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Example 11 with CreateLoanAccount

use of org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount in project head by mifos.

the class GroupLoanAccountServiceFacadeWebTier method getGroupLoanScheduleDto.

@Override
public GroupLoanScheduleDto getGroupLoanScheduleDto(CreateGroupLoanAccount loanAccountInfo, List<CreateLoanAccount> memberDetails) {
    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>();
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
    // 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);
    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());
    loan.markAsCreatedWithBackdatedPayments();
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber());
    }
    // 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());
        }
        memberLoan.markAsCreatedWithBackdatedPayments();
        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);
    // translate schedules to dto form
    Map<Integer, LoanScheduleEntity> parentScheduleEntities = loan.getLoanScheduleEntityMap();
    List<LoanCreationInstallmentDto> parentInstallments = new ArrayList<LoanCreationInstallmentDto>();
    Map<Integer, List<LoanCreationInstallmentDto>> memberInstallments = new HashMap<Integer, List<LoanCreationInstallmentDto>>();
    for (CreateLoanAccount member : memberDetails) {
        memberInstallments.put(member.getCustomerId(), new ArrayList<LoanCreationInstallmentDto>());
    }
    Short digitsAfterDecimal = AccountingRules.getDigitsAfterDecimal();
    for (Integer installmentId : parentScheduleEntities.keySet()) {
        LoanScheduleEntity loanScheduleEntity = parentScheduleEntities.get(installmentId);
        parentInstallments.add(loanScheduleEntity.toLoanCreationInstallmentDto(digitsAfterDecimal));
        for (LoanBO memberLoan : memberLoans) {
            LoanScheduleEntity memberLoanScheduleEntity = memberLoan.getLoanScheduleEntityMap().get(installmentId);
            memberInstallments.get(memberLoan.getCustomer().getCustomerId()).add(memberLoanScheduleEntity.toLoanCreationInstallmentDto(digitsAfterDecimal));
        }
    }
    GroupLoanScheduleDto groupScheduleDto = new GroupLoanScheduleDto(customer.getDisplayName(), Double.valueOf(loan.getLoanAmount().getAmountDoubleValue()), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loan.getGraceType().getValue().intValue(), parentInstallments);
    groupScheduleDto.setMemberSchedules(new HashMap<Integer, LoanScheduleDto>());
    for (LoanBO memberLoan : memberLoans) {
        Integer id = memberLoan.getCustomer().getCustomerId();
        LoanScheduleDto memberScheduleDto = new LoanScheduleDto(memberLoan.getCustomer().getDisplayName(), Double.valueOf(memberLoan.getLoanAmount().getAmountDoubleValue()), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loan.getGraceType().getValue().intValue(), memberInstallments.get(id));
        groupScheduleDto.getMemberSchedules().put(id, memberScheduleDto);
    }
    return groupScheduleDto;
}
Also used : HashMap(java.util.HashMap) 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) 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) ArrayList(java.util.ArrayList) List(java.util.List) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanScheduleDto(org.mifos.dto.screen.LoanScheduleDto) GroupLoanScheduleDto(org.mifos.dto.screen.GroupLoanScheduleDto) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) LoanScheduleEntity(org.mifos.accounts.loan.business.LoanScheduleEntity) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) 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) LoanCreationInstallmentDto(org.mifos.dto.domain.LoanCreationInstallmentDto) BigDecimal(java.math.BigDecimal) MeetingDto(org.mifos.dto.domain.MeetingDto) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) GroupLoanScheduleDto(org.mifos.dto.screen.GroupLoanScheduleDto)

Example 12 with CreateLoanAccount

use of org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount 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;
}
Also used : SecurityContextImpl(org.springframework.security.core.context.SecurityContextImpl) AccountFeesActionDetailEntity(org.mifos.accounts.business.AccountFeesActionDetailEntity) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ArrayList(java.util.ArrayList) LocalDate(org.joda.time.LocalDate) Money(org.mifos.framework.util.helpers.Money) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) MifosCurrency(org.mifos.application.master.business.MifosCurrency) GregorianCalendar(java.util.GregorianCalendar) Calendar(java.util.Calendar) GregorianCalendar(java.util.GregorianCalendar) MifosUser(org.mifos.security.MifosUser) MifosUserBuilder(org.mifos.builders.MifosUserBuilder) TestingAuthenticationToken(org.springframework.security.authentication.TestingAuthenticationToken) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) BigDecimal(java.math.BigDecimal) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) Authentication(org.springframework.security.core.Authentication) SecurityContext(org.springframework.security.core.context.SecurityContext)

Example 13 with CreateLoanAccount

use of org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount 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);
}
Also used : MeetingBO(org.mifos.application.meeting.business.MeetingBO) GroupBuilder(org.mifos.domain.builders.GroupBuilder) LoanProductBuilder(org.mifos.domain.builders.LoanProductBuilder) ArrayList(java.util.ArrayList) CenterBuilder(org.mifos.domain.builders.CenterBuilder) LocalDate(org.joda.time.LocalDate) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) BigDecimal(java.math.BigDecimal) FeeBuilder(org.mifos.domain.builders.FeeBuilder) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) LoanOfferingBO(org.mifos.accounts.productdefinition.business.LoanOfferingBO) MeetingBuilder(org.mifos.domain.builders.MeetingBuilder) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) ClientBuilder(org.mifos.domain.builders.ClientBuilder)

Example 14 with CreateLoanAccount

use of org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount 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());
}
Also used : SecurityContextImpl(org.springframework.security.core.context.SecurityContextImpl) MeetingBO(org.mifos.application.meeting.business.MeetingBO) GroupBuilder(org.mifos.domain.builders.GroupBuilder) ArrayList(java.util.ArrayList) CenterBuilder(org.mifos.domain.builders.CenterBuilder) LocalDate(org.joda.time.LocalDate) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) ClientBuilder(org.mifos.domain.builders.ClientBuilder) MifosUser(org.mifos.security.MifosUser) MifosUserBuilder(org.mifos.builders.MifosUserBuilder) TestingAuthenticationToken(org.springframework.security.authentication.TestingAuthenticationToken) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) BigDecimal(java.math.BigDecimal) FeeBuilder(org.mifos.domain.builders.FeeBuilder) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) Authentication(org.springframework.security.core.Authentication) LoanOfferingBO(org.mifos.accounts.productdefinition.business.LoanOfferingBO) SecurityContext(org.springframework.security.core.context.SecurityContext) MeetingBuilder(org.mifos.domain.builders.MeetingBuilder)

Example 15 with CreateLoanAccount

use of org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount 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);
}
Also used : HashMap(java.util.HashMap) ArrayList(java.util.ArrayList) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) CreateGroupLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateGroupLoanAccount) LoanPaymentDto(org.mifos.dto.domain.LoanPaymentDto) ArrayList(java.util.ArrayList) List(java.util.List) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) BigDecimal(java.math.BigDecimal) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) HashMap(java.util.HashMap) Map(java.util.Map)

Aggregations

CreateLoanAccount (org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount)17 ArrayList (java.util.ArrayList)15 CreateAccountPenaltyDto (org.mifos.dto.domain.CreateAccountPenaltyDto)14 BigDecimal (java.math.BigDecimal)13 LocalDate (org.joda.time.LocalDate)13 RecurringSchedule (org.mifos.clientportfolio.loan.service.RecurringSchedule)12 CreateAccountFeeDto (org.mifos.dto.domain.CreateAccountFeeDto)12 MeetingBO (org.mifos.application.meeting.business.MeetingBO)8 MifosUser (org.mifos.security.MifosUser)6 HashMap (java.util.HashMap)5 List (java.util.List)5 AmountFeeBO (org.mifos.accounts.fees.business.AmountFeeBO)5 LoanCreationResultDto (org.mifos.dto.screen.LoanCreationResultDto)5 Date (java.util.Date)4 DateTime (org.joda.time.DateTime)4 AccountFeesEntity (org.mifos.accounts.business.AccountFeesEntity)4 LoanOfferingBO (org.mifos.accounts.productdefinition.business.LoanOfferingBO)4 LoanBO (org.mifos.accounts.loan.business.LoanBO)3 CreateGlimLoanAccount (org.mifos.clientportfolio.newloan.applicationservice.CreateGlimLoanAccount)3 GroupMemberAccountDto (org.mifos.clientportfolio.newloan.applicationservice.GroupMemberAccountDto)3