apache / apache/fineract-backoffice-ui
[Feature] In-Context Creation & Zero-State Setup Wizard for Missing Products/Templates
- Dominant language
- TypeScript
- Stars
- 15
- Forks
- 60
- Avg merge
- 10h 15m
- Merged PRs (30d)
- 108
Description
Module: src/app/features/loans/, src/app/features/products/

Description
When performing operational workflows—such as creating a Working Capital Loan, applying for a loan, or setting up a deposit account—if required prerequisite entities (such as a Loan Product, Charges, or Accounting Template) have not yet been configured in the system, the form select dropdowns render empty. Users are forced to abandon their current form workflow, navigate away to Admin settings to configure the product/template, and then restart from scratch.
User Story / Scenario
As an loan officer or financial administrator, when I attempt to disburse a Working Capital loan or create an account and notice no product is configured, I want an inline "+ Create Product / Configure Template" modal wizard directly on the active screen so that I can set up the missing prerequisite without losing my current form progress.
Steps to Reproduce
1. Log into Fineract Backoffice UI in a fresh or unconfigured tenant environment.
2. Navigate to Clients -> Select a client -> Click New Loan Application.
3. Observe that if no Loan Product is configured, the Product dropdown is empty, with no direct action to configure one inline.
Expected Behavior
- Form fields with missing prerequisite choices should display an empty state banner with an embedded button: "+ Create Loan Product".
- Clicking the button opens an in-context setup modal (using DialogService), allowing the user to configure and save the missing item, which then auto-populates into the active form dropdown.
Proposed Implementation
- Integrate DialogService modal launchers adjacent to critical prerequisite select inputs (Loan Product, Payment Type, GL Account).
- Refresh dropdown options reactive signal (computed() / signal()) immediately upon modal completion.
Contributor guide
Research direction
Start by reading the workflows under src/app/features/loans/ and src/app/features/products/, focusing on the prerequisite select inputs and their DialogService integration points. Trace how dropdown options are loaded, then verify that the empty state, setup modal, saved item, and refreshed selection work for the loan product and other listed prerequisites.
Written by the indexing model from the issue text.
Assessment
- Tech stack
- angular, typescript
- Domain
- frontend
- Issue type
- Feature
- Difficulty
- 4/5
- Estimated time
- 3-5 days
- Activity status
- Quiet
- Clarity
- Mostly clear
- Newbie friendliness
- 45/100