Resource Screens¶

The admin dashboard provides 48 registered resources across 42 resource directories, each following a consistent file structure.

Resource File Convention¶

admin/{resource}/
├── index.ts               # Barrel export + MUI icon
├── {Resource}List.tsx      # List view with filters, sorting, pagination
├── {Resource}Show.tsx      # Detail view (SimpleShowLayout or TabbedShowLayout)
├── {Resource}Create.tsx    # Create form (optional)
├── {Resource}Edit.tsx      # Edit form (optional)
├── {Resource}Actions.tsx   # Action buttons (optional)
├── *Dialog.tsx             # Custom dialogs for complex actions (optional)
├── Nested*.tsx             # Nested resource tables (optional)
└── __tests__/              # Vitest tests

Index File Pattern¶

Each resource directory exports its views and an icon:

// borrowers/index.ts
import PeopleIcon from "@mui/icons-material/People";

export { default as BorrowerList } from "./BorrowerList";
export { default as BorrowerCreate } from "./BorrowerCreate";
export { default as BorrowerEdit } from "./BorrowerEdit";
export { default as BorrowerShow } from "./BorrowerShow";
export const borrowerIcon = PeopleIcon;

Resource Inventory¶

Origination¶

Resource	Views	Description
`borrowers`	List, Show, Create, Edit	Borrower profiles with nested contacts, identities, instruments
`loans`	List, Show, Create, Edit	Loan records with lifecycle actions and nested resources
`programs`	List, Show, Create, Edit	Lending programs (installment, lease, LOC)
`products`	List, Show, Create, Edit	Loan products under programs
`promotional-programs`	List, Show, Create, Edit	Promotional rate/payment programs

Servicing¶

Resource	Views	Description
`payments`	List, Show	Payment records with reversal/refund actions
`fees`	List, Show	Assessed fees with waive action
`fee-schedules`	List, Show, Create, Edit	Fee schedule configuration
`disbursements`	List, Show	Disbursement records with process/complete actions
`collateral`	List, Show, Create, Edit	Collateral items with nested liens and valuations
`modifications`	List, Show	Loan modifications with approve/reject/apply workflow
`forbearances`	List, Show	Forbearance agreements with complete/cancel actions
`deferments`	List, Show	Payment deferments with complete/cancel actions
`payoff-quotes`	List, Show	Payoff quote generation and expiry
`suspense`	List, Show	Suspense entries with apply/refund actions

Collections¶

Resource	Views	Description
`delinquency`	List, Show	Delinquency records (read-only, system-managed)
`collection-queues`	List, Show, Create, Edit	Collection queue configuration with dashboard
`dunning-schedules`	List, Show, Create, Edit	Automated dunning sequence configuration
`collection-agencies`	List, Show, Create, Edit	External collection agency management

Case Management¶

Resource	Views	Description
`cases`	List, Show, Create	Support cases with escalate/close/reopen/snooze actions
`supercases`	List, Show, Create	Bulk case grouping with populations
`campaigns`	List, Show, Create, Edit	Mass outreach campaigns with launch/pause
`interactions`	List, Show	Borrower interaction records
`pre-delinquency-rules`	List, Show, Create, Edit	Early warning rule configuration

Portfolio & Compliance¶

Resource	Views	Description
`portfolios`	List, Show, Create, Edit	Portfolio management with auto-assign and sell actions
`investors`	List, Show, Create, Edit	Investor profiles with settlement instruments
`loan-tape-configs`	List, Show, Create, Edit	Loan tape generation configuration
`compliance-rules`	List, Show, Create, Edit	Regulatory compliance rule definitions
`compliance-monitors`	List, Show	Ongoing compliance monitoring results
`credit-reporting`	List, Show	Credit bureau reporting records
`credit-disputes`	List, Show, Create	Credit dispute investigation and resolution

Communications¶

Resource	Views	Description
`communication-templates`	List, Show, Create, Edit	Jinja2 message templates
`communication-logs`	List, Show	Communication delivery logs

Accounting¶

Resource	Views	Description
`gl-accounts`	List, Show, Create	General ledger accounts
`journal-entries`	List, Show	Journal entries with post/reverse actions

Administration¶

Resource	Views	Description
`users`	List, Show, Edit	Tenant user management with role assignment
`webhooks`	List, Show, Create, Edit	Webhook subscription management
`index-rates`	List, Show, Create	Interest rate index management
`provider-configs`	List, Show, Create, Edit	Provider credential configuration
`program-provider-assignments`	List, Create	Provider-to-program mapping
`reports`	List, Show	Report generation and viewing
`documents`	List, Show	Document management

View Patterns¶

List Views¶

All list views use react-admin's <List> with:

Filters: <SelectInput> with static choice arrays for enum fields, <TextInput> for search
Sorting: Clickable column headers
Pagination: Bottom pagination controls
Datagrid: Columns with field components (TextField, DateField, ReferenceField, MoneyField, StatusField)

Show Views¶

Two patterns based on complexity:

Simple resources use <SimpleShowLayout>:

<Show>
  <SimpleShowLayout>
    <TextField source="name" />
    <StatusField source="status" />
    <MoneyField source="amount" />
  </SimpleShowLayout>
</Show>

Complex resources (Borrowers, Loans) use <TabbedShowLayout> with tabs for nested resources:

<Show>
  <TabbedShowLayout>
    <TabbedShowLayout.Tab label="Summary">
      <TextField source="loan_number" />
      ...
    </TabbedShowLayout.Tab>
    <TabbedShowLayout.Tab label="Payments">
      <ReferenceManyField reference="payments" target="loan_id">
        <Datagrid>...</Datagrid>
      </ReferenceManyField>
    </TabbedShowLayout.Tab>
  </TabbedShowLayout>
</Show>

Nested Resources¶

Two approaches for child resources:

<ReferenceManyField> --- For child resources with flat endpoints (payments, fees, disbursements). react-admin handles fetching automatically.
Custom MUI tables --- For child resources with only nested endpoints (liens, valuations). Uses dataProvider.getNestedList() directly.

Action Buttons¶

Business actions use the shared <ActionButton> component with optional confirmation dialogs. For actions requiring form input, standalone MUI <Dialog> components collect data before calling dataProvider.action().