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

Example 11 with RecurringSchedule

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

the class ImportLoansSavingsFacadeWebTier method saveLoans.

@Override
public ParsedLoansDto saveLoans(ParsedLoansDto parsedLoansDto) {
    List<CreateAccountFeeDto> defaultAccountFees = new ArrayList<CreateAccountFeeDto>();
    List<QuestionGroupDetail> questionGroupDetails = new ArrayList<QuestionGroupDetail>();
    List<CreateAccountPenaltyDto> defaultPenalties = new ArrayList<CreateAccountPenaltyDto>();
    for (ImportedLoanDetail detail : parsedLoansDto.getSuccessfullyParsedRows()) {
        LoanCreationLoanDetailsDto lcldd = loanAccountServiceFacade.retrieveLoanDetailsForLoanAccountCreation(detail.getCustomerId(), detail.getPrdOfferingId(), false);
        RecurringSchedule recurringSchedule = null;
        MeetingDto meetingDto = lcldd.getCustomerMeetingDetail();
        int meetingEvery = (lcldd.isRepaymentIndependentOfMeetingEnabled()) ? lcldd.getLoanOfferingMeetingDetail().getMeetingDetailsDto().getEvery() : meetingDto.getMeetingDetailsDto().getEvery();
        int loanRecurrenceTypeId = (lcldd.isRepaymentIndependentOfMeetingEnabled()) ? lcldd.getLoanOfferingMeetingDetail().getMeetingDetailsDto().getRecurrenceTypeId() : meetingDto.getMeetingDetailsDto().getRecurrenceTypeId();
        if (loanRecurrenceTypeId == 1) {
            recurringSchedule = new WeeklySchedule(meetingEvery, meetingDto.getMeetingDetailsDto().getRecurrenceDetails().getDayOfWeek());
        } else if (loanRecurrenceTypeId == 2) {
            if (meetingDto.getMeetingDetailsDto().getRecurrenceDetails().getWeekOfMonth().equals(0)) {
                recurringSchedule = new MonthlyOnDayOfMonthSchedule(meetingEvery, meetingDto.getMeetingDetailsDto().getRecurrenceDetails().getDayNumber());
            } else {
                recurringSchedule = new MonthlyOnWeekOfMonthSchedule(meetingEvery, meetingDto.getMeetingDetailsDto().getRecurrenceDetails().getWeekOfMonth(), meetingDto.getMeetingDetailsDto().getRecurrenceDetails().getDayOfWeek());
            }
        } else if (loanRecurrenceTypeId == 3) {
            recurringSchedule = new DailySchedule(meetingEvery);
        }
        CreateLoanAccount cla = new CreateLoanAccount(detail.getCustomerId(), new Integer(detail.getPrdOfferingId()), new Integer(detail.getStatus()), detail.getLoanAmount(), lcldd.getMinLoanAmount(), lcldd.getMaxLoanAmount(), detail.getInterestRate().doubleValue(), new LocalDate(detail.getDisbursalDate().getTime()), null, detail.getNumberOfInstallments(), lcldd.getMinNumberOfInstallments(), lcldd.getMaxNumberOfInstallments(), detail.getGracePeriod(), detail.getSourceOfFundId(), detail.getLoanPurposeId(), detail.getCollateralTypeId(), detail.getCollateralNotes(), detail.getExternalId(), lcldd.isRepaymentIndependentOfMeetingEnabled(), recurringSchedule, defaultAccountFees, defaultPenalties);
        cla.setPredefinedAccountNumber(detail.getAccountNumber());
        cla.setFlagId(detail.getFlag());
        this.loanAccountServiceFacade.createLoan(cla, questionGroupDetails, null);
    }
    return null;
}

Example 12 with RecurringSchedule

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

the class TestSaveCollectionSheetUtils method createSampleCenterHierarchy.

/**
     * By default generates 1 center, 1 group and 1 client with 1 loan to be disbursed and 1
     * weekly account collection fee. Can be configured to add in other invalid entries.
     */
public void createSampleCenterHierarchy(Date date) throws Exception {
    MeetingBO weeklyMeeting = new MeetingBuilder().customerMeeting().weekly().every(1).startingToday().build();
    IntegrationTestObjectMother.saveMeeting(weeklyMeeting);
    center = new CenterBuilder().withNumberOfExistingCustomersInOffice(3).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);
    AmountFeeBO weeklyPeriodicFeeForFirstClients = new FeeBuilder().appliesToClientsOnly().withFeeAmount("87.0").withName("First Client Weekly Periodic Fee").withSameRecurrenceAs(weeklyMeeting).with(sampleBranchOffice()).build();
    IntegrationTestObjectMother.saveFee(weeklyPeriodicFeeForFirstClients);
    client = new ClientBuilder().withMeeting(weeklyMeeting).withName("Client 1").withOffice(sampleBranchOffice()).withLoanOfficer(testUser()).withParentCustomer(group).buildForIntegrationTests();
    IntegrationTestObjectMother.createClient(client, weeklyMeeting);
    MeetingBO loanMeeting = TestObjectFactory.createLoanMeeting(client.getCustomerMeeting().getMeeting());
    LoanOfferingBO loanOffering = TestObjectFactory.createLoanOffering("Loan", ApplicableTo.CLIENTS, date, PrdStatus.LOAN_ACTIVE, 1200.0, 1.2, 12, InterestType.FLAT, loanMeeting);
    SecurityContext securityContext = new SecurityContextImpl();
    MifosUser principal = new MifosUserBuilder().nonLoanOfficer().withAdminRole().build();
    Authentication authentication = new TestingAuthenticationToken(principal, principal);
    securityContext.setAuthentication(authentication);
    SecurityContextHolder.setContext(securityContext);
    BigDecimal loanAmount = BigDecimal.valueOf(Double.valueOf("1200.0"));
    BigDecimal minAllowedLoanAmount = loanAmount;
    BigDecimal maxAllowedLoanAmount = loanAmount;
    Double interestRate = Double.valueOf("10.0");
    LocalDate disbursementDate = new LocalDate(date);
    int numberOfInstallments = 12;
    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>();
    CreateLoanAccount createLoanAccount = new CreateLoanAccount(client.getCustomerId(), loanOffering.getPrdOfferingId().intValue(), AccountState.LOAN_APPROVED.getValue().intValue(), loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, interestRate, disbursementDate, null, numberOfInstallments, minAllowedNumberOfInstallments, maxAllowedNumberOfInstallments, graceDuration, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId, repaymentScheduleIndependentOfCustomerMeeting, recurringSchedule, accountFees, new ArrayList<CreateAccountPenaltyDto>());
    loan = IntegrationTestObjectMother.createClientLoan(createLoanAccount);
    loan.updateDetails(TestUtils.makeUser());
}

Example 13 with RecurringSchedule

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

the class GroupLoanAccountController 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);
    Map<String, List<CreateAccountFeeDto>> memberAccountsFees = LoanCreationHelper.translateToMemberAccountsFeeDtos(formBean);
    Map<String, List<CreateAccountFeeDto>> memberAccountsAdditionalFees = LoanCreationHelper.translateToMemberAccountsAdditionalFeeDtos(formBean);
    for (Map.Entry<String, List<CreateAccountFeeDto>> memberAccountEntry : memberAccountsAdditionalFees.entrySet()) {
        memberAccountsFees.get(memberAccountEntry.getKey()).addAll(memberAccountsAdditionalFees.get(memberAccountEntry.getKey()));
    }
    BigDecimal loanAmount = BigDecimal.valueOf(formBean.getAmount().doubleValue());
    BigDecimal minAllowedLoanAmount = BigDecimal.valueOf(formBean.getMinAllowedAmount().doubleValue());
    BigDecimal maxAllowedLoanAmount = BigDecimal.valueOf(formBean.getMaxAllowedAmount().doubleValue());
    Map<Integer, List<LoanPaymentDto>> backdatedMemberLoanPayments = new HashMap<Integer, List<LoanPaymentDto>>();
    List<Integer> memberIds = loanControllerHelper.getSelectedMemberIdsFromFormBean(formBean);
    for (Integer memberId : memberIds) {
        String memberIdString = memberId.toString();
        List<Number> actualPaymentAmountDetails = loanScheduleFormBean.getMemberSchedules().get(memberIdString).getActualPaymentAmounts();
        List<LoanPaymentDto> backdatedLoanPayments = new ArrayList<LoanPaymentDto>();
        List<DateTime> actualPaymentDates = loanScheduleFormBean.getMemberSchedules().get(memberIdString).getActualPaymentDates();
        List<Short> actualPaymentTypes = loanScheduleFormBean.getMemberSchedules().get(memberIdString).getActualPaymentTypes();
        for (int i = 0; i < actualPaymentAmountDetails.size(); ++i) {
            Number actualPaymentAmount = actualPaymentAmountDetails.get(i);
            if (actualPaymentAmount.doubleValue() > 0) {
                LocalDate transactionDate = new LocalDate(actualPaymentDates.get(i));
                backdatedLoanPayments.add(new LoanPaymentDto(actualPaymentAmount.toString(), transactionDate, actualPaymentTypes.get(i), null));
            }
        }
        backdatedMemberLoanPayments.put(memberId, backdatedLoanPayments);
    }
    CreateLoanAccount loanAccountDetails = prepareLoanAccount(accountState, formBean, disbursementDate, recurringSchedule, accountFees, accountPenalties, loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount);
    List<CreateLoanAccount> memberAccounts = createGroupLoanMembers(accountState, formBean, disbursementDate, recurringSchedule, memberAccountsFees, accountPenalties, loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount);
    BigDecimal totalLoanAmount = BigDecimal.valueOf(formBean.getAmount().doubleValue());
    CreateGroupLoanAccount createGroupLoanAccount = new CreateGroupLoanAccount(memberAccounts, totalLoanAmount, loanAccountDetails);
    return groupLoanAccountServiceFacade.createBackdatedGroupLoan(createGroupLoanAccount, backdatedMemberLoanPayments, loanAccountQuestionGroupFormBean.getQuestionGroups(), loanAccountCashFlow);
}

Example 14 with RecurringSchedule

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

the class LoanArrearsAgingHelperIntegrationTest method createBasicLoanAccount.

private LoanBO createBasicLoanAccount(final CustomerBO customer, final AccountState state, final LoanOfferingBO loanOffering, String loanAmountAsString, short numInstallments, double interestRate) {
    MeetingBO meeting = TestObjectFactory.createLoanMeeting(customer.getCustomerMeeting().getMeeting());
    List<Date> meetingDates = TestObjectFactory.getMeetingDates(customer.getOfficeId(), meeting, numInstallments);
    LoanOfferingBO loanProduct = IntegrationTestObjectMother.findLoanProductBySystemId(loanOffering.getGlobalPrdOfferingNum());
    BigDecimal loanAmount = BigDecimal.valueOf(Double.valueOf(loanAmountAsString));
    BigDecimal minAllowedLoanAmount = loanAmount;
    BigDecimal maxAllowedLoanAmount = loanAmount;
    LocalDate disbursementDate = new LocalDate(meetingDates.get(0));
    int numberOfInstallments = numInstallments;
    int minAllowedNumberOfInstallments = loanProduct.getEligibleInstallmentSameForAllLoan().getMaxNoOfInstall();
    int maxAllowedNumberOfInstallments = loanProduct.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>();
    CreateLoanAccount createLoanAccount = new CreateLoanAccount(customer.getCustomerId(), loanProduct.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>());
    return IntegrationTestObjectMother.createClientLoan(createLoanAccount);
}