102 Commits

Include renames

Author	SHA1	Message	Date
niteshandClaude Opus 5	20fe11e60d	fix(deposits): correct FD reinvestment on maturity and unblock product edit submission ... Reinvestment on maturity was creating the new deposit with a zero balance, because it sourced the amount from activateWithBalance() -- a guard that deliberately returns zero to stop a manually opened FD from auto-crediting itself. It now carries over what reInvest() actually put on the new account. Both legs of the renewal are also posted as an internal transfer, so the funds move through the transfer-suspense GL instead of appearing to leave and re-enter the cash vault. Reinvested accounts no longer fall back to a 0% rate when no chart slab covers the tenure, and a senior-citizen depositor keeps their premium rate on the renewed term. Adds a reinvestment trail: the new account records which account it came from, and the account view resolves both directions of the link so either side can be traced. Also fixes product edit submission, which failed outright for any product carrying payment-channel GL mappings: the pending-edit mapper read "glAccountId" while the payload carries "fundSourceAccountId" (and "incomeAccountId" for fee/penalty arrays), leaving gl_account_id null and tripping the satellite table's NOT NULL constraint. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-21 12:57:02 +05:30
niteshandClaude Sonnet 5	eb1aa767f7	fix(deposits): enforce savings-only maturity transfers and fix duplicate GL posting on FD/RD closure ... Adds validation so Transfer-to-Savings can only target a real savings account, with a proper user-facing message instead of the generic validation error. Fixes three duplicate journal-entry bugs uncovered while testing FD/RD maturity: the dormant-accounts job re-posting already-closed accounts (escheat/setSubStatusInactive/setSubStatusDormant), and the maturity-closure flow itself re-deriving accounting for a withdrawal that the account-transfer service had already posted. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-08-20 11:04:23 +05:30
nitesh	e227e8ae0f	fix(savings): post GL entries for facility-charge collections at edit approval ... Charges collected when a maker-checker Nominee/Digital-Feature edit is approved deducted the account balance and appeared in the passbook, but never posted a journal entry -- collectCharges() saved the charge transaction directly and skipped the accounting bridge entirely, so the GL never balanced against the subledger. Also fixes an unrelated NPE this exposed: collectCharges() used saveAll() instead of saveAllAndFlush(), so the new charge transaction had no id yet when the journal-entry code tried to read it.	2026-08-19 10:35:18 +05:30
nitesh	231919b62b	fix(savings): stop crediting accounts automatically on activation ... Activation for Savings, RD, FD and Current accounts no longer books an opening deposit or enforces a minimum opening balance -- accounts go active at zero balance and a clerk deposits funds afterward as a separate transaction, matching how these branches actually operate. Fixed Deposit and Recurring Deposit have their own override of activateWithBalance() that a prior fix to the shared SavingsAccount base class missed, so they kept auto-depositing after Savings was already fixed. Removing that auto-deposit exposed two follow-on bugs in the FD/RD activation flow, now also fixed: - the opening deposit's journal entries were posted twice (once by the deposit helper, once by the activation command's own posting call) - FD/RD maturity amount was computed from the account's real (now empty) transaction history at activation and never recalculated once a deposit actually landed, so it showed no projected interest until the account was reloaded from a lucky code path	2026-08-19 10:34:54 +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
keshav	026d902199	minor change on client	2026-07-28 10:43:06 +05:30
keshav	f18b5d97d3	share certificate and share product maker checker	2026-07-27 14:14:05 +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	383dfdc6e9	feat(chequebook): silent balance hold instead of activation-time charge ... - Removed the "CHEQUE_BOOK" facility charge from account-activation auto-apply (both savings and current) — the per-leaf issuance charge is now the only cheque-book charge, applied at request/approval time only. - Cheque book request now reserves the charge amount via a direct on-hold-funds field update instead of Fineract's native hold-amount command, so no "Amount on hold"/"Release Amount" transaction row is ever created — nothing shows in the passbook/transactions list, and the reservation is released the same way (silently) on approval (then charged) or rejection (returned), for both savings and current accounts. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-17 15:03:30 +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	6e31ac9acd	fix(savings): allow modifyApplication for rejected Savings/FD/RD accounts ... SavingsAccount.modifyApplication() previously blocked modification unless the account was in SUBMITTED_AND_PENDING_APPROVAL state. Extended to also allow REJECTED state so bank users can amend and re-submit rejected applications. When a rejected account is modified, status resets to SUBMITTED_AND_PENDING_APPROVAL (rejectedOnDate and rejectedBy cleared) so the account re-enters the approval workflow. Applies to Savings, FD, and RD accounts (all extend SavingsAccount). Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-03 14:55:39 +05:30
Jaanu423andClaude Sonnet 4.6	a051faba5d	feat(accounts): backend fixes for Modify Application feature (Current/Savings/FD/RD) ... Current Account: - CurrentAccountReadPlatformServiceImpl: add retrieveJointHolders() and retrievePartners() - CurrentAccountWritePlatformServiceImpl: full modifyApplication() - updates all CBS fields, joint holders, partners, nominees, facility config, dates, introducer - Fix cbsAccountType save: parse string account type from 'accountType' JSON field Nominees: - ClientNomineeWritePlatformService: add replaceNomineesForAccount() for atomic replace - Savings/FD/RD modifyApplication: replace nominees on modify FD/RD Read (DepositAccountReadPlatformServiceImpl): - Add isSeniorCitizen, seniorCitizenInterestRate to BASE SQL SELECT - Add setCbsAccountFields() call in FD/RD mappers reading accountStatus, modeOfOperation, introducerClientId, guardianFields, linkedAccountId, isSeniorCitizen from ResultSet - Fix retrieveOne() to also fetch joint holders from m_savings_account_joint_holders - Use explicit LinkedHashMap in joint holder query (camelCase keys for Angular) FD/RD Data Classes: - FixedDepositAccountData: add accountStatus, modeOfOperation, introducerClientId, linkedAccountId, jointHolders, isSeniorCitizen, seniorCitizenInterestRate fields - RecurringDepositAccountData: same fields added - Fix all factory methods (withInterestChartAndRecurringDetails, withClosureTemplateDetails, withTemplateOptions, associationsAndTemplate) to call copyCbsFieldsFrom() - Fix SavingsAccountReadPlatformServiceImpl joint holders: use camelCase keys FD Calculator: - FixedDepositAccountInterestCalculationServiceImpl: add calculateExact() with actual calendar-based calculation matching PostingPeriod engine (exact same as account creation) - Add submittedOnDate, daysInYear, interestPostingPeriodInMonths optional params - Support interestCompoundingPeriodInMonths=0 (daily compounding) in both validator and calc - DepositsApiConstants: add submittedOnDate/dateFormat/locale/daysInYear to allowed params - DepositAccountDataValidator: allow 0 (daily) in interestCompoundingPeriodInMonths Misc: - SavingsProductData: null-check in isCashBased/isAccrualBased methods (NPE fix) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-03 10:32:59 +05:30
Jaanu423andClaude Opus 4.7	ee915e395a	feat: Denomination Master backend - master, audit, soft delete, txn breakdown ... - m_denomination_master CRUD API with duplicate (denomination+kind) validation, soft delete + restore, and a full audit trail (m_denomination_master_audit logs CREATE/UPDATE/ACTIVATE/DEACTIVATE/ DELETE/RESTORE with snapshot, changes, user and timestamp) - m_savings_txn_denomination: persist per-transaction cash denomination breakdown on savings deposit; allow denominationBreakdown request param - Liquibase 0012_denomination_master registered in tenant changelog Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-27 11:16:52 +05:30
Jaanu423andClaude Sonnet 4.6	7d4f409202	feat: fix standing instructions GL accounting for current account transfers ... - AccountTransfersWritePlatformServiceImpl: * Direct GL posting for current↔savings/current transfers: DR debit-side account GL (with correct account entity_id) CR credit-side account GL (with correct account entity_id) * Prefix current account txn_id with CA (not C) so JournalEntryReadPlatformServiceImpl joins m_current_account and shows correct current account number on GL entries * Suppress redundant savings deposit/withdrawal GL entries (skipAccountingPostings=true) when current account handles the full double-entry directly * Separate performCurrentWithdrawalForLoan for Current→Loan transfers (loan domain service handles the other GL leg) * Reuse existing AccountTransferDetails for SI recurring runs so transactions appear in list-account-transactions history - SavingsAccountDomainService / SavingsAccountDomainServiceJpa: * New handleDeposit overload with skipAccountingPostings flag * handleWithdrawal respects SavingsTransactionBooleanValues .isSkipAccountingPostings() to suppress redundant GL entries - SavingsTransactionBooleanValues: * Added skipAccountingPostings field + overloaded constructor - AccountingProcessorHelper: * New createDirectTransferJournalEntriesForSavings() method creates DR and CR entries with separate productId/entityId so each GL line shows the correct account number - JournalEntryReadPlatformServiceImpl: * Join both m_savings_account and m_current_account always * COALESCE(ca.account_no, sa.account_no) to resolve correct account number regardless of transaction_id prefix - ExecuteStandingInstructionsTasklet: * Load existing AccountTransferDetails via repository so subsequent SI runs link to the same transfer detail record - ExecuteStandingInstructionsConfig / AccountConfiguration: * Wire AccountTransferDetailRepository and AccountingProcessorHelper into the relevant beans Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-26 16:30:04 +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
Jaanu423andClaude Sonnet 4.6	b25d5a30d2	feat: FD/RD GL transaction prefixes + savingsAccountNo in journal entry API ... - Use FD/RD transaction ID prefixes for Fixed/Recurring Deposit GL entries via ThreadLocal context set in Cash/AccrualBasedAccountingProcessorForSavings - Add depositAccountType to SavingsDTO and pass from SavingsAccount bridge data - Add savingsAccountNo field to JournalEntryData; populate via LEFT JOIN on m_savings_account (SB/FD/RD) and m_current_account (CA prefix) in read query - Fix JournalEntryMapper MapStruct: ignore savingsAccountNo (SQL-populated) - Fix JournalEntryRunningBalanceUpdateServiceImpl constructor call (27 params) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-20 18:26:15 +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	390bded7ef	rd and fd account active code update	2026-05-18 15:16:25 +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	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	f1535a40c8	fd account complete mddule	2026-05-07 17:19:34 +05:30
Nitesh Yadav	407d567175	update fd account	2026-05-07 10:56:29 +05:30
Nitesh Yadav	4735111a4f	fd product releated update code	2026-05-05 15:18:35 +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	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 YadavandClaude Sonnet 4.6	72adbf6305	add accountTypeOptions and customerSegmentOptions to savings/current/RD account templates ... - Added accountTypeOptions and customerSegmentOptions fields to SavingsAccountData and RecurringDepositAccountData - Added CodeValueReadPlatformService to SavingsAccountTemplateReadPlatformServiceImpl, CurrentAccountTemplateReadPlatformServiceImpl, and DepositAccountReadPlatformServiceImpl to fetch options from code values - Added options to SAVINGS_ACCOUNT_RESPONSE_DATA_PARAMETERS and RD response parameters - Updated SavingsConfiguration bean factory methods to pass new CodeValueReadPlatformService dependency - Added validCheckSum for modified Liquibase changeset 0272 - Fixed AccountNumberGeneratorTest constructor to include GLAccountRepository and SavingsProductRepository Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-27 15:39:58 +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	efb0511725	update account code current,saving and RD	2026-04-24 16:14:13 +05:30
Nitesh Yadav	691a3fc471	saving , current and RD account code update	2026-04-22 18:15:46 +05:30
Nitesh Yadav	05c5adb034	update code saving product add on client	2026-04-21 17:30:57 +05:30
Nitesh Yadav	98dd941712	some update logic update on showing option	2026-04-21 13:19:19 +05:30
Nitesh Yadav	800e114a4d	update RD Prodcut code	2026-04-20 12:51:35 +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
AdityaandClaude Opus 4.6	6a464291d5	Add Current Account module mirroring Savings Account infrastructure ... - CurrentAccount entity (@DiscriminatorValue 400) extending SavingsAccount - 4 JAX-RS API resources: /v1/currentaccounts, /v1/currentproducts, transactions, charges - 38 command handlers delegating to existing savings services - ~35 CommandWrapperBuilder methods for current account commands - DB migration 0225 with 67 permissions (CURRENTACCOUNT, CURRENTPRODUCT, CURRENTACCOUNTCHARGE) - DepositsApiConstants and DepositAccountType enum updated for CURRENT_DEPOSIT Reuses existing m_savings_account table (deposit_type_enum=400), GL accounting, interest calculation, and all savings write/read services — no code duplication. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-17 18:16:36 +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
Vladyslav SamchenkoandAdam Saghy	840f95c88f	FINERACT-2015: Fix saving account with withdrawal fee	2026-02-11 12:01:03 +01:00
airajenaandAdam Saghy	52aaad9d25	FINERACT-2155: Allow annual charge payment after due date	2026-01-26 13:12:17 +01:00
airajenaandAdam Saghy	eaf843a3ac	FINERACT-2421: Fix GRETERTHAN typo in ConditionType enum	2026-01-12 13:50:40 +01:00