Examples with CustomerPersistence org.mifos.customers.persistence.CustomerPersistence used on opensource projects

Example 1 with CustomerPersistence

use of org.mifos.customers.persistence.CustomerPersistence in project head by mifos.

the class SavingsServiceFacadeWebTier method retrieveDepositWithdrawalReferenceData.

@Override
public DepositWithdrawalReferenceDto retrieveDepositWithdrawalReferenceData(Long savingsId, Integer customerId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    try {
        SavingsBO savingsAccount = savingsDao.findById(savingsId);
        String depositDue = savingsAccount.getTotalPaymentDue(customerId).toString();
        String withdrawalDue = "0";
        List<ListElement> clients = new ArrayList<ListElement>();
        if (savingsAccount.isGroupModelWithIndividualAccountability()) {
            List<CustomerBO> activeAndOnHoldClients = new CustomerPersistence().getActiveAndOnHoldChildren(savingsAccount.getCustomer().getSearchId(), savingsAccount.getCustomer().getOfficeId(), CustomerLevel.CLIENT);
            for (CustomerBO client : activeAndOnHoldClients) {
                clients.add(new ListElement(client.getCustomerId(), client.getDisplayName()));
            }
        }
        List<AccountActionEntity> trxnTypes = new ArrayList<AccountActionEntity>();
        trxnTypes.add(new AccountBusinessService().getAccountAction(AccountActionTypes.SAVINGS_DEPOSIT.getValue(), userContext.getLocaleId()));
        trxnTypes.add(new AccountBusinessService().getAccountAction(AccountActionTypes.SAVINGS_WITHDRAWAL.getValue(), userContext.getLocaleId()));
        List<ListElement> transactionTypes = new ArrayList<ListElement>();
        for (AccountActionEntity accountActionEntity : trxnTypes) {
            LookUpValueEntity lookupValue = accountActionEntity.getLookUpValue();
            String messageText = lookupValue.getMessageText();
            if (StringUtils.isBlank(messageText)) {
                messageText = ApplicationContextProvider.getBean(MessageLookup.class).lookup(lookupValue.getPropertiesKey());
            }
            transactionTypes.add(new ListElement(accountActionEntity.getId().intValue(), messageText));
        }
        List<ListElement> depositPaymentTypes = retrieveDepositPaymentTypes(userContext);
        List<ListElement> withdrawalPaymentTypes = new ArrayList<ListElement>();
        List<PaymentTypeEntity> withdrawalPaymentEntityTypes = legacyAcceptedPaymentTypeDao.getAcceptedPaymentTypesForATransaction(userContext.getLocaleId(), TrxnTypes.savings_withdrawal.getValue());
        for (PaymentTypeEntity paymentTypeEntity : withdrawalPaymentEntityTypes) {
            LookUpValueEntity lookupValue = paymentTypeEntity.getLookUpValue();
            String messageText = lookupValue.getMessageText();
            if (StringUtils.isBlank(messageText)) {
                messageText = ApplicationContextProvider.getBean(MessageLookup.class).lookup(lookupValue.getPropertiesKey());
            }
            withdrawalPaymentTypes.add(new ListElement(paymentTypeEntity.getId().intValue(), messageText));
        }
        boolean backDatedTransactionsAllowed = AccountingRules.isBackDatedTxnAllowed();
        LocalDate defaultTransactionDate = new LocalDate();
        return new DepositWithdrawalReferenceDto(transactionTypes, depositPaymentTypes, withdrawalPaymentTypes, clients, backDatedTransactionsAllowed, defaultTransactionDate, depositDue, withdrawalDue);
    } catch (ServiceException e) {
        throw new MifosRuntimeException(e);
    } catch (PersistenceException e) {
        throw new MifosRuntimeException(e);
    }
}

Example 2 with CustomerPersistence

use of org.mifos.customers.persistence.CustomerPersistence in project head by mifos.

the class SavingsDepositWithdrawalAction method makePayment.

@TransactionDemarcate(validateAndResetToken = true)
@CloseSession
public ActionForward makePayment(final ActionMapping mapping, final ActionForm form, final HttpServletRequest request, @SuppressWarnings("unused") final HttpServletResponse response) throws Exception {
    SavingsBO savedAccount = (SavingsBO) SessionUtils.getAttribute(Constants.BUSINESS_KEY, request);
    SavingsBO savings = savingsDao.findById(savedAccount.getAccountId());
    checkVersionMismatch(savedAccount.getVersionNo(), savings.getVersionNo());
    savings.setVersionNo(savedAccount.getVersionNo());
    SavingsDepositWithdrawalActionForm actionForm = (SavingsDepositWithdrawalActionForm) form;
    UserContext uc = (UserContext) SessionUtils.getAttribute(Constants.USER_CONTEXT_KEY, request.getSession());
    Date trxnDate = getDateFromString(actionForm.getTrxnDate(), uc.getPreferredLocale());
    monthClosingServiceFacade.validateTransactionDate(trxnDate);
    Date meetingDate = new CustomerPersistence().getLastMeetingDateForCustomer(savings.getCustomer().getCustomerId());
    boolean repaymentIndependentOfMeetingEnabled = new ConfigurationPersistence().isRepaymentIndepOfMeetingEnabled();
    if (!savings.isTrxnDateValid(trxnDate, meetingDate, repaymentIndependentOfMeetingEnabled)) {
        throw new AccountException(AccountConstants.ERROR_INVALID_TRXN);
    }
    Long savingsId = Long.valueOf(savings.getAccountId());
    Long customerId = Long.valueOf(savings.getCustomer().getCustomerId());
    if (StringUtils.isNotBlank(actionForm.getCustomerId())) {
        customerId = Long.valueOf(actionForm.getCustomerId());
    }
    Locale preferredLocale = uc.getPreferredLocale();
    LocalDate dateOfDepositOrWithdrawalTransaction = new LocalDate(trxnDate);
    Double amount = Double.valueOf(actionForm.getAmount());
    Integer modeOfPayment = Integer.valueOf(actionForm.getPaymentTypeId());
    String receiptId = actionForm.getReceiptId();
    LocalDate dateOfReceipt = null;
    if (StringUtils.isNotBlank(actionForm.getReceiptDate())) {
        dateOfReceipt = new LocalDate(getDateFromString(actionForm.getReceiptDate(), preferredLocale));
    }
    try {
        Short trxnTypeId = Short.valueOf(actionForm.getTrxnTypeId());
        if (trxnTypeId.equals(AccountActionTypes.SAVINGS_DEPOSIT.getValue())) {
            SavingsDepositDto savingsDeposit = new SavingsDepositDto(savingsId, customerId, dateOfDepositOrWithdrawalTransaction, amount, modeOfPayment, receiptId, dateOfReceipt, preferredLocale);
            this.savingsServiceFacade.deposit(savingsDeposit);
        } else if (trxnTypeId.equals(AccountActionTypes.SAVINGS_WITHDRAWAL.getValue())) {
            SavingsWithdrawalDto savingsWithdrawal = new SavingsWithdrawalDto(savingsId, customerId, dateOfDepositOrWithdrawalTransaction, amount, modeOfPayment, receiptId, dateOfReceipt, preferredLocale);
            this.savingsServiceFacade.withdraw(savingsWithdrawal);
        }
    } catch (BusinessRuleException e) {
        throw new AccountException(e.getMessageKey(), e);
    }
    return mapping.findForward(ActionForwards.account_details_page.toString());
}

Example 3 with CustomerPersistence

use of org.mifos.customers.persistence.CustomerPersistence in project head by mifos.

the class SavingsApplyAdjustmentAction method adjustLastUserAction.

@TransactionDemarcate(validateAndResetToken = true)
public ActionForward adjustLastUserAction(ActionMapping mapping, ActionForm form, HttpServletRequest request, @SuppressWarnings("unused") HttpServletResponse response) throws Exception {
    request.setAttribute("method", "adjustLastUserAction");
    UserContext uc = (UserContext) SessionUtils.getAttribute(Constants.USER_CONTEXT_KEY, request.getSession());
    SavingsBO savings = (SavingsBO) SessionUtils.getAttribute(Constants.BUSINESS_KEY, request);
    Integer accountId = savings.getAccountId();
    Integer versionNum = savings.getVersionNo();
    savings = savingsDao.findById(accountId);
    // NOTE: initialise so when error occurs when apply adjustment, savings object is correctly initialised for
    // use within Tag library in jsp.
    new SavingsPersistence().initialize(savings);
    checkVersionMismatch(versionNum, savings.getVersionNo());
    savings.setUserContext(uc);
    SessionUtils.setAttribute(Constants.BUSINESS_KEY, savings, request);
    if (savings.getPersonnel() != null) {
        getBizService().checkPermissionForAdjustment(AccountTypes.SAVINGS_ACCOUNT, null, uc, savings.getOffice().getOfficeId(), savings.getPersonnel().getPersonnelId());
    } else {
        getBizService().checkPermissionForAdjustment(AccountTypes.SAVINGS_ACCOUNT, null, uc, savings.getOffice().getOfficeId(), uc.getId());
    }
    SavingsApplyAdjustmentActionForm actionForm = (SavingsApplyAdjustmentActionForm) form;
    if (actionForm.getLastPaymentAmount() == null) {
        throw new MifosRuntimeException("Null payment amount is not allowed");
    }
    // date validation
    Date meetingDate = new CustomerPersistence().getLastMeetingDateForCustomer(savings.getCustomer().getCustomerId());
    boolean repaymentIndependentOfMeetingEnabled = new ConfigurationPersistence().isRepaymentIndepOfMeetingEnabled();
    if (!savings.isTrxnDateValid(actionForm.getTrxnDateLocal().toDateMidnight().toDate(), meetingDate, repaymentIndependentOfMeetingEnabled)) {
        throw new AccountException(AccountConstants.ERROR_INVALID_TRXN);
    }
    Long savingsId = Long.valueOf(accountId.toString());
    Double adjustedAmount = Double.valueOf(actionForm.getLastPaymentAmount());
    String note = actionForm.getNote();
    AccountPaymentEntity adjustedPayment = savings.findPaymentById(actionForm.getPaymentId());
    AccountPaymentEntity otherTransferPayment = adjustedPayment.getOtherTransferPayment();
    try {
        if (otherTransferPayment == null || otherTransferPayment.isSavingsDepositOrWithdrawal()) {
            // regular savings payment adjustment or savings-savings transfer adjustment
            SavingsAdjustmentDto savingsAdjustment = new SavingsAdjustmentDto(savingsId, adjustedAmount, note, actionForm.getPaymentId(), actionForm.getTrxnDateLocal());
            this.savingsServiceFacade.adjustTransaction(savingsAdjustment);
        } else {
            // adjust repayment from savings account
            AccountBO account = adjustedPayment.getOtherTransferPayment().getAccount();
            AdjustedPaymentDto adjustedPaymentDto = new AdjustedPaymentDto(actionForm.getLastPaymentAmount(), actionForm.getTrxnDateLocal().toDateMidnight().toDate(), otherTransferPayment.getPaymentType().getId());
            this.accountServiceFacade.applyHistoricalAdjustment(account.getGlobalAccountNum(), otherTransferPayment.getPaymentId(), note, uc.getId(), adjustedPaymentDto);
        }
    } catch (BusinessRuleException e) {
        throw new AccountException(e.getMessageKey(), e);
    } finally {
        doCleanUp(request);
    }
    return mapping.findForward("account_detail_page");
}

Example 4 with CustomerPersistence

use of org.mifos.customers.persistence.CustomerPersistence in project head by mifos.

the class PortfolioAtRiskCalculation method generatePortfolioAtRiskForTask.

// This method is used by the PortfolioAtRiskHelper to calculate the PAR for
// each group when the PAR task is running
// and not intended to be used anywhere else. This method calculated the PAR
// assuming that loans are in arrears
// are already put in the state active in bad standing (the query will
// calculated for loans in active in bad standing only
public static double generatePortfolioAtRiskForTask(Integer groupId, Short branchId, String searchId) throws Exception {
    double portfolioAtRisk = -1;
    CustomerPersistence customerPersistence = new CustomerPersistence();
    Money atRiskLoanAmount = customerPersistence.getTotalAmountForGroup(groupId, AccountState.LOAN_ACTIVE_IN_BAD_STANDING);
    Money goupLoanAmountForActiveLoans = customerPersistence.getTotalAmountForGroup(groupId, AccountState.LOAN_ACTIVE_IN_GOOD_STANDING);
    Money outstandingLoanAmount = atRiskLoanAmount.add(goupLoanAmountForActiveLoans);
    Money clientAtRiskLoanAmount = customerPersistence.getTotalAmountForAllClientsOfGroup(branchId, AccountState.LOAN_ACTIVE_IN_BAD_STANDING, searchId);
    Money clientLoanAmountForActiveLoans = customerPersistence.getTotalAmountForAllClientsOfGroup(branchId, AccountState.LOAN_ACTIVE_IN_GOOD_STANDING, searchId);
    Money clientOutstandingLoanAmount = clientAtRiskLoanAmount.add(clientLoanAmountForActiveLoans);
    outstandingLoanAmount = outstandingLoanAmount.add(clientOutstandingLoanAmount);
    atRiskLoanAmount = atRiskLoanAmount.add(clientAtRiskLoanAmount);
    if (!outstandingLoanAmount.equals(new Money(outstandingLoanAmount.getCurrency()))) {
        portfolioAtRisk = atRiskLoanAmount.divide(outstandingLoanAmount).doubleValue();
    } else if (atRiskLoanAmount.equals(new Money(atRiskLoanAmount.getCurrency()))) {
        portfolioAtRisk = 0.0;
    }
    return portfolioAtRisk;
}

Example 5 with CustomerPersistence

use of org.mifos.customers.persistence.CustomerPersistence in project head by mifos.

the class CustomerTagGenerator method buildLink.

private void buildLink(StringBuilder strBuilder, CustomerBO customer, CustomerBO originalCustomer, boolean selfLinkRequired, Object randomNum) {
    if (customer == null) {
        return;
    }
    try {
        CustomerBO customerReloaded = new CustomerPersistence().getCustomer(customer.getCustomerId());
        buildLink(strBuilder, customerReloaded.getParentCustomer(), originalCustomer, selfLinkRequired, randomNum);
        strBuilder.append(" / ");
        createCustomerLink(strBuilder, customer, originalCustomer, selfLinkRequired, randomNum);
    } catch (PersistenceException e) {
        throw new RuntimeException(e);
    }
}