EAUpdateExtractsEffectsOnPaymentDocs

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Overview

Automatically synchronizes payment transaction records when contracting extract documents are saved. Ensures payment amounts are correctly calculated across all related payment documents.

When This Action Runs

• Trigger: Automatic when extract documents are saved
• Target: Contracting extract documents with payment references
• Purpose: Synchronize payment calculations with extract conditions
• Timing: After extract document save/modification

How It Works

1. Creates transaction entries linking extract conditions to payment documents
2. Recalculates payment balances for all affected payment documents
3. Validates payment limits to prevent negative remaining values
4. Synchronizes database by removing old entries and saving new ones

Database Tables Affected

ContPaymentTransactionEntry

• Purpose: Links extract conditions to payment documents
• Key Fields: paymentDoc, extractDoc, conditionValueAfterTax, termCode

ContractingPaymentRootEntry

• Purpose: Stores calculated totals for each payment term
• Key Fields: paymentDoc, termCode, dueValue, paidValue, remainingValue

Business Logic Flow

Transaction Entry Creation

-- Links extract conditions to payment documents
INSERT INTO ContPaymentTransactionEntry (
    extractDocId, paymentDocId, conditionValueAfterTax, termCode
) VALUES (@extractId, @paymentDocId, @conditionAmount, @termCode)

Payment Calculation Update

-- Calculate total paid amount per term from all extracts
SELECT cpt.paymentDocId, cpt.termCode, SUM(cpt.conditionValueAfterTax) AS totalPaid
FROM ContPaymentTransactionEntry cpt
WHERE cpt.paymentDocId = @paymentDocId
GROUP BY cpt.paymentDocId, cpt.termCode

Validation Rules

Payment Limit Validation

• Rule: No payment term can have negative remaining balance
• Exception: Documents with allowForNegativeRemaining=true bypass check
• Error: "Term Code {termCode} remaining value is {amount} is negative"

Final Extract Validation

• Rule: Final extracts must not leave remaining balances
• Error: "The payment {payment} for contract {contract} still has remaining {amount}"

Term Code Restrictions

• Rule: Cannot modify term codes with existing transactions
• Error: "Cannot change or remove term code {termCode} because it has {count} transactions"

Related Actions

• Payment Document Processing - Updates individual payment totals
• Extract Deletion Cleanup - Removes transaction entries when extracts deleted
• Contract Finalization - Validates payment obligations completion

Module: contracting

Full Class Name: com.namasoft.modules.contracting.domain.utils.EAUpdateExtractsEffectsOnPaymentDocs