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Dormant Savings Feature

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Adi Narayana Raju
2016-05-02 19:21:37 +05:30
parent a2d794a34d
commit 9d4d90121a
36 changed files with 911 additions and 130 deletions
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fineract-provider/src/main/resources/sql/migrations/core_db/V303__Savings_Account_Dormancy.sql
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ALTER TABLE `m_savings_product`
ADD COLUMN `is_dormancy_tracking_active` SMALLINT(1) NULL,
ADD COLUMN `days_to_inactive` INT(11) NULL,
ADD COLUMN `days_to_dormancy` INT(11) NULL,
ADD COLUMN `days_to_escheat` INT(11) NULL;
ALTER TABLE `m_savings_account`
ADD COLUMN `sub_status_enum` SMALLINT(5) NOT NULL DEFAULT '0' AFTER `status_enum`;
INSERT INTO `job` (`name`, `display_name`, `cron_expression`, `create_time`) VALUES ('Update Savings Dormant Accounts', 'Update Savings Dormant Accounts', '0 0 0 1/1 * ? *', now());
INSERT INTO `stretchy_report` (`report_name`, `report_type`, `report_category`, `report_sql`, `description`, `core_report`, `use_report`) VALUES ('Savings Accounts Dormancy Report', 'Table', 'Savings', 'select cl.display_name as \'Client Display Name\',\r\nsa.account_no as \'Account Number\',\r\ncl.mobile_no as \'Mobile Number\',\r\n@lastdate:=(select IFNULL(max(sat.transaction_date),sa.activatedon_date) \r\n from m_savings_account_transaction as sat \r\n where sat.is_reversed = 0 \r\n and sat.transaction_type_enum in (1,2) \r\n and sat.savings_account_id = sa.id) as \'Date of Last Activity\',\r\nDATEDIFF(now(), @lastdate) as \'Days Since Last Activity\'\r\nfrom m_savings_account as sa \r\ninner join m_savings_product as sp on (sa.product_id = sp.id and sp.is_dormancy_tracking_active = 1) \r\nleft join m_client as cl on sa.client_id = cl.id \r\nwhere sa.sub_status_enum = ${subStatus}\r\nand cl.office_id = ${officeId}', NULL, 1, 1);
INSERT INTO `stretchy_parameter` (`parameter_name`, `parameter_variable`, `parameter_label`, `parameter_displayType`, `parameter_FormatType`, `parameter_default`, `parameter_sql`) VALUES ('SavingsAccountSubStatus', 'subStatus', 'SavingsAccountDormancyStatus', 'select', 'number', '100', 'select * from\r\n(select 100 as id, "Inactive" as name union all\r\nselect 200 as id, "Dormant" as name union all \r\nselect 300 as id, "Escheat" as name) x\r\norder by x.`id`');
INSERT INTO stretchy_report_parameter (report_id, parameter_id) VALUES ((select sr.id From stretchy_report sr where sr.report_name='Savings Accounts Dormancy Report'),(select sp.id from stretchy_parameter sp where sp.parameter_name='SavingsAccountSubStatus'));
INSERT INTO stretchy_report_parameter (report_id, parameter_id) VALUES ((select sr.id From stretchy_report sr where sr.report_name='Savings Accounts Dormancy Report'),(select sp.id from stretchy_parameter sp where sp.parameter_name='OfficeIdSelectOne'));