AMAN MITTAL created FINERACT-2681:
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Summary: [FINERACT-BACKOFFICE-UI] [FRONTEND] Loan module —
implement Cumulative/Progressive schedules, payment/credit allocation editor,
lifecycle actions, and transaction detail dialog
Key: FINERACT-2681
URL: https://issues.apache.org/jira/browse/FINERACT-2681
Project: Apache Fineract
Issue Type: Improvement
Components: fineract-backoffice
Reporter: AMAN MITTAL
Note: Repo is *fineract-backoffice-ui*
The backoffice UI currently lacks comprehensive loan servicing features
required for advanced loan management. This work implements multiple
loan-module enhancements in the UI to match updated product expectations and
improve loan servicing workflows. The PR to implement these changes is:
[https://github.com/apache/fineract-backoffice-ui/pull/93]
* Scope
** Add two loan schedule calculation types: Cumulative and Progressive.
** Implement a Payment & Credit Allocation Editor component to adjust
allocation of payments and credits across charge/fees/principal/interest.
** Add loan lifecycle actions to the UI (examples: Undo Disbursal, Write Off;
ensure actions are available where applicable).
** Create a Loan Transaction Detail dialog with tabs: Details, Notes,
Documents, Collaterals.
** Replace native confirm() dialogs with standard Material confirm dialogs
across these flows.
** Provide end-to-end tests covering loan lifecycle actions, servicing flows,
schedule types, and account actions.
* Functional requirements (must)
## Schedule types
*** Provide UI option(s) to select between Cumulative and Progressive schedule
types when creating or reconfiguring loan schedules.
*** Ensure schedule previews and calculated installments reflect the selected
schedule type consistently in the UI.
## Payment & Credit Allocation Editor
*** Provide a reusable component that shows current allocation (principal,
interest, fees, penalties) and allows adjustments before applying payments or
credits.
*** Persist adjustments only after user confirmation.
*** Validate allocations against allowable business rules (e.g., totals must
equal payment amount).
## Loan lifecycle actions
*** Expose lifecycle actions (Undo Disbursal, Write Off, and any other actions
implemented) in the loan actions menu when the loan state permits.
*** Ask for confirmation using the Material confirm dialog, showing the
action, reason (if required), and consequences.
*** Trigger the corresponding back-end API endpoints; show success/failure UI
to the user and refresh loan details after completion.
## Transaction detail dialog
*** Clicking a loan transaction opens a dialog showing transaction details.
*** Dialog includes tabs for: Transaction Details, Notes, Documents,
Collaterals.
*** Notes tab allows viewing and adding notes; Documents tab lists and
supports viewing attachments; Collaterals tab shows collateral forms/data if
applicable.
## Confirm dialogs
*** Replace any native window.confirm calls in the modified flows with the
Material confirm dialog component used elsewhere in the app, maintaining
consistent styling and behavior.
## Tests
*** Add E2E tests that cover typical loan lifecycle flows: disbursal, undo
disbursal, write off, payment allocation adjustments, switching schedule types,
and verifying the transaction dialog tabs.
* Non-functional requirements (should)
** UI/UX follows existing backoffice styling and accessibility patterns.
** All new components are responsive and localized (i18n).
** No blocking of existing loan workflows for users who do not opt into the
new schedule types.
** Performance: schedule preview calculations must complete within a
reasonable time (no UI freeze).
* Acceptance criteria
## When creating/modifying a loan, the user can choose Cumulative or
Progressive schedule types; the schedule preview and calculated installments
reflect the chosen type.
## The Payment & Credit Allocation Editor opens where appropriate, allows
valid adjustments, validates totals, and application of allocation triggers the
expected API call and updates the loan account UI.
## Lifecycle actions appear only when appropriate for the loan state; choosing
an action opens a Material confirm dialog; confirming calls the API and the UI
shows success or failure and refreshes state.
## Clicking a transaction opens the transaction dialog with functional
Details, Notes, Documents, and Collaterals tabs; adding a note or viewing a
document works without JavaScript console errors.
## All replaced native confirm calls are removed from the modified flows and
replaced with Material confirm dialogs.
## End-to-end tests added in the PR run successfully in CI (or locally) and
cover the flows described above.
## No regressions in existing loan UI flows (smoke-tested).
* Testing notes
** Manual test steps:
### Create a loan and choose Progressive schedule; confirm schedule preview
and expected repayment amounts.
### Create another loan using Cumulative schedule; compare differences and
verify calculation correctness.
### Make a payment and use the Allocation Editor to reallocate amounts;
confirm totals validate correctly and payment applies as expected.
### Trigger lifecycle actions (e.g., Write Off) on a loan in appropriate
state; confirm prompt and post-action UI state.
### Open transaction detail dialog and verify each tab (Notes: add a note;
Documents: view an attached file; Collaterals: view/edit collateral
information).
** Automated tests:
*** Confirm E2E tests added in PR run and pass in CI. If tests are flaky,
create follow-up tickets to stabilize them.
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