Examples with MeetingFactory org.mifos.application.meeting.business.MeetingFactory used on opensource projects

Example 1 with MeetingFactory

use of org.mifos.application.meeting.business.MeetingFactory 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();
    }
}

Example 2 with MeetingFactory

use of org.mifos.application.meeting.business.MeetingFactory in project head by mifos.

the class GroupServiceFacadeWebTier method createNewGroup.

@Override
public CustomerDetailsDto createNewGroup(GroupCreationDetail groupCreationDetail, MeetingDto meetingDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    GroupBO group;
    try {
        List<AccountFeesEntity> feesForCustomerAccount = convertFeeViewsToAccountFeeEntities(groupCreationDetail.getFeesToApply());
        PersonnelBO formedBy = this.personnelDao.findPersonnelById(groupCreationDetail.getLoanOfficerId());
        Short officeId;
        String groupName = groupCreationDetail.getDisplayName();
        CustomerStatus customerStatus = CustomerStatus.fromInt(groupCreationDetail.getCustomerStatus());
        String externalId = groupCreationDetail.getExternalId();
        boolean trained = groupCreationDetail.isTrained();
        DateTime trainedOn = groupCreationDetail.getTrainedOn();
        DateTime mfiJoiningDate = groupCreationDetail.getMfiJoiningDate();
        DateTime activationDate = groupCreationDetail.getActivationDate();
        AddressDto dto = groupCreationDetail.getAddressDto();
        Address address = null;
        if (dto != null) {
            address = new Address(dto.getLine1(), dto.getLine2(), dto.getLine3(), dto.getCity(), dto.getState(), dto.getCountry(), dto.getZip(), dto.getPhoneNumber());
        }
        MeetingBO groupMeeting = null;
        if (meetingDto != null) {
            groupMeeting = new MeetingFactory().create(meetingDto);
            groupMeeting.setUserContext(userContext);
        }
        if (ClientRules.getCenterHierarchyExists()) {
            CenterBO parentCustomer = this.customerDao.findCenterBySystemId(groupCreationDetail.getParentSystemId());
            //                loanOfficerId = parentCustomer.getPersonnel().getPersonnelId();
            officeId = parentCustomer.getOffice().getOfficeId();
            groupMeeting = parentCustomer.getCustomerMeetingValue();
            group = GroupBO.createGroupWithCenterAsParent(userContext, groupName, formedBy, parentCustomer, address, externalId, trained, trainedOn, customerStatus, mfiJoiningDate, activationDate);
        } else {
            // create group without center as parent
            Short loanOfficerId = groupCreationDetail.getLoanOfficerId() != null ? groupCreationDetail.getLoanOfficerId() : userContext.getId();
            officeId = groupCreationDetail.getOfficeId();
            OfficeBO office = this.officeDao.findOfficeById(groupCreationDetail.getOfficeId());
            PersonnelBO loanOfficer = this.personnelDao.findPersonnelById(loanOfficerId);
            int numberOfCustomersInOfficeAlready = customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
            group = GroupBO.createGroupAsTopOfCustomerHierarchy(userContext, groupName, formedBy, groupMeeting, loanOfficer, office, address, externalId, trained, trainedOn, customerStatus, numberOfCustomersInOfficeAlready, mfiJoiningDate, activationDate);
        }
        try {
            personnelDao.checkAccessPermission(userContext, group.getOfficeId(), group.getLoanOfficerId());
        } catch (AccountException e) {
            throw new MifosRuntimeException("Access denied!", e);
        }
        this.customerService.createGroup(group, groupMeeting, feesForCustomerAccount);
        return new CustomerDetailsDto(group.getCustomerId(), group.getGlobalCustNum());
    } catch (CustomerException e) {
        throw new BusinessRuleException(e.getKey(), e);
    }
}

Example 3 with MeetingFactory

use of org.mifos.application.meeting.business.MeetingFactory in project head by mifos.

the class ImportClientsServiceFacadeWebTier method save.

@Override
public ParsedClientsDto save(ParsedClientsDto parsedClientsDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    DateTimeService dateTimeService = new DateTimeService();
    /* Construct ClientBO objects */
    List<NewClientDto> newClients = new ArrayList<NewClientDto>();
    for (ImportedClientDetail importedClient : parsedClientsDto.getSuccessfullyParsedRows()) {
        String secondMiddleName = null;
        ClientCreationDetail clientCreationDetail = importedClient.getClientCreationDetail();
        PersonnelBO formedBy = null;
        /* Client name details */
        ClientNameDetailDto clientNameDetails = clientCreationDetail.getClientNameDetailDto();
        ClientNameDetailEntity clientNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, clientNameDetails);
        ClientDetailEntity clientDetailEntity = new ClientDetailEntity();
        clientDetailEntity.updateClientDetails(clientCreationDetail.getClientPersonalDetailDto());
        String clientFirstName = clientNameDetails.getFirstName();
        String clientLastName = clientNameDetails.getLastName();
        String secondLastName = clientNameDetails.getSecondLastName();
        /* Spouse/father name details */
        ClientNameDetailEntity spouseFatherNameDetailEntity = null;
        if (clientCreationDetail.getSpouseFatherName() != null) {
            spouseFatherNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, clientCreationDetail.getSpouseFatherName());
        }
        /* Data conversion */
        DateTime dateOfBirth = new DateTime(clientCreationDetail.getDateOfBirth());
        DateTime mfiJoiningDate = new DateTime(clientCreationDetail.getMfiJoiningDate());
        DateTime trainedDateTime = null;
        if (clientCreationDetail.getTrainedDate() != null) {
            trainedDateTime = new DateTime(clientCreationDetail.getTrainedDate());
        }
        /* Status */
        CustomerStatus clientStatus = CustomerStatus.fromInt(clientCreationDetail.getClientStatus());
        CustomerStatus finalStatus = clientStatus;
        if (clientStatus == CustomerStatus.CLIENT_ACTIVE && clientCreationDetail.getActivationDate() == null) {
            clientStatus = CustomerStatus.CLIENT_PENDING;
        }
        /* Address */
        Address address = null;
        if (clientCreationDetail.getAddress() != null) {
            AddressDto dto = clientCreationDetail.getAddress();
            address = new Address(dto.getLine1(), dto.getLine2(), dto.getLine3(), dto.getCity(), dto.getState(), dto.getCountry(), dto.getZip(), dto.getPhoneNumber());
        }
        // empty list
        List<ClientInitialSavingsOfferingEntity> associatedOfferings = new ArrayList<ClientInitialSavingsOfferingEntity>();
        // client object
        ClientBO client;
        if (clientCreationDetail.getGroupFlag() == 1) {
            CustomerBO group = customerDao.findCustomerBySystemId(clientCreationDetail.getParentGroupId());
            if (clientCreationDetail.getFormedBy() != null) {
                formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
            } else {
                formedBy = group.getPersonnel();
            }
            client = ClientBO.createNewInGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, mfiJoiningDate, group, formedBy, clientNameDetailEntity, dateOfBirth, clientCreationDetail.getGovernmentId(), clientCreationDetail.isTrained(), trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, associatedOfferings, clientCreationDetail.getExternalId(), address, clientCreationDetail.getActivationDate());
        } else {
            Short officeId = clientCreationDetail.getOfficeId();
            Short officerId = clientCreationDetail.getLoanOfficerId();
            PersonnelBO loanOfficer = personnelDao.findPersonnelById(officerId);
            OfficeBO office = this.officeDao.findOfficeById(officeId);
            if (clientCreationDetail.getFormedBy() != null) {
                formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
            } else {
                formedBy = loanOfficer;
            }
            int lastSearchIdCustomerValue = customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
            /* meeting */
            final MeetingDto meetingDto = importedClient.getMeeting();
            MeetingBO clientMeeting = null;
            if (meetingDto != null) {
                clientMeeting = new MeetingFactory().create(meetingDto);
                clientMeeting.setUserContext(userContext);
            }
            client = ClientBO.createNewOutOfGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, mfiJoiningDate, office, loanOfficer, clientMeeting, formedBy, clientNameDetailEntity, dateOfBirth, clientCreationDetail.getGovernmentId(), clientCreationDetail.isTrained(), trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, associatedOfferings, clientCreationDetail.getExternalId(), address, lastSearchIdCustomerValue);
            if (clientCreationDetail.getActivationDate() != null) {
                client.setCustomerActivationDate(clientCreationDetail.getActivationDate().toDateMidnight().toDate());
            }
        }
        // global id
        if (importedClient.getClientGlobalNum() != null) {
            client.setGlobalCustNum(importedClient.getClientGlobalNum());
        }
        NewClientDto newClient = new NewClientDto(client, finalStatus);
        newClients.add(newClient);
    }
    /* Validate client data */
    for (NewClientDto newClient : newClients) {
        ClientBO client = newClient.getClientBO();
        try {
            client.validate();
            customerDao.validateClientForDuplicateNameOrGovtId(client.getDisplayName(), client.getDateOfBirth(), client.getGovernmentId());
        } catch (CustomerException ex) {
            throw new MifosRuntimeException(ex);
        }
    }
    /* Save clients */
    // empty list
    List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>();
    try {
        hibernateTransactionHelper.startTransaction();
        for (NewClientDto newClient : newClients) {
            ClientBO client = newClient.getClientBO();
            CustomerStatus finalStatus = newClient.getCustomerStatus();
            // status to pending approval if active
            MeetingBO meeting = client.getCustomerMeetingValue();
            customerDao.save(client);
            hibernateTransactionHelper.flushSession();
            CalendarEvent applicableCalendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(client.getOfficeId());
            CustomerAccountBO customerAccount = customerAccountFactory.create(client, accountFees, meeting, applicableCalendarEvents);
            client.addAccount(customerAccount);
            customerDao.save(client);
            hibernateTransactionHelper.flushSession();
            if (client.getParentCustomer() != null) {
                customerDao.save(client.getParentCustomer());
            }
            if (client.getGlobalCustNum() == null) {
                client.generateGlobalCustomerNumber();
            }
            client.generateSearchId();
            customerDao.save(client);
            hibernateTransactionHelper.flushSession();
            if (client.getParentCustomer() != null) {
                customerDao.save(client.getParentCustomer());
            }
            /* activate client */
            if (finalStatus == CustomerStatus.CLIENT_ACTIVE) {
                hibernateTransactionHelper.flushSession();
                hibernateTransactionHelper.beginAuditLoggingFor(client);
                client.clearCustomerFlagsIfApplicable(client.getStatus(), finalStatus);
                client.updateCustomerStatus(finalStatus);
                // changeStatus(client, oldStatus, newStatus);
                if (client.getParentCustomer() != null) {
                    CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(client, client.getParentCustomer());
                    client.addCustomerHierarchy(hierarchy);
                }
                if (client.getCustomerActivationDate() != null) {
                    client.setCustomerActivationDate(client.getCustomerActivationDate());
                } else {
                    client.setCustomerActivationDate(dateTimeService.getCurrentJavaDateTime());
                }
                customerAccount.createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(client, accountFees, meeting, applicableCalendarEvents, new DateTime(client.getCustomerActivationDate()));
                customerDao.save(client);
            }
        }
        hibernateTransactionHelper.commitTransaction();
    } catch (Exception ex) {
        hibernateTransactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(ex);
    }
    return parsedClientsDto;
}

Example 4 with MeetingFactory

use of org.mifos.application.meeting.business.MeetingFactory in project head by mifos.

the class CenterServiceFacadeWebTier method createNewCenter.

@Override
public CustomerDetailsDto createNewCenter(CenterCreationDetail createCenterDetail, MeetingDto meetingDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    String centerName = createCenterDetail.getDisplayName();
    String externalId = createCenterDetail.getExternalId();
    AddressDto addressDto = createCenterDetail.getAddressDto();
    Address centerAddress = new Address(addressDto.getLine1(), addressDto.getLine2(), addressDto.getLine3(), addressDto.getCity(), addressDto.getState(), addressDto.getCountry(), addressDto.getZip(), addressDto.getPhoneNumber());
    PersonnelBO loanOfficer = this.personnelDao.findPersonnelById(createCenterDetail.getLoanOfficerId());
    OfficeBO centerOffice = this.officeDao.findOfficeById(createCenterDetail.getOfficeId());
    List<AccountFeesEntity> feesForCustomerAccount = createAccountFeeEntities(createCenterDetail.getFeesToApply());
    DateTime mfiJoiningDate = null;
    if (createCenterDetail.getMfiJoiningDate() != null) {
        mfiJoiningDate = createCenterDetail.getMfiJoiningDate().toDateMidnight().toDateTime();
    }
    MeetingBO meeting = new MeetingFactory().create(meetingDto);
    meeting.setUserContext(userContext);
    CenterBO center = CenterBO.createNew(userContext, centerName, mfiJoiningDate, meeting, loanOfficer, centerOffice, centerAddress, externalId, new DateMidnight().toDateTime());
    try {
        personnelDao.checkAccessPermission(userContext, center.getOfficeId(), center.getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    this.customerService.createCenter(center, meeting, feesForCustomerAccount);
    return new CustomerDetailsDto(center.getCustomerId(), center.getGlobalCustNum());
}

Example 5 with MeetingFactory

use of org.mifos.application.meeting.business.MeetingFactory in project head by mifos.

the class GroupLoanAccountServiceFacadeWebTier method createGroupLoanAccount.

private LoanCreationResultDto createGroupLoanAccount(CreateGroupLoanAccount loanAccountInfo, Map<Integer, List<LoanPaymentDto>> backdatedLoanPayments, List<QuestionGroupDetail> questionGroups, LoanAccountCashFlow loanAccountCashFlow, List<DateTime> loanScheduleInstallmentDates, List<Number> totalInstallmentAmounts, List<CreateLoanAccount> memberDetails, boolean isBackdatedLoan) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        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.getGroupLoanAccountDetails().getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getGroupLoanAccountDetails().getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails().getInterestRate(), loanAccountInfo.getGroupLoanAccountDetails().getNumberOfInstallments(), loanAccountInfo.getGroupLoanAccountDetails().getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.getGroupLoanAccountDetails().isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails(), 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.getGroupLoanAccountDetails().getDisbursementDate(), totalInstallmentAmounts);
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedLoanAmount().doubleValue(), null);
    if (isBackdatedLoan) {
        creationDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDateTime();
    }
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openGroupLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getGroupLoanAccountDetails().getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getGroupLoanAccountDetails().getExternalId());
    loan.setCollateralNote(loanAccountInfo.getGroupLoanAccountDetails().getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getGroupLoanAccountDetails().getCollateralTypeId());
    if (isBackdatedLoan) {
        loan.markAsCreatedWithBackdatedPayments();
    }
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().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.getGroupLoanAccountDetails().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.getGroupLoanAccountDetails().getFlagId() != null) {
            try {
                flagEntity = legacyMasterDao.getPersistentObject(AccountStateFlagEntity.class, loanAccountInfo.getGroupLoanAccountDetails().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<CreateLoanAccount> individualMembersOfGroupLoan = new ArrayList<CreateLoanAccount>();
        List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
        List<LoanProductOverridenDetail> memberOverridenDetails = new ArrayList<LoanProductOverridenDetail>();
        List<LoanSchedule> memberLoanSchedules = new ArrayList<LoanSchedule>();
        List<ClientBO> clients = new ArrayList<ClientBO>();
        for (CreateLoanAccount groupMemberAccount : memberDetails) {
            ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
            Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
            List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
            radio.add(loanAmount.divide(loan.getLoanAmount()));
            int memberCount = memberDetails.size();
            for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getGroupLoanAccountDetails().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(groupMemberAccount.getAccountFees());
            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.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
            memberOverridenDetails.add(memberOverridenDetail);
            memberLoanSchedules.add(memberSchedule);
            clients.add(member);
            individualMembersOfGroupLoan.add(groupMemberAccount);
        }
        //for original schedule persisting
        List<LoanBO> memberLoans = new ArrayList<LoanBO>();
        int index = 0;
        for (CreateLoanAccount groupMemberAccount : individualMembersOfGroupLoan) {
            LoanBO memberLoan = LoanBO.openGroupLoanForAccount(loan, loanAccountDetail.getLoanProduct(), clients.get(index), repaymentDayMeeting, memberLoanSchedules.get(index), memberOverridenDetails.get(index), configuration, installmentRange, amountRange, creationDetail, createdBy, Boolean.TRUE);
            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);
            index++;
        }
        // update loan schedule for Group Loan Account
        loanSchedule = this.loanScheduleService.generateGroupLoanSchedule(loanAccountDetail.getLoanProduct(), repaymentDayMeeting, loanSchedule, memberLoanSchedules, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), overridenDetail, configuration, userOffice.getOfficeId(), loanAccountDetail.getCustomer(), accountFeeEntities);
        fixMemberAndParentInstallmentDetails(loan, memberLoans);
        for (LoanBO memberLoan : memberLoans) {
            memberLoan.updateLoanSummary();
            loanDao.save(memberLoan);
        }
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        // 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.getGroupLoanAccountDetails().getDisbursementDate();
            loan.approve(createdBy, comment, approvalDate);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.approve(createdBy, comment, approvalDate);
            }
            // 4. disburse loan
            String receiptNumber = null;
            Date receiptDate = null;
            PaymentTypeEntity paymentType = new PaymentTypeEntity(PaymentTypes.CASH.getValue());
            if (loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId() != null) {
                paymentType = new PaymentTypeEntity(loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId());
            }
            Date paymentDate = loanAccountInfo.getGroupLoanAccountDetails().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);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.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 (LoanBO memberLoan : memberLoans) {
                Integer id = memberLoan.getCustomer().getCustomerId();
                List<LoanPaymentDto> payments = backdatedLoanPayments.get(id);
                for (LoanPaymentDto loanPayment : payments) {
                    Money amountPaidToDate = new Money(loan.getCurrency(), loanPayment.getAmount());
                    PaymentData paymentData = new PaymentData(amountPaidToDate, createdBy, loanPayment.getPaymentTypeId(), loanPayment.getPaymentDate().toDateMidnight().toDate());
                    memberLoan.applyPayment(paymentData);
                    loan.applyPayment(paymentData);
                    this.loanDao.save(memberLoan);
                    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();
    }
}