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

Example 1 with CustomerHierarchyEntity

use of org.mifos.customers.business.CustomerHierarchyEntity 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 2 with CustomerHierarchyEntity

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

the class ClientTransferActionStrutsTest method testSuccessful_transferToParent.

@Test
public void testSuccessful_transferToParent() throws Exception {
    createObjectsForTransferringClientInGroup();
    request.setAttribute(Constants.CURRENTFLOWKEY, flowKey);
    SessionUtils.setAttribute(Constants.BUSINESS_KEY, client, request);
    setRequestPathInfo("/clientTransferAction.do");
    addRequestParameter("method", "updateParent");
    addRequestParameter("parentGroupId", group1.getCustomerId().toString());
    addRequestParameter("parentGroupName", group1.getDisplayName());
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    StaticHibernateUtil.flushAndCloseSession();
    verifyForward(ActionForwards.update_success.toString());
    client = TestObjectFactory.getClient(client.getCustomerId());
    group = TestObjectFactory.getGroup(group.getCustomerId());
    group1 = TestObjectFactory.getGroup(group1.getCustomerId());
    center = TestObjectFactory.getCenter(center.getCustomerId());
    Assert.assertEquals(group1.getCustomerId(), client.getParentCustomer().getCustomerId());
    Assert.assertEquals(center1.getSearchId() + ".1.1", client.getSearchId());
    CustomerHierarchyEntity currentHierarchy = client.getActiveCustomerHierarchy();
    Assert.assertEquals(group1.getCustomerId(), currentHierarchy.getParentCustomer().getCustomerId());
}

Example 3 with CustomerHierarchyEntity

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

the class CustomerServiceImpl method changeStatus.

private void changeStatus(CustomerBO customer, CustomerStatus oldStatus, CustomerStatus newStatus) throws CustomerException {
    Short oldStatusId = oldStatus.getValue();
    Short newStatusId = newStatus.getValue();
    if (customer.isClient()) {
        ClientBO client = (ClientBO) customer;
        if (client.isActiveForFirstTime(oldStatusId, newStatusId)) {
            if (client.getParentCustomer() != null) {
                CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(client, client.getParentCustomer());
                client.addCustomerHierarchy(hierarchy);
            }
            CalendarEvent applicableCalendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId());
            List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>(customer.getCustomerAccount().getAccountFees());
            client.getCustomerAccount().createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(customer, accountFees, customer.getCustomerMeetingValue(), applicableCalendarEvents, new DateMidnight().toDateTime());
            client.setCustomerActivationDate(new DateTimeService().getCurrentJavaDateTime());
            if (client.getOfferingsAssociatedInCreate() != null) {
                for (ClientInitialSavingsOfferingEntity clientOffering : client.getOfferingsAssociatedInCreate()) {
                    try {
                        SavingsOfferingBO savingsOffering = savingsProductDao.findById(clientOffering.getSavingsOffering().getPrdOfferingId().intValue());
                        if (savingsOffering.isActive()) {
                            List<CustomFieldDto> customerFieldsForSavings = new ArrayList<CustomFieldDto>();
                            client.addAccount(new SavingsBO(client.getUserContext(), savingsOffering, client, AccountState.SAVINGS_ACTIVE, savingsOffering.getRecommendedAmount(), customerFieldsForSavings));
                        }
                    } catch (AccountException pe) {
                        throw new CustomerException(pe);
                    }
                }
            }
            new SavingsPersistence().persistSavingAccounts(client);
            try {
                if (client.getParentCustomer() != null) {
                    List<SavingsBO> savingsList = new CustomerPersistence().retrieveSavingsAccountForCustomer(client.getParentCustomer().getCustomerId());
                    if (client.getParentCustomer().getParentCustomer() != null) {
                        savingsList.addAll(new CustomerPersistence().retrieveSavingsAccountForCustomer(client.getParentCustomer().getParentCustomer().getCustomerId()));
                    }
                    for (SavingsBO savings : savingsList) {
                        savings.setUserContext(client.getUserContext());
                        if (client.getCustomerMeeting().getMeeting() != null) {
                            if (!(savings.getCustomer().getLevel() == CustomerLevel.GROUP && savings.getRecommendedAmntUnit().getId().equals(RecommendedAmountUnit.COMPLETE_GROUP.getValue()))) {
                                DateTime today = new DateTime().toDateMidnight().toDateTime();
                                savings.generateDepositAccountActions(client, client.getCustomerMeeting().getMeeting(), applicableCalendarEvents.getWorkingDays(), applicableCalendarEvents.getHolidays(), today);
                                savings.update();
                            }
                        }
                    }
                }
            } catch (PersistenceException pe) {
                throw new CustomerException(pe);
            } catch (AccountException ae) {
                throw new CustomerException(ae);
            }
        }
    }
}

Example 4 with CustomerHierarchyEntity

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

the class GroupBO method updateCustomerHierarchy.

public final void updateCustomerHierarchy() {
    if (this.getParentCustomer() != null) {
        CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(this, this.getParentCustomer());
        this.addCustomerHierarchy(hierarchy);
    }
}

Example 5 with CustomerHierarchyEntity

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

the class GroupBO method createGroupWithCenterAsParent.

public static GroupBO createGroupWithCenterAsParent(UserContext userContext, String groupName, PersonnelBO formedBy, CustomerBO parentCustomer, Address address, String externalId, boolean trained, DateTime trainedOn, CustomerStatus customerStatus, DateTime mfiJoiningDate, DateTime activationDate) {
    Assert.notNull(customerStatus, "customerStatus cannot be null");
    Assert.notNull(parentCustomer, "parentCustomer cannot be null");
    PersonnelBO loanOfficer = parentCustomer.getPersonnel();
    OfficeBO office = parentCustomer.getOffice();
    MeetingBO meeting = parentCustomer.getCustomerMeetingValue();
    GroupBO group = new GroupBO(userContext, groupName, formedBy, meeting, loanOfficer, office, customerStatus, mfiJoiningDate, activationDate);
    group.setParentCustomer(parentCustomer);
    if (customerStatus.isGroupActive()) {
        CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(group, parentCustomer);
        group.addCustomerHierarchy(hierarchy);
    }
    group.generateSearchId();
    group.setExternalId(externalId);
    group.updateAddress(address);
    group.setTrained(trained);
    if (trained) {
        if (trainedOn != null) {
            group.setTrainedDate(trainedOn.toDate());
        }
    }
    return group;
}