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Example 1 with AmountFeeBO

use of org.mifos.accounts.fees.business.AmountFeeBO 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();
    }
}
Also used : MonthlyCashFlowDto(org.mifos.dto.domain.MonthlyCashFlowDto) CashFlowDetail(org.mifos.accounts.productdefinition.business.CashFlowDetail) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanPaymentDto(org.mifos.dto.domain.LoanPaymentDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) DateTimeService(org.mifos.framework.util.DateTimeService) PaymentData(org.mifos.accounts.util.helpers.PaymentData) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) CreateLoanSchedule(org.mifos.clientportfolio.loan.service.CreateLoanSchedule) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) QuestionGroupDetails(org.mifos.platform.questionnaire.service.QuestionGroupDetails) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) PaymentTypeEntity(org.mifos.application.master.business.PaymentTypeEntity) AccountException(org.mifos.accounts.exceptions.AccountException) ServiceException(org.mifos.framework.exceptions.ServiceException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) GroupMemberLoanDetail(org.mifos.clientportfolio.newloan.domain.GroupMemberLoanDetail) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountStateFlagEntity(org.mifos.accounts.business.AccountStateFlagEntity) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) LoanOfferingInstallmentRange(org.mifos.accounts.productdefinition.business.LoanOfferingInstallmentRange) InstallmentRange(org.mifos.accounts.productdefinition.business.InstallmentRange) AmountRange(org.mifos.accounts.productdefinition.business.AmountRange) CustomerBO(org.mifos.customers.business.CustomerBO) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) GroupMemberAccountDto(org.mifos.clientportfolio.newloan.applicationservice.GroupMemberAccountDto) BigDecimal(java.math.BigDecimal) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) StatesInitializationException(org.mifos.framework.exceptions.StatesInitializationException) BusinessRuleException(org.mifos.service.BusinessRuleException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ServiceException(org.mifos.framework.exceptions.ServiceException) HibernateSearchException(org.mifos.framework.exceptions.HibernateSearchException) PageExpiredException(org.mifos.framework.exceptions.PageExpiredException) SystemException(org.mifos.framework.exceptions.SystemException) MifosRuntimeException(org.mifos.core.MifosRuntimeException) AccountException(org.mifos.accounts.exceptions.AccountException) PropertyNotFoundException(org.mifos.framework.exceptions.PropertyNotFoundException) ConfigurationException(org.mifos.config.exceptions.ConfigurationException) MeetingException(org.mifos.application.meeting.exceptions.MeetingException) MeetingDto(org.mifos.dto.domain.MeetingDto) ProductMixValidator(org.mifos.accounts.loan.struts.action.validate.ProductMixValidator) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 2 with AmountFeeBO

use of org.mifos.accounts.fees.business.AmountFeeBO in project head by mifos.

the class LoanOfferingBOIntegrationTest method testUpdateFeeNotMatchingFrequencyOfLoanOffering.

@Test
public void testUpdateFeeNotMatchingFrequencyOfLoanOffering() throws ProductDefinitionException, FeeException {
    createIntitalObjects();
    GracePeriodTypeEntity gracePeriodType = new GracePeriodTypeEntity(GraceType.NONE);
    Date startDate = offSetCurrentDate(0);
    Date endDate = offSetCurrentDate(2);
    FeeBO fee = new AmountFeeBO(TestObjectFactory.getContext(), "Loan Periodic", new CategoryTypeEntity(FeeCategory.LOAN), new FeeFrequencyTypeEntity(FeeFrequencyType.PERIODIC), intglCodeEntity, new Money(getCurrency(), "100"), false, TestObjectFactory.createMeeting(TestObjectFactory.getNewMeeting(MONTHLY, EVERY_MONTH, CUSTOMER_MEETING, MONDAY)));
    List<FeeBO> fees = new ArrayList<FeeBO>();
    fees.add(fee);
    product = createLoanOfferingBO("Loan Product", "LOAP");
    try {
        product.update((short) 1, "Loan Product", "LOAN", productCategory, prdApplicableMaster, startDate, endDate, "Loan Product updated", PrdStatus.LOAN_ACTIVE, gracePeriodType, interestTypes, (short) 0, new Money(getCurrency(), "3000"), new Money(getCurrency(), "1000"), new Money(getCurrency(), "1000"), 12.0, 2.0, 12.0, (short) 12, (short) 1, (short) 2, false, true, false, null, fees, null, (short) 2, RecurrenceType.WEEKLY, waiverInterest);
        Assert.fail();
    } catch (ProductDefinitionException e) {
    }
}
Also used : Money(org.mifos.framework.util.helpers.Money) FeeFrequencyTypeEntity(org.mifos.accounts.fees.business.FeeFrequencyTypeEntity) ProductDefinitionException(org.mifos.accounts.productdefinition.exceptions.ProductDefinitionException) ArrayList(java.util.ArrayList) CategoryTypeEntity(org.mifos.accounts.fees.business.CategoryTypeEntity) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) Date(java.sql.Date) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) Test(org.junit.Test)

Example 3 with AmountFeeBO

use of org.mifos.accounts.fees.business.AmountFeeBO in project head by mifos.

the class FeeInstallmentTest method createWeeklyFeeBO.

private FeeBO createWeeklyFeeBO(int every) {
    MeetingBO feeMeeting = new MeetingBuilder().every(every).weekly().build();
    FeeBO feeBO = new AmountFeeBO(new Money(TestUtils.RUPEE, "10.0"), "Fee", FeeCategory.ALLCUSTOMERS, FeeFrequencyType.PERIODIC, new GLCodeEntity(Short.valueOf("1"), "10000"), feeMeeting, null, new DateTime().minusDays(14).toDate(), TestUtils.makeUserWithLocales().getId());
    return feeBO;
}
Also used : Money(org.mifos.framework.util.helpers.Money) MeetingBO(org.mifos.application.meeting.business.MeetingBO) GLCodeEntity(org.mifos.accounts.financial.business.GLCodeEntity) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) MeetingBuilder(org.mifos.domain.builders.MeetingBuilder) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) DateTime(org.joda.time.DateTime)

Example 4 with AmountFeeBO

use of org.mifos.accounts.fees.business.AmountFeeBO 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;
}
Also used : InterestTypesEntity(org.mifos.application.master.business.InterestTypesEntity) SecurityContextImpl(org.springframework.security.core.context.SecurityContextImpl) AccountFeesActionDetailEntity(org.mifos.accounts.business.AccountFeesActionDetailEntity) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ArrayList(java.util.ArrayList) LocalDate(org.joda.time.LocalDate) Money(org.mifos.framework.util.helpers.Money) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) GracePeriodTypeEntity(org.mifos.accounts.productdefinition.business.GracePeriodTypeEntity) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) MifosCurrency(org.mifos.application.master.business.MifosCurrency) GregorianCalendar(java.util.GregorianCalendar) Calendar(java.util.Calendar) GregorianCalendar(java.util.GregorianCalendar) MifosUser(org.mifos.security.MifosUser) MifosUserBuilder(org.mifos.builders.MifosUserBuilder) TestingAuthenticationToken(org.springframework.security.authentication.TestingAuthenticationToken) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) BigDecimal(java.math.BigDecimal) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) Authentication(org.springframework.security.core.Authentication) SecurityContext(org.springframework.security.core.context.SecurityContext)

Example 5 with AmountFeeBO

use of org.mifos.accounts.fees.business.AmountFeeBO in project head by mifos.

the class AccountActionDateEntityIntegrationTest method testApplyPeriodicFees.

@Test
public void testApplyPeriodicFees() {
    FeeBO periodicFee = TestObjectFactory.createPeriodicAmountFee("Periodic Fee", FeeCategory.LOAN, "100", RecurrenceType.WEEKLY, Short.valueOf("1"));
    AccountFeesEntity accountFeesEntity = new AccountFeesEntity(group.getCustomerAccount(), periodicFee, ((AmountFeeBO) periodicFee).getFeeAmount().getAmountDoubleValue(), null, null, new Date(System.currentTimeMillis()));
    group.getCustomerAccount().addAccountFees(accountFeesEntity);
    TestObjectFactory.updateObject(group);
    StaticHibernateUtil.flushSession();
    group = TestObjectFactory.getGroup(group.getCustomerId());
    CustomerScheduleEntity accountActionDateEntity = (CustomerScheduleEntity) group.getCustomerAccount().getAccountActionDates().toArray()[0];
    Set<AccountFeesActionDetailEntity> feeDetailsSet = accountActionDateEntity.getAccountFeesActionDetails();
    List<Integer> feeList = new ArrayList<Integer>();
    for (AccountFeesActionDetailEntity accountFeesActionDetailEntity : feeDetailsSet) {
        feeList.add(accountFeesActionDetailEntity.getAccountFeesActionDetailId());
    }
    Set<AccountFeesEntity> accountFeeSet = group.getCustomerAccount().getAccountFees();
    for (AccountFeesEntity accFeesEntity : accountFeeSet) {
        if (accFeesEntity.getFees().getFeeName().equalsIgnoreCase("Periodic Fee")) {
            CustomerAccountBOTestUtils.applyPeriodicFees(accountActionDateEntity, accFeesEntity.getFees().getFeeId(), new Money(getCurrency(), "100"));
            break;
        }
    }
    TestObjectFactory.updateObject(group);
    StaticHibernateUtil.flushSession();
    group = TestObjectFactory.getGroup(group.getCustomerId());
    CustomerScheduleEntity firstInstallment = (CustomerScheduleEntity) group.getCustomerAccount().getAccountActionDates().toArray()[0];
    for (AccountFeesActionDetailEntity accountFeesActionDetailEntity : firstInstallment.getAccountFeesActionDetails()) {
        if (!feeList.contains(accountFeesActionDetailEntity.getAccountFeesActionDetailId())) {
            Assert.assertEquals("Periodic Fee", accountFeesActionDetailEntity.getFee().getFeeName());
            break;
        }
    }
    StaticHibernateUtil.flushSession();
    groupLoan = TestObjectFactory.getObject(LoanBO.class, groupLoan.getAccountId());
    group = TestObjectFactory.getGroup(group.getCustomerId());
}
Also used : LoanBO(org.mifos.accounts.loan.business.LoanBO) ArrayList(java.util.ArrayList) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) Date(java.util.Date) Money(org.mifos.framework.util.helpers.Money) CustomerScheduleEntity(org.mifos.customers.business.CustomerScheduleEntity) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) Test(org.junit.Test)

Aggregations

AmountFeeBO (org.mifos.accounts.fees.business.AmountFeeBO)41 ArrayList (java.util.ArrayList)24 MeetingBO (org.mifos.application.meeting.business.MeetingBO)18 Test (org.junit.Test)17 FeeBO (org.mifos.accounts.fees.business.FeeBO)17 Money (org.mifos.framework.util.helpers.Money)16 MeetingBuilder (org.mifos.domain.builders.MeetingBuilder)14 DateTime (org.joda.time.DateTime)13 FeeBuilder (org.mifos.domain.builders.FeeBuilder)13 CenterBuilder (org.mifos.domain.builders.CenterBuilder)12 AccountFeesEntity (org.mifos.accounts.business.AccountFeesEntity)11 FeeDto (org.mifos.accounts.fees.business.FeeDto)8 CenterBO (org.mifos.customers.center.business.CenterBO)8 CategoryTypeEntity (org.mifos.accounts.fees.business.CategoryTypeEntity)6 FeeFrequencyTypeEntity (org.mifos.accounts.fees.business.FeeFrequencyTypeEntity)6 RateFeeBO (org.mifos.accounts.fees.business.RateFeeBO)6 BigDecimal (java.math.BigDecimal)5 Date (java.sql.Date)5 LocalDate (org.joda.time.LocalDate)5 CreateAccountFeeDto (org.mifos.dto.domain.CreateAccountFeeDto)5