WEB-642: Add Originators tab on loan details view (#3064)

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

src/app/loans/common-resolvers/loan-originators.resolver.ts

@@ -0,0 +1,31 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+import { Injectable, inject } from '@angular/core';
+import { ActivatedRouteSnapshot } from '@angular/router';
+import { LoansService } from 'app/loans/loans.service';
+import { Observable, throwError } from 'rxjs';
+
+@Injectable({
+  providedIn: 'root'
+})
+export class LoanOriginatorsResolver {
+  private loansService = inject(LoansService);
+
+  /**
+   * Returns the Loans data.
+   * @returns {Observable<any>}
+   */
+  resolve(route: ActivatedRouteSnapshot): Observable<any> {
+    const loanId = route.paramMap.get('loanId') ?? route.parent?.paramMap.get('loanId');
+    if (!loanId) {
+      return throwError(() => new Error('Missing loanId route param'));
+    }
+    return this.loansService.getLoanOriginators(loanId);
+  }
+}

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

@@ -74,6 +74,8 @@ import { LoanTermVariationsResolver } from './common-resolvers/loan-term-variati
 import { LoanDeferredIncomeTabComponent } from './loans-view/loan-deferred-income-tab/loan-deferred-income-tab.component';
 import { LoanDeferredIncomeDataResolver } from './common-resolvers/loan-deferred-income-data.resolver';
 import { LoanBuyDownFeesDataResolver } from './common-resolvers/loan-buy-down-fees-data.resolver';
+import { LoanOriginatorsTabComponent } from './loans-view/loan-originators-tab/loan-originators-tab.component';
+import { LoanOriginatorsResolver } from './common-resolvers/loan-originators.resolver';
 
 /** Loans Route. */
 const routes: Routes = [
@@ -108,10 +110,7 @@ const routes: Routes = [
             path: 'general',
             component: GeneralTabComponent,
             data: { title: 'General', breadcrumb: 'General', routeParamBreadcrumb: false },
-            resolve: {
+            resolve: {}
-              loanDetailsData: LoanDetailsResolver,
-              loanDatatables: LoanDatatablesResolver
-            }
           },
           {
             path: 'accountdetail',
@@ -271,6 +270,19 @@ const routes: Routes = [
               }
             ]
           },
+          {
+            path: 'originators',
+            data: { title: 'Loans Originators', breadcrumb: 'Originators', routeParamBreadcrumb: false },
+            resolve: {
+              loanOriginatorsData: LoanOriginatorsResolver
+            },
+            children: [
+              {
+                path: '',
+                component: LoanOriginatorsTabComponent
+              }
+            ]
+          },
           {
             path: 'buy-down-fees',
             component: LoanBuyDownFeesTabComponent,

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

@@ -0,0 +1,52 @@
+<!--
+  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">
+  <h3>{{ 'labels.heading.Loan Originators' | translate }}</h3>
+
+  <table mat-table [dataSource]="loanOriginatorsData">
+    <ng-container matColumnDef="id">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Id' | translate }}</th>
+      <td mat-cell *matCellDef="let item">
+        {{ item.id }}
+      </td>
+    </ng-container>
+    <ng-container matColumnDef="externalId">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.External Id' | translate }}</th>
+      <td mat-cell *matCellDef="let item">
+        {{ item.externalId }}
+      </td>
+    </ng-container>
+    <ng-container matColumnDef="name">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
+      <td mat-cell *matCellDef="let item">
+        {{ item.name }}
+      </td>
+    </ng-container>
+    <ng-container matColumnDef="status">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
+      <td mat-cell *matCellDef="let item">
+        {{ item.status }}
+      </td>
+    </ng-container>
+    <ng-container matColumnDef="originatorTypeId">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Originator Type' | translate }}</th>
+      <td mat-cell *matCellDef="let item">
+        {{ item.originatorTypeId }}
+      </td>
+    </ng-container>
+    <ng-container matColumnDef="channelTypeId">
+      <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Channel Type' | translate }}</th>
+      <td mat-cell *matCellDef="let item">
+        {{ item.channelTypeId }}
+      </td>
+    </ng-container>
+    <tr mat-header-row *matHeaderRowDef="loanoriginatorsColumns"></tr>
+    <tr mat-row *matRowDef="let row; columns: loanoriginatorsColumns"></tr>
+  </table>
+</div>

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

@@ -0,0 +1,16 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+
+table {
+  width: 100%;
+}
+
+.container {
+  padding-top: 1%;
+  padding-bottom: 2%;
+}

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

@@ -0,0 +1,65 @@
+/**
+ * Copyright since 2025 Mifos Initiative
+ *
+ * This Source Code Form is subject to the terms of the Mozilla Public
+ * License, v. 2.0. If a copy of the MPL was not distributed with this
+ * file, You can obtain one at http://mozilla.org/MPL/2.0/.
+ */
+import { Component, inject } from '@angular/core';
+import {
+  MatCell,
+  MatCellDef,
+  MatColumnDef,
+  MatHeaderCell,
+  MatHeaderCellDef,
+  MatHeaderRow,
+  MatHeaderRowDef,
+  MatRow,
+  MatRowDef,
+  MatTable
+} from '@angular/material/table';
+import { ActivatedRoute } from '@angular/router';
+import { LoanOriginator } from 'app/loans/models/loan-account.model';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+@Component({
+  selector: 'mifosx-loan-originators-tab',
+  templateUrl: './loan-originators-tab.component.html',
+  styleUrl: './loan-originators-tab.component.scss',
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    MatTable,
+    MatColumnDef,
+    MatHeaderCellDef,
+    MatHeaderCell,
+    MatCellDef,
+    MatCell,
+    MatHeaderRowDef,
+    MatHeaderRow,
+    MatRowDef,
+    MatRow
+  ]
+})
+export class LoanOriginatorsTabComponent {
+  private route = inject(ActivatedRoute);
+
+  loanOriginatorsData: LoanOriginator[] = [];
+  loanId: number | null = null;
+
+  loanoriginatorsColumns: string[] = [
+    'id',
+    'externalId',
+    'name',
+    'status',
+    'originatorTypeId',
+    'channelTypeId'
+  ];
+
+  constructor() {
+    const loanIdParam = this.route.parent?.parent?.snapshot.paramMap.get('loanId');
+    this.loanId = loanIdParam ? Number(loanIdParam) : null;
+    this.route.parent.data.subscribe((data: { loanOriginatorsData: any }) => {
+      this.loanOriginatorsData = data.loanOriginatorsData.originators;
+    });
+  }
+}

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

@@ -278,6 +278,15 @@
           {{ 'labels.inputs.Delinquency Tags' | translate }}
         </a>
       }
+      <a
+        mat-tab-link
+        [routerLink]="['./originators']"
+        routerLinkActive
+        #originators="routerLinkActive"
+        [active]="originators.isActive"
+      >
+        {{ 'labels.inputs.Originators' | translate }}
+      </a>
       @if (loanDetailsData.collateral) {
         <a
           mat-tab-link

src/app/loans/loans.service.ts

@@ -771,4 +771,11 @@ export class LoansService {
   getLoanDisbursementDetailsData(): DisbursementData[] {
     return JSON.parse(localStorage.getItem('disbursementData'));
   }
+
+  /**
+   * Returns the Loan Originators data
+   */
+  getLoanOriginators(loanId: any) {
+    return this.http.get(`/loans/${loanId}/originators`);
+  }
 }

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

@@ -172,3 +172,12 @@ export interface ScheduleChangeRecord {
   dueDate: string;
   installmentAmount: number;
 }
+
+export interface LoanOriginator {
+  id: number;
+  externalId: string;
+  name: string;
+  status: string;
+  originatorTypeId: number;
+  channelTypeId: number;
+}

src/assets/translations/en-US.json

@@ -1100,6 +1100,7 @@
       "Loan Delinquency Installment Tags": "Loan Delinquency Installment Tags",
       "Loan Details": "Loan Details",
       "Loan Disbursal": "Loan Disbursal",
+      "Loan Originators": "Loan Originators",
       "Loan Product": "Loan Product",
       "Loan Products": "Loan Products",
       "Loan Provisioning Criteria": "Loan Provisioning Criteria",
@@ -1452,6 +1453,7 @@
       "Calculation": "Calculation",
       "Center Name": "Center Name",
       "Center": "Center",
+      "Channel Type": "Channel Type",
       "Change Repayment Date": "Change Repayment Date",
       "Changes Affection Date": "Changes Affection Date",
       "Charge": "Charge",
@@ -2141,6 +2143,8 @@
       "Option": "Option",
       "Order": "Order",
       "Original": "Original",
+      "Originator Type": "Originator Type",
+      "Originators": "Originators",
       "Original Loan": "Original Loan",
       "Original Schedule": "Original Schedule",
       "Output Type": "Output Type",

src/assets/translations/es-CL.json

@@ -1087,6 +1087,7 @@
       "Loan Delinquency Installment Tags": "Etiquetas de morosidad de cuotas",
       "Loan Details": "Detalles del Crédito",
       "Loan Disbursal": "Curso de préstamos",
+      "Loan Originators": "Originadores de préstamos",
       "Loan Product": "Producto de Crédito",
       "Loan Products": "Productos de Crédito",
       "Loan Provisioning Criteria": "Criterios de concesión de Créditos",
@@ -1448,6 +1449,7 @@
       "Calculation": "Cálculo",
       "Center Name": "Nombre del centro",
       "Center": "Centro",
+      "Channel Type": "Tipo de canal",
       "Change Repayment Date": "Cambiar fecha de pago",
       "Changes Affection Date": "Cambia la fecha de cariño",
       "Charge": "Comisión",
@@ -2135,6 +2137,8 @@
       "Option": "Opción",
       "Order": "Orden",
       "Original": "Original",
+      "Originator Type": "Tipo de originador",
+      "Originators": "Originadores",
       "Original Loan": "Crédito original",
       "Original Schedule": "Calendario original",
       "Output Type": "Tipo de salida",

src/assets/translations/es-MX.json

@@ -1086,6 +1086,7 @@
       "Loan Delinquency Installment Tags": "Etiquetas de morosidad de cuotas",
       "Loan Details": "Detalles del Crédito",
       "Loan Disbursal": "Desembolso de préstamos",
+      "Loan Originators": "Originadores de préstamos",
       "Loan Product": "Producto de Crédito",
       "Loan Products": "Productos de Crédito",
       "Loan Provisioning Criteria": "Criterios de concesión de Créditos",
@@ -1447,6 +1448,7 @@
       "Calculation": "Cálculo",
       "Center Name": "Nombre del centro",
       "Center": "Centro",
+      "Channel Type": "Tipo de canal",
       "Change Repayment Date": "Cambiar fecha de pago",
       "Changes Affection Date": "Cambia la fecha de cariño",
       "Charge": "Comisión",
@@ -2135,6 +2137,8 @@
       "Option": "Opción",
       "Order": "Orden",
       "Original": "Original",
+      "Originator Type": "Tipo de originador",
+      "Originators": "Originadores",
       "Original Loan": "Crédito original",
       "Original Schedule": "Calendario original",
       "Output Type": "Tipo de salida",

src/assets/translations/fr-FR.json

@@ -1087,6 +1087,7 @@
       "Loan Delinquency Installment Tags": "Étiquettes de versement de délinquance de prêt",
       "Loan Details": "Détails du prêt",
       "Loan Disbursal": "Disquations du prêt",
+      "Loan Originators": "Les courtiers en prêts",
       "Loan Product": "Produit de prêt",
       "Loan Products": "Produits de prêt",
       "Loan Provisioning Criteria": "Critères de provisionnement du prêt",
@@ -1448,6 +1449,7 @@
       "Calculation": "Calcul",
       "Center Name": "Nom du centre",
       "Center": "Centre",
+      "Channel Type": "Type de canal",
       "Change Repayment Date": "Modifier la date de remboursement",
       "Changes Affection Date": "Modifications Date d'Affectation",
       "Charge": "Charge",
@@ -2134,6 +2136,8 @@
       "Option": "Option",
       "Order": "Commande",
       "Original": "Original",
+      "Originator Type": "Type d'initiateur",
+      "Originators": "Créateurs",
       "Original Loan": "Prêt initial",
       "Original Schedule": "Calendrier original",
       "Output Type": "Le type de sortie",

src/assets/translations/it-IT.json

@@ -1086,6 +1086,7 @@
       "Loan Delinquency Installment Tags": "Prestito tag di rata delinquenza",
       "Loan Details": "Dettagli del prestito",
       "Loan Disbursal": "Prestito erogato",
+      "Loan Originators": "Originatori di prestiti",
       "Loan Product": "Prodotto di prestito",
       "Loan Products": "Prodotti di prestito",
       "Loan Provisioning Criteria": "Criteri di erogazione del prestito",
@@ -1447,6 +1448,7 @@
       "Calculation": "Calcolo",
       "Center Name": "Nome del centro",
       "Center": "Centro",
+      "Channel Type": "Tipo di canale",
       "Change Repayment Date": "Modifica data di rimborso",
       "Changes Affection Date": "Modifica la data di affetto",
       "Charge": "Carica",
@@ -2133,6 +2135,8 @@
       "Option": "Opzione",
       "Order": "Ordine",
       "Original": "Originale",
+      "Originator Type": "Tipo di originatore",
+      "Originators": "Originatori",
       "Original Loan": "Prestito originale",
       "Original Schedule": "Programma originale",
       "Output Type": "Tipo di uscita",

src/assets/translations/ko-KO.json

@@ -1087,6 +1087,7 @@
       "Loan Delinquency Installment Tags": "대출 연체 설치 태그",
       "Loan Details": "대출내역",
       "Loan Disbursal": "대출 지시",
+      "Loan Originators": "대출 담당자",
       "Loan Product": "대출상품",
       "Loan Products": "대출상품",
       "Loan Provisioning Criteria": "대출 준비 기준",
@@ -1449,6 +1450,7 @@
       "Calculation": "계산",
       "Center Name": "센터명",
       "Center": "센터",
+      "Channel Type": "채널 유형",
       "Change Repayment Date": "상환일 변경",
       "Changes Affection Date": "애정 날짜 변경",
       "Charge": "요금",
@@ -2135,6 +2137,8 @@
       "Option": "옵션",
       "Order": "주문하다",
       "Original": "원래의",
+      "Originator Type": "발신자 유형",
+      "Originators": "창시자",
       "Original Loan": "원대출",
       "Original Schedule": "원래 일정",
       "Output Type": "출력 유형",

src/assets/translations/lt-LT.json

@@ -1085,6 +1085,7 @@
       "Loan Delinquency Installment Tags": "Paskolos nusikalstamumo įmokos žymos",
       "Loan Details": "Paskolos informacija",
       "Loan Disbursal": "Paskolos išmokimas",
+      "Loan Originators": "Paskolų teikėjai",
       "Loan Product": "Paskolos produktas",
       "Loan Products": "Paskolos produktai",
       "Loan Provisioning Criteria": "Paskolos suteikimo kriterijai",
@@ -1446,6 +1447,7 @@
       "Calculation": "Skaičiavimas",
       "Center Name": "Centro pavadinimas",
       "Center": "centras",
+      "Channel Type": "Kanalo tipas",
       "Change Repayment Date": "Keisti grąžinimo datą",
       "Changes Affection Date": "Keičia prisirišimo datą",
       "Charge": "Įkrauti",
@@ -2132,6 +2134,8 @@
       "Option": "Parinktis",
       "Order": "Įsakymas",
       "Original": "Originalus",
+      "Originator Type": "Iniciatoriaus tipas",
+      "Originators": "Kūrėjai",
       "Original Loan": "Originali paskola",
       "Original Schedule": "Originalus tvarkaraštis",
       "Output Type": "Išvesties tipas",

src/assets/translations/lv-LV.json

@@ -1087,6 +1087,7 @@
       "Loan Delinquency Installment Tags": "Aizdevuma likumpārkāpumu iemaksas tagi",
       "Loan Details": "Aizdevuma detaļas",
       "Loan Disbursal": "Aizdevuma izmaksa",
+      "Loan Originators": "Aizdevumu izsniedzēji",
       "Loan Product": "Aizdevuma produkts",
       "Loan Products": "Aizdevuma produkti",
       "Loan Provisioning Criteria": "Aizdevuma piešķiršanas kritēriji",
@@ -1448,6 +1449,7 @@
       "Calculation": "Aprēķins",
       "Center Name": "Centra nosaukums",
       "Center": "Centrs",
+      "Channel Type": "Kanāla veids",
       "Change Repayment Date": "Mainīt atmaksas datumu",
       "Changes Affection Date": "Maina pieķeršanās datumu",
       "Charge": "Uzlādē",
@@ -2134,6 +2136,8 @@
       "Option": "Opcija",
       "Order": "Pasūtiet",
       "Original": "Oriģināls",
+      "Originator Type": "Izcelsmes veids",
+      "Originators": "Izcelsmes",
       "Original Loan": "Sākotnējais aizdevums",
       "Original Schedule": "Sākotnējais grafiks",
       "Output Type": "Izvades veids",

src/assets/translations/ne-NE.json

@@ -1085,6 +1085,7 @@
       "Loan Delinquency Installment Tags": "ण दिक्विर्याज किग ट्यागहरू",
       "Loan Details": "ऋण विवरण",
       "Loan Disbursal": "Loan ण विभेदत्मक",
+      "Loan Originators": "ऋण सुरुवातकर्ताहरू",
       "Loan Product": "ऋण उत्पादन",
       "Loan Products": "ऋण उत्पादनहरू",
       "Loan Provisioning Criteria": "ऋण प्रावधान मापदण्ड",
@@ -1446,6 +1447,7 @@
       "Calculation": "हिसाब",
       "Center Name": "केन्द्रको नाम",
       "Center": "केन्द्र",
+      "Channel Type": "च्यानल प्रकार",
       "Change Repayment Date": "पुन: भुक्तानी मिति परिवर्तन गर्नुहोस्",
       "Changes Affection Date": "स्नेह मिति परिवर्तन गर्दछ",
       "Charge": "चार्ज",
@@ -2132,6 +2134,8 @@
       "Option": "विकल्प",
       "Order": "अर्डर",
       "Original": "मौलिक",
+      "Originator Type": "सुरुवातकर्ताको प्रकार",
+      "Originators": "सुरुवातकर्ताहरू",
       "Original Loan": "मूल ऋण",
       "Original Schedule": "मूल तालिका",
       "Output Type": "आउटपुट प्रकार",

src/assets/translations/pt-PT.json

@@ -1086,6 +1086,7 @@
       "Loan Delinquency Installment Tags": "Tags de parcelamento de inadimplência de empréstimo",
       "Loan Details": "Detalhes do empréstimo",
       "Loan Disbursal": "Desembolso do empréstimo",
+      "Loan Originators": "Agentes de Crédito",
       "Loan Product": "Produto de empréstimo",
       "Loan Products": "Produtos de empréstimo",
       "Loan Provisioning Criteria": "Critérios de provisionamento de empréstimos",
@@ -1447,6 +1448,7 @@
       "Calculation": "Cálculo",
       "Center Name": "Nome do centro",
       "Center": "Centro",
+      "Channel Type": "Tipo de canal",
       "Change Repayment Date": "Alterar data de reembolso",
       "Changes Affection Date": "Altera a data do afeto",
       "Charge": "Cobrar",
@@ -2133,6 +2135,8 @@
       "Option": "Opção",
       "Order": "Ordem",
       "Original": "Original",
+      "Originator Type": "Tipo de origem",
+      "Originators": "Criadores",
       "Original Loan": "Empréstimo Original",
       "Original Schedule": "Cronograma Original",
       "Output Type": "Tipo de saída",

src/assets/translations/sw-SW.json

@@ -1084,6 +1084,7 @@
       "Loan Delinquency Installment Tags": "Vitambulisho vya Usanidi wa Mikopo ya Mkopo",
       "Loan Details": "Maelezo ya Mkopo",
       "Loan Disbursal": "Utoaji wa mkopo",
+      "Loan Originators": "Waanzilishi wa Mikopo",
       "Loan Product": "Bidhaa ya Mkopo",
       "Loan Products": "Bidhaa za Mkopo",
       "Loan Provisioning Criteria": "Vigezo vya Utoaji wa Mkopo",
@@ -1444,6 +1445,7 @@
       "Calculation": "Hesabu",
       "Center Name": "Jina la Kituo",
       "Center": "Kituo",
+      "Channel Type": "Aina ya Kituo",
       "Change Repayment Date": "Badilisha Tarehe ya Kulipa",
       "Changes Affection Date": "Mabadiliko Tarehe ya Mapenzi",
       "Charge": "Malipo",
@@ -2130,6 +2132,8 @@
       "Option": "Chaguo",
       "Order": "Agizo",
       "Original": "Asili",
+      "Originator Type": "Aina ya Mwanzilishi",
+      "Originators": "Waanzilishi",
       "Original Loan": "Mkopo Asili",
       "Original Schedule": "Ratiba ya Asili",
       "Output Type": "Aina ya Pato",