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MIFOSX-172: WIP - update api docs on loan application workflow api.

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Keith Woodlock
2013-02-22 14:30:47 +00:00
parent 29360a8fd6
commit 634a66cbe9
16 changed files with 837 additions and 379 deletions
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api-docs/apiLive.htm
+630 -131
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@@ -349,23 +349,76 @@
</tr>
<tr class="alt">
<td><a href="#loans">LOAN</a></td>
<td>loans</td>
<td><a href="#loans_create">Create a New Loan / Submit
a Loan Application</a></td>
<td>loans?calculateLoanSchedule</td>
<td><a href="#loans_calculate">Calculate Loan Repayment Schedule</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr>
<td></td>
<td>loans</td>
<td><a href="#loans_create">Submit a new Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}</td>
<td><a href="#loans_approve_etc">Approve, Undo
Approval, Disburse, Undo Disbursal, Reject a Loan or Withdraw
a Loan Application</a></td>
<td></td>
<td><a href="#loans_retrieve">Retrieve a Loan</a></td>
<td></td>
<td><a href="#loans_delete">Delete a Loan</a></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=approve</td>
<td><a href="#loans_approve">Approve Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=undoApproval</td>
<td><a href="#loans_approve_undo">Undo Loan Application Approval</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=reject</td>
<td><a href="#loans_reject">Reject Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=withdraw</td>
<td><a href="#loans_withdraw">Withdraw Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=disburse</td>
<td><a href="#loans_disburse">Disburse Loan</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=undoDisbursal</td>
<td><a href="#loans_disburse_undo">Undo Loan Application Disbursal</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}/transactions</td>
@@ -2798,22 +2851,19 @@ GET https://DomainName/api/v1/loans/template?clientId=1
<b>'all':</b> Gets all association data.
</dd>
<dd>
<b>'summary':</b> Loan summary data.
<b>'repaymentSchedule':</b> Loan schedule data.
</dd>
<dd>
<b>'repaymentSchedule':</b> Loan Schedule data.
<b>'transactions':</b> Loan transactions data.
</dd>
<dd>
<b>'loanRepayments':</b> Loan Repayment data.
<b>'charges':</b> Loan charges data.
</dd>
<dd>
<b>'permissions':</b> Data that describes what things can happen
to the loan in its current state. Very specific to the needs of
the current Individual Lending client application.
<b>'guarantors':</b> Loan guarantors data.
</dd>
<dd>
<b>'convenienceData':</b> Some derived data that is specific to
the needs of the current Individual Lending client application.
<b>'collateral':</b> Loan collateral data.
</dd>
</dl>
<p>Example Requests:</p>
@@ -2834,66 +2884,234 @@ GET https://DomainName/api/v1/loans/{loanId}
</code>
<code class="method-response">
{
"id": 1,
"accountNo": "000000001",
"status": {
"id": 100,
"code": "loanStatusType.submitted.and.pending.approval",
"value": "Submitted and pending approval",
"pendingApproval": true,
"waitingForDisbursal": false,
"active": false,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"clientId": 1,
"clientName": "Petra Yton",
"clientOfficeId": 1,
"loanProductId": 1,
"loanProductName": "A new loan product for me",
"currency": {
"code": "USD",
"name": "US Dollar",
"decimalPlaces": 2,
"displaySymbol": "$",
"nameCode": "currency.USD",
"displayLabel": "US Dollar ($)"
},
"principal": 100000,
"termFrequency": 12,
"termPeriodFrequencyType": {
"id": 2,
"code": "termFrequency.periodFrequencyType.months",
"value": "Months"
},
"numberOfRepayments": 12,
"repaymentEvery": 1,
"repaymentFrequencyType": {
"id": 2,
"code": "repaymentFrequency.periodFrequencyType.months",
"value": "Months"
},
"transactionProcessingStrategyId": 1,
"amortizationType": {
"id": 1,
"accountNo": "000000001",
"clientId": 1,
"clientName": "Petra Yton",
"loanProductId": 1,
"loanProductName": "A new loan product for me",
"status": {
"id": 100,
"code": "loanStatusType.submitted.and.pending.approval",
"value": "Submitted and pending approval"
},
"currency": {
"code": "USD",
"name": "US Dollar",
"decimalPlaces": 2,
"displaySymbol": "$",
"nameCode": "currency.USD",
"displayLabel": "US Dollar ($)"
},
"principal": 100000,
"termFrequency": 12,
"termPeriodFrequencyType": {
"id": 2,
"code": "termFrequency.periodFrequencyType.months",
"value": "Months"
},
"code": "amortizationType.equal.installments",
"value": "Equal installments"
},
"interestRatePerPeriod": 2,
"interestRateFrequencyType": {
"id": 2,
"code": "interestRateFrequency.periodFrequencyType.months",
"value": "Per month"
},
"annualInterestRate": 24,
"interestType": {
"id": 0,
"code": "interestType.declining.balance",
"value": "Declining Balance"
},
"interestCalculationPeriodType": {
"id": 1,
"code": "interestCalculationPeriodType.same.as.repayment.period",
"value": "Same as repayment period"
},
"timeline": {
"submittedOnDate": [
2011,
9,
20
],
"submittedByUsername": "mifos",
"submittedByFirstname": "App",
"submittedByLastname": "Administrator",
"expectedDisbursementDate": [
2011,
9,
20
],
"expectedMaturityDate": [
2012,
9,
20
]
}
}
</code>
</div>
</div>
<a id="loans_calculate" name="loans_calculate" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Calculate loan repayment schedule</h4>
<table class=matrixHeading>
<tr class="matrixHeadingBG">
<td><div class="mifosXHeading2">Mandatory Fields</div></td>
</tr>
<tr class=alt>
<td>productId, principal, loanTermFrequency,
loanTermFrequencyType, numberOfRepayments, repaymentEvery,
repaymentFrequencyType, interestRatePerPeriod,
interestRateFrequencyType, amortizationType, interestType,
interestCalculationPeriodType, expectedDisbursementDate,
transactionProcessingStrategyId</td>
</tr>
</table>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans?command=calculateLoanSchedule
</code>
<code class="method-request">
POST loans?command=calculateLoanSchedule
Content-Type: application/json
Request Body:
{
"dateFormat": "dd MMMM yyyy",
"locale": "en_GB",
"productId": 1,
"principal": "100,000.00",
"loanTermFrequency": 12,
"loanTermFrequencyType": 2,
"numberOfRepayments": 12,
"repaymentEvery": 1,
"repaymentFrequencyType": {
"id": 2,
"code": "repaymentFrequency.periodFrequencyType.months",
"value": "Months"
},
"transactionProcessingStrategyId": 1,
"amortizationType": {
"id": 1,
"code": "amortizationType.equal.installments",
"value": "Equal installments"
},
"repaymentFrequencyType": 2,
"interestRatePerPeriod": 2,
"interestRateFrequencyType": {
"id": 2,
"code": "interestRateFrequency.periodFrequencyType.months",
"value": "Per month"
"interestRateFrequencyType": 2,
"amortizationType": 1,
"interestType": 0,
"interestCalculationPeriodType": 1,
"expectedDisbursementDate": "20 September 2011",
"transactionProcessingStrategyId": 2
}
</code>
<code class="method-response">
{
"loanTermInDays": 366,
"currency": {
"code": "UGX",
"name": "Uganda Shilling",
"decimalPlaces": 2,
"displaySymbol": "USh",
"nameCode": "currency.UGX",
"displayLabel": "Uganda Shilling (USh)"
},
"cumulativePrincipalDisbursed": 100000,
"cumulativePrincipalDue": 100000,
"cumulativePrincipalOutstanding": 0,
"cumulativeInterestExpected": 13471.52,
"cumulativeFeeChargesToDate": 0,
"totalCostOfLoan": 13471.52,
"totalExpectedRepayment": 113471.52,
"totalPaidToDate": 0,
"totalWaivedToDate": 0,
"totalWrittenOffToDate": 0,
"totalOutstanding": 113471.52,
"totalInArrears": 0,
"periods": [
{
"period": 0,
"dueDate": [
2011,
9,
20
],
"principalDisbursed": 100000,
"principalLoanBalanceOutstanding": 100000,
"feeChargesDue": 0,
"feeChargesOutstanding": 0,
"totalOriginalDueForPeriod": 0,
"totalDueForPeriod": 0,
"totalOutstandingForPeriod": 0,
"totalOverdue": 0,
"totalActualCostOfLoanForPeriod": 0
},
"annualInterestRate": 24,
"interestType": {
"id": 0,
"code": "interestType.declining.balance",
"value": "Declining Balance"
{
"period": 1,
"fromDate": [
2011,
9,
20
],
"dueDate": [
2011,
10,
20
],
"daysInPeriod": 30,
"principalOriginalDue": 7455.96,
"principalDue": 7455.96,
"principalOutstanding": 7455.96,
"principalLoanBalanceOutstanding": 92544.04,
"interestOriginalDue": 2000,
"interestDue": 2000,
"interestOutstanding": 2000,
"feeChargesDue": 0,
"penaltyChargesDue": 0,
"totalOriginalDueForPeriod": 9455.96,
"totalDueForPeriod": 9455.96,
"totalPaidForPeriod": 0,
"totalOutstandingForPeriod": 9455.96,
"totalOverdue": 9455.96,
"totalActualCostOfLoanForPeriod": 2000
},
"interestCalculationPeriodType": {
"id": 1,
"code": "interestCalculationPeriodType.same.as.repayment.period",
"value": "Same as repayment period"
},
"submittedOnDate": [2011,9,20],
"expectedDisbursementDate": [2011,9,20],
"expectedMaturityDate": [2011,9,20],
"lifeCycleStatusDate": [2011,9,20]
...
{
"period": 12,
"fromDate": [2012,8,20],
"dueDate": [2012,9,20],
"daysInPeriod": 31,
"principalOriginalDue": 9270.56,
"principalDue": 9270.56,
"principalOutstanding": 9270.56,
"principalLoanBalanceOutstanding": 0,
"interestOriginalDue": 185.4,
"interestDue": 185.4,
"interestOutstanding": 185.4,
"feeChargesDue": 0,
"penaltyChargesDue": 0,
"totalOriginalDueForPeriod": 9455.96,
"totalDueForPeriod": 9455.96,
"totalPaidForPeriod": 0,
"totalOutstandingForPeriod": 9455.96,
"totalOverdue": 9455.96,
"totalActualCostOfLoanForPeriod": 185.4
}
]
}
</code>
</div>
@@ -2902,24 +3120,7 @@ GET https://DomainName/api/v1/loans/{loanId}
<a id="loans_create" name="loans_create" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Create a New Loan / Submit a Loan Application</h4>
<h5>Arguments</h5>
<dl class="argument-list">
<dt>command</dt>
<dd>
String<span> Optional, case-insensitive</span>
</dd>
<dd>
The default action is to Submit a New Loan Application
("Submitted and awaiting approval" status).<br>
</dd>
<dd>If "?command=calculateLoanSchedule" is added to the URL
then no update is made but the loan schedule (as would have been
if the loan had been submitted) is returned. This gives the
ability to try out various loan options and 'preview' the
schedule before committing to it.</dd>
</dl>
<br>
<h4>Submit a new Loan Application</h4>
<table class=matrixHeading>
<tr class="matrixHeadingBG">
<td><div class="mifosXHeading2">Mandatory Fields</div></td>
@@ -2974,40 +3175,23 @@ Request Body:
</div>
</div>
<a id="loans_approve_etc" name="loans_approve_etc"
class="old-syle-anchor">&nbsp;</a>
<!-- ok -->
<a id="loans_approve" name="loans_approve" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Approve, Undo Approval, Disburse, Undo Disbursal, Reject
or Withdraw a Loan Application</h4>
<h5>Arguments</h5>
<dl class="argument-list">
<dt>command</dt>
<dd>
String<span> Mandatory, case-insensitive</span>
</dd>
<dd>'approve' : Approve Loan</dd>
<dd>'disburse' : Disburse Loan</dd>
<dd>'reject' : Reject Loan</dd>
<dd>'withdrewbyclient' : Client Withdrew Loan Application</dd>
<dd>'undoapproval' : Undo Loan Approval</dd>
<dd>'undodisbursal' : Undo Loan Disbursal</dd>
<dd>'assignloanofficer' : Assign Loan Officer</dd>
<dd>'unassignloanofficer' : Unassign Loan Officer as of today or in past but not beyond assigned date. Does not support unassigning in future date</dd>
</dl>
<br>
<h4>Approve Loan Application</h4>
<table class=matrixHeading>
<tr class="matrixHeadingBG">
<td><div class="mifosXHeading2">Mandatory Fields</div></td>
</tr>
<tr class=alt>
<td>eventDate</td>
<td>approvedOnDate</td>
</tr>
</table>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans/{loanId}
POST https://DomainName/api/v1/loans/{loanId}?command=approve
</code>
<code class="method-request">
POST loans/1?command=approve
@@ -3016,31 +3200,293 @@ Request Body:
{
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"eventDate": "20 September 2011",
"note": "and event note is added"
"approvedOnDate": "20 September 2011",
"note": "Loan approval note"
}
</code>
<code class="method-response">
{
"officeId": 1,
"clientId": 1,
"loanId": 2,
"resourceId": 2,
"changes": {
"status": {
"id": 200,
"code": "loanStatusType.approved",
"value": "Approved"
},
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"approvedOnDate": "20 September 2011",
"note": "and event note is added"
}
"officeId": 1,
"clientId": 1,
"loanId": 1,
"resourceId": 1,
"changes": {
"status": {
"id": 200,
"code": "loanStatusType.approved",
"value": "Approved",
"pendingApproval": false,
"waitingForDisbursal": true,
"active": false,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"approvedOnDate": "20 September 2011",
"note": "Loan approval note"
}
}
</code>
</div>
</div>
<a id="loans_approve_undo" name="loans_approve_undo" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Undo Loan Application Approval</h4>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans/{loanId}?command=undoApproval
</code>
<code class="method-request">
POST loans/1?command=approve
Content-Type: application/json
</code>
<code class="method-response">
{
"officeId": 1,
"clientId": 1,
"loanId": 1,
"resourceId": 1,
"changes": {
"status": {
"id": 100,
"code": "loanStatusType.submitted.and.pending.approval",
"value": "Submitted and pending approval",
"pendingApproval": true,
"waitingForDisbursal": false,
"active": false,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"approvedOnDate": ""
}
}
</code>
</div>
</div>
<a id="loans_reject" name="loans_reject" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Reject Loan Application</h4>
<table class=matrixHeading>
<tr class="matrixHeadingBG">
<td><div class="mifosXHeading2">Mandatory Fields</div></td>
</tr>
<tr class=alt>
<td>rejectedOnDate</td>
</tr>
</table>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans/{loanId}?command=reject
</code>
<code class="method-request">
POST loans/1?command=reject
Content-Type: application/json
Request Body:
{
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"rejectedOnDate": "20 September 2011",
"note": "Loan rejection reason."
}
</code>
<code class="method-response">
{
"officeId": 1,
"clientId": 1,
"loanId": 1,
"resourceId": 1,
"changes": {
"status": {
"id": 500,
"code": "loanStatusType.rejected",
"value": "Rejected",
"pendingApproval": false,
"waitingForDisbursal": false,
"active": false,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"rejectedOnDate": "20 September 2011",
"closedOnDate": "20 September 2011"
}
}
</code>
</div>
</div>
<a id="loans_withdraw" name="loans_withdraw" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Applicant Withdraws from Loan Application</h4>
<table class=matrixHeading>
<tr class="matrixHeadingBG">
<td><div class="mifosXHeading2">Mandatory Fields</div></td>
</tr>
<tr class=alt>
<td>withdrawnOnDate</td>
</tr>
</table>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans/{loanId}?command=withdrawnByApplicant
</code>
<code class="method-request">
POST loans/1?command=withdrawnByApplicant
Content-Type: application/json
Request Body:
{
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"withdrawnOnDate": "20 September 2011",
"note": "Reason loan applicant withdrew from application."
}
</code>
<code class="method-response">
{
"officeId": 1,
"clientId": 1,
"loanId": 2,
"resourceId": 2,
"changes": {
"status": {
"id": 400,
"code": "loanStatusType.withdrawn.by.client",
"value": "Withdrawn by applicant",
"pendingApproval": false,
"waitingForDisbursal": false,
"active": false,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"withdrawnOnDate": "20 September 2011",
"closedOnDate": "20 September 2011"
}
}
</code>
</div>
</div>
<a id="loans_disburse" name="loans_disburse" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Disburse Loan</h4>
<table class=matrixHeading>
<tr class="matrixHeadingBG">
<td><div class="mifosXHeading2">Mandatory Fields</div></td>
</tr>
<tr class=alt>
<td>actualDisbursementDate</td>
</tr>
</table>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans/{loanId}?command=disburse
</code>
<code class="method-request">
POST loans/1?command=disburse
Content-Type: application/json
Request Body:
{
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"actualDisbursementDate": "20 September 2011",
"note": "Any additional info related to disbursement of funds to applicant."
}
</code>
<code class="method-response">
{
"officeId": 1,
"clientId": 1,
"loanId": 4,
"resourceId": 4,
"changes": {
"status": {
"id": 300,
"code": "loanStatusType.active",
"value": "Active",
"pendingApproval": false,
"waitingForDisbursal": false,
"active": true,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"locale": "en",
"dateFormat": "dd MMMM yyyy",
"actualDisbursementDate": "20 September 2011"
}
}
</code>
</div>
</div>
<a id="loans_disburse_undo" name="loans_disburse_undo" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
<h4>Undo Loan Disbursal</h4>
</div>
<div class="method-example">
<code class="method-declaration">
POST https://DomainName/api/v1/loans/{loanId}?command=undoDisbursal
</code>
<code class="method-request">
POST loans/1?command=undoDisbursal
Content-Type: application/json
</code>
<code class="method-response">
{
"officeId": 1,
"clientId": 1,
"loanId": 4,
"resourceId": 4,
"changes": {
"status": {
"id": 200,
"code": "loanStatusType.approved",
"value": "Approved",
"pendingApproval": false,
"waitingForDisbursal": true,
"active": false,
"closedObligationsMet": false,
"closedWrittenOff": false,
"closedRescheduled": false,
"closed": false,
"overpaid": false
},
"actualDisbursementDate": ""
}
}
</code>
</div>
</div>
<a id="loans_delete" name="loans_delete" class="old-syle-anchor">&nbsp;</a>
<div class="method-section">
<div class="method-description">
@@ -10150,11 +10596,18 @@ Content-Type: application/json
<td><a href="#clients_updatenote">Update a Client Note</a></td>
<td></td>
</tr>
<tr>
<tr class="alt">
<td><a href="#loans">LOAN</a></td>
<td>loans?calculateLoanSchedule</td>
<td><a href="#loans_calculate">Calculate Loan Repayment Schedule</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans</td>
<td><a href="#loans_create">Create a New Loan / Submit a
Loan Application</a></td>
<td><a href="#loans_create">Submit a new Loan Application</a></td>
<td></td>
<td></td>
<td></td>
@@ -10162,13 +10615,59 @@ Content-Type: application/json
<tr class="alt">
<td></td>
<td>loans/{loanId}</td>
<td><a href="#loans_approve_etc">Approve, Undo Approval,
Disburse, Undo Disbursal, Reject a Loan or Withdraw a Loan
Application</a></td>
<td></td>
<td><a href="#loans_retrieve">Retrieve a Loan</a></td>
<td></td>
<td><a href="#loans_delete">Delete a Loan</a></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=approve</td>
<td><a href="#loans_approve">Approve Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=undoApproval</td>
<td><a href="#loans_approve_undo">Undo Loan Application Approval</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=reject</td>
<td><a href="#loans_reject">Reject Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=withdraw</td>
<td><a href="#loans_withdraw">Withdraw Loan Application</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=disburse</td>
<td><a href="#loans_disburse">Disburse Loan</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}?command=undoDisbursal</td>
<td><a href="#loans_disburse_undo">Undo Loan Application Disbursal</a></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="alt">
<td></td>
<td>loans/{loanId}/transactions</td>