feat: add share linking enabled to current and savings accounts

fineract-current-product/src/main/java/org/apache/fineract/portfolio/currentaccount/domain/CurrentAccount.java

@@ -304,6 +304,9 @@ public class CurrentAccount extends AbstractAuditableCustom {
     @Column(name = "od_account_closed_zero_balance_in_day_closing")
     private boolean odAccountClosedZeroBalanceInDayClosing = false;
 
+    @Column(name = "is_linking_enable", nullable = false)
+    private boolean shareLinkingEnabled = false;
+
 
     // Relationships
     @OneToMany(mappedBy = "currentAccount", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
@@ -406,4 +409,7 @@ public class CurrentAccount extends AbstractAuditableCustom {
     public void setNominalAnnualInterestRateOverdraft(java.math.BigDecimal val) { this.nominalAnnualInterestRateOverdraft = val; }
     public void setWithdrawalFeeForTransfer(boolean val) { this.withdrawalFeeForTransfer = val; }
     public void setMinOverdraftForInterestCalculation(java.math.BigDecimal val) { this.minOverdraftForInterestCalculation = val; }
+
+    public boolean isShareLinkingEnabled() { return shareLinkingEnabled; }
+    public void setShareLinkingEnabled(boolean shareLinkingEnabled) { this.shareLinkingEnabled = shareLinkingEnabled; }
 }

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/domain/SavingsAccountAssembler.java

@@ -42,6 +42,8 @@ import static org.apache.fineract.portfolio.savings.SavingsApiConstants.specialC
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.weakerSectionParamName;
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.nominationFacilityParamName;
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.autoDebitFacilityParamName;
+import static org.apache.fineract.portfolio.savings.SavingsApiConstants.introducerRequiredParamName;
+import static org.apache.fineract.portfolio.savings.SavingsApiConstants.shareLinkingEnabledParamName;
 import static org.apache.fineract.portfolio.savings.DepositsApiConstants.isSeniorCitizenParamName;
 import static org.apache.fineract.portfolio.savings.DepositsApiConstants.seniorCitizenInterestRateParamName;
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.allowOverdraftParamName;
@@ -395,6 +397,16 @@ public class SavingsAccountAssembler {
         if (command.parameterExists(autoDebitFacilityParamName)) {
             account.setAutoDebitFacility(this.fromApiJsonHelper.extractBooleanNamed(autoDebitFacilityParamName, element));
         }
+        if (command.parameterExists(introducerRequiredParamName)) {
+            account.setIntroducerRequired(this.fromApiJsonHelper.extractBooleanNamed(introducerRequiredParamName, element));
+        } else if (account.savingsProduct() != null) {
+            account.setIntroducerRequired(account.savingsProduct().isIntroducerRequired());
+        }
+        if (command.parameterExists(shareLinkingEnabledParamName)) {
+            account.setShareLinkingEnabled(this.fromApiJsonHelper.extractBooleanNamed(shareLinkingEnabledParamName, element));
+        } else if (account.savingsProduct() != null) {
+            account.setShareLinkingEnabled(account.savingsProduct().isShareLinkingEnabled());
+        }
 
         // Senior citizen rate — runs after validateDomainRules so it is the final persisted value
         if (command.parameterExists(isSeniorCitizenParamName)) {

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/CurrentAccountReadPlatformServiceImpl.java

@@ -443,6 +443,7 @@ public class CurrentAccountReadPlatformServiceImpl implements CurrentAccountRead
         out.put("msme", row.get("msme"));
         out.put("autoDebitFacility", row.get("auto_debit_facility"));
         out.put("balanceSwapOption", row.get("balance_swap_option"));
+        out.put("shareLinkingEnabled", row.get("is_linking_enable"));
         out.put("establishmentDate", row.get("establishment_date"));
         out.put("startOperationDate", row.get("start_operation_date"));
         out.put("nonIndividualClient", row.get("is_non_individual_client"));

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/CurrentAccountWritePlatformServiceImpl.java

@@ -140,6 +140,10 @@ public class CurrentAccountWritePlatformServiceImpl implements CurrentAccountWri
                 product.getInterestCalculateSelector(), product.getAveragePeriod(),
                 product.getAvgBalanceCalcPeriod());
 
+        boolean shareLinkingEnabled = json.has("shareLinkingEnabled") && !json.get("shareLinkingEnabled").isJsonNull()
+                ? json.get("shareLinkingEnabled").getAsBoolean() : product.isShareLinkingEnabled();
+        account.setShareLinkingEnabled(shareLinkingEnabled);
+
         // Save CBS account type (descriptive name: "Standard Account", "Basic Account", etc.)
         if (cbsAccountType != null) account.setCbsAccountType(cbsAccountType);
 
@@ -422,6 +426,8 @@ public class CurrentAccountWritePlatformServiceImpl implements CurrentAccountWri
             account.setBalanceSwapOption(json.get("balanceSwapOption").getAsBoolean());
         if (json.has("autoDebitFacility") && !json.get("autoDebitFacility").isJsonNull())
             account.setAutoDebitFacility(json.get("autoDebitFacility").getAsBoolean());
+        if (json.has("shareLinkingEnabled") && !json.get("shareLinkingEnabled").isJsonNull())
+            account.setShareLinkingEnabled(json.get("shareLinkingEnabled").getAsBoolean());
         if (json.has("introducerClientId") && !json.get("introducerClientId").isJsonNull())
             account.setIntroducerClientId(json.get("introducerClientId").getAsLong());
         if (json.has("introducerName") && !json.get("introducerName").isJsonNull())

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/SavingsAccountReadPlatformServiceImpl.java

@@ -863,6 +863,8 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
             sqlBuilder.append("sp.msme as msme, ");
             sqlBuilder.append("COALESCE(sa.nomination_facility, sp.nomination_facility) as nominationFacility, ");
             sqlBuilder.append("COALESCE(sa.auto_debit_facility, sp.auto_debit_facility) as autoDebitFacility, ");
+            sqlBuilder.append("COALESCE(sa.introducer_required, sp.introducer_required) as introducerRequired, ");
+            sqlBuilder.append("COALESCE(sa.share_linking_enabled, sp.share_linking_enabled) as shareLinkingEnabled, ");
             // Facility config fields
             sqlBuilder.append("safc.atm_facility as atmFacility, ");
             sqlBuilder.append("safc.atm_withdrawal_facility as atmWithdrawalFacility, ");
@@ -1118,6 +1120,8 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
             accountData.setMsme(rs.getObject("msme") != null ? rs.getBoolean("msme") : null);
             accountData.setNominationFacility(rs.getObject("nominationFacility") != null ? rs.getBoolean("nominationFacility") : null);
             accountData.setAutoDebitFacility(rs.getObject("autoDebitFacility") != null ? rs.getBoolean("autoDebitFacility") : null);
+            accountData.setIntroducerRequired(rs.getObject("introducerRequired") != null ? rs.getBoolean("introducerRequired") : null);
+            accountData.setShareLinkingEnabled(rs.getObject("shareLinkingEnabled") != null ? rs.getBoolean("shareLinkingEnabled") : null);
 
             // Nominee as parsed map
             final String nomineeDataStr = rs.getString("nomineeData");

fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml

@@ -366,4 +366,5 @@
     <include file="parts/0336_add_request_type_to_clerk_disbursement.xml" relativeToChangelogFile="true"/>
     <include file="parts/0337_create_election_module.xml" relativeToChangelogFile="true"/>
     <include file="parts/0338_add_soft_delete_to_tellers.xml" relativeToChangelogFile="true"/>
+    <include file="parts/0339_add_share_linking_enabled_to_current_account.xml" relativeToChangelogFile="true"/>
 </databaseChangeLog>

fineract-provider/src/main/resources/db/changelog/tenant/parts/0339_add_share_linking_enabled_to_current_account.xml

@@ -0,0 +1,36 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    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.
+-->
+<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
+                   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+                   xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.1.xsd">
+
+    <changeSet id="0339_add_share_linking_enabled_to_current_account" author="CBS">
+        <preConditions onFail="MARK_RAN">
+            <tableExists tableName="m_current_account"/>
+            <not><columnExists tableName="m_current_account" columnName="is_linking_enable"/></not>
+        </preConditions>
+        <addColumn tableName="m_current_account">
+            <column name="is_linking_enable" type="BOOLEAN" defaultValueBoolean="false">
+                <constraints nullable="false"/>
+            </column>
+        </addColumn>
+    </changeSet>
+
+</databaseChangeLog>

fineract-savings/src/main/java/org/apache/fineract/portfolio/savings/data/SavingsAccountConstant.java

@@ -48,7 +48,7 @@ public class SavingsAccountConstant extends SavingsApiConstants {
             introducerIdParamName, introducerNameParamName, introducerCifNumberParamName,
             nomineeParamName, "nominees", linkedAccountIdParamName, linkedAccountTypeParamName, linkedAccountNoParamName,
             accountFacilityConfigParamName, jointHoldersParamName,
-            balanceSwapOptionParamName, msmeParamName, autoDebitFacilityParamName));
+            balanceSwapOptionParamName, msmeParamName, autoDebitFacilityParamName, introducerRequiredParamName, shareLinkingEnabledParamName));
 
     /**
      * These parameters will match the class level parameters of {@link SavingsAccountData}. Where possible, we try to

fineract-savings/src/main/java/org/apache/fineract/portfolio/savings/domain/SavingsAccount.java

@@ -34,6 +34,8 @@ import static org.apache.fineract.portfolio.savings.SavingsApiConstants.nominalA
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.overdraftLimitParamName;
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.withHoldTaxParamName;
 import static org.apache.fineract.portfolio.savings.SavingsApiConstants.withdrawalFeeForTransfersParamName;
+import static org.apache.fineract.portfolio.savings.SavingsApiConstants.introducerRequiredParamName;
+import static org.apache.fineract.portfolio.savings.SavingsApiConstants.shareLinkingEnabledParamName;
 
 import com.google.gson.JsonArray;
 import jakarta.persistence.CascadeType;
@@ -1852,6 +1854,18 @@ public class SavingsAccount extends AbstractAuditableWithUTCDateTimeCustom<Long>
                 baseDataValidator.reset().parameter(withHoldTaxParamName).failWithCode("not.supported.for.this.account");
             }
         }
+
+        if (command.isChangeInBooleanParameterNamed(introducerRequiredParamName, this.introducerRequired)) {
+            final boolean newValue = command.booleanPrimitiveValueOfParameterNamed(introducerRequiredParamName);
+            actualChanges.put(introducerRequiredParamName, newValue);
+            this.introducerRequired = newValue;
+        }
+
+        if (command.isChangeInBooleanParameterNamed(shareLinkingEnabledParamName, this.shareLinkingEnabled)) {
+            final boolean newValue = command.booleanPrimitiveValueOfParameterNamed(shareLinkingEnabledParamName);
+            actualChanges.put(shareLinkingEnabledParamName, newValue);
+            this.shareLinkingEnabled = newValue;
+        }
         validateLockinDetails(baseDataValidator);
         esnureOverdraftLimitsSetForOverdraftAccounts();
     }
@@ -3972,6 +3986,12 @@ public class SavingsAccount extends AbstractAuditableWithUTCDateTimeCustom<Long>
     @Column(name = "linked_account_no", length = 50)
     private String linkedAccountNo;
 
+    @Column(name = "introducer_required", nullable = false, columnDefinition = "boolean default false")
+    private Boolean introducerRequired = false;
+
+    @Column(name = "share_linking_enabled", nullable = false, columnDefinition = "boolean default false")
+    private Boolean shareLinkingEnabled = false;
+
     @Column(name = "nomination_facility", nullable = false, columnDefinition = "boolean default false")
     private Boolean nominationFacility = false;
 
@@ -4057,6 +4077,12 @@ public class SavingsAccount extends AbstractAuditableWithUTCDateTimeCustom<Long>
     public Boolean getAutoDebitFacility() { return autoDebitFacility; }
     public void setAutoDebitFacility(Boolean v) { this.autoDebitFacility = v; }
 
+    public Boolean getIntroducerRequired() { return introducerRequired; }
+    public void setIntroducerRequired(Boolean v) { this.introducerRequired = v; }
+
+    public Boolean getShareLinkingEnabled() { return shareLinkingEnabled; }
+    public void setShareLinkingEnabled(Boolean v) { this.shareLinkingEnabled = v; }
+
     public boolean isSeniorCitizen() { return isSeniorCitizen; }
     public void setSeniorCitizen(boolean v) { this.isSeniorCitizen = v; }
 

fineract-savings/src/main/resources/db/changelog/tenant/module/savings/parts/module-changelog-master.xml

@@ -38,4 +38,5 @@
   <include file="parts/2013_add_missing_current_account_columns.xml" relativeToChangelogFile="true" />
   <include file="parts/2014_add_is_mandatory_to_joint_holders.xml" relativeToChangelogFile="true" />
   <include file="parts/2015_add_senior_citizen_to_savings_account.xml" relativeToChangelogFile="true" />
+  <include file="parts/2016_add_share_linking_enabled_to_savings_account.xml" relativeToChangelogFile="true" />
 </databaseChangeLog>

fineract-savings/src/main/resources/db/changelog/tenant/module/savings/parts/parts/2016_add_share_linking_enabled_to_savings_account.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    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.
+-->
+<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
+                   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+                   xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.1.xsd">
+
+    <changeSet id="2016_add_share_linking_enabled_to_savings_account" author="CBS">
+        <preConditions onFail="MARK_RAN">
+            <tableExists tableName="m_savings_account"/>
+            <not><columnExists tableName="m_savings_account" columnName="share_linking_enabled"/></not>
+        </preConditions>
+        <addColumn tableName="m_savings_account">
+            <column name="introducer_required" type="BOOLEAN" defaultValueBoolean="false">
+                <constraints nullable="false"/>
+            </column>
+            <column name="share_linking_enabled" type="BOOLEAN" defaultValueBoolean="false">
+                <constraints nullable="false"/>
+            </column>
+        </addColumn>
+    </changeSet>
+
+</databaseChangeLog>