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

Example 26 with CustomerBO

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

the class SavingsServiceFacadeWebTier method createSavingsAccount.

@Override
public String createSavingsAccount(OpeningBalanceSavingsAccount openingBalanceSavingsAccount) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    LocalDate createdDate = new LocalDate();
    Integer createdById = user.getUserId();
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(createdById.shortValue());
    CustomerBO customer = this.customerDao.findCustomerBySystemId(openingBalanceSavingsAccount.getCustomerGlobalId());
    SavingsOfferingBO savingsProduct = this.savingsProductDao.findBySystemId(openingBalanceSavingsAccount.getProductGlobalId());
    AccountState savingsAccountState = AccountState.fromShort(openingBalanceSavingsAccount.getAccountState());
    Money recommendedOrMandatory = new Money(savingsProduct.getCurrency(), openingBalanceSavingsAccount.getRecommendedOrMandatoryAmount());
    Money openingBalance = new Money(savingsProduct.getCurrency(), new BigDecimal(0));
    LocalDate activationDate = openingBalanceSavingsAccount.getActivationDate();
    CalendarEvent calendarEvents = this.holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
    SavingsAccountActivationDetail activationDetails = SavingsBO.generateAccountActivationDetails(customer, savingsProduct, recommendedOrMandatory, savingsAccountState, calendarEvents, activationDate);
    SavingsBO savingsAccount = SavingsBO.createOpeningBalanceIndividualSavingsAccount(customer, savingsProduct, recommendedOrMandatory, savingsAccountState, createdDate, createdById, activationDetails, createdBy, openingBalance);
    savingsAccount.setGlobalAccountNum(openingBalanceSavingsAccount.getAccountNumber());
    savingsAccount.setSavingsBalance(openingBalance);
    DateTimeService dateTimeService = new DateTimeService();
    savingsAccount.setDateTimeService(dateTimeService);
    openingBalance = new Money(savingsProduct.getCurrency(), openingBalanceSavingsAccount.getOpeningBalance());
    if (savingsAccountState.isActiveLoanAccountState()) {
        savingsAccount.resetRecommendedAmountOnFutureInstallments();
    }
    try {
        if (openingBalance.isGreaterThanZero()) {
            PaymentData paymentData = new PaymentData(openingBalance, createdBy, Short.valueOf("1"), activationDate.toDateMidnight().toDate());
            paymentData.setCustomer(customer);
            savingsAccount.applyPayment(paymentData);
        }
        this.transactionHelper.startTransaction();
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.flushSession();
        // savingsAccount.generateSystemId(createdBy.getOffice().getGlobalOfficeNum());
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.commitTransaction();
        return savingsAccount.getGlobalAccountNum();
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (Exception e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}

Example 27 with CustomerBO

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

the class SavingsServiceFacadeWebTier method retrieveApplicableSavingsProductsForCustomer.

@Override
public List<PrdOfferingDto> retrieveApplicableSavingsProductsForCustomer(Integer customerId) {
    List<PrdOfferingDto> applicableSavingsProducts = new ArrayList<PrdOfferingDto>();
    CustomerBO customer = this.customerDao.findCustomerById(customerId);
    applicableSavingsProducts = this.savingsProductDao.findSavingsProductByCustomerLevel(customer.getCustomerLevel());
    return applicableSavingsProducts;
}

Example 28 with CustomerBO

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

the class SavingsServiceFacadeWebTier method retrieveAdjustmentReferenceData.

@Override
public SavingsAdjustmentReferenceDto retrieveAdjustmentReferenceData(Long savingsId, Integer paymentId) {
    SavingsBO savings = savingsDao.findById(savingsId);
    AccountPaymentEntity payment = (paymentId == null) ? null : savings.findPaymentById(paymentId);
    String clientName = null;
    String amount = null;
    boolean depositOrWithdrawal = false;
    if (payment != null) {
        amount = payment.getAmount().toString();
        depositOrWithdrawal = payment.isSavingsDepositOrWithdrawal();
    }
    if (!savings.getCustomer().isClient() && payment != null) {
        CustomerBO customer = null;
        for (AccountTrxnEntity accountTrxn : payment.getAccountTrxns()) {
            customer = accountTrxn.getCustomer();
            break;
        }
        if (customer != null && customer.isClient()) {
            clientName = customer.getDisplayName();
        }
    }
    return new SavingsAdjustmentReferenceDto(clientName, amount, depositOrWithdrawal);
}

Example 29 with CustomerBO

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

the class SavingsServiceFacadeWebTier method closeSavingsAccount.

@Override
public void closeSavingsAccount(Long savingsId, String notes, SavingsWithdrawalDto closeAccountDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    savingsAccount.updateDetails(userContext);
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    LocalDate closureDate = closeAccountDto.getDateOfWithdrawal();
    // Assumption that all previous interest postings occurred correctly
    InterestScheduledEvent postingSchedule = savingsInterestScheduledEventFactory.createScheduledEventFrom(savingsAccount.getInterestPostingMeeting());
    LocalDate nextPostingDate = new LocalDate(savingsAccount.getNextIntPostDate());
    LocalDate startOfPostingPeriod = postingSchedule.findFirstDateOfPeriodForMatchingDate(nextPostingDate);
    CalendarPeriod postingPeriodAtClosure;
    if (startOfPostingPeriod.isAfter(closureDate)) {
        postingPeriodAtClosure = new CalendarPeriod(closureDate, closureDate);
    } else {
        postingPeriodAtClosure = new CalendarPeriod(startOfPostingPeriod, closureDate);
    }
    List<EndOfDayDetail> allEndOfDayDetailsForAccount = savingsDao.retrieveAllEndOfDayDetailsFor(savingsAccount.getCurrency(), Long.valueOf(savingsId));
    InterestPostingPeriodResult postingPeriodAtClosureResult = determinePostingPeriodResult(postingPeriodAtClosure, savingsAccount, allEndOfDayDetailsForAccount);
    savingsAccount.postInterest(postingSchedule, postingPeriodAtClosureResult, createdBy);
    AccountNotesEntity notesEntity = new AccountNotesEntity(new DateTimeService().getCurrentJavaSqlDate(), notes, createdBy, savingsAccount);
    try {
        CustomerBO customer = savingsAccount.getCustomer();
        if (closeAccountDto.getCustomerId() != null) {
            List<CustomerBO> clientList = new CustomerPersistence().getActiveAndOnHoldChildren(savingsAccount.getCustomer().getSearchId(), savingsAccount.getCustomer().getOfficeId(), CustomerLevel.CLIENT);
            for (CustomerBO client : clientList) {
                if (closeAccountDto.getCustomerId().intValue() == client.getCustomerId().intValue()) {
                    customer = client;
                    break;
                }
            }
        }
        Money amount = new Money(savingsAccount.getCurrency(), closeAccountDto.getAmount().toString());
        PaymentTypeEntity paymentType = new PaymentTypeEntity(closeAccountDto.getModeOfPayment().shortValue());
        Date receiptDate = null;
        if (closeAccountDto.getDateOfReceipt() != null) {
            receiptDate = closeAccountDto.getDateOfReceipt().toDateMidnight().toDate();
        }
        AccountPaymentEntity closeAccount = new AccountPaymentEntity(savingsAccount, amount, closeAccountDto.getReceiptId(), receiptDate, paymentType, closeAccountDto.getDateOfWithdrawal().toDateMidnight().toDate());
        this.transactionHelper.startTransaction();
        this.transactionHelper.beginAuditLoggingFor(savingsAccount);
        savingsAccount.closeAccount(closeAccount, notesEntity, customer, createdBy);
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.commitTransaction();
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (PersistenceException e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}

Example 30 with CustomerBO

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

the class SavingsServiceFacadeWebTier method createSavingsAccount.

@Override
public Long createSavingsAccount(SavingsAccountCreationDto savingsAccountCreation, List<QuestionGroupDetail> questionGroups) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    LocalDate createdDate = new LocalDate();
    Integer createdById = user.getUserId();
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(createdById.shortValue());
    CustomerBO customer = this.customerDao.findCustomerById(savingsAccountCreation.getCustomerId());
    SavingsOfferingBO savingsProduct = this.savingsProductDao.findById(savingsAccountCreation.getProductId());
    Money recommendedOrMandatory = new Money(savingsProduct.getCurrency(), savingsAccountCreation.getRecommendedOrMandatoryAmount());
    AccountState savingsAccountState = AccountState.fromShort(savingsAccountCreation.getAccountState());
    CalendarEvent calendarEvents = this.holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
    SavingsAccountTypeInspector savingsAccountWrapper = new SavingsAccountTypeInspector(customer, savingsProduct.getRecommendedAmntUnit());
    try {
        SavingsBO savingsAccount = null;
        if (savingsAccountWrapper.isIndividualSavingsAccount()) {
            savingsAccount = SavingsBO.createIndividalSavingsAccount(customer, savingsProduct, recommendedOrMandatory, savingsAccountState, createdDate, createdById, calendarEvents, createdBy);
        } else if (savingsAccountWrapper.isJointSavingsAccountWithClientTracking()) {
            List<CustomerBO> activeAndOnHoldClients = new CustomerPersistence().getActiveAndOnHoldChildren(customer.getSearchId(), customer.getOfficeId(), CustomerLevel.CLIENT);
            savingsAccount = SavingsBO.createJointSavingsAccount(customer, savingsProduct, recommendedOrMandatory, savingsAccountState, createdDate, createdById, calendarEvents, createdBy, activeAndOnHoldClients);
        }
        try {
            personnelDao.checkAccessPermission(userContext, savingsAccount.getOfficeId(), savingsAccount.getCustomer().getLoanOfficerId());
        } catch (AccountException e) {
            throw new MifosRuntimeException("Access denied!", e);
        }
        this.transactionHelper.startTransaction();
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.flushSession();
        savingsAccount.generateSystemId(createdBy.getOffice().getGlobalOfficeNum());
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.flushSession();
        // save question groups
        if (!questionGroups.isEmpty()) {
            Integer eventSourceId = questionnaireServiceFacade.getEventSourceId("Create", "Savings");
            QuestionGroupDetails questionGroupDetails = new QuestionGroupDetails(Integer.valueOf(user.getUserId()).shortValue(), savingsAccount.getAccountId(), eventSourceId, questionGroups);
            questionnaireServiceFacade.saveResponses(questionGroupDetails);
        }
        this.transactionHelper.commitTransaction();
        return savingsAccount.getAccountId().longValue();
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (Exception e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}