FINERACT-669 back dated client transfer changes

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/api/ClientsApiResource.java

@@ -18,7 +18,6 @@
  */
 package org.apache.fineract.portfolio.client.api;
 
-import io.swagger.annotations.*;
 import java.io.InputStream;
 import java.util.Arrays;
 import java.util.Collection;
@@ -72,6 +71,14 @@ import org.springframework.stereotype.Component;
 import com.sun.jersey.core.header.FormDataContentDisposition;
 import com.sun.jersey.multipart.FormDataParam;
 
+import io.swagger.annotations.Api;
+import io.swagger.annotations.ApiImplicitParam;
+import io.swagger.annotations.ApiImplicitParams;
+import io.swagger.annotations.ApiOperation;
+import io.swagger.annotations.ApiParam;
+import io.swagger.annotations.ApiResponse;
+import io.swagger.annotations.ApiResponses;
+
 @Path("/clients")
 @Component
 @Scope("singleton")
@@ -389,16 +396,15 @@ public class ClientsApiResource {
 		return this.toApiJsonSerializer.serialize(ObligeeList);
 	}
 
+	@GET
 	@Path("{clientId}/transferproposaldate")
 	@Consumes({ MediaType.APPLICATION_JSON })
 	@Produces({ MediaType.APPLICATION_JSON })
 	public String retrieveTransferTemplate(@PathParam("clientId") final Long clientId, @Context final UriInfo uriInfo) {
 
-		this.context.authenticatedUser().validateHasReadPermission(ClientApiConstants.CLIENT_RESOURCE_NAME);
+	    this.context.authenticatedUser().validateHasReadPermission(ClientApiConstants.CLIENT_RESOURCE_NAME);
+
 		final Date transferDate = this.clientReadPlatformService.retrieveClientTransferProposalDate(clientId);
-		if (transferDate != null) {
-			return this.toApiJsonSerializer.serialize(new LocalDate(transferDate));
-		}
-		return this.toApiJsonSerializer.serialize(transferDate);
+		return this.toApiJsonSerializer.serialize((transferDate != null ? new LocalDate(transferDate) : null));
 	}
 }

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/domain/Client.java

@@ -232,6 +232,10 @@ public final class Client extends AbstractPersistableCustom<Long> {
     @JoinColumn(name = "reopened_by_userid", nullable = true)
     private AppUser reopenedBy;
 
+	@Column(name = "proposed_transfer_date", nullable = true)
+	@Temporal(TemporalType.DATE)
+	private Date proposedTransferDate;
+
     public static Client createNew(final AppUser currentUser, final Office clientOffice, final Group clientParentGroup, final Staff staff,
             final Long savingsProductId, final CodeValue gender, final CodeValue clientType, final CodeValue clientClassification,
             final Integer legalForm, final JsonCommand command) {
@@ -1058,4 +1062,13 @@ public final class Client extends AbstractPersistableCustom<Long> {
     public String getMiddlename(){return this.middlename;}
 
     public String getLastname(){return this.lastname;}
+
+	public Date getProposedTransferDate() {
+		return proposedTransferDate;
+	}
+
+	public void updateProposedTransferDate(Date proposedTransferDate) {
+		this.proposedTransferDate = proposedTransferDate;
+	}
+
 }

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/domain/ClientTransferDetails.java

@@ -0,0 +1,83 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+
+package org.apache.fineract.portfolio.client.domain;
+
+import java.util.Date;
+
+import javax.persistence.Column;
+import javax.persistence.Entity;
+import javax.persistence.Table;
+import javax.persistence.Temporal;
+import javax.persistence.TemporalType;
+
+import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
+
+@SuppressWarnings("serial")
+@Entity
+@Table(name = "m_client_transfer_details")
+public class ClientTransferDetails extends AbstractPersistableCustom<Long> {
+
+	@Column(name = "client_id", length = 20, unique = true, nullable = false)
+	private Long clientId;
+
+	@Column(name = "from_office_id", nullable = false)
+	private Long fromOfficeId;
+
+	@Column(name = "to_office_id", nullable = false)
+	private Long toOfficeId;
+
+	@Column(name = "proposed_transfer_date", nullable = true)
+	@Temporal(TemporalType.DATE)
+	private Date proposedTransferDate;
+
+	@Column(name = "transfer_type", nullable = false)
+	private Integer transferEventType;
+
+	@Column(name = "submitted_on", nullable = false)
+	@Temporal(TemporalType.DATE)
+	private Date submittedOn;
+
+	@Column(name = "submitted_by", nullable = false)
+	private Long submittedBy;
+
+	protected ClientTransferDetails() {
+	}
+
+	private ClientTransferDetails(final Long clientId, final Long fromOfficeId, final Long toOfficeId,
+			final Date proposedTransferDate, final Integer transferEventType, final Date submittedOn,
+			final Long submittedBy) {
+		this.clientId = clientId;
+		this.fromOfficeId = fromOfficeId;
+		this.toOfficeId = toOfficeId;
+		this.proposedTransferDate = proposedTransferDate;
+		this.transferEventType = transferEventType;
+		this.submittedOn = submittedOn;
+		this.submittedBy = submittedBy;
+	}
+
+	public static ClientTransferDetails instance(final Long clientId, final Long fromOfficeId, final Long toOfficeId,
+			final Date proposedTransferDate, final Integer transferEventType, final Date submittedOn,
+			final Long submittedBy) {
+		return new ClientTransferDetails(clientId, fromOfficeId, toOfficeId, proposedTransferDate, transferEventType,
+				submittedOn, submittedBy);
+
+	}
+
+}

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/domain/ClientTransferDetailsRepository.java

@@ -0,0 +1,28 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+
+package org.apache.fineract.portfolio.client.domain;
+
+import org.springframework.data.jpa.repository.JpaRepository;
+import org.springframework.data.jpa.repository.JpaSpecificationExecutor;
+
+public interface ClientTransferDetailsRepository
+		extends JpaRepository<ClientTransferDetails, Long>, JpaSpecificationExecutor<ClientTransferDetails> {
+
+}

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/domain/ClientTransferDetailsRepositoryWrapper.java

@@ -0,0 +1,39 @@
+/**
+ * Licensed to the Apache Software Foundation (ASF) under one
+ * or more contributor license agreements. See the NOTICE file
+ * distributed with this work for additional information
+ * regarding copyright ownership. The ASF licenses this file
+ * to you under the Apache License, Version 2.0 (the
+ * "License"); you may not use this file except in compliance
+ * with the License. You may obtain a copy of the License at
+ *
+ * http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing,
+ * software distributed under the License is distributed on an
+ * "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ * KIND, either express or implied. See the License for the
+ * specific language governing permissions and limitations
+ * under the License.
+ */
+
+package org.apache.fineract.portfolio.client.domain;
+
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.stereotype.Service;
+
+@Service
+public class ClientTransferDetailsRepositoryWrapper {
+
+	private final ClientTransferDetailsRepository repository;
+
+	@Autowired
+	public ClientTransferDetailsRepositoryWrapper(final ClientTransferDetailsRepository repository) {
+		this.repository = repository;
+	}
+
+	public void save(final ClientTransferDetails clientTransferDetails) {
+		this.repository.save(clientTransferDetails);
+	}
+
+}

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformService.java

@@ -49,9 +49,5 @@ public interface ClientReadPlatformService {
     
 	Date retrieveClientTransferProposalDate(Long clientId);
 
-	Date retrieveClientTransferProposalDateByLoan(Long clientId);
-
-	Date retrieveClientTransferProposalDateBySavings(Long clientId);
-
 	void validateClient(Long clientId);
 }

fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformServiceImpl.java

@@ -61,11 +61,7 @@ import org.apache.fineract.portfolio.client.domain.ClientStatus;
 import org.apache.fineract.portfolio.client.domain.LegalForm;
 import org.apache.fineract.portfolio.client.exception.ClientNotFoundException;
 import org.apache.fineract.portfolio.group.data.GroupGeneralData;
-import org.apache.fineract.portfolio.loanaccount.domain.LoanStatus;
-import org.apache.fineract.portfolio.loanaccount.domain.LoanTransactionType;
-import org.apache.fineract.portfolio.savings.SavingsAccountTransactionType;
 import org.apache.fineract.portfolio.savings.data.SavingsProductData;
-import org.apache.fineract.portfolio.savings.domain.SavingsAccountStatusType;
 import org.apache.fineract.portfolio.savings.service.SavingsProductReadPlatformService;
 import org.apache.fineract.useradministration.domain.AppUser;
 import org.joda.time.LocalDate;
@@ -823,41 +819,17 @@ public class ClientReadPlatformServiceImpl implements ClientReadPlatformService
         		clientNonPersonConstitutionOptions, clientNonPersonMainBusinessLineOptions, clientLegalFormOptions,null,null,null, null);
     }
     
-	@Override
-	public Date retrieveClientTransferProposalDateByLoan(Long clientId) {
-		try {
-			String sql = "SELECT t.transaction_date  FROM m_client c LEFT JOIN m_loan loan ON c.id = loan.client_id AND c.id = ? AND loan.loan_status_id = ? LEFT JOIN m_loan_transaction t ON loan.id = t.loan_id AND t.transaction_type_enum = ? ORDER BY t.id DESC LIMIT 1";
-			return this.jdbcTemplate.queryForObject(sql, Date.class, clientId,
-					LoanStatus.TRANSFER_IN_PROGRESS.getValue(), LoanTransactionType.INITIATE_TRANSFER.getValue());
-		} catch (final EmptyResultDataAccessException e) {
-			return null;
-
-		}
-	}
-
-	@Override
-	public Date retrieveClientTransferProposalDateBySavings(Long clientId) {
-		try {
-			String sql = "SELECT t.transaction_date FROM m_client c LEFT JOIN m_savings_account savings  ON c.id = savings.client_id AND c.id = ? AND savings.status_enum = ? LEFT JOIN m_savings_account_transaction t ON savings.id = t.savings_account_id AND t.transaction_type_enum = ? ORDER BY t.id DESC LIMIT 1";
-			return this.jdbcTemplate.queryForObject(sql, Date.class, clientId,
-					SavingsAccountStatusType.TRANSFER_IN_PROGRESS.getValue(),
-					SavingsAccountTransactionType.INITIATE_TRANSFER.getValue());
-		} catch (final EmptyResultDataAccessException e) {
-			return null;
-
-		}
-	}
-
 	@Override
 	public Date retrieveClientTransferProposalDate(Long clientId) {
 		validateClient(clientId);
-		Date transferDateForLoan = retrieveClientTransferProposalDateByLoan(clientId);
-		if (transferDateForLoan == null) {
-			transferDateForLoan = retrieveClientTransferProposalDateBySavings(clientId);
+		final String sql = "SELECT cl.proposed_transfer_date FROM m_client cl WHERE cl.id =? ";
+		try {
+			return this.jdbcTemplate.queryForObject(sql, Date.class, clientId);
+		} catch (final EmptyResultDataAccessException e) {
+			return null; 
 		}
-		return transferDateForLoan;
 	}
-	
+
 	@Override
 	public void validateClient(Long clientId) {
 		try {

fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/service/TransferWritePlatformServiceJpaRepositoryImpl.java

@@ -27,6 +27,7 @@ import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
 import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
 import org.apache.fineract.infrastructure.core.exception.GeneralPlatformDomainRuleException;
 import org.apache.fineract.infrastructure.core.service.DateUtils;
+import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
 import org.apache.fineract.organisation.office.domain.Office;
 import org.apache.fineract.organisation.office.domain.OfficeRepositoryWrapper;
 import org.apache.fineract.organisation.staff.domain.Staff;
@@ -40,6 +41,8 @@ import org.apache.fineract.portfolio.calendar.service.CalendarUtils;
 import org.apache.fineract.portfolio.client.domain.Client;
 import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
 import org.apache.fineract.portfolio.client.domain.ClientStatus;
+import org.apache.fineract.portfolio.client.domain.ClientTransferDetails;
+import org.apache.fineract.portfolio.client.domain.ClientTransferDetailsRepositoryWrapper;
 import org.apache.fineract.portfolio.client.exception.ClientHasBeenClosedException;
 import org.apache.fineract.portfolio.group.domain.Group;
 import org.apache.fineract.portfolio.group.domain.GroupRepositoryWrapper;
@@ -81,6 +84,8 @@ public class TransferWritePlatformServiceJpaRepositoryImpl implements TransferWr
     private final TransfersDataValidator transfersDataValidator;
     private final NoteWritePlatformService noteWritePlatformService;
     private final StaffRepositoryWrapper staffRepositoryWrapper;
+	private final ClientTransferDetailsRepositoryWrapper clientTransferDetailsRepositoryWrapper;
+	private final PlatformSecurityContext context;
 
     @Autowired
     public TransferWritePlatformServiceJpaRepositoryImpl(final ClientRepositoryWrapper clientRepositoryWrapper,
@@ -89,8 +94,10 @@ public class TransferWritePlatformServiceJpaRepositoryImpl implements TransferWr
             final LoanRepositoryWrapper loanRepositoryWrapper, final TransfersDataValidator transfersDataValidator,
             final NoteWritePlatformService noteWritePlatformService, final StaffRepositoryWrapper staffRepositoryWrapper,
             final SavingsAccountRepositoryWrapper savingsAccountRepositoryWrapper,
-            final SavingsAccountWritePlatformService savingsAccountWritePlatformService) {
-        this.clientRepositoryWrapper = clientRepositoryWrapper;
+			final SavingsAccountWritePlatformService savingsAccountWritePlatformService,
+			final ClientTransferDetailsRepositoryWrapper clientTransferDetailsRepositoryWrapper,
+			final PlatformSecurityContext context) {
+		this.clientRepositoryWrapper = clientRepositoryWrapper;
         this.officeRepository = officeRepository;
         this.calendarInstanceRepository = calendarInstanceRepository;
         this.loanWritePlatformService = loanWritePlatformService;
@@ -101,7 +108,9 @@ public class TransferWritePlatformServiceJpaRepositoryImpl implements TransferWr
         this.staffRepositoryWrapper = staffRepositoryWrapper;
         this.savingsAccountRepositoryWrapper = savingsAccountRepositoryWrapper;
         this.savingsAccountWritePlatformService = savingsAccountWritePlatformService;
-    }
+		this.clientTransferDetailsRepositoryWrapper = clientTransferDetailsRepositoryWrapper;
+		this.context = context;
+	}
 
     @Override
     @Transactional
@@ -438,7 +447,8 @@ public class TransferWritePlatformServiceJpaRepositoryImpl implements TransferWr
                 client.setStatus(ClientStatus.ACTIVE.getValue());
                 client.updateTransferToOffice(null);
                 client.updateOffice(destinationOffice);
-                client.updateOfficeJoiningDate(todaysDate);
+                client.updateOfficeJoiningDate(client.getProposedTransferDate());
+                client.updateProposedTransferDate(null);
                 if (client.getGroups().size() == 1) {
                     if (destinationGroup == null) {
                         throw new TransferNotSupportedException(TRANSFER_NOT_SUPPORTED_REASON.CLIENT_DESTINATION_GROUP_NOT_SPECIFIED,
@@ -458,18 +468,26 @@ public class TransferWritePlatformServiceJpaRepositoryImpl implements TransferWr
             case PROPOSAL:
                 client.setStatus(ClientStatus.TRANSFER_IN_PROGRESS.getValue());
                 client.updateTransferToOffice(destinationOffice);
+                client.updateProposedTransferDate(transferDate.toDate());
             break;
             case REJECTION:
                 client.setStatus(ClientStatus.TRANSFER_ON_HOLD.getValue());
                 client.updateTransferToOffice(null);
+                client.updateProposedTransferDate(null);
             break;
             case WITHDRAWAL:
                 client.setStatus(ClientStatus.ACTIVE.getValue());
                 client.updateTransferToOffice(null);
+                client.updateProposedTransferDate(null);
         }
 
-        this.noteWritePlatformService.createAndPersistClientNote(client, jsonCommand);
-    }
+		this.noteWritePlatformService.createAndPersistClientNote(client, jsonCommand);
+		Date proposedTransferDate = transferDate != null ? transferDate.toDate() : null;
+		this.clientTransferDetailsRepositoryWrapper
+				.save(ClientTransferDetails.instance(client.getId(), client.getOffice().getId(),
+						destinationOffice.getId(), proposedTransferDate, transferEventType.getValue(),
+						DateUtils.getLocalDateTimeOfTenant().toDate(), this.context.authenticatedUser().getId()));
+	}
 
     private List<Client> assembleListOfClients(final JsonCommand command) {
 

fineract-provider/src/main/resources/sql/migrations/core_db/V348__client_transfer_details.sql

@@ -0,0 +1,41 @@
+--
+-- Licensed to the Apache Software Foundation (ASF) under one
+-- or more contributor license agreements. See the NOTICE file
+-- distributed with this work for additional information
+-- regarding copyright ownership. The ASF licenses this file
+-- to you under the Apache License, Version 2.0 (the
+-- "License"); you may not use this file except in compliance
+-- with the License. You may obtain a copy of the License at
+--
+-- http://www.apache.org/licenses/LICENSE-2.0
+--
+-- Unless required by applicable law or agreed to in writing,
+-- software distributed under the License is distributed on an
+-- "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+-- KIND, either express or implied. See the License for the
+-- specific language governing permissions and limitations
+-- under the License.
+--
+
+ALTER TABLE `m_client`
+	ADD COLUMN `proposed_transfer_date` DATE NULL DEFAULT NULL AFTER `email_address`;
+
+	CREATE TABLE `m_client_transfer_details` (
+	`id` BIGINT(20) NOT NULL AUTO_INCREMENT,
+	`client_id` BIGINT(20) NOT NULL,
+	`from_office_id` BIGINT(20) NOT NULL,
+	`to_office_id` BIGINT(20) NOT NULL,
+	`proposed_transfer_date` DATE NULL DEFAULT NULL,
+	`transfer_type` TINYINT(2) NOT NULL,
+	`submitted_on` DATE NOT NULL,
+	`submitted_by` BIGINT(20) NOT NULL,
+	PRIMARY KEY (`id`),
+	INDEX `FK_m_client_transfer_details_m_client` (`client_id`),
+	INDEX `FK_m_client_transfer_details_m_office` (`from_office_id`),
+	INDEX `FK_m_client_transfer_details_m_office_2` (`to_office_id`),
+	INDEX `FK_m_client_transfer_details_m_appuser` (`submitted_by`),
+	CONSTRAINT `FK_m_client_transfer_details_m_appuser` FOREIGN KEY (`submitted_by`) REFERENCES `m_appuser` (`id`),
+	CONSTRAINT `FK_m_client_transfer_details_m_client` FOREIGN KEY (`client_id`) REFERENCES `m_client` (`id`),
+	CONSTRAINT `FK_m_client_transfer_details_m_office` FOREIGN KEY (`from_office_id`) REFERENCES `m_office` (`id`),
+	CONSTRAINT `FK_m_client_transfer_details_m_office_2` FOREIGN KEY (`to_office_id`) REFERENCES `m_office` (`id`)
+);