Page Comparison

...

• After loan product is selected, the same details should appear except "Principal due on last installment: No".  This needs to be removed (functionality has been removed)
• If a loan product is selected where there are Question Groups to answer, then the workflow should have extra Question Group step inserted into the workflow

Account Details

• Capitalize Details
• 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.  Change error message to Please specify valid loan amount. Amount allowed is between 100 and 10,000. 
  • If you enter in a value with more than the digits after decimal allowed, change error message to
    • Loan amount is invalid because number of digits after the decimal entered is greater than 1.
• Interest rate
  • Same as Amount field, only display the following error message - Please specify valid interest rate. Interest rate allowed is between 24 and 30.
  • Change current error message for digits after decimal to - Interest rate is invalid because number of digits after the decimal entered is greater than 5.
• 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, move this validation to server-side.
  • Display changed error message if No. of Installments is not within range - Please specify valid number of installments. Allowed number of installments is between 2 and 24.
• Disbursal Date is defaulted to the next available disbursal date** Logic for Disbursal Date - is this in the backend?  Keep all logic the same for determining valid disbursal date (next meeting, holidays)
  • If disbursal date is not filled in, display same error message - Please specify a valid disbursal date.
  • Change to date picker
• 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.
  • Currently if you have months, there's 2 options for months - with number of months grayed out.  All this behavior remains, and also if you try to change one option that that option is automatically selected.
  • Change "If months, select between the following:" to "Select between the following:"
• 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

...

• Continue to allow applying additional loan fees
• Only active loan fees that match the frequency for this loan are displayed
• If a user enters in a value without selecting a fee, right now it throws a stacktrace, it should throw an error to say "Please select an additional fee or remove amount entered."

...

(Optional)

...

page: QG's

• Keep QG's under Loan Account Information step
• Display all QG questions within workflow box like other steps of this workflow
• Move Continue and Cancel buttons to the same place in page as other pages
• No left nav bar

Fourth Step: Review Installments

...

Special Case: Variable Loan Installments

• TBD

Special Case: Cash Flow

...

• TBD

, GLIM, LSIM, Multi-

...

Currency Loan

• TBD

Fifth Step: Review & Submit

...