MIFOSX-97: some changes around loan officer reassingment capability for loans.

mifosng-db/patches/patch-0013-loan_officer_reassignment_history.sql

@@ -1,3 +1,4 @@
+drop table `m_loan_officer_assignment_history`;
 CREATE TABLE `m_loan_officer_assignment_history` (
 `id` bigint(20) NOT NULL AUTO_INCREMENT,
 `loan_id` bigint(20) NOT NULL ,

mifosng-provider/src/main/java/org/mifosng/platform/api/commands/BulkLoanReassignmentCommand.java

@@ -13,11 +13,12 @@ public class BulkLoanReassignmentCommand {
 
 	private final String[] loans;
 
-	public BulkLoanReassignmentCommand(Long fromLoanOfficerId,
-			Long toLoanOfficerId, LocalDate assignmentDate, String[] loans) {
+	public BulkLoanReassignmentCommand(final Long fromLoanOfficerId,
+			final Long toLoanOfficerId, final LocalDate assignmentDate,
+			final String[] loans) {
 		this.fromLoanOfficerId = fromLoanOfficerId;
 		this.toLoanOfficerId = toLoanOfficerId;
-        this.assignmentDate = assignmentDate;
+		this.assignmentDate = assignmentDate;
 		this.loans = loans;
 	}
 

mifosng-provider/src/main/java/org/mifosng/platform/loan/domain/Loan.java

@@ -149,7 +149,7 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 
     @LazyCollection(LazyCollectionOption.FALSE)
     @OneToMany(cascade =  CascadeType.ALL, mappedBy = "loan", orphanRemoval = true)
-    private Set<LoanOfficerAssignmentHistory> loanOfficerAssignmentHistorySet;
+    private Set<LoanOfficerAssignmentHistory> loanOfficerHistory;
 
 	// see
 	// http://stackoverflow.com/questions/4334970/hibernate-cannot-simultaneously-fetch-multiple-bags
@@ -188,7 +188,7 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 		this.loanProduct = null;
 		this.loanRepaymentScheduleDetail = null;
         this.charges = null;
-        this.loanOfficerAssignmentHistorySet = null;
+        this.loanOfficerHistory = null;
 	}
 
 	private Loan(
@@ -214,7 +214,7 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 		} else {
 			this.charges = null;
 		}
-        this.loanOfficerAssignmentHistorySet = null;
+        this.loanOfficerHistory = null;
 	}
 
 	private Loan(
@@ -240,7 +240,7 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 		} else {
 			this.charges = null;
 		}
-        this.loanOfficerAssignmentHistorySet = null;
+        this.loanOfficerHistory = null;
 	}
 
 	private BigDecimal deriveSumTotalOfChargesDueAtDisbursement() {
@@ -669,15 +669,14 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 		}
 	}
 
-	public void approve(final LocalDate approvedOn,
-			LoanLifecycleStateMachine loanLifecycleStateMachine) {
+	public void approve(final LocalDate approvedOn, final LoanLifecycleStateMachine loanLifecycleStateMachine) {
 		
-		LoanStatus statusEnum = loanLifecycleStateMachine.transition(LoanEvent.LOAN_APPROVED, LoanStatus.fromInt(this.loanStatus));
+		final LoanStatus statusEnum = loanLifecycleStateMachine.transition(LoanEvent.LOAN_APPROVED, LoanStatus.fromInt(this.loanStatus));
 		this.loanStatus = statusEnum.getValue();
 		
 		this.approvedOnDate = approvedOn.toDateTimeAtCurrentTime().toDate();
 
-		LocalDate submittalDate = new LocalDate(this.submittedOnDate);
+		final LocalDate submittalDate = new LocalDate(this.submittedOnDate);
 		if (approvedOn.isBefore(submittalDate)) {
 			final String errorMessage = "The date on which a loan is approved cannot be before its submittal date: "
 					+ submittalDate.toString();
@@ -692,22 +691,20 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 					getApprovedOnDate());
 		}
 
-        if (this.loanofficer != null){
-            LoanOfficerAssignmentHistory loanOfficerAssignmentHistory =
-                    LoanOfficerAssignmentHistory.createNew(this, this.loanofficer, approvedOn);
-            this.loanOfficerAssignmentHistorySet.add(loanOfficerAssignmentHistory);
+        if (this.loanofficer != null) {
+            final LoanOfficerAssignmentHistory loanOfficerAssignmentHistory = LoanOfficerAssignmentHistory.createNew(this, this.loanofficer, approvedOn);
+            this.loanOfficerHistory.add(loanOfficerAssignmentHistory);
         }
-
 	}
 
 	public void undoApproval(LoanLifecycleStateMachine loanLifecycleStateMachine) {
 		
-		LoanStatus statusEnum = loanLifecycleStateMachine.transition(LoanEvent.LOAN_APPROVAL_UNDO, LoanStatus.fromInt(this.loanStatus));
+		final LoanStatus statusEnum = loanLifecycleStateMachine.transition(LoanEvent.LOAN_APPROVAL_UNDO, LoanStatus.fromInt(this.loanStatus));
 		this.loanStatus = statusEnum.getValue();
 		
 		this.approvedOnDate = null;
 
-        this.loanOfficerAssignmentHistorySet.clear();
+        this.loanOfficerHistory.clear();
 	}
 
 	public void disburseWithModifiedRepaymentSchedule(
@@ -1601,31 +1598,35 @@ public class Loan extends AbstractAuditableCustom<AppUser, Long> {
 		return this.loanRepaymentScheduleDetail.getCurrency();
 	}
 
-	public void updateLoanOfficer(final Staff newLoanOfficer, final LocalDate assignmentDate) {
-        boolean createNewLoanOfficerAssignmentHistoryRecord = true;
-        for (LoanOfficerAssignmentHistory lastLoanOfficerAssignmentHistoryRecord : this.loanOfficerAssignmentHistorySet){
-            if (lastLoanOfficerAssignmentHistoryRecord.getEndDate() == null){
-                if (this.loanofficer.identifiedBy(newLoanOfficer)){
-                    lastLoanOfficerAssignmentHistoryRecord.updateStartDate(assignmentDate);
-                    createNewLoanOfficerAssignmentHistoryRecord = false;
-                } else if (lastLoanOfficerAssignmentHistoryRecord.getStartDate().isEqual(assignmentDate)){
-                    lastLoanOfficerAssignmentHistoryRecord.updateLoanOfficer(newLoanOfficer);
-                    createNewLoanOfficerAssignmentHistoryRecord = false;
-                } else if (assignmentDate.isBefore(lastLoanOfficerAssignmentHistoryRecord.getStartDate())){
-                    throw new LoanOfficerAssignmentException(this.getId(), assignmentDate);
-                } else {
-                    lastLoanOfficerAssignmentHistoryRecord.updateEndDate(assignmentDate);
-                }
-                break;
-            }
+	public void reassignLoanOfficer(final Staff newLoanOfficer, final LocalDate assignmentDate) {
+		
+        final LoanOfficerAssignmentHistory latestHistoryRecord = findLatestIncompleteHistoryRecord();
+        
+        if (this.loanofficer.identifiedBy(newLoanOfficer)) {
+        	latestHistoryRecord.updateStartDate(assignmentDate);
+        } else if (latestHistoryRecord.matchesStartDateOf(assignmentDate)) {
+        	latestHistoryRecord.updateLoanOfficer(newLoanOfficer);
+        	this.loanofficer = newLoanOfficer;
+        } else if (latestHistoryRecord.hasStartDateBefore(assignmentDate)) {
+            throw new LoanOfficerAssignmentException(this.getId(), assignmentDate);
+        } else {
+        	// loan officer correctly changed from previous loan officer to new loan officer
+        	latestHistoryRecord.updateEndDate(assignmentDate);
+        	
+        	this.loanofficer = newLoanOfficer;
+        	final LoanOfficerAssignmentHistory loanOfficerAssignmentHistory = LoanOfficerAssignmentHistory.createNew(this, this.loanofficer, assignmentDate);
+            this.loanOfficerHistory.add(loanOfficerAssignmentHistory);
         }
+	}
 
-        if (createNewLoanOfficerAssignmentHistoryRecord){
-            LoanOfficerAssignmentHistory loanOfficerAssignmentHistory =
-                    LoanOfficerAssignmentHistory.createNew(this, this.loanofficer, assignmentDate);
-            this.loanOfficerAssignmentHistorySet.add(loanOfficerAssignmentHistory);
-        }
-
-        this.loanofficer = newLoanOfficer;
+	private LoanOfficerAssignmentHistory findLatestIncompleteHistoryRecord() {
+		
+		LoanOfficerAssignmentHistory latestRecordWithNoEndDate = null;
+		for (LoanOfficerAssignmentHistory historyRecord : this.loanOfficerHistory){
+			if (historyRecord.isCurrentRecord()) {
+				latestRecordWithNoEndDate = historyRecord;
+			}
+		}
+		return latestRecordWithNoEndDate;
 	}
 }

mifosng-provider/src/main/java/org/mifosng/platform/loan/domain/LoanOfficerAssignmentHistory.java

@@ -1,6 +1,5 @@
 package org.mifosng.platform.loan.domain;
 
-
 import org.joda.time.LocalDate;
 import org.mifosng.platform.infrastructure.AbstractAuditableCustom;
 import org.mifosng.platform.staff.domain.Staff;
@@ -19,7 +18,7 @@ import java.util.Date;
 @Table(name = "m_loan_officer_assignment_history")
 public class LoanOfficerAssignmentHistory extends AbstractAuditableCustom<AppUser, Long> {
 
-    @SuppressWarnings("unused")
+	@SuppressWarnings("unused")
     @ManyToOne
     @JoinColumn(name = "loan_id", nullable = false)
     private Loan loan;
@@ -33,54 +32,50 @@ public class LoanOfficerAssignmentHistory extends AbstractAuditableCustom<AppUse
     @Column(name = "start_date")
     private Date startDate;
 
-    @SuppressWarnings("unused")
-    @Temporal(TemporalType.DATE)
+	@Temporal(TemporalType.DATE)
     @Column(name = "end_date")
     private Date endDate;
 
-    public static LoanOfficerAssignmentHistory createNew(Loan loan, Staff loanOfficer,
-                                                         LocalDate startDate){
+    public static LoanOfficerAssignmentHistory createNew(final Loan loan, final Staff loanOfficer, final LocalDate startDate) {
         return new LoanOfficerAssignmentHistory(loan, loanOfficer, startDate.toDate(), null);
     }
 
-    @SuppressWarnings("unused")
     protected LoanOfficerAssignmentHistory() {
-        this.loan = null;
-        this.loanOfficer = null;
-        this.startDate = null;
-        this.endDate = null;
+    	//
     }
 
-    private LoanOfficerAssignmentHistory(Loan loan, Staff loanOfficer,
-                                        Date startDate, Date endDate) {
+    private LoanOfficerAssignmentHistory(final Loan loan, final Staff loanOfficer, final Date startDate, final Date endDate) {
         this.loan = loan;
         this.loanOfficer = loanOfficer;
         this.startDate = startDate;
         this.endDate = endDate;
     }
 
-    public Loan getLoan() {
-        return loan;
-    }
-
-    public LocalDate getStartDate() {
-        return new LocalDate(startDate);
-    }
-
-    public Date getEndDate() {
-        return endDate;
-    }
-
     public void updateLoanOfficer(Staff loanOfficer) {
         this.loanOfficer = loanOfficer;
     }
 
-    public void updateStartDate(LocalDate startDate){
+    public void updateStartDate(LocalDate startDate) {
         this.startDate = startDate.toDate();
     }
 
-    public void updateEndDate(LocalDate endDate){
+    public void updateEndDate(LocalDate endDate) {
         this.endDate = endDate.toDate();
     }
 
-}
+	public boolean matchesStartDateOf(final LocalDate matchingDate) {
+		return getStartDate().isEqual(matchingDate);
+	}
+	
+	private LocalDate getStartDate() {
+		return new LocalDate(startDate);
+	}
+
+	public boolean hasStartDateBefore(final LocalDate matchingDate) {
+		return matchingDate.isBefore(getStartDate());
+	}
+
+	public boolean isCurrentRecord() {
+		return this.endDate == null;
+	}
+}

mifosng-provider/src/main/java/org/mifosng/platform/loan/service/LoanWritePlatformServiceJpaRepositoryImpl.java

@@ -754,7 +754,7 @@ public class LoanWritePlatformServiceJpaRepositoryImpl implements LoanWritePlatf
                 throw new LoanOfficerAssignmentException(loan.getId(), fromLoanOfficer.getId());
             }
 
-            loan.updateLoanOfficer(toLoanOfficer, command.getAssignmentDate());
+            loan.reassignLoanOfficer(toLoanOfficer, command.getAssignmentDate());
             this.loanRepository.save(loan);
         }
 

mifosng-provider/src/main/java/org/mifosng/platform/staff/domain/Staff.java

@@ -91,7 +91,7 @@ public class Staff extends AbstractAuditableCustom<AppUser, Long> {
 		return loanOfficerFlag;
 	}
 
-	public boolean identifiedBy(Staff staff) {
+	public boolean identifiedBy(final Staff staff) {
 		return getId().equals(staff.getId());
 	}
 }