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Add extended fields to ClientNonPersonDetails: authorizedSignatory, additionalInfo, dateOfRegistration

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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
2026-04-04 15:06:45 +05:30
co-authored by Claude Opus 4.6
parent 90c21d40c1
commit 87e132f93d
147 changed files with 422232 additions and 167 deletions
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fineract-provider/src/main/resources/application.properties
+2
View File
@@ -652,6 +652,8 @@ fineract.kyc.lincpay.path.aadhaar-generate-otp=${FINERACT_KYC_LINCPAY_PATH_AADHA
fineract.kyc.lincpay.path.aadhaar-verify-otp=${FINERACT_KYC_LINCPAY_PATH_AADHAAR_VERIFY_OTP:/aadhaar/verify-otp}
fineract.kyc.lincpay.path.pan-validate=${FINERACT_KYC_LINCPAY_PATH_PAN_VALIDATE:/validate-pan}
fineract.kyc.lincpay.path.gstin-validate=${FINERACT_KYC_LINCPAY_PATH_GSTIN_VALIDATE:/validate-gstn}
fineract.kyc.lincpay.path.cin-validate=${FINERACT_KYC_LINCPAY_PATH_CIN_VALIDATE:/validate-company}
fineract.kyc.lincpay.path.din-validate=${FINERACT_KYC_LINCPAY_PATH_DIN_VALIDATE:/validate-director}
# ── OpenProject Integration ──────────────────────────────────────────────────
# Set FINERACT_OPENPROJECT_API_TOKEN as env var in production.
fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml
+21
View File
@@ -247,4 +247,25 @@
<include file="parts/0226_add_cfcfrms_tables.xml" relativeToChangelogFile="true"/>
<include file="parts/0227_add_client_cif_number.xml" relativeToChangelogFile="true"/>
<include file="parts/0228_add_occupation_fields.xml" relativeToChangelogFile="true"/>
<include file="parts/0229_add_salutation_field.xml" relativeToChangelogFile="true"/>
<include file="parts/0230_add_client_form60.xml" relativeToChangelogFile="true"/>
<include file="parts/0231_add_menu_permissions.xml" relativeToChangelogFile="true"/>
<include file="parts/0232_add_pan_name_fields.xml" relativeToChangelogFile="true"/>
<include file="parts/0233_auto_verify_kyc_status.xml" relativeToChangelogFile="true"/>
<include file="parts/0234_add_monthly_income.xml" relativeToChangelogFile="true"/>
<include file="parts/0235_add_form60_purpose_code.xml" relativeToChangelogFile="true"/>
<include file="parts/0236_add_marital_status.xml" relativeToChangelogFile="true"/>
<include file="parts/0237_extend_family_members.xml" relativeToChangelogFile="true"/>
<include file="parts/0238_add_annual_turnover.xml" relativeToChangelogFile="true"/>
<include file="parts/0239_add_minor_guardian_nationality.xml" relativeToChangelogFile="true"/>
<include file="parts/0240_add_entity_classification_tables.xml" relativeToChangelogFile="true"/>
<include file="parts/0241_add_client_nominee_table.xml" relativeToChangelogFile="true"/>
<include file="parts/0242_add_marriage_authority.xml" relativeToChangelogFile="true"/>
<include file="parts/0243_add_nominee_identifier.xml" relativeToChangelogFile="true"/>
<include file="parts/0244_add_alternate_mobile.xml" relativeToChangelogFile="true"/>
<include file="parts/0245_add_address_client_fk_and_types.xml" relativeToChangelogFile="true"/>
<include file="parts/0246_add_kyc_extended_fields.xml" relativeToChangelogFile="true"/>
<include file="parts/0247_add_huf_client_classification.xml" relativeToChangelogFile="true"/>
<include file="parts/0248_add_cin_din_verification_fields.xml" relativeToChangelogFile="true"/>
<include file="parts/0249_add_non_person_extended_fields.xml" relativeToChangelogFile="true"/>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0226_add_cfcfrms_tables.xml
+12 -12
View File
@@ -39,7 +39,7 @@
<!-- ═══════════════════════════════════════════════════════════════════════
MySQL – m_cfcfrms_complaint_ticket
═══════════════════════════════════════════════════════════════════ -->
<changeSet author="fineract" id="1" context="mysql">
<changeSet author="fineract" id="0226-1" context="mysql">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_cfcfrms_complaint_ticket"/></not>
</preConditions>
@@ -110,7 +110,7 @@
</changeSet>
<!-- PostgreSQL – m_cfcfrms_complaint_ticket -->
<changeSet author="fineract" id="1" context="postgresql">
<changeSet author="fineract" id="0226-2" context="postgresql">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_cfcfrms_complaint_ticket"/></not>
</preConditions>
@@ -183,7 +183,7 @@
<!-- ═══════════════════════════════════════════════════════════════════════
MySQL – m_cfcfrms_complaint_audit_log
═══════════════════════════════════════════════════════════════════ -->
<changeSet author="fineract" id="2" context="mysql">
<changeSet author="fineract" id="0226-3" context="mysql">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_cfcfrms_complaint_audit_log"/></not>
</preConditions>
@@ -220,7 +220,7 @@
</changeSet>
<!-- PostgreSQL – m_cfcfrms_complaint_audit_log -->
<changeSet author="fineract" id="2" context="postgresql">
<changeSet author="fineract" id="0226-4" context="postgresql">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_cfcfrms_complaint_audit_log"/></not>
</preConditions>
@@ -259,7 +259,7 @@
<!-- ═══════════════════════════════════════════════════════════════════════
MySQL – m_cfcfrms_simulator_log
═══════════════════════════════════════════════════════════════════ -->
<changeSet author="fineract" id="3" context="mysql">
<changeSet author="fineract" id="0226-5" context="mysql">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_cfcfrms_simulator_log"/></not>
</preConditions>
@@ -299,7 +299,7 @@
</changeSet>
<!-- PostgreSQL – m_cfcfrms_simulator_log -->
<changeSet author="fineract" id="3" context="postgresql">
<changeSet author="fineract" id="0226-6" context="postgresql">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_cfcfrms_simulator_log"/></not>
</preConditions>
@@ -339,7 +339,7 @@
</changeSet>
<!-- Indexes -->
<changeSet author="fineract" id="4">
<changeSet author="fineract" id="0226-7">
<preConditions onFail="MARK_RAN">
<not><indexExists indexName="idx_cfcfrms_ticket_id"/></not>
</preConditions>
@@ -348,7 +348,7 @@
</createIndex>
</changeSet>
<changeSet author="fineract" id="5">
<changeSet author="fineract" id="0226-8">
<preConditions onFail="MARK_RAN">
<not><indexExists indexName="idx_cfcfrms_ticket_status"/></not>
</preConditions>
@@ -357,7 +357,7 @@
</createIndex>
</changeSet>
<changeSet author="fineract" id="6">
<changeSet author="fineract" id="0226-9">
<preConditions onFail="MARK_RAN">
<not><indexExists indexName="idx_cfcfrms_fraud_account"/></not>
</preConditions>
@@ -366,7 +366,7 @@
</createIndex>
</changeSet>
<changeSet author="fineract" id="7">
<changeSet author="fineract" id="0226-10">
<preConditions onFail="MARK_RAN">
<not><indexExists indexName="idx_cfcfrms_audit_ticket_id"/></not>
</preConditions>
@@ -375,7 +375,7 @@
</createIndex>
</changeSet>
<changeSet author="fineract" id="8">
<changeSet author="fineract" id="0226-11">
<preConditions onFail="MARK_RAN">
<not><indexExists indexName="idx_cfcfrms_sim_ref"/></not>
</preConditions>
@@ -387,7 +387,7 @@
<!-- ═══════════════════════════════════════════════════════════════════════
Permissions
═══════════════════════════════════════════════════════════════════ -->
<changeSet author="fineract" id="9">
<changeSet author="fineract" id="0226-12">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">
SELECT COUNT(*) FROM m_permission WHERE code = 'READ_CFCFRMS'
fineract-provider/src/main/resources/db/changelog/tenant/parts/0229_add_salutation_field.xml
+78
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@@ -0,0 +1,78 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- ==================== Add Salutation code ==================== -->
<changeSet author="fineract" id="0229-1">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_code WHERE code_name = 'Salutation'</sqlCheck>
</preConditions>
<insert tableName="m_code">
<column name="code_name" value="Salutation"/>
<column name="is_system_defined" valueBoolean="true"/>
</insert>
</changeSet>
<changeSet author="fineract" id="0229-2">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_code_value WHERE code_id = (SELECT id FROM m_code WHERE code_name = 'Salutation')</sqlCheck>
</preConditions>
<sql>
INSERT INTO m_code_value (code_id, code_value, order_position, is_active, is_mandatory)
SELECT id, val, pos, true, false FROM m_code
CROSS JOIN (VALUES
('Mr.', 1),
('Mrs.', 2),
('Ms.', 3),
('Miss', 4),
('Dr.', 5),
('Shri', 6),
('Smt.', 7)
) AS t(val, pos)
WHERE code_name = 'Salutation';
</sql>
</changeSet>
<!-- ==================== Add salutation_cv_id column to m_client ==================== -->
<changeSet author="fineract" id="0229-3">
<preConditions onFail="MARK_RAN">
<not><columnExists tableName="m_client" columnName="salutation_cv_id"/></not>
</preConditions>
<addColumn tableName="m_client">
<column name="salutation_cv_id" type="BIGINT">
<constraints nullable="true" />
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0229-4">
<preConditions onFail="MARK_RAN">
<not><foreignKeyConstraintExists foreignKeyName="FK_m_client_salutation_cv_id"/></not>
</preConditions>
<addForeignKeyConstraint baseTableName="m_client" baseColumnNames="salutation_cv_id"
referencedTableName="m_code_value" referencedColumnNames="id"
constraintName="FK_m_client_salutation_cv_id" />
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0230_add_client_form60.xml
+85
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@@ -0,0 +1,85 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- ==================== Create m_client_form60 table ==================== -->
<changeSet author="fineract" id="0230-1">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_form60"/></not>
</preConditions>
<createTable tableName="m_client_form60">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="full_name" type="VARCHAR(200)">
<constraints nullable="false"/>
</column>
<column name="date_of_birth" type="DATE"/>
<column name="father_name" type="VARCHAR(200)"/>
<column name="address" type="VARCHAR(500)"/>
<column name="transaction_type" type="VARCHAR(100)">
<constraints nullable="false"/>
</column>
<column name="transaction_amount" type="DECIMAL(19,6)"/>
<column name="estimated_total_income" type="DECIMAL(19,6)"/>
<column name="reason_for_no_pan" type="VARCHAR(200)"/>
<column name="declaration" type="BOOLEAN" defaultValueBoolean="false">
<constraints nullable="false"/>
</column>
<column name="submitted_on" type="DATE"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_form60" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_form60_client_id"/>
</changeSet>
<!-- ==================== Add permissions ==================== -->
<changeSet author="fineract" id="0230-2">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code = 'CREATE_CLIENTFORM60'</sqlCheck>
</preConditions>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="CREATE_CLIENTFORM60"/>
<column name="entity_name" value="CLIENTFORM60"/>
<column name="action_name" value="CREATE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="READ_CLIENTFORM60"/>
<column name="entity_name" value="CLIENTFORM60"/>
<column name="action_name" value="READ"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0231_add_menu_permissions.xml
+304
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@@ -0,0 +1,304 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- ==================== Heading Menu Permissions (Top Nav Bar) ==================== -->
<changeSet author="fineract" id="0231-1">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code = 'MENU_INSTITUTION'</sqlCheck>
</preConditions>
<!-- Row 1 — 11 items -->
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_INSTITUTION"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="INSTITUTION"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_TASKS"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="TASKS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_ACCOUNTING"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="ACCOUNTING"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_REPORTS"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="REPORTS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_ADMIN"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="ADMIN"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_SUB_LEDGER"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="SUB_LEDGER"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_GENERAL_LEDGER"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="GENERAL_LEDGER"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_CASHIER"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="CASHIER"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_OFFICER"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="OFFICER"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_DEPOSITS"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="DEPOSITS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_CLEARING"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="CLEARING"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<!-- Row 2 — 11 items -->
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_HRM"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="HRM"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_SHARE"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="SHARE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_OTHERS"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="OTHERS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_NPA"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="NPA"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_ADVANCES"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="ADVANCES"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_INSURANCE"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="INSURANCE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_RBI"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="RBI"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_DIGITAL"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="DIGITAL"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_CONFIG_WIZARD"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="CONFIG_WIZARD"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_CKYC_MGMT"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="CKYC_MGMT"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="heading_menu"/>
<column name="code" value="MENU_LETTER_MGMT"/>
<column name="entity_name" value="MENU"/>
<column name="action_name" value="LETTER_MGMT"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
</changeSet>
<!-- ==================== Left Panel Menu Permissions (Sidebar) ==================== -->
<changeSet author="fineract" id="0231-2">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code = 'SIDEBAR_DASHBOARD'</sqlCheck>
</preConditions>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_DASHBOARD"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="DASHBOARD"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_NAVIGATION"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="NAVIGATION"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_CKYC"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="CKYC"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_CALENDAR"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="CALENDAR"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_CHECKER_INBOX"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="CHECKER_INBOX"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_COLLECTION_SHEET"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="COLLECTION_SHEET"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_REMITTANCES"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="REMITTANCES"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_ANALYTICS"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="ANALYTICS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_CFCFRMS"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="CFCFRMS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_RBI_INTEGRATION"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="RBI_INTEGRATION"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_RBI_CIRCULARS"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="RBI_CIRCULARS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_NOTIFICATIONS"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="NOTIFICATIONS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_FREQUENT_POSTINGS"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="FREQUENT_POSTINGS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_JOURNAL_ENTRY"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="JOURNAL_ENTRY"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="sidebar_menu"/>
<column name="code" value="SIDEBAR_CHART_OF_ACCOUNTS"/>
<column name="entity_name" value="SIDEBAR"/>
<column name="action_name" value="CHART_OF_ACCOUNTS"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0232_add_pan_name_fields.xml
+37
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@@ -0,0 +1,37 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Add first_name and last_name from PAN verification response -->
<changeSet author="fineract" id="0232-1">
<preConditions onFail="MARK_RAN">
<not><columnExists tableName="m_client_kyc" columnName="pan_first_name"/></not>
</preConditions>
<addColumn tableName="m_client_kyc">
<column name="pan_first_name" type="VARCHAR(200)"/>
<column name="pan_last_name" type="VARCHAR(200)"/>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0233_auto_verify_kyc_status.xml
+55
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@@ -0,0 +1,55 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Auto-promote KYC status to VERIFIED (300) for Individual clients
that already have both PAN and Aadhaar verified -->
<changeSet author="fineract" id="0233-1" context="default">
<sql>
UPDATE m_client_kyc
SET kyc_status = 300,
verified_on = CURRENT_DATE
WHERE kyc_type = 1
AND pan_verified = true
AND aadhaar_verified = true
AND kyc_status != 300
AND kyc_status != 400;
</sql>
</changeSet>
<!-- Auto-promote KYC status to VERIFIED (300) for Non-Individual clients
that already have both PAN and GSTIN verified -->
<changeSet author="fineract" id="0233-2" context="default">
<sql>
UPDATE m_client_kyc
SET kyc_status = 300,
verified_on = CURRENT_DATE
WHERE kyc_type = 2
AND pan_verified = true
AND gstin_verified = true
AND kyc_status != 300
AND kyc_status != 400;
</sql>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0234_add_monthly_income.xml
+33
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@@ -0,0 +1,33 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0234-1" context="default">
<addColumn tableName="m_client">
<column name="monthly_income" type="DECIMAL(19,2)" defaultValue="null">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0235_add_form60_purpose_code.xml
+101
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@@ -0,0 +1,101 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Create the FORM_60_PURPOSE code -->
<changeSet author="fineract" id="0235-1" context="default">
<sql>
INSERT INTO m_code (code_name, is_system_defined)
SELECT 'FORM_60_PURPOSE', false
WHERE NOT EXISTS (SELECT 1 FROM m_code WHERE code_name = 'FORM_60_PURPOSE');
</sql>
</changeSet>
<!-- Insert all purpose values -->
<changeSet author="fineract" id="0235-2" context="default">
<sql>
INSERT INTO m_code_value (code_id, code_value, order_position, is_active, is_mandatory)
SELECT id, v.code_value, v.order_position, true, false
FROM m_code,
(VALUES
('Opening Bank Account', 1),
('Cash Deposit in Bank', 2),
('Cash Withdrawal from Bank', 3),
('Fixed Deposit / Term Deposit', 4),
('Recurring Deposit', 5),
('Purchase of Bank Draft / Pay Order / Bankers Cheque', 6),
('Credit Card Application', 7),
('Debit Card Application', 8),
('Loan Application', 9),
('Personal Loan', 10),
('Home Loan', 11),
('Vehicle Loan', 12),
('Education Loan', 13),
('Business Loan', 14),
('Agricultural Loan', 15),
('Gold Loan - New Loan', 16),
('Gold Loan - Renewal', 17),
('Gold Loan - Top Up', 18),
('Gold Loan - Closure / Settlement', 19),
('Gold Loan - Interest Payment', 20),
('Gold Loan - Partial Payment', 21),
('Gold Loan - Pledge of Gold Jewellery', 22),
('Gold Loan - Release of Gold Jewellery', 23),
('Loan Against Gold Coins', 24),
('Loan Against Gold Ornaments', 25),
('Agricultural Gold Loan', 26),
('Purchase of Motor Vehicle', 27),
('Purchase of Immovable Property', 28),
('Sale of Immovable Property', 29),
('Purchase of Securities / Shares', 30),
('Purchase of Mutual Funds', 31),
('Opening Demat Account', 32),
('Life Insurance Premium Payment', 33),
('Foreign Travel Payment', 34),
('Purchase of Foreign Currency / Forex', 35),
('Hotel or Restaurant Payment above prescribed limit', 36),
('Purchase of Goods or Services above prescribed limit', 37),
('Purchase of Gold Jewellery', 38),
('Purchase of Gold Coins', 39),
('Purchase of Gold Bullion', 40),
('Sale of Gold Jewellery', 41),
('Sale of Gold Coins', 42),
('Sale of Gold Bullion', 43),
('Gold Investment Purchase', 44),
('Sovereign Gold Bond Purchase', 45),
('Gold ETF Investment', 46),
('Digital Gold Purchase', 47),
('Gold Savings Scheme', 48),
('Gold Deposit Scheme', 49),
('Investment in Bonds / Debentures', 50),
('Opening Post Office Savings Account', 51),
('Opening Trading Account', 52),
('Large Cash Transaction', 53),
('High Value Financial Transaction', 54),
('Other Financial Transaction', 55)
) AS v(code_value, order_position)
WHERE m_code.code_name = 'FORM_60_PURPOSE';
</sql>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0236_add_marital_status.xml
+67
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@@ -0,0 +1,67 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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="0236_01_insert_marital_status_code" author="fineract">
<sql>
INSERT INTO m_code (code_name, is_system_defined)
SELECT 'MaritalStatus', false
WHERE NOT EXISTS (SELECT 1 FROM m_code WHERE code_name = 'MaritalStatus');
</sql>
</changeSet>
<changeSet id="0236_02_insert_marital_status_values" author="fineract">
<sql>
INSERT INTO m_code_value (code_id, code_value, order_position, is_active, is_mandatory)
SELECT c.id, v.code_value, v.order_position, true, false
FROM m_code c
CROSS JOIN (
VALUES
('Single', 1),
('Married', 2),
('Unmarried', 3),
('Divorced', 4),
('Widowed', 5),
('Separated', 6),
('Annulled', 7),
('Live-in Relationship', 8),
('Other', 9),
('Not Disclosed', 10)
) AS v(code_value, order_position)
WHERE c.code_name = 'MaritalStatus'
AND NOT EXISTS (
SELECT 1 FROM m_code_value cv
WHERE cv.code_id = c.id AND cv.code_value = v.code_value
);
</sql>
</changeSet>
<changeSet id="0236_03_add_marital_status_to_client" author="fineract">
<addColumn tableName="m_client">
<column name="marital_status_cv_id" type="BIGINT"/>
</addColumn>
<addForeignKeyConstraint baseTableName="m_client" baseColumnNames="marital_status_cv_id"
constraintName="fk_client_marital_status_cv"
referencedTableName="m_code_value" referencedColumnNames="id"/>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0237_extend_family_members.xml
+60
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@@ -0,0 +1,60 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Add new columns to m_family_members for CBS requirements -->
<changeSet author="fineract" id="0237-1" context="default">
<addColumn tableName="m_family_members">
<column name="aadhaar_number" type="VARCHAR(12)">
<constraints nullable="true"/>
</column>
<column name="pan_number" type="VARCHAR(10)">
<constraints nullable="true"/>
</column>
<column name="nationality" type="VARCHAR(50)">
<constraints nullable="true"/>
</column>
<column name="is_alive" type="BOOLEAN" defaultValueBoolean="true">
<constraints nullable="true"/>
</column>
<column name="linked_client_id" type="BIGINT">
<constraints nullable="true"/>
</column>
<column name="marriage_date" type="DATE">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<!-- FK for linked_client_id -->
<changeSet author="fineract" id="0237-2" context="default">
<addForeignKeyConstraint
baseTableName="m_family_members"
baseColumnNames="linked_client_id"
referencedTableName="m_client"
referencedColumnNames="id"
constraintName="fk_family_member_linked_client"
onDelete="SET NULL"/>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0238_add_annual_turnover.xml
+30
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@@ -0,0 +1,30 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0238-1" context="default">
<addColumn tableName="m_client">
<column name="annual_turnover" type="DECIMAL(19,2)" defaultValue="null"/>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0239_add_minor_guardian_nationality.xml
+90
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@@ -0,0 +1,90 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0239-1" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="nationality"/></not></preConditions>
<addColumn tableName="m_client">
<column name="nationality" type="VARCHAR(100)" defaultValue="null"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-2" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="is_minor"/></not></preConditions>
<addColumn tableName="m_client">
<column name="is_minor" type="BOOLEAN" defaultValueBoolean="false"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-3" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="guardian_client_id"/></not></preConditions>
<addColumn tableName="m_client">
<column name="guardian_client_id" type="BIGINT" defaultValue="null"/>
</addColumn>
<addForeignKeyConstraint baseTableName="m_client" baseColumnNames="guardian_client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="fk_client_guardian_client"/>
</changeSet>
<changeSet author="fineract" id="0239-4" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="guardian_relation"/></not></preConditions>
<addColumn tableName="m_client">
<column name="guardian_relation" type="VARCHAR(50)" defaultValue="null"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-5" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="dip_verified"/></not></preConditions>
<addColumn tableName="m_client">
<column name="dip_verified" type="BOOLEAN" defaultValueBoolean="false"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-6" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="dip_lookup_log_id"/></not></preConditions>
<addColumn tableName="m_client">
<column name="dip_lookup_log_id" type="BIGINT" defaultValue="null"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-7" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="dip_timestamp"/></not></preConditions>
<addColumn tableName="m_client">
<column name="dip_timestamp" type="VARCHAR(50)" defaultValue="null"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-8" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="name_verified"/></not></preConditions>
<addColumn tableName="m_client">
<column name="name_verified" type="BOOLEAN" defaultValueBoolean="false"/>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0239-9" context="default">
<preConditions onFail="MARK_RAN"><not><columnExists tableName="m_client" columnName="screening_log_id"/></not></preConditions>
<addColumn tableName="m_client">
<column name="screening_log_id" type="BIGINT" defaultValue="null"/>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0240_add_entity_classification_tables.xml
+300
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@@ -0,0 +1,300 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- ==================== 1. Startup India (DPIIT) ==================== -->
<changeSet author="fineract" id="0240-1">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_startup_india"/></not>
</preConditions>
<createTable tableName="m_client_startup_india">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="dpiit_recognition_number" type="VARCHAR(50)"/>
<column name="recognition_date" type="DATE"/>
<column name="certificate_expiry_date" type="DATE"/>
<column name="entity_stage" type="VARCHAR(30)"/>
<column name="sector_as_dpiit" type="VARCHAR(50)"/>
<column name="nic_industry_code" type="VARCHAR(20)"/>
<column name="tax_exemption_80iac" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="sidbi_fund" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="self_certification" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="fast_track_patent" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="govt_tender_exemption" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="credit_guarantee_cgss" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="psl_loan_limit" type="DECIMAL(19,2)"/>
<column name="psl_sub_category" type="VARCHAR(50)"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_startup_india" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_startup_india_client_id"/>
</changeSet>
<!-- ==================== 2. Mudra Borrower (PMMY) ==================== -->
<changeSet author="fineract" id="0240-2">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_mudra_borrower"/></not>
</preConditions>
<createTable tableName="m_client_mudra_borrower">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="mudra_category" type="VARCHAR(20)"/>
<column name="mudra_loan_account_no" type="VARCHAR(50)"/>
<column name="lending_institution_name" type="VARCHAR(100)"/>
<column name="sanctioned_amount" type="DECIMAL(19,2)"/>
<column name="disbursement_date" type="DATE"/>
<column name="loan_purpose" type="VARCHAR(50)"/>
<column name="mudra_card_number" type="VARCHAR(20)"/>
<column name="current_outstanding" type="DECIMAL(19,2)"/>
<column name="repayment_status" type="VARCHAR(30)"/>
<column name="npa_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_mudra_borrower" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_mudra_borrower_client_id"/>
</changeSet>
<!-- ==================== 3. Export Oriented Unit (EOU) ==================== -->
<changeSet author="fineract" id="0240-3">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_eou"/></not>
</preConditions>
<createTable tableName="m_client_eou">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="eou_registration_number" type="VARCHAR(50)"/>
<column name="registered_dc_zone" type="VARCHAR(50)"/>
<column name="bond_lut_number" type="VARCHAR(50)"/>
<column name="validity_from" type="DATE"/>
<column name="validity_to" type="DATE"/>
<column name="gstin_eou" type="VARCHAR(15)"/>
<column name="annual_export_obligation" type="DECIMAL(19,2)"/>
<column name="nfe_target" type="DECIMAL(19,2)"/>
<column name="softex_filing_status" type="VARCHAR(20)"/>
<column name="brc_submission_status" type="VARCHAR(20)"/>
<column name="ad_category_bank_code" type="VARCHAR(20)"/>
<column name="fema_declaration_date" type="DATE"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_eou" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_eou_client_id"/>
</changeSet>
<!-- ==================== 4. Import/Export (IEC / DGFT) ==================== -->
<changeSet author="fineract" id="0240-4">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_import_export"/></not>
</preConditions>
<createTable tableName="m_client_import_export">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="iec_code" type="VARCHAR(10)"/>
<column name="iec_issue_date" type="DATE"/>
<column name="iec_status" type="VARCHAR(20)"/>
<column name="trade_type" type="VARCHAR(30)"/>
<column name="primary_hs_code" type="VARCHAR(20)"/>
<column name="key_trading_countries" type="VARCHAR(200)"/>
<column name="ad_category_bank_code" type="VARCHAR(20)"/>
<column name="ecgc_policy_number" type="VARCHAR(50)"/>
<column name="ecgc_policy_expiry" type="DATE"/>
<column name="eefc_account_required" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="pcfc_facility_required" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="fema_declaration_obtained" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_import_export" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_import_export_client_id"/>
</changeSet>
<!-- ==================== 5. Priority Sector Lending (PSL) ==================== -->
<changeSet author="fineract" id="0240-5">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_priority_sector"/></not>
</preConditions>
<createTable tableName="m_client_priority_sector">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="psl_category" type="VARCHAR(30)"/>
<column name="psl_sub_category" type="VARCHAR(50)"/>
<column name="psl_loan_purpose_code" type="VARCHAR(10)"/>
<column name="psl_eligibility_basis" type="VARCHAR(100)"/>
<column name="fidd_reporting_code" type="VARCHAR(20)"/>
<column name="psl_sanctioned_limit" type="DECIMAL(19,2)"/>
<column name="msme_classification" type="VARCHAR(50)"/>
<column name="udyam_registration_number" type="VARCHAR(30)"/>
<column name="udyam_registration_date" type="DATE"/>
<column name="annual_turnover" type="DECIMAL(19,2)"/>
<column name="investment_plant_machinery" type="DECIMAL(19,2)"/>
<column name="weaker_section_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="sc_st_borrower_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="women_entrepreneur_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="minority_community_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_priority_sector" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_priority_sector_client_id"/>
</changeSet>
<!-- ==================== 6. Non-Priority Sector (NPS) ==================== -->
<changeSet author="fineract" id="0240-6">
<preConditions onFail="MARK_RAN">
<not><tableExists tableName="m_client_non_priority_sector"/></not>
</preConditions>
<createTable tableName="m_client_non_priority_sector">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="industry_sector" type="VARCHAR(50)"/>
<column name="nic_code" type="VARCHAR(10)"/>
<column name="industry_description" type="VARCHAR(200)"/>
<column name="annual_revenue_band" type="VARCHAR(30)"/>
<column name="risk_category" type="VARCHAR(20)"/>
<column name="customer_risk_score" type="INTEGER"/>
<column name="aml_risk_classification" type="VARCHAR(50)"/>
<column name="pep_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="aml_watchlist_match" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="adverse_media_flag" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_non_priority_sector" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="FK_m_client_non_priority_sector_client_id"/>
</changeSet>
<!-- ==================== 7. Permissions ==================== -->
<changeSet author="fineract" id="0240-7">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code = 'READ_ENTITYCLASSIFICATION'</sqlCheck>
</preConditions>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="READ_ENTITYCLASSIFICATION"/>
<column name="entity_name" value="ENTITYCLASSIFICATION"/>
<column name="action_name" value="READ"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="CREATE_ENTITYCLASSIFICATION"/>
<column name="entity_name" value="ENTITYCLASSIFICATION"/>
<column name="action_name" value="CREATE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="UPDATE_ENTITYCLASSIFICATION"/>
<column name="entity_name" value="ENTITYCLASSIFICATION"/>
<column name="action_name" value="UPDATE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
</changeSet>
<!-- Table 7: m_client_msme -->
<changeSet author="fineract" id="0240-8" context="default">
<preConditions onFail="MARK_RAN"><not><tableExists tableName="m_client_msme"/></not></preConditions>
<createTable tableName="m_client_msme">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="enabled" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="udyam_registration_number" type="VARCHAR(30)"/>
<column name="registration_date" type="DATE"/>
<column name="registration_status" type="VARCHAR(20)"/>
<column name="msme_classification" type="VARCHAR(20)"/>
<column name="enterprise_type" type="VARCHAR(30)"/>
<column name="nic_activity_code" type="VARCHAR(20)"/>
<column name="annual_turnover" type="DECIMAL(19,2)"/>
<column name="investment_plant_machinery" type="DECIMAL(19,2)"/>
<column name="financial_year_assessment" type="VARCHAR(10)"/>
<column name="social_category_owner" type="VARCHAR(30)"/>
<column name="gender_primary_owner" type="VARCHAR(20)"/>
<column name="no_of_employees" type="INTEGER"/>
<column name="women_led_enterprise" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="divyang_pwd_owned" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_msme" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="fk_msme_client_id"/>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0241_add_client_nominee_table.xml
+131
View File
@@ -0,0 +1,131 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0241-1" context="default">
<preConditions onFail="MARK_RAN"><not><tableExists tableName="m_client_nominee"/></not></preConditions>
<createTable tableName="m_client_nominee">
<column name="id" type="BIGINT" autoIncrement="true">
<constraints primaryKey="true" nullable="false"/>
</column>
<column name="client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="nominee_client_id" type="BIGINT">
<constraints nullable="false"/>
</column>
<column name="relationship_cv_id" type="BIGINT"/>
<column name="percentage_share" type="DECIMAL(5,2)"/>
<column name="is_active" type="BOOLEAN" defaultValueBoolean="true"/>
<column name="nominee_is_minor" type="BOOLEAN" defaultValueBoolean="false"/>
<column name="guardian_client_id" type="BIGINT"/>
<column name="guardian_relationship_cv_id" type="BIGINT"/>
<column name="effective_date" type="DATE"/>
<column name="remarks" type="VARCHAR(500)"/>
<column name="created_by" type="BIGINT"/>
<column name="created_on_utc" type="TIMESTAMP"/>
<column name="last_modified_by" type="BIGINT"/>
<column name="last_modified_on_utc" type="TIMESTAMP"/>
</createTable>
<addForeignKeyConstraint baseTableName="m_client_nominee" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="fk_nominee_client_id"/>
<addForeignKeyConstraint baseTableName="m_client_nominee" baseColumnNames="nominee_client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="fk_nominee_nominee_client_id"/>
<addForeignKeyConstraint baseTableName="m_client_nominee" baseColumnNames="guardian_client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="fk_nominee_guardian_client_id"/>
<addForeignKeyConstraint baseTableName="m_client_nominee" baseColumnNames="relationship_cv_id"
referencedTableName="m_code_value" referencedColumnNames="id"
constraintName="fk_nominee_relationship_cv"/>
<addForeignKeyConstraint baseTableName="m_client_nominee" baseColumnNames="guardian_relationship_cv_id"
referencedTableName="m_code_value" referencedColumnNames="id"
constraintName="fk_nominee_guardian_rel_cv"/>
</changeSet>
<!-- Add RELATIONSHIP code if not exists -->
<changeSet author="fineract" id="0241-2" context="default">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_code WHERE code_name = 'RELATIONSHIP'</sqlCheck>
</preConditions>
<insert tableName="m_code">
<column name="code_name" value="RELATIONSHIP"/>
<column name="is_system_defined" valueBoolean="true"/>
</insert>
</changeSet>
<!-- Add relationship code values -->
<changeSet author="fineract" id="0241-3" context="default">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_code_value cv JOIN m_code c ON c.id = cv.code_id WHERE c.code_name = 'RELATIONSHIP'</sqlCheck>
</preConditions>
<sql>
INSERT INTO m_code_value (code_id, code_value, order_position, is_active, is_mandatory)
SELECT c.id, v.val, v.pos, true, false
FROM m_code c
CROSS JOIN (VALUES
('FATHER', 1), ('MOTHER', 2), ('SPOUSE', 3), ('SON', 4), ('DAUGHTER', 5),
('BROTHER', 6), ('SISTER', 7), ('GRANDFATHER', 8), ('GRANDMOTHER', 9),
('UNCLE', 10), ('AUNT', 11), ('NEPHEW', 12), ('NIECE', 13),
('FATHER_IN_LAW', 14), ('MOTHER_IN_LAW', 15), ('FRIEND', 16), ('OTHER', 17)
) AS v(val, pos)
WHERE c.code_name = 'RELATIONSHIP';
</sql>
</changeSet>
<!-- Permissions -->
<changeSet author="fineract" id="0241-4" context="default">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">SELECT COUNT(*) FROM m_permission WHERE code = 'READ_CLIENTNOMINEE'</sqlCheck>
</preConditions>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="READ_CLIENTNOMINEE"/>
<column name="entity_name" value="CLIENTNOMINEE"/>
<column name="action_name" value="READ"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="CREATE_CLIENTNOMINEE"/>
<column name="entity_name" value="CLIENTNOMINEE"/>
<column name="action_name" value="CREATE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="UPDATE_CLIENTNOMINEE"/>
<column name="entity_name" value="CLIENTNOMINEE"/>
<column name="action_name" value="UPDATE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="DELETE_CLIENTNOMINEE"/>
<column name="entity_name" value="CLIENTNOMINEE"/>
<column name="action_name" value="DELETE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0242_add_marriage_authority.xml
+59
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@@ -0,0 +1,59 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Add marriage_authority column to m_family_members -->
<changeSet author="fineract" id="0242-1" context="default">
<addColumn tableName="m_family_members">
<column name="marriage_authority" type="VARCHAR(50)">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<!-- Add permissions for family member documents (using existing m_document infrastructure) -->
<changeSet author="fineract" id="0242-2" context="default">
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="READ_FAMILYMEMBERDOCUMENT"/>
<column name="entity_name" value="FAMILYMEMBERDOCUMENT"/>
<column name="action_name" value="READ"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="CREATE_FAMILYMEMBERDOCUMENT"/>
<column name="entity_name" value="FAMILYMEMBERDOCUMENT"/>
<column name="action_name" value="CREATE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
<insert tableName="m_permission">
<column name="grouping" value="portfolio"/>
<column name="code" value="DELETE_FAMILYMEMBERDOCUMENT"/>
<column name="entity_name" value="FAMILYMEMBERDOCUMENT"/>
<column name="action_name" value="DELETE"/>
<column name="can_maker_checker" valueBoolean="false"/>
</insert>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0243_add_nominee_identifier.xml
+47
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@@ -0,0 +1,47 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Add nominee_identifier, account_no, account_type to m_client_nominee -->
<changeSet author="fineract" id="0243-1" context="default">
<addColumn tableName="m_client_nominee">
<column name="nominee_identifier" type="VARCHAR(50)">
<constraints nullable="true" unique="true" uniqueConstraintName="uq_nominee_identifier"/>
</column>
<column name="account_no" type="VARCHAR(50)">
<constraints nullable="true"/>
</column>
<column name="account_type" type="VARCHAR(10)">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0243-2" context="default">
<createIndex tableName="m_client_nominee" indexName="idx_nominee_account_no_type">
<column name="account_no"/>
<column name="account_type"/>
</createIndex>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0244_add_alternate_mobile.xml
+58
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@@ -0,0 +1,58 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Add alternate mobile number and its DIP verification fields to m_client -->
<changeSet author="fineract" id="0244-1" context="default">
<addColumn tableName="m_client">
<column name="alternate_mobile_no" type="VARCHAR(50)">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0244-2" context="default">
<addColumn tableName="m_client">
<column name="alternate_dip_verified" type="BOOLEAN" defaultValueBoolean="false">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0244-3" context="default">
<addColumn tableName="m_client">
<column name="alternate_dip_lookup_log_id" type="BIGINT">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0244-4" context="default">
<addColumn tableName="m_client">
<column name="alternate_dip_timestamp" type="VARCHAR(50)">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0245_add_address_client_fk_and_types.xml
+155
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@@ -0,0 +1,155 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<!-- Add client_id FK column to m_address -->
<changeSet author="fineract" id="0245-1" context="default">
<addColumn tableName="m_address">
<column name="client_id" type="BIGINT">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0245-2" context="default">
<addForeignKeyConstraint baseTableName="m_address" baseColumnNames="client_id"
referencedTableName="m_client" referencedColumnNames="id"
constraintName="fk_m_address_client_id"
onDelete="SET NULL" onUpdate="CASCADE"/>
</changeSet>
<changeSet author="fineract" id="0245-3" context="default">
<createIndex tableName="m_address" indexName="idx_m_address_client_id">
<column name="client_id"/>
</createIndex>
</changeSet>
<!-- Backfill client_id from m_client_address join table for existing records -->
<changeSet author="fineract" id="0245-4" context="default">
<sql>
UPDATE m_address
SET client_id = ca.client_id
FROM m_client_address ca
WHERE m_address.id = ca.address_id
AND m_address.client_id IS NULL;
</sql>
</changeSet>
<!-- Seed ADDRESS_TYPE code values (code id=29) -->
<changeSet author="fineract" id="0245-5" context="default">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">
SELECT COUNT(*) FROM m_code_value WHERE code_id = 29
</sqlCheck>
</preConditions>
<insert tableName="m_code_value">
<column name="code_id" valueNumeric="29"/>
<column name="code_value" value="Permanent Address"/>
<column name="order_position" valueNumeric="1"/>
<column name="code_description" value="Permanent / Home address"/>
<column name="is_active" valueBoolean="true"/>
<column name="is_mandatory" valueBoolean="false"/>
</insert>
<insert tableName="m_code_value">
<column name="code_id" valueNumeric="29"/>
<column name="code_value" value="Current / Residential"/>
<column name="order_position" valueNumeric="2"/>
<column name="code_description" value="Current residential address"/>
<column name="is_active" valueBoolean="true"/>
<column name="is_mandatory" valueBoolean="false"/>
</insert>
<insert tableName="m_code_value">
<column name="code_id" valueNumeric="29"/>
<column name="code_value" value="Office / Work"/>
<column name="order_position" valueNumeric="3"/>
<column name="code_description" value="Office or workplace address"/>
<column name="is_active" valueBoolean="true"/>
<column name="is_mandatory" valueBoolean="false"/>
</insert>
<insert tableName="m_code_value">
<column name="code_id" valueNumeric="29"/>
<column name="code_value" value="Correspondence"/>
<column name="order_position" valueNumeric="4"/>
<column name="code_description" value="Correspondence / mailing address"/>
<column name="is_active" valueBoolean="true"/>
<column name="is_mandatory" valueBoolean="false"/>
</insert>
</changeSet>
<!-- Enable townVillage, countyDistrict and restore street in field configuration -->
<changeSet author="fineract" id="0245-6" context="default">
<sql>
UPDATE m_field_configuration SET is_enabled = true WHERE field = 'townVillage' AND entity = 'ADDRESS';
UPDATE m_field_configuration SET is_enabled = true WHERE field = 'countyDistrict' AND entity = 'ADDRESS';
</sql>
</changeSet>
<changeSet author="fineract" id="0245-7" context="default">
<preConditions onFail="MARK_RAN">
<sqlCheck expectedResult="0">
SELECT COUNT(*) FROM m_field_configuration WHERE entity = 'ADDRESS' AND field = 'street'
</sqlCheck>
</preConditions>
<insert tableName="m_field_configuration">
<column name="entity" value="ADDRESS"/>
<column name="subentity" value="CLIENT"/>
<column name="field" value="street"/>
<column name="is_enabled" valueBoolean="true"/>
<column name="is_mandatory" valueBoolean="false"/>
<column name="validation_regex" value=""/>
</insert>
</changeSet>
<!-- Add address_type_id FK column to m_address -->
<changeSet author="fineract" id="0245-8" context="default">
<preConditions onFail="MARK_RAN">
<not><columnExists tableName="m_address" columnName="address_type_id"/></not>
</preConditions>
<addColumn tableName="m_address">
<column name="address_type_id" type="INT">
<constraints nullable="true"/>
</column>
</addColumn>
</changeSet>
<changeSet author="fineract" id="0245-9" context="default">
<preConditions onFail="MARK_RAN">
<not><foreignKeyConstraintExists foreignKeyName="fk_m_address_address_type_id"/></not>
</preConditions>
<addForeignKeyConstraint baseTableName="m_address" baseColumnNames="address_type_id"
referencedTableName="m_code_value" referencedColumnNames="id"
constraintName="fk_m_address_address_type_id"/>
</changeSet>
<!-- Backfill address_type_id from m_client_address -->
<changeSet author="fineract" id="0245-10" context="default">
<sql>
UPDATE m_address
SET address_type_id = ca.address_type_id
FROM m_client_address ca
WHERE m_address.id = ca.address_id
AND m_address.address_type_id IS NULL;
</sql>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0246_add_kyc_extended_fields.xml
+104
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@@ -0,0 +1,104 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0246-0" context="mysql,mariadb,postgresql">
<comment>Widen pan_aadhaar_seeding_status from VARCHAR(5) to VARCHAR(20) to support LINKED/NOT_LINKED values</comment>
<modifyDataType tableName="m_client_kyc" columnName="pan_aadhaar_seeding_status" newDataType="VARCHAR(20)"/>
</changeSet>
<changeSet author="fineract" id="0246-1" context="mysql,mariadb,postgresql">
<comment>Add extended KYC fields: enterprise/non-individual, KYC document, AML/compliance, account status, Form 60/15</comment>
<!-- Enterprise / Non-Individual fields -->
<addColumn tableName="m_client_kyc">
<column name="enterprise_pan" type="VARCHAR(10)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="cin_number" type="VARCHAR(21)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="incorporation_date" type="DATE"/>
</addColumn>
<!-- KYC Document -->
<addColumn tableName="m_client_kyc">
<column name="kyc_document_name" type="VARCHAR(100)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="kyc_document_number" type="VARCHAR(50)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="kyc_doc_issue_date" type="DATE"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="kyc_doc_expiry_date" type="DATE"/>
</addColumn>
<!-- AML / Compliance flags -->
<addColumn tableName="m_client_kyc">
<column name="aml_check_status" type="VARCHAR(20)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="banned_entity_match" type="VARCHAR(10)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="willful_defaulter" type="VARCHAR(10)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="ecgc_sal_flag" type="VARCHAR(10)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="dormant_flag" type="VARCHAR(20)"/>
</addColumn>
<!-- Account status / Freeze -->
<addColumn tableName="m_client_kyc">
<column name="account_status" type="VARCHAR(20)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="freeze_reason" type="VARCHAR(200)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="freeze_authority" type="VARCHAR(100)"/>
</addColumn>
<!-- Form 60 / Form 15G/15H -->
<addColumn tableName="m_client_kyc">
<column name="form60_type" type="VARCHAR(20)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="form60_date" type="DATE"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="form15_applicable" type="BOOLEAN"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="form15_type" type="VARCHAR(10)"/>
</addColumn>
<addColumn tableName="m_client_kyc">
<column name="form15_fy" type="VARCHAR(10)"/>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0247_add_huf_client_classification.xml
+35
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@@ -0,0 +1,35 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0247-1" context="default">
<insert tableName="m_code_value">
<column name="code_id" valueNumeric="17"/>
<column name="code_value" value="HUF (Hindu Undivided Family)"/>
<column name="code_description" value="Hindu Undivided Family"/>
<column name="order_position" valueNumeric="1"/>
<column name="is_active" valueBoolean="true"/>
<column name="is_mandatory" valueBoolean="false"/>
</insert>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0248_add_cin_din_verification_fields.xml
+38
View File
@@ -0,0 +1,38 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0248-1" context="default">
<addColumn tableName="m_client_kyc">
<column name="cin_verified" type="boolean" defaultValueBoolean="false">
<constraints nullable="false"/>
</column>
<column name="cin_verified_on" type="date"/>
<column name="din_number" type="varchar(8)"/>
<column name="din_verified" type="boolean" defaultValueBoolean="false">
<constraints nullable="false"/>
</column>
<column name="din_verified_on" type="date"/>
</addColumn>
</changeSet>
</databaseChangeLog>
fineract-provider/src/main/resources/db/changelog/tenant/parts/0249_add_non_person_extended_fields.xml
+32
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@@ -0,0 +1,32 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
-->
<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-4.13.xsd">
<changeSet author="fineract" id="0249-1" context="default">
<addColumn tableName="m_client_non_person">
<column name="authorized_signatory" type="varchar(500)"/>
<column name="additional_info" type="varchar(500)"/>
<column name="date_of_registration" type="date"/>
</addColumn>
</changeSet>
</databaseChangeLog>