Documentation of FD and Saving Accounts
This commit is contained in:
+824
-7
@@ -1030,25 +1030,46 @@
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr class="alt">
|
||||
<td><a href="#loans">FIXED DEPOSITS</a></td>
|
||||
<td><a href="#fixeddeposits">FIXED DEPOSITS</a></td>
|
||||
<td>depositaccounts</td>
|
||||
<td><a href="#loans_create">Create a New Deposit
|
||||
<td><a href="#fixeddeposits_create">Create a New Deposit
|
||||
Application</a></td>
|
||||
<td><a href="#loans_create">List Deposit Applications</a></td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td></td>
|
||||
<td>depositaccounts/{accountId}</td>
|
||||
<td><a href="#loans_approve_etc">Approve, Undo Approve,
|
||||
<td><a href="#fixeddeposits_approve_etc">Approve, Undo Approve,
|
||||
Interest withdraw, Reject a Deposit Application or Withdraw a
|
||||
Deposit Application</a></td>
|
||||
<td><a href="#loans_retrieve">Retrieve a Deposit
|
||||
<td><a href="#fixeddeposits_retrieve">Retrieve a Deposit
|
||||
Application</a></td>
|
||||
<td><a href="#loans_delete">Update a Deposit
|
||||
<td></td>
|
||||
<td><a href="#fixeddeposits_delete">Delete a Deposit
|
||||
Application</a></td>
|
||||
<td><a href="#loans_delete">Delete a Deposit
|
||||
</tr>
|
||||
|
||||
<tr class="alt">
|
||||
<td><a href="#savingaccounts">SAVING ACCOUNTS</a></td>
|
||||
<td>savingaccounts</td>
|
||||
<td><a href="#savingaccounts_create">Create a New Saving
|
||||
Application</a></td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td></td>
|
||||
<td>savingaccounts/{accountId}</td>
|
||||
<td><a href="#savingaccounts_approve_etc">Approve, Undo Approve,
|
||||
Interest withdraw, Reject a Saving Application or Withdraw a
|
||||
Saving Application</a></td>
|
||||
<td><a href="#savingaccounts_retrieve">Retrieve a Saving
|
||||
Application</a></td>
|
||||
<td></td>
|
||||
<td><a href="#savingaccounts_delete">Delete a Saving
|
||||
Application</a></td>
|
||||
</tr>
|
||||
</table>
|
||||
@@ -2776,6 +2797,802 @@ Request Body:
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
<!-- start of fixed deposits -->
|
||||
|
||||
<a id="fixeddeposits" name="fixeddeposits" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Fixed Deposits :</h2>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="mifosXHeading2">Field Descriptions</div></td></tr>
|
||||
<tr class=alt><td>deposit :</td></tr>
|
||||
<tr><td class=fielddesc>The amount to be deposit in the fixeddeposit.</td></tr>
|
||||
<tr class=alt><td>externalId :</td></tr>
|
||||
<tr><td class=fielddesc>A place to put an external reference for this fixeddeposit. e.g. The ID another system uses.<br>
|
||||
If provided, it must be unique.</td></tr>
|
||||
|
||||
<tr class=alt><td>tenureInMonths :</td></tr>
|
||||
<tr><td class=fielddesc>denotes the tenure period of depsoit account. </td></tr>
|
||||
|
||||
<tr class=alt><td>renewalAllowed :</td></tr>
|
||||
<tr><td class=fielddesc>Whether the deposit account is eligible for renew after maturity. <br>
|
||||
If 'true' : renewalAllowed otherwise renewal not allowed.</td></tr>
|
||||
|
||||
<tr class=alt><td>isInterestWithdrawable :</td></tr>
|
||||
<tr><td class=fielddesc>denotes whether for this deposit account interest is withdrawable or not <br>
|
||||
If true interest is withdrawable and 'interestCompoundingAllowed' is must be false. </td></tr>
|
||||
|
||||
<tr class=alt><td>interestCompoundingAllowed :</td></tr>
|
||||
<tr><td class=fielddesc>denotes interestCompounding is allowed or not for a deposit account <br>
|
||||
If 'false' on simple interest basis the interest is calculated</td></tr>
|
||||
|
||||
<tr class=alt><td>maturityInterestRate :</td></tr>
|
||||
<tr><td class=fielddesc>Interest rate applicable on deposit amount upto maturity date, <br>
|
||||
after maturrity if the account is not closed 'preClosureInterestRate' is applicable on deposit amount </td></tr>
|
||||
|
||||
<tr class=alt><td>preClosureInterestRate :</td></tr>
|
||||
<tr><td class=fielddesc>Interest rate applicable on deposit amount if the account is closed before maturity date, <br>
|
||||
and after maturity of account if it is not closed or renewed this interest rate is applicable.</td></tr>
|
||||
|
||||
<tr class=alt><td>interestCompoundedEvery :</td></tr>
|
||||
<tr><td class=fielddesc>Interest is calculated on deposit account for every interestCompoundedEvery period</td></tr>
|
||||
|
||||
<tr class=alt><td>lockinPeriod :</td></tr>
|
||||
<tr><td class=fielddesc>With in a lockinperiod, the deposit account cannot be preclosed</td></tr>
|
||||
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
<a id="fixeddeposits_template" name="fixeddeposits_template" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Retrieve Fixeddeposit Details Template :</h2>
|
||||
<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:
|
||||
<ul>
|
||||
<li class=normalli>Field Defaults</li>
|
||||
<li class=normalli>Allowed Value Lists</li>
|
||||
</ul>
|
||||
</p>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>clientId</dt>
|
||||
<dd>Integer <span>mandatory</span></dd>
|
||||
<dt>productId</dt>
|
||||
<dd>Integer <span>optional</span></dd>
|
||||
<dd>If entered, productId, productName and selectedProduct fields are returned. </dd>
|
||||
</dl>
|
||||
<p>Example Requests: </p>
|
||||
<div class=apiClick>depositaccounts/template?clientId=17&productId=1</div>
|
||||
<br><br>
|
||||
<div class=apiClick>depositaccounts/template?clientId=17</div>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">GET https://Domain Name/api/v1/depositaccounts/template</code>
|
||||
<code class="method-response">{
|
||||
"clientId": 17,
|
||||
"clientName": "Agri",
|
||||
"productId": 1,
|
||||
"productName": "Micro Savings",
|
||||
"currency": {
|
||||
"code": "INR",
|
||||
"name": "",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "",
|
||||
"nameCode": "",
|
||||
"displayLabel": " [INR]"
|
||||
},
|
||||
"deposit": 200.000000,
|
||||
"maturityInterestRate": 12.000000,
|
||||
"tenureInMonths": 0,
|
||||
"projectedCommencementDate": [2013,
|
||||
1,
|
||||
30],
|
||||
"interestCompoundedEvery": 6,
|
||||
"interestCompoundedEveryPeriodType": {
|
||||
"id": 2,
|
||||
"code": "deposit.interest.compounding.period.periodFrequencyType.months",
|
||||
"value": "Months"
|
||||
},
|
||||
"renewalAllowed": true,
|
||||
"preClosureAllowed": true,
|
||||
"preClosureInterestRate": 5.000000,
|
||||
"isInterestWithdrawable": false,
|
||||
"interestCompoundingAllowed": false,
|
||||
"interestCompoundedEveryPeriodTypeOptions": [{
|
||||
"id": 2,
|
||||
"code": "deposit.interest.compounding.period.periodFrequencyType.months",
|
||||
"value": "Months"
|
||||
}],
|
||||
"productOptions": [{
|
||||
"id": 5,
|
||||
"name": "fgretgr"
|
||||
},
|
||||
{
|
||||
"id": 1,
|
||||
"name": "Micro Savings"
|
||||
},
|
||||
{
|
||||
"id": 4,
|
||||
"name": "PlusOne Deposit"
|
||||
}],
|
||||
"availableInterestForWithdrawal": 0,
|
||||
"availableWithdrawalAmount": 0,
|
||||
"todaysDate": [2013,
|
||||
1,
|
||||
30],
|
||||
"isLockinPeriodAllowed": true,
|
||||
"lockinPeriod": 0,
|
||||
"lockinPeriodType": {
|
||||
"id": 2,
|
||||
"code": "deposit.interest.compounding.period.periodFrequencyType.months",
|
||||
"value": "Months"
|
||||
},
|
||||
"availableInterest": 0,
|
||||
"interestPostedAmount": 0
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="fixeddeposits_retrieve" name="fixeddeposits_retrieve" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Retrieve a fixeddeposit:</h2>
|
||||
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>associations</dt>
|
||||
<dd>optional, <span>'all' deposit associations are itemised below </span></dd>
|
||||
<dd><br>Associations are just extra pieces of data that you might or might not want to retrieve.<br><br></dd>
|
||||
<dd><b>'all':</b> Gets all association data.</dd>
|
||||
<dd><b>'permissions':</b> Data that describes what things can happen to the deposit in its current state.
|
||||
Very specific to the needs of the current Individual Lending client application.</dd>
|
||||
</dl>
|
||||
<p>Example Requests: </p>
|
||||
<div class=apiClick>depositaccounts/1</div>
|
||||
<br><br>
|
||||
<div class=apiClick>depositaccounts/1?associations=all</div>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">GET https://DomainName/api/v1/depositaccounts/{depositaccountId}</code>
|
||||
<code class="method-response">{
|
||||
{
|
||||
"id": 5,
|
||||
"status": {
|
||||
"id": 100,
|
||||
"code": "depositStatusType.submitted.and.pending.approval",
|
||||
"value": "Submitted and pending approval"
|
||||
},
|
||||
"clientId": 17,
|
||||
"clientName": "Agri",
|
||||
"productId": 1,
|
||||
"productName": "Micro Savings",
|
||||
"currency": {
|
||||
"code": "INR",
|
||||
"name": "Indian Rupee",
|
||||
"decimalPlaces": 2,
|
||||
"nameCode": "currency.INR",
|
||||
"displayLabel": "Indian Rupee [INR]"
|
||||
},
|
||||
"deposit": 200.000000,
|
||||
"maturityInterestRate": 12.000000,
|
||||
"tenureInMonths": 12,
|
||||
"projectedCommencementDate": [2012, 12, 16],
|
||||
"maturedOn": [2013, 12, 15],
|
||||
"projectedInterestAccrued": 24.000000,
|
||||
"projectedMaturityAmount": 224.000000,
|
||||
"interestCompoundedEvery": 6,
|
||||
"interestCompoundedEveryPeriodType": {
|
||||
"id": 2,
|
||||
"code": "deposit.interest.compounding.period.periodFrequencyType.months",
|
||||
"value": "Months"
|
||||
},
|
||||
"renewalAllowed": true,
|
||||
"preClosureAllowed": true,
|
||||
"preClosureInterestRate": 5.000000,
|
||||
"isInterestWithdrawable": true,
|
||||
"interestPaid": 0.000000,
|
||||
"interestCompoundingAllowed": false,
|
||||
"permissions": {
|
||||
"rejectAllowed": true,
|
||||
"withdrawnByApplicantAllowed": true,
|
||||
"undoApprovalAllowed": false,
|
||||
"pendingApproval": true,
|
||||
"isInterestWithdrawalAllowed": true,
|
||||
"renewelAllowed": false,
|
||||
"isMaturedDepositAccount": false,
|
||||
"anyActionOnAccountAllowed": true
|
||||
},
|
||||
"availableInterestForWithdrawal": 0,
|
||||
"availableWithdrawalAmount": 200.000000,
|
||||
"todaysDate": [2013, 1, 30],
|
||||
"isLockinPeriodAllowed": true,
|
||||
"lockinPeriod": 0,
|
||||
"lockinPeriodType": {
|
||||
"id": 2,
|
||||
"code": "deposit.interest.compounding.period.periodFrequencyType.months",
|
||||
"value": "Months"
|
||||
},
|
||||
"availableInterest": 0.000000,
|
||||
"interestPostedAmount": 0.000000,
|
||||
"imageKey": "/root/.mifosx/DefaultDemoTenant/images/clients/33/places.png"
|
||||
}
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="fixeddeposits_create" name="fixeddeposits_create" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Create a New DepositAccount / Submit a DepositAccount Application</h2>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>command</dt>
|
||||
<dd>String<span> Optional, case-insensitive</span></dd>
|
||||
<dd>The default action is to Submit a New DepositAccount Application ("Submitted and awaiting approval" status).<br></dd>
|
||||
</dl>
|
||||
<br>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="mifosXHeading2">Mandatory Fields</div></td></tr>
|
||||
<tr class=alt><td>clientId, productId, deposit, maturityInterestRate, commencementDate</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">POST https://Domain Name/api/v1/depositaccounts</code>
|
||||
<code class="method-request">POST depositaccount
|
||||
Content-Type: application/json
|
||||
Request Body:
|
||||
{
|
||||
"clientId": "17",
|
||||
"dateFormat": "dd MMMM yyyy",
|
||||
"locale": "en",
|
||||
"productId": "1",
|
||||
"commencementDate": "25 January 2013",
|
||||
"externalId": "123",
|
||||
"deposit": "20000",
|
||||
"tenureInMonths": "3",
|
||||
"renewalAllowed": "true",
|
||||
"preClosureAllowed": "true",
|
||||
"interestCompoundingAllowed": "false",
|
||||
"isInterestWithdrawable": "true",
|
||||
"isLockinPeriodAllowed": "true",
|
||||
"maturityInterestRate": "12",
|
||||
"preClosureInterestRate": "5",
|
||||
"interestCompoundedEvery": "6",
|
||||
"interestCompoundedEveryPeriodType": "2",
|
||||
"lockinPeriod": "1",
|
||||
"lockinPeriodType": "2"
|
||||
}
|
||||
|
||||
</code>
|
||||
<code class="method-response">{
|
||||
"resourceId": 42
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="fixeddeposits_approve_etc" name="fixeddeposits_approve_etc" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2> Approval, Reject or Withdraw a DepositAccount Application</h2>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>command</dt>
|
||||
<dd>String<span> Mandatory, case-insensitive</span></dd>
|
||||
<dd>'approve' : Approve DepositAccount</dd>
|
||||
<dd>'reject' : Reject DepositAccount</dd>
|
||||
<dd>'withdrewbyclient' : Client Withdrew DepositAccount Application</dd>
|
||||
<dt>Deposit amount</dt>
|
||||
<dd>Integer<span>Mandatory</span></dd>
|
||||
<dt>Deposit interest rate</dt>
|
||||
<dd>Integer<span>Mandatory</span></dd>
|
||||
<dt>Tenure month</dt>
|
||||
<dd>Integer<span>Mandatory</span></dd>
|
||||
<dt>Interest posted every</dt>
|
||||
<dd>Integer<span>Mandatory</span></dd>
|
||||
</dl>
|
||||
<br>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="mifosXHeading2">Mandatory Fields</div></td></tr>
|
||||
<tr class=alt><td>eventDate</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">POST https://DomainName/api/v1/depositaccounts/{depositaccountId}</code>
|
||||
<code class="method-request">POST depositaccounts/1?command=reject
|
||||
Content-Type: application/json
|
||||
Request Body:
|
||||
{
|
||||
"dateFormat": "dd MMMM yyyy",
|
||||
"eventDate": "07 May 2012",
|
||||
"note": "and event note is added"
|
||||
} </code>
|
||||
<code class="method-response">
|
||||
{
|
||||
"resourceId": 37
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
<a id="fixeddeposits_delete" name="fixeddeposits_delete" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Delete a DepositAccount</h2>
|
||||
<p>
|
||||
<b>Note:</b> depositaccount is deleted.
|
||||
</p>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">DELETE https://Domain Name/api/v1/depositaccounts/{depositaccountsId}</code>
|
||||
<code class="method-request">DELETE depositaccounts/1
|
||||
Content-Type: application/json
|
||||
No Request Body:
|
||||
</code>
|
||||
<code class="method-response">{
|
||||
"resourceId": 1
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
<!-- End of Fixed deposits-->
|
||||
<!--Start of saving -->
|
||||
<a id="savingaccounts" name="savingaccounts" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Saving Account :</h2>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="mifosXHeading2">Field Descriptions</div></td></tr>
|
||||
<tr class=alt><td>savingsDepositAmountPerPeriod :</td></tr>
|
||||
<tr><td class=fielddesc>The amount to be depositd in the savingaccount for every period.<br>
|
||||
If the account is regular account enter what ever the amount you want to deposit </td></tr><br>
|
||||
<tr class=alt><td>externalId :</td></tr>
|
||||
<tr><td class=fielddesc>A place to put an external reference for this savingaccount. e.g. The ID another system uses.<br>
|
||||
If provided, it must be unique.</td></tr>
|
||||
|
||||
<tr class=alt><td>tenure :</td></tr>
|
||||
<tr><td class=fielddesc>denotes the tenure period of savings account </td></tr>
|
||||
|
||||
<tr class=alt><td>depositEvery :</td></tr>
|
||||
<tr><td class=fielddesc>For every 'depositEvery' period the client has to deposit 'savingsDepositAmountPerPeriod' amount </td></tr>
|
||||
|
||||
<tr class=alt><td>interestCalculationMethod:</td></tr>
|
||||
<tr><td class=fielddesc>denotes on what basis the interest is calculated<br>
|
||||
e.g. AverageBal,Monthly Collection etc</td></tr>
|
||||
|
||||
<tr class=alt><td>recurringInterestRate :</td></tr>
|
||||
<tr><td class=fielddesc>The interest rate applicable on recurring deposit savingaccounts</td></tr>
|
||||
|
||||
<tr class=alt><td>savingInterestRate :</td></tr>
|
||||
<tr><td class=fielddesc>The interest rate applicable on regular savingaccounts </td></tr>
|
||||
|
||||
<tr class=alt><td>interestPostEvery:</td></tr>
|
||||
<tr><td class=fielddesc>Denotes for how many months the interest is posted for recurring/regular saving accounts</td></tr>
|
||||
|
||||
<tr class=alt><td>lockinPeriod :</td></tr>
|
||||
<tr><td class=fielddesc>With in a lockin period you cannot withdraw whole money(cannot Preclose) </td></tr>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
<a id="savingaccounts_template" name="savingaccounts_template" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Retrieve SavingAccount Details Template :</h2>
|
||||
<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:
|
||||
<ul>
|
||||
<li class=normalli>Field Defaults</li>
|
||||
<li class=normalli>Allowed Value Lists</li>
|
||||
</ul>
|
||||
</p>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>clientId</dt>
|
||||
<dd>Integer <span>mandatory</span></dd>
|
||||
<dt>productId</dt>
|
||||
<dd>Integer <span>optional</span></dd>
|
||||
<dd>If entered, productId, productName and selectedProduct fields are returned. </dd>
|
||||
</dl>
|
||||
<p>Example Requests: </p>
|
||||
<div class=apiClick>savingaccounts/template?clientId=25&productId=5</div>
|
||||
<br><br>
|
||||
<div class=apiClick>savingaccounts/template?clientId=25</div>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">GET https://Domain Name/api/v1/savingaccounts/template</code>
|
||||
<code class="method-response">{
|
||||
"clientId": 25,
|
||||
"clientName": "Clark Kent",
|
||||
"productId": 5,
|
||||
"productName": "Shares",
|
||||
"productType": {
|
||||
"id": 2,
|
||||
"code": "savings.product.savingProductType.regular",
|
||||
"value": "Regular"
|
||||
},
|
||||
"currencyData": {
|
||||
"code": "ZAR",
|
||||
"name": "South African Rand",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "R",
|
||||
"nameCode": "currency.ZAR",
|
||||
"displayLabel": "South African Rand (R)"
|
||||
},
|
||||
"savingsDepositAmountPerPeriod": 500.000000,
|
||||
"savingsFrequencyType": {
|
||||
"id": 2,
|
||||
"code": "saving.product.frequency.period.savingFrequencyType.monthly",
|
||||
"value": "Months"
|
||||
},
|
||||
"recurringInterestRate": 12.000000,
|
||||
"savingInterestRate": 12.000000,
|
||||
"interestType": {
|
||||
"id": 2,
|
||||
"code": "savings.interest.type.savingsInterestType.compounding",
|
||||
"value": "Compounding"
|
||||
},
|
||||
"interestCalculationMethod": {
|
||||
"id": 1,
|
||||
"code": "savings.interestCalculation.method.savinginterest.calculation.method.averagebal",
|
||||
"value": "AverageBalance"
|
||||
},
|
||||
"tenure": 12,
|
||||
"tenureType": {
|
||||
"id": 1,
|
||||
"code": "savings.tenure.tenureTypeEnum.fixedPeriod",
|
||||
"value": "FixedPeriod"
|
||||
},
|
||||
"projectedCommencementDate": [2013,
|
||||
2,
|
||||
1],
|
||||
"preClosureAllowed": true,
|
||||
"isLockinPeriodAllowed": false,
|
||||
"lockinPeriod": 0,
|
||||
"lockinPeriodType": {
|
||||
"id": 2,
|
||||
"code": "deposit.interest.compounding.period.periodFrequencyType.months",
|
||||
"value": "Months"
|
||||
},
|
||||
"depositEvery": 1,
|
||||
"productOptions": [{
|
||||
"id": 4,
|
||||
"name": "sb01"
|
||||
},
|
||||
{
|
||||
"id": 5,
|
||||
"name": "Shares"
|
||||
}],
|
||||
"currencyOptions": [{
|
||||
"code": "ZAR",
|
||||
"name": "South African Rand",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "R",
|
||||
"nameCode": "currency.ZAR",
|
||||
"displayLabel": "South African Rand (R)"
|
||||
},
|
||||
{
|
||||
"code": "VND",
|
||||
"name": "Vietnamese Dong",
|
||||
"decimalPlaces": 2,
|
||||
"nameCode": "currency.VND",
|
||||
"displayLabel": "Vietnamese Dong [VND]"
|
||||
}],
|
||||
"savingsProductTypeOptions": [{
|
||||
"id": 1,
|
||||
"code": "savings.product.savingProductType.reccuring",
|
||||
"value": "Recurring"
|
||||
},
|
||||
{
|
||||
"id": 2,
|
||||
"code": "savings.product.savingProductType.regular",
|
||||
"value": "Regular"
|
||||
}],
|
||||
"tenureTypeOptions": [{
|
||||
"id": 1,
|
||||
"code": "savings.tenure.tenureTypeEnum.fixedPeriod",
|
||||
"value": "FixedPeriod"
|
||||
},
|
||||
{
|
||||
"id": 2,
|
||||
"code": "savings.tenure.tenureTypeEnum.perpetual",
|
||||
"value": "Perpetual"
|
||||
}],
|
||||
"savingFrequencyOptions": [{
|
||||
"id": 2,
|
||||
"code": "saving.product.frequency.period.savingFrequencyType.monthly",
|
||||
"value": "Months"
|
||||
}],
|
||||
"savingsInterestTypeOptions": [{
|
||||
"id": 1,
|
||||
"code": "savings.interest.type.savingsInterestType.simple",
|
||||
"value": "Simple"
|
||||
},
|
||||
{
|
||||
"id": 2,
|
||||
"code": "savings.interest.type.savingsInterestType.compounding",
|
||||
"value": "Compounding"
|
||||
}],
|
||||
"lockinPeriodTypeOptions": [{
|
||||
"id": 2,
|
||||
"code": "savings.product.lockin.period.type.months",
|
||||
"value": "Months"
|
||||
}],
|
||||
"interestCalculationOptions": [{
|
||||
"id": 1,
|
||||
"code": "savings.interestCalculation.method.savinginterest.calculation.method.averagebal",
|
||||
"value": "AverageBalance"
|
||||
},
|
||||
{
|
||||
"id": 3,
|
||||
"code": "savings.interestCalculation.method.savinginterest.calculation.method.monthlycllection",
|
||||
"value": "MonthlyCollection"
|
||||
}],
|
||||
"outstandingAmount": 0,
|
||||
"dueAmount": 0,
|
||||
"interestPostEvery": 3,
|
||||
"interestPostFrequency": {
|
||||
"id": 2,
|
||||
"code": "saving.product.frequency.period.savingFrequencyType.monthly",
|
||||
"value": "Months"
|
||||
}
|
||||
}
|
||||
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="savingaccounts_retrieve" name="savingaccounts_retrieve" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Retrieve a SavingAccount :</h2>
|
||||
<p>
|
||||
<b>Note:</b> template=true parameter doesn't apply to this resource.
|
||||
</p>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>associations</dt>
|
||||
<dd>optional, <span>Either 'all' or a comma separated list of savings 'associations' (itemised below).</span></dd>
|
||||
<dd><br>Associations are just extra pieces of data that you might or might not want to retrieve.<br><br></dd>
|
||||
<dd><b>'all':</b> Gets all association data.</dd>
|
||||
<dd><b>'permissions':</b> Data that describes what things can happen to the saving account in its current state.
|
||||
Very specific to the needs of the current Individual Lending client application.</dd>
|
||||
<dd><b>'savingScheduleData':</b> Some derived data that </dd>
|
||||
<dd><b>'transactions' :</b> Some data </dd>
|
||||
</dl>
|
||||
<p>Example Requests : </p>
|
||||
<div class=apiClick>savingaccounts/15</div>
|
||||
<br><br>
|
||||
<div class=apiClick>savingaccounts/15?associations=all</div>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">GET https://DomainName/api/v1/savingaccounts/{savingaccountId}</code>
|
||||
<code class="method-response">{
|
||||
"id": 15,
|
||||
"status": {
|
||||
"id": 100,
|
||||
"code": "depositStatusType.submitted.and.pending.approval",
|
||||
"value": "Submitted and pending approval"
|
||||
},
|
||||
"externalId": "23",
|
||||
"clientId": 50,
|
||||
"clientName": "Brendan Fahy",
|
||||
"productId": 4,
|
||||
"productName": "sb01",
|
||||
"productType": {
|
||||
"id": 2,
|
||||
"code": "savings.product.savingProductType.regular",
|
||||
"value": "Regular"
|
||||
},
|
||||
"currencyData": {
|
||||
"code": "USD",
|
||||
"name": "US Dollar",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "$",
|
||||
"nameCode": "currency.USD",
|
||||
"displayLabel": "US Dollar ($)"
|
||||
},
|
||||
"savingsDepositAmountPerPeriod": 200.000000,
|
||||
"savingsFrequencyType": {
|
||||
"id": 2,
|
||||
"code": "saving.product.frequency.period.savingFrequencyType.monthly",
|
||||
"value": "Months"
|
||||
},
|
||||
"totalDepositAmount": 0.000000,
|
||||
"recurringInterestRate": 4.000000,
|
||||
"savingInterestRate": 4.000000,
|
||||
"interestType": {
|
||||
"id": 1,
|
||||
"code": "savings.interest.type.savingsInterestType.simple",
|
||||
"value": "Simple"
|
||||
},
|
||||
"interestCalculationMethod": {
|
||||
"id": 1,
|
||||
"code": "savings.interestCalculation.method.savinginterest.calculation.method.averagebal",
|
||||
"value": "AverageBalance"
|
||||
},
|
||||
"tenure": 12,
|
||||
"tenureType": {
|
||||
"id": 1,
|
||||
"code": "savings.tenure.tenureTypeEnum.fixedPeriod",
|
||||
"value": "FixedPeriod"
|
||||
},
|
||||
"projectedCommencementDate": [2013,
|
||||
2,
|
||||
1],
|
||||
"projectedInterestAccuredOnMaturity": 0.000000,
|
||||
"actualInterestAccured": 0.000000,
|
||||
"projectedMaturityAmount": 200.000000,
|
||||
"actualMaturityAmount": 0.000000,
|
||||
"preClosureAllowed": false,
|
||||
"preClosureInterestRate": 0.000000,
|
||||
"isLockinPeriodAllowed": false,
|
||||
"lockinPeriod": 0,
|
||||
"lockinPeriodType": {
|
||||
"id": 2,
|
||||
"code": "savings.product.lockin.period.type.months",
|
||||
"value": "Months"
|
||||
},
|
||||
"depositEvery": 1,
|
||||
"permissions": {
|
||||
"rejectAllowed": true,
|
||||
"withdrawnByApplicantAllowed": true,
|
||||
"undoApprovalAllowed": false,
|
||||
"pendingApproval": true,
|
||||
"renewelAllowed": false,
|
||||
"isMaturedDepositAccount": false,
|
||||
"anyActionOnAccountAllowed": true
|
||||
},
|
||||
"outstandingAmount": 0.000000,
|
||||
"savingScheduleData": {
|
||||
"currency": {
|
||||
"code": "USD",
|
||||
"name": "US Dollar",
|
||||
"decimalPlaces": 2,
|
||||
"displaySymbol": "$",
|
||||
"nameCode": "currency.USD",
|
||||
"displayLabel": "US Dollar ($)"
|
||||
},
|
||||
"cumulativeDepositDue": 200.0000,
|
||||
"cumulativeDepositPaid": 0.0000,
|
||||
"cummulativeInterestAccured": 0.0000,
|
||||
"periods": [{
|
||||
"period": 1,
|
||||
"dueDate": [2013,
|
||||
3,
|
||||
1],
|
||||
"depositDue": 200.0000,
|
||||
"depositPaid": 0.0000,
|
||||
"interestAccured": 0.0000
|
||||
}]
|
||||
},
|
||||
"transactions": [],
|
||||
"interestPostEvery": 3,
|
||||
"interestPostFrequency": {
|
||||
"id": 2,
|
||||
"code": "saving.product.frequency.period.savingFrequencyType.monthly",
|
||||
"value": "Months"
|
||||
}
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="savingaccounts_create" name="savingaccounts_create" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Create a New SavingAccount / Submit a SavingAccount Application</h2>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>command</dt>
|
||||
<dd>String<span> Optional, case-insensitive</span></dd>
|
||||
<dd>The default action is to Submit a New SavingAccount Application ("Submitted and awaiting approval" status).<br></dd>
|
||||
</dl>
|
||||
<br>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="mifosXHeading2">Mandatory Fields</div></td></tr>
|
||||
<tr class=alt><td>clientId, productId, savingsDepositAmountPerPeriod, tenureMonths, depositEvery, interestCalculationMethod, recurringInterestRate, commencementDate, interestPostEvery </td></tr>
|
||||
</table>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">POST https://Domain Name/api/v1/savingaccounts</code>
|
||||
<code class="method-request">POST savingaccount
|
||||
Content-Type: application/json
|
||||
Request Body:
|
||||
{
|
||||
"clientId": "17",
|
||||
"dateFormat": "dd MMMM yyyy",
|
||||
"locale": "en",
|
||||
"currencyCode": "ZAR",
|
||||
"digitsAfterDecimal": "2",
|
||||
"productId": "5",
|
||||
"commencementDate": "05 February 2013",
|
||||
"externalId": "",
|
||||
"savingsDepositAmountPerPeriod": "500",
|
||||
"minimumBalanceForWithdrawal": "100",
|
||||
"tenure": "12",
|
||||
"tenureType": "1",
|
||||
"depositEvery": "1",
|
||||
"frequency": "2",
|
||||
"isLockinPeriodAllowed": "false",
|
||||
"isPartialDepositAllowed": "false",
|
||||
"interestCalculationMethod": "1",
|
||||
"recurringInterestRate": "12",
|
||||
"interestType": "2",
|
||||
"savingInterestRate": "12",
|
||||
"interestPostEvery": "3",
|
||||
"interestPostFrequency": "2",
|
||||
"lockinPeriod": "0",
|
||||
"lockinPeriodType": "2"
|
||||
} </code>
|
||||
<code class="method-response">{
|
||||
"resourceId": 42
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<a id="savingaccounts_approve_etc" name="savingaccounts_approve_etc" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2> Approval, Reject or Withdraw a SavingAccount Application</h2>
|
||||
<h4>Arguments</h4>
|
||||
<dl class="argument-list">
|
||||
<dt>command</dt>
|
||||
<dd>String<span> Mandatory, case-insensitive</span></dd>
|
||||
<dd>'approve' : Approve SavingAccount</dd>
|
||||
<dd>'reject' : Reject SavingAccount</dd>
|
||||
<dd>'withdrewbyclient' : Client Withdrew SavingAccount Application</dd>
|
||||
</dl>
|
||||
<br>
|
||||
<table class=matrixHeading>
|
||||
<tr class="matrixHeadingBG"><td><div class="mifosXHeading2">Mandatory Fields</div></td></tr>
|
||||
<tr class=alt><td>eventDate</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">POST https://Domain Name/api/v1/savingaccounts/{savingaccountId}</code>
|
||||
<code class="method-request">POST savingaccounts/1?command=reject
|
||||
Content-Type: application/json
|
||||
Request Body:
|
||||
{
|
||||
"dateFormat": "dd MMMM yyyy",
|
||||
"eventDate": "07 May 2012",
|
||||
"note": "and event note is added"
|
||||
} </code>
|
||||
<code class="method-response">
|
||||
{
|
||||
"resourceId": 37
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
<a id="savingaccounts_delete" name="savingaccounts_delete" class="old-syle-anchor"> </a>
|
||||
<div class="method-section">
|
||||
<div class="method-description">
|
||||
<h2>Delete a SavingAccount</h2>
|
||||
<p>
|
||||
<b>Note:</b> savingaccount is deleted.
|
||||
</p>
|
||||
</div>
|
||||
<div class="method-example">
|
||||
<code class="method-declaration">DELETE https://Domain Name/api/v1/savingaccounts/{savingaccountsId}</code>
|
||||
<code class="method-request">DELETE savingaccounts/1
|
||||
Content-Type: application/json
|
||||
No Request Body:
|
||||
</code>
|
||||
<code class="method-response">{
|
||||
"resourceId": 1
|
||||
}
|
||||
</code>
|
||||
</div>
|
||||
</div>
|
||||
<!-- End of saving -->
|
||||
|
||||
|
||||
<!-- start of offices content -->
|
||||
|
||||
File diff suppressed because one or more lines are too long
+2
-2
@@ -799,7 +799,7 @@ public class PortfolioApiDataConversionServiceImpl implements PortfolioApiDataCo
|
||||
Set<String> supportedParams = new HashSet<String>(Arrays.asList("clientId", "productId", "externalId", "currencyCode",
|
||||
"digitsAfterDecimal", "savingsDepositAmountPerPeriod", "recurringInterestRate", "savingInterestRate", "tenure",
|
||||
"commencementDate", "locale", "dateFormat", "isLockinPeriodAllowed", "lockinPeriod", "lockinPeriodType", "tenureType",
|
||||
"depositfrequency", "interestType", "interestCalculationMethod", "minimumBalanceForWithdrawal", "isPartialDepositAllowed",
|
||||
"frequency", "interestType", "interestCalculationMethod", "minimumBalanceForWithdrawal", "isPartialDepositAllowed",
|
||||
"depositEvery", "interestPostEvery", "interestPostFrequency"));
|
||||
checkForUnsupportedParameters(requestMap, supportedParams);
|
||||
Set<String> modifiedParameters = new HashSet<String>();
|
||||
@@ -820,7 +820,7 @@ public class PortfolioApiDataConversionServiceImpl implements PortfolioApiDataCo
|
||||
|
||||
LocalDate commencementDate = extractLocalDateParameter("commencementDate", requestMap, modifiedParameters);
|
||||
Integer tenureType = extractIntegerParameter("tenureType", requestMap, modifiedParameters);
|
||||
Integer depositfrequency = extractIntegerParameter("depositfrequency", requestMap, modifiedParameters);
|
||||
Integer depositfrequency = extractIntegerParameter("frequency", requestMap, modifiedParameters);
|
||||
Integer interestType = extractIntegerParameter("interestType", requestMap, modifiedParameters);
|
||||
Integer interestCalculationMethod = extractIntegerParameter("interestCalculationMethod", requestMap, modifiedParameters);
|
||||
BigDecimal minimumBalanceForWithdrawal = extractBigDecimalParameter("minimumBalanceForWithdrawal", requestMap, modifiedParameters);
|
||||
|
||||
Reference in New Issue
Block a user