Skip to content

FINERACT-2763: Checker Users Unable to Approve Pending Maker-Checker Tasks Without Direct Operational Permissions and Missing Tasks in Checker Inbox - #6284

Open
rymghosn wants to merge 2 commits into
apache:developfrom
foodeveloper:port/CBS-539-pending-maker-checker-status-in-get-response
Open

FINERACT-2763: Checker Users Unable to Approve Pending Maker-Checker Tasks Without Direct Operational Permissions and Missing Tasks in Checker Inbox#6284
rymghosn wants to merge 2 commits into
apache:developfrom
foodeveloper:port/CBS-539-pending-maker-checker-status-in-get-response

Conversation

@rymghosn

Copy link
Copy Markdown
Contributor

Currently, when a client, loan, or savings account has one or more maker-checker actions awaiting checker approval, there is no way to discover this from the corresponding GET API response. A caller has to separately query the checker inbox/pending-audit endpoints and correlate entries by entity, which is easy to miss and leaves API consumers unaware that the record they just fetched has a pending change awaiting approval.

This PR adds a pendingMakerCheckerApprovals field to the ClientData, LoanAccountData, SavingsAccountData, and DepositAccountData (fixed/recurring deposit) response objects. When a GET request for one of these entities is served, the field is populated with any CommandSource entries still AWAITING_APPROVAL for that entity (id, action name, entity name, permission code, maker username, and submission date), or omitted (null) when there is nothing pending.
Changes:

  • New PendingMakerCheckerData DTO and MakerCheckerReadService/MakerCheckerReadServiceImpl to look up pending CommandSource rows by
    loan/client/savings id.
  • New CommandSourceRepository.findPendingBy{Loan,Client,Savings}Id queries (join fetch c.maker to avoid N+1 lookups for the maker username).
  • Wired into ClientReadPlatformServiceImpl#retrieveOne, LoanReadPlatformServiceImpl#retrieveOne,
    SavingsAccountReadPlatformServiceImpl#retrieveOne, and DepositAccountReadPlatformServiceImpl#retrieveOne.

This is a read-only, additive change — it does not alter maker-checker approval/permission logic itself, only exposes existing pending-approval
state that was previously only visible via the checker inbox.
PR:(https://issues.apache.org/jira/browse/FINERACT-2763)

rymghosn added a commit to foodeveloper/cbs-fineract that referenced this pull request Aug 18, 2026
OffsetDateTime.now() without an explicit zone fails the
JavaTimeDefaultTimeZone errorprone check, as flagged by CI on PR apache#6284.
…oan, and savings account GET responses

Currently, when a client, loan, or savings account has one or more maker-checker
actions awaiting checker approval, there is no way to discover this from the
corresponding GET API response. A caller has to separately query the
checker inbox/pending-audit endpoints and correlate entries by entity, which
is easy to miss and leaves API consumers unaware that the record they just
fetched has a pending change awaiting approval.

This adds a pendingMakerCheckerApprovals field to the ClientData,
LoanAccountData, SavingsAccountData, and DepositAccountData (fixed/recurring
deposit) response objects. When a GET request for one of these entities is
served, the field is populated with any CommandSource entries still
AWAITING_APPROVAL for that entity (id, action name, entity name, permission
code, maker username, and submission date), or omitted (null) when there is
nothing pending.

Changes:
- New PendingMakerCheckerData DTO and MakerCheckerReadService/
  MakerCheckerReadServiceImpl to look up pending CommandSource rows by
  loan/client/savings id.
- New CommandSourceRepository.findPendingBy{Loan,Client,Savings}Id queries
  (join fetch c.maker to avoid N+1 lookups for the maker username).
- Wired into ClientReadPlatformServiceImpl#retrieveOne,
  LoanReadPlatformServiceImpl#retrieveOne,
  SavingsAccountReadPlatformServiceImpl#retrieveOne, and
  DepositAccountReadPlatformServiceImpl#retrieveOne.

This is a read-only, additive change - it does not alter maker-checker
approval/permission logic itself, only exposes existing pending-approval
state that was previously only visible via the checker inbox.

OffsetDateTime.now() without an explicit zone in the test fails the
JavaTimeDefaultTimeZone errorprone check; uses OffsetDateTime.now(ZoneOffset.UTC)
instead.
@rymghosn
rymghosn force-pushed the port/CBS-539-pending-maker-checker-status-in-get-response branch from d569fa3 to 5109f9d Compare August 18, 2026 14:05
CI's spotlessJavaCheck flagged wrapping/line-length violations in the
new MakerCheckerReadServiceImpl and its test; ran spotlessApply to
bring them in line with the project's palantir-java-format config.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant