Search in sources :

Example 1 with OfficeBO

use of org.mifos.customers.office.business.OfficeBO in project head by mifos.

the class SavingsBO method save.

/**
     * @deprecated use {@link SavingsDao#save(SavingsBO)} to persist savings account.
     */
@Deprecated
public void save() throws AccountException {
    logger.info("In SavingsBO::save(), Before Saving , accountId: " + getAccountId());
    try {
        this.addAccountStatusChangeHistory(new AccountStatusChangeHistoryEntity(this.getAccountState(), this.getAccountState(), getPersonnelPersistence().getPersonnel(userContext.getId()), this));
        getSavingsPersistence().createOrUpdate(this);
        OfficeBO branch = getSavingsPersistence().getPersistentObject(OfficeBO.class, userContext.getBranchId());
        this.globalAccountNum = generateId(branch.getGlobalOfficeNum());
        getSavingsPersistence().createOrUpdate(this);
    } catch (PersistenceException e) {
        throw new AccountException(e);
    }
    logger.info("In SavingsBO::save(), Successfully saved , accountId: " + getAccountId());
}
Also used : AccountException(org.mifos.accounts.exceptions.AccountException) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersistenceException(org.mifos.framework.exceptions.PersistenceException) AccountStatusChangeHistoryEntity(org.mifos.accounts.business.AccountStatusChangeHistoryEntity)

Example 2 with OfficeBO

use of org.mifos.customers.office.business.OfficeBO in project head by mifos.

the class LoanAccountServiceFacadeWebTier method createLoanAccount.

private LoanCreationResultDto createLoanAccount(CreateLoanAccount loanAccountInfo, List<LoanPaymentDto> backdatedLoanPayments, List<QuestionGroupDetail> questionGroups, LoanAccountCashFlow loanAccountCashFlow, List<DateTime> loanScheduleInstallmentDates, List<Number> totalInstallmentAmounts, List<GroupMemberAccountDto> memberDetails, boolean isBackdatedLoan) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (GroupMemberAccountDto groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientBySystemId(groupMemberAccount.getGlobalId());
        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.getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getDisbursementDate(), loanAccountInfo.getInterestRate(), loanAccountInfo.getNumberOfInstallments(), loanAccountInfo.getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getDisbursementDate(), loanAccountInfo, 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.getDisbursementDate(), totalInstallmentAmounts);
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getMinAllowedLoanAmount().doubleValue(), null);
    if (isBackdatedLoan) {
        creationDate = loanAccountInfo.getDisbursementDate().toDateMidnight().toDateTime();
    }
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openStandardLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getExternalId());
    loan.setCollateralNote(loanAccountInfo.getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getCollateralTypeId());
    if (isBackdatedLoan) {
        loan.markAsCreatedWithBackdatedPayments();
    }
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.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.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.getFlagId() != null) {
            try {
                flagEntity = legacyMasterDao.getPersistentObject(AccountStateFlagEntity.class, loanAccountInfo.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<GroupMemberLoanDetail> individualMembersOfGroupLoan = new ArrayList<GroupMemberLoanDetail>();
        List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
        for (GroupMemberAccountDto groupMemberAccount : memberDetails) {
            ClientBO member = this.customerDao.findClientBySystemId(groupMemberAccount.getGlobalId());
            Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
            List<CreateAccountFeeDto> defaultAccountFees = new ArrayList<CreateAccountFeeDto>();
            List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
            radio.add(loanAmount.divide(loan.getLoanAmount()));
            for (CreateAccountFeeDto createAccountFeeDto : loanAccountInfo.getAccountFees()) {
                Integer feeId = createAccountFeeDto.getFeeId();
                String amount = createAccountFeeDto.getAmount();
                FeeBO feeBO = this.feeDao.findById(feeId.shortValue());
                if (feeBO instanceof AmountFeeBO) {
                    amount = String.valueOf(Double.valueOf(createAccountFeeDto.getAmount()) * (loanAmount.divide(loanAccountInfo.getLoanAmount()).getAmount().doubleValue()));
                }
                defaultAccountFees.add(new CreateAccountFeeDto(feeId, amount));
            }
            int memberCount = memberDetails.size();
            for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.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(defaultAccountFees);
            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.getDisbursementDate(), new ArrayList<Number>());
            GroupMemberLoanDetail groupMemberLoanDetail = new GroupMemberLoanDetail(member, memberOverridenDetail, memberSchedule, groupMemberAccount.getLoanPurposeId());
            individualMembersOfGroupLoan.add(groupMemberLoanDetail);
        }
        checkScheduleForMembers(loanSchedule, loan, individualMembersOfGroupLoan, radio);
        //for original schedule persisting
        List<LoanBO> memberLoans = new ArrayList<LoanBO>();
        for (GroupMemberLoanDetail groupMemberAccount : individualMembersOfGroupLoan) {
            LoanBO memberLoan = LoanBO.openGroupMemberLoanAccount(loan, loanAccountDetail.getLoanProduct(), groupMemberAccount.getMember(), repaymentDayMeeting, groupMemberAccount.getMemberSchedule(), groupMemberAccount.getMemberOverridenDetail(), configuration, installmentRange, amountRange, creationDetail, createdBy);
            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);
        }
        // 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.getDisbursementDate();
            loan.approve(createdBy, comment, approvalDate);
            // 4. disburse loan
            String receiptNumber = null;
            Date receiptDate = null;
            PaymentTypeEntity paymentType = new PaymentTypeEntity(PaymentTypes.CASH.getValue());
            if (loanAccountInfo.getDisbursalPaymentTypeId() != null) {
                paymentType = new PaymentTypeEntity(loanAccountInfo.getDisbursalPaymentTypeId());
            }
            Date paymentDate = loanAccountInfo.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);
            customer.updatePerformanceHistoryOnDisbursement(loan, loan.getLoanAmount());
            // end of refactoring of loan disbural
            this.loanDao.save(loan);
            transactionHelper.flushSession();
            // 5. apply each payment
            for (LoanPaymentDto loanPayment : backdatedLoanPayments) {
                Money amountPaidToDate = new Money(loan.getCurrency(), loanPayment.getAmount());
                PaymentData paymentData = new PaymentData(amountPaidToDate, createdBy, loanPayment.getPaymentTypeId(), loanPayment.getPaymentDate().toDateMidnight().toDate());
                loan.applyPayment(paymentData);
                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();
    }
}
Also used : MonthlyCashFlowDto(org.mifos.dto.domain.MonthlyCashFlowDto) CashFlowDetail(org.mifos.accounts.productdefinition.business.CashFlowDetail) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanPaymentDto(org.mifos.dto.domain.LoanPaymentDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) DateTimeService(org.mifos.framework.util.DateTimeService) PaymentData(org.mifos.accounts.util.helpers.PaymentData) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) CreateLoanSchedule(org.mifos.clientportfolio.loan.service.CreateLoanSchedule) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) QuestionGroupDetails(org.mifos.platform.questionnaire.service.QuestionGroupDetails) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) PaymentTypeEntity(org.mifos.application.master.business.PaymentTypeEntity) AccountException(org.mifos.accounts.exceptions.AccountException) ServiceException(org.mifos.framework.exceptions.ServiceException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) GroupMemberLoanDetail(org.mifos.clientportfolio.newloan.domain.GroupMemberLoanDetail) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountStateFlagEntity(org.mifos.accounts.business.AccountStateFlagEntity) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) LoanOfferingInstallmentRange(org.mifos.accounts.productdefinition.business.LoanOfferingInstallmentRange) InstallmentRange(org.mifos.accounts.productdefinition.business.InstallmentRange) AmountRange(org.mifos.accounts.productdefinition.business.AmountRange) CustomerBO(org.mifos.customers.business.CustomerBO) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) GroupMemberAccountDto(org.mifos.clientportfolio.newloan.applicationservice.GroupMemberAccountDto) BigDecimal(java.math.BigDecimal) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) StatesInitializationException(org.mifos.framework.exceptions.StatesInitializationException) BusinessRuleException(org.mifos.service.BusinessRuleException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ServiceException(org.mifos.framework.exceptions.ServiceException) HibernateSearchException(org.mifos.framework.exceptions.HibernateSearchException) PageExpiredException(org.mifos.framework.exceptions.PageExpiredException) SystemException(org.mifos.framework.exceptions.SystemException) MifosRuntimeException(org.mifos.core.MifosRuntimeException) AccountException(org.mifos.accounts.exceptions.AccountException) PropertyNotFoundException(org.mifos.framework.exceptions.PropertyNotFoundException) ConfigurationException(org.mifos.config.exceptions.ConfigurationException) MeetingException(org.mifos.application.meeting.exceptions.MeetingException) MeetingDto(org.mifos.dto.domain.MeetingDto) ProductMixValidator(org.mifos.accounts.loan.struts.action.validate.ProductMixValidator) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 3 with OfficeBO

use of org.mifos.customers.office.business.OfficeBO in project head by mifos.

the class LoanAccountServiceFacadeWebTier method createMultipleLoans.

@Override
public List<String> createMultipleLoans(List<CreateLoanRequest> multipleLoans) {
    MifosUser mifosUser = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = new UserContextFactory().create(mifosUser);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    List<String> createdLoanAccountNumbers = new ArrayList<String>();
    for (CreateLoanRequest loanDetail : multipleLoans) {
        CustomerBO center = this.customerDao.findCustomerById(loanDetail.getCenterId());
        Short loanProductId = loanDetail.getLoanProductId();
        LoanOfferingBO loanProduct = this.loanProductDao.findById(loanProductId.intValue());
        List<QuestionGroupDetail> questionGroups = new ArrayList<QuestionGroupDetail>();
        LoanAccountCashFlow loanAccountCashFlow = null;
        BigDecimal loanAmount = BigDecimal.valueOf(Double.valueOf(loanDetail.getLoanAmount()));
        BigDecimal minAllowedLoanAmount = BigDecimal.valueOf(Double.valueOf(loanDetail.getMinLoanAmount()));
        BigDecimal maxAllowedLoanAmount = BigDecimal.valueOf(Double.valueOf(loanDetail.getMaxLoanAmount()));
        Double interestRate = loanProduct.getDefInterestRate();
        LocalDate disbursementDate = new LocalDate(center.getCustomerAccount().getNextMeetingDate());
        int numberOfInstallments = loanDetail.getDefaultNoOfInstall();
        int minAllowedNumberOfInstallments = loanDetail.getMinNoOfInstall();
        int maxAllowedNumberOfInstallments = loanDetail.getMaxNoOfInstall();
        int graceDuration = loanProduct.getGracePeriodDuration();
        boolean isRepaymentIndepOfMeetingEnabled = new ConfigurationBusinessService().isRepaymentIndepOfMeetingEnabled();
        Integer sourceOfFundId = null;
        Integer loanPurposeId = loanDetail.getLoanPurpose();
        Integer collateralTypeId = null;
        String collateralNotes = null;
        String externalId = null;
        List<CreateAccountFeeDto> accountFees = new ArrayList<CreateAccountFeeDto>();
        for (LoanOfferingFeesEntity loanOfferingFeesEntity : loanProduct.getLoanOfferingFees()) {
            FeeBO feeBO = loanOfferingFeesEntity.getFees();
            FeeDto feeDto = feeBO.toDto();
            String amountOrRate = feeDto.getAmountOrRate().toString();
            accountFees.add(new CreateAccountFeeDto(feeBO.getFeeId().intValue(), amountOrRate));
        }
        RecurringSchedule recurringSchedule = null;
        if (isRepaymentIndepOfMeetingEnabled) {
            MeetingBO meetingBO = loanProduct.getLoanOfferingMeetingValue();
            MeetingDetailsEntity meetingDetailsEntity = meetingBO.getMeetingDetails();
            Integer recursEvery = meetingDetailsEntity.getRecurAfter().intValue();
            Short dayOfMonth = meetingDetailsEntity.getDayNumber();
            RankOfDay weekOfMonth = meetingDetailsEntity.getWeekRank();
            WeekDay dayOfWeek = meetingDetailsEntity.getWeekDay();
            MeetingDetailsEntity customerMeetingDetailsEntity = center.getCustomerAccount().getMeetingForAccount().getMeetingDetails();
            Short customerRecurrenceType = customerMeetingDetailsEntity.getRecurrenceType().getRecurrenceId();
            if (meetingDetailsEntity.getRecurrenceType().getRecurrenceId().equals(customerRecurrenceType)) {
                dayOfMonth = customerMeetingDetailsEntity.getDayNumber();
                weekOfMonth = customerMeetingDetailsEntity.getWeekRank();
                dayOfWeek = customerMeetingDetailsEntity.getWeekDay();
            }
            if (meetingBO.isMonthly()) {
                if (meetingBO.isMonthlyOnDate()) {
                    recurringSchedule = new MonthlyOnDayOfMonthSchedule(recursEvery, dayOfMonth.intValue());
                } else {
                    recurringSchedule = new MonthlyOnWeekOfMonthSchedule(recursEvery, weekOfMonth.getValue().intValue(), dayOfWeek.getValue().intValue());
                }
            } else if (meetingBO.isWeekly()) {
                recurringSchedule = new WeeklySchedule(recursEvery, dayOfWeek.getValue().intValue());
            }
        }
        CreateLoanAccount loanAccountInfo = new CreateLoanAccount(loanDetail.getClientId(), loanDetail.getLoanProductId().intValue(), loanDetail.getAccountStateId().intValue(), loanAmount, minAllowedLoanAmount, maxAllowedLoanAmount, interestRate, disbursementDate, null, numberOfInstallments, minAllowedNumberOfInstallments, maxAllowedNumberOfInstallments, graceDuration, sourceOfFundId, loanPurposeId, collateralTypeId, collateralNotes, externalId, isRepaymentIndepOfMeetingEnabled, recurringSchedule, accountFees, new ArrayList<CreateAccountPenaltyDto>());
        LoanCreationResultDto result = this.createLoan(loanAccountInfo, questionGroups, loanAccountCashFlow);
        createdLoanAccountNumbers.add(result.getGlobalAccountNum());
    //            try {
    //                CustomerBO center = this.customerDao.findCustomerById(loanDetail.getCenterId());
    //
    //                Short loanProductId = loanDetail.getLoanProductId();
    //                LoanOfferingBO loanProduct = this.loanProductDao.findById(loanProductId.intValue());
    //                CustomerBO client = this.customerDao.findCustomerById(loanDetail.getClientId());
    //
    //                AccountState accountState = AccountState.fromShort(loanDetail.getAccountStateId());
    //                Money loanAmount = new Money(loanProduct.getCurrency(), loanDetail.getLoanAmount());
    //                Short defaultNumOfInstallments = loanDetail.getDefaultNoOfInstall();
    //                Date disbursementDate = center.getCustomerAccount().getNextMeetingDate();
    //                boolean interestDeductedAtDisbursement = loanProduct.isIntDedDisbursement();
    //                boolean isRepaymentIndepOfMeetingEnabled = new ConfigurationBusinessService().isRepaymentIndepOfMeetingEnabled();
    //
    //                MeetingBO newMeetingForRepaymentDay = null;
    //                if (isRepaymentIndepOfMeetingEnabled) {
    //                    MeetingBO meeting = center.getCustomerAccount().getMeetingForAccount();
    //                    LoanAccountMeetingDto loanAccountMeetingDto = null;
    //
    //                    if (meeting.isWeekly()) {
    //                        loanAccountMeetingDto = new LoanAccountMeetingDto(RecurrenceType.WEEKLY.getValue().toString(),
    //                                meeting.getMeetingDetails().getWeekDay().getValue().toString(),
    //                                meeting.getMeetingDetails().getRecurAfter().toString(),
    //                                null, null, null, null, null, null);
    //                    } else if (meeting.isMonthly()) {
    //                        if (meeting.isMonthlyOnDate()) {
    //                            loanAccountMeetingDto = new LoanAccountMeetingDto(RecurrenceType.MONTHLY.getValue().toString(),
    //                                    null, null, "1",
    //                                    meeting.getMeetingDetails().getDayNumber().toString(),
    //                                    meeting.getMeetingDetails().getRecurAfter().toString(),
    //                                    null, null, null);
    //                        } else {
    //                            loanAccountMeetingDto = new LoanAccountMeetingDto(RecurrenceType.MONTHLY.getValue().toString(),
    //                                    null, null, "2", null, null,
    //                                    meeting.getMeetingDetails().getWeekDay().getValue().toString(),
    //                                    meeting.getMeetingDetails().getRecurAfter().toString(),
    //                                    meeting.getMeetingDetails().getWeekRank().getValue().toString());
    //                        }
    //                    }
    //
    //                    newMeetingForRepaymentDay = this.createNewMeetingForRepaymentDay(new LocalDate(disbursementDate), loanAccountMeetingDto, client);
    //                }
    //
    //                checkPermissionForCreate(accountState.getValue(), userContext, userContext.getBranchId(), userContext.getId());
    //
    //                List<FeeDto> additionalFees = new ArrayList<FeeDto>();
    //                List<FeeDto> defaultFees = new ArrayList<FeeDto>();
    //
    //                new LoanProductService().getDefaultAndAdditionalFees(loanProductId, userContext, defaultFees, additionalFees);
    //
    //                FundBO fund = null;
    //                List<CustomFieldDto> customFields = new ArrayList<CustomFieldDto>();
    //                boolean isRedone = false;
    //
    //                // FIXME - keithw - tidy up constructor and use domain concepts rather than primitives, e.g. money v double, loanpurpose v integer.
    //
    //                LoanBO loan = new LoanBO(userContext, loanProduct, client, accountState, loanAmount, defaultNumOfInstallments,
    //                        disbursementDate, interestDeductedAtDisbursement, interestRate, gracePeriodDuration, fund, defaultFees,
    //                        customFields, isRedone, maxLoanAmount, minLoanAmount,
    //                        loanProduct.getMaxInterestRate(), loanProduct.getMinInterestRate(),
    //                        maxNoOfInstall, minNoOfInstall, isRepaymentIndepOfMeetingEnabled, newMeetingForRepaymentDay);
    //                loan.setBusinessActivityId(loanDetail.getLoanPurpose());
    //
    //                PersonnelBO loggedInUser = this.personnelDao.findPersonnelById(userContext.getId());
    //                AccountStateEntity newAccountState = new AccountStateEntity(accountState);
    //                AccountStatusChangeHistoryEntity statusChange = new AccountStatusChangeHistoryEntity(null, newAccountState, loggedInUser, loan);
    //
    //                this.transactionHelper.startTransaction();
    //                loan.addAccountStatusChangeHistory(statusChange);
    //                this.loanDao.save(loan);
    //                this.transactionHelper.flushSession();
    //                String globalAccountNum = loan.generateId(userContext.getBranchGlobalNum());
    //                loan.setGlobalAccountNum(globalAccountNum);
    //                this.loanDao.save(loan);
    //                this.transactionHelper.commitTransaction();
    //
    //                createdLoanAccountNumbers.add(loan.getGlobalAccountNum());
    //            } catch (ServiceException e) {
    //                this.transactionHelper.rollbackTransaction();
    //                throw new MifosRuntimeException(e);
    //            } catch (PersistenceException e) {
    //                this.transactionHelper.rollbackTransaction();
    //                throw new MifosRuntimeException(e);
    //            } catch (AccountException e) {
    //                this.transactionHelper.rollbackTransaction();
    //                throw new BusinessRuleException(e.getKey(), e);
    //            }
    }
    return createdLoanAccountNumbers;
}
Also used : MeetingBO(org.mifos.application.meeting.business.MeetingBO) ArrayList(java.util.ArrayList) WeeklySchedule(org.mifos.clientportfolio.loan.service.WeeklySchedule) LocalDate(org.joda.time.LocalDate) RankOfDay(org.mifos.application.meeting.util.helpers.RankOfDay) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) OfficeBO(org.mifos.customers.office.business.OfficeBO) ConfigurationBusinessService(org.mifos.config.business.service.ConfigurationBusinessService) CustomerBO(org.mifos.customers.business.CustomerBO) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) MonthlyOnWeekOfMonthSchedule(org.mifos.clientportfolio.loan.service.MonthlyOnWeekOfMonthSchedule) QuestionGroupDetail(org.mifos.platform.questionnaire.service.QuestionGroupDetail) LoanOfferingFeesEntity(org.mifos.accounts.productdefinition.business.LoanOfferingFeesEntity) UserContext(org.mifos.security.util.UserContext) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) FeeDto(org.mifos.dto.domain.FeeDto) MifosUser(org.mifos.security.MifosUser) UserContextFactory(org.mifos.accounts.servicefacade.UserContextFactory) CreateLoanRequest(org.mifos.dto.domain.CreateLoanRequest) BigDecimal(java.math.BigDecimal) WeekDay(org.mifos.application.meeting.util.helpers.WeekDay) RecurringSchedule(org.mifos.clientportfolio.loan.service.RecurringSchedule) MonthlyOnDayOfMonthSchedule(org.mifos.clientportfolio.loan.service.MonthlyOnDayOfMonthSchedule) MeetingDetailsEntity(org.mifos.application.meeting.business.MeetingDetailsEntity) LoanOfferingBO(org.mifos.accounts.productdefinition.business.LoanOfferingBO) LoanAccountCashFlow(org.mifos.clientportfolio.newloan.applicationservice.LoanAccountCashFlow) FeeBO(org.mifos.accounts.fees.business.FeeBO) AmountFeeBO(org.mifos.accounts.fees.business.AmountFeeBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto)

Example 4 with OfficeBO

use of org.mifos.customers.office.business.OfficeBO in project head by mifos.

the class PersonnelServiceFacadeWebTier method getPersonnelInformationDto.

@Override
public PersonnelInformationDto getPersonnelInformationDto(final Long userId, final String globalNumber) {
    PersonnelBO personnel = null;
    if (userId != null) {
        personnel = personnelDao.findPersonnelById(userId.shortValue());
    } else {
        personnel = personnelDao.findByGlobalPersonnelNum(globalNumber);
    }
    if (personnel == null) {
        throw new MifosRuntimeException("personnel not found for id" + userId);
    }
    String displayName = personnel.getDisplayName();
    PersonnelStatusEntity personnelStatus = personnel.getStatus();
    String statusName = ApplicationContextProvider.getBean(MessageLookup.class).lookup(personnelStatus.getLookUpValue());
    ListElement status = new ListElement(new Integer(personnelStatus.getId()), statusName);
    boolean locked = personnel.isLocked();
    PersonnelDetailsEntity personnelDetailsEntity = personnel.getPersonnelDetails();
    Address address = personnelDetailsEntity.getAddress();
    AddressDto addressDto = new AddressDto(address.getLine1(), address.getLine2(), address.getLine3(), address.getCity(), address.getState(), address.getCountry(), address.getZip(), address.getPhoneNumber());
    Name name = personnelDetailsEntity.getName();
    PersonnelDetailsDto personnelDetails = new PersonnelDetailsDto(personnelDetailsEntity.getGovernmentIdNumber(), new DateTime(personnelDetailsEntity.getDob()).toDateMidnight().toDateTime(), personnelDetailsEntity.getMaritalStatus(), personnelDetailsEntity.getGender(), new DateTime(personnelDetailsEntity.getDateOfJoiningMFI()).toDateMidnight().toDateTime(), new DateTime(personnelDetailsEntity.getDateOfJoiningBranch()).toDateMidnight().toDateTime(), new DateTime(personnelDetailsEntity.getDateOfLeavingBranch()).toDateMidnight().toDateTime(), addressDto, name.getFirstName(), name.getMiddleName(), name.getSecondLastName(), name.getLastName(), new DateTime(personnelDetailsEntity.getPersonnel().getPasswordExpirationDate()).toDateMidnight().toDateTime());
    String emailId = personnel.getEmailId();
    Short preferredLocale = personnel.getPreferredLocale();
    String languageName = Localization.getInstance().getDisplayName(preferredLocale);
    if (preferredLocale != null) {
        languageName = Localization.getInstance().getDisplayName(preferredLocale);
    }
    PersonnelLevelEntity level = personnel.getLevel();
    OfficeBO office = personnel.getOffice();
    Integer title = personnel.getTitle();
    Set<PersonnelRoleEntity> personnelRoleEntities = personnel.getPersonnelRoles();
    Set<ListElement> personnelRoles = new LinkedHashSet<ListElement>();
    for (PersonnelRoleEntity entity : personnelRoleEntities) {
        ListElement element = new ListElement(entity.getRole().getId().intValue(), entity.getRole().getName());
        personnelRoles.add(element);
    }
    Short personnelId = personnel.getPersonnelId();
    String userName = personnel.getUserName();
    Set<PersonnelCustomFieldEntity> personnelCustomFields = personnel.getCustomFields();
    Set<CustomFieldDto> customFields = new LinkedHashSet<CustomFieldDto>();
    for (PersonnelCustomFieldEntity fieldDef : personnelCustomFields) {
        customFields.add(new CustomFieldDto(fieldDef.getFieldId(), fieldDef.getFieldValue()));
    }
    Set<PersonnelNotesEntity> personnelNotesEntity = personnel.getPersonnelNotes();
    Set<PersonnelNoteDto> personnelNotes = new LinkedHashSet<PersonnelNoteDto>();
    for (PersonnelNotesEntity entity : personnelNotesEntity) {
        personnelNotes.add(new PersonnelNoteDto(new DateTime(entity.getCommentDate()), entity.getComment(), entity.getPersonnelName()));
    }
    return new PersonnelInformationDto(personnel.getPersonnelId().intValue(), personnel.getGlobalPersonnelNum(), displayName, status, locked, personnelDetails, emailId, languageName, preferredLocale.intValue(), level.getId(), office.getOfficeId().intValue(), office.getOfficeName(), title, personnelRoles, personnelId, userName, customFields, personnelNotes, personnel.getPasswordExpirationDate());
}
Also used : PersonnelDetailsEntity(org.mifos.customers.personnel.business.PersonnelDetailsEntity) LinkedHashSet(java.util.LinkedHashSet) PersonnelInformationDto(org.mifos.dto.screen.PersonnelInformationDto) Address(org.mifos.framework.business.util.Address) PersonnelLevelEntity(org.mifos.customers.personnel.business.PersonnelLevelEntity) DateTime(org.joda.time.DateTime) PersonnelStatusEntity(org.mifos.customers.personnel.business.PersonnelStatusEntity) Name(org.mifos.framework.business.util.Name) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelRoleEntity(org.mifos.customers.personnel.business.PersonnelRoleEntity) MessageLookup(org.mifos.application.master.MessageLookup) PersonnelCustomFieldEntity(org.mifos.customers.personnel.business.PersonnelCustomFieldEntity) CustomFieldDto(org.mifos.dto.domain.CustomFieldDto) AddressDto(org.mifos.dto.domain.AddressDto) PersonnelNoteDto(org.mifos.dto.screen.PersonnelNoteDto) PersonnelNotesEntity(org.mifos.customers.personnel.business.PersonnelNotesEntity) ValueListElement(org.mifos.dto.domain.ValueListElement) ListElement(org.mifos.dto.screen.ListElement) PersonnelDetailsDto(org.mifos.dto.screen.PersonnelDetailsDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 5 with OfficeBO

use of org.mifos.customers.office.business.OfficeBO in project head by mifos.

the class GroupServiceFacadeWebTier method createNewGroup.

@Override
public CustomerDetailsDto createNewGroup(GroupCreationDetail groupCreationDetail, MeetingDto meetingDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    GroupBO group;
    try {
        List<AccountFeesEntity> feesForCustomerAccount = convertFeeViewsToAccountFeeEntities(groupCreationDetail.getFeesToApply());
        PersonnelBO formedBy = this.personnelDao.findPersonnelById(groupCreationDetail.getLoanOfficerId());
        Short officeId;
        String groupName = groupCreationDetail.getDisplayName();
        CustomerStatus customerStatus = CustomerStatus.fromInt(groupCreationDetail.getCustomerStatus());
        String externalId = groupCreationDetail.getExternalId();
        boolean trained = groupCreationDetail.isTrained();
        DateTime trainedOn = groupCreationDetail.getTrainedOn();
        DateTime mfiJoiningDate = groupCreationDetail.getMfiJoiningDate();
        DateTime activationDate = groupCreationDetail.getActivationDate();
        AddressDto dto = groupCreationDetail.getAddressDto();
        Address address = null;
        if (dto != null) {
            address = new Address(dto.getLine1(), dto.getLine2(), dto.getLine3(), dto.getCity(), dto.getState(), dto.getCountry(), dto.getZip(), dto.getPhoneNumber());
        }
        MeetingBO groupMeeting = null;
        if (meetingDto != null) {
            groupMeeting = new MeetingFactory().create(meetingDto);
            groupMeeting.setUserContext(userContext);
        }
        if (ClientRules.getCenterHierarchyExists()) {
            CenterBO parentCustomer = this.customerDao.findCenterBySystemId(groupCreationDetail.getParentSystemId());
            //                loanOfficerId = parentCustomer.getPersonnel().getPersonnelId();
            officeId = parentCustomer.getOffice().getOfficeId();
            groupMeeting = parentCustomer.getCustomerMeetingValue();
            group = GroupBO.createGroupWithCenterAsParent(userContext, groupName, formedBy, parentCustomer, address, externalId, trained, trainedOn, customerStatus, mfiJoiningDate, activationDate);
        } else {
            // create group without center as parent
            Short loanOfficerId = groupCreationDetail.getLoanOfficerId() != null ? groupCreationDetail.getLoanOfficerId() : userContext.getId();
            officeId = groupCreationDetail.getOfficeId();
            OfficeBO office = this.officeDao.findOfficeById(groupCreationDetail.getOfficeId());
            PersonnelBO loanOfficer = this.personnelDao.findPersonnelById(loanOfficerId);
            int numberOfCustomersInOfficeAlready = customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
            group = GroupBO.createGroupAsTopOfCustomerHierarchy(userContext, groupName, formedBy, groupMeeting, loanOfficer, office, address, externalId, trained, trainedOn, customerStatus, numberOfCustomersInOfficeAlready, mfiJoiningDate, activationDate);
        }
        try {
            personnelDao.checkAccessPermission(userContext, group.getOfficeId(), group.getLoanOfficerId());
        } catch (AccountException e) {
            throw new MifosRuntimeException("Access denied!", e);
        }
        this.customerService.createGroup(group, groupMeeting, feesForCustomerAccount);
        return new CustomerDetailsDto(group.getCustomerId(), group.getGlobalCustNum());
    } catch (CustomerException e) {
        throw new BusinessRuleException(e.getKey(), e);
    }
}
Also used : CustomerException(org.mifos.customers.exceptions.CustomerException) Address(org.mifos.framework.business.util.Address) UserContext(org.mifos.security.util.UserContext) MeetingBO(org.mifos.application.meeting.business.MeetingBO) CenterBO(org.mifos.customers.center.business.CenterBO) MifosUser(org.mifos.security.MifosUser) CustomerAddressDto(org.mifos.dto.domain.CustomerAddressDto) AddressDto(org.mifos.dto.domain.AddressDto) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) DateTime(org.joda.time.DateTime) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountException(org.mifos.accounts.exceptions.AccountException) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) CustomerStatus(org.mifos.customers.util.helpers.CustomerStatus) GroupBO(org.mifos.customers.group.business.GroupBO) CustomerDetailsDto(org.mifos.dto.domain.CustomerDetailsDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Aggregations

OfficeBO (org.mifos.customers.office.business.OfficeBO)115 Test (org.junit.Test)62 PersonnelBO (org.mifos.customers.personnel.business.PersonnelBO)45 DateTime (org.joda.time.DateTime)33 ArrayList (java.util.ArrayList)31 MeetingBO (org.mifos.application.meeting.business.MeetingBO)28 UserContext (org.mifos.security.util.UserContext)25 OfficeBuilder (org.mifos.domain.builders.OfficeBuilder)23 CenterBO (org.mifos.customers.center.business.CenterBO)21 CenterBuilder (org.mifos.domain.builders.CenterBuilder)21 MeetingBuilder (org.mifos.domain.builders.MeetingBuilder)19 MifosUser (org.mifos.security.MifosUser)18 AccountFeesEntity (org.mifos.accounts.business.AccountFeesEntity)17 Address (org.mifos.framework.business.util.Address)17 GroupBO (org.mifos.customers.group.business.GroupBO)16 OfficePersistence (org.mifos.customers.office.persistence.OfficePersistence)16 MifosRuntimeException (org.mifos.core.MifosRuntimeException)14 ClientBO (org.mifos.customers.client.business.ClientBO)14 GroupBuilder (org.mifos.domain.builders.GroupBuilder)14 AddressDto (org.mifos.dto.domain.AddressDto)13