Examples with AwardAccountObjectCodeTotalBilled org.kuali.kfs.module.ar.businessobject.AwardAccountObjectCodeTotalBilled used on opensource projects

Example 1 with AwardAccountObjectCodeTotalBilled

use of org.kuali.kfs.module.ar.businessobject.AwardAccountObjectCodeTotalBilled in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceCreateDocumentServiceImpl method mapAwardAccountObjectCodeTotalBilledsByCategoryCode.

/**
 * Converts a List of AwardAccountObjectCodeTotalBilled into a Map, keyed by the Cost Category which most closely
 * matches them
 *
 * @param awardAccountObjectCodeTotalBilleds the List of AwardAccountObjectCodeTotalBilled business objects to Map
 * @return the Mapped AwardAccountObjectCodeTotalBilled records
 */
protected Map<String, List<AwardAccountObjectCodeTotalBilled>> mapAwardAccountObjectCodeTotalBilledsByCategoryCode(List<AwardAccountObjectCodeTotalBilled> awardAccountObjectCodeTotalBilleds) {
    Integer fiscalYear = getUniversityDateService().getCurrentFiscalYear();
    Map<String, List<AwardAccountObjectCodeTotalBilled>> billedsMap = new HashMap<>();
    for (AwardAccountObjectCodeTotalBilled billed : awardAccountObjectCodeTotalBilleds) {
        final CostCategory category = getCostCategoryService().getCostCategoryForObjectCode(fiscalYear, billed.getChartOfAccountsCode(), billed.getFinancialObjectCode());
        if (!ObjectUtils.isNull(category)) {
            List<AwardAccountObjectCodeTotalBilled> billedForCategory = billedsMap.get(category.getCategoryCode());
            if (billedForCategory == null) {
                billedForCategory = new ArrayList<>();
            }
            billedForCategory.add(billed);
            billedsMap.put(category.getCategoryCode(), billedForCategory);
        } else {
            LOG.warn("Could not find cost category for AwardAccountObjectCodeTotalBilled, fiscal year = " + fiscalYear + " " + billed.getChartOfAccountsCode() + " " + billed.getFinancialObjectCode());
        }
    }
    return billedsMap;
}

Example 2 with AwardAccountObjectCodeTotalBilled

use of org.kuali.kfs.module.ar.businessobject.AwardAccountObjectCodeTotalBilled in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceCreateDocumentServiceImpl method generateValuesForCategories.

/**
 * 1. This method is responsible to populate categories column for the ContractsGrantsInvoice Document. 2. The
 * categories are retrieved from the Maintenance document as a collection and then a logic with conditions to
 * handle ranges of Object Codes. 3. Once the object codes are retrieved and categories are set the
 * performAccountingCalculations method of InvoiceDetail BO will do all the accounting calculations.
 *
 * @param documentNumber                     the number of the document we want to add invoice details to
 * @param invoiceDetailAccountObjectCodes    the List of InvoiceDetailAccountObjectCodes containing amounts to
 *                                           sum into our invoice details
 * @param budgetAmountsByCostCategory        the budget amounts, sorted by cost category
 * @param awardAccountObjectCodeTotalBilleds the business objects containing what has been billed from the
 *                                           document's award accounts already
 */
public List<ContractsGrantsInvoiceDetail> generateValuesForCategories(String documentNumber, List<InvoiceDetailAccountObjectCode> invoiceDetailAccountObjectCodes, Map<String, KualiDecimal> budgetAmountsByCostCategory, List<AwardAccountObjectCodeTotalBilled> awardAccountObjectCodeTotalBilleds) {
    Collection<CostCategory> costCategories = retrieveAllBillingCategories();
    List<ContractsGrantsInvoiceDetail> invoiceDetails = new ArrayList<>();
    Map<String, List<InvoiceDetailAccountObjectCode>> invoiceDetailAccountObjectCodesMap = mapInvoiceDetailAccountObjectCodesByCategoryCode(invoiceDetailAccountObjectCodes);
    Map<String, List<AwardAccountObjectCodeTotalBilled>> billedsMap = mapAwardAccountObjectCodeTotalBilledsByCategoryCode(awardAccountObjectCodeTotalBilleds);
    for (CostCategory category : costCategories) {
        ContractsGrantsInvoiceDetail invDetail = new ContractsGrantsInvoiceDetail();
        invDetail.setDocumentNumber(documentNumber);
        invDetail.setCategoryCode(category.getCategoryCode());
        invDetail.setCostCategory(category);
        invDetail.setIndirectCostIndicator(category.isIndirectCostIndicator());
        // calculate total billed first
        invDetail.setCumulativeExpenditures(KualiDecimal.ZERO);
        invDetail.setInvoiceAmount(KualiDecimal.ZERO);
        invDetail.setTotalPreviouslyBilled(KualiDecimal.ZERO);
        List<InvoiceDetailAccountObjectCode> invoiceDetailAccountObjectCodesForCategory = invoiceDetailAccountObjectCodesMap.get(category.getCategoryCode());
        if (!CollectionUtils.isEmpty(invoiceDetailAccountObjectCodesForCategory)) {
            for (InvoiceDetailAccountObjectCode invoiceDetailAccountObjectCode : invoiceDetailAccountObjectCodesForCategory) {
                invDetail.setCumulativeExpenditures(invDetail.getCumulativeExpenditures().add(invoiceDetailAccountObjectCode.getCumulativeExpenditures()));
                invDetail.setInvoiceAmount(invDetail.getInvoiceAmount().add(invoiceDetailAccountObjectCode.getCurrentExpenditures()));
            }
        }
        List<AwardAccountObjectCodeTotalBilled> billedForCategory = billedsMap.get(category.getCategoryCode());
        if (!CollectionUtils.isEmpty(billedForCategory)) {
            for (AwardAccountObjectCodeTotalBilled accountObjectCodeTotalBilled : billedForCategory) {
                // this adds up all the total billed based on object code into categories; sum for this category.
                invDetail.setTotalPreviouslyBilled(invDetail.getTotalPreviouslyBilled().add(accountObjectCodeTotalBilled.getTotalBilled()));
            }
        }
        // calculate the rest using billed to date
        if (!ObjectUtils.isNull(budgetAmountsByCostCategory.get(category.getCategoryCode()))) {
            invDetail.setTotalBudget(budgetAmountsByCostCategory.get(category.getCategoryCode()));
        } else {
            invDetail.setTotalBudget(KualiDecimal.ZERO);
        }
        invoiceDetails.add(invDetail);
    }
    return invoiceDetails;
}

Example 3 with AwardAccountObjectCodeTotalBilled

use of org.kuali.kfs.module.ar.businessobject.AwardAccountObjectCodeTotalBilled in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceDocumentServiceImpl method addToAccountObjectCodeBilledTotal.

@Override
public void addToAccountObjectCodeBilledTotal(List<InvoiceDetailAccountObjectCode> invoiceDetailAccountObjectCodes) {
    for (InvoiceDetailAccountObjectCode invoiceDetailAccountObjectCode : invoiceDetailAccountObjectCodes) {
        Map<String, Object> totalBilledKeys = new HashMap<>();
        totalBilledKeys.put(KFSPropertyConstants.PROPOSAL_NUMBER, invoiceDetailAccountObjectCode.getProposalNumber());
        totalBilledKeys.put(KFSPropertyConstants.CHART_OF_ACCOUNTS_CODE, invoiceDetailAccountObjectCode.getChartOfAccountsCode());
        totalBilledKeys.put(KFSPropertyConstants.ACCOUNT_NUMBER, invoiceDetailAccountObjectCode.getAccountNumber());
        totalBilledKeys.put(KFSPropertyConstants.FINANCIAL_OBJECT_CODE, invoiceDetailAccountObjectCode.getFinancialObjectCode());
        List<AwardAccountObjectCodeTotalBilled> awardAccountObjectCodeTotalBilledList = (List<AwardAccountObjectCodeTotalBilled>) businessObjectService.findMatching(AwardAccountObjectCodeTotalBilled.class, totalBilledKeys);
        AwardAccountObjectCodeTotalBilled awardAccountObjectCodeTotalBilled = new AwardAccountObjectCodeTotalBilled();
        if (awardAccountObjectCodeTotalBilledList != null && !awardAccountObjectCodeTotalBilledList.isEmpty()) {
            awardAccountObjectCodeTotalBilled = awardAccountObjectCodeTotalBilledList.get(0);
            awardAccountObjectCodeTotalBilled.setTotalBilled(awardAccountObjectCodeTotalBilled.getTotalBilled().add(invoiceDetailAccountObjectCode.getCurrentExpenditures()));
        } else {
            awardAccountObjectCodeTotalBilled.setProposalNumber(invoiceDetailAccountObjectCode.getProposalNumber());
            awardAccountObjectCodeTotalBilled.setChartOfAccountsCode(invoiceDetailAccountObjectCode.getChartOfAccountsCode());
            awardAccountObjectCodeTotalBilled.setAccountNumber(invoiceDetailAccountObjectCode.getAccountNumber());
            awardAccountObjectCodeTotalBilled.setFinancialObjectCode(invoiceDetailAccountObjectCode.getFinancialObjectCode());
            awardAccountObjectCodeTotalBilled.setTotalBilled(invoiceDetailAccountObjectCode.getCurrentExpenditures());
        }
        getBusinessObjectService().save(awardAccountObjectCodeTotalBilled);
    }
}

Example 4 with AwardAccountObjectCodeTotalBilled

use of org.kuali.kfs.module.ar.businessobject.AwardAccountObjectCodeTotalBilled in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceCreateDocumentServiceImpl method populateInvoiceFromAward.

/*
     * CU Customization (KFSPTS-23675):
     * Added creationProcessType argument and its usage of it.
     */
/**
 * This method takes all the applicable attributes from the associated award object and sets those attributes into
 * their corresponding invoice attributes.
 *
 * @param award           The associated award that the invoice will be linked to.
 * @param awardAccounts
 * @param document
 * @param accountDetails  letter of credit details if we're creating via loc
 * @param locCreationType letter of credit creation type if we're creating via loc
 * @param creationProcessType The creation process type for the related invoice
 */
protected void populateInvoiceFromAward(ContractsAndGrantsBillingAward award, List<ContractsAndGrantsBillingAwardAccount> awardAccounts, ContractsGrantsInvoiceDocument document, List<ContractsGrantsLetterOfCreditReviewDetail> accountDetails, String locCreationType, ContractsAndGrantsInvoiceDocumentCreationProcessType creationProcessType) {
    if (ObjectUtils.isNotNull(award)) {
        InvoiceGeneralDetail invoiceGeneralDetail = new InvoiceGeneralDetail();
        invoiceGeneralDetail.setDocumentNumber(document.getDocumentNumber());
        invoiceGeneralDetail.setProposalNumber(award.getProposalNumber());
        invoiceGeneralDetail.setAward(award);
        Timestamp ts = new Timestamp(new java.util.Date().getTime());
        java.sql.Date today = new java.sql.Date(ts.getTime());
        AccountingPeriod currPeriod = accountingPeriodService.getByDate(today);
        BillingPeriod billingPeriod = verifyBillingFrequencyService.getStartDateAndEndDateOfPreviousBillingPeriod(award, currPeriod, creationProcessType);
        invoiceGeneralDetail.setBillingPeriod(getDateTimeService().toDateString(billingPeriod.getStartDate()) + " to " + getDateTimeService().toDateString(billingPeriod.getEndDate()));
        invoiceGeneralDetail.setLastBilledDate(billingPeriod.getEndDate());
        populateInvoiceDetailFromAward(invoiceGeneralDetail, award);
        document.setInvoiceGeneralDetail(invoiceGeneralDetail);
        // To set Bill by address identifier because it is a required field - set the value to 1 as it is never
        // being used.
        document.setCustomerBillToAddressIdentifier(1);
        // Set Invoice due date to current date as it is required field and never used.
        document.setInvoiceDueDate(dateTimeService.getCurrentSqlDateMidnight());
        document.getInvoiceAddressDetails().clear();
        ContractsAndGrantsBillingAgency agency = award.getAgency();
        if (ObjectUtils.isNotNull(agency)) {
            final List<InvoiceAddressDetail> invoiceAddressDetails = buildInvoiceAddressDetails(award, document);
            document.getInvoiceAddressDetails().addAll(invoiceAddressDetails);
        }
        if (ArConstants.BillingFrequencyValues.isMilestone(document.getInvoiceGeneralDetail())) {
            ContractsAndGrantsBillingAwardAccount awardAccount = awardAccounts.get(0);
            final List<Milestone> milestones = getContractsGrantsBillingUtilityService().getActiveMilestonesForProposalNumber(award.getProposalNumber(), awardAccount.getChartOfAccountsCode(), awardAccount.getAccountNumber());
            if (!CollectionUtils.isEmpty(milestones)) {
                document.getInvoiceMilestones().clear();
                document.getInvoiceMilestones().addAll(buildInvoiceMilestones(milestones));
            }
        } else if (ArConstants.BillingFrequencyValues.isPredeterminedBilling(document.getInvoiceGeneralDetail())) {
            ContractsAndGrantsBillingAwardAccount awardAccount = awardAccounts.get(0);
            final List<Bill> bills = getContractsGrantsBillingUtilityService().getActiveBillsForAwardAccount(award.getProposalNumber(), awardAccount.getChartOfAccountsCode(), awardAccount.getAccountNumber());
            if (!CollectionUtils.isEmpty(bills)) {
                document.getInvoiceBills().clear();
                document.getInvoiceBills().addAll(buildInvoiceBills(bills));
            }
        }
        document.getAccountDetails().clear();
        final List<InvoiceAccountDetail> invoiceAccountDetails = new ArrayList<>();
        List<InvoiceDetailAccountObjectCode> invoiceDetailAccountObjectsCodes = new ArrayList<>();
        Map<String, KualiDecimal> budgetAmountsByCostCategory = new HashMap<>();
        Integer currentYear = getUniversityDateService().getCurrentFiscalYear();
        final boolean firstFiscalPeriod = isFirstFiscalPeriod();
        final Integer fiscalYear = firstFiscalPeriod && ArConstants.BillingFrequencyValues.isTimeBased(document.getInvoiceGeneralDetail()) ? currentYear - 1 : currentYear;
        final SystemOptions systemOptions = optionsService.getOptions(fiscalYear);
        List<String> balanceTypeCodeList = new ArrayList<>();
        balanceTypeCodeList.add(systemOptions.getBudgetCheckingBalanceTypeCd());
        balanceTypeCodeList.add(systemOptions.getActualFinancialBalanceTypeCd());
        for (ContractsAndGrantsBillingAwardAccount awardAccount : awardAccounts) {
            InvoiceAccountDetail invoiceAccountDetail = buildInvoiceAccountDetailForAwardAccount(awardAccount, document.getDocumentNumber());
            final ContractsGrantsLetterOfCreditReviewDetail locReviewDetail = retrieveMatchingLetterOfCreditReviewDetail(awardAccount, accountDetails);
            List<Balance> glBalances = retrieveBalances(fiscalYear, awardAccount.getChartOfAccountsCode(), awardAccount.getAccountNumber(), balanceTypeCodeList);
            KualiDecimal awardAccountBudgetAmount = KualiDecimal.ZERO;
            KualiDecimal awardAccountCumulativeAmount = KualiDecimal.ZERO;
            for (Balance balance : glBalances) {
                if (!isBalanceCostShare(balance)) {
                    if (balance.getBalanceTypeCode().equalsIgnoreCase(systemOptions.getBudgetCheckingBalanceTypeCd())) {
                        awardAccountBudgetAmount = addBalanceToAwardAccountBudgetAmount(balance, awardAccountBudgetAmount, firstFiscalPeriod);
                        updateCategoryBudgetAmountsByBalance(balance, budgetAmountsByCostCategory, firstFiscalPeriod);
                    } else if (balance.getBalanceTypeCode().equalsIgnoreCase(systemOptions.getActualFinancialBalanceTypeCd())) {
                        awardAccountCumulativeAmount = addBalanceToAwardAccountCumulativeAmount(document, balance, award, awardAccountCumulativeAmount, firstFiscalPeriod);
                        updateCategoryActualAmountsByBalance(document, balance, award, invoiceDetailAccountObjectsCodes, firstFiscalPeriod);
                    }
                }
                invoiceAccountDetail.setTotalBudget(awardAccountBudgetAmount);
                invoiceAccountDetail.setCumulativeExpenditures(awardAccountCumulativeAmount);
            }
            invoiceAccountDetails.add(invoiceAccountDetail);
            if (!ObjectUtils.isNull(locReviewDetail) && !locReviewDetail.getClaimOnCashBalance().negated().equals(locReviewDetail.getAmountToDraw()) && ArConstants.BillingFrequencyValues.isLetterOfCredit(award)) {
                distributeAmountAmongAllAccountObjectCodes(document, awardAccount, invoiceDetailAccountObjectsCodes, locReviewDetail);
            } else {
                updateInvoiceDetailAccountObjectCodesByBilledAmount(awardAccount, invoiceDetailAccountObjectsCodes);
            }
        }
        document.getAccountDetails().addAll(invoiceAccountDetails);
        if (!ArConstants.BillingFrequencyValues.isMilestone(document.getInvoiceGeneralDetail()) && !ArConstants.BillingFrequencyValues.isPredeterminedBilling(document.getInvoiceGeneralDetail())) {
            document.getInvoiceDetailAccountObjectCodes().addAll(invoiceDetailAccountObjectsCodes);
            List<AwardAccountObjectCodeTotalBilled> awardAccountObjectCodeTotalBilleds = getAwardAccountObjectCodeTotalBilledDao().getAwardAccountObjectCodeTotalBuildByProposalNumberAndAccount(awardAccounts);
            List<ContractsGrantsInvoiceDetail> invoiceDetails = generateValuesForCategories(document.getDocumentNumber(), document.getInvoiceDetailAccountObjectCodes(), budgetAmountsByCostCategory, awardAccountObjectCodeTotalBilleds);
            document.getInvoiceDetails().addAll(invoiceDetails);
        }
        populateContractsGrantsInvoiceDocument(award, document, accountDetails, locCreationType);
    }
}