DDS: Agent settlement (Agent Tran), Close Party account, reports (Supplementary-DDS/Master Data Export/Close Register), Party-Savings link, product category field
Fineract Cargo & Unit- & Integration tests - MariaDB / test (test-core-1) (push) Canceled after 0s
Fineract Build & Cucumber tests (without E2E tests) / verify (main, build-core) (push) Canceled after 0s
Fineract Build & Cucumber tests (without E2E tests) / verify (main, cucumber) (push) Canceled after 0s
Fineract Build & Cucumber tests (without E2E tests) / verify (progressive-loan, build-progressive-loan) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 5 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 6 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 7 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 8 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 9 of 10) (push) Canceled after 0s
Fineract Docker Builds / build (false, docker-compose-postgresql.yml, postgresql) (push) Canceled after 0s
Fineract Docker Builds / build (true, docker-compose.yml, mariadb) (push) Canceled after 0s
Fineract Documentation build / build (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 1 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 10 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 2 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 3 of 10) (push) Canceled after 0s
Fineract E2E Tests / E2E Tests (Shard 4 of 10) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MariaDB / test (test-core-2) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MariaDB / test (test-core-3) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MariaDB / test (test-core-4) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MariaDB / test (test-core-5) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MySQL / test (test-core-1) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MySQL / test (test-core-2) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MySQL / test (test-core-3) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MySQL / test (test-core-4) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - MySQL / test (test-core-5) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - PostgreSQL / test (test-core-1) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - PostgreSQL / test (test-core-2) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - PostgreSQL / test (test-core-3) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - PostgreSQL / test (test-core-4) (push) Canceled after 0s
Fineract Cargo & Unit- & Integration tests - PostgreSQL / test (test-core-5) (push) Canceled after 0s
Fineract Liquibase Only mode - PostgreSQL / test (push) Canceled after 0s
Fineract Messaging Smoke Tests / Smoke Test with ActiveMQ (push) Canceled after 0s
Fineract Messaging Smoke Tests / Smoke Test with Kafka (push) Canceled after 0s

This commit is contained in:
tarunmalviya
2026-08-25 10:33:37 +05:30
parent 9eac40bb5c
commit 37c961f713
101 changed files with 8305 additions and 1 deletions
@@ -664,6 +664,78 @@ public class CommandWrapperBuilder {
return this;
}
public CommandWrapperBuilder createAgent() {
this.actionName = "CREATE";
this.entityName = "AGENT";
this.entityId = null;
this.href = "/dds/agents/template";
return this;
}
public CommandWrapperBuilder updateAgent(final Long agentId) {
this.actionName = "UPDATE";
this.entityName = "AGENT";
this.entityId = agentId;
this.href = "/dds/agents/" + agentId;
return this;
}
public CommandWrapperBuilder createParty() {
this.actionName = "CREATE";
this.entityName = "PARTY";
this.entityId = null;
this.href = "/dds/parties/template";
return this;
}
public CommandWrapperBuilder updateParty(final Long partyId) {
this.actionName = "UPDATE";
this.entityName = "PARTY";
this.entityId = partyId;
this.href = "/dds/parties/" + partyId;
return this;
}
public CommandWrapperBuilder closeParty(final Long partyId) {
this.actionName = "CLOSE";
this.entityName = "PARTY";
this.entityId = partyId;
this.href = "/dds/parties/" + partyId + "?command=close";
return this;
}
public CommandWrapperBuilder createPartyTransaction() {
this.actionName = "CREATE";
this.entityName = "PARTYTRANSACTION";
this.entityId = null;
this.href = "/dds/partytransactions/template";
return this;
}
public CommandWrapperBuilder createCommissionSlabs() {
this.actionName = "CREATE";
this.entityName = "COMMISSIONSLAB";
this.entityId = null;
this.href = "/dds/commissionslabs/template";
return this;
}
public CommandWrapperBuilder generateDdsBatchRun() {
this.actionName = "GENERATE";
this.entityName = "DDSBATCH";
this.entityId = null;
this.href = "/dds/batchruns/template";
return this;
}
public CommandWrapperBuilder postDdsBatchRun(final Long batchRunId) {
this.actionName = "POST";
this.entityName = "DDSBATCH";
this.entityId = batchRunId;
this.href = "/dds/batchruns/" + batchRunId;
return this;
}
public CommandWrapperBuilder createOfficeTransaction() {
this.actionName = "CREATE";
this.entityName = "OFFICETRANSACTION";
@@ -0,0 +1,148 @@
/**
* 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.organisation.agent.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.Collection;
import lombok.Getter;
/**
* Immutable data object representing a DDS agent, including its collection-limit history and
* guarantors. Carries the collection/commission/security-account fields merged in from SubAgent
* (2026-08-24) - Agent now does the daily collection work directly.
*/
@Getter
public final class AgentData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final Long clientId;
private final String clientName;
private final String agentCode;
private final String agentNameId;
private final String agentAddress1;
private final String agentAddress2;
private final String agentCity;
private final String agentPinCode;
private final String agentTelephone;
private final String agentSavingAccountType;
private final String agentSavingAccountNo;
private final LocalDate agentOpeningDate;
private final LocalDate agentBirthDate;
private final BigDecimal agentCurrentBalance;
private final BigDecimal agentOpeningBalance;
private final String homeBranch;
private final String savingBranch;
private final Boolean tdsApplicable;
private final BigDecimal tdsPercent;
private final BigDecimal currentTds;
private final BigDecimal tdsAmount;
private final String transferBranch;
private final String transferAmountAccountType;
private final String transferAccountNo;
private final Boolean commissionCalculation;
private final BigDecimal limit;
private final BigDecimal machineRent;
private final String agentSecurityBranch;
private final String agentSecurityAccountType;
private final String agentSecurityAccountNo;
private final BigDecimal commission;
private final BigDecimal otherCommission;
private final BigDecimal agentDeposit;
private final BigDecimal festivalAdvance;
private final BigDecimal otherDeduction;
private final Collection<AgentLimitData> limits;
private final Collection<AgentGuarantorData> guarantors;
public static AgentData instance(final Long id, final Long clientId, final String clientName, final String agentCode,
final String agentNameId, final String agentAddress1, final String agentAddress2, final String agentCity,
final String agentPinCode, final String agentTelephone, final String agentSavingAccountType,
final String agentSavingAccountNo, final LocalDate agentOpeningDate, final LocalDate agentBirthDate,
final BigDecimal agentCurrentBalance, final BigDecimal agentOpeningBalance, final String homeBranch,
final String savingBranch, final Boolean tdsApplicable, final BigDecimal tdsPercent, final BigDecimal currentTds,
final BigDecimal tdsAmount, final String transferBranch, final String transferAmountAccountType,
final String transferAccountNo, final Boolean commissionCalculation, final BigDecimal limit, final BigDecimal machineRent,
final String agentSecurityBranch, final String agentSecurityAccountType, final String agentSecurityAccountNo,
final BigDecimal commission, final BigDecimal otherCommission, final BigDecimal agentDeposit,
final BigDecimal festivalAdvance, final BigDecimal otherDeduction, final Collection<AgentLimitData> limits,
final Collection<AgentGuarantorData> guarantors) {
return new AgentData(id, clientId, clientName, agentCode, agentNameId, agentAddress1, agentAddress2, agentCity, agentPinCode,
agentTelephone, agentSavingAccountType, agentSavingAccountNo, agentOpeningDate, agentBirthDate, agentCurrentBalance,
agentOpeningBalance, homeBranch, savingBranch, tdsApplicable, tdsPercent, currentTds, tdsAmount, transferBranch,
transferAmountAccountType, transferAccountNo, commissionCalculation, limit, machineRent, agentSecurityBranch,
agentSecurityAccountType, agentSecurityAccountNo, commission, otherCommission, agentDeposit, festivalAdvance,
otherDeduction, limits, guarantors);
}
private AgentData(final Long id, final Long clientId, final String clientName, final String agentCode, final String agentNameId,
final String agentAddress1, final String agentAddress2, final String agentCity, final String agentPinCode,
final String agentTelephone, final String agentSavingAccountType, final String agentSavingAccountNo,
final LocalDate agentOpeningDate, final LocalDate agentBirthDate, final BigDecimal agentCurrentBalance,
final BigDecimal agentOpeningBalance, final String homeBranch, final String savingBranch, final Boolean tdsApplicable,
final BigDecimal tdsPercent, final BigDecimal currentTds, final BigDecimal tdsAmount, final String transferBranch,
final String transferAmountAccountType, final String transferAccountNo, final Boolean commissionCalculation,
final BigDecimal limit, final BigDecimal machineRent, final String agentSecurityBranch,
final String agentSecurityAccountType, final String agentSecurityAccountNo, final BigDecimal commission,
final BigDecimal otherCommission, final BigDecimal agentDeposit, final BigDecimal festivalAdvance,
final BigDecimal otherDeduction, final Collection<AgentLimitData> limits, final Collection<AgentGuarantorData> guarantors) {
this.id = id;
this.clientId = clientId;
this.clientName = clientName;
this.agentCode = agentCode;
this.agentNameId = agentNameId;
this.agentAddress1 = agentAddress1;
this.agentAddress2 = agentAddress2;
this.agentCity = agentCity;
this.agentPinCode = agentPinCode;
this.agentTelephone = agentTelephone;
this.agentSavingAccountType = agentSavingAccountType;
this.agentSavingAccountNo = agentSavingAccountNo;
this.agentOpeningDate = agentOpeningDate;
this.agentBirthDate = agentBirthDate;
this.agentCurrentBalance = agentCurrentBalance;
this.agentOpeningBalance = agentOpeningBalance;
this.homeBranch = homeBranch;
this.savingBranch = savingBranch;
this.tdsApplicable = tdsApplicable;
this.tdsPercent = tdsPercent;
this.currentTds = currentTds;
this.tdsAmount = tdsAmount;
this.transferBranch = transferBranch;
this.transferAmountAccountType = transferAmountAccountType;
this.transferAccountNo = transferAccountNo;
this.commissionCalculation = commissionCalculation;
this.limit = limit;
this.machineRent = machineRent;
this.agentSecurityBranch = agentSecurityBranch;
this.agentSecurityAccountType = agentSecurityAccountType;
this.agentSecurityAccountNo = agentSecurityAccountNo;
this.commission = commission;
this.otherCommission = otherCommission;
this.agentDeposit = agentDeposit;
this.festivalAdvance = festivalAdvance;
this.otherDeduction = otherDeduction;
this.limits = limits;
this.guarantors = guarantors;
}
}
@@ -0,0 +1,59 @@
/**
* 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.organisation.agent.data;
import java.io.Serial;
import java.io.Serializable;
import lombok.Getter;
/**
* Immutable data object representing a single agent guarantor.
*/
@Getter
public final class AgentGuarantorData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final Long clientId;
private final String guarantorName;
private final String address1;
private final String address2;
private final String city;
private final String pinCode;
private final String telephone;
public static AgentGuarantorData instance(final Long id, final Long clientId, final String guarantorName, final String address1,
final String address2, final String city, final String pinCode, final String telephone) {
return new AgentGuarantorData(id, clientId, guarantorName, address1, address2, city, pinCode, telephone);
}
private AgentGuarantorData(final Long id, final Long clientId, final String guarantorName, final String address1,
final String address2, final String city, final String pinCode, final String telephone) {
this.id = id;
this.clientId = clientId;
this.guarantorName = guarantorName;
this.address1 = address1;
this.address2 = address2;
this.city = city;
this.pinCode = pinCode;
this.telephone = telephone;
}
}
@@ -0,0 +1,48 @@
/**
* 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.organisation.agent.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import java.time.LocalDate;
import lombok.Getter;
@Getter
public final class AgentLimitData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final LocalDate fromDate;
private final LocalDate toDate;
private final BigDecimal limit;
public static AgentLimitData instance(final Long id, final LocalDate fromDate, final LocalDate toDate, final BigDecimal limit) {
return new AgentLimitData(id, fromDate, toDate, limit);
}
private AgentLimitData(final Long id, final LocalDate fromDate, final LocalDate toDate, final BigDecimal limit) {
this.id = id;
this.fromDate = fromDate;
this.toDate = toDate;
this.limit = limit;
}
}
@@ -0,0 +1,440 @@
/**
* 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.organisation.agent.domain;
import jakarta.persistence.CascadeType;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.FetchType;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.OneToMany;
import jakarta.persistence.OrderBy;
import jakarta.persistence.Table;
import jakarta.persistence.UniqueConstraint;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Map;
import lombok.Getter;
import org.apache.commons.lang3.StringUtils;
import org.apache.fineract.infrastructure.core.api.JsonCommand;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
import org.apache.fineract.portfolio.client.domain.Client;
/**
* A DDS (Daily Deposit Scheme) collection agent. Can represent either a person or, at the top of the
* hierarchy, the bank itself acting as its own agent. Holds its own settlement savings account and one
* or more guarantors.
*/
@Getter
@Entity
@Table(name = "m_dds_agent", uniqueConstraints = { @UniqueConstraint(columnNames = { "agent_code" }, name = "agent_code_UNIQUE") })
public class Agent extends AbstractPersistableCustom<Long> {
@ManyToOne
@JoinColumn(name = "client_id", nullable = false)
private Client client;
@Column(name = "agent_code", length = 20, nullable = false)
private String agentCode;
@Column(name = "agent_name", length = 100, nullable = false)
private String agentName;
@Column(name = "agent_address1", length = 200, nullable = false)
private String agentAddress1;
@Column(name = "agent_address2", length = 200)
private String agentAddress2;
@Column(name = "agent_city", length = 100, nullable = false)
private String agentCity;
@Column(name = "agent_pincode", length = 20, nullable = false)
private String agentPinCode;
@Column(name = "agent_telephone", length = 20)
private String agentTelephone;
@Column(name = "agent_saving_account_type", length = 100, nullable = false)
private String agentSavingAccountType;
@Column(name = "agent_saving_account_no", length = 50, nullable = false)
private String agentSavingAccountNo;
@Column(name = "agent_opening_date", nullable = false)
private LocalDate agentOpeningDate;
@Column(name = "agent_birth_date", nullable = false)
private LocalDate agentBirthDate;
@Column(name = "agent_current_balance", scale = 6, precision = 19, nullable = false)
private BigDecimal agentCurrentBalance;
@Column(name = "agent_opening_balance", scale = 6, precision = 19, nullable = false)
private BigDecimal agentOpeningBalance;
// Fields below were merged in from SubAgent (2026-08-24) - the Agent itself now does the daily
// collection work directly; SubAgent no longer exists as a separate tier. Ag.Level / Upper Ag.Level
// / Collector (MLM) / CRPB Points / Level Update Date were dropped - they only ever meant anything
// for a multi-level hierarchy, which no longer exists here.
@Column(name = "home_branch", length = 100, nullable = false)
private String homeBranch;
@Column(name = "saving_branch", length = 100, nullable = false)
private String savingBranch;
@Column(name = "tds_applicable", nullable = false)
private boolean tdsApplicable;
@Column(name = "tds_percent", scale = 6, precision = 19)
private BigDecimal tdsPercent;
@Column(name = "current_tds", scale = 6, precision = 19, nullable = false)
private BigDecimal currentTds;
@Column(name = "tds_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal tdsAmount;
@Column(name = "transfer_branch", length = 100)
private String transferBranch;
@Column(name = "transfer_amount_account_type", length = 100)
private String transferAmountAccountType;
@Column(name = "transfer_account_no", length = 50)
private String transferAccountNo;
@Column(name = "collector_commission_calculation", nullable = false)
private boolean commissionCalculation;
@Column(name = "collector_limit_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal limitAmount;
@Column(name = "machine_rent", scale = 6, precision = 19, nullable = false)
private BigDecimal machineRent;
@Column(name = "agent_security_branch", length = 100)
private String agentSecurityBranch;
@Column(name = "agent_security_account_type", length = 100)
private String agentSecurityAccountType;
@Column(name = "agent_security_account_no", length = 50)
private String agentSecurityAccountNo;
@Column(name = "commission", scale = 6, precision = 19, nullable = false)
private BigDecimal commission;
@Column(name = "other_commission", scale = 6, precision = 19, nullable = false)
private BigDecimal otherCommission;
@Column(name = "agent_deposit", scale = 6, precision = 19, nullable = false)
private BigDecimal agentDeposit;
@Column(name = "festival_advance", scale = 6, precision = 19, nullable = false)
private BigDecimal festivalAdvance;
@Column(name = "other_deduction", scale = 6, precision = 19, nullable = false)
private BigDecimal otherDeduction;
@Column(name = "last_commission_date")
private LocalDate lastCommissionDate;
@OneToMany(mappedBy = "agent", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
@OrderBy("id")
private List<AgentGuarantor> guarantors = new ArrayList<>();
@OneToMany(mappedBy = "agent", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
@OrderBy("id")
private List<AgentLimit> limits = new ArrayList<>();
protected Agent() {
//
}
private Agent(final Client client, final String agentCode, final String agentName, final String agentAddress1,
final String agentAddress2, final String agentCity, final String agentPinCode, final String agentTelephone,
final String agentSavingAccountType, final String agentSavingAccountNo, final LocalDate agentOpeningDate,
final LocalDate agentBirthDate, final BigDecimal agentOpeningBalance, final JsonCommand command) {
this.client = client;
this.agentCode = agentCode;
this.agentName = agentName;
this.agentAddress1 = agentAddress1;
this.agentAddress2 = StringUtils.defaultIfEmpty(agentAddress2, null);
this.agentCity = agentCity;
this.agentPinCode = agentPinCode;
this.agentTelephone = StringUtils.defaultIfEmpty(agentTelephone, null);
this.agentSavingAccountType = agentSavingAccountType;
this.agentSavingAccountNo = agentSavingAccountNo;
this.agentOpeningDate = agentOpeningDate;
this.agentBirthDate = agentBirthDate;
this.agentOpeningBalance = agentOpeningBalance == null ? BigDecimal.ZERO : agentOpeningBalance;
this.agentCurrentBalance = this.agentOpeningBalance;
this.homeBranch = command.stringValueOfParameterNamed("homeBranch");
this.savingBranch = command.stringValueOfParameterNamed("savingBranch");
this.tdsApplicable = command.booleanPrimitiveValueOfParameterNamed("tdsApplicable");
this.tdsPercent = command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("tdsPercent");
this.currentTds = BigDecimal.ZERO;
this.tdsAmount = BigDecimal.ZERO;
this.transferBranch = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("transferBranch"), null);
this.transferAmountAccountType = StringUtils
.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("transferAmountAccountType"), null);
this.transferAccountNo = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("transferAccountNo"), null);
this.commissionCalculation = command.booleanPrimitiveValueOfParameterNamed("commissionCalculation");
this.limitAmount = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("limit"));
this.machineRent = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("machineRent"));
this.agentSecurityBranch = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("agentSecurityBranch"),
null);
this.agentSecurityAccountType = StringUtils
.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("agentSecurityAccountType"), null);
this.agentSecurityAccountNo = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("agentSecurityAccountNo"),
null);
this.commission = BigDecimal.ZERO;
this.otherCommission = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("otherCommission"));
this.agentDeposit = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("agentDeposit"));
this.festivalAdvance = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("festivalAdvance"));
this.otherDeduction = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("otherDeduction"));
}
public static Agent fromJson(final Client client, final String agentCode, final JsonCommand command) {
final String agentName = command.stringValueOfParameterNamed("agentNameId");
final String agentAddress1 = command.stringValueOfParameterNamed("agentAddress1");
final String agentAddress2 = command.stringValueOfParameterNamedAllowingNull("agentAddress2");
final String agentCity = command.stringValueOfParameterNamed("agentCity");
final String agentPinCode = command.stringValueOfParameterNamed("agentPinCode");
final String agentTelephone = command.stringValueOfParameterNamedAllowingNull("agentTelephone");
final String agentSavingAccountType = command.stringValueOfParameterNamed("agentSavingAccountType");
final String agentSavingAccountNo = command.stringValueOfParameterNamed("agentSavingAccountNo");
final LocalDate agentOpeningDate = command.localDateValueOfParameterNamed("agentOpeningDate");
final LocalDate agentBirthDate = command.localDateValueOfParameterNamed("agentBirthDate");
final BigDecimal agentOpeningBalance = command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("agentOpeningBalance");
return new Agent(client, agentCode, agentName, agentAddress1, agentAddress2, agentCity, agentPinCode, agentTelephone,
agentSavingAccountType, agentSavingAccountNo, agentOpeningDate, agentBirthDate, agentOpeningBalance, command);
}
private static BigDecimal orZero(final BigDecimal value) {
return value == null ? BigDecimal.ZERO : value;
}
public void addGuarantor(final AgentGuarantor guarantor) {
guarantor.setAgent(this);
this.guarantors.add(guarantor);
}
public void resetGuarantors() {
this.guarantors.clear();
}
public void addLimit(final AgentLimit limit) {
limit.setAgent(this);
this.limits.add(limit);
}
public void resetLimits() {
this.limits.clear();
}
/**
* Adds a Commission Posting's amount to this agent's running commission total and stamps the date
* commission was last calculated through, so the next Commission Calculation batch only covers
* collections since then.
*/
public void postCommission(final BigDecimal amount, final LocalDate throughDate) {
this.commission = this.commission.add(amount);
this.lastCommissionDate = throughDate;
}
/**
* Cash this agent has collected from parties but not yet handed over to a branch (an Agent Tran
* settlement). Raised by a Party Tran collection, lowered by an Agent Tran settlement - this is the
* figure an Agent's collection limit is enforced against.
*/
public BigDecimal credit(final BigDecimal amount) {
this.agentCurrentBalance = this.agentCurrentBalance.add(amount);
return this.agentCurrentBalance;
}
public BigDecimal settle(final BigDecimal amount) {
this.agentCurrentBalance = this.agentCurrentBalance.subtract(amount);
return this.agentCurrentBalance;
}
public void changeClient(final Client newClient) {
this.client = newClient;
}
public Long clientId() {
return this.client.getId();
}
public Map<String, Object> update(final JsonCommand command) {
final Map<String, Object> actualChanges = new LinkedHashMap<>(10);
if (command.isChangeInLongParameterNamed("clientId", this.client.getId())) {
actualChanges.put("clientId", command.longValueOfParameterNamed("clientId"));
}
if (command.isChangeInStringParameterNamed("agentNameId", this.agentName)) {
final String newValue = command.stringValueOfParameterNamed("agentNameId");
actualChanges.put("agentNameId", newValue);
this.agentName = newValue;
}
if (command.isChangeInStringParameterNamed("agentAddress1", this.agentAddress1)) {
final String newValue = command.stringValueOfParameterNamed("agentAddress1");
actualChanges.put("agentAddress1", newValue);
this.agentAddress1 = newValue;
}
if (command.isChangeInStringParameterNamed("agentAddress2", this.agentAddress2)) {
final String newValue = command.stringValueOfParameterNamed("agentAddress2");
actualChanges.put("agentAddress2", newValue);
this.agentAddress2 = StringUtils.defaultIfEmpty(newValue, null);
}
if (command.isChangeInStringParameterNamed("agentCity", this.agentCity)) {
final String newValue = command.stringValueOfParameterNamed("agentCity");
actualChanges.put("agentCity", newValue);
this.agentCity = newValue;
}
if (command.isChangeInStringParameterNamed("agentPinCode", this.agentPinCode)) {
final String newValue = command.stringValueOfParameterNamed("agentPinCode");
actualChanges.put("agentPinCode", newValue);
this.agentPinCode = newValue;
}
if (command.isChangeInStringParameterNamed("agentTelephone", this.agentTelephone)) {
final String newValue = command.stringValueOfParameterNamed("agentTelephone");
actualChanges.put("agentTelephone", newValue);
this.agentTelephone = StringUtils.defaultIfEmpty(newValue, null);
}
if (command.isChangeInStringParameterNamed("agentSavingAccountType", this.agentSavingAccountType)) {
final String newValue = command.stringValueOfParameterNamed("agentSavingAccountType");
actualChanges.put("agentSavingAccountType", newValue);
this.agentSavingAccountType = newValue;
}
if (command.isChangeInStringParameterNamed("agentSavingAccountNo", this.agentSavingAccountNo)) {
final String newValue = command.stringValueOfParameterNamed("agentSavingAccountNo");
actualChanges.put("agentSavingAccountNo", newValue);
this.agentSavingAccountNo = newValue;
}
if (command.isChangeInDateParameterNamed("agentOpeningDate", this.agentOpeningDate)) {
actualChanges.put("agentOpeningDate", command.stringValueOfParameterNamed("agentOpeningDate"));
this.agentOpeningDate = command.localDateValueOfParameterNamed("agentOpeningDate");
}
if (command.isChangeInDateParameterNamed("agentBirthDate", this.agentBirthDate)) {
actualChanges.put("agentBirthDate", command.stringValueOfParameterNamed("agentBirthDate"));
this.agentBirthDate = command.localDateValueOfParameterNamed("agentBirthDate");
}
stringChange(command, actualChanges, "homeBranch", this.homeBranch, v -> this.homeBranch = v);
stringChange(command, actualChanges, "savingBranch", this.savingBranch, v -> this.savingBranch = v);
if (command.isChangeInBooleanParameterNamed("tdsApplicable", this.tdsApplicable)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("tdsApplicable");
actualChanges.put("tdsApplicable", newValue);
this.tdsApplicable = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("tdsPercent", this.tdsPercent)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("tdsPercent");
actualChanges.put("tdsPercent", newValue);
this.tdsPercent = newValue;
}
stringChange(command, actualChanges, "transferBranch", this.transferBranch,
v -> this.transferBranch = StringUtils.defaultIfEmpty(v, null));
stringChange(command, actualChanges, "transferAmountAccountType", this.transferAmountAccountType,
v -> this.transferAmountAccountType = StringUtils.defaultIfEmpty(v, null));
stringChange(command, actualChanges, "transferAccountNo", this.transferAccountNo,
v -> this.transferAccountNo = StringUtils.defaultIfEmpty(v, null));
if (command.isChangeInBooleanParameterNamed("commissionCalculation", this.commissionCalculation)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("commissionCalculation");
actualChanges.put("commissionCalculation", newValue);
this.commissionCalculation = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("limit", this.limitAmount)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("limit");
actualChanges.put("limit", newValue);
this.limitAmount = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("machineRent", this.machineRent)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("machineRent");
actualChanges.put("machineRent", newValue);
this.machineRent = newValue;
}
stringChange(command, actualChanges, "agentSecurityBranch", this.agentSecurityBranch,
v -> this.agentSecurityBranch = StringUtils.defaultIfEmpty(v, null));
stringChange(command, actualChanges, "agentSecurityAccountType", this.agentSecurityAccountType,
v -> this.agentSecurityAccountType = StringUtils.defaultIfEmpty(v, null));
stringChange(command, actualChanges, "agentSecurityAccountNo", this.agentSecurityAccountNo,
v -> this.agentSecurityAccountNo = StringUtils.defaultIfEmpty(v, null));
if (command.isChangeInBigDecimalParameterNamed("otherCommission", this.otherCommission)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("otherCommission");
actualChanges.put("otherCommission", newValue);
this.otherCommission = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("agentDeposit", this.agentDeposit)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("agentDeposit");
actualChanges.put("agentDeposit", newValue);
this.agentDeposit = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("festivalAdvance", this.festivalAdvance)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("festivalAdvance");
actualChanges.put("festivalAdvance", newValue);
this.festivalAdvance = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("otherDeduction", this.otherDeduction)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("otherDeduction");
actualChanges.put("otherDeduction", newValue);
this.otherDeduction = newValue;
}
return actualChanges;
}
private void stringChange(final JsonCommand command, final Map<String, Object> actualChanges, final String paramName,
final String existingValue, final java.util.function.Consumer<String> setter) {
if (command.isChangeInStringParameterNamed(paramName, existingValue)) {
final String newValue = command.stringValueOfParameterNamed(paramName);
actualChanges.put(paramName, newValue);
setter.accept(newValue);
}
}
}
@@ -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.organisation.agent.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.Table;
import lombok.Getter;
import org.apache.commons.lang3.StringUtils;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
/**
* A single guarantor recorded against an {@link Agent} (or, reused with the same shape, against a
* SubAgent). Always created/replaced as part of its parent agent's own create/update command - it has
* no independent API of its own.
*/
@Getter
@Entity
@Table(name = "m_dds_agent_guarantor")
public class AgentGuarantor extends AbstractPersistableCustom<Long> {
@ManyToOne
@JoinColumn(name = "agent_id", nullable = false)
private Agent agent;
@Column(name = "client_id", nullable = false)
private Long clientId;
@Column(name = "guarantor_name", length = 100, nullable = false)
private String guarantorName;
@Column(name = "address1", length = 200, nullable = false)
private String address1;
@Column(name = "address2", length = 200)
private String address2;
@Column(name = "city", length = 100, nullable = false)
private String city;
@Column(name = "pin_code", length = 20, nullable = false)
private String pinCode;
@Column(name = "telephone", length = 20)
private String telephone;
protected AgentGuarantor() {
//
}
public AgentGuarantor(final Long clientId, final String guarantorName, final String address1, final String address2,
final String city, final String pinCode, final String telephone) {
this.clientId = clientId;
this.guarantorName = guarantorName;
this.address1 = address1;
this.address2 = StringUtils.defaultIfEmpty(address2, null);
this.city = city;
this.pinCode = pinCode;
this.telephone = StringUtils.defaultIfEmpty(telephone, null);
}
void setAgent(final Agent agent) {
this.agent = agent;
}
}
@@ -0,0 +1,66 @@
/**
* 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.organisation.agent.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.Table;
import java.math.BigDecimal;
import java.time.LocalDate;
import lombok.Getter;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
/**
* One row of an Agent's time-bound collection-limit history (From Date / To Date / Limit) - an
* Agent's authorized collection limit can change over time and every change is kept, not overwritten.
*/
@Getter
@Entity
@Table(name = "m_dds_agent_limit")
public class AgentLimit extends AbstractPersistableCustom<Long> {
@ManyToOne
@JoinColumn(name = "agent_id", nullable = false)
private Agent agent;
@Column(name = "from_date", nullable = false)
private LocalDate fromDate;
@Column(name = "to_date", nullable = false)
private LocalDate toDate;
@Column(name = "limit_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal limitAmount;
protected AgentLimit() {
//
}
public AgentLimit(final LocalDate fromDate, final LocalDate toDate, final BigDecimal limitAmount) {
this.fromDate = fromDate;
this.toDate = toDate;
this.limitAmount = limitAmount;
}
void setAgent(final Agent agent) {
this.agent = agent;
}
}
@@ -0,0 +1,40 @@
/**
* 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.organisation.agent.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
import org.springframework.dao.EmptyResultDataAccessException;
/**
* A {@link RuntimeException} thrown when a DDS agent resource is not found.
*/
public class AgentNotFoundException extends AbstractPlatformResourceNotFoundException {
public AgentNotFoundException(final Long id) {
super("error.msg.agent.id.invalid", "Agent with identifier " + id + " does not exist", id);
}
public AgentNotFoundException(final Long id, final EmptyResultDataAccessException e) {
super("error.msg.agent.id.invalid", "Agent with identifier " + id + " does not exist", id, e);
}
public AgentNotFoundException(final String agentCode) {
super("error.msg.agent.code.invalid", "Agent with code " + agentCode + " does not exist", agentCode);
}
}
@@ -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.organisation.commissionslab.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import lombok.Builder;
import lombok.Getter;
@Getter
@Builder
public final class CommissionSlabData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final String slabType;
private final BigDecimal slabFrom;
private final BigDecimal slabTo;
private final BigDecimal commissionPercent;
}
@@ -0,0 +1,61 @@
/**
* 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.organisation.commissionslab.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.Table;
import java.math.BigDecimal;
import lombok.Getter;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
/**
* One row of the agent commission chart: an ACCOUNT slab (commission percentage on collection
* volume) or a COMMISSION slab (the override a senior agent earns on a sub-agent's commission).
* Append-only reference data, like the legacy screen it replaces - there is deliberately no update or
* delete API; a superseded slab range is retired by adding a new row, not editing history.
*/
@Getter
@Entity
@Table(name = "m_dds_commission_slab")
public class CommissionSlab extends AbstractPersistableCustom<Long> {
@Column(name = "slab_type", length = 20, nullable = false)
private String slabType;
@Column(name = "slab_from", scale = 6, precision = 19, nullable = false)
private BigDecimal slabFrom;
@Column(name = "slab_to", scale = 6, precision = 19, nullable = false)
private BigDecimal slabTo;
@Column(name = "commission_percent", scale = 6, precision = 19, nullable = false)
private BigDecimal commissionPercent;
protected CommissionSlab() {
//
}
public CommissionSlab(final String slabType, final BigDecimal slabFrom, final BigDecimal slabTo, final BigDecimal commissionPercent) {
this.slabType = slabType;
this.slabFrom = slabFrom;
this.slabTo = slabTo;
this.commissionPercent = commissionPercent;
}
}
@@ -0,0 +1,50 @@
/**
* 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.dds.batch.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.Collection;
import lombok.Builder;
import lombok.Getter;
@Getter
@Builder(toBuilder = true)
public final class BatchRunData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final String jobType;
private final String branchScope;
private final LocalDate jobDate;
private final Long agentFrom;
private final Long agentTo;
private final Long partyFrom;
private final Long partyTo;
private final String status;
private final Integer totalRows;
private final BigDecimal totalAmount;
private final LocalDate generatedOnDate;
private final LocalDate postedOnDate;
private final Collection<BatchRunRowData> rows;
}
@@ -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.
*/
package org.apache.fineract.portfolio.dds.batch.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import lombok.Builder;
import lombok.Getter;
@Getter
@Builder
public final class BatchRunRowData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final Long partyId;
private final String partyCode;
private final String partyName;
private final Long agentId;
private final String agentCode;
private final BigDecimal amount;
}
@@ -0,0 +1,122 @@
/**
* 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.dds.batch.domain;
import jakarta.persistence.CascadeType;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.FetchType;
import jakarta.persistence.OneToMany;
import jakarta.persistence.OrderBy;
import jakarta.persistence.Table;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.List;
import lombok.Getter;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
/**
* One Calculate-then-Post batch run - the deliberate two-step control from the legacy Interest Part
* menu (Interest Calculation -> Interest Posting, OD Interest Calculation -> OD Interest Posting,
* Commission Calculation -> Commission Posting): a run is generated (rows computed and saved as a
* preview, nothing else changes), then posted (a separate, explicit step that applies exactly the
* rows that were previewed - never a fresh recalculation, so what gets applied is always what was
* seen).
*/
@Getter
@Entity
@Table(name = "m_dds_batch_run")
public class BatchRun extends AbstractPersistableCustom<Long> {
@Column(name = "job_type", length = 40, nullable = false)
private String jobType;
@Column(name = "branch_scope", length = 20, nullable = false)
private String branchScope;
@Column(name = "job_date", nullable = false)
private LocalDate jobDate;
@Column(name = "agent_from", nullable = false)
private Long agentFrom;
@Column(name = "agent_to", nullable = false)
private Long agentTo;
@Column(name = "party_from")
private Long partyFrom;
@Column(name = "party_to")
private Long partyTo;
@Column(name = "status", length = 20, nullable = false)
private String status;
@Column(name = "total_rows", nullable = false)
private Integer totalRows;
@Column(name = "total_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal totalAmount;
@Column(name = "generated_on_date", nullable = false)
private LocalDate generatedOnDate;
@Column(name = "posted_on_date")
private LocalDate postedOnDate;
@OneToMany(mappedBy = "batchRun", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
@OrderBy("id")
private List<BatchRunRow> rows = new ArrayList<>();
protected BatchRun() {
//
}
public BatchRun(final String jobType, final String branchScope, final LocalDate jobDate, final Long agentFrom,
final Long agentTo, final Long partyFrom, final Long partyTo, final LocalDate generatedOnDate) {
this.jobType = jobType;
this.branchScope = branchScope;
this.jobDate = jobDate;
this.agentFrom = agentFrom;
this.agentTo = agentTo;
this.partyFrom = partyFrom;
this.partyTo = partyTo;
this.status = "CALCULATED";
this.totalRows = 0;
this.totalAmount = BigDecimal.ZERO;
this.generatedOnDate = generatedOnDate;
}
public void addRow(final BatchRunRow row) {
row.setBatchRun(this);
this.rows.add(row);
this.totalRows = this.rows.size();
this.totalAmount = this.totalAmount.add(row.getAmount());
}
public boolean isPosted() {
return "POSTED".equals(this.status);
}
public void markPosted(final LocalDate postedOnDate) {
this.status = "POSTED";
this.postedOnDate = postedOnDate;
}
}
@@ -0,0 +1,65 @@
/**
* 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.dds.batch.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.Table;
import java.math.BigDecimal;
import lombok.Getter;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
/**
* One previewed/posted line of a {@link BatchRun}: for an interest job, one Party's accrued interest;
* for a commission job, one Agent's commission on their collected volume (partyId is null there).
*/
@Getter
@Entity
@Table(name = "m_dds_batch_run_row")
public class BatchRunRow extends AbstractPersistableCustom<Long> {
@ManyToOne
@JoinColumn(name = "batch_run_id", nullable = false)
private BatchRun batchRun;
@Column(name = "party_id")
private Long partyId;
@Column(name = "agent_id", nullable = false)
private Long agentId;
@Column(name = "amount", scale = 6, precision = 19, nullable = false)
private BigDecimal amount;
protected BatchRunRow() {
//
}
public BatchRunRow(final Long partyId, final Long agentId, final BigDecimal amount) {
this.partyId = partyId;
this.agentId = agentId;
this.amount = amount;
}
void setBatchRun(final BatchRun batchRun) {
this.batchRun = batchRun;
}
}
@@ -0,0 +1,32 @@
/**
* 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.dds.batch.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
/**
* Thrown when Post is attempted on a batch run that has already been posted - a run applies once,
* matching the calculate-then-post safety control (never re-post the same preview).
*/
public class BatchRunAlreadyPostedException extends AbstractPlatformDomainRuleException {
public BatchRunAlreadyPostedException(final Long batchRunId) {
super("error.msg.ddsbatchrun.already.posted", "DDS batch run " + batchRunId + " has already been posted", batchRunId);
}
}
@@ -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.dds.batch.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
public class BatchRunNotFoundException extends AbstractPlatformResourceNotFoundException {
public BatchRunNotFoundException(final Long id) {
super("error.msg.ddsbatchrun.id.invalid", "DDS batch run with identifier " + id + " does not exist", id);
}
}
@@ -0,0 +1,107 @@
/**
* 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.dds.party.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.Collection;
import lombok.Builder;
import lombok.Getter;
/**
* Immutable data object representing a DDS Party (customer scheme account), including its nominees.
* Built via the Lombok builder rather than a long positional constructor - the field count here makes
* positional args unreadable and error-prone to keep in sync.
*/
@Getter
@Builder(toBuilder = true)
public final class PartyData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final Long clientId;
private final String clientName;
private final Long agentId;
private final String agentCode;
private final String agentName;
private final Long savingsAccountId;
private final String subType;
private final String partyCode;
private final String lastAccount;
private final Boolean nominal;
private final String aadharNo;
private final String partyName;
private final String partyName1;
private final String address1;
private final String address2;
private final String address3;
private final String city;
private final String pincode;
private final String gender;
private final String panCardNo;
private final String telephone;
private final String mobileNoSms;
private final String operation;
private final LocalDate birthDate;
private final String occupation;
private final String risk;
private final String ckycId;
private final String adultMinor;
private final LocalDate minorDate;
private final Long guardianClientId;
private final String minAccountOpt;
private final String relation;
private final LocalDate openingDate;
private final Integer month;
private final LocalDate maturityDate;
private final LocalDate reopenDate;
private final BigDecimal depositAmount;
private final BigDecimal dailyDepositAmount;
private final Integer days;
private final String ledgerNo;
private final BigDecimal maturityAmount;
private final BigDecimal interestRate;
private final String withdrawType;
private final Boolean od1Flag;
private final Boolean od2Flag;
private final Boolean lien;
private final LocalDate payDate;
private final BigDecimal paymentAmount;
private final BigDecimal currentBalance;
private final BigDecimal openingBalance;
private final Boolean isSmsActive;
private final Boolean isEmailActive;
private final BigDecimal interestCalc;
private final LocalDate interestDate;
private final String spDescription;
private final String freezeCode;
private final String advCode;
private final String creditToBranch;
private final String creditToAccountType;
private final String creditToAccount;
private final Boolean nomineeApplicable;
private final String nomineeSplitMode;
private final String status;
private final LocalDate closeDate;
private final Collection<PartyNomineeData> nominees;
}
@@ -0,0 +1,59 @@
/**
* 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.dds.party.data;
import java.io.Serial;
import java.io.Serializable;
import java.time.LocalDate;
import lombok.Getter;
@Getter
public final class PartyNomineeData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final LocalDate nominationDate;
private final String name;
private final String mobileNo;
private final LocalDate birthDate;
private final Boolean minor;
private final String relation;
private final String gender;
private final String guardianName;
public static PartyNomineeData instance(final Long id, final LocalDate nominationDate, final String name, final String mobileNo,
final LocalDate birthDate, final Boolean minor, final String relation, final String gender, final String guardianName) {
return new PartyNomineeData(id, nominationDate, name, mobileNo, birthDate, minor, relation, gender, guardianName);
}
private PartyNomineeData(final Long id, final LocalDate nominationDate, final String name, final String mobileNo,
final LocalDate birthDate, final Boolean minor, final String relation, final String gender, final String guardianName) {
this.id = id;
this.nominationDate = nominationDate;
this.name = name;
this.mobileNo = mobileNo;
this.birthDate = birthDate;
this.minor = minor;
this.relation = relation;
this.gender = gender;
this.guardianName = guardianName;
}
}
@@ -0,0 +1,569 @@
/**
* 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.dds.party.domain;
import jakarta.persistence.CascadeType;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.FetchType;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.OneToMany;
import jakarta.persistence.OrderBy;
import jakarta.persistence.Table;
import jakarta.persistence.UniqueConstraint;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Map;
import java.util.function.Consumer;
import lombok.Getter;
import org.apache.commons.lang3.StringUtils;
import org.apache.fineract.infrastructure.core.api.JsonCommand;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
import org.apache.fineract.organisation.agent.domain.Agent;
import org.apache.fineract.portfolio.client.domain.Client;
/**
* A DDS Party - the customer's daily-deposit scheme account, linked to the Agent who collects for it.
* Carries the scheme's KYC, terms and two-stage overdue flags, plus a nominee list.
*
* The underlying RD (recurring deposit) account this scheme conceptually reuses is not wired up yet -
* {@code savingsAccountId} is a nullable placeholder for that future linkage (see the DDS architecture
* decision to reuse the RD engine for the deposit half). Until then the scheme/balance fields below
* are this record's own, not mirrored from any m_savings_account row.
*/
@Getter
@Entity
@Table(name = "m_dds_party", uniqueConstraints = { @UniqueConstraint(columnNames = { "party_code" }, name = "party_code_UNIQUE") })
public class Party extends AbstractPersistableCustom<Long> {
/** DDS accounts carry a flat interest rate unless the officer explicitly overrides it at creation. */
private static final BigDecimal DEFAULT_INTEREST_RATE = new BigDecimal("2");
public static final String STATUS_ACTIVE = "ACTIVE";
public static final String STATUS_CLOSED = "CLOSED";
@ManyToOne
@JoinColumn(name = "client_id", nullable = false)
private Client client;
@ManyToOne
@JoinColumn(name = "agent_id", nullable = false)
private Agent agent;
@Column(name = "savings_account_id")
private Long savingsAccountId;
@Column(name = "sub_type", length = 60, nullable = false)
private String subType;
@Column(name = "party_code", length = 20, nullable = false)
private String partyCode;
@Column(name = "last_account", length = 50)
private String lastAccount;
@Column(name = "nominal", nullable = false)
private boolean nominal;
@Column(name = "aadhar_no", length = 20)
private String aadharNo;
@Column(name = "party_name", length = 100, nullable = false)
private String partyName;
@Column(name = "party_name1", length = 100)
private String partyName1;
@Column(name = "address1", length = 200, nullable = false)
private String address1;
@Column(name = "address2", length = 200)
private String address2;
@Column(name = "address3", length = 200)
private String address3;
@Column(name = "city", length = 100, nullable = false)
private String city;
@Column(name = "pincode", length = 20, nullable = false)
private String pincode;
@Column(name = "gender", length = 20)
private String gender;
@Column(name = "pan_card_no", length = 20)
private String panCardNo;
@Column(name = "telephone", length = 20)
private String telephone;
@Column(name = "mobile_no_sms", length = 20, nullable = false)
private String mobileNoSms;
@Column(name = "operation", length = 20, nullable = false)
private String operation;
@Column(name = "birth_date")
private LocalDate birthDate;
@Column(name = "occupation", length = 40)
private String occupation;
@Column(name = "risk", length = 20)
private String risk;
@Column(name = "ckyc_id", length = 40)
private String ckycId;
@Column(name = "adult_minor", length = 20, nullable = false)
private String adultMinor;
@Column(name = "minor_date")
private LocalDate minorDate;
@Column(name = "guardian_client_id")
private Long guardianClientId;
@Column(name = "min_account_opt", length = 40)
private String minAccountOpt;
@Column(name = "relation", length = 40)
private String relation;
@Column(name = "opening_date", nullable = false)
private LocalDate openingDate;
@Column(name = "months")
private Integer month;
@Column(name = "maturity_date")
private LocalDate maturityDate;
@Column(name = "reopen_date")
private LocalDate reopenDate;
@Column(name = "deposit_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal depositAmount;
@Column(name = "daily_deposit_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal dailyDepositAmount;
@Column(name = "days", nullable = false)
private Integer days;
@Column(name = "ledger_no", length = 40)
private String ledgerNo;
@Column(name = "maturity_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal maturityAmount;
@Column(name = "interest_rate", scale = 6, precision = 19, nullable = false)
private BigDecimal interestRate;
@Column(name = "withdraw_type", length = 20)
private String withdrawType;
@Column(name = "od1_flag", nullable = false)
private boolean od1Flag;
@Column(name = "od2_flag", nullable = false)
private boolean od2Flag;
@Column(name = "lien", nullable = false)
private boolean lien;
@Column(name = "pay_date")
private LocalDate payDate;
@Column(name = "payment_amount", scale = 6, precision = 19, nullable = false)
private BigDecimal paymentAmount;
@Column(name = "current_balance", scale = 6, precision = 19, nullable = false)
private BigDecimal currentBalance;
@Column(name = "opening_balance", scale = 6, precision = 19, nullable = false)
private BigDecimal openingBalance;
@Column(name = "is_sms_active", nullable = false)
private boolean isSmsActive;
@Column(name = "is_email_active", nullable = false)
private boolean isEmailActive;
@Column(name = "interest_calc", scale = 6, precision = 19, nullable = false)
private BigDecimal interestCalc;
@Column(name = "interest_date")
private LocalDate interestDate;
@Column(name = "sp_description", length = 500)
private String spDescription;
@Column(name = "freeze_code", length = 20, nullable = false)
private String freezeCode;
@Column(name = "adv_code", length = 40, nullable = false)
private String advCode;
@Column(name = "credit_to_branch", length = 100)
private String creditToBranch;
@Column(name = "credit_to_account_type", length = 100)
private String creditToAccountType;
@Column(name = "credit_to_account", length = 50)
private String creditToAccount;
@Column(name = "nominee_applicable", nullable = false)
private boolean nomineeApplicable;
@Column(name = "nominee_split_mode", length = 20)
private String nomineeSplitMode;
@Column(name = "status", length = 20, nullable = false)
private String status;
@Column(name = "close_date")
private LocalDate closeDate;
@OneToMany(mappedBy = "party", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
@OrderBy("id")
private List<PartyNominee> nominees = new ArrayList<>();
protected Party() {
//
}
private Party(final Client client, final Agent agent, final String partyCode, final JsonCommand command) {
this.client = client;
this.agent = agent;
this.partyCode = partyCode;
this.subType = command.stringValueOfParameterNamed("subType");
this.lastAccount = command.stringValueOfParameterNamedAllowingNull("lastAccount");
this.nominal = command.booleanPrimitiveValueOfParameterNamed("nominal");
this.aadharNo = command.stringValueOfParameterNamedAllowingNull("aadharNo");
this.partyName = command.stringValueOfParameterNamed("partyName");
this.partyName1 = command.stringValueOfParameterNamedAllowingNull("partyName1");
this.address1 = command.stringValueOfParameterNamed("address1");
this.address2 = command.stringValueOfParameterNamedAllowingNull("address2");
this.address3 = command.stringValueOfParameterNamedAllowingNull("address3");
this.city = command.stringValueOfParameterNamed("city");
this.pincode = command.stringValueOfParameterNamed("pincode");
this.gender = command.stringValueOfParameterNamedAllowingNull("gender");
this.panCardNo = command.stringValueOfParameterNamedAllowingNull("panCardNo");
this.telephone = command.stringValueOfParameterNamedAllowingNull("telephone");
this.mobileNoSms = command.stringValueOfParameterNamed("mobileNoSms");
this.operation = command.stringValueOfParameterNamed("operation");
this.birthDate = command.localDateValueOfParameterNamed("birthDate");
this.occupation = command.stringValueOfParameterNamedAllowingNull("occupation");
this.risk = command.stringValueOfParameterNamedAllowingNull("risk");
this.ckycId = command.stringValueOfParameterNamedAllowingNull("ckycId");
this.adultMinor = command.stringValueOfParameterNamed("adultMinor");
this.minorDate = command.localDateValueOfParameterNamed("minorDate");
this.guardianClientId = command.longValueOfParameterNamed("guardianClientId");
this.minAccountOpt = command.stringValueOfParameterNamedAllowingNull("minAccountOpt");
this.relation = command.stringValueOfParameterNamedAllowingNull("relation");
this.openingDate = command.localDateValueOfParameterNamed("openingDate");
this.month = command.integerValueOfParameterNamedDefaultToNullIfZero("month");
this.maturityDate = command.localDateValueOfParameterNamed("maturityDate");
this.reopenDate = command.localDateValueOfParameterNamed("reopenDate");
this.depositAmount = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("depositAmount"));
this.dailyDepositAmount = command.bigDecimalValueOfParameterNamed("dailyDepositAmount");
this.days = command.integerValueOfParameterNamed("days");
this.ledgerNo = command.stringValueOfParameterNamedAllowingNull("ledgerNo");
this.maturityAmount = BigDecimal.ZERO;
this.interestRate = command.parameterExists("interestRate")
? command.bigDecimalValueOfParameterNamed("interestRate")
: DEFAULT_INTEREST_RATE;
this.withdrawType = command.stringValueOfParameterNamedAllowingNull("withdrawType");
this.od1Flag = false;
this.od2Flag = false;
this.lien = command.booleanPrimitiveValueOfParameterNamed("lien");
this.payDate = command.localDateValueOfParameterNamed("payDate");
this.paymentAmount = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("paymentAmount"));
this.openingBalance = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("openingBalance"));
this.currentBalance = this.openingBalance;
this.isSmsActive = command.booleanPrimitiveValueOfParameterNamed("isSmsActive");
this.isEmailActive = command.booleanPrimitiveValueOfParameterNamed("isEmailActive");
this.interestCalc = BigDecimal.ZERO;
this.interestDate = command.localDateValueOfParameterNamed("interestDate");
this.spDescription = command.stringValueOfParameterNamedAllowingNull("spDescription");
this.freezeCode = StringUtils.defaultIfBlank(command.stringValueOfParameterNamedAllowingNull("freezeCode"), "Normal");
this.advCode = StringUtils.defaultIfBlank(command.stringValueOfParameterNamedAllowingNull("advCode"), "None");
this.creditToBranch = command.stringValueOfParameterNamedAllowingNull("creditToBranch");
this.creditToAccountType = command.stringValueOfParameterNamedAllowingNull("creditToAccountType");
this.creditToAccount = command.stringValueOfParameterNamedAllowingNull("creditToAccount");
this.nomineeApplicable = command.booleanPrimitiveValueOfParameterNamed("nomineeApplicable");
this.nomineeSplitMode = StringUtils.defaultIfBlank(command.stringValueOfParameterNamedAllowingNull("nomineeSplitMode"),
"Percentage");
this.status = STATUS_ACTIVE;
}
public static Party fromJson(final Client client, final Agent agent, final String partyCode, final JsonCommand command) {
return new Party(client, agent, partyCode, command);
}
private static BigDecimal orZero(final BigDecimal value) {
return value == null ? BigDecimal.ZERO : value;
}
public void addNominee(final PartyNominee nominee) {
nominee.setParty(this);
this.nominees.add(nominee);
}
public void resetNominees() {
this.nominees.clear();
}
public void changeClient(final Client newClient) {
this.client = newClient;
}
public void changeAgent(final Agent newAgent) {
this.agent = newAgent;
}
/**
* Links this Party to an existing real Savings Account, resolved by account number in the write
* service. There is no unlink - once a Party's DDS scheme is tied to a real account, it stays
* tied.
*/
public void linkSavingsAccount(final Long savingsAccountId) {
this.savingsAccountId = savingsAccountId;
}
public BigDecimal credit(final BigDecimal amount) {
this.currentBalance = this.currentBalance.add(amount);
return this.currentBalance;
}
public BigDecimal debit(final BigDecimal amount) {
this.currentBalance = this.currentBalance.subtract(amount);
return this.currentBalance;
}
public boolean isClosed() {
return STATUS_CLOSED.equals(this.status);
}
/**
* Closes this Party's account as of the given date. The balance must already be zero - a Party
* is settled to zero (a full Withdraw Deposite/payout) before it is closed, not closed with money
* still owed to it.
*/
public void close(final LocalDate closeDate) {
this.status = STATUS_CLOSED;
this.closeDate = closeDate;
}
/**
* Stamps the date interest (regular or OD) was last calculated up to, so the next batch run
* accrues only the days since. Set on POST, not on calculate/preview.
*/
public void markInterestCalculatedThrough(final LocalDate date) {
this.interestDate = date;
}
public Long clientId() {
return this.client.getId();
}
public Long agentId() {
return this.agent.getId();
}
public Map<String, Object> update(final JsonCommand command) {
final Map<String, Object> actualChanges = new LinkedHashMap<>(40);
if (command.isChangeInLongParameterNamed("clientId", this.client.getId())) {
actualChanges.put("clientId", command.longValueOfParameterNamed("clientId"));
}
if (command.isChangeInLongParameterNamed("agentId", this.agent.getId())) {
actualChanges.put("agentId", command.longValueOfParameterNamed("agentId"));
}
stringChange(command, actualChanges, "subType", this.subType, v -> this.subType = v);
stringChange(command, actualChanges, "lastAccount", this.lastAccount, v -> this.lastAccount = v);
if (command.isChangeInBooleanParameterNamed("nominal", this.nominal)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("nominal");
actualChanges.put("nominal", newValue);
this.nominal = newValue;
}
stringChange(command, actualChanges, "aadharNo", this.aadharNo, v -> this.aadharNo = v);
stringChange(command, actualChanges, "partyName", this.partyName, v -> this.partyName = v);
stringChange(command, actualChanges, "partyName1", this.partyName1, v -> this.partyName1 = v);
stringChange(command, actualChanges, "address1", this.address1, v -> this.address1 = v);
stringChange(command, actualChanges, "address2", this.address2, v -> this.address2 = v);
stringChange(command, actualChanges, "address3", this.address3, v -> this.address3 = v);
stringChange(command, actualChanges, "city", this.city, v -> this.city = v);
stringChange(command, actualChanges, "pincode", this.pincode, v -> this.pincode = v);
stringChange(command, actualChanges, "gender", this.gender, v -> this.gender = v);
stringChange(command, actualChanges, "panCardNo", this.panCardNo, v -> this.panCardNo = v);
stringChange(command, actualChanges, "telephone", this.telephone, v -> this.telephone = v);
stringChange(command, actualChanges, "mobileNoSms", this.mobileNoSms, v -> this.mobileNoSms = v);
stringChange(command, actualChanges, "operation", this.operation, v -> this.operation = v);
if (command.isChangeInDateParameterNamed("birthDate", this.birthDate)) {
actualChanges.put("birthDate", command.stringValueOfParameterNamed("birthDate"));
this.birthDate = command.localDateValueOfParameterNamed("birthDate");
}
stringChange(command, actualChanges, "occupation", this.occupation, v -> this.occupation = v);
stringChange(command, actualChanges, "risk", this.risk, v -> this.risk = v);
stringChange(command, actualChanges, "ckycId", this.ckycId, v -> this.ckycId = v);
stringChange(command, actualChanges, "adultMinor", this.adultMinor, v -> this.adultMinor = v);
if (command.isChangeInDateParameterNamed("minorDate", this.minorDate)) {
actualChanges.put("minorDate", command.stringValueOfParameterNamed("minorDate"));
this.minorDate = command.localDateValueOfParameterNamed("minorDate");
}
if (command.isChangeInLongParameterNamed("guardianClientId", this.guardianClientId)) {
final Long newValue = command.longValueOfParameterNamed("guardianClientId");
actualChanges.put("guardianClientId", newValue);
this.guardianClientId = newValue;
}
stringChange(command, actualChanges, "minAccountOpt", this.minAccountOpt, v -> this.minAccountOpt = v);
stringChange(command, actualChanges, "relation", this.relation, v -> this.relation = v);
if (command.isChangeInDateParameterNamed("openingDate", this.openingDate)) {
actualChanges.put("openingDate", command.stringValueOfParameterNamed("openingDate"));
this.openingDate = command.localDateValueOfParameterNamed("openingDate");
}
if (command.isChangeInIntegerParameterNamed("month", this.month)) {
final Integer newValue = command.integerValueOfParameterNamed("month");
actualChanges.put("month", newValue);
this.month = newValue;
}
if (command.isChangeInDateParameterNamed("maturityDate", this.maturityDate)) {
actualChanges.put("maturityDate", command.stringValueOfParameterNamed("maturityDate"));
this.maturityDate = command.localDateValueOfParameterNamed("maturityDate");
}
if (command.isChangeInDateParameterNamed("reopenDate", this.reopenDate)) {
actualChanges.put("reopenDate", command.stringValueOfParameterNamed("reopenDate"));
this.reopenDate = command.localDateValueOfParameterNamed("reopenDate");
}
if (command.isChangeInBigDecimalParameterNamed("depositAmount", this.depositAmount)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("depositAmount");
actualChanges.put("depositAmount", newValue);
this.depositAmount = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("dailyDepositAmount", this.dailyDepositAmount)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("dailyDepositAmount");
actualChanges.put("dailyDepositAmount", newValue);
this.dailyDepositAmount = newValue;
}
if (command.isChangeInIntegerParameterNamed("days", this.days)) {
final Integer newValue = command.integerValueOfParameterNamed("days");
actualChanges.put("days", newValue);
this.days = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("interestRate", this.interestRate)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("interestRate");
actualChanges.put("interestRate", newValue);
this.interestRate = newValue;
}
stringChange(command, actualChanges, "ledgerNo", this.ledgerNo, v -> this.ledgerNo = v);
stringChange(command, actualChanges, "withdrawType", this.withdrawType, v -> this.withdrawType = v);
if (command.isChangeInBooleanParameterNamed("lien", this.lien)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("lien");
actualChanges.put("lien", newValue);
this.lien = newValue;
}
if (command.isChangeInDateParameterNamed("payDate", this.payDate)) {
actualChanges.put("payDate", command.stringValueOfParameterNamed("payDate"));
this.payDate = command.localDateValueOfParameterNamed("payDate");
}
if (command.isChangeInBigDecimalParameterNamed("paymentAmount", this.paymentAmount)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("paymentAmount");
actualChanges.put("paymentAmount", newValue);
this.paymentAmount = newValue;
}
if (command.isChangeInBigDecimalParameterNamed("openingBalance", this.openingBalance)) {
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("openingBalance");
actualChanges.put("openingBalance", newValue);
this.openingBalance = newValue;
}
if (command.isChangeInBooleanParameterNamed("isSmsActive", this.isSmsActive)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("isSmsActive");
actualChanges.put("isSmsActive", newValue);
this.isSmsActive = newValue;
}
if (command.isChangeInBooleanParameterNamed("isEmailActive", this.isEmailActive)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("isEmailActive");
actualChanges.put("isEmailActive", newValue);
this.isEmailActive = newValue;
}
if (command.isChangeInDateParameterNamed("interestDate", this.interestDate)) {
actualChanges.put("interestDate", command.stringValueOfParameterNamed("interestDate"));
this.interestDate = command.localDateValueOfParameterNamed("interestDate");
}
stringChange(command, actualChanges, "spDescription", this.spDescription, v -> this.spDescription = v);
stringChange(command, actualChanges, "freezeCode", this.freezeCode, v -> this.freezeCode = v);
stringChange(command, actualChanges, "advCode", this.advCode, v -> this.advCode = v);
stringChange(command, actualChanges, "creditToBranch", this.creditToBranch, v -> this.creditToBranch = v);
stringChange(command, actualChanges, "creditToAccountType", this.creditToAccountType, v -> this.creditToAccountType = v);
stringChange(command, actualChanges, "creditToAccount", this.creditToAccount, v -> this.creditToAccount = v);
if (command.isChangeInBooleanParameterNamed("nomineeApplicable", this.nomineeApplicable)) {
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("nomineeApplicable");
actualChanges.put("nomineeApplicable", newValue);
this.nomineeApplicable = newValue;
}
stringChange(command, actualChanges, "nomineeSplitMode", this.nomineeSplitMode, v -> this.nomineeSplitMode = v);
return actualChanges;
}
private void stringChange(final JsonCommand command, final Map<String, Object> actualChanges, final String paramName,
final String existingValue, final Consumer<String> setter) {
if (command.isChangeInStringParameterNamed(paramName, existingValue)) {
final String newValue = command.stringValueOfParameterNamed(paramName);
actualChanges.put(paramName, newValue);
setter.accept(newValue);
}
}
}
@@ -0,0 +1,88 @@
/**
* 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.dds.party.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.Table;
import java.time.LocalDate;
import lombok.Getter;
import org.apache.commons.lang3.StringUtils;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
/**
* A single nominee recorded against a {@link Party}. Maker-checker on nominee edits is enforced at
* the command layer (the whole Party update goes through the standard maker-checker command flow),
* not on this child row individually.
*/
@Getter
@Entity
@Table(name = "m_dds_party_nominee")
public class PartyNominee extends AbstractPersistableCustom<Long> {
@ManyToOne
@JoinColumn(name = "party_id", nullable = false)
private Party party;
@Column(name = "nomination_date", nullable = false)
private LocalDate nominationDate;
@Column(name = "name", length = 100, nullable = false)
private String name;
@Column(name = "mobile_no", length = 20)
private String mobileNo;
@Column(name = "birth_date")
private LocalDate birthDate;
@Column(name = "minor", nullable = false)
private boolean minor;
@Column(name = "relation", length = 40, nullable = false)
private String relation;
@Column(name = "gender", length = 20, nullable = false)
private String gender;
@Column(name = "guardian_name", length = 100)
private String guardianName;
protected PartyNominee() {
//
}
public PartyNominee(final LocalDate nominationDate, final String name, final String mobileNo, final LocalDate birthDate,
final boolean minor, final String relation, final String gender, final String guardianName) {
this.nominationDate = nominationDate;
this.name = name;
this.mobileNo = StringUtils.defaultIfEmpty(mobileNo, null);
this.birthDate = birthDate;
this.minor = minor;
this.relation = relation;
this.gender = gender;
this.guardianName = StringUtils.defaultIfEmpty(guardianName, null);
}
void setParty(final Party party) {
this.party = party;
}
}
@@ -0,0 +1,32 @@
/**
* 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.dds.party.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
/**
* Thrown when a Close Party command, or a Party Tran collection, targets a Party that is already
* closed.
*/
public class PartyAlreadyClosedException extends AbstractPlatformDomainRuleException {
public PartyAlreadyClosedException(final String partyCode) {
super("error.msg.party.already.closed", "Party " + partyCode + " is already closed", partyCode);
}
}
@@ -0,0 +1,32 @@
/**
* 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.dds.party.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
/**
* Thrown when a Close Party command is attempted while the Party's balance is still non-zero - the
* remaining balance must be paid out (a Withdraw Deposite to zero) before the account can be closed.
*/
public class PartyHasBalanceException extends AbstractPlatformDomainRuleException {
public PartyHasBalanceException(final String partyCode) {
super("error.msg.party.has.balance", "Party " + partyCode + " still has a non-zero balance and cannot be closed", partyCode);
}
}
@@ -0,0 +1,40 @@
/**
* 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.dds.party.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
import org.springframework.dao.EmptyResultDataAccessException;
/**
* A {@link RuntimeException} thrown when a DDS party resource is not found.
*/
public class PartyNotFoundException extends AbstractPlatformResourceNotFoundException {
public PartyNotFoundException(final Long id) {
super("error.msg.party.id.invalid", "Party with identifier " + id + " does not exist", id);
}
public PartyNotFoundException(final Long id, final EmptyResultDataAccessException e) {
super("error.msg.party.id.invalid", "Party with identifier " + id + " does not exist", id, e);
}
public PartyNotFoundException(final String partyCode) {
super("error.msg.party.code.invalid", "Party with code " + partyCode + " does not exist", partyCode);
}
}
@@ -0,0 +1,33 @@
/**
* 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.dds.party.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
/**
* Thrown when the savingsAccountNo given for a Party belongs to a different client than the Party's
* own clientId - a Party can only be linked to its own client's savings account.
*/
public class PartySavingsAccountClientMismatchException extends AbstractPlatformDomainRuleException {
public PartySavingsAccountClientMismatchException(final String savingsAccountNo) {
super("error.msg.party.savings.account.client.mismatch",
"Savings account " + savingsAccountNo + " does not belong to this party's client", savingsAccountNo);
}
}
@@ -0,0 +1,32 @@
/**
* 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.dds.party.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
/**
* Thrown when a Party's savingsAccountNo does not match any non-closed Savings Account.
*/
public class PartySavingsAccountNotFoundException extends AbstractPlatformResourceNotFoundException {
public PartySavingsAccountNotFoundException(final String savingsAccountNo) {
super("error.msg.party.savings.account.not.found", "No open savings account found with account number " + savingsAccountNo,
savingsAccountNo);
}
}
@@ -0,0 +1,45 @@
/**
* 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.dds.report.data;
import java.io.Serial;
import java.io.Serializable;
import java.util.List;
import java.util.Map;
import lombok.Builder;
import lombok.Getter;
/**
* A generic tabular result shape shared by every DDS report - one column list plus one row list, both
* keyed the same way, so a single report viewer screen can render any of them without a bespoke
* result type per report.
*/
@Getter
@Builder
public final class DdsReportData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final String reportKey;
private final boolean available;
private final String message;
private final List<String> columns;
private final List<Map<String, Object>> rows;
}
@@ -0,0 +1,52 @@
/**
* 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.dds.transaction.data;
import java.io.Serial;
import java.io.Serializable;
import java.math.BigDecimal;
import java.time.LocalDate;
import lombok.Builder;
import lombok.Getter;
@Getter
@Builder
public final class PartyTransactionData implements Serializable {
@Serial
private static final long serialVersionUID = 1L;
private final Long id;
private final Long partyId;
private final String partyCode;
private final String partyName;
private final Long agentId;
private final String agentCode;
private final LocalDate transactionDate;
private final String transactionType;
private final String direction;
private final String transactionMode;
private final String accountType;
private final String accountNo;
private final BigDecimal amount;
private final String chequeNo;
private final String tokenNo;
private final String description;
private final BigDecimal balanceAfterTransaction;
}
@@ -0,0 +1,110 @@
/**
* 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.dds.transaction.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.JoinColumn;
import jakarta.persistence.ManyToOne;
import jakarta.persistence.Table;
import java.math.BigDecimal;
import java.time.LocalDate;
import lombok.Getter;
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
import org.apache.fineract.organisation.agent.domain.Agent;
import org.apache.fineract.portfolio.dds.party.domain.Party;
/**
* A single posted entry on the DDS ledger: a Party's day's collection ("Party Tran", direction
* CREDIT), one leg of a "Withdraw Deposite" transfer between two parties (the creditor leg CREDIT,
* the debtor leg DEBIT), or an Agent's settlement of collected cash to its branch ("Agent Tran",
* direction DEBIT - no {@link Party} involved, so {@code party} is null for this type).
* {@code balanceAfterTransaction} holds the Party's balance for Party-linked rows, or the Agent's
* balance for an Agent Tran row. Immutable once posted - like any transaction, it is reversed with
* an opposing entry, not edited, so there is deliberately no update API for this entity.
*/
@Getter
@Entity
@Table(name = "m_dds_party_transaction")
public class PartyTransaction extends AbstractPersistableCustom<Long> {
@ManyToOne
@JoinColumn(name = "party_id")
private Party party;
@ManyToOne
@JoinColumn(name = "agent_id", nullable = false)
private Agent agent;
@Column(name = "transaction_date", nullable = false)
private LocalDate transactionDate;
@Column(name = "transaction_type", length = 30, nullable = false)
private String transactionType;
@Column(name = "direction", length = 10, nullable = false)
private String direction;
@Column(name = "transaction_mode", length = 20)
private String transactionMode;
@Column(name = "account_type", length = 100)
private String accountType;
@Column(name = "account_no", length = 50)
private String accountNo;
@Column(name = "amount", scale = 6, precision = 19, nullable = false)
private BigDecimal amount;
@Column(name = "cheque_no", length = 40)
private String chequeNo;
@Column(name = "token_no", length = 40)
private String tokenNo;
@Column(name = "description", length = 500)
private String description;
@Column(name = "balance_after_transaction", scale = 6, precision = 19, nullable = false)
private BigDecimal balanceAfterTransaction;
protected PartyTransaction() {
//
}
public PartyTransaction(final Party party, final Agent agent, final LocalDate transactionDate, final String transactionType,
final String direction, final String transactionMode, final String accountType, final String accountNo,
final BigDecimal amount, final String chequeNo, final String tokenNo, final String description,
final BigDecimal balanceAfterTransaction) {
this.party = party;
this.agent = agent;
this.transactionDate = transactionDate;
this.transactionType = transactionType;
this.direction = direction;
this.transactionMode = transactionMode;
this.accountType = accountType;
this.accountNo = accountNo;
this.amount = amount;
this.chequeNo = chequeNo;
this.tokenNo = tokenNo;
this.description = description;
this.balanceAfterTransaction = balanceAfterTransaction;
}
}
@@ -0,0 +1,33 @@
/**
* 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.dds.transaction.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
/**
* Thrown when an Agent Tran settlement amount exceeds the Agent's current (collected but not yet
* settled) balance.
*/
public class InsufficientAgentBalanceException extends AbstractPlatformDomainRuleException {
public InsufficientAgentBalanceException(final String agentCode) {
super("error.msg.agent.insufficient.balance",
"Agent " + agentCode + " does not have sufficient collected balance for this settlement", agentCode);
}
}
@@ -0,0 +1,32 @@
/**
* 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.dds.transaction.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
/**
* Thrown when a Withdraw Deposite transfer would take the debtor Party's balance below zero.
*/
public class InsufficientPartyBalanceException extends AbstractPlatformDomainRuleException {
public InsufficientPartyBalanceException(final String partyCode) {
super("error.msg.party.insufficient.balance", "Party " + partyCode + " does not have sufficient balance for this transfer",
partyCode);
}
}
@@ -0,0 +1,32 @@
/**
* 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.dds.transaction.exception;
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
import org.springframework.dao.EmptyResultDataAccessException;
/**
* A {@link RuntimeException} thrown when a DDS party transaction resource is not found.
*/
public class PartyTransactionNotFoundException extends AbstractPlatformResourceNotFoundException {
public PartyTransactionNotFoundException(final Long id, final EmptyResultDataAccessException e) {
super("error.msg.partytransaction.id.invalid", "Party transaction with identifier " + id + " does not exist", id, e);
}
}
@@ -275,6 +275,7 @@ public class SavingsApiConstants {
// Additional custom fields
public static final String balanceFrequencyParamName = "balanceFrequency";
public static final String accountClosedZeroBalanceInDayClosingParamName = "accountClosedZeroBalanceInDayClosing";
public static final String productCategoryParamName = "productCategory";
// Current Product — new UI fields
public static final String balanceSwapOptionParamName = "balanceSwapOption";
@@ -144,6 +144,7 @@ public final class SavingsProductData implements Serializable {
@Getter @Setter private Boolean enableLockinPeriod;
@Getter @Setter private String balanceFrequency;
@Getter @Setter private Boolean accountClosedZeroBalanceInDayClosing;
@Getter @Setter private String productCategory;
// New current product fields
@Getter @Setter private Boolean balanceSwapOption;