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Example 31 with PaymentData

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

the class GroupLoanAccountServiceFacadeWebTier method createGroupLoanAccount.

private LoanCreationResultDto createGroupLoanAccount(CreateGroupLoanAccount loanAccountInfo, Map<Integer, List<LoanPaymentDto>> backdatedLoanPayments, List<QuestionGroupDetail> questionGroups, LoanAccountCashFlow loanAccountCashFlow, List<DateTime> loanScheduleInstallmentDates, List<Number> totalInstallmentAmounts, List<CreateLoanAccount> memberDetails, boolean isBackdatedLoan) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        if (creationDate.isBefore(new DateTime(member.getCreatedDate()))) {
            throw new BusinessRuleException("errors.cannotCreateLoan.because.clientsAreCreatedInFuture");
        }
    }
    // 1. assemble loan details
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(user.getBranchId());
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    CustomerBO customer = this.customerDao.findCustomerById(loanAccountInfo.getGroupLoanAccountDetails().getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getGroupLoanAccountDetails().getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails().getInterestRate(), loanAccountInfo.getGroupLoanAccountDetails().getNumberOfInstallments(), loanAccountInfo.getGroupLoanAccountDetails().getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.getGroupLoanAccountDetails().isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails(), loanAccountDetail.getCustomer());
    } else {
        MeetingDto customerMeetingDto = customer.getCustomerMeetingValue().toDto();
        repaymentDayMeeting = new MeetingFactory().create(customerMeetingDto);
        Short recurAfter = loanAccountDetail.getLoanProduct().getLoanOfferingMeeting().getMeeting().getRecurAfter();
        repaymentDayMeeting.getMeetingDetails().setRecurAfter(recurAfter);
    }
    List<DateTime> loanScheduleDates = new ArrayList<DateTime>(loanScheduleInstallmentDates);
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), totalInstallmentAmounts);
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedLoanAmount().doubleValue(), null);
    if (isBackdatedLoan) {
        creationDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDateTime();
    }
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openGroupLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getGroupLoanAccountDetails().getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getGroupLoanAccountDetails().getExternalId());
    loan.setCollateralNote(loanAccountInfo.getGroupLoanAccountDetails().getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getGroupLoanAccountDetails().getCollateralTypeId());
    if (isBackdatedLoan) {
        loan.markAsCreatedWithBackdatedPayments();
    }
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber());
    }
    try {
        personnelDao.checkAccessPermission(userContext, loan.getOfficeId(), loan.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    try {
        transactionHelper.startTransaction();
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        //no predefined account number, generate one instead
        if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() == null) {
            try {
                loan.setGlobalAccountNum(loan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        //set up status flag
        AccountStateFlagEntity flagEntity = null;
        if (loanAccountInfo.getGroupLoanAccountDetails().getFlagId() != null) {
            try {
                flagEntity = legacyMasterDao.getPersistentObject(AccountStateFlagEntity.class, loanAccountInfo.getGroupLoanAccountDetails().getFlagId());
                loan.setUserContext(userContext);
                loan.setFlag(flagEntity);
                loan.setClosedDate(new DateTimeService().getCurrentJavaDateTime());
                loan.setUserContext(userContext);
            } catch (PersistenceException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        // for GLIM loans only
        List<CreateLoanAccount> individualMembersOfGroupLoan = new ArrayList<CreateLoanAccount>();
        List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
        List<LoanProductOverridenDetail> memberOverridenDetails = new ArrayList<LoanProductOverridenDetail>();
        List<LoanSchedule> memberLoanSchedules = new ArrayList<LoanSchedule>();
        List<ClientBO> clients = new ArrayList<ClientBO>();
        for (CreateLoanAccount groupMemberAccount : memberDetails) {
            ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
            Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
            List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
            radio.add(loanAmount.divide(loan.getLoanAmount()));
            int memberCount = memberDetails.size();
            for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties()) {
                Integer penaltyId = createAccountPenaltyDto.getPenaltyId();
                String amount = createAccountPenaltyDto.getAmount();
                PenaltyBO penaltyBO = this.penaltyDao.findPenaltyById(penaltyId.shortValue());
                if (penaltyBO instanceof AmountPenaltyBO) {
                    amount = String.valueOf(Double.valueOf(createAccountPenaltyDto.getAmount()) / memberCount);
                }
                defaultAccountPenalties.add(new CreateAccountPenaltyDto(penaltyId, amount));
            }
            List<AccountFeesEntity> feeEntities = assembleAccountFees(groupMemberAccount.getAccountFees());
            List<AccountPenaltiesEntity> penaltyEntities = assembleAccountPenalties(defaultAccountPenalties);
            LoanProductOverridenDetail memberOverridenDetail = new LoanProductOverridenDetail(loanAmount, feeEntities, overridenDetail, penaltyEntities);
            LoanSchedule memberSchedule = assembleLoanSchedule(member, loanAccountDetail.getLoanProduct(), memberOverridenDetail, configuration, repaymentDayMeeting, userOffice, new ArrayList<DateTime>(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
            memberOverridenDetails.add(memberOverridenDetail);
            memberLoanSchedules.add(memberSchedule);
            clients.add(member);
            individualMembersOfGroupLoan.add(groupMemberAccount);
        }
        //for original schedule persisting
        List<LoanBO> memberLoans = new ArrayList<LoanBO>();
        int index = 0;
        for (CreateLoanAccount groupMemberAccount : individualMembersOfGroupLoan) {
            LoanBO memberLoan = LoanBO.openGroupLoanForAccount(loan, loanAccountDetail.getLoanProduct(), clients.get(index), repaymentDayMeeting, memberLoanSchedules.get(index), memberOverridenDetails.get(index), configuration, installmentRange, amountRange, creationDetail, createdBy, Boolean.TRUE);
            if (groupMemberAccount.getLoanPurposeId() > 0) {
                memberLoan.setBusinessActivityId(groupMemberAccount.getLoanPurposeId());
            }
            if (!backdatedLoanPayments.isEmpty()) {
                memberLoan.markAsCreatedWithBackdatedPayments();
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            try {
                memberLoan.setGlobalAccountNum(memberLoan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            memberLoans.add(memberLoan);
            index++;
        }
        // update loan schedule for Group Loan Account
        loanSchedule = this.loanScheduleService.generateGroupLoanSchedule(loanAccountDetail.getLoanProduct(), repaymentDayMeeting, loanSchedule, memberLoanSchedules, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), overridenDetail, configuration, userOffice.getOfficeId(), loanAccountDetail.getCustomer(), accountFeeEntities);
        fixMemberAndParentInstallmentDetails(loan, memberLoans);
        for (LoanBO memberLoan : memberLoans) {
            memberLoan.updateLoanSummary();
            loanDao.save(memberLoan);
        }
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        // save question groups
        if (!questionGroups.isEmpty()) {
            Integer eventSourceId = questionnaireServiceFacade.getEventSourceId("Create", "Loan");
            QuestionGroupDetails questionGroupDetails = new QuestionGroupDetails(Integer.valueOf(user.getUserId()).shortValue(), loan.getAccountId(), eventSourceId, questionGroups);
            questionnaireServiceFacade.saveResponses(questionGroupDetails);
            transactionHelper.flushSession();
        }
        if (loanAccountCashFlow != null && !loanAccountCashFlow.getMonthlyCashFlow().isEmpty()) {
            List<MonthlyCashFlowDetail> monthlyCashFlowDetails = new ArrayList<MonthlyCashFlowDetail>();
            for (MonthlyCashFlowDto monthlyCashFlow : loanAccountCashFlow.getMonthlyCashFlow()) {
                MonthlyCashFlowDetail monthlyCashFlowDetail = new MonthlyCashFlowDetail(monthlyCashFlow.getMonthDate(), monthlyCashFlow.getRevenue(), monthlyCashFlow.getExpenses(), monthlyCashFlow.getNotes());
                monthlyCashFlowDetails.add(monthlyCashFlowDetail);
            }
            org.mifos.platform.cashflow.service.CashFlowDetail cashFlowDetail = new org.mifos.platform.cashflow.service.CashFlowDetail(monthlyCashFlowDetails);
            cashFlowDetail.setTotalCapital(loanAccountCashFlow.getTotalCapital());
            cashFlowDetail.setTotalLiability(loanAccountCashFlow.getTotalLiability());
            cashFlowService.save(cashFlowDetail);
            transactionHelper.flushSession();
        }
        if (isBackdatedLoan) {
            // 3. auto approve loan
            String comment = "Automatic Status Update (Redo Loan)";
            LocalDate approvalDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate();
            loan.approve(createdBy, comment, approvalDate);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.approve(createdBy, comment, approvalDate);
            }
            // 4. disburse loan
            String receiptNumber = null;
            Date receiptDate = null;
            PaymentTypeEntity paymentType = new PaymentTypeEntity(PaymentTypes.CASH.getValue());
            if (loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId() != null) {
                paymentType = new PaymentTypeEntity(loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId());
            }
            Date paymentDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDate();
            AccountPaymentEntity disbursalPayment = new AccountPaymentEntity(loan, loan.getLoanAmount(), receiptNumber, receiptDate, paymentType, paymentDate);
            disbursalPayment.setCreatedByUser(createdBy);
            this.loanBusinessService.persistOriginalSchedule(loan);
            for (LoanBO memberLoan : memberLoans) {
                this.loanBusinessService.persistOriginalSchedule(memberLoan);
            }
            // refactoring of loan disbursal
            if (customer.isDisbursalPreventedDueToAnyExistingActiveLoansForTheSameProduct(loan.getLoanOffering())) {
                throw new BusinessRuleException("errors.cannotDisburseLoan.because.otherLoansAreActive");
            }
            try {
                loan.updateCustomer(customer);
                new ProductMixValidator().checkIfProductsOfferingCanCoexist(loan);
            } catch (ServiceException e1) {
                throw new AccountException(e1.getMessage());
            }
            loan.disburse(createdBy, disbursalPayment);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.disburse(createdBy, disbursalPayment);
            }
            customer.updatePerformanceHistoryOnDisbursement(loan, loan.getLoanAmount());
            // end of refactoring of loan disbural
            this.loanDao.save(loan);
            transactionHelper.flushSession();
            // 5. apply each payment
            for (LoanBO memberLoan : memberLoans) {
                Integer id = memberLoan.getCustomer().getCustomerId();
                List<LoanPaymentDto> payments = backdatedLoanPayments.get(id);
                for (LoanPaymentDto loanPayment : payments) {
                    Money amountPaidToDate = new Money(loan.getCurrency(), loanPayment.getAmount());
                    PaymentData paymentData = new PaymentData(amountPaidToDate, createdBy, loanPayment.getPaymentTypeId(), loanPayment.getPaymentDate().toDateMidnight().toDate());
                    memberLoan.applyPayment(paymentData);
                    loan.applyPayment(paymentData);
                    this.loanDao.save(memberLoan);
                    this.loanDao.save(loan);
                }
            }
        }
        transactionHelper.commitTransaction();
        return new LoanCreationResultDto(false, loan.getAccountId(), loan.getGlobalAccountNum());
    } 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();
    }
}
Also used : MonthlyCashFlowDto(org.mifos.dto.domain.MonthlyCashFlowDto) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanPaymentDto(org.mifos.dto.domain.LoanPaymentDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) DateTimeService(org.mifos.framework.util.DateTimeService) PaymentData(org.mifos.accounts.util.helpers.PaymentData) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) QuestionGroupDetails(org.mifos.platform.questionnaire.service.QuestionGroupDetails) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) PaymentTypeEntity(org.mifos.application.master.business.PaymentTypeEntity) AccountException(org.mifos.accounts.exceptions.AccountException) ServiceException(org.mifos.framework.exceptions.ServiceException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountStateFlagEntity(org.mifos.accounts.business.AccountStateFlagEntity) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) InstallmentRange(org.mifos.accounts.productdefinition.business.InstallmentRange) AmountRange(org.mifos.accounts.productdefinition.business.AmountRange) CustomerBO(org.mifos.customers.business.CustomerBO) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) BigDecimal(java.math.BigDecimal) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) MifosRuntimeException(org.mifos.core.MifosRuntimeException) AccountException(org.mifos.accounts.exceptions.AccountException) BusinessRuleException(org.mifos.service.BusinessRuleException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ServiceException(org.mifos.framework.exceptions.ServiceException) MeetingException(org.mifos.application.meeting.exceptions.MeetingException) MeetingDto(org.mifos.dto.domain.MeetingDto) ProductMixValidator(org.mifos.accounts.loan.struts.action.validate.ProductMixValidator) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 32 with PaymentData

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

the class WebTierAccountServiceFacade method applyHistoricalAdjustment.

@Override
public void applyHistoricalAdjustment(String globalAccountNum, Integer paymentId, String adjustmentNote, Short personnelId, AdjustedPaymentDto adjustedPaymentDto) {
    try {
        AccountBO accountBO = accountBusinessService.findBySystemId(globalAccountNum);
        accountBO.setUserContext(getUserContext());
        checkPermissionForAdjustment(accountBO);
        PersonnelBO personnelBO = personnelPersistence.findPersonnelById(personnelId);
        AccountPaymentEntity accountPaymentEntity = accountBO.findPaymentById(paymentId);
        if (accountPaymentEntity == null) {
            throw new AccountException(AccountExceptionConstants.CANNOTADJUST);
        }
        monthClosingServiceFacade.validateTransactionDate(accountPaymentEntity.getPaymentDate());
        PaymentDto otherTransferPayment = accountPaymentEntity.getOtherTransferPaymentDto();
        //flush to avoid proxy casting problems
        transactionHelper.flushAndClearSession();
        transactionHelper.startTransaction();
        Integer newSavingsPaymentId = null;
        if (otherTransferPayment != null) {
            SavingsAdjustmentDto savingsAdjustment = new SavingsAdjustmentDto(otherTransferPayment.getAccountId().longValue(), (adjustedPaymentDto == null) ? 0 : Double.valueOf(adjustedPaymentDto.getAmount()), adjustmentNote, otherTransferPayment.getPaymentId(), (adjustedPaymentDto == null) ? otherTransferPayment.getPaymentDate() : new LocalDate(adjustedPaymentDto.getPaymentDate()));
            PaymentDto newSavingsPayment = this.savingsServiceFacade.adjustTransaction(savingsAdjustment, true);
            newSavingsPaymentId = (newSavingsPayment == null) ? null : newSavingsPayment.getPaymentId();
        }
        //reload after flush & clear
        accountBO = accountBusinessService.findBySystemId(globalAccountNum);
        accountBO.setUserContext(getUserContext());
        AccountPaymentEntity adjustedPayment = null;
        Integer adjustedId;
        Stack<PaymentData> paymentsToBeReapplied = new Stack<PaymentData>();
        Map<Integer, Stack<PaymentData>> memberPaymentsToBeReappliedMap = new HashMap<Integer, Stack<PaymentData>>();
        if (accountBO.isGroupLoanAccount()) {
            for (LoanBO memberAccount : ((LoanBO) accountBO).getMemberAccounts()) {
                Stack<PaymentData> memberPaymentsToBeReapplied = new Stack<PaymentData>();
                memberPaymentsToBeReappliedMap.put(memberAccount.getAccountId(), memberPaymentsToBeReapplied);
            }
        }
        do {
            adjustedPayment = accountBO.getLastPmntToBeAdjusted();
            if (adjustedPayment == null) {
                break;
            }
            adjustedId = adjustedPayment.getPaymentId();
            if (!accountPaymentEntity.getPaymentId().equals(adjustedId)) {
                PersonnelBO paymentCreator = (adjustedPayment.getCreatedByUser() == null) ? personnelBO : adjustedPayment.getCreatedByUser();
                PaymentData paymentData = accountBO.createPaymentData(adjustedPayment.getAmount(), adjustedPayment.getPaymentDate(), adjustedPayment.getReceiptNumber(), adjustedPayment.getReceiptDate(), adjustedPayment.getPaymentType().getId(), paymentCreator);
                paymentData.setOtherTransferPayment(adjustedPayment.getOtherTransferPayment());
                paymentsToBeReapplied.push(paymentData);
                // handling new Group Loan Members payments
                for (AccountPaymentEntity memberAdjustedPayment : adjustedPayment.getMemberPayments()) {
                    PaymentData memberPaymentData = memberAdjustedPayment.getAccount().createPaymentData(memberAdjustedPayment.getAmount(), adjustedPayment.getPaymentDate(), adjustedPayment.getReceiptNumber(), adjustedPayment.getReceiptDate(), adjustedPayment.getPaymentType().getId(), paymentCreator);
                    memberPaymentsToBeReappliedMap.get(memberAdjustedPayment.getAccount().getAccountId()).push(memberPaymentData);
                }
            }
            transactionHelper.flushAndClearSession();
            //reload after flush & clear
            accountBO = accountBusinessService.findBySystemId(globalAccountNum);
            accountBO.setUserContext(getUserContext());
            accountBO.adjustLastPayment(adjustmentNote, personnelBO);
            legacyAccountDao.createOrUpdate(accountBO);
            //adjust New Group Loan member payments
            if (accountBO.isGroupLoanAccount()) {
                for (LoanBO memberAccount : ((LoanBO) accountBO).getMemberAccounts()) {
                    AccountPaymentEntity memberPayment = memberAccount.getLastPmntToBeAdjusted();
                    if (memberPayment.getParentPaymentId() == null) {
                        continue;
                    }
                    memberAccount.setUserContext(getUserContext());
                    memberAccount.adjustLastPayment(adjustmentNote, personnelBO);
                    legacyAccountDao.createOrUpdate(memberAccount);
                }
            }
            transactionHelper.flushSession();
        } while (!accountPaymentEntity.getPaymentId().equals(adjustedId));
        if (adjustedPaymentDto != null) {
            //reapply adjusted payment
            PersonnelBO paymentCreator = (accountPaymentEntity.getCreatedByUser() == null) ? personnelBO : accountPaymentEntity.getCreatedByUser();
            Money amount = new Money(accountBO.getCurrency(), adjustedPaymentDto.getAmount());
            PaymentData paymentData = accountBO.createPaymentData(amount, adjustedPaymentDto.getPaymentDate(), accountPaymentEntity.getReceiptNumber(), accountPaymentEntity.getReceiptDate(), adjustedPaymentDto.getPaymentType(), paymentCreator);
            paymentData.setAdjustment(true);
            //new adjusted savings payment must be tied to this payment
            if (newSavingsPaymentId != null) {
                AccountPaymentEntity newSvngPayment = legacyAccountDao.findPaymentById(newSavingsPaymentId);
                paymentData.setOtherTransferPayment(newSvngPayment);
            }
            accountBO.applyPayment(paymentData);
            legacyAccountDao.createOrUpdate(accountBO);
            transactionHelper.flushSession();
            // handling new Group Loan Members payments
            if (accountBO.isGroupLoanAccount()) {
                for (AdjustedPaymentDto adjustedMemberPayment : adjustedPaymentDto.getMemberPayments()) {
                    AccountBO memberAccount = ((LoanBO) accountBO).findMemberById(adjustedMemberPayment.getAccountId());
                    BigDecimal adjustedMemberPaymentAmount = BigDecimal.ZERO;
                    if (!StringUtils.isBlank(adjustedMemberPayment.getAmount())) {
                        adjustedMemberPaymentAmount = new BigDecimal(adjustedMemberPayment.getAmount());
                    }
                    Money memberAmount = new Money(memberAccount.getCurrency(), adjustedMemberPaymentAmount.toString());
                    PaymentData memberPaymentData = memberAccount.createPaymentData(memberAmount, adjustedPaymentDto.getPaymentDate(), accountPaymentEntity.getReceiptNumber(), accountPaymentEntity.getReceiptDate(), adjustedPaymentDto.getPaymentType(), paymentCreator);
                    memberPaymentData.setParentPayment(accountBO.getLastPmnt());
                    memberAccount.applyPayment(memberPaymentData);
                    legacyAccountDao.createOrUpdate(memberAccount);
                }
            }
        }
        while (!paymentsToBeReapplied.isEmpty()) {
            PaymentData paymentData = paymentsToBeReapplied.pop();
            //avoid lazy loading exception
            if (paymentData.getOtherTransferPayment() != null) {
                legacyAccountDao.updatePayment(paymentData.getOtherTransferPayment());
            }
            accountBO.applyPayment(paymentData);
            legacyAccountDao.createOrUpdate(accountBO);
            transactionHelper.flushSession();
            if (accountBO.isGroupLoanAccount()) {
                for (LoanBO memberAccount : ((LoanBO) accountBO).getMemberAccounts()) {
                    PaymentData memberPaymentData = memberPaymentsToBeReappliedMap.get(memberAccount.getAccountId()).pop();
                    memberPaymentData.setParentPayment(accountBO.getLastPmnt());
                    memberAccount.applyPayment(memberPaymentData);
                    legacyAccountDao.createOrUpdate(memberAccount);
                }
            }
        }
        transactionHelper.commitTransaction();
    } catch (ServiceException e) {
        transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } catch (AccountException e) {
        transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } catch (PersistenceException e) {
        transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } catch (RuntimeException e) {
        transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        transactionHelper.closeSession();
    }
}
Also used : PaymentData(org.mifos.accounts.util.helpers.PaymentData) HashMap(java.util.HashMap) SavingsAdjustmentDto(org.mifos.dto.domain.SavingsAdjustmentDto) LoanBO(org.mifos.accounts.loan.business.LoanBO) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) PaymentDto(org.mifos.dto.domain.PaymentDto) AdjustedPaymentDto(org.mifos.dto.domain.AdjustedPaymentDto) LocalDate(org.joda.time.LocalDate) BigDecimal(java.math.BigDecimal) Stack(java.util.Stack) AccountBO(org.mifos.accounts.business.AccountBO) Money(org.mifos.framework.util.helpers.Money) MifosRuntimeException(org.mifos.core.MifosRuntimeException) AccountException(org.mifos.accounts.exceptions.AccountException) AdjustedPaymentDto(org.mifos.dto.domain.AdjustedPaymentDto) ServiceException(org.mifos.framework.exceptions.ServiceException) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) PersistenceException(org.mifos.framework.exceptions.PersistenceException) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 33 with PaymentData

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

the class AccountBOIntegrationTest method testLoanAdjustment.

@Test
public void testLoanAdjustment() throws Exception {
    Date currentDate = new Date(System.currentTimeMillis());
    LoanBO loan = groupLoan;
    loan.setUserContext(TestUtils.makeUser());
    List<AccountActionDateEntity> accntActionDates = new ArrayList<AccountActionDateEntity>();
    accntActionDates.add(loan.getAccountActionDate(Short.valueOf("1")));
    PaymentData accountPaymentDataView = TestObjectFactory.getLoanAccountPaymentData(accntActionDates, TestUtils.createMoney(216), null, loan.getPersonnel(), "receiptNum", Short.valueOf("1"), currentDate, currentDate);
    IntegrationTestObjectMother.applyAccountPayment(loan, accountPaymentDataView);
    loan = IntegrationTestObjectMother.findLoanBySystemId(loan.getGlobalAccountNum());
    loan.setUserContext(TestUtils.makeUser());
    IntegrationTestObjectMother.applyAccountPayment(loan, TestObjectFactory.getLoanAccountPaymentData(null, TestUtils.createMoney(600), null, loan.getPersonnel(), "receiptNum", Short.valueOf("1"), currentDate, currentDate));
    loan = IntegrationTestObjectMother.findLoanBySystemId(loan.getGlobalAccountNum());
    loan.setUserContext(TestUtils.makeUser());
    PersonnelBO loggedInUser = IntegrationTestObjectMother.testUser();
    loan.adjustPmnt("loan account has been adjusted by test code", loggedInUser);
    IntegrationTestObjectMother.saveLoanAccount(loan);
    Assert.assertEquals("The amount returned for the payment should have been 0", 0.0, loan.getLastPmntAmnt());
    LoanTrxnDetailEntity lastLoanTrxn = null;
    for (AccountTrxnEntity accntTrxn : loan.findMostRecentPaymentByPaymentDate().getAccountTrxns()) {
        lastLoanTrxn = (LoanTrxnDetailEntity) accntTrxn;
        break;
    }
    AccountActionDateEntity installment = loan.getAccountActionDate(lastLoanTrxn.getInstallmentId());
    Assert.assertFalse("The installment adjusted should now be marked unpaid(due).", installment.isPaid());
}
Also used : PaymentData(org.mifos.accounts.util.helpers.PaymentData) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanBO(org.mifos.accounts.loan.business.LoanBO) ArrayList(java.util.ArrayList) LoanTrxnDetailEntity(org.mifos.accounts.loan.business.LoanTrxnDetailEntity) Date(java.sql.Date) Test(org.junit.Test)

Example 34 with PaymentData

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

the class AccountBOIntegrationTest method testGetLastLoanPmntAmnt.

@Test
public void testGetLastLoanPmntAmnt() throws Exception {
    Date currentDate = new Date(System.currentTimeMillis());
    LoanBO loan = groupLoan;
    List<AccountActionDateEntity> accntActionDates = new ArrayList<AccountActionDateEntity>();
    accntActionDates.addAll(loan.getAccountActionDates());
    PaymentData paymentData = TestObjectFactory.getLoanAccountPaymentData(accntActionDates, TestUtils.createMoney(700), null, loan.getPersonnel(), "receiptNum", Short.valueOf("1"), currentDate, currentDate);
    IntegrationTestObjectMother.applyAccountPayment(loan, paymentData);
    TestObjectFactory.updateObject(loan);
    StaticHibernateUtil.flushSession();
    Assert.assertEquals("The amount returned for the payment should have been 1272", 700.0, loan.getLastPmntAmnt());
    groupLoan = TestObjectFactory.getObject(LoanBO.class, loan.getAccountId());
}
Also used : PaymentData(org.mifos.accounts.util.helpers.PaymentData) LoanBO(org.mifos.accounts.loan.business.LoanBO) ArrayList(java.util.ArrayList) Date(java.sql.Date) Test(org.junit.Test)

Example 35 with PaymentData

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

the class LoanTrxnDetailEntityIntegrationTest method testSuccessSetRunningBalance.

@Test
public void testSuccessSetRunningBalance() throws Exception {
    MeetingBO meeting = TestObjectFactory.createMeeting(TestObjectFactory.getTypicalMeeting());
    center = TestObjectFactory.createWeeklyFeeCenter("Center_Active", meeting);
    group = TestObjectFactory.createWeeklyFeeGroupUnderCenter("Group", CustomerStatus.GROUP_ACTIVE, center);
    Date sampleDate = new Date(System.currentTimeMillis());
    LoanOfferingBO loanOffering = TestObjectFactory.createLoanOffering(sampleDate, meeting);
    account = TestObjectFactory.createLoanAccount("42423142341", group, AccountState.LOAN_ACTIVE_IN_GOOD_STANDING, sampleDate, loanOffering);
    StaticHibernateUtil.flushSession();
    account = legacyAccountDao.getAccount(account.getAccountId());
    Assert.assertEquals(((LoanBO) account).getLoanOffering().getPrdOfferingName(), "Loan");
    List<AccountActionDateEntity> accountActionsToBeUpdated = new ArrayList<AccountActionDateEntity>();
    accountActionsToBeUpdated.add(account.getAccountActionDates().iterator().next());
    PaymentData paymentData = TestObjectFactory.getLoanAccountPaymentData(accountActionsToBeUpdated, TestUtils.createMoney("700.0"), null, account.getPersonnel(), "423423", Short.valueOf("1"), sampleDate, sampleDate);
    IntegrationTestObjectMother.applyAccountPayment(account, paymentData);
    Assert.assertEquals(1, account.getAccountPayments().size());
    //        AccountPaymentEntity payment = account.getAccountPayments().iterator().next();
    //        Assert.assertEquals(4, payment.getAccountTrxns().size());
    // Should we assert something about each of those transactions?
    LoanSummaryEntity loanSummaryEntity = ((LoanBO) account).getLoanSummary();
    Assert.assertEquals(loanSummaryEntity.getOriginalPrincipal().subtract(loanSummaryEntity.getPrincipalPaid()), ((LoanBO) account).getLoanActivityDetails().iterator().next().getPrincipalOutstanding());
}
Also used : PaymentData(org.mifos.accounts.util.helpers.PaymentData) MeetingBO(org.mifos.application.meeting.business.MeetingBO) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanOfferingBO(org.mifos.accounts.productdefinition.business.LoanOfferingBO) ArrayList(java.util.ArrayList) Date(java.util.Date) LoanSummaryEntity(org.mifos.accounts.loan.business.LoanSummaryEntity) Test(org.junit.Test)

Aggregations

PaymentData (org.mifos.accounts.util.helpers.PaymentData)59 Money (org.mifos.framework.util.helpers.Money)34 Test (org.junit.Test)32 AccountActionDateEntity (org.mifos.accounts.business.AccountActionDateEntity)24 Date (java.util.Date)22 AccountException (org.mifos.accounts.exceptions.AccountException)22 LoanBO (org.mifos.accounts.loan.business.LoanBO)22 ArrayList (java.util.ArrayList)19 AccountPaymentEntity (org.mifos.accounts.business.AccountPaymentEntity)18 Date (java.sql.Date)17 MeetingBO (org.mifos.application.meeting.business.MeetingBO)15 PersonnelBO (org.mifos.customers.personnel.business.PersonnelBO)15 LocalDate (org.joda.time.LocalDate)11 UserContext (org.mifos.security.util.UserContext)11 BigDecimal (java.math.BigDecimal)10 SavingsPaymentData (org.mifos.accounts.util.helpers.SavingsPaymentData)9 MifosRuntimeException (org.mifos.core.MifosRuntimeException)8 MifosUser (org.mifos.security.MifosUser)7 AccountTrxnEntity (org.mifos.accounts.business.AccountTrxnEntity)6 DateTimeService (org.mifos.framework.util.DateTimeService)6