Examples with ContractsGrantsInvoiceDocument org.kuali.kfs.module.ar.document.ContractsGrantsInvoiceDocument used on opensource projects

Example 11 with ContractsGrantsInvoiceDocument

use of org.kuali.kfs.module.ar.document.ContractsGrantsInvoiceDocument in project cu-kfs by CU-CommunityApps.

the class FirstInvoiceForAwardSuspensionCategory method priorSuccessfulInvoicesExist.

protected boolean priorSuccessfulInvoicesExist(ContractsGrantsInvoiceDocument contractsGrantsInvoiceDocument) {
    Map<String, String> criteria = new HashMap<>();
    String proposalNumber = contractsGrantsInvoiceDocument.getInvoiceGeneralDetail().getProposalNumber();
    String documentNumber = contractsGrantsInvoiceDocument.getDocumentNumber();
    ContractsAndGrantsBillingAward award = contractsGrantsInvoiceDocument.getInvoiceGeneralDetail().getAward();
    criteria.put(ArPropertyConstants.ContractsGrantsInvoiceDocumentFields.PROPOSAL_NUMBER, proposalNumber);
    criteria.put(KFSPropertyConstants.DOCUMENT_HEADER + KFSConstants.DELIMITER + KFSPropertyConstants.WORKFLOW_DOCUMENT_STATUS_CODE, buildSuccessfulDocumentStatusesCriteria());
    criteria.put(KFSPropertyConstants.DOCUMENT_NUMBER, SearchOperator.NOT.op() + documentNumber);
    Map<String, String> extraCriteria = buildAdditionalCriteriaForInvoicingOption(contractsGrantsInvoiceDocument, award.getInvoicingOptionCode());
    criteria.putAll(extraCriteria);
    Collection<ContractsGrantsInvoiceDocument> priorInvoices = contractsGrantsInvoiceDocumentDao.getMatchingInvoicesByCollection(criteria);
    return CollectionUtils.isNotEmpty(priorInvoices);
}

Example 12 with ContractsGrantsInvoiceDocument

use of org.kuali.kfs.module.ar.document.ContractsGrantsInvoiceDocument 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;
}

Example 13 with ContractsGrantsInvoiceDocument

use of org.kuali.kfs.module.ar.document.ContractsGrantsInvoiceDocument in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceDocumentServiceImpl method getOtherTotalBilledForAwardPeriod.

@Override
public KualiDecimal getOtherTotalBilledForAwardPeriod(ContractsGrantsInvoiceDocument contractsGrantsInvoiceDocument) {
    KualiDecimal newTotalBilled = KualiDecimal.ZERO;
    Map<String, String> fieldValuesForInvoice = new HashMap<>();
    fieldValuesForInvoice.put(ArPropertyConstants.ContractsGrantsInvoiceDocumentFields.PROPOSAL_NUMBER, contractsGrantsInvoiceDocument.getInvoiceGeneralDetail().getProposalNumber());
    fieldValuesForInvoice.put(ArPropertyConstants.INVOICE_GENERAL_DETAIL + "." + ArPropertyConstants.BILLING_PERIOD, contractsGrantsInvoiceDocument.getInvoiceGeneralDetail().getBillingPeriod());
    String docNumberCriteriaString = SearchOperator.NOT + contractsGrantsInvoiceDocument.getDocumentNumber();
    if (ObjectUtils.isNotNull(contractsGrantsInvoiceDocument.getFinancialSystemDocumentHeader()) && StringUtils.isNotBlank(contractsGrantsInvoiceDocument.getFinancialSystemDocumentHeader().getFinancialDocumentInErrorNumber())) {
        docNumberCriteriaString += SearchOperator.NOT + contractsGrantsInvoiceDocument.getFinancialSystemDocumentHeader().getFinancialDocumentInErrorNumber();
    }
    fieldValuesForInvoice.put(KFSPropertyConstants.DOCUMENT_NUMBER, docNumberCriteriaString);
    fieldValuesForInvoice.put(ArPropertyConstants.DOCUMENT_STATUS_CODE, SearchOperator.NOT + KFSConstants.DocumentStatusCodes.PROCESSED + SearchOperator.NOT + KFSConstants.DocumentStatusCodes.APPROVED);
    Collection<ContractsGrantsInvoiceDocument> cgInvoiceDocuments = retrieveAllCGInvoicesByCriteria(fieldValuesForInvoice);
    for (ContractsGrantsInvoiceDocument cgInvoiceDocument : cgInvoiceDocuments) {
        for (InvoiceAccountDetail invAcctD : cgInvoiceDocument.getAccountDetails()) {
            newTotalBilled = newTotalBilled.add(invAcctD.getInvoiceAmount());
        }
    }
    return newTotalBilled;
}

Example 14 with ContractsGrantsInvoiceDocument

use of org.kuali.kfs.module.ar.document.ContractsGrantsInvoiceDocument in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceDocumentServiceImpl method getAwardBilledToDateAmount.

@Override
public KualiDecimal getAwardBilledToDateAmount(String proposalNumber) {
    Map<String, String> fieldValues = new HashMap<>();
    fieldValues.put(ArPropertyConstants.ContractsGrantsInvoiceDocumentFields.PROPOSAL_NUMBER, proposalNumber);
    fieldValues.put(KFSPropertyConstants.DOCUMENT_HEADER + "." + KFSPropertyConstants.WORKFLOW_DOCUMENT_STATUS_CODE, StringUtils.join(financialSystemDocumentService.getSuccessfulDocumentStatuses(), "|"));
    Collection<ContractsGrantsInvoiceDocument> invoiceDocuments = retrieveAllCGInvoicesByCriteria(fieldValues);
    final KualiDecimal milestoneTotal = getMilestonesBilledToDateAmount(proposalNumber);
    final KualiDecimal billTotal = getPredeterminedBillingBilledToDateAmount(proposalNumber);
    final KualiDecimal nonScheduledTotal = calculateTotalInvoiceAmount(invoiceDocuments);
    return milestoneTotal.add(billTotal).add(nonScheduledTotal);
}

Example 15 with ContractsGrantsInvoiceDocument

use of org.kuali.kfs.module.ar.document.ContractsGrantsInvoiceDocument in project cu-kfs by CU-CommunityApps.

the class ContractsGrantsInvoiceCreateDocumentServiceImpl method routeContractsGrantsInvoiceDocuments.

/**
 * This method retrieves all the Contracts & Grants Invoice Documents with a status of Saved and routes them to
 * the next step in the routing path.
 *
 * @return True if the routing was performed successfully. A runtime exception will be thrown if any errors occur
 *         while routing.
 */
@Override
public void routeContractsGrantsInvoiceDocuments() {
    final String currentUserPrincipalId = GlobalVariables.getUserSession().getPerson().getPrincipalId();
    List<String> documentIdList = retrieveContractsGrantsInvoiceDocumentsToRoute(DocumentStatus.SAVED, currentUserPrincipalId);
    if (LOG.isInfoEnabled()) {
        LOG.info("CGinvoice to Route: " + documentIdList);
    }
    for (String cgInvoiceDocId : documentIdList) {
        try {
            ContractsGrantsInvoiceDocument cgInvoiceDoc = (ContractsGrantsInvoiceDocument) documentService.getByDocumentHeaderId(cgInvoiceDocId);
            // To route documents only if the user in the session is same as the initiator.
            if (LOG.isInfoEnabled()) {
                LOG.info("Routing Contracts & Grants Invoice document # " + cgInvoiceDocId + ".");
            }
            documentService.prepareWorkflowDocument(cgInvoiceDoc);
            // calling workflow service to bypass business rule checks
            workflowDocumentService.route(cgInvoiceDoc.getDocumentHeader().getWorkflowDocument(), "", null);
        } catch (WorkflowException e) {
            LOG.error("Error routing document # " + cgInvoiceDocId + " " + e.getMessage());
            throw new RuntimeException(e.getMessage(), e);
        }
    }
}