Add CKYC Reports & Dashboard API module
- GET /ckyc/reports/summary — KPI cards (total, gender split, missing PAN/Aadhaar, dup mobile)
- GET /ckyc/reports/state-distribution — donut chart by state
- GET /ckyc/reports/branch-distribution — top-N branches bar chart
- GET /ckyc/reports/upload-trend — daily upload line chart
- GET /ckyc/customers — paginated, filterable customer list
- GET /ckyc/customers/search — search by name/mobile/pan/cif (capped 50)
- GET /ckyc/customers/{cif} — customer detail with addresses
- GET /ckyc/customers/export — CSV/TXT (pipe-delimited CERSAI format)
- POST /ckyc/files — parse inbound CKYC .txt file
- GET /ckyc/files — list historical uploads
- POST /ckyc/files/generate — generate outbound submission file
- GET /ckyc/branches, /states, /codes/id-types — master data
- Migration 0259: performance indexes on m_client_kyc and m_client
- Postman collection with all endpoints
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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co-authored by
Claude Opus 4.6
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43b1e1da33
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<include file="parts/0256_add_education_level_degree_codes.xml" relativeToChangelogFile="true"/>
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<include file="parts/0257_add_religion_social_category_codes.xml" relativeToChangelogFile="true"/>
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<include file="parts/0258_add_agriculture_non_agriculture_income.xml" relativeToChangelogFile="true"/>
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<include file="parts/0259_add_ckyc_report_indexes.xml" relativeToChangelogFile="true"/>
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</databaseChangeLog>
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+61
@@ -0,0 +1,61 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<!--
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Licensed to the Apache Software Foundation (ASF) under one
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or more contributor license agreements. See the NOTICE file
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distributed with this work for additional information
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regarding copyright ownership. The ASF licenses this file
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to you under the Apache License, Version 2.0 (the
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"License"); you may not use this file except in compliance
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with the License. You may obtain a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing,
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software distributed under the License is distributed on an
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"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
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KIND, either express or implied. See the License for the
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specific language governing permissions and limitations
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under the License.
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-->
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<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
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xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
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xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.3.xsd">
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<changeSet id="0259_01_add_ckyc_report_indexes" author="fineract">
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<preConditions onFail="MARK_RAN">
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<not><indexExists tableName="m_client_kyc" indexName="idx_client_kyc_pan_number"/></not>
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</preConditions>
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<createIndex tableName="m_client_kyc" indexName="idx_client_kyc_pan_number">
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<column name="pan_number"/>
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</createIndex>
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</changeSet>
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<changeSet id="0259_02_add_ckyc_uploaded_on_index" author="fineract">
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<preConditions onFail="MARK_RAN">
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<not><indexExists tableName="m_client_kyc" indexName="idx_client_kyc_ckyc_uploaded_on"/></not>
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</preConditions>
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<createIndex tableName="m_client_kyc" indexName="idx_client_kyc_ckyc_uploaded_on">
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<column name="ckyc_uploaded_on"/>
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</createIndex>
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</changeSet>
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<changeSet id="0259_03_add_client_mobile_index" author="fineract">
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<preConditions onFail="MARK_RAN">
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<not><indexExists tableName="m_client" indexName="idx_client_mobile_no"/></not>
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</preConditions>
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<createIndex tableName="m_client" indexName="idx_client_mobile_no">
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<column name="mobile_no"/>
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</createIndex>
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</changeSet>
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<changeSet id="0259_04_add_client_activation_office_index" author="fineract">
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<preConditions onFail="MARK_RAN">
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<not><indexExists tableName="m_client" indexName="idx_client_office_activation"/></not>
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</preConditions>
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<createIndex tableName="m_client" indexName="idx_client_office_activation">
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<column name="office_id"/>
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<column name="activation_date"/>
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</createIndex>
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</changeSet>
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</databaseChangeLog>
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