Examples of LoanAccountData

org.mifosplatform.portfolio.loanaccount.data.LoanAccountData
Immutable data object representing loan account data.

Examples of org.mifosplatform.portfolio.loanaccount.data.LoanAccountData


        // options
        Collection<StaffData> allowedLoanOfficers = null;
        Collection<CodeValueData> loanCollateralOptions = null;
        Collection<CalendarData> calendarOptions = null;
        LoanAccountData newLoanAccount = null;
        Long officeId = null;


        if (productId != null) {
            newLoanAccount = this.loanReadPlatformService.retrieveLoanProductDetailsTemplate(productId, clientId, groupId);
        }


        if (templateType == null) {
            final String errorMsg = "Loan template type must be provided";
            throw new LoanTemplateTypeRequiredException(errorMsg);
        } else if (templateType.equals("collateral")) {
            loanCollateralOptions = this.codeValueReadPlatformService.retrieveCodeValuesByCode("LoanCollateral");
            newLoanAccount = LoanAccountData.collateralTemplate(loanCollateralOptions);
        } else {
            // for JLG loan both client and group details are required
            if (templateType.equals("individual") || templateType.equals("jlg")) {


                final LoanAccountData loanAccountClientDetails = this.loanReadPlatformService.retrieveClientDetailsTemplate(clientId);


                officeId = loanAccountClientDetails.officeId();


                newLoanAccount = newLoanAccount == null ? loanAccountClientDetails : LoanAccountData.populateClientDefaults(newLoanAccount,
                        loanAccountClientDetails);


                // if it's JLG loan add group details
                if (templateType.equals("jlg")) {
                    final GroupGeneralData group = this.groupReadPlatformService.retrieveOne(groupId);
                    newLoanAccount = LoanAccountData.associateGroup(newLoanAccount, group);
                    calendarOptions = this.loanReadPlatformService.retrieveCalendars(groupId);
                }


            } else if (templateType.equals("group")) {


                final LoanAccountData loanAccountGroupData = this.loanReadPlatformService.retrieveGroupDetailsTemplate(groupId);
                officeId = loanAccountGroupData.groupOfficeId();
                calendarOptions = this.loanReadPlatformService.retrieveCalendars(groupId);
                newLoanAccount = newLoanAccount == null ? loanAccountGroupData : LoanAccountData.populateGroupDefaults(newLoanAccount,
                        loanAccountGroupData);


            } else if (templateType.equals("jlgbulk")) {
                // get group details along with members in that group
                final LoanAccountData loanAccountGroupData = this.loanReadPlatformService.retrieveGroupAndMembersDetailsTemplate(groupId);
                officeId = loanAccountGroupData.groupOfficeId();
                calendarOptions = this.loanReadPlatformService.retrieveCalendars(groupId);
                newLoanAccount = newLoanAccount == null ? loanAccountGroupData : LoanAccountData.populateGroupDefaults(newLoanAccount,
                        loanAccountGroupData);
                if (productId != null) {
                    Map<Long, Integer> memberLoanCycle = new HashMap<>();
                    Collection<ClientData> members = loanAccountGroupData.groupData().clientMembers();
                    for (ClientData clientData : members) {
                        Integer loanCounter = this.loanReadPlatformService.retriveLoanCounter(clientData.id(), productId);
                        memberLoanCycle.put(clientData.id(), loanCounter);
                    }
                    newLoanAccount = LoanAccountData.associateMemberVariations(newLoanAccount, memberLoanCycle);

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Examples of org.mifosplatform.portfolio.loanaccount.data.LoanAccountData

            @DefaultValue("false") @QueryParam("staffInSelectedOfficeOnly") final boolean staffInSelectedOfficeOnly,
            @Context final UriInfo uriInfo) {


        this.context.authenticatedUser().validateHasReadPermission(this.resourceNameForPermissions);


        LoanAccountData loanBasicDetails = this.loanReadPlatformService.retrieveOne(loanId);
        if (loanBasicDetails.isInterestRecalculationEnabled()) {
            Collection<CalendarData> interestRecalculationCalendarDatas = this.calendarReadPlatformService.retrieveCalendarsByEntity(
                    loanBasicDetails.getInterestRecalculationDetailId(), CalendarEntityType.LOAN_RECALCULATION_DETAIL.getValue(), null);
            CalendarData calendarData = null;
            if (!CollectionUtils.isEmpty(interestRecalculationCalendarDatas)) {
                calendarData = interestRecalculationCalendarDatas.iterator().next();
            }
            loanBasicDetails = LoanAccountData.withInterestRecalculationCalendarData(loanBasicDetails, calendarData);
        }


        Collection<LoanTransactionData> loanRepayments = null;
        LoanScheduleData repaymentSchedule = null;
        Collection<LoanChargeData> charges = null;
        Collection<GuarantorData> guarantors = null;
        Collection<CollateralData> collateral = null;
        CalendarData meeting = null;
        Collection<NoteData> notes = null;
        PortfolioAccountData linkedAccount = null;
        Collection<DisbursementData> disbursementData = null;
        Collection<LoanTermVariationsData> emiAmountVariations = null;


        final Set<String> mandatoryResponseParameters = new HashSet<>();
        final Set<String> associationParameters = ApiParameterHelper.extractAssociationsForResponseIfProvided(uriInfo.getQueryParameters());
        if (!associationParameters.isEmpty()) {


            if (associationParameters.contains("all")) {
                associationParameters.addAll(Arrays.asList("repaymentSchedule", "futureSchedule", "originalSchedule", "transactions",
                        "charges", "guarantors", "collateral", "notes", "linkedAccount", "multiDisburseDetails"));
            }


            if (associationParameters.contains("guarantors")) {
                mandatoryResponseParameters.add("guarantors");
                guarantors = this.guarantorReadPlatformService.retrieveGuarantorsForLoan(loanId);
                if (CollectionUtils.isEmpty(guarantors)) {
                    guarantors = null;
                }
            }


            if (associationParameters.contains("transactions")) {
                mandatoryResponseParameters.add("transactions");
                final Collection<LoanTransactionData> currentLoanRepayments = this.loanReadPlatformService.retrieveLoanTransactions(loanId);
                if (!CollectionUtils.isEmpty(currentLoanRepayments)) {
                    loanRepayments = currentLoanRepayments;
                }
            }


            if (associationParameters.contains("multiDisburseDetails") || associationParameters.contains("repaymentSchedule")) {
                mandatoryResponseParameters.add("multiDisburseDetails");
                disbursementData = this.loanReadPlatformService.retrieveLoanDisbursementDetails(loanId);
            }


            if (associationParameters.contains("emiAmountVariations") || associationParameters.contains("repaymentSchedule")) {
                mandatoryResponseParameters.add("emiAmountVariations");
                emiAmountVariations = this.loanReadPlatformService.retrieveLoanTermVariations(loanId,
                        LoanTermVariationType.EMI_AMOUNT.getValue());
            }


            if (associationParameters.contains("repaymentSchedule")) {
                mandatoryResponseParameters.add("repaymentSchedule");


                final RepaymentScheduleRelatedLoanData repaymentScheduleRelatedData = loanBasicDetails.repaymentScheduleRelatedData();
                repaymentSchedule = this.loanReadPlatformService.retrieveRepaymentSchedule(loanId, repaymentScheduleRelatedData,
                        disbursementData, loanBasicDetails.isInterestRecalculationEnabled());


                if (associationParameters.contains("futureSchedule") && loanBasicDetails.isInterestRecalculationEnabled()) {
                    mandatoryResponseParameters.add("futureSchedule");
                    this.calculationPlatformService.updateFutureSchedule(repaymentSchedule, loanId);
                }


                if (associationParameters.contains("originalSchedule") && loanBasicDetails.isInterestRecalculationEnabled()
                        && loanBasicDetails.isActive()) {
                    mandatoryResponseParameters.add("originalSchedule");
                    LoanScheduleData loanScheduleData = this.loanScheduleHistoryReadPlatformService.retrieveRepaymentArchiveSchedule(
                            loanId, repaymentScheduleRelatedData, disbursementData);
                    loanBasicDetails = LoanAccountData.withOriginalSchedule(loanBasicDetails, loanScheduleData);
                }
            }


            if (associationParameters.contains("charges")) {
                mandatoryResponseParameters.add("charges");
                charges = this.loanChargeReadPlatformService.retrieveLoanCharges(loanId);
                if (CollectionUtils.isEmpty(charges)) {
                    charges = null;
                }
            }


            if (associationParameters.contains("collateral")) {
                mandatoryResponseParameters.add("collateral");
                collateral = this.loanCollateralReadPlatformService.retrieveCollaterals(loanId);
                if (CollectionUtils.isEmpty(collateral)) {
                    collateral = null;
                }
            }


            if (associationParameters.contains("meeting")) {
                mandatoryResponseParameters.add("meeting");
                meeting = this.calendarReadPlatformService.retrieveLoanCalendar(loanId);
            }


            if (associationParameters.contains("notes")) {
                mandatoryResponseParameters.add("notes");
                notes = this.noteReadPlatformService.retrieveNotesByResource(loanId, NoteType.LOAN.getValue());
                if (CollectionUtils.isEmpty(notes)) {
                    notes = null;
                }
            }


            if (associationParameters.contains("linkedAccount")) {
                mandatoryResponseParameters.add("linkedAccount");
                linkedAccount = this.accountAssociationsReadPlatformService.retriveLoanAssociation(loanId);
            }


        }


        Collection<LoanProductData> productOptions = null;
        Collection<EnumOptionData> loanTermFrequencyTypeOptions = null;
        Collection<EnumOptionData> repaymentFrequencyTypeOptions = null;
        Collection<TransactionProcessingStrategyData> repaymentStrategyOptions = null;
        Collection<EnumOptionData> interestRateFrequencyTypeOptions = null;
        Collection<EnumOptionData> amortizationTypeOptions = null;
        Collection<EnumOptionData> interestTypeOptions = null;
        Collection<EnumOptionData> interestCalculationPeriodTypeOptions = null;
        Collection<FundData> fundOptions = null;
        Collection<StaffData> allowedLoanOfficers = null;
        Collection<ChargeData> chargeOptions = null;
        ChargeData chargeTemplate = null;
        Collection<CodeValueData> loanPurposeOptions = null;
        Collection<CodeValueData> loanCollateralOptions = null;
        Collection<CalendarData> calendarOptions = null;
        Collection<PortfolioAccountData> accountLinkingOptions = null;


        final boolean template = ApiParameterHelper.template(uriInfo.getQueryParameters());
        if (template) {
            productOptions = this.loanProductReadPlatformService.retrieveAllLoanProductsForLookup();
            loanTermFrequencyTypeOptions = this.dropdownReadPlatformService.retrieveLoanTermFrequencyTypeOptions();
            repaymentFrequencyTypeOptions = this.dropdownReadPlatformService.retrieveRepaymentFrequencyTypeOptions();
            interestRateFrequencyTypeOptions = this.dropdownReadPlatformService.retrieveInterestRateFrequencyTypeOptions();


            amortizationTypeOptions = this.dropdownReadPlatformService.retrieveLoanAmortizationTypeOptions();
            interestTypeOptions = this.dropdownReadPlatformService.retrieveLoanInterestTypeOptions();
            interestCalculationPeriodTypeOptions = this.dropdownReadPlatformService.retrieveLoanInterestRateCalculatedInPeriodOptions();


            fundOptions = this.fundReadPlatformService.retrieveAllFunds();
            repaymentStrategyOptions = this.dropdownReadPlatformService.retreiveTransactionProcessingStrategies();
            chargeOptions = this.chargeReadPlatformService.retrieveLoanAccountApplicableCharges(loanId,
                    new ChargeTimeType[] { ChargeTimeType.OVERDUE_INSTALLMENT });
            chargeTemplate = this.loanChargeReadPlatformService.retrieveLoanChargeTemplate();


            allowedLoanOfficers = this.loanReadPlatformService.retrieveAllowedLoanOfficers(loanBasicDetails.officeId(),
                    staffInSelectedOfficeOnly);


            loanPurposeOptions = this.codeValueReadPlatformService.retrieveCodeValuesByCode("LoanPurpose");
            loanCollateralOptions = this.codeValueReadPlatformService.retrieveCodeValuesByCode("LoanCollateral");
            final CurrencyData currencyData = loanBasicDetails.currency();
            String currencyCode = null;
            if (currencyData != null) {
                currencyCode = currencyData.code();
            }
            final long[] accountStatus = { SavingsAccountStatusType.ACTIVE.getValue() };
            accountLinkingOptions = this.portfolioAccountReadPlatformService.retrieveAllForLookup(PortfolioAccountType.SAVINGS.getValue(),
                    loanBasicDetails.clientId(), currencyCode, accountStatus, DepositAccountType.SAVINGS_DEPOSIT.getValue());


            if (!associationParameters.contains("linkedAccount")) {
                mandatoryResponseParameters.add("linkedAccount");
                linkedAccount = this.accountAssociationsReadPlatformService.retriveLoanAssociation(loanId);
            }
            if (loanBasicDetails.groupId() != null) {
                calendarOptions = this.loanReadPlatformService.retrieveCalendars(loanBasicDetails.groupId());
            }


        }


        Collection<ChargeData> overdueCharges = this.chargeReadPlatformService.retrieveLoanProductCharges(loanBasicDetails.loanProductId(),
                ChargeTimeType.OVERDUE_INSTALLMENT);


        final LoanAccountData loanAccount = LoanAccountData.associationsAndTemplate(loanBasicDetails, repaymentSchedule, loanRepayments,
                charges, collateral, guarantors, meeting, productOptions, loanTermFrequencyTypeOptions, repaymentFrequencyTypeOptions,
                repaymentStrategyOptions, interestRateFrequencyTypeOptions, amortizationTypeOptions, interestTypeOptions,
                interestCalculationPeriodTypeOptions, fundOptions, chargeOptions, chargeTemplate, allowedLoanOfficers, loanPurposeOptions,
                loanCollateralOptions, calendarOptions, notes, accountLinkingOptions, linkedAccount, disbursementData, emiAmountVariations,
                overdueCharges);

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Examples of org.mifosplatform.portfolio.loanaccount.data.LoanAccountData


        this.context.authenticatedUser();


        final ClientData clientAccount = this.clientReadPlatformService.retrieveOne(clientId);
        final LocalDate expectedDisbursementDate = DateUtils.getLocalDateOfTenant();
        LoanAccountData loanTemplateDetails = LoanAccountData.clientDefaults(clientAccount.id(), clientAccount.displayName(),
                clientAccount.officeId(), expectedDisbursementDate);


        if (productId != null) {
            final LoanProductData selectedProduct = this.loanProductReadPlatformService.retrieveLoanProduct(productId);
            loanTemplateDetails = LoanAccountData.populateLoanProductDefaults(loanTemplateDetails, selectedProduct);

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Examples of org.mifosplatform.portfolio.loanaccount.data.LoanAccountData


        this.context.authenticatedUser();


        final GroupGeneralData groupAccount = this.groupReadPlatformService.retrieveOne(groupId);
        final LocalDate expectedDisbursementDate = DateUtils.getLocalDateOfTenant();
        LoanAccountData loanDetails = LoanAccountData.groupDefaults(groupAccount, expectedDisbursementDate);


        if (productId != null) {
            final LoanProductData selectedProduct = this.loanProductReadPlatformService.retrieveLoanProduct(productId);
            loanDetails = LoanAccountData.populateLoanProductDefaults(loanDetails, selectedProduct);
        }

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Examples of org.mifosplatform.portfolio.loanaccount.data.LoanAccountData

            groupAccount = GroupGeneralData.withAssocations(groupAccount, membersOfGroup, groupRoles, calendarsData,
                    collectionMeetingCalendar);
        }


        final LocalDate expectedDisbursementDate = DateUtils.getLocalDateOfTenant();
        LoanAccountData loanDetails = LoanAccountData.groupDefaults(groupAccount, expectedDisbursementDate);


        if (productId != null) {
            final LoanProductData selectedProduct = this.loanProductReadPlatformService.retrieveLoanProduct(productId);
            loanDetails = LoanAccountData.populateLoanProductDefaults(loanDetails, selectedProduct);
        }

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Examples of org.mifosplatform.portfolio.loanaccount.data.LoanAccountData

    }


    @Override
    public LoanTransactionData retrieveLoanWriteoffTemplate(final Long loanId) {


        final LoanAccountData loan = this.retrieveOne(loanId);
        final BigDecimal outstandingLoanBalance = null;
        final LoanTransactionEnumData transactionType = LoanEnumerations.transactionType(LoanTransactionType.WRITEOFF);
        final BigDecimal unrecognizedIncomePortion = null;
        return new LoanTransactionData(null, null, null, transactionType, null, loan.currency(), DateUtils.getLocalDateOfTenant(),
                loan.getTotalOutstandingAmount(), null, null, null, null, null, null, null, null, outstandingLoanBalance,
                unrecognizedIncomePortion);
    }

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