Compare commits
10
Commits
| Author | SHA1 | Date | |
|---|---|---|---|
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1a2a945464 | ||
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73ec85cfd6 | ||
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46f5a1babd | ||
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20fe11e60d | ||
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eb1aa767f7 | ||
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8724c54d9b | ||
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5c0a482f49 | ||
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0e07e60328 | ||
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e227e8ae0f | ||
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231919b62b |
+1
@@ -437,6 +437,7 @@ public final class AccountingConstants {
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OPENING_BALANCES_TRANSFER_CONTRA(300, "openingBalancesTransferContra", GLAccountType.EQUITY), //
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ASSET_FUND_SOURCE(103, "fundSource", GLAccountType.ASSET), //
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PAYABLE_DIVIDENDS(201, "payableDividends", GLAccountType.LIABILITY), //
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DIVIDEND_PAID(202, "dividendPaid", GLAccountType.LIABILITY), //
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RESERVE_FOR_DIVIDEND(301, "reserveForDividend", GLAccountType.EQUITY), //
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DIVIDEND_FORFEITED_INCOME(400, "dividendForfeitedIncome", GLAccountType.INCOME); //
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+9
-72
@@ -664,78 +664,6 @@ public class CommandWrapperBuilder {
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return this;
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}
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public CommandWrapperBuilder createAgent() {
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this.actionName = "CREATE";
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this.entityName = "AGENT";
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this.entityId = null;
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this.href = "/dds/agents/template";
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return this;
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}
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public CommandWrapperBuilder updateAgent(final Long agentId) {
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this.actionName = "UPDATE";
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this.entityName = "AGENT";
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this.entityId = agentId;
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this.href = "/dds/agents/" + agentId;
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return this;
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}
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public CommandWrapperBuilder createParty() {
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this.actionName = "CREATE";
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this.entityName = "PARTY";
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this.entityId = null;
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this.href = "/dds/parties/template";
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return this;
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}
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public CommandWrapperBuilder updateParty(final Long partyId) {
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this.actionName = "UPDATE";
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this.entityName = "PARTY";
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this.entityId = partyId;
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this.href = "/dds/parties/" + partyId;
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return this;
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}
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public CommandWrapperBuilder closeParty(final Long partyId) {
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this.actionName = "CLOSE";
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this.entityName = "PARTY";
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this.entityId = partyId;
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this.href = "/dds/parties/" + partyId + "?command=close";
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return this;
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}
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public CommandWrapperBuilder createPartyTransaction() {
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this.actionName = "CREATE";
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this.entityName = "PARTYTRANSACTION";
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this.entityId = null;
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this.href = "/dds/partytransactions/template";
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return this;
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}
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public CommandWrapperBuilder createCommissionSlabs() {
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this.actionName = "CREATE";
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this.entityName = "COMMISSIONSLAB";
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this.entityId = null;
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this.href = "/dds/commissionslabs/template";
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return this;
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}
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public CommandWrapperBuilder generateDdsBatchRun() {
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this.actionName = "GENERATE";
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this.entityName = "DDSBATCH";
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this.entityId = null;
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this.href = "/dds/batchruns/template";
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return this;
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}
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public CommandWrapperBuilder postDdsBatchRun(final Long batchRunId) {
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this.actionName = "POST";
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this.entityName = "DDSBATCH";
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this.entityId = batchRunId;
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this.href = "/dds/batchruns/" + batchRunId;
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return this;
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}
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public CommandWrapperBuilder createOfficeTransaction() {
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this.actionName = "CREATE";
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this.entityName = "OFFICETRANSACTION";
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@@ -2969,6 +2897,15 @@ public class CommandWrapperBuilder {
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return this;
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}
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public CommandWrapperBuilder paymentFixedDepositAccount(final Long accountId) {
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this.actionName = "PAYMENT";
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this.entityName = "FIXEDDEPOSITACCOUNT";
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this.entityId = accountId;
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this.savingsId = accountId;
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this.href = "/fixeddepositaccounts/" + accountId + "?command=payment";
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return this;
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}
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public CommandWrapperBuilder fixedDepositAccountInterestCalculation(final Long accountId) {
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this.actionName = "CALCULATEINTEREST";
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this.entityName = "FIXEDDEPOSITACCOUNT";
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+13
@@ -130,6 +130,19 @@ public class DataValidatorBuilder {
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this.dataValidationErrors.add(error);
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}
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/**
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* Like {@link #failWithCode(String, Object...)}, but the caller's own message is what's actually shown to the
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* user (that method always renders the generic "Failed data validation due to: {errorCode}." regardless of the
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* args passed to it).
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*/
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public void failWithCodeAndMessage(final String errorCode, final String defaultUserMessage,
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final Object... defaultUserMessageArgs) {
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String validationErrorCode = "validation.msg." + this.resource + "." + this.parameter + "." + errorCode;
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final ApiParameterError error = ApiParameterError.parameterError(validationErrorCode, defaultUserMessage, this.parameter,
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this.value, defaultUserMessageArgs);
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this.dataValidationErrors.add(error);
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}
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public void failWithCodeNoParameterAddedToErrorCode(final String errorCode, final Object... defaultUserMessageArgs) {
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String validationErrorCode = "validation.msg." + this.resource + "." + errorCode;
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String defaultEnglishMessage = "Failed data validation due to: " + errorCode + ".";
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+1
@@ -39,6 +39,7 @@ public enum JobName {
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GENERATE_LOANLOSS_PROVISIONING("Generate Loan Loss Provisioning"), //
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POST_DIVIDENTS_FOR_SHARES("Post Dividends For Shares"), //
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FORFEIT_UNCLAIMED_DIVIDENDS("Forfeit Unclaimed Dividends"), //
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POST_SHARE_ENTRY_FEE_TO_PROFIT("Post Share Entry Fee To Profit"), //
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UPDATE_SAVINGS_DORMANT_ACCOUNTS("Update Savings Dormant Accounts"), //
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ADD_PERIODIC_ACCRUAL_ENTRIES_FOR_LOANS_WITH_INCOME_POSTED_AS_TRANSACTIONS(
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"Add Accrual Transactions For Loans With Income Posted As Transactions"), //
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-148
@@ -1,148 +0,0 @@
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/**
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* Licensed to the Apache Software Foundation (ASF) under one
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||||
* 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.organisation.agent.data;
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||||
import java.io.Serial;
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import java.io.Serializable;
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import java.math.BigDecimal;
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import java.time.LocalDate;
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import java.util.Collection;
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import lombok.Getter;
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||||
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/**
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* Immutable data object representing a DDS agent, including its collection-limit history and
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* guarantors. Carries the collection/commission/security-account fields merged in from SubAgent
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* (2026-08-24) - Agent now does the daily collection work directly.
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*/
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@Getter
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public final class AgentData implements Serializable {
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@Serial
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private static final long serialVersionUID = 1L;
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private final Long id;
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private final Long clientId;
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private final String clientName;
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private final String agentCode;
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private final String agentNameId;
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private final String agentAddress1;
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private final String agentAddress2;
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private final String agentCity;
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private final String agentPinCode;
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private final String agentTelephone;
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private final String agentSavingAccountType;
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private final String agentSavingAccountNo;
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private final LocalDate agentOpeningDate;
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private final LocalDate agentBirthDate;
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private final BigDecimal agentCurrentBalance;
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private final BigDecimal agentOpeningBalance;
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private final String homeBranch;
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private final String savingBranch;
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private final Boolean tdsApplicable;
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private final BigDecimal tdsPercent;
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private final BigDecimal currentTds;
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private final BigDecimal tdsAmount;
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private final String transferBranch;
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private final String transferAmountAccountType;
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private final String transferAccountNo;
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private final Boolean commissionCalculation;
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private final BigDecimal limit;
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private final BigDecimal machineRent;
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private final String agentSecurityBranch;
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private final String agentSecurityAccountType;
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private final String agentSecurityAccountNo;
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private final BigDecimal commission;
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private final BigDecimal otherCommission;
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private final BigDecimal agentDeposit;
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private final BigDecimal festivalAdvance;
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private final BigDecimal otherDeduction;
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private final Collection<AgentLimitData> limits;
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private final Collection<AgentGuarantorData> guarantors;
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public static AgentData instance(final Long id, final Long clientId, final String clientName, final String agentCode,
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final String agentNameId, final String agentAddress1, final String agentAddress2, final String agentCity,
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final String agentPinCode, final String agentTelephone, final String agentSavingAccountType,
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final String agentSavingAccountNo, final LocalDate agentOpeningDate, final LocalDate agentBirthDate,
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final BigDecimal agentCurrentBalance, final BigDecimal agentOpeningBalance, final String homeBranch,
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final String savingBranch, final Boolean tdsApplicable, final BigDecimal tdsPercent, final BigDecimal currentTds,
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final BigDecimal tdsAmount, final String transferBranch, final String transferAmountAccountType,
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final String transferAccountNo, final Boolean commissionCalculation, final BigDecimal limit, final BigDecimal machineRent,
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final String agentSecurityBranch, final String agentSecurityAccountType, final String agentSecurityAccountNo,
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final BigDecimal commission, final BigDecimal otherCommission, final BigDecimal agentDeposit,
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final BigDecimal festivalAdvance, final BigDecimal otherDeduction, final Collection<AgentLimitData> limits,
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final Collection<AgentGuarantorData> guarantors) {
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return new AgentData(id, clientId, clientName, agentCode, agentNameId, agentAddress1, agentAddress2, agentCity, agentPinCode,
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agentTelephone, agentSavingAccountType, agentSavingAccountNo, agentOpeningDate, agentBirthDate, agentCurrentBalance,
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agentOpeningBalance, homeBranch, savingBranch, tdsApplicable, tdsPercent, currentTds, tdsAmount, transferBranch,
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transferAmountAccountType, transferAccountNo, commissionCalculation, limit, machineRent, agentSecurityBranch,
|
||||
agentSecurityAccountType, agentSecurityAccountNo, commission, otherCommission, agentDeposit, festivalAdvance,
|
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otherDeduction, limits, guarantors);
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}
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||||
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private AgentData(final Long id, final Long clientId, final String clientName, final String agentCode, final String agentNameId,
|
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final String agentAddress1, final String agentAddress2, final String agentCity, final String agentPinCode,
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final String agentTelephone, final String agentSavingAccountType, final String agentSavingAccountNo,
|
||||
final LocalDate agentOpeningDate, final LocalDate agentBirthDate, final BigDecimal agentCurrentBalance,
|
||||
final BigDecimal agentOpeningBalance, final String homeBranch, final String savingBranch, final Boolean tdsApplicable,
|
||||
final BigDecimal tdsPercent, final BigDecimal currentTds, final BigDecimal tdsAmount, final String transferBranch,
|
||||
final String transferAmountAccountType, final String transferAccountNo, final Boolean commissionCalculation,
|
||||
final BigDecimal limit, final BigDecimal machineRent, final String agentSecurityBranch,
|
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final String agentSecurityAccountType, final String agentSecurityAccountNo, final BigDecimal commission,
|
||||
final BigDecimal otherCommission, final BigDecimal agentDeposit, final BigDecimal festivalAdvance,
|
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final BigDecimal otherDeduction, final Collection<AgentLimitData> limits, final Collection<AgentGuarantorData> guarantors) {
|
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this.id = id;
|
||||
this.clientId = clientId;
|
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this.clientName = clientName;
|
||||
this.agentCode = agentCode;
|
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this.agentNameId = agentNameId;
|
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this.agentAddress1 = agentAddress1;
|
||||
this.agentAddress2 = agentAddress2;
|
||||
this.agentCity = agentCity;
|
||||
this.agentPinCode = agentPinCode;
|
||||
this.agentTelephone = agentTelephone;
|
||||
this.agentSavingAccountType = agentSavingAccountType;
|
||||
this.agentSavingAccountNo = agentSavingAccountNo;
|
||||
this.agentOpeningDate = agentOpeningDate;
|
||||
this.agentBirthDate = agentBirthDate;
|
||||
this.agentCurrentBalance = agentCurrentBalance;
|
||||
this.agentOpeningBalance = agentOpeningBalance;
|
||||
this.homeBranch = homeBranch;
|
||||
this.savingBranch = savingBranch;
|
||||
this.tdsApplicable = tdsApplicable;
|
||||
this.tdsPercent = tdsPercent;
|
||||
this.currentTds = currentTds;
|
||||
this.tdsAmount = tdsAmount;
|
||||
this.transferBranch = transferBranch;
|
||||
this.transferAmountAccountType = transferAmountAccountType;
|
||||
this.transferAccountNo = transferAccountNo;
|
||||
this.commissionCalculation = commissionCalculation;
|
||||
this.limit = limit;
|
||||
this.machineRent = machineRent;
|
||||
this.agentSecurityBranch = agentSecurityBranch;
|
||||
this.agentSecurityAccountType = agentSecurityAccountType;
|
||||
this.agentSecurityAccountNo = agentSecurityAccountNo;
|
||||
this.commission = commission;
|
||||
this.otherCommission = otherCommission;
|
||||
this.agentDeposit = agentDeposit;
|
||||
this.festivalAdvance = festivalAdvance;
|
||||
this.otherDeduction = otherDeduction;
|
||||
this.limits = limits;
|
||||
this.guarantors = guarantors;
|
||||
}
|
||||
}
|
||||
-59
@@ -1,59 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import lombok.Getter;
|
||||
|
||||
/**
|
||||
* Immutable data object representing a single agent guarantor.
|
||||
*/
|
||||
@Getter
|
||||
public final class AgentGuarantorData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final Long clientId;
|
||||
private final String guarantorName;
|
||||
private final String address1;
|
||||
private final String address2;
|
||||
private final String city;
|
||||
private final String pinCode;
|
||||
private final String telephone;
|
||||
|
||||
public static AgentGuarantorData instance(final Long id, final Long clientId, final String guarantorName, final String address1,
|
||||
final String address2, final String city, final String pinCode, final String telephone) {
|
||||
return new AgentGuarantorData(id, clientId, guarantorName, address1, address2, city, pinCode, telephone);
|
||||
}
|
||||
|
||||
private AgentGuarantorData(final Long id, final Long clientId, final String guarantorName, final String address1,
|
||||
final String address2, final String city, final String pinCode, final String telephone) {
|
||||
this.id = id;
|
||||
this.clientId = clientId;
|
||||
this.guarantorName = guarantorName;
|
||||
this.address1 = address1;
|
||||
this.address2 = address2;
|
||||
this.city = city;
|
||||
this.pinCode = pinCode;
|
||||
this.telephone = telephone;
|
||||
}
|
||||
}
|
||||
-48
@@ -1,48 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import lombok.Getter;
|
||||
|
||||
@Getter
|
||||
public final class AgentLimitData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final LocalDate fromDate;
|
||||
private final LocalDate toDate;
|
||||
private final BigDecimal limit;
|
||||
|
||||
public static AgentLimitData instance(final Long id, final LocalDate fromDate, final LocalDate toDate, final BigDecimal limit) {
|
||||
return new AgentLimitData(id, fromDate, toDate, limit);
|
||||
}
|
||||
|
||||
private AgentLimitData(final Long id, final LocalDate fromDate, final LocalDate toDate, final BigDecimal limit) {
|
||||
this.id = id;
|
||||
this.fromDate = fromDate;
|
||||
this.toDate = toDate;
|
||||
this.limit = limit;
|
||||
}
|
||||
}
|
||||
@@ -1,440 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.domain;
|
||||
|
||||
import jakarta.persistence.CascadeType;
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.FetchType;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.OneToMany;
|
||||
import jakarta.persistence.OrderBy;
|
||||
import jakarta.persistence.Table;
|
||||
import jakarta.persistence.UniqueConstraint;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.Getter;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
import org.apache.fineract.portfolio.client.domain.Client;
|
||||
|
||||
/**
|
||||
* A DDS (Daily Deposit Scheme) collection agent. Can represent either a person or, at the top of the
|
||||
* hierarchy, the bank itself acting as its own agent. Holds its own settlement savings account and one
|
||||
* or more guarantors.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_agent", uniqueConstraints = { @UniqueConstraint(columnNames = { "agent_code" }, name = "agent_code_UNIQUE") })
|
||||
public class Agent extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "client_id", nullable = false)
|
||||
private Client client;
|
||||
|
||||
@Column(name = "agent_code", length = 20, nullable = false)
|
||||
private String agentCode;
|
||||
|
||||
@Column(name = "agent_name", length = 100, nullable = false)
|
||||
private String agentName;
|
||||
|
||||
@Column(name = "agent_address1", length = 200, nullable = false)
|
||||
private String agentAddress1;
|
||||
|
||||
@Column(name = "agent_address2", length = 200)
|
||||
private String agentAddress2;
|
||||
|
||||
@Column(name = "agent_city", length = 100, nullable = false)
|
||||
private String agentCity;
|
||||
|
||||
@Column(name = "agent_pincode", length = 20, nullable = false)
|
||||
private String agentPinCode;
|
||||
|
||||
@Column(name = "agent_telephone", length = 20)
|
||||
private String agentTelephone;
|
||||
|
||||
@Column(name = "agent_saving_account_type", length = 100, nullable = false)
|
||||
private String agentSavingAccountType;
|
||||
|
||||
@Column(name = "agent_saving_account_no", length = 50, nullable = false)
|
||||
private String agentSavingAccountNo;
|
||||
|
||||
@Column(name = "agent_opening_date", nullable = false)
|
||||
private LocalDate agentOpeningDate;
|
||||
|
||||
@Column(name = "agent_birth_date", nullable = false)
|
||||
private LocalDate agentBirthDate;
|
||||
|
||||
@Column(name = "agent_current_balance", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal agentCurrentBalance;
|
||||
|
||||
@Column(name = "agent_opening_balance", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal agentOpeningBalance;
|
||||
|
||||
// Fields below were merged in from SubAgent (2026-08-24) - the Agent itself now does the daily
|
||||
// collection work directly; SubAgent no longer exists as a separate tier. Ag.Level / Upper Ag.Level
|
||||
// / Collector (MLM) / CRPB Points / Level Update Date were dropped - they only ever meant anything
|
||||
// for a multi-level hierarchy, which no longer exists here.
|
||||
@Column(name = "home_branch", length = 100, nullable = false)
|
||||
private String homeBranch;
|
||||
|
||||
@Column(name = "saving_branch", length = 100, nullable = false)
|
||||
private String savingBranch;
|
||||
|
||||
@Column(name = "tds_applicable", nullable = false)
|
||||
private boolean tdsApplicable;
|
||||
|
||||
@Column(name = "tds_percent", scale = 6, precision = 19)
|
||||
private BigDecimal tdsPercent;
|
||||
|
||||
@Column(name = "current_tds", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal currentTds;
|
||||
|
||||
@Column(name = "tds_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal tdsAmount;
|
||||
|
||||
@Column(name = "transfer_branch", length = 100)
|
||||
private String transferBranch;
|
||||
|
||||
@Column(name = "transfer_amount_account_type", length = 100)
|
||||
private String transferAmountAccountType;
|
||||
|
||||
@Column(name = "transfer_account_no", length = 50)
|
||||
private String transferAccountNo;
|
||||
|
||||
@Column(name = "collector_commission_calculation", nullable = false)
|
||||
private boolean commissionCalculation;
|
||||
|
||||
@Column(name = "collector_limit_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal limitAmount;
|
||||
|
||||
@Column(name = "machine_rent", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal machineRent;
|
||||
|
||||
@Column(name = "agent_security_branch", length = 100)
|
||||
private String agentSecurityBranch;
|
||||
|
||||
@Column(name = "agent_security_account_type", length = 100)
|
||||
private String agentSecurityAccountType;
|
||||
|
||||
@Column(name = "agent_security_account_no", length = 50)
|
||||
private String agentSecurityAccountNo;
|
||||
|
||||
@Column(name = "commission", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal commission;
|
||||
|
||||
@Column(name = "other_commission", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal otherCommission;
|
||||
|
||||
@Column(name = "agent_deposit", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal agentDeposit;
|
||||
|
||||
@Column(name = "festival_advance", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal festivalAdvance;
|
||||
|
||||
@Column(name = "other_deduction", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal otherDeduction;
|
||||
|
||||
@Column(name = "last_commission_date")
|
||||
private LocalDate lastCommissionDate;
|
||||
|
||||
@OneToMany(mappedBy = "agent", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
|
||||
@OrderBy("id")
|
||||
private List<AgentGuarantor> guarantors = new ArrayList<>();
|
||||
|
||||
@OneToMany(mappedBy = "agent", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
|
||||
@OrderBy("id")
|
||||
private List<AgentLimit> limits = new ArrayList<>();
|
||||
|
||||
protected Agent() {
|
||||
//
|
||||
}
|
||||
|
||||
private Agent(final Client client, final String agentCode, final String agentName, final String agentAddress1,
|
||||
final String agentAddress2, final String agentCity, final String agentPinCode, final String agentTelephone,
|
||||
final String agentSavingAccountType, final String agentSavingAccountNo, final LocalDate agentOpeningDate,
|
||||
final LocalDate agentBirthDate, final BigDecimal agentOpeningBalance, final JsonCommand command) {
|
||||
this.client = client;
|
||||
this.agentCode = agentCode;
|
||||
this.agentName = agentName;
|
||||
this.agentAddress1 = agentAddress1;
|
||||
this.agentAddress2 = StringUtils.defaultIfEmpty(agentAddress2, null);
|
||||
this.agentCity = agentCity;
|
||||
this.agentPinCode = agentPinCode;
|
||||
this.agentTelephone = StringUtils.defaultIfEmpty(agentTelephone, null);
|
||||
this.agentSavingAccountType = agentSavingAccountType;
|
||||
this.agentSavingAccountNo = agentSavingAccountNo;
|
||||
this.agentOpeningDate = agentOpeningDate;
|
||||
this.agentBirthDate = agentBirthDate;
|
||||
this.agentOpeningBalance = agentOpeningBalance == null ? BigDecimal.ZERO : agentOpeningBalance;
|
||||
this.agentCurrentBalance = this.agentOpeningBalance;
|
||||
|
||||
this.homeBranch = command.stringValueOfParameterNamed("homeBranch");
|
||||
this.savingBranch = command.stringValueOfParameterNamed("savingBranch");
|
||||
this.tdsApplicable = command.booleanPrimitiveValueOfParameterNamed("tdsApplicable");
|
||||
this.tdsPercent = command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("tdsPercent");
|
||||
this.currentTds = BigDecimal.ZERO;
|
||||
this.tdsAmount = BigDecimal.ZERO;
|
||||
this.transferBranch = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("transferBranch"), null);
|
||||
this.transferAmountAccountType = StringUtils
|
||||
.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("transferAmountAccountType"), null);
|
||||
this.transferAccountNo = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("transferAccountNo"), null);
|
||||
this.commissionCalculation = command.booleanPrimitiveValueOfParameterNamed("commissionCalculation");
|
||||
this.limitAmount = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("limit"));
|
||||
this.machineRent = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("machineRent"));
|
||||
this.agentSecurityBranch = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("agentSecurityBranch"),
|
||||
null);
|
||||
this.agentSecurityAccountType = StringUtils
|
||||
.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("agentSecurityAccountType"), null);
|
||||
this.agentSecurityAccountNo = StringUtils.defaultIfEmpty(command.stringValueOfParameterNamedAllowingNull("agentSecurityAccountNo"),
|
||||
null);
|
||||
this.commission = BigDecimal.ZERO;
|
||||
this.otherCommission = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("otherCommission"));
|
||||
this.agentDeposit = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("agentDeposit"));
|
||||
this.festivalAdvance = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("festivalAdvance"));
|
||||
this.otherDeduction = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("otherDeduction"));
|
||||
}
|
||||
|
||||
public static Agent fromJson(final Client client, final String agentCode, final JsonCommand command) {
|
||||
final String agentName = command.stringValueOfParameterNamed("agentNameId");
|
||||
final String agentAddress1 = command.stringValueOfParameterNamed("agentAddress1");
|
||||
final String agentAddress2 = command.stringValueOfParameterNamedAllowingNull("agentAddress2");
|
||||
final String agentCity = command.stringValueOfParameterNamed("agentCity");
|
||||
final String agentPinCode = command.stringValueOfParameterNamed("agentPinCode");
|
||||
final String agentTelephone = command.stringValueOfParameterNamedAllowingNull("agentTelephone");
|
||||
final String agentSavingAccountType = command.stringValueOfParameterNamed("agentSavingAccountType");
|
||||
final String agentSavingAccountNo = command.stringValueOfParameterNamed("agentSavingAccountNo");
|
||||
final LocalDate agentOpeningDate = command.localDateValueOfParameterNamed("agentOpeningDate");
|
||||
final LocalDate agentBirthDate = command.localDateValueOfParameterNamed("agentBirthDate");
|
||||
final BigDecimal agentOpeningBalance = command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("agentOpeningBalance");
|
||||
|
||||
return new Agent(client, agentCode, agentName, agentAddress1, agentAddress2, agentCity, agentPinCode, agentTelephone,
|
||||
agentSavingAccountType, agentSavingAccountNo, agentOpeningDate, agentBirthDate, agentOpeningBalance, command);
|
||||
}
|
||||
|
||||
private static BigDecimal orZero(final BigDecimal value) {
|
||||
return value == null ? BigDecimal.ZERO : value;
|
||||
}
|
||||
|
||||
public void addGuarantor(final AgentGuarantor guarantor) {
|
||||
guarantor.setAgent(this);
|
||||
this.guarantors.add(guarantor);
|
||||
}
|
||||
|
||||
public void resetGuarantors() {
|
||||
this.guarantors.clear();
|
||||
}
|
||||
|
||||
public void addLimit(final AgentLimit limit) {
|
||||
limit.setAgent(this);
|
||||
this.limits.add(limit);
|
||||
}
|
||||
|
||||
public void resetLimits() {
|
||||
this.limits.clear();
|
||||
}
|
||||
|
||||
/**
|
||||
* Adds a Commission Posting's amount to this agent's running commission total and stamps the date
|
||||
* commission was last calculated through, so the next Commission Calculation batch only covers
|
||||
* collections since then.
|
||||
*/
|
||||
public void postCommission(final BigDecimal amount, final LocalDate throughDate) {
|
||||
this.commission = this.commission.add(amount);
|
||||
this.lastCommissionDate = throughDate;
|
||||
}
|
||||
|
||||
/**
|
||||
* Cash this agent has collected from parties but not yet handed over to a branch (an Agent Tran
|
||||
* settlement). Raised by a Party Tran collection, lowered by an Agent Tran settlement - this is the
|
||||
* figure an Agent's collection limit is enforced against.
|
||||
*/
|
||||
public BigDecimal credit(final BigDecimal amount) {
|
||||
this.agentCurrentBalance = this.agentCurrentBalance.add(amount);
|
||||
return this.agentCurrentBalance;
|
||||
}
|
||||
|
||||
public BigDecimal settle(final BigDecimal amount) {
|
||||
this.agentCurrentBalance = this.agentCurrentBalance.subtract(amount);
|
||||
return this.agentCurrentBalance;
|
||||
}
|
||||
|
||||
public void changeClient(final Client newClient) {
|
||||
this.client = newClient;
|
||||
}
|
||||
|
||||
public Long clientId() {
|
||||
return this.client.getId();
|
||||
}
|
||||
|
||||
public Map<String, Object> update(final JsonCommand command) {
|
||||
|
||||
final Map<String, Object> actualChanges = new LinkedHashMap<>(10);
|
||||
|
||||
if (command.isChangeInLongParameterNamed("clientId", this.client.getId())) {
|
||||
actualChanges.put("clientId", command.longValueOfParameterNamed("clientId"));
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentNameId", this.agentName)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentNameId");
|
||||
actualChanges.put("agentNameId", newValue);
|
||||
this.agentName = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentAddress1", this.agentAddress1)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentAddress1");
|
||||
actualChanges.put("agentAddress1", newValue);
|
||||
this.agentAddress1 = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentAddress2", this.agentAddress2)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentAddress2");
|
||||
actualChanges.put("agentAddress2", newValue);
|
||||
this.agentAddress2 = StringUtils.defaultIfEmpty(newValue, null);
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentCity", this.agentCity)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentCity");
|
||||
actualChanges.put("agentCity", newValue);
|
||||
this.agentCity = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentPinCode", this.agentPinCode)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentPinCode");
|
||||
actualChanges.put("agentPinCode", newValue);
|
||||
this.agentPinCode = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentTelephone", this.agentTelephone)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentTelephone");
|
||||
actualChanges.put("agentTelephone", newValue);
|
||||
this.agentTelephone = StringUtils.defaultIfEmpty(newValue, null);
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentSavingAccountType", this.agentSavingAccountType)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentSavingAccountType");
|
||||
actualChanges.put("agentSavingAccountType", newValue);
|
||||
this.agentSavingAccountType = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInStringParameterNamed("agentSavingAccountNo", this.agentSavingAccountNo)) {
|
||||
final String newValue = command.stringValueOfParameterNamed("agentSavingAccountNo");
|
||||
actualChanges.put("agentSavingAccountNo", newValue);
|
||||
this.agentSavingAccountNo = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInDateParameterNamed("agentOpeningDate", this.agentOpeningDate)) {
|
||||
actualChanges.put("agentOpeningDate", command.stringValueOfParameterNamed("agentOpeningDate"));
|
||||
this.agentOpeningDate = command.localDateValueOfParameterNamed("agentOpeningDate");
|
||||
}
|
||||
|
||||
if (command.isChangeInDateParameterNamed("agentBirthDate", this.agentBirthDate)) {
|
||||
actualChanges.put("agentBirthDate", command.stringValueOfParameterNamed("agentBirthDate"));
|
||||
this.agentBirthDate = command.localDateValueOfParameterNamed("agentBirthDate");
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "homeBranch", this.homeBranch, v -> this.homeBranch = v);
|
||||
stringChange(command, actualChanges, "savingBranch", this.savingBranch, v -> this.savingBranch = v);
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("tdsApplicable", this.tdsApplicable)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("tdsApplicable");
|
||||
actualChanges.put("tdsApplicable", newValue);
|
||||
this.tdsApplicable = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("tdsPercent", this.tdsPercent)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("tdsPercent");
|
||||
actualChanges.put("tdsPercent", newValue);
|
||||
this.tdsPercent = newValue;
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "transferBranch", this.transferBranch,
|
||||
v -> this.transferBranch = StringUtils.defaultIfEmpty(v, null));
|
||||
stringChange(command, actualChanges, "transferAmountAccountType", this.transferAmountAccountType,
|
||||
v -> this.transferAmountAccountType = StringUtils.defaultIfEmpty(v, null));
|
||||
stringChange(command, actualChanges, "transferAccountNo", this.transferAccountNo,
|
||||
v -> this.transferAccountNo = StringUtils.defaultIfEmpty(v, null));
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("commissionCalculation", this.commissionCalculation)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("commissionCalculation");
|
||||
actualChanges.put("commissionCalculation", newValue);
|
||||
this.commissionCalculation = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("limit", this.limitAmount)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("limit");
|
||||
actualChanges.put("limit", newValue);
|
||||
this.limitAmount = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("machineRent", this.machineRent)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("machineRent");
|
||||
actualChanges.put("machineRent", newValue);
|
||||
this.machineRent = newValue;
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "agentSecurityBranch", this.agentSecurityBranch,
|
||||
v -> this.agentSecurityBranch = StringUtils.defaultIfEmpty(v, null));
|
||||
stringChange(command, actualChanges, "agentSecurityAccountType", this.agentSecurityAccountType,
|
||||
v -> this.agentSecurityAccountType = StringUtils.defaultIfEmpty(v, null));
|
||||
stringChange(command, actualChanges, "agentSecurityAccountNo", this.agentSecurityAccountNo,
|
||||
v -> this.agentSecurityAccountNo = StringUtils.defaultIfEmpty(v, null));
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("otherCommission", this.otherCommission)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("otherCommission");
|
||||
actualChanges.put("otherCommission", newValue);
|
||||
this.otherCommission = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("agentDeposit", this.agentDeposit)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("agentDeposit");
|
||||
actualChanges.put("agentDeposit", newValue);
|
||||
this.agentDeposit = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("festivalAdvance", this.festivalAdvance)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("festivalAdvance");
|
||||
actualChanges.put("festivalAdvance", newValue);
|
||||
this.festivalAdvance = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("otherDeduction", this.otherDeduction)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("otherDeduction");
|
||||
actualChanges.put("otherDeduction", newValue);
|
||||
this.otherDeduction = newValue;
|
||||
}
|
||||
|
||||
return actualChanges;
|
||||
}
|
||||
|
||||
private void stringChange(final JsonCommand command, final Map<String, Object> actualChanges, final String paramName,
|
||||
final String existingValue, final java.util.function.Consumer<String> setter) {
|
||||
if (command.isChangeInStringParameterNamed(paramName, existingValue)) {
|
||||
final String newValue = command.stringValueOfParameterNamed(paramName);
|
||||
actualChanges.put(paramName, newValue);
|
||||
setter.accept(newValue);
|
||||
}
|
||||
}
|
||||
}
|
||||
-83
@@ -1,83 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.domain;
|
||||
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.Table;
|
||||
import lombok.Getter;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
|
||||
/**
|
||||
* A single guarantor recorded against an {@link Agent} (or, reused with the same shape, against a
|
||||
* SubAgent). Always created/replaced as part of its parent agent's own create/update command - it has
|
||||
* no independent API of its own.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_agent_guarantor")
|
||||
public class AgentGuarantor extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "agent_id", nullable = false)
|
||||
private Agent agent;
|
||||
|
||||
@Column(name = "client_id", nullable = false)
|
||||
private Long clientId;
|
||||
|
||||
@Column(name = "guarantor_name", length = 100, nullable = false)
|
||||
private String guarantorName;
|
||||
|
||||
@Column(name = "address1", length = 200, nullable = false)
|
||||
private String address1;
|
||||
|
||||
@Column(name = "address2", length = 200)
|
||||
private String address2;
|
||||
|
||||
@Column(name = "city", length = 100, nullable = false)
|
||||
private String city;
|
||||
|
||||
@Column(name = "pin_code", length = 20, nullable = false)
|
||||
private String pinCode;
|
||||
|
||||
@Column(name = "telephone", length = 20)
|
||||
private String telephone;
|
||||
|
||||
protected AgentGuarantor() {
|
||||
//
|
||||
}
|
||||
|
||||
public AgentGuarantor(final Long clientId, final String guarantorName, final String address1, final String address2,
|
||||
final String city, final String pinCode, final String telephone) {
|
||||
this.clientId = clientId;
|
||||
this.guarantorName = guarantorName;
|
||||
this.address1 = address1;
|
||||
this.address2 = StringUtils.defaultIfEmpty(address2, null);
|
||||
this.city = city;
|
||||
this.pinCode = pinCode;
|
||||
this.telephone = StringUtils.defaultIfEmpty(telephone, null);
|
||||
}
|
||||
|
||||
void setAgent(final Agent agent) {
|
||||
this.agent = agent;
|
||||
}
|
||||
}
|
||||
-66
@@ -1,66 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.domain;
|
||||
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.Table;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import lombok.Getter;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
|
||||
/**
|
||||
* One row of an Agent's time-bound collection-limit history (From Date / To Date / Limit) - an
|
||||
* Agent's authorized collection limit can change over time and every change is kept, not overwritten.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_agent_limit")
|
||||
public class AgentLimit extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "agent_id", nullable = false)
|
||||
private Agent agent;
|
||||
|
||||
@Column(name = "from_date", nullable = false)
|
||||
private LocalDate fromDate;
|
||||
|
||||
@Column(name = "to_date", nullable = false)
|
||||
private LocalDate toDate;
|
||||
|
||||
@Column(name = "limit_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal limitAmount;
|
||||
|
||||
protected AgentLimit() {
|
||||
//
|
||||
}
|
||||
|
||||
public AgentLimit(final LocalDate fromDate, final LocalDate toDate, final BigDecimal limitAmount) {
|
||||
this.fromDate = fromDate;
|
||||
this.toDate = toDate;
|
||||
this.limitAmount = limitAmount;
|
||||
}
|
||||
|
||||
void setAgent(final Agent agent) {
|
||||
this.agent = agent;
|
||||
}
|
||||
}
|
||||
-40
@@ -1,40 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
|
||||
/**
|
||||
* A {@link RuntimeException} thrown when a DDS agent resource is not found.
|
||||
*/
|
||||
public class AgentNotFoundException extends AbstractPlatformResourceNotFoundException {
|
||||
|
||||
public AgentNotFoundException(final Long id) {
|
||||
super("error.msg.agent.id.invalid", "Agent with identifier " + id + " does not exist", id);
|
||||
}
|
||||
|
||||
public AgentNotFoundException(final Long id, final EmptyResultDataAccessException e) {
|
||||
super("error.msg.agent.id.invalid", "Agent with identifier " + id + " does not exist", id, e);
|
||||
}
|
||||
|
||||
public AgentNotFoundException(final String agentCode) {
|
||||
super("error.msg.agent.code.invalid", "Agent with code " + agentCode + " does not exist", agentCode);
|
||||
}
|
||||
}
|
||||
-39
@@ -1,39 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.math.BigDecimal;
|
||||
import lombok.Builder;
|
||||
import lombok.Getter;
|
||||
|
||||
@Getter
|
||||
@Builder
|
||||
public final class CommissionSlabData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final String slabType;
|
||||
private final BigDecimal slabFrom;
|
||||
private final BigDecimal slabTo;
|
||||
private final BigDecimal commissionPercent;
|
||||
}
|
||||
-61
@@ -1,61 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.domain;
|
||||
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.Table;
|
||||
import java.math.BigDecimal;
|
||||
import lombok.Getter;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
|
||||
/**
|
||||
* One row of the agent commission chart: an ACCOUNT slab (commission percentage on collection
|
||||
* volume) or a COMMISSION slab (the override a senior agent earns on a sub-agent's commission).
|
||||
* Append-only reference data, like the legacy screen it replaces - there is deliberately no update or
|
||||
* delete API; a superseded slab range is retired by adding a new row, not editing history.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_commission_slab")
|
||||
public class CommissionSlab extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@Column(name = "slab_type", length = 20, nullable = false)
|
||||
private String slabType;
|
||||
|
||||
@Column(name = "slab_from", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal slabFrom;
|
||||
|
||||
@Column(name = "slab_to", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal slabTo;
|
||||
|
||||
@Column(name = "commission_percent", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal commissionPercent;
|
||||
|
||||
protected CommissionSlab() {
|
||||
//
|
||||
}
|
||||
|
||||
public CommissionSlab(final String slabType, final BigDecimal slabFrom, final BigDecimal slabTo, final BigDecimal commissionPercent) {
|
||||
this.slabType = slabType;
|
||||
this.slabFrom = slabFrom;
|
||||
this.slabTo = slabTo;
|
||||
this.commissionPercent = commissionPercent;
|
||||
}
|
||||
}
|
||||
+16
-1
@@ -72,11 +72,26 @@ public class SavingsAccountSummaryData {
|
||||
// differentiate deposit accounts Savings, FD and RD accounts
|
||||
private final EnumOptionData depositType;
|
||||
|
||||
/**
|
||||
* For a Fixed Deposit, the stable customer-facing FD number: the account number of the first account in the renewal
|
||||
* chain, which stays the same across every renewal even though each term is its own account row. Equals accountNo
|
||||
* for an FD that has never been renewed, and is null for non-deposit accounts.
|
||||
*/
|
||||
private final String fdAccountNumber;
|
||||
/**
|
||||
* Which renewal cycle of that FD this row is: 0 for the originally opened account, 1 for the first renewal, and so
|
||||
* on. Lets a client's account list collapse a renewal chain into one FD instead of listing each term separately.
|
||||
*/
|
||||
private final Integer renewalCycleNo;
|
||||
|
||||
public SavingsAccountSummaryData(final Long id, final String accountNo, final String externalId, final Long productId,
|
||||
final String productName, final String shortProductName, final SavingsAccountStatusEnumData status, final CurrencyData currency,
|
||||
final BigDecimal accountBalance, final BigDecimal onHoldFunds, final BigDecimal savingsAmountOnHold,
|
||||
final BigDecimal availableBalance, final EnumOptionData accountType, final SavingsAccountApplicationTimelineData timeline,
|
||||
final EnumOptionData depositType, final SavingsAccountSubStatusEnumData subStatus, final LocalDate lastActiveTransactionDate) {
|
||||
final EnumOptionData depositType, final SavingsAccountSubStatusEnumData subStatus, final LocalDate lastActiveTransactionDate,
|
||||
final String fdAccountNumber, final Integer renewalCycleNo) {
|
||||
this.fdAccountNumber = fdAccountNumber;
|
||||
this.renewalCycleNo = renewalCycleNo;
|
||||
this.id = id;
|
||||
this.accountNo = accountNo;
|
||||
this.externalId = externalId;
|
||||
|
||||
-50
@@ -1,50 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.Collection;
|
||||
import lombok.Builder;
|
||||
import lombok.Getter;
|
||||
|
||||
@Getter
|
||||
@Builder(toBuilder = true)
|
||||
public final class BatchRunData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final String jobType;
|
||||
private final String branchScope;
|
||||
private final LocalDate jobDate;
|
||||
private final Long agentFrom;
|
||||
private final Long agentTo;
|
||||
private final Long partyFrom;
|
||||
private final Long partyTo;
|
||||
private final String status;
|
||||
private final Integer totalRows;
|
||||
private final BigDecimal totalAmount;
|
||||
private final LocalDate generatedOnDate;
|
||||
private final LocalDate postedOnDate;
|
||||
private final Collection<BatchRunRowData> rows;
|
||||
}
|
||||
-41
@@ -1,41 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.math.BigDecimal;
|
||||
import lombok.Builder;
|
||||
import lombok.Getter;
|
||||
|
||||
@Getter
|
||||
@Builder
|
||||
public final class BatchRunRowData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final Long partyId;
|
||||
private final String partyCode;
|
||||
private final String partyName;
|
||||
private final Long agentId;
|
||||
private final String agentCode;
|
||||
private final BigDecimal amount;
|
||||
}
|
||||
-122
@@ -1,122 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.domain;
|
||||
|
||||
import jakarta.persistence.CascadeType;
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.FetchType;
|
||||
import jakarta.persistence.OneToMany;
|
||||
import jakarta.persistence.OrderBy;
|
||||
import jakarta.persistence.Table;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.ArrayList;
|
||||
import java.util.List;
|
||||
import lombok.Getter;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
|
||||
/**
|
||||
* One Calculate-then-Post batch run - the deliberate two-step control from the legacy Interest Part
|
||||
* menu (Interest Calculation -> Interest Posting, OD Interest Calculation -> OD Interest Posting,
|
||||
* Commission Calculation -> Commission Posting): a run is generated (rows computed and saved as a
|
||||
* preview, nothing else changes), then posted (a separate, explicit step that applies exactly the
|
||||
* rows that were previewed - never a fresh recalculation, so what gets applied is always what was
|
||||
* seen).
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_batch_run")
|
||||
public class BatchRun extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@Column(name = "job_type", length = 40, nullable = false)
|
||||
private String jobType;
|
||||
|
||||
@Column(name = "branch_scope", length = 20, nullable = false)
|
||||
private String branchScope;
|
||||
|
||||
@Column(name = "job_date", nullable = false)
|
||||
private LocalDate jobDate;
|
||||
|
||||
@Column(name = "agent_from", nullable = false)
|
||||
private Long agentFrom;
|
||||
|
||||
@Column(name = "agent_to", nullable = false)
|
||||
private Long agentTo;
|
||||
|
||||
@Column(name = "party_from")
|
||||
private Long partyFrom;
|
||||
|
||||
@Column(name = "party_to")
|
||||
private Long partyTo;
|
||||
|
||||
@Column(name = "status", length = 20, nullable = false)
|
||||
private String status;
|
||||
|
||||
@Column(name = "total_rows", nullable = false)
|
||||
private Integer totalRows;
|
||||
|
||||
@Column(name = "total_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal totalAmount;
|
||||
|
||||
@Column(name = "generated_on_date", nullable = false)
|
||||
private LocalDate generatedOnDate;
|
||||
|
||||
@Column(name = "posted_on_date")
|
||||
private LocalDate postedOnDate;
|
||||
|
||||
@OneToMany(mappedBy = "batchRun", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
|
||||
@OrderBy("id")
|
||||
private List<BatchRunRow> rows = new ArrayList<>();
|
||||
|
||||
protected BatchRun() {
|
||||
//
|
||||
}
|
||||
|
||||
public BatchRun(final String jobType, final String branchScope, final LocalDate jobDate, final Long agentFrom,
|
||||
final Long agentTo, final Long partyFrom, final Long partyTo, final LocalDate generatedOnDate) {
|
||||
this.jobType = jobType;
|
||||
this.branchScope = branchScope;
|
||||
this.jobDate = jobDate;
|
||||
this.agentFrom = agentFrom;
|
||||
this.agentTo = agentTo;
|
||||
this.partyFrom = partyFrom;
|
||||
this.partyTo = partyTo;
|
||||
this.status = "CALCULATED";
|
||||
this.totalRows = 0;
|
||||
this.totalAmount = BigDecimal.ZERO;
|
||||
this.generatedOnDate = generatedOnDate;
|
||||
}
|
||||
|
||||
public void addRow(final BatchRunRow row) {
|
||||
row.setBatchRun(this);
|
||||
this.rows.add(row);
|
||||
this.totalRows = this.rows.size();
|
||||
this.totalAmount = this.totalAmount.add(row.getAmount());
|
||||
}
|
||||
|
||||
public boolean isPosted() {
|
||||
return "POSTED".equals(this.status);
|
||||
}
|
||||
|
||||
public void markPosted(final LocalDate postedOnDate) {
|
||||
this.status = "POSTED";
|
||||
this.postedOnDate = postedOnDate;
|
||||
}
|
||||
}
|
||||
-65
@@ -1,65 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.domain;
|
||||
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.Table;
|
||||
import java.math.BigDecimal;
|
||||
import lombok.Getter;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
|
||||
/**
|
||||
* One previewed/posted line of a {@link BatchRun}: for an interest job, one Party's accrued interest;
|
||||
* for a commission job, one Agent's commission on their collected volume (partyId is null there).
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_batch_run_row")
|
||||
public class BatchRunRow extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "batch_run_id", nullable = false)
|
||||
private BatchRun batchRun;
|
||||
|
||||
@Column(name = "party_id")
|
||||
private Long partyId;
|
||||
|
||||
@Column(name = "agent_id", nullable = false)
|
||||
private Long agentId;
|
||||
|
||||
@Column(name = "amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal amount;
|
||||
|
||||
protected BatchRunRow() {
|
||||
//
|
||||
}
|
||||
|
||||
public BatchRunRow(final Long partyId, final Long agentId, final BigDecimal amount) {
|
||||
this.partyId = partyId;
|
||||
this.agentId = agentId;
|
||||
this.amount = amount;
|
||||
}
|
||||
|
||||
void setBatchRun(final BatchRun batchRun) {
|
||||
this.batchRun = batchRun;
|
||||
}
|
||||
}
|
||||
-32
@@ -1,32 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
|
||||
|
||||
/**
|
||||
* Thrown when Post is attempted on a batch run that has already been posted - a run applies once,
|
||||
* matching the calculate-then-post safety control (never re-post the same preview).
|
||||
*/
|
||||
public class BatchRunAlreadyPostedException extends AbstractPlatformDomainRuleException {
|
||||
|
||||
public BatchRunAlreadyPostedException(final Long batchRunId) {
|
||||
super("error.msg.ddsbatchrun.already.posted", "DDS batch run " + batchRunId + " has already been posted", batchRunId);
|
||||
}
|
||||
}
|
||||
-28
@@ -1,28 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
|
||||
|
||||
public class BatchRunNotFoundException extends AbstractPlatformResourceNotFoundException {
|
||||
|
||||
public BatchRunNotFoundException(final Long id) {
|
||||
super("error.msg.ddsbatchrun.id.invalid", "DDS batch run with identifier " + id + " does not exist", id);
|
||||
}
|
||||
}
|
||||
-107
@@ -1,107 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.Collection;
|
||||
import lombok.Builder;
|
||||
import lombok.Getter;
|
||||
|
||||
/**
|
||||
* Immutable data object representing a DDS Party (customer scheme account), including its nominees.
|
||||
* Built via the Lombok builder rather than a long positional constructor - the field count here makes
|
||||
* positional args unreadable and error-prone to keep in sync.
|
||||
*/
|
||||
@Getter
|
||||
@Builder(toBuilder = true)
|
||||
public final class PartyData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final Long clientId;
|
||||
private final String clientName;
|
||||
private final Long agentId;
|
||||
private final String agentCode;
|
||||
private final String agentName;
|
||||
private final Long savingsAccountId;
|
||||
private final String subType;
|
||||
private final String partyCode;
|
||||
private final String lastAccount;
|
||||
private final Boolean nominal;
|
||||
private final String aadharNo;
|
||||
private final String partyName;
|
||||
private final String partyName1;
|
||||
private final String address1;
|
||||
private final String address2;
|
||||
private final String address3;
|
||||
private final String city;
|
||||
private final String pincode;
|
||||
private final String gender;
|
||||
private final String panCardNo;
|
||||
private final String telephone;
|
||||
private final String mobileNoSms;
|
||||
private final String operation;
|
||||
private final LocalDate birthDate;
|
||||
private final String occupation;
|
||||
private final String risk;
|
||||
private final String ckycId;
|
||||
private final String adultMinor;
|
||||
private final LocalDate minorDate;
|
||||
private final Long guardianClientId;
|
||||
private final String minAccountOpt;
|
||||
private final String relation;
|
||||
private final LocalDate openingDate;
|
||||
private final Integer month;
|
||||
private final LocalDate maturityDate;
|
||||
private final LocalDate reopenDate;
|
||||
private final BigDecimal depositAmount;
|
||||
private final BigDecimal dailyDepositAmount;
|
||||
private final Integer days;
|
||||
private final String ledgerNo;
|
||||
private final BigDecimal maturityAmount;
|
||||
private final BigDecimal interestRate;
|
||||
private final String withdrawType;
|
||||
private final Boolean od1Flag;
|
||||
private final Boolean od2Flag;
|
||||
private final Boolean lien;
|
||||
private final LocalDate payDate;
|
||||
private final BigDecimal paymentAmount;
|
||||
private final BigDecimal currentBalance;
|
||||
private final BigDecimal openingBalance;
|
||||
private final Boolean isSmsActive;
|
||||
private final Boolean isEmailActive;
|
||||
private final BigDecimal interestCalc;
|
||||
private final LocalDate interestDate;
|
||||
private final String spDescription;
|
||||
private final String freezeCode;
|
||||
private final String advCode;
|
||||
private final String creditToBranch;
|
||||
private final String creditToAccountType;
|
||||
private final String creditToAccount;
|
||||
private final Boolean nomineeApplicable;
|
||||
private final String nomineeSplitMode;
|
||||
private final String status;
|
||||
private final LocalDate closeDate;
|
||||
private final Collection<PartyNomineeData> nominees;
|
||||
}
|
||||
-59
@@ -1,59 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.time.LocalDate;
|
||||
import lombok.Getter;
|
||||
|
||||
@Getter
|
||||
public final class PartyNomineeData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final LocalDate nominationDate;
|
||||
private final String name;
|
||||
private final String mobileNo;
|
||||
private final LocalDate birthDate;
|
||||
private final Boolean minor;
|
||||
private final String relation;
|
||||
private final String gender;
|
||||
private final String guardianName;
|
||||
|
||||
public static PartyNomineeData instance(final Long id, final LocalDate nominationDate, final String name, final String mobileNo,
|
||||
final LocalDate birthDate, final Boolean minor, final String relation, final String gender, final String guardianName) {
|
||||
return new PartyNomineeData(id, nominationDate, name, mobileNo, birthDate, minor, relation, gender, guardianName);
|
||||
}
|
||||
|
||||
private PartyNomineeData(final Long id, final LocalDate nominationDate, final String name, final String mobileNo,
|
||||
final LocalDate birthDate, final Boolean minor, final String relation, final String gender, final String guardianName) {
|
||||
this.id = id;
|
||||
this.nominationDate = nominationDate;
|
||||
this.name = name;
|
||||
this.mobileNo = mobileNo;
|
||||
this.birthDate = birthDate;
|
||||
this.minor = minor;
|
||||
this.relation = relation;
|
||||
this.gender = gender;
|
||||
this.guardianName = guardianName;
|
||||
}
|
||||
}
|
||||
-569
@@ -1,569 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.domain;
|
||||
|
||||
import jakarta.persistence.CascadeType;
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.FetchType;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.OneToMany;
|
||||
import jakarta.persistence.OrderBy;
|
||||
import jakarta.persistence.Table;
|
||||
import jakarta.persistence.UniqueConstraint;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import java.util.function.Consumer;
|
||||
import lombok.Getter;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
import org.apache.fineract.organisation.agent.domain.Agent;
|
||||
import org.apache.fineract.portfolio.client.domain.Client;
|
||||
|
||||
/**
|
||||
* A DDS Party - the customer's daily-deposit scheme account, linked to the Agent who collects for it.
|
||||
* Carries the scheme's KYC, terms and two-stage overdue flags, plus a nominee list.
|
||||
*
|
||||
* The underlying RD (recurring deposit) account this scheme conceptually reuses is not wired up yet -
|
||||
* {@code savingsAccountId} is a nullable placeholder for that future linkage (see the DDS architecture
|
||||
* decision to reuse the RD engine for the deposit half). Until then the scheme/balance fields below
|
||||
* are this record's own, not mirrored from any m_savings_account row.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_party", uniqueConstraints = { @UniqueConstraint(columnNames = { "party_code" }, name = "party_code_UNIQUE") })
|
||||
public class Party extends AbstractPersistableCustom<Long> {
|
||||
|
||||
/** DDS accounts carry a flat interest rate unless the officer explicitly overrides it at creation. */
|
||||
private static final BigDecimal DEFAULT_INTEREST_RATE = new BigDecimal("2");
|
||||
|
||||
public static final String STATUS_ACTIVE = "ACTIVE";
|
||||
public static final String STATUS_CLOSED = "CLOSED";
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "client_id", nullable = false)
|
||||
private Client client;
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "agent_id", nullable = false)
|
||||
private Agent agent;
|
||||
|
||||
@Column(name = "savings_account_id")
|
||||
private Long savingsAccountId;
|
||||
|
||||
@Column(name = "sub_type", length = 60, nullable = false)
|
||||
private String subType;
|
||||
|
||||
@Column(name = "party_code", length = 20, nullable = false)
|
||||
private String partyCode;
|
||||
|
||||
@Column(name = "last_account", length = 50)
|
||||
private String lastAccount;
|
||||
|
||||
@Column(name = "nominal", nullable = false)
|
||||
private boolean nominal;
|
||||
|
||||
@Column(name = "aadhar_no", length = 20)
|
||||
private String aadharNo;
|
||||
|
||||
@Column(name = "party_name", length = 100, nullable = false)
|
||||
private String partyName;
|
||||
|
||||
@Column(name = "party_name1", length = 100)
|
||||
private String partyName1;
|
||||
|
||||
@Column(name = "address1", length = 200, nullable = false)
|
||||
private String address1;
|
||||
|
||||
@Column(name = "address2", length = 200)
|
||||
private String address2;
|
||||
|
||||
@Column(name = "address3", length = 200)
|
||||
private String address3;
|
||||
|
||||
@Column(name = "city", length = 100, nullable = false)
|
||||
private String city;
|
||||
|
||||
@Column(name = "pincode", length = 20, nullable = false)
|
||||
private String pincode;
|
||||
|
||||
@Column(name = "gender", length = 20)
|
||||
private String gender;
|
||||
|
||||
@Column(name = "pan_card_no", length = 20)
|
||||
private String panCardNo;
|
||||
|
||||
@Column(name = "telephone", length = 20)
|
||||
private String telephone;
|
||||
|
||||
@Column(name = "mobile_no_sms", length = 20, nullable = false)
|
||||
private String mobileNoSms;
|
||||
|
||||
@Column(name = "operation", length = 20, nullable = false)
|
||||
private String operation;
|
||||
|
||||
@Column(name = "birth_date")
|
||||
private LocalDate birthDate;
|
||||
|
||||
@Column(name = "occupation", length = 40)
|
||||
private String occupation;
|
||||
|
||||
@Column(name = "risk", length = 20)
|
||||
private String risk;
|
||||
|
||||
@Column(name = "ckyc_id", length = 40)
|
||||
private String ckycId;
|
||||
|
||||
@Column(name = "adult_minor", length = 20, nullable = false)
|
||||
private String adultMinor;
|
||||
|
||||
@Column(name = "minor_date")
|
||||
private LocalDate minorDate;
|
||||
|
||||
@Column(name = "guardian_client_id")
|
||||
private Long guardianClientId;
|
||||
|
||||
@Column(name = "min_account_opt", length = 40)
|
||||
private String minAccountOpt;
|
||||
|
||||
@Column(name = "relation", length = 40)
|
||||
private String relation;
|
||||
|
||||
@Column(name = "opening_date", nullable = false)
|
||||
private LocalDate openingDate;
|
||||
|
||||
@Column(name = "months")
|
||||
private Integer month;
|
||||
|
||||
@Column(name = "maturity_date")
|
||||
private LocalDate maturityDate;
|
||||
|
||||
@Column(name = "reopen_date")
|
||||
private LocalDate reopenDate;
|
||||
|
||||
@Column(name = "deposit_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal depositAmount;
|
||||
|
||||
@Column(name = "daily_deposit_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal dailyDepositAmount;
|
||||
|
||||
@Column(name = "days", nullable = false)
|
||||
private Integer days;
|
||||
|
||||
@Column(name = "ledger_no", length = 40)
|
||||
private String ledgerNo;
|
||||
|
||||
@Column(name = "maturity_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal maturityAmount;
|
||||
|
||||
@Column(name = "interest_rate", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal interestRate;
|
||||
|
||||
@Column(name = "withdraw_type", length = 20)
|
||||
private String withdrawType;
|
||||
|
||||
@Column(name = "od1_flag", nullable = false)
|
||||
private boolean od1Flag;
|
||||
|
||||
@Column(name = "od2_flag", nullable = false)
|
||||
private boolean od2Flag;
|
||||
|
||||
@Column(name = "lien", nullable = false)
|
||||
private boolean lien;
|
||||
|
||||
@Column(name = "pay_date")
|
||||
private LocalDate payDate;
|
||||
|
||||
@Column(name = "payment_amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal paymentAmount;
|
||||
|
||||
@Column(name = "current_balance", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal currentBalance;
|
||||
|
||||
@Column(name = "opening_balance", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal openingBalance;
|
||||
|
||||
@Column(name = "is_sms_active", nullable = false)
|
||||
private boolean isSmsActive;
|
||||
|
||||
@Column(name = "is_email_active", nullable = false)
|
||||
private boolean isEmailActive;
|
||||
|
||||
@Column(name = "interest_calc", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal interestCalc;
|
||||
|
||||
@Column(name = "interest_date")
|
||||
private LocalDate interestDate;
|
||||
|
||||
@Column(name = "sp_description", length = 500)
|
||||
private String spDescription;
|
||||
|
||||
@Column(name = "freeze_code", length = 20, nullable = false)
|
||||
private String freezeCode;
|
||||
|
||||
@Column(name = "adv_code", length = 40, nullable = false)
|
||||
private String advCode;
|
||||
|
||||
@Column(name = "credit_to_branch", length = 100)
|
||||
private String creditToBranch;
|
||||
|
||||
@Column(name = "credit_to_account_type", length = 100)
|
||||
private String creditToAccountType;
|
||||
|
||||
@Column(name = "credit_to_account", length = 50)
|
||||
private String creditToAccount;
|
||||
|
||||
@Column(name = "nominee_applicable", nullable = false)
|
||||
private boolean nomineeApplicable;
|
||||
|
||||
@Column(name = "nominee_split_mode", length = 20)
|
||||
private String nomineeSplitMode;
|
||||
|
||||
@Column(name = "status", length = 20, nullable = false)
|
||||
private String status;
|
||||
|
||||
@Column(name = "close_date")
|
||||
private LocalDate closeDate;
|
||||
|
||||
@OneToMany(mappedBy = "party", cascade = CascadeType.ALL, orphanRemoval = true, fetch = FetchType.LAZY)
|
||||
@OrderBy("id")
|
||||
private List<PartyNominee> nominees = new ArrayList<>();
|
||||
|
||||
protected Party() {
|
||||
//
|
||||
}
|
||||
|
||||
private Party(final Client client, final Agent agent, final String partyCode, final JsonCommand command) {
|
||||
this.client = client;
|
||||
this.agent = agent;
|
||||
this.partyCode = partyCode;
|
||||
this.subType = command.stringValueOfParameterNamed("subType");
|
||||
this.lastAccount = command.stringValueOfParameterNamedAllowingNull("lastAccount");
|
||||
this.nominal = command.booleanPrimitiveValueOfParameterNamed("nominal");
|
||||
this.aadharNo = command.stringValueOfParameterNamedAllowingNull("aadharNo");
|
||||
this.partyName = command.stringValueOfParameterNamed("partyName");
|
||||
this.partyName1 = command.stringValueOfParameterNamedAllowingNull("partyName1");
|
||||
this.address1 = command.stringValueOfParameterNamed("address1");
|
||||
this.address2 = command.stringValueOfParameterNamedAllowingNull("address2");
|
||||
this.address3 = command.stringValueOfParameterNamedAllowingNull("address3");
|
||||
this.city = command.stringValueOfParameterNamed("city");
|
||||
this.pincode = command.stringValueOfParameterNamed("pincode");
|
||||
this.gender = command.stringValueOfParameterNamedAllowingNull("gender");
|
||||
this.panCardNo = command.stringValueOfParameterNamedAllowingNull("panCardNo");
|
||||
this.telephone = command.stringValueOfParameterNamedAllowingNull("telephone");
|
||||
this.mobileNoSms = command.stringValueOfParameterNamed("mobileNoSms");
|
||||
this.operation = command.stringValueOfParameterNamed("operation");
|
||||
this.birthDate = command.localDateValueOfParameterNamed("birthDate");
|
||||
this.occupation = command.stringValueOfParameterNamedAllowingNull("occupation");
|
||||
this.risk = command.stringValueOfParameterNamedAllowingNull("risk");
|
||||
this.ckycId = command.stringValueOfParameterNamedAllowingNull("ckycId");
|
||||
this.adultMinor = command.stringValueOfParameterNamed("adultMinor");
|
||||
this.minorDate = command.localDateValueOfParameterNamed("minorDate");
|
||||
this.guardianClientId = command.longValueOfParameterNamed("guardianClientId");
|
||||
this.minAccountOpt = command.stringValueOfParameterNamedAllowingNull("minAccountOpt");
|
||||
this.relation = command.stringValueOfParameterNamedAllowingNull("relation");
|
||||
this.openingDate = command.localDateValueOfParameterNamed("openingDate");
|
||||
this.month = command.integerValueOfParameterNamedDefaultToNullIfZero("month");
|
||||
this.maturityDate = command.localDateValueOfParameterNamed("maturityDate");
|
||||
this.reopenDate = command.localDateValueOfParameterNamed("reopenDate");
|
||||
this.depositAmount = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("depositAmount"));
|
||||
this.dailyDepositAmount = command.bigDecimalValueOfParameterNamed("dailyDepositAmount");
|
||||
this.days = command.integerValueOfParameterNamed("days");
|
||||
this.ledgerNo = command.stringValueOfParameterNamedAllowingNull("ledgerNo");
|
||||
this.maturityAmount = BigDecimal.ZERO;
|
||||
this.interestRate = command.parameterExists("interestRate")
|
||||
? command.bigDecimalValueOfParameterNamed("interestRate")
|
||||
: DEFAULT_INTEREST_RATE;
|
||||
this.withdrawType = command.stringValueOfParameterNamedAllowingNull("withdrawType");
|
||||
this.od1Flag = false;
|
||||
this.od2Flag = false;
|
||||
this.lien = command.booleanPrimitiveValueOfParameterNamed("lien");
|
||||
this.payDate = command.localDateValueOfParameterNamed("payDate");
|
||||
this.paymentAmount = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("paymentAmount"));
|
||||
this.openingBalance = orZero(command.bigDecimalValueOfParameterNamedDefaultToNullIfZero("openingBalance"));
|
||||
this.currentBalance = this.openingBalance;
|
||||
this.isSmsActive = command.booleanPrimitiveValueOfParameterNamed("isSmsActive");
|
||||
this.isEmailActive = command.booleanPrimitiveValueOfParameterNamed("isEmailActive");
|
||||
this.interestCalc = BigDecimal.ZERO;
|
||||
this.interestDate = command.localDateValueOfParameterNamed("interestDate");
|
||||
this.spDescription = command.stringValueOfParameterNamedAllowingNull("spDescription");
|
||||
this.freezeCode = StringUtils.defaultIfBlank(command.stringValueOfParameterNamedAllowingNull("freezeCode"), "Normal");
|
||||
this.advCode = StringUtils.defaultIfBlank(command.stringValueOfParameterNamedAllowingNull("advCode"), "None");
|
||||
this.creditToBranch = command.stringValueOfParameterNamedAllowingNull("creditToBranch");
|
||||
this.creditToAccountType = command.stringValueOfParameterNamedAllowingNull("creditToAccountType");
|
||||
this.creditToAccount = command.stringValueOfParameterNamedAllowingNull("creditToAccount");
|
||||
this.nomineeApplicable = command.booleanPrimitiveValueOfParameterNamed("nomineeApplicable");
|
||||
this.nomineeSplitMode = StringUtils.defaultIfBlank(command.stringValueOfParameterNamedAllowingNull("nomineeSplitMode"),
|
||||
"Percentage");
|
||||
this.status = STATUS_ACTIVE;
|
||||
}
|
||||
|
||||
public static Party fromJson(final Client client, final Agent agent, final String partyCode, final JsonCommand command) {
|
||||
return new Party(client, agent, partyCode, command);
|
||||
}
|
||||
|
||||
private static BigDecimal orZero(final BigDecimal value) {
|
||||
return value == null ? BigDecimal.ZERO : value;
|
||||
}
|
||||
|
||||
public void addNominee(final PartyNominee nominee) {
|
||||
nominee.setParty(this);
|
||||
this.nominees.add(nominee);
|
||||
}
|
||||
|
||||
public void resetNominees() {
|
||||
this.nominees.clear();
|
||||
}
|
||||
|
||||
public void changeClient(final Client newClient) {
|
||||
this.client = newClient;
|
||||
}
|
||||
|
||||
public void changeAgent(final Agent newAgent) {
|
||||
this.agent = newAgent;
|
||||
}
|
||||
|
||||
/**
|
||||
* Links this Party to an existing real Savings Account, resolved by account number in the write
|
||||
* service. There is no unlink - once a Party's DDS scheme is tied to a real account, it stays
|
||||
* tied.
|
||||
*/
|
||||
public void linkSavingsAccount(final Long savingsAccountId) {
|
||||
this.savingsAccountId = savingsAccountId;
|
||||
}
|
||||
|
||||
public BigDecimal credit(final BigDecimal amount) {
|
||||
this.currentBalance = this.currentBalance.add(amount);
|
||||
return this.currentBalance;
|
||||
}
|
||||
|
||||
public BigDecimal debit(final BigDecimal amount) {
|
||||
this.currentBalance = this.currentBalance.subtract(amount);
|
||||
return this.currentBalance;
|
||||
}
|
||||
|
||||
public boolean isClosed() {
|
||||
return STATUS_CLOSED.equals(this.status);
|
||||
}
|
||||
|
||||
/**
|
||||
* Closes this Party's account as of the given date. The balance must already be zero - a Party
|
||||
* is settled to zero (a full Withdraw Deposite/payout) before it is closed, not closed with money
|
||||
* still owed to it.
|
||||
*/
|
||||
public void close(final LocalDate closeDate) {
|
||||
this.status = STATUS_CLOSED;
|
||||
this.closeDate = closeDate;
|
||||
}
|
||||
|
||||
/**
|
||||
* Stamps the date interest (regular or OD) was last calculated up to, so the next batch run
|
||||
* accrues only the days since. Set on POST, not on calculate/preview.
|
||||
*/
|
||||
public void markInterestCalculatedThrough(final LocalDate date) {
|
||||
this.interestDate = date;
|
||||
}
|
||||
|
||||
public Long clientId() {
|
||||
return this.client.getId();
|
||||
}
|
||||
|
||||
public Long agentId() {
|
||||
return this.agent.getId();
|
||||
}
|
||||
|
||||
public Map<String, Object> update(final JsonCommand command) {
|
||||
|
||||
final Map<String, Object> actualChanges = new LinkedHashMap<>(40);
|
||||
|
||||
if (command.isChangeInLongParameterNamed("clientId", this.client.getId())) {
|
||||
actualChanges.put("clientId", command.longValueOfParameterNamed("clientId"));
|
||||
}
|
||||
if (command.isChangeInLongParameterNamed("agentId", this.agent.getId())) {
|
||||
actualChanges.put("agentId", command.longValueOfParameterNamed("agentId"));
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "subType", this.subType, v -> this.subType = v);
|
||||
stringChange(command, actualChanges, "lastAccount", this.lastAccount, v -> this.lastAccount = v);
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("nominal", this.nominal)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("nominal");
|
||||
actualChanges.put("nominal", newValue);
|
||||
this.nominal = newValue;
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "aadharNo", this.aadharNo, v -> this.aadharNo = v);
|
||||
stringChange(command, actualChanges, "partyName", this.partyName, v -> this.partyName = v);
|
||||
stringChange(command, actualChanges, "partyName1", this.partyName1, v -> this.partyName1 = v);
|
||||
stringChange(command, actualChanges, "address1", this.address1, v -> this.address1 = v);
|
||||
stringChange(command, actualChanges, "address2", this.address2, v -> this.address2 = v);
|
||||
stringChange(command, actualChanges, "address3", this.address3, v -> this.address3 = v);
|
||||
stringChange(command, actualChanges, "city", this.city, v -> this.city = v);
|
||||
stringChange(command, actualChanges, "pincode", this.pincode, v -> this.pincode = v);
|
||||
stringChange(command, actualChanges, "gender", this.gender, v -> this.gender = v);
|
||||
stringChange(command, actualChanges, "panCardNo", this.panCardNo, v -> this.panCardNo = v);
|
||||
stringChange(command, actualChanges, "telephone", this.telephone, v -> this.telephone = v);
|
||||
stringChange(command, actualChanges, "mobileNoSms", this.mobileNoSms, v -> this.mobileNoSms = v);
|
||||
stringChange(command, actualChanges, "operation", this.operation, v -> this.operation = v);
|
||||
|
||||
if (command.isChangeInDateParameterNamed("birthDate", this.birthDate)) {
|
||||
actualChanges.put("birthDate", command.stringValueOfParameterNamed("birthDate"));
|
||||
this.birthDate = command.localDateValueOfParameterNamed("birthDate");
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "occupation", this.occupation, v -> this.occupation = v);
|
||||
stringChange(command, actualChanges, "risk", this.risk, v -> this.risk = v);
|
||||
stringChange(command, actualChanges, "ckycId", this.ckycId, v -> this.ckycId = v);
|
||||
stringChange(command, actualChanges, "adultMinor", this.adultMinor, v -> this.adultMinor = v);
|
||||
|
||||
if (command.isChangeInDateParameterNamed("minorDate", this.minorDate)) {
|
||||
actualChanges.put("minorDate", command.stringValueOfParameterNamed("minorDate"));
|
||||
this.minorDate = command.localDateValueOfParameterNamed("minorDate");
|
||||
}
|
||||
|
||||
if (command.isChangeInLongParameterNamed("guardianClientId", this.guardianClientId)) {
|
||||
final Long newValue = command.longValueOfParameterNamed("guardianClientId");
|
||||
actualChanges.put("guardianClientId", newValue);
|
||||
this.guardianClientId = newValue;
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "minAccountOpt", this.minAccountOpt, v -> this.minAccountOpt = v);
|
||||
stringChange(command, actualChanges, "relation", this.relation, v -> this.relation = v);
|
||||
|
||||
if (command.isChangeInDateParameterNamed("openingDate", this.openingDate)) {
|
||||
actualChanges.put("openingDate", command.stringValueOfParameterNamed("openingDate"));
|
||||
this.openingDate = command.localDateValueOfParameterNamed("openingDate");
|
||||
}
|
||||
|
||||
if (command.isChangeInIntegerParameterNamed("month", this.month)) {
|
||||
final Integer newValue = command.integerValueOfParameterNamed("month");
|
||||
actualChanges.put("month", newValue);
|
||||
this.month = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInDateParameterNamed("maturityDate", this.maturityDate)) {
|
||||
actualChanges.put("maturityDate", command.stringValueOfParameterNamed("maturityDate"));
|
||||
this.maturityDate = command.localDateValueOfParameterNamed("maturityDate");
|
||||
}
|
||||
|
||||
if (command.isChangeInDateParameterNamed("reopenDate", this.reopenDate)) {
|
||||
actualChanges.put("reopenDate", command.stringValueOfParameterNamed("reopenDate"));
|
||||
this.reopenDate = command.localDateValueOfParameterNamed("reopenDate");
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("depositAmount", this.depositAmount)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("depositAmount");
|
||||
actualChanges.put("depositAmount", newValue);
|
||||
this.depositAmount = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("dailyDepositAmount", this.dailyDepositAmount)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("dailyDepositAmount");
|
||||
actualChanges.put("dailyDepositAmount", newValue);
|
||||
this.dailyDepositAmount = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInIntegerParameterNamed("days", this.days)) {
|
||||
final Integer newValue = command.integerValueOfParameterNamed("days");
|
||||
actualChanges.put("days", newValue);
|
||||
this.days = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("interestRate", this.interestRate)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("interestRate");
|
||||
actualChanges.put("interestRate", newValue);
|
||||
this.interestRate = newValue;
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "ledgerNo", this.ledgerNo, v -> this.ledgerNo = v);
|
||||
stringChange(command, actualChanges, "withdrawType", this.withdrawType, v -> this.withdrawType = v);
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("lien", this.lien)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("lien");
|
||||
actualChanges.put("lien", newValue);
|
||||
this.lien = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInDateParameterNamed("payDate", this.payDate)) {
|
||||
actualChanges.put("payDate", command.stringValueOfParameterNamed("payDate"));
|
||||
this.payDate = command.localDateValueOfParameterNamed("payDate");
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("paymentAmount", this.paymentAmount)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("paymentAmount");
|
||||
actualChanges.put("paymentAmount", newValue);
|
||||
this.paymentAmount = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBigDecimalParameterNamed("openingBalance", this.openingBalance)) {
|
||||
final BigDecimal newValue = command.bigDecimalValueOfParameterNamed("openingBalance");
|
||||
actualChanges.put("openingBalance", newValue);
|
||||
this.openingBalance = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("isSmsActive", this.isSmsActive)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("isSmsActive");
|
||||
actualChanges.put("isSmsActive", newValue);
|
||||
this.isSmsActive = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("isEmailActive", this.isEmailActive)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("isEmailActive");
|
||||
actualChanges.put("isEmailActive", newValue);
|
||||
this.isEmailActive = newValue;
|
||||
}
|
||||
|
||||
if (command.isChangeInDateParameterNamed("interestDate", this.interestDate)) {
|
||||
actualChanges.put("interestDate", command.stringValueOfParameterNamed("interestDate"));
|
||||
this.interestDate = command.localDateValueOfParameterNamed("interestDate");
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "spDescription", this.spDescription, v -> this.spDescription = v);
|
||||
stringChange(command, actualChanges, "freezeCode", this.freezeCode, v -> this.freezeCode = v);
|
||||
stringChange(command, actualChanges, "advCode", this.advCode, v -> this.advCode = v);
|
||||
stringChange(command, actualChanges, "creditToBranch", this.creditToBranch, v -> this.creditToBranch = v);
|
||||
stringChange(command, actualChanges, "creditToAccountType", this.creditToAccountType, v -> this.creditToAccountType = v);
|
||||
stringChange(command, actualChanges, "creditToAccount", this.creditToAccount, v -> this.creditToAccount = v);
|
||||
|
||||
if (command.isChangeInBooleanParameterNamed("nomineeApplicable", this.nomineeApplicable)) {
|
||||
final boolean newValue = command.booleanPrimitiveValueOfParameterNamed("nomineeApplicable");
|
||||
actualChanges.put("nomineeApplicable", newValue);
|
||||
this.nomineeApplicable = newValue;
|
||||
}
|
||||
|
||||
stringChange(command, actualChanges, "nomineeSplitMode", this.nomineeSplitMode, v -> this.nomineeSplitMode = v);
|
||||
|
||||
return actualChanges;
|
||||
}
|
||||
|
||||
private void stringChange(final JsonCommand command, final Map<String, Object> actualChanges, final String paramName,
|
||||
final String existingValue, final Consumer<String> setter) {
|
||||
if (command.isChangeInStringParameterNamed(paramName, existingValue)) {
|
||||
final String newValue = command.stringValueOfParameterNamed(paramName);
|
||||
actualChanges.put(paramName, newValue);
|
||||
setter.accept(newValue);
|
||||
}
|
||||
}
|
||||
}
|
||||
-88
@@ -1,88 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.domain;
|
||||
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.Table;
|
||||
import java.time.LocalDate;
|
||||
import lombok.Getter;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
|
||||
/**
|
||||
* A single nominee recorded against a {@link Party}. Maker-checker on nominee edits is enforced at
|
||||
* the command layer (the whole Party update goes through the standard maker-checker command flow),
|
||||
* not on this child row individually.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_party_nominee")
|
||||
public class PartyNominee extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "party_id", nullable = false)
|
||||
private Party party;
|
||||
|
||||
@Column(name = "nomination_date", nullable = false)
|
||||
private LocalDate nominationDate;
|
||||
|
||||
@Column(name = "name", length = 100, nullable = false)
|
||||
private String name;
|
||||
|
||||
@Column(name = "mobile_no", length = 20)
|
||||
private String mobileNo;
|
||||
|
||||
@Column(name = "birth_date")
|
||||
private LocalDate birthDate;
|
||||
|
||||
@Column(name = "minor", nullable = false)
|
||||
private boolean minor;
|
||||
|
||||
@Column(name = "relation", length = 40, nullable = false)
|
||||
private String relation;
|
||||
|
||||
@Column(name = "gender", length = 20, nullable = false)
|
||||
private String gender;
|
||||
|
||||
@Column(name = "guardian_name", length = 100)
|
||||
private String guardianName;
|
||||
|
||||
protected PartyNominee() {
|
||||
//
|
||||
}
|
||||
|
||||
public PartyNominee(final LocalDate nominationDate, final String name, final String mobileNo, final LocalDate birthDate,
|
||||
final boolean minor, final String relation, final String gender, final String guardianName) {
|
||||
this.nominationDate = nominationDate;
|
||||
this.name = name;
|
||||
this.mobileNo = StringUtils.defaultIfEmpty(mobileNo, null);
|
||||
this.birthDate = birthDate;
|
||||
this.minor = minor;
|
||||
this.relation = relation;
|
||||
this.gender = gender;
|
||||
this.guardianName = StringUtils.defaultIfEmpty(guardianName, null);
|
||||
}
|
||||
|
||||
void setParty(final Party party) {
|
||||
this.party = party;
|
||||
}
|
||||
}
|
||||
-32
@@ -1,32 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
|
||||
|
||||
/**
|
||||
* Thrown when a Close Party command, or a Party Tran collection, targets a Party that is already
|
||||
* closed.
|
||||
*/
|
||||
public class PartyAlreadyClosedException extends AbstractPlatformDomainRuleException {
|
||||
|
||||
public PartyAlreadyClosedException(final String partyCode) {
|
||||
super("error.msg.party.already.closed", "Party " + partyCode + " is already closed", partyCode);
|
||||
}
|
||||
}
|
||||
-32
@@ -1,32 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
|
||||
|
||||
/**
|
||||
* Thrown when a Close Party command is attempted while the Party's balance is still non-zero - the
|
||||
* remaining balance must be paid out (a Withdraw Deposite to zero) before the account can be closed.
|
||||
*/
|
||||
public class PartyHasBalanceException extends AbstractPlatformDomainRuleException {
|
||||
|
||||
public PartyHasBalanceException(final String partyCode) {
|
||||
super("error.msg.party.has.balance", "Party " + partyCode + " still has a non-zero balance and cannot be closed", partyCode);
|
||||
}
|
||||
}
|
||||
-40
@@ -1,40 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
|
||||
/**
|
||||
* A {@link RuntimeException} thrown when a DDS party resource is not found.
|
||||
*/
|
||||
public class PartyNotFoundException extends AbstractPlatformResourceNotFoundException {
|
||||
|
||||
public PartyNotFoundException(final Long id) {
|
||||
super("error.msg.party.id.invalid", "Party with identifier " + id + " does not exist", id);
|
||||
}
|
||||
|
||||
public PartyNotFoundException(final Long id, final EmptyResultDataAccessException e) {
|
||||
super("error.msg.party.id.invalid", "Party with identifier " + id + " does not exist", id, e);
|
||||
}
|
||||
|
||||
public PartyNotFoundException(final String partyCode) {
|
||||
super("error.msg.party.code.invalid", "Party with code " + partyCode + " does not exist", partyCode);
|
||||
}
|
||||
}
|
||||
-33
@@ -1,33 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
|
||||
|
||||
/**
|
||||
* Thrown when the savingsAccountNo given for a Party belongs to a different client than the Party's
|
||||
* own clientId - a Party can only be linked to its own client's savings account.
|
||||
*/
|
||||
public class PartySavingsAccountClientMismatchException extends AbstractPlatformDomainRuleException {
|
||||
|
||||
public PartySavingsAccountClientMismatchException(final String savingsAccountNo) {
|
||||
super("error.msg.party.savings.account.client.mismatch",
|
||||
"Savings account " + savingsAccountNo + " does not belong to this party's client", savingsAccountNo);
|
||||
}
|
||||
}
|
||||
-32
@@ -1,32 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
|
||||
|
||||
/**
|
||||
* Thrown when a Party's savingsAccountNo does not match any non-closed Savings Account.
|
||||
*/
|
||||
public class PartySavingsAccountNotFoundException extends AbstractPlatformResourceNotFoundException {
|
||||
|
||||
public PartySavingsAccountNotFoundException(final String savingsAccountNo) {
|
||||
super("error.msg.party.savings.account.not.found", "No open savings account found with account number " + savingsAccountNo,
|
||||
savingsAccountNo);
|
||||
}
|
||||
}
|
||||
-45
@@ -1,45 +0,0 @@
|
||||
/**
|
||||
* 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.dds.report.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.Builder;
|
||||
import lombok.Getter;
|
||||
|
||||
/**
|
||||
* A generic tabular result shape shared by every DDS report - one column list plus one row list, both
|
||||
* keyed the same way, so a single report viewer screen can render any of them without a bespoke
|
||||
* result type per report.
|
||||
*/
|
||||
@Getter
|
||||
@Builder
|
||||
public final class DdsReportData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final String reportKey;
|
||||
private final boolean available;
|
||||
private final String message;
|
||||
private final List<String> columns;
|
||||
private final List<Map<String, Object>> rows;
|
||||
}
|
||||
-52
@@ -1,52 +0,0 @@
|
||||
/**
|
||||
* 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.dds.transaction.data;
|
||||
|
||||
import java.io.Serial;
|
||||
import java.io.Serializable;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import lombok.Builder;
|
||||
import lombok.Getter;
|
||||
|
||||
@Getter
|
||||
@Builder
|
||||
public final class PartyTransactionData implements Serializable {
|
||||
|
||||
@Serial
|
||||
private static final long serialVersionUID = 1L;
|
||||
|
||||
private final Long id;
|
||||
private final Long partyId;
|
||||
private final String partyCode;
|
||||
private final String partyName;
|
||||
private final Long agentId;
|
||||
private final String agentCode;
|
||||
private final LocalDate transactionDate;
|
||||
private final String transactionType;
|
||||
private final String direction;
|
||||
private final String transactionMode;
|
||||
private final String accountType;
|
||||
private final String accountNo;
|
||||
private final BigDecimal amount;
|
||||
private final String chequeNo;
|
||||
private final String tokenNo;
|
||||
private final String description;
|
||||
private final BigDecimal balanceAfterTransaction;
|
||||
}
|
||||
-110
@@ -1,110 +0,0 @@
|
||||
/**
|
||||
* 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.dds.transaction.domain;
|
||||
|
||||
import jakarta.persistence.Column;
|
||||
import jakarta.persistence.Entity;
|
||||
import jakarta.persistence.JoinColumn;
|
||||
import jakarta.persistence.ManyToOne;
|
||||
import jakarta.persistence.Table;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import lombok.Getter;
|
||||
import org.apache.fineract.infrastructure.core.domain.AbstractPersistableCustom;
|
||||
import org.apache.fineract.organisation.agent.domain.Agent;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.Party;
|
||||
|
||||
/**
|
||||
* A single posted entry on the DDS ledger: a Party's day's collection ("Party Tran", direction
|
||||
* CREDIT), one leg of a "Withdraw Deposite" transfer between two parties (the creditor leg CREDIT,
|
||||
* the debtor leg DEBIT), or an Agent's settlement of collected cash to its branch ("Agent Tran",
|
||||
* direction DEBIT - no {@link Party} involved, so {@code party} is null for this type).
|
||||
* {@code balanceAfterTransaction} holds the Party's balance for Party-linked rows, or the Agent's
|
||||
* balance for an Agent Tran row. Immutable once posted - like any transaction, it is reversed with
|
||||
* an opposing entry, not edited, so there is deliberately no update API for this entity.
|
||||
*/
|
||||
@Getter
|
||||
@Entity
|
||||
@Table(name = "m_dds_party_transaction")
|
||||
public class PartyTransaction extends AbstractPersistableCustom<Long> {
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "party_id")
|
||||
private Party party;
|
||||
|
||||
@ManyToOne
|
||||
@JoinColumn(name = "agent_id", nullable = false)
|
||||
private Agent agent;
|
||||
|
||||
@Column(name = "transaction_date", nullable = false)
|
||||
private LocalDate transactionDate;
|
||||
|
||||
@Column(name = "transaction_type", length = 30, nullable = false)
|
||||
private String transactionType;
|
||||
|
||||
@Column(name = "direction", length = 10, nullable = false)
|
||||
private String direction;
|
||||
|
||||
@Column(name = "transaction_mode", length = 20)
|
||||
private String transactionMode;
|
||||
|
||||
@Column(name = "account_type", length = 100)
|
||||
private String accountType;
|
||||
|
||||
@Column(name = "account_no", length = 50)
|
||||
private String accountNo;
|
||||
|
||||
@Column(name = "amount", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal amount;
|
||||
|
||||
@Column(name = "cheque_no", length = 40)
|
||||
private String chequeNo;
|
||||
|
||||
@Column(name = "token_no", length = 40)
|
||||
private String tokenNo;
|
||||
|
||||
@Column(name = "description", length = 500)
|
||||
private String description;
|
||||
|
||||
@Column(name = "balance_after_transaction", scale = 6, precision = 19, nullable = false)
|
||||
private BigDecimal balanceAfterTransaction;
|
||||
|
||||
protected PartyTransaction() {
|
||||
//
|
||||
}
|
||||
|
||||
public PartyTransaction(final Party party, final Agent agent, final LocalDate transactionDate, final String transactionType,
|
||||
final String direction, final String transactionMode, final String accountType, final String accountNo,
|
||||
final BigDecimal amount, final String chequeNo, final String tokenNo, final String description,
|
||||
final BigDecimal balanceAfterTransaction) {
|
||||
this.party = party;
|
||||
this.agent = agent;
|
||||
this.transactionDate = transactionDate;
|
||||
this.transactionType = transactionType;
|
||||
this.direction = direction;
|
||||
this.transactionMode = transactionMode;
|
||||
this.accountType = accountType;
|
||||
this.accountNo = accountNo;
|
||||
this.amount = amount;
|
||||
this.chequeNo = chequeNo;
|
||||
this.tokenNo = tokenNo;
|
||||
this.description = description;
|
||||
this.balanceAfterTransaction = balanceAfterTransaction;
|
||||
}
|
||||
}
|
||||
-33
@@ -1,33 +0,0 @@
|
||||
/**
|
||||
* 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.dds.transaction.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
|
||||
|
||||
/**
|
||||
* Thrown when an Agent Tran settlement amount exceeds the Agent's current (collected but not yet
|
||||
* settled) balance.
|
||||
*/
|
||||
public class InsufficientAgentBalanceException extends AbstractPlatformDomainRuleException {
|
||||
|
||||
public InsufficientAgentBalanceException(final String agentCode) {
|
||||
super("error.msg.agent.insufficient.balance",
|
||||
"Agent " + agentCode + " does not have sufficient collected balance for this settlement", agentCode);
|
||||
}
|
||||
}
|
||||
-32
@@ -1,32 +0,0 @@
|
||||
/**
|
||||
* 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.dds.transaction.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformDomainRuleException;
|
||||
|
||||
/**
|
||||
* Thrown when a Withdraw Deposite transfer would take the debtor Party's balance below zero.
|
||||
*/
|
||||
public class InsufficientPartyBalanceException extends AbstractPlatformDomainRuleException {
|
||||
|
||||
public InsufficientPartyBalanceException(final String partyCode) {
|
||||
super("error.msg.party.insufficient.balance", "Party " + partyCode + " does not have sufficient balance for this transfer",
|
||||
partyCode);
|
||||
}
|
||||
}
|
||||
-32
@@ -1,32 +0,0 @@
|
||||
/**
|
||||
* 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.dds.transaction.exception;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.exception.AbstractPlatformResourceNotFoundException;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
|
||||
/**
|
||||
* A {@link RuntimeException} thrown when a DDS party transaction resource is not found.
|
||||
*/
|
||||
public class PartyTransactionNotFoundException extends AbstractPlatformResourceNotFoundException {
|
||||
|
||||
public PartyTransactionNotFoundException(final Long id, final EmptyResultDataAccessException e) {
|
||||
super("error.msg.partytransaction.id.invalid", "Party transaction with identifier " + id + " does not exist", id, e);
|
||||
}
|
||||
}
|
||||
+7
-1
@@ -31,7 +31,8 @@ public enum DepositAccountOnClosureType {
|
||||
WITHDRAW_DEPOSIT(100, "depositAccountClosureType.withdrawDeposit"), //
|
||||
TRANSFER_TO_SAVINGS(200, "depositAccountClosureType.transferToSavings"), //
|
||||
REINVEST_PRINCIPAL_AND_INTEREST(300, "depositAccountClosureType.reinvestPrincipalAndInterest"), //
|
||||
REINVEST_PRINCIPAL_ONLY(400, "depositAccountClosureType.reinvestPrincipalOnly"); //
|
||||
REINVEST_PRINCIPAL_ONLY(400, "depositAccountClosureType.reinvestPrincipalOnly"), //
|
||||
PARTIAL_REINVEST(500, "depositAccountClosureType.partialReinvest"); //
|
||||
|
||||
private final Integer value;
|
||||
private final String code;
|
||||
@@ -51,6 +52,7 @@ public enum DepositAccountOnClosureType {
|
||||
case 200 -> TRANSFER_TO_SAVINGS;
|
||||
case 300 -> REINVEST_PRINCIPAL_AND_INTEREST;
|
||||
case 400 -> REINVEST_PRINCIPAL_ONLY;
|
||||
case 500 -> PARTIAL_REINVEST;
|
||||
default -> INVALID;
|
||||
};
|
||||
}
|
||||
@@ -85,6 +87,10 @@ public enum DepositAccountOnClosureType {
|
||||
return this.equals(INVALID);
|
||||
}
|
||||
|
||||
public boolean isPartialReinvest() {
|
||||
return this.equals(PARTIAL_REINVEST);
|
||||
}
|
||||
|
||||
// TODO: do we really need this?!?
|
||||
public static Object[] integerValues() {
|
||||
return Arrays.stream(values()).filter(value -> !INVALID.equals(value)).map(value -> value.value).toList().toArray();
|
||||
|
||||
+1
@@ -208,6 +208,7 @@ public final class DepositsApiConstants {
|
||||
public static final String onAccountClosureIdParamName = "onAccountClosureId";
|
||||
public static final String transferDescriptionParamName = "transferDescription";
|
||||
public static final String toSavingsAccountIdParamName = "toSavingsAccountId";
|
||||
public static final String reinvestAmountParamName = "reinvestAmount";
|
||||
public static final String savingsAccounts = "savingsAccounts";
|
||||
public static final String maturityInstructionIdParamName = "maturityInstructionId";
|
||||
public static final String transferToSavingsIdParamName = "transferToSavingsId";
|
||||
|
||||
-1
@@ -275,7 +275,6 @@ public class SavingsApiConstants {
|
||||
// Additional custom fields
|
||||
public static final String balanceFrequencyParamName = "balanceFrequency";
|
||||
public static final String accountClosedZeroBalanceInDayClosingParamName = "accountClosedZeroBalanceInDayClosing";
|
||||
public static final String productCategoryParamName = "productCategory";
|
||||
|
||||
// Current Product — new UI fields
|
||||
public static final String balanceSwapOptionParamName = "balanceSwapOption";
|
||||
|
||||
-1
@@ -144,7 +144,6 @@ public final class SavingsProductData implements Serializable {
|
||||
@Getter @Setter private Boolean enableLockinPeriod;
|
||||
@Getter @Setter private String balanceFrequency;
|
||||
@Getter @Setter private Boolean accountClosedZeroBalanceInDayClosing;
|
||||
@Getter @Setter private String productCategory;
|
||||
|
||||
// New current product fields
|
||||
@Getter @Setter private Boolean balanceSwapOption;
|
||||
|
||||
+4
@@ -797,6 +797,10 @@ public final class SavingsEnumerations {
|
||||
optionData = new EnumOptionData(DepositAccountOnClosureType.REINVEST_PRINCIPAL_ONLY.getValue().longValue(),
|
||||
DepositAccountOnClosureType.REINVEST_PRINCIPAL_ONLY.getCode(), "Re-Invest Principal Only");
|
||||
break;
|
||||
case PARTIAL_REINVEST:
|
||||
optionData = new EnumOptionData(DepositAccountOnClosureType.PARTIAL_REINVEST.getValue().longValue(),
|
||||
DepositAccountOnClosureType.PARTIAL_REINVEST.getCode(), "Partial Re-Invest");
|
||||
break;
|
||||
}
|
||||
return optionData;
|
||||
}
|
||||
|
||||
+185
@@ -0,0 +1,185 @@
|
||||
/**
|
||||
* 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.accounting.dividendpaidreport.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
import com.google.gson.GsonBuilder;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.math.BigDecimal;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
/**
|
||||
* Every declared dividend, financial year by financial year: how much was declared, how much members have collected,
|
||||
* how much is still unclaimed, and how much has come back to profit.
|
||||
*
|
||||
* The GL accounts are shared across years, so their balances only ever give running totals — "how much of FY 2026-27 is
|
||||
* still unclaimed" cannot be read off Dividend Payable. This walks the declarations themselves instead: locks carry the
|
||||
* per-member entitlement and their status says what became of it, which is the authoritative record. The GL is where the
|
||||
* money moved; the locks are what it moved for.
|
||||
*
|
||||
* The columns mirror the money's actual path, which begins and ends in the same place:
|
||||
*
|
||||
* <pre>
|
||||
* declare Dr Bank Profit Cr Dividend Payable
|
||||
* member claims Dr Dividend Payable Cr Dividend Paid → Cr Sponsor DD Payable
|
||||
* 3 yrs unclaimed Dr Dividend Payable Cr Bank Profit
|
||||
* </pre>
|
||||
*
|
||||
* So for a closed year, claimed + forfeited + rounding residue should account for the whole declaration; anything left
|
||||
* is what is still sitting unclaimed and still within its three-year window.
|
||||
*/
|
||||
@Path("/v1/accounting/dividend-yearwise-report")
|
||||
@Component
|
||||
@Tag(name = "Dividend Year-wise Report", description = "Declared, claimed, unclaimed and forfeited dividend per financial year.")
|
||||
@RequiredArgsConstructor
|
||||
public class DividendYearwiseReportApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "DIVIDEND_SHAREPRODUCT";
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final PlatformSecurityContext context;
|
||||
private final Gson gson = new GsonBuilder().serializeNulls().create();
|
||||
|
||||
@GET
|
||||
@Produces(MediaType.APPLICATION_JSON)
|
||||
public String report() {
|
||||
this.context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
|
||||
// A declaration is labelled by the financial year its period CLOSES in, which is how a member
|
||||
// and an auditor both refer to it: a period ending 31-Mar-2027 is FY 2026-27. Locks are joined
|
||||
// through the per-member detail rather than counted off the declaration, because a lock is only
|
||||
// created for a member who actually had something to collect.
|
||||
// Declared amounts and lock outcomes are aggregated separately before being joined by year.
|
||||
// Summing the declaration amount across a join to its locks would multiply it by the number
|
||||
// of members it was split between.
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList("""
|
||||
WITH fy AS (
|
||||
SELECT d.id,
|
||||
CASE WHEN EXTRACT(MONTH FROM d.dividend_period_end_date) >= 4
|
||||
THEN EXTRACT(YEAR FROM d.dividend_period_end_date)
|
||||
ELSE EXTRACT(YEAR FROM d.dividend_period_end_date) - 1 END AS fy_start,
|
||||
d.amount
|
||||
FROM m_share_product_dividend_pay_out d
|
||||
),
|
||||
declared AS (
|
||||
SELECT fy_start, COUNT(*) AS declaration_count, SUM(amount) AS declared_amount
|
||||
FROM fy GROUP BY fy_start
|
||||
),
|
||||
outcomes AS (
|
||||
SELECT fy.fy_start,
|
||||
COALESCE(SUM(CASE WHEN l.status = 'CLAIMED' THEN l.amount ELSE 0 END), 0) AS claimed_amount,
|
||||
COUNT(l.id) FILTER (WHERE l.status = 'CLAIMED') AS claimed_count,
|
||||
COALESCE(SUM(CASE WHEN l.status = 'UNCLAIMED' THEN l.amount ELSE 0 END), 0) AS unclaimed_amount,
|
||||
COUNT(l.id) FILTER (WHERE l.status = 'UNCLAIMED') AS unclaimed_count,
|
||||
COALESCE(SUM(CASE WHEN l.status = 'FORFEITED' THEN l.amount ELSE 0 END), 0) AS forfeited_amount,
|
||||
COUNT(l.id) FILTER (WHERE l.status = 'FORFEITED') AS forfeited_count,
|
||||
MIN(l.release_due_date) FILTER (WHERE l.status = 'UNCLAIMED') AS earliest_release_due
|
||||
FROM fy
|
||||
LEFT JOIN m_share_account_dividend_details sad ON sad.dividend_pay_out_id = fy.id
|
||||
LEFT JOIN m_share_dividend_lock l ON l.dividend_detail_id = sad.id
|
||||
GROUP BY fy.fy_start
|
||||
)
|
||||
SELECT d.fy_start, d.declaration_count, d.declared_amount,
|
||||
COALESCE(o.claimed_amount, 0) AS claimed_amount, COALESCE(o.claimed_count, 0) AS claimed_count,
|
||||
COALESCE(o.unclaimed_amount, 0) AS unclaimed_amount, COALESCE(o.unclaimed_count, 0) AS unclaimed_count,
|
||||
COALESCE(o.forfeited_amount, 0) AS forfeited_amount, COALESCE(o.forfeited_count, 0) AS forfeited_count,
|
||||
o.earliest_release_due
|
||||
FROM declared d
|
||||
LEFT JOIN outcomes o ON o.fy_start = d.fy_start
|
||||
ORDER BY d.fy_start DESC
|
||||
""");
|
||||
|
||||
// Rounding residue is tracked per declaration rather than per lock — it never belonged to a
|
||||
// member, so no lock was ever created for it. Pulled separately and matched by year.
|
||||
final Map<String, BigDecimal> residueByYear = new LinkedHashMap<>();
|
||||
for (final Map<String, Object> row : jdbcTemplate.queryForList("""
|
||||
SELECT CASE WHEN EXTRACT(MONTH FROM period_end_date) >= 4
|
||||
THEN EXTRACT(YEAR FROM period_end_date)
|
||||
ELSE EXTRACT(YEAR FROM period_end_date) - 1 END AS fy_start,
|
||||
COALESCE(SUM(residue_amount), 0) AS residue
|
||||
FROM m_share_dividend_rounding_residue
|
||||
GROUP BY fy_start
|
||||
""")) {
|
||||
residueByYear.put(financialYearLabel(((Number) row.get("fy_start")).intValue()), (BigDecimal) row.get("residue"));
|
||||
}
|
||||
|
||||
final List<Map<String, Object>> years = new ArrayList<>();
|
||||
BigDecimal totalDeclared = BigDecimal.ZERO;
|
||||
BigDecimal totalClaimed = BigDecimal.ZERO;
|
||||
BigDecimal totalUnclaimed = BigDecimal.ZERO;
|
||||
BigDecimal totalForfeited = BigDecimal.ZERO;
|
||||
|
||||
for (final Map<String, Object> row : rows) {
|
||||
final String financialYear = financialYearLabel(((Number) row.get("fy_start")).intValue());
|
||||
final BigDecimal declared = (BigDecimal) row.get("declared_amount");
|
||||
final BigDecimal claimed = (BigDecimal) row.get("claimed_amount");
|
||||
final BigDecimal unclaimed = (BigDecimal) row.get("unclaimed_amount");
|
||||
final BigDecimal forfeited = (BigDecimal) row.get("forfeited_amount");
|
||||
final BigDecimal residue = residueByYear.getOrDefault(financialYear, BigDecimal.ZERO);
|
||||
|
||||
final Map<String, Object> entry = new LinkedHashMap<>();
|
||||
entry.put("financialYear", financialYear);
|
||||
entry.put("declarationCount", row.get("declaration_count"));
|
||||
entry.put("declaredAmount", declared);
|
||||
entry.put("claimedAmount", claimed);
|
||||
entry.put("claimedCount", row.get("claimed_count"));
|
||||
entry.put("unclaimedAmount", unclaimed);
|
||||
entry.put("unclaimedCount", row.get("unclaimed_count"));
|
||||
entry.put("forfeitedAmount", forfeited);
|
||||
entry.put("forfeitedCount", row.get("forfeited_count"));
|
||||
entry.put("roundingResidueAmount", residue);
|
||||
// What has already gone back to profit for this year: forfeited entitlements plus the
|
||||
// rounding residue swept at declaration time.
|
||||
entry.put("returnedToProfitAmount", forfeited.add(residue));
|
||||
// When this year's oldest unclaimed lock forfeits — the date the remaining unclaimed
|
||||
// amount starts returning to profit.
|
||||
entry.put("earliestReleaseDueDate",
|
||||
row.get("earliest_release_due") == null ? null : String.valueOf(row.get("earliest_release_due")));
|
||||
years.add(entry);
|
||||
|
||||
totalDeclared = totalDeclared.add(declared);
|
||||
totalClaimed = totalClaimed.add(claimed);
|
||||
totalUnclaimed = totalUnclaimed.add(unclaimed);
|
||||
totalForfeited = totalForfeited.add(forfeited);
|
||||
}
|
||||
|
||||
final Map<String, Object> response = new LinkedHashMap<>();
|
||||
response.put("years", years);
|
||||
response.put("totalDeclared", totalDeclared);
|
||||
response.put("totalClaimed", totalClaimed);
|
||||
response.put("totalUnclaimed", totalUnclaimed);
|
||||
response.put("totalForfeited", totalForfeited);
|
||||
return gson.toJson(response);
|
||||
}
|
||||
|
||||
private String financialYearLabel(final int startYear) {
|
||||
return startYear + "-" + String.format("%02d", (startYear + 1) % 100);
|
||||
}
|
||||
}
|
||||
+5
@@ -1263,6 +1263,11 @@ public class AccountingProcessorHelper {
|
||||
accountMapping = paymentChannelSpecificAccountMapping;
|
||||
}
|
||||
}
|
||||
|
||||
if (accountMapping == null) {
|
||||
throw new ProductToGLAccountMappingNotFoundException(PortfolioProductType.SAVING, savingsProductId,
|
||||
CashAccountsForSavings.fromInt(accountMappingTypeId).toString());
|
||||
}
|
||||
glAccount = accountMapping.getGlAccount();
|
||||
}
|
||||
return glAccount;
|
||||
|
||||
+278
@@ -0,0 +1,278 @@
|
||||
/**
|
||||
* 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.accounting.profitandloss.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
import com.google.gson.GsonBuilder;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.WebApplicationException;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import jakarta.ws.rs.core.Response;
|
||||
import java.math.BigDecimal;
|
||||
import java.math.RoundingMode;
|
||||
import java.sql.Date;
|
||||
import java.time.LocalDate;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
/**
|
||||
* How much profit a share dividend may actually be declared out of, for a given period.
|
||||
*
|
||||
* A co-operative society may not distribute raw net profit: the Co-operative Societies Act requires a Statutory Reserve
|
||||
* Fund transfer and a state-federation education-fund contribution to come out first, and dividends already declared
|
||||
* for other share products in the same period consume what is left. This endpoint applies that whole waterfall in one
|
||||
* place so the declaration screen and the declaration-time validation cannot disagree about the ceiling.
|
||||
*
|
||||
* Rates come from c_configuration (see changelog 0478) because they vary by state and by year. A disabled configuration
|
||||
* row means the society has an exemption from that appropriation, which is treated as 0% rather than as an error.
|
||||
*/
|
||||
@Path("/v1/accounting/distributable-profit")
|
||||
@Component
|
||||
@Tag(name = "Distributable Profit", description = "Net profit reduced by statutory appropriations and dividends already declared, giving the ceiling a new share dividend may be declared within.")
|
||||
@RequiredArgsConstructor
|
||||
public class DistributableProfitApiResource {
|
||||
|
||||
/**
|
||||
* The year's closed-out profit, which is what a dividend may be declared against; kept in step with
|
||||
* IncomeProfitTransferService.PROFIT_GL_CODE.
|
||||
*
|
||||
* Deliberately not plain Bank Profit — that holds what earlier declarations left behind, and reading it here would
|
||||
* offer profit already distributed once for distribution again.
|
||||
*/
|
||||
private static final String PROFIT_GL_CODE = "BANKPROFITND01";
|
||||
|
||||
private static final String CONFIG_STATUTORY_RESERVE = "dividend-statutory-reserve-percentage";
|
||||
private static final String CONFIG_EDUCATION_FUND = "dividend-education-fund-percentage";
|
||||
private static final String CONFIG_MAXIMUM_RATE = "dividend-maximum-rate-percentage";
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final Gson gson = new GsonBuilder().serializeNulls().create();
|
||||
|
||||
@GET
|
||||
@Produces(MediaType.APPLICATION_JSON)
|
||||
public String getDistributableProfit(@QueryParam("fromDate") final String fromDate, @QueryParam("toDate") final String toDate,
|
||||
@QueryParam("excludeProductId") final Long excludeProductId) {
|
||||
if (fromDate == null || fromDate.isBlank() || toDate == null || toDate.isBlank()) {
|
||||
throw apiError(400, "fromDate and toDate (yyyy-MM-dd) are both required");
|
||||
}
|
||||
final Date from;
|
||||
final Date to;
|
||||
try {
|
||||
from = Date.valueOf(fromDate);
|
||||
to = Date.valueOf(toDate);
|
||||
} catch (final IllegalArgumentException e) {
|
||||
throw apiError(400, "fromDate and toDate must be in yyyy-MM-dd format");
|
||||
}
|
||||
if (to.before(from)) {
|
||||
throw apiError(400, "toDate must not be before fromDate");
|
||||
}
|
||||
|
||||
// A dividend is normally declared for a whole, closed financial year, and then the audited
|
||||
// profit in Bank Profit is the figure to use. A period that is not a full financial year can
|
||||
// only be an interim declaration, which necessarily runs against the still-open P&L.
|
||||
final String financialYear = financialYearOf(from.toLocalDate());
|
||||
final LocalDate[] fyRange = financialYearRange(financialYear);
|
||||
final boolean coversWholeFinancialYear = !from.toLocalDate().isAfter(fyRange[0]) && !to.toLocalDate().isBefore(fyRange[1]);
|
||||
|
||||
final BigDecimal closedProfit = coversWholeFinancialYear ? closedProfitForFinancialYear(financialYear) : null;
|
||||
final boolean yearClosed = closedProfit != null;
|
||||
final BigDecimal netProfit = yearClosed ? closedProfit : netProfitForPeriod(from, to);
|
||||
|
||||
final BigDecimal statutoryReservePercentage = configuredPercentage(CONFIG_STATUTORY_RESERVE);
|
||||
final BigDecimal educationFundPercentage = configuredPercentage(CONFIG_EDUCATION_FUND);
|
||||
final BigDecimal maximumRatePercentage = configuredPercentage(CONFIG_MAXIMUM_RATE);
|
||||
|
||||
// Appropriations only ever reduce a profit. A loss-making period has nothing to appropriate
|
||||
// and nothing to distribute, so the whole waterfall collapses to zero rather than producing
|
||||
// a negative "reserve" that would read as money owed back to the society.
|
||||
final boolean profitable = netProfit.signum() > 0;
|
||||
final BigDecimal statutoryReserveAmount = profitable ? percentageOf(netProfit, statutoryReservePercentage) : BigDecimal.ZERO;
|
||||
final BigDecimal educationFundAmount = profitable ? percentageOf(netProfit, educationFundPercentage) : BigDecimal.ZERO;
|
||||
|
||||
final BigDecimal distributableProfit = profitable ? netProfit.subtract(statutoryReserveAmount).subtract(educationFundAmount)
|
||||
: BigDecimal.ZERO;
|
||||
|
||||
final List<Map<String, Object>> existingDeclarations = declarationsOverlapping(from, to, excludeProductId);
|
||||
BigDecimal alreadyDeclared = BigDecimal.ZERO;
|
||||
for (final Map<String, Object> declaration : existingDeclarations) {
|
||||
alreadyDeclared = alreadyDeclared.add((BigDecimal) declaration.get("amount"));
|
||||
}
|
||||
|
||||
// An over-declaration that already happened (or appropriation rates raised after the fact)
|
||||
// must not present as negative headroom, which a caller could read as a credit.
|
||||
final BigDecimal availableForDeclaration = distributableProfit.subtract(alreadyDeclared).max(BigDecimal.ZERO);
|
||||
|
||||
final Map<String, Object> response = new LinkedHashMap<>();
|
||||
response.put("fromDate", fromDate);
|
||||
response.put("toDate", toDate);
|
||||
response.put("financialYear", financialYear);
|
||||
response.put("coversWholeFinancialYear", coversWholeFinancialYear);
|
||||
response.put("yearClosed", yearClosed);
|
||||
// Names the figure so the screen can say where it came from — the closed books, or a P&L
|
||||
// that is still moving — rather than showing a bare number the officer has to interpret.
|
||||
response.put("profitSource", yearClosed ? "BANK_PROFIT_GL" : "OPEN_PROFIT_AND_LOSS");
|
||||
response.put("netProfit", netProfit);
|
||||
response.put("statutoryReservePercentage", statutoryReservePercentage);
|
||||
response.put("statutoryReserveAmount", statutoryReserveAmount);
|
||||
response.put("educationFundPercentage", educationFundPercentage);
|
||||
response.put("educationFundAmount", educationFundAmount);
|
||||
response.put("distributableProfit", distributableProfit);
|
||||
response.put("alreadyDeclared", alreadyDeclared);
|
||||
response.put("availableForDeclaration", availableForDeclaration);
|
||||
response.put("maximumRatePercentage", maximumRatePercentage);
|
||||
response.put("existingDeclarations", existingDeclarations);
|
||||
return gson.toJson(response);
|
||||
}
|
||||
|
||||
/**
|
||||
* The year's profit as the books actually record it, once the year has been closed.
|
||||
*
|
||||
* A dividend is declared out of the AUDITED profit of a completed financial year, and that figure lives in the
|
||||
* Bank Profit equity GL after year-end closing moves every income and expense GL into it. Reading it here — rather
|
||||
* than re-deriving income-less-expense — means the dividend can never disagree with the closed books: if a
|
||||
* closing entry was adjusted, reversed, or posted late, the dividend ceiling moves with it.
|
||||
*
|
||||
* Returns null when the year has not been closed, which the caller reports as a blocking condition rather than
|
||||
* silently falling back to the live P&L. Distributing against an unclosed year would be distributing a profit
|
||||
* figure that is still moving.
|
||||
*/
|
||||
private BigDecimal closedProfitForFinancialYear(final String financialYear) {
|
||||
final Integer closedCount = jdbcTemplate.queryForObject(
|
||||
"SELECT COUNT(*) FROM m_income_profit_transfer WHERE financial_year = ?", Integer.class, financialYear);
|
||||
if (closedCount == null || closedCount == 0) {
|
||||
return null;
|
||||
}
|
||||
final LocalDate[] range = financialYearRange(financialYear);
|
||||
final BigDecimal balance = jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(CASE WHEN je.type_enum = 1 THEN je.amount ELSE -je.amount END), 0)
|
||||
FROM acc_gl_journal_entry je
|
||||
JOIN acc_gl_account a ON a.id = je.account_id
|
||||
WHERE a.gl_code = ? AND je.reversed = false AND je.entry_date BETWEEN ? AND ?
|
||||
""", BigDecimal.class, PROFIT_GL_CODE, java.sql.Date.valueOf(range[0]), java.sql.Date.valueOf(range[1]));
|
||||
return balance == null ? BigDecimal.ZERO : balance;
|
||||
}
|
||||
|
||||
/** "2026-27" -> 1 April 2026 to 31 March 2027. */
|
||||
private LocalDate[] financialYearRange(final String financialYear) {
|
||||
try {
|
||||
final int startYear = Integer.parseInt(financialYear.substring(0, 4));
|
||||
return new LocalDate[] { LocalDate.of(startYear, 4, 1), LocalDate.of(startYear + 1, 3, 31) };
|
||||
} catch (final RuntimeException e) {
|
||||
throw apiError(400, "financialYear must look like 2026-27. Received: " + financialYear);
|
||||
}
|
||||
}
|
||||
|
||||
/** The Indian financial year a date falls in, as a "YYYY-YY" label. */
|
||||
private String financialYearOf(final LocalDate date) {
|
||||
final int startYear = date.getMonthValue() >= 4 ? date.getYear() : date.getYear() - 1;
|
||||
return startYear + "-" + String.format("%02d", (startYear + 1) % 100);
|
||||
}
|
||||
|
||||
/**
|
||||
* Same income-less-expense computation as {@link ProfitAndLossApiResource}, over posted, non-reversed journal
|
||||
* entries only. Used only for the interim case — a period inside a year that has not been closed yet.
|
||||
*/
|
||||
private BigDecimal netProfitForPeriod(final Date from, final Date to) {
|
||||
final Map<String, Object> row = jdbcTemplate.queryForMap("""
|
||||
SELECT
|
||||
COALESCE(SUM(CASE WHEN a.classification_enum = 4 AND je.type_enum = 1 THEN je.amount
|
||||
WHEN a.classification_enum = 4 AND je.type_enum = 2 THEN -je.amount
|
||||
ELSE 0 END), 0) AS total_income,
|
||||
COALESCE(SUM(CASE WHEN a.classification_enum = 5 AND je.type_enum = 2 THEN je.amount
|
||||
WHEN a.classification_enum = 5 AND je.type_enum = 1 THEN -je.amount
|
||||
ELSE 0 END), 0) AS total_expense
|
||||
FROM acc_gl_journal_entry je
|
||||
JOIN acc_gl_account a ON a.id = je.account_id
|
||||
WHERE je.reversed = false
|
||||
AND je.entry_date BETWEEN ? AND ?
|
||||
""", from, to);
|
||||
final BigDecimal totalIncome = (BigDecimal) row.get("total_income");
|
||||
final BigDecimal totalExpense = (BigDecimal) row.get("total_expense");
|
||||
return totalIncome.subtract(totalExpense);
|
||||
}
|
||||
|
||||
/**
|
||||
* Every dividend already declared against a period overlapping this one, across ALL share products — the
|
||||
* appropriation waterfall is society-wide, so a second product's declaration competes for the same distributable
|
||||
* profit as the first.
|
||||
*
|
||||
* excludeProductId lets the declaration screen leave out the product being declared for, whose own overlapping
|
||||
* declaration is separately blocked outright.
|
||||
*/
|
||||
private List<Map<String, Object>> declarationsOverlapping(final Date from, final Date to, final Long excludeProductId) {
|
||||
final StringBuilder sql = new StringBuilder("""
|
||||
SELECT d.id AS declaration_id, d.product_id, p.name AS product_name, d.amount,
|
||||
d.dividend_period_start_date, d.dividend_period_end_date, d.status
|
||||
FROM m_share_product_dividend_pay_out d
|
||||
JOIN m_share_product p ON p.id = d.product_id
|
||||
WHERE d.dividend_period_start_date <= ? AND d.dividend_period_end_date >= ?
|
||||
""");
|
||||
final List<Object> params = new ArrayList<>(List.of(to, from));
|
||||
if (excludeProductId != null) {
|
||||
sql.append(" AND d.product_id <> ? ");
|
||||
params.add(excludeProductId);
|
||||
}
|
||||
sql.append(" ORDER BY d.dividend_period_start_date, d.id");
|
||||
|
||||
final List<Map<String, Object>> declarations = new ArrayList<>();
|
||||
for (final Map<String, Object> row : jdbcTemplate.queryForList(sql.toString(), params.toArray())) {
|
||||
final Map<String, Object> declaration = new LinkedHashMap<>();
|
||||
declaration.put("declarationId", row.get("declaration_id"));
|
||||
declaration.put("productId", row.get("product_id"));
|
||||
declaration.put("productName", row.get("product_name"));
|
||||
declaration.put("amount", row.get("amount"));
|
||||
declaration.put("periodStartDate", String.valueOf(row.get("dividend_period_start_date")));
|
||||
declaration.put("periodEndDate", String.valueOf(row.get("dividend_period_end_date")));
|
||||
declaration.put("status", row.get("status"));
|
||||
declarations.add(declaration);
|
||||
}
|
||||
return declarations;
|
||||
}
|
||||
|
||||
/**
|
||||
* A missing or disabled configuration row means the society does not make that appropriation (or has no ceiling),
|
||||
* which is 0 — not a failure. Only an enabled row with a value applies.
|
||||
*/
|
||||
private BigDecimal configuredPercentage(final String configurationName) {
|
||||
final List<Map<String, Object>> rows = jdbcTemplate
|
||||
.queryForList("SELECT value FROM c_configuration WHERE name = ? AND enabled = true", configurationName);
|
||||
if (rows.isEmpty() || rows.get(0).get("value") == null) {
|
||||
return BigDecimal.ZERO;
|
||||
}
|
||||
return new BigDecimal(String.valueOf(rows.get(0).get("value")));
|
||||
}
|
||||
|
||||
private BigDecimal percentageOf(final BigDecimal amount, final BigDecimal percentage) {
|
||||
return amount.multiply(percentage).divide(BigDecimal.valueOf(100), 6, RoundingMode.HALF_UP);
|
||||
}
|
||||
|
||||
private WebApplicationException apiError(final int httpStatus, final String message) {
|
||||
return new WebApplicationException(
|
||||
Response.status(httpStatus).entity(gson.toJson(Map.of("message", message))).type(MediaType.APPLICATION_JSON).build());
|
||||
}
|
||||
}
|
||||
+180
@@ -0,0 +1,180 @@
|
||||
package org.apache.fineract.accounting.yearend.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
import com.google.gson.JsonObject;
|
||||
import com.google.gson.JsonParser;
|
||||
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 jakarta.ws.rs.core.Response;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.accounting.yearend.service.IncomeProfitTransferService;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.useradministration.domain.AppUser;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
/**
|
||||
* Financial year-end closing of the share entry fee into the Bank Profit equity GL.
|
||||
*
|
||||
* <p>
|
||||
* {@code GET} reports how much is waiting to be posted for the year and what has been posted before; {@code POST}
|
||||
* performs the closing. The scheduled job {@code Post Share Entry Fee To Profit} runs the same service on 31 March, so
|
||||
* this endpoint is the manual equivalent — useful when the job did not run, or the accountant wants to close early.
|
||||
*/
|
||||
@Path("/v1/accounting/incomeprofittransfer")
|
||||
@Component
|
||||
@RequiredArgsConstructor
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public class IncomeProfitTransferApiResource {
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final IncomeProfitTransferService service;
|
||||
private final Gson gson = new Gson();
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// GET — how much is waiting to be posted, and what has been posted before
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
@GET
|
||||
public Response preview(@QueryParam("incomeGlCode") final String incomeGlCodeParam,
|
||||
@QueryParam("financialYear") final String financialYearParam) {
|
||||
|
||||
this.context.authenticatedUser();
|
||||
|
||||
final String incomeGlCode = incomeGlCodeParam == null || incomeGlCodeParam.isBlank()
|
||||
? IncomeProfitTransferService.DEFAULT_INCOME_GL_CODE
|
||||
: incomeGlCodeParam.trim();
|
||||
final Map<String, Object> incomeGl = service.loadGlByCode(incomeGlCode);
|
||||
final Map<String, Object> profitGl = service.loadGlByCode(IncomeProfitTransferService.PROFIT_GL_CODE);
|
||||
|
||||
final String financialYear = financialYearParam == null || financialYearParam.isBlank() ? service.currentFinancialYear()
|
||||
: financialYearParam.trim();
|
||||
final LocalDate[] range = service.financialYearRange(financialYear);
|
||||
|
||||
final Long incomeGlId = toLong(incomeGl.get("id"));
|
||||
final BigDecimal pending = service.balanceOf(incomeGlId, range);
|
||||
final int entryCount = service.entryCountOf(incomeGlId, range);
|
||||
|
||||
final List<Map<String, Object>> history = jdbcTemplate
|
||||
.queryForList("SELECT t.id, t.financial_year, t.amount, t.entry_count, t.posted_on_date, t.posted_by_name, "
|
||||
+ " t.gl_transaction_id, g.gl_code AS income_gl_code, g.name AS income_gl_name "
|
||||
+ " FROM m_income_profit_transfer t JOIN acc_gl_account g ON g.id = t.income_gl_id "
|
||||
+ " WHERE t.income_gl_id = ? ORDER BY t.financial_year DESC, t.id DESC", incomeGlId);
|
||||
|
||||
final boolean alreadyPosted = history.stream().anyMatch(h -> financialYear.equals(h.get("financial_year")));
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("financialYear", financialYear);
|
||||
out.put("fromDate", range[0].toString());
|
||||
out.put("toDate", range[1].toString());
|
||||
out.put("incomeGlCode", incomeGl.get("gl_code"));
|
||||
out.put("incomeGlName", incomeGl.get("name"));
|
||||
out.put("profitGlCode", profitGl.get("gl_code"));
|
||||
out.put("profitGlName", profitGl.get("name"));
|
||||
out.put("pendingAmount", pending);
|
||||
out.put("entryCount", entryCount);
|
||||
out.put("alreadyPosted", alreadyPosted);
|
||||
out.put("postedHistory", history);
|
||||
out.put("totalPostedToProfit", history.stream().map(h -> (BigDecimal) h.get("amount")).reduce(BigDecimal.ZERO, BigDecimal::add));
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// POST — close the income GL into Bank Profit
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
@POST
|
||||
@Transactional
|
||||
public Response post(final String body) {
|
||||
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
currentUser.validateHasPermissionTo("CREATE_JOURNALENTRY");
|
||||
|
||||
final JsonObject json = parseBody(body);
|
||||
final String incomeGlCode = getString(json, "incomeGlCode") == null ? IncomeProfitTransferService.DEFAULT_INCOME_GL_CODE
|
||||
: getString(json, "incomeGlCode").trim();
|
||||
final String financialYear = getString(json, "financialYear") == null ? service.currentFinancialYear()
|
||||
: getString(json, "financialYear").trim();
|
||||
|
||||
// strict = true: a manual posting reports "already closed" or "nothing to post" as an
|
||||
// error, so the user is told why nothing happened.
|
||||
final Map<String, Object> result = service.postToProfit(incomeGlCode, financialYear, currentUser.getId(), currentUser.getUsername(),
|
||||
sanitiseNote(getString(json, "note")), true);
|
||||
|
||||
return Response.ok(gson.toJson(result)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// POST /close-year — close the WHOLE P&L into Bank Profit
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
|
||||
/**
|
||||
* Closes every income and expense GL for the year, so Bank Profit ends up holding the year's real net profit.
|
||||
*
|
||||
* This is the full year-end close; the endpoint above closes one named income GL and remains for the narrower
|
||||
* share-entry-fee case. The share dividend declaration reads Bank Profit as the year's profit, so it is this that
|
||||
* has to have run — after a single-GL posting the rest of the profit is still sitting in the income accounts.
|
||||
*/
|
||||
@POST
|
||||
@Path("/close-year")
|
||||
@Transactional
|
||||
public Response closeYear(final String body) {
|
||||
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
currentUser.validateHasPermissionTo("CREATE_JOURNALENTRY");
|
||||
|
||||
final JsonObject json = parseBody(body);
|
||||
final String financialYear = getString(json, "financialYear") == null ? service.currentFinancialYear()
|
||||
: getString(json, "financialYear").trim();
|
||||
|
||||
// strict = true: a manual close reports "nothing left to close" as an error, so the user is
|
||||
// told why nothing happened rather than getting a silent success.
|
||||
final Map<String, Object> result = service.closeAllToProfit(financialYear, currentUser.getId(), currentUser.getUsername(),
|
||||
sanitiseNote(getString(json, "note")), true);
|
||||
|
||||
return Response.ok(gson.toJson(result)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// Helpers
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
|
||||
private JsonObject parseBody(final String body) {
|
||||
if (body == null || body.isBlank()) {
|
||||
return new JsonObject();
|
||||
}
|
||||
try {
|
||||
return JsonParser.parseString(body).getAsJsonObject();
|
||||
} catch (RuntimeException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.incomeprofit.request.invalid", "Request body must be valid JSON.");
|
||||
}
|
||||
}
|
||||
|
||||
private String sanitiseNote(final String raw) {
|
||||
if (raw == null || raw.isBlank()) {
|
||||
return null;
|
||||
}
|
||||
final String trimmed = raw.trim();
|
||||
return trimmed.length() > 490 ? trimmed.substring(0, 490) : trimmed;
|
||||
}
|
||||
|
||||
private String getString(final JsonObject json, final String field) {
|
||||
return json.has(field) && !json.get(field).isJsonNull() ? json.get(field).getAsString() : null;
|
||||
}
|
||||
|
||||
private Long toLong(final Object o) {
|
||||
return o instanceof Number ? ((Number) o).longValue() : null;
|
||||
}
|
||||
}
|
||||
+60
@@ -0,0 +1,60 @@
|
||||
/**
|
||||
* 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.accounting.yearend.jobs.postshareentryfeetoprofit;
|
||||
|
||||
import org.apache.fineract.accounting.yearend.service.IncomeProfitTransferService;
|
||||
import org.apache.fineract.infrastructure.jobs.service.JobName;
|
||||
import org.springframework.batch.core.Job;
|
||||
import org.springframework.batch.core.Step;
|
||||
import org.springframework.batch.core.job.builder.JobBuilder;
|
||||
import org.springframework.batch.core.launch.support.RunIdIncrementer;
|
||||
import org.springframework.batch.core.repository.JobRepository;
|
||||
import org.springframework.batch.core.step.builder.StepBuilder;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.context.annotation.Bean;
|
||||
import org.springframework.context.annotation.Configuration;
|
||||
import org.springframework.transaction.PlatformTransactionManager;
|
||||
|
||||
@Configuration
|
||||
public class PostShareEntryFeeToProfitConfig {
|
||||
|
||||
@Autowired
|
||||
private JobRepository jobRepository;
|
||||
@Autowired
|
||||
private PlatformTransactionManager transactionManager;
|
||||
@Autowired
|
||||
private IncomeProfitTransferService incomeProfitTransferService;
|
||||
|
||||
@Bean
|
||||
protected Step postShareEntryFeeToProfitStep() {
|
||||
return new StepBuilder(JobName.POST_SHARE_ENTRY_FEE_TO_PROFIT.name(), jobRepository)
|
||||
.tasklet(postShareEntryFeeToProfitTasklet(), transactionManager).build();
|
||||
}
|
||||
|
||||
@Bean
|
||||
public Job postShareEntryFeeToProfitJob() {
|
||||
return new JobBuilder(JobName.POST_SHARE_ENTRY_FEE_TO_PROFIT.name(), jobRepository).start(postShareEntryFeeToProfitStep())
|
||||
.incrementer(new RunIdIncrementer()).build();
|
||||
}
|
||||
|
||||
@Bean
|
||||
public PostShareEntryFeeToProfitTasklet postShareEntryFeeToProfitTasklet() {
|
||||
return new PostShareEntryFeeToProfitTasklet(incomeProfitTransferService);
|
||||
}
|
||||
}
|
||||
+61
@@ -0,0 +1,61 @@
|
||||
/**
|
||||
* 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.accounting.yearend.jobs.postshareentryfeetoprofit;
|
||||
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.apache.fineract.accounting.yearend.service.IncomeProfitTransferService;
|
||||
import org.springframework.batch.core.StepContribution;
|
||||
import org.springframework.batch.core.scope.context.ChunkContext;
|
||||
import org.springframework.batch.core.step.tasklet.Tasklet;
|
||||
import org.springframework.batch.repeat.RepeatStatus;
|
||||
|
||||
/**
|
||||
* Year-end closing of the share entry fee: on 31 March the balance of Share Entry Fee Income is posted to the Bank
|
||||
* Profit equity GL, leaving the income account at nil for the new year.
|
||||
*
|
||||
* <p>
|
||||
* Runs unattended, so a no-op (already closed for the year, or no fee collected) is a normal outcome and is logged
|
||||
* rather than failing the job. Only a genuine posting failure is raised.
|
||||
*/
|
||||
@Slf4j
|
||||
@RequiredArgsConstructor
|
||||
public class PostShareEntryFeeToProfitTasklet implements Tasklet {
|
||||
|
||||
/** Fineract's system user id, used because a scheduled run has no logged-in user. */
|
||||
private static final long SYSTEM_USER_ID = 1L;
|
||||
|
||||
private final IncomeProfitTransferService incomeProfitTransferService;
|
||||
|
||||
@Override
|
||||
public RepeatStatus execute(StepContribution contribution, ChunkContext chunkContext) throws Exception {
|
||||
final String financialYear = incomeProfitTransferService.currentFinancialYear();
|
||||
|
||||
// Closes the WHOLE P&L, not just the share entry fee it was originally written for. Bank Profit
|
||||
// is now what the share dividend declaration reads as "the year's profit", and a partial close
|
||||
// would leave most of the profit still sitting in the income GLs — understating what may be
|
||||
// distributed. Per-GL guards inside closeAllToProfit make a re-run safe.
|
||||
final Map<String, Object> result = incomeProfitTransferService.closeAllToProfit(financialYear, SYSTEM_USER_ID, "system",
|
||||
"Automatic year-end closing", false);
|
||||
|
||||
log.info("Year-end closing for {}: {}", financialYear, result.get("message"));
|
||||
return RepeatStatus.FINISHED;
|
||||
}
|
||||
}
|
||||
+377
@@ -0,0 +1,377 @@
|
||||
package org.apache.fineract.accounting.yearend.service;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.time.LocalDateTime;
|
||||
import java.time.ZoneOffset;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.infrastructure.core.service.DateUtils;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
/**
|
||||
* Closes an income GL into the Bank Profit equity GL at financial year end.
|
||||
*
|
||||
* <pre>
|
||||
* Dr Share Entry Fee Income (10.4) = balance for the year
|
||||
* Cr Bank Profit (BANKPROFIT01)
|
||||
* </pre>
|
||||
*
|
||||
* Debiting the income account brings it back to nil so the new year starts clean; the credit accumulates in equity as
|
||||
* retained profit.
|
||||
*
|
||||
* <p>
|
||||
* Shared by the scheduled year-end job and the manual posting endpoint, so both paths post identical entries and are
|
||||
* protected by the same "once per year" guard. The caller supplies the acting user id because the job runs without a
|
||||
* logged-in user.
|
||||
*/
|
||||
@Slf4j
|
||||
@Service
|
||||
@RequiredArgsConstructor
|
||||
public class IncomeProfitTransferService {
|
||||
|
||||
// Fineract convention: 1 = CREDIT, 2 = DEBIT.
|
||||
private static final int DEBIT = 2;
|
||||
private static final int CREDIT = 1;
|
||||
|
||||
/** Equity GL that accumulates profit. */
|
||||
/**
|
||||
* The year's profit is closed into the Non-Distributable account, not plain Bank Profit.
|
||||
*
|
||||
* A dividend is declared against this balance; whatever the members do not receive moves across to Bank Profit once
|
||||
* the declaration is approved. Closing into Bank Profit directly would mix the year just ended with earlier years'
|
||||
* leftovers, and the next declaration would be sized on profit that had already been through a distribution
|
||||
* decision — offering the same money for distribution twice.
|
||||
*/
|
||||
public static final String PROFIT_GL_CODE = "BANKPROFITND01";
|
||||
|
||||
/** Income GL closed to profit by the year-end job — the share entry fee. */
|
||||
public static final String DEFAULT_INCOME_GL_CODE = "10.4";
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
/**
|
||||
* Posts the year-end transfer. Returns a summary of what was posted, or a summary with {@code posted = false} when
|
||||
* there was nothing to do (already closed, or a nil balance) — those are normal outcomes for a scheduled run, not
|
||||
* errors.
|
||||
*
|
||||
* @param strict
|
||||
* when true (manual posting) a no-op raises an error so the user sees why; when false (scheduled job) it
|
||||
* returns quietly.
|
||||
*/
|
||||
@Transactional
|
||||
public Map<String, Object> postToProfit(final String incomeGlCode, final String financialYear, final Long userId, final String userName,
|
||||
final String note, final boolean strict) {
|
||||
|
||||
final Map<String, Object> incomeGl = loadGlByCode(incomeGlCode);
|
||||
final Map<String, Object> profitGl = loadGlByCode(PROFIT_GL_CODE);
|
||||
final Long incomeGlId = toLong(incomeGl.get("id"));
|
||||
final Long profitGlId = toLong(profitGl.get("id"));
|
||||
|
||||
final LocalDate[] range = financialYearRange(financialYear);
|
||||
final Long officeId = headOfficeId();
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("financialYear", financialYear);
|
||||
out.put("incomeGlCode", incomeGl.get("gl_code"));
|
||||
out.put("incomeGlName", incomeGl.get("name"));
|
||||
out.put("profitGlCode", profitGl.get("gl_code"));
|
||||
out.put("profitGlName", profitGl.get("name"));
|
||||
|
||||
final Integer existing = jdbcTemplate.queryForObject(
|
||||
"SELECT COUNT(*) FROM m_income_profit_transfer WHERE financial_year = ? AND income_gl_id = ? AND office_id = ?",
|
||||
Integer.class, financialYear, incomeGlId, officeId);
|
||||
if (existing != null && existing > 0) {
|
||||
if (strict) {
|
||||
throw new PlatformDataIntegrityException("error.msg.incomeprofit.already.posted",
|
||||
incomeGl.get("name") + " has already been closed to profit for " + financialYear + ".");
|
||||
}
|
||||
out.put("posted", false);
|
||||
out.put("reason", "Already closed for " + financialYear);
|
||||
return out;
|
||||
}
|
||||
|
||||
final BigDecimal balance = balanceOf(incomeGlId, range);
|
||||
if (balance.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
if (strict) {
|
||||
throw new PlatformDataIntegrityException("error.msg.incomeprofit.nothing.to.post",
|
||||
"There is no income in " + incomeGl.get("name") + " to close for " + financialYear + ".");
|
||||
}
|
||||
out.put("posted", false);
|
||||
out.put("reason", "No income to close for " + financialYear);
|
||||
return out;
|
||||
}
|
||||
|
||||
final int entryCount = entryCountOf(incomeGlId, range);
|
||||
final String currencyCode = resolveCurrency(incomeGlId);
|
||||
final LocalDateTime now = LocalDateTime.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
final LocalDate postingDate = range[1];
|
||||
final String txnId = "YEPROFIT-" + System.nanoTime();
|
||||
final String desc = "Year-end closing " + financialYear + " — " + incomeGl.get("name") + " to profit"
|
||||
+ (note != null ? " | " + note : "");
|
||||
|
||||
insertEntry(officeId, incomeGlId, DEBIT, balance, txnId, postingDate, userId, now, currencyCode, desc);
|
||||
insertEntry(officeId, profitGlId, CREDIT, balance, txnId, postingDate, userId, now, currencyCode,
|
||||
"Profit for " + financialYear + " from " + incomeGl.get("name"));
|
||||
|
||||
jdbcTemplate.update(
|
||||
"INSERT INTO m_income_profit_transfer "
|
||||
+ "(financial_year, income_gl_id, profit_gl_id, office_id, from_date, to_date, amount, entry_count, "
|
||||
+ " currency_code, gl_transaction_id, posted_on_date, posted_by_user, posted_by_name, note) "
|
||||
+ "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)",
|
||||
financialYear, incomeGlId, profitGlId, officeId, java.sql.Date.valueOf(range[0]), java.sql.Date.valueOf(range[1]), balance,
|
||||
entryCount, currencyCode, txnId, java.sql.Date.valueOf(postingDate), userId, userName, note);
|
||||
|
||||
log.info("Year-end profit posting: {} {} from {} to {} for {}", balance, currencyCode, incomeGl.get("name"), profitGl.get("name"),
|
||||
financialYear);
|
||||
|
||||
out.put("posted", true);
|
||||
out.put("amountPostedToProfit", balance);
|
||||
out.put("entryCount", entryCount);
|
||||
out.put("postedOnDate", postingDate.toString());
|
||||
out.put("glTransactionId", txnId);
|
||||
out.put("currency", currencyCode);
|
||||
out.put("message", balance + " " + currencyCode + " posted to " + profitGl.get("name") + " for " + financialYear + ".");
|
||||
return out;
|
||||
}
|
||||
|
||||
/**
|
||||
* Closes EVERY income and expense GL into Bank Profit for the year, leaving the equity GL holding the year's real
|
||||
* net profit.
|
||||
*
|
||||
* <pre>
|
||||
* each income GL: Dr Income GL Cr Bank Profit (income raises profit)
|
||||
* each expense GL: Dr Bank Profit Cr Expense GL (expense reduces profit)
|
||||
* </pre>
|
||||
*
|
||||
* {@link #postToProfit} closes one named income GL and is what the legacy share-entry-fee job calls; this closes
|
||||
* the whole P&L, which is what an actual year-end close is. Anything reading Bank Profit as "the year's profit" —
|
||||
* the share dividend declaration in particular — depends on this having run, because a partial close leaves the
|
||||
* profit split across two places and understates it.
|
||||
*
|
||||
* Each GL still gets its own m_income_profit_transfer row, so the same "once per year per GL" guard applies: a
|
||||
* re-run after new GL accounts appear closes only the ones not yet closed, and never double-posts one that was.
|
||||
* Accounts with a nil balance are skipped rather than posted as zero entries.
|
||||
*/
|
||||
@Transactional
|
||||
public Map<String, Object> closeAllToProfit(final String financialYear, final Long userId, final String userName, final String note,
|
||||
final boolean strict) {
|
||||
|
||||
final Map<String, Object> profitGl = loadGlByCode(PROFIT_GL_CODE);
|
||||
final Long profitGlId = toLong(profitGl.get("id"));
|
||||
final LocalDate[] range = financialYearRange(financialYear);
|
||||
final Long officeId = headOfficeId();
|
||||
|
||||
// 4 = INCOME, 5 = EXPENSE (GLAccountType). Disabled accounts are excluded: they can hold a
|
||||
// historical balance but must not attract new postings.
|
||||
final List<Map<String, Object>> plAccounts = jdbcTemplate.queryForList(
|
||||
"SELECT id, gl_code, name, classification_enum FROM acc_gl_account "
|
||||
+ " WHERE classification_enum IN (4, 5) AND disabled = false ORDER BY classification_enum, gl_code");
|
||||
|
||||
final List<Map<String, Object>> closed = new ArrayList<>();
|
||||
final List<Map<String, Object>> skipped = new ArrayList<>();
|
||||
BigDecimal totalIncome = BigDecimal.ZERO;
|
||||
BigDecimal totalExpense = BigDecimal.ZERO;
|
||||
|
||||
for (final Map<String, Object> gl : plAccounts) {
|
||||
final Long glId = toLong(gl.get("id"));
|
||||
final boolean isIncome = ((Number) gl.get("classification_enum")).intValue() == 4;
|
||||
|
||||
final Integer existing = jdbcTemplate.queryForObject(
|
||||
"SELECT COUNT(*) FROM m_income_profit_transfer WHERE financial_year = ? AND income_gl_id = ? AND office_id = ?",
|
||||
Integer.class, financialYear, glId, officeId);
|
||||
if (existing != null && existing > 0) {
|
||||
skipped.add(skipRow(gl, "Already closed for " + financialYear));
|
||||
continue;
|
||||
}
|
||||
|
||||
// balanceOf returns credit-less-debit. For an income GL that is the income earned; for an
|
||||
// expense GL the natural balance is a debit, so the same figure comes back negative and
|
||||
// is flipped here to read as a positive expense.
|
||||
final BigDecimal rawBalance = balanceOf(glId, range);
|
||||
final BigDecimal balance = isIncome ? rawBalance : rawBalance.negate();
|
||||
if (balance.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
skipped.add(skipRow(gl, "Nothing to close for " + financialYear));
|
||||
continue;
|
||||
}
|
||||
|
||||
final int entryCount = entryCountOf(glId, range);
|
||||
final String currencyCode = resolveCurrency(glId);
|
||||
final LocalDateTime now = LocalDateTime.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
final LocalDate postingDate = range[1];
|
||||
final String txnId = "YECLOSE-" + financialYear + "-" + gl.get("gl_code") + "-" + System.nanoTime();
|
||||
final String descr = "Year-end closing " + financialYear + " — " + gl.get("name") + " to profit"
|
||||
+ (note != null ? " | " + note : "");
|
||||
|
||||
if (isIncome) {
|
||||
insertEntry(officeId, glId, DEBIT, balance, txnId, postingDate, userId, now, currencyCode, descr);
|
||||
insertEntry(officeId, profitGlId, CREDIT, balance, txnId, postingDate, userId, now, currencyCode,
|
||||
"Profit for " + financialYear + " from " + gl.get("name"));
|
||||
totalIncome = totalIncome.add(balance);
|
||||
} else {
|
||||
insertEntry(officeId, glId, CREDIT, balance, txnId, postingDate, userId, now, currencyCode, descr);
|
||||
insertEntry(officeId, profitGlId, DEBIT, balance, txnId, postingDate, userId, now, currencyCode,
|
||||
"Expense for " + financialYear + " from " + gl.get("name"));
|
||||
totalExpense = totalExpense.add(balance);
|
||||
}
|
||||
|
||||
jdbcTemplate.update("INSERT INTO m_income_profit_transfer "
|
||||
+ "(financial_year, income_gl_id, profit_gl_id, office_id, from_date, to_date, amount, entry_count, "
|
||||
+ " currency_code, gl_transaction_id, posted_on_date, posted_by_user, posted_by_name, note) "
|
||||
+ "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)", financialYear, glId, profitGlId, officeId,
|
||||
java.sql.Date.valueOf(range[0]), java.sql.Date.valueOf(range[1]), balance, entryCount, currencyCode, txnId,
|
||||
java.sql.Date.valueOf(postingDate), userId, userName, note);
|
||||
|
||||
final Map<String, Object> row = new LinkedHashMap<>();
|
||||
row.put("glCode", gl.get("gl_code"));
|
||||
row.put("glName", gl.get("name"));
|
||||
row.put("type", isIncome ? "INCOME" : "EXPENSE");
|
||||
row.put("amount", balance);
|
||||
row.put("entryCount", entryCount);
|
||||
row.put("glTransactionId", txnId);
|
||||
closed.add(row);
|
||||
}
|
||||
|
||||
if (closed.isEmpty() && strict) {
|
||||
throw new PlatformDataIntegrityException("error.msg.incomeprofit.nothing.to.close",
|
||||
"There is nothing left to close to profit for " + financialYear + ".");
|
||||
}
|
||||
|
||||
final BigDecimal netProfit = totalIncome.subtract(totalExpense);
|
||||
log.info("Year-end close {}: income {}, expense {}, net profit {} posted to {}", financialYear, totalIncome, totalExpense,
|
||||
netProfit, profitGl.get("name"));
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("financialYear", financialYear);
|
||||
out.put("fromDate", range[0].toString());
|
||||
out.put("toDate", range[1].toString());
|
||||
out.put("profitGlCode", profitGl.get("gl_code"));
|
||||
out.put("profitGlName", profitGl.get("name"));
|
||||
out.put("totalIncomeClosed", totalIncome);
|
||||
out.put("totalExpenseClosed", totalExpense);
|
||||
out.put("netProfitPosted", netProfit);
|
||||
out.put("accountsClosed", closed);
|
||||
out.put("accountsSkipped", skipped);
|
||||
out.put("message", closed.size() + " account(s) closed to " + profitGl.get("name") + " for " + financialYear + "; net profit "
|
||||
+ netProfit + ".");
|
||||
return out;
|
||||
}
|
||||
|
||||
private Map<String, Object> skipRow(final Map<String, Object> gl, final String reason) {
|
||||
final Map<String, Object> row = new LinkedHashMap<>();
|
||||
row.put("glCode", gl.get("gl_code"));
|
||||
row.put("glName", gl.get("name"));
|
||||
row.put("reason", reason);
|
||||
return row;
|
||||
}
|
||||
|
||||
/**
|
||||
* The year's profit as it stands in the Bank Profit equity GL — what a dividend may be declared out of once the
|
||||
* year has been closed.
|
||||
*
|
||||
* Only entries dated inside the financial year count, so each year's profit is separable rather than being one
|
||||
* ever-growing equity balance. Returns zero (not an error) when the year has not been closed yet; callers decide
|
||||
* whether that is a blocking condition.
|
||||
*/
|
||||
public BigDecimal profitForFinancialYear(final String financialYear) {
|
||||
final LocalDate[] range = financialYearRange(financialYear);
|
||||
final Map<String, Object> profitGl = loadGlByCode(PROFIT_GL_CODE);
|
||||
final BigDecimal balance = jdbcTemplate.queryForObject(
|
||||
"SELECT COALESCE(SUM(CASE WHEN type_enum = ? THEN amount ELSE -amount END), 0) "
|
||||
+ " FROM acc_gl_journal_entry WHERE account_id = ? AND reversed = false AND entry_date BETWEEN ? AND ?",
|
||||
BigDecimal.class, CREDIT, toLong(profitGl.get("id")), java.sql.Date.valueOf(range[0]), java.sql.Date.valueOf(range[1]));
|
||||
return balance == null ? BigDecimal.ZERO : balance;
|
||||
}
|
||||
|
||||
/** Whether the year's P&L has been closed into Bank Profit at all. */
|
||||
public boolean isYearClosed(final String financialYear) {
|
||||
final Integer count = jdbcTemplate.queryForObject("SELECT COUNT(*) FROM m_income_profit_transfer WHERE financial_year = ?",
|
||||
Integer.class, financialYear);
|
||||
return count != null && count > 0;
|
||||
}
|
||||
|
||||
/** Net credit balance sitting in the income GL for the year. */
|
||||
public BigDecimal balanceOf(final Long incomeGlId, final LocalDate[] range) {
|
||||
final BigDecimal balance = jdbcTemplate.queryForObject(
|
||||
"SELECT COALESCE(SUM(CASE WHEN type_enum = ? THEN amount ELSE -amount END), 0) "
|
||||
+ " FROM acc_gl_journal_entry WHERE account_id = ? AND reversed = false " + " AND entry_date BETWEEN ? AND ?",
|
||||
BigDecimal.class, CREDIT, incomeGlId, java.sql.Date.valueOf(range[0]), java.sql.Date.valueOf(range[1]));
|
||||
return balance == null ? BigDecimal.ZERO : balance;
|
||||
}
|
||||
|
||||
/** How many fee postings made up that balance. */
|
||||
public int entryCountOf(final Long incomeGlId, final LocalDate[] range) {
|
||||
final Integer count = jdbcTemplate.queryForObject(
|
||||
"SELECT COUNT(*) FROM acc_gl_journal_entry WHERE account_id = ? AND reversed = false "
|
||||
+ " AND type_enum = ? AND entry_date BETWEEN ? AND ?",
|
||||
Integer.class, incomeGlId, CREDIT, java.sql.Date.valueOf(range[0]), java.sql.Date.valueOf(range[1]));
|
||||
return count == null ? 0 : count;
|
||||
}
|
||||
|
||||
/** Indian financial year label for today, e.g. "2026-27" for 19 Aug 2026. */
|
||||
public String currentFinancialYear() {
|
||||
final LocalDate today = DateUtils.getBusinessLocalDate();
|
||||
final int startYear = today.getMonthValue() >= 4 ? today.getYear() : today.getYear() - 1;
|
||||
return startYear + "-" + String.format("%02d", (startYear + 1) % 100);
|
||||
}
|
||||
|
||||
/** 1 April to 31 March for a "YYYY-YY" label. */
|
||||
public LocalDate[] financialYearRange(final String financialYear) {
|
||||
try {
|
||||
final int startYear = Integer.parseInt(financialYear.substring(0, 4));
|
||||
return new LocalDate[] { LocalDate.of(startYear, 4, 1), LocalDate.of(startYear + 1, 3, 31) };
|
||||
} catch (RuntimeException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.incomeprofit.year.invalid",
|
||||
"financialYear must look like 2026-27. Received: " + financialYear);
|
||||
}
|
||||
}
|
||||
|
||||
public Map<String, Object> loadGlByCode(final String glCode) {
|
||||
try {
|
||||
return jdbcTemplate.queryForMap("SELECT id, gl_code, name, classification_enum FROM acc_gl_account WHERE gl_code = ?", glCode);
|
||||
} catch (EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.incomeprofit.gl.not.found", "GL account " + glCode + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
public Long headOfficeId() {
|
||||
return jdbcTemplate.queryForObject("SELECT id FROM m_office ORDER BY hierarchy LIMIT 1", Long.class);
|
||||
}
|
||||
|
||||
private String resolveCurrency(final Long glAccountId) {
|
||||
try {
|
||||
final String code = jdbcTemplate.queryForObject(
|
||||
"SELECT currency_code FROM acc_gl_journal_entry WHERE account_id = ? ORDER BY id DESC LIMIT 1", String.class,
|
||||
glAccountId);
|
||||
return code == null ? "INR" : code;
|
||||
} catch (EmptyResultDataAccessException e) {
|
||||
return "INR";
|
||||
}
|
||||
}
|
||||
|
||||
private void insertEntry(final Long officeId, final Long glAccountId, final int typeEnum, final BigDecimal amount, final String txnId,
|
||||
final LocalDate entryDate, final Long userId, final LocalDateTime now, final String currencyCode, final String description) {
|
||||
jdbcTemplate.update(
|
||||
"INSERT INTO acc_gl_journal_entry " + "(account_id, office_id, currency_code, transaction_id, reversed, manual_entry, "
|
||||
+ " entry_date, type_enum, amount, description, "
|
||||
+ " created_by, last_modified_by, created_date, lastmodified_date, "
|
||||
+ " is_running_balance_calculated, office_running_balance, "
|
||||
+ " organization_running_balance, submitted_on_date, transaction_date, " + " created_on_utc, last_modified_on_utc) "
|
||||
+ "VALUES (?,?,?,?,false,true,?,?,?,?,?,?,?,?,false,0,0,?,?,?,?)",
|
||||
glAccountId, officeId, currencyCode, txnId, java.sql.Date.valueOf(entryDate), typeEnum, amount, description, userId, userId,
|
||||
now, now, java.sql.Date.valueOf(entryDate), java.sql.Date.valueOf(entryDate), now.atOffset(ZoneOffset.UTC),
|
||||
now.atOffset(ZoneOffset.UTC));
|
||||
}
|
||||
|
||||
private Long toLong(final Object o) {
|
||||
return o instanceof Number ? ((Number) o).longValue() : null;
|
||||
}
|
||||
}
|
||||
-104
@@ -1,104 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.api;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.Parameter;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.POST;
|
||||
import jakarta.ws.rs.PUT;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.util.Collection;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.organisation.agent.data.AgentData;
|
||||
import org.apache.fineract.organisation.agent.service.AgentReadPlatformService;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/v1/dds/agents")
|
||||
@Component
|
||||
@Tag(name = "DDS Agents", description = "A DDS collection agent - either a person or, at the top of the hierarchy, the bank itself - with its own settlement savings account and guarantors.")
|
||||
@RequiredArgsConstructor
|
||||
public class AgentsApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "AGENT";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final AgentReadPlatformService readPlatformService;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
|
||||
@GET
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve DDS Agents", description = "Returns the list of DDS agents.")
|
||||
public Collection<AgentData> retrieveAll() {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveAll();
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("{agentId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve a DDS Agent", description = "Returns the details of a DDS agent, including its guarantors.")
|
||||
public AgentData retrieveOne(@PathParam("agentId") @Parameter(description = "agentId") final Long agentId) {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveOne(agentId);
|
||||
}
|
||||
|
||||
@POST
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Create a DDS Agent", description = "Mandatory fields: clientId, agentNameId, agentAddress1, agentCity, "
|
||||
+ "agentPinCode, agentSavingAccountType, agentSavingAccountNo, agentOpeningDate, agentBirthDate, homeBranch, "
|
||||
+ "savingBranch, tdsApplicable, commissionCalculation\n" + "\n"
|
||||
+ "Optional fields: agentAddress2, agentTelephone, agentOpeningBalance, tdsPercent, transferBranch, "
|
||||
+ "transferAmountAccountType, transferAccountNo, limit, machineRent, agentSecurityBranch, agentSecurityAccountType, "
|
||||
+ "agentSecurityAccountNo, otherCommission, agentDeposit, festivalAdvance, otherDeduction, limits, guarantors")
|
||||
public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.createAgent() //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
|
||||
@PUT
|
||||
@Path("{agentId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Update a DDS Agent", description = "Updates the details of a DDS agent.")
|
||||
public CommandProcessingResult update(@PathParam("agentId") @Parameter(description = "agentId") final Long agentId,
|
||||
@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.updateAgent(agentId) //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
}
|
||||
-36
@@ -1,36 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.domain;
|
||||
|
||||
import java.util.List;
|
||||
import java.util.Optional;
|
||||
import org.springframework.data.jpa.repository.JpaRepository;
|
||||
import org.springframework.data.jpa.repository.Query;
|
||||
import org.springframework.data.repository.query.Param;
|
||||
|
||||
public interface AgentRepository extends JpaRepository<Agent, Long> {
|
||||
|
||||
@Query("select coalesce(max(cast(substring(a.agentCode, 3) as long)), 0) from Agent a where a.agentCode like 'AG%'")
|
||||
Long retrieveMaxAgentCodeSuffix();
|
||||
|
||||
Optional<Agent> findByAgentCode(String agentCode);
|
||||
|
||||
@Query("select a from Agent a where a.id between :agentFrom and :agentTo")
|
||||
List<Agent> findBetweenIds(@Param("agentFrom") Long agentFrom, @Param("agentTo") Long agentTo);
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.organisation.agent.service.AgentWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "AGENT", action = "CREATE")
|
||||
public class CreateAgentCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final AgentWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public CreateAgentCommandHandler(final AgentWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.createAgent(command);
|
||||
}
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.organisation.agent.service.AgentWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "AGENT", action = "UPDATE")
|
||||
public class UpdateAgentCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final AgentWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public UpdateAgentCommandHandler(final AgentWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.updateAgent(command.entityId(), command);
|
||||
}
|
||||
}
|
||||
-409
@@ -1,409 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.serialization;
|
||||
|
||||
import com.google.gson.JsonElement;
|
||||
import com.google.gson.JsonObject;
|
||||
import com.google.gson.reflect.TypeToken;
|
||||
import java.lang.reflect.Type;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Arrays;
|
||||
import java.util.HashSet;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import java.util.Set;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.data.ApiParameterError;
|
||||
import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
|
||||
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
/**
|
||||
* Validates create/update commands for an Agent - the DDS collection agent. As of 2026-08-24, Agent
|
||||
* does the daily collection work directly (the SubAgent tier was removed), so this deserializer carries
|
||||
* the collection/commission/limit/security-account fields SubAgent used to own, alongside Agent's
|
||||
* original identity/settlement-account fields.
|
||||
*/
|
||||
@Component
|
||||
public final class AgentCommandFromApiJsonDeserializer {
|
||||
|
||||
public static final String CLIENT_ID = "clientId";
|
||||
public static final String AGENT_NAME_ID = "agentNameId";
|
||||
public static final String AGENT_ADDRESS1 = "agentAddress1";
|
||||
public static final String AGENT_ADDRESS2 = "agentAddress2";
|
||||
public static final String AGENT_CITY = "agentCity";
|
||||
public static final String AGENT_PINCODE = "agentPinCode";
|
||||
public static final String AGENT_TELEPHONE = "agentTelephone";
|
||||
public static final String AGENT_SAVING_ACCOUNT_TYPE = "agentSavingAccountType";
|
||||
public static final String AGENT_SAVING_ACCOUNT_NO = "agentSavingAccountNo";
|
||||
public static final String AGENT_OPENING_DATE = "agentOpeningDate";
|
||||
public static final String AGENT_BIRTH_DATE = "agentBirthDate";
|
||||
public static final String AGENT_OPENING_BALANCE = "agentOpeningBalance";
|
||||
public static final String HOME_BRANCH = "homeBranch";
|
||||
public static final String SAVING_BRANCH = "savingBranch";
|
||||
public static final String TDS_APPLICABLE = "tdsApplicable";
|
||||
public static final String TDS_PERCENT = "tdsPercent";
|
||||
public static final String TRANSFER_BRANCH = "transferBranch";
|
||||
public static final String TRANSFER_AMOUNT_ACCOUNT_TYPE = "transferAmountAccountType";
|
||||
public static final String TRANSFER_ACCOUNT_NO = "transferAccountNo";
|
||||
public static final String COMMISSION_CALCULATION = "commissionCalculation";
|
||||
public static final String LIMIT = "limit";
|
||||
public static final String MACHINE_RENT = "machineRent";
|
||||
public static final String AGENT_SECURITY_BRANCH = "agentSecurityBranch";
|
||||
public static final String AGENT_SECURITY_ACCOUNT_TYPE = "agentSecurityAccountType";
|
||||
public static final String AGENT_SECURITY_ACCOUNT_NO = "agentSecurityAccountNo";
|
||||
public static final String OTHER_COMMISSION = "otherCommission";
|
||||
public static final String AGENT_DEPOSIT = "agentDeposit";
|
||||
public static final String FESTIVAL_ADVANCE = "festivalAdvance";
|
||||
public static final String OTHER_DEDUCTION = "otherDeduction";
|
||||
public static final String LIMITS = "limits";
|
||||
public static final String GUARANTORS = "guarantors";
|
||||
public static final String DATE_FORMAT = "dateFormat";
|
||||
public static final String LOCALE = "locale";
|
||||
|
||||
private static final String GUARANTOR_CLIENT_ID = "clientId";
|
||||
private static final String GUARANTOR_NAME = "guarantorName";
|
||||
private static final String GUARANTOR_ADDRESS1 = "address1";
|
||||
private static final String GUARANTOR_ADDRESS2 = "address2";
|
||||
private static final String GUARANTOR_CITY = "city";
|
||||
private static final String GUARANTOR_PINCODE = "pinCode";
|
||||
private static final String GUARANTOR_TELEPHONE = "telephone";
|
||||
|
||||
private static final Set<String> SUPPORTED_PARAMETERS = new HashSet<>(Arrays.asList(CLIENT_ID, AGENT_NAME_ID, AGENT_ADDRESS1,
|
||||
AGENT_ADDRESS2, AGENT_CITY, AGENT_PINCODE, AGENT_TELEPHONE, AGENT_SAVING_ACCOUNT_TYPE, AGENT_SAVING_ACCOUNT_NO,
|
||||
AGENT_OPENING_DATE, AGENT_BIRTH_DATE, AGENT_OPENING_BALANCE, HOME_BRANCH, SAVING_BRANCH, TDS_APPLICABLE, TDS_PERCENT,
|
||||
TRANSFER_BRANCH, TRANSFER_AMOUNT_ACCOUNT_TYPE, TRANSFER_ACCOUNT_NO, COMMISSION_CALCULATION, LIMIT, MACHINE_RENT,
|
||||
AGENT_SECURITY_BRANCH, AGENT_SECURITY_ACCOUNT_TYPE, AGENT_SECURITY_ACCOUNT_NO, OTHER_COMMISSION, AGENT_DEPOSIT,
|
||||
FESTIVAL_ADVANCE, OTHER_DEDUCTION, LIMITS, GUARANTORS, DATE_FORMAT, LOCALE));
|
||||
|
||||
private static final Set<String> SUPPORTED_LIMIT_PARAMETERS = new HashSet<>(Arrays.asList("fromDate", "toDate", "limit"));
|
||||
|
||||
private static final Set<String> SUPPORTED_GUARANTOR_PARAMETERS = new HashSet<>(Arrays.asList(GUARANTOR_CLIENT_ID, GUARANTOR_NAME,
|
||||
GUARANTOR_ADDRESS1, GUARANTOR_ADDRESS2, GUARANTOR_CITY, GUARANTOR_PINCODE, GUARANTOR_TELEPHONE));
|
||||
|
||||
private final FromJsonHelper fromApiJsonHelper;
|
||||
|
||||
@Autowired
|
||||
public AgentCommandFromApiJsonDeserializer(final FromJsonHelper fromApiJsonHelper) {
|
||||
this.fromApiJsonHelper = fromApiJsonHelper;
|
||||
}
|
||||
|
||||
public void validateForCreate(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, SUPPORTED_PARAMETERS);
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder baseDataValidator = new DataValidatorBuilder(dataValidationErrors).resource("agent");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
final Long clientId = this.fromApiJsonHelper.extractLongNamed(CLIENT_ID, element);
|
||||
baseDataValidator.reset().parameter(CLIENT_ID).value(clientId).notNull().integerGreaterThanZero();
|
||||
|
||||
final String agentName = this.fromApiJsonHelper.extractStringNamed(AGENT_NAME_ID, element);
|
||||
baseDataValidator.reset().parameter(AGENT_NAME_ID).value(agentName).notBlank().notExceedingLengthOf(100);
|
||||
|
||||
final String agentAddress1 = this.fromApiJsonHelper.extractStringNamed(AGENT_ADDRESS1, element);
|
||||
baseDataValidator.reset().parameter(AGENT_ADDRESS1).value(agentAddress1).notBlank().notExceedingLengthOf(200);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_ADDRESS2, element)) {
|
||||
final String agentAddress2 = this.fromApiJsonHelper.extractStringNamed(AGENT_ADDRESS2, element);
|
||||
baseDataValidator.reset().parameter(AGENT_ADDRESS2).value(agentAddress2).ignoreIfNull().notExceedingLengthOf(200);
|
||||
}
|
||||
|
||||
final String agentCity = this.fromApiJsonHelper.extractStringNamed(AGENT_CITY, element);
|
||||
baseDataValidator.reset().parameter(AGENT_CITY).value(agentCity).notBlank().notExceedingLengthOf(100);
|
||||
|
||||
final String agentPinCode = this.fromApiJsonHelper.extractStringNamed(AGENT_PINCODE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_PINCODE).value(agentPinCode).notBlank().notExceedingLengthOf(20);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_TELEPHONE, element)) {
|
||||
final String agentTelephone = this.fromApiJsonHelper.extractStringNamed(AGENT_TELEPHONE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_TELEPHONE).value(agentTelephone).ignoreIfNull().notExceedingLengthOf(20);
|
||||
}
|
||||
|
||||
final String agentSavingAccountType = this.fromApiJsonHelper.extractStringNamed(AGENT_SAVING_ACCOUNT_TYPE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_SAVING_ACCOUNT_TYPE).value(agentSavingAccountType).notBlank()
|
||||
.notExceedingLengthOf(100);
|
||||
|
||||
final String agentSavingAccountNo = this.fromApiJsonHelper.extractStringNamed(AGENT_SAVING_ACCOUNT_NO, element);
|
||||
baseDataValidator.reset().parameter(AGENT_SAVING_ACCOUNT_NO).value(agentSavingAccountNo).notBlank().notExceedingLengthOf(50);
|
||||
|
||||
final var agentOpeningDate = this.fromApiJsonHelper.extractLocalDateNamed(AGENT_OPENING_DATE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_OPENING_DATE).value(agentOpeningDate).notNull();
|
||||
|
||||
final var agentBirthDate = this.fromApiJsonHelper.extractLocalDateNamed(AGENT_BIRTH_DATE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_BIRTH_DATE).value(agentBirthDate).notNull();
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_OPENING_BALANCE, element)) {
|
||||
final var agentOpeningBalance = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(AGENT_OPENING_BALANCE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_OPENING_BALANCE).value(agentOpeningBalance).ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
|
||||
final String homeBranch = this.fromApiJsonHelper.extractStringNamed(HOME_BRANCH, element);
|
||||
baseDataValidator.reset().parameter(HOME_BRANCH).value(homeBranch).notBlank().notExceedingLengthOf(100);
|
||||
|
||||
final String savingBranch = this.fromApiJsonHelper.extractStringNamed(SAVING_BRANCH, element);
|
||||
baseDataValidator.reset().parameter(SAVING_BRANCH).value(savingBranch).notBlank().notExceedingLengthOf(100);
|
||||
|
||||
baseDataValidator.reset().parameter(TDS_APPLICABLE).trueOrFalseRequired(this.fromApiJsonHelper.extractStringNamed(TDS_APPLICABLE,
|
||||
element));
|
||||
baseDataValidator.reset().parameter(COMMISSION_CALCULATION)
|
||||
.trueOrFalseRequired(this.fromApiJsonHelper.extractStringNamed(COMMISSION_CALCULATION, element));
|
||||
|
||||
validateOptionalStrings(element, baseDataValidator);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(LIMITS, element)) {
|
||||
validateLimits(element.getAsJsonObject(), dataValidationErrors);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(GUARANTORS, element)) {
|
||||
validateGuarantors(element.getAsJsonObject(), dataValidationErrors);
|
||||
}
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
public void validateForUpdate(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, SUPPORTED_PARAMETERS);
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder baseDataValidator = new DataValidatorBuilder(dataValidationErrors).resource("agent");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(CLIENT_ID, element)) {
|
||||
final Long clientId = this.fromApiJsonHelper.extractLongNamed(CLIENT_ID, element);
|
||||
baseDataValidator.reset().parameter(CLIENT_ID).value(clientId).notNull().integerGreaterThanZero();
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_NAME_ID, element)) {
|
||||
final String agentName = this.fromApiJsonHelper.extractStringNamed(AGENT_NAME_ID, element);
|
||||
baseDataValidator.reset().parameter(AGENT_NAME_ID).value(agentName).notBlank().notExceedingLengthOf(100);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_ADDRESS1, element)) {
|
||||
final String agentAddress1 = this.fromApiJsonHelper.extractStringNamed(AGENT_ADDRESS1, element);
|
||||
baseDataValidator.reset().parameter(AGENT_ADDRESS1).value(agentAddress1).notBlank().notExceedingLengthOf(200);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_ADDRESS2, element)) {
|
||||
final String agentAddress2 = this.fromApiJsonHelper.extractStringNamed(AGENT_ADDRESS2, element);
|
||||
baseDataValidator.reset().parameter(AGENT_ADDRESS2).value(agentAddress2).ignoreIfNull().notExceedingLengthOf(200);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_CITY, element)) {
|
||||
final String agentCity = this.fromApiJsonHelper.extractStringNamed(AGENT_CITY, element);
|
||||
baseDataValidator.reset().parameter(AGENT_CITY).value(agentCity).notBlank().notExceedingLengthOf(100);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_PINCODE, element)) {
|
||||
final String agentPinCode = this.fromApiJsonHelper.extractStringNamed(AGENT_PINCODE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_PINCODE).value(agentPinCode).notBlank().notExceedingLengthOf(20);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_TELEPHONE, element)) {
|
||||
final String agentTelephone = this.fromApiJsonHelper.extractStringNamed(AGENT_TELEPHONE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_TELEPHONE).value(agentTelephone).ignoreIfNull().notExceedingLengthOf(20);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_SAVING_ACCOUNT_TYPE, element)) {
|
||||
final String agentSavingAccountType = this.fromApiJsonHelper.extractStringNamed(AGENT_SAVING_ACCOUNT_TYPE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_SAVING_ACCOUNT_TYPE).value(agentSavingAccountType).notBlank()
|
||||
.notExceedingLengthOf(100);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_SAVING_ACCOUNT_NO, element)) {
|
||||
final String agentSavingAccountNo = this.fromApiJsonHelper.extractStringNamed(AGENT_SAVING_ACCOUNT_NO, element);
|
||||
baseDataValidator.reset().parameter(AGENT_SAVING_ACCOUNT_NO).value(agentSavingAccountNo).notBlank().notExceedingLengthOf(50);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_OPENING_DATE, element)) {
|
||||
final var agentOpeningDate = this.fromApiJsonHelper.extractLocalDateNamed(AGENT_OPENING_DATE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_OPENING_DATE).value(agentOpeningDate).notNull();
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_BIRTH_DATE, element)) {
|
||||
final var agentBirthDate = this.fromApiJsonHelper.extractLocalDateNamed(AGENT_BIRTH_DATE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_BIRTH_DATE).value(agentBirthDate).notNull();
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_OPENING_BALANCE, element)) {
|
||||
final var agentOpeningBalance = this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(AGENT_OPENING_BALANCE, element);
|
||||
baseDataValidator.reset().parameter(AGENT_OPENING_BALANCE).value(agentOpeningBalance).ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(HOME_BRANCH, element)) {
|
||||
final String homeBranch = this.fromApiJsonHelper.extractStringNamed(HOME_BRANCH, element);
|
||||
baseDataValidator.reset().parameter(HOME_BRANCH).value(homeBranch).notBlank().notExceedingLengthOf(100);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(SAVING_BRANCH, element)) {
|
||||
final String savingBranch = this.fromApiJsonHelper.extractStringNamed(SAVING_BRANCH, element);
|
||||
baseDataValidator.reset().parameter(SAVING_BRANCH).value(savingBranch).notBlank().notExceedingLengthOf(100);
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(TDS_APPLICABLE, element)) {
|
||||
baseDataValidator.reset().parameter(TDS_APPLICABLE)
|
||||
.trueOrFalseRequired(this.fromApiJsonHelper.extractStringNamed(TDS_APPLICABLE, element));
|
||||
}
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(COMMISSION_CALCULATION, element)) {
|
||||
baseDataValidator.reset().parameter(COMMISSION_CALCULATION)
|
||||
.trueOrFalseRequired(this.fromApiJsonHelper.extractStringNamed(COMMISSION_CALCULATION, element));
|
||||
}
|
||||
|
||||
validateOptionalStrings(element, baseDataValidator);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists(LIMITS, element)) {
|
||||
validateLimits(element.getAsJsonObject(), dataValidationErrors);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(GUARANTORS, element)) {
|
||||
validateGuarantors(element.getAsJsonObject(), dataValidationErrors);
|
||||
}
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
private void validateOptionalStrings(final JsonElement element, final DataValidatorBuilder v) {
|
||||
if (this.fromApiJsonHelper.parameterExists(TDS_PERCENT, element)) {
|
||||
v.reset().parameter(TDS_PERCENT).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(TDS_PERCENT, element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(TRANSFER_BRANCH, element)) {
|
||||
v.reset().parameter(TRANSFER_BRANCH).value(this.fromApiJsonHelper.extractStringNamed(TRANSFER_BRANCH, element))
|
||||
.ignoreIfNull().notExceedingLengthOf(100);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(TRANSFER_AMOUNT_ACCOUNT_TYPE, element)) {
|
||||
v.reset().parameter(TRANSFER_AMOUNT_ACCOUNT_TYPE)
|
||||
.value(this.fromApiJsonHelper.extractStringNamed(TRANSFER_AMOUNT_ACCOUNT_TYPE, element)).ignoreIfNull()
|
||||
.notExceedingLengthOf(100);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(TRANSFER_ACCOUNT_NO, element)) {
|
||||
v.reset().parameter(TRANSFER_ACCOUNT_NO).value(this.fromApiJsonHelper.extractStringNamed(TRANSFER_ACCOUNT_NO, element))
|
||||
.ignoreIfNull().notExceedingLengthOf(50);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(LIMIT, element)) {
|
||||
v.reset().parameter(LIMIT).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(LIMIT, element)).ignoreIfNull()
|
||||
.zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(MACHINE_RENT, element)) {
|
||||
v.reset().parameter(MACHINE_RENT).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(MACHINE_RENT, element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_SECURITY_BRANCH, element)) {
|
||||
v.reset().parameter(AGENT_SECURITY_BRANCH).value(this.fromApiJsonHelper.extractStringNamed(AGENT_SECURITY_BRANCH, element))
|
||||
.ignoreIfNull().notExceedingLengthOf(100);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_SECURITY_ACCOUNT_TYPE, element)) {
|
||||
v.reset().parameter(AGENT_SECURITY_ACCOUNT_TYPE)
|
||||
.value(this.fromApiJsonHelper.extractStringNamed(AGENT_SECURITY_ACCOUNT_TYPE, element)).ignoreIfNull()
|
||||
.notExceedingLengthOf(100);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_SECURITY_ACCOUNT_NO, element)) {
|
||||
v.reset().parameter(AGENT_SECURITY_ACCOUNT_NO)
|
||||
.value(this.fromApiJsonHelper.extractStringNamed(AGENT_SECURITY_ACCOUNT_NO, element)).ignoreIfNull()
|
||||
.notExceedingLengthOf(50);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(OTHER_COMMISSION, element)) {
|
||||
v.reset().parameter(OTHER_COMMISSION).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(OTHER_COMMISSION, element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(AGENT_DEPOSIT, element)) {
|
||||
v.reset().parameter(AGENT_DEPOSIT).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(AGENT_DEPOSIT, element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(FESTIVAL_ADVANCE, element)) {
|
||||
v.reset().parameter(FESTIVAL_ADVANCE).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(FESTIVAL_ADVANCE, element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists(OTHER_DEDUCTION, element)) {
|
||||
v.reset().parameter(OTHER_DEDUCTION).value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed(OTHER_DEDUCTION, element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
}
|
||||
|
||||
private void validateLimits(final JsonObject topLevelJson, final List<ApiParameterError> dataValidationErrors) {
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("agent.limit");
|
||||
final var limitsArray = topLevelJson.getAsJsonArray(LIMITS);
|
||||
for (int i = 0; i < limitsArray.size(); i++) {
|
||||
final JsonObject limitJson = limitsArray.get(i).getAsJsonObject();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(limitJson, SUPPORTED_LIMIT_PARAMETERS);
|
||||
|
||||
v.reset().parameterAtIndexArray("fromDate", i).value(extractString(limitJson, "fromDate")).notBlank();
|
||||
v.reset().parameterAtIndexArray("toDate", i).value(extractString(limitJson, "toDate")).notBlank();
|
||||
v.reset().parameterAtIndexArray("limit", i).value(extractBigDecimal(limitJson, "limit")).notNull().zeroOrPositiveAmount();
|
||||
}
|
||||
}
|
||||
|
||||
private void validateGuarantors(final JsonObject topLevelJson, final List<ApiParameterError> dataValidationErrors) {
|
||||
final DataValidatorBuilder guarantorValidator = new DataValidatorBuilder(dataValidationErrors).resource("agent.guarantor");
|
||||
|
||||
final var guarantorsArray = topLevelJson.getAsJsonArray(GUARANTORS);
|
||||
for (int i = 0; i < guarantorsArray.size(); i++) {
|
||||
final JsonObject guarantorJson = guarantorsArray.get(i).getAsJsonObject();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(guarantorJson, SUPPORTED_GUARANTOR_PARAMETERS);
|
||||
|
||||
guarantorValidator.reset().parameterAtIndexArray(GUARANTOR_CLIENT_ID, i)
|
||||
.value(extractLong(guarantorJson, GUARANTOR_CLIENT_ID)).notNull().integerGreaterThanZero();
|
||||
guarantorValidator.reset().parameterAtIndexArray(GUARANTOR_NAME, i).value(extractString(guarantorJson, GUARANTOR_NAME))
|
||||
.notBlank().notExceedingLengthOf(100);
|
||||
guarantorValidator.reset().parameterAtIndexArray(GUARANTOR_ADDRESS1, i).value(extractString(guarantorJson, GUARANTOR_ADDRESS1))
|
||||
.notBlank().notExceedingLengthOf(200);
|
||||
guarantorValidator.reset().parameterAtIndexArray(GUARANTOR_CITY, i).value(extractString(guarantorJson, GUARANTOR_CITY))
|
||||
.notBlank().notExceedingLengthOf(100);
|
||||
guarantorValidator.reset().parameterAtIndexArray(GUARANTOR_PINCODE, i).value(extractString(guarantorJson, GUARANTOR_PINCODE))
|
||||
.notBlank().notExceedingLengthOf(20);
|
||||
}
|
||||
}
|
||||
|
||||
private String extractString(final JsonObject json, final String paramName) {
|
||||
return json.has(paramName) && !json.get(paramName).isJsonNull() ? json.get(paramName).getAsString() : null;
|
||||
}
|
||||
|
||||
private Long extractLong(final JsonObject json, final String paramName) {
|
||||
return json.has(paramName) && !json.get(paramName).isJsonNull() ? json.get(paramName).getAsLong() : null;
|
||||
}
|
||||
|
||||
private java.math.BigDecimal extractBigDecimal(final JsonObject json, final String paramName) {
|
||||
return json.has(paramName) && !json.get(paramName).isJsonNull() ? json.get(paramName).getAsBigDecimal() : null;
|
||||
}
|
||||
|
||||
private void throwExceptionIfValidationWarningsExist(final List<ApiParameterError> dataValidationErrors) {
|
||||
if (!dataValidationErrors.isEmpty()) {
|
||||
throw new PlatformApiDataValidationException("validation.msg.validation.errors.exist", "Validation errors exist.",
|
||||
dataValidationErrors);
|
||||
}
|
||||
}
|
||||
}
|
||||
-29
@@ -1,29 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.service;
|
||||
|
||||
import java.util.Collection;
|
||||
import org.apache.fineract.organisation.agent.data.AgentData;
|
||||
|
||||
public interface AgentReadPlatformService {
|
||||
|
||||
Collection<AgentData> retrieveAll();
|
||||
|
||||
AgentData retrieveOne(Long agentId);
|
||||
}
|
||||
-176
@@ -1,176 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.service;
|
||||
|
||||
import java.sql.ResultSet;
|
||||
import java.sql.SQLException;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Collection;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.domain.JdbcSupport;
|
||||
import org.apache.fineract.organisation.agent.data.AgentData;
|
||||
import org.apache.fineract.organisation.agent.data.AgentGuarantorData;
|
||||
import org.apache.fineract.organisation.agent.data.AgentLimitData;
|
||||
import org.apache.fineract.organisation.agent.exception.AgentNotFoundException;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.jdbc.core.RowMapper;
|
||||
|
||||
@RequiredArgsConstructor
|
||||
public class AgentReadPlatformServiceImpl implements AgentReadPlatformService {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
private static final AgentMapper AGENT_MAPPER = new AgentMapper();
|
||||
private static final AgentLimitMapper LIMIT_MAPPER = new AgentLimitMapper();
|
||||
private static final AgentGuarantorMapper GUARANTOR_MAPPER = new AgentGuarantorMapper();
|
||||
|
||||
private static final class AgentMapper implements RowMapper<AgentData> {
|
||||
|
||||
public String schema() {
|
||||
return " a.id as id, a.client_id as clientId, c.display_name as clientName, a.agent_code as agentCode, "
|
||||
+ " a.agent_name as agentNameId, a.agent_address1 as agentAddress1, a.agent_address2 as agentAddress2, "
|
||||
+ " a.agent_city as agentCity, a.agent_pincode as agentPinCode, a.agent_telephone as agentTelephone, "
|
||||
+ " a.agent_saving_account_type as agentSavingAccountType, a.agent_saving_account_no as agentSavingAccountNo, "
|
||||
+ " a.agent_opening_date as agentOpeningDate, a.agent_birth_date as agentBirthDate, "
|
||||
+ " a.agent_current_balance as agentCurrentBalance, a.agent_opening_balance as agentOpeningBalance, "
|
||||
+ " a.home_branch as homeBranch, a.saving_branch as savingBranch, a.tds_applicable as tdsApplicable, "
|
||||
+ " a.tds_percent as tdsPercent, a.current_tds as currentTds, a.tds_amount as tdsAmount, "
|
||||
+ " a.transfer_branch as transferBranch, a.transfer_amount_account_type as transferAmountAccountType, "
|
||||
+ " a.transfer_account_no as transferAccountNo, a.collector_commission_calculation as commissionCalculation, "
|
||||
+ " a.collector_limit_amount as limitAmount, a.machine_rent as machineRent, "
|
||||
+ " a.agent_security_branch as agentSecurityBranch, a.agent_security_account_type as agentSecurityAccountType, "
|
||||
+ " a.agent_security_account_no as agentSecurityAccountNo, a.commission as commission, "
|
||||
+ " a.other_commission as otherCommission, a.agent_deposit as agentDeposit, "
|
||||
+ " a.festival_advance as festivalAdvance, a.other_deduction as otherDeduction "
|
||||
+ " from m_dds_agent a join m_client c on c.id = a.client_id";
|
||||
}
|
||||
|
||||
@Override
|
||||
public AgentData mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
return AgentData.instance(rs.getLong("id"), rs.getLong("clientId"), rs.getString("clientName"), rs.getString("agentCode"),
|
||||
rs.getString("agentNameId"), rs.getString("agentAddress1"), rs.getString("agentAddress2"),
|
||||
rs.getString("agentCity"), rs.getString("agentPinCode"), rs.getString("agentTelephone"),
|
||||
rs.getString("agentSavingAccountType"), rs.getString("agentSavingAccountNo"),
|
||||
JdbcSupport.getLocalDate(rs, "agentOpeningDate"), JdbcSupport.getLocalDate(rs, "agentBirthDate"),
|
||||
rs.getBigDecimal("agentCurrentBalance"), rs.getBigDecimal("agentOpeningBalance"), rs.getString("homeBranch"),
|
||||
rs.getString("savingBranch"), rs.getBoolean("tdsApplicable"), rs.getBigDecimal("tdsPercent"),
|
||||
rs.getBigDecimal("currentTds"), rs.getBigDecimal("tdsAmount"), rs.getString("transferBranch"),
|
||||
rs.getString("transferAmountAccountType"), rs.getString("transferAccountNo"),
|
||||
rs.getBoolean("commissionCalculation"), rs.getBigDecimal("limitAmount"), rs.getBigDecimal("machineRent"),
|
||||
rs.getString("agentSecurityBranch"), rs.getString("agentSecurityAccountType"),
|
||||
rs.getString("agentSecurityAccountNo"), rs.getBigDecimal("commission"), rs.getBigDecimal("otherCommission"),
|
||||
rs.getBigDecimal("agentDeposit"), rs.getBigDecimal("festivalAdvance"), rs.getBigDecimal("otherDeduction"),
|
||||
new ArrayList<>(), new ArrayList<>());
|
||||
}
|
||||
}
|
||||
|
||||
private static final class AgentLimitMapper implements RowMapper<Map.Entry<Long, AgentLimitData>> {
|
||||
|
||||
public String schema() {
|
||||
return " l.agent_id as agentId, l.id as id, l.from_date as fromDate, l.to_date as toDate, "
|
||||
+ " l.limit_amount as limitAmount from m_dds_agent_limit l";
|
||||
}
|
||||
|
||||
@Override
|
||||
public Map.Entry<Long, AgentLimitData> mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
final Long agentId = rs.getLong("agentId");
|
||||
final AgentLimitData data = AgentLimitData.instance(rs.getLong("id"), JdbcSupport.getLocalDate(rs, "fromDate"),
|
||||
JdbcSupport.getLocalDate(rs, "toDate"), rs.getBigDecimal("limitAmount"));
|
||||
return Map.entry(agentId, data);
|
||||
}
|
||||
}
|
||||
|
||||
private static final class AgentGuarantorMapper implements RowMapper<Map.Entry<Long, AgentGuarantorData>> {
|
||||
|
||||
public String schema() {
|
||||
return " g.agent_id as agentId, g.id as id, g.client_id as clientId, g.guarantor_name as guarantorName, "
|
||||
+ " g.address1 as address1, g.address2 as address2, g.city as city, g.pin_code as pinCode, "
|
||||
+ " g.telephone as telephone from m_dds_agent_guarantor g";
|
||||
}
|
||||
|
||||
@Override
|
||||
public Map.Entry<Long, AgentGuarantorData> mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
final Long agentId = rs.getLong("agentId");
|
||||
final AgentGuarantorData data = AgentGuarantorData.instance(rs.getLong("id"), rs.getLong("clientId"),
|
||||
rs.getString("guarantorName"), rs.getString("address1"), rs.getString("address2"), rs.getString("city"),
|
||||
rs.getString("pinCode"), rs.getString("telephone"));
|
||||
return Map.entry(agentId, data);
|
||||
}
|
||||
}
|
||||
|
||||
@Override
|
||||
public Collection<AgentData> retrieveAll() {
|
||||
final String sql = "select " + AGENT_MAPPER.schema() + " order by a.id";
|
||||
final List<AgentData> agents = this.jdbcTemplate.query(sql, AGENT_MAPPER); // NOSONAR
|
||||
return attachChildren(agents);
|
||||
}
|
||||
|
||||
@Override
|
||||
public AgentData retrieveOne(final Long agentId) {
|
||||
try {
|
||||
final String sql = "select " + AGENT_MAPPER.schema() + " where a.id = ?";
|
||||
final AgentData agent = this.jdbcTemplate.queryForObject(sql, AGENT_MAPPER, agentId); // NOSONAR
|
||||
return attachChildren(List.of(agent)).iterator().next();
|
||||
} catch (final EmptyResultDataAccessException e) {
|
||||
throw new AgentNotFoundException(agentId, e);
|
||||
}
|
||||
}
|
||||
|
||||
private Collection<AgentData> attachChildren(final List<AgentData> agents) {
|
||||
if (agents.isEmpty()) {
|
||||
return agents;
|
||||
}
|
||||
|
||||
final String limitSql = "select " + LIMIT_MAPPER.schema() + " order by l.id";
|
||||
final List<Map.Entry<Long, AgentLimitData>> limitRows = this.jdbcTemplate.query(limitSql, LIMIT_MAPPER); // NOSONAR
|
||||
final Map<Long, List<AgentLimitData>> limitsByAgentId = new LinkedHashMap<>();
|
||||
for (final Map.Entry<Long, AgentLimitData> row : limitRows) {
|
||||
limitsByAgentId.computeIfAbsent(row.getKey(), k -> new ArrayList<>()).add(row.getValue());
|
||||
}
|
||||
|
||||
final String guarantorSql = "select " + GUARANTOR_MAPPER.schema() + " order by g.id";
|
||||
final List<Map.Entry<Long, AgentGuarantorData>> guarantorRows = this.jdbcTemplate.query(guarantorSql, GUARANTOR_MAPPER); // NOSONAR
|
||||
final Map<Long, List<AgentGuarantorData>> guarantorsByAgentId = new LinkedHashMap<>();
|
||||
for (final Map.Entry<Long, AgentGuarantorData> row : guarantorRows) {
|
||||
guarantorsByAgentId.computeIfAbsent(row.getKey(), k -> new ArrayList<>()).add(row.getValue());
|
||||
}
|
||||
|
||||
final List<AgentData> result = new ArrayList<>(agents.size());
|
||||
for (final AgentData agent : agents) {
|
||||
final List<AgentLimitData> limits = limitsByAgentId.getOrDefault(agent.getId(), new ArrayList<>());
|
||||
final List<AgentGuarantorData> guarantors = guarantorsByAgentId.getOrDefault(agent.getId(), new ArrayList<>());
|
||||
result.add(AgentData.instance(agent.getId(), agent.getClientId(), agent.getClientName(), agent.getAgentCode(),
|
||||
agent.getAgentNameId(), agent.getAgentAddress1(), agent.getAgentAddress2(), agent.getAgentCity(),
|
||||
agent.getAgentPinCode(), agent.getAgentTelephone(), agent.getAgentSavingAccountType(),
|
||||
agent.getAgentSavingAccountNo(), agent.getAgentOpeningDate(), agent.getAgentBirthDate(),
|
||||
agent.getAgentCurrentBalance(), agent.getAgentOpeningBalance(), agent.getHomeBranch(), agent.getSavingBranch(),
|
||||
agent.getTdsApplicable(), agent.getTdsPercent(), agent.getCurrentTds(), agent.getTdsAmount(),
|
||||
agent.getTransferBranch(), agent.getTransferAmountAccountType(), agent.getTransferAccountNo(),
|
||||
agent.getCommissionCalculation(), agent.getLimit(), agent.getMachineRent(), agent.getAgentSecurityBranch(),
|
||||
agent.getAgentSecurityAccountType(), agent.getAgentSecurityAccountNo(), agent.getCommission(),
|
||||
agent.getOtherCommission(), agent.getAgentDeposit(), agent.getFestivalAdvance(), agent.getOtherDeduction(),
|
||||
limits, guarantors));
|
||||
}
|
||||
return result;
|
||||
}
|
||||
}
|
||||
-29
@@ -1,29 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.service;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
|
||||
public interface AgentWritePlatformService {
|
||||
|
||||
CommandProcessingResult createAgent(JsonCommand command);
|
||||
|
||||
CommandProcessingResult updateAgent(Long agentId, JsonCommand command);
|
||||
}
|
||||
-187
@@ -1,187 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.service;
|
||||
|
||||
import com.google.gson.JsonArray;
|
||||
import com.google.gson.JsonObject;
|
||||
import jakarta.persistence.PersistenceException;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.apache.commons.lang3.exception.ExceptionUtils;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.ErrorHandler;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.organisation.agent.domain.Agent;
|
||||
import org.apache.fineract.organisation.agent.domain.AgentGuarantor;
|
||||
import org.apache.fineract.organisation.agent.domain.AgentLimit;
|
||||
import org.apache.fineract.organisation.agent.domain.AgentRepository;
|
||||
import org.apache.fineract.organisation.agent.exception.AgentNotFoundException;
|
||||
import org.apache.fineract.organisation.agent.serialization.AgentCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.portfolio.client.domain.Client;
|
||||
import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
|
||||
import org.springframework.dao.DataIntegrityViolationException;
|
||||
import org.springframework.orm.jpa.JpaSystemException;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Slf4j
|
||||
@RequiredArgsConstructor
|
||||
public class AgentWritePlatformServiceJpaRepositoryImpl implements AgentWritePlatformService {
|
||||
|
||||
private final AgentCommandFromApiJsonDeserializer fromApiJsonDeserializer;
|
||||
private final AgentRepository agentRepository;
|
||||
private final ClientRepositoryWrapper clientRepositoryWrapper;
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult createAgent(final JsonCommand command) {
|
||||
|
||||
try {
|
||||
this.fromApiJsonDeserializer.validateForCreate(command.json());
|
||||
|
||||
final Long clientId = command.longValueOfParameterNamed("clientId");
|
||||
final Client client = this.clientRepositoryWrapper.findOneWithNotFoundDetection(clientId);
|
||||
|
||||
final String agentCode = generateNextAgentCode();
|
||||
final Agent agent = Agent.fromJson(client, agentCode, command);
|
||||
|
||||
addLimitsFromCommand(agent, command);
|
||||
addGuarantorsFromCommand(agent, command);
|
||||
|
||||
this.agentRepository.saveAndFlush(agent);
|
||||
|
||||
return new CommandProcessingResultBuilder() //
|
||||
.withCommandId(command.commandId()) //
|
||||
.withEntityId(agent.getId()) //
|
||||
.build();
|
||||
} catch (final JpaSystemException | DataIntegrityViolationException dve) {
|
||||
handleAgentDataIntegrityIssues(dve.getMostSpecificCause(), dve);
|
||||
return CommandProcessingResult.empty();
|
||||
} catch (final PersistenceException dve) {
|
||||
Throwable throwable = ExceptionUtils.getRootCause(dve.getCause());
|
||||
handleAgentDataIntegrityIssues(throwable, dve);
|
||||
return CommandProcessingResult.empty();
|
||||
}
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult updateAgent(final Long agentId, final JsonCommand command) {
|
||||
|
||||
try {
|
||||
this.fromApiJsonDeserializer.validateForUpdate(command.json());
|
||||
|
||||
final Agent agentForUpdate = this.agentRepository.findById(agentId).orElseThrow(() -> new AgentNotFoundException(agentId));
|
||||
final Map<String, Object> changesOnly = agentForUpdate.update(command);
|
||||
|
||||
if (changesOnly.containsKey("clientId")) {
|
||||
final Long newClientId = (Long) changesOnly.get("clientId");
|
||||
final Client newClient = this.clientRepositoryWrapper.findOneWithNotFoundDetection(newClientId);
|
||||
agentForUpdate.changeClient(newClient);
|
||||
}
|
||||
|
||||
if (command.parameterExists("limits")) {
|
||||
agentForUpdate.resetLimits();
|
||||
addLimitsFromCommand(agentForUpdate, command);
|
||||
changesOnly.put("limits", command.jsonFragment("limits"));
|
||||
}
|
||||
|
||||
if (command.parameterExists("guarantors")) {
|
||||
agentForUpdate.resetGuarantors();
|
||||
addGuarantorsFromCommand(agentForUpdate, command);
|
||||
changesOnly.put("guarantors", command.jsonFragment("guarantors"));
|
||||
}
|
||||
|
||||
this.agentRepository.saveAndFlush(agentForUpdate);
|
||||
|
||||
return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(agentId).with(changesOnly)
|
||||
.build();
|
||||
} catch (final JpaSystemException | DataIntegrityViolationException dve) {
|
||||
handleAgentDataIntegrityIssues(dve.getMostSpecificCause(), dve);
|
||||
return CommandProcessingResult.empty();
|
||||
} catch (final PersistenceException dve) {
|
||||
Throwable throwable = ExceptionUtils.getRootCause(dve.getCause());
|
||||
handleAgentDataIntegrityIssues(throwable, dve);
|
||||
return CommandProcessingResult.empty();
|
||||
}
|
||||
}
|
||||
|
||||
private void addLimitsFromCommand(final Agent agent, final JsonCommand command) {
|
||||
if (!command.parameterExists("limits")) {
|
||||
return;
|
||||
}
|
||||
final JsonArray limitsArray = command.arrayOfParameterNamed("limits");
|
||||
if (limitsArray == null) {
|
||||
return;
|
||||
}
|
||||
for (int i = 0; i < limitsArray.size(); i++) {
|
||||
final JsonObject limitJson = limitsArray.get(i).getAsJsonObject();
|
||||
final LocalDate fromDate = LocalDate.parse(limitJson.get("fromDate").getAsString());
|
||||
final LocalDate toDate = LocalDate.parse(limitJson.get("toDate").getAsString());
|
||||
final BigDecimal limit = limitJson.get("limit").getAsBigDecimal();
|
||||
agent.addLimit(new AgentLimit(fromDate, toDate, limit));
|
||||
}
|
||||
}
|
||||
|
||||
private void addGuarantorsFromCommand(final Agent agent, final JsonCommand command) {
|
||||
if (!command.parameterExists("guarantors")) {
|
||||
return;
|
||||
}
|
||||
final JsonArray guarantorsArray = command.arrayOfParameterNamed("guarantors");
|
||||
if (guarantorsArray == null) {
|
||||
return;
|
||||
}
|
||||
for (int i = 0; i < guarantorsArray.size(); i++) {
|
||||
final JsonObject guarantorJson = guarantorsArray.get(i).getAsJsonObject();
|
||||
final Long guarantorClientId = guarantorJson.get("clientId").getAsLong();
|
||||
final String guarantorName = guarantorJson.get("guarantorName").getAsString();
|
||||
final String address1 = guarantorJson.get("address1").getAsString();
|
||||
final String address2 = guarantorJson.has("address2") && !guarantorJson.get("address2").isJsonNull()
|
||||
? guarantorJson.get("address2").getAsString()
|
||||
: null;
|
||||
final String city = guarantorJson.get("city").getAsString();
|
||||
final String pinCode = guarantorJson.get("pinCode").getAsString();
|
||||
final String telephone = guarantorJson.has("telephone") && !guarantorJson.get("telephone").isJsonNull()
|
||||
? guarantorJson.get("telephone").getAsString()
|
||||
: null;
|
||||
|
||||
agent.addGuarantor(new AgentGuarantor(guarantorClientId, guarantorName, address1, address2, city, pinCode, telephone));
|
||||
}
|
||||
}
|
||||
|
||||
private String generateNextAgentCode() {
|
||||
final Long maxSuffix = this.agentRepository.retrieveMaxAgentCodeSuffix();
|
||||
final long nextSuffix = (maxSuffix == null ? 0L : maxSuffix) + 1L;
|
||||
return String.format("AG%04d", nextSuffix);
|
||||
}
|
||||
|
||||
private void handleAgentDataIntegrityIssues(final Throwable realCause, final Exception dve) {
|
||||
if (realCause.getMessage() != null && realCause.getMessage().contains("agent_code")) {
|
||||
throw new PlatformDataIntegrityException("error.msg.agent.duplicate.agentCode", "An agent with the generated code already exists, please retry");
|
||||
}
|
||||
|
||||
log.error("Error occured.", dve);
|
||||
throw ErrorHandler.getMappable(dve, "error.msg.agent.unknown.data.integrity.issue",
|
||||
"Unknown data integrity issue with resource: " + realCause.getMessage());
|
||||
}
|
||||
}
|
||||
-48
@@ -1,48 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.agent.starter;
|
||||
|
||||
import org.apache.fineract.organisation.agent.domain.AgentRepository;
|
||||
import org.apache.fineract.organisation.agent.serialization.AgentCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.organisation.agent.service.AgentReadPlatformService;
|
||||
import org.apache.fineract.organisation.agent.service.AgentReadPlatformServiceImpl;
|
||||
import org.apache.fineract.organisation.agent.service.AgentWritePlatformService;
|
||||
import org.apache.fineract.organisation.agent.service.AgentWritePlatformServiceJpaRepositoryImpl;
|
||||
import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
|
||||
import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
|
||||
import org.springframework.context.annotation.Bean;
|
||||
import org.springframework.context.annotation.Configuration;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
|
||||
@Configuration
|
||||
public class OrganisationAgentConfiguration {
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(AgentReadPlatformService.class)
|
||||
public AgentReadPlatformService agentReadPlatformService(JdbcTemplate jdbcTemplate) {
|
||||
return new AgentReadPlatformServiceImpl(jdbcTemplate);
|
||||
}
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(AgentWritePlatformService.class)
|
||||
public AgentWritePlatformService agentWritePlatformService(AgentCommandFromApiJsonDeserializer fromApiJsonDeserializer,
|
||||
AgentRepository agentRepository, ClientRepositoryWrapper clientRepositoryWrapper) {
|
||||
return new AgentWritePlatformServiceJpaRepositoryImpl(fromApiJsonDeserializer, agentRepository, clientRepositoryWrapper);
|
||||
}
|
||||
}
|
||||
-74
@@ -1,74 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.api;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.Parameter;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
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.core.MediaType;
|
||||
import java.util.Collection;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.organisation.commissionslab.data.CommissionSlabData;
|
||||
import org.apache.fineract.organisation.commissionslab.service.CommissionSlabReadPlatformService;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/v1/dds/commissionslabs")
|
||||
@Component
|
||||
@Tag(name = "DDS Commission Slabs", description = "The agent commission chart: ACCOUNT slabs (commission percentage on collection volume) and COMMISSION slabs (the override a senior agent earns on a sub-agent's commission). Append-only reference data - no update or delete API.")
|
||||
@RequiredArgsConstructor
|
||||
public class CommissionSlabsApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "COMMISSIONSLAB";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final CommissionSlabReadPlatformService readPlatformService;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
|
||||
@GET
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve DDS Commission Slabs", description = "Returns the full commission slab chart.")
|
||||
public Collection<CommissionSlabData> retrieveAll() {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveAll();
|
||||
}
|
||||
|
||||
@POST
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Add DDS Commission Slabs", description = "Mandatory fields: slabs (array of {slabType: ACCOUNT|COMMISSION, "
|
||||
+ "slabFrom, slabTo, commissionPercent}). Adds new slab rows to the chart - it does not replace or edit existing rows.")
|
||||
public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.createCommissionSlabs() //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
}
|
||||
-31
@@ -1,31 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.domain;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.util.List;
|
||||
import org.springframework.data.jpa.repository.JpaRepository;
|
||||
import org.springframework.data.jpa.repository.Query;
|
||||
import org.springframework.data.repository.query.Param;
|
||||
|
||||
public interface CommissionSlabRepository extends JpaRepository<CommissionSlab, Long> {
|
||||
|
||||
@Query("select s from CommissionSlab s where s.slabType = :slabType and :amount between s.slabFrom and s.slabTo")
|
||||
List<CommissionSlab> findMatchingSlabs(@Param("slabType") String slabType, @Param("amount") BigDecimal amount);
|
||||
}
|
||||
-113
@@ -1,113 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.serialization;
|
||||
|
||||
import com.google.gson.JsonElement;
|
||||
import com.google.gson.JsonObject;
|
||||
import com.google.gson.reflect.TypeToken;
|
||||
import java.lang.reflect.Type;
|
||||
import java.math.BigDecimal;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Arrays;
|
||||
import java.util.HashSet;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import java.util.Set;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.data.ApiParameterError;
|
||||
import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
|
||||
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Component
|
||||
public final class CommissionSlabCommandFromApiJsonDeserializer {
|
||||
|
||||
private static final Set<String> SUPPORTED_SLAB_TYPES = new HashSet<>(Arrays.asList("ACCOUNT", "COMMISSION"));
|
||||
|
||||
private static final Set<String> SUPPORTED_PARAMETERS = new HashSet<>(Arrays.asList("slabs", "dateFormat", "locale"));
|
||||
|
||||
private static final Set<String> SUPPORTED_SLAB_PARAMETERS = new HashSet<>(
|
||||
Arrays.asList("slabType", "slabFrom", "slabTo", "commissionPercent"));
|
||||
|
||||
private final FromJsonHelper fromApiJsonHelper;
|
||||
|
||||
@Autowired
|
||||
public CommissionSlabCommandFromApiJsonDeserializer(final FromJsonHelper fromApiJsonHelper) {
|
||||
this.fromApiJsonHelper = fromApiJsonHelper;
|
||||
}
|
||||
|
||||
public void validateForCreate(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, SUPPORTED_PARAMETERS);
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("commissionslab");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
if (!this.fromApiJsonHelper.parameterExists("slabs", element)) {
|
||||
v.reset().parameter("slabs").value(null).notNull();
|
||||
} else {
|
||||
final JsonObject topLevel = element.getAsJsonObject();
|
||||
final var slabsArray = topLevel.getAsJsonArray("slabs");
|
||||
v.reset().parameter("slabs").value(slabsArray).jsonArrayNotEmpty();
|
||||
|
||||
for (int i = 0; i < slabsArray.size(); i++) {
|
||||
final JsonObject slabJson = slabsArray.get(i).getAsJsonObject();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(slabJson, SUPPORTED_SLAB_PARAMETERS);
|
||||
|
||||
final String slabType = extractString(slabJson, "slabType");
|
||||
v.reset().parameterAtIndexArray("slabType", i).value(slabType).notBlank()
|
||||
.isOneOfTheseStringValues(SUPPORTED_SLAB_TYPES.toArray());
|
||||
v.reset().parameterAtIndexArray("slabFrom", i).value(extractBigDecimal(slabJson, "slabFrom")).notNull()
|
||||
.zeroOrPositiveAmount();
|
||||
v.reset().parameterAtIndexArray("slabTo", i).value(extractBigDecimal(slabJson, "slabTo")).notNull()
|
||||
.zeroOrPositiveAmount();
|
||||
v.reset().parameterAtIndexArray("commissionPercent", i).value(extractBigDecimal(slabJson, "commissionPercent"))
|
||||
.notNull().zeroOrPositiveAmount();
|
||||
}
|
||||
}
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
private String extractString(final JsonObject json, final String paramName) {
|
||||
return json.has(paramName) && !json.get(paramName).isJsonNull() ? json.get(paramName).getAsString() : null;
|
||||
}
|
||||
|
||||
private BigDecimal extractBigDecimal(final JsonObject json, final String paramName) {
|
||||
return json.has(paramName) && !json.get(paramName).isJsonNull() ? json.get(paramName).getAsBigDecimal() : null;
|
||||
}
|
||||
|
||||
private void throwExceptionIfValidationWarningsExist(final List<ApiParameterError> dataValidationErrors) {
|
||||
if (!dataValidationErrors.isEmpty()) {
|
||||
throw new PlatformApiDataValidationException("validation.msg.validation.errors.exist", "Validation errors exist.",
|
||||
dataValidationErrors);
|
||||
}
|
||||
}
|
||||
}
|
||||
-27
@@ -1,27 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.service;
|
||||
|
||||
import java.util.Collection;
|
||||
import org.apache.fineract.organisation.commissionslab.data.CommissionSlabData;
|
||||
|
||||
public interface CommissionSlabReadPlatformService {
|
||||
|
||||
Collection<CommissionSlabData> retrieveAll();
|
||||
}
|
||||
-60
@@ -1,60 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.service;
|
||||
|
||||
import java.sql.ResultSet;
|
||||
import java.sql.SQLException;
|
||||
import java.util.List;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.organisation.commissionslab.data.CommissionSlabData;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.jdbc.core.RowMapper;
|
||||
|
||||
@RequiredArgsConstructor
|
||||
public class CommissionSlabReadPlatformServiceImpl implements CommissionSlabReadPlatformService {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
private static final CommissionSlabMapper MAPPER = new CommissionSlabMapper();
|
||||
|
||||
private static final class CommissionSlabMapper implements RowMapper<CommissionSlabData> {
|
||||
|
||||
public String schema() {
|
||||
return " s.id as id, s.slab_type as slabType, s.slab_from as slabFrom, s.slab_to as slabTo, "
|
||||
+ " s.commission_percent as commissionPercent from m_dds_commission_slab s";
|
||||
}
|
||||
|
||||
@Override
|
||||
public CommissionSlabData mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
return CommissionSlabData.builder() //
|
||||
.id(rs.getLong("id")) //
|
||||
.slabType(rs.getString("slabType")) //
|
||||
.slabFrom(rs.getBigDecimal("slabFrom")) //
|
||||
.slabTo(rs.getBigDecimal("slabTo")) //
|
||||
.commissionPercent(rs.getBigDecimal("commissionPercent")) //
|
||||
.build();
|
||||
}
|
||||
}
|
||||
|
||||
@Override
|
||||
public List<CommissionSlabData> retrieveAll() {
|
||||
final String sql = "select " + MAPPER.schema() + " order by s.slab_type, s.slab_from";
|
||||
return this.jdbcTemplate.query(sql, MAPPER); // NOSONAR
|
||||
}
|
||||
}
|
||||
-27
@@ -1,27 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.service;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
|
||||
public interface CommissionSlabWritePlatformService {
|
||||
|
||||
CommandProcessingResult createCommissionSlabs(JsonCommand command);
|
||||
}
|
||||
-78
@@ -1,78 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.service;
|
||||
|
||||
import com.google.gson.JsonArray;
|
||||
import com.google.gson.JsonObject;
|
||||
import jakarta.persistence.PersistenceException;
|
||||
import java.util.ArrayList;
|
||||
import java.util.List;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.apache.commons.lang3.exception.ExceptionUtils;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.ErrorHandler;
|
||||
import org.apache.fineract.organisation.commissionslab.domain.CommissionSlab;
|
||||
import org.apache.fineract.organisation.commissionslab.domain.CommissionSlabRepository;
|
||||
import org.apache.fineract.organisation.commissionslab.serialization.CommissionSlabCommandFromApiJsonDeserializer;
|
||||
import org.springframework.dao.DataIntegrityViolationException;
|
||||
import org.springframework.orm.jpa.JpaSystemException;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Slf4j
|
||||
@RequiredArgsConstructor
|
||||
public class CommissionSlabWritePlatformServiceJpaRepositoryImpl implements CommissionSlabWritePlatformService {
|
||||
|
||||
private final CommissionSlabCommandFromApiJsonDeserializer fromApiJsonDeserializer;
|
||||
private final CommissionSlabRepository commissionSlabRepository;
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult createCommissionSlabs(final JsonCommand command) {
|
||||
|
||||
try {
|
||||
this.fromApiJsonDeserializer.validateForCreate(command.json());
|
||||
|
||||
final List<CommissionSlab> slabs = new ArrayList<>();
|
||||
final JsonArray slabsArray = command.arrayOfParameterNamed("slabs");
|
||||
for (int i = 0; i < slabsArray.size(); i++) {
|
||||
final JsonObject slabJson = slabsArray.get(i).getAsJsonObject();
|
||||
slabs.add(new CommissionSlab(slabJson.get("slabType").getAsString(), slabJson.get("slabFrom").getAsBigDecimal(),
|
||||
slabJson.get("slabTo").getAsBigDecimal(), slabJson.get("commissionPercent").getAsBigDecimal()));
|
||||
}
|
||||
|
||||
this.commissionSlabRepository.saveAllAndFlush(slabs);
|
||||
|
||||
return new CommandProcessingResultBuilder() //
|
||||
.withCommandId(command.commandId()) //
|
||||
.withEntityId(slabs.isEmpty() ? null : slabs.get(0).getId()) //
|
||||
.build();
|
||||
} catch (final JpaSystemException | DataIntegrityViolationException dve) {
|
||||
log.error("Error occured.", dve);
|
||||
throw ErrorHandler.getMappable(dve, "error.msg.commissionslab.unknown.data.integrity.issue",
|
||||
"Unknown data integrity issue with resource: " + ExceptionUtils.getRootCauseMessage(dve));
|
||||
} catch (final PersistenceException dve) {
|
||||
log.error("Error occured.", dve);
|
||||
throw ErrorHandler.getMappable(dve, "error.msg.commissionslab.unknown.data.integrity.issue",
|
||||
"Unknown data integrity issue with resource: " + ExceptionUtils.getRootCauseMessage(dve));
|
||||
}
|
||||
}
|
||||
}
|
||||
-47
@@ -1,47 +0,0 @@
|
||||
/**
|
||||
* 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.organisation.commissionslab.starter;
|
||||
|
||||
import org.apache.fineract.organisation.commissionslab.domain.CommissionSlabRepository;
|
||||
import org.apache.fineract.organisation.commissionslab.serialization.CommissionSlabCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.organisation.commissionslab.service.CommissionSlabReadPlatformService;
|
||||
import org.apache.fineract.organisation.commissionslab.service.CommissionSlabReadPlatformServiceImpl;
|
||||
import org.apache.fineract.organisation.commissionslab.service.CommissionSlabWritePlatformService;
|
||||
import org.apache.fineract.organisation.commissionslab.service.CommissionSlabWritePlatformServiceJpaRepositoryImpl;
|
||||
import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
|
||||
import org.springframework.context.annotation.Bean;
|
||||
import org.springframework.context.annotation.Configuration;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
|
||||
@Configuration
|
||||
public class OrganisationCommissionSlabConfiguration {
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(CommissionSlabReadPlatformService.class)
|
||||
public CommissionSlabReadPlatformService commissionSlabReadPlatformService(JdbcTemplate jdbcTemplate) {
|
||||
return new CommissionSlabReadPlatformServiceImpl(jdbcTemplate);
|
||||
}
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(CommissionSlabWritePlatformService.class)
|
||||
public CommissionSlabWritePlatformService commissionSlabWritePlatformService(
|
||||
CommissionSlabCommandFromApiJsonDeserializer fromApiJsonDeserializer, CommissionSlabRepository commissionSlabRepository) {
|
||||
return new CommissionSlabWritePlatformServiceJpaRepositoryImpl(fromApiJsonDeserializer, commissionSlabRepository);
|
||||
}
|
||||
}
|
||||
+16
-3
@@ -357,9 +357,14 @@ public class AccountDetailsReadPlatformServiceJpaRepositoryImpl implements Accou
|
||||
accountsSummary.append("curr.name as currencyName, curr.internationalized_name_code as currencyNameCode, ");
|
||||
accountsSummary.append("curr.display_symbol as currencyDisplaySymbol, ");
|
||||
accountsSummary.append("sa.product_id as productId, p.name as productName, p.short_name as shortProductName, ");
|
||||
accountsSummary.append("sa.deposit_type_enum as depositType ");
|
||||
accountsSummary.append("sa.deposit_type_enum as depositType, ");
|
||||
// Renewal-chain identity for Fixed Deposits: the stable customer-facing FD number and
|
||||
// this row's cycle within the chain, so a client's account list can collapse a renewed
|
||||
// FD into one entry rather than listing every term as a separate account.
|
||||
accountsSummary.append("dtp.fd_account_number as fdAccountNumber, dtp.renewal_cycle_no as renewalCycleNo ");
|
||||
accountsSummary.append("from m_savings_account sa ");
|
||||
accountsSummary.append("join m_savings_product as p on p.id = sa.product_id ");
|
||||
accountsSummary.append("left join m_deposit_account_term_and_preclosure dtp on dtp.savings_account_id = sa.id ");
|
||||
accountsSummary.append("join m_currency curr on curr.code = sa.currency_code ");
|
||||
accountsSummary.append("left join m_appuser sbu on sbu.id = sa.submittedon_userid ");
|
||||
accountsSummary.append("left join m_appuser rbu on rbu.id = sa.rejectedon_userid ");
|
||||
@@ -453,9 +458,15 @@ public class AccountDetailsReadPlatformServiceJpaRepositoryImpl implements Accou
|
||||
approvedByUsername, approvedByFirstname, approvedByLastname, activatedOnDate, activatedByUsername, activatedByFirstname,
|
||||
activatedByLastname, closedOnDate, closedByUsername, closedByFirstname, closedByLastname);
|
||||
|
||||
// Null for a savings/current account and for an FD opened before this column existed;
|
||||
// callers fall back to accountNo, so an FD that has never been renewed still reads as
|
||||
// its own FD number.
|
||||
final String fdAccountNumber = rs.getString("fdAccountNumber");
|
||||
final Integer renewalCycleNo = JdbcSupport.getInteger(rs, "renewalCycleNo");
|
||||
|
||||
return new SavingsAccountSummaryData(id, accountNo, externalId, productId, productName, shortProductName, status, currency,
|
||||
accountBalance, onHoldFunds, onHoldAmount, availableBalance, accountTypeData, timeline, depositTypeData, subStatus,
|
||||
lastActiveTransactionDate);
|
||||
lastActiveTransactionDate, fdAccountNumber, renewalCycleNo);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -567,8 +578,10 @@ public class AccountDetailsReadPlatformServiceJpaRepositoryImpl implements Accou
|
||||
|
||||
final EnumOptionData depositTypeData = SavingsEnumerations.depositType(400);
|
||||
|
||||
// Current accounts have no deposit term, so no FD renewal chain to report.
|
||||
return new SavingsAccountSummaryData(id, accountNo, externalId, productId, productName, shortProductName, status, currency,
|
||||
accountBalance, onHoldFunds, null, accountBalance, accountTypeData, timeline, depositTypeData, subStatus, activatedOnDate);
|
||||
accountBalance, onHoldFunds, null, accountBalance, accountTypeData, timeline, depositTypeData, subStatus, activatedOnDate,
|
||||
null, null);
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
+299
@@ -0,0 +1,299 @@
|
||||
/**
|
||||
* 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.accountregister.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.math.BigDecimal;
|
||||
import java.sql.Date;
|
||||
import java.time.LocalDate;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.infrastructure.core.service.DateUtils;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
/**
|
||||
* Account register for one date: which accounts were opened and which were closed that day, with
|
||||
* each account's balance as it stood on that date alongside what it holds now.
|
||||
*
|
||||
* The dated balance is read from the running balance stamped on the last transaction up to that
|
||||
* date, rather than recomputed from the account's current figure — a current balance tells you
|
||||
* nothing about what the account held three weeks ago.
|
||||
*/
|
||||
@Path("/v1/accountregister")
|
||||
@Component
|
||||
@RequiredArgsConstructor
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public class AccountRegisterApiResource {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final PlatformSecurityContext context;
|
||||
private final Gson gson = new Gson();
|
||||
|
||||
@GET
|
||||
public String register(@QueryParam("date") final String dateParam, @QueryParam("section") final String section) {
|
||||
this.context.authenticatedUser();
|
||||
|
||||
final LocalDate asOn;
|
||||
if (dateParam != null && !dateParam.isBlank()) {
|
||||
try {
|
||||
asOn = LocalDate.parse(dateParam);
|
||||
} catch (final java.time.format.DateTimeParseException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.accountregister.date.invalid",
|
||||
"Date must be in yyyy-MM-dd format.");
|
||||
}
|
||||
} else {
|
||||
asOn = LocalDate.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
}
|
||||
|
||||
final String want = section == null || section.isBlank() ? "ALL" : section.toUpperCase();
|
||||
final List<Map<String, Object>> rows = new ArrayList<>();
|
||||
|
||||
if (matches(want, "SAVINGS") || matches(want, "FD") || matches(want, "RD")) {
|
||||
rows.addAll(depositAccounts(asOn, want));
|
||||
}
|
||||
if (matches(want, "SHARE")) {
|
||||
rows.addAll(shareAccounts(asOn));
|
||||
}
|
||||
|
||||
// Opened and closed counts come from the rows themselves rather than separate COUNT queries,
|
||||
// so the totals can never disagree with the list they summarise.
|
||||
int opened = 0;
|
||||
int closed = 0;
|
||||
BigDecimal balanceOnDate = BigDecimal.ZERO;
|
||||
BigDecimal currentBalance = BigDecimal.ZERO;
|
||||
for (final Map<String, Object> r : rows) {
|
||||
if (Boolean.TRUE.equals(r.get("openedOnDate"))) {
|
||||
opened++;
|
||||
}
|
||||
if (Boolean.TRUE.equals(r.get("closedOnDate"))) {
|
||||
closed++;
|
||||
}
|
||||
balanceOnDate = balanceOnDate.add(dec(r.get("balanceOnDate")));
|
||||
currentBalance = currentBalance.add(dec(r.get("currentBalance")));
|
||||
}
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("date", asOn.toString());
|
||||
out.put("section", want);
|
||||
out.put("accounts", rows);
|
||||
out.put("count", rows.size());
|
||||
out.put("openedCount", opened);
|
||||
out.put("closedCount", closed);
|
||||
out.put("totalBalanceOnDate", balanceOnDate);
|
||||
out.put("totalCurrentBalance", currentBalance);
|
||||
return gson.toJson(out);
|
||||
}
|
||||
|
||||
private static boolean matches(final String want, final String section) {
|
||||
return "ALL".equals(want) || want.equals(section);
|
||||
}
|
||||
|
||||
private static BigDecimal dec(final Object o) {
|
||||
return o instanceof BigDecimal b ? b : BigDecimal.ZERO;
|
||||
}
|
||||
|
||||
/**
|
||||
* Savings, fixed and recurring deposit accounts. All three live in m_savings_account, told
|
||||
* apart by deposit_type_enum: 100 savings, 200 fixed, 300 recurring.
|
||||
*
|
||||
* Accounts submitted after the date are excluded — on that date they did not exist, and listing
|
||||
* them would make a register of a past day describe a present one.
|
||||
*/
|
||||
private List<Map<String, Object>> depositAccounts(final LocalDate asOn, final String want) {
|
||||
final Date date = Date.valueOf(asOn);
|
||||
|
||||
final StringBuilder typeFilter = new StringBuilder();
|
||||
if (!"ALL".equals(want)) {
|
||||
final int type = switch (want) {
|
||||
case "SAVINGS" -> 100;
|
||||
case "FD" -> 200;
|
||||
case "RD" -> 300;
|
||||
default -> 0;
|
||||
};
|
||||
if (type > 0) {
|
||||
typeFilter.append(" AND sa.deposit_type_enum = ").append(type);
|
||||
}
|
||||
}
|
||||
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList("""
|
||||
SELECT sa.id, sa.account_no, sa.deposit_type_enum, sa.status_enum,
|
||||
sa.activatedon_date, sa.closedon_date, sa.submittedon_date,
|
||||
sa.account_balance_derived,
|
||||
c.display_name AS client_name,
|
||||
p.name AS product_name,
|
||||
(SELECT t.running_balance_derived
|
||||
FROM m_savings_account_transaction t
|
||||
WHERE t.savings_account_id = sa.id
|
||||
AND COALESCE(t.is_reversed, false) = false
|
||||
AND t.transaction_date <= ?
|
||||
ORDER BY t.transaction_date DESC, t.id DESC
|
||||
LIMIT 1) AS balance_on_date
|
||||
FROM m_savings_account sa
|
||||
LEFT JOIN m_client c ON c.id = sa.client_id
|
||||
LEFT JOIN m_savings_product p ON p.id = sa.product_id
|
||||
WHERE (sa.submittedon_date IS NULL OR sa.submittedon_date <= ?)
|
||||
""" + typeFilter + """
|
||||
ORDER BY sa.deposit_type_enum, sa.account_no
|
||||
""", date, date);
|
||||
|
||||
final List<Map<String, Object>> out = new ArrayList<>();
|
||||
for (final Map<String, Object> r : rows) {
|
||||
final Map<String, Object> m = new LinkedHashMap<>();
|
||||
final int depositType = num(r.get("deposit_type_enum"));
|
||||
m.put("accountId", r.get("id"));
|
||||
m.put("accountNo", r.get("account_no"));
|
||||
m.put("section", depositType == 200 ? "FD" : depositType == 300 ? "RD" : "SAVINGS");
|
||||
m.put("clientName", r.get("client_name"));
|
||||
m.put("productName", r.get("product_name"));
|
||||
m.put("status", savingsStatus(num(r.get("status_enum"))));
|
||||
m.put("openedOn", str(r.get("activatedon_date")));
|
||||
m.put("closedOn", str(r.get("closedon_date")));
|
||||
m.put("openedOnDate", sameDay(r.get("activatedon_date"), asOn));
|
||||
m.put("closedOnDate", sameDay(r.get("closedon_date"), asOn));
|
||||
// No transaction up to that date means the account had nothing in it yet, not that the
|
||||
// balance is unknown.
|
||||
m.put("balanceOnDate", r.get("balance_on_date") == null ? BigDecimal.ZERO : r.get("balance_on_date"));
|
||||
m.put("currentBalance", r.get("account_balance_derived") == null
|
||||
? BigDecimal.ZERO : r.get("account_balance_derived"));
|
||||
out.add(m);
|
||||
}
|
||||
return out;
|
||||
}
|
||||
|
||||
/**
|
||||
* Share accounts. Their transactions carry no running balance the way savings ones do, but they
|
||||
* are individually dated, so the holding on a given date is the shares purchased up to that
|
||||
* date less those redeemed — which is a real dated figure, not the current one relabelled.
|
||||
*/
|
||||
private List<Map<String, Object>> shareAccounts(final LocalDate asOn) {
|
||||
final Date date = Date.valueOf(asOn);
|
||||
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList("""
|
||||
SELECT sa.id, sa.account_no, sa.status_enum, sa.activated_date, sa.closed_date,
|
||||
sa.total_approved_shares,
|
||||
c.display_name AS client_name,
|
||||
p.name AS product_name,
|
||||
(SELECT COALESCE(SUM(CASE WHEN t.type_enum = 500 THEN t.total_shares * t.unit_price
|
||||
WHEN t.type_enum = 600 THEN -(t.total_shares * t.unit_price)
|
||||
ELSE 0 END), 0)
|
||||
FROM m_share_account_transactions t
|
||||
WHERE t.account_id = sa.id AND t.is_active = true
|
||||
AND t.status_enum = 300
|
||||
AND t.type_enum IN (500, 600)) AS share_value,
|
||||
-- Purchases less redemptions dated on or before the register's date. Charge
|
||||
-- rows (type 700) are excluded: an entry fee is not share capital. Only
|
||||
-- approved purchases count (status 300) — a rejected application leaves its
|
||||
-- row behind still flagged active, and counting it credited a member with
|
||||
-- shares they were never issued.
|
||||
(SELECT COALESCE(SUM(CASE WHEN t.type_enum = 500 THEN t.total_shares * t.unit_price
|
||||
WHEN t.type_enum = 600 THEN -(t.total_shares * t.unit_price)
|
||||
ELSE 0 END), 0)
|
||||
FROM m_share_account_transactions t
|
||||
WHERE t.account_id = sa.id AND t.is_active = true
|
||||
AND t.status_enum = 300
|
||||
AND t.type_enum IN (500, 600)
|
||||
AND t.transaction_date <= ?) AS value_on_date,
|
||||
(SELECT COALESCE(SUM(CASE WHEN t.type_enum = 500 THEN t.total_shares
|
||||
WHEN t.type_enum = 600 THEN -t.total_shares
|
||||
ELSE 0 END), 0)
|
||||
FROM m_share_account_transactions t
|
||||
WHERE t.account_id = sa.id AND t.is_active = true
|
||||
AND t.status_enum = 300
|
||||
AND t.type_enum IN (500, 600)
|
||||
AND t.transaction_date <= ?) AS shares_on_date
|
||||
FROM m_share_account sa
|
||||
LEFT JOIN m_client c ON c.id = sa.client_id
|
||||
LEFT JOIN m_share_product p ON p.id = sa.product_id
|
||||
WHERE (sa.submitted_date IS NULL OR sa.submitted_date <= ?)
|
||||
ORDER BY sa.account_no
|
||||
""", date, date, date);
|
||||
|
||||
final List<Map<String, Object>> out = new ArrayList<>();
|
||||
for (final Map<String, Object> r : rows) {
|
||||
final Map<String, Object> m = new LinkedHashMap<>();
|
||||
m.put("accountId", r.get("id"));
|
||||
m.put("accountNo", r.get("account_no"));
|
||||
m.put("section", "SHARE");
|
||||
m.put("clientName", r.get("client_name"));
|
||||
m.put("productName", r.get("product_name"));
|
||||
m.put("status", shareStatus(num(r.get("status_enum"))));
|
||||
m.put("openedOn", str(r.get("activated_date")));
|
||||
m.put("closedOn", str(r.get("closed_date")));
|
||||
m.put("openedOnDate", sameDay(r.get("activated_date"), asOn));
|
||||
m.put("closedOnDate", sameDay(r.get("closed_date"), asOn));
|
||||
m.put("balanceOnDate", r.get("value_on_date") == null ? BigDecimal.ZERO : r.get("value_on_date"));
|
||||
m.put("currentBalance", r.get("share_value") == null ? BigDecimal.ZERO : r.get("share_value"));
|
||||
// Shares as at the date, not the approved figure — an account can hold fewer than were
|
||||
// approved once some have been redeemed.
|
||||
m.put("sharesHeld", r.get("shares_on_date"));
|
||||
out.add(m);
|
||||
}
|
||||
return out;
|
||||
}
|
||||
|
||||
private static boolean sameDay(final Object dbDate, final LocalDate asOn) {
|
||||
return dbDate != null && asOn.toString().equals(dbDate.toString());
|
||||
}
|
||||
|
||||
private static String str(final Object o) {
|
||||
return o == null ? null : o.toString();
|
||||
}
|
||||
|
||||
private static int num(final Object o) {
|
||||
return o instanceof Number n ? n.intValue() : 0;
|
||||
}
|
||||
|
||||
private static String savingsStatus(final int status) {
|
||||
return switch (status) {
|
||||
case 100 -> "SUBMITTED";
|
||||
case 200 -> "APPROVED";
|
||||
case 300 -> "ACTIVE";
|
||||
case 400 -> "WITHDRAWN";
|
||||
case 500 -> "REJECTED";
|
||||
case 600 -> "CLOSED";
|
||||
case 700 -> "TRANSFER IN PROGRESS";
|
||||
case 800 -> "TRANSFER ON HOLD";
|
||||
case 900 -> "PREMATURELY CLOSED";
|
||||
default -> "UNKNOWN";
|
||||
};
|
||||
}
|
||||
|
||||
private static String shareStatus(final int status) {
|
||||
return switch (status) {
|
||||
case 100 -> "SUBMITTED";
|
||||
case 200 -> "APPROVED";
|
||||
case 300 -> "ACTIVE";
|
||||
case 400 -> "WITHDRAWN";
|
||||
case 500 -> "REJECTED";
|
||||
case 600 -> "CLOSED";
|
||||
default -> "UNKNOWN";
|
||||
};
|
||||
}
|
||||
}
|
||||
+4
-1
@@ -30,6 +30,7 @@ import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
|
||||
import org.apache.fineract.portfolio.fundtransfer.domain.FundTransfer;
|
||||
import org.apache.fineract.portfolio.fundtransfer.domain.FundTransferStatus;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Propagation;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
/**
|
||||
@@ -42,7 +43,9 @@ import org.springframework.transaction.annotation.Transactional;
|
||||
@Service
|
||||
@RequiredArgsConstructor
|
||||
@Slf4j
|
||||
@Transactional
|
||||
// REQUIRES_NEW for the same reason as AmlRuleEvaluationServiceImpl: a failed alert write must not
|
||||
// be able to mark the caller's transfer transaction rollback-only and undo a settled transfer.
|
||||
@Transactional(propagation = Propagation.REQUIRES_NEW)
|
||||
public class AmlFundTransferEvaluationService {
|
||||
|
||||
private static final int STRUCTURING_WINDOW_DAYS = 30;
|
||||
|
||||
+10
-1
@@ -31,11 +31,20 @@ import org.apache.fineract.portfolio.aml.domain.AmlTransactionRuleRepository;
|
||||
import org.apache.fineract.portfolio.client.domain.ClientKyc;
|
||||
import org.apache.fineract.portfolio.client.domain.ClientKycRepository;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Propagation;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
/**
|
||||
* REQUIRES_NEW rather than the default REQUIRED: AML monitoring is a passive observer of a
|
||||
* transaction that has already succeeded. Joining the caller's transaction would let a failed
|
||||
* alert insert mark it rollback-only, destroying the customer's deposit/withdrawal/transfer at
|
||||
* commit time - and the callers' catch blocks cannot rescue that, because the damage is done to
|
||||
* the shared transaction rather than thrown to them. A private transaction keeps AML failure
|
||||
* contained to AML.
|
||||
*/
|
||||
@Service
|
||||
@RequiredArgsConstructor
|
||||
@Transactional
|
||||
@Transactional(propagation = Propagation.REQUIRES_NEW)
|
||||
public class AmlRuleEvaluationServiceImpl implements AmlRuleEvaluationService {
|
||||
|
||||
private static final int MEDIUM_RISK = 2;
|
||||
|
||||
+477
@@ -0,0 +1,477 @@
|
||||
/**
|
||||
* 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.branchday.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
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.math.BigDecimal;
|
||||
import java.sql.Date;
|
||||
import java.sql.Timestamp;
|
||||
import java.time.Instant;
|
||||
import java.time.LocalDate;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
|
||||
import org.apache.fineract.infrastructure.core.service.DateUtils;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.useradministration.domain.AppUser;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
/**
|
||||
* Branch day register — the formal opening and closing of a branch's business day.
|
||||
*
|
||||
* A day that was never closed is the thing this exists to surface: while it stays open its balance
|
||||
* cannot be carried forward reliably, a back-dated entry can still be posted into it, and any cash
|
||||
* difference on that date goes unnoticed. The register records who opened and closed each day, and
|
||||
* lists the ones still hanging.
|
||||
*
|
||||
* Closing a day late is allowed but never silent: it is stamped as a force-close with the reason it
|
||||
* was left open, so "closed that evening" and "closed nine days later" stay distinguishable.
|
||||
*/
|
||||
@Path("/v1/branchday")
|
||||
@Component
|
||||
@RequiredArgsConstructor
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public class BranchDayRegisterApiResource {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final PlatformSecurityContext context;
|
||||
private final FromJsonHelper fromJsonHelper;
|
||||
private final Gson gson = new Gson();
|
||||
|
||||
// ── GET /v1/branchday ── the register itself ──────────────────────────────
|
||||
|
||||
/**
|
||||
* The register for one office, newest first. Defaults to the caller's own office so a branch
|
||||
* user sees their own branch without having to know its id.
|
||||
*/
|
||||
@GET
|
||||
public String list(@QueryParam("officeId") final Long officeIdParam, @QueryParam("limit") final Integer limitParam) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
final Long officeId = resolveOffice(officeIdParam, currentUser);
|
||||
final int limit = limitParam == null || limitParam < 1 ? 60 : Math.min(limitParam, 400);
|
||||
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList("""
|
||||
SELECT r.id, r.office_id, o.name AS office_name, r.business_date,
|
||||
r.opened_by_name, r.opened_at, r.opening_cash,
|
||||
r.closed_by_name, r.closed_at, r.closing_cash,
|
||||
r.book_cash, r.cash_difference,
|
||||
r.force_closed, r.force_close_reason, r.remarks
|
||||
FROM m_branch_day_register r
|
||||
LEFT JOIN m_office o ON o.id = r.office_id
|
||||
WHERE r.office_id = ?
|
||||
ORDER BY r.business_date DESC
|
||||
LIMIT ?
|
||||
""", officeId, limit);
|
||||
|
||||
final Map<String, Object> result = new LinkedHashMap<>();
|
||||
result.put("officeId", officeId);
|
||||
result.put("canOperate", canOperateDay(currentUser));
|
||||
result.put("days", mapDays(rows));
|
||||
result.put("today", LocalDate.now(DateUtils.getDateTimeZoneOfTenant()).toString());
|
||||
result.put("openDay", findOpenDay(officeId));
|
||||
return gson.toJson(result);
|
||||
}
|
||||
|
||||
// ── GET /v1/branchday/missed ── days left open ────────────────────────────
|
||||
|
||||
/**
|
||||
* Business days that were opened and never closed, oldest first — the ones that need attention
|
||||
* most. Today's own open day is excluded: it is open because the day is still running, which is
|
||||
* not a missed close.
|
||||
*/
|
||||
@GET
|
||||
@Path("missed")
|
||||
public String missed(@QueryParam("officeId") final Long officeIdParam) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
final Long officeId = resolveOffice(officeIdParam, currentUser);
|
||||
final LocalDate today = LocalDate.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList("""
|
||||
SELECT r.id, r.office_id, o.name AS office_name, r.business_date,
|
||||
r.opened_by_name, r.opened_at, r.opening_cash,
|
||||
r.closed_by_name, r.closed_at, r.closing_cash,
|
||||
r.book_cash, r.cash_difference,
|
||||
r.force_closed, r.force_close_reason, r.remarks
|
||||
FROM m_branch_day_register r
|
||||
LEFT JOIN m_office o ON o.id = r.office_id
|
||||
WHERE r.office_id = ? AND r.closed_at IS NULL AND r.business_date < ?
|
||||
ORDER BY r.business_date ASC
|
||||
""", officeId, Date.valueOf(today));
|
||||
|
||||
final List<Map<String, Object>> days = mapDays(rows);
|
||||
// Age in days is what makes the list actionable — a day open since last week is a different
|
||||
// problem from one open since yesterday.
|
||||
for (final Map<String, Object> d : days) {
|
||||
final Object bd = d.get("businessDate");
|
||||
d.put("daysOpen", bd == null ? null : java.time.temporal.ChronoUnit.DAYS.between(LocalDate.parse(bd.toString()), today));
|
||||
}
|
||||
|
||||
return gson.toJson(Map.of("officeId", officeId, "canOperate", canOperateDay(currentUser), "missed", days,
|
||||
"count", days.size()));
|
||||
}
|
||||
|
||||
// ── GET /v1/branchday/close-preview ──────────────────────────────────────
|
||||
|
||||
/**
|
||||
* What the day should close at, with the arithmetic that produces it, plus the denomination
|
||||
* total the cashier actually keyed in during the day.
|
||||
*
|
||||
* Exists so nobody has to work the figure out by hand or type it from memory: the screen shows
|
||||
* where every line came from, and offers the counted total as the closing figure. A day is
|
||||
* still closed on what someone physically counted — this only removes the guesswork about what
|
||||
* that count is supposed to match.
|
||||
*/
|
||||
@GET
|
||||
@Path("close-preview")
|
||||
public String closePreview(@QueryParam("officeId") final Long officeIdParam,
|
||||
@QueryParam("businessDate") final String businessDateParam) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
final Long officeId = resolveOffice(officeIdParam, currentUser);
|
||||
|
||||
final LocalDate businessDate;
|
||||
if (businessDateParam != null && !businessDateParam.isBlank()) {
|
||||
try {
|
||||
businessDate = LocalDate.parse(businessDateParam);
|
||||
} catch (final java.time.format.DateTimeParseException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.date.invalid",
|
||||
"Business date must be in yyyy-MM-dd format.");
|
||||
}
|
||||
} else {
|
||||
final Map<String, Object> open = findOpenDay(officeId);
|
||||
if (open == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.not.open",
|
||||
"No business day is open for this branch.");
|
||||
}
|
||||
businessDate = LocalDate.parse(String.valueOf(open.get("businessDate")));
|
||||
}
|
||||
|
||||
final Map<String, Object> result = new LinkedHashMap<>(bookBreakdown(officeId, businessDate));
|
||||
result.put("officeId", officeId);
|
||||
result.put("businessDate", businessDate.toString());
|
||||
|
||||
// What the cashier's own denomination entries add up to for the day. Where this and the
|
||||
// expected figure agree, the day tallies and the closing figure is not in question.
|
||||
final BigDecimal countedIn = zero(jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(total_amount), 0) FROM m_savings_txn_denomination
|
||||
WHERE txn_date = ? AND txn_type = 'DEPOSIT'
|
||||
""", BigDecimal.class, Date.valueOf(businessDate)));
|
||||
final BigDecimal countedOut = zero(jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(total_amount), 0) FROM m_savings_txn_denomination
|
||||
WHERE txn_date = ? AND txn_type = 'WITHDRAWAL'
|
||||
""", BigDecimal.class, Date.valueOf(businessDate)));
|
||||
result.put("denominationIn", countedIn);
|
||||
result.put("denominationOut", countedOut);
|
||||
|
||||
return gson.toJson(result);
|
||||
}
|
||||
|
||||
// ── POST /v1/branchday/open ───────────────────────────────────────────────
|
||||
|
||||
@POST
|
||||
@Path("open")
|
||||
@Consumes(MediaType.APPLICATION_JSON)
|
||||
public String openDay(final String body) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
requireDayAuthority(currentUser);
|
||||
|
||||
final var root = this.fromJsonHelper.parse(body);
|
||||
final Long officeId = resolveOffice(this.fromJsonHelper.extractLongNamed("officeId", root), currentUser);
|
||||
final LocalDate businessDate = extractDate(root, "businessDate",
|
||||
LocalDate.now(DateUtils.getDateTimeZoneOfTenant()));
|
||||
final BigDecimal openingCash = this.fromJsonHelper.extractBigDecimalWithLocaleNamed("openingCash", root);
|
||||
|
||||
// A branch runs one day at a time. Opening a second while the first is still open is how a
|
||||
// day gets stranded, so the previous one has to be closed first.
|
||||
final Map<String, Object> open = findOpenDay(officeId);
|
||||
if (open != null) {
|
||||
final Object existing = open.get("businessDate");
|
||||
if (businessDate.toString().equals(String.valueOf(existing))) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.already.open",
|
||||
"Business day " + businessDate + " is already open for this branch.");
|
||||
}
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.previous.open",
|
||||
"Business day " + existing + " is still open. Close it before opening " + businessDate + ".");
|
||||
}
|
||||
|
||||
final Integer exists = jdbcTemplate.queryForObject(
|
||||
"SELECT COUNT(*) FROM m_branch_day_register WHERE office_id = ? AND business_date = ?",
|
||||
Integer.class, officeId, Date.valueOf(businessDate));
|
||||
if (exists != null && exists > 0) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.already.closed",
|
||||
"Business day " + businessDate + " has already been opened and closed for this branch.");
|
||||
}
|
||||
|
||||
// Yesterday's closing is today's opening unless the caller states otherwise, so the carried
|
||||
// figure does not have to be retyped and cannot drift.
|
||||
final BigDecimal carried = openingCash != null ? openingCash : lastClosingCash(officeId, businessDate);
|
||||
|
||||
final Long id = jdbcTemplate.queryForObject("""
|
||||
INSERT INTO m_branch_day_register
|
||||
(office_id, business_date, opened_by, opened_by_name, opened_at, opening_cash, force_closed)
|
||||
VALUES (?,?,?,?,?,?,false)
|
||||
RETURNING id
|
||||
""",
|
||||
Long.class, officeId, Date.valueOf(businessDate), currentUser.getId(), currentUser.getDisplayName(),
|
||||
Timestamp.from(Instant.now()), carried);
|
||||
|
||||
return gson.toJson(Map.of("resourceId", id, "officeId", officeId, "businessDate", businessDate.toString(),
|
||||
"openingCash", carried == null ? BigDecimal.ZERO : carried, "status", "OPEN"));
|
||||
}
|
||||
|
||||
// ── POST /v1/branchday/close ──────────────────────────────────────────────
|
||||
|
||||
@POST
|
||||
@Path("close")
|
||||
@Consumes(MediaType.APPLICATION_JSON)
|
||||
public String closeDay(final String body) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
requireDayAuthority(currentUser);
|
||||
|
||||
final var root = this.fromJsonHelper.parse(body);
|
||||
final Long officeId = resolveOffice(this.fromJsonHelper.extractLongNamed("officeId", root), currentUser);
|
||||
final LocalDate businessDate = extractDate(root, "businessDate", null);
|
||||
if (businessDate == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.date.required",
|
||||
"Which business day is being closed?");
|
||||
}
|
||||
final BigDecimal closingCash = this.fromJsonHelper.extractBigDecimalWithLocaleNamed("closingCash", root);
|
||||
final String remarks = this.fromJsonHelper.extractStringNamed("remarks", root);
|
||||
final String forceReason = this.fromJsonHelper.extractStringNamed("forceCloseReason", root);
|
||||
|
||||
final List<Map<String, Object>> found = jdbcTemplate.queryForList(
|
||||
"SELECT id, closed_at, opening_cash FROM m_branch_day_register WHERE office_id = ? AND business_date = ?",
|
||||
officeId, Date.valueOf(businessDate));
|
||||
if (found.isEmpty()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.not.open",
|
||||
"Business day " + businessDate + " was never opened for this branch.");
|
||||
}
|
||||
if (found.get(0).get("closed_at") != null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.already.closed",
|
||||
"Business day " + businessDate + " is already closed.");
|
||||
}
|
||||
|
||||
// Closing a past date is allowed — otherwise a day left open could never be settled at all —
|
||||
// but it must say why it was left open, and it is stamped as a force close.
|
||||
final LocalDate today = LocalDate.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
final boolean isLate = businessDate.isBefore(today);
|
||||
if (isLate && (forceReason == null || forceReason.isBlank())) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.force.reason.required",
|
||||
"Business day " + businessDate + " is being closed late. Record why it was left open.");
|
||||
}
|
||||
|
||||
final BigDecimal bookCash = (BigDecimal) bookBreakdown(officeId, businessDate).get("expectedCash");
|
||||
final BigDecimal difference = closingCash != null ? closingCash.subtract(bookCash) : null;
|
||||
|
||||
jdbcTemplate.update("""
|
||||
UPDATE m_branch_day_register
|
||||
SET closed_by = ?, closed_by_name = ?, closed_at = ?, closing_cash = ?,
|
||||
book_cash = ?, cash_difference = ?, force_closed = ?, force_close_reason = ?, remarks = ?
|
||||
WHERE office_id = ? AND business_date = ?
|
||||
""",
|
||||
currentUser.getId(), currentUser.getDisplayName(), Timestamp.from(Instant.now()), closingCash,
|
||||
bookCash, difference, isLate, isLate ? forceReason : null, remarks,
|
||||
officeId, Date.valueOf(businessDate));
|
||||
|
||||
final Map<String, Object> res = new LinkedHashMap<>();
|
||||
res.put("officeId", officeId);
|
||||
res.put("businessDate", businessDate.toString());
|
||||
res.put("status", "CLOSED");
|
||||
res.put("closingCash", closingCash);
|
||||
res.put("bookCash", bookCash);
|
||||
res.put("cashDifference", difference);
|
||||
res.put("forceClosed", isLate);
|
||||
return gson.toJson(res);
|
||||
}
|
||||
|
||||
// ── Helpers ───────────────────────────────────────────────────────────────
|
||||
|
||||
private List<Map<String, Object>> mapDays(final List<Map<String, Object>> rows) {
|
||||
final List<Map<String, Object>> out = new ArrayList<>();
|
||||
for (final Map<String, Object> r : rows) {
|
||||
final Map<String, Object> m = new LinkedHashMap<>();
|
||||
m.put("id", r.get("id"));
|
||||
m.put("officeId", r.get("office_id"));
|
||||
m.put("officeName", r.get("office_name"));
|
||||
m.put("businessDate", str(r.get("business_date")));
|
||||
m.put("openedByName", r.get("opened_by_name"));
|
||||
m.put("openedAt", str(r.get("opened_at")));
|
||||
m.put("openingCash", r.get("opening_cash"));
|
||||
m.put("closedByName", r.get("closed_by_name"));
|
||||
m.put("closedAt", str(r.get("closed_at")));
|
||||
m.put("closingCash", r.get("closing_cash"));
|
||||
m.put("bookCash", r.get("book_cash"));
|
||||
m.put("cashDifference", r.get("cash_difference"));
|
||||
m.put("forceClosed", r.get("force_closed"));
|
||||
m.put("forceCloseReason", r.get("force_close_reason"));
|
||||
m.put("remarks", r.get("remarks"));
|
||||
m.put("status", r.get("closed_at") == null ? "OPEN" : "CLOSED");
|
||||
out.add(m);
|
||||
}
|
||||
return out;
|
||||
}
|
||||
|
||||
private static String str(final Object o) {
|
||||
return o == null ? null : o.toString();
|
||||
}
|
||||
|
||||
/** The branch's currently open day, or null when none is open. */
|
||||
private Map<String, Object> findOpenDay(final Long officeId) {
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList("""
|
||||
SELECT id, office_id, business_date, opened_by_name, opened_at, opening_cash
|
||||
FROM m_branch_day_register
|
||||
WHERE office_id = ? AND closed_at IS NULL
|
||||
ORDER BY business_date ASC LIMIT 1
|
||||
""", officeId);
|
||||
if (rows.isEmpty()) {
|
||||
return null;
|
||||
}
|
||||
final Map<String, Object> r = rows.get(0);
|
||||
final Map<String, Object> m = new LinkedHashMap<>();
|
||||
m.put("id", r.get("id"));
|
||||
m.put("businessDate", str(r.get("business_date")));
|
||||
m.put("openedByName", r.get("opened_by_name"));
|
||||
m.put("openedAt", str(r.get("opened_at")));
|
||||
m.put("openingCash", r.get("opening_cash"));
|
||||
return m;
|
||||
}
|
||||
|
||||
/** The most recent closing figure before this date, so it carries forward as the opening. */
|
||||
private BigDecimal lastClosingCash(final Long officeId, final LocalDate before) {
|
||||
final List<BigDecimal> rows = jdbcTemplate.query("""
|
||||
SELECT closing_cash FROM m_branch_day_register
|
||||
WHERE office_id = ? AND business_date < ? AND closing_cash IS NOT NULL
|
||||
ORDER BY business_date DESC LIMIT 1
|
||||
""", (rs, n) -> rs.getBigDecimal(1), officeId, Date.valueOf(before));
|
||||
return rows.isEmpty() ? BigDecimal.ZERO : rows.get(0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Cash the books say the branch should be holding at the end of that date: what came in as
|
||||
* approved cash deposits less what went out as approved cash withdrawals. Deliberately derived
|
||||
* here and then stored on the row, so the figure the day was closed against survives any later
|
||||
* reversal.
|
||||
*/
|
||||
private Map<String, Object> bookBreakdown(final Long officeId, final LocalDate businessDate) {
|
||||
final Date date = Date.valueOf(businessDate);
|
||||
|
||||
// The figure recorded when this very day was opened — not the previous day's closing.
|
||||
// Deriving it from history alone ignored an opening balance keyed in by hand, which is
|
||||
// exactly what happens on the first day a branch is put on the system: the day was opened
|
||||
// with 20,000 in the drawer and the closing arithmetic started from zero.
|
||||
final BigDecimal ownOpening = jdbcTemplate.query(
|
||||
"SELECT opening_cash FROM m_branch_day_register WHERE office_id = ? AND business_date = ?",
|
||||
(rs, n) -> rs.getBigDecimal(1), officeId, date).stream().findFirst().orElse(null);
|
||||
final BigDecimal opening = ownOpening != null ? ownOpening : lastClosingCash(officeId, businessDate);
|
||||
|
||||
final BigDecimal deposits = zero(jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(amount), 0) FROM m_cashier_deposit_request
|
||||
WHERE status = 'APPROVED'
|
||||
AND COALESCE(txn_date, CAST(submitted_at AS DATE)) = ?
|
||||
AND (office_id = ? OR office_id IS NULL)
|
||||
""", BigDecimal.class, date, officeId));
|
||||
|
||||
final BigDecimal withdrawals = zero(jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(amount), 0) FROM m_clerk_withdrawal_request
|
||||
WHERE status = 'APPROVED'
|
||||
AND COALESCE(txn_date, CAST(submitted_at AS DATE)) = ?
|
||||
""", BigDecimal.class, date));
|
||||
|
||||
// Cash drawn from the vault to a cashier — more physical cash sitting in the branch.
|
||||
final BigDecimal vaultIn = zero(jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(transfer_amount), 0) FROM m_cash_transfer
|
||||
WHERE transfer_date = ? AND COALESCE(is_reversed, false) = false
|
||||
""", BigDecimal.class, date));
|
||||
|
||||
// Cash a cashier settled back to the vault at the end of the day.
|
||||
final BigDecimal settledOut = zero(jdbcTemplate.queryForObject("""
|
||||
SELECT COALESCE(SUM(settlement_amount), 0) FROM m_cash_settlement
|
||||
WHERE settlement_date = ? AND COALESCE(is_reversed, false) = false
|
||||
""", BigDecimal.class, date));
|
||||
|
||||
final BigDecimal expected = opening.add(deposits).add(vaultIn).subtract(withdrawals).subtract(settledOut);
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("openingCash", opening);
|
||||
out.put("deposits", deposits);
|
||||
out.put("vaultIn", vaultIn);
|
||||
out.put("withdrawals", withdrawals);
|
||||
out.put("settledOut", settledOut);
|
||||
out.put("expectedCash", expected);
|
||||
return out;
|
||||
}
|
||||
|
||||
private static BigDecimal zero(final BigDecimal v) {
|
||||
return v == null ? BigDecimal.ZERO : v;
|
||||
}
|
||||
|
||||
private Long resolveOffice(final Long requested, final AppUser user) {
|
||||
if (requested != null) {
|
||||
return requested;
|
||||
}
|
||||
return user.getOffice() != null ? user.getOffice().getId() : 1L;
|
||||
}
|
||||
|
||||
private LocalDate extractDate(final com.google.gson.JsonElement root, final String field, final LocalDate fallback) {
|
||||
final String raw = this.fromJsonHelper.extractStringNamed(field, root);
|
||||
if (raw == null || raw.isBlank()) {
|
||||
return fallback;
|
||||
}
|
||||
try {
|
||||
return LocalDate.parse(raw);
|
||||
} catch (final java.time.format.DateTimeParseException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.date.invalid",
|
||||
"Business date must be in yyyy-MM-dd format.");
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Who may open or close a branch day: a clerk, head cashier or manager. The clerk carries the
|
||||
* same authority as the manager here by design — a day left open because the only manager was
|
||||
* away is exactly the situation this register exists to prevent.
|
||||
*
|
||||
* A cashier is excluded: the cashier works inside the day and must not be the one who declares
|
||||
* it closed.
|
||||
*/
|
||||
private boolean canOperateDay(final AppUser user) {
|
||||
if (user.hasAnyPermission("ALL_FUNCTIONS")) {
|
||||
return true;
|
||||
}
|
||||
return user.getRoles().stream().map(r -> r.getName() == null ? "" : r.getName().toLowerCase().trim())
|
||||
.anyMatch(n -> n.contains("manager") || n.contains("head cashier") || n.contains("clerk"));
|
||||
}
|
||||
|
||||
private void requireDayAuthority(final AppUser user) {
|
||||
if (!canOperateDay(user)) {
|
||||
throw new PlatformDataIntegrityException("error.msg.branchday.forbidden",
|
||||
"Only a Clerk, Head Cashier or Bank Manager can open or close a business day.");
|
||||
}
|
||||
}
|
||||
}
|
||||
+173
@@ -32,6 +32,179 @@ public class CashReportApiResource {
|
||||
private final CashierRoleHelper cashierRoleHelper;
|
||||
private final Gson gson = new Gson();
|
||||
|
||||
/**
|
||||
* Day book — every voucher raised on one date, in one list, newest first.
|
||||
*
|
||||
* Pulls the three registers that carry a voucher: cashier deposits (CR), clerk withdrawals (DR)
|
||||
* and the clerk disbursement register (DR, or CR for a collection). Each row carries its
|
||||
* voucher number, side, amount, account, party and status, so the cashier can reconcile a day
|
||||
* without opening three separate screens.
|
||||
*
|
||||
* Dated on the business date the voucher belongs to rather than the row's creation timestamp:
|
||||
* deposits and withdrawals carry an explicit txn_date, and the disbursement register — which
|
||||
* has no such column — falls back to the date it was submitted on.
|
||||
*/
|
||||
@GET
|
||||
@Path("day-book")
|
||||
public String dayBook(@QueryParam("date") final String date, @QueryParam("side") final String side,
|
||||
@QueryParam("status") final String status) {
|
||||
|
||||
final String txnDate = (date != null && !date.isBlank()) ? date : LocalDate.now(DateUtils.getDateTimeZoneOfTenant()).toString();
|
||||
|
||||
final List<Map<String, Object>> rows = new ArrayList<>();
|
||||
|
||||
// Each register is left-joined to the verification table and to an attachment count, so a
|
||||
// row already carries its physical-check verdict and whether a slip was scanned in — the
|
||||
// screen never has to fire a follow-up call per voucher.
|
||||
final String verifyJoin = """
|
||||
LEFT JOIN m_voucher_verification vv ON vv.voucher_no = r.voucher_no
|
||||
LEFT JOIN (SELECT voucher_no, COUNT(*) AS n FROM m_voucher_attachment GROUP BY voucher_no)
|
||||
va ON va.voucher_no = r.voucher_no
|
||||
""";
|
||||
final String verifyCols = """
|
||||
vv.status AS verify_status, vv.slip_amount, vv.remarks AS verify_remarks,
|
||||
vv.verified_by_name, vv.verified_at,
|
||||
vv.resolution_status, vv.resolution_notes, vv.resolved_by_name, vv.resolved_at,
|
||||
COALESCE(va.n, 0) AS attachment_count
|
||||
""";
|
||||
|
||||
// Cashier deposits — money in, so the credit side.
|
||||
rows.addAll(jdbcTemplate.query("""
|
||||
SELECT r.voucher_no, 'CR' AS side, 'DEPOSIT' AS kind, r.account_no, r.account_type,
|
||||
r.client_name AS party, r.amount, r.payment_type_name, r.description, r.status,
|
||||
r.cashier_name AS handled_by, r.manager_name AS approved_by, r.txn_id,
|
||||
r.submitted_at, r.actioned_at,
|
||||
""" + verifyCols + """
|
||||
FROM m_cashier_deposit_request r
|
||||
""" + verifyJoin + """
|
||||
WHERE COALESCE(r.txn_date, CAST(r.submitted_at AS DATE)) = CAST(? AS DATE)
|
||||
""", this::mapDayBookRow, txnDate));
|
||||
|
||||
// Clerk withdrawals — money out, so the debit side.
|
||||
rows.addAll(jdbcTemplate.query("""
|
||||
SELECT r.voucher_no, 'DR' AS side, 'WITHDRAWAL' AS kind, r.account_no, r.account_type,
|
||||
r.client_name AS party, r.amount, r.payment_type_name, r.description, r.status,
|
||||
r.clerk_name AS handled_by, r.manager_name AS approved_by, r.tok_no AS txn_id,
|
||||
r.submitted_at, r.actioned_at,
|
||||
""" + verifyCols + """
|
||||
FROM m_clerk_withdrawal_request r
|
||||
""" + verifyJoin + """
|
||||
WHERE COALESCE(r.txn_date, CAST(r.submitted_at AS DATE)) = CAST(? AS DATE)
|
||||
""", this::mapDayBookRow, txnDate));
|
||||
|
||||
// Disbursement register: a collection pulls money into the GL (CR); a disbursement or a
|
||||
// bank transfer moves it out (DR) — matching how the voucher itself was numbered.
|
||||
rows.addAll(jdbcTemplate.query("""
|
||||
SELECT r.voucher_no,
|
||||
CASE WHEN r.request_type = 'COLLECTION' THEN 'CR' ELSE 'DR' END AS side,
|
||||
r.request_type AS kind, r.gl_account_no AS account_no, 'GL' AS account_type,
|
||||
r.gl_account_name AS party, r.dr_amount AS amount, r.payment_type_name,
|
||||
r.description, r.status, r.clerk_name AS handled_by,
|
||||
r.manager_name AS approved_by, NULL AS txn_id, r.submitted_at, r.actioned_at,
|
||||
""" + verifyCols + """
|
||||
FROM m_clerk_disbursement_request r
|
||||
""" + verifyJoin + """
|
||||
WHERE CAST(r.submitted_at AS DATE) = CAST(? AS DATE)
|
||||
""", this::mapDayBookRow, txnDate));
|
||||
|
||||
// Filtering and ordering happen here rather than in SQL: three separate queries cannot be
|
||||
// ordered as one result set, and the row count for a single day is small.
|
||||
final String sideFilter = side == null || side.isBlank() || "ALL".equalsIgnoreCase(side) ? null : side.toUpperCase();
|
||||
final String statusFilter = status == null || status.isBlank() || "ALL".equalsIgnoreCase(status) ? null : status.toUpperCase();
|
||||
|
||||
final List<Map<String, Object>> filtered = new ArrayList<>();
|
||||
BigDecimal creditTotal = BigDecimal.ZERO;
|
||||
BigDecimal debitTotal = BigDecimal.ZERO;
|
||||
|
||||
for (final Map<String, Object> row : rows) {
|
||||
if (sideFilter != null && !sideFilter.equals(row.get("side"))) {
|
||||
continue;
|
||||
}
|
||||
if (statusFilter != null && !statusFilter.equalsIgnoreCase((String) row.get("status"))) {
|
||||
continue;
|
||||
}
|
||||
filtered.add(row);
|
||||
|
||||
// Only approved money is real money: a pending or rejected voucher must not inflate the
|
||||
// day's totals, even though it still belongs in the listing.
|
||||
if ("APPROVED".equalsIgnoreCase((String) row.get("status")) || "COMPLETED".equalsIgnoreCase((String) row.get("status"))) {
|
||||
final BigDecimal amount = (BigDecimal) row.get("amount");
|
||||
if (amount != null) {
|
||||
if ("CR".equals(row.get("side"))) {
|
||||
creditTotal = creditTotal.add(amount);
|
||||
} else {
|
||||
debitTotal = debitTotal.add(amount);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
filtered.sort((a, b) -> {
|
||||
final Object left = b.get("submittedAt");
|
||||
final Object right = a.get("submittedAt");
|
||||
if (left == null && right == null) {
|
||||
return 0;
|
||||
}
|
||||
if (left == null) {
|
||||
return -1;
|
||||
}
|
||||
if (right == null) {
|
||||
return 1;
|
||||
}
|
||||
return left.toString().compareTo(right.toString());
|
||||
});
|
||||
|
||||
final Map<String, Object> result = new LinkedHashMap<>();
|
||||
result.put("date", txnDate);
|
||||
result.put("rows", filtered);
|
||||
result.put("count", filtered.size());
|
||||
result.put("creditTotal", creditTotal);
|
||||
result.put("debitTotal", debitTotal);
|
||||
result.put("netTotal", creditTotal.subtract(debitTotal));
|
||||
return gson.toJson(result);
|
||||
}
|
||||
|
||||
private Map<String, Object> mapDayBookRow(final java.sql.ResultSet rs, final int rowNum) throws java.sql.SQLException {
|
||||
final Map<String, Object> row = new LinkedHashMap<>();
|
||||
row.put("voucherNo", rs.getString("voucher_no"));
|
||||
row.put("side", rs.getString("side"));
|
||||
row.put("kind", rs.getString("kind"));
|
||||
row.put("accountNo", rs.getString("account_no"));
|
||||
row.put("accountType", rs.getString("account_type"));
|
||||
row.put("party", rs.getString("party"));
|
||||
row.put("amount", rs.getBigDecimal("amount"));
|
||||
row.put("paymentTypeName", rs.getString("payment_type_name"));
|
||||
row.put("description", rs.getString("description"));
|
||||
row.put("status", rs.getString("status"));
|
||||
row.put("handledBy", rs.getString("handled_by"));
|
||||
row.put("approvedBy", rs.getString("approved_by"));
|
||||
row.put("txnId", rs.getString("txn_id"));
|
||||
|
||||
// Physical-slip check. verifyStatus is null until someone actually looks at the paper.
|
||||
row.put("verifyStatus", rs.getString("verify_status"));
|
||||
row.put("slipAmount", rs.getBigDecimal("slip_amount"));
|
||||
row.put("verifyRemarks", rs.getString("verify_remarks"));
|
||||
row.put("verifiedByName", rs.getString("verified_by_name"));
|
||||
final java.sql.Timestamp verifiedAt = rs.getTimestamp("verified_at");
|
||||
row.put("verifiedAt", verifiedAt == null ? null : verifiedAt.toLocalDateTime().toString());
|
||||
|
||||
// How the exception ended, if it has. Without this the day book keeps showing a closed
|
||||
// exception as though it were still open — the flag never clears on screen.
|
||||
row.put("resolutionStatus", rs.getString("resolution_status"));
|
||||
row.put("resolutionNotes", rs.getString("resolution_notes"));
|
||||
row.put("resolvedByName", rs.getString("resolved_by_name"));
|
||||
final java.sql.Timestamp resolvedAt = rs.getTimestamp("resolved_at");
|
||||
row.put("resolvedAt", resolvedAt == null ? null : resolvedAt.toLocalDateTime().toString());
|
||||
row.put("attachmentCount", rs.getInt("attachment_count"));
|
||||
// Emitted as plain ISO strings: Gson serialises java.sql.Timestamp into a locale-shaped
|
||||
// form the browser cannot parse reliably.
|
||||
final java.sql.Timestamp submitted = rs.getTimestamp("submitted_at");
|
||||
final java.sql.Timestamp actioned = rs.getTimestamp("actioned_at");
|
||||
row.put("submittedAt", submitted == null ? null : submitted.toLocalDateTime().toString());
|
||||
row.put("actionedAt", actioned == null ? null : actioned.toLocalDateTime().toString());
|
||||
return row;
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("closing")
|
||||
public String closing(@QueryParam("date") String date) {
|
||||
|
||||
+754
@@ -0,0 +1,754 @@
|
||||
package org.apache.fineract.portfolio.cashtransfer.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
import com.google.gson.JsonObject;
|
||||
import com.google.gson.JsonParser;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.POST;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import jakarta.ws.rs.core.Response;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.time.LocalDateTime;
|
||||
import java.time.ZoneOffset;
|
||||
import java.time.format.DateTimeParseException;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.infrastructure.core.service.DateUtils;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.useradministration.domain.AppUser;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
import org.springframework.dao.IncorrectResultSizeDataAccessException;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
/**
|
||||
* Share Advance Collection API — cash taken from a member BEFORE any share account exists.
|
||||
*
|
||||
* The cooperative's counter flow is: money first, share account afterwards. This resource covers both halves of that
|
||||
* flow.
|
||||
*
|
||||
* <p>
|
||||
* <b>1. Collect</b> — {@code POST /v1/shareadvancecollection}
|
||||
*
|
||||
* <pre>
|
||||
* Dr Cash at Vault (SHARES_REFERENCE) = amount
|
||||
* Cr Share Sundry (SHARES_SUSPENSE) = amount
|
||||
* </pre>
|
||||
*
|
||||
* The money sits in the Share Sundry liability against a receipt number naming the member, so the unapplied rows in
|
||||
* {@code m_share_advance_collection} always reconcile to the Sundry balance. No share account is involved yet.
|
||||
*
|
||||
* <p>
|
||||
* <b>2. Apply</b> — {@code POST /v1/shareadvancecollection/{id}/apply}
|
||||
*
|
||||
* <pre>
|
||||
* Dr Share Sundry (SHARES_SUSPENSE) = everything collected
|
||||
* Cr Share Capital (SHARES_EQUITY) = share amount
|
||||
* Cr Income from Fees (INCOME_FROM_FEES) = charge amount (only when a charge applies)
|
||||
* Cr Savings (via deposit cmd) = over-payment (only when the member paid more)
|
||||
* </pre>
|
||||
*
|
||||
* Applying clears the liability, issues the share capital, marks the account's charges paid and sets
|
||||
* {@code collection_applied}, which is what reveals the purchase transaction in the passbook and transactions views.
|
||||
* Account creation, approval and activation post no GL of their own — all share accounting happens here.
|
||||
*
|
||||
* <p>
|
||||
* <b>When the cash does not match</b>
|
||||
*
|
||||
* <p>
|
||||
* A member paying at the counter rarely hands over the exact figure, so neither case is treated as an error to be
|
||||
* argued with at the window:
|
||||
*
|
||||
* <ul>
|
||||
* <li><b>Short</b> — blocked. Share capital cannot be part-issued, so the clerk takes the balance on a further receipt
|
||||
* and applies the receipts together: one settlement, several receipts, all marked applied.</li>
|
||||
* <li><b>Over</b> — allowed, and the difference is credited to the member's linked savings account through Fineract's
|
||||
* own deposit command, so it reaches their passbook rather than resting in a suspense GL that no record can attribute
|
||||
* back to them.</li>
|
||||
* </ul>
|
||||
*/
|
||||
@Path("/v1/shareadvancecollection")
|
||||
@Component
|
||||
@RequiredArgsConstructor
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public class ShareAdvanceCollectionApiResource {
|
||||
|
||||
// ── acc_gl_journal_entry.type_enum ─────────────────────────────────────
|
||||
// Fineract convention: 1 = CREDIT (Cr), 2 = DEBIT (Dr).
|
||||
private static final int DEBIT = 2;
|
||||
private static final int CREDIT = 1;
|
||||
|
||||
// ── CashAccountsForShares financial_account_type ───────────────────────
|
||||
private static final int FA_SHARES_REFERENCE = 1;
|
||||
private static final int FA_SHARES_SUSPENSE = 2;
|
||||
private static final int FA_INCOME_FROM_FEES = 3;
|
||||
private static final int FA_SHARES_EQUITY = 4;
|
||||
|
||||
// ── acc_product_mapping.product_type for shares ────────────────────────
|
||||
private static final int PRODUCT_TYPE_SHARES = 4;
|
||||
|
||||
// ── m_share_account.status_enum ───────────────────────────────────────
|
||||
private static final int STATUS_ACTIVE = 300;
|
||||
|
||||
// ── GL account the cashier deposits share money into ──────────────────
|
||||
private static final String SHARE_SUNDRY_ACCOUNT_NO = "SHASUN001";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
private final Gson gson = new Gson();
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// POST — Take cash from a member with no share account yet
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
@POST
|
||||
@Transactional
|
||||
public Response collect(final String body) {
|
||||
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
currentUser.validateHasPermissionTo("CREATE_JOURNALENTRY");
|
||||
|
||||
final JsonObject json = parseBody(body);
|
||||
final Long clientId = getLong(json, "clientId");
|
||||
final BigDecimal amount = getBigDecimal(json, "amount");
|
||||
final String note = sanitiseNote(getString(json, "note"));
|
||||
final LocalDate entryDate = parseDate(getString(json, "transactionDate"));
|
||||
|
||||
if (clientId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.clientid.required", "clientId is required.");
|
||||
}
|
||||
if (amount == null || amount.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.amount.invalid", "amount must be greater than zero.");
|
||||
}
|
||||
|
||||
final Map<String, Object> client = loadClient(clientId);
|
||||
final Long officeId = toLong(client.get("office_id"));
|
||||
final String clientName = (String) client.get("display_name");
|
||||
|
||||
// The share product drives the GL mapping. Collection happens before an account exists,
|
||||
// so the product is supplied by the caller or defaults to the only mapped share product.
|
||||
final Long productId = resolveProductId(getLong(json, "productId"));
|
||||
final String currencyCode = resolveCurrency(productId);
|
||||
|
||||
final Long glReference = requireGl(productId, FA_SHARES_REFERENCE, "Cash at Vault (Share Reference)");
|
||||
final Long glSuspense = requireGl(productId, FA_SHARES_SUSPENSE, "Share Sundry (Suspense)");
|
||||
|
||||
final long userId = currentUser.getId();
|
||||
final LocalDateTime now = LocalDateTime.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
final String txnId = "SHADV-" + System.nanoTime();
|
||||
final String receiptNo = nextReceiptNo();
|
||||
|
||||
final String desc = "Share advance collected from " + clientName + " | Receipt " + receiptNo + (note != null ? " | " + note : "");
|
||||
|
||||
insertEntry(officeId, glReference, DEBIT, amount, txnId, entryDate, null, userId, now, currencyCode, desc);
|
||||
insertEntry(officeId, glSuspense, CREDIT, amount, txnId, entryDate, null, userId, now, currencyCode,
|
||||
"Share advance held in Sundry | Receipt " + receiptNo);
|
||||
|
||||
jdbcTemplate.update(
|
||||
"INSERT INTO m_share_advance_collection "
|
||||
+ "(receipt_no, client_id, office_id, collection_date, amount, currency_code, status, "
|
||||
+ " gl_transaction_id, collected_by_user, collected_by_name, note) " + "VALUES (?,?,?,?,?,?,'UNAPPLIED',?,?,?,?)",
|
||||
receiptNo, clientId, officeId, java.sql.Date.valueOf(entryDate), amount, currencyCode, txnId, userId,
|
||||
currentUser.getUsername(), note);
|
||||
|
||||
final Long id = jdbcTemplate.queryForObject("SELECT id FROM m_share_advance_collection WHERE receipt_no = ?", Long.class,
|
||||
receiptNo);
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("collectionId", id);
|
||||
out.put("receiptNo", receiptNo);
|
||||
out.put("clientId", clientId);
|
||||
out.put("clientName", clientName);
|
||||
out.put("amount", amount);
|
||||
out.put("currency", currencyCode);
|
||||
out.put("status", "UNAPPLIED");
|
||||
out.put("glTransactionId", txnId);
|
||||
out.put("message", "Cash received and held in Share Sundry. Quote receipt " + receiptNo + " when the share account is created.");
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// GET — Unapplied receipts, optionally for one client
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
@GET
|
||||
public Response listUnapplied(@QueryParam("clientId") final Long clientId) {
|
||||
this.context.authenticatedUser();
|
||||
|
||||
final StringBuilder sql = new StringBuilder("SELECT c.id, c.receipt_no, c.voucher_no, c.client_id,"
|
||||
+ " cl.display_name AS client_name, " + " c.collection_date, c.amount, c.currency_code, c.status, c.note "
|
||||
+ " FROM m_share_advance_collection c JOIN m_client cl ON cl.id = c.client_id " + " WHERE c.status = 'UNAPPLIED' ");
|
||||
if (clientId != null) {
|
||||
sql.append(" AND c.client_id = ").append(clientId);
|
||||
}
|
||||
sql.append(" ORDER BY c.collection_date, c.id");
|
||||
|
||||
final List<Map<String, Object>> rows = jdbcTemplate.queryForList(sql.toString());
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("unappliedCollections", rows);
|
||||
out.put("totalUnapplied", rows.stream().map(r -> (BigDecimal) r.get("amount")).reduce(BigDecimal.ZERO, BigDecimal::add));
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// GET — One unapplied receipt by the voucher number quoted by the member
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// The voucher arrives as a query parameter because numbers are formatted CR/001/2108/0001:
|
||||
// as a path segment the encoded slashes (%2F) are rejected by Spring Security's strict
|
||||
// firewall with a 400 before the request reaches this resource. The older
|
||||
// /by-voucher/{voucherNo} path is kept for receipt numbers, which carry no slashes.
|
||||
@GET
|
||||
@Path("/by-voucher")
|
||||
public Response findByVoucherParam(@QueryParam("voucherNo") final String voucherNo,
|
||||
@QueryParam("clientId") final Long clientIdHint) {
|
||||
if (voucherNo == null || voucherNo.isBlank()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.voucher.required",
|
||||
"A voucher or receipt number is required.");
|
||||
}
|
||||
return findByVoucher(voucherNo, clientIdHint);
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("/by-voucher/{voucherNo}")
|
||||
public Response findByVoucher(@PathParam("voucherNo") final String voucherNo, @QueryParam("clientId") final Long clientIdHint) {
|
||||
this.context.authenticatedUser();
|
||||
|
||||
// Matched on voucher_no or receipt_no so a pre-voucher receipt number still resolves.
|
||||
final List<Map<String, Object>> rows = jdbcTemplate
|
||||
.queryForList("SELECT c.id, c.receipt_no, c.voucher_no, c.client_id, cl.display_name AS client_name,"
|
||||
+ " c.collection_date, c.amount, c.currency_code, c.status, c.note," + " c.applied_share_account_id "
|
||||
+ " FROM m_share_advance_collection c JOIN m_client cl ON cl.id = c.client_id "
|
||||
+ " WHERE c.voucher_no = ? OR c.receipt_no = ? ORDER BY c.id DESC", voucherNo, voucherNo);
|
||||
|
||||
if (rows.isEmpty()) {
|
||||
// Cash is normally taken through the cashier's Transaction Entry deposit into the Share
|
||||
// Sundry GL, which lives in m_cashier_deposit_request. Adopt that approved deposit as a
|
||||
// collection so the member's voucher resolves here.
|
||||
final Map<String, Object> adopted = adoptApprovedDeposit(voucherNo, clientIdHint);
|
||||
if (adopted != null) {
|
||||
return Response.ok(gson.toJson(adopted)).build();
|
||||
}
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.voucher.notfound", "No share collection found for voucher "
|
||||
+ voucherNo + ". Check the number, or confirm the deposit has been approved by a manager.");
|
||||
}
|
||||
|
||||
final Map<String, Object> row = rows.get(0);
|
||||
if (!"UNAPPLIED".equals(row.get("status"))) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.voucher.already.applied",
|
||||
"Voucher " + voucherNo + " is already " + row.get("status") + " and cannot be applied again.");
|
||||
}
|
||||
return Response.ok(gson.toJson(row)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// POST — Apply a receipt to an activated share account
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
@POST
|
||||
@Path("/{collectionId}/apply")
|
||||
@Transactional
|
||||
public Response apply(@PathParam("collectionId") final Long collectionId, final String body) {
|
||||
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
currentUser.validateHasPermissionTo("CREATE_JOURNALENTRY");
|
||||
|
||||
final JsonObject json = parseBody(body);
|
||||
final Long shareAccountId = getLong(json, "shareAccountId");
|
||||
if (shareAccountId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.accountid.required", "shareAccountId is required.");
|
||||
}
|
||||
|
||||
// A member who pays in instalments has more than one receipt against the same application:
|
||||
// ₹4,500 today, the ₹500 balance tomorrow. Neither settles the account on its own, so they
|
||||
// are applied together as one settlement. The path receipt leads; any others come in the
|
||||
// body.
|
||||
final List<Long> collectionIds = new java.util.ArrayList<>();
|
||||
collectionIds.add(collectionId);
|
||||
for (final Long additionalId : getLongList(json, "additionalCollectionIds")) {
|
||||
if (!collectionIds.contains(additionalId)) {
|
||||
collectionIds.add(additionalId);
|
||||
}
|
||||
}
|
||||
|
||||
final List<Map<String, Object>> collections = new java.util.ArrayList<>();
|
||||
for (final Long id : collectionIds) {
|
||||
final Map<String, Object> row = loadCollection(id);
|
||||
if (!"UNAPPLIED".equals(row.get("status"))) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.already.applied",
|
||||
"Receipt " + row.get("receipt_no") + " is already " + row.get("status") + ".");
|
||||
}
|
||||
collections.add(row);
|
||||
}
|
||||
|
||||
final Map<String, Object> coll = collections.get(0);
|
||||
|
||||
final Map<String, Object> acct = loadAccount(shareAccountId);
|
||||
|
||||
// Every receipt belongs to the member: applying one to someone else's account would move
|
||||
// one member's money into another's share capital. Checked per receipt, since a settlement
|
||||
// can now carry several.
|
||||
final Long acctClientId = toLong(acct.get("client_id"));
|
||||
for (final Map<String, Object> row : collections) {
|
||||
if (!toLong(row.get("client_id")).equals(acctClientId)) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.client.mismatch", "Receipt " + row.get("receipt_no")
|
||||
+ " belongs to a different member than share account " + acct.get("account_no") + ".");
|
||||
}
|
||||
}
|
||||
|
||||
final int statusEnum = toInt(acct.get("status_enum"));
|
||||
if (statusEnum != STATUS_ACTIVE) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.account.not.active",
|
||||
"Share account " + acct.get("account_no") + " must be Active before a collection can be applied.");
|
||||
}
|
||||
if (Boolean.TRUE.equals(acct.get("collection_applied"))) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.account.already.settled",
|
||||
"Share account " + acct.get("account_no") + " has already been settled.");
|
||||
}
|
||||
|
||||
// Share value the account was opened for, and any entry fee attached to it.
|
||||
final BigDecimal shareAmount = shareValueOf(shareAccountId);
|
||||
final BigDecimal chargeAmount = outstandingChargeOf(shareAccountId);
|
||||
final BigDecimal required = shareAmount.add(chargeAmount);
|
||||
|
||||
BigDecimal receiptAmount = BigDecimal.ZERO;
|
||||
final StringBuilder receiptNos = new StringBuilder();
|
||||
for (final Map<String, Object> row : collections) {
|
||||
receiptAmount = receiptAmount.add((BigDecimal) row.get("amount"));
|
||||
if (receiptNos.length() > 0) {
|
||||
receiptNos.append(" + ");
|
||||
}
|
||||
receiptNos.append(row.get("receipt_no"));
|
||||
}
|
||||
|
||||
// Short is blocked: share capital cannot be part-issued — the member either bought those
|
||||
// shares or did not — so settling for less would leave the account short by an amount owed
|
||||
// by nobody. The clerk collects the balance on another receipt and applies both together.
|
||||
if (receiptAmount.compareTo(required) < 0) {
|
||||
final BigDecimal shortfall = required.subtract(receiptAmount);
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.amount.short",
|
||||
"Receipt " + receiptNos + " totals " + receiptAmount + " but share account " + acct.get("account_no") + " requires "
|
||||
+ required + " (shares " + shareAmount + " + charges " + chargeAmount + "). Collect the remaining " + shortfall
|
||||
+ " from the member, then apply both receipts together.");
|
||||
}
|
||||
|
||||
// Over-payment is allowed through rather than turning a member away over a rounded-up note.
|
||||
// The difference is credited to their linked savings account below.
|
||||
final BigDecimal excessAmount = receiptAmount.subtract(required);
|
||||
final Long savingsAccountId = toLong(acct.get("savings_account_id"));
|
||||
if (excessAmount.compareTo(BigDecimal.ZERO) > 0 && savingsAccountId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.excess.no.savings",
|
||||
"Receipt " + receiptNos + " totals " + receiptAmount + " but share account " + acct.get("account_no")
|
||||
+ " requires only " + required + ". The extra " + excessAmount + " must be credited to the member's savings "
|
||||
+ "account, but none is linked to this share account. Link one, or collect the exact amount.");
|
||||
}
|
||||
|
||||
final Long officeId = toLong(acct.get("office_id"));
|
||||
final Long productId = toLong(acct.get("product_id"));
|
||||
final String currencyCode = (String) acct.get("currency_code");
|
||||
|
||||
final Long glSuspense = requireGl(productId, FA_SHARES_SUSPENSE, "Share Sundry (Suspense)");
|
||||
final Long glEquity = requireGl(productId, FA_SHARES_EQUITY, "Share Capital (Equity)");
|
||||
|
||||
final long userId = currentUser.getId();
|
||||
final LocalDateTime now = LocalDateTime.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
final LocalDate entryDate = parseDate(getString(json, "transactionDate"));
|
||||
final String txnId = "SHAPP-" + System.nanoTime();
|
||||
final String accountNo = (String) acct.get("account_no");
|
||||
|
||||
// Dr Sundry for everything collected, including any over-payment — the liability those
|
||||
// receipts created is cleared in full, in one leg, so nothing is left behind in suspense.
|
||||
insertEntry(officeId, glSuspense, DEBIT, receiptAmount, txnId, entryDate, shareAccountId, userId, now, currencyCode,
|
||||
"Share application settled from Sundry | Receipt " + receiptNos + " | " + accountNo);
|
||||
|
||||
// Cr Share Capital for the share value.
|
||||
insertEntry(officeId, glEquity, CREDIT, shareAmount, txnId, entryDate, shareAccountId, userId, now, currencyCode,
|
||||
"Share capital issued for " + accountNo);
|
||||
|
||||
// Cr Income from Fees for the entry fee, when one was charged.
|
||||
if (chargeAmount.compareTo(BigDecimal.ZERO) > 0) {
|
||||
// Resolved from the share product's "Income from Fees" mapping, which points at the
|
||||
// Share Entry Fee Income GL — changing that mapping redirects the fee without a code change.
|
||||
final Long glIncome = requireGl(productId, FA_INCOME_FROM_FEES, "Share Entry Fee Income");
|
||||
insertEntry(officeId, glIncome, CREDIT, chargeAmount, txnId, entryDate, shareAccountId, userId, now, currencyCode,
|
||||
"Share entry fee for " + accountNo);
|
||||
|
||||
jdbcTemplate.update("UPDATE m_share_account_charge SET is_paid_derived = true, amount_paid_derived = amount, "
|
||||
+ " amount_outstanding_derived = 0 WHERE account_id = ? AND is_active = true", shareAccountId);
|
||||
}
|
||||
|
||||
// The over-payment goes back to the member as a savings deposit rather than a bare journal
|
||||
// entry, so it lands in their passbook and running balance the way any counter deposit
|
||||
// would. Posted through Fineract's own deposit command, which writes its own Cr Savings
|
||||
// Control leg — the Dr side is the Sundry debit above, which covered the whole receipt.
|
||||
Long excessSavingsTransactionId = null;
|
||||
if (excessAmount.compareTo(BigDecimal.ZERO) > 0) {
|
||||
excessSavingsTransactionId = executeSavingsDeposit(savingsAccountId, excessAmount, entryDate,
|
||||
"Excess on share application receipt " + receiptNos + " for share account " + accountNo);
|
||||
}
|
||||
|
||||
// Stamp the originating cashier deposits so the same vouchers cannot be applied twice.
|
||||
for (final Map<String, Object> row : collections) {
|
||||
if (row.get("voucher_no") != null) {
|
||||
jdbcTemplate.update(
|
||||
"UPDATE m_cashier_deposit_request SET share_account_id = ?, share_applied_on = ?, "
|
||||
+ " share_applied_txn_id = ? WHERE voucher_no = ? AND account_no = ? AND share_account_id IS NULL",
|
||||
shareAccountId, java.sql.Date.valueOf(entryDate), txnId, row.get("voucher_no"), SHARE_SUNDRY_ACCOUNT_NO);
|
||||
}
|
||||
}
|
||||
|
||||
// Every receipt in this settlement is marked applied, not just the one in the path — they
|
||||
// were all consumed by it, and an unmarked one would still show as money awaiting use.
|
||||
for (final Long id : collectionIds) {
|
||||
jdbcTemplate.update(
|
||||
"UPDATE m_share_advance_collection SET status = 'APPLIED', applied_share_account_id = ?, "
|
||||
+ " applied_on_date = ?, applied_gl_transaction_id = ? WHERE id = ?",
|
||||
shareAccountId, java.sql.Date.valueOf(entryDate), txnId, id);
|
||||
}
|
||||
|
||||
// Reveals the purchase transaction in the passbook and transactions views.
|
||||
jdbcTemplate.update("UPDATE m_share_account SET collection_applied = true WHERE id = ?", shareAccountId);
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("collectionId", collectionId);
|
||||
out.put("collectionIds", collectionIds);
|
||||
out.put("receiptNo", receiptNos.toString());
|
||||
out.put("shareAccountId", shareAccountId);
|
||||
out.put("accountNo", accountNo);
|
||||
out.put("shareAmount", shareAmount);
|
||||
out.put("chargeAmount", chargeAmount);
|
||||
out.put("totalApplied", required);
|
||||
out.put("totalCollected", receiptAmount);
|
||||
out.put("glTransactionId", txnId);
|
||||
out.put("status", "APPLIED");
|
||||
// Told at the counter, while the member is still there, rather than left to be noticed on
|
||||
// a statement later.
|
||||
out.put("excessAmount", excessAmount);
|
||||
if (excessSavingsTransactionId != null) {
|
||||
out.put("excessSavingsTransactionId", excessSavingsTransactionId);
|
||||
out.put("excessMessage", "The member paid " + excessAmount + " more than this application required. It has been credited to "
|
||||
+ "their savings account.");
|
||||
}
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
// Helpers
|
||||
// ══════════════════════════════════════════════════════════════════════
|
||||
|
||||
/**
|
||||
* Adopts an approved cashier deposit into the Share Sundry GL as a share advance collection.
|
||||
*
|
||||
* The cashier's Transaction Entry deposit already posted Dr Cash / Cr Share Sundry and was approved by a manager,
|
||||
* so the money is genuinely in Sundry — it simply has no collection row yet. This creates that row on first lookup
|
||||
* so the voucher resolves and can be applied.
|
||||
*
|
||||
* A deposit made straight to the Sundry GL carries no member, so the member is taken from the share account the
|
||||
* clerk is settling ({@code clientIdHint}). The amount still has to match the account exactly at apply time, which
|
||||
* is what keeps the money tied to the right member.
|
||||
*
|
||||
* @return the newly created collection row, or null when no approved Sundry deposit matches.
|
||||
*/
|
||||
private Map<String, Object> adoptApprovedDeposit(final String voucherNo, final Long clientIdHint) {
|
||||
final List<Map<String, Object>> deposits = jdbcTemplate
|
||||
.queryForList(
|
||||
"SELECT d.id, d.voucher_no, d.client_id, d.amount, d.status, d.txn_date, d.txn_id,"
|
||||
+ " d.office_id, d.currency_code, d.cashier_id, d.cashier_name, d.share_account_id"
|
||||
+ " FROM m_cashier_deposit_request d"
|
||||
+ " WHERE d.voucher_no = ? AND d.account_no = ? AND d.status = 'APPROVED'" + " ORDER BY d.id DESC",
|
||||
voucherNo, SHARE_SUNDRY_ACCOUNT_NO);
|
||||
|
||||
if (deposits.isEmpty()) {
|
||||
return null;
|
||||
}
|
||||
final Map<String, Object> dep = deposits.get(0);
|
||||
|
||||
if (toLong(dep.get("share_account_id")) != null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.voucher.already.applied",
|
||||
"Voucher " + voucherNo + " has already been applied to a share account.");
|
||||
}
|
||||
|
||||
// Prefer the member recorded on the deposit; fall back to the account being settled.
|
||||
final Long clientId = dep.get("client_id") != null ? toLong(dep.get("client_id")) : clientIdHint;
|
||||
if (clientId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.voucher.no.client",
|
||||
"Voucher " + voucherNo + " was deposited straight to the Share Sundry GL without a member,"
|
||||
+ " so it cannot be matched. Re-enter the deposit against the member.");
|
||||
}
|
||||
|
||||
final Long officeId = dep.get("office_id") != null ? toLong(dep.get("office_id")) : loadClientOfficeId(clientId);
|
||||
final String currency = dep.get("currency_code") != null ? (String) dep.get("currency_code") : "INR";
|
||||
final LocalDate collectionDate = dep.get("txn_date") instanceof java.sql.Date ? ((java.sql.Date) dep.get("txn_date")).toLocalDate()
|
||||
: LocalDate.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
|
||||
final String receiptNo = nextReceiptNo();
|
||||
jdbcTemplate.update(
|
||||
"INSERT INTO m_share_advance_collection "
|
||||
+ "(receipt_no, voucher_no, client_id, office_id, collection_date, amount, currency_code, status, "
|
||||
+ " gl_transaction_id, collected_by_user, collected_by_name, note) " + "VALUES (?,?,?,?,?,?,?,'UNAPPLIED',?,?,?,?)",
|
||||
receiptNo, voucherNo, clientId, officeId, java.sql.Date.valueOf(collectionDate), dep.get("amount"), currency,
|
||||
dep.get("txn_id"), toLong(dep.get("cashier_id")), dep.get("cashier_name"),
|
||||
"Adopted from cashier deposit voucher " + voucherNo);
|
||||
|
||||
return jdbcTemplate.queryForMap(
|
||||
"SELECT c.id, c.receipt_no, c.voucher_no, c.client_id, cl.display_name AS client_name,"
|
||||
+ " c.collection_date, c.amount, c.currency_code, c.status, c.note, c.applied_share_account_id"
|
||||
+ " FROM m_share_advance_collection c JOIN m_client cl ON cl.id = c.client_id" + " WHERE c.receipt_no = ?",
|
||||
receiptNo);
|
||||
}
|
||||
|
||||
private Long loadClientOfficeId(final Long clientId) {
|
||||
return jdbcTemplate.queryForObject("SELECT office_id FROM m_client WHERE id = ?", Long.class, clientId);
|
||||
}
|
||||
|
||||
/** Share value the account was opened for: the pending/approved purchase transaction. */
|
||||
private BigDecimal shareValueOf(final Long shareAccountId) {
|
||||
final BigDecimal total = jdbcTemplate
|
||||
.queryForObject("SELECT COALESCE(SUM(total_shares * unit_price), 0) FROM m_share_account_transactions "
|
||||
+ " WHERE account_id = ? AND is_active = true AND type_enum = 500", BigDecimal.class, shareAccountId);
|
||||
return total == null ? BigDecimal.ZERO : total;
|
||||
}
|
||||
|
||||
/** Entry fee still outstanding on the account, zero when no charge was attached. */
|
||||
private BigDecimal outstandingChargeOf(final Long shareAccountId) {
|
||||
// Driven by the money still owed rather than the is_paid_derived flag alone: accounts
|
||||
// created before the flat-charge fix carry the flag set to true while the full amount is
|
||||
// still outstanding, and those charges must still be settled by the collection.
|
||||
final BigDecimal total = jdbcTemplate.queryForObject(
|
||||
"SELECT COALESCE(SUM(GREATEST(COALESCE(amount_outstanding_derived, 0), 0)), 0) " + " FROM m_share_account_charge "
|
||||
+ " WHERE account_id = ? AND is_active = true " + " AND COALESCE(amount_outstanding_derived, 0) > 0",
|
||||
BigDecimal.class, shareAccountId);
|
||||
return total == null ? BigDecimal.ZERO : total;
|
||||
}
|
||||
|
||||
private Map<String, Object> loadCollection(final Long id) {
|
||||
try {
|
||||
return jdbcTemplate.queryForMap("SELECT * FROM m_share_advance_collection WHERE id = ?", id);
|
||||
} catch (EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.not.found",
|
||||
"Share advance collection " + id + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
private Map<String, Object> loadClient(final Long clientId) {
|
||||
try {
|
||||
return jdbcTemplate.queryForMap("SELECT id, office_id, display_name FROM m_client WHERE id = ?", clientId);
|
||||
} catch (EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.client.not.found", "Client " + clientId + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
private Map<String, Object> loadAccount(final Long shareAccountId) {
|
||||
try {
|
||||
return jdbcTemplate.queryForMap("SELECT sa.id, sa.account_no, sa.client_id, sa.product_id, sa.status_enum, "
|
||||
+ " sa.currency_code, sa.collection_applied, sa.savings_account_id, c.office_id "
|
||||
+ " FROM m_share_account sa JOIN m_client c ON c.id = sa.client_id WHERE sa.id = ?", shareAccountId);
|
||||
} catch (EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.account.not.found",
|
||||
"Share account " + shareAccountId + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Uses the caller's product when given, else the single mapped share product.
|
||||
*
|
||||
* The mapping table is joined to m_share_product because acc_product_mapping can hold rows for product ids that are
|
||||
* not share products (stale rows left by deleted products), and counting those would make auto-detection fail even
|
||||
* when only one real share product is mapped.
|
||||
*/
|
||||
private Long resolveProductId(final Long requested) {
|
||||
if (requested != null) {
|
||||
return requested;
|
||||
}
|
||||
final List<Long> ids = jdbcTemplate.queryForList("SELECT DISTINCT m.product_id FROM acc_product_mapping m "
|
||||
+ " JOIN m_share_product p ON p.id = m.product_id WHERE m.product_type = ?", Long.class, PRODUCT_TYPE_SHARES);
|
||||
if (ids.isEmpty()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.product.not.mapped",
|
||||
"No share product has GL mappings configured.");
|
||||
}
|
||||
if (ids.size() > 1) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.productid.required",
|
||||
"productId is required: " + ids.size() + " share products have GL mappings.");
|
||||
}
|
||||
return ids.get(0);
|
||||
}
|
||||
|
||||
private String resolveCurrency(final Long productId) {
|
||||
try {
|
||||
final String code = jdbcTemplate.queryForObject("SELECT currency_code FROM m_share_product WHERE id = ?", String.class,
|
||||
productId);
|
||||
return code == null ? "INR" : code;
|
||||
} catch (EmptyResultDataAccessException e) {
|
||||
return "INR";
|
||||
}
|
||||
}
|
||||
|
||||
private Long requireGl(final Long productId, final int financialAccountType, final String label) {
|
||||
final Long glId = resolveGl(productId, financialAccountType);
|
||||
if (glId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.gl.not.mapped",
|
||||
label + " GL is not mapped for share product " + productId + ".");
|
||||
}
|
||||
return glId;
|
||||
}
|
||||
|
||||
private Long resolveGl(final Long productId, final int financialAccountType) {
|
||||
try {
|
||||
return jdbcTemplate.queryForObject(
|
||||
"SELECT gl_account_id FROM acc_product_mapping "
|
||||
+ " WHERE product_id = ? AND product_type = ? AND financial_account_type = ? AND charge_id IS NULL",
|
||||
Long.class, productId, PRODUCT_TYPE_SHARES, financialAccountType);
|
||||
} catch (IncorrectResultSizeDataAccessException e) {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
private String nextReceiptNo() {
|
||||
final Long seq = jdbcTemplate.queryForObject("SELECT COALESCE(MAX(id), 0) + 1 FROM m_share_advance_collection", Long.class);
|
||||
return String.format("SHADV%06d", seq == null ? 1 : seq);
|
||||
}
|
||||
|
||||
private void insertEntry(final Long officeId, final Long glAccountId, final int typeEnum, final BigDecimal amount, final String txnId,
|
||||
final LocalDate entryDate, final Long shareAccountId, final long userId, final LocalDateTime now, final String currencyCode,
|
||||
final String description) {
|
||||
jdbcTemplate.update(
|
||||
"INSERT INTO acc_gl_journal_entry " + "(account_id, office_id, currency_code, transaction_id, reversed, manual_entry, "
|
||||
+ " entry_date, type_enum, amount, description, entity_id, "
|
||||
+ " created_by, last_modified_by, created_date, lastmodified_date, "
|
||||
+ " is_running_balance_calculated, office_running_balance, "
|
||||
+ " organization_running_balance, submitted_on_date, transaction_date, " + " created_on_utc, last_modified_on_utc) "
|
||||
+ "VALUES (?,?,?,?,false,true,?,?,?,?,?,?,?,?,?,false,0,0,?,?,?,?)",
|
||||
glAccountId, officeId, currencyCode, txnId, java.sql.Date.valueOf(entryDate), typeEnum, amount, description, shareAccountId,
|
||||
userId, userId, now, now, java.sql.Date.valueOf(entryDate), java.sql.Date.valueOf(entryDate), toUtc(now), toUtc(now));
|
||||
}
|
||||
|
||||
/**
|
||||
* A tenant-local timestamp converted to the real UTC instant, for the {@code *_on_utc} columns.
|
||||
*
|
||||
* {@code atOffset(ZoneOffset.UTC)} would only relabel it — stamping 18:34 IST as "18:34 UTC", which reads back as
|
||||
* 00:04 the next day and made an evening posting appear as just after midnight. The instant has to be resolved in
|
||||
* the tenant's own zone first, which is the zone {@code now} was taken in.
|
||||
*/
|
||||
private java.time.OffsetDateTime toUtc(final LocalDateTime tenantLocalTime) {
|
||||
return tenantLocalTime.atZone(DateUtils.getDateTimeZoneOfTenant()).toOffsetDateTime()
|
||||
.withOffsetSameInstant(ZoneOffset.UTC);
|
||||
}
|
||||
|
||||
private JsonObject parseBody(final String body) {
|
||||
if (body == null || body.isBlank()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.request.empty", "Request body is required.");
|
||||
}
|
||||
try {
|
||||
return JsonParser.parseString(body).getAsJsonObject();
|
||||
} catch (Exception e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.request.invalid", "Request body must be valid JSON.");
|
||||
}
|
||||
}
|
||||
|
||||
private LocalDate parseDate(final String raw) {
|
||||
if (raw == null || raw.isBlank()) {
|
||||
return LocalDate.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
}
|
||||
try {
|
||||
return LocalDate.parse(raw);
|
||||
} catch (DateTimeParseException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.date.invalid",
|
||||
"transactionDate must be in YYYY-MM-DD format. Received: " + raw);
|
||||
}
|
||||
}
|
||||
|
||||
private String sanitiseNote(final String raw) {
|
||||
if (raw == null || raw.isBlank()) {
|
||||
return null;
|
||||
}
|
||||
final String trimmed = raw.trim();
|
||||
return trimmed.length() > 490 ? trimmed.substring(0, 490) : trimmed;
|
||||
}
|
||||
|
||||
private String getString(final JsonObject json, final String field) {
|
||||
return json.has(field) && !json.get(field).isJsonNull() ? json.get(field).getAsString() : null;
|
||||
}
|
||||
|
||||
private Long getLong(final JsonObject json, final String field) {
|
||||
return json.has(field) && !json.get(field).isJsonNull() ? json.get(field).getAsLong() : null;
|
||||
}
|
||||
|
||||
private BigDecimal getBigDecimal(final JsonObject json, final String field) {
|
||||
return json.has(field) && !json.get(field).isJsonNull() ? json.get(field).getAsBigDecimal() : null;
|
||||
}
|
||||
|
||||
/** Further receipts making up one settlement. Empty when the caller sent a single receipt. */
|
||||
private List<Long> getLongList(final JsonObject json, final String field) {
|
||||
final List<Long> values = new java.util.ArrayList<>();
|
||||
if (!json.has(field) || json.get(field).isJsonNull() || !json.get(field).isJsonArray()) {
|
||||
return values;
|
||||
}
|
||||
for (final com.google.gson.JsonElement element : json.get(field).getAsJsonArray()) {
|
||||
if (!element.isJsonNull()) {
|
||||
values.add(element.getAsLong());
|
||||
}
|
||||
}
|
||||
return values;
|
||||
}
|
||||
|
||||
/**
|
||||
* Credits an over-payment to the member's savings account.
|
||||
*
|
||||
* Routed through Fineract's own savings deposit command rather than a direct journal entry, so the money appears in
|
||||
* the member's passbook, statement and running balance exactly as an over-the-counter deposit does. A bare GL entry
|
||||
* would move the balance in the ledger while leaving the member's own account history silent about it.
|
||||
*/
|
||||
private Long executeSavingsDeposit(final Long savingsAccountId, final BigDecimal amount, final LocalDate txnDate, final String note) {
|
||||
final JsonObject payload = new JsonObject();
|
||||
payload.addProperty("locale", "en");
|
||||
payload.addProperty("dateFormat", "yyyy-MM-dd");
|
||||
payload.addProperty("transactionDate", txnDate.toString());
|
||||
payload.addProperty("transactionAmount", amount);
|
||||
payload.addProperty("paymentTypeId", resolveExcessPaymentTypeId());
|
||||
payload.addProperty("note", note);
|
||||
|
||||
final CommandWrapper cmd = new CommandWrapperBuilder().savingsAccountDeposit(savingsAccountId).withJson(payload.toString())
|
||||
.build();
|
||||
return this.commandsSourceWritePlatformService.logCommandSource(cmd).getResourceId();
|
||||
}
|
||||
|
||||
/**
|
||||
* The payment type this deposit is recorded under.
|
||||
*
|
||||
* Reuses the share settlement type seeded for the savings-debit route, since this is the same kind of movement in
|
||||
* the opposite direction — an internal transfer between a share application and the member's savings, not cash
|
||||
* over the counter. Falls back to any active type so an over-payment is never blocked by a missing seed row.
|
||||
*/
|
||||
private Long resolveExcessPaymentTypeId() {
|
||||
final List<Long> byName = jdbcTemplate.queryForList(
|
||||
"SELECT id FROM m_payment_type WHERE value = 'Share Application Settlement' ORDER BY id LIMIT 1", Long.class);
|
||||
if (!byName.isEmpty()) {
|
||||
return byName.get(0);
|
||||
}
|
||||
final List<Long> any = jdbcTemplate.queryForList("SELECT id FROM m_payment_type ORDER BY id LIMIT 1", Long.class);
|
||||
if (any.isEmpty()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.shareadvance.no.payment.type",
|
||||
"No payment type is configured, so the over-payment cannot be credited to the member's savings account.");
|
||||
}
|
||||
return any.get(0);
|
||||
}
|
||||
|
||||
private Long toLong(final Object o) {
|
||||
return o instanceof Number ? ((Number) o).longValue() : null;
|
||||
}
|
||||
|
||||
private int toInt(final Object o) {
|
||||
return o instanceof Number ? ((Number) o).intValue() : 0;
|
||||
}
|
||||
}
|
||||
+14
-2
@@ -375,8 +375,20 @@ public class ShareCollectionApiResource {
|
||||
userId, userId, now, now,
|
||||
java.sql.Date.valueOf(entryDate),
|
||||
java.sql.Date.valueOf(entryDate),
|
||||
now.atOffset(ZoneOffset.UTC),
|
||||
now.atOffset(ZoneOffset.UTC));
|
||||
toUtc(now),
|
||||
toUtc(now));
|
||||
}
|
||||
|
||||
/**
|
||||
* A tenant-local timestamp converted to the real UTC instant, for the {@code *_on_utc} columns.
|
||||
*
|
||||
* {@code atOffset(ZoneOffset.UTC)} would only relabel it — stamping 18:34 IST as "18:34 UTC", which reads back as
|
||||
* 00:04 the next day and made an evening posting appear as just after midnight. The instant has to be resolved in
|
||||
* the tenant's own zone first, which is the zone {@code now} was taken in.
|
||||
*/
|
||||
private java.time.OffsetDateTime toUtc(final LocalDateTime tenantLocalTime) {
|
||||
return tenantLocalTime.atZone(DateUtils.getDateTimeZoneOfTenant()).toOffsetDateTime()
|
||||
.withOffsetSameInstant(ZoneOffset.UTC);
|
||||
}
|
||||
|
||||
private Map<String, Object> glEntryMap(final String account, final String type,
|
||||
|
||||
+601
@@ -0,0 +1,601 @@
|
||||
/**
|
||||
* 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.cashtransfer.api;
|
||||
|
||||
import com.google.gson.Gson;
|
||||
import com.google.gson.GsonBuilder;
|
||||
import com.google.gson.JsonObject;
|
||||
import com.google.gson.JsonParser;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.DefaultValue;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.POST;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import jakarta.ws.rs.core.Response;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.time.LocalDateTime;
|
||||
import java.time.ZoneOffset;
|
||||
import java.util.ArrayList;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.infrastructure.core.service.DateUtils;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.useradministration.domain.AppUser;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
import org.springframework.dao.IncorrectResultSizeDataAccessException;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.stereotype.Component;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
/**
|
||||
* Settles a share application out of the member's own savings account.
|
||||
*
|
||||
* The cash route ({@code ShareAdvanceCollectionApiResource}) starts at the counter: the cashier receives money, it parks
|
||||
* in Share Sundry against a receipt, and applying that receipt turns it into share capital. A member who already banks
|
||||
* with the society has no reason to withdraw cash and hand it straight back, so this settles the application directly:
|
||||
*
|
||||
* <pre>
|
||||
* Dr Savings Control (share value + entry fee)
|
||||
* Cr Share Capital (share value)
|
||||
* Cr Entry Fee Income (charge, when one is attached)
|
||||
* </pre>
|
||||
*
|
||||
* No Sundry leg, because nothing is ever held — the debit and the share issue happen together.
|
||||
*
|
||||
* Maker-checker, unlike the cash route: a clerk records the request and a manager approves it, and only the approval
|
||||
* touches the member's balance. The cash route needs no checker because the cashier's receipt is already a second pair
|
||||
* of eyes; here nobody has counted anything, so the approval is the first and only moment the member's money moves.
|
||||
*
|
||||
* The withdrawal itself goes through Fineract's own savings withdrawal command, so the member's passbook, statement and
|
||||
* running balance reflect it exactly as an over-the-counter withdrawal would. That command posts its own
|
||||
* Dr Savings Control / Cr Cash pair, which is wrong here — no cash left the branch — so those entries are reversed and
|
||||
* replaced with the share-capital pair above.
|
||||
*/
|
||||
@Path("/v1/sharesavingsdebit")
|
||||
@Component
|
||||
@Tag(name = "Share Savings Debit", description = "Settle a share application by debiting the member's linked savings account, under maker-checker.")
|
||||
@RequiredArgsConstructor
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
public class ShareSavingsDebitRequestApiResource {
|
||||
|
||||
// Fineract convention: 1 = CREDIT, 2 = DEBIT.
|
||||
private static final int CREDIT = 1;
|
||||
private static final int DEBIT = 2;
|
||||
|
||||
// acc_product_mapping.financial_account_type for share products; mirrors ShareAdvanceCollectionApiResource.
|
||||
private static final int FA_INCOME_FROM_FEES = 3;
|
||||
private static final int FA_SHARES_EQUITY = 4;
|
||||
private static final int PRODUCT_TYPE_SHARES = 4;
|
||||
|
||||
/** acc_product_mapping for savings: product_type 2, financial_account_type 2 = Savings Control. */
|
||||
private static final int PRODUCT_TYPE_SAVINGS = 2;
|
||||
private static final int FA_SAVINGS_CONTROL = 2;
|
||||
|
||||
private static final int SHARE_STATUS_ACTIVE = 300;
|
||||
private static final int SAVINGS_STATUS_ACTIVE = 300;
|
||||
|
||||
/** m_payment_type.value seeded by changelog 0483 for this settlement. */
|
||||
private static final String SETTLEMENT_PAYMENT_TYPE = "Share Application Settlement";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
private final Gson gson = new GsonBuilder().serializeNulls().setDateFormat("yyyy-MM-dd'T'HH:mm:ss").create();
|
||||
|
||||
// ── GET /v1/sharesavingsdebit/eligibility/{shareAccountId} ──────────────
|
||||
|
||||
/**
|
||||
* Whether this share account can be settled from savings, and for how much.
|
||||
*
|
||||
* Answers before the clerk commits to anything: is the account active and unsettled, is a savings account linked,
|
||||
* does it hold enough. A shortfall is reported here rather than only on submit, so the member can be told at the
|
||||
* counter instead of after a request has been raised and has to be rejected.
|
||||
*/
|
||||
@GET
|
||||
@Path("/eligibility/{shareAccountId}")
|
||||
public Response eligibility(@PathParam("shareAccountId") final Long shareAccountId) {
|
||||
this.context.authenticatedUser();
|
||||
final Map<String, Object> acct = loadShareAccount(shareAccountId);
|
||||
|
||||
final BigDecimal shareAmount = shareValueOf(shareAccountId);
|
||||
final BigDecimal chargeAmount = outstandingChargeOf(shareAccountId);
|
||||
final BigDecimal required = shareAmount.add(chargeAmount);
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("shareAccountId", shareAccountId);
|
||||
out.put("shareAccountNo", acct.get("account_no"));
|
||||
out.put("shareAmount", shareAmount);
|
||||
out.put("chargeAmount", chargeAmount);
|
||||
out.put("totalRequired", required);
|
||||
|
||||
final Object savingsAccountIdRaw = acct.get("savings_account_id");
|
||||
if (savingsAccountIdRaw == null) {
|
||||
out.put("eligible", false);
|
||||
out.put("reason", "This share account has no linked savings account. Settle it by cash collection instead.");
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
final Long savingsAccountId = toLong(savingsAccountIdRaw);
|
||||
final Map<String, Object> savings = loadSavingsAccount(savingsAccountId);
|
||||
final BigDecimal balance = (BigDecimal) savings.get("account_balance_derived");
|
||||
final BigDecimal available = balance == null ? BigDecimal.ZERO : balance;
|
||||
|
||||
out.put("savingsAccountId", savingsAccountId);
|
||||
out.put("savingsAccountNo", savings.get("account_no"));
|
||||
out.put("savingsBalance", available);
|
||||
|
||||
final String blocker = settlementBlocker(acct, savings, required, available);
|
||||
out.put("eligible", blocker == null);
|
||||
out.put("reason", blocker);
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
/**
|
||||
* Why this share account cannot be settled from savings right now, or null when it can.
|
||||
*
|
||||
* Shared by eligibility and submit so the screen and the write path can never disagree about whether a settlement
|
||||
* is allowed.
|
||||
*/
|
||||
private String settlementBlocker(final Map<String, Object> shareAccount, final Map<String, Object> savings,
|
||||
final BigDecimal required, final BigDecimal available) {
|
||||
|
||||
if (toInt(shareAccount.get("status_enum")) != SHARE_STATUS_ACTIVE) {
|
||||
return "Share account " + shareAccount.get("account_no") + " must be Active before it can be settled.";
|
||||
}
|
||||
if (Boolean.TRUE.equals(shareAccount.get("collection_applied"))) {
|
||||
return "Share account " + shareAccount.get("account_no") + " has already been settled.";
|
||||
}
|
||||
if (required.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
return "There is nothing outstanding on share account " + shareAccount.get("account_no") + ".";
|
||||
}
|
||||
// The savings account must belong to the same member — debiting anyone else's balance for
|
||||
// these shares would be taking one member's money for another's holding.
|
||||
if (!toLong(shareAccount.get("client_id")).equals(toLong(savings.get("client_id")))) {
|
||||
return "The linked savings account belongs to a different member.";
|
||||
}
|
||||
if (toInt(savings.get("status_enum")) != SAVINGS_STATUS_ACTIVE) {
|
||||
return "Savings account " + savings.get("account_no") + " is not Active.";
|
||||
}
|
||||
if (available.compareTo(required) < 0) {
|
||||
return "Savings account " + savings.get("account_no") + " holds " + available + " but " + required
|
||||
+ " is required. Take a deposit first, or settle by cash collection.";
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
// ── POST /v1/sharesavingsdebit ── Clerk records the request ─────────────
|
||||
|
||||
@POST
|
||||
@Transactional
|
||||
public Response submit(final String body) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
final JsonObject json = parseBody(body);
|
||||
final Long shareAccountId = getLong(json, "shareAccountId");
|
||||
if (shareAccountId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.accountid.required", "shareAccountId is required.");
|
||||
}
|
||||
|
||||
final Map<String, Object> acct = loadShareAccount(shareAccountId);
|
||||
final Object savingsAccountIdRaw = acct.get("savings_account_id");
|
||||
if (savingsAccountIdRaw == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.no.savings",
|
||||
"Share account " + acct.get("account_no") + " has no linked savings account.");
|
||||
}
|
||||
final Long savingsAccountId = toLong(savingsAccountIdRaw);
|
||||
final Map<String, Object> savings = loadSavingsAccount(savingsAccountId);
|
||||
|
||||
final BigDecimal shareAmount = shareValueOf(shareAccountId);
|
||||
final BigDecimal chargeAmount = outstandingChargeOf(shareAccountId);
|
||||
final BigDecimal required = shareAmount.add(chargeAmount);
|
||||
final BigDecimal balance = (BigDecimal) savings.get("account_balance_derived");
|
||||
|
||||
// Checked at submit as well as at approval: the clerk should be told now, not after the
|
||||
// member has left and a manager finds the account short.
|
||||
final String blocker = settlementBlocker(acct, savings, required, balance == null ? BigDecimal.ZERO : balance);
|
||||
if (blocker != null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.not.eligible", blocker);
|
||||
}
|
||||
|
||||
final Long existingPending = this.jdbcTemplate.queryForObject(
|
||||
"SELECT COUNT(*) FROM m_share_savings_debit_request WHERE share_account_id = ? AND status = 'PENDING'", Long.class,
|
||||
shareAccountId);
|
||||
if (existingPending != null && existingPending > 0) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.already.pending",
|
||||
"A savings-debit request for this share account is already pending review.");
|
||||
}
|
||||
|
||||
final Long newId = this.jdbcTemplate.queryForObject("""
|
||||
INSERT INTO m_share_savings_debit_request
|
||||
(share_account_id, client_id, savings_account_id, share_amount, charge_amount, total_amount,
|
||||
currency_code, status, clerk_id, clerk_name, note)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, 'PENDING', ?, ?, ?)
|
||||
RETURNING id
|
||||
""", Long.class, shareAccountId, toLong(acct.get("client_id")), savingsAccountId, shareAmount, chargeAmount, required,
|
||||
acct.get("currency_code"), currentUser.getId(), currentUser.getDisplayName(), getString(json, "note"));
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("resourceId", newId);
|
||||
out.put("status", "PENDING");
|
||||
out.put("totalAmount", required);
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ── GET /v1/sharesavingsdebit ── Requests awaiting review ───────────────
|
||||
|
||||
@GET
|
||||
public Response list(@QueryParam("status") @DefaultValue("PENDING") final String status,
|
||||
@QueryParam("shareAccountId") final Long shareAccountId) {
|
||||
this.context.authenticatedUser();
|
||||
|
||||
final StringBuilder sql = new StringBuilder("""
|
||||
SELECT r.id, r.share_account_id, sa.account_no AS share_account_no, r.client_id, c.display_name AS client_name,
|
||||
r.savings_account_id, sav.account_no AS savings_account_no, sav.account_balance_derived AS savings_balance,
|
||||
r.share_amount, r.charge_amount, r.total_amount, r.currency_code, r.status,
|
||||
r.clerk_id, r.clerk_name, r.submitted_at, r.manager_id, r.manager_name, r.actioned_at,
|
||||
r.rejection_reason, r.savings_transaction_id, r.gl_transaction_id, r.note
|
||||
FROM m_share_savings_debit_request r
|
||||
JOIN m_share_account sa ON sa.id = r.share_account_id
|
||||
JOIN m_client c ON c.id = r.client_id
|
||||
LEFT JOIN m_savings_account sav ON sav.id = r.savings_account_id
|
||||
WHERE 1 = 1
|
||||
""");
|
||||
final List<Object> params = new ArrayList<>();
|
||||
if (!"ALL".equalsIgnoreCase(status)) {
|
||||
sql.append(" AND r.status = ? ");
|
||||
params.add(status.toUpperCase());
|
||||
}
|
||||
if (shareAccountId != null) {
|
||||
sql.append(" AND r.share_account_id = ? ");
|
||||
params.add(shareAccountId);
|
||||
}
|
||||
sql.append(" ORDER BY r.submitted_at DESC, r.id DESC");
|
||||
|
||||
return Response.ok(gson.toJson(this.jdbcTemplate.queryForList(sql.toString(), params.toArray()))).build();
|
||||
}
|
||||
|
||||
// ── POST /v1/sharesavingsdebit/{id}/approve ── Manager approves ─────────
|
||||
|
||||
/**
|
||||
* Debits the member's savings and issues the shares.
|
||||
*
|
||||
* Everything the submit checked is re-checked here against live figures: the balance may have moved since, and the
|
||||
* approval is the point at which it actually matters.
|
||||
*/
|
||||
@POST
|
||||
@Path("/{id}/approve")
|
||||
@Transactional
|
||||
public Response approve(@PathParam("id") final Long id, final String body) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
currentUser.validateHasPermissionTo("CREATE_JOURNALENTRY");
|
||||
validateCheckerRole(currentUser);
|
||||
|
||||
final Map<String, Object> req = loadRequest(id);
|
||||
if (!"PENDING".equals(req.get("status"))) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.not.pending",
|
||||
"Only PENDING requests can be approved. This one is " + req.get("status") + ".");
|
||||
}
|
||||
if (toLong(req.get("clerk_id")).equals(currentUser.getId())) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.self.approval",
|
||||
"Maker-checker: you cannot approve a request you submitted yourself. Ask another manager.");
|
||||
}
|
||||
|
||||
final Long shareAccountId = toLong(req.get("share_account_id"));
|
||||
final Long savingsAccountId = toLong(req.get("savings_account_id"));
|
||||
final Map<String, Object> acct = loadShareAccount(shareAccountId);
|
||||
final Map<String, Object> savings = loadSavingsAccount(savingsAccountId);
|
||||
|
||||
// Recomputed rather than taken from the request: shares or charges may have been edited
|
||||
// between submit and approval, and the member must be debited for what is actually owed.
|
||||
final BigDecimal shareAmount = shareValueOf(shareAccountId);
|
||||
final BigDecimal chargeAmount = outstandingChargeOf(shareAccountId);
|
||||
final BigDecimal required = shareAmount.add(chargeAmount);
|
||||
final BigDecimal balance = (BigDecimal) savings.get("account_balance_derived");
|
||||
|
||||
final String blocker = settlementBlocker(acct, savings, required, balance == null ? BigDecimal.ZERO : balance);
|
||||
if (blocker != null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.not.eligible", blocker);
|
||||
}
|
||||
|
||||
final Long productId = toLong(acct.get("product_id"));
|
||||
final Long officeId = toLong(acct.get("office_id"));
|
||||
final String currencyCode = (String) acct.get("currency_code");
|
||||
final String accountNo = (String) acct.get("account_no");
|
||||
|
||||
final Long glEquity = requireGl(productId, FA_SHARES_EQUITY, "Share Capital (Equity)");
|
||||
final Long glSavingsControl = savingsControlGlOf(savingsAccountId);
|
||||
if (glSavingsControl == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.savings.gl.not.mapped",
|
||||
"The Savings Control GL is not mapped for this savings account's product.");
|
||||
}
|
||||
|
||||
final LocalDate entryDate = DateUtils.getBusinessLocalDate();
|
||||
final String note = "Share application settled from savings | " + accountNo;
|
||||
|
||||
// Fineract's own withdrawal command, so the member's passbook and statement show it. Its GL
|
||||
// pair (Dr Savings Control / Cr Cash) is then reversed: no cash left the branch, the money
|
||||
// became share capital, which the pair below records.
|
||||
final Long savingsTxnId = executeSavingsWithdrawal(savingsAccountId, required, entryDate, note);
|
||||
this.jdbcTemplate.update("UPDATE acc_gl_journal_entry SET reversed = true WHERE transaction_id = ?", "S" + savingsTxnId);
|
||||
|
||||
final long userId = currentUser.getId();
|
||||
final LocalDateTime now = LocalDateTime.now(DateUtils.getDateTimeZoneOfTenant());
|
||||
final String txnId = "SHSAV-" + savingsTxnId;
|
||||
|
||||
insertEntry(officeId, glSavingsControl, DEBIT, required, txnId, entryDate, shareAccountId, userId, now, currencyCode,
|
||||
"Share application debited from savings " + savings.get("account_no") + " | " + accountNo);
|
||||
insertEntry(officeId, glEquity, CREDIT, shareAmount, txnId, entryDate, shareAccountId, userId, now, currencyCode,
|
||||
"Share capital issued for " + accountNo);
|
||||
|
||||
if (chargeAmount.compareTo(BigDecimal.ZERO) > 0) {
|
||||
final Long glIncome = requireGl(productId, FA_INCOME_FROM_FEES, "Share Entry Fee Income");
|
||||
insertEntry(officeId, glIncome, CREDIT, chargeAmount, txnId, entryDate, shareAccountId, userId, now, currencyCode,
|
||||
"Share entry fee for " + accountNo);
|
||||
this.jdbcTemplate.update("UPDATE m_share_account_charge SET is_paid_derived = true, amount_paid_derived = amount, "
|
||||
+ " amount_outstanding_derived = 0 WHERE account_id = ? AND is_active = true", shareAccountId);
|
||||
}
|
||||
|
||||
// Marks the account settled, which is what stops it being settled again by either route.
|
||||
this.jdbcTemplate.update("UPDATE m_share_account SET collection_applied = true WHERE id = ?", shareAccountId);
|
||||
|
||||
this.jdbcTemplate.update("""
|
||||
UPDATE m_share_savings_debit_request
|
||||
SET status = 'APPROVED', manager_id = ?, manager_name = ?, actioned_at = now(),
|
||||
share_amount = ?, charge_amount = ?, total_amount = ?,
|
||||
savings_transaction_id = ?, gl_transaction_id = ?
|
||||
WHERE id = ? AND status = 'PENDING'
|
||||
""", currentUser.getId(), currentUser.getDisplayName(), shareAmount, chargeAmount, required, savingsTxnId, txnId, id);
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("resourceId", id);
|
||||
out.put("status", "APPROVED");
|
||||
out.put("shareAmount", shareAmount);
|
||||
out.put("chargeAmount", chargeAmount);
|
||||
out.put("totalDebited", required);
|
||||
out.put("savingsTransactionId", savingsTxnId);
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ── POST /v1/sharesavingsdebit/{id}/reject ── Manager rejects ───────────
|
||||
|
||||
@POST
|
||||
@Path("/{id}/reject")
|
||||
@Transactional
|
||||
public Response reject(@PathParam("id") final Long id, final String body) {
|
||||
final AppUser currentUser = this.context.authenticatedUser();
|
||||
validateCheckerRole(currentUser);
|
||||
|
||||
final Map<String, Object> req = loadRequest(id);
|
||||
if (!"PENDING".equals(req.get("status"))) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.not.pending",
|
||||
"Only PENDING requests can be rejected. This one is " + req.get("status") + ".");
|
||||
}
|
||||
|
||||
final JsonObject json = body == null || body.isBlank() ? new JsonObject() : parseBody(body);
|
||||
this.jdbcTemplate.update("""
|
||||
UPDATE m_share_savings_debit_request
|
||||
SET status = 'REJECTED', manager_id = ?, manager_name = ?, actioned_at = now(), rejection_reason = ?
|
||||
WHERE id = ? AND status = 'PENDING'
|
||||
""", currentUser.getId(), currentUser.getDisplayName(), getString(json, "rejectionReason"), id);
|
||||
|
||||
final Map<String, Object> out = new LinkedHashMap<>();
|
||||
out.put("resourceId", id);
|
||||
out.put("status", "REJECTED");
|
||||
return Response.ok(gson.toJson(out)).build();
|
||||
}
|
||||
|
||||
// ── Helpers ────────────────────────────────────────────────────────────
|
||||
|
||||
private Long executeSavingsWithdrawal(final Long savingsAccountId, final BigDecimal amount, final LocalDate txnDate,
|
||||
final String note) {
|
||||
final JsonObject payload = new JsonObject();
|
||||
payload.addProperty("locale", "en");
|
||||
payload.addProperty("dateFormat", "yyyy-MM-dd");
|
||||
payload.addProperty("transactionDate", txnDate.toString());
|
||||
payload.addProperty("transactionAmount", amount);
|
||||
payload.addProperty("paymentTypeId", resolveSettlementPaymentTypeId());
|
||||
payload.addProperty("note", note);
|
||||
|
||||
final CommandWrapper cmd = new CommandWrapperBuilder().savingsAccountWithdrawal(savingsAccountId).withJson(payload.toString())
|
||||
.build();
|
||||
final CommandProcessingResult result = this.commandsSourceWritePlatformService.logCommandSource(cmd);
|
||||
return result.getResourceId();
|
||||
}
|
||||
|
||||
/**
|
||||
* The payment type this withdrawal is recorded under — a dedicated one seeded by changelog 0483, because the
|
||||
* withdrawal is an internal book transfer into share capital rather than cash over the counter or a transfer out.
|
||||
* The savings withdrawal command requires a payment type, and describing it as anything else would misrepresent it
|
||||
* on the member's statement and in payment-type reporting.
|
||||
*
|
||||
* Falls back to the lowest-numbered payment type if the seed has not run, so an unmigrated tenant still settles
|
||||
* rather than failing at approval with money already half-moved.
|
||||
*/
|
||||
private Long resolveSettlementPaymentTypeId() {
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate
|
||||
.queryForList("SELECT id FROM m_payment_type WHERE value = ? ORDER BY id LIMIT 1", SETTLEMENT_PAYMENT_TYPE);
|
||||
if (!rows.isEmpty()) {
|
||||
return toLong(rows.get(0).get("id"));
|
||||
}
|
||||
final List<Map<String, Object>> fallback = this.jdbcTemplate.queryForList("SELECT id FROM m_payment_type ORDER BY id LIMIT 1");
|
||||
if (fallback.isEmpty()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.no.payment.type",
|
||||
"No payment types are configured. Add one before settling a share application from savings.");
|
||||
}
|
||||
return toLong(fallback.get(0).get("id"));
|
||||
}
|
||||
|
||||
/** Savings Control GL for this savings account's product. */
|
||||
private Long savingsControlGlOf(final Long savingsAccountId) {
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList("""
|
||||
SELECT apm.gl_account_id FROM m_savings_account sa
|
||||
JOIN acc_product_mapping apm ON apm.product_id = sa.product_id
|
||||
WHERE sa.id = ? AND apm.product_type = ? AND apm.financial_account_type = ? LIMIT 1
|
||||
""", savingsAccountId, PRODUCT_TYPE_SAVINGS, FA_SAVINGS_CONTROL);
|
||||
return rows.isEmpty() ? null : toLong(rows.get(0).get("gl_account_id"));
|
||||
}
|
||||
|
||||
/** Share value the account was opened for; mirrors ShareAdvanceCollectionApiResource. */
|
||||
private BigDecimal shareValueOf(final Long shareAccountId) {
|
||||
final BigDecimal total = this.jdbcTemplate
|
||||
.queryForObject("SELECT COALESCE(SUM(total_shares * unit_price), 0) FROM m_share_account_transactions "
|
||||
+ " WHERE account_id = ? AND is_active = true AND type_enum = 500", BigDecimal.class, shareAccountId);
|
||||
return total == null ? BigDecimal.ZERO : total;
|
||||
}
|
||||
|
||||
/** Entry fee still outstanding, zero when no charge was attached. */
|
||||
private BigDecimal outstandingChargeOf(final Long shareAccountId) {
|
||||
final BigDecimal total = this.jdbcTemplate.queryForObject(
|
||||
"SELECT COALESCE(SUM(GREATEST(COALESCE(amount_outstanding_derived, 0), 0)), 0) FROM m_share_account_charge "
|
||||
+ " WHERE account_id = ? AND is_active = true AND COALESCE(amount_outstanding_derived, 0) > 0",
|
||||
BigDecimal.class, shareAccountId);
|
||||
return total == null ? BigDecimal.ZERO : total;
|
||||
}
|
||||
|
||||
private Map<String, Object> loadShareAccount(final Long shareAccountId) {
|
||||
try {
|
||||
return this.jdbcTemplate.queryForMap("""
|
||||
SELECT sa.id, sa.account_no, sa.client_id, sa.product_id, sa.status_enum, sa.currency_code,
|
||||
sa.collection_applied, sa.savings_account_id, c.office_id
|
||||
FROM m_share_account sa JOIN m_client c ON c.id = sa.client_id WHERE sa.id = ?
|
||||
""", shareAccountId);
|
||||
} catch (final EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.account.not.found",
|
||||
"Share account " + shareAccountId + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
private Map<String, Object> loadSavingsAccount(final Long savingsAccountId) {
|
||||
try {
|
||||
return this.jdbcTemplate.queryForMap(
|
||||
"SELECT id, account_no, client_id, status_enum, account_balance_derived FROM m_savings_account WHERE id = ?",
|
||||
savingsAccountId);
|
||||
} catch (final EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.savings.not.found",
|
||||
"Savings account " + savingsAccountId + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
private Map<String, Object> loadRequest(final Long id) {
|
||||
try {
|
||||
return this.jdbcTemplate.queryForMap("SELECT * FROM m_share_savings_debit_request WHERE id = ?", id);
|
||||
} catch (final EmptyResultDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.request.not.found",
|
||||
"Savings-debit request " + id + " does not exist.");
|
||||
}
|
||||
}
|
||||
|
||||
private Long requireGl(final Long productId, final int financialAccountType, final String label) {
|
||||
try {
|
||||
final Long glId = this.jdbcTemplate.queryForObject(
|
||||
"SELECT gl_account_id FROM acc_product_mapping "
|
||||
+ " WHERE product_id = ? AND product_type = ? AND financial_account_type = ? AND charge_id IS NULL",
|
||||
Long.class, productId, PRODUCT_TYPE_SHARES, financialAccountType);
|
||||
if (glId == null) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.gl.not.mapped",
|
||||
label + " GL is not mapped for share product " + productId + ".");
|
||||
}
|
||||
return glId;
|
||||
} catch (final IncorrectResultSizeDataAccessException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.gl.not.mapped",
|
||||
label + " GL is not mapped for share product " + productId + ".");
|
||||
}
|
||||
}
|
||||
|
||||
private void insertEntry(final Long officeId, final Long glAccountId, final int typeEnum, final BigDecimal amount, final String txnId,
|
||||
final LocalDate entryDate, final Long shareAccountId, final long userId, final LocalDateTime now, final String currencyCode,
|
||||
final String description) {
|
||||
this.jdbcTemplate.update(
|
||||
"INSERT INTO acc_gl_journal_entry " + "(account_id, office_id, currency_code, transaction_id, reversed, manual_entry, "
|
||||
+ " entry_date, type_enum, amount, description, entity_id, "
|
||||
+ " created_by, last_modified_by, created_date, lastmodified_date, "
|
||||
+ " is_running_balance_calculated, office_running_balance, "
|
||||
+ " organization_running_balance, submitted_on_date, transaction_date, created_on_utc, last_modified_on_utc) "
|
||||
+ "VALUES (?,?,?,?,false,true,?,?,?,?,?,?,?,?,?,false,0,0,?,?,?,?)",
|
||||
glAccountId, officeId, currencyCode, txnId, java.sql.Date.valueOf(entryDate), typeEnum, amount, description, shareAccountId,
|
||||
userId, userId, now, now, java.sql.Date.valueOf(entryDate), java.sql.Date.valueOf(entryDate), toUtc(now), toUtc(now));
|
||||
}
|
||||
|
||||
/**
|
||||
* A tenant-local timestamp converted to the real UTC instant, for the {@code *_on_utc} columns.
|
||||
*
|
||||
* {@code atOffset(ZoneOffset.UTC)} would only relabel it — stamping 18:34 IST as "18:34 UTC", which reads back as
|
||||
* 00:04 the next day and made an evening entry appear as midnight. The instant has to be resolved in the tenant's
|
||||
* own zone first, which is the zone {@code now} was taken in.
|
||||
*/
|
||||
private java.time.OffsetDateTime toUtc(final LocalDateTime tenantLocalTime) {
|
||||
return tenantLocalTime.atZone(DateUtils.getDateTimeZoneOfTenant()).toOffsetDateTime()
|
||||
.withOffsetSameInstant(ZoneOffset.UTC);
|
||||
}
|
||||
|
||||
private void validateCheckerRole(final AppUser user) {
|
||||
if (user.hasAnyPermission("ALL_FUNCTIONS")) {
|
||||
return;
|
||||
}
|
||||
final boolean isChecker = user.getRoles().stream().map(r -> r.getName() == null ? "" : r.getName().toLowerCase().trim())
|
||||
.anyMatch(n -> n.contains("manager") || n.contains("head cashier"));
|
||||
if (!isChecker) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.checker.required",
|
||||
"Only a Bank Manager (or Head Cashier) can approve or reject a savings-debit request.");
|
||||
}
|
||||
}
|
||||
|
||||
private JsonObject parseBody(final String body) {
|
||||
if (body == null || body.isBlank()) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.request.empty", "Request body is required.");
|
||||
}
|
||||
try {
|
||||
return JsonParser.parseString(body).getAsJsonObject();
|
||||
} catch (final RuntimeException e) {
|
||||
throw new PlatformDataIntegrityException("error.msg.sharesavingsdebit.request.invalid", "Request body is not valid JSON.");
|
||||
}
|
||||
}
|
||||
|
||||
private Long getLong(final JsonObject json, final String field) {
|
||||
return json.has(field) && !json.get(field).isJsonNull() ? json.get(field).getAsLong() : null;
|
||||
}
|
||||
|
||||
private String getString(final JsonObject json, final String field) {
|
||||
if (!json.has(field) || json.get(field).isJsonNull()) {
|
||||
return null;
|
||||
}
|
||||
final String value = json.get(field).getAsString().trim();
|
||||
return value.isEmpty() ? null : value;
|
||||
}
|
||||
|
||||
private Long toLong(final Object o) {
|
||||
return o instanceof Number n ? n.longValue() : null;
|
||||
}
|
||||
|
||||
private int toInt(final Object o) {
|
||||
return o instanceof Number n ? n.intValue() : 0;
|
||||
}
|
||||
}
|
||||
+16
-6
@@ -185,9 +185,13 @@ public class ClerkDisbursementRequestApiResource {
|
||||
activityLog, Timestamp.from(Instant.now()), requestType
|
||||
);
|
||||
|
||||
// A collection pulls money into the GL, so it reads as a credit; a disbursement and a
|
||||
// bank transfer both move money out of the source side, so they read as a debit.
|
||||
final String voucherPrefix = "COLLECTION".equals(requestType)
|
||||
? VoucherService.PREFIX_CREDIT : VoucherService.PREFIX_DEBIT;
|
||||
final String voucherNo = voucherService.createVoucher(
|
||||
VoucherService.TYPE_DISBURSEMENT, VoucherService.REF_CLERK_DISBURSEMENT_REQUEST,
|
||||
newId, txnAmount, currentUser);
|
||||
newId, txnAmount, currentUser, voucherPrefix);
|
||||
jdbcTemplate.update(
|
||||
"UPDATE m_clerk_disbursement_request SET voucher_no = ? WHERE id = ?", voucherNo, newId);
|
||||
|
||||
@@ -544,7 +548,7 @@ public class ClerkDisbursementRequestApiResource {
|
||||
return ps;
|
||||
}, btLogKh);
|
||||
final long btLogId = Objects.requireNonNull(btLogKh.getKey()).longValue();
|
||||
final String btVoucherNo = generateBtVoucherNo(btLogId);
|
||||
final String btVoucherNo = generateBtVoucherNo(btLogId, currentUser, finalBtTotal);
|
||||
jdbcTemplate.update("UPDATE m_bank_transfer_log SET voucher_no = ? WHERE id = ?", btVoucherNo, btLogId);
|
||||
}
|
||||
|
||||
@@ -981,7 +985,7 @@ public class ClerkDisbursementRequestApiResource {
|
||||
return ps;
|
||||
}, logKh);
|
||||
final long logId = Objects.requireNonNull(logKh.getKey()).longValue();
|
||||
final String voucherNo = generateBtVoucherNo(logId);
|
||||
final String voucherNo = generateBtVoucherNo(logId, currentUser, finalTotalDr);
|
||||
jdbcTemplate.update("UPDATE m_bank_transfer_log SET voucher_no = ? WHERE id = ?", voucherNo, logId);
|
||||
|
||||
final JsonObject res = new JsonObject();
|
||||
@@ -997,9 +1001,15 @@ public class ClerkDisbursementRequestApiResource {
|
||||
* Uses MAX(id) of the just-inserted row (passed in) to guarantee uniqueness even
|
||||
* under concurrent inserts on the same date.
|
||||
*/
|
||||
private String generateBtVoucherNo(final long logId) {
|
||||
return "BT" + LocalDate.now(DateUtils.getDateTimeZoneOfTenant()).format(DateTimeFormatter.ofPattern("yyMMdd"))
|
||||
+ String.format("%05d", logId);
|
||||
/**
|
||||
* Bank-transfer settlement voucher, drawn from the same central register as every other
|
||||
* voucher so the two numbering schemes cannot drift apart. A settlement moves money out of
|
||||
* the debited accounts, so it reads as a debit: DR/001/2108/0001.
|
||||
*/
|
||||
private String generateBtVoucherNo(final long logId, final AppUser currentUser, final BigDecimal amount) {
|
||||
return voucherService.createVoucher(
|
||||
VoucherService.TYPE_DISBURSEMENT, VoucherService.REF_BANK_TRANSFER_LOG,
|
||||
logId, amount, currentUser, VoucherService.PREFIX_DEBIT);
|
||||
}
|
||||
|
||||
// ── Helpers ───────────────────────────────────────────────────────────────────
|
||||
|
||||
-102
@@ -1,102 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.api;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.Parameter;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.POST;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.util.Collection;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.portfolio.dds.batch.data.BatchRunData;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunReadPlatformService;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/v1/dds/batchruns")
|
||||
@Component
|
||||
@Tag(name = "DDS Batch Runs", description = "The Interest/Commission calculate-then-post batch: Generate previews a run's rows without changing any balance; Post applies exactly those previewed rows. A run can only be posted once.")
|
||||
@RequiredArgsConstructor
|
||||
public class BatchRunsApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "DDSBATCH";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final BatchRunReadPlatformService readPlatformService;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
|
||||
@GET
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve DDS Batch Runs", description = "Returns the list of DDS batch runs, most recent first.")
|
||||
public Collection<BatchRunData> retrieveAll() {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveAll();
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("{batchRunId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve a DDS Batch Run", description = "Returns the details of a batch run, including its previewed/posted rows.")
|
||||
public BatchRunData retrieveOne(@PathParam("batchRunId") @Parameter(description = "batchRunId") final Long batchRunId) {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveOne(batchRunId);
|
||||
}
|
||||
|
||||
@POST
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Generate a DDS Batch Run", description = "Mandatory fields: jobType (INTEREST_CALCULATION, "
|
||||
+ "OD_INTEREST_CALCULATION or COMMISSION_CALCULATION), branchScope (All or Selected), jobDate, agentFrom, agentTo\n"
|
||||
+ "\n" + "Optional fields: partyFrom, partyTo (interest jobs only)")
|
||||
public CommandProcessingResult generate(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.generateDdsBatchRun() //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
|
||||
@POST
|
||||
@Path("{batchRunId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Post a DDS Batch Run", description = "Applies exactly the rows a prior Generate call previewed: credits "
|
||||
+ "each row's amount to the Party (interest jobs) or to the Agent's running commission total (commission jobs). "
|
||||
+ "Fails if the run has already been posted.")
|
||||
public CommandProcessingResult post(@PathParam("batchRunId") @Parameter(description = "batchRunId") final Long batchRunId,
|
||||
@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.postDdsBatchRun(batchRunId) //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "DDSBATCH", action = "GENERATE")
|
||||
public class GenerateBatchRunCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final BatchRunWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public GenerateBatchRunCommandHandler(final BatchRunWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.generateBatchRun(command);
|
||||
}
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "DDSBATCH", action = "POST")
|
||||
public class PostBatchRunCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final BatchRunWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public PostBatchRunCommandHandler(final BatchRunWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.postBatchRun(command.entityId(), command);
|
||||
}
|
||||
}
|
||||
-106
@@ -1,106 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.serialization;
|
||||
|
||||
import com.google.gson.JsonElement;
|
||||
import com.google.gson.reflect.TypeToken;
|
||||
import java.lang.reflect.Type;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Arrays;
|
||||
import java.util.HashSet;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import java.util.Set;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.data.ApiParameterError;
|
||||
import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
|
||||
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Component
|
||||
public final class BatchRunCommandFromApiJsonDeserializer {
|
||||
|
||||
public static final Set<String> SUPPORTED_JOB_TYPES = new HashSet<>(
|
||||
Arrays.asList("INTEREST_CALCULATION", "OD_INTEREST_CALCULATION", "COMMISSION_CALCULATION"));
|
||||
|
||||
private static final Set<String> SUPPORTED_BRANCH_SCOPES = new HashSet<>(Arrays.asList("All", "Selected"));
|
||||
|
||||
private static final Set<String> SUPPORTED_PARAMETERS = new HashSet<>(Arrays.asList("jobType", "branchScope", "officeNames",
|
||||
"jobDate", "agentFrom", "agentTo", "partyFrom", "partyTo", "dateFormat", "locale"));
|
||||
|
||||
private final FromJsonHelper fromApiJsonHelper;
|
||||
|
||||
@Autowired
|
||||
public BatchRunCommandFromApiJsonDeserializer(final FromJsonHelper fromApiJsonHelper) {
|
||||
this.fromApiJsonHelper = fromApiJsonHelper;
|
||||
}
|
||||
|
||||
public void validateForGenerate(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, SUPPORTED_PARAMETERS);
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("ddsbatchrun");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
v.reset().parameter("jobType").value(this.fromApiJsonHelper.extractStringNamed("jobType", element)).notBlank()
|
||||
.isOneOfTheseStringValues(SUPPORTED_JOB_TYPES.toArray());
|
||||
final String branchScope = this.fromApiJsonHelper.extractStringNamed("branchScope", element);
|
||||
v.reset().parameter("branchScope").value(branchScope).notBlank().isOneOfTheseStringValues(SUPPORTED_BRANCH_SCOPES.toArray());
|
||||
|
||||
if ("Selected".equals(branchScope)) {
|
||||
v.reset().parameter("officeNames").value(this.fromApiJsonHelper.extractJsonArrayNamed("officeNames", element))
|
||||
.jsonArrayNotEmpty();
|
||||
}
|
||||
|
||||
v.reset().parameter("jobDate").value(this.fromApiJsonHelper.extractLocalDateNamed("jobDate", element)).notNull();
|
||||
v.reset().parameter("agentFrom").value(this.fromApiJsonHelper.extractLongNamed("agentFrom", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
v.reset().parameter("agentTo").value(this.fromApiJsonHelper.extractLongNamed("agentTo", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists("partyFrom", element)) {
|
||||
v.reset().parameter("partyFrom").value(this.fromApiJsonHelper.extractLongNamed("partyFrom", element)).ignoreIfNull()
|
||||
.integerGreaterThanZero();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("partyTo", element)) {
|
||||
v.reset().parameter("partyTo").value(this.fromApiJsonHelper.extractLongNamed("partyTo", element)).ignoreIfNull()
|
||||
.integerGreaterThanZero();
|
||||
}
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
private void throwExceptionIfValidationWarningsExist(final List<ApiParameterError> dataValidationErrors) {
|
||||
if (!dataValidationErrors.isEmpty()) {
|
||||
throw new PlatformApiDataValidationException("validation.msg.validation.errors.exist", "Validation errors exist.",
|
||||
dataValidationErrors);
|
||||
}
|
||||
}
|
||||
}
|
||||
-29
@@ -1,29 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.service;
|
||||
|
||||
import java.util.Collection;
|
||||
import org.apache.fineract.portfolio.dds.batch.data.BatchRunData;
|
||||
|
||||
public interface BatchRunReadPlatformService {
|
||||
|
||||
Collection<BatchRunData> retrieveAll();
|
||||
|
||||
BatchRunData retrieveOne(Long batchRunId);
|
||||
}
|
||||
-137
@@ -1,137 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.service;
|
||||
|
||||
import java.sql.ResultSet;
|
||||
import java.sql.SQLException;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Collection;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.domain.JdbcSupport;
|
||||
import org.apache.fineract.portfolio.dds.batch.data.BatchRunData;
|
||||
import org.apache.fineract.portfolio.dds.batch.data.BatchRunRowData;
|
||||
import org.apache.fineract.portfolio.dds.batch.exception.BatchRunNotFoundException;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.jdbc.core.RowMapper;
|
||||
|
||||
@RequiredArgsConstructor
|
||||
public class BatchRunReadPlatformServiceImpl implements BatchRunReadPlatformService {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
private static final BatchRunMapper BATCH_RUN_MAPPER = new BatchRunMapper();
|
||||
private static final BatchRunRowMapper ROW_MAPPER = new BatchRunRowMapper();
|
||||
|
||||
private static final class BatchRunMapper implements RowMapper<BatchRunData> {
|
||||
|
||||
public String schema() {
|
||||
return " b.id as id, b.job_type as jobType, b.branch_scope as branchScope, b.job_date as jobDate, "
|
||||
+ " b.agent_from as agentFrom, b.agent_to as agentTo, b.party_from as partyFrom, "
|
||||
+ " b.party_to as partyTo, b.status as status, b.total_rows as totalRows, b.total_amount as totalAmount, "
|
||||
+ " b.generated_on_date as generatedOnDate, b.posted_on_date as postedOnDate from m_dds_batch_run b";
|
||||
}
|
||||
|
||||
@Override
|
||||
public BatchRunData mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
return BatchRunData.builder() //
|
||||
.id(rs.getLong("id")) //
|
||||
.jobType(rs.getString("jobType")) //
|
||||
.branchScope(rs.getString("branchScope")) //
|
||||
.jobDate(JdbcSupport.getLocalDate(rs, "jobDate")) //
|
||||
.agentFrom(rs.getLong("agentFrom")) //
|
||||
.agentTo(rs.getLong("agentTo")) //
|
||||
.partyFrom(JdbcSupport.getLong(rs, "partyFrom")) //
|
||||
.partyTo(JdbcSupport.getLong(rs, "partyTo")) //
|
||||
.status(rs.getString("status")) //
|
||||
.totalRows(rs.getInt("totalRows")) //
|
||||
.totalAmount(rs.getBigDecimal("totalAmount")) //
|
||||
.generatedOnDate(JdbcSupport.getLocalDate(rs, "generatedOnDate")) //
|
||||
.postedOnDate(JdbcSupport.getLocalDate(rs, "postedOnDate")) //
|
||||
.rows(new ArrayList<>()) //
|
||||
.build();
|
||||
}
|
||||
}
|
||||
|
||||
private static final class BatchRunRowMapper implements RowMapper<Map.Entry<Long, BatchRunRowData>> {
|
||||
|
||||
public String schema() {
|
||||
return " r.batch_run_id as batchRunId, r.id as id, r.party_id as partyId, p.party_code as partyCode, "
|
||||
+ " p.party_name as partyName, r.agent_id as agentId, a.agent_code as agentCode, "
|
||||
+ " r.amount as amount from m_dds_batch_run_row r " + " left join m_dds_party p on p.id = r.party_id "
|
||||
+ " join m_dds_agent a on a.id = r.agent_id";
|
||||
}
|
||||
|
||||
@Override
|
||||
public Map.Entry<Long, BatchRunRowData> mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
final Long batchRunId = rs.getLong("batchRunId");
|
||||
final BatchRunRowData data = BatchRunRowData.builder() //
|
||||
.id(rs.getLong("id")) //
|
||||
.partyId(JdbcSupport.getLong(rs, "partyId")) //
|
||||
.partyCode(rs.getString("partyCode")) //
|
||||
.partyName(rs.getString("partyName")) //
|
||||
.agentId(rs.getLong("agentId")) //
|
||||
.agentCode(rs.getString("agentCode")) //
|
||||
.amount(rs.getBigDecimal("amount")) //
|
||||
.build();
|
||||
return Map.entry(batchRunId, data);
|
||||
}
|
||||
}
|
||||
|
||||
@Override
|
||||
public Collection<BatchRunData> retrieveAll() {
|
||||
final String sql = "select " + BATCH_RUN_MAPPER.schema() + " order by b.id desc";
|
||||
final List<BatchRunData> batchRuns = this.jdbcTemplate.query(sql, BATCH_RUN_MAPPER); // NOSONAR
|
||||
return attachRows(batchRuns);
|
||||
}
|
||||
|
||||
@Override
|
||||
public BatchRunData retrieveOne(final Long batchRunId) {
|
||||
try {
|
||||
final String sql = "select " + BATCH_RUN_MAPPER.schema() + " where b.id = ?";
|
||||
final BatchRunData batchRun = this.jdbcTemplate.queryForObject(sql, BATCH_RUN_MAPPER, batchRunId); // NOSONAR
|
||||
return attachRows(List.of(batchRun)).iterator().next();
|
||||
} catch (final EmptyResultDataAccessException e) {
|
||||
throw new BatchRunNotFoundException(batchRunId);
|
||||
}
|
||||
}
|
||||
|
||||
private Collection<BatchRunData> attachRows(final List<BatchRunData> batchRuns) {
|
||||
if (batchRuns.isEmpty()) {
|
||||
return batchRuns;
|
||||
}
|
||||
|
||||
final String sql = "select " + ROW_MAPPER.schema() + " order by r.id";
|
||||
final List<Map.Entry<Long, BatchRunRowData>> rows = this.jdbcTemplate.query(sql, ROW_MAPPER); // NOSONAR
|
||||
|
||||
final Map<Long, List<BatchRunRowData>> rowsByBatchRunId = new LinkedHashMap<>();
|
||||
for (final Map.Entry<Long, BatchRunRowData> row : rows) {
|
||||
rowsByBatchRunId.computeIfAbsent(row.getKey(), k -> new ArrayList<>()).add(row.getValue());
|
||||
}
|
||||
|
||||
final List<BatchRunData> result = new ArrayList<>(batchRuns.size());
|
||||
for (final BatchRunData b : batchRuns) {
|
||||
result.add(b.toBuilder().rows(rowsByBatchRunId.getOrDefault(b.getId(), new ArrayList<>())).build());
|
||||
}
|
||||
return result;
|
||||
}
|
||||
}
|
||||
-29
@@ -1,29 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.service;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
|
||||
public interface BatchRunWritePlatformService {
|
||||
|
||||
CommandProcessingResult generateBatchRun(JsonCommand command);
|
||||
|
||||
CommandProcessingResult postBatchRun(Long batchRunId, JsonCommand command);
|
||||
}
|
||||
-227
@@ -1,227 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.service;
|
||||
|
||||
import com.google.gson.JsonArray;
|
||||
import java.math.BigDecimal;
|
||||
import java.math.RoundingMode;
|
||||
import java.time.LocalDate;
|
||||
import java.time.temporal.ChronoUnit;
|
||||
import java.util.HashSet;
|
||||
import java.util.List;
|
||||
import java.util.Set;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
|
||||
import org.apache.fineract.organisation.agent.domain.Agent;
|
||||
import org.apache.fineract.organisation.agent.domain.AgentRepository;
|
||||
import org.apache.fineract.organisation.agent.exception.AgentNotFoundException;
|
||||
import org.apache.fineract.organisation.commissionslab.domain.CommissionSlab;
|
||||
import org.apache.fineract.organisation.commissionslab.domain.CommissionSlabRepository;
|
||||
import org.apache.fineract.portfolio.dds.batch.domain.BatchRun;
|
||||
import org.apache.fineract.portfolio.dds.batch.domain.BatchRunRepository;
|
||||
import org.apache.fineract.portfolio.dds.batch.domain.BatchRunRow;
|
||||
import org.apache.fineract.portfolio.dds.batch.exception.BatchRunAlreadyPostedException;
|
||||
import org.apache.fineract.portfolio.dds.batch.exception.BatchRunNotFoundException;
|
||||
import org.apache.fineract.portfolio.dds.batch.serialization.BatchRunCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.Party;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.PartyRepository;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartyNotFoundException;
|
||||
import org.apache.fineract.portfolio.dds.transaction.domain.PartyTransaction;
|
||||
import org.apache.fineract.portfolio.dds.transaction.domain.PartyTransactionRepository;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@RequiredArgsConstructor
|
||||
public class BatchRunWritePlatformServiceJpaRepositoryImpl implements BatchRunWritePlatformService {
|
||||
|
||||
private static final BigDecimal DAYS_IN_YEAR = BigDecimal.valueOf(365);
|
||||
private static final BigDecimal HUNDRED = BigDecimal.valueOf(100);
|
||||
|
||||
private final BatchRunCommandFromApiJsonDeserializer fromApiJsonDeserializer;
|
||||
private final BatchRunRepository batchRunRepository;
|
||||
private final PartyRepository partyRepository;
|
||||
private final AgentRepository agentRepository;
|
||||
private final PartyTransactionRepository partyTransactionRepository;
|
||||
private final CommissionSlabRepository commissionSlabRepository;
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult generateBatchRun(final JsonCommand command) {
|
||||
|
||||
this.fromApiJsonDeserializer.validateForGenerate(command.json());
|
||||
|
||||
final String jobType = command.stringValueOfParameterNamed("jobType");
|
||||
final String branchScope = command.stringValueOfParameterNamed("branchScope");
|
||||
final LocalDate jobDate = command.localDateValueOfParameterNamed("jobDate");
|
||||
final Long agentFrom = command.longValueOfParameterNamed("agentFrom");
|
||||
final Long agentTo = command.longValueOfParameterNamed("agentTo");
|
||||
final Long partyFrom = command.parameterExists("partyFrom") ? command.longValueOfParameterNamed("partyFrom") : 1L;
|
||||
final Long partyTo = command.parameterExists("partyTo") ? command.longValueOfParameterNamed("partyTo") : Long.MAX_VALUE;
|
||||
|
||||
final Set<String> officeNames = "Selected".equals(branchScope) ? extractOfficeNames(command) : null;
|
||||
|
||||
final BatchRun batchRun = new BatchRun(jobType, branchScope, jobDate, agentFrom, agentTo, partyFrom, partyTo, LocalDate.now());
|
||||
|
||||
switch (jobType) {
|
||||
case "INTEREST_CALCULATION" -> generateInterestRows(batchRun, agentFrom, agentTo, partyFrom, partyTo, jobDate, false,
|
||||
officeNames);
|
||||
case "OD_INTEREST_CALCULATION" -> generateInterestRows(batchRun, agentFrom, agentTo, partyFrom, partyTo, jobDate, true,
|
||||
officeNames);
|
||||
case "COMMISSION_CALCULATION" -> generateCommissionRows(batchRun, agentFrom, agentTo, jobDate, officeNames);
|
||||
default -> throw new IllegalStateException("Unsupported DDS batch job type: " + jobType);
|
||||
}
|
||||
|
||||
this.batchRunRepository.saveAndFlush(batchRun);
|
||||
|
||||
return new CommandProcessingResultBuilder() //
|
||||
.withCommandId(command.commandId()) //
|
||||
.withEntityId(batchRun.getId()) //
|
||||
.build();
|
||||
}
|
||||
|
||||
/** Parses the "Branch" checklist selection - null/empty means no filter ("All"). Matched
|
||||
* against Agent.homeBranch by name, since that field is plain text (not a real Office FK)
|
||||
* mirroring the same free-text branch concept the legacy screen itself used. */
|
||||
private Set<String> extractOfficeNames(final JsonCommand command) {
|
||||
if (!command.parameterExists("officeNames")) {
|
||||
return null;
|
||||
}
|
||||
final JsonArray officeNamesArray = command.arrayOfParameterNamed("officeNames");
|
||||
final Set<String> officeNames = new HashSet<>();
|
||||
for (int i = 0; i < officeNamesArray.size(); i++) {
|
||||
officeNames.add(officeNamesArray.get(i).getAsString().trim().toUpperCase());
|
||||
}
|
||||
return officeNames;
|
||||
}
|
||||
|
||||
private boolean matchesSelectedBranch(final String homeBranch, final Set<String> officeNames) {
|
||||
if (officeNames == null || officeNames.isEmpty()) {
|
||||
return true;
|
||||
}
|
||||
return homeBranch != null && officeNames.contains(homeBranch.trim().toUpperCase());
|
||||
}
|
||||
|
||||
private void generateInterestRows(final BatchRun batchRun, final Long agentFrom, final Long agentTo, final Long partyFrom,
|
||||
final Long partyTo, final LocalDate jobDate, final boolean odOnly, final Set<String> officeNames) {
|
||||
final List<Party> parties = odOnly
|
||||
? this.partyRepository.findForOdInterestBatch(agentFrom, agentTo, partyFrom, partyTo)
|
||||
: this.partyRepository.findForInterestBatch(agentFrom, agentTo, partyFrom, partyTo);
|
||||
|
||||
for (final Party party : parties) {
|
||||
if (!matchesSelectedBranch(party.getAgent().getHomeBranch(), officeNames)) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final BigDecimal rate = party.getInterestRate();
|
||||
final BigDecimal balance = party.getCurrentBalance();
|
||||
if (rate == null || rate.compareTo(BigDecimal.ZERO) <= 0 || balance.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final LocalDate accrueFrom = party.getInterestDate() != null ? party.getInterestDate() : party.getOpeningDate();
|
||||
final long days = ChronoUnit.DAYS.between(accrueFrom, jobDate);
|
||||
if (days <= 0) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final BigDecimal amount = balance.multiply(rate).multiply(BigDecimal.valueOf(days))
|
||||
.divide(HUNDRED.multiply(DAYS_IN_YEAR), 6, RoundingMode.HALF_UP).setScale(2, RoundingMode.HALF_UP);
|
||||
if (amount.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
continue;
|
||||
}
|
||||
|
||||
batchRun.addRow(new BatchRunRow(party.getId(), party.getAgent().getId(), amount));
|
||||
}
|
||||
}
|
||||
|
||||
private void generateCommissionRows(final BatchRun batchRun, final Long agentFrom, final Long agentTo, final LocalDate jobDate,
|
||||
final Set<String> officeNames) {
|
||||
final List<Agent> agents = this.agentRepository.findBetweenIds(agentFrom, agentTo);
|
||||
|
||||
for (final Agent agent : agents) {
|
||||
if (!matchesSelectedBranch(agent.getHomeBranch(), officeNames)) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final LocalDate fromDate = agent.getLastCommissionDate() != null ? agent.getLastCommissionDate().plusDays(1)
|
||||
: agent.getAgentOpeningDate();
|
||||
if (fromDate.isAfter(jobDate)) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final BigDecimal collectionVolume = this.partyTransactionRepository.sumPartyTranCredits(agent.getId(), fromDate, jobDate);
|
||||
if (collectionVolume == null || collectionVolume.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final List<CommissionSlab> matchingSlabs = this.commissionSlabRepository.findMatchingSlabs("ACCOUNT", collectionVolume);
|
||||
if (matchingSlabs.isEmpty()) {
|
||||
continue;
|
||||
}
|
||||
|
||||
final BigDecimal commissionPercent = matchingSlabs.get(0).getCommissionPercent();
|
||||
final BigDecimal amount = collectionVolume.multiply(commissionPercent).divide(HUNDRED, 2, RoundingMode.HALF_UP);
|
||||
if (amount.compareTo(BigDecimal.ZERO) <= 0) {
|
||||
continue;
|
||||
}
|
||||
|
||||
batchRun.addRow(new BatchRunRow(null, agent.getId(), amount));
|
||||
}
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult postBatchRun(final Long batchRunId, final JsonCommand command) {
|
||||
|
||||
final BatchRun batchRun = this.batchRunRepository.findById(batchRunId).orElseThrow(() -> new BatchRunNotFoundException(batchRunId));
|
||||
if (batchRun.isPosted()) {
|
||||
throw new BatchRunAlreadyPostedException(batchRunId);
|
||||
}
|
||||
|
||||
final boolean isCommissionJob = "COMMISSION_CALCULATION".equals(batchRun.getJobType());
|
||||
final String transactionType = "OD_INTEREST_CALCULATION".equals(batchRun.getJobType()) ? "OD_INTEREST_POST" : "INTEREST_POST";
|
||||
|
||||
for (final BatchRunRow row : batchRun.getRows()) {
|
||||
if (isCommissionJob) {
|
||||
final Agent agent = this.agentRepository.findById(row.getAgentId())
|
||||
.orElseThrow(() -> new AgentNotFoundException(row.getAgentId()));
|
||||
agent.postCommission(row.getAmount(), batchRun.getJobDate());
|
||||
} else {
|
||||
final Party party = this.partyRepository.findById(row.getPartyId())
|
||||
.orElseThrow(() -> new PartyNotFoundException(row.getPartyId()));
|
||||
final Agent agent = party.getAgent();
|
||||
final BigDecimal newBalance = party.credit(row.getAmount());
|
||||
party.markInterestCalculatedThrough(batchRun.getJobDate());
|
||||
|
||||
final PartyTransaction transaction = new PartyTransaction(party, agent, batchRun.getJobDate(), transactionType,
|
||||
"CREDIT", null, null, null, row.getAmount(), null, null, "DDS batch run #" + batchRun.getId(), newBalance);
|
||||
this.partyTransactionRepository.save(transaction);
|
||||
}
|
||||
}
|
||||
|
||||
batchRun.markPosted(LocalDate.now());
|
||||
this.batchRunRepository.saveAndFlush(batchRun);
|
||||
|
||||
return new CommandProcessingResultBuilder() //
|
||||
.withCommandId(command.commandId()) //
|
||||
.withEntityId(batchRunId) //
|
||||
.build();
|
||||
}
|
||||
}
|
||||
-53
@@ -1,53 +0,0 @@
|
||||
/**
|
||||
* 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.dds.batch.starter;
|
||||
|
||||
import org.apache.fineract.organisation.commissionslab.domain.CommissionSlabRepository;
|
||||
import org.apache.fineract.organisation.agent.domain.AgentRepository;
|
||||
import org.apache.fineract.portfolio.dds.batch.domain.BatchRunRepository;
|
||||
import org.apache.fineract.portfolio.dds.batch.serialization.BatchRunCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunReadPlatformService;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunReadPlatformServiceImpl;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunWritePlatformService;
|
||||
import org.apache.fineract.portfolio.dds.batch.service.BatchRunWritePlatformServiceJpaRepositoryImpl;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.PartyRepository;
|
||||
import org.apache.fineract.portfolio.dds.transaction.domain.PartyTransactionRepository;
|
||||
import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
|
||||
import org.springframework.context.annotation.Bean;
|
||||
import org.springframework.context.annotation.Configuration;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
|
||||
@Configuration
|
||||
public class DdsBatchConfiguration {
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(BatchRunReadPlatformService.class)
|
||||
public BatchRunReadPlatformService batchRunReadPlatformService(JdbcTemplate jdbcTemplate) {
|
||||
return new BatchRunReadPlatformServiceImpl(jdbcTemplate);
|
||||
}
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(BatchRunWritePlatformService.class)
|
||||
public BatchRunWritePlatformService batchRunWritePlatformService(BatchRunCommandFromApiJsonDeserializer fromApiJsonDeserializer,
|
||||
BatchRunRepository batchRunRepository, PartyRepository partyRepository, AgentRepository agentRepository,
|
||||
PartyTransactionRepository partyTransactionRepository, CommissionSlabRepository commissionSlabRepository) {
|
||||
return new BatchRunWritePlatformServiceJpaRepositoryImpl(fromApiJsonDeserializer, batchRunRepository, partyRepository,
|
||||
agentRepository, partyTransactionRepository, commissionSlabRepository);
|
||||
}
|
||||
}
|
||||
-128
@@ -1,128 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.api;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.Parameter;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.POST;
|
||||
import jakarta.ws.rs.PUT;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.util.Collection;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.core.exception.UnrecognizedQueryParamException;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.portfolio.dds.party.data.PartyData;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyReadPlatformService;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/v1/dds/parties")
|
||||
@Component
|
||||
@Tag(name = "DDS Parties", description = "A DDS Party is a customer's daily-deposit scheme account, linked to the Agent who collects for it. Carries the scheme's KYC, terms, two-stage overdue flags and a nominee list.")
|
||||
@RequiredArgsConstructor
|
||||
public class PartiesApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "PARTY";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final PartyReadPlatformService readPlatformService;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
|
||||
@GET
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve DDS Parties", description = "Returns the list of DDS parties.")
|
||||
public Collection<PartyData> retrieveAll() {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveAll();
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("{partyId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve a DDS Party", description = "Returns the details of a DDS party, including its nominees.")
|
||||
public PartyData retrieveOne(@PathParam("partyId") @Parameter(description = "partyId") final Long partyId) {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveOne(partyId);
|
||||
}
|
||||
|
||||
@POST
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Create a DDS Party", description = "Mandatory fields: clientId, agentId, subType, partyName, address1, "
|
||||
+ "city, pincode, mobileNoSms, operation, adultMinor, openingDate, dailyDepositAmount, days\n" + "\n"
|
||||
+ "Optional fields: lastAccount, nominal, aadharNo, partyName1, address2, address3, gender, panCardNo, telephone, "
|
||||
+ "birthDate, occupation, risk, ckycId, minorDate, guardianClientId, minAccountOpt, relation, month, maturityDate, "
|
||||
+ "reopenDate, depositAmount, ledgerNo, withdrawType, lien, payDate, paymentAmount, openingBalance, isSmsActive, "
|
||||
+ "isEmailActive, interestDate, spDescription, freezeCode, advCode, creditToBranch, creditToAccountType, "
|
||||
+ "creditToAccount, nomineeApplicable, nomineeSplitMode, nominees, savingsAccountNo (links this party to an existing, "
|
||||
+ "non-closed real savings account of the same client, resolved by account number - omit if the client has none)")
|
||||
public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.createParty() //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
|
||||
@PUT
|
||||
@Path("{partyId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Update a DDS Party", description = "Updates the details of a DDS party.")
|
||||
public CommandProcessingResult update(@PathParam("partyId") @Parameter(description = "partyId") final Long partyId,
|
||||
@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.updateParty(partyId) //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
|
||||
@POST
|
||||
@Path("{partyId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Close a DDS Party", description = "command=close is the only supported command. Mandatory field: "
|
||||
+ "closeDate. The party's balance must already be zero (settled with a full Withdraw Deposite payout) before it "
|
||||
+ "can be closed.")
|
||||
public CommandProcessingResult handleCommand(@PathParam("partyId") @Parameter(description = "partyId") final Long partyId,
|
||||
@QueryParam("command") @Parameter(description = "command") final String commandParam,
|
||||
@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
if (!"close".equals(commandParam)) {
|
||||
throw new UnrecognizedQueryParamException("command", commandParam);
|
||||
}
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.closeParty(partyId) //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
}
|
||||
-42
@@ -1,42 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.domain;
|
||||
|
||||
import java.util.List;
|
||||
import java.util.Optional;
|
||||
import org.springframework.data.jpa.repository.JpaRepository;
|
||||
import org.springframework.data.jpa.repository.Query;
|
||||
import org.springframework.data.repository.query.Param;
|
||||
|
||||
public interface PartyRepository extends JpaRepository<Party, Long> {
|
||||
|
||||
@Query("select coalesce(max(cast(substring(p.partyCode, 3) as long)), 0) from Party p where p.partyCode like 'PT%'")
|
||||
Long retrieveMaxPartyCodeSuffix();
|
||||
|
||||
Optional<Party> findByPartyCode(String partyCode);
|
||||
|
||||
@Query("select p from Party p where p.agent.id between :agentFrom and :agentTo and p.id between :partyFrom and :partyTo")
|
||||
List<Party> findForInterestBatch(@Param("agentFrom") Long agentFrom, @Param("agentTo") Long agentTo,
|
||||
@Param("partyFrom") Long partyFrom, @Param("partyTo") Long partyTo);
|
||||
|
||||
@Query("select p from Party p where p.agent.id between :agentFrom and :agentTo and p.id between :partyFrom and :partyTo "
|
||||
+ "and (p.od1Flag = true or p.od2Flag = true)")
|
||||
List<Party> findForOdInterestBatch(@Param("agentFrom") Long agentFrom, @Param("agentTo") Long agentTo,
|
||||
@Param("partyFrom") Long partyFrom, @Param("partyTo") Long partyTo);
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "PARTY", action = "CLOSE")
|
||||
public class ClosePartyCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final PartyWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public ClosePartyCommandHandler(final PartyWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.closeParty(command.entityId(), command);
|
||||
}
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "PARTY", action = "CREATE")
|
||||
public class CreatePartyCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final PartyWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public CreatePartyCommandHandler(final PartyWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.createParty(command);
|
||||
}
|
||||
}
|
||||
-46
@@ -1,46 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.handler;
|
||||
|
||||
import org.apache.fineract.commands.annotation.CommandType;
|
||||
import org.apache.fineract.commands.handler.NewCommandSourceHandler;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyWritePlatformService;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Service;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Service
|
||||
@CommandType(entity = "PARTY", action = "UPDATE")
|
||||
public class UpdatePartyCommandHandler implements NewCommandSourceHandler {
|
||||
|
||||
private final PartyWritePlatformService writePlatformService;
|
||||
|
||||
@Autowired
|
||||
public UpdatePartyCommandHandler(final PartyWritePlatformService writePlatformService) {
|
||||
this.writePlatformService = writePlatformService;
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult processCommand(final JsonCommand command) {
|
||||
return this.writePlatformService.updateParty(command.entityId(), command);
|
||||
}
|
||||
}
|
||||
-294
@@ -1,294 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.serialization;
|
||||
|
||||
import com.google.gson.JsonElement;
|
||||
import com.google.gson.JsonObject;
|
||||
import com.google.gson.reflect.TypeToken;
|
||||
import java.lang.reflect.Type;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Arrays;
|
||||
import java.util.HashSet;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import java.util.Set;
|
||||
import org.apache.commons.lang3.StringUtils;
|
||||
import org.apache.fineract.infrastructure.core.data.ApiParameterError;
|
||||
import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.InvalidJsonException;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
|
||||
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
|
||||
import org.springframework.beans.factory.annotation.Autowired;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Component
|
||||
public final class PartyCommandFromApiJsonDeserializer {
|
||||
|
||||
private static final Set<String> SUPPORTED_PARAMETERS = new HashSet<>(Arrays.asList("clientId", "agentId", "subType",
|
||||
"lastAccount", "nominal", "aadharNo", "partyName", "partyName1", "address1", "address2", "address3", "city", "pincode",
|
||||
"gender", "panCardNo", "telephone", "mobileNoSms", "operation", "birthDate", "occupation", "risk", "ckycId", "adultMinor",
|
||||
"minorDate", "guardianClientId", "minAccountOpt", "relation", "openingDate", "month", "maturityDate", "reopenDate",
|
||||
"depositAmount", "dailyDepositAmount", "days", "ledgerNo", "interestRate", "withdrawType", "lien", "payDate",
|
||||
"paymentAmount", "openingBalance", "isSmsActive", "isEmailActive", "interestDate", "spDescription", "freezeCode", "advCode",
|
||||
"creditToBranch", "creditToAccountType", "creditToAccount", "nomineeApplicable", "nomineeSplitMode", "nominees",
|
||||
"savingsAccountNo", "dateFormat", "locale"));
|
||||
|
||||
private static final Set<String> SUPPORTED_NOMINEE_PARAMETERS = new HashSet<>(
|
||||
Arrays.asList("nominationDate", "name", "mobileNo", "birthDate", "minor", "relation", "gender", "guardianName"));
|
||||
|
||||
private final FromJsonHelper fromApiJsonHelper;
|
||||
|
||||
@Autowired
|
||||
public PartyCommandFromApiJsonDeserializer(final FromJsonHelper fromApiJsonHelper) {
|
||||
this.fromApiJsonHelper = fromApiJsonHelper;
|
||||
}
|
||||
|
||||
public void validateForCreate(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, SUPPORTED_PARAMETERS);
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("party");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
v.reset().parameter("clientId").value(this.fromApiJsonHelper.extractLongNamed("clientId", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
v.reset().parameter("agentId").value(this.fromApiJsonHelper.extractLongNamed("agentId", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
v.reset().parameter("subType").value(this.fromApiJsonHelper.extractStringNamed("subType", element)).notBlank()
|
||||
.notExceedingLengthOf(60);
|
||||
v.reset().parameter("partyName").value(this.fromApiJsonHelper.extractStringNamed("partyName", element)).notBlank()
|
||||
.notExceedingLengthOf(100);
|
||||
v.reset().parameter("address1").value(this.fromApiJsonHelper.extractStringNamed("address1", element)).notBlank()
|
||||
.notExceedingLengthOf(200);
|
||||
v.reset().parameter("city").value(this.fromApiJsonHelper.extractStringNamed("city", element)).notBlank()
|
||||
.notExceedingLengthOf(100);
|
||||
v.reset().parameter("pincode").value(this.fromApiJsonHelper.extractStringNamed("pincode", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
v.reset().parameter("mobileNoSms").value(this.fromApiJsonHelper.extractStringNamed("mobileNoSms", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
v.reset().parameter("operation").value(this.fromApiJsonHelper.extractStringNamed("operation", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
v.reset().parameter("adultMinor").value(this.fromApiJsonHelper.extractStringNamed("adultMinor", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
v.reset().parameter("openingDate").value(this.fromApiJsonHelper.extractLocalDateNamed("openingDate", element)).notNull();
|
||||
v.reset().parameter("dailyDepositAmount").value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed("dailyDepositAmount", element))
|
||||
.notNull().positiveAmount();
|
||||
v.reset().parameter("days").value(this.fromApiJsonHelper.extractIntegerSansLocaleNamed("days", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
|
||||
validateOptionalFields(element, v);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists("nominees", element)) {
|
||||
validateNominees(element.getAsJsonObject(), dataValidationErrors);
|
||||
}
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
public void validateForUpdate(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, SUPPORTED_PARAMETERS);
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("party");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists("clientId", element)) {
|
||||
v.reset().parameter("clientId").value(this.fromApiJsonHelper.extractLongNamed("clientId", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("agentId", element)) {
|
||||
v.reset().parameter("agentId").value(this.fromApiJsonHelper.extractLongNamed("agentId", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("subType", element)) {
|
||||
v.reset().parameter("subType").value(this.fromApiJsonHelper.extractStringNamed("subType", element)).notBlank()
|
||||
.notExceedingLengthOf(60);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("partyName", element)) {
|
||||
v.reset().parameter("partyName").value(this.fromApiJsonHelper.extractStringNamed("partyName", element)).notBlank()
|
||||
.notExceedingLengthOf(100);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("address1", element)) {
|
||||
v.reset().parameter("address1").value(this.fromApiJsonHelper.extractStringNamed("address1", element)).notBlank()
|
||||
.notExceedingLengthOf(200);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("city", element)) {
|
||||
v.reset().parameter("city").value(this.fromApiJsonHelper.extractStringNamed("city", element)).notBlank()
|
||||
.notExceedingLengthOf(100);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("pincode", element)) {
|
||||
v.reset().parameter("pincode").value(this.fromApiJsonHelper.extractStringNamed("pincode", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("mobileNoSms", element)) {
|
||||
v.reset().parameter("mobileNoSms").value(this.fromApiJsonHelper.extractStringNamed("mobileNoSms", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("operation", element)) {
|
||||
v.reset().parameter("operation").value(this.fromApiJsonHelper.extractStringNamed("operation", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("adultMinor", element)) {
|
||||
v.reset().parameter("adultMinor").value(this.fromApiJsonHelper.extractStringNamed("adultMinor", element)).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("openingDate", element)) {
|
||||
v.reset().parameter("openingDate").value(this.fromApiJsonHelper.extractLocalDateNamed("openingDate", element)).notNull();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("dailyDepositAmount", element)) {
|
||||
v.reset().parameter("dailyDepositAmount")
|
||||
.value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed("dailyDepositAmount", element)).notNull()
|
||||
.positiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("days", element)) {
|
||||
v.reset().parameter("days").value(this.fromApiJsonHelper.extractIntegerSansLocaleNamed("days", element)).notNull()
|
||||
.integerGreaterThanZero();
|
||||
}
|
||||
|
||||
validateOptionalFields(element, v);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists("nominees", element)) {
|
||||
validateNominees(element.getAsJsonObject(), dataValidationErrors);
|
||||
}
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
public void validateForClose(final String json) {
|
||||
if (StringUtils.isBlank(json)) {
|
||||
throw new InvalidJsonException();
|
||||
}
|
||||
|
||||
final Type typeOfMap = new TypeToken<Map<String, Object>>() {
|
||||
|
||||
}.getType();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(typeOfMap, json, Set.of("closeDate", "dateFormat", "locale"));
|
||||
|
||||
final List<ApiParameterError> dataValidationErrors = new ArrayList<>();
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("party");
|
||||
|
||||
final JsonElement element = this.fromApiJsonHelper.parse(json);
|
||||
v.reset().parameter("closeDate").value(this.fromApiJsonHelper.extractLocalDateNamed("closeDate", element)).notNull();
|
||||
|
||||
throwExceptionIfValidationWarningsExist(dataValidationErrors);
|
||||
}
|
||||
|
||||
private void validateOptionalFields(final JsonElement element, final DataValidatorBuilder v) {
|
||||
optionalString(element, v, "lastAccount", 50);
|
||||
optionalString(element, v, "aadharNo", 20);
|
||||
optionalString(element, v, "partyName1", 100);
|
||||
optionalString(element, v, "address2", 200);
|
||||
optionalString(element, v, "address3", 200);
|
||||
optionalString(element, v, "gender", 20);
|
||||
optionalString(element, v, "panCardNo", 20);
|
||||
optionalString(element, v, "telephone", 20);
|
||||
optionalString(element, v, "occupation", 40);
|
||||
optionalString(element, v, "risk", 20);
|
||||
optionalString(element, v, "ckycId", 40);
|
||||
optionalString(element, v, "minAccountOpt", 40);
|
||||
optionalString(element, v, "relation", 40);
|
||||
optionalString(element, v, "ledgerNo", 40);
|
||||
optionalString(element, v, "withdrawType", 20);
|
||||
optionalString(element, v, "spDescription", 500);
|
||||
optionalString(element, v, "freezeCode", 20);
|
||||
optionalString(element, v, "advCode", 40);
|
||||
optionalString(element, v, "creditToBranch", 100);
|
||||
optionalString(element, v, "creditToAccountType", 100);
|
||||
optionalString(element, v, "creditToAccount", 50);
|
||||
optionalString(element, v, "nomineeSplitMode", 20);
|
||||
optionalString(element, v, "savingsAccountNo", 20);
|
||||
|
||||
if (this.fromApiJsonHelper.parameterExists("guardianClientId", element)) {
|
||||
v.reset().parameter("guardianClientId").value(this.fromApiJsonHelper.extractLongNamed("guardianClientId", element))
|
||||
.ignoreIfNull().integerGreaterThanZero();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("month", element)) {
|
||||
v.reset().parameter("month").value(this.fromApiJsonHelper.extractIntegerSansLocaleNamed("month", element)).ignoreIfNull()
|
||||
.integerGreaterThanZero();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("depositAmount", element)) {
|
||||
v.reset().parameter("depositAmount").value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed("depositAmount", element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("paymentAmount", element)) {
|
||||
v.reset().parameter("paymentAmount")
|
||||
.value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed("paymentAmount", element)).ignoreIfNull()
|
||||
.zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("openingBalance", element)) {
|
||||
v.reset().parameter("openingBalance")
|
||||
.value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed("openingBalance", element)).ignoreIfNull()
|
||||
.zeroOrPositiveAmount();
|
||||
}
|
||||
if (this.fromApiJsonHelper.parameterExists("interestRate", element)) {
|
||||
v.reset().parameter("interestRate").value(this.fromApiJsonHelper.extractBigDecimalWithLocaleNamed("interestRate", element))
|
||||
.ignoreIfNull().zeroOrPositiveAmount();
|
||||
}
|
||||
}
|
||||
|
||||
private void optionalString(final JsonElement element, final DataValidatorBuilder v, final String paramName, final int maxLength) {
|
||||
if (this.fromApiJsonHelper.parameterExists(paramName, element)) {
|
||||
v.reset().parameter(paramName).value(this.fromApiJsonHelper.extractStringNamed(paramName, element)).ignoreIfNull()
|
||||
.notExceedingLengthOf(maxLength);
|
||||
}
|
||||
}
|
||||
|
||||
private void validateNominees(final JsonObject topLevelJson, final List<ApiParameterError> dataValidationErrors) {
|
||||
final DataValidatorBuilder v = new DataValidatorBuilder(dataValidationErrors).resource("party.nominee");
|
||||
final var nomineesArray = topLevelJson.getAsJsonArray("nominees");
|
||||
for (int i = 0; i < nomineesArray.size(); i++) {
|
||||
final JsonObject nomineeJson = nomineesArray.get(i).getAsJsonObject();
|
||||
this.fromApiJsonHelper.checkForUnsupportedParameters(nomineeJson, SUPPORTED_NOMINEE_PARAMETERS);
|
||||
|
||||
v.reset().parameterAtIndexArray("nominationDate", i).value(extractString(nomineeJson, "nominationDate")).notBlank();
|
||||
v.reset().parameterAtIndexArray("name", i).value(extractString(nomineeJson, "name")).notBlank().notExceedingLengthOf(100);
|
||||
v.reset().parameterAtIndexArray("relation", i).value(extractString(nomineeJson, "relation")).notBlank()
|
||||
.notExceedingLengthOf(40);
|
||||
v.reset().parameterAtIndexArray("gender", i).value(extractString(nomineeJson, "gender")).notBlank()
|
||||
.notExceedingLengthOf(20);
|
||||
}
|
||||
}
|
||||
|
||||
private String extractString(final JsonObject json, final String paramName) {
|
||||
return json.has(paramName) && !json.get(paramName).isJsonNull() ? json.get(paramName).getAsString() : null;
|
||||
}
|
||||
|
||||
private void throwExceptionIfValidationWarningsExist(final List<ApiParameterError> dataValidationErrors) {
|
||||
if (!dataValidationErrors.isEmpty()) {
|
||||
throw new PlatformApiDataValidationException("validation.msg.validation.errors.exist", "Validation errors exist.",
|
||||
dataValidationErrors);
|
||||
}
|
||||
}
|
||||
}
|
||||
-29
@@ -1,29 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.service;
|
||||
|
||||
import java.util.Collection;
|
||||
import org.apache.fineract.portfolio.dds.party.data.PartyData;
|
||||
|
||||
public interface PartyReadPlatformService {
|
||||
|
||||
Collection<PartyData> retrieveAll();
|
||||
|
||||
PartyData retrieveOne(Long partyId);
|
||||
}
|
||||
-199
@@ -1,199 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.service;
|
||||
|
||||
import java.sql.ResultSet;
|
||||
import java.sql.SQLException;
|
||||
import java.util.ArrayList;
|
||||
import java.util.Collection;
|
||||
import java.util.LinkedHashMap;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.domain.JdbcSupport;
|
||||
import org.apache.fineract.portfolio.dds.party.data.PartyData;
|
||||
import org.apache.fineract.portfolio.dds.party.data.PartyNomineeData;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartyNotFoundException;
|
||||
import org.springframework.dao.EmptyResultDataAccessException;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
import org.springframework.jdbc.core.RowMapper;
|
||||
|
||||
@RequiredArgsConstructor
|
||||
public class PartyReadPlatformServiceImpl implements PartyReadPlatformService {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
private static final PartyMapper PARTY_MAPPER = new PartyMapper();
|
||||
private static final PartyNomineeMapper NOMINEE_MAPPER = new PartyNomineeMapper();
|
||||
|
||||
private static final class PartyMapper implements RowMapper<PartyData> {
|
||||
|
||||
public String schema() {
|
||||
return " p.id as id, p.client_id as clientId, c.display_name as clientName, p.agent_id as agentId, "
|
||||
+ " a.agent_code as agentCode, a.agent_name as agentName, p.savings_account_id as savingsAccountId, "
|
||||
+ " p.sub_type as subType, p.party_code as partyCode, p.last_account as lastAccount, p.nominal as nominal, "
|
||||
+ " p.aadhar_no as aadharNo, p.party_name as partyName, p.party_name1 as partyName1, p.address1 as address1, "
|
||||
+ " p.address2 as address2, p.address3 as address3, p.city as city, p.pincode as pincode, p.gender as gender, "
|
||||
+ " p.pan_card_no as panCardNo, p.telephone as telephone, p.mobile_no_sms as mobileNoSms, p.operation as operation, "
|
||||
+ " p.birth_date as birthDate, p.occupation as occupation, p.risk as risk, p.ckyc_id as ckycId, "
|
||||
+ " p.adult_minor as adultMinor, p.minor_date as minorDate, p.guardian_client_id as guardianClientId, "
|
||||
+ " p.min_account_opt as minAccountOpt, p.relation as relation, p.opening_date as openingDate, "
|
||||
+ " p.months as month, p.maturity_date as maturityDate, p.reopen_date as reopenDate, "
|
||||
+ " p.deposit_amount as depositAmount, p.daily_deposit_amount as dailyDepositAmount, p.days as days, "
|
||||
+ " p.ledger_no as ledgerNo, p.maturity_amount as maturityAmount, p.interest_rate as interestRate, "
|
||||
+ " p.withdraw_type as withdrawType, p.od1_flag as od1Flag, p.od2_flag as od2Flag, p.lien as lien, "
|
||||
+ " p.pay_date as payDate, p.payment_amount as paymentAmount, p.current_balance as currentBalance, "
|
||||
+ " p.opening_balance as openingBalance, p.is_sms_active as isSmsActive, p.is_email_active as isEmailActive, "
|
||||
+ " p.interest_calc as interestCalc, p.interest_date as interestDate, p.sp_description as spDescription, "
|
||||
+ " p.freeze_code as freezeCode, p.adv_code as advCode, p.credit_to_branch as creditToBranch, "
|
||||
+ " p.credit_to_account_type as creditToAccountType, p.credit_to_account as creditToAccount, "
|
||||
+ " p.nominee_applicable as nomineeApplicable, p.nominee_split_mode as nomineeSplitMode, "
|
||||
+ " p.status as status, p.close_date as closeDate "
|
||||
+ " from m_dds_party p join m_client c on c.id = p.client_id join m_dds_agent a on a.id = p.agent_id";
|
||||
}
|
||||
|
||||
@Override
|
||||
public PartyData mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
return PartyData.builder() //
|
||||
.id(rs.getLong("id")) //
|
||||
.clientId(rs.getLong("clientId")) //
|
||||
.clientName(rs.getString("clientName")) //
|
||||
.agentId(rs.getLong("agentId")) //
|
||||
.agentCode(rs.getString("agentCode")) //
|
||||
.agentName(rs.getString("agentName")) //
|
||||
.savingsAccountId(JdbcSupport.getLong(rs, "savingsAccountId")) //
|
||||
.subType(rs.getString("subType")) //
|
||||
.partyCode(rs.getString("partyCode")) //
|
||||
.lastAccount(rs.getString("lastAccount")) //
|
||||
.nominal(rs.getBoolean("nominal")) //
|
||||
.aadharNo(rs.getString("aadharNo")) //
|
||||
.partyName(rs.getString("partyName")) //
|
||||
.partyName1(rs.getString("partyName1")) //
|
||||
.address1(rs.getString("address1")) //
|
||||
.address2(rs.getString("address2")) //
|
||||
.address3(rs.getString("address3")) //
|
||||
.city(rs.getString("city")) //
|
||||
.pincode(rs.getString("pincode")) //
|
||||
.gender(rs.getString("gender")) //
|
||||
.panCardNo(rs.getString("panCardNo")) //
|
||||
.telephone(rs.getString("telephone")) //
|
||||
.mobileNoSms(rs.getString("mobileNoSms")) //
|
||||
.operation(rs.getString("operation")) //
|
||||
.birthDate(JdbcSupport.getLocalDate(rs, "birthDate")) //
|
||||
.occupation(rs.getString("occupation")) //
|
||||
.risk(rs.getString("risk")) //
|
||||
.ckycId(rs.getString("ckycId")) //
|
||||
.adultMinor(rs.getString("adultMinor")) //
|
||||
.minorDate(JdbcSupport.getLocalDate(rs, "minorDate")) //
|
||||
.guardianClientId(JdbcSupport.getLong(rs, "guardianClientId")) //
|
||||
.minAccountOpt(rs.getString("minAccountOpt")) //
|
||||
.relation(rs.getString("relation")) //
|
||||
.openingDate(JdbcSupport.getLocalDate(rs, "openingDate")) //
|
||||
.month(JdbcSupport.getInteger(rs, "month")) //
|
||||
.maturityDate(JdbcSupport.getLocalDate(rs, "maturityDate")) //
|
||||
.reopenDate(JdbcSupport.getLocalDate(rs, "reopenDate")) //
|
||||
.depositAmount(rs.getBigDecimal("depositAmount")) //
|
||||
.dailyDepositAmount(rs.getBigDecimal("dailyDepositAmount")) //
|
||||
.days(JdbcSupport.getInteger(rs, "days")) //
|
||||
.ledgerNo(rs.getString("ledgerNo")) //
|
||||
.maturityAmount(rs.getBigDecimal("maturityAmount")) //
|
||||
.interestRate(rs.getBigDecimal("interestRate")) //
|
||||
.withdrawType(rs.getString("withdrawType")) //
|
||||
.od1Flag(rs.getBoolean("od1Flag")) //
|
||||
.od2Flag(rs.getBoolean("od2Flag")) //
|
||||
.lien(rs.getBoolean("lien")) //
|
||||
.payDate(JdbcSupport.getLocalDate(rs, "payDate")) //
|
||||
.paymentAmount(rs.getBigDecimal("paymentAmount")) //
|
||||
.currentBalance(rs.getBigDecimal("currentBalance")) //
|
||||
.openingBalance(rs.getBigDecimal("openingBalance")) //
|
||||
.isSmsActive(rs.getBoolean("isSmsActive")) //
|
||||
.isEmailActive(rs.getBoolean("isEmailActive")) //
|
||||
.interestCalc(rs.getBigDecimal("interestCalc")) //
|
||||
.interestDate(JdbcSupport.getLocalDate(rs, "interestDate")) //
|
||||
.spDescription(rs.getString("spDescription")) //
|
||||
.freezeCode(rs.getString("freezeCode")) //
|
||||
.advCode(rs.getString("advCode")) //
|
||||
.creditToBranch(rs.getString("creditToBranch")) //
|
||||
.creditToAccountType(rs.getString("creditToAccountType")) //
|
||||
.creditToAccount(rs.getString("creditToAccount")) //
|
||||
.nomineeApplicable(rs.getBoolean("nomineeApplicable")) //
|
||||
.nomineeSplitMode(rs.getString("nomineeSplitMode")) //
|
||||
.status(rs.getString("status")) //
|
||||
.closeDate(JdbcSupport.getLocalDate(rs, "closeDate")) //
|
||||
.nominees(new ArrayList<>()) //
|
||||
.build();
|
||||
}
|
||||
}
|
||||
|
||||
private static final class PartyNomineeMapper implements RowMapper<Map.Entry<Long, PartyNomineeData>> {
|
||||
|
||||
public String schema() {
|
||||
return " n.party_id as partyId, n.id as id, n.nomination_date as nominationDate, n.name as name, "
|
||||
+ " n.mobile_no as mobileNo, n.birth_date as birthDate, n.minor as minor, n.relation as relation, "
|
||||
+ " n.gender as gender, n.guardian_name as guardianName from m_dds_party_nominee n";
|
||||
}
|
||||
|
||||
@Override
|
||||
public Map.Entry<Long, PartyNomineeData> mapRow(final ResultSet rs, final int rowNum) throws SQLException {
|
||||
final Long partyId = rs.getLong("partyId");
|
||||
final PartyNomineeData data = PartyNomineeData.instance(rs.getLong("id"), JdbcSupport.getLocalDate(rs, "nominationDate"),
|
||||
rs.getString("name"), rs.getString("mobileNo"), JdbcSupport.getLocalDate(rs, "birthDate"), rs.getBoolean("minor"),
|
||||
rs.getString("relation"), rs.getString("gender"), rs.getString("guardianName"));
|
||||
return Map.entry(partyId, data);
|
||||
}
|
||||
}
|
||||
|
||||
@Override
|
||||
public Collection<PartyData> retrieveAll() {
|
||||
final String sql = "select " + PARTY_MAPPER.schema() + " order by p.id";
|
||||
final List<PartyData> parties = this.jdbcTemplate.query(sql, PARTY_MAPPER); // NOSONAR
|
||||
return attachNominees(parties);
|
||||
}
|
||||
|
||||
@Override
|
||||
public PartyData retrieveOne(final Long partyId) {
|
||||
try {
|
||||
final String sql = "select " + PARTY_MAPPER.schema() + " where p.id = ?";
|
||||
final PartyData party = this.jdbcTemplate.queryForObject(sql, PARTY_MAPPER, partyId); // NOSONAR
|
||||
return attachNominees(List.of(party)).iterator().next();
|
||||
} catch (final EmptyResultDataAccessException e) {
|
||||
throw new PartyNotFoundException(partyId, e);
|
||||
}
|
||||
}
|
||||
|
||||
private Collection<PartyData> attachNominees(final List<PartyData> parties) {
|
||||
if (parties.isEmpty()) {
|
||||
return parties;
|
||||
}
|
||||
|
||||
final String sql = "select " + NOMINEE_MAPPER.schema() + " order by n.id";
|
||||
final List<Map.Entry<Long, PartyNomineeData>> rows = this.jdbcTemplate.query(sql, NOMINEE_MAPPER); // NOSONAR
|
||||
|
||||
final Map<Long, List<PartyNomineeData>> nomineesByPartyId = new LinkedHashMap<>();
|
||||
for (final Map.Entry<Long, PartyNomineeData> row : rows) {
|
||||
nomineesByPartyId.computeIfAbsent(row.getKey(), k -> new ArrayList<>()).add(row.getValue());
|
||||
}
|
||||
|
||||
final List<PartyData> result = new ArrayList<>(parties.size());
|
||||
for (final PartyData p : parties) {
|
||||
result.add(p.toBuilder().nominees(nomineesByPartyId.getOrDefault(p.getId(), new ArrayList<>())).build());
|
||||
}
|
||||
return result;
|
||||
}
|
||||
}
|
||||
-31
@@ -1,31 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.service;
|
||||
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
|
||||
public interface PartyWritePlatformService {
|
||||
|
||||
CommandProcessingResult createParty(JsonCommand command);
|
||||
|
||||
CommandProcessingResult updateParty(Long partyId, JsonCommand command);
|
||||
|
||||
CommandProcessingResult closeParty(Long partyId, JsonCommand command);
|
||||
}
|
||||
-235
@@ -1,235 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.service;
|
||||
|
||||
import com.google.gson.JsonArray;
|
||||
import com.google.gson.JsonObject;
|
||||
import jakarta.persistence.PersistenceException;
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import lombok.extern.slf4j.Slf4j;
|
||||
import org.apache.commons.lang3.exception.ExceptionUtils;
|
||||
import org.apache.fineract.infrastructure.core.api.JsonCommand;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
|
||||
import org.apache.fineract.infrastructure.core.exception.ErrorHandler;
|
||||
import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
|
||||
import org.apache.fineract.organisation.agent.domain.Agent;
|
||||
import org.apache.fineract.organisation.agent.domain.AgentRepository;
|
||||
import org.apache.fineract.organisation.agent.exception.AgentNotFoundException;
|
||||
import org.apache.fineract.portfolio.client.domain.Client;
|
||||
import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.Party;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.PartyNominee;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.PartyRepository;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartyAlreadyClosedException;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartyHasBalanceException;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartyNotFoundException;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartySavingsAccountClientMismatchException;
|
||||
import org.apache.fineract.portfolio.dds.party.exception.PartySavingsAccountNotFoundException;
|
||||
import org.apache.fineract.portfolio.dds.party.serialization.PartyCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.portfolio.savings.domain.SavingsAccount;
|
||||
import org.apache.fineract.portfolio.savings.domain.SavingsAccountRepository;
|
||||
import org.springframework.dao.DataIntegrityViolationException;
|
||||
import org.springframework.orm.jpa.JpaSystemException;
|
||||
import org.springframework.transaction.annotation.Transactional;
|
||||
|
||||
@Slf4j
|
||||
@RequiredArgsConstructor
|
||||
public class PartyWritePlatformServiceJpaRepositoryImpl implements PartyWritePlatformService {
|
||||
|
||||
private final PartyCommandFromApiJsonDeserializer fromApiJsonDeserializer;
|
||||
private final PartyRepository partyRepository;
|
||||
private final AgentRepository agentRepository;
|
||||
private final ClientRepositoryWrapper clientRepositoryWrapper;
|
||||
private final SavingsAccountRepository savingsAccountRepository;
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult createParty(final JsonCommand command) {
|
||||
|
||||
try {
|
||||
this.fromApiJsonDeserializer.validateForCreate(command.json());
|
||||
|
||||
final Long clientId = command.longValueOfParameterNamed("clientId");
|
||||
final Client client = this.clientRepositoryWrapper.findOneWithNotFoundDetection(clientId);
|
||||
|
||||
final Long agentId = command.longValueOfParameterNamed("agentId");
|
||||
final Agent agent = this.agentRepository.findById(agentId)
|
||||
.orElseThrow(() -> new AgentNotFoundException(agentId));
|
||||
|
||||
final String partyCode = generateNextPartyCode();
|
||||
final Party party = Party.fromJson(client, agent, partyCode, command);
|
||||
|
||||
linkSavingsAccountIfProvided(party, clientId, command);
|
||||
addNomineesFromCommand(party, command);
|
||||
|
||||
this.partyRepository.saveAndFlush(party);
|
||||
|
||||
return new CommandProcessingResultBuilder() //
|
||||
.withCommandId(command.commandId()) //
|
||||
.withEntityId(party.getId()) //
|
||||
.build();
|
||||
} catch (final JpaSystemException | DataIntegrityViolationException dve) {
|
||||
handleDataIntegrityIssues(dve.getMostSpecificCause(), dve);
|
||||
return CommandProcessingResult.empty();
|
||||
} catch (final PersistenceException dve) {
|
||||
Throwable throwable = ExceptionUtils.getRootCause(dve.getCause());
|
||||
handleDataIntegrityIssues(throwable, dve);
|
||||
return CommandProcessingResult.empty();
|
||||
}
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult updateParty(final Long partyId, final JsonCommand command) {
|
||||
|
||||
try {
|
||||
this.fromApiJsonDeserializer.validateForUpdate(command.json());
|
||||
|
||||
final Party partyForUpdate = this.partyRepository.findById(partyId).orElseThrow(() -> new PartyNotFoundException(partyId));
|
||||
final Map<String, Object> changesOnly = partyForUpdate.update(command);
|
||||
|
||||
if (changesOnly.containsKey("clientId")) {
|
||||
final Long newClientId = (Long) changesOnly.get("clientId");
|
||||
final Client newClient = this.clientRepositoryWrapper.findOneWithNotFoundDetection(newClientId);
|
||||
partyForUpdate.changeClient(newClient);
|
||||
}
|
||||
|
||||
if (changesOnly.containsKey("agentId")) {
|
||||
final Long newAgentId = (Long) changesOnly.get("agentId");
|
||||
final Agent newAgent = this.agentRepository.findById(newAgentId)
|
||||
.orElseThrow(() -> new AgentNotFoundException(newAgentId));
|
||||
partyForUpdate.changeAgent(newAgent);
|
||||
}
|
||||
|
||||
if (command.parameterExists("nominees")) {
|
||||
partyForUpdate.resetNominees();
|
||||
addNomineesFromCommand(partyForUpdate, command);
|
||||
changesOnly.put("nominees", command.jsonFragment("nominees"));
|
||||
}
|
||||
|
||||
linkSavingsAccountIfProvided(partyForUpdate, partyForUpdate.clientId(), command);
|
||||
|
||||
this.partyRepository.saveAndFlush(partyForUpdate);
|
||||
|
||||
return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(partyId).with(changesOnly)
|
||||
.build();
|
||||
} catch (final JpaSystemException | DataIntegrityViolationException dve) {
|
||||
handleDataIntegrityIssues(dve.getMostSpecificCause(), dve);
|
||||
return CommandProcessingResult.empty();
|
||||
} catch (final PersistenceException dve) {
|
||||
Throwable throwable = ExceptionUtils.getRootCause(dve.getCause());
|
||||
handleDataIntegrityIssues(throwable, dve);
|
||||
return CommandProcessingResult.empty();
|
||||
}
|
||||
}
|
||||
|
||||
@Transactional
|
||||
@Override
|
||||
public CommandProcessingResult closeParty(final Long partyId, final JsonCommand command) {
|
||||
|
||||
this.fromApiJsonDeserializer.validateForClose(command.json());
|
||||
|
||||
final Party party = this.partyRepository.findById(partyId).orElseThrow(() -> new PartyNotFoundException(partyId));
|
||||
|
||||
if (party.isClosed()) {
|
||||
throw new PartyAlreadyClosedException(party.getPartyCode());
|
||||
}
|
||||
if (party.getCurrentBalance().compareTo(BigDecimal.ZERO) != 0) {
|
||||
throw new PartyHasBalanceException(party.getPartyCode());
|
||||
}
|
||||
|
||||
final LocalDate closeDate = command.localDateValueOfParameterNamed("closeDate");
|
||||
party.close(closeDate);
|
||||
this.partyRepository.saveAndFlush(party);
|
||||
|
||||
return new CommandProcessingResultBuilder().withCommandId(command.commandId()).withEntityId(partyId).build();
|
||||
}
|
||||
|
||||
/**
|
||||
* If the caller gave a savingsAccountNo, links this Party to that real Savings Account - resolved
|
||||
* by account number since that's what an officer actually has to hand, not the internal id. Left
|
||||
* unlinked (as before) when the parameter isn't given: a Party doesn't require a real account,
|
||||
* this is opportunistic linking for a client that already happens to have one.
|
||||
*/
|
||||
private void linkSavingsAccountIfProvided(final Party party, final Long expectedClientId, final JsonCommand command) {
|
||||
if (!command.parameterExists("savingsAccountNo")) {
|
||||
return;
|
||||
}
|
||||
final String savingsAccountNo = command.stringValueOfParameterNamed("savingsAccountNo");
|
||||
final SavingsAccount savingsAccount = this.savingsAccountRepository.findNonClosedAccountByAccountNumber(savingsAccountNo);
|
||||
if (savingsAccount == null) {
|
||||
throw new PartySavingsAccountNotFoundException(savingsAccountNo);
|
||||
}
|
||||
if (!expectedClientId.equals(savingsAccount.clientId())) {
|
||||
throw new PartySavingsAccountClientMismatchException(savingsAccountNo);
|
||||
}
|
||||
party.linkSavingsAccount(savingsAccount.getId());
|
||||
}
|
||||
|
||||
private void addNomineesFromCommand(final Party party, final JsonCommand command) {
|
||||
if (!command.parameterExists("nominees")) {
|
||||
return;
|
||||
}
|
||||
final JsonArray nomineesArray = command.arrayOfParameterNamed("nominees");
|
||||
if (nomineesArray == null) {
|
||||
return;
|
||||
}
|
||||
for (int i = 0; i < nomineesArray.size(); i++) {
|
||||
final JsonObject nomineeJson = nomineesArray.get(i).getAsJsonObject();
|
||||
final LocalDate nominationDate = LocalDate.parse(nomineeJson.get("nominationDate").getAsString());
|
||||
final String name = nomineeJson.get("name").getAsString();
|
||||
final String mobileNo = nomineeJson.has("mobileNo") && !nomineeJson.get("mobileNo").isJsonNull()
|
||||
? nomineeJson.get("mobileNo").getAsString()
|
||||
: null;
|
||||
final LocalDate birthDate = nomineeJson.has("birthDate") && !nomineeJson.get("birthDate").isJsonNull()
|
||||
? LocalDate.parse(nomineeJson.get("birthDate").getAsString())
|
||||
: null;
|
||||
final boolean minor = nomineeJson.has("minor") && !nomineeJson.get("minor").isJsonNull() && nomineeJson.get("minor")
|
||||
.getAsBoolean();
|
||||
final String relation = nomineeJson.get("relation").getAsString();
|
||||
final String gender = nomineeJson.get("gender").getAsString();
|
||||
final String guardianName = nomineeJson.has("guardianName") && !nomineeJson.get("guardianName").isJsonNull()
|
||||
? nomineeJson.get("guardianName").getAsString()
|
||||
: null;
|
||||
|
||||
party.addNominee(new PartyNominee(nominationDate, name, mobileNo, birthDate, minor, relation, gender, guardianName));
|
||||
}
|
||||
}
|
||||
|
||||
private String generateNextPartyCode() {
|
||||
final Long maxSuffix = this.partyRepository.retrieveMaxPartyCodeSuffix();
|
||||
final long nextSuffix = (maxSuffix == null ? 0L : maxSuffix) + 1L;
|
||||
return String.format("PT%04d", nextSuffix);
|
||||
}
|
||||
|
||||
private void handleDataIntegrityIssues(final Throwable realCause, final Exception dve) {
|
||||
if (realCause.getMessage() != null && realCause.getMessage().contains("party_code")) {
|
||||
throw new PlatformDataIntegrityException("error.msg.party.duplicate.partyCode",
|
||||
"A party with the generated code already exists, please retry");
|
||||
}
|
||||
|
||||
log.error("Error occured.", dve);
|
||||
throw ErrorHandler.getMappable(dve, "error.msg.party.unknown.data.integrity.issue",
|
||||
"Unknown data integrity issue with resource: " + realCause.getMessage());
|
||||
}
|
||||
}
|
||||
-52
@@ -1,52 +0,0 @@
|
||||
/**
|
||||
* 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.dds.party.starter;
|
||||
|
||||
import org.apache.fineract.organisation.agent.domain.AgentRepository;
|
||||
import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
|
||||
import org.apache.fineract.portfolio.dds.party.domain.PartyRepository;
|
||||
import org.apache.fineract.portfolio.dds.party.serialization.PartyCommandFromApiJsonDeserializer;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyReadPlatformService;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyReadPlatformServiceImpl;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyWritePlatformService;
|
||||
import org.apache.fineract.portfolio.dds.party.service.PartyWritePlatformServiceJpaRepositoryImpl;
|
||||
import org.apache.fineract.portfolio.savings.domain.SavingsAccountRepository;
|
||||
import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
|
||||
import org.springframework.context.annotation.Bean;
|
||||
import org.springframework.context.annotation.Configuration;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
|
||||
@Configuration
|
||||
public class DdsPartyConfiguration {
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(PartyReadPlatformService.class)
|
||||
public PartyReadPlatformService partyReadPlatformService(JdbcTemplate jdbcTemplate) {
|
||||
return new PartyReadPlatformServiceImpl(jdbcTemplate);
|
||||
}
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(PartyWritePlatformService.class)
|
||||
public PartyWritePlatformService partyWritePlatformService(PartyCommandFromApiJsonDeserializer fromApiJsonDeserializer,
|
||||
PartyRepository partyRepository, AgentRepository agentRepository, ClientRepositoryWrapper clientRepositoryWrapper,
|
||||
SavingsAccountRepository savingsAccountRepository) {
|
||||
return new PartyWritePlatformServiceJpaRepositoryImpl(fromApiJsonDeserializer, partyRepository, agentRepository,
|
||||
clientRepositoryWrapper, savingsAccountRepository);
|
||||
}
|
||||
}
|
||||
-74
@@ -1,74 +0,0 @@
|
||||
/**
|
||||
* 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.dds.report.api;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.Parameter;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.DefaultValue;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.time.LocalDate;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.portfolio.dds.report.data.DdsReportData;
|
||||
import org.apache.fineract.portfolio.dds.report.service.DdsReportReadPlatformService;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/v1/dds/reports/{reportKey}")
|
||||
@Component
|
||||
@Tag(name = "DDS Reports", description = "The DDS reports suite - one shared query engine behind a generic column/row shape, filtered by date range and agent/party id range.")
|
||||
@RequiredArgsConstructor
|
||||
public class DdsReportsApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "DDSREPORT";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final DdsReportReadPlatformService readPlatformService;
|
||||
|
||||
@GET
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Run a DDS Report", description = "reportKey is one of: AGENT_CHECK_LIST, PARTY_CHECK_LIST, PARTY_BALANCE, "
|
||||
+ "AGENT_WISE_BALANCE, AGENT_WISE_MONTHLY_COLLECTION, COMMISSION_REGISTER, COLLECTION_SUMMARY_AGENT_WISE, "
|
||||
+ "AGENT_PARTYWISE_DAILY_COLLECTION, DAILY_COLLECTION_REPORT, PARTY_INTEREST_REGISTER, BALANCE_SUMMARY, "
|
||||
+ "TRANSACTION_REGISTER, MATURE_DATE_WISE, INTEREST_CERTIFICATE, AGENT_COMMISSION_STATEMENT, SUPPLEMENTARY_DDS, "
|
||||
+ "CLOSE_PARTY_AC_REGISTER, MASTER_DATA_EXPORT (the last three always return available=false - no matching data exists "
|
||||
+ "in this system yet). "
|
||||
+ "fromDate/toDate are ISO (yyyy-MM-dd); agentFrom/To and partyFrom/To default to the full id range.")
|
||||
public DdsReportData runReport(@PathParam("reportKey") @Parameter(description = "reportKey") final String reportKey,
|
||||
@QueryParam("fromDate") @Parameter(description = "fromDate") final String fromDate,
|
||||
@QueryParam("toDate") @Parameter(description = "toDate") final String toDate,
|
||||
@DefaultValue("1") @QueryParam("agentFrom") @Parameter(description = "agentFrom") final Long agentFrom,
|
||||
@DefaultValue("9223372036854775807") @QueryParam("agentTo") @Parameter(description = "agentTo") final Long agentTo,
|
||||
@DefaultValue("1") @QueryParam("partyFrom") @Parameter(description = "partyFrom") final Long partyFrom,
|
||||
@DefaultValue("9223372036854775807") @QueryParam("partyTo") @Parameter(description = "partyTo") final Long partyTo) {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
|
||||
final LocalDate from = fromDate != null ? LocalDate.parse(fromDate) : LocalDate.of(1900, 1, 1);
|
||||
final LocalDate to = toDate != null ? LocalDate.parse(toDate) : LocalDate.of(9999, 12, 31);
|
||||
|
||||
return readPlatformService.runReport(reportKey, from, to, agentFrom, agentTo, partyFrom, partyTo);
|
||||
}
|
||||
}
|
||||
-28
@@ -1,28 +0,0 @@
|
||||
/**
|
||||
* 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.dds.report.service;
|
||||
|
||||
import java.time.LocalDate;
|
||||
import org.apache.fineract.portfolio.dds.report.data.DdsReportData;
|
||||
|
||||
public interface DdsReportReadPlatformService {
|
||||
|
||||
DdsReportData runReport(String reportKey, LocalDate fromDate, LocalDate toDate, Long agentFrom, Long agentTo, Long partyFrom,
|
||||
Long partyTo);
|
||||
}
|
||||
-313
@@ -1,313 +0,0 @@
|
||||
/**
|
||||
* 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.dds.report.service;
|
||||
|
||||
import java.math.BigDecimal;
|
||||
import java.time.LocalDate;
|
||||
import java.util.List;
|
||||
import java.util.Map;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.infrastructure.core.exception.UnrecognizedQueryParamException;
|
||||
import org.apache.fineract.portfolio.dds.report.data.DdsReportData;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
|
||||
/**
|
||||
* One switch over every DDS report key. Each branch is a real query against data this system
|
||||
* actually has (Agent/Party/PartyTransaction/CommissionSlab/BatchRun).
|
||||
*
|
||||
* Since SubAgent was folded into Agent (2026-08-24, Agent now does the daily collection work
|
||||
* directly), the queries here dropped a join level wherever they used to go Party/Transaction ->
|
||||
* SubAgent -> Agent - they now join straight to Agent.
|
||||
*/
|
||||
@RequiredArgsConstructor
|
||||
public class DdsReportReadPlatformServiceImpl implements DdsReportReadPlatformService {
|
||||
|
||||
private final JdbcTemplate jdbcTemplate;
|
||||
|
||||
@Override
|
||||
public DdsReportData runReport(final String reportKey, final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
|
||||
return switch (reportKey) {
|
||||
case "AGENT_CHECK_LIST" -> agentCheckList();
|
||||
case "PARTY_CHECK_LIST", "PARTY_BALANCE" -> partyList(agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "AGENT_WISE_BALANCE" -> agentWiseBalance(agentFrom, agentTo);
|
||||
case "AGENT_WISE_MONTHLY_COLLECTION" -> agentWiseCollection(fromDate, toDate, agentFrom, agentTo);
|
||||
case "COMMISSION_REGISTER" -> commissionRegister(fromDate, toDate, agentFrom, agentTo);
|
||||
case "COLLECTION_SUMMARY_AGENT_WISE" -> collectionSummaryAgentWise(fromDate, toDate, agentFrom, agentTo);
|
||||
case "AGENT_PARTYWISE_DAILY_COLLECTION" -> agentPartywiseDailyCollection(fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
case "DAILY_COLLECTION_REPORT" -> dailyCollectionReport(fromDate, toDate, agentFrom, agentTo);
|
||||
case "PARTY_INTEREST_REGISTER" -> partyInterestRegister(fromDate, toDate, partyFrom, partyTo);
|
||||
case "BALANCE_SUMMARY" -> balanceSummary(agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "TRANSACTION_REGISTER" -> transactionRegister(fromDate, toDate, agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "MATURE_DATE_WISE" -> matureDateWise(fromDate, toDate, agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "INTEREST_CERTIFICATE" -> interestCertificate(fromDate, toDate, agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "AGENT_COMMISSION_STATEMENT" -> agentCommissionStatement(fromDate, toDate);
|
||||
case "SUPPLEMENTARY_DDS" -> supplementaryDds(fromDate, toDate, agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "CLOSE_PARTY_AC_REGISTER" -> closePartyAcRegister(fromDate, toDate, agentFrom, agentTo, partyFrom, partyTo);
|
||||
case "MASTER_DATA_EXPORT" -> masterDataExport(agentFrom, agentTo, partyFrom, partyTo);
|
||||
default -> throw new UnrecognizedQueryParamException("reportKey", reportKey);
|
||||
};
|
||||
}
|
||||
|
||||
private DdsReportData agentCheckList() {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Agent Name\", a.agent_city as \"City\", "
|
||||
+ "a.agent_current_balance as \"Current Balance\" from m_dds_agent a order by a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql);
|
||||
return available("AGENT_CHECK_LIST", List.of("Agent Code", "Agent Name", "City", "Current Balance"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData partyList(final Long agentFrom, final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select p.party_code as \"Party Code\", p.party_name as \"Party Name\", "
|
||||
+ "a.agent_code as \"Agent Code\", p.current_balance as \"Current Balance\", "
|
||||
+ "p.opening_date as \"Opening Date\" from m_dds_party p join m_dds_agent a on a.id = p.agent_id "
|
||||
+ "where a.id between ? and ? and p.id between ? and ? order by p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, agentFrom, agentTo, partyFrom, partyTo);
|
||||
return available("PARTY_CHECK_LIST", List.of("Party Code", "Party Name", "Agent Code", "Current Balance", "Opening Date"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData agentWiseBalance(final Long agentFrom, final Long agentTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Name\", "
|
||||
+ "a.agent_current_balance as \"Current Balance\" from m_dds_agent a where a.id between ? and ? "
|
||||
+ "order by a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, agentFrom, agentTo);
|
||||
return available("AGENT_WISE_BALANCE", List.of("Agent Code", "Name", "Current Balance"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData agentWiseCollection(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Name\", "
|
||||
+ "coalesce(sum(t.amount), 0) as \"Total Collection\" from m_dds_agent a "
|
||||
+ "left join m_dds_party_transaction t on t.agent_id = a.id and t.transaction_type = 'PARTY_TRAN' "
|
||||
+ "and t.direction = 'CREDIT' and t.transaction_date between ? and ? " + "where a.id between ? and ? "
|
||||
+ "group by a.id, a.agent_code, a.agent_name order by a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo);
|
||||
return available("AGENT_WISE_MONTHLY_COLLECTION", List.of("Agent Code", "Name", "Total Collection"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData commissionRegister(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Name\", b.job_date as \"Job Date\", "
|
||||
+ "b.posted_on_date as \"Posted On\", r.amount as \"Commission Amount\" from m_dds_batch_run_row r "
|
||||
+ "join m_dds_batch_run b on b.id = r.batch_run_id join m_dds_agent a on a.id = r.agent_id "
|
||||
+ "where b.job_type = 'COMMISSION_CALCULATION' and b.status = 'POSTED' and b.posted_on_date between ? and ? "
|
||||
+ "and a.id between ? and ? order by b.posted_on_date, a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo);
|
||||
return available("COMMISSION_REGISTER", List.of("Agent Code", "Name", "Job Date", "Posted On", "Commission Amount"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData collectionSummaryAgentWise(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Agent Name\", "
|
||||
+ "coalesce(sum(t.amount), 0) as \"Total Collection\" from m_dds_agent a "
|
||||
+ "left join m_dds_party_transaction t on t.agent_id = a.id and t.transaction_type = 'PARTY_TRAN' "
|
||||
+ "and t.direction = 'CREDIT' and t.transaction_date between ? and ? " + "where a.id between ? and ? "
|
||||
+ "group by a.id, a.agent_code, a.agent_name order by a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo);
|
||||
return available("COLLECTION_SUMMARY_AGENT_WISE", List.of("Agent Code", "Agent Name", "Total Collection"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData agentPartywiseDailyCollection(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", p.party_code as \"Party Code\", "
|
||||
+ "t.transaction_date as \"Transaction Date\", t.amount as \"Amount\", "
|
||||
+ "t.balance_after_transaction as \"Balance After\" from m_dds_party_transaction t "
|
||||
+ "join m_dds_party p on p.id = t.party_id join m_dds_agent a on a.id = t.agent_id "
|
||||
+ "where t.transaction_type = 'PARTY_TRAN' and t.direction = 'CREDIT' and t.transaction_date between ? and ? "
|
||||
+ "and a.id between ? and ? and p.id between ? and ? order by t.transaction_date, a.agent_code, p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
return available("AGENT_PARTYWISE_DAILY_COLLECTION",
|
||||
List.of("Agent Code", "Party Code", "Transaction Date", "Amount", "Balance After"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData dailyCollectionReport(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo) {
|
||||
final String sql = "select t.transaction_date as \"Transaction Date\", a.agent_code as \"Agent Code\", "
|
||||
+ "coalesce(sum(t.amount), 0) as \"Total Collection\", count(*) as \"Transaction Count\" "
|
||||
+ "from m_dds_party_transaction t join m_dds_agent a on a.id = t.agent_id "
|
||||
+ "where t.transaction_type = 'PARTY_TRAN' and t.direction = 'CREDIT' and t.transaction_date between ? and ? "
|
||||
+ "and a.id between ? and ? group by t.transaction_date, a.id, a.agent_code "
|
||||
+ "order by t.transaction_date, a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo);
|
||||
return available("DAILY_COLLECTION_REPORT",
|
||||
List.of("Transaction Date", "Agent Code", "Total Collection", "Transaction Count"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData partyInterestRegister(final LocalDate fromDate, final LocalDate toDate, final Long partyFrom,
|
||||
final Long partyTo) {
|
||||
final String sql = "select p.party_code as \"Party Code\", t.transaction_date as \"Transaction Date\", "
|
||||
+ "t.transaction_type as \"Transaction Type\", t.amount as \"Amount\", "
|
||||
+ "t.balance_after_transaction as \"Balance After\" from m_dds_party_transaction t "
|
||||
+ "join m_dds_party p on p.id = t.party_id "
|
||||
+ "where t.transaction_type in ('INTEREST_POST', 'OD_INTEREST_POST') and t.transaction_date between ? and ? "
|
||||
+ "and p.id between ? and ? order by t.transaction_date, p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, partyFrom, partyTo);
|
||||
return available("PARTY_INTEREST_REGISTER",
|
||||
List.of("Party Code", "Transaction Date", "Transaction Type", "Amount", "Balance After"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData balanceSummary(final Long agentFrom, final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final Integer totalAgents = this.jdbcTemplate.queryForObject("select count(*) from m_dds_agent where id between ? and ?",
|
||||
Integer.class, agentFrom, agentTo);
|
||||
final Integer totalParties = this.jdbcTemplate.queryForObject(
|
||||
"select count(*) from m_dds_party where agent_id between ? and ? and id between ? and ?", Integer.class, agentFrom,
|
||||
agentTo, partyFrom, partyTo);
|
||||
final BigDecimal totalBalance = this.jdbcTemplate.queryForObject(
|
||||
"select coalesce(sum(current_balance), 0) from m_dds_party where agent_id between ? and ? and id between ? and ?",
|
||||
BigDecimal.class, agentFrom, agentTo, partyFrom, partyTo);
|
||||
|
||||
final Map<String, Object> row = Map.of("Total Agents", totalAgents, "Total Parties", totalParties, "Total Party Balance",
|
||||
totalBalance);
|
||||
return available("BALANCE_SUMMARY", List.of("Total Agents", "Total Parties", "Total Party Balance"), List.of(row));
|
||||
}
|
||||
|
||||
private DdsReportData transactionRegister(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select p.party_code as \"Party Code\", a.agent_code as \"Agent Code\", "
|
||||
+ "t.transaction_date as \"Transaction Date\", t.transaction_type as \"Transaction Type\", "
|
||||
+ "t.direction as \"Direction\", t.amount as \"Amount\", t.description as \"Description\" "
|
||||
+ "from m_dds_party_transaction t join m_dds_party p on p.id = t.party_id "
|
||||
+ "join m_dds_agent a on a.id = t.agent_id "
|
||||
+ "where t.transaction_date between ? and ? and a.id between ? and ? and p.id between ? and ? "
|
||||
+ "order by t.transaction_date, t.id";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
return available("TRANSACTION_REGISTER",
|
||||
List.of("Party Code", "Agent Code", "Transaction Date", "Transaction Type", "Direction", "Amount", "Description"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData matureDateWise(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom, final Long agentTo,
|
||||
final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select p.party_code as \"Party Code\", p.maturity_date as \"Maturity Date\", "
|
||||
+ "p.current_balance as \"Current Balance\" from m_dds_party p "
|
||||
+ "where p.maturity_date is not null and p.maturity_date between ? and ? and p.agent_id between ? and ? "
|
||||
+ "and p.id between ? and ? order by p.maturity_date";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
return available("MATURE_DATE_WISE", List.of("Party Code", "Maturity Date", "Current Balance"), rows);
|
||||
}
|
||||
|
||||
private DdsReportData interestCertificate(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select p.party_code as \"Party Code\", p.party_name as \"Party Name\", "
|
||||
+ "p.opening_date as \"Opening Date\", p.daily_deposit_amount as \"Daily Deposit Amount\", "
|
||||
+ "p.current_balance as \"Current Balance\", coalesce((select sum(t.amount) from m_dds_party_transaction t "
|
||||
+ "where t.party_id = p.id and t.transaction_type in ('INTEREST_POST', 'OD_INTEREST_POST') "
|
||||
+ "and t.transaction_date between ? and ?), 0) as \"Interest Earned\" from m_dds_party p "
|
||||
+ "where p.agent_id between ? and ? and p.id between ? and ? order by p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
return available("INTEREST_CERTIFICATE",
|
||||
List.of("Party Code", "Party Name", "Opening Date", "Daily Deposit Amount", "Current Balance", "Interest Earned"), rows);
|
||||
}
|
||||
|
||||
/**
|
||||
* Per-agent settlement statement for a date range: collection volume, commission actually
|
||||
* posted in that window (via the same BatchRunRow join as COMMISSION_REGISTER), and the
|
||||
* deposit/advance/deduction fields tracked directly on the agent. "Deduct Commission" and
|
||||
* "PC Diff" have no corresponding data anywhere in this schema yet, so they report as 0 rather
|
||||
* than a guessed figure - matching the legacy sample where most of these columns were 0.00 too.
|
||||
* No agent id range filter is applied here: the legacy screenshot for this report only ever
|
||||
* showed a date range, no agent-range inputs.
|
||||
*/
|
||||
private DdsReportData agentCommissionStatement(final LocalDate fromDate, final LocalDate toDate) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Agent Name\", "
|
||||
+ "a.agent_saving_account_no as \"A/c No\", coalesce(collection.total, 0) as \"Total Collection\", "
|
||||
+ "coalesce(commission.total, 0) as \"Commission\", 0 as \"Deduct Commission\", "
|
||||
+ "a.agent_deposit as \"Agent Deposit\", a.festival_advance as \"Festival Advance\", "
|
||||
+ "a.other_deduction as \"Other Deduction\", "
|
||||
+ "(coalesce(commission.total, 0) - a.agent_deposit - a.festival_advance - a.other_deduction) as \"Total\", "
|
||||
+ "0 as \"PC Diff\" " + "from m_dds_agent a "
|
||||
+ "left join (select t.agent_id as agent_id, sum(t.amount) as total from m_dds_party_transaction t "
|
||||
+ "where t.transaction_type = 'PARTY_TRAN' and t.direction = 'CREDIT' and t.transaction_date between ? and ? "
|
||||
+ "group by t.agent_id) collection on collection.agent_id = a.id "
|
||||
+ "left join (select r.agent_id as agent_id, sum(r.amount) as total from m_dds_batch_run_row r "
|
||||
+ "join m_dds_batch_run b on b.id = r.batch_run_id "
|
||||
+ "where b.job_type = 'COMMISSION_CALCULATION' and b.status = 'POSTED' and b.posted_on_date between ? and ? "
|
||||
+ "group by r.agent_id) commission on commission.agent_id = a.id " + "order by a.agent_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, fromDate, toDate);
|
||||
return available("AGENT_COMMISSION_STATEMENT",
|
||||
List.of("Agent Code", "Agent Name", "A/c No", "Total Collection", "Commission", "Deduct Commission", "Agent Deposit",
|
||||
"Festival Advance", "Other Deduction", "Total", "PC Diff"),
|
||||
rows);
|
||||
}
|
||||
|
||||
/**
|
||||
* The legacy Supplementary-DDS (As On) report: every regular collection (PARTY_TRAN, CREDIT)
|
||||
* posted in the given date range - clarified with the business as "the regular transactions
|
||||
* going on" (2026-08-24), same shape as the other collection-listing reports.
|
||||
*/
|
||||
private DdsReportData supplementaryDds(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom, final Long agentTo,
|
||||
final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", p.party_code as \"Party Code\", p.party_name as \"Party Name\", "
|
||||
+ "t.transaction_date as \"Transaction Date\", t.transaction_mode as \"Mode\", t.amount as \"Amount\", "
|
||||
+ "t.balance_after_transaction as \"Balance After\" from m_dds_party_transaction t "
|
||||
+ "join m_dds_party p on p.id = t.party_id join m_dds_agent a on a.id = t.agent_id "
|
||||
+ "where t.transaction_type = 'PARTY_TRAN' and t.direction = 'CREDIT' and t.transaction_date between ? and ? "
|
||||
+ "and a.id between ? and ? and p.id between ? and ? order by t.transaction_date, a.agent_code, p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
return available("SUPPLEMENTARY_DDS",
|
||||
List.of("Agent Code", "Party Code", "Party Name", "Transaction Date", "Mode", "Amount", "Balance After"), rows);
|
||||
}
|
||||
|
||||
/**
|
||||
* The legacy Close Party Ac Register report: Parties closed (via the Close Party command) in the
|
||||
* given date range, with their close date and final (zero) balance.
|
||||
*/
|
||||
private DdsReportData closePartyAcRegister(final LocalDate fromDate, final LocalDate toDate, final Long agentFrom,
|
||||
final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select p.party_code as \"Party Code\", p.party_name as \"Party Name\", a.agent_code as \"Agent Code\", "
|
||||
+ "p.opening_date as \"Opening Date\", p.close_date as \"Close Date\", p.current_balance as \"Final Balance\" "
|
||||
+ "from m_dds_party p join m_dds_agent a on a.id = p.agent_id "
|
||||
+ "where p.status = 'CLOSED' and p.close_date between ? and ? and a.id between ? and ? and p.id between ? and ? "
|
||||
+ "order by p.close_date, p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, fromDate, toDate, agentFrom, agentTo, partyFrom,
|
||||
partyTo);
|
||||
return available("CLOSE_PARTY_AC_REGISTER",
|
||||
List.of("Party Code", "Party Name", "Agent Code", "Opening Date", "Close Date", "Final Balance"), rows);
|
||||
}
|
||||
|
||||
/**
|
||||
* The legacy Master Data Export report: clarified with the business (2026-08-24) as "select an
|
||||
* agent, show the full detail of every party under that agent" - filtered by the same agent
|
||||
* range as every other report here (a single agent is just agentFrom == agentTo).
|
||||
*/
|
||||
private DdsReportData masterDataExport(final Long agentFrom, final Long agentTo, final Long partyFrom, final Long partyTo) {
|
||||
final String sql = "select a.agent_code as \"Agent Code\", a.agent_name as \"Agent Name\", "
|
||||
+ "p.party_code as \"Party Code\", p.party_name as \"Party Name\", p.address1 as \"Address\", "
|
||||
+ "p.city as \"City\", p.pincode as \"Pincode\", p.mobile_no_sms as \"Mobile No\", "
|
||||
+ "p.aadhar_no as \"Aadhar No\", p.pan_card_no as \"PAN No\", p.opening_date as \"Opening Date\", "
|
||||
+ "p.maturity_date as \"Maturity Date\", p.daily_deposit_amount as \"Daily Deposit Amount\", "
|
||||
+ "p.interest_rate as \"Interest Rate\", p.current_balance as \"Current Balance\" "
|
||||
+ "from m_dds_party p join m_dds_agent a on a.id = p.agent_id "
|
||||
+ "where a.id between ? and ? and p.id between ? and ? order by a.agent_code, p.party_code";
|
||||
final List<Map<String, Object>> rows = this.jdbcTemplate.queryForList(sql, agentFrom, agentTo, partyFrom, partyTo);
|
||||
return available("MASTER_DATA_EXPORT",
|
||||
List.of("Agent Code", "Agent Name", "Party Code", "Party Name", "Address", "City", "Pincode", "Mobile No", "Aadhar No",
|
||||
"PAN No", "Opening Date", "Maturity Date", "Daily Deposit Amount", "Interest Rate", "Current Balance"),
|
||||
rows);
|
||||
}
|
||||
|
||||
private DdsReportData available(final String reportKey, final List<String> columns, final List<Map<String, Object>> rows) {
|
||||
return DdsReportData.builder().reportKey(reportKey).available(true).columns(columns).rows(rows).build();
|
||||
}
|
||||
}
|
||||
-36
@@ -1,36 +0,0 @@
|
||||
/**
|
||||
* 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.dds.report.starter;
|
||||
|
||||
import org.apache.fineract.portfolio.dds.report.service.DdsReportReadPlatformService;
|
||||
import org.apache.fineract.portfolio.dds.report.service.DdsReportReadPlatformServiceImpl;
|
||||
import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
|
||||
import org.springframework.context.annotation.Bean;
|
||||
import org.springframework.context.annotation.Configuration;
|
||||
import org.springframework.jdbc.core.JdbcTemplate;
|
||||
|
||||
@Configuration
|
||||
public class DdsReportConfiguration {
|
||||
|
||||
@Bean
|
||||
@ConditionalOnMissingBean(DdsReportReadPlatformService.class)
|
||||
public DdsReportReadPlatformService ddsReportReadPlatformService(JdbcTemplate jdbcTemplate) {
|
||||
return new DdsReportReadPlatformServiceImpl(jdbcTemplate);
|
||||
}
|
||||
}
|
||||
-90
@@ -1,90 +0,0 @@
|
||||
/**
|
||||
* 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.dds.transaction.api;
|
||||
|
||||
import io.swagger.v3.oas.annotations.Operation;
|
||||
import io.swagger.v3.oas.annotations.Parameter;
|
||||
import io.swagger.v3.oas.annotations.tags.Tag;
|
||||
import jakarta.ws.rs.Consumes;
|
||||
import jakarta.ws.rs.GET;
|
||||
import jakarta.ws.rs.POST;
|
||||
import jakarta.ws.rs.Path;
|
||||
import jakarta.ws.rs.PathParam;
|
||||
import jakarta.ws.rs.Produces;
|
||||
import jakarta.ws.rs.QueryParam;
|
||||
import jakarta.ws.rs.core.MediaType;
|
||||
import java.util.Collection;
|
||||
import lombok.RequiredArgsConstructor;
|
||||
import org.apache.fineract.commands.domain.CommandWrapper;
|
||||
import org.apache.fineract.commands.service.CommandWrapperBuilder;
|
||||
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
|
||||
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
|
||||
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
|
||||
import org.apache.fineract.portfolio.dds.transaction.data.PartyTransactionData;
|
||||
import org.apache.fineract.portfolio.dds.transaction.service.PartyTransactionReadPlatformService;
|
||||
import org.springframework.stereotype.Component;
|
||||
|
||||
@Path("/v1/dds/partytransactions")
|
||||
@Component
|
||||
@Tag(name = "DDS Party Transactions", description = "The Daily Transaction Entry ledger: a day's PARTY_TRAN collection rows, the two legs of a WITHDRAW_DEPOSITE transfer between two parties, or an AGENT_TRAN settlement of an Agent's collected cash to its branch. Immutable once posted - reversed with an opposing entry, never edited.")
|
||||
@RequiredArgsConstructor
|
||||
public class PartyTransactionsApiResource {
|
||||
|
||||
private static final String RESOURCE_NAME_FOR_PERMISSIONS = "PARTYTRANSACTION";
|
||||
|
||||
private final PlatformSecurityContext context;
|
||||
private final PartyTransactionReadPlatformService readPlatformService;
|
||||
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
|
||||
|
||||
@GET
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve DDS Party Transactions", description = "Returns the list of posted DDS party transactions, most recent first. Optionally filter by agentId and/or partyId.")
|
||||
public Collection<PartyTransactionData> retrieveAll(@QueryParam("agentId") @Parameter(description = "agentId") final Long agentId,
|
||||
@QueryParam("partyId") @Parameter(description = "partyId") final Long partyId) {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveAll(agentId, partyId);
|
||||
}
|
||||
|
||||
@GET
|
||||
@Path("{transactionId}")
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Retrieve a DDS Party Transaction", description = "Returns the details of a single posted DDS party transaction.")
|
||||
public PartyTransactionData retrieveOne(@PathParam("transactionId") @Parameter(description = "transactionId") final Long transactionId) {
|
||||
context.authenticatedUser().validateHasReadPermission(RESOURCE_NAME_FOR_PERMISSIONS);
|
||||
return readPlatformService.retrieveOne(transactionId);
|
||||
}
|
||||
|
||||
@POST
|
||||
@Consumes({ MediaType.APPLICATION_JSON })
|
||||
@Produces({ MediaType.APPLICATION_JSON })
|
||||
@Operation(summary = "Post DDS Party Transactions", description = "Mandatory fields: agentId, transactionType (PARTY_TRAN, "
|
||||
+ "WITHDRAW_DEPOSITE or AGENT_TRAN), transactionDate\n" + "\n"
|
||||
+ "For PARTY_TRAN: collections (array of {partyCode, transactionMode, accountType, accountNo, amount, chequeNo, tokenNo, "
|
||||
+ "description})\n" + "\n" + "For WITHDRAW_DEPOSITE: creditorPartyCode, debitPartyCode, withdrawAmount, withdrawDescription\n"
|
||||
+ "\n" + "For AGENT_TRAN: amount, transactionMode, accountType, accountNo, description")
|
||||
public CommandProcessingResult create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
|
||||
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
|
||||
.createPartyTransaction() //
|
||||
.withJson(apiRequestBodyAsJson) //
|
||||
.build();
|
||||
return commandsSourceWritePlatformService.logCommandSource(commandRequest);
|
||||
}
|
||||
}
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user