Aman-Mittal commented on issue #782:
URL:
https://github.com/apache/fineract-backoffice-ui/issues/782#issuecomment-6211206501
## Business process flow
```mermaid
flowchart TD
A["Savings transaction row"] --> B{"Problem found"}
B -- "Posted in error, no trace needed" -->
U{"UNDOTRANSACTION_SAVINGSACCOUNT?"}
B -- "Wrong amount or date" --> M{"ADJUSTTRANSACTION_SAVINGSACCOUNT?"}
B -- "Must be reversed with audit trail" -->
R{"REVERSETRANSACTION_SAVINGSACCOUNT?"}
U -- Yes --> U1["command=undo (exists today)"]
M -- Yes --> M1["Prefilled form, command=modify"]
R -- Yes --> R1["Confirm and note, command=reverse"]
U & M & R -- No --> N["Action hidden or disabled"]
M1 & R1 --> Q{"Maker-checker on?"}
Q -- Yes --> Q1["Queued for the matching _CHECKER"]
Q -- No --> Z["Balance recalculated"]
O["Credit officer sets account overdraft<br/>UPDATE_SAVINGSACCOUNT"] -->
O1{"Product allows overdraft?"}
O1 -- No --> O2["Section hidden"]
O1 -- Yes --> O3["allowOverdraft, overdraftLimit, rate, min overdraft
for interest"]
O3 --> O4["PUT /savingsaccounts/:id"]
```
## UI mockup
```text
┌ Savings account SA-00042 · Transactions ─────────────────────────────────┐
│ Date Type Amount Balance │
│ 2026-10-15 Deposit 5,000.00 12,400.00 [⋮] │
│ ├ Modify … ←
ADJUSTTRANSACTION_SAVINGSACCOUNT
│ ├ Reverse … ←
REVERSETRANSACTION_SAVINGSACCOUNT
│ └ Undo ←
UNDOTRANSACTION_SAVINGSACCOUNT
└──────────────────────────────────────────────────────────────────────────┘
┌ Edit savings account · Overdraft ─── (shown when the product allows it) ─┐
│ [✓] Allow overdraft │
│ Overdraft limit * [ 2,000.00 ] (product max 5,000.00) │
│ Overdraft interest rate (%) [ 18.0 ] │
│ Min overdraft for interest calc [ 100.00 ] │
└──────────────────────────────────────────────────────────── [Save] ──────┘
```
--
This is an automated message from the Apache Git Service.
To respond to the message, please log on to GitHub and use the
URL above to go to the specific comment.
To unsubscribe, e-mail: [email protected]
For queries about this service, please contact Infrastructure at:
[email protected]