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/**
* Licensed to the Apache Software Foundation (ASF) under one
* or more contributor license agreements. See the NOTICE file
* distributed with this work for additional information
* regarding copyright ownership. The ASF licenses this file
* to you under the Apache License, Version 2.0 (the
* "License"); you may not use this file except in compliance
* with the License. You may obtain a copy of the License at
*
* http://www.apache.org/licenses/LICENSE-2.0
*
* Unless required by applicable law or agreed to in writing,
* software distributed under the License is distributed on an
* "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
* KIND, either express or implied. See the License for the
* specific language governing permissions and limitations
* under the License.
*/
package org.apache.fineract.portfolio.group.api;
import com.google.gson.JsonElement;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.media.Content;
import io.swagger.v3.oas.annotations.media.Schema;
import io.swagger.v3.oas.annotations.parameters.RequestBody;
import io.swagger.v3.oas.annotations.responses.ApiResponse;
import io.swagger.v3.oas.annotations.responses.ApiResponses;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.ws.rs.Consumes;
import jakarta.ws.rs.DELETE;
import jakarta.ws.rs.DefaultValue;
import jakarta.ws.rs.GET;
import jakarta.ws.rs.POST;
import jakarta.ws.rs.PUT;
import jakarta.ws.rs.Path;
import jakarta.ws.rs.PathParam;
import jakarta.ws.rs.Produces;
import jakarta.ws.rs.QueryParam;
import jakarta.ws.rs.core.Context;
import jakarta.ws.rs.core.MediaType;
import jakarta.ws.rs.core.Response;
import jakarta.ws.rs.core.UriInfo;
import java.io.InputStream;
import java.time.LocalDate;
import java.util.Arrays;
import java.util.Collection;
import java.util.Collections;
import java.util.HashSet;
import java.util.List;
import java.util.Set;
import lombok.RequiredArgsConstructor;
import org.apache.commons.lang3.StringUtils;
import org.apache.fineract.commands.domain.CommandWrapper;
import org.apache.fineract.commands.service.CommandWrapperBuilder;
import org.apache.fineract.commands.service.PortfolioCommandSourceWritePlatformService;
import org.apache.fineract.infrastructure.bulkimport.data.GlobalEntityType;
import org.apache.fineract.infrastructure.bulkimport.service.BulkImportWorkbookPopulatorService;
import org.apache.fineract.infrastructure.bulkimport.service.BulkImportWorkbookService;
import org.apache.fineract.infrastructure.core.api.ApiParameterHelper;
import org.apache.fineract.infrastructure.core.api.ApiRequestParameterHelper;
import org.apache.fineract.infrastructure.core.api.JsonQuery;
import org.apache.fineract.infrastructure.core.data.CommandProcessingResult;
import org.apache.fineract.infrastructure.core.data.PaginationParameters;
import org.apache.fineract.infrastructure.core.data.UploadRequest;
import org.apache.fineract.infrastructure.core.exception.UnrecognizedQueryParamException;
import org.apache.fineract.infrastructure.core.serialization.ApiRequestJsonSerializationSettings;
import org.apache.fineract.infrastructure.core.serialization.FromJsonHelper;
import org.apache.fineract.infrastructure.core.serialization.ToApiJsonSerializer;
import org.apache.fineract.infrastructure.core.service.Page;
import org.apache.fineract.infrastructure.core.service.SearchParameters;
import org.apache.fineract.infrastructure.dataqueries.data.DatatableData;
import org.apache.fineract.infrastructure.dataqueries.data.EntityTables;
import org.apache.fineract.infrastructure.dataqueries.data.StatusEnum;
import org.apache.fineract.infrastructure.dataqueries.service.EntityDatatableChecksReadService;
import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
import org.apache.fineract.infrastructure.security.service.SqlValidator;
import org.apache.fineract.portfolio.accountdetails.data.AccountSummaryCollectionData;
import org.apache.fineract.portfolio.accountdetails.service.AccountDetailsReadPlatformService;
import org.apache.fineract.portfolio.calendar.data.CalendarData;
import org.apache.fineract.portfolio.calendar.domain.CalendarEntityType;
import org.apache.fineract.portfolio.calendar.service.CalendarReadPlatformService;
import org.apache.fineract.portfolio.calendar.service.CalendarUtils;
import org.apache.fineract.portfolio.client.data.ClientData;
import org.apache.fineract.portfolio.client.service.ClientReadPlatformService;
import org.apache.fineract.portfolio.collectionsheet.data.JLGCollectionSheetData;
import org.apache.fineract.portfolio.collectionsheet.service.CollectionSheetReadPlatformService;
import org.apache.fineract.portfolio.group.data.GroupGeneralData;
import org.apache.fineract.portfolio.group.data.GroupRoleData;
import org.apache.fineract.portfolio.group.service.CenterReadPlatformService;
import org.apache.fineract.portfolio.group.service.GroupReadPlatformService;
import org.apache.fineract.portfolio.group.service.GroupRolesReadPlatformService;
import org.apache.fineract.portfolio.loanaccount.data.GLIMContainer;
import org.apache.fineract.portfolio.loanaccount.service.GLIMAccountInfoReadPlatformService;
import org.apache.fineract.portfolio.meeting.data.MeetingData;
import org.apache.fineract.portfolio.meeting.service.MeetingReadPlatformService;
import org.apache.fineract.portfolio.savings.data.GSIMContainer;
import org.apache.fineract.portfolio.savings.service.GSIMReadPlatformService;
import org.glassfish.jersey.media.multipart.FormDataContentDisposition;
import org.glassfish.jersey.media.multipart.FormDataParam;
import org.springframework.stereotype.Component;
import org.springframework.util.CollectionUtils;
@Path("/v1/groups")
@Component
@Tag(name = "Groups", description = "Groups are used to provide a distinctive banking distribution channel used in microfinances throughout the world. The Group is an administrative unit. It can contain as few as 5 people or as many as 40 depending on how its used.\n"
+ "\n"
+ "Different styles of group lending - Joint-Liability Group, Grameen Model (Center-Group), Self-Help Groups, Village/Communal Banks)")
@RequiredArgsConstructor
public class GroupsApiResource {
private final PlatformSecurityContext context;
private final GroupReadPlatformService groupReadPlatformService;
private final CenterReadPlatformService centerReadPlatformService;
private final ClientReadPlatformService clientReadPlatformService;
private final ToApiJsonSerializer<Object> toApiJsonSerializer;
private final ToApiJsonSerializer<GroupGeneralData> groupGeneralApiJsonSerializer;
private final ToApiJsonSerializer<AccountSummaryCollectionData> groupSummaryToApiJsonSerializer;
private final ToApiJsonSerializer<GLIMContainer> glimContainerToApiJsonSerializer;
private final ToApiJsonSerializer<GSIMContainer> gsimContainerToApiJsonSerializer;
private final ApiRequestParameterHelper apiRequestParameterHelper;
private final PortfolioCommandSourceWritePlatformService commandsSourceWritePlatformService;
private final CollectionSheetReadPlatformService collectionSheetReadPlatformService;
private final FromJsonHelper fromJsonHelper;
private final GroupRolesReadPlatformService groupRolesReadPlatformService;
private final AccountDetailsReadPlatformService accountDetailsReadPlatformService;
private final CalendarReadPlatformService calendarReadPlatformService;
private final MeetingReadPlatformService meetingReadPlatformService;
private final EntityDatatableChecksReadService entityDatatableChecksReadService;
private final BulkImportWorkbookService bulkImportWorkbookService;
private final BulkImportWorkbookPopulatorService bulkImportWorkbookPopulatorService;
private final GLIMAccountInfoReadPlatformService glimAccountInfoReadPlatformService;
private final GSIMReadPlatformService gsimReadPlatformService;
private final SqlValidator sqlValidator;
@GET
@Path("template")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Retrieve Group Template", description = "This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:\n\n"
+ "\n\n" + "Field Defaults\n\n" + "Allowed Value Lists\n\n" + "Example Requests:\n\n" + "\n\n" + "groups/template\n\n" + "\n\n"
+ "groups/template?officeId=2\n\n" + "\n\n" + "groups/template?centerId=1\n\n" + "\n\n"
+ "groups/template?centerId=1&staffInSelectedOfficeOnly=true")
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.GetGroupsTemplateResponse.class))) })
public String retrieveTemplate(@Context final UriInfo uriInfo,
@QueryParam("officeId") @Parameter(description = "officeId") final Long officeId,
@QueryParam("center") @Parameter(description = "center") final boolean isCenterGroup,
@QueryParam("centerId") @Parameter(description = "centerId") final Long centerId,
@QueryParam("command") @Parameter(description = "command") final String commandParam,
@DefaultValue("false") @QueryParam("staffInSelectedOfficeOnly") @Parameter(description = "staffInSelectedOfficeOnly") final boolean staffInSelectedOfficeOnly) {
context.authenticatedUser().validateHasReadPermission(GroupingTypesApiConstants.GROUP_RESOURCE_NAME);
if (is(commandParam, "close")) {
final GroupGeneralData groupClosureTemplate = groupReadPlatformService.retrieveGroupWithClosureReasons();
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return groupGeneralApiJsonSerializer.serialize(settings, groupClosureTemplate,
GroupingTypesApiConstants.GROUP_RESPONSE_DATA_PARAMETERS);
}
final List<DatatableData> datatableTemplates = entityDatatableChecksReadService
.retrieveTemplates(StatusEnum.CREATE.getCode().longValue(), EntityTables.GROUP.getName(), null);
if (centerId != null) {
final GroupGeneralData centerGroupTemplate = centerReadPlatformService.retrieveCenterGroupTemplate(centerId);
centerGroupTemplate.setDatatables(datatableTemplates);
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return groupGeneralApiJsonSerializer.serialize(settings, centerGroupTemplate,
GroupingTypesApiConstants.CENTER_GROUP_RESPONSE_DATA_PARAMETERS);
}
final GroupGeneralData groupTemplate = groupReadPlatformService.retrieveTemplate(officeId, isCenterGroup,
staffInSelectedOfficeOnly);
groupTemplate.setDatatables(datatableTemplates);
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return groupGeneralApiJsonSerializer.serialize(settings, groupTemplate, GroupingTypesApiConstants.GROUP_RESPONSE_DATA_PARAMETERS);
}
@GET
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "List Groups", description = "The default implementation of listing Groups returns 200 entries with support for pagination and sorting. Using the parameter limit with description -1 returns all entries.\n\n"
+ "Example Requests:\n\n" + "\n\n" + "groups\n\n" + "\n\n" + "groups?fields=name,officeName,joinedDate\n\n" + "\n\n"
+ "groups?offset=10&limit=50\n\n" + "\n\n" + "groups?orderBy=name&sortOrder=DESC")
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.GetGroupsResponse.class))) })
public String retrieveAll(@Context final UriInfo uriInfo,
@QueryParam("officeId") @Parameter(description = "officeId") final Long officeId,
@QueryParam("staffId") @Parameter(description = "staffId") final Long staffId,
@QueryParam("externalId") @Parameter(description = "externalId") final String externalId,
@QueryParam("name") @Parameter(description = "name") final String name,
@QueryParam("underHierarchy") @Parameter(description = "underHierarchy") final String hierarchy,
@QueryParam("paged") @Parameter(description = "paged") final Boolean paged,
@QueryParam("offset") @Parameter(description = "offset") final Integer offset,
@QueryParam("limit") @Parameter(description = "limit") final Integer limit,
@QueryParam("orderBy") @Parameter(description = "orderBy") final String orderBy,
@QueryParam("sortOrder") @Parameter(description = "sortOrder") final String sortOrder,
@QueryParam("orphansOnly") @Parameter(description = "orphansOnly") final Boolean orphansOnly) {
context.authenticatedUser().validateHasReadPermission(GroupingTypesApiConstants.GROUP_RESOURCE_NAME);
sqlValidator.validate(orderBy);
sqlValidator.validate(sortOrder);
sqlValidator.validate(externalId);
sqlValidator.validate(hierarchy);
final PaginationParameters parameters = PaginationParameters.builder().paged(Boolean.TRUE.equals(paged)).limit(limit).offset(offset)
.orderBy(orderBy).sortOrder(sortOrder).build();
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
final SearchParameters searchParameters = SearchParameters.builder().limit(limit).isSelfUser(false).officeId(officeId)
.externalId(externalId).name(name).hierarchy(hierarchy).offset(offset).orderBy(orderBy).sortOrder(sortOrder)
.staffId(staffId).orphansOnly(orphansOnly).build();
if (parameters.isPaged()) {
final Page<GroupGeneralData> groups = groupReadPlatformService.retrievePagedAll(searchParameters, parameters);
return toApiJsonSerializer.serialize(settings, groups, GroupingTypesApiConstants.GROUP_RESPONSE_DATA_PARAMETERS);
}
final Collection<GroupGeneralData> groups = groupReadPlatformService.retrieveAll(searchParameters, parameters);
return toApiJsonSerializer.serialize(settings, groups, GroupingTypesApiConstants.GROUP_RESPONSE_DATA_PARAMETERS);
}
@GET
@Path("{groupId}")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Retrieve a Group", description = "Retrieve group information.\n\n" + "Example Requests:\n\n" + "\n\n"
+ "groups/1\n\n" + "\n\n" + "groups/1?associations=clientMembers")
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.GetGroupsGroupIdResponse.class))) })
public String retrieveOne(@Context final UriInfo uriInfo, @PathParam("groupId") @Parameter(description = "groupId") final Long groupId,
@DefaultValue("false") @QueryParam("staffInSelectedOfficeOnly") @Parameter(description = "staffInSelectedOfficeOnly") final boolean staffInSelectedOfficeOnly,
@QueryParam("roleId") @Parameter(description = "roleId") final Long roleId) {
context.authenticatedUser().validateHasReadPermission(GroupingTypesApiConstants.GROUP_RESOURCE_NAME);
final Set<String> associationParameters = ApiParameterHelper.extractAssociationsForResponseIfProvided(uriInfo.getQueryParameters());
GroupGeneralData group = groupReadPlatformService.retrieveOne(groupId);
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
// associations
Collection<ClientData> membersOfGroup = null;
Collection<ClientData> activeClientMembers = null;
Collection<GroupRoleData> groupRoles = null;
GroupRoleData selectedRole = null;
Collection<CalendarData> calendars = null;
CalendarData collectionMeetingCalendar = null;
if (!associationParameters.isEmpty()) {
if (associationParameters.contains("all")) {
associationParameters.addAll(
Arrays.asList("clientMembers", "activeClientMembers", "groupRoles", "calendars", "collectionMeetingCalendar"));
}
if (associationParameters.contains("clientMembers")) {
membersOfGroup = clientReadPlatformService.retrieveClientMembersOfGroup(groupId);
if (CollectionUtils.isEmpty(membersOfGroup)) {
membersOfGroup = null;
}
}
if (associationParameters.contains("activeClientMembers")) {
activeClientMembers = clientReadPlatformService.retrieveActiveClientMembersOfGroup(groupId);
if (CollectionUtils.isEmpty(activeClientMembers)) {
activeClientMembers = null;
}
}
if (associationParameters.contains("groupRoles")) {
groupRoles = groupRolesReadPlatformService.retrieveGroupRoles(groupId);
if (CollectionUtils.isEmpty(groupRoles)) {
groupRoles = null;
}
}
if (associationParameters.contains("parentCalendars")) {
final List<Integer> calendarTypeOptions = CalendarUtils.createIntegerListFromQueryParameter("all");
calendars = calendarReadPlatformService.retrieveParentCalendarsByEntity(groupId, CalendarEntityType.GROUPS.getValue(),
calendarTypeOptions);
if (CollectionUtils.isEmpty(calendars)) {
calendars = null;
}
}
if (associationParameters.contains("collectionMeetingCalendar")) {
if (group.isChildGroup()) {
collectionMeetingCalendar = calendarReadPlatformService.retrieveCollctionCalendarByEntity(group.getParentId(),
CalendarEntityType.CENTERS.getValue());
} else {
collectionMeetingCalendar = calendarReadPlatformService.retrieveCollctionCalendarByEntity(groupId,
CalendarEntityType.GROUPS.getValue());
}
if (collectionMeetingCalendar != null) {
final boolean withHistory = true;
final LocalDate tillDate = null;
final Collection<LocalDate> recurringDates = calendarReadPlatformService
.generateRecurringDates(collectionMeetingCalendar, withHistory, tillDate);
final Collection<LocalDate> nextTenRecurringDates = calendarReadPlatformService
.generateNextTenRecurringDates(collectionMeetingCalendar);
final MeetingData lastMeeting = meetingReadPlatformService
.retrieveLastMeeting(collectionMeetingCalendar.getCalendarInstanceId());
final LocalDate recentEligibleMeetingDate = calendarReadPlatformService
.generateNextEligibleMeetingDateForCollection(collectionMeetingCalendar, lastMeeting);
collectionMeetingCalendar = CalendarData.withRecurringDates(collectionMeetingCalendar, recurringDates,
nextTenRecurringDates, recentEligibleMeetingDate);
}
}
group = GroupGeneralData.withAssocations(group, membersOfGroup, activeClientMembers, groupRoles, calendars,
collectionMeetingCalendar);
}
if (roleId != null) {
selectedRole = groupRolesReadPlatformService.retrieveGroupRole(groupId, roleId);
if (selectedRole != null) {
group = GroupGeneralData.updateSelectedRole(group, selectedRole);
}
}
final boolean template = ApiParameterHelper.template(uriInfo.getQueryParameters());
if (template) {
final GroupGeneralData templateGroup = groupReadPlatformService.retrieveTemplate(group.getOfficeId(), false,
staffInSelectedOfficeOnly);
group = GroupGeneralData.withTemplate(templateGroup, group);
}
return groupGeneralApiJsonSerializer.serialize(settings, group, GroupingTypesApiConstants.GROUP_RESPONSE_DATA_PARAMETERS);
}
@POST
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Create a Group", description = "Creates a Group\n\n"
+ "Mandatory Fields: name, officeId, active, activationDate (if active=true)\n\n"
+ "Optional Fields: externalId, staffId, clientMembers")
@RequestBody(required = true, content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PostGroupsRequest.class)))
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PostGroupsResponse.class))) })
public String create(@Parameter(hidden = true) final String apiRequestBodyAsJson) {
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
.createGroup() //
.withJson(apiRequestBodyAsJson) //
.build(); //
final CommandProcessingResult result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
}
@POST
@Path("{groupId}/command/unassign_staff")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Unassign a Staff", description = "Allows you to unassign the Staff.\n\n" + "Mandatory Fields: staffId")
@RequestBody(required = true, content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PostGroupsGroupIdCommandUnassignStaffRequest.class)))
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PostGroupsGroupIdCommandUnassignStaffResponse.class))) })
public String unassignLoanOfficer(@PathParam("groupId") @Parameter(description = "groupId") final Long groupId,
@Parameter(hidden = true) final String apiRequestBodyAsJson) {
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
.unassignGroupStaff(groupId) //
.withJson(apiRequestBodyAsJson) //
.build(); //
final CommandProcessingResult result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
}
@PUT
@Path("{groupId}")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Update a Group", description = "Updates a Group")
@RequestBody(required = true, content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PutGroupsGroupIdRequest.class)))
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PutGroupsGroupIdResponse.class))) })
public String update(@PathParam("groupId") @Parameter(description = "groupId") final Long groupId,
@Parameter(hidden = true) final String apiRequestBodyAsJson) {
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
.updateGroup(groupId) //
.withJson(apiRequestBodyAsJson) //
.build(); //
final CommandProcessingResult result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
}
@DELETE
@Path("{groupId}")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Delete a Group", description = "A group can be deleted if it is in pending state and has no associations - clients, loans or savings")
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.DeleteGroupsGroupIdResponse.class))) })
public String delete(@PathParam("groupId") @Parameter(description = "groupId") final Long groupId) {
final CommandWrapper commandRequest = new CommandWrapperBuilder() //
.deleteGroup(groupId) //
.build(); //
final CommandProcessingResult result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
}
@POST
@Path("{groupId}")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Activate a Group | Associate Clients | Disassociate Clients | Transfer Clients across groups | Generate Collection Sheet | Save Collection Sheet | Unassign a Staff | Assign a Staff | Close a Group | Unassign a Role | Update a Role", description = "Activate a Group:\n\n"
+ "Groups can be created in a Pending state. This API exists to enable group activation.\n\n" + "\n\n"
+ "If the group happens to be already active this API will result in an error.\n\n" + "Mandatory Fields: activationDate\n\n"
+ "Associate Clients:\n\n" + "This API allows to associate existing clients to a group.\n\n" + "\n\n"
+ "The clients are listed from the office to which the group is associated.\n\n" + "\n\n"
+ "If client(s) is already associated with group then API will result in an error.\n\n" + "Mandatory Fields: clientMembers\n\n"
+ "Disassociate Clients:\n\n" + "This API allows to disassociate clients from a group.\n\n" + "\n\n"
+ "Disassociating a client with active joint liability group loans results in an error.\n\n"
+ "Mandatory Fields: clientMembers\n\n" + "Transfer Clients across groups:\n\n"
+ "This API allows to transfer clients from one group to another\n\n" + "Mandatory Fields: destinationGroupId and clients\n\n"
+ "Optional Fields: inheritDestinationGroupLoanOfficer (defaults to true) and transferActiveLoans (defaults to true)\n\n"
+ "Generate Collection Sheet:\n\n"
+ "This API retrieves repayment details of all jlg loans of all members of a group on a specified meeting date.\n\n"
+ "Mandatory Fields: calendarId and transactionDate\n\n" + "Save Collection Sheet:\n\n"
+ "This api allows the loan officer to perform bulk repayments of JLG loans for a group on its meeting date.\n\n"
+ "Mandatory Fields: calendarId, transactionDate, actualDisbursementDate\n\n"
+ "Optional Fields: clientsAttendance, bulkRepaymentTransaction, bulkDisbursementTransactions\n\n" + "Unassign a Staff:\n\n"
+ "Allows you to unassign the Staff.\n\n" + "Mandatory Fields: staffId\n\n" + "Assign a Staff:\n\n"
+ "Allows you to assign Staff to an existing Group.\n\n" + "\n\n"
+ "The selected Staff should be belong to the same office (or an office higher up in the hierarchy) as this group"
+ "Mandatory Fields: staffId\n\n"
+ "Optional Fields: inheritStaffForClientAccounts (Optional: Boolean if true all members of the group (i.e all clients with active loans and savings ) will inherit the staffId)\n\n"
+ "Close a Group:\n\n"
+ "This API exists to close a group. Groups can be closed if they don't have any non-closed clients/loans/savingsAccounts.\n\n"
+ "\n\n" + "If the group has any active clients/loans/savingsAccount, this API will result in an error." + "Assign a Role:\n\n"
+ "Allows you to assign a Role to an existing member of a group.\n\n" + "\n\n"
+ "We can define the different roles applicable to group members by adding code values to the pre-defined system code GROUPROLE. Example:Group leader etc.\n\n"
+ "Mandatory Fields: clientId, role\n\n" + "Unassign a Role:\n\n"
+ "Allows you to unassign Roles associated tp Group members.\n\n" + "Update a Role:\n\n"
+ "Allows you to update the member Role.\n\n" + "Mandatory Fields: role\n\n"
+ "Showing request/response for Transfer Clients across groups")
@RequestBody(required = true, content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PostGroupsGroupIdRequest.class)))
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.PostGroupsGroupIdResponse.class))) })
public String activateOrGenerateCollectionSheet(@PathParam("groupId") @Parameter(description = "groupId") final Long groupId,
@QueryParam("command") @Parameter(description = "command") final String commandParam,
@QueryParam("roleId") @Parameter(description = "roleId") final Long roleId,
@Parameter(hidden = true) final String apiRequestBodyAsJson, @Context final UriInfo uriInfo) {
final CommandWrapperBuilder builder = new CommandWrapperBuilder().withJson(apiRequestBodyAsJson);
CommandProcessingResult result = null;
if (is(commandParam, "activate")) {
final CommandWrapper commandRequest = builder.activateGroup(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "associateClients")) {
final CommandWrapper commandRequest = builder.associateClientsToGroup(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "disassociateClients")) {
final CommandWrapper commandRequest = builder.disassociateClientsFromGroup(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "generateCollectionSheet")) {
final JsonElement parsedQuery = fromJsonHelper.parse(apiRequestBodyAsJson);
final JsonQuery query = JsonQuery.from(apiRequestBodyAsJson, parsedQuery, fromJsonHelper);
final JLGCollectionSheetData collectionSheet = collectionSheetReadPlatformService.generateGroupCollectionSheet(groupId, query);
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return toApiJsonSerializer.serialize(settings, collectionSheet, GroupingTypesApiConstants.COLLECTIONSHEET_DATA_PARAMETERS);
} else if (is(commandParam, "saveCollectionSheet")) {
final CommandWrapper commandRequest = builder.saveGroupCollectionSheet(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "unassignStaff")) {
final CommandWrapper commandRequest = builder.unassignGroupStaff(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "assignStaff")) {
final CommandWrapper commandRequest = builder.assignGroupStaff(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "assignRole")) {
final CommandWrapper commandRequest = builder.assignRole(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "unassignRole")) {
final CommandWrapper commandRequest = builder.unassignRole(groupId, roleId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "updateRole")) {
final CommandWrapper commandRequest = builder.updateRole(groupId, roleId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "transferClients")) {
final CommandWrapper commandRequest = builder.transferClientsBetweenGroups(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else if (is(commandParam, "close")) {
final CommandWrapper commandRequest = builder.closeGroup(groupId).build();
result = commandsSourceWritePlatformService.logCommandSource(commandRequest);
return toApiJsonSerializer.serialize(result);
} else {
throw new UnrecognizedQueryParamException("command", commandParam, new Object[] { "activate", "generateCollectionSheet",
"saveCollectionSheet", "unassignStaff", "assignRole", "unassignRole", "updateassignRole" });
}
}
private boolean is(final String commandParam, final String commandValue) {
return StringUtils.isNotBlank(commandParam) && commandParam.trim().equalsIgnoreCase(commandValue);
}
@GET
@Path("{groupId}/accounts")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
@Operation(summary = "Retrieve Group accounts overview", description = "Retrieves details of all Loan and Savings accounts associated with this group.\n\n"
+ "\n\n" + "Example Requests:\n\n" + "\n\n" + "groups/1/accounts\n\n" + "\n\n" + "\n\n"
+ "groups/1/accounts?fields=loanAccounts,savingsAccounts,memberLoanAccounts,\n\n" + "memberSavingsAccounts")
@ApiResponses({
@ApiResponse(responseCode = "200", description = "OK", content = @Content(schema = @Schema(implementation = GroupsApiResourceSwagger.GetGroupsGroupIdAccountsResponse.class))) })
public String retrieveAccounts(@PathParam("groupId") @Parameter(description = "groupId") final Long groupId,
@Context final UriInfo uriInfo) {
context.authenticatedUser().validateHasReadPermission("GROUP");
final AccountSummaryCollectionData groupAccount = accountDetailsReadPlatformService.retrieveGroupAccountDetails(groupId);
final Set<String> GROUP_ACCOUNTS_DATA_PARAMETERS = new HashSet<>(Arrays.asList("loanAccounts",
"groupLoanIndividualMonitoringAccounts", "savingsAccounts", "memberLoanAccounts", "memberSavingsAccounts"));
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return groupSummaryToApiJsonSerializer.serialize(settings, groupAccount, GROUP_ACCOUNTS_DATA_PARAMETERS);
}
@GET
@Path("downloadtemplate")
@Produces("application/vnd.ms-excel")
public Response getGroupsTemplate(@QueryParam("officeId") final Long officeId, @QueryParam("staffId") final Long staffId,
@QueryParam("dateFormat") final String dateFormat) {
return bulkImportWorkbookPopulatorService.getTemplate(GlobalEntityType.GROUPS.toString(), officeId, staffId, dateFormat);
}
@POST
@Path("uploadtemplate")
@Consumes(MediaType.MULTIPART_FORM_DATA)
@RequestBody(description = "Upload group template", content = {
@Content(mediaType = MediaType.MULTIPART_FORM_DATA, schema = @Schema(implementation = UploadRequest.class)) })
public String postGroupTemplate(@FormDataParam("file") InputStream uploadedInputStream,
@FormDataParam("file") FormDataContentDisposition fileDetail, @FormDataParam("locale") final String locale,
@FormDataParam("dateFormat") final String dateFormat) {
final Long importDocumentId = bulkImportWorkbookService.importWorkbook(GlobalEntityType.GROUPS.toString(), uploadedInputStream,
fileDetail, locale, dateFormat);
return toApiJsonSerializer.serialize(importDocumentId);
}
@GET
@Path("{groupId}/glimaccounts")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
public String retrieveglimAccounts(@PathParam("groupId") final Long groupId,
@QueryParam("parentLoanAccountNo") final String parentLoanAccountNo, @Context final UriInfo uriInfo) {
context.authenticatedUser().validateHasReadPermission("GROUP");
List<GLIMContainer> glimContainer = Collections.emptyList();
if (parentLoanAccountNo == null) {
glimContainer = (List<GLIMContainer>) glimAccountInfoReadPlatformService.findGlimAccount(groupId);
} else {
glimContainer = (List<GLIMContainer>) glimAccountInfoReadPlatformService.findGlimAccountbyGroupAndAccount(groupId,
parentLoanAccountNo);
}
final Set<String> GLIM_ACCOUNTS_DATA_PARAMETERS = new HashSet<>(
Arrays.asList("groupId", "accountNumber", "childGLIMAccounts", "memberLoanAccounts", "parentPrincipalAmount"));
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return glimContainerToApiJsonSerializer.serialize(settings, glimContainer, GLIM_ACCOUNTS_DATA_PARAMETERS);
}
@GET
@Path("{groupId}/gsimaccounts")
@Consumes({ MediaType.APPLICATION_JSON })
@Produces({ MediaType.APPLICATION_JSON })
public String retrieveGsimAccounts(@PathParam("groupId") final Long groupId,
@QueryParam("parentGSIMAccountNo") final String parentGSIMAccountNo, @QueryParam("parentGSIMId") final Long parentGSIMId,
@Context final UriInfo uriInfo) {
List<GSIMContainer> gsimContainer;
context.authenticatedUser().validateHasReadPermission("GROUP");
if (parentGSIMAccountNo == null && parentGSIMId != null) {
gsimContainer = gsimReadPlatformService.findGsimAccountContainerbyGsimAccountId(parentGSIMId);
} else if (parentGSIMAccountNo != null && parentGSIMId == null) {
gsimContainer = (List<GSIMContainer>) gsimReadPlatformService.findGsimAccountContainerbyGsimAccountNumber(parentGSIMAccountNo);
} else {
gsimContainer = (List<GSIMContainer>) gsimReadPlatformService.findGSIMAccountContainerByGroupId(groupId);
}
final Set<String> GSIM_ACCOUNTS_DATA_PARAMETERS = new HashSet<>(
Arrays.asList("gsimId", "groupId", "accountNumber", "childGSIMAccounts", "parentBalance", "savingsStatus"));
final ApiRequestJsonSerializationSettings settings = apiRequestParameterHelper.process(uriInfo.getQueryParameters());
return gsimContainerToApiJsonSerializer.serialize(settings, gsimContainer, GSIM_ACCOUNTS_DATA_PARAMETERS);
}
}