protected virtual void AutoAllocateTasks(List <PMTask> tasks)
{
PMSetup setup = PXSelect <PMSetup> .Select(Base);
bool autoreleaseAllocation = setup.AutoReleaseAllocation == true;
PMAllocator allocator = PXGraph.CreateInstance <PMAllocator>();
allocator.Clear();
allocator.TimeStamp = Base.TimeStamp;
allocator.Execute(tasks);
allocator.Actions.PressSave();
if (allocator.Document.Current != null && autoreleaseAllocation)
{
List <PMRegister> list = new List <PMRegister>();
list.Add(allocator.Document.Current);
List <ProcessInfo <Batch> > batchList;
bool releaseSuccess = RegisterRelease.ReleaseWithoutPost(list, false, out batchList);
if (!releaseSuccess)
{
throw new PXException(PM.Messages.AutoReleaseFailed);
}
foreach (var item in batchList)
{
Base.created.AddRange(item.Batches);
}
}
}
public static void Run(PMAllocator graph, PMProject item, DateTime?date, DateTime?fromDate, DateTime?toDate)
{
PXSelectBase <PMTask> select = new PXSelect <PMTask, Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.allocationID, IsNotNull,
And <PMTask.isActive, Equal <True> > > > >(graph);
List <PMTask> tasks = new List <PMTask>();
foreach (PMTask pmTask in select.Select(item.ContractID))
{
tasks.Add(pmTask);
}
graph.Clear();
graph.FilterStartDate = fromDate;
graph.FilterEndDate = toDate;
graph.PostingDate = date;
graph.Execute(tasks);
if (graph.Document.Current != null)
{
graph.Actions.PressSave();
PMSetup setup = PXSelect <PMSetup> .Select(graph);
PMRegister doc = graph.Caches[typeof(PMRegister)].Current as PMRegister;
if (doc != null && setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(doc);
}
}
else
{
throw new PXSetPropertyException(Warnings.NothingToAllocate, PXErrorLevel.RowWarning);
}
}
public static ExpressionNode Parse(PMAllocator engine, PMAllocationStep step, string formula)
{
if (formula.StartsWith("="))
{
formula = formula.Substring(1);
}
var expr = new PMExpressionParser(engine, step, formula);
return expr.Parse();
}
protected virtual void AllocationFilter_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
AllocationFilter filter = Filter.Current;
Items.SetProcessDelegate(
delegate(PMTask item)
{
PMAllocator engine = PXGraph.CreateInstance <PMAllocator>();
Run(engine, item, filter.Date, filter.DateFrom, filter.DateTo);
});
}
public static ExpressionNode Parse(PMAllocator engine, PMAllocationStep step, string formula)
{
if (formula.StartsWith("="))
{
formula = formula.Substring(1);
}
var expr = new PMExpressionParser(engine, step, formula);
return(expr.Parse());
}
public static void Run(PMAllocator graph, PMTask item, DateTime?date, DateTime?fromDate, DateTime?toDate)
{
graph.Clear();
graph.FilterStartDate = fromDate;
graph.FilterEndDate = toDate;
graph.Execute(item);
if (graph.Document.Current != null)
{
graph.Actions.PressSave();
PMSetup setup = PXSelect <PMSetup> .Select(graph);
PMRegister doc = graph.Caches[typeof(PMRegister)].Current as PMRegister;
if (doc != null && setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(doc);
}
}
else
{
throw new PXSetPropertyException(Warnings.NothingToAllocate, PXErrorLevel.RowWarning);
}
}
public RateEngineV2(PMAllocator graph, IList <string> rateTables, IList <string> rateTypes)
{
this.graph = graph;
definitions = new Dictionary <string, List <PMRateDefinition> >(rateTables.Count * rateTypes.Count);
foreach (string rateTable in rateTables)
{
foreach (PMRateDefinition item in graph.GetRateDefinitions(rateTable))
{
if (rateTypes.Contains(item.RateTypeID))
{
string key = GetDefinitionKey(rateTable, item.RateTypeID);
if (!definitions.ContainsKey(key))
{
definitions.Add(key, new List <PMRateDefinition>());
}
definitions[key].Add(item);
}
}
}
}
public static bool ReleaseWithoutPost(List <PMRegister> list, bool isMassProcess, out List <ProcessInfo <Batch> > infoList)
{
bool failed = false;
infoList = new List <ProcessInfo <Batch> >();
if (!list.Any())
{
return(!failed);
}
RegisterReleaseProcess rg = PXGraph.CreateInstance <RegisterReleaseProcess>();
JournalEntry je = PXGraph.CreateInstance <JournalEntry>();
PMAllocator allocator = PXGraph.CreateInstance <PMAllocator>();
//Task may be IsActive=False - it may be completed. User cannot create transactions with this
//TaskID. But the system has to process the given task - hence override the FieldVerification in the Selector.
je.FieldVerifying.AddHandler <GLTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
je.FieldVerifying.AddHandler <GLTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
for (int i = 0; i < list.Count; i++)
{
ProcessInfo <Batch> info = new ProcessInfo <Batch>(i);
infoList.Add(info);
PMRegister doc = list[i];
try
{
List <PMTask> allocTasks;
info.Batches.AddRange(rg.Release(je, doc, out allocTasks));
allocator.Clear();
allocator.TimeStamp = je.TimeStamp;
if (allocTasks.Count > 0)
{
allocator.Execute(allocTasks);
allocator.Actions.PressSave();
}
if (allocator.Document.Current != null && rg.AutoReleaseAllocation)
{
List <PMTask> allocTasks2;
info.Batches.AddRange(rg.Release(je, allocator.Document.Current, out allocTasks2));
}
if (isMassProcess)
{
PXProcessing <PMRegister> .SetInfo(i, ActionsMessages.RecordProcessed);
}
}
catch (Exception e)
{
if (isMassProcess)
{
PXProcessing <PMRegister> .SetError(i, e is PXOuterException?e.Message + "\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages) : e.Message);
failed = true;
}
else
{
throw new PXMassProcessException(i, e);
}
}
}
return(!failed);
}
public PMExpressionContext(PMAllocator engine, PMAllocationStep step)
{
this.engine = engine;
this.step = step;
}
private PMExpressionParser(PMAllocator engine, PMAllocationStep step, string text)
: base(text)
{
Engine = engine;
Step = step;
}
public PMExpressionContext(PMAllocator engine, PMAllocationStep step)
{
this.engine = engine;
this.step = step;
}
private PMExpressionParser(PMAllocator engine, PMAllocationStep step, string text)
: base(text)
{
Engine = engine;
Step = step;
}
public virtual List <Balance> Run(PMTask task)
{
if (task.BillingID == null)
{
throw new PXException(Messages.BillingIDIsNotDefined);
}
Dictionary <string, Balance> balances = new Dictionary <string, Balance>();
DateTime? lastDate;
List <PMTran> expenseTrans = CreateExpenseTransactions(task, out lastDate);
List <long> expenseTranIds = new List <long>();
Debug.Print("Created Expense Transactions:");
Debug.Indent();
foreach (PMTran tran in expenseTrans)
{
expenseTranIds.Add(tran.TranID.Value);
Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date);
}
Debug.Unindent();
if (expenseTrans.Count == 0)
{
PXTrace.WriteError(Messages.FailedToEmulateExpenses, task.TaskCD);
return(new List <Balance>());
}
PMAllocator ae = PXGraph.CreateInstance <PMAllocator>();
ae.SourceTransactions = expenseTrans;
foreach (PMTran tran in expenseTrans)
{
ae.Transactions.Insert(tran);
}
ae.OverrideAllocationDate = lastDate;
ae.Execute(task);
Debug.Print("After Allocation:");
Debug.Indent();
foreach (PMTran tran in ae.Transactions.Cache.Inserted)
{
tran.Released = true;
Transactions.Cache.Update(tran);
if (expenseTranIds.Contains(tran.TranID.Value))
{
continue;
}
int inventoryID = tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID;
string key = string.Format("{0}.{1}", tran.AccountGroupID, inventoryID);
if (!balances.ContainsKey(key))
{
Balance b = new Balance();
b.AccountGroupID = tran.AccountGroupID.Value;
b.InventoryID = inventoryID;
balances.Add(key, b);
}
Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date);
}
Debug.Unindent();
DateTime billingDate = lastDate.Value.AddDays(1);
//Get ARTrans for Bill:
Debug.Print("Bill using the following Billing date={0}", billingDate);
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
engine.IsEmulation = true;
engine.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
engine.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
Debug.Print("Transactions passed to BillTask:");
Debug.Indent();
foreach (PMTran tran in Transactions.Cache.Cached)
{
if (expenseTranIds.Contains(tran.TranID.Value))
{
continue;
}
engine.Transactions.Insert(tran);
Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date);
}
Debug.Unindent();
List <PMBillEngine.BillingData> arTrans = engine.BillTask(task, billingDate);
//Create ARInvoice to DEFAULT Accounts and SubAccounts.
ARInvoiceEntry invoiceEntry = PXGraph.CreateInstance <ARInvoiceEntry>();
//Project and Task is in Planning State - thus suppress verification:
invoiceEntry.FieldVerifying.AddHandler <ARInvoice.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
invoiceEntry.FieldVerifying.AddHandler <ARTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
invoiceEntry.FieldVerifying.AddHandler <ARTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
ARInvoice invoice = new ARInvoice();
invoice.DocType = ARDocType.Invoice;
invoice = PXCache <ARInvoice> .CreateCopy(invoiceEntry.Document.Insert(invoice));
invoice.DocDate = billingDate;
invoice.CustomerID = task.CustomerID;
invoice.CustomerLocationID = task.LocationID;
invoice.ProjectID = task.ProjectID;
invoice = (ARInvoice)invoiceEntry.Document.Update(invoice);
CurrencyInfo curyinfo = (CurrencyInfo)invoiceEntry.Caches[typeof(CurrencyInfo)].Current;
foreach (PMBillEngine.BillingData data in arTrans)
{
decimal curyamount;
PXDBCurrencyAttribute.CuryConvCury(invoiceEntry.Caches[typeof(CurrencyInfo)], curyinfo, (data.Tran.UnitPrice ?? 0), out curyamount);
data.Tran.CuryUnitPrice = curyamount;
PXDBCurrencyAttribute.CuryConvCury(invoiceEntry.Caches[typeof(CurrencyInfo)], curyinfo, (data.Tran.ExtPrice ?? 0), out curyamount);
data.Tran.CuryExtPrice = curyamount;
data.Tran.CuryTranAmt = data.Tran.CuryExtPrice;
data.Tran.FreezeManualDisc = true;
ARTran newTran = (ARTran)invoiceEntry.Caches[typeof(ARTran)].Insert(data.Tran);
}
ARInvoice oldInvoice = (ARInvoice)invoiceEntry.Caches[typeof(ARInvoice)].CreateCopy(invoice);
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoiceEntry.Caches[typeof(ARInvoice)].RaiseRowUpdated(invoice, oldInvoice);
Debug.Print("AR Trans:");
Debug.Indent();
foreach (ARTran tran in invoiceEntry.Transactions.Select())
{
if (tran.TaskID == task.TaskID)
{
Debug.Print("InventoryID={0}, Qty={1}, Amt={2}", InventoryFromID(tran.InventoryID), tran.Qty, tran.TranAmt);
Account acct = PXSelect <Account, Where <Account.accountID, Equal <Required <Account.accountID> > > > .Select(invoiceEntry, tran.AccountID);
if (acct.AccountGroupID == null)
{
throw new PXException("Failed to emulate billing. The Sales Account in the Invoice is not mapped to any Account Group.");
}
string key = string.Format("{0}.{1}", acct.AccountGroupID, tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID);
if (balances.ContainsKey(key))
{
balances[key].Amount += tran.TranAmt ?? 0;
balances[key].Quantity += tran.Qty ?? 0;
}
else
{
Balance b = new Balance();
b.AccountGroupID = acct.AccountGroupID.Value;
b.InventoryID = tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID;
b.Amount = tran.TranAmt ?? 0;
b.Quantity = tran.Qty ?? 0;
balances.Add(key, b);
}
}
}
return(new List <Balance>(balances.Values));
}
