EntityPortfolioList.java

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/*
 * Turró i Cutiller Foundation. License notice.
 * Copyright (C) 2021 Lluis Turró Cutiller <http://www.turro.org/>
 *
 * This program is free software: you can redistribute it and/or modify
 * it under the terms of the GNU Affero General Public License as published by
 * the Free Software Foundation, either version 3 of the License, or
 * (at your option) any later version.
 *
 * This program is distributed in the hope that it will be useful,
 * but WITHOUT ANY WARRANTY; without even the implied warranty of
 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
 * GNU Affero General Public License for more details.
 *
 * You should have received a copy of the GNU Affero General Public License
 * along with this program.  If not, see <http://www.gnu.org/licenses/>.
 */
 
package org.turro.entities.portfolio;
 
import java.util.List;
import java.util.TreeSet;
import org.turro.financials.entity.Document;
import org.turro.financials.model.document.contract.DocumentPortfolio;
 
public class EntityPortfolioList extends TreeSet<DocumentPortfolio> {
 
  private double finalBalance = 0.0, finalInvoice = 0.0, 
                 finalPortfolio = 0.0, finalSettlement = 0.0;
  private int finalCount = 0;
  
  public EntityPortfolioList(DocumentByEntityList documents, List<String> entityPaths) {
    fillPortfolio(documents, entityPaths);
  }
 
  public double getFinalBalance() {
    return finalBalance;
  }
 
  public double getFinalInvoice() {
    return finalInvoice;
  }
 
  public double getFinalPortfolio() {
    return finalPortfolio;
  }
 
  public double getFinalSettlement() {
    return finalSettlement;
  }
 
  public int getFinalCount() {
    return finalCount;
  }
 
  private void fillPortfolio(DocumentByEntityList documents, List<String> entityPaths) {
    
    documents.fillList(entityPaths);
    
    finalBalance = 0.0;
    finalInvoice = 0.0;
    finalPortfolio = 0.0; 
    finalSettlement = 0.0;
    finalCount = documents.size();
    
    for(final Document doc : documents) {
      
      if(doc.getDocumentDefinition().getId() != 1 &&
         doc.getDocumentDefinition().getId() != 67 &&
         doc.getDocumentDefinition().getId() != 2 &&
         doc.getDocumentDefinition().getId() != 43 &&
         doc.getDocumentDefinition().getId() != 44 &&
         doc.getDocumentDefinition().getId() != 6 &&
         doc.getDocumentDefinition().getId() != 7) {
        continue;
      }
      
      DocumentPortfolio dp = new DocumentPortfolio();
      
      dp.setDocument(doc);
      dp.setDate(doc.getDocumentDate());
      dp.setConcept(doc.getDocumentDefinition().getName() + " " + doc.getDocumentNumber());
 
      double amount = doc.getTotalAmount();
      
      switch ((int) doc.getDocumentDefinition().getId()) {
        case 1:
        case 6:
        case 44:
        case 67:
          break;
        case 2:
        case 7:
        case 43:
          amount = -amount;
          break;
        default:
          break;
      }
 
      switch ((int) doc.getDocumentDefinition().getId()) {
        case 1:
        case 67:
        case 2:
          finalBalance += amount;
          finalInvoice += amount;
          dp.setInvoice(amount);
          dp.setPortfolio(null);
          dp.setSettlement(null);
          dp.setBalance(finalBalance);
          break;
        case 43:
        case 44:
          finalPortfolio += amount;
          dp.setInvoice(null);
          dp.setPortfolio(amount);
          dp.setSettlement(null);
          dp.setBalance(finalBalance);
          break;
        case 6:
        case 7:
          finalBalance -= amount;
          finalSettlement += amount;
          dp.setInvoice(null);
          dp.setPortfolio(null);
          dp.setSettlement(amount);
          dp.setBalance(finalBalance);
          break;
        default:
          break;
      }
    
      add(dp);
      
    }
 
  }
    
}