From d4108f60f25d2487b6453a7374815237146dda2a Mon Sep 17 00:00:00 2001
From: Ashhar Ahmad Khan <145142826+AshharAhmadKhan@users.noreply.github.com>
Date: Mon, 16 Feb 2026 23:15:13 +0530
Subject: [PATCH] FINERACT-2481: Remove Pentaho reports from initial sample
 data

Remove deprecated Pentaho report entries from initial data using Liquibase migration.

Changes:
- Added migration 0210_remove_pentaho_reports.xml with explicit report names
- Deletes 26 Pentaho permission entries from m_permission table
- Deletes 44 Pentaho report entries from stretchy_report table
- Handles child table (stretchy_report_parameter) before parent deletion
- Uses case-insensitive matching for cross-database compatibility

The migration includes preConditions to safely handle cases where
Pentaho data has already been removed, ensuring idempotent execution.
---
 .../db/changelog/tenant/changelog-tenant.xml  |   1 +
 .../parts/0210_remove_pentaho_reports.xml     | 149 ++++++++++++++++++
 2 files changed, 150 insertions(+)
 create mode 100644 fineract-provider/src/main/resources/db/changelog/tenant/parts/0210_remove_pentaho_reports.xml

diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml b/fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml
index 34da1913f50..24ad6a95dba 100644
--- a/fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml
+++ b/fineract-provider/src/main/resources/db/changelog/tenant/changelog-tenant.xml
@@ -228,4 +228,5 @@
     <include file="parts/0207_add_allow_full_term_for_tranche.xml" relativeToChangelogFile="true" />
     <include file="parts/0208_trial_balance_summary_with_asset_owner_journal_entry_aggregation_fix.xml" relativeToChangelogFile="true" />
     <include file="parts/0209_transaction_summary_with_asset_owner_and_from_asset_owner_id_for_asset_sales.xml" relativeToChangelogFile="true" />
+    <include file="parts/0210_remove_pentaho_reports.xml" relativeToChangelogFile="true" />
 </databaseChangeLog>
diff --git a/fineract-provider/src/main/resources/db/changelog/tenant/parts/0210_remove_pentaho_reports.xml b/fineract-provider/src/main/resources/db/changelog/tenant/parts/0210_remove_pentaho_reports.xml
new file mode 100644
index 00000000000..0034009d6df
--- /dev/null
+++ b/fineract-provider/src/main/resources/db/changelog/tenant/parts/0210_remove_pentaho_reports.xml
@@ -0,0 +1,149 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+
+    Licensed to the Apache Software Foundation (ASF) under one
+    or more contributor license agreements. See the NOTICE file
+    distributed with this work for additional information
+    regarding copyright ownership. The ASF licenses this file
+    to you under the Apache License, Version 2.0 (the
+    "License"); you may not use this file except in compliance
+    with the License. You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+    Unless required by applicable law or agreed to in writing,
+    software distributed under the License is distributed on an
+    "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+    KIND, either express or implied. See the License for the
+    specific language governing permissions and limitations
+    under the License.
+
+-->
+<databaseChangeLog xmlns="http://www.liquibase.org/xml/ns/dbchangelog"
+                   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+                   xsi:schemaLocation="http://www.liquibase.org/xml/ns/dbchangelog
+                   http://www.liquibase.org/xml/ns/dbchangelog/dbchangelog-4.3.xsd">
+    <changeSet author="fineract" id="1">
+        <preConditions onFail="MARK_RAN">
+            <sqlCheck expectedResult="1">
+                SELECT COUNT(*) > 0
+                FROM m_role_permission rp
+                JOIN m_permission p ON p.id = rp.permission_id
+                WHERE LOWER(p.code) LIKE LOWER('%Pentaho%')
+            </sqlCheck>
+        </preConditions>
+        <comment>Remove role permissions for deprecated Pentaho reports</comment>
+        <sql>
+            DELETE FROM m_role_permission
+            WHERE permission_id IN (SELECT id FROM m_permission WHERE LOWER(code) LIKE LOWER('%Pentaho%'));
+        </sql>
+    </changeSet>
+    <changeSet author="fineract" id="2">
+        <preConditions onFail="MARK_RAN">
+            <sqlCheck expectedResult="1">
+                SELECT COUNT(*) > 0 FROM m_permission WHERE LOWER(code) LIKE LOWER('%Pentaho%')
+            </sqlCheck>
+        </preConditions>
+        <comment>Remove deprecated Pentaho report permissions</comment>
+        <sql>
+            DELETE FROM m_permission WHERE code IN (
+                'READ_Active Loans - Summary(Pentaho)',
+                'READ_Active Loans by Disbursal Period(Pentaho)',
+                'READ_Active Loans in last installment Summary(Pentaho)',
+                'READ_Active Loans in last installment(Pentaho)',
+                'READ_Active Loans Passed Final Maturity Summary(Pentaho)',
+                'READ_Active Loans Passed Final Maturity(Pentaho)',
+                'READ_Aging Detail(Pentaho)',
+                'READ_Aging Summary (Arrears in Months)(Pentaho)',
+                'READ_Aging Summary (Arrears in Weeks)(Pentaho)',
+                'READ_Client Listing(Pentaho)',
+                'READ_Client Loans Listing(Pentaho)',
+                'READ_Expected Payments By Date - Basic(Pentaho)',
+                'READ_Funds Disbursed Between Dates Summary by Office(Pentaho)',
+                'READ_Funds Disbursed Between Dates Summary(Pentaho)',
+                'READ_Loans Awaiting Disbursal Summary by Month(Pentaho)',
+                'READ_Loans Awaiting Disbursal Summary(Pentaho)',
+                'READ_Loans Awaiting Disbursal(Pentaho)',
+                'READ_Loans Pending Approval(Pentaho)',
+                'READ_Obligation Met Loans Details(Pentaho)',
+                'READ_Obligation Met Loans Summary(Pentaho)',
+                'READ_Portfolio at Risk by Branch(Pentaho)',
+                'READ_Portfolio at Risk(Pentaho)',
+                'READ_Rescheduled Loans(Pentaho)',
+                'READ_TxnRunningBalances(Pentaho)',
+                'READ_Written-Off Loans(Pentaho)',
+                'READ_Staff Assignment History'
+            );
+        </sql>
+    </changeSet>
+    <changeSet author="fineract" id="3">
+        <preConditions onFail="MARK_RAN">
+            <sqlCheck expectedResult="1">
+                SELECT COUNT(*) > 0
+                FROM stretchy_report_parameter
+                WHERE report_id IN (SELECT id FROM stretchy_report WHERE LOWER(report_type) = LOWER('Pentaho'))
+            </sqlCheck>
+        </preConditions>
+        <comment>Remove parameters for deprecated Pentaho reports</comment>
+        <sql>
+            DELETE FROM stretchy_report_parameter
+            WHERE report_id IN (SELECT id FROM stretchy_report WHERE LOWER(report_type) = LOWER('Pentaho'));
+        </sql>
+    </changeSet>
+    <changeSet author="fineract" id="4">
+        <preConditions onFail="MARK_RAN">
+            <sqlCheck expectedResult="1">
+                SELECT COUNT(*) > 0 FROM stretchy_report WHERE LOWER(report_type) = LOWER('Pentaho')
+            </sqlCheck>
+        </preConditions>
+        <comment>Remove deprecated Pentaho reports from stretchy_report</comment>
+        <sql>
+            DELETE FROM stretchy_report WHERE report_name IN (
+                'Balance Sheet',
+                'Income Statement',
+                'Trial Balance',
+                'Loan Account Schedule',
+                'Branch Expected Cash Flow',
+                'Expected Payments By Date - Formatted',
+                'Savings Transactions',
+                'Client Savings Summary',
+                'Active Loans - Details(Pentaho)',
+                'Active Loans - Summary(Pentaho)',
+                'Active Loans by Disbursal Period(Pentaho)',
+                'Active Loans in last installment Summary(Pentaho)',
+                'Active Loans in last installment(Pentaho)',
+                'Active Loans Passed Final Maturity Summary(Pentaho)',
+                'Active Loans Passed Final Maturity(Pentaho)',
+                'Aging Detail(Pentaho)',
+                'Aging Summary (Arrears in Months)(Pentaho)',
+                'Aging Summary (Arrears in Weeks)(Pentaho)',
+                'Client Listing(Pentaho)',
+                'Client Loans Listing(Pentaho)',
+                'Expected Payments By Date - Basic(Pentaho)',
+                'Funds Disbursed Between Dates Summary by Office(Pentaho)',
+                'Funds Disbursed Between Dates Summary(Pentaho)',
+                'Loans Awaiting Disbursal Summary by Month(Pentaho)',
+                'Loans Awaiting Disbursal Summary(Pentaho)',
+                'Loans Awaiting Disbursal(Pentaho)',
+                'Loans Pending Approval(Pentaho)',
+                'Obligation Met Loans Details(Pentaho)',
+                'Obligation Met Loans Summary(Pentaho)',
+                'Portfolio at Risk by Branch(Pentaho)',
+                'Portfolio at Risk(Pentaho)',
+                'Rescheduled Loans(Pentaho)',
+                'TxnRunningBalances(Pentaho)',
+                'Written-Off Loans(Pentaho)',
+                'Client Saving Transactions',
+                'Client Loan Account Schedule',
+                'Savings Transaction Receipt',
+                'Loan Transaction Receipt',
+                'Staff Assignment History',
+                'GeneralLedgerReport',
+                'Active Loan Summary per Branch',
+                'Balance Outstanding',
+                'Collection Report',
+                'Disbursal Report'
+            ) AND LOWER(report_type) = LOWER('Pentaho');
+        </sql>
+    </changeSet>
+</databaseChangeLog>