product creation changes and preview changes

.gitignore

@@ -69,3 +69,10 @@ src/environments/.env.ts
 /playwright-report/
 /blob-report/
 /playwright/.cache/
+
+# JVM crash / replay logs
+hs_err_pid*.log
+replay_pid*.log
+
+# Microsoft Office temporary lock files
+~$*.xlsx

src/app/products/loan-products/common/loan-product-summary/loan-product-summary.component.html

@@ -33,6 +33,9 @@
         <span class="flex-60">{{ loanProduct.description }}</span>
       </div>
     }
+    <ng-container
+      *ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.details }"
+    ></ng-container>
     <h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Currency' | translate }}</h3>
     <mat-divider [inset]="true"></mat-divider>
     <div class="flex-fill layout-row">
@@ -298,6 +301,10 @@
         <span class="flex-60">{{ loanProduct.minimumDaysBetweenDisbursalAndFirstRepayment | formatNumber }}</span>
       </div>
     }
+    <ng-container
+      *ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.terms }"
+    ></ng-container>
+    <ng-container *ngTemplateOutlet="legacyInterestRateDetail"></ng-container>
     <h3 class="mat-h3 flex-fill">{{ 'labels.heading.Settings' | translate }}</h3>
     <mat-divider [inset]="true"></mat-divider>
     @if (loanProduct.amortizationType?.value) {
@@ -741,6 +748,9 @@
         </div>
       </div>
     }
+    <ng-container
+      *ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.settings }"
+    ></ng-container>
     @if (loanProduct.charges.length) {
       <div class="flex-fill layout-row-wrap responsive-column">
         <h3 class="mat-h3 flex-fill">{{ 'labels.heading.Charges' | translate }}</h3>
@@ -813,6 +823,9 @@
         </table>
       </div>
     }
+    <ng-container
+      *ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.charges }"
+    ></ng-container>
     @if (isAdvancedPaymentAllocation) {
       <div class="flex-100 layout-row-wrap responsive-column">
         <h3 class="mat-h3 flex-100">{{ 'labels.inputs.Income capitalization' | translate }}</h3>
@@ -1271,5 +1284,73 @@
         </div>
       </div>
     }
+    <ng-container
+      *ngTemplateOutlet="legacySections; context: { sections: customFieldSectionsByStep.accounting }"
+    ></ng-container>
   </div>
 }
+
+<!--
+  Legacy "Account Type Creation" tables. Rendered once here and pulled into each tab's own summary
+  above via ngTemplateOutlet, so a section sits with the tab it was entered on rather than in a
+  separate pile at the end of the preview.
+-->
+<ng-template #legacySections let-sections="sections">
+  @for (section of sections; track section.title) {
+    <div class="flex-100 layout-row-wrap responsive-column custom-field-section">
+      <h4 class="mat-h4 flex-100">{{ section.title }}</h4>
+      <table class="mat-elevation-z1 flex-100" mat-table [dataSource]="section.rows">
+        <ng-container matColumnDef="label">
+          <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Field' | translate }}</th>
+          <td mat-cell *matCellDef="let row">{{ row.label }}</td>
+        </ng-container>
+        <ng-container matColumnDef="value">
+          <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Value' | translate }}</th>
+          <td mat-cell *matCellDef="let row">
+            @switch (row.kind) {
+              @case ('yesNo') {
+                {{ row.yesNo | yesNo }}
+              }
+              @case ('date') {
+                {{ row.date | dateFormat }}
+              }
+              @case ('number') {
+                {{ row.number | formatNumber }}
+              }
+              @default {
+                {{ row.text }}
+              }
+            }
+          </td>
+        </ng-container>
+        <tr mat-header-row *matHeaderRowDef="customFieldDisplayedColumns"></tr>
+        <tr mat-row *matRowDef="let row; columns: customFieldDisplayedColumns"></tr>
+      </table>
+    </div>
+  }
+</ng-template>
+
+<!-- The legacy Interest Rate Detail grid, shown under Terms since that is where it is filled in. -->
+<ng-template #legacyInterestRateDetail>
+  @if (interestRateDetailRows.length > 0) {
+    <div class="flex-100 layout-row-wrap responsive-column">
+      <h4 class="mat-h4 flex-100">{{ 'labels.heading.Interest Rate Detail' | translate }}</h4>
+      <table class="mat-elevation-z1 flex-100" mat-table [dataSource]="interestRateDetailRows">
+        @for (column of interestRateDetailColumns; track column.key) {
+          <ng-container [matColumnDef]="column.key">
+            <th mat-header-cell *matHeaderCellDef>{{ column.label }}</th>
+            <td mat-cell *matCellDef="let row">
+              @if (column.key === 'calculation') {
+                {{ row.calculation | yesNo }}
+              } @else {
+                {{ row[column.key] }}
+              }
+            </td>
+          </ng-container>
+        }
+        <tr mat-header-row *matHeaderRowDef="interestRateDetailDisplayedColumns"></tr>
+        <tr mat-row *matRowDef="let row; columns: interestRateDetailDisplayedColumns"></tr>
+      </table>
+    </div>
+  }
+</ng-template>

src/app/products/loan-products/common/loan-product-summary/loan-product-summary.component.scss

@@ -56,3 +56,13 @@ mat-divider {
 .repayment-strategy {
   color: $status-approved;
 }
+
+// Legacy "Account Type Creation" sections. Each is a two-column field/value table, and the widest
+// of them (Interest Related Parameters) is long, so the label column is pinned to keep the value
+// column from drifting between one section and the next.
+.custom-field-section {
+  th:first-of-type,
+  td:first-of-type {
+    width: 45%;
+  }
+}

src/app/products/loan-products/common/loan-product-summary/loan-product-summary.component.ts

@@ -26,6 +26,15 @@ import {
   PaymentAllocation
 } from '../../loan-product-stepper/loan-product-payment-strategy-step/payment-allocation-model';
 import { LoanProducts } from '../../loan-products';
+import {
+  CUSTOM_FIELD_LABELS,
+  CUSTOM_FIELD_SECTIONS,
+  CUSTOM_GL_ACCOUNT_FIELDS,
+  CustomFieldStep,
+  CustomGlAccountKind,
+  INTEREST_RATE_DETAIL_COLUMNS,
+  isCustomSectionApplicable
+} from '../../loan-product-custom-fields';
 import { CodeName, OptionData, StringEnumOptionData } from '../../../../shared/models/option-data.model';
 import { Accounting } from 'app/core/utils/accounting';
 import { DecimalPipe } from '@angular/common';
@@ -51,6 +60,38 @@ import { FormatNumberPipe } from '../../../../pipes/format-number.pipe';
 import { YesnoPipe } from '../../../../pipes/yesno.pipe';
 import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
 
+/**
+ * One legacy field, ready to render. `kind` picks which pipe the template applies, so formatting
+ * (translation, dates, numbers) stays in the template rather than being baked into a string here.
+ */
+export interface CustomFieldRow {
+  label: string;
+  kind: 'text' | 'yesNo' | 'date' | 'number';
+  text?: string;
+  yesNo?: boolean;
+  date?: Date;
+  number?: number;
+}
+
+export interface CustomFieldSectionView {
+  title: string;
+  rows: CustomFieldRow[];
+}
+
+/** Legacy sections keyed by the tab they belong under, so each renders inside that tab's summary. */
+export type CustomFieldSectionsByStep = Record<CustomFieldStep, CustomFieldSectionView[]>;
+
+/** A row of the legacy Interest Rate Detail grid. */
+export interface InterestRateDetailRow {
+  interestType: string;
+  calculation: boolean;
+  normalMinRate: number | null;
+  normalMaxRate: number | null;
+  specialMinRate: number | null;
+  specialMaxRate: number | null;
+  period: string;
+}
+
 @Component({
   selector: 'mifosx-loan-product-summary',
   templateUrl: './loan-product-summary.component.html',
@@ -113,6 +154,12 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
     'chargeOffReasonCodeValueId',
     'expenseAccountId'
   ];
+  customFieldDisplayedColumns: string[] = [
+    'label',
+    'value'
+  ];
+  readonly interestRateDetailColumns = INTEREST_RATE_DETAIL_COLUMNS;
+  readonly interestRateDetailDisplayedColumns: string[] = INTEREST_RATE_DETAIL_COLUMNS.map((column) => column.key);
   accountingRuleData: string[] = [];
 
   isAdvancedPaymentAllocation = false;
@@ -128,6 +175,15 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
   capitalizedIncomeClassificationToIncomeAccountMappings: ClassificationToIncomeAccountMapping[] = [];
   writeOffReasonsToExpenseMappings: ChargeOffReasonToExpenseAccountMapping[] = [];
 
+  /** Legacy "Account Type Creation" sections, keyed by the tab each belongs under. */
+  customFieldSectionsByStep: CustomFieldSectionsByStep = LoanProductSummaryComponent.emptySectionsByStep();
+  /** The legacy Interest Rate Detail grid, shown as its own table since its value is a row array. */
+  interestRateDetailRows: InterestRateDetailRow[] = [];
+
+  private static emptySectionsByStep(): CustomFieldSectionsByStep {
+    return { details: [], settings: [], terms: [], charges: [], accounting: [] };
+  }
+
   ngOnInit() {
     this.accountingRuleData = this.accounting.getAccountingRulesForLoans();
     this.setCurrentValues();
@@ -518,6 +574,8 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
           this.loanProductsTemplate.advancedPaymentAllocationFutureInstallmentAllocationRules
       };
     }
+
+    this.setCustomFieldValues();
   }
 
   optionDataLookUp(itemId: any, optionsData: any[]): OptionData {
@@ -658,4 +716,119 @@ export class LoanProductSummaryComponent implements OnInit, OnChanges {
   mapHumanReadableValueStringEnumOptionDataList(incomingParameter: StringEnumOptionData[]): string[] {
     return incomingParameter.map((v) => v.value);
   }
+
+  /**
+   * Builds the legacy "Account Type Creation" tables, which only exist on the create/edit forms
+   * (see CUSTOM_FIELD_SECTIONS) — reviewed here because `LoanProducts.buildPayload()` drops them
+   * from the submit payload before it reaches Fineract.
+   *
+   * Sections are keyed by their originating tab so each renders inside that tab's own summary. A
+   * "Cheque Book Settings" table is only reviewable next to the rest of Settings; collected into
+   * one block at the bottom, it reads as an unrelated pile.
+   *
+   * Only genuinely unset values are hidden. A field the officer deliberately set to No or
+   * false is part of the configuration being reviewed, so it is shown like any other answer.
+   */
+  private setCustomFieldValues(): void {
+    this.customFieldSectionsByStep = LoanProductSummaryComponent.emptySectionsByStep();
+    this.interestRateDetailRows = [];
+
+    if (!this.loanProduct) {
+      return;
+    }
+
+    this.interestRateDetailRows = this.buildInterestRateDetailRows((this.loanProduct as any)['interestRateDetail']);
+
+    const productSubGroup: string = (this.loanProduct as any)['productTypeSubGroup'];
+
+    for (const section of CUSTOM_FIELD_SECTIONS) {
+      // A section the Settings step hides for this sub-group is not part of the product's
+      // configuration, so listing its defaulted controls here would only invite the reader to
+      // review settings that do not apply -- a Gold Loan has no cheque book.
+      if (!isCustomSectionApplicable(section.title, productSubGroup)) {
+        continue;
+      }
+      const rows: CustomFieldRow[] = [];
+      for (const field of section.fields) {
+        // Rendered as its own table under the Terms summary.
+        if (field === 'interestRateDetail') {
+          continue;
+        }
+        const row = this.buildCustomFieldRow(field, (this.loanProduct as any)[field]);
+        if (row) {
+          rows.push(row);
+        }
+      }
+      if (rows.length > 0) {
+        this.customFieldSectionsByStep[section.step].push({ title: section.title, rows });
+      }
+    }
+  }
+
+  private buildCustomFieldRow(field: string, value: any): CustomFieldRow | null {
+    if (value === null || value === undefined || value === '') {
+      return null;
+    }
+
+    const label = CUSTOM_FIELD_LABELS[field] ?? field;
+    const glAccountKind = CUSTOM_GL_ACCOUNT_FIELDS[field];
+    if (glAccountKind) {
+      const account = this.glAccountLookUp(value, this.glAccountOptionsFor(glAccountKind));
+      return {
+        label,
+        kind: 'text',
+        // An id with no matching account means the option lists have not loaded yet, so show the
+        // raw id rather than a blank cell.
+        text: account ? '(' + account.glCode + ') ' + account.name : String(value)
+      };
+    }
+
+    if (typeof value === 'boolean') {
+      return { label, kind: 'yesNo', yesNo: value };
+    }
+    if (value === 'YES' || value === 'NO') {
+      return { label, kind: 'yesNo', yesNo: value === 'YES' };
+    }
+    // Only real Date instances go through the date pipe -- a value already formatted by a step's
+    // getter is left as text so it is not reformatted a second time.
+    if (value instanceof Date) {
+      return { label, kind: 'date', date: value };
+    }
+    // Numeric strings such as account or MICR codes stay text, so leading zeros survive.
+    if (typeof value === 'number') {
+      return { label, kind: 'number', number: value };
+    }
+    return { label, kind: 'text', text: String(value) };
+  }
+
+  /** Drops the untouched rows of the legacy Interest Rate Detail grid. */
+  private buildInterestRateDetailRows(value: any): InterestRateDetailRow[] {
+    if (!Array.isArray(value)) {
+      return [];
+    }
+    return value.filter((row: any) =>
+      this.interestRateDetailColumns.some(
+        (column) =>
+          column.key !== 'interestType' &&
+          row?.[column.key] !== null &&
+          row?.[column.key] !== undefined &&
+          row?.[column.key] !== '' &&
+          row?.[column.key] !== false
+      )
+    );
+  }
+
+  private glAccountOptionsFor(kind: CustomGlAccountKind): GLAccount[] {
+    const options = this.loanProductsTemplate?.accountingMappingOptions;
+    switch (kind) {
+      case 'asset':
+        return options?.assetAccountOptions || [];
+      case 'income':
+        return options?.incomeAccountOptions || [];
+      case 'expense':
+        return options?.expenseAccountOptions || [];
+      case 'liability':
+        return options?.liabilityAccountOptions || [];
+    }
+  }
 }

src/app/products/loan-products/create-loan-product/create-loan-product.component.ts

@@ -249,6 +249,53 @@ export class CreateLoanProductComponent implements OnInit {
   }
 
   get loanProductFormValid() {
+    // TEMP DEBUG — remove once the invalid-step diagnosis is done.
+    const forms: [string, any][] = [
+      [
+        'details',
+        this.loanProductDetailsForm
+      ],
+      [
+        'currency',
+        this.loanProductCurrencyForm
+      ],
+      [
+        'terms',
+        this.loanProductTermsForm
+      ],
+      [
+        'settings',
+        this.loanProductSettingsForm
+      ],
+      [
+        'accounting',
+        this.loanProductAccountingForm
+      ]
+    ];
+    if (this.isAdvancedPaymentStrategy) {
+      forms.push([
+        'incomeCapitalization',
+        this.loanIncomeCapitalizationForm
+      ]);
+    }
+    const invalid = forms.filter(
+      ([
+        ,
+        form
+      ]) => !form?.valid
+    );
+    if (invalid.length) {
+      invalid.forEach(
+        ([
+          name,
+          form
+        ]) => {
+          const invalidControls = Object.keys(form.controls || {}).filter((key) => form.get(key)?.invalid);
+          console.warn(`[loanProductFormValid] "${name}" form invalid. Invalid controls:`, invalidControls);
+        }
+      );
+    }
+
     if (this.isAdvancedPaymentStrategy) {
       return (
         this.loanProductDetailsForm.valid &&

src/app/products/loan-products/edit-loan-product/edit-loan-product.component.ts

@@ -117,7 +117,9 @@ export class EditLoanProductComponent implements OnInit {
     const loanProducts = this.loanProducts;
 
     this.route.data.subscribe((data: { loanProductAndTemplate: any; configurations: any }) => {
-      this.loanProductAndTemplate = data.loanProductAndTemplate;
+      // Lift the saved legacy "Account Type Creation" fields to the top level before any step reads
+      // them, since the backend returns them nested under `cbsExtensions`.
+      this.loanProductAndTemplate = loanProducts.flattenCbsExtensions(data.loanProductAndTemplate);
       const assetAccountData = this.loanProductAndTemplate.accountingMappingOptions.assetAccountOptions || [];
       const liabilityAccountData = this.loanProductAndTemplate.accountingMappingOptions.liabilityAccountOptions || [];
       this.loanProductAndTemplate.accountingMappingOptions.assetAndLiabilityAccountOptions =

src/app/products/loan-products/loan-product-custom-fields.ts

@@ -0,0 +1,820 @@
+/**
+ * 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/.
+ */
+
+/**
+ * Metadata for the legacy "Account Type Creation" fields grafted onto the loan product form.
+ *
+ * These fields have no home in Fineract's loan product schema, so `LoanProducts.buildPayload()`
+ * strips them before submitting. They are still worth showing in full on the preview step, which is
+ * what this file exists for: the grouping and labels here mirror the create/edit form, so an
+ * officer reviews the same wording they typed against.
+ *
+ * Each section carries the `step` it was entered on, so the preview can show a section directly
+ * under that tab's own summary instead of collecting every legacy field into one block at the
+ * bottom -- reviewing "Cheque Book Settings" is only meaningful next to the rest of Settings.
+ *
+ * `CUSTOM_UI_ONLY_FIELDS` is derived from `CUSTOM_FIELD_SECTIONS` rather than kept alongside it, so
+ * the strip list and the preview can never disagree about which fields are custom.
+ */
+
+import { UntypedFormGroup } from '@angular/forms';
+
+/** Which set of GL accounts a custom mapping field draws from, for resolving an id to an account. */
+export type CustomGlAccountKind = 'asset' | 'income' | 'expense' | 'liability';
+
+/** The create/edit tab a section's fields are entered on. */
+export type CustomFieldStep = 'details' | 'settings' | 'terms' | 'charges' | 'accounting';
+
+export interface CustomFieldSection {
+  /** Heading shown on the preview step. */
+  title: string;
+  /** Tab this section belongs under. */
+  step: CustomFieldStep;
+  fields: string[];
+}
+
+export const CUSTOM_FIELD_SECTIONS: CustomFieldSection[] = [
+  {
+    title: 'Classification & Legacy Header',
+    step: 'details',
+    fields: [
+      'productTypeGroup',
+      'productTypeSubGroup',
+      'debitIntCalculation',
+      'separatePenalInterest',
+      'creditIntCalculation',
+      'subAccountTypeBalance',
+      'finalIntRounding',
+      'roundingUpTo',
+      'accountTypeCode',
+      'micrTransactionCode',
+      'reservedEcsSerialNumber',
+      'reverseEcsNumber',
+      'lockChequeInfoEnabled',
+      'lockPageTwoInfoEnabled',
+      'computerizationDate',
+      'chequePrintDescription',
+      'posAccountTypeDescription',
+      'pfmsAccountType',
+      'renewalDateAddMonths',
+      'documentRenewalDateAddMonths',
+      'ppsLimit',
+      'isWriteOffAccountType',
+      'writeOffAccountTypeCode',
+      'renewalGraceDays'
+    ]
+  },
+  {
+    title: 'Cheque Book Settings',
+    step: 'settings',
+    fields: [
+      'chequeBookIssueEnabled',
+      'chequeValidationRequired',
+      'isFirstChequeBookFree',
+      'chequePrintingAccountType',
+      'allowWithdrawalSlipUsage',
+      'maintainChequeBookStockRegistry',
+      'freeChequeBooksPerYear',
+      'allowCreditByChequeNumber',
+      'creditChequeValidationRequired',
+      'graceDaysForStockStatement'
+    ]
+  },
+  {
+    title: 'Additional Product Settings',
+    step: 'settings',
+    fields: [
+      'accountTypeActiveForTransactions',
+      'subTypeActivityEnabled',
+      'accountOpeningCharges',
+      'maximumGoldLoanLimit',
+      'lastAccountNumberOpened',
+      'customerTerminationAllowed',
+      'chargesForCashCreditAboveLimit',
+      'deathInterestGLAccount',
+      'startingLedgerNumber',
+      'endingLedgerNumber',
+      'currentLedgerNumber',
+      'remittanceAccountNumber',
+      'isNonResidentIndianAccount',
+      'debitClearingGLAccount',
+      'missedCallAlertServiceActive',
+      'standingInstructionChargeGLAccount',
+      'standingInstructionDebitChargeSkipOption',
+      'openingBalanceMultiplierForRemittanceCharges',
+      'goldLoanPacketNumberWithYearEnabled',
+      'accountMoveToInoperativeEnabled',
+      'generateGlDiffEntryEnabled',
+      'subTypeWiseGlBalanceGenerationEnabled',
+      'validateBeforeDeletingDebitEntryEnabled',
+      'rcFileConceptEnabled',
+      'accountCloseZeroBalanceInOpenDayProcess',
+      'accountCloseZeroBalanceAtSubledgerTranEntry',
+      'limitEnhancementAgainstClearingScreenDisplayEnabled',
+      'advanceInterestParameterInLedgerEnabled',
+      'vehicleDetailInMasterEnabled',
+      'deletedChequeIssueEnabled',
+      'dpReduceInDocumentRenewalDateEnabled',
+      'dpReduceInRenewalDateEnabled',
+      'autoCloseAtDayEndEnabled',
+      'loanRateFromMasterEnabled',
+      'chequeShortName',
+      'statementPrintEnabled',
+      'neslCode'
+    ]
+  },
+  {
+    title: 'Interest Related Parameters',
+    step: 'settings',
+    fields: [
+      'drawingPowerAndLimitGenerationProcedure',
+      'advancesInterestCalculationMethod',
+      'againstInterestCalculationEnabled',
+      'dayWiseAgainstClearingInterestRounding',
+      'interestCalculationOneFourthMethod',
+      'againstClearingInterestProcedureType',
+      'considerDebitClosingAmountForAgainstClearing',
+      'interestRoundingMethod',
+      'penaltyInterestCalculationEnabled',
+      'penaltyInterestCalculationMethod',
+      'penaltyInterestProcedureNumber',
+      'overdrawnInterestCalculationMethod',
+      'calculateOverdrawnInterestAfterRenewal',
+      'interestOnCreditBalance',
+      'penaltyInterestDateDifferentThanRegularInterest',
+      'fixedDepositOverdraftCertificateSortOrder',
+      'useDocumentSubmissionDateForInterest',
+      'loanManagementSystemRenewalPenaltyActive',
+      'minimumNormalInterestAmount',
+      'minimumInterestCalculationMethod',
+      'minimumAgainstClearingInterestAmount',
+      'limitIncreaseUptoInterestAmountInInterestCalculation',
+      'minimumPenaltyInterestAmount',
+      'daysForLimitIncreaseUptoInterestAmount',
+      'additionalInterestRateForFixedDepositOverdraft',
+      'considerDdPayorderInAgainstClearingInterestCalculation',
+      'graceDaysAfterRenewDate',
+      'applyUndebitedInterestConceptEnabled',
+      'interestRegisterPrintFormatType',
+      'normalGraceDaysAfterOverdue',
+      'allowAgainstClearingEntry',
+      'allowNoBalanceEntry',
+      'fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest',
+      'allowNoBalanceEntryWithPassword',
+      'undebitedSimpleInterestAccountWise',
+      'dailyInterestCalculationEnabled',
+      'dailyInterestCalculationStartDate',
+      'nonPerformingAssetPenalInterestRateUpdate',
+      'nonPerformingAssetPenalInterestRate',
+      'fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess',
+      'addPenalInterestRate',
+      'atyp14SimpleInterestEnabled',
+      'fixedDepositOverdraftMarginType',
+      'checkMasterDetailEditedPassingPendingEnabled',
+      'creditDebitInterestCalculationSeparateEnabled',
+      'onTimeInterestProvisionEnabled',
+      'checkAgainstClearingEnabled',
+      'gstOnPenaltyEnabled',
+      'penaltyInterestGraceDays',
+      'overdrawnInterestRate',
+      'calculateDailyLimitEnhancementTodEnabled',
+      'fixedDepositOverdraftMultipleInterestRateEnabled',
+      'graceDaysAfterOverdueForMoratorium'
+    ]
+  },
+  {
+    title: 'Credit Bureau Settings (CIBIL)',
+    step: 'settings',
+    fields: [
+      'cibilAccountType',
+      'cibilCommercialAccountType',
+      'highmarkAccountType',
+      'highmarkCommercialAccountType',
+      'experianAccountType',
+      'experianCommercialAccountType',
+      'equifaxAccountType',
+      'equifaxCommercialAccountType'
+    ]
+  },
+  {
+    title: 'RBI Compliance & Product Category',
+    step: 'settings',
+    fields: [
+      'loanProductCategory',
+      'penalChargeMethod',
+      'isFloatingRate',
+      'foreclosureChargesApplicable',
+      'keyFactStatementEnabled',
+      'annualPercentageRateCalculationEnabled'
+    ]
+  },
+  {
+    title: 'Channel & Transaction Limits',
+    step: 'settings',
+    fields: [
+      'isMobileAppEnabled',
+      'isAtmEnabled',
+      'atmYearlyChargeEnabled',
+      'atmMinimumBalance',
+      'emailActiveEnabled',
+      'isImpsEnabled',
+      'isUpiEnabled',
+      'isPosEnabled',
+      'isBbpsEnabled',
+      'interBankLimitPerDay',
+      'interBankLimitPerTransaction',
+      'neftRtgsLimitPerDay',
+      'neftRtgsLimitPerTransaction',
+      'neftCutoffLimit',
+      'rtgsCutoffLimit',
+      'neftRtgsMinimumBalance',
+      'isChargeRequiredNeftRtgsCbs',
+      'isChargeRequiredNeftRtgsMobile',
+      'impsLimitPerDay',
+      'impsLimitPerTransaction',
+      'impsLimitPerMonth',
+      'impsMinLimit',
+      'impsMonthlyTransactionCount'
+    ]
+  },
+  {
+    title: 'POS Facility & ATM CSV Settings',
+    step: 'settings',
+    fields: [
+      'maxPerTransactionLimitAtm',
+      'maxDayTransactionLimitAtm',
+      'maxPerTransactionLimitPos',
+      'maxDayTransactionLimitPos',
+      'maxPerTransactionLimitEcom',
+      'maxDayTransactionLimitEcom',
+      'maxPerTransactionLimitUpi',
+      'maxDayTransactionLimitUpi',
+      'atmCsvProductCode',
+      'atmCsvTypeCode'
+    ]
+  },
+  {
+    title: 'Auto Interest Post Parameters',
+    step: 'settings',
+    fields: [
+      'autoInterestPostType',
+      'autoInterestPostWhen',
+      'autoInterestPostFixDay',
+      'autoLastInterestDate'
+    ]
+  },
+  {
+    title: 'Foreclosure / Early Account Closure',
+    step: 'settings',
+    fields: [
+      'calculateEarlyAccountCloseCharge',
+      'earlyAccountCloseCharge',
+      'earlyAccountClosePeriodInMonths'
+    ]
+  },
+  {
+    title: 'Legacy Terms',
+    step: 'terms',
+    fields: [
+      'debitBalanceAllow',
+      'allowDebitTransAfterDueDate',
+      'branchLevelAccountType',
+      'interestRateDetail'
+    ]
+  },
+  {
+    title: 'Legacy Cheque, Standing Instruction & Minimum Balance Charges',
+    step: 'charges',
+    fields: [
+      'chequeBookChargeEnabled',
+      'chequeReturnChargeEnabled',
+      'icChargeDebitEnabled',
+      'cashBundleChargeEnabled',
+      'cashBundleChargeWithPanLimit',
+      'perChequeEntryCharge',
+      'perChequeEntryServiceCharge',
+      'perInwardChequeEntryCharge',
+      'perOutwardChequeEntryCharge',
+      'creditorStandingInstructionFailCharge',
+      'debtorStandingInstructionFailCharge',
+      'minimumBalanceCheckingType',
+      'autoMinimumBalanceCharge',
+      'calculateDailyMinimumBalanceCharges',
+      'minimumBalanceChargeEnabled',
+      'minimumBalanceChargeAmount',
+      'minimumBalanceChargeForChequeIssue',
+      'minimumBalanceChargeMethod',
+      'monthsAfterMinBalanceChargeCalculate',
+      'forChequeIssue',
+      'forChequeIssueAvg',
+      'forWithdrawalSlip',
+      'forWithdrawalSlipAvg',
+      'calculateDailyAgainstClearingCharge'
+    ]
+  },
+  {
+    title: 'Custom GL Account Mappings',
+    step: 'accounting',
+    fields: [
+      'intReceivablesGlAccountId',
+      'intPayableGlAccountId',
+      'deafIntPayableGlAccountId',
+      'intOverdueReserveAccountId',
+      'undebitedInterestAccountId',
+      'penalIntCrGlAccountId',
+      'rdMaturedGlAccountId',
+      'glAccountId',
+      'icChargeGlAccountId',
+      'inoperativeGlAccountId',
+      'creditBalanceLiabilityGlAccountId',
+      'creditBalanceAssetGlAccountId',
+      'overdueAccountsGlAccountId',
+      'rebateGlAccountId'
+    ]
+  }
+];
+
+/** Form labels, copied from the create/edit step templates so preview wording matches. */
+export const CUSTOM_FIELD_LABELS: Record<string, string> = {
+  productTypeGroup: 'Account Type Group',
+  productTypeSubGroup: 'Product Type Sub Group',
+  debitIntCalculation: 'Debit Int. Calculation',
+  separatePenalInterest: 'Separate Penal Int.',
+  creditIntCalculation: 'Credit Int. Calculation',
+  subAccountTypeBalance: 'Sub A/c Type Balance',
+  finalIntRounding: 'Final Int. Rounding',
+  roundingUpTo: 'Rounding UpTo',
+  accountTypeCode: 'A/c Type Code',
+  micrTransactionCode: 'MICR Trn. Code',
+  reservedEcsSerialNumber: 'Reserved Code Srno For ECS',
+  reverseEcsNumber: 'Reverse ECS No.',
+  lockChequeInfoEnabled: 'Lock Cheque Info',
+  lockPageTwoInfoEnabled: 'Lock Page 2 Info',
+  computerizationDate: 'Computerization Date',
+  chequePrintDescription: 'Chq. Print Description',
+  posAccountTypeDescription: 'POS A/c Type Description',
+  pfmsAccountType: 'PFMS Account Type',
+  renewalDateAddMonths: 'Renewal Dt. Add Months',
+  documentRenewalDateAddMonths: 'Doc. Renewal Dt. Add Months',
+  ppsLimit: 'PPS Limit',
+  isWriteOffAccountType: 'Is this Actyp Write Off?',
+  writeOffAccountTypeCode: 'Write Off Actyp',
+  renewalGraceDays: 'Renewal Grace Days',
+  chequeBookIssueEnabled: 'Cheque Book Issue Enabled',
+  chequeValidationRequired: 'Cheque Validation Required',
+  isFirstChequeBookFree: 'Is First Cheque Book Free',
+  chequePrintingAccountType: 'Cheque Printing Account Type',
+  allowWithdrawalSlipUsage: 'Allow Withdrawal Slip Usage',
+  maintainChequeBookStockRegistry: 'Maintain Cheque Book Stock Registry',
+  freeChequeBooksPerYear: 'Free Cheque Books Per Year',
+  allowCreditByChequeNumber: 'Allow Credit By Cheque Number',
+  creditChequeValidationRequired: 'Credit Cheque Validation Required',
+  graceDaysForStockStatement: 'Grace Days For Stock Statement',
+  accountTypeActiveForTransactions: 'Account Type Active For Transactions',
+  subTypeActivityEnabled: 'Sub Type Activity Enabled',
+  accountOpeningCharges: 'Account Opening Charges',
+  maximumGoldLoanLimit: 'Maximum Gold Loan Limit',
+  lastAccountNumberOpened: 'Last Account Number Opened',
+  customerTerminationAllowed: 'Customer Termination Allowed',
+  chargesForCashCreditAboveLimit: 'Charges For Cash Credit Above Limit',
+  deathInterestGLAccount: 'Death Interest GL Account',
+  startingLedgerNumber: 'Starting Ledger Number',
+  endingLedgerNumber: 'Ending Ledger Number',
+  currentLedgerNumber: 'Current Ledger Number',
+  remittanceAccountNumber: 'Remittance Account Number',
+  isNonResidentIndianAccount: 'Is Non Resident Indian Account',
+  debitClearingGLAccount: 'Debit Clearing GL Account',
+  missedCallAlertServiceActive: 'Missed Call Alert Service Active',
+  standingInstructionChargeGLAccount: 'Standing Instruction Charge GL Account',
+  standingInstructionDebitChargeSkipOption: 'Standing Instruction Debit Charge Skip Option',
+  openingBalanceMultiplierForRemittanceCharges: 'Opening Balance Multiplier For Remittance Charges',
+  goldLoanPacketNumberWithYearEnabled: 'Gold Loan [Packet No.] With Year?',
+  accountMoveToInoperativeEnabled: 'A/c Move To InOperative A/c',
+  generateGlDiffEntryEnabled: 'Generate GL Diff Entry',
+  subTypeWiseGlBalanceGenerationEnabled: 'Sub Type Wise GL Balance Gen',
+  validateBeforeDeletingDebitEntryEnabled: 'Want To Validation While Deleting Debit Entry',
+  rcFileConceptEnabled: 'Want To RC File Concept',
+  accountCloseZeroBalanceInOpenDayProcess: 'A/c Close With Zero Bal. In Open Day Process',
+  accountCloseZeroBalanceAtSubledgerTranEntry: 'A/c Close When Bal. Zero At Subled Tran Entry',
+  limitEnhancementAgainstClearingScreenDisplayEnabled: 'Lmt.Enh/Ag.Clg Screen Display',
+  advanceInterestParameterInLedgerEnabled: 'Advance Int. Param In Ledger',
+  vehicleDetailInMasterEnabled: 'Vehicle Detail In Master',
+  deletedChequeIssueEnabled: 'Deleted Chq. Issue',
+  dpReduceInDocumentRenewalDateEnabled: 'DP Reduce In Doc. Renewal Date',
+  dpReduceInRenewalDateEnabled: 'DP Reduce In Renewal Date',
+  autoCloseAtDayEndEnabled: 'Auto Close Day-End',
+  loanRateFromMasterEnabled: 'Loan Rate From Master',
+  chequeShortName: 'Cheque Short Name',
+  statementPrintEnabled: 'Statement Print',
+  neslCode: 'NESL Code',
+  drawingPowerAndLimitGenerationProcedure: 'Drawing Power And Limit Generation Procedure',
+  advancesInterestCalculationMethod: 'Advances Interest Calculation Method',
+  againstInterestCalculationEnabled: 'Against Interest Calculation Enabled',
+  dayWiseAgainstClearingInterestRounding: 'Day Wise Against Clearing Interest Rounding',
+  interestCalculationOneFourthMethod: 'Interest Calculation One Fourth Method',
+  againstClearingInterestProcedureType: 'Against Clearing Interest Procedure Type',
+  considerDebitClosingAmountForAgainstClearing: 'Consider Debit Closing Amount For Against Clearing',
+  interestRoundingMethod: 'Interest Rounding Method',
+  penaltyInterestCalculationEnabled: 'Penalty Interest Calculation Enabled',
+  penaltyInterestCalculationMethod: 'Penalty Interest Calculation Method',
+  penaltyInterestProcedureNumber: 'Penalty Interest Procedure Number',
+  overdrawnInterestCalculationMethod: 'Overdrawn Interest Calculation Method',
+  calculateOverdrawnInterestAfterRenewal: 'Calculate Overdrawn Interest After Renewal',
+  interestOnCreditBalance: 'Interest On Credit Balance',
+  penaltyInterestDateDifferentThanRegularInterest: 'Penalty Interest Date Different Than Regular Interest',
+  fixedDepositOverdraftCertificateSortOrder: 'Fixed Deposit Overdraft Certificate Sort Order',
+  useDocumentSubmissionDateForInterest: 'Use Document Submission Date For Interest',
+  loanManagementSystemRenewalPenaltyActive: 'Loan Management System Renewal Penalty Active',
+  minimumNormalInterestAmount: 'Minimum Normal Interest Amount',
+  minimumInterestCalculationMethod: 'Minimum Interest Calculation Method',
+  minimumAgainstClearingInterestAmount: 'Minimum Against Clearing Interest Amount',
+  limitIncreaseUptoInterestAmountInInterestCalculation: 'Limit Increase Upto Interest Amount In Interest Calculation',
+  minimumPenaltyInterestAmount: 'Minimum Penalty Interest Amount',
+  daysForLimitIncreaseUptoInterestAmount: 'Days For Limit Increase Upto Interest Amount',
+  additionalInterestRateForFixedDepositOverdraft: 'Additional Interest Rate For Fixed Deposit Overdraft',
+  considerDdPayorderInAgainstClearingInterestCalculation:
+    'Consider DD/Payorder In Against Clearing Interest Calculation',
+  graceDaysAfterRenewDate: 'Grace Days After Renewal Date',
+  applyUndebitedInterestConceptEnabled: 'Apply Undebited Interest Concept Enabled',
+  interestRegisterPrintFormatType: 'Interest Register Print Format Type',
+  normalGraceDaysAfterOverdue: 'Normal Grace Days After Overdue',
+  allowAgainstClearingEntry: 'Allow Against Clearing Entry',
+  allowNoBalanceEntry: 'Allow No Balance Entry',
+  fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest:
+    'Fixed Deposit Overdraft Penalty Interest Combined With Normal Interest',
+  allowNoBalanceEntryWithPassword: 'Allow No Balance Entry With Password',
+  undebitedSimpleInterestAccountWise: 'Undebited Simple Interest Account Wise',
+  dailyInterestCalculationEnabled: 'Daily Interest Calculation Enabled',
+  dailyInterestCalculationStartDate: 'Daily Interest Calculation Start Date',
+  nonPerformingAssetPenalInterestRateUpdate: 'Non Performing Asset Penal Interest Rate Update',
+  nonPerformingAssetPenalInterestRate: 'Non Performing Asset Penal Interest Rate',
+  fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess:
+    'Fixed Deposit Overdraft Penal Interest Rate Update In Branch Process',
+  addPenalInterestRate: 'Add Penal Interest Rate',
+  atyp14SimpleInterestEnabled: 'Atyp14 Simple Int.',
+  fixedDepositOverdraftMarginType: 'FDOD Margin Type',
+  checkMasterDetailEditedPassingPendingEnabled: 'Check Master Detail Edited (Passing Pend.)',
+  creditDebitInterestCalculationSeparateEnabled: 'Credit/Debit Int. Calc. Separate',
+  onTimeInterestProvisionEnabled: 'On Time Interest Provision',
+  checkAgainstClearingEnabled: 'Check Against Clearing',
+  gstOnPenaltyEnabled: 'GST On Penalty',
+  penaltyInterestGraceDays: 'Penalty Int. Grace Days',
+  overdrawnInterestRate: 'Over Drawn Int. Rate',
+  calculateDailyLimitEnhancementTodEnabled: 'Calculate Daily Limit Enhancement (TOD)',
+  fixedDepositOverdraftMultipleInterestRateEnabled: 'FDOD Multiple Int. Rate',
+  graceDaysAfterOverdueForMoratorium: 'Grace Days After Overdue For Moratorium A/c',
+  cibilAccountType: 'CIBIL Account Type',
+  cibilCommercialAccountType: 'CIBIL Commercial Account Type',
+  highmarkAccountType: 'Highmark Account Type',
+  highmarkCommercialAccountType: 'Highmark Commercial Account Type',
+  experianAccountType: 'Experian Account Type',
+  experianCommercialAccountType: 'Experian Commercial Account Type',
+  equifaxAccountType: 'Equifax Account Type',
+  equifaxCommercialAccountType: 'Equifax Commercial Account Type',
+  loanProductCategory: 'Loan Product Category (RBI Reporting)',
+  penalChargeMethod: 'Penal Charge Method',
+  isFloatingRate: 'Penal Charge Method',
+  foreclosureChargesApplicable: 'Foreclosure Charges Applicable',
+  keyFactStatementEnabled: 'Foreclosure Charges Applicable',
+  annualPercentageRateCalculationEnabled: 'Foreclosure Charges Applicable',
+  isMobileAppEnabled: 'Is Mobile App?',
+  isAtmEnabled: 'Is ATM?',
+  atmYearlyChargeEnabled: 'ATM Yearly Charge?',
+  atmMinimumBalance: 'ATM Min. Balance',
+  emailActiveEnabled: 'Email Active?',
+  isImpsEnabled: 'Is IMPS?',
+  isUpiEnabled: 'Is UPI?',
+  isPosEnabled: 'Is POS?',
+  isBbpsEnabled: 'Is BBPS?',
+  interBankLimitPerDay: 'Inter Bank Limit (Per Day)',
+  interBankLimitPerTransaction: 'Inter Bank Limit (Per Transaction)',
+  neftRtgsLimitPerDay: 'NEFT/RTGS Limit (Per Day)',
+  neftRtgsLimitPerTransaction: 'NEFT/RTGS Limit (Per Transaction)',
+  neftCutoffLimit: 'NEFT Cutoff Limit',
+  rtgsCutoffLimit: 'RTGS Cutoff Limit',
+  neftRtgsMinimumBalance: 'NEFT/RTGS Min. Balance',
+  isChargeRequiredNeftRtgsCbs: 'Is Charge Req. NEFT/RTGS (CBS)?',
+  isChargeRequiredNeftRtgsMobile: 'Is Charge Req. NEFT/RTGS (Mobile)?',
+  impsLimitPerDay: 'IMPS Limit (Per Day)',
+  impsLimitPerTransaction: 'IMPS Limit (Per Transaction)',
+  impsLimitPerMonth: 'IMPS Limit (Per Month)',
+  impsMinLimit: 'IMPS Min. Limit',
+  impsMonthlyTransactionCount: 'IMPS Monthly Transaction Count',
+  maxPerTransactionLimitAtm: 'Max Per Transaction Limit (ATM)',
+  maxDayTransactionLimitAtm: 'Max Day Transaction Limit (ATM)',
+  maxPerTransactionLimitPos: 'Max Per Transaction Limit (POS)',
+  maxDayTransactionLimitPos: 'Max Day Transaction Limit (POS)',
+  maxPerTransactionLimitEcom: 'Max Per Transaction Limit (ECOM)',
+  maxDayTransactionLimitEcom: 'Max Day Transaction Limit (ECOM)',
+  maxPerTransactionLimitUpi: 'Max Per Transaction Limit (UPI)',
+  maxDayTransactionLimitUpi: 'Max Day Transaction Limit (UPI)',
+  atmCsvProductCode: 'ATM CSV Product Code',
+  atmCsvTypeCode: 'ATM CSV Type Code',
+  autoInterestPostType: 'Auto Int. Post Type',
+  autoInterestPostWhen: 'Auto Int. Post When',
+  autoInterestPostFixDay: 'Fix Day',
+  autoLastInterestDate: 'Auto Last Int. Date',
+  calculateEarlyAccountCloseCharge: 'Calculate Early A/c Close Charge?',
+  earlyAccountCloseCharge: 'Early A/c Close Charge',
+  earlyAccountClosePeriodInMonths: 'Early A/c Close Period (In Months)',
+  debitBalanceAllow: 'Debit Balance Allow',
+  allowDebitTransAfterDueDate: 'Allow Debit Trans After Due Date',
+  branchLevelAccountType: 'Branch Level A/c Type',
+  interestRateDetail: 'Interest Rate Detail',
+  chequeBookChargeEnabled: 'Chq. Book Charge',
+  chequeReturnChargeEnabled: 'Chq. Return Charge',
+  icChargeDebitEnabled: 'I.C. Charge Debit',
+  cashBundleChargeEnabled: 'Cash Bundle Charge',
+  cashBundleChargeWithPanLimit: 'Cash Bundle Charge With PAN Limit',
+  perChequeEntryCharge: 'Per Cheque Entry Charge',
+  perChequeEntryServiceCharge: 'Per Cheque Entry Service Charge',
+  perInwardChequeEntryCharge: 'Per Inward Cheque Entry Charge',
+  perOutwardChequeEntryCharge: 'Per Outward Cheque Entry Charge',
+  creditorStandingInstructionFailCharge: 'Creditor Standing Instr. Fail Charge',
+  debtorStandingInstructionFailCharge: 'Debtor Standing Instr. Fail Charge',
+  minimumBalanceCheckingType: 'Minimum Balance Checking',
+  autoMinimumBalanceCharge: 'Auto Minimum Balance Charge',
+  calculateDailyMinimumBalanceCharges: 'Calculate Daily Min. Balance Charges',
+  minimumBalanceChargeEnabled: 'Minimum Balance Charge',
+  minimumBalanceChargeAmount: 'Min. Balance Charge (Rs.)',
+  minimumBalanceChargeForChequeIssue: 'Min. Balance Charge For Cheque Issue (Rs.)',
+  minimumBalanceChargeMethod: 'Min. Balance Charge Method',
+  monthsAfterMinBalanceChargeCalculate: 'Months After Min. Balance Charge Calculate',
+  forChequeIssue: 'For Cheque Issue',
+  forChequeIssueAvg: 'For Cheque Issue (Avg.)',
+  forWithdrawalSlip: 'For Withdrawal Slip',
+  forWithdrawalSlipAvg: 'For Withdrawal Slip (Avg.)',
+  calculateDailyAgainstClearingCharge: 'Calculate Daily Against Clearing Charge',
+  intReceivablesGlAccountId: 'Int. Receivables GL A/c',
+  intPayableGlAccountId: 'Int. Payable GL A/c',
+  deafIntPayableGlAccountId: 'Deaf Int. Payble GL A/c',
+  intOverdueReserveAccountId: 'Int. Overdue Reserve A/c (AS)',
+  undebitedInterestAccountId: 'UnDebited Interest A/c (LI)',
+  penalIntCrGlAccountId: 'Penal Int. Cr. GL A/c',
+  rdMaturedGlAccountId: 'RD Matured GL A/c',
+  glAccountId: 'GL A/c No.',
+  icChargeGlAccountId: 'I.C. Charge GL A/c No.',
+  inoperativeGlAccountId: 'InOperative GL A/c',
+  creditBalanceLiabilityGlAccountId: 'Cr.Balance Liability GL A/c',
+  creditBalanceAssetGlAccountId: 'Cr.Balance Asset GL A/c',
+  overdueAccountsGlAccountId: 'Overdue Accounts GL A/c No.',
+  rebateGlAccountId: 'Rebate GL A/c No.'
+};
+
+/**
+ * Custom GL mapping fields hold an account id, so the preview resolves each to its account rather
+ * than printing a bare number. The kind picks which option list from the product template to
+ * search -- it matches the `options` the Accounting step's own field config uses.
+ */
+export const CUSTOM_GL_ACCOUNT_FIELDS: Record<string, CustomGlAccountKind> = {
+  intReceivablesGlAccountId: 'asset',
+  intPayableGlAccountId: 'liability',
+  deafIntPayableGlAccountId: 'asset',
+  intOverdueReserveAccountId: 'asset',
+  undebitedInterestAccountId: 'liability',
+  penalIntCrGlAccountId: 'income',
+  rdMaturedGlAccountId: 'asset',
+  glAccountId: 'asset',
+  icChargeGlAccountId: 'income',
+  inoperativeGlAccountId: 'asset',
+  creditBalanceLiabilityGlAccountId: 'liability',
+  creditBalanceAssetGlAccountId: 'asset',
+  overdueAccountsGlAccountId: 'asset',
+  rebateGlAccountId: 'expense'
+};
+
+/** Columns of the legacy Interest Rate Detail grid, whose value is a row array rather than a scalar. */
+export const INTEREST_RATE_DETAIL_COLUMNS: { key: string; label: string }[] = [
+  {
+    key: 'interestType',
+    label: 'Interest Type'
+  },
+  {
+    key: 'calculation',
+    label: 'Calculation'
+  },
+  {
+    key: 'normalMinRate',
+    label: 'Normal Min. Rate'
+  },
+  {
+    key: 'normalMaxRate',
+    label: 'Normal Max. Rate'
+  },
+  {
+    key: 'specialMinRate',
+    label: 'Special Min. Rate'
+  },
+  {
+    key: 'specialMaxRate',
+    label: 'Special Max. Rate'
+  },
+  {
+    key: 'period',
+    label: 'Period'
+  }
+];
+
+/**
+ * Legacy fields whose form control is a dropdown holding the *strings* 'YES' and 'NO', not a boolean.
+ *
+ * They are stored as BOOLEAN, so a saved product comes back from the API as true/false. Patching that
+ * straight into the form would match no option and leave the dropdown blank, which is why
+ * `LoanProducts.flattenCbsExtensions()` maps them back to 'YES'/'NO' on the way in.
+ */
+export const CUSTOM_YES_NO_STRING_FIELDS: string[] = [
+  'lockChequeInfoEnabled',
+  'lockPageTwoInfoEnabled',
+  'isWriteOffAccountType',
+  'chequeBookIssueEnabled',
+  'chequeValidationRequired',
+  'isFirstChequeBookFree',
+  'allowWithdrawalSlipUsage',
+  'maintainChequeBookStockRegistry',
+  'allowCreditByChequeNumber',
+  'creditChequeValidationRequired',
+  'accountTypeActiveForTransactions',
+  'subTypeActivityEnabled',
+  'customerTerminationAllowed',
+  'isNonResidentIndianAccount',
+  'missedCallAlertServiceActive',
+  'goldLoanPacketNumberWithYearEnabled',
+  'accountMoveToInoperativeEnabled',
+  'generateGlDiffEntryEnabled',
+  'subTypeWiseGlBalanceGenerationEnabled',
+  'validateBeforeDeletingDebitEntryEnabled',
+  'rcFileConceptEnabled',
+  'accountCloseZeroBalanceInOpenDayProcess',
+  'accountCloseZeroBalanceAtSubledgerTranEntry',
+  'limitEnhancementAgainstClearingScreenDisplayEnabled',
+  'advanceInterestParameterInLedgerEnabled',
+  'vehicleDetailInMasterEnabled',
+  'deletedChequeIssueEnabled',
+  'dpReduceInDocumentRenewalDateEnabled',
+  'dpReduceInRenewalDateEnabled',
+  'autoCloseAtDayEndEnabled',
+  'loanRateFromMasterEnabled',
+  'statementPrintEnabled',
+  'againstInterestCalculationEnabled',
+  'dayWiseAgainstClearingInterestRounding',
+  'considerDebitClosingAmountForAgainstClearing',
+  'penaltyInterestCalculationEnabled',
+  'calculateOverdrawnInterestAfterRenewal',
+  'interestOnCreditBalance',
+  'penaltyInterestDateDifferentThanRegularInterest',
+  'useDocumentSubmissionDateForInterest',
+  'loanManagementSystemRenewalPenaltyActive',
+  'limitIncreaseUptoInterestAmountInInterestCalculation',
+  'considerDdPayorderInAgainstClearingInterestCalculation',
+  'applyUndebitedInterestConceptEnabled',
+  'allowAgainstClearingEntry',
+  'allowNoBalanceEntry',
+  'fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest',
+  'allowNoBalanceEntryWithPassword',
+  'undebitedSimpleInterestAccountWise',
+  'dailyInterestCalculationEnabled',
+  'nonPerformingAssetPenalInterestRateUpdate',
+  'fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess',
+  'atyp14SimpleInterestEnabled',
+  'checkMasterDetailEditedPassingPendingEnabled',
+  'creditDebitInterestCalculationSeparateEnabled',
+  'onTimeInterestProvisionEnabled',
+  'checkAgainstClearingEnabled',
+  'gstOnPenaltyEnabled',
+  'calculateDailyLimitEnhancementTodEnabled',
+  'fixedDepositOverdraftMultipleInterestRateEnabled',
+  'foreclosureChargesApplicable',
+  'isMobileAppEnabled',
+  'isAtmEnabled',
+  'atmYearlyChargeEnabled',
+  'emailActiveEnabled',
+  'isImpsEnabled',
+  'isUpiEnabled',
+  'isPosEnabled',
+  'isBbpsEnabled',
+  'isChargeRequiredNeftRtgsCbs',
+  'isChargeRequiredNeftRtgsMobile',
+  'calculateEarlyAccountCloseCharge',
+  'debitBalanceAllow',
+  'allowDebitTransAfterDueDate',
+  'branchLevelAccountType',
+  'chequeBookChargeEnabled',
+  'chequeReturnChargeEnabled',
+  'icChargeDebitEnabled',
+  'cashBundleChargeEnabled',
+  'autoMinimumBalanceCharge',
+  'calculateDailyMinimumBalanceCharges',
+  'minimumBalanceChargeEnabled',
+  'calculateDailyAgainstClearingCharge'
+];
+
+/**
+ * Sub-groups whose products are current-account-linked and therefore carry channel limits.
+ * Kept here rather than only on the Settings step so the preview can apply the same rule.
+ */
+export const CHANNEL_ENABLED_SUB_GROUPS: string[] = [
+  'cc',
+  'overdraft'
+];
+
+/** Sub-groups that are fixed-tenure EMI term loans, the only ones foreclosure applies to. */
+export const TERM_LOAN_SUB_GROUPS: string[] = [
+  'term',
+  'personal',
+  'housing',
+  'vehicle',
+  'education',
+  'business',
+  'gold_emi'
+];
+
+/** Sub-groups issued against pledged gold, which have no cheque book. */
+export const NO_CHEQUE_BOOK_SUB_GROUPS: string[] = [
+  'gold',
+  'gold_emi'
+];
+
+/**
+ * Whether a legacy section applies to a product, given its sub-group.
+ *
+ * The Settings step hides three of these sections outright for some sub-groups -- a Gold Loan has no
+ * cheque book, no channel limits and no foreclosure charges. The preview was still listing them,
+ * because the controls keep their defaults whether or not the section was ever rendered, so a Gold
+ * Loan showed a "Cheque Book Settings" table the officer never saw. Titles are matched against
+ * CUSTOM_FIELD_SECTIONS, so a rename has to happen in one place.
+ *
+ * An unknown or empty sub-group shows everything, matching how the form behaves before a sub-group
+ * is picked.
+ */
+export function isCustomSectionApplicable(sectionTitle: string, productSubGroup: string | null | undefined): boolean {
+  if (!productSubGroup) {
+    return true;
+  }
+  switch (sectionTitle) {
+    case 'Cheque Book Settings':
+      return !NO_CHEQUE_BOOK_SUB_GROUPS.includes(productSubGroup);
+    case 'Channel & Transaction Limits':
+    case 'POS Facility & ATM CSV Settings':
+      return CHANNEL_ENABLED_SUB_GROUPS.includes(productSubGroup);
+    case 'Foreclosure / Early Account Closure':
+      return TERM_LOAN_SUB_GROUPS.includes(productSubGroup);
+    default:
+      return true;
+  }
+}
+
+/** Legacy date fields. Fineract returns a date as [year, month, day], which needs a real Date for the picker. */
+export const CUSTOM_DATE_FIELDS: string[] = [
+  'computerizationDate'
+];
+
+/** Every custom field, in form order. Derived from the sections above -- do not maintain separately. */
+export const CUSTOM_UI_ONLY_FIELDS: string[] = CUSTOM_FIELD_SECTIONS.flatMap((section) => section.fields);
+
+/**
+ * Copies a saved product's legacy field values into one step's form.
+ *
+ * Every step calls this with its own form and the same product: a field belonging to another step
+ * has no control here, so it is skipped. That works because the form control names and the field
+ * names in this file are the same strings -- which is also where the labels and sections above were
+ * read from -- so there is no per-step mapping to keep in step with the forms.
+ *
+ * Written as a loop rather than 220 lines of patchValue because a field added to a step's form later
+ * is picked up here for free, and a typo cannot silently leave one field unpopulated.
+ *
+ * Only real values are applied: a null or absent field is left at whatever default the form set, so
+ * this can run after a step's own patchValue without blanking anything it deliberately defaulted.
+ *
+ * Patched twice, deliberately. Some of these controls drive others through a valueChanges
+ * subscription -- picking a Product Category auto-fills the four credit bureau account types, and
+ * the Details sub-group decides which Settings sections are shown. The first pass lets those
+ * subscriptions run so that dependent state is set up; the second pass repeats the same values with
+ * events suppressed, so a value the officer actually saved wins over whatever an auto-fill just
+ * wrote over it. Without the second pass, reopening a Personal Loan product silently reset its
+ * saved CIBIL account type back to the category default.
+ */
+export function patchCustomFields(form: UntypedFormGroup, product: any): void {
+  if (!form || !product) {
+    return;
+  }
+  const apply = (emitEvent: boolean) => {
+    for (const field of CUSTOM_UI_ONLY_FIELDS) {
+      const control = form.get(field);
+      if (!control) {
+        continue;
+      }
+      const value = product[field];
+      if (value === undefined || value === null) {
+        continue;
+      }
+      control.patchValue(value, { emitEvent });
+    }
+  };
+  apply(true);
+  apply(false);
+}

src/app/products/loan-products/loan-product-stepper/loan-product-accounting-step/loan-product-accounting-step.component.ts

@@ -8,6 +8,7 @@
 
 import { Component, Input, OnChanges, OnInit, SimpleChanges, inject } from '@angular/core';
 import { UntypedFormArray, UntypedFormBuilder, UntypedFormControl, UntypedFormGroup, Validators } from '@angular/forms';
+import { patchCustomFields } from '../../loan-product-custom-fields';
 import { MatDialog } from '@angular/material/dialog';
 
 import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
@@ -241,6 +242,10 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
         this.setOtherGlMappings('incomeOtherGlMappings', glMappings.income || [], this.incomeAccountData);
       }
     }
+
+    // Repopulate the legacy "Account Type Creation" fields saved against this product.
+    // Last, so a value actually stored wins over any default set above.
+    patchCustomFields(this.loanProductAccountingForm, this.loanProductsTemplate);
   }
 
   public createLoanProductAccountingForm() {
@@ -283,9 +288,6 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
       'incomeFromGoodwillCreditInterestAccountId',
       'incomeFromGoodwillCreditFeesAccountId',
       'incomeFromGoodwillCreditPenaltyAccountId',
-      'receivableInterestAccountId',
-      'receivableFeeAccountId',
-      'receivablePenaltyAccountId',
       'intReceivablesGlAccountId',
       'intPayableGlAccountId',
       'glAccountId',
@@ -297,6 +299,24 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
       }
     });
 
+    // Accrual-only receivable fields: their input (mifosx-gl-account-selector) only renders
+    // when isAccrualAccounting() is true, so only require them in that case — otherwise they'd
+    // be unconditionally required with no visible field to fill them, permanently invalidating
+    // the form (accountingRule is hard-locked to Cash in this build).
+    const accrualOnlyFields = [
+      'receivableInterestAccountId',
+      'receivableFeeAccountId',
+      'receivablePenaltyAccountId'
+    ];
+    accrualOnlyFields.forEach((field) => {
+      if (!this.loanProductAccountingForm.contains(field)) {
+        this.loanProductAccountingForm.addControl(
+          field,
+          new UntypedFormControl('', this.isAccrualAccounting() ? Validators.required : null)
+        );
+      }
+    });
+
     // Optional custom GL account fields (legacy screenshot fields not marked mandatory) —
     // no Validators.required, so mat-form-field does not render a required asterisk for these.
     const optionalCommonFields = [
@@ -644,7 +664,7 @@ export class LoanProductAccountingStepComponent implements OnInit, OnChanges {
   }
 
   public isAccrualAccounting(): boolean {
-    const accountingRule = this.loanProductAccountingForm.value.accountingRule;
+    const accountingRule = this.loanProductAccountingForm.get('accountingRule').value;
     return accountingRule === 3 || accountingRule === 4;
   }
 

src/app/products/loan-products/loan-product-stepper/loan-product-charges-step/loan-product-charges-step.component.ts

@@ -8,6 +8,7 @@
 
 import { Component, Input, OnInit, inject } from '@angular/core';
 import { UntypedFormControl, UntypedFormBuilder, UntypedFormGroup, ReactiveFormsModule } from '@angular/forms';
+import { patchCustomFields } from '../../loan-product-custom-fields';
 import { MatDialog } from '@angular/material/dialog';
 
 import { TranslateService } from '@ngx-translate/core';
@@ -135,6 +136,10 @@ export class LoanProductChargesStepComponent implements OnInit {
 
     this.currencyCode.valueChanges.subscribe(() => (this.chargesDataSource = []));
     this.multiDisburseLoan.valueChanges.subscribe(() => (this.chargesDataSource = []));
+
+    // Repopulate the legacy "Account Type Creation" fields saved against this product.
+    // Last, so a value actually stored wins over any default set above.
+    patchCustomFields(this.legacyChargesForm, this.loanProductsTemplate);
   }
 
   addCharge(charge: any) {

src/app/products/loan-products/loan-product-stepper/loan-product-details-step/cbsnexora.code-workspace

@@ -0,0 +1,11 @@
+{
+  "folders": [
+    {
+      "path": "../../../../../.."
+    },
+    {
+      "path": "../../../../../../../cbsnexora-backend"
+    }
+  ],
+  "settings": {}
+}

src/app/products/loan-products/loan-product-stepper/loan-product-details-step/loan-product-details-step.component.ts

@@ -9,6 +9,7 @@
 /** Angular Imports */
 import { Component, OnInit, Input, Output, EventEmitter, inject } from '@angular/core';
 import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
+import { CUSTOM_DATE_FIELDS, patchCustomFields } from '../../loan-product-custom-fields';
 import { Dates } from 'app/core/utils/dates';
 
 /** Custom Services */
@@ -89,6 +90,10 @@ export class LoanProductDetailsStepComponent implements OnInit {
         undebitedInterestAccountId: accountingMappings.undebitedInterestAccount?.id || ''
       });
     }
+
+    // Repopulate the legacy "Account Type Creation" fields saved against this product.
+    // Last, so a value actually stored wins over any default set above.
+    patchCustomFields(this.loanProductDetailsForm, this.loanProductsTemplate);
   }
 
   /** Product Classification data */
@@ -178,9 +183,12 @@ export class LoanProductDetailsStepComponent implements OnInit {
   }
 
   get loanProductDetails() {
-    const loanProductDetailsFormData = this.loanProductDetailsForm.value;
-    const prevStartDate: Date = this.loanProductDetailsForm.value.startDate;
-    const prevCloseDate: Date = this.loanProductDetailsForm.value.closeDate;
+    // getRawValue() rather than value: it returns a fresh object, so the date reformatting below
+    // cannot write back into the form's own cached value, and any control disabled later still
+    // reaches the preview step instead of silently vanishing from it.
+    const loanProductDetailsFormData = this.loanProductDetailsForm.getRawValue();
+    const prevStartDate: Date = loanProductDetailsFormData.startDate;
+    const prevCloseDate: Date = loanProductDetailsFormData.closeDate;
     const dateFormat = this.settingsService.dateFormat;
     if (loanProductDetailsFormData.startDate instanceof Date) {
       loanProductDetailsFormData.startDate = this.dateUtils.formatDate(prevStartDate, dateFormat) || '';
@@ -188,6 +196,17 @@ export class LoanProductDetailsStepComponent implements OnInit {
     if (loanProductDetailsFormData.closeDate instanceof Date) {
       loanProductDetailsFormData.closeDate = this.dateUtils.formatDate(prevCloseDate, dateFormat) || '';
     }
+
+    // The legacy date fields need the same treatment: their control holds a Date, but the API parses
+    // them against the dateFormat sent alongside, and rejects the raw value outright. Driven off
+    // CUSTOM_DATE_FIELDS rather than named here, so a legacy date added later is covered too.
+    for (const field of CUSTOM_DATE_FIELDS) {
+      const value = loanProductDetailsFormData[field];
+      if (value instanceof Date) {
+        loanProductDetailsFormData[field] = this.dateUtils.formatDate(value, dateFormat) || '';
+      }
+    }
+
     return loanProductDetailsFormData;
   }
 }

src/app/products/loan-products/loan-product-stepper/loan-product-settings-step/loan-product-settings-step.component.ts

@@ -15,6 +15,13 @@ import {
   ReactiveFormsModule
 } from '@angular/forms';
 import { LoanProducts } from '../../loan-products';
+import {
+  CHANNEL_ENABLED_SUB_GROUPS,
+  CUSTOM_UI_ONLY_FIELDS,
+  NO_CHEQUE_BOOK_SUB_GROUPS,
+  TERM_LOAN_SUB_GROUPS,
+  patchCustomFields
+} from '../../loan-product-custom-fields';
 import { GlobalConfiguration } from 'app/system/configurations/global-configurations-tab/configuration.model';
 import { CodeName, OptionData, StringEnumOptionData } from 'app/shared/models/option-data.model';
 import { ProcessingStrategyService } from '../../services/processing-strategy.service';
@@ -58,36 +65,22 @@ export class LoanProductSettingsStepComponent implements OnInit {
   @Input() productSubGroup: string;
   @Output() advancePaymentStrategy = new EventEmitter<string>();
 
-  /** Sub-groups (from Details step) that are current-account-linked, channel-heavy products */
-  readonly channelEnabledSubGroups = [
-    'cc',
-    'overdraft'
-  ];
-
-  /** Sub-groups that are fixed-tenure, EMI-based term loans (foreclosure applies to these) */
-  readonly termLoanSubGroups = [
-    'term',
-    'personal',
-    'housing',
-    'vehicle',
-    'education',
-    'business',
-    'gold_emi'
-  ];
+  // The sub-group lists live in loan-product-custom-fields so the preview step can apply the same
+  // rule: it renders these sections from the form's values, and without the shared list it listed
+  // sections this step had hidden.
+  readonly channelEnabledSubGroups = CHANNEL_ENABLED_SUB_GROUPS;
+  readonly termLoanSubGroups = TERM_LOAN_SUB_GROUPS;
 
   get showChannelLimits(): boolean {
-    return !this.productSubGroup || this.channelEnabledSubGroups.includes(this.productSubGroup);
+    return !this.productSubGroup || CHANNEL_ENABLED_SUB_GROUPS.includes(this.productSubGroup);
   }
 
   get showChequeBookSettings(): boolean {
-    return !this.productSubGroup || ![
-        'gold',
-        'gold_emi'
-      ].includes(this.productSubGroup);
+    return !this.productSubGroup || !NO_CHEQUE_BOOK_SUB_GROUPS.includes(this.productSubGroup);
   }
 
   get showForeclosureSettings(): boolean {
-    return !this.productSubGroup || this.termLoanSubGroups.includes(this.productSubGroup);
+    return !this.productSubGroup || TERM_LOAN_SUB_GROUPS.includes(this.productSubGroup);
   }
 
   loanProductSettingsForm: UntypedFormGroup;
@@ -290,6 +283,10 @@ export class LoanProductSettingsStepComponent implements OnInit {
         }
       });
     }
+
+    // Repopulate the legacy "Account Type Creation" fields saved against this product.
+    // Last, so a value actually stored wins over any default set above.
+    patchCustomFields(this.loanProductSettingsForm, this.loanProductsTemplate);
   }
 
   createLoanProductSettingsForm() {
@@ -955,10 +952,20 @@ export class LoanProductSettingsStepComponent implements OnInit {
   }
 
   get loanProductSettings() {
-    const productSettings = this.loanProductSettingsForm.value;
+    const productSettings = { ...this.loanProductSettingsForm.value };
     if (productSettings['delinquencyBucketId'] === '') {
       productSettings['delinquencyBucketId'] = null;
     }
+    // `value` omits disabled controls, which would leave a legacy field blank on the preview step
+    // even though the officer filled it in. Only the custom fields are added back, never the
+    // standard Fineract ones -- those are disabled deliberately and must stay out of the payload.
+    // Carrying the custom ones is free: buildPayload() strips every one of them before submitting.
+    for (const field of CUSTOM_UI_ONLY_FIELDS) {
+      const control = this.loanProductSettingsForm.get(field);
+      if (control?.disabled) {
+        productSettings[field] = control.value;
+      }
+    }
     return productSettings;
   }
 

src/app/products/loan-products/loan-product-stepper/loan-product-terms-step/loan-product-terms-step.component.html

@@ -17,6 +17,69 @@
         matTooltip="{{ 'tooltips.Fields are used to define the minimum, default, and maximum principal' | translate }}"
       ></i>
     </div>
+    <div class="lpt-subsection">
+      <div class="lpt-grid lpt-grid-4">
+        <mat-form-field appearance="outline">
+          <mat-label>{{ 'labels.inputs.Minimum' | translate }}</mat-label>
+          <input type="number" matInput formControlName="minPrincipal" [min]="0" />
+          <mat-error *ngIf="loanProductTermsForm.get('minPrincipal')?.hasError('min')">
+            {{ 'labels.commons.Minimum Value must be' | translate }} <strong>0</strong>
+          </mat-error>
+        </mat-form-field>
+        <mat-form-field appearance="outline">
+          <mat-label>{{ 'labels.inputs.Default' | translate }}</mat-label>
+          <input type="number" matInput formControlName="principal" required [min]="0" />
+          <mat-error *ngIf="loanProductTermsForm.get('principal')?.hasError('required')">
+            {{ 'labels.inputs.Principal' | translate }}
+            <span class="text-danger">{{ 'labels.commons.is required' | translate }}</span>
+          </mat-error>
+          <mat-error *ngIf="loanProductTermsForm.get('principal')?.hasError('min')">
+            {{ 'labels.commons.Minimum Value must be' | translate }} <strong>0</strong>
+          </mat-error>
+        </mat-form-field>
+        <mat-form-field appearance="outline">
+          <mat-label>{{ 'labels.inputs.Maximum' | translate }}</mat-label>
+          <input type="number" matInput formControlName="maxPrincipal" [min]="0" />
+          <mat-error *ngIf="loanProductTermsForm.get('maxPrincipal')?.hasError('min')">
+            {{ 'labels.commons.Minimum Value must be' | translate }} <strong>0</strong>
+          </mat-error>
+        </mat-form-field>
+      </div>
+    </div>
+
+    <div class="lpt-subsection">
+      <h4 class="lpt-subsection-title">
+        {{ 'labels.inputs.Number of Repayments' | translate }}
+      </h4>
+      <div class="lpt-grid lpt-grid-4">
+        <mat-form-field appearance="outline">
+          <mat-label>{{ 'labels.inputs.Minimum' | translate }}</mat-label>
+          <input type="number" matInput formControlName="minNumberOfRepayments" [min]="1" />
+          <mat-error *ngIf="loanProductTermsForm.get('minNumberOfRepayments')?.hasError('min')">
+            {{ 'labels.commons.Minimum Value must be' | translate }} <strong>1</strong>
+          </mat-error>
+        </mat-form-field>
+        <mat-form-field appearance="outline">
+          <mat-label>{{ 'labels.inputs.Default' | translate }}</mat-label>
+          <input type="number" matInput formControlName="numberOfRepayments" required [min]="1" />
+          <mat-error *ngIf="loanProductTermsForm.get('numberOfRepayments')?.hasError('required')">
+            {{ 'labels.inputs.Number of Repayments' | translate }}
+            <span class="text-danger">{{ 'labels.commons.is required' | translate }}</span>
+          </mat-error>
+          <mat-error *ngIf="loanProductTermsForm.get('numberOfRepayments')?.hasError('min')">
+            {{ 'labels.commons.Minimum Value must be' | translate }} <strong>1</strong>
+          </mat-error>
+        </mat-form-field>
+        <mat-form-field appearance="outline">
+          <mat-label>{{ 'labels.inputs.Maximum' | translate }}</mat-label>
+          <input type="number" matInput formControlName="maxNumberOfRepayments" [min]="1" />
+          <mat-error *ngIf="loanProductTermsForm.get('maxNumberOfRepayments')?.hasError('min')">
+            {{ 'labels.commons.Minimum Value must be' | translate }} <strong>1</strong>
+          </mat-error>
+        </mat-form-field>
+      </div>
+    </div>
+
     <div class="lpt-grid">
       <div class="lpt-checkbox-row lpt-full-width">
         <mat-checkbox labelPosition="before" formControlName="allowApprovedDisbursedAmountsOverApplied">

src/app/products/loan-products/loan-product-stepper/loan-product-terms-step/loan-product-terms-step.component.ts

@@ -17,6 +17,7 @@ import {
   FormControl,
   ReactiveFormsModule
 } from '@angular/forms';
+import { patchCustomFields } from '../../loan-product-custom-fields';
 import { ProcessingStrategyService } from '../../services/processing-strategy.service';
 import { TranslateService } from '@ngx-translate/core';
 import { MatTooltip } from '@angular/material/tooltip';
@@ -91,6 +92,12 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
     ];
 
     this.loanProductTermsForm.patchValue({
+      minPrincipal: this.loanProductsTemplate.minPrincipal,
+      principal: this.loanProductsTemplate.principal,
+      maxPrincipal: this.loanProductsTemplate.maxPrincipal,
+      minNumberOfRepayments: this.loanProductsTemplate.minNumberOfRepayments,
+      numberOfRepayments: this.loanProductsTemplate.numberOfRepayments,
+      maxNumberOfRepayments: this.loanProductsTemplate.maxNumberOfRepayments,
       isLinkedToFloatingInterestRates: this.loanProductsTemplate.isLinkedToFloatingInterestRates,
       minInterestRatePerPeriod: this.loanProductsTemplate.minInterestRatePerPeriod,
       interestRatePerPeriod: this.loanProductsTemplate.interestRatePerPeriod,
@@ -120,6 +127,11 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
       });
     }
 
+    // Repopulate the legacy "Account Type Creation" fields saved against this product.
+    // Last, so a value actually stored wins over any default set above.
+    patchCustomFields(this.loanProductTermsForm, this.loanProductsTemplate);
+    this.patchInterestRateDetail();
+
     this.zeroInterest.patchValue(
       this.loanProductsTemplate.minInterestRatePerPeriod === 0 &&
         this.loanProductsTemplate.interestRatePerPeriod === 0 &&
@@ -160,6 +172,36 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
     );
 
     this.loanProductTermsForm = this.formBuilder.group({
+      minPrincipal: [
+        '',
+        [Validators.min(0)]
+      ],
+      principal: [
+        '',
+        [
+          Validators.required,
+          Validators.min(0)
+        ]
+      ],
+      maxPrincipal: [
+        '',
+        [Validators.min(0)]
+      ],
+      minNumberOfRepayments: [
+        '',
+        [Validators.min(1)]
+      ],
+      numberOfRepayments: [
+        '',
+        [
+          Validators.required,
+          Validators.min(1)
+        ]
+      ],
+      maxNumberOfRepayments: [
+        '',
+        [Validators.min(1)]
+      ],
       isLinkedToFloatingInterestRates: [false],
       allowApprovedDisbursedAmountsOverApplied: [false],
       overAppliedCalculationType: [{ value: null, disabled: true }],
@@ -313,6 +355,32 @@ export class LoanProductTermsStepComponent implements OnInit, OnChanges {
     return this.interestRateDetailArray.controls as FormGroup[];
   }
 
+  /**
+   * Fills the legacy Interest Rate Detail grid from a saved product. Rows are matched on
+   * `interestType` rather than by position, so a payload that comes back in a different order cannot
+   * put one interest type's rates onto another. A type with no saved row is left at its defaults.
+   */
+  private patchInterestRateDetail(): void {
+    const saved: any[] = this.loanProductsTemplate?.interestRateDetail;
+    if (!Array.isArray(saved) || saved.length === 0) {
+      return;
+    }
+    this.interestRateDetailTypes.forEach((interestType, index) => {
+      const row = saved.find((r) => r?.interestType === interestType);
+      if (!row) {
+        return;
+      }
+      this.interestRateDetailArray.at(index).patchValue({
+        calculation: row.calculation ?? false,
+        normalMinRate: row.normalMinRate,
+        normalMaxRate: row.normalMaxRate,
+        specialMinRate: row.specialMinRate,
+        specialMaxRate: row.specialMaxRate,
+        period: row.period ?? ''
+      });
+    });
+  }
+
   get loanProductTerms() {
     const formValue = this.loanProductTermsForm.getRawValue();
     // Normalize decimal separators: convert comma to dot for backend compatibility

src/app/products/loan-products/loan-products.ts

@@ -9,245 +9,9 @@
 import { Injectable, inject } from '@angular/core';
 import { SettingsService } from 'app/settings/settings.service';
 
-// Custom, UI-only fields grafted onto the loan product form to mirror the legacy
-// "Account Type Creation" screen. Fineract's LoanProductDataValidator rejects any
-// unrecognised parameter, so these are stripped from the payload until a backend
-// mechanism (e.g. a linked Data Table) exists to persist them.
-const CUSTOM_UI_ONLY_FIELDS: string[] = [
-  // Details step — classification & legacy header fields
-  'productTypeGroup',
-  'productTypeSubGroup',
-  'debitIntCalculation',
-  'separatePenalInterest',
-  'creditIntCalculation',
-  'subAccountTypeBalance',
-  'finalIntRounding',
-  'roundingUpTo',
-  'accountTypeCode',
-  'micrTransactionCode',
-  'reservedEcsSerialNumber',
-  'reverseEcsNumber',
-  'lockChequeInfoEnabled',
-  'lockPageTwoInfoEnabled',
-  'computerizationDate',
-  'chequePrintDescription',
-  'posAccountTypeDescription',
-  'pfmsAccountType',
-  'renewalDateAddMonths',
-  'documentRenewalDateAddMonths',
-  'ppsLimit',
-  'isWriteOffAccountType',
-  'writeOffAccountTypeCode',
-  'renewalGraceDays',
-  // Settings step — Cheque Book Settings
-  'chequeBookIssueEnabled',
-  'chequeValidationRequired',
-  'isFirstChequeBookFree',
-  'chequePrintingAccountType',
-  'allowWithdrawalSlipUsage',
-  'maintainChequeBookStockRegistry',
-  'freeChequeBooksPerYear',
-  'allowCreditByChequeNumber',
-  'creditChequeValidationRequired',
-  'graceDaysForStockStatement',
-  // Settings step — Additional Product Settings
-  'accountTypeActiveForTransactions',
-  'subTypeActivityEnabled',
-  'accountOpeningCharges',
-  'maximumGoldLoanLimit',
-  'lastAccountNumberOpened',
-  'customerTerminationAllowed',
-  'chargesForCashCreditAboveLimit',
-  'deathInterestGLAccount',
-  'startingLedgerNumber',
-  'endingLedgerNumber',
-  'currentLedgerNumber',
-  'remittanceAccountNumber',
-  'isNonResidentIndianAccount',
-  'debitClearingGLAccount',
-  'missedCallAlertServiceActive',
-  'standingInstructionChargeGLAccount',
-  'standingInstructionDebitChargeSkipOption',
-  'openingBalanceMultiplierForRemittanceCharges',
-  'goldLoanPacketNumberWithYearEnabled',
-  'accountMoveToInoperativeEnabled',
-  'generateGlDiffEntryEnabled',
-  'subTypeWiseGlBalanceGenerationEnabled',
-  'validateBeforeDeletingDebitEntryEnabled',
-  'rcFileConceptEnabled',
-  'accountCloseZeroBalanceInOpenDayProcess',
-  'accountCloseZeroBalanceAtSubledgerTranEntry',
-  'limitEnhancementAgainstClearingScreenDisplayEnabled',
-  'advanceInterestParameterInLedgerEnabled',
-  'vehicleDetailInMasterEnabled',
-  'deletedChequeIssueEnabled',
-  'dpReduceInDocumentRenewalDateEnabled',
-  'dpReduceInRenewalDateEnabled',
-  'autoCloseAtDayEndEnabled',
-  'loanRateFromMasterEnabled',
-  'chequeShortName',
-  'statementPrintEnabled',
-  'neslCode',
-  // Settings step — Interest Related Parameters
-  'drawingPowerAndLimitGenerationProcedure',
-  'advancesInterestCalculationMethod',
-  'againstInterestCalculationEnabled',
-  'dayWiseAgainstClearingInterestRounding',
-  'interestCalculationOneFourthMethod',
-  'againstClearingInterestProcedureType',
-  'considerDebitClosingAmountForAgainstClearing',
-  'interestRoundingMethod',
-  'penaltyInterestCalculationEnabled',
-  'penaltyInterestCalculationMethod',
-  'penaltyInterestProcedureNumber',
-  'overdrawnInterestCalculationMethod',
-  'calculateOverdrawnInterestAfterRenewal',
-  'interestOnCreditBalance',
-  'penaltyInterestDateDifferentThanRegularInterest',
-  'fixedDepositOverdraftCertificateSortOrder',
-  'useDocumentSubmissionDateForInterest',
-  'loanManagementSystemRenewalPenaltyActive',
-  'minimumNormalInterestAmount',
-  'minimumInterestCalculationMethod',
-  'minimumAgainstClearingInterestAmount',
-  'limitIncreaseUptoInterestAmountInInterestCalculation',
-  'minimumPenaltyInterestAmount',
-  'daysForLimitIncreaseUptoInterestAmount',
-  'additionalInterestRateForFixedDepositOverdraft',
-  'considerDdPayorderInAgainstClearingInterestCalculation',
-  'graceDaysAfterRenewDate',
-  'applyUndebitedInterestConceptEnabled',
-  'interestRegisterPrintFormatType',
-  'normalGraceDaysAfterOverdue',
-  'allowAgainstClearingEntry',
-  'allowNoBalanceEntry',
-  'fixedDepositOverdraftPenaltyInterestCombinedWithNormalInterest',
-  'allowNoBalanceEntryWithPassword',
-  'undebitedSimpleInterestAccountWise',
-  'dailyInterestCalculationEnabled',
-  'dailyInterestCalculationStartDate',
-  'nonPerformingAssetPenalInterestRateUpdate',
-  'nonPerformingAssetPenalInterestRate',
-  'fixedDepositOverdraftPenalInterestRateUpdateInBranchProcess',
-  'addPenalInterestRate',
-  'atyp14SimpleInterestEnabled',
-  'fixedDepositOverdraftMarginType',
-  'checkMasterDetailEditedPassingPendingEnabled',
-  'creditDebitInterestCalculationSeparateEnabled',
-  'onTimeInterestProvisionEnabled',
-  'checkAgainstClearingEnabled',
-  'gstOnPenaltyEnabled',
-  'penaltyInterestGraceDays',
-  'overdrawnInterestRate',
-  'calculateDailyLimitEnhancementTodEnabled',
-  'fixedDepositOverdraftMultipleInterestRateEnabled',
-  'graceDaysAfterOverdueForMoratorium',
-  // Settings step — Credit Bureau Settings (CIBIL)
-  'cibilAccountType',
-  'cibilCommercialAccountType',
-  'highmarkAccountType',
-  'highmarkCommercialAccountType',
-  'experianAccountType',
-  'experianCommercialAccountType',
-  'equifaxAccountType',
-  'equifaxCommercialAccountType',
-  // Settings step — RBI Compliance & Product Category
-  'loanProductCategory',
-  'penalChargeMethod',
-  'isFloatingRate',
-  'foreclosureChargesApplicable',
-  'keyFactStatementEnabled',
-  'annualPercentageRateCalculationEnabled',
-  // Settings step — Channel & Transaction Limits
-  'isMobileAppEnabled',
-  'isAtmEnabled',
-  'atmYearlyChargeEnabled',
-  'atmMinimumBalance',
-  'emailActiveEnabled',
-  'isImpsEnabled',
-  'isUpiEnabled',
-  'isPosEnabled',
-  'isBbpsEnabled',
-  'interBankLimitPerDay',
-  'interBankLimitPerTransaction',
-  'neftRtgsLimitPerDay',
-  'neftRtgsLimitPerTransaction',
-  'neftCutoffLimit',
-  'rtgsCutoffLimit',
-  'neftRtgsMinimumBalance',
-  'isChargeRequiredNeftRtgsCbs',
-  'isChargeRequiredNeftRtgsMobile',
-  'impsLimitPerDay',
-  'impsLimitPerTransaction',
-  'impsLimitPerMonth',
-  'impsMinLimit',
-  'impsMonthlyTransactionCount',
-  // Settings step — POS Facility & ATM CSV Settings
-  'maxPerTransactionLimitAtm',
-  'maxDayTransactionLimitAtm',
-  'maxPerTransactionLimitPos',
-  'maxDayTransactionLimitPos',
-  'maxPerTransactionLimitEcom',
-  'maxDayTransactionLimitEcom',
-  'maxPerTransactionLimitUpi',
-  'maxDayTransactionLimitUpi',
-  'atmCsvProductCode',
-  'atmCsvTypeCode',
-  // Settings step — Auto Interest Post Parameters
-  'autoInterestPostType',
-  'autoInterestPostWhen',
-  'autoInterestPostFixDay',
-  'autoLastInterestDate',
-  // Settings step — Foreclosure / Early Account Closure
-  'calculateEarlyAccountCloseCharge',
-  'earlyAccountCloseCharge',
-  'earlyAccountClosePeriodInMonths',
-  // Terms step
-  'debitBalanceAllow',
-  'allowDebitTransAfterDueDate',
-  'branchLevelAccountType',
-  'interestRateDetail',
-  // Charges step — legacy cheque / standing instruction / minimum balance charges
-  'chequeBookChargeEnabled',
-  'chequeReturnChargeEnabled',
-  'icChargeDebitEnabled',
-  'cashBundleChargeEnabled',
-  'cashBundleChargeWithPanLimit',
-  'perChequeEntryCharge',
-  'perChequeEntryServiceCharge',
-  'perInwardChequeEntryCharge',
-  'perOutwardChequeEntryCharge',
-  'creditorStandingInstructionFailCharge',
-  'debtorStandingInstructionFailCharge',
-  'minimumBalanceCheckingType',
-  'autoMinimumBalanceCharge',
-  'calculateDailyMinimumBalanceCharges',
-  'minimumBalanceChargeEnabled',
-  'minimumBalanceChargeAmount',
-  'minimumBalanceChargeForChequeIssue',
-  'minimumBalanceChargeMethod',
-  'monthsAfterMinBalanceChargeCalculate',
-  'forChequeIssue',
-  'forChequeIssueAvg',
-  'forWithdrawalSlip',
-  'forWithdrawalSlipAvg',
-  'calculateDailyAgainstClearingCharge',
-  // Accounting step — custom GL account mappings
-  'intReceivablesGlAccountId',
-  'intPayableGlAccountId',
-  'deafIntPayableGlAccountId',
-  'intOverdueReserveAccountId',
-  'undebitedInterestAccountId',
-  'penalIntCrGlAccountId',
-  'rdMaturedGlAccountId',
-  'glAccountId',
-  'icChargeGlAccountId',
-  'inoperativeGlAccountId',
-  'creditBalanceLiabilityGlAccountId',
-  'creditBalanceAssetGlAccountId',
-  'overdueAccountsGlAccountId',
-  'rebateGlAccountId'
-];
+import { CUSTOM_DATE_FIELDS, CUSTOM_YES_NO_STRING_FIELDS } from './loan-product-custom-fields';
+
+export { CUSTOM_UI_ONLY_FIELDS } from './loan-product-custom-fields';
 
 @Injectable({
   providedIn: 'root'
@@ -275,6 +39,42 @@ export class LoanProducts {
     return loanProductTemplate;
   }
 
+  /**
+   * The backend returns the legacy "Account Type Creation" fields nested under `cbsExtensions`, while
+   * every step form reads and writes them as flat properties on the product. Lifting them here keeps
+   * that difference in one place rather than teaching each step about the nesting.
+   *
+   * Two shapes also have to be converted back to what the form controls expect:
+   *
+   * - the yes/no dropdowns hold the strings 'YES'/'NO', but the column is BOOLEAN, so the API returns
+   *   true/false -- patched as-is the control matches no option and shows blank;
+   * - a date arrives as Fineract's [year, month, day] array rather than a Date.
+   *
+   * Mutates and returns the product so it can be dropped into an existing resolver chain.
+   */
+  public flattenCbsExtensions(loanProduct: any): any {
+    if (!loanProduct?.cbsExtensions) {
+      return loanProduct;
+    }
+    Object.assign(loanProduct, loanProduct.cbsExtensions);
+
+    for (const field of CUSTOM_YES_NO_STRING_FIELDS) {
+      const value = loanProduct[field];
+      if (typeof value === 'boolean') {
+        loanProduct[field] = value ? 'YES' : 'NO';
+      }
+    }
+
+    for (const field of CUSTOM_DATE_FIELDS) {
+      const value = loanProduct[field];
+      if (Array.isArray(value) && value.length >= 3) {
+        loanProduct[field] = new Date(value[0], value[1] - 1, value[2]);
+      }
+    }
+
+    return loanProduct;
+  }
+
   public buildPayload(loanProductData: any, itemsByDefault: any) {
     const dateFormat: string = this.settingsService.dateFormat;
     const locale: string = this.settingsService.language.code;
@@ -289,8 +89,11 @@ export class LoanProducts {
     delete loanProduct.allowAttributeConfiguration;
     delete loanProduct.advancedAccountingRules;
 
-    // Remove custom, UI-only fields not yet recognised by the Fineract backend
-    CUSTOM_UI_ONLY_FIELDS.forEach((field) => delete loanProduct[field]);
+    // The legacy "Account Type Creation" fields used to be stripped here, because Fineract's loan
+    // product validator rejected any parameter it did not recognise. They are now persisted by
+    // LoanProductCbsExtService in a satellite table keyed on the product, so they are sent as-is:
+    //
+    // CUSTOM_UI_ONLY_FIELDS.forEach((field) => delete loanProduct[field]);
 
     // In Fineract, the POST and PUT endpoints for /v1/loanproducts have a typo in the field
     // allowPartialPeriodInterestCalculation. Until that is fixed, we need to replace the field name in the payload.

src/assets/translations/en-US.json

@@ -1469,7 +1469,9 @@
       "General Information": "General Information",
       "Recurrence Settings": "Recurrence Settings",
       "To Account": "To Account",
-      "Transfer Settings": "Transfer Settings"
+      "Transfer Settings": "Transfer Settings",
+      "Additional Settings (Legacy Account Type)": "Additional Settings (Legacy Account Type)",
+      "Interest Rate Detail": "Interest Rate Detail"
     },
     "inputs": {
       "# Remittance": "# Remittance",
@@ -3085,7 +3087,8 @@
       "to": "to",
       "valid": "valid",
       "Valid From": "Valid From",
-      "Valid Till": "Valid Till"
+      "Valid Till": "Valid Till",
+      "Field": "Field"
     },
     "links": {
       "Community": "Community",