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Example 1 with InterestPostingPeriodResult

use of org.mifos.accounts.savings.interest.InterestPostingPeriodResult in project head by mifos.

the class SavingsPostInterestTest method whenPostingInterestASingleAccountPaymentIsMade.

@Test
public void whenPostingInterestASingleAccountPaymentIsMade() {
    // setup
    InterestScheduledEvent postingSchedule = new MonthlyOnLastDayOfMonthInterestScheduledEvent(1);
    Money interestToBePosted = TestUtils.createMoney("100");
    DateTime activationDate = new DateTime().withDate(2010, 7, 20);
    DateTime nextInterestPostingDate = new DateTime().withDate(2010, 7, 31);
    savingsAccount = new SavingsAccountBuilder().active().withActivationDate(activationDate).withNextInterestPostingDateOf(nextInterestPostingDate).withSavingsProduct(savingsProduct).withCustomer(client).build();
    // pre verification
    assertTrue(savingsAccount.getAccountPayments().isEmpty());
    InterestCalculationPeriodResult calculationPeriod = new InterestCalculationPeriodResultBuilder().withCalculatedInterest("100").build();
    InterestPostingPeriodResult interestPostingPeriodResult = new InterestPostingPeriodResultBuilder().from(nextInterestPostingDate.toLocalDate()).to(nextInterestPostingDate.toLocalDate()).with(calculationPeriod).build();
    PersonnelBO createdBy = new PersonnelBuilder().build();
    // exercise
    savingsAccount.postInterest(postingSchedule, interestPostingPeriodResult, createdBy);
    // verification
    assertFalse(savingsAccount.getAccountPayments().isEmpty());
    AccountPaymentEntity interestPostingPayment = savingsAccount.getAccountPayments().get(0);
    assertThat(interestPostingPayment.getAccount(), is((AccountBO) savingsAccount));
    assertThat(interestPostingPayment.getAmount(), is(interestToBePosted));
    assertThat(interestPostingPayment.getPaymentType().getId(), is(SavingsConstants.DEFAULT_PAYMENT_TYPE));
    assertThat(new LocalDate(interestPostingPayment.getPaymentDate()), is(nextInterestPostingDate.toLocalDate()));
}
Also used : InterestPostingPeriodResult(org.mifos.accounts.savings.interest.InterestPostingPeriodResult) PersonnelBuilder(org.mifos.domain.builders.PersonnelBuilder) InterestCalculationPeriodResult(org.mifos.accounts.savings.interest.InterestCalculationPeriodResult) InterestPostingPeriodResultBuilder(org.mifos.accounts.savings.interest.InterestPostingPeriodResultBuilder) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) Money(org.mifos.framework.util.helpers.Money) AccountBO(org.mifos.accounts.business.AccountBO) MonthlyOnLastDayOfMonthInterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent) MonthlyOnLastDayOfMonthInterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent) InterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) SavingsAccountBuilder(org.mifos.domain.builders.SavingsAccountBuilder) InterestCalculationPeriodResultBuilder(org.mifos.accounts.savings.interest.InterestCalculationPeriodResultBuilder) Test(org.junit.Test)

Example 2 with InterestPostingPeriodResult

use of org.mifos.accounts.savings.interest.InterestPostingPeriodResult in project head by mifos.

the class SavingsPostInterestTest method whenPostingInterestNextInterestPostingDateIsPopulatedWithNextPostingDate.

@Test
public void whenPostingInterestNextInterestPostingDateIsPopulatedWithNextPostingDate() {
    // setup
    InterestScheduledEvent postingSchedule = new MonthlyOnLastDayOfMonthInterestScheduledEvent(1);
    DateTime activationDate = new DateTime().withDate(2010, 7, 20);
    DateTime nextInterestPostingDate = new DateTime().withDate(2010, 7, 31);
    savingsAccount = new SavingsAccountBuilder().active().withActivationDate(activationDate).withNextInterestPostingDateOf(nextInterestPostingDate).withSavingsProduct(savingsProduct).withCustomer(client).build();
    // pre verification
    assertThat(new LocalDate(savingsAccount.getNextIntPostDate()), is(nextInterestPostingDate.toLocalDate()));
    InterestCalculationPeriodResult calculationPeriod = new InterestCalculationPeriodResultBuilder().withCalculatedInterest("100").build();
    InterestPostingPeriodResult interestPostingPeriodResult = new InterestPostingPeriodResultBuilder().from(nextInterestPostingDate.toLocalDate()).to(nextInterestPostingDate.toLocalDate()).with(calculationPeriod).build();
    PersonnelBO createdBy = new PersonnelBuilder().build();
    // exercise
    savingsAccount.postInterest(postingSchedule, interestPostingPeriodResult, createdBy);
    // verification
    assertThat(new LocalDate(savingsAccount.getNextIntPostDate()), is(endOfMonthAfter(nextInterestPostingDate)));
}
Also used : InterestPostingPeriodResult(org.mifos.accounts.savings.interest.InterestPostingPeriodResult) PersonnelBuilder(org.mifos.domain.builders.PersonnelBuilder) MonthlyOnLastDayOfMonthInterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent) InterestCalculationPeriodResult(org.mifos.accounts.savings.interest.InterestCalculationPeriodResult) MonthlyOnLastDayOfMonthInterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent) InterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) InterestPostingPeriodResultBuilder(org.mifos.accounts.savings.interest.InterestPostingPeriodResultBuilder) SavingsAccountBuilder(org.mifos.domain.builders.SavingsAccountBuilder) InterestCalculationPeriodResultBuilder(org.mifos.accounts.savings.interest.InterestCalculationPeriodResultBuilder) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) Test(org.junit.Test)

Example 3 with InterestPostingPeriodResult

use of org.mifos.accounts.savings.interest.InterestPostingPeriodResult in project head by mifos.

the class SavingsPostInterestTest method whenPostingInterestASavingsAcitvityIsAddedForInterestPostingEvent.

@Test
public void whenPostingInterestASavingsAcitvityIsAddedForInterestPostingEvent() {
    // setup
    InterestScheduledEvent postingSchedule = new MonthlyOnLastDayOfMonthInterestScheduledEvent(1);
    DateTime activationDate = new DateTime().withDate(2010, 7, 20);
    savingsAccount = new SavingsAccountBuilder().active().withActivationDate(activationDate).withSavingsProduct(savingsProduct).withCustomer(client).build();
    // pre verification
    List<SavingsActivityEntity> preSavingsActivityityDetails = new ArrayList<SavingsActivityEntity>(savingsAccount.getSavingsActivityDetails());
    assertThat(preSavingsActivityityDetails.size(), is(0));
    InterestCalculationPeriodResult calculationPeriod = new InterestCalculationPeriodResultBuilder().withCalculatedInterest("100").build();
    InterestPostingPeriodResult interestPostingPeriodResult = new InterestPostingPeriodResultBuilder().with(calculationPeriod).build();
    PersonnelBO createdBy = new PersonnelBuilder().build();
    // exercise
    savingsAccount.postInterest(postingSchedule, interestPostingPeriodResult, createdBy);
    // verification
    List<SavingsActivityEntity> savingsActivityityDetails = new ArrayList<SavingsActivityEntity>(savingsAccount.getSavingsActivityDetails());
    assertThat(savingsActivityityDetails.size(), is(1));
}
Also used : InterestPostingPeriodResult(org.mifos.accounts.savings.interest.InterestPostingPeriodResult) PersonnelBuilder(org.mifos.domain.builders.PersonnelBuilder) InterestCalculationPeriodResult(org.mifos.accounts.savings.interest.InterestCalculationPeriodResult) InterestPostingPeriodResultBuilder(org.mifos.accounts.savings.interest.InterestPostingPeriodResultBuilder) ArrayList(java.util.ArrayList) DateTime(org.joda.time.DateTime) MonthlyOnLastDayOfMonthInterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent) MonthlyOnLastDayOfMonthInterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent) InterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) SavingsAccountBuilder(org.mifos.domain.builders.SavingsAccountBuilder) SavingsActivityEntity(org.mifos.accounts.savings.business.SavingsActivityEntity) InterestCalculationPeriodResultBuilder(org.mifos.accounts.savings.interest.InterestCalculationPeriodResultBuilder) Test(org.junit.Test)

Example 4 with InterestPostingPeriodResult

use of org.mifos.accounts.savings.interest.InterestPostingPeriodResult 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);
}
Also used : InterestPostingPeriodResult(org.mifos.accounts.savings.interest.InterestPostingPeriodResult) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) SavingsBO(org.mifos.accounts.savings.business.SavingsBO) LocalDate(org.joda.time.LocalDate) SavingsAccountClosureDto(org.mifos.dto.domain.SavingsAccountClosureDto) Money(org.mifos.framework.util.helpers.Money) InterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent) EndOfDayDetail(org.mifos.accounts.savings.interest.EndOfDayDetail) CalendarPeriod(org.mifos.accounts.savings.interest.CalendarPeriod) ListElement(org.mifos.dto.screen.ListElement)

Example 5 with InterestPostingPeriodResult

use of org.mifos.accounts.savings.interest.InterestPostingPeriodResult 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();
        }
    }
}
Also used : InterestPostingPeriodResult(org.mifos.accounts.savings.interest.InterestPostingPeriodResult) BusinessRuleException(org.mifos.service.BusinessRuleException) InterestScheduledEvent(org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent) EndOfDayDetail(org.mifos.accounts.savings.interest.EndOfDayDetail) CalendarPeriod(org.mifos.accounts.savings.interest.CalendarPeriod) SavingsBO(org.mifos.accounts.savings.business.SavingsBO) LocalDate(org.joda.time.LocalDate) InvalidDateException(org.mifos.application.admin.servicefacade.InvalidDateException) MifosRuntimeException(org.mifos.core.MifosRuntimeException) StatesInitializationException(org.mifos.framework.exceptions.StatesInitializationException) AccountException(org.mifos.accounts.exceptions.AccountException) BusinessRuleException(org.mifos.service.BusinessRuleException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ServiceException(org.mifos.framework.exceptions.ServiceException) HibernateSearchException(org.mifos.framework.exceptions.HibernateSearchException) PageExpiredException(org.mifos.framework.exceptions.PageExpiredException)

Aggregations

InterestPostingPeriodResult (org.mifos.accounts.savings.interest.InterestPostingPeriodResult)12 InterestScheduledEvent (org.mifos.accounts.savings.interest.schedule.InterestScheduledEvent)11 LocalDate (org.joda.time.LocalDate)9 InterestCalculationPeriodResult (org.mifos.accounts.savings.interest.InterestCalculationPeriodResult)9 PersonnelBO (org.mifos.customers.personnel.business.PersonnelBO)9 DateTime (org.joda.time.DateTime)8 Test (org.junit.Test)8 InterestCalculationPeriodResultBuilder (org.mifos.accounts.savings.interest.InterestCalculationPeriodResultBuilder)8 InterestPostingPeriodResultBuilder (org.mifos.accounts.savings.interest.InterestPostingPeriodResultBuilder)8 MonthlyOnLastDayOfMonthInterestScheduledEvent (org.mifos.accounts.savings.interest.schedule.internal.MonthlyOnLastDayOfMonthInterestScheduledEvent)8 PersonnelBuilder (org.mifos.domain.builders.PersonnelBuilder)8 SavingsAccountBuilder (org.mifos.domain.builders.SavingsAccountBuilder)8 Money (org.mifos.framework.util.helpers.Money)5 ArrayList (java.util.ArrayList)4 CalendarPeriod (org.mifos.accounts.savings.interest.CalendarPeriod)4 AccountBO (org.mifos.accounts.business.AccountBO)3 AccountPaymentEntity (org.mifos.accounts.business.AccountPaymentEntity)3 SavingsBO (org.mifos.accounts.savings.business.SavingsBO)3 EndOfDayDetail (org.mifos.accounts.savings.interest.EndOfDayDetail)3 SavingsActivityEntity (org.mifos.accounts.savings.business.SavingsActivityEntity)2