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

Example 1 with ClientInitialSavingsOfferingEntity

use of org.mifos.customers.client.business.ClientInitialSavingsOfferingEntity 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 2 with ClientInitialSavingsOfferingEntity

use of org.mifos.customers.client.business.ClientInitialSavingsOfferingEntity 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 3 with ClientInitialSavingsOfferingEntity

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

the class ClientCustActionStrutsTest method testCreateSuccessWithAssociatedSavingsOfferings.

@Test
public void testCreateSuccessWithAssociatedSavingsOfferings() throws Exception {
    SecurityContext securityContext = new SecurityContextImpl();
    MifosUser principal = new MifosUserBuilder().nonLoanOfficer().withAdminRole().build();
    Authentication authentication = new TestingAuthenticationToken(principal, principal);
    securityContext.setAuthentication(authentication);
    SecurityContextHolder.setContext(securityContext);
    savingsOffering1 = TestObjectFactory.createSavingsProduct("savingsPrd1", "s1", SavingsType.MANDATORY, ApplicableTo.CLIENTS, new Date(System.currentTimeMillis()));
    List<FeeDto> feesToRemove = getFees(RecurrenceType.WEEKLY);
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "load");
    addRequestParameter("officeId", "3");
    addRequestParameter("groupFlag", "0");
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    flowKey = (String) request.getAttribute(Constants.CURRENTFLOWKEY);
    List<BusinessActivityEntity> povertyStatus = (List<BusinessActivityEntity>) SessionUtils.getAttribute(ClientConstants.POVERTY_STATUS, request);
    List<CustomFieldDto> customFieldDefs = getCustomFieldFromSession();
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "next");
    addRequestParameter("officeId", "3");
    addRequestParameter("clientName.salutation", "1");
    addRequestParameter("clientName.firstName", "Client");
    addRequestParameter("clientName.lastName", "LastName");
    addRequestParameter("spouseName.firstName", "Spouse");
    addRequestParameter("spouseName.lastName", "LastName");
    addRequestParameter("spouseName.nameType", "1");
    addRequestDateParameter("dateOfBirth", "20/3/1987");
    addRequestParameter("clientDetailView.gender", "1");
    addRequestParameter("input", "personalInfo");
    addRequestParameter("customerDetail.povertyStatus", povertyStatus.get(0).getId().toString());
    int i = 0;
    for (CustomFieldDto customFieldDef : customFieldDefs) {
        addRequestParameter("customField[" + i + "].fieldId", customFieldDef.getFieldId().toString());
        addRequestParameter("customField[" + i + "].fieldValue", "Req");
        i++;
    }
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    List<SavingsDetailDto> savingsOfferingList = getSavingsOfferingsFromSession();
    SavingsDetailDto savingsOffering = savingsOfferingList.get(0);
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "preview");
    addRequestParameter("input", "mfiInfo");
    addRequestParameter("loanOfficerId", "1");
    addRequestParameter("formedByPersonnel", "1");
    addRequestParameter("savingsOffering[0]", savingsOffering.getPrdOfferingId().toString());
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    verifyNoActionErrors();
    verifyNoActionMessages();
    verifyForward(ActionForwards.preview_success.toString());
    MeetingBO weeklyMeeting = new MeetingBuilder().weekly().every(1).occuringOnA(WeekDay.WEDNESDAY).build();
    SessionUtils.setAttribute(CustomerConstants.CUSTOMER_MEETING, weeklyMeeting, request);
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "create");
    addRequestParameter("input", "create");
    addRequestParameter("status", "1");
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    verifyNoActionErrors();
    verifyNoActionMessages();
    verifyForward(ActionForwards.create_success.toString());
    ClientCustActionForm actionForm = (ClientCustActionForm) request.getSession().getAttribute("clientCustActionForm");
    client = TestObjectFactory.getClient(actionForm.getCustomerIdAsInt());
    Assert.assertNotNull(client);
    Assert.assertNotNull(client.getOfferingsAssociatedInCreate());
    Assert.assertEquals(1, client.getOfferingsAssociatedInCreate().size());
    for (ClientInitialSavingsOfferingEntity offering : client.getOfferingsAssociatedInCreate()) {
        Assert.assertEquals(savingsOffering1.getPrdOfferingId(), offering.getSavingsOffering().getPrdOfferingId());
        Assert.assertTrue(true);
    }
    removeFees(feesToRemove);
    savingsOffering1 = (SavingsOfferingBO) TestObjectFactory.getObject(SavingsOfferingBO.class, savingsOffering.getPrdOfferingId());
}

Example 4 with ClientInitialSavingsOfferingEntity

use of org.mifos.customers.client.business.ClientInitialSavingsOfferingEntity 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);
    }
}