Create Loan Workflow Acceptance Criteria

General

All steps of the workflow, the headings should remain the same througout the workflow. Noticed currently that the first step is called Select customer, but then changes to Select Client/Group in the 2nd step. Use the following headings for the real headings of the workflow. Be sure to follow capitalization

First Step: Select Client / Group

Workflow step changes to Select Client/Group instead of Select Customer
2 links to still reach this step from: "Open new loan account" from home page left bar, and "Create loan account" from Clients & Accounts page's left bar.

Text at the top changes to the following (keep same fonts) -

Create Loan Account - Select Client or Group

Enter a Client or Group name and click Search. Click Cancel to return to Clients & Accounts without submitting information.

Name box remains the same, with same width, same allowable characters, and same # of characters
If user clicks Search with nothing entered into the Name box, same error message is displayed - Please specify Name to be searched.
Search and Cancel buttons remain the same - colors, etc
If user clicks Cancel, user is returned to Clients & Accounts page - even if they enter workflow from Homepage
When Search term is entered, only active clients and groups are returned. Search only searches client and group names. If the client and/or group is in any other state (pending approval, on hold, closed, ...) then it is not returned
If the search term matches multiple results (both clients and groups), all results are returned
Results are sorted the same as they are now?

Second Step: Loan Account Information

Select Loan Product

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 (keep same fonts) -

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

Loan Product Summary

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)

Account 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
- 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
Interest Rate field
- 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
- 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 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."