EAGenInvestmentDocClaimingDoc

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Overview

Automatically generates Investment Document Claiming records for treasury bonds that reach their maturity date today. Creates claiming documents to track when treasury bonds become due for collection.

When This Action Runs

Trigger: Manual execution or scheduled daily processes
Target: InvestmentDoc entities (treasury bonds only)
Purpose: Generate claiming documents for bonds maturing today
Timing: Daily processing for bonds with worth date = today

How It Works

Bond Selection Criteria

Worth Date: Equals today's date (maturity date)
Type: Treasury Bonds only (not Company Bonds)
Status: "Ongoing" status (not Initial or Closed)
State: Previously committed entities only

Document Generation Process

Creates: New InvestmentDocClaiming records
Links: References to original investment documents
Copies: Specified fields based on field mapping parameter
Generates: Document codes automatically
Limit: Maximum 500 records per execution

Parameters

Parameter 1: Fields Map (Required)

Type: Text field mapping configuration
Purpose: Specifies which fields to copy from source to target document
Format: Field mapping syntax for data transfer

Business Use Cases

Treasury Bond Maturity Management: Track bonds reaching maturity date
Collection Process: Generate documents for bond collection processing
Lifecycle Management: Support treasury bond lifecycle from purchase to collection

Important Warnings

⚠️ Date and Processing Sensitivity

Today Only: Processes bonds with worth date = today only
Duplicate Risk: Multiple executions on same date may create duplicates
Status Dependency: Only processes "Ongoing" status bonds

⚠️ Performance Limitations

Record Limit: Maximum 500 records per execution
Error Handling: Stops on first error to prevent partial processing

Module: accounting

Full Class Name: com.namasoft.modules.accounting.domain.utils.actions.EAGenInvestmentDocClaimingDoc