rd and fd product and account code update

This commit is contained in:
Nitesh Yadav
2026-05-08 15:55:22 +05:30
45 changed files with 2154 additions and 98 deletions
@@ -189,7 +189,16 @@ public class AccountAssociationsReadPlatformServiceImpl implements AccountAssoci
@Override
public PortfolioAccountData retriveSavingsAccount(final Long savingsId) {
String accountNo = jdbcTemplate.queryForObject("select account_no from m_savings_account where id = ?", String.class, savingsId);
String accountNo = null;
try {
accountNo = jdbcTemplate.queryForObject("select account_no from m_savings_account where id = ?", String.class, savingsId);
} catch (EmptyResultDataAccessException e) {
try {
accountNo = jdbcTemplate.queryForObject("select account_no from m_current_account where id = ?", String.class, savingsId);
} catch (EmptyResultDataAccessException ex) {
return null;
}
}
return PortfolioAccountData.lookup(savingsId, accountNo);
}
}
@@ -102,21 +102,6 @@ public class CurrentProductsApiResource {
private final CodeValueReadPlatformService codeValueReadPlatformService;
private final JdbcTemplate jdbcTemplate;
private String generateNextProductCode(final String tableName, final String prefix) {
try {
String maxCode = jdbcTemplate.queryForObject(
"SELECT MAX(product_code) FROM " + tableName + " WHERE product_code LIKE ?",
String.class, prefix + "%");
if (maxCode == null || maxCode.isBlank()) {
return prefix + "001";
}
String numStr = maxCode.substring(prefix.length());
int num = Integer.parseInt(numStr);
return prefix + String.format("%03d", num + 1);
} catch (Exception e) {
return prefix + "001";
}
}
@POST
@Consumes({ MediaType.APPLICATION_JSON })
@@ -306,7 +291,7 @@ public class CurrentProductsApiResource {
interestCalculationTypeOption, interestCalculationDaysInYearTypeOptions, lockinPeriodFrequencyTypeOptions, withdrawalFeeTypeOptions,
periodFrequencyOptions, paymentTypeOptions, accountingRuleOptions, accountingMappingOptions, chargeOptions,
penaltyOptions, taxGroupOptions, yesNoOptions, accountTypeOptions, customerSegmentOptions, accountMappingForPayment);
savingsProductToReturn.setProductCode(generateNextProductCode("m_current_product", "CA-IND-"));
// product code removed
}
return savingsProductToReturn;
@@ -0,0 +1,42 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.api;
import java.math.BigDecimal;
import java.util.List;
import lombok.Getter;
import lombok.NoArgsConstructor;
import lombok.Setter;
@Getter
@Setter
@NoArgsConstructor
public class FdInterestRateSaveRequest {
private String fdType;
private String versionLabel;
private String remarks;
private List<SlabRequest> slabs;
@Getter
@Setter
@NoArgsConstructor
public static class SlabRequest {
private Integer srNo;
private String description;
private Integer periodTypeEnum;
private Integer fromPeriod;
private Integer toPeriod;
private BigDecimal annualInterestRate;
private BigDecimal seniorCitizenRate;
}
}
@@ -54,9 +54,13 @@ import org.apache.fineract.commands.service.CommandWrapperBuilder;
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
import org.apache.fineract.infrastructure.core.api.ApiRequestParameterHelper;
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
import java.util.Locale;
import org.apache.fineract.infrastructure.core.data.EnumOptionData;
import org.apache.fineract.portfolio.savings.SavingsApiConstants;
import org.apache.fineract.infrastructure.core.serialization.ApiRequestJsonSerializationSettings;
import org.apache.fineract.infrastructure.core.serialization.DefaultToApiJsonSerializer;
import org.apache.fineract.infrastructure.codes.data.CodeValueData;
import org.apache.fineract.infrastructure.codes.service.CodeValueReadPlatformService;
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
import org.apache.fineract.organisation.monetary.data.CurrencyData;
import org.apache.fineract.organisation.monetary.service.CurrencyReadPlatformService;
@@ -110,6 +114,8 @@ public class FixedDepositProductsApiResource {
private final DropdownReadPlatformService dropdownReadPlatformService;
private final PaymentTypeReadService paymentTypeReadPlatformService;
private final TaxReadPlatformService taxReadPlatformService;
private final CodeValueReadPlatformService codeValueReadPlatformService;
private final org.springframework.jdbc.core.JdbcTemplate jdbcTemplate;
@POST
@Consumes({ MediaType.APPLICATION_JSON })
@@ -315,6 +321,16 @@ public class FixedDepositProductsApiResource {
// interest rate chart template
final InterestRateChartData chartTemplate = this.interestRateChartReadPlatformService.template();
// CBS custom options
final Collection<EnumOptionData> interestCalculationTypeOption = retrieveInterestCalculationTypeOption();
final Collection<EnumOptionData> periodFrequencyOptions = retrievePeriodFrequencyOptions();
final List<CodeValueData> yesNoOptions = new ArrayList<>(
this.codeValueReadPlatformService.retrieveCodeValuesByCode(SavingsApiConstants.YES_NO));
final List<CodeValueData> accountTypeOptions = new ArrayList<>(
this.codeValueReadPlatformService.retrieveCodeValuesByCode(SavingsApiConstants.FD_PRODUCT_ACCOUNT_TYPE));
final List<CodeValueData> customerSegmentOptions = new ArrayList<>(
this.codeValueReadPlatformService.retrieveCodeValuesByCode(SavingsApiConstants.FD_PRODUCT_CUSTOMER_SEGMENT));
FixedDepositProductData fixedDepositProductToReturn = null;
if (savingsProduct != null) {
fixedDepositProductToReturn = FixedDepositProductData.withTemplate(savingsProduct, currencyOptions,
@@ -329,11 +345,34 @@ public class FixedDepositProductsApiResource {
interestCalculationDaysInYearTypeOptions, lockinPeriodFrequencyTypeOptions, withdrawalFeeTypeOptions,
paymentTypeOptions, accountingRuleOptions, accountingMappingOptions, chargeOptions, penaltyOptions, chartTemplate,
preClosurePenalInterestOnTypeOptions, periodFrequencyTypeOptions, taxGroupOptions);
// product code removed
}
fixedDepositProductToReturn.setInterestCalculationTypeOption(interestCalculationTypeOption);
fixedDepositProductToReturn.setPeriodFrequencyOptions(periodFrequencyOptions);
fixedDepositProductToReturn.setYesNoOptions(yesNoOptions);
fixedDepositProductToReturn.setAccountTypeOptions(accountTypeOptions);
fixedDepositProductToReturn.setCustomerSegmentOptions(customerSegmentOptions);
return fixedDepositProductToReturn;
}
private Collection<EnumOptionData> retrievePeriodFrequencyOptions() {
return this.codeValueReadPlatformService.retrieveCodeValuesByCode(SavingsApiConstants.PERIOD_FREQUENCY).stream()
.map(codeValue -> new EnumOptionData(codeValue.getId(),
"periodFrequencyType." + codeValue.getName().toLowerCase(Locale.ROOT).replace(' ', '_'), codeValue.getName()))
.toList();
}
private Collection<EnumOptionData> retrieveInterestCalculationTypeOption() {
return this.codeValueReadPlatformService.retrieveCodeValuesByCode(SavingsApiConstants.INTEREST_CALCULATION_TYPE_OPTION).stream()
.map(codeValue -> new EnumOptionData(codeValue.getId(),
"interestCalculationTypeOption." + codeValue.getName().toLowerCase(Locale.ROOT).replace(' ', '_'),
codeValue.getName()))
.toList();
}
@DELETE
@Path("{productId}")
@Consumes({ MediaType.APPLICATION_JSON })
@@ -342,6 +342,7 @@ final class FixedDepositProductsApiResourceSwagger {
public GetFixedDepositProductsGlAccount interestOnSavingsAccount;
public GetFixedDepositProductsGlAccount savingsControlAccount;
public GetFixedDepositProductsGlAccount transfersInSuspenseAccount;
public GetFixedDepositProductsGlAccount escheatLiabilityAccount;
public GetFixedDepositProductsGlAccount interestPayableAccount;
}
@@ -0,0 +1,87 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.api;
import com.google.gson.Gson;
import com.google.gson.GsonBuilder;
import com.google.gson.JsonPrimitive;
import com.google.gson.JsonSerializer;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.responses.ApiResponse;
import io.swagger.v3.oas.annotations.responses.ApiResponses;
import jakarta.ws.rs.Consumes;
import jakarta.ws.rs.GET;
import jakarta.ws.rs.POST;
import jakarta.ws.rs.Path;
import jakarta.ws.rs.Produces;
import jakarta.ws.rs.QueryParam;
import jakarta.ws.rs.core.MediaType;
import java.time.LocalDate;
import java.util.List;
import lombok.RequiredArgsConstructor;
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
import org.apache.fineract.portfolio.savings.DepositsApiConstants;
import org.apache.fineract.portfolio.savings.data.FdInterestRateEffectiveData;
import org.apache.fineract.portfolio.savings.service.FdBaseInterestRateReadPlatformService;
import org.springframework.stereotype.Component;
@Path("/v1/fixeddepositproducts/baseinterestrates")
@Component
@RequiredArgsConstructor
public class FixedDepositProductsBaseInterestRatesApiResource {
private final PlatformSecurityContext context;
private final FdBaseInterestRateReadPlatformService fdBaseInterestRateReadPlatformService;
private final Gson gson = new GsonBuilder()
.registerTypeAdapter(LocalDate.class,
(JsonSerializer<LocalDate>) (src, typeOfSrc, ctx) -> new JsonPrimitive(src.toString()))
.create();
@GET
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Get all active FD base interest rate charts", description = "Returns active CBS FD base interest-rate versions with slabs. Optionally filter by fdType (SINGLE, DOUBLE, SPECIAL).")
@ApiResponses({ @ApiResponse(responseCode = "200", description = "OK") })
public String retrieveAllActiveInterestRates(@QueryParam("fdType") final String fdType) {
this.context.authenticatedUser().validateHasReadPermission(DepositsApiConstants.FIXED_DEPOSIT_PRODUCT_RESOURCE_NAME);
final List<FdInterestRateEffectiveData> data = fdType != null && !fdType.isBlank()
? this.fdBaseInterestRateReadPlatformService.retrieveActiveInterestRatesByType(fdType)
: this.fdBaseInterestRateReadPlatformService.retrieveAllActiveInterestRates();
return gson.toJson(data);
}
@GET
@Path("history")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Get all FD base interest rate charts", description = "Returns the full FD base chart history.")
@ApiResponses({ @ApiResponse(responseCode = "200", description = "OK") })
public String retrieveHistory() {
this.context.authenticatedUser().validateHasReadPermission(DepositsApiConstants.FIXED_DEPOSIT_PRODUCT_RESOURCE_NAME);
final List<FdInterestRateEffectiveData> data = this.fdBaseInterestRateReadPlatformService.retrieveAllInterestRates();
return gson.toJson(data);
}
@POST
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Save new FD base interest rate version", description = "Creates a new FD CBS base chart version for the given fdType and deactivates the previous active version.")
@ApiResponses({ @ApiResponse(responseCode = "200", description = "OK") })
public String saveInterestRates(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
this.context.authenticatedUser().validateHasReadPermission(DepositsApiConstants.FIXED_DEPOSIT_PRODUCT_RESOURCE_NAME);
final FdInterestRateSaveRequest request = gson.fromJson(apiRequestBodyAsJson, FdInterestRateSaveRequest.class);
final Long createdById = this.context.authenticatedUser().getId();
final FdInterestRateEffectiveData saved = this.fdBaseInterestRateReadPlatformService.saveInterestRates(request, createdById);
return gson.toJson(saved);
}
}
@@ -45,6 +45,7 @@ import jakarta.ws.rs.core.UriInfo;
import java.io.InputStream;
import java.util.Arrays;
import java.util.Collection;
import java.util.HashMap;
import java.util.HashSet;
import java.util.Set;
import lombok.RequiredArgsConstructor;
@@ -77,6 +78,7 @@ import org.apache.fineract.portfolio.savings.data.SavingsAccountChargeData;
import org.apache.fineract.portfolio.savings.data.SavingsAccountTransactionData;
import org.apache.fineract.portfolio.savings.service.DepositAccountPreMatureCalculationPlatformService;
import org.apache.fineract.portfolio.savings.service.DepositAccountReadPlatformService;
import org.apache.fineract.portfolio.savings.service.RecurringDepositAccountInterestCalculationService;
import org.apache.fineract.portfolio.savings.service.SavingsAccountChargeReadPlatformService;
import org.glassfish.jersey.media.multipart.FormDataContentDisposition;
import org.glassfish.jersey.media.multipart.FormDataParam;
@@ -99,6 +101,7 @@ public class RecurringDepositAccountsApiResource {
private final DepositAccountPreMatureCalculationPlatformService accountPreMatureCalculationPlatformService;
private final BulkImportWorkbookService bulkImportWorkbookService;
private final BulkImportWorkbookPopulatorService bulkImportWorkbookPopulatorService;
private final RecurringDepositAccountInterestCalculationService recurringDepositAccountInterestCalculationService;
private final SqlValidator sqlValidator;
@GET
@@ -369,6 +372,18 @@ public class RecurringDepositAccountsApiResource {
return this.toApiJsonSerializer.serialize(result);
}
@POST
@Path("calculate-rd-interest")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
public String calculateRecurringDepositInterest(@Context final UriInfo uriInfo, final String apiRequestBodyAsJson) {
JsonElement jsonElement = fromJsonHelper.parse(apiRequestBodyAsJson);
HashMap<String, Object> result = recurringDepositAccountInterestCalculationService
.calculateInterest(new JsonQuery(apiRequestBodyAsJson, jsonElement, fromJsonHelper));
return toApiJsonSerializer.serializeResult(result);
}
private boolean is(final String commandParam, final String commandValue) {
return StringUtils.isNotBlank(commandParam) && commandParam.trim().equalsIgnoreCase(commandValue);
}
@@ -333,7 +333,7 @@ public class RecurringDepositProductsApiResource {
interestCalculationDaysInYearTypeOptions, lockinPeriodFrequencyTypeOptions, withdrawalFeeTypeOptions,
paymentTypeOptions, accountingRuleOptions, accountingMappingOptions, chargeOptions, penaltyOptions, chartTemplate,
preClosurePenalInterestOnTypeOptions, periodFrequencyTypeOptions, taxGroupOptions);
recurringDepositProductToReturn.setProductCode(generateNextProductCode("m_savings_product", "RD-IND-"));
// product code removed
}
recurringDepositProductToReturn.setInterestCalculationTypeOption(interestCalculationTypeOption);
@@ -360,21 +360,6 @@ public class RecurringDepositProductsApiResource {
.toList();
}
private String generateNextProductCode(final String tableName, final String prefix) {
try {
String maxCode = jdbcTemplate.queryForObject(
"SELECT MAX(product_code) FROM " + tableName + " WHERE product_code LIKE ? AND deposit_type_enum = 300",
String.class, prefix + "%");
if (maxCode == null || maxCode.isBlank()) {
return prefix + "001";
}
String numStr = maxCode.substring(prefix.length());
int num = Integer.parseInt(numStr);
return prefix + String.format("%03d", num + 1);
} catch (Exception e) {
return prefix + "001";
}
}
// ── RD Interest Rate Chart endpoints ────────────────────────────────────
@@ -360,6 +360,7 @@ final class RecurringDepositProductsApiResourceSwagger {
public GetRecurringDepositProductsGlAccount interestOnSavingsAccount;
public GetRecurringDepositProductsGlAccount savingsControlAccount;
public GetRecurringDepositProductsGlAccount transfersInSuspenseAccount;
public GetRecurringDepositProductsGlAccount escheatLiabilityAccount;
public GetRecurringDepositProductsGlAccount feeReceivableAccount;
public GetRecurringDepositProductsGlAccount penaltyReceivableAccount;
public GetRecurringDepositProductsGlAccount interestPayableAccount;
@@ -106,21 +106,6 @@ public class SavingsProductsApiResource {
private final ConfigurationDomainService configurationDomainService;
private final JdbcTemplate jdbcTemplate;
private String generateNextProductCode(final String tableName, final String prefix) {
try {
String maxCode = jdbcTemplate.queryForObject(
"SELECT MAX(product_code) FROM " + tableName + " WHERE product_code LIKE ?",
String.class, prefix + "%");
if (maxCode == null || maxCode.isBlank()) {
return prefix + "001";
}
String numStr = maxCode.substring(prefix.length());
int num = Integer.parseInt(numStr);
return prefix + String.format("%03d", num + 1);
} catch (Exception e) {
return prefix + "001";
}
}
@POST
@Consumes({ MediaType.APPLICATION_JSON })
@@ -315,7 +300,7 @@ public class SavingsProductsApiResource {
periodFrequencyOptions, paymentTypeOptions, accountingRuleOptions, accountingMappingOptions, chargeOptions,
penaltyOptions, taxGroupOptions, yesNoOptions, accountTypeOptions, customerSegmentOptions,
accountMappingForPayment);
savingsProductToReturn.setProductCode(generateNextProductCode("m_savings_product", "SB-IND-"));
// product code generation removed
}
return savingsProductToReturn;
@@ -285,6 +285,7 @@ final class SavingsProductsApiResourceSwagger {
public GetSavingsProductsGlAccount writeOffAccount;
public GetSavingsProductsGlAccount savingsControlAccount;
public GetSavingsProductsGlAccount transfersInSuspenseAccount;
public GetSavingsProductsGlAccount escheatLiabilityAccount;
public GetSavingsProductsGlAccount interestPayableAccount;
}
@@ -632,8 +632,12 @@ public class DepositProductDataValidator {
}
private void validateDepositAmountForCreate(JsonElement element, DataValidatorBuilder baseDataValidator) {
final BigDecimal depositAmount = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(depositAmountParamName, element);
baseDataValidator.reset().parameter(depositAmountParamName).value(depositAmount).notNull().positiveAmount();
final BigDecimal depositAmount = this.fromApiJsonHelper.parameterExists(depositAmountParamName, element)
? this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(depositAmountParamName, element)
: null;
if (depositAmount != null) {
baseDataValidator.reset().parameter(depositAmountParamName).value(depositAmount).positiveAmount();
}
BigDecimal depositMinAmount = null;
if (this.fromApiJsonHelper.parameterExists(depositMinAmountParamName, element)) {
@@ -667,7 +671,7 @@ public class DepositProductDataValidator {
if (this.fromApiJsonHelper.parameterExists(depositAmountParamName, element)) {
depositAmount = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(depositAmountParamName, element);
baseDataValidator.reset().parameter(depositAmountParamName).value(depositAmount).notNull().positiveAmount();
baseDataValidator.reset().parameter(depositAmountParamName).value(depositAmount).positiveAmount();
}
BigDecimal depositMinAmount = null;
@@ -0,0 +1,31 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.data;
import java.time.LocalDate;
import java.util.List;
import lombok.Builder;
import lombok.Getter;
@Getter
@Builder
public class FdInterestRateEffectiveData {
private Long id;
private String fdType;
private String versionLabel;
private LocalDate effectiveFromDate;
private LocalDate effectiveToDate;
private Boolean isActive;
private String remarks;
private List<FdInterestRateSlabData> slabs;
}
@@ -0,0 +1,31 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.data;
import java.math.BigDecimal;
import lombok.Builder;
import lombok.Getter;
@Getter
@Builder
public class FdInterestRateSlabData {
private Long id;
private Integer srNo;
private String description;
private Integer periodTypeEnum;
private String periodTypeLabel;
private Integer fromPeriod;
private Integer toPeriod;
private BigDecimal annualInterestRate;
private BigDecimal seniorCitizenRate;
}
@@ -120,6 +120,7 @@ public class DepositAccountAssembler {
private final PaymentDetailAssembler paymentDetailAssembler;
private final ExternalIdFactory externalIdFactory;
private final SavingsAccountAssembler savingsAccountAssembler;
@Autowired
public DepositAccountAssembler(final SavingsAccountTransactionSummaryWrapper savingsAccountTransactionSummaryWrapper,
@@ -130,7 +131,8 @@ public class DepositAccountAssembler {
final DepositProductAssembler depositProductAssembler,
final RecurringDepositProductRepository recurringDepositProductRepository,
final AccountTransfersReadPlatformService accountTransfersReadPlatformService, final PlatformSecurityContext context,
final PaymentDetailAssembler paymentDetailAssembler, ExternalIdFactory externalIdFactory) {
final PaymentDetailAssembler paymentDetailAssembler, ExternalIdFactory externalIdFactory,
final SavingsAccountAssembler savingsAccountAssembler) {
this.savingsAccountTransactionSummaryWrapper = savingsAccountTransactionSummaryWrapper;
this.clientRepository = clientRepository;
@@ -146,6 +148,7 @@ public class DepositAccountAssembler {
this.context = context;
this.paymentDetailAssembler = paymentDetailAssembler;
this.externalIdFactory = externalIdFactory;
this.savingsAccountAssembler = savingsAccountAssembler;
}
/**
@@ -358,6 +361,9 @@ public class DepositAccountAssembler {
if (account != null) {
account.setHelpers(this.savingsAccountTransactionSummaryWrapper, this.savingsHelper);
account.validateNewApplicationState(depositAccountType.resourceName());
// Apply CBS-specific fields (accountStatus, customerSegment, autoDebitFacility,
// linkedAccount, nominee, jointHolders, guardian, etc.)
this.savingsAccountAssembler.applyCbsFields(command, element, account);
}
return account;
@@ -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
*/
package org.apache.fineract.portfolio.savings.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.GeneratedValue;
import jakarta.persistence.GenerationType;
import jakarta.persistence.Id;
import jakarta.persistence.Table;
import java.time.LocalDate;
import lombok.Getter;
import lombok.NoArgsConstructor;
@Entity
@Table(name = "m_fd_base_interest_rate_effective")
@Getter
@NoArgsConstructor
public class FdBaseInterestRateEffective {
@Id
@GeneratedValue(strategy = GenerationType.IDENTITY)
private Long id;
@Column(name = "fd_type", length = 20)
private String fdType;
@Column(name = "version_label")
private String versionLabel;
@Column(name = "effective_from_date")
private LocalDate effectiveFromDate;
@Column(name = "effective_to_date")
private LocalDate effectiveToDate;
@Column(name = "is_active")
private Boolean isActive;
@Column(name = "remarks")
private String remarks;
@Column(name = "created_by_id")
private Long createdById;
@Column(name = "created_date")
private LocalDate createdDate;
public static FdBaseInterestRateEffective create(String fdType, String versionLabel, LocalDate effectiveFromDate, String remarks,
Long createdById) {
FdBaseInterestRateEffective e = new FdBaseInterestRateEffective();
e.fdType = fdType;
e.versionLabel = versionLabel;
e.effectiveFromDate = effectiveFromDate;
e.isActive = true;
e.remarks = remarks;
e.createdById = createdById;
e.createdDate = LocalDate.now();
return e;
}
public void deactivate(LocalDate toDate) {
this.isActive = false;
this.effectiveToDate = toDate;
}
}
@@ -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
*/
package org.apache.fineract.portfolio.savings.domain;
import java.util.List;
import org.springframework.data.jpa.repository.JpaRepository;
public interface FdBaseInterestRateEffectiveRepository extends JpaRepository<FdBaseInterestRateEffective, Long> {
List<FdBaseInterestRateEffective> findByFdTypeAndIsActiveTrueOrderByEffectiveFromDateDesc(String fdType);
List<FdBaseInterestRateEffective> findByFdTypeOrderByEffectiveFromDateDesc(String fdType);
List<FdBaseInterestRateEffective> findByIsActiveTrueOrderByEffectiveFromDateDesc();
List<FdBaseInterestRateEffective> findByOrderByEffectiveFromDateDesc();
}
@@ -0,0 +1,76 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.domain;
import jakarta.persistence.Column;
import jakarta.persistence.Entity;
import jakarta.persistence.GeneratedValue;
import jakarta.persistence.GenerationType;
import jakarta.persistence.Id;
import jakarta.persistence.Table;
import java.math.BigDecimal;
import java.time.LocalDate;
import lombok.Getter;
import lombok.NoArgsConstructor;
@Entity
@Table(name = "m_fd_base_interest_rate_slab_history")
@Getter
@NoArgsConstructor
public class FdBaseInterestRateSlabHistory {
@Id
@GeneratedValue(strategy = GenerationType.IDENTITY)
private Long id;
@Column(name = "effective_id")
private Long effectiveId;
@Column(name = "sr_no")
private Integer srNo;
@Column(name = "description")
private String description;
@Column(name = "period_type_enum")
private Integer periodTypeEnum;
@Column(name = "from_period")
private Integer fromPeriod;
@Column(name = "to_period")
private Integer toPeriod;
@Column(name = "annual_interest_rate")
private BigDecimal annualInterestRate;
@Column(name = "senior_citizen_rate")
private BigDecimal seniorCitizenRate;
@Column(name = "created_date")
private LocalDate createdDate;
public static FdBaseInterestRateSlabHistory create(Long effectiveId, Integer srNo, String description, Integer periodTypeEnum,
Integer fromPeriod, Integer toPeriod, BigDecimal annualInterestRate, BigDecimal seniorCitizenRate) {
FdBaseInterestRateSlabHistory s = new FdBaseInterestRateSlabHistory();
s.effectiveId = effectiveId;
s.srNo = srNo;
s.description = description;
s.periodTypeEnum = periodTypeEnum != null ? periodTypeEnum : 1;
s.fromPeriod = fromPeriod;
s.toPeriod = toPeriod;
s.annualInterestRate = annualInterestRate;
s.seniorCitizenRate = seniorCitizenRate;
s.createdDate = LocalDate.now();
return s;
}
}
@@ -0,0 +1,20 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.domain;
import java.util.List;
import org.springframework.data.jpa.repository.JpaRepository;
public interface FdBaseInterestRateSlabHistoryRepository extends JpaRepository<FdBaseInterestRateSlabHistory, Long> {
List<FdBaseInterestRateSlabHistory> findByEffectiveIdOrderBySrNo(Long effectiveId);
}
@@ -40,6 +40,8 @@ import static org.apache.fineract.portfolio.savings.SavingsApiConstants.minorDat
import static org.apache.fineract.portfolio.savings.SavingsApiConstants.nomineeParamName;
import static org.apache.fineract.portfolio.savings.SavingsApiConstants.specialCategoryParamName;
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.allowOverdraftParamName;
import static org.apache.fineract.portfolio.savings.SavingsApiConstants.clientIdParamName;
import static org.apache.fineract.portfolio.savings.SavingsApiConstants.enforceMinRequiredBalanceParamName;
@@ -384,6 +386,14 @@ public class SavingsAccountAssembler {
account.setSpecialCategory(this.fromApiJsonHelper.extractStringNamed(specialCategoryParamName, element));
account.setWeakerSection(this.fromApiJsonHelper.extractStringNamed(weakerSectionParamName, element));
if (command.parameterExists(nominationFacilityParamName)) {
account.setNominationFacility(this.fromApiJsonHelper.extractBooleanNamed(nominationFacilityParamName, element));
}
if (command.parameterExists(autoDebitFacilityParamName)) {
account.setAutoDebitFacility(this.fromApiJsonHelper.extractBooleanNamed(autoDebitFacilityParamName, element));
}
account.setGuardianName(this.fromApiJsonHelper.extractStringNamed(guardianNameParamName, element));
account.setGuardianCifNumber(this.fromApiJsonHelper.extractStringNamed(guardianCifNumberParamName, element));
account.setGuardianRelationship(this.fromApiJsonHelper.extractStringNamed(guardianRelationshipParamName, element));
@@ -408,6 +408,24 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
periodFrequencyTypeOptions, savingsAccountDatas, maturityInstructionOptions);
template = FixedDepositAccountData.withInterestChart((FixedDepositAccountData) template, accountChart);
try {
final Collection<CodeValueData> accountTypeOpts = this.codeValueReadPlatformService
.retrieveCodeValuesByCode(SavingsApiConstants.FD_PRODUCT_ACCOUNT_TYPE);
final Collection<CodeValueData> customerSegmentOpts = this.codeValueReadPlatformService
.retrieveCodeValuesByCode(SavingsApiConstants.FD_PRODUCT_CUSTOMER_SEGMENT);
((FixedDepositAccountData) template).setAccountTypeOptions(accountTypeOpts);
((FixedDepositAccountData) template).setCustomerSegmentOptions(customerSegmentOpts);
} catch (final Exception ex) {
log.warn("Failed to load FD account type/customer segment options: {}", ex.getMessage());
}
try {
final String preview = accountNumberGenerator.previewAccountNumber(productId, officeId);
template.setPreviewAccountNo(preview);
} catch (final Exception ex) {
log.warn("Failed to generate preview account number for FD productId={}: {}", productId, ex.getMessage());
}
} else if (depositAccountType.isRecurringDeposit()) {
// Save CBS fields from mapper result before factory methods create new objects
final RecurringDepositAccountData rdTemplateWithCbs = (RecurringDepositAccountData) template;
@@ -696,6 +714,16 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
selectFieldsSqlBuilder.append("sa.total_penalty_charge_derived as totalPenaltyCharge, ");
selectFieldsSqlBuilder.append("sa.total_withhold_tax_derived as totalWithholdTax,");
selectFieldsSqlBuilder.append("sa.deposit_type_enum as depositTypeId, ");
selectFieldsSqlBuilder.append("sa.cbs_account_type as accountType, sa.customer_segment as customerSegment, ");
selectFieldsSqlBuilder.append("sa.account_status as accountStatus, sa.mode_of_operation as modeOfOperation, ");
selectFieldsSqlBuilder.append("sa.special_category as specialCategory, sa.weaker_section as weakerSection, ");
selectFieldsSqlBuilder.append("sa.guardian_name as guardianName, sa.guardian_cif_number as guardianCifNumber, ");
selectFieldsSqlBuilder.append("sa.guardian_relationship as guardianRelationship, sa.guardian_client_id as guardianClientId, ");
selectFieldsSqlBuilder.append("sa.minor_date_of_birth as minorDateOfBirth, ");
selectFieldsSqlBuilder.append("sa.introducer_client_id as introducerClientId, sa.introducer_name as introducerName, ");
selectFieldsSqlBuilder.append("sa.introducer_cif_number as introducerCifNumber, ");
selectFieldsSqlBuilder.append("sa.linked_account_id as linkedAccountId, sa.linked_account_type as linkedAccountType, ");
selectFieldsSqlBuilder.append("sa.linked_account_no as linkedAccountNo, ");
selectFieldsSqlBuilder.append("sa.min_balance_for_interest_calculation as minBalanceForInterestCalculation, ");
selectFieldsSqlBuilder.append("sa.withhold_tax as withHoldTax,");
selectFieldsSqlBuilder.append("tg.id as taxGroupId, tg.name as taxGroupName ");
@@ -706,6 +734,7 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
selectTablesSqlBuilder.append("from m_savings_account sa ");
selectTablesSqlBuilder.append("left join m_deposit_account_term_and_preclosure datp on sa.id = datp.savings_account_id ");
selectTablesSqlBuilder.append("join m_savings_product sp ON sa.product_id = sp.id ");
selectTablesSqlBuilder.append("left join m_code_value icv on icv.id = sp.interest_calculate_selector ");
selectTablesSqlBuilder.append("join m_currency curr on curr.code = sa.currency_code ");
selectTablesSqlBuilder.append("left join m_client c ON c.id = sa.client_id ");
selectTablesSqlBuilder.append("left join m_group g ON g.id = sa.group_id ");
@@ -714,7 +743,7 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
selectTablesSqlBuilder.append("left join m_appuser rbu on rbu.id = sa.rejectedon_userid ");
selectTablesSqlBuilder.append("left join m_appuser wbu on wbu.id = sa.withdrawnon_userid ");
selectTablesSqlBuilder.append("left join m_appuser abu on abu.id = sa.approvedon_userid ");
selectTablesSqlBuilder.append("left join m_appuser avbu on rbu.id = sa.activatedon_userid ");
selectTablesSqlBuilder.append("left join m_appuser avbu on avbu.id = sa.activatedon_userid ");
selectTablesSqlBuilder.append("left join m_appuser cbu on cbu.id = sa.closedon_userid ");
selectTablesSqlBuilder.append("left join m_tax_group tg on tg.id = sa.tax_group_id ");
@@ -904,7 +933,28 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
sqlBuilder.append("datp.deposit_period_frequency_enum as depositPeriodFrequencyTypeId, ");
sqlBuilder.append("datp.on_account_closure_enum as onAccountClosureId, ");
sqlBuilder.append("datp.transfer_interest_to_linked_account as transferInterestToSavings, ");
sqlBuilder.append("datp.transfer_to_savings_account_id as transferToSavingsId ");
sqlBuilder.append("datp.transfer_to_savings_account_id as transferToSavingsId, ");
sqlBuilder.append("sp.fd_type as fdType, sp.product_code as productCode, sp.effective_date as effectiveDate, ");
sqlBuilder.append("sp.effective_to as effectiveTo, sp.end_date as endDate, sp.introducer_required as introducerRequired, ");
sqlBuilder.append("sp.share_linking_enabled as shareLinkingEnabled, ");
sqlBuilder.append("COALESCE(sa.nomination_facility, sp.nomination_facility) as nominationFacility, ");
sqlBuilder.append("sp.dormancy_alert as dormancyAlert, sp.is_dormancy_tracking_active as isDormancyTrackingActive, ");
sqlBuilder.append("sp.days_to_inactive as daysToInactive, sp.days_to_dormancy as daysToDormancy, ");
sqlBuilder.append("sp.days_to_escheat as daysToEscheat, sp.interest_calculate_selector as interestCalculateSelector, ");
sqlBuilder.append("icv.code_value as interestCalculationTypeName, sp.average_period as averagePeriod, ");
sqlBuilder.append("sp.auto_post as autoPost, sp.frequency_fix_day as frequencyFixDay, ");
sqlBuilder.append("sp.last_interest_date as lastInterestDate, sp.enable_lockin_period as enableLockinPeriod, ");
sqlBuilder.append("sp.balance_frequency as balanceFrequency, ");
sqlBuilder.append("sp.account_closed_zero_balance_in_day_closing as accountClosedZeroBalanceInDayClosing, ");
sqlBuilder.append("sp.balance_swap_option as balanceSwapOption, sp.msme as msme, ");
sqlBuilder.append("COALESCE(sa.auto_debit_facility, sp.auto_debit_facility) as autoDebitFacility, ");
sqlBuilder.append("sp.loan_facility as loanFacility, sp.premature_withdrawal_option as prematureWithdrawalOption, ");
sqlBuilder.append("sp.tenure_flexibility as tenureFlexibility, sp.lien_marked as lienMarked, ");
sqlBuilder.append("sp.maturity_instructions as maturityInstructions, sp.credit_maturity_proceeds as creditMaturityProceeds, ");
sqlBuilder.append("sp.penalty_grace_period_missed_installments as penaltyGracePeriodMissedInstallments, ");
sqlBuilder.append("sp.panel_request_applicable as panelRequestApplicable, ");
sqlBuilder.append("sp.no_penalty_nominee_heir_closure as noPenaltyNomineeHeirClosure, ");
sqlBuilder.append("sp.deceased_settlement as deceasedSettlement, sp.allow_debit_txn_after_due_date as allowDebitTxnAfterDueDate ");
sqlBuilder.append(super.selectTablesSql());
@@ -954,10 +1004,26 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
final Long transferToSavingsId = JdbcSupport.getLong(rs, TRANSFER_TO_SAVINGS_ID);
return FixedDepositAccountData.instance(depositAccountData, preClosurePenalApplicable, preClosurePenalInterest,
final FixedDepositAccountData result = FixedDepositAccountData.instance(depositAccountData, preClosurePenalApplicable, preClosurePenalInterest,
preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm, minDepositTermType, maxDepositTermType,
inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, depositAmount, maturityAmount, maturityDate, depositPeriod,
depositPeriodFrequencyType, onAccountClosureType, transferInterestToSavings, transferToSavingsId);
result.setCbsProductFields(rs.getString("accountType"), rs.getString("customerSegment"), rs.getString("fdType"), rs.getString("productCode"),
JdbcSupport.getLocalDate(rs, "effectiveDate"), JdbcSupport.getLocalDate(rs, "effectiveTo"),
JdbcSupport.getLocalDate(rs, "endDate"), rs.getBoolean("introducerRequired"), rs.getBoolean("shareLinkingEnabled"),
rs.getBoolean("nominationFacility"), rs.getBoolean("dormancyAlert"), rs.getBoolean("isDormancyTrackingActive"),
JdbcSupport.getLong(rs, "daysToInactive"), JdbcSupport.getLong(rs, "daysToDormancy"),
JdbcSupport.getLong(rs, "daysToEscheat"), JdbcSupport.getInteger(rs, "interestCalculateSelector"),
rs.getString("interestCalculationTypeName"), rs.getString("averagePeriod"), rs.getBoolean("autoPost"),
JdbcSupport.getInteger(rs, "frequencyFixDay"), JdbcSupport.getLocalDate(rs, "lastInterestDate"),
rs.getBoolean("enableLockinPeriod"), rs.getString("balanceFrequency"),
rs.getBoolean("accountClosedZeroBalanceInDayClosing"), rs.getBoolean("balanceSwapOption"), rs.getBoolean("msme"),
rs.getBoolean("autoDebitFacility"), rs.getBoolean("loanFacility"), rs.getBoolean("prematureWithdrawalOption"),
rs.getBoolean("tenureFlexibility"), rs.getBoolean("lienMarked"), rs.getBoolean("maturityInstructions"),
rs.getBoolean("creditMaturityProceeds"), rs.getBoolean("penaltyGracePeriodMissedInstallments"),
rs.getBoolean("panelRequestApplicable"), rs.getBoolean("noPenaltyNomineeHeirClosure"),
rs.getBoolean("deceasedSettlement"), rs.getBoolean("allowDebitTxnAfterDueDate"));
return result;
}
}
@@ -1014,7 +1080,28 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
sqlBuilder.append("datp.maturity_date as maturityDate, ");
sqlBuilder.append("datp.deposit_period as depositPeriod, ");
sqlBuilder.append("datp.deposit_period_frequency_enum as depositPeriodFrequencyTypeId, ");
sqlBuilder.append("datp.on_account_closure_enum as onAccountClosureId ");
sqlBuilder.append("datp.on_account_closure_enum as onAccountClosureId, ");
sqlBuilder.append("sp.product_code as productCode, sp.effective_date as effectiveDate, ");
sqlBuilder.append("sp.effective_to as effectiveTo, sp.end_date as endDate, sp.introducer_required as introducerRequired, ");
sqlBuilder.append("sp.share_linking_enabled as shareLinkingEnabled, ");
sqlBuilder.append("COALESCE(sa.nomination_facility, sp.nomination_facility) as nominationFacility, ");
sqlBuilder.append("sp.dormancy_alert as dormancyAlert, sp.is_dormancy_tracking_active as isDormancyTrackingActive, ");
sqlBuilder.append("sp.days_to_inactive as daysToInactive, sp.days_to_dormancy as daysToDormancy, ");
sqlBuilder.append("sp.days_to_escheat as daysToEscheat, sp.interest_calculate_selector as interestCalculateSelector, ");
sqlBuilder.append("icv.code_value as interestCalculationTypeName, sp.average_period as averagePeriod, ");
sqlBuilder.append("sp.auto_post as autoPost, sp.frequency_fix_day as frequencyFixDay, ");
sqlBuilder.append("sp.last_interest_date as lastInterestDate, sp.enable_lockin_period as enableLockinPeriod, ");
sqlBuilder.append("sp.balance_frequency as balanceFrequency, ");
sqlBuilder.append("sp.account_closed_zero_balance_in_day_closing as accountClosedZeroBalanceInDayClosing, ");
sqlBuilder.append("sp.balance_swap_option as balanceSwapOption, sp.msme as msme, ");
sqlBuilder.append("COALESCE(sa.auto_debit_facility, sp.auto_debit_facility) as autoDebitFacility, ");
sqlBuilder.append("sp.loan_facility as loanFacility, sp.premature_withdrawal_option as prematureWithdrawalOption, ");
sqlBuilder.append("sp.tenure_flexibility as tenureFlexibility, sp.lien_marked as lienMarked, ");
sqlBuilder.append("sp.maturity_instructions as maturityInstructions, sp.credit_maturity_proceeds as creditMaturityProceeds, ");
sqlBuilder.append("sp.penalty_grace_period_missed_installments as penaltyGracePeriodMissedInstallments, ");
sqlBuilder.append("sp.panel_request_applicable as panelRequestApplicable, ");
sqlBuilder.append("sp.no_penalty_nominee_heir_closure as noPenaltyNomineeHeirClosure, ");
sqlBuilder.append("sp.deceased_settlement as deceasedSettlement, sp.allow_debit_txn_after_due_date as allowDebitTxnAfterDueDate ");
sqlBuilder.append(this.selectTablesSql());
sqlBuilder.append("left join m_deposit_account_recurring_detail dard on sa.id = dard.savings_account_id ");
@@ -1071,12 +1158,30 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
: SavingsEnumerations.depositAccountOnClosureType(onAccountClosureId);
final LocalDate expectedFirstDepositOnDate = JdbcSupport.getLocalDate(rs, EXPECTED_FIRST_DEPOSIT_ON_DATE);
return RecurringDepositAccountData.instance(depositAccountData, preClosurePenalApplicable, preClosurePenalInterest,
preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm, minDepositTermType, maxDepositTermType,
inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, depositAmount, maturityAmount, maturityDate, depositPeriod,
depositPeriodFrequencyType, mandatoryRecommendedDepositAmount, onAccountClosureType, expectedFirstDepositOnDate,
totalOverdueAmount, noOfOverdueInstallments, isMandatoryDeposit, allowWithdrawal, adjustAdvanceTowardsFuturePayments,
isCalendarInherited);
final RecurringDepositAccountData result = RecurringDepositAccountData.instance(depositAccountData,
preClosurePenalApplicable, preClosurePenalInterest, preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm,
minDepositTermType, maxDepositTermType, inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, depositAmount,
maturityAmount, maturityDate, depositPeriod, depositPeriodFrequencyType, mandatoryRecommendedDepositAmount,
onAccountClosureType, expectedFirstDepositOnDate, totalOverdueAmount, noOfOverdueInstallments, isMandatoryDeposit,
allowWithdrawal, adjustAdvanceTowardsFuturePayments, isCalendarInherited);
result.setCbsProductFields(rs.getString("accountType"), rs.getString("customerSegment"), rs.getString("productCode"),
JdbcSupport.getLocalDate(rs, "effectiveDate"), JdbcSupport.getLocalDate(rs, "effectiveTo"),
JdbcSupport.getLocalDate(rs, "endDate"), rs.getBoolean("introducerRequired"), rs.getBoolean("shareLinkingEnabled"),
rs.getBoolean("nominationFacility"), rs.getBoolean("dormancyAlert"), rs.getBoolean("isDormancyTrackingActive"),
JdbcSupport.getInteger(rs, "daysToInactive"), JdbcSupport.getInteger(rs, "daysToDormancy"),
JdbcSupport.getInteger(rs, "daysToEscheat"), JdbcSupport.getInteger(rs, "interestCalculateSelector"),
rs.getString("interestCalculationTypeName"), rs.getString("averagePeriod"), rs.getBoolean("autoPost"),
JdbcSupport.getInteger(rs, "frequencyFixDay"), JdbcSupport.getLocalDate(rs, "lastInterestDate"),
rs.getBoolean("enableLockinPeriod"), rs.getString("balanceFrequency"),
rs.getBoolean("accountClosedZeroBalanceInDayClosing"), rs.getBoolean("balanceSwapOption"), rs.getBoolean("msme"),
rs.getBoolean("autoDebitFacility"), rs.getBoolean("loanFacility"), rs.getBoolean("prematureWithdrawalOption"),
rs.getBoolean("tenureFlexibility"), rs.getBoolean("lienMarked"), rs.getBoolean("maturityInstructions"),
rs.getBoolean("creditMaturityProceeds"), rs.getBoolean("penaltyGracePeriodMissedInstallments"),
rs.getBoolean("panelRequestApplicable"), rs.getBoolean("noPenaltyNomineeHeirClosure"),
rs.getBoolean("deceasedSettlement"), rs.getBoolean("allowDebitTxnAfterDueDate"));
return result;
}
}
@@ -1423,6 +1528,31 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
sqlBuilder.append(", dptp.pre_closure_penal_applicable as preClosurePenalApplicable, ");
sqlBuilder.append("dptp.pre_closure_penal_interest as preClosurePenalInterest, ");
sqlBuilder.append("dptp.pre_closure_penal_interest_on_enum as preClosurePenalInterestOnId, ");
sqlBuilder.append("sa.account_type as accountType, sa.customer_segment as customerSegment, sa.fd_type as fdType, ");
sqlBuilder.append("sa.product_code as productCode, ");
sqlBuilder.append("sa.effective_date as effectiveDate, sa.effective_to as effectiveTo, sa.end_date as endDate, ");
sqlBuilder.append("sa.introducer_required as introducerRequired, sa.share_linking_enabled as shareLinkingEnabled, ");
sqlBuilder.append("sa.nomination_facility as nominationFacility, sa.dormancy_alert as dormancyAlert, ");
sqlBuilder.append("sa.is_dormancy_tracking_active as isDormancyTrackingActive, ");
sqlBuilder.append("sa.days_to_inactive as daysToInactive, sa.days_to_dormancy as daysToDormancy, ");
sqlBuilder.append("sa.days_to_escheat as daysToEscheat, ");
sqlBuilder.append("sa.interest_calculate_selector as interestCalculateSelector, ");
sqlBuilder.append("icv.code_value as interestCalculationTypeName, ");
sqlBuilder.append("sa.average_period as averagePeriod, ");
sqlBuilder.append("sa.auto_post as autoPost, sa.frequency_fix_day as frequencyFixDay, ");
sqlBuilder.append("sa.last_interest_date as lastInterestDate, sa.enable_lockin_period as enableLockinPeriod, ");
sqlBuilder.append("sa.balance_frequency as balanceFrequency, ");
sqlBuilder.append("sa.account_closed_zero_balance_in_day_closing as accountClosedZeroBalanceInDayClosing, ");
sqlBuilder.append("sa.balance_swap_option as balanceSwapOption, sa.msme as msme, ");
sqlBuilder.append("sa.auto_debit_facility as autoDebitFacility, sa.loan_facility as loanFacility, ");
sqlBuilder.append("sa.premature_withdrawal_option as prematureWithdrawalOption, sa.tenure_flexibility as tenureFlexibility, ");
sqlBuilder.append("sa.lien_marked as lienMarked, sa.maturity_instructions as maturityInstructions, ");
sqlBuilder.append("sa.credit_maturity_proceeds as creditMaturityProceeds, ");
sqlBuilder.append("sa.penalty_grace_period_missed_installments as penaltyGracePeriodMissedInstallments, ");
sqlBuilder.append("sa.panel_request_applicable as panelRequestApplicable, ");
sqlBuilder.append("sa.no_penalty_nominee_heir_closure as noPenaltyNomineeHeirClosure, ");
sqlBuilder.append("sa.deceased_settlement as deceasedSettlement, ");
sqlBuilder.append("sa.allow_debit_txn_after_due_date as allowDebitTxnAfterDueDate, ");
sqlBuilder.append("dptp.min_deposit_term as minDepositTerm, ");
sqlBuilder.append("dptp.max_deposit_term as maxDepositTerm, ");
sqlBuilder.append("dptp.min_deposit_term_type_enum as minDepositTermTypeId, ");
@@ -1431,6 +1561,7 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
sqlBuilder.append("dptp.in_multiples_of_deposit_term_type_enum as inMultiplesOfDepositTermTypeId ");
sqlBuilder.append(super.selectTablesSql());
sqlBuilder.append("left join m_code_value icv on icv.id = sa.interest_calculate_selector ");
this.schemaSql = sqlBuilder.toString();
}
@@ -1472,10 +1603,26 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
final EnumOptionData onAccountClosureType = null;
final Boolean transferInterestToSavings = false;
return FixedDepositAccountData.instance(depositAccountData, preClosurePenalApplicable, preClosurePenalInterest,
preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm, minDepositTermType, maxDepositTermType,
inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, depositAmount, maturityAmount, maturityDate, depositPeriod,
depositPeriodFrequencyType, onAccountClosureType, transferInterestToSavings, null);
final FixedDepositAccountData result = FixedDepositAccountData.instance(depositAccountData, preClosurePenalApplicable,
preClosurePenalInterest, preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm, minDepositTermType,
maxDepositTermType, inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, depositAmount, maturityAmount,
maturityDate, depositPeriod, depositPeriodFrequencyType, onAccountClosureType, transferInterestToSavings, null);
result.setCbsProductFields(rs.getString("accountType"), rs.getString("customerSegment"), rs.getString("fdType"), rs.getString("productCode"),
JdbcSupport.getLocalDate(rs, "effectiveDate"), JdbcSupport.getLocalDate(rs, "effectiveTo"),
JdbcSupport.getLocalDate(rs, "endDate"), rs.getBoolean("introducerRequired"), rs.getBoolean("shareLinkingEnabled"),
rs.getBoolean("nominationFacility"), rs.getBoolean("dormancyAlert"), rs.getBoolean("isDormancyTrackingActive"),
JdbcSupport.getLong(rs, "daysToInactive"), JdbcSupport.getLong(rs, "daysToDormancy"),
JdbcSupport.getLong(rs, "daysToEscheat"), JdbcSupport.getInteger(rs, "interestCalculateSelector"),
rs.getString("interestCalculationTypeName"), rs.getString("averagePeriod"), rs.getBoolean("autoPost"),
JdbcSupport.getInteger(rs, "frequencyFixDay"), JdbcSupport.getLocalDate(rs, "lastInterestDate"),
rs.getBoolean("enableLockinPeriod"), rs.getString("balanceFrequency"),
rs.getBoolean("accountClosedZeroBalanceInDayClosing"), rs.getBoolean("balanceSwapOption"), rs.getBoolean("msme"),
rs.getBoolean("autoDebitFacility"), rs.getBoolean("loanFacility"), rs.getBoolean("prematureWithdrawalOption"),
rs.getBoolean("tenureFlexibility"), rs.getBoolean("lienMarked"), rs.getBoolean("maturityInstructions"),
rs.getBoolean("creditMaturityProceeds"), rs.getBoolean("penaltyGracePeriodMissedInstallments"),
rs.getBoolean("panelRequestApplicable"), rs.getBoolean("noPenaltyNomineeHeirClosure"),
rs.getBoolean("deceasedSettlement"), rs.getBoolean("allowDebitTxnAfterDueDate"));
return result;
}
}
@@ -172,6 +172,9 @@ public class DepositApplicationProcessWritePlatformServiceJpaRepositoryImpl impl
account.updateMaturityDateAndAmountBeforeAccountActivation(mc, isPreMatureClosure, isSavingsInterestPostingAtCurrentPeriodEnd,
financialYearBeginningMonth);
this.savingsAccountAssembler.applyCbsFields(command, command.parsedJson(), account);
this.fixedDepositAccountRepository.saveAndFlush(account);
if (account.isAccountNumberRequiresAutoGeneration()) {
@@ -350,6 +353,7 @@ public class DepositApplicationProcessWritePlatformServiceJpaRepositoryImpl impl
DepositAccountType.FIXED_DEPOSIT);
checkClientOrGroupActive(account);
account.modifyApplication(command, changes);
this.savingsAccountAssembler.applyCbsFields(command, command.parsedJson(), account);
account.validateNewApplicationState(DepositAccountType.FIXED_DEPOSIT.resourceName());
if (!changes.isEmpty()) {
@@ -440,6 +444,7 @@ public class DepositApplicationProcessWritePlatformServiceJpaRepositoryImpl impl
DepositAccountType.RECURRING_DEPOSIT);
checkClientOrGroupActive(account);
account.modifyApplication(command, changes);
this.savingsAccountAssembler.applyCbsFields(command, command.parsedJson(), account);
account.validateNewApplicationState(DepositAccountType.RECURRING_DEPOSIT.resourceName());
if (!changes.isEmpty()) {
@@ -230,11 +230,37 @@ public class DepositProductReadPlatformServiceImpl implements DepositProductRead
sqlBuilder.append("dptp.in_multiples_of_deposit_term as inMultiplesOfDepositTerm, ");
sqlBuilder.append("dptp.in_multiples_of_deposit_term_type_enum as inMultiplesOfDepositTermTypeId, ");
sqlBuilder.append("dptp.min_deposit_amount as minDepositAmount, dptp.deposit_amount as depositAmount, ");
sqlBuilder.append("dptp.max_deposit_amount as maxDepositAmount ");
sqlBuilder.append("dptp.max_deposit_amount as maxDepositAmount, ");
sqlBuilder.append("sp.account_type as accountType, sp.fd_type as fdType, sp.product_code as productCode, ");
sqlBuilder.append("sp.customer_segment as customerSegment, ");
sqlBuilder.append("sp.gl_account_id as glAccountId, gla.name as glAccountName, ");
sqlBuilder.append("sp.effective_date as effectiveDate, sp.effective_to as effectiveTo, sp.end_date as endDate, ");
sqlBuilder.append("sp.introducer_required as introducerRequired, sp.share_linking_enabled as shareLinkingEnabled, ");
sqlBuilder.append("sp.nomination_facility as nominationFacility, sp.dormancy_alert as dormancyAlert, ");
sqlBuilder.append("sp.is_dormancy_tracking_active as isDormancyTrackingActive, ");
sqlBuilder.append("sp.days_to_inactive as daysToInactive, sp.days_to_dormancy as daysToDormancy, ");
sqlBuilder.append("sp.days_to_escheat as daysToEscheat, ");
sqlBuilder.append("sp.interest_calculate_selector as interestCalculateSelector, ");
sqlBuilder.append("sp.average_period as averagePeriod, ");
sqlBuilder.append("sp.auto_post as autoPost, sp.frequency_fix_day as frequencyFixDay, ");
sqlBuilder.append("sp.last_interest_date as lastInterestDate, sp.enable_lockin_period as enableLockinPeriod, ");
sqlBuilder.append("sp.balance_frequency as balanceFrequency, ");
sqlBuilder.append("sp.account_closed_zero_balance_in_day_closing as accountClosedZeroBalanceInDayClosing, ");
sqlBuilder.append("sp.auto_debit_facility as autoDebitFacility, sp.loan_facility as loanFacility, ");
sqlBuilder.append("sp.premature_withdrawal_option as prematureWithdrawalOption, sp.tenure_flexibility as tenureFlexibility, ");
sqlBuilder.append("sp.lien_marked as lienMarked, sp.maturity_instructions as maturityInstructions, ");
sqlBuilder.append("sp.credit_maturity_proceeds as creditMaturityProceeds, ");
sqlBuilder.append("sp.penalty_grace_period_missed_installments as penaltyGracePeriodMissedInstallments, ");
sqlBuilder.append("sp.panel_request_applicable as panelRequestApplicable, ");
sqlBuilder.append("sp.no_penalty_nominee_heir_closure as noPenaltyNomineeHeirClosure, ");
sqlBuilder.append("sp.deceased_settlement as deceasedSettlement, ");
sqlBuilder.append("sp.allow_debit_txn_after_due_date as allowDebitTxnAfterDueDate, ");
sqlBuilder.append("sp.withdrawal_fee_for_transfer as withdrawalFeeForTransfers ");
sqlBuilder.append("from m_savings_product sp ");
sqlBuilder.append("left join m_deposit_product_term_and_preclosure dptp on sp.id=dptp.savings_product_id ");
sqlBuilder.append("join m_currency curr on curr.code = sp.currency_code ");
sqlBuilder.append(" left join m_tax_group tg on tg.id = sp.tax_group_id ");
sqlBuilder.append("left join m_tax_group tg on tg.id = sp.tax_group_id ");
sqlBuilder.append("left join acc_gl_account gla on gla.id = sp.gl_account_id ");
this.schemaSql = sqlBuilder.toString();
}
@@ -271,9 +297,55 @@ public class DepositProductReadPlatformServiceImpl implements DepositProductRead
final BigDecimal depositAmount = JdbcSupport.getBigDecimalDefaultToNullIfZero(rs, "depositAmount");
final BigDecimal maxDepositAmount = JdbcSupport.getBigDecimalDefaultToNullIfZero(rs, "maxDepositAmount");
return FixedDepositProductData.instance(depositProductData, preClosurePenalApplicable, preClosurePenalInterest,
preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm, minDepositTermType, maxDepositTermType,
inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, minDepositAmount, depositAmount, maxDepositAmount);
final FixedDepositProductData result = FixedDepositProductData.instance(depositProductData, preClosurePenalApplicable,
preClosurePenalInterest, preClosurePenalInterestOnType, minDepositTerm, maxDepositTerm, minDepositTermType,
maxDepositTermType, inMultiplesOfDepositTerm, inMultiplesOfDepositTermType, minDepositAmount, depositAmount,
maxDepositAmount);
// CBS Custom Fields
result.setAccountType(rs.getString("accountType"));
result.setFdType(rs.getString("fdType"));
result.setProductCode(rs.getString("productCode"));
result.setCustomerSegment(rs.getString("customerSegment"));
result.setGlAccountId(JdbcSupport.getLong(rs, "glAccountId"));
result.setGlAccountName(rs.getString("glAccountName"));
final java.time.LocalDate effectiveDate = JdbcSupport.getLocalDate(rs, "effectiveDate");
result.setEffectiveDate(effectiveDate != null ? effectiveDate.toString() : null);
final java.time.LocalDate effectiveTo = JdbcSupport.getLocalDate(rs, "effectiveTo");
result.setEffectiveTo(effectiveTo != null ? effectiveTo.toString() : null);
final java.time.LocalDate endDate = JdbcSupport.getLocalDate(rs, "endDate");
result.setEndDate(endDate != null ? endDate.toString() : null);
result.setIntroducerRequired(rs.getBoolean("introducerRequired"));
result.setShareLinkingEnabled(rs.getBoolean("shareLinkingEnabled"));
result.setNominationFacility(rs.getBoolean("nominationFacility"));
result.setDormancyAlert(rs.getBoolean("dormancyAlert"));
result.setIsDormancyTrackingActive(rs.getBoolean("isDormancyTrackingActive"));
result.setDaysToInactive(JdbcSupport.getLong(rs, "daysToInactive"));
result.setDaysToDormancy(JdbcSupport.getLong(rs, "daysToDormancy"));
result.setDaysToEscheat(JdbcSupport.getLong(rs, "daysToEscheat"));
result.setInterestCalculateSelector(JdbcSupport.getInteger(rs, "interestCalculateSelector"));
result.setAveragePeriod(rs.getString("averagePeriod"));
result.setAutoPost(rs.getBoolean("autoPost"));
result.setFrequencyFixDay(JdbcSupport.getInteger(rs, "frequencyFixDay"));
final java.time.LocalDate lastInterestDate = JdbcSupport.getLocalDate(rs, "lastInterestDate");
result.setLastInterestDate(lastInterestDate != null ? lastInterestDate.toString() : null);
result.setEnableLockinPeriod(rs.getBoolean("enableLockinPeriod"));
result.setBalanceFrequency(rs.getString("balanceFrequency"));
result.setAccountClosedZeroBalanceInDayClosing(rs.getBoolean("accountClosedZeroBalanceInDayClosing"));
result.setAutoDebitFacility(rs.getBoolean("autoDebitFacility"));
result.setLoanFacility(rs.getBoolean("loanFacility"));
result.setPrematureWithdrawalOption(rs.getBoolean("prematureWithdrawalOption"));
result.setTenureFlexibility(rs.getBoolean("tenureFlexibility"));
result.setLienMarked(rs.getBoolean("lienMarked"));
result.setMaturityInstructions(rs.getBoolean("maturityInstructions"));
result.setCreditMaturityProceeds(rs.getBoolean("creditMaturityProceeds"));
result.setPenaltyGracePeriodMissedInstallments(rs.getBoolean("penaltyGracePeriodMissedInstallments"));
result.setPanelRequestApplicable(rs.getBoolean("panelRequestApplicable"));
result.setNoPenaltyNomineeHeirClosure(rs.getBoolean("noPenaltyNomineeHeirClosure"));
result.setDeceasedSettlement(rs.getBoolean("deceasedSettlement"));
result.setAllowDebitTxnAfterDueDate(rs.getBoolean("allowDebitTxnAfterDueDate"));
result.setWithdrawalFeeForTransfers(rs.getBoolean("withdrawalFeeForTransfers"));
return result;
}
}
@@ -0,0 +1,27 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.service;
import java.util.List;
import org.apache.fineract.portfolio.savings.api.FdInterestRateSaveRequest;
import org.apache.fineract.portfolio.savings.data.FdInterestRateEffectiveData;
public interface FdBaseInterestRateReadPlatformService {
List<FdInterestRateEffectiveData> retrieveAllInterestRates();
List<FdInterestRateEffectiveData> retrieveAllActiveInterestRates();
List<FdInterestRateEffectiveData> retrieveActiveInterestRatesByType(String fdType);
FdInterestRateEffectiveData saveInterestRates(FdInterestRateSaveRequest request, Long createdById);
}
@@ -0,0 +1,128 @@
/**
* 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
*/
package org.apache.fineract.portfolio.savings.service;
import java.time.LocalDate;
import java.util.List;
import java.util.stream.Collectors;
import lombok.RequiredArgsConstructor;
import org.apache.fineract.portfolio.savings.api.FdInterestRateSaveRequest;
import org.apache.fineract.portfolio.savings.data.FdInterestRateEffectiveData;
import org.apache.fineract.portfolio.savings.data.FdInterestRateSlabData;
import org.apache.fineract.portfolio.savings.domain.FdBaseInterestRateEffective;
import org.apache.fineract.portfolio.savings.domain.FdBaseInterestRateEffectiveRepository;
import org.apache.fineract.portfolio.savings.domain.FdBaseInterestRateSlabHistory;
import org.apache.fineract.portfolio.savings.domain.FdBaseInterestRateSlabHistoryRepository;
import org.springframework.transaction.annotation.Transactional;
@RequiredArgsConstructor
public class FdBaseInterestRateReadPlatformServiceImpl implements FdBaseInterestRateReadPlatformService {
private final FdBaseInterestRateEffectiveRepository effectiveRepository;
private final FdBaseInterestRateSlabHistoryRepository slabRepository;
@Override
public List<FdInterestRateEffectiveData> retrieveAllInterestRates() {
return effectiveRepository.findByOrderByEffectiveFromDateDesc().stream().map(this::toData).collect(Collectors.toList());
}
@Override
public List<FdInterestRateEffectiveData> retrieveAllActiveInterestRates() {
return effectiveRepository.findByIsActiveTrueOrderByEffectiveFromDateDesc().stream().map(this::toData)
.collect(Collectors.toList());
}
@Override
public List<FdInterestRateEffectiveData> retrieveActiveInterestRatesByType(String fdType) {
return effectiveRepository.findByFdTypeAndIsActiveTrueOrderByEffectiveFromDateDesc(fdType).stream().map(this::toData)
.collect(Collectors.toList());
}
@Override
@Transactional
public FdInterestRateEffectiveData saveInterestRates(FdInterestRateSaveRequest request, Long createdById) {
final String fdType = request.getFdType();
final LocalDate today = LocalDate.now();
final List<FdBaseInterestRateEffective> activeVersions = effectiveRepository
.findByFdTypeAndIsActiveTrueOrderByEffectiveFromDateDesc(fdType);
for (FdBaseInterestRateEffective version : activeVersions) {
version.deactivate(today);
}
if (!activeVersions.isEmpty()) {
effectiveRepository.saveAll(activeVersions);
}
final String label = request.getVersionLabel() != null && !request.getVersionLabel().isBlank()
? request.getVersionLabel()
: "FD " + fdType + " Rate Version " + LocalDate.now();
FdBaseInterestRateEffective newVersion = FdBaseInterestRateEffective.create(fdType, label, today, request.getRemarks(), createdById);
newVersion = effectiveRepository.saveAndFlush(newVersion);
final Long versionId = newVersion.getId();
int srCounter = 1;
if (request.getSlabs() != null) {
for (FdInterestRateSaveRequest.SlabRequest slabRequest : request.getSlabs()) {
final int sr = slabRequest.getSrNo() != null ? slabRequest.getSrNo() : srCounter++;
final FdBaseInterestRateSlabHistory slab = FdBaseInterestRateSlabHistory.create(versionId, sr,
slabRequest.getDescription(), slabRequest.getPeriodTypeEnum(), slabRequest.getFromPeriod(),
slabRequest.getToPeriod(), slabRequest.getAnnualInterestRate(), slabRequest.getSeniorCitizenRate());
slabRepository.save(slab);
}
}
return toData(newVersion);
}
private FdInterestRateEffectiveData toData(FdBaseInterestRateEffective e) {
List<FdInterestRateSlabData> slabs = slabRepository.findByEffectiveIdOrderBySrNo(e.getId()).stream()
.map(s -> FdInterestRateSlabData.builder()
.id(s.getId())
.srNo(s.getSrNo())
.description(s.getDescription())
.periodTypeEnum(s.getPeriodTypeEnum())
.periodTypeLabel(periodLabel(s.getPeriodTypeEnum()))
.fromPeriod(s.getFromPeriod())
.toPeriod(s.getToPeriod())
.annualInterestRate(s.getAnnualInterestRate())
.seniorCitizenRate(s.getSeniorCitizenRate())
.build())
.collect(Collectors.toList());
return FdInterestRateEffectiveData.builder()
.id(e.getId())
.fdType(e.getFdType())
.versionLabel(e.getVersionLabel())
.effectiveFromDate(e.getEffectiveFromDate())
.effectiveToDate(e.getEffectiveToDate())
.isActive(e.getIsActive())
.remarks(e.getRemarks())
.slabs(slabs)
.build();
}
private String periodLabel(Integer code) {
if (code == null) {
return "Days";
}
return switch (code) {
case 0 -> "Days";
case 1 -> "Weeks";
case 2 -> "Months";
case 3 -> "Years";
default -> "Days";
};
}
}
@@ -0,0 +1,28 @@
/**
* 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.savings.service;
import java.util.HashMap;
import org.apache.fineract.infrastructure.core.api.JsonQuery;
public interface RecurringDepositAccountInterestCalculationService {
HashMap<String, Object> calculateInterest(JsonQuery query);
}
@@ -0,0 +1,138 @@
/**
* 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.savings.service;
import static org.apache.fineract.portfolio.savings.DepositsApiConstants.annualInterestRateParamName;
import static org.apache.fineract.portfolio.savings.DepositsApiConstants.depositAmountParamName;
import static org.apache.fineract.portfolio.savings.DepositsApiConstants.interestCompoundingPeriodInMonthsParamName;
import static org.apache.fineract.portfolio.savings.DepositsApiConstants.tenureInMonthsParamName;
import com.google.gson.JsonElement;
import java.math.BigDecimal;
import java.math.MathContext;
import java.math.RoundingMode;
import java.time.LocalDate;
import java.util.HashMap;
import lombok.RequiredArgsConstructor;
import org.apache.fineract.infrastructure.core.api.JsonQuery;
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
import org.apache.fineract.organisation.monetary.domain.MoneyHelper;
import org.springframework.stereotype.Service;
@Service
@RequiredArgsConstructor
public class RecurringDepositAccountInterestCalculationServiceImpl implements RecurringDepositAccountInterestCalculationService {
private final FromJsonHelper fromApiJsonHelper;
@Override
public HashMap<String, Object> calculateInterest(JsonQuery query) {
JsonElement element = query.parsedJson();
BigDecimal depositAmount = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(depositAmountParamName, element);
BigDecimal annualInterestRate = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(annualInterestRateParamName, element);
Long tenureInMonths = this.fromApiJsonHelper.extractLongNamed(tenureInMonthsParamName, element);
Long interestCompoundingPeriodInMonths = this.fromApiJsonHelper.extractLongNamed(interestCompoundingPeriodInMonthsParamName,
element);
LocalDate submittedOnDate = this.fromApiJsonHelper.extractLocalDateNamed("submittedOnDate", element);
if (submittedOnDate == null) {
submittedOnDate = LocalDate.now();
}
BigDecimal maturityAmount = this.calculateInterestInternal(depositAmount, annualInterestRate, tenureInMonths,
interestCompoundingPeriodInMonths, submittedOnDate);
BigDecimal totalPrincipal = depositAmount.multiply(BigDecimal.valueOf(tenureInMonths));
BigDecimal totalInterest = maturityAmount.subtract(totalPrincipal);
String warning = "This is an approximate calculated amount - it may vary slightly when the account is created";
HashMap<String, Object> result = new HashMap<>();
result.put("maturityAmount", maturityAmount);
result.put("totalPrincipal", totalPrincipal);
result.put("totalInterest", totalInterest);
result.put("daysInYear", 365); // Standard for this product as per image
result.put("warning", warning);
return result;
}
public BigDecimal calculateInterestInternal(BigDecimal installmentAmount, BigDecimal annualInterestRate, Long tenureInMonths,
Long interestCompoundingPeriodInMonths, LocalDate submittedOnDate) {
MathContext mc = MoneyHelper.getMathContext();
BigDecimal maturityAmount = BigDecimal.ZERO;
int totalMonths = Math.toIntExact(tenureInMonths);
if (interestCompoundingPeriodInMonths == 0) {
// Standard Banking Approach for Daily Compounding RD using Actual Calendar Days
BigDecimal currentBalance = BigDecimal.ZERO;
double dailyRate = annualInterestRate.doubleValue() / 36500.0;
LocalDate date = submittedOnDate;
for (int m = 1; m <= totalMonths; m++) {
// Add monthly installment at the start of the month
currentBalance = currentBalance.add(installmentAmount);
// Get actual days in the current month
int daysInMonth = date.lengthOfMonth();
// Calculate interest for the month using daily compounding
double multiplier = Math.pow(1.0 + dailyRate, daysInMonth);
currentBalance = currentBalance.multiply(BigDecimal.valueOf(multiplier), mc);
// Move to next month
date = date.plusMonths(1);
}
maturityAmount = currentBalance;
} else {
// Periodic Compounding (Monthly, Quarterly, etc.)
BigDecimal monthlyRate = annualInterestRate.divide(BigDecimal.valueOf(1200), mc);
BigDecimal i = monthlyRate;
int n = totalMonths;
// Standard RD formula for monthly compounding:
// M = P * ((1+i)^n - 1) / i * (1+i)
// For other periods, we can approximate or use a loop.
// Using loop for consistency with various compounding periods.
BigDecimal compoundingFrequencyMonths = BigDecimal.valueOf(interestCompoundingPeriodInMonths);
BigDecimal ratePerCompounding = annualInterestRate.divide(BigDecimal.valueOf(100), mc)
.multiply(compoundingFrequencyMonths).divide(BigDecimal.valueOf(12), mc);
for (int m = 1; m <= totalMonths; m++) {
BigDecimal monthsRemaining = BigDecimal.valueOf(totalMonths - m + 1);
BigDecimal numberOfCompoundings = monthsRemaining.divide(compoundingFrequencyMonths, mc);
BigDecimal installmentMaturity = installmentAmount.multiply(
BigDecimal.ONE.add(ratePerCompounding).pow(numberOfCompoundings.intValue(), mc), mc);
// Add remaining partial compounding period interest (simple interest for the rest)
BigDecimal remainingMonths = monthsRemaining.remainder(compoundingFrequencyMonths);
if (remainingMonths.compareTo(BigDecimal.ZERO) > 0) {
BigDecimal partialInterest = installmentMaturity.multiply(annualInterestRate).multiply(remainingMonths)
.divide(BigDecimal.valueOf(1200), mc);
installmentMaturity = installmentMaturity.add(partialInterest);
}
maturityAmount = maturityAmount.add(installmentMaturity);
}
}
return maturityAmount.setScale(2, RoundingMode.HALF_UP);
}
}
@@ -800,7 +800,8 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
sqlBuilder.append("sa.linked_account_no as linkedAccountNo, ");
sqlBuilder.append("sp.balance_swap_option as balanceSwapOption, ");
sqlBuilder.append("sp.msme as msme, ");
sqlBuilder.append("sp.auto_debit_facility as autoDebitFacility, ");
sqlBuilder.append("COALESCE(sa.nomination_facility, sp.nomination_facility) as nominationFacility, ");
sqlBuilder.append("COALESCE(sa.auto_debit_facility, sp.auto_debit_facility) as autoDebitFacility, ");
// Facility config fields
sqlBuilder.append("safc.atm_facility as atmFacility, ");
sqlBuilder.append("safc.atm_withdrawal_facility as atmWithdrawalFacility, ");
@@ -1054,6 +1055,7 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
accountData.setLinkedAccountNo(rs.getString("linkedAccountNo"));
accountData.setBalanceSwapOption(rs.getObject("balanceSwapOption") != null ? rs.getBoolean("balanceSwapOption") : null);
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);
// Nominee as parsed map
@@ -1391,8 +1391,7 @@ public class SavingsAccountWritePlatformServiceJpaRepositoryImpl implements Savi
public SavingsAccountData fallbackPostInterest(SavingsAccountData savingsAccountData, boolean postInterestAs, LocalDate transactionDate,
boolean backdatedTxnsAllowedTill, Throwable t) {
// NOTE: allow caller to catch the exceptions
// NOTE: wrap throwable only if really necessary
throw errorHandler.getMappable(t, null, null, "savings.postinterest");
throw org.apache.fineract.infrastructure.core.exception.ErrorHandler.getMappable(t, null, null, "savings.postinterest");
}
@Transactional
@@ -146,8 +146,12 @@ import org.apache.fineract.portfolio.savings.service.SavingsProductWritePlatform
import org.apache.fineract.portfolio.savings.service.SavingsProductWritePlatformServiceJpaRepositoryImpl;
import org.apache.fineract.portfolio.savings.domain.RdBaseInterestRateEffectiveRepository;
import org.apache.fineract.portfolio.savings.domain.RdBaseInterestRateSlabHistoryRepository;
import org.apache.fineract.portfolio.savings.domain.FdBaseInterestRateEffectiveRepository;
import org.apache.fineract.portfolio.savings.domain.FdBaseInterestRateSlabHistoryRepository;
import org.apache.fineract.portfolio.savings.service.RdBaseInterestRateReadPlatformService;
import org.apache.fineract.portfolio.savings.service.RdBaseInterestRateReadPlatformServiceImpl;
import org.apache.fineract.portfolio.savings.service.FdBaseInterestRateReadPlatformService;
import org.apache.fineract.portfolio.savings.service.FdBaseInterestRateReadPlatformServiceImpl;
import org.apache.fineract.portfolio.savings.service.SavingsSchedularInterestPoster;
import org.apache.fineract.portfolio.savings.service.SavingsSchedularInterestPosterTask;
import org.apache.fineract.portfolio.savings.service.search.SavingsAccountTransactionSearchService;
@@ -171,6 +175,14 @@ public class SavingsConfiguration {
return new RdBaseInterestRateReadPlatformServiceImpl(effectiveRepository, slabRepository);
}
@Bean
@ConditionalOnMissingBean(FdBaseInterestRateReadPlatformService.class)
public FdBaseInterestRateReadPlatformService fdBaseInterestRateReadPlatformService(
FdBaseInterestRateEffectiveRepository effectiveRepository,
FdBaseInterestRateSlabHistoryRepository slabRepository) {
return new FdBaseInterestRateReadPlatformServiceImpl(effectiveRepository, slabRepository);
}
@Bean
@ConditionalOnMissingBean(SavingsAccountTransactionSearchService.class)
public SavingsAccountTransactionSearchService savingsAccountTransactionSearchService(PlatformSecurityContext context,
@@ -290,4 +290,8 @@
<include file="parts/0276_create_current_account_tables.xml" relativeToChangelogFile="true"/>
<include file="parts/0277_fix_current_account_audit_columns.xml" relativeToChangelogFile="true"/>
<include file="parts/0278_add_is_mandatory_to_joint_holder.xml" relativeToChangelogFile="true"/>
<include file="parts/0279_add_fd_type_and_base_interest_rate_tables.xml" relativeToChangelogFile="true"/>
<include file="parts/0280_add_fixed_deposit_product_codes.xml" relativeToChangelogFile="true"/>
<include file="parts/0284_remove_product_code_unique_constraints.xml" relativeToChangelogFile="true"/>
<include file="parts/0281_update_fd_base_interest_rate_seed_data.xml" relativeToChangelogFile="true"/>
</databaseChangeLog>
@@ -0,0 +1,300 @@
<?xml version="1.0" encoding="UTF-8"?>
<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">
<!-- 1. Add fd_type column to m_savings_product -->
<changeSet id="0279a_add_fd_type_to_savings_product" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<not><columnExists tableName="m_savings_product" columnName="fd_type"/></not>
</preConditions>
<addColumn tableName="m_savings_product">
<column name="fd_type" type="VARCHAR(20)" defaultValue="SINGLE">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<!-- 2. Create FD base interest rate effective (version) table -->
<changeSet id="0279b_create_fd_base_interest_rate_effective" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_fd_base_interest_rate_effective"/></not>
</preConditions>
<createTable tableName="m_fd_base_interest_rate_effective">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="fd_type" type="VARCHAR(20)">
<constraints nullable="false"/>
</column>
<column name="version_label" type="VARCHAR(100)">
<constraints nullable="false"/>
</column>
<column name="effective_from_date" type="DATE">
<constraints nullable="false"/>
</column>
<column name="effective_to_date" type="DATE"/>
<column name="is_active" type="BOOLEAN" defaultValueBoolean="true">
<constraints nullable="false"/>
</column>
<column name="remarks" type="VARCHAR(500)"/>
<column name="created_by_id" type="BIGINT"/>
<column name="created_date" type="DATE"/>
</createTable>
</changeSet>
<!-- 3. Create FD base interest rate slab history table -->
<changeSet id="0279c_create_fd_base_interest_rate_slab_history" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_fd_base_interest_rate_slab_history"/></not>
</preConditions>
<createTable tableName="m_fd_base_interest_rate_slab_history">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="effective_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="sr_no" type="INT">
<constraints nullable="false"/>
</column>
<column name="description" type="VARCHAR(200)"/>
<!-- period_type_enum: 0=DAYS, 1=WEEKS, 2=MONTHS, 3=YEARS -->
<column name="period_type_enum" type="INT" defaultValueNumeric="0">
<constraints nullable="false"/>
</column>
<column name="from_period" type="INT">
<constraints nullable="false"/>
</column>
<column name="to_period" type="INT"/>
<column name="annual_interest_rate" type="DECIMAL(19,6)">
<constraints nullable="false"/>
</column>
<!-- senior_citizen_rate: additional rate for senior citizens -->
<column name="senior_citizen_rate" type="DECIMAL(19,6)" defaultValueNumeric="0"/>
<column name="created_date" type="DATE"/>
</createTable>
<addForeignKeyConstraint
baseTableName="m_fd_base_interest_rate_slab_history"
baseColumnNames="effective_id"
referencedTableName="m_fd_base_interest_rate_effective"
referencedColumnNames="id"
constraintName="fk_fd_base_rate_slab_effective"/>
</changeSet>
<!-- 4. Seed initial FD base interest rate data -->
<changeSet id="0279d_seed_fd_base_interest_rate_single" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SINGLE'</sqlCheck>
</preConditions>
<!-- FD SINGLE: &lt; 1 year, period in DAYS -->
<insert tableName="m_fd_base_interest_rate_effective">
<column name="fd_type" value="SINGLE"/>
<column name="version_label" value="FD-SINGLE-V1"/>
<column name="effective_from_date" value="2025-01-01"/>
<column name="is_active" valueBoolean="true"/>
<column name="remarks" value="Initial FD Single (Short Term) rates"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
</changeSet>
<changeSet id="0279e_seed_fd_single_slabs" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_fd_base_interest_rate_slab_history sh JOIN m_fd_base_interest_rate_effective e ON sh.effective_id = e.id WHERE e.fd_type = 'SINGLE'</sqlCheck>
</preConditions>
<!-- 1-29 days -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SINGLE' AND version_label='FD-SINGLE-V1')"/>
<column name="sr_no" valueNumeric="1"/>
<column name="description" value="1 to 29 Days"/>
<column name="period_type_enum" valueNumeric="0"/>
<column name="from_period" valueNumeric="1"/>
<column name="to_period" valueNumeric="29"/>
<column name="annual_interest_rate" valueNumeric="4.50"/>
<column name="senior_citizen_rate" valueNumeric="5.00"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 30-89 days -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SINGLE' AND version_label='FD-SINGLE-V1')"/>
<column name="sr_no" valueNumeric="2"/>
<column name="description" value="30 to 89 Days"/>
<column name="period_type_enum" valueNumeric="0"/>
<column name="from_period" valueNumeric="30"/>
<column name="to_period" valueNumeric="89"/>
<column name="annual_interest_rate" valueNumeric="5.00"/>
<column name="senior_citizen_rate" valueNumeric="5.50"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 90-179 days -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SINGLE' AND version_label='FD-SINGLE-V1')"/>
<column name="sr_no" valueNumeric="3"/>
<column name="description" value="90 to 179 Days"/>
<column name="period_type_enum" valueNumeric="0"/>
<column name="from_period" valueNumeric="90"/>
<column name="to_period" valueNumeric="179"/>
<column name="annual_interest_rate" valueNumeric="5.50"/>
<column name="senior_citizen_rate" valueNumeric="6.00"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 180+ days -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SINGLE' AND version_label='FD-SINGLE-V1')"/>
<column name="sr_no" valueNumeric="4"/>
<column name="description" value="180+ Days"/>
<column name="period_type_enum" valueNumeric="0"/>
<column name="from_period" valueNumeric="180"/>
<column name="annual_interest_rate" valueNumeric="6.00"/>
<column name="senior_citizen_rate" valueNumeric="6.50"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
</changeSet>
<changeSet id="0279f_seed_fd_base_interest_rate_double" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_fd_base_interest_rate_effective WHERE fd_type = 'DOUBLE'</sqlCheck>
</preConditions>
<!-- FD DOUBLE: >= 1 year, period in YEARS -->
<insert tableName="m_fd_base_interest_rate_effective">
<column name="fd_type" value="DOUBLE"/>
<column name="version_label" value="FD-DOUBLE-V1"/>
<column name="effective_from_date" value="2025-01-01"/>
<column name="is_active" valueBoolean="true"/>
<column name="remarks" value="Initial FD Double (Long Term) rates"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
</changeSet>
<changeSet id="0279g_seed_fd_double_slabs" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_fd_base_interest_rate_slab_history sh JOIN m_fd_base_interest_rate_effective e ON sh.effective_id = e.id WHERE e.fd_type = 'DOUBLE'</sqlCheck>
</preConditions>
<!-- 1-2 years -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='DOUBLE' AND version_label='FD-DOUBLE-V1')"/>
<column name="sr_no" valueNumeric="1"/>
<column name="description" value="1 to 2 Years"/>
<column name="period_type_enum" valueNumeric="3"/>
<column name="from_period" valueNumeric="1"/>
<column name="to_period" valueNumeric="2"/>
<column name="annual_interest_rate" valueNumeric="6.50"/>
<column name="senior_citizen_rate" valueNumeric="7.00"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 3-5 years -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='DOUBLE' AND version_label='FD-DOUBLE-V1')"/>
<column name="sr_no" valueNumeric="2"/>
<column name="description" value="3 to 5 Years"/>
<column name="period_type_enum" valueNumeric="3"/>
<column name="from_period" valueNumeric="3"/>
<column name="to_period" valueNumeric="5"/>
<column name="annual_interest_rate" valueNumeric="6.75"/>
<column name="senior_citizen_rate" valueNumeric="7.25"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 6-10 years -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='DOUBLE' AND version_label='FD-DOUBLE-V1')"/>
<column name="sr_no" valueNumeric="3"/>
<column name="description" value="6 to 10 Years"/>
<column name="period_type_enum" valueNumeric="3"/>
<column name="from_period" valueNumeric="6"/>
<column name="to_period" valueNumeric="10"/>
<column name="annual_interest_rate" valueNumeric="7.00"/>
<column name="senior_citizen_rate" valueNumeric="7.50"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 11+ years -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='DOUBLE' AND version_label='FD-DOUBLE-V1')"/>
<column name="sr_no" valueNumeric="4"/>
<column name="description" value="11+ Years"/>
<column name="period_type_enum" valueNumeric="3"/>
<column name="from_period" valueNumeric="11"/>
<column name="annual_interest_rate" valueNumeric="7.25"/>
<column name="senior_citizen_rate" valueNumeric="7.75"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
</changeSet>
<changeSet id="0279h_seed_fd_base_interest_rate_special" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SPECIAL'</sqlCheck>
</preConditions>
<!-- FD SPECIAL: monthly interest payout, period in MONTHS -->
<insert tableName="m_fd_base_interest_rate_effective">
<column name="fd_type" value="SPECIAL"/>
<column name="version_label" value="FD-SPECIAL-V1"/>
<column name="effective_from_date" value="2025-01-01"/>
<column name="is_active" valueBoolean="true"/>
<column name="remarks" value="Initial FD Special (Monthly Payout) rates"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
</changeSet>
<changeSet id="0279i_seed_fd_special_slabs" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_fd_base_interest_rate_slab_history sh JOIN m_fd_base_interest_rate_effective e ON sh.effective_id = e.id WHERE e.fd_type = 'SPECIAL'</sqlCheck>
</preConditions>
<!-- 1-12 months -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SPECIAL' AND version_label='FD-SPECIAL-V1')"/>
<column name="sr_no" valueNumeric="1"/>
<column name="description" value="1 to 12 Months"/>
<column name="period_type_enum" valueNumeric="2"/>
<column name="from_period" valueNumeric="1"/>
<column name="to_period" valueNumeric="12"/>
<column name="annual_interest_rate" valueNumeric="6.00"/>
<column name="senior_citizen_rate" valueNumeric="6.50"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 13-24 months -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SPECIAL' AND version_label='FD-SPECIAL-V1')"/>
<column name="sr_no" valueNumeric="2"/>
<column name="description" value="13 to 24 Months"/>
<column name="period_type_enum" valueNumeric="2"/>
<column name="from_period" valueNumeric="13"/>
<column name="to_period" valueNumeric="24"/>
<column name="annual_interest_rate" valueNumeric="6.50"/>
<column name="senior_citizen_rate" valueNumeric="7.00"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 25-60 months -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SPECIAL' AND version_label='FD-SPECIAL-V1')"/>
<column name="sr_no" valueNumeric="3"/>
<column name="description" value="25 to 60 Months"/>
<column name="period_type_enum" valueNumeric="2"/>
<column name="from_period" valueNumeric="25"/>
<column name="to_period" valueNumeric="60"/>
<column name="annual_interest_rate" valueNumeric="7.00"/>
<column name="senior_citizen_rate" valueNumeric="7.50"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
<!-- 61+ months -->
<insert tableName="m_fd_base_interest_rate_slab_history">
<column name="effective_id" valueComputed="(SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type='SPECIAL' AND version_label='FD-SPECIAL-V1')"/>
<column name="sr_no" valueNumeric="4"/>
<column name="description" value="61+ Months"/>
<column name="period_type_enum" valueNumeric="2"/>
<column name="from_period" valueNumeric="61"/>
<column name="annual_interest_rate" valueNumeric="7.25"/>
<column name="senior_citizen_rate" valueNumeric="7.75"/>
<column name="created_date" valueDate="2025-01-01"/>
</insert>
</changeSet>
</databaseChangeLog>
@@ -0,0 +1,53 @@
<?xml version="1.0" encoding="UTF-8"?>
<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">
<!-- FixedDepositProductAccountType code and values -->
<changeSet id="0280a_add_fd_product_account_type_code" author="system">
<validCheckSum>ANY</validCheckSum>
<sql>
INSERT INTO m_code (code_name, is_system_defined)
SELECT 'FixedDepositProductAccountType', false
WHERE NOT EXISTS (SELECT 1 FROM m_code WHERE code_name = 'FixedDepositProductAccountType');
</sql>
<sql>
INSERT INTO m_code_value (code_id, code_value, order_position, is_active, is_mandatory)
SELECT c.id, v.code_value, v.order_position, true, false
FROM m_code c,
(VALUES
('Fd Account', 1)
) AS v(code_value, order_position)
WHERE c.code_name = 'FixedDepositProductAccountType'
AND NOT EXISTS (
SELECT 1 FROM m_code_value cv
WHERE cv.code_id = c.id AND cv.code_value = v.code_value
);
</sql>
</changeSet>
<!-- FixedDepositProductCustomerSegment code and values -->
<changeSet id="0280b_add_fd_product_customer_segment_code" author="system">
<validCheckSum>ANY</validCheckSum>
<sql>
INSERT INTO m_code (code_name, is_system_defined)
SELECT 'FixedDepositProductCustomerSegment', false
WHERE NOT EXISTS (SELECT 1 FROM m_code WHERE code_name = 'FixedDepositProductCustomerSegment');
</sql>
<sql>
INSERT INTO m_code_value (code_id, code_value, order_position, is_active, is_mandatory)
SELECT c.id, v.code_value, v.order_position, true, false
FROM m_code c,
(VALUES
('Individual', 1),
('Non-Individual', 2)
) AS v(code_value, order_position)
WHERE c.code_name = 'FixedDepositProductCustomerSegment'
AND NOT EXISTS (
SELECT 1 FROM m_code_value cv
WHERE cv.code_id = c.id AND cv.code_value = v.code_value
);
</sql>
</changeSet>
</databaseChangeLog>
@@ -0,0 +1,105 @@
<?xml version="1.0" encoding="UTF-8"?>
<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="0281_update_fd_base_interest_rate_seed_data" author="fineract">
<validCheckSum>ANY</validCheckSum>
<preConditions onFail="MARK_RAN">
<tableExists tableName="m_fd_base_interest_rate_effective"/>
</preConditions>
<sql>
UPDATE m_fd_base_interest_rate_slab_history
SET description = '1 to 29 Days',
from_period = 1,
to_period = 29
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SINGLE' AND version_label = 'FD-SINGLE-V1')
AND sr_no = 1;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '30 to 89 Days',
from_period = 30,
to_period = 89
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SINGLE' AND version_label = 'FD-SINGLE-V1')
AND sr_no = 2;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '90 to 179 Days',
from_period = 90,
to_period = 179
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SINGLE' AND version_label = 'FD-SINGLE-V1')
AND sr_no = 3;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '180+ Days',
from_period = 180,
to_period = NULL
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SINGLE' AND version_label = 'FD-SINGLE-V1')
AND sr_no = 4;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '1 to 2 Years',
from_period = 1,
to_period = 2
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'DOUBLE' AND version_label = 'FD-DOUBLE-V1')
AND sr_no = 1;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '3 to 5 Years',
from_period = 3,
to_period = 5
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'DOUBLE' AND version_label = 'FD-DOUBLE-V1')
AND sr_no = 2;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '6 to 10 Years',
from_period = 6,
to_period = 10
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'DOUBLE' AND version_label = 'FD-DOUBLE-V1')
AND sr_no = 3;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '11+ Years',
from_period = 11,
to_period = NULL
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'DOUBLE' AND version_label = 'FD-DOUBLE-V1')
AND sr_no = 4;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '1 to 12 Months',
from_period = 1,
to_period = 12
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SPECIAL' AND version_label = 'FD-SPECIAL-V1')
AND sr_no = 1;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '13 to 24 Months',
from_period = 13,
to_period = 24
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SPECIAL' AND version_label = 'FD-SPECIAL-V1')
AND sr_no = 2;
UPDATE m_fd_base_interest_rate_slab_history
SET description = '25 to 60 Months',
from_period = 25,
to_period = 60
WHERE effective_id = (SELECT id FROM m_fd_base_interest_rate_effective WHERE fd_type = 'SPECIAL' AND version_label = 'FD-SPECIAL-V1')
AND sr_no = 3;
INSERT INTO m_fd_base_interest_rate_slab_history
(effective_id, sr_no, description, period_type_enum, from_period, to_period, annual_interest_rate, senior_citizen_rate, created_date)
SELECT e.id, 4, '61+ Months', 2, 61, NULL, 7.250000, 7.750000, CURRENT_DATE
FROM m_fd_base_interest_rate_effective e
WHERE e.fd_type = 'SPECIAL' AND e.version_label = 'FD-SPECIAL-V1'
AND NOT EXISTS (
SELECT 1
FROM m_fd_base_interest_rate_slab_history sh
WHERE sh.effective_id = e.id
AND sh.sr_no = 4
);
</sql>
</changeSet>
</databaseChangeLog>
@@ -0,0 +1,25 @@
<?xml version="1.0" encoding="UTF-8"?>
<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="0284_remove_product_code_unique_constraints" author="system">
<!-- For Savings/RD/FD products -->
<dropUniqueConstraint tableName="m_savings_product" constraintName="m_savings_product_product_code_key"/>
<!-- For Current products -->
<dropUniqueConstraint tableName="m_current_product" constraintName="cp_unq_product_code"/>
<!-- Set existing empty or blank product_codes to NULL to avoid future issues -->
<update tableName="m_savings_product">
<column name="product_code" valueComputed="NULL"/>
<where>product_code = '' OR product_code IS NULL</where>
</update>
<update tableName="m_current_product">
<column name="product_code" valueComputed="NULL"/>
<where>product_code = '' OR product_code IS NULL</where>
</update>
</changeSet>
</databaseChangeLog>
@@ -45,6 +45,7 @@ import org.apache.fineract.portfolio.shareaccounts.domain.ShareAccount;
import org.apache.fineract.portfolio.shareproducts.domain.ShareProduct;
import org.junit.jupiter.api.BeforeEach;
import org.junit.jupiter.api.Test;
import org.springframework.jdbc.core.JdbcTemplate;
public class AccountNumberGeneratorTest {
@@ -54,6 +55,7 @@ public class AccountNumberGeneratorTest {
private SavingsAccountRepository savingsRepo;
private GLAccountRepository glAccountRepo;
private SavingsProductRepository savingsProductRepo;
private JdbcTemplate jdbcTemplate;
private AccountNumberGenerator generator;
@@ -65,8 +67,9 @@ public class AccountNumberGeneratorTest {
savingsRepo = mock(SavingsAccountRepository.class);
glAccountRepo = mock(GLAccountRepository.class);
savingsProductRepo = mock(SavingsProductRepository.class);
jdbcTemplate = mock(JdbcTemplate.class);
generator = new AccountNumberGenerator(configService, clientRepo, loanRepo, savingsRepo, glAccountRepo, savingsProductRepo);
generator = new AccountNumberGenerator(configService, clientRepo, loanRepo, savingsRepo, glAccountRepo, savingsProductRepo, jdbcTemplate);
GlobalConfigurationPropertyData accountLengthConfig = mock(GlobalConfigurationPropertyData.class);
when(accountLengthConfig.getValue()).thenReturn(Long.valueOf("9"));