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

Example 21 with CustomerBO

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

the class MeetingAction method update.

@TransactionDemarcate(validateAndResetToken = true)
@CloseSession
public ActionForward update(ActionMapping mapping, ActionForm form, HttpServletRequest request, @SuppressWarnings("unused") HttpServletResponse response) throws Exception {
    MeetingActionForm actionForm = (MeetingActionForm) form;
    MeetingBO meeting = createMeeting(actionForm);
    CustomerBO customerInSession = (CustomerBO) SessionUtils.getAttribute(Constants.BUSINESS_KEY, request);
    MeetingDto meetingDto = null;
    if (meeting != null) {
        meetingDto = meeting.toDto();
    }
    meetingServiceFacade.updateCustomerMeeting(meetingDto, customerInSession.getCustomerId());
    ActionForwards forward = forwardForUpdate(actionForm.getCustomerLevelValue());
    return mapping.findForward(forward.toString());
}

Example 22 with CustomerBO

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

the class SavingsAction method getPrdOfferings.

@TransactionDemarcate(saveToken = true)
public ActionForward getPrdOfferings(ActionMapping mapping, ActionForm form, HttpServletRequest request, @SuppressWarnings("unused") HttpServletResponse response) throws Exception {
    SavingsActionForm savingsActionForm = ((SavingsActionForm) form);
    doCleanUp(savingsActionForm, request);
    Integer customerId = Integer.valueOf(savingsActionForm.getCustomerId());
    CustomerBO customer = this.customerDao.findCustomerById(customerId);
    SessionUtils.setAttribute(SavingsConstants.CLIENT, customer, request);
    List<PrdOfferingDto> savingPrds = this.savingsServiceFacade.retrieveApplicableSavingsProductsForCustomer(customerId);
    SessionUtils.setCollectionAttribute(SavingsConstants.SAVINGS_PRD_OFFERINGS, savingPrds, request);
    return mapping.findForward(AccountConstants.GET_PRDOFFERINGS_SUCCESS);
}

Example 23 with CustomerBO

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

the class CustomerTagGenerator method buildLink.

private void buildLink(StringBuilder strBuilder, CustomerBO customer, CustomerBO originalCustomer, boolean selfLinkRequired, Object randomNum) {
    if (customer == null) {
        return;
    }
    try {
        CustomerBO customerReloaded = new CustomerPersistence().getCustomer(customer.getCustomerId());
        buildLink(strBuilder, customerReloaded.getParentCustomer(), originalCustomer, selfLinkRequired, randomNum);
        strBuilder.append(" / ");
        createCustomerLink(strBuilder, customer, originalCustomer, selfLinkRequired, randomNum);
    } catch (PersistenceException e) {
        throw new RuntimeException(e);
    }
}

Example 24 with CustomerBO

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

the class ImportClientsServiceFacadeWebTier method save.

@Override
public ParsedClientsDto save(ParsedClientsDto parsedClientsDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    DateTimeService dateTimeService = new DateTimeService();
    /* Construct ClientBO objects */
    List<NewClientDto> newClients = new ArrayList<NewClientDto>();
    for (ImportedClientDetail importedClient : parsedClientsDto.getSuccessfullyParsedRows()) {
        String secondMiddleName = null;
        ClientCreationDetail clientCreationDetail = importedClient.getClientCreationDetail();
        PersonnelBO formedBy = null;
        /* Client name details */
        ClientNameDetailDto clientNameDetails = clientCreationDetail.getClientNameDetailDto();
        ClientNameDetailEntity clientNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, clientNameDetails);
        ClientDetailEntity clientDetailEntity = new ClientDetailEntity();
        clientDetailEntity.updateClientDetails(clientCreationDetail.getClientPersonalDetailDto());
        String clientFirstName = clientNameDetails.getFirstName();
        String clientLastName = clientNameDetails.getLastName();
        String secondLastName = clientNameDetails.getSecondLastName();
        /* Spouse/father name details */
        ClientNameDetailEntity spouseFatherNameDetailEntity = null;
        if (clientCreationDetail.getSpouseFatherName() != null) {
            spouseFatherNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, clientCreationDetail.getSpouseFatherName());
        }
        /* Data conversion */
        DateTime dateOfBirth = new DateTime(clientCreationDetail.getDateOfBirth());
        DateTime mfiJoiningDate = new DateTime(clientCreationDetail.getMfiJoiningDate());
        DateTime trainedDateTime = null;
        if (clientCreationDetail.getTrainedDate() != null) {
            trainedDateTime = new DateTime(clientCreationDetail.getTrainedDate());
        }
        /* Status */
        CustomerStatus clientStatus = CustomerStatus.fromInt(clientCreationDetail.getClientStatus());
        CustomerStatus finalStatus = clientStatus;
        if (clientStatus == CustomerStatus.CLIENT_ACTIVE && clientCreationDetail.getActivationDate() == null) {
            clientStatus = CustomerStatus.CLIENT_PENDING;
        }
        /* Address */
        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());
        }
        // empty list
        List<ClientInitialSavingsOfferingEntity> associatedOfferings = new ArrayList<ClientInitialSavingsOfferingEntity>();
        // client object
        ClientBO client;
        if (clientCreationDetail.getGroupFlag() == 1) {
            CustomerBO group = customerDao.findCustomerBySystemId(clientCreationDetail.getParentGroupId());
            if (clientCreationDetail.getFormedBy() != null) {
                formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
            } else {
                formedBy = group.getPersonnel();
            }
            client = ClientBO.createNewInGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, mfiJoiningDate, group, formedBy, clientNameDetailEntity, dateOfBirth, clientCreationDetail.getGovernmentId(), clientCreationDetail.isTrained(), trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, associatedOfferings, clientCreationDetail.getExternalId(), address, clientCreationDetail.getActivationDate());
        } else {
            Short officeId = clientCreationDetail.getOfficeId();
            Short officerId = clientCreationDetail.getLoanOfficerId();
            PersonnelBO loanOfficer = personnelDao.findPersonnelById(officerId);
            OfficeBO office = this.officeDao.findOfficeById(officeId);
            if (clientCreationDetail.getFormedBy() != null) {
                formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
            } else {
                formedBy = loanOfficer;
            }
            int lastSearchIdCustomerValue = customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
            /* meeting */
            final MeetingDto meetingDto = importedClient.getMeeting();
            MeetingBO clientMeeting = null;
            if (meetingDto != null) {
                clientMeeting = new MeetingFactory().create(meetingDto);
                clientMeeting.setUserContext(userContext);
            }
            client = ClientBO.createNewOutOfGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, mfiJoiningDate, office, loanOfficer, clientMeeting, formedBy, clientNameDetailEntity, dateOfBirth, clientCreationDetail.getGovernmentId(), clientCreationDetail.isTrained(), trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, associatedOfferings, clientCreationDetail.getExternalId(), address, lastSearchIdCustomerValue);
            if (clientCreationDetail.getActivationDate() != null) {
                client.setCustomerActivationDate(clientCreationDetail.getActivationDate().toDateMidnight().toDate());
            }
        }
        // global id
        if (importedClient.getClientGlobalNum() != null) {
            client.setGlobalCustNum(importedClient.getClientGlobalNum());
        }
        NewClientDto newClient = new NewClientDto(client, finalStatus);
        newClients.add(newClient);
    }
    /* Validate client data */
    for (NewClientDto newClient : newClients) {
        ClientBO client = newClient.getClientBO();
        try {
            client.validate();
            customerDao.validateClientForDuplicateNameOrGovtId(client.getDisplayName(), client.getDateOfBirth(), client.getGovernmentId());
        } catch (CustomerException ex) {
            throw new MifosRuntimeException(ex);
        }
    }
    /* Save clients */
    // empty list
    List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>();
    try {
        hibernateTransactionHelper.startTransaction();
        for (NewClientDto newClient : newClients) {
            ClientBO client = newClient.getClientBO();
            CustomerStatus finalStatus = newClient.getCustomerStatus();
            // status to pending approval if active
            MeetingBO meeting = client.getCustomerMeetingValue();
            customerDao.save(client);
            hibernateTransactionHelper.flushSession();
            CalendarEvent applicableCalendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(client.getOfficeId());
            CustomerAccountBO customerAccount = customerAccountFactory.create(client, accountFees, meeting, applicableCalendarEvents);
            client.addAccount(customerAccount);
            customerDao.save(client);
            hibernateTransactionHelper.flushSession();
            if (client.getParentCustomer() != null) {
                customerDao.save(client.getParentCustomer());
            }
            if (client.getGlobalCustNum() == null) {
                client.generateGlobalCustomerNumber();
            }
            client.generateSearchId();
            customerDao.save(client);
            hibernateTransactionHelper.flushSession();
            if (client.getParentCustomer() != null) {
                customerDao.save(client.getParentCustomer());
            }
            /* activate client */
            if (finalStatus == CustomerStatus.CLIENT_ACTIVE) {
                hibernateTransactionHelper.flushSession();
                hibernateTransactionHelper.beginAuditLoggingFor(client);
                client.clearCustomerFlagsIfApplicable(client.getStatus(), finalStatus);
                client.updateCustomerStatus(finalStatus);
                // changeStatus(client, oldStatus, newStatus);
                if (client.getParentCustomer() != null) {
                    CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(client, client.getParentCustomer());
                    client.addCustomerHierarchy(hierarchy);
                }
                if (client.getCustomerActivationDate() != null) {
                    client.setCustomerActivationDate(client.getCustomerActivationDate());
                } else {
                    client.setCustomerActivationDate(dateTimeService.getCurrentJavaDateTime());
                }
                customerAccount.createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(client, accountFees, meeting, applicableCalendarEvents, new DateTime(client.getCustomerActivationDate()));
                customerDao.save(client);
            }
        }
        hibernateTransactionHelper.commitTransaction();
    } catch (Exception ex) {
        hibernateTransactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(ex);
    }
    return parsedClientsDto;
}

Example 25 with CustomerBO

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

the class XlsLoansAccountImporter method parse.

/**
     * Parse input stream.
     * @param is input stream containing loan accounts' data
     * @return object containing successfully parsed rows and rows with errors
     */
public ParsedLoansDto parse(InputStream is) {
    //prepare objects: result, lists for rows
    ParsedLoansDto result = null;
    List<String> errors = new ArrayList<String>();
    //temporary list for new accounts numbers, currently not used
    List<String> newAccountsNumbers = new ArrayList<String>();
    List<ImportedLoanDetail> parsedLoanDetails = new ArrayList<ImportedLoanDetail>();
    // open spreadsheet
    try {
        HSSFWorkbook workbook = new HSSFWorkbook(is);
        HSSFSheet sheet = workbook.getSheetAt(0);
        // check first row of data
        HSSFRow row = sheet.getRow(XlsLoansImportTemplateConstants.FIRST_ROW_WITH_DATA.getValue());
        if (row == null) {
            throw new XlsParsingException(getMessage(XlsMessageConstants.NOT_ENOUGH_INPUT_ROW, null));
        }
        Iterator<Row> iterator = sheet.rowIterator();
        // skip to rows with data
        while (iterator.hasNext() && (iterator.next().getRowNum() < XlsLoansImportTemplateConstants.FIRST_ROW_WITH_DATA.getValue() - 1)) ;
        // parse loan account's data
        while (iterator.hasNext()) {
            row = (HSSFRow) iterator.next();
            List<Object> params = new ArrayList<Object>();
            // setup the first cell
            XlsLoansImportTemplateConstants currentCell = XlsLoansImportTemplateConstants.ACCOUNT_NUMBER;
            try {
                // account number
                String accountNumber = getCellStringValue(row, currentCell);
                // TODO: rewrite this account number validation to more universal and extract method
                if (StringUtils.isBlank(accountNumber) && isEdit) {
                    //editing and account number is missing
                    throw new XlsParsingException(getCellError(XlsMessageConstants.MISSING_ACCOUNT_NUMBER, row, currentCell.getValue(), null));
                } else //TODO: validation if account for edition exists
                if (StringUtils.isBlank(accountNumber) && !isEdit) {
                    //not editing, adding with predefined account number and account number is not good
                    accountNumber = null;
                } else //account number is good for creating new account with predefined account number...
                if (!StringUtils.isBlank(accountNumber) && !isEdit) {
                    //...but it's duplicate
                    if (!validateAccountNumber(accountNumber, newAccountsNumbers)) {
                        params.clear();
                        params.add(accountNumber);
                        throw new XlsParsingException(getCellError(XlsMessageConstants.DUPLICATE_GLOBAL_NUM_ERROR, row, currentCell.getValue(), params));
                    }
                }
                //all good, account is either predefined from xls document or null and will be generated 
                //TODO: extract methods that can be shared between loans and savings
                // customer global id
                currentCell = XlsLoansImportTemplateConstants.CUSTOMER_GLOBAL_ID;
                String customerGlobalId = getCellStringValue(row, currentCell);
                if (customerGlobalId.isEmpty()) {
                    throw new XlsParsingException(getCellError(XlsMessageConstants.CUSTOMER_NOT_BLANK, row, currentCell.getValue(), params));
                }
                CustomerBO customerBO = null;
                customerBO = validateCustomerGlobalId(customerGlobalId);
                if (customerBO == null) {
                    params.clear();
                    params.add(customerGlobalId);
                    throw new XlsParsingException(getCellError(XlsMessageConstants.CUSTOMER_NOT_FOUND, row, currentCell.getValue(), params));
                }
                // product name
                currentCell = XlsLoansImportTemplateConstants.PRODUCT_NAME;
                String productName = getCellStringValue(row, currentCell);
                LoanOfferingBO loanOfferingBO = null;
                loanOfferingBO = validateProductName(productName, customerBO, row, currentCell.getValue());
                //TODO: add support for backdated payments
                LoanCreationLoanDetailsDto lcldd = loanAccountServiceFacade.retrieveLoanDetailsForLoanAccountCreation(customerBO.getCustomerId(), loanOfferingBO.getPrdOfferingId(), false);
                // status name
                currentCell = XlsLoansImportTemplateConstants.STATUS_NAME;
                String statusName = getCellStringValue(row, currentCell);
                XlsLoanSavingsAccountStatesConstants statusConstant = null;
                statusConstant = validateStatusName(statusName, customerBO, this.isEdit, row, currentCell.getValue());
                // status reason flag
                currentCell = XlsLoansImportTemplateConstants.CANCEL_FlAG_REASON;
                String cancelReason = getCellStringValue(row, currentCell);
                XlsLoanSavingsFlagsConstants flagConstant = null;
                flagConstant = validateStatusFlagReason(cancelReason, statusName, AccountTypes.LOAN_ACCOUNT, row, currentCell.getValue());
                // loan amount
                currentCell = XlsLoansImportTemplateConstants.LOAN_AMOUNT;
                BigDecimal loanAmount = getCellDecimalValue(row, currentCell);
                validateAmount(loanAmount, loanOfferingBO, customerBO, lcldd, row, currentCell.getValue());
                // Interest rate
                currentCell = XlsLoansImportTemplateConstants.INTEREST_RATE;
                BigDecimal interestRate = getCellDecimalValue(row, currentCell);
                validateInterestRate(interestRate, loanOfferingBO, customerBO, lcldd, row, currentCell.getValue());
                // number of installments
                currentCell = XlsLoansImportTemplateConstants.NO_OF_INSTALLMENTS;
                Integer numberOfInstallments = getCellIntegerValue(row, currentCell);
                validateNumberOfInstallments(numberOfInstallments, customerBO, loanOfferingBO, lcldd, row, currentCell.getValue());
                // disbursal date
                currentCell = XlsLoansImportTemplateConstants.DISBURLSAL_DATE;
                Date disbursalDate = getCellDateValue(row, currentCell);
                validateDisbursalDate(disbursalDate, customerBO, loanOfferingBO, currentCell.getValue(), row, statusName);
                // grace period
                currentCell = XlsLoansImportTemplateConstants.GRACE_PERIOD;
                Integer gracePeriod = getCellIntegerValue(row, currentCell);
                validateGracePeriod(gracePeriod, loanOfferingBO, customerBO, numberOfInstallments, row, currentCell.getValue());
                // source of founds
                currentCell = XlsLoansImportTemplateConstants.SOURCE_OF_FOUNDS;
                List<FundDto> funds = lcldd.getFundDtos();
                String sourceOfFund = getCellStringValue(row, currentCell);
                Integer sourceOfFundId = null;
                sourceOfFundId = validateSourceOfFund(sourceOfFund, funds, row, currentCell.getValue());
                // purpose
                List<ValueListElement> purposes = lcldd.getLoanPurposes();
                currentCell = XlsLoansImportTemplateConstants.PURPOSE;
                String loanPurpose = getCellStringValue(row, currentCell);
                Integer loanPurposeId = null;
                loanPurposeId = validateLoanPurposeId(loanPurpose, purposes, row, currentCell.getValue());
                // collateral type
                currentCell = XlsLoansImportTemplateConstants.COLLATERAL_TYPE;
                Integer collateralTypeId = null;
                String collateralType = getCellStringValue(row, currentCell);
                Map<String, String> collaterals = lcldd.getCollateralOptions();
                collateralTypeId = validateCollateralType(collateralType, collaterals, row, currentCell.getValue());
                // collateral notes
                currentCell = XlsLoansImportTemplateConstants.COLLATERAL_NOTES;
                String collateralNotes = getCellStringValue(row, currentCell);
                collateralNotes = StringUtils.isBlank(collateralNotes) ? null : collateralNotes;
                // external id
                currentCell = XlsLoansImportTemplateConstants.EXTERNAL_ID;
                String externalId = getCellStringValue(row, currentCell);
                externalId = StringUtils.isBlank(externalId) ? null : externalId;
                //...will be used for editing/adding loans with predefined account numbers
                if (accountNumber != null) {
                    newAccountsNumbers.add(accountNumber);
                }
                //create final objects
                //TODO handle backdated payments
                Short flagValue = flagConstant == null ? null : flagConstant.getFlag().getValue();
                ImportedLoanDetail detail = new ImportedLoanDetail(accountNumber, customerBO.getCustomerId(), loanOfferingBO.getPrdOfferingId(), statusConstant.getState().getValue(), flagValue, loanAmount, interestRate, numberOfInstallments, disbursalDate, gracePeriod, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId);
                parsedLoanDetails.add(detail);
            } catch (XlsParsingException xex) {
                if (xex.isMultiple()) {
                    for (String msg : xex.getMessages()) {
                        errors.add(msg);
                    }
                } else {
                    errors.add(xex.getMessage());
                }
            } catch (Exception cex) {
                errors.add(cex.getMessage());
            }
        }
    } catch (Exception ex) {
        errors.add(ex.getMessage());
    }
    result = new ParsedLoansDto(errors, parsedLoanDetails);
    return result;
}