Java tutorial
/* * Copyright (c) 2005-2011 Grameen Foundation USA * All rights reserved. * * Licensed under the Apache License, Version 2.0 (the "License"); * you may not use this file except in compliance with the License. * You may obtain a copy of the License at * * http://www.apache.org/licenses/LICENSE-2.0 * * Unless required by applicable law or agreed to in writing, software * distributed under the License is distributed on an "AS IS" BASIS, * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or * implied. See the License for the specific language governing * permissions and limitations under the License. * * See also http://www.apache.org/licenses/LICENSE-2.0.html for an * explanation of the license and how it is applied. */ package org.mifos.customers.business.service; import java.util.ArrayList; import java.util.Date; import java.util.List; import java.util.Set; import org.joda.time.DateMidnight; import org.joda.time.DateTime; import org.joda.time.Days; import org.joda.time.LocalDate; import org.mifos.accounts.business.AccountActionDateEntity; import org.mifos.accounts.business.AccountBO; import org.mifos.accounts.business.AccountFeesEntity; import org.mifos.accounts.exceptions.AccountException; import org.mifos.accounts.loan.business.LoanBO; import org.mifos.accounts.productdefinition.business.SavingsOfferingBO; import org.mifos.accounts.productdefinition.persistence.SavingsProductDao; import org.mifos.accounts.productdefinition.util.helpers.RecommendedAmountUnit; import org.mifos.accounts.savings.business.SavingsBO; import org.mifos.accounts.savings.persistence.SavingsPersistence; import org.mifos.accounts.util.helpers.AccountState; import org.mifos.application.admin.servicefacade.InvalidDateException; import org.mifos.application.holiday.business.Holiday; import org.mifos.application.holiday.persistence.HolidayDao; import org.mifos.application.master.MessageLookup; import org.mifos.application.master.persistence.LegacyMasterDao; import org.mifos.application.meeting.business.MeetingBO; import org.mifos.application.meeting.exceptions.MeetingException; import org.mifos.application.meeting.util.helpers.RankOfDay; import org.mifos.application.meeting.util.helpers.WeekDay; import org.mifos.application.servicefacade.ApplicationContextProvider; import org.mifos.application.servicefacade.CustomerStatusUpdate; import org.mifos.application.servicefacade.SavingsServiceFacade; import org.mifos.calendar.CalendarEvent; import org.mifos.config.FiscalCalendarRules; import org.mifos.config.persistence.ConfigurationPersistence; import org.mifos.config.util.helpers.ConfigurationConstants; import org.mifos.core.MifosRuntimeException; import org.mifos.customers.api.CustomerLevel; import org.mifos.customers.business.CustomerAccountBO; import org.mifos.customers.business.CustomerBO; import org.mifos.customers.business.CustomerHierarchyEntity; import org.mifos.customers.business.CustomerMeetingEntity; import org.mifos.customers.business.CustomerNoteEntity; import org.mifos.customers.business.CustomerPositionEntity; import org.mifos.customers.business.CustomerStatusEntity; import org.mifos.customers.business.CustomerStatusFlagEntity; import org.mifos.customers.business.PositionEntity; import org.mifos.customers.center.business.CenterBO; import org.mifos.customers.client.business.ClientBO; import org.mifos.customers.client.business.ClientInitialSavingsOfferingEntity; import org.mifos.customers.client.util.helpers.ClientConstants; import org.mifos.customers.exceptions.CustomerException; import org.mifos.customers.group.business.GroupBO; import org.mifos.customers.group.util.helpers.GroupConstants; import org.mifos.customers.office.business.OfficeBO; import org.mifos.customers.office.persistence.OfficeDao; import org.mifos.customers.persistence.CustomerDao; import org.mifos.customers.persistence.CustomerPersistence; import org.mifos.customers.personnel.business.PersonnelBO; import org.mifos.customers.personnel.persistence.PersonnelDao; import org.mifos.customers.util.helpers.CustomerConstants; import org.mifos.customers.util.helpers.CustomerStatus; import org.mifos.customers.util.helpers.CustomerStatusFlag; import org.mifos.dto.domain.CenterUpdate; import org.mifos.dto.domain.ClientFamilyInfoUpdate; import org.mifos.dto.domain.ClientMfiInfoUpdate; import org.mifos.dto.domain.ClientPersonalInfoUpdate; import org.mifos.dto.domain.CustomFieldDto; import org.mifos.dto.domain.CustomerDto; import org.mifos.dto.domain.CustomerPositionDto; import org.mifos.dto.domain.GroupUpdate; import org.mifos.framework.business.util.Address; import org.mifos.framework.exceptions.ApplicationException; import org.mifos.framework.exceptions.PersistenceException; import org.mifos.framework.hibernate.helper.HibernateTransactionHelper; import org.mifos.framework.image.service.ClientPhotoService; import org.mifos.framework.util.DateTimeService; import org.mifos.framework.util.helpers.DateUtils; import org.mifos.security.util.UserContext; import org.mifos.service.BusinessRuleException; import org.springframework.beans.factory.annotation.Autowired; /** * Default implementation of {@link CustomerService}. */ public class CustomerServiceImpl implements CustomerService { private final CustomerDao customerDao; private final PersonnelDao personnelDao; private final OfficeDao officeDao; private final HolidayDao holidayDao; private final HibernateTransactionHelper hibernateTransactionHelper; private CustomerAccountFactory customerAccountFactory = DefaultCustomerAccountFactory.createNew(); private MessageLookupHelper messageLookupHelper = DefaultMessageLookupHelper.createNew(); private ConfigurationPersistence configurationPersistence; @Autowired private LegacyMasterDao legacyMasterDao; @Autowired private SavingsProductDao savingsProductDao; @Autowired private ClientPhotoService clientPhotoService; @Autowired private SavingsServiceFacade savingsServiceFacade; private MifosConfigurationHelper configurationHelper = new DefaultMifosConfigurationHelper(); @Autowired public CustomerServiceImpl(CustomerDao customerDao, PersonnelDao personnelDao, OfficeDao officeDao, HolidayDao holidayDao, final HibernateTransactionHelper hibernateTransactionHelper) { this.customerDao = customerDao; this.personnelDao = personnelDao; this.officeDao = officeDao; this.holidayDao = holidayDao; this.hibernateTransactionHelper = hibernateTransactionHelper; } public void setCustomerAccountFactory(CustomerAccountFactory customerAccountFactory) { this.customerAccountFactory = customerAccountFactory; } public void setMessageLookupHelper(MessageLookupHelper messageLookupHelper) { this.messageLookupHelper = messageLookupHelper; } private ConfigurationPersistence getConfigurationPersistence() { if (configurationPersistence == null) { configurationPersistence = new ConfigurationPersistence(); } return configurationPersistence; } public void setConfigurationPersistence(ConfigurationPersistence configurationPersistence) { this.configurationPersistence = configurationPersistence; } @Override public final void createCenter(CenterBO customer, MeetingBO meeting, List<AccountFeesEntity> accountFees) { try { customer.validate(); customer.validateMeetingAndFees(accountFees); customerDao.validateCenterNameIsNotTakenForOffice(customer.getDisplayName(), customer.getOfficeId()); createCustomer(customer, meeting, accountFees); } catch (CustomerException e) { throw new BusinessRuleException(e.getKey(), new Object[] { customer.getDisplayName() }); } } @Override public final void createGroup(GroupBO group, MeetingBO meeting, List<AccountFeesEntity> accountFees) throws CustomerException { group.validate(); customerDao.validateGroupNameIsNotTakenForOffice(group.getDisplayName(), group.getOffice().getOfficeId()); createCustomer(group, meeting, accountFees); } @Override public final void createClient(ClientBO client, MeetingBO meeting, List<AccountFeesEntity> accountFees, List<SavingsOfferingBO> savingProducts) throws CustomerException { client.validate(); client.validateNoDuplicateSavings(savingProducts); customerDao.validateClientForDuplicateNameOrGovtId(client.getDisplayName(), client.getDateOfBirth(), client.getGovernmentId()); if (client.isActive()) { client.validateFieldsForActiveClient(); createSavingsAccountsForActiveSavingProducts(client, savingProducts); generateSavingSchedulesForGroupAndCenterSavingAccounts(client); } createCustomer(client, meeting, accountFees); } private void generateSavingSchedulesForGroupAndCenterSavingAccounts(ClientBO client) { try { List<Days> workingDays = new FiscalCalendarRules().getWorkingDaysAsJodaTimeDays(); List<Holiday> holidays = new ArrayList<Holiday>(); UserContext userContext = client.getUserContext(); CustomerBO group = client.getParentCustomer(); if (group != null) { List<SavingsBO> groupSavingAccounts = new CustomerPersistence() .retrieveSavingsAccountForCustomer(group.getCustomerId()); CustomerBO center = group.getParentCustomer(); if (center != null) { List<SavingsBO> centerSavingAccounts = new CustomerPersistence() .retrieveSavingsAccountForCustomer(center.getCustomerId()); groupSavingAccounts.addAll(centerSavingAccounts); } for (SavingsBO savings : groupSavingAccounts) { savings.setUserContext(userContext); if (client.getCustomerMeetingValue() != null) { if (!(savings.getCustomer().getLevel() == CustomerLevel.GROUP && savings.getRecommendedAmntUnit().getId() .equals(RecommendedAmountUnit.COMPLETE_GROUP.getValue()))) { DateTime today = new DateTime().toDateMidnight().toDateTime(); savings.generateDepositAccountActions(client, client.getCustomerMeeting().getMeeting(), workingDays, holidays, today); } } } } } catch (PersistenceException pe) { throw new MifosRuntimeException(pe); } } private void createSavingsAccountsForActiveSavingProducts(ClientBO client, List<SavingsOfferingBO> savingProducts) { UserContext userContext = client.getUserContext(); List<SavingsBO> savingsAccounts = new ArrayList<SavingsBO>(); for (SavingsOfferingBO clientSavingsProduct : savingProducts) { try { if (clientSavingsProduct.isActive()) { List<CustomFieldDto> savingCustomFieldViews = new ArrayList<CustomFieldDto>(); SavingsBO savingsAccount = new SavingsBO(userContext, clientSavingsProduct, client, AccountState.SAVINGS_ACTIVE, clientSavingsProduct.getRecommendedAmount(), savingCustomFieldViews); savingsAccounts.add(savingsAccount); } } catch (AccountException pe) { throw new MifosRuntimeException(pe); } } client.addSavingsAccounts(savingsAccounts); } private void createCustomer(CustomerBO customer, MeetingBO meeting, List<AccountFeesEntity> accountFees) { try { this.hibernateTransactionHelper.startTransaction(); this.customerDao.save(customer); this.hibernateTransactionHelper.flushSession(); // generate globalids for savings accounts, as they require accouont_id the savings accounts // must first be saved via the customer save. for (AccountBO account : customer.getAccounts()) { if (account.isSavingsAccount()) { SavingsBO savingsAccount = (SavingsBO) account; savingsAccount.setUserContext(customer.getUserContext()); savingsAccount.generateSystemId(customer.getOffice().getGlobalOfficeNum()); } } this.customerDao.save(customer); this.hibernateTransactionHelper.flushSession(); CalendarEvent applicableCalendarEvents = this.holidayDao .findCalendarEventsForThisYearAndNext(customer.getOfficeId()); CustomerAccountBO customerAccount = this.customerAccountFactory.create(customer, accountFees, meeting, applicableCalendarEvents); customer.addAccount(customerAccount); this.customerDao.save(customer); this.hibernateTransactionHelper.flushSession(); if (customer.getParentCustomer() != null) { this.customerDao.save(customer.getParentCustomer()); } customer.generateGlobalCustomerNumber(); customer.generateSearchId(); this.customerDao.save(customer); if (customer.getParentCustomer() != null) { this.customerDao.save(customer.getParentCustomer()); } this.hibernateTransactionHelper.commitTransaction(); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } } @Override public final void updateCenter(UserContext userContext, CenterUpdate centerUpdate) throws ApplicationException { CustomerBO center = customerDao.findCustomerById(centerUpdate.getCustomerId()); center.validateVersion(centerUpdate.getVersionNum()); center.setUserContext(userContext); if (!centerUpdate.getDisplayName().equals(center.getDisplayName())) { customerDao.validateCenterNameIsNotTakenForOffice(centerUpdate.getDisplayName(), center.getOfficeId()); } assembleCustomerPostionsFromDto(centerUpdate.getCustomerPositions(), center); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(center); center.setDisplayName(centerUpdate.getDisplayName()); updateLoanOfficerAndValidate(centerUpdate.getLoanOfficerId(), center); center.updateCenterDetails(userContext, centerUpdate); customerDao.save(center); hibernateTransactionHelper.commitTransaction(); } catch (ApplicationException e) { hibernateTransactionHelper.rollbackTransaction(); throw e; } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.closeSession(); } } @Override public final void updateGroup(UserContext userContext, GroupUpdate groupUpdate) throws ApplicationException { GroupBO group = customerDao.findGroupBySystemId(groupUpdate.getGlobalCustNum()); group.validateVersion(groupUpdate.getVersionNo()); group.setUserContext(userContext); assembleCustomerPostionsFromDto(groupUpdate.getCustomerPositions(), group); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(group); group.updateTrainedDetails(groupUpdate); group.setExternalId(groupUpdate.getExternalId()); Address address = null; if (groupUpdate.getAddress() != null) { address = new Address(groupUpdate.getAddress().getLine1(), groupUpdate.getAddress().getLine2(), groupUpdate.getAddress().getLine3(), groupUpdate.getAddress().getCity(), groupUpdate.getAddress().getState(), groupUpdate.getAddress().getCountry(), groupUpdate.getAddress().getZip(), groupUpdate.getAddress().getPhoneNumber()); } group.updateAddress(address); if (group.isNameDifferent(groupUpdate.getDisplayName())) { customerDao.validateGroupNameIsNotTakenForOffice(groupUpdate.getDisplayName(), group.getOffice().getOfficeId()); group.setDisplayName(groupUpdate.getDisplayName()); } updateLoanOfficerAndValidate(groupUpdate.getLoanOfficerId(), group); customerDao.save(group); hibernateTransactionHelper.commitTransaction(); } catch (ApplicationException e) { hibernateTransactionHelper.rollbackTransaction(); throw e; } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.closeSession(); } } @Override public final void updateClientPersonalInfo(UserContext userContext, ClientPersonalInfoUpdate personalInfo) throws CustomerException { ClientBO client = (ClientBO) this.customerDao.findCustomerById(personalInfo.getCustomerId()); client.validateVersion(personalInfo.getOriginalClientVersionNumber()); client.updateDetails(userContext); LocalDate currentDOB = new LocalDate(client.getDateOfBirth()); LocalDate newDOB = currentDOB; try { // updating Date of birth // doesn''t sound normal but it can be required in certain cases // see http://mifosforge.jira.com/browse/MIFOS-4368 newDOB = new LocalDate(DateUtils.getDateAsSentFromBrowser(personalInfo.getDateOfBirth())); } catch (InvalidDateException e) { throw new MifosRuntimeException(e); } if (!currentDOB.isEqual(newDOB)) { customerDao.validateClientForDuplicateNameOrGovtId(personalInfo.getClientDisplayName(), newDOB.toDateMidnight().toDate(), personalInfo.getGovernmentId()); } try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(client); client.updatePersonalInfo(personalInfo); clientPhotoService.update(personalInfo.getCustomerId().longValue(), personalInfo.getPicture()); customerDao.save(client); hibernateTransactionHelper.commitTransaction(); } catch (ApplicationException e) { hibernateTransactionHelper.rollbackTransaction(); throw new CustomerException(e.getKey(), e); } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.commitTransaction(); } } public void removeFromBlacklist(UserContext userContext, Integer customerId) { CustomerBO customer = this.customerDao.findCustomerById(customerId); customer.updateDetails(userContext); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(customer); customer.unBlacklist(); customerDao.save(customer); hibernateTransactionHelper.commitTransaction(); } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.closeSession(); } } @Override public void updateClientFamilyInfo(UserContext userContext, ClientFamilyInfoUpdate clientFamilyInfoUpdate) throws CustomerException { ClientBO client = (ClientBO) this.customerDao.findCustomerById(clientFamilyInfoUpdate.getCustomerId()); client.validateVersion(clientFamilyInfoUpdate.getOldVersionNum()); client.updateDetails(userContext); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(client); client.updateFamilyInfo(clientFamilyInfoUpdate); customerDao.save(client); hibernateTransactionHelper.commitTransaction(); } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.closeSession(); } } @Override public final void updateClientMfiInfo(UserContext userContext, ClientMfiInfoUpdate clientMfiInfoUpdate) throws CustomerException { ClientBO client = (ClientBO) this.customerDao.findCustomerById(clientMfiInfoUpdate.getClientId()); client.validateVersion(clientMfiInfoUpdate.getOrginalClientVersionNumber()); client.updateDetails(userContext); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(client); PersonnelBO personnel = this.personnelDao.findPersonnelById(clientMfiInfoUpdate.getPersonnelId()); client.updateMfiInfo(personnel, clientMfiInfoUpdate); customerDao.save(client); hibernateTransactionHelper.commitTransaction(); } catch (CustomerException e) { hibernateTransactionHelper.rollbackTransaction(); throw e; } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.closeSession(); } } private void updateLoanOfficerAndValidate(Short loanOfficerId, CustomerBO customer) throws CustomerException { PersonnelBO loanOfficer = personnelDao.findPersonnelById(loanOfficerId); if (customer.isLoanOfficerChanged(loanOfficer)) { customer.setLoanOfficer(loanOfficer); customer.validate(); customerDao.updateLoanOfficersForAllChildrenAndAccounts(loanOfficerId, customer.getSearchId(), customer.getOffice().getOfficeId()); } else { customer.validate(); } } private void assembleCustomerPostionsFromDto(List<CustomerPositionDto> customerPositions, CustomerBO customer) { for (CustomerPositionDto positionView : customerPositions) { boolean isPositionFound = false; for (CustomerPositionEntity positionEntity : customer.getCustomerPositions()) { if (positionView.getPositionId().equals(positionEntity.getPosition().getId())) { CustomerBO customerInPosition = null; if (positionView.getCustomerId() != null) { customerInPosition = customerDao.findCustomerById(positionView.getCustomerId()); } positionEntity.setCustomer(customerInPosition); isPositionFound = true; break; } } if (!isPositionFound) { CustomerBO customerInPosition = null; if (positionView.getCustomerId() != null) { customerInPosition = customerDao.findCustomerById(positionView.getCustomerId()); } CustomerPositionEntity customerPosition = new CustomerPositionEntity( new PositionEntity(positionView.getPositionId()), customerInPosition, customer); customer.addCustomerPosition(customerPosition); } } } @Override public final void updateCustomerStatus(UserContext userContext, CustomerStatusUpdate customerStatusUpdate) throws CustomerException { CustomerBO customer = this.customerDao.findCustomerById(customerStatusUpdate.getCustomerId()); customer.validateVersion(customerStatusUpdate.getVersionNum()); customer.updateDetails(userContext); checkPermission(customer, userContext, customerStatusUpdate.getNewStatus(), customerStatusUpdate.getCustomerStatusFlag()); Short oldStatusId = customer.getCustomerStatus().getId(); CustomerStatus oldStatus = CustomerStatus.fromInt(oldStatusId); PersonnelBO loggedInUser = this.personnelDao.findPersonnelById(userContext.getId()); CustomerNoteEntity customerNote = new CustomerNoteEntity(customerStatusUpdate.getNotes(), new Date(), loggedInUser, customer); if (customer.isGroup()) { GroupBO group = (GroupBO) customer; updateGroupStatus(group, oldStatus, customerStatusUpdate.getNewStatus(), customerStatusUpdate.getCustomerStatusFlag(), customerNote); } else if (customer.isClient()) { ClientBO client = (ClientBO) customer; updateClientStatus(client, oldStatus, customerStatusUpdate.getNewStatus(), customerStatusUpdate.getCustomerStatusFlag(), customerNote); } else { CenterBO center = (CenterBO) customer; updateCenterStatus(center, customerStatusUpdate.getNewStatus(), customerStatusUpdate.getCustomerStatusFlag(), customerNote); } } private void checkPermission(CustomerBO customerBO, UserContext userContext, CustomerStatus newStatus, CustomerStatusFlag statusFlag) throws CustomerException { Short statusFlagId = null; if (statusFlag != null) { statusFlagId = statusFlag.getValue(); } if (null != customerBO.getPersonnel()) { this.customerDao.checkPermissionForStatusChange(newStatus.getValue(), userContext, statusFlagId, customerBO.getOfficeId(), customerBO.getPersonnel().getPersonnelId()); } else { this.customerDao.checkPermissionForStatusChange(newStatus.getValue(), userContext, statusFlagId, customerBO.getOfficeId(), userContext.getId()); } } @Override public final void updateCenterStatus(CenterBO center, CustomerStatus newStatus, CustomerStatusFlag customerStatusFlag, CustomerNoteEntity customerNote) throws CustomerException { if (newStatus.isCenterInActive()) { center.validateChangeToInActive(); List<CustomerDto> clientsThatAreNotClosedOrCanceled = this.customerDao .findClientsThatAreNotCancelledOrClosed(center.getSearchId(), center.getOffice().getOfficeId()); List<CustomerDto> groupsThatAreNotClosedOrCancelled = this.customerDao .findGroupsThatAreNotCancelledOrClosed(center.getSearchId(), center.getOffice().getOfficeId()); if (clientsThatAreNotClosedOrCanceled.size() > 0 || groupsThatAreNotClosedOrCancelled.size() > 0) { final String errorMessage = messageLookupHelper.lookupLabel(ConfigurationConstants.GROUP); throw new CustomerException(CustomerConstants.ERROR_STATE_CHANGE_EXCEPTION, new Object[] { errorMessage }); } } else if (newStatus.isCenterActive()) { center.validateChangeToActive(); center.validateLoanOfficerIsActive(); } CustomerStatusFlagEntity customerStatusFlagEntity = populateCustomerStatusFlag(customerStatusFlag); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(center); center.updateCustomerStatus(newStatus, customerNote, customerStatusFlagEntity); customerDao.save(center); hibernateTransactionHelper.commitTransaction(); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } @Override public final void updateGroupStatus(GroupBO group, CustomerStatus oldStatus, CustomerStatus newStatus, CustomerStatusFlag customerStatusFlag, CustomerNoteEntity customerNote) throws CustomerException { validateChangeOfStatusForGroup(group, oldStatus, newStatus); CustomerStatusFlagEntity customerStatusFlagEntity = populateCustomerStatusFlag(customerStatusFlag); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(group); if (group.isActiveForFirstTime(oldStatus.getValue(), newStatus.getValue())) { group.setCustomerActivationDate(new DateTime().toDate()); group.updateCustomerHierarchy(); CalendarEvent applicableCalendarEvents = this.holidayDao .findCalendarEventsForThisYearAndNext(group.getOfficeId()); group.regenerateCustomerFeeSchedule(applicableCalendarEvents); } Set<CustomerBO> groupChildren = group.getChildren(); if (oldStatus.isGroupPending() && newStatus.isGroupCancelled() && groupChildren != null) { for (CustomerBO child : groupChildren) { ClientBO client = (ClientBO) child; if (client.isPending()) { client.setUserContext(group.getUserContext()); hibernateTransactionHelper.beginAuditLoggingFor(client); client.updateCustomerStatus(CustomerStatus.CLIENT_PARTIAL); customerDao.save(client); } } } group.updateCustomerStatus(newStatus, customerNote, customerStatusFlagEntity); customerDao.save(group); hibernateTransactionHelper.commitTransaction(); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } private CustomerStatusFlagEntity populateCustomerStatusFlag(CustomerStatusFlag customerStatusFlag) throws CustomerException { CustomerStatusFlagEntity customerStatusFlagEntity = null; if (customerStatusFlag != null) { try { customerStatusFlagEntity = legacyMasterDao.getPersistentObject(CustomerStatusFlagEntity.class, customerStatusFlag.getValue()); } catch (PersistenceException e) { throw new CustomerException(e); } } return customerStatusFlagEntity; } private void validateChangeOfStatusForGroup(GroupBO group, CustomerStatus oldStatus, CustomerStatus newStatus) throws CustomerException { if (newStatus.isGroupActive()) { group.validateGroupCanBeActive(); } if (newStatus.isGroupClosed()) { group.validateNoActiveAccountExist(); List<CustomerDto> clientsThatAreNotClosedOrCanceled = this.customerDao .findClientsThatAreNotCancelledOrClosed(group.getSearchId(), group.getOffice().getOfficeId()); if (clientsThatAreNotClosedOrCanceled.size() > 0) { throw new CustomerException(CustomerConstants.ERROR_STATE_CHANGE_EXCEPTION, new Object[] { ApplicationContextProvider.getBean(MessageLookup.class) .lookupLabel(ConfigurationConstants.CLIENT) }); } } if (oldStatus.isGroupCancelled() && newStatus.isGroupPartial()) { if (group.getParentCustomer() != null && group.getParentCustomer().getCustomerId() != null) { group.validateTransitionFromCancelledToPartialIsAllowedBasedOnCenter(); } else { this.officeDao.validateBranchIsActiveWithNoActivePersonnel(group.getOffice().getOfficeId(), group.getUserContext()); } } } @Override public final void updateClientStatus(ClientBO client, CustomerStatus oldStatus, CustomerStatus newStatus, CustomerStatusFlag customerStatusFlag, CustomerNoteEntity customerNote) throws CustomerException { PersonnelBO loggedInUser = this.personnelDao.findPersonnelById(client.getUserContext().getId()); handeClientChangeOfStatus(client, newStatus); CustomerStatusFlagEntity customerStatusFlagEntity = populateCustomerStatusFlag(customerStatusFlag); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(client); client.clearCustomerFlagsIfApplicable(oldStatus, newStatus); client.updateCustomerStatus(newStatus); changeStatus(client, oldStatus, newStatus); if (customerStatusFlagEntity != null) { client.addCustomerFlag(customerStatusFlagEntity); } client.addCustomerNotes(customerNote); this.handleChangeOfClientStatusToClosedOrCancelled(client, customerStatusFlag, customerNote, loggedInUser); customerDao.save(client); hibernateTransactionHelper.commitTransaction(); } catch (ApplicationException e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new BusinessRuleException(e.getKey(), e); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } private void handleChangeOfClientStatusToClosedOrCancelled(ClientBO client, CustomerStatusFlag customerStatusFlag, CustomerNoteEntity customerNote, PersonnelBO loggedInUser) throws AccountException { if (client.isClosedOrCancelled()) { if (client.isClientUnderGroup()) { CustomerBO parentCustomer = client.getParentCustomer(); client.resetPositions(parentCustomer); parentCustomer.setUserContext(client.getUserContext()); CustomerBO center = parentCustomer.getParentCustomer(); if (center != null) { parentCustomer.resetPositions(center); center.setUserContext(client.getUserContext()); } } CustomerAccountBO customerAccount = client.getCustomerAccount(); if (customerAccount.isOpen()) { customerAccount.setUserContext(client.getUserContext()); customerAccount.changeStatus(AccountState.CUSTOMER_ACCOUNT_INACTIVE, customerStatusFlag.getValue(), customerNote.getComment(), loggedInUser); customerAccount.update(); } } } private void changeStatus(CustomerBO customer, CustomerStatus oldStatus, CustomerStatus newStatus) throws CustomerException { Short oldStatusId = oldStatus.getValue(); Short newStatusId = newStatus.getValue(); if (customer.isClient()) { ClientBO client = (ClientBO) customer; if (client.isActiveForFirstTime(oldStatusId, newStatusId)) { if (client.getParentCustomer() != null) { CustomerHierarchyEntity hierarchy = new CustomerHierarchyEntity(client, client.getParentCustomer()); client.addCustomerHierarchy(hierarchy); } CalendarEvent applicableCalendarEvents = holidayDao .findCalendarEventsForThisYearAndNext(customer.getOfficeId()); List<AccountFeesEntity> accountFees = new ArrayList<AccountFeesEntity>( customer.getCustomerAccount().getAccountFees()); client.getCustomerAccount().createSchedulesAndFeeSchedulesForFirstTimeActiveCustomer(customer, accountFees, customer.getCustomerMeetingValue(), applicableCalendarEvents, new DateMidnight().toDateTime()); client.setCustomerActivationDate(new DateTimeService().getCurrentJavaDateTime()); if (client.getOfferingsAssociatedInCreate() != null) { for (ClientInitialSavingsOfferingEntity clientOffering : client .getOfferingsAssociatedInCreate()) { try { SavingsOfferingBO savingsOffering = savingsProductDao .findById(clientOffering.getSavingsOffering().getPrdOfferingId().intValue()); if (savingsOffering.isActive()) { List<CustomFieldDto> customerFieldsForSavings = new ArrayList<CustomFieldDto>(); client.addAccount(new SavingsBO(client.getUserContext(), savingsOffering, client, AccountState.SAVINGS_ACTIVE, savingsOffering.getRecommendedAmount(), customerFieldsForSavings)); } } catch (AccountException pe) { throw new CustomerException(pe); } } } new SavingsPersistence().persistSavingAccounts(client); try { if (client.getParentCustomer() != null) { List<SavingsBO> savingsList = new CustomerPersistence() .retrieveSavingsAccountForCustomer(client.getParentCustomer().getCustomerId()); if (client.getParentCustomer().getParentCustomer() != null) { savingsList.addAll(new CustomerPersistence().retrieveSavingsAccountForCustomer( client.getParentCustomer().getParentCustomer().getCustomerId())); } for (SavingsBO savings : savingsList) { savings.setUserContext(client.getUserContext()); if (client.getCustomerMeeting().getMeeting() != null) { if (!(savings.getCustomer().getLevel() == CustomerLevel.GROUP && savings.getRecommendedAmntUnit().getId() .equals(RecommendedAmountUnit.COMPLETE_GROUP.getValue()))) { DateTime today = new DateTime().toDateMidnight().toDateTime(); savings.generateDepositAccountActions(client, client.getCustomerMeeting().getMeeting(), applicableCalendarEvents.getWorkingDays(), applicableCalendarEvents.getHolidays(), today); savings.update(); } } } } } catch (PersistenceException pe) { throw new CustomerException(pe); } catch (AccountException ae) { throw new CustomerException(ae); } } } } private void handeClientChangeOfStatus(ClientBO client, CustomerStatus newStatus) throws CustomerException { if (client.getParentCustomer() != null) { CustomerStatus groupStatus = client.getParentCustomer().getStatus(); if ((newStatus.isClientActive() || newStatus.isClientPending()) && client.isClientUnderGroup()) { if (groupStatus.isGroupCancelled()) { throw new CustomerException(ClientConstants.ERRORS_GROUP_CANCELLED, new Object[] { ApplicationContextProvider.getBean(MessageLookup.class) .lookupLabel(ConfigurationConstants.GROUP) }); } if (client.isGroupStatusLower(newStatus.getValue(), groupStatus.getValue())) { throw new CustomerException(ClientConstants.INVALID_CLIENT_STATUS_EXCEPTION); } } } if (newStatus.isClientClosed()) { if (client.isAnyLoanAccountOpen() || client.isAnySavingsAccountOpen()) { throw new CustomerException(CustomerConstants.CUSTOMER_HAS_ACTIVE_ACCOUNTS_EXCEPTION); } } if (newStatus.isClientActive()) { if (client.getPersonnel() == null || client.getPersonnel().getPersonnelId() == null) { throw new CustomerException(ClientConstants.CLIENT_LOANOFFICER_NOT_ASSIGNED); } if (client.getCustomerMeeting() == null || client.getCustomerMeeting().getMeeting() == null) { throw new CustomerException(GroupConstants.MEETING_NOT_ASSIGNED); } } } @Override public final String transferGroupTo(GroupBO group, CenterBO receivingCenter) throws CustomerException { group.validateReceivingCenter(receivingCenter); group.validateNoActiveAccountsExist(); if (group.isDifferentBranch(receivingCenter.getOffice())) { customerDao.validateGroupNameIsNotTakenForOffice(group.getDisplayName(), receivingCenter.getOfficeId()); } CustomerBO oldParent = group.getParentCustomer(); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(group); boolean regenerateSchedules = group.transferTo(receivingCenter); if (oldParent != null) { oldParent.updateDetails(group.getUserContext()); customerDao.save(oldParent); } receivingCenter.updateDetails(group.getUserContext()); customerDao.save(receivingCenter); group.updateDetails(group.getUserContext()); customerDao.save(group); Set<CustomerBO> clients = group.getChildren(); for (CustomerBO client : clients) { client.setUserContext(group.getUserContext()); ((ClientBO) client).handleGroupTransfer(); client.setUpdateDetails(); customerDao.save(client); } hibernateTransactionHelper.flushSession(); GroupBO groupInitialised = group; if (regenerateSchedules) { CalendarEvent calendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(group.getOfficeId()); groupInitialised = customerDao.findGroupBySystemId(group.getGlobalCustNum()); handleChangeInMeetingSchedule(groupInitialised, calendarEvents.getWorkingDays(), calendarEvents.getHolidays()); } hibernateTransactionHelper.commitTransaction(); return groupInitialised.getGlobalCustNum(); } catch (ApplicationException e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new BusinessRuleException(e.getKey(), e); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } @Override public ClientBO transferClientTo(UserContext userContext, Integer groupId, String clientGlobalCustNum, Integer previousClientVersionNo) throws CustomerException { ClientBO client = customerDao.findClientBySystemId(clientGlobalCustNum); client.validateVersion(previousClientVersionNo); client.validateIsSameGroup(groupId); client.updateDetails(userContext); GroupBO receivingGroup = (GroupBO) customerDao.findCustomerById(groupId); client.validateReceivingGroup(receivingGroup); client.validateForActiveAccounts(); client.validateForPeriodicFees(); CustomerBO oldParent = client.getParentCustomer(); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(client); boolean regenerateSchedules = client.transferTo(receivingGroup); if (oldParent != null) { client.resetPositions(oldParent); oldParent.updateDetails(client.getUserContext()); if (oldParent.getParentCustomer() != null) { CustomerBO center = oldParent.getParentCustomer(); client.resetPositions(center); center.setUserContext(client.getUserContext()); } customerDao.save(oldParent); } receivingGroup.updateDetails(client.getUserContext()); customerDao.save(receivingGroup); client.updateDetails(userContext); customerDao.save(client); hibernateTransactionHelper.flushAndClearSession(); if (regenerateSchedules) { client = customerDao.findClientBySystemId(clientGlobalCustNum); CalendarEvent calendarEvents = holidayDao .findCalendarEventsForThisYearAndNext(client.getOfficeId()); handleChangeInMeetingSchedule(client, calendarEvents.getWorkingDays(), calendarEvents.getHolidays()); } hibernateTransactionHelper.commitTransaction(); return client; } catch (ApplicationException e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new BusinessRuleException(e.getKey(), e); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } @Override public void transferClientTo(ClientBO client, OfficeBO receivingBranch) { try { this.hibernateTransactionHelper.startTransaction(); this.hibernateTransactionHelper.beginAuditLoggingFor(client); client.transferToBranch(receivingBranch); if (client.getParentCustomer() != null) { CustomerBO parent = client.getParentCustomer(); parent.incrementChildCount(); } this.hibernateTransactionHelper.flushSession(); client.generateSearchId(); this.customerDao.save(client); if (client.getParentCustomer() != null) { this.customerDao.save(client.getParentCustomer()); } this.hibernateTransactionHelper.commitTransaction(); } catch (ApplicationException e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new BusinessRuleException(e.getKey(), e); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } @Override public final String transferGroupTo(GroupBO group, OfficeBO transferToOffice) throws CustomerException { group.validateNewOffice(transferToOffice); group.validateNoActiveAccountsExist(); customerDao.validateGroupNameIsNotTakenForOffice(group.getDisplayName(), transferToOffice.getOfficeId()); try { hibernateTransactionHelper.startTransaction(); hibernateTransactionHelper.beginAuditLoggingFor(group); group.makeCustomerMovementEntries(transferToOffice); group.setPersonnel(null); if (group.isActive()) { group.setCustomerStatus(new CustomerStatusEntity(CustomerStatus.GROUP_HOLD)); } CustomerBO oldParentOfGroup = group.getParentCustomer(); if (oldParentOfGroup != null) { oldParentOfGroup.incrementChildCount(); customerDao.save(oldParentOfGroup); } this.hibernateTransactionHelper.flushSession(); group.generateSearchId(); group.setUpdateDetails(); customerDao.save(group); Set<CustomerBO> clients = group.getChildren(); if (clients != null) { for (CustomerBO client : clients) { client.setUserContext(group.getUserContext()); ((ClientBO) client).handleGroupTransfer(); client.setUpdateDetails(); customerDao.save(client); } } hibernateTransactionHelper.commitTransaction(); return group.getGlobalCustNum(); } catch (Exception e) { hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { hibernateTransactionHelper.closeSession(); } } @Override public void updateCustomerMeetingSchedule(MeetingBO updatedMeeting, CustomerBO customer) { try { customer.validateIsTopOfHierarchy(); customerDao.checkPermissionForEditMeetingSchedule(updatedMeeting.getUserContext(), customer); CalendarEvent calendarEvents = holidayDao.findCalendarEventsForThisYearAndNext(customer.getOfficeId()); this.hibernateTransactionHelper.startTransaction(); boolean scheduleUpdateRequired = false; CustomerMeetingEntity meetingEntity = customer.getCustomerMeeting(); if (meetingEntity != null) { MeetingBO meeting = customer.getCustomerMeetingValue(); scheduleUpdateRequired = updateMeeting(meeting, updatedMeeting); } else { CustomerMeetingEntity newMeetingEntity = customer.createCustomerMeeting(updatedMeeting); customer.setCustomerMeeting(newMeetingEntity); } customerDao.save(customer); if (scheduleUpdateRequired) { handleChangeInMeetingSchedule(customer, calendarEvents.getWorkingDays(), calendarEvents.getHolidays()); } this.hibernateTransactionHelper.commitTransaction(); } catch (CustomerException e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new BusinessRuleException(e.getKey(), e); } catch (AccountException e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new BusinessRuleException(e.getKey(), e); } finally { this.hibernateTransactionHelper.closeSession(); } } private boolean updateMeeting(final MeetingBO oldMeeting, final MeetingBO updatedDetails) throws CustomerException { boolean isRegenerationOfSchedulesRequired = false; try { if (oldMeeting.isWeekly()) { oldMeeting.setMeetingStartDate(updatedDetails.getMeetingStartDate()); WeekDay dayOfWeek = updatedDetails.getMeetingDetails().getWeekDay(); isRegenerationOfSchedulesRequired = oldMeeting.isDayOfWeekDifferent(dayOfWeek); oldMeeting.update(dayOfWeek.getValue(), updatedDetails.getMeetingPlace()); oldMeeting.update(dayOfWeek, updatedDetails.getMeetingPlace()); } else if (oldMeeting.isDaily()) { isRegenerationOfSchedulesRequired = false; oldMeeting.update(updatedDetails.getMeetingPlace()); } else if (oldMeeting.isMonthlyOnDate()) { isRegenerationOfSchedulesRequired = oldMeeting .isDayOfMonthDifferent(updatedDetails.getMeetingDetails().getDayNumber()); oldMeeting.update(updatedDetails.getMeetingDetails().getDayNumber(), updatedDetails.getMeetingPlace()); } else if (oldMeeting.isMonthly()) { RankOfDay rankOfday = updatedDetails.getMeetingDetails().getWeekRank(); // WeekDay weekOfMonth = WeekDay.getWeekDay(updatedDetails.getMonthWeek()); WeekDay weekOfMonth = updatedDetails.getMeetingDetails().getWeekDay(); isRegenerationOfSchedulesRequired = oldMeeting.isWeekOfMonthDifferent(rankOfday, weekOfMonth); oldMeeting.update(weekOfMonth, rankOfday, updatedDetails.getMeetingPlace()); } } catch (MeetingException me) { throw new CustomerException(me); } return isRegenerationOfSchedulesRequired; } private void handleChangeInMeetingSchedule(CustomerBO customer, final List<Days> workingDays, final List<Holiday> orderedUpcomingHolidays) throws AccountException { boolean lsimEnabled = this.configurationHelper.isLoanScheduleRepaymentIndependentOfCustomerMeetingEnabled(); Set<AccountBO> accounts = customer.getAccounts(); for (AccountBO account : accounts) { if (account instanceof LoanBO && lsimEnabled) { // do not change schedules when LSIm is on for loan accounts } else { account.handleChangeInMeetingSchedule(workingDays, orderedUpcomingHolidays, customer.isTopOfHierarchy()); customerDao.save(account); } } for (CustomerBO child : customer.getChildren()) { handleChangeInMeetingSchedule(child, workingDays, orderedUpcomingHolidays); } } @Override public void removeGroupMembership(ClientBO client, PersonnelBO loanOfficer, CustomerNoteEntity accountNotesEntity, Short localeId) { if (client.hasActiveLoanAccounts()) { throw new BusinessRuleException(CustomerConstants.CLIENT_HAS_ACTIVE_ACCOUNTS_EXCEPTION); } if (client.getParentCustomer() != null) { boolean glimEnabled = getConfigurationPersistence().isGlimEnabled(); if (glimEnabled) { if (customerIsMemberOfAnyExistingGlimLoanAccount(client, client.getParentCustomer())) { throw new BusinessRuleException(CustomerConstants.GROUP_HAS_ACTIVE_ACCOUNTS_EXCEPTION); } } else if (client.getParentCustomer().hasActiveLoanAccounts()) { // not glim - then disallow removing client from group with active account throw new BusinessRuleException(CustomerConstants.GROUP_HAS_ACTIVE_ACCOUNTS_EXCEPTION); } //Recalculate Group Savings schedules for (SavingsBO savingAccount : client.getParentCustomer().getOpenSavingAccounts()) { if (savingAccount.isMandatory() && savingAccount.isGroupModelWithIndividualAccountability()) { //Get all schedule accounts and set their deposits to zero this.savingsServiceFacade.updateCustomerSchedules(savingAccount.getAccountId(), client.getCustomerId()); } } } try { this.hibernateTransactionHelper.startTransaction(); this.hibernateTransactionHelper.beginAuditLoggingFor(client); client.addCustomerNotes(accountNotesEntity); client.resetPositions(client.getParentCustomer()); client.getParentCustomer().updateDetails(client.getUserContext()); this.customerDao.save(client.getParentCustomer()); this.hibernateTransactionHelper.flushSession(); client.setPersonnel(loanOfficer); client.setParentCustomer(null); client.removeGroupMembership(); client.generateSearchId(); this.customerDao.save(client); this.hibernateTransactionHelper.commitTransaction(); } catch (Exception e) { this.hibernateTransactionHelper.rollbackTransaction(); throw new MifosRuntimeException(e); } finally { this.hibernateTransactionHelper.closeSession(); } } private boolean customerIsMemberOfAnyExistingGlimLoanAccount(CustomerBO customerToRemoveFromGroup, CustomerBO customerWithActiveAccounts) { List<AccountBO> activeLoanAccounts = customerDao.findGLIMLoanAccountsApplicableTo( customerToRemoveFromGroup.getCustomerId(), customerWithActiveAccounts.getCustomerId()); for (int i = activeLoanAccounts.size() - 1; i >= 0; i--) { AccountBO glim = activeLoanAccounts.get(i); if (glim.getAccountState().isLoanClosedObligationsMet() || glim.getAccountState().isLoanClosedWrittenOff() || glim.getAccountState().isLoanClosedReschedule() || glim.getAccountState().isLoanCanceled()) { activeLoanAccounts.remove(i); } } return !activeLoanAccounts.isEmpty(); } public void setConfigurationHelper(MifosConfigurationHelper configurationHelper) { this.configurationHelper = configurationHelper; } }