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MIFOSX-247: add basic lifecycle state to savings account and support some constrains around deposits and withdrawals.

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This commit is contained in:
Keith Woodlock
2013-03-25 17:39:01 +00:00
parent 3e36a8a3cb
commit 63eba40115
36 changed files with 809 additions and 221 deletions
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mifosng-db/0001a-mifosplatform-core-ddl-latest.sql
+4
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@@ -729,6 +729,7 @@ CREATE TABLE `m_savings_product` (
UNIQUE KEY `sp_unq_name` (`name`)
) ENGINE=InnoDB DEFAULT CHARSET=utf8;
CREATE TABLE `m_savings_account` (
`id` bigint(20) NOT NULL AUTO_INCREMENT,
`account_no` varchar(20) NOT NULL,
@@ -736,6 +737,8 @@ CREATE TABLE `m_savings_account` (
`client_id` bigint(20) DEFAULT NULL,
`group_id` bigint(20) DEFAULT NULL,
`product_id` bigint(20) DEFAULT NULL,
`status_enum` SMALLINT(5) NOT NULL DEFAULT 300,
`activation_date` DATE DEFAULT NULL,
`currency_code` varchar(3) NOT NULL,
`currency_digits` smallint(5) NOT NULL,
`nominal_interest_rate_per_period` decimal(19,6) NOT NULL,
@@ -744,6 +747,7 @@ CREATE TABLE `m_savings_account` (
`min_required_opening_balance` decimal(19,6) DEFAULT NULL,
`lockin_period_frequency` decimal(19,6) DEFAULT NULL,
`lockin_period_frequency_enum` smallint(5) DEFAULT NULL,
`lockedin_until_date_derived` DATE DEFAULT NULL,
`total_deposits_derived` decimal(19,6) DEFAULT NULL,
`total_withdrawals_derived` decimal(19,6) DEFAULT NULL,
`total_interest_posted_derived` decimal(19,6) DEFAULT NULL,
mifosng-db/0002-mifosx-base-reference-data-utf8.sql
+30 -14
View File
@@ -17,19 +17,36 @@ INSERT INTO `r_enum_value`
VALUES
('amortization_method_enum',0,'Equal principle payments','Equal principle payments'),
('amortization_method_enum',1,'Equal installments','Equal installments'),
('interest_calculated_in_period_enum',0,'Daily','Daily'),('interest_calculated_in_period_enum',1,'Same as repayment period','Same as repayment period'),
('interest_method_enum',0,'Declining Balance','Declining Balance'),('interest_method_enum',1,'Flat','Flat'),
('interest_period_frequency_enum',2,'Per month','Per month'),('interest_period_frequency_enum',3,'Per year','Per year'),
('loan_status_id',100,'Submitted and awaiting approval','Submitted and awaiting approval'),('loan_status_id',200,'Approved','Approved'),
('loan_status_id',300,'Active','Active'),('loan_status_id',400,'Withdrawn by client','Withdrawn by client'),('loan_status_id',500,'Rejected','Rejected'),
('loan_status_id',600,'Closed','Closed'),('loan_status_id',601,'Written-Off','Written-Off'),('loan_status_id',602,'Rescheduled','Rescheduled'),('loan_status_id',700,'Overpaid','Overpaid'),
('loan_transaction_strategy_id',1,'mifos-standard-strategy','Mifos style'),('loan_transaction_strategy_id',2,'heavensfamily-strategy','Heavensfamily'),
('loan_transaction_strategy_id',3,'creocore-strategy','Creocore'),('loan_transaction_strategy_id',4,'rbi-india-strategy','RBI (India)'),
('processing_result_enum',0,'invalid','Invalid'),('processing_result_enum',1,'processed','Processed'),
('processing_result_enum',2,'awaiting.approval','Awaiting Approval'),('processing_result_enum',3,'rejected','Rejected'),
('repayment_period_frequency_enum',0,'Days','Days'),('repayment_period_frequency_enum',1,'Weeks','Weeks'),
('repayment_period_frequency_enum',2,'Months','Months'),('term_period_frequency_enum',0,'Days','Days'),
('term_period_frequency_enum',1,'Weeks','Weeks'),('term_period_frequency_enum',2,'Months','Months'),('term_period_frequency_enum',3,'Years','Years');
('interest_calculated_in_period_enum',0,'Daily','Daily'),
('interest_calculated_in_period_enum',1,'Same as repayment period','Same as repayment period'),
('interest_method_enum',0,'Declining Balance','Declining Balance'),
('interest_method_enum',1,'Flat','Flat'),
('interest_period_frequency_enum',2,'Per month','Per month'),
('interest_period_frequency_enum',3,'Per year','Per year'),
('loan_status_id',100,'Submitted and awaiting approval','Submitted and awaiting approval'),
('loan_status_id',200,'Approved','Approved'),
('loan_status_id',300,'Active','Active'),
('loan_status_id',400,'Withdrawn by client','Withdrawn by client'),
('loan_status_id',500,'Rejected','Rejected'),
('loan_status_id',600,'Closed','Closed'),
('loan_status_id',601,'Written-Off','Written-Off'),
('loan_status_id',602,'Rescheduled','Rescheduled'),
('loan_status_id',700,'Overpaid','Overpaid'),
('loan_transaction_strategy_id',1,'mifos-standard-strategy','Mifos style'),
('loan_transaction_strategy_id',2,'heavensfamily-strategy','Heavensfamily'),
('loan_transaction_strategy_id',3,'creocore-strategy','Creocore'),
('loan_transaction_strategy_id',4,'rbi-india-strategy','RBI (India)'),
('processing_result_enum',0,'invalid','Invalid'),
('processing_result_enum',1,'processed','Processed'),
('processing_result_enum',2,'awaiting.approval','Awaiting Approval'),
('processing_result_enum',3,'rejected','Rejected'),
('repayment_period_frequency_enum',0,'Days','Days'),
('repayment_period_frequency_enum',1,'Weeks','Weeks'),
('repayment_period_frequency_enum',2,'Months','Months'),
('term_period_frequency_enum',0,'Days','Days'),
('term_period_frequency_enum',1,'Weeks','Weeks'),
('term_period_frequency_enum',2,'Months','Months'),
('term_period_frequency_enum',3,'Years','Years');
INSERT INTO `r_enum_value` (`enum_name`, `enum_id`, `enum_message_property`, `enum_value`)
VALUES ('transaction_type_enum', '1', 'Disbursement', 'Disbursement');
@@ -64,7 +81,6 @@ VALUES ('transaction_type_enum', '10', 'Apply Charges', 'Apply Charges');
INSERT INTO `r_enum_value` (`enum_name`, `enum_id`, `enum_message_property`, `enum_value`)
VALUES ('transaction_type_enum', '11', 'Apply Interest', 'Apply Interest');
INSERT INTO `m_currency`
(`id`,`code`,`decimal_places`,`display_symbol`,`name`, `internationalized_name_code`)
VALUES
mifosng-db/0003-mifosx-permissions-and-authorisation-utf8.sql
+3 -1
View File
@@ -263,7 +263,9 @@ INSERT INTO `m_permission`
('transaction_savings', 'DEPOSIT_SAVINGSACCOUNT', 'SAVINGSACCOUNT', 'DEPOSIT', '1'),
('transaction_savings', 'DEPOSIT_SAVINGSACCOUNT_CHECKER', 'SAVINGSACCOUNT', 'DEPOSIT', '0'),
('transaction_savings', 'WITHDRAWAL_SAVINGSACCOUNT', 'SAVINGSACCOUNT', 'WITHDRAWAL', '1'),
('transaction_savings', 'WITHDRAWAL_SAVINGSACCOUNT_CHECKER', 'SAVINGSACCOUNT', 'WITHDRAWAL', '0');
('transaction_savings', 'WITHDRAWAL_SAVINGSACCOUNT_CHECKER', 'SAVINGSACCOUNT', 'WITHDRAWAL', '0'),
('transaction_savings', 'ACTIVATE_SAVINGSACCOUNT', 'SAVINGSACCOUNT', 'ACTIVATE', '1'),
('transaction_savings', 'ACTIVATE_SAVINGSACCOUNT_CHECKER', 'SAVINGSACCOUNT', 'ACTIVATE', '0');
-- == accounting related permissions
INSERT INTO `m_permission` (`grouping`, `code`, `entity_name`, `action_name`, `can_maker_checker`) VALUES
mifosng-db/patches/1-add-status-to-savings-account.sql
+16
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@@ -0,0 +1,16 @@
ALTER TABLE `m_savings_account`
ADD COLUMN `status_enum` SMALLINT(5) NOT NULL DEFAULT 300 AFTER `product_id` ;
ALTER TABLE `m_savings_account`
ADD COLUMN `activation_date` DATE DEFAULT NULL AFTER `status_enum`;
ALTER TABLE `m_savings_account`
ADD COLUMN `lockedin_until_date_derived` DATE DEFAULT NULL AFTER `lockin_period_frequency_enum`;
ALTER TABLE `m_portfolio_command_source`
ADD COLUMN `savings_id` BIGINT(20) NULL DEFAULT NULL AFTER `loan_id` ;
INSERT INTO `m_permission` (`grouping`, `code`, `entity_name`, `action_name`, `can_maker_checker`)
VALUES
('transaction_savings', 'ACTIVATE_SAVINGSACCOUNT', 'SAVINGSACCOUNT', 'ACTIVATE', '1'),
('transaction_savings', 'ACTIVATE_SAVINGSACCOUNT_CHECKER', 'SAVINGSACCOUNT', 'ACTIVATE', '0');