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>
This commit is contained in:
Aditya
2026-04-28 16:25:41 +05:30
co-authored by Claude Opus 4.6
parent 9fb43ad971
commit 43b1e1da33
6 changed files with 1452 additions and 0 deletions
@@ -277,4 +277,5 @@
<include file="parts/0256_add_education_level_degree_codes.xml" relativeToChangelogFile="true"/>
<include file="parts/0257_add_religion_social_category_codes.xml" relativeToChangelogFile="true"/>
<include file="parts/0258_add_agriculture_non_agriculture_income.xml" relativeToChangelogFile="true"/>
<include file="parts/0259_add_ckyc_report_indexes.xml" relativeToChangelogFile="true"/>
</databaseChangeLog>
@@ -0,0 +1,61 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
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regarding copyright ownership. The ASF licenses this file
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software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
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<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.3.xsd">
<changeSet id="0259_01_add_ckyc_report_indexes" author="fineract">
<preConditions onFail="MARK_RAN">
<not><indexExists tableName="m_client_kyc" indexName="idx_client_kyc_pan_number"/></not>
</preConditions>
<createIndex tableName="m_client_kyc" indexName="idx_client_kyc_pan_number">
<column name="pan_number"/>
</createIndex>
</changeSet>
<changeSet id="0259_02_add_ckyc_uploaded_on_index" author="fineract">
<preConditions onFail="MARK_RAN">
<not><indexExists tableName="m_client_kyc" indexName="idx_client_kyc_ckyc_uploaded_on"/></not>
</preConditions>
<createIndex tableName="m_client_kyc" indexName="idx_client_kyc_ckyc_uploaded_on">
<column name="ckyc_uploaded_on"/>
</createIndex>
</changeSet>
<changeSet id="0259_03_add_client_mobile_index" author="fineract">
<preConditions onFail="MARK_RAN">
<not><indexExists tableName="m_client" indexName="idx_client_mobile_no"/></not>
</preConditions>
<createIndex tableName="m_client" indexName="idx_client_mobile_no">
<column name="mobile_no"/>
</createIndex>
</changeSet>
<changeSet id="0259_04_add_client_activation_office_index" author="fineract">
<preConditions onFail="MARK_RAN">
<not><indexExists tableName="m_client" indexName="idx_client_office_activation"/></not>
</preConditions>
<createIndex tableName="m_client" indexName="idx_client_office_activation">
<column name="office_id"/>
<column name="activation_date"/>
</createIndex>
</changeSet>
</databaseChangeLog>