Class TransactionService

java.lang.Object

com.bluebell.greenhouse.radicle.services.AbstractGenericEntityService<Transaction, TransactionRepository>

com.bluebell.greenhouse.radicle.services.transaction.TransactionService

@Service
@Transactional(readOnly=true)
public class TransactionService
extends AbstractGenericEntityService<Transaction, TransactionRepository>

Service-layer for Transaction.

Version:

3.0.6

Author:

Stephen Prizio

Constructor Summary

Constructors

Constructor	Description
TransactionService(AccountRepository accountRepository, PositionRepository positionRepository, TransactionRepository transactionRepository, AccountLedgerService accountLedgerService, jakarta.persistence.EntityManager entityManager)	Creates the service.

Method Summary

Modifier and Type	Method	Description
List<Transaction>	assignTransactionsToPosition(AssignTransactionsToPositionDTO data, Account account)	Assigns multiple transactions to a position in one atomic operation.
Transaction	createNewTransaction(CreateUpdateTransactionDTO data, Account account)	Creates a new Transaction with the given data.
boolean	deleteTransaction(OwnedTransactionRef ref)	Deletes the transaction a reference identifies.
boolean	deleteTransaction(Transaction transaction)	Attempts to delete the given Transaction.
List<Transaction>	findAllTransactionsByStatusForAccount(TransactionStatus transactionStatus, Account account)	Returns a List of Transactions for the given Account and TransactionStatus.
List<Transaction>	findAllTransactionsByTypeForAccount(TransactionType transactionType, Account account)	Returns a List of Transactions for the given Account and TransactionType.
List<Transaction>	findAllTransactionsForAccount(Account account)	Returns a List of Transactions for the given Account.
Optional<Transaction>	findImportedTransaction(Account account, String sourceSystem, String externalTransactionId)	Looks up a Transaction by imported external identity fields.
Optional<Transaction>	findPossibleInitialBalanceTransaction(Account account)	Attempts to match the given Account's initial balance with a Transaction.
List<Transaction>	findRecentTransactions(Account account)	Returns a List of Transactions within the last 6 months.
Optional<Transaction>	findTransactionByNaturalKey(TransactionType transactionType, LocalDateTime transactionDate, String name, double amount, Account account)	Returns a Transaction for the given parameters.
Optional<Transaction>	findTransactionForNumber(long transactionNumber, Account account)	Looks up a Transaction for the given Account and transaction number.
List<Transaction>	findTransactionsWithinTimespanForAccount(LocalDateTime start, LocalDateTime end, Account account)	Returns a List of Transactions that are within the given timespan for the given Account.
Long	generateUniqueTransactionNumber(Account account)	Generates a unique transaction number.
Transaction	resolveOwned(OwnedTransactionRef ref)	Resolves the transaction a reference identifies.
int	saveAll(List<Transaction> transactions, Account account)	Saves all Transactions within the given list to the database.
org.springframework.data.domain.Page<Transaction>	searchTransactions(TransactionFilter filter, int page, int pageSize, org.springframework.data.domain.Sort sort)	Returns a paginated Page of Transactions matching the given filter.
Transaction	updateTransaction(OwnedTransactionRef ref, CreateUpdateTransactionDTO data, Account account)	Updates the transaction a reference identifies.
Transaction	updateTransaction(Transaction transaction, CreateUpdateTransactionDTO data, Account account)	Updates an existing Transaction.

Methods inherited from class AbstractGenericEntityService

refreshEntity, resolveEntity, resolveEntity, resolveEntity

Methods inherited from class Object

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

Constructor Details

TransactionService

public TransactionService(AccountRepository accountRepository,
 PositionRepository positionRepository,
 TransactionRepository transactionRepository,
 AccountLedgerService accountLedgerService,
 jakarta.persistence.EntityManager entityManager)

Creates the service.

Parameters:

accountRepository - AccountRepository

positionRepository - PositionRepository

transactionRepository - TransactionRepository

accountLedgerService - AccountLedgerService

entityManager - EntityManager

Method Details

generateUniqueTransactionNumber

public Long generateUniqueTransactionNumber(Account account)

Generates a unique transaction number.

Parameters:

account - Account

Returns:

transaction number

findRecentTransactions

public List<Transaction> findRecentTransactions(Account account)

Returns a List of Transactions within the last 6 months.

Parameters:

account - Account

Returns:

List of Transaction

findAllTransactionsForAccount

public List<Transaction> findAllTransactionsForAccount(Account account)

Returns a List of Transactions for the given Account.

Parameters:

account - Account

Returns:

List of Transaction

findAllTransactionsByTypeForAccount

public List<Transaction> findAllTransactionsByTypeForAccount(TransactionType transactionType,
 Account account)

Returns a List of Transactions for the given Account and TransactionType.

Parameters:

transactionType - TransactionType

account - Account

Returns:

List of Transaction

findAllTransactionsByStatusForAccount

public List<Transaction> findAllTransactionsByStatusForAccount(TransactionStatus transactionStatus,
 Account account)

Returns a List of Transactions for the given Account and TransactionStatus.

Parameters:

transactionStatus - TransactionStatus

account - Account

Returns:

List of Transaction

findTransactionsWithinTimespanForAccount

public List<Transaction> findTransactionsWithinTimespanForAccount(LocalDateTime start,
 LocalDateTime end,
 Account account)

Returns a List of Transactions that are within the given timespan for the given Account.

Parameters:

start - LocalDateTime start of interval (inclusive)

end - LocalDateTime end of interval (exclusive)

account - Account

Returns:

List of Transaction

findTransactionForNumber

public Optional<Transaction> findTransactionForNumber(long transactionNumber,
 Account account)

Looks up a Transaction for the given Account and transaction number.

Parameters:

transactionNumber - transaction number

account - Account

Returns:

Optional Transaction

findImportedTransaction

public Optional<Transaction> findImportedTransaction(Account account,
 String sourceSystem,
 String externalTransactionId)

Looks up a Transaction by imported external identity fields.

Parameters:

account - Account

sourceSystem - import source namespace

externalTransactionId - external transaction id

Returns:

Optional Transaction

findTransactionByNaturalKey

public Optional<Transaction> findTransactionByNaturalKey(TransactionType transactionType,
 LocalDateTime transactionDate,
 String name,
 double amount,
 Account account)

Returns a Transaction for the given parameters.

Parameters:

transactionType - TransactionType

transactionDate - LocalDateTime

name - name

amount - amount

account - Account

Returns:

Transaction

searchTransactions

public org.springframework.data.domain.Page<Transaction> searchTransactions(TransactionFilter filter,
 int page,
 int pageSize,
 org.springframework.data.domain.Sort sort)

Returns a paginated Page of Transactions matching the given filter.

Parameters:

filter - TransactionFilter

page - current page

pageSize - page size

sort - Sort

Returns:

Page of Transaction

assignTransactionsToPosition

@Transactional
public List<Transaction> assignTransactionsToPosition(AssignTransactionsToPositionDTO data,
 Account account)

Assigns multiple transactions to a position in one atomic operation.

Parameters:

data - assignment payload

account - owning account

Returns:

assigned transactions

createNewTransaction

@Transactional
public Transaction createNewTransaction(CreateUpdateTransactionDTO data,
 Account account)

Creates a new Transaction with the given data.

Parameters:

data - CreateUpdateTransactionDTO

account - Account

Returns:

new Transaction

resolveOwned

public Transaction resolveOwned(OwnedTransactionRef ref)

Resolves the transaction a reference identifies.

Parameters:

ref - OwnedTransactionRef

Returns:

Transaction

updateTransaction

@Transactional
public Transaction updateTransaction(OwnedTransactionRef ref,
 CreateUpdateTransactionDTO data,
 Account account)

Updates the transaction a reference identifies.

Parameters:

ref - OwnedTransactionRef

data - CreateUpdateTransactionDTO

account - owning Account

Returns:

updated Transaction

deleteTransaction

@Transactional
public boolean deleteTransaction(OwnedTransactionRef ref)

Deletes the transaction a reference identifies.

Parameters:

ref - OwnedTransactionRef

Returns:

true when the transaction was deleted

updateTransaction

@Transactional
public Transaction updateTransaction(Transaction transaction,
 CreateUpdateTransactionDTO data,
 Account account)

Updates an existing Transaction.

Parameters:

transaction - Transaction to update

data - CreateUpdateTransactionDTO

account - Account

Returns:

updated Transaction

deleteTransaction

@Transactional
public boolean deleteTransaction(Transaction transaction)

Attempts to delete the given Transaction.

Parameters:

transaction - Transaction

Returns:

true if successfully deleted

saveAll

@Transactional
public int saveAll(List<Transaction> transactions,
 Account account)

Saves all Transactions within the given list to the database.

Parameters:

transactions - List of Transactions

account - Account

Returns:

count of insertions/updates

findPossibleInitialBalanceTransaction

public Optional<Transaction> findPossibleInitialBalanceTransaction(Account account)

Attempts to match the given Account's initial balance with a Transaction.

Parameters:

account - Account

Returns:

Optional Transaction