Examples with FinancialAccount org.estatio.module.financial.dom.FinancialAccount used on opensource projects

Example 1 with FinancialAccount

use of org.estatio.module.financial.dom.FinancialAccount in project estatio by estatio.

the class Guarantee method remove.

@Action(semantics = SemanticsOf.NON_IDEMPOTENT_ARE_YOU_SURE)
public void remove(final String reason) {
    remove(this);
    final FinancialAccount financialAccount = getFinancialAccount();
    this.setFinancialAccount(null);
    if (financialAccount != null) {
        financialAccount.remove(reason);
    }
}

Example 2 with FinancialAccount

use of org.estatio.module.financial.dom.FinancialAccount in project estatio by estatio.

the class GuaranteeRepository method newGuarantee.

@Programmatic
public Guarantee newGuarantee(final Lease lease, @Parameter(regexPattern = ReferenceType.Meta.REGEX, regexPatternReplacement = ReferenceType.Meta.REGEX_DESCRIPTION) final String reference, final String name, final GuaranteeType guaranteeType, final LocalDate startDate, final LocalDate endDate, final String description, final BigDecimal contractualAmount, final BigDecimal startAmount) {
    AgreementRoleType artGuarantee = agreementRoleTypeRepository.find(GuaranteeAgreementRoleTypeEnum.GUARANTEE);
    Party leasePrimaryParty = lease.getPrimaryParty();
    AgreementRoleType artGuarantor = agreementRoleTypeRepository.find(GuaranteeAgreementRoleTypeEnum.GUARANTOR);
    Party leaseSecondaryParty = lease.getSecondaryParty();
    Guarantee guarantee = newTransientInstance(Guarantee.class);
    final AgreementType at = agreementTypeRepository.find(GuaranteeAgreementTypeEnum.GUARANTEE);
    guarantee.setType(at);
    guarantee.setReference(reference);
    guarantee.setDescription(description);
    guarantee.setName(name);
    guarantee.setStartDate(startDate);
    guarantee.setEndDate(endDate);
    guarantee.setGuaranteeType(guaranteeType);
    guarantee.setLease(lease);
    guarantee.setContractualAmount(contractualAmount);
    guarantee.newRole(artGuarantee, leasePrimaryParty, null, null);
    guarantee.newRole(artGuarantor, leaseSecondaryParty, null, null);
    FinancialAccountType financialAccountType = guaranteeType.getFinancialAccountType();
    if (financialAccountType != null) {
        FinancialAccount financialAccount = financialAccountRepository.newFinancialAccount(financialAccountType, reference, name, leaseSecondaryParty);
        guarantee.setFinancialAccount(financialAccount);
        if (ObjectUtils.compare(startAmount, BigDecimal.ZERO) > 0) {
            financialAccountTransactionRepository.newTransaction(guarantee.getFinancialAccount(), startDate, null, startAmount);
        }
    }
    persistIfNotAlready(guarantee);
    return guarantee;
}

Example 3 with FinancialAccount

use of org.estatio.module.financial.dom.FinancialAccount in project estatio by estatio.

the class FinancialAccountRepository_create_IntegTest method when_bankAccount.

@Test
public void when_bankAccount() throws Exception {
    final FinancialAccountType[] financialAccountTypes = FinancialAccountType.values();
    for (final FinancialAccountType financialAccountType : financialAccountTypes) {
        final String someRef = fakeDataService.strings().fixed(4);
        final String someName = fakeDataService.strings().upper(20);
        // given
        final List<FinancialAccount> before = financialAccountRepository.allAccounts();
        // when
        final FinancialAccount financialAccount = financialAccountRepository.newFinancialAccount(financialAccountType, someRef, someName, party);
        // then
        assertThat(financialAccount.getType()).isEqualTo(financialAccountType);
        assertThat(financialAccount.getReference()).isEqualTo(someRef);
        assertThat(financialAccount.getName()).isEqualTo(someName);
        final List<FinancialAccount> after = financialAccountRepository.allAccounts();
        assertThat(after).contains(financialAccount);
        assertThat(after.size()).isEqualTo(before.size() + 1);
    }
}

Example 4 with FinancialAccount

use of org.estatio.module.financial.dom.FinancialAccount in project estatio by estatio.

the class PartyBankAccountsAndMandatesDtoFactory method newDto.

@Programmatic
public BankAccountsAndMandatesDto newDto(final Party party) {
    final BankAccountsAndMandatesDto dto = new BankAccountsAndMandatesDto();
    final List<FinancialAccount> financialAccountList = financialAccountRepository.findAccountsByTypeOwner(FinancialAccountType.BANK_ACCOUNT, party);
    final List<BankAccountDto> bankAccountDtos = financialAccountList.stream().map(x -> bankAccountDtoFactory.newDto((BankAccount) x)).collect(Collectors.toList());
    dto.setBankAccounts(bankAccountDtos);
    final AgreementType bankMandateAt = agreementTypeRepository.find(BankMandateAgreementTypeEnum.MANDATE);
    final AgreementRoleType debtorOfMandate = agreementRoleTypeRepository.findByAgreementTypeAndTitle(bankMandateAt, BankMandateAgreementRoleTypeEnum.DEBTOR.getTitle());
    final List<AgreementRole> agreementRoles = agreementRoleRepository.findByPartyAndType(party, debtorOfMandate);
    final List<BankMandateDto> mandateDtos = agreementRoles.stream().map(x -> x.getAgreement()).map(x -> bankMandateDtoFactory.newDto((BankMandate) x)).collect(Collectors.toList());
    dto.setBankMandates(mandateDtos);
    return dto;
}

Example 5 with FinancialAccount

use of org.estatio.module.financial.dom.FinancialAccount in project estatio by estatio.

the class DebtorBankAccountService method uniqueDebtorAccountToPay.

@Programmatic
public BankAccount uniqueDebtorAccountToPay(final IncomingInvoice invoice) {
    final Party buyer = invoice.getBuyer();
    List<BankAccount> bankAccountsForBuyer = bankAccountRepository.findBankAccountsByOwner(buyer);
    final Property propertyIfAny = invoice.getProperty();
    if (propertyIfAny != null) {
        List<FixedAssetFinancialAccount> fafrList = fixedAssetFinancialAccountRepository.findByFixedAsset(propertyIfAny);
        List<FinancialAccount> bankAccountsForProperty = fafrList.stream().map(FixedAssetFinancialAccount::getFinancialAccount).filter(BankAccount.class::isInstance).map(BankAccount.class::cast).collect(Collectors.toList());
        bankAccountsForBuyer.retainAll(bankAccountsForProperty);
    }
    // original implementation ... see if we already have a unique bank account
    int numBankAccounts = bankAccountsForBuyer.size();
    switch(numBankAccounts) {
        case 0:
            return null;
        case 1:
            return bankAccountsForBuyer.get(0);
        default:
    }
    // see if removing non-preferred helps
    bankAccountsForBuyer.removeIf(x -> (x.getPreferred() == null || !x.getPreferred()));
    numBankAccounts = bankAccountsForBuyer.size();
    switch(numBankAccounts) {
        case 0:
            return null;
        case 1:
            return bankAccountsForBuyer.get(0);
        default:
            // give up, still non-duplicate
            return null;
    }
}