+            </button>
+            <button mat-raised-button color="primary" type="submit" [disabled]="requestForm.invalid || busy">
+              {{ 'labels.buttons.Submit' | translate }}
+            </button>
+          </div>
+        </form>
+      </mat-card-content>
+    </mat-card>
+  }
+
+  <div class="table-wrapper mat-elevation-z1">
+    <table mat-table [dataSource]="books">
+      <ng-container matColumnDef="id">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Id' | translate }}</th>
+        <td mat-cell *matCellDef="let b">{{ b.id }}</td>
+      </ng-container>
+      <ng-container matColumnDef="accountType">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account Type' | translate }}</th>
+        <td mat-cell *matCellDef="let b">{{ b.accountType }}</td>
+      </ng-container>
+      <ng-container matColumnDef="account">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account' | translate }}</th>
+        <td mat-cell *matCellDef="let b">
+          {{ b.accountNo || b.accountId }}
+          @if (b.clientName) {
+            <span>({{ b.clientName }})</span>
+          }
+        </td>
+      </ng-container>
+      <ng-container matColumnDef="officeName">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Office' | translate }}</th>
+        <td mat-cell *matCellDef="let b">{{ b.officeName }}</td>
+      </ng-container>
+      <ng-container matColumnDef="seriesCode">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series' | translate }}</th>
+        <td mat-cell *matCellDef="let b">{{ b.seriesCode }}</td>
+      </ng-container>
+      <ng-container matColumnDef="quantity">
+        <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Quantity' | translate }}</th>
+        <td mat-cell *matCellDef="let b" class="num">
+          {{ b.noOfBooks }} {{ 'labels.inputs.books' | translate }}
+          @if (b.totalLeaves) {
+            <span class="muted">({{ b.totalLeaves }} {{ 'labels.inputs.leaves' | translate }})</span>
+          }
+        </td>
+      </ng-container>
+      <ng-container matColumnDef="status">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
+        <td mat-cell *matCellDef="let b">
+          <span
+            class="pill"
+            [ngClass]="
+              b.status === 'ISSUED' ? 'ok' : b.status === 'REJECTED' || b.status === 'WITHDRAWN' ? 'bad' : 'neutral'
+            "
+            >{{ b.status }}</span
+          >
+        </td>
+      </ng-container>
+      <ng-container matColumnDef="requestedDate">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Requested Date' | translate }}</th>
+        <td mat-cell *matCellDef="let b">{{ b.requestedDate | dateFormat }}</td>
+      </ng-container>
+      <ng-container matColumnDef="actions">
+        <th mat-header-cell *matHeaderCellDef></th>
+        <td mat-cell *matCellDef="let b" (click)="$event.stopPropagation()">
+          @if (b.status === 'REQUESTED') {
+            <button mat-button color="primary" (click)="toggleIssue(b)">
+              {{ 'labels.buttons.Issue' | translate }}
+            </button>
+            <button mat-button color="warn" (click)="toggleReject(b)">{{ 'labels.buttons.Reject' | translate }}</button>
+          }
+          @if (b.status === 'ISSUED') {
+            <button mat-button (click)="openBook(b)">{{ 'labels.buttons.View' | translate }}</button>
+            <button mat-button color="warn" (click)="withdraw(b)">{{ 'labels.buttons.Withdraw' | translate }}</button>
+          }
+        </td>
+      </ng-container>
+      <tr mat-header-row *matHeaderRowDef="columns"></tr>
+      <tr mat-row *matRowDef="let row; columns: columns" (click)="openBook(row)" class="clickable-row"></tr>
+    </table>
+    @if (books.length === 0) {
+      <div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
+    }
+    @if (totalRecords > 0) {
+      <mat-paginator
+        [length]="totalRecords"
+        [pageSize]="pageSize"
+        [pageSizeOptions]="pageSizeOptions"
+        [pageIndex]="pageIndex"
+        showFirstLastButtons
+        (page)="onPageChange($event)"
+      ></mat-paginator>
+    }
+  </div>
+
+  @if (issueForBookId) {
+    <mat-card class="add-form">
+      <mat-card-content>
+        <h3>{{ 'labels.inputs.Issue Cheque Book' | translate }}</h3>
+        <p class="issue-need">
+          {{ 'labels.inputs.Requested' | translate }}: <strong>{{ issueForBook?.noOfBooks }}</strong>
+          {{ 'labels.inputs.books' | translate }} — {{ issueForBook?.seriesCode }}
+          <span [class.err-hint]="issueAvailableBooks < (issueForBook?.noOfBooks || 0)">
+            ({{ issueAvailableBooks }} {{ 'labels.inputs.books available' | translate }})
+          </span>
+        </p>
+        <form [formGroup]="issueForm" (ngSubmit)="submitIssue(issueForBookId)">
+          <mat-checkbox formControlName="collectionAcknowledged">
+            {{ 'labels.inputs.Customer collected the book now' | translate }}
+          </mat-checkbox>
+          <div class="form-actions">
+            <button mat-raised-button type="button" (click)="issueForBookId = null; issueForBook = null">
+              {{ 'labels.buttons.Cancel' | translate }}
+            </button>
+            <button mat-raised-button color="primary" type="submit" [disabled]="issueForm.invalid || busy">
+              {{ 'labels.buttons.Issue' | translate }}
+            </button>
+          </div>
+        </form>
+      </mat-card-content>
+    </mat-card>
+  }
+
+  @if (rejectForBookId) {
+    <mat-card class="add-form">
+      <mat-card-content>
+        <h3>{{ 'labels.inputs.Reject Cheque Book Request' | translate }}</h3>
+        <form [formGroup]="rejectForm" (ngSubmit)="submitReject(rejectForBookId)">
+          <div class="form-grid">
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Rejection Reason' | translate }}</mat-label>
+              <input matInput formControlName="rejectionReason" required />
+            </mat-form-field>
+          </div>
+          <div class="form-actions">
+            <button mat-raised-button type="button" (click)="rejectForBookId = null">
+              {{ 'labels.buttons.Cancel' | translate }}
+            </button>
+            <button mat-raised-button color="warn" type="submit" [disabled]="rejectForm.invalid || busy">
+              {{ 'labels.buttons.Reject' | translate }}
+            </button>
+          </div>
+        </form>
+      </mat-card-content>
+    </mat-card>
+  }
+</div>

src/app/chequebook/cheque-books/cheque-books.component.scss

@@ -0,0 +1,128 @@
+/**
+ * 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/.
+ */
+
+.container {
+  padding: 16px;
+}
+
+.page-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 16px;
+}
+
+.header-actions {
+  display: flex;
+  gap: 12px;
+}
+
+.filter-row {
+  display: flex;
+  gap: 8px;
+  margin-bottom: 16px;
+
+  button.active {
+    background: rgb(25 118 210 / 12%);
+  }
+}
+
+.add-form {
+  margin-bottom: 16px;
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
+  gap: 12px 20px;
+  margin-bottom: 8px;
+}
+
+mat-form-field {
+  width: 100%;
+}
+
+.form-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 12px;
+  margin-top: 16px;
+}
+
+.table-wrapper {
+  overflow-x: auto;
+  background: #fff;
+}
+
+table {
+  width: 100%;
+}
+
+.clickable-row {
+  cursor: pointer;
+
+  &:hover {
+    background: rgb(0 0 0 / 3%);
+  }
+}
+
+td.num,
+th.num {
+  text-align: right;
+  font-variant-numeric: tabular-nums;
+}
+
+.muted {
+  color: rgb(0 0 0 / 50%);
+  font-size: 0.8rem;
+  margin-left: 4px;
+}
+
+.issue-need {
+  margin: 0 0 8px;
+  font-size: 0.9rem;
+  color: rgb(0 0 0 / 70%);
+}
+
+::ng-deep .ok-hint {
+  color: #28c07a;
+  font-weight: 600;
+}
+
+::ng-deep .err-hint {
+  color: #d32f2f;
+  font-weight: 600;
+}
+
+.pill {
+  font-size: 11px;
+  padding: 2px 8px;
+  border-radius: 6px;
+  font-weight: 600;
+
+  &.ok {
+    background: #dff5e8;
+    color: #28c07a;
+  }
+
+  &.bad {
+    background: #fde3e3;
+    color: #d32f2f;
+  }
+
+  &.neutral {
+    background: #e0e0e0;
+    color: #757575;
+  }
+}
+
+.empty-state {
+  padding: 24px;
+  text-align: center;
+  color: rgb(0 0 0 / 50%);
+}

src/app/chequebook/cheque-books/cheque-books.component.ts

@@ -0,0 +1,366 @@
+/**
+ * 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, inject } from '@angular/core';
+import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import { Router } from '@angular/router';
+import { MatIconModule } from '@angular/material/icon';
+import { MatButtonModule } from '@angular/material/button';
+import { MatTableModule } from '@angular/material/table';
+import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { Subject } from 'rxjs';
+import { debounceTime, distinctUntilChanged } from 'rxjs/operators';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Custom Services */
+import { ChequeBookService } from '../chequebook.service';
+
+/** Cheque book requisitions and issuance — request, issue (draws from available stock), reject, withdraw. */
+@Component({
+  selector: 'mifosx-cheque-books',
+  templateUrl: './cheque-books.component.html',
+  styleUrls: ['./cheque-books.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatIconModule,
+    MatButtonModule,
+    MatTableModule,
+    MatPaginatorModule,
+    MatSnackBarModule,
+    FaIconComponent
+  ]
+})
+export class ChequeBooksComponent implements OnInit {
+  private formBuilder = inject(UntypedFormBuilder);
+  private chequeBookService = inject(ChequeBookService);
+  private router = inject(Router);
+  private snackBar = inject(MatSnackBar);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  books: any[] = [];
+  totalRecords = 0;
+  pageSize = 10;
+  pageIndex = 0;
+  pageSizeOptions = [
+    10,
+    25,
+    50,
+    100
+  ];
+  seriesList: any[] = [];
+  offices: any[] = [];
+  stockLots: any[] = [];
+  busy = false;
+
+  showRequestForm = false;
+  issueForBookId: number | null = null;
+  issueForBook: any = null;
+  rejectForBookId: number | null = null;
+  statusFilter = '';
+
+  requestForm: UntypedFormGroup;
+  issueForm: UntypedFormGroup;
+  rejectForm: UntypedFormGroup;
+
+  // account-number lookup for the request form
+  private accountSearch$ = new Subject<string>();
+  resolvedAccount: any = null;
+  searchingAccount = false;
+  accountError = '';
+
+  columns = [
+    'id',
+    'accountType',
+    'account',
+    'officeName',
+    'seriesCode',
+    'quantity',
+    'status',
+    'requestedDate',
+    'actions'
+  ];
+
+  constructor() {
+    this.requestForm = this.formBuilder.group({
+      accountType: [
+        'SAVINGS',
+        Validators.required
+      ],
+      accountNo: [
+        '',
+        Validators.required
+      ],
+      accountId: [
+        null,
+        Validators.required
+      ],
+      officeId: [
+        '',
+        Validators.required
+      ],
+      seriesId: [
+        '',
+        Validators.required
+      ],
+      noOfBooks: [
+        1,
+        Validators.required
+      ]
+    });
+    this.issueForm = this.formBuilder.group({
+      collectionAcknowledged: [false]
+    });
+    this.rejectForm = this.formBuilder.group({
+      rejectionReason: [
+        '',
+        Validators.required
+      ]
+    });
+  }
+
+  ngOnInit(): void {
+    this.loadBooks();
+    this.loadStock();
+    // populates a dropdown, so fetch every active series in one page rather than paging through it
+    this.chequeBookService
+      .getSeries('ACTIVE', 0, 500)
+      .subscribe((res: any) => (this.seriesList = (res?.pageItems ?? []).filter((s: any) => s.active)));
+    this.chequeBookService.getOffices().subscribe((data: any[]) => (this.offices = data || []));
+
+    // account-number lookup: debounce, only fire once at least 4 chars typed (mirrors the cashier module)
+    this.accountSearch$
+      .pipe(debounceTime(400), distinctUntilChanged())
+      .subscribe((accountNo) => this.doAccountSearch(accountNo));
+  }
+
+  /** Called on every keystroke in the account-number box; clears any prior match and (re)triggers the search. */
+  onAccountNoInput(value: string): void {
+    this.resolvedAccount = null;
+    this.accountError = '';
+    this.requestForm.patchValue({ accountId: null });
+    const trimmed = (value || '').trim();
+    if (trimmed.length >= 4) {
+      this.accountSearch$.next(trimmed);
+    }
+  }
+
+  /** Re-run the lookup against the other ledger when the account type toggles; the series choice narrows too. */
+  onAccountTypeChange(): void {
+    this.resolvedAccount = null;
+    this.accountError = '';
+    this.requestForm.patchValue({ accountId: null, seriesId: '' });
+    const accountNo = (this.requestForm.get('accountNo')?.value || '').trim();
+    if (accountNo.length >= 4) {
+      this.accountSearch$.next(accountNo);
+    }
+  }
+
+  /** Series applicable to whichever account type is currently selected in the request form — every series is
+   *  tagged SAVINGS-only or CURRENT-only (never both), so this is a direct match. */
+  get requestableSeries(): any[] {
+    const type = this.requestForm.get('accountType')?.value;
+    return this.seriesList.filter((s) => s.applicableAccountType === type);
+  }
+
+  private doAccountSearch(accountNo: string): void {
+    const accountType = this.requestForm.get('accountType')?.value;
+    this.searchingAccount = true;
+    this.accountError = '';
+    this.chequeBookService.searchAccountByNo(accountType, accountNo).subscribe({
+      next: (res: any) => {
+        this.searchingAccount = false;
+        const items = res?.pageItems || (Array.isArray(res) ? res : []);
+        const exact = items.find((i: any) => i.accountNo === accountNo);
+        const match = exact || (items.length === 1 ? items[0] : null);
+        if (match) {
+          this.resolvedAccount = {
+            id: match.id,
+            accountNo: match.accountNo,
+            clientName: match.clientName || match.clientDisplayName || match.groupName || '',
+            status: match.status?.value || ''
+          };
+          this.requestForm.patchValue({ accountId: match.id });
+        } else {
+          this.accountError = 'No account found with that number';
+        }
+      },
+      error: () => {
+        this.searchingAccount = false;
+        this.accountError = 'Account lookup failed';
+      }
+    });
+  }
+
+  loadStock(): void {
+    // feeds availability calculations below, so fetch every available lot in one page rather than paging through it
+    this.chequeBookService
+      .getStockLots(undefined, undefined, 'AVAILABLE', 0, 500)
+      .subscribe((res: any) => (this.stockLots = res?.pageItems ?? []));
+  }
+
+  /** Whole books currently on hand for a series, optionally narrowed to one office. */
+  availableBooksForSeries(seriesId: number, officeId?: number): number {
+    return this.stockLots
+      .filter((l) => l.seriesId === seriesId && (!officeId || l.officeId === officeId) && l.status === 'AVAILABLE')
+      .reduce((sum, l) => sum + (l.remainingBooks || 0), 0);
+  }
+
+  /** Availability at whichever office is currently chosen in the request form. */
+  availableBooksForRequestSeries(seriesId: number): number {
+    return this.availableBooksForSeries(seriesId, this.requestForm.get('officeId')?.value);
+  }
+
+  loadBooks(): void {
+    this.chequeBookService
+      .getBooks(
+        undefined,
+        undefined,
+        undefined,
+        this.statusFilter || undefined,
+        this.pageIndex * this.pageSize,
+        this.pageSize
+      )
+      .subscribe((res: any) => {
+        this.books = res?.pageItems ?? (Array.isArray(res) ? res : []);
+        this.totalRecords = Number(res?.totalFilteredRecords ?? this.books.length);
+      });
+  }
+
+  filterByStatus(status: string): void {
+    this.statusFilter = this.statusFilter === status ? '' : status;
+    this.pageIndex = 0;
+    this.loadBooks();
+  }
+
+  onPageChange(event: PageEvent): void {
+    this.pageSize = event.pageSize;
+    this.pageIndex = event.pageIndex;
+    this.loadBooks();
+  }
+
+  openBook(book: any): void {
+    this.router.navigate([
+      '/chequebook',
+      'books',
+      book.id
+    ]);
+  }
+
+  submitRequest(): void {
+    if (this.requestForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.requestForm.value;
+    const payload = {
+      accountType: raw.accountType,
+      accountId: raw.accountId,
+      officeId: raw.officeId,
+      seriesId: raw.seriesId,
+      noOfBooks: raw.noOfBooks,
+      locale: 'en'
+    };
+    this.chequeBookService.requestBook(payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.showRequestForm = false;
+        this.requestForm.reset({ accountType: 'SAVINGS', noOfBooks: 1 });
+        this.resolvedAccount = null;
+        this.accountError = '';
+        this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
+        this.loadBooks();
+      },
+      error: (err: any) => {
+        this.busy = false;
+        const msg =
+          err?.error?.errors?.[0]?.defaultUserMessage ||
+          err?.error?.developerMessage ||
+          'Request failed — check the account is active and the cheque-book facility is enabled';
+        this.notify(msg, true);
+      }
+    });
+  }
+
+  toggleIssue(book: any): void {
+    const opening = this.issueForBookId !== book.id;
+    this.issueForBookId = opening ? book.id : null;
+    this.issueForBook = opening ? book : null;
+    this.issueForm.reset({ collectionAcknowledged: false });
+  }
+
+  /** Books available right now for the series this book was already requested against. */
+  get issueAvailableBooks(): number {
+    return this.issueForBook?.seriesId
+      ? this.availableBooksForSeries(this.issueForBook.seriesId, this.issueForBook.officeId)
+      : 0;
+  }
+
+  submitIssue(bookId: number): void {
+    if (this.issueForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.issueForm.value;
+    const payload = { collectionAcknowledged: !!raw.collectionAcknowledged, locale: 'en' };
+    this.chequeBookService.issueBook(bookId, payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.issueForBookId = null;
+        this.issueForBook = null;
+        this.notify('Cheque book issued');
+        this.loadBooks();
+        this.loadStock();
+      },
+      error: () => {
+        this.busy = false;
+        this.notify('Issue failed — check there is enough available stock for this series at the office', true);
+      }
+    });
+  }
+
+  toggleReject(book: any): void {
+    this.rejectForBookId = this.rejectForBookId === book.id ? null : book.id;
+    this.rejectForm.reset();
+  }
+
+  submitReject(bookId: number): void {
+    if (this.rejectForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const payload = { rejectionReason: this.rejectForm.value.rejectionReason, locale: 'en' };
+    this.chequeBookService.rejectBook(bookId, payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.rejectForBookId = null;
+        this.notify('Cheque book request rejected');
+        this.loadBooks();
+      },
+      error: () => {
+        this.busy = false;
+        this.notify('Reject failed', true);
+      }
+    });
+  }
+
+  withdraw(book: any): void {
+    this.chequeBookService.withdrawBook(book.id).subscribe({
+      next: () => {
+        this.notify('Cheque book withdrawn');
+        this.loadBooks();
+      },
+      error: () => this.notify('Withdraw failed', true)
+    });
+  }
+}

src/app/chequebook/cheque-series/cheque-series.component.html

@@ -0,0 +1,136 @@
+<!--
+  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="container">
+  <div class="page-header">
+    <h2>{{ 'labels.inputs.Cheque Series' | translate }}</h2>
+    <div class="header-actions">
+      <button mat-raised-button color="primary" (click)="showForm = !showForm">
+        <fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Add Cheque Series' | translate }}
+      </button>
+      <button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
+    </div>
+  </div>
+
+  @if (showForm) {
+    <mat-card class="add-form">
+      <mat-card-content>
+        <form [formGroup]="seriesForm" (ngSubmit)="submit()">
+          <div class="form-grid">
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Series Code' | translate }}</mat-label>
+              <input matInput formControlName="seriesCode" placeholder="CTS-25" required />
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Name' | translate }}</mat-label>
+              <input matInput formControlName="name" required />
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Leaves Per Book' | translate }}</mat-label>
+              <input matInput type="number" formControlName="leavesPerBook" required />
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Applicable Account Type' | translate }}</mat-label>
+              <mat-select formControlName="applicableAccountType" required>
+                <mat-option value="SAVINGS">{{ 'labels.inputs.Savings Only' | translate }}</mat-option>
+                <mat-option value="CURRENT">{{ 'labels.inputs.Current Only' | translate }}</mat-option>
+              </mat-select>
+              <mat-hint>{{ 'labels.text.SB and CA cheque stationery differ' | translate }}</mat-hint>
+            </mat-form-field>
+            <mat-form-field appearance="fill">
+              <mat-label>{{ 'labels.inputs.Reorder Level' | translate }}</mat-label>
+              <input matInput type="number" formControlName="reorderLevel" />
+              <mat-hint>{{ 'labels.text.Low-stock alert threshold (remaining leaves)' | translate }}</mat-hint>
+            </mat-form-field>
+          </div>
+          <mat-checkbox formControlName="ctsCompliant">{{
+            'labels.inputs.CTS-2010 Compliant' | translate
+          }}</mat-checkbox>
+          <div class="form-actions">
+            <button mat-raised-button type="button" (click)="showForm = false">
+              {{ 'labels.buttons.Cancel' | translate }}
+            </button>
+            <button mat-raised-button color="primary" type="submit" [disabled]="seriesForm.invalid || busy">
+              {{ 'labels.buttons.Submit' | translate }}
+            </button>
+          </div>
+        </form>
+      </mat-card-content>
+    </mat-card>
+  }
+
+  <div class="filter-row">
+    @for (s of ['ACTIVE', 'INACTIVE']; track s) {
+      <button mat-stroked-button [class.active]="statusFilter === s" (click)="filterByStatus(s)">{{ s }}</button>
+    }
+  </div>
+
+  <div class="table-wrapper mat-elevation-z1">
+    <table mat-table [dataSource]="seriesList">
+      <ng-container matColumnDef="seriesCode">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series Code' | translate }}</th>
+        <td mat-cell *matCellDef="let s">{{ s.seriesCode }}</td>
+      </ng-container>
+      <ng-container matColumnDef="name">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
+        <td mat-cell *matCellDef="let s">{{ s.name }}</td>
+      </ng-container>
+      <ng-container matColumnDef="leavesPerBook">
+        <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaves Per Book' | translate }}</th>
+        <td mat-cell *matCellDef="let s" class="num">{{ s.leavesPerBook }}</td>
+      </ng-container>
+      <ng-container matColumnDef="applicableAccountType">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Applicable Account Type' | translate }}</th>
+        <td mat-cell *matCellDef="let s">
+          <span class="pill neutral">{{ s.applicableAccountType }}</span>
+        </td>
+      </ng-container>
+      <ng-container matColumnDef="ctsCompliant">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.CTS-2010 Compliant' | translate }}</th>
+        <td mat-cell *matCellDef="let s">
+          <span class="pill" [ngClass]="s.ctsCompliant ? 'ok' : 'neutral'">{{ s.ctsCompliant ? 'Yes' : 'No' }}</span>
+        </td>
+      </ng-container>
+      <ng-container matColumnDef="reorderLevel">
+        <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Reorder Level' | translate }}</th>
+        <td mat-cell *matCellDef="let s" class="num">{{ s.reorderLevel ?? '-' }}</td>
+      </ng-container>
+      <ng-container matColumnDef="active">
+        <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
+        <td mat-cell *matCellDef="let s">
+          <span class="pill" [ngClass]="s.active ? 'ok' : 'neutral'">{{ s.active ? 'Active' : 'Inactive' }}</span>
+        </td>
+      </ng-container>
+      <ng-container matColumnDef="actions">
+        <th mat-header-cell *matHeaderCellDef></th>
+        <td mat-cell *matCellDef="let s">
+          @if (s.active) {
+            <button mat-icon-button color="warn" (click)="deactivate(s)">
+              <mat-icon><fa-icon icon="trash"></fa-icon></mat-icon>
+            </button>
+          }
+        </td>
+      </ng-container>
+      <tr mat-header-row *matHeaderRowDef="columns"></tr>
+      <tr mat-row *matRowDef="let row; columns: columns"></tr>
+    </table>
+    @if (seriesList.length === 0) {
+      <div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
+    }
+    @if (totalRecords > 0) {
+      <mat-paginator
+        [length]="totalRecords"
+        [pageSize]="pageSize"
+        [pageSizeOptions]="pageSizeOptions"
+        [pageIndex]="pageIndex"
+        showFirstLastButtons
+        (page)="onPageChange($event)"
+      ></mat-paginator>
+    }
+  </div>
+</div>

src/app/chequebook/cheque-series/cheque-series.component.scss

@@ -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/.
+ */
+
+.container {
+  padding: 16px;
+}
+
+.page-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 16px;
+}
+
+.header-actions {
+  display: flex;
+  gap: 12px;
+}
+
+.filter-row {
+  display: flex;
+  gap: 8px;
+  margin-bottom: 16px;
+
+  button.active {
+    background: rgb(25 118 210 / 12%);
+  }
+}
+
+.add-form {
+  margin-bottom: 16px;
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
+  gap: 12px 20px;
+  margin-bottom: 8px;
+}
+
+mat-form-field {
+  width: 100%;
+}
+
+.form-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 12px;
+  margin-top: 16px;
+}
+
+.table-wrapper {
+  overflow-x: auto;
+  background: #fff;
+}
+
+table {
+  width: 100%;
+}
+
+td.num,
+th.num {
+  text-align: right;
+  font-variant-numeric: tabular-nums;
+}
+
+.pill {
+  font-size: 11px;
+  padding: 2px 8px;
+  border-radius: 6px;
+  font-weight: 600;
+
+  &.ok {
+    background: #dff5e8;
+    color: #28c07a;
+  }
+
+  &.neutral {
+    background: #e0e0e0;
+    color: #757575;
+  }
+}
+
+.empty-state {
+  padding: 24px;
+  text-align: center;
+  color: rgb(0 0 0 / 50%);
+}

src/app/chequebook/cheque-series/cheque-series.component.ts

@@ -0,0 +1,176 @@
+/**
+ * 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, inject } from '@angular/core';
+import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import { RouterLink } from '@angular/router';
+import { MatIconModule } from '@angular/material/icon';
+import { MatButtonModule } from '@angular/material/button';
+import { MatTableModule } from '@angular/material/table';
+import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { MatDialog } from '@angular/material/dialog';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Custom Services */
+import { ChequeBookService } from '../chequebook.service';
+import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
+
+/** Cheque-leaf stationery master — leaves per book, CTS-2010 compliance, low-stock reorder threshold. */
+@Component({
+  selector: 'mifosx-cheque-series',
+  templateUrl: './cheque-series.component.html',
+  styleUrls: ['./cheque-series.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    RouterLink,
+    MatIconModule,
+    MatButtonModule,
+    MatTableModule,
+    MatPaginatorModule,
+    MatSnackBarModule,
+    FaIconComponent
+  ]
+})
+export class ChequeSeriesComponent implements OnInit {
+  private formBuilder = inject(UntypedFormBuilder);
+  private chequeBookService = inject(ChequeBookService);
+  private dialog = inject(MatDialog);
+  private snackBar = inject(MatSnackBar);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  seriesList: any[] = [];
+  showForm = false;
+  busy = false;
+
+  statusFilter = '';
+  pageSize = 10;
+  pageIndex = 0;
+  totalRecords = 0;
+  pageSizeOptions = [
+    10,
+    25,
+    50,
+    100
+  ];
+
+  seriesForm: UntypedFormGroup;
+
+  columns = [
+    'seriesCode',
+    'name',
+    'leavesPerBook',
+    'applicableAccountType',
+    'ctsCompliant',
+    'reorderLevel',
+    'active',
+    'actions'
+  ];
+
+  constructor() {
+    this.seriesForm = this.formBuilder.group({
+      seriesCode: [
+        '',
+        Validators.required
+      ],
+      name: [
+        '',
+        Validators.required
+      ],
+      leavesPerBook: [
+        25,
+        Validators.required
+      ],
+      applicableAccountType: [
+        '',
+        Validators.required
+      ],
+      ctsCompliant: [true],
+      reorderLevel: [10]
+    });
+  }
+
+  ngOnInit(): void {
+    this.loadSeries();
+  }
+
+  loadSeries(): void {
+    this.chequeBookService
+      .getSeries(this.statusFilter || undefined, this.pageIndex * this.pageSize, this.pageSize)
+      .subscribe((res: any) => {
+        this.seriesList = res?.pageItems ?? [];
+        this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
+      });
+  }
+
+  filterByStatus(status: string): void {
+    this.statusFilter = this.statusFilter === status ? '' : status;
+    this.pageIndex = 0;
+    this.loadSeries();
+  }
+
+  onPageChange(event: PageEvent): void {
+    this.pageSize = event.pageSize;
+    this.pageIndex = event.pageIndex;
+    this.loadSeries();
+  }
+
+  submit(): void {
+    if (this.seriesForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.seriesForm.value;
+    const payload: any = {
+      seriesCode: raw.seriesCode,
+      name: raw.name,
+      leavesPerBook: raw.leavesPerBook,
+      applicableAccountType: raw.applicableAccountType,
+      ctsCompliant: !!raw.ctsCompliant,
+      locale: 'en'
+    };
+    if (raw.reorderLevel !== '' && raw.reorderLevel != null) payload.reorderLevel = raw.reorderLevel;
+
+    this.chequeBookService.createSeries(payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.showForm = false;
+        this.seriesForm.reset({ leavesPerBook: 25, applicableAccountType: '', ctsCompliant: true, reorderLevel: 10 });
+        this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
+        this.loadSeries();
+      },
+      error: () => {
+        this.busy = false;
+        this.notify('Failed to add cheque series', true);
+      }
+    });
+  }
+
+  deactivate(series: any): void {
+    const dialogRef = this.dialog.open(DeleteDialogComponent, {
+      data: { deleteContext: `cheque series ${series.seriesCode}` }
+    });
+    dialogRef.afterClosed().subscribe((response: any) => {
+      if (!response?.delete) {
+        return;
+      }
+      this.chequeBookService.deactivateSeries(series.id).subscribe({
+        next: () => {
+          this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
+          this.loadSeries();
+        },
+        error: () => this.notify('Failed to submit for approval', true)
+      });
+    });
+  }
+}

src/app/chequebook/chequebook-dashboard/chequebook-dashboard.component.html

@@ -0,0 +1,29 @@
+<!--
+  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="container">
+  <div class="page-header">
+    <h2>{{ 'labels.menus.Cheque Book Inventory' | translate }}</h2>
+  </div>
+
+  <div class="cards-grid">
+    @for (screen of screens; track screen.label) {
+      <mat-card class="cb-card" [routerLink]="screen.route">
+        <mat-card-content>
+          <div class="card-head">
+            <span class="card-icon">
+              <fa-icon [icon]="screen.icon"></fa-icon>
+            </span>
+            <span class="card-title">{{ screen.label | translate }}</span>
+          </div>
+          <p class="card-desc">{{ screen.description | translate }}</p>
+        </mat-card-content>
+      </mat-card>
+    }
+  </div>
+</div>

src/app/chequebook/chequebook-dashboard/chequebook-dashboard.component.scss

@@ -0,0 +1,68 @@
+/**
+ * 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/.
+ */
+
+.container {
+  padding: 16px;
+}
+
+.page-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 16px;
+}
+
+.cards-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(260px, 1fr));
+  gap: 16px;
+}
+
+.cb-card {
+  cursor: pointer;
+  transition:
+    box-shadow 0.2s ease,
+    transform 0.2s ease;
+
+  &:hover {
+    box-shadow: 0 4px 12px rgb(0 0 0 / 15%);
+    transform: translateY(-2px);
+  }
+}
+
+.card-head {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 10px;
+}
+
+.card-icon {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 42px;
+  height: 42px;
+  border-radius: 10px;
+  flex: 0 0 auto;
+  background: rgb(25 118 210 / 10%);
+  color: #1976d2;
+  font-size: 1.15rem;
+}
+
+.card-title {
+  font-size: 1.05rem;
+  font-weight: 600;
+  line-height: 1.2;
+}
+
+.card-desc {
+  color: rgb(0 0 0 / 60%);
+  font-size: 0.85rem;
+  margin: 0;
+}

src/app/chequebook/chequebook-dashboard/chequebook-dashboard.component.ts

@@ -0,0 +1,72 @@
+/**
+ * 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 } from '@angular/core';
+import { RouterLink } from '@angular/router';
+import { MatIconModule } from '@angular/material/icon';
+import { MatCardModule } from '@angular/material/card';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/**
+ * Cheque Book Inventory landing page — one card per screen (series master, stock, requests/issuance, and
+ * the teller quick-lookup).
+ */
+@Component({
+  selector: 'mifosx-chequebook-dashboard',
+  templateUrl: './chequebook-dashboard.component.html',
+  styleUrls: ['./chequebook-dashboard.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    RouterLink,
+    MatIconModule,
+    MatCardModule,
+    FaIconComponent
+  ]
+})
+export class ChequeBookDashboardComponent {
+  screens = [
+    {
+      route: [
+        '/chequebook',
+        'series'
+      ],
+      label: 'Cheque Series',
+      icon: 'list',
+      description: 'Stationery master — leaves per book, CTS-2010 compliance, low-stock reorder level'
+    },
+    {
+      route: [
+        '/chequebook',
+        'stock'
+      ],
+      label: 'Stock Lots & Transfers',
+      icon: 'boxes-stacked',
+      description: 'Receive bulk stock from the press, dispatch to branches, acknowledge receipt'
+    },
+    {
+      route: [
+        '/chequebook',
+        'books'
+      ],
+      label: 'Requests & Issuance',
+      icon: 'book',
+      description: 'Customer requisitions, issuance, stop-payment, lost/stolen hotlisting'
+    },
+    {
+      route: [
+        '/chequebook',
+        'lookup'
+      ],
+      label: 'Leaf Lookup',
+      icon: 'magnifying-glass',
+      description: 'Counter check — is this cheque number safe to honour?'
+    }
+  ];
+}

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

@@ -0,0 +1,69 @@
+/**
+ * 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 { NgModule } from '@angular/core';
+import { Routes, RouterModule } from '@angular/router';
+
+/** Routing Imports */
+import { Route } from '../core/route/route.service';
+
+/** Custom Components */
+import { ChequeBookDashboardComponent } from './chequebook-dashboard/chequebook-dashboard.component';
+import { ChequeSeriesComponent } from './cheque-series/cheque-series.component';
+import { StockManagementComponent } from './stock-management/stock-management.component';
+import { ChequeBooksComponent } from './cheque-books/cheque-books.component';
+import { ChequeBookDetailComponent } from './cheque-book-detail/cheque-book-detail.component';
+import { LeafLookupComponent } from './leaf-lookup/leaf-lookup.component';
+
+/** Cheque Book Inventory Routes */
+const routes: Routes = [
+  Route.withShell([
+    {
+      path: 'chequebook',
+      data: { title: 'Cheque Book Inventory', breadcrumb: 'Cheque Book Inventory' },
+      children: [
+        {
+          path: '',
+          component: ChequeBookDashboardComponent
+        },
+        {
+          path: 'series',
+          component: ChequeSeriesComponent,
+          data: { title: 'Cheque Series', breadcrumb: 'Cheque Series' }
+        },
+        {
+          path: 'stock',
+          component: StockManagementComponent,
+          data: { title: 'Cheque Stock', breadcrumb: 'Cheque Stock' }
+        },
+        {
+          path: 'books',
+          component: ChequeBooksComponent,
+          data: { title: 'Cheque Books', breadcrumb: 'Cheque Books' }
+        },
+        {
+          path: 'books/:id',
+          component: ChequeBookDetailComponent,
+          data: { title: 'Cheque Book', routeParamBreadcrumb: 'id' }
+        },
+        {
+          path: 'lookup',
+          component: LeafLookupComponent,
+          data: { title: 'Leaf Lookup', breadcrumb: 'Leaf Lookup' }
+        }
+      ]
+    }
+  ])
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class ChequeBookRoutingModule {}

src/app/chequebook/chequebook.module.ts

@@ -0,0 +1,46 @@
+/**
+ * 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 { NgModule } from '@angular/core';
+
+/** Custom Modules */
+import { SharedModule } from '../shared/shared.module';
+import { DirectivesModule } from '../directives/directives.module';
+import { PipesModule } from 'app/pipes/pipes.module';
+import { ChequeBookRoutingModule } from './chequebook-routing.module';
+
+/** Custom Components (standalone) */
+import { ChequeBookDashboardComponent } from './chequebook-dashboard/chequebook-dashboard.component';
+import { ChequeSeriesComponent } from './cheque-series/cheque-series.component';
+import { StockManagementComponent } from './stock-management/stock-management.component';
+import { ChequeBooksComponent } from './cheque-books/cheque-books.component';
+import { ChequeBookDetailComponent } from './cheque-book-detail/cheque-book-detail.component';
+import { LeafLookupComponent } from './leaf-lookup/leaf-lookup.component';
+
+/**
+ * Cheque Book Inventory Module.
+ *
+ * Stationery master, a unified stock ledger (HO receipt / branch transfer-in), account issuance with
+ * per-leaf serial tracking, stop-payment, and lost/stolen hotlisting for both issued and unissued stock.
+ */
+@NgModule({
+  imports: [
+    SharedModule,
+    DirectivesModule,
+    PipesModule,
+    ChequeBookRoutingModule,
+    ChequeBookDashboardComponent,
+    ChequeSeriesComponent,
+    StockManagementComponent,
+    ChequeBooksComponent,
+    ChequeBookDetailComponent,
+    LeafLookupComponent
+  ]
+})
+export class ChequeBookModule {}

src/app/chequebook/chequebook.service.ts

@@ -0,0 +1,226 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/**
+ * Cheque Book Inventory — stationery master, a unified stock ledger (HO receipt / branch transfer-in share
+ * one drawdown-cursor concept), account issuance with per-leaf serial tracking, stop-payment and
+ * lost/stolen hotlisting (both issued and unissued stock).
+ */
+@Injectable({
+  providedIn: 'root'
+})
+export class ChequeBookService {
+  private http = inject(HttpClient);
+
+  // ----- Series -----
+
+  /** status: 'ACTIVE' | 'INACTIVE'. Server-side paginated — always returns { pageItems, totalFilteredRecords }. */
+  getSeries(status?: string, offset = 0, limit = 20): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (status) params = params.set('status', status);
+    return this.http.get('/chequeseries', { params });
+  }
+
+  createSeries(payload: any): Observable<any> {
+    return this.http.post('/chequeseries', payload);
+  }
+
+  updateSeries(id: string | number, payload: any): Observable<any> {
+    return this.http.put(`/chequeseries/${id}`, payload);
+  }
+
+  deactivateSeries(id: string | number): Observable<any> {
+    return this.http.delete(`/chequeseries/${id}`);
+  }
+
+  // ----- Stock lots -----
+
+  /** Server-side paginated — always returns { pageItems, totalFilteredRecords }. */
+  getStockLots(
+    officeId?: string | number,
+    seriesId?: string | number,
+    status?: string,
+    offset = 0,
+    limit = 20
+  ): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (officeId) params = params.set('officeId', officeId);
+    if (seriesId) params = params.set('seriesId', seriesId);
+    if (status) params = params.set('status', status);
+    return this.http.get('/chequestocklots', { params });
+  }
+
+  receiveStock(payload: any): Observable<any> {
+    return this.http.post('/chequestocklots', payload);
+  }
+
+  reportStockLotLost(lotId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequestocklots/${lotId}`, payload, {
+      params: new HttpParams().set('command', 'reportlost')
+    });
+  }
+
+  // ----- Stock transfers -----
+
+  /** Server-side paginated — always returns { pageItems, totalFilteredRecords }. */
+  getStockTransfers(status?: string, offset = 0, limit = 20): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (status) params = params.set('status', status);
+    return this.http.get('/chequestocktransfers', { params });
+  }
+
+  dispatchStockTransfer(payload: any): Observable<any> {
+    return this.http.post('/chequestocktransfers', payload);
+  }
+
+  receiveStockTransfer(transferId: string | number): Observable<any> {
+    return this.http.post(
+      `/chequestocktransfers/${transferId}`,
+      {},
+      { params: new HttpParams().set('command', 'receive') }
+    );
+  }
+
+  rejectStockTransfer(transferId: string | number): Observable<any> {
+    return this.http.post(
+      `/chequestocktransfers/${transferId}`,
+      {},
+      { params: new HttpParams().set('command', 'reject') }
+    );
+  }
+
+  // ----- Cheque books -----
+
+  getBooks(
+    accountType?: string,
+    accountId?: string | number,
+    officeId?: string | number,
+    status?: string,
+    offset = 0,
+    limit = 20
+  ): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (accountType) params = params.set('accountType', accountType);
+    if (accountId) params = params.set('accountId', accountId);
+    if (officeId) params = params.set('officeId', officeId);
+    if (status) params = params.set('status', status);
+    return this.http.get('/chequebooks', { params });
+  }
+
+  getBook(id: string | number): Observable<any> {
+    return this.http.get(`/chequebooks/${id}`);
+  }
+
+  getLeaves(bookId: string | number): Observable<any> {
+    return this.http.get(`/chequebooks/${bookId}/leaves`);
+  }
+
+  requestBook(payload: any): Observable<any> {
+    return this.http.post('/chequebooks', payload);
+  }
+
+  issueBook(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'issue') });
+  }
+
+  rejectBook(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'reject') });
+  }
+
+  withdrawBook(bookId: string | number): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, {}, { params: new HttpParams().set('command', 'withdraw') });
+  }
+
+  stopPayment(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, {
+      params: new HttpParams().set('command', 'stoppayment')
+    });
+  }
+
+  revokeStopPayment(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, {
+      params: new HttpParams().set('command', 'revokestoppayment')
+    });
+  }
+
+  reportBookLost(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'reportlost') });
+  }
+
+  cancelLeaf(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'cancelleaf') });
+  }
+
+  /** Manually record that leaves cleared, once the branch sees them on the bank/clearing statement. */
+  markUsed(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'markused') });
+  }
+
+  /** Flag leaves as returned/dishonoured (insufficient funds, signature mismatch, etc.) — terminal, like reportlost. */
+  returnBook(bookId: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'return') });
+  }
+
+  // ----- Pending requests (bespoke maker-checker for series/stock/book creation) -----
+
+  /**
+   * A different user than the maker must approve/reject — enforced server-side, not just in this UI.
+   * Server-side paginated and date-filtered, matching the clerk disbursement/withdrawal request queues.
+   */
+  getPendingRequests(status?: string, fromDate?: string, toDate?: string, offset = 0, limit = 20): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (status) params = params.set('status', status);
+    if (fromDate) params = params.set('fromDate', fromDate);
+    if (toDate) params = params.set('toDate', toDate);
+    return this.http.get('/chequebook/pending-requests', { params });
+  }
+
+  getPendingRequest(id: string | number): Observable<any> {
+    return this.http.get(`/chequebook/pending-requests/${id}`);
+  }
+
+  approvePendingRequest(id: string | number): Observable<any> {
+    return this.http.post(
+      `/chequebook/pending-requests/${id}`,
+      {},
+      { params: new HttpParams().set('command', 'approve') }
+    );
+  }
+
+  rejectPendingRequest(id: string | number, payload: any): Observable<any> {
+    return this.http.post(`/chequebook/pending-requests/${id}`, payload, {
+      params: new HttpParams().set('command', 'reject')
+    });
+  }
+
+  // ----- Leaf lookup -----
+
+  lookupLeaf(serialNo: string | number): Observable<any> {
+    return this.http.get('/chequeleaves/lookup', { params: new HttpParams().set('serialNo', serialNo) });
+  }
+
+  // ----- Account lookup (by account number) -----
+
+  /** Search a Savings or Current account by its account number; returns a paginated list to match against. */
+  searchAccountByNo(accountType: string, accountNo: string): Observable<any> {
+    const base = accountType === 'CURRENT' ? '/currentaccounts' : '/savingsaccounts';
+    const params = new HttpParams().set('accountNo', accountNo).set('offset', '0').set('limit', '20');
+    return this.http.get(base, { params });
+  }
+
+  // ----- Shared template data -----
+
+  getOffices(): Observable<any> {
+    return this.http.get('/offices');
+  }
+}

src/app/chequebook/leaf-lookup/leaf-lookup.component.html

@@ -0,0 +1,136 @@
+<!--
+  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="container">
+  <div class="page-header">
+    <h2>{{ 'labels.inputs.Leaf Lookup' | translate }}</h2>
+    <button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
+  </div>
+
+  <mat-card class="search-card">
+    <mat-card-content>
+      <form [formGroup]="searchForm" (ngSubmit)="search()" class="search-row">
+        <mat-form-field appearance="fill">
+          <mat-label>{{ 'labels.inputs.Cheque Leaf Serial No' | translate }}</mat-label>
+          <input matInput type="number" formControlName="serialNo" required />
+        </mat-form-field>
+        <button mat-raised-button color="primary" type="submit" [disabled]="searchForm.invalid || busy">
+          <fa-icon icon="magnifying-glass"></fa-icon>&nbsp;{{ 'labels.buttons.Search' | translate }}
+        </button>
+      </form>
+    </mat-card-content>
+  </mat-card>
+
+  @if (results.length > 1) {
+    <div class="multi-match-note">
+      {{
+        'labels.text.More than one series has a leaf with this serial number — check the series code against the physical cheque.'
+          | translate
+      }}
+    </div>
+  }
+
+  @for (result of results; track result.seriesCode + '-' + result.leafSerialNo) {
+    <mat-card class="result-card">
+      <mat-card-content>
+        <div class="result-header">
+          @if (result.seriesCode) {
+            <span class="series-tag">{{ result.seriesCode }}</span>
+          }
+          <span
+            class="pill big"
+            [ngClass]="
+              result.status === 'ACTIVE'
+                ? 'ok'
+                : result.status === 'USED'
+                  ? 'used'
+                  : result.status === 'STOP_PAYMENT'
+                    ? 'warn'
+                    : result.status === 'LOST'
+                      ? 'bad'
+                      : result.status === 'RETURNED'
+                        ? 'returned'
+                        : 'neutral'
+            "
+            >{{ result.status }}</span
+          >
+        </div>
+        <div class="info-grid">
+          <div>
+            <span class="k">{{ 'labels.inputs.Serial No' | translate }}</span
+            ><span>{{ result.leafSerialNo }}</span>
+          </div>
+          <div>
+            <span class="k">{{ 'labels.inputs.Series' | translate }}</span
+            ><span>{{ result.seriesCode || '–' }}</span>
+          </div>
+          @if (result.chequeBookId) {
+            <div>
+              <span class="k">{{ 'labels.inputs.Cheque Book' | translate }}</span
+              ><span>#{{ result.chequeBookId }}</span>
+            </div>
+            <div>
+              <span class="k">{{ 'labels.inputs.Account' | translate }}</span
+              ><span>{{ result.accountType }} {{ result.accountNo || result.accountId }}</span>
+            </div>
+            @if (result.clientName) {
+              <div>
+                <span class="k">{{ 'labels.inputs.Client' | translate }}</span
+                ><span>{{ result.clientName }}</span>
+              </div>
+            }
+          } @else {
+            <div class="warn-note">
+              {{
+                'labels.text.This leaf was never issued to a customer — reported lost/stolen from stock.' | translate
+              }}
+            </div>
+          }
+          <div>
+            <span class="k">{{ 'labels.inputs.Office' | translate }}</span
+            ><span>{{ result.officeName }}</span>
+          </div>
+          @if (result.status === 'STOP_PAYMENT') {
+            <div>
+              <span class="k">{{ 'labels.inputs.Stop Reason' | translate }}</span
+              ><span>{{ result.stopReason }}</span>
+            </div>
+          }
+          @if (result.status === 'LOST') {
+            <div>
+              <span class="k">{{ 'labels.inputs.Lost Reason' | translate }}</span
+              ><span>{{ result.lostReason }}</span>
+            </div>
+          }
+          @if (result.status === 'CANCELLED') {
+            <div>
+              <span class="k">{{ 'labels.inputs.Cancelled Reason' | translate }}</span
+              ><span>{{ result.cancelledReason }}</span>
+            </div>
+          }
+          @if (result.status === 'USED' && result.usedReason) {
+            <div>
+              <span class="k">{{ 'labels.inputs.Used Reason' | translate }}</span
+              ><span>{{ result.usedReason }}</span>
+            </div>
+          }
+          @if (result.status === 'RETURNED') {
+            <div>
+              <span class="k">{{ 'labels.inputs.Return Reason' | translate }}</span
+              ><span>{{ result.returnReason }}</span>
+            </div>
+          }
+        </div>
+      </mat-card-content>
+    </mat-card>
+  } @empty {
+    @if (searched && !busy) {
+      <div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
+    }
+  }
+</div>

src/app/chequebook/leaf-lookup/leaf-lookup.component.scss

@@ -0,0 +1,130 @@
+/**
+ * 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/.
+ */
+
+.container {
+  padding: 16px;
+  max-width: 700px;
+  margin: 0 auto;
+}
+
+.page-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 16px;
+}
+
+.search-card {
+  margin-bottom: 16px;
+}
+
+.search-row {
+  display: flex;
+  gap: 16px;
+  align-items: flex-start;
+
+  mat-form-field {
+    flex: 1;
+  }
+}
+
+.result-card {
+  margin-bottom: 16px;
+}
+
+.result-header {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  margin-bottom: 16px;
+}
+
+.series-tag {
+  font-size: 12px;
+  font-weight: 700;
+  letter-spacing: 0.02em;
+  color: rgb(0 0 0 / 60%);
+}
+
+.multi-match-note {
+  margin-bottom: 16px;
+  color: #a16207;
+  font-weight: 600;
+}
+
+.info-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
+  gap: 12px 24px;
+
+  div {
+    display: flex;
+    flex-direction: column;
+  }
+
+  .k {
+    font-size: 0.72rem;
+    text-transform: uppercase;
+    color: rgb(0 0 0 / 50%);
+  }
+
+  .warn-note {
+    grid-column: 1 / -1;
+    color: #a16207;
+    font-weight: 600;
+  }
+}
+
+.pill {
+  font-size: 11px;
+  padding: 2px 8px;
+  border-radius: 6px;
+  font-weight: 600;
+
+  &.big {
+    font-size: 14px;
+    padding: 6px 14px;
+    border-radius: 8px;
+  }
+
+  &.ok {
+    background: #dff5e8;
+    color: #28c07a;
+  }
+
+  &.used {
+    background: #e3edfd;
+    color: #1976d2;
+  }
+
+  &.bad {
+    background: #fde3e3;
+    color: #d32f2f;
+  }
+
+  &.warn {
+    background: #fff3cd;
+    color: #a16207;
+  }
+
+  &.neutral {
+    background: #e0e0e0;
+    color: #757575;
+  }
+
+  &.returned {
+    background: #f3e8fd;
+    color: #9333ea;
+  }
+}
+
+.empty-state {
+  padding: 24px;
+  text-align: center;
+  color: rgb(0 0 0 / 50%);
+}

src/app/chequebook/leaf-lookup/leaf-lookup.component.ts

@@ -0,0 +1,81 @@
+/**
+ * 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, inject } from '@angular/core';
+import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import { MatIconModule } from '@angular/material/icon';
+import { MatButtonModule } from '@angular/material/button';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Custom Services */
+import { ChequeBookService } from '../chequebook.service';
+
+/**
+ * The teller/counter quick-lookup: given a bare cheque-leaf serial number, is it active, stopped, lost, or
+ * was it ever issued at all — one code path covers every case (issued or unissued-but-stolen stock).
+ */
+@Component({
+  selector: 'mifosx-leaf-lookup',
+  templateUrl: './leaf-lookup.component.html',
+  styleUrls: ['./leaf-lookup.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatIconModule,
+    MatButtonModule,
+    MatSnackBarModule,
+    FaIconComponent
+  ]
+})
+export class LeafLookupComponent {
+  private formBuilder = inject(UntypedFormBuilder);
+  private chequeBookService = inject(ChequeBookService);
+  private snackBar = inject(MatSnackBar);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  searchForm: UntypedFormGroup;
+  // a bare serial number is only unique within its own series — more than one series can share a number,
+  // so the lookup can legitimately return more than one match
+  results: any[] = [];
+  searched = false;
+  busy = false;
+
+  constructor() {
+    this.searchForm = this.formBuilder.group({
+      serialNo: [
+        '',
+        Validators.required
+      ]
+    });
+  }
+
+  search(): void {
+    if (this.searchForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    this.searched = true;
+    this.results = [];
+    this.chequeBookService.lookupLeaf(this.searchForm.value.serialNo).subscribe({
+      next: (data: any) => {
+        this.busy = false;
+        this.results = Array.isArray(data) ? data : [data];
+      },
+      error: () => {
+        this.busy = false;
+        this.results = [];
+        this.notify('No cheque leaf found with that serial number', true);
+      }
+    });
+  }
+}

src/app/chequebook/stock-management/report-lot-lost-dialog/report-lot-lost-dialog.component.html

@@ -0,0 +1,47 @@
+<!--
+  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/.
+-->
+
+<h1 mat-dialog-title>{{ 'labels.inputs.Report Remaining Stock Lost/Stolen' | translate }}</h1>
+<div mat-dialog-content>
+  <div class="rll-context">
+    <div class="rll-field">
+      <span class="k">{{ 'labels.inputs.Series' | translate }}</span>
+      <span>{{ data.seriesCode }}</span>
+    </div>
+    <div class="rll-field">
+      <span class="k">{{ 'labels.inputs.Office' | translate }}</span>
+      <span>{{ data.officeName }}</span>
+    </div>
+    <div class="rll-field">
+      <span class="k">{{ 'labels.inputs.Remaining Range' | translate }}</span>
+      <span>{{ data.nextSerialNo }} – {{ data.rangeEnd }}</span>
+    </div>
+  </div>
+
+  <form [formGroup]="reportLostForm" (ngSubmit)="submit()" class="rll-form">
+    <div class="form-grid">
+      <mat-form-field appearance="fill">
+        <mat-label>{{ 'labels.inputs.From Serial No' | translate }}</mat-label>
+        <input matInput type="number" formControlName="fromSerialNo" required />
+        <mat-hint>{{
+          'labels.text.Only a suffix of the remaining undrawn range can be reported' | translate
+        }}</mat-hint>
+      </mat-form-field>
+      <mat-form-field appearance="fill">
+        <mat-label>{{ 'labels.inputs.Reason' | translate }}</mat-label>
+        <input matInput formControlName="reason" required />
+      </mat-form-field>
+    </div>
+  </form>
+</div>
+<mat-dialog-actions align="end">
+  <button mat-raised-button mat-dialog-close>{{ 'labels.buttons.Cancel' | translate }}</button>
+  <button mat-raised-button color="warn" [disabled]="reportLostForm.invalid || busy" (click)="submit()">
+    {{ 'labels.buttons.Report Lost' | translate }}
+  </button>
+</mat-dialog-actions>

src/app/chequebook/stock-management/report-lot-lost-dialog/report-lot-lost-dialog.component.scss

@@ -0,0 +1,34 @@
+/**
+ * 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/.
+ */
+
+.rll-context {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(150px, 1fr));
+  gap: 10px 20px;
+  min-width: 420px;
+  margin-bottom: 18px;
+  padding-bottom: 14px;
+  border-bottom: 1px solid rgb(0 0 0 / 8%);
+
+  .rll-field {
+    display: flex;
+    flex-direction: column;
+  }
+
+  .k {
+    font-size: 0.7rem;
+    text-transform: uppercase;
+    color: rgb(0 0 0 / 50%);
+  }
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
+  gap: 12px 20px;
+}

src/app/chequebook/stock-management/report-lot-lost-dialog/report-lot-lost-dialog.component.ts

@@ -0,0 +1,90 @@
+/**
+ * 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, inject } from '@angular/core';
+import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import {
+  MatDialogRef,
+  MAT_DIALOG_DATA,
+  MatDialogTitle,
+  MatDialogContent,
+  MatDialogActions,
+  MatDialogClose
+} from '@angular/material/dialog';
+import { CdkScrollable } from '@angular/cdk/scrolling';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Custom Services */
+import { ChequeBookService } from '../../chequebook.service';
+
+/** Popup shown when "Report Lost" is clicked on a stock lot row — reports the undrawn suffix as lost/stolen. */
+@Component({
+  selector: 'mifosx-report-lot-lost-dialog',
+  templateUrl: './report-lot-lost-dialog.component.html',
+  styleUrls: ['./report-lot-lost-dialog.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatDialogTitle,
+    CdkScrollable,
+    MatDialogContent,
+    MatDialogActions,
+    MatDialogClose
+  ]
+})
+export class ReportLotLostDialogComponent {
+  dialogRef = inject<MatDialogRef<ReportLotLostDialogComponent>>(MatDialogRef);
+  data = inject(MAT_DIALOG_DATA);
+  private chequeBookService = inject(ChequeBookService);
+  private snackBar = inject(MatSnackBar);
+  private formBuilder = inject(UntypedFormBuilder);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  busy = false;
+  reportLostForm: UntypedFormGroup;
+
+  constructor() {
+    this.reportLostForm = this.formBuilder.group({
+      fromSerialNo: [
+        this.data.nextSerialNo,
+        Validators.required
+      ],
+      reason: [
+        '',
+        Validators.required
+      ]
+    });
+  }
+
+  submit(): void {
+    if (this.reportLostForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.reportLostForm.value;
+    const payload = { fromSerialNo: raw.fromSerialNo, reason: raw.reason, locale: 'en' };
+    this.chequeBookService.reportStockLotLost(this.data.id, payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.notify('Remaining stock reported lost/stolen');
+        this.dialogRef.close({ reported: true });
+      },
+      error: () => {
+        this.busy = false;
+        this.notify(
+          'Failed to report stock lost — check the serial number is within the remaining undrawn range',
+          true
+        );
+      }
+    });
+  }
+}

src/app/chequebook/stock-management/stock-management.component.html

@@ -0,0 +1,339 @@
+<!--
+  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="container">
+  <div class="page-header">
+    <h2>{{ 'labels.inputs.Cheque Stock' | translate }}</h2>
+    <button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
+  </div>
+
+  <mat-tab-group>
+    <!-- ============ Stock Lots ============ -->
+    <mat-tab label="{{ 'labels.inputs.Stock Lots' | translate }}">
+      <div class="tab-body">
+        <!-- Denomination-wise availability roll-up: how many 25-leaf / 50-leaf books are on hand -->
+        @if (stockSummary.length > 0) {
+          <div class="summary-strip">
+            <div class="summary-title">{{ 'labels.inputs.Available Stock by Book Size' | translate }}</div>
+            <div class="summary-cards">
+              @for (row of stockSummary; track row.seriesCode + row.leavesPerBook) {
+                <div class="summary-card">
+                  <div class="summary-books">{{ row.books }}</div>
+                  <div class="summary-label">
+                    {{ 'labels.inputs.books' | translate }} &times; {{ row.leavesPerBook }}-{{
+                      'labels.inputs.leaf' | translate
+                    }}
+                  </div>
+                  <div class="summary-series">{{ row.seriesCode }}</div>
+                </div>
+              }
+            </div>
+          </div>
+        }
+
+        <div class="tab-toolbar">
+          <button mat-raised-button color="primary" (click)="showReceiveForm = !showReceiveForm">
+            <fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Receive Stock' | translate }}
+          </button>
+        </div>
+
+        @if (showReceiveForm) {
+          <mat-card class="add-form">
+            <mat-card-content>
+              <div class="global-allocation-note">
+                {{ 'labels.text.Highest leaf serial allocated so far, across every series' | translate }}:
+                <strong>{{ globalHighestAllocated }}</strong>
+                — {{ 'labels.text.next available start' | translate }}:
+                <strong>{{ globalHighestAllocated + 1 }}</strong>
+              </div>
+              <form [formGroup]="receiveForm" (ngSubmit)="submitReceive()">
+                <div class="form-grid">
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Series' | translate }}</mat-label>
+                    <mat-select formControlName="seriesId" required (selectionChange)="onReceiveSeriesChange()">
+                      @for (s of seriesList; track s.id) {
+                        <mat-option [value]="s.id"
+                          >{{ s.seriesCode }} — {{ s.name }} ({{ s.leavesPerBook }}-{{
+                            'labels.inputs.leaf' | translate
+                          }})</mat-option
+                        >
+                      }
+                    </mat-select>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Office' | translate }}</mat-label>
+                    <mat-select formControlName="officeId" required>
+                      @for (office of offices; track office.id) {
+                        <mat-option [value]="office.id">{{ office.name }}</mat-option>
+                      }
+                    </mat-select>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Number of Books' | translate }}</mat-label>
+                    <input matInput type="number" formControlName="noOfBooks" required />
+                    @if (receiveLeavesPerBook) {
+                      <mat-hint
+                        >{{ receiveTotalLeaves }} {{ 'labels.inputs.leaves' | translate }} ({{
+                          'labels.inputs.books' | translate
+                        }}
+                        &times; {{ receiveLeavesPerBook }})</mat-hint
+                      >
+                    }
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Range Start' | translate }}</mat-label>
+                    <input matInput type="number" formControlName="rangeStart" required />
+                    <mat-hint
+                      >{{ 'labels.text.Auto-suggested to avoid overlap across every series; editable' | translate }} ({{
+                        globalHighestAllocated
+                      }}
+                      + 1)</mat-hint
+                    >
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Range End' | translate }}</mat-label>
+                    <input matInput type="number" [value]="receiveRangeEnd ?? ''" readonly />
+                    <mat-hint>{{ 'labels.text.Calculated from books x book size' | translate }}</mat-hint>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Batch / PO Reference' | translate }}</mat-label>
+                    <input matInput formControlName="batchRef" />
+                  </mat-form-field>
+                </div>
+                <div class="form-actions">
+                  <button mat-raised-button type="button" (click)="showReceiveForm = false">
+                    {{ 'labels.buttons.Cancel' | translate }}
+                  </button>
+                  <button
+                    mat-raised-button
+                    color="primary"
+                    type="submit"
+                    [disabled]="receiveForm.invalid || !receiveRangeEnd || busy"
+                  >
+                    {{ 'labels.buttons.Submit' | translate }}
+                  </button>
+                </div>
+              </form>
+            </mat-card-content>
+          </mat-card>
+        }
+
+        <div class="filter-row">
+          @for (s of lotStatusOptions; track s) {
+            <button mat-stroked-button [class.active]="lotStatusFilter === s" (click)="filterLotsByStatus(s)">
+              {{ s }}
+            </button>
+          }
+        </div>
+
+        <div class="table-wrapper mat-elevation-z1">
+          <table mat-table [dataSource]="displayedLots">
+            <ng-container matColumnDef="seriesCode">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series' | translate }}</th>
+              <td mat-cell *matCellDef="let l">{{ l.seriesCode }}</td>
+            </ng-container>
+            <ng-container matColumnDef="officeName">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Office' | translate }}</th>
+              <td mat-cell *matCellDef="let l">{{ l.officeName }}</td>
+            </ng-container>
+            <ng-container matColumnDef="range">
+              <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaf Range' | translate }}</th>
+              <td mat-cell *matCellDef="let l" class="num">{{ l.rangeStart }} – {{ l.rangeEnd }}</td>
+            </ng-container>
+            <ng-container matColumnDef="remainingLeaves">
+              <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Remaining' | translate }}</th>
+              <td mat-cell *matCellDef="let l" class="num">
+                <strong>{{ l.remainingBooks ?? 0 }}</strong> {{ 'labels.inputs.books' | translate }}
+                <span class="muted">× {{ l.leavesPerBook }}-{{ 'labels.inputs.leaf' | translate }}</span>
+                <span class="muted">({{ l.remainingLeaves }} {{ 'labels.inputs.leaves' | translate }})</span>
+                @if (l.lowStock) {
+                  <span class="pill warn">{{ 'labels.text.Low Stock' | translate }}</span>
+                }
+              </td>
+            </ng-container>
+            <ng-container matColumnDef="status">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
+              <td mat-cell *matCellDef="let l">
+                <span
+                  class="pill"
+                  [ngClass]="l.status === 'AVAILABLE' ? 'ok' : l.status === 'CANCELLED' ? 'bad' : 'neutral'"
+                  >{{ l.status }}</span
+                >
+              </td>
+            </ng-container>
+            <ng-container matColumnDef="actions">
+              <th mat-header-cell *matHeaderCellDef></th>
+              <td mat-cell *matCellDef="let l">
+                @if (l.status === 'AVAILABLE') {
+                  <button mat-button color="warn" (click)="openReportLost(l)">
+                    {{ 'labels.buttons.Report Lost' | translate }}
+                  </button>
+                }
+              </td>
+            </ng-container>
+            <tr mat-header-row *matHeaderRowDef="lotColumns"></tr>
+            <tr mat-row *matRowDef="let row; columns: lotColumns"></tr>
+          </table>
+          @if (displayedLots.length === 0) {
+            <div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
+          }
+          @if (lotTotalRecords > 0) {
+            <mat-paginator
+              [length]="lotTotalRecords"
+              [pageSize]="lotPageSize"
+              [pageSizeOptions]="pageSizeOptions"
+              [pageIndex]="lotPageIndex"
+              showFirstLastButtons
+              (page)="onLotPageChange($event)"
+            ></mat-paginator>
+          }
+        </div>
+      </div>
+    </mat-tab>
+
+    <!-- ============ Stock Transfers ============ -->
+    <mat-tab label="{{ 'labels.inputs.Stock Transfers' | translate }}">
+      <div class="tab-body">
+        <div class="tab-toolbar">
+          <button mat-raised-button color="primary" (click)="showDispatchForm = !showDispatchForm">
+            <fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Dispatch Transfer' | translate }}
+          </button>
+        </div>
+
+        @if (showDispatchForm) {
+          <mat-card class="add-form">
+            <mat-card-content>
+              <form [formGroup]="dispatchForm" (ngSubmit)="submitDispatch()">
+                <div class="form-grid">
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.Series' | translate }}</mat-label>
+                    <mat-select formControlName="seriesId" required>
+                      @for (s of seriesList; track s.id) {
+                        <mat-option [value]="s.id">{{ s.seriesCode }} — {{ s.name }}</mat-option>
+                      }
+                    </mat-select>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.From Office' | translate }}</mat-label>
+                    <mat-select formControlName="fromOfficeId" required>
+                      @for (office of offices; track office.id) {
+                        <mat-option [value]="office.id">{{ office.name }}</mat-option>
+                      }
+                    </mat-select>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.To Office' | translate }}</mat-label>
+                    <mat-select formControlName="toOfficeId" required>
+                      @for (office of offices; track office.id) {
+                        <mat-option [value]="office.id">{{ office.name }}</mat-option>
+                      }
+                    </mat-select>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.From Lot Id' | translate }}</mat-label>
+                    <input matInput type="number" formControlName="fromLotId" required />
+                    <mat-hint>{{
+                      'labels.text.The stock-lot id to draw the transfer from (see Stock Lots tab)' | translate
+                    }}</mat-hint>
+                  </mat-form-field>
+                  <mat-form-field appearance="fill">
+                    <mat-label>{{ 'labels.inputs.No of Leaves' | translate }}</mat-label>
+                    <input matInput type="number" formControlName="noOfLeaves" required />
+                  </mat-form-field>
+                </div>
+                <div class="form-actions">
+                  <button mat-raised-button type="button" (click)="showDispatchForm = false">
+                    {{ 'labels.buttons.Cancel' | translate }}
+                  </button>
+                  <button mat-raised-button color="primary" type="submit" [disabled]="dispatchForm.invalid || busy">
+                    {{ 'labels.buttons.Submit' | translate }}
+                  </button>
+                </div>
+              </form>
+            </mat-card-content>
+          </mat-card>
+        }
+
+        <div class="filter-row">
+          @for (s of transferStatusOptions; track s) {
+            <button mat-stroked-button [class.active]="transferStatusFilter === s" (click)="filterTransfersByStatus(s)">
+              {{ s }}
+            </button>
+          }
+        </div>
+
+        <div class="table-wrapper mat-elevation-z1">
+          <table mat-table [dataSource]="stockTransfers">
+            <ng-container matColumnDef="seriesCode">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series' | translate }}</th>
+              <td mat-cell *matCellDef="let t">{{ t.seriesCode }}</td>
+            </ng-container>
+            <ng-container matColumnDef="fromOfficeName">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.From Office' | translate }}</th>
+              <td mat-cell *matCellDef="let t">{{ t.fromOfficeName }}</td>
+            </ng-container>
+            <ng-container matColumnDef="toOfficeName">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.To Office' | translate }}</th>
+              <td mat-cell *matCellDef="let t">{{ t.toOfficeName }}</td>
+            </ng-container>
+            <ng-container matColumnDef="range">
+              <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaf Range' | translate }}</th>
+              <td mat-cell *matCellDef="let t" class="num">{{ t.rangeStart }} – {{ t.rangeEnd }}</td>
+            </ng-container>
+            <ng-container matColumnDef="totalLeaves">
+              <th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaves' | translate }}</th>
+              <td mat-cell *matCellDef="let t" class="num">{{ t.totalLeaves }}</td>
+            </ng-container>
+            <ng-container matColumnDef="status">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
+              <td mat-cell *matCellDef="let t">
+                <span
+                  class="pill"
+                  [ngClass]="t.status === 'RECEIVED' ? 'ok' : t.status === 'REJECTED' ? 'bad' : 'neutral'"
+                  >{{ t.status }}</span
+                >
+              </td>
+            </ng-container>
+            <ng-container matColumnDef="dispatchDate">
+              <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Dispatch Date' | translate }}</th>
+              <td mat-cell *matCellDef="let t">{{ t.dispatchDate | dateFormat }}</td>
+            </ng-container>
+            <ng-container matColumnDef="actions">
+              <th mat-header-cell *matHeaderCellDef></th>
+              <td mat-cell *matCellDef="let t">
+                @if (t.status === 'DISPATCHED') {
+                  <button mat-button color="primary" (click)="receiveTransfer(t)">
+                    {{ 'labels.buttons.Receive' | translate }}
+                  </button>
+                  <button mat-button color="warn" (click)="rejectTransfer(t)">
+                    {{ 'labels.buttons.Reject' | translate }}
+                  </button>
+                }
+              </td>
+            </ng-container>
+            <tr mat-header-row *matHeaderRowDef="transferColumns"></tr>
+            <tr mat-row *matRowDef="let row; columns: transferColumns"></tr>
+          </table>
+          @if (stockTransfers.length === 0) {
+            <div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
+          }
+          @if (transferTotalRecords > 0) {
+            <mat-paginator
+              [length]="transferTotalRecords"
+              [pageSize]="transferPageSize"
+              [pageSizeOptions]="pageSizeOptions"
+              [pageIndex]="transferPageIndex"
+              showFirstLastButtons
+              (page)="onTransferPageChange($event)"
+            ></mat-paginator>
+          }
+        </div>
+      </div>
+    </mat-tab>
+  </mat-tab-group>
+</div>

src/app/chequebook/stock-management/stock-management.component.scss

@@ -0,0 +1,172 @@
+/**
+ * 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/.
+ */
+
+.container {
+  padding: 16px;
+}
+
+.page-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 16px;
+}
+
+.tab-body {
+  padding: 16px 0;
+}
+
+.tab-toolbar {
+  margin-bottom: 12px;
+}
+
+.filter-row {
+  display: flex;
+  gap: 8px;
+  margin-bottom: 16px;
+  flex-wrap: wrap;
+
+  button.active {
+    background: rgb(25 118 210 / 12%);
+  }
+}
+
+.summary-strip {
+  margin-bottom: 16px;
+}
+
+.summary-title {
+  font-size: 0.78rem;
+  font-weight: 600;
+  text-transform: uppercase;
+  letter-spacing: 0.4px;
+  color: rgb(0 0 0 / 55%);
+  margin-bottom: 8px;
+}
+
+.summary-cards {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 12px;
+}
+
+.summary-card {
+  min-width: 120px;
+  padding: 12px 16px;
+  border: 1px solid rgb(0 0 0 / 10%);
+  border-radius: 10px;
+  background: rgb(25 118 210 / 6%);
+  text-align: center;
+}
+
+.summary-books {
+  font-size: 1.6rem;
+  font-weight: 700;
+  color: #1976d2;
+  font-variant-numeric: tabular-nums;
+}
+
+.summary-label {
+  font-size: 0.8rem;
+  color: rgb(0 0 0 / 70%);
+}
+
+.summary-series {
+  font-size: 0.72rem;
+  color: rgb(0 0 0 / 50%);
+  margin-top: 2px;
+}
+
+.muted {
+  color: rgb(0 0 0 / 50%);
+  font-size: 0.8rem;
+  margin-left: 4px;
+}
+
+.add-form {
+  margin-bottom: 16px;
+}
+
+.global-allocation-note {
+  margin-bottom: 14px;
+  padding: 8px 12px;
+  border-radius: 4px;
+  background: rgb(25 118 210 / 8%);
+  color: rgb(0 0 0 / 70%);
+  font-size: 0.85rem;
+
+  strong {
+    font-variant-numeric: tabular-nums;
+  }
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
+  gap: 12px 20px;
+}
+
+mat-form-field {
+  width: 100%;
+}
+
+.form-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 12px;
+  margin-top: 16px;
+}
+
+.table-wrapper {
+  overflow-x: auto;
+  background: #fff;
+}
+
+table {
+  width: 100%;
+}
+
+td.num,
+th.num {
+  text-align: right;
+  font-variant-numeric: tabular-nums;
+}
+
+.pill {
+  font-size: 11px;
+  padding: 2px 8px;
+  border-radius: 6px;
+  font-weight: 600;
+  margin-left: 6px;
+
+  &.ok {
+    background: #dff5e8;
+    color: #28c07a;
+  }
+
+  &.bad {
+    background: #fde3e3;
+    color: #d32f2f;
+  }
+
+  &.warn {
+    background: #fff3cd;
+    color: #a16207;
+  }
+
+  &.neutral {
+    background: #e0e0e0;
+    color: #757575;
+  }
+}
+
+.empty-state {
+  padding: 24px;
+  text-align: center;
+  color: rgb(0 0 0 / 50%);
+}

src/app/chequebook/stock-management/stock-management.component.ts

@@ -0,0 +1,403 @@
+/**
+ * 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, inject } from '@angular/core';
+import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import { RouterLink } from '@angular/router';
+import { MatIconModule } from '@angular/material/icon';
+import { MatButtonModule } from '@angular/material/button';
+import { MatTableModule } from '@angular/material/table';
+import { MatTabsModule } from '@angular/material/tabs';
+import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { MatDialog } from '@angular/material/dialog';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/** Custom Services */
+import { ChequeBookService } from '../chequebook.service';
+
+/** Dialog Components */
+import { ReportLotLostDialogComponent } from './report-lot-lost-dialog/report-lot-lost-dialog.component';
+
+/**
+ * Cheque stock: the unified stock-lot ledger (HO receipt / branch transfer-in share one drawdown-cursor
+ * concept) and the office-to-office transfer workflow (dispatch → receive-ack / reject) that draws from it.
+ */
+@Component({
+  selector: 'mifosx-stock-management',
+  templateUrl: './stock-management.component.html',
+  styleUrls: ['./stock-management.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    RouterLink,
+    MatIconModule,
+    MatButtonModule,
+    MatTableModule,
+    MatTabsModule,
+    MatPaginatorModule,
+    MatSnackBarModule,
+    FaIconComponent
+  ]
+})
+export class StockManagementComponent implements OnInit {
+  private formBuilder = inject(UntypedFormBuilder);
+  private chequeBookService = inject(ChequeBookService);
+  private snackBar = inject(MatSnackBar);
+  private dialog = inject(MatDialog);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  seriesList: any[] = [];
+  offices: any[] = [];
+  busy = false;
+
+  showReceiveForm = false;
+  showDispatchForm = false;
+
+  receiveForm: UntypedFormGroup;
+  dispatchForm: UntypedFormGroup;
+
+  lotColumns = [
+    'seriesCode',
+    'officeName',
+    'range',
+    'remainingLeaves',
+    'status',
+    'actions'
+  ];
+  transferColumns = [
+    'seriesCode',
+    'fromOfficeName',
+    'toOfficeName',
+    'range',
+    'totalLeaves',
+    'status',
+    'dispatchDate',
+    'actions'
+  ];
+
+  readonly lotStatusOptions = [
+    'AVAILABLE',
+    'DISPATCHED',
+    'EXHAUSTED',
+    'PARTIALLY_COMPROMISED',
+    'CANCELLED'
+  ];
+  readonly transferStatusOptions = [
+    'DISPATCHED',
+    'RECEIVED',
+    'REJECTED'
+  ];
+
+  /** Every stock lot, unfiltered — drives the denomination roll-up and the "next free serial" calculation,
+   *  so it must never be limited to whatever page/status the display table happens to be showing. */
+  private allStockLots: any[] = [];
+
+  /** The lot table shown on screen — server-side paginated and status-filtered independently of allStockLots. */
+  displayedLots: any[] = [];
+  lotStatusFilter = '';
+  lotPageSize = 10;
+  lotPageIndex = 0;
+  lotTotalRecords = 0;
+
+  stockTransfers: any[] = [];
+  transferStatusFilter = '';
+  transferPageSize = 10;
+  transferPageIndex = 0;
+  transferTotalRecords = 0;
+
+  pageSizeOptions = [
+    10,
+    25,
+    50,
+    100
+  ];
+
+  constructor() {
+    this.receiveForm = this.formBuilder.group({
+      seriesId: [
+        '',
+        Validators.required
+      ],
+      officeId: [
+        '',
+        Validators.required
+      ],
+      noOfBooks: [
+        1,
+        Validators.required
+      ],
+      rangeStart: [
+        '',
+        Validators.required
+      ],
+      batchRef: ['']
+    });
+    this.dispatchForm = this.formBuilder.group({
+      seriesId: [
+        '',
+        Validators.required
+      ],
+      fromOfficeId: [
+        '',
+        Validators.required
+      ],
+      toOfficeId: [
+        '',
+        Validators.required
+      ],
+      fromLotId: [
+        '',
+        Validators.required
+      ],
+      noOfLeaves: [
+        '',
+        Validators.required
+      ]
+    });
+  }
+
+  ngOnInit(): void {
+    this.loadAllStockLotsForCalculations();
+    this.loadDisplayedLots();
+    this.loadStockTransfers();
+    // populates dropdowns, so fetch every active series in one page rather than paging through it
+    this.chequeBookService
+      .getSeries('ACTIVE', 0, 500)
+      .subscribe((res: any) => (this.seriesList = (res?.pageItems ?? []).filter((s: any) => s.active)));
+    this.chequeBookService.getOffices().subscribe((data: any[]) => (this.offices = data || []));
+  }
+
+  /** Denomination-wise roll-up of available books, e.g. "CTS-25 (25-leaf): 2000 books". */
+  stockSummary: { seriesCode: string; leavesPerBook: number; books: number; leaves: number }[] = [];
+
+  /** Unfiltered, every status, every page — feeds stockSummary and nextFreeSerial only, never the table. */
+  loadAllStockLotsForCalculations(): void {
+    this.chequeBookService.getStockLots(undefined, undefined, undefined, 0, 500).subscribe((res: any) => {
+      this.allStockLots = res?.pageItems ?? [];
+      this.buildSummary();
+    });
+  }
+
+  loadDisplayedLots(): void {
+    this.chequeBookService
+      .getStockLots(
+        undefined,
+        undefined,
+        this.lotStatusFilter || undefined,
+        this.lotPageIndex * this.lotPageSize,
+        this.lotPageSize
+      )
+      .subscribe((res: any) => {
+        this.displayedLots = res?.pageItems ?? [];
+        this.lotTotalRecords = Number(res?.totalFilteredRecords ?? 0);
+      });
+  }
+
+  filterLotsByStatus(status: string): void {
+    this.lotStatusFilter = this.lotStatusFilter === status ? '' : status;
+    this.lotPageIndex = 0;
+    this.loadDisplayedLots();
+  }
+
+  onLotPageChange(event: PageEvent): void {
+    this.lotPageSize = event.pageSize;
+    this.lotPageIndex = event.pageIndex;
+    this.loadDisplayedLots();
+  }
+
+  private buildSummary(): void {
+    const map = new Map<string, { seriesCode: string; leavesPerBook: number; books: number; leaves: number }>();
+    for (const lot of this.allStockLots) {
+      // only stock that can actually be issued/transferred counts toward availability
+      if (lot.status !== 'AVAILABLE') {
+        continue;
+      }
+      const key = `${lot.seriesCode}|${lot.leavesPerBook}`;
+      const row = map.get(key) || { seriesCode: lot.seriesCode, leavesPerBook: lot.leavesPerBook, books: 0, leaves: 0 };
+      row.books += lot.remainingBooks || 0;
+      row.leaves += lot.remainingLeaves || 0;
+      map.set(key, row);
+    }
+    this.stockSummary = Array.from(map.values()).sort((a, b) => (a.leavesPerBook || 0) - (b.leavesPerBook || 0));
+  }
+
+  loadStockTransfers(): void {
+    this.chequeBookService
+      .getStockTransfers(
+        this.transferStatusFilter || undefined,
+        this.transferPageIndex * this.transferPageSize,
+        this.transferPageSize
+      )
+      .subscribe((res: any) => {
+        this.stockTransfers = res?.pageItems ?? [];
+        this.transferTotalRecords = Number(res?.totalFilteredRecords ?? 0);
+      });
+  }
+
+  filterTransfersByStatus(status: string): void {
+    this.transferStatusFilter = this.transferStatusFilter === status ? '' : status;
+    this.transferPageIndex = 0;
+    this.loadStockTransfers();
+  }
+
+  onTransferPageChange(event: PageEvent): void {
+    this.transferPageSize = event.pageSize;
+    this.transferPageIndex = event.pageIndex;
+    this.loadStockTransfers();
+  }
+
+  /** The series currently chosen in the receive form. */
+  get receiveSeries(): any {
+    return this.seriesList.find((s) => s.id === this.receiveForm.get('seriesId')?.value);
+  }
+
+  get receiveLeavesPerBook(): number {
+    return this.receiveSeries?.leavesPerBook || 0;
+  }
+
+  /** Leaves to receive = books x this series' book size. */
+  get receiveTotalLeaves(): number {
+    const books = Number(this.receiveForm.get('noOfBooks')?.value) || 0;
+    return books * this.receiveLeavesPerBook;
+  }
+
+  /** Derived — the last serial covered by this receipt, so the operator never types it. */
+  get receiveRangeEnd(): number | null {
+    const start = Number(this.receiveForm.get('rangeStart')?.value);
+    const leaves = this.receiveTotalLeaves;
+    if (!start || !leaves) {
+      return null;
+    }
+    return start + leaves - 1;
+  }
+
+  /** Highest leaf-serial allocated so far, across every series/office — the actual number the "Range Start"
+   *  suggestion is based on. Shown directly in the form (not just silently applied to the field) so the operator
+   *  can see and trust the reasoning instead of taking a pre-filled number on faith. */
+  get globalHighestAllocated(): number {
+    return this.allStockLots.reduce((m, l) => Math.max(m, l.rangeEnd || 0), 0);
+  }
+
+  /**
+   * Next unused serial across EVERY series, not just the one being received — a real bank allocates leaf-serial
+   * numbers from one bank-wide numbering authority, so two different cheque designs never legitimately reuse the
+   * same range. Suggesting a start that only avoids the same series' own lots is exactly what let two series end
+   * up overlapping (and, once both got issued to the same account, an unresolvable serial collision) before the
+   * backend's own overlap check was widened to match (ChequeStockLotRepository.countOverlappingAnySeries).
+   */
+  private nextFreeSerial(): number {
+    return this.globalHighestAllocated + 1;
+  }
+
+  onReceiveSeriesChange(): void {
+    // pre-fill a non-overlapping start; operator can still override
+    this.receiveForm.patchValue({ rangeStart: this.nextFreeSerial() });
+  }
+
+  private reloadLots(): void {
+    this.loadAllStockLotsForCalculations();
+    this.loadDisplayedLots();
+  }
+
+  submitReceive(): void {
+    if (this.receiveForm.invalid || this.busy || !this.receiveRangeEnd) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.receiveForm.value;
+    const payload: any = {
+      seriesId: raw.seriesId,
+      officeId: raw.officeId,
+      rangeStart: raw.rangeStart,
+      rangeEnd: this.receiveRangeEnd,
+      locale: 'en'
+    };
+    if (raw.batchRef) payload.batchRef = raw.batchRef;
+
+    this.chequeBookService.receiveStock(payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.showReceiveForm = false;
+        this.receiveForm.reset({ noOfBooks: 1 });
+        this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
+        this.reloadLots();
+      },
+      error: () => {
+        this.busy = false;
+        this.notify('Failed to receive stock — check the leaf range does not overlap existing stock', true);
+      }
+    });
+  }
+
+  openReportLost(lot: any): void {
+    this.dialog
+      .open(ReportLotLostDialogComponent, { data: lot, width: '520px' })
+      .afterClosed()
+      .subscribe((result: any) => {
+        if (result?.reported) {
+          this.reloadLots();
+        }
+      });
+  }
+
+  submitDispatch(): void {
+    if (this.dispatchForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.dispatchForm.value;
+    const payload = {
+      seriesId: raw.seriesId,
+      fromOfficeId: raw.fromOfficeId,
+      toOfficeId: raw.toOfficeId,
+      fromLotId: raw.fromLotId,
+      noOfLeaves: raw.noOfLeaves,
+      locale: 'en'
+    };
+    this.chequeBookService.dispatchStockTransfer(payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.showDispatchForm = false;
+        this.dispatchForm.reset();
+        this.notify('Stock transfer dispatched');
+        this.reloadLots();
+        this.loadStockTransfers();
+      },
+      error: () => {
+        this.busy = false;
+        this.notify('Failed to dispatch — check the lot has enough remaining leaves', true);
+      }
+    });
+  }
+
+  receiveTransfer(transfer: any): void {
+    this.chequeBookService.receiveStockTransfer(transfer.id).subscribe({
+      next: () => {
+        this.notify('Transfer receipt acknowledged');
+        this.reloadLots();
+        this.loadStockTransfers();
+      },
+      error: () => this.notify('Failed to acknowledge receipt', true)
+    });
+  }
+
+  rejectTransfer(transfer: any): void {
+    this.chequeBookService.rejectStockTransfer(transfer.id).subscribe({
+      next: () => {
+        this.notify('Transfer rejected');
+        this.loadStockTransfers();
+      },
+      error: () => this.notify('Failed to reject transfer', true)
+    });
+  }
+}

src/app/ckyc/ckyc-reports/ckyc-sample-data.ts

@@ -12,16 +12,16 @@
  * have meaningful variety out of the box.
  */
 export const SAMPLE_CKYC_FILE = `10|24401|IN4711|MH|30|31-08-2020|V1.1|||||
-20|1|01|01|||||||||||01|||01|10078|MR|RAVI|KUMAR|SHARMA|||||||01|MR|RAJESH|KUMAR|SHARMA||MRS|SUNITA|DEVI|||M|02|IN|B-01|10-08-1985|||||||||01|02|||||02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||Y|02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||||||||||||||||9892011001|||||31-08-2020|MUMBAI MAIN|31-08-2020|01|ANJALI MEHTA|ASSISTANT MANAGER|HEAD OFFICE|4|BHARAT URBAN BANK|IN4711|1|0||0|4||||||
+20|1|01|01|||||||||||01|||01|10078|MR|RAVI|KUMAR|SHARMA|||||||01|MR|RAJESH|KUMAR|SHARMA||MRS|SUNITA|DEVI|||M|02|IN|B-01|10-08-1985|||||||||01|02|||||02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||Y|02|FLAT 402, SUNRISE TOWERS|MAROL ANDHERI EAST|MUMBAI|MUMBAI|MUMBAI|MH|IN|400069|01||||||||||||||||9892011001|||||31-08-2020|MUMBAI MAIN|31-08-2020|01|ANJALI MEHTA|ASSISTANT MANAGER|HEAD OFFICE|4|CBSNEXORA BANK|IN4711|1|0||0|4||||||
 30|1|C|AAQPS8560J||01|02|||||
 70|1|10078_Sign.jpeg|09|01|01||||
 70|1|10078_Photo.jpeg|02|01|01||||
 70|1|10078_AP.jpg|04|01|01||||
-20|2|01|01|||||||||||01|||01|10079|MRS|PRIYA||PATEL|||||||01|MR|HARISH|PATEL|||MRS|MEENA|PATEL|||F|01|IN|O-04|22-03-1990|||||||||01|02|||||02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||Y|02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||||||||||||||||9822055002|||||31-08-2020|PUNE FC ROAD|31-08-2020|01|VIKRAM SINGH|BRANCH MANAGER|HEAD OFFICE|4|BHARAT URBAN BANK|IN4711|1|0||0|3||||||
+20|2|01|01|||||||||||01|||01|10079|MRS|PRIYA||PATEL|||||||01|MR|HARISH|PATEL|||MRS|MEENA|PATEL|||F|01|IN|O-04|22-03-1990|||||||||01|02|||||02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||Y|02|B-12, SHIVAJI NAGAR|FC ROAD|PUNE|PUNE|PUNE|MH|IN|411005|01||||||||||||||||9822055002|||||31-08-2020|PUNE FC ROAD|31-08-2020|01|VIKRAM SINGH|BRANCH MANAGER|HEAD OFFICE|4|CBSNEXORA BANK|IN4711|1|0||0|3||||||
 30|2|E|XXXXXXXX2210||01|02|||||
 70|2|10079_Sign.jpeg|09|01|01||||
 70|2|10079_Photo.jpeg|02|01|01||||
-20|3|01|01|||||||||||01|||01|10080|MR|ARJUN||DESHMUKH|||||||01|MR|VIJAY|DESHMUKH|||MRS|REKHA|DESHMUKH|||M|01|IN|B-01|15-01-1978|||||||||01|02|||||02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||Y|02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||||||||||||||||9823033003|||||30-08-2020|NAGPUR DHARAMPETH|30-08-2020|01|RAHUL JOSHI|ASSISTANT MANAGER|HEAD OFFICE|4|BHARAT URBAN BANK|IN4711|1|0||0|3||||||
+20|3|01|01|||||||||||01|||01|10080|MR|ARJUN||DESHMUKH|||||||01|MR|VIJAY|DESHMUKH|||MRS|REKHA|DESHMUKH|||M|01|IN|B-01|15-01-1978|||||||||01|02|||||02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||Y|02|HOUSE NO 7, DHARAMPETH|RAMDASPETH|NAGPUR|NAGPUR|NAGPUR|MH|IN|440010|01||||||||||||||||9823033003|||||30-08-2020|NAGPUR DHARAMPETH|30-08-2020|01|RAHUL JOSHI|ASSISTANT MANAGER|HEAD OFFICE|4|CBSNEXORA BANK|IN4711|1|0||0|3||||||
 30|3|C|AGTPD1144K||01|02|||||
 70|3|10080_Sign.jpeg|09|01|01||||
 70|3|10080_AP.jpg|04|01|01||||

src/app/ckyc/record-master/record-master.component.ts

@@ -446,8 +446,12 @@ export class RecordMasterComponent implements OnInit {
           };
         }
 
-        // 2. Signature — client document named 'clientSignature'
-        const signatureDoc = (documents as any[])?.find((d: any) => d?.name === 'clientSignature');
+        // 2. Signature — client document named 'clientSignature'. Multiple rows can exist for
+        // clients who re-cropped/replaced their signature before uploads became single-slot, so
+        // pick the highest id (latest) rather than the first unordered match.
+        const signatureDoc = (documents as any[])
+          ?.filter((d: any) => d?.name === 'clientSignature')
+          ?.sort((a: any, b: any) => b.id - a.id)?.[0];
         if (signatureDoc) {
           this.viewDetails.docs.signature = {
             present: true,

src/app/clearing-network/clearing-status.ts

@@ -0,0 +1,54 @@
+/**
+ * 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/.
+ */
+
+/**
+ * Maps a clearing status/decision string to one of the three shared .pill classes
+ * (ok / bad / neutral). Shared by every CTS, NACH and settlement/reconciliation screen so the
+ * colour language stays consistent across the whole clearing feature.
+ */
+export function pillClass(status: string | null | undefined): 'ok' | 'bad' | 'neutral' {
+  const s = (status || '').toUpperCase();
+  const ok = [
+    'PASSED',
+    'PASS',
+    'POSTED',
+    'MATCHED',
+    'SETTLED',
+    'SENT',
+    'SENT_TO_CLEARING_HOUSE',
+    'PROCESSED',
+    'VALIDATED',
+    'ACTIVE',
+    'CLEARED',
+    'HONOURED',
+    'COMPLETED'
+  ];
+  const bad = [
+    'RETURNED',
+    'RETURN',
+    'REJECTED',
+    'MISMATCH',
+    'DISHONOURED',
+    'CANCELLED',
+    'FAILED',
+    'FAIL',
+    'UNROUTABLE'
+  ];
+  if (ok.includes(s)) {
+    return 'ok';
+  }
+  if (bad.includes(s)) {
+    return 'bad';
+  }
+  return 'neutral';
+}
+
+/** Extracts the most specific backend error message from a Fineract-style error response. */
+export function clearingError(err: any, fallback = 'Request failed'): string {
+  return err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
+}

src/app/clearing-network/clearing.service.ts

@@ -0,0 +1,77 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/**
+ * Shared clearing services used across CTS and NACH — return-reason-code master, settlement-batch posting,
+ * and reconciliation.
+ */
+@Injectable({
+  providedIn: 'root'
+})
+export class ClearingService {
+  private http = inject(HttpClient);
+
+  // ----- Return reason codes -----
+
+  /** appliesTo: 'CTS' | 'NACH'. Returns a raw array of reason codes. */
+  getReturnReasonCodes(appliesTo: string): Observable<any> {
+    return this.http.get('/clearing/return-reason-codes', {
+      params: new HttpParams().set('appliesTo', appliesTo)
+    });
+  }
+
+  // ----- Settlement batches -----
+
+  /** Server-side paginated — returns { pageItems, totalFilteredRecords }. */
+  getSettlementBatches(clearingType?: string, status?: string, offset = 0, limit = 20): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (clearingType) params = params.set('clearingType', clearingType);
+    if (status) params = params.set('status', status);
+    return this.http.get('/clearing/settlement-batches', { params });
+  }
+
+  getSettlementBatch(id: string | number): Observable<any> {
+    return this.http.get(`/clearing/settlement-batches/${id}`);
+  }
+
+  /** payload: { clearingType, sourceBatchId }. */
+  prepareSettlement(payload: any): Observable<any> {
+    return this.http.post('/clearing/settlement-batches', payload);
+  }
+
+  postSettlement(id: string | number): Observable<any> {
+    return this.http.post(
+      `/clearing/settlement-batches/${id}`,
+      {},
+      { params: new HttpParams().set('command', 'post') }
+    );
+  }
+
+  rejectSettlement(id: string | number, payload: any): Observable<any> {
+    return this.http.post(`/clearing/settlement-batches/${id}`, payload, {
+      params: new HttpParams().set('command', 'reject')
+    });
+  }
+
+  // ----- Reconciliations -----
+
+  getReconciliations(clearingType?: string, offset = 0, limit = 20): Observable<any> {
+    let params = new HttpParams().set('offset', offset).set('limit', limit);
+    if (clearingType) params = params.set('clearingType', clearingType);
+    return this.http.get('/clearing/reconciliations', { params });
+  }
+
+  runReconciliation(payload: any): Observable<any> {
+    return this.http.post('/clearing/reconciliations', payload);
+  }
+}

src/app/clearing-network/signatory.service.ts

@@ -0,0 +1,91 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpParams } from '@angular/common/http';
+import { Observable, of } from 'rxjs';
+import { catchError, map, switchMap } from 'rxjs/operators';
+
+export interface JointHolder {
+  clientId: number;
+  cifNumber?: string;
+  displayName: string;
+  sharePercentage?: number;
+  signingAuthority?: string;
+  role?: string;
+  isPrimary?: boolean;
+  isMandatory?: boolean;
+}
+
+export interface AccountSignatoryInfo {
+  modeOfOperation: string | null;
+  primaryClientId: number | null;
+  primaryName: string | null;
+  jointHolders: JointHolder[];
+  availableBalance: number | null;
+  onHoldAmount: number | null;
+}
+
+/**
+ * Fetches account-holder/signatory data needed to verify a cheque's signature — reusing the exact APIs and
+ * conventions already established in the cashier module's joint-holder detail view
+ * (`transaction-entry.component.ts`), so this isn't a second, divergent implementation of the same lookup.
+ */
+@Injectable({
+  providedIn: 'root'
+})
+export class SignatoryService {
+  private http = inject(HttpClient);
+
+  /**
+   * Fetches the savings or current account (with joint holders and mode of operation embedded via
+   * `associations=all` — the same Fineract convention the cashier module already relies on).
+   */
+  fetchAccountSignatories(accountType: string, accountId: number | string): Observable<AccountSignatoryInfo> {
+    const path =
+      accountType?.toUpperCase() === 'CURRENT' ? `/currentaccounts/${accountId}` : `/savingsaccounts/${accountId}`;
+    return this.http.get<any>(path, { params: new HttpParams().set('associations', 'all') }).pipe(
+      map((acc: any) => ({
+        modeOfOperation: acc?.modeOfOperation ?? null,
+        primaryClientId: acc?.clientId ?? null,
+        primaryName: acc?.clientName ?? acc?.name ?? null,
+        jointHolders: Array.isArray(acc?.jointHolders) ? acc.jointHolders : [],
+        availableBalance: acc?.summary?.availableBalance ?? null,
+        onHoldAmount: acc?.summary?.totalSavingsAmountOnHold ?? acc?.onHoldFundsDerived ?? null
+      }))
+    );
+  }
+
+  /** The client's stored signature (a document tagged name === 'clientSignature'), as a blob object URL, or null if none uploaded. */
+  fetchClientSignature(clientId: number | string): Observable<string | null> {
+    return this.http.get<any[]>(`/clients/${clientId}/documents`).pipe(
+      switchMap((docs: any[]) => {
+        // Multiple 'clientSignature' documents can exist for clients who re-cropped/replaced
+        // their signature before uploads became single-slot, so pick the highest id (latest)
+        // rather than the first unordered match.
+        const sigDoc = (docs || [])
+          .filter((d: any) => d.name === 'clientSignature' || d.name?.toLowerCase().includes('signature'))
+          .sort((a: any, b: any) => b.id - a.id)[0];
+        if (!sigDoc) {
+          return of(null);
+        }
+        return this.http.get(`/clients/${clientId}/documents/${sigDoc.id}/attachment`, { responseType: 'blob' }).pipe(
+          map((blob: Blob) => URL.createObjectURL(blob)),
+          catchError(() => of(null))
+        );
+      }),
+      catchError(() => of(null))
+    );
+  }
+
+  /** The client's photo (already base64/text from this API), or null if none uploaded. */
+  fetchClientPhoto(clientId: number | string): Observable<string | null> {
+    return this.http.get(`/clients/${clientId}/images`, { responseType: 'text' }).pipe(catchError(() => of(null)));
+  }
+}

src/app/clerk/account-facilities/account-facilities.component.scss

@@ -11,116 +11,79 @@
 }
 
 .af-page {
+  background: #f8fafc;
   min-height: calc(100vh - 68px);
-  background: #f0f4f8;
-  padding: 24px 28px;
   display: flex;
   flex-direction: column;
-  gap: 20px;
+  gap: 12px;
 }
 
-// ── Hero ──────────────────────────────────────────────────────────────────────
+// ── Header ──────────────────────────────────────────────────────────────────────
 
-.af-hero {
+.af-header {
   display: flex;
   align-items: center;
-  gap: 18px;
-  background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 40%, #2563eb 100%);
-  border-radius: 16px;
-  padding: 22px 28px;
-  color: #fff;
-  box-shadow: 0 8px 32px rgb(37 99 235 / 35%);
-  position: relative;
-  overflow: hidden;
+  justify-content: space-between;
+  padding: 12px 20px;
+  background: #fff;
+  border-bottom: 1px solid #e2e8f0;
 
-  &::before {
-    content: '';
-    position: absolute;
-    top: -40px;
-    right: -40px;
-    width: 200px;
-    height: 200px;
-    background: rgb(255 255 255 / 5%);
-    border-radius: 50%;
-  }
-
-  &__icon-wrap {
-    width: 56px;
-    height: 56px;
-    background: rgb(255 255 255 / 15%);
-    border: 1px solid rgb(255 255 255 / 25%);
-    border-radius: 14px;
+  &__left {
     display: flex;
     align-items: center;
-    justify-content: center;
-    flex-shrink: 0;
-    backdrop-filter: blur(8px);
+    gap: 10px;
   }
 
-  &__text {
-    flex: 1;
+  &__icon {
+    color: #0f4f3c;
+    flex-shrink: 0;
   }
 
   &__title {
-    font-size: 22px;
-    font-weight: 800;
-    letter-spacing: -0.01em;
-    margin: 0 0 5px;
+    font-size: 15px;
+    font-weight: 700;
+    color: #0d1b2a;
   }
 
-  &__stats {
-    display: flex;
-    gap: 14px;
-    align-items: center;
+  &__sub {
+    font-size: 12px;
+    color: #64748b;
+    margin-top: 1px;
   }
 
   &__stat {
-    display: flex;
-    align-items: center;
-    gap: 5px;
-    font-size: 12.5px;
-    color: rgb(255 255 255 / 75%);
+    font-weight: 700;
 
-    strong {
-      color: #fff;
-      font-weight: 700;
+    &--green {
+      color: #16a34a;
     }
 
-    &--green strong {
-      color: #86efac;
+    &--red {
+      color: #dc2626;
     }
-
-    &--red strong {
-      color: #fca5a5;
-    }
-  }
-
-  &__sep {
-    width: 1px;
-    height: 14px;
-    background: rgb(255 255 255 / 25%);
   }
 }
 
-.af-back-btn {
+.af-btn {
   display: inline-flex;
   align-items: center;
-  gap: 7px;
-  padding: 10px 20px;
-  background: rgb(255 255 255 / 12%);
-  border: 1px solid rgb(255 255 255 / 25%);
-  border-radius: 10px;
-  color: #fff;
-  font-size: 12.5px;
+  gap: 6px;
+  border-radius: 7px;
+  font-family: inherit;
   font-weight: 600;
   cursor: pointer;
-  transition: all 0.2s;
-  white-space: nowrap;
-  backdrop-filter: blur(8px);
+  border: 1px solid #e2e8f0;
+  transition: background 0.15s;
+  height: 30px;
+  padding: 0 12px;
+  font-size: 12.5px;
+  background: #fff;
+  color: #0d1b2a;
 
   &:hover {
-    background: rgb(255 255 255 / 22%);
-    transform: translateX(-2px);
+    background: #f0fdf4;
+    border-color: #0f4f3c;
+    color: #0f4f3c;
   }
 }
 
@@ -132,12 +95,12 @@
   flex-direction: column;
   align-items: center;
   justify-content: center;
-  gap: 14px;
-  padding: 60px 20px;
+  gap: 10px;
+  padding: 40px 20px;
 
   &__icon {
-    width: 88px;
-    height: 88px;
+    width: 64px;
+    height: 64px;
     background: #e2e8f0;
     border: 1px solid #cbd5e1;
     border-radius: 50%;
@@ -147,80 +110,87 @@
   }
 
   &__title {
-    font-size: 18px;
+    font-size: 15px;
     font-weight: 700;
     color: #1e293b;
-    margin: 6px 0 0;
+    margin: 4px 0 0;
   }
 
   &__sub {
-    font-size: 13.5px;
+    font-size: 12.5px;
     color: #64748b;
     text-align: center;
     margin: 0;
   }
 
   &__btn {
-    margin-top: 10px;
-    padding: 10px 24px;
-    background: #2563eb;
+    margin-top: 6px;
+    padding: 8px 20px;
+    background: #0f4f3c;
     border: none;
-    border-radius: 10px;
+    border-radius: 8px;
     color: #fff;
-    font-size: 13px;
+    font-size: 12.5px;
     font-weight: 600;
     cursor: pointer;
     transition: background 0.15s;
 
     &:hover {
-      background: #1d4ed8;
+      background: #0a3d2e;
     }
   }
 }
 
+// ── Body ────────────────────────────────────────────────────────────────────────
+
+.af-body {
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+  padding: 0 20px 16px;
+}
+
 // ── Progress card ──────────────────────────────────────────────────────────────
 
 .af-progress-card {
   background: #fff;
   border: 1px solid #e2e8f0;
-  border-radius: 14px;
-  padding: 18px 22px;
-  box-shadow: 0 1px 4px rgb(0 0 0 / 6%);
+  border-radius: 10px;
+  padding: 12px 16px;
 
   &__top {
     display: flex;
     justify-content: space-between;
     align-items: center;
-    margin-bottom: 12px;
+    margin-bottom: 8px;
   }
 
   &__label {
-    font-size: 11.5px;
-    font-weight: 600;
+    font-size: 11px;
+    font-weight: 700;
     color: #64748b;
     text-transform: uppercase;
-    letter-spacing: 0.08em;
+    letter-spacing: 0.06em;
   }
 
   &__fraction {
-    font-size: 13px;
+    font-size: 12.5px;
     font-weight: 700;
-    color: #16a34a;
+    color: #0f4f3c;
   }
 }
 
 .af-progress-bar {
-  height: 10px;
+  height: 7px;
   background: #e2e8f0;
   border-radius: 999px;
   overflow: hidden;
 
   &__fill {
     height: 100%;
-    background: linear-gradient(90deg, #16a34a, #22c55e);
+    background: #16a34a;
     border-radius: 999px;
-    transition: width 0.5s ease;
-    box-shadow: 0 0 8px rgb(34 197 94 / 35%);
+    transition: width 0.4s ease;
   }
 }
 
@@ -229,65 +199,53 @@
 .af-fac-card {
   background: #fff;
   border: 1px solid #e2e8f0;
-  border-radius: 14px;
+  border-radius: 10px;
   overflow: hidden;
-  box-shadow: 0 1px 4px rgb(0 0 0 / 6%);
 
   &__header {
-    display: flex;
-    align-items: center;
-    gap: 9px;
-    padding: 12px 22px;
-    background: #1e293b;
-    color: #94a3b8;
-    font-size: 11.5px;
+    padding: 9px 16px;
+    background: #f8fafc;
+    border-bottom: 1px solid #e2e8f0;
+    color: #64748b;
+    font-size: 11px;
     font-weight: 700;
     text-transform: uppercase;
-    letter-spacing: 0.08em;
+    letter-spacing: 0.06em;
   }
 }
 
 .af-pills {
   display: flex;
   flex-wrap: wrap;
-  gap: 10px;
-  padding: 20px 22px;
+  gap: 7px;
+  padding: 12px 16px;
 }
 
 .af-pill {
   display: inline-flex;
   align-items: center;
-  gap: 6px;
-  padding: 7px 15px;
+  gap: 5px;
+  padding: 4px 11px;
   border-radius: 999px;
-  font-size: 13px;
+  font-size: 12px;
   font-weight: 600;
-  border: 1.5px solid;
-  transition:
-    transform 0.15s,
-    box-shadow 0.15s;
+  border: 1px solid;
   cursor: default;
 
   &__dot {
-    width: 7px;
-    height: 7px;
+    width: 6px;
+    height: 6px;
     border-radius: 50%;
     flex-shrink: 0;
   }
 
   &--on {
     background: #f0fdf4;
-    border-color: #22c55e;
-    color: #15803d;
+    border-color: #86efac;
+    color: #166534;
 
     .af-pill__dot {
       background: #22c55e;
-      box-shadow: 0 0 5px rgb(34 197 94 / 50%);
-    }
-
-    &:hover {
-      transform: translateY(-1px);
-      box-shadow: 0 4px 12px rgb(34 197 94 / 20%);
     }
   }
 
@@ -307,63 +265,46 @@
 .af-stats-row {
   display: grid;
   grid-template-columns: 1fr 1fr;
-  gap: 14px;
+  gap: 10px;
 }
 
 .af-stat-card {
-  border-radius: 14px;
-  padding: 20px 24px;
+  border-radius: 10px;
+  padding: 10px 14px;
   display: flex;
-  align-items: center;
-  gap: 16px;
+  align-items: baseline;
+  gap: 7px;
   border: 1px solid;
-  box-shadow: 0 1px 4px rgb(0 0 0 / 6%);
+  font-size: 12px;
 
   &__icon {
-    width: 44px;
-    height: 44px;
-    border-radius: 12px;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    flex-shrink: 0;
-    font-size: 20px;
+    font-size: 12px;
+    font-weight: 700;
   }
 
   &__num {
-    font-size: 30px;
+    font-size: 17px;
     font-weight: 800;
     line-height: 1;
-    display: block;
   }
 
   &__label {
-    font-size: 12px;
+    font-size: 11px;
     font-weight: 600;
     text-transform: uppercase;
-    letter-spacing: 0.08em;
-    display: block;
-    margin-top: 3px;
+    letter-spacing: 0.05em;
     opacity: 0.75;
   }
 
   &--green {
-    background: linear-gradient(135deg, #f0fdf4, #dcfce7);
+    background: #f0fdf4;
     border-color: #86efac;
-    color: #15803d;
-
-    .af-stat-card__icon {
-      background: #bbf7d0;
-    }
+    color: #166534;
   }
 
   &--red {
-    background: linear-gradient(135deg, #f8fafc, #f1f5f9);
-    border-color: #cbd5e1;
-    color: #475569;
-
-    .af-stat-card__icon {
-      background: #e2e8f0;
-    }
+    background: #f8fafc;
+    border-color: #e2e8f0;
+    color: #64748b;
   }
 }

src/app/clerk/account-facilities/account-facilities.component.ts

@@ -18,34 +18,37 @@ import { ClerkUiStateService } from '../../cashier/clerk-ui-state.service';
   styleUrl: './account-facilities.component.scss',
   template: `
     <div class="af-page">
-      <!-- Hero -->
-      <div class="af-hero">
-        <div class="af-hero__icon-wrap">
-          <svg width="28" height="28" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8">
+      <!-- Header -->
+      <div class="af-header">
+        <div class="af-header__left">
+          <svg
+            class="af-header__icon"
+            width="24"
+            height="24"
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            stroke-width="1.8"
+          >
             <rect x="1" y="4" width="22" height="16" rx="2" />
             <line x1="1" y1="10" x2="23" y2="10" />
           </svg>
-        </div>
-        <div class="af-hero__text">
-          <h1 class="af-hero__title">Account Facilities</h1>
-          @if (accountLoaded) {
-            <div class="af-hero__stats">
-              <span class="af-hero__stat af-hero__stat--green">
-                <strong>{{ activeCount }}</strong> Active
-              </span>
-              <span class="af-hero__sep"></span>
-              <span class="af-hero__stat af-hero__stat--red">
-                <strong>{{ facilities.length - activeCount }}</strong> Inactive
-              </span>
-              <span class="af-hero__sep"></span>
-              <span class="af-hero__stat">
-                <strong>{{ facilities.length }}</strong> Total
-              </span>
-            </div>
-          }
+          <div>
+            <div class="af-header__title">Account Facilities</div>
+            @if (accountLoaded) {
+              <div class="af-header__sub">
+                <span class="af-header__stat af-header__stat--green">{{ activeCount }} active</span>
+                &middot;
+                <span class="af-header__stat af-header__stat--red">{{ facilities.length - activeCount }} inactive</span>
+                &middot; {{ facilities.length }} total
+              </div>
+            } @else {
+              <div class="af-header__sub">View all facilities enabled for the loaded account.</div>
+            }
+          </div>
         </div>
         @if (!embedded) {
-          <button class="af-back-btn" (click)="goBack()">
+          <button type="button" class="af-btn" (click)="goBack()">
             <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
               <polyline points="15 18 9 12 15 6" />
             </svg>
@@ -58,7 +61,7 @@ import { ClerkUiStateService } from '../../cashier/clerk-ui-state.service';
         <!-- Empty state -->
         <div class="af-empty">
           <div class="af-empty__icon">
-            <svg width="48" height="48" viewBox="0 0 24 24" fill="none" stroke="#475569" stroke-width="1.3">
+            <svg width="40" height="40" viewBox="0 0 24 24" fill="none" stroke="#475569" stroke-width="1.3">
               <rect x="1" y="4" width="22" height="16" rx="2" />
               <line x1="1" y1="10" x2="23" y2="10" />
             </svg>
@@ -70,48 +73,40 @@ import { ClerkUiStateService } from '../../cashier/clerk-ui-state.service';
           }
         </div>
       } @else {
-        <!-- Progress bar -->
-        <div class="af-progress-card">
-          <div class="af-progress-card__top">
-            <span class="af-progress-card__label">Facility Coverage</span>
-            <span class="af-progress-card__fraction">{{ activeCount }} / {{ facilities.length }}</span>
+        <div class="af-body">
+          <!-- Progress bar -->
+          <div class="af-progress-card">
+            <div class="af-progress-card__top">
+              <span class="af-progress-card__label">Facility Coverage</span>
+              <span class="af-progress-card__fraction">{{ activeCount }} / {{ facilities.length }}</span>
+            </div>
+            <div class="af-progress-bar">
+              <div class="af-progress-bar__fill" [style.width.%]="(activeCount / facilities.length) * 100"></div>
+            </div>
           </div>
-          <div class="af-progress-bar">
-            <div class="af-progress-bar__fill" [style.width.%]="(activeCount / facilities.length) * 100"></div>
-          </div>
-        </div>
 
-        <!-- Facilities pills -->
-        <div class="af-fac-card">
-          <div class="af-fac-card__header">
-            <svg width="13" height="13" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
-              <rect x="1" y="4" width="22" height="16" rx="2" />
-              <line x1="1" y1="10" x2="23" y2="10" />
-            </svg>
-            All Facilities
+          <!-- Facilities pills -->
+          <div class="af-fac-card">
+            <div class="af-fac-card__header">All Facilities</div>
+            <div class="af-pills">
+              @for (f of facilities; track f.label) {
+                <span class="af-pill" [class.af-pill--on]="f.active" [class.af-pill--off]="!f.active">
+                  <span class="af-pill__dot"></span>
+                  {{ f.label }}
+                </span>
+              }
+            </div>
           </div>
-          <div class="af-pills">
-            @for (f of facilities; track f.label) {
-              <span class="af-pill" [class.af-pill--on]="f.active" [class.af-pill--off]="!f.active">
-                <span class="af-pill__dot"></span>
-                {{ f.label }}
-              </span>
-            }
-          </div>
-        </div>
 
-        <!-- Stats row -->
-        <div class="af-stats-row">
-          <div class="af-stat-card af-stat-card--green">
-            <div class="af-stat-card__icon">✓</div>
-            <div>
+          <!-- Stats row -->
+          <div class="af-stats-row">
+            <div class="af-stat-card af-stat-card--green">
+              <span class="af-stat-card__icon">&check;</span>
               <span class="af-stat-card__num">{{ activeCount }}</span>
               <span class="af-stat-card__label">Active</span>
             </div>
-          </div>
-          <div class="af-stat-card af-stat-card--red">
-            <div class="af-stat-card__icon">✗</div>
-            <div>
+            <div class="af-stat-card af-stat-card--red">
+              <span class="af-stat-card__icon">&#10005;</span>
               <span class="af-stat-card__num">{{ facilities.length - activeCount }}</span>
               <span class="af-stat-card__label">Inactive</span>
             </div>

src/app/clerk/cheque-book/cheque-book-detail.component.scss

@@ -0,0 +1,281 @@
+/**
+ * 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/.
+ */
+
+:host {
+  display: block;
+}
+
+.cb-page {
+  background: #f8fafc;
+  min-height: calc(100vh - 68px);
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+}
+
+// ── Header ──────────────────────────────────────────────────────────────────────
+
+.cb-header {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 14px 20px;
+  background: #fff;
+  border-bottom: 1px solid #e2e8f0;
+
+  &__left {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+  }
+
+  &__icon {
+    color: #0f4f3c;
+    flex-shrink: 0;
+  }
+
+  &__title {
+    font-size: 15px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__sub {
+    font-size: 12px;
+    color: #64748b;
+    margin-top: 2px;
+  }
+}
+
+.cb-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  border-radius: 7px;
+  font-family: inherit;
+  font-weight: 600;
+  cursor: pointer;
+  border: 1px solid #e2e8f0;
+  transition: background 0.15s;
+  height: 32px;
+  padding: 0 12px;
+  font-size: 13px;
+  background: #fff;
+  color: #0d1b2a;
+
+  &:hover {
+    background: #f0fdf4;
+    border-color: #0f4f3c;
+    color: #0f4f3c;
+  }
+
+  &--primary {
+    background: #0f4f3c;
+    border-color: #0f4f3c;
+    color: #fff;
+
+    &:hover {
+      background: #0a3d2e;
+      color: #fff;
+    }
+
+    &:disabled {
+      opacity: 0.5;
+      cursor: not-allowed;
+    }
+  }
+}
+
+.cb-status-msg {
+  padding: 40px 20px;
+  text-align: center;
+  color: #64748b;
+  font-size: 13.5px;
+}
+
+// ── Body ────────────────────────────────────────────────────────────────────────
+
+.cb-body {
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+  padding: 0 20px 20px;
+}
+
+.cb-info-card {
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 10px;
+  padding: 18px 22px;
+}
+
+.cb-info-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
+  gap: 16px 24px;
+
+  &__k {
+    display: block;
+    font-size: 11px;
+    font-weight: 700;
+    color: #94a3b8;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    margin-bottom: 3px;
+  }
+
+  &__v {
+    display: block;
+    font-size: 13.5px;
+    font-weight: 600;
+    color: #0d1b2a;
+  }
+}
+
+.cb-pill {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 10px;
+  border-radius: 20px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.04em;
+  white-space: nowrap;
+
+  &--ok {
+    background: #dcfce7;
+    color: #166534;
+  }
+
+  &--bad {
+    background: #fee2e2;
+    color: #991b1b;
+  }
+
+  &--neutral {
+    background: #fef3c7;
+    color: #92400e;
+  }
+}
+
+.cb-no-books {
+  padding: 30px 10px;
+  text-align: center;
+  color: #94a3b8;
+  font-size: 13px;
+}
+
+// ── Action toolbar ─────────────────────────────────────────────────────────────
+
+.cb-action-toolbar {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+  padding: 0 20px;
+}
+
+.cb-action-btn {
+  border-radius: 7px;
+  font-family: inherit;
+  font-weight: 600;
+  cursor: pointer;
+  border: 1px solid #e2e8f0;
+  transition: background 0.15s;
+  height: 32px;
+  padding: 0 14px;
+  font-size: 12.5px;
+  background: #fff;
+  color: #0d1b2a;
+
+  &:hover {
+    background: #f0fdf4;
+    border-color: #0f4f3c;
+  }
+
+  &--warn {
+    border-color: #fca5a5;
+    color: #dc2626;
+
+    &:hover {
+      background: #fef2f2;
+      border-color: #dc2626;
+    }
+  }
+
+  &--primary {
+    background: #0f4f3c;
+    border-color: #0f4f3c;
+    color: #fff;
+
+    &:hover {
+      background: #0a3d2e;
+    }
+  }
+}
+
+// ── Leaf grid ──────────────────────────────────────────────────────────────────
+
+.cb-leaf-grid {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 12px;
+}
+
+.cb-leaf-circle {
+  width: 46px;
+  height: 46px;
+  border-radius: 50%;
+  border: 1.5px solid #cbd5e1;
+  background: #fff;
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 700;
+  font-family: 'Courier New', monospace;
+  cursor: pointer;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  transition:
+    transform 0.1s,
+    box-shadow 0.1s;
+
+  &:hover {
+    transform: translateY(-1px);
+    box-shadow: 0 3px 8px rgb(0 0 0 / 12%);
+  }
+
+  &--ok {
+    border-color: #22c55e;
+    color: #166534;
+    background: #f0fdf4;
+  }
+
+  &--used {
+    border-color: #cbd5e1;
+    color: #64748b;
+    background: #f8fafc;
+  }
+
+  &--warn {
+    border-color: #f59e0b;
+    color: #92400e;
+    background: #fffbeb;
+  }
+
+  &--bad {
+    border-color: #ef4444;
+    color: #991b1b;
+    background: #fef2f2;
+  }
+
+  &--returned {
+    border-color: #a855f7;
+    color: #6b21a8;
+    background: #faf5ff;
+  }
+}

src/app/clerk/cheque-book/cheque-book-detail.component.ts

@@ -0,0 +1,207 @@
+/**
+ * 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 { CommonModule } from '@angular/common';
+import { ActivatedRoute, Router } from '@angular/router';
+import { MatDialog } from '@angular/material/dialog';
+import { ChequeBookService } from '../../chequebook/chequebook.service';
+import { LeafDetailDialogComponent } from '../../chequebook/cheque-book-detail/leaf-detail-dialog/leaf-detail-dialog.component';
+import { ClerkLeafActionDialogComponent, LeafAction } from './leaf-action-dialog/leaf-action-dialog.component';
+
+/** Cheque-book detail for the Clerk Dashboard — a fullscreen clerk-styled view of one book, its leaf
+ *  register, and the same maker-side leaf actions (stop-payment, revoke, report-lost, cancel-leaf,
+ *  mark-used) as the back-office ChequeBookDetailComponent, so a clerk can act on a leaf without leaving
+ *  the clerk shell/nav. Every action still goes through the existing maker-checker approval flow server-side.
+ *  Each action opens as a popup (ClerkLeafActionDialogComponent) rather than an inline form so it never
+ *  pushes the leaf grid around and gets the full dialog width to lay out its fields. */
+@Component({
+  selector: 'mifosx-clerk-cheque-book-detail',
+  standalone: true,
+  imports: [CommonModule],
+  styleUrl: './cheque-book-detail.component.scss',
+  template: `
+    <div class="cb-page">
+      <!-- Header -->
+      <div class="cb-header">
+        <div class="cb-header__left">
+          <svg
+            class="cb-header__icon"
+            width="26"
+            height="26"
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            stroke-width="1.8"
+          >
+            <rect x="1" y="4" width="22" height="16" rx="2" />
+            <line x1="1" y1="10" x2="23" y2="10" />
+          </svg>
+          <div>
+            <div class="cb-header__title">Cheque Book #{{ book.id }}</div>
+            <div class="cb-header__sub">
+              {{ book.accountNo || book.accountId }}
+              @if (book.clientName) {
+                &nbsp;&middot;&nbsp;{{ book.clientName }}
+              }
+            </div>
+          </div>
+        </div>
+        <button type="button" class="cb-btn" (click)="goBack()">
+          <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
+            <polyline points="15 18 9 12 15 6" />
+          </svg>
+          Back
+        </button>
+      </div>
+
+      @if (loading) {
+        <div class="cb-status-msg">Loading cheque book&hellip;</div>
+      } @else {
+        <div class="cb-body">
+          <!-- Info card -->
+          <div class="cb-info-card">
+            <div class="cb-info-grid">
+              <div>
+                <span class="cb-info-grid__k">Account Type</span>
+                <span class="cb-info-grid__v">{{ book.accountType }}</span>
+              </div>
+              <div>
+                <span class="cb-info-grid__k">Office</span>
+                <span class="cb-info-grid__v">{{ book.officeName }}</span>
+              </div>
+              <div>
+                <span class="cb-info-grid__k">Series</span>
+                <span class="cb-info-grid__v">{{ book.seriesCode ?? '&#8212;' }}</span>
+              </div>
+              <div>
+                <span class="cb-info-grid__k">Leaf Range</span>
+                <span class="cb-info-grid__v">
+                  {{ book.rangeStart ? book.rangeStart + ' – ' + book.rangeEnd : '&#8212;' }}
+                </span>
+              </div>
+              <div>
+                <span class="cb-info-grid__k">Quantity</span>
+                <span class="cb-info-grid__v">{{ book.noOfBooks }} book{{ book.noOfBooks === 1 ? '' : 's' }}</span>
+              </div>
+              <div>
+                <span class="cb-info-grid__k">Status</span>
+                <span
+                  class="cb-pill"
+                  [class.cb-pill--ok]="book.status === 'ISSUED'"
+                  [class.cb-pill--bad]="book.status === 'REJECTED' || book.status === 'WITHDRAWN'"
+                  [class.cb-pill--neutral]="
+                    book.status !== 'ISSUED' && book.status !== 'REJECTED' && book.status !== 'WITHDRAWN'
+                  "
+                  >{{ book.status }}</span
+                >
+              </div>
+              <div>
+                <span class="cb-info-grid__k">Issue Date</span>
+                <span class="cb-info-grid__v">{{ book.issueDate ?? '&#8212;' }}</span>
+              </div>
+            </div>
+          </div>
+
+          <!-- Action toolbar — only for an issued book; each button pops up its own action dialog -->
+          @if (book.status === 'ISSUED') {
+            <div class="cb-action-toolbar">
+              <button type="button" class="cb-action-btn cb-action-btn--warn" (click)="openAction('stoppayment')">
+                Stop Payment
+              </button>
+              <button type="button" class="cb-action-btn" (click)="openAction('revokestoppayment')">
+                Revoke Stop Payment
+              </button>
+              <button type="button" class="cb-action-btn cb-action-btn--warn" (click)="openAction('reportlost')">
+                Report Lost
+              </button>
+              <button type="button" class="cb-action-btn" (click)="openAction('cancelleaf')">Cancel Leaf</button>
+              <button type="button" class="cb-action-btn cb-action-btn--primary" (click)="openAction('markused')">
+                Mark as Used
+              </button>
+              <button type="button" class="cb-action-btn cb-action-btn--warn" (click)="openAction('return')">
+                Flag Returned
+              </button>
+            </div>
+          }
+
+          <!-- Leaf grid -->
+          <div class="cb-info-card">
+            @if (leaves.length === 0) {
+              <div class="cb-no-books">No leaves to display</div>
+            } @else {
+              <div class="cb-leaf-grid">
+                @for (l of leaves; track l.leafSerialNo) {
+                  <button
+                    type="button"
+                    class="cb-leaf-circle"
+                    [class.cb-leaf-circle--ok]="l.status === 'ACTIVE'"
+                    [class.cb-leaf-circle--used]="l.status === 'USED'"
+                    [class.cb-leaf-circle--warn]="l.status === 'STOP_PAYMENT'"
+                    [class.cb-leaf-circle--bad]="l.status === 'LOST'"
+                    [class.cb-leaf-circle--returned]="l.status === 'RETURNED'"
+                    (click)="selectLeaf(l)"
+                  >
+                    {{ l.leafSerialNo }}
+                  </button>
+                }
+              </div>
+            }
+          </div>
+        </div>
+      }
+    </div>
+  `
+})
+export class ClerkChequeBookDetailComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private chequeBookService = inject(ChequeBookService);
+  private dialog = inject(MatDialog);
+
+  bookId!: string;
+  book: any = {};
+  leaves: any[] = [];
+  loading = false;
+
+  ngOnInit(): void {
+    this.bookId = this.route.snapshot.paramMap.get('id') as string;
+    this.loadAll();
+  }
+
+  loadAll(): void {
+    this.loading = true;
+    this.chequeBookService.getBook(this.bookId).subscribe((data: any) => {
+      this.book = data || {};
+      this.loading = false;
+    });
+    this.chequeBookService.getLeaves(this.bookId).subscribe((data: any[]) => {
+      this.leaves = data || [];
+    });
+  }
+
+  selectLeaf(leaf: any): void {
+    this.dialog.open(LeafDetailDialogComponent, { data: leaf, width: '420px' });
+  }
+
+  openAction(action: LeafAction): void {
+    const ref = this.dialog.open(ClerkLeafActionDialogComponent, {
+      width: '480px',
+      data: { bookId: this.bookId, action }
+    });
+    ref.afterClosed().subscribe((result) => {
+      if (result?.success) {
+        this.loadAll();
+      }
+    });
+  }
+
+  goBack(): void {
+    this.router.navigate(['/clerk/account-facilities/cheque-book']);
+  }
+}

src/app/clerk/cheque-book/cheque-book.component.scss

@@ -0,0 +1,257 @@
+/**
+ * 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/.
+ */
+
+:host {
+  display: block;
+}
+
+.cb-page {
+  background: #f8fafc;
+  min-height: calc(100vh - 68px);
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+}
+
+// ── Header ──────────────────────────────────────────────────────────────────────
+
+.cb-header {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 14px 20px;
+  background: #fff;
+  border-bottom: 1px solid #e2e8f0;
+
+  &__left {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+  }
+
+  &__icon {
+    color: #0f4f3c;
+    flex-shrink: 0;
+  }
+
+  &__title {
+    font-size: 15px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__sub {
+    font-size: 12px;
+    color: #64748b;
+    margin-top: 2px;
+  }
+}
+
+.cb-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  border-radius: 7px;
+  font-family: inherit;
+  font-weight: 600;
+  cursor: pointer;
+  border: 1px solid #e2e8f0;
+  transition: background 0.15s;
+  height: 32px;
+  padding: 0 12px;
+  font-size: 13px;
+  background: #fff;
+  color: #0d1b2a;
+
+  &:hover {
+    background: #f0fdf4;
+    border-color: #0f4f3c;
+    color: #0f4f3c;
+  }
+}
+
+// ── Empty state ────────────────────────────────────────────────────────────────
+
+.cb-empty {
+  flex: 1;
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  gap: 14px;
+  padding: 60px 20px;
+
+  &__icon {
+    width: 88px;
+    height: 88px;
+    background: #e2e8f0;
+    border: 1px solid #cbd5e1;
+    border-radius: 50%;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+  }
+
+  &__title {
+    font-size: 18px;
+    font-weight: 700;
+    color: #1e293b;
+    margin: 6px 0 0;
+  }
+
+  &__sub {
+    font-size: 13.5px;
+    color: #64748b;
+    text-align: center;
+    margin: 0;
+  }
+
+  &__btn {
+    margin-top: 10px;
+    padding: 10px 24px;
+    background: #0f4f3c;
+    border: none;
+    border-radius: 10px;
+    color: #fff;
+    font-size: 13px;
+    font-weight: 600;
+    cursor: pointer;
+    transition: background 0.15s;
+
+    &:hover {
+      background: #0a3d2e;
+    }
+  }
+}
+
+// ── Warning banner ─────────────────────────────────────────────────────────────
+
+.cb-warn-banner {
+  margin: 0 20px;
+  background: #fffbeb;
+  border: 1px solid #fde68a;
+  color: #92400e;
+  font-size: 13px;
+  font-weight: 600;
+  padding: 12px 18px;
+  border-radius: 10px;
+}
+
+.cb-status-msg {
+  padding: 40px 20px;
+  text-align: center;
+  color: #64748b;
+  font-size: 13.5px;
+
+  &--error {
+    color: #dc2626;
+  }
+}
+
+.cb-no-books {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 10px;
+  padding: 40px 20px;
+  color: #94a3b8;
+  font-size: 13px;
+}
+
+// ── Table card ─────────────────────────────────────────────────────────────────
+
+.cb-table-card {
+  margin: 0 20px;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 10px;
+  overflow: hidden;
+}
+
+.cb-table-wrap {
+  overflow-x: auto;
+}
+
+.cb-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 13px;
+
+  th,
+  td {
+    padding: 10px 14px;
+    text-align: left;
+    border-bottom: 1px solid #f1f5f9;
+  }
+
+  th {
+    font-size: 11px;
+    font-weight: 700;
+    color: #64748b;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    background: #f8fafc;
+    white-space: nowrap;
+  }
+
+  tbody tr:last-child td {
+    border-bottom: none;
+  }
+}
+
+.cb-row {
+  cursor: pointer;
+  transition: background 0.1s;
+
+  &:hover td {
+    background: #f0fdf4;
+  }
+}
+
+.cb-cell--num {
+  color: #64748b;
+  font-family: 'Courier New', monospace;
+}
+
+.cb-cell--date {
+  color: #64748b;
+  font-size: 12px;
+}
+
+.cb-cell--action {
+  color: #0f4f3c;
+  font-weight: 700;
+  font-size: 12px;
+  white-space: nowrap;
+}
+
+.cb-pill {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 10px;
+  border-radius: 20px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.04em;
+  white-space: nowrap;
+
+  &--ok {
+    background: #dcfce7;
+    color: #166534;
+  }
+
+  &--bad {
+    background: #fee2e2;
+    color: #991b1b;
+  }
+
+  &--neutral {
+    background: #fef3c7;
+    color: #92400e;
+  }
+}

src/app/clerk/cheque-book/cheque-book.component.ts

@@ -0,0 +1,228 @@
+/**
+ * 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, Input, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { Router } from '@angular/router';
+import { ClerkUiStateService } from '../../cashier/clerk-ui-state.service';
+import { ChequeBookService } from '../../chequebook/chequebook.service';
+
+/** Read-only cheque-book view for the account currently loaded on the Clerk Dashboard —
+ *  reached via the "Cheque Book" entry in the Account Facilities dropdown. */
+@Component({
+  selector: 'mifosx-clerk-cheque-book',
+  standalone: true,
+  imports: [CommonModule],
+  styleUrl: './cheque-book.component.scss',
+  template: `
+    <div class="cb-page">
+      <!-- Header -->
+      <div class="cb-header">
+        <div class="cb-header__left">
+          <svg
+            class="cb-header__icon"
+            width="26"
+            height="26"
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            stroke-width="1.8"
+          >
+            <rect x="1" y="4" width="22" height="16" rx="2" />
+            <line x1="1" y1="10" x2="23" y2="10" />
+          </svg>
+          <div>
+            <div class="cb-header__title">Cheque Book</div>
+            @if (accountLoaded) {
+              <div class="cb-header__sub">
+                {{ accountNo }}
+                @if (clientName) {
+                  &nbsp;&middot;&nbsp;{{ clientName }}
+                }
+                @if (books.length > 0) {
+                  &nbsp;&middot;&nbsp;{{ books.length }} book{{ books.length === 1 ? '' : 's' }}
+                }
+              </div>
+            } @else {
+              <div class="cb-header__sub">View cheque books issued for the loaded account.</div>
+            }
+          </div>
+        </div>
+        @if (!embedded) {
+          <button type="button" class="cb-btn" (click)="goBack()">
+            <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
+              <polyline points="15 18 9 12 15 6" />
+            </svg>
+            Back to Dashboard
+          </button>
+        }
+      </div>
+
+      @if (!accountLoaded) {
+        <div class="cb-empty">
+          <div class="cb-empty__icon">
+            <svg width="48" height="48" viewBox="0 0 24 24" fill="none" stroke="#475569" stroke-width="1.3">
+              <rect x="1" y="4" width="22" height="16" rx="2" />
+              <line x1="1" y1="10" x2="23" y2="10" />
+            </svg>
+          </div>
+          <p class="cb-empty__title">No Account Loaded</p>
+          <p class="cb-empty__sub">Search an account on the Clerk Dashboard first.</p>
+          @if (!embedded) {
+            <button class="cb-empty__btn" (click)="goBack()">Go to Dashboard</button>
+          }
+        </div>
+      } @else {
+        @if (!facilityActive) {
+          <div class="cb-warn-banner">Cheque Book facility is not active for this account.</div>
+        }
+
+        @if (loading) {
+          <div class="cb-status-msg">Loading cheque books&hellip;</div>
+        } @else if (error) {
+          <div class="cb-status-msg cb-status-msg--error">{{ error }}</div>
+        } @else if (books.length === 0) {
+          <div class="cb-no-books">
+            <svg width="36" height="36" viewBox="0 0 24 24" fill="none" stroke="#cbd5e1" stroke-width="1.3">
+              <rect x="1" y="4" width="22" height="16" rx="2" />
+              <line x1="1" y1="10" x2="23" y2="10" />
+            </svg>
+            <span>No cheque book issued for this account</span>
+          </div>
+        } @else {
+          <div class="cb-table-card">
+            <div class="cb-table-wrap">
+              <table class="cb-table">
+                <thead>
+                  <tr>
+                    <th>Series</th>
+                    <th>Books</th>
+                    <th>Leaves</th>
+                    <th>Status</th>
+                    <th>Requested</th>
+                    <th></th>
+                  </tr>
+                </thead>
+                <tbody>
+                  @for (b of books; track b.id) {
+                    <tr class="cb-row" (click)="viewBook(b)">
+                      <td>{{ b.seriesCode }}</td>
+                      <td class="cb-cell--num">{{ b.noOfBooks }}</td>
+                      <td class="cb-cell--num">{{ b.totalLeaves ?? '&#8212;' }}</td>
+                      <td>
+                        <span
+                          class="cb-pill"
+                          [class.cb-pill--ok]="b.status === 'ISSUED'"
+                          [class.cb-pill--bad]="b.status === 'REJECTED' || b.status === 'WITHDRAWN'"
+                          [class.cb-pill--neutral]="
+                            b.status !== 'ISSUED' && b.status !== 'REJECTED' && b.status !== 'WITHDRAWN'
+                          "
+                          >{{ b.status }}</span
+                        >
+                      </td>
+                      <td class="cb-cell--date">{{ b.requestedDate ?? '&#8212;' }}</td>
+                      <td class="cb-cell--action">View &rsaquo;</td>
+                    </tr>
+                  }
+                </tbody>
+              </table>
+            </div>
+          </div>
+        }
+      }
+    </div>
+  `
+})
+export class ClerkChequeBookComponent implements OnInit {
+  private clerkUiState = inject(ClerkUiStateService);
+  private chequeBookService = inject(ChequeBookService);
+  private router = inject(Router);
+
+  @Input() embedded = false;
+
+  accountLoaded = false;
+  accountNo = '';
+  clientName = '';
+  facilityActive = true;
+  books: any[] = [];
+  loading = false;
+  error = '';
+
+  ngOnInit(): void {
+    const s = this.clerkUiState.snapshot;
+    this.accountLoaded = s.accountLoaded;
+    if (!this.accountLoaded) {
+      return;
+    }
+
+    this.accountNo = s.savedAccount?.accountDetails?.accountNo ?? s.savedRow?.acNo ?? '';
+    const clientDetails = s.savedAccount?.clientDetails;
+    this.clientName = clientDetails ? `${clientDetails.firstname ?? ''} ${clientDetails.lastname ?? ''}`.trim() : '';
+    const facility = s.facilities.find((f) => f.label === 'Cheque Book');
+    this.facilityActive = facility ? facility.active : true;
+
+    const accountType = this.toChequeAccountType(s.savedRow?.acTyp);
+    const accountId = s.savedAccount?.accountDetails?.id;
+    if (accountId) {
+      this.loadBooks(accountType, accountId);
+    } else if (this.accountNo) {
+      this.resolveAccountId(accountType, this.accountNo);
+    }
+  }
+
+  /** Cheque-book series/books are only ever SAVINGS or CURRENT — CA/CB is the clerk's UI code for current accounts. */
+  private toChequeAccountType(acTyp?: string): string {
+    const t = (acTyp || '').toUpperCase();
+    return t === 'CA' || t === 'CB' ? 'CURRENT' : 'SAVINGS';
+  }
+
+  private resolveAccountId(accountType: string, accountNo: string): void {
+    this.loading = true;
+    this.chequeBookService.searchAccountByNo(accountType, accountNo).subscribe({
+      next: (res: any) => {
+        const items = res?.pageItems ?? (Array.isArray(res) ? res : []);
+        const match = items.find((i: any) => i.accountNo === accountNo) ?? (items.length === 1 ? items[0] : null);
+        if (match) {
+          this.loadBooks(accountType, match.id);
+        } else {
+          this.loading = false;
+          this.error = 'Could not resolve this account for cheque book lookup';
+        }
+      },
+      error: () => {
+        this.loading = false;
+        this.error = 'Could not resolve this account for cheque book lookup';
+      }
+    });
+  }
+
+  private loadBooks(accountType: string, accountId: string | number): void {
+    this.loading = true;
+    this.chequeBookService.getBooks(accountType, accountId, undefined, undefined, 0, 50).subscribe({
+      next: (res: any) => {
+        this.books = res?.pageItems ?? (Array.isArray(res) ? res : []);
+        this.loading = false;
+      },
+      error: () => {
+        this.loading = false;
+        this.error = 'Failed to load cheque book details';
+      }
+    });
+  }
+
+  viewBook(book: any): void {
+    this.router.navigate([
+      '/clerk/account-facilities/cheque-book',
+      book.id
+    ]);
+  }
+
+  goBack(): void {
+    this.router.navigate(['/clerk/dashboard']);
+  }
+}

src/app/clerk/cheque-book/leaf-action-dialog/leaf-action-dialog.component.scss

@@ -0,0 +1,87 @@
+/**
+ * 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/.
+ */
+
+.la-form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
+  gap: 14px;
+  padding-top: 4px;
+}
+
+.la-field {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+
+  &__lbl {
+    font-size: 11px;
+    font-weight: 700;
+    color: #64748b;
+    text-transform: uppercase;
+    letter-spacing: 0.05em;
+  }
+
+  &__input {
+    height: 36px;
+    padding: 0 10px;
+    border: 1px solid #e2e8f0;
+    border-radius: 7px;
+    font-size: 13px;
+    font-family: inherit;
+    color: #0d1b2a;
+
+    &:focus {
+      outline: none;
+      border-color: #0f4f3c;
+    }
+  }
+
+  &__hint {
+    font-size: 11px;
+    color: #94a3b8;
+  }
+}
+
+.la-btn {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  border-radius: 7px;
+  font-family: inherit;
+  font-weight: 600;
+  cursor: pointer;
+  border: 1px solid #e2e8f0;
+  transition: background 0.15s;
+  height: 34px;
+  padding: 0 16px;
+  font-size: 13px;
+  background: #fff;
+  color: #0d1b2a;
+
+  &:hover {
+    background: #f0fdf4;
+    border-color: #0f4f3c;
+    color: #0f4f3c;
+  }
+
+  &--primary {
+    background: #0f4f3c;
+    border-color: #0f4f3c;
+    color: #fff;
+
+    &:hover {
+      background: #0a3d2e;
+      color: #fff;
+    }
+
+    &:disabled {
+      opacity: 0.5;
+      cursor: not-allowed;
+    }
+  }
+}

src/app/clerk/cheque-book/leaf-action-dialog/leaf-action-dialog.component.ts

@@ -0,0 +1,145 @@
+/**
+ * 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 { ReactiveFormsModule, UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
+import {
+  MatDialogRef,
+  MAT_DIALOG_DATA,
+  MatDialogTitle,
+  MatDialogContent,
+  MatDialogActions
+} from '@angular/material/dialog';
+import { CdkScrollable } from '@angular/cdk/scrolling';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import { Observable } from 'rxjs';
+import { ChequeBookService } from '../../../chequebook/chequebook.service';
+
+export type LeafAction = 'stoppayment' | 'revokestoppayment' | 'reportlost' | 'cancelleaf' | 'markused' | 'return';
+
+const ACTION_TITLES: Record<LeafAction, string> = {
+  stoppayment: 'Stop Payment',
+  revokestoppayment: 'Revoke Stop Payment',
+  reportlost: 'Report Lost',
+  cancelleaf: 'Cancel Leaf',
+  markused: 'Mark as Used',
+  return: 'Flag Returned'
+};
+
+/** Popup for the five leaf-range actions on a clerk-viewed cheque book — kept as its own dialog so the
+ *  action form doesn't push the leaf grid around and always has full width to lay out its fields. */
+@Component({
+  selector: 'mifosx-clerk-leaf-action-dialog',
+  standalone: true,
+  imports: [
+    ReactiveFormsModule,
+    MatDialogTitle,
+    CdkScrollable,
+    MatDialogContent,
+    MatDialogActions
+  ],
+  styleUrl: './leaf-action-dialog.component.scss',
+  template: `
+    <h1 mat-dialog-title>{{ title }}</h1>
+    <div mat-dialog-content>
+      <form [formGroup]="actionForm" class="la-form">
+        <div class="la-form-grid">
+          <label class="la-field">
+            <span class="la-field__lbl">From Leaf Seq</span>
+            <input class="la-field__input" type="number" formControlName="fromLeafSeq" />
+            <span class="la-field__hint">Leave blank for the whole book</span>
+          </label>
+          <label class="la-field">
+            <span class="la-field__lbl">To Leaf Seq</span>
+            <input class="la-field__input" type="number" formControlName="toLeafSeq" />
+          </label>
+          @if (data.action !== 'revokestoppayment') {
+            <label class="la-field">
+              <span class="la-field__lbl">Reason</span>
+              <input class="la-field__input" formControlName="reason" />
+              @if (data.action === 'markused') {
+                <span class="la-field__hint">Optional — e.g. cleared per bank statement dated ...</span>
+              }
+            </label>
+          }
+        </div>
+      </form>
+    </div>
+    <mat-dialog-actions align="end">
+      <button type="button" class="la-btn" (click)="dialogRef.close()">Cancel</button>
+      <button type="button" class="la-btn la-btn--primary" [disabled]="actionForm.invalid || busy" (click)="submit()">
+        Submit
+      </button>
+    </mat-dialog-actions>
+  `
+})
+export class ClerkLeafActionDialogComponent {
+  dialogRef = inject<MatDialogRef<ClerkLeafActionDialogComponent>>(MatDialogRef);
+  data: { bookId: string; action: LeafAction } = inject(MAT_DIALOG_DATA);
+  private formBuilder = inject(UntypedFormBuilder);
+  private chequeBookService = inject(ChequeBookService);
+  private snackBar = inject(MatSnackBar);
+
+  private notify(message: string, isError = false): void {
+    this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
+  }
+
+  busy = false;
+  actionForm: UntypedFormGroup;
+
+  get title(): string {
+    return ACTION_TITLES[this.data.action];
+  }
+
+  constructor() {
+    this.actionForm = this.formBuilder.group({
+      fromLeafSeq: [''],
+      toLeafSeq: [''],
+      reason: [
+        '',
+        this.data.action === 'revokestoppayment' || this.data.action === 'markused' ? [] : Validators.required
+      ]
+    });
+  }
+
+  submit(): void {
+    if (this.actionForm.invalid || this.busy) {
+      return;
+    }
+    this.busy = true;
+    const raw = this.actionForm.value;
+    const payload: any = { locale: 'en' };
+    if (raw.fromLeafSeq !== '' && raw.fromLeafSeq != null) payload.fromLeafSeq = raw.fromLeafSeq;
+    if (raw.toLeafSeq !== '' && raw.toLeafSeq != null) payload.toLeafSeq = raw.toLeafSeq;
+    if (raw.reason) payload.reason = raw.reason;
+
+    const actionCalls: Record<LeafAction, (bookId: string, payload: any) => Observable<any>> = {
+      stoppayment: (id, p) => this.chequeBookService.stopPayment(id, p),
+      revokestoppayment: (id, p) => this.chequeBookService.revokeStopPayment(id, p),
+      reportlost: (id, p) => this.chequeBookService.reportBookLost(id, p),
+      cancelleaf: (id, p) => this.chequeBookService.cancelLeaf(id, p),
+      markused: (id, p) => this.chequeBookService.markUsed(id, p),
+      return: (id, p) => this.chequeBookService.returnBook(id, p)
+    };
+
+    actionCalls[this.data.action](this.data.bookId, payload).subscribe({
+      next: () => {
+        this.busy = false;
+        this.notify('Action applied');
+        this.dialogRef.close({ success: true });
+      },
+      error: () => {
+        this.busy = false;
+        this.notify(
+          'Action failed — check the leaf range and that the leaves are in a state that allows this action',
+          true
+        );
+      }
+    });
+  }
+}

src/app/clerk/clerk-shared.scss

@@ -0,0 +1,77 @@
+/**
+ * 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/.
+ */
+
+/* Small shared layout/status-pill classes for the Share Withdrawal maker-checker screens —
+ * self-contained (this branch has no separate "investment" module to borrow them from). */
+
+.inv-form-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
+  gap: 12px;
+}
+
+.inv-form-field {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  font-size: 11px;
+  font-weight: 600;
+  color: #64748b;
+
+  input,
+  select,
+  textarea {
+    height: 36px;
+    padding: 0 10px;
+    border: 1px solid #e2e8f0;
+    border-radius: 8px;
+    font-size: 13px;
+    color: #0d1b2a;
+    font-family: inherit;
+    background: #fff;
+    box-sizing: border-box;
+  }
+
+  textarea {
+    height: auto;
+    padding: 8px 10px;
+    resize: vertical;
+  }
+}
+
+.inv-form-actions {
+  display: flex;
+  gap: 10px;
+  padding: 12px 16px 16px;
+}
+
+.inv-badge {
+  display: inline-flex;
+  align-items: center;
+  padding: 3px 10px;
+  border-radius: 999px;
+  font-size: 11px;
+  font-weight: 700;
+  background: #f1f5f9;
+  color: #475569;
+
+  &--active {
+    background: #fef3c7;
+    color: #92400e;
+  }
+
+  &--matured {
+    background: #dcfce7;
+    color: #166534;
+  }
+
+  &--written_off {
+    background: #fee2e2;
+    color: #991b1b;
+  }
+}

src/app/clerk/dividend-claim-request.service.ts

@@ -0,0 +1,86 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient, HttpContext } from '@angular/common/http';
+import { Observable } from 'rxjs';
+import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
+
+/**
+ * HTTP service for the maker-checker "claim my dividend early" workflow — a clerk submits a claim
+ * against a still-locked dividend on the member's behalf, a Bank Manager approves (only possible
+ * when the client has no overdue loan) or rejects it.
+ */
+@Injectable({ providedIn: 'root' })
+export class DividendClaimRequestService {
+  private http = inject(HttpClient);
+
+  submit(
+    lockId: number,
+    breakdown: {
+      loanId?: number;
+      loanApplyAmount?: number;
+      savingsAccountId?: number;
+      savingsApplyAmount?: number;
+      cashApplyAmount?: number;
+      tokNo?: string;
+    }
+  ): Observable<any> {
+    const body: any = { lockId };
+    if (breakdown.loanId != null) {
+      body.loanId = breakdown.loanId;
+    }
+    if (breakdown.loanApplyAmount != null) {
+      body.loanApplyAmount = String(breakdown.loanApplyAmount);
+    }
+    if (breakdown.savingsAccountId != null) {
+      body.savingsAccountId = breakdown.savingsAccountId;
+    }
+    if (breakdown.savingsApplyAmount != null) {
+      body.savingsApplyAmount = String(breakdown.savingsApplyAmount);
+    }
+    if (breakdown.cashApplyAmount != null) {
+      body.cashApplyAmount = String(breakdown.cashApplyAmount);
+    }
+    if (breakdown.tokNo != null) {
+      body.tokNo = breakdown.tokNo;
+    }
+    return this.http.post('/clerk/dividend-claim-requests', body);
+  }
+
+  // Silenced: onTokNoBlur() in Transaction Entry probes this only after the withdrawal-request
+  // token pool 404s, and shows its own tailored message either way.
+  getByToken(token: string): Observable<any> {
+    return this.http.get(`/clerk/dividend-claim-requests/by-token/${encodeURIComponent(token)}`, {
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
+  disburse(id: number, denominationData: string | null, transactionAmount?: number): Observable<any> {
+    return this.http.post(`/clerk/dividend-claim-requests/${id}/disburse`, {
+      denominationData,
+      transactionAmount: transactionAmount != null ? String(transactionAmount) : null
+    });
+  }
+
+  getOverdueLoans(clientId: number): Observable<any> {
+    return this.http.get(`/clerk/dividend-claim-requests/overdue-loans/${clientId}`);
+  }
+
+  list(status = 'PENDING'): Observable<any> {
+    return this.http.get('/clerk/dividend-claim-requests', { params: { status } });
+  }
+
+  approve(id: number): Observable<any> {
+    return this.http.post(`/clerk/dividend-claim-requests/${id}/approve`, {});
+  }
+
+  reject(id: number, reason: string): Observable<any> {
+    return this.http.post(`/clerk/dividend-claim-requests/${id}/reject`, { reason });
+  }
+}

src/app/clerk/dividend-dashboard.service.ts

@@ -0,0 +1,42 @@
+/**
+ * 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 { Injectable, inject } from '@angular/core';
+import { HttpClient } from '@angular/common/http';
+import { Observable } from 'rxjs';
+
+/**
+ * HTTP service for the Bank Manager's Dividend Dashboard — members with a locked (3-year)
+ * share dividend who also have an overdue loan EMI, with an action to apply the locked dividend
+ * towards that EMI.
+ */
+@Injectable({ providedIn: 'root' })
+export class DividendDashboardService {
+  private http = inject(HttpClient);
+
+  getDashboard(): Observable<any> {
+    return this.http.get('/clerk/dividend-dashboard');
+  }
+
+  applyToLoan(lockId: number, loanId: number, amount: number): Observable<any> {
+    return this.http.post(`/clerk/dividend-dashboard/${lockId}/apply-to-loan`, { loanId, amount: String(amount) });
+  }
+
+  getSummary(): Observable<any> {
+    return this.http.get('/clerk/dividend-dashboard/summary');
+  }
+
+  getDeclarations(): Observable<any> {
+    return this.http.get('/clerk/dividend-dashboard/declarations');
+  }
+
+  getLocks(status?: string): Observable<any> {
+    const params = status && status !== 'ALL' ? { status } : {};
+    return this.http.get('/clerk/dividend-dashboard/locks', { params });
+  }
+}

src/app/clerk/dividend-dashboard/dividend-dashboard.component.html

@@ -0,0 +1,416 @@
+<!--
+  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/.
+-->
+
+@if (summary) {
+  <div class="dd-summary-grid">
+    <div class="dd-stat-card">
+      <div class="dd-stat-label">Declarations</div>
+      <div class="dd-stat-value">{{ summary.totalDeclarations }}</div>
+      <div class="dd-stat-sub">{{ summary.pendingApprovalDeclarations }} pending approval</div>
+    </div>
+    <div class="dd-stat-card">
+      <div class="dd-stat-label">Members Affected</div>
+      <div class="dd-stat-value">{{ summary.membersAffected }}</div>
+      <div class="dd-stat-sub">{{ summary.totalMemberDividends }} member-dividends total</div>
+    </div>
+    <div class="dd-stat-card">
+      <div class="dd-stat-label">Total Amount</div>
+      <div class="dd-stat-value">{{ summary.totalAmount | number: '1.2-2' }}</div>
+      <div class="dd-stat-sub">across all declared dividends</div>
+    </div>
+    <div class="dd-stat-card">
+      <div class="dd-stat-label">Currently Locked</div>
+      <div class="dd-stat-value">{{ summary.lockedCount }}</div>
+      <div class="dd-stat-sub">{{ summary.lockedAmount | number: '1.2-2' }}</div>
+    </div>
+    <div class="dd-stat-card">
+      <div class="dd-stat-label">Applied to Loans</div>
+      <div class="dd-stat-value">{{ summary.appliedToLoanCount }}</div>
+      <div class="dd-stat-sub">{{ summary.appliedToLoanAmount | number: '1.2-2' }}</div>
+    </div>
+    <div class="dd-stat-card">
+      <div class="dd-stat-label">Claimed by Member</div>
+      <div class="dd-stat-value">{{ summary.claimedCount }}</div>
+      <div class="dd-stat-sub">{{ summary.claimedAmount | number: '1.2-2' }}</div>
+    </div>
+    <div class="dd-stat-card dd-stat-card--forfeited">
+      <div class="dd-stat-label">Forfeited to Profit</div>
+      <div class="dd-stat-value">{{ summary.forfeitedCount }}</div>
+      <div class="dd-stat-sub">{{ summary.forfeitedAmount | number: '1.2-2' }}</div>
+    </div>
+  </div>
+}
+
+<div class="pg-card">
+  <div class="pos-section-label">Dividend Declarations — Every Dividend Ever Declared, Tracked to Completion</div>
+  <div class="inv-form-grid" style="padding: 12px 16px">
+    <label class="inv-form-field" style="align-self: end">
+      <button type="button" class="pg-btn" [disabled]="declarationsLoading" (click)="loadDeclarations()">
+        Refresh
+      </button>
+    </label>
+  </div>
+  <table class="pg-table">
+    <thead>
+      <tr>
+        <th>Product</th>
+        <th>Period</th>
+        <th class="num">Declared Amount</th>
+        <th class="num">Members</th>
+        <th>Status</th>
+        <th>Approved On</th>
+      </tr>
+    </thead>
+    <tbody>
+      @if (declarationsLoading) {
+        <tr>
+          <td colspan="6" class="pg-empty">Loading…</td>
+        </tr>
+      } @else if (declarationsLoaded && declarations.length === 0) {
+        <tr>
+          <td colspan="6" class="pg-empty">No dividends have been declared yet.</td>
+        </tr>
+      } @else {
+        @for (d of declarations; track d.declarationId) {
+          <tr>
+            <td>{{ d.productName }}</td>
+            <td>{{ d.periodStartDate }} → {{ d.periodEndDate }}</td>
+            <td class="num">{{ d.declaredAmount | number: '1.2-2' }}</td>
+            <td class="num">{{ d.totalMembers }}</td>
+            <td>
+              <span class="dd-badge" [ngClass]="declarationStatusClass(d.status)">{{
+                declarationStatusLabel(d.status)
+              }}</span>
+            </td>
+            <td>{{ d.approvedOn ? (d.approvedOn | date: 'medium') : '—' }}</td>
+          </tr>
+        }
+      }
+    </tbody>
+  </table>
+</div>
+
+<div class="pg-card" style="margin-top: 16px">
+  <div class="pos-section-label">Dividend Dashboard — Locked Dividends for Members with Overdue EMI</div>
+  <div class="inv-form-grid" style="padding: 12px 16px">
+    <label class="inv-form-field" style="align-self: end">
+      <button type="button" class="pg-btn" [disabled]="loading" (click)="load()">Refresh</button>
+    </label>
+  </div>
+  <table class="pg-table">
+    <thead>
+      <tr>
+        <th>Client</th>
+        <th class="num">Locked Dividend</th>
+        <th>Locked Date</th>
+        <th>Release Due</th>
+        <th class="num">Total Overdue EMI</th>
+        <th></th>
+      </tr>
+    </thead>
+    <tbody>
+      @if (loading) {
+        <tr>
+          <td colspan="6" class="pg-empty">Loading…</td>
+        </tr>
+      } @else if (loaded && rows.length === 0) {
+        <tr>
+          <td colspan="6" class="pg-empty">No members with a locked dividend and an overdue EMI right now.</td>
+        </tr>
+      } @else {
+        @for (row of rows; track row.lockId) {
+          <tr>
+            <td>{{ row.clientName }}</td>
+            <td class="num">{{ row.lockedAmount | number: '1.2-2' }}</td>
+            <td>{{ row.lockedDate }}</td>
+            <td>{{ row.releaseDueDate }}</td>
+            <td class="num">{{ totalOverdue(row) | number: '1.2-2' }}</td>
+            <td>
+              <button type="button" class="pg-btn" (click)="toggleApply(row)">
+                {{ expandedLockId === row.lockId ? 'Cancel' : 'Apply to Loan' }}
+              </button>
+            </td>
+          </tr>
+          @if (expandedLockId === row.lockId) {
+            <tr class="dd-apply-row">
+              <td colspan="6">
+                <div class="dd-apply-panel">
+                  <label class="inv-form-field">
+                    <span>Loan</span>
+                    <select [(ngModel)]="selectedLoanId[row.lockId]" (change)="onLoanChange(row)">
+                      @for (loan of row.overdueLoans; track loan.loanId) {
+                        <option [ngValue]="loan.loanId">
+                          {{ loan.accountNo }} — Overdue {{ loan.overdueAmount | number: '1.2-2' }}
+                        </option>
+                      }
+                    </select>
+                  </label>
+                  <label class="inv-form-field">
+                    <span>Amount to Apply (max {{ maxAmountFor(row) | number: '1.2-2' }})</span>
+                    <input
+                      type="number"
+                      [(ngModel)]="applyAmount[row.lockId]"
+                      [max]="maxAmountFor(row)"
+                      min="0.01"
+                      step="0.01"
+                    />
+                  </label>
+                  @if (applyError) {
+                    <div class="dd-apply-error">{{ applyError }}</div>
+                  }
+                  <button
+                    type="button"
+                    class="pg-btn dd-apply-confirm"
+                    [disabled]="applying"
+                    (click)="submitApply(row)"
+                  >
+                    {{ applying ? 'Applying…' : 'Confirm' }}
+                  </button>
+                </div>
+              </td>
+            </tr>
+          }
+        }
+      }
+    </tbody>
+  </table>
+</div>
+
+<div class="pg-card" style="margin-top: 16px">
+  <div class="pos-section-label">All Dividend Locks — Full 3-Year Lock History</div>
+  <div class="inv-form-grid" style="padding: 12px 16px; gap: 8px">
+    <div class="dd-filter-group">
+      @for (opt of ['ALL', 'UNCLAIMED', 'CLAIMED', 'FORFEITED']; track opt) {
+        <button
+          type="button"
+          class="dd-filter-btn"
+          [class.dd-filter-btn--active]="lockStatusFilter === opt"
+          (click)="setLockStatusFilter(opt)"
+        >
+          {{ opt === 'ALL' ? 'All' : (opt | titlecase) }}
+        </button>
+      }
+    </div>
+    <label class="inv-form-field" style="align-self: end; margin-left: auto">
+      <button type="button" class="pg-btn" [disabled]="locksLoading" (click)="loadLocks()">Refresh</button>
+    </label>
+  </div>
+  <table class="pg-table">
+    <thead>
+      <tr>
+        <th>Client</th>
+        <th>Savings Account</th>
+        <th class="num">Amount</th>
+        <th>Locked Date</th>
+        <th>Release Due</th>
+        <th>Status</th>
+        <th>Applied Loan</th>
+        <th></th>
+      </tr>
+    </thead>
+    <tbody>
+      @if (locksLoading) {
+        <tr>
+          <td colspan="8" class="pg-empty">Loading…</td>
+        </tr>
+      } @else if (locksLoaded && locks.length === 0) {
+        <tr>
+          <td colspan="8" class="pg-empty">No dividend locks match this filter.</td>
+        </tr>
+      } @else {
+        @for (l of locks; track l.lockId) {
+          <tr>
+            <td>{{ l.clientName }}</td>
+            <td>
+              <span class="pg-chip">{{ l.savingsAccountNo }}</span>
+            </td>
+            <td class="num">{{ l.amount | number: '1.2-2' }}</td>
+            <td>{{ l.lockedDate }}</td>
+            <td>{{ l.releaseDueDate }}</td>
+            <td>
+              <span class="dd-badge" [ngClass]="lockStatusClass(l.status)">{{ l.status | titlecase }}</span>
+            </td>
+            <td>{{ l.appliedLoanAccountNo || '—' }}</td>
+            <td>
+              @if (l.status === 'UNCLAIMED') {
+                <button type="button" class="pg-btn" (click)="toggleClaim(l)">
+                  {{ expandedClaimLockId === l.lockId ? 'Cancel' : 'Claim' }}
+                </button>
+              }
+            </td>
+          </tr>
+          @if (expandedClaimLockId === l.lockId) {
+            <tr class="dd-apply-row">
+              <td colspan="8">
+                <div class="dd-apply-panel dd-apply-panel--wrap">
+                  <div class="dd-apply-panel-title">
+                    Unclaimed amount: {{ l.amount | number: '1.2-2' }} — split it below (loan, savings, cash)
+                  </div>
+                  @if (claimOverdueLoans[l.lockId] && claimOverdueLoans[l.lockId].length > 0) {
+                    <label class="inv-form-field">
+                      <span>Apply to Overdue Loan</span>
+                      <select [(ngModel)]="claimLoanId[l.lockId]">
+                        @for (loan of claimOverdueLoans[l.lockId]; track loan.loanId) {
+                          <option [ngValue]="loan.loanId">
+                            {{ loan.accountNo }} — Overdue {{ loan.overdueAmount | number: '1.2-2' }}
+                          </option>
+                        }
+                      </select>
+                    </label>
+                    <label class="inv-form-field">
+                      <span>Loan Amount</span>
+                      <input type="number" [(ngModel)]="claimLoanAmount[l.lockId]" min="0" step="0.01" />
+                    </label>
+                  } @else {
+                    <div class="pg-empty-inline">No overdue loan for this client.</div>
+                  }
+                  <label class="inv-form-field">
+                    <span>Credit to Savings</span>
+                    <input type="number" [(ngModel)]="claimSavingsAmount[l.lockId]" min="0" step="0.01" />
+                  </label>
+                  @if (!l.savingsAccountId && claimSavingsAmount[l.lockId] > 0) {
+                    <label class="inv-form-field">
+                      <span>Savings Account ID (no linked account — enter one to credit)</span>
+                      <input type="number" [(ngModel)]="claimSavingsAccountOverride[l.lockId]" min="1" step="1" />
+                    </label>
+                  }
+                  <label class="inv-form-field">
+                    <span>Cash</span>
+                    <input type="number" [(ngModel)]="claimCashAmount[l.lockId]" min="0" step="0.01" />
+                  </label>
+                  @if (claimCashAmount[l.lockId] > 0) {
+                    <label class="inv-form-field">
+                      <span>Token No. (for cashier hand-over)</span>
+                      <input type="text" [(ngModel)]="claimTokNo[l.lockId]" />
+                    </label>
+                  }
+                  <div class="dd-apply-panel-total">
+                    Total: {{ claimTotal(l) | number: '1.2-2' }} / {{ l.amount | number: '1.2-2' }}
+                  </div>
+                  @if (claimError) {
+                    <div class="dd-apply-error">{{ claimError }}</div>
+                  }
+                  <button
+                    type="button"
+                    class="pg-btn dd-apply-confirm"
+                    [disabled]="claimSubmitting"
+                    (click)="submitClaim(l)"
+                  >
+                    {{ claimSubmitting ? 'Submitting…' : 'Submit Claim Request' }}
+                  </button>
+                </div>
+              </td>
+            </tr>
+          }
+        }
+      }
+    </tbody>
+  </table>
+</div>
+
+<div class="pg-card" style="margin-top: 16px">
+  <div class="pos-section-label">Dividend Claim Requests — Pending Review</div>
+  <div class="inv-form-grid" style="padding: 12px 16px">
+    <label class="inv-form-field" style="align-self: end">
+      <button type="button" class="pg-btn" [disabled]="claimRequestsLoading" (click)="loadClaimRequests()">
+        Refresh
+      </button>
+    </label>
+  </div>
+  <table class="pg-table">
+    <thead>
+      <tr>
+        <th>Client</th>
+        <th>Savings Account</th>
+        <th class="num">To Loan</th>
+        <th class="num">To Savings</th>
+        <th class="num">Cash</th>
+        <th class="num">Unclaimed Balance</th>
+        <th>Client Loan Status</th>
+        <th></th>
+      </tr>
+    </thead>
+    <tbody>
+      @if (claimRequestsLoading) {
+        <tr>
+          <td colspan="8" class="pg-empty">Loading…</td>
+        </tr>
+      } @else if (claimRequestsLoaded && claimRequests.length === 0) {
+        <tr>
+          <td colspan="8" class="pg-empty">No dividend claim requests pending review.</td>
+        </tr>
+      } @else {
+        @for (req of claimRequests; track req.id) {
+          <tr>
+            <td>{{ req.client_name }}</td>
+            <td>
+              <span class="pg-chip">{{ req.savings_account_no }}</span>
+            </td>
+            <td class="num">
+              {{
+                req.loan_apply_amount > 0
+                  ? (req.loan_apply_amount | number: '1.2-2') + ' (' + req.loan_account_no + ')'
+                  : '—'
+              }}
+            </td>
+            <td class="num">{{ req.savings_apply_amount > 0 ? (req.savings_apply_amount | number: '1.2-2') : '—' }}</td>
+            <td class="num">
+              {{ req.cash_apply_amount > 0 ? (req.cash_apply_amount | number: '1.2-2') : '—' }}
+              @if (req.cash_apply_amount > 0 && req.tok_no) {
+                <div class="pg-empty-inline">Tok: {{ req.tok_no }}</div>
+              }
+            </td>
+            <td class="num">{{ req.locked_amount | number: '1.2-2' }}</td>
+            <td>
+              @if (req.has_overdue_loan) {
+                <span class="dd-badge dd-badge--failed">Has Overdue EMI</span>
+              } @else {
+                <span class="dd-badge dd-badge--posted">No Overdue Loan</span>
+              }
+            </td>
+            <td>
+              <button type="button" class="pg-btn" [disabled]="claimActioningId === req.id" (click)="approveClaim(req)">
+                {{ claimActioningId === req.id ? 'Approving…' : 'Approve' }}
+              </button>
+              <button type="button" class="pg-btn" (click)="toggleRejectClaim(req)">
+                {{ expandedRejectClaimId === req.id ? 'Cancel' : 'Reject' }}
+              </button>
+              @if (claimActionError[req.id]) {
+                <div class="dd-retry-error">{{ claimActionError[req.id] }}</div>
+              }
+            </td>
+          </tr>
+          @if (expandedRejectClaimId === req.id) {
+            <tr class="dd-apply-row">
+              <td colspan="8">
+                <div class="dd-apply-panel">
+                  <label class="inv-form-field">
+                    <span>Rejection Reason</span>
+                    <input
+                      type="text"
+                      [(ngModel)]="rejectReason[req.id]"
+                      placeholder="Why is this claim being rejected?"
+                    />
+                  </label>
+                  <button
+                    type="button"
+                    class="pg-btn dd-apply-confirm"
+                    [disabled]="claimActioningId === req.id"
+                    (click)="rejectClaim(req)"
+                  >
+                    {{ claimActioningId === req.id ? 'Rejecting…' : 'Confirm Reject' }}
+                  </button>
+                </div>
+              </td>
+            </tr>
+          }
+        }
+      }
+    </tbody>
+  </table>
+</div>

src/app/clerk/dividend-dashboard/dividend-dashboard.component.scss

@@ -0,0 +1,171 @@
+/**
+ * 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/.
+ */
+
+.dd-apply-row td {
+  background: #f8fafc;
+  padding: 0;
+}
+
+.dd-apply-panel {
+  display: flex;
+  align-items: flex-end;
+  gap: 16px;
+  flex-wrap: wrap;
+  padding: 14px 16px;
+
+  .inv-form-field {
+    min-width: 220px;
+  }
+}
+
+.dd-apply-error {
+  color: #b42318;
+  font-size: 12.5px;
+  font-weight: 600;
+}
+
+.dd-apply-panel--wrap {
+  align-items: flex-end;
+}
+
+.dd-apply-panel-title {
+  width: 100%;
+  font-size: 12.5px;
+  font-weight: 700;
+  color: #475569;
+}
+
+.dd-apply-panel-total {
+  font-size: 13px;
+  font-weight: 700;
+  color: #0f172a;
+  font-variant-numeric: tabular-nums;
+}
+
+.dd-apply-confirm {
+  background: #2563eb;
+  color: #fff;
+  border-color: #2563eb;
+
+  &:disabled {
+    opacity: 0.6;
+  }
+}
+
+.dd-retry-error {
+  margin-top: 4px;
+  color: #b42318;
+  font-size: 12px;
+  font-weight: 600;
+  max-width: 240px;
+}
+
+.dd-badge {
+  display: inline-block;
+  padding: 3px 10px;
+  border-radius: 999px;
+  font-size: 12px;
+  font-weight: 600;
+  white-space: nowrap;
+}
+
+.dd-badge--pending {
+  background: #fef3c7;
+  color: #92400e;
+}
+
+.pg-empty-inline {
+  color: #94a3b8;
+  font-size: 12.5px;
+  font-style: italic;
+}
+
+.dd-badge--failed {
+  background: #fee2e2;
+  color: #b42318;
+}
+
+.dd-badge--posted {
+  background: #dcfce7;
+  color: #166534;
+}
+
+.dd-badge--partial {
+  background: #dbeafe;
+  color: #1e40af;
+}
+
+/* ─── Summary stat cards ─── */
+.dd-summary-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(160px, 1fr));
+  gap: 12px;
+  margin-bottom: 16px;
+}
+
+.dd-stat-card {
+  background: #fff;
+  border: 1px solid #e8ecf0;
+  border-radius: 10px;
+  padding: 12px 14px;
+  border-left: 3px solid #94a3b8;
+
+  &--forfeited {
+    border-left-color: #7c3aed;
+  }
+}
+
+.dd-stat-label {
+  font-size: 11.5px;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.4px;
+  color: #64748b;
+}
+
+.dd-stat-value {
+  font-size: 22px;
+  font-weight: 700;
+  color: #0f172a;
+  margin-top: 4px;
+  font-variant-numeric: tabular-nums;
+}
+
+.dd-stat-sub {
+  font-size: 11.5px;
+  color: #94a3b8;
+  margin-top: 2px;
+}
+
+/* ─── Lock status filter buttons ─── */
+.dd-filter-group {
+  display: flex;
+  gap: 6px;
+}
+
+.dd-filter-btn {
+  border: 1px solid #e2e8f0;
+  background: #fff;
+  color: #475569;
+  font-size: 12.5px;
+  font-weight: 600;
+  padding: 6px 12px;
+  border-radius: 999px;
+  cursor: pointer;
+  transition: all 0.15s ease;
+
+  &:hover {
+    border-color: #94a3b8;
+  }
+
+  &--active {
+    background: #1e293b;
+    border-color: #1e293b;
+    color: #fff;
+  }
+}

src/app/clerk/dividend-dashboard/dividend-dashboard.component.ts

@@ -0,0 +1,359 @@
+/**
+ * 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 { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { catchError } from 'rxjs/operators';
+import { of } from 'rxjs';
+
+import { DividendDashboardService } from '../dividend-dashboard.service';
+import { DividendClaimRequestService } from '../dividend-claim-request.service';
+
+/**
+ * Bank Manager's Dividend Dashboard: summary stats, every dividend ever declared, full 3-year
+ * lock history, members whose unclaimed dividend sits alongside an overdue loan EMI (with a
+ * proactive "Apply to Loan" action), and the maker-checker claim workflow for members who come to
+ * claim their dividend directly (split across loan, savings, or cash).
+ */
+@Component({
+  selector: 'mifosx-dividend-dashboard',
+  templateUrl: './dividend-dashboard.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../clerk-shared.scss',
+    './dividend-dashboard.component.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule
+  ]
+})
+export class DividendDashboardComponent implements OnInit {
+  private service = inject(DividendDashboardService);
+  private claimRequestService = inject(DividendClaimRequestService);
+
+  rows: any[] = [];
+  loading = false;
+  loaded = false;
+
+  expandedLockId: number | null = null;
+  selectedLoanId: Record<number, number | null> = {};
+  applyAmount: Record<number, number | null> = {};
+  applying = false;
+  applyError: string | null = null;
+
+  summary: any = null;
+  summaryLoading = false;
+
+  declarations: any[] = [];
+  declarationsLoading = false;
+  declarationsLoaded = false;
+
+  locks: any[] = [];
+  locksLoading = false;
+  locksLoaded = false;
+  lockStatusFilter = 'ALL';
+
+  expandedClaimLockId: number | null = null;
+  claimOverdueLoans: Record<number, any[]> = {};
+  claimLoanId: Record<number, number | null> = {};
+  claimLoanAmount: Record<number, number | null> = {};
+  claimSavingsAmount: Record<number, number | null> = {};
+  claimSavingsAccountOverride: Record<number, number | null> = {};
+  claimCashAmount: Record<number, number | null> = {};
+  claimTokNo: Record<number, string> = {};
+  claimSubmitting = false;
+  claimError: string | null = null;
+
+  claimRequests: any[] = [];
+  claimRequestsLoading = false;
+  claimRequestsLoaded = false;
+  claimActioningId: number | null = null;
+  claimActionError: Record<number, string> = {};
+  expandedRejectClaimId: number | null = null;
+  rejectReason: Record<number, string> = {};
+
+  ngOnInit(): void {
+    this.loadSummary();
+    this.loadDeclarations();
+    this.load();
+    this.loadLocks();
+    this.loadClaimRequests();
+  }
+
+  toggleClaim(lock: any): void {
+    if (this.expandedClaimLockId === lock.lockId) {
+      this.expandedClaimLockId = null;
+      return;
+    }
+    this.expandedClaimLockId = lock.lockId;
+    this.claimError = null;
+    this.claimLoanId[lock.lockId] = null;
+    this.claimLoanAmount[lock.lockId] = null;
+    this.claimSavingsAmount[lock.lockId] = Number(lock.amount);
+    this.claimSavingsAccountOverride[lock.lockId] = null;
+    this.claimCashAmount[lock.lockId] = null;
+    this.claimTokNo[lock.lockId] = '';
+    this.claimRequestService
+      .getOverdueLoans(lock.clientId)
+      .pipe(catchError(() => of([])))
+      .subscribe((loans: any[]) => {
+        this.claimOverdueLoans[lock.lockId] = loans ?? [];
+        if (loans && loans.length > 0) {
+          this.claimLoanId[lock.lockId] = loans[0].loanId;
+          const loanAmt = Math.min(Number(lock.amount), Number(loans[0].overdueAmount));
+          this.claimLoanAmount[lock.lockId] = loanAmt;
+          this.claimSavingsAmount[lock.lockId] = Number((Number(lock.amount) - loanAmt).toFixed(2));
+        }
+      });
+  }
+
+  claimTotal(lock: any): number {
+    return (
+      Number(this.claimLoanAmount[lock.lockId] || 0) +
+      Number(this.claimSavingsAmount[lock.lockId] || 0) +
+      Math.floor(Number(this.claimCashAmount[lock.lockId] || 0))
+    );
+  }
+
+  submitClaim(lock: any): void {
+    const loanAmount = Number(this.claimLoanAmount[lock.lockId] || 0);
+    const savingsAmount = Number(this.claimSavingsAmount[lock.lockId] || 0);
+    // Cash can only be handed over in whole-rupee notes/coins (no denomination below ₹1), while a
+    // dividend share often works out to paise — floor to the nearest rupee so the denomination
+    // total the cashier counts can always match exactly; any leftover paise stays unclaimed.
+    const cashAmount = Math.floor(Number(this.claimCashAmount[lock.lockId] || 0));
+    const total = loanAmount + savingsAmount + cashAmount;
+    if (total <= 0) {
+      this.claimError = 'Enter at least one amount (loan, savings, or cash), greater than zero.';
+      return;
+    }
+    if (total > Number(lock.amount)) {
+      this.claimError = `Total (${total}) cannot exceed the unclaimed amount of ${lock.amount}.`;
+      return;
+    }
+    if (loanAmount > 0 && !this.claimLoanId[lock.lockId]) {
+      this.claimError = 'Select a loan to apply the loan amount towards.';
+      return;
+    }
+    if (savingsAmount > 0 && !lock.savingsAccountId && !this.claimSavingsAccountOverride[lock.lockId]) {
+      this.claimError = 'This share account has no linked savings account — enter a Savings Account ID to credit.';
+      return;
+    }
+    const tokNo = this.claimTokNo[lock.lockId]?.trim();
+    if (cashAmount > 0 && !tokNo) {
+      this.claimError = 'Enter a Token No. for the cash portion — the cashier will use it to hand over the cash.';
+      return;
+    }
+    this.claimSubmitting = true;
+    this.claimError = null;
+    this.claimRequestService
+      .submit(lock.lockId, {
+        loanId: loanAmount > 0 ? this.claimLoanId[lock.lockId] : undefined,
+        loanApplyAmount: loanAmount > 0 ? loanAmount : undefined,
+        savingsAccountId:
+          savingsAmount > 0 && !lock.savingsAccountId ? this.claimSavingsAccountOverride[lock.lockId] : undefined,
+        savingsApplyAmount: savingsAmount > 0 ? savingsAmount : undefined,
+        cashApplyAmount: cashAmount > 0 ? cashAmount : undefined,
+        tokNo: cashAmount > 0 ? tokNo : undefined
+      })
+      .subscribe({
+        next: () => {
+          this.claimSubmitting = false;
+          this.expandedClaimLockId = null;
+          this.loadClaimRequests();
+        },
+        error: (err: any) => {
+          this.claimSubmitting = false;
+          this.claimError = err?.error?.message || 'Failed to submit claim request.';
+        }
+      });
+  }
+
+  loadClaimRequests(): void {
+    this.claimRequestsLoading = true;
+    this.claimRequestService
+      .list('PENDING')
+      .pipe(catchError(() => of([])))
+      .subscribe((res: any[]) => {
+        this.claimRequests = res ?? [];
+        this.claimRequestsLoading = false;
+        this.claimRequestsLoaded = true;
+      });
+  }
+
+  approveClaim(req: any): void {
+    this.claimActioningId = req.id;
+    delete this.claimActionError[req.id];
+    this.claimRequestService.approve(req.id).subscribe({
+      next: () => {
+        this.claimActioningId = null;
+        this.loadClaimRequests();
+        this.loadLocks();
+        this.loadSummary();
+      },
+      error: (err: any) => {
+        this.claimActioningId = null;
+        this.claimActionError[req.id] = err?.error?.message || 'Failed to approve claim.';
+      }
+    });
+  }
+
+  toggleRejectClaim(req: any): void {
+    this.expandedRejectClaimId = this.expandedRejectClaimId === req.id ? null : req.id;
+  }
+
+  rejectClaim(req: any): void {
+    const reason = this.rejectReason[req.id];
+    if (!reason || !reason.trim()) {
+      this.claimActionError[req.id] = 'Rejection reason is required.';
+      return;
+    }
+    this.claimActioningId = req.id;
+    delete this.claimActionError[req.id];
+    this.claimRequestService.reject(req.id, reason).subscribe({
+      next: () => {
+        this.claimActioningId = null;
+        this.expandedRejectClaimId = null;
+        this.loadClaimRequests();
+      },
+      error: (err: any) => {
+        this.claimActioningId = null;
+        this.claimActionError[req.id] = err?.error?.message || 'Failed to reject claim.';
+      }
+    });
+  }
+
+  loadSummary(): void {
+    this.summaryLoading = true;
+    this.service
+      .getSummary()
+      .pipe(catchError(() => of(null)))
+      .subscribe((res: any) => {
+        this.summary = res;
+        this.summaryLoading = false;
+      });
+  }
+
+  loadDeclarations(): void {
+    this.declarationsLoading = true;
+    this.service
+      .getDeclarations()
+      .pipe(catchError(() => of([])))
+      .subscribe((res: any[]) => {
+        this.declarations = res ?? [];
+        this.declarationsLoading = false;
+        this.declarationsLoaded = true;
+      });
+  }
+
+  declarationStatusLabel(status: string): string {
+    return status === 'PENDING_APPROVAL' ? 'Pending Approval' : 'Approved';
+  }
+
+  declarationStatusClass(status: string): string {
+    return status === 'PENDING_APPROVAL' ? 'dd-badge--pending' : 'dd-badge--posted';
+  }
+
+  loadLocks(): void {
+    this.locksLoading = true;
+    this.service
+      .getLocks(this.lockStatusFilter)
+      .pipe(catchError(() => of([])))
+      .subscribe((res: any[]) => {
+        this.locks = res ?? [];
+        this.locksLoading = false;
+        this.locksLoaded = true;
+      });
+  }
+
+  setLockStatusFilter(status: string): void {
+    this.lockStatusFilter = status;
+    this.loadLocks();
+  }
+
+  lockStatusClass(status: string): string {
+    switch (status) {
+      case 'UNCLAIMED':
+        return 'dd-badge--pending';
+      case 'CLAIMED':
+        return 'dd-badge--posted';
+      case 'FORFEITED':
+        return 'dd-badge--failed';
+      default:
+        return 'dd-badge--pending';
+    }
+  }
+
+  load(): void {
+    this.loading = true;
+    this.expandedLockId = null;
+    this.service
+      .getDashboard()
+      .pipe(catchError(() => of([])))
+      .subscribe((res: any[]) => {
+        this.rows = res ?? [];
+        this.loading = false;
+        this.loaded = true;
+      });
+  }
+
+  totalOverdue(row: any): number {
+    return (row.overdueLoans || []).reduce((sum: number, l: any) => sum + Number(l.overdueAmount || 0), 0);
+  }
+
+  toggleApply(row: any): void {
+    if (this.expandedLockId === row.lockId) {
+      this.expandedLockId = null;
+      return;
+    }
+    this.expandedLockId = row.lockId;
+    this.applyError = null;
+    const firstLoan = (row.overdueLoans || [])[0];
+    this.selectedLoanId[row.lockId] = firstLoan ? firstLoan.loanId : null;
+    this.applyAmount[row.lockId] = firstLoan
+      ? Math.min(Number(row.lockedAmount), Number(firstLoan.overdueAmount))
+      : Number(row.lockedAmount);
+  }
+
+  maxAmountFor(row: any): number {
+    const loanId = this.selectedLoanId[row.lockId];
+    const loan = (row.overdueLoans || []).find((l: any) => l.loanId === loanId);
+    const overdue = loan ? Number(loan.overdueAmount) : Number(row.lockedAmount);
+    return Math.min(Number(row.lockedAmount), overdue);
+  }
+
+  onLoanChange(row: any): void {
+    this.applyAmount[row.lockId] = this.maxAmountFor(row);
+  }
+
+  submitApply(row: any): void {
+    const loanId = this.selectedLoanId[row.lockId];
+    const amount = this.applyAmount[row.lockId];
+    if (!loanId || !amount || amount <= 0) {
+      this.applyError = 'Select a loan and enter a valid amount.';
+      return;
+    }
+    this.applying = true;
+    this.applyError = null;
+    this.service.applyToLoan(row.lockId, loanId, amount).subscribe({
+      next: () => {
+        this.applying = false;
+        this.load();
+        this.loadLocks();
+        this.loadSummary();
+      },
+      error: (err: any) => {
+        this.applying = false;
+        this.applyError = err?.error?.message || 'Failed to apply dividend to loan.';
+      }
+    });
+  }
+}

src/app/clerk/my-share-withdrawal-requests/my-share-withdrawal-requests.component.html

@@ -0,0 +1,73 @@
+<!--
+  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="pg">
+  <header class="pg-head">
+    <div>
+      <div class="pg-eyebrow">CLERK · SHARE WITHDRAWAL</div>
+      <h1 class="pg-title">My Share Requests</h1>
+      <p class="pg-sub">Share withdrawal requests you have submitted, and their approval status.</p>
+    </div>
+    <div class="pg-toolbar">
+      <button type="button" class="pg-btn pg-btn--primary" (click)="newRequest()">New Share Withdrawal</button>
+    </div>
+  </header>
+
+  <div class="pg-card">
+    <div class="inv-form-grid" style="padding: 12px 16px">
+      <label class="inv-form-field">
+        <span>Status</span>
+        <select [(ngModel)]="filterStatus" (change)="onFilterChange()">
+          @for (opt of statusOptions; track opt.value) {
+            <option [value]="opt.value">{{ opt.label }}</option>
+          }
+        </select>
+      </label>
+    </div>
+    <table class="pg-table">
+      <thead>
+        <tr>
+          <th>Account No</th>
+          <th>Client</th>
+          <th class="num">Shares</th>
+          <th>Resolution No.</th>
+          <th>Meeting Date</th>
+          <th>Submitted At</th>
+          <th>Status</th>
+        </tr>
+      </thead>
+      <tbody>
+        @if (loading) {
+          <tr>
+            <td colspan="7" class="pg-empty">Loading…</td>
+          </tr>
+        } @else if (loaded && requests.length === 0) {
+          <tr>
+            <td colspan="7" class="pg-empty">No share withdrawal requests found.</td>
+          </tr>
+        } @else {
+          @for (r of requests; track r.id) {
+            <tr>
+              <td>
+                <span class="pg-chip">{{ r.account_no }}</span>
+              </td>
+              <td>{{ r.client_name }}</td>
+              <td class="num">{{ r.requested_shares }}</td>
+              <td>{{ r.resolution_number }}</td>
+              <td>{{ formatDateTime(r.meeting_date) }}</td>
+              <td>{{ formatDateTime(r.submitted_at) }}</td>
+              <td>
+                <span [class]="statusClass(r.status)">{{ statusLabel(r.status) }}</span>
+              </td>
+            </tr>
+          }
+        }
+      </tbody>
+    </table>
+  </div>
+</div>

src/app/clerk/my-share-withdrawal-requests/my-share-withdrawal-requests.component.ts

@@ -0,0 +1,112 @@
+/**
+ * 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 { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { Router, RouterModule } from '@angular/router';
+import { catchError } from 'rxjs/operators';
+import { of } from 'rxjs';
+
+import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service';
+
+/** Clerk Dashboard "My Share Requests" — lists the share withdrawal requests this clerk has
+ *  submitted and their approval status. Mirrors MyRequestsComponent/MyDisbursementRequestsComponent. */
+@Component({
+  selector: 'mifosx-my-share-withdrawal-requests',
+  templateUrl: './my-share-withdrawal-requests.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../clerk-shared.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule
+  ]
+})
+export class MyShareWithdrawalRequestsComponent implements OnInit {
+  private service = inject(ClerkShareWithdrawalService);
+  private router = inject(Router);
+
+  requests: any[] = [];
+  totalRecords = 0;
+  loading = false;
+  loaded = false;
+
+  filterStatus = '';
+
+  get statusOptions(): { value: string; label: string }[] {
+    return [
+      { value: '', label: 'All' },
+      { value: 'PENDING', label: 'Pending' },
+      { value: 'APPROVED', label: 'Approved' },
+      { value: 'REJECTED', label: 'Rejected' }
+    ];
+  }
+
+  ngOnInit(): void {
+    this.load();
+  }
+
+  load(): void {
+    this.loading = true;
+    this.service
+      .getMyRequests(this.filterStatus || undefined, 0, 50)
+      .pipe(catchError(() => of({ pageItems: [], totalFilteredRecords: 0 })))
+      .subscribe((res: any) => {
+        this.requests = res?.pageItems ?? [];
+        this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
+        this.loading = false;
+        this.loaded = true;
+      });
+  }
+
+  onFilterChange(): void {
+    this.load();
+  }
+
+  newRequest(): void {
+    this.router.navigate(['/clerk/share-withdrawal-request']);
+  }
+
+  statusClass(status: string): string {
+    const map: Record<string, string> = {
+      PENDING: 'inv-badge--active',
+      APPROVED: 'inv-badge--matured',
+      REJECTED: 'inv-badge--written_off'
+    };
+    return `inv-badge ${map[status] ?? ''}`;
+  }
+
+  statusLabel(status: string): string {
+    const map: Record<string, string> = {
+      PENDING: 'Pending Approval',
+      APPROVED: 'Approved',
+      REJECTED: 'Rejected'
+    };
+    return map[status] ?? status;
+  }
+
+  formatDateTime(val: any): string {
+    if (!val) return '—';
+    try {
+      const d = new Date(val);
+      return d.toLocaleString('en-IN', {
+        day: '2-digit',
+        month: 'short',
+        year: 'numeric',
+        hour: '2-digit',
+        minute: '2-digit'
+      });
+    } catch {
+      return String(val);
+    }
+  }
+}

src/app/clerk/share-withdrawal-request/share-withdrawal-request.component.html

@@ -0,0 +1,446 @@
+<!--
+  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="pg">
+  <header class="pg-head">
+    <div>
+      <div class="pg-eyebrow">{{ isReview ? 'CHECKER · APPROVAL' : 'CLERK · SHARE WITHDRAWAL' }}</div>
+      <h1 class="pg-title">{{ pageTitle }}</h1>
+      <p class="pg-sub">{{ pageSubtitle }}</p>
+    </div>
+    <div class="pg-toolbar">
+      <button type="button" class="pg-btn" (click)="goBack()">
+        <mat-icon>arrow_back</mat-icon>
+        {{ isReview ? 'Back to Requests' : 'My Share Requests' }}
+      </button>
+    </div>
+  </header>
+
+  <div class="pg-card">
+    <div class="pos-section-label">Share Account</div>
+    <div class="inv-form-grid" style="padding: 16px">
+      @if (!isReview) {
+        <label class="inv-form-field" style="grid-column: span 2">
+          <span>* Search Account No. / Client Name</span>
+          <mifosx-search-select
+            [options]="accountOptions"
+            [(ngModel)]="selectedAccountId"
+            (ngModelChange)="onAccountSelected($event)"
+            placeholder="Search share account no. or client name…"
+          ></mifosx-search-select>
+        </label>
+      }
+      @if (account) {
+        <label class="inv-form-field">
+          <span>Account No</span>
+          <input type="text" [value]="account.accountNo" readonly />
+        </label>
+        <label class="inv-form-field">
+          <span>Client</span>
+          <input type="text" [value]="account.clientName" readonly />
+        </label>
+        <label class="inv-form-field">
+          <span>Shares Held</span>
+          <input
+            type="text"
+            [value]="account.summary?.totalApprovedShares ?? account.totalApprovedShares ?? 0"
+            readonly
+          />
+        </label>
+        <label class="inv-form-field">
+          <span>Unit Price</span>
+          <input type="text" [value]="'₹' + (unitPrice | number: '1.2-2')" readonly />
+        </label>
+      }
+      @if (loadingAccount) {
+        <div class="pg-empty">Loading account…</div>
+      }
+    </div>
+  </div>
+
+  @if (isReview && reviewRequest) {
+    <div class="pg-card">
+      <div class="pos-section-label">Client Compliance</div>
+      <div class="inv-form-grid" style="padding: 16px">
+        <div class="inv-form-field">
+          <span>KYC Status</span>
+          <span
+            class="swr-chip"
+            [class.swr-chip--ok]="reviewRequest.client_kyc_verified"
+            [class.swr-chip--warn]="!reviewRequest.client_kyc_verified"
+          >
+            {{ reviewRequest.client_kyc_status_label }}
+          </span>
+        </div>
+        <div class="inv-form-field">
+          <span>Risk Category</span>
+          <span
+            class="swr-chip"
+            [class.swr-chip--ok]="!reviewRequest.client_risk_high"
+            [class.swr-chip--warn]="reviewRequest.client_risk_high"
+          >
+            {{ reviewRequest.client_risk_category_label }}
+          </span>
+        </div>
+        <div class="inv-form-field">
+          <span>Open AML Alerts</span>
+          <span
+            class="swr-chip"
+            [class.swr-chip--ok]="!reviewRequest.client_open_aml_alerts"
+            [class.swr-chip--warn]="reviewRequest.client_open_aml_alerts > 0"
+          >
+            {{ reviewRequest.client_open_aml_alerts || 0 }}
+          </span>
+        </div>
+      </div>
+    </div>
+  }
+
+  @if (account) {
+    <div class="pg-card">
+      <div class="pos-section-label">Withdrawal Details</div>
+      <div class="inv-form-grid" style="padding: 16px">
+        <label class="inv-form-field">
+          <span>* Shares to Withdraw</span>
+          <input type="number" [(ngModel)]="requestedShares" min="1" [disabled]="isReview" />
+        </label>
+        <label class="inv-form-field">
+          <span>* Requested Date</span>
+          <input type="date" [(ngModel)]="requestedDate" [disabled]="isReview" />
+        </label>
+        <label class="inv-form-field">
+          <span>Withdrawal Value</span>
+          <input type="text" [value]="'₹' + (withdrawalValue | number: '1.2-2')" readonly />
+        </label>
+        <label class="inv-form-field">
+          <span>Remaining Shares After Withdrawal</span>
+          <input type="text" [value]="remainingShares" readonly />
+        </label>
+        <label class="inv-form-field">
+          <span>* Board Resolution Number</span>
+          <input type="text" [(ngModel)]="resolutionNumber" [disabled]="isReview" placeholder="e.g. BR-2026-014" />
+        </label>
+        <label class="inv-form-field">
+          <span>* Date of Meeting</span>
+          <input type="date" [(ngModel)]="meetingDate" [disabled]="isReview" />
+        </label>
+        <label class="inv-form-field">
+          <span>* Settlement Payment Type</span>
+          @if (!isReview) {
+            <select [(ngModel)]="settlementPaymentTypeId">
+              <option [ngValue]="null">Select…</option>
+              @for (pt of paymentTypeOptions; track pt.id) {
+                <option [ngValue]="pt.id">{{ pt.name }}</option>
+              }
+            </select>
+          } @else {
+            <input type="text" [value]="settlementPaymentTypeName" readonly />
+          }
+        </label>
+        <label class="inv-form-field" style="grid-column: span 2">
+          <span>Description / Remarks</span>
+          <input type="text" [(ngModel)]="description" [disabled]="isReview" />
+        </label>
+      </div>
+
+      @if (account && remainingShares === 0) {
+        <div class="swr-close-notice">
+          <mat-icon>lock</mat-icon>
+          <span>
+            This withdraws <strong>all</strong> shares on this account. Approving it will
+            <strong>close the share account automatically</strong> — no separate closure step is needed.
+          </span>
+        </div>
+      }
+
+      @if (!isReview) {
+        <div class="inv-form-actions">
+          <button
+            type="button"
+            class="pg-btn pg-btn--primary"
+            [disabled]="!isFormValid || submitting"
+            (click)="openConfirmDialog()"
+          >
+            {{ submitting ? 'Submitting…' : 'Review &amp; Submit' }}
+          </button>
+        </div>
+      }
+    </div>
+  }
+
+  @if (isReview && reviewRequest?.status === 'PENDING') {
+    <div class="pg-card">
+      <div class="pos-section-label">Verification</div>
+      <div class="swrv-trigger">
+        <div class="swrv-trigger__icon">
+          <mat-icon>fact_check</mat-icon>
+        </div>
+        <div class="swrv-trigger__text">
+          <div class="swrv-trigger__title">Run a live backend validation</div>
+          <div class="swrv-trigger__sub">
+            Re-checks account status, share balance, linked savings account and GL mapping before you approve.
+          </div>
+        </div>
+        <button type="button" class="pg-btn pg-btn--primary" (click)="openValidateModal()">
+          <mat-icon>play_circle</mat-icon>
+          Validate Request
+        </button>
+      </div>
+
+      <div class="inv-form-actions">
+        <button type="button" class="pg-btn pg-btn--primary" (click)="approveReview()">
+          <mat-icon>check_circle</mat-icon>
+          Approve &amp; Process Withdrawal
+        </button>
+        <button type="button" class="pg-btn pg-btn--danger" (click)="openRejectDialog()">
+          <mat-icon>cancel</mat-icon>
+          Reject
+        </button>
+      </div>
+    </div>
+  }
+
+  @if (showValidateModal) {
+    <div class="swrv-modal">
+      <div class="swrv-modal__card">
+        <div class="swrv-modal__header">
+          <div class="swrv-modal__title">
+            <span class="swrv-modal__title-icon"><mat-icon>fact_check</mat-icon></span>
+            Validate Share Withdrawal Request
+          </div>
+          <button type="button" class="swrv-modal__close" [disabled]="validating" (click)="closeValidateModal()">
+            <mat-icon>close</mat-icon>
+          </button>
+        </div>
+
+        <div class="swrv-modal__body">
+          <p class="swrv-modal__intro">
+            Re-checking <strong>{{ requestedShares }} share(s)</strong> withdrawal from
+            <strong>{{ account?.accountNo }}</strong> ({{ account?.clientName }}) against the live account, savings link
+            and GL configuration — not just what was captured at submission time.
+          </p>
+
+          @if (backendChecks && !validating && !validateAllPassed) {
+            <div class="swrv-modal__warn">
+              <mat-icon>warning</mat-icon>
+              <div>
+                <strong>Some checks need review before approving.</strong>
+                Scroll down to see which ones failed and why.
+              </div>
+            </div>
+          }
+
+          <ol class="swrv-steps">
+            @for (step of validateSteps; track step.label; let i = $index) {
+              <li
+                class="swrv-step"
+                [class.swrv-step--active]="step.status === 'active'"
+                [class.swrv-step--done]="step.status === 'done'"
+                [class.swrv-step--failed]="step.status === 'failed'"
+              >
+                <div class="swrv-step__indicator">
+                  @if (step.status === 'done') {
+                    <mat-icon>check</mat-icon>
+                  } @else if (step.status === 'active') {
+                    <mat-icon class="swrv-spin">autorenew</mat-icon>
+                  } @else if (step.status === 'failed') {
+                    <mat-icon>close</mat-icon>
+                  } @else {
+                    <span>{{ i + 1 }}</span>
+                  }
+                </div>
+                <div class="swrv-step__content">
+                  <div class="swrv-step__label">{{ step.label }}</div>
+                  <div class="swrv-step__msg">{{ step.detail }}</div>
+                </div>
+              </li>
+            }
+          </ol>
+
+          @if (validating && validateSteps.length === 0) {
+            <div class="pg-empty">Connecting to server…</div>
+          }
+
+          @if (backendChecks && !validating && validateAllPassed) {
+            <div class="swrv-modal__result">
+              <mat-icon>verified</mat-icon>
+              <span>All checks passed — safe to approve.</span>
+            </div>
+          }
+        </div>
+
+        <div class="swrv-modal__footer">
+          @if (!validating && backendChecks) {
+            <button type="button" class="pg-btn" (click)="runBackendValidation()">
+              <mat-icon>refresh</mat-icon>
+              Re-run
+            </button>
+          }
+          @if (!validating && backendChecks && validateAllPassed) {
+            <button type="button" class="pg-btn pg-btn--primary" (click)="closeValidateModal(); approveReview()">
+              <mat-icon>check_circle</mat-icon>
+              Approve &amp; Process Withdrawal
+            </button>
+          }
+          <button type="button" class="pg-btn" [disabled]="validating" (click)="closeValidateModal()">
+            {{ validating ? 'Validating…' : 'Close' }}
+          </button>
+        </div>
+      </div>
+    </div>
+  }
+
+  @if (isReview && reviewRequest?.status === 'APPROVED') {
+    <div class="pg-card">
+      <div class="pos-section-label">Settlement</div>
+      <div class="inv-form-grid" style="padding: 16px">
+        @if (reviewRequest?.settlement_amount) {
+          <label class="inv-form-field">
+            <span>Amount Credited</span>
+            <input type="text" [value]="'₹' + (reviewRequest.settlement_amount | number: '1.2-2')" readonly />
+          </label>
+          <label class="inv-form-field">
+            <span>Credited To (Linked Savings A/C)</span>
+            <input type="text" [value]="account?.savingsAccountNumber || '—'" readonly />
+          </label>
+          <label class="inv-form-field">
+            <span>Savings Transaction Ref.</span>
+            <input type="text" [value]="reviewRequest.settlement_savings_transaction_id" readonly />
+          </label>
+        } @else {
+          <div class="pg-empty" style="grid-column: span 2">
+            Settlement is processed automatically on approval. Details aren't available when reopening an
+            already-approved request — check the linked savings account's transaction history to confirm.
+          </div>
+        }
+      </div>
+    </div>
+  }
+
+  @if (isReview && activityLog.length > 0) {
+    <div class="pg-card">
+      <div class="pos-section-label">Activity Log</div>
+      <table class="pg-table">
+        <thead>
+          <tr>
+            <th>Timestamp</th>
+            <th>Action</th>
+            <th>User</th>
+            <th>Note</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (entry of activityLog; track entry.timestamp) {
+            <tr>
+              <td>{{ entry.timestamp | date: 'medium' }}</td>
+              <td>{{ entry.action }}</td>
+              <td>{{ entry.user }}</td>
+              <td>{{ entry.note || '—' }}</td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  }
+
+  @if (showConfirmDialog) {
+    <div class="swr-modal-backdrop">
+      <div class="swr-modal">
+        <h3>Confirm Share Withdrawal Request</h3>
+        <p class="pg-sub">Review the details below before submitting for Bank Manager approval.</p>
+        <table class="pg-table">
+          <tbody>
+            <tr>
+              <td>Account No / Client</td>
+              <td>{{ account?.accountNo }} — {{ account?.clientName }}</td>
+            </tr>
+            <tr>
+              <td>Shares to Withdraw</td>
+              <td>
+                {{ requestedShares }} @ ₹{{ unitPrice | number: '1.2-2' }} = ₹{{ withdrawalValue | number: '1.2-2' }}
+              </td>
+            </tr>
+            <tr [class.swr-close-row]="remainingShares === 0">
+              <td>Remaining Shares After Withdrawal</td>
+              <td>
+                {{ remainingShares }}
+                @if (remainingShares === 0) {
+                  <span class="swr-close-tag"><mat-icon>lock</mat-icon> Account will be closed on approval</span>
+                }
+              </td>
+            </tr>
+            <tr>
+              <td>Requested Date</td>
+              <td>{{ requestedDate }}</td>
+            </tr>
+            <tr>
+              <td>Board Resolution Number</td>
+              <td>{{ resolutionNumber }}</td>
+            </tr>
+            <tr>
+              <td>Date of Meeting</td>
+              <td>{{ meetingDate }}</td>
+            </tr>
+            <tr>
+              <td>Settlement Payment Type</td>
+              <td>{{ settlementPaymentTypeName }}</td>
+            </tr>
+            <tr>
+              <td>Linked Savings Account</td>
+              <td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td>
+            </tr>
+          </tbody>
+        </table>
+
+        <div class="pos-section-label" style="margin-top: 12px">Validation Checks</div>
+        <table class="pg-table">
+          <tbody>
+            @for (check of verificationChecks; track check.label) {
+              <tr>
+                <td>{{ check.label }}</td>
+                <td [class.swr-check-pass]="check.pass" [class.swr-check-fail]="!check.pass">
+                  {{ check.pass ? 'Pass — ' : 'Review — ' }}{{ check.detail }}
+                </td>
+              </tr>
+            }
+          </tbody>
+        </table>
+
+        <div class="inv-form-actions">
+          <button type="button" class="pg-btn pg-btn--primary" [disabled]="submitting" (click)="confirmSubmit()">
+            {{ submitting ? 'Submitting…' : 'Confirm & Submit' }}
+          </button>
+          <button type="button" class="pg-btn" (click)="cancelConfirmDialog()">Back to Edit</button>
+        </div>
+      </div>
+    </div>
+  }
+
+  @if (showRejectDialog) {
+    <div class="swr-modal-backdrop">
+      <div class="swr-modal">
+        <h3>Reject Share Withdrawal Request</h3>
+        <label class="inv-form-field">
+          <span>* Rejection Reason</span>
+          <textarea rows="3" [(ngModel)]="rejectionReason"></textarea>
+        </label>
+        <div class="inv-form-actions">
+          <button
+            type="button"
+            class="pg-btn pg-btn--danger"
+            [disabled]="!rejectionReason.trim()"
+            (click)="confirmRejectReview()"
+          >
+            Confirm Reject
+          </button>
+          <button type="button" class="pg-btn" (click)="showRejectDialog = false">Cancel</button>
+        </div>
+      </div>
+    </div>
+  }
+</div>

src/app/clerk/share-withdrawal-request/share-withdrawal-request.component.scss

@@ -0,0 +1,480 @@
+/**
+ * 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/.
+ */
+
+.swr-modal-backdrop {
+  position: fixed;
+  inset: 0;
+  background: rgb(13 27 42 / 55%);
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  z-index: 1000;
+}
+
+.swr-modal {
+  background: #fff;
+  border-radius: 12px;
+  padding: 20px;
+  width: 420px;
+  max-width: 90vw;
+  max-height: 85vh;
+  overflow-y: auto;
+  box-shadow: 0 12px 32px rgb(15 23 42 / 20%);
+
+  h3 {
+    margin: 0 0 12px;
+    font-size: 16px;
+    color: #0d1b2a;
+  }
+
+  textarea {
+    width: 100%;
+    padding: 8px 10px;
+    border: 1px solid #e2e8f0;
+    border-radius: 8px;
+    font-family: inherit;
+    font-size: 13px;
+    resize: vertical;
+    box-sizing: border-box;
+  }
+
+  &:has(table) {
+    width: 560px;
+  }
+}
+
+.swr-check-pass {
+  color: #1a7f37;
+  font-weight: 600;
+}
+
+.swr-check-fail {
+  color: #b42318;
+  font-weight: 600;
+}
+
+.swr-chip {
+  display: inline-flex;
+  align-items: center;
+  width: fit-content;
+  padding: 4px 10px;
+  border-radius: 999px;
+  font-size: 12px;
+  font-weight: 600;
+
+  &--ok {
+    background: #eafaf0;
+    color: #1a7f37;
+  }
+
+  &--warn {
+    background: #fdecea;
+    color: #b42318;
+  }
+}
+
+/* ---------- Account-will-close notice ---------- */
+.swr-close-notice {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  margin: 4px 16px 16px;
+  padding: 10px 16px;
+  background: #fffbeb;
+  border: 1px solid #fde68a;
+  border-left: 3px solid #d97706;
+  border-radius: 8px;
+  font-size: 13px;
+  color: #92400e;
+
+  mat-icon {
+    color: #d97706;
+    flex-shrink: 0;
+  }
+
+  strong {
+    color: #7c2d12;
+  }
+}
+
+.swr-close-row td {
+  color: #92400e;
+}
+
+.swr-close-tag {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  margin-left: 8px;
+  padding: 2px 8px;
+  border-radius: 999px;
+  background: #fffbeb;
+  color: #d97706;
+  font-size: 11px;
+  font-weight: 700;
+
+  mat-icon {
+    font-size: 14px;
+    width: 14px;
+    height: 14px;
+  }
+}
+
+/* ---------- Verification trigger card ---------- */
+.swrv-trigger {
+  display: flex;
+  align-items: center;
+  gap: 14px;
+  padding: 16px;
+  flex-wrap: wrap;
+
+  &__icon {
+    width: 42px;
+    height: 42px;
+    border-radius: 12px;
+    background: linear-gradient(135deg, #3457d5, #6c8cff);
+    color: #fff;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    flex-shrink: 0;
+    box-shadow: 0 4px 12px rgb(52 87 213 / 30%);
+  }
+
+  &__text {
+    flex: 1;
+    min-width: 200px;
+  }
+
+  &__title {
+    font-size: 13px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__sub {
+    font-size: 12px;
+    color: #64748b;
+    margin-top: 2px;
+    line-height: 1.4;
+  }
+}
+
+/* ---------- Validate pipeline modal ---------- */
+@keyframes swrv-fade {
+  from {
+    opacity: 0;
+  }
+
+  to {
+    opacity: 1;
+  }
+}
+
+@keyframes swrv-zoom {
+  from {
+    opacity: 0;
+    transform: scale(0.95) translateY(8px);
+  }
+
+  to {
+    opacity: 1;
+    transform: scale(1) translateY(0);
+  }
+}
+
+@keyframes swrv-spin {
+  from {
+    transform: rotate(0deg);
+  }
+
+  to {
+    transform: rotate(360deg);
+  }
+}
+
+.swrv-spin {
+  animation: swrv-spin 0.9s linear infinite;
+}
+
+.swrv-modal {
+  position: fixed;
+  inset: 0;
+  // No backdrop-filter: it would make this element a containing block for any position:fixed
+  // descendant (e.g. if this modal is ever nested inside another fixed popup, or gains one of its
+  // own later) — see the identical fix in share-withdrawal-requests.component.scss for the bug this
+  // caused. Extra opacity compensates for the loss of the blur look.
+  background: rgb(15 25 45 / 65%);
+  z-index: 1200;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  padding: 20px;
+  animation: swrv-fade 0.2s ease-out;
+
+  &__card {
+    background: #fff;
+    border-radius: 16px;
+    width: 100%;
+    max-width: 520px;
+    max-height: 90vh;
+    display: flex;
+    flex-direction: column;
+    overflow: hidden;
+    box-shadow: 0 24px 60px rgb(0 0 0 / 25%);
+    animation: swrv-zoom 0.25s ease-out;
+  }
+
+  &__header {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    padding: 18px 22px;
+    border-bottom: 1px solid #eef1f5;
+  }
+
+  &__title {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    font-size: 15px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  &__title-icon {
+    width: 34px;
+    height: 34px;
+    border-radius: 10px;
+    background: linear-gradient(135deg, #3457d5, #6c8cff);
+    color: #fff;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    flex-shrink: 0;
+  }
+
+  &__close {
+    width: 32px;
+    height: 32px;
+    border-radius: 8px;
+    border: 1px solid #e2e8f0;
+    background: #fff;
+    color: #64748b;
+    cursor: pointer;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    transition: all 0.12s;
+
+    &:not(:disabled):hover {
+      color: #b42318;
+      border-color: #b42318;
+      background: #fdecea;
+    }
+
+    &:disabled {
+      opacity: 0.4;
+      cursor: not-allowed;
+    }
+  }
+
+  &__body {
+    padding: 20px 22px;
+    overflow-y: auto;
+    flex: 1;
+  }
+
+  &__intro {
+    font-size: 13px;
+    color: #475569;
+    line-height: 1.55;
+    margin: 0 0 16px;
+
+    strong {
+      color: #0d1b2a;
+      font-weight: 700;
+    }
+  }
+
+  &__warn {
+    display: flex;
+    gap: 10px;
+    padding: 12px 14px;
+    background: #fef3e2;
+    border: 1px solid rgb(217 119 6 / 30%);
+    border-left: 3px solid #d97706;
+    border-radius: 8px;
+    margin-bottom: 16px;
+    font-size: 12px;
+    color: #633806;
+    line-height: 1.5;
+
+    mat-icon {
+      color: #d97706;
+      font-size: 18px;
+      width: 18px;
+      height: 18px;
+      flex-shrink: 0;
+    }
+
+    strong {
+      display: block;
+      font-weight: 700;
+      color: #4d2a05;
+    }
+  }
+
+  &__result {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    margin-top: 6px;
+    padding: 12px 14px;
+    background: #eafaf0;
+    border: 1px solid rgb(26 127 55 / 25%);
+    border-radius: 8px;
+    font-size: 13px;
+    font-weight: 600;
+    color: #1a7f37;
+
+    mat-icon {
+      font-size: 18px;
+      width: 18px;
+      height: 18px;
+    }
+  }
+
+  &__footer {
+    padding: 16px 22px;
+    border-top: 1px solid #eef1f5;
+    display: flex;
+    justify-content: flex-end;
+    gap: 10px;
+    background: #f8fafc;
+  }
+}
+
+.swrv-steps {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: flex;
+  flex-direction: column;
+}
+
+.swrv-step {
+  display: flex;
+  gap: 14px;
+  padding: 10px 0;
+  position: relative;
+
+  &:not(:last-child)::after {
+    content: '';
+    position: absolute;
+    left: 15px;
+    top: 38px;
+    bottom: -4px;
+    width: 2px;
+    background: #e2e8f0;
+  }
+
+  &__indicator {
+    width: 32px;
+    height: 32px;
+    border-radius: 50%;
+    background: #fff;
+    border: 2px solid #e2e8f0;
+    color: #64748b;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    font-size: 12px;
+    font-weight: 700;
+    flex-shrink: 0;
+    position: relative;
+    z-index: 1;
+    transition: all 0.25s;
+
+    mat-icon {
+      font-size: 16px;
+      width: 16px;
+      height: 16px;
+    }
+  }
+
+  &__content {
+    padding-top: 5px;
+    flex: 1;
+    min-width: 0;
+  }
+
+  &__label {
+    font-size: 13px;
+    font-weight: 600;
+    color: #475569;
+  }
+
+  &__msg {
+    font-size: 11px;
+    color: #94a3b8;
+    margin-top: 2px;
+  }
+
+  &--active {
+    .swrv-step__indicator {
+      background: #3457d5;
+      border-color: #3457d5;
+      color: #fff;
+      box-shadow: 0 0 0 4px rgb(52 87 213 / 15%);
+    }
+
+    .swrv-step__label {
+      color: #3457d5;
+    }
+  }
+
+  &--done {
+    .swrv-step__indicator {
+      background: #1a7f37;
+      border-color: #1a7f37;
+      color: #fff;
+    }
+
+    &::after {
+      background: #1a7f37;
+    }
+
+    .swrv-step__label {
+      color: #0d1b2a;
+    }
+  }
+
+  &--failed {
+    .swrv-step__indicator {
+      background: #b42318;
+      border-color: #b42318;
+      color: #fff;
+    }
+
+    .swrv-step__label {
+      color: #b42318;
+    }
+  }
+}
+
+@media (prefers-reduced-motion: reduce) {
+  .swrv-spin {
+    animation: none;
+  }
+
+  .swrv-modal,
+  .swrv-modal__card {
+    animation: none;
+  }
+}

src/app/clerk/share-withdrawal-request/share-withdrawal-request.component.ts

@@ -0,0 +1,416 @@
+/**
+ * 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, EventEmitter, Input, OnInit, Output, inject } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { ActivatedRoute, Router, RouterModule } from '@angular/router';
+import { MatIconModule } from '@angular/material/icon';
+import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
+import { catchError } from 'rxjs/operators';
+import { of } from 'rxjs';
+
+import { SharesService } from '../../shares/shares.service';
+import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service';
+import { CashierService } from '../../cashier/cashier.service';
+import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component';
+
+export type ShareWdMode = 'create' | 'review';
+
+interface ActivityEntry {
+  timestamp: string;
+  action: string;
+  user: string;
+  note?: string;
+}
+
+/**
+ * Share Withdrawal (redeem shares) request — maker screen in the Clerk Dashboard. A clerk finds
+ * the member's Share Account, enters how many shares to withdraw plus the governing Board
+ * Resolution Number / Date of Meeting, and submits for Bank Manager approval. This is the ONLY
+ * entry point a share withdrawal should go through — approval server-side executes the real
+ * "redeemshares" command (see ClerkShareWithdrawalRequestApiResource on the backend).
+ */
+@Component({
+  selector: 'mifosx-share-withdrawal-request',
+  templateUrl: './share-withdrawal-request.component.html',
+  styleUrls: [
+    '../../cashier/cashier-shared.scss',
+    '../clerk-shared.scss',
+    './share-withdrawal-request.component.scss'
+  ],
+  standalone: true,
+  imports: [
+    CommonModule,
+    FormsModule,
+    RouterModule,
+    MatIconModule,
+    MatSnackBarModule,
+    SearchSelectComponent
+  ]
+})
+export class ShareWithdrawalRequestComponent implements OnInit {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private sharesService = inject(SharesService);
+  private wdService = inject(ClerkShareWithdrawalService);
+  private cashierService = inject(CashierService);
+  private snackBar = inject(MatSnackBar);
+
+  /** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode
+   *  and requestId come from these inputs rather than the route, and success/close actions emit
+   *  events instead of navigating away. */
+  @Input() embedded = false;
+  @Input() overrideMode: ShareWdMode | null = null;
+  @Input() overrideRequestId: number | null = null;
+  @Output() closeRequested = new EventEmitter<void>();
+  @Output() actionCompleted = new EventEmitter<void>();
+
+  mode: ShareWdMode = 'create';
+  requestId: number | null = null;
+
+  submitting = false;
+  loadingAccount = false;
+
+  selectedAccountId = '';
+  accountOptions: SearchSelectOption[] = [];
+
+  account: any = null;
+
+  requestedShares: number | null = null;
+  requestedDate = '';
+  resolutionNumber = '';
+  meetingDate = '';
+  description = '';
+
+  paymentTypes: any[] = [];
+  settlementPaymentTypeId: number | null = null;
+
+  activityLog: ActivityEntry[] = [];
+  reviewRequest: any = null;
+  showRejectDialog = false;
+  rejectionReason = '';
+  showConfirmDialog = false;
+
+  showValidateModal = false;
+  validating = false;
+  validateAllPassed = false;
+  backendChecks: { label: string; pass: boolean; detail: string }[] | null = null;
+  validateSteps: { label: string; detail: string; pass: boolean; status: 'pending' | 'active' | 'done' | 'failed' }[] =
+    [];
+
+  get remainingShares(): number {
+    const held = Number(this.account?.summary?.totalApprovedShares ?? this.account?.totalApprovedShares ?? 0);
+    return held - (this.requestedShares || 0);
+  }
+
+  get unitPrice(): number {
+    return Number(this.account?.currentMarketPrice ?? 0);
+  }
+
+  get withdrawalValue(): number {
+    return (this.requestedShares || 0) * this.unitPrice;
+  }
+
+  get paymentTypeOptions(): any[] {
+    return this.paymentTypes.filter((pt: any) => !pt.isCashPayment);
+  }
+
+  get selectedSettlementPaymentType(): any {
+    return this.paymentTypes.find((pt: any) => pt.id === this.settlementPaymentTypeId);
+  }
+
+  get settlementPaymentTypeName(): string {
+    if (this.isReview) {
+      return this.reviewRequest?.settlement_payment_type_name || '—';
+    }
+    return this.selectedSettlementPaymentType?.name || '—';
+  }
+
+  get isFormValid(): boolean {
+    if (!this.account) return false;
+    if (!this.requestedShares || this.requestedShares <= 0) return false;
+    const held = Number(this.account?.summary?.totalApprovedShares ?? this.account?.totalApprovedShares ?? 0);
+    if (this.requestedShares > held) return false;
+    if (!this.requestedDate) return false;
+    if (!this.resolutionNumber.trim()) return false;
+    if (!this.meetingDate) return false;
+    if (!this.settlementPaymentTypeId) return false;
+    return true;
+  }
+
+  /** Shown to the clerk before submit and to the manager before approval, so both can verify the same checks. */
+  get verificationChecks(): { label: string; pass: boolean; detail: string }[] {
+    const held = Number(this.account?.summary?.totalApprovedShares ?? this.account?.totalApprovedShares ?? 0);
+    const shares = this.requestedShares || 0;
+    return [
+      {
+        label: 'Board Resolution Number provided',
+        pass: !!this.resolutionNumber?.trim(),
+        detail: this.resolutionNumber?.trim() || 'Missing'
+      },
+      { label: 'Date of Meeting provided', pass: !!this.meetingDate, detail: this.meetingDate || 'Missing' },
+      {
+        label: 'Shares requested within shares held',
+        pass: shares > 0 && shares <= held,
+        detail: `${shares} of ${held} shares held`
+      },
+      {
+        label: 'Linked savings account confirmed',
+        pass: !!this.account?.savingsAccountNumber,
+        detail: this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
+      },
+      {
+        label: 'Settlement Payment Type selected (non-cash)',
+        pass: this.settlementPaymentTypeName !== '—',
+        detail: this.settlementPaymentTypeName
+      }
+    ];
+  }
+
+  get isReview(): boolean {
+    return this.mode === 'review';
+  }
+
+  get pageTitle(): string {
+    return this.isReview ? 'Review Share Withdrawal Request' : 'New Share Withdrawal Request';
+  }
+
+  get pageSubtitle(): string {
+    return this.isReview
+      ? "Approve or reject the clerk's share withdrawal request."
+      : 'Submit a share withdrawal (redeem shares) request for Bank Manager approval.';
+  }
+
+  ngOnInit(): void {
+    this.mode = this.overrideMode ?? (this.route.snapshot.data?.['mode'] as ShareWdMode) ?? 'create';
+    const idParam = this.overrideRequestId ?? this.route.snapshot.params?.['id'];
+    this.requestId = idParam ? Number(idParam) : null;
+
+    const today = new Date();
+    this.requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
+    this.meetingDate = this.requestedDate;
+
+    this.sharesService
+      .getShareAccountSummaries()
+      .pipe(catchError(() => of([])))
+      .subscribe((rows: any[]) => {
+        this.accountOptions = (rows || [])
+          .filter((r) => (r.status?.value || '').toLowerCase() === 'active')
+          .map((r) => ({
+            value: String(r.id),
+            label: `${r.accountNo} — ${r.clientName} (${r.totalApprovedShares} shares)`,
+            searchText: `${r.accountNo} ${r.clientName}`
+          }));
+      });
+
+    this.cashierService
+      .getPaymentTypes()
+      .pipe(catchError(() => of([])))
+      .subscribe((types: any[]) => (this.paymentTypes = types ?? []));
+
+    if (this.requestId && this.mode === 'review') {
+      this.loadReviewRequest(this.requestId);
+    }
+  }
+
+  onAccountSelected(accountId: string): void {
+    this.selectedAccountId = accountId;
+    if (!accountId) {
+      this.account = null;
+      return;
+    }
+    this.loadingAccount = true;
+    this.sharesService
+      .getSharesAccountData(accountId, false)
+      .pipe(catchError(() => of(null)))
+      .subscribe((acc: any) => {
+        this.account = acc;
+        this.loadingAccount = false;
+      });
+  }
+
+  private loadReviewRequest(id: number): void {
+    this.wdService.getById(id).subscribe({
+      next: (req: any) => {
+        this.reviewRequest = req;
+        this.requestedShares = Number(req.requested_shares);
+        this.requestedDate = req.requested_date
+          ? String(req.requested_date).split('T')[0].split(' ')[0]
+          : this.requestedDate;
+        this.resolutionNumber = req.resolution_number ?? '';
+        this.meetingDate = req.meeting_date ? String(req.meeting_date).split('T')[0].split(' ')[0] : this.meetingDate;
+        this.description = req.description ?? '';
+
+        if (req.activity_log) {
+          try {
+            this.activityLog = JSON.parse(req.activity_log);
+          } catch {
+            this.activityLog = [];
+          }
+        }
+
+        this.sharesService
+          .getSharesAccountData(String(req.share_account_id), false)
+          .pipe(catchError(() => of(null)))
+          .subscribe((acc: any) => (this.account = acc));
+      },
+      error: () => this.snackBar.open('Failed to load share withdrawal request.', 'Close', { duration: 5000 })
+    });
+  }
+
+  /** "Review before Save" per requirement — opens the confirm dialog instead of submitting directly. */
+  openConfirmDialog(): void {
+    if (!this.isFormValid || this.submitting) {
+      return;
+    }
+    this.showConfirmDialog = true;
+  }
+
+  cancelConfirmDialog(): void {
+    this.showConfirmDialog = false;
+  }
+
+  confirmSubmit(): void {
+    this.showConfirmDialog = false;
+    this.submitting = true;
+    const payload = {
+      shareAccountId: Number(this.selectedAccountId),
+      accountNo: this.account?.accountNo,
+      clientId: this.account?.clientId,
+      clientName: this.account?.clientName,
+      requestedShares: this.requestedShares,
+      requestedDate: this.requestedDate,
+      resolutionNumber: this.resolutionNumber.trim(),
+      meetingDate: this.meetingDate,
+      description: this.description,
+      settlementPaymentTypeId: this.settlementPaymentTypeId
+    };
+    this.wdService.submit(payload).subscribe({
+      next: () => {
+        this.snackBar.open('Share withdrawal request submitted for approval.', 'Close', { duration: 4000 });
+        if (this.embedded) {
+          this.actionCompleted.emit();
+        } else {
+          this.router.navigate(['/clerk/dashboard']);
+        }
+      },
+      error: (err) => {
+        this.submitting = false;
+        this.snackBar.open(err?.error?.defaultUserMessage || 'Could not submit the request.', 'Close', {
+          duration: 6000
+        });
+      }
+    });
+  }
+
+  openValidateModal(): void {
+    if (!this.reviewRequest) return;
+    this.showValidateModal = true;
+    this.runBackendValidation();
+  }
+
+  closeValidateModal(): void {
+    if (this.validating) return;
+    this.showValidateModal = false;
+  }
+
+  /** Re-checks live backend state (account still active, GL mapping still configured, etc.) rather
+   *  than relying on data already loaded in the browser — catches drift since submission. Results
+   *  are revealed one step at a time (see revealValidateSteps()) for the pipeline-style animation. */
+  runBackendValidation(): void {
+    if (!this.reviewRequest || this.validating) return;
+    this.validating = true;
+    this.backendChecks = null;
+    this.validateSteps = [];
+    this.wdService.validate(this.reviewRequest.id).subscribe({
+      next: (res: any) => {
+        const checks = (res?.checks ?? []) as { label: string; pass: boolean; detail: string }[];
+        this.backendChecks = checks;
+        this.validateAllPassed = !!res?.allPassed;
+        this.validateSteps = checks.map((c) => ({ ...c, status: 'pending' as const }));
+        this.revealValidateSteps(0);
+      },
+      error: (err) => {
+        this.validating = false;
+        this.snackBar.open(err?.error?.defaultUserMessage || 'Could not run backend validation.', 'Close', {
+          duration: 6000
+        });
+      }
+    });
+  }
+
+  private revealValidateSteps(index: number): void {
+    if (index >= this.validateSteps.length) {
+      this.validating = false;
+      return;
+    }
+    this.validateSteps[index].status = 'active';
+    setTimeout(() => {
+      this.validateSteps[index].status = this.validateSteps[index].pass ? 'done' : 'failed';
+      this.revealValidateSteps(index + 1);
+    }, 320);
+  }
+
+  approveReview(): void {
+    if (!this.reviewRequest) return;
+    this.wdService.approve(this.reviewRequest.id).subscribe({
+      next: (res: any) => {
+        let message =
+          res?.settlementAmount != null
+            ? `Share withdrawal approved. ₹${Number(res.settlementAmount).toLocaleString('en-IN', { minimumFractionDigits: 2 })} credited to the linked savings account.`
+            : (res?.settlementWarning ?? 'Share withdrawal approved and processed.');
+        if (res?.accountClosed) {
+          message += ' All shares withdrawn — the share account has been closed.';
+        }
+        this.snackBar.open(message, 'Close', { duration: 8000 });
+        if (this.embedded) {
+          this.actionCompleted.emit();
+        } else {
+          this.router.navigate(['/checker-inbox-and-tasks/share-withdrawal-requests']);
+        }
+      },
+      error: (err) =>
+        this.snackBar.open(err?.error?.defaultUserMessage || 'Could not approve the request.', 'Close', {
+          duration: 6000
+        })
+    });
+  }
+
+  openRejectDialog(): void {
+    this.showRejectDialog = true;
+    this.rejectionReason = '';
+  }
+
+  confirmRejectReview(): void {
+    if (!this.reviewRequest || !this.rejectionReason.trim()) return;
+    this.wdService.reject(this.reviewRequest.id, this.rejectionReason.trim()).subscribe({
+      next: () => {
+        this.showRejectDialog = false;
+        this.snackBar.open('Share withdrawal request rejected.', 'Close', { duration: 4000 });
+        if (this.embedded) {
+          this.actionCompleted.emit();
+        } else {
+          this.router.navigate(['/checker-inbox-and-tasks/share-withdrawal-requests']);
+        }
+      },
+      error: (err) =>
+        this.snackBar.open(err?.error?.defaultUserMessage || 'Could not reject the request.', 'Close', {
+          duration: 6000
+        })
+    });
+  }
+
+  goBack(): void {
+    if (this.embedded) {
+      this.closeRequested.emit();
+      return;
+    }
+    this.router.navigate(this.isReview ? ['/checker-inbox-and-tasks/share-withdrawal-requests'] : ['/clerk/dashboard']);
+  }
+}

src/app/clients/client-stepper/client-family-members-step/client-family-member-child-dialog/client-family-member-child-dialog.component.html

@@ -0,0 +1,110 @@
+<!--
+  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="fm-dialog">
+  <div class="fm-dialog__header" style="display: flex; align-items: center; gap: 8px">
+    <mat-icon class="fm-dialog__icon">people</mat-icon>
+    <span style="font-weight: 500; font-size: 18px">CHILDREN</span>
+  </div>
+
+  <mat-dialog-content>
+    <form [formGroup]="childrenForm">
+      <div formArrayName="children" style="margin-top: 12px; background: #fff; padding: 12px">
+        @for (child of children.controls; track $index) {
+          <div
+            [formGroupName]="$index"
+            style="
+              position: relative;
+              padding: 24px 16px 16px;
+              margin-top: 16px;
+              margin-bottom: 24px;
+              border: 1px solid #e0e0e0;
+              border-radius: 8px;
+              background: #fff;
+            "
+          >
+            <div class="fm-grid">
+              <mat-form-field appearance="outline">
+                <mat-label>Child Full Name*</mat-label>
+                <input matInput formControlName="fullName" required placeholder="Child Full Name*" />
+              </mat-form-field>
+              <mat-form-field appearance="outline">
+                <mat-label>Gender*</mat-label>
+                <mat-select formControlName="genderId" required>
+                  @for (g of genderIdOptions; track g.id) {
+                    <mat-option [value]="g.id">{{ g.name }}</mat-option>
+                  }
+                </mat-select>
+              </mat-form-field>
+              <mat-form-field appearance="outline" (click)="childDobPicker.open()">
+                <mat-label>Date of Birth</mat-label>
+                <input matInput [max]="maxDate" [matDatepicker]="childDobPicker" formControlName="dateOfBirth" />
+                <mat-datepicker-toggle matSuffix [for]="childDobPicker"></mat-datepicker-toggle>
+                <mat-datepicker #childDobPicker></mat-datepicker>
+              </mat-form-field>
+              <mat-form-field appearance="outline">
+                <mat-label>Nationality</mat-label>
+                <mat-select formControlName="nationality">
+                  <mat-option value="INDIAN">Indian</mat-option>
+                  <mat-option value="NRI">NRI</mat-option>
+                  <mat-option value="FOREIGN_NATIONAL">Foreign National</mat-option>
+                  <mat-option value="OTHER">Other</mat-option>
+                </mat-select>
+              </mat-form-field>
+              <mat-form-field appearance="outline">
+                <mat-label>Aadhaar Number (Optional)</mat-label>
+                <input
+                  matInput
+                  formControlName="aadhaarNumber"
+                  maxlength="12"
+                  placeholder="12-digit Aadhaar"
+                  (keypress)="$event.charCode >= 48 && $event.charCode <= 57 ? true : $event.preventDefault()"
+                />
+              </mat-form-field>
+              <mat-form-field appearance="outline">
+                <mat-label>PAN Number (Optional)</mat-label>
+                <input
+                  matInput
+                  formControlName="panNumber"
+                  maxlength="10"
+                  placeholder="ABCDE1234F"
+                  style="text-transform: uppercase"
+                  (input)="
+                    $any(children.at($index))
+                      .get('panNumber')
+                      ?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })
+                  "
+                />
+                @if (
+                  $any(children.at($index)).get('panNumber')?.hasError('pattern') &&
+                  $any(children.at($index)).get('panNumber')?.touched
+                ) {
+                  <mat-error>Invalid PAN format</mat-error>
+                }
+              </mat-form-field>
+            </div>
+          </div>
+          @if ($index < children.controls.length - 1) {
+            <div style="border-bottom: 1px dashed #ccc; margin-bottom: 16px"></div>
+          }
+        }
+        <div style="border-bottom: 1px dashed #ccc; margin-bottom: 16px"></div>
+        <button mat-stroked-button type="button" color="primary" (click)="addChild()">
+          <mat-icon>add</mat-icon> Add Another Child
+        </button>
+      </div>
+    </form>
+  </mat-dialog-content>
+
+  <mat-dialog-actions align="end">
+    <button mat-stroked-button mat-dialog-close type="button">Cancel</button>
+    <button mat-flat-button color="primary" type="button" [disabled]="childrenForm.invalid" (click)="submit()">
+      Add Member
+    </button>
+  </mat-dialog-actions>
+</div>

src/app/clients/client-stepper/client-family-members-step/client-family-member-child-dialog/client-family-member-child-dialog.component.ts

@@ -0,0 +1,124 @@
+/**
+ * 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 { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, Validators } from '@angular/forms';
+
+import { MatIcon } from '@angular/material/icon';
+import { MatButtonModule } from '@angular/material/button';
+import { MatInputModule } from '@angular/material/input';
+import { MatSelectModule } from '@angular/material/select';
+import { MatDatepickerModule } from '@angular/material/datepicker';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatTooltipModule } from '@angular/material/tooltip';
+import { ReactiveFormsModule } from '@angular/forms';
+import { CommonModule } from '@angular/common';
+
+@Component({
+  selector: 'mifosx-client-family-member-child-dialog',
+  templateUrl: './client-family-member-child-dialog.component.html',
+  styleUrls: ['../client-family-member-dialog/client-family-member-dialog.component.scss'],
+  standalone: true,
+  imports: [
+    CommonModule,
+    ReactiveFormsModule,
+    MatDialogModule,
+    MatIcon,
+    MatButtonModule,
+    MatInputModule,
+    MatSelectModule,
+    MatDatepickerModule,
+    MatTooltipModule
+  ]
+})
+export class ClientFamilyMemberChildDialogComponent implements OnInit {
+  dialogRef = inject(MatDialogRef<ClientFamilyMemberChildDialogComponent>);
+  data = inject(MAT_DIALOG_DATA);
+  private formBuilder = inject(UntypedFormBuilder);
+
+  childrenForm: UntypedFormGroup;
+  genderIdOptions: any[];
+  maxDate: Date = new Date();
+
+  constructor() {
+    this.genderIdOptions = this.data.genderIdOptions;
+
+    this.childrenForm = this.formBuilder.group({
+      children: this.formBuilder.array([])
+    });
+  }
+
+  ngOnInit() {
+    if (this.data.children && this.data.children.length > 0) {
+      this.data.children.forEach((child: any) => {
+        this.children.push(
+          this.formBuilder.group({
+            id: [child.id],
+            fullName: [
+              child.fullName,
+              Validators.required
+            ],
+            genderId: [
+              child.genderId,
+              Validators.required
+            ],
+            dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
+            nationality: [child.nationality || 'INDIAN'],
+            aadhaarNumber: [child.aadhaarNumber || ''],
+            panNumber: [
+              child.panNumber || '',
+              Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+            ]
+          })
+        );
+      });
+    } else {
+      this.addChild();
+    }
+  }
+
+  get children(): UntypedFormArray {
+    return this.childrenForm.get('children') as UntypedFormArray;
+  }
+
+  createChildFormGroup(): UntypedFormGroup {
+    return this.formBuilder.group({
+      id: [''],
+      fullName: [
+        '',
+        Validators.required
+      ],
+      genderId: [
+        '',
+        Validators.required
+      ],
+      dateOfBirth: [''],
+      nationality: ['INDIAN'],
+      aadhaarNumber: [''],
+      panNumber: [
+        '',
+        Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+      ]
+    });
+  }
+
+  addChild(): void {
+    this.children.push(this.createChildFormGroup());
+  }
+
+  removeChild(index: number): void {
+    this.children.removeAt(index);
+  }
+
+  submit(): void {
+    if (this.childrenForm.valid) {
+      this.dialogRef.close(this.children.value);
+    }
+  }
+}

src/app/clients/client-stepper/client-family-members-step/client-family-member-dialog/client-family-member-dialog.component.html

@@ -139,6 +139,21 @@
             <span class="fm-readonly-value">{{ familyMemberForm.get('remarks')?.value }}</span>
           </div>
         }
+        @if (isSpouse && familyMemberForm.get('children')?.value?.length > 0) {
+          <div class="fm-readonly-remarks">
+            <span class="fm-readonly-label">Children</span>
+            <div class="fm-children-list">
+              @for (child of familyMemberForm.get('children')?.value; track $index) {
+                <div class="fm-child-item" style="font-size: 13px; color: #555; margin-top: 4px">
+                  <span>{{ child.fullName }}</span>
+                  @if (child.dateOfBirth) {
+                    <span> · DOB: {{ child.dateOfBirth | date: 'dd MMM yyyy' }}</span>
+                  }
+                </div>
+              }
+            </div>
+          </div>
+        }
       }
 
       <!-- ═══ ADD / EDIT MODE ═══ -->
@@ -447,6 +462,25 @@
           <mat-label>Remarks</mat-label>
           <textarea matInput formControlName="remarks" rows="2"></textarea>
         </mat-form-field>
+
+        <!-- Children Section -->
+        @if (isSpouse) {
+          <div class="fm-section-label" style="margin-top: 16px">Children</div>
+          <div class="fm-checkbox-row" style="display: flex; align-items: center; justify-content: space-between">
+            <mat-checkbox formControlName="hasChildren">Does this family member have a child/children?</mat-checkbox>
+            @if (familyMemberForm.get('hasChildren')?.value) {
+              <button
+                mat-stroked-button
+                type="button"
+                color="primary"
+                (click)="openChildrenDialog()"
+                style="margin-left: 16px"
+              >
+                <mat-icon>edit</mat-icon> Edit Children Details ({{ children.length }})
+              </button>
+            }
+          </div>
+        }
       }
     </form>
   </mat-dialog-content>

src/app/clients/client-stepper/client-family-members-step/client-family-member-dialog/client-family-member-dialog.component.ts

@@ -17,7 +17,7 @@ import {
   MatDialogClose,
   MatDialogContent
 } from '@angular/material/dialog';
-import { UntypedFormGroup, UntypedFormBuilder, Validators } from '@angular/forms';
+import { UntypedFormGroup, UntypedFormBuilder, UntypedFormArray, Validators } from '@angular/forms';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
 import { ClientsService } from 'app/clients/clients.service';
@@ -58,6 +58,8 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
   private dialog = inject(MatDialog);
 
   maxDate = new Date();
+
+  hasChildrenChecked = false;
   familyMemberForm: UntypedFormGroup;
 
   /** Client search */
@@ -197,6 +199,32 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
         // Re-fetch linked client details (profile, signature, KYC status)
         this.fetchLinkedClientData(m.linkedClientId.toString());
       }
+      if (m.children && m.children.length > 0) {
+        this.hasChildrenChecked = true;
+        this.familyMemberForm.patchValue({ hasChildren: true });
+        m.children.forEach((child: any) => {
+          this.children.push(
+            this.formBuilder.group({
+              id: [child.id],
+              fullName: [
+                child.fullName,
+                Validators.required
+              ],
+              genderId: [
+                child.genderId,
+                Validators.required
+              ],
+              dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
+              nationality: [child.nationality || 'INDIAN'],
+              aadhaarNumber: [child.aadhaarNumber || ''],
+              panNumber: [
+                child.panNumber || '',
+                Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+              ]
+            })
+          );
+        });
+      }
       if (this.isViewMode) {
         this.familyMemberForm.disable();
       }
@@ -225,8 +253,102 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
       isAlive: [true],
       marriageDate: [''],
       marriageAuthority: [''],
-      linkedClientId: ['']
+      linkedClientId: [''],
+      hasChildren: [false],
+      children: this.formBuilder.array([])
     });
+
+    this.familyMemberForm.get('hasChildren')?.valueChanges.subscribe((value) => {
+      if (value && !this.hasChildrenChecked) {
+        this.openChildrenDialog();
+      } else if (!value) {
+        this.hasChildrenChecked = false;
+        this.children.clear();
+      }
+    });
+  }
+
+  get children(): UntypedFormArray {
+    return this.familyMemberForm.get('children') as UntypedFormArray;
+  }
+
+  async openChildrenDialog() {
+    // Dynamically import the dialog to avoid a circular dependency between the two dialogs.
+    const { ClientFamilyMemberChildDialogComponent } =
+      await import('../client-family-member-child-dialog/client-family-member-child-dialog.component');
+
+    const dialogRef = this.dialog.open(ClientFamilyMemberChildDialogComponent, {
+      data: {
+        children: this.children.value,
+        genderIdOptions: this.data.options.genderIdOptions
+      },
+      width: '500px'
+    });
+
+    dialogRef.afterClosed().subscribe((result: any[]) => {
+      if (result) {
+        this.children.clear();
+        result.forEach((child) => {
+          this.children.push(
+            this.formBuilder.group({
+              id: [child.id],
+              fullName: [
+                child.fullName,
+                Validators.required
+              ],
+              genderId: [
+                child.genderId,
+                Validators.required
+              ],
+              dateOfBirth: [child.dateOfBirth],
+              nationality: [child.nationality || 'INDIAN'],
+              aadhaarNumber: [child.aadhaarNumber || ''],
+              panNumber: [
+                child.panNumber || '',
+                Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+              ]
+            })
+          );
+        });
+        this.hasChildrenChecked = true;
+        this.familyMemberForm.patchValue({ hasChildren: true }, { emitEvent: false });
+      } else if (this.children.length === 0) {
+        this.hasChildrenChecked = false;
+        this.familyMemberForm.patchValue({ hasChildren: false }, { emitEvent: false });
+      }
+    });
+  }
+
+  createChildFormGroup(): UntypedFormGroup {
+    return this.formBuilder.group({
+      id: [''],
+      fullName: [
+        '',
+        Validators.required
+      ],
+      genderId: [
+        '',
+        Validators.required
+      ],
+      dateOfBirth: [''],
+      nationality: ['INDIAN'],
+      aadhaarNumber: [''],
+      panNumber: [
+        '',
+        Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
+      ]
+    });
+  }
+
+  addChild(): void {
+    this.children.push(this.createChildFormGroup());
+  }
+
+  removeChild(index: number): void {
+    this.children.removeAt(index);
+    if (this.children.length === 0) {
+      this.familyMemberForm.patchValue({ hasChildren: false });
+    }
   }
 
   /** Handle marriage certificate file selection */
@@ -481,6 +603,25 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
       member._linkedClient = this.selectedClient;
     }
 
+    // Format children dates
+    if (this.isSpouse && member.children && member.children.length > 0) {
+      member.children = member.children.map((child: any) => {
+        const c = { ...child };
+        if (c.dateOfBirth instanceof Date) {
+          c.dateOfBirth = this.dateUtils.formatDate(c.dateOfBirth, dateFormat);
+        } else if (!c.dateOfBirth) {
+          delete c.dateOfBirth;
+        }
+        if (c.panNumber) {
+          c.panNumber = c.panNumber.toUpperCase();
+        }
+        return c;
+      });
+    } else {
+      delete member.children;
+    }
+    delete member.hasChildren;
+
     // Attach marriage certificate file if present
     if (this.marriageCertFile) {
       member._marriageCertFile = this.marriageCertFile;

src/app/clients/client-stepper/client-family-members-step/client-family-members-step.component.html

@@ -62,6 +62,22 @@
     </div>
   }
 
+  <!-- Mother requirement — shown independently of the Father/Caretaker check below -->
+  @if (!nomineeOnly && clientFamilyMembers.length > 0 && !hasMother) {
+    <div class="fm-step__empty fm-step__empty--required">
+      <mat-icon class="fm-step__empty-icon">error_outline</mat-icon>
+      <span class="fm-step__empty-required">Mother is required.</span>
+    </div>
+  }
+
+  <!-- Father-or-Caretaker requirement — shown independently of the Mother check above -->
+  @if (!nomineeOnly && clientFamilyMembers.length > 0 && !hasFather && !hasCaretaker) {
+    <div class="fm-step__empty fm-step__empty--required">
+      <mat-icon class="fm-step__empty-icon">error_outline</mat-icon>
+      <span class="fm-step__empty-required">Either Father or a Caretaker is required.</span>
+    </div>
+  }
+
   <!-- Spouse hint for married clients -->
   @if (!nomineeOnly && isMarried && !hasSpouse) {
     <div class="fm-spouse-hint">

src/app/clients/client-stepper/client-family-members-step/client-family-members-step.component.ts

@@ -12,6 +12,7 @@ import { TranslateService } from '@ngx-translate/core';
 import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
 import { ClientFamilyMemberDialogComponent } from './client-family-member-dialog/client-family-member-dialog.component';
 import { ImageZoomDialogComponent } from './client-family-member-dialog/client-family-member-dialog.component';
+import { FamilyMemberAddedDialogComponent } from './family-member-added-dialog.component';
 import { ClientsService } from '../../clients.service';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { MatIcon } from '@angular/material/icon';
@@ -152,6 +153,22 @@ export class ClientFamilyMembersStepComponent implements OnInit {
     ref.afterClosed().subscribe((response: any) => {
       if (response?.member) {
         this.clientFamilyMembers.push(response.member);
+        this.showFamilyMemberAddedConfirmation(response.member);
+      }
+    });
+  }
+
+  /** Confirms what was just recorded — in particular the linked client's own CBS Client ID,
+   * since the "Add Member" dialog closes silently otherwise and gives no acknowledgement. */
+  private showFamilyMemberAddedConfirmation(member: any): void {
+    this.dialog.open(FamilyMemberAddedDialogComponent, {
+      width: '360px',
+      data: {
+        clientId: member._linkedClient?.id ?? member.linkedClientId ?? null,
+        name: member._linkedClient?.displayName || member.firstName,
+        relationship: this.getRelName(member.relationshipId),
+        dateOfBirth: member.dateOfBirth,
+        isDependent: member.isDependent
       }
     });
   }
@@ -223,6 +240,33 @@ export class ClientFamilyMembersStepComponent implements OnInit {
     return this.clientFamilyMembers.length > 0;
   }
 
+  /** True if a family member with the given relationship (case-insensitive) has been added */
+  private hasRelationship(name: string): boolean {
+    const target = name.toLowerCase();
+    return this.clientFamilyMembers.some((m: any) => {
+      const resolved = this.getRelName(m.relationshipId ?? m.relationship).toLowerCase();
+      if (resolved === target) return true;
+      return typeof m.relationship === 'string' && m.relationship.toLowerCase() === target;
+    });
+  }
+
+  get hasMother(): boolean {
+    return this.hasRelationship('mother');
+  }
+
+  get hasFather(): boolean {
+    return this.hasRelationship('father');
+  }
+
+  get hasCaretaker(): boolean {
+    return this.hasRelationship('caretaker');
+  }
+
+  /** Mother is always required; Father is required unless a Caretaker has been added instead. */
+  get familyRelationshipRulesMet(): boolean {
+    return this.hasMother && (this.hasFather || this.hasCaretaker);
+  }
+
   /** Check if client's marital status is "Married" */
   get isMarried(): boolean {
     if (!this.maritalStatusId || !this.maritalStatusOptions?.length) return false;

src/app/clients/client-stepper/client-family-members-step/family-member-added-dialog.component.ts

@@ -0,0 +1,145 @@
+/**
+ * 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 { MatDialogRef, MAT_DIALOG_DATA, MatDialogTitle, MatDialogActions } from '@angular/material/dialog';
+import { MatIcon } from '@angular/material/icon';
+import { MatButton } from '@angular/material/button';
+
+/**
+ * Confirmation popup shown right after a family member is added — surfaces the linked
+ * client's own CBS Client ID (when the member was linked to an existing client rather than
+ * entered manually) alongside name/relationship, since the "Add Member" dialog itself just
+ * closed silently before this with no acknowledgement of what got recorded.
+ */
+@Component({
+  selector: 'mifosx-family-member-added-dialog',
+  imports: [
+    MatDialogTitle,
+    MatDialogActions,
+    MatIcon,
+    MatButton
+  ],
+  template: `
+    <h2 mat-dialog-title class="fma-title">
+      <mat-icon class="fma-title__icon">check_circle</mat-icon>
+      Family Member Added
+    </h2>
+    <div class="fma-body">
+      @if (data.clientId) {
+        <div class="fma-row fma-row--id">
+          <span class="fma-row__label">Client ID</span>
+          <span class="fma-row__value fma-row__value--id">{{ data.clientId }}</span>
+        </div>
+      }
+      <div class="fma-row">
+        <span class="fma-row__label">Name</span>
+        <span class="fma-row__value">{{ data.name }}</span>
+      </div>
+      @if (data.relationship) {
+        <div class="fma-row">
+          <span class="fma-row__label">Relationship</span>
+          <span class="fma-row__value">{{ data.relationship }}</span>
+        </div>
+      }
+      @if (data.dateOfBirth) {
+        <div class="fma-row">
+          <span class="fma-row__label">Date of Birth</span>
+          <span class="fma-row__value">{{ data.dateOfBirth }}</span>
+        </div>
+      }
+      @if (data.isDependent) {
+        <div class="fma-row">
+          <span class="fma-row__label">Dependent</span>
+          <span class="fma-row__value">Yes</span>
+        </div>
+      }
+    </div>
+    <mat-dialog-actions align="end">
+      <button mat-flat-button color="primary" (click)="dialogRef.close()">Done</button>
+    </mat-dialog-actions>
+  `,
+  styles: [
+    `
+      .fma-title {
+        display: flex;
+        align-items: center;
+        gap: 8px;
+        font-size: 17px;
+        font-weight: 700;
+        color: #0f172a;
+        margin: 0;
+        padding: 20px 24px 4px;
+      }
+
+      .fma-title__icon {
+        color: #059669;
+      }
+
+      .fma-body {
+        display: flex;
+        flex-direction: column;
+        gap: 2px;
+        padding: 12px 24px 8px;
+        min-width: 280px;
+      }
+
+      .fma-row {
+        display: flex;
+        justify-content: space-between;
+        align-items: center;
+        gap: 16px;
+        padding: 8px 0;
+        border-bottom: 1px solid #f1f5f9;
+
+        &:last-child {
+          border-bottom: none;
+        }
+      }
+
+      .fma-row__label {
+        font-size: 12px;
+        color: #64748b;
+        font-weight: 500;
+      }
+
+      .fma-row__value {
+        font-size: 13px;
+        color: #0f172a;
+        font-weight: 600;
+        text-align: right;
+      }
+
+      .fma-row--id {
+        background: #eff6ff;
+        margin: 0 -24px;
+        padding: 10px 24px;
+      }
+
+      .fma-row__value--id {
+        font-family: 'Roboto Mono', monospace;
+        color: #1353a0;
+        font-size: 14px;
+      }
+
+      mat-dialog-actions {
+        padding: 8px 24px 16px;
+      }
+    `
+  ]
+})
+export class FamilyMemberAddedDialogComponent {
+  dialogRef = inject<MatDialogRef<FamilyMemberAddedDialogComponent>>(MatDialogRef);
+  data: {
+    clientId?: string | number | null;
+    name: string;
+    relationship?: string;
+    dateOfBirth?: string;
+    isDependent?: boolean;
+  } = inject(MAT_DIALOG_DATA);
+}

src/app/clients/client-stepper/client-general-step/client-general-step.component.html

@@ -136,7 +136,14 @@
                 | translate
             }}
           </mat-label>
-          <input matInput required formControlName="fullname" />
+          <input
+            matInput
+            required
+            formControlName="fullname"
+            autocomplete="off"
+            (blur)="capitalizeControl('fullname')"
+            style="text-transform: capitalize"
+          />
           @if (createClientForm.controls.fullname.hasError('required')) {
             <mat-error>Client name is <strong>required</strong></mat-error>
           } @else if (createClientForm.controls.fullname.hasError('pattern')) {
@@ -151,10 +158,12 @@
           <div class="full-name-row full-width">
             <div class="full-name-preview">
               <span class="full-name-label">Entity Name:</span>
-              <span class="full-name-value">{{ createClientForm.get('fullname')?.value }}</span>
+              <span class="full-name-value" style="text-transform: capitalize">{{
+                createClientForm.get('fullname')?.value
+              }}</span>
             </div>
             <div class="verify-inline">
-              @if (!sanctionsVerified && !sanctionsBlocked) {
+              @if (!sanctionsVerified && (!sanctionsBlocked || sanctionsNeedsRescreen)) {
                 <button
                   mat-stroked-button
                   color="primary"
@@ -164,27 +173,27 @@
                   (click)="verifySanctions()"
                 >
                   <fa-icon icon="shield-alt" class="verify-name-icon"></fa-icon>
-                  Verify Entity
+                  {{ sanctionsNeedsRescreen ? 'Re-verify Entity' : 'Verify Entity' }}
                 </button>
               }
               @if (sanctionsVerified) {
-                <span class="sanctions-citation">RBI KYC Master Direction (2016) — Section 51 &amp; PMLA 2002</span>
+                <span class="sanctions-citation">{{ sanctionsCitation }}</span>
                 <span class="verify-status verified"> <fa-icon icon="check-circle"></fa-icon> Verified </span>
                 <mat-icon
                   class="sanctions-info-icon"
-                  matTooltip="All customer names must be verified against the UN Security Council Consolidated List before account opening and periodically thereafter. Positive matches must be escalated to the Principal Officer immediately."
+                  [matTooltip]="sanctionsTooltip"
                   matTooltipClass="sanctions-tooltip"
                   >info</mat-icon
                 >
               }
               @if (sanctionsBlocked) {
-                <span class="sanctions-citation">RBI KYC Master Direction (2016) — Section 51 &amp; PMLA 2002</span>
+                <span class="sanctions-citation">{{ sanctionsCitation }}</span>
                 <span class="verify-status blocked">
-                  <fa-icon icon="exclamation-triangle"></fa-icon> Sanctions Match
+                  <fa-icon icon="exclamation-triangle"></fa-icon> {{ sanctionsStatusLabel }}
                 </span>
                 <mat-icon
                   class="sanctions-info-icon blocked-info"
-                  matTooltip="All customer names must be verified against the UN Security Council Consolidated List before account opening and periodically thereafter. Positive matches must be escalated to the Principal Officer immediately."
+                  [matTooltip]="sanctionsTooltip"
                   matTooltipClass="sanctions-tooltip"
                   >info</mat-icon
                 >
@@ -214,7 +223,14 @@
             <mat-form-field appearance="outline" class="name-field first-name">
               <mat-label>{{ 'labels.inputs.First Name' | translate }}</mat-label>
               <span matPrefix class="field-prefix-icon"><mat-icon>badge</mat-icon></span>
-              <input matInput required formControlName="firstname" />
+              <input
+                matInput
+                required
+                formControlName="firstname"
+                autocomplete="off"
+                (blur)="capitalizeControl('firstname')"
+                style="text-transform: capitalize"
+              />
               @if (createClientForm.controls.firstname.hasError('required')) {
                 <mat-error>First name is <strong>required</strong></mat-error>
               } @else if (createClientForm.controls.firstname.hasError('pattern')) {
@@ -228,7 +244,13 @@
             <mat-form-field appearance="outline" class="name-field middle-name">
               <mat-label>{{ 'labels.inputs.Middle Name' | translate }}</mat-label>
               <span matPrefix class="field-prefix-icon"><mat-icon>person_outline</mat-icon></span>
-              <input matInput formControlName="middlename" />
+              <input
+                matInput
+                formControlName="middlename"
+                autocomplete="off"
+                (blur)="capitalizeControl('middlename')"
+                style="text-transform: capitalize"
+              />
               @if (
                 createClientForm.controls.middlename?.hasError('pattern') &&
                 createClientForm.controls.middlename?.touched
@@ -241,7 +263,18 @@
             <mat-form-field appearance="outline" class="name-field last-name">
               <mat-label>{{ 'labels.inputs.Last Name' | translate }}</mat-label>
               <span matPrefix class="field-prefix-icon"><mat-icon>person</mat-icon></span>
-              <input matInput required formControlName="lastname" />
+              <<<<<<< Updated upstream
+              <input
+                matInput
+                required
+                formControlName="lastname"
+                autocomplete="off"
+                (blur)="capitalizeControl('lastname')"
+                style="text-transform: capitalize"
+              />
+              =======
+              <input matInput required formControlName="lastname" autocomplete="off" (input)="formatName('lastname')" />
+              >>>>>>> Stashed changes
               @if (createClientForm.controls.lastname.hasError('required')) {
                 <mat-error>Last name is <strong>required</strong></mat-error>
               } @else if (createClientForm.controls.lastname.hasError('pattern')) {
@@ -261,7 +294,7 @@
               <span class="full-name-value">{{ fullNamePreview }}</span>
             </div>
             <div class="verify-inline">
-              @if (!sanctionsVerified && !sanctionsBlocked) {
+              @if (!sanctionsVerified && (!sanctionsBlocked || sanctionsNeedsRescreen)) {
                 <button
                   mat-stroked-button
                   color="primary"
@@ -271,27 +304,27 @@
                   (click)="verifySanctions()"
                 >
                   <fa-icon icon="shield-alt" class="verify-name-icon"></fa-icon>
-                  Verify Client
+                  {{ sanctionsNeedsRescreen ? 'Re-verify Client' : 'Verify Client' }}
                 </button>
               }
               @if (sanctionsVerified) {
-                <span class="sanctions-citation">RBI KYC Master Direction (2016) — Section 51 &amp; PMLA 2002</span>
+                <span class="sanctions-citation">{{ sanctionsCitation }}</span>
                 <span class="verify-status verified"> <fa-icon icon="check-circle"></fa-icon> Verified </span>
                 <mat-icon
                   class="sanctions-info-icon"
-                  matTooltip="All customer names must be verified against the UN Security Council Consolidated List before account opening and periodically thereafter. Positive matches must be escalated to the Principal Officer immediately."
+                  [matTooltip]="sanctionsTooltip"
                   matTooltipClass="sanctions-tooltip"
                   >info</mat-icon
                 >
               }
               @if (sanctionsBlocked) {
-                <span class="sanctions-citation">RBI KYC Master Direction (2016) — Section 51 &amp; PMLA 2002</span>
+                <span class="sanctions-citation">{{ sanctionsCitation }}</span>
                 <span class="verify-status blocked">
-                  <fa-icon icon="exclamation-triangle"></fa-icon> Sanctions Match
+                  <fa-icon icon="exclamation-triangle"></fa-icon> {{ sanctionsStatusLabel }}
                 </span>
                 <mat-icon
                   class="sanctions-info-icon blocked-info"
-                  matTooltip="All customer names must be verified against the UN Security Council Consolidated List before account opening and periodically thereafter. Positive matches must be escalated to the Principal Officer immediately."
+                  [matTooltip]="sanctionsTooltip"
                   matTooltipClass="sanctions-tooltip"
                   >info</mat-icon
                 >
@@ -358,11 +391,14 @@
           @if (isMinor) {
             <span class="minor-badge">Minor</span>
           }
+          @if (isSeniorCitizen) {
+            <span class="senior-citizen-badge">Senior Citizen</span>
+          }
         </div>
       }
     </div>
 
-    <!-- Minor / Guardian Mapping (mandatory if age < 10) -->
+    <!-- Minor / Guardian Mapping (mandatory if age < 18) -->
     @if (isMinor && createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) {
       <div class="guardian-section">
         <!-- Header bar -->
@@ -691,6 +727,9 @@
           }
         </mat-form-field>
 
+        <!-- Date of Incorporation is captured on the KYC step, next to the entity PAN it is
+             verified against — see client-kyc-step's `incorporationDate` control. -->
+
         <!-- Authorized Signatories (multiple, registered clients) -->
         <div class="form-field full-width signatory-section">
           <h4 class="section-title signatory-title">
@@ -819,7 +858,8 @@
                         <div class="guardian-result-item__info">
                           <span class="guardian-result-item__name">{{ result.displayName }}</span>
                           <span class="guardian-result-item__meta"
-                            >ID: {{ result.id }} &middot; A/C: {{ result.accountNumber }} &middot;
+                            >ID: {{ result.id }} &middot; A/C: {{ result.accountNumber }}
+                            &middot;
                             {{ result.officeName }}
                             @if (result.dateOfBirth) {
                               &middot; DOB: {{ result.dateOfBirth | dateFormat }}
@@ -995,6 +1035,32 @@
           </mat-select>
         </mat-form-field>
       }
+
+      <!-- CLIENT CREATION contact-OTP verification — create mode only. Edit mode already has
+           its own dual old/new OTP panel in EditClientComponent's template; this single
+           "new value" block only makes sense for a brand-new client (no "old" destination to
+           verify against). Each block only appears once its own field passes validation, so
+           staff enter a plausible-looking number/email before being asked to verify it. -->
+      @if (!clientData) {
+        <div class="contact-otp-row">
+          @if (createClientForm.get('mobileNo')?.valid) {
+            <mifosx-client-contact-otp-block
+              channel="MOBILE"
+              [destination]="createClientForm.get('mobileNo')?.value"
+              label="Verify Mobile Number"
+              (stateChange)="onMobileOtpState($event)"
+            ></mifosx-client-contact-otp-block>
+          }
+          @if (createClientForm.get('emailAddress')?.valid) {
+            <mifosx-client-contact-otp-block
+              channel="EMAIL"
+              [destination]="createClientForm.get('emailAddress')?.value"
+              label="Verify Email Address"
+              (stateChange)="onEmailOtpState($event)"
+            ></mifosx-client-contact-otp-block>
+          }
+        </div>
+      }
     </div>
   </div>
 
@@ -1006,69 +1072,67 @@
         Education &amp; Social Details
       </h4>
       <div class="form-grid">
-        <!-- Education Level (non-minor) -->
-        @if (!isMinor) {
-          <mat-form-field appearance="outline" class="form-field">
-            <mat-label>Education Level</mat-label>
-            <mat-select formControlName="educationLevelId">
-              <mat-select-trigger>
-                @if (getSelectedEducationLevel()) {
-                  <span class="icon-option">
-                    <mat-icon class="icon-option-icon">{{
-                      getEducationLevelIcon(getSelectedEducationLevel().name)
-                    }}</mat-icon>
-                    {{ getSelectedEducationLevel().name }}
-                  </span>
-                }
-              </mat-select-trigger>
-              @for (el of educationLevelOptions; track el) {
-                <mat-option [value]="el.id">
-                  <span class="icon-option">
-                    <mat-icon class="icon-option-icon">{{ getEducationLevelIcon(el.name) }}</mat-icon>
-                    {{ el.name }}
-                  </span>
-                </mat-option>
+        <!-- Education Level -->
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Education Level</mat-label>
+          <mat-select formControlName="educationLevelId">
+            <mat-select-trigger>
+              @if (getSelectedEducationLevel()) {
+                <span class="icon-option">
+                  <mat-icon class="icon-option-icon">{{
+                    getEducationLevelIcon(getSelectedEducationLevel().name)
+                  }}</mat-icon>
+                  {{ getSelectedEducationLevel().name }}
+                </span>
               }
-            </mat-select>
-          </mat-form-field>
+            </mat-select-trigger>
+            @for (el of educationLevelOptions; track el) {
+              <mat-option [value]="el.id">
+                <span class="icon-option">
+                  <mat-icon class="icon-option-icon">{{ getEducationLevelIcon(el.name) }}</mat-icon>
+                  {{ el.name }}
+                </span>
+              </mat-option>
+            }
+          </mat-select>
+        </mat-form-field>
 
-          <!-- Degree / Qualification (depends on Education Level) -->
-          <mat-form-field appearance="outline" class="form-field">
-            <mat-label>Degree / Qualification</mat-label>
-            <mat-select
-              formControlName="degreeQualificationId"
-              [placeholder]="getSelectedEducationLevel() ? 'Select Degree' : 'Select Education Level first'"
-            >
-              <mat-select-trigger>
-                @if (getSelectedDegreeQualification()) {
-                  <span class="icon-option">
-                    <mat-icon class="icon-option-icon">{{
-                      getDegreeQualificationIcon(getSelectedDegreeQualification().name)
-                    }}</mat-icon>
-                    {{ getSelectedDegreeQualification().name }}
-                  </span>
-                }
-              </mat-select-trigger>
-              @for (dq of filteredDegreeQualificationOptions; track dq) {
-                <mat-option [value]="dq.id">
-                  <span class="icon-option">
-                    <mat-icon class="icon-option-icon">{{ getDegreeQualificationIcon(dq.name) }}</mat-icon>
-                    {{ dq.name }}
-                  </span>
-                </mat-option>
+        <!-- Degree / Qualification (depends on Education Level) -->
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Degree / Qualification</mat-label>
+          <mat-select
+            formControlName="degreeQualificationId"
+            [placeholder]="getSelectedEducationLevel() ? 'Select Degree' : 'Select Education Level first'"
+          >
+            <mat-select-trigger>
+              @if (getSelectedDegreeQualification()) {
+                <span class="icon-option">
+                  <mat-icon class="icon-option-icon">{{
+                    getDegreeQualificationIcon(getSelectedDegreeQualification().name)
+                  }}</mat-icon>
+                  {{ getSelectedDegreeQualification().name }}
+                </span>
               }
-              @if (!getSelectedEducationLevel()) {
-                <mat-option disabled>
-                  <em>Please select Education Level first</em>
-                </mat-option>
-              } @else if (filteredDegreeQualificationOptions.length === 0) {
-                <mat-option disabled>
-                  <em>No options available</em>
-                </mat-option>
-              }
-            </mat-select>
-          </mat-form-field>
-        }
+            </mat-select-trigger>
+            @for (dq of filteredDegreeQualificationOptions; track dq) {
+              <mat-option [value]="dq.id">
+                <span class="icon-option">
+                  <mat-icon class="icon-option-icon">{{ getDegreeQualificationIcon(dq.name) }}</mat-icon>
+                  {{ dq.name }}
+                </span>
+              </mat-option>
+            }
+            @if (!getSelectedEducationLevel()) {
+              <mat-option disabled>
+                <em>Please select Education Level first</em>
+              </mat-option>
+            } @else if (filteredDegreeQualificationOptions.length === 0) {
+              <mat-option disabled>
+                <em>No options available</em>
+              </mat-option>
+            }
+          </mat-select>
+        </mat-form-field>
 
         <!-- Religion -->
         <mat-form-field appearance="outline" class="form-field">
@@ -1121,6 +1185,79 @@
     </div>
   }
 
+  <!--
+    Section: Turnover & Risk (Non-Individual only)
+
+    An entity has no salary to declare, so the individual Financial & Classification section below
+    never applied to it — which left a company with no turnover on file at all, and its risk stuck
+    on the flat entity default. Turnover is the size signal the branch actually has at onboarding,
+    so it is captured here and the risk band it produces is shown right beside it: the officer sees
+    the grade move as they type, instead of first meeting it on the KYC tab.
+  -->
+  @if (createClientForm.get('legalFormId')?.value === LegalFormId.ENTITY) {
+    <div class="section-block">
+      <h4 class="section-title">
+        <fa-icon icon="chart-line" class="section-icon"></fa-icon>
+        Turnover &amp; Risk Profile
+      </h4>
+      <div class="form-grid">
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Monthly Turnover</mat-label>
+          <span matPrefix class="rupee-prefix">&#8377;</span>
+          <input matInput type="number" formControlName="monthlyTurnover" min="0" />
+          <mat-hint>Yearly turnover fills in automatically (× 12)</mat-hint>
+          @if (
+            createClientForm.get('monthlyTurnover')?.hasError('pattern') &&
+            createClientForm.get('monthlyTurnover')?.touched
+          ) {
+            <mat-error>Enter a valid amount</mat-error>
+          } @else if (
+            createClientForm.get('monthlyTurnover')?.hasError('min') && createClientForm.get('monthlyTurnover')?.touched
+          ) {
+            <mat-error>Amount cannot be negative</mat-error>
+          }
+        </mat-form-field>
+
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Annual Turnover</mat-label>
+          <span matPrefix class="rupee-prefix">&#8377;</span>
+          <input matInput type="number" formControlName="annualTurnover" min="0" />
+          <mat-hint>Drives the risk grade below</mat-hint>
+          @if (
+            createClientForm.get('annualTurnover')?.hasError('pattern') &&
+            createClientForm.get('annualTurnover')?.touched
+          ) {
+            <mat-error>Enter a valid amount</mat-error>
+          } @else if (
+            createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched
+          ) {
+            <mat-error>Amount cannot be negative</mat-error>
+          }
+        </mat-form-field>
+
+        <div
+          class="full-width entity-risk-card"
+          [class.entity-risk-card--low]="entityTurnoverRisk.category === 1"
+          [class.entity-risk-card--medium]="entityTurnoverRisk.category === 2"
+          [class.entity-risk-card--high]="entityTurnoverRisk.category === 3"
+        >
+          <div class="entity-risk-card__head">
+            <fa-icon icon="shield-alt" class="entity-risk-card__icon"></fa-icon>
+            <span class="entity-risk-card__title">Auto-calculated Risk Category</span>
+            <span class="entity-risk-card__badge">{{ riskCategoryLabel(entityTurnoverRisk.category) }}</span>
+          </div>
+          <p class="entity-risk-card__reason">{{ entityTurnoverRisk.reason }}</p>
+          <p class="entity-risk-card__scale">
+            Up to ₹1 crore — Low &nbsp;·&nbsp; ₹1 crore to ₹10 crore — Medium &nbsp;·&nbsp; Above ₹10 crore — High
+          </p>
+          <p class="entity-risk-card__note">
+            Carried into the KYC tab, where it can still be overridden with a recorded reason.
+          </p>
+        </div>
+      </div>
+    </div>
+  }
+
   <!-- Section: Financial & Classification (Individual only) -->
   @if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) {
     <div class="section-block">
@@ -1191,21 +1328,25 @@
         </mat-form-field>
 
         <mat-form-field appearance="outline" class="form-field">
-          <mat-label>Annual Turnover (Last FY)</mat-label>
+          <mat-label>Annual Income</mat-label>
           <span matPrefix class="rupee-prefix">&#8377;</span>
-          <input matInput type="number" formControlName="annualTurnover" min="0" />
+          <input matInput type="number" formControlName="annualIncome" min="0" />
           @if (
-            createClientForm.get('annualTurnover')?.hasError('pattern') &&
-            createClientForm.get('annualTurnover')?.touched
+            createClientForm.get('annualIncome')?.hasError('pattern') && createClientForm.get('annualIncome')?.touched
           ) {
             <mat-error>Enter a valid amount</mat-error>
           } @else if (
-            createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched
+            createClientForm.get('annualIncome')?.hasError('min') && createClientForm.get('annualIncome')?.touched
           ) {
             <mat-error>Amount cannot be negative</mat-error>
           }
         </mat-form-field>
 
+        <div class="full-width subsection-title">
+          <fa-icon icon="coins" class="subsection-icon"></fa-icon>
+          Other Income
+        </div>
+
         <mat-form-field appearance="outline" class="form-field">
           <mat-label>Agriculture Income</mat-label>
           <span matPrefix class="rupee-prefix">&#8377;</span>
@@ -1239,6 +1380,128 @@
             <mat-error>Amount cannot be negative</mat-error>
           }
         </mat-form-field>
+
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Monthly Turnover</mat-label>
+          <span matPrefix class="rupee-prefix">&#8377;</span>
+          <input matInput type="number" formControlName="monthlyTurnover" min="0" />
+          @if (
+            createClientForm.get('monthlyTurnover')?.hasError('pattern') &&
+            createClientForm.get('monthlyTurnover')?.touched
+          ) {
+            <mat-error>Enter a valid amount</mat-error>
+          } @else if (
+            createClientForm.get('monthlyTurnover')?.hasError('min') && createClientForm.get('monthlyTurnover')?.touched
+          ) {
+            <mat-error>Amount cannot be negative</mat-error>
+          }
+        </mat-form-field>
+
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Yearly Turnover</mat-label>
+          <span matPrefix class="rupee-prefix">&#8377;</span>
+          <input matInput type="number" formControlName="annualTurnover" min="0" />
+          @if (
+            createClientForm.get('annualTurnover')?.hasError('pattern') &&
+            createClientForm.get('annualTurnover')?.touched
+          ) {
+            <mat-error>Enter a valid amount</mat-error>
+          } @else if (
+            createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched
+          ) {
+            <mat-error>Amount cannot be negative</mat-error>
+          }
+        </mat-form-field>
+
+        <div class="full-width subsection-title">
+          <fa-icon icon="user-shield" class="subsection-icon"></fa-icon>
+          Senior Citizen / Person with Disability
+        </div>
+
+        @if (isSeniorCitizen) {
+          <div class="full-width senior-citizen-auto-note">
+            <fa-icon icon="check-circle"></fa-icon>
+            Senior Citizen (60+ years) — detected automatically from Date of Birth
+          </div>
+
+          <div class="full-width doc-upload-field">
+            <label class="doc-upload-label">
+              <input type="file" accept=".jpg,.jpeg,.png,.pdf" hidden (change)="onSeniorCitizenProofSelected($event)" />
+              <fa-icon icon="file-upload"></fa-icon>
+              @if (seniorCitizenProofFile) {
+                <span>{{ seniorCitizenProofFile.name }}</span>
+              } @else if (existingSeniorCitizenProofDoc) {
+                <span>{{ existingSeniorCitizenProofDoc.name }} (uploaded)</span>
+              } @else {
+                <span>Upload Senior Citizen Proof (Age / ID Proof) &mdash; optional</span>
+              }
+            </label>
+            @if (seniorCitizenProofFile) {
+              <button type="button" mat-icon-button (click)="removeSeniorCitizenProof()" matTooltip="Remove">
+                <mat-icon>close</mat-icon>
+              </button>
+            } @else if (existingSeniorCitizenProofDoc) {
+              <button type="button" mat-icon-button (click)="viewExistingSeniorCitizenProof()" matTooltip="View">
+                <mat-icon>visibility</mat-icon>
+              </button>
+              <button type="button" mat-icon-button (click)="removeExistingSeniorCitizenProof()" matTooltip="Remove">
+                <mat-icon>close</mat-icon>
+              </button>
+            }
+          </div>
+        }
+
+        <div class="checkbox-field full-width">
+          <mat-checkbox formControlName="isPwd">Person with Disability (PWD)</mat-checkbox>
+        </div>
+
+        @if (createClientForm.get('isPwd')?.value) {
+          <mat-form-field appearance="outline" class="form-field">
+            <mat-label>Disability Type</mat-label>
+            <mat-select formControlName="pwdCategoryId">
+              @for (category of pwdCategoryOptions; track category.id) {
+                <mat-option [value]="category.id">{{ category.name }}</mat-option>
+              }
+            </mat-select>
+            @if (seniorPwdDocsTouched && !createClientForm.get('pwdCategoryId')?.value) {
+              <mat-error>Disability type is required</mat-error>
+            }
+          </mat-form-field>
+
+          <div class="full-width doc-upload-field">
+            <label
+              class="doc-upload-label"
+              [class.doc-upload-label--missing]="
+                seniorPwdDocsTouched && !pwdCertificateFile && !existingPwdCertificateDoc
+              "
+            >
+              <input type="file" accept=".jpg,.jpeg,.png,.pdf" hidden (change)="onPwdCertificateSelected($event)" />
+              <fa-icon icon="file-upload"></fa-icon>
+              @if (pwdCertificateFile) {
+                <span>{{ pwdCertificateFile.name }}</span>
+              } @else if (existingPwdCertificateDoc) {
+                <span>{{ existingPwdCertificateDoc.name }} (uploaded)</span>
+              } @else {
+                <span>Upload Disability Certificate <span class="doc-upload-req">*</span></span>
+              }
+            </label>
+            @if (pwdCertificateFile) {
+              <button type="button" mat-icon-button (click)="removePwdCertificate()" matTooltip="Remove">
+                <mat-icon>close</mat-icon>
+              </button>
+            } @else if (existingPwdCertificateDoc) {
+              <button type="button" mat-icon-button (click)="viewExistingPwdCertificate()" matTooltip="View">
+                <mat-icon>visibility</mat-icon>
+              </button>
+              <button type="button" mat-icon-button (click)="removeExistingPwdCertificate()" matTooltip="Remove">
+                <mat-icon>close</mat-icon>
+              </button>
+            }
+            @if (seniorPwdDocsTouched && !pwdCertificateFile && !existingPwdCertificateDoc) {
+              <span class="doc-upload-error">Required when PWD is checked</span>
+            }
+          </div>
+        }
       </div>
     </div>
   }

src/app/clients/client-stepper/client-general-step/client-general-step.component.scss

@@ -56,6 +56,175 @@ form {
   grid-column: 1 / -1;
 }
 
+/* Live risk grade beside the entity's turnover fields. Neutral by default; the accent tracks the
+   band so a jump from Medium to High is visible without reading the sentence. */
+.entity-risk-card {
+  margin: 4px 0 12px;
+  padding: 12px 14px;
+  border-radius: 10px;
+  background: #f8fafc;
+  border: 1px solid #e2e8f0;
+  border-left: 4px solid #94a3b8;
+
+  &__head {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+  }
+
+  &__icon {
+    color: #64748b;
+  }
+
+  &__title {
+    font-size: 13px;
+    font-weight: 600;
+    color: #1e293b;
+  }
+
+  &__badge {
+    margin-left: auto;
+    padding: 2px 10px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: 700;
+    letter-spacing: 0.3px;
+    text-transform: uppercase;
+    background: #e2e8f0;
+    color: #334155;
+  }
+
+  &__reason {
+    margin: 8px 0 0;
+    font-size: 13px;
+    color: #334155;
+  }
+
+  &__scale,
+  &__note {
+    margin: 4px 0 0;
+    font-size: 11px;
+    color: #64748b;
+  }
+
+  &--low {
+    background: #f0fdf4;
+    border-color: #bbf7d0;
+    border-left-color: #16a34a;
+
+    .entity-risk-card__icon {
+      color: #16a34a;
+    }
+
+    .entity-risk-card__badge {
+      background: #dcfce7;
+      color: #15803d;
+    }
+  }
+
+  &--medium {
+    background: #fffbeb;
+    border-color: #fde68a;
+    border-left-color: #d97706;
+
+    .entity-risk-card__icon {
+      color: #d97706;
+    }
+
+    .entity-risk-card__badge {
+      background: #fef3c7;
+      color: #b45309;
+    }
+  }
+
+  &--high {
+    background: #fef2f2;
+    border-color: #fecaca;
+    border-left-color: #dc2626;
+
+    .entity-risk-card__icon {
+      color: #dc2626;
+    }
+
+    .entity-risk-card__badge {
+      background: #fee2e2;
+      color: #b91c1c;
+    }
+  }
+}
+
+.senior-citizen-auto-note {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  font-size: 12px;
+  color: #1074b9;
+  background: #eff6ff;
+  border: 1px solid #bfdbfe;
+  border-radius: 8px;
+  padding: 8px 12px;
+  margin-bottom: 8px;
+}
+
+.doc-upload-field {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-bottom: 8px;
+}
+
+.doc-upload-label {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex: 1;
+  padding: 10px 14px;
+  border: 1px dashed #cbd5e1;
+  border-radius: 8px;
+  font-size: 13px;
+  color: #475569;
+  cursor: pointer;
+  transition: border-color 0.15s;
+
+  &:hover {
+    border-color: #1074b9;
+  }
+
+  &.doc-upload-label--missing {
+    border-color: #dc2626;
+    color: #dc2626;
+  }
+}
+
+.doc-upload-req {
+  color: #dc2626;
+  font-weight: 700;
+}
+
+.doc-upload-error {
+  font-size: 11px;
+  color: #dc2626;
+}
+
+.subsection-title {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  font-size: 12px;
+  font-weight: 600;
+  text-transform: uppercase;
+  letter-spacing: 0.04em;
+  color: #6b7280;
+  margin: 20px 0 4px;
+  padding-top: 16px;
+  border-top: 1px solid #e5e7eb;
+
+  .subsection-icon {
+    color: var(--md-sys-color-primary, #1074b9);
+    font-size: 12px;
+  }
+}
+
 .checkbox-field {
   display: flex;
   align-items: center;
@@ -234,6 +403,18 @@ form {
   letter-spacing: 0.5px;
 }
 
+.senior-citizen-badge {
+  font-size: 10px;
+  font-weight: 700;
+  padding: 2px 8px;
+  border-radius: 10px;
+  background: #eff6ff;
+  color: #1074b9;
+  margin-left: 6px;
+  text-transform: uppercase;
+  letter-spacing: 0.5px;
+}
+
 /* ═══ Guardian Section (Redesigned) ═══ */
 .guardian-section {
   margin-top: 12px;
@@ -1493,6 +1674,21 @@ form {
   }
 }
 
+/* Create-time mobile/email OTP verification — spans both `.form-grid` columns so the two
+ * blocks sit on their own full-width row instead of disrupting the field/verify-button pairing
+ * above them. */
+.contact-otp-row {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 16px;
+  grid-column: 1 / -1;
+  margin-top: 4px;
+
+  mifosx-client-contact-otp-block {
+    flex: 1 1 260px;
+  }
+}
+
 @media (width <= 768px) {
   .form-grid {
     grid-template-columns: 1fr;
@@ -1516,6 +1712,10 @@ form {
       max-width: none;
     }
   }
+
+  .contact-otp-row {
+    flex-direction: column;
+  }
 }
 
 .guardian-card__avatar.has-photo {

src/app/clients/client-stepper/client-general-step/dip-verify-dialog.component.ts

@@ -1,8 +1,17 @@
+/**
+ * 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, OnDestroy, inject } from '@angular/core';
 import { CommonModule } from '@angular/common';
 import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
 import { MatProgressBarModule } from '@angular/material/progress-bar';
 import { MatButtonModule } from '@angular/material/button';
+import { FormsModule } from '@angular/forms';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { ClientsService } from 'app/clients/clients.service';
 
@@ -31,13 +40,18 @@ import { ClientsService } from 'app/clients/clients.service';
           <span class="warning-text">This may take a few seconds. Do not close or refresh this window.</span>
         </div>
       }
+      <!--
+        An unreachable DoT service means the number was NOT checked. Reporting that as a green
+        "verification completed successfully — number is CLEAN" claimed a check that never ran and
+        stored the client as verified, so the outage is now shown for what it is.
+      -->
       @if (!verifying && serviceUnavailable) {
-        <div class="verify-result">
-          <fa-icon icon="check-circle" class="result-icon"></fa-icon>
-          <p class="result-msg">DIP & MNRL verification completed successfully.</p>
-          <div class="success-detail">
-            <fa-icon icon="shield-alt" class="success-detail-icon"></fa-icon>
-            <span>Mobile number is <strong>CLEAN</strong> — not found in the revocation list.</span>
+        <div class="verify-result unavailable">
+          <fa-icon icon="exclamation-triangle" class="result-icon unavailable-icon"></fa-icon>
+          <p class="result-msg unavailable-msg">Could not verify — DIP/MNRL service unavailable</p>
+          <div class="unavailable-detail">
+            This number has <strong>not</strong> been checked against the DoT Digital Intelligence Platform. Retry once
+            the service is reachable, or proceed with a recorded reason.
           </div>
         </div>
       }
@@ -66,11 +80,63 @@ import { ClientsService } from 'app/clients/clients.service';
           <p class="result-msg error-msg">{{ error }}</p>
         </div>
       }
+
+      <!--
+        A number turned away before is a standing signal. Without this the next officer screens
+        it as if it had no history and can wave through what a colleague already refused.
+      -->
+      @if (!verifying && priorRejection) {
+        <div class="prior-rejection">
+          <fa-icon icon="history" class="prior-icon"></fa-icon>
+          <div>
+            <strong>This number was rejected before.</strong>
+            <div class="prior-detail">
+              Rejected by user {{ priorRejection.decidedBy }} on {{ priorRejection.decidedOn | date: 'medium' }} —
+              status was {{ priorRejection.lookupStatus }}.
+            </div>
+          </div>
+        </div>
+      }
+
+      @if (!verifying && needsDecision && showReasonForm) {
+        <div class="reason-form">
+          <label class="reason-label">Why is this number acceptable despite the DIP/MNRL result?</label>
+          <textarea
+            class="reason-input"
+            rows="3"
+            [(ngModel)]="decisionReason"
+            placeholder="e.g. Number re-issued to the applicant on 02/2026; ownership confirmed against the operator's CAF and a fresh OTP."
+          ></textarea>
+          <div class="reason-hint" [class.reason-error]="reasonTouched && !reasonValid">
+            Minimum 10 characters — this reason is kept on the lookup record.
+          </div>
+          @if (decisionError) {
+            <div class="reason-hint reason-error">{{ decisionError }}</div>
+          }
+        </div>
+      }
     </mat-dialog-content>
     <mat-dialog-actions align="end">
-      @if (!verifying) {
+      @if (!verifying && !needsDecision) {
         <button mat-raised-button color="primary" (click)="close()">OK</button>
       }
+      <!--
+        A flagged number is a decision, not a notification: the officer must either reject it or
+        say in writing why it is acceptable. Previously a single OK dismissed the warning and the
+        number was onboarded with nothing recorded.
+      -->
+      @if (!verifying && needsDecision && !showReasonForm) {
+        <button mat-stroked-button color="warn" (click)="reject()" [disabled]="saving">Reject this Number</button>
+        <button mat-raised-button color="primary" (click)="startProceed()" [disabled]="saving">
+          Proceed with Reason
+        </button>
+      }
+      @if (!verifying && needsDecision && showReasonForm) {
+        <button mat-stroked-button (click)="cancelProceed()" [disabled]="saving">Back</button>
+        <button mat-raised-button color="primary" (click)="submitProceed()" [disabled]="saving">
+          {{ saving ? 'Saving…' : 'Save Decision & Proceed' }}
+        </button>
+      }
     </mat-dialog-actions>
   `,
   styles: [
@@ -228,13 +294,100 @@ import { ClientsService } from 'app/clients/clients.service';
         color: #d32f2f;
       }
 
+      .unavailable-icon {
+        color: #b45309;
+      }
+
+      .unavailable-msg {
+        color: #b45309;
+      }
+
+      .unavailable-detail {
+        font-size: 13px;
+        color: #92400e;
+        background: #fffbeb;
+        border: 1px solid #fde68a;
+        border-radius: 6px;
+        padding: 10px 12px;
+        line-height: 1.6;
+        margin-top: 8px;
+      }
+
+      .prior-rejection {
+        display: flex;
+        align-items: flex-start;
+        gap: 10px;
+        font-size: 13px;
+        color: #7f1d1d;
+        background: #fef2f2;
+        border: 1px solid #fecaca;
+        border-left: 4px solid #dc2626;
+        border-radius: 6px;
+        padding: 10px 12px;
+        margin-top: 12px;
+        line-height: 1.5;
+      }
+
+      .prior-icon {
+        color: #dc2626;
+        font-size: 16px;
+        margin-top: 2px;
+      }
+
+      .prior-detail {
+        font-size: 12px;
+        color: #991b1b;
+        margin-top: 2px;
+      }
+
+      .reason-form {
+        display: flex;
+        flex-direction: column;
+        gap: 4px;
+        margin-top: 14px;
+      }
+
+      .reason-label {
+        font-size: 12px;
+        font-weight: 600;
+        color: #374151;
+      }
+
+      .reason-input {
+        width: 100%;
+        box-sizing: border-box;
+        font-family: inherit;
+        font-size: 13px;
+        padding: 8px 10px;
+        border: 1px solid #d1d5db;
+        border-radius: 4px;
+        resize: vertical;
+      }
+
+      .reason-input:focus {
+        outline: none;
+        border-color: #1074b9;
+      }
+
+      .reason-hint {
+        font-size: 11px;
+        color: #9ca3af;
+      }
+
+      .reason-error {
+        color: #dc2626;
+        font-weight: 600;
+      }
+
       mat-dialog-actions {
         padding: 8px 24px 16px;
+        gap: 8px;
       }
     `
   ],
   imports: [
     CommonModule,
+    FormsModule,
     MatDialogModule,
     MatProgressBarModule,
     MatButtonModule,
@@ -255,6 +408,25 @@ export class DipVerifyDialogComponent implements OnInit, OnDestroy {
   suspectedStatus = '';
   suspectedReason = '';
   suspectedReportedBy = '';
+
+  /** Set when this number was rejected on an earlier client — history the officer must see. */
+  priorRejection: any = null;
+
+  /** Officer decision capture for a flagged or unverifiable number. */
+  showReasonForm = false;
+  decisionReason = '';
+  reasonTouched = false;
+  saving = false;
+  decisionError = '';
+
+  /** A hit or an unverified number cannot simply be dismissed with OK. */
+  get needsDecision(): boolean {
+    return this.suspected || this.serviceUnavailable;
+  }
+
+  get reasonValid(): boolean {
+    return this.decisionReason.trim().length >= 10;
+  }
   private subscription: any;
   private intervalId: any;
   private apiResponse: any = null;
@@ -305,6 +477,7 @@ export class DipVerifyDialogComponent implements OnInit, OnDestroy {
     }
 
     const res = this.apiResponse;
+    this.priorRejection = res?.priorRejection || null;
     if (res?.data?.status === 'SERVICE_UNAVAILABLE') {
       this.serviceUnavailable = true;
       this.resultMessage = res.message || 'DIP/MNRL lookup service is unavailable. Number treated as CLEAN by default.';
@@ -329,11 +502,68 @@ export class DipVerifyDialogComponent implements OnInit, OnDestroy {
     }
   }
 
+  startProceed() {
+    this.showReasonForm = true;
+    this.reasonTouched = false;
+    this.decisionError = '';
+  }
+
+  cancelProceed() {
+    this.showReasonForm = false;
+    this.decisionReason = '';
+    this.decisionError = '';
+  }
+
+  submitProceed() {
+    this.reasonTouched = true;
+    if (!this.reasonValid) {
+      return;
+    }
+    this.recordDecision('PROCEEDED', this.decisionReason.trim(), true);
+  }
+
+  reject() {
+    this.recordDecision('REJECTED', 'Number rejected at onboarding following DIP/MNRL result.', false);
+  }
+
+  /**
+   * Persists the decision before closing. The number is only usable downstream once the backend
+   * has stored PROCEEDED — the client-create gate re-checks this, so closing without saving
+   * would simply fail at save time with no explanation.
+   */
+  private recordDecision(decision: string, reason: string, verified: boolean) {
+    const logId = this.apiResponse?.lookupLogId;
+    if (!logId) {
+      this.decisionError = 'Lookup reference missing — re-run the check before recording a decision.';
+      return;
+    }
+    this.saving = true;
+    this.decisionError = '';
+    this.clientsService.recordDipDecision(logId, decision, reason).subscribe({
+      next: () => {
+        this.saving = false;
+        this.dialogRef.close({
+          verified,
+          decision,
+          lookupLogId: logId,
+          status: this.apiResponse?.data?.status || null,
+          timestamp: this.apiResponse?.timestamp || null
+        });
+      },
+      error: (err: any) => {
+        this.saving = false;
+        this.decisionError =
+          err?.error?.defaultUserMessage || err?.error?.message || err?.message || 'Could not save the decision.';
+      }
+    });
+  }
+
   close() {
-    const verified = !this.suspected && !this.error;
+    const verified = !this.suspected && !this.error && !this.serviceUnavailable;
     this.dialogRef.close({
       verified,
       lookupLogId: this.apiResponse?.lookupLogId || null,
+      status: this.apiResponse?.data?.status || null,
       timestamp: this.apiResponse?.timestamp || null
     });
   }

src/app/clients/client-stepper/client-general-step/sanctions-verify-dialog.component.ts

@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
 import { MatDialogRef, MatDialogModule, MAT_DIALOG_DATA } from '@angular/material/dialog';
 import { MatProgressBarModule } from '@angular/material/progress-bar';
 import { MatButtonModule } from '@angular/material/button';
+import { FormsModule } from '@angular/forms';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { ClientsService } from 'app/clients/clients.service';
 
@@ -38,10 +39,18 @@ import { ClientsService } from 'app/clients/clients.service';
             }
           </div>
           <p class="sanctions-msg">
-            Screening <strong>{{ clientName }}</strong> against<br />
-            <strong>UN Security Council</strong> &amp;
-            <strong>Financial Intelligence Unit - India (FIU-IND under UNSC Resolution 2231)</strong>
+            Screening <strong>{{ clientName }}</strong> against the<br />
+            <strong>UN Security Council Consolidated List</strong><br />
+            <span class="sanctions-lists"
+              >ISIL (Da&rsquo;esh) &amp; Al-Qaida (1267/1989/2253) and Taliban (1988) sanctions lists</span
+            >
           </p>
+          @if (listDataAsOf) {
+            <p class="list-as-of">
+              Sanctions list data as of <strong>{{ listDataAsOf }}</strong>
+            </p>
+          }
+          <p class="regulatory-note">{{ regulatoryBasis }}</p>
         </div>
       }
       @if (!verifying && !matchFound && !errorOccurred) {
@@ -53,8 +62,8 @@ import { ClientsService } from 'app/clients/clients.service';
           <h3 class="approve-title">No Sanctions Match Found</h3>
           <p class="approve-detail">
             <strong>{{ clientName }}</strong> has been screened against the
-            <strong>UN Security Council Consolidated List</strong> and <strong>FIU-IND</strong> records. No confirmed
-            match was found.
+            <strong>UN Security Council Consolidated List</strong> (ISIL &amp; Al-Qaida and Taliban sanctions lists). No
+            confirmed match was found.
           </p>
           <div class="approve-meta">
             <div class="meta-row">
@@ -69,7 +78,14 @@ import { ClientsService } from 'app/clients/clients.service';
               <span class="meta-label">Database</span>
               <span class="meta-value">UN SC Consolidated List</span>
             </div>
+            @if (listDataAsOf) {
+              <div class="meta-row">
+                <span class="meta-label">List Data As Of</span>
+                <span class="meta-value">{{ listDataAsOf }}</span>
+              </div>
+            }
           </div>
+          <p class="regulatory-note">{{ regulatoryBasis }}</p>
         </div>
       }
       @if (!verifying && matchFound) {
@@ -96,11 +112,86 @@ import { ClientsService } from 'app/clients/clients.service';
               <span class="meta-label">Database</span>
               <span class="meta-value">UN SC Consolidated List</span>
             </div>
+            @if (listDataAsOf) {
+              <div class="meta-row">
+                <span class="meta-label">List Data As Of</span>
+                <span class="meta-value">{{ listDataAsOf }}</span>
+              </div>
+            }
+          </div>
+          <!--
+            The list matches on name alone, so a hit is a "stop and verify", not a verdict. The
+            officer has to be able to compare the listed particulars against the applicant's own
+            before deciding — showing only a red banner made that impossible.
+          -->
+          <div class="compare-header">
+            <fa-icon icon="search"></fa-icon>
+            Compare the applicant against the listed particulars
+          </div>
+          <div class="applicant-card">
+            <div class="applicant-label">Applicant</div>
+            <div class="applicant-values">
+              <span
+                ><strong>{{ clientName }}</strong></span
+              >
+              <span>DOB: {{ applicantDob || '—' }}</span>
+              <span>Nationality: {{ applicantNationality || '—' }}</span>
+            </div>
+          </div>
+          <div class="match-list">
+            @for (m of matches; track m.id) {
+              <div class="match-item">
+                <div class="match-name">{{ m.fullName }}</div>
+                <div class="match-meta">
+                  <span class="match-type">{{ m.entryType }}</span>
+                  @if (m.unListType) {
+                    <span class="match-list-type">{{ m.unListType }}</span>
+                  }
+                  @if (m.referenceNumber) {
+                    <span class="match-ref">{{ m.referenceNumber }}</span>
+                  }
+                </div>
+                <div class="match-aliases">
+                  DOB: {{ m.dateOfBirth || '—' }} &middot; Nationality: {{ m.nationality || '—' }} &middot; Place of
+                  birth: {{ m.placeOfBirth || '—' }}
+                </div>
+                @if (m.aliases?.length) {
+                  <div class="match-aliases">Aliases: {{ m.aliases.join('; ') }}</div>
+                }
+                @if (m.listedOn) {
+                  <div class="match-aliases">Listed on: {{ m.listedOn }}</div>
+                }
+              </div>
+            }
           </div>
           <div class="escalate-banner">
             <fa-icon icon="exclamation-circle" class="escalate-icon"></fa-icon>
             <span><strong>Escalate to Principal Officer immediately.</strong> Account opening blocked.</span>
           </div>
+          @if (showReasonForm) {
+            <div class="reason-form">
+              <label class="reason-label">
+                {{
+                  pendingDisposition === 'FALSE_POSITIVE'
+                    ? 'Why is this NOT the same person? State the identifiers you compared.'
+                    : 'Record the basis on which this match is confirmed.'
+                }}
+              </label>
+              <textarea
+                class="reason-input"
+                rows="3"
+                [(ngModel)]="dispositionReason"
+                placeholder="e.g. DOB 12/03/1988 vs listed 1965; nationality IN vs listed AF; passport number does not match."
+              ></textarea>
+              <div class="reason-hint" [class.reason-error]="reasonTouched && !reasonValid">
+                Minimum 10 characters — this text is the compliance record.
+              </div>
+              @if (dispositionError) {
+                <div class="reason-hint reason-error">{{ dispositionError }}</div>
+              }
+            </div>
+          }
+          <p class="regulatory-note">{{ regulatoryBasis }}</p>
         </div>
       }
       @if (!verifying && errorOccurred) {
@@ -119,9 +210,26 @@ import { ClientsService } from 'app/clients/clients.service';
         </button>
       }
       @if (!verifying && matchFound) {
-        <button mat-raised-button color="warn" (click)="close(false)" class="reject-btn">
-          <fa-icon icon="times"></fa-icon> Flag &amp; Escalate
-        </button>
+        @if (!showReasonForm) {
+          <button mat-stroked-button (click)="startDisposition('FALSE_POSITIVE')" class="approve-btn-secondary">
+            Not the Same Person
+          </button>
+          <button mat-raised-button color="warn" (click)="startDisposition('CONFIRMED_MATCH')" class="reject-btn">
+            <fa-icon icon="times"></fa-icon> Confirm Match &amp; Escalate
+          </button>
+        }
+        @if (showReasonForm) {
+          <button mat-stroked-button (click)="cancelDisposition()" [disabled]="savingDisposition">Back</button>
+          <button
+            mat-raised-button
+            [color]="pendingDisposition === 'FALSE_POSITIVE' ? 'primary' : 'warn'"
+            (click)="submitDisposition()"
+            [disabled]="savingDisposition"
+            class="reject-btn"
+          >
+            {{ savingDisposition ? 'Saving…' : 'Submit for Principal Officer Approval' }}
+          </button>
+        }
       }
       @if (!verifying && errorOccurred) {
         <button mat-raised-button (click)="close(false)">Close</button>
@@ -152,8 +260,13 @@ import { ClientsService } from 'app/clients/clients.service';
 
       mat-dialog-content {
         padding: 16px 24px;
-        max-height: unset;
-        overflow: visible;
+        /*
+          The match card lists every hit with its aliases, so this content is now tall enough to
+          push the action row off-screen if the dialog is allowed to grow unbounded — which left
+          "Not the Same Person" unreachable. Scroll the body instead and keep the buttons pinned.
+        */
+        max-height: 62vh;
+        overflow-y: auto;
       }
 
       .progress-section {
@@ -207,6 +320,29 @@ import { ClientsService } from 'app/clients/clients.service';
         text-align: center;
       }
 
+      .list-as-of {
+        font-size: 12px;
+        color: #374151;
+        text-align: center;
+        margin: 4px 0 0;
+      }
+
+      .sanctions-lists {
+        display: inline-block;
+        margin-top: 4px;
+        font-size: 12px;
+        color: #6b7280;
+      }
+
+      .regulatory-note {
+        font-size: 11px;
+        color: #9ca3af;
+        line-height: 1.5;
+        text-align: center;
+        margin: 8px 0 0;
+        max-width: 420px;
+      }
+
       .approve-card {
         display: flex;
         flex-direction: column;
@@ -444,8 +580,6 @@ import { ClientsService } from 'app/clients/clients.service';
 
       .match-list {
         width: 100%;
-        max-height: unset;
-        overflow: visible;
         margin: 8px 0;
       }
 
@@ -486,6 +620,84 @@ import { ClientsService } from 'app/clients/clients.service';
         margin-top: 4px;
       }
 
+      .compare-header {
+        display: flex;
+        align-items: center;
+        gap: 6px;
+        width: 100%;
+        font-size: 12px;
+        font-weight: 700;
+        letter-spacing: 0.4px;
+        text-transform: uppercase;
+        color: #6b7280;
+        margin-top: 4px;
+      }
+
+      .applicant-card {
+        width: 100%;
+        background: #eff6ff;
+        border: 1px solid #bfdbfe;
+        border-left: 4px solid #1074b9;
+        border-radius: 4px;
+        padding: 8px 12px;
+      }
+
+      .applicant-label {
+        font-size: 11px;
+        font-weight: 700;
+        letter-spacing: 0.5px;
+        text-transform: uppercase;
+        color: #1074b9;
+      }
+
+      .applicant-values {
+        display: flex;
+        flex-wrap: wrap;
+        gap: 12px;
+        font-size: 12px;
+        color: #374151;
+        margin-top: 2px;
+      }
+
+      .reason-form {
+        width: 100%;
+        display: flex;
+        flex-direction: column;
+        gap: 4px;
+      }
+
+      .reason-label {
+        font-size: 12px;
+        font-weight: 600;
+        color: #374151;
+      }
+
+      .reason-input {
+        width: 100%;
+        box-sizing: border-box;
+        font-family: inherit;
+        font-size: 13px;
+        padding: 8px 10px;
+        border: 1px solid #d1d5db;
+        border-radius: 4px;
+        resize: vertical;
+      }
+
+      .reason-input:focus {
+        outline: none;
+        border-color: #1074b9;
+      }
+
+      .reason-hint {
+        font-size: 11px;
+        color: #9ca3af;
+      }
+
+      .reason-error {
+        color: #dc2626;
+        font-weight: 600;
+      }
+
       .block-msg {
         font-size: 14px;
         font-weight: 600;
@@ -500,11 +712,15 @@ import { ClientsService } from 'app/clients/clients.service';
 
       mat-dialog-actions {
         padding: 8px 24px 16px;
+        /* Sits below a scrolling body, so mark it off clearly as the fixed action row. */
+        border-top: 1px solid #e5e7eb;
+        gap: 8px;
       }
     `
   ],
   imports: [
     CommonModule,
+    FormsModule,
     MatDialogModule,
     MatProgressBarModule,
     MatButtonModule,
@@ -513,10 +729,13 @@ import { ClientsService } from 'app/clients/clients.service';
 })
 export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
   private dialogRef = inject(MatDialogRef<SanctionsVerifyDialogComponent>);
-  private data: { name: string } = inject(MAT_DIALOG_DATA);
+  private data: { name: string; dateOfBirth?: string; nationality?: string } = inject(MAT_DIALOG_DATA);
   private clientsService = inject(ClientsService);
 
   clientName = '';
+  /** Applicant's own identifiers, shown beside the listed particulars for comparison. */
+  applicantDob = '';
+  applicantNationality = '';
   verifying = true;
   matchFound = false;
   matchCount = 0;
@@ -524,14 +743,39 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
   errorOccurred = false;
   errorMessage = '';
   screeningLogId: number | null = null;
+  listDataAsOf: string | null = null;
+
+  /** Disposition capture — a hit must be closed out, not merely acknowledged. */
+  showReasonForm = false;
+  pendingDisposition: 'FALSE_POSITIVE' | 'CONFIRMED_MATCH' | null = null;
+  dispositionReason = '';
+  reasonTouched = false;
+  savingDisposition = false;
+  dispositionError = '';
+
+  /** Mirrors the backend's minimum: an unexplained assessment is not a review. */
+  get reasonValid(): boolean {
+    return this.dispositionReason.trim().length >= 10;
+  }
+
+  /**
+   * Cites the direction actually in force. Chapter IX ("Requirements/obligations under International
+   * Agreements") is the clause that puts the UNSC lists in scope, and the 2025 Directions superseded
+   * the older Master Direction this screen used to name.
+   */
+  regulatoryBasis =
+    'Screened under Section 51-A of the Unlawful Activities (Prevention) Act, 1967 and Chapter IX of the ' +
+    'RBI Know Your Customer Directions, 2025 (amended as on December 29, 2025).';
 
   screenedDate = new Date().toLocaleDateString('en-IN', { day: '2-digit', month: 'short', year: 'numeric' });
   progressValue = 0;
   currentStep = 0;
+  // Steps describe the screening that actually runs against the UNSC consolidated list; there is no
+  // FIU-IND lookup behind this call, so it is no longer claimed here.
   progressSteps = [
     { label: 'Connecting to UN Security Council database...', icon: 'globe' as any },
     { label: 'Screening name against consolidated list...', icon: 'search' as any },
-    { label: 'Cross-checking FIU-IND records...', icon: 'database' as any },
+    { label: 'Cross-checking listed aliases and entities...', icon: 'database' as any },
     { label: 'Analyzing results...', icon: 'chart-bar' as any }
   ];
 
@@ -542,6 +786,8 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
 
   ngOnInit() {
     this.clientName = this.data?.name || '';
+    this.applicantDob = this.data?.dateOfBirth || '';
+    this.applicantNationality = this.data?.nationality || '';
     this.dialogRef.disableClose = true;
 
     // Start API call immediately
@@ -549,6 +795,9 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
       next: (result: any) => {
         this.apiResult = result;
         this.apiDone = true;
+        // Surfaced while the screening is still running, so the operator can see which snapshot of
+        // the UNSC list the check is being made against rather than only learning it afterwards.
+        this.listDataAsOf = this.formatListDate(result?.listDataAsOf);
       },
       error: (err: any) => {
         this.apiError = err;
@@ -624,6 +873,7 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
           'Unable to connect to sanctions screening service.';
       } else {
         this.screeningLogId = this.apiResult?.screeningLogId || null;
+        this.listDataAsOf = this.formatListDate(this.apiResult?.listDataAsOf);
         if (this.apiResult?.matchFound) {
           this.matchFound = true;
           this.matchCount = this.apiResult.matchCount || 0;
@@ -633,10 +883,73 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
     }, 400);
   }
 
+  /** Formats the date the UNSC snapshot was loaded; null when the backend did not report one. */
+  private formatListDate(value: string | null | undefined): string | null {
+    if (!value) {
+      return null;
+    }
+    const parsed = new Date(value);
+    if (isNaN(parsed.getTime())) {
+      return null;
+    }
+    return parsed.toLocaleDateString('en-IN', { day: '2-digit', month: 'short', year: 'numeric' });
+  }
+
   ngOnDestroy() {
     clearInterval(this.progressTimer);
   }
 
+  startDisposition(disposition: 'FALSE_POSITIVE' | 'CONFIRMED_MATCH') {
+    this.pendingDisposition = disposition;
+    this.showReasonForm = true;
+    this.reasonTouched = false;
+    this.dispositionError = '';
+  }
+
+  cancelDisposition() {
+    this.showReasonForm = false;
+    this.pendingDisposition = null;
+    this.dispositionReason = '';
+    this.dispositionError = '';
+  }
+
+  submitDisposition() {
+    this.reasonTouched = true;
+    if (!this.reasonValid || !this.pendingDisposition) {
+      return;
+    }
+    // Without a log id there is nothing to attach the assessment to — close as a plain block
+    // rather than silently discarding the officer's reasoning.
+    if (!this.screeningLogId) {
+      this.dispositionError = 'Screening reference missing — re-run the check before recording an outcome.';
+      return;
+    }
+
+    this.savingDisposition = true;
+    this.clientsService
+      .recordSanctionsDisposition(this.screeningLogId, this.pendingDisposition, this.dispositionReason.trim())
+      .subscribe({
+        next: () => {
+          this.savingDisposition = false;
+          // Both outcomes keep the client blocked. A false positive only takes effect once the
+          // Principal Officer approves it from the Sanctions Logs screen.
+          this.dialogRef.close({
+            verified: false,
+            screeningLogId: this.screeningLogId,
+            disposition: this.pendingDisposition
+          });
+        },
+        error: (err: any) => {
+          this.savingDisposition = false;
+          this.dispositionError =
+            err?.error?.defaultUserMessage ||
+            err?.error?.message ||
+            err?.message ||
+            'Could not save the review outcome.';
+        }
+      });
+  }
+
   close(verified: boolean) {
     this.dialogRef.close({ verified, screeningLogId: this.screeningLogId });
   }

src/app/clients/client-stepper/client-india-address-step/client-india-address-step.component.html

@@ -122,8 +122,41 @@
         }
 
         <div class="addr-proof-field">
-          <label class="addr-proof-label"><mat-icon>description</mat-icon> Document type</label>
-          <div class="addr-chip-wrap" [class.addr-chip-wrap--locked]="readOnly">
+          <div
+            class="addr-proof-label-row"
+            style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 8px"
+          >
+            <label class="addr-proof-label" style="margin-bottom: 0"
+              ><mat-icon>description</mat-icon> Document type</label
+            >
+            @if (isAddressProofLinkedToKyc && !readOnly) {
+              <div
+                class="addr-proof-linked-note"
+                style="
+                  display: flex;
+                  align-items: center;
+                  gap: 8px;
+                  color: #059669;
+                  font-size: 0.85rem;
+                  background: #ecfdf5;
+                  padding: 4px 12px;
+                  border-radius: 16px;
+                "
+              >
+                <mat-icon style="font-size: 16px; width: 16px; height: 16px">link</mat-icon>
+                Automatically linked from KYC step
+                <button
+                  mat-icon-button
+                  (click)="unlinkAddressProof()"
+                  matTooltip="Provide a different address proof"
+                  style="width: 24px; height: 24px; padding: 0; line-height: 24px"
+                >
+                  <mat-icon style="font-size: 16px; color: #047857">edit</mat-icon>
+                </button>
+              </div>
+            }
+          </div>
+          <div class="addr-chip-wrap" [class.addr-chip-wrap--locked]="readOnly || isAddressProofLinkedToKyc">
             @for (group of addressGroups; track group.label; let last = $last) {
               <div class="addr-chip-group-label"><mat-icon>folder_open</mat-icon> {{ group.label }}</div>
               <div class="addr-chip-grid">
@@ -131,11 +164,11 @@
                   <span
                     class="addr-chip"
                     [class.addr-chip--sel]="isAddrProofSelected(p)"
-                    [class.addr-chip--locked]="readOnly && !isAddrProofSelected(p)"
-                    [attr.aria-disabled]="readOnly ? 'true' : null"
-                    (click)="readOnly ? null : selectAddrProof(p)"
-                    (keydown.enter)="readOnly ? null : selectAddrProof(p)"
-                    [attr.tabindex]="readOnly ? -1 : 0"
+                    [class.addr-chip--locked]="(readOnly || isAddressProofLinkedToKyc) && !isAddrProofSelected(p)"
+                    [attr.aria-disabled]="readOnly || isAddressProofLinkedToKyc ? 'true' : null"
+                    (click)="readOnly || isAddressProofLinkedToKyc ? null : selectAddrProof(p)"
+                    (keydown.enter)="readOnly || isAddressProofLinkedToKyc ? null : selectAddrProof(p)"
+                    [attr.tabindex]="readOnly || isAddressProofLinkedToKyc ? -1 : 0"
                     role="button"
                   >
                     <mat-icon class="addr-chip__icon">
@@ -167,14 +200,25 @@
               <input
                 matInput
                 formControlName="documentKey"
+                [readonly]="readOnly || isAddressProofLinkedToKyc"
                 [placeholder]="selectedAddrProof.documentKeyPlaceholder || ''"
               />
             </mat-form-field>
             @if (selectedAddrProof.requiresDate) {
               <mat-form-field appearance="outline" class="addr-ff">
                 <mat-label>Issue / bill date</mat-label>
-                <span matPrefix class="addr-prefix"><mat-icon>event</mat-icon></span>
-                <input matInput type="date" formControlName="issueDate" />
+                <input
+                  matInput
+                  [matDatepicker]="addrIssueDatePicker"
+                  formControlName="issueDate"
+                  [readonly]="readOnly || isAddressProofLinkedToKyc"
+                />
+                <mat-datepicker-toggle
+                  matSuffix
+                  [for]="addrIssueDatePicker"
+                  [disabled]="readOnly || isAddressProofLinkedToKyc"
+                ></mat-datepicker-toggle>
+                <mat-datepicker #addrIssueDatePicker></mat-datepicker>
               </mat-form-field>
             }
           </div>

src/app/clients/client-stepper/client-india-address-step/client-india-address-step.component.ts

@@ -15,9 +15,12 @@ import { MatCheckbox } from '@angular/material/checkbox';
 import { MatTabsModule } from '@angular/material/tabs';
 import { MatIcon } from '@angular/material/icon';
 import { MatIconButton, MatButton } from '@angular/material/button';
+import { MatDialog } from '@angular/material/dialog';
 import { ClientsService } from '../../clients.service';
 import { ProofType, normalizeProofType, groupProofsByCategory } from '../../shared/kyc-proof-types';
 import { KycUploadHelperService } from '../../shared/kyc-upload-helper.service';
+import { DocumentPreviewDialogComponent } from '../../shared/document-preview-dialog/document-preview-dialog.component';
+import { Dates } from 'app/core/utils/dates';
 
 @Component({
   selector: 'mifosx-client-india-address-step',
@@ -38,14 +41,36 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
   private http = inject(HttpClient);
   private clientsService = inject(ClientsService);
   private kycUpload = inject(KycUploadHelperService);
+  private dialog = inject(MatDialog);
+  private dates = inject(Dates);
 
   /** Client ID — when set, loads existing addresses for edit mode */
   @Input() clientId: string = '';
   /** Read-only mode — disables form editing until user clicks edit icon */
   @Input() readOnly = false;
+  /** Minor clients can't hold utility bills, bank statements or an adult-only OVD in their own
+   * name — restricts the address-proof picker to Aadhaar/Passport when true. */
+  @Input() isMinor = false;
+  /** Non-individual (entity) clients — hides personal OVDs (Aadhaar/Passport/DL/Voter ID/NREGA/
+   * NPR/Birth Certificate/School ID) from the proof-of-address picker; a company's registered
+   * office address is evidenced by utility bills, GST/rent documents etc., not a person's ID. */
+  @Input() isNonIndividual = false;
+  /** KYC form data passed down from the parent wizard so we can pre-fill address proof */
+  @Input() kycData: any;
+  /** KYC document code for robust matching */
+  @Input() kycDocCode: string | undefined;
+  /** KYC document files passed down to avoid re-uploading */
+  @Input() kycDocFiles: { front: File | null; back: File | null } | null = null;
+  /** Combined preview string for KYC document */
+  @Input() kycDocMergedPreview: string | null = null;
+  /** Existing server documents from KYC step (used in Edit mode) */
+  @Input() existingKycDocSides: { front: any | null; back: any | null } | null = null;
+  /** Identifier ID for existing server documents */
+  @Input() existingKycIdentifierId: string | null = null;
 
   activeTab = 0;
   sameAsPermanent = false;
+  isAddressProofLinkedToKyc = false;
 
   permanentForm: UntypedFormGroup = this.fb.group({
     addressLine1: [
@@ -228,6 +253,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
   /** Address type name → tab mapping for loading existing data */
   private typeToTab: Record<string, string> = {};
 
+  private existingAddressProofCheckComplete = false;
+
   ngOnInit(): void {
     this.loadProofTypes();
     if (this.clientId) {
@@ -235,14 +262,121 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
     }
   }
 
+  private findMatchingProof(targetName: string | undefined): any {
+    if (!targetName) return undefined;
+    const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
+    const n = cleanStr(targetName);
+    return this.addressProofs.find((p) => {
+      const pname = cleanStr(p.name);
+      return pname === n || n.includes(pname) || pname.includes(n);
+    });
+  }
+
+  private tryLinkKycData(): void {
+    if (!this.kycData || !this.kycData.kycDocumentName) return;
+
+    if (this.clientId && !this.existingAddressProofCheckComplete) return;
+
+    if (this.isAddressProofLinkedToKyc || !this.permanentForm.get('documentKey')?.value) {
+      let matchedProof = undefined;
+      if (this.kycDocCode) {
+        matchedProof = this.addressProofs.find((p) => p.code === this.kycDocCode);
+      }
+      if (!matchedProof) {
+        matchedProof = this.findMatchingProof(this.kycData.kycDocumentName);
+      }
+      if (matchedProof) {
+        this.isAddressProofLinkedToKyc = true;
+        this.selectAddrProof(matchedProof);
+        this.permanentForm.patchValue({
+          documentKey: this.kycData.kycDocumentNumber,
+          issueDate: this.kycData.kycDocIssueDate
+        });
+        this.currentForm.patchValue({
+          documentKey: this.kycData.kycDocumentNumber,
+          issueDate: this.kycData.kycDocIssueDate
+        });
+
+        // Sync uploaded images if they exist in KYC step
+        if (this.kycDocFiles && (this.kycDocFiles.front || this.kycDocFiles.back)) {
+          this.addrFiles = { front: this.kycDocFiles.front || null, back: this.kycDocFiles.back || null };
+          if (this.kycDocMergedPreview) {
+            this.addrMergedPreview = this.kycDocMergedPreview;
+          }
+        } else if (this.existingKycDocSides && (this.existingKycDocSides.front || this.existingKycDocSides.back)) {
+          this.existingAddressProofDocuments = [];
+          if (this.existingKycDocSides.front) this.existingAddressProofDocuments.push(this.existingKycDocSides.front);
+          if (this.existingKycDocSides.back) this.existingAddressProofDocuments.push(this.existingKycDocSides.back);
+          if (this.existingKycDocSides.front?.previewUrl) {
+            this.addrMergedPreview = this.existingKycDocSides.front.previewUrl;
+          } else if (this.existingKycDocSides.back?.previewUrl) {
+            this.addrMergedPreview = this.existingKycDocSides.back.previewUrl;
+          }
+          this.existingAddressProofIdentifierId = this.existingKycIdentifierId;
+        }
+      } else if (this.isAddressProofLinkedToKyc) {
+        // If it was linked but the KYC document changed to something not allowed for address (e.g. PAN for non-individuals), unlink.
+        this.unlinkAddressProof();
+      }
+    }
+  }
+
+  unlinkAddressProof(): void {
+    this.isAddressProofLinkedToKyc = false;
+    this.permanentForm.patchValue({ documentKey: '', issueDate: null });
+    this.currentForm.patchValue({ documentKey: '', issueDate: null });
+    this.addrFiles = { front: null, back: null };
+    this.addrMergedPreview = null;
+  }
+
+  /**
+   * Resets transient address-tab state for a brand-new client.
+   *
+   * This app's RouteReusableStrategy (core/route/route-reusable-strategy.ts) keeps this SAME
+   * component instance alive across repeat visits to /clients/create, so `ngOnInit` never
+   * re-runs for a second "create new client" session — the previous client's address forms,
+   * selected proof-of-address chip and uploaded files would otherwise leak into the new one.
+   * Called by CreateClientComponent.resetForNewClient() whenever a fresh create session begins.
+   */
+  resetForNewClient(): void {
+    this.permanentForm.reset({ country: 'India' });
+    this.currentForm.reset({ country: 'India' });
+    this.officeForm.reset({ country: 'India' });
+    this.correspondenceForm.reset({ country: 'India' });
+    this.activeTab = 0;
+    this.sameAsPermanent = false;
+    this.pinStatus = {
+      permanent: { loading: false, found: false, error: false, message: '' },
+      current: { loading: false, found: false, error: false, message: '' },
+      office: { loading: false, found: false, error: false, message: '' },
+      correspondence: { loading: false, found: false, error: false, message: '' }
+    };
+    this.localityOptions = { permanent: [], current: [], office: [], correspondence: [] };
+    this.selectedAddrProof = null;
+    this.addrFiles = { front: null, back: null };
+    this.addrMergedFile = null;
+    this.addrMergedPreview = null;
+    this.existingAddressProofIdentifierId = null;
+    this.existingAddressProofDocuments = [];
+    this.addressLoaded = false;
+    this.existingAddressProofCheckComplete = false;
+    // Re-fetch rather than re-filter `addressProofs` in place — if the previous session's
+    // isMinor filtering already reduced it (e.g. down to Aadhaar/Passport only), filtering
+    // that reduced list again can never recover the items it already removed.
+    this.loadProofTypes();
+  }
+
   private loadProofTypes(): void {
     this.loadingProofs = true;
     this.clientsService.getKycProofTypes().subscribe({
       next: (res: any) => {
         const activeFilter = (p: any) => p?.active !== false;
-        this.addressProofs = (res?.addressProofs || []).filter(activeFilter).map(normalizeProofType);
+        this.addressProofs = this.filterAddressProofsForNonIndividual(
+          this.filterAddressProofsForMinor((res?.addressProofs || []).filter(activeFilter).map(normalizeProofType))
+        );
         this.addressGroups = groupProofsByCategory(this.addressProofs);
         this.loadingProofs = false;
+        this.tryLinkKycData();
       },
       error: () => {
         this.loadingProofs = false;
@@ -250,6 +384,41 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
     });
   }
 
+  /** Minors don't hold utility bills, bank statements, rent agreements, property tax receipts,
+   * employer letters or pension orders in their own name, and Voter ID/Driving Licence both
+   * require adult age — Aadhaar and Passport are the only OVDs left for proof of address. */
+  private static readonly MINOR_ELIGIBLE_ADDRESS_PROOF_CODES = new Set([
+    'AADHAAR',
+    'PASSPORT'
+  ]);
+
+  private filterAddressProofsForMinor(proofs: ProofType[]): ProofType[] {
+    if (!this.isMinor) return proofs;
+    return proofs.filter((p) =>
+      ClientIndiaAddressStepComponent.MINOR_ELIGIBLE_ADDRESS_PROOF_CODES.has((p.code || '').toUpperCase())
+    );
+  }
+
+  /** Personal OVDs — not valid proof of a registered office/entity address. */
+  private static readonly NON_INDIVIDUAL_EXCLUDED_ADDRESS_PROOF_CODES = new Set([
+    'AADHAAR',
+    'PASSPORT',
+    'VOTER_ID',
+    'DRIVING_LICENSE',
+    'NREGA_JOB_CARD',
+    'NPR_LETTER',
+    'BIRTH_CERTIFICATE',
+    'SCHOOL_ID_CARD'
+  ]);
+
+  private filterAddressProofsForNonIndividual(proofs: ProofType[]): ProofType[] {
+    if (!this.isNonIndividual) return proofs;
+    return proofs.filter(
+      (p) =>
+        !ClientIndiaAddressStepComponent.NON_INDIVIDUAL_EXCLUDED_ADDRESS_PROOF_CODES.has((p.code || '').toUpperCase())
+    );
+  }
+
   selectAddrProof(proof: ProofType): void {
     this.selectedAddrProof = proof;
     this.permanentForm.get('proofId')?.setValue(proof.id);
@@ -330,16 +499,28 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
         files.push({ slot: 'Back', file: this.addrFiles.back });
       }
     }
+    const rawIssueDate = this.permanentForm.get('issueDate')?.value;
     return {
       proof: this.selectedAddrProof,
       proofId: this.permanentForm.get('proofId')?.value || '',
       documentKey: this.permanentForm.get('documentKey')?.value || '',
-      issueDate: this.permanentForm.get('issueDate')?.value || '',
+      issueDate: rawIssueDate ? this.dates.getDate(rawIssueDate) : '',
       files
     };
   }
 
   ngOnChanges(changes: SimpleChanges): void {
+    if (changes['kycData'] || changes['existingKycDocSides']) {
+      this.tryLinkKycData();
+    }
+    if (changes['existingKycIdentifierId']) {
+      if (
+        this.existingAddressProofIdentifierId &&
+        this.existingAddressProofIdentifierId === this.existingKycIdentifierId
+      ) {
+        this.isAddressProofLinkedToKyc = true;
+      }
+    }
     if (changes['readOnly']) {
       const forms = [
         this.permanentForm,
@@ -355,6 +536,25 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
         }
       }
     }
+    if (changes['isMinor'] && !changes['isMinor'].firstChange && this.addressProofs.length) {
+      const filtered = this.filterAddressProofsForMinor(this.addressProofs);
+      if (filtered.length !== this.addressProofs.length) {
+        this.addressProofs = filtered;
+        this.addressGroups = groupProofsByCategory(this.addressProofs);
+        if (this.selectedAddrProof && !filtered.some((p) => p.id === this.selectedAddrProof?.id)) {
+          this.selectedAddrProof = null;
+          this.permanentForm.get('proofId')?.setValue('');
+        }
+      }
+    }
+    // Legal form toggled on an already-initialized instance — re-fetch rather than filter
+    // `addressProofs` in place, since the non-individual filter only ever removes entries and
+    // toggling back to individual could never recover what a prior pass had stripped out.
+    if (changes['isNonIndividual'] && !changes['isNonIndividual'].firstChange) {
+      this.selectedAddrProof = null;
+      this.permanentForm.get('proofId')?.setValue('');
+      this.loadProofTypes();
+    }
   }
 
   /**
@@ -439,32 +639,38 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
     }
     this.clientsService.getClientIdentifiers(this.clientId).subscribe({
       next: (identifiers: any[]) => {
-        if (!identifiers || identifiers.length === 0) return;
-        const proofNames = new Set(this.addressProofs.map((p) => p.name?.toLowerCase()).filter(Boolean));
-        const identifier = identifiers.find((i: any) => {
-          const n = i?.documentType?.name?.toLowerCase();
-          return n && proofNames.has(n);
-        });
-        if (!identifier?.id) return;
+        if (!identifiers || identifiers.length === 0) {
+          this.existingAddressProofCheckComplete = true;
+          this.tryLinkKycData();
+          return;
+        }
+        const identifier = identifiers.find((i: any) => this.findMatchingProof(i?.documentType?.name));
+        if (!identifier?.id) {
+          this.existingAddressProofCheckComplete = true;
+          this.tryLinkKycData();
+          return;
+        }
 
+        this.existingAddressProofCheckComplete = true;
         this.existingAddressProofIdentifierId = identifier.id.toString();
+        if (this.existingKycIdentifierId && this.existingKycIdentifierId === this.existingAddressProofIdentifierId) {
+          this.isAddressProofLinkedToKyc = true;
+        }
         // Restore selected chip + form values
-        const matchedProof = this.addressProofs.find(
-          (p) => p.name?.toLowerCase() === identifier.documentType?.name?.toLowerCase()
-        );
+        const matchedProof = this.findMatchingProof(identifier.documentType?.name);
         if (matchedProof) {
           this.selectedAddrProof = matchedProof;
           this.permanentForm.patchValue({
             proofId: matchedProof.id,
             documentKey: identifier.documentKey || ''
           });
-          // The description carries `Issue date: dd/mm/yyyy` when set on create (see
+          // The description carries `Issue date: yyyy-MM-dd` when set on create (see
           // create-client.saveAddressProof) — pull it out so the form's issueDate field
           // shows what was previously entered.
           const desc: string = identifier.description || '';
           const issueMatch = desc.match(/Issue date:\s*(.+)$/i);
           if (issueMatch) {
-            this.permanentForm.patchValue({ issueDate: issueMatch[1].trim() });
+            this.permanentForm.patchValue({ issueDate: this.dates.parseDate(issueMatch[1].trim()) });
           }
         }
 
@@ -566,33 +772,17 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
     });
   }
 
-  /**
-   * Open the saved address proof in a new browser tab.
-   *
-   * For images we already hold a base64 data URL in `previewUrl` from
-   * `loadExistingAddressProof`, so we can hand it straight to `window.open`.
-   * For PDFs / other types we need to fetch the binary blob and create a
-   * temporary object URL so the browser's PDF viewer can render it.
-   */
+  /** Open the saved address proof in an in-app preview dialog. */
   viewExistingAddressProof(): void {
     if (!this.existingAddressProofIdentifierId || this.existingAddressProofDocuments.length === 0) {
       return;
     }
     const doc = this.existingAddressProofDocuments[0];
-    if (doc.previewUrl) {
-      window.open(doc.previewUrl, '_blank', 'noopener');
-      return;
-    }
     this.clientsService.downloadClientIdentificationDocument(this.existingAddressProofIdentifierId, doc.id).subscribe({
-      next: (blob: Blob) => {
-        const url = URL.createObjectURL(blob);
-        const w = window.open(url, '_blank', 'noopener');
-        // Revoke after the tab has had time to load — browsers vary, so
-        // err on the side of a generous wait.
-        if (w) {
-          setTimeout(() => URL.revokeObjectURL(url), 60_000);
-        }
-      },
+      next: (blob: Blob) =>
+        this.dialog.open(DocumentPreviewDialogComponent, {
+          data: { blob, title: doc.fileName || doc.name, fileName: doc.fileName || doc.name }
+        }),
       error: () => {
         // Silent fail — UI shows the saved name so user knows it exists.
       }

src/app/clients/client-stepper/client-kyc-step/client-kyc-step.component.scss

@@ -36,6 +36,20 @@
     letter-spacing: 0.4px;
     text-transform: uppercase;
   }
+
+  /* Same chip, muted — says "you may" where the red one says "you must". */
+  .section-optional-tag {
+    margin-left: 6px;
+    padding: 2px 9px;
+    border-radius: 999px;
+    background: #f1f5f9;
+    color: #475569;
+    border: 1px solid #e2e8f0;
+    font-size: 10px;
+    font-weight: 700;
+    letter-spacing: 0.4px;
+    text-transform: uppercase;
+  }
 }
 
 .kyc-badge {
@@ -266,6 +280,23 @@
   gap: 6px;
 }
 
+.change-number-btn {
+  font-size: 12px !important;
+  font-weight: 600 !important;
+  padding: 0 14px !important;
+  height: 36px !important;
+  border-radius: 6px !important;
+  display: flex;
+  align-items: center;
+  gap: 6px;
+
+  mat-icon {
+    font-size: 16px;
+    width: 16px;
+    height: 16px;
+  }
+}
+
 .verify-chip {
   display: inline-flex;
   align-items: center;
@@ -287,6 +318,234 @@
     color: #059669;
     border: 1px solid #a7f3d0;
   }
+
+  // Not verified, but covered by a declaration — deliberately amber rather than green so it never
+  // reads as a passing check.
+  &.declared {
+    background: #fffbeb;
+    color: #b45309;
+    border: 1px solid #fcd34d;
+  }
+
+  // Recorded but unconfirmed by the registry. Neutral blue rather than green or red: nothing failed
+  // and nothing passed, so it must not read as either.
+  &.unconfirmed {
+    background: #eff6ff;
+    color: #1d4ed8;
+    border: 1px solid #bfdbfe;
+  }
+}
+
+// ── CIN saved but not confirmed by MCA ─────────────────────────────────────
+.cin-unconfirmed-note {
+  display: flex;
+  align-items: flex-start;
+  gap: 8px;
+  margin: -4px 0 12px;
+  padding: 10px 12px;
+  border-radius: 8px;
+  background: #eff6ff;
+  border: 1px solid #bfdbfe;
+  color: #1e40af;
+  font-size: 12.5px;
+  line-height: 1.45;
+}
+
+.cin-unconfirmed-note__icon {
+  margin-top: 1px;
+  flex-shrink: 0;
+}
+
+// ── PAN declaration summary ────────────────────────────────────────────────
+.pan-decl-card {
+  margin: -4px 0 16px;
+  padding: 12px 14px;
+  border: 1px solid #fcd34d;
+  border-radius: 8px;
+  background: #fffbeb;
+}
+
+.pan-decl-card__head {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-bottom: 10px;
+}
+
+.pan-decl-card__icon {
+  color: #b45309;
+  font-size: 18px;
+  width: 18px;
+  height: 18px;
+}
+
+.pan-decl-card__title {
+  font-size: 13px;
+  font-weight: 600;
+  color: #92400e;
+}
+
+.pan-decl-card__date {
+  margin-left: auto;
+  font-size: 11px;
+  color: #b45309;
+}
+
+.pan-decl-card__rows {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+}
+
+.pan-decl-card__row {
+  display: grid;
+  grid-template-columns: 130px 1fr;
+  gap: 10px;
+  font-size: 12.5px;
+
+  .k {
+    color: #92400e;
+    font-weight: 500;
+  }
+
+  .v {
+    color: #451a03;
+    word-break: break-word;
+
+    &.strong {
+      font-weight: 600;
+    }
+  }
+}
+
+.pan-decl-card__note {
+  margin-top: 10px;
+  padding-top: 8px;
+  border-top: 1px solid #fde68a;
+  font-size: 11.5px;
+  line-height: 1.5;
+  color: #b45309;
+}
+
+.pan-decl-card__actions {
+  display: flex;
+  gap: 8px;
+  margin-top: 10px;
+
+  .danger {
+    color: #b91c1c;
+  }
+}
+
+// ── Aadhaar enrolment receipt ──────────────────────────────────────────────
+// Blue rather than the declaration's amber: nothing has failed here, the customer simply does not
+// hold the document yet.
+.aad-rcpt-offer {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  flex-wrap: wrap;
+  margin: -4px 0 16px;
+  padding: 10px 14px;
+  border: 1px solid #bfdbfe;
+  border-radius: 8px;
+  background: #eff6ff;
+  font-size: 12.5px;
+  color: #1e40af;
+
+  mat-icon {
+    color: #2563eb;
+    font-size: 18px;
+    width: 18px;
+    height: 18px;
+  }
+
+  button {
+    margin-left: auto;
+    color: #1d4ed8 !important;
+    border-color: #bfdbfe !important;
+  }
+}
+
+.aad-rcpt-card {
+  margin: -4px 0 16px;
+  padding: 12px 14px;
+  border: 1px solid #bfdbfe;
+  border-radius: 8px;
+  background: #eff6ff;
+}
+
+.aad-rcpt-card__head {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-bottom: 10px;
+}
+
+.aad-rcpt-card__icon {
+  color: #2563eb;
+  font-size: 18px;
+  width: 18px;
+  height: 18px;
+}
+
+.aad-rcpt-card__title {
+  font-size: 13px;
+  font-weight: 600;
+  color: #1e3a8a;
+}
+
+.aad-rcpt-card__date {
+  margin-left: auto;
+  font-size: 11px;
+  color: #2563eb;
+}
+
+.aad-rcpt-card__rows {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+}
+
+.aad-rcpt-card__row {
+  display: grid;
+  grid-template-columns: 130px 1fr;
+  gap: 10px;
+  font-size: 12.5px;
+
+  .k {
+    color: #1e40af;
+    font-weight: 500;
+  }
+
+  .v {
+    color: #0f172a;
+    word-break: break-word;
+
+    &.mono {
+      font-family: monospace;
+      letter-spacing: 0.02em;
+    }
+  }
+}
+
+.aad-rcpt-card__note {
+  margin-top: 10px;
+  padding-top: 8px;
+  border-top: 1px solid #bfdbfe;
+  font-size: 11.5px;
+  line-height: 1.5;
+  color: #2563eb;
+}
+
+.aad-rcpt-card__actions {
+  display: flex;
+  gap: 8px;
+  margin-top: 10px;
+
+  .danger {
+    color: #b91c1c;
+  }
 }
 
 .verify-icon-ok {
@@ -297,8 +556,24 @@
 .toggle-vis-btn {
   width: 28px !important;
   height: 28px !important;
+  padding: 0 !important;
   font-size: 13px !important;
   color: #64748b;
+
+  /* Material reserves a 48x48 invisible touch-target + ripple around every
+     mat-icon-button by default. Shrinking the button to 28px above doesn't
+     shrink that touch-target/ripple with it, so — since the suffix
+     container doesn't clip overflow — it visually spills out past the
+     field's own border, making the icon look misplaced/half-outside the box. */
+  ::ng-deep .mat-mdc-button-touch-target {
+    width: 28px !important;
+    height: 28px !important;
+  }
+
+  ::ng-deep .mat-mdc-button-persistent-ripple,
+  ::ng-deep .mat-ripple {
+    border-radius: 50%;
+  }
 }
 
 /* Verification Info Banner */
@@ -992,6 +1267,12 @@
   display: grid;
   grid-template-columns: 1fr 1fr;
   gap: 16px;
+
+  /* Entity clients get the photograph box only, so it keeps a card's width instead of
+     stretching across the whole step where the signature box used to sit beside it. */
+  &--single {
+    grid-template-columns: minmax(0, 420px);
+  }
 }
 
 .upload-box {
@@ -1057,9 +1338,17 @@
     color: #94a3b8;
   }
 
+  &__btn-row {
+    display: flex;
+    flex-wrap: wrap;
+    justify-content: center;
+    gap: 8px;
+  }
+
   &__btn {
     display: inline-flex;
     align-items: center;
+    gap: 6px;
     padding: 6px 16px;
     background: #fff;
     border: 1px solid #d0d5dd;
@@ -1074,6 +1363,10 @@
       border-color: #1353a0;
       color: #1353a0;
     }
+
+    &--secondary {
+      background: #f8fafc;
+    }
   }
 
   &__status {
@@ -2228,3 +2521,516 @@
     width: 95px;
   }
 }
+
+.override-checkbox-wrapper {
+  margin-bottom: 8px;
+}
+
+.risk-auto-calc-info {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 12px 16px;
+  border-radius: 8px;
+  font-size: 13px;
+  font-weight: 500;
+  margin-top: -8px;
+  margin-bottom: 12px;
+  border: 1px solid transparent;
+
+  .info-icon {
+    font-size: 18px !important;
+    width: 18px;
+    height: 18px;
+    flex-shrink: 0;
+  }
+
+  .info-text strong {
+    font-weight: 600;
+  }
+
+  &--low {
+    background: #ecfdf5;
+    color: #065f46;
+    border-color: #a7f3d0;
+
+    .info-icon {
+      color: #10b981;
+    }
+  }
+
+  &--medium {
+    background: #fffbeb;
+    color: #92400e;
+    border-color: #fde68a;
+
+    .info-icon {
+      color: #f59e0b;
+    }
+  }
+
+  &--high {
+    background: #fef2f2;
+    color: #991b1b;
+    border-color: #fecaca;
+
+    .info-icon {
+      color: #ef4444;
+    }
+  }
+}
+
+.risk-rules-toggle-wrapper {
+  margin-top: 4px;
+  margin-bottom: 12px;
+
+  .rules-toggle-btn {
+    font-size: 13px;
+    font-weight: 600;
+    color: #1e6bb8;
+    display: inline-flex;
+    align-items: center;
+    gap: 6px;
+    padding: 6px 12px;
+    border-radius: 20px;
+    transition: all 0.2s ease-in-out;
+    background: #f1f5f9;
+
+    &:hover {
+      background: #e2e8f0;
+      color: #0f172a;
+    }
+  }
+}
+
+.risk-rules-card {
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  padding: 16px;
+  margin-bottom: 16px;
+  box-shadow: 0 1px 3px rgb(0 0 0 / 5%);
+}
+
+.risk-rules-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 13px;
+  text-align: left;
+
+  th {
+    padding: 10px 12px;
+    font-weight: 600;
+    color: #475569;
+    border-bottom: 2px solid #cbd5e1;
+    background: #f8fafc;
+    font-size: 11px;
+    text-transform: uppercase;
+    letter-spacing: 0.5px;
+  }
+
+  td {
+    padding: 12px;
+    border-bottom: 1px solid #e2e8f0;
+    color: #334155;
+    vertical-align: top;
+    line-height: 1.5;
+  }
+
+  tr:last-child td {
+    border-bottom: none;
+  }
+
+  .rule-row {
+    transition: background 0.15s ease-in-out;
+
+    &:hover {
+      background: #f8fafc;
+    }
+  }
+
+  .risk-badge {
+    display: inline-block;
+    padding: 4px 10px;
+    border-radius: 12px;
+    font-size: 11px;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.3px;
+    text-align: center;
+    width: 80px;
+
+    &--high {
+      background: #fef2f2;
+      color: #dc2626;
+      border: 1px solid #fecaca;
+    }
+
+    &--medium {
+      background: #fffbeb;
+      color: #d97706;
+      border: 1px solid #fde68a;
+    }
+
+    &--low {
+      background: #ecfdf5;
+      color: #16a34a;
+      border: 1px solid #a7f3d0;
+    }
+  }
+}
+
+/* The name and DOB that PAN / Aadhaar are matched against, surfaced from the General tab so a
+   mismatch is visible before the check runs rather than only after it fails. */
+.identity-basis {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  padding: 11px 14px;
+  margin-bottom: 4px;
+  border: 1px solid #bfdbfe;
+  border-radius: 8px;
+  background: #eff6ff;
+}
+
+.identity-basis--incomplete {
+  border-color: #fdba74;
+  background: #fff7ed;
+}
+
+.identity-basis__icon {
+  flex: 0 0 auto;
+  font-size: 20px;
+  width: 20px;
+  height: 20px;
+  color: #1d4ed8;
+
+  .identity-basis--incomplete & {
+    color: #c2410c;
+  }
+}
+
+.identity-basis__body {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  min-width: 0;
+}
+
+.identity-basis__legend {
+  font-size: 10.5px;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.05em;
+  color: #64748b;
+}
+
+.identity-basis__pairs {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px 24px;
+}
+
+.identity-basis__pair {
+  display: flex;
+  align-items: baseline;
+  gap: 7px;
+}
+
+.identity-basis__k {
+  font-size: 11px;
+  font-weight: 600;
+  color: #64748b;
+}
+
+.identity-basis__v {
+  font-size: 13.5px;
+  font-weight: 600;
+  color: #1e293b;
+}
+
+.identity-basis__hint {
+  font-size: 11.5px;
+  color: #64748b;
+  line-height: 1.45;
+}
+
+.identity-basis__warn {
+  font-size: 11.5px;
+  font-weight: 600;
+  color: #c2410c;
+  line-height: 1.45;
+}
+
+/* ═══════════════════════════════════════════════════════════════
+   PAN ↔ Aadhaar premium status card
+   ─── Replaces the legacy table-row treatment. Dark gradient with
+        offset glow circles, large gradient icon, and a state-driven
+        accent (green / red / blue / amber).
+   ═══════════════════════════════════════════════════════════════ */
+.pal-card {
+  margin-top: 16px;
+  width: 100%;
+  min-height: 88px;
+  padding: 14px 18px 30px;
+  border-radius: 18px;
+  position: relative;
+  overflow: hidden;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  background: linear-gradient(135deg, #111827, #0f172a);
+  border: 1px solid rgb(255 255 255 / 8%);
+  box-shadow:
+    0 12px 32px rgb(0 0 0 / 35%),
+    inset 0 1px 1px rgb(255 255 255 / 5%);
+  font-family: Inter, 'Segoe UI', Roboto, sans-serif;
+
+  /* Decorative glows — colors swap with the state variant */
+  &::before {
+    content: '';
+    position: absolute;
+    width: 180px;
+    height: 180px;
+    background: #2563eb;
+    border-radius: 50%;
+    top: -110px;
+    right: -70px;
+    opacity: 0.18;
+    pointer-events: none;
+  }
+
+  &::after {
+    content: '';
+    position: absolute;
+    width: 120px;
+    height: 120px;
+    background: #22c55e;
+    border-radius: 50%;
+    bottom: -70px;
+    left: -50px;
+    opacity: 0.12;
+    pointer-events: none;
+  }
+
+  &__left {
+    display: flex;
+    align-items: center;
+    gap: 14px;
+    z-index: 2;
+  }
+
+  &__icon {
+    width: 54px;
+    height: 54px;
+    border-radius: 16px;
+    background: linear-gradient(145deg, #2563eb, #06b6d4);
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    color: #fff;
+    font-size: 22px;
+    position: relative;
+    box-shadow: 0 10px 20px rgb(37 99 235 / 35%);
+    flex-shrink: 0;
+
+    mat-icon {
+      font-size: 26px;
+      width: 26px;
+      height: 26px;
+    }
+
+    &::before {
+      content: '';
+      position: absolute;
+      inset: 0;
+      border-radius: 16px;
+      border: 1px solid rgb(255 255 255 / 20%);
+    }
+  }
+
+  &__txt {
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+  }
+
+  &__small {
+    font-size: 10.5px;
+    color: #94a3b8;
+    letter-spacing: 0.1em;
+    text-transform: uppercase;
+    font-weight: 700;
+  }
+
+  &__title {
+    color: #fff;
+    font-size: 17px;
+    font-weight: 700;
+    line-height: 1.1;
+  }
+
+  &__status {
+    display: inline-flex;
+    align-items: center;
+    gap: 6px;
+    margin-top: 4px;
+    padding: 4px 11px;
+    border-radius: 50px;
+    background: rgb(34 197 94 / 12%);
+    border: 1px solid rgb(74 222 128 / 25%);
+    color: #4ade80;
+    font-size: 11.5px;
+    font-weight: 600;
+    backdrop-filter: blur(5px);
+    width: fit-content;
+
+    mat-icon {
+      font-size: 13px;
+      width: 13px;
+      height: 13px;
+    }
+  }
+
+  &__badge {
+    z-index: 2;
+    width: 42px;
+    height: 42px;
+    border-radius: 50%;
+    background: linear-gradient(135deg, #22c55e, #16a34a);
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    color: #fff;
+    box-shadow: 0 0 18px rgb(34 197 94 / 45%);
+    flex-shrink: 0;
+
+    mat-icon {
+      font-size: 20px;
+      width: 20px;
+      height: 20px;
+    }
+  }
+
+  &__hint {
+    position: absolute;
+    bottom: 8px;
+    right: 16px;
+    font-size: 10px;
+    color: rgb(255 255 255 / 35%);
+    font-style: italic;
+    letter-spacing: 0.02em;
+    z-index: 1;
+  }
+
+  /* ─── State variants ─── */
+  &--ok {
+    &::before {
+      background: #2563eb;
+    }
+
+    &::after {
+      background: #22c55e;
+    }
+  }
+
+  &--fail {
+    border-color: rgb(239 68 68 / 22%);
+
+    &::before {
+      background: #ef4444;
+      opacity: 0.22;
+    }
+
+    &::after {
+      background: #f87171;
+      opacity: 0.16;
+    }
+
+    .pal-card__status {
+      background: rgb(239 68 68 / 14%);
+      border-color: rgb(248 113 113 / 32%);
+      color: #fca5a5;
+    }
+
+    .pal-card__badge {
+      background: linear-gradient(135deg, #ef4444, #b91c1c);
+      box-shadow: 0 0 18px rgb(239 68 68 / 45%);
+    }
+
+    .pal-card__icon {
+      background: linear-gradient(145deg, #ef4444, #f97316);
+      box-shadow: 0 10px 20px rgb(239 68 68 / 35%);
+    }
+  }
+
+  &--info {
+    border-color: rgb(59 130 246 / 22%);
+
+    &::before {
+      background: #3b82f6;
+      opacity: 0.22;
+    }
+
+    &::after {
+      background: #60a5fa;
+      opacity: 0.14;
+    }
+
+    .pal-card__status {
+      background: rgb(59 130 246 / 14%);
+      border-color: rgb(96 165 250 / 32%);
+      color: #93c5fd;
+    }
+
+    .pal-card__badge {
+      background: linear-gradient(135deg, #3b82f6, #1d4ed8);
+      box-shadow: 0 0 18px rgb(59 130 246 / 45%);
+    }
+  }
+
+  &--pending {
+    border-color: rgb(245 158 11 / 22%);
+
+    &::before {
+      background: #f59e0b;
+      opacity: 0.22;
+    }
+
+    &::after {
+      background: #fbbf24;
+      opacity: 0.14;
+    }
+
+    .pal-card__status {
+      background: rgb(245 158 11 / 14%);
+      border-color: rgb(251 191 36 / 32%);
+      color: #fbbf24;
+    }
+
+    .pal-card__badge {
+      background: linear-gradient(135deg, #f59e0b, #b45309);
+      box-shadow: 0 0 18px rgb(245 158 11 / 45%);
+    }
+
+    .pal-card__icon {
+      background: linear-gradient(145deg, #f59e0b, #d97706);
+      box-shadow: 0 10px 20px rgb(245 158 11 / 35%);
+    }
+  }
+}
+
+@media (width <= 540px) {
+  .pal-card {
+    flex-wrap: wrap;
+    gap: 10px;
+    padding-bottom: 36px;
+
+    &__hint {
+      position: static;
+      width: 100%;
+      text-align: right;
+      margin-top: 4px;
+    }
+  }
+}