Examples with CustomerStatus org.mifos.customers.util.helpers.CustomerStatus used on opensource projects

Example 1 with CustomerStatus

use of org.mifos.customers.util.helpers.CustomerStatus in project head by mifos.

the class CenterServiceFacadeWebTier method retrieveCustomerStatusDetails.

@Override
public CustomerStatusDetailDto retrieveCustomerStatusDetails(Short newStatusId, Short flagIdValue, Short customerLevelId) {
    CustomerLevel customerLevel = CustomerLevel.getLevel(customerLevelId);
    CustomerStatus customerStatus = CustomerStatus.fromInt(newStatusId);
    CustomerStatusFlag statusFlag = null;
    if (customerStatus.isCustomerCancelledOrClosed()) {
        statusFlag = CustomerStatusFlag.getStatusFlag(flagIdValue);
    }
    String statusName = AccountStateMachines.getInstance().getCustomerStatusName(customerStatus, customerLevel);
    String flagName = AccountStateMachines.getInstance().getCustomerFlagName(statusFlag, customerLevel);
    return new CustomerStatusDetailDto(statusName, flagName);
}

Example 2 with CustomerStatus

use of org.mifos.customers.util.helpers.CustomerStatus 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 CustomerStatus

use of org.mifos.customers.util.helpers.CustomerStatus in project head by mifos.

the class XlsClientsImporter method validateGroupStatus.

private void validateGroupStatus(final String globalGroupNum, final Short customerStatusId) throws RowException {
    final CustomerStatus groupStatus = customerDao.findGroupBySystemId(globalGroupNum).getStatus();
    final CustomerStatus clientStatus = CustomerStatus.fromInt(customerStatusId);
    if (isGroupStatusLower(clientStatus, groupStatus)) {
        throw new RowException(getMessage(XlsMessageConstants.GROUP_BAD_STATUS));
    }
}

Example 4 with CustomerStatus

use of org.mifos.customers.util.helpers.CustomerStatus in project head by mifos.

the class XlsClientsImporter method validateGroup.

private void validateGroup(final String globalGroupNum) throws CellException {
    if (StringUtils.isBlank(globalGroupNum)) {
        return;
    }
    final GroupBO group = customerDao.findGroupBySystemId(globalGroupNum);
    if (group == null) {
        throw new CellException(getMessage(XlsMessageConstants.GROUP_NOT_FOUND_ERROR, globalGroupNum));
    }
    final CustomerStatus groupStatus = group.getStatus();
    if (groupStatus == CustomerStatus.GROUP_CANCELLED) {
        throw new CellException(getMessage(XlsMessageConstants.GROUP_CANCELED, globalGroupNum));
    } else if (groupStatus == CustomerStatus.GROUP_CLOSED) {
        throw new CellException(getMessage(XlsMessageConstants.GROUP_CLOSED, globalGroupNum));
    }
}

Example 5 with CustomerStatus

use of org.mifos.customers.util.helpers.CustomerStatus 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);
    }
}