140 lines
36 KiB
SQL
140 lines
36 KiB
SQL
-- currency symbols may not apply through command line on windows so use a different client like mysql workbench
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INSERT INTO `ref_loan_transaction_processing_strategy`
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(`id`,`code`,`name`)
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VALUES
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(1, 'mifos-standard-strategy', 'Mifos style'),
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(2, 'heavensfamily-strategy', 'Heavensfamily'),
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(3, 'creocore-strategy', 'Creocore'),
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(4, 'rbi-india-strategy', 'RBI (India)');
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INSERT INTO `ref_loan_status`
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(`id`,`display_name`)
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VALUES
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(100, 'Submitted and awaiting approval'),
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(200, 'Approved'),
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(300, 'Active'),
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(400, 'Withdrawn by client'),
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(500, 'Rejected'),
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(600, 'Closed'),
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(700, 'Overpaid');
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INSERT INTO `r_enum_value`
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VALUES
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('loan_status_id',100,'Submitted and awaiting approval','Submitted and awaiting approval'),
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('loan_status_id',200,'Approved','Approved'),('loan_status_id',300,'Active','Active'),
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('loan_status_id',400,'Withdrawn by client','Withdrawn by client'),
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('loan_status_id',500,'Rejected','Rejected'),
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('loan_status_id',600,'Closed','Closed'),
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('loan_status_id',700,'Overpaid','Overpaid'),
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('loan_transaction_strategy_id',1,'mifos-standard-strategy','Mifos style'),
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('loan_transaction_strategy_id',2,'heavensfamily-strategy','Heavensfamily'),
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('loan_transaction_strategy_id',3,'creocore-strategy','Creocore'),
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('loan_transaction_strategy_id',4,'rbi-india-strategy','RBI (India)');
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INSERT INTO `ref_currency`
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(`id`,`code`,`decimal_places`,`display_symbol`,`name`, `internationalized_name_code`)
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VALUES
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(1,'AED',2,NULL,'UAE Dirham','currency.AED'),
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(2,'AFN',2,NULL,'Afghanistan Afghani','currency.AFN'),
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(3,'ALL',2,NULL,'Albanian Lek','currency.ALL'),
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(4,'AMD',2,NULL,'Armenian Dram','currency.AMD'),
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(5,'ANG',2,NULL,'Netherlands Antillian Guilder','currency.ANG'),(6,'AOA',2,NULL,'Angolan Kwanza','currency.AOA'),
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(7,'ARS',2,NULL,'Argentine Peso','currency.ARS'),
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(8,'AUD',2,NULL,'Australian Dollar','currency.AUD'),(9,'AWG',2,NULL,'Aruban Guilder','currency.AWG'),
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(10,'AZM',2,NULL,'Azerbaijanian Manat','currency.AZM'),
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(11,'BAM',2,NULL,'Bosnia and Herzegovina Convertible Marks','currency.BAM'),
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(12,'BBD',2,NULL,'Barbados Dollar','currency.BBD'),
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(13,'BDT',2,NULL,'Bangladesh Taka','currency.BDT'),
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(14,'BGN',2,NULL,'Bulgarian Lev','currency.BGN'),(15,'BHD',3,NULL,'Bahraini Dinar','currency.BHD'),
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(16,'BIF',0,NULL,'Burundi Franc','currency.BIF'),
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(17,'BMD',2,NULL,'Bermudian Dollar','currency.BMD'),
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(18,'BND',2,'B$','Brunei Dollar','currency.BND'),
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(19,'BOB',2,NULL,'Bolivian Boliviano','currency.BOB'),(20,'BRL',2,NULL,'Brazilian Real','currency.BRL'),(21,'BSD',2,NULL,'Bahamian Dollar','currency.BSD'),(22,'BTN',2,NULL,'Bhutan Ngultrum','currency.BTN'),(23,'BWP',2,NULL,'Botswana Pula','currency.BWP'),(24,'BYR',0,NULL,'Belarussian Ruble','currency.BYR'),(25,'BZD',2,NULL,'Belize Dollar','currency.BZD'),(26,'CAD',2,NULL,'Canadian Dollar','currency.CAD'),
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(27,'CDF',2,NULL,'Franc Congolais','currency.CDF'),(28,'CHF',2,NULL,'Swiss Franc','currency.CHF'),(29,'CLP',0,NULL,'Chilean Peso','currency.CLP'),(30,'CNY',2,NULL,'Chinese Yuan Renminbi','currency.CNY'),(31,'COP',2,NULL,'Colombian Peso','currency.COP'),(32,'CRC',2,NULL,'Costa Rican Colon','currency.CRC'),(33,'CSD',2,NULL,'Serbian Dinar','currency.CSD'),(34,'CUP',2,NULL,'Cuban Peso','currency.CUP'),(35,'CVE',2,NULL,'Cape Verde Escudo','currency.CVE'),
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(36,'CYP',2,NULL,'Cyprus Pound','currency.CYP'),(37,'CZK',2,NULL,'Czech Koruna','currency.CZK'),(38,'DJF',0,NULL,'Djibouti Franc','currency.DJF'),(39,'DKK',2,NULL,'Danish Krone','currency.DKK'),(40,'DOP',2,NULL,'Dominican Peso','currency.DOP'),(41,'DZD',2,NULL,'Algerian Dinar','currency.DZD'),(42,'EEK',2,NULL,'Estonian Kroon','currency.EEK'),(43,'EGP',2,NULL,'Egyptian Pound','currency.EGP'),(44,'ERN',2,NULL,'Eritrea Nafka','currency.ERN'),(45,'ETB',2,NULL,'Ethiopian Birr','currency.ETB'),(46,'EUR',2,NULL,'euro','currency.EUR'),(47,'FJD',2,NULL,'Fiji Dollar','currency.FJD'),(48,'FKP',2,NULL,'Falkland Islands Pound','currency.FKP'),(49,'GBP',2,NULL,'Pound Sterling','currency.GBP'),(50,'GEL',2,NULL,'Georgian Lari','currency.GEL'),
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(51,'GHC',2,'GHc','Ghana Cedi','currency.GHC'),
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(52,'GIP',2,NULL,'Gibraltar Pound','currency.GIP'),(53,'GMD',2,NULL,'Gambian Dalasi','currency.GMD'),(54,'GNF',0,NULL,'Guinea Franc','currency.GNF'),(55,'GTQ',2,NULL,'Guatemala Quetzal','currency.GTQ'),(56,'GYD',2,NULL,'Guyana Dollar','currency.GYD'),(57,'HKD',2,NULL,'Hong Kong Dollar','currency.HKD'),(58,'HNL',2,NULL,'Honduras Lempira','currency.HNL'),(59,'HRK',2,NULL,'Croatian Kuna','currency.HRK'),(60,'HTG',2,NULL,'Haiti Gourde','currency.HTG'),(61,'HUF',2,NULL,'Hungarian Forint','currency.HUF'),(62,'IDR',2,NULL,'Indonesian Rupiah','currency.IDR'),(63,'ILS',2,NULL,'New Israeli Shekel','currency.ILS'),(64,'INR',2,NULL,'Indian Rupee','currency.INR'),(65,'IQD',3,NULL,'Iraqi Dinar','currency.IQD'),(66,'IRR',2,NULL,'Iranian Rial','currency.IRR'),(67,'ISK',0,NULL,'Iceland Krona','currency.ISK'),(68,'JMD',2,NULL,'Jamaican Dollar','currency.JMD'),(69,'JOD',3,NULL,'Jordanian Dinar','currency.JOD'),(70,'JPY',0,NULL,'Japanese Yen','currency.JPY'),
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(71,'KES',2,'KSh','Kenyan Shilling','currency.KES'),
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(72,'KGS',2,NULL,'Kyrgyzstan Som','currency.KGS'),(73,'KHR',2,NULL,'Cambodia Riel','currency.KHR'),(74,'KMF',0,NULL,'Comoro Franc','currency.KMF'),(75,'KPW',2,NULL,'North Korean Won','currency.KPW'),(76,'KRW',0,NULL,'Korean Won','currency.KRW'),(77,'KWD',3,NULL,'Kuwaiti Dinar','currency.KWD'),(78,'KYD',2,NULL,'Cayman Islands Dollar','currency.KYD'),(79,'KZT',2,NULL,'Kazakhstan Tenge','currency.KZT'),
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(80,'LAK',2,NULL,'Lao Kip','currency.LAK'),
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(81,'LBP',2,'L£','Lebanese Pound','currency.LBP'),
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(82,'LKR',2,NULL,'Sri Lanka Rupee','currency.LKR'),(83,'LRD',2,NULL,'Liberian Dollar','currency.LRD'),(84,'LSL',2,NULL,'Lesotho Loti','currency.LSL'),
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(85,'LTL',2,NULL,'Lithuanian Litas','currency.LTL'),(86,'LVL',2,NULL,'Latvian Lats','currency.LVL'),(87,'LYD',3,NULL,'Libyan Dinar','currency.LYD'),(88,'MAD',2,NULL,'Moroccan Dirham','currency.MAD'),(89,'MDL',2,NULL,'Moldovan Leu','currency.MDL'),(90,'MGA',2,NULL,'Malagasy Ariary','currency.MGA'),(91,'MKD',2,NULL,'Macedonian Denar','currency.MKD'),
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(92,'MMK',2,'K','Myanmar Kyat','currency.MMK'),
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(93,'MNT',2,NULL,'Mongolian Tugrik','currency.MNT'),(94,'MOP',2,NULL,'Macau Pataca','currency.MOP'),(95,'MRO',2,NULL,'Mauritania Ouguiya','currency.MRO'),(96,'MTL',2,NULL,'Maltese Lira','currency.MTL'),(97,'MUR',2,NULL,'Mauritius Rupee','currency.MUR'),(98,'MVR',2,NULL,'Maldives Rufiyaa','currency.MVR'),(99,'MWK',2,NULL,'Malawi Kwacha','currency.MWK'),(100,'MXN',2,NULL,'Mexican Peso','currency.MXN'),(101,'MYR',2,NULL,'Malaysian Ringgit','currency.MYR'),(102,'MZM',2,NULL,'Mozambique Metical','currency.MZM'),(103,'NAD',2,NULL,'Namibia Dollar','currency.NAD'),(104,'NGN',2,NULL,'Nigerian Naira','currency.NGN'),(105,'NIO',2,NULL,'Nicaragua Cordoba Oro','currency.NIO'),(106,'NOK',2,NULL,'Norwegian Krone','currency.NOK'),(107,'NPR',2,NULL,'Nepalese Rupee','currency.NPR'),(108,'NZD',2,NULL,'New Zealand Dollar','currency.NZD'),(109,'OMR',3,NULL,'Rial Omani','currency.OMR'),(110,'PAB',2,NULL,'Panama Balboa','currency.PAB'),(111,'PEN',2,NULL,'Peruvian Nuevo Sol','currency.PEN'),(112,'PGK',2,NULL,'Papua New Guinea Kina','currency.PGK'),(113,'PHP',2,NULL,'Philippine Peso','currency.PHP'),(114,'PKR',2,NULL,'Pakistan Rupee','currency.PKR'),(115,'PLN',2,NULL,'Polish Zloty','currency.PLN'),(116,'PYG',0,NULL,'Paraguayan Guarani','currency.PYG'),(117,'QAR',2,NULL,'Qatari Rial','currency.QAR'),
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(118,'RON',2,NULL,'Romanian Leu','currency.RON'),(119,'RUB',2,NULL,'Russian Ruble','currency.RUB'),(120,'RWF',0,NULL,'Rwanda Franc','currency.RWF'),(121,'SAR',2,NULL,'Saudi Riyal','currency.SAR'),(122,'SBD',2,NULL,'Solomon Islands Dollar','currency.SBD'),(123,'SCR',2,NULL,'Seychelles Rupee','currency.SCR'),(124,'SDD',2,NULL,'Sudanese Dinar','currency.SDD'),(125,'SEK',2,NULL,'Swedish Krona','currency.SEK'),(126,'SGD',2,NULL,'Singapore Dollar','currency.SGD'),(127,'SHP',2,NULL,'St Helena Pound','currency.SHP'),(128,'SIT',2,NULL,'Slovenian Tolar','currency.SIT'),(129,'SKK',2,NULL,'Slovak Koruna','currency.SKK'),(130,'SLL',2,NULL,'Sierra Leone Leone','currency.SLL'),(131,'SOS',2,NULL,'Somali Shilling','currency.SOS'),(132,'SRD',2,NULL,'Surinam Dollar','currency.SRD'),
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(133,'STD',2,NULL,'Sao Tome and Principe Dobra','currency.STD'),(134,'SVC',2,NULL,'El Salvador Colon','currency.SVC'),(135,'SYP',2,NULL,'Syrian Pound','currency.SYP'),(136,'SZL',2,NULL,'Swaziland Lilangeni','currency.SZL'),(137,'THB',2,NULL,'Thai Baht','currency.THB'),
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(138,'TJS',2,NULL,'Tajik Somoni','currency.TJS'),(139,'TMM',2,NULL,'Turkmenistan Manat','currency.TMM'),
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(140,'TND',3,'DT','Tunisian Dinar','currency.TND'),
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(141,'TOP',2,NULL,'Tonga Pa\'anga','currency.TOP'),(142,'TRY',2,NULL,'Turkish Lira','currency.TRY'),(143,'TTD',2,NULL,'Trinidad and Tobago Dollar','currency.TTD'),(144,'TWD',2,NULL,'New Taiwan Dollar','currency.TWD'),(145,'TZS',2,NULL,'Tanzanian Shilling','currency.TZS'),(146,'UAH',2,NULL,'Ukraine Hryvnia','currency.UAH'),(147,'UGX',2,'USh','Uganda Shilling','currency.UGX'),
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(148,'USD',2,'$','US Dollar','currency.USD'),
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(149,'UYU',2,NULL,'Peso Uruguayo','currency.UYU'),(150,'UZS',2,NULL,'Uzbekistan Sum','currency.UZS'),(151,'VEB',2,NULL,'Venezuelan Bolivar','currency.VEB'),(152,'VND',2,NULL,'Vietnamese Dong','currency.VND'),(153,'VUV',0,NULL,'Vanuatu Vatu','currency.VUV'),(154,'WST',2,NULL,'Samoa Tala','currency.WST'),(155,'XAF',0,NULL,'CFA Franc BEAC','currency.XAF'),(156,'XCD',2,NULL,'East Caribbean Dollar','currency.XCD'),
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(157,'XDR',5,NULL,'SDR (Special Drawing Rights)','currency.XDR'),
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(158,'XOF',0, 'CFA','CFA Franc BCEAO','currency.XOF'),
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(159,'XPF',0,NULL,'CFP Franc','currency.XPF'),
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(160,'YER',2,NULL,'Yemeni Rial','currency.YER'),
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(161,'ZAR',2, 'R','South African Rand','currency.ZAR'),
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(162,'ZMK',2,NULL,'Zambian Kwacha','currency.ZMK'),
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(163,'ZWD',2,NULL,'Zimbabwe Dollar','currency.ZWD');
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INSERT INTO `admin_permission` (`id`, `group_enum`, `code`, `default_description`, `default_name`)
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VALUES
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(1,1,'USER_ADMINISTRATION_SUPER_USER_ROLE','An application user will have permission to execute all tasks related to user administration.','User administration ALL'),
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(2,2,'ORGANISATION_ADMINISTRATION_SUPER_USER_ROLE','An application user will have permission to execute all tasks related to organisation administration.','Organisation adminsitration ALL'),
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(3,3,'PORTFOLIO_MANAGEMENT_SUPER_USER_ROLE','An application user will have permission to execute all tasks related to portfolio management.','Portfolio management ALL'),
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(4,4,'REPORTING_SUPER_USER_ROLE','An application user will have permission to execute and view all reports.','Reporting ALL'),
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(5,3,'CAN_SUBMIT_NEW_LOAN_APPLICATION_ROLE','Allows an application user to sumit new loan application.','Can submit new loan application'),
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(6,3,'CAN_SUBMIT_HISTORIC_LOAN_APPLICATION_ROLE','Allows an application user to sumit new loan application where the submitted on date is in the past.','Can submit historic loan application'),
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(7,3,'CAN_APPROVE_LOAN_ROLE','Allows an application user to approve a loan application.','Can approve loan application'),
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(8,3,'CAN_APPROVE_LOAN_IN_THE_PAST_ROLE','Allows an application user to approve a loan application where the approval date is in the past.','Can approve loan application in the past'),
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(9,3,'CAN_REJECT_LOAN_ROLE','Allows an application user to reject a loan application.','Can reject loan application'),
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(10,3,'CAN_REJECT_LOAN_IN_THE_PAST_ROLE','Allows an application user to reject a loan application where the rejected date is in the past.','Can reject loan application in the past'),
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(11,3,'CAN_WITHDRAW_LOAN_ROLE','Allows an application user to mark loan application as withdrawn by client.','Can withdraw loan application'),
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(12,3,'CAN_WITHDRAW_LOAN_IN_THE_PAST_ROLE','Allows an application user to mark loan application as withdrawn by client where the withdran on date is in the past.','Can withdraw loan application in the past'),
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(13,3,'CAN_DELETE_LOAN_THAT_IS_SUBMITTED_AND_NOT_APPROVED','Allows an application user to complete delete the loan application if it is submitted but not approved.','Can delete submitted loan application'),
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(14,3,'CAN_UNDO_LOAN_APPROVAL_ROLE','Allows an application user to undo a loan approval.','Can undo loan approval'),
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(15,3,'CAN_DISBURSE_LOAN_ROLE','Allows an application user to disburse a loan application.','Can disburse loan'),
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(16,3,'CAN_DISBURSE_LOAN_IN_THE_PAST_ROLE','Allows an application user to disburse a loan where the disbursement date is in the past.','Can disburse loan in the past'),
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(17,3,'CAN_UNDO_LOAN_DISBURSAL_ROLE','Allows an application user to undo a loan disbursal if not payments already made.','Can undo loan disbursal'),
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(18,3,'CAN_MAKE_LOAN_REPAYMENT_LOAN_ROLE','Allows an application user to enter a repayment on the loan.','Can enter a repayment against a loan'),
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(19,3,'CAN_MAKE_LOAN_REPAYMENT_IN_THE_PAST_ROLE','Allows an application user to enter a repayment on the loan where the repayment date is in the past.','Can enter a repayment against a loan in the past'),
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(20,3,'CAN_ENROLL_NEW_CLIENT_ROLE','Allows an application user to add a new client.','Can add a new client.');
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INSERT INTO `stretchy_parameter` VALUES (3,'FullReportList',NULL,'n/a','n/a','n/a','n/a','Y',NULL,NULL,'select r.report_id, r.report_name, r.report_type, r.report_subtype, r.report_category,\r\nrp.parameter_id, rp.report_parameter_name, p.parameter_name\r\nfrom stretchy_report r\r\nleft join stretchy_report_parameter rp on rp.report_id = r.report_id\r\nleft join stretchy_parameter p on p.parameter_id = rp.parameter_id\r\nwhere r.use_report is true\r\norder by r.report_name, rp.parameter_id'),(4,'FullParameterList',NULL,'n/a','n/a','n/a','n/a','Y',NULL,NULL,'select parameter_name, parameter_variable, parameter_label, parameter_displayType, parameter_FormatType, parameter_default, selectOne, selectAll\r\nfrom stretchy_parameter p\r\nwhere special is null\r\norder by parameter_id'),(5,'selectOfficeId','officeId','Office','select','number','0',NULL,'Y',NULL,'select id, \r\nconcat(substring(\"........................................\", 1, \r\n ((LENGTH(`hierarchy`) - LENGTH(REPLACE(`hierarchy`, \'.\', \'\')) - 1) * 4)), \r\n `name`) as tc\r\nfrom org_office\r\norder by hierarchy'),(6,'currencyIdSelectAll','currencyId','Currency','select','number','0',NULL,'Y','Y','select `code`, `name`\r\nfrom org_organisation_currency\r\norder by `code`'),(7,'currencyIdSelectOne','currencyId','Currency','select','number','0',NULL,'Y',NULL,'select `code`, `name`\r\nfrom org_organisation_currency\r\norder by `code`'),(10,'fundIdSelectAll','fundId','Fund','select','number','0',NULL,'Y','Y','(select id, `name`\r\nfrom org_fund\r\norder by `name`)\r\nunion all\r\n(select -10, \'-\')'),(80,'selectStartDate','startDate','startDate','date','date','today',NULL,NULL,NULL,NULL),(81,'selectEndDate','endDate','endDate','date','date','today',NULL,NULL,NULL,NULL),(82,'reportCategoryList',NULL,'n/a','n/a','n/a','n/a','Y',NULL,NULL,'select r.report_id, r.report_name, r.report_type, r.report_subtype, r.report_category,\r\nrp.parameter_id, rp.report_parameter_name, p.parameter_name\r\nfrom stretchy_report r\r\nleft join stretchy_report_parameter rp on rp.report_id = r.report_id\r\nleft join stretchy_parameter p on p.parameter_id = rp.parameter_id\r\nwhere r.report_category = \'${reportCategory}\'\r\nand r.use_report is true\r\norder by r.report_name, rp.parameter_id');
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INSERT INTO `stretchy_report` VALUES (29,'Client Listing','Table',NULL,'Client','select ounder.`name` as \"Office/Branch\", concat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\", \r\nc.joining_date as \"Joining Date\"\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\nwhere o.id = ${officeId}\r\nand c.is_deleted=0\r\norder by ounder.hierarchy','Simple sample screen report.\r\nNot really expected to be part of core reports.',0,1),(30,'Client Loans Listing','Table',NULL,'Client','select ounder.`name` as \"Office/Branch\", concat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\",c.joining_date as \"Joining Date\",\r\np.name as Loan, st.display_name as \"Status\", l.number_of_repayments as \"Expected No. Repayments\",\r\nl.annual_nominal_interest_rate as \" Annual Nominal Interest Rate\", \r\nifnull(cur.display_symbol, l.currency_code) as Currency, l.principal_amount,date( l.submittedon_date) as Submitted,\r\ndate(l.approvedon_date) Approved, l.expected_disbursedon_date As \"Expected Disbursal\",\r\ndate(l.expected_firstrepaymenton_date) as \"Expected First Repayment\",\r\ndate(l.expected_maturedon_date) \"Expected Maturity\",\r\ndate(l.disbursedon_date) as Disbursed, date(l.closedon_date) as Closed,\r\ndate(l.withdrawnon_date) as Withdrawn, date(l.rejectedon_date) as Rejected,\r\ndate(l.rescheduledon_date) Rescheduled, date(l.writtenoffon_date) \"Written Off\"\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\nleft join portfolio_loan l on l.client_id = c.id\r\nleft join portfolio_product_loan p on p.id = l.product_id\r\nleft join ref_loan_status st on st.id = l.loan_status_id\r\nleft join ref_currency cur on cur.code = l.currency_code\r\nwhere o.id = ${officeId}\r\norder by ounder.hierarchy, \"Name\" , l.id','Can be a basic core loan report.',1,1),(31,'Loans Awaiting Disbursal','Table',NULL,'Loan Portfolio','SELECT ounder.`name` as \"Office/Branch\", concat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\", \r\nl.id as \"Loan ID\", pl.`name` as \"Product\", \r\nifnull(cur.display_symbol, l.currency_code) as Currency, \r\nl.principal_amount as Principal, \r\ndate(l.approvedon_date) \"Approved\", l.expected_disbursedon_date \"Expected Disbursal\"\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\njoin portfolio_product_loan pl on pl.id = l.product_id\r\nleft join ref_currency cur on cur.code = l.currency_code\r\nwhere o.id = ${officeId}\r\nand l.loan_status_id = 200\r\norder by ounder.hierarchy, l.expected_disbursedon_date, \"Name\"',NULL,0,1),(32,'Upcoming Repayments','Table',NULL,'Loan Portfolio','SELECT r.duedate \"Due Date\", ounder.`name` as \"Office/Branch\", ifnull(cur.display_symbol, l.currency_code) as Currency, \r\nc.id as \"Client ID\",\r\nconcat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\", \r\nl.id as \"Loan ID\", pl.`name` as \"Product\", \r\n\r\n(select\r\n if(if(datediff(curdate(), min(r.duedate)) < 0, 0, datediff(curdate(), min(r.duedate))) > 90, \"High\", \r\n if (if(datediff(curdate(), min(r.duedate)) < 0, 0, datediff(curdate(), min(r.duedate))) > 30, \"Medium\", \r\n if (if(datediff(curdate(), min(r.duedate)) < 0, 0, datediff(curdate(), min(r.duedate))) = 0, \r\n if (min(r.installment) = 1, \"Low\", \"Very Low\"),\r\n if (min(r.installment), \"Medium\", \"Low\")))) \r\nfrom portfolio_loan lr\r\nleft join portfolio_loan_repayment_schedule r on r.loan_id = lr.id\r\n and r.completed_derived is false\r\nwhere lr.id = l.id) as \"Loan Risk\",\r\n\r\n r.installment as Installment, \r\n(r.principal_amount - ifnull(r.principal_completed_derived, 0)) as \"Principal Due\",\r\n(r.interest_amount - ifnull(r.interest_completed_derived, 0)) as \"Interest Due\" ,\r\n((r.principal_amount - ifnull(r.principal_completed_derived, 0)) +\r\n(r.interest_amount - ifnull(r.interest_completed_derived, 0))) as \"Total Due\"\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\njoin portfolio_product_loan pl on pl.id = l.product_id\r\njoin portfolio_loan_repayment_schedule r on r.loan_id = l.id\r\nleft join ref_currency cur on cur.code = l.currency_code\r\nwhere o.id = ${officeId}\r\nand (l.currency_code = \"${currencyId}\" or \"-1\" = \"${currencyId}\" )\r\nand l.loan_status_id = 300\r\nand r.duedate >= curdate()\r\norder by r.duedate, \"Name\"','Unlikely to be generally useful. Used as an example for Creocore',0,1),(34,'Loans - Active Loans Portfolio Status','Table',NULL,'Loan','select x.`Office/Branch`, x.Currency, x.`Name`, x.Loan, x.`Loan ID`, x.Disbursed, \r\nx.`Principal Outstanding`, x.`Interest Outstanding`, x.`Days Overdue`,\r\nx.`Principal Overdue`, x.`Interest Overdue`, \r\n\r\nif(x.`Days Overdue` > 90, \"High\", \r\n if (x.`Days Overdue` > 30, \"Medium\", \r\n if (`Days Overdue` = 0, \r\n if (`First Overdue Installment` = 1, \"Low\", \"Very Low\"),\r\n if (`First Overdue Installment` = 1, \"Medium\", \"Low\"))))\r\n\r\nas \"Loan Risk\", \r\nx.`First Overdue Installment`, x.`First Overdue Installment Date`\r\nfrom\r\n(select ounder.hierarchy, ounder.`name` as \"Office/Branch\", concat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\", p.`name` as Loan,\r\nl.id as \"Loan ID\", l.disbursedon_date as Disbursed, ifnull(cur.display_symbol, l.currency_code) as Currency,\r\nsum(r.principal_amount - ifnull(r.principal_completed_derived, 0)) as \"Principal Outstanding\",\r\nsum(r.interest_amount - ifnull(r.interest_completed_derived, 0)) as \"Interest Outstanding\",\r\nif(datediff(curdate(), min(duedate)) < 0, 0, datediff(curdate(), min(duedate))) as \"Days Overdue\", \r\nmin(installment) as \"First Overdue Installment\",\r\nmin(duedate) as \"First Overdue Installment Date\",\r\nsum(if(r.duedate <= curdate(), \r\n (r.principal_amount - ifnull(r.principal_completed_derived, 0))\r\n , 0)) as \"Principal Overdue\",\r\nsum(if(r.duedate <= curdate(), \r\n (r.interest_amount - ifnull(r.interest_completed_derived, 0))\r\n , 0)) as \"Interest Overdue\"\r\n\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\nleft join ref_currency cur on cur.code = l.currency_code\r\nleft join portfolio_product_loan p on p.id = l.product_id\r\nleft join portfolio_loan_repayment_schedule r on r.loan_id = l.id\r\n and r.completed_derived is false\r\nwhere o.id = ${officeId}\r\nand (l.currency_code = \"${currencyId}\" or \"-1\" = \"${currencyId}\")\r\nand l.loan_status_id = 300\r\ngroup by l.id) x\r\norder by x.hierarchy, x.Currency, x.`Name`, x.Loan, x.`Loan ID`',NULL,0,1),(35,'Portfolio at Risk','Table',NULL,'Loan Portfolio','select \r\nifnull(cur.display_symbol, l.currency_code) as Currency, \r\nsum(r.principal_amount - ifnull(r.principal_completed_derived, 0)) as \"Principal Outstanding\",\r\nsum(if(r.duedate <= curdate(), \r\n (r.principal_amount - ifnull(r.principal_completed_derived, 0))\r\n , 0)) as \"Principal Overdue\",\r\n \r\n cast(round(\r\n (sum(if(r.duedate <= curdate(), \r\n (r.principal_amount - ifnull(r.principal_completed_derived, 0))\r\n , 0)) * 100) / \r\n sum(r.principal_amount - ifnull(r.principal_completed_derived, 0))\r\n , 2) as char)\r\n as \"Portfolio at Risk %\"\r\n \r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\nleft join portfolio_product_loan p on p.id = l.product_id\r\nleft join portfolio_loan_repayment_schedule r on r.loan_id = l.id\r\n and r.completed_derived is false\r\nleft join ref_currency cur on cur.code = l.currency_code\r\n\r\nwhere o.id = ${officeId}\r\nand (l.currency_code = \"${currencyId}\" or \"-1\" = \"${currencyId}\")\r\nand l.loan_status_id = 300\r\ngroup by l.currency_code\r\norder by l.currency_code',NULL,0,1),(38,'Upcoming Repayments Summary - Month, Currency, Loan Risk','Table',NULL,'Loan Portfolio','SELECT DATE_FORMAT(r.duedate,\'%Y-%m\') \"Due Month\", ifnull(cur.display_symbol, l.currency_code) as Currency, \r\n\r\n(select\r\n if(if(datediff(curdate(), min(r.duedate)) < 0, 0, datediff(curdate(), min(r.duedate))) > 90, \"4 High\", \r\n if (if(datediff(curdate(), min(r.duedate)) < 0, 0, datediff(curdate(), min(r.duedate))) > 30, \"3 Medium\", \r\n if (if(datediff(curdate(), min(r.duedate)) < 0, 0, datediff(curdate(), min(r.duedate))) = 0, \r\n if (min(r.installment) = 1, \"Low\", \"1 Very Low\"),\r\n if (min(r.installment), \"3 Medium\", \"2 Low\")))) \r\nfrom portfolio_loan lr\r\nleft join portfolio_loan_repayment_schedule r on r.loan_id = lr.id\r\n and r.completed_derived is false\r\nwhere lr.id = l.id) as \"Loan Risk\",\r\n\r\nsum(r.principal_amount - ifnull(r.principal_completed_derived, 0)) as \"Principal Due\",\r\nsum(r.interest_amount - ifnull(r.interest_completed_derived, 0)) as \"Interest Due\",\r\n\r\n(sum(r.principal_amount - ifnull(r.principal_completed_derived, 0)) +\r\nsum(r.interest_amount - ifnull(r.interest_completed_derived, 0))) as \"Total Due\"\r\n\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\njoin portfolio_loan_repayment_schedule r on r.loan_id = l.id\r\nleft join ref_currency cur on cur.code = l.currency_code\r\nwhere o.id = ${officeId}\r\nand (l.currency_code = \"${currencyId}\" or \"-1\" = \"${currencyId}\" )\r\nand l.loan_status_id = 300\r\nand r.duedate >= curdate()\r\ngroup by `Due Month`, `Currency`, `Loan Risk`\r\norder by `Due Month`, `Loan Risk`',NULL,0,1),(39,'Loan Disbursals in Previous Year','Chart','Bar','Loan Portfolio','select prevYr.startMonth as \"Disbursed Month\", ifnull(monthlyDisb.disbursed,0) as Disbursed\r\nfrom\r\n(SELECT DATE_FORMAT(@startDate := date_add(@startDate, interval 1 Month),\'%Y-%m\') as startMonth\r\nFROM rpt_sequence s, (SELECT @startDate := date_add(curdate(), interval -13 Month)) d\r\nWHERE s.id <= 13) prevYr\r\nleft join \r\n(select DATE_FORMAT(lt.transaction_date,\'%Y-%m\') as txnMonth, sum(lt.amount) as disbursed\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\njoin portfolio_loan_transaction lt on lt.loan_id = l.id\r\nwhere o.id = ${officeId}\r\nand l.currency_code = \"${currencyId}\"\r\nand lt.transaction_type_enum = 1\r\ngroup by `txnMonth`) monthlyDisb on monthlyDisb.txnMonth = prevYr.startMonth',NULL,0,1),(40,'Loan Repayments in Previous Year','Chart','Bar','Loan Portfolio','select prevYr.startMonth as \"Repayment Month\", ifnull(monthlyR.repaid,0) as Repaid\r\nfrom\r\n(SELECT DATE_FORMAT(@startDate := date_add(@startDate, interval 1 Month),\'%Y-%m\') as startMonth\r\nFROM rpt_sequence s, (SELECT @startDate := date_add(curdate(), interval -13 Month)) d\r\nWHERE s.id <= 13) prevYr\r\nleft join \r\n(select DATE_FORMAT(lt.transaction_date,\'%Y-%m\') as txnMonth, sum(lt.amount) as repaid\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\njoin portfolio_loan_transaction lt on lt.loan_id = l.id\r\nwhere o.id = ${officeId}\r\nand l.currency_code = \"${currencyId}\"\r\nand lt.transaction_type_enum = 2 and lt.contra_id is null\r\ngroup by `txnMonth`) monthlyR on monthlyR.txnMonth = prevYr.startMonth\r\norder by prevYr.startMonth',NULL,0,1),(41,'Clients by Surname (a bit silly)','Chart','Pie','Client','select c.lastname, count(*) as thecount\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\nwhere o.id = ${officeId}\r\nand c.is_deleted=0\r\ngroup by c.lastname',NULL,0,1),(42,'Client Listing - Additional and Unlikely','Table',NULL,'Client','select ounder.`name` as \"Office/Branch\", concat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\", \r\na1.`Ethnic Group`, a1.`Ethnic Group Other`, a1.`Household Location`, a1. `Household Location Other`,\r\na1.Religion, a1.`Religion Other`, a1.`Knowledge of Person`, a1.Gender, a1.whois,\r\na2.`Fathers Favourite Team`, a2.`Mothers Favourite Team`, a2.`Fathers DOB`, a2.`Mothers DOB`,\r\na2.`Fathers Education`, a2.`Mothers Education`, a2.`Number of Children`,\r\na2.`Favourite Town`, a2.`Closing Comments`, a2.`Annual Family Income`\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\nleft join `portfolio_client_extra_Additional Information` a1 on a1.id = c.id\r\nleft join `portfolio_client_extra_Highly Improbable Info` a2 on a2.id = c.id\r\nwhere o.id = ${officeId}\r\nand c.is_deleted=0\r\norder by ounder.hierarchy',NULL,0,1),(43,'Client Loans Listing - Additional','Table',NULL,'Client','select ounder.`name` as \"Office/Branch\", concat(c.lastname, if(c.firstname > \"\", concat(\", \", c.firstname), \"\")) as \"Name\",\r\np.name as Loan, st.display_name as \"Status\", \r\nl.annual_nominal_interest_rate as \" Annual Nominal Interest Rate\", \r\nifnull(cur.display_symbol, l.currency_code) as Currency, l.principal_amount,\r\nl1.`Business Location`, l1.`Business Location Other`, l1.`Business` as \"Business Type\", \r\nl1.`Business Description`, l1.`Business Title`\r\nfrom org_office o \r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\nleft join portfolio_loan l on l.client_id = c.id\r\nleft join `portfolio_loan_extra_Additional Information` l1 on l1.id = l.id\r\nleft join portfolio_product_loan p on p.id = l.product_id\r\nleft join ref_loan_status st on st.id = l.loan_status_id\r\nleft join ref_currency cur on cur.code = l.currency_code\r\nwhere o.id = ${officeId}\r\norder by ounder.hierarchy, \"Name\" , l.id',NULL,0,1),(44,'Client Listing (Pentaho)','Pentaho',NULL,'Client',NULL,'Just a sample Pentaho report. \r\nNot production quality',0,1),(45,'Funds Disbursed Summary - Currency','Table',NULL,'Fund','select ifnull(f.`name`, \'-\') as Fund, ifnull(cur.display_symbol, l.currency_code) as Currency, round(sum(l.principal_amount), 4) as disbursed_amount\r\nfrom portfolio_loan l\r\njoin ref_currency cur on cur.`code` = l.currency_code\r\nleft join org_fund f on f.id = l.fund_id\r\nwhere disbursedon_date between \'${startDate}\' and \'${endDate}\'\r\nand (ifnull(l.fund_id, -10) = ${fundId} or -1 = ${fundId})\r\nand (l.currency_code = \'${currencyId}\' or \'-1\' = \'${currencyId}\')\r\ngroup by ifnull(f.`name`, \'-\') , ifnull(cur.display_symbol, l.currency_code)\r\norder by ifnull(f.`name`, \'-\') , ifnull(cur.display_symbol, l.currency_code)',NULL,0,1),(46,'Funds Disbursed Summary - Office, Currency','Table',NULL,'Fund','select ounder.`name` as \"Office/Branch\", ifnull(f.`name`, \'-\') as Fund, ifnull(cur.display_symbol, l.currency_code) as Currency, round(sum(l.principal_amount), 4) as disbursed_amount\r\nfrom org_office o\r\njoin org_office ounder on ounder.hierarchy like concat(o.hierarchy, \'%\')\r\njoin portfolio_client c on c.office_id = ounder.id\r\njoin portfolio_loan l on l.client_id = c.id\r\njoin ref_currency cur on cur.`code` = l.currency_code\r\nleft join org_fund f on f.id = l.fund_id\r\nwhere disbursedon_date between \'${startDate}\' and \'${endDate}\'\r\nand o.id = ${officeId}\r\nand (ifnull(l.fund_id, -10) = ${fundId} or -1 = ${fundId})\r\nand (l.currency_code = \'${currencyId}\' or \'-1\' = \'${currencyId}\')\r\ngroup by ounder.`name`, ifnull(f.`name`, \'-\') , ifnull(cur.display_symbol, l.currency_code)\r\norder by ounder.`name`, ifnull(f.`name`, \'-\') , ifnull(cur.display_symbol, l.currency_code)',NULL,0,1);
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INSERT INTO `stretchy_report_parameter` VALUES (29,5,NULL),(30,5,NULL),(31,5,NULL),(32,5,NULL),(32,6,NULL),(34,5,NULL),(34,6,NULL),(35,5,NULL),(35,6,NULL),(38,5,NULL),(38,6,NULL),(39,5,NULL),(39,7,NULL),(40,5,NULL),(40,7,NULL),(41,5,NULL),(42,5,NULL),(43,5,NULL),(44,5,'officeId'),(45,6,NULL),(45,10,NULL),(45,80,NULL),(45,81,NULL),(46,5,NULL),(46,6,NULL),(46,10,NULL),(46,80,NULL),(46,81,NULL);
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INSERT INTO `rpt_sequence` (`id`) VALUES (1),(2),(3),(4),(5),(6),(7),(8),(9),(10),(11),(12),(13),(14),(15),(16),(17),(18),(19),(20),(21),(22),(23),(24),(25),(26),(27),(28),(29),(30),(31),(32),(33),(34),(35),(36),(37),(38),(39),(40),(41),(42),(43),(44),(45),(46),(47),(48),(49),(50),(51),(52),(53),(54),(55),(56),(57),(58),(59),(60),(61),(62),(63),(64),(65),(66),(67),(68),(69),(70),(71),(72),(73),(74),(75),(76),(77),(78),(79),(80),(81),(82),(83),(84),(85),(86),(87),(88),(89),(90),(91),(92),(93),(94),(95),(96),(97),(98),(99),(100),(101),(102),(103),(104),(105),(106),(107),(108),(109),(110),(111),(112),(113),(114),(115),(116),(117),(118),(119),(120),(121),(122),(123),(124),(125),(126),(127),(128),(129),(130),(131),(132),(133),(134),(135),(136),(137),(138),(139),(140),(141),(142),(143),(144),(145),(146),(147),(148),(149),(150),(151),(152),(153),(154),(155),(156),(157),(158),(159),(160),(161),(162),(163),(164),(165),(166),(167),(168),(169),(170),(171),(172),(173),(174),(175),(176),(177),(178),(179),(180),(181),(182),(183),(184),(185),(186),(187),(188),(189),(190),(191),(192),(193),(194),(195),(196),(197),(198),(199),(200),(201),(202),(203),(204),(205),(206),(207),(208),(209),(210),(211),(212),(213),(214),(215),(216),(217),(218),(219),(220),(221),(222),(223),(224),(225),(226),(227),(228),(229),(230),(231),(232),(233),(234),(235),(236),(237),(238),(239),(240),(241),(242),(243),(244),(245),(246),(247),(248),(249),(250),(251),(252),(253),(254),(255),(256),(257),(258),(259),(260),(261),(262),(263),(264),(265),(266),(267),(268),(269),(270),(271),(272),(273),(274),(275),(276),(277),(278),(279),(280),(281),(282),(283),(284),(285),(286),(287),(288),(289),(290),(291),(292),(293),(294),(295),(296),(297),(298),(299),(300),(301),(302),(303),(304),(305),(306),(307),(308),(309),(310),(311),(312),(313),(314),(315),(316),(317),(318),(319),(320),(321),(322),(323),(324),(325),(326),(327),(328),(329),(330),(331),(332),(333),(334),(335),(336),(337),(338),(339),(340),(341),(342),(343),(344),(345),(346),(347),(348),(349),(350),(351),(352),(353),(354),(355),(356),(357),(358),(359),(360),(361),(362),(363),(364),(365),(366),(367),(368),(369),(370),(371),(372),(373),(374),(375),(376),(377),(378),(379),(380),(381),(382),(383),(384),(385),(386),(387),(388),(389),(390),(391),(392),(393),(394),(395),(396),(397),(398),(399),(400),(401),(402),(403),(404),(405),(406),(407),(408),(409),(410),(411),(412),(413),(414),(415),(416),(417),(418),(419),(420),(421),(422),(423),(424),(425),(426),(427),(428),(429),(430),(431),(432),(433),(434),(435),(436),(437),(438),(439),(440),(441),(442),(443),(444),(445),(446),(447),(448),(449),(450),(451),(452),(453),(454),(455),(456),(457),(458),(459),(460),(461),(462),(463),(464),(465),(466),(467),(468),(469),(470),(471),(472),(473),(474),(475),(476),(477),(478),(479),(480),(481),(482);
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INSERT INTO `admin_role` (`id`, `name`, `description`, `createdby_id`, `created_date`, `lastmodified_date`, `lastmodifiedby_id`)
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VALUES
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(1,'Super user','This role provides all application permissions.',NULL,NULL,NULL,NULL);
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INSERT INTO `admin_role_permission` (`role_id`, `permission_id`)
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VALUES
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(1,1),(1,2),(1,3),(1,4);
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INSERT INTO `org_office` (`id`, `parent_id`, `hierarchy`, `external_id`, `name`, `opening_date`, `createdby_id`, `created_date`, `lastmodified_date`, `lastmodifiedby_id`)
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VALUES
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(1,NULL,'.','1','Head Office','2009-01-01',NULL,NULL,'2012-07-13 17:04:20',1);
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INSERT INTO `admin_appuser` (`id`, `office_id`, `username`, `firstname`, `lastname`, `password`, `email`,
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`firsttime_login_remaining`, `nonexpired`, `nonlocked`, `nonexpired_credentials`, `enabled`,
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`createdby_id`, `created_date`, `lastmodified_date`, `lastmodifiedby_id`)
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VALUES
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(1,1,'mifos','App','Administrator','5787039480429368bf94732aacc771cd0a3ea02bcf504ffe1185ab94213bc63a','demomfi@mifos.org','\0','','','','',NULL,NULL,NULL,NULL);
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INSERT INTO `admin_appuser_role` (`appuser_id`, `role_id`) VALUES (1,1);
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INSERT INTO `org_organisation_currency` (`id`, `code`, `decimal_places`, `name`, `display_symbol`, `internationalized_name_code`, `createdby_id`, `created_date`, `lastmodified_date`, `lastmodifiedby_id`)
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VALUES
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(21,'USD',2,'US Dollar','$','currency.USD',1,'2012-05-01 22:43:02','2012-05-01 22:43:02',1); |