org.kuali.kfs.module.endow.document.service.impl
Class HoldingTaxLotServiceImpl

java.lang.Object
  org.kuali.kfs.module.endow.document.service.impl.HoldingTaxLotServiceImpl

All Implemented Interfaces:

HoldingTaxLotService

@Transactional
public class HoldingTaxLotServiceImpl
extends Object
implements HoldingTaxLotService

Field Summary

protected org.kuali.rice.kns.service.BusinessObjectService	businessObjectService
protected ClassCodeService	classCodeService
protected HoldingTaxLotDao	holdingTaxLotDao
protected KEMService	kEMService
protected SecurityService	securityService

Constructor Summary

HoldingTaxLotServiceImpl()

Method Summary

List<HoldingTaxLot>	getAllTaxLots() Gets all tax lots.
List<HoldingTaxLot>	getAllTaxLots(String kemid, String securityId, String registrationCode, String ipIndicator) Gets the holding tax lot based on the following criteria: kemid, security id, registration code, and IP indicator.
List<HoldingTaxLot>	getAllTaxLotsByKemIdAdndIPIndicator(String kemid, String ipIndicator) Gets all tax lots on the following criteria: kemId and IPIndicator.
List<HoldingTaxLot>	getAllTaxLotsOrderByAcquiredDate(String kemid, String securityId, String registrationCode, String ipIndicator, boolean sortAscending) Gets the holding tax lot based on the following criteria: kemid, security id, registration code, and IP indicator and orders them ascending or descending based on the acquired date.
List<HoldingTaxLot>	getAllTaxLotsWithAccruedIncomeGreaterThanZeroPerSecurity(String securityId) Get all tax lots for the given security that have an accrued income greater than zero.
List<HoldingTaxLot>	getAllTaxLotsWithPositiveCost(String kemid, String securityId, String registrationCode, String ipIndicator) Gets all tax lots with positive cost based on the following criteria: kemid, security id, registration code, and IP indicator.
List<HoldingTaxLot>	getAllTaxLotsWithPositiveUnits(String kemid, String securityId, String registrationCode, String ipIndicator) Gets all tax lots with positive units based on the following criteria: kemid, security id, registration code, and IP indicator.
protected org.kuali.rice.kns.service.BusinessObjectService	getBusinessObjectService() Gets the businessObjectService.
HoldingTaxLot	getByPrimaryKey(String kemid, String securityId, String registrationCode, int lotNumber, String ipIndicator) Gets a holding tax lot based on primary keys: kemid, security id, registration code, lot number and IP indicator.
protected ClassCodeService	getClassCodeService() Gets the classCodeService.
String	getClassCodeType(String securityId) Gets class code type based on securityId.
protected HoldingTaxLotDao	getHoldingTaxLotDao() Gets the holdingTaxLotDao.
protected KEMService	getkEMService() gets the kEMService.
BigDecimal	getMarketValueForCashEquivalentsForAvailableIncomeCash(String kemId) The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Cash Equivalents (C), and with the HLDG_IP_IND equal to I.
BigDecimal	getMarketValueForCashEquivalentsForAvailablePrincipalCash(String kemId) The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Cash Equivalents (C), and with the HLDG_IP_IND equal to P.
BigDecimal	getMarketValueForPooledInvestmentForAvailableIncomeCash(String kemId) The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Pooled Investment (P) and with the HLDG_IP_IND equal to I times the value in the Available Cash Percent institutional parameter (accounts for only a percentage of the market value allowing for pricing changes).
BigDecimal	getMarketValueForPooledInvestmentForAvailablePrincipalCash(String kemId) The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Pooled Investment (P) and with the HLDG_IP_IND equal to P times the value in the Available Cash Percent institutional parameter (accounts for only a percentage of the market value allowing for pricing changes).
protected SecurityService	getSecurityService() Gets the securityService.
List<HoldingTaxLot>	getTaxLotsPerSecurityIDWithUnitsGreaterThanZero(String securityId) Gets all the tax lots for the given security that have units greater than zero.
boolean	removeAllHoldingTaxLots() Removes all HoldingTaxLot records from END_HLDG_TAX_LOT_T
void	setBusinessObjectService(org.kuali.rice.kns.service.BusinessObjectService businessObjectService) Sets the businessObjectService.
void	setClassCodeService(ClassCodeService classCodeService) Sets the classCodeService.
void	setHoldingTaxLotDao(HoldingTaxLotDao holdingTaxLotDao) Sets the holdingTaxLotDao.
void	setkEMService(KEMService kEMService) Sets the kEMService.
void	setSecurityService(SecurityService securityService) Sets the securityService.

Methods inherited from class java.lang.Object

clone, equals, finalize, getClass, hashCode, notify, notifyAll, toString, wait, wait, wait

Field Detail

holdingTaxLotDao

protected HoldingTaxLotDao holdingTaxLotDao

businessObjectService

protected org.kuali.rice.kns.service.BusinessObjectService businessObjectService

securityService

protected SecurityService securityService

classCodeService

protected ClassCodeService classCodeService

kEMService

protected KEMService kEMService

Constructor Detail

HoldingTaxLotServiceImpl

public HoldingTaxLotServiceImpl()

Method Detail

getByPrimaryKey

public HoldingTaxLot getByPrimaryKey(String kemid,
                                     String securityId,
                                     String registrationCode,
                                     int lotNumber,
                                     String ipIndicator)

Description copied from interface: HoldingTaxLotService

Gets a holding tax lot based on primary keys: kemid, security id, registration code, lot number and IP indicator.

Specified by:

getByPrimaryKey in interface HoldingTaxLotService

Returns:

the corresponding tax lot

See Also:

HoldingTaxLotService.getByPrimaryKey(java.lang.String, java.lang.String, java.lang.String, int, java.lang.String)

getAllTaxLots

public List<HoldingTaxLot> getAllTaxLots(String kemid,
                                         String securityId,
                                         String registrationCode,
                                         String ipIndicator)

Description copied from interface: HoldingTaxLotService

Gets the holding tax lot based on the following criteria: kemid, security id, registration code, and IP indicator.

Specified by:

getAllTaxLots in interface HoldingTaxLotService

Returns:

a list of tax lots that meet the criteria

See Also:

HoldingTaxLotService.getAllTaxLots(java.lang.String, java.lang.String, java.lang.String, java.lang.String)

getAllTaxLots

public List<HoldingTaxLot> getAllTaxLots()

Description copied from interface: HoldingTaxLotService

Gets all tax lots.

Specified by:

getAllTaxLots in interface HoldingTaxLotService

Returns:

a list of tax lots

See Also:

HoldingTaxLotService.getAllTaxLots()

getAllTaxLotsOrderByAcquiredDate

public List<HoldingTaxLot> getAllTaxLotsOrderByAcquiredDate(String kemid,
                                                            String securityId,
                                                            String registrationCode,
                                                            String ipIndicator,
                                                            boolean sortAscending)

Description copied from interface: HoldingTaxLotService

Gets the holding tax lot based on the following criteria: kemid, security id, registration code, and IP indicator and orders them ascending or descending based on the acquired date.

Specified by:

getAllTaxLotsOrderByAcquiredDate in interface HoldingTaxLotService

ipIndicator - returned in the descending order

Returns:

a list of tax lots that meet the criteria and in the right order

See Also:

HoldingTaxLotService.getAllTaxLotsOrderByAcquiredDate(java.lang.String, java.lang.String, java.lang.String, java.lang.String, boolean)

getAllTaxLotsByKemIdAdndIPIndicator

public List<HoldingTaxLot> getAllTaxLotsByKemIdAdndIPIndicator(String kemid,
                                                               String ipIndicator)

Gets all tax lots on the following criteria: kemId and IPIndicator.

Specified by:

getAllTaxLotsByKemIdAdndIPIndicator in interface HoldingTaxLotService

Parameters:

kemid -

ipIndicator -

Returns:

a list of tax lots that meet the criteria

getAllTaxLotsWithPositiveUnits

public List<HoldingTaxLot> getAllTaxLotsWithPositiveUnits(String kemid,
                                                          String securityId,
                                                          String registrationCode,
                                                          String ipIndicator)

Description copied from interface: HoldingTaxLotService

Gets all tax lots with positive units based on the following criteria: kemid, security id, registration code, and IP indicator.

Specified by:

getAllTaxLotsWithPositiveUnits in interface HoldingTaxLotService

Returns:

a list of tax lots that meet the criteria

See Also:

HoldingTaxLotService.getAllTaxLotsWithPositiveUnits(java.lang.String, java.lang.String, java.lang.String, java.lang.String)

getAllTaxLotsWithPositiveCost

public List<HoldingTaxLot> getAllTaxLotsWithPositiveCost(String kemid,
                                                         String securityId,
                                                         String registrationCode,
                                                         String ipIndicator)

Description copied from interface: HoldingTaxLotService

Gets all tax lots with positive cost based on the following criteria: kemid, security id, registration code, and IP indicator.

Specified by:

getAllTaxLotsWithPositiveCost in interface HoldingTaxLotService

Returns:

a list of tax lots that meet the criteria

See Also:

HoldingTaxLotService.getAllTaxLotsWithPositiveCost(java.lang.String, java.lang.String, java.lang.String, java.lang.String)

getClassCodeType

public String getClassCodeType(String securityId)

Description copied from interface: HoldingTaxLotService

Gets class code type based on securityId. Based on security ID, you search END_SEC_T Table to get END_SEC_T:SEC_CLS_CD, then, based on class code, you search END_CLS_CD_T, to get END_CLS_CD_T:CLS_CD_TYP

Specified by:

getClassCodeType in interface HoldingTaxLotService

Parameters:

id -

Returns:

class code type

See Also:

Gets class code type based on securityId. Based on security ID, you search END_SEC_T Table to get END_SEC_T:SEC_CLS_CD, then, based on class code, you search END_CLS_CD_T, to get END_CLS_CD_T:CLS_CD_TYP

getMarketValueForCashEquivalentsForAvailableIncomeCash

public BigDecimal getMarketValueForCashEquivalentsForAvailableIncomeCash(String kemId)

Description copied from interface: HoldingTaxLotService

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Cash Equivalents (C), and with the HLDG_IP_IND equal to I.

Specified by:

getMarketValueForCashEquivalentsForAvailableIncomeCash in interface HoldingTaxLotService

Returns:

marketValue

See Also:

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Cash Equivalents (C), and with the HLDG_IP_IND equal to I.

getMarketValueForPooledInvestmentForAvailableIncomeCash

public BigDecimal getMarketValueForPooledInvestmentForAvailableIncomeCash(String kemId)

Description copied from interface: HoldingTaxLotService

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Pooled Investment (P) and with the HLDG_IP_IND equal to I times the value in the Available Cash Percent institutional parameter (accounts for only a percentage of the market value allowing for pricing changes).

Specified by:

getMarketValueForPooledInvestmentForAvailableIncomeCash in interface HoldingTaxLotService

Returns:

marketValue

See Also:

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Pooled Investment (P) and with the HLDG_IP_IND equal to I times the value in the Available Cash Percent institutional parameter (accounts for only a percentage of the market value allowing for pricing changes).

getMarketValueForCashEquivalentsForAvailablePrincipalCash

public BigDecimal getMarketValueForCashEquivalentsForAvailablePrincipalCash(String kemId)

Description copied from interface: HoldingTaxLotService

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Cash Equivalents (C), and with the HLDG_IP_IND equal to P.

Specified by:

getMarketValueForCashEquivalentsForAvailablePrincipalCash in interface HoldingTaxLotService

Returns:

marketValue

See Also:

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Cash Equivalents (C), and with the HLDG_IP_IND equal to P.

getMarketValueForPooledInvestmentForAvailablePrincipalCash

public BigDecimal getMarketValueForPooledInvestmentForAvailablePrincipalCash(String kemId)

Description copied from interface: HoldingTaxLotService

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Pooled Investment (P) and with the HLDG_IP_IND equal to P times the value in the Available Cash Percent institutional parameter (accounts for only a percentage of the market value allowing for pricing changes).

Specified by:

getMarketValueForPooledInvestmentForAvailablePrincipalCash in interface HoldingTaxLotService

Returns:

marketValue

See Also:

The Market Value of the KEMID END_HLDG_TAX_LOT_T records with a CLS_CD_TYP of Pooled Investment (P) and with the HLDG_IP_IND equal to I times the value in the Available Cash Percent institutional parameter (accounts for only a percentage of the market value allowing for pricing changes).

getAllTaxLotsWithAccruedIncomeGreaterThanZeroPerSecurity

public List<HoldingTaxLot> getAllTaxLotsWithAccruedIncomeGreaterThanZeroPerSecurity(String securityId)

Description copied from interface: HoldingTaxLotService

Get all tax lots for the given security that have an accrued income greater than zero.

Specified by:

getAllTaxLotsWithAccruedIncomeGreaterThanZeroPerSecurity in interface HoldingTaxLotService

Parameters:

securityId - the id of the security for which to retrieve the tax lots

Returns:

all tax lots that meet the criteria

See Also:

HoldingTaxLotService.getAllTaxLotsWithAccruedIncomeGreaterThanZeroPerSecurity(java.lang.String)

getTaxLotsPerSecurityIDWithUnitsGreaterThanZero

public List<HoldingTaxLot> getTaxLotsPerSecurityIDWithUnitsGreaterThanZero(String securityId)

Description copied from interface: HoldingTaxLotService

Gets all the tax lots for the given security that have units greater than zero.

Specified by:

getTaxLotsPerSecurityIDWithUnitsGreaterThanZero in interface HoldingTaxLotService

Returns:

all tax lots that meet the criteria

See Also:

HoldingTaxLotService.getTaxLotsPerSecurityIDWithUnitsGreaterThanZero(java.lang.String)

removeAllHoldingTaxLots

public boolean removeAllHoldingTaxLots()

Description copied from interface: HoldingTaxLotService

Removes all HoldingTaxLot records from END_HLDG_TAX_LOT_T

Specified by:

removeAllHoldingTaxLots in interface HoldingTaxLotService

Returns:

true is successfully removed the records, else false

See Also:

HoldingTaxLotService.removeAllHoldingTaxLots()

getBusinessObjectService

protected org.kuali.rice.kns.service.BusinessObjectService getBusinessObjectService()

Gets the businessObjectService.

Returns:

businessObjectService

setBusinessObjectService

public void setBusinessObjectService(org.kuali.rice.kns.service.BusinessObjectService businessObjectService)

Sets the businessObjectService.

Parameters:

businessObjectService -

getHoldingTaxLotDao

protected HoldingTaxLotDao getHoldingTaxLotDao()

Gets the holdingTaxLotDao.

Returns:

holdingTaxLotDao

setHoldingTaxLotDao

public void setHoldingTaxLotDao(HoldingTaxLotDao holdingTaxLotDao)

Sets the holdingTaxLotDao.

Parameters:

holdingTaxLotDao -

getSecurityService

protected SecurityService getSecurityService()

Gets the securityService.

Returns:

securityService

setSecurityService

public void setSecurityService(SecurityService securityService)

Sets the securityService.

Parameters:

securityService -

getClassCodeService

protected ClassCodeService getClassCodeService()

Gets the classCodeService.

Returns:

classCodeService

setClassCodeService

public void setClassCodeService(ClassCodeService classCodeService)

Sets the classCodeService.

Parameters:

classCodeService -

getkEMService

protected KEMService getkEMService()

gets the kEMService.

Parameters:

kEMService -

setkEMService

public void setkEMService(KEMService kEMService)

Sets the kEMService.

Parameters:

kEMService -