Commit Graph
26 Commits
Author SHA1 Message Date
niteshandClaude Sonnet 5 ea39c8e82a fix(current-account): recognize Withdrawn and Rejected as terminal when checking for a duplicate product application
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countActiveByClientAndProduct only excluded status 600 (CLOSED), so a
client whose prior application for the same product was Withdrawn (400)
or Rejected (500) -- both terminal, per CurrentAccount.withdraw()/
reject() -- was still blocked from applying again, same as if that
account were genuinely still open. Only 100/200/300 (submitted,
approved, active) should collide with a fresh application.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-25 11:22:31 +05:30
keshav 4b9093007f feat: update TDS config, RBI reserve, current products, OSS returns, and dormancy services
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2026-09-24 18:06:29 +05:30
keshavandClaude Opus 5 e4cc2e558e cash-only registers, day book sections and DD amendments
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Cashier reports now reconcile against the drawer:
- Received/Payment exclude what cannot be cash rather than admitting
  only proven cash, so registers that pay out without recording a
  denomination breakdown are no longer silently dropped
- Closing report scoped to the cashier, with opening/closing balance,
  reversed counter transactions excluded, and cash DD receipts counted
- Day book split into Cashier and Clerk sections, filed by whose cash
  moved rather than who raised the request

Fixed one deposit or withdrawal raising two vouchers: the cashier
deposit and clerk withdrawal registers did not suppress the inner
savings command's voucher, doubling the day's cash on both reports.

Sponsor DD:
- Amendment request flow (beneficiary, payable-at branch and city)
  under maker-checker; face value and funding stay unamendable
- Cash DD denominations were collected but never saved, and the amount
  check demanded a figure notes could not add to; both fixed and the
  breakdown is now required

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-03 18:45:36 +05:30
keshav 026d902199 minor change on client
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2026-07-28 10:43:06 +05:30
nitesh cf60515bf6 Merge remote-tracking branch 'nexora/uate' into merge-uate-into-dev
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# Conflicts:
#	.gitignore
#	fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml
#	fineract-savings/src/main/java/org/apache/fineract/portfolio/savings/service/FacilityChargeAutoApplyService.java
2026-07-23 17:36:10 +05:30
Jaanu423andClaude Sonnet 5 5ed95c27e8 fix(chequebook,current-account): current-account transaction fixes for cheque-book charge
- CurrentAccountTransactionsApiResource.retrieveOne() was calling the savings
  read-service to fetch a single transaction, which always queries
  m_savings_account_transaction and can never find a current-account row —
  crashed with EmptyResultDataAccessException. Added a dedicated
  CurrentAccountReadPlatformService.retrieveOneTransaction() backed by
  m_current_account_transaction instead.
- CurrentAccountReadPlatformServiceImpl.buildTransactionType() (and the
  search-transactions endpoint) had no cases for hold (8) / release (9)
  transaction types, so they displayed as "Deposit"/"Other" instead of
  "Amount on hold"/"Release Amount".
- ChequeBookIssuanceChargeService.deductFromCurrent() never set
  runningBalanceDerived on the charge-deduction transaction, leaving the
  Balance column blank for that row in the transactions list.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-16 15:06:35 +05:30
Jaanu423 04d65d857f feat(chequebook): add cheque book module with Maker-Checker workflow
Adds cheque series, stock lot/transfer, cheque book issuance,
stop-payment/lost/cancel-leaf actions, and pending-request approval
APIs with Maker-Checker command handlers and liquibase changelogs.
2026-07-15 11:13:06 +05:30
keshav898966 b064ee6307 existing account saving and current add or remove nominee and digital & account features and also FE & RD nominee add or remove 2026-07-10 18:40:16 +05:30
keshav898966 9980310c9e table changes on Maker-Checker workflow for Products, with approval-based updates and product locking to prevent concurrent edits 2026-07-06 17:49:39 +05:30
keshav898966 b0bfa386ce implemented a Maker-Checker workflow for Products, with approval-based updates and product locking to prevent concurrent edits 2026-07-03 15:15:09 +05:30
keshav898966 99c153830c pending account terminate feature develop 2026-07-01 17:25:04 +05:30
keshav898966 1bd41cff43 saving, currun, fd and rd account working and tested 2026-06-30 10:06:59 +05:30
keshav898966 db41c2b606 feat: add share linking enabled to current and savings accounts 2026-06-26 11:12:00 +05:30
Jaanu423andClaude Sonnet 4.6 9f627bde61 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>
2026-05-21 13:56:31 +05:30
Jaanu423andClaude Sonnet 4.6 ce0fb18eeb feat: implement full current account transaction write service
- New CurrentAccountTransactionWritePlatformService interface with deposit,
  withdrawal, holdAmount, releaseAmount, undoTransaction, reverseTransaction,
  and adjustTransaction operations
- New CurrentAccountTransactionWritePlatformServiceImpl using m_current_account
  tables directly (not m_savings_account), with GL journal entry posting
- Add holdAmount, releaseAmount, reversal factory methods to CurrentAccountTransaction
- Wire all 7 current account transaction command handlers to new write service
- Fix CurrentAccountTransactionsApiResource template SQL column: currency_multiplesof
- Fix account number search in SearchParameters

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 11:20:30 +05:30
Nitesh YadavandClaude Sonnet 4.6 cc0ccbb461 feat: multi-nominee support, duplicate validation, and FD/RD required fields
Account Creation Enhancements:
- Added multi-nominee support for SB, CA, FD, RD accounts (nominees[] array)
- Backend: saveNomineesIfPresent() validates total share <= 100% before saving
- Added 'nominees' to parameter whitelists (SavingsAccountConstant, DepositsApiConstants)

Duplicate Validation Fixes:
- SB/FD/RD: Fixed duplicate externalId error handler to walk full exception cause
  chain (EclipseLink wraps PSQLException deep) — now matches constraint
  'm_savings_account_external_id_key' and returns proper 400 error
- CA: Added try-catch around both saveAndFlush calls for duplicate externalId
  (constraint: ca_unq_external_id) with throwIfDuplicateExternalId() helper
- CA: Added duplicate product check — blocks creating same product twice for client
- SB/FD/RD: Added JpaSystemException handling via getAllCauseMessages() helper

Current Account (CA) Improvements:
- CurrentAccount entity: added @UniqueConstraint for external_id (ca_unq_external_id)
- CurrentAccountRepository: added countActiveByClientAndProduct() JPQL query
- Liquibase 0298: unique constraint on m_current_account.external_id

FD/RD Required Field Validation (Backend):
- DepositAccountDataValidator: depositPeriod now required for RD (was FD-only)
- DepositAccountDataValidator: mandatoryRecommendedDepositAmount now notNull+positive for RD
- DepositAccountDataValidator: customerSegment now required (notBlank) for both FD and RD

Liquibase Migrations:
- 0297: fix unique nominee per account constraint
- 0298: unique external_id on m_current_account
- 2014: add is_mandatory column to m_savings_account_joint_holders

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 08:00:00 +05:30
Nitesh Yadav d0c8be4ee9 charges add module add in the saving account and current account 2026-05-16 21:20:30 +05:30
Nitesh Yadav fbc6fcdcc1 rd and fd product and account code update 2026-05-08 15:55:22 +05:30
Nitesh Yadav 44878377d8 rd account and rd product code update 2026-05-08 13:09:07 +05:30
Nitesh Yadav 0bbf2faa3e fixed some error releated product code 2026-05-01 11:33:07 +05:30
Nitesh Yadav be220d8778 rd account save api update 2026-04-30 16:12:17 +05:30
Nitesh Yadav 15fa25f463 current account save api update 2026-04-29 18:07:37 +05:30
Nitesh Yadav a7965f8792 current account save api update 2026-04-29 15:18:45 +05:30
Nitesh Yadav 159633f59a add gl mapping in the saving product,current product,rd product and also add genrate account no all three 2026-04-26 02:02:56 +05:30
Nitesh Yadav 98dd941712 some update logic update on showing option 2026-04-21 13:19:19 +05:30
Nitesh Yadav 2facd3744d update current product code and RD code 2026-04-15 20:34:12 +05:30