FinancialDocument.java

package com.tdmconsult.ete.documents;

import com.tdmconsult.ete.transactions.PortfolioTransaction;
import com.tdmconsult.ete.utils.AbstractEntity;
import com.tdmconsult.ete.utils.ApiEnum;
import jakarta.persistence.CascadeType;
import jakarta.persistence.Entity;
import jakarta.persistence.EnumType;
import jakarta.persistence.Enumerated;
import jakarta.persistence.ManyToMany;
import jakarta.persistence.OneToMany;
import jakarta.persistence.Table;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.HashSet;
import java.util.List;
import java.util.Set;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import lombok.experimental.Accessors;

@Entity
@Data
@Accessors(chain = true)
@Table(name = "ete_financial_documents")
@EqualsAndHashCode(callSuper = true, onlyExplicitlyIncluded = true)
public class FinancialDocument extends AbstractEntity {

    @Getter
    @RequiredArgsConstructor
    public enum State implements ApiEnum {
        UPLOADED("hochgeladen"),
        PROCESSED("verarbeitet");

        private final String displayName;
    }

    @Getter
    @AllArgsConstructor
    public enum TypeOfDocument implements ApiEnum {
        SECURITY_BUY("Kauf von Wertpapieren"),
        SECURITY_SELL("Verkauf von Wertpapieren"),
        DIVIDEND_PAYMENT("Dividengutschschrift"),
        DISTRIBUTION_CREDIT("Ertragsgutschrift"),
        CASH_DISTRIBUTION("Barausschüttung aus Kapitalherabsetzung"),
        KUPON("Kupongutschrift"),
        ACCOUNT_STATEMENT("Kontoauszug"),
        TAX_CERTIFICATE("Steuerbescheinigung"),
        OTHER("Sonstiges");

        private final String displayName;
    }

    @Enumerated(EnumType.STRING)
    private TypeOfDocument typeOfDocument;
    private LocalDate dateReceived;
    private String uploadBy;

    @Enumerated(EnumType.STRING)
    private State state;

    @OneToMany(mappedBy = "financialDocument", cascade = CascadeType.ALL, orphanRemoval = true)
    private List<Attachment> attachments = new ArrayList<>();

    @ManyToMany(mappedBy = "documents")
    private Set<PortfolioTransaction> transactions = new HashSet<>();

    public FinancialDocument linkTo(final PortfolioTransaction trx) {
        transactions.add(trx);
        trx.getDocuments().add(this);
        return this;
    }
}