/// <summary>
/// Given the current date and the aging bucket boundaries (in maximum
/// inclusive days from the current date), calculates the days difference
/// between the current date and the test date, returning a zero-based number
/// of aging bucket that the test date falls into.
/// </summary>
/// <param name="bucketBoundaries">
/// Upper inclusive boundaries, in days, of the aging buckets.
/// The first element of this sequence defines the upper inclusive
/// boundary of the current bucket (it is usually zero).
/// The total number of buckets would be equal to the number of elements
/// in the sequence, plus one. The values in the sequence should
/// be strictly non-decreasing.
/// </param>
/// <returns>
/// The number of the aging bucket that the <paramref name="dateToAge"/>
/// falls into, in the [0; N] interval, where N is the the number of elements
/// in <paramref name="bucketBoundaries"/>. The value of N corresponds
/// to the last aging bucket, which encompasses all dates that exceed
/// the maximum bucket boundary.
/// </returns>
public static int AgeByDays(
DateTime currentDate,
DateTime dateToAge,
AgingDirection agingDirection,
IEnumerable <int> bucketBoundaries)
{
if (bucketBoundaries == null)
{
throw new ArgumentNullException(nameof(bucketBoundaries));
}
if (!bucketBoundaries.Any())
{
return(0);
}
if (agingDirection == AgingDirection.Forward)
{
agingDirection = AgingDirection.Backwards;
Utilities.Swap(ref currentDate, ref dateToAge);
}
int days = currentDate.Subtract(dateToAge).Days;
int bucketIndex = bucketBoundaries.FindIndex(boundary => boundary >= days);
if (bucketIndex < 0)
{
bucketIndex = -bucketIndex - 1;
}
return(bucketIndex);
}
public static int AgeByPeriods(
DateTime currentDate,
DateTime dateToAge,
IFinPeriodRepository finPeriodRepository,
AgingDirection agingDirection,
int numberOfBuckets) => AgeByPeriods(
currentDate,
dateToAge,
finPeriodRepository,
agingDirection,
numberOfBuckets,
FinPeriod.organizationID.MasterValue);
public static IEnumerable <string> GetPeriodAgingBucketDescriptions(
IFinPeriodRepository finPeriodRepository,
DateTime currentDate,
AgingDirection agingDirection,
int numberOfBuckets,
int calendarOrganizationID,
bool usePeriodDescription)
{
if (finPeriodRepository == null)
{
throw new ArgumentNullException(nameof(finPeriodRepository));
}
if (numberOfBuckets <= 0)
{
throw new ArgumentOutOfRangeException(nameof(numberOfBuckets));
}
short periodStep = (short)(agingDirection == AgingDirection.Backwards ? -1 : 1);
FinPeriod currentPeriod = finPeriodRepository.GetByID(
finPeriodRepository.GetPeriodIDFromDate(currentDate, calendarOrganizationID),
calendarOrganizationID);
yield return(usePeriodDescription
? currentPeriod.Descr
: FinPeriodUtils.FormatForError(currentPeriod.FinPeriodID));
--numberOfBuckets;
while (numberOfBuckets > 1)
{
currentPeriod = finPeriodRepository.GetByID(
finPeriodRepository.GetOffsetPeriodId(currentPeriod.FinPeriodID, periodStep, calendarOrganizationID),
calendarOrganizationID);
yield return(usePeriodDescription
? currentPeriod.Descr
: FinPeriodUtils.FormatForError(currentPeriod.FinPeriodID));
--numberOfBuckets;
}
if (numberOfBuckets > 0)
{
yield return(PXMessages.LocalizeFormatNoPrefix(
agingDirection == AgingDirection.Backwards
? Messages.BeforeMonth
: Messages.AfterMonth,
usePeriodDescription
? currentPeriod.Descr
: FinPeriodUtils.FormatForError(currentPeriod.FinPeriodID)));
}
}
public static IEnumerable <string> GetPeriodAgingBucketDescriptions(
IFinPeriodRepository finPeriodRepository,
DateTime currentDate,
AgingDirection agingDirection,
int numberOfBuckets)
{
if (finPeriodRepository == null)
{
throw new ArgumentNullException(nameof(finPeriodRepository));
}
if (numberOfBuckets <= 0)
{
throw new ArgumentOutOfRangeException(nameof(numberOfBuckets));
}
short periodStep = (short)(agingDirection == AgingDirection.Backwards ? -1 : 1);
// Must not re-use any existing graphs due to possible query
// caching of financial periods, which can impact localization
// of their descriptions, see AC-84505.
// -
PXGraph graph = new PXGraph();
FinPeriod currentPeriod = finPeriodRepository.GetByID(
finPeriodRepository.GetPeriodIDFromDate(currentDate, FinPeriod.organizationID.MasterValue),
FinPeriod.organizationID.MasterValue);
yield return(currentPeriod.Descr);
--numberOfBuckets;
while (numberOfBuckets > 1)
{
currentPeriod = finPeriodRepository.GetByID(
finPeriodRepository.GetOffsetPeriodId(currentPeriod.FinPeriodID, periodStep, FinPeriod.organizationID.MasterValue),
FinPeriod.organizationID.MasterValue);
yield return(currentPeriod.Descr);
--numberOfBuckets;
}
if (numberOfBuckets > 0)
{
yield return(PXMessages.LocalizeFormatNoPrefix(
agingDirection == AgingDirection.Backwards
? Messages.BeforeMonth
: Messages.AfterMonth,
currentPeriod.Descr));
}
}
/// <summary>
/// Given the current date and the number of period-based aging buckets,
/// returns the zero-based number of bucket that the specified test date
/// falls into.
/// </summary>
/// <param name="numberOfBuckets">
/// The total number of period-based buckets, including the "Current"
/// and "Over" bucket. For backwards aging, the "Current" bucket encompasses
/// dates in the same (or later) financial period as the current date, and
/// the "Over" bucket corresponds to dates that are at least (numberOfBuckets - 1)
/// periods back in time from the current date.
/// </param>
public static int AgeByPeriods(
DateTime currentDate,
DateTime dateToAge,
IFinPeriodRepository finPeriodRepository,
AgingDirection agingDirection,
int numberOfBuckets,
int organizationID)
{
if (finPeriodRepository == null)
{
throw new ArgumentNullException(nameof(finPeriodRepository));
}
if (numberOfBuckets <= 0)
{
throw new ArgumentOutOfRangeException(nameof(numberOfBuckets));
}
if (agingDirection == AgingDirection.Forward)
{
agingDirection = AgingDirection.Backwards;
Utilities.Swap(ref currentDate, ref dateToAge);
}
if (dateToAge > currentDate)
{
return(0);
}
int bucketNumber = finPeriodRepository
.PeriodsBetweenInclusive(dateToAge, currentDate, organizationID)
.Count();
--bucketNumber;
if (bucketNumber < 0)
{
// No financial periods found between the dates,
// cannot proceed with aging.
// -
throw new PXException(GL.Messages.NoPeriodsDefined);
}
if (bucketNumber > numberOfBuckets - 1)
{
// Force into the last ("over") aging bucket.
// -
bucketNumber = numberOfBuckets - 1;
}
return(bucketNumber);
}
/// <param name="shortFormat">
/// If set to <c>true</c>, then no "Past Due" or "Outstanding" postfix will
/// be appended to bucket descriptions, making <paramref name="agingDirection"/>
/// parameter irrelevant.
/// </param>
public static IEnumerable <string> GetDayAgingBucketDescriptions(
AgingDirection agingDirection,
IEnumerable <int> bucketBoundaries,
bool shortFormat)
{
if (bucketBoundaries == null)
{
throw new ArgumentNullException(nameof(bucketBoundaries));
}
if (!bucketBoundaries.Any())
{
yield return(GetDayAgingBucketDescription(null, null, AgingDirection.Backwards, shortFormat));
yield break;
}
int?currentLowerBoundary = null;
int?currentUpperBoundary = null;
// Generate descriptions for the "current" and
// fully bounded buckets.
// -
foreach (int boundary in bucketBoundaries)
{
currentLowerBoundary = currentUpperBoundary;
currentUpperBoundary = boundary;
yield return(GetDayAgingBucketDescription(
currentLowerBoundary,
currentUpperBoundary,
agingDirection,
shortFormat));
}
// Generate description for the "over" bucket.
// -
currentLowerBoundary = currentUpperBoundary;
currentUpperBoundary = null;
yield return(GetDayAgingBucketDescription(
currentLowerBoundary,
currentUpperBoundary,
agingDirection,
shortFormat));
}
public static IEnumerable<string> GetPeriodAgingBucketDescriptions(
IFinancialPeriodProvider financialPeriodProvider,
DateTime currentDate,
AgingDirection agingDirection,
int numberOfBuckets)
{
if (financialPeriodProvider == null) throw new ArgumentNullException(nameof(financialPeriodProvider));
if (numberOfBuckets <= 0) throw new ArgumentOutOfRangeException(nameof(numberOfBuckets));
short periodStep = (short)(agingDirection == AgingDirection.Backwards ? -1 : 1);
// Must not re-use any existing graphs due to possible query
// caching of financial periods, which can impact localization
// of their descriptions, see AC-84505.
// -
PXGraph graph = new PXGraph();
FinPeriod currentPeriod = financialPeriodProvider.GetFinPeriodByID(
graph,
financialPeriodProvider.GetPeriodFromDate(graph, currentDate));
yield return currentPeriod.Descr;
--numberOfBuckets;
while (numberOfBuckets > 1)
{
currentPeriod = financialPeriodProvider.GetFinPeriodByID(
graph, financialPeriodProvider.PeriodPlusPeriod(graph, currentPeriod.FinPeriodID, periodStep));
yield return currentPeriod.Descr;
--numberOfBuckets;
}
if (numberOfBuckets > 0)
{
yield return PXMessages.LocalizeFormatNoPrefix(
agingDirection == AgingDirection.Backwards
? Messages.BeforeMonth
: Messages.AfterMonth,
currentPeriod.Descr);
}
}
/// <summary>
/// Given the current date and the number of period-based aging buckets,
/// returns the zero-based number of bucket that the specified test date
/// falls into.
/// </summary>
/// <param name="numberOfBuckets">
/// The total number of period-based buckets, including the "Current"
/// and "Over" bucket. For backwards aging, the "Current" bucket encompasses
/// dates in the same (or later) financial period as the current date, and
/// the "Over" bucket corresponds to dates that are at least (numberOfBuckets - 1)
/// periods back in time from the current date.
/// </param>
public static int AgeByPeriods(
PXGraph graph,
DateTime currentDate,
DateTime dateToAge,
IFinancialPeriodProvider financialPeriodProvider,
AgingDirection agingDirection,
int numberOfBuckets)
{
if (graph == null) throw new ArgumentNullException(nameof(graph));
if (financialPeriodProvider == null) throw new ArgumentNullException(nameof(financialPeriodProvider));
if (numberOfBuckets <= 0) throw new ArgumentOutOfRangeException(nameof(numberOfBuckets));
if (agingDirection == AgingDirection.Forward)
{
agingDirection = AgingDirection.Backwards;
Utilities.Swap(ref currentDate, ref dateToAge);
}
if (dateToAge > currentDate) return 0;
int bucketNumber = financialPeriodProvider
.PeriodsBetweenInclusive(graph, dateToAge, currentDate)
.Count();
--bucketNumber;
if (bucketNumber < 0)
{
// No financial periods found between the dates,
// cannot proceed with aging.
// -
throw new PXException(GL.Messages.NoPeriodsDefined);
}
if (bucketNumber > numberOfBuckets - 1)
{
// Force into the last ("over") aging bucket.
// -
bucketNumber = numberOfBuckets - 1;
}
return bucketNumber;
}
public object GetBucketNumberForAgedReport(
DateTime?reportDate,
DateTime?dateToAge,
int?dayBucketBoundary0,
int?dayBucketBoundary1,
int?dayBucketBoundary2,
int?dayBucketBoundary3,
bool?isByFinancialPeriod,
bool?isForwardAging,
int organizationID)
{
if (reportDate == null ||
dayBucketBoundary0 == null ||
dayBucketBoundary1 == null ||
dayBucketBoundary2 == null ||
dayBucketBoundary3 == null)
{
return(null);
}
AgingDirection agingDirection = isForwardAging == true
? AgingDirection.Forward
: AgingDirection.Backwards;
PXGraph graph = new PXGraph();
return(isByFinancialPeriod == true
? AgingEngine.AgeByPeriods(
reportDate.Value,
dateToAge.Value,
graph.GetService <IFinPeriodRepository>(),
agingDirection,
NUMBER_OF_AGING_BUCKETS,
organizationID)
: AgingEngine.AgeByDays(
reportDate.Value,
dateToAge.Value,
agingDirection,
dayBucketBoundary0 ?? 0,
dayBucketBoundary1 ?? 0,
dayBucketBoundary2 ?? 0,
dayBucketBoundary3 ?? 0));
}
public object GetBucketNumberForAgedReport(
DateTime?reportDate,
DateTime?dateToAge,
int?dayBucketBoundary0,
int?dayBucketBoundary1,
int?dayBucketBoundary2,
int?dayBucketBoundary3,
bool?isByFinancialPeriod,
bool?isForwardAging)
{
if (reportDate == null ||
dayBucketBoundary0 == null ||
dayBucketBoundary1 == null ||
dayBucketBoundary2 == null ||
dayBucketBoundary3 == null)
{
return(null);
}
AgingDirection agingDirection = isForwardAging == true
? AgingDirection.Forward
: AgingDirection.Backwards;
return(isByFinancialPeriod == true
? AgingEngine.AgeByPeriods(
new PXGraph(),
reportDate.Value,
dateToAge.Value,
FinancialPeriodProvider.Default,
agingDirection,
NUMBER_OF_AGING_BUCKETS)
: AgingEngine.AgeByDays(
reportDate.Value,
dateToAge.Value,
agingDirection,
dayBucketBoundary0 ?? 0,
dayBucketBoundary1 ?? 0,
dayBucketBoundary2 ?? 0,
dayBucketBoundary3 ?? 0));
}
/// <param name="shortFormat">
/// If set to <c>true</c>, then no "Past Due" or "Outstanding" postfix will
/// be appended to the bucket description, making <paramref name="agingDirection"/>
/// parameter irrelevant.
/// </param>
public static string GetDayAgingBucketDescription(
int?lowerExclusiveBucketBoundary,
int?upperInclusiveBucketBoundary,
AgingDirection agingDirection,
bool shortFormat)
{
if (lowerExclusiveBucketBoundary == null)
{
string description = agingDirection == AgingDirection.Backwards
? Messages.Current
: Messages.PastDue;
return(PXMessages.LocalizeNoPrefix(description));
}
else if (lowerExclusiveBucketBoundary != null && upperInclusiveBucketBoundary == null)
{
string descriptionFormat = shortFormat
? Messages.OverDays
: agingDirection == AgingDirection.Backwards
? Messages.OverDaysPastDue
: Messages.OverDaysOutstanding;
return(PXMessages.LocalizeFormatNoPrefix(descriptionFormat, lowerExclusiveBucketBoundary.Value));
}
else if (lowerExclusiveBucketBoundary != null && upperInclusiveBucketBoundary != null)
{
string descriptionFormat = shortFormat
? Messages.IntervalDays
: agingDirection == AgingDirection.Backwards
? Messages.IntervalDaysPastDue
: Messages.IntervalDaysOutstanding;
return(PXMessages.LocalizeFormatNoPrefix(
descriptionFormat,
lowerExclusiveBucketBoundary.Value + 1,
upperInclusiveBucketBoundary.Value));
}
return(null);
}
public string GetBucketDescriptionForAgedReport(
DateTime?reportDate,
int?dayBucketBoundary0,
int?dayBucketBoundary1,
int?dayBucketBoundary2,
int?dayBucketBoundary3,
bool?isByFinancialPeriod,
bool?isForwardAging,
int?bucketIndex)
{
if (reportDate == null ||
dayBucketBoundary0 == null ||
dayBucketBoundary1 == null ||
dayBucketBoundary2 == null ||
dayBucketBoundary3 == null ||
bucketIndex == null)
{
return(null);
}
AgingDirection agingDirection = isForwardAging == true
? AgingDirection.Forward
: AgingDirection.Backwards;
if (isByFinancialPeriod == true)
{
try
{
IFinancialPeriodProvider periodProvider = FinancialPeriodProvider.Default;
IEnumerable <string> bucketDescriptions = AgingEngine.GetPeriodAgingBucketDescriptions(
FinancialPeriodProvider.Default,
reportDate.Value,
agingDirection,
NUMBER_OF_AGING_BUCKETS);
return(bucketDescriptions.ElementAtOrDefault(bucketIndex.Value));
}
catch (PXFinPeriodException)
{
throw new PXFinPeriodException(
isForwardAging == true
? AR.Messages.UnableToCalculateBucketNamesPeriodsAfterwardsNotDefined
: AR.Messages.UnableToCalculateBucketNamesPeriodsPrecedingNotDefined);
}
}
else
{
IEnumerable <string> bucketDescriptions = AgingEngine.GetDayAgingBucketDescriptions(
agingDirection,
new int[]
{
dayBucketBoundary0 ?? 0,
dayBucketBoundary1 ?? 0,
dayBucketBoundary2 ?? 0,
dayBucketBoundary3 ?? 0
},
true);
return(bucketDescriptions.ElementAtOrDefault(bucketIndex.Value));
}
}
public static int AgeByDays(
DateTime currentAge,
DateTime dateToAge,
AgingDirection agingDirection,
params int[] bucketBoundaries)
=> AgeByDays(currentAge, dateToAge, agingDirection, bucketBoundaries as IEnumerable <int>);
public static IEnumerable <string> GetPeriodAgingBucketDescriptions(
IFinPeriodRepository finPeriodRepository,
DateTime currentDate,
AgingDirection agingDirection,
int numberOfBuckets) =>
GetPeriodAgingBucketDescriptions(finPeriodRepository, currentDate, agingDirection, numberOfBuckets, FinPeriod.organizationID.MasterValue, true);
