@Override
public CenterDto retrieveCenterDetailsForUpdate(Integer centerId) {
MifosUser user =
(MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
UserContext userContext = toUserContext(user);
CustomerBO center = customerDao.findCustomerById(centerId);
Short officeId = center.getOffice().getOfficeId();
String searchId = center.getSearchId();
Short loanOfficerId = extractLoanOfficerId(center);
CenterCreation centerCreation =
new CenterCreation(
officeId,
userContext.getId(),
userContext.getLevelId(),
userContext.getPreferredLocale());
List<PersonnelDto> activeLoanOfficersForBranch =
personnelDao.findActiveLoanOfficersForOffice(centerCreation);
List<CustomerDto> customerList =
customerDao.findClientsThatAreNotCancelledOrClosed(searchId, officeId);
List<CustomerPositionDto> customerPositionDtos =
generateCustomerPositionViews(center, userContext.getLocaleId());
DateTime mfiJoiningDate = new DateTime();
String mfiJoiningDateAsString = "";
if (center.getMfiJoiningDate() != null) {
mfiJoiningDate = new DateTime(center.getMfiJoiningDate());
mfiJoiningDateAsString =
DateUtils.getUserLocaleDate(
userContext.getPreferredLocale(), center.getMfiJoiningDate().toString());
}
AddressDto address = null;
if (center.getAddress() != null) {
address = Address.toDto(center.getAddress());
}
return new CenterDto(
loanOfficerId,
center.getCustomerId(),
center.getGlobalCustNum(),
mfiJoiningDate,
mfiJoiningDateAsString,
center.getExternalId(),
address,
customerPositionDtos,
customerList,
activeLoanOfficersForBranch,
true);
}
@Override
public CenterFormCreationDto retrieveCenterFormCreationData(CenterCreation centerCreation) {
MifosUser user =
(MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
UserContext userContext = toUserContext(user);
List<PersonnelDto> activeLoanOfficersForBranch =
personnelDao.findActiveLoanOfficersForOffice(centerCreation);
List<FeeBO> fees = customerDao.retrieveFeesApplicableToCenters();
CustomerApplicableFeesDto applicableFees = CustomerApplicableFeesDto.toDto(fees, userContext);
List<ApplicableAccountFeeDto> applicableDefaultAccountFees =
new ArrayList<ApplicableAccountFeeDto>();
for (FeeDto fee : applicableFees.getDefaultFees()) {
applicableDefaultAccountFees.add(
new ApplicableAccountFeeDto(
fee.getFeeIdValue().intValue(),
fee.getFeeName(),
fee.getAmount(),
fee.isRemoved(),
fee.isWeekly(),
fee.isMonthly(),
fee.isPeriodic(),
fee.getFeeSchedule()));
}
List<ApplicableAccountFeeDto> applicableDefaultAdditionalFees =
new ArrayList<ApplicableAccountFeeDto>();
for (FeeDto fee : applicableFees.getAdditionalFees()) {
applicableDefaultAdditionalFees.add(
new ApplicableAccountFeeDto(
fee.getFeeIdValue().intValue(),
fee.getFeeName(),
fee.getAmount(),
fee.isRemoved(),
fee.isWeekly(),
fee.isMonthly(),
fee.isPeriodic(),
fee.getFeeSchedule()));
}
return new CenterFormCreationDto(
activeLoanOfficersForBranch, applicableDefaultAdditionalFees, applicableDefaultAccountFees);
}
@Override
public List<ApplicableCharge> getApplicableFees(Integer accountId) {
try {
MifosUser user =
(MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
UserContext userContext = toUserContext(user);
AccountBO account = this.accountBusinessService.getAccount(accountId);
try {
personnelDao.checkAccessPermission(
userContext, account.getOfficeId(), account.getCustomer().getLoanOfficerId());
} catch (AccountException e) {
throw new MifosRuntimeException(e.getMessage(), e);
}
return new AccountBusinessService().getAppllicableFees(accountId, userContext);
} catch (ServiceException e) {
throw new MifosRuntimeException(e);
}
}
@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);
Boolean activeSurveys =
Boolean.FALSE; // new SurveysPersistence().isActiveSurveysForSurveyType(SurveyType.CENTER);
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);
}
@Override
public ParsedClientsDto save(ParsedClientsDto parsedClientsDto) {
MifosUser user =
(MifosUser) SecurityContextHolder.getContext().getAuthentication().getPrincipal();
UserContext userContext = toUserContext(user);
OfficeBO userOffice = this.officeDao.findOfficeById(userContext.getBranchId());
userContext.setBranchGlobalNum(userOffice.getGlobalOfficeNum());
DateTimeService dateTimeService = new DateTimeService();
/* Construct ClientBO objects */
List<NewClientDto> newClients = new ArrayList<NewClientDto>();
for (ImportedClientDetail importedClient : parsedClientsDto.getSuccessfullyParsedRows()) {
String secondMiddleName = null;
ClientCreationDetail clientCreationDetail = importedClient.getClientCreationDetail();
PersonnelBO formedBy = null;
/* Client name details */
ClientNameDetailDto clientNameDetails = clientCreationDetail.getClientNameDetailDto();
ClientNameDetailEntity clientNameDetailEntity =
new ClientNameDetailEntity(null, secondMiddleName, clientNameDetails);
ClientDetailEntity clientDetailEntity = new ClientDetailEntity();
clientDetailEntity.updateClientDetails(clientCreationDetail.getClientPersonalDetailDto());
String clientFirstName = clientNameDetails.getFirstName();
String clientLastName = clientNameDetails.getLastName();
String secondLastName = clientNameDetails.getSecondLastName();
/* Spouse/father name details */
ClientNameDetailEntity spouseFatherNameDetailEntity = null;
if (clientCreationDetail.getSpouseFatherName() != null) {
spouseFatherNameDetailEntity =
new ClientNameDetailEntity(
null, secondMiddleName, clientCreationDetail.getSpouseFatherName());
}
/* Data conversion */
DateTime dateOfBirth = new DateTime(clientCreationDetail.getDateOfBirth());
DateTime mfiJoiningDate = new DateTime(clientCreationDetail.getMfiJoiningDate());
DateTime trainedDateTime = null;
if (clientCreationDetail.getTrainedDate() != null) {
trainedDateTime = new DateTime(clientCreationDetail.getTrainedDate());
}
/* Status */
CustomerStatus clientStatus = CustomerStatus.fromInt(clientCreationDetail.getClientStatus());
CustomerStatus finalStatus = clientStatus;
if (clientStatus == CustomerStatus.CLIENT_ACTIVE
&& clientCreationDetail.getActivationDate() == null) {
clientStatus = CustomerStatus.CLIENT_PENDING;
}
/* Address */
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());
}
// empty list
List<ClientInitialSavingsOfferingEntity> associatedOfferings =
new ArrayList<ClientInitialSavingsOfferingEntity>();
// client object
ClientBO client;
if (clientCreationDetail.getGroupFlag() == 1) {
CustomerBO group =
customerDao.findCustomerBySystemId(clientCreationDetail.getParentGroupId());
if (clientCreationDetail.getFormedBy() != null) {
formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
} else {
formedBy = group.getPersonnel();
}
client =
ClientBO.createNewInGroupHierarchy(
userContext,
clientCreationDetail.getClientName(),
clientStatus,
mfiJoiningDate,
group,
formedBy,
clientNameDetailEntity,
dateOfBirth,
clientCreationDetail.getGovernmentId(),
clientCreationDetail.isTrained(),
trainedDateTime,
clientCreationDetail.getGroupFlag(),
clientFirstName,
clientLastName,
secondLastName,
spouseFatherNameDetailEntity,
clientDetailEntity,
associatedOfferings,
clientCreationDetail.getExternalId(),
address,
clientCreationDetail.getActivationDate());
} else {
Short officeId = clientCreationDetail.getOfficeId();
Short officerId = clientCreationDetail.getLoanOfficerId();
PersonnelBO loanOfficer = personnelDao.findPersonnelById(officerId);
OfficeBO office = this.officeDao.findOfficeById(officeId);
if (clientCreationDetail.getFormedBy() != null) {
formedBy = this.personnelDao.findPersonnelById(clientCreationDetail.getFormedBy());
} else {
formedBy = loanOfficer;
}
int lastSearchIdCustomerValue =
customerDao.retrieveLastSearchIdValueForNonParentCustomersInOffice(officeId);
/* meeting */
final MeetingDto meetingDto = importedClient.getMeeting();
MeetingBO clientMeeting = null;
if (meetingDto != null) {
clientMeeting = new MeetingFactory().create(meetingDto);
clientMeeting.setUserContext(userContext);
}
client =
ClientBO.createNewOutOfGroupHierarchy(
userContext,
clientCreationDetail.getClientName(),
clientStatus,
mfiJoiningDate,
office,
loanOfficer,
clientMeeting,
formedBy,
clientNameDetailEntity,
dateOfBirth,
clientCreationDetail.getGovernmentId(),
clientCreationDetail.isTrained(),
trainedDateTime,
clientCreationDetail.getGroupFlag(),
clientFirstName,
clientLastName,
secondLastName,
spouseFatherNameDetailEntity,
clientDetailEntity,
associatedOfferings,
clientCreationDetail.getExternalId(),
address,
lastSearchIdCustomerValue);
if (clientCreationDetail.getActivationDate() != null) {
client.setCustomerActivationDate(
clientCreationDetail.getActivationDate().toDateMidnight().toDate());
}
}
// global id
if (importedClient.getClientGlobalNum() != null) {
client.setGlobalCustNum(importedClient.getClientGlobalNum());
}
NewClientDto newClient = new NewClientDto(client, finalStatus);
newClients.add(newClient);
}
/* Validate client data */
for (NewClientDto newClient : newClients) {
ClientBO client = newClient.getClientBO();
try {
client.validate();
customerDao.validateClientForDuplicateNameOrGovtId(
client.getDisplayName(), client.getDateOfBirth(), client.getGovernmentId());
} catch (CustomerException ex) {
throw new MifosRuntimeException(ex);
}
}
/* Save clients */
List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>(); // empty list
try {
hibernateTransactionHelper.startTransaction();
for (NewClientDto newClient : newClients) {
ClientBO client = newClient.getClientBO();
CustomerStatus finalStatus = newClient.getCustomerStatus();
// status to pending approval if active
MeetingBO meeting = client.getCustomerMeetingValue();
customerDao.save(client);
hibernateTransactionHelper.flushSession();
CalendarEvent applicableCalendarEvents =
holidayDao.findCalendarEventsForThisYearAndNext(client.getOfficeId());
CustomerAccountBO customerAccount =
customerAccountFactory.create(client, accountFees, meeting, applicableCalendarEvents);
client.addAccount(customerAccount);
customerDao.save(client);
hibernateTransactionHelper.flushSession();
if (client.getParentCustomer() != null) {
customerDao.save(client.getParentCustomer());
}
if (client.getGlobalCustNum() == null) {
client.generateGlobalCustomerNumber();
}
client.generateSearchId();
customerDao.save(client);
hibernateTransactionHelper.flushSession();
if (client.getParentCustomer() != null) {
customerDao.save(client.getParentCustomer());
}
/* activate client */
if (finalStatus == CustomerStatus.CLIENT_ACTIVE) {
hibernateTransactionHelper.flushSession();
hibernateTransactionHelper.beginAuditLoggingFor(client);
client.clearCustomerFlagsIfApplicable(client.getStatus(), finalStatus);
client.updateCustomerStatus(finalStatus);
// changeStatus(client, oldStatus, newStatus);
if (client.getParentCustomer() != null) {
CustomerHierarchyEntity hierarchy =
new CustomerHierarchyEntity(client, client.getParentCustomer());
client.addCustomerHierarchy(hierarchy);
}
if (client.getCustomerActivationDate() != null) {
client.setCustomerActivationDate(client.getCustomerActivationDate());
} else {
client.setCustomerActivationDate(dateTimeService.getCurrentJavaDateTime());
}
customerAccount.createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(
client,
accountFees,
meeting,
applicableCalendarEvents,
new DateTime(client.getCustomerActivationDate()));
customerDao.save(client);
}
}
hibernateTransactionHelper.commitTransaction();
} catch (Exception ex) {
hibernateTransactionHelper.rollbackTransaction();
throw new MifosRuntimeException(ex);
}
return parsedClientsDto;
}