97 Commits

Include renames

Author	SHA1	Message	Date
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
MonicaandAdam Saghy	591395f39c	FINERACT-2429: Fix typo getCreditAcount to getCreditAccount in TaxComponent and SavingsAccountTransaction	2026-01-08 22:46:28 +01:00
Adam Saghy	767c66f245	FINERACT-2326: Fix external id generation during reinvest	2025-12-11 13:04:59 +01:00
Aman-MittalandAdam Saghy	dce3c66def	FINERACT-2326: Refractor redundant and some deprecated code as per new Java 21 style	2025-12-08 13:49:44 +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
Siddharthan P SandAdam Saghy	3d3b2dad6f	FINERACT-2316: Localize interest rate chart slab validation ... - Add localized validation messages for overlap and gap errors in interest rate chart slabs - Use DataValidatorBuilder with resource/parameter context for clean error codes - Add unit tests for validation error codes and arguments - Add German translations for validation messages	2025-12-03 09:44:09 +01:00