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MIFOSX-811: ensure undo disbursement regenerated schedule when expected and actual disbursement dates are different.

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This commit is contained in:
Keith Woodlock
2013-12-03 15:07:56 +00:00
parent 2c74e0cdfe
commit 046b9aaf2d
2 changed files with 68 additions and 36 deletions
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mifosng-provider/src/main/java/org/mifosplatform/portfolio/loanaccount/domain/Loan.java
+46 -31
View File
@@ -449,7 +449,8 @@ public class Loan extends AbstractPersistable<Long> {
loanCharge.update(chargeAmt, loanCharge.getDueLocalDate(), amount, repaymentScheduleDetail().getNumberOfRepayments(),
totalChargeAmt);
// NOTE: must add new loan charge to set of loan charges before reporcessing the repayment schedule.
// NOTE: must add new loan charge to set of loan charges before
// reporcessing the repayment schedule.
setOfLoanCharges().add(loanCharge);
final LoanRepaymentScheduleTransactionProcessor loanRepaymentScheduleTransactionProcessor = this.transactionProcessorFactory
@@ -480,11 +481,11 @@ public class Loan extends AbstractPersistable<Long> {
* Creates a loanTransaction for "Apply Charge Event" with transaction date
* set to "suppliedTransactionDate". The newly created transaction is also
* added to the Loan on which this method is called.
*
*
* If "suppliedTransactionDate" is not passed Id, the transaction date is
* set to the loans due date if the due date is lesser than todays date. If
* not, the transaction date is set to todays date
*
*
* @param loanCharge
* @param suppliedTransactionDate
* @return
@@ -520,7 +521,7 @@ public class Loan extends AbstractPersistable<Long> {
}
private void handleChargePaidTransaction(final LoanCharge charge, final LoanTransaction chargesPayment,
final LoanLifecycleStateMachine loanLifecycleStateMachine, Integer installmentNumber) {
final LoanLifecycleStateMachine loanLifecycleStateMachine, final Integer installmentNumber) {
chargesPayment.updateLoan(this);
final LoanChargePaidBy loanChargePaidBy = new LoanChargePaidBy(chargesPayment, charge, chargesPayment.getAmount(getCurrency())
.getAmount());
@@ -538,7 +539,7 @@ public class Loan extends AbstractPersistable<Long> {
if (installmentNumber == null && charge.isDueForCollectionFromAndUpToAndIncluding(startDate, installment.getDueDate())) {
chargePaymentInstallments.add(installment);
break;
}else if(installmentNumber != null && installment.getInstallmentNumber().equals(installmentNumber)){
} else if (installmentNumber != null && installment.getInstallmentNumber().equals(installmentNumber)) {
chargePaymentInstallments.add(installment);
break;
}
@@ -604,7 +605,7 @@ public class Loan extends AbstractPersistable<Long> {
* TODO Vishwas Currently we do not allow removing a loan charge
* after a loan is approved (hence there is no need to adjust any
* loan transactions).
*
*
* Consider removing this block of code or logically completing it
* for the future by getting the list of affected Transactions
***/
@@ -662,7 +663,7 @@ public class Loan extends AbstractPersistable<Long> {
* TODO Vishwas Currently we do not allow waiving updating loan
* charge after a loan is approved (hence there is no need to adjust
* any loan transactions).
*
*
* Consider removing this block of code or logically completing it
* for the future by getting the list of affected Transactions
***/
@@ -707,8 +708,7 @@ public class Loan extends AbstractPersistable<Long> {
* @return
*/
public BigDecimal getTotalInterest() {
return this.loanSummaryWrapper.calculateTotalInterestCharged(
this.repaymentScheduleInstallments, getCurrency()).getAmount();
return this.loanSummaryWrapper.calculateTotalInterestCharged(this.repaymentScheduleInstallments, getCurrency()).getAmount();
}
private BigDecimal calculatePerInstallmentChargeAmount(final LoanCharge loanCharge) {
@@ -729,7 +729,7 @@ public class Loan extends AbstractPersistable<Long> {
* @param installment
* @return
*/
private Money calculateInstallmentChargeAmount(final ChargeCalculationType calculationType, final BigDecimal percentage,
private Money calculateInstallmentChargeAmount(final ChargeCalculationType calculationType, final BigDecimal percentage,
final LoanRepaymentScheduleInstallment installment) {
Money amount = Money.zero(getCurrency());
Money percentOf = Money.zero(getCurrency());
@@ -751,8 +751,8 @@ public class Loan extends AbstractPersistable<Long> {
}
public LoanTransaction waiveLoanCharge(final LoanCharge loanCharge, final LoanLifecycleStateMachine loanLifecycleStateMachine,
final Map<String, Object> changes, final List<Long> existingTransactionIds, final List<Long> existingReversedTransactionIds,
Integer loanInstallmentNumber) {
final Map<String, Object> changes, final List<Long> existingTransactionIds, final List<Long> existingReversedTransactionIds,
final Integer loanInstallmentNumber) {
validateLoanIsNotClosed(loanCharge);
@@ -790,7 +790,7 @@ public class Loan extends AbstractPersistable<Long> {
* TODO Vishwas Currently we do not allow waiving fully paid loan
* charge and waiving partially paid loan charges only waives the
* remaining amount.
*
*
* Consider removing this block of code or logically completing it
* for the future by getting the list of affected Transactions
***/
@@ -894,7 +894,7 @@ public class Loan extends AbstractPersistable<Long> {
public void updateLoanSchedule(final LoanScheduleModel modifiedLoanSchedule) {
clearInstallmentLoanCharge();
this.repaymentScheduleInstallments.clear();
for (final LoanScheduleModelPeriod scheduledLoanInstallment : modifiedLoanSchedule.getPeriods()) {
if (scheduledLoanInstallment.isRepaymentPeriod()) {
@@ -909,12 +909,12 @@ public class Loan extends AbstractPersistable<Long> {
updateLoanScheduleDependentDerivedFields();
updateLoanSummaryDerivedFields();
}
private void clearInstallmentLoanCharge(){
for(LoanCharge loanCharge:setOfLoanCharges()){
if(loanCharge.isInstalmentFee()){
private void clearInstallmentLoanCharge() {
for (final LoanCharge loanCharge : setOfLoanCharges()) {
if (loanCharge.isInstalmentFee()) {
loanCharge.clearLoanInstallmentCharges();
}
}
@@ -1669,7 +1669,10 @@ public class Loan extends AbstractPersistable<Long> {
return chargesPayment;
}
public Map<String, Object> undoDisbursal(final List<Long> existingTransactionIds, final List<Long> existingReversedTransactionIds) {
public Map<String, Object> undoDisbursal(final LoanScheduleGeneratorFactory loanScheduleFactory,
final ApplicationCurrency applicationCurrency, final List<Long> existingTransactionIds,
final List<Long> existingReversedTransactionIds, final LocalDate calculatedRepaymentsStartingFromDate,
final boolean isHolidayEnabled, final List<Holiday> holidays, final WorkingDays workingDays) {
final Map<String, Object> actualChanges = new LinkedHashMap<String, Object>();
@@ -1680,6 +1683,17 @@ public class Loan extends AbstractPersistable<Long> {
this.loanStatus = statusEnum.getValue();
actualChanges.put("status", LoanEnumerations.status(this.loanStatus));
final LocalDate actualDisbursementDate = getDisbursementDate();
if (isRepaymentScheduleRegenerationRequiredForDisbursement(actualDisbursementDate)) {
// clear off actual disbusrement date so schedule regeneration
// uses expected date.
this.actualDisbursementDate = null;
this.disbursedBy = null;
regenerateRepaymentSchedule(loanScheduleFactory, applicationCurrency, calculatedRepaymentsStartingFromDate,
isHolidayEnabled, holidays, workingDays);
}
this.actualDisbursementDate = null;
this.disbursedBy = null;
actualChanges.put("actualDisbursementDate", "");
@@ -1757,7 +1771,7 @@ public class Loan extends AbstractPersistable<Long> {
public void makeChargePayment(final Long chargeId, final LoanLifecycleStateMachine loanLifecycleStateMachine,
final List<Long> existingTransactionIds, final List<Long> existingReversedTransactionIds,
final boolean allowTransactionsOnHoliday, final List<Holiday> holidays, final WorkingDays workingDays,
final boolean allowTransactionsOnNonWorkingDay, final LoanTransaction paymentTransaction, Integer installmentNumber) {
final boolean allowTransactionsOnNonWorkingDay, final LoanTransaction paymentTransaction, final Integer installmentNumber) {
validateActivityNotBeforeClientOrGroupTransferDate(LoanEvent.LOAN_CHARGE_PAYMENT, paymentTransaction.getTransactionDate());
validateRepaymentDateIsOnHoliday(paymentTransaction.getTransactionDate(), allowTransactionsOnHoliday, holidays);
@@ -2995,22 +3009,23 @@ public class Loan extends AbstractPersistable<Long> {
public Set<LoanCharge> charges() {
return this.charges;
}
public Set<LoanInstallmentCharge> generateInstallmentLoanCharges(final LoanCharge loanCharge){
Set<LoanInstallmentCharge> loanChargePerInstallments = new HashSet<LoanInstallmentCharge>();
if(loanCharge.isInstalmentFee()){
public Set<LoanInstallmentCharge> generateInstallmentLoanCharges(final LoanCharge loanCharge) {
final Set<LoanInstallmentCharge> loanChargePerInstallments = new HashSet<LoanInstallmentCharge>();
if (loanCharge.isInstalmentFee()) {
for (final LoanRepaymentScheduleInstallment installment : this.repaymentScheduleInstallments) {
BigDecimal amount = BigDecimal.ZERO;
if(loanCharge.getChargeCalculation().isFlat()){
amount = loanCharge.amount().divide(BigDecimal.valueOf(repaymentScheduleDetail().getNumberOfRepayments()));
}else{
amount = calculateInstallmentChargeAmount(loanCharge.getChargeCalculation(), loanCharge.getPercentage(), installment).getAmount();
if (loanCharge.getChargeCalculation().isFlat()) {
amount = loanCharge.amount().divide(BigDecimal.valueOf(repaymentScheduleDetail().getNumberOfRepayments()));
} else {
amount = calculateInstallmentChargeAmount(loanCharge.getChargeCalculation(), loanCharge.getPercentage(), installment)
.getAmount();
}
LoanInstallmentCharge loanInstallmentCharge = new LoanInstallmentCharge(amount, loanCharge, installment);
final LoanInstallmentCharge loanInstallmentCharge = new LoanInstallmentCharge(amount, loanCharge, installment);
loanChargePerInstallments.add(loanInstallmentCharge);
}
}
return loanChargePerInstallments;
}
}
mifosng-provider/src/main/java/org/mifosplatform/portfolio/loanaccount/service/LoanWritePlatformServiceJpaRepositoryImpl.java
+22 -5
View File
@@ -434,9 +434,28 @@ public class LoanWritePlatformServiceJpaRepositoryImpl implements LoanWritePlatf
final Loan loan = this.loanAssembler.assembleFrom(loanId);
checkClientOrGroupActive(loan);
removeLoanCycle(loan);
//
final MonetaryCurrency currency = loan.getCurrency();
final ApplicationCurrency applicationCurrency = this.applicationCurrencyRepository.findOneWithNotFoundDetection(currency);
final CalendarInstance calendarInstance = this.calendarInstanceRepository.findCalendarInstaneByLoanId(loan.getId(),
CalendarEntityType.LOANS.getValue());
final LocalDate actualDisbursementDate = loan.getDisbursementDate();
final LocalDate calculatedRepaymentsStartingFromDate = getCalculatedRepaymentsStartingFromDate(actualDisbursementDate, loan,
calendarInstance);
final boolean isHolidayEnabled = this.configurationDomainService.isRescheduleRepaymentsOnHolidaysEnabled();
final List<Holiday> holidays = this.holidayRepository.findByOfficeIdAndGreaterThanDate(loan.getOfficeId(),
actualDisbursementDate.toDate());
final WorkingDays workingDays = this.workingDaysRepository.findOne();
final List<Long> existingTransactionIds = new ArrayList<Long>();
final List<Long> existingReversedTransactionIds = new ArrayList<Long>();
final Map<String, Object> changes = loan.undoDisbursal(existingTransactionIds, existingReversedTransactionIds);
final Map<String, Object> changes = loan.undoDisbursal(this.loanScheduleFactory, applicationCurrency, existingTransactionIds,
existingReversedTransactionIds, calculatedRepaymentsStartingFromDate, isHolidayEnabled, holidays, workingDays);
if (!changes.isEmpty()) {
this.loanRepository.saveAndFlush(loan);
this.accountTransfersWritePlatformService.reverseAllTransactions(loanId, PortfolioAccountType.LOAN);
@@ -449,9 +468,6 @@ public class LoanWritePlatformServiceJpaRepositoryImpl implements LoanWritePlatf
}
}
final MonetaryCurrency currency = loan.getCurrency();
final ApplicationCurrency applicationCurrency = this.applicationCurrencyRepository.findOneWithNotFoundDetection(currency);
final Map<String, Object> accountingBridgeData = loan.deriveAccountingBridgeData(applicationCurrency.toData(),
existingTransactionIds, existingReversedTransactionIds);
this.journalEntryWritePlatformService.createJournalEntriesForLoan(accountingBridgeData);
@@ -1621,7 +1637,8 @@ public class LoanWritePlatformServiceJpaRepositoryImpl implements LoanWritePlatf
public void applyChargeForOverdueLoans() throws JobExecutionException {
final Long penaltyWaitPeriodValue = this.configurationDomainService.retrievePenaltyWaitPeriod();
final Collection<OverdueLoanScheduleData> overdueLoanScheduledInstallments = this.loanReadPlatformService.retrieveAllLoansWithOverdueInstallmentsNotAlreadyPenalized(penaltyWaitPeriodValue);
final Collection<OverdueLoanScheduleData> overdueLoanScheduledInstallments = this.loanReadPlatformService
.retrieveAllLoansWithOverdueInstallmentsNotAlreadyPenalized(penaltyWaitPeriodValue);
if (!overdueLoanScheduledInstallments.isEmpty()) {
for (final OverdueLoanScheduleData overdueInstallment : overdueLoanScheduledInstallments) {