Examples with ClientCreationDetail org.mifos.dto.domain.ClientCreationDetail used on opensource projects

Example 1 with ClientCreationDetail

use of org.mifos.dto.domain.ClientCreationDetail 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 2 with ClientCreationDetail

use of org.mifos.dto.domain.ClientCreationDetail in project head by mifos.

the class XlsClientsImporter method parse.

public ParsedClientsDto parse(final InputStream input) {
    final List<ValueListElement> buisnessActivitiesList = customerDao.retrieveBusinessActivities();
    final List<ValueListElement> gendersList = customerDao.retrieveGenders();
    final List<ValueListElement> citizenshipsList = customerDao.retrieveCitizenship();
    final List<ValueListElement> ethinicitiesList = customerDao.retrieveEthnicity();
    final List<ValueListElement> educationLevelsList = customerDao.retrieveEducationLevels();
    final List<ValueListElement> handicappedList = customerDao.retrieveHandicapped();
    final List<ValueListElement> povertyStatusList = customerDao.retrievePoverty();
    final List<ValueListElement> maritalStatusList = customerDao.retrieveMaritalStatuses();
    final List<ValueListElement> salutationsList = customerDao.retrieveSalutations();
    final List<OfficeDto> allOfficess = officeDao.findAllOffices();
    final FieldConfig fieldConfig = FieldConfig.getInstance();
    final List<String> globalCustNums = new ArrayList<String>();
    final List<String> errorsList = new ArrayList<String>();
    final List<ImportedClientDetail> parsedClientDetails = new ArrayList<ImportedClientDetail>();
    try {
        final HSSFWorkbook workbook = new HSSFWorkbook(input);
        final HSSFSheet sheet = workbook.getSheetAt(0);
        /* test first data row */
        HSSFRow row = sheet.getRow(XlsImportConstants.FIRST_CLIENT_ROW.value());
        if (row == null) {
            errorsList.add(getMessage(XlsMessageConstants.NOT_ENOUGH_INPUT_ROW));
        }
        @SuppressWarnings("rawtypes") Iterator rowIterator = sheet.rowIterator();
        /* Skip first rows */
        if (errorsList.isEmpty()) {
            for (int i = 0; i < XlsImportConstants.SKIPPED_ROWS.value(); i++) {
                if (rowIterator.hasNext()) {
                    rowIterator.next();
                } else {
                    errorsList.add(getMessage(XlsMessageConstants.NOT_ENOUGH_INPUT_ROW));
                    break;
                }
            }
        }
        XlsImportConstants currentCell = XlsImportConstants.CLIENT_NUM_CELL;
        int friendlyRowNumber = 0;
        /* Parse client data */
        if (errorsList.isEmpty()) {
            while (rowIterator.hasNext()) {
                try {
                    row = (HSSFRow) rowIterator.next();
                    friendlyRowNumber = row.getRowNum() + 1;
                    /* Get data from sheet */
                    currentCell = XlsImportConstants.CLIENT_NUM_CELL;
                    String clientGlobalNum = getCellStringValue(row, currentCell);
                    if (StringUtils.isBlank(clientGlobalNum)) {
                        // generate number
                        clientGlobalNum = null;
                    } else {
                        // check for duplicates
                        validateGlobalCustNum(clientGlobalNum, globalCustNums);
                        globalCustNums.add(clientGlobalNum);
                    }
                    currentCell = XlsImportConstants.BRANCH_SHORT_NAME_CELL;
                    final String branchShortName = getCellStringValue(row, currentCell);
                    final Short branchOfficeId = getBranchId(branchShortName, allOfficess);
                    currentCell = XlsImportConstants.GROUP_GLOBAL_NUM_CELL;
                    final String groupGlobalNum = getCellStringValue(row, currentCell);
                    validateGroup(groupGlobalNum);
                    if (StringUtils.isBlank(groupGlobalNum) && branchOfficeId == null) {
                        String error = getRowError(friendlyRowNumber) + getMessage(XlsMessageConstants.OFFICE_AND_BRANCH);
                        errorsList.add(error);
                        continue;
                    }
                    currentCell = XlsImportConstants.SALUTATION_CELL;
                    final String salutation = getCellStringValue(row, currentCell);
                    final Integer salutationId = getValueElementId(salutation, salutationsList);
                    validateMandatoryField(salutationId);
                    currentCell = XlsImportConstants.FIRST_NAME_CELL;
                    final String clientFirstName = getCellStringValue(row, currentCell);
                    validateMandatoryField(clientFirstName);
                    currentCell = XlsImportConstants.MIDDLE_NAME_CELL;
                    final String clientMiddleName = getCellStringValue(row, currentCell);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.MIDDLE_NAME)) {
                        validateMandatoryField(clientMiddleName);
                    }
                    currentCell = XlsImportConstants.LAST_NAME_CELL;
                    final String clientLastName = getCellStringValue(row, currentCell);
                    validateMandatoryField(clientLastName);
                    currentCell = XlsImportConstants.SECOND_LAST_NAME_CELL;
                    final String clientSecondLastName = getCellStringValue(row, currentCell);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.SECOND_LAST_NAME)) {
                        validateMandatoryField(clientSecondLastName);
                    }
                    currentCell = XlsImportConstants.GOVERNMENT_ID_CELL;
                    String governmentId = getCellStringValue(row, currentCell);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.GOVERNMENT_ID)) {
                        validateMandatoryField(governmentId);
                    }
                    currentCell = XlsImportConstants.DATE_OF_BIRTH_CELL;
                    final Date dateOfBirth = getCellDateValue(row, currentCell);
                    validateMandatoryField(dateOfBirth);
                    validateAge(dateOfBirth);
                    currentCell = XlsImportConstants.GENDER_CELL;
                    final String gender = getCellStringValue(row, currentCell);
                    final Short genderId = intToShort(getValueElementId(gender, gendersList));
                    validateMandatoryField(genderId);
                    currentCell = XlsImportConstants.MARITAL_STATUS_CELL;
                    final String maritalStatus = getCellStringValue(row, currentCell);
                    final Integer maritalStatusId = getValueElementId(maritalStatus, maritalStatusList);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.MARITAL_STATUS)) {
                        validateMandatoryField(maritalStatusId);
                    }
                    currentCell = XlsImportConstants.NUMBER_OF_CHILDREN_CELL;
                    final Short numberOfChildren = intToShort(getCellIntegerValue(row, currentCell));
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.NUMBER_OF_CHILDREN)) {
                        validateMandatoryField(numberOfChildren);
                    }
                    currentCell = XlsImportConstants.CITIZENSHIP_CELL;
                    final String citizenship = getCellStringValue(row, currentCell);
                    final Integer citizenshipId = getValueElementId(citizenship, citizenshipsList);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.CITIZENSHIP)) {
                        validateMandatoryField(citizenshipId);
                    }
                    currentCell = XlsImportConstants.ETHINICITY_CELL;
                    final String ethinicity = getCellStringValue(row, currentCell);
                    final Integer ethinicityId = getValueElementId(ethinicity, ethinicitiesList);
                    if (fieldConfig.isFieldHidden(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.ETHNICITY)) {
                        validateMandatoryField(ethinicityId);
                    }
                    currentCell = XlsImportConstants.EDUCATION_LEVEL_CELL;
                    final String educationLevel = getCellStringValue(row, currentCell);
                    final Integer educationLevelId = getValueElementId(educationLevel, educationLevelsList);
                    if (fieldConfig.isFieldHidden(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.EDUCATION_LEVEL)) {
                        validateMandatoryField(educationLevelId);
                    }
                    currentCell = XlsImportConstants.ACTIVITIES_CELL;
                    final String activites = getCellStringValue(row, currentCell);
                    final Integer activityId = getValueElementId(activites, buisnessActivitiesList);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.BUSINESS_ACTIVITIES)) {
                        validateMandatoryField(activityId);
                    }
                    currentCell = XlsImportConstants.POVERTY_STATUS_CELL;
                    final String povertyStatus = getCellStringValue(row, currentCell);
                    final Short povertyStatusId = intToShort(getValueElementId(povertyStatus, povertyStatusList));
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.POVERTY_STATUS)) {
                        validateMandatoryField(povertyStatusId);
                    }
                    currentCell = XlsImportConstants.HANDICAPPED_CELL;
                    final String handicapped = getCellStringValue(row, currentCell);
                    final Integer handicappedId = getValueElementId(handicapped, handicappedList);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.HANDICAPPED)) {
                        validateMandatoryField(handicappedId);
                    }
                    currentCell = XlsImportConstants.SPOUSE_FATHER_RELATIONSHIP_CELL;
                    final String spouseOrFather = getCellStringValue(row, currentCell);
                    final Short spouseFatherNameType = getSpouseNameType(spouseOrFather);
                    final boolean familyMandatory = fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.FAMILY_DETAILS);
                    if (familyMandatory) {
                        validateMandatoryField(spouseFatherNameType);
                    }
                    currentCell = XlsImportConstants.SPOUSE_FIRST_NAME_CELL;
                    final String spouseFirstName = getCellStringValue(row, currentCell);
                    if (familyMandatory) {
                        validateMandatoryField(spouseFirstName);
                    }
                    currentCell = XlsImportConstants.SPOUSE_MIDDLE_NAME_CELL;
                    final String spouseMiddleName = getCellStringValue(row, currentCell);
                    currentCell = XlsImportConstants.SPOUSE_SECOND_LAST_NAME_CELL;
                    final String spouseSecondLastName = getCellStringValue(row, currentCell);
                    if (familyMandatory && fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.SPOUSE_FATHER_SECOND_LAST_NAME)) {
                        validateMandatoryField(spouseSecondLastName);
                    }
                    currentCell = XlsImportConstants.SPOUSE_LAST_NAME_CELL;
                    final String spouseLastName = getCellStringValue(row, currentCell);
                    if (familyMandatory) {
                        validateMandatoryField(spouseLastName);
                    }
                    currentCell = XlsImportConstants.ADDRESS_CELL;
                    final String address = getCellStringValue(row, currentCell);
                    if (fieldConfig.isFieldManadatory(CLIENT_ENTITY + HiddenMandatoryFieldNamesConstants.ADDRESS1)) {
                        validateMandatoryField(address);
                    }
                    currentCell = XlsImportConstants.CITY_DISTRICT_CELL;
                    final String cityDistrict = getCellStringValue(row, currentCell);
                    currentCell = XlsImportConstants.STATE_CELL;
                    final String state = getCellStringValue(row, currentCell);
                    currentCell = XlsImportConstants.COUNTRY_CELL;
                    final String country = getCellStringValue(row, currentCell);
                    currentCell = XlsImportConstants.POSTAL_CODE_CELL;
                    final String postalCode = getCellStringValue(row, currentCell);
                    currentCell = XlsImportConstants.TELEPHONE_CELL;
                    final String telephone = getCellStringValue(row, currentCell);
                    currentCell = XlsImportConstants.RECRUITED_BY_CELL;
                    final String recruitedBy = getCellStringValue(row, currentCell);
                    validateMandatoryField(recruitedBy);
                    final Short formedBy = getOfficerId(recruitedBy);
                    currentCell = XlsImportConstants.STATUS_CELL;
                    final String status = getCellStringValue(row, currentCell);
                    final Short statusId = statusToShort(status);
                    currentCell = XlsImportConstants.LOAN_OFFICER_CELL;
                    final String loanOfficer = getCellStringValue(row, currentCell);
                    if (!StringUtils.isBlank(groupGlobalNum) && !StringUtils.isBlank(loanOfficer)) {
                        throw new CellException(getMessage(XlsMessageConstants.LOAN_OFFICER_FOR_GROUP_CLIENT));
                    }
                    currentCell = XlsImportConstants.ACTIVATION_DATE_CELL;
                    final LocalDate activationDate = DateUtils.getLocalDateFromDate(getCellDateValue(row, currentCell));
                    if (activationDate != null && !status.equals(getMessage(XlsMessageConstants.ACTIVE))) {
                        throw new CellException(getMessage(XlsMessageConstants.ACTIVE_STATUS_FOR_ACTIVATION_DATE));
                    }
                    /* Meeting data */
                    currentCell = XlsImportConstants.MEETING_FREQUENCY_CELL;
                    final Integer recurrenceType = getRecurrenceType(getCellStringValue(row, currentCell));
                    currentCell = XlsImportConstants.MEETING_RECUR_EVERY_WEEK_CELL;
                    final Integer recurEveryWeek = getCellIntegerValue(row, currentCell);
                    currentCell = XlsImportConstants.MEETING_ON_WEEK_CELL;
                    final Integer weeklyMeetingDay = getDayValue(getCellStringValue(row, currentCell));
                    currentCell = XlsImportConstants.MEETING_OPT1_DAY_CELL;
                    final Integer opt1Day = getCellIntegerValue(row, currentCell);
                    validateMonthDay(opt1Day);
                    currentCell = XlsImportConstants.MEETING_OPT1_EVERY_CELL;
                    final Integer opt1Every = getCellIntegerValue(row, currentCell);
                    validatePositive(opt1Every);
                    currentCell = XlsImportConstants.MEETING_OPT2_THE_CELL;
                    final Integer opt2The = getDayRankValue(getCellStringValue(row, currentCell));
                    currentCell = XlsImportConstants.MEETING_OPT2_DAY_CELL;
                    final Integer opt2Day = getDayValue(getCellStringValue(row, currentCell));
                    currentCell = XlsImportConstants.MEETING_OPT2_EVERY_CELL;
                    final Integer opt2Every = getCellIntegerValue(row, currentCell);
                    validatePositive(opt2Every);
                    currentCell = XlsImportConstants.MEETING_LOCATION_CELL;
                    final String meetingLocation = getCellStringValue(row, currentCell);
                    Integer recurrenceDayNumber = 0;
                    Integer recurrenceWeekOfMonth = 0;
                    Integer recurrenceDayOfWeek = 0;
                    Integer recurEvery = 0;
                    /*
                         * Validate meeting data
                         */
                    if (!StringUtils.isBlank(groupGlobalNum) && recurrenceType != null) {
                        // no meeting allowed for a group
                        throw new RowException(getMessage(XlsMessageConstants.MEETING_FOR_GROUP));
                    } else if (recurrenceType == null) {
                        // make sure everything is empty
                        if (recurEveryWeek != null || weeklyMeetingDay != null || opt1Day != null || opt1Every != null || opt2Day != null || opt2Every != null || opt2The != null || !StringUtils.isBlank(meetingLocation)) {
                            throw new RowException(getMessage(XlsMessageConstants.INCOMPLETE_MEETING_DATA));
                        }
                    } else if (recurrenceType == RecurrenceType.WEEKLY.getValue().intValue()) {
                        // make sure weekly data is set
                        if (recurEveryWeek == null || weeklyMeetingDay == null) {
                            throw new RowException(getMessage(XlsMessageConstants.INCOMPLETE_MEETING_DATA));
                        }
                        // make sure monthly details are empty
                        if (opt1Day != null || opt1Every != null || opt2Day != null || opt2Every != null || opt2The != null) {
                            throw new RowException(getMessage(XlsMessageConstants.MONTHLY_MEETING_DETAILS_NOT_EMPTY));
                        }
                        // set data
                        recurrenceDayOfWeek = weeklyMeetingDay;
                        recurEvery = recurEveryWeek;
                        // validate location
                        validateMandatoryField(meetingLocation);
                    } else {
                        // make sure weekly details are empty
                        if (recurEveryWeek != null || weeklyMeetingDay != null) {
                            throw new RowException(getMessage(XlsMessageConstants.WEEKLY_MEETING_DETAILS_NOT_EMPTY));
                        }
                        if (opt1Day == null) {
                            // make sure option 2 is set
                            if (opt2Day == null || opt2Every == null || opt2The == null) {
                                throw new RowException(getMessage(XlsMessageConstants.INCOMPLETE_MEETING_DATA));
                            }
                            // make sure option 1 is empty
                            if (opt1Every != null) {
                                throw new RowException(getMessage(XlsMessageConstants.OPTIONS_EXCLUSIVE));
                            }
                            // set data
                            recurrenceWeekOfMonth = opt2The;
                            recurrenceDayOfWeek = opt2Day;
                            recurEvery = opt2Every;
                        } else {
                            // make sure option 1 is set
                            if (opt1Every == null) {
                                throw new RowException(getMessage(XlsMessageConstants.INCOMPLETE_MEETING_DATA));
                            }
                            // make sure option 2 is empty
                            if (opt2Day != null || opt2Every != null || opt2The != null) {
                                throw new RowException(getMessage(XlsMessageConstants.OPTIONS_EXCLUSIVE));
                            }
                            // set data
                            recurrenceDayNumber = opt1Day;
                            recurEvery = opt1Every;
                        }
                        // validate location
                        validateMandatoryField(meetingLocation);
                    }
                    /*
                         * Create meeting data
                         */
                    MeetingDto meetingDto = null;
                    if (recurrenceType != null) {
                        final LocalDate meetingStartDate = new LocalDate();
                        final MeetingRecurrenceDto meetingRecurrenceDto = new MeetingRecurrenceDto(recurrenceDayNumber, recurrenceWeekOfMonth, recurrenceDayOfWeek);
                        final MeetingDetailsDto meetingDetailsDto = new MeetingDetailsDto(recurrenceType, null, recurEvery, meetingRecurrenceDto);
                        final MeetingTypeDto meetingTypeDto = new MeetingTypeDto(MeetingType.CUSTOMER_MEETING.getValue().intValue(), null, null);
                        meetingDto = new MeetingDto(meetingStartDate, meetingLocation, meetingTypeDto, meetingDetailsDto);
                    } else {
                    }
                    String clientName = buildName(clientFirstName, clientMiddleName, clientLastName, clientSecondLastName);
                    customerDao.validateClientForDuplicateNameOrGovtId(clientName, dateOfBirth, governmentId);
                    /* Create dto's */
                    /* address */
                    final Address addressObject = new Address(address, null, null, cityDistrict, state, country, postalCode, telephone);
                    final AddressDto addressDto = Address.toDto(addressObject);
                    /* Personal details */
                    final ClientNameDetailDto clientNameDetailDto = new ClientNameDetailDto(CLIENT_NAME_TYPE, salutationId, clientFirstName, clientMiddleName, clientLastName, clientSecondLastName);
                    final ClientPersonalDetailDto clientPersonalDetailDto = new ClientPersonalDetailDto(ethinicityId, citizenshipId, handicappedId, activityId, maritalStatusId, educationLevelId, numberOfChildren, genderId, povertyStatusId);
                    /* Spouse details */
                    ClientNameDetailDto spouseNameDetailDto = null;
                    if (spouseFatherNameType == null) {
                        spouseNameDetailDto = new ClientNameDetailDto();
                        spouseNameDetailDto.setFirstName("");
                        spouseNameDetailDto.setLastName("");
                    } else {
                        spouseNameDetailDto = new ClientNameDetailDto(spouseFatherNameType, null, spouseFirstName, spouseMiddleName, spouseLastName, spouseSecondLastName);
                    }
                    /* branch office */
                    Short officeId = 0;
                    Short loanOfficerId = null;
                    Short groupFlagValue = 1;
                    if (StringUtils.isBlank(groupGlobalNum)) {
                        if (statusId == CustomerStatus.CLIENT_ACTIVE.getValue() && meetingDto == null) {
                            String error = getRowError(friendlyRowNumber) + getMessage(XlsMessageConstants.NO_MEETING_ERROR);
                            errorsList.add(error);
                            continue;
                        }
                        groupFlagValue = 0;
                        officeId = branchOfficeId;
                        List<PersonnelBO> officers = legacyPersonnelDao.getActiveLoanOfficersUnderOffice(officeId);
                        if (officers.isEmpty()) {
                            String error = getCellError(friendlyRowNumber, XlsImportConstants.BRANCH_SHORT_NAME_CELL) + getMessage(XlsMessageConstants.NO_OFFICERS_ERROR, branchShortName);
                            errorsList.add(error);
                            continue;
                        }
                        loanOfficerId = null;
                        for (PersonnelBO officer : officers) {
                            if (officer.getDisplayName().equals(loanOfficer)) {
                                loanOfficerId = officer.getPersonnelId();
                                break;
                            }
                        }
                    } else {
                        validateGroupStatus(groupGlobalNum, statusId);
                    }
                    /* Not imported values */
                    final boolean trained = false;
                    final Date trainedDate = null;
                    final java.sql.Date mfiJoiningDate = null;
                    final String externalId = "";
                    final InputStream picture = null;
                    final List<ApplicableAccountFeeDto> feesToApply = null;
                    final List<ClientNameDetailDto> familyNames = null;
                    final List<ClientFamilyDetailDto> familyDetails = null;
                    final List<Short> selectedSavingsProducts = null;
                    /* Final dto */
                    final ClientCreationDetail clientCreationDetail = new ClientCreationDetail(selectedSavingsProducts, clientName, statusId, mfiJoiningDate, externalId, addressDto, formedBy, dateOfBirth, governmentId, trained, trainedDate, groupFlagValue, clientNameDetailDto, clientPersonalDetailDto, spouseNameDetailDto, picture, feesToApply, groupGlobalNum, familyNames, familyDetails, loanOfficerId, officeId, activationDate);
                    validateDuplicateCustomers(clientCreationDetail, parsedClientDetails);
                    final ImportedClientDetail importedClientDetail = new ImportedClientDetail(clientCreationDetail, clientGlobalNum, meetingDto);
                    parsedClientDetails.add(importedClientDetail);
                } catch (RowException ex) {
                    final String error = getRowError(friendlyRowNumber) + ex.getMessage();
                    errorsList.add(error);
                } catch (CustomerException ex) {
                    final String error = getRowError(friendlyRowNumber) + getMessage(XlsMessageConstants.DUPLICATE_CLIENT_ERROR);
                    errorsList.add(error);
                } catch (Exception ex) {
                    final String error = getCellError(friendlyRowNumber, currentCell) + ex.getMessage();
                    errorsList.add(error);
                }
            }
        }
    } catch (Exception ex) {
        errorsList.add(getMessage(XlsMessageConstants.ERROR_READING_DOCUMENT, ex.getMessage()));
    }
    return new ParsedClientsDto(errorsList, parsedClientDetails);
}

Example 3 with ClientCreationDetail

use of org.mifos.dto.domain.ClientCreationDetail in project head by mifos.

the class PictureFormFile method create.

@TransactionDemarcate(validateAndResetToken = true)
public ActionForward create(ActionMapping mapping, ActionForm form, HttpServletRequest request, @SuppressWarnings("unused") HttpServletResponse response) throws Exception {
    ClientCustActionForm actionForm = (ClientCustActionForm) form;
    MeetingBO meeting = (MeetingBO) SessionUtils.getAttribute(CustomerConstants.CUSTOMER_MEETING, request);
    List<SavingsDetailDto> allowedSavingProducts = getSavingsOfferingsFromSession(request);
    if (ClientRules.isFamilyDetailsRequired()) {
        actionForm.setFamilyDateOfBirth();
        actionForm.constructFamilyDetails();
    }
    List<Short> selectedSavingProducts = actionForm.getSelectedOfferings();
    String clientName = actionForm.getClientName().getDisplayName();
    Short clientStatus = actionForm.getStatusValue().getValue();
    java.sql.Date mfiJoiningDate = DateUtils.getDateAsSentFromBrowser(actionForm.getMfiJoiningDate());
    String externalId = actionForm.getExternalId();
    AddressDto address = null;
    if (actionForm.getAddress() != null) {
        address = Address.toDto(actionForm.getAddress());
    }
    Short formedBy = actionForm.getFormedByPersonnelValue();
    java.sql.Date dateOfBirth = DateUtils.getDateAsSentFromBrowser(actionForm.getDateOfBirth());
    String governmentId = actionForm.getGovernmentId();
    boolean trained = isTrained(actionForm.getTrainedValue());
    java.sql.Date trainedDate = DateUtils.getDateAsSentFromBrowser(actionForm.getTrainedDate());
    Short groupFlagValue = actionForm.getGroupFlagValue();
    ClientNameDetailDto clientNameDetailDto = actionForm.getClientName();
    ClientPersonalDetailDto clientPersonalDetailDto = actionForm.getClientDetailView();
    ClientNameDetailDto spouseFatherName = actionForm.getSpouseName();
    InputStream picture = actionForm.getCustomerPicture();
    String parentGroupId = actionForm.getParentGroupId();
    List<ClientNameDetailDto> familyNames = actionForm.getFamilyNames();
    List<ClientFamilyDetailDto> familyDetails = actionForm.getFamilyDetails();
    Short loanOfficerId = actionForm.getLoanOfficerIdValue();
    Short officeId = actionForm.getOfficeIdValue();
    // only applies when status is active
    LocalDate activationDateAsToday = new LocalDate();
    ClientCreationDetail clientCreationDetail = new ClientCreationDetail(selectedSavingProducts, clientName, clientStatus, mfiJoiningDate, externalId, address, formedBy, dateOfBirth, governmentId, trained, trainedDate, groupFlagValue, clientNameDetailDto, clientPersonalDetailDto, spouseFatherName, picture, actionForm.getFeesToApply(), parentGroupId, familyNames, familyDetails, loanOfficerId, officeId, activationDateAsToday);
    MeetingDto meetingDto = null;
    if (meeting != null) {
        meetingDto = meeting.toDto();
    }
    CustomerDetailsDto clientDetails = this.clientServiceFacade.createNewClient(clientCreationDetail, meetingDto, allowedSavingProducts);
    List<FormFile> formFiles = actionForm.getFiles();
    List<UploadedFileDto> filesMetadata = actionForm.getFilesMetadata();
    for (int i = 0; i < formFiles.size(); i++) {
        if (formFiles.get(i).getFileSize() != 0) {
            InputStream inputStream = formFiles.get(i).getInputStream();
            UploadedFileDto fileMetadata = filesMetadata.get(i);
            clientServiceFacade.uploadFile(clientDetails.getId(), inputStream, fileMetadata);
        }
    }
    actionForm.setCustomerId(clientDetails.getId().toString());
    actionForm.setGlobalCustNum(clientDetails.getGlobalCustNum());
    actionForm.setEditFamily("notEdit");
    createClientQuestionnaire.saveResponses(request, actionForm, clientDetails.getId());
    return mapping.findForward(ActionForwards.create_success.toString());
}

Example 4 with ClientCreationDetail

use of org.mifos.dto.domain.ClientCreationDetail in project head by mifos.

the class GroupServiceFacadeWebTierIntegrationTest method createClient.

private CustomerDetailsDto createClient(String parentGroupId) {
    MeetingBO meeting = new MeetingBuilder().withStartDate(new DateTime().minusWeeks(2)).build();
    MeetingDto meetingDto = meeting.toDto();
    String externalId = null;
    AddressDto addressDto = new AddressDto("here", "", "", "", "", "", "", "");
    PersonnelBO user = IntegrationTestObjectMother.findPersonnelById(Short.valueOf("1"));
    Short loanOfficerId = user.getPersonnelId();
    List<ApplicableAccountFeeDto> feesToApply = new ArrayList<ApplicableAccountFeeDto>();
    CustomerStatus.CLIENT_ACTIVE.getValue();
    boolean trained = false;
    // setup
    Short officeId = branch1.getOfficeId();
    DateTime mfiJoiningDate = new DateTime().minusWeeks(2);
    DateTime activationDate = new DateTime().minusWeeks(1);
    List<Short> selectedSavingProducts = new ArrayList<Short>();
    String clientName = "client";
    Short formedBy = loanOfficerId;
    Date dateOfBirth = new LocalDate(1990, 1, 1).toDateMidnight().toDate();
    String governmentId = "";
    Date trainedDate = new LocalDate(2000, 1, 1).toDateMidnight().toDate();
    ;
    // not in a group
    Short groupFlag = YesNoFlag.YES.getValue();
    Integer salutation = 1;
    String firstName = "first";
    String middleName = null;
    String lastName = "last";
    String secondLastName = null;
    ClientNameDetailDto clientNameDetailDto = new ClientNameDetailDto(NameType.CLIENT.getValue(), salutation, firstName, middleName, lastName, secondLastName);
    // magic numbers from default data
    Integer ethnicity = 218;
    Integer citizenship = 130;
    Integer handicapped = 138;
    Integer businessActivities = 225;
    Integer educationLevel = 226;
    Short numChildren = 0;
    Short gender = 49;
    Short povertyStatus = 41;
    Integer maritalStatus = ClientPersonalDetailDto.MARRIED;
    // active
    Short clientStatus = 3;
    ClientPersonalDetailDto clientPersonalDetailDto = new ClientPersonalDetailDto(ethnicity, citizenship, handicapped, businessActivities, maritalStatus, educationLevel, numChildren, gender, povertyStatus);
    ClientNameDetailDto spouseFatherName = new ClientNameDetailDto(NameType.SPOUSE.getValue(), salutation, firstName, middleName, lastName, secondLastName);
    InputStream picture = null;
    List<ClientNameDetailDto> familyNames = null;
    List<ClientFamilyDetailDto> familyDetails = null;
    ClientCreationDetail clientCreationDetail = new ClientCreationDetail(selectedSavingProducts, clientName, clientStatus, mfiJoiningDate.toDate(), externalId, addressDto, formedBy, dateOfBirth, governmentId, trained, trainedDate, groupFlag, clientNameDetailDto, clientPersonalDetailDto, spouseFatherName, picture, feesToApply, parentGroupId, familyNames, familyDetails, loanOfficerId, officeId, activationDate.toLocalDate());
    // exercise test
    List<SavingsDetailDto> allowedSavingProducts = new ArrayList<SavingsDetailDto>();
    CustomerDetailsDto newlyCreatedCustomerDetails = clientServiceFacade.createNewClient(clientCreationDetail, meetingDto, allowedSavingProducts);
    return newlyCreatedCustomerDetails;
}

Example 5 with ClientCreationDetail

use of org.mifos.dto.domain.ClientCreationDetail in project head by mifos.

the class ClientServiceFacadeWebTierIntegrationTest method shouldCreateGroupWithExpectedSearchId.

@Test
public void shouldCreateGroupWithExpectedSearchId() {
    // setup
    boolean centerHierarchyExistsOriginal = ClientRules.getCenterHierarchyExists();
    MeetingBO meeting = new MeetingBuilder().withStartDate(new DateTime().minusWeeks(2)).build();
    MeetingDto meetingDto = meeting.toDto();
    String externalId = null;
    AddressDto addressDto = new AddressDto("here", "", "", "", "", "", "", "");
    PersonnelBO user = IntegrationTestObjectMother.findPersonnelById(Short.valueOf("1"));
    Short loanOfficerId = user.getPersonnelId();
    List<ApplicableAccountFeeDto> feesToApply = new ArrayList<ApplicableAccountFeeDto>();
    CustomerStatus.CLIENT_ACTIVE.getValue();
    boolean trained = false;
    OfficeBO headOffice = IntegrationTestObjectMother.findOfficeById(Short.valueOf("1"));
    // setup
    createOfficeHierarchyUnderHeadOffice(headOffice);
    Short officeId = branch1.getOfficeId();
    DateTime mfiJoiningDate = new DateTime().minusWeeks(2);
    DateTime activationDate = new DateTime().minusWeeks(1);
    List<Short> selectedSavingProducts = new ArrayList<Short>();
    String clientName = "client";
    Short formedBy = loanOfficerId;
    Date dateOfBirth = new LocalDate(1990, 1, 1).toDateMidnight().toDate();
    String governmentId = "";
    Date trainedDate = new LocalDate(2000, 1, 1).toDateMidnight().toDate();
    ;
    // not in a group
    Short groupFlag = YesNoFlag.NO.getValue();
    Integer salutation = 1;
    String firstName = "first";
    String middleName = null;
    String lastName = "last";
    String secondLastName = null;
    ClientNameDetailDto clientNameDetailDto = new ClientNameDetailDto(NameType.CLIENT.getValue(), salutation, firstName, middleName, lastName, secondLastName);
    // magic numbers from default data
    Integer ethnicity = 218;
    Integer citizenship = 130;
    Integer handicapped = 138;
    Integer businessActivities = 225;
    Integer educationLevel = 226;
    Short numChildren = 0;
    Short gender = 49;
    Short povertyStatus = 41;
    Integer maritalStatus = ClientPersonalDetailDto.MARRIED;
    // active
    Short clientStatus = 3;
    ClientPersonalDetailDto clientPersonalDetailDto = new ClientPersonalDetailDto(ethnicity, citizenship, handicapped, businessActivities, maritalStatus, educationLevel, numChildren, gender, povertyStatus);
    ClientNameDetailDto spouseFatherName = new ClientNameDetailDto(NameType.SPOUSE.getValue(), salutation, firstName, middleName, lastName, secondLastName);
    InputStream picture = null;
    String parentGroupId = null;
    List<ClientNameDetailDto> familyNames = null;
    List<ClientFamilyDetailDto> familyDetails = null;
    ClientCreationDetail clientCreationDetail = new ClientCreationDetail(selectedSavingProducts, clientName, clientStatus, mfiJoiningDate.toDate(), externalId, addressDto, formedBy, dateOfBirth, governmentId, trained, trainedDate, groupFlag, clientNameDetailDto, clientPersonalDetailDto, spouseFatherName, picture, feesToApply, parentGroupId, familyNames, familyDetails, loanOfficerId, officeId, activationDate.toLocalDate());
    // exercise test
    ClientRules.setCenterHierarchyExists(false);
    List<SavingsDetailDto> allowedSavingProducts = new ArrayList<SavingsDetailDto>();
    CustomerDetailsDto newlyCreatedCustomerDetails = clientServiceFacade.createNewClient(clientCreationDetail, meetingDto, allowedSavingProducts);
    // verification
    ClientRules.setCenterHierarchyExists(centerHierarchyExistsOriginal);
    ClientBO client = customerDao.findClientBySystemId(newlyCreatedCustomerDetails.getGlobalCustNum());
    Assert.assertThat(client.getSearchId(), is("1." + client.getCustomerId()));
}