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

Example 1 with BillingPeriod

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

the class VerifyBillingFrequencyServiceImpl method validateBillingFrequency.

/*
     * CU Customization (KFSPTS-23675):
     * Added creationProcessType argument and its usage of it.
     */
private boolean validateBillingFrequency(ContractsAndGrantsBillingAward award, Date lastBilledDate, boolean checkBillingPeriodEnd, ContractsAndGrantsInvoiceDocumentCreationProcessType creationProcessType) {
    final Date today = getDateTimeService().getCurrentSqlDate();
    AccountingPeriod currPeriod = accountingPeriodService.getByDate(today);
    BillingPeriod billingPeriod = getStartDateAndEndDateOfPreviousBillingPeriod(award, currPeriod, creationProcessType);
    if (!billingPeriod.isBillable()) {
        return false;
    }
    if (billingPeriod.getStartDate().after(billingPeriod.getEndDate()) && !ArConstants.BillingFrequencyValues.isMilestone(award) && !ArConstants.BillingFrequencyValues.isPredeterminedBilling(award)) {
        return false;
    }
    if (beforeBillingPeriodStart(billingPeriod)) {
        return false;
    }
    return validateBillingFrequencyWithGracePeriod(today, billingPeriod, lastBilledDate, (BillingFrequency) award.getBillingFrequency(), checkBillingPeriodEnd);
}

Example 2 with BillingPeriod

use of org.kuali.kfs.module.ar.businessobject.BillingPeriod 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);
    }
}