org.kuali.ole.fp.document

Class TransferOfFundsDocument

java.lang.Object

org.kuali.rice.krad.bo.DataObjectBase

org.kuali.rice.krad.bo.PersistableBusinessObjectBaseAdapter

org.kuali.rice.krad.document.DocumentBase

org.kuali.rice.krad.document.TransactionalDocumentBase

org.kuali.ole.sys.document.FinancialSystemTransactionalDocumentBase

org.kuali.ole.sys.document.LedgerPostingDocumentBase

org.kuali.ole.sys.document.GeneralLedgerPostingDocumentBase

org.kuali.ole.sys.document.AccountingDocumentBase

org.kuali.ole.fp.document.TransferOfFundsDocument

All Implemented Interfaces:

Serializable, Cloneable, org.eclipse.persistence.descriptors.changetracking.ChangeTracker, org.eclipse.persistence.internal.descriptors.PersistenceEntity, org.eclipse.persistence.internal.descriptors.PersistenceObject, org.eclipse.persistence.internal.weaving.PersistenceWeaved, org.eclipse.persistence.internal.weaving.PersistenceWeavedChangeTracking, org.eclipse.persistence.internal.weaving.PersistenceWeavedFetchGroups, org.eclipse.persistence.internal.weaving.PersistenceWeavedRest, org.eclipse.persistence.queries.FetchGroupTracker, AccountingDocument, AmountTotaling, Correctable, FinancialSystemDocument, FinancialSystemTransactionalDocument, GeneralLedgerPendingEntrySource, GeneralLedgerPostingDocument, LedgerPostingDocument, org.kuali.rice.core.api.mo.common.GloballyUnique, org.kuali.rice.core.api.mo.common.Versioned, org.kuali.rice.krad.document.Copyable, org.kuali.rice.krad.document.Document, org.kuali.rice.krad.document.SessionDocument, org.kuali.rice.krad.document.TransactionalDocument

Direct Known Subclasses:

YearEndTransferOfFundsDocument

public class TransferOfFundsDocument
extends AccountingDocumentBase
implements org.kuali.rice.krad.document.Copyable, Correctable, AmountTotaling

The Transfer of Funds (TF) document is used to transfer funds (cash) between accounts. There are two kinds of transfer transactions, mandatory and non-mandatory. Mandatory transfers are required to meet contractual agreements. Specific object codes are used to identify these transactions. Examples of these are: moving dedicated student fees to the retirement of indebtedness fund group for principal and interest payments on bonds. Non-mandatory transfers are allocations of unrestricted cash between fund groups which are not required either by the terms of a loan or by other external agreements. These transfers are the most commonly used throughout the university.

See Also:

Serialized Form

Field Summary

Fields

Modifier and Type	Field and Description
protected static long	serialVersionUID

Fields inherited from class org.kuali.ole.sys.document.AccountingDocumentBase

additionalChargeAccountingLines, dataDictionaryEntry, LOG, nextAdditionalSourceLineNumber, nextSourceLineNumber, nextTargetLineNumber, sourceAccountingLineClass, sourceAccountingLines, targetAccountingLineClass, targetAccountingLines

Fields inherited from class org.kuali.ole.sys.document.GeneralLedgerPostingDocumentBase

generalLedgerPendingEntries

Fields inherited from class org.kuali.ole.sys.document.LedgerPostingDocumentBase

accountingPeriod, accountingPeriodService, checkPostingYearForCopy, dataDictionaryService, dateTimeService, postingPeriodCode, postingYear

Fields inherited from class org.kuali.ole.sys.document.FinancialSystemTransactionalDocumentBase

UPDATE_TOTAL_AMOUNT_IN_POST_PROCESSING_PARAMETER_NAME

Fields inherited from class org.kuali.rice.krad.document.DocumentBase

adHocRoutePersons, adHocRouteWorkgroups, documentHeader, documentNumber, notes, pessimisticLocks

Fields inherited from class org.kuali.rice.krad.bo.PersistableBusinessObjectBaseAdapter

extension, newCollectionRecord

Fields inherited from class org.kuali.rice.krad.bo.DataObjectBase

_persistence_cacheKey, _persistence_fetchGroup, _persistence_href, _persistence_listener, _persistence_primaryKey, _persistence_relationshipInfo, _persistence_session, _persistence_shouldRefreshFetchGroup, objectId, versionNumber

Constructor Summary

Constructors

Constructor and Description
TransferOfFundsDocument() Initializes the array lists and some basic info.

Method Summary

Methods

Modifier and Type	Method and Description
void	customizeExplicitGeneralLedgerPendingEntry(GeneralLedgerPendingEntrySourceDetail generalLedgerPendingEntrySourceDetail, GeneralLedgerPendingEntry explicitEntry) Set attributes of an explicit pending entry according to rules specific to TransferOfFundsDocument.
boolean	customizeOffsetGeneralLedgerPendingEntry(GeneralLedgerPendingEntrySourceDetail accountingLine, GeneralLedgerPendingEntry explicitEntry, GeneralLedgerPendingEntry offsetEntry) Set attributes of an offset pending entry according to rules specific to TransferOfFundsDocument.
String	getSourceAccountingLinesSectionTitle() Overrides the base implementation to return "From".
String	getTargetAccountingLinesSectionTitle() Overrides the base implementation to return "To".
boolean	isDebit(GeneralLedgerPendingEntrySourceDetail postable) Adds the following restrictions in addition to those provided by IsDebitUtils.isDebitConsideringNothingPositiveOnly Only allow income or expense object type codes Target lines have the opposite debit/credit codes as the source lines

Methods inherited from class org.kuali.ole.sys.document.AccountingDocumentBase

addAdditionalSourceAccountingLine, addSourceAccountingLine, addTargetAccountingLine, buildAccountingLineMap, buildListOfDeletionAwareLists, copyAccountingLines, generateDocumentGeneralLedgerPendingEntries, generateEvents, generateGeneralLedgerPendingEntries, generateSaveEvents, getAccountingLineParser, getDataDictionaryEntry, getDocumentClassForAccountingLineValueAllowedValidation, getEntryValue, getGeneralLedgerPendingEntryAmountForDetail, getGeneralLedgerPendingEntrySourceDetails, getNextSourceLineNumber, getNextTargetLineNumber, getPersistedSourceAccountingLinesForComparison, getPersistedTargetAccountingLinesForComparison, getSourceAccountingLine, getSourceAccountingLineClass, getSourceAccountingLineEntryName, getSourceAccountingLines, getSourceAccountingLinesForComparison, getSourceTotal, getTargetAccountingLine, getTargetAccountingLineClass, getTargetAccountingLineEntryName, getTargetAccountingLines, getTargetAccountingLinesForComparison, getTargetTotal, getTotalDollarAmount, isDocumentFinalOrProcessed, prepareForSave, processExplicitGeneralLedgerPendingEntry, processOffsetGeneralLedgerPendingEntry, setadditionalChargeAccountingLines, setNextSourceLineNumber, setNextTargetLineNumber, setSourceAccountingLines, setTargetAccountingLines, toCopy, toErrorCorrection, updatePostingYearForAccountingLines

Methods inherited from class org.kuali.ole.sys.document.GeneralLedgerPostingDocumentBase

addPendingEntry, changeGeneralLedgerPendingEntriesApprovedStatusCode, checkSufficientFunds, clearAnyGeneralLedgerPendingEntries, documentPerformsSufficientFundsCheck, doRouteStatusChange, getGeneralLedgerPendingEntries, getGeneralLedgerPendingEntry, getPendingLedgerEntriesForSufficientFundsChecking, removeGeneralLedgerPendingEntries, setGeneralLedgerPendingEntries

Methods inherited from class org.kuali.ole.sys.document.LedgerPostingDocumentBase

createInitialAccountingPeriod, getAccountingPeriod, getAccountingPeriodCompositeString, getAccountingPeriodService, getDataDictionaryService, getDateTimeService, getFinancialDocumentTypeCode, getPostingPeriodCode, getPostingYear, retrieveCurrentAccountingPeriod, setAccountingPeriod, setAccountingPeriodCompositeString, setPostingPeriodCode, setPostingYear

Methods inherited from class org.kuali.ole.sys.document.FinancialSystemTransactionalDocumentBase

answerSplitNodeQuestion, doRouteLevelChange, getApplicationDocumentStatus, getBusinessObjectService, getFinancialSystemDocumentHeader, getFinancialSystemDocumentService, getParameterService, prepareForSave, processAfterRetrieve, setApplicationDocumentStatus, setDocumentHeader, setFinancialSystemDocumentHeader, updateAndSaveAppDocStatus

Methods inherited from class org.kuali.rice.krad.document.TransactionalDocumentBase

_persistence_get, _persistence_new, _persistence_post_clone, _persistence_set, getAllowsCopy, isSessionDocument

Methods inherited from class org.kuali.rice.krad.document.DocumentBase

addCopyErrorDocumentNote, addNote, addPessimisticLock, afterActionTaken, afterWorkflowEngineProcess, beforeWorkflowEngineProcess, createPropertySerializabilityEvaluator, doActionTaken, getActionRequests, getAdHocRoutePersons, getAdHocRouteWorkgroups, getAttachmentService, getBasePathToDocumentDuringSerialization, getCustomLockDescriptor, getDocumentHeader, getDocumentNumber, getDocumentPropertySerizabilityEvaluator, getDocumentTitle, getLockClearingMethodNames, getLockClearningMethodNames, getNonLockingActionTakenCodes, getNote, getNotes, getNoteService, getNoteTarget, getNoteType, getPessimisticLocks, getSuperUserAnnotation, getWorkflowEngineDocumentIdsToLock, getXmlForRouteReport, logErrors, populateDocumentForRouting, postLoad, postProcessSave, postRemove, prePersist, refreshPessimisticLocks, refreshReferenceObject, removeNote, serializeDocumentToXml, setAdHocRoutePersons, setAdHocRouteWorkgroups, setDocumentNumber, setNewDocumentHeader, setNotes, setPessimisticLocks, setSuperUserAnnotation, useCustomLockDescriptors, validateBusinessRules, wrapDocumentWithMetadataForXmlSerialization

Methods inherited from class org.kuali.rice.krad.bo.PersistableBusinessObjectBaseAdapter

getExtension, getLegacyDataAdapter, isNewCollectionRecord, linkEditableUserFields, refresh, refreshNonUpdateableReferences, setExtension, setNewCollectionRecord

Methods inherited from class org.kuali.rice.krad.bo.DataObjectBase

_persistence_checkFetched, _persistence_checkFetchedForSet, _persistence_get_objectId, _persistence_get_versionNumber, _persistence_getCacheKey, _persistence_getFetchGroup, _persistence_getHref, _persistence_getId, _persistence_getPropertyChangeListener, _persistence_getRelationships, _persistence_getSession, _persistence_isAttributeFetched, _persistence_propertyChange, _persistence_resetFetchGroup, _persistence_set_objectId, _persistence_set_versionNumber, _persistence_setCacheKey, _persistence_setFetchGroup, _persistence_setHref, _persistence_setId, _persistence_setPropertyChangeListener, _persistence_setRelationships, _persistence_setSession, _persistence_setShouldRefreshFetchGroup, _persistence_shallow_clone, _persistence_shouldRefreshFetchGroup, generateAndSetObjectIdIfNeeded, getExtensionObject, getObjectId, getVersionNumber, preUpdate, setExtensionObject, setObjectId, setVersionNumber, toString

Methods inherited from class java.lang.Object

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

Methods inherited from interface org.kuali.rice.krad.document.Copyable

toCopy

Methods inherited from interface org.kuali.ole.sys.document.Correctable

toErrorCorrection

Methods inherited from interface org.kuali.ole.sys.document.AmountTotaling

getTotalDollarAmount

Methods inherited from interface org.kuali.ole.sys.document.GeneralLedgerPostingDocument

checkSufficientFunds, getGeneralLedgerPendingEntries, getGeneralLedgerPendingEntry, getPendingLedgerEntriesForSufficientFundsChecking, setGeneralLedgerPendingEntries

Methods inherited from interface org.kuali.ole.sys.document.LedgerPostingDocument

getAccountingPeriod, getPostingPeriodCode, getPostingYear, setAccountingPeriod, setPostingPeriodCode, setPostingYear

Methods inherited from interface org.kuali.ole.sys.document.FinancialSystemDocument

answerSplitNodeQuestion, getFinancialSystemDocumentHeader

Methods inherited from interface org.kuali.rice.krad.document.Document

addNote, addPessimisticLock, afterActionTaken, afterWorkflowEngineProcess, beforeWorkflowEngineProcess, doActionTaken, doRouteLevelChange, doRouteStatusChange, getActionRequests, getAdHocRoutePersons, getAdHocRouteWorkgroups, getAllowsCopy, getBasePathToDocumentDuringSerialization, getCustomLockDescriptor, getDocumentHeader, getDocumentNumber, getDocumentPropertySerizabilityEvaluator, getDocumentTitle, getLockClearingMethodNames, getLockClearningMethodNames, getNote, getNotes, getNoteTarget, getNoteType, getPessimisticLocks, getSuperUserAnnotation, getWorkflowEngineDocumentIdsToLock, getXmlForRouteReport, populateDocumentForRouting, postProcessSave, prepareForSave, processAfterRetrieve, refreshPessimisticLocks, removeNote, serializeDocumentToXml, setAdHocRoutePersons, setAdHocRouteWorkgroups, setDocumentHeader, setDocumentNumber, setNotes, setSuperUserAnnotation, useCustomLockDescriptors, validateBusinessRules, wrapDocumentWithMetadataForXmlSerialization

Methods inherited from interface org.kuali.rice.core.api.mo.common.GloballyUnique

getObjectId

Methods inherited from interface org.kuali.ole.sys.document.GeneralLedgerPendingEntrySource

addPendingEntry, clearAnyGeneralLedgerPendingEntries, getDocumentHeader, getFinancialDocumentTypeCode, getFinancialSystemDocumentHeader, getPostingYear

Methods inherited from interface org.eclipse.persistence.internal.descriptors.PersistenceObject

_persistence_shallow_clone

Field Detail

serialVersionUID

protected static final long serialVersionUID

See Also:

Constant Field Values

Constructor Detail

TransferOfFundsDocument

public TransferOfFundsDocument()

Initializes the array lists and some basic info.

Method Detail

getSourceAccountingLinesSectionTitle

public String getSourceAccountingLinesSectionTitle()

Overrides the base implementation to return "From".

Specified by:

getSourceAccountingLinesSectionTitle in interface AccountingDocument

Overrides:

getSourceAccountingLinesSectionTitle in class AccountingDocumentBase

Returns:

The source accounting line section's title.

See Also:

AccountingDocument.getSourceAccountingLinesSectionTitle()

getTargetAccountingLinesSectionTitle

public String getTargetAccountingLinesSectionTitle()

Overrides the base implementation to return "To".

Specified by:

getTargetAccountingLinesSectionTitle in interface AccountingDocument

Overrides:

getTargetAccountingLinesSectionTitle in class AccountingDocumentBase

Returns:

The target accounting line section's title.

See Also:

AccountingDocument.getTargetAccountingLinesSectionTitle()

customizeOffsetGeneralLedgerPendingEntry

public boolean customizeOffsetGeneralLedgerPendingEntry(GeneralLedgerPendingEntrySourceDetail accountingLine,
                                               GeneralLedgerPendingEntry explicitEntry,
                                               GeneralLedgerPendingEntry offsetEntry)

Set attributes of an offset pending entry according to rules specific to TransferOfFundsDocument. The current rules require setting the balance type code to 'actual'.

Overrides:

customizeOffsetGeneralLedgerPendingEntry in class AccountingDocumentBase

Parameters:

financialDocument - The accounting document containing the general ledger pending entries being customized.

accountingLine - The accounting line the explicit general ledger pending entry was generated from.

explicitEntry - The explicit general ledger pending entry the offset entry is generated for.

offsetEntry - The offset general ledger pending entry being customized.

Returns:

This method always returns true.

See Also:

org.kuali.ole.sys.document.validation.impl.AccountingDocumentRuleBase#customizeOffsetGeneralLedgerPendingEntry(org.kuali.rice.krad.document.FinancialDocument, org.kuali.rice.krad.bo.AccountingLine, org.kuali.module.gl.bo.GeneralLedgerPendingEntry, org.kuali.module.gl.bo.GeneralLedgerPendingEntry)

customizeExplicitGeneralLedgerPendingEntry

public void customizeExplicitGeneralLedgerPendingEntry(GeneralLedgerPendingEntrySourceDetail generalLedgerPendingEntrySourceDetail,
                                              GeneralLedgerPendingEntry explicitEntry)

Set attributes of an explicit pending entry according to rules specific to TransferOfFundsDocument.

Overrides:

customizeExplicitGeneralLedgerPendingEntry in class AccountingDocumentBase

Parameters:

financialDocument - The accounting document containing the general ledger pending entries being customized.

accountingLine - The accounting line the explicit general ledger pending entry was generated from.

explicitEntry - The explicit general ledger pending entry to be customized.

See Also:

org.kuali.ole.sys.document.validation.impl.AccountingDocumentRuleBase#customizeExplicitGeneralLedgerPendingEntry(org.kuali.rice.krad.document.FinancialDocument, org.kuali.rice.krad.bo.AccountingLine, org.kuali.module.gl.bo.GeneralLedgerPendingEntry)

isDebit

public boolean isDebit(GeneralLedgerPendingEntrySourceDetail postable)

Adds the following restrictions in addition to those provided by IsDebitUtils.isDebitConsideringNothingPositiveOnly

1. Only allow income or expense object type codes
2. Target lines have the opposite debit/credit codes as the source lines

Specified by:

isDebit in interface GeneralLedgerPendingEntrySource

Specified by:

isDebit in class AccountingDocumentBase

Parameters:

financialDocument - The document used to determine if the accounting line is a debit line.

accountingLine - The accounting line to be analyzed.

Returns:

True if the accounting line provided is a debit line, false otherwise.

See Also:

IsDebitUtils#isDebitConsideringNothingPositiveOnly(FinancialDocumentRuleBase, FinancialDocument, AccountingLine), org.kuali.rice.krad.rule.AccountingLineRule#isDebit(org.kuali.rice.krad.document.FinancialDocument, org.kuali.rice.krad.bo.AccountingLine)