update fd account

2026-05-07 10:56:29 +05:30
parent 4735111a4f
commit 407d567175
4 changed files with 751 additions and 29132 deletions
@@ -24,6 +24,7 @@ import java.util.Collection;
 import lombok.Getter;
 import org.apache.commons.lang3.builder.EqualsBuilder;
 import org.apache.commons.lang3.builder.HashCodeBuilder;
+import org.apache.fineract.infrastructure.codes.data.CodeValueData;
 import org.apache.fineract.infrastructure.core.data.EnumOptionData;
 import org.apache.fineract.organisation.monetary.data.CurrencyData;
 import org.apache.fineract.organisation.staff.data.StaffData;
@@ -73,6 +74,48 @@ public final class FixedDepositAccountData extends DepositAccountData {
    private Collection<PaymentTypeData> paymentTypeOptions;
    private final Collection<EnumOptionData> maturityInstructionOptions;

+    // CBS product/account fields used by the FD UI
+    private String accountType;
+    private String customerSegment;
+    private String fdType;
+    private Collection<CodeValueData> accountTypeOptions;
+    private Collection<CodeValueData> customerSegmentOptions;
+    private String productCode;
+    private LocalDate effectiveDate;
+    private LocalDate effectiveTo;
+    private LocalDate endDate;
+    private Boolean introducerRequired;
+    private Boolean shareLinkingEnabled;
+    private Boolean nominationFacility;
+    private Boolean dormancyAlert;
+    private Boolean isDormancyTrackingActive;
+    private Long daysToInactive;
+    private Long daysToDormancy;
+    private Long daysToEscheat;
+    private Integer interestCalculateSelector;
+    private String interestCalculationTypeName;
+    private String averagePeriod;
+    private Boolean autoPost;
+    private Integer frequencyFixDay;
+    private LocalDate lastInterestDate;
+    private Boolean enableLockinPeriod;
+    private String balanceFrequency;
+    private Boolean accountClosedZeroBalanceInDayClosing;
+    private Boolean balanceSwapOption;
+    private Boolean msme;
+    private Boolean autoDebitFacility;
+    private Boolean loanFacility;
+    private Boolean prematureWithdrawalOption;
+    private Boolean tenureFlexibility;
+    private Boolean lienMarked;
+    private Boolean maturityInstructions;
+    private Boolean creditMaturityProceeds;
+    private Boolean penaltyGracePeriodMissedInstallments;
+    private Boolean panelRequestApplicable;
+    private Boolean noPenaltyNomineeHeirClosure;
+    private Boolean deceasedSettlement;
+    private Boolean allowDebitTxnAfterDueDate;
+
    // import fields
    private transient Integer rowIndex;
    private String dateFormat;
@@ -92,6 +135,123 @@ public final class FixedDepositAccountData extends DepositAccountData {
                locale, dateFormat);
    }

+    public void setAccountType(String accountType) {
+        this.accountType = accountType;
+    }
+
+    public void setCustomerSegment(String customerSegment) {
+        this.customerSegment = customerSegment;
+    }
+
+    public void setAccountTypeOptions(Collection<CodeValueData> accountTypeOptions) {
+        this.accountTypeOptions = accountTypeOptions;
+    }
+
+    public void setCustomerSegmentOptions(Collection<CodeValueData> customerSegmentOptions) {
+        this.customerSegmentOptions = customerSegmentOptions;
+    }
+
+    public void setFdType(String fdType) { this.fdType = fdType; }
+    public String getFdType() { return fdType; }
+
+    public void setCbsProductFields(final String accountType, final String customerSegment, final String fdType, final String productCode,
+            final LocalDate effectiveDate, final LocalDate effectiveTo, final LocalDate endDate, final Boolean introducerRequired,
+            final Boolean shareLinkingEnabled, final Boolean nominationFacility, final Boolean dormancyAlert,
+            final Boolean isDormancyTrackingActive, final Long daysToInactive, final Long daysToDormancy, final Long daysToEscheat,
+            final Integer interestCalculateSelector, final String interestCalculationTypeName, final String averagePeriod,
+            final Boolean autoPost, final Integer frequencyFixDay, final LocalDate lastInterestDate, final Boolean enableLockinPeriod,
+            final String balanceFrequency, final Boolean accountClosedZeroBalanceInDayClosing, final Boolean balanceSwapOption,
+            final Boolean msme, final Boolean autoDebitFacility, final Boolean loanFacility, final Boolean prematureWithdrawalOption,
+            final Boolean tenureFlexibility, final Boolean lienMarked, final Boolean maturityInstructions,
+            final Boolean creditMaturityProceeds, final Boolean penaltyGracePeriodMissedInstallments,
+            final Boolean panelRequestApplicable, final Boolean noPenaltyNomineeHeirClosure, final Boolean deceasedSettlement,
+            final Boolean allowDebitTxnAfterDueDate) {
+        this.accountType = accountType;
+        this.customerSegment = customerSegment;
+        this.fdType = fdType;
+        this.productCode = productCode;
+        this.effectiveDate = effectiveDate;
+        this.effectiveTo = effectiveTo;
+        this.endDate = endDate;
+        this.introducerRequired = introducerRequired;
+        this.shareLinkingEnabled = shareLinkingEnabled;
+        this.nominationFacility = nominationFacility;
+        this.dormancyAlert = dormancyAlert;
+        this.isDormancyTrackingActive = isDormancyTrackingActive;
+        this.daysToInactive = daysToInactive;
+        this.daysToDormancy = daysToDormancy;
+        this.daysToEscheat = daysToEscheat;
+        this.interestCalculateSelector = interestCalculateSelector;
+        this.interestCalculationTypeName = interestCalculationTypeName;
+        this.averagePeriod = averagePeriod;
+        this.autoPost = autoPost;
+        this.frequencyFixDay = frequencyFixDay;
+        this.lastInterestDate = lastInterestDate;
+        this.enableLockinPeriod = enableLockinPeriod;
+        this.balanceFrequency = balanceFrequency;
+        this.accountClosedZeroBalanceInDayClosing = accountClosedZeroBalanceInDayClosing;
+        this.balanceSwapOption = balanceSwapOption;
+        this.msme = msme;
+        this.autoDebitFacility = autoDebitFacility;
+        this.loanFacility = loanFacility;
+        this.prematureWithdrawalOption = prematureWithdrawalOption;
+        this.tenureFlexibility = tenureFlexibility;
+        this.lienMarked = lienMarked;
+        this.maturityInstructions = maturityInstructions;
+        this.creditMaturityProceeds = creditMaturityProceeds;
+        this.penaltyGracePeriodMissedInstallments = penaltyGracePeriodMissedInstallments;
+        this.panelRequestApplicable = panelRequestApplicable;
+        this.noPenaltyNomineeHeirClosure = noPenaltyNomineeHeirClosure;
+        this.deceasedSettlement = deceasedSettlement;
+        this.allowDebitTxnAfterDueDate = allowDebitTxnAfterDueDate;
+    }
+
+    public void copyCbsFieldsFrom(final FixedDepositAccountData src) {
+        if (src == null) {
+            return;
+        }
+        this.accountType = src.accountType;
+        this.customerSegment = src.customerSegment;
+        this.fdType = src.fdType;
+        this.accountTypeOptions = src.accountTypeOptions;
+        this.customerSegmentOptions = src.customerSegmentOptions;
+        this.productCode = src.productCode;
+        this.effectiveDate = src.effectiveDate;
+        this.effectiveTo = src.effectiveTo;
+        this.endDate = src.endDate;
+        this.introducerRequired = src.introducerRequired;
+        this.shareLinkingEnabled = src.shareLinkingEnabled;
+        this.nominationFacility = src.nominationFacility;
+        this.dormancyAlert = src.dormancyAlert;
+        this.isDormancyTrackingActive = src.isDormancyTrackingActive;
+        this.daysToInactive = src.daysToInactive;
+        this.daysToDormancy = src.daysToDormancy;
+        this.daysToEscheat = src.daysToEscheat;
+        this.interestCalculateSelector = src.interestCalculateSelector;
+        this.interestCalculationTypeName = src.interestCalculationTypeName;
+        this.averagePeriod = src.averagePeriod;
+        this.autoPost = src.autoPost;
+        this.frequencyFixDay = src.frequencyFixDay;
+        this.lastInterestDate = src.lastInterestDate;
+        this.enableLockinPeriod = src.enableLockinPeriod;
+        this.balanceFrequency = src.balanceFrequency;
+        this.accountClosedZeroBalanceInDayClosing = src.accountClosedZeroBalanceInDayClosing;
+        this.balanceSwapOption = src.balanceSwapOption;
+        this.msme = src.msme;
+        this.autoDebitFacility = src.autoDebitFacility;
+        this.loanFacility = src.loanFacility;
+        this.prematureWithdrawalOption = src.prematureWithdrawalOption;
+        this.tenureFlexibility = src.tenureFlexibility;
+        this.lienMarked = src.lienMarked;
+        this.maturityInstructions = src.maturityInstructions;
+        this.creditMaturityProceeds = src.creditMaturityProceeds;
+        this.penaltyGracePeriodMissedInstallments = src.penaltyGracePeriodMissedInstallments;
+        this.panelRequestApplicable = src.panelRequestApplicable;
+        this.noPenaltyNomineeHeirClosure = src.noPenaltyNomineeHeirClosure;
+        this.deceasedSettlement = src.deceasedSettlement;
+        this.allowDebitTxnAfterDueDate = src.allowDebitTxnAfterDueDate;
+    }
+
    private FixedDepositAccountData(Long clientId, Long productId, Long fieldofficerId, LocalDate submittedOnDate,
            EnumOptionData interestCompoundingPeriodType, EnumOptionData interestPostingPeriodType, EnumOptionData interestCalculationType,
            EnumOptionData interestCalculationDaysInYearType, Integer lockinPeriodFrequency, EnumOptionData lockinPeriodFrequencyType,
@@ -150,7 +310,7 @@ public final class FixedDepositAccountData extends DepositAccountData {
        final Collection<PaymentTypeData> paymentTypeOptions = null;
        final Collection<SavingsAccountData> savingsAccountDatas = null;

-        return new FixedDepositAccountData(depositAccountData.id, depositAccountData.accountNo, depositAccountData.externalId,
+        final FixedDepositAccountData result = new FixedDepositAccountData(depositAccountData.id, depositAccountData.accountNo, depositAccountData.externalId,
                depositAccountData.groupId, depositAccountData.groupName, depositAccountData.clientId, depositAccountData.clientName,
                depositAccountData.depositProductId, depositAccountData.depositProductName, depositAccountData.fieldOfficerId,
                depositAccountData.fieldOfficerName, depositAccountData.status, depositAccountData.timeline, depositAccountData.currency,
@@ -170,11 +330,15 @@ public final class FixedDepositAccountData extends DepositAccountData {
                depositPeriod, depositPeriodFrequency, periodFrequencyTypeOptions, depositType, onAccountClosure, onAccountClosureOptions,
                paymentTypeOptions, savingsAccountDatas, linkedAccount, transferInterestToSavings, depositAccountData.withHoldTax,
                depositAccountData.taxGroup, maturityInstructionOptions, transferToSavingsId, transferToSavingsAccount);
+        if (depositAccountData instanceof FixedDepositAccountData) {
+            result.copyCbsFieldsFrom((FixedDepositAccountData) depositAccountData);
+        }
+        return result;
    }

    public static FixedDepositAccountData withInterestChart(final FixedDepositAccountData account,
            final DepositAccountInterestRateChartData accountChart) {
-        return new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
+        final FixedDepositAccountData result = new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
                account.clientId, account.clientName, account.depositProductId, account.depositProductName, account.fieldOfficerId,
                account.fieldOfficerName, account.status, account.timeline, account.currency, account.nominalAnnualInterestRate,
                account.interestCompoundingPeriodType, account.interestPostingPeriodType, account.interestCalculationType,
@@ -192,6 +356,8 @@ public final class FixedDepositAccountData extends DepositAccountData {
                account.onAccountClosure, account.onAccountClosureOptions, account.paymentTypeOptions, account.savingsAccounts,
                account.linkedAccount, account.transferInterestToSavings, account.withHoldTax, account.taxGroup,
                account.maturityInstructionOptions, account.transferToSavingsId, account.transferToSavingsAccount);
+        result.copyCbsFieldsFrom(account);
+        return result;
    }

    public static FixedDepositAccountData associationsAndTemplate(final FixedDepositAccountData account, FixedDepositAccountData template,
@@ -202,7 +368,7 @@ public final class FixedDepositAccountData extends DepositAccountData {
            template = account;
        }

-        return new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
+        final FixedDepositAccountData result = new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
                account.clientId, account.clientName, account.depositProductId, account.depositProductName, account.fieldOfficerId,
                account.fieldOfficerName, account.status, account.timeline, account.currency, account.nominalAnnualInterestRate,
                account.interestCompoundingPeriodType, account.interestPostingPeriodType, account.interestCalculationType,
@@ -220,6 +386,8 @@ public final class FixedDepositAccountData extends DepositAccountData {
                account.onAccountClosure, account.onAccountClosureOptions, account.paymentTypeOptions, template.savingsAccounts,
                linkedAccount, account.transferInterestToSavings, account.withHoldTax, account.taxGroup, account.maturityInstructionOptions,
                account.transferToSavingsId, transferToSavingsAccount);
+        result.copyCbsFieldsFrom(account);
+        return result;
    }

    public static FixedDepositAccountData withTemplateOptions(final FixedDepositAccountData account,
@@ -234,7 +402,7 @@ public final class FixedDepositAccountData extends DepositAccountData {
            final Collection<EnumOptionData> periodFrequencyTypeOptions, final Collection<SavingsAccountData> savingsAccounts,
            final Collection<EnumOptionData> maturityInstructionOptions) {

-        return new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
+        final FixedDepositAccountData result = new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
                account.clientId, account.clientName, account.depositProductId, account.depositProductName, account.fieldOfficerId,
                account.fieldOfficerName, account.status, account.timeline, account.currency, account.nominalAnnualInterestRate,
                account.interestCompoundingPeriodType, account.interestPostingPeriodType, account.interestCalculationType,
@@ -251,6 +419,8 @@ public final class FixedDepositAccountData extends DepositAccountData {
                account.onAccountClosure, account.onAccountClosureOptions, account.paymentTypeOptions, savingsAccounts,
                account.linkedAccount, account.transferInterestToSavings, account.withHoldTax, account.taxGroup, maturityInstructionOptions,
                account.transferToSavingsId, account.transferToSavingsAccount);
+        result.copyCbsFieldsFrom(account);
+        return result;
    }

    public static FixedDepositAccountData withClientTemplate(final Long clientId, final String clientName, final Long groupId,
@@ -427,7 +597,7 @@ public final class FixedDepositAccountData extends DepositAccountData {
            final Collection<EnumOptionData> onAccountClosureOptions, final Collection<PaymentTypeData> paymentTypeOptions,
            final Collection<SavingsAccountData> savingsAccountDatas) {

-        return new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
+        final FixedDepositAccountData result = new FixedDepositAccountData(account.id, account.accountNo, account.externalId, account.groupId, account.groupName,
                account.clientId, account.clientName, account.depositProductId, account.depositProductName, account.fieldOfficerId,
                account.fieldOfficerName, account.status, account.timeline, account.currency, account.nominalAnnualInterestRate,
                account.interestCompoundingPeriodType, account.interestPostingPeriodType, account.interestCalculationType,
@@ -445,7 +615,8 @@ public final class FixedDepositAccountData extends DepositAccountData {
                account.onAccountClosure, onAccountClosureOptions, paymentTypeOptions, savingsAccountDatas, account.linkedAccount,
                account.transferInterestToSavings, account.withHoldTax, account.taxGroup, account.maturityInstructionOptions,
                account.transferToSavingsId, account.transferToSavingsAccount);
-
+        result.copyCbsFieldsFrom(account);
+        return result;
    }

    private FixedDepositAccountData(final Long id, final String accountNo, final String externalId, final Long groupId,