Examples with BudgetCalculation org.estatio.module.budget.dom.budgetcalculation.BudgetCalculation used on opensource projects

Example 1 with BudgetCalculation

use of org.estatio.module.budget.dom.budgetcalculation.BudgetCalculation in project estatio by estatio.

the class BudgetCalculationResult method calculate.

@Programmatic
public void calculate() throws IllegalArgumentException {
    validateOverrides();
    BigDecimal valueCalculatedByBudget = valueAsCalculatedByBudget();
    BigDecimal annualOverrideValue = BigDecimal.ZERO;
    List<Charge> incomingChargesOnOverrides = new ArrayList<>();
    if (overrideValueForInvoiceCharge() != null) {
        // SCENARIO: one override for all
        annualOverrideValue = annualOverrideValue.add(overrideValueForInvoiceCharge().getValue());
    } else {
        // SCENARIO: overrides on incoming charge level
        BigDecimal valueToSubtract = BigDecimal.ZERO;
        for (BudgetOverrideValue value : getOverrideValues()) {
            incomingChargesOnOverrides.add(value.getBudgetOverride().getIncomingCharge());
            annualOverrideValue = annualOverrideValue.add(value.getValue());
        }
        for (Charge charge : incomingChargesOnOverrides) {
            for (BudgetCalculation calculation : getBudgetCalculations().stream().filter(x -> x.getIncomingCharge().equals(charge)).collect(Collectors.toList())) {
                valueToSubtract = valueToSubtract.add(calculation.getValue());
            }
        }
        annualOverrideValue = annualOverrideValue.add(valueCalculatedByBudget).subtract(valueToSubtract);
    }
    BigDecimal overrideValue = annualOverrideValue.multiply(getFractionOfYear());
    setValue(overrideValue.setScale(2, BigDecimal.ROUND_HALF_UP));
    setShortfall(valueCalculatedByBudget.subtract(overrideValue).setScale(2, BigDecimal.ROUND_HALF_UP));
}

Example 2 with BudgetCalculation

use of org.estatio.module.budget.dom.budgetcalculation.BudgetCalculation in project estatio by estatio.

the class BudgetOverride method getCalculatedValueByBudget.

@Programmatic
BigDecimal getCalculatedValueByBudget(final LocalDate budgetStartDate, final BudgetCalculationType type) {
    BigDecimal value = BigDecimal.ZERO;
    List<Unit> unitsForLease = new ArrayList<>();
    List<BudgetCalculation> calculationsForLeaseAndCharges = new ArrayList<>();
    for (Occupancy occupancy : getLease().getOccupancies()) {
        unitsForLease.add(occupancy.getUnit());
    }
    Budget budget = budgetRepository.findByPropertyAndDate(getLease().getProperty(), budgetStartDate);
    if (getIncomingCharge() == null) {
        for (Unit unit : unitsForLease) {
            calculationsForLeaseAndCharges.addAll(budgetCalculationRepository.findByBudgetAndUnitAndInvoiceChargeAndType(budget, unit, getInvoiceCharge(), type));
        }
    } else {
        for (Unit unit : unitsForLease) {
            calculationsForLeaseAndCharges.addAll(budgetCalculationRepository.findByBudgetAndUnitAndInvoiceChargeAndIncomingChargeAndType(budget, unit, getInvoiceCharge(), getIncomingCharge(), type));
        }
    }
    for (BudgetCalculation calculation : calculationsForLeaseAndCharges) {
        value = value.add(calculation.getEffectiveValue());
    }
    return value;
}

Example 3 with BudgetCalculation

use of org.estatio.module.budget.dom.budgetcalculation.BudgetCalculation in project estatio by estatio.

the class BudgetAssignmentService method getDetailedCalculationResults.

public List<DetailedCalculationResultViewmodel> getDetailedCalculationResults(final Lease lease, final Budget budget, final BudgetCalculationType type) {
    List<DetailedCalculationResultViewmodel> results = new ArrayList<>();
    BudgetCalculationRun runForLease = budgetCalculationRunRepository.findUnique(lease, budget, type);
    if (runForLease == null) {
        return results;
    }
    for (BudgetCalculationResult result : runForLease.getBudgetCalculationResults()) {
        // scenario: one override for incoming charge
        if (result.overrideValueForInvoiceCharge() != null) {
            results.add(new DetailedCalculationResultViewmodel(lease.primaryOccupancy().get().getUnit(), "Override for total " + result.getInvoiceCharge().getDescription(), result.getValue().add(result.getShortfall()), result.getValue(), result.getShortfall(), null, result.getInvoiceCharge()));
        } else {
            for (BudgetCalculation calculation : result.getBudgetCalculations()) {
                BigDecimal effectiveValueForIncomingCharge = calculation.getEffectiveValue();
                BigDecimal shortFallForIncomingCharge = BigDecimal.ZERO;
                BigDecimal valueInBudget = BigDecimal.ZERO;
                DetailedCalculationResultViewmodel vm = new DetailedCalculationResultViewmodel(calculation.getUnit(), calculation.getIncomingCharge().getDescription(), calculation.getEffectiveValue(), valueInBudget, effectiveValueForIncomingCharge, shortFallForIncomingCharge, calculation.getInvoiceCharge());
                // set value in Budget
                PartitionItem partitionItem = calculation.getPartitionItem();
                BudgetItem budgetItem = calculation.getBudgetItem();
                BigDecimal valueForBudgetItem = type == BudgetCalculationType.BUDGETED ? budgetItem.getBudgetedValue() : budgetItem.getAuditedValue();
                valueInBudget = valueForBudgetItem;
                vm.setTotalValueInBudget(valueInBudget);
                // set possible overrides for incoming charge
                for (BudgetOverrideValue overrideValue : result.getOverrideValues()) {
                    if (overrideValue.getBudgetOverride().getIncomingCharge() == calculation.getIncomingCharge() && overrideValue.getType() == type) {
                        effectiveValueForIncomingCharge = overrideValue.getValue().multiply(calculation.getPartitionItem().getPartitioning().getFractionOfYear());
                        shortFallForIncomingCharge = calculation.getEffectiveValue().subtract(effectiveValueForIncomingCharge);
                    }
                }
                if (effectiveValueForIncomingCharge != BigDecimal.ZERO) {
                    vm.setEffectiveValueForLease(effectiveValueForIncomingCharge);
                    vm.setShortfall(shortFallForIncomingCharge);
                }
                results.add(vm);
            }
        }
    }
    return results;
}