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1   /**
2    * Copyright 2005-2014 The Kuali Foundation
3    *
4    * Licensed under the Educational Community License, Version 2.0 (the "License");
5    * you may not use this file except in compliance with the License.
6    * You may obtain a copy of the License at
7    *
8    * http://www.opensource.org/licenses/ecl2.php
9    *
10   * Unless required by applicable law or agreed to in writing, software
11   * distributed under the License is distributed on an "AS IS" BASIS,
12   * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
13   * See the License for the specific language governing permissions and
14   * limitations under the License.
15   */
16  package org.kuali.rice.krad.service;
17  
18  import org.kuali.rice.kew.api.exception.WorkflowException;
19  import org.kuali.rice.kim.api.identity.Person;
20  import org.kuali.rice.krad.bo.AdHocRouteRecipient;
21  import org.kuali.rice.krad.bo.Note;
22  import org.kuali.rice.krad.document.Document;
23  import org.kuali.rice.krad.exception.ValidationException;
24  import org.kuali.rice.krad.rules.rule.event.KualiDocumentEvent;
25  import org.kuali.rice.krad.rules.rule.event.SaveEvent;
26  
27  import java.util.List;
28  
29  /**
30   * Defines various operations that support the Document framework.
31   *
32   * @author Kuali Rice Team (rice.collab@kuali.org)
33   */
34  public interface DocumentService {
35  
36      /**
37       * @param documentHeaderId
38       * @return true if a document with the given documentHeaderId exists
39       */
40      public boolean documentExists(String documentHeaderId);
41  
42      /**
43       * get a new blank document instance based on the document type name
44       *
45       * @param documentTypeName
46       * @return
47       */
48      public Document getNewDocument(String documentTypeName) throws WorkflowException;
49  
50      /**
51       * get a new blank document instance having the given Document class
52       *
53       * @param documentClass
54       * @return
55       */
56      public Document getNewDocument(Class<? extends Document> documentClass) throws WorkflowException;
57  
58      /**
59       * get a new blank document instance based on the document type name. The principal name
60       * passed in will be used as the document initiator.
61       *
62       * @param documentTypeName
63       * @param initiatorPrincipalNm
64       * @return
65       */
66      public Document getNewDocument(String documentTypeName, String initiatorPrincipalNm) throws WorkflowException;
67  
68      /**
69       * get a document based on the document header id which is the primary key for all document types
70       *
71       * @param documentHeaderId
72       * @return
73       */
74      public Document getByDocumentHeaderId(String documentHeaderId) throws WorkflowException;
75      /**
76       * get a document based on the document header id which is the primary key for all document types.  Using this method
77       * does not require that GlobalVariables.getUserSession() be populated.  Therefore, this method can be used when a HTTP request
78       * is not being processed (e.g. during workflow indexing/post-processing).
79       *
80       * @param documentHeaderId
81       * @return
82       */
83      public Document getByDocumentHeaderIdSessionless(String documentHeaderId) throws WorkflowException;
84  
85      /**
86       * This method retrieves a list of fully-populated documents given a list of document header id values.
87       *
88       * @param clazz
89       * @param documentHeaderIds
90       * @return List of fully-populated documents
91       * @throws WorkflowException
92       */
93      public List<Document> getDocumentsByListOfDocumentHeaderIds(Class<? extends Document> documentClass, List<String> documentHeaderIds) throws WorkflowException;
94  
95      /**
96       *
97       * This method is to allow for documents to be updated which is currently used to update the document status as well as to allow
98       * for locked docs to be unlocked
99       *
100      * @param document
101      */
102     public Document updateDocument(Document document);
103 
104     /**
105      * This is a helper method that performs the same as the {@link #saveDocument(Document, Class)} method.  The convenience
106      * of this method is that the event being used is the standard SaveDocumentEvent.
107      *
108      * @see org.kuali.rice.krad.service.DocumentService#saveDocument(Document, Class)
109      */
110     public Document saveDocument(Document document) throws WorkflowException;
111 
112     /**
113      * Saves the passed-in document. This will persist it both to the Kuali database, and also initiate it (if necessary) within
114      * workflow, so its available in the initiator's action list.  This method uses the passed in KualiDocumentEvent class when saving
115      * the document.  The KualiDocumentEvent class must implement the {@link SaveEvent} interface.
116      *
117      * Note that the system does not support passing in Workflow Annotations or AdHoc Route Recipients on a SaveDocument call. These
118      * are sent to workflow on a routeDocument action, or any of the others which actually causes a routing action to happen in
119      * workflow.
120      *
121      * NOTE: This method will not check the document action flags to check if a save is valid
122      *
123      * @param document The document to be saved
124      * @param kualiDocumentEventClass The event class to use when saving (class must implement the SaveEvent interface)
125      * @return the document that was passed in
126      * @throws WorkflowException
127      */
128     public Document saveDocument(Document document, Class<? extends KualiDocumentEvent> kualiDocumentEventClass) throws WorkflowException;
129 
130     /**
131      * start the route the document for approval, optionally providing a list of ad hoc recipients, and additionally provideing a
132      * annotation to show up in the route log for the document
133      *
134      * @param document
135      * @param annotation
136      * @param adHocRoutingRecipients
137      * @return
138      * @throws ValidationErrorList
139      */
140     public Document routeDocument(Document document, String annotation, List<AdHocRouteRecipient> adHocRoutingRecipients) throws WorkflowException;
141 
142     /**
143      * approve this document, optionally providing an annotation which will show up in the route log for this document for this
144      * action taken, and optionally providing a list of ad hoc recipients for the document
145      *
146      * @param document
147      * @param annotation
148      * @param adHocRoutingRecipients
149      * @return
150      * @throws ValidationErrorList
151      */
152     public Document approveDocument(Document document, String annotation, List<AdHocRouteRecipient> adHocRoutingRecipients) throws WorkflowException;
153 
154     /**
155      * approve this document as super user, optionally providing an annotation which will show up in the route log for this document
156      * for this action taken
157      *
158      * @param document
159      * @param annotation
160      * @return
161      * @throws ValidationErrorList
162      */
163     public Document superUserApproveDocument(Document document, String annotation) throws WorkflowException;
164 
165     /**
166      * cancel this document as super user, optionally providing an annotation which will show up in the route log for this document
167      * for this action taken
168      *
169      * @param document
170      * @param annotation
171      * @return
172      * @throws WorkflowException
173      */
174     public Document superUserCancelDocument(Document document, String annotation) throws WorkflowException;
175 
176     /**
177      * disapprove this document as super user, optionally providing an annotation which will show up in the route log for this document
178      * for this action taken
179      *
180      * @param document
181      * @param annotation
182      * @return
183      * @throws WorkflowException
184      */
185     public Document superUserDisapproveDocument(Document document, String annotation) throws WorkflowException;
186 
187     /**
188      * disapprove this document as super user, without saving, optionally providing an annotation which will show up in the route log for this document
189      * for this action taken
190      *
191      * @param document
192      * @param annotation
193      * @return
194      * @throws WorkflowException
195      */
196     public Document superUserDisapproveDocumentWithoutSaving(Document document, String annotation) throws WorkflowException;
197 
198 
199     /**
200      * disapprove this document, optionally providing an annotation for the disapproval which will show up in the route log for the
201      * document for this action taken
202      *
203      * @param document
204      * @param annotation
205      * @return Document
206      * @throws Exception
207      */
208     public Document disapproveDocument(Document document, String annotation) throws Exception;
209 
210     /**
211      * cancel this document, optionally providing an annotation for the disapproval which will show up in the route log for the
212      * document for this action taken
213      *
214      * @param document
215      * @param annotation
216      * @return
217      */
218     public Document cancelDocument(Document document, String annotation) throws WorkflowException;
219 
220     /**
221      * acknowledge this document, optionally providing an annotation for the acknowledgement which will show up in the route log for
222      * the document for this acknowledgement, additionally optionally provide a list of ad hoc recipients that should recieve this
223      * document. The list of ad hoc recipients for this document should have an action requested of acknowledge or fyi as all other
224      * actions requested will be discarded as invalid based on the action being taken being an acknowledgement.
225      *
226      * @param document
227      * @param annotation
228      * @param adHocRecipients
229      * @return
230      */
231     public Document acknowledgeDocument(Document document, String annotation, List<AdHocRouteRecipient> adHocRecipients) throws WorkflowException;
232 
233     /**
234      * blanket approve this document which will approve the document and stand in for an approve for all typically generated
235      * approval actions requested for this document. The user must have blanket approval authority for this document by being
236      * registered as a user in the blanket approval workgroup that is associated with this document type. Optionally an annotation
237      * can be provided which will show up for this action taken on the document in the route log. Additionally optionally provide a
238      * list of ad hoc recipients for this document, which should be restricted to actions requested of acknowledge and fyi as all
239      * other actions requested will be discarded
240      *
241      * @param document
242      * @param annotation
243      * @param adHocRecipients
244      * @return
245      * @throws ValidationErrorList
246      */
247     public Document blanketApproveDocument(Document document, String annotation, List<AdHocRouteRecipient> adHocRecipients) throws WorkflowException;
248 
249     /**
250      * clear the fyi request for this document, optionally providing a list of ad hoc recipients for this document, which should be
251      * restricted to action requested of fyi as all other actions requested will be discarded
252      *
253      * @param document
254      * @param adHocRecipients
255      * @return
256      */
257     public Document clearDocumentFyi(Document document, List<AdHocRouteRecipient> adHocRecipients) throws WorkflowException;
258 
259     /**
260      * Sets the title and app document id in the workflow document
261      *
262      * @param document
263      * @throws WorkflowException
264      */
265     public void prepareWorkflowDocument(Document document) throws WorkflowException;
266 
267 
268     /**
269      * This method creates a note from a given document and note text.  The resulting Note will
270      * have it's note type set to the value of {@link Document#getNoteType()}.  Additionally, it's
271      * remoteObjectId will be set to the object id of the document's note target.
272      *
273      * @param document the document from which to use the note type and note target when creating the note
274      * @param text the text value to include in the resulting note
275      * @return the note that was created
276      */
277     public Note createNoteFromDocument(Document document, String text);
278 
279     /**
280      * Saves the notes associated with the given document if they are in a state where they can be
281      * saved.  In certain cases they may not be ready to be saved.  For example, in maintenance documents
282      * where the notes are associated with the business object instead of the document header, the notes
283      * cannot be saved until the business object itself has been persisted.
284      *
285      * @param document the document for which to save notes
286      * @return true if the notes were saved, false if they were not
287      */
288     public boolean saveDocumentNotes(Document document);
289 
290     public void sendAdHocRequests(Document document, String annotation, List<AdHocRouteRecipient> adHocRecipients) throws WorkflowException;
291 
292     /**
293      * Builds an workflow notification request for the note and sends it to note recipient.
294      *
295      * @param document - document that contains the note
296      * @param note - note to notify
297      * @param sender - user who is sending the notification
298      * @throws WorkflowException
299      */
300     public void sendNoteRouteNotification(Document document, Note note, Person sender) throws WorkflowException;
301 
302     /**
303      * recall this document, optionally providing an annotation for the recall which will show up in the route log for the
304      * document for this action taken
305      *
306      * @since 2.1
307      * @param document
308      * @param annotation
309      * @return
310      */
311     public Document recallDocument(Document document, String annotation, boolean cancel) throws WorkflowException;
312 
313     /**
314      * Complete action for a document
315      *
316      * @param document Document
317      * @param annotation Annotation text
318      * @param adHocRecipients list of adhoc recipients
319      */
320     public Document completeDocument(Document document, String annotation, List adHocRecipients) throws WorkflowException;
321 
322     /**
323      * Helper method used to save and validate a document
324      *
325      * @param document Document
326      * @param event KualiDocumentEvent
327      */
328     public Document validateAndPersistDocument(Document document, KualiDocumentEvent event) throws ValidationException;
329 }