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proxmox/scripts/omnl/omnl-entity-data-apply.sh
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2026-03-02 11:37:34 -08:00

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#!/usr/bin/env bash
# OMNL Fineract — Apply entity master data (name, LEI, address, contacts) to clients.
# Reads OMNL_ENTITY_MASTER_DATA.json; maps by accountNo to clientId; updates names, identifiers (LEI), addresses, contacts.
# Usage: run from repo root; sources omnl-fineract/.env or .env.
# ENTITY_DATA=<path> JSON entity data (default: docs/04-configuration/mifos-omnl-central-bank/OMNL_ENTITY_MASTER_DATA.json)
# DRY_RUN=1 print only, do not PUT/POST.
# Requires: curl, jq.
set -euo pipefail
REPO_ROOT="${REPO_ROOT:-$(cd "$(dirname "${BASH_SOURCE[0]}")/../.." && pwd)}"
DRY_RUN="${DRY_RUN:-0}"
ENTITY_DATA="${ENTITY_DATA:-${REPO_ROOT}/docs/04-configuration/mifos-omnl-central-bank/OMNL_ENTITY_MASTER_DATA.json}"
if [ ! -f "$ENTITY_DATA" ]; then
echo "Entity data file not found: $ENTITY_DATA" >&2
exit 1
fi
if [ -f "${REPO_ROOT}/omnl-fineract/.env" ]; then
set +u
source "${REPO_ROOT}/omnl-fineract/.env" 2>/dev/null || true
set -u
elif [ -f "${REPO_ROOT}/.env" ]; then
set +u
source "${REPO_ROOT}/.env" 2>/dev/null || true
set -u
fi
BASE_URL="${OMNL_FINERACT_BASE_URL:-}"
TENANT="${OMNL_FINERACT_TENANT:-omnl}"
USER="${OMNL_FINERACT_USER:-app.omnl}"
PASS="${OMNL_FINERACT_PASSWORD:-}"
if [ -z "$BASE_URL" ] || [ -z "$PASS" ]; then
echo "Set OMNL_FINERACT_BASE_URL and OMNL_FINERACT_PASSWORD (e.g. in omnl-fineract/.env)" >&2
exit 1
fi
CURL_OPTS=(-s -S -H "Fineract-Platform-TenantId: ${TENANT}" -H "Content-Type: application/json" -u "${USER}:${PASS}")
# Resolve clientId by accountNo (000000001 -> id)
get_client_id_by_account() {
local account_no="$1"
local clients_json="$2"
if echo "$clients_json" | jq -e '.pageItems' >/dev/null 2>&1; then
echo "$clients_json" | jq -r --arg an "$account_no" '.pageItems[] | select(.accountNo == $an) | .id'
else
echo "$clients_json" | jq -r --arg an "$account_no" '.[] | select(.accountNo == $an) | .id'
fi
}
# Resolve clientId by externalId (e.g. OMNL-9) when accountNo not found
get_client_id_by_external_id() {
local ext_id="$1"
local clients_json="$2"
if echo "$clients_json" | jq -e '.pageItems' >/dev/null 2>&1; then
echo "$clients_json" | jq -r --arg e "$ext_id" '.pageItems[] | select(.externalId == $e) | .id'
else
echo "$clients_json" | jq -r --arg e "$ext_id" '.[] | select(.externalId == $e) | .id'
fi
}
# Resolve LEI document type ID from identifiers template (first type whose name contains LEI, or first type)
get_lei_document_type_id() {
local client_id="$1"
local template
template=$(curl "${CURL_OPTS[@]}" "${BASE_URL}/clients/${client_id}/identifiers/template" 2>/dev/null) || true
if [ -z "$template" ]; then
echo ""
return
fi
local id
id=$(echo "$template" | jq -r '(.allowedDocumentTypes // [])[] | select(.name | ascii_upcase | test("LEI")) | .id' 2>/dev/null | head -1)
if [ -z "$id" ] || [ "$id" = "null" ]; then
id=$(echo "$template" | jq -r '(.allowedDocumentTypes // [])[0].id // empty' 2>/dev/null)
fi
echo "$id"
}
clients_json=$(curl "${CURL_OPTS[@]}" "${BASE_URL}/clients")
if ! echo "$clients_json" | jq -e '.pageItems // .' >/dev/null 2>&1; then
echo "Unexpected clients response." >&2
exit 1
fi
entity_count=$(jq -r '.entities | length' "$ENTITY_DATA")
updated_names=0
updated_lei=0
updated_address=0
updated_contact=0
for i in $(seq 0 $((entity_count - 1))); do
entity=$(jq -c ".entities[$i]" "$ENTITY_DATA")
client_num=$(echo "$entity" | jq -r '.clientNumber')
account_no=$(echo "$entity" | jq -r '.accountNo')
entity_name=$(echo "$entity" | jq -r '.entityName')
lei=$(echo "$entity" | jq -r '.lei // ""')
mobile=$(echo "$entity" | jq -r '.contact.mobileNo // ""')
email=$(echo "$entity" | jq -r '.contact.emailAddress // ""')
client_id=$(get_client_id_by_account "$account_no" "$clients_json")
if [ -z "$client_id" ] || [ "$client_id" = "null" ]; then
client_id=$(get_client_id_by_external_id "OMNL-${client_num}" "$clients_json")
fi
if [ -z "$client_id" ] || [ "$client_id" = "null" ]; then
echo "Skip: no client with accountNo=$account_no or externalId=OMNL-$client_num" >&2
continue
fi
echo "=== Client $client_num (id=$client_id) $entity_name ===" >&2
# 1. Name (lastname non-blank required by tenant validation)
payload_name=$(jq -n --arg f "$entity_name" --arg l "." '{ firstname: $f, lastname: $l }')
if [ "$DRY_RUN" = "1" ]; then
echo " [DRY RUN] PUT clients/${client_id} name=$entity_name" >&2
else
res=$(curl "${CURL_OPTS[@]}" -X PUT -d "$payload_name" "${BASE_URL}/clients/${client_id}" 2>/dev/null) || true
if echo "$res" | jq -e '.resourceId // .clientId' >/dev/null 2>&1; then
((updated_names++)) || true
fi
fi
# 2. LEI identifier (if lei non-empty)
if [ -n "$lei" ] && [ "$lei" != "null" ]; then
lei_type_id=$(get_lei_document_type_id "$client_id")
if [ -n "$lei_type_id" ] && [ "$lei_type_id" != "null" ]; then
payload_lei=$(jq -n --arg key "$lei" --argjson typeId "$lei_type_id" '{ documentKey: $key, documentTypeId: $typeId, description: "LEI", status: "Active" }')
if [ "$DRY_RUN" = "1" ]; then
echo " [DRY RUN] POST clients/${client_id}/identifiers LEI=$lei" >&2
else
res=$(curl "${CURL_OPTS[@]}" -X POST -d "$payload_lei" "${BASE_URL}/clients/${client_id}/identifiers" 2>/dev/null) || true
if echo "$res" | jq -e '.resourceId // .clientId' >/dev/null 2>&1; then
((updated_lei++)) || true
fi
fi
else
echo " Skip LEI: no LEI document type in tenant (add via Admin or codes)" >&2
fi
fi
# 3. Address (if any address field set and countryId present)
country_id=$(echo "$entity" | jq -r '.address.countryId // empty')
street=$(echo "$entity" | jq -r '.address.street // ""')
line1=$(echo "$entity" | jq -r '.address.addressLine1 // ""')
city=$(echo "$entity" | jq -r '.address.city // ""')
if [ -n "$country_id" ] && [ "$country_id" != "null" ] && { [ -n "$street" ] || [ -n "$line1" ] || [ -n "$city" ]; }; then
payload_addr=$(echo "$entity" | jq -c '
.address | {
street: (.street // ""),
addressLine1: (.addressLine1 // ""),
addressLine2: (.addressLine2 // ""),
addressLine3: (.addressLine3 // ""),
city: (.city // ""),
postalCode: (if .postalCode != null and .postalCode != "" then .postalCode else "" end),
countryId: .countryId,
isActive: true
} + (if .stateProvinceId != null and .stateProvinceId != "" then { stateProvinceId: .stateProvinceId } else {} end)
')
if [ "$DRY_RUN" = "1" ]; then
echo " [DRY RUN] POST client/${client_id}/addresses" >&2
else
res=$(curl "${CURL_OPTS[@]}" -X POST -d "$payload_addr" "${BASE_URL}/client/${client_id}/addresses" 2>/dev/null) || true
if echo "$res" | jq -e '.resourceId // .addressId' >/dev/null 2>&1; then
((updated_address++)) || true
fi
fi
fi
# 4. Contact (mobileNo, emailAddress) via PUT client
if [ -n "$mobile" ] || [ -n "$email" ]; then
payload_contact=$(jq -n --arg m "$mobile" --arg e "$email" '{ mobileNo: $m, emailAddress: $e }')
if [ "$DRY_RUN" = "1" ]; then
echo " [DRY RUN] PUT clients/${client_id} contact mobile=$mobile email=$email" >&2
else
res=$(curl "${CURL_OPTS[@]}" -X PUT -d "$payload_contact" "${BASE_URL}/clients/${client_id}" 2>/dev/null) || true
if echo "$res" | jq -e '.resourceId // .clientId' >/dev/null 2>&1; then
((updated_contact++)) || true
fi
fi
fi
done
echo "Done: names=$updated_names, LEI=$updated_lei, addresses=$updated_address, contacts=$updated_contact" >&2