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

Example 61 with SavingsBO

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

the class ClientBO method createDepositSchedule.

/**
     * delete when usage in constructor is removed...
     */
@Deprecated
public void createDepositSchedule(final List<Days> workingDays, final List<Holiday> holidays) throws CustomerException {
    try {
        if (getParentCustomer() != null) {
            List<SavingsBO> savingsList = getCustomerPersistence().retrieveSavingsAccountForCustomer(getParentCustomer().getCustomerId());
            if (getParentCustomer().getParentCustomer() != null) {
                savingsList.addAll(getCustomerPersistence().retrieveSavingsAccountForCustomer(getParentCustomer().getParentCustomer().getCustomerId()));
            }
            for (SavingsBO savings : savingsList) {
                savings.setUserContext(getUserContext());
                savings.generateAndUpdateDepositActionsForClient(this, workingDays, holidays);
            }
        }
    } catch (PersistenceException pe) {
        throw new CustomerException(pe);
    } catch (AccountException ae) {
        throw new CustomerException(ae);
    }
}

Example 62 with SavingsBO

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

the class CustomerServiceImpl method createCustomer.

private void createCustomer(CustomerBO customer, MeetingBO meeting, List<AccountFeesEntity> accountFees) {
    try {
        this.hibernateTransactionHelper.startTransaction();
        this.customerDao.save(customer);
        this.hibernateTransactionHelper.flushSession();
        // must first be saved via the customer save.
        for (AccountBO account : customer.getAccounts()) {
            if (account.isSavingsAccount()) {
                SavingsBO savingsAccount = (SavingsBO) account;
                savingsAccount.setUserContext(customer.getUserContext());
                savingsAccount.generateSystemId(customer.getOffice().getGlobalOfficeNum());
            }
        }
        this.customerDao.save(customer);
        this.hibernateTransactionHelper.flushSession();
        CalendarEvent applicableCalendarEvents = this.holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
        CustomerAccountBO customerAccount = this.customerAccountFactory.create(customer, accountFees, meeting, applicableCalendarEvents);
        customer.addAccount(customerAccount);
        this.customerDao.save(customer);
        this.hibernateTransactionHelper.flushSession();
        if (customer.getParentCustomer() != null) {
            this.customerDao.save(customer.getParentCustomer());
        }
        customer.generateGlobalCustomerNumber();
        customer.generateSearchId();
        this.customerDao.save(customer);
        if (customer.getParentCustomer() != null) {
            this.customerDao.save(customer.getParentCustomer());
        }
        this.hibernateTransactionHelper.commitTransaction();
    } catch (Exception e) {
        this.hibernateTransactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    }
}

Example 63 with SavingsBO

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

the class CustomerServiceImpl method changeStatus.

private void changeStatus(CustomerBO customer, CustomerStatus oldStatus, CustomerStatus newStatus) throws CustomerException {
    Short oldStatusId = oldStatus.getValue();
    Short newStatusId = newStatus.getValue();
    if (customer.isClient()) {
        ClientBO client = (ClientBO) customer;
        if (client.isActiveForFirstTime(oldStatusId, newStatusId)) {
            if (client.getParentCustomer() != null) {
                CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(client, client.getParentCustomer());
                client.addCustomerHierarchy(hierarchy);
            }
            CalendarEvent applicableCalendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
            List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>(customer.getCustomerAccount().getAccountFees());
            client.getCustomerAccount().createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(customer, accountFees, customer.getCustomerMeetingValue(), applicableCalendarEvents, new DateMidnight().toDateTime());
            client.setCustomerActivationDate(new DateTimeService().getCurrentJavaDateTime());
            if (client.getOfferingsAssociatedInCreate() != null) {
                for (ClientInitialSavingsOfferingEntity clientOffering : client.getOfferingsAssociatedInCreate()) {
                    try {
                        SavingsOfferingBO savingsOffering = savingsProductDao.findById(clientOffering.getSavingsOffering().getPrdOfferingId().intValue());
                        if (savingsOffering.isActive()) {
                            List<CustomFieldDto> customerFieldsForSavings = new ArrayList<CustomFieldDto>();
                            client.addAccount(new SavingsBO(client.getUserContext(), savingsOffering, client, AccountState.SAVINGS_ACTIVE, savingsOffering.getRecommendedAmount(), customerFieldsForSavings));
                        }
                    } catch (AccountException pe) {
                        throw new CustomerException(pe);
                    }
                }
            }
            new SavingsPersistence().persistSavingAccounts(client);
            try {
                if (client.getParentCustomer() != null) {
                    List<SavingsBO> savingsList = new CustomerPersistence().retrieveSavingsAccountForCustomer(client.getParentCustomer().getCustomerId());
                    if (client.getParentCustomer().getParentCustomer() != null) {
                        savingsList.addAll(new CustomerPersistence().retrieveSavingsAccountForCustomer(client.getParentCustomer().getParentCustomer().getCustomerId()));
                    }
                    for (SavingsBO savings : savingsList) {
                        savings.setUserContext(client.getUserContext());
                        if (client.getCustomerMeeting().getMeeting() != null) {
                            if (!(savings.getCustomer().getLevel() == CustomerLevel.GROUP && savings.getRecommendedAmntUnit().getId().equals(RecommendedAmountUnit.COMPLETE_GROUP.getValue()))) {
                                DateTime today = new DateTime().toDateMidnight().toDateTime();
                                savings.generateDepositAccountActions(client, client.getCustomerMeeting().getMeeting(), applicableCalendarEvents.getWorkingDays(), applicableCalendarEvents.getHolidays(), today);
                                savings.update();
                            }
                        }
                    }
                }
            } catch (PersistenceException pe) {
                throw new CustomerException(pe);
            } catch (AccountException ae) {
                throw new CustomerException(ae);
            }
        }
    }
}

Example 64 with SavingsBO

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

the class CustomerBO method getSavingsBalance.

public Money getSavingsBalance(MifosCurrency currency) {
    Money amount = new Money(currency);
    for (AccountBO account : getAccounts()) {
        if (account.getType() == AccountTypes.SAVINGS_ACCOUNT) {
            SavingsBO savingsBO = (SavingsBO) account;
            amount = amount.add(savingsBO.getSavingsBalance());
        }
    }
    return amount;
}

Example 65 with SavingsBO

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

the class EditStatusAction method load.

@TransactionDemarcate(joinToken = true)
public ActionForward load(ActionMapping mapping, ActionForm form, HttpServletRequest request, @SuppressWarnings("unused") HttpServletResponse response) throws Exception {
    EditStatusActionForm actionForm = (EditStatusActionForm) form;
    actionForm.setSelectedItems(null);
    actionForm.setNotes(null);
    actionForm.setNewStatusId(null);
    actionForm.setFlagId(null);
    actionForm.setQuestionGroups(null);
    actionForm.setTransactionDate(DateUtils.makeDateAsSentFromBrowser());
    actionForm.setAllowBackDatedApprovals(AccountingRules.isBackDatedApprovalAllowed());
    request.getSession().removeAttribute(Constants.BUSINESS_KEY);
    UserContext userContext = getUserContext(request);
    Integer accountId = Integer.valueOf(actionForm.getAccountId());
    AccountBO accountBO = new AccountBusinessService().getAccount(accountId);
    java.util.Date lastPaymentDate = new java.util.Date(0);
    AccountPaymentEntity lastPayment = accountBO.findMostRecentNonzeroPaymentByPaymentDate();
    if (lastPayment != null) {
        lastPaymentDate = lastPayment.getPaymentDate();
    }
    actionForm.setLastPaymentDate(lastPaymentDate);
    if (accountBO.isLoanAccount() || accountBO.isGroupLoanAccount()) {
        // NOTE - not using dto values at present but available when ui is refactored away from jsp
        AccountStatusDto accountStatuses = this.loanAccountServiceFacade.retrieveAccountStatuses(accountId.longValue());
        LoanBO loanAccount = this.loanDao.findById(accountId);
        EditStatusActionForm editStatusActionForm = (EditStatusActionForm) form;
        editStatusActionForm.setAccountTypeId(AccountTypes.LOAN_ACCOUNT.getValue().toString());
        editStatusActionForm.setCurrentStatusId(loanAccount.getAccountState().getId().toString());
        editStatusActionForm.setGlobalAccountNum(loanAccount.getGlobalAccountNum());
        editStatusActionForm.setAccountName(loanAccount.getLoanOffering().getPrdOfferingName());
        if (loanAccount.isGroupLoanAccount() && loanAccount.getParentAccount() == null) {
            editStatusActionForm.setInput("grouploan");
        } else {
            editStatusActionForm.setInput("loan");
        }
        if (loanAccount.getAccountState().getId().equals(Short.valueOf("2"))) {
            List<AdminDocumentBO> allAdminDocuments = legacyAdminDocumentDao.getAllActiveAdminDocuments();
            List<AdminDocumentBO> loanAdminDocuments = new ArrayList();
            for (AdminDocumentBO adminDocumentBO : allAdminDocuments) {
                List<AdminDocAccStateMixBO> admindoclist = legacyAdminDocAccStateMixDao.getMixByAdminDocuments(adminDocumentBO.getAdmindocId());
                if (!loanAdminDocuments.contains(adminDocumentBO) && admindoclist.size() > 0 && admindoclist.get(0).getAccountStateID().getPrdType().getProductTypeID().equals(loanAccount.getType().getValue().shortValue())) {
                    for (AdminDocAccStateMixBO admindoc : admindoclist) {
                        if (admindoc.getAccountStateID().getId().shortValue() == loanAccount.getAccountState().getId().shortValue()) {
                            loanAdminDocuments.add(adminDocumentBO);
                        }
                    }
                }
            }
            SessionUtils.setCollectionAttribute("editAccountStatusDocumentsList", loanAdminDocuments, request);
        } else {
            SessionUtils.setCollectionAttribute("editAccountStatusDocumentsList", null, request);
        }
    }
    if (accountBO.isSavingsAccount()) {
        // NOTE - not using dto values at present but available when ui is refactored away from jsp
        AccountStatusDto accountStatuses = this.savingsServiceFacade.retrieveAccountStatuses(accountId.longValue());
        SavingsBO savingsAccount = this.savingsDao.findById(accountId.longValue());
        EditStatusActionForm editStatusActionForm = (EditStatusActionForm) form;
        editStatusActionForm.setAccountTypeId(AccountTypes.SAVINGS_ACCOUNT.getValue().toString());
        editStatusActionForm.setCurrentStatusId(savingsAccount.getAccountState().getId().toString());
        editStatusActionForm.setGlobalAccountNum(savingsAccount.getGlobalAccountNum());
        editStatusActionForm.setAccountName(savingsAccount.getSavingsOffering().getPrdOfferingName());
        editStatusActionForm.setInput("savings");
    }
    List<AccountStateEntity> accountStatuses = new AccountBusinessService().getStatusList(accountBO.getAccountState(), accountBO.getType(), userContext.getLocaleId());
    for (AccountStateEntity customerStatusEntity : accountStatuses) {
        for (AccountStateFlagEntity flag : customerStatusEntity.getFlagSet()) {
            String statusMessageText = ApplicationContextProvider.getBean(MessageLookup.class).lookup(flag.getLookUpValue().getPropertiesKey());
            flag.setStatusFlagMessageText(statusMessageText);
        }
    }
    SessionUtils.setAttribute(Constants.BUSINESS_KEY, accountBO, request);
    SessionUtils.setCollectionAttribute(SavingsConstants.STATUS_LIST, accountStatuses, request);
    return mapping.findForward(ActionForwards.load_success.toString());
}