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Example 26 with AccountPaymentEntity

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

the class SavingsCloseTest method whenClosingAccountShouldSetClosedDate.

@Test
public void whenClosingAccountShouldSetClosedDate() {
    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();
    // exercise test
    savingsAccount.closeAccount(payment, notes, customer, loggedInUser);
    // verification
    assertThat(new LocalDate(savingsAccount.getClosedDate()), is(new LocalDate()));
}
Also used : PersonnelBuilder(org.mifos.domain.builders.PersonnelBuilder) Money(org.mifos.framework.util.helpers.Money) AccountNotesEntityBuilder(org.mifos.accounts.business.AccountNotesEntityBuilder) AccountPaymentEntityBuilder(org.mifos.accounts.business.AccountPaymentEntityBuilder) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) AccountNotesEntity(org.mifos.accounts.business.AccountNotesEntity) CustomerBO(org.mifos.customers.business.CustomerBO) SavingsAccountBuilder(org.mifos.domain.builders.SavingsAccountBuilder) LocalDate(org.joda.time.LocalDate) ClientBuilder(org.mifos.domain.builders.ClientBuilder) Test(org.junit.Test)

Example 27 with AccountPaymentEntity

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

the class SavingsCloseTest method whenClosingAccountShouldPostInterestWhenRemainingSavingsBalanceIsLessThanAmountBeingWithdrawn.

@Test
public void whenClosingAccountShouldPostInterestWhenRemainingSavingsBalanceIsLessThanAmountBeingWithdrawn() {
    Money remainingBalance = TestUtils.createMoney("100");
    savingsAccount = new SavingsAccountBuilder().active().withSavingsProduct(savingsProduct).withCustomer(client).withBalanceOf(remainingBalance).build();
    Money withdrawalAtCloseAmount = TestUtils.createMoney("105.56");
    AccountPaymentEntity payment = new AccountPaymentEntityBuilder().with(savingsAccount).with(withdrawalAtCloseAmount).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());
    assertThat(savingsAccount.getAccountPayments().size(), is(2));
    AccountPaymentEntity interestPayment = savingsAccount.getAccountPayments().get(0);
    assertThat(interestPayment.getAmount(), is(TestUtils.createMoney("5.56")));
    AccountPaymentEntity withdrawalPayment = savingsAccount.getAccountPayments().get(1);
    assertThat(withdrawalPayment.getAmount(), is(TestUtils.createMoney("105.56")));
}
Also used : PersonnelBuilder(org.mifos.domain.builders.PersonnelBuilder) Money(org.mifos.framework.util.helpers.Money) AccountNotesEntityBuilder(org.mifos.accounts.business.AccountNotesEntityBuilder) AccountPaymentEntityBuilder(org.mifos.accounts.business.AccountPaymentEntityBuilder) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) AccountNotesEntity(org.mifos.accounts.business.AccountNotesEntity) CustomerBO(org.mifos.customers.business.CustomerBO) SavingsAccountBuilder(org.mifos.domain.builders.SavingsAccountBuilder) ClientBuilder(org.mifos.domain.builders.ClientBuilder) Test(org.junit.Test)

Example 28 with AccountPaymentEntity

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

the class SavingsCloseTest method whenClosingAccountShouldCreateStatusChangeHistoryForClosure.

@Test
public void whenClosingAccountShouldCreateStatusChangeHistoryForClosure() {
    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
    assertThat(savingsAccount.getAccountStatusChangeHistory().size(), is(1));
    // exercise test
    savingsAccount.closeAccount(payment, notes, customer, loggedInUser);
    // verification
    assertThat(savingsAccount.getAccountStatusChangeHistory().size(), is(2));
    AccountStatusChangeHistoryEntity closure = savingsAccount.getAccountStatusChangeHistory().get(1);
    assertThat(closure.getAccount(), is((AccountBO) savingsAccount));
    assertTrue(closure.getOldStatus().isInState(AccountState.SAVINGS_ACTIVE));
    assertTrue(closure.getNewStatus().isInState(AccountState.SAVINGS_CLOSED));
}
Also used : PersonnelBuilder(org.mifos.domain.builders.PersonnelBuilder) Money(org.mifos.framework.util.helpers.Money) AccountBO(org.mifos.accounts.business.AccountBO) AccountNotesEntityBuilder(org.mifos.accounts.business.AccountNotesEntityBuilder) AccountPaymentEntityBuilder(org.mifos.accounts.business.AccountPaymentEntityBuilder) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) AccountNotesEntity(org.mifos.accounts.business.AccountNotesEntity) CustomerBO(org.mifos.customers.business.CustomerBO) SavingsAccountBuilder(org.mifos.domain.builders.SavingsAccountBuilder) AccountStatusChangeHistoryEntity(org.mifos.accounts.business.AccountStatusChangeHistoryEntity) ClientBuilder(org.mifos.domain.builders.ClientBuilder) Test(org.junit.Test)

Example 29 with AccountPaymentEntity

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

the class StandardAccountService method makePaymentNoCommit.

public void makePaymentNoCommit(AccountPaymentParametersDto accountPaymentParametersDto, Integer savingsPaymentId, AccountPaymentEntity parentPayment) throws PersistenceException, AccountException {
    final int accountId = accountPaymentParametersDto.getAccountId();
    final AccountBO account = this.legacyAccountDao.getAccount(accountId);
    MifosUser mifosUser = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(mifosUser);
    try {
        personnelDao.checkAccessPermission(userContext, account.getOfficeId(), account.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException(SecurityConstants.KEY_ACTIVITY_NOT_ALLOWED, e);
    }
    monthClosingServiceFacade.validateTransactionDate(accountPaymentParametersDto.getPaymentDate().toDateMidnight().toDate());
    /**
         * Handle member payment if parent payment data not provided.
         * Situation may occur when payment is executed directly on group member account (e.g. from transaction import).
         * Loan Group Member payments should be posted after parent payment.
         */
    if (account.isGroupLoanAccountMember() && parentPayment == null) {
        AccountPaymentParametersDto parentPaymentParametersDto = this.createParentLoanPaymentData(account, accountPaymentParametersDto);
        makePaymentNoCommit(parentPaymentParametersDto, savingsPaymentId, null);
        return;
    }
    PersonnelBO loggedInUser = ApplicationContextProvider.getBean(LegacyPersonnelDao.class).findPersonnelById(accountPaymentParametersDto.getUserMakingPayment().getUserId());
    List<InvalidPaymentReason> validationErrors = validatePayment(accountPaymentParametersDto);
    if (!(account instanceof CustomerAccountBO) && validationErrors.contains(InvalidPaymentReason.INVALID_DATE)) {
        throw new AccountException("errors.invalidTxndate");
    }
    Money overpaymentAmount = null;
    Money amount = new Money(account.getCurrency(), accountPaymentParametersDto.getPaymentAmount());
    if (account instanceof LoanBO && accountPaymentParametersDto.getPaymentOptions().contains(AccountPaymentParametersDto.PaymentOptions.ALLOW_OVERPAYMENTS) && amount.isGreaterThan(((LoanBO) account).getTotalRepayableAmount())) {
        overpaymentAmount = amount.subtract(((LoanBO) account).getTotalRepayableAmount());
        amount = ((LoanBO) account).getTotalRepayableAmount();
    }
    Date receiptDate = null;
    if (accountPaymentParametersDto.getReceiptDate() != null) {
        receiptDate = accountPaymentParametersDto.getReceiptDate().toDateMidnight().toDate();
    }
    PaymentData paymentData = account.createPaymentData(amount, accountPaymentParametersDto.getPaymentDate().toDateMidnight().toDate(), accountPaymentParametersDto.getReceiptId(), receiptDate, accountPaymentParametersDto.getPaymentType().getValue(), loggedInUser);
    if (savingsPaymentId != null) {
        AccountPaymentEntity withdrawal = legacyAccountDao.findPaymentById(savingsPaymentId);
        paymentData.setOtherTransferPayment(withdrawal);
    }
    if (accountPaymentParametersDto.getCustomer() != null) {
        paymentData.setCustomer(customerDao.findCustomerById(accountPaymentParametersDto.getCustomer().getCustomerId()));
    }
    paymentData.setComment(accountPaymentParametersDto.getComment());
    paymentData.setOverpaymentAmount(overpaymentAmount);
    if (account instanceof LoanBO && account.isGroupLoanAccountMember() && parentPayment != null) {
        paymentData.setParentPayment(parentPayment);
    }
    AccountPaymentEntity paymentEntity = account.applyPayment(paymentData);
    handleParentGroupLoanPayment(account, accountPaymentParametersDto, savingsPaymentId, paymentEntity);
    this.legacyAccountDao.createOrUpdate(account);
}
Also used : CustomerAccountBO(org.mifos.customers.business.CustomerAccountBO) PaymentData(org.mifos.accounts.util.helpers.PaymentData) UserContext(org.mifos.security.util.UserContext) LoanBO(org.mifos.accounts.loan.business.LoanBO) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) MifosUser(org.mifos.security.MifosUser) UserContextFactory(org.mifos.accounts.servicefacade.UserContextFactory) LegacyPersonnelDao(org.mifos.customers.personnel.persistence.LegacyPersonnelDao) AccountPaymentParametersDto(org.mifos.dto.domain.AccountPaymentParametersDto) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) AccountBO(org.mifos.accounts.business.AccountBO) CustomerAccountBO(org.mifos.customers.business.CustomerAccountBO) Money(org.mifos.framework.util.helpers.Money) AccountException(org.mifos.accounts.exceptions.AccountException) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 30 with AccountPaymentEntity

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

the class SavingsBO method getInterestPostingPaymentsForRemoval.

public List<AccountPaymentEntity> getInterestPostingPaymentsForRemoval(Date fromDate) {
    List<AccountPaymentEntity> paymentsForRemoval = new ArrayList<AccountPaymentEntity>();
    Iterator<AccountPaymentEntity> paymentIter = this.accountPayments.iterator();
    while (paymentIter.hasNext()) {
        AccountPaymentEntity payment = paymentIter.next();
        Date paymentDate = payment.getPaymentDate();
        if (payment.isSavingsInterestPosting() && DateUtils.dateFallsOnOrBeforeDate(fromDate, paymentDate)) {
            this.nextIntPostDate = paymentDate;
            this.savingsBalance = this.savingsBalance.subtract(payment.getAmount());
            this.savingsPerformance.substractFromTotalInterestDetails(payment.getAmount());
            paymentsForRemoval.add(payment);
            paymentIter.remove();
        }
    }
    return paymentsForRemoval;
}
Also used : ArrayList(java.util.ArrayList) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) Date(java.util.Date) LocalDate(org.joda.time.LocalDate)

Aggregations

AccountPaymentEntity (org.mifos.accounts.business.AccountPaymentEntity)113 Money (org.mifos.framework.util.helpers.Money)56 Date (java.util.Date)43 LocalDate (org.joda.time.LocalDate)41 Test (org.junit.Test)36 PersonnelBO (org.mifos.customers.personnel.business.PersonnelBO)34 AccountException (org.mifos.accounts.exceptions.AccountException)30 PaymentTypeEntity (org.mifos.application.master.business.PaymentTypeEntity)24 SavingsBO (org.mifos.accounts.savings.business.SavingsBO)23 UserContext (org.mifos.security.util.UserContext)23 ArrayList (java.util.ArrayList)22 AccountTrxnEntity (org.mifos.accounts.business.AccountTrxnEntity)22 MifosRuntimeException (org.mifos.core.MifosRuntimeException)19 PaymentData (org.mifos.accounts.util.helpers.PaymentData)18 CustomerBO (org.mifos.customers.business.CustomerBO)18 AccountBO (org.mifos.accounts.business.AccountBO)16 PersistenceException (org.mifos.framework.exceptions.PersistenceException)16 BigDecimal (java.math.BigDecimal)14 LoanBO (org.mifos.accounts.loan.business.LoanBO)14 Date (java.sql.Date)13