@Override
protected void addRoleQualification(Object businessObject, Map<String, String> attributes) {
super.addRoleQualification(businessObject, attributes);
CustomerInvoiceWriteoffDocument writeoffDoc = (CustomerInvoiceWriteoffDocument) businessObject;
String invoiceDocNumber = writeoffDoc.getFinancialDocumentReferenceInvoiceNumber();
if (StringUtils.isBlank(invoiceDocNumber)) {
return;
}
CustomerInvoiceDocumentService invoiceService =
SpringContext.getBean(CustomerInvoiceDocumentService.class);
Collection<CustomerInvoiceDetail> invoiceDetails =
invoiceService.getCustomerInvoiceDetailsForCustomerInvoiceDocument(invoiceDocNumber);
// adds the chart/account for each account used on the original invoice that will be credited
// by this
for (CustomerInvoiceDetail invoiceDetail : invoiceDetails) {
if (StringUtils.isNotBlank(invoiceDetail.getChartOfAccountsCode())
&& StringUtils.isNotBlank(invoiceDetail.getAccountNumber())) {
attributes.put(
KfsKimAttributes.CHART_OF_ACCOUNTS_CODE, invoiceDetail.getChartOfAccountsCode());
attributes.put(KfsKimAttributes.ACCOUNT_NUMBER, invoiceDetail.getAccountNumber());
}
}
}
// PAYAPP
public KualiDecimal getAmountDiscounted() {
KualiDecimal a = getAmount();
CustomerInvoiceDetail discount = getDiscountCustomerInvoiceDetail();
if (ObjectUtils.isNotNull(discount)) {
KualiDecimal d = discount.getAmount();
a = a.add(d);
}
return a;
}
/**
* @param customerInvoiceDetail
* @param paymentApplicationDocument
* @return
*/
public static boolean validateAmountAppliedToCustomerInvoiceDetailByPaymentApplicationDocument(
CustomerInvoiceDetail customerInvoiceDetail,
PaymentApplicationDocument paymentApplicationDocument,
KualiDecimal totalFromControl)
throws WorkflowException {
boolean isValid = true;
// This let's us highlight a specific invoice detail line
String propertyName =
MessageFormat.format(
ArPropertyConstants.PaymentApplicationDocumentFields.AMOUNT_TO_BE_APPLIED_LINE_N,
customerInvoiceDetail.getSequenceNumber().toString());
KualiDecimal amountAppliedByAllOtherDocuments =
customerInvoiceDetail.getAmountAppliedExcludingAnyAmountAppliedBy(
paymentApplicationDocument.getDocumentNumber());
KualiDecimal amountAppliedByThisDocument =
customerInvoiceDetail.getAmountAppliedBy(paymentApplicationDocument.getDocumentNumber());
KualiDecimal totalAppliedAmount =
amountAppliedByAllOtherDocuments.add(amountAppliedByThisDocument);
// Can't apply more than the total amount of the detail
if (!totalAppliedAmount.isLessEqual(totalFromControl)) {
isValid = false;
GlobalVariables.getMessageMap()
.putError(
propertyName,
ArKeyConstants.PaymentApplicationDocumentErrors
.AMOUNT_TO_BE_APPLIED_EXCEEDS_AMOUNT_OUTSTANDING);
}
// Can't apply a negative amount.
if (KualiDecimal.ZERO.isGreaterThan(amountAppliedByThisDocument)) {
isValid = false;
GlobalVariables.getMessageMap()
.putError(
propertyName,
ArKeyConstants.PaymentApplicationDocumentErrors
.AMOUNT_TO_BE_APPLIED_MUST_BE_GREATER_THAN_ZERO);
}
// Can't apply more than the total amount outstanding on the cash control document.
CashControlDocument cashControlDocument = paymentApplicationDocument.getCashControlDocument();
if (ObjectUtils.isNotNull(cashControlDocument)) {
if (cashControlDocument.getCashControlTotalAmount().isLessThan(amountAppliedByThisDocument)) {
isValid = false;
GlobalVariables.getMessageMap()
.putError(
propertyName,
ArKeyConstants.PaymentApplicationDocumentErrors
.CANNOT_APPLY_MORE_THAN_BALANCE_TO_BE_APPLIED);
}
}
return isValid;
}
@Override
public String getChartOfAccountsCode() {
if (isUsingOrgAcctDefaultWriteoffFAU) {
return poster.getChartOfAccountsCode();
} else {
return postable.getChartOfAccountsCode();
}
}
@Override
public String getAccountNumber() {
if (isUsingOrgAcctDefaultWriteoffFAU) {
return poster.getAccountNumber();
} else {
return postable.getAccountNumber();
}
}
@Override
public String getProjectCode() {
if (isUsingOrgAcctDefaultWriteoffFAU) {
return poster.getProjectCode();
} else {
return postable.getProjectCode();
}
}
/**
* @see
* org.kuali.kfs.module.ar.document.service.CustomerInvoiceDocumentService#getOpenAmountForCustomerInvoiceDocument(org.kuali.kfs.module.ar.document.CustomerInvoiceDocument)
*/
@Override
public KualiDecimal getOpenAmountForCustomerInvoiceDocument(
CustomerInvoiceDocument customerInvoiceDocument) {
KualiDecimal total = new KualiDecimal(0);
if (customerInvoiceDocument.isOpenInvoiceIndicator()) {
Collection<CustomerInvoiceDetail> customerInvoiceDetails =
customerInvoiceDocument.getCustomerInvoiceDetailsWithoutDiscounts();
for (CustomerInvoiceDetail detail : customerInvoiceDetails) {
// note that we're now dealing with conditionally applying discounts
// depending on whether the doc is saved or approved one level down,
// in the CustomerInvoiceDetail.getAmountOpen()
detail.setCustomerInvoiceDocument(customerInvoiceDocument);
total = total.add(detail.getAmountOpen());
}
}
return total;
}
/**
* If the detail is a discount customer invoice detail, return the parent customer invoice
* detail's sequence number instead
*
* @see org.kuali.kfs.module.ar.businessobject.AppliedPayment#getInvoiceItemNumber()
*/
@Override
public Integer getInvoiceItemNumber() {
if (isDiscountLine()) {
return parentDiscountCustomerInvoiceDetail.getSequenceNumber();
} else {
return this.getSequenceNumber();
}
}
@Override
public String getOrganizationReferenceId() {
if (isUsingOrgAcctDefaultWriteoffFAU) {
return poster.getOrganizationReferenceIdentifier();
} else {
return postable.getOrganizationReferenceId();
}
}
public KualiDecimal getAmountOpen() {
// if the parent isnt saved, or if its saved but not approved, we
// need to include the discounts. If its both saved AND approved,
// we do not include the discounts.
boolean includeDiscounts = !(isParentSaved() && isParentApproved());
KualiDecimal amount = getAmount();
KualiDecimal applied = getAmountApplied();
KualiDecimal a = amount.subtract(applied);
if (includeDiscounts) {
CustomerInvoiceDetail discount = getDiscountCustomerInvoiceDetail();
if (ObjectUtils.isNotNull(discount)) {
a = a.add(discount.getAmount());
}
}
return a;
}
@Override
protected void addRoleQualification(Object businessObject, Map<String, String> attributes) {
super.addRoleQualification(businessObject, attributes);
CustomerInvoiceDocument document = (CustomerInvoiceDocument) businessObject;
CustomerInvoiceDocumentService invoiceDocService =
SpringContext.getBean(CustomerInvoiceDocumentService.class);
Collection<CustomerInvoiceDetail> invoiceDetails =
invoiceDocService.getCustomerInvoiceDetailsForCustomerInvoiceDocumentWithCaching(document);
for (CustomerInvoiceDetail invoiceDetail : invoiceDetails) {
if (StringUtils.isNotBlank(invoiceDetail.getChartOfAccountsCode())
&& StringUtils.isNotBlank(invoiceDetail.getAccountNumber())) {
attributes.put(
KfsKimAttributes.CHART_OF_ACCOUNTS_CODE, invoiceDetail.getChartOfAccountsCode());
attributes.put(KfsKimAttributes.ACCOUNT_NUMBER, invoiceDetail.getAccountNumber());
}
}
// add profile principal id - hopefully someday, TEM can simply do this for us if it is turned
// on
final String currentUserPrincipalId = GlobalVariables.getUserSession().getPrincipalId();
attributes.put(KfsKimAttributes.PROFILE_PRINCIPAL_ID, currentUserPrincipalId);
}
/**
* @see
* org.kuali.kfs.module.ar.document.service.AccountsReceivableTaxService#isCustomerInvoiceDetailTaxable(org.kuali.kfs.module.ar.document.CustomerInvoiceDocument,
* org.kuali.kfs.module.ar.businessobject.CustomerInvoiceDetail)
*/
@Override
public boolean isCustomerInvoiceDetailTaxable(
CustomerInvoiceDocument customerInvoiceDocument,
CustomerInvoiceDetail customerInvoiceDetail) {
// check if sales tax is enabled
if (!parameterService.getParameterValueAsBoolean(
KfsParameterConstants.ACCOUNTS_RECEIVABLE_DOCUMENT.class,
ArConstants.ENABLE_SALES_TAX_IND)) {
return false;
}
// check if customer is tax exempt
if (ObjectUtils.isNotNull(customerInvoiceDocument.getCustomer())) {
if (customerInvoiceDocument.getCustomer().isCustomerTaxExemptIndicator()) {
return false;
}
}
// check item if the taxable indicator is checked
if (!customerInvoiceDetail.isTaxableIndicator()) {
return false;
}
// check item if item is taxable
/*
if( StringUtils.isNotEmpty(customerInvoiceDetail.getInvoiceItemCode()) ){
Map<String, String> criteria = new HashMap<String, String>();
criteria.put("invoiceItemCode", customerInvoiceDetail.getInvoiceItemCode());
criteria.put("chartOfAccountsCode", customerInvoiceDocument.getAccountsReceivableDocumentHeader().getProcessingChartOfAccountCode());
criteria.put("organizationCode", customerInvoiceDocument.getAccountsReceivableDocumentHeader().getProcessingOrganizationCode());
CustomerInvoiceItemCode customerInvoiceItemCode = (CustomerInvoiceItemCode) businessObjectService.findByPrimaryKey(CustomerInvoiceItemCode.class, criteria);
if (ObjectUtils.isNotNull(customerInvoiceItemCode) && !customerInvoiceItemCode.isTaxableIndicator()){
return false;
}
}
*/
// if address of billing org's postal code isn't the same as shipping address, return false???
return true;
}
/**
* @see
* org.kuali.kfs.module.ar.document.service.CustomerInvoiceDocumentService#convertDiscountsToPaidApplieds(org.kuali.kfs.module.ar.document.CustomerInvoiceDocument)
*/
@Override
public void convertDiscountsToPaidApplieds(CustomerInvoiceDocument invoice) {
// this needs a little explanation. we have to calculate manually
// whether we've written off the whole thing, because the regular
// code uses the invoice paid applieds to discount, but since those
// are added but not committed in this transaction, they're also not
// visible in this transaction, so we do it manually.
KualiDecimal openAmount = invoice.getOpenAmount();
String invoiceNumber = invoice.getDocumentNumber();
List<CustomerInvoiceDetail> discounts = invoice.getDiscounts();
// retrieve the number of current paid applieds, so we dont have item number overlap
Integer paidAppliedItemNumber = 0;
for (CustomerInvoiceDetail discount : discounts) {
// if credit amount is zero, do nothing
if (KualiDecimal.ZERO.equals(discount.getAmount())) {
continue;
}
if (paidAppliedItemNumber == 0) {
paidAppliedItemNumber =
invoicePaidAppliedService.getNumberOfInvoicePaidAppliedsForInvoiceDetail(
invoiceNumber, discount.getInvoiceItemNumber());
}
// create and save the paidApplied
InvoicePaidApplied invoicePaidApplied = new InvoicePaidApplied();
invoicePaidApplied.setDocumentNumber(invoiceNumber);
invoicePaidApplied.setPaidAppliedItemNumber(paidAppliedItemNumber++);
invoicePaidApplied.setFinancialDocumentReferenceInvoiceNumber(invoiceNumber);
invoicePaidApplied.setInvoiceItemNumber(discount.getInvoiceItemNumber());
invoicePaidApplied.setUniversityFiscalYear(universityDateService.getCurrentFiscalYear());
invoicePaidApplied.setUniversityFiscalPeriodCode(
universityDateService.getCurrentUniversityDate().getUniversityFiscalAccountingPeriod());
invoicePaidApplied.setInvoiceItemAppliedAmount(discount.getAmount().abs());
openAmount = openAmount.subtract(discount.getAmount().abs());
businessObjectService.save(invoicePaidApplied);
}
// if its open, but now with a zero openamount, then close it
if (KualiDecimal.ZERO.equals(openAmount)) {
invoice.setOpenInvoiceIndicator(false);
invoice.setClosedDate(dateTimeService.getCurrentSqlDate());
documentService.updateDocument(invoice);
}
}
@Override
public String getFinancialDocumentLineDescription() {
return postable.getFinancialDocumentLineDescription();
}
@Override
public KualiDecimal getAmount() {
return postable.getAmountOpen();
}
@Override
public String getDocumentNumber() {
return postable.getDocumentNumber();
}
@Override
public void completeCustomerCreditMemo(CustomerCreditMemoDocument creditMemo) {
// retrieve the document and make sure its not already closed, crash if so
String invoiceNumber = creditMemo.getFinancialDocumentReferenceInvoiceNumber();
CustomerInvoiceDocument invoice;
try {
invoice = (CustomerInvoiceDocument) documentService.getByDocumentHeaderId(invoiceNumber);
} catch (WorkflowException e) {
throw new RuntimeException(
"A WorkflowException was generated when trying to load Customer Invoice #"
+ invoiceNumber
+ ".",
e);
}
if (!invoice.isOpenInvoiceIndicator()) {
throw new UnsupportedOperationException(
"The CreditMemo Document #"
+ creditMemo.getDocumentNumber()
+ " attempted to credit "
+ "an Invoice [#"
+ invoiceNumber
+ "] that was already closed. This is not supported.");
}
// this needs a little explanation. we have to calculate manually
// whether we've written off the whole thing, because the regular
// code uses the invoice paid applieds to discount, but since those
// are added but not committed in this transaction, they're also not
// visible in this transaction, so we do it manually.
KualiDecimal openAmount = invoice.getOpenAmount();
Integer paidAppliedItemNumber = 0;
// retrieve the customer invoice details, and generate paid applieds for each
List<CustomerCreditMemoDetail> details = creditMemo.getCreditMemoDetails();
for (CustomerCreditMemoDetail detail : details) {
CustomerInvoiceDetail invoiceDetail = detail.getCustomerInvoiceDetail();
// if credit amount is zero, do nothing
if (detail.getCreditMemoLineTotalAmount().isZero()) {
continue;
}
// if credit amount is greater than the open amount, crash and complain
if (detail
.getCreditMemoLineTotalAmount()
.abs()
.isGreaterThan(invoiceDetail.getAmountOpen())) {
throw new UnsupportedOperationException(
"The credit detail for CreditMemo Document #"
+ creditMemo.getDocumentNumber()
+ " attempted "
+ "to credit more than the Open Amount on the Invoice Detail. This is not supported.");
}
// retrieve the number of current paid applieds, so we dont have item number overlap
if (paidAppliedItemNumber == 0) {
paidAppliedItemNumber =
paidAppliedService.getNumberOfInvoicePaidAppliedsForInvoiceDetail(
invoiceNumber, invoiceDetail.getInvoiceItemNumber());
}
// create and save the paidApplied
InvoicePaidApplied invoicePaidApplied = new InvoicePaidApplied();
invoicePaidApplied.setDocumentNumber(creditMemo.getDocumentNumber());
invoicePaidApplied.setPaidAppliedItemNumber(paidAppliedItemNumber++);
invoicePaidApplied.setFinancialDocumentReferenceInvoiceNumber(invoiceNumber);
invoicePaidApplied.setInvoiceItemNumber(invoiceDetail.getInvoiceItemNumber());
invoicePaidApplied.setUniversityFiscalYear(universityDateService.getCurrentFiscalYear());
invoicePaidApplied.setUniversityFiscalPeriodCode(
universityDateService.getCurrentUniversityDate().getUniversityFiscalAccountingPeriod());
invoicePaidApplied.setInvoiceItemAppliedAmount(detail.getCreditMemoLineTotalAmount().abs());
openAmount = openAmount.subtract(detail.getCreditMemoLineTotalAmount().abs());
businessObjectService.save(invoicePaidApplied);
}
// if its open, but now with a zero openamount, then close it
if (invoice.isOpenInvoiceIndicator() && KualiDecimal.ZERO.equals(openAmount)) {
customerInvoiceDocumentService.addCloseNote(
invoice, creditMemo.getDocumentHeader().getWorkflowDocument());
invoice.setOpenInvoiceIndicator(false);
invoice.setClosedDate(dateTimeService.getCurrentSqlDate());
documentService.updateDocument(invoice);
}
}
