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feat(loan-origination): add full Loan Origination Sanctioning workflow module

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New standalone module modelling the pre-disbursement pipeline: Channel intake
(Branch/BC/Self-Apply) -> KYC/OVD & e-KYC fingerprint -> CIC/Credit Bureau
check -> Field Investigation -> Personal Discussion & declaration -> Loan
Committee -> Risk Approval -> Legal Approval -> Customer Signing -> Cheque/ACH
-> Post-Disbursement Check -> Disbursement, per RBI KYC Master Direction, the
mandatory CIC check, and co-operative-bank share-membership rules.

Includes a 12-stage stepper with real approve/reject actions and a date-wise
audit trail, CIC upload + credit-score check, Field Inquiry push + Agent
Report upload, Committee "Reports Required" / Risk "Verification Checklist",
Head-Office-vs-branch scoping, a Pipeline screen (filters, New Application
intake, Channel-wise/BC-wise/Share-Member reports, Disbursement Target vs
Actual, Export to Excel), and a full EMI repayment schedule once disbursed.
This commit is contained in:
nitesh
2026-08-02 14:22:32 +05:30
parent b4608cbbe4
commit 5cd9998cfc
10 changed files with 4474 additions and 0 deletions
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src/app/core/shell/shell.component.html
+41
View File
@@ -350,6 +350,10 @@
<fa-icon icon="exclamation-triangle" class="ni-ico"></fa-icon>NPA
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="loanOriginationMenu" *mifosxHasPermission="'MENU_ADVANCES'">
<fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="advancesMenu" *mifosxHasPermission="'MENU_ADVANCES'">
<fa-icon icon="hand-holding-usd" class="ni-ico"></fa-icon>Advances
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -442,6 +446,10 @@
<fa-icon icon="exclamation-triangle" class="ni-ico"></fa-icon>NPA
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="loanOriginationMenu" *mifosxHasPermission="'MENU_ADVANCES'">
<fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a
class="ni"
tabindex="0"
@@ -1300,6 +1308,39 @@
</div>
</mat-menu>
<mat-menu #loanOriginationMenu="matMenu" class="npa-mega-panel" [overlapTrigger]="false">
<div class="deposit-menu-grid npa-grid" (click)="$event.stopPropagation()">
<!-- Loan Origination -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Loan Origination</div>
<button mat-menu-item tabindex="0" routerLink="/loan-origination/pipeline">
<fa-icon icon="stream" class="menu-item-icon"></fa-icon> Application Pipeline
</button>
</div>
<!-- Reports -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Reports</div>
<button
mat-menu-item
tabindex="0"
routerLink="/loan-origination/pipeline"
[queryParams]="{ view: 'channel' }"
>
<fa-icon icon="chart-pie" class="menu-item-icon"></fa-icon> Channel-wise Report
</button>
<button mat-menu-item tabindex="0" routerLink="/loan-origination/pipeline" [queryParams]="{ view: 'bc' }">
<fa-icon icon="mobile-alt" class="menu-item-icon"></fa-icon> BC-wise Report
</button>
<button mat-menu-item tabindex="0" routerLink="/loan-origination/pipeline" [queryParams]="{ view: 'share' }">
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Share Member Report
</button>
<button mat-menu-item tabindex="0" routerLink="/loan-origination/pipeline" [queryParams]="{ view: 'target' }">
<fa-icon icon="chart-column" class="menu-item-icon"></fa-icon> Target vs Actual
</button>
</div>
</div>
</mat-menu>
<mat-menu #ckycMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<button mat-menu-item routerLink="/ckyc" tabindex="0">
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> CKYC Management