org.kuali.kfs.fp.document.web.struts.JournalVoucherAction.java Source code

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/*
 * The Kuali Financial System, a comprehensive financial management system for higher education.
 * 
 * Copyright 2005-2014 The Kuali Foundation
 * 
 * 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.kuali.kfs.fp.document.web.struts;

import java.io.FileNotFoundException;
import java.io.IOException;
import java.util.ArrayList;

import javax.servlet.http.HttpServletRequest;
import javax.servlet.http.HttpServletResponse;

import org.apache.commons.lang.StringUtils;
import org.apache.struts.action.ActionForm;
import org.apache.struts.action.ActionForward;
import org.apache.struts.action.ActionMapping;
import org.kuali.kfs.coa.businessobject.BalanceType;
import org.kuali.kfs.coa.service.BalanceTypeService;
import org.kuali.kfs.fp.businessobject.VoucherAccountingLineHelper;
import org.kuali.kfs.fp.businessobject.VoucherAccountingLineHelperBase;
import org.kuali.kfs.fp.businessobject.VoucherSourceAccountingLine;
import org.kuali.kfs.fp.document.JournalVoucherDocument;
import org.kuali.kfs.fp.document.VoucherDocument;
import org.kuali.kfs.sys.KFSConstants;
import org.kuali.kfs.sys.KFSKeyConstants;
import org.kuali.kfs.sys.KFSPropertyConstants;
import org.kuali.kfs.sys.businessobject.SourceAccountingLine;
import org.kuali.kfs.sys.context.SpringContext;
import org.kuali.rice.core.api.config.property.ConfigurationService;
import org.kuali.rice.core.api.util.type.KualiDecimal;
import org.kuali.rice.core.web.format.CurrencyFormatter;
import org.kuali.rice.kew.api.exception.WorkflowException;
import org.kuali.rice.kns.question.ConfirmationQuestion;
import org.kuali.rice.kns.util.KNSGlobalVariables;
import org.kuali.rice.kns.web.struts.form.KualiDocumentFormBase;

/**
 * This class piggy backs on all of the functionality in the FinancialSystemTransactionalDocumentActionBase but is necessary for
 * this document type. The Journal Voucher is unique in that it defines several fields that aren't typically used by the other
 * financial transaction processing eDocs (i.e. external system fields, object type override, credit and debit amounts).
 */
public class JournalVoucherAction extends VoucherAction {

    // used to determine which way the change balance type action is switching these are local constants only used within this
    // action class these should not be used outside of this class
    protected static final int CREDIT_DEBIT_TO_SINGLE_AMT_MODE = 0;
    protected static final int SINGLE_AMT_TO_CREDIT_DEBIT_MODE = 1;
    protected static final int EXT_ENCUMB_TO_NON_EXT_ENCUMB = 0;
    protected static final int NON_EXT_ENCUMB_TO_EXT_ENCUMB = 1;
    protected static final int NO_MODE_CHANGE = -1;

    /**
     * Overrides the parent and then calls the super method after building the array lists for valid accounting periods and balance
     * types.
     * 
     * @see org.kuali.rice.kns.web.struts.action.KualiAction#execute(ActionMapping mapping, ActionForm form, HttpServletRequest
     *      request, HttpServletResponse response)
     */
    @Override
    public ActionForward execute(ActionMapping mapping, ActionForm form, HttpServletRequest request,
            HttpServletResponse response) throws Exception {
        JournalVoucherForm journalVoucherForm = (JournalVoucherForm) form;

        populateBalanceTypeOneDocument(journalVoucherForm);

        // now check to see if the balance type was changed and if so, we want to
        // set the method to call so that the appropriate action can be invoked
        // had to do it this way b/c the changing of the drop down causes the page to re-submit
        // and couldn't use a hidden field called "methodToCall" b/c it screwed everything up
        ActionForward returnForward;
        if (StringUtils.isNotBlank(journalVoucherForm.getOriginalBalanceType()) && !journalVoucherForm
                .getSelectedBalanceType().getCode().equals(journalVoucherForm.getOriginalBalanceType())) {
            returnForward = super.dispatchMethod(mapping, form, request, response,
                    KFSConstants.CHANGE_JOURNAL_VOUCHER_BALANCE_TYPE_METHOD);
            // must call this here, because execute in the super method will never have control for this particular action
            // this is called in the parent by super.execute()
            this.populateAuthorizationFields(journalVoucherForm);
        } else { // otherwise call the super
            returnForward = super.execute(mapping, journalVoucherForm, request, response);
        }
        return returnForward;
    }

    /**
     * Overrides the parent to first prompt the user appropriately to make sure that they want to submit and out of balance
     * document, then calls super's route method.
     * 
     * @see org.kuali.rice.kns.web.struts.action.KualiDocumentActionBase#route(org.apache.struts.action.ActionMapping,
     *      org.apache.struts.action.ActionForm, javax.servlet.http.HttpServletRequest, javax.servlet.http.HttpServletResponse)
     */
    @Override
    public ActionForward route(ActionMapping mapping, ActionForm form, HttpServletRequest request,
            HttpServletResponse response) throws Exception {
        // process the question but we need to make sure there are lines and then check to see if it's not balanced
        VoucherDocument vDoc = ((VoucherForm) form).getVoucherDocument();

        KualiDecimal balance = vDoc.getCreditTotal().subtract(vDoc.getDebitTotal());
        if (vDoc.getSourceAccountingLines().size() > 0 && balance.compareTo(KualiDecimal.ZERO) != 0) {
            // it's not in "balance"
            ActionForward returnForward = processRouteOutOfBalanceDocumentConfirmationQuestion(mapping, form,
                    request, response);

            // if not null, then the question component either has control of the flow and needs to ask its questions
            // or the person chose the "cancel" or "no" button
            // otherwise we have control
            if (returnForward != null) {
                return returnForward;
            }
        }
        // now call the route method
        return super.route(mapping, form, request, response);
    }

    /**
     * This method handles grabbing the values from the form and pushing them into the document appropriately.
     * 
     * @param journalVoucherForm
     */
    protected void populateBalanceTypeOneDocument(JournalVoucherForm journalVoucherForm) {
        String selectedBalanceTypeCode = journalVoucherForm.getSelectedBalanceType().getCode();
        BalanceType selectedBalanceType = getPopulatedBalanceTypeInstance(selectedBalanceTypeCode);
        journalVoucherForm.getJournalVoucherDocument().setBalanceTypeCode(selectedBalanceTypeCode);
        journalVoucherForm.getJournalVoucherDocument().setBalanceType(selectedBalanceType); // set the fully populated balance type
        // object into the form's selected
        // balance type
        journalVoucherForm.setSelectedBalanceType(selectedBalanceType);
    }

    /**
     * Overrides to call super, and then to repopulate the credit/debit amounts b/c the credit/debit code might change during a JV
     * error correction.
     * 
     * @see org.kuali.kfs.fp.document.web.struts.VoucherAction#correct(org.apache.struts.action.ActionMapping,
     *      org.apache.struts.action.ActionForm, javax.servlet.http.HttpServletRequest, javax.servlet.http.HttpServletResponse)
     */
    @Override
    public ActionForward correct(ActionMapping mapping, ActionForm form, HttpServletRequest request,
            HttpServletResponse response) throws Exception {
        ActionForward actionForward = super.correct(mapping, form, request, response);

        JournalVoucherDocument jvDoc = (JournalVoucherDocument) ((JournalVoucherForm) form).getDocument();

        jvDoc.refreshReferenceObject(KFSPropertyConstants.BALANCE_TYPE);
        // only repopulate if this is a JV that was entered in debit/credit mode
        if (jvDoc.getBalanceType().isFinancialOffsetGenerationIndicator()) {
            // now make sure to repopulate credit/debit amounts
            populateAllVoucherAccountingLineHelpers((JournalVoucherForm) form);
        }

        return actionForward;
    }

    /**
     * This method processes a change in the balance type for a Journal Voucher document - from either a offset generation balance
     * type to a non-offset generation balance type or visa-versa.
     * 
     * @param mapping
     * @param form
     * @param request
     * @param response
     * @return ActionForward
     * @throws Exception
     */
    public ActionForward changeBalanceType(ActionMapping mapping, ActionForm form, HttpServletRequest request,
            HttpServletResponse response) throws Exception {
        JournalVoucherForm journalVoucherForm = (JournalVoucherForm) form;

        // figure out which way the balance type is changing
        int balanceTypeAmountChangeMode = determineBalanceTypeAmountChangeMode(journalVoucherForm);
        int balanceTypeExternalEncumbranceChangeMode = determineBalanceTypeEncumbranceChangeMode(
                journalVoucherForm);

        // process the question
        if (balanceTypeAmountChangeMode != NO_MODE_CHANGE
                || balanceTypeExternalEncumbranceChangeMode != NO_MODE_CHANGE) {
            ActionForward returnForward = processChangeBalanceTypeConfirmationQuestion(mapping, form, request,
                    response);

            // if not null, then the question component either has control of the flow and needs to ask its questions
            // or the person choose the "cancel" or "no" button otherwise we have control
            if (returnForward != null) {
                return returnForward;
            } else {
                // deal with balance type changes first amount change
                if (balanceTypeAmountChangeMode == CREDIT_DEBIT_TO_SINGLE_AMT_MODE) {
                    switchFromCreditDebitModeToSingleAmountMode(journalVoucherForm);
                } else if (balanceTypeAmountChangeMode == SINGLE_AMT_TO_CREDIT_DEBIT_MODE) {
                    switchFromSingleAmountModeToCreditDebitMode(journalVoucherForm);
                }

                // then look to see if the external encumbrance was involved
                if (balanceTypeExternalEncumbranceChangeMode == EXT_ENCUMB_TO_NON_EXT_ENCUMB) {
                    switchFromExternalEncumbranceModeToNonExternalEncumbrance(journalVoucherForm);
                }
            }
        }

        return mapping.findForward(KFSConstants.MAPPING_BASIC);
    }

    /**
     * This method will determine which balance type amount mode to switch to. A change in the balance type selection will
     * eventually invoke this mechanism, which looks at the old balance type value, and the new balance type value to determine what
     * the next mode is.
     * 
     * @param journalVoucherForm
     * @throws Exception
     */
    protected int determineBalanceTypeAmountChangeMode(JournalVoucherForm journalVoucherForm) throws Exception {
        int balanceTypeAmountChangeMode = NO_MODE_CHANGE;

        // retrieve fully populated balance type instances
        BalanceType origBalType = getPopulatedBalanceTypeInstance(journalVoucherForm.getOriginalBalanceType());
        BalanceType newBalType = getPopulatedBalanceTypeInstance(
                journalVoucherForm.getSelectedBalanceType().getCode());

        // figure out which ways we are switching the modes first deal with amount changes
        if (origBalType.isFinancialOffsetGenerationIndicator()
                && !newBalType.isFinancialOffsetGenerationIndicator()) { // credit/debit
            balanceTypeAmountChangeMode = CREDIT_DEBIT_TO_SINGLE_AMT_MODE;
        } else if (!origBalType.isFinancialOffsetGenerationIndicator()
                && newBalType.isFinancialOffsetGenerationIndicator()) { // single
            balanceTypeAmountChangeMode = SINGLE_AMT_TO_CREDIT_DEBIT_MODE;
        }

        return balanceTypeAmountChangeMode;
    }

    /**
     * This method will determine which balance type encumbrance mode to switch to. A change in the balance type selection will
     * eventually invoke this mechanism, which looks at the old balance type value, and the new balance type value to determine what
     * the next mode is.
     * 
     * @param journalVoucherForm
     * @throws Exception
     */
    protected int determineBalanceTypeEncumbranceChangeMode(JournalVoucherForm journalVoucherForm)
            throws Exception {
        int balanceTypeExternalEncumbranceChangeMode = NO_MODE_CHANGE;

        // retrieve fully populated balance type instances
        BalanceType origBalType = getPopulatedBalanceTypeInstance(journalVoucherForm.getOriginalBalanceType());
        BalanceType newBalType = getPopulatedBalanceTypeInstance(
                journalVoucherForm.getSelectedBalanceType().getCode());

        // then deal with external encumbrance changes
        if (origBalType.getCode().equals(KFSConstants.BALANCE_TYPE_EXTERNAL_ENCUMBRANCE)
                && !newBalType.getCode().equals(KFSConstants.BALANCE_TYPE_EXTERNAL_ENCUMBRANCE)) {
            balanceTypeExternalEncumbranceChangeMode = EXT_ENCUMB_TO_NON_EXT_ENCUMB;
        } else if (!origBalType.getCode().equals(KFSConstants.BALANCE_TYPE_EXTERNAL_ENCUMBRANCE)
                && newBalType.getCode().equals(KFSConstants.BALANCE_TYPE_EXTERNAL_ENCUMBRANCE)) {
            balanceTypeExternalEncumbranceChangeMode = NON_EXT_ENCUMB_TO_EXT_ENCUMB;
        }

        return balanceTypeExternalEncumbranceChangeMode;
    }

    /**
     * This method takes control from the changeBalanceType action method in order to present a question prompt to the user so that
     * they can confirm the change in balance type.
     * 
     * @param mapping
     * @param form
     * @param request
     * @param response
     * @return ActionForward
     * @throws Exception
     */
    protected ActionForward processChangeBalanceTypeConfirmationQuestion(ActionMapping mapping, ActionForm form,
            HttpServletRequest request, HttpServletResponse response) throws Exception {
        JournalVoucherForm jvForm = (JournalVoucherForm) form;
        JournalVoucherDocument jvDoc = jvForm.getJournalVoucherDocument();

        // only want to present the confirmation question to the user if there are any
        // accouting lines, because that is the only impact
        if (jvDoc.getSourceAccountingLines().size() != 0) {
            String question = request.getParameter(KFSConstants.QUESTION_INST_ATTRIBUTE_NAME);
            ConfigurationService kualiConfiguration = SpringContext.getBean(ConfigurationService.class);

            if (question == null) { // question hasn't been asked
                String message = buildBalanceTypeChangeConfirmationMessage(jvForm, kualiConfiguration);

                // now transfer control over to the question component
                return this.performQuestionWithoutInput(mapping, form, request, response,
                        KFSConstants.JOURNAL_VOUCHER_CHANGE_BALANCE_TYPE_QUESTION, message,
                        KFSConstants.CONFIRMATION_QUESTION, KFSConstants.CHANGE_JOURNAL_VOUCHER_BALANCE_TYPE_METHOD,
                        "");
            } else {
                String buttonClicked = request.getParameter(KFSConstants.QUESTION_CLICKED_BUTTON);
                if ((KFSConstants.JOURNAL_VOUCHER_CHANGE_BALANCE_TYPE_QUESTION.equals(question))
                        && ConfirmationQuestion.NO.equals(buttonClicked)) {
                    // if no button clicked keep the old value and reload doc
                    BalanceType origBalType = getPopulatedBalanceTypeInstance(jvForm.getOriginalBalanceType());
                    jvForm.setSelectedBalanceType(origBalType);
                    jvDoc.setBalanceType(origBalType);
                    jvDoc.setBalanceTypeCode(origBalType.getCode());
                    return mapping.findForward(KFSConstants.MAPPING_BASIC);
                }
            }
        }
        return null;
    }

    /**
     * This method will setup the message that will get displayed to the user when they are asked to confirm the balance type
     * change. The message is tuned to the particular context, the value chosen, and also the previous value. It also combines with
     * the core part of the message which is part of the ApplicationResources.properties file.
     * 
     * @param jvForm
     * @param kualiConfiguration
     * @return The message to display to the user in the question prompt window.
     * @throws Exception
     */
    protected String buildBalanceTypeChangeConfirmationMessage(JournalVoucherForm jvForm,
            ConfigurationService kualiConfiguration) throws Exception {
        String message = new String("");

        // figure out which way the balance type is changing
        int balanceTypeAmountChangeMode = determineBalanceTypeAmountChangeMode(jvForm);
        int balanceTypeExternalEncumbranceChangeMode = determineBalanceTypeEncumbranceChangeMode(jvForm);

        // grab the right message from the ApplicationResources.properties file depending upon the balance type switching mode
        if (balanceTypeAmountChangeMode == SINGLE_AMT_TO_CREDIT_DEBIT_MODE) {
            message = kualiConfiguration.getPropertyValueAsString(
                    KFSKeyConstants.QUESTION_CHANGE_JV_BAL_TYPE_FROM_SINGLE_AMT_TO_CREDIT_DEBIT_MODE);
            // see if we need the extra bit about the external encumbrance
            String newMessage = new String("");
            if (balanceTypeExternalEncumbranceChangeMode == NON_EXT_ENCUMB_TO_EXT_ENCUMB) {
                newMessage = StringUtils.replace(message, "{3}", kualiConfiguration.getPropertyValueAsString(
                        KFSKeyConstants.QUESTION_CHANGE_JV_BAL_TYPE_FROM_SINGLE_AMT_TO_EXT_ENCUMB_CREDIT_DEBIT_MODE));
            } else {
                newMessage = StringUtils.replace(message, "{3}", "");
            }
            message = new String(newMessage);
        } else if (balanceTypeAmountChangeMode == CREDIT_DEBIT_TO_SINGLE_AMT_MODE) {
            message = kualiConfiguration.getPropertyValueAsString(
                    KFSKeyConstants.QUESTION_CHANGE_JV_BAL_TYPE_FROM_CREDIT_DEBIT_TO_SINGLE_AMT_MODE);
            // see if we need the extra bit about the external encumbrance
            String newMessage = new String("");
            if (balanceTypeExternalEncumbranceChangeMode == EXT_ENCUMB_TO_NON_EXT_ENCUMB) {
                newMessage = StringUtils.replace(message, "{3}", kualiConfiguration.getPropertyValueAsString(
                        KFSKeyConstants.QUESTION_CHANGE_JV_BAL_TYPE_FROM_EXT_ENCUMB_CREDIT_DEBIT_TO_SINGLE_AMT_MODE));
            } else {
                newMessage = StringUtils.replace(message, "{3}", "");
            }
            message = new String(newMessage);
        } else if (balanceTypeExternalEncumbranceChangeMode == EXT_ENCUMB_TO_NON_EXT_ENCUMB) {
            message = kualiConfiguration.getPropertyValueAsString(
                    KFSKeyConstants.QUESTION_CHANGE_JV_BAL_TYPE_FROM_EXT_ENCUMB_TO_NON_EXT_ENCUMB);
        } else if (balanceTypeExternalEncumbranceChangeMode == NON_EXT_ENCUMB_TO_EXT_ENCUMB) {
            message = kualiConfiguration.getPropertyValueAsString(
                    KFSKeyConstants.QUESTION_CHANGE_JV_BAL_TYPE_FROM_NON_EXT_ENCUMB_TO_EXT_ENCUMB);
        }

        // retrieve fully populated balance type instances
        BalanceType origBalType = getPopulatedBalanceTypeInstance(jvForm.getOriginalBalanceType());
        BalanceType newBalType = getPopulatedBalanceTypeInstance(jvForm.getSelectedBalanceType().getCode());

        // now complete building of the message
        String replacement = "\"" + origBalType.getCode() + "-" + origBalType.getName() + "\"";
        String newMessage = StringUtils.replace(message, "{0}", replacement);

        replacement = "\"" + newBalType.getCode() + "-" + newBalType.getName() + "\"";
        String finalMessage = StringUtils.replace(newMessage, "{1}", replacement);

        return finalMessage;
    }

    /**
     * This method will fully populate a balance type given the passed in code, by calling the business object service that
     * retrieves the rest of the instances' information.
     * 
     * @param balanceTypeCode
     * @return BalanceTyp
     */
    protected BalanceType getPopulatedBalanceTypeInstance(String balanceTypeCode) {
        // now we have to get the code and the name of the original and new balance types
        return SpringContext.getBean(BalanceTypeService.class).getBalanceTypeByCode(balanceTypeCode);
    }

    /**
     * This method will clear out the source line values that aren't needed for the "Single Amount" mode.
     * 
     * @param journalVoucherForm
     */
    protected void switchFromSingleAmountModeToCreditDebitMode(JournalVoucherForm journalVoucherForm) {
        // going from single amount to credit/debit view so we want to blank out the amount and the extra "reference" fields
        // that the single amount view uses
        JournalVoucherDocument jvDoc = (JournalVoucherDocument) journalVoucherForm.getTransactionalDocument();
        ArrayList sourceLines = (ArrayList) jvDoc.getSourceAccountingLines();
        ArrayList helperLines = (ArrayList) journalVoucherForm.getVoucherLineHelpers();
        helperLines.clear(); // reset so we can add in fresh empty ones

        // make sure that there is enough space in the list
        helperLines.ensureCapacity(sourceLines.size());

        for (int i = 0; i < sourceLines.size(); i++) {
            VoucherSourceAccountingLine sourceLine = (VoucherSourceAccountingLine) sourceLines.get(i);
            sourceLine.setAmount(KualiDecimal.ZERO);
            sourceLine.setDebitCreditCode(KFSConstants.GL_DEBIT_CODE); // default to debit

            helperLines.add(new VoucherAccountingLineHelperBase()); // populate with a fresh new empty object
        }
    }

    /**
     * This method will clear out the extra "reference" fields that the external encumbrance balance type uses, but will leave the
     * amounts since we aren't changing the offset generation code stuff.
     * 
     * @param journalVoucherForm
     */
    protected void switchFromExternalEncumbranceModeToNonExternalEncumbrance(
            JournalVoucherForm journalVoucherForm) {
        // going from external encumbrance view to non external encumbrance view, so we want to blank out the extra "reference"
        // fields
        JournalVoucherDocument jvDoc = (JournalVoucherDocument) journalVoucherForm.getTransactionalDocument();
        ArrayList sourceLines = (ArrayList) jvDoc.getSourceAccountingLines();

        for (int i = 0; i < sourceLines.size(); i++) {
            VoucherSourceAccountingLine sourceLine = (VoucherSourceAccountingLine) sourceLines.get(i);
            sourceLine.setReferenceOriginCode(null); // won't be needed in this mode
            sourceLine.setReferenceNumber(null); // won't be needed in this mode
            sourceLine.setReferenceTypeCode(null); // won't be needed in this mode
        }
    }

    /**
     * This method will clear out the source line values that aren't needed for the "Credit/Debit" mode.
     * 
     * @param journalVoucherForm
     */
    protected void switchFromCreditDebitModeToSingleAmountMode(JournalVoucherForm journalVoucherForm) {
        // going from credit/debit view to single amount view so we don't need the debit and credit
        // indicator set any more and we need to blank out the amount values to zero
        JournalVoucherDocument jvDoc = journalVoucherForm.getJournalVoucherDocument();
        ArrayList sourceLines = (ArrayList) jvDoc.getSourceAccountingLines();
        ArrayList helperLines = (ArrayList) journalVoucherForm.getVoucherLineHelpers();

        KualiDecimal ZERO = new KualiDecimal("0.00");
        for (int i = 0; i < sourceLines.size(); i++) {
            VoucherAccountingLineHelper helperLine = (VoucherAccountingLineHelper) helperLines.get(i);
            SourceAccountingLine sourceLine = (SourceAccountingLine) sourceLines.get(i);
            sourceLine.setAmount(ZERO);
            sourceLine.setDebitCreditCode(KFSConstants.GL_DEBIT_CODE); // single sided is always debit

            helperLine.setCredit(null); // won't be needed in this mode
            helperLine.setDebit(null); // won't be needed in this mode
        }
    }

    /**
     * Overrides the parent to make sure that the JV specific accounting line helper forms are properly populated when the document
     * is first loaded. This first calls super, then populates the helper objects.
     * 
     * @see org.kuali.rice.kns.web.struts.action.KualiDocumentActionBase#loadDocument(org.kuali.rice.kns.web.struts.form.KualiDocumentFormBase)
     */
    @Override
    protected void loadDocument(KualiDocumentFormBase kualiDocumentFormBase) throws WorkflowException {
        super.loadDocument(kualiDocumentFormBase);
        JournalVoucherForm journalVoucherForm = (JournalVoucherForm) kualiDocumentFormBase;

        // if the balance type is an offset generation balance type, then the user is able to enter the amount
        // as either a debit or a credit, otherwise, they only need to deal with the amount field
        JournalVoucherDocument journalVoucherDocument = (JournalVoucherDocument) journalVoucherForm
                .getTransactionalDocument();
        if (journalVoucherDocument.getBalanceType().isFinancialOffsetGenerationIndicator()) {
            populateAllVoucherAccountingLineHelpers(journalVoucherForm);
            KualiDecimal ZERO = new KualiDecimal("0.00");
            journalVoucherForm.setNewSourceLineCredit(ZERO);
            journalVoucherForm.setNewSourceLineDebit(ZERO);
        }

        // always wipe out the new source line
        journalVoucherForm.setNewSourceLine(null);

        // reload the balance type and accounting period selections since now we have data in the document bo
        populateSelectedJournalBalanceType(journalVoucherDocument, journalVoucherForm);
        populateSelectedAccountingPeriod(journalVoucherDocument, journalVoucherForm);
    }

    /**
     * This method grabs the value from the document bo and sets the selected balance type appropriately.
     * 
     * @param journalVoucherDocument
     * @param journalVoucherForm
     */
    protected void populateSelectedJournalBalanceType(JournalVoucherDocument journalVoucherDocument,
            JournalVoucherForm journalVoucherForm) {
        journalVoucherForm.setSelectedBalanceType(journalVoucherDocument.getBalanceType());
        if (StringUtils.isNotBlank(journalVoucherDocument.getBalanceTypeCode())) {
            journalVoucherForm.setOriginalBalanceType(journalVoucherDocument.getBalanceTypeCode());
        }
    }

    /**
     * This helper method determines from the request object instance whether or not the user has been prompted about the journal
     * being out of balance. If they haven't, then the method will build the appropriate message given the state of the document and
     * return control to the question component so that the user receives the "yes"/"no" prompt. If the question has been asked, the
     * we evaluate the user's answer and direct the flow appropriately. If they answer with a "No", then we build out a message
     * stating that they chose that value and return an ActionForward of a MAPPING_BASIC which keeps them at the same page that they
     * were on. If they choose "Yes", then we return a null ActionForward, which the calling action method recognizes as a "Yes" and
     * continues on processing the "Route."
     * 
     * @param mapping
     * @param form
     * @param request
     * @param response
     * @return ActionForward
     * @throws Exception
     */
    @Override
    protected ActionForward processRouteOutOfBalanceDocumentConfirmationQuestion(ActionMapping mapping,
            ActionForm form, HttpServletRequest request, HttpServletResponse response) throws Exception {
        JournalVoucherForm jvForm = (JournalVoucherForm) form;
        JournalVoucherDocument jvDoc = jvForm.getJournalVoucherDocument();

        String question = request.getParameter(KFSConstants.QUESTION_INST_ATTRIBUTE_NAME);
        ConfigurationService kualiConfiguration = SpringContext.getBean(ConfigurationService.class);

        if (question == null) { // question hasn't been asked
            String currencyFormattedDebitTotal = (String) new CurrencyFormatter().format(jvDoc.getDebitTotal());
            String currencyFormattedCreditTotal = (String) new CurrencyFormatter().format(jvDoc.getCreditTotal());
            String currencyFormattedTotal = (String) new CurrencyFormatter().format(jvDoc.getTotalDollarAmount());
            String message = "";
            jvDoc.refreshReferenceObject(KFSPropertyConstants.BALANCE_TYPE);
            if (jvDoc.getBalanceType().isFinancialOffsetGenerationIndicator()) {
                message = StringUtils.replace(
                        kualiConfiguration
                                .getPropertyValueAsString(KFSKeyConstants.QUESTION_ROUTE_OUT_OF_BALANCE_JV_DOC),
                        "{0}", currencyFormattedDebitTotal);
                message = StringUtils.replace(message, "{1}", currencyFormattedCreditTotal);
            } else {
                message = StringUtils.replace(
                        kualiConfiguration.getPropertyValueAsString(
                                KFSKeyConstants.QUESTION_ROUTE_OUT_OF_BALANCE_JV_DOC_SINGLE_AMT_MODE),
                        "{0}", currencyFormattedTotal);
            }

            // now transfer control over to the question component
            return this.performQuestionWithoutInput(mapping, form, request, response,
                    KFSConstants.JOURNAL_VOUCHER_ROUTE_OUT_OF_BALANCE_DOCUMENT_QUESTION, message,
                    KFSConstants.CONFIRMATION_QUESTION, KFSConstants.ROUTE_METHOD, "");
        } else {
            String buttonClicked = request.getParameter(KFSConstants.QUESTION_CLICKED_BUTTON);
            if ((KFSConstants.JOURNAL_VOUCHER_ROUTE_OUT_OF_BALANCE_DOCUMENT_QUESTION.equals(question))
                    && ConfirmationQuestion.NO.equals(buttonClicked)) {
                KNSGlobalVariables.getMessageList().add(KFSKeyConstants.MESSAGE_JV_CANCELLED_ROUTE);
                return mapping.findForward(KFSConstants.MAPPING_BASIC);
            }
        }
        return null;
    }

    /**
     * This action executes a call to upload CSV accounting line values as SourceAccountingLines for a given transactional document.
     * The "uploadAccountingLines()" method handles the multi-part request.
     * 
     * @param mapping
     * @param form
     * @param request
     * @param response
     * @return ActionForward
     * @throws FileNotFoundException
     * @throws IOException
     */
    @Override
    public ActionForward uploadSourceLines(ActionMapping mapping, ActionForm form, HttpServletRequest request,
            HttpServletResponse response) throws FileNotFoundException, IOException {
        // call method that sourceform and destination list
        uploadAccountingLines(true, form);

        return mapping.findForward(KFSConstants.MAPPING_BASIC);
    }

    /**
     * This method determines whether we are uploading source or target lines, and then calls uploadAccountingLines directly on the
     * document object. This method handles retrieving the actual upload file as an input stream into the document.
     * 
     * @param isSource
     * @param form
     * @throws FileNotFoundException
     * @throws IOException
     */
    @Override
    protected void uploadAccountingLines(boolean isSource, ActionForm form)
            throws FileNotFoundException, IOException {
        JournalVoucherForm jvForm = (JournalVoucherForm) form;
        // JournalVoucherAccountingLineParser needs a fresh BalanceType BO in the JournalVoucherDocument.
        jvForm.getJournalVoucherDocument().refreshReferenceObject(KFSPropertyConstants.BALANCE_TYPE);
        super.uploadAccountingLines(isSource, jvForm);
    }

}