Examples with CustomerBO org.mifos.customers.business.CustomerBO used on opensource projects

Example 71 with CustomerBO

use of org.mifos.customers.business.CustomerBO in project head by mifos.

the class GroupServiceFacadeWebTier method updateCustomerHistoricalData.

@Override
public void updateCustomerHistoricalData(String globalCustNum, CustomerHistoricalDataUpdateRequest historicalData) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    CustomerBO customerBO = this.customerDao.findCustomerBySystemId(globalCustNum);
    customerBO.updateDetails(userContext);
    try {
        CustomerHistoricalDataEntity customerHistoricalDataEntity = customerBO.getHistoricalData();
        if (customerBO.getPersonnel() != null) {
            checkPermissionForAddingHistoricalData(customerBO.getLevel(), userContext, customerBO.getOffice().getOfficeId(), customerBO.getPersonnel().getPersonnelId());
        } else {
            checkPermissionForAddingHistoricalData(customerBO.getLevel(), userContext, customerBO.getOffice().getOfficeId(), userContext.getId());
        }
        // Integer oldLoanCycleNo = 0;
        if (customerHistoricalDataEntity == null) {
            customerHistoricalDataEntity = new CustomerHistoricalDataEntity(customerBO);
            customerHistoricalDataEntity.setCreatedBy(customerBO.getUserContext().getId());
            customerHistoricalDataEntity.setCreatedDate(new DateTimeService().getCurrentJavaDateTime());
        } else {
            // oldLoanCycleNo =
            // customerHistoricalDataEntity.getLoanCycleNumber();
            customerHistoricalDataEntity.setUpdatedDate(new DateTimeService().getCurrentJavaDateTime());
            customerHistoricalDataEntity.setUpdatedBy(customerBO.getUserContext().getId());
        }
        customerHistoricalDataEntity.setInterestPaid(StringUtils.isBlank(historicalData.getInterestPaid()) ? null : new Money(Money.getDefaultCurrency(), historicalData.getInterestPaid()));
        customerHistoricalDataEntity.setLoanAmount(StringUtils.isBlank(historicalData.getLoanAmount()) ? null : new Money(Money.getDefaultCurrency(), historicalData.getLoanAmount()));
        customerHistoricalDataEntity.setLoanCycleNumber(historicalData.getLoanCycleNumber());
        customerHistoricalDataEntity.setMissedPaymentsCount(historicalData.getMissedPaymentsCount());
        customerHistoricalDataEntity.setNotes(historicalData.getNotes());
        customerHistoricalDataEntity.setProductName(historicalData.getProductName());
        customerHistoricalDataEntity.setTotalAmountPaid(StringUtils.isBlank(historicalData.getTotalAmountPaid()) ? null : new Money(Money.getDefaultCurrency(), historicalData.getTotalAmountPaid()));
        customerHistoricalDataEntity.setTotalPaymentsCount(historicalData.getTotalPaymentsCount());
        customerHistoricalDataEntity.setMfiJoiningDate(historicalData.getMfiJoiningDate());
        this.transactionHelper.startTransaction();
        this.transactionHelper.beginAuditLoggingFor(customerBO);
        customerBO.updateHistoricalData(customerHistoricalDataEntity);
        this.customerDao.save(customerBO);
        this.transactionHelper.commitTransaction();
    } catch (ApplicationException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getKey(), e);
    }
}

Example 72 with CustomerBO

use of org.mifos.customers.business.CustomerBO in project head by mifos.

the class CollectionSheetServiceFacadeWebTier method saveCollectionSheet.

@Override
public CollectionSheetErrorsDto saveCollectionSheet(final CollectionSheetEntryGridDto previousCollectionSheetEntryDto, final Short userId) {
    final SaveCollectionSheetDto saveCollectionSheetDto = new SaveCollectionSheetFromLegacyAssembler().fromWebTierLegacyStructuretoSaveCollectionSheetDto(previousCollectionSheetEntryDto, userId);
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(user);
    int customerId = saveCollectionSheetDto.getSaveCollectionSheetCustomers().get(0).getCustomerId();
    CustomerBO customerBO = this.customerDao.findCustomerById(customerId);
    try {
        personnelDao.checkAccessPermission(userContext, customerBO.getOfficeId(), customerBO.getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    monthClosingServiceFacade.validateTransactionDate(saveCollectionSheetDto.getTransactionDate().toDateMidnight().toDate());
    return saveCollectionSheet(saveCollectionSheetDto);
}

Example 73 with CustomerBO

use of org.mifos.customers.business.CustomerBO in project head by mifos.

the class ClientServiceFacadeWebTier method retrieveClientFormCreationData.

@Override
public ClientFormCreationDto retrieveClientFormCreationData(Short groupFlag, Short officeId, String parentGroupId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    List<PersonnelDto> personnelList = new ArrayList<PersonnelDto>();
    MeetingBO parentCustomerMeeting = null;
    Short formedByPersonnelId = null;
    String formedByPersonnelName = "";
    String centerDisplayName = "";
    String groupDisplayName = "";
    String officeName = "";
    List<FeeBO> fees = new ArrayList<FeeBO>();
    Short applicableOfficeId = officeId;
    if (YesNoFlag.YES.getValue().equals(groupFlag)) {
        Integer parentCustomerId = Integer.valueOf(parentGroupId);
        CustomerBO parentCustomer = this.customerDao.findCustomerById(parentCustomerId);
        groupDisplayName = parentCustomer.getDisplayName();
        if (parentCustomer.getPersonnel() != null) {
            formedByPersonnelId = parentCustomer.getPersonnel().getPersonnelId();
            formedByPersonnelName = parentCustomer.getPersonnel().getDisplayName();
        }
        if (parentCustomer.getParentCustomer() != null) {
            centerDisplayName = parentCustomer.getParentCustomer().getDisplayName();
        }
        applicableOfficeId = parentCustomer.getOffice().getOfficeId();
        officeName = parentCustomer.getOffice().getOfficeName();
        if (parentCustomer.getCustomerMeeting() != null) {
            parentCustomerMeeting = parentCustomer.getCustomerMeetingValue();
            fees = this.customerDao.retrieveFeesApplicableToClientsRefinedBy(parentCustomer.getCustomerMeetingValue());
        } else {
            fees = this.customerDao.retrieveFeesApplicableToClients();
        }
    } else if (YesNoFlag.NO.getValue().equals(groupFlag)) {
        CenterCreation centerCreation = new CenterCreation(applicableOfficeId, userContext.getId(), userContext.getLevelId(), userContext.getPreferredLocale());
        personnelList = this.personnelDao.findActiveLoanOfficersForOffice(centerCreation);
        fees = this.customerDao.retrieveFeesApplicableToClients();
    }
    CustomerApplicableFeesDto applicableFees = CustomerApplicableFeesDto.toDto(fees, userContext);
    List<ApplicableAccountFeeDto> defaultFees = new ArrayList<ApplicableAccountFeeDto>();
    for (FeeDto fee : applicableFees.getDefaultFees()) {
        defaultFees.add(new ApplicableAccountFeeDto(fee.getFeeIdValue().intValue(), fee.getFeeName(), fee.getAmount(), fee.isRemoved(), fee.isWeekly(), fee.isMonthly(), fee.isPeriodic(), fee.getFeeSchedule()));
    }
    List<ApplicableAccountFeeDto> additionalFees = new ArrayList<ApplicableAccountFeeDto>();
    for (FeeDto fee : applicableFees.getAdditionalFees()) {
        additionalFees.add(new ApplicableAccountFeeDto(fee.getFeeIdValue().intValue(), fee.getFeeName(), fee.getAmount(), fee.isRemoved(), fee.isWeekly(), fee.isMonthly(), fee.isPeriodic(), fee.getFeeSchedule()));
    }
    List<SavingsDetailDto> savingsOfferings = this.customerDao.retrieveSavingOfferingsApplicableToClient();
    ClientRulesDto clientRules = retrieveClientRules();
    ClientDropdownsDto clientDropdowns = retrieveClientDropdownData();
    List<PersonnelDto> formedByPersonnel = this.customerDao.findLoanOfficerThatFormedOffice(applicableOfficeId);
    MeetingDto parentMeeting = null;
    if (parentCustomerMeeting != null) {
        parentMeeting = parentCustomerMeeting.toDto();
    }
    return new ClientFormCreationDto(clientDropdowns, clientRules, applicableOfficeId, officeName, formedByPersonnelId, formedByPersonnelName, personnelList, formedByPersonnel, savingsOfferings, parentMeeting, centerDisplayName, groupDisplayName, additionalFees, defaultFees);
}

Example 74 with CustomerBO

use of org.mifos.customers.business.CustomerBO in project head by mifos.

the class ClientServiceFacadeWebTier method createNewClient.

@Override
public CustomerDetailsDto createNewClient(ClientCreationDetail clientCreationDetail, MeetingDto meetingDto, List<SavingsDetailDto> allowedSavingProducts) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    try {
        ClientBO client = null;
        List<AccountFeesEntity> feesForCustomerAccount = convertFeeViewsToAccountFeeEntities(clientCreationDetail.getFeesToApply());
        List<SavingsOfferingBO> selectedOfferings = new ArrayList<SavingsOfferingBO>();
        for (Short productId : clientCreationDetail.getSelectedSavingProducts()) {
            if (productId != null) {
                for (SavingsDetailDto savingsOffering : allowedSavingProducts) {
                    if (productId.equals(savingsOffering.getPrdOfferingId())) {
                        SavingsOfferingBO savingsProduct = savingsProductDao.findById(productId.intValue());
                        selectedOfferings.add(savingsProduct);
                    }
                }
            }
        }
        List<ClientInitialSavingsOfferingEntity> offeringsAssociatedInCreate = new ArrayList<ClientInitialSavingsOfferingEntity>();
        for (SavingsOfferingBO offering : selectedOfferings) {
            offeringsAssociatedInCreate.add(new ClientInitialSavingsOfferingEntity(null, offering));
        }
        Short personnelId = null;
        Short officeId = null;
        ClientNameDetailDto spouseNameDetailView = null;
        if (ClientRules.isFamilyDetailsRequired()) {
        //                actionForm.setFamilyDateOfBirth();
        //                actionForm.constructFamilyDetails();
        } else {
            spouseNameDetailView = clientCreationDetail.getSpouseFatherName();
        }
        String secondMiddleName = null;
        ClientNameDetailEntity clientNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, clientCreationDetail.getClientNameDetailDto());
        ClientNameDetailEntity spouseFatherNameDetailEntity = null;
        if (spouseNameDetailView != null) {
            spouseFatherNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, spouseNameDetailView);
        }
        ClientDetailEntity clientDetailEntity = new ClientDetailEntity();
        clientDetailEntity.updateClientDetails(clientCreationDetail.getClientPersonalDetailDto());
        DateTime dob = new DateTime(clientCreationDetail.getDateOfBirth());
        boolean trainedBool = clientCreationDetail.isTrained();
        DateTime trainedDateTime = null;
        if (clientCreationDetail.getTrainedDate() != null) {
            trainedDateTime = new DateTime(clientCreationDetail.getTrainedDate());
        }
        String clientFirstName = clientCreationDetail.getClientNameDetailDto().getFirstName();
        String clientLastName = clientCreationDetail.getClientNameDetailDto().getLastName();
        String secondLastName = clientCreationDetail.getClientNameDetailDto().getSecondLastName();
        CustomerStatus clientStatus = CustomerStatus.fromInt(clientCreationDetail.getClientStatus());
        PersonnelBO formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
        Address address = null;
        if (clientCreationDetail.getAddress() != null) {
            AddressDto dto = clientCreationDetail.getAddress();
            address = new Address(dto.getLine1(), dto.getLine2(), dto.getLine3(), dto.getCity(), dto.getState(), dto.getCountry(), dto.getZip(), dto.getPhoneNumber());
        }
        if (YesNoFlag.YES.getValue().equals(clientCreationDetail.getGroupFlag())) {
            Integer parentGroupId = Integer.parseInt(clientCreationDetail.getParentGroupId());
            CustomerBO group = this.customerDao.findCustomerById(parentGroupId);
            if (group.getPersonnel() != null) {
                personnelId = group.getPersonnel().getPersonnelId();
            }
            officeId = group.getOffice().getOfficeId();
            client = ClientBO.createNewInGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, new DateTime(clientCreationDetail.getMfiJoiningDate()), group, formedBy, clientNameDetailEntity, dob, clientCreationDetail.getGovernmentId(), trainedBool, trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, offeringsAssociatedInCreate, clientCreationDetail.getExternalId(), address, clientCreationDetail.getActivationDate());
            if (ClientRules.isFamilyDetailsRequired()) {
                client.setFamilyAndNameDetailSets(clientCreationDetail.getFamilyNames(), clientCreationDetail.getFamilyDetails());
            }
            this.customerService.createClient(client, client.getCustomerMeetingValue(), feesForCustomerAccount, selectedOfferings);
        } else {
            personnelId = clientCreationDetail.getLoanOfficerId();
            officeId = clientCreationDetail.getOfficeId();
            PersonnelBO loanOfficer = this.personnelDao.findPersonnelById(personnelId);
            OfficeBO office = this.officeDao.findOfficeById(officeId);
            int lastSearchIdCustomerValue = customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
            MeetingBO clientMeeting = null;
            if (meetingDto != null) {
                clientMeeting = new MeetingFactory().create(meetingDto);
                clientMeeting.setUserContext(userContext);
            }
            client = ClientBO.createNewOutOfGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, new DateTime(clientCreationDetail.getMfiJoiningDate()), office, loanOfficer, clientMeeting, formedBy, clientNameDetailEntity, dob, clientCreationDetail.getGovernmentId(), trainedBool, trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, offeringsAssociatedInCreate, clientCreationDetail.getExternalId(), address, lastSearchIdCustomerValue);
            if (ClientRules.isFamilyDetailsRequired()) {
                client.setFamilyAndNameDetailSets(clientCreationDetail.getFamilyNames(), clientCreationDetail.getFamilyDetails());
            }
            try {
                personnelDao.checkAccessPermission(userContext, client.getOfficeId(), client.getLoanOfficerId());
            } catch (AccountException e) {
                throw new MifosRuntimeException("Access denied!", e);
            }
            this.customerService.createClient(client, clientMeeting, feesForCustomerAccount, selectedOfferings);
        }
        clientPhotoService.create(client.getCustomerId().longValue(), clientCreationDetail.getPicture());
        return new CustomerDetailsDto(client.getCustomerId(), client.getGlobalCustNum());
    } catch (CustomerException e) {
        throw new BusinessRuleException(e.getKey(), e.getValues(), e);
    }
}

Example 75 with CustomerBO

use of org.mifos.customers.business.CustomerBO in project head by mifos.

the class LoanAccountServiceFacadeWebTier method validateLoanWithBackdatedPaymentsDisbursementDate.

@Override
public Errors validateLoanWithBackdatedPaymentsDisbursementDate(LocalDate loanDisbursementDate, Integer customerId, Integer productId) {
    Errors errors = new Errors();
    if (!loanDisbursementDate.isBefore(new LocalDate())) {
        String[] args = { "" };
        errors.addError("dibursementdate.before.todays.date", args);
    }
    CustomerBO customer = this.customerDao.findCustomerById(customerId);
    LocalDate customerActivationDate = new LocalDate(customer.getCustomerActivationDate());
    if (loanDisbursementDate.isBefore(customerActivationDate)) {
        String[] args = { customerActivationDate.toString("dd-MMM-yyyy") };
        errors.addError("dibursementdate.before.customer.activation.date", args);
    }
    LoanOfferingBO loanProduct = this.loanProductDao.findById(productId);
    LocalDate productStartDate = new LocalDate(loanProduct.getStartDate());
    if (loanDisbursementDate.isBefore(productStartDate)) {
        String[] args = { productStartDate.toString("dd-MMM-yyyy") };
        errors.addError("dibursementdate.before.product.startDate", args);
    }
    try {
        this.holidayServiceFacade.validateDisbursementDateForNewLoan(customer.getOfficeId(), loanDisbursementDate.toDateMidnight().toDateTime());
    } catch (BusinessRuleException e) {
        String[] args = { "" };
        errors.addError("dibursementdate.falls.on.holiday", args);
    }
    return errors;
}