protected virtual void RequestSSToken()
{
PMSetup pmSetupRow = PXSelect <PMSetup> .Select(Base);
PMSetupSSExt pmSetupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(pmSetupRow);
string loginScopeCompany = PXDatabase.Companies.Length > 0 ? PXAccess.GetCompanyName() : String.Empty;
string currentScope = String.Format(",{0},{1}", Base.Accessinfo.UserName, loginScopeCompany);
if (pmSetupSSExtRow != null && pmSetupSSExtRow.UsrSmartsheetClientID != null)
{
string smartsheetRedirect = SmartsheetConstants.SSCodeRequest.ENDPOINT;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.RESPONSE_TYPE;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.CLIENT_ID + pmSetupSSExtRow.UsrSmartsheetClientID;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.SCOPE;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.STATE + currentScope;
throw new PXRedirectToUrlException(smartsheetRedirect, PXBaseRedirectException.WindowMode.InlineWindow,
string.Empty, false);
}
else
{
throw new PXException(SmartsheetConstants.Messages.SMARTSHEET_ID_MISSING);
}
}
public string RefreshSmartsheetToken()
{
Guid loggedUser = PXAccess.GetUserID();
Users usersRow = PXSelect <Users,
Where <Users.pKID, Equal <Required <Users.pKID> > > >
.Select(this.Base, loggedUser);
UsersSSExt usersSSExtRow = PXCache <Users> .GetExtension <UsersSSExt>(usersRow);
PMSetup setupRow = PXSelect <PMSetup> .Select(this.Base);
PMSetupSSExt setupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRow);
if (usersSSExtRow != null && usersSSExtRow.UsrSmartsheetRefreshToken != null)
{
List <string> ssToken = refreshToken(setupSSExtRow.UsrSmartsheetClientID, setupSSExtRow.UsrSmartsheetAppSecret, usersSSExtRow.UsrSmartsheetRefreshToken);
if (ssToken.Count == 2)
{
usersSSExtRow.UsrSmartsheetToken = ssToken[0];
usersSSExtRow.UsrSmartsheetRefreshToken = ssToken[1];
this.Base.UserProfile.Update(usersRow);
this.Base.Actions.PressSave();
return(usersSSExtRow.UsrSmartsheetToken);
}
}
return("");
}
protected virtual void PMTemplateListSS_TemplateDefault_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)
{
PMTemplateListSS row = e.Row as PMTemplateListSS;
if (row == null || row.TemplateDefault == null)
{
return;
}
PMSetup setupRecord = this.Base.Setup.Current as PMSetup;
PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
if ((bool)row.TemplateDefault)
{
PMTemplateListSS pmSSMappingRecord = this.TemplateSetup.Select().RowCast <PMTemplateListSS>().Where(_ => (bool)_.TemplateDefault == true && _.TemplateSS != row.TemplateSS).FirstOrDefault();
if (pmSSMappingRecord != null)
{
pmSSMappingRecord.TemplateDefault = false;
}
pmSetupSSExt.UsrSSTemplate = row.TemplateSS;
}
else
{
pmSetupSSExt.UsrSSTemplate = null;
}
this.Base.Setup.Update(setupRecord);
TemplateSetup.View.RequestRefresh();
}
/// <summary>
/// Verifies the definition of Smartsheet Setup parameters and the Token retrieval
/// </summary>
/// <param name="pmSetupSSExt"></param>
public void SetupValidation(UsersSSExt usersSSExt, PMSetupSSExt pmSetupSSExt)
{
if (usersSSExt == null ||
String.IsNullOrEmpty(usersSSExt.UsrSmartsheetToken))
{
throw new PXException(SmartsheetConstants.Messages.SMARTSHEET_TOKEN_MISSING);
}
if (pmSetupSSExt == null ||
String.IsNullOrEmpty(pmSetupSSExt.UsrDefaultRateTableID))
{
throw new PXException(SmartsheetConstants.Messages.SMARTSHEET_RATE_TABLE_MISSING);
}
return;
}
protected virtual void PMSetup_RowPersisting(PXCache sender, PXRowPersistingEventArgs e)
{
if (e.Row == null)
{
return;
}
PMSetup pmSetupRow = (PMSetup)e.Row;
PMSetupSSExt pmSetupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(pmSetupRow);
if (pmSetupSSExtRow.UsrSmartsheetClientID != null &&
String.IsNullOrEmpty(pmSetupSSExtRow.UsrDefaultRateTableID))
{
throw new PXRowPersistingException(typeof(PMSetupSSExt.usrDefaultRateTableID).Name, null,
ErrorMessages.FieldIsEmpty);
}
}
protected virtual IEnumerable PopulateDates(PXAdapter adapter)
{
PMSetup setupRecord = this.Base.Setup.Select();
PMSetupSSExt setupRecordExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
if (!String.IsNullOrEmpty(setupRecordExt.UsrTypeTaskDate) && setupRecordExt.UsrDurationTaskDate != null)
{
foreach (PMTask filter in this.Base.Tasks.Select())
{
PMTaskSSExt pMTaskRecordExt = PXCache <PMTask> .GetExtension <PMTaskSSExt>(filter);
if (String.IsNullOrEmpty(filter.StartDate.ToString()))
{
filter.StartDate = DateTime.Today;
}
if (String.IsNullOrEmpty(filter.EndDate.ToString()))
{
switch (setupRecordExt.UsrTypeTaskDate)
{
case SmartsheetConstants.SSConstants.DAY:
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
filter.EndDate = smartSheetHelperObject.CalculateWorkingDays((DateTime)filter.StartDate, (int)setupRecordExt.UsrDurationTaskDate);
break;
case SmartsheetConstants.SSConstants.MONTH:
filter.EndDate = ((DateTime)filter.StartDate).AddMonths((int)setupRecordExt.UsrDurationTaskDate);
break;
case SmartsheetConstants.SSConstants.YEAR:
filter.EndDate = ((DateTime)filter.StartDate).AddYears((int)setupRecordExt.UsrDurationTaskDate);
break;
}
}
this.Base.Tasks.Cache.Update(filter);
}
}
else
{
throw new PXException(SmartsheetConstants.Messages.DURATION_FIELDS_NOT_INDICATED);
}
return(adapter.Get());
}
public void GetSmartsheetToken(string currentURL)
{
Guid loggedUser = Base.Accessinfo.UserID;
Users usersRow = PXSelect <Users,
Where <Users.pKID, Equal <Required <Users.pKID> > > >
.Select(this.Base, loggedUser);
UsersSSExt usersSSExtRow = PXCache <Users> .GetExtension <UsersSSExt>(usersRow);
this.Base.UserProfile.Current = this.Base.UserProfile.Search <Users.pKID>(usersRow.PKID);
PMSetup setupRow = PXSelect <PMSetup> .Select(this.Base);
PMSetupSSExt setupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRow);
if (currentURL.IndexOf(SmartsheetConstants.SSCodeRequest.STATE, StringComparison.CurrentCultureIgnoreCase) > 0)
{
string ssCode = getSSCodeString(currentURL);
if (ssCode.Trim().Length > 0)
{
List <string> ssToken = getSSToken(setupSSExtRow.UsrSmartsheetClientID, ssCode, setupSSExtRow.UsrSmartsheetAppSecret);
if (ssToken.Count == 2)
{
usersSSExtRow.UsrSmartsheetToken = ssToken[0];
usersSSExtRow.UsrSmartsheetRefreshToken = ssToken[1];
this.Base.UserProfile.Update(usersRow);
this.Base.Actions.PressSave();
}
}
}
SendRefreshCall();
return;
}
/// <summary>
/// Verifies the connection Token and the existence of the Sheet
/// </summary>
/// <param name="projectEntryGraph">Project's Graph</param>
/// <param name="pmProjectRow">Current PMProject row</param>
/// <param name="refreshedToken">Existing token</param>
/// <param name="isMassProcess">Indicates if it's used in a processing page</param>
/// <returns></returns>
public SmartsheetClient CheckTokenSheetSS(ProjectEntry projectEntryGraph, PMProject pmProjectRow, string refreshedToken = "", bool isMassProcess = false)
{
//Primary Data View is set
projectEntryGraph.Project.Current = pmProjectRow;
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
string sheetName = pmProjectRow.ContractCD.Trim() + " - " + pmProjectRow.Description.Trim();
sheetName = smartSheetHelperObject.Left(sheetName, SmartsheetConstants.SSConstants.SS_PROJECT_NAME_LENGTH);
PMSetup setupRecord = projectEntryGraph.Setup.Select();
PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
PMProjectSSExt pmProjectSSExt = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
Users userRecord = PXSelect <
Users,
Where <Users.pKID, Equal <Required <AccessInfo.userID> > > >
.Select(projectEntryGraph, projectEntryGraph.Accessinfo.UserID);
UsersSSExt userRecordSSExt = PXCache <Users> .GetExtension <UsersSSExt>(userRecord);
smartSheetHelperObject.SetupValidation(userRecordSSExt, pmSetupSSExt);
smartSheetHelperObject.ProjectValidation(projectEntryGraph);
Token token = new Token();
token.AccessToken = (String.IsNullOrEmpty(refreshedToken)) ? userRecordSSExt.UsrSmartsheetToken : refreshedToken;
try
{
SmartsheetClient smartsheetClient = new SmartsheetBuilder()
.SetAccessToken(token.AccessToken)
.SetDateTimeFixOptOut(true)
.Build();
long?sheetSelected;
Dictionary <string, long> currentColumnMap = new Dictionary <string, long>();
if (pmProjectSSExt != null &&
pmProjectSSExt.UsrSmartsheetContractID != null) //Acumatica Project is already linked to SS
{
sheetSelected = pmProjectSSExt.UsrSmartsheetContractID;
Sheet ssProjectSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
}
return(smartsheetClient);
}
catch (Exception ex)
{
if (ex.Message.Contains(SmartsheetConstants.SSConstants.EXPIRED_TOKEN_MESSAGE))
{
MyProfileMaint profileMaintGraph = PXGraph.CreateInstance <MyProfileMaint>();
MyProfileMaintExt graphExtended = profileMaintGraph.GetExtension <MyProfileMaintExt>();
string updatedToken = graphExtended.RefreshSmartsheetToken();
CheckTokenSheetSS(projectEntryGraph, pmProjectRow, updatedToken);
}
if (ex.Message.Contains(SmartsheetConstants.SSConstants.NOTFOUND_PROJECT_MESSAGE))
{
if (isMassProcess)
{
SmartsheetClient smartsheetClient = new SmartsheetBuilder()
.SetAccessToken(token.AccessToken)
.SetDateTimeFixOptOut(true)
.Build();
UnlinkSmartsheetProject(projectEntryGraph);
CreateUpdateGanttProject(projectEntryGraph, pmProjectRow, smartsheetClient, true);
}
else
{
UnlinkSmartsheetProject(projectEntryGraph);
throw new PXException(SmartsheetConstants.Messages.UNLINK_PROJECT);
}
}
else
{
throw new PXException(ex.Message);
}
return(null);
}
}
/// <summary>
/// Creates or updates the Smartsheet project with information from Acumatica.
/// New Tasks created in Smartsheet will be updated back in Acumatica
/// </summary>
/// <param name="projectEntryGraph">Project Entry graph</param>
/// <param name="pmProjectRow">PMProject record</param>
/// <param name="smartsheetClient">Smartsheet's SDK Client</param>
/// <param name="isMassProcess">Indicates if it's used in a processing page</param>
public void CreateUpdateGanttProject(ProjectEntry projectEntryGraph, PMProject pmProjectRow, SmartsheetClient smartsheetClient, bool isMassProcess = false)
{
//Primary Data View is set
projectEntryGraph.Project.Current = pmProjectRow;
PMProjectSSExt pmProjectSSExt = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
PMSetup setupRecord = projectEntryGraph.Setup.Select();
PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
if (String.IsNullOrEmpty(pmProjectSSExt.UsrTemplateSS))
{
throw new PXException(SmartsheetConstants.Messages.DEFAULT_TEMPLATE);
}
string sheetName = pmProjectRow.ContractCD.Trim() + " - " + pmProjectRow.Description.Trim();
sheetName = smartSheetHelperObject.Left(sheetName, SmartsheetConstants.SSConstants.SS_PROJECT_NAME_LENGTH);
try
{
long?sheetSelected;
Dictionary <string, long> currentColumnMap = new Dictionary <string, long>();
//////////////////
//Information from Acumatica is updated in Smartsheet
//////////////////
PXResultset <PMSSMapping> templateMappingSet = PXSelect <
PMSSMapping,
Where <PMSSMapping.templateSS, Equal <Required <PMSSMapping.templateSS> > > >
.Select(projectEntryGraph, pmProjectSSExt.UsrTemplateSS);
if (pmProjectSSExt != null &&
pmProjectSSExt.UsrSmartsheetContractID != null) //Acumatica Project is already linked to SS
{
sheetSelected = pmProjectSSExt.UsrSmartsheetContractID;
Sheet ssProjectSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
//Columns ID Mapping
currentColumnMap = new Dictionary <string, long>();
foreach (Column currentColumn in ssProjectSheet.Columns)
{
currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
}
smartSheetHelperObject.UpdateSSProject(smartsheetClient, currentColumnMap, projectEntryGraph, sheetSelected, smartSheetHelperObject, templateMappingSet);
}
else //Acumatica Project has not been linked to Smartsheet
{
//Sheet is created from a the template selected in the Project
Sheet sheet = new Sheet.CreateSheetFromTemplateBuilder(sheetName, Convert.ToInt64(pmProjectSSExt.UsrTemplateSS)).Build();
sheet = smartsheetClient.SheetResources.CreateSheet(sheet);
Sheet newlyCreatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheet.Id, null, null, null, null, null, null, null);
currentColumnMap = new Dictionary <string, long>();
foreach (Column currentColumn in newlyCreatedSheet.Columns)
{
currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
}
//Acumatica Tasks are added as Smartsheet rows
List <Row> newSSRows = smartSheetHelperObject.InsertAcumaticaTasksInSS(projectEntryGraph, currentColumnMap, null, true, templateMappingSet);
IList <Row> ssRows = smartsheetClient.SheetResources.RowResources.AddRows((long)sheet.Id, newSSRows);
int ssTaskIDPosition = 0;
if (ssRows.Count > 0 && ssRows[0].Cells != null)
{
PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();
ssTaskIDPosition = smartSheetHelperObject.GetSSTaskPosition(ssRows[0].Cells, currentColumnMap[mappingSS.NameSS]);
}
// Add SubTasks
smartSheetHelperObject.InsertAcumaticaSubTasks(projectEntryGraph, smartsheetClient, sheet, ssRows, smartSheetHelperObject, currentColumnMap, ssTaskIDPosition, templateMappingSet);
foreach (Row currentRow in ssRows)
{
foreach (PMTask rowTask in projectEntryGraph.Tasks.Select())
{
if (currentRow.Cells[ssTaskIDPosition].Value != null &&
rowTask.TaskCD != null &&
string.Equals(currentRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), rowTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
{
PMTaskSSExt pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(rowTask);
pmTaskSSExtRow.UsrSmartsheetTaskID = currentRow.Id;
projectEntryGraph.Tasks.Update(rowTask);
break;
}
}
}
sheetSelected = (long)sheet.Id;
PMProjectSSExt pmProjectSSExtRow = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
pmProjectSSExtRow.UsrSmartsheetContractID = sheetSelected;
projectEntryGraph.Project.Update(pmProjectRow);
}
//////////////////
//Information from Smartsheet is updated in Acumatica
//////////////////
Sheet updatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
int columnPosition = 0;
Dictionary <string, int> columnPositionMap = new Dictionary <string, int>();
foreach (Column currentColumn in updatedSheet.Columns)
{
columnPositionMap.Add(currentColumn.Title, columnPosition);
columnPosition += 1;
}
smartSheetHelperObject.UpdateAcumaticaTasks(projectEntryGraph, pmProjectRow, pmSetupSSExt, updatedSheet, columnPositionMap, templateMappingSet);
projectEntryGraph.Actions.PressSave();
if (isMassProcess)
{
PXProcessing.SetInfo(String.Format(SmartsheetConstants.Messages.SUCCESSFULLY_SYNCED, pmProjectRow.ContractCD));
}
}
catch (Exception e)
{
throw new PXException(e.Message);
}
}
/// <summary>
/// Creates/Updates Acumatica Tasks with the Smartsheet modifications
/// </summary>
/// <param name="projectEntryGraph"></param>
/// <param name="pmProjectRow"></param>
/// <param name="pmSetupSSExt"></param>
/// <param name="updatedSheet"></param>
/// <param name="columnPositionMap"></param>
public void UpdateAcumaticaTasks(ProjectEntry projectEntryGraph,
PMProject pmProjectRow,
PMSetupSSExt pmSetupSSExt,
Sheet updatedSheet,
Dictionary <string, int> columnPositionMap,
PXResultset <PMSSMapping> templateMappingSet)
{
bool recordedInAcumatica = false;
int primaryColumnPosition = 0;
PMTask pmTaskNewEntry = new PMTask();
foreach (Column updatedColumn in updatedSheet.Columns)
{
if (updatedColumn != null &&
updatedColumn.Primary != null &&
updatedColumn.Primary == true)
{
foreach (Row updatedSSRow in updatedSheet.Rows)
{
if (updatedSSRow != null &&
updatedSSRow.ParentId != null) //Subtasks are not synced back to Acumatica
{
continue;
}
PMTask currentTaskRow = null;
PMTaskSSExt pmTaskSSExtRow = null;
foreach (PMTask taskRow in projectEntryGraph.Tasks.Select())
{
recordedInAcumatica = false;
pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(taskRow);
if (pmTaskSSExtRow != null &&
pmTaskSSExtRow.UsrSmartsheetTaskID == updatedSSRow.Id)
{
recordedInAcumatica = true;
currentTaskRow = taskRow;
break;
}
}
if (recordedInAcumatica == false) //New Row in Smartsheet not yet added to Acumatica
{
//Fields retrieved: Task, Description, Start Date, End Date, % Complete,
if (updatedSSRow.Cells[primaryColumnPosition].Value != null)
{
pmTaskNewEntry = new PMTask();
pmTaskNewEntry.ProjectID = pmProjectRow.ContractID;
pmTaskNewEntry.TaskCD = updatedSSRow.Cells[primaryColumnPosition].Value.ToString();
PMTask taskCDValidation = (PMTask)projectEntryGraph.Tasks.Select()
.Where(t => ((PMTask)t).TaskCD.Trim().ToUpper() == updatedSSRow.Cells[primaryColumnPosition].Value.ToString().Trim().ToUpper()).FirstOrDefault();
if (taskCDValidation == null)
{
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.rateTableID>(pmTaskNewEntry, pmSetupSSExt.UsrDefaultRateTableID);
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.status>(pmTaskNewEntry, SmartsheetConstants.SSConstants.ACTIVE);
pmTaskNewEntry.Description = SmartsheetConstants.Messages.DEFAULT_TASK_DESCRIPTION;
string durationVar = "";
foreach (PMSSMapping row in templateMappingSet)
{
if (!String.IsNullOrEmpty(row.NameAcu))
{
SettingForSheets(row, columnPositionMap, updatedSSRow, pmTaskNewEntry, projectEntryGraph, durationVar);
}
}
PMTaskSSExt pmTaskExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(pmTaskNewEntry);
pmTaskExtRow.UsrSmartsheetTaskID = updatedSSRow.Id;
//Insert() has to be invoked at the end as the order in which the values are assigned to the object depend on the iteration
pmTaskNewEntry = projectEntryGraph.Tasks.Insert(pmTaskNewEntry);
}
}
}
else //Previously existing row in SS
{
pmTaskNewEntry = new PMTask();
//Fields updated: Description, Start Date, End Date, % complete.
if (updatedSSRow.Cells[primaryColumnPosition].Value != null)
{
if (currentTaskRow != null)
{
// Find the Task to update it
PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();
pmTaskNewEntry = (PMTask)projectEntryGraph.Tasks.Select()
.Where(t => ((PMTask)t).TaskCD.Trim().ToUpper() == updatedSSRow.Cells[columnPositionMap[mappingSS.NameSS]].Value.ToString().Trim().ToUpper()).FirstOrDefault();
string durationVar = "";
foreach (PMSSMapping row in templateMappingSet)
{
if (!String.IsNullOrEmpty(row.NameAcu))
{
SettingForSheets(row, columnPositionMap, updatedSSRow, pmTaskNewEntry, projectEntryGraph, durationVar);
}
}
currentTaskRow = projectEntryGraph.Tasks.Update(currentTaskRow);
}
}
}
}
break;
}
else
{
primaryColumnPosition += 1;
}
}
return;
}