Examples with ClientPerformanceHistoryDto org.mifos.dto.screen.ClientPerformanceHistoryDto used on opensource projects

Example 1 with ClientPerformanceHistoryDto

use of org.mifos.dto.screen.ClientPerformanceHistoryDto 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);
}

Example 2 with ClientPerformanceHistoryDto

use of org.mifos.dto.screen.ClientPerformanceHistoryDto in project head by mifos.

the class ClientServiceFacadeWebTier method assembleClientPerformanceHistoryDto.

private ClientPerformanceHistoryDto assembleClientPerformanceHistoryDto(ClientPerformanceHistoryEntity clientPerformanceHistory, Integer clientId) {
    Integer loanCycleNumber = clientPerformanceHistory.getLoanCycleNumber();
    Money lastLoanAmount = clientPerformanceHistory.getLastLoanAmount();
    Integer noOfActiveLoans = clientPerformanceHistory.getNoOfActiveLoans();
    String delinquentPortfolioAmountString;
    try {
        Money delinquentPortfolioAmount = clientPerformanceHistory.getDelinquentPortfolioAmount();
        delinquentPortfolioAmountString = delinquentPortfolioAmount.toString();
    } catch (CurrencyMismatchException e) {
        delinquentPortfolioAmountString = localizedMessageLookup("errors.multipleCurrencies");
    }
    // TODO currency mismatch check
    Money totalSavingsAmount = clientPerformanceHistory.getTotalSavingsAmount();
    Integer meetingsAttended = this.customerDao.numberOfMeetings(true, clientId).getMeetingsAttended();
    Integer meetingsMissed = customerDao.numberOfMeetings(false, clientId).getMeetingsMissed();
    List<LoanCycleCounter> loanCycleCounters = this.customerDao.fetchLoanCycleCounter(clientId, CustomerLevel.CLIENT.getValue());
    return new ClientPerformanceHistoryDto(loanCycleNumber, lastLoanAmount.toString(), noOfActiveLoans, delinquentPortfolioAmountString, totalSavingsAmount.toString(), meetingsAttended, meetingsMissed, loanCycleCounters);
}