- 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>
- 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>
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>
- 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>
- 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>
feat(fundtransfer+imps+mfa): fund transfer module, IMPS switch client, MFA log API
- Fund transfer: NEFT/RTGS/IMPS/internal strategies, limit resolution, bulk
transfer, verification tokens, suspense GL, recall/approval flow, jobs
- IMPS CBS switch client with crypto (JWT/envelope) and transaction domain
- MFA log read API (audit of MFA events)
- Liquibase migrations 0300-0311 for fund transfer / IMPS tables, permissions,
roles, and suspense account
- JobName, SecurityConfig, dependencies.gradle wiring
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@
- DenominationBreakdownWriter helper: validates breakdown total == amount and
persists per-denomination rows; wired into current, FD and RD deposit flows
(savings already had inline save) so all 4 deposit types now record the
cash denomination breakdown.
- CIF on denomination rows now sourced from the client (getCifNumber) instead
of the account external id.
- Allow denominationBreakdown param in the FD/RD transaction validator.
- Cash Exchange backend: m_cash_exchange + m_cash_exchange_detail tables,
entities, repositories and JAX-RS API with received==given validation;
registered the 0013 migration in changelog-tenant.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 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>
- StandingInstructionData: rename conflicting Lombok getters (getInstructionType,
getRecurrenceType, getRecurrenceFrequency, getFromAccountType, getToAccountType,
getTransferType) to domain enum methods so Jackson serializes EnumOptionData fields
as {id, code, value} objects instead of plain strings
- AccountTransfersWritePlatformServiceImpl: add current account transfer support for
all 4 missing cases (Current->Savings, Savings->Current, Current->Current,
Current->Loan) with performCurrentWithdrawal/performCurrentDeposit helpers
- AccountConfiguration: wire CurrentAccountRepository and CurrentAccountTransactionRepository
into AccountTransfersWritePlatformService bean
- StandingInstructionApiResource: fix getValue() type mismatch after getter rename
- ExecuteStandingInstructionsTasklet: update to use renamed enum accessor methods
- PortfolioAccountType: add CURRENT(3) type support
- DB migration: 0301_add_current_account_to_transfer_details.xml adds
from_current_account_id and to_current_account_id columns to transfer details table
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- ClientFamilyMembersWritePlatformServiceImpl#updateFamilyMember: guard
maritalStatusId/genderId/professionId with != null instead of != 0 so a
payload that omits these keys doesn't NPE when the boxed Long is unboxed.
- application.properties: fix the broken property name
`fineract.security.cors.allowed-metho pas` -> `allowed-methods`. The typo
left CORS allowed-methods empty, which made Spring reject every browser
POST with "Invalid CORS request" 403 once the SPA sent an Origin header.
- application.properties: change the Hikari default password from 313863
to root so the local devRun matches the tenant-DB default at line 49.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- ClientFamilyMembersWritePlatformServiceImpl#updateFamilyMember: guard
maritalStatusId/genderId/professionId with != null instead of != 0 so a
payload that omits these keys doesn't NPE when the boxed Long is unboxed.
- application.properties: fix the broken property name
`fineract.security.cors.allowed-metho pas` -> `allowed-methods`. The typo
left CORS allowed-methods empty, which made Spring reject every browser
POST with "Invalid CORS request" 403 once the SPA sent an Origin header.
- application.properties: change the Hikari default password from 313863
to root so the local devRun matches the tenant-DB default at line 49.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 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>
Pre-save validator (ClientWritePlatformServiceJpaRepositoryImpl.validateClientUniqueness)
rejects duplicate mobile / email / PAN / Aadhaar (masked) / GSTIN before saveAndFlush
and before the LincPay KYC API call. Avoids burning vendor credits on identity-duplicate
records and gives the UI a clean field-level 403 instead of waiting for the DB constraint.
Splits the new repository finders into "create" and "excluding-self" variants so a
nullable Long parameter never reaches PostgreSQL's parser (same bigint <> varchar trap
that broke the family-member POST earlier).
Also seeds the full set of 28 Indian States + 8 UTs as STATE code_values (migration
0297). Previously only MAHARASHTRA / MADHYA_PRADESH / DELHI existed and the names were
UPPER_SNAKE_CASE; the postal PIN-lookup service returns "Madhya Pradesh" so any state
other than Maharashtra/Delhi silently failed to resolve to m_address.state_province_id.
Renames the 3 existing rows in place (preserves their ids/FKs) and inserts the missing
33 with idempotent preConditions.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- DSC-as-2FA login: UI's claimAndValidate() now calls a new
AuthenticationService.applyTwoFactorToken(token, liveSeconds) instead of
validateOTP(). The /v1/login/dsc/{rn}/claim response is already a minted
TFAccessToken — POSTing it to /twofactor/validate fails because that path
expects an in-memory OTPRequest. applyTwoFactorToken runs only the
post-success bookkeeping (interceptor.setTwoFactorAccessToken, setCredentials,
Authentication Success alert that drives router.navigate(['/']), and
sessionStorage persist of {token, validFrom, validTo}). Fixes the
OTPTokenInvalidException users hit after a successful DSC verify+claim.
- Individual-only filter for link-client pickers: ClientTextSearch gains a
legalFormType field; SearchingClientRepository accepts an Integer legalForm
value and adds cb.equal(r.get("legalForm"), ...) to the spec.
ClientSearchService.parseLegalForm tolerates INDIVIDUAL/PERSON/1 and
NON_INDIVIDUAL/ENTITY/2; unknown = no filter so a typo doesn't blank results.
UI: clients.service.ts searchByText gains a 7th optional arg; six link
pickers (guardian, nominee, family-member across create flow and post-create
tabs) now pass 'INDIVIDUAL'. General client list and signatory picker are
intentionally unchanged.
- Title-case client names on persistence: ClientWritePlatformServiceJpa
RepositoryImpl now runs first/middle/last/full name fields through
toTitleCase() on both create and update paths. "aditya kumar vyas",
"ADITYA KUMAR VYAS", "Aditya Kumar Vyas" all persist as "Aditya Kumar Vyas".
Whitespace-split title case; preserves hyphens/apostrophes inside words
without re-capitalising after them so clerks verifying against ID documents
see predictable output.
- Migration 0296: unique constraint to prevent duplicate nominee per account
type (the underlying repository + service changes also persisted in this
commit complete the enforcement path).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Backend:
- m_bank_user_dsc + m_dsc_challenge tables (Liquibase 0292/0293/0294)
- DSC enrollment flow: start → JNLP → JWS helper → callback → upsert
- DSC login factor: challenge → sign → verify → claim minted TFA token
- 2FA gate now also accepts an active DSC mapping (AuthenticationApiResource
+ TwoFactorAuthenticationFilter), defensively wrapped so a missing DSC table
doesn't 500 the auth path
- TenantAwareBasicAuthenticationFilter exempts /api/v*/dsc/helper.jar and
strips Authorization header for that path so JWS's raw GET works without
the user seeing a browser Basic-auth prompt
- DSC helper JAR served at /api/v*/dsc/helper.jar from a configurable
filesystem path (default ~/.cbsnexora/dsc-helper.jar)
Java helper JAR (dsc-helper/):
- Standalone Gradle subproject, Java 8 target, fat jar with Gson shaded in
- Cross-platform token picker (Windows Cert Store / ePass2003 / eToken /
ProxKey / Other) — matches the JNLP arg contract emitted by the backend
- Sets Fineract-Platform-TenantId on its callback POST from the JNLP args
- JNLP age check now reads cbsnexora-dsc.jnlp (current name) AND
SignTender.jnlp (legacy) — picks the youngest, never blocks if none exist
Inline KYC upsert in updateClient (mirror of the create-flow path):
- ClientKycWritePlatformService.upsertKycInline() — creates or merges KYC
fields, bumps status to IN_PROGRESS on real changes; resets PAN verification
on PAN edit of a verified record
- ClientWritePlatformServiceJpaRepositoryImpl.updateClient() handles the
kyc:{} sub-object on PUT /clients/{id}, matching createClient
User uniqueness:
- m_appuser.email + m_appuser.mobile_no UNIQUE (Liquibase 0295)
- Pre-flight assertEmailAndMobileUnique() in create/update with self-exclusion
- handleDataIntegrityIssues maps the two new constraints to clean
field-scoped error messages (race-condition safety net)
Email OTP subject line now: "Your OTP for Login - <AppName> (dd-MM-yy-HH:mm)"
where AppName comes from fineract.email.from-name (default "CBSnexora").
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Login 2FA via @Primary MfaFactorBackedTwoFactorServiceImpl (replaces legacy)
- LincPay SMS OTP and SMTP email OTP with auto-promote to m_user_mfa_factor
- Reusable EmailSenderService + EmailTemplateService (CBSnexora branding)
- Admin OTP audit viewer (GET /v1/otp-logs) with paging, search, masking
- Self-service MFA factor API at /v1/mfa/factors
- READ_OTP_LOG permission + OTP Log Auditor role + bankadmin direct grant
- JsonAuthenticationEntryPoint suppresses Basic-auth popup for SPA paths
- TwoFactorAuthenticationFilter grants TWOFACTOR_AUTHENTICATED when no challenge
- Soft-delete + audit columns + deletion audit + version on client tables
- CIF number generator (TTYYYYNNNNNN format)
- DocumentNotFoundExceptionMapper to silence noisy WARN logs on missing images
- Liquibase migrations 0278-0291 (MFA, OTP log, audit/soft-delete, role wiring)
Note: application.properties intentionally not committed — contains local DB
and Gmail App Password fallbacks. Set SPRING_MAIL_PASSWORD,
FINERACT_DEFAULT_TENANTDB_PWD, FINERACT_HIKARI_PASSWORD as env vars in prod.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- GET /ckyc/reports/summary — KPI cards (total, gender split, missing PAN/Aadhaar, dup mobile)
- GET /ckyc/reports/state-distribution — donut chart by state
- GET /ckyc/reports/branch-distribution — top-N branches bar chart
- GET /ckyc/reports/upload-trend — daily upload line chart
- GET /ckyc/customers — paginated, filterable customer list
- GET /ckyc/customers/search — search by name/mobile/pan/cif (capped 50)
- GET /ckyc/customers/{cif} — customer detail with addresses
- GET /ckyc/customers/export — CSV/TXT (pipe-delimited CERSAI format)
- POST /ckyc/files — parse inbound CKYC .txt file
- GET /ckyc/files — list historical uploads
- POST /ckyc/files/generate — generate outbound submission file
- GET /ckyc/branches, /states, /codes/id-types — master data
- Migration 0259: performance indexes on m_client_kyc and m_client
- Postman collection with all endpoints
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Migration 0256: EducationLevel & DegreeQualification codes with m_client FK columns
- Migration 0257: Religion & SocialCategory codes with m_client FK columns
- Migration 0258: agriculture_income & non_agriculture_income decimal columns on m_client
- Full API support: create, update, template options, and GET response for all new fields
- Postman collection for testing all new dropdowns
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
LincPay