148 Commits

Include renames

Author	SHA1	Message	Date
keshav	99a7e04872	feat: updates for tds services, rbi reserve config, and cashier api resources	2026-10-07 10:14:04 +05:30
nitesh	16c67f6701	feat: Fixed Deposit - premature close logic, deposit account closure type, transaction validation, domain service and read service updates	2026-10-04 09:12:17 +05:30
keshav	56d98bac8d	feat(rbi-reserve,savings): add Form1/Form9 returns, interest posting report and branch-day enhancements	2026-10-01 13:07:58 +05:30
anshul	9beae3df28	Implement organization maker-checker workflows	2026-09-24 17:22:39 +05:30
keshav	fde2699957	feat: sponsor bank DD payable GL, AML stale review release, and dividend updates	2026-09-21 10:23:52 +05:30
niteshandClaude Sonnet 5	04ac233fbe	fix: share collection GL lookup, tenant chart-of-accounts cleanup, and dormancy/date fixes ... - Add balancesheet API, GL account transaction guard, and disabled-feature filter - Recognize an approved Clerk Disbursement Request (COLLECTION direction) as a second valid source when resolving a Share Advance Collection voucher, not just a Cashier Transaction Entry deposit - Fix a NullPointerException in ShareAccount.getShareAccountTransaction() when an existing charge transaction has no total-shares/purchase-price recorded - Null out DormancyClock's "last live" date before an account is ever activated, instead of falling through to the client's own KYC re-verification date via Postgres's null-skipping GREATEST() - Stop seeding "Cash at Tellers" for new tenants (0502); drop the unused Facility & Service Charges Income accounts (0548); group header-less GL accounts under real-world header accounts (0549); uppercase GL account names and rename Share Sundry to match the bank's own chart (0550) - Fix 0527's savings-daily-interest changeset to skip objects 0517 already creates on a fresh tenant, instead of failing tenant startup - Update the local Postgres dev password default to match this environment Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-09-13 15:22:07 +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
niteshandClaude Sonnet 5	05bceea2d4	feat(office): maker-checker delete for offices; fix DB password leak, migration ordering, job id drift ... Adds the missing DELETE /offices/{officeId} endpoint -- the UI's "Remove" action called it already, but no backend route existed, so every attempt failed with a generic error regardless of how empty the office was. Wired the standard command-handler chain (CommandWrapperBuilder.deleteOffice -> DeleteOfficeCommandHandler -> OfficeWritePlatformService.deleteOffice), which pre-checks sub-offices/staff/clients/groups/users before deleting, and catches any remaining FK violation on delete itself. The new DELETE_OFFICE permission (0537) is seeded maker-checker-enabled (0538), since this app runs with the global maker-checker switch on and office deletion is irreversible -- 0538 is a separate changeset rather than 0537 itself because 0537 had already executed on local tenants by the time that requirement surfaced, and editing an already-run changeset's content breaks Liquibase's checksum validation on every tenant that ran it. Also bundles a few DB/startup fixes found while getting this feature running across local and a remote environment: - application.properties: restores the tenant DB password default that a teammate's own local password had overwritten in a previous push, and adds server.error.include-message=always so a servlet-level rejection (e.g. TenantAwareBasicAuthenticationFilter on a missing/invalid Fineract-Platform-TenantId header) carries a real message instead of a bare {timestamp,status,error,path}. - changelog-tenant.xml / final-changelog-tenant.xml: moves the 0517/0518 table-creation includes ahead of 0525-0527/0533, which read/write those tables but previously ran first per db.changelog-master.xml's include order -- caused "relation ... does not exist" on any tenant reaching that point for the first time. - 0536_sync_job_identity_sequence.xml: job.id is GENERATED BY DEFAULT AS IDENTITY; explicit-id job-seed inserts never advanced the backing sequence, so a later identity-generated insert could collide with an earlier explicit id ("duplicate key value violates ... job_pkey"). - ClientAllAccountsApiResource: NotFoundException(String) only sets the exception's own message for logs, it never reaches the response body, so a "client not found" 404 always came back empty; now built as a proper JSON error body. Also collapsed the message/defaultUserMessage/ errors[0].defaultUserMessage triple down to one message field -- this endpoint never raises more than one error at a time, so the repetition added nothing. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-09-08 15:16:07 +05:30
keshav	e33e0f23fe	feat: cashier reports, daily interest enhancements and business date sync	2026-09-08 10:45:04 +05:30
niteshandClaude Sonnet 5	8ecab08d57	fix(shares,savings): remove product-config voucher auto-resolve, fix charge/currency edit bugs, gate withdrawal on settlement ... - ShareAdvanceCollectionApiResource: drop the hardcoded/auto-resolved Share Suspense GL lookup for by-voucher search; GL account and voucher are now both required, manually-selected inputs. apply() now accepts a separately-verified entry-fee receipt (chargeCollectionId) so a fee collected into a different GL than the share value is never swept into the Sundry leg or double-posted to income. - ClerkShareWithdrawalRequestApiResource: hard-block approval when collection_applied is false, so shares nobody has actually paid for can't be redeemed off an Active-but-unsettled account. - ProductPendingEditFieldMapper / ShareProductDataSerializer: fix maker-checker edits on share products silently dropping charges (chargesSelected vs charges field-name mismatch) and NPEing on approval when the replay JSON carries no currencyCode. - SavingsAccount: initialize the clearing-hold field to zero so new savings submissions don't violate the NOT NULL constraint on total_savings_amount_on_hold_clearing. - CashReportApiResource: fix voucher number resolution for GL-type ledger entries. - application.properties: revert local tenant DB password default. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-08-30 20:02:50 +05:30
keshav	29677e610c	done	2026-08-30 11:10:42 +05:30
niteshandClaude Sonnet 5	1bc9d0901d	feat(savings): facility charge mapping admin API, enforce mapped-charge validation, INR-only currency, GL chart backfill ... Adds the admin read/write API for m_facility_charge_mapping (list, template, update) so facilities can be pointed at a real charge instead of relying on the seeder's implicit auto-link, and makes enable-on-account paths (activation and edit-approval, both savings and current accounts) throw instead of silently skipping the charge when a facility isn't mapped or is inactive. Migrations 0497-0509 back this up: reset all facility mappings to unmapped/inactive by default, backfill lost roles/permissions/charges, enforce INR as the only organisation currency, backfill the full real-world chart of accounts (44 core + 60 priority GL heads) with standardized gl_codes, and retire the unused system-defined payment types (Share Redemption Transfer and friends) in favor of Cash/Transfer only, matching the teller dashboard's simplified payment-type flow. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-08-27 18:41:42 +05:30
keshav	1a2a945464	Merge branch 'origin/dev' into dev	2026-08-25 11:32:55 +05:30
keshav	73ec85cfd6	feat: implement account register, branch day, voucher verification, and share dividend backend APIs	2026-08-25 11:31:49 +05:30
nitesh	5c0a482f49	feat(kyc): resolve DIP/MNRL demo verdicts locally, make the check toggleable ... Every mobile-number lookup was calling out to a local mock HTTP service on port 8090 that had to be started separately, so the check failed with a connection error whenever that process wasn't running. Ports the mock's full verdict table (suspected, disconnected, suspected+disconnected, clean) into MobileLookupServiceImpl itself, so the demo/test numbers resolve in-process with no HTTP call. Adds fineract.mobile-lookup.enabled (default off) to skip the real DIP/MNRL call entirely for local work; every number then resolves CLEAN and is stamped LOOKUP_DISABLED_BY_CONFIG in the log so it's never mistaken for a genuine pass. Must be turned back on before UAT/production.	2026-08-19 10:35:48 +05:30
niteshandClaude Sonnet 5	14b2585cf5	feat(loan-origination): add full backend persistence for the sanctioning pipeline ... Adds a lightweight loan-origination-pipeline module (application, stage history, approvals, FI checks and documents) with server-side validation per stage transition, so every field, upload and decision on the Loan Origination screen survives a page refresh instead of living only in the browser. Also fixes two content-store bugs found while wiring document uploads through the generic Fineract document store: the CSV mime/extension whitelist rejected bank-statement uploads outright, and the post-upload mime consistency check rejected any CSV whose byte-content sniffs as text/plain (which is all of them, since CSV has no distinguishing magic bytes). Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-08-17 17:12:43 +05:30
Anshul Rathore	a2fa8688ae	Update client KYC and AML changes	2026-08-14 12:54:43 +05:30
keshav	a8ca7dd948	feat: implement DIP/MNRL lookups and enhance Sanctions screening workflows ... - Implement DIP/MNRL lookup logs table, filtering, and detail review under reports. - Integrate DIP verification gating on client creation, allowing officers to record PROCEEDED/REJECTED decisions with reasons. - Upgrade Sanctions verification dialog to support comparing Name, DOB, and Nationality particulars. - Add Sanctions disposition recording (FALSE_POSITIVE / CONFIRMED_MATCH) awaiting Principal Officer approval. - Add sanctions-alert-review-dialog for reviewers to assess and escalate/clear flagged names. - Enforce strict screening reset logic on client name changes, preventing bypass of existing blocks. - Update routes and shell menu navigation to include DIP/MNRL Lookups and Sanctions Logs.	2026-08-14 10:46:59 +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	baf30cff68	kyc exception at client creation time and some tds work	2026-08-05 17:27:56 +05:30
niteshandClaude Sonnet 5	190cd92a85	fix(accounting): resolve Sponsor DD Payable SBI GL account parent by gl_code, update default tenant DB password ... The 0345 changelog hardcoded the "OTHER LIABILITY" parent row's numeric id (22), which only matched the default tenant's auto-increment history and broke the FK insert (and the whole Liquibase run / app startup) on tenants seeded differently, e.g. saga. Now resolves parent_id via a SELECT on gl_code='9' and marks the changeSet runOnChange so it safely re-validates on tenants that already ran the old version. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-07-31 13:53:27 +05:30
keshav	026d902199	minor change on client	2026-07-28 10:43:06 +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
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
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	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
keshav898966	1ff3f9c0c9	shares account link to new saving account	2026-06-23 15:23:30 +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
AdityaandClaude Opus 4.7	7dea88d30f	Fix family-member PUT 500; CORS POST 403; Hikari local password default ... - 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>	2026-05-22 13:06:38 +05:30
Nitesh Yadav	001a79e35e	merge code feature/Backend-DSC-MFA this branch date 15-05-2026	2026-05-15 13:08:15 +05:30
AdityaandClaude Opus 4.7	6558ea6998	DSC-2FA login fix + Individual-only link pickers + Title Case names ... - 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>	2026-05-15 11:50:04 +05:30
Nitesh Yadav	167079c2d7	merege code feature/Backend-DSC-MFA branch	2026-05-12 12:48:43 +05:30
LincPay	ac9eb24e43	Update fineract-provider/src/main/resources/application.properties	2026-05-12 11:20:34 +05:30
LincPay	a8aa941ed5	Update fineract-provider/src/main/resources/application.properties	2026-05-11 12:30:53 +05:30
Nitesh Yadav	304f694387	merging code	2026-04-20 14:51:57 +05:30
AdityaandClaude Opus 4.6	b4429d04b0	Add Client CKYC backend module with all source, migrations, and static resources ... Includes CKYC batch processing, KYC proof types, non-CKYC client APIs, ReKYC handler, SFTP upload service, and DB migrations (0250-0255). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-16 13:42:21 +05:30
Nitesh Yadav	d7821c7824	update saving product code	2026-04-13 13:26:33 +05:30
AdityaandClaude Opus 4.6	87e132f93d	Add extended fields to ClientNonPersonDetails: authorizedSignatory, additionalInfo, dateOfRegistration ... Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 15:06:45 +05:30
AdityaandClaude Opus 4.6	ba5365d4af	Add all CBS custom modules: KYC, Sanctions, RBI Feed, OpenProject, Mobile Lookup, Charges, Avro schemas ... Includes all prior work not yet committed on this branch: - KYC module (LincPay eKYC: PAN, Aadhaar OTP, GSTIN verification) - Sanctions screening (UN Security Council consolidated list) - RBI Feed integration with scheduled jobs - OpenProject API integration - Mobile lookup service - Charge module enhancements (current account support) - Client family member nominee fields - Avro schema updates - Liquibase migrations 0216-0224 - Postman collections for OpenProject, RBI Feeds, Sanctions - SQL seed scripts Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-18 17:54:10 +05:30
Aleksandar VidakovicandAleksandar Vidakovic	ae3e2a6343	FINERACT-2245: New command processing - mix taxonomy	2026-02-18 20:26:51 +01:00
Aleksandar VidakovicandGitHub	3a842ecb9a	FINERACT-2243: New command processing - payment type (#5506)	2026-02-18 08:19:29 -06:00
Aleksandar VidakovicandAleksandar Vidakovic	2ff0c62f40	FINERACT-2246: New command processing - document management	2026-02-16 14:56:40 +01:00
Aleksandar VidakovicandAleksandar Vidakovic	02fb166b5b	FINERACT-2239: New command processing - resource notes	2026-02-11 00:15:27 +01:00
4 people	8d064ddf6c	FINERACT-2452: New command processing - audit ... Co-Authored-By: Adam Saghy <adam.saghy@dpc.hu> Co-Authored-By: Yu Wati Nyi <nyi22y@mtholyoke.edu>	2026-02-05 12:55:05 +01:00
Attila BudaiandArnold Gálovics	82e6a237a6	FINERACT-2418: add origination api implementation	2026-01-28 17:01:57 +01:00
Attila BudaiandAdam Saghy	f83ea7ea15	FINERACT-2418: create the loan origination module	2026-01-19 14:14:20 +01:00
mariiaKraievskaandGitHub	8644d66fc0	FINERACT-2326: Fix configuration options for CORS (#5210)	2025-12-09 06:52:34 -06:00
Adam Saghy	8391614330	FINERACT-2326: Add configuration options for CORS handling	2025-12-08 10:23:17 +01:00
Adam Saghy	4c22e2a9fc	FINERACT-2326: Force single-threaded execution of tenant database upgrades	2025-12-05 15:50:41 +01:00
Adam Saghy	89e9cfcd7d	FINERACT-2386: Journal entry aggregation capabilities	2025-10-03 11:07:12 +02:00