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Example 1 with RecommendedAmountUnit

use of org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit in project head by mifos.

the class SavingsBO method createIndividalSavingsAccount.

/**
     * Responsible for creating savings account in valid initial state.
     */
public static SavingsBO createIndividalSavingsAccount(CustomerBO customer, SavingsOfferingBO savingsProduct, Money recommendedOrMandatoryAmount, AccountState savingsAccountState, LocalDate createdDate, Integer createdById, CalendarEvent calendarEvents, PersonnelBO createdBy) {
    LocalDate activationDate = new LocalDate();
    SavingsAccountActivationDetail activationDetails = determineAccountActivationDetails(customer, savingsProduct, recommendedOrMandatoryAmount, savingsAccountState, calendarEvents, activationDate);
    Money startingBalance = Money.zero(savingsProduct.getCurrency());
    RecommendedAmountUnit recommendedAmountUnit = RecommendedAmountUnit.COMPLETE_GROUP;
    CreationDetail creationDetail = new CreationDetail(createdDate.toDateMidnight().toDateTime(), createdById);
    SavingsBO savingsAccount = new SavingsBO(savingsAccountState, customer, activationDetails, creationDetail, savingsProduct, recommendedAmountUnit, recommendedOrMandatoryAmount, createdBy, startingBalance);
    return savingsAccount;
}
Also used : Money(org.mifos.framework.util.helpers.Money) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) LocalDate(org.joda.time.LocalDate) RecommendedAmountUnit(org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit)

Example 2 with RecommendedAmountUnit

use of org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit in project head by mifos.

the class SavingsBO method createJointSavingsAccount.

public static SavingsBO createJointSavingsAccount(CustomerBO customer, SavingsOfferingBO savingsProduct, Money recommendedOrMandatoryAmount, AccountState savingsAccountState, LocalDate createdDate, Integer createdById, CalendarEvent calendarEvents, PersonnelBO createdBy, List<CustomerBO> activeAndOnHoldClients) {
    SavingsAccountActivationDetail activationDetails = determineAccountActivationDetails(customer, savingsProduct, recommendedOrMandatoryAmount, savingsAccountState, calendarEvents, activeAndOnHoldClients);
    Money startingBalance = Money.zero(savingsProduct.getCurrency());
    RecommendedAmountUnit recommendedAmountUnit = RecommendedAmountUnit.PER_INDIVIDUAL;
    CreationDetail creationDetail = new CreationDetail(createdDate.toDateMidnight().toDateTime(), createdById);
    SavingsBO savingsAccount = new SavingsBO(savingsAccountState, customer, activationDetails, creationDetail, savingsProduct, recommendedAmountUnit, recommendedOrMandatoryAmount, createdBy, startingBalance);
    return savingsAccount;
}
Also used : Money(org.mifos.framework.util.helpers.Money) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) RecommendedAmountUnit(org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit)

Example 3 with RecommendedAmountUnit

use of org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit in project head by mifos.

the class SavingsProductAssembler method fromDto.

public SavingsOfferingBO fromDto(MifosUser user, SavingsProductDto savingsProductRequest) {
    try {
        // FIXME - keithw - this is general assembler common to both savings and loans i.e. all products. so
        // ProductDao and ProductAssembler
        ProductDetailsDto productDetails = savingsProductRequest.getProductDetails();
        String name = productDetails.getName();
        String shortName = productDetails.getShortName();
        String description = productDetails.getDescription();
        Integer category = productDetails.getCategory();
        ProductCategoryBO productCategory = this.loanProductDao.findActiveProductCategoryById(category);
        DateTime startDate = productDetails.getStartDate();
        DateTime endDate = productDetails.getEndDate();
        ApplicableTo applicableTo = ApplicableTo.fromInt(productDetails.getApplicableFor());
        PrdApplicableMasterEntity applicableToEntity = this.loanProductDao.findApplicableProductType(applicableTo);
        PrdStatusEntity activeStatus = new PrdOfferingPersistence().getPrdStatus(PrdStatus.SAVINGS_ACTIVE);
        PrdStatusEntity inActiveStatus = new PrdOfferingPersistence().getPrdStatus(PrdStatus.SAVINGS_INACTIVE);
        PrdStatusEntity selectedStatus = activeStatus;
        if (productDetails.getStatus() != null && inActiveStatus.getOfferingStatusId().equals(productDetails.getStatus().shortValue())) {
            selectedStatus = inActiveStatus;
        }
        String globalNum = generateProductGlobalNum(user);
        // savings specific
        SavingsType savingsType = SavingsType.fromInt(savingsProductRequest.getDepositType());
        SavingsTypeEntity savingsTypeEntity = this.loanProductDao.retrieveSavingsType(savingsType);
        RecommendedAmntUnitEntity recommendedAmntUnitEntity = null;
        if (savingsProductRequest.getGroupMandatorySavingsType() != null) {
            RecommendedAmountUnit recommendedAmountType = RecommendedAmountUnit.fromInt(savingsProductRequest.getGroupMandatorySavingsType());
            recommendedAmntUnitEntity = this.loanProductDao.retrieveRecommendedAmountType(recommendedAmountType);
        }
        Money amountForDeposit = new Money(Money.getDefaultCurrency(), BigDecimal.valueOf(savingsProductRequest.getAmountForDeposit()));
        Money maxWithdrawal = new Money(Money.getDefaultCurrency(), BigDecimal.valueOf(savingsProductRequest.getMaxWithdrawal()));
        // interest specific
        BigDecimal interestRate = savingsProductRequest.getInterestRate();
        InterestCalcType interestCalcType = InterestCalcType.fromInt(savingsProductRequest.getInterestCalculationType());
        InterestCalcTypeEntity interestCalcTypeEntity = this.savingsProductDao.retrieveInterestCalcType(interestCalcType);
        RecurrenceType recurrence = RecurrenceType.fromInt(savingsProductRequest.getInterestCalculationFrequencyPeriod().shortValue());
        Integer every = savingsProductRequest.getInterestCalculationFrequency();
        MeetingBO interestCalculationMeeting = new MeetingBO(recurrence, every.shortValue(), new Date(), MeetingType.SAVINGS_INTEREST_CALCULATION_TIME_PERIOD);
        Integer interestPostingEveryMonthFreq = savingsProductRequest.getInterestPostingFrequency();
        RecurrenceType interestPostingRecurrenceType = null;
        if (savingsProductRequest.isDailyPosting()) {
            interestPostingRecurrenceType = RecurrenceType.DAILY;
        } else {
            interestPostingRecurrenceType = RecurrenceType.MONTHLY;
        }
        MeetingBO interestPostingMeeting = new MeetingBO(interestPostingRecurrenceType, interestPostingEveryMonthFreq.shortValue(), new Date(), MeetingType.SAVINGS_INTEREST_POSTING);
        Money minAmountForCalculation = new Money(Money.getDefaultCurrency(), savingsProductRequest.getMinBalanceForInterestCalculation());
        GLCodeEntity depositGlEntity = this.generalLedgerDao.findGlCodeById(savingsProductRequest.getDepositGlCode().shortValue());
        GLCodeEntity interestGlEntity = this.generalLedgerDao.findGlCodeById(savingsProductRequest.getInterestGlCode().shortValue());
        MifosCurrency currency = Money.getDefaultCurrency();
        return SavingsOfferingBO.createNew(user.getUserId(), globalNum, name, shortName, description, productCategory, startDate, endDate, applicableToEntity, currency, selectedStatus, savingsTypeEntity, recommendedAmntUnitEntity, amountForDeposit, maxWithdrawal, interestRate, interestCalcTypeEntity, interestCalculationMeeting, interestPostingMeeting, minAmountForCalculation, depositGlEntity, interestGlEntity);
    } catch (PersistenceException e) {
        throw new MifosRuntimeException(e);
    } catch (MeetingException e) {
        throw new MifosRuntimeException(e);
    }
}
Also used : PrdOfferingPersistence(org.mifos.accounts.productdefinition.persistence.PrdOfferingPersistence) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ProductDetailsDto(org.mifos.dto.domain.ProductDetailsDto) DateTime(org.joda.time.DateTime) Money(org.mifos.framework.util.helpers.Money) MifosCurrency(org.mifos.application.master.business.MifosCurrency) RecommendedAmountUnit(org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit) InterestCalcType(org.mifos.accounts.productdefinition.util.helpers.InterestCalcType) ProductCategoryBO(org.mifos.accounts.productdefinition.business.ProductCategoryBO) InterestCalcTypeEntity(org.mifos.accounts.productdefinition.business.InterestCalcTypeEntity) RecurrenceType(org.mifos.application.meeting.util.helpers.RecurrenceType) GLCodeEntity(org.mifos.accounts.financial.business.GLCodeEntity) RecommendedAmntUnitEntity(org.mifos.accounts.productdefinition.business.RecommendedAmntUnitEntity) BigDecimal(java.math.BigDecimal) Date(java.util.Date) ApplicableTo(org.mifos.accounts.productdefinition.util.helpers.ApplicableTo) SavingsTypeEntity(org.mifos.accounts.productdefinition.business.SavingsTypeEntity) MeetingException(org.mifos.application.meeting.exceptions.MeetingException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) PrdStatusEntity(org.mifos.accounts.productdefinition.business.PrdStatusEntity) PrdApplicableMasterEntity(org.mifos.accounts.productdefinition.business.PrdApplicableMasterEntity) SavingsType(org.mifos.accounts.productdefinition.util.helpers.SavingsType) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 4 with RecommendedAmountUnit

use of org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit in project head by mifos.

the class SavingsBO method createOpeningBalanceIndividualSavingsAccount.

/**
     * Responsible for creating savings account in valid initial state.
     */
public static SavingsBO createOpeningBalanceIndividualSavingsAccount(CustomerBO customer, SavingsOfferingBO savingsProduct, Money recommendedOrMandatoryAmount, AccountState savingsAccountState, LocalDate createdDate, Integer createdById, SavingsAccountActivationDetail activationDetails, PersonnelBO createdBy, Money openingBalance) {
    RecommendedAmountUnit recommendedAmountUnit = RecommendedAmountUnit.COMPLETE_GROUP;
    CreationDetail creationDetail = new CreationDetail(createdDate.toDateMidnight().toDateTime(), createdById);
    SavingsBO savingsAccount = new SavingsBO(savingsAccountState, customer, activationDetails, creationDetail, savingsProduct, recommendedAmountUnit, recommendedOrMandatoryAmount, createdBy, openingBalance);
    return savingsAccount;
}
Also used : CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) RecommendedAmountUnit(org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit)

Aggregations

RecommendedAmountUnit (org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit)4 CreationDetail (org.mifos.clientportfolio.newloan.domain.CreationDetail)3 Money (org.mifos.framework.util.helpers.Money)3 BigDecimal (java.math.BigDecimal)1 Date (java.util.Date)1 DateTime (org.joda.time.DateTime)1 LocalDate (org.joda.time.LocalDate)1 GLCodeEntity (org.mifos.accounts.financial.business.GLCodeEntity)1 InterestCalcTypeEntity (org.mifos.accounts.productdefinition.business.InterestCalcTypeEntity)1 PrdApplicableMasterEntity (org.mifos.accounts.productdefinition.business.PrdApplicableMasterEntity)1 PrdStatusEntity (org.mifos.accounts.productdefinition.business.PrdStatusEntity)1 ProductCategoryBO (org.mifos.accounts.productdefinition.business.ProductCategoryBO)1 RecommendedAmntUnitEntity (org.mifos.accounts.productdefinition.business.RecommendedAmntUnitEntity)1 SavingsTypeEntity (org.mifos.accounts.productdefinition.business.SavingsTypeEntity)1 PrdOfferingPersistence (org.mifos.accounts.productdefinition.persistence.PrdOfferingPersistence)1 ApplicableTo (org.mifos.accounts.productdefinition.util.helpers.ApplicableTo)1 InterestCalcType (org.mifos.accounts.productdefinition.util.helpers.InterestCalcType)1 SavingsType (org.mifos.accounts.productdefinition.util.helpers.SavingsType)1 MifosCurrency (org.mifos.application.master.business.MifosCurrency)1 MeetingBO (org.mifos.application.meeting.business.MeetingBO)1