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

Example 36 with SavingsBO

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

the class SavingsServiceFacadeWebTier method retrieveClosingDetails.

@Override
public SavingsAccountClosureDto retrieveClosingDetails(Long savingsId, LocalDate closureDate) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    InterestScheduledEvent postingSchedule = savingsInterestScheduledEventFactory.createScheduledEventFrom(savingsAccount.getInterestPostingMeeting());
    LocalDate nextPostingDate = new LocalDate(savingsAccount.getNextIntPostDate());
    LocalDate startOfPostingPeriod = postingSchedule.findFirstDateOfPeriodForMatchingDate(nextPostingDate);
    CalendarPeriod postingPeriodAtClosure;
    if (startOfPostingPeriod.isAfter(closureDate)) {
        postingPeriodAtClosure = new CalendarPeriod(closureDate, closureDate);
    } else {
        postingPeriodAtClosure = new CalendarPeriod(startOfPostingPeriod, closureDate);
    }
    List<EndOfDayDetail> allEndOfDayDetailsForAccount = savingsDao.retrieveAllEndOfDayDetailsFor(savingsAccount.getCurrency(), Long.valueOf(savingsId));
    InterestPostingPeriodResult postingPeriodAtClosureResult = determinePostingPeriodResult(postingPeriodAtClosure, savingsAccount, allEndOfDayDetailsForAccount);
    Money endOfAccountBalance = postingPeriodAtClosureResult.getPeriodBalance();
    Money interestAmountAtClosure = postingPeriodAtClosureResult.getPeriodInterest();
    List<ListElement> depositPaymentTypes = retrieveDepositPaymentTypes(userContext);
    return new SavingsAccountClosureDto(new LocalDate(), endOfAccountBalance.toString(), interestAmountAtClosure.toString(), depositPaymentTypes);
}

Example 37 with SavingsBO

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

the class SavingsServiceFacadeWebTier method retrieveSavingsAccountNotes.

@Override
public SavingsAccountDetailDto retrieveSavingsAccountNotes(Long savingsId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    savingsAccount.updateDetails(userContext);
    return savingsAccount.toDto();
}

Example 38 with SavingsBO

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

the class SavingsServiceFacadeWebTier method postInterestForAccount.

private void postInterestForAccount(Integer savingsId, UserContext userContext, PersonnelBO createdBy, boolean inTransaction) {
    SavingsBO savingsAccount = this.savingsDao.findById(Long.valueOf(savingsId));
    savingsAccount.updateDetails(userContext);
    List<EndOfDayDetail> allEndOfDayDetailsForAccount = savingsDao.retrieveAllEndOfDayDetailsFor(savingsAccount.getCurrency(), Long.valueOf(savingsId));
    LocalDate interestPostingDate = new LocalDate(savingsAccount.getNextIntPostDate());
    InterestScheduledEvent postingSchedule = savingsInterestScheduledEventFactory.createScheduledEventFrom(savingsAccount.getInterestPostingMeeting());
    LocalDate startOfPeriod = postingSchedule.findFirstDateOfPeriodForMatchingDate(interestPostingDate);
    CalendarPeriod lastInterestPostingPeriod = new CalendarPeriod(startOfPeriod, interestPostingDate);
    InterestPostingPeriodResult interestPostingPeriodResult = determinePostingPeriodResult(lastInterestPostingPeriod, savingsAccount, allEndOfDayDetailsForAccount);
    savingsAccount.postInterest(postingSchedule, interestPostingPeriodResult, createdBy);
    StringBuilder postingInfoMessage = new StringBuilder().append("account id: ").append(savingsAccount.getAccountId()).append("posting interest: ").append(interestPostingPeriodResult);
    logger.info(postingInfoMessage.toString());
    try {
        if (!inTransaction) {
            this.transactionHelper.startTransaction();
        }
        this.savingsDao.save(savingsAccount);
        if (!inTransaction) {
            this.transactionHelper.commitTransaction();
        }
    } catch (Exception e) {
        if (!inTransaction) {
            this.transactionHelper.rollbackTransaction();
        }
        throw new BusinessRuleException(savingsAccount.getAccountId().toString(), e);
    } finally {
        if (!inTransaction) {
            this.transactionHelper.closeSession();
        }
    }
}

Example 39 with SavingsBO

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

the class SavingsServiceFacadeWebTier method retrieveSavingsAccountDetails.

@Override
public SavingsAccountDetailDto retrieveSavingsAccountDetails(String globalAccountNum) {
    MifosUser mifosUser = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(mifosUser);
    SavingsBO savingsAccount = this.savingsDao.findBySystemId(globalAccountNum);
    savingsAccount.setUserContext(userContext);
    try {
        personnelDao.checkAccessPermission(userContext, savingsAccount.getOfficeId(), savingsAccount.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    return savingsAccount.toDto();
}

Example 40 with SavingsBO

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

the class SavingsServiceFacadeWebTier method adjustTransaction.

@Override
public PaymentDto adjustTransaction(SavingsAdjustmentDto savingsAdjustment, boolean inTransaction) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsAdjustment.getSavingsId());
    try {
        personnelDao.checkAccessPermission(userContext, savingsAccount.getOfficeId(), savingsAccount.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException(e.getMessage(), e);
    }
    PersonnelBO updatedBy = this.personnelDao.findPersonnelById(userContext.getId());
    savingsAccount.updateDetails(userContext);
    Money amountAdjustedTo = new Money(savingsAccount.getCurrency(), BigDecimal.valueOf(savingsAdjustment.getAdjustedAmount()));
    AccountPaymentEntity adjustedPayment = savingsAccount.findPaymentById(savingsAdjustment.getPaymentId());
    PaymentDto otherTransferPayment = adjustedPayment.getOtherTransferPaymentDto();
    Money originalAmount = adjustedPayment.getAmount();
    LocalDate dateOfWithdrawal = savingsAdjustment.getTrxnDate();
    if (adjustedPayment.isSavingsWithdrawal() && originalAmount.isLessThan(amountAdjustedTo)) {
        Money addedWithdrawalAmount = amountAdjustedTo.subtract(originalAmount);
        if (withdrawalMakesBalanceNegative(savingsAccount, addedWithdrawalAmount, dateOfWithdrawal)) {
            throw new BusinessRuleException("errors.insufficentbalance", new String[] { savingsAccount.getGlobalAccountNum() });
        }
    } else if (adjustedPayment.isSavingsDeposit() && originalAmount.isGreaterThan(amountAdjustedTo)) {
        Money substractedAmount = originalAmount.subtract(amountAdjustedTo);
        if (withdrawalMakesBalanceNegative(savingsAccount, substractedAmount, dateOfWithdrawal)) {
            throw new BusinessRuleException("errors.insufficentbalance", new String[] { savingsAccount.getGlobalAccountNum() });
        }
    }
    try {
        if (!inTransaction) {
            this.transactionHelper.startTransaction();
        }
        this.transactionHelper.beginAuditLoggingFor(savingsAccount);
        AccountPaymentEntity newPayment = savingsAccount.adjustUserAction(amountAdjustedTo, savingsAdjustment.getNote(), savingsAdjustment.getTrxnDate(), updatedBy, savingsAdjustment.getPaymentId());
        recalculateInterestPostings(savingsAccount.getAccountId(), new LocalDate(adjustedPayment.getPaymentDate()));
        if (hasAccountNegativeBalance(savingsAccount)) {
            throw new BusinessRuleException("errors.insufficentbalance", new String[] { savingsAccount.getGlobalAccountNum() });
        }
        this.savingsDao.save(savingsAccount);
        // savings-savings transfer adjustment
        if (otherTransferPayment != null && otherTransferPayment.isSavingsPayment()) {
            this.transactionHelper.flushAndClearSession();
            SavingsBO otherSavingsAccount = this.savingsDao.findById(otherTransferPayment.getAccountId());
            otherSavingsAccount.updateDetails(userContext);
            AccountPaymentEntity newOtherTransferPayment = otherSavingsAccount.adjustUserAction(amountAdjustedTo, savingsAdjustment.getNote(), savingsAdjustment.getTrxnDate(), updatedBy, otherTransferPayment.getPaymentId());
            recalculateInterestPostings(savingsAccount.getAccountId(), new LocalDate(adjustedPayment.getPaymentDate()));
            if (hasAccountNegativeBalance(otherSavingsAccount)) {
                throw new BusinessRuleException("errors.insufficentbalance", new String[] { savingsAccount.getGlobalAccountNum() });
            }
            transactionHelper.flushAndClearSession();
            if (newPayment != null) {
                newPayment = savingsAccount.findPaymentById(newPayment.getPaymentId());
                newPayment.setOtherTransferPayment(newOtherTransferPayment);
                newOtherTransferPayment.setOtherTransferPayment(newPayment);
                legacyAcccountDao.updatePayment(newPayment);
            }
            this.savingsDao.save(otherSavingsAccount);
        }
        if (!inTransaction) {
            this.transactionHelper.commitTransaction();
        }
        return (newPayment == null) ? null : newPayment.toDto();
    } catch (BusinessRuleException e) {
        if (!inTransaction) {
            this.transactionHelper.rollbackTransaction();
        }
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (Exception e) {
        if (!inTransaction) {
            this.transactionHelper.rollbackTransaction();
        }
        throw new MifosRuntimeException(e.getMessage(), e);
    } finally {
        if (!inTransaction) {
            this.transactionHelper.closeSession();
        }
    }
}