Examples with InterestScheduledEvent org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent used on opensource projects

Example 11 with InterestScheduledEvent

use of org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent in project head by mifos.

the class SavingsServiceFacadeWebTier method closeSavingsAccount.

@Override
public void closeSavingsAccount(Long savingsId, String notes, SavingsWithdrawalDto closeAccountDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    savingsAccount.updateDetails(userContext);
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    LocalDate closureDate = closeAccountDto.getDateOfWithdrawal();
    // Assumption that all previous interest postings occurred correctly
    InterestScheduledEvent postingSchedule = savingsInterestScheduledEventFactory.createScheduledEventFrom(savingsAccount.getInterestPostingMeeting());
    LocalDate nextPostingDate = new LocalDate(savingsAccount.getNextIntPostDate());
    LocalDate startOfPostingPeriod = postingSchedule.findFirstDateOfPeriodForMatchingDate(nextPostingDate);
    CalendarPeriod postingPeriodAtClosure;
    if (startOfPostingPeriod.isAfter(closureDate)) {
        postingPeriodAtClosure = new CalendarPeriod(closureDate, closureDate);
    } else {
        postingPeriodAtClosure = new CalendarPeriod(startOfPostingPeriod, closureDate);
    }
    List<EndOfDayDetail> allEndOfDayDetailsForAccount = savingsDao.retrieveAllEndOfDayDetailsFor(savingsAccount.getCurrency(), Long.valueOf(savingsId));
    InterestPostingPeriodResult postingPeriodAtClosureResult = determinePostingPeriodResult(postingPeriodAtClosure, savingsAccount, allEndOfDayDetailsForAccount);
    savingsAccount.postInterest(postingSchedule, postingPeriodAtClosureResult, createdBy);
    AccountNotesEntity notesEntity = new AccountNotesEntity(new DateTimeService().getCurrentJavaSqlDate(), notes, createdBy, savingsAccount);
    try {
        CustomerBO customer = savingsAccount.getCustomer();
        if (closeAccountDto.getCustomerId() != null) {
            List<CustomerBO> clientList = new CustomerPersistence().getActiveAndOnHoldChildren(savingsAccount.getCustomer().getSearchId(), savingsAccount.getCustomer().getOfficeId(), CustomerLevel.CLIENT);
            for (CustomerBO client : clientList) {
                if (closeAccountDto.getCustomerId().intValue() == client.getCustomerId().intValue()) {
                    customer = client;
                    break;
                }
            }
        }
        Money amount = new Money(savingsAccount.getCurrency(), closeAccountDto.getAmount().toString());
        PaymentTypeEntity paymentType = new PaymentTypeEntity(closeAccountDto.getModeOfPayment().shortValue());
        Date receiptDate = null;
        if (closeAccountDto.getDateOfReceipt() != null) {
            receiptDate = closeAccountDto.getDateOfReceipt().toDateMidnight().toDate();
        }
        AccountPaymentEntity closeAccount = new AccountPaymentEntity(savingsAccount, amount, closeAccountDto.getReceiptId(), receiptDate, paymentType, closeAccountDto.getDateOfWithdrawal().toDateMidnight().toDate());
        this.transactionHelper.startTransaction();
        this.transactionHelper.beginAuditLoggingFor(savingsAccount);
        savingsAccount.closeAccount(closeAccount, notesEntity, customer, createdBy);
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.commitTransaction();
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (PersistenceException e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}

Example 12 with InterestScheduledEvent

use of org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent in project head by mifos.

the class SavingsBO method determineAccountActivationDetails.

public static SavingsAccountActivationDetail determineAccountActivationDetails(CustomerBO customer, SavingsOfferingBO savingsProduct, Money recommendedOrMandatoryAmount, AccountState savingsAccountState, CalendarEvent calendarEvents, LocalDate activationDate) {
    List<AccountActionDateEntity> scheduledPayments = new ArrayList<AccountActionDateEntity>();
    LocalDate nextInterestPostingDate = new LocalDate();
    if (savingsAccountState.isActiveSavingsAccountState()) {
        ScheduledEvent scheduledEvent = ScheduledEventFactory.createScheduledEventFrom(customer.getCustomerMeetingValue());
        ScheduledDateGeneration dateGeneration = new HolidayAndWorkingDaysAndMoratoriaScheduledDateGeneration(calendarEvents.getWorkingDays(), calendarEvents.getHolidays());
        List<DateTime> depositDates = dateGeneration.generateScheduledDates(10, activationDate.toDateTimeAtStartOfDay(), scheduledEvent, false);
        short installmentNumber = 1;
        for (DateTime date : depositDates) {
            java.sql.Date depositDueDate = new java.sql.Date(date.toDate().getTime());
            AccountActionDateEntity scheduledSavingsDeposit = new SavingsScheduleEntity(customer, installmentNumber, depositDueDate, PaymentStatus.UNPAID, recommendedOrMandatoryAmount, savingsProduct.getCurrency());
            scheduledPayments.add(scheduledSavingsDeposit);
        }
        InterestScheduledEvent interestPostingEvent = new SavingsInterestScheduledEventFactory().createScheduledEventFrom(savingsProduct.getFreqOfPostIntcalc().getMeeting());
        nextInterestPostingDate = interestPostingEvent.nextMatchingDateAfter(new LocalDate(startOfFiscalYear()), activationDate);
    }
    return new SavingsAccountActivationDetail(activationDate, nextInterestPostingDate, scheduledPayments);
}

Example 13 with InterestScheduledEvent

use of org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent in project head by mifos.

the class SavingsBO method isTrxnDateValid.

@Override
public boolean isTrxnDateValid(Date trxnDate, Date lastMeetingDate, boolean repaymentIndependentOfMeetingEnabled) {
    LocalDate transactionLocalDate = new LocalDate(trxnDate);
    LocalDate today = new LocalDate();
    if (AccountingRules.isBackDatedTxnAllowed()) {
        if (repaymentIndependentOfMeetingEnabled) {
            Date activationDate = this.getActivationDate();
            return trxnDate.compareTo(DateUtils.getDateWithoutTimeStamp(activationDate)) >= 0;
        }
        InterestScheduledEvent postingEvent = new SavingsInterestScheduledEventFactory().createScheduledEventFrom(this.getInterestPostingMeeting());
        LocalDate nextPostingDate = new LocalDate(this.nextIntPostDate);
        LocalDate currentPostingPeriodStartDate = postingEvent.findFirstDateOfPeriodForMatchingDate(nextPostingDate);
        if (getInterestPostingMeeting().isDaily()) {
            if (lastIntPostDate == null) {
                currentPostingPeriodStartDate = new LocalDate(activationDate);
            } else {
                currentPostingPeriodStartDate = new LocalDate(lastIntPostDate).plusDays(1);
            }
        }
        // FIXME throw an exception with the correct reason instead of returning false
        if (transactionLocalDate.isBefore(currentPostingPeriodStartDate)) {
            return false;
        }
        LocalDate activationDate = new LocalDate(this.activationDate);
        if (lastMeetingDate != null) {
            LocalDate meetingDate = new LocalDate(lastMeetingDate);
            return (transactionLocalDate.isAfter(meetingDate) || transactionLocalDate.isEqual(meetingDate)) && (transactionLocalDate.isAfter(activationDate) || transactionLocalDate.isEqual(activationDate));
        }
        return (transactionLocalDate.isAfter(activationDate) || transactionLocalDate.isEqual(activationDate)) && (transactionLocalDate.isBefore(today) || transactionLocalDate.isEqual(today));
    }
    return transactionLocalDate.isEqual(today);
}

Example 14 with InterestScheduledEvent

use of org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent in project head by mifos.

the class SavingsPostInterestTest method whenPostingInterestASavingsAcitvityIsAddedWithCorrectDetails.

@Test
public void whenPostingInterestASavingsAcitvityIsAddedWithCorrectDetails() {
    // setup
    InterestScheduledEvent postingSchedule = new MonthlyOnLastDayOfMonthInterestScheduledEvent(1);
    DateTime activationDate = new DateTime().withDate(2010, 7, 20);
    DateTime nextInterestPostingDate = new DateTime().withDate(2010, 7, 31);
    savingsAccount = new SavingsAccountBuilder().active().withActivationDate(activationDate).withNextInterestPostingDateOf(nextInterestPostingDate).withSavingsProduct(savingsProduct).withCustomer(client).build();
    // pre verification
    assertThat(new LocalDate(savingsAccount.getNextIntPostDate()), is(nextInterestPostingDate.toLocalDate()));
    InterestCalculationPeriodResult calculationPeriod = new InterestCalculationPeriodResultBuilder().withCalculatedInterest("100").build();
    InterestPostingPeriodResult interestPostingPeriodResult = new InterestPostingPeriodResultBuilder().from(nextInterestPostingDate.toLocalDate()).to(nextInterestPostingDate.toLocalDate()).with(calculationPeriod).build();
    PersonnelBO createdBy = new PersonnelBuilder().build();
    // exercise
    savingsAccount.postInterest(postingSchedule, interestPostingPeriodResult, createdBy);
    // verification
    List<SavingsActivityEntity> savingsActivityityDetails = new ArrayList<SavingsActivityEntity>(savingsAccount.getSavingsActivityDetails());
    SavingsActivityEntity interestPostingActivity = savingsActivityityDetails.get(0);
    assertThat(interestPostingActivity.getAccount(), is((AccountBO) savingsAccount));
    assertThat(interestPostingActivity.getActivity().getId(), is(AccountActionTypes.SAVINGS_INTEREST_POSTING.getValue()));
    assertThat(interestPostingActivity.getAmount(), is(TestUtils.createMoney("100")));
    assertThat(datePartOf(interestPostingActivity.getTrxnCreatedDate()), is(nextInterestPostingDate.toLocalDate()));
}

Example 15 with InterestScheduledEvent

use of org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent in project head by mifos.

the class SavingsPostInterestTest method whenPostingInterestSavingsAccountBalanceIsUpdatedWithAmountToBePosted.

@Test
public void whenPostingInterestSavingsAccountBalanceIsUpdatedWithAmountToBePosted() {
    // setup
    InterestScheduledEvent postingSchedule = new MonthlyOnLastDayOfMonthInterestScheduledEvent(1);
    DateTime activationDate = new DateTime().withDate(2010, 7, 20);
    savingsAccount = new SavingsAccountBuilder().active().withActivationDate(activationDate).withSavingsProduct(savingsProduct).withCustomer(client).build();
    // pre verification
    assertThat(savingsAccount.getSavingsBalance(), is(TestUtils.createMoney("0")));
    InterestCalculationPeriodResult calculationPeriod = new InterestCalculationPeriodResultBuilder().withCalculatedInterest("100").build();
    InterestPostingPeriodResult interestPostingPeriodResult = new InterestPostingPeriodResultBuilder().with(calculationPeriod).build();
    PersonnelBO createdBy = new PersonnelBuilder().build();
    // exercise
    savingsAccount.postInterest(postingSchedule, interestPostingPeriodResult, createdBy);
    // verification
    assertThat(savingsAccount.getSavingsBalance(), is(TestUtils.createMoney("100")));
}