Merge pull request #466 from ShruthiRajaram/develop_FINERACT_628.1
FINERACT:628 API support for self share accounts
This commit is contained in:
ShruthiRajaram
@@ -3697,6 +3697,30 @@
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<td></td>
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<td></td>
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</tr>
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<tr>
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<td><a href="#selfshareaccount_template">Share Accounts</a></td>
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<td>self/shareaccounts/template?clientId=?productId=?</td>
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<td></td>
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<td><a href="#selfshareaccount_template">Share Accounts Template</a></td>
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<td></td>
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<td></td>
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</tr>
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<tr>
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<td></td>
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<td>self/shareaccounts</td>
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<td><a href="#selfshareaccount_create">Submit New Share Application</a></td>
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<td></td>
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<td></td>
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<td></td>
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</tr>
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<tr>
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<td></td>
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<td>self/shareaccounts/{accountId}</td>
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<td></td>
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<td><a href="#selfshareaccount_retrieve">Retrieve a Share Application/Account</a></td>
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<td></td>
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</tr>
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<tr>
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<td><a href="#selftransfertemplate">Own Account Transfers</a></td>
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<td>self/accounttransfers/template</td>
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@@ -47487,6 +47511,889 @@ No Request Body:
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</code>
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</div>
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</div>
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<a id="selfshareaccount_template" name="selfshareaccount_template" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h2>Retrieve Share Account Template:</h2>
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<p>This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
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<ul>
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<li class=normalli>Field Defaults</li>
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<li class=normalli>Allowed Value Lists</li>
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</ul>
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</p>
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<h4>Arguments</h4>
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<dl class="argument-list">
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<dt>clientId</dt>
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<dd>Integer <span>mandatory</span></dd>
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<dt>productId</dt>
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<dd>Integer <span>optional</span></dd>
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<dd>If entered, productId, productName and selectedProduct fields are returned.</dd>
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</dl>
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<p>Example Requests: </p>
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<div class=apiClick>self/shareaccounts/template?clientId=14</div>
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<br><br>
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<div class=apiClick>self/shareaccounts/template?clientId=14&productId=3</div>
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</div>
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<div class="method-example">
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<code class="method-declaration">GET https://Domain Name/api/v1/self/shareaccounts/template?clientId={clientId}</code>
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<code class="method-response">
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{
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"clientId": 14,
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"productOptions": [
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{
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"id": 3,
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"name": "SP",
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"shortName": "SP",
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"totalShares": 1000
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},
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{
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"id": 4,
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"name": "Product1",
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"shortName": "test",
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"totalShares": 1000
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}
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],
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"chargeOptions": [
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{
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"id": 2,
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"name": "Activation fee",
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"active": true,
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"penalty": false,
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"currency": {
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"code": "USD",
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"name": "US Dollar",
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"decimalPlaces": 2,
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"displaySymbol": "$",
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"nameCode": "currency.USD",
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"displayLabel": "US Dollar ($)"
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},
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"amount": 2,
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"chargeTimeType": {
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"id": 14,
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"code": "chargeTimeType.sharespurchase",
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"value": "Share Purchase"
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},
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"chargeAppliesTo": {
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"id": 4,
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"code": "chargeAppliesTo.shares",
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"value": "Shares"
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},
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"chargeCalculationType": {
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"id": 1,
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"code": "chargeCalculationType.flat",
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"value": "Flat"
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},
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"chargePaymentMode": {
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"id": 0,
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"code": "chargepaymentmode.regular",
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"value": "Regular"
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}
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}
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]
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}
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</code>
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</div>
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<div class="method-example">
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<code class="method-declaration">GET https://Domain Name/api/v1/self/shareaccounts/template?clientId={clientId}&productId={productId}</code>
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<code class="method-response">
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{
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"clientId": 14,
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"productOptions": [
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{
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"id": 3,
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"name": "SP",
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"shortName": "SP",
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"description": "SP1",
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"currency": {
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"code": "USD",
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"name": "US Dollar",
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"decimalPlaces": 2,
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"inMultiplesOf": 1,
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"displaySymbol": "$",
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"nameCode": "currency.USD",
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"displayLabel": "US Dollar ($)"
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},
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"totalShares": 1000,
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"totalSharesIssued": 900,
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"unitPrice": 1,
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"shareCapital": 900,
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"minimumShares": 8,
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"nominalShares": 500,
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"maximumShares": 500,
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"marketPrice": [],
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"charges": [],
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"allowDividendCalculationForInactiveClients": false,
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"lockinPeriod": 50,
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"lockPeriodTypeEnum": {
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"id": 0,
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"code": "shares.lockin.sharePeriodFrequencyType.days",
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"value": "Days"
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},
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"minimumActivePeriod": 10,
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"minimumActivePeriodForDividendsTypeEnum": {
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"id": 0,
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"code": "shares.minimumactive.sharePeriodFrequencyType.days",
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"value": "Days"
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},
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"accountingRule": {
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"id": 2,
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"code": "accountingRuleType.cash",
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"value": "CASH BASED"
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},
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"accountingMappings": {
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"shareReferenceId": {
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"id": 32,
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"name": "Cash In Hand",
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"glCode": "20301"
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},
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"incomeFromFeeAccountId": {
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"id": 40,
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"name": "Other Operating Income",
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"glCode": "30105"
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},
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"shareEquityId": {
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"id": 56,
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"name": "Share Equity",
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"glCode": "00098"
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},
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"shareSuspenseId": {
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"id": 2,
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"name": "Overpayment Liability",
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"glCode": "10200"
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}
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},
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"currencyOptions": [
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{
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"code": "USD",
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"name": "US Dollar",
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"decimalPlaces": 2,
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"displaySymbol": "$",
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"nameCode": "currency.USD",
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"displayLabel": "US Dollar ($)"
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}
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],
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"chargeOptions": [
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{
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"id": 2,
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"name": "Activation fee",
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"active": true,
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"penalty": false,
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"currency": {
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"code": "USD",
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"name": "US Dollar",
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"decimalPlaces": 2,
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"displaySymbol": "$",
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"nameCode": "currency.USD",
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"displayLabel": "US Dollar ($)"
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},
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"amount": 2,
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"chargeTimeType": {
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"id": 14,
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"code": "chargeTimeType.sharespurchase",
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"value": "Share Purchase"
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},
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"chargeAppliesTo": {
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"id": 4,
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"code": "chargeAppliesTo.shares",
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"value": "Shares"
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},
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"chargeCalculationType": {
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"id": 1,
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"code": "chargeCalculationType.flat",
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"value": "Flat"
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},
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"chargePaymentMode": {
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"id": 0,
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"code": "chargepaymentmode.regular",
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"value": "Regular"
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}
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}
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],
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"minimumActivePeriodFrequencyTypeOptions": [
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{
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"id": 0,
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"code": "shares.lockin.sharePeriodFrequencyType.days",
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"value": "Days"
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}
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],
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"lockinPeriodFrequencyTypeOptions": [
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{
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"id": 0,
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"code": "shares.lockin.sharePeriodFrequencyType.days",
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"value": "Days"
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},
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{
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"id": 1,
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"code": "shares.lockin.sharePeriodFrequencyType.weeks",
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"value": "Weeks"
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},
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{
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"id": 2,
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"code": "shares.lockin.sharePeriodFrequencyType.months",
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"value": "Months"
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},
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{
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"id": 3,
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"code": "shares.lockin.sharePeriodFrequencyType.years",
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"value": "Years"
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}
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],
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"accountingMappingOptions": {
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"liabilityAccountOptions": [
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{
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"id": 30,
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"name": "Recurring Deposits",
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"parentId": 1,
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"glCode": "10104",
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"disabled": false,
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"manualEntriesAllowed": true,
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"type": {
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"id": 2,
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"code": "accountType.liability",
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"value": "LIABILITY"
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},
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"usage": {
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"id": 1,
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"code": "accountUsage.detail",
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"value": "DETAIL"
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},
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"nameDecorated": "....Recurring Deposits",
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"tagId": {
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"id": 0,
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"active": false,
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"mandatory": false
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}
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},
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{
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"id": 2,
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"name": "Overpayment Liability",
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"glCode": "10200",
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"disabled": false,
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"manualEntriesAllowed": true,
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"type": {
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"id": 2,
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"code": "accountType.liability",
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"value": "LIABILITY"
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},
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"usage": {
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"id": 1,
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"code": "accountUsage.detail",
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"value": "DETAIL"
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},
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"nameDecorated": "Overpayment Liability",
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"tagId": {
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"id": 0,
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"active": false,
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"mandatory": false
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}
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},
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{
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"id": 55,
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"name": "Liability Transfer (Temp)",
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"glCode": "220004-Temp",
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"disabled": false,
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"manualEntriesAllowed": true,
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"type": {
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"id": 2,
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"code": "accountType.liability",
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"value": "LIABILITY"
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},
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"usage": {
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"id": 1,
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"code": "accountUsage.detail",
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"value": "DETAIL"
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},
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"description": "Temporary Liability account to track Account Transfers",
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"nameDecorated": "Liability Transfer (Temp)",
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"tagId": {
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"id": 0,
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"active": false,
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"mandatory": false
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}
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}
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],
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"assetAccountOptions": [
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{
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"id": 31,
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"name": "Furniture and Fixtures",
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"parentId": 8,
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"glCode": "20101",
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"disabled": false,
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"manualEntriesAllowed": true,
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"type": {
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"id": 1,
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"code": "accountType.asset",
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"value": "ASSET"
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},
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"usage": {
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"id": 1,
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"code": "accountUsage.detail",
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"value": "DETAIL"
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},
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"nameDecorated": "....Furniture and Fixtures",
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"tagId": {
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"id": 0,
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"active": false,
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"mandatory": false
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}
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},
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{
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"id": 32,
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"name": "Cash In Hand",
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"parentId": 10,
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"glCode": "20301",
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"disabled": false,
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"manualEntriesAllowed": true,
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"type": {
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"id": 1,
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"code": "accountType.asset",
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"value": "ASSET"
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},
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"usage": {
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"id": 1,
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"code": "accountUsage.detail",
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"value": "DETAIL"
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||||
},
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"nameDecorated": "....Cash In Hand",
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"tagId": {
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"id": 0,
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||||
"active": false,
|
||||
"mandatory": false
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||||
}
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||||
},
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{
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"id": 33,
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"name": "Petty Cash",
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"parentId": 10,
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"glCode": "20302",
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"disabled": false,
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"manualEntriesAllowed": true,
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"type": {
|
||||
"id": 1,
|
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"code": "accountType.asset",
|
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"value": "ASSET"
|
||||
},
|
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"usage": {
|
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"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Petty Cash",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 34,
|
||||
"name": "Loans to Customers",
|
||||
"parentId": 12,
|
||||
"glCode": "20501",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 1,
|
||||
"code": "accountType.asset",
|
||||
"value": "ASSET"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Loans to Customers",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 35,
|
||||
"name": "Current Account Overdrafts",
|
||||
"parentId": 12,
|
||||
"glCode": "20502",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 1,
|
||||
"code": "accountType.asset",
|
||||
"value": "ASSET"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Current Account Overdrafts",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 17,
|
||||
"name": "Suspense Account",
|
||||
"glCode": "9999",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 1,
|
||||
"code": "accountType.asset",
|
||||
"value": "ASSET"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "Suspense Account",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
}
|
||||
],
|
||||
"incomeAccountOptions": [
|
||||
{
|
||||
"id": 54,
|
||||
"name": "Loan Recovery (Temp)",
|
||||
"glCode": "220002-Temp",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 4,
|
||||
"code": "accountType.income",
|
||||
"value": "INCOME"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"description": "Temporary account to track income from Loan recovery",
|
||||
"nameDecorated": "Loan Recovery (Temp)",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 36,
|
||||
"name": "Fees and Charges",
|
||||
"parentId": 18,
|
||||
"glCode": "30101",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 4,
|
||||
"code": "accountType.income",
|
||||
"value": "INCOME"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Fees and Charges",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 37,
|
||||
"name": "Penalties",
|
||||
"parentId": 18,
|
||||
"glCode": "30102",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 4,
|
||||
"code": "accountType.income",
|
||||
"value": "INCOME"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Penalties",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 38,
|
||||
"name": "Interest Received from Borrowers",
|
||||
"parentId": 18,
|
||||
"glCode": "30103",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 4,
|
||||
"code": "accountType.income",
|
||||
"value": "INCOME"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Interest Received from Borrowers",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 39,
|
||||
"name": "Insurance Charges",
|
||||
"parentId": 18,
|
||||
"glCode": "30104",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 4,
|
||||
"code": "accountType.income",
|
||||
"value": "INCOME"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Insurance Charges",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
},
|
||||
{
|
||||
"id": 40,
|
||||
"name": "Other Operating Income",
|
||||
"parentId": 18,
|
||||
"glCode": "30105",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 4,
|
||||
"code": "accountType.income",
|
||||
"value": "INCOME"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Other Operating Income",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
}
|
||||
],
|
||||
"equityAccountOptions": [
|
||||
{
|
||||
"id": 56,
|
||||
"name": "Share Equity",
|
||||
"parentId": 25,
|
||||
"glCode": "00098",
|
||||
"disabled": false,
|
||||
"manualEntriesAllowed": true,
|
||||
"type": {
|
||||
"id": 3,
|
||||
"code": "accountType.equity",
|
||||
"value": "EQUITY"
|
||||
},
|
||||
"usage": {
|
||||
"id": 1,
|
||||
"code": "accountUsage.detail",
|
||||
"value": "DETAIL"
|
||||
},
|
||||
"nameDecorated": "....Share Equity",
|
||||
"tagId": {
|
||||
"id": 0,
|
||||
"active": false,
|
||||
"mandatory": false
|
||||
}
|
||||
}
|
||||
]
|
||||
}
|
||||
}
|
||||
],
|
||||
"chargeOptions": [
|
||||
{
|
||||
"id": 2,
|
||||
"name": "Activation fee",
|
||||
"active": true,
|
||||
"penalty": false,
|
||||
"currency": {
|
||||
"code": "USD",
|
||||
"name": "US Dollar",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "$",
|
||||
"nameCode": "currency.USD",
|
||||
"displayLabel": "US Dollar ($)"
|
||||
},
|
||||
"amount": 2,
|
||||
"chargeTimeType": {
|
||||
"id": 14,
|
||||
"code": "chargeTimeType.sharespurchase",
|
||||
"value": "Share Purchase"
|
||||
},
|
||||
"chargeAppliesTo": {
|
||||
"id": 4,
|
||||
"code": "chargeAppliesTo.shares",
|
||||
"value": "Shares"
|
||||
},
|
||||
"chargeCalculationType": {
|
||||
"id": 1,
|
||||
"code": "chargeCalculationType.flat",
|
||||
"value": "Flat"
|
||||
},
|
||||
"chargePaymentMode": {
|
||||
"id": 0,
|
||||
"code": "chargepaymentmode.regular",
|
||||
"value": "Regular"
|
||||
}
|
||||
}
|
||||
]
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="selfshareaccount_create" name="selfshareaccount_create" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Submit new share application</h2>
|
||||
<br/>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="fineractHeading2">Mandatory Fields</div></td></tr>
|
||||
<tr class=alt><td>clientId, productId, submittedDate, savingsAccountId, requestedShares, applicationDate</td></tr>
|
||||
</table>
|
||||
<br/>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="fineractHeading2">Optional Fields</div></td></tr>
|
||||
<tr class=alt><td>accountNo, externalId</td></tr>
|
||||
</table>
|
||||
<br/>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="fineractHeading2">Inherited from Product (if not provided)</div></td></tr>
|
||||
<tr class=alt><td> minimumActivePeriod, minimumActivePeriodFrequencyType, lockinPeriodFrequency, lockinPeriodFrequencyType</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<p>Minimal request: accountNo auto generated, remaining details inherited from Share product.</p>
|
||||
<code class="method-declaration">POST https://Domain Name/api/v1/self/shareaccounts</code>
|
||||
<code class="method-request">POST Share Account
|
||||
Content-Type: application/json
|
||||
Request Body:
|
||||
{
|
||||
"productId":3,
|
||||
"unitPrice":1,
|
||||
"requestedShares":500,
|
||||
"submittedDate":"31 July 2018",
|
||||
"savingsAccountId":2,
|
||||
"applicationDate":"31 July 2018",
|
||||
"locale":"en",
|
||||
"dateFormat":"dd MMMM yyyy",
|
||||
"charges":[
|
||||
{
|
||||
"chargeId":2,
|
||||
"amount":2
|
||||
}
|
||||
],
|
||||
"clientId":"14"
|
||||
}
|
||||
</code>
|
||||
<code class="method-response">
|
||||
{
|
||||
"resourceId": 12
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="selfshareaccount_retrieve" name="selfshareaccount_retrieve" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Retrieve a share application/account:</h2>
|
||||
|
||||
<p>Example Requests : </p>
|
||||
<div class=apiClick>self/shareaccounts/12</div>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">GET https://DomainName/api/v1/self/shareaccounts/{accountId}</code>
|
||||
<code class="method-response">
|
||||
{
|
||||
"id": 12,
|
||||
"accountNo": "000000012",
|
||||
"savingsAccountNumber": "000000002",
|
||||
"clientId": 14,
|
||||
"clientName": "Bheem",
|
||||
"productId": 3,
|
||||
"productName": "SP",
|
||||
"status": {
|
||||
"id": 100,
|
||||
"code": "shareAccountStatusType.submitted.and.pending.approval",
|
||||
"value": "Submitted and pending approval",
|
||||
"submittedAndPendingApproval": true,
|
||||
"approved": false,
|
||||
"rejected": false,
|
||||
"active": false,
|
||||
"closed": false
|
||||
},
|
||||
"timeline": {
|
||||
"submittedOnDate": [
|
||||
2018,
|
||||
7,
|
||||
31
|
||||
],
|
||||
"submittedByUsername": "self",
|
||||
"submittedByFirstname": "self",
|
||||
"submittedByLastname": "self"
|
||||
},
|
||||
"currency": {
|
||||
"code": "USD",
|
||||
"name": "US Dollar",
|
||||
"decimalPlaces": 2,
|
||||
"inMultiplesOf": 1,
|
||||
"displaySymbol": "$",
|
||||
"nameCode": "currency.USD",
|
||||
"displayLabel": "US Dollar ($)"
|
||||
},
|
||||
"summary": {
|
||||
"id": 12,
|
||||
"accountNo": "000000012",
|
||||
"totalApprovedShares": 0,
|
||||
"totalPendingForApprovalShares": 500,
|
||||
"productId": 3,
|
||||
"productName": "SP",
|
||||
"status": {
|
||||
"id": 100,
|
||||
"code": "shareAccountStatusType.submitted.and.pending.approval",
|
||||
"value": "Submitted and pending approval",
|
||||
"submittedAndPendingApproval": true,
|
||||
"approved": false,
|
||||
"rejected": false,
|
||||
"active": false,
|
||||
"closed": false
|
||||
},
|
||||
"currency": {
|
||||
"code": "USD",
|
||||
"name": "US Dollar",
|
||||
"decimalPlaces": 2,
|
||||
"inMultiplesOf": 1,
|
||||
"displaySymbol": "$",
|
||||
"nameCode": "currency.USD",
|
||||
"displayLabel": "US Dollar ($)"
|
||||
},
|
||||
"timeline": {
|
||||
"submittedOnDate": [
|
||||
2018,
|
||||
7,
|
||||
31
|
||||
],
|
||||
"submittedByUsername": "self",
|
||||
"submittedByFirstname": "self",
|
||||
"submittedByLastname": "self"
|
||||
}
|
||||
},
|
||||
"purchasedShares": [
|
||||
{
|
||||
"id": 13,
|
||||
"accountId": 12,
|
||||
"purchasedDate": [
|
||||
2018,
|
||||
7,
|
||||
31
|
||||
],
|
||||
"numberOfShares": 500,
|
||||
"purchasedPrice": 1,
|
||||
"status": {
|
||||
"id": 100,
|
||||
"code": "purchasedSharesStatusType.applied",
|
||||
"value": "Pending Approval"
|
||||
},
|
||||
"type": {
|
||||
"id": 500,
|
||||
"code": "purchasedSharesType.purchased",
|
||||
"value": "Purchase"
|
||||
},
|
||||
"amount": 502,
|
||||
"chargeAmount": 2,
|
||||
"amountPaid": 500
|
||||
}
|
||||
],
|
||||
"savingsAccountId": 2,
|
||||
"currentMarketPrice": 1,
|
||||
"lockPeriodTypeEnum": {
|
||||
"id": 4,
|
||||
"code": "sharePeriodFrequencyType.invalid",
|
||||
"value": "Invalid"
|
||||
},
|
||||
"minimumActivePeriodTypeEnum": {
|
||||
"id": 4,
|
||||
"code": "sharePeriodFrequencyType.invalid",
|
||||
"value": "Invalid"
|
||||
},
|
||||
"allowDividendCalculationForInactiveClients": false,
|
||||
"charges": [
|
||||
{
|
||||
"id": 9,
|
||||
"chargeId": 2,
|
||||
"accountId": 12,
|
||||
"name": "Activation fee",
|
||||
"chargeTimeType": {
|
||||
"id": 14,
|
||||
"code": "chargeTimeType.sharespurchase",
|
||||
"value": "Share Purchase"
|
||||
},
|
||||
"chargeCalculationType": {
|
||||
"id": 1,
|
||||
"code": "chargeCalculationType.flat",
|
||||
"value": "Flat"
|
||||
},
|
||||
"percentage": 0,
|
||||
"amountPercentageAppliedTo": 0,
|
||||
"currency": {
|
||||
"code": "USD",
|
||||
"name": "US Dollar",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "$",
|
||||
"nameCode": "currency.USD",
|
||||
"displayLabel": "US Dollar ($)"
|
||||
},
|
||||
"amount": 2,
|
||||
"amountPaid": 0,
|
||||
"amountWaived": 0,
|
||||
"amountWrittenOff": 0,
|
||||
"amountOutstanding": 2,
|
||||
"amountOrPercentage": 2,
|
||||
"isActive": true
|
||||
}
|
||||
],
|
||||
"dividends": []
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- end of Customer Self Service APIs-->
|
||||
</div>
|
||||
<!-- main-content-wrapper -->
|
||||
|
||||
+3
-1
@@ -95,7 +95,9 @@ public interface ShareAccountApiConstants {
|
||||
|
||||
public String additionalshares_paramname = "additionalshares" ;
|
||||
|
||||
public String closeddate_paramname = "closedDate" ;
|
||||
public String closeddate_paramname = "closedDate";
|
||||
|
||||
public static final String shareEntityType = "share";
|
||||
|
||||
Set<String> supportedParameters = new HashSet<>(Arrays.asList(locale_paramname, dateformat_paramname, id_paramname,clientid_paramname, productid_paramname,
|
||||
submitteddate_paramname,approveddate_paramname, externalid_paramname, currency_paramname, digitsafterdecimal_paramname,
|
||||
|
||||
+167
@@ -0,0 +1,167 @@
|
||||
/**
|
||||
* 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.self.shareaccounts.api;
|
||||
|
||||
import java.util.ArrayList;
|
||||
import java.util.Collection;
|
||||
import java.util.HashMap;
|
||||
|
||||
import javax.ws.rs.Consumes;
|
||||
import javax.ws.rs.GET;
|
||||
import javax.ws.rs.POST;
|
||||
import javax.ws.rs.Path;
|
||||
import javax.ws.rs.PathParam;
|
||||
import javax.ws.rs.Produces;
|
||||
import javax.ws.rs.QueryParam;
|
||||
import javax.ws.rs.core.Context;
|
||||
import javax.ws.rs.core.MediaType;
|
||||
import javax.ws.rs.core.UriInfo;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.api.ApiRequestParameterHelper;
|
||||
import org.apache.fineract.infrastructure.core.serialization.ApiRequestJsonSerializationSettings;
|
||||
import org.apache.fineract.infrastructure.core.serialization.DefaultToApiJsonSerializer;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.portfolio.accounts.api.AccountsApiResource;
|
||||
import org.apache.fineract.portfolio.accounts.constants.ShareAccountApiConstants;
|
||||
import org.apache.fineract.portfolio.accounts.data.AccountData;
|
||||
import org.apache.fineract.portfolio.accounts.exceptions.ShareAccountNotFoundException;
|
||||
import org.apache.fineract.portfolio.charge.data.ChargeData;
|
||||
import org.apache.fineract.portfolio.charge.service.ChargeReadPlatformService;
|
||||
import org.apache.fineract.portfolio.client.exception.ClientNotFoundException;
|
||||
import org.apache.fineract.portfolio.products.data.ProductData;
|
||||
import org.apache.fineract.portfolio.products.service.ProductReadPlatformService;
|
||||
import org.apache.fineract.portfolio.self.client.service.AppuserClientMapperReadService;
|
||||
import org.apache.fineract.portfolio.self.shareaccounts.data.SelfShareAccountsDataValidator;
|
||||
import org.apache.fineract.portfolio.self.shareaccounts.service.AppUserShareAccountsMapperReadPlatformService;
|
||||
import org.apache.fineract.portfolio.shareaccounts.data.ShareAccountData;
|
||||
import org.apache.fineract.portfolio.shareaccounts.service.ShareAccountReadPlatformService;
|
||||
import org.apache.fineract.useradministration.domain.AppUser;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.context.annotation.Scope;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/self/shareaccounts")
|
||||
@Component
|
||||
@Scope("singleton")
|
||||
public class SelfShareAccountsApiResource {
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final AccountsApiResource accountsApiResource;
|
||||
private final ShareAccountReadPlatformService readPlatformService;
|
||||
private final ApiRequestParameterHelper apiRequestParameterHelper;
|
||||
|
||||
private final DefaultToApiJsonSerializer<AccountData> toApiJsonSerializer;
|
||||
private final AppuserClientMapperReadService appuserClientMapperReadService;
|
||||
private final SelfShareAccountsDataValidator selfShareAccountsDataValidator;
|
||||
private final ProductReadPlatformService productReadPlatformService;
|
||||
private final ChargeReadPlatformService chargeReadPlatformService;
|
||||
private final AppUserShareAccountsMapperReadPlatformService appUserShareAccountsMapperReadPlatformService;
|
||||
|
||||
@Autowired
|
||||
public SelfShareAccountsApiResource(final PlatformSecurityContext context,
|
||||
final AccountsApiResource accountsApiResource, final ShareAccountReadPlatformService readPlatformService,
|
||||
final DefaultToApiJsonSerializer<AccountData> toApiJsonSerializer,
|
||||
final ApiRequestParameterHelper apiRequestParameterHelper,
|
||||
final AppuserClientMapperReadService appuserClientMapperReadService,
|
||||
final SelfShareAccountsDataValidator selfShareAccountsDataValidator,
|
||||
final ProductReadPlatformService productReadPlatformService,
|
||||
final ChargeReadPlatformService chargeReadPlatformService,
|
||||
final AppUserShareAccountsMapperReadPlatformService appUserShareAccountsMapperReadPlatformService) {
|
||||
this.context = context;
|
||||
this.accountsApiResource = accountsApiResource;
|
||||
this.readPlatformService = readPlatformService;
|
||||
this.toApiJsonSerializer = toApiJsonSerializer;
|
||||
this.apiRequestParameterHelper = apiRequestParameterHelper;
|
||||
this.selfShareAccountsDataValidator = selfShareAccountsDataValidator;
|
||||
this.appuserClientMapperReadService = appuserClientMapperReadService;
|
||||
this.productReadPlatformService = productReadPlatformService;
|
||||
this.chargeReadPlatformService = chargeReadPlatformService;
|
||||
this.appUserShareAccountsMapperReadPlatformService = appUserShareAccountsMapperReadPlatformService;
|
||||
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("template")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public String template(@QueryParam("clientId") final Long clientId, @QueryParam("productId") final Long productId,
|
||||
@Context final UriInfo uriInfo) {
|
||||
|
||||
validateAppuserClientsMapping(clientId);
|
||||
|
||||
Collection<ProductData> productOptions = new ArrayList<ProductData>();
|
||||
if (productId != null) {
|
||||
final boolean includeTemplate = true;
|
||||
productOptions.add(productReadPlatformService.retrieveOne(productId, includeTemplate));
|
||||
} else {
|
||||
productOptions = productReadPlatformService.retrieveAllForLookup();
|
||||
}
|
||||
|
||||
String clientName = null;
|
||||
|
||||
final Collection<ChargeData> chargeOptions = this.chargeReadPlatformService.retrieveSharesApplicableCharges();
|
||||
final ShareAccountData accountData = new ShareAccountData(clientId, clientName, productOptions, chargeOptions);
|
||||
|
||||
return this.toApiJsonSerializer.serialize(accountData);
|
||||
|
||||
}
|
||||
|
||||
@POST
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public String createAccount(final String apiRequestBodyAsJson) {
|
||||
HashMap<String, Object> attr = this.selfShareAccountsDataValidator
|
||||
.validateShareAccountApplication(apiRequestBodyAsJson);
|
||||
final Long clientId = (Long) attr.get(ShareAccountApiConstants.clientid_paramname);
|
||||
validateAppuserClientsMapping(clientId);
|
||||
String accountType = ShareAccountApiConstants.shareEntityType;
|
||||
return this.accountsApiResource.createAccount(accountType, apiRequestBodyAsJson);
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("{accountId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public String retrieveShareAccount(@PathParam("accountId") final Long accountId, @Context final UriInfo uriInfo) {
|
||||
validateAppuserShareAccountMapping(accountId);
|
||||
final boolean includeTemplate = false;
|
||||
AccountData accountData = this.readPlatformService.retrieveOne(accountId, includeTemplate);
|
||||
final ApiRequestJsonSerializationSettings settings = this.apiRequestParameterHelper
|
||||
.process(uriInfo.getQueryParameters());
|
||||
return this.toApiJsonSerializer.serialize(settings, accountData, readPlatformService.getResponseDataParams());
|
||||
}
|
||||
|
||||
private void validateAppuserShareAccountMapping(final Long accountId) {
|
||||
AppUser user = this.context.authenticatedUser();
|
||||
final boolean isMapped = this.appUserShareAccountsMapperReadPlatformService
|
||||
.isShareAccountsMappedToUser(accountId, user.getId());
|
||||
if (!isMapped) {
|
||||
throw new ShareAccountNotFoundException(accountId);
|
||||
}
|
||||
}
|
||||
|
||||
private void validateAppuserClientsMapping(final Long clientId) {
|
||||
AppUser user = this.context.authenticatedUser();
|
||||
final boolean mappedClientId = this.appuserClientMapperReadService.isClientMappedToUser(clientId, user.getId());
|
||||
if (!mappedClientId) {
|
||||
throw new ClientNotFoundException(clientId);
|
||||
}
|
||||
}
|
||||
}
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
/**
|
||||
* 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.self.shareaccounts.data;
|
||||
|
||||
import java.util.ArrayList;
|
||||
import java.util.HashMap;
|
||||
import java.util.List;
|
||||
|
||||
import org.apache.commons.lang.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.data.ApiParameterError;
|
||||
import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
|
||||
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
|
||||
import org.apache.fineract.portfolio.accounts.constants.ShareAccountApiConstants;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
import com.google.gson.JsonElement;
|
||||
|
||||
@Component
|
||||
public class SelfShareAccountsDataValidator {
|
||||
|
||||
private final FromJsonHelper fromApiJsonHelper;
|
||||
|
||||
@Autowired
|
||||
public SelfShareAccountsDataValidator(final FromJsonHelper fromApiJsonHelper) {
|
||||
this.fromApiJsonHelper = fromApiJsonHelper;
|
||||
}
|
||||
|
||||
public HashMap<String, Object> validateShareAccountApplication(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder baseDataValidator = new DataValidatorBuilder(dataValidationErrors)
|
||||
.resource(ShareAccountApiConstants.shareEntityType);
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
final String clientId = this.fromApiJsonHelper.extractStringNamed(ShareAccountApiConstants.clientid_paramname,
|
||||
element);
|
||||
baseDataValidator.reset().parameter(ShareAccountApiConstants.clientid_paramname).value(clientId).notNull()
|
||||
.longGreaterThanZero();
|
||||
|
||||
if (!dataValidationErrors.isEmpty()) {
|
||||
throw new PlatformApiDataValidationException(dataValidationErrors);
|
||||
}
|
||||
|
||||
HashMap<String, Object> retAttr = new HashMap<>();
|
||||
retAttr.put(ShareAccountApiConstants.clientid_paramname, Long.parseLong(clientId));
|
||||
|
||||
return retAttr;
|
||||
|
||||
}
|
||||
|
||||
}
|
||||
+26
@@ -0,0 +1,26 @@
|
||||
/**
|
||||
* 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.self.shareaccounts.service;
|
||||
|
||||
public interface AppUserShareAccountsMapperReadPlatformService {
|
||||
|
||||
public Boolean isShareAccountsMappedToUser(Long accountId, Long appUserId);
|
||||
|
||||
}
|
||||
+51
@@ -0,0 +1,51 @@
|
||||
/**
|
||||
* 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.self.shareaccounts.service;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.service.RoutingDataSource;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Service;
|
||||
|
||||
@Service
|
||||
public class AppUserShareAccountsMapperReadPlatformServiceImpl
|
||||
implements AppUserShareAccountsMapperReadPlatformService {
|
||||
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
@Autowired
|
||||
public AppUserShareAccountsMapperReadPlatformServiceImpl(
|
||||
final RoutingDataSource dataSource) {
|
||||
this.jdbcTemplate = new JdbcTemplate(dataSource);
|
||||
}
|
||||
|
||||
@Override
|
||||
public Boolean isShareAccountsMappedToUser(Long accountId, Long appUserId) {
|
||||
return this.jdbcTemplate
|
||||
.queryForObject(
|
||||
"select case when (count(*) > 0) then true else false end "
|
||||
+ " from m_selfservice_user_client_mapping as m "
|
||||
+ " left join m_share_account as shares on shares.client_id = m.client_id "
|
||||
+ " where shares.id = ? and m.appuser_id = ? ",
|
||||
new Object[] { accountId, appUserId }, Boolean.class);
|
||||
}
|
||||
|
||||
}
|
||||
Reference in New Issue
Block a user