Merge branch 'fiter/fb/dev' of https://github.com/fiterlatam/fineract…

…-template into fix/FBR-367
fiterlatam · Nov 10, 2023 · 6c2bd62 · 6c2bd62
2 parents 7dba3dc + 2e79a2e
commit 6c2bd62
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diff --git a/...ider/src/main/java/org/apache/fineract/organisation/prequalification/data/ClientData.java b/...ider/src/main/java/org/apache/fineract/organisation/prequalification/data/ClientData.java
@@ -41,4 +41,6 @@ public class ClientData {
     private String clientCategorization;
     private String clientArea;
     private String recreditCategorization;
+    private Boolean president;
+    private Integer buroCheckStatus;
 }
diff --git a/...anisation/prequalification/service/PrequalificationChecklistWritePlatformServiceImpl.java b/...anisation/prequalification/service/PrequalificationChecklistWritePlatformServiceImpl.java
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_11.sql b/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_11.sql
@@ -0,0 +1,76 @@
+--
+-- Licensed to the Apache Software Foundation (ASF) under one
+-- or more contributor license agreements. See the NOTICE file
+-- distributed with this work for additional information
+-- regarding copyright ownership. The ASF licenses this file
+-- to you under the Apache License, Version 2.0 (the
+-- "License"); you may not use this file except in compliance
+-- with the License. You may obtain a copy of the License at
+--
+-- http://www.apache.org/licenses/LICENSE-2.0
+--
+-- 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.
+--
+
+-- liquibase formatted sql
+-- changeset fineract:1
+-- MySQL dump 10.13  Distrib 5.1.60, for Win32 (ia32)
+--
+-- Host: localhost    Database: fineract_default
+-- ------------------------------------------------------
+-- Server version	5.1.60-community
+
+/*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
+/*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
+/*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
+/*!40101 SET NAMES UTF8MB4 */;
+/*!40103 SET @OLD_TIME_ZONE=@@TIME_ZONE */;
+/*!40103 SET TIME_ZONE='+00:00' */;
+/*!40014 SET @OLD_UNIQUE_CHECKS=@@UNIQUE_CHECKS, UNIQUE_CHECKS=0 */;
+/*!40014 SET @OLD_FOREIGN_KEY_CHECKS=@@FOREIGN_KEY_CHECKS, FOREIGN_KEY_CHECKS=0 */;
+/*!40101 SET @OLD_SQL_MODE=@@SQL_MODE, SQL_MODE='NO_AUTO_VALUE_ON_ZERO' */;
+/*!40111 SET @OLD_SQL_NOTES=@@SQL_NOTES, SQL_NOTES=0 */;
+
+-- External Credit History Policy Check --
+INSERT INTO stretchy_report (report_name,report_type,report_category,report_sql,description,core_report,use_report,self_service_user_report)
+VALUES ("President of the Board of Directors of the BC Policy Check", "Table", "Prequalification",
+"SELECT
+   prequalification_details.recreditCategorization,
+   CASE
+       WHEN (${loanProductId} = 2) AND ('${buroCheckClassification}' = 'A') THEN 'GREEN'
+       WHEN (${loanProductId} = 2) AND ('${buroCheckClassification}' = 'B') THEN 'GREEN'
+       WHEN (${loanProductId} = 2) AND ('${buroCheckClassification}' = 'C') THEN 'YELLOW'
+       WHEN (${loanProductId} = 2) AND ('${buroCheckClassification}' = 'D') THEN 'ORANGE'
+
+       WHEN (${loanProductId} = 9) AND ('${buroCheckClassification}' = 'A') THEN 'GREEN'
+       WHEN (${loanProductId} = 9) AND ('${buroCheckClassification}' = 'B') THEN 'GREEN'
+       WHEN (${loanProductId} = 9) AND ('${buroCheckClassification}' = 'C') THEN 'YELLOW'
+       WHEN (${loanProductId} = 9) AND ('${buroCheckClassification}' = 'D') THEN 'ORANGE'
+
+       WHEN (${loanProductId} = 8) AND ('${buroCheckClassification}' = 'A') THEN 'GREEN'
+       WHEN (${loanProductId} = 8) AND ('${buroCheckClassification}' = 'B') THEN 'GREEN'
+       WHEN (${loanProductId} = 8) AND ('${buroCheckClassification}' = 'C') THEN 'YELLOW'
+       WHEN (${loanProductId} = 8) AND ('${buroCheckClassification}' = 'D') THEN 'ORANGE'
+
+       WHEN (${loanProductId} = 4) AND ('${buroCheckClassification}' = 'A') THEN 'GREEN'
+       WHEN (${loanProductId} = 4) AND ('${buroCheckClassification}' = 'B') THEN 'GREEN'
+       WHEN (${loanProductId} = 4) AND ('${buroCheckClassification}' = 'C') THEN 'YELLOW'
+       WHEN (${loanProductId} = 4) AND ('${buroCheckClassification}' = 'D') THEN 'ORANGE'
+
+       WHEN (${loanProductId} = 5) AND ('${buroCheckClassification}' = 'A') THEN 'GREEN'
+       WHEN (${loanProductId} = 5) AND ('${buroCheckClassification}' = 'B') THEN 'GREEN'
+       WHEN (${loanProductId} = 5) AND ('${buroCheckClassification}' = 'C') THEN 'YELLOW'
+       WHEN (${loanProductId} = 5) AND ('${buroCheckClassification}' = 'D') THEN 'ORANGE'
+   END AS color
+   FROM m_prequalification_group mpg
+   INNER JOIN (
+       SELECT p.id AS prequalification_id,
+       (CASE WHEN p.previous_prequalification IS NOT NULL THEN 'RECREDITO' ELSE 'NUEVO' END) AS recreditCategorization
+       FROM m_prequalification_group p
+   ) prequalification_details ON prequalification_details.prequalification_id = mpg.id
+   WHERE mpg.id = ${prequalificationId}", "President of the Board of Directors of the BC Policy Check", 0, 0, 0);
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_17.sql b/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_17.sql
@@ -0,0 +1,64 @@
+--
+-- 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.
+--
+
+-- liquibase formatted sql
+-- changeset fineract:1
+-- MySQL dump 10.13  Distrib 5.1.60, for Win32 (ia32)
+--
+-- Host: localhost    Database: fineract_default
+-- ------------------------------------------------------
+-- Server version	5.1.60-community
+
+/*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
+/*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
+/*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
+/*!40101 SET NAMES UTF8MB4 */;
+/*!40103 SET @OLD_TIME_ZONE=@@TIME_ZONE */;
+/*!40103 SET TIME_ZONE='+00:00' */;
+/*!40014 SET @OLD_UNIQUE_CHECKS=@@UNIQUE_CHECKS, UNIQUE_CHECKS=0 */;
+/*!40014 SET @OLD_FOREIGN_KEY_CHECKS=@@FOREIGN_KEY_CHECKS, FOREIGN_KEY_CHECKS=0 */;
+/*!40101 SET @OLD_SQL_MODE=@@SQL_MODE, SQL_MODE='NO_AUTO_VALUE_ON_ZERO' */;
+/*!40111 SET @OLD_SQL_NOTES=@@SQL_NOTES, SQL_NOTES=0 */;
+
+-- Percentage of members of the same group who they can have parallel product --
+INSERT INTO stretchy_report (report_name,report_type,report_category,report_sql,description,core_report,use_report,self_service_user_report)
+VALUES ("Percentage of members of the same group who they can have parallel product Policy Check", "Table", "Prequalification",
+"SELECT
+ COALESCE(prequalification_details.percentage, 0) AS percentage,
+ CASE
+     WHEN (${loanProductId} = 7) AND ((COALESCE(prequalification_details.percentage, 0)) <= 50) THEN 'GREEN'
+ END AS color
+ FROM m_prequalification_group pg
+ INNER JOIN (
+     SELECT
+     mpg.id AS prequalification_id, ((COUNT(DISTINCT details.client_id) * 100) / (${numberOfMembers})) AS percentage
+     FROM m_prequalification_group mpg
+     LEFT JOIN (
+         SELECT mpg.id AS prequalification_id, mc.id AS client_id
+         FROM m_prequalification_group mpg
+         LEFT JOIN m_prequalification_group_members mpgm ON mpgm.group_id = mpg.id
+         LEFT JOIN m_client mc ON mc.dpi = mpgm.dpi
+         LEFT JOIN m_loan ml ON ml.client_id = mc.id
+         WHERE ml.loan_status_id = 300 AND ml.product_id = ${loanProductId}
+         GROUP BY ml.id, mpg.id
+     ) details ON details.prequalification_id = mpg.id
+     WHERE mpg.id = ${prequalificationId}
+     GROUP BY mpg.id
+ ) prequalification_details ON prequalification_details.prequalification_id = pg.id
+ WHERE pg.id = ${prequalificationId}", "Percentage of members of the same group who they can have parallel product Policy Check", 0, 0, 0);
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_18.sql b/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_18.sql
@@ -0,0 +1,55 @@
+--
+-- 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.
+--
+
+-- liquibase formatted sql
+-- changeset fineract:1
+-- MySQL dump 10.13  Distrib 5.1.60, for Win32 (ia32)
+--
+-- Host: localhost    Database: fineract_default
+-- ------------------------------------------------------
+-- Server version	5.1.60-community
+
+/*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
+/*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
+/*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
+/*!40101 SET NAMES UTF8MB4 */;
+/*!40103 SET @OLD_TIME_ZONE=@@TIME_ZONE */;
+/*!40103 SET TIME_ZONE='+00:00' */;
+/*!40014 SET @OLD_UNIQUE_CHECKS=@@UNIQUE_CHECKS, UNIQUE_CHECKS=0 */;
+/*!40014 SET @OLD_FOREIGN_KEY_CHECKS=@@FOREIGN_KEY_CHECKS, FOREIGN_KEY_CHECKS=0 */;
+/*!40101 SET @OLD_SQL_MODE=@@SQL_MODE, SQL_MODE='NO_AUTO_VALUE_ON_ZERO' */;
+/*!40111 SET @OLD_SQL_NOTES=@@SQL_NOTES, SQL_NOTES=0 */;
+
+-- Nationality --
+INSERT INTO stretchy_report (report_name,report_type,report_category,report_sql,description,core_report,use_report,self_service_user_report)
+VALUES ("Gender Policy Check", "Table", "Prequalification",
+"SELECT mc.id,
+ client_details.client_gender,
+  CASE
+      WHEN (${loanProductId} = 6) AND ('${recreditCategorization}' = 'NUEVO') AND ('MUJER' = UPPER(COALESCE(client_details.client_gender, ''))) THEN 'GREEN'
+      WHEN (${loanProductId} = 6) AND ('${recreditCategorization}' = 'RECREDITO') AND ('MUJER' = UPPER(COALESCE(client_details.client_gender, ''))) THEN 'GREEN'
+      WHEN (${loanProductId} = 6) AND (mc.status_enum = 300) THEN 'GREEN'
+  END AS color
+  FROM m_client mc
+  INNER JOIN (
+      SELECT mct.id AS client_id, client_gender.code_value AS client_gender
+      FROM m_client mct
+      LEFT JOIN  m_code_value client_gender ON mct.gender_cv_id = client_gender.id
+  ) client_details ON client_details.client_id = mc.id
+  WHERE mc.id = ${clientId}", "Gender Policy Check", 0, 0, 0);
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_19.sql b/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_19.sql
@@ -0,0 +1,52 @@
+--
+-- 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.
+--
+
+-- liquibase formatted sql
+-- changeset fineract:1
+-- MySQL dump 10.13  Distrib 5.1.60, for Win32 (ia32)
+--
+-- Host: localhost    Database: fineract_default
+-- ------------------------------------------------------
+-- Server version	5.1.60-community
+
+/*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
+/*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
+/*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
+/*!40101 SET NAMES UTF8MB4 */;
+/*!40103 SET @OLD_TIME_ZONE=@@TIME_ZONE */;
+/*!40103 SET TIME_ZONE='+00:00' */;
+/*!40014 SET @OLD_UNIQUE_CHECKS=@@UNIQUE_CHECKS, UNIQUE_CHECKS=0 */;
+/*!40014 SET @OLD_FOREIGN_KEY_CHECKS=@@FOREIGN_KEY_CHECKS, FOREIGN_KEY_CHECKS=0 */;
+/*!40101 SET @OLD_SQL_MODE=@@SQL_MODE, SQL_MODE='NO_AUTO_VALUE_ON_ZERO' */;
+/*!40111 SET @OLD_SQL_NOTES=@@SQL_NOTES, SQL_NOTES=0 */;
+
+-- Nationality --
+INSERT INTO stretchy_report (report_name,report_type,report_category,report_sql,description,core_report,use_report,self_service_user_report)
+VALUES ("Nationality Policy Check", "Table", "Prequalification",
+"SELECT mc.id,
+ UPPER(COALESCE(mc.nationality, '')) AS client_nationality,
+  CASE
+      WHEN (${loanProductId} = 6) AND ('${recreditCategorization}' = 'NUEVO') AND ('GUATEMALA' = UPPER(COALESCE(mc.nationality, ''))) THEN 'GREEN'
+      WHEN (${loanProductId} = 6) AND ('${recreditCategorization}' = 'NUEVO') AND ('GUATEMALA' <> UPPER(COALESCE(mc.nationality, ''))) THEN 'RED'
+      WHEN (${loanProductId} = 6) AND ('${recreditCategorization}' = 'RECREDITO') AND ('GUATEMALA' = UPPER(COALESCE(mc.nationality, ''))) THEN 'GREEN'
+      WHEN (${loanProductId} = 6) AND ('${recreditCategorization}' = 'RECREDITO') AND ('GUATEMALA' <> UPPER(COALESCE(mc.nationality, ''))) THEN 'RED'
+      WHEN (${loanProductId} = 6) AND (mc.status_enum = 300) THEN 'GREEN'
+  END AS color
+  FROM m_client mc
+  WHERE mc.id = ${clientId}", "Nationality Policy Check", 0, 0, 0);
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_20.sql b/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_20.sql
@@ -0,0 +1,48 @@
+--
+-- 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.
+--
+
+-- liquibase formatted sql
+-- changeset fineract:1
+-- MySQL dump 10.13  Distrib 5.1.60, for Win32 (ia32)
+--
+-- Host: localhost    Database: fineract_default
+-- ------------------------------------------------------
+-- Server version	5.1.60-community
+
+/*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
+/*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
+/*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
+/*!40101 SET NAMES UTF8MB4 */;
+/*!40103 SET @OLD_TIME_ZONE=@@TIME_ZONE */;
+/*!40103 SET TIME_ZONE='+00:00' */;
+/*!40014 SET @OLD_UNIQUE_CHECKS=@@UNIQUE_CHECKS, UNIQUE_CHECKS=0 */;
+/*!40014 SET @OLD_FOREIGN_KEY_CHECKS=@@FOREIGN_KEY_CHECKS, FOREIGN_KEY_CHECKS=0 */;
+/*!40101 SET @OLD_SQL_MODE=@@SQL_MODE, SQL_MODE='NO_AUTO_VALUE_ON_ZERO' */;
+/*!40111 SET @OLD_SQL_NOTES=@@SQL_NOTES, SQL_NOTES=0 */;
+
+-- Internal Credit History Policy Check --
+INSERT INTO stretchy_report (report_name,report_type,report_category,report_sql,description,core_report,use_report,self_service_user_report)
+VALUES ("Internal Credit History Policy Check", "Table", "Prequalification",
+"SELECT
+     mc.id AS client_id,
+  CASE
+      WHEN (${loanProductId} = 6) AND (mc.status_enum = 300) THEN 'GREEN'
+  END AS color
+  FROM m_client mc
+  WHERE mc.id = ${clientId}", "Internal Credit History Policy Check", 0, 0, 0);
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_21.sql b/fineract-provider/src/main/resources/db/changelog/tenant/commands/policy_run_21.sql
@@ -0,0 +1,48 @@
+--
+-- 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.
+--
+
+-- liquibase formatted sql
+-- changeset fineract:1
+-- MySQL dump 10.13  Distrib 5.1.60, for Win32 (ia32)
+--
+-- Host: localhost    Database: fineract_default
+-- ------------------------------------------------------
+-- Server version	5.1.60-community
+
+/*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
+/*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
+/*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
+/*!40101 SET NAMES UTF8MB4 */;
+/*!40103 SET @OLD_TIME_ZONE=@@TIME_ZONE */;
+/*!40103 SET TIME_ZONE='+00:00' */;
+/*!40014 SET @OLD_UNIQUE_CHECKS=@@UNIQUE_CHECKS, UNIQUE_CHECKS=0 */;
+/*!40014 SET @OLD_FOREIGN_KEY_CHECKS=@@FOREIGN_KEY_CHECKS, FOREIGN_KEY_CHECKS=0 */;
+/*!40101 SET @OLD_SQL_MODE=@@SQL_MODE, SQL_MODE='NO_AUTO_VALUE_ON_ZERO' */;
+/*!40111 SET @OLD_SQL_NOTES=@@SQL_NOTES, SQL_NOTES=0 */;
+
+-- External Credit History Policy Check --
+INSERT INTO stretchy_report (report_name,report_type,report_category,report_sql,description,core_report,use_report,self_service_user_report)
+VALUES ("External Credit History Policy Check", "Table", "Prequalification",
+"SELECT
+     mc.id AS client_id,
+  CASE
+      WHEN (${loanProductId} = 6) AND (mc.status_enum = 300) THEN 'GREEN'
+  END AS color
+  FROM m_client mc
+  WHERE mc.id = ${clientId}", "External Credit History Policy Check", 0, 0, 0);