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Example 6 with MeetingDto

use of org.mifos.dto.domain.MeetingDto 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);
}
Also used : OfficeDto(org.mifos.dto.domain.OfficeDto) Address(org.mifos.framework.business.util.Address) FieldConfig(org.mifos.framework.components.fieldConfiguration.util.helpers.FieldConfig) ArrayList(java.util.ArrayList) HSSFRow(org.apache.poi.hssf.usermodel.HSSFRow) HSSFRichTextString(org.apache.poi.hssf.usermodel.HSSFRichTextString) LocalDate(org.joda.time.LocalDate) ClientCreationDetail(org.mifos.dto.domain.ClientCreationDetail) ParsedClientsDto(org.mifos.dto.domain.ParsedClientsDto) ClientFamilyDetailDto(org.mifos.dto.screen.ClientFamilyDetailDto) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) ClientNameDetailDto(org.mifos.dto.screen.ClientNameDetailDto) Iterator(java.util.Iterator) MeetingDetailsDto(org.mifos.dto.domain.MeetingDetailsDto) CustomerException(org.mifos.customers.exceptions.CustomerException) InputStream(java.io.InputStream) ClientPersonalDetailDto(org.mifos.dto.screen.ClientPersonalDetailDto) AddressDto(org.mifos.dto.domain.AddressDto) ApplicableAccountFeeDto(org.mifos.dto.domain.ApplicableAccountFeeDto) HSSFWorkbook(org.apache.poi.hssf.usermodel.HSSFWorkbook) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) CustomerException(org.mifos.customers.exceptions.CustomerException) ConfigurationException(org.mifos.config.exceptions.ConfigurationException) MeetingDto(org.mifos.dto.domain.MeetingDto) MeetingRecurrenceDto(org.mifos.dto.domain.MeetingRecurrenceDto) MeetingTypeDto(org.mifos.dto.domain.MeetingTypeDto) ImportedClientDetail(org.mifos.dto.domain.ImportedClientDetail) HSSFSheet(org.apache.poi.hssf.usermodel.HSSFSheet) ValueListElement(org.mifos.dto.domain.ValueListElement)

Example 7 with MeetingDto

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

the class CenterServiceFacadeWebTierIntegrationTest method shouldCreateCenterWithExpectedSearchId.

@Test
public void shouldCreateCenterWithExpectedSearchId() {
    MeetingBO meeting = new MeetingBuilder().withStartDate(new DateTime().minusWeeks(2)).build();
    MeetingDto meetingDto = meeting.toDto();
    String displayName = "testCenter";
    String externalId = null;
    AddressDto addressDto = new AddressDto("here", "", "", "", "", "", "", "");
    PersonnelBO user = IntegrationTestObjectMother.findPersonnelById(Short.valueOf("1"));
    Short loanOfficerId = user.getPersonnelId();
    List<CreateAccountFeeDto> feesToApply = new ArrayList<CreateAccountFeeDto>();
    CustomerStatus.GROUP_ACTIVE.getValue();
    OfficeBO headOffice = IntegrationTestObjectMother.findOfficeById(Short.valueOf("1"));
    // setup
    createOfficeHierarchyUnderHeadOffice(headOffice);
    Short officeId = branch1.getOfficeId();
    DateTime mfiJoiningDate = new DateTime().minusWeeks(2);
    new DateTime().minusWeeks(1);
    CenterCreationDetail centerCreationDetail = new CenterCreationDetail(mfiJoiningDate.toLocalDate(), displayName, externalId, addressDto, loanOfficerId, officeId, feesToApply);
    // exercise test
    CustomerDetailsDto newlyCreatedCenterDetails = centerServiceFacade.createNewCenter(centerCreationDetail, meetingDto);
    // verification
    CenterBO center = customerDao.findCenterBySystemId(newlyCreatedCenterDetails.getGlobalCustNum());
    Assert.assertThat(center.getSearchId(), is("1." + center.getCustomerId()));
}
Also used : MeetingBO(org.mifos.application.meeting.business.MeetingBO) ArrayList(java.util.ArrayList) CenterBO(org.mifos.customers.center.business.CenterBO) AddressDto(org.mifos.dto.domain.AddressDto) DateTime(org.joda.time.DateTime) MeetingDto(org.mifos.dto.domain.MeetingDto) CenterCreationDetail(org.mifos.dto.domain.CenterCreationDetail) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) OfficeBO(org.mifos.customers.office.business.OfficeBO) MeetingBuilder(org.mifos.domain.builders.MeetingBuilder) CreateAccountFeeDto(org.mifos.dto.domain.CreateAccountFeeDto) CustomerDetailsDto(org.mifos.dto.domain.CustomerDetailsDto) Test(org.junit.Test)

Example 8 with MeetingDto

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

the class MeetingBO method toDto.

public MeetingDto toDto() {
    MeetingTypeDto meetingType = this.meetingType.toDto();
    MeetingDetailsDto meetingDetailsDto = this.meetingDetails.toDto();
    return new MeetingDto(new LocalDate(this.meetingStartDate), this.meetingPlace, meetingType, meetingDetailsDto);
}
Also used : MeetingTypeDto(org.mifos.dto.domain.MeetingTypeDto) MeetingDetailsDto(org.mifos.dto.domain.MeetingDetailsDto) LocalDate(org.joda.time.LocalDate) MeetingDto(org.mifos.dto.domain.MeetingDto)

Example 9 with MeetingDto

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

the class GroupLoanAccountServiceFacadeWebTier method createGroupLoanAccount.

private LoanCreationResultDto createGroupLoanAccount(CreateGroupLoanAccount loanAccountInfo, Map<Integer, List<LoanPaymentDto>> backdatedLoanPayments, List<QuestionGroupDetail> questionGroups, LoanAccountCashFlow loanAccountCashFlow, List<DateTime> loanScheduleInstallmentDates, List<Number> totalInstallmentAmounts, List<CreateLoanAccount> memberDetails, boolean isBackdatedLoan) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        if (creationDate.isBefore(new DateTime(member.getCreatedDate()))) {
            throw new BusinessRuleException("errors.cannotCreateLoan.because.clientsAreCreatedInFuture");
        }
    }
    // 1. assemble loan details
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(user.getBranchId());
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    CustomerBO customer = this.customerDao.findCustomerById(loanAccountInfo.getGroupLoanAccountDetails().getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getGroupLoanAccountDetails().getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails().getInterestRate(), loanAccountInfo.getGroupLoanAccountDetails().getNumberOfInstallments(), loanAccountInfo.getGroupLoanAccountDetails().getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.getGroupLoanAccountDetails().isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails(), loanAccountDetail.getCustomer());
    } else {
        MeetingDto customerMeetingDto = customer.getCustomerMeetingValue().toDto();
        repaymentDayMeeting = new MeetingFactory().create(customerMeetingDto);
        Short recurAfter = loanAccountDetail.getLoanProduct().getLoanOfferingMeeting().getMeeting().getRecurAfter();
        repaymentDayMeeting.getMeetingDetails().setRecurAfter(recurAfter);
    }
    List<DateTime> loanScheduleDates = new ArrayList<DateTime>(loanScheduleInstallmentDates);
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), totalInstallmentAmounts);
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedLoanAmount().doubleValue(), null);
    if (isBackdatedLoan) {
        creationDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDateTime();
    }
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openGroupLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getGroupLoanAccountDetails().getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getGroupLoanAccountDetails().getExternalId());
    loan.setCollateralNote(loanAccountInfo.getGroupLoanAccountDetails().getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getGroupLoanAccountDetails().getCollateralTypeId());
    if (isBackdatedLoan) {
        loan.markAsCreatedWithBackdatedPayments();
    }
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber());
    }
    try {
        personnelDao.checkAccessPermission(userContext, loan.getOfficeId(), loan.getCustomer().getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    try {
        transactionHelper.startTransaction();
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        //no predefined account number, generate one instead
        if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() == null) {
            try {
                loan.setGlobalAccountNum(loan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        //set up status flag
        AccountStateFlagEntity flagEntity = null;
        if (loanAccountInfo.getGroupLoanAccountDetails().getFlagId() != null) {
            try {
                flagEntity = legacyMasterDao.getPersistentObject(AccountStateFlagEntity.class, loanAccountInfo.getGroupLoanAccountDetails().getFlagId());
                loan.setUserContext(userContext);
                loan.setFlag(flagEntity);
                loan.setClosedDate(new DateTimeService().getCurrentJavaDateTime());
                loan.setUserContext(userContext);
            } catch (PersistenceException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(loan);
            transactionHelper.flushSession();
        }
        // for GLIM loans only
        List<CreateLoanAccount> individualMembersOfGroupLoan = new ArrayList<CreateLoanAccount>();
        List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
        List<LoanProductOverridenDetail> memberOverridenDetails = new ArrayList<LoanProductOverridenDetail>();
        List<LoanSchedule> memberLoanSchedules = new ArrayList<LoanSchedule>();
        List<ClientBO> clients = new ArrayList<ClientBO>();
        for (CreateLoanAccount groupMemberAccount : memberDetails) {
            ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
            Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
            List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
            radio.add(loanAmount.divide(loan.getLoanAmount()));
            int memberCount = memberDetails.size();
            for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties()) {
                Integer penaltyId = createAccountPenaltyDto.getPenaltyId();
                String amount = createAccountPenaltyDto.getAmount();
                PenaltyBO penaltyBO = this.penaltyDao.findPenaltyById(penaltyId.shortValue());
                if (penaltyBO instanceof AmountPenaltyBO) {
                    amount = String.valueOf(Double.valueOf(createAccountPenaltyDto.getAmount()) / memberCount);
                }
                defaultAccountPenalties.add(new CreateAccountPenaltyDto(penaltyId, amount));
            }
            List<AccountFeesEntity> feeEntities = assembleAccountFees(groupMemberAccount.getAccountFees());
            List<AccountPenaltiesEntity> penaltyEntities = assembleAccountPenalties(defaultAccountPenalties);
            LoanProductOverridenDetail memberOverridenDetail = new LoanProductOverridenDetail(loanAmount, feeEntities, overridenDetail, penaltyEntities);
            LoanSchedule memberSchedule = assembleLoanSchedule(member, loanAccountDetail.getLoanProduct(), memberOverridenDetail, configuration, repaymentDayMeeting, userOffice, new ArrayList<DateTime>(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
            memberOverridenDetails.add(memberOverridenDetail);
            memberLoanSchedules.add(memberSchedule);
            clients.add(member);
            individualMembersOfGroupLoan.add(groupMemberAccount);
        }
        //for original schedule persisting
        List<LoanBO> memberLoans = new ArrayList<LoanBO>();
        int index = 0;
        for (CreateLoanAccount groupMemberAccount : individualMembersOfGroupLoan) {
            LoanBO memberLoan = LoanBO.openGroupLoanForAccount(loan, loanAccountDetail.getLoanProduct(), clients.get(index), repaymentDayMeeting, memberLoanSchedules.get(index), memberOverridenDetails.get(index), configuration, installmentRange, amountRange, creationDetail, createdBy, Boolean.TRUE);
            if (groupMemberAccount.getLoanPurposeId() > 0) {
                memberLoan.setBusinessActivityId(groupMemberAccount.getLoanPurposeId());
            }
            if (!backdatedLoanPayments.isEmpty()) {
                memberLoan.markAsCreatedWithBackdatedPayments();
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            try {
                memberLoan.setGlobalAccountNum(memberLoan.generateId(userOffice.getGlobalOfficeNum()));
            } catch (AccountException e) {
                throw new BusinessRuleException(e.getMessage());
            }
            this.loanDao.save(memberLoan);
            transactionHelper.flushSession();
            memberLoans.add(memberLoan);
            index++;
        }
        // update loan schedule for Group Loan Account
        loanSchedule = this.loanScheduleService.generateGroupLoanSchedule(loanAccountDetail.getLoanProduct(), repaymentDayMeeting, loanSchedule, memberLoanSchedules, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), overridenDetail, configuration, userOffice.getOfficeId(), loanAccountDetail.getCustomer(), accountFeeEntities);
        fixMemberAndParentInstallmentDetails(loan, memberLoans);
        for (LoanBO memberLoan : memberLoans) {
            memberLoan.updateLoanSummary();
            loanDao.save(memberLoan);
        }
        this.loanDao.save(loan);
        transactionHelper.flushSession();
        // save question groups
        if (!questionGroups.isEmpty()) {
            Integer eventSourceId = questionnaireServiceFacade.getEventSourceId("Create", "Loan");
            QuestionGroupDetails questionGroupDetails = new QuestionGroupDetails(Integer.valueOf(user.getUserId()).shortValue(), loan.getAccountId(), eventSourceId, questionGroups);
            questionnaireServiceFacade.saveResponses(questionGroupDetails);
            transactionHelper.flushSession();
        }
        if (loanAccountCashFlow != null && !loanAccountCashFlow.getMonthlyCashFlow().isEmpty()) {
            List<MonthlyCashFlowDetail> monthlyCashFlowDetails = new ArrayList<MonthlyCashFlowDetail>();
            for (MonthlyCashFlowDto monthlyCashFlow : loanAccountCashFlow.getMonthlyCashFlow()) {
                MonthlyCashFlowDetail monthlyCashFlowDetail = new MonthlyCashFlowDetail(monthlyCashFlow.getMonthDate(), monthlyCashFlow.getRevenue(), monthlyCashFlow.getExpenses(), monthlyCashFlow.getNotes());
                monthlyCashFlowDetails.add(monthlyCashFlowDetail);
            }
            org.mifos.platform.cashflow.service.CashFlowDetail cashFlowDetail = new org.mifos.platform.cashflow.service.CashFlowDetail(monthlyCashFlowDetails);
            cashFlowDetail.setTotalCapital(loanAccountCashFlow.getTotalCapital());
            cashFlowDetail.setTotalLiability(loanAccountCashFlow.getTotalLiability());
            cashFlowService.save(cashFlowDetail);
            transactionHelper.flushSession();
        }
        if (isBackdatedLoan) {
            // 3. auto approve loan
            String comment = "Automatic Status Update (Redo Loan)";
            LocalDate approvalDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate();
            loan.approve(createdBy, comment, approvalDate);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.approve(createdBy, comment, approvalDate);
            }
            // 4. disburse loan
            String receiptNumber = null;
            Date receiptDate = null;
            PaymentTypeEntity paymentType = new PaymentTypeEntity(PaymentTypes.CASH.getValue());
            if (loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId() != null) {
                paymentType = new PaymentTypeEntity(loanAccountInfo.getGroupLoanAccountDetails().getDisbursalPaymentTypeId());
            }
            Date paymentDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDate();
            AccountPaymentEntity disbursalPayment = new AccountPaymentEntity(loan, loan.getLoanAmount(), receiptNumber, receiptDate, paymentType, paymentDate);
            disbursalPayment.setCreatedByUser(createdBy);
            this.loanBusinessService.persistOriginalSchedule(loan);
            for (LoanBO memberLoan : memberLoans) {
                this.loanBusinessService.persistOriginalSchedule(memberLoan);
            }
            // refactoring of loan disbursal
            if (customer.isDisbursalPreventedDueToAnyExistingActiveLoansForTheSameProduct(loan.getLoanOffering())) {
                throw new BusinessRuleException("errors.cannotDisburseLoan.because.otherLoansAreActive");
            }
            try {
                loan.updateCustomer(customer);
                new ProductMixValidator().checkIfProductsOfferingCanCoexist(loan);
            } catch (ServiceException e1) {
                throw new AccountException(e1.getMessage());
            }
            loan.disburse(createdBy, disbursalPayment);
            for (LoanBO memberLoan : memberLoans) {
                memberLoan.disburse(createdBy, disbursalPayment);
            }
            customer.updatePerformanceHistoryOnDisbursement(loan, loan.getLoanAmount());
            // end of refactoring of loan disbural
            this.loanDao.save(loan);
            transactionHelper.flushSession();
            // 5. apply each payment
            for (LoanBO memberLoan : memberLoans) {
                Integer id = memberLoan.getCustomer().getCustomerId();
                List<LoanPaymentDto> payments = backdatedLoanPayments.get(id);
                for (LoanPaymentDto loanPayment : payments) {
                    Money amountPaidToDate = new Money(loan.getCurrency(), loanPayment.getAmount());
                    PaymentData paymentData = new PaymentData(amountPaidToDate, createdBy, loanPayment.getPaymentTypeId(), loanPayment.getPaymentDate().toDateMidnight().toDate());
                    memberLoan.applyPayment(paymentData);
                    loan.applyPayment(paymentData);
                    this.loanDao.save(memberLoan);
                    this.loanDao.save(loan);
                }
            }
        }
        transactionHelper.commitTransaction();
        return new LoanCreationResultDto(false, loan.getAccountId(), loan.getGlobalAccountNum());
    } catch (BusinessRuleException e) {
        this.transactionHelper.rollbackTransaction();
        throw new BusinessRuleException(e.getMessageKey(), e);
    } catch (Exception e) {
        this.transactionHelper.rollbackTransaction();
        throw new MifosRuntimeException(e);
    } finally {
        this.transactionHelper.closeSession();
    }
}
Also used : MonthlyCashFlowDto(org.mifos.dto.domain.MonthlyCashFlowDto) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) LocalDate(org.joda.time.LocalDate) DateTime(org.joda.time.DateTime) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) LoanPaymentDto(org.mifos.dto.domain.LoanPaymentDto) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) DateTimeService(org.mifos.framework.util.DateTimeService) PaymentData(org.mifos.accounts.util.helpers.PaymentData) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) QuestionGroupDetails(org.mifos.platform.questionnaire.service.QuestionGroupDetails) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) PaymentTypeEntity(org.mifos.application.master.business.PaymentTypeEntity) AccountException(org.mifos.accounts.exceptions.AccountException) ServiceException(org.mifos.framework.exceptions.ServiceException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) AccountPaymentEntity(org.mifos.accounts.business.AccountPaymentEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) AccountStateFlagEntity(org.mifos.accounts.business.AccountStateFlagEntity) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) InstallmentRange(org.mifos.accounts.productdefinition.business.InstallmentRange) AmountRange(org.mifos.accounts.productdefinition.business.AmountRange) CustomerBO(org.mifos.customers.business.CustomerBO) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) BigDecimal(java.math.BigDecimal) MonthlyCashFlowDetail(org.mifos.platform.cashflow.service.MonthlyCashFlowDetail) Date(java.util.Date) LocalDate(org.joda.time.LocalDate) MifosRuntimeException(org.mifos.core.MifosRuntimeException) AccountException(org.mifos.accounts.exceptions.AccountException) BusinessRuleException(org.mifos.service.BusinessRuleException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ServiceException(org.mifos.framework.exceptions.ServiceException) MeetingException(org.mifos.application.meeting.exceptions.MeetingException) MeetingDto(org.mifos.dto.domain.MeetingDto) ProductMixValidator(org.mifos.accounts.loan.struts.action.validate.ProductMixValidator) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanCreationResultDto(org.mifos.dto.screen.LoanCreationResultDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 10 with MeetingDto

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

the class GroupLoanAccountServiceFacadeWebTier method getGroupLoanScheduleDto.

@Override
public GroupLoanScheduleDto getGroupLoanScheduleDto(CreateGroupLoanAccount loanAccountInfo, List<CreateLoanAccount> memberDetails) {
    DateTime creationDate = new DateTime();
    // 0. verify member details for GLIM group accounts
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        if (creationDate.isBefore(new DateTime(member.getCreatedDate()))) {
            throw new BusinessRuleException("errors.cannotCreateLoan.because.clientsAreCreatedInFuture");
        }
    }
    // 1. assemble loan details
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(user.getBranchId());
    PersonnelBO createdBy = this.personnelDao.findPersonnelById(userContext.getId());
    CustomerBO customer = this.customerDao.findCustomerById(loanAccountInfo.getGroupLoanAccountDetails().getCustomerId());
    if (customer.isGroup()) {
        customer = this.customerDao.findGroupBySystemId(customer.getGlobalCustNum());
    }
    // assemble
    LoanAccountDetail loanAccountDetail = assembleLoanAccountDetail(loanAccountInfo);
    List<AccountFeesEntity> accountFeeEntities = assembleAccountFees(loanAccountInfo.getGroupLoanAccountDetails().getAccountFees());
    List<AccountPenaltiesEntity> accountPenaltyEntities = assembleAccountPenalties(loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties());
    LoanProductOverridenDetail overridenDetail = new LoanProductOverridenDetail(loanAccountDetail.getLoanAmount(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails().getInterestRate(), loanAccountInfo.getGroupLoanAccountDetails().getNumberOfInstallments(), loanAccountInfo.getGroupLoanAccountDetails().getGraceDuration(), accountFeeEntities, accountPenaltyEntities);
    Integer interestDays = Integer.valueOf(AccountingRules.getNumberOfInterestDays().intValue());
    boolean loanScheduleIndependentOfCustomerMeetingEnabled = loanAccountInfo.getGroupLoanAccountDetails().isRepaymentScheduleIndependentOfCustomerMeeting();
    LoanScheduleConfiguration configuration = new LoanScheduleConfiguration(loanScheduleIndependentOfCustomerMeetingEnabled, interestDays);
    MeetingBO repaymentDayMeeting = null;
    if (loanScheduleIndependentOfCustomerMeetingEnabled) {
        repaymentDayMeeting = this.createNewMeetingForRepaymentDay(loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loanAccountInfo.getGroupLoanAccountDetails(), loanAccountDetail.getCustomer());
    } else {
        MeetingDto customerMeetingDto = customer.getCustomerMeetingValue().toDto();
        repaymentDayMeeting = new MeetingFactory().create(customerMeetingDto);
        Short recurAfter = loanAccountDetail.getLoanProduct().getLoanOfferingMeeting().getMeeting().getRecurAfter();
        repaymentDayMeeting.getMeetingDetails().setRecurAfter(recurAfter);
    }
    List<DateTime> loanScheduleDates = new ArrayList<DateTime>();
    LoanSchedule loanSchedule = assembleLoanSchedule(loanAccountDetail.getCustomer(), loanAccountDetail.getLoanProduct(), overridenDetail, configuration, repaymentDayMeeting, userOffice, loanScheduleDates, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
    // 2. create loan
    InstallmentRange installmentRange = new MaxMinNoOfInstall(loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedNumberOfInstallments().shortValue(), loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedNumberOfInstallments().shortValue(), null);
    AmountRange amountRange = new MaxMinLoanAmount(loanAccountInfo.getGroupLoanAccountDetails().getMaxAllowedLoanAmount().doubleValue(), loanAccountInfo.getGroupLoanAccountDetails().getMinAllowedLoanAmount().doubleValue(), null);
    creationDate = loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate().toDateMidnight().toDateTime();
    CreationDetail creationDetail = new CreationDetail(creationDate, Integer.valueOf(user.getUserId()));
    LoanBO loan = LoanBO.openGroupLoanAccount(loanAccountDetail.getLoanProduct(), loanAccountDetail.getCustomer(), repaymentDayMeeting, loanSchedule, loanAccountDetail.getAccountState(), loanAccountDetail.getFund(), overridenDetail, configuration, installmentRange, amountRange, creationDetail, createdBy);
    loan.setBusinessActivityId(loanAccountInfo.getGroupLoanAccountDetails().getLoanPurposeId());
    loan.setExternalId(loanAccountInfo.getGroupLoanAccountDetails().getExternalId());
    loan.setCollateralNote(loanAccountInfo.getGroupLoanAccountDetails().getCollateralNotes());
    loan.setCollateralTypeId(loanAccountInfo.getGroupLoanAccountDetails().getCollateralTypeId());
    loan.markAsCreatedWithBackdatedPayments();
    //set up predefined loan account for importing loans
    if (loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber() != null) {
        loan.setGlobalAccountNum(loanAccountInfo.getGroupLoanAccountDetails().getPredefinedAccountNumber());
    }
    // for GLIM loans only
    List<CreateLoanAccount> individualMembersOfGroupLoan = new ArrayList<CreateLoanAccount>();
    List<BigDecimal> radio = new ArrayList<BigDecimal>(loan.getNoOfInstallments());
    List<LoanProductOverridenDetail> memberOverridenDetails = new ArrayList<LoanProductOverridenDetail>();
    List<LoanSchedule> memberLoanSchedules = new ArrayList<LoanSchedule>();
    List<ClientBO> clients = new ArrayList<ClientBO>();
    for (CreateLoanAccount groupMemberAccount : memberDetails) {
        ClientBO member = this.customerDao.findClientById(groupMemberAccount.getCustomerId());
        Money loanAmount = new Money(loanAccountDetail.getLoanProduct().getCurrency(), groupMemberAccount.getLoanAmount());
        List<CreateAccountPenaltyDto> defaultAccountPenalties = new ArrayList<CreateAccountPenaltyDto>();
        radio.add(loanAmount.divide(loan.getLoanAmount()));
        int memberCount = memberDetails.size();
        for (CreateAccountPenaltyDto createAccountPenaltyDto : loanAccountInfo.getGroupLoanAccountDetails().getAccountPenalties()) {
            Integer penaltyId = createAccountPenaltyDto.getPenaltyId();
            String amount = createAccountPenaltyDto.getAmount();
            PenaltyBO penaltyBO = this.penaltyDao.findPenaltyById(penaltyId.shortValue());
            if (penaltyBO instanceof AmountPenaltyBO) {
                amount = String.valueOf(Double.valueOf(createAccountPenaltyDto.getAmount()) / memberCount);
            }
            defaultAccountPenalties.add(new CreateAccountPenaltyDto(penaltyId, amount));
        }
        List<AccountFeesEntity> feeEntities = assembleAccountFees(groupMemberAccount.getAccountFees());
        List<AccountPenaltiesEntity> penaltyEntities = assembleAccountPenalties(defaultAccountPenalties);
        LoanProductOverridenDetail memberOverridenDetail = new LoanProductOverridenDetail(loanAmount, feeEntities, overridenDetail, penaltyEntities);
        LoanSchedule memberSchedule = assembleLoanSchedule(member, loanAccountDetail.getLoanProduct(), memberOverridenDetail, configuration, repaymentDayMeeting, userOffice, new ArrayList<DateTime>(), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), new ArrayList<Number>());
        memberOverridenDetails.add(memberOverridenDetail);
        memberLoanSchedules.add(memberSchedule);
        clients.add(member);
        individualMembersOfGroupLoan.add(groupMemberAccount);
    }
    //for original schedule persisting
    List<LoanBO> memberLoans = new ArrayList<LoanBO>();
    int index = 0;
    for (CreateLoanAccount groupMemberAccount : individualMembersOfGroupLoan) {
        LoanBO memberLoan = LoanBO.openGroupLoanForAccount(loan, loanAccountDetail.getLoanProduct(), clients.get(index), repaymentDayMeeting, memberLoanSchedules.get(index), memberOverridenDetails.get(index), configuration, installmentRange, amountRange, creationDetail, createdBy, Boolean.TRUE);
        if (groupMemberAccount.getLoanPurposeId() > 0) {
            memberLoan.setBusinessActivityId(groupMemberAccount.getLoanPurposeId());
        }
        memberLoan.markAsCreatedWithBackdatedPayments();
        memberLoans.add(memberLoan);
        index++;
    }
    // update loan schedule for Group Loan Account
    loanSchedule = this.loanScheduleService.generateGroupLoanSchedule(loanAccountDetail.getLoanProduct(), repaymentDayMeeting, loanSchedule, memberLoanSchedules, loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), overridenDetail, configuration, userOffice.getOfficeId(), loanAccountDetail.getCustomer(), accountFeeEntities);
    fixMemberAndParentInstallmentDetails(loan, memberLoans);
    // translate schedules to dto form
    Map<Integer, LoanScheduleEntity> parentScheduleEntities = loan.getLoanScheduleEntityMap();
    List<LoanCreationInstallmentDto> parentInstallments = new ArrayList<LoanCreationInstallmentDto>();
    Map<Integer, List<LoanCreationInstallmentDto>> memberInstallments = new HashMap<Integer, List<LoanCreationInstallmentDto>>();
    for (CreateLoanAccount member : memberDetails) {
        memberInstallments.put(member.getCustomerId(), new ArrayList<LoanCreationInstallmentDto>());
    }
    Short digitsAfterDecimal = AccountingRules.getDigitsAfterDecimal();
    for (Integer installmentId : parentScheduleEntities.keySet()) {
        LoanScheduleEntity loanScheduleEntity = parentScheduleEntities.get(installmentId);
        parentInstallments.add(loanScheduleEntity.toLoanCreationInstallmentDto(digitsAfterDecimal));
        for (LoanBO memberLoan : memberLoans) {
            LoanScheduleEntity memberLoanScheduleEntity = memberLoan.getLoanScheduleEntityMap().get(installmentId);
            memberInstallments.get(memberLoan.getCustomer().getCustomerId()).add(memberLoanScheduleEntity.toLoanCreationInstallmentDto(digitsAfterDecimal));
        }
    }
    GroupLoanScheduleDto groupScheduleDto = new GroupLoanScheduleDto(customer.getDisplayName(), Double.valueOf(loan.getLoanAmount().getAmountDoubleValue()), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loan.getGraceType().getValue().intValue(), parentInstallments);
    groupScheduleDto.setMemberSchedules(new HashMap<Integer, LoanScheduleDto>());
    for (LoanBO memberLoan : memberLoans) {
        Integer id = memberLoan.getCustomer().getCustomerId();
        LoanScheduleDto memberScheduleDto = new LoanScheduleDto(memberLoan.getCustomer().getDisplayName(), Double.valueOf(memberLoan.getLoanAmount().getAmountDoubleValue()), loanAccountInfo.getGroupLoanAccountDetails().getDisbursementDate(), loan.getGraceType().getValue().intValue(), memberInstallments.get(id));
        groupScheduleDto.getMemberSchedules().put(id, memberScheduleDto);
    }
    return groupScheduleDto;
}
Also used : HashMap(java.util.HashMap) MeetingBO(org.mifos.application.meeting.business.MeetingBO) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) MeetingFactory(org.mifos.application.meeting.business.MeetingFactory) DateTime(org.joda.time.DateTime) CreateLoanAccount(org.mifos.clientportfolio.newloan.applicationservice.CreateLoanAccount) OfficeBO(org.mifos.customers.office.business.OfficeBO) PersonnelBO(org.mifos.customers.personnel.business.PersonnelBO) ArrayList(java.util.ArrayList) List(java.util.List) AccountFeesEntity(org.mifos.accounts.business.AccountFeesEntity) PenaltyBO(org.mifos.accounts.penalties.business.PenaltyBO) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) LoanSchedule(org.mifos.clientportfolio.newloan.domain.LoanSchedule) LoanBO(org.mifos.accounts.loan.business.LoanBO) LoanScheduleDto(org.mifos.dto.screen.LoanScheduleDto) GroupLoanScheduleDto(org.mifos.dto.screen.GroupLoanScheduleDto) LoanAccountDetail(org.mifos.clientportfolio.newloan.domain.LoanAccountDetail) MaxMinLoanAmount(org.mifos.accounts.loan.business.MaxMinLoanAmount) LoanProductOverridenDetail(org.mifos.clientportfolio.newloan.domain.LoanProductOverridenDetail) LoanScheduleEntity(org.mifos.accounts.loan.business.LoanScheduleEntity) AccountPenaltiesEntity(org.mifos.accounts.business.AccountPenaltiesEntity) LoanScheduleConfiguration(org.mifos.clientportfolio.newloan.domain.LoanScheduleConfiguration) Money(org.mifos.framework.util.helpers.Money) BusinessRuleException(org.mifos.service.BusinessRuleException) CreateAccountPenaltyDto(org.mifos.dto.domain.CreateAccountPenaltyDto) InstallmentRange(org.mifos.accounts.productdefinition.business.InstallmentRange) AmountRange(org.mifos.accounts.productdefinition.business.AmountRange) CustomerBO(org.mifos.customers.business.CustomerBO) UserContext(org.mifos.security.util.UserContext) MifosUser(org.mifos.security.MifosUser) CreationDetail(org.mifos.clientportfolio.newloan.domain.CreationDetail) LoanCreationInstallmentDto(org.mifos.dto.domain.LoanCreationInstallmentDto) BigDecimal(java.math.BigDecimal) MeetingDto(org.mifos.dto.domain.MeetingDto) MaxMinNoOfInstall(org.mifos.accounts.loan.business.MaxMinNoOfInstall) AmountPenaltyBO(org.mifos.accounts.penalties.business.AmountPenaltyBO) GroupLoanScheduleDto(org.mifos.dto.screen.GroupLoanScheduleDto)

Aggregations

MeetingDto (org.mifos.dto.domain.MeetingDto)19 MeetingBO (org.mifos.application.meeting.business.MeetingBO)16 ArrayList (java.util.ArrayList)15 LocalDate (org.joda.time.LocalDate)12 DateTime (org.joda.time.DateTime)10 PersonnelBO (org.mifos.customers.personnel.business.PersonnelBO)10 AddressDto (org.mifos.dto.domain.AddressDto)10 CustomerBO (org.mifos.customers.business.CustomerBO)8 CustomerDetailsDto (org.mifos.dto.domain.CustomerDetailsDto)8 OfficeBO (org.mifos.customers.office.business.OfficeBO)7 ApplicableAccountFeeDto (org.mifos.dto.domain.ApplicableAccountFeeDto)7 ClientBO (org.mifos.customers.client.business.ClientBO)6 BusinessRuleException (org.mifos.service.BusinessRuleException)6 Date (java.util.Date)5 AccountFeesEntity (org.mifos.accounts.business.AccountFeesEntity)5 MeetingFactory (org.mifos.application.meeting.business.MeetingFactory)5 ClientCreationDetail (org.mifos.dto.domain.ClientCreationDetail)5 CreateAccountPenaltyDto (org.mifos.dto.domain.CreateAccountPenaltyDto)5 ClientNameDetailDto (org.mifos.dto.screen.ClientNameDetailDto)5 UserContext (org.mifos.security.util.UserContext)5