use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.
the class CustomerServiceImpl method changeStatus.
private void changeStatus(CustomerBO customer, CustomerStatus oldStatus, CustomerStatus newStatus) throws CustomerException {
Short oldStatusId = oldStatus.getValue();
Short newStatusId = newStatus.getValue();
if (customer.isClient()) {
ClientBO client = (ClientBO) customer;
if (client.isActiveForFirstTime(oldStatusId, newStatusId)) {
if (client.getParentCustomer() != null) {
CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(client, client.getParentCustomer());
client.addCustomerHierarchy(hierarchy);
}
CalendarEvent applicableCalendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>(customer.getCustomerAccount().getAccountFees());
client.getCustomerAccount().createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(customer, accountFees, customer.getCustomerMeetingValue(), applicableCalendarEvents, new DateMidnight().toDateTime());
client.setCustomerActivationDate(new DateTimeService().getCurrentJavaDateTime());
if (client.getOfferingsAssociatedInCreate() != null) {
for (ClientInitialSavingsOfferingEntity clientOffering : client.getOfferingsAssociatedInCreate()) {
try {
SavingsOfferingBO savingsOffering = savingsProductDao.findById(clientOffering.getSavingsOffering().getPrdOfferingId().intValue());
if (savingsOffering.isActive()) {
List<CustomFieldDto> customerFieldsForSavings = new ArrayList<CustomFieldDto>();
client.addAccount(new SavingsBO(client.getUserContext(), savingsOffering, client, AccountState.SAVINGS_ACTIVE, savingsOffering.getRecommendedAmount(), customerFieldsForSavings));
}
} catch (AccountException pe) {
throw new CustomerException(pe);
}
}
}
new SavingsPersistence().persistSavingAccounts(client);
try {
if (client.getParentCustomer() != null) {
List<SavingsBO> savingsList = new CustomerPersistence().retrieveSavingsAccountForCustomer(client.getParentCustomer().getCustomerId());
if (client.getParentCustomer().getParentCustomer() != null) {
savingsList.addAll(new CustomerPersistence().retrieveSavingsAccountForCustomer(client.getParentCustomer().getParentCustomer().getCustomerId()));
}
for (SavingsBO savings : savingsList) {
savings.setUserContext(client.getUserContext());
if (client.getCustomerMeeting().getMeeting() != null) {
if (!(savings.getCustomer().getLevel() == CustomerLevel.GROUP && savings.getRecommendedAmntUnit().getId().equals(RecommendedAmountUnit.COMPLETE_GROUP.getValue()))) {
DateTime today = new DateTime().toDateMidnight().toDateTime();
savings.generateDepositAccountActions(client, client.getCustomerMeeting().getMeeting(), applicableCalendarEvents.getWorkingDays(), applicableCalendarEvents.getHolidays(), today);
savings.update();
}
}
}
}
} catch (PersistenceException pe) {
throw new CustomerException(pe);
} catch (AccountException ae) {
throw new CustomerException(ae);
}
}
}
}
use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.
the class CustomerAccountBO method addFeeToAccountFee.
private void addFeeToAccountFee(final Short feeId, final Double charge) {
FeeBO fee = getFeeDao().findById(feeId);
AccountFeesEntity accountFee = null;
if (fee.isPeriodic() && !isFeeAlreadyApplied(fee) || !fee.isPeriodic()) {
accountFee = new AccountFeesEntity(this, fee, charge, FeeStatus.ACTIVE.getValue(), new DateTimeService().getCurrentJavaDateTime(), null);
addAccountFees(accountFee);
} else {
accountFee = getAccountFees(fee.getFeeId());
accountFee.setFeeAmount(charge);
accountFee.setFeeStatus(FeeStatus.ACTIVE);
accountFee.setStatusChangeDate(new DateTimeService().getCurrentJavaDateTime());
}
}
use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.
the class GroupBO method regenerateCustomerFeeSchedule.
public void regenerateCustomerFeeSchedule(CalendarEvent applicableCalendarEvents) {
CustomerAccountBO customerAccount = this.getCustomerAccount();
if (customerAccount != null) {
List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>(customerAccount.getAccountFees());
customerAccount.createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(this, accountFees, this.getCustomerMeetingValue(), applicableCalendarEvents, new DateMidnight().toDateTime());
}
}
use of org.mifos.accounts.business.AccountFeesEntity in project head by mifos.
the class IntegrationTestObjectMother method createCenter.
public static void createCenter(CenterBO center, MeetingBO meeting, AmountFeeBO... fees) {
UserContext userContext = TestUtils.makeUser();
center.setUserContext(userContext);
List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>();
for (AmountFeeBO fee : fees) {
AccountFeesEntity accountFee = new AccountFeesEntity(null, fee, fee.getFeeAmount().getAmountDoubleValue());
accountFees.add(accountFee);
}
customerService.createCenter(center, meeting, accountFees);
}
use of org.mifos.accounts.business.AccountFeesEntity 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();
}
}
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