Examples with ClientBO org.mifos.customers.client.business.ClientBO used on opensource projects

Example 51 with ClientBO

use of org.mifos.customers.client.business.ClientBO in project head by mifos.

the class GroupLoanAccountServiceFacadeWebTier method createGroupLoanAccount.

private LoanCreationResultDto createGroupLoanAccount(CreateGroupLoanAccount loanAccountInfo, Map<Integer, List<LoanPaymentDto>> backdatedLoanPayments, List<QuestionGroupDetail> questionGroups, LoanAccountCashFlow loanAccountCashFlow, List<DateTime> loanScheduleInstallmentDates, List<Number> totalInstallmentAmounts, List<CreateLoanAccount> memberDetails, boolean isBackdatedLoan) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        if (creationDate.isBefore(new DateTime(member.getCreatedDate()))) {
            throw new BusinessRuleException("errors.cannotCreateLoan.because.clientsAreCreatedInFuture");
        }
    }
    // 1. assemble loan details
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(user.getBranchId());
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    CustomerBO customer = this.customerDao.findCustomerById(loanAccountInfo.getGroupLoanAccountDetails().getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getGroupLoanAccountDetails().getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails().getInterestRate(), loanAccountInfo.getGroupLoanAccountDetails().getNumberOfInstallments(), loanAccountInfo.getGroupLoanAccountDetails().getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.getGroupLoanAccountDetails().isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails(), loanAccountDetail.getCustomer());
    } else {
        MeetingDto customerMeetingDto = customer.getCustomerMeetingValue().toDto();
        repaymentDayMeeting = new MeetingFactory().create(customerMeetingDto);
        Short recurAfter = loanAccountDetail.getLoanProduct().getLoanOfferingMeeting().getMeeting().getRecurAfter();
        repaymentDayMeeting.getMeetingDetails().setRecurAfter(recurAfter);
    }
    List<DateTime> loanScheduleDates = new ArrayList<DateTime>(loanScheduleInstallmentDates);
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), totalInstallmentAmounts);
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedLoanAmount().doubleValue(), null);
    if (isBackdatedLoan) {
        creationDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDateTime();
    }
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openGroupLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getGroupLoanAccountDetails().getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getGroupLoanAccountDetails().getExternalId());
    loan.setCollateralNote(loanAccountInfo.getGroupLoanAccountDetails().getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getGroupLoanAccountDetails().getCollateralTypeId());
    if (isBackdatedLoan) {
        loan.markAsCreatedWithBackdatedPayments();
    }
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber());
    }
    try {
        personnelDao.checkAccessPermission(userContext, loan.getOfficeId(), loan.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    try {
        transactionHelper.startTransaction();
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        //no predefined account number, generate one instead
        if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() == null) {
            try {
                loan.setGlobalAccountNum(loan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        //set up status flag
        AccountStateFlagEntity flagEntity = null;
        if (loanAccountInfo.getGroupLoanAccountDetails().getFlagId() != null) {
            try {
                flagEntity = legacyMasterDao.getPersistentObject(AccountStateFlagEntity.class, loanAccountInfo.getGroupLoanAccountDetails().getFlagId());
                loan.setUserContext(userContext);
                loan.setFlag(flagEntity);
                loan.setClosedDate(new DateTimeService().getCurrentJavaDateTime());
                loan.setUserContext(userContext);
            } catch (PersistenceException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        // for GLIM loans only
        List<CreateLoanAccount> individualMembersOfGroupLoan = new ArrayList<CreateLoanAccount>();
        List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
        List<LoanProductOverridenDetail> memberOverridenDetails = new ArrayList<LoanProductOverridenDetail>();
        List<LoanSchedule> memberLoanSchedules = new ArrayList<LoanSchedule>();
        List<ClientBO> clients = new ArrayList<ClientBO>();
        for (CreateLoanAccount groupMemberAccount : memberDetails) {
            ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
            Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
            List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
            radio.add(loanAmount.divide(loan.getLoanAmount()));
            int memberCount = memberDetails.size();
            for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties()) {
                Integer penaltyId = createAccountPenaltyDto.getPenaltyId();
                String amount = createAccountPenaltyDto.getAmount();
                PenaltyBO penaltyBO = this.penaltyDao.findPenaltyById(penaltyId.shortValue());
                if (penaltyBO instanceof AmountPenaltyBO) {
                    amount = String.valueOf(Double.valueOf(createAccountPenaltyDto.getAmount()) / memberCount);
                }
                defaultAccountPenalties.add(new CreateAccountPenaltyDto(penaltyId, amount));
            }
            List<AccountFeesEntity> feeEntities = assembleAccountFees(groupMemberAccount.getAccountFees());
            List<AccountPenaltiesEntity> penaltyEntities = assembleAccountPenalties(defaultAccountPenalties);
            LoanProductOverridenDetail memberOverridenDetail = new LoanProductOverridenDetail(loanAmount, feeEntities, overridenDetail, penaltyEntities);
            LoanSchedule memberSchedule = assembleLoanSchedule(member, loanAccountDetail.getLoanProduct(), memberOverridenDetail, configuration, repaymentDayMeeting, userOffice, new ArrayList<DateTime>(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
            memberOverridenDetails.add(memberOverridenDetail);
            memberLoanSchedules.add(memberSchedule);
            clients.add(member);
            individualMembersOfGroupLoan.add(groupMemberAccount);
        }
        //for original schedule persisting
        List<LoanBO> memberLoans = new ArrayList<LoanBO>();
        int index = 0;
        for (CreateLoanAccount groupMemberAccount : individualMembersOfGroupLoan) {
            LoanBO memberLoan = LoanBO.openGroupLoanForAccount(loan, loanAccountDetail.getLoanProduct(), clients.get(index), repaymentDayMeeting, memberLoanSchedules.get(index), memberOverridenDetails.get(index), configuration, installmentRange, amountRange, creationDetail, createdBy, Boolean.TRUE);
            if (groupMemberAccount.getLoanPurposeId() > 0) {
                memberLoan.setBusinessActivityId(groupMemberAccount.getLoanPurposeId());
            }
            if (!backdatedLoanPayments.isEmpty()) {
                memberLoan.markAsCreatedWithBackdatedPayments();
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            try {
                memberLoan.setGlobalAccountNum(memberLoan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            memberLoans.add(memberLoan);
            index++;
        }
        // update loan schedule for Group Loan Account
        loanSchedule = this.loanScheduleService.generateGroupLoanSchedule(loanAccountDetail.getLoanProduct(), repaymentDayMeeting, loanSchedule, memberLoanSchedules, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), overridenDetail, configuration, userOffice.getOfficeId(), loanAccountDetail.getCustomer(), accountFeeEntities);
        fixMemberAndParentInstallmentDetails(loan, memberLoans);
        for (LoanBO memberLoan : memberLoans) {
            memberLoan.updateLoanSummary();
            loanDao.save(memberLoan);
        }
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        // save question groups
        if (!questionGroups.isEmpty()) {
            Integer eventSourceId = questionnaireServiceFacade.getEventSourceId("Create", "Loan");
            QuestionGroupDetails questionGroupDetails = new QuestionGroupDetails(Integer.valueOf(user.getUserId()).shortValue(), loan.getAccountId(), eventSourceId, questionGroups);
            questionnaireServiceFacade.saveResponses(questionGroupDetails);
            transactionHelper.flushSession();
        }
        if (loanAccountCashFlow != null && !loanAccountCashFlow.getMonthlyCashFlow().isEmpty()) {
            List<MonthlyCashFlowDetail> monthlyCashFlowDetails = new ArrayList<MonthlyCashFlowDetail>();
            for (MonthlyCashFlowDto monthlyCashFlow : loanAccountCashFlow.getMonthlyCashFlow()) {
                MonthlyCashFlowDetail monthlyCashFlowDetail = new MonthlyCashFlowDetail(monthlyCashFlow.getMonthDate(), monthlyCashFlow.getRevenue(), monthlyCashFlow.getExpenses(), monthlyCashFlow.getNotes());
                monthlyCashFlowDetails.add(monthlyCashFlowDetail);
            }
            org.mifos.platform.cashflow.service.CashFlowDetail cashFlowDetail = new org.mifos.platform.cashflow.service.CashFlowDetail(monthlyCashFlowDetails);
            cashFlowDetail.setTotalCapital(loanAccountCashFlow.getTotalCapital());
            cashFlowDetail.setTotalLiability(loanAccountCashFlow.getTotalLiability());
            cashFlowService.save(cashFlowDetail);
            transactionHelper.flushSession();
        }
        if (isBackdatedLoan) {
            // 3. auto approve loan
            String comment = "Automatic Status Update (Redo Loan)";
            LocalDate approvalDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate();
            loan.approve(createdBy, comment, approvalDate);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.approve(createdBy, comment, approvalDate);
            }
            // 4. disburse loan
            String receiptNumber = null;
            Date receiptDate = null;
            PaymentTypeEntity paymentType = new PaymentTypeEntity(PaymentTypes.CASH.getValue());
            if (loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId() != null) {
                paymentType = new PaymentTypeEntity(loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId());
            }
            Date paymentDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDate();
            AccountPaymentEntity disbursalPayment = new AccountPaymentEntity(loan, loan.getLoanAmount(), receiptNumber, receiptDate, paymentType, paymentDate);
            disbursalPayment.setCreatedByUser(createdBy);
            this.loanBusinessService.persistOriginalSchedule(loan);
            for (LoanBO memberLoan : memberLoans) {
                this.loanBusinessService.persistOriginalSchedule(memberLoan);
            }
            // refactoring of loan disbursal
            if (customer.isDisbursalPreventedDueToAnyExistingActiveLoansForTheSameProduct(loan.getLoanOffering())) {
                throw new BusinessRuleException("errors.cannotDisburseLoan.because.otherLoansAreActive");
            }
            try {
                loan.updateCustomer(customer);
                new ProductMixValidator().checkIfProductsOfferingCanCoexist(loan);
            } catch (ServiceException e1) {
                throw new AccountException(e1.getMessage());
            }
            loan.disburse(createdBy, disbursalPayment);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.disburse(createdBy, disbursalPayment);
            }
            customer.updatePerformanceHistoryOnDisbursement(loan, loan.getLoanAmount());
            // end of refactoring of loan disbural
            this.loanDao.save(loan);
            transactionHelper.flushSession();
            // 5. apply each payment
            for (LoanBO memberLoan : memberLoans) {
                Integer id = memberLoan.getCustomer().getCustomerId();
                List<LoanPaymentDto> payments = backdatedLoanPayments.get(id);
                for (LoanPaymentDto loanPayment : payments) {
                    Money amountPaidToDate = new Money(loan.getCurrency(), loanPayment.getAmount());
                    PaymentData paymentData = new PaymentData(amountPaidToDate, createdBy, loanPayment.getPaymentTypeId(), loanPayment.getPaymentDate().toDateMidnight().toDate());
                    memberLoan.applyPayment(paymentData);
                    loan.applyPayment(paymentData);
                    this.loanDao.save(memberLoan);
                    this.loanDao.save(loan);
                }
            }
        }
        transactionHelper.commitTransaction();
        return new LoanCreationResultDto(false, loan.getAccountId(), loan.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 52 with ClientBO

use of org.mifos.customers.client.business.ClientBO in project head by mifos.

the class GroupLoanAccountServiceFacadeWebTier method getGroupLoanScheduleDto.

@Override
public GroupLoanScheduleDto getGroupLoanScheduleDto(CreateGroupLoanAccount loanAccountInfo, List<CreateLoanAccount> memberDetails) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        if (creationDate.isBefore(new DateTime(member.getCreatedDate()))) {
            throw new BusinessRuleException("errors.cannotCreateLoan.because.clientsAreCreatedInFuture");
        }
    }
    // 1. assemble loan details
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(user.getBranchId());
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    CustomerBO customer = this.customerDao.findCustomerById(loanAccountInfo.getGroupLoanAccountDetails().getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getGroupLoanAccountDetails().getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails().getInterestRate(), loanAccountInfo.getGroupLoanAccountDetails().getNumberOfInstallments(), loanAccountInfo.getGroupLoanAccountDetails().getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.getGroupLoanAccountDetails().isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails(), loanAccountDetail.getCustomer());
    } else {
        MeetingDto customerMeetingDto = customer.getCustomerMeetingValue().toDto();
        repaymentDayMeeting = new MeetingFactory().create(customerMeetingDto);
        Short recurAfter = loanAccountDetail.getLoanProduct().getLoanOfferingMeeting().getMeeting().getRecurAfter();
        repaymentDayMeeting.getMeetingDetails().setRecurAfter(recurAfter);
    }
    List<DateTime> loanScheduleDates = new ArrayList<DateTime>();
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedLoanAmount().doubleValue(), null);
    creationDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDateTime();
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openGroupLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getGroupLoanAccountDetails().getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getGroupLoanAccountDetails().getExternalId());
    loan.setCollateralNote(loanAccountInfo.getGroupLoanAccountDetails().getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getGroupLoanAccountDetails().getCollateralTypeId());
    loan.markAsCreatedWithBackdatedPayments();
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber());
    }
    // for GLIM loans only
    List<CreateLoanAccount> individualMembersOfGroupLoan = new ArrayList<CreateLoanAccount>();
    List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
    List<LoanProductOverridenDetail> memberOverridenDetails = new ArrayList<LoanProductOverridenDetail>();
    List<LoanSchedule> memberLoanSchedules = new ArrayList<LoanSchedule>();
    List<ClientBO> clients = new ArrayList<ClientBO>();
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
        List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
        radio.add(loanAmount.divide(loan.getLoanAmount()));
        int memberCount = memberDetails.size();
        for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties()) {
            Integer penaltyId = createAccountPenaltyDto.getPenaltyId();
            String amount = createAccountPenaltyDto.getAmount();
            PenaltyBO penaltyBO = this.penaltyDao.findPenaltyById(penaltyId.shortValue());
            if (penaltyBO instanceof AmountPenaltyBO) {
                amount = String.valueOf(Double.valueOf(createAccountPenaltyDto.getAmount()) / memberCount);
            }
            defaultAccountPenalties.add(new CreateAccountPenaltyDto(penaltyId, amount));
        }
        List<AccountFeesEntity> feeEntities = assembleAccountFees(groupMemberAccount.getAccountFees());
        List<AccountPenaltiesEntity> penaltyEntities = assembleAccountPenalties(defaultAccountPenalties);
        LoanProductOverridenDetail memberOverridenDetail = new LoanProductOverridenDetail(loanAmount, feeEntities, overridenDetail, penaltyEntities);
        LoanSchedule memberSchedule = assembleLoanSchedule(member, loanAccountDetail.getLoanProduct(), memberOverridenDetail, configuration, repaymentDayMeeting, userOffice, new ArrayList<DateTime>(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
        memberOverridenDetails.add(memberOverridenDetail);
        memberLoanSchedules.add(memberSchedule);
        clients.add(member);
        individualMembersOfGroupLoan.add(groupMemberAccount);
    }
    //for original schedule persisting
    List<LoanBO> memberLoans = new ArrayList<LoanBO>();
    int index = 0;
    for (CreateLoanAccount groupMemberAccount : individualMembersOfGroupLoan) {
        LoanBO memberLoan = LoanBO.openGroupLoanForAccount(loan, loanAccountDetail.getLoanProduct(), clients.get(index), repaymentDayMeeting, memberLoanSchedules.get(index), memberOverridenDetails.get(index), configuration, installmentRange, amountRange, creationDetail, createdBy, Boolean.TRUE);
        if (groupMemberAccount.getLoanPurposeId() > 0) {
            memberLoan.setBusinessActivityId(groupMemberAccount.getLoanPurposeId());
        }
        memberLoan.markAsCreatedWithBackdatedPayments();
        memberLoans.add(memberLoan);
        index++;
    }
    // update loan schedule for Group Loan Account
    loanSchedule = this.loanScheduleService.generateGroupLoanSchedule(loanAccountDetail.getLoanProduct(), repaymentDayMeeting, loanSchedule, memberLoanSchedules, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), overridenDetail, configuration, userOffice.getOfficeId(), loanAccountDetail.getCustomer(), accountFeeEntities);
    fixMemberAndParentInstallmentDetails(loan, memberLoans);
    // translate schedules to dto form
    Map<Integer, LoanScheduleEntity> parentScheduleEntities = loan.getLoanScheduleEntityMap();
    List<LoanCreationInstallmentDto> parentInstallments = new ArrayList<LoanCreationInstallmentDto>();
    Map<Integer, List<LoanCreationInstallmentDto>> memberInstallments = new HashMap<Integer, List<LoanCreationInstallmentDto>>();
    for (CreateLoanAccount member : memberDetails) {
        memberInstallments.put(member.getCustomerId(), new ArrayList<LoanCreationInstallmentDto>());
    }
    Short digitsAfterDecimal = AccountingRules.getDigitsAfterDecimal();
    for (Integer installmentId : parentScheduleEntities.keySet()) {
        LoanScheduleEntity loanScheduleEntity = parentScheduleEntities.get(installmentId);
        parentInstallments.add(loanScheduleEntity.toLoanCreationInstallmentDto(digitsAfterDecimal));
        for (LoanBO memberLoan : memberLoans) {
            LoanScheduleEntity memberLoanScheduleEntity = memberLoan.getLoanScheduleEntityMap().get(installmentId);
            memberInstallments.get(memberLoan.getCustomer().getCustomerId()).add(memberLoanScheduleEntity.toLoanCreationInstallmentDto(digitsAfterDecimal));
        }
    }
    GroupLoanScheduleDto groupScheduleDto = new GroupLoanScheduleDto(customer.getDisplayName(), Double.valueOf(loan.getLoanAmount().getAmountDoubleValue()), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loan.getGraceType().getValue().intValue(), parentInstallments);
    groupScheduleDto.setMemberSchedules(new HashMap<Integer, LoanScheduleDto>());
    for (LoanBO memberLoan : memberLoans) {
        Integer id = memberLoan.getCustomer().getCustomerId();
        LoanScheduleDto memberScheduleDto = new LoanScheduleDto(memberLoan.getCustomer().getDisplayName(), Double.valueOf(memberLoan.getLoanAmount().getAmountDoubleValue()), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loan.getGraceType().getValue().intValue(), memberInstallments.get(id));
        groupScheduleDto.getMemberSchedules().put(id, memberScheduleDto);
    }
    return groupScheduleDto;
}

Example 53 with ClientBO

use of org.mifos.customers.client.business.ClientBO in project head by mifos.

the class ClientServiceFacadeWebTier method transferClientToBranch.

@Override
public String transferClientToBranch(String globalCustNum, Short officeId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO receivingBranch = this.officeDao.findOfficeById(officeId);
    ClientBO client = this.customerDao.findClientBySystemId(globalCustNum);
    client.updateDetails(userContext);
    this.customerService.transferClientTo(client, receivingBranch);
    return client.getGlobalCustNum();
}

Example 54 with ClientBO

use of org.mifos.customers.client.business.ClientBO 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 55 with ClientBO

use of org.mifos.customers.client.business.ClientBO in project head by mifos.

the class ClientServiceFacadeWebTier method retrieveClientPersonalInfoForUpdate.

@Override
public ClientPersonalInfoDto retrieveClientPersonalInfoForUpdate(String clientSystemId, String clientStatus, short loanOfficerId) {
    ClientDropdownsDto clientDropdowns = retrieveClientDropdownData();
    ClientRulesDto clientRules = retrieveClientRules();
    ClientBO client = this.customerDao.findClientBySystemId(clientSystemId);
    CustomerDetailDto customerDetailDto = client.toCustomerDetailDto();
    ClientDetailDto clientDetailDto = client.toClientDetailDto(clientRules.isFamilyDetailsRequired());
    return new ClientPersonalInfoDto(clientDropdowns, clientRules, customerDetailDto, clientDetailDto);
}