feat: accounts list — active-only filter, date range & as-on-date search (backend)

- SearchParameters: added fromDate, toDate, asOnDate (LocalDate) fields with hasX() helpers
- SavingsAccountsApiResource: added status, fromDate, toDate, asOnDate query params
- SavingsAccountReadPlatformServiceImpl: resolveStatusEnum(), date filters on activatedon_date, default ORDER BY id DESC
- CurrentAccountsApiResource + service: same filters on ca.status_enum and ca.activatedon_date
- DepositAccountReadPlatformService (interface): new retrieveAllPaged overload with date/status params
- DepositAccountReadPlatformServiceImpl: resolveStatusEnum(), date filters, default ORDER BY id DESC for FD/RD
- FixedDepositAccountsApiResource + RecurringDepositAccountsApiResource: pass new params to service

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

fineract-core/src/main/java/org/apache/fineract/infrastructure/core/service/SearchParameters.java

@@ -18,6 +18,7 @@
  */
 package org.apache.fineract.infrastructure.core.service;
 
+import java.time.LocalDate;
 import lombok.AccessLevel;
 import lombok.AllArgsConstructor;
 import lombok.Builder;
@@ -58,6 +59,21 @@ public class SearchParameters {
     @Getter(AccessLevel.NONE)
     private Boolean isSelfUser;
     private Integer legalForm;
+    private LocalDate fromDate;
+    private LocalDate toDate;
+    private LocalDate asOnDate;
+
+    public boolean hasFromDate() {
+        return this.fromDate != null;
+    }
+
+    public boolean hasToDate() {
+        return this.toDate != null;
+    }
+
+    public boolean hasAsOnDate() {
+        return this.asOnDate != null;
+    }
 
     public Integer getLimit() {
         if (limit == null) {

fineract-current-product/src/main/java/org/apache/fineract/portfolio/currentaccount/service/CurrentAccountReadPlatformService.java

@@ -18,6 +18,7 @@
  */
 package org.apache.fineract.portfolio.currentaccount.service;
 
+import java.time.LocalDate;
 import java.util.List;
 import java.util.Map;
 
@@ -28,4 +29,7 @@ public interface CurrentAccountReadPlatformService {
     List<Map<String, Object>> retrieveAll();
 
     List<Map<String, Object>> retrieveAll(Integer offset, Integer limit, String accountNo, String clientName);
+
+    List<Map<String, Object>> retrieveAll(Integer offset, Integer limit, String accountNo, String clientName,
+            String status, LocalDate fromDate, LocalDate toDate, LocalDate asOnDate);
 }

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/api/CurrentAccountsApiResource.java

@@ -38,6 +38,7 @@ import jakarta.ws.rs.core.UriInfo;
 import com.google.gson.Gson;
 import com.google.gson.GsonBuilder;
 import com.google.gson.JsonParser;
+import java.time.LocalDate;
 import java.util.List;
 import java.util.Map;
 import lombok.RequiredArgsConstructor;
@@ -103,10 +104,18 @@ public class CurrentAccountsApiResource {
             @QueryParam("orderBy") final String orderBy,
             @QueryParam("sortOrder") final String sortOrder,
             @QueryParam("accountNo") @Parameter(description = "accountNo") final String accountNo,
-            @QueryParam("clientName") @Parameter(description = "clientName") final String clientName) {
+            @QueryParam("clientName") @Parameter(description = "clientName") final String clientName,
+            @QueryParam("status") @Parameter(description = "status") final String status,
+            @QueryParam("fromDate") @Parameter(description = "fromDate (YYYY-MM-DD)") final String fromDate,
+            @QueryParam("toDate") @Parameter(description = "toDate (YYYY-MM-DD)") final String toDate,
+            @QueryParam("asOnDate") @Parameter(description = "asOnDate (YYYY-MM-DD)") final String asOnDate) {
 
         context.authenticatedUser().validateHasReadPermission(DepositsApiConstants.CURRENT_ACCOUNT_RESOURCE_NAME);
-        final List<Map<String, Object>> accounts = currentAccountReadPlatformService.retrieveAll(offset, limit, accountNo, clientName);
+        final List<Map<String, Object>> accounts = currentAccountReadPlatformService.retrieveAll(offset, limit, accountNo, clientName,
+                status,
+                fromDate != null ? LocalDate.parse(fromDate) : null,
+                toDate != null ? LocalDate.parse(toDate) : null,
+                asOnDate != null ? LocalDate.parse(asOnDate) : null);
         return GSON.toJson(accounts);
     }
 

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/api/FixedDepositAccountsApiResource.java

@@ -43,6 +43,7 @@ import jakarta.ws.rs.core.Response;
 import jakarta.ws.rs.core.UriInfo;
 import java.io.InputStream;
 import java.math.BigDecimal;
+import java.time.LocalDate;
 import java.util.Arrays;
 import java.util.Collection;
 import java.util.HashMap;
@@ -161,7 +162,11 @@ public class FixedDepositAccountsApiResource {
             @QueryParam("orderBy") @Parameter(description = "orderBy") final String orderBy,
             @QueryParam("sortOrder") @Parameter(description = "sortOrder") final String sortOrder,
             @QueryParam("accountNo") @Parameter(description = "accountNo") final String accountNo,
-            @QueryParam("clientName") @Parameter(description = "clientName") final String clientName) {
+            @QueryParam("clientName") @Parameter(description = "clientName") final String clientName,
+            @QueryParam("status") @Parameter(description = "status") final String status,
+            @QueryParam("fromDate") @Parameter(description = "fromDate (YYYY-MM-DD)") final String fromDate,
+            @QueryParam("toDate") @Parameter(description = "toDate (YYYY-MM-DD)") final String toDate,
+            @QueryParam("asOnDate") @Parameter(description = "asOnDate (YYYY-MM-DD)") final String asOnDate) {
 
         this.context.authenticatedUser().validateHasReadPermission(DepositsApiConstants.FIXED_DEPOSIT_ACCOUNT_RESOURCE_NAME);
         sqlValidator.validate(orderBy);
@@ -172,7 +177,11 @@ public class FixedDepositAccountsApiResource {
 
         if (paginationParameters.isPaged()) {
             final Page<DepositAccountData> account = this.depositAccountReadPlatformService
-                    .retrieveAllPaged(DepositAccountType.FIXED_DEPOSIT, paginationParameters, accountNo, clientName);
+                    .retrieveAllPaged(DepositAccountType.FIXED_DEPOSIT, paginationParameters, accountNo, clientName,
+                            status,
+                            fromDate != null ? LocalDate.parse(fromDate) : null,
+                            toDate != null ? LocalDate.parse(toDate) : null,
+                            asOnDate != null ? LocalDate.parse(asOnDate) : null);
             return this.toApiJsonSerializer.serialize(settings, account,
                     DepositsApiConstants.FIXED_DEPOSIT_ACCOUNT_RESPONSE_DATA_PARAMETERS);
         }

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/api/RecurringDepositAccountsApiResource.java

@@ -43,6 +43,7 @@ import jakarta.ws.rs.core.MediaType;
 import jakarta.ws.rs.core.Response;
 import jakarta.ws.rs.core.UriInfo;
 import java.io.InputStream;
+import java.time.LocalDate;
 import java.util.Arrays;
 import java.util.Collection;
 import java.util.HashMap;
@@ -142,7 +143,11 @@ public class RecurringDepositAccountsApiResource {
             @QueryParam("orderBy") @Parameter(description = "orderBy") final String orderBy,
             @QueryParam("sortOrder") @Parameter(description = "sortOrder") final String sortOrder,
             @QueryParam("accountNo") @Parameter(description = "accountNo") final String accountNo,
-            @QueryParam("clientName") @Parameter(description = "clientName") final String clientName) {
+            @QueryParam("clientName") @Parameter(description = "clientName") final String clientName,
+            @QueryParam("status") @Parameter(description = "status") final String status,
+            @QueryParam("fromDate") @Parameter(description = "fromDate (YYYY-MM-DD)") final String fromDate,
+            @QueryParam("toDate") @Parameter(description = "toDate (YYYY-MM-DD)") final String toDate,
+            @QueryParam("asOnDate") @Parameter(description = "asOnDate (YYYY-MM-DD)") final String asOnDate) {
 
         this.context.authenticatedUser().validateHasReadPermission(DepositsApiConstants.RECURRING_DEPOSIT_ACCOUNT_RESOURCE_NAME);
         sqlValidator.validate(orderBy);
@@ -153,7 +158,11 @@ public class RecurringDepositAccountsApiResource {
 
         if (paginationParameters.isPaged()) {
             final Page<DepositAccountData> account = this.depositAccountReadPlatformService
-                    .retrieveAllPaged(DepositAccountType.RECURRING_DEPOSIT, paginationParameters, accountNo, clientName);
+                    .retrieveAllPaged(DepositAccountType.RECURRING_DEPOSIT, paginationParameters, accountNo, clientName,
+                            status,
+                            fromDate != null ? LocalDate.parse(fromDate) : null,
+                            toDate != null ? LocalDate.parse(toDate) : null,
+                            asOnDate != null ? LocalDate.parse(asOnDate) : null);
             return this.toApiJsonSerializer.serialize(settings, account,
                     DepositsApiConstants.RECURRING_DEPOSIT_ACCOUNT_RESPONSE_DATA_PARAMETERS);
         }

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/api/SavingsAccountsApiResource.java

@@ -40,6 +40,7 @@ import jakarta.ws.rs.core.MediaType;
 import jakarta.ws.rs.core.Response;
 import jakarta.ws.rs.core.UriInfo;
 import java.io.InputStream;
+import java.time.LocalDate;
 import java.util.Arrays;
 import java.util.Collection;
 import java.util.Set;
@@ -133,7 +134,11 @@ public class SavingsAccountsApiResource {
             @QueryParam("sortOrder") @Parameter(description = "sortOrder") final String sortOrder,
             @QueryParam("accountNo") @Parameter(description = "accountNo") final String accountNo,
             @QueryParam("clientName") @Parameter(description = "clientName") final String clientName,
-            @QueryParam("depositType") @Parameter(description = "depositType") final Integer depositType) {
+            @QueryParam("depositType") @Parameter(description = "depositType") final Integer depositType,
+            @QueryParam("status") @Parameter(description = "status") final String status,
+            @QueryParam("fromDate") @Parameter(description = "fromDate (YYYY-MM-DD)") final String fromDate,
+            @QueryParam("toDate") @Parameter(description = "toDate (YYYY-MM-DD)") final String toDate,
+            @QueryParam("asOnDate") @Parameter(description = "asOnDate (YYYY-MM-DD)") final String asOnDate) {
 
         context.authenticatedUser().validateHasReadPermission(SavingsApiConstants.SAVINGS_ACCOUNT_RESOURCE_NAME);
 
@@ -141,7 +146,12 @@ public class SavingsAccountsApiResource {
         sqlValidator.validate(sortOrder);
         sqlValidator.validate(externalId);
         final SearchParameters searchParameters = SearchParameters.builder().limit(limit).externalId(externalId).offset(offset)
-                .orderBy(orderBy).sortOrder(sortOrder).accountNo(accountNo).name(clientName).depositType(depositType).build();
+                .orderBy(orderBy).sortOrder(sortOrder).accountNo(accountNo).name(clientName).depositType(depositType)
+                .status(status)
+                .fromDate(fromDate != null ? LocalDate.parse(fromDate) : null)
+                .toDate(toDate != null ? LocalDate.parse(toDate) : null)
+                .asOnDate(asOnDate != null ? LocalDate.parse(asOnDate) : null)
+                .build();
 
         final Page<SavingsAccountData> products = savingsAccountReadPlatformService.retrieveAll(searchParameters);
 

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/CurrentAccountReadPlatformServiceImpl.java

@@ -22,6 +22,7 @@ import java.math.BigDecimal;
 import java.sql.ResultSet;
 import java.sql.ResultSetMetaData;
 import java.sql.SQLException;
+import java.time.LocalDate;
 import java.util.ArrayList;
 import java.util.LinkedHashMap;
 import java.util.List;
@@ -230,6 +231,13 @@ public class CurrentAccountReadPlatformServiceImpl implements CurrentAccountRead
     @Override
     public List<Map<String, Object>> retrieveAll(final Integer offset, final Integer limit, final String accountNo,
             final String clientName) {
+        return retrieveAll(offset, limit, accountNo, clientName, null, null, null, null);
+    }
+
+    @Override
+    public List<Map<String, Object>> retrieveAll(final Integer offset, final Integer limit, final String accountNo,
+            final String clientName, final String status, final LocalDate fromDate, final LocalDate toDate,
+            final LocalDate asOnDate) {
         final StringBuilder sqlBuilder = new StringBuilder(BASE_SQL);
         final List<Object> params = new ArrayList<>();
         boolean hasWhere = false;
@@ -246,6 +254,35 @@ public class CurrentAccountReadPlatformServiceImpl implements CurrentAccountRead
             params.add("%" + clientName + "%");
             hasWhere = true;
         }
+        if (StringUtils.isNotBlank(status)) {
+            final Integer statusEnum = resolveStatusEnum(status);
+            if (statusEnum != null) {
+                sqlBuilder.append(hasWhere ? " AND " : " WHERE ");
+                sqlBuilder.append("ca.status_enum = ?");
+                params.add(statusEnum);
+                hasWhere = true;
+            }
+        }
+        if (fromDate != null) {
+            sqlBuilder.append(hasWhere ? " AND " : " WHERE ");
+            sqlBuilder.append("ca.activatedon_date >= ?");
+            params.add(fromDate);
+            hasWhere = true;
+        }
+        if (toDate != null) {
+            sqlBuilder.append(hasWhere ? " AND " : " WHERE ");
+            sqlBuilder.append("ca.activatedon_date <= ?");
+            params.add(toDate);
+            hasWhere = true;
+        }
+        if (asOnDate != null) {
+            sqlBuilder.append(hasWhere ? " AND " : " WHERE ");
+            sqlBuilder.append("ca.activatedon_date <= ?");
+            params.add(asOnDate);
+        }
+
+        sqlBuilder.append(" ORDER BY ca.id DESC");
+
         if (limit != null && limit > 0) {
             sqlBuilder.append(" LIMIT ?");
             params.add(limit);
@@ -266,6 +303,27 @@ public class CurrentAccountReadPlatformServiceImpl implements CurrentAccountRead
         return result;
     }
 
+    private Integer resolveStatusEnum(final String status) {
+        if (status == null) {
+            return null;
+        }
+        return switch (status.toLowerCase()) {
+            case "active" -> 300;
+            case "approved" -> 200;
+            case "submitted", "submittedandpendingapproval" -> 100;
+            case "withdrawn" -> 400;
+            case "rejected" -> 500;
+            case "closed" -> 600;
+            default -> {
+                try {
+                    yield Integer.parseInt(status);
+                } catch (NumberFormatException e) {
+                    yield null;
+                }
+            }
+        };
+    }
+
     private Map<String, Object> buildStructuredResponse(Map<String, Object> row) {
         Map<String, Object> out = new LinkedHashMap<>();
 

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/DepositAccountReadPlatformService.java

@@ -18,6 +18,7 @@
  */
 package org.apache.fineract.portfolio.savings.service;
 
+import java.time.LocalDate;
 import java.util.Collection;
 import java.util.Map;
 import org.apache.fineract.infrastructure.core.data.PaginationParameters;
@@ -36,6 +37,9 @@ public interface DepositAccountReadPlatformService {
     Page<DepositAccountData> retrieveAllPaged(DepositAccountType depositAccountType, PaginationParameters paginationParameters,
             String accountNo, String clientName);
 
+    Page<DepositAccountData> retrieveAllPaged(DepositAccountType depositAccountType, PaginationParameters paginationParameters,
+            String accountNo, String clientName, String status, LocalDate fromDate, LocalDate toDate, LocalDate asOnDate);
+
     Collection<DepositAccountData> retrieveAllForLookup(DepositAccountType depositAccountType);
 
     DepositAccountData retrieveOne(DepositAccountType depositAccountType, Long accountId);

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/DepositAccountReadPlatformServiceImpl.java

@@ -187,6 +187,13 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
     @Override
     public Page<DepositAccountData> retrieveAllPaged(final DepositAccountType depositAccountType,
             final PaginationParameters paginationParameters, final String accountNo, final String clientName) {
+        return retrieveAllPaged(depositAccountType, paginationParameters, accountNo, clientName, null, null, null, null);
+    }
+
+    @Override
+    public Page<DepositAccountData> retrieveAllPaged(final DepositAccountType depositAccountType,
+            final PaginationParameters paginationParameters, final String accountNo, final String clientName,
+            final String status, final LocalDate fromDate, final LocalDate toDate, final LocalDate asOnDate) {
 
         this.paginationParametersDataValidator.validateParameterValues(paginationParameters, supportedOrderByValues,
                 depositAccountType.resourceName());
@@ -203,6 +210,7 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
 
         final List<Object> params = new ArrayList<>();
         params.add(depositAccountType.getValue());
+
         if (StringUtils.isNotBlank(accountNo)) {
             sqlBuilder.append(" and sa.account_no like ? ");
             params.add("%" + accountNo + "%");
@@ -211,11 +219,57 @@ public class DepositAccountReadPlatformServiceImpl implements DepositAccountRead
             sqlBuilder.append(" and c.display_name like ? ");
             params.add("%" + clientName + "%");
         }
-        sqlBuilder.append(paginationParameters.paginationSql());
+        if (StringUtils.isNotBlank(status)) {
+            final Integer statusEnum = resolveStatusEnum(status);
+            if (statusEnum != null) {
+                sqlBuilder.append(" and sa.status_enum = ? ");
+                params.add(statusEnum);
+            }
+        }
+        if (fromDate != null) {
+            sqlBuilder.append(" and sa.activatedon_date >= ? ");
+            params.add(fromDate);
+        }
+        if (toDate != null) {
+            sqlBuilder.append(" and sa.activatedon_date <= ? ");
+            params.add(toDate);
+        }
+        if (asOnDate != null) {
+            sqlBuilder.append(" and sa.activatedon_date <= ? ");
+            params.add(asOnDate);
+        }
+
+        if (paginationParameters.hasOrderBy()) {
+            sqlBuilder.append(paginationParameters.paginationSql());
+        } else {
+            sqlBuilder.append(" order by sa.id desc ");
+            sqlBuilder.append(paginationParameters.limitSql());
+        }
 
         return this.paginationHelper.fetchPage(this.jdbcTemplate, sqlBuilder.toString(), params.toArray(), depositAccountMapper);
     }
 
+    private Integer resolveStatusEnum(final String status) {
+        if (status == null) {
+            return null;
+        }
+        return switch (status.toLowerCase()) {
+            case "active" -> 300;
+            case "approved" -> 200;
+            case "submitted", "submittedandpendingapproval" -> 100;
+            case "withdrawn" -> 400;
+            case "rejected" -> 500;
+            case "closed" -> 600;
+            default -> {
+                try {
+                    yield Integer.parseInt(status);
+                } catch (NumberFormatException e) {
+                    yield null;
+                }
+            }
+        };
+    }
+
     @Override
     public Collection<DepositAccountData> retrieveAllForLookup(final DepositAccountType depositAccountType) {
 

fineract-provider/src/main/java/org/apache/fineract/portfolio/savings/service/SavingsAccountReadPlatformServiceImpl.java

@@ -166,15 +166,17 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
         sqlBuilder.append(" join m_office o on o.id = c.office_id");
         sqlBuilder.append(" where o.hierarchy like ?");
 
-        final Object[] objectArray = new Object[10];
+        final Object[] objectArray = new Object[15];
         objectArray[0] = hierarchySearchString;
         int arrayPos = 1;
         if (searchParameters != null) {
 
             if (StringUtils.isNotBlank(searchParameters.getStatus())) {
-                sqlBuilder.append(" and sa.status_enum = ?");
+                final Integer statusEnum = resolveStatusEnum(searchParameters.getStatus());
-                objectArray[arrayPos] = Integer.parseInt(searchParameters.getStatus());
+                if (statusEnum != null) {
-                arrayPos = arrayPos + 1;
+                    sqlBuilder.append(" and sa.status_enum = ?");
+                    objectArray[arrayPos++] = statusEnum;
+                }
             }
 
             if (StringUtils.isNotBlank(searchParameters.getExternalId())) {
@@ -198,6 +200,18 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
                 sqlBuilder.append(" and sa.deposit_type_enum = ?");
                 objectArray[arrayPos++] = searchParameters.getDepositType();
             }
+            if (searchParameters.hasFromDate()) {
+                sqlBuilder.append(" and sa.activatedon_date >= ?");
+                objectArray[arrayPos++] = searchParameters.getFromDate();
+            }
+            if (searchParameters.hasToDate()) {
+                sqlBuilder.append(" and sa.activatedon_date <= ?");
+                objectArray[arrayPos++] = searchParameters.getToDate();
+            }
+            if (searchParameters.hasAsOnDate()) {
+                sqlBuilder.append(" and sa.activatedon_date <= ?");
+                objectArray[arrayPos++] = searchParameters.getAsOnDate();
+            }
             if (searchParameters.hasOrderBy()) {
                 sqlBuilder.append(" order by ").append(searchParameters.getOrderBy());
                 this.columnValidator.validateSqlInjection(sqlBuilder.toString(), searchParameters.getOrderBy());
@@ -206,6 +220,8 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
                     sqlBuilder.append(' ').append(searchParameters.getSortOrder());
                     this.columnValidator.validateSqlInjection(sqlBuilder.toString(), searchParameters.getSortOrder());
                 }
+            } else {
+                sqlBuilder.append(" order by sa.id desc");
             }
 
             if (searchParameters.hasLimit()) {
@@ -221,6 +237,27 @@ public class SavingsAccountReadPlatformServiceImpl implements SavingsAccountRead
         return this.paginationHelper.fetchPage(this.jdbcTemplate, sqlBuilder.toString(), finalObjectArray, this.savingAccountMapper);
     }
 
+    private Integer resolveStatusEnum(final String status) {
+        if (status == null) {
+            return null;
+        }
+        return switch (status.toLowerCase()) {
+            case "active" -> 300;
+            case "approved" -> 200;
+            case "submitted", "submittedandpendingapproval" -> 100;
+            case "withdrawn" -> 400;
+            case "rejected" -> 500;
+            case "closed" -> 600;
+            default -> {
+                try {
+                    yield Integer.parseInt(status);
+                } catch (NumberFormatException e) {
+                    yield null;
+                }
+            }
+        };
+    }
+
     @Override
     public SavingsAccountData retrieveOne(final Long accountId) {