WEB-642: Add Loan Originators management (#3095)

Co-authored-by: Jose Alberto Hernandez <alberto@black-box.local>

src/app/loans/common-resolvers/loan-action-button.resolver.ts

@@ -15,6 +15,7 @@ import { Observable } from 'rxjs';
 
 /** Custom Services */
 import { LoansService } from '../loans.service';
+import { OrganizationService } from 'app/organization/organization.service';
 
 /**
  * Loans notes data resolver.
@@ -22,6 +23,7 @@ import { LoansService } from '../loans.service';
 @Injectable()
 export class LoanActionButtonResolver {
   private loansService = inject(LoansService);
+  private organizationService = inject(OrganizationService);
 
   /**
    * Returns the Loans Notes Data.
@@ -88,6 +90,8 @@ export class LoanActionButtonResolver {
       return this.loansService.getLoanActionTemplate(loanId, 'reAge');
     } else if (loanActionButton === 'Re-Amortize') {
       return this.loansService.getLoanActionTemplate(loanId, 'reAmortization');
+    } else if (loanActionButton === 'Attach Loan Originator') {
+      return this.organizationService.getLoanOriginators();
     } else {
       return undefined;
     }

src/app/loans/loans-view/loan-account-actions/approve-loan/approve-loan.component.html

@@ -56,17 +56,6 @@
             <input matInput [value]="loanData.availableDisbursementAmountWithOverApplied | formatNumber" readonly />
           </mat-form-field>
 
-          <mat-form-field>
-            <mat-label>{{ 'labels.inputs.Transaction Amount' | translate }}</mat-label>
-            <input matInput type="number" required formControlName="approvedLoanAmount" />
-            @if (approveLoanForm.controls.approvedLoanAmount.hasError('required')) {
-              <mat-error>
-                {{ 'labels.inputs.Transaction Amount' | translate }} {{ 'labels.commons.is' | translate }}
-                <strong>{{ 'labels.commons.required' | translate }}</strong>
-              </mat-error>
-            }
-          </mat-form-field>
-
           <mat-form-field>
             <mat-label>{{ 'labels.inputs.Note' | translate }}</mat-label>
             <textarea matInput formControlName="note" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>

src/app/loans/loans-view/loan-account-actions/attach-originator/attach-originator.component.html

@@ -0,0 +1,42 @@
+<!--
+  Copyright since 2025 Mifos Initiative
+
+  This Source Code Form is subject to the terms of the Mozilla Public
+  License, v. 2.0. If a copy of the MPL was not distributed with this
+  file, You can obtain one at http://mozilla.org/MPL/2.0/.
+-->
+
+<div class="container mat-elevation-z8">
+  <mat-card>
+    <form [formGroup]="attachLoanOriginatorForm" (ngSubmit)="submit()">
+      <mat-card-content>
+        <div class="layout-column">
+          <mat-form-field>
+            <mat-label>{{ 'labels.inputs.Loan Originator' | translate }}</mat-label>
+            <mat-select formControlName="originatorId">
+              @for (loanOriginator of loanOriginators; track loanOriginator) {
+                <mat-option [value]="loanOriginator.id">
+                  {{ loanOriginator.name }}
+                </mat-option>
+              }
+            </mat-select>
+          </mat-form-field>
+        </div>
+
+        <mat-card-actions class="layout-row align-center gap-5px responsive-column">
+          <button type="button" mat-raised-button [routerLink]="['../../general']">
+            {{ 'labels.buttons.Cancel' | translate }}
+          </button>
+          <button
+            mat-raised-button
+            color="primary"
+            [disabled]="!attachLoanOriginatorForm.valid"
+            *mifosxHasPermission="'ATTACH_LOAN_ORIGINATOR'"
+          >
+            {{ 'labels.buttons.Submit' | translate }}
+          </button>
+        </mat-card-actions>
+      </mat-card-content>
+    </form>
+  </mat-card>
+</div>

src/app/loans/loans-view/loan-account-actions/attach-originator/attach-originator.component.scss

@@ -0,0 +1,11 @@
+/**
+ * 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;
+}

src/app/loans/loans-view/loan-account-actions/attach-originator/attach-originator.component.ts

@@ -0,0 +1,81 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+/** Angular Imports. */
+import { Component, Input, OnInit, inject } from '@angular/core';
+import { UntypedFormGroup, UntypedFormBuilder, Validators } from '@angular/forms';
+import { ActivatedRoute, Router } from '@angular/router';
+
+/** Custom Services. */
+import { LoansService } from 'app/loans/loans.service';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { LoanOriginator } from 'app/loans/models/loan-account.model';
+
+/**
+ * Attach Loan Originator component.
+ */
+@Component({
+  selector: 'mifosx-attach-originator',
+  templateUrl: './attach-originator.component.html',
+  styleUrl: './attach-originator.component.scss',
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS
+  ]
+})
+export class AttachOriginatorComponent implements OnInit {
+  private formBuilder = inject(UntypedFormBuilder);
+  private route = inject(ActivatedRoute);
+  private loanService = inject(LoansService);
+  private router = inject(Router);
+
+  /** Attach Loan Originator Loan form. */
+  attachLoanOriginatorForm: UntypedFormGroup;
+  /** Loan data. */
+  loanOriginators: LoanOriginator[] = [];
+  @Input() dataObject: any;
+
+  /** Loan Id */
+  loanId: string | null = null;
+
+  constructor() {
+    this.loanId = this.route.snapshot.params['loanId'];
+  }
+
+  ngOnInit() {
+    this.setAttachLoanOriginatorForm();
+    console.log(this.dataObject);
+    this.loanOriginators = [];
+    this.dataObject.forEach((loanOriginator: LoanOriginator) => {
+      if (loanOriginator.status === 'ACTIVE') {
+        this.loanOriginators.push(loanOriginator);
+      }
+    });
+  }
+
+  /**
+   * Set Attach Loan Originator form.
+   */
+  setAttachLoanOriginatorForm() {
+    this.attachLoanOriginatorForm = this.formBuilder.group({
+      originatorId: [
+        '',
+        Validators.required
+      ]
+    });
+  }
+
+  /**
+   * Submits Approve form.
+   */
+  submit() {
+    const approveLoanFormData = this.attachLoanOriginatorForm.value;
+    this.loanService.attachLoanOriginator(this.loanId, approveLoanFormData.originatorId).subscribe((response: any) => {
+      this.router.navigate(['../../general'], { relativeTo: this.route });
+    });
+  }
+}

src/app/loans/loans-view/loan-account-actions/loan-account-actions.component.html

@@ -114,3 +114,6 @@
 @if (actions['Undo Write-off']) {
   <mifosx-undo-write-off [dataObject]="actionButtonData"></mifosx-undo-write-off>
 }
+@if (actions['Attach Loan Originator']) {
+  <mifosx-attach-originator [dataObject]="actionButtonData"></mifosx-attach-originator>
+}

src/app/loans/loans-view/loan-account-actions/loan-account-actions.component.ts

@@ -40,6 +40,7 @@ import { LoanReamortizeComponent } from './loan-reamortize/loan-reamortize.compo
 import { AddInterestPauseComponent } from './add-interest-pause/add-interest-pause.component';
 import { UndoWriteOffComponent } from './undo-write-off/undo-write-off.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+import { AttachOriginatorComponent } from './attach-originator/attach-originator.component';
 
 /**
  * Loan Account Actions component.
@@ -79,7 +80,8 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     LoanReagingComponent,
     LoanReamortizeComponent,
     AddInterestPauseComponent,
-    UndoWriteOffComponent
+    UndoWriteOffComponent,
+    AttachOriginatorComponent
   ]
 })
 export class LoanAccountActionsComponent {
@@ -130,6 +132,7 @@ export class LoanAccountActionsComponent {
     'Contract Termination': boolean;
     'Buy Down Fee': boolean;
     'Undo Write-off': boolean;
+    'Attach Loan Originator': boolean;
   } = {
     Close: false,
     'Undo Approval': false,
@@ -169,7 +172,8 @@ export class LoanAccountActionsComponent {
     'Capitalized Income': false,
     'Contract Termination': false,
     'Buy Down Fee': false,
-    'Undo Write-off': false
+    'Undo Write-off': false,
+    'Attach Loan Originator': false
   };
 
   actionButtonData: any;

src/app/loans/loans-view/loan-accounts-button-config.ts

@@ -90,6 +90,11 @@ export class LoansAccountButtonConfiguration {
             name: 'Reject',
             icon: 'times',
             taskPermissionName: 'REJECT_LOAN'
+          },
+          {
+            name: 'Attach Loan Originator',
+            icon: 'edit',
+            taskPermissionName: 'ATTACH_LOAN_ORIGINATOR'
           }
         ];
         break;

src/app/loans/loans-view/loan-originators-tab/loan-originators-tab.component.html

@@ -34,16 +34,35 @@
         {{ item.status }}
       </td>
     </ng-container>
-    <ng-container matColumnDef="originatorTypeId">
+    <ng-container matColumnDef="originatorType">
       <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Originator Type' | translate }}</th>
       <td mat-cell *matCellDef="let item">
-        {{ item.originatorTypeId }}
+        {{ item.originatorType.name }}
       </td>
     </ng-container>
-    <ng-container matColumnDef="channelTypeId">
+    <ng-container matColumnDef="channelType">
       <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Channel Type' | translate }}</th>
       <td mat-cell *matCellDef="let item">
-        {{ item.channelTypeId }}
+        {{ item.channelType.name }}
+      </td>
+    </ng-container>
+    <ng-container matColumnDef="actions">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Actions' | translate }}</th>
+      <td mat-cell *matCellDef="let loanOriginator">
+        @if (loanStatus.pendingApproval) {
+          <button
+            type="button"
+            color="warn"
+            title="{{ 'tooltips.Dettach' | translate }}"
+            mat-icon-button
+            matTooltip="{{ 'tooltips.Delete' | translate }}"
+            *mifosxHasPermission="'DETTACH_LOAN_ORIGINATOR'"
+            matTooltipPosition="above"
+            (click)="dettachLoanOriginator(loanOriginator)"
+          >
+            <fa-icon icon="trash" size="lg"></fa-icon>
+          </button>
+        }
       </td>
     </ng-container>
     <tr mat-header-row *matHeaderRowDef="loanoriginatorsColumns"></tr>

src/app/loans/loans-view/loan-originators-tab/loan-originators-tab.component.ts

@@ -6,6 +6,8 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 import { Component, inject } from '@angular/core';
+import { MatIconButton } from '@angular/material/button';
+import { MatDialog } from '@angular/material/dialog';
 import {
   MatCell,
   MatCellDef,
@@ -18,8 +20,13 @@ import {
   MatRowDef,
   MatTable
 } from '@angular/material/table';
-import { ActivatedRoute } from '@angular/router';
+import { ActivatedRoute, Router } from '@angular/router';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { TranslateService } from '@ngx-translate/core';
+import { LoansService } from 'app/loans/loans.service';
 import { LoanOriginator } from 'app/loans/models/loan-account.model';
+import { LoanStatus } from 'app/loans/models/loan-status.model';
+import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
 @Component({
@@ -37,29 +44,73 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
     MatHeaderRowDef,
     MatHeaderRow,
     MatRowDef,
-    MatRow
+    MatRow,
+    MatIconButton,
+    FaIconComponent
   ]
 })
 export class LoanOriginatorsTabComponent {
   private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private loansService = inject(LoansService);
+  private translateService = inject(TranslateService);
+  private dialog = inject(MatDialog);
 
   loanOriginatorsData: LoanOriginator[] = [];
-  loanId: number | null = null;
+  loanId: string | null = null;
+  clientId: string | null = null;
+
+  loanStatus: LoanStatus | null = null;
 
   loanoriginatorsColumns: string[] = [
     'id',
     'externalId',
     'name',
     'status',
-    'originatorTypeId',
-    'channelTypeId'
+    'originatorType',
+    'channelType',
+    'actions'
   ];
 
   constructor() {
-    const loanIdParam = this.route.parent?.parent?.snapshot.paramMap.get('loanId');
-    this.loanId = loanIdParam ? Number(loanIdParam) : null;
+    this.clientId = this.route.parent.parent.snapshot.paramMap.get('clientId');
+    this.loanId = this.route.parent?.parent?.snapshot.paramMap.get('loanId');
+    this.route.parent.parent.data.subscribe((data: { loanDetailsData: any }) => {
+      this.loanStatus = data.loanDetailsData.status;
+    });
     this.route.parent.data.subscribe((data: { loanOriginatorsData: any }) => {
       this.loanOriginatorsData = data.loanOriginatorsData.originators;
     });
   }
+
+  dettachLoanOriginator(loanOriginator: LoanOriginator): void {
+    const dettachCodeDialogRef = this.dialog.open(ConfirmationDialogComponent, {
+      data: {
+        heading: this.translateService.instant('labels.heading.Loan Originators'),
+        dialogContext:
+          this.translateService.instant('labels.buttons.Delete') +
+          ' ' +
+          this.translateService.instant('labels.inputs.Loan Originator') +
+          ' ' +
+          loanOriginator.name
+      }
+    });
+    dettachCodeDialogRef.afterClosed().subscribe((response: any) => {
+      if (response.confirm) {
+        this.loansService.dettachLoanOriginator(this.loanId, String(loanOriginator.id)).subscribe((response) => {
+          this.reload();
+        });
+      }
+    });
+  }
+
+  /**
+   * Refetches data fot the component
+   */
+  private reload() {
+    const url: string = this.router.url;
+    this.router
+      .navigateByUrl(`/clients/${this.clientId}/loans-accounts`, { skipLocationChange: true })
+      .then(() => this.router.navigate([url]));
+  }
 }

src/app/loans/loans.service.ts

@@ -658,6 +658,16 @@ export class LoansService {
     return this.http.post('/loans?command=calculateLoanSchedule', payload);
   }
 
+  attachLoanOriginator(loanId: string, originatorId: string): Observable<any> {
+    const emptyBody = {};
+    return this.http.post(`/loans/${loanId}/originators/${originatorId}`, emptyBody);
+  }
+
+  dettachLoanOriginator(loanId: string, originatorId: string): Observable<any> {
+    const emptyBody = {};
+    return this.http.delete(`/loans/${loanId}/originators/${originatorId}`, emptyBody);
+  }
+
   /**
    * @param loansAccount Loan account data used for the request
    * @param loansAccountTemplate Loan account template for getting product default values

src/app/loans/models/loan-account.model.ts

@@ -6,7 +6,7 @@
  * file, You can obtain one at http://mozilla.org/MPL/2.0/.
  */
 
-import { Currency } from 'app/shared/models/general.model';
+import { CodeValue, Currency } from 'app/shared/models/general.model';
 
 export interface DelinquencyRange {
   id: number;
@@ -178,6 +178,6 @@ export interface LoanOriginator {
   externalId: string;
   name: string;
   status: string;
-  originatorTypeId: number;
-  channelTypeId: number;
+  originatorType: CodeValue;
+  channelType: CodeValue;
 }