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

Example 6 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 7 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 8 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);
    }
}

Example 9 with CustomerPersistence

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

the class SavingsBOIntegrationTest method testIsTrxnDateValid_AfterFirstMeeting.

@Test
public void testIsTrxnDateValid_AfterFirstMeeting() throws Exception {
    createInitialObjects();
    savingsOffering = TestObjectFactory.createSavingsProduct("dfasdasd1", "sad1", RecommendedAmountUnit.COMPLETE_GROUP);
    savings = helper.createSavingsAccount(savingsOffering, group, AccountState.SAVINGS_ACTIVE, userContext);
    savings = TestObjectFactory.getObject(SavingsBO.class, savings.getAccountId());
    int i = -5;
    for (AccountActionDateEntity actionDate : savings.getAccountActionDates()) {
        ((SavingsScheduleEntity) actionDate).setActionDate(offSetCurrentDate(i--));
    }
    savings.update();
    savings = TestObjectFactory.getObject(SavingsBO.class, savings.getAccountId());
    java.util.Date trxnDate = offSetCurrentDate(-5);
    Date meetingDate = new CustomerPersistence().getLastMeetingDateForCustomer(savings.getCustomer().getCustomerId());
    boolean repaymentIndependentOfMeetingEnabled = new ConfigurationPersistence().isRepaymentIndepOfMeetingEnabled();
    if (AccountingRules.isBackDatedTxnAllowed()) {
        Assert.assertTrue(savings.isTrxnDateValid(trxnDate, meetingDate, repaymentIndependentOfMeetingEnabled));
    } else {
        Assert.assertFalse(savings.isTrxnDateValid(trxnDate, meetingDate, repaymentIndependentOfMeetingEnabled));
    }
    group = TestObjectFactory.getGroup(group.getCustomerId());
}

Example 10 with CustomerPersistence

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

the class SavingsServiceFacadeWebTier method closeSavingsAccount.

@Override
public void closeSavingsAccount(Long savingsId, String notes, SavingsWithdrawalDto closeAccountDto) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    SavingsBO savingsAccount = this.savingsDao.findById(savingsId);
    savingsAccount.updateDetails(userContext);
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    LocalDate closureDate = closeAccountDto.getDateOfWithdrawal();
    // Assumption that all previous interest postings occurred correctly
    InterestScheduledEvent postingSchedule = savingsInterestScheduledEventFactory.createScheduledEventFrom(savingsAccount.getInterestPostingMeeting());
    LocalDate nextPostingDate = new LocalDate(savingsAccount.getNextIntPostDate());
    LocalDate startOfPostingPeriod = postingSchedule.findFirstDateOfPeriodForMatchingDate(nextPostingDate);
    CalendarPeriod postingPeriodAtClosure;
    if (startOfPostingPeriod.isAfter(closureDate)) {
        postingPeriodAtClosure = new CalendarPeriod(closureDate, closureDate);
    } else {
        postingPeriodAtClosure = new CalendarPeriod(startOfPostingPeriod, closureDate);
    }
    List<EndOfDayDetail> allEndOfDayDetailsForAccount = savingsDao.retrieveAllEndOfDayDetailsFor(savingsAccount.getCurrency(), Long.valueOf(savingsId));
    InterestPostingPeriodResult postingPeriodAtClosureResult = determinePostingPeriodResult(postingPeriodAtClosure, savingsAccount, allEndOfDayDetailsForAccount);
    savingsAccount.postInterest(postingSchedule, postingPeriodAtClosureResult, createdBy);
    AccountNotesEntity notesEntity = new AccountNotesEntity(new DateTimeService().getCurrentJavaSqlDate(), notes, createdBy, savingsAccount);
    try {
        CustomerBO customer = savingsAccount.getCustomer();
        if (closeAccountDto.getCustomerId() != null) {
            List<CustomerBO> clientList = new CustomerPersistence().getActiveAndOnHoldChildren(savingsAccount.getCustomer().getSearchId(), savingsAccount.getCustomer().getOfficeId(), CustomerLevel.CLIENT);
            for (CustomerBO client : clientList) {
                if (closeAccountDto.getCustomerId().intValue() == client.getCustomerId().intValue()) {
                    customer = client;
                    break;
                }
            }
        }
        Money amount = new Money(savingsAccount.getCurrency(), closeAccountDto.getAmount().toString());
        PaymentTypeEntity paymentType = new PaymentTypeEntity(closeAccountDto.getModeOfPayment().shortValue());
        Date receiptDate = null;
        if (closeAccountDto.getDateOfReceipt() != null) {
            receiptDate = closeAccountDto.getDateOfReceipt().toDateMidnight().toDate();
        }
        AccountPaymentEntity closeAccount = new AccountPaymentEntity(savingsAccount, amount, closeAccountDto.getReceiptId(), receiptDate, paymentType, closeAccountDto.getDateOfWithdrawal().toDateMidnight().toDate());
        this.transactionHelper.startTransaction();
        this.transactionHelper.beginAuditLoggingFor(savingsAccount);
        savingsAccount.closeAccount(closeAccount, notesEntity, customer, createdBy);
        this.savingsDao.save(savingsAccount);
        this.transactionHelper.commitTransaction();
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (PersistenceException e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}