Examples with RecurringSchedule org.mifos.clientportfolio.loan.service.RecurringSchedule used on opensource projects

Example 6 with RecurringSchedule

use of org.mifos.clientportfolio.loan.service.RecurringSchedule in project head by mifos.

the class LoanAccountController method submitLoanApplication.

private LoanCreationResultDto submitLoanApplication(Integer accountState, LoanAccountFormBean formBean, LoanAccountQuestionGroupFormBean loanAccountQuestionGroupFormBean, LoanAccountCashFlow loanAccountCashFlow, CashFlowSummaryFormBean cashFlowSummaryFormBean, LoanScheduleFormBean loanScheduleFormBean) {
    LocalDate disbursementDate = LoanCreationHelper.translateDisbursementDateToLocalDate(formBean);
    RecurringSchedule recurringSchedule = LoanCreationHelper.determineRecurringSchedule(formBean);
    List<CreateAccountFeeDto> accountFees = LoanCreationHelper.translateToAccountFeeDtos(formBean);
    List<CreateAccountFeeDto> additionalAccountFees = LoanCreationHelper.translateToAdditionalAccountFeeDtos(formBean);
    List<CreateAccountPenaltyDto> accountPenalties = LoanCreationHelper.translateToAccountPenaltyDtos(formBean);
    accountFees.addAll(additionalAccountFees);
    BigDecimal loanAmount = BigDecimal.valueOf(formBean.getAmount().doubleValue());
    BigDecimal minAllowedLoanAmount = BigDecimal.valueOf(formBean.getMinAllowedAmount().doubleValue());
    BigDecimal maxAllowedLoanAmount = BigDecimal.valueOf(formBean.getMaxAllowedAmount().doubleValue());
    CreateLoanAccount loanAccountDetails = new CreateLoanAccount(formBean.getCustomerId(), formBean.getProductId(), accountState, loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, formBean.getInterestRate().doubleValue(), disbursementDate, null, formBean.getNumberOfInstallments().intValue(), formBean.getMinNumberOfInstallments().intValue(), formBean.getMaxNumberOfInstallments().intValue(), formBean.getGraceDuration().intValue(), formBean.getFundId(), formBean.getLoanPurposeId(), formBean.getCollateralTypeId(), formBean.getCollateralNotes(), formBean.getExternalId(), formBean.isRepaymentScheduleIndependentOfCustomerMeeting(), recurringSchedule, accountFees, accountPenalties);
    LoanCreationResultDto loanCreationResultDto = null;
    if (formBean.isGlimApplicable()) {
        List<GroupMemberAccountDto> memberAccounts = createGroupMemberAccounts(formBean);
        BigDecimal totalLoanAmount = BigDecimal.valueOf(formBean.getAmount().doubleValue());
        CreateGlimLoanAccount createGroupLoanAccount = new CreateGlimLoanAccount(memberAccounts, totalLoanAmount, loanAccountDetails);
        loanCreationResultDto = loanAccountServiceFacade.createGroupLoanWithIndividualMonitoring(createGroupLoanAccount, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow);
    } else {
        if (formBean.isVariableInstallmentsAllowed()) {
            List<DateTime> installmentDates = cashFlowSummaryFormBean.getInstallments();
            List<Number> totalInstallmentAmounts = cashFlowSummaryFormBean.getInstallmentAmounts();
            if (installmentDates.isEmpty()) {
                installmentDates = loanScheduleFormBean.getInstallments();
                totalInstallmentAmounts = loanScheduleFormBean.getInstallmentAmounts();
            }
            // api for creating loan with premade loan schedule
            loanCreationResultDto = loanAccountServiceFacade.createLoan(loanAccountDetails, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow, installmentDates, totalInstallmentAmounts);
        } else {
            loanCreationResultDto = loanAccountServiceFacade.createLoan(loanAccountDetails, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow);
        }
    }
    List<CommonsMultipartFile> formFiles = formBean.getFiles();
    List<UploadedFileDto> filesMetadata = formBean.getFilesMetadata();
    for (int i = 0; i < formFiles.size(); i++) {
        if (formFiles.get(i).getSize() != 0) {
            InputStream inputStream;
            try {
                inputStream = formFiles.get(i).getInputStream();
            } catch (IOException e) {
                throw new MifosRuntimeException();
            }
            UploadedFileDto fileMetadata = filesMetadata.get(i);
            loanAccountServiceFacade.uploadFile(loanCreationResultDto.getAccountId(), inputStream, fileMetadata);
        }
    }
    return loanCreationResultDto;
}

Example 7 with RecurringSchedule

use of org.mifos.clientportfolio.loan.service.RecurringSchedule in project head by mifos.

the class LoanAccountController method retrieveLoanSchedule.

public LoanScheduleDto retrieveLoanSchedule(int customerId, int productId, LoanAccountFormBean formBean, BackdatedPaymentable loanScheduleFormBean, boolean resetRedoLoanAccountDetails) {
    LocalDate disbursementDate = LoanCreationHelper.translateDisbursementDateToLocalDate(formBean);
    RecurringSchedule recurringSchedule = LoanCreationHelper.determineRecurringSchedule(formBean);
    List<CreateAccountFeeDto> accountFees = LoanCreationHelper.translateToAccountFeeDtos(formBean);
    List<CreateAccountFeeDto> additionalAccountFees = LoanCreationHelper.translateToAdditionalAccountFeeDtos(formBean);
    accountFees.addAll(additionalAccountFees);
    CreateLoanSchedule createLoanAccount = new CreateLoanSchedule(customerId, productId, BigDecimal.valueOf(formBean.getAmount().doubleValue()), formBean.getInterestRate().doubleValue(), disbursementDate, formBean.getNumberOfInstallments().intValue(), formBean.getGraceDuration().intValue(), formBean.isRepaymentScheduleIndependentOfCustomerMeeting(), recurringSchedule, accountFees);
    LoanScheduleDto loanSchedule = null;
    if (formBean.isVariableInstallmentsAllowed() && !loanScheduleFormBean.getInstallments().isEmpty()) {
        loanSchedule = loanAccountServiceFacade.createLoanSchedule(createLoanAccount, loanScheduleFormBean.getInstallments(), loanScheduleFormBean.getInstallmentAmounts());
    } else {
        loanSchedule = loanAccountServiceFacade.createLoanSchedule(createLoanAccount);
    }
    loanControllerHelper.populateFormBeanFromDto(customerId, productId, formBean, loanScheduleFormBean, disbursementDate, loanSchedule, resetRedoLoanAccountDetails);
    return loanSchedule;
}

Example 8 with RecurringSchedule

use of org.mifos.clientportfolio.loan.service.RecurringSchedule in project head by mifos.

the class LoanAccountController method submitLoanWithBackdatedPaymentsApplication.

private LoanCreationResultDto submitLoanWithBackdatedPaymentsApplication(Integer accountState, LoanAccountFormBean formBean, LoanAccountQuestionGroupFormBean loanAccountQuestionGroupFormBean, LoanAccountCashFlow loanAccountCashFlow, CashFlowSummaryFormBean cashFlowSummaryFormBean, LoanScheduleFormBean loanScheduleFormBean) {
    LocalDate disbursementDate = LoanCreationHelper.translateDisbursementDateToLocalDate(formBean);
    RecurringSchedule recurringSchedule = LoanCreationHelper.determineRecurringSchedule(formBean);
    List<CreateAccountFeeDto> accountFees = LoanCreationHelper.translateToAccountFeeDtos(formBean);
    List<CreateAccountPenaltyDto> accountPenalties = LoanCreationHelper.translateToAccountPenaltyDtos(formBean);
    List<CreateAccountFeeDto> additionalAccountFees = LoanCreationHelper.translateToAdditionalAccountFeeDtos(formBean);
    accountFees.addAll(additionalAccountFees);
    BigDecimal loanAmount = BigDecimal.valueOf(formBean.getAmount().doubleValue());
    BigDecimal minAllowedLoanAmount = BigDecimal.valueOf(formBean.getMinAllowedAmount().doubleValue());
    BigDecimal maxAllowedLoanAmount = BigDecimal.valueOf(formBean.getMaxAllowedAmount().doubleValue());
    CreateLoanAccount loanAccountDetails = new CreateLoanAccount(formBean.getCustomerId(), formBean.getProductId(), accountState, loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, formBean.getInterestRate().doubleValue(), disbursementDate, formBean.getDisbursalPaymentTypeId(), formBean.getNumberOfInstallments().intValue(), formBean.getMinNumberOfInstallments().intValue(), formBean.getMaxNumberOfInstallments().intValue(), formBean.getGraceDuration().intValue(), formBean.getFundId(), formBean.getLoanPurposeId(), formBean.getCollateralTypeId(), formBean.getCollateralNotes(), formBean.getExternalId(), formBean.isRepaymentScheduleIndependentOfCustomerMeeting(), recurringSchedule, accountFees, accountPenalties);
    List<LoanPaymentDto> backdatedLoanPayments = new ArrayList<LoanPaymentDto>();
    int index = 0;
    List<Number> actualPaymentAmountDetails = cashFlowSummaryFormBean.getActualPaymentAmounts();
    if (actualPaymentAmountDetails.isEmpty()) {
        actualPaymentAmountDetails = loanScheduleFormBean.getActualPaymentAmounts();
    }
    for (Number actualPaymentAmount : actualPaymentAmountDetails) {
        if (actualPaymentAmount.doubleValue() > 0) {
            LocalDate transactionDate = new LocalDate(loanScheduleFormBean.getActualPaymentDates().get(index));
            backdatedLoanPayments.add(new LoanPaymentDto(actualPaymentAmount.toString(), transactionDate, loanScheduleFormBean.getActualPaymentTypes().get(index), null));
        }
        index++;
    }
    LoanCreationResultDto loanCreationResultDto = null;
    if (formBean.isGlimApplicable()) {
        List<GroupMemberAccountDto> memberAccounts = createGroupMemberAccounts(formBean);
        BigDecimal totalLoanAmount = BigDecimal.valueOf(formBean.getAmount().doubleValue());
        CreateGlimLoanAccount createGroupLoanAccount = new CreateGlimLoanAccount(memberAccounts, totalLoanAmount, loanAccountDetails);
        loanCreationResultDto = loanAccountServiceFacade.createBackdatedGroupLoanWithIndividualMonitoring(createGroupLoanAccount, backdatedLoanPayments, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow);
    } else if (formBean.isVariableInstallmentsAllowed()) {
        List<DateTime> installmentDates = cashFlowSummaryFormBean.getInstallments();
        List<Number> installmentPrincipalAmounts = cashFlowSummaryFormBean.getInstallmentAmounts();
        if (installmentDates.isEmpty()) {
            installmentDates = loanScheduleFormBean.getInstallments();
            installmentPrincipalAmounts = loanScheduleFormBean.getInstallmentAmounts();
        }
        // api for creating loan with premade loan schedule
        loanCreationResultDto = loanAccountServiceFacade.createBackdatedLoan(loanAccountDetails, backdatedLoanPayments, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow, installmentDates, installmentPrincipalAmounts);
    } else {
        loanCreationResultDto = loanAccountServiceFacade.createBackdatedLoan(loanAccountDetails, backdatedLoanPayments, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow);
    }
    return loanCreationResultDto;
}

Example 9 with RecurringSchedule

use of org.mifos.clientportfolio.loan.service.RecurringSchedule in project head by mifos.

the class LoanBOTestUtils method createLoanAccount.

/**
     * Like
     * <b>createLoanAccountWithDisbursement(String, CustomerBO, AccountState, Date, LoanOfferingBO, int, Short)</b>
     * but differs in various ways.
     * <p/>
     * This test code needs to be refactored! By creating the loan with a
     * set of terms, then directly manipulating instance variables to completely
     * change the repayment schedule, it leaves the loan in an inconsistent
     * state, which leads one to suspect the validity of any of the 67 unit
     * tests that use it.
     *
     * It has been verified that setActionDate method calls in the loop below
     * will set the dates of the installments incorrectly for some if not all
     * cases. For certain classes of tests this doesn't matter, but for others
     * (involving verifying dates) it does. So BEWARE if you call down through
     * this method.
     *
     * @param globalNum
     */
public static LoanBO createLoanAccount(final String globalNum, final CustomerBO customer, final AccountState state, final Date startDate, final LoanOfferingBO loanOffering) {
    Calendar calendar = new GregorianCalendar();
    calendar.setTime(startDate);
    MeetingBO meeting = TestObjectFactory.createLoanMeeting(customer.getCustomerMeeting().getMeeting());
    List<Date> meetingDates = TestObjectFactory.getMeetingDates(customer.getOfficeId(), meeting, 6);
    MifosCurrency currency = loanOffering.getCurrency();
    AmountFeeBO maintanenceFee = (AmountFeeBO) TestObjectFactory.createPeriodicAmountFee("Mainatnence Fee", FeeCategory.LOAN, "100", RecurrenceType.WEEKLY, Short.valueOf("1"));
    IntegrationTestObjectMother.saveFee(maintanenceFee);
    BigDecimal loanAmount = BigDecimal.valueOf(DEFAULT_LOAN_AMOUNT);
    BigDecimal minAllowedLoanAmount = loanAmount;
    BigDecimal maxAllowedLoanAmount = loanAmount;
    Double interestRate = loanOffering.getDefInterestRate();
    LocalDate disbursementDate = new LocalDate(meetingDates.get(0));
    int numberOfInstallments = 6;
    int minAllowedNumberOfInstallments = loanOffering.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int maxAllowedNumberOfInstallments = loanOffering.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int graceDuration = 0;
    Integer sourceOfFundId = null;
    Integer loanPurposeId = null;
    Integer collateralTypeId = null;
    String collateralNotes = null;
    String externalId = null;
    boolean repaymentScheduleIndependentOfCustomerMeeting = false;
    RecurringSchedule recurringSchedule = null;
    List<CreateAccountFeeDto> accountFees = new ArrayList<CreateAccountFeeDto>();
    accountFees.add(new CreateAccountFeeDto(maintanenceFee.getFeeId().intValue(), maintanenceFee.getFeeAmount().toString()));
    CreateLoanAccount createLoanAccount = new CreateLoanAccount(customer.getCustomerId(), loanOffering.getPrdOfferingId().intValue(), state.getValue().intValue(), loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, interestRate, disbursementDate, null, numberOfInstallments, minAllowedNumberOfInstallments, maxAllowedNumberOfInstallments, graceDuration, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId, repaymentScheduleIndependentOfCustomerMeeting, recurringSchedule, accountFees, new ArrayList<CreateAccountPenaltyDto>());
    SecurityContext securityContext = new SecurityContextImpl();
    MifosUser principal = new MifosUserBuilder().nonLoanOfficer().withAdminRole().build();
    Authentication authentication = new TestingAuthenticationToken(principal, principal);
    securityContext.setAuthentication(authentication);
    SecurityContextHolder.setContext(securityContext);
    LoanBO loan = IntegrationTestObjectMother.createClientLoan(createLoanAccount);
    loan.updateDetails(TestUtils.makeUser());
    AccountFeesEntity accountPeriodicFee = new AccountFeesEntity(loan, maintanenceFee, (maintanenceFee).getFeeAmount().getAmountDoubleValue());
    AccountTestUtils.addAccountFees(accountPeriodicFee, loan);
    loan.setLoanMeeting(meeting);
    short i = 0;
    for (Date date : meetingDates) {
        LoanScheduleEntity actionDate = (LoanScheduleEntity) loan.getAccountActionDate(++i);
        actionDate.setPrincipal(new Money(currency, "100.0"));
        actionDate.setInterest(new Money(currency, "12.0"));
        // the following line overwrites the correct loan schedule dates
        // with dates that are not correct!
        actionDate.setActionDate(new java.sql.Date(date.getTime()));
        actionDate.setPaymentStatus(PaymentStatus.UNPAID);
        AccountTestUtils.addAccountActionDate(actionDate, loan);
        AccountFeesActionDetailEntity accountFeesaction = new LoanFeeScheduleEntity(actionDate, maintanenceFee, accountPeriodicFee, new Money(currency, "100.0"));
        setFeeAmountPaid(accountFeesaction, new Money(currency, "0.0"));
        actionDate.addAccountFeesAction(accountFeesaction);
    }
    loan.setCreatedBy(Short.valueOf("1"));
    loan.setCreatedDate(new Date(System.currentTimeMillis()));
    setLoanSummary(loan, currency);
    return loan;
}

Example 10 with RecurringSchedule

use of org.mifos.clientportfolio.loan.service.RecurringSchedule in project head by mifos.

the class LoanAdjustmentsIntegrationTest method createLoan.

private LoanBO createLoan() throws Exception {
    MeetingBO weeklyMeeting = new MeetingBuilder().customerMeeting().weekly().every(1).startingToday().build();
    IntegrationTestObjectMother.saveMeeting(weeklyMeeting);
    center = new CenterBuilder().with(weeklyMeeting).withName("Center").with(sampleBranchOffice()).withLoanOfficer(testUser()).build();
    IntegrationTestObjectMother.createCenter(center, weeklyMeeting);
    group = new GroupBuilder().withMeeting(weeklyMeeting).withName("Group").withOffice(sampleBranchOffice()).withLoanOfficer(testUser()).withParentCustomer(center).build();
    IntegrationTestObjectMother.createGroup(group, weeklyMeeting);
    client = new ClientBuilder().withMeeting(weeklyMeeting).withName("Client").withOffice(sampleBranchOffice()).withLoanOfficer(testUser()).withParentCustomer(group).buildForIntegrationTests();
    IntegrationTestObjectMother.createClient(client, weeklyMeeting);
    LoanOfferingBO loanOffering = new LoanProductBuilder().withName("Adjust Loan Product").withMeeting(weeklyMeeting).buildForIntegrationTests();
    IntegrationTestObjectMother.createProduct(loanOffering);
    AmountFeeBO periodicFee = new FeeBuilder().appliesToLoans().periodic().withFeeAmount("10.0").withName("Periodic Fee").with(sampleBranchOffice()).build();
    IntegrationTestObjectMother.saveFee(periodicFee);
    BigDecimal loanAmount = BigDecimal.valueOf(Double.valueOf("1000.0"));
    BigDecimal minAllowedLoanAmount = loanAmount;
    BigDecimal maxAllowedLoanAmount = loanAmount;
    Double interestRate = loanOffering.getDefInterestRate();
    LocalDate disbursementDate = new LocalDate();
    int numberOfInstallments = 10;
    int minAllowedNumberOfInstallments = loanOffering.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int maxAllowedNumberOfInstallments = loanOffering.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int graceDuration = 0;
    Integer sourceOfFundId = null;
    Integer loanPurposeId = null;
    Integer collateralTypeId = null;
    String collateralNotes = null;
    String externalId = null;
    boolean repaymentScheduleIndependentOfCustomerMeeting = false;
    RecurringSchedule recurringSchedule = null;
    List<CreateAccountFeeDto> accountFees = new ArrayList<CreateAccountFeeDto>();
    accountFees.add(new CreateAccountFeeDto(periodicFee.getFeeId().intValue(), periodicFee.getFeeAmount().toString()));
    CreateLoanAccount createLoanAccount = new CreateLoanAccount(client.getCustomerId(), loanOffering.getPrdOfferingId().intValue(), AccountState.LOAN_ACTIVE_IN_GOOD_STANDING.getValue().intValue(), loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, interestRate, disbursementDate, null, numberOfInstallments, minAllowedNumberOfInstallments, maxAllowedNumberOfInstallments, graceDuration, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId, repaymentScheduleIndependentOfCustomerMeeting, recurringSchedule, accountFees, new ArrayList<CreateAccountPenaltyDto>());
    return IntegrationTestObjectMother.createClientLoan(createLoanAccount);
}