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Example 6 with SavingsDetailDto

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

the class ClientCustActionStrutsTest method testCreateSuccessWithAssociatedSavingsOfferings.

@Test
public void testCreateSuccessWithAssociatedSavingsOfferings() throws Exception {
    SecurityContext securityContext = new SecurityContextImpl();
    MifosUser principal = new MifosUserBuilder().nonLoanOfficer().withAdminRole().build();
    Authentication authentication = new TestingAuthenticationToken(principal, principal);
    securityContext.setAuthentication(authentication);
    SecurityContextHolder.setContext(securityContext);
    savingsOffering1 = TestObjectFactory.createSavingsProduct("savingsPrd1", "s1", SavingsType.MANDATORY, ApplicableTo.CLIENTS, new Date(System.currentTimeMillis()));
    List<FeeDto> feesToRemove = getFees(RecurrenceType.WEEKLY);
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "load");
    addRequestParameter("officeId", "3");
    addRequestParameter("groupFlag", "0");
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    flowKey = (String) request.getAttribute(Constants.CURRENTFLOWKEY);
    List<BusinessActivityEntity> povertyStatus = (List<BusinessActivityEntity>) SessionUtils.getAttribute(ClientConstants.POVERTY_STATUS, request);
    List<CustomFieldDto> customFieldDefs = getCustomFieldFromSession();
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "next");
    addRequestParameter("officeId", "3");
    addRequestParameter("clientName.salutation", "1");
    addRequestParameter("clientName.firstName", "Client");
    addRequestParameter("clientName.lastName", "LastName");
    addRequestParameter("spouseName.firstName", "Spouse");
    addRequestParameter("spouseName.lastName", "LastName");
    addRequestParameter("spouseName.nameType", "1");
    addRequestDateParameter("dateOfBirth", "20/3/1987");
    addRequestParameter("clientDetailView.gender", "1");
    addRequestParameter("input", "personalInfo");
    addRequestParameter("customerDetail.povertyStatus", povertyStatus.get(0).getId().toString());
    int i = 0;
    for (CustomFieldDto customFieldDef : customFieldDefs) {
        addRequestParameter("customField[" + i + "].fieldId", customFieldDef.getFieldId().toString());
        addRequestParameter("customField[" + i + "].fieldValue", "Req");
        i++;
    }
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    List<SavingsDetailDto> savingsOfferingList = getSavingsOfferingsFromSession();
    SavingsDetailDto savingsOffering = savingsOfferingList.get(0);
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "preview");
    addRequestParameter("input", "mfiInfo");
    addRequestParameter("loanOfficerId", "1");
    addRequestParameter("formedByPersonnel", "1");
    addRequestParameter("savingsOffering[0]", savingsOffering.getPrdOfferingId().toString());
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    verifyNoActionErrors();
    verifyNoActionMessages();
    verifyForward(ActionForwards.preview_success.toString());
    MeetingBO weeklyMeeting = new MeetingBuilder().weekly().every(1).occuringOnA(WeekDay.WEDNESDAY).build();
    SessionUtils.setAttribute(CustomerConstants.CUSTOMER_MEETING, weeklyMeeting, request);
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "create");
    addRequestParameter("input", "create");
    addRequestParameter("status", "1");
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    verifyNoActionErrors();
    verifyNoActionMessages();
    verifyForward(ActionForwards.create_success.toString());
    ClientCustActionForm actionForm = (ClientCustActionForm) request.getSession().getAttribute("clientCustActionForm");
    client = TestObjectFactory.getClient(actionForm.getCustomerIdAsInt());
    Assert.assertNotNull(client);
    Assert.assertNotNull(client.getOfferingsAssociatedInCreate());
    Assert.assertEquals(1, client.getOfferingsAssociatedInCreate().size());
    for (ClientInitialSavingsOfferingEntity offering : client.getOfferingsAssociatedInCreate()) {
        Assert.assertEquals(savingsOffering1.getPrdOfferingId(), offering.getSavingsOffering().getPrdOfferingId());
        Assert.assertTrue(true);
    }
    removeFees(feesToRemove);
    savingsOffering1 = (SavingsOfferingBO) TestObjectFactory.getObject(SavingsOfferingBO.class, savingsOffering.getPrdOfferingId());
}
Also used : ClientCustActionForm(org.mifos.customers.client.struts.actionforms.ClientCustActionForm) BusinessActivityEntity(org.mifos.application.master.business.BusinessActivityEntity) SavingsDetailDto(org.mifos.dto.domain.SavingsDetailDto) SecurityContextImpl(org.springframework.security.core.context.SecurityContextImpl) MeetingBO(org.mifos.application.meeting.business.MeetingBO) CustomFieldDto(org.mifos.dto.domain.CustomFieldDto) ApplicableAccountFeeDto(org.mifos.dto.domain.ApplicableAccountFeeDto) FeeDto(org.mifos.accounts.fees.business.FeeDto) MifosUser(org.mifos.security.MifosUser) MifosUserBuilder(org.mifos.builders.MifosUserBuilder) TestingAuthenticationToken(org.springframework.security.authentication.TestingAuthenticationToken) ClientInitialSavingsOfferingEntity(org.mifos.customers.client.business.ClientInitialSavingsOfferingEntity) Date(java.util.Date) Authentication(org.springframework.security.core.Authentication) SecurityContext(org.springframework.security.core.context.SecurityContext) List(java.util.List) ArrayList(java.util.ArrayList) MeetingBuilder(org.mifos.domain.builders.MeetingBuilder) Test(org.junit.Test)

Example 7 with SavingsDetailDto

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

the class ClientCustActionStrutsTest method testLoadWithGroupHavingNoLoanOfficer.

@Test
public void testLoadWithGroupHavingNoLoanOfficer() throws Exception {
    createParentGroup(CustomerStatus.GROUP_PARTIAL, null);
    savingsOffering1 = TestObjectFactory.createSavingsProduct("savingsoffering1", "s1", SavingsType.MANDATORY, ApplicableTo.CLIENTS, new Date(System.currentTimeMillis()));
    setRequestPathInfo("/clientCustAction.do");
    addRequestParameter("method", "load");
    addRequestParameter("officeId", "3");
    addRequestParameter("parentGroupId", group.getCustomerId().toString());
    addRequestParameter("groupFlag", "1");
    addRequestParameter(Constants.CURRENTFLOWKEY, flowKey);
    actionPerform();
    verifyNoActionErrors();
    verifyNoActionMessages();
    verifyForward(ActionForwards.load_success.toString());
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.SALUTATION_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.MARITAL_STATUS_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.CITIZENSHIP_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.BUSINESS_ACTIVITIES_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.EDUCATION_LEVEL_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.GENDER_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.SPOUSE_FATHER_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.HANDICAPPED_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(ClientConstants.ETHNICITY_ENTITY, request));
    Assert.assertNotNull(SessionUtils.getAttribute(CustomerConstants.CUSTOM_FIELDS_LIST, request));
    Assert.assertNotNull(SessionUtils.getAttribute(CustomerConstants.FORMEDBY_LOAN_OFFICER_LIST, request));
    List<BusinessActivityEntity> povertyStatusList = (List<BusinessActivityEntity>) SessionUtils.getAttribute(ClientConstants.POVERTY_STATUS, request);
    Assert.assertNotNull(povertyStatusList);
    List<SavingsDetailDto> savingsOfferingList = getSavingsOfferingsFromSession();
    Assert.assertNotNull(savingsOfferingList);
    Assert.assertEquals(1, savingsOfferingList.size());
    ClientCustActionForm actionForm = (ClientCustActionForm) request.getSession().getAttribute("clientCustActionForm");
    Assert.assertNull(actionForm.getFormedByPersonnelValue());
    group = (GroupBO) StaticHibernateUtil.getSessionTL().get(GroupBO.class, group.getCustomerId());
    StaticHibernateUtil.flushAndClearSession();
}
Also used : ClientCustActionForm(org.mifos.customers.client.struts.actionforms.ClientCustActionForm) BusinessActivityEntity(org.mifos.application.master.business.BusinessActivityEntity) SavingsDetailDto(org.mifos.dto.domain.SavingsDetailDto) List(java.util.List) ArrayList(java.util.ArrayList) Date(java.util.Date) Test(org.junit.Test)

Example 8 with SavingsDetailDto

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

the class FundTransferController method populateFormBean.

public void populateFormBean(FundTransferFormBean formBean, String sourceAccGlobalNum, String targetAccGlobalNum) {
    if (!formBean.isAfterInit()) {
        SavingsDetailDto sourceAcc = this.savingsServiceFacade.retrieveSavingsDetail(sourceAccGlobalNum);
        SavingsDetailDto targetAcc = this.savingsServiceFacade.retrieveSavingsDetail(targetAccGlobalNum);
        formBean.setSourceBalance(new BigDecimal(sourceAcc.getSavingsBalance()));
        formBean.setTargetBalance(new BigDecimal(targetAcc.getSavingsBalance()));
        formBean.setSourceGlobalAccNum(sourceAccGlobalNum);
        formBean.setTargetGlobalAccNum(targetAccGlobalNum);
        formBean.setTrxnDate(new LocalDate());
        formBean.setAmount(null);
        formBean.setReceiptId(null);
        formBean.setReceiptDate(null);
        formBean.setAfterInit(true);
    }
}
Also used : SavingsDetailDto(org.mifos.dto.domain.SavingsDetailDto) LocalDate(org.joda.time.LocalDate) BigDecimal(java.math.BigDecimal)

Example 9 with SavingsDetailDto

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

the class ClientServiceFacadeWebTier method getClientInformationDto.

@Override
public ClientInformationDto getClientInformationDto(String globalCustNum) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    ClientBO client = customerDao.findClientBySystemId(globalCustNum);
    if (client == null) {
        throw new MifosRuntimeException("Client not found for globalCustNum, levelId: " + globalCustNum);
    }
    try {
        personnelDao.checkAccessPermission(userContext, client.getOfficeId(), client.getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    ClientDisplayDto clientDisplay = this.customerDao.getClientDisplayDto(client.getCustomerId(), userContext);
    Integer clientId = client.getCustomerId();
    CustomerAccountSummaryDto customerAccountSummary = this.customerDao.getCustomerAccountSummaryDto(clientId);
    ClientPerformanceHistoryDto clientPerformanceHistory = assembleClientPerformanceHistoryDto(client.getClientPerformanceHistory(), clientId);
    CustomerAddressDto clientAddress = this.customerDao.getCustomerAddressDto(client);
    List<CustomerNoteDto> recentCustomerNotes = customerDao.getRecentCustomerNoteDto(clientId);
    List<CustomerFlagDto> customerFlags = customerDao.getCustomerFlagDto(client.getCustomerFlags());
    List<LoanDetailDto> loanDetail = customerDao.getLoanDetailDto(client.getOpenLoanAccounts());
    List<LoanDetailDto> groupLoanDetail = customerDao.getLoanDetailDto(client.getOpenGroupLoanAccounts());
    List<SavingsDetailDto> savingsDetail = customerDao.getSavingsDetailDto(clientId, userContext);
    CustomerMeetingDto customerMeeting = customerDao.getCustomerMeetingDto(client.getCustomerMeeting(), userContext);
    List<AccountBO> allClosedLoanAndSavingsAccounts = customerDao.retrieveAllClosedLoanAndSavingsAccounts(clientId);
    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 = Boolean.FALSE;
    //        Boolean activeSurveys = new SurveysPersistence().isActiveSurveysForSurveyType(SurveyType.CLIENT);
    List<SurveyDto> customerSurveys = new ArrayList<SurveyDto>();
    List<LoanDetailDto> guarantedLoanAccounts = new ArrayList<LoanDetailDto>();
    try {
        List<GuarantyEntity> guaranties = legacyAccountDao.getGuarantyByGurantorId(clientId);
        if (guaranties != null && guaranties.size() > 0) {
            for (GuarantyEntity guaranty : guaranties) {
                if (guaranty != null && guaranty.getState() != null && guaranty.getState()) {
                    LoanBO loan = loanDao.findById(guaranty.getLoanId());
                    guarantedLoanAccounts.add(new LoanDetailDto(loan.getGlobalAccountNum(), loan.getLoanOffering().getPrdOfferingName(), loan.getAccountState().getId(), loan.getAccountState().getName(), loan.getLoanSummary().getOutstandingBalance().toString(), loan.getTotalAmountDue().toString(), loan.getAccountType().getAccountTypeId(), loan.getTotalAmountInArrears().toString()));
                }
            }
        }
    } catch (PersistenceException e) {
        throw new MifosRuntimeException("Can not get guaranted loan accounts", e);
    }
    return new ClientInformationDto(clientDisplay, customerAccountSummary, clientPerformanceHistory, clientAddress, recentCustomerNotes, customerFlags, loanDetail, groupLoanDetail, savingsDetail, customerMeeting, activeSurveys, customerSurveys, closedLoanAccounts, closedSavingsAccounts, guarantedLoanAccounts);
}
Also used : CustomerAccountSummaryDto(org.mifos.dto.domain.CustomerAccountSummaryDto) SurveyDto(org.mifos.dto.domain.SurveyDto) ClientBO(org.mifos.customers.client.business.ClientBO) ArrayList(java.util.ArrayList) CustomerAddressDto(org.mifos.dto.domain.CustomerAddressDto) GuarantyEntity(org.mifos.accounts.loan.business.GuarantyEntity) AccountBO(org.mifos.accounts.business.AccountBO) CustomerMeetingDto(org.mifos.dto.domain.CustomerMeetingDto) CustomerNoteDto(org.mifos.dto.domain.CustomerNoteDto) ClientPerformanceHistoryDto(org.mifos.dto.screen.ClientPerformanceHistoryDto) SavingsDetailDto(org.mifos.dto.domain.SavingsDetailDto) ClientDisplayDto(org.mifos.dto.screen.ClientDisplayDto) UserContext(org.mifos.security.util.UserContext) LoanDetailDto(org.mifos.dto.domain.LoanDetailDto) LoanBO(org.mifos.accounts.loan.business.LoanBO) MifosUser(org.mifos.security.MifosUser) CustomerFlagDto(org.mifos.dto.domain.CustomerFlagDto) AccountException(org.mifos.accounts.exceptions.AccountException) PersistenceException(org.mifos.framework.exceptions.PersistenceException) ClientInformationDto(org.mifos.dto.screen.ClientInformationDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Example 10 with SavingsDetailDto

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

the class CenterServiceFacadeWebTier method getCenterInformationDto.

@Override
public CenterInformationDto getCenterInformationDto(String globalCustNum) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    CenterBO center = customerDao.findCenterBySystemId(globalCustNum);
    if (center == null) {
        throw new MifosRuntimeException("Center not found for globalCustNum" + globalCustNum);
    }
    try {
        personnelDao.checkAccessPermission(userContext, center.getOfficeId(), center.getLoanOfficerId());
    } catch (AccountException e) {
        throw new MifosRuntimeException("Access denied!", e);
    }
    CenterDisplayDto centerDisplay = customerDao.getCenterDisplayDto(center.getCustomerId(), userContext);
    Integer centerId = center.getCustomerId();
    String searchId = center.getSearchId();
    Short branchId = centerDisplay.getBranchId();
    CustomerAccountSummaryDto customerAccountSummary = customerDao.getCustomerAccountSummaryDto(centerId);
    CenterPerformanceHistoryDto centerPerformanceHistory = customerDao.getCenterPerformanceHistory(searchId, branchId);
    CustomerAddressDto centerAddress = customerDao.getCustomerAddressDto(center);
    List<CustomerDetailDto> groups = customerDao.getGroupsOtherThanClosedAndCancelledForGroup(searchId, branchId);
    List<CustomerNoteDto> recentCustomerNotes = customerDao.getRecentCustomerNoteDto(centerId);
    List<CustomerPositionOtherDto> customerPositions = customerDao.getCustomerPositionDto(centerId, userContext);
    List<SavingsDetailDto> savingsDetail = customerDao.getSavingsDetailDto(centerId, userContext);
    CustomerMeetingDto customerMeeting = customerDao.getCustomerMeetingDto(center.getCustomerMeeting(), userContext);
    List<AccountBO> allClosedLoanAndSavingsAccounts = customerDao.retrieveAllClosedLoanAndSavingsAccounts(centerId);
    List<SavingsDetailDto> closedSavingsAccounts = new ArrayList<SavingsDetailDto>();
    for (AccountBO closedAccount : allClosedLoanAndSavingsAccounts) {
        if (closedAccount.getAccountType().getAccountTypeId() == AccountTypes.SAVINGS_ACCOUNT.getValue().intValue()) {
            closedSavingsAccounts.add(new SavingsDetailDto(closedAccount.getGlobalAccountNum(), ((SavingsBO) closedAccount).getSavingsOffering().getPrdOfferingName(), closedAccount.getAccountState().getId(), closedAccount.getAccountState().getName(), ((SavingsBO) closedAccount).getSavingsBalance().toString()));
        }
    }
    //new SurveysPersistence().isActiveSurveysForSurveyType(SurveyType.CENTER);
    Boolean activeSurveys = Boolean.FALSE;
    List<SurveyDto> customerSurveys = new ArrayList<SurveyDto>();
    List<CustomFieldDto> customFields = new ArrayList<CustomFieldDto>();
    return new CenterInformationDto(centerDisplay, customerAccountSummary, centerPerformanceHistory, centerAddress, groups, recentCustomerNotes, customerPositions, savingsDetail, customerMeeting, activeSurveys, customerSurveys, customFields, closedSavingsAccounts);
}
Also used : CustomerAccountSummaryDto(org.mifos.dto.domain.CustomerAccountSummaryDto) SurveyDto(org.mifos.dto.domain.SurveyDto) ArrayList(java.util.ArrayList) CenterBO(org.mifos.customers.center.business.CenterBO) CustomerAddressDto(org.mifos.dto.domain.CustomerAddressDto) CenterPerformanceHistoryDto(org.mifos.dto.domain.CenterPerformanceHistoryDto) AccountBO(org.mifos.accounts.business.AccountBO) CustomerAccountBO(org.mifos.customers.business.CustomerAccountBO) CustomerMeetingDto(org.mifos.dto.domain.CustomerMeetingDto) CustomerNoteDto(org.mifos.dto.domain.CustomerNoteDto) CustomerDetailDto(org.mifos.dto.domain.CustomerDetailDto) CustomerPositionOtherDto(org.mifos.dto.domain.CustomerPositionOtherDto) CenterInformationDto(org.mifos.dto.domain.CenterInformationDto) SavingsDetailDto(org.mifos.dto.domain.SavingsDetailDto) UserContext(org.mifos.security.util.UserContext) CustomFieldDto(org.mifos.dto.domain.CustomFieldDto) MifosUser(org.mifos.security.MifosUser) AccountException(org.mifos.accounts.exceptions.AccountException) CenterDisplayDto(org.mifos.dto.domain.CenterDisplayDto) MifosRuntimeException(org.mifos.core.MifosRuntimeException)

Aggregations

SavingsDetailDto (org.mifos.dto.domain.SavingsDetailDto)20 ArrayList (java.util.ArrayList)17 MeetingBO (org.mifos.application.meeting.business.MeetingBO)8 MifosRuntimeException (org.mifos.core.MifosRuntimeException)8 List (java.util.List)7 MifosUser (org.mifos.security.MifosUser)7 Date (java.util.Date)6 UserContext (org.mifos.security.util.UserContext)6 Test (org.junit.Test)5 AccountBO (org.mifos.accounts.business.AccountBO)5 AccountException (org.mifos.accounts.exceptions.AccountException)5 CustomFieldDto (org.mifos.dto.domain.CustomFieldDto)5 LocalDate (org.joda.time.LocalDate)4 BusinessActivityEntity (org.mifos.application.master.business.BusinessActivityEntity)4 AddressDto (org.mifos.dto.domain.AddressDto)4 CustomerAddressDto (org.mifos.dto.domain.CustomerAddressDto)4 CustomerDetailsDto (org.mifos.dto.domain.CustomerDetailsDto)4 CustomerMeetingDto (org.mifos.dto.domain.CustomerMeetingDto)4 MeetingDto (org.mifos.dto.domain.MeetingDto)4 ClientNameDetailDto (org.mifos.dto.screen.ClientNameDetailDto)4