Pirasanth

.gitignore

@@ -1 +1,2 @@
-backend/venv/
+Backend/venv/
+Backend/__pycache__/

seed.sql

@@ -0,0 +1,291 @@
+CREATE TABLE branch (
+    branch_id char(5) PRIMARY KEY,
+    branch_name varchar(30) ,
+    location varchar(30),
+    branch_phone_number char(10) ,
+    status Boolean
+);
+
+CREATE TYPE etype AS ENUM('Agent','Branch Manager','Admin');
+CREATE TABLE employee(
+    employee_id char(5) PRIMARY KEY,
+    name varchar(50),
+    nic varchar(12),
+    phone_number char(10),
+    address varchar(255),
+    date_started date,
+    last_login_time timestamp,
+    type etype,
+    status boolean,
+    branch_id char(5) REFERENCES Branch(branch_id)
+);
+
+CREATE TABLE token(
+    token_id varchar(128) PRIMARY KEY,
+    token_value varchar(255),
+    created_time timestamp,
+    last_used timestamp,
+    employee_id char(5) REFERENCES Employee(employee_id)
+);
+
+CREATE TABLE authentication(
+    username varchar(30) PRIMARY KEY,
+    password varchar(255),
+    type etype,
+    employee_id char(5) REFERENCES Employee(employee_id)
+);
+
+CREATE TABLE customer(
+    customer_id char(5) PRIMARY KEY,
+    name varchar(50),
+    nic  varchar(12),
+    phone_number char(10),
+    address varchar(255),
+    date_of_birth date,
+    email varchar(255),
+    status boolean,
+    employee_id char(5) REFERENCES Employee(employee_id)
+);
+
+CREATE TYPE stype AS ENUM('Children','Teen','Adult','Senior','Joint');
+CREATE TABLE savingsaccount_plans(
+   s_plan_id char(5) PRIMARY KEY,
+   plan_name stype,
+   interest_rate numeric(5,2),
+   min_balance numeric(12,2)
+);
+
+CREATE TABLE savingsaccount(
+    saving_account_id char(5) PRIMARY KEY,
+    open_date timestamp,
+    balance numeric(12,2),
+    employee_id char(5) REFERENCES Employee(employee_id),
+    s_plan_id char(5) REFERENCES SavingsAccount_Plans(s_plan_id),
+    status boolean,
+    branch_id char(5) REFERENCES Branch(branch_id)
+);
+
+CREATE TABLE fixeddeposit_plans(
+   f_plan_id char(5) PRIMARY KEY ,
+   months varchar(10),
+   interest_rate numeric(5,2)
+);
+
+CREATE TABLE fixeddeposit(
+   fixed_deposit_id char(5) PRIMARY KEY ,
+   saving_account_id char(5) REFERENCES SavingsAccount(saving_account_id),
+   f_plan_id char(5) REFERENCES FixedDeposit_Plans(f_plan_id),
+   start_date timestamp,
+   end_date timestamp,
+   principal_amount numeric(12,2),
+   interest_payment_type boolean,
+   last_payout_date timestamp,
+   status boolean
+);
+
+CREATE TABLE accountholder(
+   holder_id char(5) PRIMARY KEY,
+   customer_id char(5)REFERENCES Customer(customer_id),
+   saving_account_id char(5) REFERENCES SavingsAccount(saving_account_id)
+);
+
+CREATE TYPE transtype AS ENUM('Interest','Withdrawal','Deposit');
+CREATE TABLE transactions(
+   transaction_id int AUTO_INCREMENT PRIMARY KEY,
+   ref_number VARCHAR(20) UNIQUE,
+   holder_id char(5) REFERENCES AccountHolder(holder_id),
+   type transtype,
+   amount numeric(12,2),
+   timestamp timestamp,
+   description varchar(255));
+
+-- Employee
+CREATE INDEX idx_employee_branch_id ON Employee(branch_id);
+
+-- Customer
+CREATE INDEX idx_customer_employee_id ON Customer(employee_id);
+
+-- Token
+CREATE INDEX idx_token_employee_id ON Token(employee_id);
+
+-- AccountHolder
+CREATE INDEX idx_holder_customer_id ON AccountHolder(customer_id);
+
+-- Transactions
+CREATE INDEX idx_transaction_holder_id ON Transactions(holder_id);
+
+-- Update Transactions
+CREATE PROCEDURE make_transaction(
+    IN p_customer_id char(5),
+    IN p_saving_account_id char(5),
+    IN p_type transtype,
+    IN p_amount numeric(12,2),
+    IN p_description varchar(255),
+    OUT new_balance numeric(12,2)
+    )
+LANGUAGE plpgsql
+AS $$
+DECLARE current_balance numeric(12,2);
+DECLARE current_holder_id char(5);
+BEGIN
+    -- Get current balance
+    SELECT balance INTO current_balance
+    FROM savingsaccount
+    WHERE saving_account_id = p_saving_account_id;
+
+    -- Get current holder ID
+    SELECT holder_id INTO current_holder_id
+    FROM accountholder
+    JOIN savingsaccount
+    USING (saving_account_id)
+    WHERE accountholder.customer_id = p_customer_id AND savingsaccount.saving_account_id = p_saving_account_id;
+
+    IF p_type = 'Deposit' THEN
+        new_balance := current_balance + p_amount;
+    ELSIF p_type = 'Withdrawal' THEN
+        IF current_balance > p_amount THEN
+            new_balance := current_balance - p_amount;
+        ELSE
+            RAISE EXCEPTION 'Insufficient balance';
+        END IF;
+    END IF;
+
+    -- Update balance
+    UPDATE savingsaccount
+    SET balance = new_balance
+    WHERE saving_account_id = p_saving_account_id;
+
+    -- Insert transaction
+    INSERT INTO transactions(holder_id, amount, type, description)
+    VALUES (current_holder_id, p_amount, p_type, p_description);
+END;
+$$;
+
+-- Auto assign transaction reference no
+CREATE SEQUENCE txn_ref_no START WITH 1 INCREMENT BY 1;
+CREATE OR REPLACE FUNCTION assign_ref_no()
+RETURNS TRIGGER
+LANGUAGE plpgsql
+AS $$
+DECLARE prefix TEXT;
+BEGIN
+    IF NEW.type = 'Deposit' THEN
+        prefix := 'DEP';
+    ELSIF NEW.type = 'Withdrawal' THEN
+        prefix := 'WDR';
+    ELSIF NEW.type = 'Transfer' THEN
+        prefix := 'TRF';
+    ELSIF NEW.type = 'Interest' THEN
+        prefix := 'INT';
+    ELSE
+        prefix := 'TXN';
+    END IF;
+
+    NEW.ref_no := prefix || '-' || TO_CHAR(NEW.timestamp, 'YYYYMMDD') || '-' || LPAD(NEXTVAL('txn_ref_no')::TEXT, 5, '0');
+
+    RETURN NEW;
+END;
+$$;
+
+CREATE TRIGGER assign_ref_no_trigger
+BEFORE INSERT ON transactions
+FOR EACH ROW
+EXECUTE FUNCTION assign_ref_no();
+
+-- Multiple FD per savings account validation check
+CREATE PROCEDURE validate_multiple_FDS(
+    IN p_customer_id char(5),
+    OUT available_savings_account_id char(5)
+    )
+LANGUAGE plpgsql
+AS $$
+BEGIN
+    SELECT ah.saving_account_id
+    INTO available_savings_account_id
+    FROM accountholder AS ah
+    LEFT JOIN fixeddeposit AS fd USING (saving_account_id)
+    WHERE ah.customer_id = p_customer_id
+      AND fd.fixed_deposit_id IS NULL
+      AND ah.saving_account_id IN (
+          SELECT saving_account_id
+          FROM accountholder
+          GROUP BY saving_account_id
+          HAVING COUNT(*) = 1
+      )
+    LIMIT 1;
+
+    IF available_savings_account_id IS NULL THEN
+        RAISE EXCEPTION 'No eligible savings account found for customer %', p_customer_id;
+    ELSE
+        RAISE NOTICE 'Eligible savings account: %', available_savings_account_id;
+    END IF;
+
+END;
+$$;
+
+-- Auto credit interest to FD accounts
+CREATE PROCEDURE credit_fd_int()
+LANGUAGE plpgsql
+AS $$
+DECLARE rec RECORD;
+DECLARE interest_amount numeric(12,2);
+DECLARE duration_months integer;
+BEGIN
+    FOR rec IN
+        SELECT fd.fixed_deposit_id,
+               fd.saving_account_id,
+               fd.f_plan_id,
+               fd.status,
+               fd.principal_amount,
+               fd.start_date,
+               fd.end_date,
+               fd.interest_payment_type,
+               fd.last_payout_date,
+               fp.interest_rate,
+               fp.months
+        FROM fixeddeposit AS fd
+        JOIN fixeddeposit_plans AS fp
+        USING (f_plan_id)
+        WHERE fd.status = TRUE
+        AND (fd.last_payout_date IS NULL OR fd.last_payout_date < NOW() - INTERVAL '1 month')
+    LOOP
+        -- Calculate duration in months since last payout or start
+        duration_months := EXTRACT(MONTH FROM AGE(NOW(), COALESCE(rec.last_payout_date, rec.start_date)));
+
+        -- Calculate monthly interest amount
+        interest_amount := (rec.principal_amount * (rec.interest_rate / 100)) / 12;
+
+        IF (rec.end_date <= NOW()) THEN
+            -- Maturity payout to savings account
+            CALL make_transaction(
+                (SELECT customer_id FROM accountholder WHERE saving_account_id = rec.saving_account_id LIMIT 1),
+                rec.saving_account_id,
+                'Interest',
+                rec.principal_amount + (interest_amount * CAST(SPLIT_PART(rec.months, ' ', 1) AS INTEGER)),
+                'FD Maturity Payout',
+                new_balance
+            );
+
+            -- Close the FD
+            UPDATE fixeddeposit
+            SET status = FALSE
+            WHERE fixed_deposit_id = rec.fixed_deposit_id;
+        ELSIF (rec.interest_payment_type = TRUE AND duration_months >= 1) THEN
+            -- Payout interest to savings account
+            CALL make_transaction(
+                (SELECT customer_id FROM accountholder WHERE saving_account_id = rec.saving_account_id LIMIT 1),
+                rec.saving_account_id,
+                'Interest',
+                interest_amount * duration_months,
+                'FD Interest Payout',
+                new_balance
+            );
+
+            -- Update last_payout_date to today
+            UPDATE fixeddeposit
+            SET last_payout_date = NOW()
+            WHERE fixed_deposit_id = rec.fixed_deposit_id;
+        END IF;
+    END LOOP;
+END;
+$$;