public void Setup()
{
_repaymentService.Settings.Loan = _loan.Copy();
_view.PrincipalMax = _loan.OLB;
_view.PaymentMethods = ServicesProvider.GetInstance().GetPaymentMethodServices().GetAllPaymentMethods();
_view.PaymentTypes = new Dictionary <int, string>
{
{ 0, _translationService.Translate("Normal") },
{ 1, _translationService.Translate("Early") }
};
_view.Title = _loan.Project.Client.Name + " " + _loan.Code;
_balanceString = _translationService.Translate("Available balance: ");
if (ApplicationSettings.GetInstance(User.CurrentUser.Md5).ShowExtraInterestColumn)
{
_view.ShowExtraColumn();
}
if (!ApplicationSettings.GetInstance(User.CurrentUser.Md5).UseMandatorySavingAccount)
{
return;
}
_saving =
(from item in _loan.Project.Client.Savings where item.Product.Code == "default" select item)
.FirstOrDefault();
if (_saving != null)
{
_saving = ServicesProvider.GetInstance().GetSavingServices().GetSaving(_saving.Id);
}
}
public void _compareSavings(ISavingsContract originalSaving, ISavingsContract retrievedSaving)
{
Assert.AreEqual(originalSaving.Id, retrievedSaving.Id);
Assert.AreEqual(originalSaving.InterestRate, retrievedSaving.InterestRate);
Assert.AreEqual(originalSaving.Product.Id, retrievedSaving.Product.Id);
Assert.AreEqual(originalSaving.GetBalance(), retrievedSaving.GetBalance());
Assert.AreEqual(originalSaving.Code, retrievedSaving.Code);
Assert.AreEqual(originalSaving.CreationDate, retrievedSaving.CreationDate);
Assert.AreEqual(originalSaving.Status, retrievedSaving.Status);
Assert.AreEqual(((SavingBookContract)originalSaving).FlatWithdrawFees.HasValue, ((SavingBookContract)retrievedSaving).FlatWithdrawFees.HasValue);
if (((SavingBookContract)originalSaving).FlatWithdrawFees.HasValue)
{
Assert.AreEqual(((SavingBookContract)originalSaving).FlatWithdrawFees.Value, ((SavingBookContract)retrievedSaving).FlatWithdrawFees.Value);
}
Assert.AreEqual(((SavingBookContract)originalSaving).RateWithdrawFees.HasValue, ((SavingBookContract)retrievedSaving).RateWithdrawFees.HasValue);
if (((SavingBookContract)originalSaving).RateWithdrawFees.HasValue)
{
Assert.AreEqual(((SavingBookContract)originalSaving).RateWithdrawFees.Value, ((SavingBookContract)retrievedSaving).RateWithdrawFees.Value);
}
Assert.AreEqual(((SavingBookContract)originalSaving).FlatTransferFees.HasValue, ((SavingBookContract)retrievedSaving).FlatTransferFees.HasValue);
if (((SavingBookContract)originalSaving).FlatTransferFees.HasValue)
{
Assert.AreEqual(((SavingBookContract)originalSaving).FlatTransferFees.Value, ((SavingBookContract)retrievedSaving).FlatTransferFees.Value);
}
Assert.AreEqual(((SavingBookContract)originalSaving).RateTransferFees.HasValue, ((SavingBookContract)retrievedSaving).RateTransferFees.HasValue);
if (((SavingBookContract)originalSaving).RateTransferFees.HasValue)
{
Assert.AreEqual(((SavingBookContract)originalSaving).RateTransferFees.Value,
((SavingBookContract)retrievedSaving).RateTransferFees.Value);
}
}
public virtual SavingEvent CreditTransfer(ISavingsContract from, OCurrency amount, DateTime date, string description)
{
SavingTransferEvent e;
bool ib = Branch.Id != from.Branch.Id; // inter-branch
if (ib)
{
e = new SavingCreditInterBranchTransferEvent();
}
else
{
e = new SavingCreditTransferEvent();
}
e.Description = ib ? "Inter-branch transfer" : "Transfer";
e.RelatedContractCode = from.Code;
e.Amount = amount;
e.Fee = 0;
e.Date = date;
e.User = User.CurrentUser;
e.Description = description;
e.ProductType = Product.GetType();
e.Target = this;
Events.Add(e);
return(e);
}
public override List <SavingEvent> DebitTransfer(OCurrency pAmount, ISavingsContract pCreditAccount, DateTime pDate,
string pDescription, User pUser, bool pIsDesactivateFees)
{
List <SavingEvent> events = new List <SavingEvent>();
SavingDebitTransferEvent transferEvent = new SavingDebitTransferEvent
{
Amount = pAmount,
Date = pDate,
Description = pDescription,
User = pUser,
Cancelable = false,
RelatedContractCode = pCreditAccount.Code,
ProductType = typeof(SavingsBookProduct)
};
events.Add(transferEvent);
Events.Add(transferEvent);
if (Status != OSavingsStatus.Closed && !pIsDesactivateFees)
{
transferEvent.Fee = Product.TransferFeesType == OSavingsFeesType.Flat ? FlatTransferFees : pAmount * RateTransferFees.Value;
}
return(events);
}
public CalculateInterestsStrategy(ISavingsContract pSaving, User pUser, int pWeekEndDay2)
{
if (((SavingBookContract)pSaving).Product.InterestBase == OSavingInterestBase.Daily)
{
_ici = new Accrual.Daily(pSaving, pUser);
}
else if (((SavingBookContract)pSaving).Product.InterestBase == OSavingInterestBase.Monthly)
{
if (((SavingBookContract)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.MinimalAmount)
{
_ici = new Accrual.MinimalAmount.Monthly((SavingBookContract)pSaving, pUser);
}
else if (((SavingBookContract)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.Usage)
{
_ici = new Accrual.MinimalAmount.Monthly((SavingBookContract)pSaving, pUser, true);
}
}
else if (((SavingBookContract)pSaving).Product.InterestBase == OSavingInterestBase.Weekly)
{
if (((SavingBookContract)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.MinimalAmount)
{
_ici = new Accrual.MinimalAmount.Weekly((SavingBookContract)pSaving, pUser, pWeekEndDay2);
}
}
}
public CalculateInterestsStrategy(ISavingsContract pSaving, User pUser, int pWeekEndDay2)
{
if (pSaving is Saving)
{
if (((Saving)pSaving).Product.InterestBase == OSavingInterestBase.Daily)
_ici = new Accrual.Daily(pSaving, pUser);
else if (((Saving)pSaving).Product.InterestBase == OSavingInterestBase.Monthly)
{
if (((Saving)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.MinimalAmount)
_ici = new Accrual.MinimalAmount.Monthly((Saving)pSaving, pUser);
}
else if (((Saving)pSaving).Product.InterestBase == OSavingInterestBase.Weekly)
{
if (((Saving)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.MinimalAmount)
_ici = new Accrual.MinimalAmount.Weekly((Saving)pSaving, pUser, pWeekEndDay2);
}
}
else if (pSaving is SavingDeposit)
{
if (((SavingDeposit)pSaving).Product.InterestFrequency == OTermDepositInterestFrequency.Daily)
_ici = new Accrual.Daily(pSaving, pUser);
else if (((SavingDeposit)pSaving).Product.InterestFrequency == OTermDepositInterestFrequency.Maturity)
_ici = new Accrual.Maturity((SavingDeposit)pSaving, pUser);
}
}
public void SavingServicesAccountAtMaturity(ISavingsContract savingContract, DateTime date, User user)
{
if (savingContract.Rollover == OSavingsRollover.None)
{
CloseAndTransfer(savingContract, savingContract.TransferAccount, date, user,
savingContract.GetBalance(date), true, Teller.CurrentTeller);
}
if (savingContract.Rollover == OSavingsRollover.Principal)
{
DateTime lastMaturity = DateCalculationStrategy.GetLastMaturity(date,
savingContract.Product.Periodicity,
savingContract.NumberOfPeriods);
OCurrency interests = savingContract.Events.Where(
item => item is SavingInterestsPostingEvent &&
item.Date.Date > lastMaturity &&
item.Date.Date <= date
).
Sum(item => item.Amount.Value);
// TODO: replace the fee of zero with a meaningful value
Transfer(TransferAccount, interests, 0, date, "Transfer interests");
}
}
public SavingsOperationForm(ISavingsContract pSaving, OSavingsOperation pDirections)
{
InitializeComponent();
_bookingDirection = pDirections;
_saving = pSaving;
SwitchBookingDirection();
Initialize();
}
public SavingsOperationForm(ISavingsContract pSaving, OSavingsOperation pDirections)
{
InitializeComponent();
_bookingDirection = pDirections;
_saving = pSaving;
SwitchBookingDirection();
Initialize();
}
public Account GetAccountByNumber(string pNumber, int pCurrencyId, ISavingsContract pSavingsContract, OBookingDirections pBookingDirection)
{
if (_accountingRules != null)
{
var specificAccount = _accountingRules.GetSpecificAccount(pNumber, pSavingsContract, pBookingDirection);
if (specificAccount != null)
pNumber = specificAccount.Number;
}
return _getAccountByNumber(pNumber, pCurrencyId);
}
public SavingsOperationForm(ISavingsContract pSaving, OSavingsOperation pDirections)
{
InitializeComponent();
_bookingDirection = pDirections;
_saving = pSaving;
SwitchBookingDirection();
Initialize();
dtpDate.Format = DateTimePickerFormat.Custom;
dtpDate.CustomFormat = ApplicationSettings.GetInstance("").SHORT_DATE_FORMAT;
}
public Account GetAccountByNumber(string pNumber, int pCurrencyId, ISavingsContract pSavingsContract, OBookingDirections pBookingDirection)
{
//if (_accountingRules != null)
//{
// var specificAccount = _accountingRules.GetSpecificAccount(pNumber, pSavingsContract, pBookingDirection);
// if (specificAccount != null)
// pNumber = specificAccount.Number;
//}
return(_getAccountByNumber(pNumber, pCurrencyId));
}
public SavingsOperationForm(ISavingsContract pSaving, OSavingsOperation pDirections)
{
InitializeComponent();
_bookingDirection = pDirections;
_saving = pSaving;
SwitchBookingDirection();
Initialize();
dtpDate.Format = DateTimePickerFormat.Custom;
dtpDate.CustomFormat = ApplicationSettings.GetInstance("").SHORT_DATE_FORMAT;
}
public PostingInterestsStrategy(ISavingsContract pSaving, User pUser, int pWeekEndDay2)
{
if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfYear)
_ipi = new Posting.EndOfYear(pSaving, pUser);
else if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfMonth)
_ipi = new Posting.EndOfMonth((SavingBookContract)pSaving, pUser);
else if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfWeek)
_ipi = new Posting.EndOfWeek((SavingBookContract)pSaving, pUser, pWeekEndDay2);
else if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfDay ||
((SavingBookContract)pSaving).UseTermDeposit
)
_ipi = new Posting.PostingMethods((SavingBookContract)pSaving, pUser);
}
public virtual List <SavingEvent> Transfer(ISavingsContract to, OCurrency amount, OCurrency fee, DateTime date, string description)
{
List <SavingEvent> events = new List <SavingEvent>(3);
events.Add(DebitTransfer(to, amount, fee, date, description));
events.Add(to.CreditTransfer(this, amount, date, description));
if (GetBalance() < 0)
{
SavingOverdraftFeeEvent e = ChargeOverdraftFee(date, User.CurrentUser);
events.Add(e);
}
return(events);
}
public CalculateInterestsStrategy(ISavingsContract pSaving, User pUser, int pWeekEndDay2)
{
if (((SavingBookContract)pSaving).Product.InterestBase == OSavingInterestBase.Daily)
_ici = new Accrual.Daily(pSaving, pUser);
else if (((SavingBookContract)pSaving).Product.InterestBase == OSavingInterestBase.Monthly)
{
if (((SavingBookContract)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.MinimalAmount)
_ici = new Accrual.MinimalAmount.Monthly((SavingBookContract)pSaving, pUser);
}
else if (((SavingBookContract)pSaving).Product.InterestBase == OSavingInterestBase.Weekly)
{
if (((SavingBookContract)pSaving).Product.CalculAmountBase == OSavingCalculAmountBase.MinimalAmount)
_ici = new Accrual.MinimalAmount.Weekly((SavingBookContract)pSaving, pUser, pWeekEndDay2);
}
}
private void btSearchContract_Click(object sender, EventArgs e)
{
SearchCreditContractForm searchCreditContractForm = SearchCreditContractForm.GetInstance(null);
searchCreditContractForm.BringToFront();
searchCreditContractForm.WindowState = FormWindowState.Normal;
if (searchCreditContractForm.ShowForSearchSavingsContractForTransfer("") == DialogResult.OK)
{
SavingSearchResult saving = searchCreditContractForm.SelectedSavingContract;
lblClientName.Text = saving.ClientName;
tbTargetAccount.Text = saving.ContractCode;
_savingTarget = ServicesProvider.GetInstance().GetAccountServices().GetSaving(saving.Id);
lblInterBranch.Visible = !IsNormalTransfer();
LoadTransferFee();
}
}
public PostingInterestsStrategy(ISavingsContract pSaving, User pUser, int pWeekEndDay2)
{
if (pSaving is Saving)
{
if (((Saving)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfYear)
_ipi = new Posting.EndOfYear(pSaving, pUser);
else if (((Saving)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfMonth)
_ipi = new Posting.EndOfMonth((Saving)pSaving, pUser);
else if (((Saving)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfWeek)
_ipi = new Posting.EndOfWeek((Saving)pSaving, pUser, pWeekEndDay2);
else if (((Saving)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfDay)
_ipi = new Posting.EndOfDay((Saving)pSaving, pUser);
}
else if (pSaving is SavingDeposit)
{
_ipi = new Posting.Maturity((SavingDeposit)pSaving, pUser);
}
}
public SavingCreditTransferEvent CreditTransfer(OCurrency pAmount, ISavingsContract pDebitAccount, DateTime pDate, string pDescription, User pUser)
{
SavingCreditTransferEvent transferEvent = new SavingCreditTransferEvent
{
Amount = pAmount,
Date = pDate,
Description = pDescription,
User = pUser,
Fee = 0,
Cancelable = false,
RelatedContractCode = pDebitAccount.Code,
ProductType = Product.GetType(),
ContracId = Id
};
Events.Add(transferEvent);
return(transferEvent);
}
public virtual List <SavingEvent> DebitTransfer(OCurrency pAmount, ISavingsContract pCreditAccount, DateTime pDate, string pDescription, User pUser, bool pIsDesactivateFees)
{
List <SavingEvent> events = new List <SavingEvent>();
SavingDebitTransferEvent transferEvent = new SavingDebitTransferEvent
{
Amount = pAmount,
Date = pDate,
Description = pDescription,
User = pUser,
Cancelable = false,
RelatedContractCode = pCreditAccount.Code,
ProductType = Product.GetType(),
ContracId = Id
};
events.Add(transferEvent);
Events.Add(transferEvent);
return(events);
}
public PostingInterestsStrategy(ISavingsContract pSaving, User pUser, int pWeekEndDay2)
{
if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfYear)
{
_ipi = new Posting.EndOfYear(pSaving, pUser);
}
else if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfMonth)
{
_ipi = new Posting.EndOfMonth((SavingBookContract)pSaving, pUser);
}
else if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfWeek)
{
_ipi = new Posting.EndOfWeek((SavingBookContract)pSaving, pUser, pWeekEndDay2);
}
else if (((SavingBookContract)pSaving).Product.InterestFrequency == OSavingInterestFrequency.EndOfDay ||
((SavingBookContract)pSaving).UseTermDeposit
)
{
_ipi = new Posting.PostingMethods((SavingBookContract)pSaving, pUser);
}
}
public void Setup()
{
_repaymentService.Settings.Loan = _loan.Copy();
_view.PrincipalMax = _loan.OLB;
_view.RepaymentScripts = _repaymentService.GetAllRepaymentScriptsWithTypes();
_view.PaymentMethods = ServicesProvider.GetInstance().GetPaymentMethodServices().GetAllPaymentMethods();
_view.Title = _loan.Project.Client.Name + " " + _loan.Code;
_repaymentService.Settings.ScriptName = _view.SelectedScript;
_balanceString = _translationService.Translate("Available balance: ");
if (!ApplicationSettings.GetInstance(User.CurrentUser.Md5).UseMandatorySavingAccount)
{
return;
}
_saving =
(from item in _loan.Project.Client.Savings where item.Product.Code == "default" select item)
.FirstOrDefault();
if (_saving != null)
{
_saving = ServicesProvider.GetInstance().GetSavingServices().GetSaving(_saving.Id);
}
}
public int SendNotification(SavingEvent savingEvent, ISavingsContract savingsContract, string savingsOperation)
{
if (person == null)
{
throw new ArgumentNullException("client");
}
var messageTemplate = GetLocalizedActiveMessageTemplate("Client.AccountOperationNotification");
if (messageTemplate == null)
{
return(0);
}
//tokens
var tokens = new List <Token>();
MessageTokenProvider.AddPersonTokens(tokens, person);
MessageTokenProvider.AddSavingEventTokens(tokens, savingEvent, savingsContract);
//Add messaging operation code
tokens.Add(new Token("Messaging.OperationCode", savingsOperation));
tokens.Add(new Token("Messaging.CurrentDate", DateTime.Now.ToShortDateString()));
tokens.Add(new Token("Messaging.CurrentTime", DateTime.Now.ToShortTimeString()));
//event notification
EventPublisher.MessageTokensAdded(messageTemplate, tokens);
var emailAccount = GetEmailAccountOfMessageTemplate(messageTemplate);
var toEmail = person.Email;
var toName = person.FullName;
return(SendNotification(messageTemplate, emailAccount, tokens,
toEmail, toName, null, null, savingsContract));
}
private void btnOK_Click(object sender, EventArgs e)
{
foreach (ListViewItem item in lvContracts.Items)
{
if (!item.Checked)
{
continue;
}
if (item == _itemTotal)
{
continue;
}
ISavingsContract saving = item.Tag as ISavingsContract;
OCurrency amount = (OCurrency)item.SubItems[idxAmount].Tag;
// ServicesProvider.GetInstance().GetSavingServices().Deposit(saving, TimeProvider.Today, amount,
// "", User.CurrentUser, false, OPaymentMethods.Cash, null, null);
ServicesProvider.GetInstance().GetSavingServices().Deposit(saving, TimeProvider.Now, amount,
"", User.CurrentUser, false, OSavingsMethods.Cash, null, null);
}
}
private void DisplaySavingLoans(ISavingsContract saving)
{
if (saving is SavingBookContract)
{
if (((SavingBookContract)saving).Loans != null)
{
if (((SavingBookContract)saving).Loans.Count > 0)
{
olvColumnStatus.AspectToStringConverter = delegate(object value)
{
if (value.ToString().Length > 0)
{
string status = GetString(value.ToString() + ".Text");
return status;
}
return null;
};
olvColumnAmount.AspectToStringConverter = delegate(object value)
{
if (value.ToString().Length > 0)
{
OCurrency amount = (OCurrency)value;
return amount.GetFormatedValue(true);
}
return null;
};
olvColumnStratDate.AspectToStringConverter = delegate(object value)
{
if (value.ToString().Length > 0)
{
return
((DateTime)value).
ToShortDateString();
}
return null;
};
olvColumnCreationDate.AspectToStringConverter = delegate(object value)
{
if (value.ToString().Length > 0)
{
return
((DateTime)value).
ToShortDateString();
}
return null;
};
olvColumnCloseDate.AspectToStringConverter = delegate(object value)
{
if (value.ToString().Length > 0)
{
return
((DateTime)value).
ToShortDateString();
}
return null;
};
olvLoans.SetObjects(((SavingBookContract)saving).Loans);
tabControlSavingsDetails.SelectedIndex = 0;
return;
}
}
}
//tabcSavingsDettails.TabPages.Remove(tabPageLoans);
}
private void DisplaySaving(ISavingsContract saving)
{
saving = SavingServices.GetSaving(saving.Id);
((SavingBookContract)saving).Loans = SavingServices.SelectLoansBySavingsId(saving.Id);
if (!tabControlPerson.TabPages.Contains(tabPageContracts))
{
tabControlPerson.TabPages.Add(tabPageContracts);
panelLoansContracts.Controls.Add(pnlLoans);
}
tabControlPerson.TabPages.Remove(tabPageSavingDetails);
tabControlPerson.TabPages.Add(tabPageSavingDetails);
_saving = (SavingBookContract)saving;
DisplaySavingProduct(_saving.Product);
InitializeTabPageTermDeposit();
nudDownInterestRate.Enabled = false;
nudDownInitialAmount.Enabled = false;
nudWithdrawFees.Enabled = false;
nudEntryFees.Enabled = false;
nudTransferFees.Enabled = false;
nudIbtFee.Enabled = false;
nudDepositFees.Enabled = false;
nudChequeDepositFees.Enabled = false;
nudCloseFees.Enabled = false;
nudManagementFees.Enabled = false;
nudOverdraftFees.Enabled = false;
nudAgioFees.Enabled = false;
nudReopenFees.Enabled = false;
btSavingsUpdate.Visible = false;
nudNumberOfPeriods.Enabled = false;
btSearchContract2.Enabled = false;
cmbRollover2.Enabled = false;
cmbSavingsOfficer.Enabled = false;
cmbSavingsOfficer.Items.Add(User.CurrentUser);
foreach (User subordinate in User.CurrentUser.Subordinates)
{
cmbSavingsOfficer.Items.Add(subordinate);
}
int index = -1;
for (int i = 0; i < cmbSavingsOfficer.Items.Count; i++)
{
User u = (User)cmbSavingsOfficer.Items[i];
if (u.Id != saving.SavingsOfficer.Id) continue;
index = i;
break;
}
cmbSavingsOfficer.SelectedIndex = index;
tabControlPerson.SelectedTab = tabPageSavingDetails;
Text = string.Format("{0} - {1}", _title, _saving.Code);
groupBoxSaving.Name += string.Format(" {0}", _saving.Product.Name);
groupBoxSaving.Text = string.Format("{0} : {1}",
MultiLanguageStrings.GetString(Ressource.ClientForm,
_saving is SavingBookContract ? "SavingsBook.Text" : "CompulsorySavings.Text"),
MultiLanguageStrings.GetString(Ressource.ClientForm, "Savings" + _saving.Status + ".Text"));
switch (_saving.Status)
{
case OSavingsStatus.Pending:
{
groupBoxSaving.ForeColor = Color.FromArgb(246, 137, 56);
pnlSavingsButtons.Enabled = false;
buttonFirstDeposit.Visible = true;
buttonCloseSaving.Visible = false;
buttonReopenSaving.Visible = false;
break;
}
case OSavingsStatus.Active:
{
groupBoxSaving.ForeColor = Color.FromArgb(61, 153, 57);
pnlSavingsButtons.Enabled = true;
buttonFirstDeposit.Visible = false;
buttonCloseSaving.Visible = true;
buttonReopenSaving.Visible = false;
break;
}
case OSavingsStatus.Closed:
{
groupBoxSaving.ForeColor = Color.Red;
pnlSavingsButtons.Enabled = true;
buttonSavingsOperations.Enabled = false;
buttonFirstDeposit.Visible = false;
buttonCloseSaving.Visible = false;
buttonReopenSaving.Visible = true;
break;
}
}
tBSavingCode.Text = _saving.Code;
DisplaySavingEvent(_saving);
DisplaySavingLoans(_saving);
buttonSaveSaving.Visible = false;
InitSavingsBookPrintButton();
if (saving != null && saving.Id > 0)
{
//InitializeCustomizableFields(OCustomizableFieldEntities.Savings, saving.Id, true);
//InitialDoclistSaving();
}
else
{
//InitializeCustomizableFields(OCustomizableFieldEntities.Savings, null, false);
//dlcSaving.Clear();
}
LoadSavingsExtensions();
}
public virtual List<SavingEvent> DebitTransfer(OCurrency pAmount, ISavingsContract pCreditAccount, DateTime pDate, string pDescription, User pUser, bool pIsDesactivateFees)
{
List<SavingEvent> events = new List<SavingEvent>();
SavingDebitTransferEvent transferEvent = new SavingDebitTransferEvent
{
Amount = pAmount,
Date = pDate,
Description = pDescription,
User = pUser,
Cancelable = false,
RelatedContractCode = pCreditAccount.Code,
ProductType = Product.GetType(),
ContracId = Id
};
events.Add(transferEvent);
Events.Add(transferEvent);
return events;
}
public SavingCreditTransferEvent CreditTransfer(OCurrency pAmount, ISavingsContract pDebitAccount, DateTime pDate, string pDescription, User pUser)
{
SavingCreditTransferEvent transferEvent = new SavingCreditTransferEvent
{
Amount = pAmount,
Date = pDate,
Description = pDescription,
User = pUser,
Fee = 0,
Cancelable = false,
RelatedContractCode = pDebitAccount.Code,
ProductType = Product.GetType(),
ContracId = Id
};
Events.Add(transferEvent);
return transferEvent;
}
public int Add(ISavingsContract savings, Client client, SqlTransaction sqlTransac)
{
const string sqlText = @"INSERT INTO [SavingContracts]
(
[product_id],
[user_id],
[code],
[status],
[tiers_id],
[creation_date],
[interest_rate],
[closed_date],
[savings_officer_id],
[initial_amount],
[entry_fees],
[nsg_id]
)
VALUES
(
@product_id,
@user_id,
@code,
@status,
@tiers_id,
@creation_date,
@interest_rate,
@closedDate,
@savings_officer_id,
@initial_amount,
@entry_fees,
@nsg_id
)
SELECT CONVERT(int, SCOPE_IDENTITY())";
using (OpenCbsCommand cmd = new OpenCbsCommand(sqlText, sqlTransac.Connection, sqlTransac))
{
cmd.AddParam("@product_id", savings.Product.Id);
cmd.AddParam("@user_id", savings.User.Id);
cmd.AddParam("@code", savings.Code);
cmd.AddParam("@status", (int)savings.Status);
cmd.AddParam("@tiers_id", client.Id);
cmd.AddParam("@creation_date", savings.CreationDate);
cmd.AddParam("@interest_rate", savings.InterestRate);
cmd.AddParam("@closedDate", savings.ClosedDate);
cmd.AddParam("@savings_officer_id", savings.SavingsOfficer.Id);
cmd.AddParam("@initial_amount", savings.InitialAmount);
cmd.AddParam("@entry_fees", savings.EntryFees);
cmd.AddParam("@nsg_id", savings.NsgID);
savings.Id = int.Parse(cmd.ExecuteScalar().ToString());
}
AddSavingsBookContract((SavingBookContract)savings, sqlTransac);
return savings.Id;
}
public EndOfYear(ISavingsContract pSaving, User pUser)
{
_saving = pSaving;
_user = pUser;
}
private void btnSave_Click(object sender, EventArgs e)
{
if (!_nsgForm.Save())
{
return;
}
bool isError = false;
ISavingsContract saving = null;
try
{
foreach (ListViewItem item in lvMembers.Items)
{
if (item == _itemTotal)
{
continue;
}
if (!item.Checked)
{
continue;
}
var member = item.Tag as VillageMember;
IClient client = member.Tiers;
OCurrency initialAmount = (OCurrency)item.SubItems[idxInitialAmount].Tag;
double interestRate = (double)item.SubItems[idxInterestRate].Tag;
OCurrency entryFees = (OCurrency)item.SubItems[idxEntryFees].Tag;
if (_product is SavingsBookProduct)
{
SavingsBookProduct sbp = (SavingsBookProduct)_product;
decimal withdrawFees = (decimal)item.SubItems[idxWithdrawFees].Tag;
decimal transferFees = (decimal)item.SubItems[idxTransferFees].Tag;
decimal ibtFees = Convert.ToDecimal(item.SubItems[idxIbtFees].Tag);
decimal depositFees = (decimal)item.SubItems[idxDepositFees].Tag;
decimal chequeDepositFees = (decimal)item.SubItems[idxChequeDepositFees].Tag;
decimal closeFees = (decimal)item.SubItems[idxCloseFees].Tag;
decimal managementFees = (decimal)item.SubItems[idxManagementFees].Tag;
decimal overdraftFees = (decimal)item.SubItems[idxOverdraftFees].Tag;
decimal agioFees = (decimal)item.SubItems[idxAgioFees].Tag;
decimal reopenFees = (decimal)item.SubItems[idxReopenFees].Tag;
saving = new SavingBookContract(ServicesProvider.GetInstance().GetGeneralSettings(),
User.CurrentUser, TimeProvider.Today, sbp, client)
{
InterestRate = interestRate / 100
};
SavingBookContract s = (SavingBookContract)saving;
if (sbp.WithdrawFeesType == OSavingsFeesType.Flat)
{
s.FlatWithdrawFees = withdrawFees;
}
else
{
s.RateWithdrawFees = (double)withdrawFees / 100;
}
if (sbp.TransferFeesType == OSavingsFeesType.Flat)
{
s.FlatTransferFees = transferFees;
}
else
{
s.RateTransferFees = (double)transferFees / 100;
}
if (sbp.InterBranchTransferFee.IsFlat)
{
s.FlatInterBranchTransferFee = ibtFees;
}
else
{
s.RateInterBranchTransferFee = Convert.ToDouble(ibtFees);
}
s.DepositFees = depositFees;
s.ChequeDepositFees = chequeDepositFees;
s.CloseFees = closeFees;
s.ManagementFees = managementFees;
s.OverdraftFees = overdraftFees;
s.AgioFees = (double)agioFees / 100;
s.ReopenFees = reopenFees;
}
saving.SavingsOfficer = _village.LoanOfficer;
saving.InitialAmount = initialAmount;
saving.EntryFees = entryFees;
saving.NsgID = _village.Id;
saving.Id = ServicesProvider.GetInstance().GetSavingServices().SaveContract(saving, (Client)member.Tiers);
saving = ServicesProvider.GetInstance().GetSavingServices().GetSaving(saving.Id);
ServicesProvider.GetInstance().GetSavingServices().FirstDeposit(saving, initialAmount, TimeProvider.Now, entryFees,
User.CurrentUser, Teller.CurrentTeller);
ServicesProvider.GetInstance().GetSavingServices().UpdateInitialData(saving.Id, initialAmount, entryFees);
saving = ServicesProvider.GetInstance().GetSavingServices().GetSaving(saving.Id);
((Client)member.Tiers).AddSaving(saving);
}
}
catch (Exception ex)
{
isError = true;
new frmShowError(CustomExceptionHandler.ShowExceptionText(ex)).ShowDialog();
}
finally
{
InitializeControls();
}
if (!isError)
{
DialogResult = DialogResult.OK;
Close();
}
}
public void FireEvent(SavingEvent e, ISavingsContract pSaving, SqlTransaction sqlTransac)
{
e.IsFired = true;
SavingEventOrigination(e, pSaving, sqlTransac);
}
private void CloseAndTransfer(ISavingsContract from, ISavingsContract to, DateTime date, User pUser,
OCurrency amount, bool pIsDesactivateFees, Teller teller)
{
from.Transfer(to, amount, 0, date, "Closing transfer");
from.Close(date, pUser, "Close savings contract", pIsDesactivateFees, teller, true);
}
private void CloseAndTransfer(ISavingsContract from, ISavingsContract to, DateTime date, User pUser,
OCurrency amount, bool pIsDesactivateFees, Teller teller)
{
from.Transfer(to, amount, 0, date, "Closing transfer");
from.Close(date, pUser, "Close savings contract", pIsDesactivateFees, teller, true);
}
public void SpecialOperation(ISavingsContract saving, DateTime pDate, OCurrency amount,
string description, User pUser, OSavingsMethods savingsMethod, bool isCredit, Booking booking)
{
if (booking == null)
throw new OpenCbsBookingException(OpenCbsBookingExceptionsEnum.BookingIsEmpty);
booking.Amount = amount;
booking.Description = description;
booking.ExchangeRate = 1;
booking.Date = TimeProvider.Now;
booking.Currency = saving.Product.Currency;
booking.User = User.CurrentUser;
SavingEvent e;
if (isCredit)
{
e = SpecialOperationCredit(saving, pDate, amount, description,
User.CurrentUser, savingsMethod);
}
else
{
e = SpecialOperationDebit(saving, pDate, amount, description,
User.CurrentUser, savingsMethod);
}
booking.EventId = e.Id;
ServicesProvider.GetInstance().GetAccountingServices().BookManualEntry(booking, User.CurrentUser);
}
public ISavingsContract SimulateCloseAccount(ISavingsContract saving, DateTime date, User user, bool isDesactivateFees, Teller teller)
{
ISavingsContract savingSimulation = (ISavingsContract) saving.Clone();
savingSimulation.SimulateClose(date, user, "Close savings contract", isDesactivateFees, teller);
return savingSimulation;
}
public void AddSaving(ISavingsContract pSavings)
{
pSavings.Client = this;
_savings.Add(pSavings);
}
private void SavingEventOrigination(SavingEvent savingEvent, ISavingsContract savingsContract, SqlTransaction sqlTransac)
{
_savingEventManagement.Add(savingEvent, savingsContract.Id, sqlTransac);
}
public void Save(ISavingsContract savings, SqlTransaction tx)
{
}
public EndOfYear(ISavingsContract pSaving, User pUser)
{
_saving = pSaving;
_user = pUser;
}
public TabPage[] GetTabPages(ISavingsContract savings)
{
var tabPage = new TabPage("TEST SAVINGS");
return(new[] { tabPage });
}
public int Add(ISavingsContract savings, Client client)
{
using (SqlConnection connection = GetConnection())
using (SqlTransaction transaction = connection.BeginTransaction())
try
{
int result = Add(savings, client, transaction);
transaction.Commit();
return result;
}
catch (Exception)
{
transaction.Rollback();
throw;
}
}
public Account GetSpecificAccount(string pNumber, ISavingsContract pSavings, OBookingDirections pBookingDirection)
{
var query = GetContractAccountingRules();
query = query.Where(item => item.DebitAccount.Number == pNumber && item.Deleted == false).ToList();
if (query.Count() == 0)
{
return(null);
}
query = query.Where(item => item.ProductType == OProductTypes.All ||
(item.ProductType == OProductTypes.Saving && (item.SavingProduct == null || item.SavingProduct.Id == pSavings.Product.Id))).ToList();
if (query.Count == 0)
{
return(null);
}
query = query.Where(item => item.BookingDirection == OBookingDirections.Both ||
item.BookingDirection == pBookingDirection).ToList();
if (query.Count == 0)
{
return(null);
}
OClientTypes clientType;
if (pSavings.Client is Person)
{
clientType = OClientTypes.Person;
}
else if (pSavings.Client is Group)
{
clientType = OClientTypes.Group;
}
else if (pSavings.Client is Corporate)
{
clientType = OClientTypes.Corporate;
}
else
{
clientType = OClientTypes.Village;
}
query = query.Where(item => item.ClientType == OClientTypes.All ||
item.ClientType == clientType).ToList();
if (query.Count == 0)
{
return(null);
}
if (pSavings.Client is Person)
{
query = query.Where(item => item.EconomicActivity == null ||
item.EconomicActivity.Id == ((Person)pSavings.Client).Activity.Id).ToList();
}
else if (pSavings.Client is Corporate)
{
query = query.Where(item => item.EconomicActivity == null ||
item.EconomicActivity.Id == ((Corporate)pSavings.Client).Activity.Id).ToList();
}
else
{
query = query.Where(item => item.EconomicActivity == null).ToList();
}
if (query.Count == 0)
{
return(null);
}
return(query[0].CreditAccount);
}
public virtual SavingEvent DebitTransfer(ISavingsContract to, OCurrency amount, OCurrency fee, DateTime date, string description)
{
SavingTransferEvent e;
bool ib = Branch.Id != to.Branch.Id; // inter-branch
if (ib)
{
e = new SavingDebitInterBranchTransferEvent();
}
else
{
e = new SavingDebitTransferEvent();
}
e.Description = ib ? "Inter-branch transfer" : "Transfer";
e.RelatedContractCode = to.Code;
e.Amount = amount;
e.Fee = fee;
e.Date = date;
e.User = User.CurrentUser;
e.Description = description;
e.ProductType = Product.GetType();
e.Target = this;
Events.Add(e);
return e;
}
protected int SendNotification(MessageTemplate messageTemplate, EmailAccount emailAccount,
IEnumerable <Token> tokens,
string toEmailAddress,
string toName,
string replyTo = null,
string replyToName = null, ISavingsContract savingsContract = null)
{
#region Email routine
if (person.EmailDelivery.HasValue && person.EmailDelivery.Value &&
messageTemplate.SendEmail.HasValue && messageTemplate.SendEmail.Value)
{
var bcc = messageTemplate.BccEmailAddresses;
var subject = messageTemplate.Subject;
var body = messageTemplate.EmailBody;
// Replace subject and body tokens
var subjectReplaced = Tokenizer.Replace(subject, tokens, false);
var bodyReplaced = Tokenizer.Replace(body, tokens, true);
var email = new QueuedEmail()
{
Priority = 5,
From = emailAccount.Email,
FromName = emailAccount.DisplayName,
To = toEmailAddress,
ToName = toName,
CC = string.Empty,
SentTries = 0,
Bcc = bcc,
ReplyTo = replyTo,
ReplyToName = replyToName,
Subject = subjectReplaced,
Body = bodyReplaced,
CreatedOnUtc = DateTime.UtcNow,
EmailAccountId = emailAccount.Id
};
_queuedEmailService.Add(email);
//return email.Id;
}
#endregion
#region SMS routine
if (person.SmsDelivery.HasValue && person.SmsDelivery.Value &&
messageTemplate.SendSMS.HasValue && messageTemplate.SendSMS.Value)
{
var message = messageTemplate.Body;
var messageReplaced = Tokenizer.Replace(message, tokens, false);
var sms = new QueuedSMS()
{
From = Convert.ToString(ServicesProvider.GetInstance().GetGeneralSettings().GetSpecificParameter(OGeneralSettings.SMS_FROM_NUMBER)),
Recipient = person.PersonalPhone,
RecipientId = person.Id,
ContractId = savingsContract != null ? savingsContract.Id : 0,
Charged = false,
Message = messageReplaced,
SentTries = 0,
CreatedOnUtc = DateTime.UtcNow,
};
_queuedSMSService.Add(sms);
//return sms.Id;
}
#endregion
return(0);
}
public virtual List<SavingEvent> Transfer(ISavingsContract to, OCurrency amount, OCurrency fee, DateTime date, string description)
{
List<SavingEvent> events = new List<SavingEvent>(3);
events.Add(DebitTransfer(to, amount, fee, date, description));
events.Add(to.CreditTransfer(this, amount, date, description));
if (GetBalance() < 0)
{
SavingOverdraftFeeEvent e = ChargeOverdraftFee(date, User.CurrentUser);
events.Add(e);
}
return events;
}
public Daily(ISavingsContract pSaving, User pUser)
{
_saving = pSaving;
_user = pUser;
}
private void DisplaySavingEvent(ISavingsContract pSaving)
{
btCancelLastSavingEvent.Enabled = false;
if (pSaving.Id != 0)
{
nudDownInterestRate.Value = nudDownInterestRate.Minimum = nudDownInterestRate.Maximum = (decimal)pSaving.InterestRate * 100;
nudDownInitialAmount.Value = nudDownInitialAmount.Minimum = nudDownInitialAmount.Maximum = pSaving.InitialAmount.Value;
SavingBookContract s = (SavingBookContract)pSaving;
nudEntryFees.Value = nudEntryFees.Minimum = nudEntryFees.Maximum = s.EntryFees.Value;
nudWithdrawFees.Value = nudWithdrawFees.Minimum = nudWithdrawFees.Maximum = s.FlatWithdrawFees.HasValue ?
s.FlatWithdrawFees.Value : (decimal)s.RateWithdrawFees.Value * 100;
nudTransferFees.Value = nudTransferFees.Minimum = nudTransferFees.Maximum = s.FlatTransferFees.HasValue ?
s.FlatTransferFees.Value : (decimal)s.RateTransferFees.Value * 100;
nudIbtFee.Value = s.FlatInterBranchTransferFee.HasValue ? s.FlatInterBranchTransferFee.Value
: Convert.ToDecimal(s.RateInterBranchTransferFee.Value);
nudIbtFee.Minimum = nudIbtFee.Maximum = nudIbtFee.Value;
nudDepositFees.Value = nudDepositFees.Minimum = nudDepositFees.Maximum = ((SavingBookContract)pSaving).DepositFees.Value;
nudChequeDepositFees.Value = nudChequeDepositFees.Minimum = nudChequeDepositFees.Maximum = ((SavingBookContract)pSaving).ChequeDepositFees.Value;
nudCloseFees.Value = nudCloseFees.Minimum = nudCloseFees.Maximum = ((SavingBookContract)pSaving).CloseFees.Value;
nudManagementFees.Value = nudManagementFees.Minimum = nudManagementFees.Maximum = ((SavingBookContract)pSaving).ManagementFees.Value;
nudOverdraftFees.Value = nudOverdraftFees.Minimum = nudOverdraftFees.Maximum = ((SavingBookContract)pSaving).OverdraftFees.Value;
nudAgioFees.Value = nudAgioFees.Minimum = nudAgioFees.Maximum = (decimal)((SavingBookContract)pSaving).AgioFees.Value * 100;
nudReopenFees.Value = nudReopenFees.Minimum = nudReopenFees.Maximum = ((SavingBookContract)pSaving).ReopenFees.Value;
}
lbSavingBalanceValue.Text = pSaving.GetFmtBalance(true);
lbSavingAvBalanceValue.Text = pSaving.GetFmtAvailBalance(true);
btCancelLastSavingEvent.Enabled = _saving.HasCancelableEvents();
lvSavingEvent.Items.Clear();
IEnumerable<SavingEvent> events = pSaving.Events.OrderBy(item => item.Date.Date);
bool useCents = pSaving.Product.Currency.UseCents;
foreach (SavingEvent e in events)
{
ListViewItem item = new ListViewItem(e.Date.ToString("dd/MM/yyyy HH:mm:ss"));
item.SubItems.Add(e.Fee.GetFormatedValue(useCents));
string amt = e.Amount.GetFormatedValue(useCents);
item.SubItems.Add(e.IsDebit ? amt : string.Empty);
item.SubItems.Add(e.IsDebit ? string.Empty : amt);
item.SubItems.Add(e.ExtraInfo);
item.SubItems.Add(e.Code);
item.SubItems.Add(e.SavingsMethod.HasValue ? GetString("SavingsOperationForm", e.SavingsMethod + ".Text") : "-");
item.SubItems.Add(e.User.Name);
item.SubItems.Add(e.Description);
item.SubItems.Add(e.CancelDate.HasValue ? e.CancelDate.Value.ToString("dd/MM/yyyy HH:mm:ss") : string.Empty);
if (e.IsPending)
{
item.BackColor = Color.Orange;
item.ForeColor = Color.White;
}
if (e.Deleted)
{
item.BackColor = Color.FromArgb(188, 209, 199);
item.ForeColor = Color.White;
}
item.Tag = e;
lvSavingEvent.Items.Add(item);
}
}
public Daily(ISavingsContract pSaving, User pUser)
{
_saving = pSaving;
_user = pUser;
}
public void _compareSavings(ISavingsContract originalSaving, ISavingsContract retrievedSaving)
{
Assert.AreEqual(originalSaving.Id, retrievedSaving.Id);
Assert.AreEqual(originalSaving.InterestRate, retrievedSaving.InterestRate);
Assert.AreEqual(originalSaving.Product.Id, retrievedSaving.Product.Id);
Assert.AreEqual(originalSaving.GetBalance(), retrievedSaving.GetBalance());
Assert.AreEqual(originalSaving.Code, retrievedSaving.Code);
Assert.AreEqual(originalSaving.CreationDate, retrievedSaving.CreationDate);
Assert.AreEqual(originalSaving.Status, retrievedSaving.Status);
Assert.AreEqual(((SavingBookContract)originalSaving).FlatWithdrawFees.HasValue, ((SavingBookContract)retrievedSaving).FlatWithdrawFees.HasValue);
if (((SavingBookContract)originalSaving).FlatWithdrawFees.HasValue)
Assert.AreEqual(((SavingBookContract)originalSaving).FlatWithdrawFees.Value, ((SavingBookContract)retrievedSaving).FlatWithdrawFees.Value);
Assert.AreEqual(((SavingBookContract)originalSaving).RateWithdrawFees.HasValue, ((SavingBookContract)retrievedSaving).RateWithdrawFees.HasValue);
if (((SavingBookContract)originalSaving).RateWithdrawFees.HasValue)
Assert.AreEqual(((SavingBookContract)originalSaving).RateWithdrawFees.Value, ((SavingBookContract)retrievedSaving).RateWithdrawFees.Value);
Assert.AreEqual(((SavingBookContract)originalSaving).FlatTransferFees.HasValue, ((SavingBookContract)retrievedSaving).FlatTransferFees.HasValue);
if (((SavingBookContract)originalSaving).FlatTransferFees.HasValue)
Assert.AreEqual(((SavingBookContract)originalSaving).FlatTransferFees.Value, ((SavingBookContract)retrievedSaving).FlatTransferFees.Value);
Assert.AreEqual(((SavingBookContract)originalSaving).RateTransferFees.HasValue, ((SavingBookContract)retrievedSaving).RateTransferFees.HasValue);
if (((SavingBookContract)originalSaving).RateTransferFees.HasValue)
Assert.AreEqual(((SavingBookContract) originalSaving).RateTransferFees.Value,
((SavingBookContract) retrievedSaving).RateTransferFees.Value);
}
public void FireEvent(SavingEvent e, ISavingsContract pSaving, SqlTransaction sqlTransac)
{
e.IsFired = true;
SavingEventOrigination(e, pSaving, sqlTransac);
}
public SavingDebitOperationEvent SpecialOperationDebit(ISavingsContract pSaving, DateTime pDate, OCurrency debitAmount,
string pDescription, User pUser, OSavingsMethods savingsMethod)
{
using (SqlConnection conn = _savingManager.GetConnection())
using (SqlTransaction sqlTransaction = conn.BeginTransaction())
{
try
{
if (pSaving is SavingBookContract)
{
decimal vBalance = CheckVirtualBalance((SavingBookContract) pSaving, debitAmount);
if (vBalance > 0)
{
List<string> messages = new List<string>
{
ServicesHelper.ConvertDecimalToString(
((SavingBookContract) pSaving).GetBalance().Value),
ServicesHelper.ConvertDecimalToString(vBalance),
((SavingBookContract) pSaving).Loans.Count.ToString(),
ServicesHelper.ConvertDecimalToString(
((SavingBookContract) pSaving).GetBalance().Value -
vBalance)
};
throw new OpenCbsSavingException(
OpenCbsSavingExceptionEnum.BalanceOnCurrentSavingAccountForTransfer, messages);
}
}
//// Create a fake Saving object
ISavingsContract savingSimulation = (ISavingsContract) pSaving.Clone();
// Do deposit to the fake Saving object
savingSimulation.SpecialOperationDebit(debitAmount, pDate, pDescription, pUser);
// Check balance simulation
if (!IsSavingBalanceCorrect(savingSimulation))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.BalanceIsInvalid);
SavingDebitOperationEvent events = pSaving.SpecialOperationDebit(debitAmount, pDate, pDescription,
pUser);
_ePS.FireEvent(events, pSaving, sqlTransaction);
// Change overdraft state
if (pSaving is SavingBookContract)
{
if (pSaving.GetBalance() > 0)
{
((SavingBookContract) pSaving).InOverdraft = false;
UpdateOverdraftStatus(pSaving.Id, false);
}
}
sqlTransaction.Commit();
return events;
}
catch (Exception)
{
sqlTransaction.Rollback();
throw;
}
}
}
public void AddSavingEventTokens(List <Token> tokens, SavingEvent savingEvent, ISavingsContract savingsContract)
{
string description = savingEvent.Description;
string formatedAccountNumber = "******" + savingsContract.Code.Substring(savingsContract.Code.Length - 4);
if (description.Contains(savingsContract.Code))
{
description.Replace(savingsContract.Code, formatedAccountNumber);
}
tokens.Add(new Token("SavingEvent.Id", savingEvent.Id.ToString()));
tokens.Add(new Token("SavingEvent.Code", savingEvent.Code));
tokens.Add(new Token("SavingEvent.Description", description));
tokens.Add(new Token("SavingEvent.ReferenceNumber", savingEvent.ReferenceNumber));
tokens.Add(new Token("SavingEvent.PaymentsMethod", savingEvent.PaymentsMethod != null ? savingEvent.PaymentsMethod.Name : ""));
tokens.Add(new Token("SavingEvent.Date", savingEvent.Date.ToShortDateString()));
tokens.Add(new Token("SavingEvent.Currency", savingEvent.Currency != null ? savingEvent.Currency.Name : "NAIRA"));
tokens.Add(new Token("SavingEvent.Amount", savingEvent.Amount.GetFormatedValue(true)));
tokens.Add(new Token("SavingEvent.Branch", savingEvent.Branch != null ? savingEvent.Branch.Name : ""));
tokens.Add(new Token("SavingEvent.Comment", savingEvent.Comment));
tokens.Add(new Token("SavingEvent.IsPending", savingEvent.IsPending.ToString()));
tokens.Add(new Token("SavingEvent.SavingProduct.Code", savingEvent.SavingProduct != null ? savingEvent.SavingProduct.Code : ""));
tokens.Add(new Token("SavingEvent.SavingsMethod", savingEvent.SavingsMethod != null ? savingEvent.SavingsMethod.Description() : ""));
tokens.Add(new Token("SavingEvent.AccountNumber", formatedAccountNumber));
tokens.Add(new Token("SavingEvent.AccountBalance", savingsContract.GetFmtBalance(true)));
tokens.Add(new Token("SavingEvent.AccountAvailableBalance", savingsContract.GetFmtAvailBalance(true)));
}
public override List<SavingEvent> DebitTransfer(OCurrency pAmount, ISavingsContract pCreditAccount, DateTime pDate,
string pDescription, User pUser, bool pIsDesactivateFees)
{
List<SavingEvent> events = new List<SavingEvent>();
SavingDebitTransferEvent transferEvent = new SavingDebitTransferEvent
{
Amount = pAmount,
Date = pDate,
Description = pDescription,
User = pUser,
Cancelable = false,
RelatedContractCode = pCreditAccount.Code,
ProductType = typeof(SavingsBookProduct)
};
events.Add(transferEvent);
Events.Add(transferEvent);
if (Status != OSavingsStatus.Closed && !pIsDesactivateFees)
transferEvent.Fee = Product.TransferFeesType == OSavingsFeesType.Flat ? FlatTransferFees : pAmount * RateTransferFees.Value;
return events;
}
public List<SavingEvent> Transfer(ISavingsContract from, ISavingsContract to, DateTime date, OCurrency amount, OCurrency fee, string description, User user, bool noFee)
{
CheckTransfer(to, from, amount, fee, date, description);
List<SavingEvent> events = from.Transfer(to, amount, fee, date, description);
foreach (SavingEvent e in events)
_ePS.FireEvent(e);
return events;
}
public void SavingServicesAccountAtMaturity(ISavingsContract savingContract, DateTime date, User user)
{
if (savingContract.Rollover == OSavingsRollover.Principal)
{
DateTime lastMaturity = DateCalculationStrategy.GetLastMaturity(date,
savingContract.Product.Periodicity,
savingContract.NumberOfPeriods);
OCurrency interests = savingContract.Events.Where(
item => item is SavingInterestsPostingEvent &&
item.Date.Date > lastMaturity &&
item.Date.Date <= date
).
Sum(item => item.Amount.Value);
// TODO: replace the fee of zero with a meaningful value
Transfer(TransferAccount, interests, 0, date, "Transfer interests");
}
}
public bool ValidateSavingsContract(ISavingsContract saving, Client client)
{
if (!IsProductCorrect(saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.ProductIsInvalid);
if (!IsInterestRateCorrect(saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.InterestRateIsInvalid);
if (!IsWithdrawFeesCorrect((SavingBookContract)saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.WithdrawFeesIsInvalid);
if (!IsTransferFeesCorrect((SavingBookContract)saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.TransferFeesIsInvalid);
if (!IsDepositFeesCorrect((SavingBookContract)saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.DepositFeesIsInvalid);
if (!IsCloseFeesCorrect((SavingBookContract)saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.CloseFeesIsInvalid);
if (!IsManagementFeesCorrect((SavingBookContract)saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.ManagementFeesIsInvalid);
if (!IsAgioFeesCorrect((SavingBookContract)saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.AgioFeesIsInvalid);
if (((SavingBookContract)saving).Loans != null)
{
//IsLoanValid((Saving)saving, pClient);
//if (!_IsLoanAmountCorrect((Saving)saving, ((Saving)saving).Loan))
// throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.InitialAmountIsInvalid);
}
else
{
if (!IsInitialAmountCorrect(saving))
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.InitialAmountIsInvalid);
}
if (((SavingBookContract)saving).UseTermDeposit)
{
if (((SavingBookContract)saving).Rollover != OSavingsRollover.PrincipalAndInterests)
{
if (((SavingBookContract)saving).TransferAccount == null)
throw new OpenCbsSavingException(OpenCbsSavingExceptionEnum.TransferAccountIsInvalid);
}
}
return true;
}
private void SavingEventOrigination(SavingEvent savingEvent, ISavingsContract savingsContract, SqlTransaction sqlTransac)
{
_savingEventManagement.Add(savingEvent, savingsContract.Id, sqlTransac);
}
private void btSearchContract_Click(object sender, EventArgs e)
{
SearchCreditContractForm searchCreditContractForm = SearchCreditContractForm.GetInstance(null);
searchCreditContractForm.BringToFront();
searchCreditContractForm.WindowState = FormWindowState.Normal;
if (searchCreditContractForm.ShowForSearchSavingsContractForTransfer("") == DialogResult.OK)
{
SavingSearchResult saving = searchCreditContractForm.SelectedSavingContract;
lblClientName.Text = saving.ClientName;
tbTargetAccount.Text = saving.ContractCode;
_savingTarget = ServicesProvider.GetInstance().GetSavingServices().GetSaving(saving.Id);
lblInterBranch.Visible = !IsNormalTransfer();
LoadTransferFee();
}
}
