36 Commits

Include renames

Author	SHA1	Message	Date
keshav	4b9093007f	feat: update TDS config, RBI reserve, current products, OSS returns, and dormancy services	2026-09-24 18:06:29 +05:30
keshav	5cc5d680f2	feat: separate kyc/aml risk rules, dormancy clock, and savings daily interest fixes	2026-09-10 18:27:50 +05:30
keshavandClaude Opus 5	e4cc2e558e	cash-only registers, day book sections and DD amendments ... 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
niteshandClaude Sonnet 5	dc0539d53d	feat(savings,shares): bidirectional savings/share account linking, optional savings link on share create ... - Savings account creation validates and stores a required "shareAccountId" once Share Linking is enabled, checked against the client's own active share accounts (raw SQL - fineract-savings has no dependency on the shareaccounts domain). On save, mirrors the link back onto the share account's own savings_account_id, the same way that field already gets set from the share side. - New GET /clients/{id}/activeshareaccounts - a client's active share accounts, for the savings creation screen's picker (kept separate from the shared Savings/FD/RD/Current template DTO). - ShareAccountDataSerializer.validateAndCreate no longer requires savingsAccountId on create - the DB column and domain relationship were already nullable, only this validation blocked it. fix(branchday): stop the denomination carry-forward preview from doubling yesterday's closing count GET /branchday/denominations classified every detail row that wasn't literally leg='OPENING' as "closing" - which, once CLOSING_VAULT rows existed alongside CLOSING (single-teller offices record the same breakdown under both), silently doubled every count shown as "yesterday's closing" when opening the next business day. Filters to leg IN ('OPENING','CLOSING') explicitly instead of an else-catches-everything branch. feat(accounting): seed missing Income/Expense/Transfers-Suspense/Escheat-Liability accounts The Basoda-derived chart of accounts (0523) carried none of these - a balance sheet has no P&L heads, and Transfers Suspense/Escheat Liability aren't balance-sheet line items either - so a Savings Product's accounting mapping had nowhere to point those required fields. Same guard as 0523: only seeds a Basoda-derived tenant that hasn't already gotten it, never touches a tenant with its own chart of accounts. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-08-31 22:17:54 +05:30
Anshul Rathore	a2fa8688ae	Update client KYC and AML changes	2026-08-14 12:54:43 +05:30
keshav	1107610c08	add KYC document renewal alerts, Aadhaar/PAN exceptions, and AML recurring alerts UI; remove old journal AML marking	2026-08-11 11:34:54 +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	db41c2b606	feat: add share linking enabled to current and savings accounts	2026-06-26 11:12:00 +05:30
Jaanu423andClaude Sonnet 4.6	ea2dfd789d	feat: senior citizen interest rate fix for FD/RD accounts + CBS table renames ... - Apply senior citizen rate override in FixedDepositAccount and RecurringDepositAccount getEffectiveInterestRateAsFraction() so maturity is calculated at correct rate (e.g. 7.5%) instead of chart slab rate on every event: submit, activate, posting, pre-closure, maturity - Override getEffectiveInterestRateAsFractionAccrual() in both FD/RD to keep accrual consistent with maturity calculation — independent of DB nominalAnnualInterestRate value - Add isSeniorCitizen and seniorCitizenInterestRate fields to SavingsAccount entity with JPA mapping and accessor methods; updateNominalAnnualInterestRate() helper added - Extend DepositsApiConstants whitelist and SavingsAccountAssembler.applyCbsFields() to read and persist senior citizen fields from API request as final override step - Add DepositAccountAssembler early-stage rate override for senior citizen accounts - Liquibase migration 2015: add is_senior_citizen and senior_citizen_interest_rate columns to m_savings_account table - Liquibase migration 0300: rename fd_base_interest_rate tables to CBS naming convention - Update CBS copyright header in FdBaseInterestRateEffective and FdBaseInterestRateSlabHistory Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-21 20:57:17 +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	30bbd6d0af	fixed error db migration and rd product edit error fixed	2026-05-12 11:32:13 +05:30
Nitesh Yadav	a7965f8792	current account save api update	2026-04-29 15:18:45 +05:30
Nitesh Yadav	dc4a720ae2	feat: update savings product backend changes	2026-04-28 13:12:27 +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	2facd3744d	update current product code and RD code	2026-04-15 20:34:12 +05:30
Nitesh Yadav	d7821c7824	update saving product code	2026-04-13 13:26:33 +05:30
Aleksandar VidakovicandAleksandar Vidakovic	2ff0c62f40	FINERACT-2246: New command processing - document management	2026-02-16 14:56:40 +01:00
Jose Alberto HernandezandAleksandar Vidakovic	8d560a1f7c	FINERACT-2332: SavingCOB infrastructure	2026-02-12 14:02:18 +01:00
Adam SaghyandArnold Gálovics	469dfa48be	FINERACT-2326: Add extra valid checksum since Liquibase changed on how checksums calculated	2025-12-05 15:20:52 +01:00
Christopher Sayhaed Giron VegaandGitHub	b349cf6831	FINERACT-2312: Accruals added for savings accounts (#4885)	2025-08-20 15:00:09 -06:00
Adam Saghy	db28259b1a	FINERACT-2181: Gradle task rework - Optimized weaving across all modules	2025-06-22 22:41:34 +02:00
Arnold GalovicsandArnold Gálovics	a76c189a04	Revert "FINERACT-2181: Some tweaks in the gradle build to ensure correct task processing" ... This reverts commit 6cb60f48	2025-06-20 21:53:28 +02:00
Arnold GalovicsandArnold Gálovics	1ebfad230c	Revert "FINERACT-2181: Some tweaks in the gradle build to ensure correct task processing" ... This reverts commit 11cecb0d45.	2025-06-20 21:53:28 +02:00
Arnold GalovicsandArnold Gálovics	4b7335b724	Revert "FINERACT-2181: Add missing converters to persistence.xml" ... This reverts commit 62bb1e6509.	2025-06-20 21:53:28 +02:00
Adam SaghyandArnold Gálovics	62bb1e6509	FINERACT-2181: Add missing converters to persistence.xml	2025-06-19 21:44:52 +02:00
Adam SaghyandArnold Gálovics	11cecb0d45	FINERACT-2181: Some tweaks in the gradle build to ensure correct task processing	2025-06-18 15:54:00 +02:00
Adam Saghy	6cb60f48fc	FINERACT-2181: Some tweaks in the gradle build to ensure correct task processing	2025-05-25 22:12:22 +02:00
Jose Alberto HernandezandAdam Saghy	0292171f6f	FINERACT-1932: Fineract modularization - fineract-tax	2024-06-17 23:06:07 +02:00
Jose Alberto HernandezandAdam Saghy	a3fb836b73	FINERACT-1932: Fineract modularization - fineract-charge	2024-05-21 22:53:36 +02:00
Jose Alberto HernandezandAdam Saghy	e13a9cba01	FINERACT-2073: Client search v2 using Client Identifiers	2024-05-21 11:32:15 +02:00
Jose Alberto HernandezandAdam Saghy	02cf6749af	FINERACT-1932: Fineract modularization - fineract-savings	2024-01-29 14:14:31 +01:00
Adam Saghy	834cfb6e27	Revert "FINERACT-1932: Fineract modularization - fineract-savings" ... This reverts commit b9314d0b1e.	2023-12-15 18:48:44 +01:00
Jose Alberto HernandezandAdam Saghy	b9314d0b1e	FINERACT-1932: Fineract modularization - fineract-savings	2023-12-15 12:07:34 +01:00