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

Example 11 with SavingsDetailDto

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

the class CustomerDaoHibernate method retrieveSavingOfferingsApplicableToClient.

@SuppressWarnings("unchecked")
@Override
public List<SavingsDetailDto> retrieveSavingOfferingsApplicableToClient() {
    List<SavingsDetailDto> savingDetails = new ArrayList<SavingsDetailDto>();
    Map<String, Object> queryParameters = new HashMap<String, Object>();
    queryParameters.put("prdApplicableTo", ApplicableTo.CLIENTS.getValue());
    List<SavingsOfferingBO> savingOfferings = (List<SavingsOfferingBO>) this.genericDao.executeNamedQuery(NamedQueryConstants.GET_ACTIVE_OFFERINGS_FOR_CUSTOMER, queryParameters);
    for (SavingsOfferingBO savingsOffering : savingOfferings) {
        SavingsDetailDto savingsDetailsWithOnlyPrdOfferingName = SavingsDetailDto.create(savingsOffering.getPrdOfferingId(), savingsOffering.getPrdOfferingName());
        savingDetails.add(savingsDetailsWithOnlyPrdOfferingName);
    }
    return savingDetails;
}

Example 12 with SavingsDetailDto

use of org.mifos.dto.domain.SavingsDetailDto 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 13 with SavingsDetailDto

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

the class ClientServiceFacadeWebTier method retrieveClientFormCreationData.

@Override
public ClientFormCreationDto retrieveClientFormCreationData(Short groupFlag, Short officeId, String parentGroupId) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    List<PersonnelDto> personnelList = new ArrayList<PersonnelDto>();
    MeetingBO parentCustomerMeeting = null;
    Short formedByPersonnelId = null;
    String formedByPersonnelName = "";
    String centerDisplayName = "";
    String groupDisplayName = "";
    String officeName = "";
    List<FeeBO> fees = new ArrayList<FeeBO>();
    Short applicableOfficeId = officeId;
    if (YesNoFlag.YES.getValue().equals(groupFlag)) {
        Integer parentCustomerId = Integer.valueOf(parentGroupId);
        CustomerBO parentCustomer = this.customerDao.findCustomerById(parentCustomerId);
        groupDisplayName = parentCustomer.getDisplayName();
        if (parentCustomer.getPersonnel() != null) {
            formedByPersonnelId = parentCustomer.getPersonnel().getPersonnelId();
            formedByPersonnelName = parentCustomer.getPersonnel().getDisplayName();
        }
        if (parentCustomer.getParentCustomer() != null) {
            centerDisplayName = parentCustomer.getParentCustomer().getDisplayName();
        }
        applicableOfficeId = parentCustomer.getOffice().getOfficeId();
        officeName = parentCustomer.getOffice().getOfficeName();
        if (parentCustomer.getCustomerMeeting() != null) {
            parentCustomerMeeting = parentCustomer.getCustomerMeetingValue();
            fees = this.customerDao.retrieveFeesApplicableToClientsRefinedBy(parentCustomer.getCustomerMeetingValue());
        } else {
            fees = this.customerDao.retrieveFeesApplicableToClients();
        }
    } else if (YesNoFlag.NO.getValue().equals(groupFlag)) {
        CenterCreation centerCreation = new CenterCreation(applicableOfficeId, userContext.getId(), userContext.getLevelId(), userContext.getPreferredLocale());
        personnelList = this.personnelDao.findActiveLoanOfficersForOffice(centerCreation);
        fees = this.customerDao.retrieveFeesApplicableToClients();
    }
    CustomerApplicableFeesDto applicableFees = CustomerApplicableFeesDto.toDto(fees, userContext);
    List<ApplicableAccountFeeDto> defaultFees = new ArrayList<ApplicableAccountFeeDto>();
    for (FeeDto fee : applicableFees.getDefaultFees()) {
        defaultFees.add(new ApplicableAccountFeeDto(fee.getFeeIdValue().intValue(), fee.getFeeName(), fee.getAmount(), fee.isRemoved(), fee.isWeekly(), fee.isMonthly(), fee.isPeriodic(), fee.getFeeSchedule()));
    }
    List<ApplicableAccountFeeDto> additionalFees = new ArrayList<ApplicableAccountFeeDto>();
    for (FeeDto fee : applicableFees.getAdditionalFees()) {
        additionalFees.add(new ApplicableAccountFeeDto(fee.getFeeIdValue().intValue(), fee.getFeeName(), fee.getAmount(), fee.isRemoved(), fee.isWeekly(), fee.isMonthly(), fee.isPeriodic(), fee.getFeeSchedule()));
    }
    List<SavingsDetailDto> savingsOfferings = this.customerDao.retrieveSavingOfferingsApplicableToClient();
    ClientRulesDto clientRules = retrieveClientRules();
    ClientDropdownsDto clientDropdowns = retrieveClientDropdownData();
    List<PersonnelDto> formedByPersonnel = this.customerDao.findLoanOfficerThatFormedOffice(applicableOfficeId);
    MeetingDto parentMeeting = null;
    if (parentCustomerMeeting != null) {
        parentMeeting = parentCustomerMeeting.toDto();
    }
    return new ClientFormCreationDto(clientDropdowns, clientRules, applicableOfficeId, officeName, formedByPersonnelId, formedByPersonnelName, personnelList, formedByPersonnel, savingsOfferings, parentMeeting, centerDisplayName, groupDisplayName, additionalFees, defaultFees);
}

Example 14 with SavingsDetailDto

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

the class ClientServiceFacadeWebTier method createNewClient.

@Override
public CustomerDetailsDto createNewClient(ClientCreationDetail clientCreationDetail, MeetingDto meetingDto, List<SavingsDetailDto> allowedSavingProducts) {
    MifosUser user = (MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
    UserContext userContext = toUserContext(user);
    OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
    userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
    try {
        ClientBO client = null;
        List<AccountFeesEntity> feesForCustomerAccount = convertFeeViewsToAccountFeeEntities(clientCreationDetail.getFeesToApply());
        List<SavingsOfferingBO> selectedOfferings = new ArrayList<SavingsOfferingBO>();
        for (Short productId : clientCreationDetail.getSelectedSavingProducts()) {
            if (productId != null) {
                for (SavingsDetailDto savingsOffering : allowedSavingProducts) {
                    if (productId.equals(savingsOffering.getPrdOfferingId())) {
                        SavingsOfferingBO savingsProduct = savingsProductDao.findById(productId.intValue());
                        selectedOfferings.add(savingsProduct);
                    }
                }
            }
        }
        List<ClientInitialSavingsOfferingEntity> offeringsAssociatedInCreate = new ArrayList<ClientInitialSavingsOfferingEntity>();
        for (SavingsOfferingBO offering : selectedOfferings) {
            offeringsAssociatedInCreate.add(new ClientInitialSavingsOfferingEntity(null, offering));
        }
        Short personnelId = null;
        Short officeId = null;
        ClientNameDetailDto spouseNameDetailView = null;
        if (ClientRules.isFamilyDetailsRequired()) {
        //                actionForm.setFamilyDateOfBirth();
        //                actionForm.constructFamilyDetails();
        } else {
            spouseNameDetailView = clientCreationDetail.getSpouseFatherName();
        }
        String secondMiddleName = null;
        ClientNameDetailEntity clientNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, clientCreationDetail.getClientNameDetailDto());
        ClientNameDetailEntity spouseFatherNameDetailEntity = null;
        if (spouseNameDetailView != null) {
            spouseFatherNameDetailEntity = new ClientNameDetailEntity(null, secondMiddleName, spouseNameDetailView);
        }
        ClientDetailEntity clientDetailEntity = new ClientDetailEntity();
        clientDetailEntity.updateClientDetails(clientCreationDetail.getClientPersonalDetailDto());
        DateTime dob = new DateTime(clientCreationDetail.getDateOfBirth());
        boolean trainedBool = clientCreationDetail.isTrained();
        DateTime trainedDateTime = null;
        if (clientCreationDetail.getTrainedDate() != null) {
            trainedDateTime = new DateTime(clientCreationDetail.getTrainedDate());
        }
        String clientFirstName = clientCreationDetail.getClientNameDetailDto().getFirstName();
        String clientLastName = clientCreationDetail.getClientNameDetailDto().getLastName();
        String secondLastName = clientCreationDetail.getClientNameDetailDto().getSecondLastName();
        CustomerStatus clientStatus = CustomerStatus.fromInt(clientCreationDetail.getClientStatus());
        PersonnelBO formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
        Address address = null;
        if (clientCreationDetail.getAddress() != null) {
            AddressDto dto = clientCreationDetail.getAddress();
            address = new Address(dto.getLine1(), dto.getLine2(), dto.getLine3(), dto.getCity(), dto.getState(), dto.getCountry(), dto.getZip(), dto.getPhoneNumber());
        }
        if (YesNoFlag.YES.getValue().equals(clientCreationDetail.getGroupFlag())) {
            Integer parentGroupId = Integer.parseInt(clientCreationDetail.getParentGroupId());
            CustomerBO group = this.customerDao.findCustomerById(parentGroupId);
            if (group.getPersonnel() != null) {
                personnelId = group.getPersonnel().getPersonnelId();
            }
            officeId = group.getOffice().getOfficeId();
            client = ClientBO.createNewInGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, new DateTime(clientCreationDetail.getMfiJoiningDate()), group, formedBy, clientNameDetailEntity, dob, clientCreationDetail.getGovernmentId(), trainedBool, trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, offeringsAssociatedInCreate, clientCreationDetail.getExternalId(), address, clientCreationDetail.getActivationDate());
            if (ClientRules.isFamilyDetailsRequired()) {
                client.setFamilyAndNameDetailSets(clientCreationDetail.getFamilyNames(), clientCreationDetail.getFamilyDetails());
            }
            this.customerService.createClient(client, client.getCustomerMeetingValue(), feesForCustomerAccount, selectedOfferings);
        } else {
            personnelId = clientCreationDetail.getLoanOfficerId();
            officeId = clientCreationDetail.getOfficeId();
            PersonnelBO loanOfficer = this.personnelDao.findPersonnelById(personnelId);
            OfficeBO office = this.officeDao.findOfficeById(officeId);
            int lastSearchIdCustomerValue = customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
            MeetingBO clientMeeting = null;
            if (meetingDto != null) {
                clientMeeting = new MeetingFactory().create(meetingDto);
                clientMeeting.setUserContext(userContext);
            }
            client = ClientBO.createNewOutOfGroupHierarchy(userContext, clientCreationDetail.getClientName(), clientStatus, new DateTime(clientCreationDetail.getMfiJoiningDate()), office, loanOfficer, clientMeeting, formedBy, clientNameDetailEntity, dob, clientCreationDetail.getGovernmentId(), trainedBool, trainedDateTime, clientCreationDetail.getGroupFlag(), clientFirstName, clientLastName, secondLastName, spouseFatherNameDetailEntity, clientDetailEntity, offeringsAssociatedInCreate, clientCreationDetail.getExternalId(), address, lastSearchIdCustomerValue);
            if (ClientRules.isFamilyDetailsRequired()) {
                client.setFamilyAndNameDetailSets(clientCreationDetail.getFamilyNames(), clientCreationDetail.getFamilyDetails());
            }
            try {
                personnelDao.checkAccessPermission(userContext, client.getOfficeId(), client.getLoanOfficerId());
            } catch (AccountException e) {
                throw new MifosRuntimeException("Access denied!", e);
            }
            this.customerService.createClient(client, clientMeeting, feesForCustomerAccount, selectedOfferings);
        }
        clientPhotoService.create(client.getCustomerId().longValue(), clientCreationDetail.getPicture());
        return new CustomerDetailsDto(client.getCustomerId(), client.getGlobalCustNum());
    } catch (CustomerException e) {
        throw new BusinessRuleException(e.getKey(), e.getValues(), e);
    }
}

Example 15 with SavingsDetailDto

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

the class CustomerDaoHibernate method getSavingsDetailDto.

@SuppressWarnings("unchecked")
@Override
public List<SavingsDetailDto> getSavingsDetailDto(Integer customerId, UserContext userContext) {
    Map<String, Object> queryParameters = new HashMap<String, Object>();
    queryParameters.put("CUSTOMER_ID", customerId);
    List<Object[]> queryResult = (List<Object[]>) this.genericDao.executeNamedQuery("Customer.getSavingsDetailDto", queryParameters);
    if (queryResult.size() == 0) {
        return null;
    }
    List<SavingsDetailDto> savingsDetails = new ArrayList<SavingsDetailDto>();
    String globalAccountNum;
    String prdOfferingName;
    Short accountStateId;
    String accountStateName;
    Money savingsBalance;
    String lookupName;
    Short currency;
    BigDecimal maxWithdrawalAmount;
    String savingsType = "";
    MifosCurrency mifosCurrency = Money.getDefaultCurrency();
    for (Object[] savingsDetail : queryResult) {
        globalAccountNum = (String) savingsDetail[0];
        prdOfferingName = (String) savingsDetail[1];
        accountStateId = (Short) savingsDetail[2];
        lookupName = (String) savingsDetail[3];
        accountStateName = ApplicationContextProvider.getBean(MessageLookup.class).lookup(lookupName);
        // TODO - use default currency or retrieved currency?
        currency = (Short) savingsDetail[4];
        savingsBalance = new Money(mifosCurrency, (BigDecimal) savingsDetail[5]);
        try {
            SavingsBO savingsBO = (SavingsBO) new AccountBusinessService().findBySystemId(globalAccountNum);
            maxWithdrawalAmount = savingsBO.getSavingsOffering().getMaxAmntWithdrawl().getAmount();
            if (savingsBO.getSavingsOffering().getSavingsType().getLookUpValue() != null) {
                savingsType = savingsBO.getSavingsOffering().getSavingsType().getName();
            }
            savingsDetails.add(new SavingsDetailDto(globalAccountNum, prdOfferingName, accountStateId, accountStateName, savingsBalance.toString(), maxWithdrawalAmount, savingsType));
        } catch (ServiceException e) {
            throw new MifosRuntimeException(e);
        }
    }
    return savingsDetails;
}