/**
* @see
* org.kuali.kfs.module.endow.document.service.CurrentTaxLotService#getCurrentTaxLotBalanceTotalHoldingUnits(org.kuali.kfs.module.endow.businessobject.FeeMethod)
*/
public BigDecimal getCurrentTaxLotBalanceTotalHoldingUnits(FeeMethod feeMethod) {
BigDecimal totalHoldingUnits = BigDecimal.ZERO;
Collection securityClassCodes = new ArrayList();
Collection securityIds = new ArrayList();
String feeMethodCodeForClassCodes = feeMethod.getCode();
if (StringUtils.isNotBlank(feeMethodCodeForClassCodes)) {
if (dataDictionaryService.getAttributeForceUppercase(
FeeClassCode.class, EndowPropertyConstants.FEE_METHOD_CODE)) {
feeMethodCodeForClassCodes = feeMethodCodeForClassCodes.toUpperCase();
}
}
securityClassCodes = currentTaxLotBalanceDao.getSecurityClassCodes(feeMethodCodeForClassCodes);
String feeMethodCodeForSecurityIds = feeMethod.getCode();
if (StringUtils.isNotBlank(feeMethodCodeForSecurityIds)) {
if (dataDictionaryService.getAttributeForceUppercase(
FeeSecurity.class, EndowPropertyConstants.FEE_METHOD_CODE)) {
feeMethodCodeForSecurityIds = feeMethodCodeForSecurityIds.toUpperCase();
}
}
securityIds = currentTaxLotBalanceDao.getSecurityIds(feeMethod.getCode());
Collection<CurrentTaxLotBalance> currentTaxLotBalanceRecords =
currentTaxLotBalanceDao.getCurrentTaxLotBalances(
feeMethod, securityClassCodes, securityIds);
for (CurrentTaxLotBalance currentTaxLotBalance : currentTaxLotBalanceRecords) {
totalHoldingUnits = totalHoldingUnits.add(currentTaxLotBalance.getUnits());
}
return totalHoldingUnits;
}
/**
* @see
* org.kuali.kfs.module.endow.document.service.CurrentTaxLotService#getHoldingMarketValueSumForSecurity(java.lang.String)
*/
public BigDecimal getHoldingMarketValueSumForSecurity(String securityId) {
BigDecimal sum = BigDecimal.ZERO;
List<CurrentTaxLotBalance> currentTaxLotBalances =
(List<CurrentTaxLotBalance>)
currentTaxLotBalanceDao.getAllCurrentTaxLotBalanceEntriesForSecurity(securityId);
if (currentTaxLotBalances != null) {
for (CurrentTaxLotBalance currentTaxLotBalance : currentTaxLotBalances) {
if (currentTaxLotBalance.getHoldingMarketValue() != null) {
sum = sum.add(currentTaxLotBalance.getHoldingMarketValue());
}
}
}
return sum;
}
/**
* Service Method to create a new current tax lot balance record and copy HoldingTaxLot record to
* it
*
* @param holdingTaxLot
* @return currentTaxLotBalance
*/
public CurrentTaxLotBalance copyHoldingTaxLotToCurrentTaxLotBalance(HoldingTaxLot holdingTaxLot) {
CurrentTaxLotBalance currentTaxLotBalance = new CurrentTaxLotBalance();
currentTaxLotBalance.setKemid(holdingTaxLot.getKemid());
currentTaxLotBalance.setSecurityId(holdingTaxLot.getSecurityId());
currentTaxLotBalance.setRegistrationCode(holdingTaxLot.getRegistrationCode());
currentTaxLotBalance.setLotNumber(holdingTaxLot.getLotNumber());
currentTaxLotBalance.setIncomePrincipalIndicator(holdingTaxLot.getIncomePrincipalIndicator());
currentTaxLotBalance.setUnits(holdingTaxLot.getUnits());
currentTaxLotBalance.setCost(holdingTaxLot.getCost());
currentTaxLotBalance.setAcquiredDate(holdingTaxLot.getAcquiredDate());
currentTaxLotBalance.setPriorAccrual(holdingTaxLot.getPriorAccrual());
currentTaxLotBalance.setCurrentAccrual(holdingTaxLot.getCurrentAccrual());
currentTaxLotBalance.setLastTransactionDate(holdingTaxLot.getLastTransactionDate());
return currentTaxLotBalance;
}