feature/FBR-710-714-QA

fineract-provider/src/main/java/org/apache/fineract/infrastructure/core/service/SearchParameters.java

@@ -129,7 +129,7 @@ public static SearchParameters forBlacklist(final String displayName, final Stri
 
     public static SearchParameters forPrequalification(final String displayName, final String status, final Integer offset,
             final Integer limit, final String orderBy, final String sortOrder, final String type, String searchText,
-            final String groupingType, Long portfolioCenterId) {
+            final String groupingType, Long portfolioCenterId, Long agencyId) {
 
         final Integer maxLimitAllowed = getCheckedLimit(limit);
         final Long staffId = null;
@@ -139,7 +139,7 @@ public static SearchParameters forPrequalification(final String displayName, fin
 
         return new SearchParameters(searchText, null, null, displayName, null, null, null, status, offset, maxLimitAllowed, orderBy,
                 sortOrder, staffId, accountNo, loanId, savingsId, null, false, null, type, null, null, null, groupingType,
-                portfolioCenterId);
+                portfolioCenterId,agencyId);
     }
 
     public static SearchParameters forBankCheques(final Long agencyId, final String chequeNo, final String bankAccNo, final Long batchId,
@@ -622,7 +622,7 @@ private SearchParameters(final String sqlSearch, final Long officeId, final Stri
             final Integer limit, final String orderBy, final String sortOrder, final Long staffId, final String accountNo,
             final Long loanId, final Long savingsId, final Boolean orphansOnly, boolean isSelfUser, final String dpiNumber,
             final String type, final String groupName, final String groupNumber, final String centerName, final String groupingType,
-            Long portfolioCenterId) {
+            Long portfolioCenterId, Long agencyId) {
         this.sqlSearch = sqlSearch;
         this.officeId = officeId;
         this.externalId = externalId;
@@ -659,7 +659,7 @@ private SearchParameters(final String sqlSearch, final Long officeId, final Stri
         this.disbursementStartDate = null;
         this.approvalEndDate = null;
         this.approvalStartDate = null;
-        this.agencyId = null;
+        this.agencyId = agencyId;
         this.clientNo = null;
         this.groupId = null;
         this.centerId = portfolioCenterId;

fineract-provider/src/main/java/org/apache/fineract/organisation/prequalification/api/GroupPrequalificationApiResource.java

@@ -145,6 +145,7 @@ public String retrieveAllBlacklistItems(@Context final UriInfo uriInfo,
             @QueryParam("limit") @Parameter(description = "limit") final Integer limit,
             @QueryParam("orderBy") @Parameter(description = "orderBy") final String orderBy,
             @QueryParam("status") @Parameter(description = "status") final String status,
+            @QueryParam("agencyId") @Parameter(description = "agencyId") final Long agencyId,
             @QueryParam("type") @Parameter(description = "type") final String type,
             @QueryParam("portfolioCenterId") @Parameter(description = "type") final Long portfolioCenterId,
             @QueryParam("searchText") @Parameter(description = "searchText") final String searchText,
@@ -157,7 +158,7 @@ public String retrieveAllBlacklistItems(@Context final UriInfo uriInfo,
 
         String clientName = queryParameters.getFirst("clientName");
         SearchParameters searchParameters = SearchParameters.forPrequalification(clientName, status, offset, limit, orderBy, sortOrder,
-                type, searchText, groupingType, portfolioCenterId);
+                type, searchText, groupingType, portfolioCenterId, agencyId);
         final Page<GroupPrequalificationData> clientData = this.prequalificationReadPlatformService.retrieveAll(searchParameters);
 
         final ApiRequestJsonSerializationSettings settings = this.apiRequestParameterHelper.process(queryParameters);
@@ -174,6 +175,7 @@ public String retrieveAllBlacklistItems(@Context final UriInfo uriInfo,
     public String newClientIdentifierDetails(@Context final UriInfo uriInfo) {
 
         this.context.authenticatedUser().validateHasViewPermission(this.resourceNameForPermissions);
+        final String hierarchy = this.context.authenticatedUser().getOffice().getHierarchy();
 
         MultivaluedMap<String, String> queryParameters = uriInfo.getQueryParameters();
 
@@ -183,7 +185,7 @@ public String newClientIdentifierDetails(@Context final UriInfo uriInfo) {
         Long agencyId = null;
         Long centerId = null;
         Collection<CenterData> centerData = null;
-        Collection<AgencyData> agencies = null;
+        Collection<AgencyData> agencies = this.agencyReadPlatformService.retrieveByOfficeHierarchy(hierarchy);
         Collection<AppUserData> appUsers = null;
         Collection<LoanProductData> loanProducts = null;
         GlobalConfigurationPropertyData timespan = null;
@@ -226,7 +228,6 @@ public String newClientIdentifierDetails(@Context final UriInfo uriInfo) {
             }
         }
 
-        final String hierarchy = this.context.authenticatedUser().getOffice().getHierarchy();
         centerData = this.centerReadPlatformService.retrieveByOfficeHierarchy(hierarchy, agencyId);
         agencies = this.agencyReadPlatformService.retrieveAllByAgencyLeader();
         if (agencies.isEmpty()) {

fineract-provider/src/main/java/org/apache/fineract/organisation/prequalification/api/IndividualPrequalificationApiResource.java

@@ -124,7 +124,7 @@ public String retrieveAllBlacklistItems(@Context final UriInfo uriInfo,
 
         String clientName = queryParameters.getFirst("clientName");
         SearchParameters searchParameters = SearchParameters.forPrequalification(clientName, status, offset, limit, orderBy, sortOrder,
-                type, searchText, groupingType, portfolioCenterId);
+                type, searchText, groupingType, portfolioCenterId,null);
         final Page<MemberPrequalificationData> memberData = this.prequalificationReadPlatformService.retrieveAllMembers(searchParameters);
 
         final ApiRequestJsonSerializationSettings settings = this.apiRequestParameterHelper.process(queryParameters);

fineract-provider/src/main/java/org/apache/fineract/organisation/prequalification/service/PrequalificationChecklistWritePlatformServiceImpl.java

@@ -605,7 +605,7 @@ private CheckValidationColor runCheck7(final ClientData clientData) {
         reportParams.put("${prequalificationId}", prequalificationId);
         reportParams.put("${loanProductId}", productId);
         reportParams.put("${clientArea}", clientArea);
-        reportParams.put("${categorization}", clientData.getCategorization());
+        reportParams.put("${categorization}", clientData.getRecreditCategorization());
         reportParams.put("${isTopup}", String.valueOf(clientData.getIsLoanTopup()));
         reportParams.put("${requestedAmount}", String.valueOf(clientData.getRequestedAmount()));
         final GenericResultsetData result = this.readReportingService.retrieveGenericResultset(reportName, "report", reportParams, false);

fineract-provider/src/main/java/org/apache/fineract/organisation/prequalification/service/PrequalificationReadPlatformServiceImpl.java

@@ -277,6 +277,7 @@ private String buildSqlStringFromBlacklistCriteria(final SearchParameters search
         String sqlSearch = searchParameters.getSqlSearch();
         final Long officeId = searchParameters.getOfficeId();
         final Long centerId = searchParameters.getCenterId();
+        final Long agencyId = searchParameters.getAgencyId();
         final String dpiNumber = searchParameters.getName();
         final String status = searchParameters.getStatus();
         final String type = searchParameters.getType();
@@ -298,12 +299,6 @@ private String buildSqlStringFromBlacklistCriteria(final SearchParameters search
                         paramList.add(appUser.getId());
                     }
                 }
-
-                // add hierrachy filter here.
-                extraCriteria += " and (mo.hierarchy LIKE CONCAT(?, '%') OR ? like CONCAT(mo.hierarchy, '%'))";
-                paramList.add(appUser.getOffice().getHierarchy());
-                paramList.add(appUser.getOffice().getHierarchy());
-
             }
 
             if (StringUtils.equals(groupingType, "individual")) {
@@ -314,6 +309,14 @@ private String buildSqlStringFromBlacklistCriteria(final SearchParameters search
                     paramList.add(dpiNumber);
                 }
             }
+            extraCriteria += " and (moind.hierarchy LIKE CONCAT(?, '%') OR ? like CONCAT(moind.hierarchy, '%'))";
+            paramList.add(appUser.getOffice().getHierarchy());
+            paramList.add(appUser.getOffice().getHierarchy());
+
+            if (agencyId != null) {
+                extraCriteria += " and individualOffice.agency_id = ? ";
+                paramList.add(agencyId);
+            }
         }
 
         if (sqlSearch != null && !isGroup) {
@@ -457,12 +460,25 @@ LEFT JOIN (
                         FROM m_prequalification_group_members mpgm
                         GROUP BY mpgm.group_id
                     ) prequalification_numbers ON prequalification_numbers.prequalification_id = g.id
+
+                    LEFT JOIN(
+                        select DISTINCT mc.office_id, ms.agency_id, mpgm.group_id, ms.linked_office_id as supervision_office
+                        from m_prequalification_group_members mpgm 
+                        INNER JOIN m_client mc on mc.dpi = mpgm.dpi 
+                        INNER JOIN m_group_client mgc on mgc.client_id = mc.id 
+                        INNER JOIN m_group mg on mg.id = mgc.group_id 
+                        INNER JOIN m_group center on center.id = mg.parent_id 
+                        INNER JOIN m_portfolio mp on mp.id = center.portfolio_id 
+                        INNER JOIN m_supervision ms on ms.id = mp.supervision_id 
+                    ) individualOffice ON individualOffice.group_id = g.id
+
                     LEFT JOIN m_agency ma ON
                     	g.agency_id = ma.id
                     LEFT JOIN(
                     select agency_id, linked_office_id from m_supervision GROUP BY agency_id
                     ) supv ON supv.agency_id = ma.id
                     LEFT JOIN m_office mo on mo.id = supv.linked_office_id
+                    LEFT JOIN m_office moind on moind.id = individualOffice.supervision_office
                     LEFT JOIN
                     (
                       SELECT p.id AS groupid,

fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml

@@ -154,4 +154,5 @@
     <include file="parts/0132_AddConfigurationForAmountFormats.xml" relativeToChangelogFile="true"/>
     <include file="parts/0133_UpdateNewHardPolicyQueries.xml" relativeToChangelogFile="true"/>
     <include file="parts/0134_HardPolicyFixes.xml" relativeToChangelogFile="true"/>
+    <include file="parts/0135_FBR-714-BANCO_COMMUNAL_MEDA.xml" relativeToChangelogFile="true"/>
 </databaseChangeLog>

fineract-provider/src/main/resources/db/changelog/tenant/commands/BACCOMMEDA/client_age.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.
+--
+
+SELECT @productId := (select id from m_product_loan where short_name='BCOMMEDA' limit 1);
+UPDATE stretchy_report SET report_sql = concat('SELECT mc.id,
+            client_age.client_age AS client_age,
+            mc.date_of_birth AS date_of_birth,
+            CASE
+            -- Banco Comunal normal
+            WHEN (${loanProductId} = 2) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 70) THEN ''GREEN''
+            WHEN (${loanProductId} = 2) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 71 AND 75) THEN ''YELLOW''
+            WHEN (${loanProductId} = 2) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            WHEN (${loanProductId} = 2) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 75) THEN ''GREEN''
+            WHEN (${loanProductId} = 2) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+
+            -- Banco Comunal normal meda
+            WHEN (${loanProductId} = ',@productId,') AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 70) THEN ''GREEN''
+            WHEN (${loanProductId} = ',@productId,') AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 71 AND 75) THEN ''YELLOW''
+            WHEN (${loanProductId} = ',@productId,') AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            WHEN (${loanProductId} = ',@productId,') AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 75) THEN ''GREEN''
+            WHEN (${loanProductId} = ',@productId,') AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+
+            -- Banco Comunal temporal
+            WHEN (${loanProductId} = 9) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 70) THEN ''GREEN''
+            WHEN (${loanProductId} = 9) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 71 AND 75) THEN ''YELLOW''
+            WHEN (${loanProductId} = 9) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            WHEN (${loanProductId} = 9) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 75) THEN ''GREEN''
+            WHEN (${loanProductId} = 9) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+
+
+            -- Banco Comunal Agricola
+            WHEN (${loanProductId} = 8) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 70) THEN ''GREEN''
+            WHEN (${loanProductId} = 8) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 71 AND 75) THEN ''YELLOW''
+            WHEN (${loanProductId} = 8) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            WHEN (${loanProductId} = 8) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 75) THEN ''GREEN''
+            WHEN (${loanProductId} = 8) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+
+
+            -- Grupo Solidario
+            WHEN (${loanProductId} = 4) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 70) THEN ''GREEN''
+            WHEN (${loanProductId} = 4) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 71 AND 75) THEN ''YELLOW''
+            WHEN (${loanProductId} = 4) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            WHEN (${loanProductId} = 4) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 75) THEN ''GREEN''
+            WHEN (${loanProductId} = 4) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+
+
+            -- Grupo Solidario Agricola
+            WHEN (${loanProductId} = 5) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 70) THEN ''GREEN''
+            WHEN (${loanProductId} = 5) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) BETWEEN 71 AND 75) THEN ''YELLOW''
+            WHEN (${loanProductId} = 5) AND (''${clientCategorization}'' = ''NEW'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            WHEN (${loanProductId} = 5) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) BETWEEN 18 AND 75) THEN ''GREEN''
+            WHEN (${loanProductId} = 5) AND (''${clientCategorization}'' = ''RECURRING'') AND (IFNULL(client_age.client_age, 0) NOT BETWEEN 18 AND 75) THEN ''RED''
+            END AS color
+            FROM m_client mc
+            INNER JOIN (
+            SELECT mct.id AS client_id, mct.date_of_birth AS date_of_birth, IFNULL(TIMESTAMPDIFF(YEAR, mct.date_of_birth, CURDATE()), 0) AS client_age
+            FROM m_client mct
+            ) client_age ON client_age.client_id = mc.id
+            WHERE mc.id = ${clientId}')
+WHERE report_name = 'Client age Policy Check';

fineract-provider/src/main/resources/db/changelog/tenant/commands/BACCOMMEDA/investment_plan.sql

@@ -0,0 +1,27 @@
+--
+-- Licensed to the Apache Software Foundation (ASF) under one
+-- or more contributor license agreements. See the NOTICE file
+-- distributed with this work for additional information
+-- regarding copyright ownership. The ASF licenses this file
+-- to you under the Apache License, Version 2.0 (the
+-- "License"); you may not use this file except in compliance
+-- with the License. You may obtain a copy of the License at
+--
+-- http://www.apache.org/licenses/LICENSE-2.0
+--
+-- 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.
+--
+
+SELECT @productId := (select id from m_product_loan where short_name='BCOMMEDA' limit 1);
+UPDATE stretchy_report SET report_sql = concat(' SELECT CASE
+                       WHEN (${loanProductId} IN (9)) AND ''${categorization}'' = ''RECREDITO'' AND ${requestedAmount} <= 6000  THEN ''GREEN''
+                       WHEN (${loanProductId} IN (2,',@productId,',8)) AND ${requestedAmount} <= 6000 THEN ''GREEN''
+                       WHEN (${loanProductId} IN (2,',@productId,',9,8,4,5,7)) AND (${photographs} <= 0  OR ${investmentPlan} <= 0) THEN ''RED''
+                       ELSE ''GREEN''
+                    END AS color')
+WHERE report_name = 'Mandatory to attach photographs and investment plan Policy Check';