feat(cashier): implement expected balance for logged-in cashier, settlement checks, and reconciliation rules

fineract-provider/src/main/java/org/apache/fineract/portfolio/cashreconciliation/api/CashReconciliationApiResource.java

@@ -157,6 +157,61 @@ public class CashReconciliationApiResource {
         return gson.toJson(result);
     }
 
+    /**
+     * GET /cashreconciliation/expected/me
+     * Same as /expected but auto-detects cashierId from the authenticated user.
+     */
+    @GET
+    @Path("expected/me")
+    public String getExpectedForMe(@QueryParam("asOfDate") String asOfDate) {
+        context.authenticatedUser().validateHasPermissionTo("READ_CASHRECONCILIATION");
+        final String dateFilter = (asOfDate != null && !asOfDate.isBlank()) ? asOfDate : LocalDate.now().toString();
+        Long appUserId;
+        try {
+            appUserId = context.authenticatedUser().getId();
+        } catch (Exception e) {
+            throw new PlatformDataIntegrityException("error.msg.cashreconciliation.not.authenticated", "Not authenticated.");
+        }
+        Long cashierId;
+        try {
+            cashierId = jdbcTemplate.queryForObject(
+                    "SELECT mc.id FROM m_cashiers mc JOIN m_staff ms ON ms.id = mc.staff_id JOIN m_appuser au ON au.staff_id = ms.id WHERE au.id = ?",
+                    Long.class, appUserId);
+        } catch (Exception e) {
+            Map<String, Object> empty = new LinkedHashMap<>();
+            empty.put("cashierId", null);
+            empty.put("asOfDate", dateFilter);
+            empty.put("expectedTotal", java.math.BigDecimal.ZERO);
+            empty.put("denominations", new ArrayList<>());
+            return gson.toJson(empty);
+        }
+        // Delegate to the existing /expected logic
+        return getExpected(cashierId, dateFilter);
+    }
+
+    /**
+     * GET /cashreconciliation/check?cashierId=X&date=yyyy-MM-dd
+     * Returns whether reconciliation has been done today for a cashier.
+     */
+    @GET
+    @Path("check")
+    public String check(@QueryParam("cashierId") Long cashierId, @QueryParam("date") String date) {
+        context.authenticatedUser().validateHasPermissionTo("READ_CASHRECONCILIATION");
+        if (cashierId == null) {
+            throw new PlatformDataIntegrityException("error.msg.cashreconciliation.cashier.required",
+                    "cashierId query param is required.");
+        }
+        final String reconDate = (date != null && !date.isBlank()) ? date : LocalDate.now().toString();
+        Integer count = jdbcTemplate.queryForObject(
+                "SELECT COUNT(*) FROM m_cash_reconciliation WHERE cashier_id = ? AND recon_date = CAST(? AS DATE)",
+                Integer.class, cashierId, reconDate);
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("cashierId", cashierId);
+        result.put("date", reconDate);
+        result.put("reconciled", count != null && count > 0);
+        return gson.toJson(result);
+    }
+
     @POST
     @Transactional
     public String create(String body) {

fineract-provider/src/main/java/org/apache/fineract/portfolio/cashsettlement/api/CashSettlementApiResource.java

@@ -11,6 +11,7 @@ import jakarta.ws.rs.POST;
 import jakarta.ws.rs.Path;
 import jakarta.ws.rs.PathParam;
 import jakarta.ws.rs.Produces;
+import jakarta.ws.rs.QueryParam;
 import jakarta.ws.rs.core.MediaType;
 import java.math.BigDecimal;
 import java.time.LocalDate;
@@ -22,6 +23,7 @@ import java.util.Map;
 import java.util.stream.Collectors;
 import lombok.RequiredArgsConstructor;
 import org.apache.fineract.infrastructure.core.exception.PlatformDataIntegrityException;
+import org.springframework.jdbc.core.JdbcTemplate;
 import org.apache.fineract.infrastructure.security.service.PlatformSecurityContext;
 import org.apache.fineract.portfolio.cashsettlement.domain.CashSettlement;
 import org.apache.fineract.portfolio.cashsettlement.domain.CashSettlementDetail;
@@ -46,6 +48,7 @@ public class CashSettlementApiResource {
     private final PlatformSecurityContext context;
     private final GlDispatchService glDispatchService;
     private final PlatformTransactionManager transactionManager;
+    private final JdbcTemplate jdbcTemplate;
     private final Gson gson = new Gson();
 
     @POST
@@ -75,6 +78,24 @@ public class CashSettlementApiResource {
         final String currencyCode = json.has("currencyCode") && !json.get("currencyCode").isJsonNull()
                 ? json.get("currencyCode").getAsString() : "INR";
 
+        // Require reconciliation before settlement
+        Integer reconCount = jdbcTemplate.queryForObject(
+                "SELECT COUNT(*) FROM m_cash_reconciliation WHERE cashier_id = ? AND recon_date = CAST(? AS DATE)",
+                Integer.class, fromCashierId, settlementDate.toString());
+        if (reconCount == null || reconCount == 0) {
+            throw new PlatformDataIntegrityException("error.msg.cashsettlement.reconciliation.required",
+                    "Reconciliation must be completed before settlement for cashier " + fromCashierId + " on " + settlementDate + ". Please complete today's reconciliation first.");
+        }
+
+        // Prevent duplicate settlement for same cashier+date
+        Integer existingCount = jdbcTemplate.queryForObject(
+                "SELECT COUNT(*) FROM m_cash_settlement WHERE from_cashier_id = ? AND settlement_date = CAST(? AS DATE) AND (is_reversed IS NULL OR is_reversed = false)",
+                Integer.class, fromCashierId, settlementDate.toString());
+        if (existingCount != null && existingCount > 0) {
+            throw new PlatformDataIntegrityException("error.msg.cashsettlement.duplicate",
+                    "A settlement for cashier " + fromCashierId + " on " + settlementDate + " already exists. Reverse the existing settlement first.");
+        }
+
         final JsonArray denominations = json.has("denominations") && json.get("denominations").isJsonArray()
                 ? json.getAsJsonArray("denominations") : new JsonArray();
 
@@ -168,6 +189,25 @@ public class CashSettlementApiResource {
         return gson.toJson(result);
     }
 
+    @GET
+    @Path("check")
+    public String check(@QueryParam("cashierId") Long cashierId, @QueryParam("date") String date) {
+        context.authenticatedUser().validateHasPermissionTo("READ_CASHSETTLEMENT");
+        if (cashierId == null) {
+            throw new PlatformDataIntegrityException("error.msg.cashsettlement.cashier.required",
+                    "cashierId query param is required.");
+        }
+        final String settlementDate = (date != null && !date.isBlank()) ? date : LocalDate.now().toString();
+        Integer count = jdbcTemplate.queryForObject(
+                "SELECT COUNT(*) FROM m_cash_settlement WHERE from_cashier_id = ? AND settlement_date = CAST(? AS DATE) AND (is_reversed IS NULL OR is_reversed = false)",
+                Integer.class, cashierId, settlementDate);
+        Map<String, Object> result = new LinkedHashMap<>();
+        result.put("cashierId", cashierId);
+        result.put("date", settlementDate);
+        result.put("alreadySettled", count != null && count > 0);
+        return gson.toJson(result);
+    }
+
     @GET
     public String getAll() {
         List<CashSettlement> list = repository.findAllByOrderByCreatedAtDesc();