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Payroll Advances UI

Summary

This page records confirmed payroll advances ui behavior and marks incomplete boundaries explicitly.

Audience

Payroll users, developers, QA and support engineers, architects, and implementation reviewers.

Reference Content

This screen inventory reflects the reviewed React route and component implementation.

Purpose

List advance and recovery transactions and create a new transaction.

/salary/advance from the Payroll navigation and dashboard.

Users

Users with the Payroll module and salary-advance or salary UI feature; navigation targets Payroll/HR administration roles.

Permissions

The role, module, and feature conditions summarized above govern UI visibility. They do not prove API or gateway authorization; those enforcement boundaries are Requires confirmation unless separately confirmed in source.

Components

AdvanceTransactionPage, metric cards, searchable/filterable table, pagination, and transaction modal.

Fields and filters

Employee, amount, conditional monthly deduction, transaction type, and date. Table filtering uses employee/type.

Actions

Open modal, create advance or recovery, search, filter by type, paginate, and return to dashboard.

Validation

Employee and positive amount are required. Monthly deduction is sent only for advance type. Backend rules additionally reject recovery above remaining balance.

Business rules

An advance increases the recoverable balance; a recovery decreases it and cannot exceed the remaining balance. Monthly deduction is applicable only to an advance transaction. Creating a transaction is not payment, approval, or reconciliation.

Success and failure states

Confirmed states include loading, populated and empty tables, local validation failure, successful save followed by refresh, and load/save failure. A rejected recovery must leave the displayed ledger unchanged after refresh.

API usage

The screen uses employee listing and compatibility advance transaction routes. It derives summary totals from loaded transactions; it is not an accounting ledger or payment execution screen.

Known limitations

No edit/delete transaction action, approval workflow, or reconciliation screen is confirmed.

Screenshot placeholder

Capture the transaction list and create dialog with synthetic data.

Source References

  • UI/salary-ui/apps/client-hrms-portal/src/App.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/components/AppLayout.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/utils/ProtectedRoute.tsx
  • UI/salary-ui/apps/client-hrms-portal/src/pages/salary/AdvanceSalaryPage.tsx
  • microservices/src/payroll-service/Application/PayrollCompatService.cs

See Also

Keywords

  • Payroll ui
  • Payroll Advances UI

Revision Information

  • Status: Draft
  • Last reviewed: 2026-07-15
  • Review cycle: Quarterly