Search in sources :

Example 36 with LocalDate

use of org.joda.time.LocalDate in project head by mifos.

the class SavingsBO method adjustUserAction.

private AccountPaymentEntity adjustUserAction(Money amountAdjustedTo, String adjustmentNote, LocalDate adjustmentDate, PersonnelBO updatedBy, AccountPaymentEntity payment) {
    AccountPaymentEntity newPayment = null;
    try {
        if (!isAdjustPossibleOnTrxn(amountAdjustedTo, payment)) {
            throw new BusinessRuleException(AccountExceptionConstants.CANNOTADJUST);
        }
        AccountActionTypes savingsTransactionType = findFirstDepositOrWithdrawalTransaction(payment);
        Date adjustedOn = new DateTimeService().getCurrentJavaDateTime();
        List<AccountTrxnEntity> reversedTransactions = reverseTransaction(adjustmentNote, updatedBy, payment, savingsTransactionType, adjustedOn);
        buildFinancialEntries(new LinkedHashSet<AccountTrxnEntity>(reversedTransactions));
        if (amountAdjustedTo.isGreaterThanZero()) {
            Set<AccountTrxnEntity> adjustedPaymentTransactions = createNewAccountPaymentWithAdjustedAmount(amountAdjustedTo, updatedBy, payment, savingsTransactionType, adjustedOn, adjustmentDate);
            buildFinancialEntries(adjustedPaymentTransactions);
            newPayment = adjustedPaymentTransactions.toArray(new AccountTrxnEntity[adjustedPaymentTransactions.size()])[0].getAccountPayment();
        }
    } catch (AccountException e) {
        throw new BusinessRuleException(e.getKey(), e);
    }
    goActiveDueToDepositOrWithdrawalOnAccount(updatedBy);
    return newPayment;
}
Also used : AccountActionTypes(org.mifos.accounts.util.helpers.AccountActionTypes) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountTrxnEntity(org.mifos.accounts.business.AccountTrxnEntity) AccountException(org.mifos.accounts.exceptions.AccountException) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) DateTimeService(org.mifos.framework.util.DateTimeService) Date(java.util.Date) LocalDate(org.joda.time.LocalDate)

Example 37 with LocalDate

use of org.joda.time.LocalDate in project head by mifos.

the class SavingsOfferingBO method updateSavingsDetails.

public void updateSavingsDetails(Money recommendedAmount, RecommendedAmntUnitEntity recommendedAmntUnit, Money maxAmntWithdrawl, Double interestRate, Money minAmountRequiredForInterestToBeCalculated, LocalDate updateDate) {
    this.maxAmntWithdrawl = maxAmntWithdrawl;
    this.recommendedAmount = recommendedAmount;
    this.recommendedAmntUnit = recommendedAmntUnit;
    if (interestDetailsHaveChanged(interestRate, minAmountRequiredForInterestToBeCalculated)) {
        InterestScheduledEvent interestCalculationEvent = new SavingsInterestScheduledEventFactory().createScheduledEventFrom(this.getTimePerForInstcalc().getMeeting());
        LocalDate nextInterestCalculationDate = interestCalculationEvent.nextMatchingDateAfter(startOfFiscalYear(updateDate), updateDate);
        LocalDate startOfPeriodDate = interestCalculationEvent.findFirstDateOfPeriodForMatchingDate(nextInterestCalculationDate);
        LocalDate previousInterestCalculationDate = startOfPeriodDate.minusDays(1);
        LocalDate startOfPreviousPeriodDate = interestCalculationEvent.findFirstDateOfPeriodForMatchingDate(previousInterestCalculationDate);
        CalendarPeriod previousInterestCalculationPeriod = new CalendarPeriod(startOfPreviousPeriodDate, previousInterestCalculationDate);
        if (noHistoricalRecordExistsFor(previousInterestCalculationPeriod)) {
            SavingsProductHistoricalInterestDetail historicalInterestDetail = new SavingsProductHistoricalInterestDetail(previousInterestCalculationPeriod, this.interestRate, this.minAmntForInt, this);
            this.historicalInterestDetails.add(historicalInterestDetail);
        }
        this.interestRate = interestRate;
        this.minAmntForInt = minAmountRequiredForInterestToBeCalculated;
    }
}
Also used : SavingsInterestScheduledEventFactory(org.mifos.accounts.savings.interest.schedule.SavingsInterestScheduledEventFactory) InterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent) CalendarPeriod(org.mifos.accounts.savings.interest.CalendarPeriod) LocalDate(org.joda.time.LocalDate) SavingsProductHistoricalInterestDetail(org.mifos.accounts.savings.interest.SavingsProductHistoricalInterestDetail)

Example 38 with LocalDate

use of org.joda.time.LocalDate in project head by mifos.

the class LegacyAccountDao method getActiveCustomerAndSavingsAccountIdsForGenerateMeetingTask.

public List<Integer> getActiveCustomerAndSavingsAccountIdsForGenerateMeetingTask() throws PersistenceException {
    LocalDate date = new LocalDate();
    HashMap<String, Object> queryParameters = new HashMap<String, Object>();
    queryParameters.put("DATE", date.toString());
    List<Integer> customerIds = executeNamedQuery("getActiveCustomerAccountIdsForGenerateMeetingsTask", queryParameters);
    List<Integer> savingsIds = executeNamedQuery("getActiveSavingsAccountIdsForGenerateMeetingsTask", queryParameters);
    customerIds.addAll(savingsIds);
    return customerIds;
}
Also used : HashMap(java.util.HashMap) LocalDate(org.joda.time.LocalDate)

Example 39 with LocalDate

use of org.joda.time.LocalDate in project head by mifos.

the class LoanAccountServiceFacadeWebTier method createLoanAccount.

private LoanCreationResultDto createLoanAccount(CreateLoanAccount loanAccountInfo, List<LoanPaymentDto> backdatedLoanPayments, List<QuestionGroupDetail> questionGroups, LoanAccountCashFlow loanAccountCashFlow, List<DateTime> loanScheduleInstallmentDates, List<Number> totalInstallmentAmounts, List<GroupMemberAccountDto> memberDetails, boolean isBackdatedLoan) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (GroupMemberAccountDto groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientBySystemId(groupMemberAccount.getGlobalId());
        if (creationDate.isBefore(new DateTime(member.getCreatedDate()))) {
            throw new BusinessRuleException("errors.cannotCreateLoan.because.clientsAreCreatedInFuture");
        }
    }
    // 1. assemble loan details
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(user.getBranchId());
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    CustomerBO customer = this.customerDao.findCustomerById(loanAccountInfo.getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getDisbursementDate(), loanAccountInfo.getInterestRate(), loanAccountInfo.getNumberOfInstallments(), loanAccountInfo.getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getDisbursementDate(), loanAccountInfo, loanAccountDetail.getCustomer());
    } else {
        MeetingDto customerMeetingDto = customer.getCustomerMeetingValue().toDto();
        repaymentDayMeeting = new MeetingFactory().create(customerMeetingDto);
        Short recurAfter = loanAccountDetail.getLoanProduct().getLoanOfferingMeeting().getMeeting().getRecurAfter();
        repaymentDayMeeting.getMeetingDetails().setRecurAfter(recurAfter);
    }
    List<DateTime> loanScheduleDates = new ArrayList<DateTime>(loanScheduleInstallmentDates);
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getDisbursementDate(), totalInstallmentAmounts);
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getMinAllowedLoanAmount().doubleValue(), null);
    if (isBackdatedLoan) {
        creationDate = loanAccountInfo.getDisbursementDate().toDateMidnight().toDateTime();
    }
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openStandardLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getExternalId());
    loan.setCollateralNote(loanAccountInfo.getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getCollateralTypeId());
    if (isBackdatedLoan) {
        loan.markAsCreatedWithBackdatedPayments();
    }
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getPredefinedAccountNumber());
    }
    try {
        personnelDao.checkAccessPermission(userContext, loan.getOfficeId(), loan.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    try {
        transactionHelper.startTransaction();
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        //no predefined account number, generate one instead
        if (loanAccountInfo.getPredefinedAccountNumber() == null) {
            try {
                loan.setGlobalAccountNum(loan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        //set up status flag
        AccountStateFlagEntity flagEntity = null;
        if (loanAccountInfo.getFlagId() != null) {
            try {
                flagEntity = legacyMasterDao.getPersistentObject(AccountStateFlagEntity.class, loanAccountInfo.getFlagId());
                loan.setUserContext(userContext);
                loan.setFlag(flagEntity);
                loan.setClosedDate(new DateTimeService().getCurrentJavaDateTime());
                loan.setUserContext(userContext);
            } catch (PersistenceException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        // for GLIM loans only
        List<GroupMemberLoanDetail> individualMembersOfGroupLoan = new ArrayList<GroupMemberLoanDetail>();
        List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
        for (GroupMemberAccountDto groupMemberAccount : memberDetails) {
            ClientBO member = this.customerDao.findClientBySystemId(groupMemberAccount.getGlobalId());
            Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
            List<CreateAccountFeeDto> defaultAccountFees = new ArrayList<CreateAccountFeeDto>();
            List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
            radio.add(loanAmount.divide(loan.getLoanAmount()));
            for (CreateAccountFeeDto createAccountFeeDto : loanAccountInfo.getAccountFees()) {
                Integer feeId = createAccountFeeDto.getFeeId();
                String amount = createAccountFeeDto.getAmount();
                FeeBO feeBO = this.feeDao.findById(feeId.shortValue());
                if (feeBO instanceof AmountFeeBO) {
                    amount = String.valueOf(Double.valueOf(createAccountFeeDto.getAmount()) * (loanAmount.divide(loanAccountInfo.getLoanAmount()).getAmount().doubleValue()));
                }
                defaultAccountFees.add(new CreateAccountFeeDto(feeId, amount));
            }
            int memberCount = memberDetails.size();
            for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getAccountPenalties()) {
                Integer penaltyId = createAccountPenaltyDto.getPenaltyId();
                String amount = createAccountPenaltyDto.getAmount();
                PenaltyBO penaltyBO = this.penaltyDao.findPenaltyById(penaltyId.shortValue());
                if (penaltyBO instanceof AmountPenaltyBO) {
                    amount = String.valueOf(Double.valueOf(createAccountPenaltyDto.getAmount()) / memberCount);
                }
                defaultAccountPenalties.add(new CreateAccountPenaltyDto(penaltyId, amount));
            }
            List<AccountFeesEntity> feeEntities = assembleAccountFees(defaultAccountFees);
            List<AccountPenaltiesEntity> penaltyEntities = assembleAccountPenalties(defaultAccountPenalties);
            LoanProductOverridenDetail memberOverridenDetail = new LoanProductOverridenDetail(loanAmount, feeEntities, overridenDetail, penaltyEntities);
            LoanSchedule memberSchedule = assembleLoanSchedule(member, loanAccountDetail.getLoanProduct(), memberOverridenDetail, configuration, repaymentDayMeeting, userOffice, new ArrayList<DateTime>(), loanAccountInfo.getDisbursementDate(), new ArrayList<Number>());
            GroupMemberLoanDetail groupMemberLoanDetail = new GroupMemberLoanDetail(member, memberOverridenDetail, memberSchedule, groupMemberAccount.getLoanPurposeId());
            individualMembersOfGroupLoan.add(groupMemberLoanDetail);
        }
        checkScheduleForMembers(loanSchedule, loan, individualMembersOfGroupLoan, radio);
        //for original schedule persisting
        List<LoanBO> memberLoans = new ArrayList<LoanBO>();
        for (GroupMemberLoanDetail groupMemberAccount : individualMembersOfGroupLoan) {
            LoanBO memberLoan = LoanBO.openGroupMemberLoanAccount(loan, loanAccountDetail.getLoanProduct(), groupMemberAccount.getMember(), repaymentDayMeeting, groupMemberAccount.getMemberSchedule(), groupMemberAccount.getMemberOverridenDetail(), configuration, installmentRange, amountRange, creationDetail, createdBy);
            if (groupMemberAccount.getLoanPurposeId() > 0) {
                memberLoan.setBusinessActivityId(groupMemberAccount.getLoanPurposeId());
            }
            if (!backdatedLoanPayments.isEmpty()) {
                memberLoan.markAsCreatedWithBackdatedPayments();
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            try {
                memberLoan.setGlobalAccountNum(memberLoan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            memberLoans.add(memberLoan);
        }
        // save question groups
        if (!questionGroups.isEmpty()) {
            Integer eventSourceId = questionnaireServiceFacade.getEventSourceId("Create", "Loan");
            QuestionGroupDetails questionGroupDetails = new QuestionGroupDetails(Integer.valueOf(user.getUserId()).shortValue(), loan.getAccountId(), eventSourceId, questionGroups);
            questionnaireServiceFacade.saveResponses(questionGroupDetails);
            transactionHelper.flushSession();
        }
        if (loanAccountCashFlow != null && !loanAccountCashFlow.getMonthlyCashFlow().isEmpty()) {
            List<MonthlyCashFlowDetail> monthlyCashFlowDetails = new ArrayList<MonthlyCashFlowDetail>();
            for (MonthlyCashFlowDto monthlyCashFlow : loanAccountCashFlow.getMonthlyCashFlow()) {
                MonthlyCashFlowDetail monthlyCashFlowDetail = new MonthlyCashFlowDetail(monthlyCashFlow.getMonthDate(), monthlyCashFlow.getRevenue(), monthlyCashFlow.getExpenses(), monthlyCashFlow.getNotes());
                monthlyCashFlowDetails.add(monthlyCashFlowDetail);
            }
            org.mifos.platform.cashflow.service.CashFlowDetail cashFlowDetail = new org.mifos.platform.cashflow.service.CashFlowDetail(monthlyCashFlowDetails);
            cashFlowDetail.setTotalCapital(loanAccountCashFlow.getTotalCapital());
            cashFlowDetail.setTotalLiability(loanAccountCashFlow.getTotalLiability());
            cashFlowService.save(cashFlowDetail);
            transactionHelper.flushSession();
        }
        if (isBackdatedLoan) {
            // 3. auto approve loan
            String comment = "Automatic Status Update (Redo Loan)";
            LocalDate approvalDate = loanAccountInfo.getDisbursementDate();
            loan.approve(createdBy, comment, approvalDate);
            // 4. disburse loan
            String receiptNumber = null;
            Date receiptDate = null;
            PaymentTypeEntity paymentType = new PaymentTypeEntity(PaymentTypes.CASH.getValue());
            if (loanAccountInfo.getDisbursalPaymentTypeId() != null) {
                paymentType = new PaymentTypeEntity(loanAccountInfo.getDisbursalPaymentTypeId());
            }
            Date paymentDate = loanAccountInfo.getDisbursementDate().toDateMidnight().toDate();
            AccountPaymentEntity disbursalPayment = new AccountPaymentEntity(loan, loan.getLoanAmount(), receiptNumber, receiptDate, paymentType, paymentDate);
            disbursalPayment.setCreatedByUser(createdBy);
            this.loanBusinessService.persistOriginalSchedule(loan);
            for (LoanBO memberLoan : memberLoans) {
                this.loanBusinessService.persistOriginalSchedule(memberLoan);
            }
            // refactoring of loan disbursal
            if (customer.isDisbursalPreventedDueToAnyExistingActiveLoansForTheSameProduct(loan.getLoanOffering())) {
                throw new BusinessRuleException("errors.cannotDisburseLoan.because.otherLoansAreActive");
            }
            try {
                loan.updateCustomer(customer);
                new ProductMixValidator().checkIfProductsOfferingCanCoexist(loan);
            } catch (ServiceException e1) {
                throw new AccountException(e1.getMessage());
            }
            loan.disburse(createdBy, disbursalPayment);
            customer.updatePerformanceHistoryOnDisbursement(loan, loan.getLoanAmount());
            // end of refactoring of loan disbural
            this.loanDao.save(loan);
            transactionHelper.flushSession();
            // 5. apply each payment
            for (LoanPaymentDto loanPayment : backdatedLoanPayments) {
                Money amountPaidToDate = new Money(loan.getCurrency(), loanPayment.getAmount());
                PaymentData paymentData = new PaymentData(amountPaidToDate, createdBy, loanPayment.getPaymentTypeId(), loanPayment.getPaymentDate().toDateMidnight().toDate());
                loan.applyPayment(paymentData);
                this.loanDao.save(loan);
            }
        }
        transactionHelper.commitTransaction();
        return new LoanCreationResultDto(false, loan.getAccountId(), loan.getGlobalAccountNum());
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (Exception e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}
Also used : MonthlyCashFlowDto(org.mifos.dto.domain.MonthlyCashFlowDto) CashFlowDetail(org.mifos.accounts.productdefinition.business.CashFlowDetail) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanPaymentDto(org.mifos.dto.domain.LoanPaymentDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) DateTimeService(org.mifos.framework.util.DateTimeService) PaymentData(org.mifos.accounts.util.helpers.PaymentData) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) CreateLoanSchedule(org.mifos.clientportfolio.loan.service.CreateLoanSchedule) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) QuestionGroupDetails(org.mifos.platform.questionnaire.service.QuestionGroupDetails) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) PaymentTypeEntity(org.mifos.application.master.business.PaymentTypeEntity) AccountException(org.mifos.accounts.exceptions.AccountException) ServiceException(org.mifos.framework.exceptions.ServiceException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) GroupMemberLoanDetail(org.mifos.clientportfolio.newloan.domain.GroupMemberLoanDetail) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountStateFlagEntity(org.mifos.accounts.business.AccountStateFlagEntity) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) LoanOfferingInstallmentRange(org.mifos.accounts.productdefinition.business.LoanOfferingInstallmentRange) InstallmentRange(org.mifos.accounts.productdefinition.business.InstallmentRange) AmountRange(org.mifos.accounts.productdefinition.business.AmountRange) CustomerBO(org.mifos.customers.business.CustomerBO) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) GroupMemberAccountDto(org.mifos.clientportfolio.newloan.applicationservice.GroupMemberAccountDto) BigDecimal(java.math.BigDecimal) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) StatesInitializationException(org.mifos.framework.exceptions.StatesInitializationException) BusinessRuleException(org.mifos.service.BusinessRuleException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ServiceException(org.mifos.framework.exceptions.ServiceException) HibernateSearchException(org.mifos.framework.exceptions.HibernateSearchException) PageExpiredException(org.mifos.framework.exceptions.PageExpiredException) SystemException(org.mifos.framework.exceptions.SystemException) MifosRuntimeException(org.mifos.core.MifosRuntimeException) AccountException(org.mifos.accounts.exceptions.AccountException) PropertyNotFoundException(org.mifos.framework.exceptions.PropertyNotFoundException) ConfigurationException(org.mifos.config.exceptions.ConfigurationException) MeetingException(org.mifos.application.meeting.exceptions.MeetingException) MeetingDto(org.mifos.dto.domain.MeetingDto) ProductMixValidator(org.mifos.accounts.loan.struts.action.validate.ProductMixValidator) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 40 with LocalDate

use of org.joda.time.LocalDate in project head by mifos.

the class LoanAccountServiceFacadeWebTier method createMultipleLoans.

@Override
public List<String> createMultipleLoans(List<CreateLoanRequest> multipleLoans) {
    MifosUser mifosUser = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(mifosUser);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    List<String> createdLoanAccountNumbers = new ArrayList<String>();
    for (CreateLoanRequest loanDetail : multipleLoans) {
        CustomerBO center = this.customerDao.findCustomerById(loanDetail.getCenterId());
        Short loanProductId = loanDetail.getLoanProductId();
        LoanOfferingBO loanProduct = this.loanProductDao.findById(loanProductId.intValue());
        List<QuestionGroupDetail> questionGroups = new ArrayList<QuestionGroupDetail>();
        LoanAccountCashFlow loanAccountCashFlow = null;
        BigDecimal loanAmount = BigDecimal.valueOf(Double.valueOf(loanDetail.getLoanAmount()));
        BigDecimal minAllowedLoanAmount = BigDecimal.valueOf(Double.valueOf(loanDetail.getMinLoanAmount()));
        BigDecimal maxAllowedLoanAmount = BigDecimal.valueOf(Double.valueOf(loanDetail.getMaxLoanAmount()));
        Double interestRate = loanProduct.getDefInterestRate();
        LocalDate disbursementDate = new LocalDate(center.getCustomerAccount().getNextMeetingDate());
        int numberOfInstallments = loanDetail.getDefaultNoOfInstall();
        int minAllowedNumberOfInstallments = loanDetail.getMinNoOfInstall();
        int maxAllowedNumberOfInstallments = loanDetail.getMaxNoOfInstall();
        int graceDuration = loanProduct.getGracePeriodDuration();
        boolean isRepaymentIndepOfMeetingEnabled = new ConfigurationBusinessService().isRepaymentIndepOfMeetingEnabled();
        Integer sourceOfFundId = null;
        Integer loanPurposeId = loanDetail.getLoanPurpose();
        Integer collateralTypeId = null;
        String collateralNotes = null;
        String externalId = null;
        List<CreateAccountFeeDto> accountFees = new ArrayList<CreateAccountFeeDto>();
        for (LoanOfferingFeesEntity loanOfferingFeesEntity : loanProduct.getLoanOfferingFees()) {
            FeeBO feeBO = loanOfferingFeesEntity.getFees();
            FeeDto feeDto = feeBO.toDto();
            String amountOrRate = feeDto.getAmountOrRate().toString();
            accountFees.add(new CreateAccountFeeDto(feeBO.getFeeId().intValue(), amountOrRate));
        }
        RecurringSchedule recurringSchedule = null;
        if (isRepaymentIndepOfMeetingEnabled) {
            MeetingBO meetingBO = loanProduct.getLoanOfferingMeetingValue();
            MeetingDetailsEntity meetingDetailsEntity = meetingBO.getMeetingDetails();
            Integer recursEvery = meetingDetailsEntity.getRecurAfter().intValue();
            Short dayOfMonth = meetingDetailsEntity.getDayNumber();
            RankOfDay weekOfMonth = meetingDetailsEntity.getWeekRank();
            WeekDay dayOfWeek = meetingDetailsEntity.getWeekDay();
            MeetingDetailsEntity customerMeetingDetailsEntity = center.getCustomerAccount().getMeetingForAccount().getMeetingDetails();
            Short customerRecurrenceType = customerMeetingDetailsEntity.getRecurrenceType().getRecurrenceId();
            if (meetingDetailsEntity.getRecurrenceType().getRecurrenceId().equals(customerRecurrenceType)) {
                dayOfMonth = customerMeetingDetailsEntity.getDayNumber();
                weekOfMonth = customerMeetingDetailsEntity.getWeekRank();
                dayOfWeek = customerMeetingDetailsEntity.getWeekDay();
            }
            if (meetingBO.isMonthly()) {
                if (meetingBO.isMonthlyOnDate()) {
                    recurringSchedule = new MonthlyOnDayOfMonthSchedule(recursEvery, dayOfMonth.intValue());
                } else {
                    recurringSchedule = new MonthlyOnWeekOfMonthSchedule(recursEvery, weekOfMonth.getValue().intValue(), dayOfWeek.getValue().intValue());
                }
            } else if (meetingBO.isWeekly()) {
                recurringSchedule = new WeeklySchedule(recursEvery, dayOfWeek.getValue().intValue());
            }
        }
        CreateLoanAccount loanAccountInfo = new CreateLoanAccount(loanDetail.getClientId(), loanDetail.getLoanProductId().intValue(), loanDetail.getAccountStateId().intValue(), loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, interestRate, disbursementDate, null, numberOfInstallments, minAllowedNumberOfInstallments, maxAllowedNumberOfInstallments, graceDuration, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId, isRepaymentIndepOfMeetingEnabled, recurringSchedule, accountFees, new ArrayList<CreateAccountPenaltyDto>());
        LoanCreationResultDto result = this.createLoan(loanAccountInfo, questionGroups, loanAccountCashFlow);
        createdLoanAccountNumbers.add(result.getGlobalAccountNum());
    //            try {
    //                CustomerBO center = this.customerDao.findCustomerById(loanDetail.getCenterId());
    //
    //                Short loanProductId = loanDetail.getLoanProductId();
    //                LoanOfferingBO loanProduct = this.loanProductDao.findById(loanProductId.intValue());
    //                CustomerBO client = this.customerDao.findCustomerById(loanDetail.getClientId());
    //
    //                AccountState accountState = AccountState.fromShort(loanDetail.getAccountStateId());
    //                Money loanAmount = new Money(loanProduct.getCurrency(), loanDetail.getLoanAmount());
    //                Short defaultNumOfInstallments = loanDetail.getDefaultNoOfInstall();
    //                Date disbursementDate = center.getCustomerAccount().getNextMeetingDate();
    //                boolean interestDeductedAtDisbursement = loanProduct.isIntDedDisbursement();
    //                boolean isRepaymentIndepOfMeetingEnabled = new ConfigurationBusinessService().isRepaymentIndepOfMeetingEnabled();
    //
    //                MeetingBO newMeetingForRepaymentDay = null;
    //                if (isRepaymentIndepOfMeetingEnabled) {
    //                    MeetingBO meeting = center.getCustomerAccount().getMeetingForAccount();
    //                    LoanAccountMeetingDto loanAccountMeetingDto = null;
    //
    //                    if (meeting.isWeekly()) {
    //                        loanAccountMeetingDto = new LoanAccountMeetingDto(RecurrenceType.WEEKLY.getValue().toString(),
    //                                meeting.getMeetingDetails().getWeekDay().getValue().toString(),
    //                                meeting.getMeetingDetails().getRecurAfter().toString(),
    //                                null, null, null, null, null, null);
    //                    } else if (meeting.isMonthly()) {
    //                        if (meeting.isMonthlyOnDate()) {
    //                            loanAccountMeetingDto = new LoanAccountMeetingDto(RecurrenceType.MONTHLY.getValue().toString(),
    //                                    null, null, "1",
    //                                    meeting.getMeetingDetails().getDayNumber().toString(),
    //                                    meeting.getMeetingDetails().getRecurAfter().toString(),
    //                                    null, null, null);
    //                        } else {
    //                            loanAccountMeetingDto = new LoanAccountMeetingDto(RecurrenceType.MONTHLY.getValue().toString(),
    //                                    null, null, "2", null, null,
    //                                    meeting.getMeetingDetails().getWeekDay().getValue().toString(),
    //                                    meeting.getMeetingDetails().getRecurAfter().toString(),
    //                                    meeting.getMeetingDetails().getWeekRank().getValue().toString());
    //                        }
    //                    }
    //
    //                    newMeetingForRepaymentDay = this.createNewMeetingForRepaymentDay(new LocalDate(disbursementDate), loanAccountMeetingDto, client);
    //                }
    //
    //                checkPermissionForCreate(accountState.getValue(), userContext, userContext.getBranchId(), userContext.getId());
    //
    //                List<FeeDto> additionalFees = new ArrayList<FeeDto>();
    //                List<FeeDto> defaultFees = new ArrayList<FeeDto>();
    //
    //                new LoanProductService().getDefaultAndAdditionalFees(loanProductId, userContext, defaultFees, additionalFees);
    //
    //                FundBO fund = null;
    //                List<CustomFieldDto> customFields = new ArrayList<CustomFieldDto>();
    //                boolean isRedone = false;
    //
    //                // FIXME - keithw - tidy up constructor and use domain concepts rather than primitives, e.g. money v double, loanpurpose v integer.
    //
    //                LoanBO loan = new LoanBO(userContext, loanProduct, client, accountState, loanAmount, defaultNumOfInstallments,
    //                        disbursementDate, interestDeductedAtDisbursement, interestRate, gracePeriodDuration, fund, defaultFees,
    //                        customFields, isRedone, maxLoanAmount, minLoanAmount,
    //                        loanProduct.getMaxInterestRate(), loanProduct.getMinInterestRate(),
    //                        maxNoOfInstall, minNoOfInstall, isRepaymentIndepOfMeetingEnabled, newMeetingForRepaymentDay);
    //                loan.setBusinessActivityId(loanDetail.getLoanPurpose());
    //
    //                PersonnelBO loggedInUser = this.personnelDao.findPersonnelById(userContext.getId());
    //                AccountStateEntity newAccountState = new AccountStateEntity(accountState);
    //                AccountStatusChangeHistoryEntity statusChange = new AccountStatusChangeHistoryEntity(null, newAccountState, loggedInUser, loan);
    //
    //                this.transactionHelper.startTransaction();
    //                loan.addAccountStatusChangeHistory(statusChange);
    //                this.loanDao.save(loan);
    //                this.transactionHelper.flushSession();
    //                String globalAccountNum = loan.generateId(userContext.getBranchGlobalNum());
    //                loan.setGlobalAccountNum(globalAccountNum);
    //                this.loanDao.save(loan);
    //                this.transactionHelper.commitTransaction();
    //
    //                createdLoanAccountNumbers.add(loan.getGlobalAccountNum());
    //            } catch (ServiceException e) {
    //                this.transactionHelper.rollbackTransaction();
    //                throw new MifosRuntimeException(e);
    //            } catch (PersistenceException e) {
    //                this.transactionHelper.rollbackTransaction();
    //                throw new MifosRuntimeException(e);
    //            } catch (AccountException e) {
    //                this.transactionHelper.rollbackTransaction();
    //                throw new BusinessRuleException(e.getKey(), e);
    //            }
    }
    return createdLoanAccountNumbers;
}
Also used : MeetingBO(org.mifos.application.meeting.business.MeetingBO) ArrayList(java.util.ArrayList) WeeklySchedule(org.mifos.clientportfolio.loan.service.WeeklySchedule) LocalDate(org.joda.time.LocalDate) RankOfDay(org.mifos.application.meeting.util.helpers.RankOfDay) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) OfficeBO(org.mifos.customers.office.business.OfficeBO) ConfigurationBusinessService(org.mifos.config.business.service.ConfigurationBusinessService) CustomerBO(org.mifos.customers.business.CustomerBO) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) MonthlyOnWeekOfMonthSchedule(org.mifos.clientportfolio.loan.service.MonthlyOnWeekOfMonthSchedule) QuestionGroupDetail(org.mifos.platform.questionnaire.service.QuestionGroupDetail) LoanOfferingFeesEntity(org.mifos.accounts.productdefinition.business.LoanOfferingFeesEntity) UserContext(org.mifos.security.util.UserContext) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) FeeDto(org.mifos.dto.domain.FeeDto) MifosUser(org.mifos.security.MifosUser) UserContextFactory(org.mifos.accounts.servicefacade.UserContextFactory) CreateLoanRequest(org.mifos.dto.domain.CreateLoanRequest) BigDecimal(java.math.BigDecimal) WeekDay(org.mifos.application.meeting.util.helpers.WeekDay) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) MonthlyOnDayOfMonthSchedule(org.mifos.clientportfolio.loan.service.MonthlyOnDayOfMonthSchedule) MeetingDetailsEntity(org.mifos.application.meeting.business.MeetingDetailsEntity) LoanOfferingBO(org.mifos.accounts.productdefinition.business.LoanOfferingBO) LoanAccountCashFlow(org.mifos.clientportfolio.newloan.applicationservice.LoanAccountCashFlow) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto)

Aggregations

LocalDate (org.joda.time.LocalDate)1094 Test (org.testng.annotations.Test)553 BigDecimal (java.math.BigDecimal)401 DateTime (org.joda.time.DateTime)231 ArrayList (java.util.ArrayList)217 Test (org.junit.Test)187 Invoice (org.killbill.billing.invoice.api.Invoice)165 UUID (java.util.UUID)148 Account (org.killbill.billing.account.api.Account)139 InvoiceItem (org.killbill.billing.invoice.api.InvoiceItem)118 DefaultEntitlement (org.killbill.billing.entitlement.api.DefaultEntitlement)104 FixedPriceInvoiceItem (org.killbill.billing.invoice.model.FixedPriceInvoiceItem)101 RecurringInvoiceItem (org.killbill.billing.invoice.model.RecurringInvoiceItem)95 ExpectedInvoiceItemCheck (org.killbill.billing.beatrix.util.InvoiceChecker.ExpectedInvoiceItemCheck)85 DefaultInvoice (org.killbill.billing.invoice.model.DefaultInvoice)82 RepairAdjInvoiceItem (org.killbill.billing.invoice.model.RepairAdjInvoiceItem)71 ItemAdjInvoiceItem (org.killbill.billing.invoice.model.ItemAdjInvoiceItem)69 PlanPhaseSpecifier (org.killbill.billing.catalog.api.PlanPhaseSpecifier)63 Date (java.util.Date)57 MockPlan (org.killbill.billing.catalog.MockPlan)52