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Example 1 with AccountFeesEntity

use of org.mifos.accounts.business.AccountFeesEntity 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 2 with AccountFeesEntity

use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.

the class LoanAccountServiceFacadeWebTier method applyLoanRepayment.

@Override
public void applyLoanRepayment(String globalAccountNumber, LocalDate paymentDate, BigDecimal repaymentAmount, String receiptId, LocalDate receiptDate, Short modeOfPayment) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    try {
        this.transactionHelper.startTransaction();
        LoanBO loan = loanDao.findByGlobalAccountNum(globalAccountNumber);
        PersonnelBO personnel = personnelDao.findPersonnelById((short) user.getUserId());
        Money outstandingOverpayment = loan.applyNewPaymentMechanism(paymentDate, repaymentAmount, personnel, receiptId, receiptDate, modeOfPayment);
        // 3. pay off principal of next installment and recalculate interest if 'over paid'
        if (outstandingOverpayment.isGreaterThanZero()) {
            Money totalPrincipalDueNow = loan.getTotalPrincipalDue().subtract(outstandingOverpayment);
            // assemble into domain entities
            LoanOfferingBO loanProduct = this.loanProductDao.findById(loan.getLoanOffering().getPrdOfferingId().intValue());
            CustomerBO customer = this.customerDao.findCustomerById(loan.getCustomer().getCustomerId());
            List<AccountFeesEntity> accountFeeEntities = new ArrayList<AccountFeesEntity>();
            Integer unpaidInstallments = loan.getDetailsOfUnpaidInstallmentsOn(paymentDate).size();
            Integer gracePeriodDiff = loan.getNoOfInstallments().intValue() - loan.getGracePeriodDuration().intValue();
            Integer gracePeriodsRemaining = Math.max(0, unpaidInstallments - gracePeriodDiff);
            LocalDate disbursementDate = new LocalDate(loan.getDetailsOfUpcomigInstallment().getActionDate());
            LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(totalPrincipalDueNow, disbursementDate, loan.getInterestRate(), unpaidInstallments, gracePeriodsRemaining, accountFeeEntities, new ArrayList<AccountPenaltiesEntity>());
            Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
            boolean loanScheduleIndependentOfCustomerMeetingEnabled = false;
            MeetingBO loanMeeting = customer.getCustomerMeetingValue();
            if (loanScheduleIndependentOfCustomerMeetingEnabled) {
                RecurringSchedule createLoanSchedule = new MonthlyOnDayOfMonthSchedule(Integer.valueOf(1), Integer.valueOf(5));
                loanMeeting = this.createNewMeetingForRepaymentDay(disbursementDate, createLoanSchedule, customer);
                if (loanProduct.isVariableInstallmentsAllowed()) {
                    loanMeeting.setMeetingStartDate(disbursementDate.toDateMidnight().toDate());
                }
            }
            LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
            Short userBranchOfficeId = userContext.getBranchId();
            LoanSchedule loanSchedule = this.loanScheduleService.generate(loanProduct, customer, loanMeeting, overridenDetail, configuration, userBranchOfficeId, accountFeeEntities, disbursementDate);
            loan.rescheduleRemainingUnpaidInstallments(loanSchedule, paymentDate);
            loan.recordOverpayment(outstandingOverpayment, paymentDate, personnel, receiptId, receiptDate, modeOfPayment);
        }
        this.loanDao.save(loan);
        this.transactionHelper.commitTransaction();
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (AccountException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getKey(), e);
    } finally {
        this.transactionHelper.closeSession();
    }
}
Also used : AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) CreateLoanSchedule(org.mifos.clientportfolio.loan.service.CreateLoanSchedule) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) UserContext(org.mifos.security.util.UserContext) MeetingBO(org.mifos.application.meeting.business.MeetingBO) LoanBO(org.mifos.accounts.loan.business.LoanBO) ArrayList(java.util.ArrayList) MifosUser(org.mifos.security.MifosUser) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) LocalDate(org.joda.time.LocalDate) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) BusinessRuleException(org.mifos.service.BusinessRuleException) MonthlyOnDayOfMonthSchedule(org.mifos.clientportfolio.loan.service.MonthlyOnDayOfMonthSchedule) AccountException(org.mifos.accounts.exceptions.AccountException) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanOfferingBO(org.mifos.accounts.productdefinition.business.LoanOfferingBO) CustomerBO(org.mifos.customers.business.CustomerBO) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity)

Example 3 with AccountFeesEntity

use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.

the class LoanAccountServiceFacadeWebTier method retrieveLoanInformation.

@Override
public LoanInformationDto retrieveLoanInformation(String globalAccountNum) {
    MifosUser mifosUser = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(mifosUser);
    LoanBO loan = this.loanDao.findByGlobalAccountNum(globalAccountNum);
    if (loan.isDecliningBalanceInterestRecalculation()) {
        loanBusinessService.computeExtraInterest(loan, DateUtils.getCurrentDateWithoutTimeStamp());
    }
    try {
        personnelDao.checkAccessPermission(userContext, loan.getOfficeId(), loan.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    String fundName = null;
    if (loan.getFund() != null) {
        fundName = loan.getFund().getFundName();
    }
    //        boolean activeSurveys = surveysPersistence.isActiveSurveysForSurveyType(SurveyType.LOAN);
    boolean activeSurveys = false;
    List<SurveyDto> accountSurveys = loanDao.getAccountSurveyDto(loan.getAccountId());
    LoanSummaryDto loanSummary = new LoanSummaryDto(loan.getLoanSummary().getOriginalPrincipal().toString(), loan.getLoanSummary().getPrincipalPaid().toString(), loan.getLoanSummary().getPrincipalDue().toString(), loan.getLoanSummary().getOriginalInterest().toString(), loan.getLoanSummary().getInterestPaid().toString(), loan.getLoanSummary().getInterestDue().toString(), loan.getLoanSummary().getOriginalFees().toString(), loan.getLoanSummary().getFeesPaid().toString(), loan.getLoanSummary().getFeesDue().toString(), loan.getLoanSummary().getOriginalPenalty().toString(), loan.getLoanSummary().getPenaltyPaid().toString(), loan.getLoanSummary().getPenaltyDue().toString(), loan.getLoanSummary().getTotalLoanAmnt().toString(), loan.getLoanSummary().getTotalAmntPaid().toString(), loan.getLoanSummary().getTotalAmntDue().toString());
    LoanPerformanceHistoryEntity performanceHistory = loan.getPerformanceHistory();
    LoanPerformanceHistoryDto loanPerformanceHistory = new LoanPerformanceHistoryDto(performanceHistory.getNoOfPayments(), performanceHistory.getTotalNoOfMissedPayments(), performanceHistory.getDaysInArrears(), performanceHistory.getLoanMaturityDate());
    Set<AccountFeesDto> accountFeesDtos = new HashSet<AccountFeesDto>();
    if (!loan.getAccountFees().isEmpty()) {
        for (AccountFeesEntity accountFeesEntity : loan.getAccountFees()) {
            AccountFeesDto accountFeesDto = new AccountFeesDto(accountFeesEntity.getFees().getFeeFrequency().getFeeFrequencyType().getId(), (accountFeesEntity.getFees().getFeeFrequency().getFeePayment() != null ? accountFeesEntity.getFees().getFeeFrequency().getFeePayment().getId() : null), accountFeesEntity.getFeeStatus(), accountFeesEntity.getFees().getFeeName(), accountFeesEntity.getAccountFeeAmount().toString(), getMeetingRecurrence(accountFeesEntity.getFees().getFeeFrequency().getFeeMeetingFrequency(), userContext), accountFeesEntity.getFees().getFeeId());
            accountFeesDtos.add(accountFeesDto);
        }
    }
    Set<AccountPenaltiesDto> accountPenaltiesDtos = new HashSet<AccountPenaltiesDto>();
    if (!loan.getAccountPenalties().isEmpty()) {
        for (AccountPenaltiesEntity accountPenaltiesEntity : loan.getAccountPenalties()) {
            accountPenaltiesDtos.add(new AccountPenaltiesDto(accountPenaltiesEntity.getPenalty().getPenaltyFrequency().getId(), accountPenaltiesEntity.getPenaltyStatus(), accountPenaltiesEntity.getPenalty().getPenaltyName(), accountPenaltiesEntity.getAccountPenaltyAmount().toString(), accountPenaltiesEntity.getPenalty().getPenaltyFrequency().getName(), accountPenaltiesEntity.getPenalty().getPenaltyId()));
        }
    }
    Set<String> accountFlagNames = getAccountStateFlagEntityNames(loan.getAccountFlags());
    Short accountStateId = loan.getAccountState().getId();
    String accountStateName = getAccountStateName(accountStateId);
    boolean disbursed = AccountState.isDisbursed(accountStateId);
    String gracePeriodTypeName = getGracePeriodTypeName(loan.getGracePeriodType().getId());
    Short interestType = loan.getInterestType().getId();
    String interestTypeName = getInterestTypeName(interestType);
    List<CustomerNoteDto> recentNoteDtos = new ArrayList<CustomerNoteDto>();
    List<AccountNotesEntity> recentNotes = loan.getRecentAccountNotes();
    for (AccountNotesEntity accountNotesEntity : recentNotes) {
        recentNoteDtos.add(new CustomerNoteDto(accountNotesEntity.getCommentDate(), accountNotesEntity.getComment(), accountNotesEntity.getPersonnelName()));
    }
    CustomValueDto customValueDto = legacyMasterDao.getLookUpEntity(MasterConstants.COLLATERAL_TYPES);
    List<CustomValueListElementDto> collateralTypes = customValueDto.getCustomValueListElements();
    String collateralTypeName = null;
    for (CustomValueListElementDto collateralType : collateralTypes) {
        if (collateralType.getId() == loan.getCollateralTypeId()) {
            collateralTypeName = collateralType.getName();
            break;
        }
    }
    return new LoanInformationDto(loan.getLoanOffering().getPrdOfferingName(), globalAccountNum, accountStateId, accountStateName, disbursed, accountFlagNames, loan.getDisbursementDate(), loan.isRedone(), loan.getBusinessActivityId(), loan.getAccountId(), gracePeriodTypeName, interestType, interestTypeName, loan.getCustomer().getCustomerId(), loan.getAccountType().getAccountTypeId(), loan.getOffice().getOfficeId(), loan.getPersonnel().getPersonnelId(), loan.getNextMeetingDate(), loan.getTotalAmountDue().toString(), loan.getTotalAmountInArrears().toString(), loanSummary, loan.getLoanActivityDetails().isEmpty() ? false : true, loan.getInterestRate(), loan.isInterestDeductedAtDisbursement(), loan.getLoanMeeting().getMeetingDetails().getRecurAfter(), loan.getLoanMeeting().getMeetingDetails().getRecurrenceType().getRecurrenceId(), loan.getLoanOffering().isPrinDueLastInst(), loan.getNoOfInstallments(), loan.getMaxMinNoOfInstall().getMinNoOfInstall(), loan.getMaxMinNoOfInstall().getMaxNoOfInstall(), loan.getGracePeriodDuration(), fundName, loan.getCollateralTypeId(), collateralTypeName, loan.getCollateralNote(), loan.getExternalId(), accountFeesDtos, loan.getCreatedDate(), loanPerformanceHistory, loan.getCustomer().isGroup(), getRecentActivityView(globalAccountNum), activeSurveys, accountSurveys, loan.getCustomer().getDisplayName(), loan.getCustomer().getGlobalCustNum(), loan.getOffice().getOfficeName(), recentNoteDtos, accountPenaltiesDtos, AccountingRules.isGroupLoanWithMembers());
}
Also used : AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) SurveyDto(org.mifos.dto.domain.SurveyDto) CustomValueListElementDto(org.mifos.application.master.business.CustomValueListElementDto) ArrayList(java.util.ArrayList) AccountNotesEntity(org.mifos.accounts.business.AccountNotesEntity) AccountFeesDto(org.mifos.dto.screen.AccountFeesDto) CustomerNoteDto(org.mifos.dto.domain.CustomerNoteDto) LoanPerformanceHistoryDto(org.mifos.dto.screen.LoanPerformanceHistoryDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) LoanPerformanceHistoryEntity(org.mifos.accounts.loan.business.LoanPerformanceHistoryEntity) HashSet(java.util.HashSet) UserContext(org.mifos.security.util.UserContext) LoanBO(org.mifos.accounts.loan.business.LoanBO) MifosUser(org.mifos.security.MifosUser) UserContextFactory(org.mifos.accounts.servicefacade.UserContextFactory) AccountPenaltiesDto(org.mifos.dto.screen.AccountPenaltiesDto) AccountException(org.mifos.accounts.exceptions.AccountException) LoanSummaryDto(org.mifos.dto.screen.LoanSummaryDto) LoanInformationDto(org.mifos.dto.screen.LoanInformationDto) CustomValueDto(org.mifos.application.master.business.CustomValueDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 4 with AccountFeesEntity

use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.

the class LoanAccountServiceFacadeWebTier method assembleAccountFees.

private List<AccountFeesEntity> assembleAccountFees(List<CreateAccountFeeDto> defaultAccountFees) {
    List<AccountFeesEntity> accountFeeEntities = new ArrayList<AccountFeesEntity>();
    for (CreateAccountFeeDto defaultFee : defaultAccountFees) {
        FeeBO fee = this.feeDao.findById(defaultFee.getFeeId().shortValue());
        AccountFeesEntity deafultAccountFeeEntity = new AccountFeesEntity(null, fee, Double.valueOf(defaultFee.getAmount()));
        accountFeeEntities.add(deafultAccountFeeEntity);
    }
    return accountFeeEntities;
}
Also used : ArrayList(java.util.ArrayList) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity)

Example 5 with AccountFeesEntity

use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.

the class GroupLoanAccountServiceFacadeWebTier method retrieveLoanInformation.

@Override
public LoanInformationDto retrieveLoanInformation(String globalAccountNum) {
    MifosUser mifosUser = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(mifosUser);
    LoanBO loan = this.loanDao.findByGlobalAccountNum(globalAccountNum);
    try {
        personnelDao.checkAccessPermission(userContext, loan.getOfficeId(), loan.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    String fundName = null;
    if (loan.getFund() != null) {
        fundName = loan.getFund().getFundName();
    }
    boolean activeSurveys = false;
    List<SurveyDto> accountSurveys = loanDao.getAccountSurveyDto(loan.getAccountId());
    LoanSummaryDto loanSummary = generateGroupLoanSummaryDto(new ArrayList<LoanBO>(loan.getMemberAccounts()));
    LoanPerformanceHistoryEntity performanceHistory = loan.getPerformanceHistory();
    LoanPerformanceHistoryDto loanPerformanceHistory = new LoanPerformanceHistoryDto(performanceHistory.getNoOfPayments(), performanceHistory.getTotalNoOfMissedPayments(), performanceHistory.getDaysInArrears(), performanceHistory.getLoanMaturityDate());
    Set<AccountFeesDto> accountFeesDtos = new HashSet<AccountFeesDto>();
    if (!loan.getAccountFees().isEmpty()) {
        for (AccountFeesEntity accountFeesEntity : loan.getAccountFees()) {
            AccountFeesDto accountFeesDto = new AccountFeesDto(accountFeesEntity.getFees().getFeeFrequency().getFeeFrequencyType().getId(), (accountFeesEntity.getFees().getFeeFrequency().getFeePayment() != null ? accountFeesEntity.getFees().getFeeFrequency().getFeePayment().getId() : null), accountFeesEntity.getFeeStatus(), accountFeesEntity.getFees().getFeeName(), accountFeesEntity.getAccountFeeAmount().toString(), getMeetingRecurrence(accountFeesEntity.getFees().getFeeFrequency().getFeeMeetingFrequency(), userContext), accountFeesEntity.getFees().getFeeId());
            accountFeesDtos.add(accountFeesDto);
        }
    }
    Set<AccountPenaltiesDto> accountPenaltiesDtos = new HashSet<AccountPenaltiesDto>();
    if (!loan.getAccountPenalties().isEmpty()) {
        for (AccountPenaltiesEntity accountPenaltiesEntity : loan.getAccountPenalties()) {
            accountPenaltiesDtos.add(new AccountPenaltiesDto(accountPenaltiesEntity.getPenalty().getPenaltyFrequency().getId(), accountPenaltiesEntity.getPenaltyStatus(), accountPenaltiesEntity.getPenalty().getPenaltyName(), accountPenaltiesEntity.getAccountPenaltyAmount().toString(), accountPenaltiesEntity.getPenalty().getPenaltyFrequency().getName(), accountPenaltiesEntity.getPenalty().getPenaltyId()));
        }
    }
    Set<String> accountFlagNames = getAccountStateFlagEntityNames(loan.getAccountFlags());
    Short accountStateId = loan.getAccountState().getId();
    String accountStateName = getAccountStateName(accountStateId);
    boolean disbursed = AccountState.isDisbursed(accountStateId);
    String gracePeriodTypeName = getGracePeriodTypeName(loan.getGracePeriodType().getId());
    Short interestType = loan.getInterestType().getId();
    String interestTypeName = getInterestTypeName(interestType);
    List<CustomerNoteDto> recentNoteDtos = new ArrayList<CustomerNoteDto>();
    List<AccountNotesEntity> recentNotes = loan.getRecentAccountNotes();
    for (AccountNotesEntity accountNotesEntity : recentNotes) {
        recentNoteDtos.add(new CustomerNoteDto(accountNotesEntity.getCommentDate(), accountNotesEntity.getComment(), accountNotesEntity.getPersonnelName()));
    }
    CustomValueDto customValueDto = legacyMasterDao.getLookUpEntity(MasterConstants.COLLATERAL_TYPES);
    List<CustomValueListElementDto> collateralTypes = customValueDto.getCustomValueListElements();
    String collateralTypeName = null;
    for (CustomValueListElementDto collateralType : collateralTypes) {
        if (collateralType.getId() == loan.getCollateralTypeId()) {
            collateralTypeName = collateralType.getName();
            break;
        }
    }
    Boolean groupLoanWithMembers = AccountingRules.isGroupLoanWithMembers();
    return new LoanInformationDto(loan.getLoanOffering().getPrdOfferingName(), globalAccountNum, accountStateId, accountStateName, disbursed, accountFlagNames, loan.getDisbursementDate(), loan.isRedone(), loan.getBusinessActivityId(), loan.getAccountId(), gracePeriodTypeName, interestType, interestTypeName, loan.getCustomer().getCustomerId(), loan.getAccountType().getAccountTypeId(), loan.getOffice().getOfficeId(), loan.getPersonnel().getPersonnelId(), loan.getNextMeetingDate(), loan.getTotalAmountDue().toString(), loan.getTotalAmountInArrears().toString(), loanSummary, loan.getLoanActivityDetails().isEmpty() ? false : true, loan.getInterestRate(), loan.isInterestDeductedAtDisbursement(), loan.getLoanOffering().getLoanOfferingMeeting().getMeeting().getMeetingDetails().getRecurAfter(), loan.getLoanOffering().getLoanOfferingMeeting().getMeeting().getMeetingDetails().getRecurrenceType().getRecurrenceId(), loan.getLoanOffering().isPrinDueLastInst(), loan.getNoOfInstallments(), loan.getMaxMinNoOfInstall().getMinNoOfInstall(), loan.getMaxMinNoOfInstall().getMaxNoOfInstall(), loan.getGracePeriodDuration(), fundName, loan.getCollateralTypeId(), collateralTypeName, loan.getCollateralNote(), loan.getExternalId(), accountFeesDtos, loan.getCreatedDate(), loanPerformanceHistory, loan.getCustomer().isGroup(), getRecentActivityView(globalAccountNum), activeSurveys, accountSurveys, loan.getCustomer().getDisplayName(), loan.getCustomer().getGlobalCustNum(), loan.getOffice().getOfficeName(), recentNoteDtos, accountPenaltiesDtos, groupLoanWithMembers);
}
Also used : AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) SurveyDto(org.mifos.dto.domain.SurveyDto) CustomValueListElementDto(org.mifos.application.master.business.CustomValueListElementDto) ArrayList(java.util.ArrayList) AccountNotesEntity(org.mifos.accounts.business.AccountNotesEntity) AccountFeesDto(org.mifos.dto.screen.AccountFeesDto) CustomerNoteDto(org.mifos.dto.domain.CustomerNoteDto) LoanPerformanceHistoryDto(org.mifos.dto.screen.LoanPerformanceHistoryDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) LoanPerformanceHistoryEntity(org.mifos.accounts.loan.business.LoanPerformanceHistoryEntity) HashSet(java.util.HashSet) UserContext(org.mifos.security.util.UserContext) LoanBO(org.mifos.accounts.loan.business.LoanBO) MifosUser(org.mifos.security.MifosUser) UserContextFactory(org.mifos.accounts.servicefacade.UserContextFactory) AccountPenaltiesDto(org.mifos.dto.screen.AccountPenaltiesDto) AccountException(org.mifos.accounts.exceptions.AccountException) LoanSummaryDto(org.mifos.dto.screen.LoanSummaryDto) LoanInformationDto(org.mifos.dto.screen.LoanInformationDto) CustomValueDto(org.mifos.application.master.business.CustomValueDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Aggregations

AccountFeesEntity (org.mifos.accounts.business.AccountFeesEntity)118 ArrayList (java.util.ArrayList)78 Test (org.junit.Test)65 CenterBuilder (org.mifos.domain.builders.CenterBuilder)46 DateTime (org.joda.time.DateTime)42 MeetingBO (org.mifos.application.meeting.business.MeetingBO)42 CenterBO (org.mifos.customers.center.business.CenterBO)39 MeetingBuilder (org.mifos.domain.builders.MeetingBuilder)38 FeeBO (org.mifos.accounts.fees.business.FeeBO)25 Money (org.mifos.framework.util.helpers.Money)25 AmountFeeBO (org.mifos.accounts.fees.business.AmountFeeBO)24 UserContext (org.mifos.security.util.UserContext)22 LocalDate (org.joda.time.LocalDate)21 AccountActionDateEntity (org.mifos.accounts.business.AccountActionDateEntity)21 CustomerAccountBO (org.mifos.customers.business.CustomerAccountBO)18 FeeInstallment (org.mifos.accounts.util.helpers.FeeInstallment)17 OfficeBO (org.mifos.customers.office.business.OfficeBO)17 PersonnelBO (org.mifos.customers.personnel.business.PersonnelBO)17 MifosUser (org.mifos.security.MifosUser)16 AccountException (org.mifos.accounts.exceptions.AccountException)14