Examples with SavingsBO org.mifos.accounts.savings.business.SavingsBO used on opensource projects

Example 46 with SavingsBO

use of org.mifos.accounts.savings.business.SavingsBO in project head by mifos.

the class SavingsServiceFacadeWebTier method retrieveDepositDueDetails.

@Override
public SavingsAccountDepositDueDto retrieveDepositDueDetails(String globalAccountNum) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findBySystemId(globalAccountNum);
    try {
        personnelDao.checkAccessPermission(userContext, savingsAccount.getOfficeId(), savingsAccount.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException(e.getMessage(), e);
    }
    List<DueOnDateDto> previousDueDates = new ArrayList<DueOnDateDto>();
    SavingsScheduleEntity nextInstallment = (SavingsScheduleEntity) savingsAccount.getDetailsOfNextInstallment();
    Money totalDepositDue = Money.zero(savingsAccount.getCurrency());
    LocalDate nextDueDate = new LocalDate();
    if (nextInstallment != null) {
        nextDueDate = new LocalDate(nextInstallment.getActionDate());
        totalDepositDue = nextInstallment.getTotalDepositDue();
    }
    List<AccountActionDateEntity> scheduledDeposits = savingsAccount.getAccountActionDatesSortedByInstallmentId();
    for (AccountActionDateEntity scheduledDeposit : scheduledDeposits) {
        if (!scheduledDeposit.isPaid() && scheduledDeposit.isBefore(nextDueDate)) {
            SavingsScheduleEntity savingsScheduledDeposit = (SavingsScheduleEntity) scheduledDeposit;
            previousDueDates.add(new DueOnDateDto(scheduledDeposit.getActionDate(), MoneyUtils.currencyRound(savingsScheduledDeposit.getTotalDepositDue()).toString()));
        }
    }
    DueOnDateDto nextDueDetail = new DueOnDateDto(new java.sql.Date(nextDueDate.toDateMidnight().toDate().getTime()), MoneyUtils.currencyRound(totalDepositDue).toString());
    AccountStateEntity accountStateEntity = savingsAccount.getAccountState();
    return new SavingsAccountDepositDueDto(nextDueDetail, previousDueDates, accountStateEntity.getId(), accountStateEntity.getName());
}

Example 47 with SavingsBO

use of org.mifos.accounts.savings.business.SavingsBO in project head by mifos.

the class SavingsServiceFacadeWebTier method waiveNextDepositAmountDue.

@Override
public void waiveNextDepositAmountDue(Long savingsId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    savingsAccount.updateDetails(userContext);
    PersonnelBO loggedInUser = this.personnelDao.findPersonnelById(userContext.getId());
    try {
        this.transactionHelper.startTransaction();
        savingsAccount.waiveNextDepositAmountDue(loggedInUser);
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.commitTransaction();
    } 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();
    }
}

Example 48 with SavingsBO

use of org.mifos.accounts.savings.business.SavingsBO in project head by mifos.

the class SavingsServiceFacadeWebTier method recalculateInterestPostings.

private void recalculateInterestPostings(Integer accountId, LocalDate affectingPaymentDate) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    SavingsBO account = this.savingsDao.findById(accountId);
    Date paymentDate = affectingPaymentDate.toDateMidnight().toDate();
    int removedPostings = account.countInterestPostingsForRecalculation(paymentDate);
    if (removedPostings > 0) {
        this.savingsDao.prepareForInterestRecalculation(account, paymentDate);
        this.transactionHelper.flushSession();
        for (int i = 0; i < removedPostings; i++) {
            postInterestForAccount(accountId, userContext, createdBy, true);
        }
    }
}

Example 49 with SavingsBO

use of org.mifos.accounts.savings.business.SavingsBO in project head by mifos.

the class SavingsServiceFacadeWebTier method createSavingsAccount.

@Override
public Long createSavingsAccount(SavingsAccountCreationDto savingsAccountCreation, List<QuestionGroupDetail> questionGroups) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    LocalDate createdDate = new LocalDate();
    Integer createdById = user.getUserId();
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(createdById.shortValue());
    CustomerBO customer = this.customerDao.findCustomerById(savingsAccountCreation.getCustomerId());
    SavingsOfferingBO savingsProduct = this.savingsProductDao.findById(savingsAccountCreation.getProductId());
    Money recommendedOrMandatory = new Money(savingsProduct.getCurrency(), savingsAccountCreation.getRecommendedOrMandatoryAmount());
    AccountState savingsAccountState = AccountState.fromShort(savingsAccountCreation.getAccountState());
    CalendarEvent calendarEvents = this.holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
    SavingsAccountTypeInspector savingsAccountWrapper = new SavingsAccountTypeInspector(customer, savingsProduct.getRecommendedAmntUnit());
    try {
        SavingsBO savingsAccount = null;
        if (savingsAccountWrapper.isIndividualSavingsAccount()) {
            savingsAccount = SavingsBO.createIndividalSavingsAccount(customer, savingsProduct, recommendedOrMandatory, savingsAccountState, createdDate, createdById, calendarEvents, createdBy);
        } else if (savingsAccountWrapper.isJointSavingsAccountWithClientTracking()) {
            List<CustomerBO> activeAndOnHoldClients = new CustomerPersistence().getActiveAndOnHoldChildren(customer.getSearchId(), customer.getOfficeId(), CustomerLevel.CLIENT);
            savingsAccount = SavingsBO.createJointSavingsAccount(customer, savingsProduct, recommendedOrMandatory, savingsAccountState, createdDate, createdById, calendarEvents, createdBy, activeAndOnHoldClients);
        }
        try {
            personnelDao.checkAccessPermission(userContext, savingsAccount.getOfficeId(), savingsAccount.getCustomer().getLoanOfficerId());
        } catch (AccountException e) {
            throw new MifosRuntimeException("Access denied!", e);
        }
        this.transactionHelper.startTransaction();
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.flushSession();
        savingsAccount.generateSystemId(createdBy.getOffice().getGlobalOfficeNum());
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.flushSession();
        // save question groups
        if (!questionGroups.isEmpty()) {
            Integer eventSourceId = questionnaireServiceFacade.getEventSourceId("Create", "Savings");
            QuestionGroupDetails questionGroupDetails = new QuestionGroupDetails(Integer.valueOf(user.getUserId()).shortValue(), savingsAccount.getAccountId(), eventSourceId, questionGroups);
            questionnaireServiceFacade.saveResponses(questionGroupDetails);
        }
        this.transactionHelper.commitTransaction();
        return savingsAccount.getAccountId().longValue();
    } 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();
    }
}

Example 50 with SavingsBO

use of org.mifos.accounts.savings.business.SavingsBO in project head by mifos.

the class SavingsServiceFacadeWebTier method retrieveAccountStatuses.

@Override
public AccountStatusDto retrieveAccountStatuses(Long savingsId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    try {
        List<ListElement> savingsStatesList = new ArrayList<ListElement>();
        AccountStateMachines.getInstance().initializeSavingsStates();
        List<AccountStateEntity> statusList = AccountStateMachines.getInstance().getSavingsStatusList(savingsAccount.getAccountState());
        for (AccountStateEntity accountState : statusList) {
            savingsStatesList.add(new ListElement(accountState.getId().intValue(), accountState.getName()));
        }
        return new AccountStatusDto(savingsStatesList);
    } catch (StatesInitializationException e) {
        throw new MifosRuntimeException(e);
    }
}