feat(approvals): live pending-count badges on every Approval Center tab and the Approvals menu

The badges are pushed, not polled. ApprovalCountsService opens one
Server-Sent Events stream (/approvals/counts/stream) through HttpClient so the
login and tenant headers apply; the server writes a `counts` event the moment
the numbers change.

- Total badge on the Approvals menu, count badge on 26 Approval Center tabs
  (Reject Account and Terminated Account are lists, not requests: no badge).
- Last numbers are kept per login in localStorage, so a page refresh shows them
  at once until the stream's first event makes them exact.
- Stream recycles every few minutes and reconnects at once; after a failure it
  retries with a growing wait and reads /approvals/counts meanwhile.
- NO_PROGRESS_BAR token: the background stream does not run the top progress bar.

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

src/app/accounting/accounting.service.ts

@@ -10,8 +10,7 @@
 
 /** Angular Imports */
 import { Injectable, inject } from '@angular/core';
-import { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
+import { HttpClient, HttpParams } from '@angular/common/http';
-import { SILENT_HTTP_ERROR } from 'app/core/http/silent-error.token';
 
 /** rxjs Imports */
 import { Observable } from 'rxjs';
@@ -199,16 +198,6 @@ export class AccountingService {
     return this.http.get('/journalentries/ledger', { params: httpParams });
   }
 
-  /**
-   * The whole transfer a ledger transaction belongs to, when it is one branch's part of a transfer between branches.
-   * An extra, informational lookup: if it fails the screen simply shows no banner, so a failure raises no error popup.
-   */
-  getInterBranchTransfer(transactionId: string): Observable<any> {
-    return this.http.get(`/accounting/interbranchtransfers/${transactionId}`, {
-      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-    });
-  }
-
   /**
    * @param {string} transactionId Transaction ID to be reverted.
    * @param {string} comments Any comments.

src/app/accounts/accounts-list/accounts-list.component.html

@@ -139,13 +139,6 @@
             </td>
           </ng-container>
 
-          <ng-container matColumnDef="limit">
-            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Sanctioned Limit</th>
-            <td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
-              {{ getCurrencySymbol(row) }} {{ row.overdraftLimit | formatNumber }}
-            </td>
-          </ng-container>
-
           <ng-container matColumnDef="balance">
             <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
             <td mat-cell *matCellDef="let row" class="acl-td acl-td--right">

src/app/accounts/accounts-list/accounts-list.component.ts

@@ -34,7 +34,7 @@ import { FormatNumberPipe } from '../../pipes/format-number.pipe';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { AccountsService } from '../accounts.service';
 
-export type AccountType = 'savings' | 'current' | 'cc' | 'fixed-deposits' | 'recurring-deposits';
+export type AccountType = 'savings' | 'current' | 'fixed-deposits' | 'recurring-deposits';
 
 interface AccountConfig {
   label: string;
@@ -119,13 +119,6 @@ export class AccountsListComponent implements OnInit, OnDestroy {
       typeLabel: 'CA',
       typeBadgeClass: 'dtype--ca'
     },
-    cc: {
-      label: 'CC Accounts',
-      icon: 'hand-holding-usd',
-      accentClass: 'accent--current',
-      typeLabel: 'CC',
-      typeBadgeClass: 'dtype--ca'
-    },
     'fixed-deposits': {
       label: 'Fixed Deposit Accounts',
       icon: 'lock',
@@ -149,24 +142,6 @@ export class AccountsListComponent implements OnInit, OnDestroy {
   ngOnInit() {
     this.route.data.pipe(takeUntil(this.destroy$)).subscribe((data) => {
       this.accountType = data['accountType'] as AccountType;
-      this.displayedColumns = this.accountType === 'cc' ? [
-              'accountNo',
-              'depositType',
-              'clientName',
-              'productName',
-              'limit',
-              'balance',
-              'status',
-              'actions'
-            ] : [
-              'accountNo',
-              'depositType',
-              'clientName',
-              'productName',
-              'balance',
-              'status',
-              'actions'
-            ];
       this.pageIndex = 0;
       this.searchControl.setValue('', { emitEvent: false });
       this.loadAccounts();
@@ -208,12 +183,9 @@ export class AccountsListComponent implements OnInit, OnDestroy {
     const toVal = this.toDateControl.value;
     const bothDatesSet = !!(fromVal && toVal);
 
-    // CC accounts come from the server already narrowed to those that allow an overdraft; nothing else is read.
-    const isCc = this.accountType === 'cc';
     const params: import('../accounts.service').AccountListParams = {
-      offset: isCc ? 0 : this.pageIndex * this.pageSize,
+      offset: this.pageIndex * this.pageSize,
-      limit: isCc ? 500 : this.pageSize,
+      limit: this.pageSize,
-      ...(isCc && { overdraftOnly: true }),
       accountNo: this.searchType === 'accountNo' ? search || undefined : undefined,
       clientName: this.searchType === 'clientName' ? search || undefined : undefined,
       orderBy: 'id',
@@ -227,7 +199,7 @@ export class AccountsListComponent implements OnInit, OnDestroy {
     const obs$ =
       this.accountType === 'savings'
         ? this.accountsService.getSavingsAccounts(params)
-        : this.accountType === 'current' || this.accountType === 'cc'
+        : this.accountType === 'current'
           ? this.accountsService.getCurrentAccounts(params)
           : this.accountType === 'fixed-deposits'
             ? this.accountsService.getFixedDepositAccounts(params)
@@ -267,7 +239,7 @@ export class AccountsListComponent implements OnInit, OnDestroy {
           });
         }
 
-        this.totalRecords = isCc || Array.isArray(res) ? items.length : (res?.totalFilteredRecords ?? items.length);
+        this.totalRecords = Array.isArray(res) ? items.length : (res?.totalFilteredRecords ?? items.length);
         this.dataSource.data = items;
         this.isLoading = false;
       },
@@ -335,13 +307,6 @@ export class AccountsListComponent implements OnInit, OnDestroy {
         id,
         'general'
       ],
-      cc: [
-        '/clients',
-        account.clientId,
-        'current-accounts',
-        id,
-        'general'
-      ],
       'fixed-deposits': [
         '/clients',
         account.clientId,

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

@@ -36,12 +36,6 @@ const routes: Routes = [
           component: AccountsListComponent,
           data: { accountType: 'current', title: 'Current Accounts', breadcrumb: 'Current Accounts' }
         },
-        {
-          // Cash Credit: current accounts opened on a product that allows an overdraft.
-          path: 'cc',
-          component: AccountsListComponent,
-          data: { accountType: 'cc', title: 'CC Accounts', breadcrumb: 'CC Accounts' }
-        },
         {
           path: 'fixed-deposits',
           component: AccountsListComponent,

src/app/accounts/accounts.service.ts

@@ -21,8 +21,6 @@ export interface AccountListParams {
   fromDate?: string;
   toDate?: string;
   asOnDate?: string;
-  /** Current accounts only: just the Cash Credit (overdraft) accounts, filtered by the server. */
-  overdraftOnly?: boolean;
 }
 
 @Injectable({ providedIn: 'root' })
@@ -57,7 +55,6 @@ export class AccountsService {
     if (params.fromDate) httpParams = httpParams.set('fromDate', params.fromDate);
     if (params.toDate) httpParams = httpParams.set('toDate', params.toDate);
     if (params.asOnDate) httpParams = httpParams.set('asOnDate', params.asOnDate);
-    if (params.overdraftOnly) httpParams = httpParams.set('overdraftOnly', 'true');
     return this.http.get('/currentaccounts', { params: httpParams });
   }
 

src/app/aml/aml.service.ts

@@ -142,32 +142,6 @@ export class AmlService {
     return this.http.get<any[]>('/aml/ctr-reports/lines', { params });
   }
 
-  /**
-   * Cash transactions of the threshold or more that no generated report contains yet, shaped like the lines above.
-   * They show on the FIU screen as soon as they are posted; generating the month is what files them.
-   */
-  getCtrPendingLines(): Observable<any[]> {
-    return this.http.get<any[]>('/aml/ctr-reports/pending-lines');
-  }
-
-  /**
-   * How much came into and went out of each current / Cash Credit account over the last `days` days, with the
-   * customer's declared turnover and the sanctioned limit alongside.
-   */
-  getCcTracking(days = 30): Observable<any> {
-    return this.http.get<any>('/aml/cc-tracking', { params: new HttpParams().set('days', String(days)) });
-  }
-
-  /**
-   * Every credit and debit on one CC account over the last `days` days, with the mode and counterparty each payment
-   * recorded, totalled by mode and by counterparty.
-   */
-  getCcAccountTrail(accountId: number, days = 30): Observable<any> {
-    return this.http.get<any>(`/aml/cc-tracking/${accountId}/trail`, {
-      params: new HttpParams().set('days', String(days))
-    });
-  }
-
   /** month format: yyyy-MM */
   generateCtrReport(month: string): Observable<any> {
     return this.http.post('/aml/ctr-reports/generate', { month });

src/app/api-management/api-import.util.ts

@@ -1,778 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { ApiMappingRow, KeyValue, kv } from './api-management.service';
-
-/**
- * Reads what a vendor's documentation or a Postman / browser / cURL capture gives - in any of these shapes - and turns
- * it into the pieces of an API: method, URL, path, query parameters, headers, content type, payload, response status,
- * response headers, response body, and a first guess at the CBS field mapping. Nothing is sent anywhere.
- *
- * Understood:
- *   - a cURL command
- *   - a Postman collection or a single Postman request / item (with its saved responses)
- *   - a HAR capture
- *   - an "API definition" object: { method, url | path, query, headers, body, status, ... }
- *   - a bare JSON payload (treated as the request body, or the response body on the response side)
- *   - form text (a=1&b=2) and other raw text
- *
- * Credentials found in headers or query strings are never kept: the value is replaced by {{secret}} and the row is
- * flagged as secret, so a key pasted from a sample cannot end up stored.
- */
-
-export interface ImportedRequest {
-  source: string;
-  method?: string;
-  /** The full URL when the file had one. */
-  url?: string;
-  /** Scheme and host of the URL, when present. */
-  baseUrl?: string;
-  path?: string;
-  queryParams: KeyValue[];
-  headers: KeyValue[];
-  contentType?: string;
-  body?: string;
-  /** A response found in the same file (Postman saved response, HAR entry, definition object). */
-  response?: ImportedResponse;
-  notes: string[];
-}
-
-export interface ImportedResponse {
-  source: string;
-  status?: number;
-  headers: KeyValue[];
-  body?: string;
-  errorBody?: string;
-  notes: string[];
-}
-
-const SECRET_HEADERS =
-  /^(authorization|proxy-authorization|x-api-key|api-key|apikey|authkey|x-auth-token|auth-token|token|x-access-token|cookie|set-cookie|x-hub-signature(-256)?)$/i;
-const SECRET_QUERY = /^(key|api[-_]?key|apikey|token|access[-_]?token|auth[-_]?key|secret|password|signature)$/i;
-const SECRET = '{{secret}}';
-
-// ── small helpers ───────────────────────────────────────────────────────────
-
-function isObject(v: unknown): v is Record<string, any> {
-  return typeof v === 'object' && v !== null && !Array.isArray(v);
-}
-
-function tryJson(text: string): any {
-  try {
-    return JSON.parse(text);
-  } catch {
-    return undefined;
-  }
-}
-
-function prettyJsonOrText(text: string): string {
-  const parsed = tryJson(text);
-  return parsed !== undefined && typeof parsed === 'object' ? JSON.stringify(parsed, null, 2) : text;
-}
-
-function bodyToText(body: unknown): string | undefined {
-  if (body === undefined || body === null) return undefined;
-  if (typeof body === 'string') return prettyJsonOrText(body);
-  return JSON.stringify(body, null, 2);
-}
-
-function toKeyValues(source: unknown, kind: 'header' | 'query' | 'plain'): KeyValue[] {
-  const out: KeyValue[] = [];
-  const add = (key: unknown, value: unknown, description = '', disabled = false) => {
-    const k = String(key ?? '').trim();
-    if (!k) return;
-    const secret = (kind === 'header' && SECRET_HEADERS.test(k)) || (kind === 'query' && SECRET_QUERY.test(k));
-    out.push({
-      key: k,
-      value: secret ? SECRET : value === undefined || value === null ? '' : String(value),
-      description,
-      enabled: !disabled,
-      secret
-    });
-  };
-  if (Array.isArray(source)) {
-    for (const item of source) {
-      if (isObject(item))
-        add(item.key ?? item.name, item.value, String(item.description ?? ''), item.disabled === true);
-    }
-  } else if (isObject(source)) {
-    for (const [
-      k,
-      v
-    ] of Object.entries(source)) add(k, v);
-  }
-  return out;
-}
-
-/** Splits a URL into its base, path and query without failing on {{placeholders}} or {path} parameters. */
-function splitUrl(raw: string): { baseUrl?: string; path: string; query: KeyValue[] } {
-  let rest = raw.trim();
-  let baseUrl: string | undefined;
-  const m = /^([a-zA-Z][a-zA-Z0-9+.-]*:\/\/[^/?#]+)(.*)$/.exec(rest);
-  if (m) {
-    baseUrl = m[1];
-    rest = m[2];
-  }
-  const hash = rest.indexOf('#');
-  if (hash >= 0) rest = rest.slice(0, hash);
-  let queryText = '';
-  const q = rest.indexOf('?');
-  if (q >= 0) {
-    queryText = rest.slice(q + 1);
-    rest = rest.slice(0, q);
-  }
-  const query: KeyValue[] = [];
-  for (const part of queryText.split('&')) {
-    if (!part) continue;
-    const eq = part.indexOf('=');
-    const key = safeDecode(eq >= 0 ? part.slice(0, eq) : part);
-    const value = eq >= 0 ? safeDecode(part.slice(eq + 1)) : '';
-    query.push(...toKeyValues([{ key, value }], 'query'));
-  }
-  return { baseUrl, path: rest || '/', query };
-}
-
-function safeDecode(s: string): string {
-  try {
-    return decodeURIComponent(s.replace(/\+/g, ' '));
-  } catch {
-    return s;
-  }
-}
-
-function detectContentType(
-  headers: KeyValue[],
-  body: string | undefined
-): { contentType?: string; headers: KeyValue[] } {
-  const ct = headers.find((h) => h.key.toLowerCase() === 'content-type');
-  const rest = headers.filter((h) => h.key.toLowerCase() !== 'content-type');
-  if (ct) return { contentType: ct.value.split(';')[0].trim(), headers: rest };
-  if (!body) return { headers: rest };
-  if (tryJson(body) !== undefined) return { contentType: 'application/json', headers: rest };
-  if (/^\s*</.test(body)) return { contentType: 'application/xml', headers: rest };
-  if (/^[^\s=&]+=[^&]*(&[^\s=&]+=[^&]*)*$/.test(body.trim()))
-    return { contentType: 'application/x-www-form-urlencoded', headers: rest };
-  return { contentType: 'text/plain', headers: rest };
-}
-
-/** Everything about a request is derived the same way once method / url / headers / body are known. */
-function finishRequest(
-  source: string,
-  method: string | undefined,
-  url: string | undefined,
-  pathOnly: string | undefined,
-  query: unknown,
-  headers: KeyValue[],
-  body: string | undefined,
-  contentTypeHint: string | undefined,
-  notes: string[]
-): ImportedRequest {
-  const parts = url ? splitUrl(url) : pathOnly ? splitUrl(pathOnly) : undefined;
-  const queryParams = [
-    ...(parts?.query ?? []),
-    ...toKeyValues(query, 'query')
-  ];
-  const detected = detectContentType(headers, body);
-  if (queryParams.some((q) => q.secret))
-    notes.push('A credential in the query string was replaced by {{secret}} - set it on the Connection tab.');
-  if (headers.some((h) => h.secret))
-    notes.push('Credentials in the headers were replaced by {{secret}} - set them on the Connection tab.');
-  return {
-    source,
-    method: method ? method.toUpperCase() : body ? 'POST' : undefined,
-    url,
-    baseUrl: parts?.baseUrl,
-    path: parts?.path,
-    queryParams,
-    headers: detected.headers,
-    contentType: contentTypeHint ?? detected.contentType,
-    body,
-    notes
-  };
-}
-
-// ── cURL ────────────────────────────────────────────────────────────────────
-
-/** Splits a shell command into words, honouring '…' "…" quotes and \ line continuations. */
-function shellWords(command: string): string[] {
-  const words: string[] = [];
-  let cur = '';
-  let quote: '"' | "'" | null = null;
-  let started = false;
-  const text = command.replace(/\\\r?\n/g, ' ').trim();
-  for (let i = 0; i < text.length; i++) {
-    const c = text[i];
-    if (quote) {
-      if (c === quote) quote = null;
-      else if (c === '\\' && quote === '"' && i + 1 < text.length) cur += text[++i];
-      else cur += c;
-    } else if (c === '"' || c === "'") {
-      quote = c;
-      started = true;
-    } else if (/\s/.test(c)) {
-      if (started || cur) words.push(cur);
-      cur = '';
-      started = false;
-    } else if (c === '\\' && i + 1 < text.length) {
-      cur += text[++i];
-    } else {
-      cur += c;
-    }
-  }
-  if (started || cur) words.push(cur);
-  return words;
-}
-
-function parseCurl(text: string): ImportedRequest {
-  const words = shellWords(text);
-  const notes: string[] = [];
-  let method: string | undefined;
-  let url: string | undefined;
-  const headers: KeyValue[] = [];
-  const data: string[] = [];
-  let form = false;
-  let getMode = false;
-  for (let i = 0; i < words.length; i++) {
-    const w = words[i];
-    const next = () => words[++i] ?? '';
-    if (w === 'curl') continue;
-    if (w === '-X' || w === '--request') method = next();
-    else if (w === '-H' || w === '--header') {
-      const h = next();
-      const c = h.indexOf(':');
-      if (c > 0) headers.push(...toKeyValues([{ key: h.slice(0, c), value: h.slice(c + 1).trim() }], 'header'));
-    } else if ([
-        '-d',
-        '--data',
-        '--data-raw',
-        '--data-binary',
-        '--data-ascii'
-      ].includes(w)) data.push(next());
-    else if (w === '--data-urlencode') {
-      data.push(next());
-      form = true;
-    } else if (w === '-F' || w === '--form') {
-      data.push(next());
-      form = true;
-      notes.push('Multipart form fields were read as name=value pairs.');
-    } else if (w === '--url') url = next();
-    else if (w === '-G' || w === '--get') getMode = true;
-    else if (w === '-u' || w === '--user') {
-      next();
-      headers.push({
-        key: 'Authorization',
-        value: SECRET,
-        description: 'Basic authentication from the cURL -u option',
-        enabled: true,
-        secret: true
-      });
-    } else if (w.startsWith('-')) {
-      // Flags that take a value we do not need.
-      if ([
-          '-o',
-          '--output',
-          '-A',
-          '--user-agent',
-          '-e',
-          '--referer',
-          '--connect-timeout',
-          '-m',
-          '--max-time',
-          '--proxy',
-          '-x'
-        ].includes(w)) next();
-    } else if (!url && /^[a-zA-Z][a-zA-Z0-9+.-]*:\/\//.test(w)) url = w;
-    else if (!url && /^[\w.-]+(:\d+)?\//.test(w)) url = w;
-  }
-  let body = data.length ? data.join('&') : undefined;
-  if (body && getMode) {
-    url = url + (url?.includes('?') ? '&' : '?') + body;
-    body = undefined;
-  }
-  return finishRequest(
-    'cURL command',
-    method ?? (getMode ? 'GET' : body ? 'POST' : 'GET'),
-    url,
-    undefined,
-    undefined,
-    headers,
-    body ? prettyJsonOrText(body) : undefined,
-    form && !headers.some((h) => h.key.toLowerCase() === 'content-type')
-      ? 'application/x-www-form-urlencoded'
-      : undefined,
-    notes
-  );
-}
-
-// ── Postman / HAR / definition object ───────────────────────────────────────
-
-function findPostmanItem(node: any): any {
-  if (!node) return undefined;
-  if (node.request) return node;
-  if (Array.isArray(node.item)) {
-    for (const child of node.item) {
-      const found = findPostmanItem(child);
-      if (found) return found;
-    }
-  }
-  return undefined;
-}
-
-function postmanUrl(url: any): string | undefined {
-  if (!url) return undefined;
-  if (typeof url === 'string') return url;
-  if (typeof url.raw === 'string') return url.raw;
-  const host = Array.isArray(url.host) ? url.host.join('.') : url.host;
-  const path = Array.isArray(url.path) ? url.path.join('/') : url.path;
-  return `${url.protocol ? url.protocol + '://' : ''}${host ?? ''}/${path ?? ''}`;
-}
-
-function postmanResponse(r: any): ImportedResponse {
-  return {
-    source: 'Postman saved response',
-    status: typeof r?.code === 'number' ? r.code : undefined,
-    headers: toKeyValues(r?.header, 'header'),
-    body: bodyToText(r?.body),
-    notes: []
-  };
-}
-
-function fromPostman(item: any): ImportedRequest {
-  const req = item.request;
-  const notes: string[] = [];
-  let body: string | undefined;
-  let contentType: string | undefined;
-  const b = req?.body;
-  if (b?.mode === 'raw') {
-    body = bodyToText(b.raw);
-    const lang = b.options?.raw?.language;
-    if (lang === 'json') contentType = 'application/json';
-  } else if (b?.mode === 'urlencoded') {
-    body = (b.urlencoded ?? [])
-      .filter((p: any) => !p.disabled)
-      .map((p: any) => `${encodeURIComponent(p.key)}=${encodeURIComponent(p.value ?? '')}`)
-      .join('&');
-    contentType = 'application/x-www-form-urlencoded';
-  } else if (b?.mode === 'formdata') {
-    body = (b.formdata ?? []).map((p: any) => `${p.key}=${p.value ?? ''}`).join('&');
-    contentType = 'multipart/form-data';
-  }
-  const request = finishRequest(
-    'Postman request',
-    typeof req?.method === 'string' ? req.method : undefined,
-    postmanUrl(req?.url),
-    undefined,
-    undefined,
-    toKeyValues(req?.header, 'header'),
-    body,
-    contentType,
-    notes
-  );
-  if (Array.isArray(item.response) && item.response.length) request.response = postmanResponse(item.response[0]);
-  if (req?.auth)
-    notes.push('The request had an auth section; it was not read. Set authentication on the Connection tab.');
-  return request;
-}
-
-function fromHar(har: any): ImportedRequest {
-  const entry = har.log.entries[0];
-  const r = entry.request ?? {};
-  const body = r.postData?.text ? prettyJsonOrText(r.postData.text) : undefined;
-  const request = finishRequest(
-    'HAR capture',
-    r.method,
-    r.url,
-    undefined,
-    undefined,
-    toKeyValues(r.headers, 'header'),
-    body,
-    typeof r.postData?.mimeType === 'string' ? r.postData.mimeType.split(';')[0] : undefined,
-    []
-  );
-  const res = entry.response;
-  if (res) {
-    request.response = {
-      source: 'HAR capture',
-      status: typeof res.status === 'number' ? res.status : undefined,
-      headers: toKeyValues(res.headers, 'header'),
-      body: res.content?.text ? prettyJsonOrText(res.content.text) : undefined,
-      notes: []
-    };
-  }
-  return request;
-}
-
-function definitionResponse(def: any): ImportedResponse | undefined {
-  const r = def.response ?? def.responseDefinition;
-  const status = def.status ?? def.statusCode ?? def.successCode ?? r?.status ?? r?.statusCode ?? r?.code;
-  const headers = def.responseHeaders ?? r?.headers;
-  const body = def.responseBody ?? (isObject(r) ? (r.body ?? r.data) : r);
-  const errorBody = def.errorBody ?? def.errorResponse ?? r?.errorBody;
-  if (status === undefined && headers === undefined && body === undefined && errorBody === undefined) return undefined;
-  return {
-    source: 'API definition',
-    status: typeof status === 'number' ? status : status ? Number(status) || undefined : undefined,
-    headers: toKeyValues(headers, 'header'),
-    body: bodyToText(body),
-    errorBody: bodyToText(errorBody),
-    notes: []
-  };
-}
-
-function fromDefinition(def: any): ImportedRequest {
-  const body = def.body ?? def.payload ?? def.data ?? def.requestBody ?? def.request;
-  const bodyText = isObject(body) && ('method' in body || 'url' in body) ? undefined : bodyToText(body);
-  const url = def.url ?? def.endpoint ?? def.uri;
-  const request = finishRequest(
-    'API definition',
-    def.method ?? def.httpMethod,
-    typeof url === 'string' ? url : undefined,
-    typeof def.path === 'string' ? def.path : undefined,
-    def.query ?? def.queryParams ?? def.params,
-    toKeyValues(def.headers, 'header'),
-    bodyText,
-    typeof def.contentType === 'string' ? def.contentType : undefined,
-    []
-  );
-  request.response = definitionResponse(def);
-  return request;
-}
-
-// ── public: request side ────────────────────────────────────────────────────
-
-export function parseRequestText(text: string): ImportedRequest {
-  const t = (text ?? '').trim();
-  if (!t) throw new Error('Nothing to read - paste the request or choose a file.');
-  if (/^curl\b/i.test(t)) return parseCurl(t);
-
-  const parsed = tryJson(t);
-  if (parsed === undefined) {
-    // Not JSON: a cURL command in the middle of text, form data, or other raw text.
-    const curl = /curl\b[\s\S]*/i.exec(t);
-    if (curl && /https?:\/\//.test(curl[0])) return parseCurl(curl[0]);
-    const detected = detectContentType([], t);
-    return finishRequest('Raw text', undefined, undefined, undefined, undefined, [], t, detected.contentType, [
-      'The text is not JSON; it was kept as the request payload.'
-    ]);
-  }
-  if (isObject(parsed) && isObject(parsed.log) && Array.isArray(parsed.log.entries) && parsed.log.entries.length)
-    return fromHar(parsed);
-  if (isObject(parsed) && (parsed.item || parsed.info?.schema)) {
-    const item = findPostmanItem(parsed);
-    if (!item) throw new Error('The Postman collection has no request in it.');
-    return fromPostman(item);
-  }
-  if (
-    isObject(parsed) &&
-    isObject(parsed.request) &&
-    (parsed.request.url || parsed.request.method || parsed.request.header)
-  )
-    return fromPostman(parsed);
-  if (isObject(parsed) && [
-      'method',
-      'httpMethod',
-      'url',
-      'endpoint',
-      'uri',
-      'headers',
-      'queryParams',
-      'requestBody',
-      'payload'
-    ].some((k) => k in parsed) && !('statuses' in parsed)) {
-    return fromDefinition(parsed);
-  }
-  // A bare JSON payload.
-  return finishRequest(
-    'JSON payload',
-    undefined,
-    undefined,
-    undefined,
-    undefined,
-    [],
-    JSON.stringify(parsed, null, 2),
-    'application/json',
-    []
-  );
-}
-
-// ── public: response side ───────────────────────────────────────────────────
-
-export function parseResponseText(text: string): ImportedResponse {
-  const t = (text ?? '').trim();
-  if (!t) throw new Error('Nothing to read - paste the response or choose a file.');
-  const parsed = tryJson(t);
-  if (parsed === undefined) {
-    return {
-      source: 'Raw text',
-      headers: [],
-      body: t,
-      notes: ['The text is not JSON; it was kept as the response body.']
-    };
-  }
-  if (isObject(parsed) && isObject(parsed.log) && Array.isArray(parsed.log.entries) && parsed.log.entries.length) {
-    return (
-      fromHar(parsed).response ?? { source: 'HAR capture', headers: [], notes: ['The HAR entry has no response.'] }
-    );
-  }
-  if (isObject(parsed) && (parsed.item || parsed.info?.schema)) {
-    const item = findPostmanItem(parsed);
-    const res = item ? fromPostman(item).response : undefined;
-    if (!res) throw new Error('The Postman collection has no saved response.');
-    return res;
-  }
-  if (isObject(parsed) && Array.isArray(parsed.response) && parsed.response.length && (parsed.request || parsed.name)) {
-    return postmanResponse(parsed.response[0]);
-  }
-  if (isObject(parsed) && [
-      'status',
-      'statusCode',
-      'headers',
-      'responseHeaders',
-      'responseBody',
-      'errorBody'
-    ].some(
-      (k) => k in parsed
-    ) && ('body' in parsed || 'responseBody' in parsed || 'headers' in parsed || 'responseHeaders' in parsed || 'errorBody' in parsed || 'data' in parsed)) {
-    const r = definitionResponse({
-      status: parsed.status ?? parsed.statusCode,
-      responseHeaders: parsed.responseHeaders ?? parsed.headers,
-      responseBody: parsed.responseBody ?? parsed.body ?? parsed.data,
-      errorBody: parsed.errorBody
-    });
-    if (r) return r;
-  }
-  return { source: 'JSON body', headers: [], body: JSON.stringify(parsed, null, 2), notes: [] };
-}
-
-// ── JSON → mapping rows ─────────────────────────────────────────────────────
-
-export interface JsonLeaf {
-  path: string;
-  value: unknown;
-}
-
-/** Every value in a JSON document with its path: `a.b[0].c`. Only the first item of an array is walked. */
-export function flatten(json: unknown, prefix = ''): JsonLeaf[] {
-  const out: JsonLeaf[] = [];
-  if (Array.isArray(json)) {
-    if (json.length) out.push(...flatten(json[0], `${prefix}[0]`));
-  } else if (isObject(json)) {
-    for (const [
-      k,
-      v
-    ] of Object.entries(json)) {
-      out.push(...flatten(v, prefix ? `${prefix}.${k}` : k));
-    }
-  } else if (prefix) {
-    out.push({ path: prefix, value: json });
-  }
-  return out;
-}
-
-function lastKey(path: string): string {
-  const m = /([A-Za-z0-9_$-]+)(\[\d+\])*$/.exec(path);
-  return m ? m[1] : path;
-}
-
-const norm = (s: string) => s.toLowerCase().replace(/[^a-z0-9]/g, '');
-
-const REQUEST_GUESS: [RegExp, string, boolean][] = [
-  [
-    /^(mobile|mobiles|mobileno|mobilenumber|msisdn|phone|phoneno|phonenumber|to|destination|recipient|recipients|number|contact)$/,
-    'customer.mobile',
-    true
-  ],
-  [
-    /^(templateid|template|templatename|dlttemplateid|flowid)$/,
-    'message.templateId',
-    true
-  ],
-  [
-    /^(message|text|body|content|sms|msg|smstext|var1|messagetext)$/,
-    'message.text',
-    true
-  ],
-  [
-    /^(sender|senderid|from|source|shortcode)$/,
-    'bank.senderId',
-    false
-  ],
-  [
-    /^(email|emailid|mail|emailaddress)$/,
-    'customer.email',
-    false
-  ],
-  [
-    /^(customername|fullname|firstname|name)$/,
-    'customer.name',
-    false
-  ],
-  [
-    /^(otp|code|pin)$/,
-    'message.otp',
-    false
-  ],
-  [
-    /^(pan|pannumber)$/,
-    'customer.pan',
-    false
-  ],
-  [
-    /^(aadhaar|aadhar|aadhaarnumber)$/,
-    'customer.aadhaar',
-    false
-  ],
-  [
-    /^(dob|dateofbirth|birthdate)$/,
-    'customer.dob',
-    false
-  ],
-  [
-    /^(membercode|memberid|memberreference)$/,
-    'bank.memberCode',
-    false
-  ],
-  [
-    /^(accountno|accountnumber|acno|account)$/,
-    'account.number',
-    false
-  ],
-  [
-    /^(cif|customerid|clientid|cifno)$/,
-    'customer.cif',
-    false
-  ],
-  [
-    /^(amount|amt|txnamount|transactionamount)$/,
-    'txn.amount',
-    false
-  ],
-  [
-    /^(txnid|transactionid|transactionreference|txnref)$/,
-    'txn.reference',
-    false
-  ],
-  [
-    /^(txndate|transactiondate)$/,
-    'txn.date',
-    false
-  ],
-  [
-    /^(fromdate|startdate|datefrom)$/,
-    'request.fromDate',
-    false
-  ],
-  [
-    /^(todate|enddate|dateto)$/,
-    'request.toDate',
-    false
-  ],
-  [
-    /^(reference|referenceno|referencenumber|ref|requestid|clientreference|correlationid)$/,
-    'request.reference',
-    false
-  ],
-  [
-    /^(tenantidentifier|tenantid)$/,
-    'tenant.identifier',
-    false
-  ],
-  [
-    /^(providerid)$/,
-    'sms.providerId',
-    false
-  ]
-];
-
-function guessTransform(cbsField: string, value: unknown): string {
-  if (cbsField === 'customer.mobile') return 'DIGITS_ONLY';
-  if (cbsField === 'customer.email') return 'LOWER';
-  if (cbsField === 'bank.senderId') return 'UPPER';
-  if (cbsField === 'txn.amount') return 'NUMBER';
-  if (typeof value === 'boolean') return 'BOOLEAN';
-  if (typeof value === 'number') return 'NUMBER';
-  if (typeof value === 'string') {
-    if (/^\d{8}$/.test(value) && cbsField.includes('Date')) return 'DATE_DDMMYYYY';
-    if (/^\d{4}-\d{2}-\d{2}/.test(value)) return 'DATE_YYYY_MM_DD';
-  }
-  return 'NONE';
-}
-
-/**
- * A first mapping for a request payload: each value that looks like a known CBS field (mobile, message, template,
- * sender ...) becomes "CBS field → path"; every other value becomes a fixed value at its path, so the whole payload is
- * reproduced. Review and adjust.
- */
-export function guessRequestRows(bodyText: string): ApiMappingRow[] {
-  const parsed = tryJson(bodyText);
-  if (parsed === undefined || typeof parsed !== 'object' || parsed === null) return [];
-  const rows: ApiMappingRow[] = [];
-  const used = new Set<string>();
-  for (const leaf of flatten(parsed)) {
-    const key = norm(lastKey(leaf.path));
-    const hit = REQUEST_GUESS.find(([re]) => re.test(key));
-    if (hit && !used.has(hit[1])) {
-      used.add(hit[1]);
-      rows.push({
-        from: hit[1],
-        to: leaf.path,
-        transform: guessTransform(hit[1], leaf.value),
-        defaultValue: '',
-        mandatory: hit[2]
-      });
-    } else {
-      rows.push({
-        from: '',
-        to: leaf.path,
-        transform: guessTransform('', leaf.value),
-        defaultValue: leaf.value === null ? '' : String(leaf.value),
-        mandatory: false
-      });
-    }
-  }
-  return rows.filter((r) => r.from || r.defaultValue);
-}
-
-/**
- * A first mapping for a response body: every value at its path → a CBS field named after the vendor and the key
- * (`sms.messageId`). Ids / references are marked required.
- */
-export function guessResponseRows(bodyText: string, vendorCode: string): ApiMappingRow[] {
-  const parsed = tryJson(bodyText);
-  if (parsed === undefined || typeof parsed !== 'object' || parsed === null) return [];
-  const prefix = vendorCode.toLowerCase().split('_')[0] || 'vendor';
-  const rows: ApiMappingRow[] = [];
-  const used = new Set<string>();
-  for (const leaf of flatten(parsed)) {
-    const key = lastKey(leaf.path);
-    const n = norm(key);
-    let target: string;
-    if (/^(messageid|msgid|id|reference|requestid|referenceid|messageid)$/.test(n)) target = 'reference';
-    else if (/^(status|state|result|type)$/.test(n)) target = 'status';
-    else if (/^(error|errormessage|errormsg|reason|detail|description)$/.test(n)) target = 'error';
-    else target = key.replace(/[^A-Za-z0-9]+(.)?/g, (_m, c: string) => (c ? c.toUpperCase() : ''));
-    let to = `${prefix}.${target}`;
-    for (let i = 2; used.has(to); i++) to = `${prefix}.${target}${i}`;
-    used.add(to);
-    rows.push({
-      from: leaf.path,
-      to,
-      transform: target === 'status' ? 'UPPER' : guessTransform('', leaf.value),
-      defaultValue: '',
-      mandatory: target === 'reference'
-    });
-  }
-  return rows;
-}
-
-export function secretNote(rows: KeyValue[]): string | null {
-  const n = rows.filter((r) => r.secret).length;
-  return n ? `${n} credential value(s) were hidden.` : null;
-}
-
-export { kv };

src/app/api-management/api-key-value-editor/api-key-value-editor.component.html

@@ -1,61 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-@if (!rows.length) {
-  <div class="muted" style="font-size: 12px; margin-bottom: 6px">{{ emptyText }}</div>
-} @else {
-  <div class="cic-table-wrap">
-    <table class="cic-table">
-      <thead>
-        <tr>
-          <th style="width: 34px">On</th>
-          <th>{{ keyLabel }}</th>
-          <th>{{ valueLabel }}</th>
-          <th>Note</th>
-          <th style="width: 60px">Secret</th>
-          @if (!fixedKeys) {
-            <th style="width: 40px"></th>
-          }
-        </tr>
-      </thead>
-      <tbody>
-        @for (r of rows; track $index; let i = $index) {
-          <tr>
-            <td style="text-align: center">
-              <input type="checkbox" [(ngModel)]="r.enabled" style="width: auto" />
-            </td>
-            <td>
-              <input class="cic-mono" [(ngModel)]="r.key" [placeholder]="keyPlaceholder" [readonly]="fixedKeys" />
-            </td>
-            <td>
-              <input
-                class="cic-mono"
-                [type]="r.secret ? 'password' : 'text'"
-                [(ngModel)]="r.value"
-                [placeholder]="valuePlaceholder"
-                autocomplete="off"
-              />
-            </td>
-            <td><input [(ngModel)]="r.description" /></td>
-            <td style="text-align: center">
-              <input type="checkbox" [(ngModel)]="r.secret" style="width: auto" title="Show the value masked" />
-            </td>
-            @if (!fixedKeys) {
-              <td>
-                <button class="cic-btn sm danger" (click)="remove(i)">✕</button>
-              </td>
-            }
-          </tr>
-        }
-      </tbody>
-    </table>
-  </div>
-}
-@if (!fixedKeys) {
-  <button class="cic-btn sm" style="margin-top: 8px" (click)="add()">{{ addLabel }}</button>
-}

src/app/api-management/api-key-value-editor/api-key-value-editor.component.ts

@@ -1,44 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, Input } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-
-import { KeyValue } from '../api-management.service';
-
-/** An editable table of name / value pairs: headers, query parameters, path parameters. Edits the array in place. */
-@Component({
-  selector: 'mifosx-api-key-value-editor',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule
-  ],
-  templateUrl: './api-key-value-editor.component.html',
-  styleUrls: ['../../credit-bureau/cic-shared.scss']
-})
-export class ApiKeyValueEditorComponent {
-  @Input() rows: KeyValue[] = [];
-  @Input() keyLabel = 'Name';
-  @Input() valueLabel = 'Value';
-  @Input() keyPlaceholder = '';
-  @Input() valuePlaceholder = '';
-  @Input() addLabel = '+ Add';
-  /** Path parameters come from the path itself; the names cannot be edited or removed. */
-  @Input() fixedKeys = false;
-  @Input() emptyText = 'None.';
-
-  add(): void {
-    this.rows.push({ key: '', value: '', description: '', enabled: true, secret: false });
-  }
-
-  remove(i: number): void {
-    this.rows.splice(i, 1);
-  }
-}

src/app/api-management/api-log-detail/api-log-detail.component.html

@@ -1,55 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-@if (log) {
-  <div class="cic-modal-backdrop" (click)="closed.emit()">
-    <div class="cic-modal" style="width: min(1100px, 100%)" (click)="$event.stopPropagation()">
-      <h3>
-        {{ log.vendorName }} · {{ log.apiName }}
-        <span class="cic-badge" [class.brand]="log.direction === 'IN'" [class.ok]="log.direction === 'OUT'">{{
-          log.direction
-        }}</span>
-        <span class="cic-badge" [class.good]="log.result === 'SUCCESS'" [class.bad]="log.result === 'FAILED'">{{
-          log.result
-        }}</span>
-      </h3>
-      <dl class="cic-kv" style="grid-template-columns: 120px minmax(0, 1fr); margin-bottom: 12px">
-        <dt>Reference</dt>
-        <dd class="cic-mono">{{ log.reference }}</dd>
-        <dt>Call</dt>
-        <dd class="cic-mono">{{ log.method }} {{ log.url }}</dd>
-        <dt>Result</dt>
-        <dd>HTTP {{ log.httpStatus }} in {{ log.durationMs }} ms · {{ log.time | slice: 0 : 16 }}</dd>
-        @if (log.error) {
-          <dt>Error</dt>
-          <dd class="tone-bad">{{ log.error }}</dd>
-        }
-      </dl>
-      <div class="cic-split">
-        <div>
-          <h4 style="margin: 0 0 6px; font-size: 13px">
-            {{ log.direction === 'OUT' ? 'Request headers' : 'Headers received / sent' }}
-            <span class="muted" style="font-weight: 400">(credentials masked)</span>
-          </h4>
-          <pre class="cic-code" style="max-height: 160px">{{ log.requestHeaders }}</pre>
-          <h4 style="margin: 12px 0 6px; font-size: 13px">Request payload</h4>
-          <pre class="cic-code">{{ log.request || '(empty)' }}</pre>
-        </div>
-        <div>
-          <h4 style="margin: 0 0 6px; font-size: 13px">Response headers</h4>
-          <pre class="cic-code" style="max-height: 160px">{{ log.responseHeaders }}</pre>
-          <h4 style="margin: 12px 0 6px; font-size: 13px">Response body</h4>
-          <pre class="cic-code">{{ log.response || '(empty)' }}</pre>
-        </div>
-      </div>
-      <div class="foot">
-        <button class="cic-btn" (click)="closed.emit()">Close</button>
-      </div>
-    </div>
-  </div>
-}

src/app/api-management/api-log-detail/api-log-detail.component.ts

@@ -1,25 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, EventEmitter, Input, Output } from '@angular/core';
-
-import { ApiLog } from '../api-management.service';
-
-/** One API call: what was sent and what came back. */
-@Component({
-  selector: 'mifosx-api-log-detail',
-  standalone: true,
-  imports: [CommonModule],
-  templateUrl: './api-log-detail.component.html',
-  styleUrls: ['../../credit-bureau/cic-shared.scss']
-})
-export class ApiLogDetailComponent {
-  @Input() log: ApiLog | null = null;
-  @Output() closed = new EventEmitter<void>();
-}

src/app/api-management/api-logs/api-logs.component.html

@@ -1,122 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="cic-page">
-  <div class="cic-head">
-    <div>
-      <h1>API Call Logs</h1>
-      <p>Every API call the CBS made (OUT) or received (IN), across all vendors, with its request and response.</p>
-    </div>
-    <div class="cic-actions">
-      <a class="cic-btn" routerLink="/api-management/vendors">← All vendors</a>
-    </div>
-  </div>
-
-  <div class="cic-card">
-    <div class="cic-grid cols-4" style="align-items: end">
-      <div class="cic-field">
-        <label>Vendor</label>
-        <select [(ngModel)]="filter.vendorId">
-          <option value="">All vendors</option>
-          @for (v of vendors; track v.id) {
-            <option [value]="v.id">{{ v.name }}</option>
-          }
-        </select>
-      </div>
-      <div class="cic-field">
-        <label>Direction</label>
-        <select [(ngModel)]="filter.direction">
-          <option value="">IN and OUT</option>
-          <option value="IN">IN — received</option>
-          <option value="OUT">OUT — sent</option>
-        </select>
-      </div>
-      <div class="cic-field">
-        <label>Result</label>
-        <select [(ngModel)]="filter.result">
-          <option value="">All</option>
-          <option value="SUCCESS">Success</option>
-          <option value="FAILED">Failed</option>
-        </select>
-      </div>
-      <div class="cic-field">
-        <label>Search</label>
-        <input [(ngModel)]="filter.search" (keyup.enter)="apply()" placeholder="Reference, API, path" />
-      </div>
-    </div>
-    <div class="cic-actions" style="margin-top: 12px; justify-content: flex-end">
-      <button class="cic-btn" (click)="reset()">Reset</button>
-      <button class="cic-btn primary" (click)="apply()">Apply</button>
-    </div>
-  </div>
-
-  <div class="cic-card">
-    <h2>
-      {{ total }} call(s)
-      <span class="cic-card-sub">
-        <span class="tone-good">{{ success }} success</span> ·
-        <span [class.tone-bad]="failed > 0">{{ failed }} failed</span>
-      </span>
-    </h2>
-    @if (loading && !items.length) {
-      <div class="cic-empty">Loading…</div>
-    } @else if (!items.length) {
-      <div class="cic-empty">No call matches the filter.</div>
-    } @else {
-      <div class="cic-table-wrap">
-        <table class="cic-table">
-          <thead>
-            <tr>
-              <th>Time</th>
-              <th>Vendor</th>
-              <th>API</th>
-              <th>Direction</th>
-              <th>Call</th>
-              <th>HTTP</th>
-              <th class="num">ms</th>
-              <th>Result</th>
-              <th>Reference</th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (l of items; track l.id) {
-              <tr class="clickable" (click)="openLog = l">
-                <td>{{ l.time | slice: 0 : 16 }}</td>
-                <td>{{ l.vendorName }}</td>
-                <td>{{ l.apiName }}</td>
-                <td>
-                  <span class="cic-badge" [class.brand]="l.direction === 'IN'" [class.ok]="l.direction === 'OUT'">{{
-                    l.direction
-                  }}</span>
-                </td>
-                <td class="cic-mono" style="font-size: 12px">{{ l.method }} {{ l.path }}</td>
-                <td>{{ l.httpStatus }}</td>
-                <td class="num">{{ l.durationMs }}</td>
-                <td>
-                  <span class="cic-badge" [class.good]="l.result === 'SUCCESS'" [class.bad]="l.result === 'FAILED'">{{
-                    l.result
-                  }}</span>
-                </td>
-                <td class="cic-mono" style="font-size: 12px">{{ l.reference }}</td>
-              </tr>
-            }
-          </tbody>
-        </table>
-      </div>
-      <div class="cic-pager">
-        <span>{{ offset + 1 }}–{{ offset + items.length }} of {{ total }}</span>
-        <span class="cic-actions">
-          <button class="cic-btn sm" (click)="page(-1)" [disabled]="offset === 0">Previous</button>
-          <button class="cic-btn sm" (click)="page(1)" [disabled]="offset + limit >= total">Next</button>
-        </span>
-      </div>
-    }
-  </div>
-</div>
-
-<mifosx-api-log-detail [log]="openLog" (closed)="openLog = null"></mifosx-api-log-detail>

src/app/api-management/api-logs/api-logs.component.ts

@@ -1,77 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, OnInit, inject } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-import { ActivatedRoute, RouterModule } from '@angular/router';
-
-import { ApiLogDetailComponent } from '../api-log-detail/api-log-detail.component';
-import { ApiLog, ApiManagementService, ApiVendor } from '../api-management.service';
-
-/** Every API call, IN and OUT, across all vendors, with its request and response. */
-@Component({
-  selector: 'mifosx-api-logs',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    RouterModule,
-    ApiLogDetailComponent
-  ],
-  templateUrl: './api-logs.component.html',
-  styleUrls: ['../../credit-bureau/cic-shared.scss']
-})
-export class ApiLogsComponent implements OnInit {
-  private service = inject(ApiManagementService);
-  private route = inject(ActivatedRoute);
-
-  vendors: ApiVendor[] = [];
-  filter = { vendorId: '', direction: '', result: '', search: '' };
-  items: ApiLog[] = [];
-  total = 0;
-  success = 0;
-  failed = 0;
-  offset = 0;
-  readonly limit = 15;
-  loading = false;
-  openLog: ApiLog | null = null;
-
-  ngOnInit(): void {
-    const vendorId = this.route.snapshot.queryParamMap.get('vendorId');
-    if (vendorId) this.filter.vendorId = vendorId;
-    this.service.vendors().subscribe((v) => (this.vendors = v));
-    this.load();
-  }
-
-  load(): void {
-    this.loading = true;
-    this.service.logs({ ...this.filter, offset: this.offset, limit: this.limit }).subscribe((r) => {
-      this.items = r.items;
-      this.total = r.total;
-      this.success = r.success;
-      this.failed = r.failed;
-      this.loading = false;
-    });
-  }
-
-  apply(): void {
-    this.offset = 0;
-    this.load();
-  }
-
-  reset(): void {
-    this.filter = { vendorId: '', direction: '', result: '', search: '' };
-    this.apply();
-  }
-
-  page(delta: number): void {
-    this.offset = Math.max(0, this.offset + delta * this.limit);
-    this.load();
-  }
-}

src/app/api-management/api-management-routing.module.ts

@@ -1,58 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { NgModule } from '@angular/core';
-import { Routes, RouterModule } from '@angular/router';
-
-import { Route } from '../core/route/route.service';
-import { ApiVendorsComponent } from './api-vendors/api-vendors.component';
-import { ApiVendorSetupComponent } from './api-vendor-setup/api-vendor-setup.component';
-import { ApiLogsComponent } from './api-logs/api-logs.component';
-
-const routes: Routes = [
-  Route.withShell([
-    {
-      path: 'api-management',
-      data: { title: 'API Management', breadcrumb: 'API Management' },
-      children: [
-        {
-          path: '',
-          redirectTo: 'vendors',
-          pathMatch: 'full'
-        },
-        {
-          path: 'vendors',
-          data: { breadcrumb: 'Vendors' },
-          children: [
-            {
-              path: '',
-              component: ApiVendorsComponent,
-              data: { title: 'API Vendors & Setup' }
-            },
-            {
-              path: ':id',
-              component: ApiVendorSetupComponent,
-              data: { title: 'Vendor Setup', breadcrumb: 'Setup' }
-            }
-          ]
-        },
-        {
-          path: 'logs',
-          component: ApiLogsComponent,
-          data: { title: 'API Call Logs', breadcrumb: 'Call Logs' }
-        }
-      ]
-    }
-  ])
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class ApiManagementRoutingModule {}

src/app/api-management/api-management.module.ts

@@ -1,29 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { NgModule } from '@angular/core';
-
-import { SharedModule } from '../shared/shared.module';
-import { ApiManagementRoutingModule } from './api-management-routing.module';
-import { ApiVendorsComponent } from './api-vendors/api-vendors.component';
-import { ApiVendorSetupComponent } from './api-vendor-setup/api-vendor-setup.component';
-import { ApiLogsComponent } from './api-logs/api-logs.component';
-import { ApiLogDetailComponent } from './api-log-detail/api-log-detail.component';
-
-/** API Management: connect any outside API service (CIC, SMS, WhatsApp ...) - vendor, work, API set, IN / OUT. */
-@NgModule({
-  imports: [
-    SharedModule,
-    ApiManagementRoutingModule,
-    ApiVendorsComponent,
-    ApiVendorSetupComponent,
-    ApiLogsComponent,
-    ApiLogDetailComponent
-  ]
-})
-export class ApiManagementModule {}

src/app/api-management/api-vendor-setup/api-vendor-setup.component.html

@@ -1,777 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="cic-page">
-  <div class="cic-head">
-    <div>
-      <h1>{{ vendor?.name || 'Vendor setup' }}</h1>
-      <p>{{ vendor?.work }}</p>
-    </div>
-    <div class="cic-actions">
-      @if (vendor) {
-        <span class="cic-badge" [class.good]="vendor.active">{{ vendor.active ? 'Active' : 'Switched off' }}</span>
-        <span
-          class="cic-badge"
-          [class.warn]="vendor.environment === 'SIMULATOR'"
-          [class.good]="vendor.environment === 'PRODUCTION'"
-          >{{ vendor.environment }}</span
-        >
-      }
-      <a class="cic-btn" routerLink="/api-management/vendors">← All vendors</a>
-    </div>
-  </div>
-
-  @if (error && !editing && !importOpen) {
-    <div class="cic-alert error">{{ error }}</div>
-  }
-  @if (info && !editing) {
-    <div class="cic-alert success">{{ info }}</div>
-  }
-  @if (loading && !vendor) {
-    <div class="cic-card cic-empty">Loading…</div>
-  }
-
-  @if (vendor) {
-    @if (vendor.configNote) {
-      <div class="cic-alert info">{{ vendor.configNote }}</div>
-    }
-    @if (vendor.links.length) {
-      <div class="cic-alert info">
-        {{ vendor.code }} also has its own screens:
-        @for (l of vendor.links; track l.route) {
-          <a class="cic-btn sm" style="margin-left: 6px" [routerLink]="l.route">{{ l.label }}</a>
-        }
-      </div>
-    }
-
-    <div class="cic-tabs">
-      <button [class.active]="tab === 'connection'" (click)="tab = 'connection'">1 · Connection</button>
-      <button [class.active]="tab === 'apis'" (click)="tab = 'apis'">2 · API set ({{ vendor.apis.length }})</button>
-      <button [class.active]="tab === 'test'" (click)="tab = 'test'">3 · Test</button>
-      <button [class.active]="tab === 'calls'" (click)="tab = 'calls'; loadCalls()">Recent calls</button>
-    </div>
-
-    <!-- CONNECTION -->
-    @if (tab === 'connection') {
-      <div class="cic-card">
-        <h2>Vendor and connection</h2>
-        <div class="cic-grid cols-2">
-          <div class="cic-field">
-            <label>Vendor name</label>
-            <input [(ngModel)]="form.name" />
-          </div>
-          <div class="cic-field">
-            <label>Environment</label>
-            <select [(ngModel)]="form.environment">
-              <option value="SIMULATOR">SIMULATOR — no network call</option>
-              <option value="UAT">UAT — vendor's test environment</option>
-              <option value="PRODUCTION">PRODUCTION — live</option>
-            </select>
-          </div>
-          <div class="cic-field" style="grid-column: 1 / -1">
-            <label>Work — what this vendor is used for</label>
-            <input [(ngModel)]="form.work" />
-          </div>
-          <div class="cic-field" style="grid-column: 1 / -1">
-            <label>Base URL</label>
-            <input class="cic-mono" [(ngModel)]="form.baseUrl" placeholder="https://api.vendor.example/v1" />
-            <span class="hint">Every OUT / pull API path is added to this. PRODUCTION needs https://.</span>
-          </div>
-          <div class="cic-field">
-            <label>Authentication</label>
-            <select [(ngModel)]="form.authType">
-              @for (a of authTypes; track a.key) {
-                <option [value]="a.key">{{ a.label }}</option>
-              }
-            </select>
-          </div>
-          @if (form.authType === 'BASIC') {
-            <div class="cic-field">
-              <label>User id</label>
-              <input [(ngModel)]="form.username" autocomplete="off" />
-            </div>
-          }
-          @if (form.authType === 'API_KEY') {
-            <div class="cic-field">
-              <label>API key header name</label>
-              <input class="cic-mono" [(ngModel)]="form.apiKeyHeader" />
-            </div>
-          }
-          @if (needsSecret()) {
-            <div class="cic-field">
-              <label>{{ secretLabel() }}</label>
-              <input
-                type="password"
-                [(ngModel)]="form.secret"
-                autocomplete="new-password"
-                [placeholder]="vendor.hasSecret ? '•••••• stored — leave blank to keep' : 'Enter to store (encrypted)'"
-              />
-              @if (vendor.hasSecret) {
-                <label style="display: flex; gap: 6px; align-items: center; font-weight: 500; font-size: 12px">
-                  <input type="checkbox" [(ngModel)]="form.clearSecret" style="width: auto" /> Remove the stored
-                  credential
-                </label>
-              }
-            </div>
-          }
-          <div class="cic-field">
-            <label>Sender / member id</label>
-            <input [(ngModel)]="form.senderId" />
-            <span class="hint"
-              >The bank's id at this vendor (SMS sender id, WhatsApp number id, CIC member code …).</span
-            >
-          </div>
-          <div class="cic-field">
-            <label>Timeout (ms)</label>
-            <input type="number" min="1000" max="300000" [(ngModel)]="form.timeoutMs" />
-          </div>
-          <div class="cic-field">
-            <label>Retries on failure</label>
-            <input type="number" min="0" max="5" [(ngModel)]="form.retries" />
-          </div>
-          <label style="display: flex; gap: 8px; align-items: center; font-size: 13px">
-            <input type="checkbox" [(ngModel)]="form.active" /> Vendor active
-          </label>
-        </div>
-
-        <h4 style="margin: 18px 0 6px; font-size: 13px">
-          Default headers
-          <span class="muted" style="font-weight: 400"
-            >— sent on every API of this vendor (an API can override one)</span
-          >
-        </h4>
-        <mifosx-api-key-value-editor
-          [rows]="form.defaultHeaders"
-          keyLabel="Header"
-          keyPlaceholder="Accept"
-          addLabel="+ Add header"
-          emptyText="No default header."
-        ></mifosx-api-key-value-editor>
-
-        <div class="cic-actions" style="margin-top: 16px">
-          <button class="cic-btn primary" (click)="saveConnection()" [disabled]="saving">
-            {{ saving ? 'Saving…' : 'Save connection' }}
-          </button>
-          <button class="cic-btn" (click)="tab = 'apis'">Next: API set →</button>
-        </div>
-      </div>
-    }
-
-    <!-- API SET -->
-    @if (tab === 'apis') {
-      <div class="cic-card">
-        <h2>
-          API set
-          <span class="cic-actions">
-            <button class="cic-btn sm" (click)="newApi('OUT')">+ OUT API (CBS calls vendor)</button>
-            <button class="cic-btn sm" (click)="newApi('IN')">+ IN API (data comes into CBS)</button>
-          </span>
-        </h2>
-        @if (!vendor.apis.length) {
-          <div class="cic-empty">
-            No API yet. Add one, then fill it in by hand or read it from a JSON / cURL / Postman file.
-          </div>
-        } @else {
-          <div class="cic-table-wrap">
-            <table class="cic-table">
-              <thead>
-                <tr>
-                  <th>API</th>
-                  <th>Direction</th>
-                  <th>Call</th>
-                  <th>Used for</th>
-                  <th>Headers / query</th>
-                  <th>Mapping</th>
-                  <th>Active</th>
-                  <th></th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (a of vendor.apis; track a.id) {
-                  <tr>
-                    <td>
-                      <b>{{ a.name }}</b>
-                    </td>
-                    <td>
-                      <span class="cic-badge" [class.brand]="a.direction === 'IN'" [class.ok]="a.direction === 'OUT'">{{
-                        a.direction
-                      }}</span>
-                      @if (a.mode) {
-                        <span class="muted" style="font-size: 11px"> {{ a.mode === 'PULL' ? 'pull' : 'push' }}</span>
-                      }
-                    </td>
-                    <td class="cic-mono" style="font-size: 12px">{{ a.method }} {{ a.path }}</td>
-                    <td style="max-width: 260px; white-space: normal">{{ a.usedFor }}</td>
-                    <td>{{ a.headers.length }} / {{ a.queryParams.length }}</td>
-                    <td>{{ a.requestRows.length }} / {{ a.responseRows.length }}</td>
-                    <td>
-                      <span class="cic-badge" [class.good]="a.active">{{ a.active ? 'Yes' : 'Off' }}</span>
-                    </td>
-                    <td style="white-space: nowrap">
-                      <button class="cic-btn sm" (click)="editApi(a)">Edit</button>
-                      <button class="cic-btn sm danger" (click)="deleteApi(a)">✕</button>
-                    </td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        }
-      </div>
-    }
-
-    <!-- TEST -->
-    @if (tab === 'test') {
-      <div class="cic-card">
-        <h2>
-          Test an API
-          <span class="cic-card-sub">simulated — nothing is sent to the vendor; the result is added to the logs</span>
-        </h2>
-        @if (!vendor.apis.length) {
-          <div class="cic-empty">Add an API first.</div>
-        } @else {
-          <div class="cic-field" style="max-width: 420px">
-            <label>API</label>
-            <select [(ngModel)]="testApiId" (ngModelChange)="fillTestBody()">
-              @for (a of vendor.apis; track a.id) {
-                <option [ngValue]="a.id">{{ a.direction }} · {{ a.name }}</option>
-              }
-            </select>
-          </div>
-          @if (testPreview; as p) {
-            <h4 style="margin: 14px 0 6px; font-size: 13px">The request</h4>
-            <pre class="cic-code" style="max-height: 200px">{{ p.method }} {{ p.url }}
-@for (h of p.headers; track h.key) {
-{{ h.key }}: {{ h.value }}
-}</pre>
-          }
-          <div class="cic-field" style="margin-top: 12px">
-            <label>Request body</label>
-            <textarea class="cic-mono" rows="9" [(ngModel)]="testBody"></textarea>
-          </div>
-          <button class="cic-btn primary" style="margin-top: 12px" (click)="runTest()" [disabled]="testing">
-            {{ testing ? 'Sending…' : 'Send test' }}
-          </button>
-        }
-      </div>
-      @if (testResult) {
-        <div class="cic-alert success">
-          {{ testResult.reference }} — HTTP {{ testResult.httpStatus }} in {{ testResult.durationMs }} ms
-        </div>
-        <div class="cic-split">
-          <div class="cic-card">
-            <h2>Response headers</h2>
-            <pre class="cic-code">{{ testResult.responseHeaders }}</pre>
-          </div>
-          <div class="cic-card">
-            <h2>Response body</h2>
-            <pre class="cic-code">{{ testResult.response || '(empty)' }}</pre>
-          </div>
-        </div>
-      }
-    }
-
-    <!-- RECENT CALLS -->
-    @if (tab === 'calls') {
-      <div class="cic-card">
-        <h2>
-          Recent calls
-          <a class="cic-btn sm" routerLink="/api-management/logs" [queryParams]="{ vendorId: vendor.id }">All logs</a>
-        </h2>
-        @if (!calls.length) {
-          <div class="cic-empty">No call yet.</div>
-        } @else {
-          <div class="cic-table-wrap">
-            <table class="cic-table">
-              <thead>
-                <tr>
-                  <th>Time</th>
-                  <th>API</th>
-                  <th>Direction</th>
-                  <th>HTTP</th>
-                  <th class="num">ms</th>
-                  <th>Result</th>
-                  <th>Reference</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (l of calls; track l.id) {
-                  <tr class="clickable" (click)="openLog = l">
-                    <td>{{ l.time | slice: 0 : 16 }}</td>
-                    <td>{{ l.apiName }}</td>
-                    <td>
-                      <span class="cic-badge" [class.brand]="l.direction === 'IN'" [class.ok]="l.direction === 'OUT'">{{
-                        l.direction
-                      }}</span>
-                    </td>
-                    <td>{{ l.httpStatus }}</td>
-                    <td class="num">{{ l.durationMs }}</td>
-                    <td>
-                      <span
-                        class="cic-badge"
-                        [class.good]="l.result === 'SUCCESS'"
-                        [class.bad]="l.result === 'FAILED'"
-                        >{{ l.result }}</span
-                      >
-                    </td>
-                    <td class="cic-mono" style="font-size: 12px">{{ l.reference }}</td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        }
-      </div>
-    }
-  }
-</div>
-
-<!-- API editor -->
-@if (editing) {
-  <div class="cic-modal-backdrop" (click)="editing = null">
-    <div class="cic-modal" style="width: min(1100px, 100%)" (click)="$event.stopPropagation()">
-      <div style="display: flex; justify-content: space-between; gap: 12px; align-items: flex-start">
-        <h3 style="margin: 0">
-          {{ isNewApi ? 'New' : 'Edit' }} API
-          <span class="cic-badge" [class.brand]="editing.direction === 'IN'" [class.ok]="editing.direction === 'OUT'">{{
-            editing.direction
-          }}</span>
-          @if (editing.mode) {
-            <span class="muted" style="font-size: 12px; font-weight: 500">
-              {{ editing.mode === 'PULL' ? 'pull' : 'push' }}</span
-            >
-          }
-        </h3>
-        <button class="cic-btn sm primary" (click)="openImport()">⬆ Import from JSON / cURL / Postman</button>
-      </div>
-      <p class="muted" style="font-size: 12px; margin: 6px 0 10px">
-        @if (editing.direction === 'OUT') {
-          OUT — the CBS calls the vendor: fill the request it sends and the response it expects.
-        } @else if (editing.mode === 'PULL') {
-          IN (pull) — the CBS asks the vendor for data on a schedule: fill the request it sends and the response it
-          reads.
-        } @else {
-          IN (push) — the vendor calls a CBS path: fill what the vendor sends us and what we answer.
-        }
-        Type everything in, or read it from a file with the import button — then check each tab.
-      </p>
-
-      @if (info) {
-        <div class="cic-alert success">{{ info }}</div>
-      }
-      @if (error) {
-        <div class="cic-alert error">{{ error }}</div>
-      }
-
-      <div class="cic-tabs">
-        <button [class.active]="editorTab === 'basics'" (click)="editorTab = 'basics'">1 · Basics</button>
-        <button [class.active]="editorTab === 'request'" (click)="editorTab = 'request'">
-          2 · {{ outbound ? 'Request' : 'What the vendor sends' }}
-        </button>
-        <button [class.active]="editorTab === 'response'" (click)="editorTab = 'response'">
-          3 · {{ outbound ? 'Response' : 'Our answer' }}
-        </button>
-      </div>
-
-      <!-- BASICS -->
-      @if (editorTab === 'basics') {
-        <div class="cic-grid cols-4">
-          <div class="cic-field" style="grid-column: span 2">
-            <label>API name</label>
-            <input [(ngModel)]="editing.name" placeholder="e.g. Send SMS" />
-          </div>
-          <div class="cic-field">
-            <label>Direction</label>
-            <select [(ngModel)]="editing.direction" (ngModelChange)="directionChanged()">
-              <option value="OUT">OUT — CBS calls vendor</option>
-              <option value="IN">IN — data comes into CBS</option>
-            </select>
-          </div>
-          @if (editing.direction === 'IN') {
-            <div class="cic-field">
-              <label>How data arrives</label>
-              <select [(ngModel)]="editing.mode">
-                <option value="PULL">PULL — CBS asks on a schedule</option>
-                <option value="PUSH">PUSH — vendor calls a CBS path</option>
-              </select>
-            </div>
-          } @else {
-            <div></div>
-          }
-          <div class="cic-field">
-            <label>HTTP method</label>
-            <select [(ngModel)]="editing.method">
-              @for (m of methods; track m) {
-                <option [value]="m">{{ m }}</option>
-              }
-            </select>
-          </div>
-          <div class="cic-field" style="grid-column: span 3">
-            <label>{{ outbound ? "Vendor's API path (after the base URL)" : 'CBS path the vendor calls' }}</label>
-            <input
-              class="cic-mono"
-              [(ngModel)]="editing.path"
-              (ngModelChange)="pathChanged()"
-              placeholder="/messages/send"
-            />
-            <span class="hint"
-              >Use {{ '{' }}name{{ '}' }} for a value that changes, e.g. /v21.0/{{ '{' }}senderId{{
-                '}'
-              }}/messages.</span
-            >
-          </div>
-          <div class="cic-field" style="grid-column: span 3">
-            <label>When is it used</label>
-            <input [(ngModel)]="editing.usedFor" placeholder="e.g. OTP and transaction alerts" />
-          </div>
-          <div class="cic-field">
-            <label>Timeout for this API (ms)</label>
-            <input type="number" min="1000" max="300000" [(ngModel)]="editing.timeoutMs" placeholder="vendor's" />
-          </div>
-          <div class="cic-field">
-            <label>Retries for this API</label>
-            <input type="number" min="0" max="5" [(ngModel)]="editing.retries" placeholder="vendor's" />
-          </div>
-        </div>
-        <label style="display: flex; gap: 8px; align-items: center; font-size: 13px; margin: 12px 0">
-          <input type="checkbox" [(ngModel)]="editing.active" /> API active
-        </label>
-
-        @if (preview(editing); as p) {
-          <h4 style="margin: 14px 0 6px; font-size: 13px">
-            {{ outbound ? 'The call as it will go out' : 'The call the vendor will make to us' }}
-            <span class="muted" style="font-weight: 400"> (credentials masked)</span>
-          </h4>
-          <pre class="cic-code" style="max-height: 220px">{{ p.method }} {{ p.url }}
-@for (h of p.headers; track h.key) {
-{{ h.key }}: {{ h.value }}
-}
-{{ p.body }}</pre>
-        }
-      }
-
-      <!-- REQUEST -->
-      @if (editorTab === 'request') {
-        <h4 style="margin: 4px 0 6px; font-size: 13px">Path parameters</h4>
-        <mifosx-api-key-value-editor
-          [rows]="editing.pathParams"
-          keyLabel="Parameter"
-          valueLabel="Value (a CBS placeholder or fixed value)"
-          [fixedKeys]="true"
-          emptyText="The path has no {name} placeholder."
-        ></mifosx-api-key-value-editor>
-
-        <h4 style="margin: 16px 0 6px; font-size: 13px">Query parameters</h4>
-        <mifosx-api-key-value-editor
-          [rows]="editing.queryParams"
-          keyLabel="Parameter"
-          keyPlaceholder="version"
-          addLabel="+ Add query parameter"
-          emptyText="No query parameter."
-        ></mifosx-api-key-value-editor>
-
-        <h4 style="margin: 16px 0 6px; font-size: 13px">
-          Headers
-          <span class="muted" style="font-weight: 400"
-            >— this API's own; the vendor's default headers and its authentication are added automatically</span
-          >
-        </h4>
-        <mifosx-api-key-value-editor
-          [rows]="editing.headers"
-          keyLabel="Header"
-          keyPlaceholder="X-Request-Id"
-          valuePlaceholder="{{ '{{' }}request.reference{{ '}}' }}"
-          addLabel="+ Add header"
-          emptyText="No header of its own."
-        ></mifosx-api-key-value-editor>
-
-        <div class="cic-grid cols-4" style="margin-top: 16px">
-          <div class="cic-field" style="grid-column: span 2">
-            <label>Content type</label>
-            <select [(ngModel)]="editing.contentType">
-              @for (c of contentTypes; track c.key) {
-                <option [value]="c.key">{{ c.label }}</option>
-              }
-            </select>
-          </div>
-        </div>
-
-        <div class="cic-field" style="margin-top: 12px">
-          <label>{{ outbound ? 'Request payload' : 'Payload the vendor sends us' }}</label>
-          <textarea class="cic-mono" rows="10" [(ngModel)]="editing.requestBody"></textarea>
-          <span class="hint">
-            {{
-              outbound
-                ? 'The constant parts of the payload; the mapping below puts CBS values into it.'
-                : 'A sample of what arrives; the mapping reads values out of it.'
-            }}
-          </span>
-        </div>
-
-        <h4 style="margin: 16px 0 6px; font-size: 13px">
-          {{ mappingTitle('request') }}
-          <span class="muted" style="font-weight: 400; font-size: 12px">
-            · {{ matchedCount('request') }} of {{ editing.requestRows.length }} rows found in the sample
-            {{ 'request' === 'request' ? 'payload' : 'body' }}
-          </span>
-          <button class="cic-btn sm" style="margin-left: 8px" (click)="generateRows('request')">
-            Build rows from the payload
-          </button>
-        </h4>
-        <div class="cic-table-wrap">
-          <table class="cic-table">
-            <thead>
-              <tr>
-                <th>{{ fromLabel('request') }}</th>
-                <th>{{ toLabel('request') }}</th>
-                <th>Transform</th>
-                <th>Fixed / default value</th>
-                <th>In the sample payload</th>
-                <th>Required</th>
-                <th style="width: 40px"></th>
-              </tr>
-            </thead>
-            <tbody>
-              @let requestMatch = sampleMatches('request');
-              @for (r of editing.requestRows; track $index; let i = $index) {
-                <tr>
-                  <td>
-                    @if (fromIsCbs('request')) {
-                      <select [(ngModel)]="r.from">
-                        <option value="">— fixed value (set it on the right) —</option>
-                        @for (f of cbsFields; track f.key) {
-                          <option [value]="f.key">{{ f.label }}</option>
-                        }
-                      </select>
-                    } @else {
-                      <input class="cic-mono" [(ngModel)]="r.from" />
-                    }
-                  </td>
-                  <td><input class="cic-mono" [(ngModel)]="r.to" /></td>
-                  <td>
-                    <select [(ngModel)]="r.transform">
-                      @for (t of transforms; track t.key) {
-                        <option [value]="t.key">{{ t.label }}</option>
-                      }
-                    </select>
-                  </td>
-                  <td><input [(ngModel)]="r.defaultValue" /></td>
-                  <td class="cic-mono" style="font-size: 12px; white-space: nowrap">
-                    @if (requestMatch[i].found) {
-                      <span class="tone-good">✓ {{ requestMatch[i].value }}</span>
-                    } @else if (r.defaultValue) {
-                      <span class="muted">fixed: {{ r.defaultValue }}</span>
-                    } @else {
-                      <span class="tone-bad">✗ {{ requestMatch[i].value || 'no path' }}</span>
-                    }
-                  </td>
-                  <td style="text-align: center">
-                    <input type="checkbox" [(ngModel)]="r.mandatory" style="width: auto" />
-                  </td>
-                  <td><button class="cic-btn sm danger" (click)="removeRow('request', i)">✕</button></td>
-                </tr>
-              }
-            </tbody>
-          </table>
-        </div>
-        <button class="cic-btn sm" style="margin-top: 8px" (click)="addRow('request')">+ Add field</button>
-      }
-
-      <!-- RESPONSE -->
-      @if (editorTab === 'response') {
-        <div class="cic-grid cols-4">
-          <div class="cic-field">
-            <label>Success status code(s)</label>
-            <input class="cic-mono" [(ngModel)]="editing.successCodes" placeholder="200, 202" />
-            <span class="hint">{{
-              outbound ? 'Codes the vendor answers with when it worked.' : 'Codes the CBS answers with.'
-            }}</span>
-          </div>
-        </div>
-
-        <h4 style="margin: 16px 0 6px; font-size: 13px">
-          {{ outbound ? 'Response headers' : 'Headers of our answer' }}
-        </h4>
-        <mifosx-api-key-value-editor
-          [rows]="editing.responseHeaders"
-          keyLabel="Header"
-          keyPlaceholder="Content-Type"
-          addLabel="+ Add header"
-          emptyText="No response header noted."
-        ></mifosx-api-key-value-editor>
-
-        <div class="cic-grid cols-2" style="margin-top: 16px">
-          <div class="cic-field">
-            <label>{{ outbound ? 'Success response body' : 'Our answer body' }}</label>
-            <textarea class="cic-mono" rows="10" [(ngModel)]="editing.responseBody"></textarea>
-          </div>
-          <div class="cic-field">
-            <label>Error response body</label>
-            <textarea class="cic-mono" rows="10" [(ngModel)]="editing.errorBody"></textarea>
-            <span class="hint"
-              >What comes back when it fails (wrong key, rate limit …) — shown in the logs for a failed call.</span
-            >
-          </div>
-        </div>
-
-        <h4 style="margin: 16px 0 6px; font-size: 13px">
-          {{ mappingTitle('response') }}
-          <span class="muted" style="font-weight: 400; font-size: 12px">
-            · {{ matchedCount('response') }} of {{ editing.responseRows.length }} rows found in the sample
-            {{ 'response' === 'request' ? 'payload' : 'body' }}
-          </span>
-          <button class="cic-btn sm" style="margin-left: 8px" (click)="generateRows('response')">
-            Build rows from the body
-          </button>
-        </h4>
-        <div class="cic-table-wrap">
-          <table class="cic-table">
-            <thead>
-              <tr>
-                <th>{{ fromLabel('response') }}</th>
-                <th>{{ toLabel('response') }}</th>
-                <th>Transform</th>
-                <th>Fixed / default value</th>
-                <th>In the sample payload</th>
-                <th>Required</th>
-                <th style="width: 40px"></th>
-              </tr>
-            </thead>
-            <tbody>
-              @let responseMatch = sampleMatches('response');
-              @for (r of editing.responseRows; track $index; let i = $index) {
-                <tr>
-                  <td>
-                    @if (fromIsCbs('response')) {
-                      <select [(ngModel)]="r.from">
-                        <option value="">— fixed value (set it on the right) —</option>
-                        @for (f of cbsFields; track f.key) {
-                          <option [value]="f.key">{{ f.label }}</option>
-                        }
-                      </select>
-                    } @else {
-                      <input class="cic-mono" [(ngModel)]="r.from" />
-                    }
-                  </td>
-                  <td><input class="cic-mono" [(ngModel)]="r.to" /></td>
-                  <td>
-                    <select [(ngModel)]="r.transform">
-                      @for (t of transforms; track t.key) {
-                        <option [value]="t.key">{{ t.label }}</option>
-                      }
-                    </select>
-                  </td>
-                  <td><input [(ngModel)]="r.defaultValue" /></td>
-                  <td class="cic-mono" style="font-size: 12px; white-space: nowrap">
-                    @if (responseMatch[i].found) {
-                      <span class="tone-good">✓ {{ responseMatch[i].value }}</span>
-                    } @else if (r.defaultValue) {
-                      <span class="muted">fixed: {{ r.defaultValue }}</span>
-                    } @else {
-                      <span class="tone-bad">✗ {{ responseMatch[i].value || 'no path' }}</span>
-                    }
-                  </td>
-                  <td style="text-align: center">
-                    <input type="checkbox" [(ngModel)]="r.mandatory" style="width: auto" />
-                  </td>
-                  <td><button class="cic-btn sm danger" (click)="removeRow('response', i)">✕</button></td>
-                </tr>
-              }
-            </tbody>
-          </table>
-        </div>
-        <button class="cic-btn sm" style="margin-top: 8px" (click)="addRow('response')">+ Add field</button>
-      }
-
-      <div class="foot">
-        <button class="cic-btn" (click)="editing = null">Cancel</button>
-        <button class="cic-btn primary" (click)="saveApi()" [disabled]="savingApi">
-          {{ savingApi ? 'Saving…' : 'Save API' }}
-        </button>
-      </div>
-    </div>
-  </div>
-}
-
-<!-- Import from JSON / cURL / Postman / HAR -->
-@if (importOpen && editing) {
-  <div class="cic-modal-backdrop" style="z-index: 1100" (click)="importOpen = false">
-    <div class="cic-modal" style="width: min(1000px, 100%)" (click)="$event.stopPropagation()">
-      <h3>Import from JSON / cURL / Postman</h3>
-      <p class="muted" style="font-size: 12px; margin: 0 0 10px">
-        Paste it or choose a file —
-        {{ outbound ? 'the request and the response' : 'what the vendor sends us and what we answer' }}. Any of these
-        works: a <b>cURL</b> command, a <b>Postman</b> collection or request, a <b>HAR</b> capture, an API definition
-        (<code>{{ '{' }} method, url, headers, query, body, status … {{ '}' }}</code
-        >), or just the <b>JSON payload</b>. The method, URL / path, query parameters, headers, content type, payload,
-        status code, response headers, bodies and a first CBS mapping are filled in for you. Passwords, keys and tokens
-        are never kept.
-      </p>
-      @if (importError) {
-        <div class="cic-alert error">{{ importError }}</div>
-      }
-      <div class="cic-grid cols-2">
-        <div class="cic-field">
-          <label
-            >{{ outbound ? 'Request' : 'What the vendor sends us' }} — cURL, Postman, HAR, definition or payload</label
-          >
-          <textarea
-            class="cic-mono"
-            rows="12"
-            [(ngModel)]="importRequestText"
-            placeholder="curl -X POST 'https://api.vendor.in/v1/send' -H 'Content-Type: application/json' -d '{ ... }'"
-          ></textarea>
-          <div style="display: flex; gap: 8px; align-items: center">
-            <input
-              type="file"
-              accept=".json,.txt,.curl,.har,.sh,application/json,text/plain"
-              (change)="onFile($event, 'request')"
-            />
-            @if (importRequestFile) {
-              <span class="muted" style="font-size: 12px">{{ importRequestFile }}</span>
-            }
-          </div>
-        </div>
-        <div class="cic-field">
-          <label>{{ outbound ? 'Response' : 'Our answer' }} — JSON body, or with status and headers (optional)</label>
-          <textarea
-            class="cic-mono"
-            rows="12"
-            [(ngModel)]="importResponseText"
-            placeholder='{ "status": 200, "headers": { "Content-Type": "application/json" }, "body": { ... } }'
-          ></textarea>
-          <div style="display: flex; gap: 8px; align-items: center">
-            <input
-              type="file"
-              accept=".json,.txt,.har,application/json,text/plain"
-              (change)="onFile($event, 'response')"
-            />
-            @if (importResponseFile) {
-              <span class="muted" style="font-size: 12px">{{ importResponseFile }}</span>
-            }
-          </div>
-        </div>
-      </div>
-      <div style="display: flex; gap: 20px; flex-wrap: wrap; margin-top: 12px; font-size: 13px">
-        <label style="display: flex; gap: 6px; align-items: center">
-          <input type="checkbox" [(ngModel)]="importReplace" /> Replace what is there now (headers, query, mapping rows)
-          — untick to add to it
-        </label>
-        <label style="display: flex; gap: 6px; align-items: center">
-          <input type="checkbox" [(ngModel)]="importGenerate" /> Build the CBS field mapping from the payloads
-        </label>
-      </div>
-      <div class="foot">
-        <button class="cic-btn" (click)="importOpen = false">Cancel</button>
-        <button class="cic-btn primary" (click)="applyImport()">Read and fill in</button>
-      </div>
-    </div>
-  </div>
-}
-
-<mifosx-api-log-detail [log]="openLog" (closed)="openLog = null"></mifosx-api-log-detail>

src/app/api-management/api-vendor-setup/api-vendor-setup.component.ts

@@ -1,600 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, OnInit, inject } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-import { ActivatedRoute, RouterModule } from '@angular/router';
-
-import { ApiKeyValueEditorComponent } from '../api-key-value-editor/api-key-value-editor.component';
-import { ApiLogDetailComponent } from '../api-log-detail/api-log-detail.component';
-import {
-  guessRequestRows,
-  guessResponseRows,
-  ImportedRequest,
-  ImportedResponse,
-  parseRequestText,
-  parseResponseText
-} from '../api-import.util';
-import {
-  API_AUTH_TYPES,
-  API_CBS_FIELDS,
-  API_CONTENT_TYPES,
-  API_METHODS,
-  API_TRANSFORMS,
-  ApiLog,
-  ApiManagementService,
-  ApiMappingRow,
-  ApiVendor,
-  blankApi,
-  buildRequestPreview,
-  callsVendor,
-  KeyValue,
-  pathParamNames,
-  RequestPreview,
-  VendorApi
-} from '../api-management.service';
-
-/**
- * One vendor's setup: its connection (URL, authentication, default headers, credentials), its API set - each API IN or
- * OUT with the full HTTP detail and the field mapping, typed in or read from a JSON / cURL / Postman / HAR file - a
- * test call, and its recent calls.
- */
-@Component({
-  selector: 'mifosx-api-vendor-setup',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    RouterModule,
-    ApiLogDetailComponent,
-    ApiKeyValueEditorComponent
-  ],
-  templateUrl: './api-vendor-setup.component.html',
-  styleUrls: ['../../credit-bureau/cic-shared.scss']
-})
-export class ApiVendorSetupComponent implements OnInit {
-  private service = inject(ApiManagementService);
-  private route = inject(ActivatedRoute);
-
-  vendor: ApiVendor | null = null;
-  tab: 'connection' | 'apis' | 'test' | 'calls' = 'connection';
-  loading = false;
-  error: string | null = null;
-  info: string | null = null;
-
-  // connection
-  form: any = {};
-  saving = false;
-
-  // API set
-  editing: VendorApi | null = null;
-  isNewApi = false;
-  savingApi = false;
-  editorTab: 'basics' | 'request' | 'response' = 'basics';
-
-  // import from JSON / cURL / Postman / HAR
-  importOpen = false;
-  importRequestText = '';
-  importResponseText = '';
-  importRequestFile = '';
-  importResponseFile = '';
-  importReplace = true;
-  importGenerate = true;
-  importError: string | null = null;
-
-  // test
-  testApiId: number | null = null;
-  testBody = '';
-  testing = false;
-  testResult: ApiLog | null = null;
-
-  // calls
-  calls: ApiLog[] = [];
-  openLog: ApiLog | null = null;
-
-  readonly authTypes = Object.entries(API_AUTH_TYPES).map(
-    ([
-      key,
-      label
-    ]) => ({ key, label })
-  );
-  readonly contentTypes = Object.entries(API_CONTENT_TYPES).map(
-    ([
-      key,
-      label
-    ]) => ({ key, label })
-  );
-  readonly transforms = Object.entries(API_TRANSFORMS).map(
-    ([
-      key,
-      label
-    ]) => ({ key, label })
-  );
-  readonly cbsFields = Object.entries(API_CBS_FIELDS).map(
-    ([
-      key,
-      label
-    ]) => ({ key, label })
-  );
-  readonly methods = API_METHODS;
-
-  ngOnInit(): void {
-    this.load(Number(this.route.snapshot.paramMap.get('id')));
-  }
-
-  load(id: number): void {
-    this.loading = true;
-    this.service.vendor(id).subscribe({
-      next: (v) => {
-        this.vendor = v;
-        this.loading = false;
-        this.resetForm(v);
-        if (!this.testApiId || !v.apis.some((a) => a.id === this.testApiId)) this.testApiId = v.apis[0]?.id ?? null;
-        this.fillTestBody();
-        this.loadCalls();
-      },
-      error: (e) => {
-        this.loading = false;
-        this.error = e?.error?.defaultUserMessage ?? 'Could not load the vendor.';
-      }
-    });
-  }
-
-  private resetForm(v: ApiVendor): void {
-    this.form = {
-      name: v.name,
-      work: v.work,
-      environment: v.environment,
-      baseUrl: v.baseUrl,
-      authType: v.authType,
-      username: v.username,
-      apiKeyHeader: v.apiKeyHeader,
-      secret: '',
-      clearSecret: false,
-      senderId: v.senderId,
-      timeoutMs: v.timeoutMs,
-      retries: v.retries,
-      defaultHeaders: JSON.parse(JSON.stringify(v.defaultHeaders)),
-      active: v.active
-    };
-  }
-
-  loadCalls(): void {
-    if (!this.vendor) return;
-    this.service.logs({ vendorId: String(this.vendor.id), limit: 12 }).subscribe((r) => (this.calls = r.items));
-  }
-
-  // ── connection ──
-
-  needsSecret(): boolean {
-    return this.form.authType !== 'NONE';
-  }
-
-  secretLabel(): string {
-    const a = this.form.authType;
-    return a === 'BASIC'
-      ? 'Password'
-      : a === 'API_KEY'
-        ? 'API key'
-        : a === 'BEARER_TOKEN'
-          ? 'Bearer token'
-          : 'Client secret';
-  }
-
-  saveConnection(): void {
-    if (!this.vendor) return;
-    this.saving = true;
-    this.error = null;
-    this.info = null;
-    const body = { ...this.form };
-    if (!body.secret) delete body.secret;
-    this.service.saveVendor(this.vendor.id, body).subscribe({
-      next: (v) => {
-        this.saving = false;
-        this.vendor = v;
-        this.resetForm(v);
-        this.info = `${v.name} connection saved.`;
-      },
-      error: (e) => {
-        this.saving = false;
-        this.error = e?.error?.defaultUserMessage ?? 'Could not save the connection.';
-      }
-    });
-  }
-
-  // ── API set ──
-
-  newApi(direction: 'IN' | 'OUT'): void {
-    this.isNewApi = true;
-    this.error = null;
-    this.info = null;
-    this.editorTab = 'basics';
-    this.editing = blankApi(direction);
-  }
-
-  editApi(a: VendorApi): void {
-    this.isNewApi = false;
-    this.error = null;
-    this.info = null;
-    this.editorTab = 'basics';
-    this.editing = JSON.parse(JSON.stringify(a));
-  }
-
-  /** True when the CBS makes the HTTP call (OUT, or IN pull); false for an IN push webhook. */
-  get outbound(): boolean {
-    return !!this.editing && callsVendor(this.editing);
-  }
-
-  directionChanged(): void {
-    if (!this.editing) return;
-    this.editing.mode = this.editing.direction === 'IN' ? (this.editing.mode ?? 'PUSH') : undefined;
-  }
-
-  /** Keeps the path-parameter table in step with the {names} typed in the path. */
-  pathChanged(): void {
-    if (!this.editing) return;
-    const names = pathParamNames(this.editing.path);
-    const kept = this.editing.pathParams.filter((p) => names.includes(p.key));
-    for (const n of names) {
-      if (!kept.some((p) => p.key === n))
-        kept.push({ key: n, value: '', description: '', enabled: true, secret: false });
-    }
-    this.editing.pathParams = kept;
-  }
-
-  rowsOf(side: 'request' | 'response'): ApiMappingRow[] {
-    if (!this.editing) return [];
-    return side === 'request' ? this.editing.requestRows : this.editing.responseRows;
-  }
-
-  /** Whether the left column of a mapping table holds a CBS value (a pick list) or a path in the vendor's JSON. */
-  fromIsCbs(side: 'request' | 'response'): boolean {
-    return this.outbound ? side === 'request' : side === 'response';
-  }
-
-  mappingTitle(side: 'request' | 'response'): string {
-    if (this.outbound) return side === 'request' ? 'Request mapping (CBS → vendor)' : 'Response mapping (vendor → CBS)';
-    return side === 'request' ? 'Incoming data mapping (vendor → CBS)' : 'Answer mapping (CBS → vendor)';
-  }
-
-  fromLabel(side: 'request' | 'response'): string {
-    return this.fromIsCbs(side) ? 'CBS value' : "Vendor's JSON path";
-  }
-
-  toLabel(side: 'request' | 'response'): string {
-    if (this.fromIsCbs(side)) return side === 'request' ? "Vendor's request path" : 'Answer path';
-    return 'CBS field';
-  }
-
-  private parsedCache = new Map<string, unknown>();
-
-  private parsed(text: string): unknown {
-    if (!this.parsedCache.has(text)) {
-      let v: unknown = undefined;
-      try {
-        v = JSON.parse(text);
-      } catch {
-        v = undefined;
-      }
-      if (this.parsedCache.size > 20) this.parsedCache.clear();
-      this.parsedCache.set(text, v);
-    }
-    return this.parsedCache.get(text);
-  }
-
-  /** Reads a.b[0].c out of a parsed payload; undefined when it is not there. */
-  private readPath(root: unknown, path: string): unknown {
-    let cur: any = root;
-    for (const part of path.match(/[^.[\]]+/g) ?? []) {
-      if (cur === null || cur === undefined) return undefined;
-      cur = cur[/^\d+$/.test(part) ? Number(part) : part];
-    }
-    return cur;
-  }
-
-  /**
-   * How a mapping row matches the sample payload on its side: the value found at the row's JSON path. Rows after a
-   * list (e.g. data.alerts) are read from the first item of that list, as the CBS does for each item.
-   */
-  sampleMatches(side: 'request' | 'response'): { found: boolean; value: string }[] {
-    if (!this.editing) return [];
-    const body = this.parsed(side === 'request' ? this.editing.requestBody : this.editing.responseBody);
-    const pathIsTo = this.fromIsCbs(side);
-    let item: unknown = undefined;
-    return this.rowsOf(side).map((r) => {
-      const path = (pathIsTo ? r.to : r.from).trim();
-      if (!path || body === undefined) return { found: false, value: body === undefined ? 'payload is not JSON' : '' };
-      let v = this.readPath(body, path);
-      if (v === undefined && item !== undefined) v = this.readPath(item, path);
-      if (Array.isArray(v)) {
-        if (item === undefined && v.length) item = v[0];
-        return { found: true, value: `list of ${v.length}` };
-      }
-      if (v === undefined) return { found: false, value: 'not in the sample payload' };
-      const text = typeof v === 'object' ? JSON.stringify(v) : String(v);
-      return { found: true, value: text.length > 40 ? text.slice(0, 40) + '…' : text };
-    });
-  }
-
-  matchedCount(side: 'request' | 'response'): number {
-    return this.sampleMatches(side).filter((m) => m.found).length;
-  }
-
-  addRow(side: 'request' | 'response'): void {
-    this.rowsOf(side).push({ from: '', to: '', transform: 'NONE', defaultValue: '', mandatory: false });
-  }
-
-  removeRow(side: 'request' | 'response', i: number): void {
-    this.rowsOf(side).splice(i, 1);
-  }
-
-  /** Builds mapping rows from the payload typed or imported for that side. */
-  generateRows(side: 'request' | 'response'): void {
-    if (!this.editing || !this.vendor) return;
-    const body = side === 'request' ? this.editing.requestBody : this.editing.responseBody;
-    // Reading values OUT of a payload (vendor → CBS) vs putting values INTO one (CBS → vendor).
-    const reading = !this.fromIsCbs(side);
-    const rows = reading ? guessResponseRows(body, this.vendor.code) : guessRequestRows(body);
-    if (!rows.length) {
-      this.error = 'That payload has no JSON values to build a mapping from.';
-      return;
-    }
-    this.error = null;
-    const target = this.rowsOf(side);
-    const have = new Set(target.map((r) => r.to));
-    target.push(...rows.filter((r) => !have.has(r.to)));
-    this.info = `${rows.length} mapping row(s) read from the payload. Review the CBS fields and adjust.`;
-  }
-
-  saveApi(): void {
-    if (!this.vendor || !this.editing) return;
-    this.savingApi = true;
-    this.error = null;
-    this.service.saveApi(this.vendor.id, this.editing).subscribe({
-      next: (a) => {
-        this.savingApi = false;
-        this.info = `${a.name} saved.`;
-        this.editing = null;
-        this.load(this.vendor!.id);
-      },
-      error: (e) => {
-        this.savingApi = false;
-        this.error = e?.error?.defaultUserMessage ?? 'Could not save the API.';
-      }
-    });
-  }
-
-  deleteApi(a: VendorApi): void {
-    if (!this.vendor || !confirm(`Delete the API "${a.name}"?`)) return;
-    this.service.deleteApi(this.vendor.id, a.id).subscribe(() => {
-      this.editing = null;
-      this.info = `${a.name} deleted.`;
-      this.load(this.vendor!.id);
-    });
-  }
-
-  /** The request this API would send (or receive), as the Test tab and the editor show it. */
-  preview(a: VendorApi | null): RequestPreview | null {
-    return this.vendor && a ? buildRequestPreview(this.vendor, a) : null;
-  }
-
-  // ── import ──
-
-  openImport(): void {
-    this.importOpen = true;
-    this.importError = null;
-    this.importReplace = this.isNewApi;
-    this.importRequestText = '';
-    this.importResponseText = '';
-    this.importRequestFile = '';
-    this.importResponseFile = '';
-  }
-
-  onFile(event: Event, which: 'request' | 'response'): void {
-    const input = event.target as HTMLInputElement;
-    const file = input.files?.[0];
-    if (!file) return;
-    if (file.size > 5 * 1024 * 1024) {
-      this.importError = 'The file is larger than 5 MB.';
-      return;
-    }
-    const reader = new FileReader();
-    reader.onload = () => {
-      const text = String(reader.result ?? '');
-      if (which === 'request') {
-        this.importRequestText = text;
-        this.importRequestFile = file.name;
-      } else {
-        this.importResponseText = text;
-        this.importResponseFile = file.name;
-      }
-    };
-    reader.readAsText(file);
-    input.value = '';
-  }
-
-  applyImport(): void {
-    if (!this.editing || !this.vendor) return;
-    this.importError = null;
-    let req: ImportedRequest | null = null;
-    let res: ImportedResponse | null = null;
-    try {
-      if (this.importRequestText.trim()) req = parseRequestText(this.importRequestText);
-      if (this.importResponseText.trim()) res = parseResponseText(this.importResponseText);
-      else if (req?.response) res = req.response;
-    } catch (e: any) {
-      this.importError = e?.message ?? 'Could not read the file.';
-      return;
-    }
-    if (!req && !res) {
-      this.importError = 'Paste or choose a request, a response, or both.';
-      return;
-    }
-
-    const a = this.editing;
-    const done: string[] = [];
-    const notes: string[] = [
-      ...(req?.notes ?? []),
-      ...(res?.notes ?? [])
-    ];
-    const replace = this.importReplace;
-
-    const mergePairs = (target: KeyValue[], incoming: KeyValue[]): KeyValue[] => {
-      if (replace) return incoming;
-      const out = [...target];
-      for (const p of incoming) {
-        const i = out.findIndex((x) => x.key.toLowerCase() === p.key.toLowerCase());
-        if (i >= 0) out[i] = p;
-        else out.push(p);
-      }
-      return out;
-    };
-
-    if (req) {
-      if (req.method && this.methods.includes(req.method)) {
-        a.method = req.method as VendorApi['method'];
-        done.push(`method ${req.method}`);
-      }
-      if (req.path && req.path !== '/') {
-        a.path = this.stripVendorBasePath(req.path);
-        done.push(`path ${a.path}`);
-      }
-      if (req.baseUrl) {
-        if (!this.form.baseUrl) {
-          this.form.baseUrl = req.baseUrl;
-          notes.push(`Base URL ${req.baseUrl} was put on the Connection tab - save it there.`);
-        } else if (this.form.baseUrl.replace(/\/+$/, '') !== req.baseUrl) {
-          notes.push(
-            `The file's host (${req.baseUrl}) is not this vendor's base URL (${this.form.baseUrl}); only the path was used.`
-          );
-        }
-      }
-      if (req.queryParams.length) {
-        a.queryParams = mergePairs(a.queryParams, req.queryParams);
-        done.push(`${req.queryParams.length} query parameter(s)`);
-      }
-      if (req.headers.length) {
-        a.headers = mergePairs(a.headers, req.headers);
-        done.push(`${req.headers.length} header(s)`);
-      }
-      if (req.contentType) {
-        a.contentType = Object.keys(API_CONTENT_TYPES).includes(req.contentType) ? req.contentType : a.contentType;
-        done.push(`content type ${a.contentType}`);
-      }
-      if (req.body !== undefined) {
-        a.requestBody = req.body;
-        done.push('request payload');
-      }
-      if (!a.name.trim() && a.path) {
-        const last =
-          a.path
-            .split('/')
-            .filter((s) => s && !s.includes('{'))
-            .pop() ?? 'API';
-        a.name = last.charAt(0).toUpperCase() + last.slice(1).replace(/[-_]+/g, ' ');
-      }
-      this.pathChanged();
-    }
-
-    if (res) {
-      const failure = res.status !== undefined && (res.status < 200 || res.status > 299);
-      if (res.status !== undefined && !failure) {
-        a.successCodes = String(res.status);
-        done.push(`success code ${res.status}`);
-      }
-      if (res.headers.length) {
-        a.responseHeaders = mergePairs(a.responseHeaders, res.headers);
-        done.push(`${res.headers.length} response header(s)`);
-      }
-      if (res.body !== undefined) {
-        if (failure) {
-          a.errorBody = res.body;
-          done.push(`error body (HTTP ${res.status})`);
-        } else {
-          a.responseBody = res.body;
-          done.push('response body');
-        }
-      }
-      if (res.errorBody !== undefined) {
-        a.errorBody = res.errorBody;
-        done.push('error body');
-      }
-    }
-
-    if (this.importGenerate) {
-      const addRows = (side: 'request' | 'response', body: string) => {
-        const reading = !this.fromIsCbs(side);
-        const rows = reading ? guessResponseRows(body, this.vendor!.code) : guessRequestRows(body);
-        if (!rows.length) return;
-        const target = replace ? [] : this.rowsOf(side);
-        const have = new Set(target.map((r) => r.to));
-        const merged = [
-          ...target,
-          ...rows.filter((r) => !have.has(r.to))
-        ];
-        if (side === 'request') a.requestRows = merged;
-        else a.responseRows = merged;
-        done.push(`${rows.length} ${side === 'request' ? 'request' : 'response'} mapping row(s)`);
-      };
-      if (req?.body !== undefined) addRows('request', a.requestBody);
-      if (res?.body !== undefined && !(res.status !== undefined && (res.status < 200 || res.status > 299)))
-        addRows('response', a.responseBody);
-    }
-
-    this.importOpen = false;
-    this.error = null;
-    this.info = `Read from ${[
-      req?.source,
-      res?.source
-    ]
-      .filter(Boolean)
-      .join(' + ')}: ${done.join(', ') || 'nothing new'}. ${notes.join(' ')} Review each tab, then Save API.`;
-  }
-
-  /** A path read from a full URL may repeat the path already in the vendor's base URL. */
-  private stripVendorBasePath(path: string): string {
-    const base = String(this.form.baseUrl ?? '');
-    const m = /^[a-zA-Z][a-zA-Z0-9+.-]*:\/\/[^/]+(\/.+)$/.exec(base.replace(/\/+$/, ''));
-    if (m && path.startsWith(m[1] + '/')) return path.slice(m[1].length);
-    return path;
-  }
-
-  // ── test ──
-
-  get testApi(): VendorApi | null {
-    return this.vendor?.apis.find((x) => x.id === this.testApiId) ?? null;
-  }
-
-  fillTestBody(): void {
-    this.testBody = this.testApi?.requestBody ?? '{}';
-    this.testResult = null;
-  }
-
-  get testPreview(): RequestPreview | null {
-    const a = this.testApi;
-    return this.vendor && a ? buildRequestPreview(this.vendor, { ...a, requestBody: this.testBody }) : null;
-  }
-
-  runTest(): void {
-    if (!this.vendor || !this.testApiId) return;
-    this.testing = true;
-    this.error = null;
-    this.service.testApi(this.vendor.id, this.testApiId, this.testBody).subscribe({
-      next: (log) => {
-        this.testing = false;
-        this.testResult = log;
-        this.loadCalls();
-      },
-      error: (e) => {
-        this.testing = false;
-        this.error = e?.error?.defaultUserMessage ?? 'Test failed.';
-      }
-    });
-  }
-}

src/app/api-management/api-vendors/api-vendors.component.html

@@ -1,172 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="cic-page">
-  <div class="cic-head">
-    <div>
-      <h1>API Management</h1>
-      <p>
-        Connect any API service to the CBS the same way: <b>Vendor → Work → API set</b>. <b>IN</b> = data comes into the
-        CBS from the vendor (CIC alerts, delivery reports, replies). <b>OUT</b> = the CBS calls the vendor (send an SMS
-        or WhatsApp message).
-      </p>
-    </div>
-    <div class="cic-actions">
-      <a class="cic-btn" routerLink="/api-management/logs">API call logs</a>
-      <button class="cic-btn primary" (click)="startAdd()">+ Add vendor</button>
-    </div>
-  </div>
-
-  @if (error && !adding) {
-    <div class="cic-alert error">{{ error }}</div>
-  }
-  @if (info) {
-    <div class="cic-alert success">{{ info }}</div>
-  }
-
-  <div class="cic-grid cols-4" style="margin-bottom: 16px">
-    <div class="cic-stat">
-      <div class="k">Vendors</div>
-      <div class="v">{{ vendors.length }}</div>
-      <div class="s">{{ activeVendors }} active</div>
-    </div>
-    <div class="cic-stat">
-      <div class="k">APIs</div>
-      <div class="v">{{ totalIn + totalOut }}</div>
-      <div class="s">{{ totalIn }} IN · {{ totalOut }} OUT</div>
-    </div>
-    <div class="cic-stat">
-      <div class="k">Calls in 24 hours</div>
-      <div class="v">{{ summary.callsToday }}</div>
-      <div class="s">both directions</div>
-    </div>
-    <div class="cic-stat">
-      <div class="k">Failed in 24 hours</div>
-      <div class="v" [class.tone-bad]="summary.failedToday > 0">{{ summary.failedToday }}</div>
-      <div class="s">see the call logs</div>
-    </div>
-  </div>
-
-  <div class="cic-card">
-    <h2>Vendors</h2>
-    @if (loading && !vendors.length) {
-      <div class="cic-empty">Loading…</div>
-    } @else {
-      <div class="cic-table-wrap">
-        <table class="cic-table">
-          <thead>
-            <tr>
-              <th>Vendor</th>
-              <th>Work</th>
-              <th>APIs</th>
-              <th>Environment</th>
-              <th>24 h calls</th>
-              <th>Last call</th>
-              <th>Active</th>
-              <th></th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (v of vendors; track v.id) {
-              <tr>
-                <td>
-                  <b>{{ v.name }}</b>
-                  <div class="muted cic-mono" style="font-size: 11px">{{ v.code }}</div>
-                </td>
-                <td style="max-width: 340px; white-space: normal">{{ v.work }}</td>
-                <td>
-                  @if (count(v, 'IN')) {
-                    <span class="cic-badge brand">IN × {{ count(v, 'IN') }}</span>
-                  }
-                  @if (count(v, 'OUT')) {
-                    <span class="cic-badge ok">OUT × {{ count(v, 'OUT') }}</span>
-                  }
-                  @if (!v.apis.length) {
-                    <span class="muted">none yet</span>
-                  }
-                </td>
-                <td>
-                  <span
-                    class="cic-badge"
-                    [class.warn]="v.environment === 'SIMULATOR'"
-                    [class.good]="v.environment === 'PRODUCTION'"
-                    >{{ v.environment }}</span
-                  >
-                </td>
-                <td>
-                  {{ calls(v).calls }}
-                  @if (calls(v).failed) {
-                    <span class="tone-bad" style="font-size: 12px"> · {{ calls(v).failed }} failed</span>
-                  }
-                </td>
-                <td>{{ v.lastCallOn ? (v.lastCallOn | slice: 0 : 16) : '—' }}</td>
-                <td>
-                  <span class="cic-switch">
-                    <input type="checkbox" [checked]="v.active" (change)="toggle(v, $event)" />
-                    <span></span>
-                  </span>
-                </td>
-                <td style="white-space: nowrap">
-                  <a class="cic-btn sm primary" [routerLink]="['/api-management/vendors', v.id]">Set up</a>
-                </td>
-              </tr>
-              @if (v.links.length) {
-                <tr>
-                  <td colspan="8" style="background: var(--cic-soft); padding: 6px 12px">
-                    <span class="muted" style="font-size: 12px">{{ v.code }} also has:</span>
-                    @for (l of v.links; track l.route) {
-                      <a class="cic-btn sm" style="margin-left: 6px" [routerLink]="l.route">{{ l.label }}</a>
-                    }
-                  </td>
-                </tr>
-              }
-            }
-          </tbody>
-        </table>
-      </div>
-    }
-  </div>
-
-  @if (adding) {
-    <div class="cic-modal-backdrop" (click)="adding = false">
-      <div class="cic-modal" (click)="$event.stopPropagation()">
-        <h3>Add an API vendor</h3>
-        @if (error) {
-          <div class="cic-alert error">{{ error }}</div>
-        }
-        <div class="cic-grid cols-1" style="gap: 12px">
-          <div class="cic-field">
-            <label>Vendor name</label>
-            <input [(ngModel)]="form.name" placeholder="e.g. Aadhaar eKYC, Payment gateway, E-mail" />
-          </div>
-          <div class="cic-field">
-            <label>Work — what is this vendor used for?</label>
-            <textarea rows="3" [(ngModel)]="form.work" placeholder="e.g. Verify customer Aadhaar during KYC"></textarea>
-          </div>
-          <div class="cic-field">
-            <label>Environment</label>
-            <select [(ngModel)]="form.environment">
-              <option value="SIMULATOR">SIMULATOR — no network call</option>
-              <option value="UAT">UAT — vendor's test environment</option>
-              <option value="PRODUCTION">PRODUCTION — live</option>
-            </select>
-          </div>
-        </div>
-        <p class="muted" style="font-size: 12px; margin: 12px 0 0">
-          Next you set up the connection and add its APIs, each marked IN or OUT.
-        </p>
-        <div class="foot">
-          <button class="cic-btn" (click)="adding = false">Cancel</button>
-          <button class="cic-btn primary" (click)="saveNew()" [disabled]="saving">
-            {{ saving ? 'Adding…' : 'Add and set up' }}
-          </button>
-        </div>
-      </div>
-    </div>
-  }
-</div>

src/app/api-management/api-vendors/api-vendors.component.ts

@@ -1,121 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, OnInit, inject } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-import { Router, RouterModule } from '@angular/router';
-
-import { ApiManagementService, ApiVendor } from '../api-management.service';
-
-/** Every outside API service the CBS uses: vendor, its work, its APIs (IN / OUT) and whether it is switched on. */
-@Component({
-  selector: 'mifosx-api-vendors',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    RouterModule
-  ],
-  templateUrl: './api-vendors.component.html',
-  styleUrls: ['../../credit-bureau/cic-shared.scss']
-})
-export class ApiVendorsComponent implements OnInit {
-  private service = inject(ApiManagementService);
-  private router = inject(Router);
-
-  vendors: ApiVendor[] = [];
-  summary: { callsToday: number; failedToday: number; perVendor: Record<number, { calls: number; failed: number }> } = {
-    callsToday: 0,
-    failedToday: 0,
-    perVendor: {}
-  };
-  loading = false;
-  error: string | null = null;
-  info: string | null = null;
-
-  adding = false;
-  saving = false;
-  form: { name: string; work: string; environment: ApiVendor['environment'] } = this.blankForm();
-
-  ngOnInit(): void {
-    this.load();
-  }
-
-  private blankForm() {
-    return { name: '', work: '', environment: 'SIMULATOR' as ApiVendor['environment'] };
-  }
-
-  load(): void {
-    this.loading = true;
-    this.service.vendors().subscribe((v) => {
-      this.vendors = v;
-      this.loading = false;
-    });
-    this.service.summary().subscribe((s) => (this.summary = s));
-  }
-
-  count(v: ApiVendor, direction: 'IN' | 'OUT'): number {
-    return v.apis.filter((a) => a.direction === direction).length;
-  }
-
-  get totalIn(): number {
-    return this.vendors.reduce((s, v) => s + this.count(v, 'IN'), 0);
-  }
-
-  get totalOut(): number {
-    return this.vendors.reduce((s, v) => s + this.count(v, 'OUT'), 0);
-  }
-
-  get activeVendors(): number {
-    return this.vendors.filter((v) => v.active).length;
-  }
-
-  calls(v: ApiVendor): { calls: number; failed: number } {
-    return this.summary.perVendor[v.id] ?? { calls: 0, failed: 0 };
-  }
-
-  toggle(v: ApiVendor, event: Event): void {
-    const want = (event.target as HTMLInputElement).checked;
-    (event.target as HTMLInputElement).checked = v.active;
-    this.error = null;
-    this.info = null;
-    this.service.saveVendor(v.id, { active: want }).subscribe({
-      next: (u) => {
-        v.active = u.active;
-        this.info = `${u.name} is now ${u.active ? 'active' : 'switched off'}.`;
-      },
-      error: (e) => (this.error = e?.error?.defaultUserMessage ?? 'Could not change the vendor.')
-    });
-  }
-
-  startAdd(): void {
-    this.adding = true;
-    this.form = this.blankForm();
-    this.error = null;
-  }
-
-  saveNew(): void {
-    this.saving = true;
-    this.error = null;
-    this.service.addVendor(this.form).subscribe({
-      next: (v) => {
-        this.saving = false;
-        this.adding = false;
-        this.router.navigate([
-          '/api-management/vendors',
-          v.id
-        ]);
-      },
-      error: (e) => {
-        this.saving = false;
-        this.error = e?.error?.defaultUserMessage ?? 'Could not add the vendor.';
-      }
-    });
-  }
-}

src/app/app.module.ts

@@ -73,13 +73,10 @@ 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 { CreditBureauModule } from './credit-bureau/credit-bureau.module';
-import { ApiManagementModule } from './api-management/api-management.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 { LoanEligibilityModule } from './loan-eligibility/loan-eligibility.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';
@@ -192,13 +189,10 @@ export function HttpLoaderFactory(http: HttpClient) {
     NpaModule,
     ReconciliationModule,
     LoanOriginationModule,
-    CreditBureauModule,
-    ApiManagementModule,
     DigitalModule,
     LetterMgmtModule,
     AccountsModule,
     ElectionModule,
-    LoanEligibilityModule,
     SponsorDDModule,
     SponsorDDReconciliationModule,
     AppRoutingModule,

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

@@ -19,7 +19,6 @@ import { of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
 import { businessToday } from 'app/core/utils/business-today';
-import { AuthenticationService } from '../../core/authentication/authentication.service';
 
 interface Denom {
   id: number;
@@ -55,7 +54,6 @@ export class CashTransferComponent implements OnInit {
 
   @ViewChild('requestsDialog') requestsDialog!: TemplateRef<unknown>;
   private requestsRef: MatDialogRef<unknown> | null = null;
-  private authenticationService = inject(AuthenticationService);
 
   notes: Denom[] = [];
   coins: Denom[] = [];
@@ -141,14 +139,7 @@ export class CashTransferComponent implements OnInit {
       .getTellers()
       .pipe(catchError(() => of([] as any[])))
       .subscribe((list) => {
-        // The vault and its cash are physical, so a branch moves cash only from its own tellers. The
+        this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
-        // backend lists every teller below the user's office (Head Office sees all branches), which is
-        // right for reports but wrong here.
-        const myOfficeId = this.authenticationService.getCredentials()?.officeId;
-        const own = (list || []).filter(
-          (t: any) => !myOfficeId || t.officeId == null || Number(t.officeId) === Number(myOfficeId)
-        );
-        this.tellers = own.map((t: any) => ({ id: t.id, name: t.name }));
         if (this.tellers.length === 1) {
           this.onTellerSelect(this.tellers[0].id);
         }

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

@@ -132,12 +132,12 @@
                       <select
                         class="ws-f__ctl"
                         [(ngModel)]="row.br"
-                        [disabled]="branches.length <= 1 && branchSelectOptions.length <= 1"
+                        [disabled]="branches.length <= 1"
-                        [title]="branches.length <= 1 && branchSelectOptions.length <= 1 ? 'Your branch' : 'Branch'"
+                        [title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
                         (click)="$event.stopPropagation()"
                       >
-                        @for (b of branchSelectOptions; track b.id) {
+                        @for (b of branches; track b.id) {
-                          <option [ngValue]="b.id">{{ b.name }}</option>
+                          <option [ngValue]="b.id">{{ b.label }}</option>
                         }
                       </select>
                     </div>
@@ -184,7 +184,7 @@
                           class="ws-f__ctl"
                           [(ngModel)]="row.acTyp"
                           (click)="$event.stopPropagation()"
-                          (change)="isCreditOnly(row) && (row.dbCr = 'Cr')"
+                          (change)="isGlCreditOnly(row) && (row.dbCr = 'Cr')"
                         >
                           @for (a of acTypOptionsFor(row); track a) {
                             <option [value]="a">{{ a }}</option>
@@ -267,7 +267,7 @@
                           type="button"
                           class="ws-seg__btn ws-seg__btn--dr"
                           [class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
-                          [disabled]="isCreditOnly(row)"
+                          [disabled]="isGlCreditOnly(row)"
                           (click)="row.dbCr = 'Dr'"
                         >
                           DR
@@ -722,24 +722,7 @@
             } @else {
               <div class="te-panel__body">
                 <div class="te-field">
-                  <span class="te-label">Branch</span
+                  <span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
-                  ><span class="te-value">
-                    @if (isOwnBranchAccount !== null) {
-                      <span
-                        class="te-branch-chip"
-                        [class.te-branch-chip--mine]="isOwnBranchAccount"
-                        [class.te-branch-chip--other]="!isOwnBranchAccount"
-                        [title]="isOwnBranchAccount ? 'Held at your branch' : 'Held at another branch'"
-                      >
-                        <i class="fas fa-map-marker-alt"></i>{{ officeName }}
-                        @if (!isOwnBranchAccount) {
-                          <span class="te-branch-chip__tag">Other branch</span>
-                        }
-                      </span>
-                    } @else {
-                      {{ officeName }}
-                    }
-                  </span>
                 </div>
                 <div class="te-field">
                   <span class="te-label">A/c No.</span
@@ -1218,24 +1201,7 @@
                                   : '—')
               }}</span
             >
-            <span class="te-acs-kv"
+            <span class="te-acs-kv"><b>Branch</b> {{ officeName ?? '—' }}</span>
-              ><b>Branch</b>
-              @if (isOwnBranchAccount !== null) {
-                <span
-                  class="te-branch-chip"
-                  [class.te-branch-chip--mine]="isOwnBranchAccount"
-                  [class.te-branch-chip--other]="!isOwnBranchAccount"
-                  [title]="isOwnBranchAccount ? 'Held at your branch' : 'Held at another branch'"
-                >
-                  <i class="fas fa-map-marker-alt"></i>{{ officeName }}
-                  @if (!isOwnBranchAccount) {
-                    <span class="te-branch-chip__tag">Other branch</span>
-                  }
-                </span>
-              } @else {
-                {{ officeName }}
-              }
-            </span>
             <span class="te-acs-kv"
               ><b>Product</b>
               {{
@@ -1626,12 +1592,12 @@
                           <select
                             class="ws-f__ctl"
                             [(ngModel)]="row.br"
-                            [disabled]="branches.length <= 1 && branchSelectOptions.length <= 1"
+                            [disabled]="branches.length <= 1"
-                            [title]="branches.length <= 1 && branchSelectOptions.length <= 1 ? 'Your branch' : 'Branch'"
+                            [title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
                             (click)="$event.stopPropagation()"
                           >
-                            @for (b of branchSelectOptions; track b.id) {
+                            @for (b of branches; track b.id) {
-                              <option [ngValue]="b.id">{{ b.name }}</option>
+                              <option [ngValue]="b.id">{{ b.label }}</option>
                             }
                           </select>
                         </div>
@@ -1678,7 +1644,7 @@
                               class="ws-f__ctl"
                               [(ngModel)]="row.acTyp"
                               (click)="$event.stopPropagation()"
-                              (change)="isCreditOnly(row) && (row.dbCr = 'Cr')"
+                              (change)="isGlCreditOnly(row) && (row.dbCr = 'Cr')"
                             >
                               @for (a of acTypOptionsFor(row); track a) {
                                 <option [value]="a">{{ a }}</option>
@@ -1749,7 +1715,7 @@
                               type="button"
                               class="ws-seg__btn ws-seg__btn--dr"
                               [class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
-                              [disabled]="isCreditOnly(row)"
+                              [disabled]="isGlCreditOnly(row)"
                               (click)="$event.stopPropagation(); row.dbCr = 'Dr'"
                             >
                               DR

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

@@ -3462,39 +3462,3 @@ select.te-cell {
     box-shadow: none;
   }
 }
-
-/* The branch an account is held at, coloured by where the signed-in user works: green for their own branch, red for any other. */
-.te-branch-chip {
-  display: inline-flex;
-  align-items: center;
-  gap: 6px;
-  padding: 2px 10px;
-  border: 1px solid transparent;
-  border-radius: 999px;
-  font-size: 12px;
-  font-weight: 700;
-  white-space: nowrap;
-
-  &--mine {
-    background: #dcfce7;
-    border-color: #4ade80;
-    color: #166534;
-  }
-
-  &--other {
-    background: #fca5a5;
-    border-color: #f87171;
-    color: #7f1d1d;
-  }
-}
-
-.te-branch-chip__tag {
-  padding: 0 6px;
-  border-radius: 8px;
-  background: rgb(255 255 255 / 80%);
-  color: #7f1d1d;
-  font-size: 10px;
-  font-weight: 800;
-  letter-spacing: 0.04em;
-  text-transform: uppercase;
-}

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

@@ -10,8 +10,7 @@ import { Component, OnInit, OnDestroy, inject, Input, ElementRef, ViewChild } fr
 import { CommonModule } from '@angular/common';
 import { DomSanitizer, SafeResourceUrl } from '@angular/platform-browser';
 import { FormsModule } from '@angular/forms';
-import { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
+import { HttpClient, HttpParams } from '@angular/common/http';
-import { SILENT_HTTP_ERROR } from 'app/core/http/silent-error.token';
 import { catchError, debounceTime, distinctUntilChanged, map, timeout } from 'rxjs/operators';
 import { forkJoin, of, Subject } from 'rxjs';
 import { MatDialog, MatDialogModule, MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
@@ -1880,7 +1879,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`;
     this.loadBranches();
     this.addRow();
-    this.loadBranchOptions();
     this.loadDenominations();
     this.loadOpeningPosition();
     this.loadDayStatus();
@@ -2346,20 +2344,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     );
   }
 
-  /**
-   * A Fixed Deposit row is credit-only on both the clerk and the cashier screens: an FD is funded once, with
-   * exactly its principal, and money leaves it only through its maturity or premature closure. The one
-   * exception is the clerk's own "Close this account" flow, which raises a closure request.
-   */
-  isFdCreditOnly(row: TxnRow): boolean {
-    return row.acTyp === 'FD' && !this.pendingClosure;
-  }
-
-  /** DR is not offered for this row (see isGlCreditOnly and isFdCreditOnly). */
-  isCreditOnly(row: TxnRow): boolean {
-    return this.isGlCreditOnly(row) || this.isFdCreditOnly(row);
-  }
-
   /** Called when the TYPE dropdown changes — sets sensible defaults for TXN TP and DR/CR */
   /**
    * A cashier row that was filled from an approved token (withdrawal / account-closure) is cash
@@ -2712,8 +2696,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   }
 
   branchNameFor(branchId: number): string {
-    const seen = this.seenBranches.find((b) => b.id === branchId);
-    if (seen) return seen.name;
     return this.branches.find((b) => b.id === branchId)?.label ?? `Branch ${branchId}`;
   }
 
@@ -4332,7 +4314,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         return false;
       }
       this.accountDetails = acc;
-      this.resolveAccountBranch(acc, acTyp, token, this.selectedRow);
       this.jointHolders = acc.jointHolders ?? [];
       // GL only: look up the parent (header) GL's name. Never runs for any other account type.
       this.glParent = null;
@@ -4949,98 +4930,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     ];
   }
 
-  /**
-   * Whether the account on screen is held at the branch the signed-in user works at: true for their own branch, false for
-   * another branch's, null while either branch is not known (the branch is then shown plain, uncoloured).
-   */
-  get isOwnBranchAccount(): boolean | null {
-    const mine = this.authService.getCredentials()?.officeId;
-    const accountOffice = this.accountDetails?.officeId ?? this.clientDetails?.officeId;
-    if (mine == null || accountOffice == null) return null;
-    return Number(mine) === Number(accountOffice);
-  }
-
-  /** The bank's branches, for each row's BRANCH selector. Empty until /offices answers. */
-  branchOptions: { id: number; name: string }[] = [];
-
-  /** What the BRANCH selector offers: the real branches, or the old fixed list while they have not loaded. */
-  get branchSelectOptions(): { id: number; name: string }[] {
-    const base = this.branchOptions.length ? this.branchOptions : TransactionEntryComponent.LEGACY_BRANCHES;
-    const merged = base.map((branch) => this.seenBranches.find((seen) => seen.id === branch.id) ?? branch);
-    for (const seen of this.seenBranches) {
-      if (!merged.some((branch) => branch.id === seen.id)) merged.push(seen);
-    }
-    return merged;
-  }
-
-  /** Branches learned from the accounts picked on this screen; their names are real, whatever the office list says. */
-  private seenBranches: { id: number; name: string }[] = [];
-
-  private static readonly LEGACY_BRANCHES = [
-    { id: 1, name: '001 · Main' },
-    { id: 2, name: '002 · M.G. Road' },
-    { id: 14, name: '014 · Station Rd' },
-    { id: 27, name: '027 · Industrial' }
-  ];
-
-  /**
-   * The bank's branches for the BRANCH selector. Listing offices needs the READ offices permission, which a cashier or
-   * clerk may not hold, so a refusal must not raise an error popup: the selector then shows the branches this screen has
-   * learned from the accounts on it (and the old fixed list until then).
-   */
-  private loadBranchOptions(): void {
-    this.http
-      .get<any[]>('/offices', { context: new HttpContext().set(SILENT_HTTP_ERROR, true) })
-      .pipe(catchError(() => of([])))
-      .subscribe((offices) => {
-        this.branchOptions = (offices ?? []).map((o: any) => ({ id: o.id, name: o.name }));
-      });
-  }
-
-  /**
-   * The branch an account is held at. The savings, FD and RD detail responses carry no office, so the screen fell back
-   * to the client's own branch and an account opened at another branch read as the client's. The client's account list
-   * names each account's branch, so it is read from there. A current account's own response already carries it.
-   */
-  private resolveAccountBranch(acc: any, acTyp: string, token: number, row: TxnRow | null | undefined): void {
-    if (acc?.officeId != null && acc?.officeName) {
-      this.adoptAccountBranch({ id: Number(acc.officeId), name: String(acc.officeName) }, row);
-      return;
-    }
-    const type = (acTyp ?? '').toUpperCase();
-    if (!acc?.id || !acc?.clientId || ![
-        'SD',
-        'FD',
-        'RD',
-        'CA'
-      ].includes(type)) return;
-    this.http
-      .get<any>(`/clients/${acc.clientId}/accounts`, { context: new HttpContext().set(SILENT_HTTP_ERROR, true) })
-      .pipe(catchError(() => of(null)))
-      .subscribe((res) => {
-        // stale: another account was picked while this was loading
-        if (token !== this.searchToken || this.accountDetails?.id !== acc.id) return;
-        const list: any[] = (type === 'CA' ? res?.currentAccounts : res?.savingsAccounts) ?? [];
-        const match = list.find((a: any) => a.id === acc.id);
-        if (match?.officeId != null && match?.officeName) {
-          this.adoptAccountBranch({ id: Number(match.officeId), name: String(match.officeName) }, row);
-        }
-      });
-  }
-
-  private adoptAccountBranch(branch: { id: number; name: string }, row: TxnRow | null | undefined): void {
-    this.accountDetails = { ...this.accountDetails, officeId: branch.id, officeName: branch.name };
-    // /offices lists only the signed-in user's own branches, or nothing for a user who may not read offices; the account's
-    // branch must still be selectable, under its real name
-    if (!this.seenBranches.some((b) => b.id === branch.id)) {
-      this.seenBranches = [
-        ...this.seenBranches,
-        branch
-      ];
-    }
-    if (row) row.br = branch.id;
-  }
-
   get openingDate(): string {
     const raw =
       this.accountDetails?.timeline?.submittedOnDate ??
@@ -5383,20 +5272,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   }
 
   onSave(): void {
-    // Money never leaves a Fixed Deposit from this screen, clerk or cashier: no withdrawal slip, payment,
-    // collection or transfer debits an FD. It is paid out only through its maturity or premature closure
-    // (the clerk's "Close this account" flow). The DR button is already disabled for FD rows (isFdCreditOnly);
-    // this also catches a row set to DR by its TYPE, such as a Withdrawal Slip.
-    const fdDebitRows = this.rows.filter((r) => this.isFdCreditOnly(r) && r.dbCr === 'Dr');
-    if (fdDebitRows.length > 0) {
-      this.showAlert('error', 'Fixed Deposit Cannot Be Debited', [
-        `FD account(s) ${fdDebitRows.map((r) => r.acNo).join(', ')} cannot be debited or withdrawn from.`,
-        'Money leaves a Fixed Deposit only through its maturity or premature closure.',
-        'An FD can only be credited — once, with exactly its principal.'
-      ]);
-      return;
-    }
-
     // Demand drafts commit here like everything else on the worksheet. Checked first because a DD
     // row shares its shape with the ordinary entries below — without this it would fall through and
     // post as a plain transaction, with the draft never raised and the charges silently dropped.
@@ -5474,9 +5349,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
         return;
       }
 
-      // Bank transfer: savings (SD) or current (CA/CB) accounts on either side, plus a Fixed Deposit (FD) on
+      // Bank transfer: only savings (SD) or current (CA/CB) accounts allowed
-      // the CR side only -- funding it from the customer's own account. The server checks the funding rules
-      // (first and only funding, exactly the principal, the source account's owner and available balance).
       const allowedTypes = new Set([
         'SD',
         'CA',
@@ -5484,13 +5357,13 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       ]);
       const invalidAccounts = [
         ...drRows,
-        ...crRows.filter((r) => r.acTyp !== 'FD')
+        ...crRows
       ].filter((r) => !allowedTypes.has(r.acTyp));
       if (invalidAccounts.length > 0) {
         this.showAlert('error', 'Invalid Account Type', [
           `Account type(s) not allowed in Bank Transfer: ${invalidAccounts.map((r) => r.acTyp + ' (' + r.acNo + ')').join(', ')}`,
-          'Debit side: only Savings (SD) and Current (CA) accounts. Credit side: SD, CA or a Fixed Deposit (FD).',
+          'Only Savings (SD) and Current (CA) accounts are permitted.',
-          'GL and SHR accounts are not allowed — use Disbursement/Collection instead.',
+          'GL, FD and SHR accounts are not allowed — use Disbursement/Collection instead.',
           'RD installments are paid through a cashier Receipt or Auto Debit.'
         ]);
         return;

src/app/clerk/disbursement-review/disbursement-review.component.html

@@ -102,27 +102,6 @@
         </div>
       }
 
-      <!-- Money moving between branches: the approver must see it before approving -->
-      @if (isInterBranch) {
-        <div class="dri-interbranch">
-          <mat-icon>alt_route</mat-icon>
-          <div>
-            <div class="dri-interbranch__title">Inter-branch transfer</div>
-            <div class="dri-interbranch__text">
-              @if (branchNames(drEntries) && branchNames(crEntries)) {
-                Money moves from <strong>{{ branchNames(drEntries) }}</strong> to
-                <strong>{{ branchNames(crEntries) }}</strong
-                >.
-              } @else {
-                These accounts are held at different branches: <strong>{{ branchNames(creditEntries) }}</strong
-                >.
-              }
-              Each account is posted in its own branch's books. Check the accounts before approving.
-            </div>
-          </div>
-        </div>
-      }
-
       <!-- Bank Transfer summary card (replaces GL card) -->
       @if (isBankTransferMode) {
         <div class="dri-card">
@@ -175,7 +154,6 @@
                 <th>Account No</th>
                 <th>Account Name</th>
                 <th>Type</th>
-                <th>Branch</th>
                 <th class="num">{{ isCollectionMode ? 'Amount (DR)' : 'Amount (CR)' }}</th>
               </tr>
             </thead>
@@ -188,16 +166,11 @@
                   <td>
                     <span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
                   </td>
-                  <td>
-                    <span class="dri-branch-badge" [class.dri-branch-badge--cross]="isInterBranch">{{
-                      entry.officeName || '—'
-                    }}</span>
-                  </td>
                   <td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
                 </tr>
               }
               <tr class="dri-cr-total-row">
-                <td colspan="5" class="dri-cr-total-label">{{ isCollectionMode ? 'Total Debit' : 'Total Credit' }}</td>
+                <td colspan="4" class="dri-cr-total-label">{{ isCollectionMode ? 'Total Debit' : 'Total Credit' }}</td>
                 <td class="num dri-cr-total-amount">₹{{ totalCreditAmount() | number: '1.2-2' }}</td>
               </tr>
             </tbody>
@@ -219,7 +192,6 @@
                 <th>Account No</th>
                 <th>Account Name</th>
                 <th>Type</th>
-                <th>Branch</th>
                 <th class="num">Amount (DR)</th>
               </tr>
             </thead>
@@ -232,16 +204,11 @@
                   <td>
                     <span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
                   </td>
-                  <td>
-                    <span class="dri-branch-badge" [class.dri-branch-badge--cross]="isInterBranch">{{
-                      entry.officeName || '—'
-                    }}</span>
-                  </td>
                   <td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
                 </tr>
               }
               <tr class="dri-cr-total-row">
-                <td colspan="5" class="dri-cr-total-label">Total Debit</td>
+                <td colspan="4" class="dri-cr-total-label">Total Debit</td>
                 <td class="num dri-cr-total-amount">₹{{ totalDebitAmount() | number: '1.2-2' }}</td>
               </tr>
             </tbody>
@@ -261,7 +228,6 @@
                 <th>Account No</th>
                 <th>Account Name</th>
                 <th>Type</th>
-                <th>Branch</th>
                 <th class="num">Amount (CR)</th>
               </tr>
             </thead>
@@ -274,16 +240,11 @@
                   <td>
                     <span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
                   </td>
-                  <td>
-                    <span class="dri-branch-badge" [class.dri-branch-badge--cross]="isInterBranch">{{
-                      entry.officeName || '—'
-                    }}</span>
-                  </td>
                   <td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
                 </tr>
               }
               <tr class="dri-cr-total-row">
-                <td colspan="5" class="dri-cr-total-label">Total Credit</td>
+                <td colspan="4" class="dri-cr-total-label">Total Credit</td>
                 <td class="num dri-cr-total-amount">₹{{ totalCreditAmount() | number: '1.2-2' }}</td>
               </tr>
             </tbody>

src/app/clerk/disbursement-review/disbursement-review.component.scss

@@ -534,54 +534,3 @@ $shadow-md: 0 4px 16px rgb(0 0 0 / 9%);
   font-family: 'Courier New', monospace;
   letter-spacing: 0.02em;
 }
-
-/* A leg's branch. Amber on every leg when the request moves money between branches, neutral otherwise. */
-.dri-branch-badge {
-  display: inline-flex;
-  align-items: center;
-  padding: 3px 10px;
-  border-radius: 20px;
-  background: #f1f5f9;
-  border: 1px solid #cbd5e1;
-  font-size: 11px;
-  font-weight: 700;
-  color: #475569;
-
-  &--cross {
-    background: #fffbeb;
-    border-color: #fcd34d;
-    color: #92400e;
-  }
-}
-
-/* Shown above the summary when the accounts are at different branches. */
-.dri-interbranch {
-  display: flex;
-  align-items: flex-start;
-  gap: 12px;
-  margin: 0 0 12px;
-  padding: 12px 16px;
-  border: 1px solid #fcd34d;
-  border-left: 4px solid #f59e0b;
-  border-radius: 8px;
-  background: #fffbeb;
-  color: #78350f;
-
-  mat-icon {
-    flex-shrink: 0;
-    color: #d97706;
-  }
-
-  &__title {
-    font-size: 13px;
-    font-weight: 800;
-    letter-spacing: 0.02em;
-    text-transform: uppercase;
-  }
-
-  &__text {
-    margin-top: 2px;
-    font-size: 13px;
-    line-height: 1.5;
-  }
-}

src/app/clerk/disbursement-review/disbursement-review.component.ts

@@ -25,9 +25,6 @@ interface CreditEntry {
   accountType: string;
   amount: number;
   dbCr?: string;
-  /** The branch the account is held at; absent for a GL leg or when the server could not resolve it. */
-  officeId?: number | null;
-  officeName?: string | null;
 }
 
 @Component({
@@ -170,19 +167,6 @@ export class DisbursementReviewComponent implements OnInit {
     return this.creditEntries.filter((e) => e.dbCr !== 'Dr');
   }
 
-  /**
-   * True when the accounts in this request are held at more than one branch, so money moves between branches. The
-   * approver has to see that before approving: it is booked in each branch's own books.
-   */
-  get isInterBranch(): boolean {
-    return new Set(this.creditEntries.filter((e) => e.officeId != null).map((e) => e.officeId)).size > 1;
-  }
-
-  /** Distinct branch names among the given legs, in order, e.g. for "Head Office" or "Head Office, bhopal". */
-  branchNames(entries: CreditEntry[]): string {
-    return [...new Set(entries.map((e) => e.officeName).filter((name): name is string => !!name))].join(', ');
-  }
-
   totalCreditAmount(): number {
     const entries = this.isCollectionMode ? this.drEntries : this.crEntries;
     return entries.reduce((sum, e) => sum + (e.amount ?? 0), 0);

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

@@ -930,10 +930,6 @@
           createClientForm.get('mobileNo')?.hasError('pattern') && createClientForm.get('mobileNo')?.touched
         ) {
           <mat-error>Enter valid 10-digit number (starts with 6-9)</mat-error>
-        } @else if (createClientForm.get('mobileNo')?.hasError('contactTaken')) {
-          <mat-error
-            >This mobile number already belongs to another customer. Please enter a different number.</mat-error
-          >
         }
       </mat-form-field>
 
@@ -944,11 +940,7 @@
             color="primary"
             type="button"
             class="verify-btn"
-            [disabled]="
+            [disabled]="readOnly || createClientForm.get('mobileNo')?.value?.length !== 10"
-              readOnly ||
-              createClientForm.get('mobileNo')?.value?.length !== 10 ||
-              createClientForm.get('mobileNo')?.hasError('contactTaken')
-            "
             (click)="verifyWithDIP()"
           >
             <fa-icon icon="shield-alt" class="m-r-10"></fa-icon>
@@ -1016,8 +1008,6 @@
           createClientForm.get('emailAddress')?.hasError('required') && createClientForm.get('emailAddress')?.touched
         ) {
           <mat-error>Email is <strong>required</strong></mat-error>
-        } @else if (createClientForm.get('emailAddress')?.hasError('contactTaken')) {
-          <mat-error>This email already belongs to another customer. Please enter a different email.</mat-error>
         } @else if (createClientForm.get('emailAddress')?.invalid && createClientForm.get('emailAddress')?.touched) {
           <mat-error>Enter a valid email (e.g. name&#64;example.com)</mat-error>
         }

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

@@ -27,16 +27,15 @@ import {
   UntypedFormControl,
   ReactiveFormsModule,
   ValidatorFn,
-  AsyncValidatorFn,
   AbstractControl,
   ValidationErrors
 } from '@angular/forms';
-import { Subject, Subscription, merge, of, timer } from 'rxjs';
+import { Subject, Subscription, merge } from 'rxjs';
-import { catchError, filter, map, switchMap, takeUntil } from 'rxjs/operators';
+import { filter, switchMap, takeUntil } from 'rxjs/operators';
 import { ClientsService } from 'app/clients/clients.service';
 import { Dates } from 'app/core/utils/dates';
 import { LegalFormId } from 'app/clients/models/legal-form.enum';
-import { toPersonNameCase, toProperNameCase } from 'app/clients/utils/name-case.util';
+import { toProperNameCase } from 'app/clients/utils/name-case.util';
 import { ExternalNationalIdService } from 'app/clients/services/external-national-id.service';
 
 /** Custom Services */
@@ -937,29 +936,6 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
     };
   }
 
-  /**
-   * A mobile number or email that already belongs to another customer. This is a different person using a contact
-   * that is taken (a PAN or Aadhaar match is what means the same customer), so the answer is to enter another one.
-   * Runs only once the format validators pass, and a new keystroke cancels the previous call, which is what
-   * debounces it. The client being edited is excluded so its own number is not flagged.
-   */
-  private contactTakenValidator(field: 'mobileNo' | 'emailAddress'): AsyncValidatorFn {
-    return (control: AbstractControl) => {
-      const value = (control.value ?? '').toString().trim();
-      if (!value) {
-        return of(null);
-      }
-      return timer(400).pipe(
-        switchMap(() =>
-          this.clientService.lookupClientIdentity({ [field]: value, excludeClientId: this.clientData?.id ?? null })
-        ),
-        map((result) => (result?.contactConflicts?.[field] ? { contactTaken: true } : null)),
-        // A failed lookup must not block the form: the server still refuses a duplicate when the client is saved.
-        catchError(() => of(null))
-      );
-    };
-  }
-
   /**
    * Creates the client form.
    */
@@ -993,8 +969,7 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
           Validators.required,
           Validators.pattern(/^[6-9]\d{9}$/),
           Validators.maxLength(10)
-        ],
+        ]
-        this.contactTakenValidator('mobileNo')
       ],
       alternateMobileNo: [
         '',
@@ -1011,8 +986,7 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
           Validators.email,
           Validators.pattern(/^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$/),
           Validators.maxLength(100)
-        ],
+        ]
-        this.contactTakenValidator('emailAddress')
       ],
       dateOfBirth: [
         '',
@@ -1482,10 +1456,7 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
     const control = this.createClientForm.get(controlName);
     if (control && control.value) {
       const originalValue = control.value;
-      // An entity's full name keeps its typed spelling (matched against the PAN name); a person's
+      const capitalized = toProperNameCase(originalValue);
-      // name parts are title-cased, the same as the Full Name line shows them.
-      const capitalized =
-        controlName === 'fullname' ? toProperNameCase(originalValue) : toPersonNameCase(originalValue);
       if (originalValue !== capitalized) {
         control.setValue(capitalized);
       }
@@ -1954,11 +1925,12 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
 
   /** Returns capitalized full name preview from first + middle + last */
   get fullNamePreview(): string {
+    const capitalize = (s: string) => (s ? s.charAt(0).toUpperCase() + s.slice(1).toLowerCase() : '');
     const salutationId = this.createClientForm?.get('salutationId')?.value;
     const salutation = this.salutationOptions?.find((s: any) => s.id === salutationId)?.name || '';
-    const first = toPersonNameCase(this.createClientForm?.get('firstname')?.value);
+    const first = capitalize(this.createClientForm?.get('firstname')?.value || '');
-    const middle = toPersonNameCase(this.createClientForm?.get('middlename')?.value);
+    const middle = capitalize(this.createClientForm?.get('middlename')?.value || '');
-    const last = toPersonNameCase(this.createClientForm?.get('lastname')?.value);
+    const last = capitalize(this.createClientForm?.get('lastname')?.value || '');
     const full = [
       first,
       middle,
@@ -2388,15 +2360,6 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
     if (generalDetails.fullname) {
       generalDetails.fullname = toProperNameCase(generalDetails.fullname);
     }
-    for (const part of [
-      'firstname',
-      'middlename',
-      'lastname'
-    ]) {
-      if (generalDetails[part]) {
-        generalDetails[part] = toPersonNameCase(generalDetails[part]);
-      }
-    }
 
     if (generalDetails.submittedOnDate instanceof Date) {
       generalDetails.submittedOnDate = this.dateUtils.formatDate(generalDetails.submittedOnDate, dateFormat);

src/app/clients/client-stepper/client-identity-check/client-identity-check.component.html

@@ -1,211 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<section class="identity-check" [class.identity-check--blocking]="status === 'matched' || status === 'conflict'">
-  <header class="identity-check__header">
-    <mat-icon class="identity-check__icon">fingerprint</mat-icon>
-    <div>
-      <h3 class="identity-check__title">Existing customer check</h3>
-      <p class="identity-check__hint">
-        @if (isEntity) {
-          Enter the company's GSTIN or PAN. If either is already on file in any branch, it is the same customer and a
-          new one is not created.
-        } @else {
-          Enter PAN or Aadhaar. If either is already on file in any branch, it is the same customer and a new one is not
-          created. Nothing found? What you enter here is filled into the KYC step for you.
-        }
-      </p>
-    </div>
-  </header>
-
-  @if (form) {
-    <form [formGroup]="form" class="identity-check__fields">
-      @if (isEntity) {
-        <mat-form-field appearance="outline" class="identity-check__field">
-          <mat-label>GSTIN</mat-label>
-          <input
-            matInput
-            formControlName="gstin"
-            class="identity-check__upper"
-            maxlength="15"
-            mifosxRestrictInput="gstin"
-            [errorStateMatcher]="errorMatcher"
-            placeholder="e.g. 22AAAAA0000A1Z5"
-            (input)="capitalise('gstin', $event)"
-          />
-          @if (form.get('gstin')?.hasError('pattern')) {
-            <mat-error>Invalid GSTIN. It has 15 characters, like 22AAAAA0000A1Z5</mat-error>
-          }
-        </mat-form-field>
-      }
-
-      <mat-form-field appearance="outline" class="identity-check__field">
-        <mat-label>{{ isEntity ? 'Company PAN' : 'PAN' }}</mat-label>
-        <input
-          matInput
-          formControlName="pan"
-          class="identity-check__upper"
-          maxlength="10"
-          mifosxRestrictInput="pan"
-          [errorStateMatcher]="errorMatcher"
-          placeholder="e.g. ABCDE1234F"
-          (input)="capitalise('pan', $event)"
-        />
-        @if (form.get('pan')?.hasError('pattern')) {
-          <mat-error>Invalid PAN. Use 5 letters, 4 digits, 1 letter, like ABCDE1234F</mat-error>
-        }
-      </mat-form-field>
-
-      @if (!isEntity) {
-        <mat-form-field appearance="outline" class="identity-check__field">
-          <mat-label>Aadhaar</mat-label>
-          <input
-            matInput
-            formControlName="aadhaar"
-            maxlength="12"
-            inputmode="numeric"
-            mifosxRestrictInput="digits"
-            [errorStateMatcher]="errorMatcher"
-            placeholder="12 digits"
-          />
-          @if (form.get('aadhaar')?.hasError('pattern')) {
-            <mat-error>Invalid Aadhaar. It must be exactly 12 digits</mat-error>
-          } @else {
-            <mat-hint>Only a fingerprint of this number is sent, never the number</mat-hint>
-          }
-        </mat-form-field>
-      }
-    </form>
-  }
-
-  @switch (status) {
-    @case ('checking') {
-      <div class="identity-check__status identity-check__status--info">
-        <mat-progress-spinner mode="indeterminate" diameter="18"></mat-progress-spinner>
-        Checking all branches…
-      </div>
-    }
-    @case ('not-found') {
-      <div class="identity-check__status identity-check__status--ok">
-        <mat-icon>check_circle</mat-icon>
-        <span>
-          No existing customer found. You can continue; these details will be filled into the KYC step so you do not
-          type them again.
-        </span>
-      </div>
-    }
-    @case ('error') {
-      <div class="identity-check__status identity-check__status--warn">
-        <mat-icon>warning</mat-icon>
-        <span>
-          Could not check right now. You can continue; the PAN, Aadhaar and GSTIN are checked again when the KYC is
-          saved.
-        </span>
-        <button mat-button type="button" (click)="recheck()">Check again</button>
-      </div>
-    }
-    @case ('conflict') {
-      <div class="identity-check__status identity-check__status--error">
-        <mat-icon>report</mat-icon>
-        <span>
-          These details belong to <strong>different customers</strong>. Check what was typed. If they are correct, ask a
-          manager to review before continuing.
-        </span>
-      </div>
-      @for (m of matches; track m.clientId) {
-        <div class="identity-check__card">
-          <strong>{{ m.displayName }}</strong>
-          <span class="identity-check__meta">CIF {{ m.cifNumber }} · {{ m.officeName }}</span>
-          <span class="identity-check__chips">
-            @for (by of m.matchedBy; track by) {
-              <span class="identity-check__chip">{{ matchedByLabel(by) }} matches</span>
-            }
-          </span>
-        </div>
-      }
-    }
-    @case ('matched') {
-      @if (match; as m) {
-        <div class="identity-check__status identity-check__status--error">
-          <mat-icon>person_search</mat-icon>
-          <span> This is an <strong>existing customer</strong>. A new client is not created for the same person. </span>
-        </div>
-        <div class="identity-check__card">
-          <div class="identity-check__card-head">
-            <strong>{{ m.displayName }}</strong>
-            <span class="identity-check__chips">
-              @for (by of m.matchedBy; track by) {
-                <span class="identity-check__chip">{{ matchedByLabel(by) }} matches</span>
-              }
-            </span>
-          </div>
-          <dl class="identity-check__facts">
-            <div>
-              <dt>CIF</dt>
-              <dd>{{ m.cifNumber }}</dd>
-            </div>
-            <div>
-              <dt>Home branch</dt>
-              <dd>{{ m.officeName }}</dd>
-            </div>
-            <div>
-              <dt>Type</dt>
-              <dd>{{ legalFormLabel(m) }}</dd>
-            </div>
-            @if (m.panMasked) {
-              <div>
-                <dt>PAN</dt>
-                <dd>{{ m.panMasked }}</dd>
-              </div>
-            }
-            @if (m.aadhaarMasked) {
-              <div>
-                <dt>Aadhaar</dt>
-                <dd>{{ m.aadhaarMasked }}</dd>
-              </div>
-            }
-            @if (m.gstinMasked) {
-              <div>
-                <dt>GSTIN</dt>
-                <dd>{{ m.gstinMasked }}</dd>
-              </div>
-            }
-          </dl>
-
-          @if (m.visibleToCaller) {
-            <button
-              mat-flat-button
-              color="primary"
-              type="button"
-              class="identity-check__action"
-              [routerLink]="['/clients', m.clientId, 'general']"
-            >
-              Open this customer
-            </button>
-          } @else {
-            <p class="identity-check__note">
-              This customer is registered at <strong>{{ m.officeName }}</strong
-              >. They stay a single customer (one CIF). Open their page, then choose which account to open for them at
-              this branch. They are listed under this branch once an account is opened here.
-            </p>
-            <button
-              mat-flat-button
-              color="primary"
-              type="button"
-              class="identity-check__action"
-              [disabled]="linking"
-              (click)="openAccountHere(m)"
-            >
-              {{ linking ? 'Please wait…' : 'Open account for this customer' }}
-            </button>
-          }
-        </div>
-      }
-    }
-  }
-</section>

src/app/clients/client-stepper/client-identity-check/client-identity-check.component.scss

@@ -1,157 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-:host {
-  display: block;
-}
-
-.identity-check {
-  margin-bottom: 16px;
-  padding: 16px 20px;
-  background: #f9fafb;
-  border: 1px solid #e5e7eb;
-  border-radius: 12px;
-
-  &--blocking {
-    border-color: #fecaca;
-    background: #fffafa;
-  }
-
-  &__header {
-    display: flex;
-    gap: 12px;
-    align-items: flex-start;
-    margin-bottom: 12px;
-  }
-
-  &__icon {
-    flex: none;
-    color: var(--md-sys-color-primary, #1074b9);
-  }
-
-  &__title {
-    margin: 0;
-    font-size: 15px;
-    font-weight: 600;
-  }
-
-  &__hint {
-    margin: 2px 0 0;
-    font-size: 13px;
-    color: #6b7280;
-  }
-
-  // PAN and GSTIN read in capitals even before the value is rewritten.
-  &__upper {
-    text-transform: uppercase;
-  }
-
-  &__fields {
-    display: flex;
-    flex-wrap: wrap;
-    gap: 0 16px;
-  }
-
-  &__field {
-    flex: 1 1 220px;
-    min-width: 200px;
-  }
-
-  &__status {
-    display: flex;
-    gap: 10px;
-    align-items: center;
-    padding: 10px 12px;
-    font-size: 13px;
-    border-radius: 8px;
-
-    &--info {
-      background: #eff6ff;
-      color: #1e40af;
-    }
-
-    &--ok {
-      background: #ecfdf5;
-      color: #047857;
-    }
-
-    &--warn {
-      background: #fffbeb;
-      color: #92400e;
-    }
-
-    &--error {
-      background: #fef2f2;
-      color: #991b1b;
-    }
-  }
-
-  &__card {
-    margin-top: 10px;
-    padding: 12px 14px;
-    background: #fff;
-    border: 1px solid #fecaca;
-    border-radius: 10px;
-  }
-
-  &__card-head {
-    display: flex;
-    flex-wrap: wrap;
-    gap: 8px 12px;
-    align-items: center;
-    justify-content: space-between;
-  }
-
-  &__meta {
-    margin-left: 8px;
-    font-size: 13px;
-    color: #6b7280;
-  }
-
-  &__chips {
-    display: inline-flex;
-    flex-wrap: wrap;
-    gap: 6px;
-  }
-
-  &__chip {
-    padding: 2px 8px;
-    font-size: 12px;
-    color: #991b1b;
-    background: #fee2e2;
-    border-radius: 999px;
-  }
-
-  &__facts {
-    display: grid;
-    grid-template-columns: repeat(auto-fit, minmax(140px, 1fr));
-    gap: 8px 16px;
-    margin: 10px 0 0;
-
-    dt {
-      font-size: 12px;
-      color: #6b7280;
-    }
-
-    dd {
-      margin: 0;
-      font-size: 14px;
-      font-weight: 500;
-    }
-  }
-
-  &__action {
-    margin-top: 12px;
-  }
-
-  &__note {
-    margin: 12px 0 0;
-    font-size: 13px;
-    color: #374151;
-  }
-}

src/app/clients/client-stepper/client-identity-check/client-identity-check.component.ts

@@ -1,308 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import {
-  Component,
-  EventEmitter,
-  Input,
-  OnChanges,
-  OnDestroy,
-  OnInit,
-  Output,
-  SimpleChanges,
-  inject
-} from '@angular/core';
-import {
-  AbstractControl,
-  FormGroupDirective,
-  NgForm,
-  UntypedFormBuilder,
-  UntypedFormGroup,
-  Validators
-} from '@angular/forms';
-import { ErrorStateMatcher } from '@angular/material/core';
-import { Router } from '@angular/router';
-import { MatIcon } from '@angular/material/icon';
-import { MatProgressSpinner } from '@angular/material/progress-spinner';
-import { Observable, Subject, merge, of } from 'rxjs';
-import { catchError, debounceTime, map, switchMap, takeUntil, tap } from 'rxjs/operators';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { AuthenticationService } from 'app/core/authentication/authentication.service';
-import { RestrictInputDirective } from '../../../directives/restrict-input.directive';
-import { ClientsService } from '../../clients.service';
-import { ClientIdentityLookupResult, ClientIdentityMatch } from '../../models/client-identity.model';
-import { aadhaarHash } from '../../utils/aadhaar-hash.util';
-
-export type ClientIdentityStatus = 'idle' | 'checking' | 'not-found' | 'matched' | 'conflict' | 'error';
-
-/**
- * What the parent needs from the identity check: whether creation must stop, and the identifiers the officer entered
- * so the KYC step can be filled in without typing them again.
- */
-export interface ClientIdentityState {
-  status: ClientIdentityStatus;
-  /** Individual: the person's PAN. Entity: the company's PAN. */
-  pan: string | null;
-  /** The 12 digits, held in memory only to pre-fill the KYC step. Never sent: only its hash is. */
-  aadhaar: string | null;
-  gstin: string | null;
-  /** True when the customer already exists (or the identifiers disagree), so a new client must not be created. */
-  blocking: boolean;
-}
-
-/**
- * Shows a field's error as soon as something has been typed in it, not only after the field is left: a PAN that is
- * wrong should say so while it is being typed, and the form should not look fine in the meantime.
- */
-class ShowErrorWhenDirty implements ErrorStateMatcher {
-  isErrorState(control: AbstractControl | null, _form: FormGroupDirective | NgForm | null): boolean {
-    return !!control && control.invalid && (control.dirty || control.touched);
-  }
-}
-
-const PAN_PATTERN = /^[A-Za-z]{5}\d{4}[A-Za-z]$/;
-const AADHAAR_PATTERN = /^\d{12}$/;
-const GSTIN_PATTERN = /^\d{2}[A-Za-z]{5}\d{4}[A-Za-z][1-9A-Za-z]Z[0-9A-Za-z]$/;
-
-/**
- * "Is this person already a customer of the bank?" — asked at the top of the General step, before anything is saved.
- *
- * Any ONE of PAN / Aadhaar (individual) or PAN / GSTIN (entity) matching an existing customer, in any branch, means
- * the same customer, so a second client must not be created. When nothing matches, what was entered is carried to the
- * KYC step so it does not have to be typed again.
- */
-@Component({
-  selector: 'mifosx-client-identity-check',
-  templateUrl: './client-identity-check.component.html',
-  styleUrls: ['./client-identity-check.component.scss'],
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    MatIcon,
-    MatProgressSpinner,
-    RestrictInputDirective
-  ]
-})
-export class ClientIdentityCheckComponent implements OnInit, OnChanges, OnDestroy {
-  private formBuilder = inject(UntypedFormBuilder);
-  private clientsService = inject(ClientsService);
-  private router = inject(Router);
-  private authenticationService = inject(AuthenticationService);
-
-  /** 1 = individual, 2 = entity (non-individual). */
-  @Input() legalFormType = 1;
-  @Output() identityChange = new EventEmitter<ClientIdentityState>();
-
-  form: UntypedFormGroup;
-  readonly errorMatcher = new ShowErrorWhenDirty();
-  status: ClientIdentityStatus = 'idle';
-  matches: ClientIdentityMatch[] = [];
-  /** True while the customer is being introduced to this branch. */
-  linking = false;
-
-  private destroy$ = new Subject<void>();
-  private recheck$ = new Subject<void>();
-
-  get isEntity(): boolean {
-    return this.legalFormType === 2;
-  }
-
-  /** The first (and normally only) existing customer found. */
-  get match(): ClientIdentityMatch | null {
-    return this.matches[0] ?? null;
-  }
-
-  /**
-   * True while a field holds something that is not a valid PAN / Aadhaar / GSTIN. Such a value is never looked up or
-   * carried to the KYC step, so the parent must not let the officer carry on past it as if the check had passed.
-   */
-  get hasInvalidInput(): boolean {
-    return !!this.form?.invalid;
-  }
-
-  markAllAsTouched(): void {
-    this.form?.markAllAsTouched();
-  }
-
-  get state(): ClientIdentityState {
-    const v = this.normalized();
-    return {
-      status: this.status,
-      pan: v.pan,
-      aadhaar: v.aadhaar,
-      gstin: v.gstin,
-      blocking: this.status === 'matched' || this.status === 'conflict'
-    };
-  }
-
-  ngOnInit(): void {
-    this.form = this.formBuilder.group({
-      pan: [
-        '',
-        Validators.pattern(PAN_PATTERN)
-      ],
-      aadhaar: [
-        '',
-        Validators.pattern(AADHAAR_PATTERN)
-      ],
-      gstin: [
-        '',
-        Validators.pattern(GSTIN_PATTERN)
-      ]
-    });
-
-    // A pause in typing (or a manual re-check) runs one lookup; typing again cancels the one in flight.
-    merge(this.form.valueChanges, this.recheck$)
-      .pipe(
-        debounceTime(400),
-        tap(() => this.startChecking()),
-        switchMap(() => this.lookup()),
-        takeUntil(this.destroy$)
-      )
-      .subscribe((result) => this.applyResult(result));
-  }
-
-  ngOnChanges(changes: SimpleChanges): void {
-    // Switching individual <-> entity swaps which identifiers apply; what was typed for the other kind is stale.
-    if (changes['legalFormType'] && !changes['legalFormType'].firstChange) {
-      this.reset();
-    }
-  }
-
-  ngOnDestroy(): void {
-    this.destroy$.next();
-    this.destroy$.complete();
-  }
-
-  /** Clears the fields and the result, e.g. when a new client creation session starts. */
-  reset(): void {
-    this.form?.reset({ pan: '', aadhaar: '', gstin: '' }, { emitEvent: false });
-    this.status = 'idle';
-    this.matches = [];
-    this.identityChange.emit(this.state);
-  }
-
-  recheck(): void {
-    this.recheck$.next();
-  }
-
-  /**
-   * PAN and GSTIN are always written in capitals, so what is typed is capitalised as it is typed. The caret is put
-   * back where it was, otherwise editing the middle of a PAN would throw it to the end. The shared restrict-input
-   * directive only capitalises when the field is left, which let lower-case show while typing.
-   */
-  capitalise(controlName: 'pan' | 'gstin', event: Event): void {
-    const input = event.target as HTMLInputElement;
-    const upper = input.value.toUpperCase();
-    if (upper !== input.value) {
-      const { selectionStart, selectionEnd } = input;
-      input.value = upper;
-      input.setSelectionRange(selectionStart, selectionEnd);
-    }
-    this.form.get(controlName)?.setValue(upper, { emitEvent: false });
-  }
-
-  /** Identifiers that are complete and well formed; anything half-typed is ignored rather than looked up. */
-  private normalized(): { pan: string | null; aadhaar: string | null; gstin: string | null } {
-    const raw = this.form?.getRawValue() ?? { pan: '', aadhaar: '', gstin: '' };
-    const pan = String(raw.pan ?? '')
-      .replace(/\s+/g, '')
-      .toUpperCase();
-    const aadhaar = String(raw.aadhaar ?? '').replace(/[\s-]/g, '');
-    const gstin = String(raw.gstin ?? '')
-      .replace(/\s+/g, '')
-      .toUpperCase();
-    return {
-      pan: PAN_PATTERN.test(pan) ? pan : null,
-      aadhaar: !this.isEntity && AADHAAR_PATTERN.test(aadhaar) ? aadhaar : null,
-      gstin: this.isEntity && GSTIN_PATTERN.test(gstin) ? gstin : null
-    };
-  }
-
-  private startChecking(): void {
-    const v = this.normalized();
-    if (!v.pan && !v.aadhaar && !v.gstin) {
-      this.status = 'idle';
-      this.matches = [];
-      this.identityChange.emit(this.state);
-      return;
-    }
-    this.status = 'checking';
-    this.matches = [];
-    this.identityChange.emit(this.state);
-  }
-
-  private lookup(): Observable<ClientIdentityLookupResult | 'error' | null> {
-    const v = this.normalized();
-    if (!v.pan && !v.aadhaar && !v.gstin) {
-      return of(null);
-    }
-    return this.clientsService
-      .lookupClientIdentity({ panNumber: v.pan, aadhaarHash: aadhaarHash(v.aadhaar), gstinNumber: v.gstin })
-      .pipe(
-        map((result): ClientIdentityLookupResult | 'error' => result),
-        catchError(() => of('error' as const))
-      );
-  }
-
-  private applyResult(result: ClientIdentityLookupResult | 'error' | null): void {
-    if (result === null) {
-      // Nothing complete to look up; startChecking() already reset to idle.
-      return;
-    }
-    if (result === 'error') {
-      // Not blocking: the server checks again when the KYC is saved, so a failed lookup must not stop onboarding.
-      this.status = 'error';
-      this.matches = [];
-    } else if (result.conflict) {
-      this.status = 'conflict';
-      this.matches = result.matches;
-    } else if (result.matched) {
-      this.status = 'matched';
-      this.matches = result.matches;
-    } else {
-      this.status = 'not-found';
-      this.matches = [];
-    }
-    this.identityChange.emit(this.state);
-  }
-
-  /**
-   * Starts opening an account at THIS branch for a customer registered at another one. The customer stays at the home
-   * branch (one CIF). This branch is introduced to them, which only lets it open their page; they are listed under
-   * this branch once an account is actually opened here. An account opened for a customer of another branch is held
-   * at the branch that opens it.
-   */
-  openAccountHere(match: ClientIdentityMatch): void {
-    const officeId = this.authenticationService.getCredentials()?.officeId;
-    if (this.linking || officeId == null) {
-      return;
-    }
-    this.linking = true;
-    this.clientsService.linkClientToMyBranch(match.clientId).subscribe({
-      next: () => {
-        this.linking = false;
-        this.router.navigate([
-          '/clients',
-          match.clientId,
-          'general'
-        ]);
-      },
-      // The failure is shown by the global error handler.
-      error: () => (this.linking = false)
-    });
-  }
-
-  /** Legal form of the existing customer, for the card. */
-  legalFormLabel(match: ClientIdentityMatch): string {
-    return match.legalFormEnum === 2 ? 'Non-Individual' : 'Individual';
-  }
-
-  matchedByLabel(by: string): string {
-    return by === 'AADHAAR' ? 'Aadhaar' : by;
-  }
-}

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

@@ -43,8 +43,6 @@ import { KycUploadHelperService } from '../../shared/kyc-upload-helper.service';
 import { CaptureImageDialogComponent } from '../../clients-view/custom-dialogs/capture-image-dialog/capture-image-dialog.component';
 import { DrawSignatureDialogComponent } from '../../clients-view/custom-dialogs/draw-signature-dialog/draw-signature-dialog.component';
 import { dataUrlToFile } from 'app/shared/utils/data-url.util';
-import { aadhaarHash } from '../../utils/aadhaar-hash.util';
-import { ClientIdentityState } from '../client-identity-check/client-identity-check.component';
 import { DocumentPreviewDialogComponent } from '../../shared/document-preview-dialog/document-preview-dialog.component';
 import {
   PanDeclarationDialogComponent,
@@ -110,32 +108,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
   @Input() verificationDateOfBirth: Date | null = null;
   /** Read-only mode — disables form editing until user clicks edit icon */
   @Input() readOnly = false;
-
-  /**
-   * The identifiers the officer already typed into the existing-customer check on the General step. They are filled
-   * in here so they are not typed twice, but only into fields that are still empty: whatever was entered on this
-   * step wins. Ignored while the check says the customer already exists, since no client is created then.
-   */
-  @Input() set identityPrefill(identity: ClientIdentityState | null) {
-    if (!identity || identity.blocking) {
-      return;
-    }
-    const isEmpty = (name: string) => !String(this.kycForm?.get(name)?.value ?? '').trim();
-    const patch: Record<string, unknown> = {};
-    if (this.isNonIndividual) {
-      if (identity.gstin && isEmpty('gstinNumber')) patch['gstinNumber'] = identity.gstin;
-      if (identity.pan && isEmpty('enterprisePan')) patch['enterprisePan'] = identity.pan;
-    } else {
-      if (identity.pan && isEmpty('panNumber')) {
-        patch['panNumber'] = identity.pan;
-        patch['hasPan'] = true;
-      }
-      if (identity.aadhaar && isEmpty('aadhaarNumber')) patch['aadhaarNumber'] = identity.aadhaar;
-    }
-    if (Object.keys(patch).length) {
-      this.kycForm.patchValue(patch);
-    }
-  }
   @Input() calculatedRisk: {
     category: number;
     reason: string;
@@ -1784,8 +1756,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       kycType: this.kycTypeValue,
       riskCategory: this.currentRiskCategory,
       panNumber: pan,
-      aadhaarNumberMasked: aadhaarRaw.length === 12 ? 'XXXXXXXX' + aadhaarRaw.slice(-4) : 'XXXXXXXX0000',
+      aadhaarNumberMasked: aadhaarRaw.length === 12 ? 'XXXXXXXX' + aadhaarRaw.slice(-4) : 'XXXXXXXX0000'
-      ...this.aadhaarHashField(aadhaarRaw)
     };
 
     // A proprietorship reaches this method (it verifies the proprietor's individual PAN) but is
@@ -2387,8 +2358,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       locale: 'en',
       kycType: this.kycTypeValue,
       riskCategory: this.currentRiskCategory,
-      aadhaarNumberMasked: aadhaarMasked,
+      aadhaarNumberMasked: aadhaarMasked
-      ...this.aadhaarHashField(aadhaar)
     };
     const panVal = this.kycForm.value.panNumber;
     if (panVal) {
@@ -2709,15 +2679,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
     }
   }
 
-  /**
-   * `{ aadhaarHash }` for a full 12-digit Aadhaar, `{}` otherwise. The number itself is never sent: KYC calls are
-   * recorded server-side, so only its SHA-256 goes.
-   */
-  private aadhaarHashField(aadhaar: string | null | undefined): { aadhaarHash?: string } {
-    const hash = aadhaarHash(aadhaar);
-    return hash ? { aadhaarHash: hash } : {};
-  }
-
   get kycData(): any {
     const formVal = this.kycForm.getRawValue();
     const aadhaarRaw = formVal.aadhaarNumber || '';
@@ -2746,9 +2707,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       // For non-individual: Company PAN is used as panNumber for verification
       panNumber: this.isNonIndividual ? enterprisePanNorm : v.hasPan ? panNorm : null,
       aadhaarNumberMasked: this.isNonIndividual ? 'XXXXXXXX0000' : aadhaarMasked,
-      // The fingerprint of the full number, so the server can tell two Aadhaar numbers apart (the masked form keeps
-      // only the last four digits). Absent when the field holds a masked value reloaded from the server.
-      ...(this.isNonIndividual ? {} : this.aadhaarHashField(aadhaarRaw)),
       // Only ever sent when this screen actually holds a value. The seeding status is derived by
       // the provider during PAN verification and written straight to the record, so sending an
       // empty one back would blank a field the server filled in — which reads as an officer

src/app/clients/clients-view/clients-view.component.html

@@ -356,15 +356,6 @@
     <button mat-menu-item *mifosxHasPermission="'CREATE_CURRENTACCOUNT'" [routerLink]="['current-accounts', 'create']">
       {{ 'labels.buttons.New Current Account' | translate }}
     </button>
-    <!-- A Cash Credit account is a current account on a product that allows an overdraft against a sanctioned limit. -->
-    <button
-      mat-menu-item
-      *mifosxHasPermission="'CREATE_CURRENTACCOUNT'"
-      [routerLink]="['current-accounts', 'create']"
-      [queryParams]="{ cc: 1 }"
-    >
-      New CC Account
-    </button>
   </mat-menu>
 
   <mat-menu #Actions="matMenu">

src/app/clients/clients-view/general-tab/general-tab.component.html

@@ -90,21 +90,6 @@
               <mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
             </td>
           </ng-container>
-          <ng-container matColumnDef="Branch">
-            <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Branch' | translate }}</th>
-            <td mat-cell *matCellDef="let element">
-              @if (element.officeName) {
-                <span [class]="branchChipClass(element)" [title]="branchChipTitle(element)">
-                  <i class="fa fa-map-marker"></i>{{ element.officeName }}
-                  @if (isHomeBranch(element)) {
-                    <span class="branch-chip__home">Home</span>
-                  }
-                </span>
-              } @else {
-                —
-              }
-            </td>
-          </ng-container>
           <ng-container matColumnDef="Last Active">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
             <td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
@@ -218,21 +203,6 @@
               <mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
             </td>
           </ng-container>
-          <ng-container matColumnDef="Branch">
-            <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Branch' | translate }}</th>
-            <td mat-cell *matCellDef="let element">
-              @if (element.officeName) {
-                <span [class]="branchChipClass(element)" [title]="branchChipTitle(element)">
-                  <i class="fa fa-map-marker"></i>{{ element.officeName }}
-                  @if (isHomeBranch(element)) {
-                    <span class="branch-chip__home">Home</span>
-                  }
-                </span>
-              } @else {
-                —
-              }
-            </td>
-          </ng-container>
           <ng-container matColumnDef="Closed Date">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Closed Date' | translate }}</th>
             <td mat-cell *matCellDef="let element">{{ element.timeline.closedOnDate | dateFormat }}</td>
@@ -292,21 +262,6 @@
               <mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
             </td>
           </ng-container>
-          <ng-container matColumnDef="Branch">
-            <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Branch' | translate }}</th>
-            <td mat-cell *matCellDef="let element">
-              @if (element.officeName) {
-                <span [class]="branchChipClass(element)" [title]="branchChipTitle(element)">
-                  <i class="fa fa-map-marker"></i>{{ element.officeName }}
-                  @if (isHomeBranch(element)) {
-                    <span class="branch-chip__home">Home</span>
-                  }
-                </span>
-              } @else {
-                —
-              }
-            </td>
-          </ng-container>
           <ng-container matColumnDef="Last Active">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
             <td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
@@ -497,21 +452,6 @@
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Fixed Deposit Product' | translate }}</th>
             <td mat-cell *matCellDef="let element">{{ element.productName }}</td>
           </ng-container>
-          <ng-container matColumnDef="Branch">
-            <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Branch' | translate }}</th>
-            <td mat-cell *matCellDef="let element">
-              @if (element.officeName) {
-                <span [class]="branchChipClass(element)" [title]="branchChipTitle(element)">
-                  <i class="fa fa-map-marker"></i>{{ element.officeName }}
-                  @if (isHomeBranch(element)) {
-                    <span class="branch-chip__home">Home</span>
-                  }
-                </span>
-              } @else {
-                —
-              }
-            </td>
-          </ng-container>
           <ng-container matColumnDef="Last Active">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
             <td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
@@ -611,21 +551,6 @@
               <mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
             </td>
           </ng-container>
-          <ng-container matColumnDef="Branch">
-            <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Branch' | translate }}</th>
-            <td mat-cell *matCellDef="let element">
-              @if (element.officeName) {
-                <span [class]="branchChipClass(element)" [title]="branchChipTitle(element)">
-                  <i class="fa fa-map-marker"></i>{{ element.officeName }}
-                  @if (isHomeBranch(element)) {
-                    <span class="branch-chip__home">Home</span>
-                  }
-                </span>
-              } @else {
-                —
-              }
-            </td>
-          </ng-container>
           <ng-container matColumnDef="Closed Date">
             <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Closed Date' | translate }}</th>
             <td mat-cell *matCellDef="let element">{{ element.timeline.closedOnDate | dateFormat }}</td>
@@ -686,27 +611,10 @@
               <mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
             </td>
           </ng-container>
-          <ng-container matColumnDef="Branch">
-            <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Branch' | translate }}</th>
-            <td mat-cell *matCellDef="let element">
-              @if (element.officeName) {
-                <span [class]="branchChipClass(element)" [title]="branchChipTitle(element)">
-                  <i class="fa fa-map-marker"></i>{{ element.officeName }}
-                  @if (isHomeBranch(element)) {
-                    <span class="branch-chip__home">Home</span>
-                  }
-                </span>
-              } @else {
-                —
-              }
-            </td>
-          </ng-container>
           <ng-container matColumnDef="Status">
             <th mat-header-cell *matHeaderCellDef>Status</th>
             <td mat-cell *matCellDef="let element">
-              <span class="rd-status" [class.rd-status--ended]="element.timeline?.closedOnDate">{{
+              <span class="rd-status" [class.rd-status--ended]="element.timeline?.closedOnDate">{{ rdStatusLabel(element) }}</span>
-                rdStatusLabel(element)
-              }}</span>
               @if (element.timeline?.closedOnDate) {
                 <div class="rd-status__date">on {{ element.timeline.closedOnDate | dateFormat }}</div>
               }

src/app/clients/clients-view/general-tab/general-tab.component.scss

@@ -440,66 +440,3 @@ table[mat-table] {
   font-size: 11px;
   color: #64748b;
 }
-
-/*
- * Branch an account is held at, as a pill coloured by where the signed-in user works: green for their own branch, red for
- * any other. When the customer banks at several other branches the reds run from light to dark, one shade per branch.
- */
-.branch-chip {
-  display: inline-flex;
-  align-items: center;
-  gap: 6px;
-  padding: 3px 10px;
-  border-radius: 999px;
-  border: 1px solid transparent;
-  font-size: 12px;
-  font-weight: 600;
-  white-space: nowrap;
-
-  .fa {
-    font-size: 12px;
-  }
-
-  &--mine {
-    background: #dcfce7;
-    color: #166534;
-    border-color: #4ade80;
-  }
-
-  &--other-0 {
-    background: #fee2e2;
-    color: #991b1b;
-    border-color: #fca5a5;
-  }
-
-  &--other-1 {
-    background: #fca5a5;
-    color: #7f1d1d;
-    border-color: #f87171;
-  }
-
-  &--other-2 {
-    background: #dc2626;
-    color: #fff;
-    border-color: #b91c1c;
-  }
-
-  &--other-3 {
-    background: #991b1b;
-    color: #fff;
-    border-color: #7f1d1d;
-  }
-}
-
-.branch-chip__home {
-  padding: 0 6px;
-  border-radius: 8px;
-
-  /* fixed colours: the chip text turns white on the dark reds, which would vanish against this light tag */
-  background: rgb(255 255 255 / 85%);
-  color: #1f2937;
-  font-size: 10px;
-  font-weight: 700;
-  letter-spacing: 0.04em;
-  text-transform: uppercase;
-}

src/app/clients/clients-view/general-tab/general-tab.component.ts

@@ -39,7 +39,6 @@ import { DateFormatPipe } from '../../../pipes/date-format.pipe';
 import { FormatNumberPipe } from '../../../pipes/format-number.pipe';
 import { CurrencyPipe } from '@angular/common';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { AuthenticationService } from '../../../core/authentication/authentication.service';
 import { ReportsService } from 'app/reports/reports.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { Subject } from 'rxjs';
@@ -152,7 +151,6 @@ export class GeneralTabComponent implements OnDestroy {
   private router = inject(Router);
   private reportsService = inject(ReportsService);
   private settingsService = inject(SettingsService);
-  private authenticationService = inject(AuthenticationService);
 
   /** Open Loan Accounts Columns */
   openLoansColumns: string[] = [
@@ -179,7 +177,6 @@ export class GeneralTabComponent implements OnDestroy {
   openSavingsColumns: string[] = [
     'Account No',
     'Saving Account',
-    'Branch',
     'Last Active',
     'Balance',
     'Actions'
@@ -188,14 +185,12 @@ export class GeneralTabComponent implements OnDestroy {
   closedSavingsColumns: string[] = [
     'Account No',
     'Saving Account',
-    'Branch',
     'Closed Date'
   ];
   /** Closed Recurring Deposit Accounts Columns - with how each one ended, for tracking. */
   recurringColumns: string[] = [
     'Account No',
     'Saving Account',
-    'Branch',
     'Status',
     'Last Active',
     'Balance',
@@ -341,76 +336,12 @@ export class GeneralTabComponent implements OnDestroy {
   /** Client Id */
   clientid: any;
 
-  /** The customer's own (home) branch, to tell it from branches the customer banks at elsewhere. */
-  clientOfficeId: number | null = null;
-
-  /** How many red shades the branch chips have (general-tab.component.scss, .branch-chip--other-0 ... -3), light to dark. */
-  private static readonly OTHER_BRANCH_SHADES = 4;
-
-  /** The branch the signed-in user works at: accounts held here read green, every other branch red. */
-  private get myOfficeId(): number | null {
-    const officeId = this.authenticationService.getCredentials()?.officeId;
-    return officeId == null ? null : Number(officeId);
-  }
-
-  /**
-   * The other branches this customer banks at, lightest to darkest. Ordered by branch id so the shades stay put between
-   * visits; computed over every deposit account on the page so one branch has the same shade in every table.
-   */
-  private otherBranchIds(): number[] {
-    const mine = this.myOfficeId;
-    const ids = new Set<number>();
-    for (const account of [
-      ...this.savingAccounts,
-      ...this.currentAccounts
-    ]) {
-      const officeId = Number(account?.officeId);
-      if (Number.isFinite(officeId) && officeId !== mine) {
-        ids.add(officeId);
-      }
-    }
-    return [...ids].sort((a, b) => a - b);
-  }
-
-  /** Green for an account at the signed-in user's branch; red for any other branch, a different shade for each. */
-  branchChipClass(account: any): string {
-    const officeId = Number(account?.officeId);
-    if (officeId === this.myOfficeId) {
-      return 'branch-chip branch-chip--mine';
-    }
-    const others = this.otherBranchIds();
-    const rank = Math.max(others.indexOf(officeId), 0);
-    const last = GeneralTabComponent.OTHER_BRANCH_SHADES - 1;
-    // one other branch gets a mid red, several are spread from the lightest to the darkest
-    const shade = others.length <= 1 ? 1 : Math.round((rank * last) / (others.length - 1));
-    return `branch-chip branch-chip--other-${shade}`;
-  }
-
-  branchChipTitle(account: any): string {
-    const parts = [account?.officeName];
-    if (Number(account?.officeId) === this.myOfficeId) {
-      parts.push('your branch');
-    }
-    if (this.isHomeBranch(account)) {
-      parts.push('customer home branch');
-    }
-    return parts.join(' - ');
-  }
-
-  isHomeBranch(account: any): boolean {
-    return this.clientOfficeId != null && Number(account?.officeId) === this.clientOfficeId;
-  }
-
   /**
    * @param {ActivatedRoute} route Activated Route
    * @param {ClientsService} clientService Clients Service
    * @param {Router} router Router
    */
   constructor() {
-    // The customer's record is resolved on the parent route, not on this tab's own route data.
-    this.route.parent?.data.subscribe((data: any) => {
-      this.clientOfficeId = data?.clientViewData?.officeId ?? null;
-    });
     this.route.data.subscribe(
       (data: { clientAccountsData: any; clientChargesData: any; clientSummary: any; clientCollateralData: any }) => {
         this.clientAccountData = data.clientAccountsData;

src/app/clients/clients.component.html

@@ -50,17 +50,6 @@
         />
       </mat-form-field>
 
-      @if (isHeadOffice) {
-        <mat-form-field class="table-filter" appearance="outline">
-          <mat-select [(value)]="officeFilter" (selectionChange)="officeChanged()" placeholder="Branch">
-            <mat-option [value]="null">All Branches</mat-option>
-            @for (office of offices; track office.id) {
-              <mat-option [value]="office.id">{{ office.name }}</mat-option>
-            }
-          </mat-select>
-        </mat-form-field>
-      }
-
       <mat-form-field class="table-filter" appearance="outline">
         <mat-select [(value)]="statusFilter" (selectionChange)="applyClientFilters()" placeholder="Status">
           <mat-option value="">All Status</mat-option>
@@ -103,11 +92,6 @@
             row.legalForm?.id === 2 ? 'business' : 'person'
           }}</mat-icon>
           {{ hideClientData ? maskName(row.displayName) : row.displayName }}
-          @if (!isHeadOffice && row.officeId && myOfficeId !== null && row.officeId !== myOfficeId) {
-            <span class="row-home-chip" matTooltip="Registered at another branch; linked to this branch">
-              Home: {{ row.officeName }}
-            </span>
-          }
           @if (row._ckycDone) {
             <mat-icon class="row-ckyc-icon" matTooltip="CKYC Done">verified</mat-icon>
           }
@@ -130,12 +114,6 @@
         </td>
       </ng-container>
 
-      <!-- Branch Column (Head Office only) -->
-      <ng-container matColumnDef="officeName">
-        <th mat-header-cell *matHeaderCellDef>Branch</th>
-        <td mat-cell *matCellDef="let row">{{ row.officeName }}</td>
-      </ng-container>
-
       <!-- Status Column -->
       <ng-container matColumnDef="status">
         <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>

src/app/clients/clients.component.scss

@@ -7,15 +7,3 @@
  */
 
 @use '../shared/styles/list-layout' as *;
-
-// A customer registered at another branch that has been linked to this one.
-.row-home-chip {
-  margin-left: 8px;
-  padding: 1px 8px;
-  font-size: 11px;
-  font-weight: 500;
-  color: #92400e;
-  background: #fef3c7;
-  border-radius: 999px;
-  white-space: nowrap;
-}

src/app/clients/clients.component.ts

@@ -38,8 +38,6 @@ import { MatIconButton, MatButton } from '@angular/material/button';
 import { MatIcon } from '@angular/material/icon';
 import { MatTooltip } from '@angular/material/tooltip';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { AuthenticationService } from '../core/authentication/authentication.service';
-import { OrganizationService } from '../organization/organization.service';
 
 @Component({
   selector: 'mifosx-clients',
@@ -73,15 +71,6 @@ import { OrganizationService } from '../organization/organization.service';
 })
 export class ClientsComponent implements OnInit {
   private clientService = inject(ClientsService);
-  private authenticationService = inject(AuthenticationService);
-  private organizationService = inject(OrganizationService);
-
-  /** Head Office sees every branch's clients, so it gets a Branch filter. A branch user only ever sees its own. */
-  isHeadOffice = this.authenticationService.isHeadOfficeUser();
-  offices: { id: number; name: string }[] = [];
-  officeFilter: number | null = null;
-  /** The caller's own branch, to tell a customer of another branch (linked here) from this branch's own. */
-  myOfficeId = this.authenticationService.getCredentials()?.officeId ?? null;
 
   /** Returns true if client data masking is enabled */
   get hideClientData(): boolean {
@@ -101,7 +90,6 @@ export class ClientsComponent implements OnInit {
     'displayName',
     'cifNumber',
     'legalForm',
-    'officeName',
     'status',
     'profileCompletion',
     'actions'
@@ -131,13 +119,6 @@ export class ClientsComponent implements OnInit {
   @ViewChild(MatSort) sort: MatSort;
 
   ngOnInit() {
-    if (!this.isHeadOffice) {
-      this.displayedColumns = this.displayedColumns.filter((c) => c !== 'officeName');
-    } else {
-      this.organizationService.getOffices().subscribe((offices: any[]) => {
-        this.offices = (offices || []).map((o) => ({ id: o.id, name: o.name }));
-      });
-    }
     if (environment.preloadClients) {
       this.getClients();
     }
@@ -163,8 +144,7 @@ export class ClientsComponent implements OnInit {
         this.sortDirection,
         false,
         '',
-        true,
+        true
-        this.isHeadOffice ? this.officeFilter : null
       )
       .subscribe(
         (data: any) => {
@@ -253,12 +233,6 @@ export class ClientsComponent implements OnInit {
     this.dataSource.data = filtered;
   }
 
-  /** Branch filter is applied by the server so paging and the record count stay correct. */
-  officeChanged() {
-    this.resetPaginator();
-    this.getClients();
-  }
-
   pageChanged(event: PageEvent) {
     this.pageSize = event.pageSize;
     this.currentPage = event.pageIndex;

src/app/clients/clients.service.ts

@@ -18,7 +18,6 @@ import { map, catchError } from 'rxjs/operators';
 
 import { environment } from '../../environments/environment';
 import { dataUrlToFile } from 'app/shared/utils/data-url.util';
-import { ClientIdentityLookupResult } from './models/client-identity.model';
 
 /**
  * Clients service.
@@ -743,14 +742,9 @@ export class ClientsService {
     sortDirection: string = '',
     activeOnly: boolean = false,
     legalFormType: string = '',
-    silent: boolean = false,
+    silent: boolean = false
-    officeId: number | null = null
   ) {
     const innerRequest: any = { text };
-    // Branch filter (Head Office list). The server still limits results to the caller's office hierarchy.
-    if (officeId != null) {
-      innerRequest.officeId = officeId;
-    }
     if (activeOnly) {
       innerRequest.activeOnly = true;
     }
@@ -846,11 +840,6 @@ export class ClientsService {
     return this.http.post('/kyc/risk-rules', rule);
   }
 
-  /** Ends the trial of a newly added rule; it stays in the catalog as a normal rule. */
-  markClientRiskRuleNormal(ruleId: number): Observable<any> {
-    return this.http.post(`/kyc/risk-rules/${ruleId}/mark-normal`, {});
-  }
-
   /** Fetch code values by code ID */
   getCodeValuesById(codeId: number): Observable<any[]> {
     return this.http.get<any[]>(`/codes/${codeId}/codevalues`).pipe(catchError(() => of([])));
@@ -879,39 +868,6 @@ export class ClientsService {
     return this.http.post(`/clients/${clientId}/kyc`, kycData);
   }
 
-  /**
-   * "Is this person already a customer of the bank?" — across every branch, by PAN, Aadhaar fingerprint or GSTIN.
-   * Any ONE of them matching means the same customer. `contactConflicts` reports a phone/email already used by another
-   * client, which is never the same customer. Only the Aadhaar's SHA-256 is sent, never the number.
-   */
-  /**
-   * Introduces a customer of another branch to the caller's branch, so the branch can see them and open an account
-   * for them there. The customer stays at the home branch. Safe to repeat.
-   */
-  linkClientToMyBranch(
-    clientId: number
-  ): Observable<{ clientId: number; linked: boolean; officeId: number; officeName: string }> {
-    return this.http.post<{ clientId: number; linked: boolean; officeId: number; officeName: string }>(
-      '/clientidentity/link',
-      {
-        clientId
-      }
-    );
-  }
-
-  lookupClientIdentity(identity: {
-    panNumber?: string | null;
-    aadhaarHash?: string | null;
-    gstinNumber?: string | null;
-    mobileNo?: string | null;
-    emailAddress?: string | null;
-    excludeClientId?: number | null;
-  }): Observable<ClientIdentityLookupResult> {
-    return this.http.post<ClientIdentityLookupResult>('/clientidentity/lookup', identity, {
-      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-    });
-  }
-
   /**
    * Screen a client name against the UN Security Council consolidated sanctions list.
    * @param name The name to screen
@@ -1117,91 +1073,9 @@ export class ClientsService {
    */
   saveKycContactLog(
     clientId: string | number,
-    data: { channel: string; notes: string; officerName?: string; noticeType?: string },
+    data: { channel: string; notes: string; officerName?: string }
-    silent = false
   ): Observable<any> {
-    return this.http.post(
+    return this.http.post(`/kyc/exceptions/${clientId}/contact-log`, data);
-      `/kyc/exceptions/${clientId}/contact-log`,
-      data,
-      silent ? { context: new HttpContext().set(SILENT_HTTP_ERROR, true) } : {}
-    );
-  }
-
-  /**
-   * The subject and text a customer would receive for the stage they are at today.
-   * `type` is KYC or DORMANCY; the body comes back empty when they are at no such stage.
-   */
-  previewKycNotice(clientId: string | number, type: string): Observable<{ subject?: string; body?: string }> {
-    return this.http.get<{ subject?: string; body?: string }>(
-      `/kyc/exceptions/${clientId}/contact-log/preview?type=${type}`,
-      {
-        context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-      }
-    );
-  }
-
-  /** Queues notices to be sent in the background by the queue job. */
-  enqueueKycNotices(body: {
-    items: { clientId: number; noticeType: string; channel: string; accountNo?: string; stageLabel?: string }[];
-    notes?: string;
-    officerName?: string;
-    sendAt?: string;
-  }): Observable<{ queued: number; skipped: number }> {
-    return this.http.post<{ queued: number; skipped: number }>('/kyc/notice-queue', body);
-  }
-
-  /** Queued notices, newest first; status narrows to PENDING, SENT, FAILED or CANCELLED. */
-  getKycNoticeQueue(status = ''): Observable<any[]> {
-    return this.http.get<any[]>(`/kyc/notice-queue${status ? `?status=${status}` : ''}`, {
-      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-    });
-  }
-
-  actOnKycNotice(id: number, command: 'cancel' | 'retry'): Observable<any> {
-    return this.http.post(`/kyc/notice-queue/${id}?command=${command}`, {});
-  }
-
-  /** Notices per day (customers, notices, outcomes), newest day first. */
-  getKycContactAuditDays(
-    filter: { from?: string; to?: string; channel?: string; status?: string; search?: string } = {}
-  ): Observable<any[]> {
-    return this.http.get<any[]>('/kyc/contact-audit/days', {
-      params: this.auditParams(filter),
-      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-    });
-  }
-
-  /** Customer notices on record, newest first, a page at a time. */
-  getKycContactAudit(
-    filter: {
-      from?: string;
-      to?: string;
-      channel?: string;
-      status?: string;
-      search?: string;
-      offset?: number;
-      limit?: number;
-    } = {}
-  ): Observable<{ total: number; rows: any[] }> {
-    return this.http.get<{ total: number; rows: any[] }>('/kyc/contact-audit', {
-      params: this.auditParams(filter),
-      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-    });
-  }
-
-  private auditParams(filter: Record<string, string | number | undefined>): HttpParams {
-    let params = new HttpParams();
-    Object.entries(filter).forEach(
-      ([
-        k,
-        v
-      ]) => {
-        if (v !== undefined && v !== null && v !== '') {
-          params = params.set(k, String(v));
-        }
-      }
-    );
-    return params;
   }
 
   getKycContactLog(clientId: string | number): Observable<any[]> {
@@ -1218,14 +1092,6 @@ export class ClientsService {
     return this.http.get<any[]>('/kyc/exceptions/lapsed');
   }
 
-  /** Clients whose re-KYC falls due within the next `days` days (default 30), soonest first. */
-  getExpiringKyc(days = 30): Observable<any[]> {
-    // The caller reports a failure in its own banner, so the global popup is suppressed.
-    return this.http.get<any[]>(`/kyc/exceptions/expiring?days=${days}`, {
-      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
-    });
-  }
-
   /**
    * Savings accounts the dormancy job has marked.
    *

src/app/clients/create-client/create-client.component.html

@@ -38,12 +38,6 @@
             }
           </div>
         }
-        @if (!createdClientId) {
-          <mifosx-client-identity-check
-            [legalFormType]="legalFormType"
-            (identityChange)="onIdentityChange($event)"
-          ></mifosx-client-identity-check>
-        }
         <mifosx-client-general-step
           [clientTemplate]="clientTemplate"
           [prefillData]="prefillData"
@@ -85,7 +79,6 @@
             [verificationDateOfBirth]="clientGeneralStep?.verificationDateOfBirth || null"
             [readOnly]="isTabReadOnly(1)"
             [calculatedRisk]="clientGeneralStep?.calculatedRisk"
-            [identityPrefill]="identity"
           ></mifosx-client-kyc-step>
         </div>
 

src/app/clients/create-client/create-client.component.ts

@@ -23,10 +23,6 @@ import { ClientIndiaAddressStepComponent } from '../client-stepper/client-india-
 import { ClientEntityKycStepComponent } from '../client-stepper/client-entity-kyc-step/client-entity-kyc-step.component';
 import { ClientDatatableStepComponent } from '../client-stepper/client-datatable-step/client-datatable-step.component';
 import { ClientKycStepComponent } from '../client-stepper/client-kyc-step/client-kyc-step.component';
-import {
-  ClientIdentityCheckComponent,
-  ClientIdentityState
-} from '../client-stepper/client-identity-check/client-identity-check.component';
 import { ClientPreviewStepComponent } from '../client-stepper/client-preview-step/client-preview-step.component';
 import { ClientFamilyMembersStepComponent } from '../client-stepper/client-family-members-step/client-family-members-step.component';
 
@@ -64,7 +60,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     ClientEntityKycStepComponent,
     ClientDatatableStepComponent,
     ClientKycStepComponent,
-    ClientIdentityCheckComponent,
     ClientPreviewStepComponent,
     ClientFamilyMembersStepComponent,
     MatProgressBarModule,
@@ -84,7 +79,6 @@ export class CreateClientComponent {
   @ViewChild('clientIndiaAddress') clientIndiaAddressStep: ClientIndiaAddressStepComponent;
   @ViewChild(ClientEntityKycStepComponent) clientEntityKycStep: ClientEntityKycStepComponent;
   @ViewChild('clientKyc') clientKycStep: ClientKycStepComponent;
-  @ViewChild(ClientIdentityCheckComponent) identityCheck: ClientIdentityCheckComponent;
   @ViewChild(ClientFamilyMembersStepComponent) clientFamilyMembersStep: ClientFamilyMembersStepComponent;
   @ViewChildren('dtclient') clientDatatables: QueryList<ClientDatatableStepComponent>;
 
@@ -93,17 +87,6 @@ export class CreateClientComponent {
   selectedTabIndex = 0;
   createdClientId = '';
   savingClient = false;
-  /**
-   * Result of the existing-customer check at the top of the General step. While it says the customer already exists
-   * (or the identifiers disagree) a new client must not be created; otherwise the identifiers typed there are filled
-   * into the KYC step.
-   */
-  identity: ClientIdentityState | null = null;
-
-  onIdentityChange(state: ClientIdentityState): void {
-    this.identity = state;
-  }
-
   /** Pre-fill data passed from "Create as Client" on a manual family member */
   prefillData: any = null;
 
@@ -155,8 +138,6 @@ export class CreateClientComponent {
     this.highestTabReached = 0;
     this.validationError = '';
     this.prefillData = null;
-    this.identity = null;
-    this.identityCheck?.reset();
     this.clientGeneralStep?.resetForNewClient();
     this.clientKycStep?.resetForNewClient();
     this.clientIndiaAddressStep?.resetForNewClient();
@@ -231,10 +212,6 @@ export class CreateClientComponent {
     const idx = this.selectedTabIndex;
 
     if (idx === 0) {
-      // The customer is already on the books (any branch), or the identifiers belong to different customers.
-      if (!this.createdClientId && (this.identity?.blocking || this.identity?.status === 'checking')) return false;
-      // A PAN / Aadhaar / GSTIN typed in the wrong format is neither looked up nor carried on, so it must be fixed or cleared.
-      if (!this.createdClientId && this.identityCheck?.hasInvalidInput) return false;
       if (!this.clientGeneralStep || !this.clientGeneralForm) return false;
       if (this.clientGeneralStep.sanctionsBlocked) return false;
       // A number the officer rejected on the DIP result must be replaced, not carried forward.
@@ -297,17 +274,6 @@ export class CreateClientComponent {
     if (this.savingClient) return 'Saving — please wait…';
     if (this.currentStepValid) return '';
     const idx = this.selectedTabIndex;
-    if (idx === 0 && !this.createdClientId && this.identityCheck?.hasInvalidInput) {
-      return 'Correct the PAN / Aadhaar / GSTIN format in the Existing customer check, or clear the field.';
-    }
-    if (idx === 0 && !this.createdClientId && this.identity?.status === 'checking') {
-      return 'Checking whether this customer already exists…';
-    }
-    if (idx === 0 && !this.createdClientId && this.identity?.blocking) {
-      return this.identity.status === 'conflict'
-        ? 'The PAN / Aadhaar / GSTIN entered belong to different customers — correct them or ask a manager.'
-        : 'This customer already exists — a new client is not created for the same person. Open the existing customer instead.';
-    }
     if (idx === 0 && this.clientGeneralStep?.sanctionsBlocked) {
       const disposition = this.clientGeneralStep.sanctionsDisposition;
       if (disposition === 'FALSE_POSITIVE') {
@@ -392,19 +358,6 @@ export class CreateClientComponent {
   onNext() {
     // If on General tab and client not yet created — save first
     if (this.selectedTabIndex === 0 && !this.createdClientId) {
-      // Defensive re-check: the button is disabled while this holds, but a second client for the same person is the
-      // one mistake this screen exists to prevent.
-      if (this.identityCheck?.hasInvalidInput) {
-        this.identityCheck.markAllAsTouched();
-        this.snackBar.open(this.currentStepBlockerMessage, 'Close', { duration: 6000 });
-        return;
-      }
-      if (this.identity?.blocking) {
-        this.snackBar.open(this.currentStepBlockerMessage || 'This customer already exists.', 'Close', {
-          duration: 6000
-        });
-        return;
-      }
       if (!this.clientGeneralForm?.valid) {
         this.clientGeneralForm?.markAllAsTouched();
         setTimeout(() => {

src/app/clients/models/client-identity.model.ts

@@ -1,34 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-/** An existing customer found by PAN / Aadhaar fingerprint / GSTIN. Identifiers are masked by the server. */
-export interface ClientIdentityMatch {
-  clientId: number;
-  displayName: string;
-  cifNumber: string;
-  officeId: number;
-  officeName: string;
-  legalFormEnum: number | null;
-  kycStatus: number;
-  /** True when the caller's branch can open this client; false when it sits in another branch. */
-  visibleToCaller: boolean;
-  panMasked: string | null;
-  aadhaarMasked: string | null;
-  gstinMasked: string | null;
-  matchedBy: Array<'PAN' | 'AADHAAR' | 'GSTIN'>;
-}
-
-export interface ClientIdentityLookupResult {
-  /** Any ONE of PAN / Aadhaar / GSTIN matched an existing customer: the same person or entity. */
-  matched: boolean;
-  /** The identifiers point at different customers: bad data or fraud, not a customer to reuse. */
-  conflict: boolean;
-  matches: ClientIdentityMatch[];
-  /** A phone or email already used by another client. Never means "the same customer". */
-  contactConflicts: { mobileNo: boolean; emailAddress: boolean };
-}

src/app/clients/utils/aadhaar-hash.util.spec.ts

@@ -1,52 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { createHash } from 'crypto';
-import { aadhaarHash, sha256Hex } from './aadhaar-hash.util';
-
-describe('sha256Hex', () => {
-  it('matches the published SHA-256 test vectors', () => {
-    expect(sha256Hex('')).toBe('e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b934ca495991b7852b855');
-    expect(sha256Hex('abc')).toBe('ba7816bf8f01cfea414140de5dae2223b00361a396177a9cb410ff61f20015ad');
-    expect(sha256Hex('abcdbcdecdefdefgefghfghighijhijkijkljklmklmnlmnomnopnopq')).toBe(
-      '248d6a61d20638b8e5c026930c3e6039a33ce45964ff2167f6ecedd419db06c1'
-    );
-  });
-
-  it('agrees with Node on 12-digit inputs, including ones that need a second block boundary', () => {
-    for (const value of [
-      '000000000000',
-      '123456789012',
-      '999999999999',
-      '0'.repeat(55),
-      '0'.repeat(56),
-      '0'.repeat(64)
-    ]) {
-      expect(sha256Hex(value)).toBe(createHash('sha256').update(value).digest('hex'));
-    }
-  });
-});
-
-describe('aadhaarHash', () => {
-  it('hashes a 12-digit number', () => {
-    expect(aadhaarHash('123456789012')).toBe(createHash('sha256').update('123456789012').digest('hex'));
-  });
-
-  it('ignores the spaces and hyphens people type between the groups', () => {
-    expect(aadhaarHash('1234 5678 9012')).toBe(aadhaarHash('123456789012'));
-    expect(aadhaarHash('1234-5678-9012')).toBe(aadhaarHash('123456789012'));
-  });
-
-  it('returns null for anything that is not a full number', () => {
-    expect(aadhaarHash('')).toBeNull();
-    expect(aadhaarHash(null)).toBeNull();
-    expect(aadhaarHash('XXXXXXXX1234')).toBeNull();
-    expect(aadhaarHash('XXXXXXXX0000')).toBeNull();
-    expect(aadhaarHash('12345678901')).toBeNull();
-  });
-});

src/app/clients/utils/aadhaar-hash.util.ts

@@ -1,185 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-/**
- * The comparable fingerprint of an Aadhaar number: SHA-256 of the 12 digits, as 64 lowercase hex characters.
- *
- * Only this fingerprint is sent to the server. The KYC create/update calls are recorded in an audit table and a log
- * on the server, so the 12-digit number must not be in the request.
- *
- * A plain, unkeyed SHA-256 of 12 digits can be reversed by trying every number, so this is a lookup key and not
- * protection against someone who can read the stored value.
- *
- * Written out in full instead of using `crypto.subtle` because that API is asynchronous and only exists in secure
- * contexts, while the callers (a form-value getter, a blur handler) need the answer synchronously and the app may be
- * served over plain HTTP.
- */
-
-const K = [
-  0x428a2f98,
-  0x71374491,
-  0xb5c0fbcf,
-  0xe9b5dba5,
-  0x3956c25b,
-  0x59f111f1,
-  0x923f82a4,
-  0xab1c5ed5,
-  0xd807aa98,
-  0x12835b01,
-  0x243185be,
-  0x550c7dc3,
-  0x72be5d74,
-  0x80deb1fe,
-  0x9bdc06a7,
-  0xc19bf174,
-  0xe49b69c1,
-  0xefbe4786,
-  0x0fc19dc6,
-  0x240ca1cc,
-  0x2de92c6f,
-  0x4a7484aa,
-  0x5cb0a9dc,
-  0x76f988da,
-  0x983e5152,
-  0xa831c66d,
-  0xb00327c8,
-  0xbf597fc7,
-  0xc6e00bf3,
-  0xd5a79147,
-  0x06ca6351,
-  0x14292967,
-  0x27b70a85,
-  0x2e1b2138,
-  0x4d2c6dfc,
-  0x53380d13,
-  0x650a7354,
-  0x766a0abb,
-  0x81c2c92e,
-  0x92722c85,
-  0xa2bfe8a1,
-  0xa81a664b,
-  0xc24b8b70,
-  0xc76c51a3,
-  0xd192e819,
-  0xd6990624,
-  0xf40e3585,
-  0x106aa070,
-  0x19a4c116,
-  0x1e376c08,
-  0x2748774c,
-  0x34b0bcb5,
-  0x391c0cb3,
-  0x4ed8aa4a,
-  0x5b9cca4f,
-  0x682e6ff3,
-  0x748f82ee,
-  0x78a5636f,
-  0x84c87814,
-  0x8cc70208,
-  0x90befffa,
-  0xa4506ceb,
-  0xbef9a3f7,
-  0xc67178f2
-];
-
-function rotr(x: number, n: number): number {
-  return (x >>> n) | (x << (32 - n));
-}
-
-/** SHA-256 of a string (UTF-8 encoded), as lowercase hex. */
-export function sha256Hex(text: string): string {
-  const bytes: number[] = [];
-  for (const ch of unescape(encodeURIComponent(text))) {
-    bytes.push(ch.charCodeAt(0));
-  }
-  const bitLength = bytes.length * 8;
-
-  bytes.push(0x80);
-  while (bytes.length % 64 !== 56) {
-    bytes.push(0);
-  }
-  // 64-bit big-endian message length; inputs here are tiny so the high word is always 0.
-  const high = Math.floor(bitLength / 0x100000000);
-  const low = bitLength >>> 0;
-  for (const word of [
-    high,
-    low
-  ]) {
-    bytes.push((word >>> 24) & 0xff, (word >>> 16) & 0xff, (word >>> 8) & 0xff, word & 0xff);
-  }
-
-  const h = [
-    0x6a09e667,
-    0xbb67ae85,
-    0x3c6ef372,
-    0xa54ff53a,
-    0x510e527f,
-    0x9b05688c,
-    0x1f83d9ab,
-    0x5be0cd19
-  ];
-  const w = new Array<number>(64);
-
-  for (let offset = 0; offset < bytes.length; offset += 64) {
-    for (let i = 0; i < 16; i++) {
-      const j = offset + i * 4;
-      w[i] = (bytes[j] << 24) | (bytes[j + 1] << 16) | (bytes[j + 2] << 8) | bytes[j + 3];
-    }
-    for (let i = 16; i < 64; i++) {
-      const s0 = rotr(w[i - 15], 7) ^ rotr(w[i - 15], 18) ^ (w[i - 15] >>> 3);
-      const s1 = rotr(w[i - 2], 17) ^ rotr(w[i - 2], 19) ^ (w[i - 2] >>> 10);
-      w[i] = (w[i - 16] + s0 + w[i - 7] + s1) | 0;
-    }
-
-    let [
-      a,
-      b,
-      c,
-      d,
-      e,
-      f,
-      g,
-      hh
-    ] = h;
-    for (let i = 0; i < 64; i++) {
-      const S1 = rotr(e, 6) ^ rotr(e, 11) ^ rotr(e, 25);
-      const ch = (e & f) ^ (~e & g);
-      const t1 = (hh + S1 + ch + K[i] + w[i]) | 0;
-      const S0 = rotr(a, 2) ^ rotr(a, 13) ^ rotr(a, 22);
-      const maj = (a & b) ^ (a & c) ^ (b & c);
-      const t2 = (S0 + maj) | 0;
-      hh = g;
-      g = f;
-      f = e;
-      e = (d + t1) | 0;
-      d = c;
-      c = b;
-      b = a;
-      a = (t1 + t2) | 0;
-    }
-    h[0] = (h[0] + a) | 0;
-    h[1] = (h[1] + b) | 0;
-    h[2] = (h[2] + c) | 0;
-    h[3] = (h[3] + d) | 0;
-    h[4] = (h[4] + e) | 0;
-    h[5] = (h[5] + f) | 0;
-    h[6] = (h[6] + g) | 0;
-    h[7] = (h[7] + hh) | 0;
-  }
-
-  return h.map((x) => (x >>> 0).toString(16).padStart(8, '0')).join('');
-}
-
-/**
- * The fingerprint for a 12-digit Aadhaar, or null when the value is not one (too short, masked, a placeholder).
- * Spaces and hyphens people type between the groups are ignored.
- */
-export function aadhaarHash(aadhaar: string | null | undefined): string | null {
-  const digits = (aadhaar ?? '').replace(/[\s-]/g, '');
-  return /^\d{12}$/.test(digits) ? sha256Hex(digits) : null;
-}

src/app/clients/utils/name-case.util.spec.ts

@@ -6,7 +6,7 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import { toPersonNameCase, toProperNameCase } from './name-case.util';
+import { toProperNameCase } from './name-case.util';
 
 describe('toProperNameCase', () => {
   it('raises a lower-case first letter on every word', () => {
@@ -53,20 +53,3 @@ describe('toProperNameCase', () => {
     expect(toProperNameCase(undefined)).toBe('');
   });
 });
-
-describe('toPersonNameCase', () => {
-  it('title-cases every word, lowering mixed or upper case', () => {
-    expect(toPersonNameCase('keshav SIngh sisodiya')).toBe('Keshav Singh Sisodiya');
-    expect(toPersonNameCase('KESHAV')).toBe('Keshav');
-  });
-
-  it('keeps hyphen and apostrophe name prefixes', () => {
-    expect(toPersonNameCase('JEAN-marie')).toBe('Jean-Marie');
-    expect(toPersonNameCase("D'SOUZA")).toBe("D'Souza");
-  });
-
-  it('returns an empty string for blank or non-string input', () => {
-    expect(toPersonNameCase('  ')).toBe('');
-    expect(toPersonNameCase(null)).toBe('');
-  });
-});

src/app/clients/utils/name-case.util.ts

@@ -62,17 +62,3 @@ export function toProperNameCase(value: string | null | undefined): string {
   }
   return collapsed.split(' ').map(capitalizeWord).join(' ');
 }
-
-/**
- * Title case for an individual's first, middle and last name: each word's first letter raised,
- * the rest lowered, so 'SIngh' and 'singh' both become 'Singh'. This is what the Full Name line on
- * the general step has always shown; using it for the stored value too keeps the preview and the
- * saved client the same as that line. Entity names stay on {@link toProperNameCase} — their
- * spelling is matched against the registered PAN name.
- */
-export function toPersonNameCase(value: string | null | undefined): string {
-  if (typeof value !== 'string') {
-    return '';
-  }
-  return toProperNameCase(value.toLowerCase());
-}

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

@@ -35,7 +35,6 @@ export class CacheInterceptor implements HttpInterceptor {
     '/rbireservereturn',
     '/rbireserveconfig',
     '/tdsconfig',
-    '/profitappropriationconfig',
     '/tds/deposit-interest',
     // Declarations and challans are entered on the very screens that read them back.
     '/tds/declarations',
@@ -54,12 +53,7 @@ export class CacheInterceptor implements HttpInterceptor {
     // deposit may be closed at all - a stale copy would show a released lien as still blocking.
     '/liens',
     // The RD Dashboard counts late installments as of today; a cached copy would hide a payment just taken.
-    '/recurringdepositaccounts/dashboard',
+    '/recurringdepositaccounts/dashboard'
-    // Notes are also written by action screens (approve, close, deposit...), so a cached list would hide them.
-    '/notes',
-    // The ALM maturity breakdown counts deposits and loans as of the date asked and reads the bank's
-    // own bucket edges from the query; a cached copy would show another date's or another setting's figures.
-    '/almreturn'
   ];
 
   private isCacheable(url: string): boolean {

src/app/core/progress-bar/no-progress.token.ts

@@ -0,0 +1,16 @@
+/**
+ * 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 { HttpContextToken } from '@angular/common/http';
+
+/**
+ * Per-request opt-out of the top progress bar. Set via `{ context: new HttpContext().set(NO_PROGRESS_BAR, true) }`
+ * on background calls the user did not ask for (such as the Approvals badge listening for changes), which would
+ * otherwise keep the bar running or make it flash on a screen that has not changed.
+ */
+export const NO_PROGRESS_BAR = new HttpContextToken<boolean>(() => false);

src/app/core/progress-bar/progress.interceptor.ts

@@ -16,6 +16,7 @@ import { finalize } from 'rxjs/operators';
 
 /** Custom Services */
 import { ProgressBarService } from './progress-bar.service';
+import { NO_PROGRESS_BAR } from './no-progress.token';
 
 /**
  * Http Request interceptor to start/stop loading the progress bar.
@@ -29,6 +30,9 @@ export class ProgressInterceptor implements HttpInterceptor {
    * and stop when a response or error is received.
    */
   intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
+    if (request.context.get(NO_PROGRESS_BAR)) {
+      return next.handle(request);
+    }
     this.progressBarService.increase();
     return next.handle(request).pipe(
       finalize(() => {

src/app/core/shell/shell.component.html

@@ -407,15 +407,6 @@
           <fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
           <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
         </a>
-        <a
-          class="ni"
-          tabindex="0"
-          routerLink="/credit-bureau/dashboard"
-          routerLinkActive="active"
-          *mifosxHasPermission="'MENU_CREDIT_BUREAU'"
-        >
-          <fa-icon icon="id-card" class="ni-ico"></fa-icon>Credit Bureau
-        </a>
         <a class="ni" tabindex="0" [matMenuTriggerFor]="advancesMenu" *mifosxHasPermission="'MENU_ADVANCES'">
           <fa-icon icon="hand-holding-usd" class="ni-ico"></fa-icon>Advances
           <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -474,6 +465,11 @@
             *mifosxHasPermission="'MENU_TASKS'"
           >
             <fa-icon icon="check" class="ni-ico"></fa-icon>Approvals
+            @if (approvalTotal > 0) {
+              <span class="ni-badge" title="Requests waiting for approval">{{
+                approvalTotal > 99 ? '99+' : approvalTotal
+              }}</span>
+            }
           </a>
           <a class="ni" tabindex="0" [matMenuTriggerFor]="cashierMenu" *mifosxHasPermission="'MENU_CASHIER'">
             <fa-icon icon="money-bill" class="ni-ico"></fa-icon>Cashier
@@ -517,16 +513,6 @@
             ><span class="ni-short">Loans</span>
             <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
           </a>
-          <a
-            class="ni"
-            tabindex="0"
-            routerLink="/credit-bureau/dashboard"
-            routerLinkActive="active"
-            *mifosxHasPermission="'MENU_CREDIT_BUREAU'"
-          >
-            <fa-icon icon="id-card" class="ni-ico"></fa-icon><span class="ni-full">Credit Bureau</span
-            ><span class="ni-short">CIC</span>
-          </a>
           <a
             class="ni"
             tabindex="0"
@@ -1246,9 +1232,6 @@
           <button mat-menu-item tabindex="0" [routerLink]="['/accounts/current']">
             <fa-icon icon="building" class="menu-item-icon"></fa-icon> Current
           </button>
-          <button mat-menu-item tabindex="0" [routerLink]="['/accounts/cc']">
-            <fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> CC
-          </button>
           <button mat-menu-item tabindex="0" [routerLink]="['/accounts/fixed-deposits']">
             <fa-icon icon="lock" class="menu-item-icon"></fa-icon> Fixed Deposit
           </button>
@@ -2058,11 +2041,11 @@
             </a>
             <a
               class="gl-link"
-              [class.hidden]="!matchesRbiSearch('ALM Average Liabilities and Assets Time Bucket Breakdown')"
+              [class.hidden]="!matchesRbiSearch('ALM')"
-              (click)="rbiMenuOpen = false; openAlmBucketBreakdownDialog()"
+              (click)="rbiMenuOpen = false; openAlmReportDialog()"
             >
-              <fa-icon icon="balance-scale" class="gl-icon" style="color: #4f46e5"></fa-icon> ALM (Average Liabilities
+              <fa-icon icon="balance-scale" class="gl-icon" style="color: #4f46e5"></fa-icon> ALM (Asset Liability
-              and Assets) – Time Bucket Breakdown
+              Management)
             </a>
             <a class="gl-link" [class.hidden]="!matchesRbiSearch('Balance Sheet')" (click)="rbiMenuOpen = false">
               <fa-icon icon="file-alt" class="gl-icon"></fa-icon> Balance Sheet (BR Act & Others)

src/app/core/shell/shell.component.scss

@@ -1082,3 +1082,18 @@ $gray-700: #334155;
     width: $bar;
   }
 }
+
+// How many requests are waiting under Approvals.
+.ni-badge {
+  min-width: 16px;
+  height: 16px;
+  margin-left: 4px;
+  padding: 0 5px;
+  border-radius: 999px;
+  background: #f59e0b;
+  color: #fff;
+  font-size: 10px;
+  font-weight: 700;
+  line-height: 16px;
+  text-align: center;
+}

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

@@ -17,6 +17,7 @@ import { TenantMenuAccessService } from '../../directives/has-permission/tenant-
 
 /** rxjs Imports */
 import { Observable, Subscription } from 'rxjs';
+import { ApprovalCountsService } from '../../tasks/approval-counts.service';
 import { map, filter } from 'rxjs/operators';
 
 /** Custom Services */
@@ -68,6 +69,11 @@ export class ShellComponent implements OnInit, OnDestroy {
   private authService = inject(AuthenticationService);
   private clerkUiStateService = inject(ClerkUiStateService);
   private tenantMenuAccessService = inject(TenantMenuAccessService);
+  private approvalCounts = inject(ApprovalCountsService);
+
+  /** Requests waiting across every Approval Center tab this user can see, shown on the Approvals menu. */
+  approvalTotal = 0;
+  private approvalTotalSub?: Subscription;
 
   /** Subscription to breakpoint observer for handset. */
   isHandset$: Observable<boolean> = this.breakpointObserver
@@ -144,6 +150,13 @@ export class ShellComponent implements OnInit, OnDestroy {
    * Subscribes to progress bar to update its mode.
    */
   ngOnInit() {
+    // The Approvals badge: counts refresh every minute while the app is open, and again whenever the Approval Center opens.
+    this.approvalTotalSub = this.approvalCounts.total$.subscribe((total) => {
+      this.approvalTotal = total;
+      this.cdr.markForCheck();
+    });
+    this.approvalCounts.start();
+
     this.progressBar$ = this.progressBarService.updateProgressBar.subscribe((mode: string) => {
       this.progressBarMode = mode;
       this.cdr.detectChanges();
@@ -364,29 +377,12 @@ export class ShellComponent implements OnInit, OnDestroy {
     });
   }
 
-  /**
-   * Opens the ALM Time-Bucket Breakdown: which balance-sheet item goes to which bucket of the
-   * Structural Liquidity Statement. Rules are editable and kept per browser.
-   */
-  async openAlmBucketBreakdownDialog(): Promise<void> {
-    const { AlmBucketBreakdownDialogComponent } =
-      await import('../../home/dashboard/alm-bucket-breakdown-dialog/alm-bucket-breakdown-dialog.component');
-    this.dialog.open(AlmBucketBreakdownDialogComponent, {
-      width: '94vw',
-      maxWidth: '1320px',
-      maxHeight: '92vh',
-      panelClass: 'crr-slr-dialog-panel',
-      autoFocus: false,
-      disableClose: false,
-      hasBackdrop: true,
-      backdropClass: 'alm-dlg-backdrop'
-    });
-  }
-
   /**
    * Unsubscribes from progress bar.
    */
   ngOnDestroy() {
+    this.approvalTotalSub?.unsubscribe();
+    this.approvalCounts.stop();
     if (this.progressBar$) {
       this.progressBar$.unsubscribe();
     }

src/app/core/shell/toolbar/toolbar.component.html

@@ -154,7 +154,7 @@
         <fa-icon icon="hand-holding-usd" class="ai-col-h-ic"></fa-icon>
         <span>Lending &amp; Risk</span>
       </div>
-      <button mat-menu-item class="ai-card" routerLink="/ai/loan-eligibility" tabindex="0">
+      <button mat-menu-item class="ai-card" tabindex="0">
         <span class="ai-card-ic"><fa-icon icon="hand-holding-usd"></fa-icon></span>
         <span class="ai-card-body">
           <span class="ai-card-t">Loan Eligibility</span>
@@ -239,27 +239,6 @@
         </span>
       </button>
     </div>
-
-    <div class="ai-col ai-col--blue">
-      <div class="ai-col-h">
-        <fa-icon icon="sitemap" class="ai-col-h-ic"></fa-icon>
-        <span>API Management</span>
-      </div>
-      <button mat-menu-item class="ai-card" routerLink="/api-management/vendors" tabindex="0">
-        <span class="ai-card-ic"><fa-icon icon="cogs"></fa-icon></span>
-        <span class="ai-card-body">
-          <span class="ai-card-t">API Vendors &amp; Setup</span>
-          <span class="ai-card-d">Vendor, work and API set — IN / OUT (CIC bureaus, SMS, WhatsApp …)</span>
-        </span>
-      </button>
-      <button mat-menu-item class="ai-card" routerLink="/api-management/logs" tabindex="0">
-        <span class="ai-card-ic"><fa-icon icon="history"></fa-icon></span>
-        <span class="ai-card-body">
-          <span class="ai-card-t">API Call Logs</span>
-          <span class="ai-card-d">Every IN and OUT call with request and response</span>
-        </span>
-      </button>
-    </div>
   </div>
 
   <div class="ai-menu-footer">

src/app/core/shell/toolbar/toolbar.component.scss

@@ -373,7 +373,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
 // ===== AI Mega Menu Panel =====
 ::ng-deep .ai-menu {
   &.mat-mdc-menu-panel {
-    min-width: 1080px !important;
+    min-width: 880px !important;
     max-width: 96vw !important;
     max-height: 80vh;
     border-radius: 14px !important;
@@ -520,7 +520,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
 // ===== Mega Layout — 4 colour-coded columns =====
 .ai-menu-cols {
   display: grid;
-  grid-template-columns: repeat(5, 1fr);
+  grid-template-columns: repeat(4, 1fr);
   gap: 0;
   padding: 14px 14px 6px;
   background: #f8fafc;
@@ -567,12 +567,6 @@ $icon-hover-border: rgb(255 255 255 / 28%);
   --c-hover: #be185d;
 }
 
-.ai-col--blue {
-  --c-color: #0369a1;
-  --c-bg: #e0f2fe;
-  --c-hover: #0369a1;
-}
-
 .ai-col-h {
   display: flex;
   align-items: center;
@@ -708,7 +702,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
 }
 
 // Responsive collapse
-@media (width <= 1300px) {
+@media (width <= 1100px) {
   ::ng-deep .ai-menu.mat-mdc-menu-panel {
     min-width: 680px !important;
   }

src/app/credit-bureau/cic-alert-detail/cic-alert-detail.component.html

@@ -1,252 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="cic-modal-backdrop" (click)="closed.emit()">
-  <div class="cic-modal" style="width: min(980px, 100%)" (click)="$event.stopPropagation()">
-    @if (loading && !alert) {
-      <div class="cic-empty">Loading…</div>
-    }
-    @if (alert) {
-      @if (history.length) {
-        <div class="cic-alert info" style="margin-bottom: 12px">
-          You are viewing another enquiry of this customer.
-          <button class="cic-btn sm" style="margin-left: 8px" (click)="back()">← Back to previous enquiry</button>
-        </div>
-      }
-      <div style="display: flex; justify-content: space-between; gap: 12px; align-items: flex-start">
-        <div>
-          <h3 style="margin-bottom: 4px">
-            {{ alert.clientName || alert.customerName || 'Unknown customer' }} applied for
-            {{ alert.loanType || 'a loan' }} elsewhere
-          </h3>
-          <div class="muted" style="font-size: 12px">
-            {{ alert.bureauCode }} alert · {{ alert.alertKey }} · received {{ alert.receivedOn | slice: 0 : 16 }} via
-            {{ alert.receivedVia }}
-          </div>
-        </div>
-        <div class="cic-actions">
-          <span class="cic-badge" [class]="'cic-badge ' + statusTone(alert.status)">{{ alert.status }}</span>
-          <button class="cic-btn sm" (click)="closed.emit()">Close</button>
-        </div>
-      </div>
-
-      @if (error) {
-        <div class="cic-alert error" style="margin-top: 12px">{{ error }}</div>
-      }
-      @if (info) {
-        <div class="cic-alert success" style="margin-top: 12px">{{ info }}</div>
-      }
-
-      <div class="cic-grid cols-3" style="margin-top: 14px">
-        <div class="cic-stat">
-          <div class="k">Loan applied for</div>
-          <div class="v" style="font-size: 17px">{{ alert.loanType || '—' }}</div>
-        </div>
-        <div class="cic-stat">
-          <div class="k">Amount</div>
-          <div class="v" style="font-size: 20px">
-            {{ alert.amount !== null && alert.amount !== undefined ? '₹' + (alert.amount | number: '1.0-0') : '—' }}
-          </div>
-        </div>
-        <div class="cic-stat">
-          <div class="k">Enquiry date</div>
-          <div class="v" style="font-size: 17px">{{ alert.enquiryDate | date: 'dd MMM yyyy' }}</div>
-        </div>
-      </div>
-
-      <div class="cic-split" style="margin-top: 14px">
-        <div class="cic-card" style="margin-bottom: 0">
-          <h2>
-            Enquiry elsewhere
-            <span class="cic-card-sub">the CIC does not name the lender</span>
-          </h2>
-          <dl class="cic-kv" style="grid-template-columns: 140px minmax(0, 1fr)">
-            <dt>Loan type</dt>
-            <dd>{{ alert.loanType || '—' }}</dd>
-            <dt>Amount</dt>
-            <dd>
-              {{ alert.amount !== null && alert.amount !== undefined ? '₹' + (alert.amount | number: '1.0-2') : '—' }}
-            </dd>
-            <dt>Purpose</dt>
-            <dd>{{ alert.purpose || '—' }}</dd>
-            <dt>Place</dt>
-            <dd>{{ alert.location || '—' }}</dd>
-            <dt>Enquiry date</dt>
-            <dd>{{ alert.enquiryDate | date: 'dd MMM yyyy' }}</dd>
-          </dl>
-        </div>
-        <div class="cic-card" style="margin-bottom: 0">
-          <h2>
-            Our customer
-            @if (!alert.clientId) {
-              <button
-                class="cic-btn sm primary"
-                (click)="linkCustomer()"
-                [disabled]="saving"
-                *mifosxHasPermission="'UPDATE_CICALERT'"
-              >
-                Link to customer
-              </button>
-            }
-          </h2>
-          <dl class="cic-kv" style="grid-template-columns: 140px minmax(0, 1fr)">
-            <dt>Customer</dt>
-            <dd>
-              @if (alert.clientId) {
-                <a [routerLink]="['/clients', alert.clientId, 'general']" (click)="closed.emit()">{{
-                  alert.clientName
-                }}</a>
-                <span class="muted"> · {{ alert.clientAccountNo }}</span>
-              } @else {
-                <span class="tone-bad">Not matched to any customer</span>
-              }
-            </dd>
-            <dt>Branch</dt>
-            <dd>{{ alert.officeName || '—' }}</dd>
-            <dt>Matched by</dt>
-            <dd>{{ matchLabels[alert.matchType] || alert.matchType }}</dd>
-            <dt>Name at bureau</dt>
-            <dd>{{ alert.customerName || '—' }}</dd>
-            <dt>PAN / Aadhaar</dt>
-            <dd class="cic-mono">{{ alert.panMasked || '—' }} / {{ alert.aadhaarMasked || '—' }}</dd>
-            @if (alert.customerRef) {
-              <dt>Reference</dt>
-              <dd class="cic-mono">{{ alert.customerRef }}</dd>
-            }
-          </dl>
-        </div>
-      </div>
-
-      @if (alert.clientId) {
-        <div class="cic-card" style="margin-top: 14px; margin-bottom: 0">
-          <h2>
-            Customer's loans with us
-            <span class="cic-card-sub">outstanding ₹{{ exposure | number: '1.0-0' }}</span>
-          </h2>
-          @if (alert.clientLoans?.length) {
-            <div class="cic-table-wrap">
-              <table class="cic-table">
-                <thead>
-                  <tr>
-                    <th>Account</th>
-                    <th>Product</th>
-                    <th>Status</th>
-                    <th class="num">Principal</th>
-                    <th class="num">Outstanding</th>
-                    <th>Disbursed</th>
-                  </tr>
-                </thead>
-                <tbody>
-                  @for (l of alert.clientLoans; track l.id) {
-                    <tr>
-                      <td class="cic-mono">{{ l.accountNo }}</td>
-                      <td>{{ l.productName }}</td>
-                      <td>{{ l.status }}</td>
-                      <td class="num">{{ l.principal | number: '1.0-0' }}</td>
-                      <td class="num">{{ l.outstanding | number: '1.0-0' }}</td>
-                      <td>{{ l.disbursedOn | date: 'dd MMM yyyy' }}</td>
-                    </tr>
-                  }
-                </tbody>
-              </table>
-            </div>
-          } @else {
-            <div class="muted" style="font-size: 13px">
-              No loan with us. A customer with deposits only who is borrowing elsewhere may be a cross-sell opportunity.
-            </div>
-          }
-        </div>
-      }
-
-      @if (alert.otherAlertsOfCustomer?.length) {
-        <div class="cic-card" style="margin-top: 14px; margin-bottom: 0">
-          <h2>
-            All enquiries on this customer
-            <span class="cic-card-sub">{{ customerEnquiries.length }} in total</span>
-          </h2>
-          <div class="cic-table-wrap">
-            <table class="cic-table">
-              <thead>
-                <tr>
-                  <th>Date</th>
-                  <th>Loan type</th>
-                  <th class="num">Amount</th>
-                  <th>Status</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (o of customerEnquiries; track o.id) {
-                  <tr
-                    class="clickable"
-                    [style.background]="o.id === alert.id ? '#eef4ff' : null"
-                    (click)="o.id !== alert.id && openOther(o.id)"
-                  >
-                    <td>{{ o.enquiryDate | date: 'dd MMM yyyy' }}</td>
-                    <td>
-                      {{ o.loanType }}
-                      @if (o.id === alert.id) {
-                        <b>(shown above)</b>
-                      }
-                    </td>
-                    <td class="num">{{ o.amount | number: '1.0-0' }}</td>
-                    <td>
-                      <span class="cic-badge" [class]="'cic-badge ' + statusTone(o.status)">{{ o.status }}</span>
-                    </td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        </div>
-      }
-
-      @if (alert.remarks || alert.actionedByName) {
-        <div class="cic-alert info" style="margin-top: 14px">
-          <b>{{ alert.status }}</b> by {{ alert.actionedByName }} on {{ alert.actionedOn | slice: 0 : 16 }}
-          @if (alert.remarks) {
-            — {{ alert.remarks }}
-          }
-        </div>
-      }
-
-      <ng-container *mifosxHasPermission="'UPDATE_CICALERT'">
-        @if (action) {
-          <div class="cic-field" style="margin-top: 14px">
-            <label>{{ action === 'ACTIONED' ? 'What was done' : 'Reason for dismissing' }}</label>
-            <textarea rows="3" [(ngModel)]="remarks" maxlength="1000"></textarea>
-          </div>
-        }
-        <div class="foot">
-          @if (action) {
-            <button class="cic-btn" (click)="action = null">Cancel</button>
-            <button class="cic-btn primary" (click)="confirmAction()" [disabled]="saving">
-              {{ action === 'ACTIONED' ? 'Save as actioned' : 'Dismiss alert' }}
-            </button>
-          } @else {
-            @if (alert.status === 'ACTIONED' || alert.status === 'DISMISSED') {
-              <button class="cic-btn" (click)="setStatus('SEEN', null)" [disabled]="saving">Reopen</button>
-            }
-            @if (alert.status !== 'DISMISSED') {
-              <button class="cic-btn danger" (click)="action = 'DISMISSED'">Dismiss</button>
-            }
-            @if (alert.status !== 'ACTIONED') {
-              <button class="cic-btn primary" (click)="action = 'ACTIONED'">Mark actioned</button>
-            }
-          }
-        </div>
-      </ng-container>
-
-      <div style="margin-top: 12px">
-        <button class="cic-btn sm" (click)="showRaw = !showRaw">{{ showRaw ? 'Hide' : 'Show' }} bureau data</button>
-        @if (showRaw) {
-          <pre class="cic-code" style="margin-top: 8px">{{ rawText() }}</pre>
-        }
-      </div>
-    }
-  </div>
-</div>

src/app/credit-bureau/cic-alert-detail/cic-alert-detail.component.ts

@@ -1,181 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, EventEmitter, Input, OnChanges, Output, inject } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-import { MatDialog, MatDialogModule } from '@angular/material/dialog';
-import { RouterModule } from '@angular/router';
-
-import { HasPermissionDirective } from 'app/directives/has-permission/has-permission.directive';
-import {
-  CustomerSearchDialogComponent,
-  CustomerSearchResult
-} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
-import { CIC_MATCH_LABELS, CicAlert, CicService, cicError, cicStatusTone } from '../cic.service';
-
-/**
- * One enquiry alert: which of our customers applied elsewhere (the CIC does not name the lender), for what loan and
- * how much; the customer's
- * loans with us and earlier alerts; and the follow-up (seen / actioned / dismissed, or linking an unmatched alert).
- */
-@Component({
-  selector: 'mifosx-cic-alert-detail',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    RouterModule,
-    MatDialogModule,
-    HasPermissionDirective
-  ],
-  templateUrl: './cic-alert-detail.component.html',
-  styleUrls: ['../cic-shared.scss']
-})
-export class CicAlertDetailComponent implements OnChanges {
-  private cic = inject(CicService);
-  private dialog = inject(MatDialog);
-
-  @Input() alertId: number | null = null;
-  @Output() closed = new EventEmitter<void>();
-  @Output() changed = new EventEmitter<CicAlert>();
-
-  alert: CicAlert | null = null;
-  loading = false;
-  saving = false;
-  error: string | null = null;
-  info: string | null = null;
-  showRaw = false;
-
-  /** Alerts visited before the current one, so the user can go back after opening another enquiry of the customer. */
-  history: number[] = [];
-  private autoSeen = true;
-
-  action: 'ACTIONED' | 'DISMISSED' | null = null;
-  remarks = '';
-
-  readonly matchLabels = CIC_MATCH_LABELS;
-  readonly statusTone = cicStatusTone;
-
-  ngOnChanges(): void {
-    this.history = [];
-    this.autoSeen = true;
-    if (this.alertId) this.load();
-  }
-
-  openOther(id: number): void {
-    if (this.alertId) this.history.push(this.alertId);
-    this.alertId = id;
-    // Only the alert opened from the dashboard counts as "seen"; browsing the customer's other enquiries changes nothing.
-    this.autoSeen = false;
-    this.load();
-  }
-
-  back(): void {
-    const id = this.history.pop();
-    if (!id) return;
-    this.alertId = id;
-    this.autoSeen = false;
-    this.load();
-  }
-
-  load(): void {
-    if (!this.alertId) return;
-    this.loading = true;
-    this.error = null;
-    this.info = null;
-    this.action = null;
-    this.remarks = '';
-    this.cic.alert(this.alertId).subscribe({
-      next: (a) => {
-        this.alert = a;
-        this.loading = false;
-        setTimeout(() => document.querySelector('.cic-modal')?.scrollTo({ top: 0 }));
-        // Opening a new alert is seeing it.
-        if (this.autoSeen && a.status === 'NEW' && a.clientId) this.setStatus('SEEN', null, true);
-      },
-      error: (e) => {
-        this.loading = false;
-        this.error = cicError(e, 'Could not load the alert.');
-      }
-    });
-  }
-
-  setStatus(status: string, remarks: string | null, quiet = false): void {
-    if (!this.alert) return;
-    this.saving = true;
-    this.error = null;
-    this.cic.updateStatus(this.alert.id, status, remarks).subscribe({
-      next: (a) => {
-        this.saving = false;
-        this.alert = a;
-        this.action = null;
-        this.remarks = '';
-        if (!quiet) this.info = `Alert marked ${status.toLowerCase()}.`;
-        this.changed.emit(a);
-      },
-      error: (e) => {
-        this.saving = false;
-        // A user without UPDATE_CICALERT can still read; the automatic "seen" is then simply skipped.
-        if (!quiet) this.error = cicError(e, 'Could not update the alert.');
-      }
-    });
-  }
-
-  confirmAction(): void {
-    if (!this.action) return;
-    if (!this.remarks.trim()) {
-      this.error =
-        this.action === 'ACTIONED'
-          ? 'Write what was done (customer contacted, retention offer made, limit reviewed ...).'
-          : 'Write why the alert is dismissed.';
-      return;
-    }
-    this.setStatus(this.action, this.remarks.trim());
-  }
-
-  linkCustomer(): void {
-    if (!this.alert) return;
-    this.dialog
-      .open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
-      .afterClosed()
-      .subscribe((r: CustomerSearchResult | undefined) => {
-        if (!r?.clientId || !this.alert) return;
-        this.saving = true;
-        this.cic.linkClient(this.alert.id, r.clientId).subscribe({
-          next: (a) => {
-            this.saving = false;
-            this.alert = a;
-            this.info = `Alert linked to ${a.clientName}.`;
-            this.changed.emit(a);
-          },
-          error: (e) => {
-            this.saving = false;
-            this.error = cicError(e, 'Could not link the customer.');
-          }
-        });
-      });
-  }
-
-  /** All of the customer's enquiries, this one included, in a fixed order so the list does not reshuffle when one is opened. */
-  get customerEnquiries(): CicAlert[] {
-    if (!this.alert) return [];
-    return [
-      this.alert,
-      ...(this.alert.otherAlertsOfCustomer ?? [])
-    ].sort((x, y) => (y.enquiryDate ?? '').localeCompare(x.enquiryDate ?? '') || y.id - x.id);
-  }
-
-  get exposure(): number {
-    return (this.alert?.clientLoans ?? []).reduce((s, l) => s + Number(l.outstanding ?? 0), 0);
-  }
-
-  rawText(): string {
-    return JSON.stringify(this.alert?.raw ?? {}, null, 2);
-  }
-}

src/app/credit-bureau/cic-dashboard/cic-dashboard.component.html

@@ -1,262 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="cic-page">
-  <div class="cic-head">
-    <div>
-      <h1>Credit Bureau — Customer Enquiry Alerts</h1>
-      <p>
-        Our customers who applied for a loan at another bank or NBFC, as reported by the CIC (CIBIL, Experian, Equifax,
-        CRIF): what loan and how much. The CIC does not tell which bank or lender it was.
-      </p>
-    </div>
-    <div class="cic-actions">
-      <select [(ngModel)]="days" (ngModelChange)="load()" class="cic-btn" style="padding-right: 8px">
-        <option [ngValue]="7">Last 7 days</option>
-        <option [ngValue]="30">Last 30 days</option>
-        <option [ngValue]="90">Last 90 days</option>
-        <option [ngValue]="180">Last 180 days</option>
-      </select>
-      <a class="cic-btn" routerLink="/credit-bureau/fetch-log">Fetch log</a>
-      @if (whitelisted.length) {
-        <button
-          class="cic-btn primary"
-          (click)="fetchNow('ALL')"
-          [disabled]="fetching !== null"
-          *mifosxHasPermission="'FETCH_CICALERT'"
-        >
-          {{ fetching === 'ALL' ? 'Fetching…' : 'Fetch alerts now' }}
-        </button>
-      }
-    </div>
-  </div>
-
-  @if (error) {
-    <div class="cic-alert error">{{ error }}</div>
-  }
-  @if (info) {
-    <div class="cic-alert success">{{ info }}</div>
-  }
-  @if (data && !whitelisted.length) {
-    <div class="cic-alert warn">
-      No CIC is whitelisted yet, so no alerts are being received. Switch a bureau on (CIBIL, Experian, Equifax or CRIF)
-      under AI / Intelligence Modules → API Management → API Vendors &amp; Setup.
-    </div>
-  }
-  @if (loading && !data) {
-    <div class="cic-card cic-empty">Loading…</div>
-  }
-
-  @if (data) {
-    <div class="cic-grid cols-4" style="margin-bottom: 16px">
-      <div class="cic-stat">
-        <div class="k">New alerts</div>
-        <div class="v" [class.tone-bad]="data.newAlerts > 0">{{ data.newAlerts }}</div>
-        <div class="s">not yet looked at</div>
-      </div>
-      <div class="cic-stat">
-        <div class="k">Customers enquired elsewhere</div>
-        <div class="v">{{ data.customersInPeriod }}</div>
-        <div class="s">{{ data.alertsInPeriod }} enquiries · last {{ days }} days</div>
-      </div>
-      <div class="cic-stat">
-        <div class="k">Amount applied elsewhere</div>
-        <div class="v">₹{{ data.amountInPeriod | number: '1.0-0' }}</div>
-        <div class="s">in total · last {{ days }} days</div>
-      </div>
-      <div class="cic-stat">
-        <div class="k">Unmatched alerts</div>
-        <div class="v" [class.tone-warn]="data.unmatchedOpen > 0">{{ data.unmatchedOpen }}</div>
-        <div class="s">bureau sent, customer not found · {{ data.receivedToday }} received today</div>
-      </div>
-    </div>
-
-    <!-- Recent -->
-    <div class="cic-card">
-      <h2>Latest enquiries on our customers</h2>
-      @if (data.recent?.length) {
-        <div class="cic-table-wrap">
-          <table class="cic-table">
-            <thead>
-              <tr>
-                <th>Enquiry date</th>
-                <th>Our customer</th>
-                <th>Branch</th>
-                <th>Loan type</th>
-                <th class="num">Amount (₹)</th>
-                <th>Purpose</th>
-                <th>Bureau</th>
-                <th>Status</th>
-              </tr>
-            </thead>
-            <tbody>
-              @for (a of data.recent; track a.id) {
-                <tr class="clickable" (click)="openAlertId = a.id">
-                  <td>{{ a.enquiryDate | date: 'dd MMM yyyy' }}</td>
-                  <td>
-                    <b>{{ a.clientName }}</b>
-                    <div class="muted" style="font-size: 11px">{{ a.clientAccountNo }}</div>
-                  </td>
-                  <td>{{ a.officeName }}</td>
-                  <td>{{ a.loanType }}</td>
-                  <td class="num">{{ a.amount | number: '1.0-0' }}</td>
-                  <td>{{ a.purpose }}</td>
-                  <td>{{ a.bureauCode }}</td>
-                  <td>
-                    <span class="cic-badge" [class]="'cic-badge ' + statusTone(a.status)">{{ a.status }}</span>
-                  </td>
-                </tr>
-              }
-            </tbody>
-          </table>
-        </div>
-      } @else {
-        <div class="cic-empty">
-          No enquiry alerts yet. They appear here as soon as a CIC reports one of our customers.
-        </div>
-      }
-    </div>
-
-    <div class="cic-split">
-      <!-- Repeat customers -->
-      <div class="cic-card">
-        <h2>
-          Customers applying elsewhere repeatedly
-          <span class="cic-card-sub">2+ enquiries · last {{ days }} days</span>
-        </h2>
-        @if (data.repeatCustomers?.length) {
-          <div class="cic-table-wrap">
-            <table class="cic-table">
-              <thead>
-                <tr>
-                  <th>Customer</th>
-                  <th class="num">Enquiries</th>
-                  <th class="num">Total applied (₹)</th>
-                  <th>Last</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (c of data.repeatCustomers; track c.clientId) {
-                  <tr>
-                    <td>
-                      <b>{{ c.clientName }}</b>
-                      <div class="muted" style="font-size: 11px">{{ c.accountNo }}</div>
-                    </td>
-                    <td class="num tone-bad">
-                      <b>{{ c.alerts }}</b>
-                    </td>
-                    <td class="num">{{ c.amount | number: '1.0-0' }}</td>
-                    <td>{{ c.lastEnquiryDate | date: 'dd MMM' }}</td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        } @else {
-          <div class="cic-empty">No customer has more than one enquiry in this period.</div>
-        }
-      </div>
-
-      <!-- Trend -->
-      <div class="cic-card">
-        <h2>Enquiries per day <span class="cic-card-sub">last 14 days</span></h2>
-        <div class="cic-trend">
-          @for (p of data.trend14Days; track p.date) {
-            <div
-              class="col"
-              [title]="(p.date | date: 'dd MMM') + ': ' + p.count + ' enquiries, ₹' + (p.amount | number: '1.0-0')"
-            >
-              <span class="n">{{ p.count || '' }}</span>
-              <div class="bar" [style.height.%]="pct(p.count, data.trend14Days, 'count')"></div>
-              <span class="d">{{ p.date | date: 'dd' }}</span>
-            </div>
-          }
-        </div>
-      </div>
-    </div>
-
-    <div>
-      <div class="cic-card" style="margin-bottom: 0">
-        <h2>By loan type</h2>
-        @for (g of data.byLoanType; track g.label) {
-          <div style="margin-bottom: 10px">
-            <div style="display: flex; justify-content: space-between; font-size: 12px; margin-bottom: 4px">
-              <span>{{ g.label }}</span>
-              <span class="muted">{{ g.count }} · ₹{{ g.amount | number: '1.0-0' }}</span>
-            </div>
-            <div class="cic-bar"><div [style.width.%]="pct(g.count, data.byLoanType, 'count')"></div></div>
-          </div>
-        } @empty {
-          <div class="cic-empty">No data.</div>
-        }
-      </div>
-    </div>
-
-    <!-- Bureau fetch status -->
-    <div class="cic-card" style="margin-top: 16px">
-      <h2>
-        Alert feed from each CIC
-        <a class="cic-btn sm" routerLink="/credit-bureau/fetch-log">Fetch log</a>
-      </h2>
-      <div class="cic-grid cols-4">
-        @for (b of data.bureaus; track b.id) {
-          <div class="cic-stat">
-            <div style="display: flex; justify-content: space-between; align-items: center; gap: 6px">
-              <b>{{ b.code }}</b>
-              <span class="cic-badge" [class.good]="b.whitelisted">{{ b.whitelisted ? 'Whitelisted' : 'Off' }}</span>
-            </div>
-            <div class="s" style="margin-top: 6px">
-              {{ b.environment }} · {{ b.autoFetch ? 'auto every ' + b.intervalMin + ' min' : 'manual fetch only' }}
-            </div>
-            <div class="s">
-              Last fetch:
-              @if (b.lastFetchOn) {
-                <span class="cic-badge" [class]="'cic-badge ' + fetchTone(b.lastFetchStatus)">{{
-                  b.lastFetchStatus
-                }}</span>
-                {{ b.lastFetchOn | slice: 0 : 16 }}
-              } @else {
-                never
-              }
-            </div>
-            @if (b.lastFetchMessage) {
-              <div class="s" style="font-size: 11px">{{ b.lastFetchMessage }}</div>
-            }
-            <div class="s" style="font-size: 11px; margin-top: 4px">
-              @if (b.environment === 'SIMULATOR') {
-                Simulator: no call goes to {{ b.code }}; the alerts are made up by the CBS for testing.
-              } @else {
-                Calls {{ b.code }} {{ b.environment }} with the API set up under API Management.
-              }
-            </div>
-            @if (b.whitelisted) {
-              <button
-                class="cic-btn sm"
-                style="margin-top: 8px"
-                (click)="fetchNow(b.id)"
-                [disabled]="fetching !== null"
-                *mifosxHasPermission="'FETCH_CICALERT'"
-              >
-                {{ fetching === b.id ? 'Fetching…' : 'Fetch now' }}
-              </button>
-            }
-            <a class="cic-btn sm" style="margin-top: 8px; margin-left: 4px" [routerLink]="setupRoute(b.code)">Set up</a>
-          </div>
-        }
-      </div>
-    </div>
-  }
-</div>
-
-@if (openAlertId) {
-  <mifosx-cic-alert-detail
-    [alertId]="openAlertId"
-    (closed)="openAlertId = null"
-    (changed)="onChanged()"
-  ></mifosx-cic-alert-detail>
-}

src/app/credit-bureau/cic-dashboard/cic-dashboard.component.ts

@@ -1,130 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, OnInit, inject } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-import { RouterModule } from '@angular/router';
-
-import { ApiManagementService } from 'app/api-management/api-management.service';
-import { HasPermissionDirective } from 'app/directives/has-permission/has-permission.directive';
-import { CicAlertDetailComponent } from '../cic-alert-detail/cic-alert-detail.component';
-import { CicService, cicError, cicStatusTone } from '../cic.service';
-
-/**
- * Credit Bureau dashboard: our customers who applied for a loan at another bank / NBFC, as reported by the CICs -
- * who, what loan and how much (the CIC does not name the lender) - with the customers applying elsewhere repeatedly,
- * the loan types, the trend, and the fetch status of each bureau. Each bureau is set up under API Management → API
- * Vendors & Setup.
- */
-@Component({
-  selector: 'mifosx-cic-dashboard',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    RouterModule,
-    HasPermissionDirective,
-    CicAlertDetailComponent
-  ],
-  templateUrl: './cic-dashboard.component.html',
-  styleUrls: ['../cic-shared.scss']
-})
-export class CicDashboardComponent implements OnInit {
-  private cic = inject(CicService);
-  private apis = inject(ApiManagementService);
-
-  /** Each bureau is set up as a vendor under API Management (connection, whitelist, request / response mapping). */
-  setupRoute(code: string): any[] {
-    const v = this.apis.vendorByCode(code);
-    return v ? [
-          '/api-management/vendors',
-          v.id
-        ] : ['/api-management/vendors'];
-  }
-
-  days = 30;
-  loading = false;
-  error: string | null = null;
-  info: string | null = null;
-  data: any = null;
-  fetching: number | 'ALL' | null = null;
-  openAlertId: number | null = null;
-
-  readonly statusTone = cicStatusTone;
-
-  ngOnInit(): void {
-    this.load();
-  }
-
-  load(): void {
-    this.loading = true;
-    this.error = null;
-    this.cic.dashboard(this.days).subscribe({
-      next: (d) => {
-        this.data = d;
-        this.loading = false;
-      },
-      error: (e) => {
-        this.error = cicError(e, 'Could not load the credit bureau dashboard.');
-        this.loading = false;
-      }
-    });
-  }
-
-  get whitelisted(): any[] {
-    return (this.data?.bureaus ?? []).filter((b: any) => b.whitelisted);
-  }
-
-  /** Fetch now from one bureau, or from every whitelisted bureau in turn. */
-  fetchNow(bureauId: number | 'ALL'): void {
-    const ids = bureauId === 'ALL' ? this.whitelisted.map((b) => b.id as number) : [bureauId];
-    if (!ids.length) return;
-    this.fetching = bureauId;
-    this.error = null;
-    this.info = null;
-    const messages: string[] = [];
-    const next = (i: number) => {
-      if (i >= ids.length) {
-        this.fetching = null;
-        this.info = messages.join(' · ');
-        this.load();
-        return;
-      }
-      this.cic.fetch(ids[i]).subscribe({
-        next: (run) => {
-          messages.push(
-            `${run.bureauCode}: ${run.status === 'SUCCESS' ? run.newAlerts + ' new alert(s)' : 'failed - ' + run.message}`
-          );
-          next(i + 1);
-        },
-        error: (e) => {
-          messages.push(cicError(e, 'Fetch failed.'));
-          next(i + 1);
-        }
-      });
-    };
-    next(0);
-  }
-
-  max(list: any[] | undefined, key: string): number {
-    return Math.max(1, ...(list ?? []).map((x) => Number(x[key] ?? 0)));
-  }
-
-  pct(value: any, list: any[] | undefined, key: string): number {
-    return Math.round((Number(value ?? 0) / this.max(list, key)) * 100);
-  }
-
-  onChanged(): void {
-    this.load();
-  }
-
-  fetchTone(status?: string): string {
-    return status === 'SUCCESS' ? 'good' : status === 'FAILED' ? 'bad' : '';
-  }
-}

src/app/credit-bureau/cic-fetch-log/cic-fetch-log.component.html

@@ -1,126 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="cic-page">
-  <div class="cic-head">
-    <div>
-      <h1>Fetch Log</h1>
-      <p>Every time the CBS asked a CIC for enquiry alerts: when, how many came, how many were our customers.</p>
-    </div>
-    <div class="cic-actions">
-      <a class="cic-btn" routerLink="/credit-bureau/dashboard">← Dashboard</a>
-    </div>
-  </div>
-
-  @if (error) {
-    <div class="cic-alert error">{{ error }}</div>
-  }
-
-  <div class="cic-card">
-    <h2>
-      Fetches
-      <span class="cic-actions">
-        <select [(ngModel)]="bureauId" (ngModelChange)="filterChanged()" class="cic-btn sm">
-          <option value="">All bureaus</option>
-          @for (b of bureaus; track b.id) {
-            <option [value]="b.id">{{ b.code }}</option>
-          }
-        </select>
-        <button class="cic-btn sm" (click)="load()">Refresh</button>
-      </span>
-    </h2>
-    @if (loading && !runs.length) {
-      <div class="cic-empty">Loading…</div>
-    } @else if (!runs.length) {
-      <div class="cic-empty">No fetch has run yet.</div>
-    } @else {
-      <div class="cic-table-wrap">
-        <table class="cic-table">
-          <thead>
-            <tr>
-              <th>Run</th>
-              <th>Bureau</th>
-              <th>How</th>
-              <th>Window</th>
-              <th>Status</th>
-              <th class="num">Received</th>
-              <th class="num">New</th>
-              <th class="num">Matched</th>
-              <th class="num">Unmatched</th>
-              <th class="num">Already had</th>
-              <th class="num">Own bank</th>
-              <th>By</th>
-              <th>When</th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (r of runs; track r.id) {
-              <tr class="clickable" (click)="view(r)">
-                <td class="cic-mono">{{ r.runRef }}</td>
-                <td>{{ r.bureauCode }}</td>
-                <td>{{ r.trigger }}</td>
-                <td>{{ r.fromDate | date: 'dd MMM' }} – {{ r.toDate | date: 'dd MMM yy' }}</td>
-                <td>
-                  <span class="cic-badge" [class]="'cic-badge ' + tone(r.status)">{{ r.status }}</span>
-                </td>
-                <td class="num">{{ r.received }}</td>
-                <td class="num">
-                  <b>{{ r.newAlerts }}</b>
-                </td>
-                <td class="num">{{ r.matched }}</td>
-                <td class="num">{{ r.unmatched }}</td>
-                <td class="num">{{ r.duplicates }}</td>
-                <td class="num">{{ r.ownBank }}</td>
-                <td>{{ r.triggeredByName }}</td>
-                <td>{{ r.startedOn | slice: 0 : 16 }}</td>
-              </tr>
-            }
-          </tbody>
-        </table>
-      </div>
-      <div class="cic-pager">
-        <span>{{ offset + 1 }}–{{ offset + runs.length }} of {{ total }}</span>
-        <span class="cic-actions">
-          <button class="cic-btn sm" (click)="page(-1)" [disabled]="offset === 0">Previous</button>
-          <button class="cic-btn sm" (click)="page(1)" [disabled]="offset + limit >= total">Next</button>
-        </span>
-      </div>
-    }
-  </div>
-</div>
-
-@if (viewing) {
-  <div class="cic-modal-backdrop" (click)="viewing = null">
-    <div class="cic-modal" style="width: min(1000px, 100%)" (click)="$event.stopPropagation()">
-      <h3>{{ viewing.runRef }} · {{ viewing.bureauCode }} · {{ viewing.status }}</h3>
-      <div
-        class="cic-alert"
-        [class.success]="viewing.status === 'SUCCESS'"
-        [class.error]="viewing.status !== 'SUCCESS'"
-      >
-        {{ viewing.message }}
-        @if (viewing.httpStatus) {
-          (HTTP {{ viewing.httpStatus }}, {{ viewing.durationMs }} ms)
-        }
-      </div>
-      <div class="cic-split">
-        <div>
-          <h4 style="margin: 0 0 6px; font-size: 13px">Request</h4>
-          <pre class="cic-code">{{ pretty(viewing.request) || '—' }}</pre>
-        </div>
-        <div>
-          <h4 style="margin: 0 0 6px; font-size: 13px">Response</h4>
-          <pre class="cic-code">{{ pretty(viewing.response) || '—' }}</pre>
-        </div>
-      </div>
-      <div class="foot">
-        <button class="cic-btn" (click)="viewing = null">Close</button>
-      </div>
-    </div>
-  </div>
-}

src/app/credit-bureau/cic-fetch-log/cic-fetch-log.component.ts

@@ -1,91 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { CommonModule } from '@angular/common';
-import { Component, OnInit, inject } from '@angular/core';
-import { FormsModule } from '@angular/forms';
-import { RouterModule } from '@angular/router';
-
-import { CicBureau, CicFetchRun, CicService, cicError } from '../cic.service';
-
-/** Log of every alert fetch from the CICs: when, how many alerts, how many matched, and the request / response. */
-@Component({
-  selector: 'mifosx-cic-fetch-log',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    RouterModule
-  ],
-  templateUrl: './cic-fetch-log.component.html',
-  styleUrls: ['../cic-shared.scss']
-})
-export class CicFetchLogComponent implements OnInit {
-  private cic = inject(CicService);
-
-  bureaus: CicBureau[] = [];
-  runs: CicFetchRun[] = [];
-  total = 0;
-  offset = 0;
-  readonly limit = 20;
-  bureauId = '';
-  viewing: CicFetchRun | null = null;
-  loading = false;
-  error: string | null = null;
-
-  ngOnInit(): void {
-    this.cic.bureaus().subscribe({ next: (b) => (this.bureaus = b), error: () => (this.bureaus = []) });
-    this.load();
-  }
-
-  load(): void {
-    this.loading = true;
-    this.error = null;
-    this.cic.fetchRuns({ bureauId: this.bureauId, offset: this.offset, limit: this.limit }).subscribe({
-      next: (p) => {
-        this.runs = p.pageItems;
-        this.total = p.totalFilteredRecords;
-        this.loading = false;
-      },
-      error: (e) => {
-        this.error = cicError(e, 'Could not load the fetch log.');
-        this.loading = false;
-      }
-    });
-  }
-
-  filterChanged(): void {
-    this.offset = 0;
-    this.load();
-  }
-
-  page(delta: number): void {
-    this.offset = Math.max(0, this.offset + delta * this.limit);
-    this.load();
-  }
-
-  view(r: CicFetchRun): void {
-    this.cic.fetchRun(r.id).subscribe({
-      next: (full) => (this.viewing = full),
-      error: (e) => (this.error = cicError(e))
-    });
-  }
-
-  pretty(text?: string | null): string {
-    if (!text) return '';
-    try {
-      return JSON.stringify(JSON.parse(text), null, 2);
-    } catch {
-      return text;
-    }
-  }
-
-  tone(status: string): string {
-    return status === 'SUCCESS' ? 'good' : status === 'FAILED' ? 'bad' : 'warn';
-  }
-}

src/app/credit-bureau/cic-shared.scss

@@ -1,627 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-/* Shared look for the Credit Bureau (CIC) screens. */
-
-:host {
-  --cic-ink: #0f172a;
-  --cic-muted: #64748b;
-  --cic-line: #e2e8f0;
-  --cic-soft: #f8fafc;
-  --cic-brand: #1d4ed8;
-  --cic-brand-soft: #eff6ff;
-  --cic-good: #047857;
-  --cic-good-soft: #ecfdf5;
-  --cic-ok: #0369a1;
-  --cic-ok-soft: #f0f9ff;
-  --cic-warn: #b45309;
-  --cic-warn-soft: #fffbeb;
-  --cic-bad: #b91c1c;
-  --cic-bad-soft: #fef2f2;
-
-  display: block;
-  color: var(--cic-ink);
-}
-
-.cic-page {
-  padding: 20px 24px 40px;
-  max-width: 1440px;
-  margin: 0 auto;
-}
-
-.cic-head {
-  display: flex;
-  align-items: flex-start;
-  justify-content: space-between;
-  gap: 16px;
-  margin-bottom: 18px;
-  flex-wrap: wrap;
-
-  h1 {
-    margin: 0;
-    font-size: 22px;
-    font-weight: 700;
-    letter-spacing: -0.01em;
-  }
-
-  p {
-    margin: 4px 0 0;
-    color: var(--cic-muted);
-    font-size: 13px;
-  }
-}
-
-.cic-actions {
-  display: flex;
-  gap: 8px;
-  flex-wrap: wrap;
-  align-items: center;
-}
-
-.cic-card {
-  background: #fff;
-  border: 1px solid var(--cic-line);
-  border-radius: 12px;
-  padding: 18px 20px;
-  margin-bottom: 16px;
-  box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
-
-  > h2,
-  .cic-card-title {
-    margin: 0 0 14px;
-    font-size: 15px;
-    font-weight: 700;
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    gap: 10px;
-  }
-
-  .cic-card-sub {
-    color: var(--cic-muted);
-    font-size: 12px;
-    font-weight: 500;
-  }
-}
-
-.cic-grid {
-  display: grid;
-  gap: 14px;
-
-  &.cols-2 {
-    grid-template-columns: repeat(2, minmax(0, 1fr));
-  }
-
-  &.cols-3 {
-    grid-template-columns: repeat(3, minmax(0, 1fr));
-  }
-
-  &.cols-4 {
-    grid-template-columns: repeat(4, minmax(0, 1fr));
-  }
-
-  @media (width <= 960px) {
-    &.cols-3,
-    &.cols-4 {
-      grid-template-columns: repeat(2, minmax(0, 1fr));
-    }
-  }
-
-  @media (width <= 640px) {
-    &.cols-2,
-    &.cols-3,
-    &.cols-4 {
-      grid-template-columns: 1fr;
-    }
-  }
-}
-
-.cic-split {
-  display: grid;
-  grid-template-columns: minmax(0, 1.1fr) minmax(0, 0.9fr);
-  gap: 16px;
-
-  @media (width <= 1100px) {
-    grid-template-columns: 1fr;
-  }
-}
-
-.cic-stat {
-  background: #fff;
-  border: 1px solid var(--cic-line);
-  border-radius: 12px;
-  padding: 14px 16px;
-
-  .k {
-    font-size: 12px;
-    color: var(--cic-muted);
-    font-weight: 600;
-    text-transform: uppercase;
-    letter-spacing: 0.04em;
-  }
-
-  .v {
-    font-size: 24px;
-    font-weight: 700;
-    margin-top: 6px;
-    font-variant-numeric: tabular-nums;
-  }
-
-  .s {
-    font-size: 12px;
-    color: var(--cic-muted);
-    margin-top: 2px;
-  }
-}
-
-.cic-field {
-  display: flex;
-  flex-direction: column;
-  gap: 5px;
-  min-width: 0;
-
-  label {
-    font-size: 12px;
-    font-weight: 600;
-    color: #334155;
-  }
-
-  .hint {
-    font-size: 11px;
-    color: var(--cic-muted);
-  }
-
-  input,
-  select,
-  textarea {
-    width: 100%;
-    border: 1px solid #cbd5e1;
-    border-radius: 8px;
-    padding: 8px 10px;
-    font-size: 13px;
-    font-family: inherit;
-    background: #fff;
-    color: var(--cic-ink);
-    box-sizing: border-box;
-
-    &:focus {
-      outline: none;
-      border-color: var(--cic-brand);
-      box-shadow: 0 0 0 3px rgb(29 78 216 / 12%);
-    }
-
-    &:disabled {
-      background: var(--cic-soft);
-      color: var(--cic-muted);
-    }
-  }
-
-  textarea {
-    resize: vertical;
-    min-height: 90px;
-  }
-}
-
-.cic-mono,
-textarea.cic-mono {
-  font-family: 'JetBrains Mono', 'Fira Code', Consolas, monospace !important;
-  font-size: 12px !important;
-}
-
-.cic-btn {
-  display: inline-flex;
-  align-items: center;
-  gap: 6px;
-  border: 1px solid var(--cic-line);
-  background: #fff;
-  color: var(--cic-ink);
-  border-radius: 8px;
-  padding: 8px 14px;
-  font-size: 13px;
-  font-weight: 600;
-  cursor: pointer;
-  white-space: nowrap;
-
-  &:hover:not(:disabled) {
-    background: var(--cic-soft);
-  }
-
-  &:disabled {
-    opacity: 0.55;
-    cursor: not-allowed;
-  }
-
-  &.primary {
-    background: var(--cic-brand);
-    border-color: var(--cic-brand);
-    color: #fff;
-
-    &:hover:not(:disabled) {
-      background: #1e40af;
-    }
-  }
-
-  &.danger {
-    color: var(--cic-bad);
-    border-color: #fecaca;
-
-    &:hover:not(:disabled) {
-      background: var(--cic-bad-soft);
-    }
-  }
-
-  &.sm {
-    padding: 5px 10px;
-    font-size: 12px;
-  }
-}
-
-.cic-badge {
-  display: inline-flex;
-  align-items: center;
-  gap: 4px;
-  padding: 2px 9px;
-  border-radius: 999px;
-  font-size: 11px;
-  font-weight: 700;
-  letter-spacing: 0.02em;
-  background: var(--cic-soft);
-  color: var(--cic-muted);
-  border: 1px solid var(--cic-line);
-  white-space: nowrap;
-
-  &.good {
-    background: var(--cic-good-soft);
-    color: var(--cic-good);
-    border-color: #a7f3d0;
-  }
-
-  &.ok {
-    background: var(--cic-ok-soft);
-    color: var(--cic-ok);
-    border-color: #bae6fd;
-  }
-
-  &.warn {
-    background: var(--cic-warn-soft);
-    color: var(--cic-warn);
-    border-color: #fde68a;
-  }
-
-  &.bad {
-    background: var(--cic-bad-soft);
-    color: var(--cic-bad);
-    border-color: #fecaca;
-  }
-
-  &.brand {
-    background: var(--cic-brand-soft);
-    color: var(--cic-brand);
-    border-color: #bfdbfe;
-  }
-}
-
-.cic-alert {
-  border-radius: 10px;
-  padding: 10px 14px;
-  font-size: 13px;
-  margin-bottom: 14px;
-  border: 1px solid;
-
-  &.error {
-    background: var(--cic-bad-soft);
-    border-color: #fecaca;
-    color: var(--cic-bad);
-  }
-
-  &.success {
-    background: var(--cic-good-soft);
-    border-color: #a7f3d0;
-    color: var(--cic-good);
-  }
-
-  &.info {
-    background: var(--cic-brand-soft);
-    border-color: #bfdbfe;
-    color: #1e3a8a;
-  }
-
-  &.warn {
-    background: var(--cic-warn-soft);
-    border-color: #fde68a;
-    color: var(--cic-warn);
-  }
-
-  ul {
-    margin: 6px 0 0;
-    padding-left: 18px;
-  }
-}
-
-.cic-table-wrap {
-  overflow-x: auto;
-  border: 1px solid var(--cic-line);
-  border-radius: 10px;
-}
-
-.cic-table {
-  width: 100%;
-  border-collapse: collapse;
-  font-size: 13px;
-
-  th {
-    text-align: left;
-    font-size: 11px;
-    text-transform: uppercase;
-    letter-spacing: 0.05em;
-    color: var(--cic-muted);
-    font-weight: 700;
-    background: var(--cic-soft);
-    padding: 9px 12px;
-    border-bottom: 1px solid var(--cic-line);
-    white-space: nowrap;
-  }
-
-  td {
-    padding: 9px 12px;
-    border-bottom: 1px solid #f1f5f9;
-    vertical-align: middle;
-  }
-
-  tr:last-child td {
-    border-bottom: none;
-  }
-
-  tr.clickable {
-    cursor: pointer;
-
-    &:hover td {
-      background: #f8fafc;
-    }
-  }
-
-  .num {
-    text-align: right;
-    font-variant-numeric: tabular-nums;
-  }
-
-  td input,
-  td select {
-    width: 100%;
-    border: 1px solid #cbd5e1;
-    border-radius: 6px;
-    padding: 5px 7px;
-    font-size: 12px;
-    box-sizing: border-box;
-    background: #fff;
-  }
-}
-
-.cic-empty {
-  text-align: center;
-  color: var(--cic-muted);
-  padding: 28px 12px;
-  font-size: 13px;
-}
-
-.cic-pager {
-  display: flex;
-  justify-content: space-between;
-  align-items: center;
-  margin-top: 12px;
-  font-size: 12px;
-  color: var(--cic-muted);
-}
-
-.cic-switch {
-  position: relative;
-  display: inline-block;
-  width: 40px;
-  height: 22px;
-  flex: none;
-
-  input {
-    opacity: 0;
-    width: 0;
-    height: 0;
-  }
-
-  span {
-    position: absolute;
-    inset: 0;
-    background: #cbd5e1;
-    border-radius: 999px;
-    transition: background 0.15s;
-    cursor: pointer;
-
-    &::before {
-      content: '';
-      position: absolute;
-      width: 16px;
-      height: 16px;
-      left: 3px;
-      top: 3px;
-      background: #fff;
-      border-radius: 50%;
-      transition: transform 0.15s;
-      box-shadow: 0 1px 2px rgb(0 0 0 / 20%);
-    }
-  }
-
-  input:checked + span {
-    background: var(--cic-good);
-  }
-
-  input:checked + span::before {
-    transform: translateX(18px);
-  }
-
-  input:disabled + span {
-    opacity: 0.5;
-    cursor: not-allowed;
-  }
-}
-
-.cic-tabs {
-  display: flex;
-  gap: 4px;
-  border-bottom: 1px solid var(--cic-line);
-  margin-bottom: 14px;
-  flex-wrap: wrap;
-
-  button {
-    border: none;
-    background: none;
-    padding: 9px 14px;
-    font-size: 13px;
-    font-weight: 600;
-    color: var(--cic-muted);
-    cursor: pointer;
-    border-bottom: 2px solid transparent;
-    margin-bottom: -1px;
-
-    &.active {
-      color: var(--cic-brand);
-      border-bottom-color: var(--cic-brand);
-    }
-  }
-}
-
-.cic-kv {
-  display: grid;
-  grid-template-columns: 170px minmax(0, 1fr);
-  gap: 7px 12px;
-  font-size: 13px;
-
-  dt {
-    color: var(--cic-muted);
-  }
-
-  dd {
-    margin: 0;
-    font-weight: 600;
-    word-break: break-word;
-  }
-}
-
-.cic-code {
-  background: #0f172a;
-  color: #e2e8f0;
-  border-radius: 10px;
-  padding: 12px 14px;
-  font-family: 'JetBrains Mono', 'Fira Code', Consolas, monospace;
-  font-size: 12px;
-  white-space: pre-wrap;
-  word-break: break-all;
-  max-height: 420px;
-  overflow: auto;
-  margin: 0;
-}
-
-.cic-trend {
-  display: flex;
-  align-items: flex-end;
-  gap: 6px;
-  height: 180px;
-  padding-top: 6px;
-
-  .col {
-    flex: 1;
-    display: flex;
-    flex-direction: column;
-    align-items: center;
-    justify-content: flex-end;
-    height: 100%;
-    min-width: 0;
-  }
-
-  .bar {
-    width: 100%;
-    max-width: 28px;
-    min-height: 2px;
-    background: var(--cic-brand);
-    border-radius: 4px 4px 0 0;
-  }
-
-  .n {
-    font-size: 10px;
-    color: var(--cic-muted);
-    margin-bottom: 2px;
-  }
-
-  .d {
-    font-size: 10px;
-    color: var(--cic-muted);
-    margin-top: 4px;
-  }
-}
-
-.cic-modal-backdrop {
-  position: fixed;
-  inset: 0;
-  background: rgb(15 23 42 / 45%);
-  z-index: 1000;
-  display: grid;
-  place-items: center;
-  padding: 16px;
-}
-
-.cic-modal {
-  background: #fff;
-  border-radius: 14px;
-  width: min(640px, 100%);
-  max-height: 90vh;
-  overflow: auto;
-  padding: 20px 22px;
-  box-shadow: 0 20px 50px rgb(15 23 42 / 25%);
-
-  h3 {
-    margin: 0 0 12px;
-    font-size: 16px;
-  }
-
-  .foot {
-    display: flex;
-    justify-content: flex-end;
-    gap: 8px;
-    margin-top: 16px;
-  }
-}
-
-.cic-bar {
-  height: 8px;
-  border-radius: 999px;
-  background: #f1f5f9;
-  overflow: hidden;
-
-  > div {
-    height: 100%;
-    background: var(--cic-brand);
-    border-radius: 999px;
-  }
-}
-
-.muted {
-  color: var(--cic-muted);
-}
-
-.tone-good {
-  color: var(--cic-good);
-}
-
-.tone-ok {
-  color: var(--cic-ok);
-}
-
-.tone-warn {
-  color: var(--cic-warn);
-}
-
-.tone-bad {
-  color: var(--cic-bad);
-}

src/app/credit-bureau/cic.service.ts

@@ -1,276 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
-import { Injectable, inject } from '@angular/core';
-import { Observable } from 'rxjs';
-
-import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
-
-/** A credit bureau (CIC) as configured for the bank. Never carries the secret itself. */
-export interface CicBureau {
-  id: number;
-  code: string;
-  name: string;
-  description?: string;
-  whitelisted: boolean;
-  isDefault: boolean;
-  environment: 'SIMULATOR' | 'UAT' | 'PRODUCTION';
-  baseUrl?: string;
-  memberCode?: string;
-  authType: string;
-  username?: string;
-  apiKeyHeader?: string;
-  hasSecret: boolean;
-  tokenUrl?: string;
-  clientId?: string;
-  timeoutMs: number;
-  alertAutoFetch: boolean;
-  alertFetchIntervalMin: number;
-  alertLookbackDays: number;
-  lastFetchOn?: string;
-  lastFetchStatus?: string;
-  lastFetchMessage?: string;
-  lastTestStatus?: string;
-  lastTestMessage?: string;
-  lastTestedOn?: string;
-  updatedOn?: string;
-  activeEndpoints: number;
-  alertsLast30Days: number;
-  newAlerts: number;
-}
-
-export interface CicMapping {
-  id?: number;
-  sourceField: string | null;
-  targetField: string;
-  transform: string;
-  defaultValue: string | null;
-  mandatory: boolean;
-  sortOrder?: number;
-}
-
-export interface CicEndpoint {
-  bureauId: number;
-  endpointType: string;
-  exists: boolean;
-  id?: number;
-  httpMethod: string;
-  path?: string;
-  contentType: string;
-  headersJson: string;
-  baseBody: string;
-  isActive: boolean;
-  requestMappings: CicMapping[];
-  responseMappings: CicMapping[];
-}
-
-export interface CicCatalog {
-  environments: string[];
-  authTypes: string[];
-  endpointTypes: string[];
-  httpMethods: string[];
-  cbsFields: Record<string, string>;
-  resultFields: Record<string, string>;
-  rootFields: string[];
-  transforms: Record<string, string>;
-  alertStatuses: string[];
-  matchTypes: string[];
-}
-
-/** One enquiry made on our customer at another lender, as reported by the CIC. */
-export interface CicAlert {
-  id: number;
-  bureauId: number;
-  bureauCode: string;
-  alertKey: string;
-  clientId?: number;
-  clientName?: string;
-  clientAccountNo?: string;
-  officeId?: number;
-  officeName?: string;
-  matchType: 'PAN' | 'AADHAAR' | 'CUSTOMER_REF' | 'MANUAL' | 'NONE';
-  customerName?: string;
-  panMasked?: string;
-  aadhaarMasked?: string;
-  customerRef?: string;
-  enquiryDate?: string;
-  loanType?: string;
-  amount?: number;
-  purpose?: string;
-  location?: string;
-  status: 'NEW' | 'SEEN' | 'ACTIONED' | 'DISMISSED';
-  remarks?: string;
-  actionedByName?: string;
-  actionedOn?: string;
-  receivedVia?: string;
-  receivedOn?: string;
-  raw?: any;
-  fetchRunId?: number;
-  otherAlertsOfCustomer?: CicAlert[];
-  clientLoans?: {
-    id: number;
-    accountNo: string;
-    productName: string;
-    status: string;
-    principal: number;
-    outstanding: number;
-    disbursedOn?: string;
-  }[];
-}
-
-export interface CicFetchRun {
-  id: number;
-  runRef: string;
-  bureauId: number;
-  bureauCode: string;
-  trigger: 'MANUAL' | 'SCHEDULED';
-  environment?: string;
-  fromDate?: string;
-  toDate?: string;
-  status: 'RUNNING' | 'SUCCESS' | 'FAILED';
-  httpStatus?: number;
-  received: number;
-  newAlerts: number;
-  matched: number;
-  unmatched: number;
-  duplicates: number;
-  ownBank: number;
-  message?: string;
-  durationMs?: number;
-  triggeredByName?: string;
-  startedOn: string;
-  request?: string;
-  response?: string;
-}
-
-export interface CicPage<T> {
-  totalFilteredRecords: number;
-  pageItems: T[];
-}
-
-export const CIC_MATCH_LABELS: Record<string, string> = {
-  PAN: 'PAN',
-  AADHAAR: 'Aadhaar',
-  CUSTOMER_REF: 'Customer ref',
-  MANUAL: 'Linked manually',
-  NONE: 'Not matched'
-};
-
-export function cicStatusTone(status: string): string {
-  return status === 'NEW' ? 'bad' : status === 'SEEN' ? 'warn' : status === 'ACTIONED' ? 'good' : '';
-}
-
-/** The server's own message for a failed call. */
-export function cicError(err: any, fallback = 'Something went wrong. Please try again.'): string {
-  return (
-    err?.error?.errors?.[0]?.defaultUserMessage ??
-    err?.error?.defaultUserMessage ??
-    err?.error?.message ??
-    err?.message ??
-    fallback
-  );
-}
-
-@Injectable({ providedIn: 'root' })
-export class CicService {
-  private http = inject(HttpClient);
-  private base = '/cic';
-  /** Errors are shown inline on these screens, so the global alert is suppressed. */
-  private silent = { context: new HttpContext().set(SILENT_HTTP_ERROR, true) };
-
-  catalog(): Observable<CicCatalog> {
-    return this.http.get<CicCatalog>(`${this.base}/catalog`, this.silent);
-  }
-
-  bureaus(whitelistedOnly = false): Observable<CicBureau[]> {
-    return this.http.get<CicBureau[]>(`${this.base}/bureaus`, {
-      ...this.silent,
-      params: new HttpParams().set('whitelistedOnly', String(whitelistedOnly))
-    });
-  }
-
-  updateBureau(id: number, body: any): Observable<CicBureau> {
-    return this.http.put<CicBureau>(`${this.base}/bureaus/${id}`, body, this.silent);
-  }
-
-  setWhitelisted(id: number, whitelisted: boolean): Observable<CicBureau> {
-    return this.http.put<CicBureau>(`${this.base}/bureaus/${id}/whitelist`, { whitelisted }, this.silent);
-  }
-
-  testConnection(id: number): Observable<{ status: string; message: string }> {
-    return this.http.post<{ status: string; message: string }>(
-      `${this.base}/bureaus/${id}/test-connection`,
-      {},
-      this.silent
-    );
-  }
-
-  endpoint(bureauId: number, type: string): Observable<CicEndpoint> {
-    return this.http.get<CicEndpoint>(`${this.base}/bureaus/${bureauId}/endpoints/${type}`, this.silent);
-  }
-
-  saveEndpoint(bureauId: number, type: string, body: any): Observable<CicEndpoint> {
-    return this.http.put<CicEndpoint>(`${this.base}/bureaus/${bureauId}/endpoints/${type}`, body, this.silent);
-  }
-
-  preview(bureauId: number, body: { fromDate?: string; toDate?: string }): Observable<any> {
-    return this.http.post<any>(`${this.base}/bureaus/${bureauId}/preview`, body, this.silent);
-  }
-
-  parseTest(bureauId: number, content: string | null): Observable<any> {
-    return this.http.post<any>(`${this.base}/bureaus/${bureauId}/parse-test`, { content }, this.silent);
-  }
-
-  fetch(bureauId: number, body: { fromDate?: string; toDate?: string } = {}): Observable<CicFetchRun> {
-    return this.http.post<CicFetchRun>(`${this.base}/bureaus/${bureauId}/fetch`, body, this.silent);
-  }
-
-  fetchRuns(filter: Record<string, any>): Observable<CicPage<CicFetchRun>> {
-    return this.http.get<CicPage<CicFetchRun>>(`${this.base}/fetch-runs`, {
-      ...this.silent,
-      params: this.params(filter)
-    });
-  }
-
-  fetchRun(id: number): Observable<CicFetchRun> {
-    return this.http.get<CicFetchRun>(`${this.base}/fetch-runs/${id}`, this.silent);
-  }
-
-  dashboard(days = 30): Observable<any> {
-    return this.http.get<any>(`${this.base}/dashboard`, {
-      ...this.silent,
-      params: new HttpParams().set('days', String(days))
-    });
-  }
-
-  alert(id: number): Observable<CicAlert> {
-    return this.http.get<CicAlert>(`${this.base}/alerts/${id}`, this.silent);
-  }
-
-  updateStatus(id: number, status: string, remarks?: string | null): Observable<CicAlert> {
-    return this.http.put<CicAlert>(`${this.base}/alerts/${id}/status`, { status, remarks }, this.silent);
-  }
-
-  linkClient(id: number, clientId: number): Observable<CicAlert> {
-    return this.http.put<CicAlert>(`${this.base}/alerts/${id}/client`, { clientId }, this.silent);
-  }
-
-  private params(filter: Record<string, any>): HttpParams {
-    let params = new HttpParams();
-    Object.entries(filter).forEach(
-      ([
-        k,
-        v
-      ]) => {
-        if (v !== null && v !== undefined && v !== '') params = params.set(k, String(v));
-      }
-    );
-    return params;
-  }
-}

src/app/credit-bureau/credit-bureau-routing.module.ts

@@ -1,49 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { NgModule } from '@angular/core';
-import { Routes, RouterModule } from '@angular/router';
-
-import { Route } from '../core/route/route.service';
-import { CicDashboardComponent } from './cic-dashboard/cic-dashboard.component';
-import { CicFetchLogComponent } from './cic-fetch-log/cic-fetch-log.component';
-
-const routes: Routes = [
-  Route.withShell([
-    {
-      path: 'credit-bureau',
-      data: { title: 'Credit Bureau', breadcrumb: 'Credit Bureau' },
-      children: [
-        {
-          path: '',
-          redirectTo: 'dashboard',
-          pathMatch: 'full'
-        },
-        {
-          path: 'dashboard',
-          component: CicDashboardComponent,
-          data: { title: 'Credit Bureau Dashboard', breadcrumb: 'Dashboard' }
-        },
-        {
-          path: 'fetch-log',
-          component: CicFetchLogComponent,
-          data: { title: 'Fetch Log', breadcrumb: 'Fetch Log' }
-        },
-        // The bureaus are set up, whitelisted and mapped under API Management like every other vendor.
-        { path: 'bureaus', redirectTo: '/api-management/vendors', pathMatch: 'full' },
-        { path: 'api-mapping', redirectTo: '/api-management/vendors', pathMatch: 'full' }
-      ]
-    }
-  ])
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class CreditBureauRoutingModule {}

src/app/credit-bureau/credit-bureau.module.ts

@@ -1,36 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { NgModule } from '@angular/core';
-
-import { SharedModule } from '../shared/shared.module';
-import { CreditBureauRoutingModule } from './credit-bureau-routing.module';
-import { CicDashboardComponent } from './cic-dashboard/cic-dashboard.component';
-import { CicFetchLogComponent } from './cic-fetch-log/cic-fetch-log.component';
-import { CicAlertDetailComponent } from './cic-alert-detail/cic-alert-detail.component';
-import { CicService } from './cic.service';
-import { CicStaticService } from './cic-static.service';
-
-/**
- * CIC / credit bureau (CIBIL, Experian, Equifax, CRIF) - its own top-level menu: enquiry alerts on our customers from
- * other lenders and the fetch log. Each bureau's connection, whitelist and API mapping live under API Management.
- */
-@NgModule({
-  imports: [
-    SharedModule,
-    CreditBureauRoutingModule,
-    CicDashboardComponent,
-    CicFetchLogComponent,
-    CicAlertDetailComponent
-  ],
-  providers: [
-    // Static demo data, no backend call. Remove this line to use the real /v1/cic API again.
-    { provide: CicService, useClass: CicStaticService }
-  ]
-})
-export class CreditBureauModule {}

src/app/current-accounts/current-account-stepper/current-account-details-step/current-account-details-step.component.html

@@ -13,18 +13,6 @@
       <i class="fas fa-info-circle"></i>
       <h3>Account Details</h3>
     </div>
-    @if (isCcRequest) {
-      <p class="sad-cc-note">
-        @if (ccProductsMissing) {
-          <strong>No CC product yet.</strong> A Cash Credit account is opened on a current product that allows an
-          overdraft against a sanctioned limit. Create or edit a current product with “Is Overdraft Allowed” switched
-          on, then come back here.
-        } @else {
-          Opening a <strong>Cash Credit (CC)</strong> account: only products that allow an overdraft are listed. The
-          sanctioned limit comes from the product.
-        }
-      </p>
-    }
     <div class="sad-grid">
       <mat-form-field appearance="outline" class="sad-field">
         <mat-label>{{ 'labels.inputs.Product Name' | translate }}</mat-label>
@@ -850,23 +838,9 @@
                       <span class="ni-mono">{{ c.clientCif || '—' }}</span>
                     </td>
                     <td class="ni-td ni-td--center">
-                      @if (readOnly) {
+                      <span class="ni-pct-badge" [class.ni-pct-badge--full]="c.sharePercentage === 100">
-                        <span class="ni-pct-badge" [class.ni-pct-badge--full]="c.sharePercentage === 100">
+                        {{ c.sharePercentage }}%
-                          {{ c.sharePercentage }}%
+                      </span>
-                        </span>
-                      } @else {
-                        <span class="ni-pct-input">
-                          <input
-                            #pct
-                            type="number"
-                            min="0"
-                            max="100"
-                            [value]="c.sharePercentage"
-                            (change)="setPartnerShare(c, pct.value); pct.value = '' + c.sharePercentage"
-                            aria-label="Ownership percentage"
-                          />%
-                        </span>
-                      }
                     </td>
                     <td class="ni-td ni-td--center">
                       <button

src/app/current-accounts/current-account-stepper/current-account-details-step/current-account-details-step.component.scss

@@ -465,31 +465,6 @@ $ni-bg: #f9fafb;
   color: #374151;
 }
 
-.ni-pct-input {
-  display: inline-flex;
-  align-items: center;
-  gap: 2px;
-  font-size: 12px;
-  font-weight: 700;
-  color: $ni-primary;
-
-  input {
-    width: 52px;
-    padding: 3px 6px;
-    border: 1px solid #c7d2fe;
-    border-radius: 6px;
-    background: #eef2ff;
-    font: inherit;
-    color: inherit;
-    text-align: right;
-
-    &:focus {
-      outline: 2px solid $ni-primary;
-      outline-offset: 0;
-    }
-  }
-}
-
 .ni-pct-badge {
   display: inline-flex;
   align-items: center;
@@ -1735,16 +1710,3 @@ $ni-bg: #f9fafb;
     margin-top: 2px;
   }
 }
-
-/* Shown when the screen was opened from "New CC Account". */
-.sad-cc-note {
-  margin: 0 0 14px;
-  padding: 10px 14px;
-  border: 1px solid #bfdbfe;
-  border-left: 4px solid #1d4ed8;
-  border-radius: 8px;
-  background: #eff6ff;
-  color: #1e3a8a;
-  font-size: 13px;
-  line-height: 1.5;
-}

src/app/current-accounts/current-account-stepper/current-account-details-step/current-account-details-step.component.ts

@@ -29,10 +29,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { IntroducerSearchComponent } from 'app/shared/introducer-search/introducer-search.component';
 import { AddRelatedClientDialogComponent } from './add-related-client-dialog/add-related-client-dialog.component';
 import { AlertService } from 'app/core/alert/alert.service';
-import { forkJoin, of } from 'rxjs';
-import { catchError } from 'rxjs/operators';
-import { ActivatedRoute } from '@angular/router';
-import { ProductsService } from 'app/products/products.service';
 
 /**
  * Current Account Details Step
@@ -60,13 +56,6 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
   private alertService = inject(AlertService);
   private dateUtils = inject(Dates);
   private cdr = inject(ChangeDetectorRef);
-  private route = inject(ActivatedRoute);
-  private productsService = inject(ProductsService);
-
-  /** Opened from "New CC Account": only products that allow an overdraft are offered. */
-  isCcRequest = false;
-  /** A CC account was asked for but no current product allows an overdraft yet. */
-  ccProductsMissing = false;
 
   @Input() currentAccountTemplate: any;
   @Input() hideButtons = false;
@@ -218,20 +207,12 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
             this.autoDetectAccountStatus();
           }
         }
-        if (this.isNonIndividualClient && !this.isEditMode && !this.readOnly) {
-          this.prefillPartnersFromClientSignatories(client);
-        }
         this.cdr.detectChanges();
       });
     }
 
-    this.isCcRequest = this.route.snapshot.queryParamMap.get('cc') === '1';
-
     if (this.currentAccountTemplate) {
       this.productData = this.currentAccountTemplate.productOptions;
-      if (this.isCcRequest && !this.currentAccountTemplate.accountNo) {
-        this.limitProductsToCc();
-      }
       const existingProductId =
         this.currentAccountTemplate.currentAccountProductId ?? this.currentAccountTemplate.productId;
       // Edit mode: account response always has accountNo; pure template has previewAccountNo only
@@ -269,24 +250,6 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
     }
   }
 
-  /**
-   * A Cash Credit account takes its overdraft and limit from the product it is opened on, so a CC account is opened on a
-   * product that allows an overdraft. The template lists every current product without saying which allow one, so the
-   * product list is read to tell them apart.
-   */
-  private limitProductsToCc(): void {
-    this.productsService
-      .getCurrentProducts()
-      .pipe(catchError(() => of([] as any[])))
-      .subscribe((res: any) => {
-        const products: any[] = Array.isArray(res) ? res : (res?.pageItems ?? []);
-        const overdraftIds = new Set(products.filter((p) => p.allowOverdraft).map((p) => p.id));
-        this.productData = (this.productData || []).filter((p: any) => overdraftIds.has(p.id));
-        this.ccProductsMissing = this.productData.length === 0;
-        this.cdr.detectChanges();
-      });
-  }
-
   createCurrentAccountDetailsForm() {
     this.currentAccountDetailsForm = this.formBuilder.group({
       productId: [
@@ -659,52 +622,6 @@ export class CurrentAccountDetailsStepComponent implements OnInit {
   }
 
   // ── Non-Individual (existing) helpers ──────────────────────────────────
-  /**
-   * A new entity account starts with the authorised signatories recorded on the client at creation
-   * (clientNonPersonDetails.authorizedSignatoryClientIds), so they need not be added again. Ownership is
-   * not captured at client creation, so it starts at 0 and is entered in the table; Add Partner stays
-   * available for anyone else.
-   */
-  private prefillPartnersFromClientSignatories(client: any): void {
-    if (this.relatedClients.length > 0) {
-      return;
-    }
-    const ids: number[] = String(client?.clientNonPersonDetails?.authorizedSignatoryClientIds ?? '')
-      .split(',')
-      .map((id) => Number(id.trim()))
-      .filter((id, i, all) => id > 0 && id !== this.primaryClientId && all.indexOf(id) === i);
-    if (!ids.length) {
-      return;
-    }
-    // One lookup per signatory for the CIF; a signatory that can no longer be read is skipped, not fatal.
-    forkJoin(
-      ids.map((id) => this.clientsService.getClientData(String(id), true).pipe(catchError(() => of(null))))
-    ).subscribe((signatories: any[]) => {
-      // The user may have added partners by hand while the lookups ran — never overwrite those.
-      if (this.relatedClients.length > 0) {
-        return;
-      }
-      this.relatedClients = signatories
-        .filter((s) => !!s?.id)
-        .map((s) => ({
-          clientId: s.id,
-          clientName: s.displayName ?? s.fullname ?? '',
-          clientCif: s.cifNumber ?? s.cifNo ?? '',
-          sharePercentage: 0,
-          isMandatory: false
-        }));
-      this.autoSetSignatoryRights();
-      this.cdr.detectChanges();
-    });
-  }
-
-  /** Inline ownership edit — clamped so the partners' total never exceeds 100%. */
-  setPartnerShare(client: any, raw: any): void {
-    const othersTotal = this.totalSharePercentage - (client.sharePercentage || 0);
-    const value = Math.round(Number(raw) || 0);
-    client.sharePercentage = Math.min(Math.max(value, 0), Math.max(0, 100 - othersTotal));
-  }
-
   openAddRelatedClientDialog(): void {
     const excludedClientIds = [
       ...(this.primaryClientId ? [this.primaryClientId] : []),

src/app/directives/restrict-input.directive.ts

@@ -10,7 +10,7 @@ import { Directive, HostListener, Input, ElementRef, inject } from '@angular/cor
 import { NgControl } from '@angular/forms';
 
 /** The kinds of field this knows how to hold to a shape. */
-export type RestrictKind = 'digits' | 'phone' | 'pan' | 'aadhaar' | 'gstin' | 'tan';
+export type RestrictKind = 'digits' | 'phone' | 'pan' | 'aadhaar';
 
 interface Rule {
   /** Characters this kind will accept at all. */
@@ -27,10 +27,7 @@ const RULES: Record<RestrictKind, Rule> = {
   // A PAN is five letters, four digits, one letter - and is always written in capitals.
   pan: { allowed: /[A-Za-z0-9]/, maxLength: 10, upper: true },
   // Twelve digits, or the masked form CKYC returns, which is Xs and the last four digits.
-  aadhaar: { allowed: /[0-9Xx]/, maxLength: 12, upper: true },
+  aadhaar: { allowed: /[0-9Xx]/, maxLength: 12, upper: true }
-  // GSTIN is fifteen letters and digits, TAN ten; both are always written in capitals.
-  gstin: { allowed: /[A-Za-z0-9]/, maxLength: 15, upper: true },
-  tan: { allowed: /[A-Za-z0-9]/, maxLength: 10, upper: true }
 };
 
 /**

src/app/fiu/fiu-data.ts

@@ -54,8 +54,6 @@ export interface CtrTransaction {
   declaration: string;
   /** Customer name resolved from KC1 (UI convenience, not in actual TC2 schema) */
   customerName?: string;
-  /** True for a transaction that has crossed the threshold but is not yet in a generated CTR. */
-  pendingFiling?: boolean;
   /**
    * CTR does not judge suspicion. It records only whether the source of funds was
    * evidenced at the counter (CTR filed, nothing further) or could not be, in which

src/app/fiu/fiu.component.html

@@ -223,15 +223,6 @@
           <div class="fiu-note">Loading the generated CTR lines…</div>
         } @else if (ctrLinesError) {
           <div class="fiu-note fiu-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ ctrLinesError }}</div>
-        } @else if (ctrPendingCount > 0) {
-          <div class="fiu-note">
-            <fa-icon icon="info-circle"></fa-icon>
-            {{ ctrPendingCount }} cash transaction{{ ctrPendingCount > 1 ? 's' : '' }} of ₹10,00,000 or more
-            {{ ctrPendingCount > 1 ? 'are' : 'is' }} listed below automatically as soon as
-            {{ ctrPendingCount > 1 ? 'they are' : 'it is' }} posted.
-            {{ ctrPendingCount > 1 ? 'They are' : 'It is' }} not in a filed report yet — pick the month under “Generate
-            CTR” and run it to include {{ ctrPendingCount > 1 ? 'them' : 'it' }}.
-          </div>
         } @else if (!ctrTxns.length) {
           <div class="fiu-note fiu-note--warn">
             <fa-icon icon="exclamation-triangle"></fa-icon>
@@ -351,103 +342,27 @@
               <th class="ta-c">Records</th>
               <th>Status</th>
               <th>Submitted On</th>
-              <th class="ta-c">Customers</th>
             </tr>
           </thead>
           <tbody>
             @for (r of amlCtrReports; track r.id) {
-              <tr style="cursor: pointer" (click)="openCtrReport(r)">
+              <tr>
                 <td>{{ r.reportMonth }}</td>
-                <td>{{ r.generatedOn ? (asDate(r.generatedOn) | date: 'medium') : '—' }}</td>
+                <td>{{ r.generatedOn | date: 'medium' }}</td>
                 <td class="ta-c">{{ r.recordCount }}</td>
                 <td>
                   <span [class]="amlStatusClass(r.status)">{{ r.status }}</span>
                 </td>
-                <td>{{ r.submittedOn ? (asDate(r.submittedOn) | date: 'medium') : '—' }}</td>
+                <td>{{ r.submittedOn ? (r.submittedOn | date: 'medium') : '—' }}</td>
-                <td class="ta-c" (click)="$event.stopPropagation()">
-                  <button class="fiu-btn fiu-btn-g" (click)="openCtrReport(r)">View</button>
-                  <button class="fiu-btn fiu-btn-g" (click)="exportCtrReport(r)">Excel</button>
-                </td>
               </tr>
             } @empty {
               <tr>
-                <td colspan="6" class="fiu-empty">No CTR reports generated yet.</td>
+                <td colspan="5" class="fiu-empty">No CTR reports generated yet.</td>
               </tr>
             }
           </tbody>
         </table>
       </div>
-
-      <!-- The customers and transactions one CTR report names. Opened from a row above; declared here so it keeps this
-           component's state and styles. -->
-      <ng-template #ctrReportDialog>
-        <div class="fiu-dialog">
-          @if (ctrReportView; as report) {
-            <div class="fiu-form-meta">
-              <div class="fiu-form-title">
-                <h3>CTR report — {{ report.reportMonth }}</h3>
-                <p>
-                  {{ report.status }} · {{ ctrReportLines.length }} record{{ ctrReportLines.length === 1 ? '' : 's' }} ·
-                  total ₹{{ ctrReportTotal | number: '1.2-2' }}
-                </p>
-              </div>
-              <div class="fiu-action-group">
-                <button
-                  class="fiu-btn fiu-btn-xml"
-                  [disabled]="ctrReportLinesLoading"
-                  (click)="exportCtrReport(report)"
-                >
-                  Export Excel
-                </button>
-                <button class="fiu-btn fiu-btn-g" (click)="closeCtrReport()">Close</button>
-              </div>
-            </div>
-            @if (ctrReportLinesLoading) {
-              <div class="fiu-note">Loading the customers in this report…</div>
-            } @else {
-              <div class="fiu-tbl-wrap">
-                <table class="fiu-tbl">
-                  <thead>
-                    <tr>
-                      <th>Customer</th>
-                      <th>Customer ID / CKYC</th>
-                      <th>Account</th>
-                      <th>Branch</th>
-                      <th>Date</th>
-                      <th>Direction</th>
-                      <th>Type</th>
-                      <th class="ta-r">Amount</th>
-                    </tr>
-                  </thead>
-                  <tbody>
-                    @for (l of ctrReportLines; track $index) {
-                      <tr>
-                        <td>
-                          {{ l.clientName }}
-                          <div style="font-size: 11px; color: var(--f-g500)">
-                            {{ l.individual === false ? 'Entity' : 'Individual' }}
-                          </div>
-                        </td>
-                        <td class="mono">{{ l.ckycNumber || l.clientExternalId || '—' }}</td>
-                        <td class="mono">{{ l.accountNo || '—' }}</td>
-                        <td>{{ l.branchName || '—' }}</td>
-                        <td>{{ l.transactionDate ? (asDate(l.transactionDate) | date: 'dd MMM yyyy') : '—' }}</td>
-                        <td>{{ l.direction || '—' }}</td>
-                        <td>{{ l.connectedGroup ? 'Connected group (month total)' : 'Single transaction' }}</td>
-                        <td class="ta-r">₹{{ l.amount | number: '1.2-2' }}</td>
-                      </tr>
-                    } @empty {
-                      <tr>
-                        <td colspan="8" class="fiu-empty">This report names no customers.</td>
-                      </tr>
-                    }
-                  </tbody>
-                </table>
-              </div>
-            }
-          }
-        </div>
-      </ng-template>
     </div>
   }
 
@@ -666,153 +581,146 @@
         </div>
       }
 
-      <!-- The case investigation. Opened as a popup by selectStrCase(); declared here so it keeps this component's state. -->
+      @if (selectedStrCase) {
-      <ng-template #strCaseDialog>
+        <div class="str-case-detail">
-        <div class="fiu-dialog">
+          <div class="fiu-form-meta">
-          @if (selectedStrCase) {
+            <div class="fiu-form-title">
-            <div class="str-case-detail">
+              <h3>STR Case #{{ selectedStrCase.id }} — {{ selectedStrCase.clientDisplayName }}</h3>
-              <div class="fiu-form-meta">
+              <p>
-                <div class="fiu-form-title">
+                Alert #{{ selectedStrCase.alertId }} &middot;
-                  <h3>STR Case #{{ selectedStrCase.id }} — {{ selectedStrCase.clientDisplayName }}</h3>
+                {{ selectedStrCase.cumulativeStrCaseCountForClient }} cumulative STR case(s) for this client
-                  <p>
+                @if (selectedStrCase.cumulativeStrCaseCountForClient >= 3) {
-                    Alert #{{ selectedStrCase.alertId }} &middot;
+                  <span class="escalation-badge">Risk category auto-escalated</span>
-                    {{ selectedStrCase.cumulativeStrCaseCountForClient }} cumulative STR case(s) for this client
-                    @if (selectedStrCase.cumulativeStrCaseCountForClient >= 3) {
-                      <span class="escalation-badge">Risk category auto-escalated</span>
-                    }
-                  </p>
-                </div>
-                <button class="fiu-btn fiu-btn-g" (click)="closeStrCaseDetail()">Close</button>
-              </div>
-
-              <div
-                class="case-outcome"
-                [class.case-outcome--clear]="selectedStrCase.status === 'CONCLUDED_CLEAR'"
-                [class.case-outcome--suspicious]="
-                  selectedStrCase.status === 'CONCLUDED_SUSPICIOUS' || selectedStrCase.status === 'FILED'
-                "
-              >
-                <span [class]="amlStatusClass(selectedStrCase.status)">{{ selectedStrCase.status }}</span>
-                <span>{{ strCaseOutcome(selectedStrCase) }}</span>
-              </div>
-
-              <div class="case-form" *mifosxHasPermission="'CONCLUDE_AML_STR'">
-                <div class="form-row">
-                  <label for="fiuInvestigationNotes"
-                    >Investigation notes (source-of-transaction history reviewed)</label
-                  >
-                  <textarea id="fiuInvestigationNotes" rows="3" [(ngModel)]="concludeInvestigationNotes"></textarea>
-                </div>
-                <div class="form-row">
-                  <label for="fiuSourceOfFundsNotes">Source-of-funds notes</label>
-                  <textarea id="fiuSourceOfFundsNotes" rows="2" [(ngModel)]="concludeSourceOfFundsNotes"></textarea>
-                </div>
-                <!-- Verification checklist — the verdict is derived, not chosen. -->
-                <div class="checklist">
-                  <div class="checklist-head">
-                    <span>Principal Officer verification — mark each point as found</span>
-                    <span class="checklist-progress" [class.done]="allAnswered">
-                      {{ answeredCount }} / {{ strChecklist.length }} answered
-                    </span>
-                  </div>
-                  <table class="checklist-tbl">
-                    <thead>
-                      <tr>
-                        <th>Verification point</th>
-                        <th class="ta-c col-yes">Genuine</th>
-                        <th class="ta-c col-no">Not satisfied</th>
-                      </tr>
-                    </thead>
-                    <tbody>
-                      @for (item of strChecklist; track item.key) {
-                        <tr
-                          [class.row-yes]="strFindings[item.key] === true"
-                          [class.row-no]="strFindings[item.key] === false"
-                          [class.row-pending]="strFindings[item.key] === null"
-                        >
-                          <td>
-                            <div class="chk-label">{{ item.label }}</div>
-                            <div class="chk-hint">{{ item.hint }}</div>
-                          </td>
-                          <td class="ta-c">
-                            <button
-                              type="button"
-                              class="chk-box chk-box--yes"
-                              [class.on]="strFindings[item.key] === true"
-                              [attr.aria-pressed]="strFindings[item.key] === true"
-                              [attr.aria-label]="'Mark ' + item.label + ' as genuine'"
-                              (click)="setFinding(item.key, true)"
-                            >
-                              <fa-icon icon="check-circle"></fa-icon>
-                            </button>
-                          </td>
-                          <td class="ta-c">
-                            <button
-                              type="button"
-                              class="chk-box chk-box--no"
-                              [class.on]="strFindings[item.key] === false"
-                              [attr.aria-pressed]="strFindings[item.key] === false"
-                              [attr.aria-label]="'Mark ' + item.label + ' as not satisfied'"
-                              (click)="setFinding(item.key, false)"
-                            >
-                              <fa-icon icon="exclamation-triangle"></fa-icon>
-                            </button>
-                          </td>
-                        </tr>
-                      }
-                    </tbody>
-                  </table>
-                </div>
-
-                <!-- Derived verdict -->
-                <div
-                  class="verdict"
-                  [class.verdict--clear]="allAnswered && derivedConclusion === 'NOT_SUSPICIOUS'"
-                  [class.verdict--suspicious]="allAnswered && derivedConclusion === 'SUSPICIOUS'"
-                >
-                  @if (!allAnswered) {
-                    <fa-icon icon="info-circle"></fa-icon>
-                    <span>
-                      Answer every verification point to determine the outcome —
-                      {{ strChecklist.length - answeredCount }} still pending.
-                    </span>
-                  } @else if (derivedConclusion === 'NOT_SUSPICIOUS') {
-                    <fa-icon icon="check-circle"></fa-icon>
-                    <span>
-                      <strong>Not suspicious.</strong> All {{ strChecklist.length }} points found genuine — the case
-                      will be closed and nothing filed with FIU-IND.
-                    </span>
-                  } @else {
-                    <fa-icon icon="exclamation-triangle"></fa-icon>
-                    <span>
-                      <strong>Suspicious — STR must be filed.</strong>
-                      {{ failedFindings.length }} of {{ strChecklist.length }} points not satisfied:
-                      {{ failedFindings[0].label }}
-                      @if (failedFindings.length > 1) {
-                        <span> and {{ failedFindings.length - 1 }} more</span>
-                      }
-                      .
-                    </span>
-                  }
-                </div>
-
-                <button class="fiu-btn fiu-btn-xml" [disabled]="!allAnswered" (click)="concludeStrCase()">
-                  Conclude as
-                  {{ allAnswered ? (derivedConclusion === 'SUSPICIOUS' ? 'Suspicious' : 'Not Suspicious') : '…' }}
-                </button>
-
-                @if (selectedStrCase.status === 'CONCLUDED_SUSPICIOUS') {
-                  <div class="file-str-row">
-                    <label for="fiuFileReferenceNo">FIU-IND acknowledgement / reference number</label>
-                    <input id="fiuFileReferenceNo" class="fiu-inp" type="text" [(ngModel)]="fileReferenceNo" />
-                    <button class="fiu-btn fiu-btn-xml" (click)="fileStrCase()">Mark STR Filed</button>
-                  </div>
                 }
-              </div>
+              </p>
             </div>
-          }
+            <button class="fiu-btn fiu-btn-g" (click)="closeStrCaseDetail()">Close</button>
+          </div>
+
+          <div
+            class="case-outcome"
+            [class.case-outcome--clear]="selectedStrCase.status === 'CONCLUDED_CLEAR'"
+            [class.case-outcome--suspicious]="
+              selectedStrCase.status === 'CONCLUDED_SUSPICIOUS' || selectedStrCase.status === 'FILED'
+            "
+          >
+            <span [class]="amlStatusClass(selectedStrCase.status)">{{ selectedStrCase.status }}</span>
+            <span>{{ strCaseOutcome(selectedStrCase) }}</span>
+          </div>
+
+          <div class="case-form" *mifosxHasPermission="'CONCLUDE_AML_STR'">
+            <div class="form-row">
+              <label for="fiuInvestigationNotes">Investigation notes (source-of-transaction history reviewed)</label>
+              <textarea id="fiuInvestigationNotes" rows="3" [(ngModel)]="concludeInvestigationNotes"></textarea>
+            </div>
+            <div class="form-row">
+              <label for="fiuSourceOfFundsNotes">Source-of-funds notes</label>
+              <textarea id="fiuSourceOfFundsNotes" rows="2" [(ngModel)]="concludeSourceOfFundsNotes"></textarea>
+            </div>
+            <!-- Verification checklist — the verdict is derived, not chosen. -->
+            <div class="checklist">
+              <div class="checklist-head">
+                <span>Principal Officer verification — mark each point as found</span>
+                <span class="checklist-progress" [class.done]="allAnswered">
+                  {{ answeredCount }} / {{ strChecklist.length }} answered
+                </span>
+              </div>
+              <table class="checklist-tbl">
+                <thead>
+                  <tr>
+                    <th>Verification point</th>
+                    <th class="ta-c col-yes">Genuine</th>
+                    <th class="ta-c col-no">Not satisfied</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  @for (item of strChecklist; track item.key) {
+                    <tr
+                      [class.row-yes]="strFindings[item.key] === true"
+                      [class.row-no]="strFindings[item.key] === false"
+                      [class.row-pending]="strFindings[item.key] === null"
+                    >
+                      <td>
+                        <div class="chk-label">{{ item.label }}</div>
+                        <div class="chk-hint">{{ item.hint }}</div>
+                      </td>
+                      <td class="ta-c">
+                        <button
+                          type="button"
+                          class="chk-box chk-box--yes"
+                          [class.on]="strFindings[item.key] === true"
+                          [attr.aria-pressed]="strFindings[item.key] === true"
+                          [attr.aria-label]="'Mark ' + item.label + ' as genuine'"
+                          (click)="setFinding(item.key, true)"
+                        >
+                          <fa-icon icon="check-circle"></fa-icon>
+                        </button>
+                      </td>
+                      <td class="ta-c">
+                        <button
+                          type="button"
+                          class="chk-box chk-box--no"
+                          [class.on]="strFindings[item.key] === false"
+                          [attr.aria-pressed]="strFindings[item.key] === false"
+                          [attr.aria-label]="'Mark ' + item.label + ' as not satisfied'"
+                          (click)="setFinding(item.key, false)"
+                        >
+                          <fa-icon icon="exclamation-triangle"></fa-icon>
+                        </button>
+                      </td>
+                    </tr>
+                  }
+                </tbody>
+              </table>
+            </div>
+
+            <!-- Derived verdict -->
+            <div
+              class="verdict"
+              [class.verdict--clear]="allAnswered && derivedConclusion === 'NOT_SUSPICIOUS'"
+              [class.verdict--suspicious]="allAnswered && derivedConclusion === 'SUSPICIOUS'"
+            >
+              @if (!allAnswered) {
+                <fa-icon icon="info-circle"></fa-icon>
+                <span>
+                  Answer every verification point to determine the outcome —
+                  {{ strChecklist.length - answeredCount }} still pending.
+                </span>
+              } @else if (derivedConclusion === 'NOT_SUSPICIOUS') {
+                <fa-icon icon="check-circle"></fa-icon>
+                <span>
+                  <strong>Not suspicious.</strong> All {{ strChecklist.length }} points found genuine — the case will be
+                  closed and nothing filed with FIU-IND.
+                </span>
+              } @else {
+                <fa-icon icon="exclamation-triangle"></fa-icon>
+                <span>
+                  <strong>Suspicious — STR must be filed.</strong>
+                  {{ failedFindings.length }} of {{ strChecklist.length }} points not satisfied:
+                  {{ failedFindings[0].label }}
+                  @if (failedFindings.length > 1) {
+                    <span> and {{ failedFindings.length - 1 }} more</span>
+                  }
+                  .
+                </span>
+              }
+            </div>
+
+            <button class="fiu-btn fiu-btn-xml" [disabled]="!allAnswered" (click)="concludeStrCase()">
+              Conclude as
+              {{ allAnswered ? (derivedConclusion === 'SUSPICIOUS' ? 'Suspicious' : 'Not Suspicious') : '…' }}
+            </button>
+
+            @if (selectedStrCase.status === 'CONCLUDED_SUSPICIOUS') {
+              <div class="file-str-row">
+                <label for="fiuFileReferenceNo">FIU-IND acknowledgement / reference number</label>
+                <input id="fiuFileReferenceNo" class="fiu-inp" type="text" [(ngModel)]="fileReferenceNo" />
+                <button class="fiu-btn fiu-btn-xml" (click)="fileStrCase()">Mark STR Filed</button>
+              </div>
+            }
+          </div>
         </div>
-      </ng-template>
+      }
 
       <!-- FINnet export template (separate concern — STR XML file-format generation) -->
       <div class="fiu-form-meta">

src/app/fiu/fiu.component.scss

@@ -6,8 +6,7 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-:host,
+:host {
-.fiu-dialog {
   --f-navy: #0b1e3d;
   --f-blue: #1d4ed8;
   --f-blue-l: #eff6ff;
@@ -1859,8 +1858,3 @@
   white-space: normal;
   font-size: 12.5px;
 }
-
-/* The STR case popup renders in the overlay, outside :host, so it carries the page's colour variables itself. */
-.fiu-dialog {
-  padding: 4px;
-}

src/app/fiu/fiu.component.ts

@@ -6,12 +6,7 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import { Component, OnInit, inject, ViewChild, TemplateRef } from '@angular/core';
+import { Component, OnInit, inject } from '@angular/core';
-import { MatDialog, MatDialogRef } from '@angular/material/dialog';
-import { MatSnackBar } from '@angular/material/snack-bar';
-import { forkJoin, of } from 'rxjs';
-import { exportWorkbook } from 'app/cashier/cashier-export';
-import { catchError } from 'rxjs/operators';
 import { ActivatedRoute } from '@angular/router';
 import { FormsModule } from '@angular/forms';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -136,134 +131,6 @@ export class FiuComponent implements OnInit {
   private sanctionsLogsService = inject(SanctionsLogsService);
   private authenticationService = inject(AuthenticationService);
   private route = inject(ActivatedRoute);
-  private dialog = inject(MatDialog);
-  private snackBar = inject(MatSnackBar);
-
-  /** The STR case investigation, shown in a popup rather than a panel pushed in under the case list. */
-  @ViewChild('strCaseDialog') strCaseDialogTpl!: TemplateRef<unknown>;
-  private strCaseDialogRef: MatDialogRef<unknown> | null = null;
-
-  /** The CTR report whose customers are open in the popup, and the lines behind it. */
-  @ViewChild('ctrReportDialog') ctrReportDialogTpl!: TemplateRef<unknown>;
-  private ctrReportDialogRef: MatDialogRef<unknown> | null = null;
-  ctrReportView: any = null;
-  ctrReportLines: any[] = [];
-  ctrReportLinesLoading = false;
-
-  /** Opens a generated CTR report with every customer and transaction it names. */
-  openCtrReport(report: any): void {
-    this.ctrReportView = report;
-    this.ctrReportLines = [];
-    this.ctrReportLinesLoading = true;
-    this.amlService.getCtrReportLines(report.id).subscribe({
-      next: (lines) => {
-        this.ctrReportLines = lines || [];
-        this.ctrReportLinesLoading = false;
-      },
-      error: () => {
-        this.ctrReportLinesLoading = false;
-        this.toast(`Could not load the customers in the ${report.reportMonth} report`);
-      }
-    });
-    this.ctrReportDialogRef?.close();
-    this.ctrReportDialogRef = this.dialog.open(this.ctrReportDialogTpl, {
-      width: '1280px',
-      maxWidth: '96vw',
-      maxHeight: '92vh',
-      autoFocus: false
-    });
-    this.ctrReportDialogRef.afterClosed().subscribe(() => {
-      this.ctrReportView = null;
-      this.ctrReportDialogRef = null;
-    });
-  }
-
-  closeCtrReport(): void {
-    this.ctrReportDialogRef?.close();
-  }
-
-  /** Total of the amounts in the open report, so the popup states what the filing adds up to. */
-  get ctrReportTotal(): number {
-    return this.ctrReportLines.reduce((sum, l) => sum + (Number(l.amount) || 0), 0);
-  }
-
-  /**
-   * Excel workbook of a CTR report with the customer behind every line. Fetches the lines itself unless the popup
-   * already holds them, so it works straight from the reports table as well as from inside the popup.
-   */
-  exportCtrReport(report: any): void {
-    const build = (lines: any[]) => this.buildCtrReportWorkbook(report, lines);
-    if (this.ctrReportView?.id === report.id && !this.ctrReportLinesLoading) {
-      build(this.ctrReportLines);
-      return;
-    }
-    this.amlService.getCtrReportLines(report.id).subscribe({
-      next: (lines) => build(lines || []),
-      error: () => this.toast(`Could not load the ${report.reportMonth} report to export it`)
-    });
-  }
-
-  private async buildCtrReportWorkbook(report: any, lines: any[]): Promise<void> {
-    const total = lines.reduce((sum, l) => sum + (Number(l.amount) || 0), 0);
-    await exportWorkbook(
-      [
-        {
-          sheetName: `CTR ${report.reportMonth}`,
-          title: `Cash Transaction Report — ${report.reportMonth}`,
-          subtitle: `${report.status} · ${lines.length} record${lines.length === 1 ? '' : 's'} · total ₹${total.toLocaleString('en-IN')} · generated ${new Date().toLocaleString('en-IN')}`,
-          headers: [
-            'Report Month',
-            'Customer',
-            'Customer ID / CKYC Ref',
-            'CKYC Number',
-            'Customer Type',
-            'Account No',
-            'Branch',
-            'Account Status',
-            'Account Opened',
-            'Transaction ID',
-            'Transaction Date',
-            'Direction',
-            'Line Type',
-            'Amount (₹)'
-          ],
-          rows: lines.map((l) => [
-            l.reportMonth || report.reportMonth,
-            l.clientName || '',
-            l.clientExternalId || '',
-            l.ckycNumber || '',
-            l.individual === false ? 'Entity' : 'Individual',
-            l.accountNo || '',
-            l.branchName || '',
-            l.accountStatus || '',
-            toIsoDate(l.accountOpenedOn) || '',
-            l.transactionId ?? null,
-            toIsoDate(l.transactionDate) || '',
-            l.direction || '',
-            l.connectedGroup ? 'Connected group — month total' : 'Single transaction',
-            Number(l.amount) || 0
-          ]),
-          widths: [
-            12,
-            28,
-            22,
-            18,
-            14,
-            20,
-            18,
-            16,
-            16,
-            14,
-            16,
-            12,
-            28,
-            18
-          ]
-        }
-      ],
-      `CTR-${report.reportMonth}`
-    );
-  }
   /** Active tab */
   activeTab: 'dashboard' | 'ctr' | 'str' | 'customers' | 'files' = 'dashboard';
 
@@ -278,8 +145,6 @@ export class FiuComponent implements OnInit {
    */
   ctrTxns: CtrTransaction[] = [];
   ctrLinesLoading = false;
-  /** Reportable cash transactions already posted but not yet in a generated CTR, listed automatically. */
-  ctrPendingCount = 0;
   ctrLinesError = '';
   /**
    * ATM / card-rail cash, which feeds the same CTR as the counter transactions in TC2.
@@ -817,23 +682,10 @@ export class FiuComponent implements OnInit {
   loadCtrLines(): void {
     this.ctrLinesLoading = true;
     this.ctrLinesError = '';
-    // The pending list is an extra: if it cannot be read, the generated lines still show.
+    this.amlService.getCtrReportLines().subscribe({
-    forkJoin({
+      next: (lines) => {
-      generated: this.amlService.getCtrReportLines(),
-      pending: this.amlService.getCtrPendingLines().pipe(catchError(() => of([] as any[])))
-    }).subscribe({
-      next: ({ generated, pending }) => {
         this.ctrLinesLoading = false;
-        const generatedRows = (generated || []).map((l: any, i: number) => this.toCtrTransaction(l, i + 1));
+        this.ctrTxns = (lines || []).map((l: any, i: number) => this.toCtrTransaction(l, i + 1));
-        const pendingRows = (pending || []).map((l: any, i: number) => ({
-          ...this.toCtrTransaction(l, generatedRows.length + i + 1),
-          pendingFiling: true
-        }));
-        this.ctrPendingCount = pendingRows.length;
-        this.ctrTxns = [
-          ...generatedRows,
-          ...pendingRows
-        ];
         // Cached so the compliance flags an officer sets below survive a reload, keyed on the rows
         // that actually came back rather than on a seeded set.
         this.applyStoredCtrCompliance();
@@ -841,7 +693,6 @@ export class FiuComponent implements OnInit {
       error: (err: any) => {
         this.ctrLinesLoading = false;
         this.ctrTxns = [];
-        this.ctrPendingCount = 0;
         this.ctrLinesError =
           err?.error?.defaultUserMessage ||
           'Could not load the generated CTR lines. Generate a report for the month first.';
@@ -969,17 +820,6 @@ export class FiuComponent implements OnInit {
     this.concludeSourceOfFundsNotes = strCase.sourceOfFundsNotes || '';
     this.fileReferenceNo = strCase.strReferenceNo || '';
     this.resetChecklist();
-    this.strCaseDialogRef?.close();
-    this.strCaseDialogRef = this.dialog.open(this.strCaseDialogTpl, {
-      width: '1100px',
-      maxWidth: '96vw',
-      maxHeight: '92vh',
-      autoFocus: false
-    });
-    this.strCaseDialogRef.afterClosed().subscribe(() => {
-      this.selectedStrCase = null;
-      this.strCaseDialogRef = null;
-    });
   }
 
   /** Plain-language outcome for a live STR case, shown in the investigation panel. */
@@ -997,7 +837,6 @@ export class FiuComponent implements OnInit {
   }
 
   closeStrCaseDetail(): void {
-    this.strCaseDialogRef?.close();
     this.selectedStrCase = null;
   }
 
@@ -1032,9 +871,8 @@ export class FiuComponent implements OnInit {
               ? `STR case #${updated.id} concluded suspicious — file with FIU-IND by ${updated.fiuDueDate}`
               : `STR case #${updated.id} concluded not suspicious — no filing required`
           );
+          this.selectedStrCase = updated;
           this.loadAmlStrCases();
-          // Concluded: close the popup so the case's new status is what the officer sees in the list.
-          this.closeStrCaseDetail();
         },
         error: this.apiError(`Concluding STR case #${this.selectedStrCase.id}`)
       });
@@ -1051,8 +889,8 @@ export class FiuComponent implements OnInit {
     this.amlService.fileStr(this.selectedStrCase.id, this.fileReferenceNo).subscribe({
       next: (updated) => {
         this.toast(`STR case #${updated.id} recorded as filed (ref ${updated.strReferenceNo})`);
+        this.selectedStrCase = updated;
         this.loadAmlStrCases();
-        this.closeStrCaseDetail();
       },
       error: this.apiError(`Filing STR case #${this.selectedStrCase.id}`)
     });
@@ -1946,12 +1784,6 @@ export class FiuComponent implements OnInit {
   }
 
   toast(msg: string): void {
-    // The page's own toast sits behind the popup's backdrop, so while the STR case popup is open the message would be
-    // there but unseen - which read as the action having done nothing. A snackbar is drawn above the popup.
-    if (this.strCaseDialogRef || this.ctrReportDialogRef) {
-      this.snackBar.open(msg, 'OK', { duration: 5000 });
-      return;
-    }
     this.toastMsg = msg;
     this.toastVisible = true;
     if (this.toastTimer) clearTimeout(this.toastTimer);

src/app/home/dashboard/alm-bucket-breakdown-dialog/alm-bucket-breakdown-dialog.component.html

@@ -1,852 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="bkd">
-  <div class="bkd-head">
-    <div class="bkd-head-left">
-      <div class="bkd-head-ic"><fa-icon icon="balance-scale"></fa-icon></div>
-      <div>
-        <h2 class="bkd-title">ALM Time-Bucket Breakdown</h2>
-        <p class="bkd-sub">Day-wise breakdown of FD / RD / Loan from the as-on date</p>
-      </div>
-    </div>
-    <div class="bkd-head-actions">
-      @if (view === 'config') {
-        <button type="button" class="bkd-btn" [class.bkd-btn-on]="editMode" (click)="toggleEdit()">
-          {{ editMode ? 'Done editing lines' : 'Edit lines' }}
-        </button>
-        <button type="button" class="bkd-btn" (click)="reset()">Reset to RBI defaults</button>
-      }
-      <button class="bkd-close" (click)="close()" matTooltip="Close" aria-label="Close">&#10005;</button>
-    </div>
-  </div>
-
-  <div class="bkd-tabs" role="tablist">
-    <button type="button" role="tab" class="bkd-tab" [class.on]="view === 'days'" (click)="view = 'days'">
-      Day-wise breakdown
-    </button>
-    <button type="button" role="tab" class="bkd-tab" [class.on]="view === 'config'" (click)="view = 'config'">
-      Configuration table
-    </button>
-  </div>
-
-  <div class="bkd-body">
-    @if (view === 'config') {
-      <p class="bkd-note">
-        <fa-icon icon="info-circle"></fa-icon>&nbsp; Each line shows which bucket its money goes to. You can change the
-        <strong>%</strong> and the rule. Changes are saved in this browser straight away. Hover over a line name to see
-        why it is slotted that way.
-      </p>
-
-      @if (problemCount > 0) {
-        <p class="bkd-warn bkd-banner">
-          {{ problemCount }} line(s) have a % total that is not 100 or is not filled in yet. See the red or yellow
-          totals below.
-        </p>
-      }
-    }
-
-    @if (view === 'config') {
-      <!-- The date the figures are as on, and how they are read -->
-      <div class="bkd-toolbar">
-        <label>
-          <span>As-on date</span>
-          <input type="date" [(ngModel)]="asOnIso" (ngModelChange)="loadBreakdown()" aria-label="As-on date" />
-        </label>
-        <label>
-          <span>Amount unit</span>
-          <select [(ngModel)]="unit" aria-label="Unit">
-            @for (u of units; track u.value) {
-              <option [value]="u.value">{{ u.label }}</option>
-            }
-          </select>
-        </label>
-        <div class="bkd-toolbar-state">
-          @if (loading) {
-            <span>Loading data from accounts…</span>
-          } @else if (loadError) {
-            <span class="bkd-warn">{{ loadError }}</span>
-          } @else if (breakdown) {
-            <span class="bkd-ok"> FD, RD and Loan data as on {{ breakdown.asOnDate }}. </span>
-          }
-        </div>
-      </div>
-    }
-
-    @if (view === 'days') {
-      <section class="bkd-days-view">
-        <h4 class="bkd-h4 bkd-h4-first">1. Select</h4>
-        <div class="bkd-modes" role="tablist">
-          <button type="button" class="bkd-mode" [class.on]="selectBy === 'types'" (click)="setSelectBy('types')">
-            By account type
-          </button>
-          <button type="button" class="bkd-mode" [class.on]="selectBy === 'accounts'" (click)="setSelectBy('accounts')">
-            Individual accounts
-          </button>
-        </div>
-
-        @if (selectBy === 'types') {
-          <p class="bkd-days-intro">Tick one or more. You can pick from both sides together.</p>
-          @for (grp of pickGroups; track grp.side) {
-            <div class="bkd-pick-group">
-              <div
-                class="bkd-pick-title"
-                [class.bkd-pick-liab]="grp.side === 'liability'"
-                [class.bkd-pick-asset]="grp.side === 'asset'"
-              >
-                {{ grp.title }}
-              </div>
-              <div class="bkd-pick-list">
-                @for (t of grp.items; track t.value) {
-                  <button
-                    type="button"
-                    class="bkd-pick-opt"
-                    [class.on]="isTypePicked(t.value)"
-                    role="checkbox"
-                    [attr.aria-checked]="isTypePicked(t.value)"
-                    (click)="toggleType(t.value)"
-                  >
-                    <span class="bkd-pick-box">{{ isTypePicked(t.value) ? '✓' : '' }}</span>
-                    {{ t.label }}
-                  </button>
-                }
-              </div>
-            </div>
-          }
-          <div class="bkd-pick-actions">
-            <button type="button" class="bkd-link" (click)="selectAllTypes()">Select all</button>
-            <button type="button" class="bkd-link" (click)="clearTypes()">Clear</button>
-          </div>
-        } @else {
-          <div class="bkd-search">
-            <input
-              type="text"
-              [(ngModel)]="searchText"
-              (ngModelChange)="onSearchInput()"
-              placeholder="Search by account number or customer name"
-              aria-label="Search accounts"
-            />
-            <select [(ngModel)]="searchKind" (ngModelChange)="onSearchInput()" aria-label="Kind of account">
-              <option value="">All accounts</option>
-              <option value="FD">FD</option>
-              <option value="RD">RD</option>
-              <option value="LOAN">Loan</option>
-            </select>
-          </div>
-
-          @if (searching) {
-            <p class="bkd-days-note">Searching…</p>
-          } @else if (searchError) {
-            <p class="bkd-warn">{{ searchError }}</p>
-          } @else if (searchText.trim().length < 2) {
-            <p class="bkd-days-note">Type at least 2 characters of an account number or a customer name.</p>
-          } @else if (!searchResults.length) {
-            <p class="bkd-days-note">No accounts found.</p>
-          }
-
-          @if (searchResults.length) {
-            <div class="bkd-hits">
-              @for (hit of searchResults; track hit.kind + '-' + hit.id) {
-                <button type="button" class="bkd-hit" [class.picked]="isPicked(hit)" (click)="pick(hit)">
-                  <span class="bkd-hit-kind">{{ hit.kind }}</span>
-                  <span class="bkd-hit-main">
-                    <strong>{{ hit.accountNo }}</strong> &middot; {{ hit.customer }}
-                    <small
-                      >{{ hit.product }}
-                      @if (hit.date) {
-                        &middot; matures {{ hit.date | date: 'dd-MMM-yyyy' }}
-                      }
-                    </small>
-                  </span>
-                  <span class="bkd-hit-amt">{{ amountText(hit.amount) }}</span>
-                  <span class="bkd-hit-state">{{ isPicked(hit) ? 'Selected' : 'Select' }}</span>
-                </button>
-              }
-            </div>
-          }
-
-          @if (picked.length) {
-            <div class="bkd-picked">
-              <strong>Selected ({{ picked.length }})</strong>
-              @for (p of picked; track p.kind + '-' + p.id) {
-                <span class="bkd-pill-sel">
-                  {{ p.kind }} {{ p.accountNo }}
-                  <button type="button" (click)="unpick(p)" aria-label="Remove">&#10005;</button>
-                </span>
-              }
-              <button type="button" class="bkd-link" (click)="clearPicked()">Clear all</button>
-            </div>
-          }
-        }
-
-        <h4 class="bkd-h4">2. Date and unit</h4>
-        <div class="bkd-submit-row">
-          <label>
-            <span>As-on date</span>
-            <input type="date" [(ngModel)]="asOnIso" (ngModelChange)="onAsOnChange()" aria-label="As-on date" />
-          </label>
-          <label>
-            <span>Amount unit</span>
-            <select [(ngModel)]="unit" aria-label="Amount unit">
-              @for (u of units; track u.value) {
-                <option [value]="u.value">{{ u.label }}</option>
-              }
-            </select>
-          </label>
-          <button type="button" class="bkd-btn bkd-btn-on bkd-submit" [disabled]="!canSubmit" (click)="submitReport()">
-            Submit
-          </button>
-        </div>
-
-        @if (reportShown && selectBy === 'types') {
-          <section class="bkd-report-out">
-            <h4 class="bkd-h4 bkd-report-title">
-              {{ typeColumns.length }} account {{ typeColumns.length === 1 ? 'type' : 'types' }}
-              <small>as on {{ asOnIso }} &middot; Amounts in {{ unitWord }}</small>
-            </h4>
-            @if (loading) {
-              <p class="bkd-days-note">Loading data from accounts…</p>
-            }
-            @if (loadError) {
-              <p class="bkd-warn">{{ loadError }}</p>
-            }
-            @if (breakdown) {
-              @for (c of typeColumns; track c.value) {
-                @if (c.notice) {
-                  <p class="bkd-warn bkd-banner">{{ c.label }}: {{ c.notice }}</p>
-                }
-              }
-              <div class="bkd-acc-wrap bkd-matrix-wrap">
-                <table class="bkd-tbl bkd-matrix">
-                  <thead>
-                    <tr>
-                      <th>Bucket</th>
-                      <th>Days</th>
-                      <th>Dates</th>
-                      @for (c of typeColumns; track c.value) {
-                        <th
-                          class="bkd-num"
-                          [class.bkd-pick-liab]="c.side === 'liability'"
-                          [class.bkd-pick-asset]="c.side === 'asset'"
-                        >
-                          {{ c.label }}
-                        </th>
-                      }
-                      @if (typeHasLiability && typeHasAsset) {
-                        <th class="bkd-num bkd-pick-liab">Liabilities total</th>
-                        <th class="bkd-num bkd-pick-asset">Assets total</th>
-                      } @else if (typeColumns.length > 1) {
-                        <th class="bkd-num">Total</th>
-                      }
-                    </tr>
-                  </thead>
-                  <tbody>
-                    @for (r of typeMatrix; track r.label) {
-                      <tr [class.bkd-dim]="!r.liab && !r.asset">
-                        <td class="bkd-b-name">{{ r.label }}</td>
-                        <td>{{ r.days }}</td>
-                        <td>{{ r.dates }}</td>
-                        @for (v of r.cells; track $index) {
-                          <td class="bkd-num">{{ amountText(v) }}</td>
-                        }
-                        @if (typeHasLiability && typeHasAsset) {
-                          <td class="bkd-num">{{ amountText(r.liab) }}</td>
-                          <td class="bkd-num">{{ amountText(r.asset) }}</td>
-                        } @else if (typeColumns.length > 1) {
-                          <td class="bkd-num">{{ amountText(r.liab + r.asset) }}</td>
-                        }
-                      </tr>
-                    }
-                  </tbody>
-                  <tfoot>
-                    <tr>
-                      <td colspan="3">Total</td>
-                      @for (c of typeColumns; track c.value) {
-                        <td class="bkd-num">{{ amountText(c.total) }}</td>
-                      }
-                      @if (typeHasLiability && typeHasAsset) {
-                        <td class="bkd-num">{{ amountText(liabilityGrandTotal) }}</td>
-                        <td class="bkd-num">{{ amountText(assetGrandTotal) }}</td>
-                      } @else if (typeColumns.length > 1) {
-                        <td class="bkd-num">{{ amountText(liabilityGrandTotal + assetGrandTotal) }}</td>
-                      }
-                    </tr>
-                  </tfoot>
-                </table>
-              </div>
-              <p class="bkd-days-note">
-                Deposits and term loans are slotted by their own dates: a deposit once on its maturity date, a loan once
-                for each unpaid instalment on its due date. Anything already due goes in the first bucket (a loan
-                instalment follows the Overdue rule). CC / OD and NPA loans are divided by the bucket-wise % set for
-                them in the Configuration table. Deposit amounts are balances, loan amounts are principal; interest is a
-                separate line of the statement.
-              </p>
-            }
-          </section>
-        }
-
-        @if (reportShown && selectBy === 'accounts') {
-          <section class="bkd-report-out">
-            <h4 class="bkd-h4 bkd-report-title">
-              {{ picked.length }} {{ picked.length === 1 ? 'account' : 'accounts' }}
-              <small>as on {{ asOnIso }} &middot; Amounts in {{ unitWord }}</small>
-            </h4>
-            @if (reportLoading) {
-              <p class="bkd-days-note">Loading…</p>
-            }
-            @if (reportError) {
-              <p class="bkd-warn">{{ reportError }}</p>
-            }
-            @if (report; as rep) {
-              <table class="bkd-tbl bkd-focus-tbl">
-                <thead>
-                  <tr>
-                    <th>Bucket</th>
-                    <th>Days</th>
-                    <th>Dates</th>
-                    <th class="bkd-num">Amount</th>
-                    <th class="bkd-num">%</th>
-                    <th class="bkd-num">Entries</th>
-                  </tr>
-                </thead>
-                <tbody>
-                  @for (r of reportBuckets; track r.label) {
-                    <tr [class.bkd-dim]="!r.amount">
-                      <td class="bkd-b-name">{{ r.label }}</td>
-                      <td>{{ r.days }}</td>
-                      <td>{{ r.dates }}</td>
-                      <td class="bkd-num">{{ amountText(r.amount) }}</td>
-                      <td class="bkd-num">{{ r.amount ? (r.pct | number: '1.0-1') + '%' : '' }}</td>
-                      <td class="bkd-num">{{ r.count || '' }}</td>
-                    </tr>
-                  }
-                </tbody>
-                <tfoot>
-                  <tr>
-                    <td colspan="3">Total</td>
-                    <td class="bkd-num">{{ amountText(rep.total) }}</td>
-                    <td class="bkd-num">{{ rep.total ? '100%' : '' }}</td>
-                    <td class="bkd-num">{{ rep.count }}</td>
-                  </tr>
-                </tfoot>
-              </table>
-              <p class="bkd-days-note">
-                A deposit counts once, on its maturity date; a loan counts once for each unpaid instalment, on its due
-                date. Anything already due goes in the first bucket (a loan instalment follows the Overdue rule).
-                Deposit amounts are balances, loan amounts are the principal of each instalment; interest is a separate
-                line of the statement.
-              </p>
-
-              <h4 class="bkd-h4">Each entry</h4>
-              <div class="bkd-acc-wrap">
-                <table class="bkd-tbl bkd-acc">
-                  <thead>
-                    <tr>
-                      <th>Account</th>
-                      <th>Customer</th>
-                      <th>Product</th>
-                      <th>Due / maturity date</th>
-                      <th class="bkd-num">Days</th>
-                      <th>Bucket</th>
-                      <th>Status</th>
-                      <th class="bkd-num">Amount</th>
-                    </tr>
-                  </thead>
-                  <tbody>
-                    @for (r of rep.rows; track $index) {
-                      <tr>
-                        <td class="bkd-b-name">
-                          {{ r.kind }} {{ r.accountNo }}
-                          @if (r.installment) {
-                            <span class="bkd-b-hint">instalment {{ r.installment }}</span>
-                          }
-                        </td>
-                        <td>{{ r.customer }}</td>
-                        <td>
-                          {{ r.product }}
-                          @if (r.note) {
-                            <div class="bkd-warn">{{ r.note }}</div>
-                          }
-                        </td>
-                        <td>{{ r.date ? (r.date | date: 'dd-MMM-yyyy') : '—' }}</td>
-                        <td class="bkd-num">{{ r.days === null ? '' : r.days }}</td>
-                        <td>{{ bucketName(r.bucket) }}</td>
-                        <td>{{ r.status }}</td>
-                        <td class="bkd-num">{{ amountText(r.amount) }}</td>
-                      </tr>
-                    } @empty {
-                      <tr>
-                        <td colspan="8" class="bkd-empty">Nothing to show for these accounts on this date.</td>
-                      </tr>
-                    }
-                  </tbody>
-                </table>
-              </div>
-            }
-          </section>
-        }
-      </section>
-    } @else {
-      <section class="bkd-setup">
-        <div class="bkd-range-head">
-          <h4 class="bkd-h4 bkd-h4-first">Bucket ranges</h4>
-          <button type="button" class="bkd-btn bkd-btn-sm" [class.bkd-btn-on]="rangeEdit" (click)="toggleRangeEdit()">
-            {{ rangeEdit ? 'Done' : 'Edit' }}
-          </button>
-        </div>
-        <p class="bkd-days-intro">
-          @if (rangeEdit) {
-            Change the Start / End of a bucket, or add and remove buckets. When you change the End of a bucket, the
-            Start of the next one and its heading change with it.
-          } @else {
-            Start and End of each bucket. Click Edit to change, add or remove buckets.
-          }
-        </p>
-        <table class="bkd-tbl bkd-range">
-          <thead>
-            <tr>
-              <th>#</th>
-              <th>Start</th>
-              <th>End</th>
-              <th>Heading</th>
-              <th>Days / Dates</th>
-              @if (rangeEdit) {
-                <th></th>
-              }
-            </tr>
-          </thead>
-          <tbody>
-            @for (b of cfg.buckets; track $index) {
-              <tr>
-                <td class="bkd-range-n">{{ $index + 1 }}</td>
-                <td>
-                  @if (fromOf($index); as f) {
-                    @if (rangeEdit) {
-                      <span class="bkd-span-edit">
-                        <input
-                          type="number"
-                          min="1"
-                          [ngModel]="f.n"
-                          (ngModelChange)="setFrom($index, { n: $event })"
-                          aria-label="Start"
-                        />
-                        <select
-                          [ngModel]="f.unit"
-                          (ngModelChange)="setFrom($index, { unit: $event })"
-                          aria-label="Start unit"
-                        >
-                          <option value="day">d</option>
-                          <option value="month">m</option>
-                          <option value="year">y</option>
-                        </select>
-                      </span>
-                    } @else {
-                      <span class="bkd-range-val">{{ f.n }} {{ unitLetter(f.unit) }}</span>
-                    }
-                  }
-                </td>
-                <td>
-                  @if (b.upTo; as t) {
-                    @if (rangeEdit) {
-                      <span class="bkd-span-edit">
-                        <input
-                          type="number"
-                          min="1"
-                          [ngModel]="t.n"
-                          (ngModelChange)="setTo($index, { n: $event })"
-                          aria-label="End"
-                        />
-                        <select
-                          [ngModel]="t.unit"
-                          (ngModelChange)="setTo($index, { unit: $event })"
-                          aria-label="End unit"
-                        >
-                          <option value="day">d</option>
-                          <option value="month">m</option>
-                          <option value="year">y</option>
-                        </select>
-                      </span>
-                    } @else {
-                      <span class="bkd-range-val">{{ t.n }} {{ unitLetter(t.unit) }}</span>
-                    }
-                  } @else {
-                    <span class="bkd-none">end</span>
-                  }
-                </td>
-                <td class="bkd-b-name">
-                  {{ b.label }}
-                  @if (rangeProblem($index); as problem) {
-                    <div class="bkd-warn">{{ problem }}</div>
-                  }
-                </td>
-                <td class="bkd-b-hint">
-                  @if (windows[$index]; as w) {
-                    {{ dayRange(w) }} &middot; {{ dateRange(w) }}
-                  }
-                </td>
-                @if (rangeEdit) {
-                  <td>
-                    @if (cfg.buckets.length > 2) {
-                      <button
-                        type="button"
-                        class="bkd-x"
-                        (click)="removeBucket($index)"
-                        matTooltip="Remove this bucket"
-                        aria-label="Remove bucket"
-                      >
-                        &#10005;
-                      </button>
-                    }
-                  </td>
-                }
-              </tr>
-            }
-          </tbody>
-        </table>
-
-        @if (rangeEdit) {
-          <!-- A bucket the rules did not have yesterday: add it here, it lands in date order -->
-          <div class="bkd-addbucket">
-            <span class="bkd-addbucket-title">+ Add a bucket ending at:</span>
-            <span class="bkd-span-edit">
-              <input type="number" min="1" [(ngModel)]="newEnd.n" aria-label="End of the new bucket" />
-              <select [(ngModel)]="newEnd.unit" aria-label="Unit of the new bucket">
-                <option value="day">d</option>
-                <option value="month">m</option>
-                <option value="year">y</option>
-              </select>
-            </span>
-            <button type="button" class="bkd-btn bkd-btn-sm" (click)="addBucket()">Add</button>
-            <span class="bkd-b-hint">
-              It is placed in the right position automatically and splits the bucket it falls inside into two.
-            </span>
-          </div>
-        }
-
-        <div class="bkd-calc">
-          <label>
-            <span>Check a maturity date</span>
-            <input type="date" [(ngModel)]="maturityIso" aria-label="Maturity date" />
-          </label>
-          @if (dayCheck; as c) {
-            <div class="bkd-calc-out">
-              @if (c.due) {
-                <strong>Already due</strong> ({{ -c.days }} days ago) &rarr; <strong>{{ c.bucket }}</strong>
-              } @else {
-                <strong>{{ c.days }} days left</strong> &rarr; <strong>{{ c.bucket }}</strong>
-              }
-            </div>
-          } @else {
-            <div class="bkd-calc-out bkd-none">Pick a maturity date and its bucket will show here.</div>
-          }
-        </div>
-      </section>
-
-      <!-- ═══ The configuration table, laid out like the filed statement ═══ -->
-      @for (sec of sections; track sec.side) {
-        <div class="bkd-sheet-wrap">
-          <table class="bkd-sheet">
-            <thead>
-              <tr>
-                <th colspan="3" rowspan="2" class="s-title">{{ sec.title }}</th>
-                <th [attr.colspan]="cfg.buckets.length" class="s-span">RESIDUAL MATURITY</th>
-                <th rowspan="2" class="s-total-h">Total</th>
-                @if (editMode) {
-                  <th rowspan="2" class="s-tools-h">Line</th>
-                }
-              </tr>
-              <tr>
-                @for (b of cfg.buckets; track $index) {
-                  <th class="s-bucket">{{ b.label }}</th>
-                }
-              </tr>
-            </thead>
-            <tbody>
-              @for (item of itemsOf(sec.side); track item.id) {
-                @if (item.header) {
-                  <tr class="s-head">
-                    <td class="s-ref">
-                      @if (editMode) {
-                        <input type="text" [(ngModel)]="item.ref" (ngModelChange)="changed()" aria-label="Number" />
-                      } @else {
-                        {{ item.ref }}
-                      }
-                    </td>
-                    <td colspan="2" class="s-name">
-                      @if (editMode) {
-                        <input type="text" [(ngModel)]="item.name" (ngModelChange)="changed()" aria-label="Naam" />
-                      } @else {
-                        {{ item.name }}
-                      }
-                    </td>
-                    <td [attr.colspan]="cfg.buckets.length + 1" class="s-head-fill"></td>
-                    @if (editMode) {
-                      <td class="s-tools">
-                        <button type="button" class="bkd-x" (click)="removeLine(item)" aria-label="Hatayein">
-                          &#10005;
-                        </button>
-                      </td>
-                    }
-                  </tr>
-                } @else {
-                  <tr [class.s-off]="item.included === false">
-                    <td class="s-ref">
-                      @if (editMode) {
-                        <input type="text" [(ngModel)]="item.ref" (ngModelChange)="changed()" aria-label="Number" />
-                      } @else {
-                        {{ item.ref }}
-                      }
-                    </td>
-                    <td
-                      class="s-name"
-                      [class.s-sub]="item.level === 1"
-                      [matTooltip]="item.reason"
-                      matTooltipPosition="above"
-                    >
-                      @if (editMode) {
-                        <input type="text" [(ngModel)]="item.name" (ngModelChange)="changed()" aria-label="Naam" />
-                      } @else {
-                        {{ item.name }}
-                      }
-                    </td>
-                    <td class="s-rule">
-                      <select
-                        [ngModel]="item.rule"
-                        (ngModelChange)="ruleChanged(item, $event)"
-                        aria-label="Rule"
-                        [matTooltip]="item.reason"
-                      >
-                        @for (r of ruleOptions; track r.value) {
-                          <option [value]="r.value">{{ r.label }}</option>
-                        }
-                      </select>
-                      @if (item.rule === 'maturity' || item.rule === 'behavioural') {
-                        <!-- Which accounts fill a due-date line, or give a percentage-split line its total -->
-                        <select
-                          class="s-src"
-                          [(ngModel)]="item.source"
-                          (ngModelChange)="changed()"
-                          aria-label="Which accounts the amount comes from"
-                          matTooltip="Which accounts the amount of this line comes from"
-                        >
-                          @for (o of sourceOptions; track o.value) {
-                            <option [value]="o.value">{{ o.label }}</option>
-                          }
-                        </select>
-                      }
-                    </td>
-
-                    @if (item.rule === 'maturity') {
-                      @if (autoAmounts(item); as amounts) {
-                        <!-- Filled by the accounts themselves, each in the bucket of its own date -->
-                        @for (v of amounts; track $index) {
-                          <td class="s-auto" [class.s-auto-zero]="!v">{{ amountText(v) }}</td>
-                        }
-                        <td class="s-tot s-auto-total" [matTooltip]="autoAccounts(item) + ' accounts'">
-                          {{ amountText(autoTotal(amounts)) }}
-                        </td>
-                      } @else {
-                        <td [attr.colspan]="cfg.buckets.length" class="s-due">
-                          @if (!item.source) {
-                            This line has to be filled by hand: it has no account source yet
-                          } @else if (loading) {
-                            Data aa raha hai…
-                          } @else {
-                            No data came from the accounts
-                          }
-                        </td>
-                        <td class="s-tot">&mdash;</td>
-                      }
-                    } @else if (item.rule === 'fixed') {
-                      <!-- A fixed line sits in one bucket: click the bucket it should move to -->
-                      @for (b of cfg.buckets; track $index) {
-                        <td
-                          class="s-cell s-pick"
-                          [class.s-cell-on]="share(item, $index) !== null"
-                          role="button"
-                          tabindex="0"
-                          [attr.aria-label]="'Put it in ' + b.label"
-                          [matTooltip]="share(item, $index) !== null ? b.label : 'Yahan le jaayein: ' + b.label"
-                          (click)="setFixed(item, $index)"
-                          (keydown.enter)="setFixed(item, $index)"
-                          (keydown.space)="setFixed(item, $index); $event.preventDefault()"
-                        >
-                          {{ share(item, $index) !== null ? '100%' : '' }}
-                        </td>
-                      }
-                    } @else {
-                      @for (b of cfg.buckets; track $index) {
-                        <td class="s-cell s-cell-input" [class.s-cell-on]="share(item, $index) !== null">
-                          <input
-                            type="number"
-                            min="0"
-                            max="100"
-                            step="any"
-                            placeholder="%"
-                            [ngModel]="share(item, $index)"
-                            (ngModelChange)="setShare(item, $index, $event)"
-                            [attr.aria-label]="b.label"
-                          />
-                        </td>
-                      }
-                      <td
-                        class="s-tot"
-                        [class.s-tot-ok]="rowState(item) === 'ok'"
-                        [class.s-tot-bad]="rowState(item) === 'bad'"
-                        [class.s-tot-todo]="rowState(item) === 'todo'"
-                      >
-                        {{ rowState(item) === 'todo' ? 'fill in' : rowTotal(item) + '%' }}
-                      </td>
-                    }
-
-                    @if (editMode) {
-                      <td class="s-tools">
-                        <label class="s-incl" matTooltip="Show in report">
-                          <input
-                            type="checkbox"
-                            [ngModel]="item.included !== false"
-                            (ngModelChange)="item.included = $event; changed()"
-                            aria-label="In report"
-                          />
-                        </label>
-                        <button type="button" class="bkd-x" (click)="removeLine(item)" aria-label="Hatayein">
-                          &#10005;
-                        </button>
-                      </td>
-                    }
-                  </tr>
-                }
-              }
-            </tbody>
-          </table>
-          @if (editMode) {
-            <button type="button" class="bkd-btn bkd-btn-sm s-add" (click)="addLine(sec.side)">
-              + Add {{ sec.title === 'OUTFLOWS' ? 'an Outflow' : 'an Inflow' }} line
-            </button>
-          }
-        </div>
-      }
-
-      @if (editMode) {
-        <div class="bkd-bucket-edit">
-          <div class="bkd-editor-sub">Bucket names and day span</div>
-          @for (b of cfg.buckets; track $index) {
-            <div class="bkd-bucket-edit-row">
-              <span class="bkd-step-n">{{ $index + 1 }}</span>
-              <input type="text" [(ngModel)]="b.label" (ngModelChange)="changed()" aria-label="Bucket name" />
-              <input type="text" [(ngModel)]="b.hint" (ngModelChange)="changed()" aria-label="Bucket description" />
-              <div class="bkd-span">
-                @if (b.upTo) {
-                  <input
-                    type="number"
-                    min="1"
-                    [(ngModel)]="b.upTo.n"
-                    (ngModelChange)="bucketsChanged()"
-                    aria-label="How far it reaches"
-                  />
-                  <select [(ngModel)]="b.upTo.unit" (ngModelChange)="bucketsChanged()" aria-label="Unit">
-                    <option value="day">d</option>
-                    <option value="month">m</option>
-                    <option value="year">y</option>
-                  </select>
-                } @else {
-                  <span class="bkd-none">No end</span>
-                }
-                <label class="bkd-check">
-                  <input
-                    type="checkbox"
-                    [ngModel]="!b.upTo"
-                    (ngModelChange)="setOpenEnded(b, $event)"
-                    aria-label="No end"
-                  />
-                  No end
-                </label>
-              </div>
-            </div>
-          }
-
-          @if (cfg.overdue; as o) {
-            <div class="bkd-editor-sub bkd-overdue-title">Overdue (due but not received): which bucket</div>
-            <div class="bkd-overdue">
-              <label>
-                <span>Overdue less than a month</span>
-                <select [(ngModel)]="o.recent" (ngModelChange)="bucketsChanged()" aria-label="Recent overdue bucket">
-                  @for (b of cfg.buckets; track $index) {
-                    <option [ngValue]="$index">{{ b.label }}</option>
-                  }
-                </select>
-              </label>
-              <label>
-                <span>Overdue more than a month</span>
-                <select [(ngModel)]="o.old" (ngModelChange)="bucketsChanged()" aria-label="Old overdue bucket">
-                  @for (b of cfg.buckets; track $index) {
-                    <option [ngValue]="$index">{{ b.label }}</option>
-                  }
-                </select>
-              </label>
-            </div>
-          }
-        </div>
-      }
-
-      <!-- What the accounts could not put in a date bucket, so nothing is silently left out -->
-      @if (breakdown; as b) {
-        <section class="bkd-apart-box">
-          <h4 class="bkd-h4">Shown separately (not slotted by date)</h4>
-          <ul class="bkd-apart">
-            @for (n of b.notSlotted; track n.key) {
-              <li>
-                <strong>{{ n.label }}</strong> &mdash; {{ n.accounts }} loan, outstanding
-                {{ amountText(n.outstanding) }}
-                <div class="bkd-b-hint">{{ n.why }}</div>
-              </li>
-            }
-          </ul>
-          <ul class="bkd-notes">
-            @for (note of b.notes; track note) {
-              <li>{{ note }}</li>
-            }
-          </ul>
-        </section>
-      }
-
-      <!-- ═══ What the report will show ═══ -->
-      <section class="bkd-report">
-        <h3 class="bkd-h3">What the report will show</h3>
-        <div class="bkd-report-card">
-          <div class="r-title">Statement of Structural Liquidity as on {{ asOnIso }}</div>
-          <div class="r-sub">( Amounts in {{ unitWord }} )</div>
-        </div>
-        <ul class="bkd-report-list">
-          <li>
-            Two tables, <strong>OUTFLOWS</strong> and <strong>INFLOWS</strong>, with the lines above. Each line’s amount
-            sits in its bucket, with a <strong>Total</strong> in the last column.
-          </li>
-          <li><strong>A. TOTAL OUTFLOWS</strong> &mdash; the sum of all outflow lines, bucket by bucket.</li>
-          <li><strong>B. TOTAL INFLOWS</strong> &mdash; the sum of all inflow lines, bucket by bucket.</li>
-          <li><strong>C. MISMATCH (B − A)</strong> &mdash; inflow minus outflow, in each bucket.</li>
-          <li>
-            <strong>D. CUMULATIVE MISMATCH</strong> &mdash; running total of C, from the first bucket up to that bucket.
-          </li>
-          <li><strong>E. C as % to A</strong> &mdash; mismatch divided by outflow, times 100.</li>
-          @for (l of cfg.limits; track $index) {
-            <li class="bkd-limit">
-              <strong>{{ cfg.buckets[l.bucket]?.label }}</strong
-              >: negative mismatch must not exceed {{ l.pct }}%. The report shows it in red when it does.
-            </li>
-          }
-        </ul>
-        <p class="bkd-days-note">
-          Where the amount comes from: <strong>By due date</strong> lines take their data from FD, RD and Loan accounts.
-          <strong>Fixed</strong>, <strong>Split</strong> and <strong>By study</strong> lines take the ledger (GL)
-          balance and apply the % above. Lines with no register have to be filled in by hand.
-        </p>
-      </section>
-    }
-  </div>
-</div>

src/app/home/dashboard/alm-bucket-breakdown-dialog/alm-bucket-breakdown-dialog.component.ts

@@ -1,962 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { Component, DestroyRef, inject } from '@angular/core';
-import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
-import { Subject, catchError, debounceTime, of, switchMap } from 'rxjs';
-import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
-import { MatDialogRef, MatDialogModule } from '@angular/material/dialog';
-import { MatTooltipModule } from '@angular/material/tooltip';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { businessTodayIso } from 'app/core/utils/business-today';
-import {
-  AlmBucket,
-  AlmConfig,
-  AlmItem,
-  AlmRule,
-  AlmSide,
-  AlmPlacement,
-  AlmSource,
-  AlmSpan,
-  AlmUnit,
-  RULE_OPTIONS,
-  SHARE_SOURCES,
-  SOURCE_OPTIONS,
-  defaultConfig
-} from './alm-bucket-breakdown.config';
-import {
-  BucketWindow,
-  addSpan,
-  bucketIndexFor,
-  bucketLabel,
-  bucketWindows,
-  dayRangeText,
-  daysBetween,
-  formatDate,
-  fromSpanOf,
-  parseIsoDate,
-  setFromSpan
-} from './alm-bucket.util';
-import { AccountHit, AccountRow, AlmMaturityService, MaturityBreakdown, SelectedReport } from './alm-maturity.service';
-
-type AmountUnit = 'rupee' | 'lakh' | 'crore';
-
-/** How a line's shares stand: whether the bank still has something to fill in. */
-type RowState = 'spread' | 'ok' | 'todo' | 'bad';
-
-/** Which of the server's account groups each source adds together. */
-const SOURCE_GROUPS: Record<'FD_RD' | 'FD' | 'RD' | 'LOAN', string[]> = {
-  FD_RD: [
-    'FD',
-    'RD'
-  ],
-  FD: ['FD'],
-  RD: ['RD'],
-  LOAN: ['LOAN']
-};
-
-/** The two tables of the statement, in the order it prints them. */
-const SECTIONS: { side: AlmSide; title: string }[] = [
-  { side: 'liability', title: 'OUTFLOWS' },
-  { side: 'asset', title: 'INFLOWS' }
-];
-
-/**
- * Where the browser keeps the bank's edits. Same arrangement as the OSS GL mapping: there is no
- * backend table for this yet, so the setting belongs to the browser it was made in. The suffix is
- * the shape of what is stored; a different shape starts again from RBI's defaults.
- */
-const STORAGE_KEY = 'alm_bucket_breakdown_config_v2';
-
-/**
- * ALM Time-Bucket Breakdown — the configuration of the Structural Liquidity Statement.
- *
- * One table laid out like the statement the bank files: the same numbered Outflow and Inflow lines
- * down the side, the same residual-maturity buckets across the top. Each line says how its balance
- * is slotted — wholly in one bucket, by the due date of each account, or by percentages the bank
- * sets. The statement itself is computed from this configuration.
- *
- * Rules start from RBI's Urban Co-operative Bank defaults but none is fixed: every line, bucket and
- * percentage can be edited, and "Reset" returns to RBI's.
- */
-@Component({
-  selector: 'mifosx-alm-bucket-breakdown-dialog',
-  standalone: true,
-  templateUrl: './alm-bucket-breakdown-dialog.component.html',
-  styleUrls: ['./alm-bucket-breakdown-dialog.component.scss'],
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatDialogModule,
-    MatTooltipModule,
-    FaIconComponent
-  ]
-})
-export class AlmBucketBreakdownDialogComponent {
-  private dialogRef = inject(MatDialogRef<AlmBucketBreakdownDialogComponent>);
-  private service = inject(AlmMaturityService);
-  private destroyRef = inject(DestroyRef);
-
-  readonly ruleOptions = RULE_OPTIONS;
-  readonly sourceOptions = SOURCE_OPTIONS;
-  readonly sections = SECTIONS;
-
-  cfg: AlmConfig = this.load();
-  /** Which tab is open: the day breakdown of one product, or the statement's configuration table. */
-  view: 'days' | 'config' = 'days';
-  /** Lines can be renamed, added, removed and left out of the report only while this is on. */
-  editMode = false;
-
-  /** The date the buckets are counted from — the business date, not the browser's clock. */
-  asOnIso = businessTodayIso();
-  /** Maturity typed into the day calculator. */
-  maturityIso = '';
-
-  /** Amounts come back in rupees; the bank reads them in lakhs unless told otherwise. */
-  readonly units: { value: AmountUnit; label: string; divisor: number }[] = [
-    { value: 'rupee', label: '₹ (rupaye)', divisor: 1 },
-    { value: 'lakh', label: 'Lakh', divisor: 100_000 },
-    { value: 'crore', label: 'Crore', divisor: 10_000_000 }
-  ];
-  unit: AmountUnit = 'lakh';
-
-  /** FD / RD / loan totals per bucket for the as-on date, from the server. */
-  breakdown: MaturityBreakdown | null = null;
-  loading = false;
-  loadError = '';
-  /** Only the newest request's answer may land; a slow earlier one must not overwrite it. */
-  private loadSeq = 0;
-
-  constructor() {
-    this.watchSearch();
-    this.loadBreakdown();
-  }
-
-  // ── The configuration table ──
-
-  /** The lines of one table, headings included, in statement order. */
-  itemsOf(side: AlmSide): AlmItem[] {
-    return this.cfg.items.filter((i) => i.side === side);
-  }
-
-  /** Columns across a table: reference, line, rule, every bucket, total, and the row tools while editing. */
-  get columnCount(): number {
-    return 3 + this.cfg.buckets.length + 1 + (this.editMode ? 1 : 0);
-  }
-
-  /** Share of a line's balance that goes to one bucket, or null when none does. */
-  share(item: AlmItem, bucket: number): number | null {
-    const placed = item.placements.filter((p) => p.bucket === bucket);
-    if (!placed.length) {
-      return null;
-    }
-    const explicit = placed.filter((p) => p.pct !== null && p.pct !== undefined && `${p.pct}` !== '');
-    if (explicit.length) {
-      return explicit.reduce((sum, p) => sum + Number(p.pct), 0);
-    }
-    // No share written down: a line with one bucket puts the whole balance there.
-    return item.placements.length === 1 ? 100 : null;
-  }
-
-  /** Set the share going to one bucket; empty or zero takes the bucket out of the line. */
-  setShare(item: AlmItem, bucket: number, raw: number | string | null): void {
-    const value = raw === null || raw === '' ? 0 : Math.max(0, Math.min(100, Number(raw)));
-    const rest = item.placements.filter((p) => p.bucket !== bucket);
-    if (value > 0 && !Number.isNaN(value)) {
-      const kept = item.placements.find((p) => p.bucket === bucket);
-      rest.push({ bucket, pct: value, label: kept?.label });
-    }
-    item.placements = rest.sort((a, b) => a.bucket - b.bucket);
-    this.changed();
-  }
-
-  /**
-   * The amounts a due-date line gets from its accounts, in rupees; null while there is nothing to
-   * show (no source chosen, not loaded yet, or the server could not answer).
-   */
-  autoAmounts(item: AlmItem): number[] | null {
-    return item.rule === 'maturity' ? this.itemAmounts(item) : null;
-  }
-
-  /**
-   * What a line has in each bucket, in rupees. Deposits and term loans come bucket by bucket from
-   * their own dates; cash-credit and NPA loans come as one outstanding figure that the line's own
-   * percentages divide. Null when the line has no accounts behind it, or nothing has loaded yet.
-   */
-  itemAmounts(item: AlmItem | null): number[] | null {
-    return item?.source ? this.amountsOf(item.source, item) : null;
-  }
-
-  /**
-   * What one kind of account has in each bucket. For cash-credit and NPA loans the percentages come
-   * from the statement line that names that kind, and are zero until that line has them.
-   */
-  private amountsOf(source: AlmSource, line: AlmItem | null): number[] | null {
-    if (!this.breakdown) {
-      return null;
-    }
-    if (SHARE_SOURCES.includes(source)) {
-      const outstanding = this.apartLine(source)?.outstanding ?? 0;
-      return this.cfg.buckets.map((_b, i) => (outstanding * (line ? (this.share(line, i) ?? 0) : 0)) / 100);
-    }
-    const keys = SOURCE_GROUPS[source as keyof typeof SOURCE_GROUPS];
-    const groups = this.breakdown.groups.filter((g) => keys?.includes(g.key));
-    if (!groups.length) {
-      return null;
-    }
-    return this.cfg.buckets.map((_b, i) => groups.reduce((sum, g) => sum + (g.buckets[i] ?? 0), 0));
-  }
-
-  /** The loans the server reports apart from the date buckets: CC/OD, or NPA. */
-  private apartLine(source: AlmSource): { outstanding: number; accounts: number } | undefined {
-    const key = source === 'CCOD' ? 'REVOLVING' : 'NPA';
-    return this.breakdown?.notSlotted.find((n) => n.key === key);
-  }
-
-  /** Accounts behind a line, for the tooltip and the day view's total. */
-  autoAccounts(item: AlmItem | null): number {
-    const source = item?.source;
-    if (!source || !this.breakdown) {
-      return 0;
-    }
-    if (SHARE_SOURCES.includes(source)) {
-      return this.apartLine(source)?.accounts ?? 0;
-    }
-    const keys = SOURCE_GROUPS[source as keyof typeof SOURCE_GROUPS] ?? [];
-    return this.breakdown.groups.filter((g) => keys.includes(g.key)).reduce((sum, g) => sum + g.accounts, 0);
-  }
-
-  autoTotal(amounts: number[]): number {
-    return amounts.reduce((sum, v) => sum + v, 0);
-  }
-
-  // ── Picking kinds of account ──
-
-  /** Whether the day-wise breakdown is by kind of account, or for individual accounts found by search. */
-  selectBy: 'types' | 'accounts' = 'types';
-
-  /** The kinds of account that can be picked, on the liability and the asset side. */
-  readonly pickTypes: { value: AlmSource; label: string; side: AlmSide }[] = [
-    { value: 'FD', label: 'Fixed Deposits (FD)', side: 'liability' },
-    { value: 'RD', label: 'Recurring Deposits (RD)', side: 'liability' },
-    { value: 'LOAN', label: 'Term Loans', side: 'asset' },
-    { value: 'CCOD', label: 'CC / OD Loans', side: 'asset' },
-    { value: 'NPA', label: 'NPA Loans', side: 'asset' }
-  ];
-
-  /** The kinds picked; any number of them, from either side. */
-  pickedTypes: AlmSource[] = [
-    'FD',
-    'RD'
-  ];
-
-  get pickGroups(): { side: AlmSide; title: string; items: { value: AlmSource; label: string; side: AlmSide }[] }[] {
-    return [
-      {
-        side: 'liability',
-        title: 'Liabilities: deposits (customers)',
-        items: this.pickTypes.filter((t) => t.side === 'liability')
-      },
-      { side: 'asset', title: 'Assets: loans (customers)', items: this.pickTypes.filter((t) => t.side === 'asset') }
-    ];
-  }
-
-  setSelectBy(mode: 'types' | 'accounts'): void {
-    this.selectBy = mode;
-    this.reportShown = false;
-  }
-
-  isTypePicked(value: AlmSource): boolean {
-    return this.pickedTypes.includes(value);
-  }
-
-  /** Tick or untick a kind. Any number can be ticked together; a report already open is put away. */
-  toggleType(value: AlmSource): void {
-    this.pickedTypes = this.isTypePicked(value) ? this.pickedTypes.filter((v) => v !== value) : [
-          ...this.pickedTypes,
-          value
-        ];
-    this.reportShown = false;
-  }
-
-  selectAllTypes(): void {
-    this.pickedTypes = this.pickTypes.map((t) => t.value);
-    this.reportShown = false;
-  }
-
-  clearTypes(): void {
-    this.pickedTypes = [];
-    this.reportShown = false;
-  }
-
-  /** One column per kind picked: what it has in every bucket, and a note where something is still to be filled in. */
-  get typeColumns(): {
-    value: AlmSource;
-    label: string;
-    side: AlmSide;
-    amounts: number[];
-    total: number;
-    notice: string;
-  }[] {
-    return this.pickTypes
-      .filter((t) => this.isTypePicked(t.value))
-      .map((t) => {
-        const amounts =
-          this.amountsOf(t.value, this.cfg.items.find((i) => !i.header && i.source === t.value) ?? null) ??
-          this.cfg.buckets.map(() => 0);
-        const total = this.autoTotal(amounts);
-        const outstanding = SHARE_SOURCES.includes(t.value) ? (this.apartLine(t.value)?.outstanding ?? 0) : 0;
-        const notice =
-          outstanding > 0 && total === 0
-            ? `The bucket-wise % for this kind are not filled in yet, so nothing is divided. Fill them in the Configuration table (outstanding is ${this.amountText(outstanding)}).`
-            : '';
-        return { value: t.value, label: t.label, side: t.side, amounts, total, notice };
-      });
-  }
-
-  /** One row per bucket across the picked kinds, with the liability and asset sides added up separately. */
-  get typeMatrix(): { label: string; days: string; dates: string; cells: number[]; liab: number; asset: number }[] {
-    const cols = this.typeColumns;
-    return this.windows.map((w, i) => {
-      const cells = cols.map((c) => c.amounts[i] ?? 0);
-      return {
-        label: this.cfg.buckets[i]?.label ?? w.label,
-        days: dayRangeText(w),
-        dates: this.dateRange(w),
-        cells,
-        liab: cols.reduce((sum, c, k) => sum + (c.side === 'liability' ? cells[k] : 0), 0),
-        asset: cols.reduce((sum, c, k) => sum + (c.side === 'asset' ? cells[k] : 0), 0)
-      };
-    });
-  }
-
-  get liabilityGrandTotal(): number {
-    return this.typeColumns.reduce((sum, c) => sum + (c.side === 'liability' ? c.total : 0), 0);
-  }
-
-  get assetGrandTotal(): number {
-    return this.typeColumns.reduce((sum, c) => sum + (c.side === 'asset' ? c.total : 0), 0);
-  }
-
-  get typeHasLiability(): boolean {
-    return this.typeColumns.some((c) => c.side === 'liability');
-  }
-
-  get typeHasAsset(): boolean {
-    return this.typeColumns.some((c) => c.side === 'asset');
-  }
-
-  // ── Picking accounts one by one ──
-
-  /** What is typed in the search box. */
-  searchText = '';
-  /** Which kind of account the search looks in: all, or one kind. */
-  searchKind: '' | 'FD' | 'RD' | 'LOAN' = '';
-  searchResults: AccountHit[] = [];
-  searching = false;
-  searchError = '';
-  /** The accounts picked so far. */
-  picked: AccountHit[] = [];
-  private searchTyped = new Subject<void>();
-
-  /** Whether the report of the picked accounts is on screen: only after Submit, and until the picks or the date change. */
-  reportShown = false;
-  report: SelectedReport | null = null;
-  reportLoading = false;
-  reportError = '';
-  /** Only the newest request's answer may land; a slow earlier one must not overwrite it. */
-  private reportSeq = 0;
-
-  /** Set up the search so it waits for typing to pause, and a slow answer to an old search never replaces a newer one. */
-  private watchSearch(): void {
-    this.searchTyped
-      .pipe(
-        debounceTime(300),
-        switchMap(() =>
-          this.service.searchAccounts(this.searchText.trim(), this.searchKind).pipe(
-            catchError((err) => {
-              this.searchError =
-                err?.error?.defaultUserMessage ||
-                err?.error?.developerMessage ||
-                'Search failed. The backend needs a restart with the new endpoint.';
-              return of({ results: [] as AccountHit[] });
-            })
-          )
-        ),
-        takeUntilDestroyed(this.destroyRef)
-      )
-      .subscribe((found) => {
-        this.searching = false;
-        this.searchResults = found.results;
-      });
-  }
-
-  /** Typing or changing the kind: search again once typing pauses. */
-  onSearchInput(): void {
-    this.searchError = '';
-    if (this.searchText.trim().length < 2) {
-      this.searchResults = [];
-      this.searching = false;
-      return;
-    }
-    this.searching = true;
-    this.searchTyped.next();
-  }
-
-  /** Whether an account is already picked. */
-  isPicked(hit: AccountHit): boolean {
-    return this.picked.some((p) => p.kind === hit.kind && p.id === hit.id);
-  }
-
-  pick(hit: AccountHit): void {
-    if (!this.isPicked(hit)) {
-      this.picked = [
-        ...this.picked,
-        hit
-      ];
-      this.reportShown = false;
-    }
-  }
-
-  unpick(hit: AccountHit): void {
-    this.picked = this.picked.filter((p) => !(p.kind === hit.kind && p.id === hit.id));
-    this.reportShown = false;
-  }
-
-  clearPicked(): void {
-    this.picked = [];
-    this.reportShown = false;
-  }
-
-  /** Show the day-wise breakdown of the picked accounts for the chosen date. */
-  submitReport(): void {
-    if (this.selectBy === 'types') {
-      if (this.pickedTypes.length) {
-        this.reportShown = true;
-        this.loadBreakdown();
-      }
-      return;
-    }
-    if (!this.picked.length) {
-      return;
-    }
-    this.reportShown = true;
-    this.loadReport();
-  }
-
-  /** Whether Submit has anything to submit. */
-  get canSubmit(): boolean {
-    return this.selectBy === 'types' ? this.pickedTypes.length > 0 : this.picked.length > 0;
-  }
-
-  /** Fetch the report of the picked accounts; also called again when the bucket setting changes under an open report. */
-  private loadReport(): void {
-    const seq = ++this.reportSeq;
-    this.reportError = '';
-    if (!parseIsoDate(this.asOnIso)) {
-      this.report = null;
-      this.reportError = 'The as-on date is not valid.';
-      return;
-    }
-    if (this.bucketSpecInvalid) {
-      this.report = null;
-      this.reportError = 'Only the last bucket may have no end; every other bucket needs an end.';
-      return;
-    }
-    this.reportLoading = true;
-    this.service
-      .getSelected(this.picked.map((p) => `${p.kind}:${p.id}`).join(','), {
-        asOnDate: this.asOnIso,
-        buckets: this.edgeSpec,
-        overdueRecentBucket: this.cfg.overdue?.recent ?? 0,
-        overdueOldBucket: this.cfg.overdue?.old ?? 2
-      })
-      .pipe(takeUntilDestroyed(this.destroyRef))
-      .subscribe({
-        next: (result) => {
-          if (seq === this.reportSeq) {
-            this.reportLoading = false;
-            this.report = result;
-          }
-        },
-        error: (err) => {
-          if (seq === this.reportSeq) {
-            this.reportLoading = false;
-            this.report = null;
-            this.reportError =
-              err?.error?.defaultUserMessage ||
-              err?.error?.developerMessage ||
-              'No data came back. The backend needs a restart with the new endpoint.';
-          }
-        }
-      });
-  }
-
-  /** A new as-on date means a new report: put the old one away until Submit is pressed again. */
-  onAsOnChange(): void {
-    this.reportShown = false;
-    this.loadBreakdown();
-  }
-
-  /** The report by bucket: what the picked accounts put in each one, with the days and dates of the bucket. */
-  get reportBuckets(): { label: string; days: string; dates: string; amount: number; count: number; pct: number }[] {
-    const rows = this.report?.rows ?? [];
-    const total = rows.reduce((sum, r) => sum + r.amount, 0);
-    return this.windows.map((w, i) => {
-      const inBucket = rows.filter((r) => r.bucket === i);
-      const amount = inBucket.reduce((sum, r) => sum + r.amount, 0);
-      return {
-        label: this.cfg.buckets[i]?.label ?? w.label,
-        days: dayRangeText(w),
-        dates: this.dateRange(w),
-        amount,
-        count: inBucket.length,
-        pct: total ? (amount / total) * 100 : 0
-      };
-    });
-  }
-
-  bucketName(index: number | null): string {
-    return index === null ? '' : (this.cfg.buckets[index]?.label ?? '');
-  }
-
-  // ── The bucket ranges, as a From / To table ──
-
-  /** Where a bucket starts, as the table writes it; null for the first, which always starts on day 1. */
-  fromOf(index: number): AlmSpan | null {
-    return fromSpanOf(this.cfg.buckets, index);
-  }
-
-  /** Change where a bucket starts. That is where the one before it ends, so that one moves too. */
-  setFrom(index: number, change: { n?: number | string; unit?: AlmUnit }): void {
-    const current = this.fromOf(index);
-    if (!current) {
-      return;
-    }
-    const n = change.n !== undefined ? Number(change.n) : current.n;
-    this.applyRange(index - 1, () =>
-      setFromSpan(this.cfg.buckets, index, { n: n > 0 ? n : 1, unit: change.unit ?? current.unit })
-    );
-  }
-
-  /** Change where a bucket ends. */
-  setTo(index: number, change: { n?: number | string; unit?: AlmUnit }): void {
-    const current = this.cfg.buckets[index]?.upTo;
-    if (!current) {
-      return;
-    }
-    const n = change.n !== undefined ? Number(change.n) : current.n;
-    this.applyRange(index, () => {
-      this.cfg.buckets[index].upTo = { n: n > 0 ? n : 1, unit: change.unit ?? current.unit };
-    });
-  }
-
-  /**
-   * Apply a change to the end of one bucket, and keep the headings of the two buckets it touches in
-   * step — but only a heading still worded the way the table would word it; one the bank has typed
-   * over is left alone.
-   */
-  private applyRange(endingIndex: number, apply: () => void): void {
-    const touched = [
-      endingIndex,
-      endingIndex + 1
-    ].filter((i) => i >= 0 && i < this.cfg.buckets.length);
-    const wasGenerated = touched.map((i) => this.cfg.buckets[i].label === bucketLabel(this.cfg.buckets, i));
-    apply();
-    touched.forEach((i, k) => {
-      if (wasGenerated[k]) {
-        this.cfg.buckets[i].label = bucketLabel(this.cfg.buckets, i);
-      }
-    });
-    this.bucketsChanged();
-  }
-
-  /** The end typed into the "add a bucket" form. */
-  newEnd: { n: number; unit: AlmUnit } = { n: 7, unit: 'day' };
-
-  /** Start, End, adding and removing buckets work only while this is on, so a stray click cannot change them. */
-  rangeEdit = false;
-
-  toggleRangeEdit(): void {
-    this.rangeEdit = !this.rangeEdit;
-  }
-
-  /** 'd', 'm' or 'y' — a unit the way the range table writes it. */
-  unitLetter(unit: AlmUnit): string {
-    return unit === 'day' ? 'd' : unit === 'month' ? 'm' : 'y';
-  }
-
-  /**
-   * Add a bucket ending where the form says. It lands in date order and takes the front part of the
-   * bucket it falls inside, so what was placed there stays with the later part; lines, the overdue
-   * rule and limits keep pointing at the buckets they pointed at.
-   */
-  addBucket(): void {
-    const end: AlmSpan = { n: Math.max(1, Number(this.newEnd.n) || 1), unit: this.newEnd.unit };
-    const buckets = this.cfg.buckets;
-    const reference = parseIsoDate(this.asOnIso) ?? new Date();
-    const endTime = addSpan(reference, end).getTime();
-    if (buckets.some((b) => b.upTo && addSpan(reference, b.upTo).getTime() === endTime)) {
-      window.alert('A bucket already ends there.');
-      return;
-    }
-    let position = buckets.findIndex((b) => !b.upTo || addSpan(reference, b.upTo).getTime() > endTime);
-    if (position < 0) {
-      position = buckets.length;
-    }
-    const laterWasGenerated = position < buckets.length && buckets[position].label === bucketLabel(buckets, position);
-    this.shiftBucketRefs((i) => (i >= position ? i + 1 : i));
-    // A bucket put in front becomes the first and starts on day 1; the old first now starts where it ends.
-    if (position === 0 && buckets[0]) {
-      buckets[0].startSpan = undefined;
-    }
-    buckets.splice(position, 0, { label: '', hint: '', upTo: end });
-    buckets[position].label = bucketLabel(buckets, position);
-    if (laterWasGenerated && position + 1 < buckets.length) {
-      buckets[position + 1].label = bucketLabel(buckets, position + 1);
-    }
-    this.bucketsChanged();
-  }
-
-  /**
-   * Remove a bucket. Whatever was placed in it moves to the next one (to the one before, if it was
-   * the last, which then runs on without end), so no line loses its money.
-   */
-  removeBucket(index: number): void {
-    const buckets = this.cfg.buckets;
-    if (buckets.length <= 2) {
-      return;
-    }
-    if (!window.confirm(`Remove the "${buckets[index].label}" bucket? Its money will move to the next bucket.`)) {
-      return;
-    }
-    const last = index === buckets.length - 1;
-    const target = last ? index - 1 : index + 1;
-    const targetWasGenerated = buckets[target].label === bucketLabel(buckets, target);
-    this.shiftBucketRefs((i) => {
-      const moved = i === index ? target : i;
-      return moved > index ? moved - 1 : moved;
-    });
-    const removedStart = buckets[index].startSpan;
-    buckets.splice(index, 1);
-    // Removing the first bucket makes the next one the first, which keeps the statement's start.
-    if (index === 0 && removedStart) {
-      buckets[0].startSpan = removedStart;
-    }
-    if (last) {
-      buckets[index - 1].upTo = null;
-    }
-    const now = last ? index - 1 : index;
-    if (targetWasGenerated) {
-      buckets[now].label = bucketLabel(buckets, now);
-    }
-    this.mergeShares();
-    this.bucketsChanged();
-  }
-
-  /** Re-point everything that names a bucket by its position: lines, the overdue rule, the limits. */
-  private shiftBucketRefs(map: (index: number) => number): void {
-    this.cfg.items.forEach((item) => item.placements.forEach((p) => (p.bucket = map(p.bucket))));
-    if (this.cfg.overdue) {
-      this.cfg.overdue.recent = map(this.cfg.overdue.recent);
-      this.cfg.overdue.old = map(this.cfg.overdue.old);
-    }
-    this.cfg.limits.forEach((l) => (l.bucket = map(l.bucket)));
-  }
-
-  /** After two buckets became one, a line's two shares there become one share, and a limit is kept once. */
-  private mergeShares(): void {
-    this.cfg.items.forEach((item) => {
-      const merged = new Map<number, AlmPlacement>();
-      for (const p of item.placements) {
-        const have = merged.get(p.bucket);
-        if (!have) {
-          merged.set(p.bucket, { ...p });
-        } else if (have.pct != null || p.pct != null) {
-          have.pct = (Number(have.pct) || 0) + (Number(p.pct) || 0);
-        }
-      }
-      item.placements = [...merged.values()].sort((a, b) => a.bucket - b.bucket);
-    });
-    const seen = new Set<number>();
-    this.cfg.limits = this.cfg.limits.filter((l) => !seen.has(l.bucket) && !!seen.add(l.bucket));
-  }
-
-  /** A bucket that ends before it starts, or no later than the one before. Empty when the range is fine. */
-  rangeProblem(index: number): string {
-    const w = this.windows[index];
-    if (!w || !w.to) {
-      return '';
-    }
-    return w.to < w.from ? 'End is before Start: keep it later than the end of the previous bucket.' : '';
-  }
-
-  /** Move a whole line to one bucket: its balance all goes there and nowhere else. */
-  setFixed(item: AlmItem, bucket: number): void {
-    const label = item.placements.find((p) => p.bucket === bucket)?.label;
-    item.placements = [{ bucket, pct: 100, label }];
-    this.changed();
-  }
-
-  /** What a line's shares add up to, or null for a line that follows due dates. */
-  rowTotal(item: AlmItem): number | null {
-    if (item.rule === 'maturity') {
-      return null;
-    }
-    return this.cfg.buckets.reduce((sum, _b, i) => sum + (this.share(item, i) ?? 0), 0);
-  }
-
-  rowState(item: AlmItem): RowState {
-    const total = this.rowTotal(item);
-    if (total === null) {
-      return 'spread';
-    }
-    if (total === 0) {
-      return 'todo';
-    }
-    return Math.abs(total - 100) < 0.005 ? 'ok' : 'bad';
-  }
-
-  /** Shares that do not make up the whole balance, over every line that is in the report. */
-  get problemCount(): number {
-    return this.cfg.items.filter(
-      (i) => !i.header && i.included !== false && [
-          'bad',
-          'todo'
-        ].includes(this.rowState(i))
-    ).length;
-  }
-
-  /** Changing a line's rule: due-date lines follow each account's date, the rest carry shares. */
-  ruleChanged(item: AlmItem, rule: AlmRule): void {
-    item.rule = rule;
-    item.spreads = rule === 'maturity';
-    if (rule === 'fixed') {
-      // A fixed line sits in one bucket: keep the one that held the most, or start in the first.
-      const biggest = [...item.placements].sort((a, b) => (Number(b.pct) || 0) - (Number(a.pct) || 0))[0];
-      item.placements = [{ bucket: biggest?.bucket ?? 0, pct: 100, label: biggest?.label }];
-    }
-    this.changed();
-  }
-
-  // ── Editing the lines themselves ──
-
-  toggleEdit(): void {
-    this.editMode = !this.editMode;
-  }
-
-  addLine(side: AlmSide): void {
-    const items = this.itemsOf(side);
-    const last = items[items.length - 1];
-    this.cfg.items.splice(this.cfg.items.indexOf(last) + 1, 0, {
-      id: `u${Date.now()}`,
-      side,
-      ref: '',
-      level: 0,
-      name: side === 'liability' ? 'Nayi liability' : 'Nayi asset',
-      rule: 'fixed',
-      reason: '',
-      spreads: false,
-      placements: [{ bucket: 0, pct: 100 }]
-    });
-    this.changed();
-  }
-
-  removeLine(item: AlmItem): void {
-    if (!window.confirm(`"${item.name}" hata dein?`)) {
-      return;
-    }
-    this.cfg.items = this.cfg.items.filter((i) => i.id !== item.id);
-    this.changed();
-  }
-
-  /** Open-ended means "and beyond" — only the last bucket should be. */
-  setOpenEnded(bucket: AlmBucket, open: boolean): void {
-    bucket.upTo = open ? null : { n: 5, unit: 'year' };
-    this.bucketsChanged();
-  }
-
-  /** Called after any edit — the change is kept right away, there is no separate save step. */
-  changed(): void {
-    try {
-      localStorage.setItem(STORAGE_KEY, JSON.stringify(this.cfg));
-    } catch {
-      /* private window or blocked storage — the edit still holds for this session */
-    }
-  }
-
-  reset(): void {
-    if (!window.confirm('All settings will go back to the RBI defaults and your changes will be lost. Continue?')) {
-      return;
-    }
-    try {
-      localStorage.removeItem(STORAGE_KEY);
-    } catch {
-      /* nothing stored to remove */
-    }
-    this.cfg = defaultConfig();
-    this.loadBreakdown();
-  }
-
-  close(): void {
-    this.dialogRef.close();
-  }
-
-  // ── Days from the as-on date ──
-
-  /** Every bucket as dates, for the chosen as-on date. */
-  get windows(): BucketWindow[] {
-    const asOn = parseIsoDate(this.asOnIso);
-    return asOn ? bucketWindows(asOn, this.cfg.buckets) : [];
-  }
-
-  /** Day-by-day text for a window: 'Din 1 se 14'. */
-  dayRange(w: BucketWindow): string {
-    return dayRangeText(w);
-  }
-
-  dateRange(w: BucketWindow): string {
-    return w.to ? `${formatDate(w.from)} to ${formatDate(w.to)}` : `${formatDate(w.from)} onwards`;
-  }
-
-  /** What the day calculator says for the maturity typed in; null until both dates are valid. */
-  get dayCheck(): { days: number; bucket: string; due: boolean } | null {
-    const asOn = parseIsoDate(this.asOnIso);
-    const maturity = parseIsoDate(this.maturityIso);
-    if (!asOn || !maturity) {
-      return null;
-    }
-    const days = daysBetween(asOn, maturity);
-    return {
-      days,
-      due: days <= 0,
-      bucket: this.cfg.buckets[bucketIndexFor(asOn, maturity, this.cfg.buckets)]?.label ?? ''
-    };
-  }
-
-  // ── Live FD / RD / loan totals for the as-on date ──
-
-  /** The bank's bucket edges as the server reads them: '14d,28d,3m,6m,1y,3y,5y'. */
-  private get edgeSpec(): string {
-    const letter = { day: 'd', month: 'm', year: 'y' };
-    return this.cfg.buckets
-      .filter((b) => b.upTo)
-      .map((b) => `${b.upTo?.n}${letter[b.upTo?.unit ?? 'day']}`)
-      .join(',');
-  }
-
-  /** Only the last bucket may be open-ended, and every other one needs an end. */
-  private get bucketSpecInvalid(): boolean {
-    const last = this.cfg.buckets.length - 1;
-    return this.cfg.buckets.some((b, i) => !b.upTo && i < last) || !!this.cfg.buckets[last]?.upTo;
-  }
-
-  /** Fetch the fixed-term breakdown for the chosen as-on date and the current bucket setting. */
-  loadBreakdown(): void {
-    const seq = ++this.loadSeq;
-    this.loadError = '';
-    if (!parseIsoDate(this.asOnIso)) {
-      this.breakdown = null;
-      this.loadError = 'The as-on date is not valid.';
-      return;
-    }
-    if (this.bucketSpecInvalid) {
-      this.breakdown = null;
-      this.loadError = 'Only the last bucket may have no end; every other bucket needs an end.';
-      return;
-    }
-    this.loading = true;
-    this.service
-      .getBreakdown({
-        asOnDate: this.asOnIso,
-        buckets: this.edgeSpec,
-        overdueRecentBucket: this.cfg.overdue?.recent ?? 0,
-        overdueOldBucket: this.cfg.overdue?.old ?? 2
-      })
-      .pipe(takeUntilDestroyed(this.destroyRef))
-      .subscribe({
-        next: (result) => {
-          if (seq !== this.loadSeq) {
-            return;
-          }
-          this.loading = false;
-          this.breakdown = result;
-        },
-        error: (err) => {
-          if (seq !== this.loadSeq) {
-            return;
-          }
-          this.loading = false;
-          this.breakdown = null;
-          this.loadError =
-            err?.error?.defaultUserMessage ||
-            err?.error?.developerMessage ||
-            'No data came back. The backend needs a restart with the new endpoint.';
-        }
-      });
-  }
-
-  /** A bucket edge or the overdue rule changed: the server must slot everything again. */
-  bucketsChanged(): void {
-    this.changed();
-    this.loadBreakdown();
-    if (this.reportShown && this.selectBy === 'accounts') {
-      this.loadReport();
-    }
-  }
-
-  /** The unit as the statement's heading words it: 'Lakhs of Rupees'. */
-  get unitWord(): string {
-    return { rupee: 'Rupees', lakh: 'Lakhs of Rupees', crore: 'Crores of Rupees' }[this.unit];
-  }
-
-  /** An amount in rupees as the chosen unit; a dash when there is nothing in it. */
-  amountText(rupees: number): string {
-    if (!rupees) {
-      return '–';
-    }
-    const divisor = this.units.find((u) => u.value === this.unit)?.divisor ?? 1;
-    return (rupees / divisor).toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 });
-  }
-
-  /** The saved edits if they are intact, otherwise RBI's defaults. */
-  private load(): AlmConfig {
-    const fallback = defaultConfig();
-    try {
-      const saved = JSON.parse(localStorage.getItem(STORAGE_KEY) || 'null') as AlmConfig | null;
-      if (
-        saved &&
-        Array.isArray(saved.buckets) &&
-        saved.buckets.length >= 2 &&
-        Array.isArray(saved.items) &&
-        Array.isArray(saved.limits)
-      ) {
-        const overdue = (saved.overdue ??= fallback.overdue ?? { recent: 0, old: 2 });
-        // Buckets can be added and removed, so anything pointing past the last one is cut back.
-        const last = saved.buckets.length - 1;
-        overdue.recent = Math.min(overdue.recent, last);
-        overdue.old = Math.min(overdue.old, last);
-        saved.limits = saved.limits.filter((l) => l.bucket <= last);
-        saved.items.forEach((item) => {
-          item.placements = (item.placements ?? []).filter((p) => p.bucket <= last);
-        });
-        // Lines saved before due-date lines could name their accounts take the default's, by id.
-        saved.items.forEach((item) => {
-          if (item.source === undefined) {
-            item.source = fallback.items.find((d) => d.id === item.id)?.source ?? '';
-          }
-        });
-        return saved;
-      }
-    } catch {
-      /* unreadable — start from the defaults */
-    }
-    return fallback;
-  }
-}

src/app/home/dashboard/alm-bucket-breakdown-dialog/alm-bucket-breakdown.config.ts

@@ -1,463 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-/**
- * The Structural Liquidity Statement of an Urban Co-operative Bank (non-scheduled — 8 residual-maturity
- * buckets, 1-14 days not split), laid out row for row like the statement the bank files: the same
- * numbered Outflow and Inflow lines, the same buckets.
- *
- * Everything in this file is only the DEFAULT. It follows RBI's Urban Co-operative Banks (Asset
- * Liability Management) circular of 17 September 2008 and the 2025 Directions, and where the bank's
- * own filed statement slots a line differently (Interest Payable, Provisions, Other Liabilities) it
- * follows the bank's statement. The screen works on a copy the bank can edit and falls back to these
- * values on "Reset"; percentages in particular are a benchmark that a bank may replace with its own
- * behavioural study approved by the Board / ALCO.
- */
-
-export type AlmSide = 'liability' | 'asset';
-
-/**
- * How the bucket is decided.
- * - fixed:       always the same bucket(s).
- * - maturity:    follows the due date of each account/instalment, so it spreads over the buckets.
- * - split:       one balance divided between buckets by share.
- * - behavioural: the bank's own past-data study decides.
- */
-export type AlmRule = 'fixed' | 'maturity' | 'split' | 'behavioural';
-
-/**
- * Which accounts feed a due-date line on their own. Empty means nothing does yet and the line has to
- * be filled by hand. FD_RD is the two deposit kinds added together, as RBI's "Term Deposits" head is.
- */
-export type AlmSource = 'FD' | 'RD' | 'FD_RD' | 'LOAN' | 'CCOD' | 'NPA' | '';
-
-export const SOURCE_OPTIONS: { value: AlmSource; label: string }[] = [
-  { value: '', label: 'None (fill by hand)' },
-  { value: 'FD_RD', label: 'FD + RD accounts (by maturity)' },
-  { value: 'FD', label: 'FD accounts only (by maturity)' },
-  { value: 'RD', label: 'RD accounts only (by maturity)' },
-  { value: 'LOAN', label: 'Term Loan accounts (by instalment)' },
-  { value: 'CCOD', label: 'CC / OD loan accounts (outstanding × %)' },
-  { value: 'NPA', label: 'NPA loan accounts (outstanding × %)' }
-];
-
-/** Sources whose accounts give one outstanding figure that the line's own percentages then divide. */
-export const SHARE_SOURCES: AlmSource[] = [
-  'CCOD',
-  'NPA'
-];
-
-export type AlmUnit = 'day' | 'month' | 'year';
-
-/** How far out a bucket reaches, counted from the as-on date. */
-export interface AlmSpan {
-  n: number;
-  unit: AlmUnit;
-}
-
-export interface AlmBucket {
-  /** The column heading, as the statement prints it. */
-  label: string;
-  /** One line a branch user can follow. */
-  hint: string;
-  /**
-   * Last day the bucket takes, counted from the as-on date. Calendar months and years are used
-   * as they are, so '3 months' from 30 June is 30 September. Null means no upper end.
-   */
-  upTo: AlmSpan | null;
-  /**
-   * Only on the first bucket: where it starts, when that is not day 1. Every later bucket starts where
-   * the one before it ends. Money due before this start still counts in the first bucket, since
-   * nothing may fall outside the statement.
-   */
-  startSpan?: AlmSpan;
-}
-
-export interface AlmPlacement {
-  /** Index into the bucket list. */
-  bucket: number;
-  /** Share of the balance that goes to this bucket, 0-100; blank when the whole line goes there. */
-  pct?: number | null;
-  /** Short name for the portion, e.g. 'Core'. */
-  label?: string;
-}
-
-export interface AlmItem {
-  id: string;
-  side: AlmSide;
-  /** The statement's own numbering: '1.', '3.', 'I)'. */
-  ref: string;
-  /** 0 for a numbered head, 1 for a line under a head. */
-  level: 0 | 1;
-  /** A heading only, such as '3. Deposits': it carries no figure of its own. */
-  header?: boolean;
-  /** Left out of the report when false; shown when absent or true. */
-  included?: boolean;
-  name: string;
-  rule: AlmRule;
-  /** Plain-language reason, in the words a branch manager would use. */
-  reason: string;
-  /** True when each account falls in the bucket of its own due date. */
-  spreads: boolean;
-  /** For a due-date line: the accounts whose maturities fill it. */
-  source?: AlmSource;
-  placements: AlmPlacement[];
-}
-
-/** Prudential cap on the net cumulative negative mismatch, as a % of cumulative outflow in that bucket. */
-export interface AlmLimit {
-  bucket: number;
-  pct: number;
-}
-
-/**
- * Where an instalment or receivable that is already due and unpaid is slotted — the bank's Overdue
- * Receivables rule. Both are bucket positions: 'recent' for one that fell due less than a month ago,
- * 'old' for anything older.
- */
-export interface AlmOverdueRule {
-  recent: number;
-  old: number;
-}
-
-export interface AlmConfig {
-  buckets: AlmBucket[];
-  items: AlmItem[];
-  limits: AlmLimit[];
-  overdue?: AlmOverdueRule;
-}
-
-export const RULE_OPTIONS: { value: AlmRule; label: string; help: string }[] = [
-  { value: 'fixed', label: 'Fixed', help: 'Always in the same bucket' },
-  { value: 'maturity', label: 'By due date', help: 'Each account by its own maturity' },
-  { value: 'split', label: 'Split', help: 'Balance divided by percentages' },
-  { value: 'behavioural', label: 'By study', help: 'Percentages from the bank’s own study' }
-];
-
-/** Column headings as the filed statement prints them, with the span each one covers. */
-export const DEFAULT_BUCKETS: AlmBucket[] = [
-  { label: '1 to 14 days', hint: 'Needed straight away', upTo: { n: 14, unit: 'day' } },
-  { label: '15 to 28 days', hint: 'After the next two weeks', upTo: { n: 28, unit: 'day' } },
-  { label: '29 days and upto 3 months', hint: 'Within this quarter', upTo: { n: 3, unit: 'month' } },
-  { label: 'Over 3 months and upto 6 months', hint: 'Next quarter', upTo: { n: 6, unit: 'month' } },
-  { label: 'Over 6 months and upto 1 year', hint: 'Within the year', upTo: { n: 1, unit: 'year' } },
-  { label: 'Over 1 year and upto 3 years', hint: 'Medium term', upTo: { n: 3, unit: 'year' } },
-  { label: 'Over 3 years and upto 5 years', hint: 'Long term', upTo: { n: 5, unit: 'year' } },
-  { label: 'Over 5 years', hint: 'Permanent items', upTo: null }
-];
-
-/** Non-scheduled UCB: negative mismatch in 1-14 and 15-28 days must stay within 20% of outflows. */
-export const DEFAULT_LIMITS: AlmLimit[] = [
-  { bucket: 0, pct: 20 },
-  { bucket: 1, pct: 20 }
-];
-
-/** Buckets by position, so the lines below read as the bucket they mean. */
-const B = { d14: 0, d28: 1, m3: 2, m6: 3, y1: 4, y3: 5, y5: 6, over5: 7 };
-
-const whole = (bucket: number): AlmPlacement[] => [{ bucket, pct: 100 }];
-
-type Seed = Omit<AlmItem, 'id' | 'spreads' | 'level'> & { level?: 0 | 1; spreads?: boolean };
-
-const head = (side: AlmSide, ref: string, name: string): Seed => ({
-  side,
-  ref,
-  level: 0,
-  header: true,
-  name,
-  rule: 'fixed',
-  reason: '',
-  placements: []
-});
-
-const line = (
-  side: AlmSide,
-  ref: string,
-  name: string,
-  rule: AlmRule,
-  reason: string,
-  placements: AlmPlacement[] = [],
-  level: 0 | 1 = 1,
-  source: AlmSource = ''
-): Seed => ({ side, ref, level, name, rule, reason, placements, spreads: rule === 'maturity', source });
-
-const SEED: Seed[] = [
-  // ── OUTFLOWS (liabilities) ──
-  line(
-    'liability',
-    '1.',
-    'Capital',
-    'fixed',
-    'This is the bank’s own money and is never paid back, so it goes in the farthest bucket.',
-    whole(B.over5),
-    0
-  ),
-  line(
-    'liability',
-    '2.',
-    'Reserves & Surplus',
-    'fixed',
-    'The bank’s own money, never paid back. Farthest bucket.',
-    whole(B.over5),
-    0
-  ),
-  head('liability', '3.', 'Deposits'),
-  line(
-    'liability',
-    'I)',
-    'Current Deposits',
-    'split',
-    'A part can be withdrawn at any time (volatile), so it goes in 1-14 days. The rest is stable (core), so it goes in 1-3 years. Change the % from the bank’s own study.',
-    [
-      { bucket: B.d14, pct: 10, label: 'Volatile' },
-      { bucket: B.y3, pct: 90, label: 'Core' }
-    ]
-  ),
-  line(
-    'liability',
-    'II)',
-    'Saving Bank Deposits',
-    'split',
-    'Same as Current. RBI’s benchmark is about 10% volatile. Change the % from the bank’s own study.',
-    [
-      { bucket: B.d14, pct: 10, label: 'Volatile' },
-      { bucket: B.y3, pct: 90, label: 'Core' }
-    ]
-  ),
-  line(
-    'liability',
-    'III)',
-    'Term Deposits (FD and RD)',
-    'maturity',
-    'The maturity date of each FD and RD decides its bucket. An FD that is already due goes in the first bucket.',
-    [],
-    1,
-    'FD_RD'
-  ),
-  line('liability', 'IV)', 'Certificates of Deposit', 'maturity', 'By maturity date.'),
-  head('liability', '4.', 'Borrowings'),
-  line('liability', 'I.', 'Call and short Notice', 'maturity', 'The bucket of the day it has to be repaid.'),
-  line('liability', 'II.', 'Inter-Bank (Term)', 'maturity', 'The bucket of the day it has to be repaid.'),
-  line('liability', 'III.', 'Refinances', 'maturity', 'The bucket of the day it has to be repaid.'),
-  line('liability', 'IV.', 'Others (specify)', 'maturity', 'The bucket of the day it has to be repaid.'),
-  head('liability', '5.', 'Other Liabilities & Provisions'),
-  line('liability', 'I.', 'DD / Bills Payable', 'fixed', 'These are paid quickly, so 1-14 days.', whole(B.d14)),
-  line('liability', 'II.', 'Branch Adjustments', 'fixed', 'Settled between branches, usually quickly.', whole(B.d14)),
-  line(
-    'liability',
-    'III.',
-    'Provisions',
-    'fixed',
-    'In your filed statement provisions are in 1-14 days. Change it according to the purpose of the provision.',
-    whole(B.d14)
-  ),
-  line(
-    'liability',
-    'IV.',
-    'Other Liabilities',
-    'fixed',
-    'Amounts that are not to be paid out (like fees received in advance) go in the farthest bucket. Your filed statement has them in over 5 years.',
-    whole(B.over5)
-  ),
-  line(
-    'liability',
-    '6.',
-    'Unavailed portion of Cash Credit / Overdraft / Demand Loan component of Working Capital',
-    'behavioural',
-    'How much of the limit customers will use comes from the bank’s past history. RBI: fill the % in the buckets within 12 months.',
-    [],
-    0
-  ),
-  line(
-    'liability',
-    '7.',
-    'Letters of Credit / Guarantees',
-    'behavioural',
-    'How much of the LC / guarantee will devolve comes from the bank’s history, net of margin. Fill in the %.',
-    [],
-    0
-  ),
-  line('liability', '8.', 'Repos', 'maturity', 'The bucket of the day it has to be repaid.', [], 0),
-  line('liability', '9.', 'Bills Rediscounted (DUPN)', 'maturity', 'By the due date of the bill.', [], 0),
-  line('liability', '10.', 'Swaps (Sell/Buy/Maturing forwards)', 'maturity', 'By maturity date.', [], 0),
-  line(
-    'liability',
-    '11.',
-    'Interest Payable',
-    'fixed',
-    'Interest still to be paid as per the books. Your filed statement has it in 1-14 days. RBI: the bucket of the date it is due.',
-    whole(B.d14),
-    0
-  ),
-  line(
-    'liability',
-    '12.',
-    'Others (specify)',
-    'fixed',
-    'Anything else. Your filed statement has it in over 5 years.',
-    whole(B.over5),
-    0
-  ),
-
-  // ── INFLOWS (assets) ──
-  line(
-    'asset',
-    '1.',
-    'Cash',
-    'fixed',
-    'Cash is with the bank right now, so it is available straight away.',
-    whole(B.d14),
-    0
-  ),
-  line(
-    'asset',
-    '2.',
-    'Balances with RBI',
-    'behavioural',
-    'Balance above the CRR/SLR requirement is in 1-14 days. The required part follows the maturity of the bank’s deposits (DTL). Fill in the %.',
-    [],
-    0
-  ),
-  head('asset', '3.', 'Balances with other Banks'),
-  line(
-    'asset',
-    'I)',
-    'Current Account',
-    'fixed',
-    'What can be withdrawn goes in 1-14 days. RBI: the minimum balance that has to be kept goes in 1-3 years; split it if you want.',
-    whole(B.d14)
-  ),
-  line(
-    'asset',
-    'II)',
-    'Money at Call and short Notice, Term Deposits and other placements with other banks including DCCBs and SCBs',
-    'maturity',
-    'By the maturity date of the FD / call money placed with the bank.'
-  ),
-  line(
-    'asset',
-    '4.',
-    'Investments (including those under Repos but excluding Reverse Repos)',
-    'maturity',
-    'By the maturity of the bond / G-Sec, leaving out the part needed to maintain SLR.',
-    [],
-    0
-  ),
-  head('asset', '5.', 'Advances (Performing)'),
-  line(
-    'asset',
-    'I.',
-    'Bills Purchased and Discounted (including bills under DUPN)',
-    'maturity',
-    'By the due date of the bill.'
-  ),
-  line(
-    'asset',
-    'II.',
-    'Cash Credits, Overdrafts and Loans repayable on demand',
-    'behavioural',
-    'The part that comes back quickly goes in a short bucket; the part that always stays (core) goes in 1-3 years. Fill in the % from the bank’s study.',
-    [],
-    1,
-    'CCOD'
-  ),
-  line(
-    'asset',
-    'III.',
-    'Term Loans',
-    'maturity',
-    'Each EMI goes in the bucket of its own due date, not the whole loan at once.',
-    [],
-    1,
-    'LOAN'
-  ),
-  line(
-    'asset',
-    '6.',
-    'NPAs (Advances and Investments)',
-    'behavioural',
-    'Sub-standard NPA in 3-5 years; doubtful and loss in the farthest bucket (net of provision). Fill in the % as the bank sees fit.',
-    [],
-    0,
-    'NPA'
-  ),
-  line(
-    'asset',
-    '7.',
-    'Fixed Assets',
-    'fixed',
-    'Things like buildings and furniture, which do not bring in money quickly.',
-    whole(B.over5),
-    0
-  ),
-  head('asset', '8.', 'Other Assets'),
-  line(
-    'asset',
-    'I.',
-    'Branch Adjustments',
-    'fixed',
-    'Debit balance of branch adjustments, usually settled quickly.',
-    whole(B.d14)
-  ),
-  line('asset', 'II.', 'Leased Assets', 'maturity', 'By the date of the lease’s interim cash flows.'),
-  line(
-    'asset',
-    'III.',
-    'Others',
-    'fixed',
-    'Things that are not real money (intangibles, non-cash) go in the farthest bucket. Your filed statement has them in over 5 years.',
-    whole(B.over5)
-  ),
-  line('asset', '9.', 'Reverse Repos', 'maturity', 'The bucket of the day the money comes back.', [], 0),
-  line('asset', '10.', 'Swaps (Buy/Sell)/Maturing forwards', 'maturity', 'By maturity date.', [], 0),
-  line('asset', '11.', 'Bills Rediscounted (DUPN)', 'maturity', 'By the due date of the bill.', [], 0),
-  line(
-    'asset',
-    '12.',
-    'Interest Receivable',
-    'fixed',
-    'Interest still to be received. Your filed statement has it in over 5 years. RBI: the bucket of the date it is due.',
-    whole(B.over5),
-    0
-  ),
-  line(
-    'asset',
-    '13.',
-    'Export Refinance from RBI',
-    'fixed',
-    'Limit that has not been used yet can be drawn straight away.',
-    whole(B.d14),
-    0
-  ),
-  line(
-    'asset',
-    '14.',
-    'Others (specify)',
-    'behavioural',
-    'Anything else. Fill in the % as the bank’s study gives.',
-    [],
-    0
-  )
-];
-
-/** A fresh, independent copy of the RBI defaults — callers are free to mutate it. */
-export function defaultConfig(): AlmConfig {
-  return {
-    buckets: DEFAULT_BUCKETS.map((b) => ({ ...b })),
-    limits: DEFAULT_LIMITS.map((l) => ({ ...l })),
-    // RBI (2008 UCB circular): under a month overdue is expected within 14 days; older goes to 29 days-3 months.
-    overdue: { recent: 0, old: 2 },
-    items: SEED.map((s, i) => ({
-      ...s,
-      level: s.level ?? 1,
-      id: `d${i + 1}`,
-      spreads: s.spreads ?? false,
-      placements: s.placements.map((p) => ({ ...p }))
-    }))
-  };
-}

src/app/home/dashboard/alm-bucket-breakdown-dialog/alm-bucket.util.ts

@@ -1,209 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { AlmBucket, AlmSpan } from './alm-bucket-breakdown.config';
-
-/**
- * The day arithmetic behind the Structural Liquidity Statement: how many days a maturity is from the
- * as-on date, and which bucket that lands it in. The statement and this screen both use it, so what
- * the screen shows is what the return will do.
- *
- * Dates are plain calendar days ('yyyy-MM-dd'), never timestamps, so the browser's time zone and
- * daylight saving cannot move a maturity into the next bucket.
- */
-
-const MS_PER_DAY = 86_400_000;
-
-/** Where the first bucket starts unless told otherwise: the day after the as-on date. */
-const DAY_ONE: AlmSpan = { n: 1, unit: 'day' };
-
-const MONTHS = [
-  'Jan',
-  'Feb',
-  'Mar',
-  'Apr',
-  'May',
-  'Jun',
-  'Jul',
-  'Aug',
-  'Sep',
-  'Oct',
-  'Nov',
-  'Dec'
-];
-
-/** One bucket laid over a calendar, for a given as-on date. */
-export interface BucketWindow {
-  label: string;
-  /** First day the bucket takes. */
-  from: Date;
-  /** Last day the bucket takes, or null when it runs on without end. */
-  to: Date | null;
-  /** Days from the as-on date to the first / last day. */
-  fromDays: number;
-  toDays: number | null;
-}
-
-/** 'yyyy-MM-dd' to a local calendar date; null when it is not a real date. */
-export function parseIsoDate(iso: string | null | undefined): Date | null {
-  const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(iso ?? '');
-  if (!m) {
-    return null;
-  }
-  const date = new Date(Number(m[1]), Number(m[2]) - 1, Number(m[3]));
-  return date.getFullYear() === Number(m[1]) && date.getMonth() === Number(m[2]) - 1 && date.getDate() === Number(m[3])
-    ? date
-    : null;
-}
-
-/** '30-Jun-2026'. */
-export function formatDate(date: Date): string {
-  return `${String(date.getDate()).padStart(2, '0')}-${MONTHS[date.getMonth()]}-${date.getFullYear()}`;
-}
-
-/** Whole days from one calendar date to another; negative when `to` is earlier. */
-export function daysBetween(from: Date, to: Date): number {
-  const a = Date.UTC(from.getFullYear(), from.getMonth(), from.getDate());
-  const b = Date.UTC(to.getFullYear(), to.getMonth(), to.getDate());
-  return Math.round((b - a) / MS_PER_DAY);
-}
-
-/**
- * The date a span reaches. Months and years are calendar months and years, and a day that does not
- * exist in the target month falls back to that month's last day (31 Jan + 1 month = 28/29 Feb).
- */
-export function addSpan(from: Date, span: AlmSpan): Date {
-  if (span.unit === 'day') {
-    return new Date(from.getFullYear(), from.getMonth(), from.getDate() + span.n);
-  }
-  const months = span.unit === 'year' ? span.n * 12 : span.n;
-  const target = new Date(from.getFullYear(), from.getMonth() + months, 1);
-  const lastDay = new Date(target.getFullYear(), target.getMonth() + 1, 0).getDate();
-  return new Date(target.getFullYear(), target.getMonth(), Math.min(from.getDate(), lastDay));
-}
-
-/**
- * Index of the bucket a maturity falls in. A maturity on or before the as-on date is already due, so
- * it is slotted in the first bucket rather than falling out of the statement.
- */
-export function bucketIndexFor(asOn: Date, maturity: Date, buckets: AlmBucket[]): number {
-  if (!buckets.length || maturity <= asOn) {
-    return 0;
-  }
-  for (let i = 0; i < buckets.length; i++) {
-    const upTo = buckets[i].upTo;
-    if (!upTo || maturity <= addSpan(asOn, upTo)) {
-      return i;
-    }
-  }
-  return buckets.length - 1;
-}
-
-/** Each bucket as a run of calendar days from the as-on date, in bucket order. */
-export function bucketWindows(asOn: Date, buckets: AlmBucket[]): BucketWindow[] {
-  let from = addSpan(asOn, fromSpanOf(buckets, 0) ?? DAY_ONE);
-  return buckets.map((b) => {
-    const to = b.upTo ? addSpan(asOn, b.upTo) : null;
-    const window: BucketWindow = {
-      label: b.label,
-      from,
-      to,
-      fromDays: daysBetween(asOn, from),
-      toDays: to ? daysBetween(asOn, to) : null
-    };
-    if (to) {
-      from = new Date(to.getFullYear(), to.getMonth(), to.getDate() + 1);
-    }
-    return window;
-  });
-}
-
-/** 'Days 1 to 14', 'Days 29 to 92', 'Day 1827 onwards'. */
-export function dayRangeText(w: BucketWindow): string {
-  return w.toDays === null ? `Day ${w.fromDays} onwards` : `Days ${w.fromDays} to ${w.toDays}`;
-}
-
-// ── The bucket ranges as a From / To table ──
-
-/** '14 d', '3 m', '1 y' — how a span is written in the From / To table. */
-export function spanText(span: AlmSpan): string {
-  return `${span.n} ${span.unit === 'day' ? 'd' : span.unit === 'month' ? 'm' : 'y'}`;
-}
-
-/** '14 days', '1 month', '5 years' — a span in words, as the statement's headings put it. */
-function spanWords(span: AlmSpan): string {
-  const word = span.unit === 'day' ? 'day' : span.unit === 'month' ? 'month' : 'year';
-  return `${span.n} ${word}${span.n === 1 ? '' : 's'}`;
-}
-
-/**
- * Where bucket `index` starts, as it is written in the table: the first starts on day 1, a bucket
- * after one that ends in days starts the day after (14 d then 15 d), and one after a month or year
- * starts "over" it (3 m then 3 m). Null for the first bucket, whose start is fixed.
- */
-export function fromSpanOf(buckets: AlmBucket[], index: number): AlmSpan | null {
-  if (index === 0) {
-    return { ...(buckets[0]?.startSpan ?? DAY_ONE) };
-  }
-  const previous = buckets[index - 1].upTo;
-  if (!previous) {
-    return null;
-  }
-  return previous.unit === 'day' ? { n: previous.n + 1, unit: 'day' } : { ...previous };
-}
-
-/** Move the start of bucket `index`, which is the end of the one before it. */
-export function setFromSpan(buckets: AlmBucket[], index: number, from: AlmSpan): void {
-  const n = Number(from.n) || 1;
-  if (index === 0) {
-    // Day 1 is the ordinary start, so it is stored as no override at all.
-    buckets[0].startSpan = n === 1 && from.unit === 'day' ? undefined : { n, unit: from.unit };
-    return;
-  }
-  buckets[index - 1].upTo = from.unit === 'day' ? { n: Math.max(1, n - 1), unit: 'day' } : { n, unit: from.unit };
-}
-
-/**
- * The column heading a range deserves, worded the way the filed statement words them:
- * '1 to 14 days', '29 days and upto 3 months', 'Over 3 months and upto 6 months', 'Over 5 years'.
- */
-export function bucketLabel(buckets: AlmBucket[], index: number): string {
-  const to = buckets[index]?.upTo ?? null;
-  const previous = index > 0 ? buckets[index - 1].upTo : null;
-  if (index === 0) {
-    const start = buckets[0].startSpan;
-    if (start) {
-      if (start.unit === 'day') {
-        return !to
-          ? `Over ${spanWords(start)}`
-          : to.unit === 'day'
-            ? `${start.n} to ${to.n} days`
-            : `${start.n} days and upto ${spanWords(to)}`;
-      }
-      return to ? `Over ${spanWords(start)} and upto ${spanWords(to)}` : `Over ${spanWords(start)}`;
-    }
-    if (to?.unit === 'day' && to.n === 1) {
-      return 'Next day';
-    }
-    return !to ? 'Over 0 days' : to.unit === 'day' ? `1 to ${to.n} days` : `1 day and upto ${spanWords(to)}`;
-  }
-  if (!previous) {
-    return buckets[index].label;
-  }
-  if (previous.unit === 'day') {
-    const from = previous.n + 1;
-    if (!to) {
-      return `Over ${spanWords(previous)}`;
-    }
-    if (to.unit === 'day' && to.n === from) {
-      return `Day ${from}`;
-    }
-    return to.unit === 'day' ? `${from} to ${to.n} days` : `${from} days and upto ${spanWords(to)}`;
-  }
-  return to ? `Over ${spanWords(previous)} and upto ${spanWords(to)}` : `Over ${spanWords(previous)}`;
-}

src/app/home/dashboard/alm-bucket-breakdown-dialog/alm-maturity.service.ts

@@ -1,125 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { Injectable, inject } from '@angular/core';
-import { HttpClient, HttpParams } from '@angular/common/http';
-import { Observable } from 'rxjs';
-
-/** One product's total, split by bucket, in rupees. */
-export interface MaturityGroup {
-  key: string;
-  label: string;
-  side: 'liability' | 'asset';
-  accounts: number;
-  total: number;
-  buckets: number[];
-}
-
-/** Loans reported apart from the date buckets, with the reason they are not slotted by date. */
-export interface NotSlotted {
-  key: string;
-  label: string;
-  accounts: number;
-  outstanding: number;
-  why: string;
-}
-
-export interface MaturityBreakdown {
-  asOnDate: string;
-  bucketCount: number;
-  groups: MaturityGroup[];
-  notSlotted: NotSlotted[];
-  notes: string[];
-}
-
-/** What the screen asks the server for: the date, the bank's own bucket edges and its overdue rule. */
-export interface MaturityQuery {
-  asOnDate: string;
-  /** Edges like '14d,28d,3m,6m,1y,3y,5y'. */
-  buckets: string;
-  overdueRecentBucket: number;
-  overdueOldBucket: number;
-}
-
-/** One account found by a search, to be picked. */
-export interface AccountHit {
-  /** FD, RD or LOAN. */
-  kind: 'FD' | 'RD' | 'LOAN';
-  id: number;
-  accountNo: string;
-  customer: string | null;
-  product: string;
-  /** Maturity date of a deposit; null for a loan. */
-  date: string | null;
-  /** Deposit balance, or loan principal outstanding. */
-  amount: number;
-}
-
-/** One deposit, or one unpaid loan instalment, of the accounts picked. */
-export interface AccountRow {
-  id: number;
-  accountNo: string;
-  customer: string | null;
-  product: string;
-  kind: string;
-  /** Loan instalment number, for term loans. */
-  installment?: number;
-  /** Maturity date of a deposit, or due date of an instalment. */
-  date: string | null;
-  /** Days from the as-on date to that date; negative once it has passed. */
-  days: number | null;
-  status: string;
-  /** Position of the bucket it falls in. */
-  bucket: number | null;
-  amount: number;
-  /** Why the row needs a second look, for an NPA or a cash-credit / overdraft loan. */
-  note?: string | null;
-}
-
-export interface SelectedReport {
-  asOnDate: string;
-  bucketCount: number;
-  count: number;
-  total: number;
-  rows: AccountRow[];
-}
-
-/** Fixed-term deposits and loans of the bank's customers, slotted into residual-maturity buckets. */
-@Injectable({ providedIn: 'root' })
-export class AlmMaturityService {
-  private http = inject(HttpClient);
-
-  getBreakdown(query: MaturityQuery): Observable<MaturityBreakdown> {
-    const params = new HttpParams()
-      .set('asOnDate', query.asOnDate)
-      .set('buckets', query.buckets)
-      .set('overdueRecentBucket', query.overdueRecentBucket)
-      .set('overdueOldBucket', query.overdueOldBucket);
-    return this.http.get<MaturityBreakdown>('/almreturn/maturity-breakdown', { params });
-  }
-
-  /** Find accounts by account number or customer name; at least two characters. A kind of FD, RD or LOAN narrows it. */
-  searchAccounts(q: string, kind: string): Observable<{ results: AccountHit[] }> {
-    let params = new HttpParams().set('q', q);
-    if (kind) {
-      params = params.set('kind', kind);
-    }
-    return this.http.get<{ results: AccountHit[] }>('/almreturn/maturity-breakdown/search', { params });
-  }
-
-  /** The day-wise breakdown of the picked accounts, given as KIND:id pairs like FD:12,RD:5,LOAN:33. */
-  getSelected(accounts: string, query: MaturityQuery): Observable<SelectedReport> {
-    const params = new HttpParams()
-      .set('accounts', accounts)
-      .set('asOnDate', query.asOnDate)
-      .set('buckets', query.buckets)
-      .set('overdueRecentBucket', query.overdueRecentBucket)
-      .set('overdueOldBucket', query.overdueOldBucket);
-    return this.http.get<SelectedReport>('/almreturn/maturity-breakdown/selected', { params });
-  }
-}

src/app/home/dashboard/crr-slr-dialog/crr-slr-dialog.component.html

@@ -15,7 +15,7 @@
         RBI Liabilities Register
       </div>
       <h2 class="dialog-title">Demand &amp; Time Liabilities</h2>
-      <p class="dialog-sub">What the bank owes, and what it must hold against it</p>
+      <p class="dialog-sub">NDTL &middot; CRR/SLR Computation Base &middot; As per RBI Master Circular</p>
     </div>
     <div class="header-right">
       <!-- The close being reported, and under it the close the ratios are charged on. Two dates,
@@ -45,39 +45,36 @@
     </div>
   </div>
 
-  <!-- What the liabilities are, and what they come to. Four cards rather than five: the CRR
+  <!-- Summary Cards -->
-       requirement that used to sit here is on the compliance bar below, beside what is held
-       against it, where it answers a question rather than repeating one. -->
   <div class="summary-row">
     <div class="summary-card sc-demand">
-      <div class="sc-label">Demand liabilities</div>
+      <div class="sc-label">Total Demand Liabilities</div>
-      <div class="sc-value" [title]="money(totalDemand)">{{ tile(totalDemand) }}</div>
+      <div class="sc-value">{{ crore(totalDemand) }}<span class="cr" *ngIf="totalDemand !== null">Cr</span></div>
-      <div class="sc-sub">Repayable on demand</div>
+      <div class="sc-sub">Payable on demand</div>
     </div>
     <div class="summary-card sc-time">
-      <div class="sc-label">Time liabilities</div>
+      <div class="sc-label">Total Time Liabilities</div>
-      <div class="sc-value" [title]="money(totalTime)">{{ tile(totalTime) }}</div>
+      <div class="sc-value">{{ crore(totalTime) }}<span class="cr" *ngIf="totalTime !== null">Cr</span></div>
-      <div class="sc-sub">Repayable on maturity</div>
+      <div class="sc-sub">Payable on maturity</div>
     </div>
     <div class="summary-card sc-asset">
-      <div class="sc-label">Held with other banks</div>
+      <div class="sc-label">Assets with Banking System</div>
-      <!-- Scaled on the tile, exact on hover: the card is read for order of magnitude, but the
+      <div class="sc-value">
-           figure behind it should never be more than a pointer away. -->
+        {{ crore(totalBankingAssets) }}<span class="cr" *ngIf="totalBankingAssets !== null">Cr</span>
-      <div class="sc-value" [title]="money(totalBankingAssets)">
-        {{ tile(totalBankingAssets) }}
-      </div>
-      <!-- These assets net against what the bank OWES other banks, not against the whole base, and
-           the netting floors at zero — so where they exceed what is owed, nothing comes off at all.
-           Said plainly, because "deducted from NDTL" was being printed on a card where no
-           deduction had been made. -->
-      <div class="sc-sub" [class.dn]="bankingAssetsNet">
-        {{ bankingAssetsNet ? 'Reduces the base below' : 'More than we owe banks — base unchanged' }}
       </div>
+      <div class="sc-change dn">&#8595; Deducted from NDTL</div>
     </div>
     <div class="summary-card sc-ndtl">
-      <div class="sc-label">NDTL &mdash; the base</div>
+      <div class="sc-label">Net Demand &amp; Time Liabilities (NDTL)</div>
-      <div class="sc-value" [title]="money(ndtl)">{{ tile(ndtl) }}</div>
+      <div class="sc-value">{{ crore(ndtl) }}<span class="cr" *ngIf="ndtl !== null">Cr</span></div>
-      <div class="sc-sub">Demand + time, net of bank balances</div>
+      <div class="sc-sub">After deducting banking assets</div>
+    </div>
+    <div class="summary-card sc-crr">
+      <!-- The rate is named from the configuration, not fixed here: a card headed "CRR Required
+           (3%)" while Admin holds 4% states a rate the bank is not on. -->
+      <div class="sc-label">CRR Required{{ crrRate === null ? '' : ' (' + crrRate + '%)' }}</div>
+      <div class="sc-value">{{ crore(crrRequired) }}<span class="cr" *ngIf="crrRequired !== null">Cr</span></div>
+      <div class="sc-sub">SLR Req: {{ crore(slrRequired) }}{{ slrRate === null ? '' : ' Cr (' + slrRate + '%)' }}</div>
     </div>
   </div>
 
@@ -97,33 +94,26 @@
       <span class="tab-pill pill-time">02</span> Time Liabilities
     </button>
     <button class="tab-btn" [class.active]="activeTab === 'assets'" (click)="activeTab = 'assets'">
-      <span class="tab-pill pill-asset">03</span> Held with other banks
+      <span class="tab-pill pill-asset">03</span> Assets with Banking System
     </button>
     <button class="tab-btn" [class.active]="activeTab === 'slr'" (click)="activeTab = 'slr'">
-      <span class="tab-pill pill-slr">04</span> SLR assets
+      <span class="tab-pill pill-slr">04</span> SLR &mdash; Liquid Assets
-    </button>
-    <!-- Where the reserve is actually held, and what it holds TODAY. The four tabs above report the
-         fortnight close the return is made up to; this one answers the question a treasury desk
-         asks every morning — as things stand now, are we short, and which account do we cover it
-         into. A close two weeks old cannot say that, because the balances have since moved. -->
-    <button class="tab-btn" [class.active]="activeTab === 'held'" (click)="activeTab = 'held'">
-      <span class="tab-pill pill-held">05</span> Our accounts today
     </button>
   </div>
 
   <!-- Demand Liabilities Table -->
   @if (activeTab === 'demand') {
-    <div class="section-desc">Money the bank must repay whenever a customer asks for it.</div>
+    <div class="section-desc">Amounts payable on demand &mdash; RBI Schedule II</div>
     <div class="table-wrap">
       <table>
         <thead>
           <tr>
             <th class="sl">#</th>
             <th>Liability Item</th>
-            <th>Item</th>
+            <th>Account Code</th>
-            <th class="right">Opening</th>
+            <th class="right">Opening (&#8377; Cr)</th>
-            <th class="right">Current</th>
+            <th class="right">Current (&#8377; Cr)</th>
-            <th class="right">Change</th>
+            <th class="right">Change (&#8377; Cr)</th>
             <th>Status</th>
           </tr>
         </thead>
@@ -177,17 +167,17 @@
 
   <!-- Time Liabilities Table -->
   @if (activeTab === 'time') {
-    <div class="section-desc">Money the bank repays only when the deposit matures.</div>
+    <div class="section-desc">Amounts payable after a specified period &mdash; RBI Schedule III</div>
     <div class="table-wrap">
       <table>
         <thead>
           <tr>
             <th class="sl">#</th>
             <th>Liability Item</th>
-            <th>Item</th>
+            <th>Account Code</th>
-            <th class="right">Opening</th>
+            <th class="right">Opening (&#8377; Cr)</th>
-            <th class="right">Current</th>
+            <th class="right">Current (&#8377; Cr)</th>
-            <th class="right">Change</th>
+            <th class="right">Change (&#8377; Cr)</th>
             <th>Status</th>
           </tr>
         </thead>
@@ -241,20 +231,17 @@
 
   <!-- Assets with Banking System Table -->
   @if (activeTab === 'assets') {
-    <div class="section-desc">
+    <div class="section-desc">Deducted from gross liabilities to arrive at NDTL &mdash; RBI Master Circular</div>
-      What the bank keeps with other banks. This comes off what it owes them — and only off that, so where it is the
-      larger of the two the base is left as it is.
-    </div>
     <div class="table-wrap">
       <table>
         <thead>
           <tr>
             <th class="sl">#</th>
             <th>Asset Item</th>
-            <th>Item</th>
+            <th>Account Code</th>
-            <th class="right">Opening</th>
+            <th class="right">Opening (&#8377; Cr)</th>
-            <th class="right">Current</th>
+            <th class="right">Current (&#8377; Cr)</th>
-            <th class="right">Change</th>
+            <th class="right">Change (&#8377; Cr)</th>
             <th>Status</th>
           </tr>
         </thead>
@@ -288,12 +275,7 @@
         <tfoot>
           <tr>
             <td colspan="3">
-              <strong>Total Assets with Banking System</strong>
+              <strong>Total Assets with Banking System</strong> <span class="deduct-tag">( Deducted from NDTL )</span>
-              <span class="deduct-tag">{{
-                bankingAssetsNet
-                  ? '( Deducted from NDTL )'
-                  : '( Netted against item I, which is smaller — no deduction )'
-              }}</span>
             </td>
             <td class="right foot-asset">{{ totalOf(bankingAssets, 'openingValue') }}</td>
             <td class="right foot-asset">{{ totalOf(bankingAssets, 'currentValue') }}</td>
@@ -307,18 +289,20 @@
 
   <!-- SLR - Liquid Assets Table -->
   @if (activeTab === 'slr') {
-    <div class="section-desc">Cash, bank balances and securities the bank holds against its SLR requirement.</div>
+    <div class="section-desc">
+      SLR = (Liquid Assets / NDTL) &times; 100 &mdash; RBI Sec 24(2A) of Banking Regulation Act, 1949
+    </div>
     <div class="table-wrap">
       <table>
         <thead>
           <tr>
             <th class="sl">#</th>
             <th>Liquid Asset</th>
-            <th>Item</th>
+            <th>Account Code</th>
             <th>Category</th>
-            <th class="right">Opening</th>
+            <th class="right">Opening (&#8377; Cr)</th>
-            <th class="right">Current</th>
+            <th class="right">Current (&#8377; Cr)</th>
-            <th class="right">Change</th>
+            <th class="right">Change (&#8377; Cr)</th>
             <th>Status</th>
           </tr>
         </thead>
@@ -364,141 +348,119 @@
       </table>
     </div>
 
-    <!-- How the ratio is struck. The "× 100" box that stood here was a term whose value was 100 and
+    <!-- SLR Formula -->
-         whose label was 100 — it took a quarter of the row to say that a fraction is written as a
-         percentage. -->
     <div class="formula-block slr-formula">
-      <div class="formula-title">How the SLR ratio is worked out</div>
+      <div class="formula-title">SLR Computation &mdash; (Liquid Assets / NDTL) &times; 100</div>
       <div class="formula-row">
         <div class="formula-term ft-slr">
-          <div class="formula-term-label">Assets we hold</div>
+          <div class="formula-term-label">Liquid Assets</div>
-          <div class="formula-term-val">{{ money(totalLiquidAssets) }}</div>
+          <div class="formula-term-val">&#8377;13,238.80</div>
-          <div class="formula-term-sub">{{ liquidAssets.length }} categories</div>
+          <div class="formula-term-sub">6 asset categories</div>
         </div>
         <div class="formula-op">&divide;</div>
         <div class="formula-term ft-ndtl">
-          <div class="formula-term-label">NDTL base</div>
+          <div class="formula-term-label">NDTL</div>
-          <div class="formula-term-val">{{ money(baseNdtl) }}</div>
+          <div class="formula-term-val">&#8377;69,221.30</div>
-          <div class="formula-term-sub">as at {{ baseDateStr || '—' }}</div>
+          <div class="formula-term-sub">Net Demand &amp; Time</div>
+        </div>
+        <div class="formula-op">&times;</div>
+        <div class="formula-term" style="border-color: #e2e8f0; background: #f8fafc">
+          <div class="formula-term-label" style="color: #64748b">100</div>
+          <div class="formula-term-val" style="color: #334155">100</div>
+          <div class="formula-term-sub">&nbsp;</div>
         </div>
         <div class="formula-op equals">=</div>
         <div class="formula-term ft-slr-result">
-          <div class="formula-term-label">SLR held</div>
+          <div class="formula-term-label">Actual SLR</div>
           <div class="formula-term-val">{{ slrActualPercent }}%</div>
-          <div class="formula-term-sub">minimum {{ slrRate }}%</div>
+          <div class="formula-term-sub">Min required: {{ slrRate }}%</div>
         </div>
       </div>
     </div>
 
-    <!-- The SLR compliance bar that used to sit here said the same three figures as the row above
+    <!-- SLR Status Bar -->
-         it and the bar below it — required, held, surplus, three times on one screen. It is gone;
+    <div class="slr-status-bar">
-         the compliance bar at the foot carries both ratios for every tab. -->
+      <div class="slr-status-left">
+        <div class="slr-status-title">SLR Compliance Status</div>
+        <div class="slr-status-desc">
+          Actual: {{ slrActualPercent }}% &middot; Required: {{ slrRate }}.00% &middot; NDTL: &#8377;{{
+            ndtl | number: '1.2-2'
+          }}
+          Cr
+        </div>
+      </div>
+      <div class="slr-status-calcs">
+        <div class="slr-calc">
+          <div class="slr-calc-label">SLR Required ({{ slrRate }}%)</div>
+          <div class="slr-calc-val">&#8377;{{ slrRequired | number: '1.2-2' }} Cr</div>
+        </div>
+        <div class="slr-calc">
+          <div class="slr-calc-label">Liquid Assets Held</div>
+          <div class="slr-calc-val">&#8377;{{ totalLiquidAssets | number: '1.2-2' }} Cr</div>
+        </div>
+        <div class="slr-calc">
+          <div class="slr-calc-label">Surplus</div>
+          <div class="slr-calc-val surplus">&#8377;{{ slrSurplus | number: '1.2-2' }} Cr</div>
+        </div>
+      </div>
+    </div>
   }
 
-  <!-- Required against held, for both ratios. Always on screen, under whichever tab is open:
+  <!-- NDTL Formula Block -->
-       whether the bank is short is the one thing a reader must not have to go looking for. -->
+  <div class="formula-block">
-  <div class="crr-bar">
+    <div class="formula-title">
-    <div class="crr-text">
+      NDTL Computation &mdash; Formula Breakdown &middot; Data as of {{ reportingDateStr }}
-      <div class="crr-title">Are we meeting the requirement?</div>
-      <div class="crr-desc">
-        Charged on the NDTL of {{ money(baseNdtl) }} as at {{ baseDateStr || reportingDateStr }}
-      </div>
     </div>
-    <!-- Required AND held, side by side. The requirement alone answers half the question: a screen
+    <div class="formula-row">
-         headed "Reserve Requirements" that states ₹2.10 Cr without saying what is against it sends
+      <div class="formula-term ft-demand">
-         a reader to another tab to find out whether the bank is short — which is the one thing they
+        <div class="formula-term-label">Demand Liabilities</div>
-         opened this bar to learn. -->
+        <div class="formula-term-val">&#8377;{{ totalDemand | number: '1.2-2' }}</div>
-    <div class="crr-calcs">
+        <div class="formula-term-sub">16 line items</div>
-      @for (r of positionRatios(); track r.name) {
+      </div>
-        <div class="crr-calc" [class.crr-calc--short]="!r.met">
+      <div class="formula-op">+</div>
-          <!-- A ratio with no rate on record is said to have none. It used to print "SLR @ null%" and
+      <div class="formula-term ft-time">
-               a surplus of nothing, which reads as a requirement met rather than one not set. -->
+        <div class="formula-term-label">Time Liabilities</div>
-          <div class="crr-calc-label">{{ r.name }}{{ r.rate === null ? ' — rate not set' : ' @ ' + r.rate + '%' }}</div>
+        <div class="formula-term-val">&#8377;{{ totalTime | number: '1.2-2' }}</div>
-          <div class="crr-calc-val">{{ money(r.required) }}</div>
+        <div class="formula-term-sub">13 line items</div>
-          <div class="crr-calc-held">
+      </div>
-            held {{ money(r.maintained) }}
+      <div class="formula-op minus">&minus;</div>
-            <span [class.crr-short]="!r.met">
+      <div class="formula-term ft-asset">
-              &middot; {{ r.met ? '+' + money(r.surplus) : 'short ' + money(r.shortfall) }}
+        <div class="formula-term-label">Assets with Banking</div>
-            </span>
+        <div class="formula-term-val">&#8377;{{ totalBankingAssets | number: '1.2-2' }}</div>
-          </div>
+        <div class="formula-term-sub">3 line items</div>
-        </div>
+      </div>
-      }
+      <div class="formula-op equals">=</div>
-      <div class="crr-calc">
+      <div class="formula-term ft-ndtl">
-        <div class="crr-calc-label">Total Reserve</div>
+        <div class="formula-term-label">NDTL</div>
-        <div class="crr-calc-val">{{ money(totalReserve) }}</div>
+        <div class="formula-term-val">&#8377;{{ ndtl | number: '1.2-2' }}</div>
-        <div class="crr-calc-held">CRR + SLR required</div>
+        <div class="formula-term-sub">CRR &amp; SLR base</div>
       </div>
     </div>
   </div>
 
-  <!-- Reserve accounts, as they stand today -->
+  <!-- CRR/SLR Bar -->
-  @if (activeTab === 'held') {
+  <div class="crr-bar">
-    <div class="section-desc">
+    <div class="crr-text">
-      Where the cash reserve is held, with each account's balance on the business date
+      <div class="crr-title">CRR &amp; SLR Reserve Requirements &mdash; RBI Computation on NDTL</div>
-      <strong>{{ position?.onDate || '—' }}</strong
+      <div class="crr-desc">
-      >. The requirement below is charged on <strong>{{ position?.baseDate || '—' }}</strong
+        Based on NDTL of &#8377;{{ ndtl | number: '1.2-2' }} Cr &middot; Data as of {{ reportingDateStr }} (45-day lag)
-      >, a fortnight back — RBI's lag is a rule, so today's own liabilities settle nothing yet.
+      </div>
     </div>
-
+    <div class="crr-calcs">
-    @if (position) {
+      <div class="crr-calc">
-      <!-- Required against held, for each ratio. Stated before the accounts because a desk reads
+        <div class="crr-calc-label">CRR @ {{ crrRate }}.00%</div>
-           the gap first and only then asks which account to move money into. -->
+        <div class="crr-calc-val">&#8377;{{ crrRequired | number: '1.2-2' }} Cr</div>
-      <div class="held-ratios">
-        @for (r of positionRatios(); track r.name) {
-          <div class="held-ratio" [class.held-ratio--short]="!r.met">
-            <div class="held-ratio__name">{{ r.name }}{{ r.rate === null ? '' : ' @ ' + r.rate + '%' }}</div>
-            <div class="held-ratio__grid">
-              <span>Required</span><strong>{{ money(r.required) }}</strong> <span>Maintained</span
-              ><strong>{{ money(r.maintained) }}</strong>
-              <span>{{ r.met ? 'Surplus' : 'Shortfall' }}</span>
-              <strong [class.held-short]="!r.met">{{ money(r.met ? r.surplus : r.shortfall) }}</strong>
-            </div>
-          </div>
-        }
       </div>
-
+      <div class="crr-calc">
-      <div class="table-wrap">
+        <div class="crr-calc-label">SLR @ {{ slrRate }}.00%</div>
-        <table>
+        <div class="crr-calc-val">&#8377;{{ slrRequired | number: '1.2-2' }} Cr</div>
-          <thead>
-            <tr>
-              <th class="sl">#</th>
-              <th>Account</th>
-              <th>Form 1 head</th>
-              <th class="right">Balance today</th>
-              <th>&nbsp;</th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (a of position.accounts; track a.glAccountId) {
-              <tr>
-                <td class="sl">{{ $index + 1 }}</td>
-                <td>
-                  <div class="item-name">{{ a.name }}</div>
-                  <div class="item-sub mono">{{ a.glCode }}</div>
-                </td>
-                <td>
-                  {{ a.item }} &middot; {{ a.head }}
-                  <!-- An account the return does not read is named as such. It can still be moved
-                       into — the money is real — but adding it to what is maintained would have
-                       this screen claim a compliance the filed form does not. -->
-                  @if (!a.countsTowardMaintained) {
-                    <span class="held-chip">not counted on the return</span>
-                  }
-                </td>
-                <td class="right amt">{{ money(a.balance) }}</td>
-                <td class="right">
-                  <button class="held-move" (click)="openTransfer(a)">
-                    <fa-icon icon="exchange-alt"></fa-icon>
-                    Transfer
-                  </button>
-                </td>
-              </tr>
-            }
-          </tbody>
-        </table>
       </div>
-    }
+      <div class="crr-calc">
-  }
+        <div class="crr-calc-label">Total Reserve</div>
+        <div class="crr-calc-val">&#8377;{{ totalReserve | number: '1.2-2' }} Cr</div>
+      </div>
+    </div>
+  </div>
 
   <!-- Footer -->
   <div class="dialog-footer">

src/app/home/dashboard/crr-slr-dialog/crr-slr-dialog.component.scss

@@ -158,10 +158,7 @@ $mono: 'IBM Plex Mono', 'Roboto Mono', monospace;
 // ===== Summary Cards =====
 .summary-row {
   display: grid;
-  // Five cards only while each can still hold its figure. A seventy-crore NDTL printed to the
+  grid-template-columns: repeat(5, 1fr);
-  // paise needs room, and fixed fifths cut it off at the card edge — the figures were there and
-  // unreadable. Below that width the row wraps to fewer, wider cards instead.
-  grid-template-columns: repeat(auto-fit, minmax(190px, 1fr));
   gap: 14px;
   padding: 20px 28px;
 }
@@ -170,12 +167,8 @@ $mono: 'IBM Plex Mono', 'Roboto Mono', monospace;
   background: $surface;
   border: 1px solid $border;
   border-radius: 12px;
-  // 18px of side padding on a fifth of the row left the figure barely more than half the card.
+  padding: 16px 18px;
-  padding: 16px 14px;
   position: relative;
-  // A grid item will not shrink below its content by default, which is how a long figure pushed
-  // its own card wider than its column and off the edge of the dialog.
-  min-width: 0;
   overflow: hidden;
   transition: box-shadow 0.2s;
 
@@ -217,29 +210,16 @@ $mono: 'IBM Plex Mono', 'Roboto Mono', monospace;
   font-size: 10px;
   color: $ink3;
   font-family: $mono;
-  // Tightened from 1px: on a five-up row the tracking alone pushed "NET DEMAND & TIME LIABILITIES
+  letter-spacing: 1px;
-  // (NDTL)" onto a third line and squeezed the figure beneath it.
-  letter-spacing: 0.4px;
   text-transform: uppercase;
   margin-bottom: 6px;
-  // Wraps rather than clipping — a heading that reads "ASSETS WITH BANKIN" names nothing.
-  overflow-wrap: anywhere;
 }
 
 .sc-value {
-  // Sized to the card rather than fixed: a figure that outgrows its box is worse than a smaller
+  font-size: 20px;
-  // one, because the digits that fall off the right are the ones that distinguish it. Floors at
-  // 14px so a long figure shrinks rather than wraps mid-number.
-  font-size: clamp(14px, 1.45vw, 20px);
   font-weight: 600;
   color: $ink;
   font-family: $mono;
-  // Figures are read by lining their digits up; a proportional fallback would stagger them.
-  font-variant-numeric: tabular-nums;
-  // A rupee figure never breaks across lines — "₹6,35,05," over "967.50" reads as two numbers.
-  white-space: nowrap;
-  overflow: hidden;
-  text-overflow: ellipsis;
 }
 
 .cr {
@@ -252,16 +232,12 @@ $mono: 'IBM Plex Mono', 'Roboto Mono', monospace;
 .sc-change {
   font-size: 11px;
   margin-top: 4px;
-  line-height: 1.35;
-  overflow-wrap: anywhere;
 }
 
 .sc-sub {
   font-size: 11px;
   color: $ink3;
   margin-top: 4px;
-  line-height: 1.35;
-  overflow-wrap: anywhere;
 }
 
 .up {
@@ -893,112 +869,3 @@ $slr-b: #bae6fd;
   line-height: 1.6;
   background: #fafafa;
 }
-
-/* ── Reserve accounts, as they stand today ── */
-.pill-held {
-  background: #0b5394;
-  color: #fff;
-}
-
-/* Required against held, per ratio — read before the accounts, because a desk asks how big the
-   gap is before asking which account to cover it from. */
-.held-ratios {
-  display: flex;
-  gap: 16px;
-  padding: 16px 20px 0;
-  flex-wrap: wrap;
-}
-
-.held-ratio {
-  flex: 1 1 260px;
-  padding: 14px 16px;
-  border: 1px solid #e2e8f0;
-  border-left: 4px solid #137333;
-  border-radius: 8px;
-  background: #f8faf9;
-}
-
-/* A ratio that is not met is the thing this tab exists to surface. */
-.held-ratio--short {
-  border-left-color: #c5221f;
-  background: #fdf6f6;
-}
-
-.held-ratio__name {
-  font-size: 12px;
-  font-weight: 700;
-  letter-spacing: 0.04em;
-  text-transform: uppercase;
-  color: #5f6368;
-  margin-bottom: 10px;
-}
-
-.held-ratio__grid {
-  display: grid;
-  grid-template-columns: auto 1fr;
-  gap: 4px 14px;
-  font-size: 13px;
-
-  span {
-    color: #5f6368;
-  }
-
-  strong {
-    text-align: right;
-    font-variant-numeric: tabular-nums;
-  }
-}
-
-.held-short {
-  color: #c5221f;
-}
-
-/* An account the filed return does not read. Named rather than hidden: the money is real and can
-   be moved, but it settles nothing on the form. */
-.held-chip {
-  display: inline-block;
-  margin-left: 8px;
-  padding: 1px 7px;
-  border-radius: 10px;
-  background: #fff4e5;
-  color: #b06000;
-  font-size: 10px;
-  font-weight: 600;
-  white-space: nowrap;
-}
-
-.held-move {
-  padding: 5px 12px;
-  border: 1px solid #0b5394;
-  border-radius: 6px;
-  background: #fff;
-  color: #0b5394;
-  font-size: 12px;
-  font-weight: 600;
-  cursor: pointer;
-  white-space: nowrap;
-
-  &:hover {
-    background: #0b5394;
-    color: #fff;
-  }
-}
-
-/* What is held against each requirement, under the requirement itself. */
-.crr-calc-held {
-  margin-top: 4px;
-  font-size: 11px;
-  color: $ink3;
-  white-space: nowrap;
-}
-
-/* A ratio that is not met — on a compliance bar this is the one thing that must not be missed. */
-.crr-calc--short {
-  border-color: $red;
-}
-
-.crr-short,
-.sc-short {
-  color: $red;
-  font-weight: 600;
-}

src/app/home/dashboard/crr-slr-dialog/crr-slr-dialog.component.ts

@@ -8,14 +8,12 @@
 
 import { Component, OnInit, inject } from '@angular/core';
 import { CommonModule, DecimalPipe } from '@angular/common';
-import { MatDialog, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
+import { MatDialogRef, MatDialogModule } from '@angular/material/dialog';
 import { MatButtonModule } from '@angular/material/button';
 import { MatTabsModule } from '@angular/material/tabs';
 import { MatTooltipModule } from '@angular/material/tooltip';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { RbiCircularsService } from '../../../rbi-circulars/rbi-circulars.service';
-import { AuthenticationService } from '../../../core/authentication/authentication.service';
-import { ReserveTransferDialogComponent } from './reserve-transfer-dialog.component';
 
 /** One account under a head, at the base date and the reporting date. */
 interface CrrSlrRow {
@@ -33,47 +31,6 @@ interface CrrSlrRow {
   status: string;
 }
 
-/** One reserve account, with what it holds on the business date. */
-interface ReserveAccount {
-  glAccountId: number;
-  glCode: string;
-  name: string;
-  balance: number;
-  /** The Form 1 item the account answers — V, VI(a), VI(b), VI(c). */
-  item: string;
-  head: string;
-  /**
-   * Whether the filed return reads this balance.
-   *
-   * An account the bank holds but has not mapped is still somewhere money can be moved, so it is
-   * listed — but counting it toward what is maintained would have this screen claim a compliance
-   * the return does not.
-   */
-  countsTowardMaintained: boolean;
-}
-
-/** One ratio's standing: what it needs, what it has, and which way the gap runs. */
-interface ReserveRatio {
-  required: number;
-  maintained: number;
-  surplus: number;
-  /** Positive — a shortfall is an amount to cover, not a negative surplus. */
-  shortfall: number;
-  met: boolean;
-}
-
-/** The reserve position as it stands on the business date. */
-interface ReservePosition {
-  onDate: string;
-  /** The close the requirement is charged on — a fortnight back, by RBI's lag rule. */
-  baseDate: string;
-  crrPercentage: number | null;
-  slrPercentage: number | null;
-  crr: ReserveRatio;
-  slr: ReserveRatio;
-  accounts: ReserveAccount[];
-}
-
 @Component({
   selector: 'mifosx-crr-slr-dialog',
   standalone: true,
@@ -92,18 +49,8 @@ interface ReservePosition {
 export class CrrSlrDialogComponent implements OnInit {
   private dialogRef = inject(MatDialogRef<CrrSlrDialogComponent>);
   private rbi = inject(RbiCircularsService);
-  private dialog = inject(MatDialog);
-  private auth = inject(AuthenticationService);
 
-  activeTab: 'demand' | 'time' | 'assets' | 'slr' | 'held' = 'demand';
+  activeTab: 'demand' | 'time' | 'assets' | 'slr' = 'demand';
-
-  /**
-   * The reserve position on the business date — null until it loads, or if it cannot be read.
-   *
-   * Separate from the return the other tabs show: those report a fortnight close, this reports
-   * where the money is now.
-   */
-  position: ReservePosition | null = null;
 
   /** The date the figures were struck at, as the return itself reports it. */
   reportingDateStr = '';
@@ -135,23 +82,7 @@ export class CrrSlrDialogComponent implements OnInit {
   totalDemand: number | null = null;
   totalTime: number | null = null;
   totalBankingAssets: number | null = null;
-  /**
-   * Whether item III was actually deducted from the base.
-   *
-   * It nets against item I rather than against the whole base, and the netting floors at zero — so
-   * a bank holding more with other banks than it owes them has nothing deducted at all.
-   */
-  bankingAssetsNet = false;
-  /** Item IV(a) — the bank's own net liabilities on the date being reported. */
   ndtl: number | null = null;
-  /**
-   * Item IV(b) — the base a fortnight back, which both ratios are actually charged on.
-   *
-   * A separate figure from `ndtl` above and not interchangeable with it: the requirement is struck
-   * on this one, so a ratio or a tile that quotes the other states a percentage of something the
-   * requirement was never computed from.
-   */
-  baseNdtl: number | null = null;
   crrRate: number | null = null;
   slrRate: number | null = null;
   crrRequired: number | null = null;
@@ -167,7 +98,7 @@ export class CrrSlrDialogComponent implements OnInit {
    * A dash and a zero say different things — "not reported" against "reported as nil" — and on a
    * regulatory screen the difference decides whether anyone goes looking for the missing mapping.
    */
-  rupees(value: number | null): string {
+  crore(value: number | null): string {
     if (value === null) {
       return '—';
     }
@@ -175,19 +106,9 @@ export class CrrSlrDialogComponent implements OnInit {
   }
 
   ngOnInit(): void {
-    // Today's position, alongside the return below. The two answer different questions and are
+    // The return is reported in rupees; this screen reads in crore, as a dashboard tile does.
-    // fetched separately: the return reports a fortnight close, this reports the balances as they
+    const toCrore = (v: number | null | undefined): number | null =>
-    // stand on the business date, which is what a desk can still act on.
+      v === null || v === undefined ? null : +(v / 1e7).toFixed(2);
-    this.rbi.getReservePosition().subscribe({
-      next: (data: ReservePosition) => (this.position = data),
-      // A position that cannot be read leaves the other four tabs working. The tab simply shows
-      // nothing rather than taking the whole dialog down with it.
-      error: () => (this.position = null)
-    });
-
-    // Figures stay in rupees. They were rounded to crore until now, which on a bank this size threw
-    // away everything that tells one fortnight from the next — a seventy-crore NDTL and the one a
-    // fortnight later both read "₹70 Cr".
 
     // The statutory Form 1, not the working report. Form 1 is filed twice a month — at the 15th and
     // at the month end — and this screen should show the close the bank last filed, not a position
@@ -218,66 +139,27 @@ export class CrrSlrDialogComponent implements OnInit {
         // Part A's own lines, read by the Roman numeral each carries. Read from the return rather
         // than recomputed, so this screen and the filed form cannot come to disagree.
         const lines: any[] = data?.partA?.lines ?? [];
-        // Matched without regard to case: the form prints its heads in capitals — "(A) DEMAND
-        // LIABILITIES :" — and matching them as written left every tile reading a dash while the
-        // figures sat in the response.
-        // Matched without regard to case, and only against lines that actually carry figures. The
-        // form heads item I with "(a) Demand Liabilities:" — a caption with no values — directly
-        // above item II's "(A) DEMAND LIABILITIES :", which holds the figure. Matching on text
-        // alone found the caption first and read a dash off it.
         const at = (startsWith: string): number | null => {
-          const want = startsWith.toUpperCase();
+          const line = lines.find((l: any) => String(l?.label ?? '').startsWith(startsWith));
-          const line = lines.find(
-            (l: any) =>
-              Array.isArray(l?.values) &&
-              String(l?.label ?? '')
-                .toUpperCase()
-                .startsWith(want)
-          );
           return line?.values?.[latest] ?? null;
         };
 
-        // Item II's own two lines, matched including the trailing colon the form prints. Item I
+        this.totalDemand = toCrore(at('(A) Demand liabilities'));
-        // carries a "(b) Time Liabilities to the banking system" of its own — a different figure,
+        this.totalTime = toCrore(at('(B) Time liabilities'));
-        // and the one a looser match found first.
+        this.totalBankingAssets = toCrore(at('TOTAL OF III'));
-        this.totalDemand = at('(A) DEMAND LIABILITIES :');
+        // IV(b) is the base the ratios are actually charged on — the figure behind the requirement,
-        this.totalTime = at('(B) TIME LIABILITIES :');
+        // not the bank's liabilities on the day being reported.
-        this.totalBankingAssets = at('TOTAL OF III');
+        this.ndtl = toCrore(at('IV. b)'));
-        // Whether item III actually came off the base. The form nets it against item I — the
+        this.crrRequired = toCrore(data?.partB?.required?.[latest]);
-        // liabilities OWED TO the banking system — and floors that netting at zero: where the
+        this.slrRequired = toCrore(data?.partC?.required?.[latest]);
-        // bank's assets with other banks exceed what it owes them, the excess is NOT deducted and
+        this.totalLiquidAssets = toCrore(data?.partC?.maintained?.[latest]);
-        // the base is item II alone. Stating "deducted from NDTL" in that case names a subtraction
-        // the return did not make, and a reader checking the arithmetic finds it does not work.
-        const liabilitiesToBanks = at('TOTAL OF I');
-        this.bankingAssetsNet =
-          liabilitiesToBanks !== null &&
-          this.totalBankingAssets !== null &&
-          liabilitiesToBanks > this.totalBankingAssets;
-        // Two different figures, and the screen needs both.
-        //
-        // IV(a) is the bank's OWN net liabilities on the reporting date — what the demand, time and
-        // banking-asset tiles add up to, so it is the one the formula row must end at. IV(b) is the
-        // base a fortnight back, which is what the requirement is charged on.
-        //
-        // Showing IV(b) as the result of the formula was arithmetic that did not work: three terms
-        // struck on one date reaching a figure struck on another, off by whatever the liabilities
-        // had moved in between.
-        this.ndtl = at('IV. a)');
-        this.baseNdtl = at('IV. b)');
-        this.crrRequired = data?.partB?.required?.[latest] ?? null;
-        this.slrRequired = data?.partC?.required?.[latest] ?? null;
-        this.totalLiquidAssets = data?.partC?.maintained?.[latest] ?? null;
 
         if (this.slrRequired !== null && this.totalLiquidAssets !== null) {
           this.slrSurplus = +(this.totalLiquidAssets - this.slrRequired).toFixed(2);
         }
-        // Struck on the base, not on today's own liabilities: the requirement below it is charged
+        if (this.ndtl) {
-        // on the base, and a ratio measured against a different denominator from the one the
-        // requirement uses cannot be compared with it — "33.62% against a minimum of 18%" would be
-        // two percentages of two different things.
-        if (this.baseNdtl) {
           this.slrActualPercent =
-            this.totalLiquidAssets === null ? null : +((this.totalLiquidAssets / this.baseNdtl) * 100).toFixed(2);
+            this.totalLiquidAssets === null ? null : +((this.totalLiquidAssets / this.ndtl) * 100).toFixed(2);
         }
         if (this.crrRequired !== null && this.slrRequired !== null) {
           this.totalReserve = +(this.crrRequired + this.slrRequired).toFixed(2);
@@ -327,20 +209,13 @@ export class CrrSlrDialogComponent implements OnInit {
         // The form's own wording, with its numbering trimmed off the front — the table has a column
         // of its own for that.
         name: label.replace(/^\s*\(?[a-zA-Z0-9]+\)?[.)]?\s*/, '').trim() || label.trim(),
-        // The form's own numbering — I(a)(ii), II(A), VII(c) — rather than the configuration key
+        sub: line.configKey ? String(line.configKey).replace(/_/g, ' ') : 'Derived from the form',
-        // behind it. A reader checking this screen against the filed return looks for the item
+        code: line.configKey ?? '—',
-        // number; FORM1_I_A_II_OTHER_DEMAND_BS is the name of a database row and means nothing to
+        opening: this.crore(opening),
-        // them.
+        current: this.crore(current),
-        sub: '',
-        code: (label.match(/^\s*\(?([IVXivx]+|[A-Za-z0-9]+)\)?[.)]?/) ?? [
-            ,
-            '—'
-          ])[1] ?? '—',
-        opening: this.rupees(opening),
-        current: this.rupees(current),
         openingValue: opening,
         currentValue: current,
-        change: change === null ? '—' : `${change >= 0 ? '+' : ''}${this.rupees(change).replace('₹', '')}`,
+        change: change === null ? '—' : `${change >= 0 ? '+' : ''}${this.crore(change).replace('₹', '')}`,
         changeDir: change === null ? 'flat' : change >= 0 ? 'up' : 'dn',
         // A head with no GL mapped reports nothing, and the form says so rather than reporting nil.
         status: line.configured === false ? 'Not mapped' : 'Active'
@@ -360,7 +235,7 @@ export class CrrSlrDialogComponent implements OnInit {
    */
   totalOf(rows: CrrSlrRow[], column: 'openingValue' | 'currentValue'): string {
     const values = rows.map((r) => r[column]).filter((v): v is number => v !== null);
-    return values.length ? this.rupees(values.reduce((a, b) => a + b, 0)) : '—';
+    return values.length ? this.crore(values.reduce((a, b) => a + b, 0)) : '—';
   }
 
   /** The movement across a tab, between the two closes the form reports. */
@@ -371,7 +246,7 @@ export class CrrSlrDialogComponent implements OnInit {
       return '—';
     }
     const change = current.reduce((a, b) => a + b, 0) - opening.reduce((a, b) => a + b, 0);
-    return `${change >= 0 ? '+' : ''}${this.rupees(change).replace('₹', '')}`;
+    return `${change >= 0 ? '+' : ''}${this.crore(change).replace('₹', '')}`;
   }
 
   /** Fills the four tabs from one reading of the form. */
@@ -382,148 +257,16 @@ export class CrrSlrDialogComponent implements OnInit {
     };
     // Matched on how the form labels each head, not on a fixed list of account names: a bank that
     // maps a new account to a head gets it on the right tab without this screen being changed.
-    // Item II only — what the bank owes its own depositors. Item I's lines are worded the same way
+    this.demandLiabilities = this.rowsFrom(lines, latest, (l) => has(l, 'demand liabilit'));
-    // but are owed to the banking system, and the form nets them against item III rather than
+    this.timeLiabilities = this.rowsFrom(lines, latest, (l) => has(l, 'time liabilit') && !has(l, 'demand and time'));
-    // adding them here, so a tab headed "payable on demand" that carried both would double-count
+    // III — what the banking system owes this bank, which nets off the liability base.
-    // the one and misstate the other.
+    this.bankingAssets = this.rowsFrom(lines, latest, (l) =>
-    const toBankingSystem = (l: string): boolean => has(l, 'to the banking system', 'banking system');
+      has(l, 'current account balances with sbi', 'balances in all accounts', 'money at call', 'advances and any other')
-    this.demandLiabilities = this.rowsFrom(lines, latest, (l) => has(l, 'demand liabilit') && !toBankingSystem(l));
-    this.timeLiabilities = this.rowsFrom(
-      lines,
-      latest,
-      (l) => has(l, 'time liabilit') && !has(l, 'demand and time') && !toBankingSystem(l)
     );
-    // III — what the banking system owes this bank, which nets off the liability base. Matched on
+    // V, VI and VII — the cash, balances and securities the two ratios are met in.
-    // the words the form actually prints: its item III(a) reads "TOTAL OF CREDIT BALANCES IN
+    this.liquidAssets = this.rowsFrom(lines, latest, (l) =>
-    // CURRENT ACCOUNT maintained with S.B.I...", which the shorter phrases this looked for never
+      has(l, 'cash on hand', 'reserve bank of india', 'co-operative bank', 'government securities')
-    // appeared in, so the tab came out empty while its total showed a figure.
-    this.bankingAssets = this.rowsFrom(
-      lines,
-      latest,
-      (l) =>
-        has(
-          l,
-          'credit balances in current account',
-          'other assets with the banking system',
-          'balances in all accounts',
-          'money at call',
-          'advances & any other'
-        ) &&
-        // Item I(a)(i) is worded almost identically but is the opposite side of the ledger: what
-        // the banking system holds WITH this bank, a liability. On a tab headed "deducted from
-        // gross liabilities" it would be read as an asset and netted the wrong way.
-        !has(l, 'maintained with the co-operative bank by state')
     );
-    // V, VI and VII — the cash, balances and securities the two ratios are met in. Item I's own
-    // SBI line is excluded: it is a liability TO the banking system, and listing it among the
-    // assets held against a ratio reads as something the bank can count toward it.
-    this.liquidAssets = this.rowsFrom(
-      lines,
-      latest,
-      (l) =>
-        has(l, 'cash on hand', 'reserve bank of india', 'co.op.bank', 'co-operative bank', 'govt. security') &&
-        !has(l, 'maintained with the co-operative bank by state')
-    );
-  }
-
-  /**
-   * The two ratios as rows, so the template states them once rather than twice over.
-   */
-  positionRatios(): {
-    name: string;
-    rate: number | null;
-    required: number;
-    maintained: number;
-    surplus: number;
-    shortfall: number;
-    met: boolean;
-  }[] {
-    if (!this.position) {
-      return [];
-    }
-    return [
-      { name: 'CRR', rate: this.position.crrPercentage, ...this.position.crr },
-      { name: 'SLR', rate: this.position.slrPercentage, ...this.position.slr }
-    ];
-  }
-
-  /**
-   * A reserve figure in rupees, to the paisa.
-   *
-   * Not rounded like the table cells above: a desk covering a shortfall transfers an exact amount, and
-   * "₹0.37 Cr" is not an amount anyone can send.
-   */
-  money(value: number | null | undefined): string {
-    if (value === null || value === undefined) {
-      return '—';
-    }
-    return `₹${value.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
-  }
-
-  /**
-   * A figure for a summary tile, scaled so it fits however large the bank grows.
-   *
-   * Tiles are read for order of magnitude, so they carry whole rupees up to a crore and switch to
-   * crore above it: ₹70,10,45,062 is nineteen characters and overflows its card, where ₹70.10 Cr
-   * is seven and says the same thing to anyone glancing at it. The exact amount, to the paise, is
-   * on the tables below and on the reserve-accounts tab — which is where anyone acting on a figure
-   * rather than scanning it goes.
-   *
-   * Scaled rather than merely shrunk, because a fixed format only ever fits the balances the bank
-   * happens to hold today. This one holds at four or five characters whether the figure is lakhs
-   * or lakh-crore, so a bank that grows ten-fold does not come back to a row of clipped tiles.
-   */
-  tile(value: number | null | undefined): string {
-    if (value === null || value === undefined) {
-      return '—';
-    }
-    const abs = Math.abs(value);
-    const sign = value < 0 ? '-' : '';
-    // Indian scale: a crore is 1e7, a lakh 1e5. Below a lakh the whole rupee figure is already
-    // short enough that scaling it would hide detail for nothing.
-    if (abs >= 1e7) {
-      return `${sign}₹${(abs / 1e7).toLocaleString('en-IN', { maximumFractionDigits: 2 })} Cr`;
-    }
-    if (abs >= 1e5) {
-      return `${sign}₹${(abs / 1e5).toLocaleString('en-IN', { maximumFractionDigits: 2 })} L`;
-    }
-    return `${sign}₹${Math.round(abs).toLocaleString('en-IN')}`;
-  }
-
-  /**
-   * Move money into or out of a reserve account.
-   *
-   * The entry posts through the platform's own journal command, so it goes to maker-checker like
-   * any other entry against the ledger — the money is real, and a transfer that settles a statutory
-   * requirement is not a thing one person should be able to post alone.
-   */
-  openTransfer(account: ReserveAccount): void {
-    const ref = this.dialog.open(ReserveTransferDialogComponent, {
-      data: {
-        from: account,
-        // Only the reserve accounts. A transfer out of the cash reserve into something that does
-        // not count toward it would quietly reduce what is maintained, and this screen exists to
-        // keep that figure up.
-        accounts: this.position?.accounts ?? [],
-        // The entry posts against the user's own office — the one whose books hold these accounts.
-        // Falls back to head office, which Fineract seeds as 1, rather than failing to open.
-        officeId: this.auth.getCredentials()?.officeId ?? 1,
-        currencyCode: 'INR'
-      },
-      autoFocus: false
-    });
-
-    ref.afterClosed().subscribe((posted: boolean) => {
-      if (posted) {
-        // The balances on screen are now a step behind the ledger. Read again rather than adjusting
-        // them here: the entry may have gone to maker-checker and not yet moved anything, and a
-        // screen that assumed it had would show a position the bank is not in.
-        this.rbi.getReservePosition().subscribe({
-          next: (data: ReservePosition) => (this.position = data),
-          error: () => undefined
-        });
-      }
-    });
   }
 
   close(): void {

src/app/home/dashboard/crr-slr-dialog/reserve-transfer-dialog.component.html

@@ -1,124 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="rt">
-  <div class="rt-head">
-    <h2 class="rt-title">Transfer between reserve accounts</h2>
-    <button class="rt-x" (click)="close()" aria-label="Close">
-      <fa-icon icon="times"></fa-icon>
-    </button>
-  </div>
-
-  <!-- The two accounts, the way a desk thinks about them: money leaves one and arrives in the
-       other. The ledger's debit and credit are worked out when the entry posts, because asking a
-       treasury user which side to credit in order to move their own money is asking them to do the
-       ledger's job. -->
-  <div class="rt-from">
-    <div class="rt-field-label">From</div>
-    <div class="rt-acct">
-      <div class="rt-acct-name">{{ from.name }}</div>
-      <div class="rt-acct-sub">{{ from.glCode }} &middot; {{ from.item }} {{ from.head }}</div>
-    </div>
-    <div class="rt-bal">
-      <span class="rt-bal-label">Balance</span>
-      <span class="rt-bal-val">{{ money(from.balance) }}</span>
-    </div>
-  </div>
-
-  <div class="rt-arrow"><fa-icon icon="arrow-down"></fa-icon></div>
-
-  <div class="rt-row">
-    <label class="rt-field-label" for="rt-to">To</label>
-    <select id="rt-to" class="rt-input" [(ngModel)]="toAccountId">
-      <option [ngValue]="null">Choose the account to receive it</option>
-      @for (a of destinations; track a.glAccountId) {
-        <option [ngValue]="a.glAccountId">{{ a.glCode }} &middot; {{ a.name }} &mdash; {{ money(a.balance) }}</option>
-      }
-    </select>
-  </div>
-
-  <div class="rt-row">
-    <label class="rt-field-label" for="rt-amt">Amount to transfer</label>
-    <div class="rt-amount-wrap">
-      <span class="rt-rupee">&#8377;</span>
-      <input
-        id="rt-amt"
-        class="rt-input rt-amount"
-        type="number"
-        min="0"
-        step="0.01"
-        placeholder="0.00"
-        [(ngModel)]="amount"
-      />
-    </div>
-    <!-- An account cannot send more than it holds: the ledger would carry a negative balance on a
-         bank account, which is not a position that exists. Said as the amount is typed rather than
-         on submit, so the figure is corrected before anyone commits to it. -->
-    @if (overdrawn) {
-      <div class="rt-warn">More than {{ from.name }} holds. It has {{ money(from.balance) }}.</div>
-    }
-  </div>
-
-  <!-- What each account would hold once this posts. A transfer is made to reach a balance, so the
-       balance it reaches is the thing worth showing before it is sent. -->
-  @if (to && (amount ?? 0) > 0 && !overdrawn) {
-    <div class="rt-after">
-      <div class="rt-after-row">
-        <span>{{ from.name }}</span>
-        <span
-          >{{ money(from.balance) }} &rarr; <strong>{{ money(fromAfter) }}</strong></span
-        >
-      </div>
-      <div class="rt-after-row">
-        <span>{{ to.name }}</span>
-        <span
-          >{{ money(to.balance) }} &rarr; <strong>{{ money(toAfter) }}</strong></span
-        >
-      </div>
-    </div>
-  }
-
-  <div class="rt-row">
-    <label class="rt-field-label" for="rt-ref">Reference <span class="rt-opt">optional</span></label>
-    <input id="rt-ref" class="rt-input" type="text" placeholder="NEFT / RTGS reference" [(ngModel)]="reference" />
-  </div>
-
-  <div class="rt-row">
-    <label class="rt-field-label" for="rt-note">Note <span class="rt-opt">optional</span></label>
-    <input
-      id="rt-note"
-      class="rt-input"
-      type="text"
-      placeholder="Why the money is being moved"
-      [(ngModel)]="comments"
-    />
-  </div>
-
-  <!-- What this does and does not do. The entry is the bank's record of the movement; the money
-       reaches the other bank when the desk sends the NEFT or RTGS. A screen that posted silently
-       would leave someone believing the funds had moved. -->
-  <div class="rt-note">
-    <fa-icon icon="info-circle"></fa-icon>
-    This records the movement in the ledger and goes for approval. Send the NEFT or RTGS separately &mdash; the money
-    does not move until you do.
-  </div>
-
-  @if (error) {
-    <div class="rt-error">
-      <fa-icon icon="exclamation-triangle"></fa-icon>
-      {{ error }}
-    </div>
-  }
-
-  <div class="rt-actions">
-    <button mat-button (click)="close()">Cancel</button>
-    <button mat-raised-button color="primary" [disabled]="!canSubmit" (click)="submit()">
-      {{ submitting ? 'Posting…' : 'Post transfer' }}
-    </button>
-  </div>
-</div>

src/app/home/dashboard/crr-slr-dialog/reserve-transfer-dialog.component.scss

@@ -1,223 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-$ink: #202124;
-$ink2: #3c4043;
-$ink3: #5f6368;
-$border: #e2e8f0;
-$primary: #0b5394;
-$red: #c5221f;
-$amber: #b06000;
-$surface: #fff;
-$mono: 'Roboto Mono', 'Courier New', monospace;
-
-.rt {
-  padding: 20px 24px 16px;
-  min-width: 420px;
-  max-width: 520px;
-}
-
-.rt-head {
-  display: flex;
-  align-items: flex-start;
-  justify-content: space-between;
-  margin-bottom: 18px;
-}
-
-.rt-title {
-  margin: 0;
-  font-size: 17px;
-  font-weight: 600;
-  color: $ink;
-}
-
-.rt-x {
-  border: none;
-  background: none;
-  color: $ink3;
-  cursor: pointer;
-  padding: 2px 6px;
-
-  &:hover {
-    color: $ink;
-  }
-}
-
-.rt-field-label {
-  display: block;
-  font-size: 11px;
-  font-weight: 600;
-  letter-spacing: 0.4px;
-  text-transform: uppercase;
-  color: $ink3;
-  margin-bottom: 6px;
-}
-
-.rt-opt {
-  font-weight: 400;
-  text-transform: none;
-  letter-spacing: 0;
-  color: $ink3;
-  opacity: 0.75;
-}
-
-// The source account — fixed, since the dialog is opened from its row, so it reads as a statement
-// rather than as another field to fill in.
-.rt-from {
-  padding: 12px 14px;
-  border: 1px solid $border;
-  border-radius: 8px;
-  background: #f8fafc;
-}
-
-.rt-acct-name {
-  font-size: 14px;
-  font-weight: 600;
-  color: $ink;
-}
-
-.rt-acct-sub {
-  font-size: 11px;
-  color: $ink3;
-  font-family: $mono;
-  margin-top: 2px;
-}
-
-.rt-bal {
-  display: flex;
-  justify-content: space-between;
-  align-items: baseline;
-  margin-top: 8px;
-  padding-top: 8px;
-  border-top: 1px dashed $border;
-}
-
-.rt-bal-label {
-  font-size: 11px;
-  color: $ink3;
-}
-
-.rt-bal-val {
-  font-family: $mono;
-  font-size: 14px;
-  font-weight: 600;
-  color: $ink;
-  font-variant-numeric: tabular-nums;
-}
-
-.rt-arrow {
-  text-align: center;
-  color: $primary;
-  margin: 10px 0;
-}
-
-.rt-row {
-  margin-bottom: 14px;
-}
-
-.rt-input {
-  width: 100%;
-  box-sizing: border-box;
-  padding: 9px 11px;
-  border: 1px solid $border;
-  border-radius: 6px;
-  font-size: 14px;
-  color: $ink2;
-  background: $surface;
-
-  &:focus {
-    outline: none;
-    border-color: $primary;
-  }
-}
-
-// The amount carries the rupee inside the field, so the figure is read as money without the sign
-// being something anyone has to type.
-.rt-amount-wrap {
-  position: relative;
-}
-
-.rt-rupee {
-  position: absolute;
-  left: 11px;
-  top: 50%;
-  transform: translateY(-50%);
-  color: $ink3;
-  font-size: 14px;
-}
-
-.rt-amount {
-  padding-left: 26px;
-  font-family: $mono;
-  font-variant-numeric: tabular-nums;
-}
-
-.rt-warn {
-  margin-top: 6px;
-  font-size: 12px;
-  color: $red;
-}
-
-// What each account would hold once this posts — a transfer is made to reach a balance, so the
-// balance it reaches belongs on screen before it is sent.
-.rt-after {
-  padding: 10px 14px;
-  margin-bottom: 14px;
-  border: 1px solid #cfe3d4;
-  border-radius: 8px;
-  background: #f1f8f3;
-  font-size: 12px;
-}
-
-.rt-after-row {
-  display: flex;
-  justify-content: space-between;
-  gap: 16px;
-  color: $ink2;
-
-  & + & {
-    margin-top: 5px;
-  }
-
-  strong {
-    font-family: $mono;
-    font-variant-numeric: tabular-nums;
-  }
-}
-
-// What the entry does and does not do: the money moves when the desk sends the NEFT, not when this
-// posts, and a dialog that stayed silent would leave someone believing otherwise.
-.rt-note {
-  display: flex;
-  gap: 8px;
-  padding: 10px 12px;
-  border-radius: 8px;
-  background: #fff8e6;
-  color: $amber;
-  font-size: 12px;
-  line-height: 1.45;
-}
-
-.rt-error {
-  display: flex;
-  gap: 8px;
-  margin-top: 12px;
-  padding: 10px 12px;
-  border-radius: 8px;
-  background: #fdecea;
-  color: $red;
-  font-size: 12px;
-  line-height: 1.45;
-}
-
-.rt-actions {
-  display: flex;
-  justify-content: flex-end;
-  gap: 8px;
-  margin-top: 18px;
-}

src/app/home/dashboard/crr-slr-dialog/reserve-transfer-dialog.component.ts

@@ -1,166 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { Component, inject } from '@angular/core';
-import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
-import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
-import { MatButtonModule } from '@angular/material/button';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { RbiCircularsService } from '../../../rbi-circulars/rbi-circulars.service';
-
-/** A reserve account as the position screen lists it. */
-export interface TransferAccount {
-  glAccountId: number;
-  glCode: string;
-  name: string;
-  balance: number;
-  item: string;
-  head: string;
-}
-
-/** What the dialog is opened with: the account clicked, and everything it may move to. */
-export interface ReserveTransferData {
-  from: TransferAccount;
-  accounts: TransferAccount[];
-  /** The office the entry posts against, and the date it posts on. */
-  officeId: number;
-  currencyCode: string;
-}
-
-/**
- * Moves money between the accounts the cash reserve is held in.
- *
- * The entry posts through the platform's own journal command, so it goes to maker-checker like any
- * other entry against the ledger. That is deliberate: the amounts settle a statutory requirement,
- * and a transfer that changes whether the bank is compliant is not something one person should be
- * able to post alone.
- *
- * It records the movement; it does not make it. The money reaches the other bank when the treasury
- * desk sends the NEFT or RTGS, and this entry is the bank's own record of having done so — which is
- * why the dialog says as much before it posts.
- */
-@Component({
-  selector: 'mifosx-reserve-transfer-dialog',
-  standalone: true,
-  templateUrl: './reserve-transfer-dialog.component.html',
-  styleUrls: ['./reserve-transfer-dialog.component.scss'],
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatDialogModule,
-    MatButtonModule,
-    FaIconComponent
-  ]
-})
-export class ReserveTransferDialogComponent {
-  private dialogRef = inject(MatDialogRef<ReserveTransferDialogComponent>);
-  private rbi = inject(RbiCircularsService);
-  readonly data: ReserveTransferData = inject(MAT_DIALOG_DATA);
-
-  /** The account money leaves. Fixed — the dialog is opened from its row. */
-  readonly from: TransferAccount;
-  /** Everything it can move to: the other reserve accounts, never itself. */
-  readonly destinations: TransferAccount[];
-
-  toAccountId: number | null = null;
-  amount: number | null = null;
-  reference = '';
-  comments = '';
-
-  submitting = false;
-  error = '';
-
-  constructor() {
-    this.from = this.data.from;
-    this.destinations = (this.data.accounts ?? []).filter((a) => a.glAccountId !== this.data.from.glAccountId);
-  }
-
-  /** The account chosen to receive the money, while one is chosen. */
-  get to(): TransferAccount | null {
-    return this.destinations.find((a) => a.glAccountId === this.toAccountId) ?? null;
-  }
-
-  /** What the source would hold once this posts — the figure that decides whether it may. */
-  get fromAfter(): number {
-    return this.from.balance - (this.amount ?? 0);
-  }
-
-  get toAfter(): number {
-    return (this.to?.balance ?? 0) + (this.amount ?? 0);
-  }
-
-  /**
-   * Whether the amount can actually be sent.
-   *
-   * An account cannot send more than it holds: the ledger would carry a negative balance on a cash
-   * or bank account, which is not a position that exists.
-   */
-  get overdrawn(): boolean {
-    return this.amount !== null && this.amount > this.from.balance;
-  }
-
-  get canSubmit(): boolean {
-    return !this.submitting && this.toAccountId !== null && (this.amount ?? 0) > 0 && !this.overdrawn;
-  }
-
-  money(value: number | null | undefined): string {
-    if (value === null || value === undefined) {
-      return '—';
-    }
-    return `₹${value.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
-  }
-
-  /**
-   * Posts the transfer as a single journal entry.
-   *
-   * These are asset accounts, so the one money LEAVES is credited and the one it arrives in is
-   * debited — the opposite of how the screen words it, and deliberately so: a treasury user thinks
-   * "send from here, receive there", and making them think in debits and credits to move their own
-   * money would be asking them to do the ledger's job.
-   */
-  submit(): void {
-    if (!this.canSubmit || !this.to) {
-      return;
-    }
-    this.submitting = true;
-    this.error = '';
-
-    // The reserve endpoint, not the manual journal entry one: that is turned off at the HTTP edge
-    // on this installation. The sides are named from and to, as a desk thinks of them; the debit
-    // and credit are worked out on the server, where the accounts can also be checked.
-    const transfer = {
-      fromGlAccountId: this.from.glAccountId,
-      toGlAccountId: this.to.glAccountId,
-      amount: this.amount as number,
-      officeId: this.data.officeId,
-      reference: this.reference || undefined,
-      comments:
-        this.comments || `Reserve transfer: ${this.from.glCode} ${this.from.name} to ${this.to.glCode} ${this.to.name}`
-    };
-
-    this.rbi.transferReserve(transfer).subscribe({
-      next: () => this.dialogRef.close(true),
-      error: (err: any) => {
-        this.submitting = false;
-        // The platform's own message, not a rewritten one: it names the rule that stopped the
-        // entry — a closed accounting period, a disabled account — and a generic "could not post"
-        // sends the user to look for a fault that has already been explained.
-        this.error =
-          err?.error?.developerMessage ||
-          err?.error?.defaultUserMessage ||
-          err?.error?.errors?.[0]?.defaultUserMessage ||
-          'The transfer could not be posted.';
-      }
-    });
-  }
-
-  close(): void {
-    this.dialogRef.close(false);
-  }
-}

src/app/home/dashboard/dashboard.component.html

@@ -38,18 +38,12 @@
             >
             <span class="metric-value">{{ crrSlr.crrRequired }}</span>
           </div>
-          @if (crrSlr.crrGap) {
-            <div class="metric-gap" [class.metric-gap--short]="crrSlr.crrGap.short">{{ crrSlr.crrGap.text }}</div>
-          }
           <div class="metric-row">
             <span class="metric-label"
               >SLR Required{{ crrSlr.slrRate === null ? '' : ' (' + crrSlr.slrRate + '%)' }}</span
             >
             <span class="metric-value">{{ crrSlr.slrRequired }}</span>
           </div>
-          @if (crrSlr.slrGap) {
-            <div class="metric-gap" [class.metric-gap--short]="crrSlr.slrGap.short">{{ crrSlr.slrGap.text }}</div>
-          }
         </div>
         <!-- "Within Limits" is a compliance statement, so it is made only where the return actually
              says so. Where it cannot compute, the card says that instead of passing the bank. -->

src/app/home/dashboard/dashboard.component.scss

@@ -899,17 +899,3 @@ $purple: #7c3aed;
     text-align: center;
   }
 }
-
-// What is held against a requirement, under the requirement itself. Surplus is quiet; a shortfall is
-// red, because on a compliance card it is the one line that must not be read past.
-.metric-gap {
-  margin: -2px 0 8px;
-  text-align: right;
-  font-size: 11px;
-  color: #137333;
-}
-
-.metric-gap--short {
-  color: #c5221f;
-  font-weight: 700;
-}

src/app/home/dashboard/dashboard.component.ts

@@ -61,19 +61,8 @@ export class DashboardComponent implements OnInit {
     slrRate: number | null;
     crrRequired: string;
     slrRequired: string;
-    /** Surplus, or the shortfall, per ratio. A shortfall is its own amount, not a negative surplus. */
-    crrGap: { text: string; short: boolean } | null;
-    slrGap: { text: string; short: boolean } | null;
     status: 'ok' | 'short' | 'unknown';
-  } = {
+  } = { crrRate: null, slrRate: null, crrRequired: '—', slrRequired: '—', status: 'unknown' };
-    crrRate: null,
-    slrRate: null,
-    crrRequired: '—',
-    slrRequired: '—',
-    crrGap: null,
-    slrGap: null,
-    status: 'unknown'
-  };
 
   /** Array of all user activities */
   userActivity: string[];
@@ -104,27 +93,8 @@ export class DashboardComponent implements OnInit {
 
   /** Fills the CRR/SLR tile from the return, leaving it dashed where the return cannot compute. */
   private loadCrrSlr(): void {
-    // Rupees, not crore. Rounding to crore on a bank this size collapsed the figures to "₹2 Cr"
+    const crore = (v: number | null | undefined): string =>
-    // and "₹13 Cr" — two requirements a crore apart both read the same, and a tile a treasury desk
+      v === null || v === undefined ? '—' : `₹${Math.round(v / 1e7).toLocaleString('en-IN')} Cr`;
-    // glances at said nothing it could act on.
-    // Scaled to the Indian crore/lakh so the tile holds its figure however large the bank grows.
-    // Plain rupees ran to nineteen characters on a seventy-crore requirement and overflowed the
-    // card; rounding to crore outright collapsed two requirements a crore apart to the same "₹2
-    // Cr". This keeps four or five characters and two decimals of precision at any scale.
-    const money = (v: number | null | undefined): string => {
-      if (v === null || v === undefined) {
-        return '—';
-      }
-      const abs = Math.abs(v);
-      const sign = v < 0 ? '-' : '';
-      if (abs >= 1e7) {
-        return `${sign}₹${(abs / 1e7).toLocaleString('en-IN', { maximumFractionDigits: 2 })} Cr`;
-      }
-      if (abs >= 1e5) {
-        return `${sign}₹${(abs / 1e5).toLocaleString('en-IN', { maximumFractionDigits: 2 })} L`;
-      }
-      return `${sign}₹${Math.round(abs).toLocaleString('en-IN')}`;
-    };
 
     // The statutory Form 1, which is the return this bank files — twice a month, at the 15th and at
     // the month end. The working report's 45-day lag lands mid-fortnight, on a date the bank never
@@ -137,8 +107,8 @@ export class DashboardComponent implements OnInit {
         }
         this.crrSlr.crrRate = data?.crrPercentage ?? null;
         this.crrSlr.slrRate = data?.slrPercentage ?? null;
-        this.crrSlr.crrRequired = money(data?.partB?.required?.[latest]);
+        this.crrSlr.crrRequired = crore(data?.partB?.required?.[latest]);
-        this.crrSlr.slrRequired = money(data?.partC?.required?.[latest]);
+        this.crrSlr.slrRequired = crore(data?.partC?.required?.[latest]);
 
         // Compliant only where BOTH ratios are met: the tile carries one tag for the pair, and a
         // bank short on SLR is not within limits because its cash reserve happens to be ample.
@@ -146,19 +116,6 @@ export class DashboardComponent implements OnInit {
         const crrNeed = data?.partB?.required?.[latest];
         const slrHeld = data?.partC?.maintained?.[latest];
         const slrNeed = data?.partC?.required?.[latest];
-        // Each ratio's own standing, under its requirement: surplus where it is met, and the
-        // shortfall — in red, named as one — where it is not. A single "Shortfall" tag said the bank
-        // was short without saying which ratio or by how much, which is the first thing asked.
-        const gap = (held: number | null | undefined, need: number | null | undefined) => {
-          if (held === null || held === undefined || need === null || need === undefined) {
-            return null;
-          }
-          const short = held < need;
-          return { text: `${short ? 'Short' : 'Surplus'} ${money(Math.abs(held - need))}`, short };
-        };
-        this.crrSlr.crrGap = gap(crrHeld, crrNeed);
-        this.crrSlr.slrGap = gap(slrHeld, slrNeed);
-
         if ([
             crrHeld,
             crrNeed,

src/app/kyc-management/kyc-management.component.scss

@@ -108,6 +108,7 @@
 
 .km-main {
   padding: 20px 24px;
+  max-width: 1400px;
 }
 
 .km-page-head {
@@ -1777,7 +1778,3 @@
     border-radius: 2px;
   }
 }
-
-.km-rep {
-  margin-top: 24px;
-}

src/app/loan-eligibility/loan-eligibility-routing.module.ts

@@ -1,27 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { NgModule } from '@angular/core';
-import { RouterModule, Routes } from '@angular/router';
-import { Route } from '../core/route/route.service';
-
-const routes: Routes = [
-  Route.withShell([
-    {
-      path: 'ai/loan-eligibility',
-      loadComponent: () => import('./loan-eligibility.component').then((m) => m.LoanEligibilityComponent),
-      data: { title: 'Loan Eligibility', breadcrumb: 'Loan Eligibility' }
-    }
-  ])
-];
-
-@NgModule({
-  imports: [RouterModule.forChild(routes)],
-  exports: [RouterModule]
-})
-export class LoanEligibilityRoutingModule {}

src/app/loan-eligibility/loan-eligibility.component.html

@@ -1,482 +0,0 @@
-<!--
-  Copyright since 2025 Mifos Initiative
-
-  This Source Code Form is subject to the terms of the Mozilla Public
-  License, v. 2.0. If a copy of the MPL was not distributed with this
-  file, You can obtain one at http://mozilla.org/MPL/2.0/.
--->
-
-<div class="pg">
-  @if (!loading) {
-    <header class="pg-head">
-      <div>
-        <div class="pg-eyebrow">AI / INTELLIGENCE · LENDING &amp; RISK</div>
-        <h1 class="pg-title">Loan Eligibility</h1>
-        <p class="pg-sub">
-          How our loans are running (RBI asset classification) and which loan products the good borrowers are eligible
-          for, using the eligibility rules set on each loan product.
-          @if (summary) {
-            As on {{ summary.asOnDate }}.
-          }
-        </p>
-      </div>
-    </header>
-  }
-
-  @if (error) {
-    <p class="pg-sub le-error">{{ error }}</p>
-  }
-  @if (loading) {
-    <div class="le-loader">
-      <div class="le-spinner"></div>
-      <div class="le-loader-title">Loading loan book…</div>
-      <ul class="le-loader-steps">
-        @for (st of loadingSteps; track $index) {
-          <li [class.le-done]="$index < loadingStep" [class.le-now]="$index === loadingStep">
-            {{ $index < loadingStep ? '✓' : $index === loadingStep ? '…' : '' }} {{ st }}
-          </li>
-        }
-      </ul>
-      <div class="le-progress"><span [style.width.%]="((loadingStep + 1) / loadingSteps.length) * 100"></span></div>
-    </div>
-  }
-
-  @if (summary; as s) {
-    <div class="le-kpis">
-      <div class="le-kpi">
-        <span class="le-kpi-l">Active loans</span>
-        <span class="le-kpi-v">{{ s.activeLoans }}</span>
-        <span class="le-kpi-s">₹{{ s.activeOutstanding | number: '1.0-0' }} outstanding</span>
-      </div>
-      <div class="le-kpi le-kpi--good">
-        <span class="le-kpi-l">Running well (Standard + SMA)</span>
-        <span class="le-kpi-v">{{ s.performingLoans }}</span>
-        <span class="le-kpi-s">₹{{ s.performingOutstanding | number: '1.0-0' }}</span>
-      </div>
-      <div class="le-kpi le-kpi--bad">
-        <span class="le-kpi-l">Gone bad (NPA)</span>
-        <span class="le-kpi-v">{{ s.npaLoans }}</span>
-        <span class="le-kpi-s">₹{{ s.npaOutstanding | number: '1.0-0' }} · Gross NPA {{ s.grossNpaPct }}%</span>
-      </div>
-      <div class="le-kpi">
-        <span class="le-kpi-l">Written off / Closed</span>
-        <span class="le-kpi-v">{{ s.writtenOffLoans }} / {{ s.closedLoans }}</span>
-        <span class="le-kpi-s">₹{{ s.writtenOffAmount | number: '1.0-0' }} written off</span>
-      </div>
-    </div>
-
-    <div class="cctr-tabs le-tabs le-views">
-      <button
-        type="button"
-        class="pg-btn pg-btn--ghost"
-        [class.pg-btn--active]="view === 'BOOK'"
-        (click)="view = 'BOOK'"
-      >
-        Loan book (RBI classes &amp; products)
-      </button>
-      <button
-        type="button"
-        class="pg-btn pg-btn--ghost"
-        [class.pg-btn--active]="view === 'BORROWERS'"
-        (click)="view = 'BORROWERS'"
-      >
-        Borrowers &amp; eligibility (Good {{ s.goodBorrowers }} · Watch {{ s.watchBorrowers }} · Bad
-        {{ s.badBorrowers }})
-      </button>
-    </div>
-
-    @if (view === 'BOOK') {
-      <div class="pg-card">
-        <div class="pos-section-label">Loans by RBI asset classification (days past due)</div>
-        <table class="pg-table">
-          <thead>
-            <tr>
-              <th>Class</th>
-              <th>Days past due</th>
-              <th class="num">Loans</th>
-              <th class="num">Outstanding</th>
-              <th class="num">Overdue</th>
-              <th>Share of book</th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (st of performingStages; track st.stage) {
-              <tr>
-                <td>
-                  <span
-                    class="le-dot"
-                    [class.le-dot--good]="st.stage === 'STANDARD'"
-                    [class.le-dot--warn]="st.stage !== 'STANDARD'"
-                  ></span>
-                  {{ st.label }}
-                </td>
-                <td>{{ st.dpdRange }}</td>
-                <td class="num">{{ st.loans }}</td>
-                <td class="num">₹{{ st.outstanding | number: '1.2-2' }}</td>
-                <td class="num">₹{{ st.overdue | number: '1.2-2' }}</td>
-                <td>
-                  <span class="le-bar"><span [style.width.%]="share(st)"></span></span> {{ share(st) }}%
-                </td>
-              </tr>
-            }
-            @for (st of npaStages; track st.stage) {
-              <tr>
-                <td><span class="le-dot le-dot--bad"></span> {{ st.label }} (NPA)</td>
-                <td>{{ st.dpdRange }}</td>
-                <td class="num">{{ st.loans }}</td>
-                <td class="num">₹{{ st.outstanding | number: '1.2-2' }}</td>
-                <td class="num">₹{{ st.overdue | number: '1.2-2' }}</td>
-                <td>
-                  <span class="le-bar le-bar--bad"><span [style.width.%]="share(st)"></span></span> {{ share(st) }}%
-                </td>
-              </tr>
-            }
-            @for (st of closedStages; track st.stage) {
-              <tr class="le-muted">
-                <td>{{ st.label }}</td>
-                <td>{{ st.dpdRange }}</td>
-                <td class="num">{{ st.loans }}</td>
-                <td class="num">–</td>
-                <td class="num">–</td>
-                <td></td>
-              </tr>
-            }
-          </tbody>
-        </table>
-      </div>
-
-      <div class="pg-card">
-        <div class="pos-section-label">Active loans by product</div>
-        <table class="pg-table">
-          <thead>
-            <tr>
-              <th>Product</th>
-              <th class="num">Active</th>
-              <th class="num">Running well</th>
-              <th class="num">NPA</th>
-              <th class="num">Outstanding</th>
-              <th class="num">NPA outstanding</th>
-            </tr>
-          </thead>
-          <tbody>
-            @for (p of s.products; track p.productId) {
-              <tr>
-                <td>{{ p.productName }}</td>
-                <td class="num">{{ p.activeLoans }}</td>
-                <td class="num">{{ p.performingLoans }}</td>
-                <td class="num">{{ p.npaLoans }}</td>
-                <td class="num">₹{{ p.outstanding | number: '1.2-2' }}</td>
-                <td class="num">₹{{ p.npaOutstanding | number: '1.2-2' }}</td>
-              </tr>
-            } @empty {
-              <tr>
-                <td colspan="6" class="pg-empty">No active loans.</td>
-              </tr>
-            }
-          </tbody>
-        </table>
-      </div>
-
-      <div class="pg-card">
-        <div class="pos-section-label">Share linking to borrowing (5% unsecured · 2.5% secured)</div>
-        <div class="le-facts">
-          <span>Shares required on running loans: ₹{{ s.shareRequired | number: '1.0-0' }}</span>
-          <span>Shares held by these members: ₹{{ s.shareHeld | number: '1.0-0' }}</span>
-          <span [class.le-late]="s.shareShortMembers > 0"
-            >Members short: {{ s.shareShortMembers }} (₹{{ s.shareShortfall | number: '1.0-0' }} to collect)</span
-          >
-        </div>
-      </div>
-    }
-
-    @if (view === 'BORROWERS') {
-      <div class="pg-card">
-        <div class="pos-section-label">
-          Borrowers — Good {{ s.goodBorrowers }} · Watch {{ s.watchBorrowers }} · Bad {{ s.badBorrowers }}
-        </div>
-        <div class="cctr-tabs le-tabs">
-          @for (c of categories; track c.value) {
-            <button
-              type="button"
-              class="pg-btn pg-btn--ghost"
-              [class.pg-btn--active]="category === c.value"
-              (click)="setCategory(c.value)"
-            >
-              {{ c.label }}
-            </button>
-          }
-          <input
-            type="text"
-            class="le-search"
-            placeholder="Search name / account no"
-            [(ngModel)]="search"
-            (keyup.enter)="loadBorrowers()"
-          />
-          <button type="button" class="pg-btn pg-btn--ghost" (click)="loadBorrowers()">Search</button>
-        </div>
-        <p class="pg-sub le-help">
-          Good: every running loan is regular (0 days past due) and nothing was ever written off. Watch: a loan is
-          overdue up to 90 days (SMA). Bad: a loan is NPA or written off. Eligibility is worked out for good borrowers
-          only; a fresh loan also needs a clean EMI record (at most 2 EMIs ever paid late).
-        </p>
-        <table class="pg-table le-compact">
-          <thead>
-            <tr>
-              <th>Borrower</th>
-              <th>Category</th>
-              <th class="num">Running / Closed</th>
-              <th>EMI record</th>
-              <th class="num">Outstanding</th>
-              <th class="num">Max days overdue</th>
-              <th>Worst class</th>
-              <th>More loan?</th>
-              <th></th>
-            </tr>
-          </thead>
-          <tbody>
-            @if (borrowersLoading) {
-              <tr>
-                <td colspan="9" class="pg-empty">
-                  <span class="le-spinner le-spinner--sm"></span> Fetching borrowers…
-                </td>
-              </tr>
-            }
-            @for (b of borrowersLoading ? [] : pagedBorrowers; track b.clientId) {
-              <tr [class.le-selected]="selected?.clientId === b.clientId">
-                <td>
-                  {{ b.clientName }} <small>({{ b.clientAccountNo }})</small>
-                </td>
-                <td>
-                  <span class="le-chip" [ngClass]="'le-chip--' + b.category.toLowerCase()">{{
-                    categoryLabel(b.category)
-                  }}</span>
-                </td>
-                <td class="num">{{ b.activeLoans }} / {{ b.closedLoans }}</td>
-                <td>
-                  {{ b.emisPaid - b.emisLate }} / {{ b.emisPaid }} on time
-                  @if (b.emisLate) {
-                    <small class="le-late">({{ b.emisLate }} late)</small>
-                  }
-                </td>
-                <td class="num">₹{{ b.outstanding | number: '1.2-2' }}</td>
-                <td class="num">{{ b.maxDpd }}</td>
-                <td>{{ b.worstStage || '–' }}</td>
-                <td>
-                  @if (b.eligibleProducts > 0) {
-                    <span class="le-chip le-chip--good">Yes · {{ b.eligibleProducts }} products</span>
-                  } @else {
-                    <span class="le-chip le-chip--bad">No</span>
-                  }
-                </td>
-                <td>
-                  <button type="button" class="pg-btn pg-btn--ghost" [disabled]="openingId !== null" (click)="open(b)">
-                    {{ openingId === b.clientId ? 'Loading…' : 'View' }}
-                  </button>
-                </td>
-              </tr>
-            } @empty {
-              <tr>
-                <td colspan="9" class="pg-empty">No borrowers in this category.</td>
-              </tr>
-            }
-          </tbody>
-        </table>
-        @if (borrowers.length > pageSize) {
-          <div class="le-pager">
-            <span>Showing {{ page * pageSize + 1 }}–{{ pageEnd }} of {{ borrowers.length }}</span>
-            <button type="button" class="pg-btn pg-btn--ghost" [disabled]="page === 0" (click)="page = page - 1">
-              ‹ Prev
-            </button>
-            @for (p of pages; track p) {
-              <button type="button" class="pg-btn pg-btn--ghost" [class.pg-btn--active]="p === page" (click)="page = p">
-                {{ p + 1 }}
-              </button>
-            }
-            <button
-              type="button"
-              class="pg-btn pg-btn--ghost"
-              [disabled]="page >= pages.length - 1"
-              (click)="page = page + 1"
-            >
-              Next ›
-            </button>
-          </div>
-        }
-      </div>
-    }
-
-    @if (selected; as b) {
-      <div class="le-overlay" (click)="close()">
-        <div class="le-modal" role="dialog" aria-modal="true" (click)="$event.stopPropagation()">
-          <div class="le-modal-head">
-            <div class="pos-section-label">
-              {{ b.clientName }} ({{ b.clientAccountNo }}) — {{ categoryLabel(b.category) }} borrower
-            </div>
-            <button type="button" class="pg-btn pg-btn--ghost" (click)="close()">Close</button>
-          </div>
-          <div class="le-facts">
-            <span>Age: {{ b.age ?? 'not recorded' }}</span>
-            <span
-              >Monthly income: {{ b.monthlyIncome ? '₹' + (b.monthlyIncome | number: '1.0-0') : 'not recorded' }}</span
-            >
-            <span>Current EMIs: ₹{{ b.currentEmi | number: '1.0-0' }}</span>
-            <span>EMI record: {{ b.emisPaid - b.emisLate }} of {{ b.emisPaid }} paid on time</span>
-            <span>Deposits (savings / FD / RD): ₹{{ b.depositBalance | number: '1.0-0' }}</span>
-            <span [class.le-late]="b.shareHeld < b.shareRequired"
-              >Shares held: ₹{{ b.shareHeld | number: '1.0-0' }} (needed ₹{{ b.shareRequired | number: '1.0-0' }} incl.
-              membership)</span
-            >
-          </div>
-
-          @for (a of b.accounts ?? []; track a.accountNo) {
-            <div class="pos-section-label">
-              {{ a.type }} account {{ a.accountNo }} — last 6 months (money in, expenses, balance)
-            </div>
-            <table class="pg-table">
-              <thead>
-                <tr>
-                  <th>Month</th>
-                  <th class="num">Credits (in)</th>
-                  <th class="num">Debits (expenses + EMIs)</th>
-                  <th class="num">Left over</th>
-                  <th class="num">Average balance</th>
-                  <th class="num">Cheque / ECS returns</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (m of a.months; track m.month) {
-                  <tr>
-                    <td>{{ m.month }}</td>
-                    <td class="num">₹{{ m.credits | number: '1.0-0' }}</td>
-                    <td class="num">₹{{ m.debits | number: '1.0-0' }}</td>
-                    <td class="num" [class.le-late]="m.credits < m.debits">
-                      ₹{{ m.credits - m.debits | number: '1.0-0' }}
-                    </td>
-                    <td class="num">₹{{ m.avgBalance | number: '1.0-0' }}</td>
-                    <td class="num" [class.le-late]="m.returns > 0">{{ m.returns }}</td>
-                  </tr>
-                }
-                <tr class="le-total">
-                  <td>Monthly average</td>
-                  <td class="num">₹{{ b.avgCredits | number: '1.0-0' }}</td>
-                  <td class="num">₹{{ b.avgDebits | number: '1.0-0' }}</td>
-                  <td class="num" [class.le-late]="b.avgCredits < b.avgDebits">
-                    ₹{{ b.avgCredits - b.avgDebits | number: '1.0-0' }}
-                  </td>
-                  <td class="num">
-                    @if (b.avgCredits > 0) {
-                      Spends {{ (b.avgDebits / b.avgCredits) * 100 | number: '1.0-0' }}% of income
-                    }
-                  </td>
-                  <td class="num">{{ b.returns }}</td>
-                </tr>
-              </tbody>
-            </table>
-          }
-
-          <div class="pos-section-label">Loans</div>
-          <table class="pg-table">
-            <thead>
-              <tr>
-                <th>Loan</th>
-                <th>Product</th>
-                <th>Status</th>
-                <th>Class</th>
-                <th class="num">Days overdue</th>
-                <th class="num">EMIs on time</th>
-                <th class="num">Disbursed</th>
-                <th class="num">Outstanding</th>
-                <th class="num">Overdue</th>
-                <th class="num">Shares needed</th>
-              </tr>
-            </thead>
-            <tbody>
-              @for (l of b.loans ?? []; track l.loanId) {
-                <tr>
-                  <td>{{ l.accountNo }}</td>
-                  <td>{{ l.productName }}</td>
-                  <td>{{ l.status }}</td>
-                  <td>{{ l.stage }}</td>
-                  <td class="num">{{ l.dpd }}</td>
-                  <td class="num">{{ l.emisPaid - l.emisLate }} / {{ l.emisPaid }}</td>
-                  <td class="num">₹{{ l.disbursed | number: '1.2-2' }}</td>
-                  <td class="num">₹{{ l.outstanding | number: '1.2-2' }}</td>
-                  <td class="num">₹{{ l.overdue | number: '1.2-2' }}</td>
-                  <td class="num">
-                    @if (l.shareRequired) {
-                      ₹{{ l.shareRequired | number: '1.0-0' }} <small>({{ l.sharePct }}%)</small>
-                    } @else {
-                      –
-                    }
-                  </td>
-                </tr>
-              }
-            </tbody>
-          </table>
-
-          @if (b.category === 'GOOD') {
-            <div class="pos-section-label">Eligible loan products</div>
-            <table class="pg-table">
-              <thead>
-                <tr>
-                  <th>Product</th>
-                  <th>Eligible</th>
-                  <th class="num">Up to</th>
-                  <th class="num">Shares to take</th>
-                  <th class="num">In hand</th>
-                  <th>Why</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (e of b.eligibility ?? []; track e.productId) {
-                  <tr>
-                    <td>{{ e.productName }}</td>
-                    <td>
-                      <span class="le-chip" [ngClass]="e.eligible ? 'le-chip--good' : 'le-chip--bad'">{{
-                        e.eligible ? 'Yes' : 'No'
-                      }}</span>
-                    </td>
-                    <td class="num">{{ e.eligibleAmount ? '₹' + (e.eligibleAmount | number: '1.0-0') : '–' }}</td>
-                    <td class="num">
-                      @if (e.shareToBuy) {
-                        ₹{{ e.shareToBuy | number: '1.0-0' }} <small>({{ e.sharePct }}%)</small>
-                      } @else {
-                        –
-                      }
-                    </td>
-                    <td class="num">{{ e.netInHand ? '₹' + (e.netInHand | number: '1.0-0') : '–' }}</td>
-                    <td class="le-why">
-                      @for (f of e.failed; track $index) {
-                        <div class="le-fail">✗ {{ f }}</div>
-                      }
-                      @for (p of e.passed; track $index) {
-                        <div class="le-pass">✓ {{ p }}</div>
-                      }
-                      @for (n of e.notes; track $index) {
-                        <div class="le-note">• {{ n }}</div>
-                      }
-                    </td>
-                  </tr>
-                } @empty {
-                  <tr>
-                    <td colspan="6" class="pg-empty">No active loan products.</td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          } @else {
-            <p class="pg-sub le-help">
-              Eligibility is not worked out for this borrower because a loan is overdue, NPA or written off.
-            </p>
-          }
-        </div>
-      </div>
-    }
-
-    <ul class="le-notes">
-      @for (n of s.notes; track $index) {
-        <li>{{ n }}</li>
-      }
-    </ul>
-  }
-</div>

src/app/loan-eligibility/loan-eligibility.component.scss

@@ -1,312 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-.le-kpis {
-  display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
-  gap: 12px;
-  margin-bottom: 16px;
-}
-
-.le-kpi {
-  display: flex;
-  flex-direction: column;
-  gap: 4px;
-  padding: 14px 16px;
-  border: 1px solid #e4e7ec;
-  border-radius: 10px;
-  background: #fff;
-}
-
-.le-kpi--good {
-  border-left: 4px solid #12b76a;
-}
-
-.le-kpi--bad {
-  border-left: 4px solid #d92d20;
-}
-
-.le-kpi-l {
-  font-size: 12px;
-  color: #667085;
-  text-transform: uppercase;
-  letter-spacing: 0.04em;
-}
-
-.le-kpi-v {
-  font-size: 26px;
-  font-weight: 700;
-}
-
-.le-kpi-s {
-  font-size: 13px;
-  color: #475467;
-}
-
-.le-dot {
-  display: inline-block;
-  width: 10px;
-  height: 10px;
-  margin-right: 6px;
-  border-radius: 50%;
-}
-
-.le-dot--good {
-  background: #12b76a;
-}
-
-.le-dot--warn {
-  background: #f79009;
-}
-
-.le-dot--bad {
-  background: #d92d20;
-}
-
-.le-bar {
-  display: inline-block;
-  width: 120px;
-  height: 8px;
-  margin-right: 6px;
-  overflow: hidden;
-  border-radius: 4px;
-  background: #f2f4f7;
-  vertical-align: middle;
-
-  span {
-    display: block;
-    height: 100%;
-    background: #12b76a;
-  }
-}
-
-.le-bar--bad span {
-  background: #d92d20;
-}
-
-.le-muted {
-  color: #667085;
-}
-
-.le-tabs {
-  align-items: center;
-  flex-wrap: wrap;
-  gap: 8px;
-  padding: 12px 16px 0;
-}
-
-.le-search {
-  min-width: 220px;
-  padding: 8px 10px;
-  border: 1px solid #d0d5dd;
-  border-radius: 8px;
-}
-
-.le-help {
-  padding: 0 16px;
-}
-
-.le-chip {
-  padding: 2px 10px;
-  border-radius: 999px;
-  font-size: 12px;
-  font-weight: 600;
-}
-
-.le-chip--good {
-  background: #ecfdf3;
-  color: #067647;
-}
-
-.le-chip--watch {
-  background: #fffaeb;
-  color: #b54708;
-}
-
-.le-chip--bad {
-  background: #fef3f2;
-  color: #b42318;
-}
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-.le-selected {
-  background: #f5f8ff;
-}
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-.le-facts {
-  display: flex;
-  flex-wrap: wrap;
-  gap: 24px;
-  padding: 8px 16px 12px;
-  color: #344054;
-}
-
-.le-why div {
-  font-size: 13px;
-  line-height: 1.5;
-}
-
-.le-fail {
-  color: #b42318;
-}
-
-.le-pass {
-  color: #067647;
-}
-
-.le-note {
-  color: #667085;
-}
-
-.le-error {
-  color: #b42318;
-}
-
-.le-notes {
-  margin: 8px 0 24px;
-  color: #667085;
-  font-size: 13px;
-}
-
-.le-late {
-  color: #b42318;
-}
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-.le-overlay {
-  position: fixed;
-  inset: 0;
-  z-index: 1000;
-  display: flex;
-  align-items: flex-start;
-  justify-content: center;
-  padding: 48px 16px;
-  overflow-y: auto;
-  background: rgb(15 23 42 / 55%);
-}
-
-.le-modal {
-  width: min(1100px, 100%);
-  padding: 20px 24px;
-  border-radius: 12px;
-  background: #fff;
-  box-shadow: 0 20px 50px rgb(0 0 0 / 30%);
-}
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-.le-modal-head {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  gap: 12px;
-}
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-.le-views {
-  margin-bottom: 16px;
-}
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-.le-compact td {
-  padding-top: 6px;
-  padding-bottom: 6px;
-}
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-.le-compact .pg-btn {
-  padding: 4px 14px;
-}
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-.le-pager {
-  display: flex;
-  flex-wrap: wrap;
-  align-items: center;
-  justify-content: flex-end;
-  gap: 6px;
-  margin-top: 12px;
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-  span {
-    margin-right: auto;
-    color: #667085;
-  }
-}
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-.le-loader {
-  display: flex;
-  flex-direction: column;
-  align-items: center;
-  gap: 14px;
-  margin: 32px auto;
-  padding: 36px 24px;
-  max-width: 520px;
-  border-radius: 12px;
-  background: #fff;
-  box-shadow: 0 4px 16px rgb(16 24 40 / 8%);
-}
-
-.le-loader-title {
-  font-weight: 600;
-  font-size: 16px;
-  color: #1d2939;
-}
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-.le-loader-steps {
-  margin: 0;
-  padding: 0;
-  list-style: none;
-  font-size: 14px;
-  line-height: 1.9;
-  color: #98a2b3;
-
-  .le-done {
-    color: #067647;
-  }
-
-  .le-now {
-    color: #1d4ed8;
-    font-weight: 600;
-  }
-}
-
-.le-progress {
-  width: 100%;
-  height: 6px;
-  border-radius: 3px;
-  overflow: hidden;
-  background: #eaecf0;
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-  span {
-    display: block;
-    height: 100%;
-    background: #1d4ed8;
-    transition: width 0.6s ease;
-  }
-}
-
-.le-spinner {
-  width: 44px;
-  height: 44px;
-  border: 4px solid #dbe4ff;
-  border-top-color: #1d4ed8;
-  border-radius: 50%;
-  animation: le-spin 0.8s linear infinite;
-}
-
-.le-spinner--sm {
-  display: inline-block;
-  width: 14px;
-  height: 14px;
-  border-width: 2px;
-  margin-right: 6px;
-  vertical-align: middle;
-}
-
-@keyframes le-spin {
-  to {
-    transform: rotate(360deg);
-  }
-}
-
-.le-total td {
-  font-weight: 600;
-  border-top: 2px solid #d0d5dd;
-}

src/app/loan-eligibility/loan-eligibility.component.ts

@@ -1,187 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { Component, HostListener, OnDestroy, OnInit, inject } from '@angular/core';
-import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
-import { HttpErrorResponse } from '@angular/common/http';
-import {
-  Borrower,
-  BorrowerCategory,
-  LoanEligibilityService,
-  LoanEligibilitySummary,
-  LoanStageRow
-} from './loan-eligibility.service';
-
-/**
- * Loan Eligibility – how the loan book is running (RBI asset classes) and which loan products the good borrowers
- * qualify for, using their EMI record and the eligibility rules set on each loan product.
- */
-@Component({
-  selector: 'mifosx-loan-eligibility',
-  templateUrl: './loan-eligibility.component.html',
-  styleUrls: [
-    '../cashier/cashier-shared.scss',
-    '../investment/investment-shared.scss',
-    './loan-eligibility.component.scss'
-  ],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule
-  ]
-})
-export class LoanEligibilityComponent implements OnInit, OnDestroy {
-  private readonly service = inject(LoanEligibilityService);
-
-  summary: LoanEligibilitySummary | null = null;
-  borrowers: Borrower[] = [];
-  category: BorrowerCategory | '' = 'GOOD';
-  search = '';
-  selected: Borrower | null = null;
-  /** Which part of the page is shown, so the user need not scroll past the loan book to reach borrowers. */
-  view: 'BOOK' | 'BORROWERS' = 'BOOK';
-  page = 0;
-  readonly pageSize = 10;
-  loading = false;
-  borrowersLoading = false;
-  /** Borrower whose detail is being fetched (View button shows it). */
-  openingId: number | null = null;
-  error = '';
-  /** Steps shown while the book is being read. */
-  readonly loadingSteps = [
-    'Fetching loan accounts…',
-    'Reading repayment schedules and overdues…',
-    'Classifying loans as per RBI IRAC norms…',
-    'Running product eligibility rules…'
-  ];
-  loadingStep = 0;
-  private stepTimer?: ReturnType<typeof setInterval>;
-
-  readonly categories: Array<{ value: BorrowerCategory | ''; label: string }> = [
-    { value: 'GOOD', label: 'Good borrowers' },
-    { value: 'WATCH', label: 'Watch (SMA)' },
-    { value: 'BAD', label: 'Bad (NPA / written off)' },
-    { value: '', label: 'All borrowers' }
-  ];
-
-  ngOnInit(): void {
-    this.loading = true;
-    this.loadingStep = 0;
-    this.stepTimer = setInterval(
-      () => (this.loadingStep = Math.min(this.loadingStep + 1, this.loadingSteps.length - 1)),
-      700
-    );
-    this.service.getSummary().subscribe({
-      next: (s) => {
-        this.summary = s;
-        this.stopLoading();
-      },
-      error: (err) => {
-        this.stopLoading();
-        this.error = this.message(err);
-      }
-    });
-    this.loadBorrowers();
-  }
-
-  loadBorrowers(): void {
-    this.selected = null;
-    this.borrowersLoading = true;
-    this.service.getBorrowers(this.category, this.search).subscribe({
-      next: (b) => {
-        this.borrowers = b;
-        this.page = 0;
-        this.borrowersLoading = false;
-      },
-      error: (err) => {
-        this.borrowersLoading = false;
-        this.error = this.message(err);
-      }
-    });
-  }
-
-  setCategory(c: BorrowerCategory | ''): void {
-    this.category = c;
-    this.loadBorrowers();
-  }
-
-  open(b: Borrower): void {
-    this.openingId = b.clientId;
-    this.service.getBorrower(b.clientId).subscribe({
-      next: (d) => {
-        this.openingId = null;
-        this.selected = d;
-      },
-      error: (err) => {
-        this.openingId = null;
-        this.error = this.message(err);
-      }
-    });
-  }
-
-  ngOnDestroy(): void {
-    this.stopLoading();
-  }
-
-  private stopLoading(): void {
-    this.loading = false;
-    clearInterval(this.stepTimer);
-  }
-
-  get pagedBorrowers(): Borrower[] {
-    return this.borrowers.slice(this.page * this.pageSize, (this.page + 1) * this.pageSize);
-  }
-
-  get pageEnd(): number {
-    return Math.min((this.page + 1) * this.pageSize, this.borrowers.length);
-  }
-
-  get pages(): number[] {
-    return Array.from({ length: Math.ceil(this.borrowers.length / this.pageSize) }, (_, i) => i);
-  }
-
-  close(): void {
-    this.selected = null;
-  }
-
-  @HostListener('document:keydown.escape')
-  onEscape(): void {
-    this.close();
-  }
-
-  get performingStages(): LoanStageRow[] {
-    return (this.summary?.stages ?? []).filter((s) => s.group === 'PERFORMING');
-  }
-
-  get npaStages(): LoanStageRow[] {
-    return (this.summary?.stages ?? []).filter((s) => s.group === 'NPA');
-  }
-
-  get closedStages(): LoanStageRow[] {
-    return (this.summary?.stages ?? []).filter((s) => s.group === 'CLOSED');
-  }
-
-  /** Share of the active book in a stage, for the bar. */
-  share(s: LoanStageRow): number {
-    const total = this.summary?.activeOutstanding ?? 0;
-    return total > 0 ? Math.round((s.outstanding / total) * 1000) / 10 : 0;
-  }
-
-  categoryLabel(c: BorrowerCategory): string {
-    return c === 'GOOD' ? 'Good' : c === 'WATCH' ? 'Watch' : 'Bad';
-  }
-
-  private message(err: unknown): string {
-    if (err instanceof HttpErrorResponse) {
-      const e = err.error as { errors?: Array<{ defaultUserMessage?: string }>; defaultUserMessage?: string } | null;
-      return e?.errors?.[0]?.defaultUserMessage || e?.defaultUserMessage || err.message;
-    }
-    return String(err);
-  }
-}

src/app/loan-eligibility/loan-eligibility.mock.ts

@@ -1,726 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-/**
- * Demo data for Loan Eligibility. The bank's rules are applied to it: RBI asset classification on days past due, and
- * product eligibility rules (age, age at maturity, income, FOIR, loans per customer, LTV on pledged deposits). The book is generated from a fixed seed, so the
- * figures are the same on every load.
- */
-import {
-  Borrower,
-  BorrowerCategory,
-  BorrowerLoan,
-  LoanEligibilitySummary,
-  LoanStageRow,
-  ProductEligibility
-} from './loan-eligibility.service';
-
-interface DemoProduct {
-  id: number;
-  name: string;
-  minAmount: number;
-  maxAmount: number;
-  annualRate: number;
-  tenureMonths: number;
-  minAge?: number;
-  maxAgeAtMaturity?: number;
-  minMonthlyIncome?: number;
-  maxFoir?: number;
-  maxLoansPerCustomer?: number;
-  /** Loan against deposits: % of the FD / RD balance that can be lent. */
-  ltvPct?: number;
-  /** Secured loans need shares of 2.5% of the loan, unsecured 5% (share linking to borrowing). */
-  secured: boolean;
-}
-
-interface DemoMonth {
-  month: string;
-  credits: number;
-  debits: number;
-  avgBalance: number;
-  returns: number;
-}
-
-interface DemoAccount {
-  type: 'Savings' | 'Current';
-  accountNo: string;
-  months: DemoMonth[];
-}
-
-interface DemoLoan {
-  id: number;
-  accountNo: string;
-  productId: number;
-  status: 'Active' | 'Closed' | 'Written off';
-  dpd: number;
-  disbursed: number;
-  outstanding: number;
-  overdue: number;
-  emi: number;
-  /** EMIs fallen due so far, and how many of them were paid after the due date. */
-  emisPaid: number;
-  emisLate: number;
-}
-
-interface DemoClient {
-  id: number;
-  name: string;
-  accountNo: string;
-  age: number;
-  monthlyIncome?: number;
-  fdBalance: number;
-  savingsBalance: number;
-  loans: DemoLoan[];
-  /** Paid-up share capital held as a member. */
-  shareHeld: number;
-  accounts: DemoAccount[];
-}
-
-export const DEMO_PRODUCTS: DemoProduct[] = [
-  {
-    id: 1,
-    name: 'Personal Loan',
-    minAmount: 25000,
-    maxAmount: 1000000,
-    annualRate: 11.5,
-    tenureMonths: 60,
-    minAge: 21,
-    maxAgeAtMaturity: 60,
-    minMonthlyIncome: 25000,
-    maxFoir: 50,
-    maxLoansPerCustomer: 1,
-    secured: false
-  },
-  {
-    id: 2,
-    name: 'Home Loan',
-    minAmount: 500000,
-    maxAmount: 5000000,
-    annualRate: 9,
-    tenureMonths: 240,
-    minAge: 23,
-    maxAgeAtMaturity: 70,
-    minMonthlyIncome: 40000,
-    maxFoir: 55,
-    maxLoansPerCustomer: 1,
-    secured: true
-  },
-  {
-    id: 3,
-    name: 'Vehicle Loan',
-    minAmount: 100000,
-    maxAmount: 1500000,
-    annualRate: 9.75,
-    tenureMonths: 84,
-    minAge: 21,
-    maxAgeAtMaturity: 65,
-    minMonthlyIncome: 20000,
-    maxFoir: 50,
-    maxLoansPerCustomer: 2,
-    secured: true
-  },
-  {
-    id: 4,
-    name: 'Gold Loan',
-    minAmount: 10000,
-    maxAmount: 1000000,
-    annualRate: 9,
-    tenureMonths: 12,
-    minAge: 18,
-    maxLoansPerCustomer: 3,
-    secured: true
-  },
-  {
-    id: 5,
-    name: 'Loan against FD',
-    minAmount: 5000,
-    maxAmount: 2500000,
-    annualRate: 8.5,
-    tenureMonths: 12,
-    minAge: 18,
-    ltvPct: 90,
-    secured: true
-  },
-  {
-    id: 6,
-    name: 'MSME / Business Loan',
-    minAmount: 200000,
-    maxAmount: 2500000,
-    annualRate: 12,
-    tenureMonths: 84,
-    minAge: 25,
-    maxAgeAtMaturity: 65,
-    minMonthlyIncome: 50000,
-    maxFoir: 60,
-    maxLoansPerCustomer: 1,
-    secured: true
-  }
-];
-
-/** Membership share every member holds, over and above the shares linked to loans. */
-const MEMBERSHIP_SHARE = 1000;
-const MONTHS = [
-  'Apr 2026',
-  'May 2026',
-  'Jun 2026',
-  'Jul 2026',
-  'Aug 2026',
-  'Sep 2026'
-];
-/** Late EMIs a borrower may have in their history and still get a fresh loan. */
-const MAX_LATE_EMIS = 2;
-/** Cheque / ECS returns allowed in the last six months for a fresh loan. */
-const MAX_RETURNS = 1;
-
-function sharePct(productId: number): number {
-  return DEMO_PRODUCTS.find((p) => p.id === productId)?.secured === false ? 5 : 2.5;
-}
-
-function ceil100(n: number): number {
-  return Math.ceil(n / 100) * 100;
-}
-
-const FIRST = [
-  'Ramesh',
-  'Sunita',
-  'Amit',
-  'Priya',
-  'Rajesh',
-  'Kavita',
-  'Suresh',
-  'Anjali',
-  'Mahesh',
-  'Pooja',
-  'Dinesh',
-  'Neha',
-  'Vijay',
-  'Rekha',
-  'Sanjay',
-  'Meena',
-  'Arvind',
-  'Geeta',
-  'Manoj',
-  'Seema',
-  'Rahul',
-  'Asha',
-  'Deepak',
-  'Nisha',
-  'Ashok',
-  'Lata',
-  'Prakash',
-  'Usha',
-  'Anil',
-  'Shobha'
-];
-const LAST = [
-  'Sharma',
-  'Verma',
-  'Patel',
-  'Gupta',
-  'Singh',
-  'Yadav',
-  'Jain',
-  'Agrawal',
-  'Choudhary',
-  'Mishra',
-  'Tiwari',
-  'Rathore',
-  'Soni',
-  'Malviya',
-  'Dubey',
-  'Saxena'
-];
-
-/** Small deterministic generator so the demo looks the same every time. */
-function rng(seed: number): () => number {
-  let s = seed;
-  return () => {
-    s = (s * 1664525 + 1013904223) % 4294967296;
-    return s / 4294967296;
-  };
-}
-
-function emiFor(principal: number, annualRate: number, months: number): number {
-  const r = annualRate / 1200;
-  return r === 0 ? principal / months : (principal * r) / (1 - Math.pow(1 + r, -months));
-}
-
-function principalForEmi(emi: number, annualRate: number, months: number): number {
-  const r = annualRate / 1200;
-  return r === 0 ? emi * months : (emi * (1 - Math.pow(1 + r, -months))) / r;
-}
-
-function round(n: number, step = 1): number {
-  return Math.round(n / step) * step;
-}
-
-function buildBook(): DemoClient[] {
-  const rand = rng(20261019);
-  const pick = <T>(a: T[]): T => a[Math.floor(rand() * a.length)];
-  const clients: DemoClient[] = [];
-  // Separate streams for the repayment record and the bank accounts, so the book above stays as it was.
-  const track = rng(7);
-  const bank = rng(11);
-  let loanId = 1;
-  for (let i = 0; i < 64; i++) {
-    const salaried = rand() < 0.85;
-    const client: DemoClient = {
-      id: 1001 + i,
-      name: `${FIRST[i % FIRST.length]} ${pick(LAST)}`,
-      accountNo: String(100010 + i).padStart(9, '0'),
-      age: 22 + Math.floor(rand() * 40),
-      monthlyIncome: salaried ? round(18000 + rand() * 132000, 500) : undefined,
-      fdBalance: rand() < 0.45 ? round(25000 + rand() * 775000, 1000) : 0,
-      savingsBalance: round(2000 + rand() * 148000, 100),
-      loans: [],
-      shareHeld: 0,
-      accounts: []
-    };
-    const count = 1 + Math.floor(rand() * 3);
-    // Behaviour of the borrower decides how all their loans run: most pay on time, some slip, a few go bad.
-    const behaviour = rand();
-    for (let k = 0; k < count; k++) {
-      // Stay within each product's age and loans-per-customer rules, as the bank would have at sanction.
-      const product = pick(
-        DEMO_PRODUCTS.filter(
-          (p) =>
-            (p.id !== 5 || client.fdBalance > 0) &&
-            client.age >= (p.minAge ?? 18) &&
-            client.loans.filter((l) => l.productId === p.id).length < (p.maxLoansPerCustomer ?? 3)
-        )
-      );
-      const disbursed = round(
-        product.minAmount + rand() * Math.min(product.maxAmount - product.minAmount, 1800000),
-        1000
-      );
-      const closed = rand() < 0.25;
-      let dpd = 0;
-      if (!closed) {
-        if (behaviour > 0.975) {
-          dpd = 91 + Math.floor(rand() * 900);
-        } else if (behaviour > 0.72) {
-          dpd = 1 + Math.floor(rand() * 89);
-        } else if (behaviour > 0.705) {
-          dpd = 91 + Math.floor(rand() * 300);
-        }
-      }
-      const writtenOff = !closed && dpd > 700 && rand() < 0.5;
-      const outstanding = closed || writtenOff ? 0 : round(disbursed * (0.25 + rand() * 0.7), 1);
-      const emi = round(emiFor(disbursed, product.annualRate, product.tenureMonths), 1);
-      const emisPaid = closed
-        ? Math.min(product.tenureMonths, 12 + Math.floor(track() * 24))
-        : writtenOff
-          ? Math.max(3, Math.round(product.tenureMonths * 0.3))
-          : Math.max(1, Math.round(product.tenureMonths * (1 - outstanding / disbursed)));
-      // Most good payers never miss a date; some were late once or a few times but are regular today.
-      let emisLate = 0;
-      if (behaviour > 0.705) {
-        emisLate = 2 + Math.floor(track() * 6);
-      } else if (behaviour > 0.55) {
-        emisLate = 1 + Math.floor(track() * 4);
-      }
-      emisLate = Math.min(emisLate, emisPaid);
-      client.loans.push({
-        id: loanId,
-        accountNo: String(500000 + loanId).padStart(9, '0'),
-        productId: product.id,
-        status: closed ? 'Closed' : writtenOff ? 'Written off' : 'Active',
-        dpd: closed || writtenOff ? 0 : dpd,
-        disbursed,
-        outstanding,
-        overdue: dpd > 0 && !writtenOff ? round(Math.min(outstanding, emi * Math.ceil(dpd / 30)), 1) : 0,
-        emi: closed || writtenOff ? 0 : emi,
-        emisPaid,
-        emisLate
-      });
-      loanId++;
-    }
-    addBanking(client, bank);
-    clients.push(client);
-  }
-  return clients;
-}
-
-/** Savings / current account statement for the last six months and the member's shareholding. */
-function addBanking(c: DemoClient, bank: () => number): void {
-  const active = c.loans.filter((l) => l.status === 'Active');
-  const emi = active.reduce((s, l) => s + l.emi, 0);
-  const overdue = active.some((l) => l.dpd > 0);
-  const late = c.loans.reduce((s, l) => s + l.emisLate, 0);
-  // Salaried members run a savings account; traders and businesses run a current account.
-  const business = !c.monthlyIncome;
-  const turnover = c.monthlyIncome ?? 150000 + bank() * 650000;
-  const spendRatio = business ? 0.82 + bank() * 0.12 : 0.3 + bank() * 0.3;
-  let returns = overdue ? 1 + Math.floor(bank() * 3) : late > MAX_LATE_EMIS ? 1 : bank() < 0.08 ? 1 : 0;
-  const months: DemoMonth[] = MONTHS.map((month, i) => {
-    const credits = round(turnover * (0.9 + bank() * 0.2) + (business ? 0 : bank() * 3000), 10);
-    // EMIs go out first; household or business spending is a share of what is left.
-    const debits = round(Math.max(0, credits - emi) * Math.min(0.97, spendRatio * (0.9 + bank() * 0.2)) + emi, 10);
-    const r = returns > 0 && (i >= MONTHS.length - returns || bank() < 0.2) ? 1 : 0;
-    returns -= r;
-    return {
-      month,
-      credits,
-      debits: overdue ? Math.max(debits, round(credits * 1.02, 10)) : debits,
-      avgBalance: round(c.savingsBalance * (0.7 + bank() * 0.6), 100),
-      returns: r
-    };
-  });
-  c.accounts.push({
-    type: business ? 'Current' : 'Savings',
-    accountNo: String((business ? 300000 : 200000) + c.id).padStart(9, '0'),
-    months
-  });
-  // Shares linked to borrowing: 2.5% of secured and 5% of unsecured loans. A few members are short.
-  const required = active.reduce((s, l) => s + (l.disbursed * sharePct(l.productId)) / 100, 0);
-  const short = required > 0 && bank() < 0.15;
-  c.shareHeld = MEMBERSHIP_SHARE + ceil100(short ? required * 0.5 : required);
-}
-
-const BOOK = buildBook();
-const AS_ON = '19-10-2026';
-
-const STAGES: Array<Omit<LoanStageRow, 'loans' | 'outstanding' | 'overdue'>> = [
-  { stage: 'STANDARD', label: 'Standard', dpdRange: '0', group: 'PERFORMING' },
-  { stage: 'SMA0', label: 'SMA-0', dpdRange: '1-30', group: 'PERFORMING' },
-  { stage: 'SMA1', label: 'SMA-1', dpdRange: '31-60', group: 'PERFORMING' },
-  { stage: 'SMA2', label: 'SMA-2', dpdRange: '61-90', group: 'PERFORMING' },
-  { stage: 'SUBSTANDARD', label: 'Sub-standard', dpdRange: '91-455', group: 'NPA' },
-  { stage: 'DOUBTFUL1', label: 'Doubtful D1', dpdRange: '456-820', group: 'NPA' },
-  { stage: 'DOUBTFUL2', label: 'Doubtful D2', dpdRange: '821-1550', group: 'NPA' },
-  { stage: 'DOUBTFUL3', label: 'Doubtful D3', dpdRange: 'above 1550', group: 'NPA' },
-  { stage: 'LOSS', label: 'Loss / written off', dpdRange: 'written off', group: 'CLOSED' },
-  { stage: 'CLOSED', label: 'Closed', dpdRange: 'repaid', group: 'CLOSED' }
-];
-
-/** RBI IRAC class of a loan on days past due. */
-function stageOf(l: DemoLoan): string {
-  if (l.status === 'Written off') {
-    return 'LOSS';
-  }
-  if (l.status === 'Closed') {
-    return 'CLOSED';
-  }
-  const d = l.dpd;
-  if (d <= 0) {
-    return 'STANDARD';
-  }
-  if (d <= 30) {
-    return 'SMA0';
-  }
-  if (d <= 60) {
-    return 'SMA1';
-  }
-  if (d <= 90) {
-    return 'SMA2';
-  }
-  if (d <= 455) {
-    return 'SUBSTANDARD';
-  }
-  if (d <= 820) {
-    return 'DOUBTFUL1';
-  }
-  return d <= 1550 ? 'DOUBTFUL2' : 'DOUBTFUL3';
-}
-
-function labelOf(stage: string): string {
-  return STAGES.find((s) => s.stage === stage)?.label ?? stage;
-}
-
-function isNpa(stage: string): boolean {
-  return STAGES.find((s) => s.stage === stage)?.group === 'NPA';
-}
-
-function categoryOf(c: DemoClient): BorrowerCategory {
-  let cat: BorrowerCategory = 'GOOD';
-  for (const l of c.loans) {
-    const st = stageOf(l);
-    if (st === 'LOSS' || isNpa(st)) {
-      return 'BAD';
-    }
-    if (l.status === 'Active' && st !== 'STANDARD') {
-      cat = 'WATCH';
-    }
-  }
-  return cat;
-}
-
-function productName(id: number): string {
-  return DEMO_PRODUCTS.find((p) => p.id === id)?.name ?? String(id);
-}
-
-/** Shares the member should hold against the running loans. */
-function shareRequired(c: DemoClient): number {
-  return c.loans
-    .filter((l) => l.status === 'Active')
-    .reduce((s, l) => s + (l.disbursed * sharePct(l.productId)) / 100, 0);
-}
-
-/** Six-month averages of the operative account. */
-function statement(c: DemoClient) {
-  const ms = c.accounts.flatMap((a) => a.months);
-  const n = MONTHS.length;
-  const credits = ms.reduce((s, m) => s + m.credits, 0) / n;
-  const debits = ms.reduce((s, m) => s + m.debits, 0) / n;
-  return {
-    type: c.accounts[0]?.type ?? 'Savings',
-    credits,
-    debits,
-    surplus: credits - debits,
-    avgBalance: ms.reduce((s, m) => s + m.avgBalance, 0) / n,
-    returns: ms.reduce((s, m) => s + m.returns, 0)
-  };
-}
-
-const inr = (n: number) => '₹' + Math.round(n).toLocaleString('en-IN');
-
-function eligibility(c: DemoClient, p: DemoProduct): ProductEligibility {
-  const passed: string[] = [];
-  const failed: string[] = [];
-  const notes: string[] = [];
-  const active = c.loans.filter((l) => l.status === 'Active');
-  const currentEmi = active.reduce((s, l) => s + l.emi, 0);
-  let limit = p.maxAmount;
-  const paid = c.loans.reduce((s, l) => s + l.emisPaid, 0);
-  const late = c.loans.reduce((s, l) => s + l.emisLate, 0);
-  if (late > MAX_LATE_EMIS) {
-    failed.push(`EMI record: ${late} of ${paid} EMIs paid late (allowed up to ${MAX_LATE_EMIS})`);
-  } else {
-    passed.push(`EMI record: ${paid - late} of ${paid} EMIs paid on time`);
-  }
-  const st = statement(c);
-  if (st.returns > MAX_RETURNS) {
-    failed.push(`${st.returns} cheque / ECS returns in the last 6 months (allowed up to ${MAX_RETURNS})`);
-  } else {
-    passed.push(`${st.returns} cheque / ECS return(s) in the last 6 months`);
-  }
-  if (st.surplus <= 0) {
-    failed.push(`Account spending ${inr(st.debits)} a month is more than the credits ${inr(st.credits)}`);
-  } else {
-    passed.push(
-      `${st.type} account: credits ${inr(st.credits)} − expenses ${inr(st.debits)} = ${inr(st.surplus)} left a month`
-    );
-    if (p.maxFoir !== undefined) {
-      limit = Math.min(limit, principalForEmi(st.surplus, p.annualRate, p.tenureMonths));
-    }
-  }
-  if (p.minAge !== undefined) {
-    if (c.age < p.minAge) {
-      failed.push(`Age ${c.age} is below the minimum ${p.minAge}`);
-    } else {
-      passed.push(`Age ${c.age} (minimum ${p.minAge})`);
-    }
-  }
-  if (p.maxAgeAtMaturity !== undefined) {
-    const atMaturity = c.age + Math.ceil(p.tenureMonths / 12);
-    if (atMaturity > p.maxAgeAtMaturity) {
-      failed.push(`Age at maturity ${atMaturity} exceeds ${p.maxAgeAtMaturity}`);
-    } else {
-      passed.push(`Age at maturity ${atMaturity} (maximum ${p.maxAgeAtMaturity})`);
-    }
-  }
-  if (p.minMonthlyIncome !== undefined) {
-    if (!c.monthlyIncome) {
-      failed.push(`Monthly income not recorded (minimum ${inr(p.minMonthlyIncome)})`);
-    } else if (c.monthlyIncome < p.minMonthlyIncome) {
-      failed.push(`Monthly income ${inr(c.monthlyIncome)} is below ${inr(p.minMonthlyIncome)}`);
-    } else {
-      passed.push(`Monthly income ${inr(c.monthlyIncome)} (minimum ${inr(p.minMonthlyIncome)})`);
-    }
-  }
-  if (p.maxLoansPerCustomer !== undefined) {
-    const running = active.filter((l) => l.productId === p.id).length;
-    if (running >= p.maxLoansPerCustomer) {
-      failed.push(`${running} loan(s) of this product already running (maximum ${p.maxLoansPerCustomer})`);
-    } else {
-      passed.push(`${running} loan(s) of this product running (maximum ${p.maxLoansPerCustomer})`);
-    }
-  }
-  if (p.maxFoir !== undefined && c.monthlyIncome) {
-    const room = (c.monthlyIncome * p.maxFoir) / 100 - currentEmi;
-    if (room <= 0) {
-      failed.push(`Current EMIs ${inr(currentEmi)} already use the FOIR limit of ${p.maxFoir}% of income`);
-    } else {
-      const byFoir = principalForEmi(room, p.annualRate, p.tenureMonths);
-      passed.push(`FOIR ${p.maxFoir}%: EMI room ${inr(room)} a month supports up to ${inr(byFoir)}`);
-      limit = Math.min(limit, byFoir);
-    }
-  }
-  if (p.ltvPct !== undefined) {
-    if (c.fdBalance <= 0) {
-      failed.push('No FD / RD to pledge');
-    } else {
-      const byDeposit = (c.fdBalance * p.ltvPct) / 100;
-      passed.push(`FD ${inr(c.fdBalance)} at ${p.ltvPct}% allows up to ${inr(byDeposit)}`);
-      limit = Math.min(limit, byDeposit);
-    }
-  }
-  if (p.id === 4) {
-    notes.push('Final amount depends on the gold valued at the branch');
-  }
-  let eligible = failed.length === 0;
-  if (eligible && limit < p.minAmount) {
-    failed.push(`Eligible amount ${inr(limit)} is below the product minimum ${inr(p.minAmount)}`);
-    eligible = false;
-  }
-  const amount = eligible ? round(limit, 1000) : undefined;
-  const pct = p.secured ? 2.5 : 5;
-  const shortfall = Math.max(0, shareRequired(c) - (c.shareHeld - MEMBERSHIP_SHARE));
-  const shareToBuy = amount ? ceil100((amount * pct) / 100 + shortfall) : undefined;
-  if (amount) {
-    notes.push(
-      `Shares of ${inr((amount * pct) / 100)} to be taken (${pct}% of the loan, ${p.secured ? 'secured' : 'unsecured'})`
-    );
-    if (shortfall > 0) {
-      notes.push(`Existing share shortfall of ${inr(shortfall)} on running loans is collected too`);
-    }
-  }
-  notes.push('CIBIL score not checked in this demo');
-  return {
-    productId: p.id,
-    productName: p.name,
-    eligible,
-    eligibleAmount: amount,
-    sharePct: pct,
-    shareToBuy,
-    netInHand: amount && shareToBuy !== undefined ? amount - shareToBuy : undefined,
-    minAmount: p.minAmount,
-    maxAmount: p.maxAmount,
-    passed,
-    failed,
-    notes
-  };
-}
-
-function toBorrower(c: DemoClient, detail: boolean): Borrower {
-  const category = categoryOf(c);
-  const active = c.loans.filter((l) => l.status === 'Active');
-  const order = STAGES.map((s) => s.stage);
-  const worst = active.map(stageOf).sort((a, b) => order.indexOf(b) - order.indexOf(a))[0];
-  const elig = category === 'GOOD' ? DEMO_PRODUCTS.map((p) => eligibility(c, p)) : [];
-  const loans: BorrowerLoan[] = c.loans.map((l) => ({
-    loanId: l.id,
-    accountNo: l.accountNo,
-    productName: productName(l.productId),
-    status: l.status,
-    stage: labelOf(stageOf(l)),
-    dpd: l.dpd,
-    emisPaid: l.emisPaid,
-    emisLate: l.emisLate,
-    disbursed: l.disbursed,
-    outstanding: l.outstanding,
-    overdue: l.overdue,
-    sharePct: sharePct(l.productId),
-    shareRequired: l.status === 'Active' ? (l.disbursed * sharePct(l.productId)) / 100 : 0
-  }));
-  const st = statement(c);
-  return {
-    clientId: c.id,
-    clientName: c.name,
-    clientAccountNo: c.accountNo,
-    category,
-    activeLoans: active.length,
-    closedLoans: c.loans.filter((l) => l.status === 'Closed').length,
-    writtenOffLoans: c.loans.filter((l) => l.status === 'Written off').length,
-    outstanding: active.reduce((s, l) => s + l.outstanding, 0),
-    maxDpd: active.reduce((m, l) => Math.max(m, l.dpd), 0),
-    worstStage: worst ? labelOf(worst) : undefined,
-    monthlyIncome: c.monthlyIncome,
-    age: c.age,
-    depositBalance: c.fdBalance + c.savingsBalance,
-    currentEmi: active.reduce((s, l) => s + l.emi, 0),
-    eligibleProducts: elig.filter((e) => e.eligible).length,
-    emisPaid: c.loans.reduce((s, l) => s + l.emisPaid, 0),
-    emisLate: c.loans.reduce((s, l) => s + l.emisLate, 0),
-    shareHeld: c.shareHeld,
-    shareRequired: MEMBERSHIP_SHARE + shareRequired(c),
-    accountType: st.type,
-    avgCredits: st.credits,
-    avgDebits: st.debits,
-    returns: st.returns,
-    accounts: detail ? c.accounts : undefined,
-    loans: detail ? loans : undefined,
-    eligibility: detail ? elig : undefined
-  };
-}
-
-export function demoSummary(): LoanEligibilitySummary {
-  const all = BOOK.flatMap((c) => c.loans);
-  const stages: LoanStageRow[] = STAGES.map((s) => {
-    const ls = all.filter((l) => stageOf(l) === s.stage);
-    return {
-      ...s,
-      loans: ls.length,
-      outstanding: ls.reduce((a, l) => a + l.outstanding, 0),
-      overdue: ls.reduce((a, l) => a + l.overdue, 0)
-    };
-  });
-  const active = all.filter((l) => l.status === 'Active');
-  const npa = active.filter((l) => isNpa(stageOf(l)));
-  const activeOut = active.reduce((a, l) => a + l.outstanding, 0);
-  const npaOut = npa.reduce((a, l) => a + l.outstanding, 0);
-  const cats = BOOK.map(categoryOf);
-  const linked = BOOK.filter((c) => shareRequired(c) > 0);
-  const shortOf = (c: DemoClient) => Math.max(0, shareRequired(c) - (c.shareHeld - MEMBERSHIP_SHARE));
-  return {
-    shareRequired: linked.reduce((a, c) => a + shareRequired(c), 0),
-    shareHeld: linked.reduce((a, c) => a + c.shareHeld - MEMBERSHIP_SHARE, 0),
-    shareShortMembers: linked.filter((c) => shortOf(c) > 0).length,
-    shareShortfall: linked.reduce((a, c) => a + shortOf(c), 0),
-    asOnDate: AS_ON,
-    activeLoans: active.length,
-    activeOutstanding: activeOut,
-    performingLoans: active.length - npa.length,
-    performingOutstanding: activeOut - npaOut,
-    npaLoans: npa.length,
-    npaOutstanding: npaOut,
-    grossNpaPct: activeOut > 0 ? Math.round((npaOut / activeOut) * 10000) / 100 : 0,
-    closedLoans: all.filter((l) => l.status === 'Closed').length,
-    writtenOffLoans: all.filter((l) => l.status === 'Written off').length,
-    writtenOffAmount: all.filter((l) => l.status === 'Written off').reduce((a, l) => a + l.disbursed * 0.6, 0),
-    goodBorrowers: cats.filter((c) => c === 'GOOD').length,
-    watchBorrowers: cats.filter((c) => c === 'WATCH').length,
-    badBorrowers: cats.filter((c) => c === 'BAD').length,
-    stages,
-    products: DEMO_PRODUCTS.map((p) => {
-      const ls = active.filter((l) => l.productId === p.id);
-      const bad = ls.filter((l) => isNpa(stageOf(l)));
-      return {
-        productId: p.id,
-        productName: p.name,
-        activeLoans: ls.length,
-        performingLoans: ls.length - bad.length,
-        npaLoans: bad.length,
-        outstanding: ls.reduce((a, l) => a + l.outstanding, 0),
-        npaOutstanding: bad.reduce((a, l) => a + l.outstanding, 0)
-      };
-    }).sort((a, b) => b.outstanding - a.outstanding),
-    notes: [
-      'Demo data: the figures are illustrative, not the bank’s books.',
-      'Share linking to borrowing: members hold shares of 5% of unsecured and 2.5% of secured loans (UCBs keeping CRAR of 12% on a continuous basis are exempt).',
-      'Classification as per RBI IRAC norms on days past due (90+ days = NPA; Sub-standard up to 12 months as NPA, then Doubtful D1 / D2 / D3).',
-      'Eligibility uses each product’s rules: age, age at maturity, monthly income, FOIR, loans per customer and, for loans against FD, the LTV on the deposit.'
-    ]
-  };
-}
-
-export function demoBorrowers(category: BorrowerCategory | '', search: string): Borrower[] {
-  const q = search.trim().toLowerCase();
-  return BOOK.filter((c) => !category || categoryOf(c) === category)
-    .filter((c) => !q || c.name.toLowerCase().includes(q) || c.accountNo.includes(q))
-    .map((c) => toBorrower(c, false))
-    .sort(
-      (a, b) =>
-        b.maxDpd - a.maxDpd || b.eligibleProducts - a.eligibleProducts || a.clientName.localeCompare(b.clientName)
-    );
-}
-
-export function demoBorrower(clientId: number): Borrower | undefined {
-  const c = BOOK.find((x) => x.id === clientId);
-  return c ? toBorrower(c, true) : undefined;
-}

src/app/loan-eligibility/loan-eligibility.module.ts

@@ -1,15 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-import { NgModule } from '@angular/core';
-import { LoanEligibilityRoutingModule } from './loan-eligibility-routing.module';
-
-@NgModule({
-  imports: [LoanEligibilityRoutingModule]
-})
-export class LoanEligibilityModule {}