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

Example 1 with InvoicePaidApplied

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

the class PaymentApplicationAction method containsIdentical.

protected boolean containsIdentical(CustomerInvoiceDetail customerInvoiceDetail, KualiDecimal amountApplied, List<InvoicePaidApplied> invoicePaidApplieds) {
    boolean identicalFlag = false;
    String custRefInvoiceDocNumber = customerInvoiceDetail.getDocumentNumber();
    Integer custInvoiceSequenceNumber = customerInvoiceDetail.getInvoiceItemNumber();
    for (InvoicePaidApplied invoicePaidApplied : invoicePaidApplieds) {
        String refInvoiceDocNumber = invoicePaidApplied.getFinancialDocumentReferenceInvoiceNumber();
        Integer invoiceSequenceNumber = invoicePaidApplied.getInvoiceItemNumber();
        KualiDecimal appliedAmount = invoicePaidApplied.getInvoiceItemAppliedAmount();
        if (custRefInvoiceDocNumber.equals(refInvoiceDocNumber) && custInvoiceSequenceNumber.equals(invoiceSequenceNumber) && amountApplied.equals(appliedAmount)) {
            identicalFlag = true;
            break;
        }
    }
    return identicalFlag;
}

Example 2 with InvoicePaidApplied

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

the class PaymentApplicationAction method doApplicationOfFunds.

protected void doApplicationOfFunds(PaymentApplicationForm paymentApplicationForm) throws WorkflowException {
    PaymentApplicationDocument paymentApplicationDocument = paymentApplicationForm.getPaymentApplicationDocument();
    List<InvoicePaidApplied> invoicePaidApplieds = new ArrayList<>();
    // apply invoice detail entries
    invoicePaidApplieds.addAll(applyToIndividualCustomerInvoiceDetails(paymentApplicationForm));
    // quick-apply invoices
    invoicePaidApplieds.addAll(quickApplyToInvoices(paymentApplicationForm, invoicePaidApplieds));
    // re-number the paidApplieds internal sequence numbers
    int paidAppliedItemNumber = 1;
    for (InvoicePaidApplied i : invoicePaidApplieds) {
        i.setPaidAppliedItemNumber(paidAppliedItemNumber++);
    }
    // apply non-Invoiced
    NonInvoiced nonInvoiced = applyNonInvoiced(paymentApplicationForm);
    // apply non-applied holdings
    NonAppliedHolding nonAppliedHolding = applyUnapplied(paymentApplicationForm);
    // sum up the paid applieds
    KualiDecimal sumOfInvoicePaidApplieds = KualiDecimal.ZERO;
    for (InvoicePaidApplied invoicePaidApplied : invoicePaidApplieds) {
        KualiDecimal amount = invoicePaidApplied.getInvoiceItemAppliedAmount();
        if (null == amount) {
            amount = KualiDecimal.ZERO;
        }
        sumOfInvoicePaidApplieds = sumOfInvoicePaidApplieds.add(amount);
    }
    // sum up all applieds
    KualiDecimal appliedAmount = KualiDecimal.ZERO;
    appliedAmount = appliedAmount.add(sumOfInvoicePaidApplieds);
    if (null != nonInvoiced && null != nonInvoiced.getFinancialDocumentLineAmount()) {
        appliedAmount = appliedAmount.add(nonInvoiced.getFinancialDocumentLineAmount());
    }
    appliedAmount = appliedAmount.add(paymentApplicationDocument.getSumOfNonAppliedDistributions());
    appliedAmount = appliedAmount.add(paymentApplicationDocument.getSumOfNonInvoicedDistributions());
    appliedAmount = appliedAmount.add(paymentApplicationDocument.getSumOfNonInvoiceds());
    if (null != paymentApplicationDocument.getNonAppliedHoldingAmount()) {
        appliedAmount = appliedAmount.add(paymentApplicationDocument.getNonAppliedHoldingAmount());
    }
    // check that we haven't applied more than our control total
    KualiDecimal controlTotalAmount = paymentApplicationForm.getTotalFromControl();
    // if the person over-applies, we dont stop them, we just complain
    if (appliedAmount.isGreaterThan(controlTotalAmount)) {
        addGlobalError(ArKeyConstants.PaymentApplicationDocumentErrors.CANNOT_APPLY_MORE_THAN_CASH_CONTROL_TOTAL_AMOUNT);
    }
    // swap out the old paidApplieds with the newly generated
    paymentApplicationDocument.getInvoicePaidApplieds().clear();
    paymentApplicationDocument.getInvoicePaidApplieds().addAll(invoicePaidApplieds);
    // NonInvoiced list management
    if (null != nonInvoiced) {
        paymentApplicationDocument.getNonInvoiceds().add(nonInvoiced);
        // re-number the non-invoiced
        int nonInvoicedItemNumber = 1;
        for (NonInvoiced n : paymentApplicationDocument.getNonInvoiceds()) {
            n.setFinancialDocumentLineNumber(nonInvoicedItemNumber++);
            n.refreshReferenceObject("chartOfAccounts");
            n.refreshReferenceObject("account");
            n.refreshReferenceObject("subAccount");
            n.refreshReferenceObject("financialObject");
            n.refreshReferenceObject("financialSubObject");
            n.refreshReferenceObject("project");
        }
        // make an empty new one
        paymentApplicationForm.setNonInvoicedAddLine(new NonInvoiced());
    }
    // reset the allocations, so it gets re-calculated
    paymentApplicationForm.setNonAppliedControlAllocations(null);
    // Update the doc total if it is not a CashControl generated PayApp
    if (!paymentApplicationDocument.hasCashControlDetail()) {
        paymentApplicationDocument.getFinancialSystemDocumentHeader().setFinancialDocumentTotalAmount(appliedAmount);
    }
}

Example 3 with InvoicePaidApplied

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

the class PaymentApplicationAction method applyToIndividualCustomerInvoiceDetails.

protected List<InvoicePaidApplied> applyToIndividualCustomerInvoiceDetails(PaymentApplicationForm paymentApplicationForm) {
    PaymentApplicationDocument paymentApplicationDocument = paymentApplicationForm.getPaymentApplicationDocument();
    // Handle amounts applied at the invoice detail level
    int simpleInvoiceDetailApplicationCounter = 0;
    // calculate paid applieds for all invoices
    List<InvoicePaidApplied> invoicePaidApplieds = this.filterTempInvoicePaidApplieds(paymentApplicationForm);
    for (PaymentApplicationInvoiceApply invoiceApplication : paymentApplicationForm.getInvoiceApplications()) {
        for (PaymentApplicationInvoiceDetailApply detailApplication : invoiceApplication.getDetailApplications()) {
            // selectedInvoiceDetailApplications[${ctr}].amountApplied
            String fieldName = "selectedInvoiceDetailApplications[" + simpleInvoiceDetailApplicationCounter + "].amountApplied";
            // needs to be incremented even if we skip this line
            simpleInvoiceDetailApplicationCounter++;
            // handle the user clicking full apply
            if (detailApplication.isFullApply()) {
                detailApplication.setAmountApplied(detailApplication.getAmountOpen());
            } else {
                // handle the user manually entering an amount
                if (detailApplication.isFullApplyChanged()) {
                    // means it went from true to false
                    detailApplication.setAmountApplied(KualiDecimal.ZERO);
                }
            }
            // Don't add lines where the amount to apply is zero. Wouldn't make any sense to do that.
            if (KualiDecimal.ZERO.equals(detailApplication.getAmountApplied())) {
                continue;
            }
            if (containsIdentical(detailApplication.getInvoiceDetail(), detailApplication.getAmountApplied(), invoicePaidApplieds)) {
                continue;
            }
            // generate and validate the paidApplied, and always add it to the list, even if
            // it fails validation. Validation failures will stop routing.
            LOG.debug("Generating paid applied for detail application " + detailApplication.getInvoiceDocumentNumber());
            InvoicePaidApplied invoicePaidApplied = generateAndValidateNewPaidApplied(detailApplication, fieldName, paymentApplicationDocument);
            GlobalVariables.getMessageMap().addToErrorPath(KFSConstants.PaymentApplicationTabErrorCodes.APPLY_TO_INVOICE_DETAIL_TAB);
            GlobalVariables.getMessageMap().removeFromErrorPath(KFSConstants.PaymentApplicationTabErrorCodes.APPLY_TO_INVOICE_DETAIL_TAB);
            invoicePaidApplieds.add(invoicePaidApplied);
        }
    }
    return invoicePaidApplieds;
}

Example 4 with InvoicePaidApplied

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

the class PaymentApplicationAction method adjustBothQuickApplyToInvoiceAndApplyToInvoiceDetailDueToDeleteInvoicePaidApplied.

protected void adjustBothQuickApplyToInvoiceAndApplyToInvoiceDetailDueToDeleteInvoicePaidApplied(PaymentApplicationForm paymentApplicationForm, int deletedAppliedFundsIndex) {
    PaymentApplicationDocument paymentApplicationDocument = paymentApplicationForm.getPaymentApplicationDocument();
    InvoicePaidApplied appliedFundBeingDeleted = paymentApplicationDocument.getInvoicePaidApplieds().get(deletedAppliedFundsIndex);
    String summaryOfAppliedFundsDocumentNumberBeingDeleted = appliedFundBeingDeleted.getFinancialDocumentReferenceInvoiceNumber();
    KualiDecimal summaryOfAppliedFundsAmountBeingDeleted = appliedFundBeingDeleted.getInvoiceItemAppliedAmount();
    if (StringUtils.isNotBlank(summaryOfAppliedFundsDocumentNumberBeingDeleted)) {
        for (PaymentApplicationInvoiceApply invoiceListItem : paymentApplicationForm.getInvoiceApplications()) {
            for (PaymentApplicationInvoiceDetailApply invoiceListItemDetail : invoiceListItem.getDetailApplications()) {
                deleteCleanupOfApplyToInvoiceDetailData(invoiceListItemDetail, summaryOfAppliedFundsDocumentNumberBeingDeleted, summaryOfAppliedFundsAmountBeingDeleted);
                deleteCleanupOfQuickApplyToInvoiceData(invoiceListItem, invoiceListItemDetail, summaryOfAppliedFundsDocumentNumberBeingDeleted);
            }
        }
    }
}

Example 5 with InvoicePaidApplied

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

the class ContractsGrantsPaymentHistoryReportLookupableHelperServiceImpl method performLookup.

/*
     * back-port FINP-7396
     */
@Override
public Collection<ContractsGrantsPaymentHistoryReport> performLookup(LookupForm lookupForm, Collection<ResultRow> resultTable, boolean bounded) {
    Map<String, String> lookupFormFields = lookupForm.getFieldsForLookup();
    setBackLocation(lookupForm.getFieldsForLookup().get(KRADConstants.BACK_LOCATION));
    setDocFormKey(lookupForm.getFieldsForLookup().get(KRADConstants.DOC_FORM_KEY));
    Collection<ContractsGrantsPaymentHistoryReport> displayList = new ArrayList<>();
    Map<String, String> invoiceAppliedLookupFields = new HashMap<>();
    if (lookupFormFields.containsKey(ArPropertyConstants.INVOICE_TYPE)) {
        invoiceAppliedLookupFields.put(ArPropertyConstants.CUSTOMER_INVOICE_DOCUMENT + "." + KFSPropertyConstants.DOCUMENT_HEADER + "." + KFSPropertyConstants.WORKFLOW_DOCUMENT_TYPE_NAME, lookupFormFields.get(ArPropertyConstants.INVOICE_TYPE));
    }
    if (lookupFormFields.containsKey(ArPropertyConstants.PAYMENT_NUMBER)) {
        invoiceAppliedLookupFields.put(KFSPropertyConstants.DOCUMENT_NUMBER, lookupFormFields.get(ArPropertyConstants.PAYMENT_NUMBER));
    }
    if (lookupFormFields.containsKey(ArPropertyConstants.CustomerFields.CUSTOMER_NUMBER)) {
        invoiceAppliedLookupFields.put(ArPropertyConstants.CUSTOMER_INVOICE_DOCUMENT + "." + ArPropertyConstants.CustomerInvoiceDocumentFields.CUSTOMER_NUMBER, lookupFormFields.get(ArPropertyConstants.CustomerFields.CUSTOMER_NUMBER));
    }
    if (lookupFormFields.containsKey(ArPropertyConstants.PAYMENT_AMOUNT)) {
        invoiceAppliedLookupFields.put(ArPropertyConstants.CustomerInvoiceDetailFields.INVOICE_ITEM_APPLIED_AMOUNT, lookupFormFields.get(ArPropertyConstants.PAYMENT_AMOUNT));
    }
    if (lookupFormFields.containsKey(ArPropertyConstants.INVOICE_NUMBER)) {
        invoiceAppliedLookupFields.put(ArPropertyConstants.CustomerInvoiceDocumentFields.FINANCIAL_DOCUMENT_REF_INVOICE_NUMBER, lookupFormFields.get(ArPropertyConstants.INVOICE_NUMBER));
    }
    Collection<InvoicePaidApplied> invoicePaidApplieds = getLookupService().findCollectionBySearchHelper(InvoicePaidApplied.class, invoiceAppliedLookupFields, true);
    // For each Cash Control doc, get a list of payment app doc numbers
    try {
        for (InvoicePaidApplied invoicePaidApplied : invoicePaidApplieds) {
            boolean useInvoicePaidApplied = true;
            final Document doc = getDocumentService().getByDocumentHeaderId(invoicePaidApplied.getDocumentNumber());
            if (doc instanceof PaymentApplicationAdjustableDocument) {
                final PaymentApplicationAdjustableDocument paymentApp = (PaymentApplicationAdjustableDocument) doc;
                if (getFinancialSystemDocumentService().getUnsuccessfulDocumentStatuses().contains(paymentApp.getFinancialSystemDocumentHeader().getWorkflowDocumentStatusCode())) {
                    useInvoicePaidApplied = false;
                }
                if (StringUtils.isNotBlank(lookupFormFields.get(ArPropertyConstants.APPLIED_INDICATOR))) {
                    final String appliedIndicator = lookupFormFields.get(ArPropertyConstants.APPLIED_INDICATOR);
                    if (KRADConstants.YES_INDICATOR_VALUE.equals(appliedIndicator) && !getFinancialSystemDocumentService().getSuccessfulDocumentStatuses().contains(paymentApp.getFinancialSystemDocumentHeader().getWorkflowDocumentStatusCode())) {
                        useInvoicePaidApplied = false;
                    } else if (KRADConstants.NO_INDICATOR_VALUE.equals(appliedIndicator) && !getFinancialSystemDocumentService().getPendingDocumentStatuses().contains(paymentApp.getFinancialSystemDocumentHeader().getWorkflowDocumentStatusCode())) {
                        useInvoicePaidApplied = false;
                    }
                }
                final DateTime dateFinalized = paymentApp.getDocumentHeader().getWorkflowDocument().getDateFinalized();
                Date paymentAppFinalDate = null;
                if (dateFinalized != null) {
                    paymentAppFinalDate = dateFinalized.toDate();
                }
                if (StringUtils.isNotBlank(lookupFormFields.get(ArPropertyConstants.PAYMENT_DATE))) {
                    final Date toPaymentDate = getDateTimeService().convertToDate(lookupFormFields.get(ArPropertyConstants.PAYMENT_DATE));
                    if (paymentAppFinalDate == null || !KfsDateUtils.isSameDay(paymentAppFinalDate, toPaymentDate) && toPaymentDate.before(paymentAppFinalDate)) {
                        useInvoicePaidApplied = false;
                    }
                }
                if (StringUtils.isNotBlank(lookupFormFields.get(KFSPropertyConstants.RANGE_LOWER_BOUND_KEY_PREFIX + ArPropertyConstants.PAYMENT_DATE))) {
                    final Date fromPaymentDate = getDateTimeService().convertToDate(lookupFormFields.get(KFSPropertyConstants.RANGE_LOWER_BOUND_KEY_PREFIX + ArPropertyConstants.PAYMENT_DATE));
                    if (paymentAppFinalDate == null || !KfsDateUtils.isSameDay(paymentAppFinalDate, fromPaymentDate) && fromPaymentDate.after(paymentAppFinalDate)) {
                        useInvoicePaidApplied = false;
                    }
                }
                final ContractsGrantsInvoiceDocument cgInvoiceDocument = getBusinessObjectService().findBySinglePrimaryKey(ContractsGrantsInvoiceDocument.class, invoicePaidApplied.getFinancialDocumentReferenceInvoiceNumber());
                OperatorAndValue invoiceAmountOperator = buildOperatorAndValueFromField(lookupFormFields, ArPropertyConstants.INVOICE_AMOUNT);
                if (invoiceAmountOperator != null && !invoiceAmountOperator.applyComparison(cgInvoiceDocument.getTotalDollarAmount())) {
                    useInvoicePaidApplied = false;
                }
                if (StringUtils.isNotBlank(lookupFormFields.get(KFSPropertyConstants.AWARD_NUMBER))) {
                    if (!StringUtils.equals(cgInvoiceDocument.getInvoiceGeneralDetail().getAward().getProposalNumber(), lookupFormFields.get(KFSPropertyConstants.AWARD_NUMBER))) {
                        useInvoicePaidApplied = false;
                    }
                }
                if (StringUtils.isNotBlank(lookupFormFields.get(ArPropertyConstants.REVERSED_INDICATOR))) {
                    final String reversedIndicator = lookupFormFields.get(ArPropertyConstants.REVERSED_INDICATOR);
                    if (KRADConstants.YES_INDICATOR_VALUE.equals(reversedIndicator) && !cgInvoiceDocument.isInvoiceReversal()) {
                        useInvoicePaidApplied = false;
                    } else if (KRADConstants.NO_INDICATOR_VALUE.equals(reversedIndicator) & cgInvoiceDocument.isInvoiceReversal()) {
                        useInvoicePaidApplied = false;
                    }
                }
                if (useInvoicePaidApplied) {
                    ContractsGrantsPaymentHistoryReport cgPaymentHistoryReport = new ContractsGrantsPaymentHistoryReport();
                    cgPaymentHistoryReport.setPaymentNumber(invoicePaidApplied.getDocumentNumber());
                    cgPaymentHistoryReport.setPaymentDocumentType(paymentApp.getDocumentHeader().getWorkflowDocument().getDocumentTypeName());
                    FinancialSystemDocumentHeader documentHeader = (FinancialSystemDocumentHeader) cgInvoiceDocument.getDocumentHeader();
                    cgPaymentHistoryReport.setInvoiceType(documentHeader.getWorkflowDocumentTypeName());
                    cgPaymentHistoryReport.setPaymentAmount(invoicePaidApplied.getInvoiceItemAppliedAmount());
                    cgPaymentHistoryReport.setInvoiceNumber(invoicePaidApplied.getFinancialDocumentReferenceInvoiceNumber());
                    if (dateFinalized != null) {
                        cgPaymentHistoryReport.setPaymentDate(new java.sql.Date(dateFinalized.getMillis()));
                    }
                    cgPaymentHistoryReport.setAppliedIndicator(getFinancialSystemDocumentService().getSuccessfulDocumentStatuses().contains(paymentApp.getFinancialSystemDocumentHeader().getWorkflowDocumentStatusCode()));
                    if (ObjectUtils.isNotNull(cgInvoiceDocument.getInvoiceGeneralDetail())) {
                        cgPaymentHistoryReport.setAwardNumber(cgInvoiceDocument.getInvoiceGeneralDetail().getProposalNumber());
                    }
                    cgPaymentHistoryReport.setReversedIndicator(cgInvoiceDocument.isInvoiceReversal());
                    cgPaymentHistoryReport.setCustomerNumber(cgInvoiceDocument.getCustomerNumber());
                    cgPaymentHistoryReport.setCustomerName(cgInvoiceDocument.getCustomer().getCustomerName());
                    cgPaymentHistoryReport.setInvoiceAmount(cgInvoiceDocument.getTotalDollarAmount());
                    displayList.add(cgPaymentHistoryReport);
                }
            }
        }
        buildResultTable(lookupForm, displayList, resultTable);
    } catch (WorkflowException we) {
        throw new RuntimeException("Could not open payment application document related to search", we);
    } catch (ParseException pe) {
        throw new RuntimeException("I tried to validate the date and amount fields related to search, I really " + "did.  But...I guess I didn't try hard enough", pe);
    }
    return displayList;
}