Examples with SavingsOfferingBO org.mifos.accounts.productdefinition.business.SavingsOfferingBO used on opensource projects

Example 41 with SavingsOfferingBO

use of org.mifos.accounts.productdefinition.business.SavingsOfferingBO in project head by mifos.

the class TestCollectionSheetRetrieveSavingsAccountsUtils method createSavingsAccount.

public SavingsBO createSavingsAccount(CustomerBO customer, String shortName, String amount, boolean isVoluntary, boolean isPerIndividual) {
    // johnw - unfortunately, in the current builder code, the settings for mandatory/voluntary and
    // complete_group/per_individual are set at savings account level rather than at savings offering level as in
    // the production system.  However, this method creates a good savings account
    SavingsProductBuilder savingsProductBuilder = new SavingsProductBuilder().withName(customer.getDisplayName()).withShortName(shortName);
    if (customer.getCustomerLevel().getId().compareTo(CustomerLevel.CENTER.getValue()) == 0) {
        savingsProductBuilder.appliesToCentersOnly();
    }
    if (customer.getCustomerLevel().getId().compareTo(CustomerLevel.GROUP.getValue()) == 0) {
        savingsProductBuilder.appliesToGroupsOnly();
    }
    if (customer.getCustomerLevel().getId().compareTo(CustomerLevel.CLIENT.getValue()) == 0) {
        savingsProductBuilder.appliesToClientsOnly();
    }
    SavingsOfferingBO savingsProduct = savingsProductBuilder.mandatory().withInterestRate(Double.valueOf("4.0")).buildForIntegrationTests();
    if (isVoluntary) {
        savingsProductBuilder.voluntary();
    }
    SavingsAccountBuilder savingsAccountBuilder = new SavingsAccountBuilder().withSavingsProduct(savingsProduct).withCustomer(customer).withCreatedBy(IntegrationTestObjectMother.testUser()).completeGroup().withRecommendedAmount(TestUtils.createMoney(amount));
    if (isPerIndividual) {
        savingsAccountBuilder.perIndividual();
    }
    SavingsBO savingsAccount = null;
    if (customer.getCustomerLevel().getId().compareTo(CustomerLevel.CENTER.getValue()) == 0) {
        savingsAccount = savingsAccountBuilder.buildJointSavingsAccount();
    } else {
        savingsAccount = savingsAccountBuilder.build();
    }
    IntegrationTestObjectMother.saveSavingsProductAndAssociatedSavingsAccounts(savingsProduct, savingsAccount);
    return savingsAccount;
}

Example 42 with SavingsOfferingBO

use of org.mifos.accounts.productdefinition.business.SavingsOfferingBO in project head by mifos.

the class SavingsProductBuilder method build.

private SavingsOfferingBO build() {
    final SavingsOfferingBO savingsProduct = new SavingsOfferingBO(savingsType, name, shortName, globalProductNumber, startDate, applicableToCustomer, category, productStatusEntity, interestCalcType, interestRate, maxAmountOfWithdrawal, depositGLCode, interesetGLCode, createdDate, createdByUserId);
    savingsProduct.setMinAmntForInt(minAmountForInterestCalculation);
    final PrdOfferingMeetingEntity scheduleForInstcalc = new PrdOfferingMeetingEntity(scheduleForInterestCalculationMeeting, savingsProduct, MeetingType.SAVINGS_INTEREST_CALCULATION_TIME_PERIOD);
    final PrdOfferingMeetingEntity scheduleForInterestPosting = new PrdOfferingMeetingEntity(scheduleForInterestPostingMeeting, savingsProduct, MeetingType.SAVINGS_INTEREST_POSTING);
    savingsProduct.setTimePerForInstcalc(scheduleForInstcalc);
    savingsProduct.setTimePerForInstcalc(scheduleForInterestPosting);
    savingsProduct.setMinAmntForInt(minAmntForInt);
    if (this.mandatoryGroupTrackingType != null) {
        savingsProduct.setRecommendedAmntUnit(this.mandatoryGroupTrackingType);
    }
    savingsProduct.setRecommendedAmount(mandatoryOrRecommendedAmount);
    return savingsProduct;
}

Example 43 with SavingsOfferingBO

use of org.mifos.accounts.productdefinition.business.SavingsOfferingBO in project head by mifos.

the class BulkEntryDisplayHelperIntegrationTest method testBuildTableHeadings.

@Test
public void testBuildTableHeadings() {
    LoanOfferingBO loanOffering = createLoanOfferingBO("Loan Offering", "LOAN");
    java.util.Date currentDate = new java.util.Date(System.currentTimeMillis());
    SavingsOfferingBO savingsOffering = TestObjectFactory.createSavingsProduct("Savings Offering", "SAVP", currentDate, RecommendedAmountUnit.COMPLETE_GROUP);
    ProductDto loanOfferingDto = new ProductDto(loanOffering.getPrdOfferingId(), loanOffering.getPrdOfferingShortName());
    ProductDto savingOfferingDto = new ProductDto(savingsOffering.getPrdOfferingId(), savingsOffering.getPrdOfferingShortName());
    List<ProductDto> loanProducts = Arrays.asList(loanOfferingDto);
    List<ProductDto> savingsProducts = Arrays.asList(savingOfferingDto);
    UserContext userContext = TestObjectFactory.getContext();
    String result = new BulkEntryDisplayHelper().buildTableHeadings(loanProducts, savingsProducts, userContext.getPreferredLocale()).toString();
    StringAssert.assertContains("LOAN", result);
    StringAssert.assertContains("SAVP", result);
    StringAssert.assertContains("Due/Collections", result);
    StringAssert.assertContains("Issues/Withdrawals", result);
    StringAssert.assertContains("Client Name", result);
    StringAssert.assertContains("A/C Collections", result);
    StringAssert.assertContains("Attn", result);
    TestObjectFactory.removeObject(loanOffering);
    savingsOffering = null;
}

Example 44 with SavingsOfferingBO

use of org.mifos.accounts.productdefinition.business.SavingsOfferingBO in project head by mifos.

the class BulkEntryActionStrutsTest method getSuccessfulBulkEntry.

private CollectionSheetEntryGridDto getSuccessfulBulkEntry() throws Exception {
    MeetingBO meeting = TestObjectFactory.createMeeting(TestObjectFactory.getNewMeetingForToday(WEEKLY, EVERY_WEEK, CUSTOMER_MEETING));
    Date startDate = new Date(System.currentTimeMillis());
    center = TestObjectFactory.createWeeklyFeeCenter("Center", meeting);
    group = TestObjectFactory.createWeeklyFeeGroupUnderCenter("Group", CustomerStatus.GROUP_ACTIVE, center);
    client = TestObjectFactory.createClient("Client", CustomerStatus.CLIENT_ACTIVE, group);
    LoanOfferingBO loanOffering1 = TestObjectFactory.createLoanOffering(startDate, meeting);
    LoanOfferingBO loanOffering2 = TestObjectFactory.createLoanOffering("Loan2345", "313f", ApplicableTo.CLIENTS, startDate, PrdStatus.LOAN_ACTIVE, 300.0, 1.2, 3, InterestType.FLAT, meeting);
    groupAccount = TestObjectFactory.createLoanAccount("42423142341", group, AccountState.LOAN_ACTIVE_IN_GOOD_STANDING, startDate, loanOffering1);
    clientAccount = getLoanAccount(AccountState.LOAN_APPROVED, startDate, 1, loanOffering2);
    Date currentDate = new Date(System.currentTimeMillis());
    // 2010-01-18: JohnW - This use of TestObjectFactory.createSavingsProduct used to break a number of
    // business rules.
    // E.g all the savings products were set up as applicable for Groups and "per individual" which is wrong for
    // centers and clients. In the case of the client being wrongly set up as "Per Individual" it now triggers save
    // collection sheet validation (which checks that the account associated with the client marked "per individual"
    // matches its parent group or center)
    // Also, when creating the center savings accounts (which is effectively "per individual") and the group savings
    // account which is "per individual" the saving_schedule entries for the client are not written (they are in the
    // production code).
    //
    // Considered using/updating the savingsProductBuilder functionality but that doesn't deal with the
    // "per individual" aspect either (update: it does, but still problem with builder creating installments).
    // Decided not to try and fix it up (good deal of effort involved) but rather change the
    // TestObjectFactory.createSavingsProduct to accept a RecommendedAmountUnit parameter.
    // Unfortunately it wouldn't allow a null parameter (which is valid for centers and clients) through so, where
    // necessary, I picked a value that worked for the test but was wrong in a business rule sense (just as its
    // always been).
    // So the savings product test data doesn't adhere to business rules but all tests pass here and in others
    // tests.
    SavingsOfferingBO savingsOffering1 = TestObjectFactory.createSavingsProduct("SavingPrd1", "ased", currentDate, RecommendedAmountUnit.COMPLETE_GROUP);
    SavingsOfferingBO savingsOffering2 = TestObjectFactory.createSavingsProduct("SavingPrd2", "cvdf", currentDate, RecommendedAmountUnit.COMPLETE_GROUP);
    SavingsOfferingBO savingsOffering3 = TestObjectFactory.createSavingsProduct("SavingPrd3", "zxsd", currentDate, RecommendedAmountUnit.COMPLETE_GROUP);
    centerSavingsAccount = TestObjectFactory.createSavingsAccount("43244334", center, Short.valueOf("16"), startDate, savingsOffering1);
    groupSavingsAccount = TestObjectFactory.createSavingsAccount("43234434", group, Short.valueOf("16"), startDate, savingsOffering2);
    clientSavingsAccount = TestObjectFactory.createSavingsAccount("43245434", client, Short.valueOf("16"), startDate, savingsOffering3);
    CollectionSheetEntryDto bulkEntryParent = new CollectionSheetEntryDto(getCusomerView(center), null);
    SavingsAccountDto centerSavingsAccountView = getSavingsAccountView(centerSavingsAccount);
    centerSavingsAccountView.setDepositAmountEntered("100");
    centerSavingsAccountView.setWithDrawalAmountEntered("10");
    bulkEntryParent.addSavingsAccountDetail(centerSavingsAccountView);
    bulkEntryParent.setCustomerAccountDetails(getCustomerAccountView(center));
    CollectionSheetEntryDto bulkEntryChild = new CollectionSheetEntryDto(getCusomerView(group), null);
    LoanAccountDto groupLoanAccountView = getLoanAccountView(groupAccount);
    SavingsAccountDto groupSavingsAccountView = getSavingsAccountView(groupSavingsAccount);
    groupSavingsAccountView.setDepositAmountEntered("100");
    groupSavingsAccountView.setWithDrawalAmountEntered("10");
    bulkEntryChild.addLoanAccountDetails(groupLoanAccountView);
    bulkEntryChild.addSavingsAccountDetail(groupSavingsAccountView);
    bulkEntryChild.setCustomerAccountDetails(getCustomerAccountView(group));
    CollectionSheetEntryDto bulkEntrySubChild = new CollectionSheetEntryDto(getCusomerView(client), null);
    LoanAccountDto clientLoanAccountView = getLoanAccountView(clientAccount);
    clientLoanAccountView.setAmountPaidAtDisbursement(0.0);
    SavingsAccountDto clientSavingsAccountView = getSavingsAccountView(clientSavingsAccount);
    clientSavingsAccountView.setDepositAmountEntered("100");
    clientSavingsAccountView.setWithDrawalAmountEntered("10");
    bulkEntrySubChild.addLoanAccountDetails(clientLoanAccountView);
    bulkEntrySubChild.setAttendence(new Short("2"));
    bulkEntrySubChild.addSavingsAccountDetail(clientSavingsAccountView);
    bulkEntrySubChild.setCustomerAccountDetails(getCustomerAccountView(client));
    bulkEntryChild.addChildNode(bulkEntrySubChild);
    bulkEntryParent.addChildNode(bulkEntryChild);
    LoanAccountsProductDto childView = bulkEntryChild.getLoanAccountDetails().get(0);
    childView.setPrdOfferingId(groupLoanAccountView.getPrdOfferingId());
    childView.setEnteredAmount("100.0");
    LoanAccountsProductDto subchildView = bulkEntrySubChild.getLoanAccountDetails().get(0);
    subchildView.setDisBursementAmountEntered(clientAccount.getLoanAmount().toString());
    subchildView.setPrdOfferingId(clientLoanAccountView.getPrdOfferingId());
    ProductDto loanOfferingDto = new ProductDto(loanOffering1.getPrdOfferingId(), loanOffering1.getPrdOfferingShortName());
    ProductDto loanOfferingDto2 = new ProductDto(loanOffering2.getPrdOfferingId(), loanOffering2.getPrdOfferingShortName());
    List<ProductDto> loanProducts = Arrays.asList(loanOfferingDto, loanOfferingDto2);
    ProductDto savingsOfferingDto = new ProductDto(savingsOffering1.getPrdOfferingId(), savingsOffering1.getPrdOfferingShortName());
    ProductDto savingsOfferingDto2 = new ProductDto(savingsOffering2.getPrdOfferingId(), savingsOffering2.getPrdOfferingShortName());
    ProductDto savingsOfferingDto3 = new ProductDto(savingsOffering3.getPrdOfferingId(), savingsOffering3.getPrdOfferingShortName());
    List<ProductDto> savingsProducts = Arrays.asList(savingsOfferingDto, savingsOfferingDto2, savingsOfferingDto3);
    final PersonnelDto loanOfficer = getPersonnelView(center.getPersonnel());
    final OfficeDetailsDto officeDetailsDto = null;
    final List<CustomValueListElementDto> attendanceTypesList = new ArrayList<CustomValueListElementDto>();
    bulkEntryParent.setCountOfCustomers(3);
    final CollectionSheetEntryGridDto bulkEntry = new CollectionSheetEntryGridDto(bulkEntryParent, loanOfficer, officeDetailsDto, getPaymentTypeView(), startDate, "324343242", startDate, loanProducts, savingsProducts, attendanceTypesList);
    return bulkEntry;
}

Example 45 with SavingsOfferingBO

use of org.mifos.accounts.productdefinition.business.SavingsOfferingBO in project head by mifos.

the class CustomerPersistenceIntegrationTest method getCustomer.

private void getCustomer() throws Exception {
    Date startDate = new Date(System.currentTimeMillis());
    MeetingBO meeting = TestObjectFactory.createMeeting(TestObjectFactory.getTypicalMeeting());
    center = TestObjectFactory.createWeeklyFeeCenter("Center", meeting);
    group = TestObjectFactory.createWeeklyFeeGroupUnderCenter("Group", CustomerStatus.GROUP_ACTIVE, center);
    client = TestObjectFactory.createClient("Client", CustomerStatus.CLIENT_ACTIVE, group);
    LoanOfferingBO loanOffering1 = TestObjectFactory.createLoanOffering("Loanwer", "43fs", startDate, meeting);
    LoanOfferingBO loanOffering2 = TestObjectFactory.createLoanOffering("Loancd123", "vfr", startDate, meeting);
    groupAccount = TestObjectFactory.createLoanAccount("42423142341", group, AccountState.LOAN_ACTIVE_IN_GOOD_STANDING, startDate, loanOffering1);
    clientAccount = TestObjectFactory.createLoanAccount("3243", client, AccountState.LOAN_ACTIVE_IN_GOOD_STANDING, startDate, loanOffering2);
    MeetingBO meetingIntCalc = TestObjectFactory.createMeeting(TestObjectFactory.getTypicalMeeting());
    MeetingBO meetingIntPost = TestObjectFactory.createMeeting(TestObjectFactory.getTypicalMeeting());
    SavingsOfferingBO savingsOffering = TestObjectFactory.createSavingsProduct("SavingPrd12", "abc1", startDate, RecommendedAmountUnit.COMPLETE_GROUP, meetingIntCalc, meetingIntPost);
    SavingsOfferingBO savingsOffering1 = TestObjectFactory.createSavingsProduct("SavingPrd11", "abc2", startDate, RecommendedAmountUnit.COMPLETE_GROUP, meetingIntCalc, meetingIntPost);
    centerSavingsAccount = TestObjectFactory.createSavingsAccount("432434", center, Short.valueOf("16"), startDate, savingsOffering);
    clientSavingsAccount = TestObjectFactory.createSavingsAccount("432434", client, Short.valueOf("16"), startDate, savingsOffering1);
}