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

Example 1 with AccountNotesEntity

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

the class LoanAccountServiceFacadeWebTier method retrieveLoanInformation.

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

Example 2 with AccountNotesEntity

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

the class GroupLoanAccountServiceFacadeWebTier method retrieveLoanInformation.

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

Example 3 with AccountNotesEntity

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

the class SavingsBOIntegrationTest method addNotes.

private void addNotes(final String comment) throws Exception {
    java.sql.Date currentDate = new java.sql.Date(System.currentTimeMillis());
    PersonnelBO personnelBO = legacyPersonnelDao.getPersonnel(userContext.getId());
    AccountNotesEntity accountNotesEntity = new AccountNotesEntity(currentDate, comment, personnelBO, savings);
    savings.addAccountNotes(accountNotesEntity);
    savings.update();
    StaticHibernateUtil.flushAndClearSession();
}

Example 4 with AccountNotesEntity

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

the class SavingsServiceFacadeWebTier method closeSavingsAccount.

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

Example 5 with AccountNotesEntity

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

the class SavingsCloseTest method whenClosingAccountShouldWithdrawRemainingBalanceOnAccount.

@Test
public void whenClosingAccountShouldWithdrawRemainingBalanceOnAccount() {
    Money remainingBalance = TestUtils.createMoney("100");
    savingsAccount = new SavingsAccountBuilder().active().withSavingsProduct(savingsProduct).withCustomer(client).withBalanceOf(remainingBalance).build();
    AccountPaymentEntity payment = new AccountPaymentEntityBuilder().with(savingsAccount).with(remainingBalance).build();
    AccountNotesEntity notes = new AccountNotesEntityBuilder().build();
    CustomerBO customer = new ClientBuilder().buildForUnitTests();
    PersonnelBO loggedInUser = new PersonnelBuilder().build();
    // pre verification
    assertTrue(savingsAccount.getAccountPayments().isEmpty());
    // exercise test
    savingsAccount.closeAccount(payment, notes, customer, loggedInUser);
    // verification
    assertFalse(savingsAccount.getAccountPayments().isEmpty());
    AccountPaymentEntity withdrawalPayment = savingsAccount.getAccountPayments().get(0);
    assertThat(withdrawalPayment.getAmount(), is(TestUtils.createMoney("100")));
}