[
https://issues.apache.org/jira/browse/FINERACT-627?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=16689219#comment-16689219
]
ASF GitHub Bot commented on FINERACT-627:
-----------------------------------------
ShruthiRajaram closed pull request #471: FINERACT-627 back dated client transfer
URL: https://github.com/apache/fineract/pull/471
This is a PR merged from a forked repository.
As GitHub hides the original diff on merge, it is displayed below for
the sake of provenance:
As this is a foreign pull request (from a fork), the diff is supplied
below (as it won't show otherwise due to GitHub magic):
diff --git a/api-docs/apiLive.htm b/api-docs/apiLive.htm
index c182e6588..00751bc2c 100644
--- a/api-docs/apiLive.htm
+++ b/api-docs/apiLive.htm
@@ -5761,7 +5761,7 @@ <h4>Update Default Savings Account</h4>
<div class="method-section">
<div class="method-description">
<h4>Propose a Client Transfer</h4>
- <p>Allows you to propose the transfer of a <i>Client</i> to a
different <i>Office</i>.</p>
+ <p>Allows you to propose the transfer of a <i>Client</i> to a
different <i>Office</i> on a specific date, if loan or savings transaction not
present from proposed transfer date to current date.</p>
</div>
<div class="method-example">
<code class="method-declaration">POST https://Domain
Name/api/v1/clients/{clientId}?command=proposeTransfer</code>
@@ -5769,6 +5769,7 @@ <h4>Propose a Client Transfer</h4>
Content-Type: application/json
Request Body:
{
+ "transferDate":"28 August 2018",
"destinationOfficeId":"2",
"note":"Client Relocating to Bangalore"
}
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/api/ClientsApiResource.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/api/ClientsApiResource.java
index fc8904907..f4f14b206 100644
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/api/ClientsApiResource.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/api/ClientsApiResource.java
@@ -21,6 +21,7 @@
import java.io.InputStream;
import java.util.Arrays;
import java.util.Collection;
+import java.util.Date;
import java.util.HashSet;
import java.util.List;
import java.util.Set;
@@ -62,6 +63,7 @@
import
org.apache.fineract.portfolio.loanaccount.guarantor.service.GuarantorReadPlatformService;
import org.apache.fineract.portfolio.savings.data.SavingsAccountData;
import
org.apache.fineract.portfolio.savings.service.SavingsAccountReadPlatformService;
+import org.joda.time.LocalDate;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.context.annotation.Scope;
import org.springframework.stereotype.Component;
@@ -95,10 +97,11 @@ public ClientsApiResource(final PlatformSecurityContext
context, final ClientRea
final AccountDetailsReadPlatformService
accountDetailsReadPlatformService,
final SavingsAccountReadPlatformService
savingsAccountReadPlatformService,
final BulkImportWorkbookPopulatorService
bulkImportWorkbookPopulatorService,
- final BulkImportWorkbookService bulkImportWorkbookService, final
GuarantorReadPlatformService guarantorReadPlatformService) {
- this.context = context;
- this.clientReadPlatformService = readPlatformService;
- this.toApiJsonSerializer = toApiJsonSerializer;
+ final BulkImportWorkbookService
bulkImportWorkbookService,
+ final GuarantorReadPlatformService
guarantorReadPlatformService) {
+ this.context = context;
+ this.clientReadPlatformService = readPlatformService;
+ this.toApiJsonSerializer = toApiJsonSerializer;
this.clientAccountSummaryToApiJsonSerializer =
clientAccountSummaryToApiJsonSerializer;
this.apiRequestParameterHelper = apiRequestParameterHelper;
this.commandsSourceWritePlatformService =
commandsSourceWritePlatformService;
@@ -361,4 +364,16 @@ public String
retrieveObligeeDetails(@PathParam("clientId") final Long clientId,
return this.toApiJsonSerializer.serialize(ObligeeList);
}
+ @Path("{clientId}/transferproposaldate")
+ @Consumes({ MediaType.APPLICATION_JSON })
+ @Produces({ MediaType.APPLICATION_JSON })
+ public String retrieveTransferTemplate(@PathParam("clientId") final
Long clientId, @Context final UriInfo uriInfo) {
+
+
this.context.authenticatedUser().validateHasReadPermission(ClientApiConstants.CLIENT_RESOURCE_NAME);
+ final Date transferDate =
this.clientReadPlatformService.retrieveClientTransferProposalDate(clientId);
+ if (transferDate != null) {
+ return this.toApiJsonSerializer.serialize(new
LocalDate(transferDate));
+ }
+ return this.toApiJsonSerializer.serialize(transferDate);
+ }
}
\ No newline at end of file
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformService.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformService.java
index fc9f72f8c..b9461deaa 100644
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformService.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformService.java
@@ -19,6 +19,7 @@
package org.apache.fineract.portfolio.client.service;
import java.util.Collection;
+import java.util.Date;
import org.apache.fineract.infrastructure.core.service.Page;
import org.apache.fineract.infrastructure.core.service.SearchParameters;
@@ -45,4 +46,12 @@
Collection<ClientData> retrieveActiveClientMembersOfCenter(final Long
centerId);
ClientData retrieveAllNarrations(String clientNarrations);
+
+ Date retrieveClientTransferProposalDate(Long clientId);
+
+ Date retrieveClientTransferProposalDateByLoan(Long clientId);
+
+ Date retrieveClientTransferProposalDateBySavings(Long clientId);
+
+ void validateClient(Long clientId);
}
\ No newline at end of file
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformServiceImpl.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformServiceImpl.java
index 9d1babd8a..43968d8d3 100644
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformServiceImpl.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/client/service/ClientReadPlatformServiceImpl.java
@@ -9,6 +9,7 @@
*
* 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
@@ -23,6 +24,7 @@
import java.util.ArrayList;
import java.util.Arrays;
import java.util.Collection;
+import java.util.Date;
import java.util.List;
import org.apache.commons.lang.StringUtils;
@@ -59,7 +61,11 @@
import org.apache.fineract.portfolio.client.domain.LegalForm;
import org.apache.fineract.portfolio.client.exception.ClientNotFoundException;
import org.apache.fineract.portfolio.group.data.GroupGeneralData;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanStatus;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanTransactionType;
+import org.apache.fineract.portfolio.savings.SavingsAccountTransactionType;
import org.apache.fineract.portfolio.savings.data.SavingsProductData;
+import org.apache.fineract.portfolio.savings.domain.SavingsAccountStatusType;
import
org.apache.fineract.portfolio.savings.service.SavingsProductReadPlatformService;
import org.apache.fineract.useradministration.domain.AppUser;
import org.joda.time.LocalDate;
@@ -100,8 +106,8 @@ public ClientReadPlatformServiceImpl(final
PlatformSecurityContext context, fina
final AddressReadPlatformService addressReadPlatformService,final
ClientFamilyMembersReadPlatformService clientFamilyMembersReadPlatformService,
final ConfigurationReadPlatformService
configurationReadPlatformService,
final EntityDatatableChecksReadService
entityDatatableChecksReadService,
- final ColumnValidator columnValidator) {
- this.context = context;
+ final ColumnValidator columnValidator) {
+ this.context = context;
this.officeReadPlatformService = officeReadPlatformService;
this.jdbcTemplate = new JdbcTemplate(dataSource);
this.staffReadPlatformService = staffReadPlatformService;
@@ -112,7 +118,7 @@ public ClientReadPlatformServiceImpl(final
PlatformSecurityContext context, fina
this.configurationReadPlatformService=configurationReadPlatformService;
this.entityDatatableChecksReadService =
entityDatatableChecksReadService;
this.columnValidator = columnValidator;
- }
+ }
@Override
public ClientData retrieveTemplate(final Long officeId, final boolean
staffInSelectedOfficeOnly) {
@@ -816,5 +822,50 @@ public ClientData retrieveAllNarrations(final String
clientNarrations) {
return ClientData.template(null, null, null, null, narrations, null,
null, clientTypeOptions, clientClassificationOptions,
clientNonPersonConstitutionOptions,
clientNonPersonMainBusinessLineOptions, clientLegalFormOptions,null,null,null,
null);
}
+
+ @Override
+ public Date retrieveClientTransferProposalDateByLoan(Long clientId) {
+ try {
+ String sql = "SELECT t.transaction_date FROM m_client
c LEFT JOIN m_loan loan ON c.id = loan.client_id AND c.id = ? AND
loan.loan_status_id = ? LEFT JOIN m_loan_transaction t ON loan.id = t.loan_id
AND t.transaction_type_enum = ? ORDER BY t.id DESC LIMIT 1";
+ return this.jdbcTemplate.queryForObject(sql,
Date.class, clientId,
+
LoanStatus.TRANSFER_IN_PROGRESS.getValue(),
LoanTransactionType.INITIATE_TRANSFER.getValue());
+ } catch (final EmptyResultDataAccessException e) {
+ return null;
+
+ }
+ }
+
+ @Override
+ public Date retrieveClientTransferProposalDateBySavings(Long clientId) {
+ try {
+ String sql = "SELECT t.transaction_date FROM m_client c
LEFT JOIN m_savings_account savings ON c.id = savings.client_id AND c.id = ?
AND savings.status_enum = ? LEFT JOIN m_savings_account_transaction t ON
savings.id = t.savings_account_id AND t.transaction_type_enum = ? ORDER BY t.id
DESC LIMIT 1";
+ return this.jdbcTemplate.queryForObject(sql,
Date.class, clientId,
+
SavingsAccountStatusType.TRANSFER_IN_PROGRESS.getValue(),
+
SavingsAccountTransactionType.INITIATE_TRANSFER.getValue());
+ } catch (final EmptyResultDataAccessException e) {
+ return null;
+
+ }
+ }
+
+ @Override
+ public Date retrieveClientTransferProposalDate(Long clientId) {
+ validateClient(clientId);
+ Date transferDateForLoan =
retrieveClientTransferProposalDateByLoan(clientId);
+ if (transferDateForLoan == null) {
+ transferDateForLoan =
retrieveClientTransferProposalDateBySavings(clientId);
+ }
+ return transferDateForLoan;
+ }
+
+ @Override
+ public void validateClient(Long clientId) {
+ try {
+ final String sql = "SELECT cl.id FROM m_client cl WHERE
cl.id =? ";
+ this.jdbcTemplate.queryForObject(sql, Long.class,
clientId);
+ } catch (final EmptyResultDataAccessException e) {
+ throw new ClientNotFoundException(clientId);
+ }
+ }
}
\ No newline at end of file
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/loanaccount/service/LoanWritePlatformServiceJpaRepositoryImpl.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/loanaccount/service/LoanWritePlatformServiceJpaRepositoryImpl.java
index b6eed1918..411974ee5 100755
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/loanaccount/service/LoanWritePlatformServiceJpaRepositoryImpl.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/loanaccount/service/LoanWritePlatformServiceJpaRepositoryImpl.java
@@ -19,7 +19,17 @@
package org.apache.fineract.portfolio.loanaccount.service;
import java.math.BigDecimal;
-import java.util.*;
+import java.util.ArrayList;
+import java.util.Arrays;
+import java.util.Collection;
+import java.util.Date;
+import java.util.HashMap;
+import java.util.HashSet;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Locale;
+import java.util.Map;
+import java.util.Set;
import org.apache.commons.lang.StringUtils;
import
org.apache.fineract.accounting.journalentry.service.JournalEntryWritePlatformService;
@@ -57,22 +67,44 @@
import org.apache.fineract.portfolio.account.PortfolioAccountType;
import org.apache.fineract.portfolio.account.data.AccountTransferDTO;
import org.apache.fineract.portfolio.account.data.PortfolioAccountData;
-import org.apache.fineract.portfolio.account.domain.*;
+import org.apache.fineract.portfolio.account.domain.AccountAssociationType;
+import org.apache.fineract.portfolio.account.domain.AccountAssociations;
+import
org.apache.fineract.portfolio.account.domain.AccountAssociationsRepository;
+import
org.apache.fineract.portfolio.account.domain.AccountTransferDetailRepository;
+import org.apache.fineract.portfolio.account.domain.AccountTransferDetails;
+import
org.apache.fineract.portfolio.account.domain.AccountTransferRecurrenceType;
+import org.apache.fineract.portfolio.account.domain.AccountTransferRepository;
+import
org.apache.fineract.portfolio.account.domain.AccountTransferStandingInstruction;
+import org.apache.fineract.portfolio.account.domain.AccountTransferTransaction;
+import org.apache.fineract.portfolio.account.domain.AccountTransferType;
+import
org.apache.fineract.portfolio.account.domain.StandingInstructionPriority;
+import org.apache.fineract.portfolio.account.domain.StandingInstructionStatus;
+import org.apache.fineract.portfolio.account.domain.StandingInstructionType;
import
org.apache.fineract.portfolio.account.service.AccountAssociationsReadPlatformService;
import
org.apache.fineract.portfolio.account.service.AccountTransfersReadPlatformService;
import
org.apache.fineract.portfolio.account.service.AccountTransfersWritePlatformService;
import org.apache.fineract.portfolio.accountdetails.domain.AccountType;
-import org.apache.fineract.portfolio.calendar.domain.*;
import org.apache.fineract.portfolio.calendar.domain.Calendar;
+import org.apache.fineract.portfolio.calendar.domain.CalendarEntityType;
+import org.apache.fineract.portfolio.calendar.domain.CalendarInstance;
+import
org.apache.fineract.portfolio.calendar.domain.CalendarInstanceRepository;
+import org.apache.fineract.portfolio.calendar.domain.CalendarRepository;
+import org.apache.fineract.portfolio.calendar.domain.CalendarType;
import
org.apache.fineract.portfolio.calendar.exception.CalendarParameterUpdateNotSupportedException;
import org.apache.fineract.portfolio.charge.domain.Charge;
import org.apache.fineract.portfolio.charge.domain.ChargePaymentMode;
import org.apache.fineract.portfolio.charge.domain.ChargeRepositoryWrapper;
-import org.apache.fineract.portfolio.charge.exception.*;
+import
org.apache.fineract.portfolio.charge.exception.ChargeCannotBeUpdatedException;
+import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeAddedException;
+import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeDeletedException;
import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeDeletedException.LOAN_CHARGE_CANNOT_BE_DELETED_REASON;
+import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBePayedException;
import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBePayedException.LOAN_CHARGE_CANNOT_BE_PAYED_REASON;
+import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeUpdatedException;
import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeUpdatedException.LOAN_CHARGE_CANNOT_BE_UPDATED_REASON;
+import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeWaivedException;
import
org.apache.fineract.portfolio.charge.exception.LoanChargeCannotBeWaivedException.LOAN_CHARGE_CANNOT_BE_WAIVED_REASON;
+import
org.apache.fineract.portfolio.charge.exception.LoanChargeNotFoundException;
import org.apache.fineract.portfolio.client.domain.Client;
import org.apache.fineract.portfolio.client.exception.ClientNotActiveException;
import
org.apache.fineract.portfolio.collectionsheet.command.CollectionSheetBulkDisbursalCommand;
@@ -87,9 +119,44 @@
import org.apache.fineract.portfolio.group.exception.GroupNotActiveException;
import org.apache.fineract.portfolio.loanaccount.api.LoanApiConstants;
import org.apache.fineract.portfolio.loanaccount.command.LoanUpdateCommand;
-import org.apache.fineract.portfolio.loanaccount.data.*;
-import org.apache.fineract.portfolio.loanaccount.domain.*;
-import org.apache.fineract.portfolio.loanaccount.exception.*;
+import org.apache.fineract.portfolio.loanaccount.data.HolidayDetailDTO;
+import org.apache.fineract.portfolio.loanaccount.data.LoanChargeData;
+import org.apache.fineract.portfolio.loanaccount.data.LoanChargePaidByData;
+import
org.apache.fineract.portfolio.loanaccount.data.LoanInstallmentChargeData;
+import org.apache.fineract.portfolio.loanaccount.data.ScheduleGeneratorDTO;
+import
org.apache.fineract.portfolio.loanaccount.domain.ChangedTransactionDetail;
+import
org.apache.fineract.portfolio.loanaccount.domain.DefaultLoanLifecycleStateMachine;
+import org.apache.fineract.portfolio.loanaccount.domain.Loan;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanAccountDomainService;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanCharge;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanChargeRepository;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanDisbursementDetails;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanEvent;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanInstallmentCharge;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanInterestRecalcualtionAdditionalDetails;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanLifecycleStateMachine;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanOverdueInstallmentCharge;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanRepaymentScheduleInstallment;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanRepaymentScheduleInstallmentRepository;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanRepaymentScheduleTransactionProcessorFactory;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanRepositoryWrapper;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanStatus;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanSubStatus;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanSummaryWrapper;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanTrancheDisbursementCharge;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanTransaction;
+import
org.apache.fineract.portfolio.loanaccount.domain.LoanTransactionRepository;
+import org.apache.fineract.portfolio.loanaccount.domain.LoanTransactionType;
+import
org.apache.fineract.portfolio.loanaccount.exception.DateMismatchException;
+import
org.apache.fineract.portfolio.loanaccount.exception.ExceedingTrancheCountException;
+import
org.apache.fineract.portfolio.loanaccount.exception.InvalidPaidInAdvanceAmountException;
+import
org.apache.fineract.portfolio.loanaccount.exception.LoanDisbursalException;
+import
org.apache.fineract.portfolio.loanaccount.exception.LoanForeclosureException;
+import
org.apache.fineract.portfolio.loanaccount.exception.LoanMultiDisbursementException;
+import
org.apache.fineract.portfolio.loanaccount.exception.LoanOfficerAssignmentException;
+import
org.apache.fineract.portfolio.loanaccount.exception.LoanOfficerUnassignmentException;
+import
org.apache.fineract.portfolio.loanaccount.exception.LoanTransactionNotFoundException;
+import
org.apache.fineract.portfolio.loanaccount.exception.MultiDisbursementDataRequiredException;
import
org.apache.fineract.portfolio.loanaccount.guarantor.service.GuarantorDomainService;
import
org.apache.fineract.portfolio.loanaccount.loanschedule.data.OverdueLoanScheduleData;
import
org.apache.fineract.portfolio.loanaccount.loanschedule.domain.DefaultScheduledDateGenerator;
@@ -111,6 +178,7 @@
import
org.apache.fineract.portfolio.paymentdetail.service.PaymentDetailWritePlatformService;
import org.apache.fineract.portfolio.savings.domain.SavingsAccount;
import
org.apache.fineract.portfolio.savings.exception.InsufficientAccountBalanceException;
+import org.apache.fineract.portfolio.transfer.api.TransferApiConstants;
import org.apache.fineract.useradministration.domain.AppUser;
import org.joda.time.LocalDate;
import org.joda.time.format.DateTimeFormat;
@@ -1792,12 +1860,14 @@ public LoanTransaction initiateLoanTransfer(final Loan
loan, final LocalDate tra
AppUser currentUser = getAppUserIfPresent();
this.loanAssembler.setHelpers(loan);
checkClientOrGroupActive(loan);
+ validateTransactionsForTransfer(loan, transferDate);
+
this.businessEventNotifierService.notifyBusinessEventToBeExecuted(BUSINESS_EVENTS.LOAN_INITIATE_TRANSFER,
constructEntityMap(BUSINESS_ENTITY.LOAN, loan));
final List<Long> existingTransactionIds = new
ArrayList<>(loan.findExistingTransactionIds());
final List<Long> existingReversedTransactionIds = new
ArrayList<>(loan.findExistingReversedTransactionIds());
-
+
final LoanTransaction newTransferTransaction =
LoanTransaction.initiateTransfer(loan.getOffice(), loan, transferDate,
DateUtils.getLocalDateTimeOfTenant(), currentUser);
loan.addLoanTransaction(newTransferTransaction);
@@ -2942,4 +3012,19 @@ private void
syncExpectedDateWithActualDisbursementDate(final Loan loan, LocalDa
}
}
+
+ private void validateTransactionsForTransfer(final Loan loan, final
LocalDate transferDate) {
+
+ for (LoanTransaction transaction : loan.getLoanTransactions()) {
+ if
((transaction.getTransactionDate().isEqual(transferDate)
+ &&
transaction.getCreatedDateTime().isEqual(transferDate.toDateTimeAtStartOfDay().toLocalDateTime()))
+ ||
transaction.getTransactionDate().isAfter(transferDate)) {
+ throw new
GeneralPlatformDomainRuleException(TransferApiConstants.transferClientLoanException,
+
TransferApiConstants.transferClientLoanExceptionMessage,
transaction.getCreatedDateTime().toLocalDate(),
+ transferDate);
+ }
+
+ }
+
+ }
}
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/domain/SavingsAccountTransaction.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/domain/SavingsAccountTransaction.java
index cf5ae0354..2f25e602a 100644
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/domain/SavingsAccountTransaction.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/domain/SavingsAccountTransaction.java
@@ -111,7 +111,7 @@
@Column(name = "created_date", nullable = false)
private Date createdDate;
- @ManyToOne
+ @ManyToOne
@JoinColumn(name = "appuser_id", nullable = true)
private AppUser appUser;
@@ -790,5 +790,9 @@ public Long getReleaseIdOfHoldAmountTransaction() {
public boolean isAmountOnHoldNotReleased() {
return (isAmountOnHold() &&
getReleaseIdOfHoldAmountTransaction() == null);
- }
+ }
+
+ public Date getCreatedDate() {
+ return createdDate;
+ }
}
\ No newline at end of file
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/SavingsAccountWritePlatformServiceJpaRepositoryImpl.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/SavingsAccountWritePlatformServiceJpaRepositoryImpl.java
index 1e7d782ba..b421330b9 100755
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/SavingsAccountWritePlatformServiceJpaRepositoryImpl.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/SavingsAccountWritePlatformServiceJpaRepositoryImpl.java
@@ -18,11 +18,25 @@
*/
package org.apache.fineract.portfolio.savings.service;
-import static org.apache.fineract.portfolio.savings.SavingsApiConstants.*;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.SAVINGS_ACCOUNT_CHARGE_RESOURCE_NAME;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.SAVINGS_ACCOUNT_RESOURCE_NAME;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.amountParamName;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.chargeIdParamName;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.dueAsOfDateParamName;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.withHoldTaxParamName;
+import static
org.apache.fineract.portfolio.savings.SavingsApiConstants.withdrawBalanceParamName;
import java.math.BigDecimal;
import java.math.MathContext;
-import java.util.*;
+import java.util.ArrayList;
+import java.util.Collection;
+import java.util.HashMap;
+import java.util.HashSet;
+import java.util.LinkedHashMap;
+import java.util.List;
+import java.util.Locale;
+import java.util.Map;
+import java.util.Set;
import org.apache.commons.lang.StringUtils;
import
org.apache.fineract.accounting.journalentry.service.JournalEntryWritePlatformService;
@@ -32,6 +46,7 @@
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
import
org.apache.fineract.infrastructure.core.data.CommandProcessingResultBuilder;
import org.apache.fineract.infrastructure.core.data.DataValidatorBuilder;
+import
org.apache.fineract.infrastructure.core.exception.GeneralPlatformDomainRuleException;
import
org.apache.fineract.infrastructure.core.exception.PlatformApiDataValidationException;
import
org.apache.fineract.infrastructure.core.exception.PlatformServiceUnavailableException;
import org.apache.fineract.infrastructure.core.service.DateUtils;
@@ -40,7 +55,11 @@
import
org.apache.fineract.infrastructure.dataqueries.service.EntityDatatableChecksWritePlatformService;
import
org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
import
org.apache.fineract.organisation.holiday.domain.HolidayRepositoryWrapper;
-import org.apache.fineract.organisation.monetary.domain.*;
+import org.apache.fineract.organisation.monetary.domain.ApplicationCurrency;
+import
org.apache.fineract.organisation.monetary.domain.ApplicationCurrencyRepositoryWrapper;
+import org.apache.fineract.organisation.monetary.domain.MonetaryCurrency;
+import org.apache.fineract.organisation.monetary.domain.Money;
+import org.apache.fineract.organisation.monetary.domain.MoneyHelper;
import org.apache.fineract.organisation.office.domain.Office;
import org.apache.fineract.organisation.staff.domain.Staff;
import org.apache.fineract.organisation.staff.domain.StaffRepositoryWrapper;
@@ -72,12 +91,30 @@
import org.apache.fineract.portfolio.savings.data.SavingsAccountDataValidator;
import org.apache.fineract.portfolio.savings.data.SavingsAccountTransactionDTO;
import
org.apache.fineract.portfolio.savings.data.SavingsAccountTransactionDataValidator;
-import org.apache.fineract.portfolio.savings.domain.*;
-import org.apache.fineract.portfolio.savings.exception.*;
+import
org.apache.fineract.portfolio.savings.domain.DepositAccountOnHoldTransaction;
+import
org.apache.fineract.portfolio.savings.domain.DepositAccountOnHoldTransactionRepository;
+import org.apache.fineract.portfolio.savings.domain.SavingsAccount;
+import org.apache.fineract.portfolio.savings.domain.SavingsAccountAssembler;
+import org.apache.fineract.portfolio.savings.domain.SavingsAccountCharge;
+import
org.apache.fineract.portfolio.savings.domain.SavingsAccountChargeRepositoryWrapper;
+import
org.apache.fineract.portfolio.savings.domain.SavingsAccountDomainService;
+import
org.apache.fineract.portfolio.savings.domain.SavingsAccountRepositoryWrapper;
+import org.apache.fineract.portfolio.savings.domain.SavingsAccountStatusType;
+import org.apache.fineract.portfolio.savings.domain.SavingsAccountTransaction;
+import
org.apache.fineract.portfolio.savings.domain.SavingsAccountTransactionRepository;
+import
org.apache.fineract.portfolio.savings.exception.PostInterestAsOnDateException;
import
org.apache.fineract.portfolio.savings.exception.PostInterestAsOnDateException.PostInterestAsOnException_TYPE;
+import
org.apache.fineract.portfolio.savings.exception.PostInterestClosingDateException;
+import
org.apache.fineract.portfolio.savings.exception.SavingsAccountClosingNotAllowedException;
+import
org.apache.fineract.portfolio.savings.exception.SavingsAccountTransactionNotFoundException;
+import
org.apache.fineract.portfolio.savings.exception.SavingsOfficerAssignmentException;
+import
org.apache.fineract.portfolio.savings.exception.SavingsOfficerUnassignmentException;
+import
org.apache.fineract.portfolio.savings.exception.TransactionUpdateNotAllowedException;
+import org.apache.fineract.portfolio.transfer.api.TransferApiConstants;
import org.apache.fineract.useradministration.domain.AppUser;
import org.apache.fineract.useradministration.domain.AppUserRepositoryWrapper;
import org.joda.time.LocalDate;
+import org.joda.time.LocalDateTime;
import org.joda.time.format.DateTimeFormat;
import org.joda.time.format.DateTimeFormatter;
import org.springframework.beans.factory.annotation.Autowired;
@@ -720,6 +757,9 @@ public SavingsAccountTransaction
initiateSavingsTransfer(final SavingsAccount sa
final boolean isSavingsInterestPostingAtCurrentPeriodEnd =
this.configurationDomainService
.isSavingsInterestPostingAtCurrentPeriodEnd();
+
+ validateTransactionsForTransfer(savingsAccount, transferDate);
+
final Integer financialYearBeginningMonth =
this.configurationDomainService.retrieveFinancialYearBeginningMonth();
this.savingAccountAssembler.setHelpers(savingsAccount);
final Set<Long> existingTransactionIds = new HashSet<>();
@@ -1497,4 +1537,19 @@ public CommandProcessingResult unblockDebits(final Long
savingsId) {
return new
CommandProcessingResultBuilder().withEntityId(savingsId).withOfficeId(account.officeId())
.withClientId(account.clientId()).withGroupId(account.groupId()).withSavingsId(savingsId).with(changes).build();
}
+
+ private void validateTransactionsForTransfer(final SavingsAccount
savingsAccount, final LocalDate transferDate) {
+
+ for (SavingsAccountTransaction transaction :
savingsAccount.getTransactions()) {
+ if
((transaction.getTransactionLocalDate().isEqual(transferDate)
+ &&
transaction.getTransactionLocalDate().isAfter(new LocalDate(transferDate)))
+ ||
transaction.getTransactionLocalDate().isAfter(transferDate)) {
+ throw new
GeneralPlatformDomainRuleException(TransferApiConstants.transferClientSavingsException,
+
TransferApiConstants.transferClientSavingsException, new
LocalDate(transaction.getCreatedDate()),
+ transferDate);
+ }
+
+ }
+
+ }
}
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/api/TransferApiConstants.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/api/TransferApiConstants.java
index 0135f0055..37519e92e 100644
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/api/TransferApiConstants.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/api/TransferApiConstants.java
@@ -18,24 +18,26 @@
*/
package org.apache.fineract.portfolio.transfer.api;
-import java.util.Arrays;
-import java.util.HashSet;
-import java.util.Set;
-
public class TransferApiConstants {
- // general
- public static final String localeParamName = "locale";
- public static final String dateFormatParamName = "dateFormat";
-
- // request parameters
- public static final String idParamName = "id";
- public static final String destinationGroupIdParamName =
"destinationGroupId";
- public static final String clients = "clients";
- public static final String inheritDestinationGroupLoanOfficer =
"inheritDestinationGroupLoanOfficer";
- public static final String newStaffIdParamName = "staffId";
- public static final String transferActiveLoans = "transferActiveLoans";
- public static final String destinationOfficeIdParamName =
"destinationOfficeId";
- public static final String note = "note";
+ // general
+ public static final String localeParamName = "locale";
+ public static final String dateFormatParamName = "dateFormat";
+ // request parameters
+ public static final String idParamName = "id";
+ public static final String destinationGroupIdParamName =
"destinationGroupId";
+ public static final String clients = "clients";
+ public static final String inheritDestinationGroupLoanOfficer =
"inheritDestinationGroupLoanOfficer";
+ public static final String newStaffIdParamName = "staffId";
+ public static final String transferActiveLoans = "transferActiveLoans";
+ public static final String destinationOfficeIdParamName =
"destinationOfficeId";
+ public static final String note = "note";
+ public static final String transferDate = "transferDate";
+ public static final String transferClientLoanException =
"error.msg.caanot.transfer.client.as.loan.transaction.present.on.or.after.transfer.date";
+ public static final String transferClientLoanExceptionMessage = "error
msg caanot transfer client as loan transaction present on or after transfer
date";
+ public static final String transferClientSavingsException =
"error.msg.caanot.transfer.client.as.savings.transaction.present.on.or.after.transfer.date";
+ public static final String transferClientSavingsExceptionMessage =
"error msg caanot transfer client as savings transaction present on or after
transfer date";
+ public static final String transferClientToSameOfficeException =
"error.msg.cannot.transfer.clinet.as.selected.office.and.current.office.are.same";
+ public static final String transferClientToSameOfficeExceptionMessage =
"error.msg.cannot.transfer.clinet.as.selected.office.and.current.office.are.same";
}
\ No newline at end of file
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/data/TransfersDataValidator.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/data/TransfersDataValidator.java
index 273e87a08..b769212a3 100644
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/data/TransfersDataValidator.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/data/TransfersDataValidator.java
@@ -35,6 +35,7 @@
import org.apache.fineract.portfolio.client.api.ClientApiConstants;
import org.apache.fineract.portfolio.group.api.GroupingTypesApiConstants;
import org.apache.fineract.portfolio.transfer.api.TransferApiConstants;
+import org.joda.time.LocalDate;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Component;
@@ -54,7 +55,7 @@
private static final Set<String>
PROPOSE_CLIENT_TRANSFER_DATA_PARAMETERS = new HashSet<>(
Arrays.asList(TransferApiConstants.localeParamName,
TransferApiConstants.dateFormatParamName,
TransferApiConstants.destinationOfficeIdParamName,
TransferApiConstants.transferActiveLoans,
- TransferApiConstants.note));
+ TransferApiConstants.note,
TransferApiConstants.transferDate));
private static final Set<String> ACCEPT_CLIENT_TRANSFER_DATA_PARAMETERS
= new HashSet<>(
Arrays.asList(TransferApiConstants.newStaffIdParamName,
TransferApiConstants.destinationGroupIdParamName,
@@ -132,7 +133,7 @@ public void validateForProposeClientTransfer(final String
json) {
.extractLongNamed(TransferApiConstants.destinationOfficeIdParamName, element);
baseDataValidator.reset().parameter(TransferApiConstants.destinationOfficeIdParamName).value(destinationOfficeId).notNull()
.integerGreaterThanZero();
-
+
validateNote(baseDataValidator, element);
throwExceptionIfValidationWarningsExist(dataValidationErrors);
diff --git
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/service/TransferWritePlatformServiceJpaRepositoryImpl.java
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/service/TransferWritePlatformServiceJpaRepositoryImpl.java
index d037c1612..b464dba9b 100755
---
a/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/service/TransferWritePlatformServiceJpaRepositoryImpl.java
+++
b/fineract-provider/src/main/java/org/apache/fineract/portfolio/transfer/service/TransferWritePlatformServiceJpaRepositoryImpl.java
@@ -20,13 +20,12 @@
import java.util.ArrayList;
import java.util.Date;
-import java.util.HashMap;
import java.util.List;
-import java.util.Map;
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.GeneralPlatformDomainRuleException;
import org.apache.fineract.infrastructure.core.service.DateUtils;
import org.apache.fineract.organisation.office.domain.Office;
import org.apache.fineract.organisation.office.domain.OfficeRepositoryWrapper;
@@ -42,7 +41,6 @@
import org.apache.fineract.portfolio.client.domain.ClientRepositoryWrapper;
import org.apache.fineract.portfolio.client.domain.ClientStatus;
import
org.apache.fineract.portfolio.client.exception.ClientHasBeenClosedException;
-import
org.apache.fineract.portfolio.common.BusinessEventNotificationConstants.BUSINESS_ENTITY;
import org.apache.fineract.portfolio.group.domain.Group;
import org.apache.fineract.portfolio.group.domain.GroupRepositoryWrapper;
import org.apache.fineract.portfolio.group.exception.ClientNotInGroupException;
@@ -60,6 +58,7 @@
import
org.apache.fineract.portfolio.transfer.exception.ClientNotAwaitingTransferApprovalOrOnHoldException;
import
org.apache.fineract.portfolio.transfer.exception.TransferNotSupportedException;
import
org.apache.fineract.portfolio.transfer.exception.TransferNotSupportedException.TRANSFER_NOT_SUPPORTED_REASON;
+import org.joda.time.LocalDate;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
@@ -295,8 +294,13 @@ public CommandProcessingResult proposeClientTransfer(final
Long clientId, final
final Long destinationOfficeId =
jsonCommand.longValueOfParameterNamed(TransferApiConstants.destinationOfficeIdParamName);
final Office office =
this.officeRepository.findOneWithNotFoundDetection(destinationOfficeId);
final Client client =
this.clientRepositoryWrapper.findOneWithNotFoundDetection(clientId);
- handleClientTransferLifecycleEvent(client, office,
TransferEventType.PROPOSAL, jsonCommand);
- this.clientRepositoryWrapper.save(client);
+ if (client.getOffice().getId().equals(destinationOfficeId)) {
+ throw new
GeneralPlatformDomainRuleException(TransferApiConstants.transferClientToSameOfficeException,
+
TransferApiConstants.transferClientToSameOfficeExceptionMessage,
office.getName());
+
+ }
+ handleClientTransferLifecycleEvent(client, office,
TransferEventType.PROPOSAL, jsonCommand);
+ this.clientRepositoryWrapper.save(client);
return new CommandProcessingResultBuilder() //
.withClientId(clientId) //
.withEntityId(clientId) //
@@ -369,6 +373,7 @@ private void handleClientTransferLifecycleEvent(final
Client client, final Offic
Group destinationGroup = null;
final Long staffId =
jsonCommand.longValueOfParameterNamed(TransferApiConstants.newStaffIdParamName);
final Long destinationGroupId =
jsonCommand.longValueOfParameterNamed(TransferApiConstants.destinationGroupIdParamName);
+ final LocalDate transferDate =
jsonCommand.localDateValueOfParameterNamed(TransferApiConstants.transferDate);
if (staffId != null) {
staff =
this.staffRepositoryWrapper.findByOfficeHierarchyWithNotFoundDetection(staffId,
destinationOffice.getHierarchy());
}
@@ -387,17 +392,17 @@ private void handleClientTransferLifecycleEvent(final
Client client, final Offic
if (loan.isDisbursed() && !loan.isClosed()) {
switch (transferEventType) {
case ACCEPTANCE:
-
this.loanWritePlatformService.acceptLoanTransfer(loan,
DateUtils.getLocalDateOfTenant(),
+
this.loanWritePlatformService.acceptLoanTransfer(loan,
loan.getLastUserTransactionDate(),
destinationOffice, staff);
break;
case PROPOSAL:
-
this.loanWritePlatformService.initiateLoanTransfer(loan,
DateUtils.getLocalDateOfTenant());
+
this.loanWritePlatformService.initiateLoanTransfer(loan, transferDate);
break;
case REJECTION:
this.loanWritePlatformService.rejectLoanTransfer(loan);
break;
case WITHDRAWAL:
-
this.loanWritePlatformService.withdrawLoanTransfer(loan,
DateUtils.getLocalDateOfTenant());
+
this.loanWritePlatformService.withdrawLoanTransfer(loan,
loan.getLastUserTransactionDate());
}
}
}
@@ -411,18 +416,18 @@ private void handleClientTransferLifecycleEvent(final
Client client, final Offic
switch (transferEventType) {
case ACCEPTANCE:
this.savingsAccountWritePlatformService.acceptSavingsTransfer(savingsAccount,
- DateUtils.getLocalDateOfTenant(),
destinationOffice, staff);
+
savingsAccount.retrieveLastTransactionDate(), destinationOffice, staff);
break;
case PROPOSAL:
this.savingsAccountWritePlatformService.initiateSavingsTransfer(savingsAccount,
- DateUtils.getLocalDateOfTenant());
+ transferDate);
break;
case REJECTION:
this.savingsAccountWritePlatformService.rejectSavingsTransfer(savingsAccount);
break;
case WITHDRAWAL:
this.savingsAccountWritePlatformService.withdrawSavingsTransfer(savingsAccount,
- DateUtils.getLocalDateOfTenant());
+
savingsAccount.retrieveLastTransactionDate());
}
}
}
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> ADDING TRANSFER DATE WHEN A CLIENT IS TRANSFERED FROM ONE BRANCH TO ANOTHER
> ---------------------------------------------------------------------------
>
> Key: FINERACT-627
> URL: https://issues.apache.org/jira/browse/FINERACT-627
> Project: Apache Fineract
> Issue Type: New Feature
> Components: Client
> Affects Versions: 1.1.0
> Environment: Ubuntu 16
> Reporter: Jimmy Jubha Mayala
> Assignee: Shruthi M R
> Priority: Major
> Labels: easyfix, gsoc, p2
> Fix For: 1.2.0
>
>
> We need this feature in Mifosx. The current scenario is, when you want to
> transfer a client from one branch to another you do not need to choose which
> date the transfer was made, Mifos x picks the current date of the transfer.
> so for us we find it to be a big need to have a place to select a date when
> we are transferring a client from one branch to another. simply because most
> of the time our clients transfer are done with back dates. This helps put a
> real record concerning a client transfer.
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