Examples with AccountFeesEntity org.mifos.accounts.business.AccountFeesEntity used on opensource projects

Example 11 with AccountFeesEntity

use of org.mifos.accounts.business.AccountFeesEntity 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 12 with AccountFeesEntity

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

the class IndividualLoanScheduleFactory method calculateTotalFeesAndInterestForLoanSchedules.

private Money calculateTotalFeesAndInterestForLoanSchedules(List<LoanScheduleEntity> unroundedLoanSchedules, MifosCurrency currencyInUse, List<AccountFeesEntity> accountFees) {
    Money zero = new Money(currencyInUse);
    Money interest = zero;
    Money fees = zero;
    for (LoanScheduleEntity unroundedLoanSchedule : unroundedLoanSchedules) {
        interest = interest.add(unroundedLoanSchedule.getInterest());
        fees = fees.add(unroundedLoanSchedule.getTotalFeesDueWithMiscFee());
    }
    Money feeDisbursementAmount = zero;
    for (AccountFeesEntity accountFeesEntity : accountFees) {
        if (accountFeesEntity.getFees().isTimeOfDisbursement()) {
            feeDisbursementAmount = fees.add(accountFeesEntity.getAccountFeeAmount());
        }
    }
    fees = fees.add(feeDisbursementAmount);
    fees = MoneyUtils.currencyRound(fees);
    interest = MoneyUtils.currencyRound(interest);
    Money rawAmount = interest.add(fees);
    return rawAmount;
}

Example 13 with AccountFeesEntity

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

the class LoanBOTestUtils method createLoanAccountWithDisbursement.

/**
     * Like
     * {@link #createLoanAccount(String, CustomerBO, AccountState, Date, LoanOfferingBO)}
     * but differs in various ways.
     *
     * Note: the manipulation done in this method looks very suspicious and
     * possibly wrong. Tests that use this method should be considered as
     * suspect.
     */
public static LoanBO createLoanAccountWithDisbursement(final CustomerBO customer, final AccountState state, final Date startDate, final LoanOfferingBO loanOffering, final int disbursalType, final Short noOfInstallments) {
    Calendar calendar = new GregorianCalendar();
    calendar.setTime(startDate);
    MeetingBO meeting = TestObjectFactory.createLoanMeeting(customer.getCustomerMeeting().getMeeting());
    List<Date> meetingDates = TestObjectFactory.getMeetingDates(customer.getOfficeId(), meeting, 6);
    MifosCurrency currency = TestUtils.RUPEE;
    List<CreateAccountFeeDto> accountFees = new ArrayList<CreateAccountFeeDto>();
    AmountFeeBO maintanenceFee = (AmountFeeBO) TestObjectFactory.createPeriodicAmountFee("Mainatnence Fee", FeeCategory.LOAN, "100", RecurrenceType.WEEKLY, Short.valueOf("1"));
    IntegrationTestObjectMother.saveFee(maintanenceFee);
    accountFees.add(new CreateAccountFeeDto(maintanenceFee.getFeeId().intValue(), maintanenceFee.getFeeAmount().toString()));
    AccountFeesEntity accountDisbursementFee = null;
    AmountFeeBO disbursementFee = null;
    AccountFeesEntity accountDisbursementFee2 = null;
    AmountFeeBO disbursementFee2 = null;
    if (disbursalType == 1 || disbursalType == 2) {
        disbursementFee = (AmountFeeBO) TestObjectFactory.createOneTimeAmountFee("Disbursement Fee 1", FeeCategory.LOAN, "10", FeePayment.TIME_OF_DISBURSEMENT);
        IntegrationTestObjectMother.saveFee(disbursementFee);
        accountFees.add(new CreateAccountFeeDto(disbursementFee.getFeeId().intValue(), disbursementFee.getFeeAmount().toString()));
        disbursementFee2 = (AmountFeeBO) TestObjectFactory.createOneTimeAmountFee("Disbursement Fee 2", FeeCategory.LOAN, "20", FeePayment.TIME_OF_DISBURSEMENT);
        IntegrationTestObjectMother.saveFee(disbursementFee2);
        accountFees.add(new CreateAccountFeeDto(disbursementFee2.getFeeId().intValue(), disbursementFee2.getFeeAmount().toString()));
    }
    BigDecimal loanAmount = BigDecimal.valueOf(DEFAULT_LOAN_AMOUNT);
    BigDecimal minAllowedLoanAmount = loanAmount;
    BigDecimal maxAllowedLoanAmount = loanAmount;
    Double interestRate = Double.valueOf("10.0");
    LocalDate disbursementDate = new LocalDate(meetingDates.get(0));
    int numberOfInstallments = noOfInstallments;
    int minAllowedNumberOfInstallments = loanOffering.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int maxAllowedNumberOfInstallments = loanOffering.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int graceDuration = 0;
    Integer sourceOfFundId = null;
    Integer loanPurposeId = null;
    Integer collateralTypeId = null;
    String collateralNotes = null;
    String externalId = null;
    boolean repaymentScheduleIndependentOfCustomerMeeting = false;
    RecurringSchedule recurringSchedule = null;
    CreateLoanAccount createLoanAccount = new CreateLoanAccount(customer.getCustomerId(), loanOffering.getPrdOfferingId().intValue(), state.getValue().intValue(), loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, interestRate, disbursementDate, null, numberOfInstallments, minAllowedNumberOfInstallments, maxAllowedNumberOfInstallments, graceDuration, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId, repaymentScheduleIndependentOfCustomerMeeting, recurringSchedule, accountFees, new ArrayList<CreateAccountPenaltyDto>());
    SecurityContext securityContext = new SecurityContextImpl();
    MifosUser principal = new MifosUserBuilder().nonLoanOfficer().withAdminRole().build();
    Authentication authentication = new TestingAuthenticationToken(principal, principal);
    securityContext.setAuthentication(authentication);
    SecurityContextHolder.setContext(securityContext);
    LoanBO loan = IntegrationTestObjectMother.createClientLoan(createLoanAccount);
    loan.updateDetails(TestUtils.makeUser());
    AccountFeesEntity accountPeriodicFee = new AccountFeesEntity(loan, maintanenceFee, new Double("10.0"));
    AccountTestUtils.addAccountFees(accountPeriodicFee, loan);
    if (disbursalType == 1 || disbursalType == 2) {
        accountDisbursementFee = new AccountFeesEntity(loan, disbursementFee, new Double("10.0"));
        AccountTestUtils.addAccountFees(accountDisbursementFee, loan);
        accountDisbursementFee2 = new AccountFeesEntity(loan, disbursementFee2, new Double("20.0"));
        AccountTestUtils.addAccountFees(accountDisbursementFee2, loan);
    }
    loan.setLoanMeeting(meeting);
    if (// 2-Interest At Disbursement
    disbursalType == 2) {
        loan.setInterestDeductedAtDisbursement(true);
        meetingDates = TestObjectFactory.getMeetingDates(customer.getOfficeId(), loan.getLoanMeeting(), 6);
        short i = 0;
        for (Date date : meetingDates) {
            if (i == 0) {
                i++;
                loan.setDisbursementDate(date);
                LoanScheduleEntity actionDate = (LoanScheduleEntity) loan.getAccountActionDate(i);
                actionDate.setActionDate(new java.sql.Date(date.getTime()));
                actionDate.setInterest(new Money(currency, "12.0"));
                actionDate.setPaymentStatus(PaymentStatus.UNPAID);
                AccountTestUtils.addAccountActionDate(actionDate, loan);
                // periodic fee
                AccountFeesActionDetailEntity accountFeesaction = new LoanFeeScheduleEntity(actionDate, maintanenceFee, accountPeriodicFee, new Money(currency, "10.0"));
                setFeeAmountPaid(accountFeesaction, new Money(currency, "0.0"));
                actionDate.addAccountFeesAction(accountFeesaction);
                // dibursement fee one
                AccountFeesActionDetailEntity accountFeesaction1 = new LoanFeeScheduleEntity(actionDate, disbursementFee, accountDisbursementFee, new Money(currency, "10.0"));
                setFeeAmountPaid(accountFeesaction1, new Money(currency, "0.0"));
                actionDate.addAccountFeesAction(accountFeesaction1);
                // disbursementfee2
                AccountFeesActionDetailEntity accountFeesaction2 = new LoanFeeScheduleEntity(actionDate, disbursementFee2, accountDisbursementFee2, new Money(currency, "20.0"));
                setFeeAmountPaid(accountFeesaction2, new Money(currency, "0.0"));
                actionDate.addAccountFeesAction(accountFeesaction2);
                continue;
            }
            i++;
            LoanScheduleEntity actionDate = (LoanScheduleEntity) loan.getAccountActionDate(i);
            actionDate.setActionDate(new java.sql.Date(date.getTime()));
            actionDate.setPrincipal(new Money(currency, "100.0"));
            actionDate.setInterest(new Money(currency, "12.0"));
            actionDate.setPaymentStatus(PaymentStatus.UNPAID);
            AccountTestUtils.addAccountActionDate(actionDate, loan);
            AccountFeesActionDetailEntity accountFeesaction = new LoanFeeScheduleEntity(actionDate, maintanenceFee, accountPeriodicFee, new Money(currency, "100.0"));
            setFeeAmountPaid(accountFeesaction, new Money(currency, "0.0"));
            actionDate.addAccountFeesAction(accountFeesaction);
        }
    } else if (disbursalType == 1 || disbursalType == 3) {
        loan.setInterestDeductedAtDisbursement(false);
        meetingDates = TestObjectFactory.getMeetingDates(customer.getOfficeId(), loan.getLoanMeeting(), 6);
        short i = 0;
        for (Date date : meetingDates) {
            if (i == 0) {
                i++;
                loan.setDisbursementDate(date);
                continue;
            }
            LoanScheduleEntity actionDate = (LoanScheduleEntity) loan.getAccountActionDate(i++);
            actionDate.setActionDate(new java.sql.Date(date.getTime()));
            actionDate.setPrincipal(new Money(currency, "100.0"));
            actionDate.setInterest(new Money(currency, "12.0"));
            actionDate.setPaymentStatus(PaymentStatus.UNPAID);
            AccountTestUtils.addAccountActionDate(actionDate, loan);
            AccountFeesActionDetailEntity accountFeesaction = new LoanFeeScheduleEntity(actionDate, maintanenceFee, accountPeriodicFee, new Money(currency, "100.0"));
            setFeeAmountPaid(accountFeesaction, new Money(currency, "0.0"));
            actionDate.addAccountFeesAction(accountFeesaction);
        }
    }
    GracePeriodTypeEntity gracePeriodType = new GracePeriodTypeEntity(GraceType.NONE);
    loan.setGracePeriodType(gracePeriodType);
    loan.setCreatedBy(Short.valueOf("1"));
    // Set collateral type to lookup id 109, which references the lookup
    // value 'Type 1'
    loan.setCollateralTypeId(Integer.valueOf("109"));
    InterestTypesEntity interestTypes = new InterestTypesEntity(InterestType.FLAT);
    loan.setInterestType(interestTypes);
    loan.setInterestRate(10.0);
    loan.setCreatedDate(new Date(System.currentTimeMillis()));
    setLoanSummary(loan, currency);
    return loan;
}

Example 14 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();
    }
}

Example 15 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();
    }
}