Class FinancialStatement

java.lang.Object

com.raphaelsalles.backend.domain.model.FinancialStatement

@Entity
public class FinancialStatement
extends Object

Representa um Demonstrativo Financeiro (Balanço Patrimonial, DRE) de um período específico.

Papel na Arquitetura: É a unidade fundamental de dados contábeis. Armazena tanto os valores sumarizados (Receita, Lucro) para acesso rápido quanto o detalhamento completo das contas (AccountLines) para auditoria.

Responsabilidades Principais:

• Armazenar a "foto" financeira da empresa em uma data (ReferenceDate).
• Diferenciar tipos de demonstrativo (DFP Anual vs ITR Trimestral).
• Servir de cache de performance para indicadores chave (Revenue, NetIncome, Equity).
• Manter a rastreabilidade da importação (ImportedBy, ImportedAt).

Nested Class Summary

Nested Classes

Modifier and Type	Class	Description
static class	FinancialStatement.FinancialStatementBuilder

Field Summary

Fields

Modifier and Type	Field	Description
private List<AccountLine>	accounts
private Company	company
private BigDecimal	equity
private Long	id
private LocalDateTime	importedAt
private User	importedBy
private BigDecimal	netIncome
private LocalDate	referenceDate
private BigDecimal	revenue
private StatementType	type

Constructor Summary

Constructors

Constructor	Description
FinancialStatement()
FinancialStatement(Long id, Company company, LocalDate referenceDate, StatementType type, BigDecimal revenue, BigDecimal netIncome, BigDecimal equity, LocalDateTime importedAt, User importedBy, List<AccountLine> accounts)

Method Summary

Modifier and Type	Method	Description
private static List<AccountLine>	$default$accounts()
void	addAccountLine(AccountLine line)
static FinancialStatement.FinancialStatementBuilder	builder()
List<AccountLine>	getAccounts()
Company	getCompany()
BigDecimal	getEquity()
Long	getId()
LocalDateTime	getImportedAt()
User	getImportedBy()
BigDecimal	getNetIncome()
LocalDate	getReferenceDate()
BigDecimal	getRevenue()
StatementType	getType()
void	setCompany(Company company)
void	setEquity(BigDecimal equity)
void	setImportedAt(LocalDateTime importedAt)
void	setImportedBy(User importedBy)
void	setNetIncome(BigDecimal netIncome)
void	setReferenceDate(LocalDate referenceDate)
void	setRevenue(BigDecimal revenue)
void	setType(StatementType type)

Methods inherited from class Object

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

Field Details

id

private Long id

company

private Company company

referenceDate

private LocalDate referenceDate

type

private StatementType type

revenue

private BigDecimal revenue

netIncome

private BigDecimal netIncome

equity

private BigDecimal equity

importedAt

private LocalDateTime importedAt

importedBy

private User importedBy

accounts

private List<AccountLine> accounts

Constructor Details

FinancialStatement

public FinancialStatement()

FinancialStatement

public FinancialStatement(Long id,
 Company company,
 LocalDate referenceDate,
 StatementType type,
 BigDecimal revenue,
 BigDecimal netIncome,
 BigDecimal equity,
 LocalDateTime importedAt,
 User importedBy,
 List<AccountLine> accounts)

Method Details

addAccountLine

public void addAccountLine(AccountLine line)

$default$accounts

private static List<AccountLine> $default$accounts()

builder

public static FinancialStatement.FinancialStatementBuilder builder()

getId

public Long getId()

getCompany

public Company getCompany()

getReferenceDate

public LocalDate getReferenceDate()

getType

public StatementType getType()

getRevenue

public BigDecimal getRevenue()

getNetIncome

public BigDecimal getNetIncome()

getEquity

public BigDecimal getEquity()

getImportedAt

public LocalDateTime getImportedAt()

getImportedBy

public User getImportedBy()

getAccounts

public List<AccountLine> getAccounts()

setCompany

public void setCompany(Company company)

setReferenceDate

public void setReferenceDate(LocalDate referenceDate)

setType

public void setType(StatementType type)

setRevenue

public void setRevenue(BigDecimal revenue)

setNetIncome

public void setNetIncome(BigDecimal netIncome)

setEquity

public void setEquity(BigDecimal equity)

setImportedAt

public void setImportedAt(LocalDateTime importedAt)

setImportedBy

public void setImportedBy(User importedBy)