feat(loan-products): build out Loans A/C (EMI) stepper and wire it to the rate register

Adds the curated Loans A/C steps (security/collateral, amount & tenure,
repayment & EMI, interest, prepayment & closure) and a product-type
picker (loan-product-types.ts) shared by the create wizard, product
list and account picker. The interest step and a new register-rate-view
read the live Loan Interest Rate Register for a product's chart/CIBIL
rate instead of a hardcoded value, and a new loan-product-catalog
service + template card back the loan account stepper's product pick.

Also carries forward in-progress Loan Interest Rate Register UI work:
an inline Add Slab panel (replacing window.prompt) and a Submit Details
dialog for confirming name/effective dates before submitting for
approval.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

angular.json

@@ -69,8 +69,8 @@
               "budgets": [
                 {
                   "type": "initial",
-                  "maximumWarning": "18mb",
-                  "maximumError": "20mb"
+                  "maximumWarning": "15mb",
+                  "maximumError": "17mb"
                 },
                 {
                   "type": "anyComponentStyle",

package.json

@@ -15,7 +15,7 @@
     "ng": "ng",
     "build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
     "build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
-    "start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.localhost.conf.js",
+    "start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=4096\" ng serve --proxy-config proxy.localhost.conf.js",
     "start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
     "start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
     "serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",

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

@@ -279,7 +279,7 @@
     <div class="gl-fgroup">
       <label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label>
       <mat-form-field appearance="outline" class="gl-ffield">
-        <input matInput [matDatepicker]="dpFrom" [min]="minDate" [max]="maxDate" [formControl]="transactionDateFrom" />
+        <input matInput [matDatepicker]="dpFrom" [min]="minDate" [formControl]="transactionDateFrom" />
         <mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle>
         <mat-datepicker #dpFrom></mat-datepicker>
       </mat-form-field>
@@ -288,7 +288,7 @@
     <div class="gl-fgroup">
       <label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label>
       <mat-form-field appearance="outline" class="gl-ffield">
-        <input matInput [matDatepicker]="dpTo" [min]="minDate" [max]="maxDate" [formControl]="transactionDateTo" />
+        <input matInput [matDatepicker]="dpTo" [min]="minDate" [formControl]="transactionDateTo" />
         <mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle>
         <mat-datepicker #dpTo></mat-datepicker>
       </mat-form-field>
@@ -353,13 +353,7 @@
       <div class="gl-fgroup">
         <label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted From</label>
         <mat-form-field appearance="outline" class="gl-ffield">
-          <input
-            matInput
-            [matDatepicker]="dpSubFrom"
-            [min]="minDate"
-            [max]="maxDate"
-            [formControl]="submittedOnDateFrom"
-          />
+          <input matInput [matDatepicker]="dpSubFrom" [min]="minDate" [formControl]="submittedOnDateFrom" />
           <mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle>
           <mat-datepicker #dpSubFrom></mat-datepicker>
         </mat-form-field>
@@ -368,7 +362,7 @@
       <div class="gl-fgroup">
         <label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label>
         <mat-form-field appearance="outline" class="gl-ffield">
-          <input matInput [matDatepicker]="dpSubTo" [min]="minDate" [max]="maxDate" [formControl]="submittedOnDateTo" />
+          <input matInput [matDatepicker]="dpSubTo" [min]="minDate" [formControl]="submittedOnDateTo" />
           <mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle>
           <mat-datepicker #dpSubTo></mat-datepicker>
         </mat-form-field>
@@ -539,7 +533,7 @@
   </div>
 
   <div class="gl-table-shell">
-    <mat-table [dataSource]="dataSource" matSort class="gl-mat-table">
+    <mat-table [dataSource]="dataSource" matSort matSortActive="id" matSortDirection="desc" class="gl-mat-table">
       <!-- #ID -->
       <ng-container matColumnDef="id">
         <mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell>

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

@@ -90,7 +90,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
 
   // ── Misc ──────────────────────────────────────────────────────────────────
   minDate = new Date(2000, 0, 1);
-  maxDate = new Date();
+  maxDate: Date = null;
   /** Accounting features switched off for this installation — see disabled-features.ts. */
   disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
 
@@ -208,7 +208,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
   }
 
   ngOnInit() {
-    this.maxDate = this.settingsService.businessDate;
+    this.maxDate = null;
     this.paginator.pageSize = 10;
     this.restoreState();
     this.setFilteredOffices();

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

@@ -11,14 +11,6 @@ import { Routes, RouterModule } from '@angular/router';
 
 import { Route } from '../core/route/route.service';
 import { AccountsListComponent } from './accounts-list/accounts-list.component';
-import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
-import { CreatePartyComponent } from '../deposits/party-master/create-party/create-party.component';
-import { DueForClosureComponent } from '../deposits/party-master/due-for-closure/due-for-closure.component';
-import { DailyTransactionEntryComponent } from '../deposits/daily-transaction-entry/daily-transaction-entry.component';
-import { DdsReportsComponent } from '../deposits/dds-reports/dds-reports.component';
-import { ReportViewerComponent } from '../deposits/dds-reports/report-viewer/report-viewer.component';
-import { DdsAccountsComponent } from '../deposits/dds-accounts/dds-accounts.component';
-import { DdsAccountViewComponent } from '../deposits/dds-accounts/dds-account-view/dds-account-view.component';
 
 const routes: Routes = [
   Route.withShell([
@@ -49,59 +41,6 @@ const routes: Routes = [
             title: 'Recurring Deposit Accounts',
             breadcrumb: 'Recurring Deposit Accounts'
           }
-        },
-        {
-          path: 'dds',
-          data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' },
-          children: [
-            { path: '', component: PartyMasterComponent },
-            {
-              path: 'create',
-              component: CreatePartyComponent,
-              data: { title: 'Create Party', breadcrumb: 'Create' }
-            },
-            {
-              // Ahead of the :partyId routes, so "dueforclosure" is not read as a party id.
-              path: 'dueforclosure',
-              component: DueForClosureComponent,
-              data: { title: 'Accounts Due for Closure', breadcrumb: 'Due for Closure' }
-            },
-            {
-              path: ':partyId/edit',
-              component: CreatePartyComponent,
-              data: { title: 'Edit Party', breadcrumb: 'Edit' }
-            }
-          ]
-        },
-        {
-          // The DDS accounts listed like Savings Accounts, each opening onto its transactions.
-          path: 'dds-accounts',
-          data: { title: 'DDS Accounts', breadcrumb: 'DDS Accounts' },
-          children: [
-            { path: '', component: DdsAccountsComponent },
-            {
-              path: ':partyId',
-              component: DdsAccountViewComponent,
-              data: { title: 'DDS Account', breadcrumb: 'Account', routeParamBreadcrumb: false }
-            }
-          ]
-        },
-        {
-          path: 'dds-collection',
-          component: DailyTransactionEntryComponent,
-          data: { title: 'Daily Transaction Entry', breadcrumb: 'Daily Transaction Entry' }
-        },
-        {
-          path: 'dds-reports',
-          data: { title: 'DDS Reports', breadcrumb: 'DDS Reports' },
-          children: [
-            { path: '', component: DdsReportsComponent },
-            {
-              path: 'view/:reportName',
-              component: ReportViewerComponent,
-              data: { title: 'DDS Report', breadcrumb: 'reportName', routeParamBreadcrumb: 'reportName' }
-            }
-          ]
         }
       ]
     }

src/app/accounts/accounts.service.ts

@@ -74,6 +74,17 @@ export class AccountsService {
     return this.http.get('/fixeddepositaccounts', { params: httpParams });
   }
 
+  /**
+   * FD Dashboard's data source: every ACTIVE FD, id/account/client/product identity, maturity date
+   * and deposit/maturity amounts only. Deliberately a separate, narrow endpoint rather than
+   * getFixedDepositAccounts() above -- that one's backend query joins in six more tables (audit
+   * who-did-what-when, currency, tax group) an unbounded dashboard fetch does not need, over columns
+   * that had no index until this feature added one (see backend migration 0571).
+   */
+  getFixedDepositMaturityDashboard(): Observable<any> {
+    return this.http.get('/fixeddepositaccounts/maturity-dashboard');
+  }
+
   getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> {
     let httpParams = new HttpParams()
       .set('paged', 'true')

src/app/app.module.ts

@@ -37,7 +37,6 @@ import { GroupsModule } from './groups/groups.module';
 import { CentersModule } from './centers/centers.module';
 import { AccountingModule } from './accounting/accounting.module';
 import { ChequeBookModule } from './chequebook/chequebook.module';
-import { LockerModule } from './locker/locker.module';
 import { CtsClearingModule } from './ctsclearing/ctsclearing.module';
 import { NachClearingModule } from './nachclearing/nachclearing.module';
 import { SystemModule } from './system/system.module';
@@ -64,6 +63,7 @@ import { CfcfrmsModule } from './cfcfrms/cfcfrms.module';
 import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
 import { DeafModule } from './deaf/deaf.module';
 import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module';
+import { FdDashboardModule } from './fd-dashboard/fd-dashboard.module';
 import { DicgcModule } from './dicgc/dicgc.module';
 import { FiuModule } from './fiu/fiu.module';
 import { GlReportsModule } from './gl-reports/gl-reports.module';
@@ -155,7 +155,6 @@ export function HttpLoaderFactory(http: HttpClient) {
     CentersModule,
     AccountingModule,
     ChequeBookModule,
-    LockerModule,
     CtsClearingModule,
     NachClearingModule,
     SystemModule,
@@ -178,6 +177,7 @@ export function HttpLoaderFactory(http: HttpClient) {
     BankCalendarModule,
     DeafModule,
     SavingsDailyInterestModule,
+    FdDashboardModule,
     DicgcModule,
     FiuModule,
     GlReportsModule,

src/app/board-resolution/bor-report.component.html

@@ -17,7 +17,12 @@
         </p>
       </div>
     </div>
-    <button class="bor-btn bor-btn--xls" type="button" [disabled]="exporting || !filtered.length" (click)="exportExcel()">
+    <button
+      class="bor-btn bor-btn--xls"
+      type="button"
+      [disabled]="exporting || !filtered.length"
+      (click)="exportExcel()"
+    >
       <fa-icon icon="file-excel"></fa-icon>
       {{ exporting ? 'Exporting…' : 'Export' }}
     </button>
@@ -132,7 +137,9 @@
               <td class="num">{{ r.approvedShares | number }}</td>
               <td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
               <td class="num">{{ r.trancheCount }}</td>
-              <td><span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span></td>
+              <td>
+                <span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span>
+              </td>
               <td class="mono">{{ r.activatedDate || '—' }}</td>
             </tr>
           } @empty {

src/app/cashier/account-register/account-register.component.ts

@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
 import { MatIconModule } from '@angular/material/icon';
 import { catchError, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface RegisterRow {
   accountId: number;
@@ -83,7 +84,7 @@ export class AccountRegisterComponent implements OnInit {
 
   /** Local date — toISOString() would shift the day in any timezone behind UTC. */
   private today(): string {
-    const d = new Date();
+    const d = businessToday();
     return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
   }
 

src/app/cashier/branch-day/branch-day.component.html

@@ -107,11 +107,26 @@
         </span>
       </div>
       @if (canOperate) {
-        <button type="button" class="pg-btn pg-btn--primary" (click)="startClose(openDay)">
+        <button
+          type="button"
+          class="pg-btn pg-btn--primary"
+          (click)="startClose(openDay)"
+          [disabled]="interestPending.length > 0"
+        >
           <mat-icon>lock</mat-icon> Close Day
         </button>
       }
     </div>
+    @if (interestPending.length > 0) {
+      <div class="bd-interest-alert">
+        <mat-icon>warning</mat-icon>
+        <span>
+          Savings interest posting report is not approved for <strong>{{ interestPending.join(', ') }}</strong
+          >. Approve it in <a routerLink="/reports/interest-posting">Reports → Interest Posting Reports</a> before
+          closing the day.
+        </span>
+      </div>
+    }
   } @else if (loaded && canOperate) {
     <div class="bd-current bd-current--shut">
       <div class="bd-current__main">

src/app/cashier/branch-day/branch-day.component.scss

@@ -372,3 +372,30 @@
     color: #d97706;
   }
 }
+
+// Shown under the open day while a savings interest posting report due today is unapproved.
+.bd-interest-alert {
+  display: flex;
+  align-items: flex-start;
+  gap: 8px;
+  margin: 8px 0 12px;
+  padding: 10px 14px;
+  border: 1px solid #f59e0b;
+  border-radius: 8px;
+  background: #fef3c7;
+  color: #92400e;
+  font-size: 13px;
+
+  mat-icon {
+    flex-shrink: 0;
+    font-size: 20px;
+    width: 20px;
+    height: 20px;
+  }
+
+  a {
+    color: inherit;
+    font-weight: 600;
+    text-decoration: underline;
+  }
+}

src/app/cashier/branch-day/branch-day.component.ts

@@ -189,6 +189,23 @@ export class BranchDayComponent implements OnInit {
     return this.totalOf(this.closeCounts);
   }
 
+  /**
+   * Savings products whose interest posting report is due today and not yet approved. The close is
+   * refused by the backend while any is pending; this only says so before the user tries.
+   */
+  interestPending: string[] = [];
+
+  private checkInterestReports(): void {
+    if (!this.openDay?.businessDate) {
+      this.interestPending = [];
+      return;
+    }
+    this.service
+      .interestDayCloseCheck(this.openDay.businessDate, this.openDay.officeId)
+      .pipe(catchError(() => of(null)))
+      .subscribe((res) => (this.interestPending = res?.pendingProducts ?? []));
+  }
+
   load(): void {
     this.loading = true;
     this.errorMsg = '';
@@ -210,6 +227,7 @@ export class BranchDayComponent implements OnInit {
         this.canOperate = !!res?.canOperate;
         this.openDate = this.today;
         this.checkFirstOpenCashMigration();
+        this.checkInterestReports();
       });
 
     this.service

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

@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
 import { FormsModule } from '@angular/forms';
 import { AuthenticationService } from '../../core/authentication/authentication.service';
 import { ExportSheetSpec, exportWorkbook } from '../cashier-export';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface SummaryRow {
   code: string;
@@ -1316,7 +1317,7 @@ export class CashClearingTransferSummaryComponent {
   private dateTag = '2607';
 
   constructor() {
-    const d = new Date();
+    const d = businessToday();
     this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
     this.dateTag = `${String(d.getFullYear()).slice(-2)}${String(d.getMonth() + 1).padStart(2, '0')}`;
 

src/app/cashier/cash-exchange-entry/cash-exchange-entry.component.ts

@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
 import { MatIconModule } from '@angular/material/icon';
 import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface Denom {
   id: number;
@@ -63,7 +64,7 @@ export class CashExchangeEntryComponent implements OnInit {
   }
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.exchangeDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.service.getActiveDenominations().subscribe({
       next: (list) => {

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

@@ -18,6 +18,7 @@ import { MatInputModule } from '@angular/material/input';
 import { forkJoin, of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 type PageState = 'loading' | 'no-cashier' | 'needs-reconciliation' | 'already-settled' | 'form';
 
@@ -90,7 +91,7 @@ export class CashSettlementComponent implements OnInit {
   saving = false;
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.settlementDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.service
       .getTellers()

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

@@ -17,6 +17,7 @@ import { MatInputModule } from '@angular/material/input';
 import { of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface Denom {
   id: number;
@@ -82,7 +83,7 @@ export class CashTransferComponent implements OnInit {
   loadingVault = false;
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.service.getActiveDenominations().subscribe({
       next: (list) => {

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

@@ -17,6 +17,7 @@ import { forkJoin, of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
 import { AuthenticationService } from '../../core/authentication/authentication.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface DenomRow {
   denominationId: number;
@@ -71,7 +72,7 @@ export class CashierPositionComponent implements OnInit {
   isCashierMode = false;
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
 
     this.isCashierMode = this.authService.isCashierUser();

src/app/cashier/cashier.service.ts

@@ -205,6 +205,23 @@ export class CashierService {
     return this.http.get('/branchday', { params });
   }
 
+  /**
+   * The savings products whose interest posting report is due for the date and not yet approved —
+   * the backend refuses to close any branch's day while one is pending.
+   */
+  interestDayCloseCheck(
+    date?: string,
+    officeId?: number
+  ): Observable<{ businessDate: string; canClose: boolean; pendingProducts: string[] }> {
+    let params = new HttpParams();
+    if (date) params = params.set('date', date);
+    if (officeId) params = params.set('officeId', String(officeId));
+    return this.http.get<{ businessDate: string; canClose: boolean; pendingProducts: string[] }>(
+      '/savingsinterestpostingreports/day-close-check',
+      { params }
+    );
+  }
+
   /** Days opened and never closed — today's own open day excluded. */
   branchDayMissed(officeId?: number): Observable<any> {
     let params = new HttpParams();

src/app/cashier/closing-cash-report/closing-cash-report.component.ts

@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
 import { MatIconModule } from '@angular/material/icon';
 import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 /** Day-wise denomination-wise closing cash collected from deposits. */
 @Component({
@@ -204,7 +205,7 @@ export class ClosingCashReportComponent implements OnInit {
   }
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.date = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.load();
     this.service.getTellers().subscribe({ next: (t: any[]) => (this.tellers = t || []), error: () => {} });

src/app/cashier/day-book/day-book.component.ts

@@ -13,6 +13,7 @@ import { MatIconModule } from '@angular/material/icon';
 import { Router } from '@angular/router';
 import { catchError, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 /**
  * Which part of the day's work a row came from. Set by the server, one per source register.
@@ -95,7 +96,7 @@ export class DayBookComponent implements OnInit {
 
   /** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */
   private today(): string {
-    const d = new Date();
+    const d = businessToday();
     return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
   }
 

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

@@ -17,6 +17,7 @@ import { MatInputModule } from '@angular/material/input';
 import { of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface Denom {
   id: number;
@@ -79,7 +80,7 @@ export class InterCashierTransferComponent implements OnInit {
   }
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.service.getActiveDenominations().subscribe({
       next: (list) => {

src/app/cashier/my-work/my-work.component.ts

@@ -14,6 +14,7 @@ import { MatDialog, MatDialogModule } from '@angular/material/dialog';
 import { catchError, finalize, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
 import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
+import { businessToday } from 'app/core/utils/business-today';
 
 /** What the signed-in user's part in a voucher was. */
 export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
@@ -357,7 +358,7 @@ export class MyWorkComponent implements OnInit {
   }
 
   private todayIso(): string {
-    const d = new Date();
+    const d = businessToday();
     return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
   }
 }

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

@@ -18,6 +18,7 @@ import { MatTabsModule } from '@angular/material/tabs';
 import { forkJoin, of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface DenomRow {
   denominationId: number;
@@ -85,7 +86,7 @@ export class ReconciliationComponent implements OnInit {
   loadingHistory = false;
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.service
       .getTellers()

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

@@ -33,6 +33,7 @@ import {
 import { SponsorDDService } from '../../sponsor-dd/sponsor-dd.service';
 import { OrganizationService } from '../../organization/organization.service';
 import { CashierIssueDdDialogComponent } from './cashier-issue-dd-dialog.component';
+import { businessToday, businessTodayIso } from 'app/core/utils/business-today';
 
 interface TxnRow {
   typ: string;
@@ -621,7 +622,7 @@ export class AccountStatementDialogComponent implements OnInit {
 
   @ViewChild('statementContent') statementContent!: ElementRef;
 
-  today = new Date().toISOString().slice(0, 10);
+  today = businessTodayIso();
   fromDate = '';
   toDate = this.today;
 
@@ -1870,7 +1871,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   saving = false;
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`;
     this.addRow();
     this.loadDenominations();
@@ -2103,7 +2104,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   }
 
   private loadOpeningPosition(): void {
-    const d = new Date();
+    const d = businessToday();
     const asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     this.cashierService
       .getCashierPositionForMe(asOfDate)
@@ -2837,7 +2838,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
     fundingAccountId: number,
     fundingClientId: number | null
   ): void {
-    const d = new Date();
+    const d = businessToday();
     const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
     const isGl = row.acTyp === 'GL';
@@ -2969,7 +2970,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    const d = new Date();
+    const d = businessToday();
     const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
 
@@ -3068,7 +3069,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    const d = new Date();
+    const d = businessToday();
     const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
 
     const payload = {
@@ -3391,7 +3392,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    const today = new Date();
+    const today = businessToday();
     const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
 
     // Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim
@@ -3512,7 +3513,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    const today = new Date();
+    const today = businessToday();
     const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
 
     // Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim
@@ -4173,7 +4174,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   ): void {
     const accountUrl = `${cfg.detail}/${accountId}${cfg.detailParams ?? '?associations=all'}`;
     const todayStr = (() => {
-      const d = new Date();
+      const d = businessToday();
       return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
     })();
 
@@ -4549,7 +4550,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
   }
 
   get todayIso(): string {
-    const d = new Date();
+    const d = businessToday();
     return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
   }
 
@@ -5071,7 +5072,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       this.sameDayChequeClearing = 0;
       return;
     }
-    const today = new Date();
+    const today = businessToday();
     const sameDay = (d: any) => {
       if (!d) return false;
       const t = Array.isArray(d) && d.length >= 3 ? new Date(d[0], d[1] - 1, d[2]) : new Date(d);
@@ -5804,13 +5805,21 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    // Cashier deposit (savings/current/GL) → route through maker-checker (create PENDING request, no direct credit)
+    // Cashier deposit (savings/current/FD/RD/GL) → route through maker-checker (create PENDING request,
+    // no direct credit). FD and RD are their own account-type codes (see creditEntryAccountType()) and
+    // belong here just as much as a plain savings deposit -- a cashier crediting an FD/RD must not be
+    // able to move money in without a manager's approval either.
     // Use the dialog-confirmed amount — for cash that is the denomination total
     if (
       !this.isClerk &&
       !this.reviewMode &&
       isDeposit &&
-      (row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB' || row.acTyp === 'GL')
+      (row.acTyp === 'SD' ||
+        row.acTyp === 'CA' ||
+        row.acTyp === 'CB' ||
+        row.acTyp === 'FD' ||
+        row.acTyp === 'RD' ||
+        row.acTyp === 'GL')
     ) {
       this.submitCashierDepositRequest(row, this.confirmData?.amount ?? amount);
       return;
@@ -5951,7 +5960,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    const today = new Date();
+    const today = businessToday();
     const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
 
     const payload: any = {
@@ -6033,7 +6042,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
           this.editRequest = req;
         }
 
-        const acTyp = 'SD';
+        // Same bug, same fix as the token-driven withdrawal-slip lookup above (see its comment): the
+        // request carries its own real account_type (SAVINGS, CURRENT, FIXED_DEPOSIT or
+        // RECURRING_DEPOSIT), and hardcoding 'SD' here searched every non-savings account on the
+        // wrong endpoint, so reviewing a Current-account withdrawal always failed with "Account not
+        // found".
+        const acTyp = TransactionEntryComponent.SEARCH_ACCOUNT_TYPE_TO_AC_TYP[req.account_type || ''] || 'SD';
         const row = this.rows[0];
         row.acNo = req.account_no ?? '';
         row.acTyp = acTyp;
@@ -6141,7 +6155,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
 
   /** Build the withdrawal-request payload from the current row + loaded account. */
   private buildWithdrawalPayload(row: TxnRow, amount: number): any {
-    const today = new Date();
+    const today = businessToday();
     const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
     const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
 
@@ -6246,7 +6260,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
 
   /** Build the deposit-request payload from the current row + loaded account. */
   private buildDepositPayload(row: TxnRow, amount: number): any {
-    const today = new Date();
+    const today = businessToday();
     const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
     const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
     // Send denominations only for cash payments — stale counts on a cheque
@@ -6357,7 +6371,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
       return;
     }
 
-    const today = new Date();
+    const today = businessToday();
     const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
     const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
 

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

@@ -16,6 +16,7 @@ import { MatInputModule } from '@angular/material/input';
 import { of } from 'rxjs';
 import { catchError } from 'rxjs/operators';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 interface DenomRow {
   denominationId: number;
@@ -67,7 +68,7 @@ export class VaultPositionComponent implements OnInit {
   errorMsg = '';
 
   ngOnInit(): void {
-    const d = new Date();
+    const d = businessToday();
     this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
 
     this.service

src/app/cashier/voucher-report/voucher-report.component.ts

@@ -13,6 +13,7 @@ import { ActivatedRoute } from '@angular/router';
 import { MatIconModule } from '@angular/material/icon';
 import { catchError, of } from 'rxjs';
 import { CashierService } from '../cashier.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 /**
  * Which side of the register a screen shows.
@@ -227,7 +228,7 @@ export class VoucherReportComponent implements OnInit {
   }
 
   private todayIso(): string {
-    const now = new Date();
+    const now = businessToday();
     return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`;
   }
 

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

@@ -643,8 +643,9 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
           this.createClientForm.get('degreeQualificationId')?.setValue('');
         }
       });
-    // Fetch all constitution options from code ID 17
-    this.clientService.getCodeValuesById(17).subscribe((options) => {
+    // Constitution options by code NAME, never by id: code ids differ per tenant (on abc_bank id 17 is the empty
+    // ClientClassification code and Constitution is id 24), so a hardcoded id left the dropdown empty.
+    this.clientService.getCodeValuesByName('Constitution').subscribe((options) => {
       if (options?.length) {
         this.constitutionOptions = options;
         // Sort master by value length descending so longer/more-specific keys match first

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

@@ -1321,6 +1321,11 @@
           kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
         ) {
           <mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
+        } @else if (
+          kycForm.get('kycDocumentNumber')?.hasError('aadhaarLast4Mismatch') &&
+          kycForm.get('kycDocumentNumber')?.touched
+        ) {
+          <mat-error>Last 4 digits do not match the Aadhaar number entered above</mat-error>
         }
       </mat-form-field>
 

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

@@ -8,7 +8,14 @@
 
 import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
 import { forkJoin, catchError, of } from 'rxjs';
-import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
+import {
+  UntypedFormBuilder,
+  UntypedFormGroup,
+  Validators,
+  FormsModule,
+  AbstractControl,
+  ValidationErrors
+} from '@angular/forms';
 import {
   MatDialog,
   MAT_DIALOG_DATA,
@@ -567,6 +574,28 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
   /** Existing signature document ID (for re-upload/delete) */
   existingSignatureDocId: string = '';
 
+  /**
+   * Cross-field check for the OVD "Document Number" field (kycDocumentNumber): when Aadhaar Card
+   * is the selected KYC document, its value must identify the same Aadhaar as the aadhaarNumber
+   * field captured earlier in this step - the last 4 digits are what's compared, since
+   * aadhaarNumber may hold either the raw 12-digit number or a masked value (masking only ever
+   * obscures the first 8 digits - see aadhaarMasked in the kycData getter below - so the last 4
+   * characters are always the real digits either way). Not applicable to any other document type,
+   * where kycDocumentNumber is unrelated to Aadhaar entirely.
+   */
+  private aadhaarLast4MatchValidator = (control: AbstractControl): ValidationErrors | null => {
+    if (this.selectedKycDoc?.code !== 'AADHAAR') {
+      return null;
+    }
+    const docNumber = (control.value || '').toString().trim();
+    const aadhaarValue = (control.parent?.get('aadhaarNumber')?.value || '').toString().trim();
+    if (docNumber.length < 4 || aadhaarValue.length < 4) {
+      // Required/pattern validators already flag an empty or too-short value on their own.
+      return null;
+    }
+    return docNumber.slice(-4) === aadhaarValue.slice(-4) ? null : { aadhaarLast4Mismatch: true };
+  };
+
   /** KYC Form */
   kycForm: UntypedFormGroup = this.formBuilder.group({
     hasPan: [true],
@@ -616,7 +645,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       [
         Validators.required,
         Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
-        Validators.maxLength(30)
+        Validators.maxLength(30),
+        this.aadhaarLast4MatchValidator
       ]
     ],
     kycDocIssueDate: [''],
@@ -739,6 +769,14 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
       this.kycForm.get('ecgcSalFlag')?.disable();
       this.kycForm.get('dormantFlag')?.disable();
     }
+
+    // aadhaarLast4MatchValidator (on kycDocumentNumber) reads this control's value directly rather
+    // than through its own valueChanges, so a re-check has to be triggered explicitly whenever the
+    // Aadhaar field itself changes - otherwise fixing aadhaarNumber after kycDocumentNumber was
+    // already entered would leave a stale mismatch error in place.
+    this.kycForm.get('aadhaarNumber')?.valueChanges.subscribe(() => {
+      this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
+    });
   }
 
   /** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
@@ -1009,6 +1047,9 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
     // Reset uploads + merged preview when document type changes
     this.kycDocFiles = { front: null, back: null };
     this.kycDocMergedPreview = null;
+    // aadhaarLast4MatchValidator only applies while Aadhaar Card is selected - re-check so switching
+    // to/away from it immediately picks up (or clears) the mismatch error.
+    this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
   }
 
   isKycDocSelected(proof: ProofType): boolean {
@@ -1189,6 +1230,9 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
           // Sync chip-picker selection with the prefilled document name
           if (data.kycDocumentName) {
             this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
+            // patchValue above ran kycDocumentNumber's validators before selectedKycDoc was known,
+            // so aadhaarLast4MatchValidator needs a fresh check now that it is.
+            this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
           }
           // Set verification statuses from existing data
           if (data.panVerified) {

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

@@ -61,6 +61,7 @@ import { KycTabComponent } from './clients-view/kyc-tab/kyc-tab.component';
 import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component';
 import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component';
 import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component';
+import { tdsConfigResolver } from '../letter-mgmt/certificates/form-15gh/tds-config.service';
 import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component';
 import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component';
 import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard';
@@ -198,6 +199,7 @@ const routes: Routes = [
             {
               path: 'form121',
               component: Form121TabComponent,
+              resolve: { tdsConfig: tdsConfigResolver },
               data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false }
             },
             {

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

@@ -202,9 +202,14 @@
                 <div>
                   <strong>Already available</strong>
                   <span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
+                  @if (existing.ADDRESS_PROOF.previewUnavailable) {
+                    <span class="ckyc-existing__warn">stored file unavailable</span>
+                  }
                 </div>
               </div>
-              @if (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) {
+              @if (
+                (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) && isImage('ADDRESS_PROOF')
+              ) {
                 <div class="ckyc-existing__thumbs">
                   @if (existing.ADDRESS_PROOF.previewUrl) {
                     <img
@@ -222,6 +227,17 @@
                   }
                 </div>
               }
+              @if (existing.ADDRESS_PROOF.previewUrl) {
+                <button
+                  mat-stroked-button
+                  type="button"
+                  class="ckyc-existing__view"
+                  (click)="openDocument('ADDRESS_PROOF')"
+                >
+                  <fa-icon icon="eye"></fa-icon>
+                  &nbsp;View document
+                </button>
+              }
               <div class="ckyc-existing__meta">
                 <fa-icon icon="file-alt"></fa-icon>
                 <span>{{ existing.ADDRESS_PROOF.name }}</span>
@@ -299,9 +315,12 @@
                 <div>
                   <strong>Already available</strong>
                   <span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
+                  @if (existing.PHOTO_PROOF.previewUnavailable) {
+                    <span class="ckyc-existing__warn">stored file unavailable</span>
+                  }
                 </div>
               </div>
-              @if (existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) {
+              @if ((existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) && isImage('PHOTO_PROOF')) {
                 <div class="ckyc-existing__thumbs">
                   @if (existing.PHOTO_PROOF.previewUrl) {
                     <img
@@ -319,6 +338,17 @@
                   }
                 </div>
               }
+              @if (existing.PHOTO_PROOF.previewUrl) {
+                <button
+                  mat-stroked-button
+                  type="button"
+                  class="ckyc-existing__view"
+                  (click)="openDocument('PHOTO_PROOF')"
+                >
+                  <fa-icon icon="eye"></fa-icon>
+                  &nbsp;View document
+                </button>
+              }
               <div class="ckyc-existing__meta">
                 <fa-icon icon="id-card"></fa-icon>
                 <span>{{ existing.PHOTO_PROOF.name }}</span>
@@ -393,11 +423,25 @@
                 <div>
                   <strong>Already available</strong>
                   <span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
+                  @if (existing.CLIENT_IMAGE.previewUnavailable) {
+                    <span class="ckyc-existing__warn">stored file unavailable</span>
+                  }
                 </div>
               </div>
-              @if (existing.CLIENT_IMAGE.previewUrl) {
+              @if (existing.CLIENT_IMAGE.previewUrl && isImage('CLIENT_IMAGE')) {
                 <img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
               }
+              @if (existing.CLIENT_IMAGE.previewUrl) {
+                <button
+                  mat-stroked-button
+                  type="button"
+                  class="ckyc-existing__view"
+                  (click)="openDocument('CLIENT_IMAGE')"
+                >
+                  <fa-icon icon="eye"></fa-icon>
+                  &nbsp;View document
+                </button>
+              }
               <button
                 mat-stroked-button
                 type="button"
@@ -448,15 +492,29 @@
                 <div>
                   <strong>Already available</strong>
                   <span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
+                  @if (existing.CLIENT_SIGNATURE.previewUnavailable) {
+                    <span class="ckyc-existing__warn">stored file unavailable</span>
+                  }
                 </div>
               </div>
-              @if (existing.CLIENT_SIGNATURE.previewUrl) {
+              @if (existing.CLIENT_SIGNATURE.previewUrl && isImage('CLIENT_SIGNATURE')) {
                 <img
                   [src]="existing.CLIENT_SIGNATURE.previewUrl"
                   alt="Client signature"
                   class="ckyc-existing__thumb ckyc-existing__thumb--wide"
                 />
               }
+              @if (existing.CLIENT_SIGNATURE.previewUrl) {
+                <button
+                  mat-stroked-button
+                  type="button"
+                  class="ckyc-existing__view"
+                  (click)="openDocument('CLIENT_SIGNATURE')"
+                >
+                  <fa-icon icon="eye"></fa-icon>
+                  &nbsp;View document
+                </button>
+              }
               <div class="ckyc-existing__meta">
                 <fa-icon icon="file-signature"></fa-icon>
                 <span>{{ existing.CLIENT_SIGNATURE.name }}</span>

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

@@ -623,6 +623,35 @@
   }
 }
 
+/* Opens the uploaded artefact full size in a new tab. Sits directly under the thumbnail, and is
+   the only way to inspect a PDF - which cannot render as an inline <img>. */
+.ckyc-existing__view {
+  align-self: flex-start;
+  color: #1d6fd0;
+  border-color: #bcd8f5;
+  background: #fff;
+  font-size: 13px;
+  font-weight: 600;
+
+  &:hover {
+    background: #eef6ff;
+  }
+}
+
+/* Shown when a document row exists but its file could not be fetched from the content store,
+   so "Already available" is not silently misleading. */
+.ckyc-existing__warn {
+  display: inline-block;
+  margin-left: 8px;
+  padding: 1px 8px;
+  border-radius: 10px;
+  background: #fdecec;
+  border: 1px solid #f3c2c2;
+  color: #a12b2b;
+  font-size: 11px;
+  font-weight: 600;
+}
+
 .ckyc-existing {
   display: flex;
   flex-direction: column;

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

@@ -36,11 +36,41 @@ interface ExistingArtefact {
    *  already writes/reads for address proof; now shared by the photo/identity proof too. */
   description?: string;
   fileCount?: number;
+  /** Set when the stored file could not be fetched - the row exists but its content is gone. */
+  previewUnavailable?: boolean;
+  /** Stored MIME type, so the card knows whether it can render an inline thumbnail. */
+  mimeType?: string;
 }
 
 type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
 type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
 
+/**
+ * Client-side upload guards, kept deliberately in step with the backend so a file that passes here
+ * is not rejected server-side:
+ *  - 5 MB matches `spring.servlet.multipart.max-file-size`
+ *  - the extension list is the intersection of the backend `fineract.content.regex-whitelist`
+ *    with what these cards can actually render.
+ * The dialog's `accept=` is only a file-picker hint and is trivially bypassed, so the real check
+ * runs here, on the file the dialog hands back, before anything is sent.
+ */
+const MAX_UPLOAD_BYTES = 5 * 1024 * 1024;
+const IMAGE_EXTENSIONS = [
+  'png',
+  'jpeg',
+  'jpg'
+];
+const DOCUMENT_EXTENSIONS = [
+  ...IMAGE_EXTENSIONS,
+  'pdf'
+];
+
+/** Cards that render an inline <img>, so a PDF would not display in them. */
+const IMAGE_ONLY_KINDS: CkycDocKind[] = [
+  'CLIENT_IMAGE',
+  'CLIENT_SIGNATURE'
+];
+
 @Component({
   selector: 'mifosx-ckyc-tab',
   templateUrl: './ckyc-tab.component.html',
@@ -150,6 +180,11 @@ export class CkycTabComponent implements OnInit, OnDestroy {
   ngOnInit(): void {
     this.route.parent.params.subscribe((params: any) => {
       this.clientId = params['clientId'];
+      // Angular reuses this component when only the clientId in the route changes, and
+      // loadExistingArtefacts() only ever *assigns* what it finds - it has no "not found" branch.
+      // Without clearing first, a client with no photo (or no signature, or no proof) keeps showing
+      // the previous client's card.
+      this.resetArtefactState();
       this.loadClientInfo();
       this.loadAccounts();
       this.loadCkycData();
@@ -157,6 +192,46 @@ export class CkycTabComponent implements OnInit, OnDestroy {
     });
   }
 
+  /**
+   * Returns every per-client card to its empty state, so nothing from the client just viewed can
+   * survive into the next one. Covers all four cards plus the details staged for an upload - a file
+   * or document number left over from another client must never be submitted against this one.
+   */
+  private resetArtefactState(): void {
+    this.revokePreviewUrls();
+    this.existing = {
+      ADDRESS_PROOF: { present: false },
+      PHOTO_PROOF: { present: false },
+      CLIENT_IMAGE: { present: false },
+      CLIENT_SIGNATURE: { present: false }
+    };
+    this.selectedProofType = { ADDRESS_PROOF: null, PHOTO_PROOF: null };
+    this.docFiles = {
+      ADDRESS_PROOF: { front: null, back: null },
+      PHOTO_PROOF: { front: null, back: null }
+    };
+    this.documentDetails = {
+      ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
+      PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
+    };
+    this.clientImageFile = null;
+    this.clientSignatureFile = null;
+    this.uploadErrors = {
+      ADDRESS_PROOF: null,
+      PHOTO_PROOF: null,
+      CLIENT_IMAGE: null,
+      CLIENT_SIGNATURE: null
+    };
+  }
+
+  /** Frees the blob URLs held by the current cards before their references are dropped. */
+  private revokePreviewUrls(): void {
+    Object.values(this.existing).forEach((e) => {
+      if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
+      if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
+    });
+  }
+
   private loadClientInfo(): void {
     this.route.parent.data.subscribe((data: any) => {
       const cv = data?.clientViewData;
@@ -280,19 +355,29 @@ export class CkycTabComponent implements OnInit, OnDestroy {
             present: true,
             source: 'Client registration',
             name: signatureDoc.fileName || 'Client signature',
-            documentId: signatureDoc.id
+            documentId: signatureDoc.id,
+            mimeType: signatureDoc.type
           };
-          // Fetch blob for preview
+          // Same endpoint getClientSignatureImage() uses, but opted out of the global error alert:
+          // a m_document row whose file is no longer in the content store returns 500, and the card
+          // below reports that itself. Without `silent` the interceptor pops an "Internal Server
+          // Error" modal on every page load, for a failure the user cannot act on.
           this.clientsService
-            .getClientSignatureImage(this.clientId, signatureDoc.id)
+            .downloadClientDocument(this.clientId, String(signatureDoc.id), true)
             .pipe(takeUntil(this.destroy$))
             .subscribe({
               next: (blob: any) => {
-                if (blob) {
+                if (blob && blob.size > 0) {
                   this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
+                } else {
+                  // A 200 with an empty body still means there is nothing to show. Without this the
+                  // card would claim "Already available" with no thumbnail and no explanation.
+                  this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
                 }
               },
-              error: () => undefined
+              error: () => {
+                this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
+              }
             });
         }
 
@@ -364,6 +449,7 @@ export class CkycTabComponent implements OnInit, OnDestroy {
         const list = Array.isArray(docs) ? docs : [];
         if (!list.length) return;
         this.existing[kind].fileCount = list.length;
+        this.existing[kind].previewUnavailable = false;
 
         const byNewest = (a: any, b: any) => b.id - a.id;
         const label = (d: any) => (d?.name || d?.fileName || '').toString();
@@ -372,6 +458,9 @@ export class CkycTabComponent implements OnInit, OnDestroy {
           [...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
           [...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
 
+        // A proof can be scanned to PDF, which no <img> can render - remember what was stored so the
+        // card offers "View document" instead of a broken thumbnail.
+        if (front) this.existing[kind].mimeType = front.type;
         if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
         if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
       });
@@ -388,12 +477,19 @@ export class CkycTabComponent implements OnInit, OnDestroy {
       .pipe(takeUntil(this.destroy$))
       .subscribe({
         next: (blob: any) => {
-          if (!blob) return;
+          if (!blob || blob.size === 0) {
+            this.existing[kind].previewUnavailable = true;
+            return;
+          }
           const url = URL.createObjectURL(blob);
           if (slot === 'front') this.existing[kind].previewUrl = url;
           else this.existing[kind].previewUrlBack = url;
         },
-        error: () => undefined
+        // The row exists but its file is gone from the content store. Saying so on the card beats
+        // showing "Already available" next to a blank space.
+        error: () => {
+          this.existing[kind].previewUnavailable = true;
+        }
       });
   }
 
@@ -452,6 +548,18 @@ export class CkycTabComponent implements OnInit, OnDestroy {
 
     ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
       if (!result) return;
+
+      // The dialog's `accept=` filter is only a hint to the file picker and is trivially bypassed,
+      // so the size/type guard runs here on what actually came back. Catching it now turns a raw
+      // server rejection into a message on the card.
+      const rejection =
+        this.validationError(result.front, kind) ?? (result.back ? this.validationError(result.back, kind) : null);
+      if (rejection) {
+        this.uploadErrors[kind] = rejection;
+        return;
+      }
+      this.uploadErrors[kind] = null;
+
       if (isProofKind) {
         const proofKind = kind as ProofKind;
         this.selectedProofType[proofKind] = result.proofType || null;
@@ -470,6 +578,66 @@ export class CkycTabComponent implements OnInit, OnDestroy {
     });
   }
 
+  /** Extensions a given card can both store and render. */
+  private allowedExtensions(kind: CkycDocKind): string[] {
+    return IMAGE_ONLY_KINDS.includes(kind) ? IMAGE_EXTENSIONS : DOCUMENT_EXTENSIONS;
+  }
+
+  /**
+   * Rejects a file the backend would refuse (or the card could not render) before it is uploaded,
+   * so the user gets a clear message instead of a raw server error. Returns null when the file is
+   * acceptable.
+   */
+  private validationError(file: File | null | undefined, kind: CkycDocKind): string | null {
+    if (!file) {
+      return null;
+    }
+    const allowed = this.allowedExtensions(kind);
+    const extension = (file.name.split('.').pop() || '').toLowerCase();
+
+    if (!allowed.includes(extension)) {
+      return `Unsupported file type ".${extension}". Allowed: ${allowed.map((e) => e.toUpperCase()).join(', ')}.`;
+    }
+    if (file.size > MAX_UPLOAD_BYTES) {
+      const mb = (file.size / (1024 * 1024)).toFixed(1);
+      return `File is ${mb} MB. The maximum allowed size is 5 MB.`;
+    }
+    if (file.size === 0) {
+      return 'The selected file is empty.';
+    }
+    return null;
+  }
+
+  /**
+   * True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
+   * back to the "View document" button alone rather than rendering a broken image.
+   */
+  isImage(kind: CkycDocKind): boolean {
+    const entry = this.existing[kind];
+    // The profile image arrives as a `data:image/...;base64,` URL, which declares its own type -
+    // it has neither a stored MIME type nor a file extension for the checks below to read.
+    if (entry?.previewUrl?.startsWith('data:')) {
+      return entry.previewUrl.startsWith('data:image/');
+    }
+    if (entry?.mimeType) {
+      return entry.mimeType.startsWith('image/');
+    }
+    // Older rows can have no stored MIME type - fall back to the file extension.
+    const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
+    return IMAGE_EXTENSIONS.includes(extension);
+  }
+
+  /**
+   * Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
+   * thumbnail, so it works for PDFs too and costs no extra request.
+   */
+  openDocument(kind: CkycDocKind): void {
+    const url = this.existing[kind]?.previewUrl;
+    if (url) {
+      window.open(url, '_blank', 'noopener');
+    }
+  }
+
   /** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
    *  client-india-address-step, for address proof) writes into the identifier's description. */
   private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
@@ -533,6 +701,10 @@ export class CkycTabComponent implements OnInit, OnDestroy {
     request$.pipe(takeUntil(this.destroy$)).subscribe({
       next: () => {
         this.uploading[documentType] = false;
+        // The card is gated on `present`; without this a successful upload left it reading
+        // "Not uploaded yet". uploadProofDocument() sets the same flag for the proof cards.
+        this.existing[key].present = true;
+        this.existing[key].source = this.existing[key].source || 'CKYC upload';
         this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
         this.refreshPreview(documentType);
       },
@@ -653,13 +825,22 @@ export class CkycTabComponent implements OnInit, OnDestroy {
     if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
       URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
     }
+    // The upload that triggered this refresh is what repairs a previously missing file, so the
+    // warning has to be cleared before the re-read - otherwise a fixed card keeps the old badge.
+    this.existing[staleKey].previewUrl = undefined;
+    this.existing[staleKey].previewUrlBack = undefined;
+    this.existing[staleKey].previewUnavailable = false;
     switch (documentType) {
       case 'CLIENT_IMAGE':
         this.clientsService
           .getClientProfileImage(this.clientId)
           .pipe(takeUntil(this.destroy$))
           .subscribe((photo: any) => {
-            if (photo) this.existing.CLIENT_IMAGE.previewUrl = photo;
+            if (photo) {
+              this.existing.CLIENT_IMAGE.previewUrl = photo;
+            } else {
+              this.existing.CLIENT_IMAGE.previewUnavailable = true;
+            }
           });
         break;
       case 'CLIENT_SIGNATURE':
@@ -672,11 +853,21 @@ export class CkycTabComponent implements OnInit, OnDestroy {
               ?.sort((a: any, b: any) => b.id - a.id)?.[0];
             if (!doc) return;
             this.existing.CLIENT_SIGNATURE.documentId = doc.id;
+            this.existing.CLIENT_SIGNATURE.mimeType = doc.type;
             this.clientsService
-              .getClientSignatureImage(this.clientId, doc.id)
+              .downloadClientDocument(this.clientId, String(doc.id), true)
               .pipe(takeUntil(this.destroy$))
-              .subscribe((blob: any) => {
-                if (blob) this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
+              .subscribe({
+                next: (blob: any) => {
+                  if (blob && blob.size > 0) {
+                    this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
+                  } else {
+                    this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
+                  }
+                },
+                error: () => {
+                  this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
+                }
               });
           });
         break;
@@ -690,10 +881,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
   ngOnDestroy(): void {
     this.destroy$.next();
     this.destroy$.complete();
-    // Release object URLs
-    Object.values(this.existing).forEach((e) => {
-      if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
-      if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
-    });
+    this.revokePreviewUrls();
   }
 }

src/app/clients/clients-view/form121-tab/form121-tab.component.html

@@ -55,7 +55,10 @@
       <div class="f121__note">
         <mat-icon>info_outline</mat-icon>
         <div>
-          @if (!dateOfBirth) {
+          @if (configMissing) {
+            TDS rates for FY {{ fy }} are not configured, so the tax cannot be computed. Set them up under Organization
+            › TDS Configuration.
+          } @else if (!dateOfBirth) {
             Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal
             Data tab.
           } @else {
@@ -113,8 +116,8 @@
         <div class="f121__note f121__note--warn">
           <mat-icon>warning_amber</mat-icon>
           <div>
-            A Form 121 declaration is on record for this year, but withholding is still switched on for one or more
-            deposits. Turn it off on those accounts, or tax will keep being deducted.
+            A declaration is on record for this year, but one or more deposits still carry a tax group. Those accounts
+            deduct on their own and ignore the declaration — remove the tax group from them.
           </div>
         </div>
       }
@@ -189,20 +192,90 @@
               }
             </span>
           </div>
-          @if (declarationOnRecord && declarationFy) {
+          @if (declarationRecord; as d) {
             <div class="f121__kv-row">
               <span>Declared for</span>
-              <span>FY {{ declarationFy }}</span>
+              <span>FY {{ d.fy }} · Form {{ d.formType }}</span>
             </div>
-          }
-          @if (declarationOnRecord && !acceptanceDateKnown) {
-            <div class="f121__kv-row f121__kv-row--muted">
-              <span>Acceptance date</span>
+            <div class="f121__kv-row">
+              <span>Accepted on</span>
               <span>
-                Not captured — the declaration is treated as covering the whole year. A mid-year acceptance would change
-                the figures below.
+                {{ d.acceptedOn | date: 'd MMM y' }} — no TDS on interest credited from this day to 31 March. Interest
+                credited before it is taxed as usual.
               </span>
             </div>
+            @if (d.uin) {
+              <div class="f121__kv-row">
+                <span>UIN</span>
+                <span class="f121__mono">{{ d.uin }}</span>
+              </div>
+            }
+            <div class="f121__kv-row">
+              <span></span>
+              <span>
+                <button type="button" class="f121__btn f121__btn--warn" (click)="revokeDeclaration()">
+                  Withdraw declaration
+                </button>
+              </span>
+            </div>
+          } @else if (fy && !configMissing) {
+            <div class="f121__kv-row">
+              <span></span>
+              <span>
+                @if (!showDeclarationForm) {
+                  <button type="button" class="f121__btn" (click)="openDeclarationForm()" [disabled]="!panWellFormed">
+                    Record {{ formLabel }} for FY {{ fy }}
+                  </button>
+                  @if (!panWellFormed) {
+                    <div class="muted">A valid PAN must be on the KYC first — a declaration without one is void.</div>
+                  }
+                }
+              </span>
+            </div>
+            @if (showDeclarationForm) {
+              <div class="f121__decl-form">
+                <label>
+                  <span>Accepted on *</span>
+                  <input type="date" [(ngModel)]="newDeclaration.acceptedOn" />
+                </label>
+                <label>
+                  <span>UIN</span>
+                  <input type="text" [(ngModel)]="newDeclaration.uin" placeholder="Allotted on acceptance" />
+                </label>
+                <label>
+                  <span>Estimated income for the year (₹)</span>
+                  <input type="number" min="0" [(ngModel)]="newDeclaration.estimatedIncome" />
+                </label>
+                @if (declarationError) {
+                  <div class="f121__note f121__note--warn">
+                    <mat-icon>error_outline</mat-icon>
+                    <div>{{ declarationError }}</div>
+                  </div>
+                }
+                <div class="f121__decl-actions">
+                  <button type="button" class="f121__btn" (click)="showDeclarationForm = false">Cancel</button>
+                  <button
+                    type="button"
+                    class="f121__btn f121__btn--primary"
+                    (click)="saveDeclaration()"
+                    [disabled]="savingDeclaration"
+                  >
+                    {{ savingDeclaration ? 'Saving…' : 'Save declaration' }}
+                  </button>
+                </div>
+              </div>
+            }
+          }
+          @for (old of declarations; track old.id) {
+            @if (old.revoked && old.fy === fy) {
+              <div class="f121__kv-row f121__kv-row--muted">
+                <span>Withdrawn</span>
+                <span>
+                  Form {{ old.formType }} accepted {{ old.acceptedOn | date: 'd MMM y' }}, withdrawn
+                  {{ old.revokedOn | date: 'd MMM y' }} — {{ old.revokeReason }}
+                </span>
+              </div>
+            }
           }
           @if (eligibility) {
             @for (reason of eligibility.reasons; track reason) {

src/app/clients/clients-view/form121-tab/form121-tab.component.scss

@@ -332,3 +332,61 @@
   font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
   font-weight: 600;
 }
+
+/* ── Recording a declaration ── */
+.f121__btn {
+  padding: 6px 14px;
+  border: 1px solid #d1d5db;
+  border-radius: 6px;
+  background: #fff;
+  font: inherit;
+  font-size: 12.5px;
+  font-weight: 600;
+  cursor: pointer;
+
+  &:disabled {
+    opacity: 0.55;
+    cursor: not-allowed;
+  }
+
+  &--primary {
+    border-color: #1d4ed8;
+    background: #1d4ed8;
+    color: #fff;
+  }
+
+  &--warn {
+    border-color: #b45309;
+    color: #b45309;
+  }
+}
+
+.f121__decl-form {
+  display: grid;
+  gap: 10px;
+  padding: 12px 16px;
+
+  label {
+    display: grid;
+    gap: 4px;
+    font-size: 12px;
+
+    span {
+      color: #6b7280;
+      font-weight: 600;
+    }
+
+    input {
+      max-width: 280px;
+      padding: 6px 8px;
+      border: 1px solid #d1d5db;
+      border-radius: 6px;
+      font: inherit;
+    }
+  }
+}
+
+.f121__decl-actions {
+  display: flex;
+  gap: 8px;
+}

src/app/clients/clients-view/form121-tab/form121-tab.component.ts

@@ -23,6 +23,8 @@ import { SavingsService } from 'app/savings/savings.service';
 import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
 import { RecurringDepositsService } from 'app/deposits/recurring-deposits/recurring-deposits.service';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { TdsDeclarationRecord, TdsReportsService } from 'app/tds-reports/tds-reports.service';
+import { TdsDeductee } from 'app/tds-reports/tds-reports-data';
 
 /** Domain logic */
 import {
@@ -111,6 +113,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
   private savingsService = inject(SavingsService);
   private fixedDepositsService = inject(FixedDepositsService);
   private recurringDepositsService = inject(RecurringDepositsService);
+  private tdsService = inject(TdsReportsService);
 
   private destroy$ = new Subject<void>();
 
@@ -124,23 +127,25 @@ export class Form121TabComponent implements OnInit, OnDestroy {
   pan = '';
   panWellFormed = false;
 
-  // ── Declaration on record ──
-  declarationOnRecord = false;
+  // ── Declarations on record ──
+  /**
+   * Every declaration the customer has given, each for one year and from the day the branch
+   * accepted it. The KYC record only ever held a type and a year, which made a September
+   * declaration shield interest back to April and let last year's form run on.
+   */
+  declarations: TdsDeclarationRecord[] = [];
   /**
    * The form actually in force for the selected year. From FY 2026-27 a single
    * Form 121 replaced the 15G/15H split, so this is derived from the year rather
    * than from the payee's age.
    */
   declarationForm: DeclarationForm = '121';
-  /** Kind recorded at KYC, meaningful only for a pre-2026 year. */
-  declarationKind: '15G' | '15H' = '15G';
-  declarationFy = '';
-  /**
-   * The KYC step records only the year, not the date the branch accepted the
-   * declaration, so it has to be treated as covering the whole year. Surfaced on
-   * screen rather than hidden — a mid-year acceptance would change the figures.
-   */
-  acceptanceDateKnown = false;
+
+  // ── Recording a declaration ──
+  showDeclarationForm = false;
+  savingDeclaration = false;
+  declarationError = '';
+  newDeclaration = { acceptedOn: '', uin: '', estimatedIncome: null as number | null };
 
   eligibility: EligibilityResult | null = null;
 
@@ -153,11 +158,13 @@ export class Form121TabComponent implements OnInit, OnDestroy {
   schedule: TdsSchedule | null = null;
   actualTds = 0;
   tdsSaved = 0;
+  /** The selected year has no entry on Organization › TDS Configuration. */
+  configMissing = false;
 
   /** Raw account inputs, kept so the year selector can recompute cheaply. */
-  private accountInputs: (TdsAccountInput & { meta: Form121AccountRow })[] = [];
-  /** Withheld-tax postings by FY, from the ledger. */
-  private actualTdsByFy = new Map<string, number>();
+  private accountInputs: (TdsAccountInput & { meta: Form121AccountRow; taxLines: InterestCredit[] })[] = [];
+  /** This customer's FD/RD interest received in savings, and TDS taken there, per year. */
+  private platformByFy = new Map<string, TdsDeductee | null>();
 
   ngOnInit(): void {
     this.route.parent.params.pipe(takeUntil(this.destroy$)).subscribe((params: any) => {
@@ -180,13 +187,15 @@ export class Form121TabComponent implements OnInit, OnDestroy {
     forkJoin({
       client: this.clientsService.getClientData(this.clientId, true).pipe(catchError(() => of(null))),
       kyc: this.clientsService.getClientKyc(this.clientId, true).pipe(catchError(() => of(null))),
-      accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null)))
+      accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null))),
+      declarations: this.tdsService.getDeclarations(Number(this.clientId)).pipe(catchError(() => of([])))
     })
       .pipe(
         takeUntil(this.destroy$),
-        switchMap(({ client, kyc, accounts }) => {
+        switchMap(({ client, kyc, accounts, declarations }) => {
           this.applyClient(client);
           this.applyKyc(kyc);
+          this.declarations = declarations || [];
           const deposits = this.depositAccountsOf(accounts);
           return deposits.length ? forkJoin(deposits.map((a) => this.fetchAccount(a))) : of([] as any[]);
         }),
@@ -210,11 +219,8 @@ export class Form121TabComponent implements OnInit, OnDestroy {
   private applyKyc(kyc: any): void {
     this.pan = (kyc?.panNumber ?? '').toUpperCase();
     this.panWellFormed = isWellFormedPan(this.pan);
-    this.declarationOnRecord = !!kyc?.form15Applicable;
-    this.declarationKind = kyc?.form15Type === '15H' ? '15H' : '15G';
-    this.declarationForm = this.fy ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
-    this.declarationFy = kyc?.form15FY ?? '';
-    this.acceptanceDateKnown = false;
+    this.declarationForm =
+      this.fy && FY_TAX_CONFIG[normaliseFy(this.fy)] ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
   }
 
   /** Savings, FD and RD accounts — everything that can credit interest. */
@@ -248,7 +254,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
    */
   private ingest(details: any[]): void {
     this.accountInputs = [];
-    this.actualTdsByFy = new Map<string, number>();
+    this.platformByFy = new Map<string, TdsDeductee | null>();
     const fys = new Set<string>();
     const clientIdNum = Number(this.clientId);
 
@@ -269,6 +275,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
       };
 
       const credits: InterestCredit[] = [];
+      const taxLines: InterestCredit[] = [];
       let tdsDeducted = 0;
 
       for (const t of d.transactions ?? []) {
@@ -286,8 +293,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
         } else if (t.transactionType?.withholdTax) {
           const amount = t.amount ?? 0;
           tdsDeducted += amount;
-          const txnFy = fyOf(iso);
-          this.actualTdsByFy.set(txnFy, (this.actualTdsByFy.get(txnFy) ?? 0) + amount);
+          taxLines.push({ date: iso, amount, accountNo: ref.accountNo });
         }
       }
 
@@ -310,12 +316,13 @@ export class Form121TabComponent implements OnInit, OnDestroy {
         deducteeClientId: deductee
       };
 
-      this.accountInputs.push({ ...ref, credits, meta });
+      this.accountInputs.push({ ...ref, credits, taxLines, meta });
     }
 
     this.availableFys = [...fys].sort().reverse();
     if (!this.availableFys.includes(this.fy)) {
-      this.fy = this.availableFys[0] ?? (this.declarationFy ? normaliseFy(this.declarationFy) : '');
+      this.fy =
+        this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
     }
   }
 
@@ -333,14 +340,37 @@ export class Form121TabComponent implements OnInit, OnDestroy {
     }
 
     const year = normaliseFy(this.fy);
+    this.configMissing = !FY_TAX_CONFIG[year];
+
+    // TDS is tracked on FD/RD interest once it reaches savings, and deducted there. Those figures live
+    // on the platform, not in the deposit's own transactions, so they are fetched once per year and
+    // the computation waits for them.
+    if (!this.platformByFy.has(year)) {
+      this.loadPlatformYear(year);
+      return;
+    }
+    const platform = this.platformByFy.get(year);
+    for (const a of this.accountInputs) {
+      if (!a.meta.tdsApplicable) {
+        continue;
+      }
+      const match = platform?.accounts.find((p) => p.accountNo === a.accountNo);
+      a.credits = match?.credits ?? [];
+      a.taxLines = match?.deductions ?? [];
+    }
 
     // Per-account interest for the selected year, for the three lists.
     for (const a of this.accountInputs) {
       a.meta.interest = a.credits.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0);
+      // The selected year only - this used to total every year the account had ever been taxed in.
+      a.meta.tdsDeducted = a.meta.tdsApplicable
+        ? a.taxLines.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0)
+        : 0;
     }
-    this.actualTds = this.actualTdsByFy.get(year) ?? 0;
+    // What was actually debited for this customer as deductee, wherever the savings account sits.
+    this.actualTds = this.accountInputs.filter((a) => a.meta.tdsApplicable).reduce((s, a) => s + a.meta.tdsDeducted, 0);
 
-    if (!this.dateOfBirth) {
+    if (!this.dateOfBirth || this.configMissing) {
       return;
     }
 
@@ -378,21 +408,95 @@ export class Form121TabComponent implements OnInit, OnDestroy {
     return applicable.some((a) => a.meta.mode === 'QUARTERLY') ? 'QUARTERLY' : 'ANNUAL';
   }
 
-  /** The declaration, but only when it was filed for the year being shown. */
-  private declarationForSelectedFy(): Declaration | null {
-    if (!this.declarationOnRecord || !this.fy) {
+  private loadPlatformYear(year: string): void {
+    this.tdsService
+      .getDepositInterest(Number(year.slice(0, 4)), Number(this.clientId))
+      .pipe(
+        catchError(() => of([])),
+        takeUntil(this.destroy$)
+      )
+      .subscribe((rows) => {
+        this.platformByFy.set(year, rows.find((r) => `${r.clientId}` === `${this.clientId}`) ?? null);
+        this.recompute();
+      });
+  }
+
+  /** The live declaration recorded for the year being shown, if any. */
+  get declarationRecord(): TdsDeclarationRecord | null {
+    if (!this.fy) {
       return null;
     }
     const year = normaliseFy(this.fy);
-    if (this.declarationFy && normaliseFy(this.declarationFy) !== year) {
+    return this.declarations.find((d) => d.fy === year && !d.revoked) ?? null;
+  }
+
+  get declarationOnRecord(): boolean {
+    return !!this.declarationRecord;
+  }
+
+  /** The declaration as the engine takes it — operative from the day it was accepted. */
+  private declarationForSelectedFy(): Declaration | null {
+    const d = this.declarationRecord;
+    if (!d) {
       return null;
     }
-    return {
-      kind: this.declarationKind,
-      // No acceptance date on record — treated as covering the whole year.
-      acceptedOn: `${year.slice(0, 4)}-04-01`,
-      fy: year
-    };
+    const kind = d.formType === '15H' ? '15H' : d.formType === '15G' ? '15G' : formKindFor(this.dateOfBirth, d.fy);
+    return { kind, acceptedOn: d.acceptedOn, fy: d.fy, uin: d.uin || undefined };
+  }
+
+  openDeclarationForm(): void {
+    this.newDeclaration = { acceptedOn: new Date().toISOString().slice(0, 10), uin: '', estimatedIncome: null };
+    this.declarationError = '';
+    this.showDeclarationForm = true;
+  }
+
+  saveDeclaration(): void {
+    if (!this.newDeclaration.acceptedOn) {
+      this.declarationError = 'Enter the date the branch accepted the form.';
+      return;
+    }
+    this.savingDeclaration = true;
+    this.declarationError = '';
+    this.tdsService
+      .createDeclaration({
+        clientId: Number(this.clientId),
+        fy: normaliseFy(this.fy),
+        formType: declarationFormFor(this.fy, this.dateOfBirth),
+        acceptedOn: this.newDeclaration.acceptedOn,
+        uin: this.newDeclaration.uin || undefined,
+        estimatedIncome: this.newDeclaration.estimatedIncome
+      })
+      .subscribe({
+        next: (rows) => {
+          this.savingDeclaration = false;
+          this.showDeclarationForm = false;
+          this.declarations = rows || [];
+          this.recompute();
+        },
+        error: (err: any) => {
+          this.savingDeclaration = false;
+          this.declarationError =
+            err?.error?.errors?.[0]?.defaultUserMessage || err?.error?.defaultUserMessage || 'Could not save.';
+        }
+      });
+  }
+
+  revokeDeclaration(): void {
+    const d = this.declarationRecord;
+    if (!d) {
+      return;
+    }
+    const reason = prompt('Why is this declaration being withdrawn? From today, TDS will be deducted again.');
+    if (!reason) {
+      return;
+    }
+    this.tdsService.revokeDeclaration(d.id, reason).subscribe({
+      next: (rows) => {
+        this.declarations = rows || [];
+        this.recompute();
+      },
+      error: (err: any) => alert(err?.error?.defaultUserMessage || 'Could not revoke the declaration.')
+    });
   }
 
   // ───────────────────────── Template helpers ─────────────────────────
@@ -411,7 +515,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
 
   /** The form the payee would file for the selected year. */
   get formLabel(): string {
-    if (!this.fy) {
+    if (!this.fy || this.configMissing) {
       return '—';
     }
     const form = declarationFormFor(this.fy, this.dateOfBirth);
@@ -470,11 +574,12 @@ export class Form121TabComponent implements OnInit, OnDestroy {
   }
 
   /**
-   * A declaration is on record but deposit accounts are still set to withhold —
-   * the branch has not switched them off.
+   * A declaration is on record but a deposit still carries a stock Fineract tax group. Those
+   * accounts withhold on their own rules and never consult the declaration record, so the form
+   * does not stop their deduction until the tax group is removed.
    */
   get declarationNotAppliedToAccounts(): boolean {
-    return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => a.withHoldTax);
+    return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => !!a.taxGroup);
   }
 
   /**

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

@@ -1247,9 +1247,7 @@
                     </div>
 
                     @if (!docScansLoading && !docScans.front && !docScans.back) {
-                      <div class="kyc-doc-scans__empty">
-                        No scan is on file for this document. Upload one below.
-                      </div>
+                      <div class="kyc-doc-scans__empty">No scan is on file for this document. Upload one below.</div>
                     }
 
                     <div class="kyc-doc-scans__sides">

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

@@ -182,7 +182,10 @@ export class KycTabComponent implements OnInit, OnDestroy {
   docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null };
 
   /** The two sides, in display order, so the template loops rather than repeating itself. */
-  readonly docScanSlots: ('front' | 'back')[] = ['front', 'back'];
+  readonly docScanSlots: ('front' | 'back')[] = [
+    'front',
+    'back'
+  ];
 
   docScanOf(slot: 'front' | 'back') {
     return this.docScans[slot];
@@ -474,7 +477,8 @@ export class KycTabComponent implements OnInit, OnDestroy {
       adverseMediaMatch: !!v.adverseMediaMatch,
       // Blank stays null rather than becoming zero: an income nobody asked for is unknown, and a zero would read as a
       // customer who declared no income at all.
-      declaredAnnualIncome: v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
+      declaredAnnualIncome:
+        v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
       declaredAnnualTurnover:
         v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover
     };
@@ -519,7 +523,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
       dateFormat: 'dd MMMM yyyy',
       ...this.buildDocumentFields(),
       ...this.buildRiskProfileFields(),
-        ...this.buildExceptionFields()
+      ...this.buildExceptionFields()
     };
 
     if (!this.kycId) {
@@ -766,7 +770,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
       riskCategory: this.kycForm.value.riskCategory || 1,
       ...declarationFields,
       ...this.buildRiskProfileFields(),
-        ...this.buildExceptionFields()
+      ...this.buildExceptionFields()
     };
 
     this.clientsService
@@ -927,7 +931,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
       riskCategory: this.kycForm.value.riskCategory || 1,
       ...receiptFields,
       ...this.buildRiskProfileFields(),
-        ...this.buildExceptionFields()
+      ...this.buildExceptionFields()
     };
 
     this.clientsService
@@ -1455,7 +1459,10 @@ I further confirm that:
       this.docScansLoading = false;
       // This runs again after every replace, so the previews being thrown away are revoked
       // rather than left holding their blobs.
-      for (const old of [this.docScans.front, this.docScans.back]) {
+      for (const old of [
+        this.docScans.front,
+        this.docScans.back
+      ]) {
         if (old?.previewUrl) {
           URL.revokeObjectURL(old.previewUrl);
         }
@@ -1497,7 +1504,10 @@ I further confirm that:
       }
 
       this.docScans = sides;
-      for (const key of ['front', 'back'] as const) {
+      for (const key of [
+        'front',
+        'back'
+      ] as const) {
         if (sides[key]) {
           this.loadScanPreview(sides[key]!);
         }
@@ -1558,7 +1568,9 @@ I further confirm that:
       error: (err: any) => {
         this.docScanUploading = null;
         this.docScanError =
-          err?.error?.defaultUserMessage || err?.error?.developerMessage || `Could not replace the ${label.toLowerCase()} side.`;
+          err?.error?.defaultUserMessage ||
+          err?.error?.developerMessage ||
+          `Could not replace the ${label.toLowerCase()} side.`;
       }
     });
   }
@@ -1741,7 +1753,10 @@ I further confirm that:
     this.destroy$.next();
     this.destroy$.complete();
     // Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
-    for (const side of [this.docScans.front, this.docScans.back]) {
+    for (const side of [
+      this.docScans.front,
+      this.docScans.back
+    ]) {
       if (side?.previewUrl) {
         URL.revokeObjectURL(side.previewUrl);
       }

src/app/clients/clients.service.ts

@@ -569,8 +569,19 @@ export class ClientsService {
     return this.http.get(`/clients/${clientId}/documents`);
   }
 
-  downloadClientDocument(parentEntityId: string, documentId: string) {
-    return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, { responseType: 'blob' });
+  /**
+   * Fetches a client document's stored file.
+   *
+   * `silent` opts the request out of ErrorHandlerInterceptor's alert. Pass it when the caller
+   * renders its own failure state - notably thumbnail fetches, where a `m_document` row whose file
+   * is no longer in the content store returns 500 and would otherwise pop a modal the user can do
+   * nothing about. The interceptor still rethrows, so the caller's error callback continues to run.
+   */
+  downloadClientDocument(parentEntityId: string, documentId: string, silent = false) {
+    return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, {
+      responseType: 'blob',
+      ...(silent ? { context: new HttpContext().set(SILENT_HTTP_ERROR, true) } : {})
+    });
   }
 
   uploadClientDocument(clientId: string, documentData: any) {
@@ -992,12 +1003,28 @@ export class ClientsService {
     return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
   }
 
-  getClientCkyc(clientId: string): Observable<any> {
-    return this.http.get(`/clients/${clientId}/ckyc`);
+  /**
+   * Uploads a single CKYC artefact against the client, using the platform's generic document
+   * endpoint (DocumentApiResource, POST /v1/{entityType}/{entityId}/documents). There is no
+   * CKYC-specific document API on the backend - the earlier `/clients/{id}/ckyc/documents` path
+   * was never implemented and returned 404.
+   *
+   * The multipart body must carry `file`, `name` and `description`; the caller builds those so the
+   * stored document stays identifiable by CKYC artefact type. See ckyc-tab.component.ts.
+   */
+  uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
+    return this.http.post(`/clients/${clientId}/documents`, formData);
   }
 
-  uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
-    return this.http.post(`/clients/${clientId}/ckyc/documents`, formData);
+  /**
+   * Replaces the content of an existing client document in place (DocumentApiResource PUT
+   * /v1/{entityType}/{entityId}/documents/{documentId}), keeping the same document id.
+   *
+   * Used by the CKYC screen's "Upload new version" so a re-upload updates the existing artefact
+   * rather than adding another row. Takes the same multipart body as the create call.
+   */
+  replaceClientDocument(clientId: string, documentId: string, formData: FormData): Observable<any> {
+    return this.http.put(`/clients/${clientId}/documents/${documentId}`, formData);
   }
 
   /**

src/app/clients/shared/kyc-document-update-dialog/kyc-document-update-dialog.component.html

@@ -109,13 +109,7 @@
               </button>
             }
           </div>
-          <input
-            #sideInput
-            type="file"
-            hidden
-            accept="image/*,application/pdf"
-            (change)="onFilePicked($event, slot)"
-          />
+          <input #sideInput type="file" hidden accept="image/*,application/pdf" (change)="onFilePicked($event, slot)" />
         </div>
       }
     </div>

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

@@ -25,6 +25,36 @@ import { environment } from '../../../environments/environment';
 export class CacheInterceptor implements HttpInterceptor {
   private forceUpdate = false;
 
+  /**
+   * Endpoints that compute a live figure from the current ledger/configuration and must never be
+   * served from cache. Caching them meant a report kept showing a stale response after its
+   * underlying GL mapping changed — the request was answered from cachedData and the backend was
+   * never hit again. Matched as a substring of the request URL.
+   */
+  private static readonly NEVER_CACHE = [
+    '/rbireservereturn',
+    '/rbireserveconfig',
+    '/tdsconfig',
+    '/tds/deposit-interest',
+    // Declarations and challans are entered on the very screens that read them back.
+    '/tds/declarations',
+    '/tds/challans',
+    '/tds/deducted',
+    '/savingsinterestpostingreports',
+    // Cash in vaults and drawers changes with every transaction; a cached teller list or position
+    // kept showing a branch's old tellers and figures at day close.
+    '/tellers',
+    '/cashreports',
+    '/cashreconciliation',
+    '/cashsettlement',
+    '/cashtransfer',
+    '/branchday'
+  ];
+
+  private isCacheable(url: string): boolean {
+    return !CacheInterceptor.NEVER_CACHE.some((fragment) => url.includes(fragment));
+  }
+
   // eslint-disable-next-line @angular-eslint/prefer-inject
   constructor(private httpCacheService: HttpCacheService) {}
 
@@ -42,7 +72,7 @@ export class CacheInterceptor implements HttpInterceptor {
   }
 
   intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
-    if (request.method !== 'GET') {
+    if (request.method !== 'GET' || !this.isCacheable(request.urlWithParams)) {
       return next.handle(request);
     }
 

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

@@ -65,6 +65,14 @@
           <span class="cashier-nav__esc-hint" (click)="onEscapeKey()"> <kbd>ESC</kbd> Show Header </span>
         </nav>
       }
+      <!-- FD Dashboard fullscreen — ESC hint bar -->
+      @else if (currentUrl.includes('/fd-dashboard')) {
+        <nav class="cashier-nav cashier-nav--election">
+          <span class="cashier-nav__esc-hint" (click)="onEscapeKey()">
+            <kbd>ESC</kbd> Exit Fullscreen (Show Header &amp; Footer)
+          </span>
+        </nav>
+      }
       <!-- Clerk Dashboard fullscreen nav — only visible at /clerk/* -->
       @else if (currentUrl.includes('/clerk/')) {
         <nav class="cashier-nav cashier-nav--clerk">
@@ -655,6 +663,12 @@
       <button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
         <i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
       </button>
+      <button mat-menu-item routerLink="/reports/interest-posting" tabindex="0">
+        <i class="fa fa-clipboard-check menu-item-icon"></i> Interest Posting Reports
+      </button>
+      <button mat-menu-item routerLink="/reports/interest-posting-summary" tabindex="0">
+        <i class="fa fa-table menu-item-icon"></i> Interest Posting Summary (Branch-wise)
+      </button>
       <!--
         The Principal Officer clears flagged UNSC screenings here. It is not a runnable report,
         so it never shows up under the report categories above and had no nav entry at all.
@@ -883,11 +897,7 @@
               (click)="subLedgerOpen = false"
               ><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
             >
-            <a
-              class="gl-link"
-              [class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
-              routerLink="/locker"
-              (click)="subLedgerOpen = false"
+            <a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
               ><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
             >
             <a
@@ -1179,29 +1189,14 @@
           <button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
             <fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
           </button>
-          <button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
-            <fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
-          </button>
-          <button
-            mat-menu-item
-            tabindex="0"
-            [routerLink]="['/accounts/dds-accounts']"
-            (click)="depositsMenu.closed.emit()"
-          >
-            <fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
-          </button>
+          <button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
         </div>
         <div class="deposit-menu-group">
           <div class="deposit-group-title">Agent</div>
           <button mat-menu-item tabindex="0">
             <fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
           </button>
-          <button
-            mat-menu-item
-            tabindex="0"
-            [routerLink]="['/accounts/dds-collection']"
-            (click)="depositsMenu.closed.emit()"
-          >
+          <button mat-menu-item tabindex="0">
             <fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
           </button>
           <button mat-menu-item tabindex="0">
@@ -1216,22 +1211,14 @@
         </div>
         <div class="deposit-menu-group">
           <div class="deposit-group-title">Reports</div>
-          <button
-            mat-menu-item
-            tabindex="0"
-            [routerLink]="['/accounts/dds-reports']"
-            (click)="depositsMenu.closed.emit()"
-          >
-            <fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
-          </button>
           <button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
             <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
           </button>
           <button mat-menu-item tabindex="0">
             <fa-icon icon="clock" class="menu-item-icon"></fa-icon> Account Expiry
           </button>
-          <button mat-menu-item tabindex="0">
-            <fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> FD Maturity Report
+          <button mat-menu-item tabindex="0" [routerLink]="['/fd-dashboard']">
+            <fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> FD Dashboard
           </button>
           <button mat-menu-item tabindex="0">
             <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> FD Interest Report
@@ -1421,9 +1408,7 @@
           <button mat-menu-item tabindex="0">
             <fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
           </button>
-          <button mat-menu-item routerLink="/locker" tabindex="0">
-            <fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
-          </button>
+          <button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
           <button mat-menu-item routerLink="/investment/bonds" tabindex="0">
             <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
           </button>
@@ -2092,6 +2077,35 @@
               <fa-icon icon="users" class="gl-icon" style="color: #4f46e5"></fa-icon> Members &amp; Share Capital
             </a>
           </div>
+          <!-- Reserve Returns — CRR and SLR, computed live from the ledger. Grouped apart from the
+               OSS returns because they are filed on their own cycles: Form 1 twice a month, Form 9
+               at month end. -->
+          <div class="gl-group">
+            <div class="gl-group-title">Reserve Returns</div>
+            <!-- The statutory form is a tab on Form 1 rather than an entry of its own: two menu
+                 items for one return had a filer guessing which one they were looking at. -->
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('Form 1 CRR Cash Reserve Ratio')"
+              routerLink="/rbi/form1"
+              (click)="rbiMenuOpen = false"
+            >
+              <fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form 1 — CRR (fortnightly)
+            </a>
+            <!-- Form 9 (SLR) has no entry of its own. Section 24 is settled on the statutory Form 1,
+                 at Part C, on the same liabilities Part B charges the cash reserve on — so the SLR
+                 position is read there rather than on a second screen that computed it from a
+                 differently drawn base and disagreed. -->
+            <a
+              class="gl-link"
+              [class.hidden]="!matchesRbiSearch('Form IX R408 Return on Assets and Liabilities balance sheet')"
+              routerLink="/rbi/form9-return"
+              (click)="rbiMenuOpen = false"
+            >
+              <fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form IX — Assets &amp;
+              Liabilities (R408)
+            </a>
+          </div>
           <!-- CIMS / XBRL Returns -->
           <div class="gl-group">
             <div class="gl-group-title">CIMS / XBRL Returns</div>

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

@@ -167,7 +167,9 @@ export class ShellComponent implements OnInit, OnDestroy {
         url.includes('/clerk/withdrawal-request') ||
         url.includes('/clerk/my-disbursement-requests');
       const isElectionRoute = url.includes('/election');
-      this.hideShellLayout = isCashierOnly || isClerkRoute || isElectionRoute || this.isWithdrawalReviewUrl;
+      const isFdDashboardRoute = url.includes('/fd-dashboard');
+      this.hideShellLayout =
+        isCashierOnly || isClerkRoute || isElectionRoute || isFdDashboardRoute || this.isWithdrawalReviewUrl;
       this.cdr.detectChanges();
     };
     this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout());
@@ -180,10 +182,7 @@ export class ShellComponent implements OnInit, OnDestroy {
     });
   }
 
-  /**
-   * Toggles the current collapsed state of sidenav according to the emitted event.
-   * @param {boolean} event denotes state of sidenav
-   */
+  /** Toggles the current collapsed state of sidenav according to the emitted event. */
   toggleCollapse($event: boolean) {
     this.sidenavCollapsed = $event;
     this.cdr.detectChanges();
@@ -204,12 +203,15 @@ export class ShellComponent implements OnInit, OnDestroy {
     return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
   }
 
-  /** ESC key — exit fullscreen at Clerk Dashboard / Election / review screen, restoring full shell header. */
+  /** ESC key — exit fullscreen at Clerk Dashboard / Election / FD Dashboard / review screen, restoring full shell header. */
   @HostListener('document:keydown.escape')
   onEscapeKey(): void {
     if (
       this.hideShellLayout &&
-      (this.router.url.includes('/clerk/') || this.router.url.includes('/election') || this.isWithdrawalReviewUrl)
+      (this.router.url.includes('/clerk/') ||
+        this.router.url.includes('/election') ||
+        this.router.url.includes('/fd-dashboard') ||
+        this.isWithdrawalReviewUrl)
     ) {
       this.hideShellLayout = false;
       this.cdr.detectChanges();

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

@@ -20,7 +20,9 @@
       <div class="t-live"></div>
       &nbsp;LIVE
     </div>
-    <div class="t-chip">Branch:&nbsp;<strong>HO</strong></div>
+    <div class="t-chip">
+      Branch:&nbsp;<strong>{{ officeLabel }}</strong>
+    </div>
     <div class="t-chip">
       Date:&nbsp;<strong>{{ today | date: 'dd MMM yyyy' }}</strong>
     </div>

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

@@ -49,6 +49,7 @@ import { MatIcon } from '@angular/material/icon';
 import { NotificationsTrayComponent as NotificationsTrayComponent_1 } from '../../../shared/notifications-tray/notifications-tray.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 import { DocumentationLinksService } from 'app/shared/services/documentation-links.service';
+import { businessToday } from 'app/core/utils/business-today';
 
 /**
  * Toolbar component.
@@ -92,6 +93,14 @@ export class ToolbarComponent implements OnInit, AfterViewInit, AfterContentChec
   @ViewChild('templateAppMenu') templateAppMenu: TemplateRef<any>;
   @ViewChild('notificationsTray') notificationsTray: NotificationsTrayComponent;
 
+  /** The signed-in user's office — this chip read "HO" for every login, branch staff included. */
+  get officeLabel(): string {
+    if (this.authenticationService.isHeadOfficeUser()) {
+      return 'HO';
+    }
+    return this.authenticationService.getCredentials()?.officeName || '—';
+  }
+
   /** Subscription to breakpoint observer for handset. */
   isHandset$: Observable<boolean> = this.breakpointObserver
     .observe(Breakpoints.Handset)
@@ -100,8 +109,10 @@ export class ToolbarComponent implements OnInit, AfterViewInit, AfterContentChec
   /** Sets the initial state of sidenav as collapsed. Not collapsed if false. */
   sidenavCollapsed = true;
 
-  /** Current date for top bar display */
-  today = new Date();
+  /** The bank's "today" for the top bar — the business date when enabled, else the server date. */
+  get today(): Date {
+    return businessToday();
+  }
 
   /** Last login time display */
   lastLoginTime = this.formatLastLogin();

src/app/core/utils/business-today.ts

@@ -0,0 +1,30 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/**
+ * The bank's "today": the business date while `enable-business-date` is on, the server's own date
+ * while it is off. The server decides which (GET /branchday/today); the web app stores the answer
+ * in `mifosXServerDate` at login and whenever the business date changes. Before that has happened
+ * the browser clock is the only date there is, so it is the fallback.
+ */
+export function businessToday(): Date {
+  const stored = localStorage.getItem('mifosXServerDate');
+  const match = stored ? /^(\d{4})-(\d{2})-(\d{2})$/.exec(stored) : null;
+  if (!match) {
+    return new Date();
+  }
+  // Built from parts so it is local midnight — new Date('yyyy-MM-dd') would be UTC midnight and
+  // land on the previous day in any timezone behind UTC.
+  return new Date(Number(match[1]), Number(match[2]) - 1, Number(match[3]));
+}
+
+/** {@link businessToday} as yyyy-MM-dd. */
+export function businessTodayIso(): string {
+  const d = businessToday();
+  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
+}

src/app/current-accounts/current-account-view/current-account-view.component.html

@@ -8,7 +8,10 @@
 
 <div class="cur-view">
   <!-- ─── Dormancy risk alert (only when subStatus has left Active) ──── -->
-  <mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
+  <!-- Shown only when the account's product has Dormancy Alert = Yes -->
+  @if (currentAccountData?.dormancyAlert) {
+    <mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
+  }
 
   <!-- ─── Gradient hero header ─────────────────────────────────────── -->
   <header class="cur-hero">

src/app/current-accounts/current-account-view/general-tab/general-tab.component.html

@@ -59,16 +59,7 @@
                 <span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
               </span>
             </div>
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
-              <span class="nx-row__value nx-row__value--amount">
-                @if (currentAccountData.nominalAnnualInterestRate) {
-                  {{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
-                } @else {
-                  0 %
-                }
-              </span>
-            </div>
+            <!-- A current account earns no interest, so no interest rate is shown here; OD interest is under Overdraft. -->
           } @else {
             <div class="nx-row">
               <span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
@@ -102,17 +93,17 @@
                 </span>
               </div>
             }
-            @if (currentAccountData.summary.totalInterestEarned >= 0) {
+            @if (currentAccountData.summary.totalWithdrawals) {
               <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Total Interest Earned' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
+                <span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
+                <span class="nx-row__value nx-row__value--amount nx-row__value--negative">
                   {{
-                    currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
+                    currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
                   }}
                 </span>
               </div>
             }
-            @if (!currentAccountData.summary.totalDeposits && !(currentAccountData.summary.totalInterestEarned >= 0)) {
+            @if (!currentAccountData.summary.totalDeposits && !currentAccountData.summary.totalWithdrawals) {
               <div class="nx-empty">
                 <fa-icon icon="inbox" class="nx-empty__ico"></fa-icon>
                 <span>No activity yet.</span>
@@ -132,16 +123,7 @@
             <h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
           </header>
           <div class="nx-card__body">
-            @if (currentAccountData.summary.totalWithdrawals) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount nx-row__value--negative">
-                  {{
-                    currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
+            <!-- A current account earns no interest: no interest earned/posted rows. OD interest has its own card. -->
             @if (currentAccountData.summary.totalWithdrawalFees) {
               <div class="nx-row">
                 <span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span>
@@ -160,89 +142,6 @@
                 </span>
               </div>
             }
-            @if (currentAccountData.summary.totalInterestEarned >= 0) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Interest Earned' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{
-                    currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.summary.totalInterestPosted) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Interest Posted' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{
-                    currentAccountData.summary.totalInterestPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.summary.interestNotPosted >= 0) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Interest Earned Not Posted' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{
-                    currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.summary.totalOverdraftInterestDerived) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Interest On Overdraft' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{
-                    currentAccountData.summary.totalOverdraftInterestDerived
-                      | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.summary.interestNotPosted < 0) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Overdraft Interest Not Posted' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{
-                    currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.nominalAnnualInterestRate) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
-                </span>
-              </div>
-            }
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Interest Compounding Period' | translate }}</span>
-              <span class="nx-row__value">
-                {{ currentAccountData.interestCompoundingPeriodType.value | translateKey: 'catalogs' }}
-              </span>
-            </div>
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Interest Posting Period' | translate }}</span>
-              <span class="nx-row__value">
-                {{ currentAccountData.interestPostingPeriodType.value | translateKey: 'catalogs' }}
-              </span>
-            </div>
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Interest Calculated Using' | translate }}</span>
-              <span class="nx-row__value">
-                {{ currentAccountData.interestCalculationType.value | translateKey: 'catalogs' }}
-              </span>
-            </div>
-            <div class="nx-row">
-              <span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
-              <span class="nx-row__value">
-                {{ currentAccountData.interestCalculationDaysInYearType.value | translateKey: 'catalogs' }}
-              </span>
-            </div>
             @if (currentAccountData.withdrawalFee) {
               <div class="nx-row">
                 <span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span>
@@ -289,37 +188,6 @@
                 </span>
               </div>
             }
-            @if (currentAccountData.allowOverdraft) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Overdraft Limit' | translate }}</span>
-                <span class="nx-row__value nx-row__value--amount">
-                  {{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.allowOverdraft) {
-              <div class="nx-row">
-                <span class="nx-row__label">
-                  {{ 'labels.inputs.Minimum Overdraft Required for Interest Calculation' | translate }}
-                </span>
-                <span class="nx-row__value">
-                  {{
-                    currentAccountData.minOverdraftForInterestCalculation
-                      | currency: currency.code : 'symbol-narrow' : '1.2-2'
-                  }}
-                </span>
-              </div>
-            }
-            @if (currentAccountData.minBalanceForInterestCalculation) {
-              <div class="nx-row">
-                <span class="nx-row__label">
-                  {{ 'labels.inputs.Min Balance Required for Interest Calculation' | translate }}
-                </span>
-                <span class="nx-row__value">
-                  {{ currentAccountData.minBalanceForInterestCalculation | formatNumber }}
-                </span>
-              </div>
-            }
             @if (currentAccountData.minRequiredBalance) {
               <div class="nx-row">
                 <span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span>
@@ -332,14 +200,6 @@
                 <span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span>
               </div>
             }
-            @if (currentAccountData.summary.lastInterestCalculationDate) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Interest Recalculation Date' | translate }}</span>
-                <span class="nx-row__value">
-                  {{ currentAccountData.summary.lastInterestCalculationDate | dateFormat }}
-                </span>
-              </div>
-            }
             @if (currentAccountData.onHoldFunds) {
               <div class="nx-row">
                 <span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span>
@@ -350,14 +210,72 @@
                 </span>
               </div>
             }
-            @if (currentAccountData.withHoldTax) {
-              <div class="nx-row">
-                <span class="nx-row__label">{{ 'labels.inputs.Withhold Tax Group' | translate }}</span>
-                <span class="nx-row__value">{{ currentAccountData.taxGroup.name }}</span>
-              </div>
-            }
           </div>
         </section>
+
+        <!-- Overdraft: the only interest on a current account is what the customer pays on an OD. -->
+        @if (currentAccountData.allowOverdraft) {
+          <section class="nx-card">
+            <header class="nx-card__head">
+              <fa-icon icon="hand-holding-usd" class="nx-card__ico"></fa-icon>
+              <h3 class="nx-card__title">Overdraft (OD)</h3>
+            </header>
+            <div class="nx-card__body">
+              <div class="nx-row">
+                <span class="nx-row__label">Maximum OD Limit (per product)</span>
+                <span class="nx-row__value nx-row__value--amount">
+                  {{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
+                </span>
+              </div>
+              @if (currentAccountData.nominalAnnualInterestRateOverdraft) {
+                <div class="nx-row">
+                  <span class="nx-row__label">OD Interest Rate</span>
+                  <span class="nx-row__value">
+                    {{ currentAccountData.nominalAnnualInterestRateOverdraft | formatNumber }} % p.a.
+                  </span>
+                </div>
+              }
+              @if (currentAccountData.minOverdraftForInterestCalculation) {
+                <div class="nx-row">
+                  <span class="nx-row__label">Minimum OD for Interest</span>
+                  <span class="nx-row__value">
+                    {{
+                      currentAccountData.minOverdraftForInterestCalculation
+                        | currency: currency.code : 'symbol-narrow' : '1.2-2'
+                    }}
+                  </span>
+                </div>
+              }
+              <div class="nx-row">
+                <span class="nx-row__label">OD Interest Posting</span>
+                <span class="nx-row__value">
+                  {{ currentAccountData.interestPostingPeriodType?.value | translateKey: 'catalogs' }}
+                </span>
+              </div>
+              <div class="nx-row">
+                <span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
+                <span class="nx-row__value">
+                  {{ currentAccountData.interestCalculationDaysInYearType?.value | translateKey: 'catalogs' }}
+                </span>
+              </div>
+              @if (currentAccountData.validForPeriod) {
+                <div class="nx-row">
+                  <span class="nx-row__label">Sanction Validity</span>
+                  <span class="nx-row__value">{{ currentAccountData.validForPeriod }}</span>
+                </div>
+              }
+              <div class="nx-row">
+                <span class="nx-row__label">OD Interest Charged</span>
+                <span class="nx-row__value nx-row__value--amount">
+                  {{
+                    currentAccountData.summary.totalOverdraftInterestDerived || 0
+                      | currency: currency.code : 'symbol-narrow' : '1.2-2'
+                  }}
+                </span>
+              </div>
+            </div>
+          </section>
+        }
       } @else {
         <section class="nx-card">
           <header class="nx-card__head">

src/app/current-accounts/current-account-view/passbook-tab/passbook-tab.component.html

@@ -54,8 +54,8 @@
           <mat-icon>account_balance</mat-icon>
         </div>
         <div class="bank-name-block">
-          <div class="bank-title">LincPay Co-operative Bank Ltd.</div>
-          <div class="bank-subtitle">Current Account Statement</div>
+          <div class="bank-title">{{ bankName }}</div>
+          <div class="bank-subtitle">{{ bankSubtitle }}</div>
         </div>
       </div>
       <div class="statement-label">
@@ -64,6 +64,25 @@
       </div>
     </div>
 
+    <!-- Branch line — IFSC/MICR are how a UCB customer identifies which branch issued this, and are
+         needed for NEFT/RTGS/cheque printing, so a real passbook always carries them. -->
+    @if (branchName || ifscCode || micrCode) {
+      <div class="branch-line">
+        @if (branchName) {
+          <span>{{ branchName }} Branch</span>
+        }
+        @if (branchAddress) {
+          <span>{{ branchAddress }}</span>
+        }
+        @if (ifscCode) {
+          <span>IFSC: {{ ifscCode }}</span>
+        }
+        @if (micrCode) {
+          <span>MICR: {{ micrCode }}</span>
+        }
+      </div>
+    }
+
     <!-- Account Details -->
     <div class="account-details-band">
       <div class="account-details-grid">

src/app/current-accounts/current-account-view/passbook-tab/passbook-tab.component.scss

@@ -127,6 +127,18 @@ $header-text: #fff;
   }
 }
 
+// ─── Branch Identification Line ──────────────────────────────────────────────
+.branch-line {
+  background: #e8edf5;
+  border-bottom: 1px solid $border-color;
+  padding: 6px 24px;
+  display: flex;
+  flex-wrap: wrap;
+  gap: 4px 18px;
+  font-size: 11px;
+  color: #4a5a7a;
+}
+
 // ─── Account Details Band ────────────────────────────────────────────────────
 .account-details-band {
   background: #f0f3f9;

src/app/current-accounts/current-account-view/passbook-tab/passbook-tab.component.ts

@@ -11,11 +11,12 @@ import { Component, OnInit, OnDestroy, inject, ElementRef, ViewChild } from '@an
 import { ActivatedRoute } from '@angular/router';
 import { UntypedFormBuilder } from '@angular/forms';
 import { CurrencyPipe } from '@angular/common';
-import { Subject, takeUntil } from 'rxjs';
+import { Subject, takeUntil, catchError, forkJoin, of } from 'rxjs';
 
 /** Custom Services */
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
+import { OrganizationService } from '../../../organization/organization.service';
 import { Currency } from 'app/shared/models/general.model';
 import {
   CurrentAccountTransaction,
@@ -44,6 +45,7 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
   private formBuilder = inject(UntypedFormBuilder);
   private settingsService = inject(SettingsService);
   private dateUtils = inject(Dates);
+  private organizationService = inject(OrganizationService);
 
   private destroy$ = new Subject<void>();
 
@@ -60,6 +62,17 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
   availableBalance: number = 0;
   activatedOnDate: any = null;
 
+  /** Bank/branch letterhead — real values from Institution Profile + Branch Profile (Organization
+   *  module) rather than a hardcoded name, so a printed passbook actually identifies which bank and
+   *  branch issued it, the way a real UCB's core banking system does. Falls back to a generic label
+   *  if the profile was never filled in, rather than showing a fabricated bank name. */
+  bankName = 'Bank';
+  bankSubtitle = 'Current Account Statement';
+  branchName = '';
+  branchAddress = '';
+  ifscCode = '';
+  micrCode = '';
+
   /** Transactions */
   allTransactions: CurrentAccountTransaction[] = [];
   filteredTransactions: CurrentAccountTransaction[] = [];
@@ -92,6 +105,33 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
       fromDate: [''],
       toDate: ['']
     });
+
+    this.loadLetterhead();
+  }
+
+  /** Institution Profile is the bank's own single record; Branch Profile is per-office. There is no
+   *  office id on the current account data reaching this tab, and this deployment runs a single
+   *  branch, so the first branch profile on record is the correct one here — a genuinely
+   *  multi-branch deployment would need the account's own office id threaded through instead. */
+  private loadLetterhead(): void {
+    forkJoin({
+      institution: this.organizationService.getInstitutionProfile().pipe(catchError(() => of(null))),
+      branches: this.organizationService.getBranchProfiles().pipe(catchError(() => of([])))
+    }).subscribe(({ institution, branches }: any) => {
+      if (institution) {
+        this.bankName = institution.passbookHeaderName || institution.bankName || institution.legalName || 'Bank';
+        this.bankSubtitle = institution.licenseNumber
+          ? `Lic. No. ${institution.licenseNumber}`
+          : 'Current Account Statement';
+      }
+      const branch = Array.isArray(branches) ? branches[0] : null;
+      if (branch) {
+        this.branchName = branch.officeName || '';
+        this.branchAddress = branch.address || '';
+        this.ifscCode = branch.ifscCode || '';
+        this.micrCode = branch.micrCode || '';
+      }
+    });
   }
 
   private computeRunningBalances(transactions: CurrentAccountTransaction[]): CurrentAccountTransaction[] {
@@ -279,6 +319,18 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
       margin-top: 3px;
     }
 
+    /* Branch identification line */
+    .branch-line {
+      background: #e8edf5;
+      border-bottom: 1px solid #d0d7e3;
+      padding: 5px 20px;
+      display: flex;
+      flex-wrap: wrap;
+      gap: 4px 16px;
+      font-size: 9.5px;
+      color: #4a5a7a;
+    }
+
     /* Account details band */
     .account-details-band {
       background: #f0f3f9;

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

@@ -1,381 +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="dialog-wrapper">
-  <div class="dialog-header">
-    <div class="header-icon">
-      <mat-icon>account_balance_wallet</mat-icon>
-    </div>
-    <div class="header-text">
-      <h2>Apply DDS Receipt</h2>
-      <p>
-        Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
-        @if (data.glCode) {
-          · GL <strong class="mono">{{ data.glCode }}</strong>
-        }
-      </p>
-    </div>
-    <button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
-      <mat-icon>close</mat-icon>
-    </button>
-  </div>
-
-  <mat-dialog-content class="dialog-body">
-    @if (loading) {
-      <div class="state-block">
-        <mat-spinner diameter="30"></mat-spinner>
-        <span>Loading entries and receipts…</span>
-      </div>
-    } @else {
-      <!-- What the picked vouchers have to cover, and whether they do. -->
-      <div class="sc-card">
-        <div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
-          <div class="sc-left">
-            <span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
-            <span class="sc-sub"
-              >{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
-            >
-          </div>
-          <div class="sc-right">
-            <span class="sc-val">{{ required | number: '1.2-2' }}</span>
-          </div>
-        </div>
-        <div
-          class="sc-row sc-sep"
-          [class.sc-ok]="canApply"
-          [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
-        >
-          <div class="sc-left">
-            <span class="sc-label">Vouchers picked</span>
-            <span class="sc-sub"
-              >{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
-            >
-          </div>
-          <div class="sc-right">
-            <span
-              class="sc-val"
-              [class.sc-val-ok]="canApply"
-              [class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
-            >
-              {{ received | number: '1.2-2' }}
-            </span>
-            @if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
-              <span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
-            } @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
-              <span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
-            } @else if (canApply) {
-              <span class="sc-tag sc-tag-ok">✓ Matches</span>
-            }
-          </div>
-        </div>
-
-        <div class="sc-total-row" [class.sc-total-ok]="canApply">
-          <span class="sc-total-lbl">Total to Apply</span>
-          <div class="sc-total-nums">
-            <span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
-            <span class="sc-arrow">→</span>
-            <span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
-            <span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
-              {{ canApply ? '✓ Ready' : 'Pending' }}
-            </span>
-          </div>
-        </div>
-      </div>
-
-      <!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
-      <section class="slot">
-        <header class="slot-head">
-          <span class="slot-step">1</span>
-          <div class="slot-title">
-            <h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
-            <p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
-          </div>
-        </header>
-
-        @if (days.length) {
-          <ul class="options">
-            @for (day of days; track day.date) {
-              <li class="option" (click)="toggleOpen(day, $event)">
-                <div class="option-main">
-                  <span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
-                  <span class="option-meta"
-                    >{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
-                  >
-                </div>
-                <span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
-                <button
-                  type="button"
-                  class="option-info"
-                  (click)="toggleOpen(day, $event)"
-                  aria-label="Show the day's lines"
-                >
-                  <mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
-                </button>
-              </li>
-              @if (openDay === day.date) {
-                <li class="day-lines">
-                  @if (day.entries.length > 8) {
-                    <input
-                      class="day-search"
-                      type="text"
-                      [(ngModel)]="daySearch"
-                      placeholder="Search party code or name"
-                      autocomplete="off"
-                    />
-                  }
-                  <div class="day-scroll">
-                    <table class="entries">
-                      <tbody>
-                        @for (entry of visibleEntries(day); track entry.id) {
-                          <tr>
-                            <td class="entry-code">{{ entry.partyCode }}</td>
-                            <td class="entry-name">{{ entry.partyName }}</td>
-                            <td>
-                              {{ entry.transactionMode }}
-                              @if (entry.advanceDays) {
-                                · {{ entry.advanceDays }}d advance
-                              }
-                              @if (entry.arrearsDays) {
-                                · {{ entry.arrearsDays }}d previous
-                              }
-                            </td>
-                            <td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
-                          </tr>
-                        } @empty {
-                          <tr>
-                            <td colspan="4" class="entry-name">No line matches.</td>
-                          </tr>
-                        }
-                      </tbody>
-                    </table>
-                  </div>
-                </li>
-              }
-            }
-          </ul>
-        } @else {
-          <p class="slot-empty">
-            {{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
-            on the screen to the day the entries were written.
-          </p>
-        }
-      </section>
-
-      <!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
-      <section class="slot">
-        <header class="slot-head">
-          <span class="slot-step">2</span>
-          <div class="slot-title">
-            <h3>DDS Cash Receipts</h3>
-            <p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
-          </div>
-          <button type="button" class="slot-search" (click)="openSearch()">
-            <mat-icon>search</mat-icon>
-            <span>Find by voucher</span>
-          </button>
-        </header>
-
-        @if (available.length) {
-          <ul class="options">
-            @for (option of available; track option.id) {
-              <li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
-                <mat-icon class="option-check">{{
-                  pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
-                }}</mat-icon>
-                <div class="option-main">
-                  <span class="option-voucher mono">{{ option.voucherNo }}</span>
-                  <span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
-                  @if (option.description) {
-                    <span class="option-desc">{{ option.description }}</span>
-                  }
-                </div>
-                <span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
-                <button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
-                  <mat-icon>receipt_long</mat-icon>
-                </button>
-              </li>
-            }
-          </ul>
-        } @else {
-          <p class="slot-empty">
-            No DDS receipt is waiting on this agent's GL account. Collect the cash at
-            <em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
-            or find an earlier voucher by number.
-          </p>
-        }
-
-        @if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
-          <p class="slot-note note-bad">
-            The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
-              required | number: '1.2-2'
-            }}) exactly, so every customer is credited what the agent wrote down.
-          </p>
-        }
-      </section>
-
-      @if (errorMsg && !searchOpen) {
-        <div class="alert">
-          <mat-icon>error_outline</mat-icon>
-          <span>{{ errorMsg }}</span>
-        </div>
-      }
-    }
-  </mat-dialog-content>
-
-  <mat-dialog-actions class="dialog-actions">
-    <button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
-    <button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
-      @if (submitting) {
-        <mat-spinner diameter="16"></mat-spinner>
-        <span>Applying…</span>
-      } @else {
-        <mat-icon>check</mat-icon>
-        <span>Apply Receipt</span>
-      }
-    </button>
-  </mat-dialog-actions>
-</div>
-
-<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
-@if (searchOpen) {
-  <div class="overlay" (click)="closeSearch()">
-    <div class="popup" (click)="$event.stopPropagation()">
-      <header class="popup-head">
-        <h3>Find a DDS receipt</h3>
-        <button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
-          <mat-icon>close</mat-icon>
-        </button>
-      </header>
-
-      <div class="popup-body">
-        <label class="field">
-          <span>GL Account</span>
-          <div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
-        </label>
-
-        <label class="field">
-          <span>Voucher No.</span>
-          <input
-            type="text"
-            [(ngModel)]="searchVoucherNo"
-            placeholder="CR/24092026/0001"
-            (keyup.enter)="runSearch()"
-            autocomplete="off"
-          />
-        </label>
-
-        @if (errorMsg) {
-          <div class="alert">
-            <mat-icon>error_outline</mat-icon>
-            <span>{{ errorMsg }}</span>
-          </div>
-        }
-      </div>
-
-      <footer class="popup-foot">
-        <button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
-        <button
-          type="button"
-          mat-flat-button
-          color="primary"
-          [disabled]="!searchVoucherNo.trim() || searching"
-          (click)="runSearch()"
-        >
-          @if (searching) {
-            <mat-spinner diameter="16"></mat-spinner>
-          } @else {
-            <span>Find &amp; Use</span>
-          }
-        </button>
-      </footer>
-    </div>
-  </div>
-}
-
-<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
-@if (viewing) {
-  <div class="overlay" (click)="closeDetail()">
-    <div class="popup" (click)="$event.stopPropagation()">
-      <header class="popup-head">
-        <h3>
-          Voucher <span class="mono">{{ viewing.voucherNo }}</span>
-        </h3>
-        <button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
-          <mat-icon>close</mat-icon>
-        </button>
-      </header>
-
-      <div class="popup-body">
-        <dl class="detail-list">
-          <div>
-            <dt>Date</dt>
-            <dd class="mono">{{ viewing.txnDate }}</dd>
-          </div>
-          <div>
-            <dt>Amount</dt>
-            <dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
-          </div>
-          <div>
-            <dt>GL Account</dt>
-            <dd>{{ glLabel(viewing) }}</dd>
-          </div>
-          @if (viewing.cashierName) {
-            <div>
-              <dt>Collected By</dt>
-              <dd>{{ viewing.cashierName }}</dd>
-            </div>
-          }
-          @if (viewing.managerName) {
-            <div>
-              <dt>Approved By</dt>
-              <dd>{{ viewing.managerName }}</dd>
-            </div>
-          }
-          @if (viewing.description) {
-            <div>
-              <dt>Description</dt>
-              <dd>{{ viewing.description }}</dd>
-            </div>
-          }
-        </dl>
-
-        <h4 class="detail-heading">Journal Entries</h4>
-        @if (loadingGlEntries) {
-          <div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
-        } @else if (viewingGlEntries?.length) {
-          <table class="gl-table">
-            <thead>
-              <tr>
-                <th>Account</th>
-                <th class="num">Debit</th>
-                <th class="num">Credit</th>
-              </tr>
-            </thead>
-            <tbody>
-              @for (entry of viewingGlEntries; track entry.id) {
-                <tr>
-                  <td>
-                    <span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
-                  </td>
-                  <td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
-                  <td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
-                </tr>
-              }
-            </tbody>
-          </table>
-        } @else {
-          <p class="slot-empty">No journal entries are recorded against this receipt.</p>
-        }
-      </div>
-
-      <footer class="popup-foot">
-        <button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
-      </footer>
-    </div>
-  </div>
-}

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

@@ -1,95 +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 same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
-// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
-@use '../../../shares/share-dialog.shared' as *;
-
-:host {
-  display: block;
-  width: 100%;
-}
-
-// The agent's outstanding lines - read only, what the receipt has to cover.
-.entries {
-  width: 100%;
-  border-collapse: collapse;
-  font-size: 13px;
-
-  td {
-    padding: 7px 4px;
-    border-bottom: 1px solid #eef2f7;
-  }
-
-  tr:last-child td {
-    border-bottom: none;
-  }
-
-  .entry-date {
-    color: #64748b;
-    white-space: nowrap;
-  }
-
-  .entry-code {
-    font-weight: 600;
-    white-space: nowrap;
-  }
-
-  .entry-name {
-    color: #475569;
-  }
-
-  .num {
-    text-align: right;
-    white-space: nowrap;
-  }
-}
-
-// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
-.option-check {
-  color: #94a3b8;
-  flex-shrink: 0;
-}
-
-.option-picked {
-  border-color: #2563eb !important;
-  background: #eff6ff !important;
-
-  .option-check {
-    color: #2563eb;
-  }
-}
-
-// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
-// dialog a thousand lines tall.
-.day-lines {
-  list-style: none;
-  padding: 6px 10px 10px 42px;
-}
-
-.day-search {
-  width: 100%;
-  margin-bottom: 6px;
-  padding: 6px 10px;
-  border: 1px solid #e2e8f0;
-  border-radius: 6px;
-  font: inherit;
-  font-size: 13px;
-}
-
-.day-scroll {
-  max-height: 240px;
-  overflow-y: auto;
-}
-
-.field-readonly {
-  padding: 8px 10px;
-  border: 1px solid #e2e8f0;
-  border-radius: 6px;
-  background: #f8fafc;
-}

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

@@ -1,351 +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, OnInit, 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 { MatIconModule } from '@angular/material/icon';
-import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
-import { catchError } from 'rxjs/operators';
-import { of } from 'rxjs';
-import { OrganizationService } from 'app/organization/organization.service';
-import { SettingsService } from 'app/settings/settings.service';
-
-/** One day of an agent's outstanding entries, as the dialog lists them. */
-export interface EntryDay {
-  date: string;
-  entries: any[];
-  total: number;
-}
-
-/**
- * Applies the cashier's DDS receipts to an agent's outstanding collections.
- *
- * The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
- * account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
- * customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
- * settled against the application. The same screen as Apply Additional Shares.
- *
- * Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
- * because what the agent wrote down is settled whole, and an agent who comes in after several days
- * brings several days' cash. The vouchers are ticked, since a day's
- * cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
- * each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
- * money nobody can place.
- *
- * The day is shown totalled and its lines opened only when asked for - an agent with a thousand
- * customers is a thousand lines, and the day's total is what the counter is checking.
- */
-@Component({
-  selector: 'mifosx-apply-dds-receipt-dialog',
-  templateUrl: './apply-dds-receipt-dialog.component.html',
-  styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatDialogModule,
-    MatButtonModule,
-    MatIconModule,
-    MatProgressSpinnerModule
-  ]
-})
-export class ApplyDdsReceiptDialogComponent implements OnInit {
-  private organizationService = inject(OrganizationService);
-  private settingsService = inject(SettingsService);
-
-  public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
-  public data = inject<{
-    agentId: number;
-    agentCode: string;
-    agentName: string;
-    glCode: string | null;
-    entryDate: string;
-  }>(MAT_DIALOG_DATA);
-
-  loadingEntries = true;
-  loadingReceipts = true;
-  submitting = false;
-  errorMsg = '';
-
-  /** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
-  days: EntryDay[] = [];
-
-  /** DDS receipts on the agent's GL account, approved and not yet applied. */
-  available: any[] = [];
-
-  /**
-   * The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
-   * is picked for them even when only one is listed.
-   */
-  pickedDays = new Set<string>();
-  pickedReceipts = new Set<number>();
-
-  /** The day whose lines are open, and the search within it. */
-  openDay: string | null = null;
-  daySearch = '';
-
-  get loading(): boolean {
-    return this.loadingEntries || this.loadingReceipts;
-  }
-
-  ngOnInit(): void {
-    // Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
-    // several days arrives in one visit, and all of it is settled together.
-    this.organizationService
-      .getAgentPendingCollections(this.data.agentId)
-      .pipe(
-        catchError((err) => {
-          this.errorMsg = this.readError(err, "Could not load the agent's entries.");
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        this.days = groupByDay(
-          (res?.entries || []).filter(
-            (entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
-          )
-        );
-        this.pickedDays = new Set(this.days.map((day) => day.date));
-        this.loadingEntries = false;
-      });
-
-    this.organizationService
-      .getAgentCashReceipts(this.data.agentId)
-      .pipe(
-        catchError((err) => {
-          this.errorMsg = this.readError(err, 'Could not load the available receipts.');
-          return of([]);
-        })
-      )
-      .subscribe((rows: any) => {
-        this.available = Array.isArray(rows) ? rows : [];
-        this.loadingReceipts = false;
-      });
-  }
-
-  // ── Picking ─────────────────────────────────────────────────────────────────────────────────
-
-  toggleReceipt(receipt: any): void {
-    if (this.submitting) {
-      return;
-    }
-    this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
-  }
-
-  toggleOpen(day: EntryDay, event: Event): void {
-    event.stopPropagation();
-    this.openDay = this.openDay === day.date ? null : day.date;
-    this.daySearch = '';
-  }
-
-  /** The open day's lines, narrowed by party code or name. */
-  visibleEntries(day: EntryDay): any[] {
-    const term = this.daySearch.trim().toLowerCase();
-    if (!term) {
-      return day.entries;
-    }
-    return day.entries.filter(
-      (entry: any) =>
-        String(entry.partyCode || '')
-          .toLowerCase()
-          .includes(term) ||
-        String(entry.partyName || '')
-          .toLowerCase()
-          .includes(term)
-    );
-  }
-
-  // ── What has to be covered ──────────────────────────────────────────────────────────────────
-
-  get entryCount(): number {
-    return this.days.reduce((sum, day) => sum + day.entries.length, 0);
-  }
-
-  get outstandingTotal(): number {
-    return this.days.reduce((sum, day) => sum + day.total, 0);
-  }
-
-  get pickedEntryCount(): number {
-    return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
-  }
-
-  get required(): number {
-    return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
-  }
-
-  get received(): number {
-    return round2(
-      this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
-    );
-  }
-
-  /** Vouchers less entries: below zero they are short, above zero they are over. */
-  get difference(): number {
-    return round2(this.received - this.required);
-  }
-
-  get canApply(): boolean {
-    return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
-  }
-
-  glLabel(option: any): string {
-    return [
-      option?.glCode,
-      option?.glName
-    ]
-      .filter(Boolean)
-      .join(' — ');
-  }
-
-  // ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
-
-  searching = false;
-  searchOpen = false;
-  searchVoucherNo = '';
-
-  openSearch(): void {
-    this.searchOpen = true;
-    this.searchVoucherNo = '';
-    this.errorMsg = '';
-  }
-
-  closeSearch(): void {
-    this.searchOpen = false;
-    this.errorMsg = '';
-  }
-
-  /**
-   * Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
-   * DDS, not approved yet, or already applied - rather than simply not finding it.
-   */
-  runSearch(): void {
-    const voucher = this.searchVoucherNo.trim();
-    if (!voucher || this.searching) {
-      return;
-    }
-    this.searching = true;
-    this.errorMsg = '';
-    this.organizationService
-      .getAgentCashReceipts(this.data.agentId, voucher)
-      .pipe(
-        catchError((err) => {
-          this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
-          return of(null);
-        })
-      )
-      .subscribe((rows: any) => {
-        this.searching = false;
-        if (rows === null) {
-          return;
-        }
-        const found = (Array.isArray(rows) ? rows : [])[0];
-        if (!found) {
-          this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
-        } else if (found.entryType !== 'DDS') {
-          this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
-        } else if (found.status !== 'APPROVED') {
-          this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
-        } else if (found.applied) {
-          this.errorMsg = `Voucher ${voucher} has already been applied.`;
-        } else {
-          this.available = [
-            found,
-            ...this.available.filter((entry) => entry.id !== found.id)
-          ];
-          this.pickedReceipts.add(found.id);
-          this.searchOpen = false;
-        }
-      });
-  }
-
-  // ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
-
-  viewing: any = null;
-  viewingGlEntries: any[] | null = null;
-  loadingGlEntries = false;
-
-  openDetail(option: any, event: Event): void {
-    event.stopPropagation();
-    this.viewing = option;
-    this.viewingGlEntries = null;
-    this.loadingGlEntries = true;
-    this.organizationService
-      .getCashReceiptGlEntries(option.id)
-      .pipe(catchError(() => of([])))
-      .subscribe((rows: any) => {
-        this.viewingGlEntries = Array.isArray(rows) ? rows : [];
-        this.loadingGlEntries = false;
-      });
-  }
-
-  closeDetail(): void {
-    this.viewing = null;
-    this.viewingGlEntries = null;
-  }
-
-  // ── Submission ──────────────────────────────────────────────────────────────────────────────
-
-  apply(): void {
-    if (!this.canApply) {
-      return;
-    }
-    this.submitting = true;
-    this.errorMsg = '';
-    const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
-    const entries = this.pickedEntryCount;
-    const amount = this.required;
-    this.organizationService
-      .settleAgentCollections({
-        agentId: Number(this.data.agentId),
-        cashierDepositRequestIds: Array.from(this.pickedReceipts),
-        entryDates: Array.from(this.pickedDays),
-        locale: this.settingsService.language.code
-      })
-      .pipe(
-        catchError((err) => {
-          this.errorMsg = this.readError(err, 'The receipts could not be applied.');
-          this.submitting = false;
-          return of(null);
-        })
-      )
-      .subscribe((res: any) => {
-        if (res) {
-          this.dialogRef.close({ vouchers, entries, amount, response: res });
-        }
-      });
-  }
-
-  private readError(err: any, fallback: string): string {
-    return (
-      err?.error?.errors?.[0]?.defaultUserMessage ??
-      err?.error?.defaultUserMessage ??
-      err?.error?.developerMessage ??
-      fallback
-    );
-  }
-}
-
-/** Entries grouped by the day they were collected, oldest first, each day totalled. */
-export function groupByDay(entries: any[]): EntryDay[] {
-  const byDay = new Map<string, EntryDay>();
-  for (const entry of entries) {
-    const date = String(entry.entryDate);
-    const day = byDay.get(date) ?? { date, entries: [], total: 0 };
-    day.entries.push(entry);
-    day.total = round2(day.total + Number(entry.amount || 0));
-    byDay.set(date, day);
-  }
-  return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
-}
-
-function round2(value: number): number {
-  return Math.round(value * 100) / 100;
-}

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

@@ -1,468 +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="dte-container">
-  <div class="dte-header">
-    <button mat-stroked-button [routerLink]="['../']" class="dte-back">
-      <i class="fas fa-arrow-left"></i> Deposits
-    </button>
-    <h2 class="dte-header__title">Daily Transaction Detail</h2>
-  </div>
-
-  <div class="dte-card">
-    <form [formGroup]="entryForm">
-      <div class="dte-info-panels">
-        <div class="dte-info-panel">
-          <div class="dte-info-panel__title">Agent Information</div>
-          <dl>
-            <dt>Name</dt>
-            <dd>{{ agentInfo.name || '—' }}</dd>
-            <dt>Address</dt>
-            <dd>{{ agentInfo.address || '—' }}</dd>
-            <dt>City</dt>
-            <dd>{{ agentInfo.city || '—' }}</dd>
-            <dt>A/C</dt>
-            <dd>{{ agentInfo.accountNo || '—' }}</dd>
-            <dt>Guarantor</dt>
-            <dd>{{ agentInfo.guarantor1 || '—' }}</dd>
-            <dt>Guarantor</dt>
-            <dd>{{ agentInfo.guarantor2 || '—' }}</dd>
-            <dt>Curr Bal</dt>
-            <dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
-          </dl>
-        </div>
-
-        <div class="dte-info-panel">
-          <div class="dte-info-panel__title">Party Information</div>
-          @if (partyInfo) {
-            <dl>
-              <dt>Client Id</dt>
-              <dd>{{ partyInfo.clientId }}</dd>
-              <dt>Name</dt>
-              <dd>{{ partyInfo.partyName }}</dd>
-              <dt>Address</dt>
-              <dd>{{ partyInfo.address1 || '—' }}</dd>
-              <dt>City</dt>
-              <dd>{{ partyInfo.city || '—' }}</dd>
-              <dt>Op. Date</dt>
-              <dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
-              <dt>Maturity</dt>
-              <dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
-              <dt>Daily Depo</dt>
-              <dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
-              <dt>Ledger</dt>
-              <dd>{{ partyInfo.ledgerNo || '—' }}</dd>
-              <dt>Aadhar No</dt>
-              <dd>{{ partyInfo.aadharNo || '—' }}</dd>
-              <dt>Curr Bal</dt>
-              <dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
-              <!--
-                What should have been collected by today against what has been. Beside the balance
-                rather than instead of it: the balance is what the customer holds, this is whether
-                they have kept to the scheme.
-              -->
-              <dt>Due So Far</dt>
-              <dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
-              <dt>Collected</dt>
-              <dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
-              @if (schedule(partyInfo); as sched) {
-                <dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
-                <dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
-              }
-              <dt class="dte-after">Bal. After This Tr</dt>
-              <dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
-            </dl>
-          } @else {
-            <p class="dte-info-panel__hint">
-              Pick a party in a collection row below — this panel shows whose account it is and what the balance
-              becomes.
-            </p>
-          }
-        </div>
-      </div>
-
-      <div class="dte-controls">
-        <mat-form-field appearance="outline" class="dte-field dte-field--agent">
-          <mat-label>Agent</mat-label>
-          <mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
-            @for (agent of selectableAgents; track agent.id) {
-              <mat-option [value]="agent.id">
-                {{ agent.agentCode }} · {{ agent.agentNameId }}
-                @if (!agent.active) {
-                  <span class="dte-agent-off">— not collecting</span>
-                }
-              </mat-option>
-            }
-          </mat-select>
-          @if (selectableAgents.length === 0) {
-            <mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
-          } @else if (pickedAgentIsInactive) {
-            <!-- Only reachable on a settlement: this agent no longer collects, but the cash they
-                 already hold still has to be able to reach a branch. -->
-            <mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
-          } @else if (agentInfo.name) {
-            <mat-hint class="dte-hint--found">
-              {{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
-            </mat-hint>
-          }
-        </mat-form-field>
-
-        <mat-form-field appearance="outline" class="dte-field">
-          <mat-label>Date</mat-label>
-          <!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
-               the agent wrote down for that day, so changing it has to fetch that day's list. -->
-          <input
-            matInput
-            required
-            [matDatepicker]="txnDatePicker"
-            formControlName="transactionDate"
-            (dateChange)="loadPendingEntries(); loadAgentMoney()"
-          />
-          <mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
-          <mat-datepicker #txnDatePicker></mat-datepicker>
-        </mat-form-field>
-
-        <mat-form-field appearance="outline" class="dte-field">
-          <mat-label>Tran. Type</mat-label>
-          <mat-select required formControlName="transactionType">
-            @for (type of transactionTypes; track type.label) {
-              <mat-option [value]="type.label" [disabled]="!type.supported">
-                {{ type.label }}
-                @if (!type.supported) {
-                  <span class="dte-soon"> — not available yet</span>
-                }
-              </mat-option>
-            }
-          </mat-select>
-        </mat-form-field>
-      </div>
-
-      <!--
-        What the agent wrote down on their round, waiting to be counted.
-
-        This used to be an empty grid the clerk typed the round into, and typing it posted it: a
-        customer was credited the moment a line was keyed, whether or not the cash behind it ever
-        reached the branch. The agent records their own collections now, and what the clerk does here
-        is agree with them - so there is nothing to type, only a list to check against a bag of cash.
-      -->
-      @if (isPartyTran && agentInfo.name) {
-        <div class="dte-section">
-          <div class="dte-section__header">
-            <i class="fas fa-list"></i>
-            <h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
-            <button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
-              <i class="fas fa-sync"></i> Refresh
-            </button>
-          </div>
-
-          @if (pendingLoading) {
-            <p class="dte-empty">Reading this agent's entries...</p>
-          } @else if (pendingEntries.length === 0) {
-            <p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
-          } @else {
-            @for (entry of pendingEntries; track entry.id) {
-              <div class="dte-pending-row">
-                <!-- The day the agent took it, on the line itself. All the lines carry the date
-                     chosen above, but a row that says so can be read, printed or shown to the agent
-                     on its own without the header to explain it. -->
-                <span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
-                <span class="dte-pending-row__code">{{ entry.partyCode }}</span>
-                <span class="dte-pending-row__name">{{ entry.partyName }}</span>
-                <span class="dte-pending-row__mode"
-                  >{{ entry.transactionMode }}
-                  @if (entry.advanceDays) {
-                    · {{ entry.advanceDays }}d advance
-                  }
-                  @if (entry.arrearsDays) {
-                    · {{ entry.arrearsDays }}d previous
-                  }
-                </span>
-                <span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
-              </div>
-            }
-
-            <div class="dte-total">
-              <span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
-              <strong>{{ pendingTotal | number: '1.2-2' }}</strong>
-            </div>
-
-            <!--
-              The figure the clerk counts against, said in words rather than left as a column total -
-              it is the one number they are acting on, and the rest of the panel is working out.
-
-              It says what the agent wrote down and stops there. The money side - what is owed, what the
-              cashier has taken in, and applying it - is Agent Tran, so each type has one job.
-            -->
-            <p class="dte-expected dte-expected--note">
-              Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
-              customer. The cash and its receipts are under Agent Tran.
-            </p>
-          }
-        </div>
-      }
-
-      <!--
-        The agent's money: what they owe on everything written down, what the cashier has taken in
-        against it, and what is left.
-
-        This used to be a form the clerk typed an amount into to take the agent's cash in here. The
-        cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
-        the same cash in is the only safe number of ways - so there is nothing to type. What is done here
-        is applying the cashier's receipts to the customers, in Apply DDS Receipt.
-      -->
-      @if (isAgentTran && agentInfo.name) {
-        <div class="dte-section">
-          <div class="dte-section__header">
-            <i class="fas fa-hand-holding-usd"></i>
-            <h3>Agent's cash</h3>
-            <button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
-              <i class="fas fa-sync"></i> Refresh
-            </button>
-            <button
-              mat-raised-button
-              color="primary"
-              type="button"
-              class="dte-apply-receipt"
-              (click)="openApplyReceipt()"
-            >
-              <i class="fas fa-receipt"></i> Apply DDS Receipt
-            </button>
-          </div>
-
-          @if (!agentGlCode) {
-            <p class="dte-expected dte-expected--note">
-              {{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
-              Master.
-            </p>
-          } @else {
-            <!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
-            <p class="dte-expected">
-              Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
-              takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
-            </p>
-          }
-
-          <div class="dte-money">
-            <div class="dte-money__box">
-              <span class="dte-money__label">To take</span>
-              <strong>{{ agentOwed | number: '1.2-2' }}</strong>
-            </div>
-            <div class="dte-money__box">
-              <span class="dte-money__label">Received (approved)</span>
-              <strong>{{ agentReceived | number: '1.2-2' }}</strong>
-            </div>
-            <div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
-              <span class="dte-money__label">Still to take</span>
-              <strong>{{ agentBalance | number: '1.2-2' }}</strong>
-            </div>
-          </div>
-          @if (agentReceivedBeyondDay > 0) {
-            <p class="dte-expected dte-expected--note">
-              {{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
-              up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
-              right agent.
-            </p>
-          }
-          @if (agentWaiting > 0) {
-            <p class="dte-expected dte-expected--note">
-              {{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
-            </p>
-          }
-
-          <h4 class="dte-subhead">
-            Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
-          </h4>
-          @if (agentMoneyLoading) {
-            <p class="dte-empty">Reading this agent's entries...</p>
-          } @else if (agentDays.length === 0) {
-            <p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
-          } @else {
-            @for (day of agentDays; track day.date) {
-              <div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
-                <span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
-                <span class="dte-pending-row__name">
-                  {{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
-                </span>
-                <span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
-                <i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
-              </div>
-              @if (agentOpenDay === day.date) {
-                <div class="dte-day-lines">
-                  @for (entry of day.entries; track entry.id) {
-                    <div class="dte-pending-row">
-                      <span class="dte-pending-row__code">{{ entry.partyCode }}</span>
-                      <span class="dte-pending-row__name">{{ entry.partyName }}</span>
-                      <span class="dte-pending-row__mode"
-                        >{{ entry.transactionMode }}
-                        @if (entry.advanceDays) {
-                          · {{ entry.advanceDays }}d advance
-                        }
-                        @if (entry.arrearsDays) {
-                          · {{ entry.arrearsDays }}d previous
-                        }
-                      </span>
-                      <span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
-                    </div>
-                  }
-                </div>
-              }
-            }
-          }
-
-          <h4 class="dte-subhead">Cashier receipts</h4>
-          @if (agentReceipts.length === 0) {
-            <p class="dte-empty">
-              No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
-              be applied.
-            </p>
-          } @else {
-            @for (receipt of agentReceipts; track receipt.id) {
-              <div class="dte-pending-row">
-                <span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
-                <span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
-                <span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
-                <span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
-                  {{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
-                </span>
-                <span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
-              </div>
-            }
-          }
-        </div>
-      }
-
-      @if (isWithdrawDeposite) {
-        <div class="dte-section">
-          <div class="dte-section__header">
-            <i class="fas fa-exchange-alt"></i>
-            <h3>Withdraw Deposite</h3>
-          </div>
-          <div class="dte-grid">
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Creditor Party Code</mat-label>
-              <input
-                matInput
-                formControlName="creditorPartyCode"
-                [matAutocomplete]="creditorAuto"
-                #creditorTrigger="matAutocompleteTrigger"
-                (click)="creditorTrigger.openPanel()"
-                (focus)="creditorTrigger.openPanel()"
-                (blur)="settleTransferParty('creditor')"
-                placeholder="Search by code or name…"
-                autocomplete="off"
-              />
-              <mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
-                >arrow_drop_down</mat-icon
-              >
-              <mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
-                @for (party of transferPartyOptions('creditor'); track party.id) {
-                  <mat-option [value]="party.partyCode">
-                    {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
-                  </mat-option>
-                }
-                @if (transferPartyOptions('creditor').length === 0) {
-                  <mat-option disabled>No open DDS account matches</mat-option>
-                }
-              </mat-autocomplete>
-              <mat-hint>Account the money goes into</mat-hint>
-            </mat-form-field>
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Creditor Party Name</mat-label>
-              <input matInput formControlName="creditorPartyName" readonly />
-            </mat-form-field>
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Creditor Curr Bal</mat-label>
-              <input matInput formControlName="creditorPartyBalance" readonly />
-            </mat-form-field>
-
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Debit Party Code</mat-label>
-              <input
-                matInput
-                formControlName="debitPartyCode"
-                [matAutocomplete]="debitAuto"
-                #debitTrigger="matAutocompleteTrigger"
-                (click)="debitTrigger.openPanel()"
-                (focus)="debitTrigger.openPanel()"
-                (blur)="settleTransferParty('debit')"
-                placeholder="Search by code or name…"
-                autocomplete="off"
-              />
-              <mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
-                >arrow_drop_down</mat-icon
-              >
-              <mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
-                @for (party of transferPartyOptions('debit'); track party.id) {
-                  <mat-option [value]="party.partyCode">
-                    {{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
-                  </mat-option>
-                }
-                @if (transferPartyOptions('debit').length === 0) {
-                  <mat-option disabled>No open DDS account matches</mat-option>
-                }
-              </mat-autocomplete>
-              @if (transferToItself) {
-                <mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
-              } @else {
-                <mat-hint>Account the money is taken from</mat-hint>
-              }
-            </mat-form-field>
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Debit Party Name</mat-label>
-              <input matInput formControlName="debitPartyName" readonly />
-            </mat-form-field>
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Debit Curr Bal</mat-label>
-              <input matInput formControlName="debitPartyBalance" readonly />
-            </mat-form-field>
-
-            <mat-form-field appearance="outline" class="dte-field">
-              <mat-label>Amount</mat-label>
-              <input matInput type="number" formControlName="withdrawAmount" />
-            </mat-form-field>
-            <mat-form-field appearance="outline" class="dte-field dte-field--wide">
-              <mat-label>Description</mat-label>
-              <input matInput formControlName="withdrawDescription" />
-            </mat-form-field>
-          </div>
-        </div>
-      }
-
-      @if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
-        <div class="dte-section">
-          <p class="dte-empty">
-            "{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
-            the backend distinguishes these transaction types.
-          </p>
-        </div>
-      }
-
-      <div class="dte-action-bar">
-        <button mat-raised-button type="button" (click)="exit()">Exit</button>
-        <button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
-        <button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
-        <button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
-        <button mat-stroked-button type="button" (click)="signature()">Signature</button>
-        <!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
-             their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
-             cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
-        @if (!isPartyTran && !isAgentTran) {
-          <button
-            mat-raised-button
-            color="primary"
-            type="button"
-            [disabled]="entryForm.invalid || transferToItself"
-            (click)="save()"
-          >
-            Save
-          </button>
-        }
-      </div>
-    </form>
-  </div>
-</div>

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

@@ -1,488 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-$primary: #0f766e;
-
-.dte-container {
-  // Wider than a normal form page: a collection row carries six fields side by side, and a clerk
-  // keying a round should see the whole of it.
-  max-width: 1280px;
-  margin: 0 auto;
-  padding: 20px 16px;
-}
-
-.dte-header {
-  display: flex;
-  align-items: center;
-  gap: 16px;
-  margin-bottom: 20px;
-
-  &__title {
-    margin: 0;
-    font-size: 22px;
-    font-weight: 500;
-  }
-}
-
-.dte-back {
-  color: $primary;
-}
-
-.dte-card {
-  background: var(--md-sys-color-surface, #fff);
-  border-radius: 8px;
-  box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
-  padding: 20px 24px 24px;
-}
-
-.dte-info-panels {
-  display: grid;
-  grid-template-columns: 1fr 1fr;
-  gap: 16px;
-  margin-bottom: 20px;
-}
-
-.dte-info-panel {
-  border: 1px solid rgb(0 0 0 / 10%);
-  border-radius: 8px;
-  padding: 12px 16px;
-  background: rgb(15 118 110 / 4%);
-
-  &__title {
-    font-weight: 600;
-    font-size: 13px;
-    text-transform: uppercase;
-    letter-spacing: 0.04em;
-    color: $primary;
-    margin-bottom: 8px;
-  }
-
-  &__hint {
-    margin: 0;
-    color: rgb(0 0 0 / 50%);
-    font-size: 13px;
-  }
-
-  dl {
-    display: grid;
-    grid-template-columns: auto 1fr;
-    gap: 4px 12px;
-    margin: 0;
-  }
-
-  dt {
-    font-weight: 500;
-    color: rgb(0 0 0 / 60%);
-    font-size: 13px;
-  }
-
-  dd {
-    margin: 0;
-    font-size: 13px;
-  }
-}
-
-.dte-controls {
-  display: flex;
-  align-items: flex-start;
-  gap: 12px;
-  flex-wrap: wrap;
-  margin-bottom: 12px;
-}
-
-// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
-.dte-field {
-  min-width: 180px;
-
-  &--wide {
-    grid-column: span 2;
-  }
-}
-
-// Inside the collection grid the track decides the width, not the field. Left to its own 180px
-// floor a field refuses to shrink into a narrower track and overruns the one beside it.
-.dte-collection-row .dte-field {
-  width: 100%;
-  min-width: 0;
-}
-
-.dte-section {
-  padding: 16px 0;
-  border-top: 1px solid rgb(0 0 0 / 8%);
-  // A very narrow window scrolls the grid sideways rather than the whole page.
-  overflow-x: auto;
-
-  &__header {
-    display: flex;
-    align-items: center;
-    gap: 10px;
-    margin-bottom: 16px;
-
-    i {
-      color: $primary;
-    }
-
-    h3 {
-      margin: 0;
-      font-size: 16px;
-      font-weight: 600;
-      flex: 1;
-    }
-  }
-}
-
-.dte-add-row {
-  color: $primary;
-}
-
-.dte-empty {
-  color: rgb(0 0 0 / 50%);
-  font-size: 14px;
-  margin: 0;
-}
-
-.dte-grid {
-  display: grid;
-  grid-template-columns: repeat(3, 1fr);
-  gap: 8px 16px;
-}
-
-/*
- * One collection per row. Fixed columns rather than an even split, so the row holds its shape as
- * fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
- * picker gets the width its "code · name · daily amount" needs.
- */
-.dte-collection-row {
-  display: grid;
-  grid-template-columns:
-    minmax(0, 2.2fr) /* Party       */
-    minmax(0, 1fr) /* TRTP        */
-    minmax(0, 1fr) /* AC Type     */
-    minmax(0, 1.4fr) /* A/C No.     */
-    minmax(0, 1fr) /* Amount      */
-    minmax(0, 1.6fr) /* Description */
-    auto; /* remove      */
-
-  gap: 8px 12px;
-  align-items: start;
-  padding: 10px 0;
-  border-top: 1px dashed rgb(0 0 0 / 10%);
-
-  &:first-of-type {
-    border-top: none;
-  }
-
-  // Cheque No and Token No push Description and the remove button onto a second line, which is
-  // what a non-cash entry should look like rather than a row running off the screen.
-  &:has(.dte-field--instrument) {
-    grid-template-columns:
-      minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
-      minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
-  }
-}
-
-.dte-collection-row .dte-field--wide {
-  grid-column: span 2;
-}
-
-@media (width <= 1200px) {
-  .dte-collection-row,
-  .dte-collection-row:has(.dte-field--instrument) {
-    grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
-  }
-}
-
-.dte-remove-row {
-  color: #b91c1c;
-  margin-top: 8px;
-}
-
-.dte-action-bar {
-  display: flex;
-  justify-content: flex-end;
-  gap: 12px;
-  margin-top: 20px;
-  padding-top: 16px;
-  border-top: 1px solid rgb(0 0 0 / 8%);
-  flex-wrap: wrap;
-}
-
-@media (width <= 1000px) {
-  .dte-info-panels {
-    grid-template-columns: 1fr;
-  }
-
-  .dte-grid {
-    grid-template-columns: repeat(2, 1fr);
-  }
-
-  .dte-collection-row {
-    grid-template-columns: repeat(2, 1fr);
-  }
-}
-
-/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
-.dte-hint--found {
-  color: #15803d;
-  font-weight: 500;
-}
-
-.dte-hint--missing {
-  color: #b91c1c;
-  font-weight: 500;
-}
-
-/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
-.dte-agent-off {
-  color: #b45309;
-  font-size: 12px;
-  font-style: italic;
-  margin-left: 6px;
-}
-
-/* The figure the clerk actually verifies against the passbook before saving. */
-.dte-after {
-  font-weight: 600;
-  color: #0f766e;
-}
-
-/* What the agent should be handing over for this round. */
-.dte-total {
-  display: flex;
-  justify-content: flex-end;
-  align-items: baseline;
-  gap: 14px;
-  padding: 10px 4px 2px;
-  border-top: 1px solid rgb(0 0 0 / 10%);
-  font-size: 0.88rem;
-  color: rgb(0 0 0 / 60%);
-
-  strong {
-    font-size: 1.1rem;
-    color: rgb(0 0 0 / 85%);
-    font-variant-numeric: tabular-nums;
-  }
-}
-
-/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
-.dte-soon {
-  font-size: 0.78rem;
-  font-style: italic;
-  color: rgb(0 0 0 / 45%);
-}
-
-/*
- * Marks a party this agent has already collected from today, on the row where it is picked.
- *
- * Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
- * so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
- * whole round be credited twice.
- */
-.dte-hint--again {
-  color: #b45309;
-  font-weight: 500;
-}
-
-/*
- * Where a party stands against its instalments. Three states rather than one colour, because they
- * call for three different things from the clerk: ahead means take nothing, behind means take more
- * than the daily amount, level means take the daily amount as usual.
- *
- * Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
- * agent's job to recover, not an error. Red here would cry wolf on most rows.
- */
-.dte-hint--ahead,
-.dte-sched--ahead {
-  color: #15803d;
-  font-weight: 500;
-}
-
-.dte-hint--behind,
-.dte-sched--behind {
-  color: #b45309;
-  font-weight: 500;
-}
-
-.dte-hint--level,
-.dte-sched--level {
-  color: rgb(0 0 0 / 55%);
-}
-
-/* In the party panel the schedule line carries more weight than the fields around it. */
-.dte-sched {
-  font-weight: 500;
-}
-
-/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
-.dte-covered {
-  color: #15803d;
-  font-size: 0.8rem;
-}
-
-/*
- * An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
- * and the agent's job to recover, while this is a figure that probably was not handed over at all,
- * and once saved it cannot be taken back. It still does not block - the clerk decides.
- */
-.dte-hint--overpay {
-  color: #b91c1c;
-  font-weight: 500;
-}
-
-/*
-  The agent's written-down round, as the counter reads it.
-
-  Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
-  only a list to check a bag of cash against, and controls would invite editing something the clerk
-  has no business editing.
-*/
-.dte-pending-row {
-  display: flex;
-  align-items: baseline;
-  gap: 12px;
-  padding: 10px 2px;
-  border-bottom: 1px solid rgb(0 0 0 / 8%);
-
-  &:last-of-type {
-    border-bottom: none;
-  }
-
-  /* First, and in the quieter weight: the date is context for the line, not what is being read. */
-  &__date {
-    min-width: 96px;
-    opacity: 0.7;
-    font-variant-numeric: tabular-nums;
-  }
-
-  &__code {
-    font-weight: 600;
-    min-width: 84px;
-  }
-
-  &__name {
-    flex: 1;
-    min-width: 0;
-    overflow: hidden;
-    text-overflow: ellipsis;
-    white-space: nowrap;
-    opacity: 0.75;
-  }
-
-  &__mode {
-    font-size: 12px;
-    text-transform: uppercase;
-    letter-spacing: 0.5px;
-    opacity: 0.6;
-  }
-
-  /* Amounts are read down the column and compared, so the digits have to line up. */
-  &__amount {
-    font-variant-numeric: tabular-nums;
-    font-weight: 600;
-    min-width: 96px;
-    text-align: right;
-  }
-}
-
-/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
-.dte-expected {
-  margin: 14px 2px 0;
-  font-size: 14px;
-  line-height: 1.5;
-
-  strong {
-    font-variant-numeric: tabular-nums;
-  }
-}
-
-/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
-.dte-expected--note {
-  font-size: 13px;
-  opacity: 0.65;
-  margin-top: 4px;
-}
-
-.dte-apply-receipt {
-  margin-left: 8px;
-}
-
-/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
-.dte-money {
-  display: flex;
-  gap: 12px;
-  margin: 8px 0 12px;
-  flex-wrap: wrap;
-
-  &__box {
-    flex: 1;
-    min-width: 160px;
-    padding: 10px 14px;
-    border: 1px solid rgb(0 0 0 / 10%);
-    border-radius: 8px;
-    display: flex;
-    flex-direction: column;
-    gap: 4px;
-    font-variant-numeric: tabular-nums;
-
-    strong {
-      font-size: 18px;
-    }
-
-    &--due {
-      border-color: rgb(198 40 40 / 40%);
-      background: rgb(198 40 40 / 4%);
-    }
-  }
-
-  &__label {
-    font-size: 12px;
-    opacity: 0.7;
-    text-transform: uppercase;
-    letter-spacing: 0.04em;
-  }
-}
-
-.dte-subhead {
-  margin: 16px 0 4px;
-  font-size: 14px;
-  font-weight: 600;
-}
-
-.dte-pending-row--day {
-  cursor: pointer;
-}
-
-.dte-day-lines {
-  margin-left: 24px;
-  max-height: 280px;
-  overflow-y: auto;
-  border-left: 3px solid rgb(25 118 210 / 30%);
-  padding-left: 10px;
-}
-
-.dte-status {
-  font-size: 12px;
-  padding: 2px 8px;
-  border-radius: 10px;
-  background: rgb(237 108 2 / 12%);
-  color: #b45309;
-
-  &--ok {
-    background: rgb(46 125 50 / 12%);
-    color: #2e7d32;
-  }
-}
-
-.dte-list-arrow {
-  cursor: pointer;
-}
-
-.dte-same-party {
-  color: #c62828;
-  font-weight: 600;
-}

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

@@ -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/.
--->
-
-<h2 mat-dialog-title>{{ title }}</h2>
-
-<mat-dialog-content>
-  <mat-form-field appearance="outline" class="dcd-field">
-    <mat-label>Party</mat-label>
-    <mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
-      @for (p of eligibleParties; track p.id) {
-        <mat-option [value]="p.partyCode">
-          {{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
-        </mat-option>
-      }
-    </mat-select>
-    @if (eligibleParties.length === 0) {
-      <!-- Only reachable on the arrears side: nobody is behind within the window. -->
-      <mat-hint class="dcd-none">No party has recoverable days</mat-hint>
-    }
-  </mat-form-field>
-
-  <mat-form-field appearance="outline" class="dcd-field">
-    <mat-label>Days</mat-label>
-    <mat-select [(ngModel)]="days" [disabled]="!partyCode">
-      @for (d of dayOptions; track d) {
-        <mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
-      }
-    </mat-select>
-    @if (isAdvance) {
-      <mat-hint>Up to 5 days</mat-hint>
-    } @else if (partyCode) {
-      <mat-hint>Only days still within the catch-up window</mat-hint>
-    }
-  </mat-form-field>
-
-  <!--
-    What it comes to, shown before it is added rather than after. The clerk quotes this to the
-    customer, so it has to be the scheme's own figure and has to be visible while deciding.
-  -->
-  @if (amount > 0) {
-    <div class="dcd-amount">
-      <span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
-      <span class="dcd-amount__basis">
-        {{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily
-      </span>
-    </div>
-  }
-</mat-dialog-content>
-
-<mat-dialog-actions align="end">
-  <button mat-button mat-dialog-close type="button">Cancel</button>
-  <button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
-</mat-dialog-actions>

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

@@ -1,42 +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/.
- */
-
-.dcd-field {
-  width: 100%;
-}
-
-.dcd-none {
-  color: #b45309;
-}
-
-/*
- * The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
- * thing the customer is told, and it is shown with its basis so the clerk can say where it came from
- * rather than just naming a number.
- */
-.dcd-amount {
-  display: flex;
-  align-items: baseline;
-  gap: 10px;
-  margin-top: 6px;
-  padding: 12px 14px;
-  border-radius: 6px;
-  background: rgb(15 118 110 / 8%);
-
-  &__figure {
-    font-size: 1.3rem;
-    font-weight: 600;
-    color: #0f766e;
-    font-variant-numeric: tabular-nums;
-  }
-
-  &__basis {
-    font-size: 0.8rem;
-    color: rgb(0 0 0 / 60%);
-  }
-}

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

@@ -1,117 +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/.
- */
-
-/** Angular Imports */
-import { Component, inject } from '@angular/core';
-import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
-import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
-import { MatButtonModule } from '@angular/material/button';
-import { MatSelectModule } from '@angular/material/select';
-import { MatFormFieldModule } from '@angular/material/form-field';
-import { MatInputModule } from '@angular/material/input';
-
-/**
- * Collecting for days other than today - either paid ahead, or owed from days gone by.
- *
- * Both are the same act from the counter's side: the customer is paying for a number of days, and
- * what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
- * amount follows. Typing an amount instead would let the daily figure be worked around a little at a
- * time, and would quote the customer something the scheme does not charge.
- *
- * The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
- * Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
- * and offering them would have the clerk asking for money the bank has already written off.
- */
-@Component({
-  selector: 'mifosx-day-collection-dialog',
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatDialogModule,
-    MatButtonModule,
-    MatSelectModule,
-    MatFormFieldModule,
-    MatInputModule
-  ],
-  templateUrl: './day-collection-dialog.component.html',
-  styleUrls: ['./day-collection-dialog.component.scss']
-})
-export class DayCollectionDialogComponent {
-  private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
-  /** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
-  data = inject<any>(MAT_DIALOG_DATA);
-
-  partyCode = '';
-  days: number | '' = '';
-
-  get isAdvance(): boolean {
-    return this.data?.mode === 'advance';
-  }
-
-  get title(): string {
-    return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
-  }
-
-  get party(): any {
-    return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
-  }
-
-  /**
-   * The parties this can be used on.
-   *
-   * Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
-   * inside the window - on an account that is up to date there is nothing to collect for past days,
-   * and listing it would invite an entry that is really an advance in disguise.
-   */
-  get eligibleParties(): any[] {
-    const parties = this.data?.parties || [];
-    return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
-  }
-
-  /**
-   * How many days may be picked. Five ahead, matching the bank's allowance and the server's own
-   * check; for arrears, only what has not yet fallen out of the catch-up window.
-   */
-  get dayOptions(): number[] {
-    const daily = Number(this.party?.dailyDepositAmount || 0);
-    if (!this.party || daily <= 0) {
-      return [];
-    }
-    const limit = this.isAdvance
-      ? 5
-      : Math.floor(Number(this.party.recoverableAmount || 0) / daily);
-    return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
-  }
-
-  get amount(): number {
-    return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
-  }
-
-  /** Clearing the days when the party changes - a count valid for one account is not for another. */
-  partyChanged(): void {
-    this.days = '';
-  }
-
-  get canAdd(): boolean {
-    return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
-  }
-
-  add(): void {
-    this.dialogRef.close({
-      partyCode: this.partyCode,
-      days: Number(this.days),
-      amount: this.amount,
-      // Sent as days, not just an amount: the server recomputes what they come to and checks it
-      // against this account, so the figure quoted here is the one that gets posted.
-      advanceDays: this.isAdvance ? Number(this.days) : undefined,
-      arrearsDays: this.isAdvance ? undefined : Number(this.days)
-    });
-  }
-}

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

@@ -1,21 +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="nd-head">
-  <span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
-  <h2 class="nd-head__title">{{ data.heading }}</h2>
-</div>
-
-<mat-dialog-content>
-  <p class="nd-message">{{ data.message }}</p>
-</mat-dialog-content>
-
-<!-- One button, because there is nothing here to agree to or call off. -->
-<mat-dialog-actions align="end">
-  <button mat-flat-button color="primary" mat-dialog-close>OK</button>
-</mat-dialog-actions>

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

@@ -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/.
- */
-
-.nd-head {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  padding: 18px 24px 4px;
-
-  /*
-   * Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
-   * and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
-   * warning colour would send them looking for a fault that is not there.
-   */
-  &__ic {
-    display: grid;
-    place-items: center;
-    width: 34px;
-    height: 34px;
-    border-radius: 8px;
-    background: rgb(15 118 110 / 10%);
-    color: #0f766e;
-    flex: none;
-  }
-
-  &__title {
-    margin: 0;
-    font-size: 1.05rem;
-    font-weight: 600;
-  }
-}
-
-.nd-message {
-  margin: 0;
-  max-width: 44ch;
-  font-size: 0.9rem;
-  line-height: 1.55;
-  color: rgb(0 0 0 / 70%);
-}

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

@@ -1,39 +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/.
- */
-
-/** Angular Imports */
-import { Component, inject } from '@angular/core';
-import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
-import { MatButtonModule } from '@angular/material/button';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-
-/**
- * Something the clerk needs told, with nothing to decide.
- *
- * The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
- * choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
- * "Cancel" reads as though the thing being described could be undone. The error dialog has the right
- * single button but dresses the message in red, which turns "this agent has no parties" into a fault.
- *
- * So: one button, and the message stands on its own.
- */
-@Component({
-  selector: 'mifosx-notice-dialog',
-  standalone: true,
-  imports: [
-    MatDialogModule,
-    MatButtonModule,
-    FaIconComponent
-  ],
-  templateUrl: './notice-dialog.component.html',
-  styleUrls: ['./notice-dialog.component.scss']
-})
-export class NoticeDialogComponent {
-  /** { heading, message } */
-  data = inject<any>(MAT_DIALOG_DATA);
-}

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

@@ -1,557 +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="dav-page">
-  @if (isLoading) {
-    <div class="dav-card dav-state">
-      <mat-spinner diameter="32"></mat-spinner>
-      <span>Loading account…</span>
-    </div>
-  } @else if (!account) {
-    <div class="dav-card dav-state">
-      <fa-icon icon="inbox" size="2x"></fa-icon>
-      <span>DDS account not found</span>
-      <button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
-    </div>
-  } @else {
-    <!-- Banner, as the savings account page opens -->
-    <div class="dav-banner">
-      <div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
-      <div class="dav-banner__text">
-        <span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
-          >● {{ account.status }}</span
-        >
-        <h2 class="dav-banner__title">{{ account.subType }}</h2>
-        <div class="dav-banner__meta">
-          <span class="dav-banner__label">Account Number</span>
-          <span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
-          <span class="dav-banner__label">Client Name</span>
-          <span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
-        </div>
-      </div>
-      <div class="dav-banner__boxes">
-        <div class="dav-box">
-          <span class="dav-box__label">Current Balance</span>
-          <span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
-        </div>
-        <div class="dav-box">
-          <span class="dav-box__label">Maturity Amount</span>
-          <span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
-        </div>
-      </div>
-      <div class="dav-banner__actions">
-        <button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
-          <fa-icon icon="arrow-left"></fa-icon>
-        </button>
-        <button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
-          <fa-icon icon="pen"></fa-icon>
-        </button>
-      </div>
-    </div>
-
-    <!-- Tabs -->
-    <div class="dav-tabs">
-      <button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
-        <fa-icon icon="info-circle"></fa-icon> General
-      </button>
-      <button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
-        <fa-icon icon="exchange-alt"></fa-icon> Transactions
-      </button>
-      <button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
-        <fa-icon icon="book"></fa-icon> Passbook
-      </button>
-      <button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
-        <fa-icon icon="user"></fa-icon> Nominees
-      </button>
-      @if (account.status === 'CLOSED') {
-        <button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
-          <fa-icon icon="lock"></fa-icon> Closure
-        </button>
-      }
-    </div>
-
-    <!-- Closure: how a closed account was closed and where its money went -->
-    @if (tab === 'closure') {
-      @if (!closure) {
-        <div class="dav-card">
-          <div class="dav-row"><span>Loading closure details…</span></div>
-        </div>
-      } @else {
-        <div class="dav-columns">
-          <div class="dav-column">
-            <div class="dav-card">
-              <div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
-              <div class="dav-row">
-                <span>Type</span>
-                <strong>
-                  {{ closureLabels[closure.closureType] || closure.closureType }}
-                  @if (closure.withinLockin) {
-                    <em class="dav-closure-tag">within lock-in</em>
-                  }
-                </strong>
-              </div>
-              <div class="dav-row">
-                <span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
-              </div>
-              @if (closure.paidOutBy) {
-                <div class="dav-row">
-                  <span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
-                </div>
-              }
-              <div class="dav-row">
-                <span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
-              </div>
-              <div class="dav-row">
-                <span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
-              </div>
-              @if (closure.lockinOverrideReason) {
-                <div class="dav-row">
-                  <span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
-                </div>
-              }
-              @if (closure.shortfallBorneBy) {
-                <div class="dav-row">
-                  <span>Cost Borne By</span>
-                  <strong>{{
-                    closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
-                  }}</strong>
-                </div>
-              }
-            </div>
-
-            <div class="dav-card">
-              <div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
-              <div class="dav-row">
-                <span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
-              </div>
-              @if (closure.interestRecovered > 0) {
-                <div class="dav-row">
-                  <span>Interest Recovered</span
-                  ><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
-                </div>
-              }
-              @if (closure.interestToppedUpByAgent > 0) {
-                <div class="dav-row">
-                  <span>Interest Funded by Agent</span
-                  ><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
-                </div>
-              }
-              <div class="dav-row dav-closure-total">
-                <span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
-              </div>
-              @if (closure.closureType === 'PREMATURE') {
-                <div class="dav-row">
-                  <span>Agent Penalty ({{ closure.agentCode }})</span
-                  ><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
-                </div>
-              }
-            </div>
-          </div>
-
-          <div class="dav-column">
-            <div class="dav-card">
-              <div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
-              @if (closure.destination === 'OWN_ACCOUNT') {
-                <div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
-                <div class="dav-row">
-                  <span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
-                </div>
-                @if (closure.creditedAccount?.productName) {
-                  <div class="dav-row">
-                    <span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
-                  </div>
-                }
-                @if (closure.creditedAccount?.owner) {
-                  <div class="dav-row">
-                    <span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
-                  </div>
-                }
-              } @else if (closure.destination === 'SUNDRY') {
-                <div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
-                <div class="dav-row">
-                  <span>GL Account</span
-                  ><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
-                </div>
-              } @else {
-                <div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
-              }
-              @if (closure.voucherNo) {
-                <div class="dav-row">
-                  <span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
-                </div>
-              }
-              @if (closure.payoutDate) {
-                <div class="dav-row">
-                  <span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
-                </div>
-              }
-              @if (closure.passbookNote) {
-                <div class="dav-row">
-                  <span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
-                </div>
-              }
-            </div>
-
-            @if (closure.ledgerEntries?.length) {
-              <div class="dav-card">
-                <div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
-                <div class="dav-row">
-                  <span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
-                </div>
-                @for (leg of closure.ledgerEntries; track $index) {
-                  <div class="dav-row">
-                    <span>{{ leg.glCode }} · {{ leg.glName }}</span>
-                    <strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
-                      {{ leg.side }} ₹{{ leg.amount | formatNumber }}
-                    </strong>
-                  </div>
-                }
-              </div>
-            }
-          </div>
-        </div>
-      }
-    }
-
-    <!-- General -->
-    @if (tab === 'general') {
-      <div class="dav-columns">
-        <div class="dav-column">
-          <div class="dav-card">
-            <div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
-            <div class="dav-row">
-              <span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Party Code</span><strong>{{ account.partyCode }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
-            </div>
-            <div class="dav-row">
-              <span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Branch</span><strong>{{ account.officeName }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Product</span><strong>{{ account.subType }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
-            </div>
-            <div class="dav-row">
-              <span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
-            </div>
-            <div class="dav-row">
-              <span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
-            </div>
-          </div>
-
-          <div class="dav-card">
-            <div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
-            <div class="dav-row">
-              <span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
-            </div>
-          </div>
-        </div>
-
-        <div class="dav-column">
-          <div class="dav-card">
-            <div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
-            <div class="dav-row">
-              <span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Standing</span>
-              <strong>
-                @if (account.advanceDays > 0) {
-                  {{ account.advanceDays }} days ahead
-                } @else if (account.arrearsDays > 0) {
-                  <span class="dav-dr">{{ account.arrearsDays }} days behind</span>
-                } @else {
-                  Up to date
-                }
-              </strong>
-            </div>
-            <div class="dav-row">
-              <span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Interest Calculated, Not Posted</span
-              ><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
-            </div>
-            <div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
-            <div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
-            <div class="dav-row">
-              <span>Last Interest Date</span
-              ><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Last Transaction Date</span
-              ><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Lien</span>
-              <strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
-            </div>
-            <div class="dav-row">
-              <span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
-            </div>
-            @if (account.closeDate) {
-              <div class="dav-row">
-                <span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
-              </div>
-            }
-          </div>
-        </div>
-      </div>
-    }
-
-    <!-- Transactions -->
-    @if (tab === 'transactions') {
-      <div class="dav-card">
-        <div class="dav-toolbar">
-          <div class="dav-datepick">
-            <span>From</span>
-            <input type="date" [formControl]="fromDateControl" [max]="today" />
-          </div>
-          <div class="dav-datepick">
-            <span>To</span>
-            <input type="date" [formControl]="toDateControl" [max]="today" />
-          </div>
-          <button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
-          @if (hasDateFilters) {
-            <button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
-          }
-          <div class="dav-totals">
-            <span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
-            <span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
-          </div>
-          <button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
-            Export
-          </button>
-        </div>
-
-        @if (shownTransactions.length === 0) {
-          <div class="dav-state">
-            <fa-icon icon="inbox" size="2x"></fa-icon>
-            <span>{{
-              hasDateFilters
-                ? 'Nothing moved on this account in these dates'
-                : 'Nothing has been credited to this account yet'
-            }}</span>
-          </div>
-        } @else {
-          <div class="dav-table-wrap">
-            <table class="dav-table">
-              <thead>
-                <tr>
-                  <th>#</th>
-                  <th>ID</th>
-                  <th>Transaction Date</th>
-                  <th>Transaction Type</th>
-                  <th>Voucher</th>
-                  <th>Description</th>
-                  <th class="dav-right">Debit</th>
-                  <th class="dav-right">Credit</th>
-                  <th class="dav-right">Balance</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (txn of shownTransactions; track txn.id; let i = $index) {
-                  <tr>
-                    <td>{{ i + 1 }}</td>
-                    <td>{{ txn.id }}</td>
-                    <td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
-                    <td>{{ label(txn.transactionType) }}</td>
-                    <td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
-                    <td class="dav-desc">{{ txn.description }}</td>
-                    <td class="dav-right">
-                      {{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
-                    </td>
-                    <td class="dav-right">
-                      {{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
-                    </td>
-                    <td class="dav-right">
-                      <strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
-                    </td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        }
-      </div>
-    }
-
-    <!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
-    @if (tab === 'passbook') {
-      <div class="dav-card">
-        <div class="dav-toolbar dav-noprint">
-          <div class="dav-datepick">
-            <span>From</span>
-            <input type="date" [formControl]="fromDateControl" [max]="today" />
-          </div>
-          <div class="dav-datepick">
-            <span>To</span>
-            <input type="date" [formControl]="toDateControl" [max]="today" />
-          </div>
-          @if (hasDateFilters) {
-            <button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
-          }
-          <button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
-            <fa-icon icon="print"></fa-icon> Print
-          </button>
-        </div>
-
-        <div class="dav-passbook" id="dds-passbook">
-          <div class="dav-pb-head">
-            <div>
-              <div class="dav-pb-title">DDS Passbook</div>
-              <div class="dav-pb-sub">{{ account.officeName }}</div>
-            </div>
-            <div class="dav-pb-grid">
-              <span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
-              ><strong>{{ account.partyCode }}</strong> <span>Name</span
-              ><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
-              ><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
-              ><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
-              ><strong>{{ account.agentCode }}</strong>
-            </div>
-          </div>
-
-          @if (passbookEntries.length === 0) {
-            <div class="dav-state">
-              <span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
-            </div>
-          } @else {
-            <table class="dav-table dav-pb-table">
-              <thead>
-                <tr>
-                  <th>Date</th>
-                  <th>Voucher</th>
-                  <th>Particulars</th>
-                  <th class="dav-right">Withdrawals</th>
-                  <th class="dav-right">Deposits</th>
-                  <th class="dav-right">Balance</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (txn of passbookEntries; track txn.id) {
-                  <tr>
-                    <td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
-                    <td class="dav-mono">{{ txn.voucherNo || '' }}</td>
-                    <td>
-                      {{ label(txn.transactionType) }}
-                      @if (txn.description) {
-                        <span class="dav-pb-note">{{ txn.description }}</span>
-                      }
-                    </td>
-                    <td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
-                    <td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
-                    <td class="dav-right">
-                      <strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
-                    </td>
-                  </tr>
-                }
-              </tbody>
-              <tfoot>
-                <tr>
-                  <td colspan="3"><strong>Total</strong></td>
-                  <td class="dav-right">
-                    <strong>{{ totalDebits | formatNumber }}</strong>
-                  </td>
-                  <td class="dav-right">
-                    <strong>{{ totalCredits | formatNumber }}</strong>
-                  </td>
-                  <td class="dav-right">
-                    <strong>{{ passbookClosingBalance | formatNumber }}</strong>
-                  </td>
-                </tr>
-              </tfoot>
-            </table>
-          }
-        </div>
-      </div>
-    }
-
-    <!-- Nominees -->
-    @if (tab === 'nominees') {
-      <div class="dav-card">
-        @if (!account.nominees || account.nominees.length === 0) {
-          <div class="dav-state">
-            <fa-icon icon="user" size="2x"></fa-icon>
-            <span>No nominee on this account</span>
-          </div>
-        } @else {
-          <div class="dav-table-wrap">
-            <table class="dav-table">
-              <thead>
-                <tr>
-                  <th>#</th>
-                  <th>Name</th>
-                  <th>Relation</th>
-                  <th>Gender</th>
-                  <th>Mobile</th>
-                  <th>Birth Date</th>
-                  <th>Nominated On</th>
-                  <th>Guardian</th>
-                  <th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
-                </tr>
-              </thead>
-              <tbody>
-                @for (nominee of account.nominees; track nominee.id; let i = $index) {
-                  <tr>
-                    <td>{{ i + 1 }}</td>
-                    <td>
-                      <strong>{{ nominee.name }}</strong>
-                    </td>
-                    <td>{{ nominee.relation }}</td>
-                    <td>{{ nominee.gender }}</td>
-                    <td>{{ nominee.mobileNo || '—' }}</td>
-                    <td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
-                    <td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
-                    <td>{{ nominee.guardianName || '—' }}</td>
-                    <td class="dav-right">
-                      {{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
-                    </td>
-                  </tr>
-                }
-              </tbody>
-            </table>
-          </div>
-        }
-      </div>
-    }
-  }
-</div>

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

@@ -1,459 +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/.
- */
-
-/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
-
-.dav-page {
-  display: flex;
-  flex-direction: column;
-  gap: 16px;
-  padding: 24px 32px;
-}
-
-.dav-mono {
-  font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
-  font-style: normal;
-}
-
-.dav-cr {
-  color: #047857;
-}
-
-.dav-dr {
-  color: #b91c1c;
-}
-
-.dav-right {
-  text-align: right !important;
-}
-
-/* ── Banner ───────────────────────────────────────────────────────────── */
-
-.dav-banner {
-  display: flex;
-  align-items: center;
-  flex-wrap: wrap;
-  gap: 16px;
-  padding: 16px 24px;
-  border-radius: 16px;
-  color: #fff;
-  background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
-  box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
-}
-
-.dav-banner__icon {
-  width: 48px;
-  height: 48px;
-  border-radius: 12px;
-  display: grid;
-  place-items: center;
-  font-size: 1.3rem;
-  background: rgb(255 255 255 / 16%);
-  border: 1px solid rgb(255 255 255 / 25%);
-}
-
-.dav-banner__text {
-  display: flex;
-  flex-direction: column;
-  gap: 4px;
-  min-width: 0;
-}
-
-.dav-pill {
-  align-self: flex-start;
-  padding: 2px 10px;
-  border-radius: 999px;
-  font-size: 0.7rem;
-  font-weight: 700;
-  letter-spacing: 0.04em;
-  background: rgb(16 185 129 / 25%);
-  color: #a7f3d0;
-  border: 1px solid rgb(167 243 208 / 40%);
-}
-
-.dav-pill--closed {
-  background: rgb(148 163 184 / 25%);
-  color: #e2e8f0;
-  border-color: rgb(226 232 240 / 40%);
-}
-
-.dav-banner__title {
-  margin: 0;
-  font-size: 1.25rem;
-  font-weight: 700;
-}
-
-.dav-banner__meta {
-  display: flex;
-  flex-wrap: wrap;
-  align-items: baseline;
-  gap: 6px 12px;
-}
-
-.dav-banner__label {
-  font-size: 0.7rem;
-  font-weight: 700;
-  letter-spacing: 0.06em;
-  text-transform: uppercase;
-  color: rgb(255 255 255 / 60%);
-}
-
-.dav-banner__value {
-  font-size: 0.9rem;
-  font-weight: 600;
-}
-
-.dav-banner__boxes {
-  margin-left: auto;
-  display: flex;
-  gap: 12px;
-}
-
-.dav-box {
-  display: flex;
-  flex-direction: column;
-  gap: 4px;
-  padding: 10px 18px;
-  border-radius: 12px;
-  background: rgb(255 255 255 / 12%);
-  border: 1px solid rgb(255 255 255 / 25%);
-}
-
-.dav-box__label {
-  font-size: 0.68rem;
-  font-weight: 700;
-  letter-spacing: 0.06em;
-  text-transform: uppercase;
-  color: rgb(255 255 255 / 70%);
-}
-
-.dav-box__value {
-  font-size: 1.15rem;
-  font-weight: 700;
-  font-variant-numeric: tabular-nums;
-}
-
-.dav-banner__actions {
-  display: flex;
-  gap: 8px;
-}
-
-.dav-icon-btn {
-  width: 38px;
-  height: 38px;
-  border-radius: 50%;
-  border: 1px solid rgb(255 255 255 / 35%);
-  background: rgb(255 255 255 / 12%);
-  color: #fff;
-  cursor: pointer;
-
-  &:hover {
-    background: rgb(255 255 255 / 22%);
-  }
-}
-
-/* ── Tabs ─────────────────────────────────────────────────────────────── */
-
-.dav-tabs {
-  display: flex;
-  gap: 8px;
-  padding: 8px;
-  border-radius: 14px;
-  background: #fff;
-  border: 1px solid rgb(0 0 0 / 7%);
-}
-
-.dav-tab {
-  flex: 1;
-  display: flex;
-  align-items: center;
-  justify-content: center;
-  gap: 6px;
-  padding: 10px 16px;
-  border: 0;
-  border-radius: 10px;
-  background: transparent;
-  font-size: 0.95rem;
-  font-weight: 600;
-  color: #475569;
-  cursor: pointer;
-
-  &:hover {
-    background: #f1f5f9;
-  }
-}
-
-.dav-tab--on {
-  color: #fff;
-  background: linear-gradient(90deg, #1d4ed8, #2563eb);
-  box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
-
-  &:hover {
-    background: linear-gradient(90deg, #1d4ed8, #2563eb);
-  }
-}
-
-/* ── Cards ────────────────────────────────────────────────────────────── */
-
-.dav-columns {
-  display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
-  gap: 16px;
-  align-items: start;
-}
-
-.dav-column {
-  display: flex;
-  flex-direction: column;
-  gap: 16px;
-}
-
-.dav-card {
-  border-radius: 14px;
-  background: #fff;
-  border: 1px solid rgb(0 0 0 / 7%);
-  overflow: hidden;
-}
-
-.dav-card__head {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  padding: 14px 20px;
-  font-size: 1rem;
-  font-weight: 700;
-  background: #f8fafc;
-  border-bottom: 1px solid rgb(0 0 0 / 7%);
-}
-
-.dav-card__dot {
-  width: 30px;
-  height: 30px;
-  border-radius: 8px;
-  background: linear-gradient(135deg, #2563eb, #1e40af);
-}
-
-.dav-row {
-  display: flex;
-  justify-content: space-between;
-  gap: 16px;
-  padding: 12px 20px;
-  border-bottom: 1px dashed rgb(0 0 0 / 7%);
-  font-size: 0.92rem;
-
-  &:last-child {
-    border-bottom: 0;
-  }
-
-  span {
-    color: #334155;
-  }
-
-  strong {
-    text-align: right;
-    font-weight: 600;
-  }
-}
-
-.dav-state {
-  display: flex;
-  flex-direction: column;
-  align-items: center;
-  gap: 10px;
-  padding: 48px 16px;
-  color: rgb(0 0 0 / 50%);
-}
-
-/* ── Transactions ─────────────────────────────────────────────────────── */
-
-.dav-toolbar {
-  display: flex;
-  align-items: center;
-  flex-wrap: wrap;
-  gap: 12px;
-  padding: 14px 20px;
-  background: #f8fafc;
-  border-bottom: 1px solid rgb(0 0 0 / 7%);
-}
-
-.dav-datepick {
-  display: flex;
-  flex-direction: column;
-  gap: 2px;
-
-  span {
-    font-size: 0.68rem;
-    font-weight: 700;
-    letter-spacing: 0.06em;
-    text-transform: uppercase;
-    color: rgb(0 0 0 / 45%);
-  }
-
-  input {
-    padding: 6px 10px;
-    border-radius: 8px;
-    border: 1px solid rgb(0 0 0 / 15%);
-    font: inherit;
-  }
-}
-
-.dav-btn {
-  display: inline-flex;
-  align-items: center;
-  gap: 6px;
-  padding: 8px 14px;
-  border-radius: 8px;
-  border: 1px solid rgb(0 0 0 / 15%);
-  background: #fff;
-  font-weight: 600;
-  cursor: pointer;
-
-  &:disabled {
-    opacity: 0.5;
-    cursor: default;
-  }
-}
-
-.dav-btn--primary {
-  color: #fff;
-  border-color: transparent;
-  background: linear-gradient(90deg, #1d4ed8, #2563eb);
-}
-
-.dav-totals {
-  margin-left: auto;
-  display: flex;
-  gap: 16px;
-  font-size: 0.88rem;
-  font-weight: 700;
-  font-variant-numeric: tabular-nums;
-}
-
-.dav-table-wrap {
-  overflow-x: auto;
-}
-
-.dav-table {
-  width: 100%;
-  border-collapse: collapse;
-  font-size: 0.92rem;
-
-  th {
-    padding: 14px 16px;
-    text-align: left;
-    font-size: 0.72rem;
-    font-weight: 700;
-    letter-spacing: 0.06em;
-    text-transform: uppercase;
-    color: #475569;
-    border-bottom: 1px solid rgb(0 0 0 / 8%);
-    white-space: nowrap;
-  }
-
-  td {
-    padding: 16px;
-    border-bottom: 1px solid rgb(0 0 0 / 5%);
-    font-variant-numeric: tabular-nums;
-  }
-
-  tbody tr:nth-child(odd) {
-    background: #f8fafc;
-  }
-}
-
-.dav-desc {
-  max-width: 320px;
-  color: rgb(0 0 0 / 65%);
-}
-
-@media (width <= 720px) {
-  .dav-page {
-    padding: 16px;
-  }
-
-  .dav-banner__boxes {
-    margin-left: 0;
-    width: 100%;
-  }
-
-  .dav-tab {
-    font-size: 0.85rem;
-    padding: 8px;
-  }
-}
-
-/* ── Passbook ─────────────────────────────────────────────────────────── */
-
-.dav-push {
-  margin-left: auto;
-}
-
-.dav-passbook {
-  padding: 20px;
-}
-
-.dav-pb-head {
-  display: flex;
-  justify-content: space-between;
-  flex-wrap: wrap;
-  gap: 16px 32px;
-  margin-bottom: 16px;
-  padding-bottom: 16px;
-  border-bottom: 2px solid #1e3a8a;
-}
-
-.dav-pb-title {
-  font-size: 1.2rem;
-  font-weight: 700;
-  color: #1e3a8a;
-}
-
-.dav-pb-sub {
-  font-size: 0.85rem;
-  color: rgb(0 0 0 / 55%);
-}
-
-.dav-pb-grid {
-  display: grid;
-  grid-template-columns: auto auto;
-  gap: 4px 16px;
-  font-size: 0.88rem;
-
-  span {
-    color: rgb(0 0 0 / 55%);
-  }
-}
-
-.dav-pb-table {
-  tfoot td {
-    padding: 14px 16px;
-    border-top: 2px solid rgb(0 0 0 / 15%);
-  }
-}
-
-.dav-pb-note {
-  display: block;
-  font-size: 0.78rem;
-  color: rgb(0 0 0 / 50%);
-}
-
-/* Closure tab */
-.dav-closure-tag {
-  margin-left: 8px;
-  padding: 1px 8px;
-  border-radius: 999px;
-  background: #fff3e0;
-  color: #e65100;
-  font-size: 0.75rem;
-  font-style: normal;
-}
-
-.dav-closure-total {
-  border-top: 1px solid rgb(0 0 0 / 10%);
-  font-weight: 600;
-}

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

@@ -1,297 +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, OnInit, inject } from '@angular/core';
-import { ActivatedRoute, Router } from '@angular/router';
-import { FormControl, ReactiveFormsModule } from '@angular/forms';
-import { NgClass } from '@angular/common';
-import { MatTooltipModule } from '@angular/material/tooltip';
-import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { forkJoin, of } from 'rxjs';
-import { catchError } from 'rxjs/operators';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
-import { OrganizationService } from 'app/organization/organization.service';
-
-/** What each DDS transaction type is called on screen. */
-const TRANSACTION_LABELS: Record<string, string> = {
-  PARTY_TRAN: 'Collection',
-  INTEREST_POST: 'Interest',
-  OD_INTEREST_POST: 'OD Interest',
-  MATURITY_PAYOUT: 'Maturity Payout',
-  PREMATURE_PAYOUT: 'Premature Payout',
-  PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
-  PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
-  WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
-  TRANSFER: 'Transfer'
-};
-
-/**
- * One DDS account and everything that has moved on it, as the savings account page shows a savings
- * account: the account's terms and where it stands, then its transactions with the balance after
- * each, narrowed to a day or a range.
- *
- * Read-only. The account is changed from DDS Party Master; its money moves through collections, the
- * cashier and the batch runs.
- */
-@Component({
-  selector: 'mifosx-dds-account-view',
-  templateUrl: './dds-account-view.component.html',
-  styleUrls: ['./dds-account-view.component.scss'],
-  standalone: true,
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    ReactiveFormsModule,
-    NgClass,
-    FaIconComponent,
-    MatTooltipModule,
-    MatProgressSpinnerModule,
-    FormatNumberPipe
-  ]
-})
-export class DdsAccountViewComponent implements OnInit {
-  private route = inject(ActivatedRoute);
-  private router = inject(Router);
-  private organizationService = inject(OrganizationService);
-
-  isLoading = true;
-  account: any = null;
-  private transactions: any[] = [];
-
-  /** The page's tabs, as the savings account page has them - only those that apply to DDS. */
-  tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
-
-  /** How a closed account was closed - read only for closed accounts, for the Closure tab. */
-  closure: any = null;
-
-  /** What each kind of closure is called on screen. */
-  readonly closureLabels: Record<string, string> = {
-    PREMATURE: 'Premature Close',
-    MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
-    MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
-    MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
-    CLOSED_NIL_BALANCE: 'Closed with nil balance'
-  };
-
-  /** The passbook reads oldest first, as it is written up. */
-  get passbookEntries(): any[] {
-    return [...this.shownTransactions].reverse();
-  }
-
-  /** The balance after the last entry shown. */
-  get passbookClosingBalance(): number {
-    const entries = this.passbookEntries;
-    return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
-  }
-
-  /**
-   * Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
-   * page's menus, banner and tabs do not come out on the paper.
-   */
-  printPassbook(): void {
-    const passbook = document.getElementById('dds-passbook');
-    const popup = window.open('', '_blank', 'width=900,height=700');
-    if (!passbook || !popup) {
-      return;
-    }
-    popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
-      body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
-      .dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
-      .dav-pb-title { font-size: 20px; font-weight: 700; }
-      .dav-pb-sub { color: #555; }
-      .dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
-      .dav-pb-grid span { color: #555; }
-      table { width: 100%; border-collapse: collapse; font-size: 13px; }
-      th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
-      .dav-right { text-align: right; }
-      .dav-pb-note { display: block; font-size: 11px; color: #555; }
-    </style></head><body>${passbook.innerHTML}</body></html>`);
-    popup.document.close();
-    popup.focus();
-    popup.print();
-  }
-
-  fromDateControl = new FormControl('');
-  toDateControl = new FormControl('');
-
-  readonly today = new Date().toISOString().split('T')[0];
-
-  ngOnInit(): void {
-    const partyId = this.route.snapshot.paramMap.get('partyId');
-    if (!partyId) {
-      this.isLoading = false;
-      return;
-    }
-    forkJoin({
-      account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
-      transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
-    }).subscribe(({ account, transactions }) => {
-      this.account = account;
-      if (account?.status === 'CLOSED') {
-        this.organizationService.getPartyClosure(partyId).subscribe({
-          next: (closure: any) => (this.closure = closure),
-          error: () => (this.closure = null)
-        });
-      }
-      // Newest first, and within a day the later entry first - the order a passbook is read back in.
-      this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
-        (a: any, b: any) =>
-          String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
-      );
-      this.isLoading = false;
-    });
-  }
-
-  /** The transactions in the chosen range - all of them when no range is set. */
-  get shownTransactions(): any[] {
-    const from = this.fromDateControl.value;
-    const to = this.toDateControl.value;
-    return this.transactions.filter((txn: any) => {
-      const day = String(txn.transactionDate || '');
-      if (from && day < String(from)) {
-        return false;
-      }
-      if (to && day > String(to)) {
-        return false;
-      }
-      return true;
-    });
-  }
-
-  get totalCredits(): number {
-    return this.sumOf('CREDIT');
-  }
-
-  get totalDebits(): number {
-    return this.sumOf('DEBIT');
-  }
-
-  private sumOf(direction: string): number {
-    return this.shownTransactions
-      .filter((txn: any) => txn.direction === direction)
-      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
-  }
-
-  /** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
-  totalOf(type: string): number {
-    return this.transactions
-      .filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
-      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
-  }
-
-  /** Interest credited, less any taken back on an early closure. */
-  get interestEarned(): number {
-    const recovered = this.transactions
-      .filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
-      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
-    return (
-      this.totalOf('INTEREST_POST') +
-      this.totalOf('OD_INTEREST_POST') +
-      this.totalOf('PREMATURE_AGENT_TOP_UP') -
-      recovered
-    );
-  }
-
-  /** Money that has left the account - payouts, withdrawals, transfers out. */
-  get totalDebitsAll(): number {
-    return this.transactions
-      .filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
-      .reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
-  }
-
-  get lastTransactionDate(): string | null {
-    return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
-  }
-
-  /** The rows on screen, as a spreadsheet the branch can keep or send on. */
-  exportCsv(): void {
-    const header = [
-      '#',
-      'ID',
-      'Transaction Date',
-      'Transaction Type',
-      'Voucher',
-      'Description',
-      'Account',
-      'Debit',
-      'Credit',
-      'Balance'
-    ];
-    const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
-    const lines = this.shownTransactions.map((txn: any, index: number) =>
-      [
-        index + 1,
-        txn.id,
-        txn.transactionDate,
-        this.label(txn.transactionType),
-        txn.voucherNo,
-        txn.description,
-        txn.accountNo,
-        txn.direction === 'DEBIT' ? txn.amount : '',
-        txn.direction === 'CREDIT' ? txn.amount : '',
-        txn.balanceAfterTransaction
-      ]
-        .map(quote)
-        .join(',')
-    );
-    const blob = new Blob(
-      [[
-          header.map(quote).join(','),
-          ...lines
-        ].join('\r\n')],
-      { type: 'text/csv;charset=utf-8' }
-    );
-    const link = document.createElement('a');
-    link.href = URL.createObjectURL(blob);
-    link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
-    link.click();
-    URL.revokeObjectURL(link.href);
-  }
-
-  get hasDateFilters(): boolean {
-    return !!(this.fromDateControl.value || this.toDateControl.value);
-  }
-
-  showToday(): void {
-    this.fromDateControl.setValue(this.today);
-    this.toDateControl.setValue(this.today);
-  }
-
-  clearDateFilters(): void {
-    this.fromDateControl.setValue('');
-    this.toDateControl.setValue('');
-  }
-
-  label(type: string): string {
-    return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
-  }
-
-  statusClass(): string {
-    switch (this.account?.status) {
-      case 'ACTIVE':
-        return 'status--active';
-      case 'CLOSED':
-        return 'status--closed';
-      default:
-        return 'status--default';
-    }
-  }
-
-  back(): void {
-    this.router.navigate(['/accounts/dds-accounts']);
-  }
-
-  openInPartyMaster(): void {
-    this.router.navigate([
-      '/accounts/dds',
-      this.account.id,
-      'edit'
-    ]);
-  }
-}

src/app/deposits/dds-accounts/dds-accounts.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/.
--->
-
-<div class="acl-page">
-  <!-- Header -->
-  <div class="acl-header accent--rd">
-    <div class="acl-header__icon">
-      <fa-icon icon="coins"></fa-icon>
-    </div>
-    <div class="acl-header__text">
-      <h2 class="acl-header__title">DDS Accounts</h2>
-      <span class="acl-header__count">
-        @if (isLoading) {
-          Loading...
-        } @else {
-          {{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
-        }
-      </span>
-    </div>
-  </div>
-
-  <!-- Search Bar -->
-  <div class="acl-search-wrap">
-    <div class="acl-search">
-      <fa-icon icon="search" class="acl-search__icon"></fa-icon>
-      <input
-        [formControl]="searchControl"
-        class="acl-search__input"
-        [placeholder]="
-          searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
-        "
-      />
-      @if (searchControl.value) {
-        <button class="acl-search__clear" (click)="clearSearch()">
-          <fa-icon icon="times"></fa-icon>
-        </button>
-      }
-    </div>
-    <button
-      class="acl-btn acl-btn--toggle"
-      (click)="toggleSearchType()"
-      [matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
-    >
-      <fa-icon icon="exchange-alt"></fa-icon>
-      {{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
-    </button>
-    <button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
-      <fa-icon icon="sync-alt"></fa-icon>
-    </button>
-  </div>
-
-  <!-- Status: all accounts, only the open ones, or only the closed -->
-  <div class="dds-status-filter" role="tablist">
-    <button
-      type="button"
-      class="dds-status-filter__btn"
-      [class.is-on]="statusFilter === 'ALL'"
-      (click)="setStatusFilter('ALL')"
-    >
-      All <span class="dds-status-filter__count">{{ allCount }}</span>
-    </button>
-    <button
-      type="button"
-      class="dds-status-filter__btn dds-status-filter__btn--active"
-      [class.is-on]="statusFilter === 'ACTIVE'"
-      (click)="setStatusFilter('ACTIVE')"
-    >
-      Active <span class="dds-status-filter__count">{{ activeCount }}</span>
-    </button>
-    <button
-      type="button"
-      class="dds-status-filter__btn dds-status-filter__btn--closed"
-      [class.is-on]="statusFilter === 'CLOSED'"
-      (click)="setStatusFilter('CLOSED')"
-    >
-      Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
-    </button>
-  </div>
-
-  <!-- Date Filters: by the day the account was opened -->
-  <div class="acl-filters">
-    <div class="acl-filters__group">
-      <div class="acl-datepick">
-        <span class="acl-datepick__label">Opened From</span>
-        <input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
-      </div>
-      <div class="acl-filters__arrow">
-        <fa-icon icon="arrow-right"></fa-icon>
-      </div>
-      <div class="acl-datepick">
-        <span class="acl-datepick__label">To</span>
-        <input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
-      </div>
-    </div>
-
-    <div class="acl-filters__sep"></div>
-
-    <div class="acl-datepick acl-datepick--ason">
-      <span class="acl-datepick__label">
-        <fa-icon icon="clock"></fa-icon>
-        As On Date
-      </span>
-      <input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
-    </div>
-
-    @if (hasDateFilters) {
-      <button class="acl-filters__clear" (click)="clearDateFilters()">
-        <fa-icon icon="times"></fa-icon>
-        Clear
-      </button>
-    }
-  </div>
-
-  <!-- Table -->
-  <div class="acl-card">
-    @if (isLoading) {
-      <div class="acl-state acl-state--loading">
-        <mat-spinner diameter="32"></mat-spinner>
-        <span>Loading accounts…</span>
-      </div>
-    }
-
-    @if (!isLoading && rows.length === 0) {
-      <div class="acl-state acl-state--empty">
-        <div class="acl-state__icon">
-          <fa-icon icon="inbox"></fa-icon>
-        </div>
-        <p class="acl-state__title">No DDS accounts found</p>
-        <p class="acl-state__sub">Try adjusting your search</p>
-      </div>
-    }
-
-    @if (!isLoading && rows.length > 0) {
-      <div class="acl-table-wrap">
-        <table mat-table [dataSource]="rows" class="acl-table">
-          <ng-container matColumnDef="accountNo">
-            <th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
-            <td mat-cell *matCellDef="let row" class="acl-td">
-              <span class="acl-acct-no">{{ row.accountNo }}</span>
-            </td>
-          </ng-container>
-
-          <ng-container matColumnDef="depositType">
-            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
-            <td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
-              <span class="acl-type-badge dtype--rd">DDS</span>
-            </td>
-          </ng-container>
-
-          <ng-container matColumnDef="clientName">
-            <th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
-            <td mat-cell *matCellDef="let row" class="acl-td">
-              <div class="acl-client">
-                <div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
-                <span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
-              </div>
-            </td>
-          </ng-container>
-
-          <ng-container matColumnDef="productName">
-            <th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
-            <td mat-cell *matCellDef="let row" class="acl-td">
-              <span class="acl-product">{{ row.subType }}</span>
-            </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">
-              <span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
-            </td>
-          </ng-container>
-
-          <ng-container matColumnDef="status">
-            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
-            <td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
-              <span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
-            </td>
-          </ng-container>
-
-          <ng-container matColumnDef="actions">
-            <th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
-            <td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
-              <button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
-                <fa-icon icon="eye"></fa-icon>
-              </button>
-            </td>
-          </ng-container>
-
-          <tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
-          <tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
-        </table>
-      </div>
-
-      <mat-paginator
-        [length]="totalRecords"
-        [pageSize]="pageSize"
-        [pageIndex]="pageIndex"
-        [pageSizeOptions]="[10, 20, 50, 100]"
-        (page)="onPageChange($event)"
-        class="acl-paginator"
-        showFirstLastButtons
-      ></mat-paginator>
-    }
-  </div>
-</div>

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

@@ -1,56 +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/.
- */
-
-/* All / Active / Closed - which DDS accounts the list shows. */
-.dds-status-filter {
-  display: flex;
-  flex-wrap: wrap;
-  gap: 8px;
-  margin: 0 0 12px;
-
-  &__btn {
-    display: inline-flex;
-    align-items: center;
-    gap: 8px;
-    padding: 6px 14px;
-    border: 1px solid rgb(0 0 0 / 12%);
-    border-radius: 999px;
-    background: #fff;
-    color: rgb(0 0 0 / 70%);
-    font-size: 0.85rem;
-    font-weight: 500;
-    cursor: pointer;
-
-    &.is-on {
-      border-color: #1565c0;
-      background: #e3f2fd;
-      color: #0d47a1;
-    }
-
-    &--active.is-on {
-      border-color: #2e7d32;
-      background: #e8f5e9;
-      color: #1b5e20;
-    }
-
-    &--closed.is-on {
-      border-color: #c62828;
-      background: #ffebee;
-      color: #b71c1c;
-    }
-  }
-
-  &__count {
-    min-width: 22px;
-    padding: 0 6px;
-    border-radius: 999px;
-    background: rgb(0 0 0 / 8%);
-    font-size: 0.75rem;
-    text-align: center;
-  }
-}

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

@@ -1,265 +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, OnDestroy, OnInit, inject } from '@angular/core';
-import { Router } from '@angular/router';
-import { FormControl, ReactiveFormsModule } from '@angular/forms';
-import { NgClass } from '@angular/common';
-import { MatPaginator, PageEvent } from '@angular/material/paginator';
-import {
-  MatCell,
-  MatCellDef,
-  MatColumnDef,
-  MatHeaderCell,
-  MatHeaderCellDef,
-  MatHeaderRow,
-  MatHeaderRowDef,
-  MatRow,
-  MatRowDef,
-  MatTable
-} from '@angular/material/table';
-import { MatTooltipModule } from '@angular/material/tooltip';
-import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
-import { FaIconComponent } from '@fortawesome/angular-fontawesome';
-import { Subject, merge } from 'rxjs';
-import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
-import { OrganizationService } from 'app/organization/organization.service';
-
-/**
- * The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
- * balance and status, searched by account number or client and narrowed by opening date. Each opens
- * onto the account's own page and its transactions.
- *
- * Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
- * the cashier and the batch runs.
- */
-@Component({
-  selector: 'mifosx-dds-accounts',
-  templateUrl: './dds-accounts.component.html',
-  // The Savings Accounts list's own look, so the two screens read as one family.
-  styleUrls: [
-    '../../accounts/accounts-list/accounts-list.component.scss',
-    './dds-accounts.component.scss'
-  ],
-  standalone: true,
-  imports: [
-    ...STANDALONE_SHARED_IMPORTS,
-    ReactiveFormsModule,
-    NgClass,
-    FaIconComponent,
-    MatTable,
-    MatColumnDef,
-    MatHeaderCellDef,
-    MatHeaderCell,
-    MatCellDef,
-    MatCell,
-    MatHeaderRowDef,
-    MatHeaderRow,
-    MatRowDef,
-    MatRow,
-    MatPaginator,
-    MatTooltipModule,
-    MatProgressSpinnerModule,
-    FormatNumberPipe
-  ]
-})
-export class DdsAccountsComponent implements OnInit, OnDestroy {
-  private organizationService = inject(OrganizationService);
-  private router = inject(Router);
-  private destroy$ = new Subject<void>();
-
-  displayedColumns = [
-    'accountNo',
-    'depositType',
-    'clientName',
-    'productName',
-    'balance',
-    'status',
-    'actions'
-  ];
-
-  /** Every DDS account, fetched once; search, dates and paging work on this. */
-  private allAccounts: any[] = [];
-  /** The accounts matching the search and dates, whatever their status - what the status counts read. */
-  private beforeStatus: any[] = [];
-  /** The accounts matching the search, dates and status, before paging. */
-  private matching: any[] = [];
-
-  /** Which accounts are shown: all of them, only the open ones, or only the closed. */
-  statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
-  /** The page on screen. */
-  rows: any[] = [];
-
-  pageSize = 20;
-  pageIndex = 0;
-  isLoading = false;
-
-  searchControl = new FormControl('');
-  searchType: 'accountNo' | 'clientName' = 'accountNo';
-  fromDateControl = new FormControl('');
-  toDateControl = new FormControl('');
-  asOnDateControl = new FormControl('');
-
-  readonly today = new Date().toISOString().split('T')[0];
-
-  get totalRecords(): number {
-    return this.matching.length;
-  }
-
-  get activeCount(): number {
-    return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
-  }
-
-  get closedCount(): number {
-    return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
-  }
-
-  get allCount(): number {
-    return this.beforeStatus.length;
-  }
-
-  setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
-    this.statusFilter = status;
-    this.pageIndex = 0;
-    this.applyFilters();
-  }
-
-  get hasDateFilters(): boolean {
-    return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
-  }
-
-  ngOnInit(): void {
-    this.loadAccounts();
-
-    this.searchControl.valueChanges
-      .pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
-      .subscribe(() => {
-        this.pageIndex = 0;
-        this.applyFilters();
-      });
-    merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
-      .pipe(debounceTime(300), takeUntil(this.destroy$))
-      .subscribe(() => {
-        this.pageIndex = 0;
-        this.applyFilters();
-      });
-  }
-
-  ngOnDestroy(): void {
-    this.destroy$.next();
-    this.destroy$.complete();
-  }
-
-  loadAccounts(): void {
-    this.isLoading = true;
-    this.organizationService
-      .getParties()
-      .pipe(takeUntil(this.destroy$))
-      .subscribe({
-        next: (parties: any) => {
-          // Newest first, as the savings list shows them.
-          this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
-            (a: any, b: any) => Number(b.id) - Number(a.id)
-          );
-          this.isLoading = false;
-          this.applyFilters();
-        },
-        error: () => {
-          this.allAccounts = [];
-          this.isLoading = false;
-          this.applyFilters();
-        }
-      });
-  }
-
-  /** Search by account number or client, and by the day the account was opened. */
-  private applyFilters(): void {
-    const term = String(this.searchControl.value || '')
-      .trim()
-      .toLowerCase();
-    const fromVal = this.fromDateControl.value;
-    const toVal = this.toDateControl.value;
-    const bothDates = !!(fromVal && toVal);
-    const asOn = this.asOnDateControl.value;
-
-    this.beforeStatus = this.allAccounts.filter((account: any) => {
-      if (term) {
-        const haystack =
-          this.searchType === 'accountNo'
-            ? `${account.accountNo || ''} ${account.partyCode || ''}`
-            : `${account.clientName || ''} ${account.partyName || ''}`;
-        if (!haystack.toLowerCase().includes(term)) {
-          return false;
-        }
-      }
-      const opened = String(account.openingDate || '');
-      if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
-        return false;
-      }
-      // As on a date: the accounts that had been opened by then.
-      if (asOn && opened && opened > String(asOn)) {
-        return false;
-      }
-      return true;
-    });
-    this.matching =
-      this.statusFilter === 'ALL'
-        ? this.beforeStatus
-        : this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
-    this.showPage();
-  }
-
-  private showPage(): void {
-    const start = this.pageIndex * this.pageSize;
-    this.rows = this.matching.slice(start, start + this.pageSize);
-  }
-
-  onPageChange(event: PageEvent): void {
-    this.pageIndex = event.pageIndex;
-    this.pageSize = event.pageSize;
-    this.showPage();
-  }
-
-  toggleSearchType(): void {
-    this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
-    this.pageIndex = 0;
-    this.applyFilters();
-  }
-
-  clearSearch(): void {
-    this.searchControl.setValue('');
-  }
-
-  clearDateFilters(): void {
-    this.fromDateControl.setValue('', { emitEvent: false });
-    this.toDateControl.setValue('', { emitEvent: false });
-    this.asOnDateControl.setValue('', { emitEvent: false });
-    this.pageIndex = 0;
-    this.applyFilters();
-  }
-
-  viewAccount(account: any): void {
-    this.router.navigate([
-      '/accounts/dds-accounts',
-      account.id
-    ]);
-  }
-
-  getStatusClass(account: any): string {
-    switch (account?.status) {
-      case 'ACTIVE':
-        return 'status--active';
-      case 'CLOSED':
-        return 'status--closed';
-      default:
-        return 'status--default';
-    }
-  }
-}

src/app/deposits/dds-approvals/dds-approval-notice.ts

@@ -1,46 +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 { OrganizationService } from 'app/organization/organization.service';
-import { AlertService } from 'app/core/alert/alert.service';
-
-/**
- * Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
- * names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
- */
-export function heldForApproval(response: any): boolean {
-  return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
-}
-
-/**
- * Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
- * saying it was done. Nothing has moved yet, and a message that read as though it had would send them
- * looking for money that is still waiting on a manager.
- */
-export function announceHeldForApproval(
-  response: any,
-  what: string,
-  organizationService: OrganizationService,
-  alertService: AlertService
-): void {
-  const say = (voucherNo?: string) =>
-    alertService.alert({
-      type: 'Sent for Approval',
-      message:
-        `${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
-        'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
-    });
-  if (!response?.commandId) {
-    say();
-    return;
-  }
-  organizationService.getDdsApproval(response.commandId).subscribe({
-    next: (entry: any) => say(entry?.voucherNo),
-    error: () => say()
-  });
-}

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

@@ -1,265 +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/.
--->
-
-<!-- Laid out as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
-<div class="dri dri--dialog">
-  <nav class="cashier-nav cashier-nav--clerk">
-    <span class="dri-header-title">DDS {{ entry.type }} Review</span>
-    <span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
-  </nav>
-
-  @if (loading) {
-    <div class="dri-loading">
-      <mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
-      <span>Loading entry…</span>
-    </div>
-  } @else {
-    <div class="dri-body">
-      <!-- Header card: the voucher it moves under, its status, who made it and when -->
-      <div class="dri-card dri-card--header">
-        <div class="dri-card-header">
-          <div class="dri-card-header__left">
-            <span class="dri-voucher">{{ voucherNo || '—' }}</span>
-            <span class="dri-status" [ngClass]="statusClass(entry.status)">
-              {{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
-            </span>
-          </div>
-          <div class="dri-card-header__meta">
-            <span class="dri-meta-item">
-              <mat-icon>person</mat-icon>
-              {{ entry.makerName || entry.maker }} ({{ entry.maker }})
-            </span>
-            <span class="dri-meta-item">
-              <mat-icon>schedule</mat-icon>
-              {{ formatDateTime(entry.madeOn) }}
-            </span>
-            @if (entry.status !== 'PENDING' && entry.checker) {
-              <span class="dri-meta-item">
-                <mat-icon>check_circle</mat-icon>
-                Actioned by: {{ entry.checkerName || entry.checker }}
-              </span>
-            }
-          </div>
-        </div>
-      </div>
-
-      <!-- Summary -->
-      <div class="dri-card">
-        <div class="dri-section-title">
-          <mat-icon>swap_horiz</mat-icon>
-          {{ entry.type }} Summary
-        </div>
-        <div class="dri-detail-grid">
-          <div class="dri-detail-item">
-            <span class="dri-detail-label">Total Amount</span>
-            <span class="dri-detail-value dri-amount">
-              {{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
-            </span>
-          </div>
-          <div class="dri-detail-item">
-            <span class="dri-detail-label">DR Accounts</span>
-            <span class="dri-detail-value"
-              >{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
-            >
-          </div>
-          <div class="dri-detail-item">
-            <span class="dri-detail-label">CR Accounts</span>
-            <span class="dri-detail-value"
-              >{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
-            >
-          </div>
-          <div class="dri-detail-item dri-detail-item--full">
-            <span class="dri-detail-label">Details</span>
-            <span class="dri-detail-value">{{ entry.details || '—' }}</span>
-          </div>
-          @if (detail?.description) {
-            <div class="dri-detail-item dri-detail-item--full">
-              <span class="dri-detail-label">Description</span>
-              <span class="dri-detail-value">{{ detail.description }}</span>
-            </div>
-          }
-        </div>
-      </div>
-
-      <!-- Debit entries -->
-      @if (debitLines.length) {
-        <div class="dri-card">
-          <div class="dri-section-title">
-            <mat-icon>arrow_upward</mat-icon>
-            Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
-          </div>
-          <table class="dri-cr-table">
-            <thead>
-              <tr>
-                <th>#</th>
-                <th>Account No</th>
-                <th>Account Name</th>
-                <th>Type</th>
-                <th class="num">Amount (DR)</th>
-              </tr>
-            </thead>
-            <tbody>
-              @for (line of debitLines; track $index; let i = $index) {
-                <tr>
-                  <td class="dri-cr-idx">{{ i + 1 }}</td>
-                  <td class="cell-mono">{{ line.accountNo || '—' }}</td>
-                  <td>{{ line.accountName || '—' }}</td>
-                  <td>
-                    <span class="dri-type-badge">{{ line.type || '—' }}</span>
-                  </td>
-                  <td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
-                </tr>
-              }
-              <tr class="dri-cr-total-row">
-                <td colspan="4" class="dri-cr-total-label">Total Debit</td>
-                <td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
-              </tr>
-            </tbody>
-          </table>
-        </div>
-      }
-
-      <!-- Credit entries -->
-      @if (creditLines.length) {
-        <div class="dri-card">
-          <div class="dri-section-title">
-            <mat-icon>arrow_downward</mat-icon>
-            Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
-          </div>
-          <table class="dri-cr-table">
-            <thead>
-              <tr>
-                <th>#</th>
-                <th>Account No</th>
-                <th>Account Name</th>
-                <th>Type</th>
-                <th class="num">Amount (CR)</th>
-              </tr>
-            </thead>
-            <tbody>
-              @for (line of creditLines; track $index; let i = $index) {
-                <tr>
-                  <td class="dri-cr-idx">{{ i + 1 }}</td>
-                  <td class="cell-mono">{{ line.accountNo || '—' }}</td>
-                  <td>{{ line.accountName || '—' }}</td>
-                  <td>
-                    <span class="dri-type-badge">{{ line.type || '—' }}</span>
-                  </td>
-                  <td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
-                </tr>
-              }
-              <tr class="dri-cr-total-row">
-                <td colspan="4" class="dri-cr-total-label">Total Credit</td>
-                <td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
-              </tr>
-            </tbody>
-          </table>
-        </div>
-      }
-
-      @if (entry.status === 'PENDING' && isMine && !done) {
-        <div class="dri-card dri-card--processing">
-          <div class="dri-section-title">
-            <mat-icon>info</mat-icon>
-            Your own entry
-          </div>
-          <p class="dri-processing-text">
-            You made this entry, so another user with checker rights has to approve or reject it.
-          </p>
-        </div>
-      }
-
-      @if (entry.status === 'REJECTED') {
-        <div class="dri-card dri-card--rejected">
-          <div class="dri-section-title">
-            <mat-icon>cancel</mat-icon>
-            Rejected
-          </div>
-          <p class="dri-rejection-text">
-            Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
-          </p>
-          @if (entry.checker) {
-            <div class="dri-meta-item" style="margin-top: 8px">
-              <mat-icon>manage_accounts</mat-icon>
-              {{ entry.checker }}
-            </div>
-          }
-        </div>
-      }
-
-      @if (entry.status === 'APPROVED') {
-        <div class="dri-card dri-card--approved">
-          <div class="dri-section-title">
-            <mat-icon>check_circle</mat-icon>
-            Approved and carried out
-          </div>
-          <p class="dri-txn-refs cell-mono">
-            {{
-              voucherNo
-                ? 'Voucher ' + voucherNo
-                : entry.entity === 'DDSBATCH'
-                  ? 'Posting is running - refresh for its voucher'
-                  : '—'
-            }}
-          </p>
-          <div class="dri-meta-item" style="margin-top: 8px">
-            <mat-icon>manage_accounts</mat-icon>
-            Approved by: {{ entry.checker || '—' }}
-          </div>
-        </div>
-      }
-
-      @if (error) {
-        <div class="dri-card dri-card--failed">
-          <div class="dri-section-title">
-            <mat-icon>error</mat-icon>
-            Could not complete
-          </div>
-          <p class="dri-rejection-text">{{ error }}</p>
-        </div>
-      }
-
-      @if (entry.status === 'PENDING' && !done) {
-        <div class="dri-actions">
-          @if (!confirmReject) {
-            <button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
-              <mat-icon>check_circle</mat-icon>
-              {{ working ? 'Processing…' : 'Approve ' + entry.type }}
-            </button>
-            <button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
-              <mat-icon>cancel</mat-icon>
-              Reject
-            </button>
-          } @else {
-            <div class="dri-reject-form">
-              <label class="dri-reject-label">
-                Reject this entry? Nothing will be done{{
-                  voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
-                }}.
-              </label>
-              <div class="dri-reject-actions">
-                <button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
-                  <mat-icon>cancel</mat-icon>
-                  {{ working ? 'Processing…' : 'Confirm Rejection' }}
-                </button>
-                <button
-                  type="button"
-                  class="dri-btn dri-btn--ghost"
-                  [disabled]="working"
-                  (click)="confirmReject = false"
-                >
-                  Cancel
-                </button>
-              </div>
-            </div>
-          }
-        </div>
-      }
-    </div>
-  }
-</div>

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

@@ -1,148 +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, OnInit, inject } from '@angular/core';
-import { CommonModule } from '@angular/common';
-import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
-import { MatIconModule } from '@angular/material/icon';
-
-import { OrganizationService } from 'app/organization/organization.service';
-
-/**
- * One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
- * top, who made it and when, then the debit and credit entries it moves - and styled by the same
- * sheet, so a checker reads both queues the same way.
- *
- * The checker approves it, which carries it out under the voucher numbered when it was sent, or
- * rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
- * made the entry, and the server refuses it as well.
- */
-@Component({
-  selector: 'mifosx-dds-approval-review',
-  templateUrl: './dds-approval-review.component.html',
-  styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
-  standalone: true,
-  imports: [
-    CommonModule,
-    MatDialogModule,
-    MatIconModule
-  ]
-})
-export class DdsApprovalReviewComponent implements OnInit {
-  private organizationService = inject(OrganizationService);
-  private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
-  data = inject<any>(MAT_DIALOG_DATA);
-
-  entry: any = this.data.entry;
-  /** The entry in full, with the debit and credit sides it moves. */
-  detail: any = null;
-  loading = true;
-  working = false;
-  confirmReject = false;
-  done = false;
-  error = '';
-  /** Set by an approval, in case the list row did not carry the number yet. */
-  approvedVoucher = '';
-
-  ngOnInit(): void {
-    this.load();
-  }
-
-  private load(): void {
-    this.organizationService.getDdsApproval(this.entry.id).subscribe({
-      next: (detail: any) => {
-        this.detail = detail;
-        this.entry = { ...this.entry, ...detail };
-        this.loading = false;
-      },
-      error: () => (this.loading = false)
-    });
-  }
-
-  get voucherNo(): string {
-    return this.approvedVoucher || this.entry?.voucherNo || '';
-  }
-
-  get debitLines(): any[] {
-    return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
-  }
-
-  get creditLines(): any[] {
-    return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
-  }
-
-  total(lines: any[]): number {
-    return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
-  }
-
-  get isMine(): boolean {
-    return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
-  }
-
-  get canAct(): boolean {
-    return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
-  }
-
-  statusClass(status: string): string {
-    const map: Record<string, string> = {
-      PENDING: 'dri-status--pending',
-      APPROVED: 'dri-status--approved',
-      REJECTED: 'dri-status--rejected'
-    };
-    return map[status] ?? '';
-  }
-
-  act(command: 'approve' | 'reject'): void {
-    this.working = true;
-    this.error = '';
-    this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
-      next: (result: any) => {
-        this.working = false;
-        this.done = true;
-        this.approvedVoucher = result?.voucherNo || '';
-        this.entry = {
-          ...this.entry,
-          status: command === 'approve' ? 'APPROVED' : 'REJECTED',
-          voucherCancelled: command === 'reject' && !!this.voucherNo
-        };
-        // The approved entry's sides are now the voucher's own lines.
-        this.load();
-      },
-      error: (err: any) => {
-        this.working = false;
-        const body = err?.error;
-        this.error =
-          body?.errors?.[0]?.defaultUserMessage ||
-          body?.defaultUserMessage ||
-          body?.developerMessage ||
-          'Could not complete this.';
-      }
-    });
-  }
-
-  /** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
-  formatDateTime(val: any): string {
-    if (!val) {
-      return '—';
-    }
-    const d = new Date(String(val).replace(' ', 'T'));
-    return isNaN(d.getTime())
-      ? String(val)
-      : d.toLocaleString('en-IN', {
-          day: '2-digit',
-          month: 'short',
-          year: 'numeric',
-          hour: '2-digit',
-          minute: '2-digit'
-        });
-  }
-
-  close(): void {
-    this.dialogRef.close(this.done);
-  }
-}

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

@@ -1,176 +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="cv-tab-content wri-tab">
-  <div class="wri-action-bar">
-    <div class="wri-action-bar__left">
-      <mat-icon class="wri-action-bar__icon">savings</mat-icon>
-      <div>
-        <div class="wri-action-bar__title">DDS Approvals</div>
-        <div class="wri-action-bar__sub">
-          Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
-        </div>
-      </div>
-    </div>
-  </div>
-
-  <div class="wri-filter-bar">
-    <select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
-      @for (opt of statusOptions; track opt.value) {
-        <option [value]="opt.value">{{ opt.label }}</option>
-      }
-    </select>
-
-    <span class="wri-fb-sep"></span>
-
-    <div class="wri-presets">
-      @for (p of datePresets; track p.key) {
-        <button
-          type="button"
-          class="wri-preset-chip"
-          [class.wri-preset-chip--active]="activePreset === p.key"
-          (click)="applyPreset(p.key)"
-        >
-          {{ p.label }}
-        </button>
-      }
-    </div>
-
-    <span class="wri-fb-sep"></span>
-
-    <div class="wri-date-range">
-      <div class="wri-date-box">
-        <span class="wri-date-box__lbl">From</span>
-        <input
-          class="wri-date-box__input"
-          [matDatepicker]="fromPicker"
-          [(ngModel)]="fromDate"
-          [max]="maxDate"
-          (dateChange)="onFromDateChange()"
-          readonly
-        />
-        <button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
-          <mat-icon>event</mat-icon>
-        </button>
-        <mat-datepicker #fromPicker></mat-datepicker>
-      </div>
-      <span class="wri-date-range__sep">—</span>
-      <div class="wri-date-box">
-        <span class="wri-date-box__lbl">To</span>
-        <input
-          class="wri-date-box__input"
-          [matDatepicker]="toPicker"
-          [(ngModel)]="toDate"
-          [min]="fromDate"
-          [max]="maxDate"
-          (dateChange)="onToDateChange()"
-          readonly
-        />
-        <button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
-          <mat-icon>event</mat-icon>
-        </button>
-        <mat-datepicker #toPicker></mat-datepicker>
-      </div>
-    </div>
-
-    <button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
-      <mat-icon>refresh</mat-icon>
-    </button>
-  </div>
-
-  @if (loading) {
-    <div class="empty-state">
-      <p class="empty-title">Loading…</p>
-    </div>
-  } @else if (loaded && entries.length === 0) {
-    <div class="empty-state">
-      <i class="fas fa-inbox empty-icon"></i>
-      <p class="empty-title">No DDS entries</p>
-      <p class="empty-text">
-        @if (filterStatus === 'PENDING') {
-          There are no DDS entries waiting for approval.
-        } @else {
-          No {{ filterStatus | lowercase }} DDS entries found.
-        }
-      </p>
-    </div>
-  } @else {
-    <div class="wri-table-wrap">
-      <table class="wri-table">
-        <thead>
-          <tr>
-            <th class="wri-th-id">Voucher No</th>
-            <th>Type</th>
-            <th>Account / Details</th>
-            <th class="num">Amount</th>
-            <th>Entries</th>
-            <th>Clerk</th>
-            <th>Reviewed By</th>
-            <th>Submitted At</th>
-            <th>Status</th>
-            <th class="wri-th-action">Action</th>
-          </tr>
-        </thead>
-        <tbody>
-          @for (e of pagedEntries; track e.id) {
-            <tr class="wri-row" (click)="review(e)">
-              <td class="cell-mono wri-voucher">
-                {{ e.voucherNo || '—' }}
-                @if (e.voucherCancelled) {
-                  <span class="wri-gl-name">(cancelled)</span>
-                }
-              </td>
-              <td>
-                <span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
-              </td>
-              <td>
-                <span class="wri-gl-name">{{ e.details || '—' }}</span>
-              </td>
-              <td class="num wri-amount">
-                {{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
-              </td>
-              <td class="wri-credit-count">
-                @if (e.entries) {
-                  <span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
-                } @else {
-                  —
-                }
-              </td>
-              <td>
-                {{ e.makerName || e.maker || '—' }}
-                @if (isMine(e) && e.status === 'PENDING') {
-                  <span class="wri-gl-name">(you)</span>
-                }
-              </td>
-              <td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
-              <td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
-              <td>
-                <span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
-              </td>
-              <td class="wri-action-cell" (click)="$event.stopPropagation()">
-                <button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
-                  <mat-icon>rate_review</mat-icon>
-                  Review
-                </button>
-              </td>
-            </tr>
-          }
-        </tbody>
-      </table>
-    </div>
-
-    <mat-paginator
-      [length]="entries.length"
-      [pageSize]="pageSize"
-      [pageSizeOptions]="pageSizeOptions"
-      [pageIndex]="pageIndex"
-      showFirstLastButtons
-      (page)="onPageChange($event)"
-    ></mat-paginator>
-  }
-</div>

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

@@ -1,215 +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, OnInit, inject } from '@angular/core';
-import { CommonModule } from '@angular/common';
-import { FormsModule } from '@angular/forms';
-import { MatIconModule } from '@angular/material/icon';
-import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
-import { MatDialog } from '@angular/material/dialog';
-import { MatNativeDateModule } from '@angular/material/core';
-import { MatDatepickerModule } from '@angular/material/datepicker';
-import { catchError } from 'rxjs/operators';
-import { of } from 'rxjs';
-
-import { OrganizationService } from 'app/organization/organization.service';
-import { SettingsService } from 'app/settings/settings.service';
-import { AuthenticationService } from 'app/core/authentication/authentication.service';
-import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
-
-/**
- * Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
- * it does, on which accounts, for how much - and, once approved, the voucher it moved under.
- *
- * Laid out like Disbursement & Transfers beside it, and sharing its styles, so the two queues read the
- * same way. The entries are the platform's own maker-checker entries; approving one here carries it out.
- */
-@Component({
-  selector: 'mifosx-dds-approvals',
-  templateUrl: './dds-approvals.component.html',
-  styleUrls: ['../../tasks/checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component.scss'],
-  standalone: true,
-  imports: [
-    CommonModule,
-    FormsModule,
-    MatIconModule,
-    MatPaginatorModule,
-    MatNativeDateModule,
-    MatDatepickerModule
-  ]
-})
-export class DdsApprovalsComponent implements OnInit {
-  private organizationService = inject(OrganizationService);
-  private settingsService = inject(SettingsService);
-  private authenticationService = inject(AuthenticationService);
-  private dialog = inject(MatDialog);
-
-  entries: any[] = [];
-  pageSize = 20;
-  pageIndex = 0;
-  readonly pageSizeOptions = [
-    10,
-    20,
-    50
-  ];
-
-  /** The page of entries on screen. */
-  get pagedEntries(): any[] {
-    const start = this.pageIndex * this.pageSize;
-    return this.entries.slice(start, start + this.pageSize);
-  }
-
-  onPageChange(event: PageEvent): void {
-    this.pageSize = event.pageSize;
-    this.pageIndex = event.pageIndex;
-  }
-  filterStatus = 'PENDING';
-  fromDate: Date | null = null;
-  toDate: Date | null = null;
-  maxDate!: Date;
-  activePreset = 'today';
-  loading = false;
-  loaded = false;
-
-  readonly currentUserId = this.authenticationService.getCredentials()?.userId;
-
-  readonly statusOptions = [
-    { value: 'PENDING', label: 'Pending' },
-    { value: 'APPROVED', label: 'Approved' },
-    { value: 'REJECTED', label: 'Rejected' }
-  ];
-
-  readonly datePresets = [
-    { key: 'today', label: 'Today' },
-    { key: 'week', label: 'This Week' },
-    { key: 'month', label: 'This Month' },
-    { key: 'all', label: 'All' }
-  ];
-
-  ngOnInit(): void {
-    const today = new Date(this.settingsService.businessDate || new Date());
-    today.setHours(0, 0, 0, 0);
-    this.maxDate = today;
-    this.applyPreset('today');
-  }
-
-  load(): void {
-    this.loading = true;
-    this.organizationService
-      .getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
-      .pipe(catchError(() => of([])))
-      .subscribe((rows: any) => {
-        this.entries = Array.isArray(rows) ? rows : [];
-        this.pageIndex = 0;
-        this.loading = false;
-        this.loaded = true;
-      });
-  }
-
-  onFilterChange(): void {
-    this.load();
-  }
-
-  onFromDateChange(): void {
-    this.activePreset = '';
-    if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
-      this.toDate = new Date(this.fromDate);
-    }
-    this.load();
-  }
-
-  onToDateChange(): void {
-    this.activePreset = '';
-    this.load();
-  }
-
-  applyPreset(key: string): void {
-    this.activePreset = key;
-    const today = new Date(this.settingsService.businessDate || new Date());
-    today.setHours(0, 0, 0, 0);
-    if (key === 'today') {
-      this.fromDate = new Date(today);
-      this.toDate = new Date(today);
-    } else if (key === 'week') {
-      const start = new Date(today);
-      start.setDate(today.getDate() - today.getDay());
-      this.fromDate = start;
-      this.toDate = new Date(today);
-    } else if (key === 'month') {
-      this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
-      this.toDate = new Date(today);
-    } else {
-      this.fromDate = null;
-      this.toDate = null;
-    }
-    this.load();
-  }
-
-  review(entry: any): void {
-    this.dialog
-      .open(DdsApprovalReviewComponent, { data: { entry, currentUserId: this.currentUserId }, autoFocus: false })
-      .afterClosed()
-      // However the dialog was closed - its Close button, a click outside, Esc - the list is read
-      // again, so an entry just approved or rejected leaves the Pending list at once.
-      .subscribe(() => this.load());
-  }
-
-  /** Whose entry it is - a checker cannot pass their own. */
-  isMine(entry: any): boolean {
-    return !!this.currentUserId && Number(entry.makerId) === Number(this.currentUserId);
-  }
-
-  statusClass(status: string): string {
-    const map: Record<string, string> = {
-      PENDING: 'wri-status--pending',
-      APPROVED: 'wri-status--approved',
-      REJECTED: 'wri-status--rejected'
-    };
-    return map[status] ?? '';
-  }
-
-  typeColor(entry: any): string {
-    const map: Record<string, string> = {
-      Transfer: '#e3f2fd',
-      'Apply Receipt': '#fce4ec'
-    };
-    if (String(entry.type).startsWith('Premature')) {
-      return '#fff3e0';
-    }
-    if (String(entry.type).startsWith('Maturity')) {
-      return '#e8f5e9';
-    }
-    if (String(entry.type).startsWith('Post')) {
-      return '#ede7f6';
-    }
-    return map[entry.type] ?? '#f5f5f5';
-  }
-
-  formatDateTime(val: any): string {
-    if (!val) {
-      return '—';
-    }
-    const d = new Date(String(val).replace(' ', 'T'));
-    return isNaN(d.getTime())
-      ? String(val)
-      : d.toLocaleString('en-IN', {
-          day: '2-digit',
-          month: 'short',
-          year: 'numeric',
-          hour: '2-digit',
-          minute: '2-digit'
-        });
-  }
-
-  private isoDate(d: Date | null): string | undefined {
-    if (!d) {
-      return undefined;
-    }
-    return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
-  }
-}

src/app/deposits/dds-reports/dds-reports.component.html

@@ -1,33 +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="dr-container">
-  <div class="dr-header">
-    <button mat-stroked-button [routerLink]="['../']" class="dr-back">
-      <i class="fas fa-arrow-left"></i> Deposits
-    </button>
-    <h2 class="dr-header__title">DDS Reports</h2>
-  </div>
-
-  @for (group of reportGroups; track group.title) {
-    <div class="dr-group">
-      <div class="dr-group__title">{{ group.title }}</div>
-      <div class="dr-grid">
-        @for (report of group.reports; track report) {
-          <a class="dr-card" [routerLink]="['view', report]">
-            <div class="dr-card__icon">
-              <i class="fas fa-file-alt"></i>
-            </div>
-            <div class="dr-card__title">{{ report }}</div>
-            <i class="fas fa-chevron-right dr-card__arrow"></i>
-          </a>
-        }
-      </div>
-    </div>
-  }
-</div>

src/app/deposits/dds-reports/dds-reports.component.scss

@@ -1,97 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-$primary: #0f766e;
-
-.dr-container {
-  max-width: 1080px;
-  margin: 0 auto;
-  padding: 24px 16px;
-}
-
-.dr-header {
-  display: flex;
-  align-items: center;
-  gap: 16px;
-  margin-bottom: 24px;
-
-  &__title {
-    margin: 0;
-    font-size: 22px;
-    font-weight: 500;
-  }
-}
-
-.dr-back {
-  color: $primary;
-}
-
-.dr-group {
-  margin-bottom: 24px;
-
-  &__title {
-    font-size: 13px;
-    text-transform: uppercase;
-    letter-spacing: 0.05em;
-    color: $primary;
-    font-weight: 700;
-    margin-bottom: 10px;
-  }
-}
-
-.dr-grid {
-  display: grid;
-  grid-template-columns: repeat(3, 1fr);
-  gap: 12px;
-}
-
-.dr-card {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-  background: var(--md-sys-color-surface, #fff);
-  border: 1px solid rgb(0 0 0 / 8%);
-  border-radius: 8px;
-  padding: 12px 14px;
-  text-decoration: none;
-  color: inherit;
-  transition: box-shadow 0.15s ease;
-
-  &:hover {
-    box-shadow: 0 2px 8px rgb(0 0 0 / 10%);
-  }
-
-  &__icon {
-    color: $primary;
-    font-size: 16px;
-    flex: none;
-  }
-
-  &__title {
-    flex: 1;
-    font-size: 13px;
-    font-weight: 500;
-  }
-
-  &__arrow {
-    color: rgb(0 0 0 / 30%);
-    font-size: 12px;
-  }
-}
-
-@media (width <= 900px) {
-  .dr-grid {
-    grid-template-columns: repeat(2, 1fr);
-  }
-}
-
-@media (width <= 600px) {
-  .dr-grid {
-    grid-template-columns: 1fr;
-  }
-}

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

@@ -1,73 +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/.
- */
-
-/** Angular Imports */
-import { Component } from '@angular/core';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/**
- * DDS Reports hub component.
- *
- * Lists every DDS report from the legacy Reports menu, grouped the same
- * way (As-On-Date, Interest, Daily/Balance/Master, Transaction). Each
- * links to the shared report viewer, parameterised by report name.
- *
- * UI only for now: no report actually queries the backend yet — see
- * ReportViewerComponent.
- */
-@Component({
-  selector: 'mifosx-dds-reports',
-  templateUrl: './dds-reports.component.html',
-  styleUrls: ['./dds-reports.component.scss'],
-  imports: [...STANDALONE_SHARED_IMPORTS]
-})
-export class DdsReportsComponent {
-  reportGroups = [
-    {
-      title: 'As On Date',
-      reports: [
-        'Supplementary-DDS (As On)',
-        'Agent Check List',
-        'Party Check List-As On',
-        'Party Balance',
-        'Agent Wise Balance',
-        'Agent Wise Monthly Collection',
-        'Commission Register',
-        'Collection Summary Agent Wise',
-        'Close Party Ac Register',
-        'Agent Partywise Daily Collection',
-        'Daily Collection Balance',
-        'Interest Certificate',
-        'Mature Date Wise Report'
-      ]
-    },
-    {
-      title: 'Interest',
-      reports: [
-        'Party Int. Register',
-        'Commission Register'
-      ]
-    },
-    {
-      title: 'Daily / Balance / Master',
-      reports: [
-        'Daily Collection Report',
-        'Balance Summary',
-        'Master Data Export'
-      ]
-    },
-    {
-      title: 'Transaction',
-      reports: ['Transaction Register']
-    },
-    {
-      title: 'Statements',
-      reports: ['Agent Commission Statement']
-    }
-  ];
-}

src/app/deposits/dds-reports/report-viewer/report-viewer.component.html

@@ -1,148 +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="rv-container">
-  <div class="rv-header">
-    <button mat-stroked-button [routerLink]="['../../']" class="rv-back">
-      <i class="fas fa-arrow-left"></i> DDS Reports
-    </button>
-    <h2 class="rv-header__title">{{ reportName }}</h2>
-  </div>
-
-  <div class="rv-card">
-    <form [formGroup]="filterForm">
-      <!-- Only the filters this report's query actually reads are offered. One that changed nothing
-           would read as a report ignoring what it was asked. -->
-      @if (!hasNoFilters) {
-        <div class="rv-grid">
-          @if (usesDate) {
-          <mat-form-field appearance="outline" class="rv-field">
-            <mat-label>{{ dateLabel }} — from</mat-label>
-            <input matInput required [matDatepicker]="fromPicker" formControlName="fromDate" />
-            <mat-datepicker-toggle matIconSuffix [for]="fromPicker"></mat-datepicker-toggle>
-            <mat-datepicker #fromPicker></mat-datepicker>
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="rv-field">
-            <mat-label>{{ dateLabel }} — to</mat-label>
-            <input matInput required [matDatepicker]="toPicker" formControlName="toDate" />
-            <mat-datepicker-toggle matIconSuffix [for]="toPicker"></mat-datepicker-toggle>
-            <mat-datepicker #toPicker></mat-datepicker>
-          </mat-form-field>
-        }
-
-        @if (usesAgent) {
-          <mat-form-field appearance="outline" class="rv-field">
-            <mat-label>Agent From</mat-label>
-            <input matInput type="number" formControlName="agentFrom" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="rv-field">
-            <mat-label>Agent To</mat-label>
-            <input matInput type="number" formControlName="agentTo" />
-          </mat-form-field>
-        }
-
-        @if (usesParty) {
-          <mat-form-field appearance="outline" class="rv-field">
-            <mat-label>Party From</mat-label>
-            <input matInput type="number" formControlName="partyFrom" />
-          </mat-form-field>
-
-          <mat-form-field appearance="outline" class="rv-field">
-            <mat-label>Party To</mat-label>
-            <input matInput type="number" formControlName="partyTo" />
-          </mat-form-field>
-          }
-        </div>
-      }
-
-      <div class="rv-action-bar">
-        <button mat-raised-button type="button" (click)="exit()">Exit</button>
-        <!-- A report with nothing to fill in has already run itself; the button then only offers to
-             fetch the figures again, which is what it is called. -->
-        <button mat-raised-button color="primary" type="button" [disabled]="filterForm.invalid" (click)="runReport()">
-          <i class="fas" [class.fa-play]="!hasNoFilters" [class.fa-rotate-right]="hasNoFilters"></i>
-          {{ hasNoFilters ? 'Refresh' : 'Run Report' }}
-        </button>
-      </div>
-
-      @if (hasRun) {
-        <div class="rv-results">
-          @if (!available) {
-            <p class="rv-empty">{{ unavailableMessage }}</p>
-          } @else if (rows.length === 0) {
-            <p class="rv-empty">No rows matched these filters.</p>
-          } @else {
-            <!-- Laid out as the legacy statement printed it: a heading naming the report and the
-                 period, numbered rows, and a total under every money column. -->
-            <div class="rv-statement">
-              <div class="rv-statement__head">
-                <h3 class="rv-statement__title">{{ reportName }}</h3>
-                @if (usesDate) {
-                  <p class="rv-statement__period">
-                    {{ dateLabel | lowercase }} {{ ranFromDate | dateFormat }} and
-                    {{ ranToDate | dateFormat }}
-                  </p>
-                } @else {
-                  <p class="rv-statement__period">as on {{ ranOnDate | dateFormat }}</p>
-                }
-                <button mat-stroked-button type="button" class="rv-print" (click)="print()">
-                  <i class="fas fa-print"></i> Print
-                </button>
-              </div>
-
-              <div class="rv-table-scroll">
-                <table class="rv-table">
-                  <thead>
-                    <tr>
-                      <th class="rv-sr">#</th>
-                      @for (column of columns; track column) {
-                        <th [class.rv-num]="isAmountColumn(column)">{{ column }}</th>
-                      }
-                    </tr>
-                  </thead>
-                  <tbody>
-                    @for (row of rows; track $index) {
-                      <tr>
-                        <td class="rv-sr">{{ $index + 1 }}</td>
-                        @for (column of columns; track column) {
-                          <td [class.rv-num]="isAmountColumn(column)">{{ cell(row, column) }}</td>
-                        }
-                      </tr>
-                    }
-                  </tbody>
-                  @if (hasTotalledColumn) {
-                    <tfoot>
-                      <tr>
-                        <td class="rv-sr"></td>
-                        @for (column of columns; track column; let first = $first) {
-                          <td [class.rv-num]="isAmountColumn(column)">
-                            @if (first) {
-                              Total :
-                            } @else if (isTotalledColumn(column)) {
-                              {{ columnTotal(column) }}
-                            }
-                          </td>
-                        }
-                      </tr>
-                    </tfoot>
-                  }
-                </table>
-              </div>
-
-              <p class="rv-statement__count">
-                {{ rows.length }} {{ rows.length === 1 ? 'row' : 'rows' }}
-              </p>
-            </div>
-          }
-        </div>
-      }
-    </form>
-  </div>
-</div>

src/app/deposits/dds-reports/report-viewer/report-viewer.component.scss

@@ -1,190 +0,0 @@
-/**
- * Copyright since 2025 Mifos Initiative
- *
- * This Source Code Form is subject to the terms of the Mozilla Public
- * License, v. 2.0. If a copy of the MPL was not distributed with this
- * file, You can obtain one at http://mozilla.org/MPL/2.0/.
- */
-
-$primary: #0f766e;
-
-.rv-container {
-  max-width: 1100px;
-  margin: 0 auto;
-  padding: 24px 16px;
-}
-
-.rv-header {
-  display: flex;
-  align-items: center;
-  gap: 16px;
-  margin-bottom: 20px;
-
-  &__title {
-    margin: 0;
-    font-size: 22px;
-    font-weight: 500;
-  }
-}
-
-.rv-back {
-  color: $primary;
-}
-
-.rv-card {
-  background: var(--md-sys-color-surface, #fff);
-  border-radius: 8px;
-  box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
-  padding: 20px 24px 24px;
-}
-
-.rv-grid {
-  display: grid;
-  grid-template-columns: repeat(3, 1fr);
-  gap: 8px 16px;
-}
-
-.rv-field {
-  width: 100%;
-}
-
-.rv-action-bar {
-  display: flex;
-  justify-content: flex-end;
-  gap: 12px;
-  margin-top: 20px;
-  padding-top: 16px;
-  border-top: 1px solid rgb(0 0 0 / 8%);
-}
-
-.rv-results {
-  margin-top: 20px;
-  padding-top: 16px;
-  border-top: 1px solid rgb(0 0 0 / 8%);
-}
-
-.rv-empty {
-  color: rgb(0 0 0 / 50%);
-  font-size: 14px;
-  margin: 0;
-  text-align: center;
-  padding: 24px 0;
-}
-
-.rv-table-scroll {
-  overflow-x: auto;
-}
-
-.rv-table {
-  width: 100%;
-  border-collapse: collapse;
-  white-space: nowrap;
-
-  th {
-    text-align: left;
-    font-size: 13px;
-    text-transform: uppercase;
-    letter-spacing: 0.04em;
-    color: rgb(0 0 0 / 55%);
-    padding: 8px 10px;
-    border-bottom: 2px solid rgb(0 0 0 / 10%);
-  }
-
-  td {
-    padding: 8px 10px;
-    border-bottom: 1px solid rgb(0 0 0 / 6%);
-  }
-
-  /* Figures line up column-wise so a wrong order of magnitude is visible at a glance. */
-  .rv-num {
-    text-align: right;
-    font-variant-numeric: tabular-nums;
-  }
-
-  /* The row number down the left, as the printed statement carried it. */
-  .rv-sr {
-    width: 1%;
-    color: rgb(0 0 0 / 45%);
-    font-style: italic;
-    font-variant-numeric: tabular-nums;
-  }
-
-  tfoot td {
-    border-bottom: none;
-    border-top: 2px solid rgb(0 0 0 / 20%);
-    font-weight: 600;
-    padding-top: 10px;
-  }
-}
-
-/* ---- the statement block: heading, table, footer count ---- */
-
-.rv-action-bar i {
-  margin-right: 6px;
-}
-
-.rv-statement__head {
-  display: flex;
-  align-items: baseline;
-  flex-wrap: wrap;
-  gap: 4px 12px;
-  margin-bottom: 14px;
-}
-
-.rv-statement__title {
-  margin: 0;
-  font-size: 17px;
-  font-weight: 600;
-  flex: 0 0 auto;
-}
-
-.rv-statement__period {
-  margin: 0;
-  font-size: 13px;
-  color: rgb(0 0 0 / 55%);
-}
-
-.rv-print {
-  margin-left: auto;
-
-  i {
-    margin-right: 6px;
-  }
-}
-
-.rv-statement__count {
-  margin: 10px 0 0;
-  font-size: 12px;
-  color: rgb(0 0 0 / 45%);
-  text-align: right;
-}
-
-/* Printing a statement should give the statement, not the screen around it. */
-@media print {
-  .rv-header,
-  .rv-grid,
-  .rv-action-bar,
-  .rv-print {
-    display: none !important;
-  }
-
-  .rv-card {
-    box-shadow: none;
-    padding: 0;
-  }
-
-  .rv-table-scroll {
-    overflow-x: visible;
-  }
-
-  .rv-table {
-    white-space: normal;
-    font-size: 11px;
-  }
-}
-
-@media (width <= 900px) {
-  .rv-grid {
-    grid-template-columns: repeat(2, 1fr);
-  }
-}

src/app/deposits/dds-reports/report-viewer/report-viewer.component.ts

@@ -1,346 +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/.
- */
-
-/** Angular Imports */
-import { Component, OnInit, inject } from '@angular/core';
-import { ActivatedRoute, Router } from '@angular/router';
-import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
-import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
-
-/** Custom Services */
-import { OrganizationService } from 'app/organization/organization.service';
-import { Dates } from 'app/core/utils/dates';
-
-/**
- * Generic DDS report viewer.
- *
- * One shared screen for all 13+ DDS reports — the report name comes from
- * the route and is mapped to a backend report key. Every report in the
- * legacy system shared the same basic filter shape (date, agent range,
- * party range), so this avoids building a bespoke screen per report - the
- * backend returns a generic {columns, rows} shape this renders as one
- * table regardless of which report it is.
- *
- * One legacy report (Close Party Ac Register) has no corresponding data in
- * the backend yet - Party accounts have no closed/open status at all. Run
- * Report still calls through, and the backend's `available: false` +
- * message is shown instead of a table.
- */
-@Component({
-  selector: 'mifosx-dds-report-viewer',
-  templateUrl: './report-viewer.component.html',
-  styleUrls: ['./report-viewer.component.scss'],
-  imports: [...STANDALONE_SHARED_IMPORTS]
-})
-export class ReportViewerComponent implements OnInit {
-  private route = inject(ActivatedRoute);
-  private router = inject(Router);
-  private formBuilder = inject(UntypedFormBuilder);
-  private organizationService = inject(OrganizationService);
-  private dateUtils = inject(Dates);
-
-  private static readonly REPORT_KEYS: Record<string, string> = {
-    'Supplementary-DDS (As On)': 'SUPPLEMENTARY_DDS',
-    'Agent Check List': 'AGENT_CHECK_LIST',
-    'Party Check List-As On': 'PARTY_CHECK_LIST',
-    'Party Balance': 'PARTY_BALANCE',
-    'Agent Wise Balance': 'AGENT_WISE_BALANCE',
-    'Agent Wise Monthly Collection': 'AGENT_WISE_MONTHLY_COLLECTION',
-    'Commission Register': 'COMMISSION_REGISTER',
-    'Collection Summary Agent Wise': 'COLLECTION_SUMMARY_AGENT_WISE',
-    'Close Party Ac Register': 'CLOSE_PARTY_AC_REGISTER',
-    'Agent Partywise Daily Collection': 'AGENT_PARTYWISE_DAILY_COLLECTION',
-    'Daily Collection Balance': 'DAILY_COLLECTION_REPORT',
-    'Interest Certificate': 'INTEREST_CERTIFICATE',
-    'Mature Date Wise Report': 'MATURE_DATE_WISE',
-    'Party Int. Register': 'PARTY_INTEREST_REGISTER',
-    'Daily Collection Report': 'DAILY_COLLECTION_REPORT',
-    'Balance Summary': 'BALANCE_SUMMARY',
-    'Master Data Export': 'MASTER_DATA_EXPORT',
-    'Transaction Register': 'TRANSACTION_REGISTER',
-    'Agent Commission Statement': 'AGENT_COMMISSION_STATEMENT'
-  };
-
-  /**
-   * Which filters each report actually uses, and what its date range means.
-   *
-   * Every report used to be offered the same six filters whether it read them or not — so a date
-   * range could be typed on the Agent Check List, which has no date in its query at all, and the
-   * same rows would come back however it was set. A filter that changes nothing is worse than no
-   * filter: it reads as a report that ignores what it was asked.
-   *
-   * Kept in step with the backend by hand; the source of truth is the switch in
-   * `DdsReportReadPlatformServiceImpl.runReport`.
-   */
-  private static readonly REPORT_FILTERS: Record<string, { date?: string; agent?: boolean; party?: boolean }> = {
-    AGENT_CHECK_LIST: {},
-    PARTY_CHECK_LIST: { agent: true, party: true },
-    PARTY_BALANCE: { agent: true, party: true },
-    AGENT_WISE_BALANCE: { agent: true },
-    BALANCE_SUMMARY: { agent: true, party: true },
-    MASTER_DATA_EXPORT: { agent: true, party: true },
-
-    AGENT_WISE_MONTHLY_COLLECTION: { date: 'Collected between', agent: true },
-    COLLECTION_SUMMARY_AGENT_WISE: { date: 'Collected between', agent: true },
-    DAILY_COLLECTION_REPORT: { date: 'Collected between', agent: true },
-    AGENT_PARTYWISE_DAILY_COLLECTION: { date: 'Collected between', agent: true, party: true },
-    SUPPLEMENTARY_DDS: { date: 'Collected between', agent: true, party: true },
-
-    COMMISSION_REGISTER: { date: 'Posted between', agent: true },
-    AGENT_COMMISSION_STATEMENT: { date: 'Posted between' },
-    PARTY_INTEREST_REGISTER: { date: 'Posted between', party: true },
-    INTEREST_CERTIFICATE: { date: 'Interest earned between', agent: true, party: true },
-
-    TRANSACTION_REGISTER: { date: 'Transacted between', agent: true, party: true },
-    CLOSE_PARTY_AC_REGISTER: { date: 'Closed between', agent: true, party: true },
-    MATURE_DATE_WISE: { date: 'Maturing between', agent: true, party: true }
-  };
-
-  reportName: string = this.route.snapshot.paramMap.get('reportName') || 'Report';
-
-  hasRun = false;
-  available = true;
-  unavailableMessage = '';
-  columns: string[] = [];
-  rows: Array<Record<string, any>> = [];
-
-  /** The range the rows on screen were actually fetched for — not whatever the filter says now. */
-  ranFromDate: Date | null = null;
-  ranToDate: Date | null = null;
-
-  /** When a report carries no date range, the moment it was run is what dates its figures. */
-  ranOnDate: Date | null = null;
-
-  private static readonly MONEY = new Intl.NumberFormat('en-IN', {
-    minimumFractionDigits: 2,
-    maximumFractionDigits: 2
-  });
-
-  private static readonly DATE = new Intl.DateTimeFormat('en-GB', {
-    day: '2-digit',
-    month: '2-digit',
-    year: 'numeric'
-  });
-
-  /**
-   * One cell, rendered the way a printed statement shows it.
-   *
-   * Dates arrive from the platform as `[yyyy, m, d]` and numbers as raw decimals, so printing them
-   * as they come gives "2026,9,2" and "10052.6" — unreadable on a statement someone checks figures
-   * against. Amounts get Indian grouping and two decimals; identifiers that merely look numeric
-   * (account numbers, codes) are left alone, since grouping them would corrupt them.
-   */
-  cell(row: Record<string, any>, column: string): string {
-    const value = row[column];
-
-    if (value === null || value === undefined || value === '') {
-      return '—';
-    }
-    if (Array.isArray(value) && value.length >= 3) {
-      return ReportViewerComponent.DATE.format(new Date(value[0], value[1] - 1, value[2]));
-    }
-    if (this.isAmountColumn(column) && typeof value === 'number') {
-      return ReportViewerComponent.MONEY.format(value);
-    }
-    return String(value);
-  }
-
-  /**
-   * Whether a column holds money, and so should be right-aligned with two decimals.
-   *
-   * Decided from the column's name rather than its values: a count column and an account-number
-   * column are both numbers, and neither reads as an amount.
-   */
-  isAmountColumn(column: string): boolean {
-    const name = column.toLowerCase();
-
-    // Ruled out first, because several of these also contain a money word: a rate is a percentage,
-    // "Total Accounts" is a count that happens to say total, and an account number is an identifier
-    // that would be corrupted by grouping.
-    //
-    // "agents" is matched exactly rather than as a substring: the two count columns are named
-    // "Total Agents" and "Active Agents", but "Cash With Agents" and "Commission Due To Agents"
-    // are money, and a substring test swept those two up and printed them ungrouped.
-    //
-    // A "type" column names a kind, never a quantity — "Interest Type" holds the word "Interest",
-    // which is enough for the money test below to claim it and put a meaningless total under it.
-    if (
-      name.includes('a/c no') ||
-      name.includes('code') ||
-      name.includes('rate') ||
-      name.includes('%') ||
-      name.includes('count') ||
-      name.includes('entries') ||
-      name.includes('accounts') ||
-      name === 'total agents' ||
-      name === 'active agents' ||
-      name.includes('type') ||
-      name.includes('pan')
-    ) {
-      return false;
-    }
-
-    return (
-      name.includes('amount') ||
-      name.includes('balance') ||
-      name.includes('collect') ||
-      name.includes('commission') ||
-      name.includes('deduction') ||
-      name.includes('deposit') ||
-      name.includes('advance') ||
-      name.includes('interest') ||
-      name.includes('tds') ||
-      name.includes('total') ||
-      name.includes('diff') ||
-      name.includes('cash') ||
-      name.includes('debit') ||
-      name.includes('credit') ||
-      name.includes('settled') ||
-      name.includes('shortfall') ||
-      name.includes('due')
-    );
-  }
-
-  /**
-   * Whether a total under this column would mean anything.
-   *
-   * Not every amount is worth adding up. A "Balance After" on a transaction register is the running
-   * balance *at that moment*, so its column holds several snapshots of the same account at different
-   * times — summing them produces a figure that corresponds to nothing, and a reader would sooner or
-   * later try to reconcile it against something.
-   *
-   * A plain balance on a listing report is different: there each row is one account's position at
-   * one moment, and the sum is the real "total held", which is exactly what a branch wants to see.
-   */
-  isTotalledColumn(column: string): boolean {
-    if (!this.isAmountColumn(column)) {
-      return false;
-    }
-    return !column.toLowerCase().includes('balance after');
-  }
-
-  /** The figure printed under a column, as the legacy statement's "Total :" row does. */
-  columnTotal(column: string): string {
-    const sum = this.rows.reduce((running, row) => {
-      const value = row[column];
-      return running + (typeof value === 'number' ? value : 0);
-    }, 0);
-    return ReportViewerComponent.MONEY.format(sum);
-  }
-
-  /**
-   * Whether to print a Total row at all.
-   *
-   * A single-row report is already its own total - Balance Summary is one line of figures for the
-   * whole scheme, and repeating it underneath itself only invites the reader to look for a difference
-   * between the two.
-   */
-  get hasTotalledColumn(): boolean {
-    return this.rows.length > 1 && this.columns.some((column) => this.isTotalledColumn(column));
-  }
-
-  print(): void {
-    window.print();
-  }
-
-  filterForm: UntypedFormGroup = this.formBuilder.group({
-    fromDate: [''],
-    toDate: [''],
-    agentFrom: [1],
-    agentTo: [99999],
-    partyFrom: [1],
-    partyTo: [99999999]
-  });
-
-  private get filters(): { date?: string; agent?: boolean; party?: boolean } {
-    return ReportViewerComponent.REPORT_FILTERS[ReportViewerComponent.REPORT_KEYS[this.reportName]] ?? {};
-  }
-
-  /** True when this report's query actually reads a date range - only then is one asked for. */
-  get usesDate(): boolean {
-    return !!this.filters.date;
-  }
-
-  /** What this report's date range means, e.g. "Posted between" rather than a bare "From Date". */
-  get dateLabel(): string {
-    return this.filters.date ?? '';
-  }
-
-  get usesAgent(): boolean {
-    return !!this.filters.agent;
-  }
-
-  get usesParty(): boolean {
-    return !!this.filters.party;
-  }
-
-  /** True when this report takes no filters at all, so there is nothing for anyone to fill in. */
-  get hasNoFilters(): boolean {
-    return !this.usesDate && !this.usesAgent && !this.usesParty;
-  }
-
-  ngOnInit(): void {
-    // A date is required exactly for the reports that read one, so a report without dates can be run
-    // straight away instead of demanding two values it will ignore.
-    if (this.usesDate) {
-      this.filterForm.get('fromDate')?.setValidators([Validators.required]);
-      this.filterForm.get('toDate')?.setValidators([Validators.required]);
-      this.filterForm.get('fromDate')?.updateValueAndValidity();
-      this.filterForm.get('toDate')?.updateValueAndValidity();
-    }
-
-    // Nothing to narrow it by means nothing to decide, so the report simply opens showing its
-    // figures. Making someone press Run on an empty form asks a question with only one answer.
-    if (this.hasNoFilters) {
-      this.runReport();
-    }
-  }
-
-  runReport(): void {
-    const reportKey = ReportViewerComponent.REPORT_KEYS[this.reportName];
-    if (!reportKey) {
-      return;
-    }
-    const raw = this.filterForm.getRawValue();
-
-    // Only what this report reads is sent. The backend defaults the rest to the full range, so a
-    // report that ignores a filter is never handed a value that looks like it was applied.
-    const params: Record<string, any> = {};
-    if (this.usesDate) {
-      params['fromDate'] = this.dateUtils.getDate(raw.fromDate);
-      params['toDate'] = this.dateUtils.getDate(raw.toDate);
-    }
-    if (this.usesAgent) {
-      params['agentFrom'] = raw.agentFrom;
-      params['agentTo'] = raw.agentTo;
-    }
-    if (this.usesParty) {
-      params['partyFrom'] = raw.partyFrom;
-      params['partyTo'] = raw.partyTo;
-    }
-
-    this.organizationService
-      .runDdsReport(reportKey, params)
-      .subscribe((result: any) => {
-        this.available = result.available;
-        this.unavailableMessage = result.message || '';
-        this.columns = result.columns || [];
-        this.rows = result.rows || [];
-        // Captured here so the printed heading names the range these rows came from, and does not
-        // silently change if the filter is edited without re-running.
-        this.ranFromDate = raw.fromDate;
-        this.ranToDate = raw.toDate;
-        this.ranOnDate = new Date();
-        this.hasRun = true;
-      });
-  }
-
-  exit(): void {
-    this.router.navigate(['../../'], { relativeTo: this.route });
-  }
-}

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-interest-rate-chart-step/fixed-deposit-account-interest-rate-chart-step.component.ts

@@ -334,14 +334,19 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
     const frequencyId = this.resolveFrequencyId(this.tenurePeriodUnit);
 
     if (this.principalAmount && this.principalAmount > 0) {
-      // Convert tenure to months for backend API
-      let tenureInMonths = 0;
+      // Years and Months convert exactly; a Days tenure is sent as days and never converted.
+      let tenureInMonths: number | undefined;
+      let tenureInDays: number | undefined;
       if (this.tenurePeriodUnit === 'Years') {
         tenureInMonths = this.tenureValue * 12;
       } else if (this.tenurePeriodUnit === 'Months') {
         tenureInMonths = this.tenureValue;
       } else {
-        tenureInMonths = Math.floor(enteredDays / 30);
+        // Sent as days, whatever the count. Converting to whole months silently dropped the
+        // remainder — a 200-day deposit quoted as six months lost 20 days of interest, and the
+        // screen still said "200 Days" above the figure. The backend takes days directly and
+        // works the calendar out itself.
+        tenureInDays = enteredDays;
       }
 
       // Map compounding period type id → months (0=Daily, 1=Daily, 4=Monthly, 5=Quarterly, 6=SemiAnnual, 7=Annual)
@@ -395,6 +400,7 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
           principalAmount: this.principalAmount,
           annualInterestRate: rate,
           tenureInMonths,
+          tenureInDays,
           interestCompoundingPeriodInMonths: compMonths, // 0 = daily, now supported by backend
           interestPostingPeriodInMonths: postMonths,
           submittedOnDate: submittedOnDateStr,
@@ -417,10 +423,18 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
                 Math.round(this.principalAmount * Math.pow(1 + r / daysInYearVal, enteredDays) * 100) / 100;
             } else {
               const n = 12 / compMonths;
-              const totalCompoundings = Math.floor(tenureInMonths / compMonths);
+              const effectiveMonths = tenureInMonths ?? enteredDays / 30;
               const rPerCompounding = rate / (n * 100);
-              result.maturityAmount =
-                Math.round(this.principalAmount * Math.pow(1 + rPerCompounding, totalCompoundings) * 100) / 100;
+              // Whole compounding periods, then simple interest on the days left over. Flooring the
+              // periods and stopping there dropped the remainder entirely: a 200-day deposit
+              // compounding monthly quoted only six months of interest and lost the other twenty
+              // days, which is the depositor's money.
+              const wholePeriods = Math.floor(effectiveMonths / compMonths);
+              const compounded = this.principalAmount * Math.pow(1 + rPerCompounding, wholePeriods);
+              const leftoverDays = enteredDays - wholePeriods * compMonths * 30;
+              const leftoverInterest =
+                leftoverDays > 0 ? (compounded * rate * leftoverDays) / (100 * daysInYearVal) : 0;
+              result.maturityAmount = Math.round((compounded + leftoverInterest) * 100) / 100;
             }
             result.interestEarned = Math.round((result.maturityAmount - this.principalAmount) * 100) / 100;
             this.matchResult = { ...result };

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component.html

@@ -7,17 +7,29 @@
 -->
 
 <form [formGroup]="closureSettingsForm" class="layout-row-wrap gap-2px responsive-column">
-  <h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
+  <h4 class="mat-h4 flex-98">{{ 'labels.heading.Maturity Instructions' | translate }}</h4>
 
   <mat-form-field class="flex-48">
     <mat-label>{{ 'labels.inputs.Maturity Instructions' | translate }}</mat-label>
     <mat-select formControlName="maturityInstructionId">
+      <mat-option [value]="''">-- Not selected (decide later via FD Dashboard) --</mat-option>
       @for (maturityInstruction of maturityInstructionOptions; track maturityInstruction) {
         <mat-option [value]="maturityInstruction.id">
           {{ maturityInstruction.value | translateKey: 'catalogs' }}
         </mat-option>
       }
     </mat-select>
+    @if (closureSettingsForm.value.maturityInstructionId) {
+      <button
+        mat-icon-button
+        matSuffix
+        type="button"
+        title="Clear -- decide later via FD Dashboard"
+        (click)="$event.stopPropagation(); closureSettingsForm.get('maturityInstructionId')?.setValue('')"
+      >
+        <mat-icon>close</mat-icon>
+      </button>
+    }
   </mat-form-field>
 
   @if (closureSettingsForm.contains('transferToSavingsId')) {
@@ -28,8 +40,8 @@
             <mat-icon>savings</mat-icon>
           </div>
           <div>
-            <h3 class="dal-card__title">{{ 'labels.inputs.Transfer to savings account' | translate }}</h3>
-            <span class="dal-card__sub">Maturity proceeds will be credited to this account</span>
+            <h3 class="dal-card__title">{{ transferAccountCardTitle }}</h3>
+            <span class="dal-card__sub">{{ transferAccountCardSubtitle }}</span>
           </div>
         </div>
       </div>
@@ -69,7 +81,7 @@
           </div>
         } @else {
           <mat-form-field appearance="outline" class="flex-98">
-            <mat-label>{{ 'labels.inputs.Transfer to savings account' | translate }}</mat-label>
+            <mat-label>{{ transferAccountCardTitle }}</mat-label>
             <mat-select formControlName="transferToSavingsId" required>
               @for (account of savingsAccountsData; track account) {
                 <mat-option [value]="account.id">
@@ -77,13 +89,15 @@
                 </mat-option>
               }
             </mat-select>
-            <mat-error>Transfer to savings account is required</mat-error>
+            <mat-error>{{ transferAccountCardTitle }} is required</mat-error>
           </mat-form-field>
         }
       </div>
     </div>
   }
 
+  <h4 class="mat-h4 flex-98">{{ 'labels.heading.For Pre-mature closure' | translate }}</h4>
+
   <mat-checkbox class="flex-98 margin-v" labelPosition="before" formControlName="preClosurePenalApplicable">
     {{ 'labels.inputs.Apply Penal Interest (less)' | translate }}
   </mat-checkbox>

src/app/deposits/fixed-deposits/fixed-deposit-account-stepper/fixed-deposit-account-maturity-terms-step/fixed-deposit-account-maturity-terms-step.component.ts

@@ -11,6 +11,7 @@ import { Component, Input, OnChanges, SimpleChanges, inject } from '@angular/cor
 import { UntypedFormGroup, UntypedFormBuilder, UntypedFormControl, Validators } from '@angular/forms';
 import { MatCheckbox } from '@angular/material/checkbox';
 import { MatIcon } from '@angular/material/icon';
+import { MatIconButton } from '@angular/material/button';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
 /**
@@ -25,7 +26,8 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
   imports: [
     ...STANDALONE_SHARED_IMPORTS,
     MatCheckbox,
-    MatIcon
+    MatIcon,
+    MatIconButton
   ]
 })
 export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges {
@@ -53,9 +55,12 @@ export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges
       preClosurePenalInterestOnTypeId: ['']
     });
     this.closureSettingsForm.get('maturityInstructionId').valueChanges.subscribe((value: number) => {
-      // 200 = Transfer to Savings -- Withdraw Deposit (100) needs no target account, and both
-      // Reinvest options (300/400) open a brand-new FD instead, so they ignore this field too.
-      if (value === 200) {
+      // 200 = Transfer to Savings -- the whole matured balance goes here. 400 = Reinvest Principal
+      // Only -- the principal rolls into a new FD, but the leftover interest still needs the same
+      // kind of target so it isn't left stranded on the closed account (a real gap the account used
+      // to silently hit before this field also asked for it here). Reinvest Principal + Interest
+      // (300) rolls the whole balance into the same account, so it never needs a target at all.
+      if (value === 200 || value === 400) {
         this.closureSettingsForm.addControl(
           'transferToSavingsId',
           new UntypedFormControl(this.linkedSavingsAccountId ?? '', Validators.required)
@@ -91,15 +96,48 @@ export class FixedDepositAccountMaturityTermsStepComponent implements OnChanges
         });
       }
     }
+    // Editing an existing account: its own already-saved Maturity Instructions choice lives on
+    // `fixedDepositsAccountTemplate` (the real account+template GET, FixedDepositAccountData's
+    // `onAccountClosure`) -- NOT on `fixedDepositsAccountProductTemplate`, which is only the blank
+    // per-product default template refetched from the Product dropdown's own productId (via
+    // getFixedDepositsAccountTemplate(clientId, productId)) and carries no account-specific data at
+    // all. This was never read from the right place before, so Edit always opened onto a blank
+    // picker even for an account that really does have an instruction saved. `.dirty` guards it the
+    // same way the penal-interest fields above do, so a maker's own in-progress edit here is never
+    // silently overwritten if this input fires again mid-edit.
+    if (this.fixedDepositsAccountTemplate && !this.closureSettingsForm.get('maturityInstructionId').dirty) {
+      this.closureSettingsForm
+        .get('maturityInstructionId')
+        ?.setValue(this.fixedDepositsAccountTemplate.onAccountClosure?.id ?? '');
+      const transferControl = this.closureSettingsForm.get('transferToSavingsId');
+      if (transferControl) {
+        transferControl.setValue(
+          this.fixedDepositsAccountTemplate.transferToSavingsId ?? this.linkedSavingsAccountId ?? ''
+        );
+      }
+    }
   }
 
-  /** The linked-savings account for the transfer-to-savings maturity instruction, once picked. */
+  /** The linked-savings account for the transfer-to-savings / reinvest-principal-only-interest
+   *  maturity instruction, once picked. */
   get selectedTransferAccount(): any {
     const id = this.closureSettingsForm.value.transferToSavingsId;
     if (!id) return null;
     return this.savingsAccountsData.find((account: any) => account.id === id) ?? null;
   }
 
+  get transferAccountCardTitle(): string {
+    return this.closureSettingsForm.value.maturityInstructionId === 400
+      ? 'Interest payout account'
+      : 'Transfer to savings account';
+  }
+
+  get transferAccountCardSubtitle(): string {
+    return this.closureSettingsForm.value.maturityInstructionId === 400
+      ? 'The principal renews into a new FD; interest earned is paid out to this account.'
+      : 'Maturity proceeds will be credited to this account.';
+  }
+
   clearTransferAccount(): void {
     this.closureSettingsForm.get('transferToSavingsId')?.setValue('');
   }

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component.html

@@ -8,11 +8,24 @@
 
 <div class="pmt">
   <div class="pmt__header">
-    <span class="pmt__header-ico"><fa-icon icon="sync-alt"></fa-icon></span>
-    <div class="pmt__header-text">
-      <h2 class="pmt__title">{{ 'labels.heading.Payment' | translate }}</h2>
-      <p class="pmt__subtitle">Process this Fixed Deposit now -- works whether it's Active or Matured.</p>
+    <div class="pmt__header-left">
+      <span class="pmt__header-ico"><fa-icon icon="sync-alt"></fa-icon></span>
+      <div class="pmt__header-text">
+        <h2 class="pmt__title">
+          {{ isDashboardRenewalMode ? 'Renew Fixed Deposit' : ('labels.heading.Payment' | translate) }}
+        </h2>
+        <p class="pmt__subtitle">
+          {{
+            isDashboardRenewalMode
+              ? 'Renew ' + (dashboardRenewalRow?.accountNo ?? 'this matured FD') + '.'
+              : 'Process this matured Fixed Deposit now.'
+          }}
+        </p>
+      </div>
     </div>
+    <button type="button" class="pmt__header-close" mat-dialog-close [disabled]="submitting" title="Close">
+      <fa-icon icon="times"></fa-icon>
+    </button>
   </div>
 
   <div mat-dialog-content class="pmt__content">
@@ -27,37 +40,92 @@
       </div>
     } @else {
       <form [formGroup]="paymentForm">
+        @if (isMaturedRenewal) {
+          <p class="pmt__hint">
+            <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
+            {{ maturedRenewalTimingText }}
+          </p>
+
+          @if (renewalPreviewLoading) {
+            <p class="pmt__hint">
+              <fa-icon icon="spinner" [class.fa-spin]="true" class="m-r-5"></fa-icon>
+              Calculating gap-period interest...
+            </p>
+          } @else if (renewalPreview && !renewalPreview.withinGrace) {
+            @if (!renewalPreview.linkedAccountId) {
+              <p class="pmt__hint pmt__hint--warn" role="alert">
+                <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
+                This FD has no Deposit Account Link, so there is no account to read a gap-interest rate from. Link a
+                Savings account to it before renewing late.
+              </p>
+            } @else {
+              <div class="pmt__preview">
+                <div class="pmt__preview-row">
+                  <span class="pmt__preview-label">FD Maturity Balance (renews as-is below)</span>
+                  <span class="pmt__preview-value">{{ renewalPreview.currentBalance | formatNumber }}</span>
+                </div>
+                <div class="pmt__preview-row">
+                  <span class="pmt__preview-label">Gap Days ({{ renewalPreview.maturityDate }} &rarr; today)</span>
+                  <span class="pmt__preview-value">{{ renewalPreview.gapDays }}</span>
+                </div>
+                <div class="pmt__preview-row">
+                  <span class="pmt__preview-label">Deposit Account Link</span>
+                  <span class="pmt__preview-value">{{ renewalPreview.linkedAccountNo }}</span>
+                </div>
+                <div class="pmt__preview-row">
+                  <span class="pmt__preview-label">Its Interest Rate</span>
+                  <span class="pmt__preview-value">{{ renewalPreview.linkedAccountRate }}%</span>
+                </div>
+                <div class="pmt__preview-row pmt__preview-row--highlight pmt__preview-row--total">
+                  <span class="pmt__preview-label"
+                    >Gap-Period Interest &rarr; paid to {{ renewalPreview.linkedAccountNo }}</span
+                  >
+                  <span class="pmt__preview-value">+ {{ renewalPreview.gapInterestAmount | formatNumber }}</span>
+                </div>
+              </div>
+              <p class="pmt__hint">
+                <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
+                This gap interest was earned at the linked account's own rate, not the FD's -- it is credited straight
+                to account {{ renewalPreview.linkedAccountNo }} (the FD's Deposit Account Link), separately from
+                whatever you choose below. The FD itself renews from its own maturity balance, unchanged.
+              </p>
+            }
+          }
+        }
+
         @if (reinvestCap !== null && reinvestCap !== undefined) {
           <div class="pmt__stat">
             <span class="pmt__stat-label">
               {{
-                remainderIsApproximate
-                  ? 'Amount available on the selected date'
-                  : ('labels.inputs.Maturity Amount' | translate)
+                isMaturedRenewal || !remainderIsApproximate
+                  ? ('labels.inputs.Maturity Amount' | translate)
+                  : 'Amount available on the selected date'
               }}
             </span>
             <span class="pmt__stat-value">{{ reinvestCap | formatNumber }}</span>
           </div>
         }
 
-        <mat-form-field appearance="outline" class="pmt__date" (click)="closedOnDatePicker.open()">
-          <mat-label>{{ 'labels.inputs.Closed On Date' | translate }}</mat-label>
-          <input
-            matInput
-            [max]="maxDate"
-            [matDatepicker]="closedOnDatePicker"
-            required
-            formControlName="closedOnDate"
-          />
-          <mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
-          <mat-datepicker #closedOnDatePicker></mat-datepicker>
-          @if (paymentForm.controls.closedOnDate.hasError('required')) {
-            <mat-error>
-              {{ 'labels.inputs.Closed On Date' | translate }} {{ 'labels.commons.is' | translate }}
-              <strong>{{ 'labels.commons.required' | translate }}</strong>
-            </mat-error>
-          }
-        </mat-form-field>
+        @if (!isMaturedRenewal) {
+          <mat-form-field appearance="outline" class="pmt__date" (click)="closedOnDatePicker.open()">
+            <mat-label>{{ 'labels.inputs.Closed On Date' | translate }}</mat-label>
+            <input
+              matInput
+              [max]="maxDate"
+              [matDatepicker]="closedOnDatePicker"
+              required
+              formControlName="closedOnDate"
+            />
+            <mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
+            <mat-datepicker #closedOnDatePicker></mat-datepicker>
+            @if (paymentForm.controls.closedOnDate.hasError('required')) {
+              <mat-error>
+                {{ 'labels.inputs.Closed On Date' | translate }} {{ 'labels.commons.is' | translate }}
+                <strong>{{ 'labels.commons.required' | translate }}</strong>
+              </mat-error>
+            }
+          </mat-form-field>
+        }
 
         <div class="pmt__section-label" id="pmt-action-label">{{ 'labels.inputs.Action' | translate }}</div>
         <div class="pmt__options" role="radiogroup" aria-labelledby="pmt-action-label">
@@ -162,10 +230,12 @@
           </mat-form-field>
         }
 
-        <mat-form-field appearance="outline">
-          <mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
-          <textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
-        </mat-form-field>
+        @if (!isMaturedRenewal) {
+          <mat-form-field appearance="outline">
+            <mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
+            <textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
+          </mat-form-field>
+        }
 
         @if (submitError) {
           <p class="pmt__error" role="alert">
@@ -178,14 +248,25 @@
   </div>
 
   <div mat-dialog-actions align="end" class="pmt__actions">
-    <button mat-button mat-dialog-close [disabled]="submitting">{{ 'labels.buttons.Cancel' | translate }}</button>
+    <button mat-button mat-dialog-close [disabled]="submitting" class="pmt__btn-cancel">
+      {{ 'labels.buttons.Cancel' | translate }}
+    </button>
     <button
       mat-raised-button
       color="primary"
+      class="pmt__btn-submit"
       [disabled]="!paymentForm?.valid || submitting || loadFailed"
       (click)="submit()"
     >
-      {{ submitting ? ('labels.buttons.Processing' | translate) : ('labels.buttons.Confirm' | translate) }}
+      {{
+        submitting
+          ? isDashboardRenewalMode
+            ? 'Renewing...'
+            : ('labels.buttons.Processing' | translate)
+          : isDashboardRenewalMode
+            ? 'Confirm & Renew'
+            : ('labels.buttons.Confirm' | translate)
+      }}
     </button>
   </div>
 </div>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component.scss

@@ -6,291 +6,466 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-$navy: #0d1b2a;
-$slate: #475569;
-$muted: #64748b;
-$border: #e2e8f0;
-$soft: #f8fafc;
-$blue: #1e40af;
-$blue-soft: #eff6ff;
-$green: #166534;
-$green-soft: #f0fdf4;
+/**
+ * Payment / Renewal Dialog Styles
+ * CBSNexora Core Banking System
+ */
 
 .pmt {
   display: flex;
   flex-direction: column;
-  min-height: 320px;
-  max-height: 85vh;
+  height: 100%;
+  max-height: 92vh;
+  box-sizing: border-box;
+  font-family:
+    'DM Sans',
+    system-ui,
+    -apple-system,
+    sans-serif;
+  color: #0f172a;
+  border-radius: 16px;
   overflow: hidden;
-  margin: -24px;
+  box-shadow: 0 24px 48px -12px rgb(15 23 42 / 25%);
 }
 
 .pmt__header {
-  display: flex;
-  align-items: flex-start;
-  gap: 14px;
-  padding: 22px 28px 18px;
-  background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 55%, #4338ca 100%);
-  color: #fff;
-  flex: 0 0 auto;
-}
-
-.pmt__header-ico {
-  width: 40px;
-  height: 40px;
-  min-width: 40px;
-  border-radius: 10px;
-  background: rgb(255 255 255 / 15%);
   display: flex;
   align-items: center;
-  justify-content: center;
-  font-size: 18px;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 26px 30px;
+  background: linear-gradient(135deg, #1e3a8a 0%, #1d4ed8 55%, #2563eb 100%);
+  color: #fff;
+  flex-shrink: 0;
+  position: relative;
+  overflow: hidden;
+
+  &::after {
+    content: '';
+    position: absolute;
+    inset: 0;
+    background: radial-gradient(circle at 88% -20%, rgb(255 255 255 / 22%), transparent 55%);
+    pointer-events: none;
+  }
+
+  &-left {
+    display: flex;
+    align-items: center;
+    gap: 16px;
+    position: relative;
+    z-index: 1;
+  }
+
+  &-ico {
+    width: 48px;
+    height: 48px;
+    border-radius: 14px;
+    background: rgb(255 255 255 / 16%);
+    border: 1px solid rgb(255 255 255 / 25%);
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    font-size: 20px;
+    color: #fff;
+    flex-shrink: 0;
+  }
+
+  &-text {
+    display: flex;
+    flex-direction: column;
+  }
+
+  &-close {
+    position: relative;
+    z-index: 1;
+    background: rgb(255 255 255 / 14%);
+    border: none;
+    color: #fff;
+    width: 34px;
+    height: 34px;
+    border-radius: 50%;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    cursor: pointer;
+    transition: all 0.2s ease;
+    flex-shrink: 0;
+
+    &:hover:not(:disabled) {
+      background: rgb(255 255 255 / 28%);
+      transform: rotate(90deg);
+    }
+
+    &:disabled {
+      opacity: 0.5;
+      cursor: not-allowed;
+    }
+  }
 }
 
 .pmt__title {
   margin: 0;
-  font-size: 19px;
-  font-weight: 700;
+  font-size: 20px;
+  font-weight: 800;
+  color: #fff;
+  line-height: 1.25;
+  letter-spacing: -0.01em;
 }
 
 .pmt__subtitle {
-  margin: 4px 0 0;
-  font-size: 12.5px;
-  color: rgb(255 255 255 / 82%);
+  margin: 5px 0 0;
+  font-size: 13px;
+  color: rgb(255 255 255 / 88%);
   line-height: 1.4;
 }
 
 .pmt__content {
-  padding: 22px 28px 8px !important;
+  padding: 26px 30px !important;
   overflow-y: auto;
   flex: 1 1 auto;
+  background: #fbfcfe;
+
+  mat-form-field {
+    width: 100%;
+  }
 }
 
 .pmt__loading {
   display: flex;
   justify-content: center;
   align-items: center;
-  min-height: 260px;
+  min-height: 240px;
 }
 
 .pmt__stat {
   display: flex;
   flex-direction: column;
-  gap: 2px;
-  background: $blue-soft;
-  border: 1px solid #dbeafe;
-  border-radius: 10px;
-  padding: 12px 16px;
+  gap: 4px;
+  background: linear-gradient(135deg, #eff6ff 0%, #e0e9ff 100%);
+  border: 1px solid #bfdbfe;
+  border-radius: 14px;
+  padding: 18px 22px;
   margin-bottom: 18px;
+
+  &-label {
+    font-size: 11.5px;
+    font-weight: 700;
+    text-transform: uppercase;
+    letter-spacing: 0.07em;
+    color: #1d4ed8;
+  }
+
+  &-value {
+    font-family: 'JetBrains Mono', 'DM Sans', monospace;
+    font-size: 28px;
+    font-weight: 800;
+    color: #0f172a;
+    letter-spacing: -0.01em;
+  }
 }
 
-.pmt__stat-label {
-  font-size: 11px;
-  font-weight: 700;
-  text-transform: uppercase;
-  letter-spacing: 0.05em;
-  color: $blue;
-}
+.pmt__preview {
+  display: flex;
+  flex-direction: column;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 14px;
+  padding: 4px 18px;
+  margin: 0 0 18px;
 
-.pmt__stat-value {
-  font-size: 22px;
-  font-weight: 800;
-  color: $navy;
-  font-variant-numeric: tabular-nums;
-}
+  &-row {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 12px;
+    padding: 11px 0;
+    border-bottom: 1px solid #f1f5f9;
 
-.pmt__date {
-  width: 100%;
+    &:last-child {
+      border-bottom: none;
+    }
+
+    &--highlight {
+      .pmt__preview-value {
+        color: #0d9488;
+        font-weight: 800;
+      }
+    }
+
+    &--total {
+      margin: 0 -18px;
+      padding: 14px 18px;
+      background: linear-gradient(135deg, #eff6ff 0%, #e0e9ff 100%);
+      border-bottom: none;
+      border-radius: 0 0 12px 12px;
+
+      .pmt__preview-label {
+        color: #1d4ed8;
+        font-weight: 700;
+      }
+
+      .pmt__preview-value {
+        color: #0f172a;
+        font-size: 18px;
+        font-weight: 800;
+      }
+    }
+  }
+
+  &-label {
+    font-size: 12.5px;
+    color: #64748b;
+    font-weight: 600;
+  }
+
+  &-value {
+    font-family: 'JetBrains Mono', 'DM Sans', monospace;
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
 }
 
 .pmt__section-label {
-  font-size: 11.5px;
+  font-size: 12px;
   font-weight: 700;
   text-transform: uppercase;
-  letter-spacing: 0.05em;
-  color: $slate;
-  margin: 4px 0 10px;
+  letter-spacing: 0.06em;
+  color: #475569;
+  margin: 10px 0 12px;
 }
 
+/* Action Options Grid - 2 Equal Columns, comfortably wide now that the dialog itself is wider */
 .pmt__options {
   display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(190px, 1fr));
-  gap: 10px;
-  margin-bottom: 6px;
+  grid-template-columns: repeat(2, 1fr);
+  gap: 14px;
+  margin-bottom: 18px;
+
+  @media (width <= 560px) {
+    grid-template-columns: 1fr;
+  }
 }
 
 .pmt__option {
   display: flex;
   align-items: flex-start;
-  gap: 10px;
+  gap: 14px;
   text-align: left;
   background: #fff;
-  border: 1.5px solid $border;
-  border-radius: 10px;
-  padding: 12px 14px;
+  border: 1.5px solid #e2e8f0;
+  border-radius: 14px;
+  padding: 16px;
   cursor: pointer;
   font: inherit;
-  transition:
-    border-color 0.15s,
-    background 0.15s,
-    box-shadow 0.15s;
-}
+  transition: all 0.2s cubic-bezier(0.4, 0, 0.2, 1);
+  position: relative;
 
-.pmt__option:hover {
-  border-color: #93c5fd;
-  background: $blue-soft;
-}
+  &:hover {
+    border-color: #93c5fd;
+    background: #f8fafc;
+    box-shadow: 0 6px 16px rgb(15 23 42 / 6%);
+    transform: translateY(-1px);
+  }
 
-.pmt__option--active {
-  border-color: $blue;
-  background: $blue-soft;
-  box-shadow: 0 0 0 1px $blue;
-}
+  &--active {
+    border-color: #2563eb;
+    background: #eff6ff;
+    box-shadow: 0 0 0 1.5px #2563eb;
 
-.pmt__option-ico {
-  width: 30px;
-  height: 30px;
-  min-width: 30px;
-  border-radius: 8px;
-  background: $soft;
-  color: $blue;
-  display: flex;
-  align-items: center;
-  justify-content: center;
-  font-size: 13px;
-}
+    .pmt__option-ico {
+      background: #2563eb;
+      color: #fff;
+      border-color: #2563eb;
+    }
+  }
 
-.pmt__option--active .pmt__option-ico {
-  background: $blue;
-  color: #fff;
-}
+  &-ico {
+    width: 38px;
+    height: 38px;
+    min-width: 38px;
+    border-radius: 10px;
+    background: #f1f5f9;
+    border: 1px solid #e2e8f0;
+    color: #2563eb;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    font-size: 15px;
+    flex-shrink: 0;
+    transition: all 0.2s ease;
+  }
 
-.pmt__option-text {
-  display: flex;
-  flex-direction: column;
-  gap: 2px;
-}
+  // Distinct accent per option while unselected, purely presentational -- helps the four cards read
+  // apart at a glance. Selecting a card always fills its icon blue (see &--active above), matching the
+  // blue selection border/check regardless of which option it is, rather than mixing selection-blue
+  // with the option's own accent.
+  &:not(.pmt__option--active):nth-child(2) .pmt__option-ico {
+    color: #7c3aed;
+  }
 
-.pmt__option-title {
-  font-size: 13px;
-  font-weight: 700;
-  color: $navy;
-}
+  &:not(.pmt__option--active):nth-child(3) .pmt__option-ico {
+    color: #0d9488;
+  }
 
-.pmt__option-desc {
-  font-size: 11px;
-  color: $muted;
-  line-height: 1.35;
-}
+  &:not(.pmt__option--active):nth-child(4) .pmt__option-ico {
+    color: #d97706;
+  }
 
-.pmt__option:focus-visible {
-  outline: 2px solid $blue;
-  outline-offset: 2px;
-}
+  &-text {
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+    flex: 1;
+  }
 
-.pmt__option-check {
-  margin-left: auto;
-  color: $blue;
-  font-size: 13px;
+  &-title {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+    line-height: 1.3;
+  }
+
+  &-desc {
+    font-size: 12px;
+    color: #64748b;
+    line-height: 1.4;
+  }
+
+  &-check {
+    color: #2563eb;
+    font-size: 17px;
+    position: absolute;
+    top: 14px;
+    right: 14px;
+  }
 }
 
 .pmt__option-error {
   color: #b91c1c;
   font-size: 12px;
-  margin: 4px 0 14px;
-}
-
-.pmt__error {
-  display: flex;
-  align-items: flex-start;
-  gap: 4px;
-  background: #fef2f2;
-  border: 1px solid #fecaca;
-  border-radius: 8px;
-  color: #b91c1c;
-  font-size: 12.5px;
-  line-height: 1.45;
-  padding: 10px 14px;
-  margin: 4px 0 8px;
-}
-
-.pmt__hint {
-  display: flex;
-  align-items: flex-start;
-  gap: 4px;
-  background: $soft;
-  border: 1px solid $border;
-  border-radius: 8px;
-  color: $slate;
-  font-size: 12px;
-  line-height: 1.45;
-  padding: 9px 13px;
-  margin: 0 0 10px;
-}
-
-.pmt__hint--warn {
-  background: #fffbeb;
-  border-color: #fde68a;
-  color: #92400e;
+  font-weight: 600;
+  margin: -10px 0 14px;
 }
 
 .pmt__split {
   display: flex;
   align-items: center;
-  gap: 12px;
-  background: $soft;
+  gap: 16px;
+  background: #f8fafc;
   border: 1px dashed #cbd5e1;
-  border-radius: 10px;
-  padding: 14px 16px 0;
-  margin: 4px 0 8px;
+  border-radius: 14px;
+  padding: 18px;
+  margin: 10px 0 18px;
   flex-wrap: wrap;
+
+  &-input {
+    flex: 1 1 220px;
+  }
+
+  &-arrow {
+    color: #94a3b8;
+    font-size: 17px;
+  }
+
+  &-remainder {
+    display: flex;
+    flex-direction: column;
+    gap: 3px;
+    background: #f0fdf4;
+    border: 1px solid #bbf7d0;
+    border-radius: 10px;
+    padding: 12px 16px;
+    flex: 1 1 220px;
+
+    &-label {
+      font-size: 11px;
+      font-weight: 700;
+      text-transform: uppercase;
+      letter-spacing: 0.04em;
+      color: #166534;
+    }
+
+    &-value {
+      font-family: 'JetBrains Mono', 'DM Sans', monospace;
+      font-size: 19px;
+      font-weight: 800;
+      color: #166534;
+    }
+  }
 }
 
-.pmt__split-input {
-  flex: 1 1 180px;
-  min-width: 160px;
-}
-
-.pmt__split-arrow {
-  color: $muted;
-  font-size: 14px;
-  margin-bottom: 20px;
-}
-
-.pmt__split-remainder {
+.pmt__hint {
   display: flex;
-  flex-direction: column;
-  gap: 2px;
-  background: $green-soft;
-  border: 1px solid #bbf7d0;
-  border-radius: 8px;
-  padding: 8px 14px;
-  margin-bottom: 14px;
-  flex: 1 1 180px;
-  min-width: 160px;
+  align-items: flex-start;
+  gap: 10px;
+  background: #f0f9ff;
+  border: 1px solid #bae6fd;
+  border-left: 4px solid #0284c7;
+  border-radius: 10px;
+  color: #0369a1;
+  font-size: 13px;
+  line-height: 1.5;
+  padding: 12px 16px;
+  margin: 0 0 18px;
+
+  &--warn {
+    background: #fffbeb;
+    border-color: #fde68a;
+    border-left-color: #d97706;
+    color: #b45309;
+  }
 }
 
-.pmt__split-remainder-label {
-  font-size: 10.5px;
-  font-weight: 700;
-  text-transform: uppercase;
-  letter-spacing: 0.04em;
-  color: $green;
-}
-
-.pmt__split-remainder-value {
-  font-size: 16px;
-  font-weight: 800;
-  color: $green;
-  font-variant-numeric: tabular-nums;
-}
-
-.pmt__content mat-form-field {
-  width: 100%;
+.pmt__error {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  background: #fef2f2;
+  border: 1px solid #fecaca;
+  border-left: 4px solid #ef4444;
+  border-radius: 10px;
+  color: #b91c1c;
+  font-size: 13px;
+  padding: 12px 16px;
+  margin: 10px 0;
 }
 
 .pmt__actions {
-  padding: 14px 28px 20px !important;
-  border-top: 1px solid $border;
-  flex: 0 0 auto;
+  padding: 18px 30px !important;
+  border-top: 1px solid #e2e8f0;
+  background: #fff;
+  display: flex;
+  align-items: center;
+  justify-content: flex-end;
+  gap: 14px;
+  flex-shrink: 0;
+
+  .pmt__btn-cancel {
+    border-radius: 10px;
+    font-weight: 600;
+    color: #475569;
+  }
+
+  .pmt__btn-submit {
+    border-radius: 10px;
+    font-weight: 700;
+    padding: 0 26px;
+    height: 42px;
+    background: linear-gradient(135deg, #1d4ed8 0%, #2563eb 100%);
+    color: #fff;
+    box-shadow: 0 8px 20px rgb(37 99 235 / 30%);
+    transition: all 0.2s ease;
+
+    &:hover:not(:disabled) {
+      box-shadow: 0 10px 24px rgb(37 99 235 / 40%);
+      transform: translateY(-1px);
+    }
+
+    &:disabled {
+      background: #cbd5e1;
+      box-shadow: none;
+      color: #64748b;
+    }
+  }
 }

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/payment-dialog/payment-dialog.component.ts

@@ -24,15 +24,26 @@ import { UntypedFormBuilder, UntypedFormGroup, UntypedFormControl, ValidatorFn,
 /** Custom Services */
 import { FixedDepositsService } from '../../../fixed-deposits.service';
 import { SettingsService } from 'app/settings/settings.service';
+import { AlertService } from 'app/core/alert/alert.service';
 import { Dates } from 'app/core/utils/dates';
 import { FormatNumberPipe } from '../../../../../pipes/format-number.pipe';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { FdMaturityRow } from 'app/fd-dashboard/fd-dashboard.compute';
 
 /**
  * "Payment" dialog -- an always-available alternative to Premature Close (Active-only, no reinvest) and
  * Close (Matured-only, no partial option). Works on an FD in either state and offers a fourth choice,
  * Partial Reinvest, alongside the ones the backend's `DepositAccountOnClosureType` already had: the
  * entered amount renews on this same account, the rest transfers to a savings account picked here.
+ *
+ * Doubles as the FD Dashboard's Renew action when opened with `data.dashboardRenewal` set: same form,
+ * same full set of closure types (nothing removed -- Transfer to Savings and Partial Reinvest work from
+ * the Dashboard too, not just the two Reinvest options). The only two differences in that mode: the
+ * Closed On Date is computed from the FD's grace window instead of picked freely (backdated to the
+ * original maturity date within grace, today once it's passed -- the picker is hidden, not just
+ * defaulted, so it can't accidentally be moved off that date), and submit() first calls
+ * `creditGapInterestIfPastGrace` when past grace, crediting the gap-period interest (at the linked
+ * account's rate) onto the FD before the normal `payment` command runs and reads its balance.
  */
 @Component({
   selector: 'mifosx-payment-dialog',
@@ -76,11 +87,18 @@ export class PaymentDialogComponent implements OnInit {
   };
 
   dialogRef = inject<MatDialogRef<PaymentDialogComponent>>(MatDialogRef);
-  data: { accountId: number | string; accountBalance?: number; maturityDate?: any } = inject(MAT_DIALOG_DATA);
+  data: {
+    accountId: number | string;
+    accountBalance?: number;
+    maturityDate?: any;
+    /** Present only when opened from the FD Dashboard's Renew action. */
+    dashboardRenewal?: { row: FdMaturityRow };
+  } = inject(MAT_DIALOG_DATA);
   private formBuilder = inject(UntypedFormBuilder);
   private fixedDepositsService = inject(FixedDepositsService);
   private settingsService = inject(SettingsService);
   private dateUtils = inject(Dates);
+  private alertService = inject(AlertService);
 
   paymentForm: UntypedFormGroup;
   /** Loaded once, on open, from the same closure template the existing Close action already uses. */
@@ -93,6 +111,16 @@ export class PaymentDialogComponent implements OnInit {
   submitError: string = null;
   maxDate: Date;
 
+  /** Whether gap-interest still needs crediting before this submits -- only ever true once, right
+   *  after open; cleared as soon as `submit()` has credited it, so a retried submit doesn't double-post. */
+  private gapInterestPending = false;
+
+  /** Read-only numbers (current balance, linked account's rate, gap days, gap-interest amount,
+   *  projected new balance) fetched once on open in dashboard-renewal mode, shown above the Action
+   *  cards so staff see exactly what a late renewal is about to credit before confirming anything. */
+  renewalPreview: any = null;
+  renewalPreviewLoading = false;
+
   ngOnInit(): void {
     this.maxDate = this.settingsService.businessDate;
     this.paymentForm = this.formBuilder.group({
@@ -106,6 +134,34 @@ export class PaymentDialogComponent implements OnInit {
       ],
       note: ['']
     });
+
+    // Fetched every time this dialog opens, not just from the FD Dashboard -- Payment is now only ever
+    // offered once an FD has Matured (see FixedDepositsButtonsConfiguration), so a plain Payment on it
+    // is exactly the same "late renewal" scenario the Dashboard's Renew action handles, and needs the
+    // exact same date-locking/gap-interest treatment, or an FD closed this way instead of from the
+    // Dashboard would silently skip crediting interest it genuinely earned.
+    this.renewalPreviewLoading = true;
+    this.fixedDepositsService.getFdRenewalPreview(this.data.accountId).subscribe({
+      next: (preview: any) => {
+        this.renewalPreview = preview;
+        this.renewalPreviewLoading = false;
+        if (preview?.isMatured) {
+          // Computed from the grace window, never picked -- the date field stays in the form (the
+          // generic submit path and reinvestCap/processingOnOrAfterMaturity both key off it) but its
+          // picker is hidden once matured (see the template), so it can't be moved off this value.
+          this.paymentForm
+            .get('closedOnDate')
+            .setValue(preview.withinGrace ? new Date(preview.maturityDate) : this.maxDate);
+          this.gapInterestPending = !preview.withinGrace;
+        }
+      },
+      // Non-fatal -- Confirm still works from here (backend re-derives the same numbers on submit),
+      // only the numeric preview and its date-locking are unavailable, not the action itself.
+      error: () => {
+        this.renewalPreviewLoading = false;
+      }
+    });
+
     this.paymentForm.get('onAccountClosureId').valueChanges.subscribe((id: number) => this.onClosureTypeChange(id));
     // The cap depends on whether the chosen date is on or after maturity, so a date change can make an
     // already-entered amount valid or invalid. Without this the amount keeps its verdict from the old date.
@@ -136,6 +192,31 @@ export class PaymentDialogComponent implements OnInit {
     });
   }
 
+  get isDashboardRenewalMode(): boolean {
+    return !!this.data.dashboardRenewal;
+  }
+
+  get dashboardRenewalRow(): FdMaturityRow | null {
+    return this.data.dashboardRenewal?.row ?? null;
+  }
+
+  /** True once the loaded preview confirms this FD has actually Matured -- which, since Payment is
+   *  only ever offered on a Matured account, is every real open of this dialog now, from either entry
+   *  point. Drives the date-locking and gap-interest preview/crediting identically either way. */
+  get isMaturedRenewal(): boolean {
+    return !!this.renewalPreview?.isMatured;
+  }
+
+  /** What clicking Confirm is actually about to do -- shown above the (hidden-picker) date once
+   *  matured, since the date itself is no longer visible to explain it. */
+  get maturedRenewalTimingText(): string {
+    if (!this.renewalPreview) return '';
+    return this.renewalPreview.withinGrace
+      ? `Backdated to its original maturity date (${this.renewalPreview.maturityDate}), at the currently active interest rate.`
+      : `This FD's grace period has passed -- gap-period interest (for the days since maturity) will be ` +
+          `credited at the linked account's rate first, then this renews from today.`;
+  }
+
   /**
    * The amount being split, and the bound the entered partial amount is checked against.
    * <p>
@@ -259,6 +340,31 @@ export class PaymentDialogComponent implements OnInit {
   }
 
   submit(): void {
+    if (this.gapInterestPending) {
+      this.submitting = true;
+      this.submitError = null;
+      this.fixedDepositsService.creditGapInterestIfPastGrace(this.data.accountId).subscribe({
+        next: () => {
+          this.gapInterestPending = false;
+          this.submitGenericPayment();
+        },
+        error: (error: any) => {
+          this.submitting = false;
+          this.submitError =
+            error?.error?.defaultUserMessage ??
+            error?.error?.errors?.[0]?.defaultUserMessage ??
+            'Could not credit gap-period interest. Please review the details and try again.';
+        }
+      });
+      return;
+    }
+    this.submitGenericPayment();
+  }
+
+  /** The same `command=payment` submission every non-Dashboard call to this dialog already used --
+   *  Dashboard-renewal mode reaches it too, once any gap-interest pre-step above has cleared, so every
+   *  closure type behaves identically regardless of where the dialog was opened from. */
+  private submitGenericPayment(): void {
     const formValue = { ...this.paymentForm.value };
     const locale = this.settingsService.language.code;
     const dateFormat = this.settingsService.dateFormat;
@@ -271,7 +377,16 @@ export class PaymentDialogComponent implements OnInit {
     this.fixedDepositsService
       .executeFixedDepositsAccountCommand(this.data.accountId as string, 'payment', data)
       .subscribe({
-        next: () => {
+        next: (response: any) => {
+          // Parked in the Checker Inbox rather than executed -- see the same handling in
+          // PrematureCloseDialogComponent for why an HTTP 200 here can still mean "not applied yet".
+          if (response?.rollbackTransaction) {
+            this.alertService.alert({
+              type: 'Success',
+              message:
+                'This payment has been submitted for approval. The deposit is unchanged until a checker approves it.'
+            });
+          }
           this.dialogRef.close({ confirm: true });
         },
         // Keep the dialog open with the entered values and say what went wrong, rather than leaving a

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/premature-close-dialog/premature-close-dialog.component.html

@@ -0,0 +1,282 @@
+<!--
+  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="pcd">
+  <div class="pcd__header">
+    <div class="pcd__header-left">
+      <span class="pcd__header-ico"><fa-icon icon="times-circle"></fa-icon></span>
+      <div class="pcd__header-text">
+        <h2 class="pcd__title">{{ 'labels.heading.Premature Close' | translate }}</h2>
+        <p class="pcd__subtitle">
+          Close {{ data.accountNo ?? 'this account' }} before maturity -- interest is recalculated as of the date below,
+          usually at a lower, penalty rate.
+        </p>
+      </div>
+    </div>
+    <button type="button" class="pcd__header-close" mat-dialog-close [disabled]="submitting" title="Close">
+      <fa-icon icon="times"></fa-icon>
+    </button>
+  </div>
+
+  <div mat-dialog-content class="pcd__content">
+    @if (loadFailed) {
+      <div class="pcd__error" role="alert">
+        <fa-icon icon="times-circle" class="m-r-10"></fa-icon>
+        Could not calculate the premature-closure amount for this account. Close this dialog and try again.
+      </div>
+    } @else {
+      <form [formGroup]="prematureCloseForm">
+        <mat-form-field appearance="outline" class="pcd__date" (click)="closedOnDatePicker.open()">
+          <mat-label>{{ 'labels.inputs.Premature Close Date' | translate }}</mat-label>
+          <input
+            matInput
+            [min]="minDate"
+            [max]="maxDate"
+            [matDatepicker]="closedOnDatePicker"
+            required
+            formControlName="closedOnDate"
+          />
+          <mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
+          <mat-datepicker #closedOnDatePicker></mat-datepicker>
+          @if (prematureCloseForm.controls.closedOnDate.hasError('required')) {
+            <mat-error>
+              {{ 'labels.inputs.Premature Close Date' | translate }} {{ 'labels.commons.is' | translate }}
+              <strong>{{ 'labels.commons.required' | translate }}</strong>
+            </mat-error>
+          }
+        </mat-form-field>
+
+        <mat-form-field appearance="outline">
+          <mat-label>Closure Reason</mat-label>
+          <mat-select formControlName="prematureClosureReasonId">
+            @for (reason of closureReasonOptions; track reason.id) {
+              <mat-option [value]="reason.id">{{ reason.label }}</mat-option>
+            }
+          </mat-select>
+        </mat-form-field>
+
+        @if (loadingAmount) {
+          <div class="pcd__loading">
+            <mat-spinner diameter="28"></mat-spinner>
+            <span>Calculating premature-closure amount...</span>
+          </div>
+        } @else {
+          @if (data.activatedOnDate || data.maturityDate || data.currentBalance !== undefined) {
+            <div class="pcd__preview pcd__preview--tenure">
+              @if (data.activatedOnDate) {
+                <div class="pcd__preview-row">
+                  <span class="pcd__preview-label">Current Term Started</span>
+                  <span class="pcd__preview-value">{{ activatedOnDateDisplay }}</span>
+                </div>
+                <div class="pcd__preview-row">
+                  <span class="pcd__preview-label">Tenure Completed (this term)</span>
+                  <span class="pcd__preview-value"
+                    >{{ tenureElapsedDisplay }} <span class="pcd__preview-sub">({{ daysElapsed }} days)</span></span
+                  >
+                </div>
+              }
+              @if (data.maturityDate) {
+                <div class="pcd__preview-row">
+                  <span class="pcd__preview-label">Scheduled Maturity Date</span>
+                  <span class="pcd__preview-value"
+                    >{{ maturityDateDisplay }}
+                    <span class="pcd__preview-sub">({{ daysRemainingToMaturity }} days left)</span></span
+                  >
+                </div>
+              }
+              @if (data.currentBalance !== undefined && data.currentBalance !== null) {
+                <div class="pcd__preview-row">
+                  <span class="pcd__preview-label">Current Balance (as of today)</span>
+                  <span class="pcd__preview-value">{{ data.currentBalance | formatNumber }}</span>
+                </div>
+              }
+            </div>
+          }
+
+          @if (maturityAmount !== null && maturityAmount !== undefined) {
+            <div class="pcd__preview">
+              @if (data.depositAmount) {
+                <div class="pcd__preview-row">
+                  <span class="pcd__preview-label">Deposit Amount</span>
+                  <span class="pcd__preview-value">{{ data.depositAmount | formatNumber }}</span>
+                </div>
+              }
+              @if (data.nominalAnnualInterestRate) {
+                <div class="pcd__preview-row">
+                  <span class="pcd__preview-label">Contracted Interest Rate</span>
+                  <span class="pcd__preview-value">{{ data.nominalAnnualInterestRate }}%</span>
+                </div>
+              }
+              @if (effectiveInterestRate !== null && effectiveInterestRate !== undefined) {
+                <div class="pcd__preview-row pcd__preview-row--highlight">
+                  <span class="pcd__preview-label">Effective Rate for this closure</span>
+                  <span class="pcd__preview-value">{{ effectiveInterestRate }}%</span>
+                </div>
+              }
+              @if (data.preClosurePenalApplicable) {
+                <div
+                  class="pcd__preview-row"
+                  [class.pcd__preview-row--waived]="prematureCloseForm.get('waivePreClosurePenalty').value"
+                >
+                  <span class="pcd__preview-label"
+                    >Pre-Closure Penalty (on {{ data.preClosurePenalInterestOnType?.value }})</span
+                  >
+                  <span class="pcd__preview-value">
+                    @if (prematureCloseForm.get('waivePreClosurePenalty').value) {
+                      <span class="pcd__penalty-waived-tag">Waived</span>
+                    } @else {
+                      &minus; {{ data.preClosurePenalInterest }}%
+                    }
+                  </span>
+                </div>
+              }
+              @if (interestEarned !== null) {
+                <div class="pcd__preview-row pcd__preview-row--highlight">
+                  <span class="pcd__preview-label"
+                    >Interest Earned (to {{ 'labels.inputs.Premature Close Date' | translate }})</span
+                  >
+                  <span class="pcd__preview-value"
+                    >{{ interestEarned >= 0 ? '+' : '' }} {{ interestEarned | formatNumber }}</span
+                  >
+                </div>
+              }
+              <div class="pcd__preview-row pcd__preview-row--total">
+                <span class="pcd__preview-label">{{ 'labels.inputs.Maturity Amount' | translate }}</span>
+                <span class="pcd__preview-value">{{ maturityAmount | formatNumber }}</span>
+              </div>
+            </div>
+          }
+
+          @if (data.preClosurePenalApplicable) {
+            @if (isAutoWaivedReason) {
+              <div class="pcd__waive-locked">
+                <fa-icon icon="check-circle" class="m-r-10"></fa-icon>
+                <span>
+                  Penalty automatically waived -- <strong>{{ selectedReasonLabel }}</strong> always waives the
+                  pre-closure penalty, regardless of this checkbox.
+                </span>
+              </div>
+            } @else {
+              <mat-checkbox formControlName="waivePreClosurePenalty" class="pcd__waive-checkbox">
+                Waive the pre-closure penalty for this closure
+                <span class="pcd__waive-hint">
+                  Interest recalculates at the full contracted rate instead of the penalty rate above. This does not
+                  change the product's own penalty setting -- it applies to this one closure only.
+                </span>
+              </mat-checkbox>
+            }
+          }
+
+          <div class="pcd__section-label" id="pcd-action-label">{{ 'labels.inputs.Action' | translate }}</div>
+          <div class="pcd__options" role="radiogroup" aria-labelledby="pcd-action-label">
+            @for (closureOption of onAccountClosureOptions; track closureOption) {
+              <button
+                type="button"
+                class="pcd__option"
+                role="radio"
+                [attr.aria-checked]="prematureCloseForm.get('onAccountClosureId').value === closureOption.id"
+                [class.pcd__option--active]="prematureCloseForm.get('onAccountClosureId').value === closureOption.id"
+                (click)="selectClosureType(closureOption.id)"
+              >
+                <span class="pcd__option-ico"><fa-icon [icon]="iconFor(closureOption.id)"></fa-icon></span>
+                <span class="pcd__option-text">
+                  <span class="pcd__option-title">{{ closureOption.value }}</span>
+                  <span class="pcd__option-desc">{{ descriptionFor(closureOption.id) }}</span>
+                </span>
+                @if (prematureCloseForm.get('onAccountClosureId').value === closureOption.id) {
+                  <fa-icon icon="check-circle" class="pcd__option-check"></fa-icon>
+                }
+              </button>
+            }
+          </div>
+          @if (
+            prematureCloseForm.controls.onAccountClosureId?.hasError('required') &&
+            prematureCloseForm.controls.onAccountClosureId?.touched
+          ) {
+            <div class="pcd__option-error">
+              {{ 'labels.inputs.Account action' | translate }} {{ 'labels.commons.is' | translate }}
+              {{ 'labels.commons.required' | translate }}
+            </div>
+          }
+
+          @if (noDestinationAccounts) {
+            <p class="pcd__hint pcd__hint--warn" role="alert">
+              <fa-icon icon="info-circle" class="m-r-5"></fa-icon>
+              This customer has no active savings account to transfer into. Premature closure has to be paid into a
+              savings account, so open one for this customer before closing this deposit.
+            </p>
+          }
+
+          @if (prematureCloseForm.contains('toSavingsAccountId')) {
+            <mat-form-field appearance="outline">
+              <mat-label>{{ 'labels.inputs.Transfer to Savings' | translate }}</mat-label>
+              <mat-select required formControlName="toSavingsAccountId">
+                @for (account of savingsAccountsData; track account) {
+                  <mat-option [value]="account.id">
+                    {{ account.accountNo }}
+                  </mat-option>
+                }
+              </mat-select>
+              @if (prematureCloseForm.controls.toSavingsAccountId?.hasError('required')) {
+                <mat-error>
+                  {{ 'labels.inputs.Transfer to savings account' | translate }} {{ 'labels.commons.is' | translate }}
+                  <strong>{{ 'labels.commons.required' | translate }}</strong>
+                </mat-error>
+              }
+            </mat-form-field>
+          }
+
+          @if (prematureCloseForm.contains('toGlAccountId')) {
+            <mifosx-gl-account-selector
+              [inputFormControl]="toGlAccountControl"
+              [glAccountList]="glAccountsData"
+              [required]="true"
+              [inputLabel]="'Transfer to GL Account'"
+            >
+            </mifosx-gl-account-selector>
+          }
+
+          @if (prematureCloseForm.contains('transferDescription')) {
+            <mat-form-field appearance="outline">
+              <mat-label>{{ 'labels.inputs.Transfer Description' | translate }}</mat-label>
+              <input matInput formControlName="transferDescription" />
+            </mat-form-field>
+          }
+
+          @if (prematureCloseForm.contains('note')) {
+            <mat-form-field appearance="outline">
+              <mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
+              <textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
+            </mat-form-field>
+          }
+        }
+
+        @if (submitError) {
+          <p class="pcd__error" role="alert">
+            <fa-icon icon="times-circle" class="m-r-5"></fa-icon>
+            {{ submitError }}
+          </p>
+        }
+      </form>
+    }
+  </div>
+
+  <div mat-dialog-actions align="end" class="pcd__actions">
+    <button mat-button mat-dialog-close [disabled]="submitting" class="pcd__btn-cancel">
+      {{ 'labels.buttons.Cancel' | translate }}
+    </button>
+    <button
+      mat-raised-button
+      class="pcd__btn-submit"
+      [disabled]="!prematureCloseForm?.valid || submitting || loadFailed || loadingAmount"
+      (click)="submit()"
+    >
+      {{ submitting ? ('labels.buttons.Processing' | translate) : ('labels.buttons.Confirm' | translate) }}
+    </button>
+  </div>
+</div>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/premature-close-dialog/premature-close-dialog.component.scss

@@ -0,0 +1,468 @@
+/**
+ * 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/.
+ */
+
+/**
+ * Premature Close Dialog Styles
+ * CBSNexora Core Banking System
+ *
+ * Same shape/spacing/typography as the Payment dialog (.pmt__*), in this Danger Zone action's own red
+ * accent on the header and Confirm button, rather than Payment's blue -- an irreversible, usually
+ * penalty-bearing action reads differently from a routine one, everywhere else stays identical so the
+ * two dialogs feel like the same product.
+ */
+
+.pcd {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  max-height: 92vh;
+  box-sizing: border-box;
+  font-family:
+    'DM Sans',
+    system-ui,
+    -apple-system,
+    sans-serif;
+  color: #0f172a;
+  border-radius: 16px;
+  overflow: hidden;
+  box-shadow: 0 24px 48px -12px rgb(15 23 42 / 25%);
+}
+
+.pcd__header {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 26px 30px;
+  background: linear-gradient(135deg, #7f1d1d 0%, #b91c1c 55%, #dc2626 100%);
+  color: #fff;
+  flex-shrink: 0;
+  position: relative;
+  overflow: hidden;
+
+  &::after {
+    content: '';
+    position: absolute;
+    inset: 0;
+    background: radial-gradient(circle at 88% -20%, rgb(255 255 255 / 22%), transparent 55%);
+    pointer-events: none;
+  }
+
+  &-left {
+    display: flex;
+    align-items: center;
+    gap: 16px;
+    position: relative;
+    z-index: 1;
+  }
+
+  &-ico {
+    width: 48px;
+    height: 48px;
+    border-radius: 14px;
+    background: rgb(255 255 255 / 16%);
+    border: 1px solid rgb(255 255 255 / 25%);
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    font-size: 20px;
+    color: #fff;
+    flex-shrink: 0;
+  }
+
+  &-text {
+    display: flex;
+    flex-direction: column;
+  }
+
+  &-close {
+    position: relative;
+    z-index: 1;
+    background: rgb(255 255 255 / 14%);
+    border: none;
+    color: #fff;
+    width: 34px;
+    height: 34px;
+    border-radius: 50%;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    cursor: pointer;
+    transition: all 0.2s ease;
+    flex-shrink: 0;
+
+    &:hover:not(:disabled) {
+      background: rgb(255 255 255 / 28%);
+      transform: rotate(90deg);
+    }
+
+    &:disabled {
+      opacity: 0.5;
+      cursor: not-allowed;
+    }
+  }
+}
+
+.pcd__title {
+  margin: 0;
+  font-size: 20px;
+  font-weight: 800;
+  color: #fff;
+  line-height: 1.25;
+  letter-spacing: -0.01em;
+}
+
+.pcd__subtitle {
+  margin: 5px 0 0;
+  font-size: 13px;
+  color: rgb(255 255 255 / 88%);
+  line-height: 1.4;
+}
+
+.pcd__content {
+  padding: 26px 30px !important;
+  overflow-y: auto;
+  flex: 1 1 auto;
+  background: #fbfcfe;
+
+  mat-form-field {
+    width: 100%;
+  }
+}
+
+.pcd__loading {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  color: #64748b;
+  font-size: 13px;
+  padding: 14px 0 18px;
+}
+
+.pcd__preview {
+  display: flex;
+  flex-direction: column;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 14px;
+  padding: 4px 18px;
+  margin: 0 0 18px;
+
+  &-row {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 12px;
+    padding: 11px 0;
+    border-bottom: 1px solid #f1f5f9;
+
+    &:last-child {
+      border-bottom: none;
+    }
+
+    &--highlight {
+      .pcd__preview-value {
+        color: #b91c1c;
+        font-weight: 800;
+      }
+    }
+
+    &--total {
+      margin: 0 -18px;
+      padding: 14px 18px;
+      background: linear-gradient(135deg, #fef2f2 0%, #fee2e2 100%);
+      border-bottom: none;
+      border-radius: 0 0 12px 12px;
+
+      .pcd__preview-label {
+        color: #b91c1c;
+        font-weight: 700;
+      }
+
+      .pcd__preview-value {
+        color: #0f172a;
+        font-size: 18px;
+        font-weight: 800;
+      }
+    }
+  }
+
+  &-label {
+    font-size: 12.5px;
+    color: #64748b;
+    font-weight: 600;
+  }
+
+  &-value {
+    font-family: 'JetBrains Mono', 'DM Sans', monospace;
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+  }
+
+  &-sub {
+    font-family: 'DM Sans', sans-serif;
+    font-size: 11px;
+    font-weight: 500;
+    color: #94a3b8;
+    margin-left: 4px;
+  }
+}
+
+.pcd__preview--tenure {
+  margin-bottom: 14px;
+}
+
+.pcd__preview-row--waived {
+  .pcd__preview-label {
+    color: #16a34a;
+  }
+}
+
+.pcd__penalty-waived-tag {
+  font-family: 'DM Sans', sans-serif;
+  font-size: 11px;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.04em;
+  color: #15803d;
+  background: #dcfce7;
+  border: 1px solid #86efac;
+  border-radius: 999px;
+  padding: 3px 10px;
+}
+
+.pcd__waive-checkbox {
+  display: flex;
+  align-items: flex-start;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  padding: 14px 16px;
+  margin: 0 0 18px;
+  font-size: 13px;
+  font-weight: 600;
+  color: #0f172a;
+
+  ::ng-deep .mdc-form-field {
+    align-items: flex-start;
+  }
+
+  ::ng-deep .mdc-checkbox {
+    margin-top: -9px;
+  }
+}
+
+.pcd__waive-locked {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  background: #f0fdf4;
+  border: 1px solid #bbf7d0;
+  border-left: 4px solid #16a34a;
+  border-radius: 10px;
+  color: #15803d;
+  font-size: 13px;
+  line-height: 1.5;
+  padding: 12px 16px;
+  margin: 0 0 18px;
+
+  strong {
+    color: #166534;
+  }
+}
+
+.pcd__waive-hint {
+  display: block;
+  font-size: 12px;
+  font-weight: 500;
+  color: #64748b;
+  margin-top: 3px;
+  line-height: 1.4;
+}
+
+.pcd__section-label {
+  font-size: 12px;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.06em;
+  color: #475569;
+  margin: 10px 0 12px;
+}
+
+/* Action Options Grid - 2 Equal Columns */
+.pcd__options {
+  display: grid;
+  grid-template-columns: repeat(2, 1fr);
+  gap: 14px;
+  margin-bottom: 18px;
+
+  @media (width <= 560px) {
+    grid-template-columns: 1fr;
+  }
+}
+
+.pcd__option {
+  display: flex;
+  align-items: flex-start;
+  gap: 14px;
+  text-align: left;
+  background: #fff;
+  border: 1.5px solid #e2e8f0;
+  border-radius: 14px;
+  padding: 16px;
+  cursor: pointer;
+  font: inherit;
+  transition: all 0.2s cubic-bezier(0.4, 0, 0.2, 1);
+  position: relative;
+
+  &:hover {
+    border-color: #fca5a5;
+    background: #f8fafc;
+    box-shadow: 0 6px 16px rgb(15 23 42 / 6%);
+    transform: translateY(-1px);
+  }
+
+  &--active {
+    border-color: #dc2626;
+    background: #fef2f2;
+    box-shadow: 0 0 0 1.5px #dc2626;
+
+    .pcd__option-ico {
+      background: #dc2626;
+      color: #fff;
+      border-color: #dc2626;
+    }
+  }
+
+  &-ico {
+    width: 38px;
+    height: 38px;
+    min-width: 38px;
+    border-radius: 10px;
+    background: #f1f5f9;
+    border: 1px solid #e2e8f0;
+    color: #dc2626;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    font-size: 15px;
+    flex-shrink: 0;
+    transition: all 0.2s ease;
+  }
+
+  &-text {
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+    flex: 1;
+  }
+
+  &-title {
+    font-size: 14px;
+    font-weight: 700;
+    color: #0f172a;
+    line-height: 1.3;
+  }
+
+  &-desc {
+    font-size: 12px;
+    color: #64748b;
+    line-height: 1.4;
+  }
+
+  &-check {
+    color: #dc2626;
+    font-size: 17px;
+    position: absolute;
+    top: 14px;
+    right: 14px;
+  }
+}
+
+.pcd__option-error {
+  color: #b91c1c;
+  font-size: 12px;
+  font-weight: 600;
+  margin: -10px 0 14px;
+}
+
+.pcd__hint {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  background: #f0f9ff;
+  border: 1px solid #bae6fd;
+  border-left: 4px solid #0284c7;
+  border-radius: 10px;
+  color: #0369a1;
+  font-size: 13px;
+  line-height: 1.5;
+  padding: 12px 16px;
+  margin: 0 0 18px;
+
+  &--warn {
+    background: #fffbeb;
+    border-color: #fde68a;
+    border-left-color: #d97706;
+    color: #b45309;
+  }
+}
+
+.pcd__error {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  background: #fef2f2;
+  border: 1px solid #fecaca;
+  border-left: 4px solid #ef4444;
+  border-radius: 10px;
+  color: #b91c1c;
+  font-size: 13px;
+  padding: 12px 16px;
+  margin: 10px 0;
+}
+
+.pcd__actions {
+  padding: 18px 30px !important;
+  border-top: 1px solid #e2e8f0;
+  background: #fff;
+  display: flex;
+  align-items: center;
+  justify-content: flex-end;
+  gap: 14px;
+  flex-shrink: 0;
+
+  .pcd__btn-cancel {
+    border-radius: 10px;
+    font-weight: 600;
+    color: #475569;
+  }
+
+  .pcd__btn-submit {
+    border-radius: 10px;
+    font-weight: 700;
+    padding: 0 26px;
+    height: 42px;
+    background: linear-gradient(135deg, #b91c1c 0%, #dc2626 100%);
+    color: #fff;
+    box-shadow: 0 8px 20px rgb(220 38 38 / 30%);
+    transition: all 0.2s ease;
+
+    &:hover:not(:disabled) {
+      box-shadow: 0 10px 24px rgb(220 38 38 / 40%);
+      transform: translateY(-1px);
+    }
+
+    &:disabled {
+      background: #cbd5e1;
+      box-shadow: none;
+      color: #64748b;
+    }
+  }
+}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/custom-dialogs/premature-close-dialog/premature-close-dialog.component.ts

@@ -0,0 +1,446 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/** Angular Imports */
+import { Component, OnInit, inject } from '@angular/core';
+import {
+  MAT_DIALOG_DATA,
+  MatDialogRef,
+  MatDialogContent,
+  MatDialogActions,
+  MatDialogClose
+} from '@angular/material/dialog';
+import { CdkScrollable } from '@angular/cdk/scrolling';
+import { CdkTextareaAutosize } from '@angular/cdk/text-field';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { UntypedFormBuilder, UntypedFormGroup, UntypedFormControl, Validators } from '@angular/forms';
+
+/** Custom Services */
+import { FixedDepositsService } from '../../../fixed-deposits.service';
+import { SettingsService } from 'app/settings/settings.service';
+import { AccountingService } from 'app/accounting/accounting.service';
+import { AlertService } from 'app/core/alert/alert.service';
+import { Dates } from 'app/core/utils/dates';
+import { FormatNumberPipe } from '../../../../../pipes/format-number.pipe';
+import { GlAccountSelectorComponent } from 'app/shared/accounting/gl-account-selector/gl-account-selector.component';
+import { GLAccount } from 'app/shared/models/general.model';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/**
+ * "Premature Close" dialog -- Active-only, no reinvest option (the deposit hasn't matured, so there's
+ * nothing to renew): transfer the pre-maturity balance to a savings account, or post it to a GL account.
+ * There is deliberately no cash payout -- the backend does not offer or accept one for a premature
+ * closure, so the proceeds always stay traceable to an account. Same
+ * `.pcd__*` visual language as the Payment dialog ({@link PaymentDialogComponent}), in this Danger Zone
+ * action's own red accent rather than Payment's blue, since it's an irreversible, usually
+ * penalty-bearing action rather than a routine one.
+ * <p>
+ * The premature amount is date-dependent (unlike Payment's one-shot template load): every change to
+ * Closed On Date re-calls `calculatePrematureAmount`, same as the full-page form this replaces did.
+ */
+@Component({
+  selector: 'mifosx-premature-close-dialog',
+  templateUrl: './premature-close-dialog.component.html',
+  styleUrls: ['./premature-close-dialog.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    CdkScrollable,
+    MatDialogContent,
+    MatDialogActions,
+    MatDialogClose,
+    CdkTextareaAutosize,
+    FaIconComponent,
+    FormatNumberPipe,
+    GlAccountSelectorComponent
+  ]
+})
+export class PrematureCloseDialogComponent implements OnInit {
+  /** The `onAccountClosureId` codes Premature Close can offer -- same codes Payment/Close use. */
+  private static readonly WITHDRAW_DEPOSIT_ID = 100;
+  private static readonly TRANSFER_TO_SAVINGS_ID = 200;
+  private static readonly TRANSFER_TO_GL_ID = 600;
+
+  private static readonly ACTION_ICONS: Record<number, string> = {
+    [PrematureCloseDialogComponent.WITHDRAW_DEPOSIT_ID]: 'money-bill-wave',
+    [PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'wallet',
+    [PrematureCloseDialogComponent.TRANSFER_TO_GL_ID]: 'book'
+  };
+
+  private static readonly ACTION_DESCRIPTIONS: Record<number, string> = {
+    [PrematureCloseDialogComponent.WITHDRAW_DEPOSIT_ID]: 'Pay out the full balance in cash',
+    [PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID]: 'Move the full balance to another savings account',
+    [PrematureCloseDialogComponent.TRANSFER_TO_GL_ID]: 'Post the full balance to a GL account'
+  };
+
+  /**
+   * Mirrors the backend's PrematureClosureReasonType values exactly -- see that enum for why these
+   * four (everything but Normal) always waive the penalty by RBI policy rather than at the maker's
+   * discretion. `gatedBy` is the product-facility flag (from `data`) that must be true for the option
+   * to even be offered; `null` means always offered. Deceased Settlement / Nominee-Legal Heir Closure
+   * are gated because they are the product's own opt-in facilities (see SavingsProduct
+   * deceasedSettlement/noPenaltyNomineeHeirClosure) -- a product that never enabled one shouldn't let
+   * a maker pick it to bypass a penalty that product's terms don't actually exempt.
+   */
+  private static readonly NORMAL_REASON_ID = 100;
+  private static readonly ALL_CLOSURE_REASONS: {
+    id: number;
+    label: string;
+    autoWaived: boolean;
+    gatedBy: 'deceasedSettlement' | 'noPenaltyNomineeHeirClosure' | null;
+  }[] = [
+    { id: 100, label: 'Normal Premature Closure', autoWaived: false, gatedBy: null },
+    { id: 200, label: 'Premature Extension / Renewal', autoWaived: true, gatedBy: null },
+    { id: 300, label: 'Conversion to Another Term Deposit', autoWaived: true, gatedBy: null },
+    { id: 400, label: 'Deceased Settlement', autoWaived: true, gatedBy: 'deceasedSettlement' },
+    { id: 500, label: 'Nominee / Legal Heir Closure', autoWaived: true, gatedBy: 'noPenaltyNomineeHeirClosure' }
+  ];
+
+  dialogRef = inject<MatDialogRef<PrematureCloseDialogComponent>>(MatDialogRef);
+  data: {
+    accountId: number | string;
+    accountNo?: string;
+    depositAmount?: number;
+    nominalAnnualInterestRate?: number;
+    preClosurePenalApplicable?: boolean;
+    preClosurePenalInterest?: number;
+    preClosurePenalInterestOnType?: { value: string };
+    deceasedSettlement?: boolean;
+    noPenaltyNomineeHeirClosure?: boolean;
+    activatedOnDate?: any;
+    maturityDate?: any;
+    currentBalance?: number;
+  } = inject(MAT_DIALOG_DATA);
+  private formBuilder = inject(UntypedFormBuilder);
+  private fixedDepositsService = inject(FixedDepositsService);
+  private settingsService = inject(SettingsService);
+  private accountingService = inject(AccountingService);
+  private alertService = inject(AlertService);
+  private dateUtils = inject(Dates);
+
+  prematureCloseForm: UntypedFormGroup;
+  onAccountClosureOptions: any[] = [];
+  savingsAccountsData: any[] = [];
+  /** Postable GL accounts, loaded once -- only read when the GL action is chosen. */
+  glAccountsData: GLAccount[] = [];
+  maturityAmount: number = null;
+  /** The rate actually resolved for THIS preview by the backend (actual-period vs contracted,
+   *  penalty-deducted or not) -- distinct from data.nominalAnnualInterestRate, which is always the
+   *  account's unmodified contracted rate. Read fresh on every recalculation. */
+  effectiveInterestRate: number = null;
+  loadingAmount = true;
+  loadFailed = false;
+  submitting = false;
+  submitError: string = null;
+  minDate = new Date(2000, 0, 1);
+  maxDate: Date;
+
+  ngOnInit(): void {
+    this.maxDate = this.settingsService.businessDate;
+    this.prematureCloseForm = this.formBuilder.group({
+      closedOnDate: [
+        this.maxDate,
+        Validators.required
+      ],
+      // Both always present (not added conditionally like onAccountClosureId below) so submit()
+      // always carries a value, even for a product with no penalty configured at all -- the backend
+      // ignores them there anyway, since there is nothing to waive.
+      prematureClosureReasonId: [PrematureCloseDialogComponent.NORMAL_REASON_ID],
+      waivePreClosurePenalty: [false]
+    });
+
+    this.prematureCloseForm
+      .get('closedOnDate')
+      .valueChanges.subscribe((date: Date) => this.calculatePrematureAmount(date));
+    // Waiving/un-waiving recalculates the preview the same way changing the date does -- the maker
+    // should see the actual amount they're about to confirm, not the penalty-applied one, the moment
+    // they tick the box.
+    this.prematureCloseForm
+      .get('waivePreClosurePenalty')
+      .valueChanges.subscribe(() => this.calculatePrematureAmount(this.prematureCloseForm.get('closedOnDate').value));
+    // Picking an RBI-mandated waiver reason forces the checkbox on (see onClosureReasonChange) and,
+    // like it, recalculates the preview so the amount shown always matches the reason selected.
+    this.prematureCloseForm
+      .get('prematureClosureReasonId')
+      .valueChanges.subscribe((id: number) => this.onClosureReasonChange(id));
+    // Same date the form already starts with -- without this the amount/options never load unless the
+    // maker happens to touch the date picker, which the full-page form this replaces required too.
+    this.calculatePrematureAmount(this.maxDate);
+  }
+
+  /** The reason list this account's product actually allows -- see ALL_CLOSURE_REASONS' `gatedBy`. */
+  get closureReasonOptions(): { id: number; label: string; autoWaived: boolean }[] {
+    return PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.filter(
+      (reason) => !reason.gatedBy || this.data[reason.gatedBy]
+    );
+  }
+
+  /** True when the selected reason waives the penalty by policy, not maker choice -- the checkbox is
+   *  hidden in favour of a plain statement of that fact when this is true (see the template). */
+  get isAutoWaivedReason(): boolean {
+    return !!this.selectedReason?.autoWaived;
+  }
+
+  get selectedReasonLabel(): string {
+    return this.selectedReason?.label ?? '';
+  }
+
+  private get selectedReason(): { id: number; label: string; autoWaived: boolean } | undefined {
+    const id = this.prematureCloseForm?.get('prematureClosureReasonId')?.value;
+    return PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.find((reason) => reason.id === id);
+  }
+
+  private onClosureReasonChange(reasonId: number): void {
+    const reason = PrematureCloseDialogComponent.ALL_CLOSURE_REASONS.find((r) => r.id === reasonId);
+    if (reason?.autoWaived) {
+      // emitEvent: false -- the explicit calculatePrematureAmount call below already covers this
+      // change; without it, this setValue would also fire waivePreClosurePenalty's own subscription
+      // and the amount would be calculated twice for one reason change.
+      this.prematureCloseForm.get('waivePreClosurePenalty').setValue(true, { emitEvent: false });
+    }
+    this.calculatePrematureAmount(this.prematureCloseForm.get('closedOnDate').value);
+  }
+
+  private calculatePrematureAmount(date: Date): void {
+    this.loadingAmount = true;
+    this.loadFailed = false;
+    const locale = this.settingsService.language.code;
+    const dateFormat = this.settingsService.dateFormat;
+    const data = {
+      closedOnDate: this.dateUtils.formatDate(date, dateFormat),
+      dateFormat,
+      locale,
+      prematureClosureReasonId: this.prematureCloseForm.get('prematureClosureReasonId')?.value,
+      waivePreClosurePenalty: !!this.prematureCloseForm.get('waivePreClosurePenalty')?.value
+    };
+    this.fixedDepositsService
+      .executeFixedDepositsAccountCommand(this.data.accountId as string, 'calculatePrematureAmount', data)
+      .subscribe({
+        next: (response: any) => {
+          this.savingsAccountsData = response.savingsAccounts ?? [];
+          this.onAccountClosureOptions = response.onAccountClosureOptions ?? [];
+          this.maturityAmount = response.maturityAmount;
+          this.effectiveInterestRate = response.nominalAnnualInterestRate ?? null;
+          this.loadingAmount = false;
+          if (!this.prematureCloseForm.contains('onAccountClosureId')) {
+            this.prematureCloseForm.addControl('onAccountClosureId', new UntypedFormControl('', Validators.required));
+            this.prematureCloseForm.addControl('note', new UntypedFormControl(''));
+            this.prematureCloseForm
+              .get('onAccountClosureId')
+              .valueChanges.subscribe((id: number) => this.onClosureTypeChange(id));
+          }
+        },
+        // Without this the spinner would run forever on a failed load, leaving Cancel as the only way out.
+        error: () => {
+          this.loadingAmount = false;
+          this.loadFailed = true;
+        }
+      });
+  }
+
+  /** Adds/removes the destination control to match what the chosen type needs. */
+  private onClosureTypeChange(id: number): void {
+    const toSavings = id === PrematureCloseDialogComponent.TRANSFER_TO_SAVINGS_ID;
+    const toGl = id === PrematureCloseDialogComponent.TRANSFER_TO_GL_ID;
+
+    if (toSavings && !this.prematureCloseForm.contains('toSavingsAccountId')) {
+      this.prematureCloseForm.addControl('toSavingsAccountId', new UntypedFormControl('', Validators.required));
+    } else if (!toSavings) {
+      this.prematureCloseForm.removeControl('toSavingsAccountId');
+    }
+
+    if (toGl) {
+      if (!this.prematureCloseForm.contains('toGlAccountId')) {
+        this.prematureCloseForm.addControl('toGlAccountId', new UntypedFormControl('', Validators.required));
+      }
+      this.loadGlAccounts();
+    } else {
+      this.prematureCloseForm.removeControl('toGlAccountId');
+    }
+
+    // Both destinations carry the description through -- to the account transfer, or to the narration on
+    // the journal entry that credits the GL account.
+    if ((toSavings || toGl) && !this.prematureCloseForm.contains('transferDescription')) {
+      this.prematureCloseForm.addControl('transferDescription', new UntypedFormControl(''));
+    } else if (!toSavings && !toGl) {
+      this.prematureCloseForm.removeControl('transferDescription');
+    }
+  }
+
+  /** Fetched on first use rather than with the dialog, since most closures never pick the GL action. */
+  private loadGlAccounts(): void {
+    if (this.glAccountsData.length) {
+      return;
+    }
+    this.accountingService.getGlAccounts().subscribe((accounts: GLAccount[]) => {
+      this.glAccountsData = accounts ?? [];
+    });
+  }
+
+  /** The GL selector takes a control instance, not a control name. */
+  get toGlAccountControl(): UntypedFormControl {
+    return this.prematureCloseForm.get('toGlAccountId') as UntypedFormControl;
+  }
+
+  /** The gap between the deposit and the computed maturity amount -- the actual interest this premature
+   *  closure earns, at whatever rate (contracted, or the lower pre-closure-penalty one below) applied. */
+  get interestEarned(): number | null {
+    if (this.maturityAmount === null || this.maturityAmount === undefined || !this.data.depositAmount) {
+      return null;
+    }
+    return Number(this.maturityAmount) - Number(this.data.depositAmount);
+  }
+
+  get activatedOnDateDisplay(): string {
+    return this.formatFullDate(this.data.activatedOnDate);
+  }
+
+  get maturityDateDisplay(): string {
+    return this.formatFullDate(this.data.maturityDate);
+  }
+
+  /**
+   * The date every "as of" figure in this dialog is measured against -- the maker's own chosen Premature
+   * Close Date, falling back to Fineract's configured Business Date. Deliberately NOT the real-world
+   * clock (`new Date()`): Fineract's business date can lag behind the calendar (a bank's own admin
+   * advances it), and the backend's interest calculation is measured from THIS date, not today's actual
+   * date. Using the real clock here previously showed a "days elapsed" figure that disagreed with the
+   * interest the backend actually computed for the same closure -- both must read off the same clock.
+   */
+  private get referenceDate(): Date {
+    const picked = this.prematureCloseForm?.get('closedOnDate')?.value;
+    return picked instanceof Date ? picked : this.maxDate;
+  }
+
+  /** Days from the current term's start to the chosen closure date -- 0 if the date is missing or the
+   *  closure date is somehow before it, rather than a negative. */
+  get daysElapsed(): number | null {
+    const start = this.data.activatedOnDate ? this.dateUtils.parseDate(this.data.activatedOnDate) : null;
+    if (!start) {
+      return null;
+    }
+    return Math.max(0, this.dateUtils.calculateDiff(start, this.referenceDate));
+  }
+
+  /** Days from the chosen closure date to the scheduled maturity date -- 0 once matured/overdue rather
+   *  than negative, since this dialog is for a still-Active account closing early, not a matured one. */
+  get daysRemainingToMaturity(): number | null {
+    const maturity = this.data.maturityDate ? this.dateUtils.parseDate(this.data.maturityDate) : null;
+    if (!maturity) {
+      return null;
+    }
+    return Math.max(0, this.dateUtils.calculateDiff(this.referenceDate, maturity));
+  }
+
+  /** Elapsed tenure as Years/Months/Days, the way a real passbook states it, rather than a raw day
+   *  count that is hard to read for a multi-year FD. */
+  get tenureElapsedDisplay(): string {
+    const start = this.data.activatedOnDate ? this.dateUtils.parseDate(this.data.activatedOnDate) : null;
+    if (!start) {
+      return '—';
+    }
+    const { years, months, days } = PrematureCloseDialogComponent.yearsMonthsDaysBetween(start, this.referenceDate);
+    const parts: string[] = [];
+    if (years > 0) {
+      parts.push(`${years} yr${years === 1 ? '' : 's'}`);
+    }
+    if (months > 0) {
+      parts.push(`${months} mo${months === 1 ? '' : 's'}`);
+    }
+    if (days > 0 || parts.length === 0) {
+      parts.push(`${days} day${days === 1 ? '' : 's'}`);
+    }
+    return parts.join(', ');
+  }
+
+  private formatFullDate(value: any): string {
+    if (!value) {
+      return '—';
+    }
+    const parsed = this.dateUtils.parseDate(value);
+    // "28 September 2026" -- day/month-name/year, so this reads unambiguously regardless of the
+    // account's own configured short date format elsewhere in the app.
+    return this.dateUtils.formatDate(parsed, 'd MMMM y');
+  }
+
+  private static yearsMonthsDaysBetween(start: Date, end: Date): { years: number; months: number; days: number } {
+    let years = end.getFullYear() - start.getFullYear();
+    let months = end.getMonth() - start.getMonth();
+    let days = end.getDate() - start.getDate();
+    if (days < 0) {
+      months -= 1;
+      const daysInPreviousMonth = new Date(end.getFullYear(), end.getMonth(), 0).getDate();
+      days += daysInPreviousMonth;
+    }
+    if (months < 0) {
+      years -= 1;
+      months += 12;
+    }
+    return { years: Math.max(0, years), months: Math.max(0, months), days: Math.max(0, days) };
+  }
+
+  /** True when the chosen action needs a destination account but the customer has none to pick. */
+  get noDestinationAccounts(): boolean {
+    return (
+      !this.loadingAmount &&
+      this.prematureCloseForm?.contains('toSavingsAccountId') &&
+      this.savingsAccountsData.length === 0
+    );
+  }
+
+  iconFor(id: number): string {
+    return PrematureCloseDialogComponent.ACTION_ICONS[id] ?? 'circle';
+  }
+
+  descriptionFor(id: number): string {
+    return PrematureCloseDialogComponent.ACTION_DESCRIPTIONS[id] ?? '';
+  }
+
+  selectClosureType(id: number): void {
+    this.prematureCloseForm.get('onAccountClosureId').setValue(id);
+    this.prematureCloseForm.get('onAccountClosureId').markAsTouched();
+  }
+
+  submit(): void {
+    const formValue = { ...this.prematureCloseForm.value };
+    const locale = this.settingsService.language.code;
+    const dateFormat = this.settingsService.dateFormat;
+    if (formValue.closedOnDate instanceof Date) {
+      formValue.closedOnDate = this.dateUtils.formatDate(formValue.closedOnDate, dateFormat);
+    }
+    const data = { ...formValue, dateFormat, locale };
+    this.submitting = true;
+    this.submitError = null;
+    this.fixedDepositsService
+      .executeFixedDepositsAccountCommand(this.data.accountId as string, 'prematureClose', data)
+      .subscribe({
+        next: (response: any) => {
+          // A command on a maker-checker permission is parked in the Checker Inbox, not executed:
+          // the platform rolls its transaction back and still answers HTTP 200 with
+          // rollbackTransaction: true. Without saying so, the dialog closes and the account reloads
+          // unchanged -- which reads as "nothing happened" rather than "waiting for approval".
+          if (response?.rollbackTransaction) {
+            this.alertService.alert({
+              type: 'Success',
+              message:
+                'Premature closure has been submitted for approval. The deposit is unchanged until a checker approves it.'
+            });
+          }
+          this.dialogRef.close({ confirm: true });
+        },
+        // Keep the dialog open with the entered values and say what went wrong, rather than leaving a
+        // permanently disabled Confirm behind whatever modal the global interceptor threw up.
+        error: (error: any) => {
+          this.submitting = false;
+          this.submitError =
+            error?.error?.defaultUserMessage ??
+            error?.error?.errors?.[0]?.defaultUserMessage ??
+            'This account could not be prematurely closed. Please review the details and try again.';
+        }
+      });
+  }
+}

src/app/deposits/fixed-deposits/fixed-deposit-account-view/fixed-deposit-account-view.component.ts

@@ -17,6 +17,7 @@ import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-int
 import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
 import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
 import { PaymentDialogComponent } from './custom-dialogs/payment-dialog/payment-dialog.component';
+import { PrematureCloseDialogComponent } from './custom-dialogs/premature-close-dialog/premature-close-dialog.component';
 import { DepositCertificateDialogComponent } from 'app/shared/deposit-certificate-dialog/deposit-certificate-dialog.component';
 
 /** Custom Button Config. */
@@ -29,6 +30,7 @@ import { AccountsService } from 'app/accounts/accounts.service';
 import { Currency } from 'app/shared/models/general.model';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
+import { AlertService } from 'app/core/alert/alert.service';
 import { AuthenticationService } from '../../../core/authentication/authentication.service';
 import { MatTooltip } from '@angular/material/tooltip';
 import { NgClass, CurrencyPipe } from '@angular/common';
@@ -73,6 +75,7 @@ import { DormancyAlertPanelComponent } from 'app/shared/dormancy-alert-panel/dor
 export class FixedDepositAccountViewComponent implements OnInit {
   private route = inject(ActivatedRoute);
   private router = inject(Router);
+  private alertService = inject(AlertService);
   private fixedDepositsService = inject(FixedDepositsService);
   private savingsService = inject(SavingsService);
   private accountsService = inject(AccountsService);
@@ -238,7 +241,6 @@ export class FixedDepositAccountViewComponent implements OnInit {
       case 'Undo Activation':
       case 'Add Charge':
       case 'Withdrawn by Client':
-      case 'Premature Close':
       case 'Deposit':
       case 'Withdrawal':
         this.router.navigate([`actions/${name}`], { relativeTo: this.route });
@@ -267,16 +269,21 @@ export class FixedDepositAccountViewComponent implements OnInit {
       case 'Payment':
         this.openPaymentDialog();
         break;
+      case 'Premature Close':
+        this.openPrematureCloseDialog();
+        break;
     }
   }
 
   /**
-   * Opens the Payment action -- unlike Premature Close/Close, works whether the account is Active or
-   * Matured, and is the only place a Partial Reinvest can be done.
+   * Opens the Payment action -- only offered once the FD has actually Matured (see
+   * FixedDepositsButtonsConfiguration), and the only place a Partial Reinvest can be done. Also the
+   * exact same dialog the FD Dashboard's Renew action opens (see fd-dashboard.component.ts's
+   * openRenewDialog), just without dashboardRenewal data, so its date picker stays visible.
    */
   private openPaymentDialog(): void {
     const paymentDialogRef = this.dialog.open(PaymentDialogComponent, {
-      width: '640px',
+      width: '720px',
       maxWidth: '95vw',
       data: {
         accountId: this.fixedDepositsAccountData.id,
@@ -293,6 +300,60 @@ export class FixedDepositAccountViewComponent implements OnInit {
     });
   }
 
+  /**
+   * The start date of the term currently running -- the last entry in renewalHistory, which is ordered
+   * oldest-first (see RenewalHistoryTabComponent). Falls back to the account's own activation date for
+   * an FD that has never been renewed (or whose renewalHistory hasn't loaded), which is the same date
+   * in that case anyway.
+   */
+  private get currentTermStartDate(): any {
+    const history = this.fixedDepositsAccountData?.renewalHistory;
+    const latestTerm = Array.isArray(history) && history.length > 0 ? history[history.length - 1] : null;
+    return latestTerm?.activatedondate ?? this.fixedDepositsAccountData?.timeline?.activatedOnDate;
+  }
+
+  /**
+   * Opens the Premature Close action -- Active-only, no reinvest option, since the deposit hasn't
+   * matured yet.
+   */
+  private openPrematureCloseDialog(): void {
+    const prematureCloseDialogRef = this.dialog.open(PrematureCloseDialogComponent, {
+      width: '720px',
+      maxWidth: '95vw',
+      data: {
+        accountId: this.fixedDepositsAccountData.id,
+        accountNo: this.fixedDepositsAccountData.fdAccountNumber || this.fixedDepositsAccountData.accountNo,
+        // calculatePrematureAmount only ever returns the final maturityAmount, not how it was reached --
+        // these come from the account's own data (already loaded for this page) so the dialog can show
+        // the breakdown (deposit, contracted rate, penalty, interest earned) behind that one number.
+        depositAmount: this.fixedDepositsAccountData.depositAmount,
+        nominalAnnualInterestRate: this.fixedDepositsAccountData.nominalAnnualInterestRate,
+        preClosurePenalApplicable: this.fixedDepositsAccountData.preClosurePenalApplicable,
+        preClosurePenalInterest: this.fixedDepositsAccountData.preClosurePenalInterest,
+        preClosurePenalInterestOnType: this.fixedDepositsAccountData.preClosurePenalInterestOnType,
+        // Gate which RBI-mandated waiver reasons the dialog offers -- these two are the product's own
+        // facility toggles (Deceased Settlement / No Penalty Nominee-Heir Closure), off by default, so
+        // a product that never enabled them shouldn't offer a reason implying it did.
+        deceasedSettlement: this.fixedDepositsAccountData.deceasedSettlement,
+        noPenaltyNomineeHeirClosure: this.fixedDepositsAccountData.noPenaltyNomineeHeirClosure,
+        // Tenure context (current term's start date, maturity date, current balance) so the dialog can
+        // show how far into THIS term the account is and how much is actually sitting in it today, not
+        // just the penalty-adjusted amount calculatePrematureAmount returns. Deliberately the current
+        // term's own start (see currentTermStartDate), not the account's original activation -- a
+        // renewed FD's interest/tenure runs from the renewal, and showing the original activation date
+        // here would make an account renewed days ago look like it has been running for months.
+        activatedOnDate: this.currentTermStartDate,
+        maturityDate: this.fixedDepositsAccountData.maturityDate,
+        currentBalance: this.fixedDepositsAccountData.summary?.accountBalance
+      }
+    });
+    prematureCloseDialogRef.afterClosed().subscribe((response: any) => {
+      if (response?.confirm) {
+        this.reload();
+      }
+    });
+  }
+
   /**
    * Deletes Fixed Deposits Account.
    */
@@ -360,7 +421,16 @@ export class FixedDepositAccountViewComponent implements OnInit {
       if (response.confirm) {
         this.fixedDepositsService
           .executeFixedDepositsAccountCommand(this.fixedDepositsAccountData.id, 'postInterest', {})
-          .subscribe(() => {
+          .subscribe((commandResponse: any) => {
+            // Parked in the Checker Inbox rather than executed (HTTP 200 with
+            // rollbackTransaction: true), so the reload below shows no new interest posting.
+            if (commandResponse?.rollbackTransaction) {
+              this.alertService.alert({
+                type: 'Success',
+                message:
+                  'Interest posting has been sent for checker approval. No interest is posted until a checker approves it.'
+              });
+            }
             this.reload();
           });
       }

src/app/deposits/fixed-deposits/fixed-deposit-account-view/fixed-deposits-buttons.config.ts

@@ -57,11 +57,12 @@ export class FixedDepositsButtonsConfiguration {
         ];
         break;
       case 'Matured':
+        // 'Close' (the generic Fineract apply-maturity-instructions action) is deliberately left out
+        // here -- what happens to a matured FD is now handled either automatically by the nightly job
+        // (an account opened with an explicit instruction) or manually via the FD Dashboard's Renew
+        // action (an account left without one, backdated within grace / gap-interest after). Closing
+        // from here would go around both of those paths.
         this.buttonsArray = [
-          {
-            name: 'Close',
-            icon: 'fa fa-arrow-right'
-          },
           {
             name: 'Calculate Interest',
             icon: 'fa fa-table'
@@ -109,7 +110,18 @@ export class FixedDepositsButtonsConfiguration {
   setOptions(status: string) {
     switch (status) {
       case 'Active':
+        this.optionArray = [
+          {
+            name: 'Post Interest'
+          },
+          {
+            name: 'Add Charge'
+          }
+        ];
+        break;
       case 'Matured':
+        // Payment only makes sense once the deposit has actually matured -- an Active FD that needs
+        // closing early already has Premature Close for that.
         this.optionArray = [
           {
             name: 'Post Interest'

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component.html

@@ -41,8 +41,8 @@
       ) {
         <div class="rh-node">
           <div class="rh-node__rail">
-            <span class="rh-node__dot" [class.rh-node__dot--active]="term.renewalstatus === 'ACTIVE'">
-              @if (term.renewalstatus === 'ACTIVE') {
+            <span class="rh-node__dot" [class.rh-node__dot--active]="isTermActive(term, last)">
+              @if (isTermActive(term, last)) {
                 <span class="rh-node__pulse"></span>
               }
             </span>
@@ -51,15 +51,15 @@
             }
           </div>
 
-          <div class="rh-card" [class.rh-card--active]="term.renewalstatus === 'ACTIVE'">
+          <div class="rh-card" [class.rh-card--active]="isTermActive(term, last)">
             <div class="rh-card__head">
               <div class="rh-card__title-group">
                 <h4 class="rh-card__title">
                   {{ term.renewalcycleno === 0 ? 'Original Term' : 'Renewal ' + term.renewalcycleno }}
                 </h4>
-                <span class="rh-badge" [class.rh-badge--active]="term.renewalstatus === 'ACTIVE'">
-                  <fa-icon [icon]="term.renewalstatus === 'ACTIVE' ? 'check-circle' : 'clock'"></fa-icon>
-                  {{ term.renewalstatus === 'ACTIVE' ? 'Active' : 'Matured' }}
+                <span class="rh-badge" [class.rh-badge--active]="isTermActive(term, last)">
+                  <fa-icon [icon]="isTermActive(term, last) ? 'check-circle' : 'clock'"></fa-icon>
+                  {{ termStatusLabel(term, last) }}
                 </span>
                 @if (renewalTypeLabel(term)) {
                   <span class="rh-tag">
@@ -95,7 +95,7 @@
               </div>
               <div class="rh-stat">
                 <span class="rh-stat__label">{{
-                  term.renewalstatus === 'ACTIVE' ? 'Interest So Far' : 'Interest Earned'
+                  isTermActive(term, last) ? 'Interest So Far' : 'Interest Earned'
                 }}</span>
                 <span class="rh-stat__value rh-stat__value--positive">
                   {{
@@ -106,9 +106,7 @@
                 </span>
               </div>
               <div class="rh-stat rh-stat--highlight">
-                <span class="rh-stat__label">{{
-                  term.maturedamount === null || term.maturedamount === undefined ? 'Projected Maturity' : 'Matured At'
-                }}</span>
+                <span class="rh-stat__label">{{ maturityLabel(term, last) }}</span>
                 <span class="rh-stat__value">
                   {{ maturityFor(term) | currency: currency.code : 'symbol-narrow' }}
                 </span>

src/app/deposits/fixed-deposits/fixed-deposit-account-view/renewal-history-tab/renewal-history-tab.component.ts

@@ -183,6 +183,51 @@ export class RenewalHistoryTabComponent implements OnInit {
     return term?.renewaltype === 'MANUAL' ? 'user-cog' : 'robot';
   }
 
+  /**
+   * Whether one term's card should show as "still running". `term.renewalstatus` only ever flips from
+   * ACTIVE to MATURED when a term rolls into its successor (see FixedDepositRenewalHistory#markMatured
+   * on the backend) -- a premature closure never touches that row, so the latest term's archived status
+   * would read ACTIVE forever even after the whole account has closed. For the LAST term only, this
+   * cross-checks the account's own live status instead of trusting the archived flag; every earlier
+   * term is reliably matured already (something renewed past it), so its own renewalstatus is
+   * trustworthy as-is and doesn't need the live account status at all.
+   */
+  isTermActive(term: any, isLast: boolean): boolean {
+    if (isLast && this.fixedDepositsAccountData?.status) {
+      return !!this.fixedDepositsAccountData.status.active;
+    }
+    return term?.renewalstatus === 'ACTIVE';
+  }
+
+  /** Badge text for one term's card -- see {@link isTermActive} for why the last term needs its own check. */
+  termStatusLabel(term: any, isLast: boolean): string {
+    if (this.isTermActive(term, isLast)) {
+      return 'Active';
+    }
+    if (isLast && this.fixedDepositsAccountData?.status?.prematureClosed) {
+      return 'Premature Closed';
+    }
+    return 'Matured';
+  }
+
+  /**
+   * Label for the maturity/value figure -- "Projected Maturity" only makes sense while the term is
+   * still genuinely running towards that projection. `term.maturedamount` (the archived settled value)
+   * is only ever written when a term rolls into its successor, same gap as {@link isTermActive}: a
+   * premature closure settles the account without ever touching that column, so the last term would
+   * keep reading as a live projection forever even though the figure showing is already the final,
+   * settled one (see {@link maturityFor}).
+   */
+  maturityLabel(term: any, isLast: boolean): string {
+    if (term?.maturedamount != null) {
+      return 'Matured At';
+    }
+    if (isLast && !this.isTermActive(term, isLast)) {
+      return 'Closed At';
+    }
+    return 'Projected Maturity';
+  }
+
   /**
    * The rate-by-tenure chart for one term of this FD's history, normalised to one shape regardless of source.
    *

src/app/deposits/fixed-deposits/fixed-deposits-account-actions/approve-fixed-deposits-account/approve-fixed-deposits-account.component.ts

@@ -11,6 +11,7 @@ import { Component, OnInit, inject } from '@angular/core';
 import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
 import { ActivatedRoute, Router, RouterLink } from '@angular/router';
 import { Dates } from 'app/core/utils/dates';
+import { AlertService } from 'app/core/alert/alert.service';
 
 /** Custom Services */
 import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
@@ -37,6 +38,7 @@ export class ApproveFixedDepositsAccountComponent implements OnInit {
   private route = inject(ActivatedRoute);
   private router = inject(Router);
   private settingsService = inject(SettingsService);
+  private alertService = inject(AlertService);
 
   /** Minimum date allowed. */
   minDate = new Date(2000, 0, 1);
@@ -98,17 +100,31 @@ export class ApproveFixedDepositsAccountComponent implements OnInit {
       dateFormat,
       locale
     };
-    this.fixedDepositsService.executeFixedDepositsAccountCommand(this.accountId, 'approve', data).subscribe(() => {
-      const activationData = {
-        activatedOnDate: approveFixedDepositsAccountFormData.approvedOnDate,
-        dateFormat,
-        locale
-      };
-      this.fixedDepositsService
-        .executeFixedDepositsAccountCommand(this.accountId, 'activate', activationData)
-        .subscribe(() => {
+    this.fixedDepositsService
+      .executeFixedDepositsAccountCommand(this.accountId, 'approve', data)
+      .subscribe((response: any) => {
+        // Parked in the Checker Inbox rather than executed (HTTP 200 with rollbackTransaction: true).
+        // The account is therefore still pending, so chaining activation onto it would be applied to an
+        // unapproved account -- stop here and say what is actually waiting.
+        if (response?.rollbackTransaction) {
+          this.alertService.alert({
+            type: 'Success',
+            message:
+              'This approval has been sent for checker approval. The account stays pending until a checker approves it.'
+          });
           this.router.navigate(['../../'], { relativeTo: this.route });
-        });
-    });
+          return;
+        }
+        const activationData = {
+          activatedOnDate: approveFixedDepositsAccountFormData.approvedOnDate,
+          dateFormat,
+          locale
+        };
+        this.fixedDepositsService
+          .executeFixedDepositsAccountCommand(this.accountId, 'activate', activationData)
+          .subscribe(() => {
+            this.router.navigate(['../../'], { relativeTo: this.route });
+          });
+      });
   }
 }

src/app/deposits/fixed-deposits/fixed-deposits-account-actions/close-fixed-deposits-account/close-fixed-deposits-account.component.ts

@@ -21,6 +21,7 @@ import { ActivatedRoute, Router, RouterLink } from '@angular/router';
 import { FixedDepositsService } from '../../fixed-deposits.service';
 import { SettingsService } from 'app/settings/settings.service';
 import { Dates } from 'app/core/utils/dates';
+import { AlertService } from 'app/core/alert/alert.service';
 import { CdkTextareaAutosize } from '@angular/cdk/text-field';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
@@ -43,6 +44,7 @@ export class CloseFixedDepositsAccountComponent implements OnInit {
   private route = inject(ActivatedRoute);
   private router = inject(Router);
   private settingsService = inject(SettingsService);
+  private alertService = inject(AlertService);
 
   /** Minimum date allowed. */
   minDate = new Date(2000, 0, 1);
@@ -139,8 +141,18 @@ export class CloseFixedDepositsAccountComponent implements OnInit {
       dateFormat,
       locale
     };
-    this.fixedDepositsService.executeFixedDepositsAccountCommand(this.accountId, 'close', data).subscribe(() => {
-      this.router.navigate(['../../'], { relativeTo: this.route });
-    });
+    this.fixedDepositsService
+      .executeFixedDepositsAccountCommand(this.accountId, 'close', data)
+      .subscribe((response: any) => {
+        // Parked in the Checker Inbox rather than executed (HTTP 200 with rollbackTransaction: true),
+        // so the deposit reloads unchanged -- say so instead of letting that read as "nothing happened".
+        if (response?.rollbackTransaction) {
+          this.alertService.alert({
+            type: 'Success',
+            message: 'Closure has been sent for checker approval. The deposit is unchanged until a checker approves it.'
+          });
+        }
+        this.router.navigate(['../../'], { relativeTo: this.route });
+      });
   }
 }

src/app/deposits/fixed-deposits/fixed-deposits-account-actions/fixed-deposits-account-actions.component.html

@@ -24,9 +24,6 @@
 @if (actions['Add Charge']) {
   <mifosx-add-charge-fixed-deposits-account></mifosx-add-charge-fixed-deposits-account>
 }
-@if (actions['Premature Close']) {
-  <mifosx-premature-close-fixed-deposits-account></mifosx-premature-close-fixed-deposits-account>
-}
 @if (actions['Close']) {
   <mifosx-close-fixed-deposits-account></mifosx-close-fixed-deposits-account>
 }

src/app/deposits/fixed-deposits/fixed-deposits-account-actions/fixed-deposits-account-actions.component.ts

@@ -15,7 +15,6 @@ import { ActivateFixedDepositsAccountComponent } from './activate-fixed-deposits
 import { UndoApprovalFixedDepositsAccountComponent } from './undo-approval-fixed-deposits-account/undo-approval-fixed-deposits-account.component';
 import { WithdrawByClientFixedDepositsAccountComponent } from './withdraw-by-client-fixed-deposits-account/withdraw-by-client-fixed-deposits-account.component';
 import { AddChargeFixedDepositsAccountComponent } from './add-charge-fixed-deposits-account/add-charge-fixed-deposits-account.component';
-import { PrematureCloseFixedDepositsAccountComponent } from './premature-close-fixed-deposits-account/premature-close-fixed-deposits-account.component';
 import { CloseFixedDepositsAccountComponent } from './close-fixed-deposits-account/close-fixed-deposits-account.component';
 import { FixedDepositsCashTransactionComponent } from './fixed-deposits-cash-transaction/fixed-deposits-cash-transaction.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -35,7 +34,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     UndoApprovalFixedDepositsAccountComponent,
     WithdrawByClientFixedDepositsAccountComponent,
     AddChargeFixedDepositsAccountComponent,
-    PrematureCloseFixedDepositsAccountComponent,
     CloseFixedDepositsAccountComponent,
     FixedDepositsCashTransactionComponent
   ]
@@ -52,7 +50,6 @@ export class FixedDepositsAccountActionsComponent {
     'Undo Approval': boolean;
     'Undo Activation': boolean;
     'Add Charge': boolean;
-    'Premature Close': boolean;
     'Withdrawn by Client': boolean;
     Withdrawal: boolean;
     Deposit: boolean;
@@ -64,7 +61,6 @@ export class FixedDepositsAccountActionsComponent {
     'Undo Approval': false,
     'Undo Activation': false,
     'Add Charge': false,
-    'Premature Close': false,
     'Withdrawn by Client': false,
     Withdrawal: false,
     Deposit: false

src/app/deposits/fixed-deposits/fixed-deposits-account-actions/premature-close-fixed-deposits-account/premature-close-fixed-deposits-account.component.html

@@ -1,105 +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="container">
-  <mat-card>
-    <form [formGroup]="prematureCloseAccountForm" (ngSubmit)="submit()">
-      <mat-card-content>
-        <div class="layout-column">
-          <mat-form-field (click)="closedOnDatePicker.open()">
-            <mat-label>{{ 'labels.inputs.Premature Close Date' | translate }}</mat-label>
-            <input
-              matInput
-              [min]="minDate"
-              [max]="maxDate"
-              [matDatepicker]="closedOnDatePicker"
-              required
-              formControlName="closedOnDate"
-            />
-            <mat-datepicker-toggle matSuffix [for]="closedOnDatePicker"></mat-datepicker-toggle>
-            <mat-datepicker #closedOnDatePicker></mat-datepicker>
-            @if (prematureCloseAccountForm.controls.closedOnDate.hasError('required')) {
-              <mat-error>
-                {{ 'labels.inputs.Premature Close Date' | translate }} {{ 'labels.commons.is' | translate }}
-                <strong>{{ 'labels.commons.required' | translate }}</strong>
-              </mat-error>
-            }
-          </mat-form-field>
-
-          @if (prematureCloseAccountForm.controls.maturityAmount) {
-            <mat-form-field>
-              <mat-label>{{ 'labels.inputs.Maturity Amount' | translate }}</mat-label>
-              <input type="number" matInput formControlName="maturityAmount" />
-            </mat-form-field>
-          }
-
-          @if (prematureCloseAccountForm.contains('onAccountClosureId')) {
-            <mat-form-field>
-              <mat-label>{{ 'labels.inputs.Action' | translate }}</mat-label>
-              <mat-select required formControlName="onAccountClosureId">
-                @for (closureOption of onAccountClosureOptions; track closureOption) {
-                  <mat-option [value]="closureOption.id">
-                    {{ closureOption.value }}
-                  </mat-option>
-                }
-              </mat-select>
-              @if (prematureCloseAccountForm.controls.onAccountClosureId.hasError('required')) {
-                <mat-error>
-                  {{ 'labels.inputs.Account action' | translate }} {{ 'labels.commons.is' | translate }}
-                  <strong>{{ 'labels.commons.required' | translate }}</strong>
-                </mat-error>
-              }
-            </mat-form-field>
-          }
-
-          @if (prematureCloseAccountForm.contains('toSavingsAccountId')) {
-            <mat-form-field>
-              <mat-label>{{ 'labels.inputs.Transfer to Savings' | translate }}</mat-label>
-              <mat-select required formControlName="toSavingsAccountId">
-                @for (account of savingsAccountsData; track account) {
-                  <mat-option [value]="account.id">
-                    {{ account.accountNo }}
-                  </mat-option>
-                }
-              </mat-select>
-              @if (prematureCloseAccountForm.controls.toSavingsAccountId.hasError('required')) {
-                <mat-error>
-                  {{ 'labels.inputs.Transfer to savings account' | translate }} {{ 'labels.commons.is' | translate }}
-                  <strong>{{ 'labels.commons.required' | translate }}</strong>
-                </mat-error>
-              }
-            </mat-form-field>
-          }
-
-          @if (prematureCloseAccountForm.contains('transferDescription')) {
-            <mat-form-field>
-              <mat-label>{{ 'labels.inputs.Transfer Description' | translate }}</mat-label>
-              <input matInput formControlName="transferDescription" />
-            </mat-form-field>
-          }
-
-          @if (prematureCloseAccountForm.contains('note')) {
-            <mat-form-field>
-              <mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
-              <textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
-            </mat-form-field>
-          }
-        </div>
-      </mat-card-content>
-
-      <mat-card-actions class="layout-row align-center gap-5px responsive-column">
-        <button type="button" mat-raised-button [routerLink]="['../../']">
-          {{ 'labels.buttons.Cancel' | translate }}
-        </button>
-        <button mat-raised-button color="warn" [disabled]="!prematureCloseAccountForm.valid">
-          {{ 'labels.buttons.Confirm' | translate }}
-        </button>
-      </mat-card-actions>
-    </form>
-  </mat-card>
-</div>

src/app/deposits/fixed-deposits/fixed-deposits-account-actions/premature-close-fixed-deposits-account/premature-close-fixed-deposits-account.component.scss

@@ -1,11 +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/.
- */
-
-.container {
-  max-width: 37rem;
-}