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Posted to issues@fineract.apache.org by "Peter Santa (Jira)" <ji...@apache.org> on 2023/04/04 14:08:00 UTC

[jira] [Updated] (FINERACT-1912) Have advanced features for Transaction querying

     [ https://issues.apache.org/jira/browse/FINERACT-1912?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Peter Santa updated FINERACT-1912:
----------------------------------
    Description: 
h1. Background

Currently transactions of a Saving Account cannot be filtered - either all of them are in the response (using ...?associations=all), or none of them.

Pagination and sorting is not supported.
h1. Goal

Foe Transactions related to - at least - Savings Account, support having:
 * pagination - following the concept in Fineract, implemented already for other entities
 * sorting - following the concept in Fineract, implemented already for other entities
 * filtering for
 ** transaction date:
 *** from
 *** to
 ** amount
 *** from
 *** to
 ** deposit/withdraw
 ** externalId - if FINERACT-1760 is already implemented

h1. Solution Concept

Have the solution aligned with the solution of FINERACT-1910.

The API should support passing the required parameters.
h2. Request parameters
|| Parameter||Mandatory/Optional|| ||
|trxDateFrom|optional|inclusive|
|trxDateTo|optional|inclusive|
|creditDebitIndicator|optional|Deposit or withdraw|
|trxAmountFrom|optional|inclusive|
|trxAmountTo|optional|inclusive|
|externalId|optional| |

 

  was:
h1. Background

Currently transactions of a Saving Account cannot be filtered - either all of them are in the response (using ...?associations=all), or none of them.

Pagination and sorting is not supported.
h1. Goal

Foe Transactions related to - at least - Savings Account, support having:
 * pagination - following the concept in Fineract, implemented already for other entities
 * sorting - following the concept in Fineract, implemented already for other entities
 * filtering for
 ** transaction date:
 *** from
 *** to
 ** amount
 *** from
 *** to
 ** deposit/withdraw
 ** externalId - if FINERACT-1760 is already implemented

h1. Solution Concept

Have the solution aligned with the solution of FINERACT-1910.

The API should support passing the required parameters.
h2. Request parameters
|| Parameter||Mandatory/Optional|| ||
|dateFrom|optional|inclusive|
|dateTo|optional|inclusive|
|creditDebitIndicator|optional|Deposit or withdraw|
|amountFrom|optional|inclusive|
|amountTo|optional|inclusive|
|externalId|optional| |

 


> Have advanced features for Transaction querying
> -----------------------------------------------
>
>                 Key: FINERACT-1912
>                 URL: https://issues.apache.org/jira/browse/FINERACT-1912
>             Project: Apache Fineract
>          Issue Type: New Feature
>          Components: Savings
>            Reporter: Peter Santa
>            Priority: Major
>
> h1. Background
> Currently transactions of a Saving Account cannot be filtered - either all of them are in the response (using ...?associations=all), or none of them.
> Pagination and sorting is not supported.
> h1. Goal
> Foe Transactions related to - at least - Savings Account, support having:
>  * pagination - following the concept in Fineract, implemented already for other entities
>  * sorting - following the concept in Fineract, implemented already for other entities
>  * filtering for
>  ** transaction date:
>  *** from
>  *** to
>  ** amount
>  *** from
>  *** to
>  ** deposit/withdraw
>  ** externalId - if FINERACT-1760 is already implemented
> h1. Solution Concept
> Have the solution aligned with the solution of FINERACT-1910.
> The API should support passing the required parameters.
> h2. Request parameters
> || Parameter||Mandatory/Optional|| ||
> |trxDateFrom|optional|inclusive|
> |trxDateTo|optional|inclusive|
> |creditDebitIndicator|optional|Deposit or withdraw|
> |trxAmountFrom|optional|inclusive|
> |trxAmountTo|optional|inclusive|
> |externalId|optional| |
>  



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