749 Commits

Include renames

Author	SHA1	Message	Date
keshav	026d902199	minor change on client	2026-07-28 10:43:06 +05:30
nitesh	bc30241950	Merge remote-tracking branch 'origin/uate' into dev	2026-07-27 14:24:16 +05:30
keshav	f18b5d97d3	share certificate and share product maker checker	2026-07-27 14:14:05 +05:30
niteshandClaude Sonnet 5	14df914b9a	feat(clients): dual-OTP verified contact changes with customer notification ... Mobile number and email address changes now require OTP verification on both the old and new destination (staff-entered) before the update is accepted, at both client creation and edit time — closing a gap where an unverified wrong number/email could never be corrected later. Every mobile/email/address change also emails the customer at their pre-change address so an unauthorized change is never silent. - New ClientContactOtpService (+Impl) mirrors the existing login OTP services, reusing OtpLog with a CLIENT_CONTACT_CHANGE purpose. - New sibling API resources for edit (/clients/{id}/contact-verification/otp) and create (/clients/contact-verification/otp, no clientId yet). - ClientWritePlatformServiceJpaRepositoryImpl / AddressWritePlatformServiceImpl gate the actual field change on verified OTPs and fire ClientChangeNotificationService afterwards; the notification recipient is always snapshotted before any mutation so a same-request mobile+email change can't accidentally alert the new (unverified-by-its-real-owner) address instead of the old one. - ClientDataValidator validates OTP id format only (ignoreIfNull) — enforcement lives solely in the write-service's diff-gated calls, since edit-client always PUTs the full client object regardless of what changed. - 0420 migration seeds 8 CLIENTKYC action permissions (GenerateAadhaarOtp/VerifyAadhaar/VerifyPan/VerifyCin/VerifyDin/ VerifyGstin/UploadCkyc/CompleteRekyc) that were referenced by existing command handlers but never seeded, causing a 404 for every user including Super User. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-26 14:36:48 +05:30
niteshandClaude Sonnet 5	5dc175c5e1	feat(users): auto-enroll admin-chosen OTP channel as MFA factor at creation ... Admin now picks a mandatory OTP delivery method (Email/Mobile) when creating a user. The channel is enrolled immediately as a verified m_user_mfa_factor row, so the existing 2FA system (MfaFactorBackedTwoFactorServiceImpl + /twofactor) challenges the user for OTP on their very first login - reusing the already-built login-OTP infrastructure instead of a parallel flow. Also adds a versioned, admin-manageable user-agreement (disclaimer) API (/v1/useragreements) with per-user acceptance tracking, checked right after every login, plus a Liquibase cleanup migration and a shared OTP-destination masking utility extracted from the two existing login-OTP services. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-24 16:16:40 +05:30
nitesh	cf60515bf6	Merge remote-tracking branch 'nexora/uate' into merge-uate-into-dev ... # 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	ab5666c0f4	feat(ctsclearing): signature-verification gate and full NPCI field capture for inward cheques ... Adds a manual signature-verification step to the inward CTS decision flow: a new VERIFY_SIGNATURE command records the clerk's confirmation, and InwardClearingItem.pass() now refuses to pass a cheque until signatureOk is true — enforced server-side, not just a disabled UI button. Fixes a real bug where ChequeLeaf.leafSerialNo collides across different cheque books/series (by design — serials are only unique per stock lot), which could resolve an inward item to the wrong account. NpciInwardPushService now disambiguates using the drawer account number NPCI already sends alongside the cheque number. Also closes a completeness gap found by auditing the outward-CBS -> NPCI -> inward-CBS pipeline: five fields NPCI sends on every instrument (drawer account number, deposit account number, instrument type/description, drawee bank name, per-check IQA breakdown) were read and discarded instead of persisted — now saved via new columns and exposed on the read API. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-22 12:30:07 +05:30
keshav	84b1685873	Add customer search and sponsor DD reconciliation modules; stop tracking logs ... Adds customersearch and sponsordd portfolio modules with associated changelog parts, updates cashier deposit request handling, and stops tracking fineract-provider/logs/.	2026-07-22 11:53:32 +05:30
Jaanu423andClaude Sonnet 5	b433edfdfe	feat(clearing): add CTS/NACH clearing modules with real NPCI integration ... - Inward/outward CTS clearing (capture, validate, settle, dishonour), positive pay, settlement/reconciliation, and NACH clearing modules - Real, separate NPCI clearing-house integration: hybrid RSA+AES envelope crypto, bank self-registration, outward batch submission, and an inward push webhook - Outward clearing is now session-batched: a 2-hourly scheduled job (plus the existing manual "Send Pending Batch" fallback) bundles CAPTURED cheques instead of sending them one at a time - Batch-summary read APIs and date/text filters across inward batches, outward presentments, and outward batches Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-21 15:46:52 +05:30
Jaanu423andClaude Sonnet 5	fde670e644	feat(chequebook): per-leaf issuance charge with balance validation and fund hold ... Requesting a cheque book now computes a per-leaf charge (reusing the existing "Cheque Book Charge" facility mapping) and blocks the request at submit time if the account can't absorb it without breaching its minimum required balance. The charge amount is reserved via Fineract's native hold-amount mechanism when the request is submitted, released and actually deducted (with GL posting) on checker approval, or released back to the customer on rejection — so funds are never left dangling on hold regardless of outcome. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-16 11:19:11 +05:30
Jaanu423andClaude Sonnet 5	3bb7fc8050	feat(chequebook): add RETURNED leaf status for dishonoured/bounced cheques ... Adds a maker-checker-gated "return" command on cheque books that flags presented-and-dishonoured leaves as terminal RETURNED (distinct from STOP_PAYMENT/drawer-initiated and LOST/custody-failure), following the same reason/actor/timestamp pattern already used for lost/cancelled/used leaves on m_cheque_leaf. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-15 16:07:04 +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
Jaanu423andClaude Sonnet 4.6	9d09d9ebd4	fix(db): add missing m_saving_product_temp table causing 500 on product list APIs ... Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-09 15:58:17 +05:30
Jaanu423andClaude Sonnet 4.6	eb88fb0813	fix(db): add missing m_savings_account columns causing 500 on savings list ... introducer_required, share_linking_enabled, terminate_true were missing from m_savings_account in fineract_saga. Applied directly to DB and added 0368 catch-up migration with preConditions for idempotency. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-09 15:47:14 +05:30
Jaanu423andClaude Sonnet 4.6	f13a9c6bba	merge(release): merge feature/minor-update into release/share-account-module ... Combines election module + UAT catch-up migrations (0338-0367) with minor-update changes: soft delete for tellers (0338), share linking for current account (0339), terminate flag for savings/current (0340). Resolved changelog conflict by appending minor-update entries after 0367. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-09 13:43:03 +05:30
Jaanu423andClaude Sonnet 4.6	0e076889e9	feat(db): idempotent catch-up migrations for UAT schema gaps (0358-0367) ... Add 10 Liquibase catch-up changeSets covering m_client, m_client_kyc, m_family_members, m_client_nominee, m_client_msme, m_rbi_feed_item, m_savings_product, m_current_product, m_clerk_withdrawal_request, m_daily_token_counter, and misc column additions (0207-0348 range). All changeSets use preConditions (tableExists/columnExists) so they MARK_RAN if already applied. Fixes PostgreSQL startup crash in 0360 by replacing MySQL-specific INFORMATION_SCHEMA sqlCheck with Liquibase- native foreignKeyConstraintExists. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-09 13:35:41 +05:30
Jaanu423andClaude Sonnet 4.6	87b308b527	feat(election): Chairman/VC auto-resolution, member vote list on voting page ... Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-09 10:59:00 +05:30
Jaanu423andClaude Sonnet 4.6	934a51c9ee	feat(election): dynamic designations from m_code, email-based voting, vote remark field ... - DesignationService reads designation limits and mandatory flags from DirectorDesignation m_code_value - DirectorAppointmentServiceImpl: replaced hardcoded DESIGNATION_LIMITS map with dynamic DB fetch - CommitteeServiceImpl: replaced hardcoded Chairman/Vice Chairman check with dynamic mandatory designation query - New GET /v1/election/directors/designations endpoint returns all active designations - Email-based voting module: MeetingPublicVoteApiResource, MeetingVoteAdminApiResource, MeetingVoteService - MeetingMemberVote: added remark (TEXT) column for member vote remarks - AgendaVoteRequest: added remark field to carry voice/typed remarks per agenda item - Liquibase migrations 0354 (vote/resolution tables), 0355 (DirectorDesignation code), 0356 (vote remark column) - SecurityConfig: permit public voting endpoints without authentication Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-07 18:26:14 +05:30
Jaanu423andClaude Sonnet 4.6	73db4ee114	feat(election): relational agenda items, email redesign, and stale-cache fix ... - Add CommitteeMeetingAgenda entity + repository for relational agenda storage - Liquibase migration 0353: create m_election_committee_meeting_agenda table, drop old agenda TEXT column from m_election_committee_meeting - Update CommitteeMeeting: replace String agenda with List<CommitteeMeetingAgenda> (EAGER, no cascade — writes handled explicitly via repository) - Update CommitteeMeetingRepository: explicit JPQL with SELECT DISTINCT + LEFT JOIN FETCH to load agendaItems and prevent NonUniqueResultException on Optional returns - Fix email sending stale agenda: inject EntityManager, call refresh() after agendaRepository.flush() so EclipseLink reloads the collection from DB - Redesign buildMeetingInviteHtml: table-based email layout, icon+label+value rows, amber agenda section with numbered badges, compact two-column footer Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-06 16:53:32 +05:30
Jaanu423andClaude Sonnet 4.6	e72b9359c1	feat(election): committee meeting module — schedule, online/offline mode, soft delete, audit logging ... - CommitteeMeeting entity, enums (ONLINE/OFFLINE mode, SCHEDULED/COMPLETED/CANCELLED status), repository with soft delete filter - CommitteeMeetingService + Impl: schedule, update, patchStatus, soft delete, retrieveByCommittee - CommitteeMeetingApiResource: REST endpoints at /v1/election/committee-meetings with full audit logging - ElectionAuditAction: add SCHEDULE_MEETING, UPDATE_MEETING, CANCEL_MEETING, COMPLETE_MEETING, DELETE_MEETING + FAILED variants - CommitteeService: expose getElectionIdForCommittee() for audit context - Liquibase 0351: create m_election_committee_meeting table with is_deleted soft delete column - Liquibase 0352: rename created_date/last_modified_date → created_on_utc/last_modified_on_utc to match EclipseLink base class mapping Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-06 10:16:20 +05:30
Jaanu423andClaude Sonnet 4.6	2606427203	feat(election): committee management — CRUD, members, image, and director fix ... - Add Committee entity, CommitteeMember, repositories, service, and REST API - Liquibase migrations: 0349 committee tables, 0350 committee image column - Committee supports profile image (base64 TEXT), name, description, status - Current directors: fix EclipseLink native query (?1 positional param) and add fallback to most recent RESULT_DECLARED election when no active duration found - DirectorAppointmentRepository: add findByElectionIdAndStatus (non-pageable) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-03 16:39:42 +05:30
Jaanu423andClaude Sonnet 4.6	048a4ecfde	feat(election): election duration blocking, director tenure auto-fill, audit logging, and scheduler ... - Add durationYears to ElectionConfig with Liquibase migration (0348) - Block new election creation when previous election duration is still active (PostgreSQL-compatible native query) - Auto-override director tenureEndDate from election durationEndDate on appoint and update - Add ElectionSchedulerConfiguration to enable @Scheduled support - Fix JPQL EclipseLink enum compatibility in expireByTenureDate query - Add full audit logging to DirectorAppointmentServiceImpl (appoint, update, remove, auto-expire) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-03 12:25:43 +05:30
Jaanu423andClaude Sonnet 4.6	7ce7353e7a	feat(election): Board of Directors — director appointment management ... - DirectorAppointment entity + Liquibase migration (0347) - CRUD API: POST/GET/PUT/DELETE /v1/election/directors with @Valid Bean Validation - GET /v1/election/directors/pending — WON candidates not yet appointed - Duplicate prevention: existsByElectionIdAndCandidateId check on appoint - Business validation: tenure end must be after start; tenure start cannot be before appointment date - @Scheduled daily midnight job to auto-expire tenure-ended directors via bulk JPQL UPDATE - Full audit logging for all director actions (success + failure) via ElectionAuditService - PendingDirectorData DTO; DirectorAppointmentStatus enum (ACTIVE/RESIGNED/REMOVED/TENURE_ENDED) - ElectionAuditAction: added APPOINT_DIRECTOR, UPDATE_DIRECTOR_APPOINTMENT, REMOVE_DIRECTOR_APPOINTMENT + FAILED variants - ElectionResultRepository: findByResult(String) for pending director lookup Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-02 12:50:04 +05:30
keshav898966	99c153830c	pending account terminate feature develop	2026-07-01 17:25:04 +05:30
Jaanu423andClaude Sonnet 4.6	99cc972804	feat(election): comprehensive audit log — rich details for all actions ... - Fixed VARCHAR(500) overflow: description column changed to TEXT (Liquibase 0346) - Fixed CEO pre-check 500 error: fm.firstname/lastname column name fix - Fixed audit log showing wrong PASS/FAIL for CEO pre-check - Fixed approval action not showing step name/number (read PENDING step before action) - submitNomination: details JSON with applicantName, memberId, postId, gender, caste - runEligibilityCheck: details JSON with all 5 check results + remarks - runCeoPreCheck: details JSON with all 7 individual check results + remarks - processApprovalStep: details JSON with action, stepName, stepNumber, remarks, rejectionReason - activateElection/closeNominations/openVoting/closeVoting/cancelElection: details with electionTitle + newStatus - updateElection: full request JSON via ObjectMapper - approveCandidate: details with nominationId + applicantName - updateCandidate: details with symbolUpdated, profileUpdated, briefProfile - uploadCandidateSymbol: details with filename + mimeType - declareResults: winner summary JSON array [{post, winner, votes}] - saveManualVoteCounts: return type changed void→String, details JSON array with candidate vote data - Added Liquibase migrations: 0344, 0345 for manual vote count, 0346 for TEXT column Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-07-01 14:59:23 +05:30
Jaanu423andClaude Sonnet 4.6	388af0a6a3	feat(election): candidate voter analysis API — multi-dimension breakdown + sub-caste migration ... - New ElectionAnalyticsServiceImpl with 14 SQL breakdown queries: gender, age, area, social category (caste), sub-caste, religion, occupation, share-holding, tenure, loan, education, marital status, monthly income, savings account depth - Cross-dimension match: caste + area simultaneously (core voter base) - Zero-count row injection for caste/gender/sub-caste when candidate's category has no shareholder matches in GROUP BY result - Liquibase 0343: sub_caste_cv_id column on m_client with 33 pre-seeded sub-caste values across General / OBC / SC / ST categories - Liquibase 0342: election post eligibility columns - CandidateVoterAnalysisData DTO with education, marital, income, savings, activeSavingsHolders, crossMatchCount fields Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-30 11:54:01 +05:30
Jaanu423andClaude Sonnet 4.6	69513f25f3	feat(election): production-ready audit log with server-side filter + pagination ... - Add m_election_audit_log table via Liquibase (0341) - ElectionAuditLog entity, ElectionAuditAction enum (21 actions) - ElectionAuditService: log() with double try-catch, getAuditLogPaged() with entityType/action/full-text filters, size cap at 100, page safety - ElectionAuditLogRepository: findWithFilters() JPQL with optional params - All 4 election API resources wired with audit calls (create/update/ activate/nominations/voting/candidates/votes/results) - GET /{electionId}/audit-log accepts ?entityType=&action=&search=&page=&size= Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-29 12:57:21 +05:30
Jaanu423andClaude Sonnet 4.6	3d30bdb788	feat(election): CBS ContentStore symbol upload, hasSymbol DTO, vote summary API ... - ElectionCandidateData: replace String symbol with Boolean hasSymbol + add memberId - ElectionCandidateApiResource: symbol upload/download via ContentStoreService (mimeType|storagePath format, backward-compatible with legacy base64 records) - ElectionVotingApiResource: add GET /vote-summary endpoint (totalVotes, totalVoters, per-candidate breakdown) using ElectionVoteRepository queries - ElectionVoteRepository: add countByElectionConfigId and voteSummaryByCandidate queries - ElectionReadPlatformServiceImpl: map hasSymbol and memberId in candidate list response - ElectionWritePlatformServiceImpl: set photoUrl from memberId on approveCandidate, delete old symbol file from ContentStore on removeCandidate Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-26 18:39:28 +05:30
Jaanu423andClaude Sonnet 4.6	ed139d6e68	feat(election): server-side pagination, family loan CEO pre-check, extended checks ... - PagedResponse<T>: generic paginated wrapper with statusCounts and summary fields - ElectionConfigRepository: pageable query + countGroupByStatus - ElectionNominationRepository: pageable queries + count-by-status helpers - ElectionCandidateRepository: pageable queries by election and post - ElectionReadPlatformService: all list methods return PagedResponse with page/size params - ElectionReadPlatformServiceImpl: add missing Pageable import; paginated impls with summary data - API resources: @QueryParam page/size with @DefaultValue on all 3 list endpoints - ElectionCeoPrecheck: add familyLoanCheckResult + familyLoanCheckRemarks (7th auto-check) - ElectionCeoPreCheckServiceImpl: fix directorLoan check (overdue only); add family loan check covering manual members (unverifiable→FAIL) and linked CBS clients (overdue→FAIL) - Liquibase 0338/0339: extended CEO pre-check columns + family loan check columns - changelog-tenant.xml: include both new changesets Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-26 12:08:29 +05:30
keshav898966	db41c2b606	feat: add share linking enabled to current and savings accounts	2026-06-26 11:12:00 +05:30
keshav898966	21878939b5	Merge branch 'feature/minor-update' of https://git.zeptic.in/CBSNexora/JAVA-Backend-CBS-MAIN into feature/minor-update	2026-06-24 12:47:53 +05:30
keshav898966	b5c9101fa4	feat: implement teller creation limit and soft delete with cashier check bypass	2026-06-24 12:47:03 +05:30
keshav898966	1ff3f9c0c9	shares account link to new saving account	2026-06-23 15:23:30 +05:30
Jaanu423andClaude Sonnet 4.6	1eba2c50ed	fix(election): move additional permissions to new changeset to avoid Liquibase checksum error ... The 5 missing permissions were added to the already-executed changeset causing checksum mismatch on restart. Move them to a new changeset 0337_seed_election_permissions_v2 with a preCondition guard. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-23 11:13:39 +05:30
Jaanu423andClaude Sonnet 4.6	3367b7d935	fix(election): seed missing permissions in Liquibase migration 0337 ... Add 5 permissions that the write service enforces but were absent from the DB seed: UPDATE_ELECTION, ELIGIBILITY_CHECK_ELECTION, CEO_PRECHECK_ELECTION, APPROVE_ELECTION_NOMINATION, APPROVE_ELECTION_CANDIDATE — without these, role assignments for those operations would fail at runtime. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-23 10:48:46 +05:30
Jaanu423andClaude Sonnet 4.6	5899d2ca07	feat(election): add election module — config, nominations, candidates, voting, approval flow ... - REST API resources: ElectionConfig, ElectionNomination, ElectionCandidate, ElectionVoting - Domain entities, repositories, services (read + write) with maker-checker approval steps - Eligibility checks, no-due-certificate, CEO pre-check services - Liquibase migration 0337 creates all election module tables Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-19 17:39:43 +05:30
Jaanu423andClaude Sonnet 4.6	7354da8c1e	feat(bank-transfer): add maker-checker support for bank transfers ... - Added request_type column to m_clerk_disbursement_request via migration 0336 - submit() extracts requestType from body, stores in DB (defaults to DISBURSEMENT) - approve() detects BANK_TRANSFER mode via request_type field: - DR entries: directDebitSavingsAccount / directDebitCurrentAccount - CR entries: directCreditSavingsAccount / directCreditCurrentAccount - GL: DR SavingsControl(per DR) / CR SavingsControl(per CR) - Audit INSERT into m_bank_transfer_log with unique BT voucher number - Existing disbursement/collection logic unchanged in else branch - list(), myRequests(), loadRecord() all return request_type - Migration 0335 (m_bank_transfer_log) also included Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-17 14:47:21 +05:30
Jaanu423andClaude Sonnet 4.6	bf5ce421df	feat(clerk+gl): implement real CBS book transfer for savings and current account disbursements ... - Replace Fineract cash deposit API with direct INSERT for both savings and current accounts → Zero CashVault entries created anywhere in DB for disbursements - Savings: directCreditSavingsAccount now sets running_balance_derived and updates total_deposits_derived alongside account_balance_derived (parity with current account) - Current: directCreditCurrentAccount — direct INSERT into m_current_account_transaction with running_balance_derived, total_deposits_derived update, and remarks audit field - getCurrentControlGlId: looks up SAVINGS_CONTROL GL for current account products via acc_product_mapping (product_type=2, financial_account_type=2) - directReverseCurrentCredit: compensation restores both account_balance_derived and total_deposits_derived on rollback - GL: combined DR sourceGL / CR SavingsControl entry posted for both savings and current account credits; linkGlEntriesToSavingsAccounts sets entity_type_enum=2 so ACCOUNT NO column shows in journal entries view - Hide reversed=true GL entries from all GL views in JournalEntryReadPlatformServiceImpl Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-17 11:04:17 +05:30
Jaanu423andClaude Sonnet 4.6	d002fc0c9b	feat(clerk): add collection flow backend — savings withdrawal + Cash@Vault GL offset ... - ClerkDisbursementRequestApiResource: support collection mode (dbCr='Dr' entries); submit() separates DR/CR totals and validates balance; approve() detects mode, calls executeSavingsWithdrawal/executeCurrentAccountWithdrawal for DR entries, then posts GL offset via findCashVaultGlId(txnRefs, type_enum=1) → target GL - ClerkWithdrawalRequestApiResource: minor updates - DB migration: changelog-tenant.xml + 0333_rename_disbursed_to_withdrawn.xml Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-16 15:27:32 +05:30
Jaanu423andClaude Sonnet 4.6	a6eae3d6e8	feat(clerk): add GL disbursement maker-checker backend ... - Add ClerkDisbursementRequestApiResource with submit/list/my/approve/reject endpoints - Approve posts savings/current deposits then offsets DR source GL / CR Cash at Vault - Add Liquibase migration for m_clerk_disbursement_request table (IF NOT EXISTS indexes) - Add VoucherService constants TYPE_DISBURSEMENT and REF_CLERK_DISBURSEMENT_REQUEST Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-16 10:44:04 +05:30
Jaanu423andClaude Sonnet 4.6	3e1abaef03	fix(cashier): fix NumberFormatException on GL deposit approval and add GL maker-checker flow ... - Use parseTxnIdToLong() for voucherService.linkSavingsTransaction() to handle hex GL txnId (e.g. "a2070e542bab") without NumberFormatException - Add GL deposit maker-checker: submit stores gl_account_id, contra_gl_id, office_id, currency_code; approve routes to executeGlJournalEntry() - Save denomination at submit time (cash physically received); update txn_id to real Fineract ID on approve, delete on reject - Add Liquibase migration 0331 to add GL columns to m_cashier_deposit_request Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-15 14:59:28 +05:30
Jaanu423andClaude Sonnet 4.6	33ea10689f	feat(cashier+voucher): add cashier deposit maker-checker flow and central voucher system ... - VoucherService: central voucher register with globally unique voucher numbers - CashierDepositRequestApiResource: full submit/approve/reject/list flow - Cashier submits deposit request; balance credited only on manager approval - Self-approval blocked (maker cannot be checker) - Role guard: only manager/head-cashier/ALL_FUNCTIONS can approve/reject - Race condition guard: WHERE status='PENDING' on approve/reject UPDATE - Clean JSON error responses (no 500 stack traces) via apiError() helper - Denomination total validation at submit and approve - ClerkWithdrawalRequestApiResource: refactored to use m_voucher - Voucher created at submit, linked to savings txn at approve - Same role guard and self-approval block as deposit flow - Disburse: denomination validation, null denoms for non-cash payments - Migrations 0327-0330: - 0327: add voucher_no to m_clerk_withdrawal_request - 0328: add voucher_no to m_savings_account_transaction - 0329: create m_voucher central table (globally unique voucher_no) - 0330: create m_cashier_deposit_request table Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-12 10:53:47 +05:30
Jaanu423andClaude Sonnet 4.6	8d5b4d1ce9	feat(clerk-withdrawal): add maker-checker withdrawal disbursement API ... - ClerkWithdrawalRequestApiResource: full CRUD for withdrawal requests - Endpoints: submit, list, myRequests, getById, getByToken, approve, reject, disburse, update - Token uniqueness validated per day (validateTokenUniqueToday) - Cashier disburse: amount match, race condition guard (WHERE status=APPROVED) - Disbursement denomination saved to m_savings_txn_denomination for vault position tracking - Liquibase migrations: 0321-0326 (create table, tok_no, manager fields, disbursement fields, drop unused counter) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-11 16:00:57 +05:30
Jaanu423andClaude Sonnet 4.6	19639c9e02	feat(cashier): add GL denomination tracking, live GL balance, and enhanced closing report ... - Add CashierGlDenominationApiResource: new POST /v1/cashier/gl-denomination endpoint to record denomination breakdown for GL journal entries in m_savings_txn_denomination - Fix GL account real-time balance in GLAccountReadPlatformServiceImpl using live SUM query - Add Liquibase migrations 0318/0319/0320: make savings_account_id and txn_id nullable, add payment_type column to m_savings_txn_denomination - Add validCheckSum to 0317b changeset to resolve checksum mismatch on existing installs - Enhance GL entries closing report SQL with date, time, teller, payment type, txn source Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-10 15:31:12 +05:30
Jaanu423andClaude Sonnet 4.6	53b6a94bf8	fix(cashier): fix GL account search SQL bug, running balance, and add CASHIER role permissions ... - Fix searchParam SQL syntax: parameterized LIKE with %value% instead of literal %?% - Fix organizationRunningBalance: correlated subquery for latest journal entry (ORDER BY id DESC LIMIT 1) - Migration 0317: grant READ_GLACCOUNT, READ_LOAN, READ_SHAREACCOUNT to CASHIER role Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-10 11:17:32 +05:30
Jaanu423andClaude Sonnet 4.6	6d0c1fe7f6	feat(clerk): add clerk role with cashier teller workstation permissions ... Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-09 18:27:04 +05:30
Jaanu423andClaude Sonnet 4.6	edaeb674d5	feat(cashier): fix current account transactions search and withdrawal validations ... CurrentAccountTransactionsApiResource: - Fixed: search endpoint now queries m_current_account_transaction instead of m_savings_account_transaction (wrong table) - Added remarks column to search query (column exists in CA table) - Charge Deduction (type=7) mapped in transactionType value - Removed sat.remarks that caused 500 (column doesn't exist in savings table) CurrentAccountTransactionWritePlatformServiceImpl: - Added min required balance validation in withdrawal() - Throws GeneralPlatformDomainRuleException when balance after withdrawal would fall below minRequiredBalance (if enforceMinRequiredBalance=true) StandingInstructionReadPlatformServiceImpl: - Fixed SQL WHERE clause: fromAccountType + fromAccount condition now correctly adds WHERE when fromAccountId is set Liquibase 0315: - Fix standing instruction permission code (trim trailing space on id=449) - Grant READ permissions to CASHIER role for transaction entry screen Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-05 22:27:59 +05:30
Jaanu423andClaude Sonnet 4.6	2371ad98b1	feat(cashier): add role-based data filtering and pagination for teller workstation ... - Add CashierRoleHelper service: detects CASHIER role via DB permission check, resolves cashier ID from staff/user linkage - Role-based filtering on GET list endpoints (cashtransfer, cashsettlement, cashintercashier, cashexchange, cashreports): CASHIER sees only own data, ADMIN/HEAD sees all - Pagination (offset/limit) added to all cashier list APIs returning standard Fineract Page format {totalFilteredRecords, pageItems} - ShareCollectionApiResource: collect cash before account activation, post GL entries (Dr Cash Vault / Cr Share Sundry / Cr Income from Fees), mark charges paid to prevent duplicate GL on activation, GET status endpoint for collection check - Migration 0315: grant READ_CLIENTKYC, READ_CLIENTNOMINEE, READ_ADDRESS, READ_FAMILYMEMBERS, READ_SAVINGSACCOUNT to CASHIER role Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-05 11:00:55 +05:30
Jaanu423andClaude Sonnet 4.6	8bf28a8033	fix(cashier): prevent duplicate cashier lookup crash + add missing migrations ... - DenominationBreakdownWriter: add ORDER BY mc.id DESC LIMIT 1 to all cashier lookup queries so multiple cashier records per staff do not crash queryForObject - CashReportApiResource: same LIMIT 1 fix for cashier-day-status and position endpoints - 0311: fix m_client and m_savings_account NOT NULL columns (created_by, last_modified_by, created_on_utc, last_modified_on_utc, cif_number, is_lien_allowed, etc.) - 0312: create CASHIER role if missing + grant all 34 cashier permissions (incl FD/RD) - 0313: add missing m_cash_exchange columns (cashier_id, is_reversed, reversed_by, reversed_at, reverse_reason, customer_id_proof) - 0314: unique constraint on m_cashiers.staff_id to prevent duplicate allocations - application.properties: restore local postgres password after merge - ExecuteOverdueAndCurrentStandingInstructionsTest: fix constructor call (5 args) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-01 18:23:31 +05:30