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https://issues.apache.org/jira/browse/FINERACT-2977?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Adam Saghy updated FINERACT-2977:
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Description:
*Configuration*
*Goal*
For progressive loans, we should add a new option once “Chargeback” is selected
on payment allocation tab:
* Based on allocation rules (current)
* Principal only (new)
*Acceptance criteria*
* Progressive loan payment allocation should allow to configure a Principal
only strategy for Chargeback
*
** No allocation rules are defined, but rather: “PRINCIPAL_ONLY”
* Validation rules should allow this new value to be set for Chargeback as
allocation rule
*Implementation*
*Goal*
Currently if no allocation rules are configured for Chargeback transaction
(progressive loan), we allocate full chargeback amount as principal.
While we intended to retain this behaviour, since new “allocation” strategies
are introduced, we should also have a “PRINCIPAL ONLY” option.
*Acceptance criteria*
* If “PRINCIPAL_ONLY” is configured as allocation rule for Chargeback
transaction we should also use the existing fallback implementation
**
org.apache.fineract.portfolio.loanaccount.domain.transactionprocessor.AbstractLoanRepaymentScheduleTransactionProcessor#processCreditTransaction
* If neither “PRINCIPAL_ONLY” or “RATIO_BASED” is configured, we should use
the “rules based” implementation (current implementation in
org.apache.fineract.portfolio.loanaccount.domain.transactionprocessor.impl.AdvancedPaymentScheduleTransactionProcessor#processCreditTransaction)
was:
*Goal*
For progressive loans, we should add a new option once “Chargeback” is selected
on payment allocation tab:
* Based on allocation rules (current)
* Principal only (new)
*Acceptance criteria*
* Progressive loan payment allocation should allow to configure a Principal
only strategy for Chargeback
** No allocation rules are defined, but rather: “PRINCIPAL_ONLY”
* Validation rules should allow this new value to be set for Chargeback as
allocation rule
> Chargeback enhancements - PL - Configuration and Implementation - Principal
> only Chargeback allocation
> ------------------------------------------------------------------------------------------------------
>
> Key: FINERACT-2977
> URL: https://issues.apache.org/jira/browse/FINERACT-2977
> Project: Apache Fineract
> Issue Type: Improvement
> Affects Versions: 1.16.0
> Reporter: Adam Saghy
> Assignee: Adam Saghy
> Priority: Major
> Fix For: 1.17.0
>
>
> *Configuration*
> *Goal*
> For progressive loans, we should add a new option once “Chargeback” is
> selected on payment allocation tab:
> * Based on allocation rules (current)
> * Principal only (new)
>
> *Acceptance criteria*
> * Progressive loan payment allocation should allow to configure a Principal
> only strategy for Chargeback
> *
> ** No allocation rules are defined, but rather: “PRINCIPAL_ONLY”
> * Validation rules should allow this new value to be set for Chargeback as
> allocation rule
>
> *Implementation*
> *Goal*
> Currently if no allocation rules are configured for Chargeback transaction
> (progressive loan), we allocate full chargeback amount as principal.
> While we intended to retain this behaviour, since new “allocation” strategies
> are introduced, we should also have a “PRINCIPAL ONLY” option.
>
> *Acceptance criteria*
> * If “PRINCIPAL_ONLY” is configured as allocation rule for Chargeback
> transaction we should also use the existing fallback implementation
> **
> org.apache.fineract.portfolio.loanaccount.domain.transactionprocessor.AbstractLoanRepaymentScheduleTransactionProcessor#processCreditTransaction
> * If neither “PRINCIPAL_ONLY” or “RATIO_BASED” is configured, we should use
> the “rules based” implementation (current implementation in
> org.apache.fineract.portfolio.loanaccount.domain.transactionprocessor.impl.AdvancedPaymentScheduleTransactionProcessor#processCreditTransaction)
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