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

Example 41 with CustomerBO

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

the class SavingsCloseTest method whenClosingAccountShouldPostInterestWhenRemainingSavingsBalanceIsLessThanAmountBeingWithdrawn.

@Test
public void whenClosingAccountShouldPostInterestWhenRemainingSavingsBalanceIsLessThanAmountBeingWithdrawn() {
    Money remainingBalance = TestUtils.createMoney("100");
    savingsAccount = new SavingsAccountBuilder().active().withSavingsProduct(savingsProduct).withCustomer(client).withBalanceOf(remainingBalance).build();
    Money withdrawalAtCloseAmount = TestUtils.createMoney("105.56");
    AccountPaymentEntity payment = new AccountPaymentEntityBuilder().with(savingsAccount).with(withdrawalAtCloseAmount).build();
    AccountNotesEntity notes = new AccountNotesEntityBuilder().build();
    CustomerBO customer = new ClientBuilder().buildForUnitTests();
    PersonnelBO loggedInUser = new PersonnelBuilder().build();
    // pre verification
    assertTrue(savingsAccount.getAccountPayments().isEmpty());
    // exercise test
    savingsAccount.closeAccount(payment, notes, customer, loggedInUser);
    // verification
    assertFalse(savingsAccount.getAccountPayments().isEmpty());
    assertThat(savingsAccount.getAccountPayments().size(), is(2));
    AccountPaymentEntity interestPayment = savingsAccount.getAccountPayments().get(0);
    assertThat(interestPayment.getAmount(), is(TestUtils.createMoney("5.56")));
    AccountPaymentEntity withdrawalPayment = savingsAccount.getAccountPayments().get(1);
    assertThat(withdrawalPayment.getAmount(), is(TestUtils.createMoney("105.56")));
}

Example 42 with CustomerBO

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

the class SavingsCloseTest method whenClosingAccountShouldCreateStatusChangeHistoryForClosure.

@Test
public void whenClosingAccountShouldCreateStatusChangeHistoryForClosure() {
    Money remainingBalance = TestUtils.createMoney("100");
    savingsAccount = new SavingsAccountBuilder().active().withSavingsProduct(savingsProduct).withCustomer(client).withBalanceOf(remainingBalance).build();
    AccountPaymentEntity payment = new AccountPaymentEntityBuilder().with(savingsAccount).with(remainingBalance).build();
    AccountNotesEntity notes = new AccountNotesEntityBuilder().build();
    CustomerBO customer = new ClientBuilder().buildForUnitTests();
    PersonnelBO loggedInUser = new PersonnelBuilder().build();
    // pre verification
    assertThat(savingsAccount.getAccountStatusChangeHistory().size(), is(1));
    // exercise test
    savingsAccount.closeAccount(payment, notes, customer, loggedInUser);
    // verification
    assertThat(savingsAccount.getAccountStatusChangeHistory().size(), is(2));
    AccountStatusChangeHistoryEntity closure = savingsAccount.getAccountStatusChangeHistory().get(1);
    assertThat(closure.getAccount(), is((AccountBO) savingsAccount));
    assertTrue(closure.getOldStatus().isInState(AccountState.SAVINGS_ACTIVE));
    assertTrue(closure.getNewStatus().isInState(AccountState.SAVINGS_CLOSED));
}

Example 43 with CustomerBO

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

the class CustomerRESTController method getApplicableFees.

@RequestMapping(value = "/customer/num-{globalCustNum}/fees", method = RequestMethod.GET)
@ResponseBody
public Map<String, Map<String, String>> getApplicableFees(@PathVariable String globalCustNum) throws Exception {
    CustomerBO customerBO = this.customerDao.findCustomerBySystemId(globalCustNum);
    Integer accountId = customerBO.getCustomerAccount().getAccountId();
    List<ApplicableCharge> applicableCharges = this.accountServiceFacade.getApplicableFees(accountId);
    Map<String, Map<String, String>> map = new HashMap<String, Map<String, String>>();
    for (ApplicableCharge applicableCharge : applicableCharges) {
        Map<String, String> feeMap = new HashMap<String, String>();
        feeMap.put("feeId", applicableCharge.getFeeId());
        feeMap.put("amountOrRate", applicableCharge.getAmountOrRate());
        feeMap.put("formula", applicableCharge.getFormula());
        feeMap.put("periodicity", applicableCharge.getPeriodicity());
        feeMap.put("paymentType", applicableCharge.getPaymentType());
        feeMap.put("isRateType", applicableCharge.getIsRateType());
        map.put(applicableCharge.getFeeName(), feeMap);
    }
    return map;
}

Example 44 with CustomerBO

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

the class LoanAccountRESTController method fullRepay.

@RequestMapping(value = "/account/loan/num-{globalAccountNum}/fullrepay", method = RequestMethod.POST)
@ResponseBody
public Map<String, String> fullRepay(@PathVariable String globalAccountNum, @RequestParam(required = false) String paymentDate, @RequestParam(required = false) Short receiptId, @RequestParam(required = false) String receiptDate, @RequestParam(required = false) Short paymentModeId, @RequestParam Boolean waiveInterest) throws Exception {
    LoanBO loan = this.loanDao.findByGlobalAccountNum(globalAccountNum);
    validateLoanAccountState(loan);
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    RepayLoanDto repayLoanDto = this.loanAccountServiceFacade.retrieveLoanRepaymentDetails(globalAccountNum);
    DateTime today = new DateTime();
    Date paymentDateTime = new Date(today.toDate().getTime());
    if (paymentDate != null && !paymentDate.isEmpty()) {
        paymentDateTime = new Date(validateDateString(paymentDate, format).toDate().getTime());
    }
    String receiptIdString = null;
    if (receiptId != null) {
        receiptIdString = receiptId.toString();
    }
    Date receiptDateTime = null;
    if (receiptDate != null && !receiptDate.isEmpty()) {
        receiptDateTime = new Date(validateDateString(receiptDate, format).toDate().getTime());
    }
    String paymentTypeId = null;
    if (paymentModeId != null) {
        paymentTypeId = paymentModeId.toString();
    }
    validateDisbursementPaymentTypeId(paymentModeId, accountService.getLoanPaymentTypes());
    BigDecimal totalRepaymentAmount = (new Money(loan.getCurrency(), repayLoanDto.getEarlyRepaymentMoney())).getAmount();
    BigDecimal waivedAmount = (new Money(loan.getCurrency(), repayLoanDto.getWaivedRepaymentMoney())).getAmount();
    BigDecimal earlyRepayAmount = totalRepaymentAmount;
    if (Boolean.TRUE.equals(waiveInterest)) {
        earlyRepayAmount = waivedAmount;
    }
    RepayLoanInfoDto repayLoanInfoDto = new RepayLoanInfoDto(globalAccountNum, Double.toString(earlyRepayAmount.doubleValue()), receiptIdString, receiptDateTime, paymentTypeId, (short) user.getUserId(), waiveInterest.booleanValue(), paymentDateTime, totalRepaymentAmount, waivedAmount);
    Money outstandingBeforePayment = loan.getLoanSummary().getOutstandingBalance();
    this.loanAccountServiceFacade.makeEarlyRepaymentWithCommit(repayLoanInfoDto);
    CustomerBO client = loan.getCustomer();
    Map<String, String> map = new HashMap<String, String>();
    map.put("status", "success");
    map.put("clientName", client.getDisplayName());
    map.put("clientNumber", client.getGlobalCustNum());
    map.put("loanDisplayName", loan.getLoanOffering().getPrdOfferingName());
    map.put("paymentDate", today.toLocalDate().toString());
    map.put("paymentTime", today.toLocalTime().toString());
    map.put("paymentAmount", loan.getLastPmnt().getAmount().toString());
    map.put("paymentMadeBy", personnelDao.findPersonnelById((short) user.getUserId()).getDisplayName());
    map.put("outstandingBeforePayment", outstandingBeforePayment.toString());
    map.put("outstandingAfterPayment", loan.getLoanSummary().getOutstandingBalance().toString());
    return map;
}

Example 45 with CustomerBO

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

the class LoanAccountRESTController method disburseLoan.

@RequestMapping(value = "/account/loan/num-{globalAccountNum}/disburse", method = RequestMethod.POST)
@ResponseBody
public Map<String, String> disburseLoan(@PathVariable String globalAccountNum, @RequestParam String disbursalDate, @RequestParam(required = false) Short receiptId, @RequestParam(required = false) String receiptDate, @RequestParam Short disbursePaymentTypeId, @RequestParam(required = false) Short paymentModeOfPayment) throws Exception {
    String format = "dd-MM-yyyy";
    DateTime trnxDate = validateDateString(disbursalDate, format);
    validateDisbursementDate(trnxDate);
    DateTime receiptDateTime = null;
    if (receiptDate != null && !receiptDate.isEmpty()) {
        receiptDateTime = validateDateString(receiptDate, format);
        validateDisbursementDate(receiptDateTime);
    }
    validateDisbursementPaymentTypeId(disbursePaymentTypeId, accountService.getLoanDisbursementTypes());
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    LoanBO loan = loanDao.findByGlobalAccountNum(globalAccountNum);
    String comment = "";
    Short paymentTypeId = Short.valueOf(disbursePaymentTypeId);
    Money outstandingBeforeDisbursement = loan.getLoanSummary().getOutstandingBalance();
    CustomerDto customerDto = null;
    PaymentTypeDto paymentType = null;
    AccountPaymentParametersDto loanDisbursement;
    if (receiptId == null || receiptDateTime == null) {
        loanDisbursement = new AccountPaymentParametersDto(new UserReferenceDto((short) user.getUserId()), new AccountReferenceDto(loan.getAccountId()), loan.getLoanAmount().getAmount(), trnxDate.toLocalDate(), paymentType, comment);
    } else {
        loanDisbursement = new AccountPaymentParametersDto(new UserReferenceDto((short) user.getUserId()), new AccountReferenceDto(loan.getAccountId()), loan.getLoanAmount().getAmount(), trnxDate.toLocalDate(), paymentType, comment, receiptDateTime.toLocalDate(), receiptId.toString(), customerDto);
    }
    // TODO : Pass the account for transfer id properly
    this.loanAccountServiceFacade.disburseLoan(loanDisbursement, paymentTypeId, PaymentTypes.CASH.getValue(), null);
    CustomerBO client = loan.getCustomer();
    Map<String, String> map = new HashMap<String, String>();
    map.put("status", "success");
    map.put("clientName", client.getDisplayName());
    map.put("clientNumber", client.getGlobalCustNum());
    map.put("loanDisplayName", loan.getLoanOffering().getPrdOfferingName());
    map.put("disbursementDate", trnxDate.toLocalDate().toString());
    map.put("disbursementTime", new DateTime().toLocalTime().toString());
    map.put("disbursementAmount", loan.getLastPmnt().getAmount().toString());
    map.put("disbursementMadeBy", personnelDao.findPersonnelById((short) user.getUserId()).getDisplayName());
    map.put("outstandingBeforeDisbursement", outstandingBeforeDisbursement.toString());
    map.put("outstandingAfterDisbursement", loan.getLoanSummary().getOutstandingBalance().toString());
    return map;
}