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

Example 16 with CustomerDetailDto

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

the class GroupTransferAction method transferToBranch.

@TransactionDemarcate(validateAndResetToken = true)
@CloseSession
public ActionForward transferToBranch(ActionMapping mapping, ActionForm form, HttpServletRequest request, @SuppressWarnings("unused") HttpServletResponse response) throws Exception {
    GroupTransferActionForm actionForm = (GroupTransferActionForm) form;
    GroupBO groupInSession = (GroupBO) SessionUtils.getAttribute(Constants.BUSINESS_KEY, request);
    CustomerDetailDto groupDetail = this.groupServiceFacade.transferGroupToBranch(groupInSession.getGlobalCustNum(), actionForm.getOfficeIdValue(), groupInSession.getVersionNo());
    GroupBO group = this.customerDao.findGroupBySystemId(groupDetail.getGlobalCustNum());
    SessionUtils.setAttribute(Constants.BUSINESS_KEY, group, request);
    return mapping.findForward(ActionForwards.update_success.toString());
}

Example 17 with CustomerDetailDto

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

the class GroupServiceFacadeWebTier method getGroupInformationDto.

//    private void checkPermissionForCreate(Short newState, UserContext userContext, Short recordOfficeId,
//            Short recordLoanOfficerId) throws ApplicationException {
//        if (!isPermissionAllowed(newState, userContext, recordOfficeId, recordLoanOfficerId)) {
//            logger.info("permission not allowed: " + userContext.toString() + " officeId: " + recordLoanOfficerId + " loanOfficerId: " + recordLoanOfficerId);
//            throw new AccountException(SecurityConstants.KEY_ACTIVITY_NOT_ALLOWED);
//        }
//    }
//    private boolean isPermissionAllowed(Short newState, UserContext userContext, Short recordOfficeId,
//            Short recordLoanOfficerId) {
//        return ActivityMapper.getInstance().isSavePermittedForCustomer(newState.shortValue(), userContext,
//                recordOfficeId, recordLoanOfficerId);
//    }
@Override
public GroupInformationDto getGroupInformationDto(String globalCustNum) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    GroupBO group = this.customerDao.findGroupBySystemId(globalCustNum);
    if (group == null) {
        throw new MifosRuntimeException("Group not found for globalCustNum: " + globalCustNum);
    }
    try {
        personnelDao.checkAccessPermission(userContext, group.getOfficeId(), group.getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    GroupDisplayDto groupDisplay = this.customerDao.getGroupDisplayDto(group.getCustomerId(), userContext);
    Integer groupId = group.getCustomerId();
    String searchId = group.getSearchId();
    Short branchId = groupDisplay.getBranchId();
    CustomerAccountSummaryDto customerAccountSummary = this.customerDao.getCustomerAccountSummaryDto(groupId);
    GroupPerformanceHistoryDto groupPerformanceHistory = assembleGroupPerformanceHistoryDto(group.getGroupPerformanceHistory(), searchId, branchId, groupId);
    CustomerAddressDto groupAddress = this.customerDao.getCustomerAddressDto(group);
    List<CustomerDetailDto> clients = this.customerDao.findClientsThatAreNotCancelledOrClosedReturningDetailDto(searchId, branchId);
    List<CustomerNoteDto> recentCustomerNotes = this.customerDao.getRecentCustomerNoteDto(groupId);
    List<CustomerPositionOtherDto> customerPositions = this.customerDao.getCustomerPositionDto(groupId, userContext);
    List<CustomerFlagDto> customerFlags = this.customerDao.getCustomerFlagDto(group.getCustomerFlags());
    List<LoanDetailDto> loanDetail = this.customerDao.getLoanDetailDto(group.getOpenLoanAccountsAndGroupLoans());
    List<SavingsDetailDto> savingsDetail = this.customerDao.getSavingsDetailDto(groupId, userContext);
    CustomerMeetingDto customerMeeting = this.customerDao.getCustomerMeetingDto(group.getCustomerMeeting(), userContext);
    List<AccountBO> allClosedLoanAndSavingsAccounts = customerDao.retrieveAllClosedLoanAndSavingsAccounts(groupId);
    List<LoanDetailDto> closedLoanAccounts = new ArrayList<LoanDetailDto>();
    List<SavingsDetailDto> closedSavingsAccounts = new ArrayList<SavingsDetailDto>();
    for (AccountBO closedAccount : allClosedLoanAndSavingsAccounts) {
        if (closedAccount.getAccountType().getAccountTypeId() == AccountTypes.LOAN_ACCOUNT.getValue().intValue()) {
            closedLoanAccounts.add(new LoanDetailDto(closedAccount.getGlobalAccountNum(), ((LoanBO) closedAccount).getLoanOffering().getPrdOfferingName(), closedAccount.getAccountState().getId(), closedAccount.getAccountState().getName(), ((LoanBO) closedAccount).getLoanSummary().getOutstandingBalance().toString(), closedAccount.getTotalAmountDue().toString(), closedAccount.getTotalAmountInArrears().toString()));
        } else {
            closedSavingsAccounts.add(new SavingsDetailDto(closedAccount.getGlobalAccountNum(), ((SavingsBO) closedAccount).getSavingsOffering().getPrdOfferingName(), closedAccount.getAccountState().getId(), closedAccount.getAccountState().getName(), ((SavingsBO) closedAccount).getSavingsBalance().toString()));
        }
    }
    boolean activeSurveys = false;
    //        boolean activeSurveys = new SurveysPersistence().isActiveSurveysForSurveyType(SurveyType.GROUP);
    List<SurveyDto> customerSurveys = new ArrayList<SurveyDto>();
    List<CustomFieldDto> customFields = new ArrayList<CustomFieldDto>();
    return new GroupInformationDto(groupDisplay, customerAccountSummary, groupPerformanceHistory, groupAddress, clients, recentCustomerNotes, customerPositions, customerFlags, loanDetail, savingsDetail, customerMeeting, activeSurveys, customerSurveys, customFields, closedLoanAccounts, closedSavingsAccounts);
}

Example 18 with CustomerDetailDto

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

the class ClientServiceFacadeWebTier method retrieveClientPersonalInfoForUpdate.

@Override
public ClientPersonalInfoDto retrieveClientPersonalInfoForUpdate(String clientSystemId, String clientStatus, short loanOfficerId) {
    ClientDropdownsDto clientDropdowns = retrieveClientDropdownData();
    ClientRulesDto clientRules = retrieveClientRules();
    ClientBO client = this.customerDao.findClientBySystemId(clientSystemId);
    CustomerDetailDto customerDetailDto = client.toCustomerDetailDto();
    ClientDetailDto clientDetailDto = client.toClientDetailDto(clientRules.isFamilyDetailsRequired());
    return new ClientPersonalInfoDto(clientDropdowns, clientRules, customerDetailDto, clientDetailDto);
}

Example 19 with CustomerDetailDto

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

the class CustomerBO method toCustomerDetailDto.

public CustomerDetailDto toCustomerDetailDto() {
    Short loanOfficerId = null;
    if (this.personnel != null) {
        loanOfficerId = this.personnel.getPersonnelId();
    }
    Address address = new Address();
    if (this.customerAddressDetail != null) {
        address = this.customerAddressDetail.getAddress();
    }
    AddressDto addressDto = null;
    if (address != null) {
        addressDto = Address.toDto(address);
    }
    return new CustomerDetailDto(this.customerId, this.displayName, this.searchId, this.globalCustNum, loanOfficerId, this.externalId, addressDto);
}

Example 20 with CustomerDetailDto

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

the class PersonnelServiceFacadeWebTier method getLoanOfficerCustomersHierarchyForDay.

@Override
public CustomerHierarchyDto getLoanOfficerCustomersHierarchyForDay(Short loanOfficerId, DateTime day) {
    PersonnelBO personnel = personnelDao.findPersonnelById(loanOfficerId);
    CustomerHierarchyDto hierarchy = new CustomerHierarchyDto();
    // Yesterday as current date because upcoming meetings should include current day
    DateTime currentDate = new DateTime().minusDays(1);
    if (ClientRules.getCenterHierarchyExists()) {
        for (CustomerDetailDto center : this.customerDao.findActiveCentersUnderUser(personnel)) {
            CustomerBO centerBO = this.customerDao.findCustomerById(center.getCustomerId());
            if (isCustomerHavingMeetingOnDay(centerBO, day, currentDate)) {
                CenterDescriptionDto centerDescription = new CenterDescriptionDto();
                centerDescription.setId(center.getCustomerId());
                centerDescription.setDisplayName(center.getDisplayName());
                centerDescription.setGlobalCustNum(center.getGlobalCustNum());
                centerDescription.setSearchId(center.getSearchId());
                hierarchy.getCenters().add(centerDescription);
            }
        }
    }
    allGroups: for (CustomerDetailDto group : this.customerDao.findGroupsUnderUser(personnel)) {
        CustomerBO groupBO = this.customerDao.findCustomerById(group.getCustomerId());
        if (isCustomerHavingMeetingOnDay(groupBO, day, currentDate)) {
            GroupDescriptionDto groupDescription = new GroupDescriptionDto();
            groupDescription.setId(group.getCustomerId());
            groupDescription.setDisplayName(group.getDisplayName());
            groupDescription.setGlobalCustNum(group.getGlobalCustNum());
            groupDescription.setSearchId(group.getSearchId());
            for (ClientBO client : this.customerDao.findActiveClientsUnderParent(group.getSearchId(), personnel.getOffice().getOfficeId())) {
                ClientDescriptionDto clientDescription = new ClientDescriptionDto();
                clientDescription.setId(client.getCustomerId());
                clientDescription.setDisplayName(client.getDisplayName());
                clientDescription.setGlobalCustNum(client.getGlobalCustNum());
                clientDescription.setSearchId(client.getSearchId());
                groupDescription.getClients().add(clientDescription);
            }
            for (CenterDescriptionDto center : hierarchy.getCenters()) {
                if (group.getSearchId().startsWith(center.getSearchId())) {
                    center.getGroups().add(groupDescription);
                    continue allGroups;
                }
            }
            hierarchy.getGroups().add(groupDescription);
        }
    }
    return hierarchy;
}