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- 2 possible places to reach this step from: the above first step, or directly from a client's or group's details page "Open new account: Loan"
- Text at the top remains the same changes to the following (keep same fonts) - sometimes I see it says Continue, sometimes it says Preview - it should say Continue.
Create Loan Account - Enter Loan Account Information
Select a Loan instance. Then click Continue. Click Cancel to return to Clients & Accounts without submitting information.
*Fields marked with an asterisk are required. - Account Owner: text remains the same?
- Loan instance name: -> rename to Loan product name? Keep red asterisk.
- If user clicks Cancel, user is returned to Clients & Accounts page
- Continue and Cancel buttons remain the same
- If user clicks Continue with selecting a loan product, error message appears - Please select a Loan instance name. -> rename to Please select a Loan product?
- Loan products that are populated
- Only active loan products are available. State is determined by status of loan product only. (Start and End dates of loan products will be removed).
- If this account is for a client, only loan products applicable to clients are available. Same for groups
- Currently, if LSIM is not on, loan products with variable loan installments is not allowed. If we keep LSIM for now, this constraint remains
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- Same fields remain, and default to amounts set in Loan product defaults for the ones that have values from loan products
- Source of Funds and Purpose of Loan can be made mandatory by the MFI in "Hidden/Mandatory fields" - ensure that this remains the same
- All mandatory fields still have red asterisk, and error messages appear if they are not filled in
- For all fields - display no error messages about string conversion errors
- There are error messages if mandatory fields are not filled in, or they are not within the range specified by loan product, or the wrong character is entered (like letters where we expect numbers). The same error message (to specify a valid xxx) should be displayed for all types of errors
- Amount field
- Currently 2 error messages appear if it is not filled in.
- Please specify valid Amount. Amount should be a value between 100 and 10,000, inclusive.
- The Amount is invalid because string conversion error
- Only the first one is needed. The values in the string are from the loan product
- If you enter in a non-number then the first error message should still be displayed
- If you enter in a value with more than the digits after decimal allowed, current error message displays
- The Amount is invalid because the number of digits after the decimal separator exceeds the allowed number 1.
- Currently 2 error messages appear if it is not filled in.
- Rename to Interest Rate
- Same as Amount field, only display the following error message - Please specify valid Interest rate. Interest rate should be a value between 24 and 30, inclusive.
- Don't see validation for Digits after Decimal right now? Not sure if we have it
- No. of Installments field - rename to Number of Installments
- Currently the user is not allowed to enter in anything other than a number for this field. <- look at Validation guidelines
- Display current error message if No. of Installments is not within range - Please specify valid No. of installments. No. of installments should be a value between 2 and 24, inclusive.
- Disbursal Date is defaulted to the next available disbursal date** Logic for Disbursal Date - is this in the backend?** If disbursal date is not filled in, display same error message - Please specify a valid disbursal date.
- Repayment day box remains the same - same frequency is available, while the other is grayed out - GK wants to be able to change this
- If the Recur every <blank> field is not filled in, display same error message - Please specify a repayment day.
- Grace period for repayments - field remains the same, and grayed out, defaulted to what was set in the loan product
- Rename Source of fund to Source of Funds (Mifos-2668).
- If this is not selected and is mandatory, change error message to Please specify Source of Funds.
- Purpose of loan - rename to Loan Purpose
- If this is not selected and is mandatory, change error message to Please specify Loan Purpose.
- Collateral Type, Collateral Notes, and External ID boxes stay the same - just change capitalization
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