Files
cbsnexora/src/app/loans/loans-account-stepper/loans-account-details-step/loans-account-details-step.component.ts
T
sonaliandClaude Sonnet 5 606d14b995 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>
2026-10-12 15:53:43 +05:30

285 lines
10 KiB
TypeScript

/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, Input, Output, EventEmitter, OnDestroy, inject } from '@angular/core';
import {
UntypedFormGroup,
UntypedFormBuilder,
Validators,
UntypedFormControl,
ReactiveFormsModule
} from '@angular/forms';
import { ActivatedRoute, RouterLink } from '@angular/router';
import { SettingsService } from 'app/settings/settings.service';
import { TranslateService } from '@ngx-translate/core';
/** Custom Services */
import { LoansService } from '../../loans.service';
import { Commons } from 'app/core/utils/commons';
import { takeUntil } from 'rxjs/operators';
import { ReplaySubject, Subject } from 'rxjs';
import { MatTooltip } from '@angular/material/tooltip';
import { NgxMatSelectSearchModule } from 'ngx-mat-select-search';
import { AsyncPipe } from '@angular/common';
import { MatDivider } from '@angular/material/divider';
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
*/
@Component({
selector: 'mifosx-loans-account-details-step',
templateUrl: './loans-account-details-step.component.html',
styleUrls: ['./loans-account-details-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatTooltip,
NgxMatSelectSearchModule,
MatDivider,
MatCheckbox,
MatStepperPrevious,
FaIconComponent,
MatStepperNext,
AsyncPipe,
LoanProductTemplateCardComponent
]
})
export class LoansAccountDetailsStepComponent implements OnInit, OnDestroy {
private formBuilder = inject(UntypedFormBuilder);
private loansService = inject(LoansService);
private route = inject(ActivatedRoute);
private translateService = inject(TranslateService);
private settingsService = inject(SettingsService);
private commons = inject(Commons);
private catalog = inject(LoanProductCatalogService);
//** Defining PlaceHolders for the search bar */
placeHolderLabel = '';
noEntriesFoundLabel = '';
/** Loans Account Template */
@Input() loansAccountTemplate: any;
/** Minimum date allowed. */
minDate = new Date(2000, 0, 1);
/** Maximum date allowed. */
maxDate = new Date(2100, 0, 1);
/** Product Data */
productList: any;
/** Loan Officer Data */
loanOfficerOptions: any;
/** Loan Purpose Options */
loanPurposeOptions: any;
/** Fund Options */
fundOptions: any;
/** Account Linking Options */
accountLinkingOptions: any;
/** For edit loan accounts form */
isFieldOfficerPatched = false;
/** Loans Account Details Form */
loansAccountDetailsForm: UntypedFormGroup;
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);
/** control for the filter select */
protected filterFormCtrl: UntypedFormControl = new UntypedFormControl('');
/** Subject that emits when the component has been destroyed. */
protected _onDestroy = new Subject<void>();
/** Loans Account Template with product data */
@Output() loansAccountProductTemplate = new EventEmitter();
/**
* Sets loans account details form.
* @param {FormBuilder} formBuilder Form Builder.
* @param {LoansService} loansService Loans Service.
* @param {SettingsService} settingsService SettingsService
*/
constructor() {
this.loanId = this.route.snapshot.params['loanId'];
this.createLoansAccountDetailsForm();
}
ngOnInit() {
this.placeHolderLabel = this.translateService.instant('labels.text.Search');
this.noEntriesFoundLabel = this.translateService.instant('labels.text.No data found');
this.maxDate = this.settingsService.maxFutureDate;
this.buildDependencies();
if (this.loansAccountTemplate) {
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,
submittedOnDate:
this.loansAccountTemplate.timeline.submittedOnDate &&
new Date(this.loansAccountTemplate.timeline.submittedOnDate),
loanOfficerId: this.loansAccountTemplate.loanOfficerId,
loanPurposeId: this.loansAccountTemplate.loanPurposeId,
fundId: this.loansAccountTemplate.fundId,
expectedDisbursementDate:
this.loansAccountTemplate.timeline.expectedDisbursementDate &&
new Date(this.loansAccountTemplate.timeline.expectedDisbursementDate),
externalId: this.loansAccountTemplate.externalId
});
}
}
this.filterFormCtrl.valueChanges.pipe(takeUntil(this._onDestroy)).subscribe(() => {
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 {
this._onDestroy.next();
this._onDestroy.complete();
}
searchItem(): void {
if (this.productList) {
const search: string = this.filterFormCtrl.value.toLowerCase();
if (!search) {
this.productData.next(this.productList.slice());
} else {
this.productData.next(
this.productList.filter((option: any) => {
return option['name'].toLowerCase().indexOf(search) >= 0;
})
);
}
}
}
/**
* Creates loans account details form.
*/
createLoansAccountDetailsForm() {
this.loansAccountDetailsForm = this.formBuilder.group({
productId: [
'',
Validators.required
],
loanOfficerId: [''],
loanPurposeId: [''],
fundId: [''],
submittedOnDate: [
this.settingsService.businessDate,
Validators.required
],
expectedDisbursementDate: [
'',
Validators.required
],
externalId: [''],
linkAccountId: [''],
createStandingInstructionAtDisbursement: ['']
});
}
/**
* Fetches loans account product template on productId value changes
*/
buildDependencies() {
const entityId = this.loansAccountTemplate.clientId
? this.loansAccountTemplate.clientId
: this.loansAccountTemplate.group.id;
const isGroup = this.loansAccountTemplate.clientId ? false : true;
this.loansAccountDetailsForm.get('productId').valueChanges.subscribe((productId: string) => {
this.loansService.getLoansAccountTemplateResource(entityId, isGroup, productId).subscribe((response: any) => {
this.loansAccountProductTemplate.emit(response);
this.loanOfficerOptions = response.loanOfficerOptions;
this.loanPurposeOptions = response.loanPurposeOptions;
this.fundOptions = response.fundOptions;
this.accountLinkingOptions = response.accountLinkingOptions;
this.loanProductSelected = true;
if (response.createStandingInstructionAtDisbursement) {
this.loansAccountDetailsForm
.get('createStandingInstructionAtDisbursement')
.patchValue(response.createStandingInstructionAtDisbursement);
}
});
});
}
/**
* Returns loans account details form value.
*/
get loansAccountDetails() {
return this.loansAccountDetailsForm.getRawValue();
}
}