[jira] [Commented] (FINERACT-2120) Add functionality for withdrawals to a linked account and disbursements to a linked account

2024-09-04 Thread James Dailey (Jira)


[ 
https://issues.apache.org/jira/browse/FINERACT-2120?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=17879348#comment-17879348
 ] 

James Dailey commented on FINERACT-2120:


This is not sufficiently detailed as a ticket for someone to evaluate.   And, 
then the pull requests were done without discussion on list or any comment 
here.  While we have a lazy consensus approach, without specificity there can 
be no consensus.  Please restart this process with email and details... get 
consensus.  Then do a pull request.   

> Add functionality for withdrawals to a linked account and disbursements to a 
> linked account
> ---
>
> Key: FINERACT-2120
> URL: https://issues.apache.org/jira/browse/FINERACT-2120
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Apurb Rajdhan
>Priority: Major
>
> Add features like withdrawal to linked account and disburse to linked account 
> to increase interoperability between FSPs  using Payment Hub APIs and Interop 
> table.



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[jira] [Updated] (FINERACT-2077) Release 1.10 macro ticket

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2077?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2077:
---
Fix Version/s: 1.10.0
   (was: 1.11.0)

> Release 1.10 macro ticket 
> --
>
> Key: FINERACT-2077
> URL: https://issues.apache.org/jira/browse/FINERACT-2077
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: James Dailey
>Assignee: James Dailey
>Priority: Major
> Fix For: 1.10.0
>
>
> This is the ticket for the release 1.10.  



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[jira] [Updated] (FINERACT-1803) Extension point: content repository

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1803?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1803:
---
Fix Version/s: (was: 1.10.0)

> Extension point: content repository
> ---
>
> Key: FINERACT-1803
> URL: https://issues.apache.org/jira/browse/FINERACT-1803
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> This is a low hanging fruit. Currently the content repository is set via a 
> database configuration table. It would be better and more consistent to move 
> this to application.properties instead. Dependency injection best practices 
> are not followed, so we would improve that too and have - as a nice side 
> effect - less files to deal with, no more database dependency and users could 
> develop more custom content repositories.
> While we are at it: remove the unnecessary distinction between "files" and 
> "images"... and within images: no need to distinguish between client, staff 
> or any other image for that matter.
> Provide a migration tool to import existing legacy files/images into the new 
> repository format.



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[jira] [Updated] (FINERACT-2068) Loan account status history

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2068?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2068:
---
Fix Version/s: (was: 1.10.0)

> Loan account status history
> ---
>
> Key: FINERACT-2068
> URL: https://issues.apache.org/jira/browse/FINERACT-2068
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Mihaly Dallos
>Priority: Major
>  Labels: PepperSoup
> Fix For: 1.11.0
>
>
> In order to better keep track of loan lifecycle changes and be able to emit 
> external events, loan lifecycles changes should be stored and configured for 
> watcher. 
> We need to add an extra listener for the 
> {{{}LoanStatusChangedBusinessEvent{}}}. When this event was triggered, we 
> need to fetch the actual business date and store in the database.
> These details can be helpful to create business steps and reports which rely 
> on these details.



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[jira] [Updated] (FINERACT-2062) Use 48 weeks in a year when interest rate is per month

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2062?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2062:
---
Fix Version/s: (was: 1.10.0)

> Use 48 weeks in a year when interest rate is per month
> --
>
> Key: FINERACT-2062
> URL: https://issues.apache.org/jira/browse/FINERACT-2062
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Affects Versions: 1.9.0
>Reporter: Kigenyi Wilfred
>Priority: Minor
> Fix For: 1.11.0
>
>
> Given that the interest rate period on a loan is monthly and client has 
> chosen to make weekly repayments, it makes more sense to assume that there 
> are 4 weeks in the month and 12 months in the year which comes to 48 weeks 
> rather than assuming the traditional 52 weeks in the year.
> For example if a loan has a flat interest rate of 2% Per month and the 
> principal is 1000 and the repayments are weekly, weekly interest is currently 
> computed as follows:
> interest per week = (0.02*12*1000)/52 = 4.61538
> it would make more sense if interest per month is computed as follows:
> interest per week = (0.02*12*1000)/48 = 5
>  
> In other words there is no need for computing weeks in a year when we are 
> dealing with a month. There are 4 weeks in a month and this assumption 
> calculates a more reasonable figure as compared to when we compute weeks in 
> year.



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[jira] [Updated] (FINERACT-1986) Modular Security Architecture: Phase 3

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1986?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1986:
---
Fix Version/s: (was: 1.10.0)

> Modular Security Architecture: Phase 3
> --
>
> Key: FINERACT-1986
> URL: https://issues.apache.org/jira/browse/FINERACT-1986
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> Refactor current authorization (aka "permission enforcement") as a module; 
> some refactorings needed in REST resource classes b/c current enforcement not 
> following best practices; 100% backwards compatible, authorization as before, 
> same database tables.



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[jira] [Updated] (FINERACT-1989) Add Spring Modulith

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1989?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1989:
---
Fix Version/s: (was: 1.10.0)

> Add Spring Modulith
> ---
>
> Key: FINERACT-1989
> URL: https://issues.apache.org/jira/browse/FINERACT-1989
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> Automatic dependency diagram generation via Spring Modulith. Add module 
> documentation stubs.



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[jira] [Updated] (FINERACT-1951) Add filter on cashier teller management for transactions

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1951?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1951:
---
Fix Version/s: (was: 1.10.0)

> Add filter on cashier teller management for transactions
> 
>
> Key: FINERACT-1951
> URL: https://issues.apache.org/jira/browse/FINERACT-1951
> Project: Apache Fineract
>  Issue Type: Improvement
> Environment: Mifos community App 21.07.3
>Reporter: ibrahim kimbugwe
>Assignee: Francis Guchie
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2023-07-09-18-24-49-473.png, 
> image-2023-07-09-18-26-53-403.png
>
>
> In the cashier teller management module, the cashier may need to filter and 
> reconcile balances on a daily basis side the cashier teller module. For this 
> to be achieved, there need to be filters that allow the user to d so as per 
> the screenshot below
> !image-2023-07-09-18-26-53-403.png|width=587,height=405!
>  
> Filter for;
>  * Transaction type either cash in or cashout
>  * Transaction date
>  * Transaction ID
> We also need to change the layout to have the last transaction on the first 
> page.
>  



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[jira] [Updated] (FINERACT-1095) Remove direct sqlSearch support from /clients and all other APIs [Security & Performance]

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1095?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1095:
---
Fix Version/s: (was: 1.10.0)

> Remove direct sqlSearch support from /clients and all other APIs [Security & 
> Performance]
> -
>
> Key: FINERACT-1095
> URL: https://issues.apache.org/jira/browse/FINERACT-1095
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Michael Vorburger
>Assignee: Mihaly Dallos
>Priority: Major
> Fix For: 1.11.0
>
>
> While code reviewing PRs from [~Manthan] such as 
> [https://github.com/apache/fineract/pull/1171/files] and 
> [https://github.com/apache/fineract/pull/1123/files] re. FINERACT-854, I've 
> learnt about Fineract's support for an {{sqlSearch}} parameter on a number of 
> its APIs, such as {{/clients}} (and others).
> According to 
> [https://demo.fineract.dev/fineract-provider/api-docs/apiLive.htm] :
> {quote}_sqlSearch
>  String optional 
>  Use an sql fragment valid for the underlying client schema to filter 
> results. e.g. display_name like %K%
> {quote}
> [https://github.com/apache/fineract/search?p=2&q=sqlSearch&unscoped_q=sqlSearch]
>  shows all current occurrences. There are a number, but not THAT many either. 
> (By far not every API supports this, only a handful.)
> This can be used e.g. like this: 
> [https://demo.fineract.dev/fineract-provider/api/v1/clients?paged=true&sqlSearch=c.account_no=3&tenantIdentifier=default]
> To me, this is an egregious violation of "layering architecture". Basically, 
> the REST API gives you direct SQL database access! You apparently have to 
> know the exact name of not the SQL table but the alias used in the respective 
> internally hard-coded query (note the use of {{c.}} in the example above, NOT 
> {{m_client}}), and the internal SQL column name (note the use of 
> {{account_no}}, NOT {{accountNo}}). There is no real documentation how to use 
> this, and even if there were, in my tests I've noticed its fairly easy to 
> provoke _500 Internal Server Errors_ when using {{sqlSearch}} with a slightly 
> wrong syntax.
> From a security point of view, it's not quite as bad as it looks, because 
> there is code with heuristics to "validate" the {{sqlSearch}} and prevent SQL 
> Injections. But that could have holes (I don't want to know!), so... this 
> still isn't great, at all, IMHO.
> From a performance point of view, permitting clients to run arbitrary queries 
> isn't great either. You can't really reliable offer performance guarantees, 
> or offer tuning with indices, if at the end of the day the wide open API just 
> lets a client "query whatever they want" anyway.
> Use of {{sqlSearch}} by (public) API clients isn't that hard to find. I did 
> some digging, and:
>  * The new web-app UI doesn't use sqlSearch (or not yet), see 
> [https://github.com/openMF/web-app/search?q=sqlSearch&unscoped_q=sqlSearch]
>  * The old community-app UI does use sqlSearch, see 
> [https://github.com/openMF/community-app/search?p=1&q=sqlSearch&unscoped_q=sqlSearch].
>  But only in 2 very specific places, for Loans' {{l.loan_status_id in 
> (100,200)}} and Clients' {{c.status_enum=100}}. This was apparently 
> introduced by [~vishwasbabu]  in 
> [https://github.com/openMF/community-app/pull/1582|https://github.com/openMF/community-app/pull/1582/files]
>  for [MIFOSX-2712.|https://mifosforge.jira.com/browse/MIFOSX-2712.] It's 
> noteworthy that the Find on 
> [https://cui.fineract.dev/.../clients|https://cui.fineract.dev/?baseApiUrl=https://demo.fineract.dev&tenantIdentifier=default#/clients]
>  does NOT use {{sqlSearch}} but the [/search 
> API|https://demo.fineract.dev/fineract-provider/api-docs/apiLive.htm#search]
>  * other repos on openMF, such as Mobile Apps & Co, don't realy seem to 
> actively use {{sqlSearch}}, looking at 
> [https://github.com/search?p=7&q=org%3AopenMF+sqlSearch&type=Code]
> Other than that, I don't know if anyone actively using {{sqlSearch}} would 
> have any major objections to... just simply altogether removing this 
> entirely? Folks may of course be using this in their own client UIs, but... 
> they really shouldn't, this is a "bad" API. If you are missing a query 
> facility, just contribute to the upstream project and raise a pull request to 
> add whatever query option you are missing to whatever Fineract API (such as 
> e.g. by status for Loans and Clients).
> Let's further discuss on the developer mailing list on thread "Use of 
> sqlSearch argument in Groups/Clients List" if anyone wants to strongly defend 
> {{sqlSearch}}. If not, let's just completely remove it. We do have to first 
> replace the small current use in the community-app.
> PS: Nota bene that this issue isn't stating that a RES

[jira] [Updated] (FINERACT-1289) Tax component not working as expected

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1289?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1289:
---
Fix Version/s: (was: 1.10.0)

> Tax component not working as expected
> -
>
> Key: FINERACT-1289
> URL: https://issues.apache.org/jira/browse/FINERACT-1289
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Accounting, Charges
>Affects Versions: 1.4.0
>Reporter: Bharath Gowda
>Assignee: Chirag Gupta
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: loan charge config.png, loan charge split not 
> happening.png, loan product config -1.png, loan product config -2.png, tax 
> component config.jpeg, tax group config.png
>
>
> tax attached to the loan charge is not getting affected at the 
> loan/accounting level
> To reproduce
> 1. Create a tax component-> create a tax group with the component created.
> 2. Create loan charge(any parameter, refer to the attachment for the 
> parameters I used) and map the tax group created.
> 3. Add the charge to the loan product (with periodic accrual accounting) 
> enabled
> 4. create/approve/disburse a loan from that loan product.
> 5. Ideally the charge with the tax attached should have JE splits for charge 
> amount and tax amount separated.
> But the tax bifurcation is not happening
>  
> Have attached 
> product config screenshot, charge config screenshot, tax config screenshot, 
> and loan issue screenshot for more understanding
> Please add a comment if you need any help
>  



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[jira] [Updated] (FINERACT-1703) Deactivating a system user

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1703?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1703:
---
Fix Version/s: (was: 1.10.0)

> Deactivating a system user
> --
>
> Key: FINERACT-1703
> URL: https://issues.apache.org/jira/browse/FINERACT-1703
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Security
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2022-08-21-18-18-58-042.png
>
>
> As a security measure, organisations from time to time change employees. This 
> means users are created and sometimes deleted or deactivated. Such cases may 
> include an employee under investigation or under temporary suspension. After 
> issues are sorted, the user has to be activated again.
> We need to enhance the system to have a check button for active
> !image-2022-08-21-18-18-58-042.png|width=542,height=344!



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[jira] [Updated] (FINERACT-2028) Have correct Audit Log entries inserted related to Jobs

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2028?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2028:
---
Fix Version/s: (was: 1.10.0)

> Have correct Audit Log entries inserted related to Jobs
> ---
>
> Key: FINERACT-2028
> URL: https://issues.apache.org/jira/browse/FINERACT-2028
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Job Scheduler
>Affects Versions: 1.8.4
>Reporter: Peter Santa
>Priority: Major
>  Labels: BeanSalad
> Fix For: 1.11.0
>
>
> h1. Background
> Currently there are no audit logs inserted while running jobs.
> h1. Goal
> Have correct audit log inserted.
> h1. Acceptance Criteria
>  * there is a log entry in case the job is triggered



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[jira] [Updated] (FINERACT-1797) Remove tenant references from cache annotations

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1797?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1797:
---
Fix Version/s: (was: 1.10.0)

> Remove tenant references from cache annotations
> ---
>
> Key: FINERACT-1797
> URL: https://issues.apache.org/jira/browse/FINERACT-1797
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> At the moment pretty much all "@Cache" annotations contain a reference to "
> org.apache.fineract.infrastructure.core.service.ThreadLocalContextUtil" to 
> keep the cache separated by tenant. This makes the code quite unreadable, but 
> spreads the use of this util class all over the place and makes it quite 
> impossible to refactor the tenant mechanics.
> As a preparation for this (=simplifying the tenant mechanics) the thread 
> context utility class will be removed from the cache annotations and replaced 
> with a central Spring Java config. This should also make it easier to split 
> up the code base into separate modules (one less dependency).



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[jira] [Updated] (FINERACT-1130) Add ErrorProne's TypeParameterUnusedInFormals

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1130?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1130:
---
Fix Version/s: (was: 1.10.0)

> Add ErrorProne's TypeParameterUnusedInFormals
> -
>
> Key: FINERACT-1130
> URL: https://issues.apache.org/jira/browse/FINERACT-1130
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Michael Vorburger
>Assignee: Percy Ashu
>Priority: Minor
> Fix For: 1.11.0
>
>
> Following up on FINERACT-822 for [~Percy Ashu] to add 
> TypeParameterUnusedInFormals some time, if interested (so that we can close 
> FINERACT-822 for 1.4.0).



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[jira] [Updated] (FINERACT-1535) Migration from Mifos to Fineract

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1535?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1535:
---
Fix Version/s: (was: 1.10.0)

> Migration from Mifos to Fineract
> 
>
> Key: FINERACT-1535
> URL: https://issues.apache.org/jira/browse/FINERACT-1535
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Database, Migration Scripts
>Affects Versions: 1.7.0
>Reporter: Sifiso Mtetwa
>Assignee: Aleksandar Vidakovic
>Priority: Critical
> Fix For: 1.11.0
>
> Attachments: MifostoFineract.sql
>
>
> Dear All,
>  
> Since Mifos 18.03.01 we have encountered many bugs trying to migrate to 
> Fineract. This has prohibited some long standing Mifos users to efficiently 
> move to Fineract without facing some challenges. Some migration scripts have 
> been included but most schema changes have yet to be dealt with. While some 
> fixes have been applied to isolated instances there is need to provide 
> official support to this bug. And to cleanup the current script on the latest 
> stable release 1.6.0. Therefore using schema diffs and manually debugging we 
> have come up with a solution providing  the entire migration script. 
> However the tenantUpgradeService obviously includes a good chunk of the 
> script but a lot is still missing and some of it has code errors.
> Can we include this script removing the script that is added already to the 
> service automatically deployed on startup. Is there a quick way of 
> identifying which script has been left out from Fineract so that some of the 
> queries are not duplicated?  
> Any suggestions and or solutions will be very much appreciated.
>  



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[jira] [Updated] (FINERACT-1956) Added the skeleton structure necessary to publish doc using Antora

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1956?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1956:
---
Fix Version/s: (was: 1.10.0)

> Added the skeleton structure necessary to publish doc using Antora
> --
>
> Key: FINERACT-1956
> URL: https://issues.apache.org/jira/browse/FINERACT-1956
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Docs
>Affects Versions: 1.9.0
>Reporter: John Ruhiu
>Priority: Major
> Fix For: 1.11.0
>
>
> Currently, documentation is scattered in various platforms(tools) i.e readme, 
> wiki, project landing page and asciidoc. To streamline documentation, this 
> task aims to consolidate the relevant content from the various sources into 
> asciidoc and have docs as code which will be easier to create, update, 
> version control and so on.
> This task creates the initial structure necessary to publish asciidoc files 
> using Antora static site generator. 



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[jira] [Updated] (FINERACT-2083) Balloon repayment amount for Loan account

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2083?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2083:
---
Fix Version/s: (was: 1.9.0)
   (was: 1.10.0)

> Balloon repayment amount for Loan account
> -
>
> Key: FINERACT-2083
> URL: https://issues.apache.org/jira/browse/FINERACT-2083
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Loan
>Reporter: Jose Alberto Hernandez
>Priority: Minor
> Fix For: 1.11.0
>
>
> Balloon repayment amount for Loan account
> A balloon payment is {*}the final amount due on a loan that is structured as 
> a series of small monthly payments followed by a single much larger sum at 
> the end of the loan period{*}. The early payments may be all or almost all 
> payments of interest owed on the loan, with the balloon payment being the 
> principal of the loan.



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[jira] [Updated] (FINERACT-1980) 4-eye checker user can approve their own make command

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1980?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1980:
---
Fix Version/s: (was: 1.10.0)

> 4-eye checker user can approve their own make command
> -
>
> Key: FINERACT-1980
> URL: https://issues.apache.org/jira/browse/FINERACT-1980
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Security
>Affects Versions: 1.9.0
>Reporter: Peter Santa
>Priority: Major
> Fix For: 1.11.0
>
>
> h1. Steps to reproduce
>  * Enable maker-checker functionality and create a role with permission to 
> make and check journal entries
>  * Create a journal entry
>  * Send approval for create journal entry command (POST 
> /makercheckers/\{{original make journal entry command ID}}?command=approve)
> h1. Expected results
> Check request for own command cannot be executed
> h1. Real results
> Check request for own command can be executed



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[jira] [Updated] (FINERACT-1249) Re-introduce type safety in JAX-RS resource classes

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1249?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1249:
---
Fix Version/s: (was: 1.10.0)

> Re-introduce type safety in JAX-RS resource classes
> ---
>
> Key: FINERACT-1249
> URL: https://issues.apache.org/jira/browse/FINERACT-1249
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: SDK
>Reporter: Michael Vorburger
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> I'll raise a PR to add the https://github.com/swagger-api/validator-badge to 
> the top of our README.
> It will show that our Swagger is currently INVALID, 
> https://validator.swagger.io/validator/debug?url=https://demo.fineract.dev/fineract-provider/swagger-ui/fineract.yaml
>  shows why.
> The goal of this issue is to resolve all problems causing Swagger validation 
> error and get that badge on the README to turn green.
> [~aleks] or [~ptuomola] or [~sanyam] ([~sanyam96]?) or [~Grandolf49] or 
> [~manthan] perhaps this is something one of you would be interested in 
> resolving?



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[jira] [Updated] (FINERACT-1322) Add Support for a Bi Monthly Loan Product

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1322?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1322:
---
Fix Version/s: (was: 1.10.0)

> Add Support for a Bi Monthly Loan Product
> -
>
> Key: FINERACT-1322
> URL: https://issues.apache.org/jira/browse/FINERACT-1322
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Loan
>Affects Versions: 1.8.0
>Reporter: Yemdjih Kaze Nasser
>Priority: Major
> Fix For: 1.11.0
>
>
> Add the ability to create a loan that is collected twice a month.  Date 
> selection would be one of two options
> Two dates selected for each month: default dates are already part of this 
> ensemble i.e 15th and 30th, 10th and 25th
> These date combinations may change midway for e,g 10/25 may become 15/30,  
> Which means we can edit the loan product’ First and second date thus 
> affecting the schedule change from that day.



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[jira] [Updated] (FINERACT-2059) Re-Aging of overdue loan (aka settlement plan)

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2059?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2059:
---
Fix Version/s: (was: 1.10.0)

> Re-Aging of overdue loan (aka settlement plan)
> --
>
> Key: FINERACT-2059
> URL: https://issues.apache.org/jira/browse/FINERACT-2059
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Mihaly Dallos
>Assignee: Mihaly Dallos
>Priority: Major
>  Labels: PepperSoup
> Fix For: 1.11.0
>
>
> h3. Re-aging
> Re-aging also known as Settlement Plan is to assist customers who are in 
> duress around repaying their loans;
> The goal is to create a new set of Installments for the same loan account 
> from the principal outstanding pending on the loan account
> For example, for a customer who is severely behind on payments, they could 
> agree to a settlement plan where instead of having to pay now, it could be 
> spread over the next 12 months, paying back the remaining 750 euro balance 
> but over 10 equal payments.



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[jira] [Updated] (FINERACT-1698) Prompt user to confirm Password before changing password

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1698?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1698:
---
Fix Version/s: (was: 1.10.0)

> Prompt user to confirm Password before changing password
> 
>
> Key: FINERACT-1698
> URL: https://issues.apache.org/jira/browse/FINERACT-1698
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Security
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2022-08-21-12-48-27-080.png
>
>
> Upon updating the password inside the user profile, a user needs to be 
> prompted his/her current password.
> Let's take a scenario of a user finishing work in the evening and forgets to 
> logout of the system, the current session is 5 minutes whereby if someone 
> gets onto the user's computer while logged in, he/she can change the password 
> since the system allows to change a password without need to confirm the old 
> password.
> !image-2022-08-21-12-48-27-080.png|width=554,height=280!
> This is a big security issue since the user's changed credentials can be used 
> even off the current PC to maliciously cause harm. 
> [~edcable] [~aleks], [~francisguchie] [~rrpawar] & [~eroemma] what is your 
> opinion on this and can it receive attention please?



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[jira] [Updated] (FINERACT-1540) Rounding Mode unable to change from default 6

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1540?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1540:
---
Fix Version/s: (was: 1.10.0)

> Rounding Mode unable to change from default 6
> -
>
> Key: FINERACT-1540
> URL: https://issues.apache.org/jira/browse/FINERACT-1540
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan, System
>Affects Versions: 1.7.0
>Reporter: Sifiso Mtetwa
>Priority: Blocker
>  Labels: LOAN
> Fix For: 1.11.0
>
> Attachments: roundingmode.jpg, roundingmodeerror.jpg
>
>
> If you create a product with Declining balance and Equal Amortisation the 
> scheduled repayments are never consistently equal. This is because Rounding 
> mode is currently a default of 6 in Global configurations. However if you 
> would like to change it to 
>  
> HALF_DOWN: If the discarded digit is .5 or lower, the last digit is rounded 
> down.
> HALF_UP: If the discarded digit is .5 or greater, the next digit is rounded 
> up.
> FLOOR: Rounds down to the nearest digit even if the discarded digit is .5 or 
> greater.
> CEILING: If the discarded digit is anything but zero, the next digit is 
> rounded up.
>  as in this ticket [https://mifosforge.jira.com/browse/MIFOSX-858]
>  
> Currently if you try and change to another value other than 6 it fails with 
> error "Unable to modify this configuration as it is a trap door 
> configuration. - "
> This issue dates as far back as 2014 and still persists in Fineract 1.6.0. Is 
> there a fix for this issue or if there are any branches that have solved this 
> that we can merge.
>  
>  
>  



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[jira] [Updated] (FINERACT-2038) Upgrade to Spring Boot 3.2.x

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2038?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2038:
---
Fix Version/s: (was: 1.10.0)

> Upgrade to Spring Boot 3.2.x
> 
>
> Key: FINERACT-2038
> URL: https://issues.apache.org/jira/browse/FINERACT-2038
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-2109) Java libraries dependencies versions between modules

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2109?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2109:
---
Fix Version/s: (was: 1.10.0)

> Java libraries dependencies versions between modules
> 
>
> Key: FINERACT-2109
> URL: https://issues.apache.org/jira/browse/FINERACT-2109
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Jose Alberto Hernandez
>Priority: Minor
> Fix For: 1.11.0
>
>
> *Background*
> Fineract modules have inconsistent Spring and other library versions.
> This can cause random issues like a LoanCOBManagerConfiguration.class class 
> loading error.
> The following command can be used to check lib versions:
> ./gradlew dependencyReport
> Investigate why the library versions are different and ensure that the 
> modules are using the same library versions.



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[jira] [Updated] (FINERACT-1699) Print Submitted collection sheet

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1699?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1699:
---
Fix Version/s: (was: 1.10.0)

> Print Submitted collection sheet
> 
>
> Key: FINERACT-1699
> URL: https://issues.apache.org/jira/browse/FINERACT-1699
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Groups
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2022-08-21-14-55-53-508.png
>
>
> On submitting a collection sheet, the system posts the money to the 
> respective accounts. There is however no check to see the submitted sheet 
> after submission. 
> !image-2022-08-21-14-55-53-508.png|width=558,height=480!
> We are looking at a scenario where the system user posts the correct figures 
> to the wrong person. All the validations are okay with the totals matching.  
> This would mean that customer A gets money that was supposed to be posted 
> onto customer B and vice versa. We need to have a printout either before 
> submission or after submission to be verified and filed by the organisation. 
> This will go further to enable the organisation to handle customers' issues 
> related to mismatching figures with their passbooks.



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[jira] [Updated] (FINERACT-1142) Recommend OAuth security for production installations

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1142?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1142:
---
Fix Version/s: (was: 1.10.0)

> Recommend OAuth security for production installations
> -
>
> Key: FINERACT-1142
> URL: https://issues.apache.org/jira/browse/FINERACT-1142
> Project: Apache Fineract
>  Issue Type: Sub-task
>  Components: Security
>Affects Versions: 1.8.0
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> [~awasum] [~edcable] a reminder of our recent discussion as suggested by 
> Awasum



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[jira] [Updated] (FINERACT-1631) Illegal value for dayofmonth issue Fineract 1.7

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1631?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1631:
---
Fix Version/s: (was: 1.10.0)

> Illegal value for dayofmonth issue Fineract 1.7
> ---
>
> Key: FINERACT-1631
> URL: https://issues.apache.org/jira/browse/FINERACT-1631
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Savings
>Affects Versions: 1.7.0, 1.8.0
> Environment: Windows server 2023, tomcat 9, Mysql 8, Java 17
>Reporter: Chantilly Muyaya
>Priority: Major
> Fix For: 1.11.0
>
>
>  
> After one month of Fineract 1.7.0 deployment with Mifos community app for 
> front-end, everything was working well.
> At June 1 2022, I raise this exception,  "illegal value for dayofmonth field, 
> value 31 is not valid for month June" when I try to create saving account or 
> saving product.  But for other product or account type everything worked well.
> When I try manually to change the server date to move on month ended with 30 
> days the saving account worked correctly.



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[jira] [Updated] (FINERACT-1971) Minor bug-fixes and enhancements of 1.10.0

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1971?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1971:
---
Fix Version/s: (was: 1.10.0)

> Minor bug-fixes and enhancements of 1.10.0
> --
>
> Key: FINERACT-1971
> URL: https://issues.apache.org/jira/browse/FINERACT-1971
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Mihaly Dallos
>Priority: Minor
>  Labels: PepperSoup
> Fix For: 1.11.0
>
>
> This issue collects all the tiny PRs which improves Fineract either by 
> bug-fix or non-significant improvement. This issue gets closed with *1.10* 
> release. 



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[jira] [Updated] (FINERACT-1983) Date handling improvements - general

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1983?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1983:
---
Fix Version/s: (was: 1.10.0)

> Date handling improvements - general
> 
>
> Key: FINERACT-1983
> URL: https://issues.apache.org/jira/browse/FINERACT-1983
> Project: Apache Fineract
>  Issue Type: Task
>  Components: Loan, Savings
>Affects Versions: 1.9.0
>Reporter: Peter Santa
>Priority: Major
>  Labels: BeanSalad
> Fix For: 1.11.0
>
>
> h1. Goal
> Separate date handling of savings and loan accounts.



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[jira] [Updated] (FINERACT-1398) Standardize the Character Set and the Collation

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1398?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1398:
---
Fix Version/s: (was: 1.10.0)

> Standardize the Character Set and the Collation
> ---
>
> Key: FINERACT-1398
> URL: https://issues.apache.org/jira/browse/FINERACT-1398
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Database, Migration Scripts
>Affects Versions: 1.8.0
>Reporter: Victor Romero
>Priority: Major
> Fix For: 1.11.0
>
>
> It is required to have a Standard in Fineract for handling the Information 
> entered into the Database so then the Database creation, tables and migration 
> script should use the Standard Charset and Collation defined for Fineract.
> It is proposed to use as Standard in Fineract: utf8mb4 as charset and 
> utf8mb4_unicode_ci as collation.



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[jira] [Updated] (FINERACT-2037) Make test AdvancedPaymentAllocationLoanRepaymentScheduleTest.uc118() time independent

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2037?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2037:
---
Fix Version/s: (was: 1.10.0)

> Make test AdvancedPaymentAllocationLoanRepaymentScheduleTest.uc118() time 
> independent
> -
>
> Key: FINERACT-2037
> URL: https://issues.apache.org/jira/browse/FINERACT-2037
> Project: Apache Fineract
>  Issue Type: Bug
>Reporter: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> Currently the test fails when run on certain times of the day (early 
> afternoon CET?). Can we fix this to avoid falsely failing tests?



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[jira] [Updated] (FINERACT-1417) Introduce a new pivot date to filter the savings transactions.

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1417?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1417:
---
Fix Version/s: (was: 1.10.0)

> Introduce a new pivot date to filter the savings transactions.
> --
>
> Key: FINERACT-1417
> URL: https://issues.apache.org/jira/browse/FINERACT-1417
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Savings
>Reporter: Benura Abeywardena
>Assignee: Benura Abeywardena
>Priority: Major
> Fix For: 1.11.0
>
>
> Current fineract code base use multiple for loops to calculate the 
> transaction related data on a savings transaction. This adds an unnecessary 
> latency to a transaction request. By introducing a pivot date, this number of 
> iterations can be reduced with the help of savings account summary available. 
> However, in this scenario back dated transactions will not be allowed. Since, 
> there can be scenarios where back dated transactions are needed, a global 
> configuration is introduced to prevent breaking the existing use cases 
> completely.



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[jira] [Updated] (FINERACT-1950) Disallow backdated transactions - A Global Configuration

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1950?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1950:
---
Fix Version/s: (was: 1.10.0)

> Disallow backdated transactions - A Global Configuration 
> -
>
> Key: FINERACT-1950
> URL: https://issues.apache.org/jira/browse/FINERACT-1950
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: ibrahim kimbugwe
>Assignee: Francis Guchie
>Priority: Major
> Fix For: 1.11.0
>
>
> We need to have a global configuration to disallow backdated transactions for 
> a given period without necessarily closing an accounting period in the 
> closing entries. 
> A use case of a teller not being allowed to post a backdated transaction on a 
> customer after the till was balanced or after COB. The accountant can however 
> have the right to post GL transactions on a back date. 
>  
> This should however be set as a global configuration that can be turned on 
> and off. 
>  
> [~francisguchie] and [~bgowda] and [~eroemma] what do you think of this 
> improvement?



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[jira] [Updated] (FINERACT-1701) Printing posted GL transaction

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1701?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1701:
---
Fix Version/s: (was: 1.10.0)

> Printing posted GL transaction
> --
>
> Key: FINERACT-1701
> URL: https://issues.apache.org/jira/browse/FINERACT-1701
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Accounting
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2022-08-21-15-48-58-982.png, 
> image-2022-08-21-15-51-34-946.png, image-2022-08-21-15-55-06-535.png
>
>
> In the normal Banking environment, accounting is controlled by maker and 
> checker where the finance assistant posts transactions then the Finance 
> manager approves them. Such a transaction is stamped and filled for reference 
> before being approved in the system. 
> Workflow
> !image-2022-08-21-15-48-58-982.png|width=547,height=100!
> We need to add a printing functionality between the approval and the creation 
> of the entry
> !image-2022-08-21-15-55-06-535.png|width=554,height=110!
> This will help in the approval process.



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[jira] [Updated] (FINERACT-1184) Simple Interest Functionality

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1184?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1184:
---
Fix Version/s: (was: 1.10.0)

> Simple Interest Functionality
> -
>
> Key: FINERACT-1184
> URL: https://issues.apache.org/jira/browse/FINERACT-1184
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Savings
>Affects Versions: 1.8.0
>Reporter: Airsay
>Priority: Major
> Fix For: 1.11.0
>
>
> Simple Interest. While not widely used across FI, there are some clients that 
> don't compound interest. I've seen in the code-base that there were plans for 
> simple interest. I would like to see this in v1.5.



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[jira] [Updated] (FINERACT-1621) All transaction date should be set to current date place holders

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1621?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1621:
---
Fix Version/s: (was: 1.10.0)

> All transaction date should be set to current date place holders
> 
>
> Key: FINERACT-1621
> URL: https://issues.apache.org/jira/browse/FINERACT-1621
> Project: Apache Fineract
>  Issue Type: Improvement
>Affects Versions: 1.8.0
>Reporter: ibrahim kimbugwe
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: loan repayment issue.JPG
>
>
> At loan repayment, the system selects the proposed repayment date as per the 
> repayment schedule. I believe this should not be the case as the transaction 
> date always changes as many loans are not repaid at the proposed scheduled 
> date as they may pay before or after. To reduce errors when selecting the 
> transaction date, the system should pick the current date by default and 
> allow adjustments if it is a backdated transaction.
> !loan repayment issue.JPG|width=652,height=304!
> [~francisguchie] [~eroemma] & [~mkaitesi] what's your take on this?



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[jira] [Updated] (FINERACT-2086) Fix Savings Account Closure error

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2086?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2086:
---
Fix Version/s: (was: 1.10.0)

> Fix Savings Account Closure error
> -
>
> Key: FINERACT-2086
> URL: https://issues.apache.org/jira/browse/FINERACT-2086
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Savings
>Affects Versions: 1.9.0
>Reporter: Kigenyi Wilfred
>Priority: Minor
> Fix For: 1.11.0
>
>
> Sometimes when closing a savings a account a ClassCastException is raised and 
> results from attempting to cast a Short value to an Integer in 
> AccountAssociationsReadPlatformServiceImpl.java 
> AccountAssociationType associationType = 
> AccountAssociationType.fromInt((Integer) 
> statusMap.get({color:#6a8759}"type"{color})){color:#cc7832};{color}
>  



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[jira] [Updated] (FINERACT-1183) Ability to archive Fixed Deposit and recurring Deposit Products

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1183?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1183:
---
Fix Version/s: (was: 1.10.0)

> Ability to archive Fixed Deposit and recurring Deposit Products
> ---
>
> Key: FINERACT-1183
> URL: https://issues.apache.org/jira/browse/FINERACT-1183
> Project: Apache Fineract
>  Issue Type: New Feature
>Affects Versions: 1.8.0
>Reporter: Airsay
>Priority: Major
> Fix For: 1.11.0
>
>
> We should be able to archive Fixed Deposit and recurring deposit products 
> products like we have for loan products. When a product is no longer offered 
> by the FI, we should be able to mark that product as archived so that no new 
> accounts can be created for that product.
>  
> A possible alternative is to include FD and RD in the Office–.Products Entity 
> to Entity Mapping. 



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[jira] [Updated] (FINERACT-2002) Manage external IDs: Client

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2002?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2002:
---
Fix Version/s: (was: 1.10.0)

> Manage external IDs: Client
> ---
>
> Key: FINERACT-2002
> URL: https://issues.apache.org/jira/browse/FINERACT-2002
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Assignee: Adam Saghy
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-1664) Wrong Number of clients in a center

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1664?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1664:
---
Fix Version/s: (was: 1.10.0)

> Wrong Number of clients in a center 
> 
>
> Key: FINERACT-1664
> URL: https://issues.apache.org/jira/browse/FINERACT-1664
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Groups
>Affects Versions: 1.7.0, 1.8.0
>Reporter: ibrahim kimbugwe
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2022-07-08-20-36-53-060.png
>
>
> The number of clients in a center is wrong at the center details panel. It is 
> supposed to show the number of groups multiplied by the number of individual 
> members in individual groups.
> !image-2022-07-08-20-36-53-060.png|width=534,height=303!
>  
> [~francisguchie] , [~rrpawar] and [~eroemma] have you seen this issue? 



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[jira] [Updated] (FINERACT-2006) Forgot password on login page

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2006?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2006:
---
Fix Version/s: (was: 1.10.0)

> Forgot password on login page
> -
>
> Key: FINERACT-2006
> URL: https://issues.apache.org/jira/browse/FINERACT-2006
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: John Ruhiu
>Priority: Major
> Fix For: 1.11.0
>
>
> To do:
>  # Add a forgot password link on the login page which opens a form to fill 
> registered user/email
>  # On submitting the form, fineract will check if the user/email provided is 
> valid(and active). If valid, send an email with a temporary password will be 
> sent. The password will have a configurable expiry time
> Notes:
> A new flag to mark users who have requested for password reset to be added, 
> this will enforce password reset similar to first time login users.
> SCOPE:
> 1. Add “Forgot Password” link on the login page
> 2. When user clicks it, it opens a simple UI where user enters their email 
> address.
> 3. Verify the email exists if yes, autogenerate password then send it to the 
> user.
> 4. The temp password should have expiry of 24hours
> 5. When user tries to reset their password using temp password verify it’s 
> within 24hrs if yes allow user to reset password.
> NOTE: There is functionality already for generating password.



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[jira] [Updated] (FINERACT-1185) Interest Posting on Anniversary Dates

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1185?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1185:
---
Fix Version/s: (was: 1.10.0)

> Interest Posting on Anniversary Dates
> -
>
> Key: FINERACT-1185
> URL: https://issues.apache.org/jira/browse/FINERACT-1185
> Project: Apache Fineract
>  Issue Type: New Feature
>Affects Versions: 1.8.0
>Reporter: Airsay
>Priority: Critical
> Fix For: 1.11.0
>
>
> "Anniversary" Interest posting period. Some clients don't necessarily post 
> interest on the last day of the week, or month or quarter. What they do is 
> post interest on the "anniversary" date. So for a fixed deposit or recurring 
> deposit account opened on the 1st of the month, interest is posted on the 
> first of the month for monthly interests. Those opened say on the 29th are 
> posted on the 29th (or the last day of the month if that month doesn't have 
> 29 days like February). A similar thing is done for quarterly or bi-annual 
> postings. 



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[jira] [Updated] (FINERACT-1403) Advance repayment issue after loan rescheduling

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1403?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1403:
---
Fix Version/s: (was: 1.10.0)

> Advance repayment issue after loan rescheduling
> ---
>
> Key: FINERACT-1403
> URL: https://issues.apache.org/jira/browse/FINERACT-1403
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Affects Versions: 1.5.0
>Reporter: Bharath Gowda
>Assignee: Avik Ganguly
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: after advance repayment.png, before advance 
> repayment.png, product configuration.png
>
>
> The loan repayment schedule is calculating the wrong principal when advance 
> payment is done after the loan reschedule is done.
>  
> To reproduce,
> 1. Create a loan product as per the shared screenshot
> 2. Create a loan account and reschedule any installment and make the payment 
> for the rescheduled date
> 3. Make an advance payment for an installment (for any installment after the 
> rescheduled installment)
> Issue 
> when advance payment is done, the system is changing the principal amount, 
> and in turn, the installment is still not completely paid
> because of this, the loan is considered overdue even if the payment is done 
> on/before time.
>  
> Please find the example screenshot attached of the issue loan with complete 
> explanation and expected result
> please do let me know if you need any more clarification



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[jira] [Updated] (FINERACT-2056) Introduce Lombok to savings module

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2056?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2056:
---
Fix Version/s: (was: 1.10.0)

> Introduce Lombok to savings module
> --
>
> Key: FINERACT-2056
> URL: https://issues.apache.org/jira/browse/FINERACT-2056
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Pushkal Mudhapaka
>Priority: Major
> Fix For: 1.11.0
>
>
> This sub-task introduces Lombok annotations in savings module.



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[jira] [Updated] (FINERACT-1519) Fineract.dev CD is no longer auto-updating

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1519?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1519:
---
Fix Version/s: (was: 1.10.0)

> Fineract.dev CD is no longer auto-updating
> --
>
> Key: FINERACT-1519
> URL: https://issues.apache.org/jira/browse/FINERACT-1519
> Project: Apache Fineract
>  Issue Type: Bug
>Reporter: Michael Vorburger
>Assignee: Michael Vorburger
>Priority: Major
> Fix For: 1.11.0
>
>
> https://github.com/vorburger/www.fineract.dev/issues/15



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[jira] [Updated] (FINERACT-1817) Improve release plugin

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1817?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1817:
---
Fix Version/s: (was: 1.10.0)

> Improve release plugin
> --
>
> Key: FINERACT-1817
> URL: https://issues.apache.org/jira/browse/FINERACT-1817
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Minor
> Fix For: 1.11.0
>
>
> * add CVE email to announce and dev list
>  * improve maintenance release workflow
>  * create "maintenance/1.x" branches
>  * finish SVN step (add artifacts and commit)
>  * fix configured email recipients
>  * input validation
>  * close releases in Jira with API call
>  * introduce wizard?
> Implement the following steps:
>  * Release step 2
>  * Release step 4
>  * Release step 9
>  * Release step 13
>  * Release step 14
>  



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[jira] [Updated] (FINERACT-2069) QueryDSL migration: Field Configuration Service

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2069?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2069:
---
Fix Version/s: (was: 1.10.0)

> QueryDSL migration: Field Configuration Service
> ---
>
> Key: FINERACT-2069
> URL: https://issues.apache.org/jira/browse/FINERACT-2069
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-1245) Error Prone Bug Pattern JavaTimeDefaultTimeZone should be Error not just Warning

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1245?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1245:
---
Fix Version/s: (was: 1.10.0)

> Error Prone Bug Pattern JavaTimeDefaultTimeZone should be Error not just 
> Warning
> 
>
> Key: FINERACT-1245
> URL: https://issues.apache.org/jira/browse/FINERACT-1245
> Project: Apache Fineract
>  Issue Type: Bug
>Reporter: Michael Vorburger
>Assignee: Aleksandar Vidakovic
>Priority: Minor
> Fix For: 1.11.0
>
>
> This should be configured to be an Error, not just a Warning, and the 
> occurrence fixed:
> {noformat}> Task :fineract-client:compileTestJava 
>   
> /home/vorburger/dev/Mifos/fineract/fineract-client/src/test/java/org/apache/fineract/integrationtests/newstyle/OfficeTest.java:40:
>  warning: [JavaTimeDefaultTimeZone] LocalDate.now() is not allowed because it 
> silently uses the system default time-zone. You must pass an explicit 
> time-zone (e.g., ZoneId.of("America/Los_Angeles")) to this method.
>   
> 
> .openingDate(LocalDate.now()).dateFormat(dateFormat()).locale("en_US"))).getOfficeId()).isGreaterThan(0);
>  
>   ^   
> 
> (see https://errorprone.info/bugpattern/JavaTimeDefaultTimeZone)  
> 
>   Did you mean 
> '.openingDate(LocalDate.now(ZoneId.systemDefault())).dateFormat(dateFormat()).locale("en_US"))).getOfficeId()).isGreaterThan(0);'?
>   
>  
> 1 warning{noformat}



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[jira] [Updated] (FINERACT-2039) Swagger fix - SavingsAccountsApiResourceSwagger.GetSavingsAccountsResponse

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2039?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2039:
---
Fix Version/s: (was: 1.10.0)

> Swagger fix - SavingsAccountsApiResourceSwagger.GetSavingsAccountsResponse
> --
>
> Key: FINERACT-2039
> URL: https://issues.apache.org/jira/browse/FINERACT-2039
> Project: Apache Fineract
>  Issue Type: Bug
>Reporter: Peter Santa
>Priority: Major
> Fix For: 1.11.0
>
>
> {color:#1d1c1d}GET /savingsaccounts{color}
> {color:#1d1c1d}SavingsAccountsApiResourceSwagger.GetSavingsAccountsResponse{color}



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[jira] [Updated] (FINERACT-1307) Loan Ideal disbursement to calculation cause to wrong interest rate

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1307?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1307:
---
Fix Version/s: (was: 1.10.0)

> Loan Ideal disbursement to calculation cause to wrong interest rate 
> 
>
> Key: FINERACT-1307
> URL: https://issues.apache.org/jira/browse/FINERACT-1307
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Reporter: eitan frailich
>Assignee: eitan frailich
>Priority: Minor
> Fix For: 1.11.0
>
> Attachments: image-2021-02-02-16-43-07-381.png
>
>
> *ISSUE*
> My issue/bug happens when I am setting "First repayment on" field I get a 
> repayment schedule with a wrong interest rate for the first installment.
> Example: When I set "First repayment on" to 01/02/21 and expected 
> disbursement is 27/1/21(Frist image) then I get the wrong interest.The first 
> installment interest is 21,232.88$ (second Image) - calculated for the entire 
> month (31 days) instead of 5 days (the time from the disbursement to the 
> first repayment), the right interest should be 3424.75$.
> *After debugging:*
> In AbstractLoanScheduleGenerator there is a function 
> {{calculateInterestStartDateForPeriod}} - it uses the {{idealDisbursment}} 
> for setting the interest start date for the first installment, The 
> {{idealDisbursment}} is calculated by 
> {{idealDisbursementDateBasedOnFirstRepaymentDate}} which does 
> [{{firstRepaymentDate}} - 1 repayment Period Frequency] aka, for 01/02/21 
> with months as repyment frequency it will return 01/01/21.
> So when we dont set the "First repayment on" the {{idealDisbursment}} will be 
> the expected disbursement date because the first repayment is always 
> {{expectedDisbursment}}+1. But if we set the  "First repayment on" we get the 
> wrong value for the {{idealDisbursment}} - in my example we got 01/0/21 and 
> this is why the first installment interest was calculated for an entire month 
> instead of  5 days.
> *Is it a bug or not?*
> I am not sure why {{idealDisbursementDateBasedOnFirstRepaymentDate}} exists, 
> the simple solution is to do  idealDisbursment=expectedDisbursmentDate.I 
> tried it locally and looks like it works, I will be happy to make a PR, but 
> want to make sure indeed that the 
> {{idealDisbursementDateBasedOnFirstRepaymentDate}} is redundant.



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[jira] [Updated] (FINERACT-1559) New response parameters required for Loan creation response/retrieve loan information API

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1559?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1559:
---
Fix Version/s: (was: 1.10.0)

> New response parameters required for Loan creation response/retrieve loan 
> information API 
> --
>
> Key: FINERACT-1559
> URL: https://issues.apache.org/jira/browse/FINERACT-1559
> Project: Apache Fineract
>  Issue Type: Improvement
>Affects Versions: 1.6.0
>Reporter: Ed Cable
>Priority: Major
> Fix For: 1.11.0
>
>
> For the following API,
> GET: 
> _[https://DomainName/fineract-provider/api/v1/loans/\|https://domainname/fineract-provider/api/v1/loans/]{loanId}?associations=all&exclude=guarantors,futureSchedule_
> The loan creation response and retrieve loan information requires the 
> following additional parameters to be returned: 
>  
> |New Parameter|Value/Amount|
> |available_disbursement_amount|It is the difference of approved amount and 
> disbursed amount|
> |past_due_days|No of days the loan is overdue,current date - duedate|
> |next_payment_due_date|Based on the current date, need to populate the next 
> payment due date|
> |delinquent_days|No of days the loan is in arrears, current date - 
> duedate-grace period|
> |delinquent_date|Date the loan is in arrears, current date - duedate-grace 
> period|
> |delinquent_amount|amount overdue after the grace period|
> |last_payment_date|last repayment made date on the loan|
> |last_payment_amount|last repayment amount made date on the loan|
>  



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[jira] [Updated] (FINERACT-2061) Introduce Lombok to the Core module (infrastructure/dataqueries)

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2061?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2061:
---
Fix Version/s: (was: 1.10.0)

> Introduce Lombok to the Core module (infrastructure/dataqueries)
> 
>
> Key: FINERACT-2061
> URL: https://issues.apache.org/jira/browse/FINERACT-2061
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Zeyad Nasef
>Priority: Major
> Fix For: 1.11.0
>
>
> h3. *This task introduces Lombok annotations (Getter & AllArgsConstructor) to 
> fineract-core module.*
> h3. The following are done:
> *• Refactoring in {{ReportParameterJoinData}} Class:*
>  * Removed the getter method from the {{ReportParameterJoinData}} class and 
> replaced it with the {{@Getter}} annotation.
> *• Constructor Modification in {{ReportParameterJoinData}} Class:*
>  * Removed the class constructor and replaced it with the 
> {{@AllArgsConstructor}} annotation.
> *• Backward Compatibility:*
>  * Ensured backward compatibility with other classes that use 
> {{{}ReportParameterJoinData{}}}.



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[jira] [Updated] (FINERACT-1221) Fineract Client Java SDK API has broken methods

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1221?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1221:
---
Fix Version/s: (was: 1.10.0)

> Fineract Client Java SDK API has broken methods
> ---
>
> Key: FINERACT-1221
> URL: https://issues.apache.org/jira/browse/FINERACT-1221
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: SDK
>Affects Versions: 1.8.0
>Reporter: Michael Vorburger
>Priority: Blocker
> Fix For: 1.11.0
>
>
> Our brand new "Fineract Client Java SDK API" emerging from 
> https://github.com/apache/fineract/pull/1428/ for FINERACT-1216 contains at 
> least some annotated Java methods which are invalid for Retrofit.
> When enabling {{apiClient.getAdapterBuilder().validateEagerly(true);}}, I'm 
> seeing e.g.
> {noformat}java.lang.IllegalArgumentException: Non-body HTTP method cannot 
> contain @Body.
> for method ClientApi.delete9
>   at retrofit2.Utils.methodError(Utils.java:54)
>   at retrofit2.Utils.methodError(Utils.java:43)
>   at retrofit2.RequestFactory$Builder.build(RequestFactory.java:213)
>   at retrofit2.RequestFactory.parseAnnotations(RequestFactory.java:67)
>   at retrofit2.ServiceMethod.parseAnnotations(ServiceMethod.java:26)
>   at retrofit2.Retrofit.loadServiceMethod(Retrofit.java:202)
>   at retrofit2.Retrofit.validateServiceInterface(Retrofit.java:189)
>   at retrofit2.Retrofit.create(Retrofit.java:141)
>   at 
> org.apache.fineract.client.ApiClient.createService(ApiClient.java:127)
>   at 
> org.apache.fineract.client.util.FineractClient.createService(FineractClient.java:42)
>   at 
> org.apache.fineract.client.test.FineractClientTest.testRetrieveAllClients(FineractClientTest.java:41){noformat}
> As a first step to eventually fixing this (and having non-regression for it), 
> I'll write an automated test about it (but keep it ignored, for now).



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[jira] [Updated] (FINERACT-1131) Add Checkstyle IllegalCatch

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1131?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1131:
---
Fix Version/s: (was: 1.10.0)

> Add Checkstyle IllegalCatch
> ---
>
> Key: FINERACT-1131
> URL: https://issues.apache.org/jira/browse/FINERACT-1131
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Michael Vorburger
>Assignee: Manthan Surkar
>Priority: Minor
> Fix For: 1.11.0
>
>
> Following up on FINERACT-942 for [~Manthan] to add 
> TypeParameterUnusedInFormals some time, if interested (so that we can close 
> FINERACT-942 for 1.4.0 now).



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[jira] [Updated] (FINERACT-1978) Delete data table does not delete references

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1978?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1978:
---
Fix Version/s: (was: 1.10.0)

> Delete data table does not delete references
> 
>
> Key: FINERACT-1978
> URL: https://issues.apache.org/jira/browse/FINERACT-1978
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Data Tables
>Affects Versions: 1.9.0
>Reporter: Peter Santa
>Priority: Critical
>  Labels: BeanSalad
> Fix For: 1.11.0
>
>
> Data table delete API does not delete data table references and after it, no 
> operations can be performed on any data table.



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[jira] [Updated] (FINERACT-1102) Swagger Codegen Client JAR should be available on a Maven repo

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1102?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1102:
---
Fix Version/s: (was: 1.10.0)

> Swagger Codegen Client JAR should be available on a Maven repo
> --
>
> Key: FINERACT-1102
> URL: https://issues.apache.org/jira/browse/FINERACT-1102
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: SDK
>Reporter: Michael Vorburger
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> FINERACT-838 contributed Swagger Codegen Client generation.
> In order for the JAR built from that to actually be easily usable, we should 
> "distribute" it...



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[jira] [Updated] (FINERACT-1750) User permissions not available

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1750?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1750:
---
Fix Version/s: (was: 1.10.0)

> User permissions not available 
> ---
>
> Key: FINERACT-1750
> URL: https://issues.apache.org/jira/browse/FINERACT-1750
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: User Management
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Assignee: Francis Guchie
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: client summary-1.png, permissoin error-1.png
>
>
> We setup users with different permissions. It has come to our attention that 
> some permissions are not available like the client summary. Others are 
> available but even when granted, the system does not allow users to access 
> that information. An example is the client summary and the credit bureau. 
> !client summary-1.png|width=831,height=378!
> !permissoin error-1.png|width=838,height=341!
> There is no permission for read credit bureau and client summary. The same 
> applies to the reports, even when a user is given the rights to view a 
> report, the system does not show any report unless you give the person the 
> report super user rights which should not be the case.



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[jira] [Updated] (FINERACT-1436) Support to add Multi Disbursement details on same day

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1436?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1436:
---
Fix Version/s: (was: 1.10.0)

> Support to add Multi Disbursement details on same day
> -
>
> Key: FINERACT-1436
> URL: https://issues.apache.org/jira/browse/FINERACT-1436
> Project: Apache Fineract
>  Issue Type: Improvement
>Affects Versions: 1.8.0
>Reporter: Bharath Gowda
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2021-11-08-14-01-38-190.png
>
>
> Support to add Multi Disbursement details on same day
> Currently, in a multi disbursement loan account, it is not possible to add 
> multiple disbursements on the same day. 
> We need to implement this option to support one of the most common use case 
> in credit lines or other similar products.
>  
> To reproduce
> 1. Create a loan product with multi-tranche enabled
> 2. Create a loan account with 1 tranche (with amount lesser than approved 
> amount)
> 3. disburse the loan
> 4. Now try to add another tranche for the same day. 
> the system will not allow adding another tranche on the same day with the 
> error msg "Tranche disbursement date must be unique -"
> !image-2021-11-08-14-01-38-190.png!
>  
>  
>  



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[jira] [Updated] (FINERACT-1449) Repayment schedule issue when advance payments are made

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1449?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1449:
---
Fix Version/s: (was: 1.10.0)

> Repayment schedule issue when advance payments are made
> ---
>
> Key: FINERACT-1449
> URL: https://issues.apache.org/jira/browse/FINERACT-1449
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Affects Versions: 1.5.0
>Reporter: Bharath Gowda
>Assignee: Avik Ganguly
>Priority: Critical
> Fix For: 1.11.0
>
> Attachments: after change.png, before change.png, 
> loanproductconfiguration.png
>
>
> Repayment schedule issue when advance payments are made
>  
> To reproduce
>  # create a loan product as attached loan product configuration
>  # create a loan and disburse on '29 November 2021' for amount 3000 with 
> First Repayment Date as '03 January 2022'
>  # Now make a payment of 1 on '02 December 2021' and another payment of 1 on 
> '03 December 2021'
>  # Now check the schedule, Installment dates and Interest amount would have 
> changed.
> Check the screenshot of the before and after change attached for reference
>  



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[jira] [Updated] (FINERACT-1875) Operation requires a scrollable ResultSet, but this ResultSet is FORWARD_ONLY. Postgres

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1875?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1875:
---
Fix Version/s: (was: 1.10.0)

> Operation requires a scrollable ResultSet, but this ResultSet is 
> FORWARD_ONLY. Postgres
> ---
>
> Key: FINERACT-1875
> URL: https://issues.apache.org/jira/browse/FINERACT-1875
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Affects Versions: 1.8.3
> Environment: Local: 
> - Ubuntu 22.04
> - Postgresql 14.6
> Server:
> - Ubuntu 20.04
> - Postgresql 14.6
> - Tomcat 9.0.71
>Reporter: Richard Matovu
>Priority: Critical
>  Labels: postgresql, resultset, scrollable_resultset
> Fix For: 1.11.0
>
>
> Under tax components and tax groups, when you have created more than one 
> record of either, and you do a fetch, it throws an error the following error:
> {code:java}
> 2023-01-27 17:41:16.378 -ERROR 22641  --- [nio-443-exec-26] 
> o.s.b.w.servlet.support.ErrorPageFilter  : Forwarding to error page from 
> request [/api/v1/taxes/group] due to exception 
> [org.springframework.jdbc.UncategorizedSQLException: StatementCallback; 
> uncategorized SQLException for SQL [select tg.id as id, tg.name as 
> name,tgm.id as mappingId,tc.id as taxComponentId, tc.name as 
> taxComponentName,tgm.start_date as startDate, tgm.end_date as endDate  from 
> m_tax_group tg  inner join m_tax_group_mappings tgm on tgm.tax_group_id = 
> tg.id  inner join m_tax_component tc on tc.id = tgm.tax_component_id ]; SQL 
> state [24000]; error code [0]; Operation requires a scrollable ResultSet, but 
> this ResultSet is FORWARD_ONLY.; nested exception is 
> org.postgresql.util.PSQLException: Operation requires a scrollable ResultSet, 
> but this ResultSet is FORWARD_ONLY.]
> javax.servlet.ServletException: 
> org.springframework.jdbc.UncategorizedSQLException: StatementCallback; 
> uncategorized SQLException for SQL [select tg.id as id, tg.name as 
> name,tgm.id as mappingId,tc.id as taxComponentId, tc.name as 
> taxComponentName,tgm.start_date as startDate, tgm.end_date as endDate  from 
> m_tax_group tg  inner join m_tax_group_mappings tgm on tgm.tax_group_id = 
> tg.id  inner join m_tax_component tc on tc.id = tgm.tax_component_id ]; SQL 
> state [24000]; error code [0]; Operation requires a scrollable ResultSet, but 
> this ResultSet is FORWARD_ONLY.; nested exception is 
> org.postgresql.util.PSQLException: Operation requires a scrollable ResultSet, 
> but this ResultSet is FORWARD_ONLY.at 
> org.glassfish.jersey.servlet.WebComponent.serviceImpl(WebComponent.java:410)  
>   at org.glassfish.jersey.servlet.WebComponent.service(WebComponent.java:346) 
>...Caused by: org.springframework.jdbc.UncategorizedSQLException: 
> StatementCallback; uncategorized SQLException for SQL [select tg.id as id, 
> tg.name as name,tgm.id as mappingId,tc.id as taxComponentId, tc.name as 
> taxComponentName,tgm.start_date as startDate, tgm.end_date as endDate  from 
> m_tax_group tg  inner join m_tax_group_mappings tgm on tgm.tax_group_id = 
> tg.id  inner join m_tax_component tc on tc.id = tgm.tax_component_id ]; SQL 
> state [24000]; error code [0]; Operation requires a scrollable ResultSet, but 
> this ResultSet is FORWARD_ONLY.; nested exception is 
> org.postgresql.util.PSQLException: Operation requires a scrollable ResultSet, 
> but this ResultSet is FORWARD_ONLY.at 
> org.springframework.jdbc.core.JdbcTemplate.translateException(JdbcTemplate.java:1542)
> at 
> org.springframework.jdbc.core.JdbcTemplate.execute(JdbcTemplate.java:393)
> at org.springframework.jdbc.core.JdbcTemplate.query(JdbcTemplate.java:465)
> at org.springframework.jdbc.core.JdbcTemplate.query(JdbcTemplate.java:475)
> at 
> org.apache.fineract.portfolio.tax.service.TaxReadPlatformServiceImpl.retrieveAllTaxGroups(TaxReadPlatformServiceImpl.java:80)
> at 
> org.apache.fineract.portfolio.tax.api.TaxGroupApiResource.retrieveAllTaxGroups(TaxGroupApiResource.java:91)
> at jdk.internal.reflect.GeneratedMethodAccessor317.invoke(Unknown Source) 
>at 
> java.base/jdk.internal.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43)
> ...Caused by: org.postgresql.util.PSQLException: Operation requires a 
> scrollable ResultSet, but this ResultSet is FORWARD_ONLY.at 
> org.postgresql.jdbc.PgResultSet.checkScrollable(PgResultSet.java:316)at 
> org.postgresql.jdbc.PgResultSet.previous(PgResultSet.java:993)at 
> com.zaxxer.hikari.pool.HikariProxyResultSet.previous(HikariProxyResultSet.java)
> at 
> org.apache.fineract.portfolio.tax.service.TaxReadPlatformServiceImpl$TaxGroupMapper.mapRow(TaxReadPlatformServiceImpl.java:226)
> at 
> org.apache.fineract.portfol

[jira] [Updated] (FINERACT-1575) IPv6 Support for deploying Apache Fineract on Serverless Cloud Deployment

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1575?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1575:
---
Fix Version/s: (was: 1.10.0)

> IPv6 Support for deploying Apache Fineract on Serverless Cloud Deployment
> -
>
> Key: FINERACT-1575
> URL: https://issues.apache.org/jira/browse/FINERACT-1575
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Victor Romero
>Assignee: Victor Romero
>Priority: Major
> Fix For: 1.11.0
>
>
> When deploying the Apache Fineract in fully managed serverless environment we 
> got issues because the SpringBoot is requesting a full compliance IPV6 
> address, if the address is not following the convention Spring is throwing 
> exception and then anything from the HTTP will be rejected.
>  
> https://github.com/spring-projects/spring-framework/issues/27013



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[jira] [Updated] (FINERACT-1549) Eclipse BIRT reporting module

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1549?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1549:
---
Fix Version/s: (was: 1.10.0)

> Eclipse BIRT reporting module
> -
>
> Key: FINERACT-1549
> URL: https://issues.apache.org/jira/browse/FINERACT-1549
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-1790) Reduce compile warnings

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1790?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1790:
---
Fix Version/s: (was: 1.10.0)

> Reduce compile warnings
> ---
>
> Key: FINERACT-1790
> URL: https://issues.apache.org/jira/browse/FINERACT-1790
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Minor
> Fix For: 1.11.0
>
>
> We have currently 30-40 compiler warnings (mostly related to generic types) 
> that are polluting the compile output... this makes hard so search for errors 
> when on the command line.
> Consider introducing OpenRewrite to help with the refactoring (might not 
> catch all issues).



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[jira] [Updated] (FINERACT-1052) Over Payment of loans is Allowed by Default

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1052?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1052:
---
Fix Version/s: (was: 1.10.0)

> Over Payment of loans is Allowed by Default 
> 
>
> Key: FINERACT-1052
> URL: https://issues.apache.org/jira/browse/FINERACT-1052
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Loan
>Affects Versions: 1.3.0, 1.4.0
>Reporter: Francis Guchie
>Assignee: Francis Guchie
>Priority: Critical
>  Labels: newbie
> Fix For: 1.11.0
>
> Attachments: 5.8m Loan Balance.png, 5.8m loan Balance Over Payment 
> Message.png, Config - Disable Loan Over Payment.jpg, RESTRICTING OVER PAYMENT 
> OF LOANS.docx
>
>
> Impacted versions: all MifosX versions including latest build
> Steps to reproduce:
> Select any loan in MifosX and make a payment over and above the dues
> Current behavior:
> MifosX will accept this
> Expected behavior:
> We create a global setting where its optional for super user to set allow or 
> restrict users from over paying loans -- This can be done at global 
> configurations => 



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[jira] [Updated] (FINERACT-1976) Read payment type permission not working

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1976?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1976:
---
Fix Version/s: (was: 1.10.0)

> Read payment type permission not working
> 
>
> Key: FINERACT-1976
> URL: https://issues.apache.org/jira/browse/FINERACT-1976
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Savings
>Affects Versions: 1.9.0
>Reporter: Peter Santa
>Priority: Critical
>  Labels: BeanSalad
> Fix For: 1.11.0
>
>
> h1. Steps to reproduce
>  * Set up a role (non-sys admin) for a user with read permission to payment 
> types
>  * Try to read payment types via endpont
> h1. Real results
> Throws exception stating permission issue
> h1. Expected results
> User is able to GET payment types



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[jira] [Updated] (FINERACT-1561) Add new tagging fields to Data Tables

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1561?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1561:
---
Fix Version/s: (was: 1.10.0)

> Add new tagging fields to Data Tables
> -
>
> Key: FINERACT-1561
> URL: https://issues.apache.org/jira/browse/FINERACT-1561
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Data Tables
>Affects Versions: 1.6.0
>Reporter: Ed Cable
>Priority: Major
> Fix For: 1.11.0
>
>
> For retrieiving loan information for clients, we need to add additional 
> response parameters to the below API:
>  
> GET: 
> [_https://DomainName/fineract-provider/api/v1/datatables/\{datatableName}/\{loanId}?genericResultSet=true_|https://domainname/fineract-provider/api/v1/datatables/%7BdatatableName%7D/%7BloanId%7D?genericResultSet=true]
>  
> |New Parameter|Value/Amount|
> |tag_added_time|column value added time stamp|
> |tag_removed_time|column value modified time stamp|
>  



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[jira] [Updated] (FINERACT-1966) Consolidate committer zone content from various sources into asciidoc

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1966?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1966:
---
Fix Version/s: (was: 1.10.0)

> Consolidate committer zone content from various sources into asciidoc
> -
>
> Key: FINERACT-1966
> URL: https://issues.apache.org/jira/browse/FINERACT-1966
> Project: Apache Fineract
>  Issue Type: New Feature
>  Components: Docs
>Reporter: John Ruhiu
>Priority: Major
> Fix For: 1.11.0
>
>
> Consolidate committer zone content from various sources into asciidoc in 
> order to have a single source of truth that is easier to maintain.



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[jira] [Updated] (FINERACT-1808) Fineract Developer Environment

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1808?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1808:
---
Fix Version/s: (was: 1.10.0)

> Fineract Developer Environment
> --
>
> Key: FINERACT-1808
> URL: https://issues.apache.org/jira/browse/FINERACT-1808
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> We are trying to continuously improve the developer experience e. g. by using 
> linting tools and automatic formatting tools to ensure a somewhat homogeneous 
> reading experience.
> Just recently "custom modules" were introduced to reduce the amount of guess 
> work on the developer side how to extend Fineract's default behavior (in the 
> right way).
> It would be great to have a development environment with code generators that 
> help developers to scaffold  extension points, Cucumber and integration tests 
> etc. We could create either code generators for tools like Yeoman and/or 
> integrate this even in IDEs like VSCode.



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[jira] [Updated] (FINERACT-1940) Avoid explicit security context usage in REST resource classes

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1940?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1940:
---
Fix Version/s: (was: 1.10.0)

> Avoid explicit security context usage in REST resource classes
> --
>
> Key: FINERACT-1940
> URL: https://issues.apache.org/jira/browse/FINERACT-1940
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-1984) Modular Security Architecture: Phase 1

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1984?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1984:
---
Fix Version/s: (was: 1.10.0)

> Modular Security Architecture: Phase 1
> --
>
> Key: FINERACT-1984
> URL: https://issues.apache.org/jira/browse/FINERACT-1984
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> Add Spring Authorization Server as a drop-in replacement for the current 
> OAuth support in Fineract ("all batteries included", no separate external ID 
> server)



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[jira] [Updated] (FINERACT-1704) Code cleanup

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1704?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1704:
---
Fix Version/s: (was: 1.10.0)

> Code cleanup
> 
>
> Key: FINERACT-1704
> URL: https://issues.apache.org/jira/browse/FINERACT-1704
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Adam Saghy
>Assignee: Adam Saghy
>Priority: Minor
> Fix For: 1.11.0
>
>
> Doing some cleanup and fix typos.



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[jira] [Updated] (FINERACT-1310) Accrual transactions not happening for foreclosed loans

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1310?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1310:
---
Fix Version/s: (was: 1.10.0)

> Accrual transactions not happening for foreclosed loans
> ---
>
> Key: FINERACT-1310
> URL: https://issues.apache.org/jira/browse/FINERACT-1310
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Accounting, Loan
>Affects Versions: 1.4.0
>Reporter: Bharath Gowda
>Assignee: Nayan Ambali
>Priority: Critical
> Fix For: 1.11.0
>
>
> Accrual transactions not happening for foreclosed loans
>  
> To reproduce
> 1. Create a loan product(any configuration) with accrual periodic accounting 
> enabled.
> 2. Create/approve/disburse a loan account 
> 3. foreclose the same loan at any date apart from due date.
> 4. loan is getting closed with the interest accrual entry for the foreclosed 
> transaction
>  
> Expected result, system should post the accrual transaction for the 
> foreclosed transaction 



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[jira] [Updated] (FINERACT-1586) Reduce Boilerplate Code by Introducing lombok to Reduce getters/setters and Mapstruct to map REST DTO to Entity Objects

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1586?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1586:
---
Fix Version/s: (was: 1.10.0)

> Reduce Boilerplate Code by Introducing lombok to Reduce getters/setters and 
> Mapstruct to map REST DTO to Entity Objects
> ---
>
> Key: FINERACT-1586
> URL: https://issues.apache.org/jira/browse/FINERACT-1586
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Rahul Goel
>Priority: Minor
>  Labels: full-time, gsoc2023, mentor
> Fix For: 1.11.0
>
>
> Lombok could help us to not only reduce a large amount of code, but also to 
> fix a couple of inconsistencies in the code base:
>  * getters/setters with non-standard characters (e. g. underscores)
>  * getters/setters with typos
> The layered architecture of Fineract requires mapping between REST DTO 
> classes and internal entity classes. The current code base contains various 
> strategies to achieve this:
>  * private functions
>  * static functions
>  * mapping classes
> All of these approaches are very manual (and error prone) and difficult to 
> maintain. Mapstruct can help here:
>  * throw errors at compile time (missing new attributes, type changes etc.)
>  * one common concept (easier to understand)
>  * reduce manually maintained code and replace mostly generated code
> Challenges:
>  * maintain immutability (especially in DTO classes)
>  * should we fluent builder pattern?
>  * backwards compatibility
>  * these improvements cannot be introduced as one pull request, but have to 
> be split up at least at the “module” level (clients, loans, accounts etc.). 
> This would result in approximately 30 pull requests; if we split up Lombok 
> and Mapstruct then it would be 30 PRs each (=60); we would need this fine 
> grained approach to make a transition as painless as possible
>  * some classes are maybe beyond repair (e. g. Loan.java with 6000 lines of 
> code, the smaller part getters/setters and a long list of utility/business 
> logic functions)



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[jira] [Updated] (FINERACT-1700) Bulk JLG loan Application not displaying loan terms

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1700?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1700:
---
Fix Version/s: (was: 1.10.0)

> Bulk JLG loan Application not displaying loan terms
> ---
>
> Key: FINERACT-1700
> URL: https://issues.apache.org/jira/browse/FINERACT-1700
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Groups
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Assignee: Francis Guchie
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2022-08-21-15-31-25-813.png
>
>
> During the bulk JLG loan application, procedures should follow as per the 
> documentation  here, 
> [https://docs.mifos.org/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/how-to-process-bulk-jlg-loan-application]
> However, after adding client loan amounts and submitting the application, the 
> system allows the application to go through without returning to the loan 
> terms page for the individual clients. This means that Incase of a charge 
> that requires a savings account, the validation will fail since the API does 
> not return the loan terms window for all the applied loans. 
> !image-2022-08-21-15-31-25-813.png|width=547,height=376!



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[jira] [Updated] (FINERACT-1959) Consolidate contributor's zone content from various sources into asciidoc

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1959?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1959:
---
Fix Version/s: (was: 1.10.0)

> Consolidate contributor's zone content from various sources into asciidoc
> -
>
> Key: FINERACT-1959
> URL: https://issues.apache.org/jira/browse/FINERACT-1959
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: John Ruhiu
>Priority: Major
> Fix For: 1.11.0
>
>
> In order to have comprehensive and cohesive documentation, I am consolidating 
> content from various sources such as the wiki into asciidoc format which will 
> then be published using antora static generator.
> This ticket covers the consolidation of contributor zone content. The 
> following sources were used:
>  * [https://cwiki.apache.org/confluence/display/FINERACT/Contributor%27s+Zone]
>  * [https://github.com/apache/fineract/blob/develop/CONTRIBUTING.md]
>  * [https://github.com/apache/fineract/#pull-requests]
>  * [https://github.com/apache/fineract/#checkstyle-and-spotless]
>  * [https://github.com/apache/fineract/#logging-guidelines]
>  * [https://github.com/apache/fineract/#error-handling-guidelines]



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[jira] [Updated] (FINERACT-1227) Client Java API for binary document files and images are generated wrong

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1227?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1227:
---
Fix Version/s: (was: 1.10.0)

> Client Java API for binary document files and images are generated wrong
> 
>
> Key: FINERACT-1227
> URL: https://issues.apache.org/jira/browse/FINERACT-1227
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: SDK
>Affects Versions: 1.8.0
>Reporter: Michael Vorburger
>Priority: Major
> Fix For: 1.11.0
>
>
> The {{org.apache.fineract.client.services.DocumentsApi.downloadFile(String, 
> Long, Long)}} (for 
> {{_entityType_/_entityId_/documents/_documentId_/attachment}}) returns 
> {{Call}}.. it's missing the binary downloaded file?
> Must be something wrong in the Swagger annotations.



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[jira] [Updated] (FINERACT-1908) Modular Security Architecture

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1908?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1908:
---
Fix Version/s: (was: 1.10.0)

> Modular Security Architecture
> -
>
> Key: FINERACT-1908
> URL: https://issues.apache.org/jira/browse/FINERACT-1908
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
>  Labels: FIPS
> Fix For: 1.11.0
>
> Attachments: FIPS-0001.pdf, image (9).png
>
>
> Background and Motivation
>  
> Our current security architecture is based on a example in Spring Security’s 
> documentation and implemented on top of JDBC. For a long time we’ve only 
> supported basic authentication which was later complemented with a homegrown 
> OAuth implementation and another module for one time passwords. On the 
> authorization side we support a straight forward RBAC (role based access 
> control) model again implemented on top of JDBC. This approach worked for 
> quite a while, but end users and integrators wish a more flexible solution. 
> Effectively, we are forcing users to adapt to our current security model. In 
> most cases they have already existing security infrastructure (e.g. 
> ActiveDirectory/LDAP for user info storage and role assignments) and would 
> like to integrate Fineract with it. And last, in some more advanced and more 
> complex setups the role/permission based access concept might not be 
> sufficient for authorization; sometimes additional information (external to 
> Fineract) might be needed for additional evaluation. The current setup makes 
> it at the least very hard (if not impossible) to achieve these goals.
>  
> h2. Target Personas
>  
>  * integrators
>  * end users
>  * BaaS
>  
> h2. Goals
>  
>  * separate the current security infrastructure as much as possible from 
> Fineract’s core; i. e. make it a custom module
>  * create the OAuth Client aka Keycloak module as a drop-in replacement for 
> the current security mechanics
>  * delegate everything authentication/authorization related to 3rd party 
> libs/frameworks/products/services
>  * re-use 3rd party libs/frameworks/products/services user interfaces and 
> remove corresponding views (e. g. user management) from Fineract web app
>  * as minimal refactoring as possible in the short/mid term
>  * keep backwards compatibility for a couple of major releases
>  * provide good documentation and/or automated tools for migration
>  
> h2. Non-Goals
>  
>  * Fineract as a standalone identity server
>  
> h2. Proposed API Changes
>  
> h3. AppUser
>  
> Unfortunately this class is both JPA entity class and implements Spring 
> Security’s "User" interface. The current dependencies and usage in code is 
> not ideal (at least when it’s business logic), but the main challenge is that 
> the database table behind this JPA entity is related pretty much all over the 
> place via joins.
>  
> h3. PlatformUserDetailsService
>  
> Ideally this service should not be used directly anymore in Fineract’s core.
>  
> h3. OAuth Client Auto Configuration
>  
> After years of having multiple competing OAuth packages Spring consolidated 
> their efforts in two libraries:
>  
> {color:#00}implementation 
> "org.springframework.boot:spring-boot-starter-oauth2-client"{color}
> {{implementation 
> "org.springframework.boot:spring-boot-starter-oauth2-resource-server"}}
>  
> Especially the Keycloak configuration is very easy (3 lines in 
> application.properties).
>  
> h3. BCrypt Support Module for Keycloak
>  
> Unfortunately Keycloak doesn’t support BCrypt hashing for passwords out of 
> the box, but BCrypt is widely used in Spring Boot applications and the 
> default for Fineract. It’s very easy to create an extension module for 
> Keycloak to supprot BCrypt too; that way we can migrate existing user 
> accounts out of Fineract’s database tables without forcing everyone to reset 
> their passwords. Not a strict technical requirement, but helps to smooth the 
> transition.
>  
> h3. Open Policy Agent integration
>  
> To my knowledge there is no official Spring Security module/support for Open 
> Policy Agent. Doesn’t really matter that much, because the communication with 
> the OPA server is pretty much handled via one endpoint (again, for Java there 
> is no official client, but the implementation is easy). Enforcing the OPA 
> rules happens then with a Spring Security Voter. Some more thought needs to 
> go into what information we send to OPA. At the least we would need:
>  * user name
>  * authorities/roles
>  * service name and function name that is being executed
>  * optional: parameters that are passed to the function
> It should be possible to intercept these calls with minimal coding effo

[jira] [Updated] (FINERACT-1315) transfer of client from one office to another are not posting accounting entries

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1315?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1315:
---
Fix Version/s: (was: 1.10.0)

> transfer of client from one office to another are not posting accounting 
> entries
> 
>
> Key: FINERACT-1315
> URL: https://issues.apache.org/jira/browse/FINERACT-1315
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Accounting, Client
>Affects Versions: 1.4.0
>Reporter: Bharath Gowda
>Assignee: Nayan Ambali
>Priority: Blocker
> Fix For: 1.11.0
>
> Attachments: 1.png, 2.png
>
>
> The transactions at the loan level which happens when we transfer a client 
> from one office to another are not posting accounting JE entries.
>  
> to reproduce
> 1. create/disburse an individual loan with any loan product that has 
> accounting enabled
> 2. transfer the client from one office to another office using the "transfer 
> client" button from the client view screen
> 3. active loans will get "transfer initiated" and "transfer approved" 
> transactions which will actually transfer the loan's portfolio to a new 
> transferred branch, which is not happening currently.
>  
>  
>  



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[jira] [Updated] (FINERACT-2044) Fix launch configuration for Spring 3.2.x

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2044?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2044:
---
Fix Version/s: (was: 1.10.0)

> Fix launch configuration for Spring 3.2.x
> -
>
> Key: FINERACT-2044
> URL: https://issues.apache.org/jira/browse/FINERACT-2044
> Project: Apache Fineract
>  Issue Type: Bug
>Reporter: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-1485) New Loan Charge type "upfront disbursement fees"

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1485?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1485:
---
Fix Version/s: (was: 1.10.0)

> New Loan Charge type "upfront disbursement fees"
> 
>
> Key: FINERACT-1485
> URL: https://issues.apache.org/jira/browse/FINERACT-1485
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Charges, Loan
>Affects Versions: 1.8.0
>Reporter: Bharath Gowda
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: Upfront fee requirement.xlsx, screenshot-1.png
>
>
> Refer Attachment for full details of the requirement.
> |Requirement|Changes |
> |New loan entity -  fee type to be introduced |Upfront Disbursement Fee|
> |
> Upfront fee can be on |1. % approved amount
> 2. Flat|
> |Actual Disbursement Amount =|Disbursement amount entered - upfront fees 
> amount|
> |Repayment schedule|Repayment schedule should be calculated based on the 
> actual disbursement amount(Disbursement amount entered - upfront fees)|
> |Transaction|Upfront fees should be collected at the time of disbursement(as 
> shown in the transaction sample)|
> |Accounting entry|no changes in accounting entries. it remains standard OOB 
> for disbursement, fees, and transactions|
> |Repayment schedule calculation  |once disbursed with the actual  
> disbursement  amount- all  calculation  remains the same as OOB as per 
> product configuration|



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[jira] [Updated] (FINERACT-2070) Integrate the new test framework into the public build pipeline

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2070?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2070:
---
Fix Version/s: (was: 1.10.0)

> Integrate the new test framework into the public build pipeline
> ---
>
> Key: FINERACT-2070
> URL: https://issues.apache.org/jira/browse/FINERACT-2070
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-2075) Introduce Lombok to the loanproduct module

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2075?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2075:
---
Fix Version/s: (was: 1.10.0)

> Introduce Lombok to the loanproduct module
> --
>
> Key: FINERACT-2075
> URL: https://issues.apache.org/jira/browse/FINERACT-2075
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Zeyad Nasef
>Priority: Minor
> Fix For: 1.11.0
>
>
> Refactor the classes under the {{loanproduct}} package by introducing some 
> lombok annotations.



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[jira] [Updated] (FINERACT-1977) 4-eye-principle not working for any maker-checker permission

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1977?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1977:
---
Fix Version/s: (was: 1.10.0)

> 4-eye-principle not working for any maker-checker permission
> 
>
> Key: FINERACT-1977
> URL: https://issues.apache.org/jira/browse/FINERACT-1977
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Security
>Affects Versions: 1.9.0
>Reporter: Peter Santa
>Priority: Critical
>  Labels: BeanSalad
> Fix For: 1.11.0
>
>
> h1. Steps to reproduce
>  * Set up a permission with maker flag
>  * Set up a corresponding permission with checker flag
> h1. Expected result
>  * When performing the maker action the processing stops and waits for 
> checking
>  * On checking, the action gets performed
> h1. Real result
> All actions get performed without checking



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[jira] [Updated] (FINERACT-1760) Manage external IDs

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1760?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1760:
---
Fix Version/s: (was: 1.10.0)

> Manage external IDs 
> 
>
> Key: FINERACT-1760
> URL: https://issues.apache.org/jira/browse/FINERACT-1760
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: Mihaly Dallos
>Assignee: Adam Saghy
>Priority: Major
>  Labels: PepperSoup
> Fix For: 1.11.0
>
>
> h1. Introduction
> Transactions may change due to correction. Correction can be done by 
> reverting a transaction. This can lead to removing and adding transactions 
> back to an account. It results new ID distribution from the transaction 
> sequence. External systems may not want to follow up on these changes but 
> rather access transactions as they are at their end state. In order to be 
> able to direct client immediately to the right record an additional 
> identifier is to be used.
> Supporting externalId is a long time wanted functionality with two major 
> benefits:
>  * Not an auto incremented number (privacy, harder to guess)
>  * Not represent any internal state
> h2. Requirements
>  * 🟩 Supporting external id for identifying and fetching some if the entities 
> in Fineract
>  * 🟩 API enhancement to support targeting by external id
>  * ✅ External id can be provided in API request
>  * 🟩 Extend API response with external id
>  * 🟩 Support external id auto generation (configurable)
> *+External identifier+*
>  * Must be unique
>  * Immutable
>  * Customer (Caller) provided
>  * Ability to generate automatically (configurable)
> h3. *+Database+*
> External identifier field to be stored in the loan table
> {+}type{+}: String
> {+}indexing{+}: true
> h3. +Configuration+
> Enable to auto generate external id (if not provided).
> By default it should be disabled.
>  



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[jira] [Updated] (FINERACT-1988) Modular Security Architecture: Phase 5

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1988?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1988:
---
Fix Version/s: (was: 1.10.0)

> Modular Security Architecture: Phase 5
> --
>
> Key: FINERACT-1988
> URL: https://issues.apache.org/jira/browse/FINERACT-1988
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> Add Open Policy Agent based authorization module.



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[jira] [Updated] (FINERACT-2025) SQL Query Improvement

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2025?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2025:
---
Fix Version/s: (was: 1.10.0)

> SQL Query Improvement
> -
>
> Key: FINERACT-2025
> URL: https://issues.apache.org/jira/browse/FINERACT-2025
> Project: Apache Fineract
>  Issue Type: Bug
>Affects Versions: 1.8.4
>Reporter: Ed Cable
>Assignee: Mihaly Dallos
>Priority: Major
> Fix For: 1.11.0
>
>
> Multiple areas within fineract-provider to be improved.



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[jira] [Updated] (FINERACT-1948) Loan repayment by account transfer transaction type should not be withdrawal

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1948?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1948:
---
Fix Version/s: (was: 1.10.0)

> Loan repayment by account transfer transaction type should not be withdrawal
> 
>
> Key: FINERACT-1948
> URL: https://issues.apache.org/jira/browse/FINERACT-1948
> Project: Apache Fineract
>  Issue Type: Improvement
>Affects Versions: 1.7.2, 1.7.0, 1.8.3, 1.8.2, 1.8.1
>Reporter: ibrahim kimbugwe
>Assignee: Francis Guchie
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: image-2023-07-31-23-11-05-824.png
>
>
> When a user transfers money from a savings account to pay off a loan, the 
> transaction type is tagged as a withdrawal yet this is a loan repayment. The 
> transaction type should be adjusted to suit the transaction as it gets handy 
> for repayments with standing instructions. 



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[jira] [Updated] (FINERACT-1001) Enable and Enforce PMD on Fineract

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1001?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1001:
---
Fix Version/s: (was: 1.10.0)

> Enable and Enforce PMD on Fineract
> --
>
> Key: FINERACT-1001
> URL: https://issues.apache.org/jira/browse/FINERACT-1001
> Project: Apache Fineract
>  Issue Type: Sub-task
>Affects Versions: 1.8.0
>Reporter: Awasum Yannick
>Priority: Minor
> Fix For: 1.11.0
>
> Attachments: main.html
>
>
> Enable and Enforce PMD ( [https://pmd.github.io/ )|https://pmd.github.io/] on 
> Fineract. Make PMD fail until violations are fixed just like we do for 
> Spotbug, checkstyle etc. See previous work here:
> [https://github.com/apache/fineract/pull/295]
> See where PMD was commented out because it was not use: 
> [https://github.com/apache/fineract/pull/612]



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[jira] [Updated] (FINERACT-2027) Permission evaluation for jobs

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2027?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2027:
---
Fix Version/s: (was: 1.10.0)

> Permission evaluation for jobs
> --
>
> Key: FINERACT-2027
> URL: https://issues.apache.org/jira/browse/FINERACT-2027
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Job Scheduler
>Affects Versions: 1.8.4
>Reporter: Peter Santa
>Priority: Major
>  Labels: BeanSalad
> Fix For: 1.11.0
>
>
> h1. Background
> Currently, when a job gets triggered via API, the permission of the 
> authenticated user is evaluated, whether it has permission to run jobs, 
> generally. If yes, the initiator user gets replaced by System user in the 
> context, and the job’s actions get triggered using that context. There are no 
> further permission checking while running jobs, e.g. for the specific job, or 
> a step of the job.
> Whenever any permission checking gets introduced, during running the job, 
> performing actions will not be permitted, because by default the used System 
> user does not have any permission - this could break currently running, live 
> systems.
> h1. Goal
> Have the permissions evaluated based on the authenticated user and the 
> action, when triggering a job via API. Have job-specific permission.
> h1. Analysis
>  * to be evaluated, whether it worked like this earlier, or got broken when 
> implementing features recently.



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[jira] [Updated] (FINERACT-1702) Status of submitted applications for approval or processing

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1702?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1702:
---
Fix Version/s: (was: 1.10.0)

> Status of submitted applications for approval or processing
> ---
>
> Key: FINERACT-1702
> URL: https://issues.apache.org/jira/browse/FINERACT-1702
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Organization
>Affects Versions: 1.7.0
>Reporter: ibrahim kimbugwe
>Priority: Major
> Fix For: 1.11.0
>
>
> Upon submitting a loan application GL entry or any other task that requires 
> approval in a maker checker-controlled working environment, It is very 
> important to have a window to monitor the status of the submission even if I 
> don't have the rights to approve. 
> This goes a long way to help in the follow-up and management of tasks. 
>  



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[jira] [Updated] (FINERACT-1918) Create Loan Product - field transactionProcessingStrategyCode is breaking Mifos-UI

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1918?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1918:
---
Fix Version/s: (was: 1.10.0)

> Create Loan Product - field transactionProcessingStrategyCode is breaking 
> Mifos-UI
> --
>
> Key: FINERACT-1918
> URL: https://issues.apache.org/jira/browse/FINERACT-1918
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Affects Versions: 1.9.0
>Reporter: Mohit Sinha
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: Screenshot 2023-04-06 at 3.04.35 PM.png, Screenshot 
> 2023-04-06 at 3.05.08 PM.png, Screenshot 2023-04-06 at 3.05.27 PM.png
>
>
> Till version {_}1.8.4{_}, the API {_}api/v1/loanproducts{_}, was having the 
> field {_}transactionProcessingStrategyId{_}. 
> I have verified that the functionality works fine till {_}1.8.4{_}.
> This field is currently handled in the develop branch of openmf/community-app.
> In the current _develop_ branch of Fineract, 
> _transactionProcessingStrategyCode_ is expected in place of it.
> So, this is causing a breaking change in the community-app.
> Should we fix it over here by allowing both these fields and giving more 
> precedence to _transactionProcessingStrategyId_ if both the fields are passed.
> Or should a commit be made in the community-app to fix this?



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[jira] [Updated] (FINERACT-1670) Introduce Auditable entities - Storing date time in UTC

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1670?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1670:
---
Fix Version/s: (was: 1.10.0)

> Introduce Auditable entities - Storing date time in UTC
> ---
>
> Key: FINERACT-1670
> URL: https://issues.apache.org/jira/browse/FINERACT-1670
> Project: Apache Fineract
>  Issue Type: Improvement
>Affects Versions: 1.7.0, 1.8.0
>Reporter: Adam Saghy
>Assignee: Adam Saghy
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: Re_ Timezone issues with Daylight savings.rtfd.zip
>
>
> AbstractAuditableCustom interface to be used more widely with entities.
> Many Fineract entity has no proper audit fields (creation date & time, last 
> modification date & time, created by, modified by entries.
> Many entities has a variety of the above fields but with custom 
> implementation and not fit perfectly for audit purposes (see LoanTransaction).
> All business entity ( utility entities excluded) should implement the above 
> interface and fill properly the audit fields with a common, generic way.
> The similar custom fields to be removed / repurposed.
> The Datetime fields to be stored in UTC! The datetime fields when its fetched 
> from the DB it is UTC, so it needs to be converted to the proper tenant 
> timezone if there is any business logic attached to them.
>  
> Storing in UTC is important to avoid daylight savings and "incorrect timezone 
> is used" issues:
> - Some places the tenant timezone used
> - Som places the system timezone used
>  
> *Acceptance criteria*
>  * Every custom fields with similar purpose to be decommissioned
>  * All datetime field to be utc
>  * It must be a backward-compatible change!
>  ** Column cannot be removed!
> *Change proposal*
>  * created_on_utc: Timezone aware datetime field
>  * last_modified_on_utc: Timezone aware datetime field
>  * created_by: Long (AppUser id)
>  * last_modified_by: Lond (AppUser id)



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[jira] [Updated] (FINERACT-2021) Type-safe REST API layer

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2021?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2021:
---
Fix Version/s: (was: 1.10.0)

> Type-safe REST API layer
> 
>
> Key: FINERACT-2021
> URL: https://issues.apache.org/jira/browse/FINERACT-2021
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Aleksandar Vidakovic
>Priority: Major
>  Labels: FIPS
> Fix For: 1.11.0
>
>
> h2. Background and Motivation
> Fineract initial planning and code architecture predates some of the 
> frameworks and current best practices. That and the fact that we have some 
> not so easy to parse data structures led to the decision to use Google's GSON 
> library and parse incoming API requests manually and to capture all request 
> bodies in String variables. The downside of doing this decision are:
>  * by capturing all incoming request bodies in Strings we lose all type 
> information
>  * we need to manually reintroduce types by creating dummy classes that are 
> solely there to create an OpenAPI descriptor
>  * it is easy to introduce bugs while refactoring, because non of the 
> refactoring tools in any of the IDEs can help
>  * we have to maintain a lot of "magic" Strings to poke into the JSON data 
> structures (again, no type-safety)
>  * we have a lot of boilerplate code for manual JSON parsing that we have to 
> maintain (rough estimate 10-15% of the entire code base)
>  * because the JSON parsing is so tedious and time consuming a couple of 
> developers decided to skip the layered architecture rules; and with that they 
> tied the REST API layer to the business logic/service layer (not a good 
> practice); the business logic should not contain any information about how 
> and in which format we exchange API requests
> h2. Target Personas
>  * developers
>  * integrators
>  * BaaS
> h2. Goals
>  * migrate current JAX-RS REST resource classes to Spring's Web MVC
>  * use Spring Boot's first class integration of Jackson for JSON parsing
>  * get rid of entire manual JSON code base (including the use of GSON)
>  * handle difficult/non-standard data structures with Jackson Serializer and 
> Deserializer implementations
>  * all incoming and outgoing API requests need to be mapped to proper Java 
> classes in packages "data"
>  * all business logic services need to have "data" classes as input and 
> output parameters
>  * remove all JSON related input and output parameters from business logic 
> services
>  * remove all dummy/helper classes related to OpenAPI descriptor generation
>  * clear separation between data and domain/entity classes
>  * domain classes should be only used internal to respective business logic 
> service and not leak outside of its package/feature/module
>  * use MapStruct ([https://mapstruct.org/)] to generate as much mapping code 
> as possible without manual intervention (mappers should only be used internal 
> to business logic services)
>  * use validation annotations on data classes to delegate as much as possible 
> to Java validation framework instead of doing our own boilerplate 
> "if-then-else" code
>  * keep REST API backwards compatibility with version 1.9.0
> h2. Non-Goals
>  * change/improve REST API structure
>  * move all current RESTeasy based integration tests to Spring MVC's JUnit 
> test support (separate project/pull request/ticket)
> h2. Proposed API Changes
> h3. JAX-RS REST resource classes
> Move all JAX-RS REST resource classes to Spring Web MVC controllers (with all 
> annotations etc.). It might be possible to use OpenRewrite to automate part 
> of this work (there is a module for refactoring JAX-RS to Spring Web MVC. 
> This allows us to take advantage of first class support for JUnit like 
> testing in Spring (replacing our unmaintainable integration tests... which 
> lack themselves type safety).
> h3. REST controller input and output parameters
> Make sure all endpoint receive and generate type safe data. All input/output 
> parameter related data structures should reside in "data" packages.
> h3. Business logic services
> All input and output parameters in the business logic layer need to be mapped 
> to "data" classes. Internal domain/entity classes should not leak outside of 
> the business logic classes.
> h3. Data/DTO to domain/entity mapping
> All mapping between data and domain classes should be mapped with MapStruct. 
> The developers only have to provide annotations (if necessary) and automate 
> the mapping code generation with MapStruct.
> h2. Risks
> Migrating from JAX-RS to Spring Web MVC and re-introduce type-safety will be 
> an ongoing effort over a couple of weeks/months. During that time we'll have 
> 2 different frameworks handling the API requests. There might be subtle 
> changes in the behavior.
> h2. ETA

[jira] [Updated] (FINERACT-1397) Interest calculation issue when repayment is made on the disbursement day

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1397?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1397:
---
Fix Version/s: (was: 1.10.0)

> Interest calculation issue when repayment is made on the disbursement day
> -
>
> Key: FINERACT-1397
> URL: https://issues.apache.org/jira/browse/FINERACT-1397
> Project: Apache Fineract
>  Issue Type: Bug
>  Components: Loan
>Affects Versions: 1.5.0
>Reporter: Bharath Gowda
>Assignee: Avik Ganguly
>Priority: Major
> Fix For: 1.11.0
>
> Attachments: interest calculation issue.xlsx, product 
> configuration.png
>
>
> Interest calculation is wrong when repayment is made on the disbursement day 
> for the daily interest loan product
>  
> To reproduce the issue
> 1. Create a loan product with daily interest calculation and interest 
> recalculation enabled.(have attached the screenshot of the loan product 
> configuration)
> 2. Create/approve/disburse a loan account with a first repayment date of 30 
> days gap from the disbursement date.
> 3. Make the repayment on the same day of the disbursement date and verify the 
> interest 
>  
> check excel calculation for example issue and expected result.
>  
> Any other date apart from the disbursement date repayment the interest 
> calculation is happening currently.
>  
>  



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[jira] [Updated] (FINERACT-1560) Enhance Retrieve loan information by Client ID API for new required response parameters

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1560?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1560:
---
Fix Version/s: (was: 1.10.0)

> Enhance Retrieve loan information by Client ID API for new required response 
> parameters
> ---
>
> Key: FINERACT-1560
> URL: https://issues.apache.org/jira/browse/FINERACT-1560
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan
>Affects Versions: 1.6.0, 1.7.0, 1.8.0
>Reporter: Ed Cable
>Assignee: Rahul Pawar
>Priority: Major
> Fix For: 1.11.0
>
>
> For retrieving the loan information for a client, we need to enhance the 
> following API with additonal parameters outlined below. 
> +GET:+ 
> _https://DomainName/api/v1/loans/template?templateType=individual&clientId=1&productId=1_
>  
> |New Parameter|Value/Amount|
> |available_disbursement_amount|It is the difference of approved amount and 
> disbursed amount|
> |past_due_days|No of days the loan is overdue,current date - duedate|
> |next_payment_due_date|Based on the current date, need to populate the next 
> payment due date|
> |delinquent_days|No of days the loan is in arrears, current date - 
> duedate-grace period|
> |delinquent_date|Date the loan is in arrears, current date - duedate-grace 
> period|
> |delinquent_amount|amount overdue after the grace period|
> |last_payment_date|last repayment made date on the loan|
> |last_payment_amount|last repayment amount made date on the loan|
>  



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[jira] [Updated] (FINERACT-1577) TLS support in fully managed serverless environments

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1577?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1577:
---
Fix Version/s: (was: 1.10.0)

> TLS support in fully managed serverless environments
> 
>
> Key: FINERACT-1577
> URL: https://issues.apache.org/jira/browse/FINERACT-1577
> Project: Apache Fineract
>  Issue Type: Improvement
>Reporter: Victor Romero
>Assignee: Victor Romero
>Priority: Major
> Fix For: 1.11.0
>
>




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[jira] [Updated] (FINERACT-2079) Rectify query for cashier transactions

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2079?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2079:
---
Fix Version/s: (was: 1.10.0)

> Rectify query for cashier transactions
> --
>
> Key: FINERACT-2079
> URL: https://issues.apache.org/jira/browse/FINERACT-2079
> Project: Apache Fineract
>  Issue Type: Improvement
>  Components: Loan, Savings
>Affects Versions: 1.9.0
>Reporter: Kigenyi Wilfred
>Priority: Major
>  Labels: easyfix
> Fix For: 1.11.0
>
>   Original Estimate: 1h
>  Remaining Estimate: 1h
>
> The query for cashier transactions in 
> TellerManagementReadPlatformServiceImpl.retrieveCashierTransactionsWithSummary
>  references an non-existent column appuser_id on the savings transaction 
> table which leads causes an exception



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[jira] [Updated] (FINERACT-1792) Update OAuth configuration and provide sample Keycloak setup

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-1792:
---
Fix Version/s: (was: 1.10.0)

> Update OAuth configuration and provide sample Keycloak setup
> 
>
> Key: FINERACT-1792
> URL: https://issues.apache.org/jira/browse/FINERACT-1792
> Project: Apache Fineract
>  Issue Type: Sub-task
>Reporter: Aleksandar Vidakovic
>Assignee: Aleksandar Vidakovic
>Priority: Major
> Fix For: 1.11.0
>
>
> Do not use the Keycloak Spring Boot adapter, because it will be deprecated 
> soon. Use the officially preferred Spring OAuth client auto configuration.



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[jira] [Updated] (FINERACT-2003) Enforce change of password on first logon

2024-08-22 Thread James Dailey (Jira)


 [ 
https://issues.apache.org/jira/browse/FINERACT-2003?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
 ]

James Dailey updated FINERACT-2003:
---
Fix Version/s: (was: 1.10.0)

> Enforce change of password on first logon
> -
>
> Key: FINERACT-2003
> URL: https://issues.apache.org/jira/browse/FINERACT-2003
> Project: Apache Fineract
>  Issue Type: New Feature
>Reporter: John Ruhiu
>Priority: Major
> Fix For: 1.11.0
>
>
> Add the ability to force the user to reset their password on the first logon 
> and when a password has been reset by admin or using forgot password feature. 
> If its the first time the user is login in, the system should ask them to 
> reset the password and send them to the password reset page where they will 
> enter a new password(and repeat).
> The system will process the request and redirect them to the login page where 
> they will enter the new password to gain access.
> Note: the password reset feature already exists under user/profile/change 
> password on the mifos UI
>  
> {*}ASSUMPTIONS{*}:
> 1. Email is configured in fineract (SMTP config) Admin>System>External 
> Services>External Services (Email Config)
> That means the email is working (when a new user is created, an email with 
> attached sample is sent to the user).
>  
> 2. Password validation already exists (Admin>Organisation>Password preference)
> 3. Endpoint for password change already exists
> 4. We are not sending deep link nor generating a link for the user to change 
> to change their password. We are assuming the user has received their 
> credentials and they know the fineract / mifos link from which they can login.
>  
> *WHAT WE NEED TO DO:*
>  # Add to global configuration an option to allow first login password change
>  # On logon detect if the global configuration for first login password 
> change is enabled. If True then detect whether the user is logging in for the 
> first time. If true force the user to change their password.
>  # On the screen for password change only allow them to enter new password 
> and repeat. Ensure the password complies with the password policies (see 
> assumption No.2).
>  # After successful change of password redirect the user to login password to 
> allow them login.
> *OUT SCOPE:*
>  # Multifactor authentication.
> {{}}
>  



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