001 /*
002 * Copyright 2011 The Kuali Foundation.
003 *
004 * Licensed under the Educational Community License, Version 2.0 (the "License");
005 * you may not use this file except in compliance with the License.
006 * You may obtain a copy of the License at
007 *
008 * http://www.opensource.org/licenses/ecl2.php
009 *
010 * Unless required by applicable law or agreed to in writing, software
011 * distributed under the License is distributed on an "AS IS" BASIS,
012 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
013 * See the License for the specific language governing permissions and
014 * limitations under the License.
015 */
016 package org.kuali.kfs.module.endow.document.service.impl;
017
018 import java.math.BigDecimal;
019
020 import org.kuali.kfs.module.endow.EndowConstants;
021 import org.kuali.kfs.module.endow.EndowKeyConstants;
022 import org.kuali.kfs.module.endow.businessobject.EndowmentTransactionLine;
023 import org.kuali.kfs.module.endow.businessobject.EndowmentTransactionSecurity;
024 import org.kuali.kfs.module.endow.businessobject.EndowmentTransactionTaxLotLine;
025 import org.kuali.kfs.module.endow.businessobject.HoldingTaxLot;
026 import org.kuali.kfs.module.endow.document.EndowmentTaxLotLinesDocumentBase;
027 import org.kuali.kfs.module.endow.document.service.HoldingTaxLotService;
028 import org.kuali.kfs.module.endow.document.service.KEMService;
029 import org.kuali.kfs.module.endow.document.service.LiabilityDocumentService;
030 import org.kuali.kfs.module.endow.document.service.SecurityService;
031 import org.kuali.rice.kns.util.GlobalVariables;
032 import org.kuali.rice.kns.util.KualiDecimal;
033 import org.kuali.rice.kns.util.ObjectUtils;
034
035 /**
036 * This class...
037 */
038 public class LiabilityDocumentServiceImpl extends EndowmentTransactionLinesDocumentServiceImpl implements LiabilityDocumentService {
039
040 private HoldingTaxLotService taxLotService;
041 private SecurityService securityService;
042 private KEMService kemService;
043
044 /**
045 * @see org.kuali.kfs.module.endow.document.service.UpdateAssetIncreaseDocumentTaxLotsService#updateTransactionLineTaxLots(boolean,
046 * org.kuali.kfs.module.endow.document.AssetIncreaseDocument,
047 * org.kuali.kfs.module.endow.businessobject.EndowmentTransactionLine)
048 */
049 public void updateLiabilityIncreaseTransactionLineTaxLots(boolean isSource, EndowmentTaxLotLinesDocumentBase document, EndowmentTransactionLine transLine) {
050 EndowmentTransactionSecurity endowmentTransactionSecurity = null;
051 String securityID = null;
052 String registrationCode = null;
053
054 if (isSource) {
055 endowmentTransactionSecurity = document.getSourceTransactionSecurity();
056 securityID = document.getSourceTransactionSecurity().getSecurityID();
057 registrationCode = document.getSourceTransactionSecurity().getRegistrationCode();
058 }
059 else {
060 endowmentTransactionSecurity = document.getTargetTransactionSecurity();
061 securityID = document.getTargetTransactionSecurity().getSecurityID();
062 registrationCode = document.getTargetTransactionSecurity().getRegistrationCode();
063 }
064
065 EndowmentTransactionTaxLotLine taxLotLine = obtainTaxLotLine(transLine, endowmentTransactionSecurity);
066
067 // Update the Cost to -ve
068 taxLotLine.setLotHoldingCost(taxLotLine.getLotHoldingCost().negate());
069
070
071 HoldingTaxLot holdingTaxLot = taxLotService.getByPrimaryKey(transLine.getKemid(), securityID, registrationCode, 1, transLine.getTransactionIPIndicatorCode());
072
073 if (ObjectUtils.isNotNull(holdingTaxLot)) {
074 if (holdingTaxLot.getUnits().equals(KualiDecimal.ZERO) && holdingTaxLot.getCost().equals(KualiDecimal.ZERO)) {
075 taxLotLine.setLotAcquiredDate(kemService.getCurrentDate());
076 }
077 else {
078 taxLotLine.setLotAcquiredDate(holdingTaxLot.getAcquiredDate());
079 }
080 }
081 else {
082 taxLotLine.setLotAcquiredDate(kemService.getCurrentDate());
083 }
084 }
085
086 /**
087 * @see org.kuali.kfs.module.endow.document.service.UpdateAssetIncreaseDocumentTaxLotsService#updateTransactionLineTaxLots(boolean,
088 * org.kuali.kfs.module.endow.document.AssetIncreaseDocument,
089 * org.kuali.kfs.module.endow.businessobject.EndowmentTransactionLine)
090 */
091 public void updateLiabilityDecreaseTransactionLineTaxLots(boolean isSource, EndowmentTaxLotLinesDocumentBase document, EndowmentTransactionLine transLine) {
092 EndowmentTransactionSecurity endowmentTransactionSecurity = null;
093 String securityID = null;
094 String registrationCode = null;
095
096 if (isSource) {
097 endowmentTransactionSecurity = document.getSourceTransactionSecurity();
098 securityID = document.getSourceTransactionSecurity().getSecurityID();
099 registrationCode = document.getSourceTransactionSecurity().getRegistrationCode();
100 }
101 else {
102 endowmentTransactionSecurity = document.getTargetTransactionSecurity();
103 securityID = document.getTargetTransactionSecurity().getSecurityID();
104 registrationCode = document.getTargetTransactionSecurity().getRegistrationCode();
105 }
106
107 EndowmentTransactionTaxLotLine taxLotLine = obtainTaxLotLine(transLine, endowmentTransactionSecurity);
108
109 BigDecimal postiveUnitValue = taxLotLine.getLotUnits();
110 // Negate the Units for Liability
111 taxLotLine.setLotUnits(taxLotLine.getLotUnits().negate());
112
113 HoldingTaxLot holdingTaxLot = taxLotService.getByPrimaryKey(transLine.getKemid(), securityID, registrationCode, 1, transLine.getTransactionIPIndicatorCode());
114 if (ObjectUtils.isNotNull(holdingTaxLot)) {
115 if (holdingTaxLot.getUnits().compareTo(postiveUnitValue) < 0) {
116 GlobalVariables.getMessageMap().putErrorWithoutFullErrorPath(EndowConstants.TRANSACTION_LINE_ERRORS, EndowKeyConstants.EndowmentTransactionDocumentConstants.ERROR_ASSET_DECREASE_INSUFFICIENT_UNITS);
117 // Empty out Tax lot lines.
118 transLine.getTaxLotLines().remove(0);
119 }
120 }
121 else {
122 // Object must exist
123 GlobalVariables.getMessageMap().putErrorWithoutFullErrorPath(EndowConstants.TRANSACTION_LINE_ERRORS, EndowKeyConstants.EndowmentTransactionDocumentConstants.ERROR_TRANSACTION_LINE_TAXLOT_INVALID, "Liability");
124 // Empty out Tax lot lines.
125 transLine.getTaxLotLines().remove(0);
126
127 }
128 }
129
130 private EndowmentTransactionTaxLotLine obtainTaxLotLine(EndowmentTransactionLine transLine, EndowmentTransactionSecurity endowmentTransactionSecurity) {
131 EndowmentTransactionTaxLotLine taxLotLine = null;
132
133 if (transLine.getTaxLotLines() != null && transLine.getTaxLotLines().size() > 0) {
134 // there is only one tax lot line per each transaction line
135 taxLotLine = transLine.getTaxLotLines().get(0);
136 }
137 else {
138 // Create and set a new tax lot line
139 taxLotLine = new EndowmentTransactionTaxLotLine();
140 // taxLotLine.setDocumentNumber(aiDocument.getDocumentNumber());
141 // taxLotLine.setDocumentLineNumber(transLine.getTransactionLineNumber());
142 taxLotLine.setTransactionHoldingLotNumber(1);
143
144 // Adding Taxlot line
145 transLine.getTaxLotLines().add(0, taxLotLine);
146
147 }
148
149 // Updating data in case of refresh
150 taxLotLine.setLotUnits(transLine.getTransactionUnits().bigDecimalValue());
151 taxLotLine.setLotHoldingCost(transLine.getTransactionAmount().bigDecimalValue());
152
153 // set kemid, security, regostration code, ip indicator
154 taxLotLine.setKemid(transLine.getKemid());
155 taxLotLine.setSecurityID(endowmentTransactionSecurity.getSecurityID());
156 taxLotLine.setRegistrationCode(endowmentTransactionSecurity.getRegistrationCode());
157 taxLotLine.setIpIndicator(transLine.getTransactionIPIndicatorCode());
158
159 // set the new lot indicator
160 taxLotLine.setNewLotIndicator(false);
161
162 return taxLotLine;
163 }
164
165 /**
166 * Gets the taxLotService.
167 *
168 * @return taxLotService
169 */
170 public HoldingTaxLotService getTaxLotService() {
171 return taxLotService;
172 }
173
174 /**
175 * Sets the taxLotService.
176 *
177 * @param taxLotService
178 */
179 public void setTaxLotService(HoldingTaxLotService taxLotService) {
180 this.taxLotService = taxLotService;
181 }
182
183 /**
184 * Gets the securityService.
185 *
186 * @return securityService
187 */
188 public SecurityService getSecurityService() {
189 return securityService;
190 }
191
192 /**
193 * Sets the securityService.
194 *
195 * @param securityService
196 */
197 public void setSecurityService(SecurityService securityService) {
198 this.securityService = securityService;
199 }
200
201 public KEMService getKemService() {
202 return kemService;
203 }
204
205 public void setKemService(KEMService kemService) {
206 this.kemService = kemService;
207 }
208
209 }