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>
This commit is contained in:
2026-10-12 15:53:43 +05:30
co-authored by Claude Sonnet 5
parent afcd3af918
commit 606d14b995
36 changed files with 2967 additions and 100 deletions
@@ -0,0 +1,43 @@
<!--
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/.
-->
@if (product) {
<div class="lptc">
<div class="lptc__head">
<strong>{{ product.name }}</strong>
<span class="lptc__chip">{{ category }}</span>
<span class="lptc__chip lptc__chip--type">{{ type }}</span>
</div>
<div class="lptc__grid">
<div>
<span class="lptc__label">Amount</span>
<span>
@if (product.minPrincipal != null || product.maxPrincipal != null) {
{{ product.minPrincipal | number: '1.0-0' }} – {{ product.maxPrincipal | number: '1.0-0' }}
} @else {
—
}
</span>
</div>
<div>
<span class="lptc__label">Tenure (repayments)</span>
<span>
@if (product.minNumberOfRepayments != null || product.maxNumberOfRepayments != null) {
{{ product.minNumberOfRepayments }} – {{ product.maxNumberOfRepayments }}
} @else {
—
}
</span>
</div>
<div>
<span class="lptc__label">Short name</span>
<span>{{ product.shortName || '—' }}</span>
</div>
</div>
</div>
}
@@ -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/.
*/
.lptc {
margin: 4px 0 16px;
padding: 12px 16px;
border: 1px solid #bae6fd;
border-radius: 8px;
background: #f0f9ff;
&__head {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 8px;
}
&__chip {
padding: 1px 10px;
border-radius: 999px;
background: #e0f2fe;
color: #075985;
font-size: 12px;
font-weight: 600;
&--type {
background: #ede9fe;
color: #5b21b6;
}
}
&__grid {
display: grid;
grid-template-columns: repeat(3, minmax(0, 1fr));
gap: 8px 16px;
font-size: 13px;
color: #1e293b;
}
&__label {
display: block;
font-size: 11px;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
}
@@ -0,0 +1,37 @@
/**
* 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, Input } from '@angular/core';
import { DecimalPipe } from '@angular/common';
import { productCategoryLabel, productTypeLabel } from 'app/products/loan-products/loan-product-types';
/**
* The product picked on the loan account form, summarised with its category, type and the main limits, so the
* officer can see what the account will be opened under before going on.
*/
@Component({
selector: 'mifosx-loan-product-template-card',
templateUrl: './loan-product-template-card.component.html',
styleUrls: ['./loan-product-template-card.component.scss'],
imports: [DecimalPipe]
})
export class LoanProductTemplateCardComponent {
/** A product from the catalogue (the list shape), or undefined when none is picked. */
@Input() product: any;
get category(): string {
return productCategoryLabel(this.product?.advanceExtensions?.productTypeGroup);
}
get type(): string {
return productTypeLabel(
this.product?.advanceExtensions?.productTypeGroup,
this.product?.advanceExtensions?.productTypeSubGroup
);
}
}
@@ -32,6 +32,9 @@ import { MatCheckbox } from '@angular/material/checkbox';
import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { LoanProductCatalogService } from '../../services/loan-product-catalog.service';
import { LoanProductTemplateCardComponent } from '../loan-product-template-card/loan-product-template-card.component';
import { PRODUCT_SUB_TYPES, PRODUCT_TYPE_GROUPS } from 'app/products/loan-products/loan-product-types';
/**
* Loans Account Details Step
@@ -49,7 +52,8 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatStepperPrevious,
FaIconComponent,
MatStepperNext,
AsyncPipe
AsyncPipe,
LoanProductTemplateCardComponent
]
})
export class LoansAccountDetailsStepComponent implements OnInit, OnDestroy {
@@ -59,6 +63,7 @@ export class LoansAccountDetailsStepComponent implements OnInit, OnDestroy {
private translateService = inject(TranslateService);
private settingsService = inject(SettingsService);
private commons = inject(Commons);
private catalog = inject(LoanProductCatalogService);
//** Defining PlaceHolders for the search bar */
placeHolderLabel = '';
@@ -88,6 +93,27 @@ export class LoansAccountDetailsStepComponent implements OnInit, OnDestroy {
loanId: any = null;
/** Category and product type narrow the product picker to the active products of that kind. */
readonly categories = PRODUCT_TYPE_GROUPS;
categoryFilter = '';
typeFilter = '';
/** Ids of the products active today; null until read, or if the read failed (then nothing is hidden). */
private activeProductIds: Set<number> | null = null;
/** Every product from the template, before any filter. */
private allProducts: any[] = [];
/** Types offered for the chosen category; every type when no category is chosen. */
get typeOptions() {
return this.categoryFilter
? (PRODUCT_SUB_TYPES[this.categoryFilter] ?? [])
: Object.values(PRODUCT_SUB_TYPES).flat();
}
/** The product picked in the form, with its category and type, for the template card. */
get selectedProduct(): any {
return this.catalog.get(this.loansAccountDetailsForm?.get('productId')?.value);
}
loanProductSelected = false;
/** Currency data. */
protected productData: ReplaySubject<string[]> = new ReplaySubject<string[]>(1);
@@ -115,7 +141,8 @@ export class LoansAccountDetailsStepComponent implements OnInit, OnDestroy {
this.maxDate = this.settingsService.maxFutureDate;
this.buildDependencies();
if (this.loansAccountTemplate) {
this.productList = this.loansAccountTemplate.productOptions.sort(this.commons.dynamicSort('name'));
this.allProducts = this.loansAccountTemplate.productOptions.sort(this.commons.dynamicSort('name'));
this.productList = this.allProducts;
if (this.loansAccountTemplate.loanProductId) {
this.loansAccountDetailsForm.patchValue({
productId: this.loansAccountTemplate.loanProductId,
@@ -136,6 +163,44 @@ export class LoansAccountDetailsStepComponent implements OnInit, OnDestroy {
this.searchItem();
});
this.productData.next(this.productList.slice());
this.loadActiveProducts();
}
/**
* A new account can only be opened on a product that is active today, and the picker can be narrowed by category
* and type. Editing an existing account keeps every product, since its own product may have closed since.
*/
private loadActiveProducts(): void {
if (this.loanId) {
return;
}
this.catalog.activeProducts().subscribe((products) => {
this.activeProductIds = products.length > 0 ? new Set(products.map((product) => Number(product.id))) : null;
this.applyProductFilters();
});
}
onCategoryChange(): void {
// A type belongs to one category, so a type from another category cannot stay selected.
if (this.typeFilter && !this.typeOptions.some((type) => type.id === this.typeFilter)) {
this.typeFilter = '';
}
this.applyProductFilters();
}
/** Rebuilds the product list from the template: active only, then category and type, then the search text. */
applyProductFilters(): void {
this.productList = this.allProducts.filter((product: any) => {
if (this.activeProductIds && !this.activeProductIds.has(Number(product.id))) {
return false;
}
const ext = this.catalog.classification(product.id);
if (this.categoryFilter && ext['productTypeGroup'] !== this.categoryFilter) {
return false;
}
return !this.typeFilter || ext['productTypeSubGroup'] === this.typeFilter;
});
this.searchItem();
}
ngOnDestroy(): void {
@@ -0,0 +1,48 @@
/**
* 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 { Observable, of } from 'rxjs';
import { catchError, map, tap } from 'rxjs/operators';
import { ProductsService } from 'app/products/products.service';
/**
* Read-only view of the loan product catalogue for the loan account screens: which products are active today and
* what category and type each one is. Reads the normal product list once; the category and type of each product
* come from the classification the list carries (`advanceExtensions`).
*/
@Injectable({
providedIn: 'root'
})
export class LoanProductCatalogService {
private productsService = inject(ProductsService);
private byId = new Map<number, any>();
/**
* The products that are active today. Also remembers every product it saw, so `get` and `classification` can
* answer for them afterwards. An empty list on failure, so the picker never ends up with nothing to choose.
*/
activeProducts(): Observable<any[]> {
return this.productsService.getLoanProducts().pipe(
tap((products: any[]) => (products ?? []).forEach((product) => this.byId.set(Number(product.id), product))),
map((products: any[]) => (products ?? []).filter((product) => product?.status === 'loanProduct.active')),
catchError(() => of([]))
);
}
/** A product seen by `activeProducts`, or undefined before it ran or for an unknown id. */
get(productId: any): any {
return this.byId.get(Number(productId));
}
/** The product's category and type (`productTypeGroup`, `productTypeSubGroup`, ...), empty when it has none. */
classification(productId: any): Record<string, any> {
return this.get(productId)?.advanceExtensions ?? {};
}
}