private Collection<PortfolioAccountData> retrieveToAccounts(
final PortfolioAccountData excludeThisAccountFromOptions,
final Integer toAccountType,
final Long toClientId) {
final String currencyCode =
excludeThisAccountFromOptions != null ? excludeThisAccountFromOptions.currencyCode() : null;
Collection<PortfolioAccountData> accountOptions =
this.portfolioAccountReadPlatformService.retrieveAllForLookup(
toAccountType, toClientId, currencyCode, null);
if (!CollectionUtils.isEmpty(accountOptions)) {
accountOptions.remove(excludeThisAccountFromOptions);
} else {
accountOptions = null;
}
return accountOptions;
}
@Override
public AccountTransferData retrieveTemplate(
final Long fromOfficeId,
final Long fromClientId,
final Long fromAccountId,
final Integer fromAccountType,
final Long toOfficeId,
final Long toClientId,
final Long toAccountId,
final Integer toAccountType) {
final EnumOptionData loanAccountType =
AccountTransferEnumerations.accountType(PortfolioAccountType.LOAN);
final EnumOptionData savingsAccountType =
AccountTransferEnumerations.accountType(PortfolioAccountType.SAVINGS);
Integer mostRelevantFromAccountType = fromAccountType;
final Collection<EnumOptionData> fromAccountTypeOptions =
Arrays.asList(savingsAccountType, loanAccountType);
final Collection<EnumOptionData> toAccountTypeOptions;
if (mostRelevantFromAccountType == 1) {
// overpaid loan amt transfer to savings account
toAccountTypeOptions = Arrays.asList(savingsAccountType);
} else {
toAccountTypeOptions = Arrays.asList(loanAccountType, savingsAccountType);
}
final Integer mostRelevantToAccountType = toAccountType;
final EnumOptionData fromAccountTypeData =
AccountTransferEnumerations.accountType(mostRelevantFromAccountType);
final EnumOptionData toAccountTypeData =
AccountTransferEnumerations.accountType(mostRelevantToAccountType);
// from settings
OfficeData fromOffice = null;
ClientData fromClient = null;
PortfolioAccountData fromAccount = null;
OfficeData toOffice = null;
ClientData toClient = null;
PortfolioAccountData toAccount = null;
// template
Collection<PortfolioAccountData> fromAccountOptions = null;
Collection<PortfolioAccountData> toAccountOptions = null;
Long mostRelevantFromOfficeId = fromOfficeId;
Long mostRelevantFromClientId = fromClientId;
Long mostRelevantToOfficeId = toOfficeId;
Long mostRelevantToClientId = toClientId;
if (fromAccountId != null) {
Integer accountType;
if (mostRelevantFromAccountType == 1) {
accountType = PortfolioAccountType.LOAN.getValue();
} else {
accountType = PortfolioAccountType.SAVINGS.getValue();
}
fromAccount =
this.portfolioAccountReadPlatformService.retrieveOne(fromAccountId, accountType);
// override provided fromClient with client of account
mostRelevantFromClientId = fromAccount.clientId();
}
if (mostRelevantFromClientId != null) {
fromClient = this.clientReadPlatformService.retrieveOne(mostRelevantFromClientId);
mostRelevantFromOfficeId = fromClient.officeId();
long[] loanStatus = null;
if (mostRelevantFromAccountType == 1) {
loanStatus = new long[] {300, 700};
}
fromAccountOptions =
this.portfolioAccountReadPlatformService.retrieveAllForLookup(
mostRelevantFromAccountType, mostRelevantFromClientId, loanStatus);
}
Collection<OfficeData> fromOfficeOptions = null;
Collection<ClientData> fromClientOptions = null;
if (mostRelevantFromOfficeId != null) {
fromOffice = this.officeReadPlatformService.retrieveOffice(mostRelevantFromOfficeId);
fromOfficeOptions = this.officeReadPlatformService.retrieveAllOfficesForDropdown();
fromClientOptions =
this.clientReadPlatformService.retrieveAllForLookupByOfficeId(mostRelevantFromOfficeId);
}
// defaults
final LocalDate transferDate = DateUtils.getLocalDateOfTenant();
Collection<OfficeData> toOfficeOptions = fromOfficeOptions;
Collection<ClientData> toClientOptions = null;
if (toAccountId != null && fromAccount != null) {
toAccount =
this.portfolioAccountReadPlatformService.retrieveOne(
toAccountId, mostRelevantToAccountType, fromAccount.currencyCode());
mostRelevantToClientId = toAccount.clientId();
}
if (mostRelevantToClientId != null) {
toClient = this.clientReadPlatformService.retrieveOne(mostRelevantToClientId);
mostRelevantToOfficeId = toClient.officeId();
toClientOptions =
this.clientReadPlatformService.retrieveAllForLookupByOfficeId(mostRelevantToOfficeId);
toAccountOptions =
retrieveToAccounts(fromAccount, mostRelevantToAccountType, mostRelevantToClientId);
}
if (mostRelevantToOfficeId != null) {
toOffice = this.officeReadPlatformService.retrieveOffice(mostRelevantToOfficeId);
toOfficeOptions = this.officeReadPlatformService.retrieveAllOfficesForDropdown();
toClientOptions =
this.clientReadPlatformService.retrieveAllForLookupByOfficeId(mostRelevantToOfficeId);
if (toClientOptions != null && toClientOptions.size() == 1) {
toClient = new ArrayList<ClientData>(toClientOptions).get(0);
toAccountOptions =
retrieveToAccounts(fromAccount, mostRelevantToAccountType, mostRelevantToClientId);
}
}
return AccountTransferData.template(
fromOffice,
fromClient,
fromAccountTypeData,
fromAccount,
transferDate,
toOffice,
toClient,
toAccountTypeData,
toAccount,
fromOfficeOptions,
fromClientOptions,
fromAccountTypeOptions,
fromAccountOptions,
toOfficeOptions,
toClientOptions,
toAccountTypeOptions,
toAccountOptions);
}