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Example 1 with SavingsType

use of org.mifos.accounts.productdefinition.util.helpers.SavingsType 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 2 with SavingsType

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

the class DepositAccountingEntryTest method testBuildAccountEntryDepositIntoVoluntarySavings.

@Test
public void testBuildAccountEntryDepositIntoVoluntarySavings() throws FinancialException {
    SavingsType savingsType = SavingsType.VOLUNTARY;
    GLCategoryType bankCategoryType = GLCategoryType.ASSET;
    GLCategoryType savingsCategoryType = GLCategoryType.LIABILITY;
    FinancialActionConstants financialActionConstant = FinancialActionConstants.VOLUNTARYDEPOSIT;
    setupVoluntaryForOneTest(savingsType, bankCategoryType, savingsCategoryType, financialActionConstant);
    doBuild(new DepositAccountingEntry(), mockedFinancialBusinessService, mockedFinancialActivity);
    // verify the two transactions created
    verifyCreatedTransactions(depositAmount, mockedFinancialActivity, mockedIncomingTransaction, mockedFinancialAction, mockedBankGLCode, mockedSavingsDepositGLCode, bankCategoryType, FinancialConstants.DEBIT, savingsCategoryType, FinancialConstants.CREDIT);
}
Also used : FinancialActionConstants(org.mifos.accounts.financial.util.helpers.FinancialActionConstants) GLCategoryType(org.mifos.accounts.financial.business.GLCategoryType) SavingsType(org.mifos.accounts.productdefinition.util.helpers.SavingsType) Test(org.junit.Test)

Example 3 with SavingsType

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

the class DepositAccountingEntryTest method testBuildAccountEntryDepositIntoMandatorySavings.

@Test
public void testBuildAccountEntryDepositIntoMandatorySavings() throws FinancialException {
    SavingsType savingsType = SavingsType.MANDATORY;
    GLCategoryType bankCategoryType = GLCategoryType.ASSET;
    GLCategoryType savingsCategoryType = GLCategoryType.LIABILITY;
    FinancialActionConstants financialActionConstant = FinancialActionConstants.MANDATORYDEPOSIT;
    setupMandatoryForOneTest(savingsType, bankCategoryType, savingsCategoryType, financialActionConstant);
    doBuild(new DepositAccountingEntry(), mockedFinancialBusinessService, mockedFinancialActivity);
    verifyCreatedTransactions(depositAmount, mockedFinancialActivity, mockedIncomingTransaction, mockedFinancialAction, mockedBankGLCode, mockedSavingsDepositGLCode, bankCategoryType, FinancialConstants.DEBIT, savingsCategoryType, FinancialConstants.CREDIT);
}
Also used : FinancialActionConstants(org.mifos.accounts.financial.util.helpers.FinancialActionConstants) GLCategoryType(org.mifos.accounts.financial.business.GLCategoryType) SavingsType(org.mifos.accounts.productdefinition.util.helpers.SavingsType) Test(org.junit.Test)

Aggregations

SavingsType (org.mifos.accounts.productdefinition.util.helpers.SavingsType)3 Test (org.junit.Test)2 GLCategoryType (org.mifos.accounts.financial.business.GLCategoryType)2 FinancialActionConstants (org.mifos.accounts.financial.util.helpers.FinancialActionConstants)2 BigDecimal (java.math.BigDecimal)1 Date (java.util.Date)1 DateTime (org.joda.time.DateTime)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 RecommendedAmountUnit (org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit)1 MifosCurrency (org.mifos.application.master.business.MifosCurrency)1 MeetingBO (org.mifos.application.meeting.business.MeetingBO)1