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

Example 1 with NonAppliedHolding

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

the class PaymentApplicationAction method applyUnapplied.

protected NonAppliedHolding applyUnapplied(PaymentApplicationForm payAppForm) throws WorkflowException {
    PaymentApplicationDocument payAppDoc = payAppForm.getPaymentApplicationDocument();
    KualiDecimal amount = payAppForm.getNonAppliedHoldingAmount();
    // validate the customer number in the unapplied
    if (StringUtils.isNotBlank(payAppForm.getNonAppliedHoldingCustomerNumber())) {
        Map<String, String> pkMap = new HashMap<>();
        pkMap.put(ArPropertyConstants.CustomerFields.CUSTOMER_NUMBER, payAppForm.getNonAppliedHoldingCustomerNumber().toUpperCase(Locale.US));
        int found = getBusinessObjectService().countMatching(Customer.class, pkMap);
        if (found == 0) {
            addFieldError(KFSConstants.PaymentApplicationTabErrorCodes.UNAPPLIED_TAB, ArPropertyConstants.PaymentApplicationDocumentFields.UNAPPLIED_CUSTOMER_NUMBER, ArKeyConstants.PaymentApplicationDocumentErrors.ENTERED_INVOICE_CUSTOMER_NUMBER_INVALID);
            return null;
        }
        // force customer number to upper
        payAppForm.setNonAppliedHoldingCustomerNumber(payAppForm.getNonAppliedHoldingCustomerNumber().toUpperCase(Locale.US));
    }
    // validate the amount in the unapplied
    if (payAppForm.getNonAppliedHoldingAmount() != null && payAppForm.getNonAppliedHoldingAmount().isNegative()) {
        addFieldError(KFSConstants.PaymentApplicationTabErrorCodes.UNAPPLIED_TAB, ArPropertyConstants.PaymentApplicationDocumentFields.UNAPPLIED_AMOUNT, ArKeyConstants.PaymentApplicationDocumentErrors.UNAPPLIED_AMOUNT_CANNOT_BE_NEGATIVE);
        return null;
    }
    // if we dont have enough information to make an UnApplied, then do nothing
    if (StringUtils.isBlank(payAppForm.getNonAppliedHoldingCustomerNumber()) || amount == null || amount.isZero()) {
        payAppDoc.setNonAppliedHolding(null);
        return null;
    }
    // if we already have a NonAppliedHolding on the doc, we want to get that to avoid an OLE, otherwise, we'll
    // create a new one
    NonAppliedHolding nonAppliedHolding = payAppDoc.getNonAppliedHolding();
    if (ObjectUtils.isNull(nonAppliedHolding)) {
        nonAppliedHolding = new NonAppliedHolding();
        nonAppliedHolding.setCustomerNumber(payAppForm.getNonAppliedHoldingCustomerNumber().toUpperCase(Locale.US));
        nonAppliedHolding.setReferenceFinancialDocumentNumber(payAppDoc.getDocumentNumber());
        payAppDoc.setNonAppliedHolding(nonAppliedHolding);
    }
    nonAppliedHolding.setFinancialDocumentLineAmount(amount);
    boolean isValid = PaymentApplicationDocumentRuleUtil.validateNonAppliedHolding(payAppDoc, payAppForm.getTotalFromControl());
    // check the validation results and return null if there were any errors
    if (!isValid) {
        return null;
    }
    return nonAppliedHolding;
}

Example 2 with NonAppliedHolding

use of org.kuali.kfs.module.ar.businessobject.NonAppliedHolding 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 NonAppliedHolding

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

the class PaymentApplicationForm method getNonAppliedControlHoldings.

public List<NonAppliedHolding> getNonAppliedControlHoldings() {
    EntryHolderComparator entryHolderComparator = new EntryHolderComparator();
    List<EntryHolder> entryHoldings = new ArrayList<>();
    for (NonAppliedHolding nonAppliedControlHolding : nonAppliedControlHoldings) {
        entryHoldings.add(new EntryHolder(nonAppliedControlHolding.getDocumentHeader().getWorkflowDocument().getDateCreated().toDate(), nonAppliedControlHolding));
    }
    if (entryHoldings.size() > 0) {
        entryHoldings.sort(entryHolderComparator);
    }
    List<NonAppliedHolding> results = new ArrayList<>();
    for (EntryHolder entryHolder : entryHoldings) {
        results.add((NonAppliedHolding) entryHolder.getHolder());
    }
    return results;
}

Example 4 with NonAppliedHolding

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

the class PaymentApplicationAction method loadInvoices.

/**
 * This method loads the invoices for currently selected customer
 *
 * @param payAppForm
 * @param selectedInvoiceNumber
 */
protected void loadInvoices(PaymentApplicationForm payAppForm, String selectedInvoiceNumber) {
    PaymentApplicationDocument payAppDoc = payAppForm.getPaymentApplicationDocument();
    AccountsReceivableDocumentHeader arDocHeader = payAppDoc.getAccountsReceivableDocumentHeader();
    String currentInvoiceNumber = selectedInvoiceNumber;
    // entered against the db, and complain to the user if either is not right.
    if (StringUtils.isNotBlank(payAppForm.getSelectedCustomerNumber())) {
        Map<String, String> pkMap = new HashMap<>();
        pkMap.put(ArPropertyConstants.CustomerFields.CUSTOMER_NUMBER, payAppForm.getSelectedCustomerNumber());
        int found = getBusinessObjectService().countMatching(Customer.class, pkMap);
        if (found == 0) {
            addFieldError(KFSConstants.PaymentApplicationTabErrorCodes.APPLY_TO_INVOICE_DETAIL_TAB, ArPropertyConstants.PaymentApplicationDocumentFields.ENTERED_INVOICE_CUSTOMER_NUMBER, ArKeyConstants.PaymentApplicationDocumentErrors.ENTERED_INVOICE_CUSTOMER_NUMBER_INVALID);
        }
    }
    boolean validInvoice = this.isValidInvoice(payAppForm);
    if (!validInvoice) {
        addFieldError(KFSConstants.PaymentApplicationTabErrorCodes.APPLY_TO_INVOICE_DETAIL_TAB, ArPropertyConstants.PaymentApplicationDocumentFields.ENTERED_INVOICE_NUMBER, ArKeyConstants.ERROR_CUSTOMER_INVOICE_DOCUMENT_NOT_FINAL);
    }
    // form with an empty customer number wherever possible.
    if (StringUtils.isBlank(payAppForm.getSelectedCustomerNumber())) {
        if (StringUtils.isBlank(arDocHeader.getCustomerNumber())) {
            if (payAppDoc.hasCashControlDetail()) {
                payAppForm.setSelectedCustomerNumber(payAppDoc.getCashControlDetail().getCustomerNumber());
                arDocHeader.setCustomerNumber(payAppDoc.getCashControlDetail().getCustomerNumber());
            }
        } else {
            payAppForm.setSelectedCustomerNumber(arDocHeader.getCustomerNumber());
        }
    } else {
        arDocHeader.setCustomerNumber(payAppForm.getSelectedCustomerNumber());
    }
    String customerNumber = payAppForm.getSelectedCustomerNumber();
    // Invoice number entered, but no customer number entered
    if (StringUtils.isBlank(customerNumber) && StringUtils.isNotBlank(currentInvoiceNumber) && validInvoice) {
        Customer customer = getCustomerInvoiceDocumentService().getCustomerByInvoiceDocumentNumber(currentInvoiceNumber);
        customerNumber = customer.getCustomerNumber();
        payAppDoc.getAccountsReceivableDocumentHeader().setCustomerNumber(customerNumber);
    }
    // load up the control docs and non-applied holdings for non-cash-control payapps
    if (StringUtils.isNotBlank(customerNumber)) {
        if (!payAppDoc.hasCashControlDocument()) {
            List<PaymentApplicationDocument> nonAppliedControlDocs = new ArrayList<>();
            List<NonAppliedHolding> nonAppliedControlHoldings = new ArrayList<>();
            // documents and nonapplied holdings that this doc paid against.
            if (payAppDoc.isFinal()) {
                nonAppliedControlDocs.addAll(payAppDoc.getPaymentApplicationDocumentsUsedAsControlDocuments());
                nonAppliedControlHoldings.addAll(payAppDoc.getNonAppliedHoldingsUsedAsControls());
            } else {
                // otherwise, we pull all available non-zero non-applied holdings for
                // this customer, and make the associated docs and non-applied holdings available
                // retrieve the set of available non-applied holdings for this customer
                nonAppliedControlHoldings.addAll(getNonAppliedHoldingService().getNonAppliedHoldingsForCustomer(customerNumber));
                // get the parent list of payapp documents that they come from
                List<String> controlDocNumbers = new ArrayList<>();
                for (NonAppliedHolding nonAppliedHolding : nonAppliedControlHoldings) {
                    if (nonAppliedHolding.getAvailableUnappliedAmount().isPositive() && !controlDocNumbers.contains(nonAppliedHolding.getReferenceFinancialDocumentNumber())) {
                        controlDocNumbers.add(nonAppliedHolding.getReferenceFinancialDocumentNumber());
                    }
                }
                // only try to retrieve docs if we have any to retrieve
                if (!controlDocNumbers.isEmpty()) {
                    try {
                        List<Document> docs = getDocumentService().getDocumentsByListOfDocumentHeaderIds(PaymentApplicationDocument.class, controlDocNumbers);
                        for (Document doc : docs) {
                            nonAppliedControlDocs.add((PaymentApplicationDocument) doc);
                        }
                    } catch (WorkflowException e) {
                        throw new RuntimeException("A runtimeException was thrown when trying to retrieve a list " + "of documents.", e);
                    }
                }
            }
            // set the form vars from what we've loaded up here
            payAppForm.setNonAppliedControlDocs(nonAppliedControlDocs);
            payAppForm.setNonAppliedControlHoldings(nonAppliedControlHoldings);
            payAppDoc.setNonAppliedHoldingsForCustomer(new ArrayList<>(nonAppliedControlHoldings));
            payAppForm.setNonAppliedControlAllocations(null);
        }
    }
    // reload invoices for the selected customer number
    if (StringUtils.isNotBlank(customerNumber)) {
        Collection<CustomerInvoiceDocument> openInvoicesForCustomer;
        // at this point, we want to show the invoices it paid against, NOT the set of open invoices
        if (payAppDoc.isFinal()) {
            openInvoicesForCustomer = payAppDoc.getInvoicesPaidAgainst();
        } else {
            openInvoicesForCustomer = getCustomerInvoiceDocumentService().getOpenInvoiceDocumentsByCustomerNumber(customerNumber);
        }
        payAppForm.setInvoices(new ArrayList<>(openInvoicesForCustomer));
        payAppForm.setupInvoiceWrappers(payAppDoc.getDocumentNumber());
    }
    // if no invoice number entered than get the first invoice
    if (StringUtils.isNotBlank(customerNumber) && StringUtils.isBlank(currentInvoiceNumber)) {
        if (payAppForm.getInvoices() == null || payAppForm.getInvoices().isEmpty()) {
            currentInvoiceNumber = null;
        } else {
            currentInvoiceNumber = payAppForm.getInvoices().get(0).getDocumentNumber();
        }
    }
    // load information for the current selected invoice
    if (StringUtils.isNotBlank(currentInvoiceNumber)) {
        payAppForm.setSelectedInvoiceDocumentNumber(currentInvoiceNumber);
        payAppForm.setEnteredInvoiceDocumentNumber(currentInvoiceNumber);
    }
    // Make sure the invoice applies state are up to date
    for (PaymentApplicationInvoiceApply invoiceApplication : payAppForm.getInvoiceApplications()) {
        updateInvoiceApplication(payAppDoc, invoiceApplication);
    }
    // clear any NonInvoiced add line information from the form vars
    payAppForm.setNonInvoicedAddLine(null);
    // load any NonAppliedHolding information into the form vars
    if (payAppDoc.getNonAppliedHolding() != null) {
        payAppForm.setNonAppliedHoldingCustomerNumber(payAppDoc.getNonAppliedHolding().getCustomerNumber());
        payAppForm.setNonAppliedHoldingAmount(payAppDoc.getNonAppliedHolding().getFinancialDocumentLineAmount());
    } else {
        // clear any NonAppliedHolding information from the form vars if it's empty
        payAppForm.setNonAppliedHoldingCustomerNumber(null);
        payAppForm.setNonAppliedHoldingAmount(null);
    }
    // Presort this list to not reload in the jsp - https://jira.kuali.org/browse/KFSCNTRB-1377
    payAppForm.setInvoiceApplications(sortInvoiceApplications(payAppForm.getInvoiceApplications()));
}