/**
* This is the web service method that creates a new account 1. Creates an account object using
* the parameters from KC and the default Account table 2. Creates an account automatic
* maintenance document and puts the account object into it 3. Returns the status object
*
* @param AccountAutoCreateDefaults
* @return AccountCreationStatusDTO
*/
@Override
public AccountCreationStatusDTO createAccount(AccountParametersDTO accountParameters) {
AccountCreationStatusDTO accountCreationStatus = new AccountCreationStatusDTO();
accountCreationStatus.setErrorMessages(new ArrayList<String>());
accountCreationStatus.setStatus(KcConstants.KcWebService.STATUS_KC_SUCCESS);
// check to see if the user has the permission to create account
String principalId = accountParameters.getPrincipalId();
LOG.debug("principalId ::::" + principalId);
if (!isValidUser(principalId)) {
this.setFailStatus(
accountCreationStatus,
KcUtils.getErrorMessage(
KcConstants.AccountCreationService.ERROR_KC_DOCUMENT_INVALID_USER,
new String[] {principalId}));
return accountCreationStatus;
}
// get the defaults table
String unitNumber = accountParameters.getUnit();
AccountAutoCreateDefaults defaults = getAccountDefaultsService().getAccountDefaults(unitNumber);
if (defaults == null) {
this.setFailStatus(
accountCreationStatus,
KcConstants.AccountCreationService.ERROR_KC_ACCOUNT_PARAMS_UNIT_NOT_DEFINED);
return accountCreationStatus;
}
try {
// create an account object
Account account = createAccountObject(accountParameters, defaults);
// if invalid chart/account number, failure status and return to KC
if (!isValidAccount(account, accountCreationStatus)) {
return accountCreationStatus;
}
// create an account automatic maintenance document
createAutomaticCGAccountMaintenanceDocument(account, accountCreationStatus);
} catch (Exception ex) {
this.setFailStatus(
accountCreationStatus,
KcConstants.AccountCreationService.ERROR_KC_DOCUMENT_ACCOUNT_GENERATION_PROBLEM);
return accountCreationStatus;
}
// set required values to AccountCreationStatus
if (accountCreationStatus.getStatus().equals(KcConstants.KcWebService.STATUS_KC_SUCCESS)) {
accountCreationStatus.setAccountNumber(accountParameters.getAccountNumber());
accountCreationStatus.setChartOfAccountsCode(defaults.getChartOfAccountsCode());
}
return accountCreationStatus;
}
/**
* This method creates an account to be used for automatic maintenance document
*
* @param AccountParametersDTO
* @return Account
*/
public Account createAccountObject(
AccountParametersDTO parameters, AccountAutoCreateDefaults defaults) {
Account account = new Account();
// * Account: required but off campus indicator, closed, fringe benefit indicator, fringe
// benefit COA, endowment
account.setChartOfAccountsCode(defaults.getChartOfAccountsCode());
account.setOrganizationCode(defaults.getOrganizationCode());
account.setAccountNumber(parameters.getAccountNumber()); // what if account number is null?
account.setAccountName(parameters.getAccountName());
account.setAccountPhysicalCampusCode(defaults.getAccountPhysicalCampusCode());
if (parameters.getExpirationDate() != null) {
account.setAccountExpirationDate(new java.sql.Date(parameters.getExpirationDate().getTime()));
}
if (parameters.getEffectiveDate() != null) {
account.setAccountEffectiveDate(new java.sql.Date(parameters.getEffectiveDate().getTime()));
}
boolean isKCOverrideKFS =
parameterService.getParameterValueAsBoolean(
Account.class,
KcConstants.AccountCreationService.PARAMETER_KC_OVERRIDES_KFS_DEFAULT_ACCOUNT_IND);
if (isKCOverrideKFS) {
// set the right address based on the system parameter RESEARCH_ADMIN_ACCOUNT_ADDRESS_TYPE
List<String> addressTypes =
new ArrayList<String>(
parameterService.getParameterValuesAsString(
Account.class,
KcConstants.AccountCreationService.PARAMETER_KC_ACCOUNT_ADDRESS_TYPE));
for (String addressType : addressTypes) {
if (addressType.equals(KcConstants.AccountCreationService.PI_ADDRESS_TYPE)
&& (!StringUtils.isBlank(parameters.getDefaultAddressStreetAddress()))) {
account.setAccountStreetAddress(parameters.getDefaultAddressStreetAddress());
account.setAccountCityName(parameters.getDefaultAddressCityName());
account.setAccountStateCode(parameters.getDefaultAddressStateCode());
account.setAccountZipCode(parameters.getDefaultAddressZipCode());
break;
} else if (addressType.equals(KcConstants.AccountCreationService.ADMIN_ADDRESS_TYPE)
&& (!StringUtils.isBlank(parameters.getAdminContactAddressStreetAddress()))) {
account.setAccountStreetAddress(parameters.getAdminContactAddressStreetAddress());
account.setAccountCityName(parameters.getAdminContactAddressCityName());
account.setAccountStateCode(parameters.getAdminContactAddressStateCode());
account.setAccountZipCode(parameters.getAdminContactAddressZipCode());
break;
}
}
} else {
// use default address
account.setAccountStreetAddress(defaults.getAccountStreetAddress());
account.setAccountCityName(defaults.getAccountCityName());
account.setAccountStateCode(defaults.getAccountStateCode());
account.setAccountZipCode(defaults.getAccountZipCode());
}
// set the following from parameters
account.setAccountOffCampusIndicator(parameters.isOffCampusIndicator());
account.setFinancialHigherEdFunctionCd(parameters.getHigherEdFunctionCode());
account.setAcctIndirectCostRcvyTypeCd(parameters.getIndirectCostTypeCode());
account.setFinancialIcrSeriesIdentifier(parameters.getIndirectCostRate());
account.setAccountGuideline(new AccountGuideline());
account
.getAccountGuideline()
.setAccountExpenseGuidelineText(parameters.getExpenseGuidelineText());
account
.getAccountGuideline()
.setAccountIncomeGuidelineText(parameters.getIncomeGuidelineText());
account.getAccountGuideline().setAccountPurposeText(parameters.getPurposeText());
account.setClosed(false);
account.setAccountTypeCode(defaults.getAccountTypeCode());
account.setSubFundGroupCode(defaults.getSubFundGroupCode());
account.setAccountsFringesBnftIndicator(defaults.isAccountsFringesBnftIndicator());
account.setReportsToAccountNumber(defaults.getReportsToAccountNumber());
account.setReportsToChartOfAccountsCode(defaults.getReportsToChartOfAccountsCode());
account.setAccountRestrictedStatusCode("R");
account.setAccountRestrictedStatusDate(null);
account.setEndowmentIncomeChartOfAccounts(null);
account.setEndowmentIncomeAccountNumber(null);
// * Accounts Responsibility: required - fiscal officer principal name, account supervisor
// principal name, account manager
// principal name, budget record level, account sufficient funds
account.setAccountFiscalOfficerSystemIdentifier(
defaults.getAccountFiscalOfficerSystemIdentifier());
account.setAccountsSupervisorySystemsIdentifier(
defaults.getAccountsSupervisorySystemsIdentifier());
account.setAccountManagerSystemIdentifier(defaults.getAccountManagerSystemIdentifier());
account.setContinuationFinChrtOfAcctCd(defaults.getContinuationFinChrtOfAcctCd());
account.setContinuationAccountNumber(defaults.getContinuationAccountNumber());
account.setIncomeStreamAccountNumber(defaults.getIncomeStreamAccountNumber());
account.setIncomeStreamChartOfAccounts(defaults.getIncomeStreamChartOfAccounts());
account.setIncomeStreamFinancialCoaCode(defaults.getIncomeStreamFinancialCoaCode());
account.setBudgetRecordingLevelCode(defaults.getBudgetRecordingLevelCode());
account.setAccountSufficientFundsCode(defaults.getAccountSufficientFundsCode());
account.setPendingAcctSufficientFundsIndicator(
defaults.isPendingAcctSufficientFundsIndicator());
account.setExtrnlFinEncumSufficntFndIndicator(defaults.isExtrnlFinEncumSufficntFndIndicator());
account.setIntrnlFinEncumSufficntFndIndicator(defaults.isIntrnlFinEncumSufficntFndIndicator());
account.setFinPreencumSufficientFundIndicator(defaults.isFinPreencumSufficientFundIndicator());
account.setFinancialObjectivePrsctrlIndicator(defaults.isFinancialObjectivePrsctrlIndicator());
// * Contract and Grants: not required
account.setContractControlFinCoaCode(null);
account.setContractControlAccountNumber(null);
account.setContractsAndGrantsAccountResponsibilityId(
defaults.getContractsAndGrantsAccountResponsibilityId());
account.setAccountCfdaNumber(parameters.getCfdaNumber());
// set up ICR distribution
for (IndirectCostRecoveryAutoDefAccount indirectCostRecoveryAutoDefAccount :
defaults.getIndirectCostRecoveryAutoDefAccounts()) {
account
.getIndirectCostRecoveryAccounts()
.add(
createIndirectCostRecoveryAccount(
indirectCostRecoveryAutoDefAccount,
account.getChartOfAccountsCode(),
account.getAccountNumber()));
}
return account;
}
