protected override void BaseSecure(Security config)
{
var notPaid = new SalesInvoiceStates(this.Session).NotPaid;
var paid = new SalesInvoiceStates(this.Session).Paid;
var partiallyPaid = new SalesInvoiceStates(this.Session).PartiallyPaid;
var writtenOff = new SalesInvoiceStates(this.Session).WrittenOff;
var cancelled = new SalesInvoiceStates(this.Session).Cancelled;
var readyForPosting = new SalesInvoiceStates(this.Session).ReadyForPosting;
var send = this.Meta.Send;
var cancelInvoice = this.Meta.CancelInvoice;
var writeOff = this.Meta.WriteOff;
var reopen = this.Meta.Reopen;
var credit = this.Meta.Credit;
var setPaid = this.Meta.SetPaid;
var delete = this.Meta.Delete;
config.Deny(this.ObjectType, readyForPosting, reopen, credit, setPaid, writeOff);
config.Deny(this.ObjectType, notPaid, send, cancelInvoice, reopen, delete);
config.Deny(this.ObjectType, partiallyPaid, send, cancelInvoice, reopen, delete);
config.Deny(this.ObjectType, paid, send, writeOff, cancelInvoice, reopen, setPaid, delete);
config.Deny(this.ObjectType, writtenOff, send, cancelInvoice, writeOff, credit, setPaid, delete, reopen);
config.Deny(this.ObjectType, cancelled, send, cancelInvoice, writeOff, credit, setPaid, delete);
config.Deny(this.ObjectType, notPaid, Operations.Write);
config.Deny(this.ObjectType, partiallyPaid, Operations.Write);
config.Deny(this.ObjectType, paid, Operations.Write, Operations.Execute);
config.Deny(this.ObjectType, writtenOff, Operations.Write);
config.Deny(this.ObjectType, cancelled, Operations.Write);
}
protected override void AppsSecure(Security config)
{
base.AppsSecure(config);
var sent = new SalesInvoiceStates(this.Session).Sent;
var paid = new SalesInvoiceStates(this.Session).Paid;
var partiallyPaid = new SalesInvoiceStates(this.Session).PartiallyPaid;
var writtenOff = new SalesInvoiceStates(this.Session).WrittenOff;
var cancelled = new SalesInvoiceStates(this.Session).Cancelled;
var readyForPosting = new SalesInvoiceStates(this.Session).ReadyForPosting;
var send = this.Meta.Send;
var cancelInvoice = this.Meta.CancelInvoice;
var writeOff = this.Meta.WriteOff;
var reopen = this.Meta.Reopen;
var credit = this.Meta.Credit;
config.Deny(this.ObjectType, partiallyPaid, send, cancelInvoice, reopen);
config.Deny(this.ObjectType, readyForPosting, reopen, credit);
config.Deny(this.ObjectType, sent, Operations.Write);
config.Deny(this.ObjectType, sent, send, cancelInvoice);
config.Deny(this.ObjectType, paid, Operations.Write);
config.Deny(this.ObjectType, paid, send, writeOff, cancelInvoice, reopen);
config.Deny(this.ObjectType, writtenOff, Operations.Write);
config.Deny(this.ObjectType, writtenOff, send, cancelInvoice, writeOff, credit);
config.Deny(this.ObjectType, cancelled, Operations.Write);
config.Deny(this.ObjectType, cancelled, send, cancelInvoice, writeOff, credit);
}
protected override void BaseSecure(Security config)
{
var notPaid = new SalesInvoiceStates(this.Session).NotPaid;
var paid = new SalesInvoiceStates(this.Session).Paid;
var partiallyPaid = new SalesInvoiceStates(this.Session).PartiallyPaid;
var writtenOff = new SalesInvoiceStates(this.Session).WrittenOff;
var cancelled = new SalesInvoiceStates(this.Session).Cancelled;
var readyForPosting = new SalesInvoiceStates(this.Session).ReadyForPosting;
var send = this.Meta.Send;
var cancelInvoice = this.Meta.CancelInvoice;
var writeOff = this.Meta.WriteOff;
var reopen = this.Meta.Reopen;
var credit = this.Meta.Credit;
var setPaid = this.Meta.SetPaid;
var delete = this.Meta.Delete;
config.Deny(this.ObjectType, readyForPosting, reopen, credit, setPaid, writeOff);
config.Deny(this.ObjectType, notPaid, send, cancelInvoice, reopen, delete);
config.Deny(this.ObjectType, partiallyPaid, send, cancelInvoice, reopen, delete);
config.Deny(this.ObjectType, paid, send, writeOff, cancelInvoice, reopen, setPaid, delete);
config.Deny(this.ObjectType, writtenOff, send, cancelInvoice, writeOff, credit, setPaid, delete, reopen);
config.Deny(this.ObjectType, cancelled, send, cancelInvoice, writeOff, credit, setPaid, delete);
var except = new HashSet <IOperandType>
{
this.Meta.ElectronicDocuments.RoleType,
this.Meta.Print,
this.Meta.Credit,
};
config.DenyExcept(this.ObjectType, notPaid, except, Operations.Write);
config.DenyExcept(this.ObjectType, partiallyPaid, except, Operations.Write);
config.DenyExcept(this.ObjectType, paid, except, Operations.Write, Operations.Execute);
config.DenyExcept(this.ObjectType, writtenOff, except, Operations.Write);
config.DenyExcept(this.ObjectType, cancelled, except, Operations.Write);
}
public void BaseOnDerive(ObjectOnDerive method)
{
var derivation = method.Derivation;
var session = this.Session();
var internalOrganisations = new Organisations(session).InternalOrganisations();
if (!this.ExistBilledFrom && internalOrganisations.Count() == 1)
{
this.BilledFrom = internalOrganisations.First();
}
if (!this.ExistStore && this.ExistBilledFrom)
{
var stores = new Stores(session).Extent();
stores.Filter.AddEquals(M.Store.InternalOrganisation, this.BilledFrom);
this.Store = stores.FirstOrDefault();
}
if (!this.ExistInvoiceNumber && this.ExistStore)
{
this.InvoiceNumber = this.Store.NextTemporaryInvoiceNumber();
}
if (!this.ExistBilledFromContactMechanism && this.ExistBilledFrom)
{
this.BilledFromContactMechanism = this.BilledFrom.ExistBillingAddress ? this.BilledFrom.BillingAddress : this.BilledFrom.GeneralCorrespondence;
}
if (!this.ExistBillToContactMechanism && this.ExistBillToCustomer)
{
this.BillToContactMechanism = this.BillToCustomer.BillingAddress;
}
if (!this.ExistBillToEndCustomerContactMechanism && this.ExistBillToEndCustomer)
{
this.BillToEndCustomerContactMechanism = this.BillToEndCustomer.BillingAddress;
}
if (!this.ExistShipToEndCustomerAddress && this.ExistShipToEndCustomer)
{
this.ShipToEndCustomerAddress = this.ShipToEndCustomer.ShippingAddress;
}
if (!this.ExistShipToAddress && this.ExistShipToCustomer)
{
this.ShipToAddress = this.ShipToCustomer.ShippingAddress;
}
if (!this.ExistCurrency && this.ExistBilledFrom)
{
if (this.ExistBillToCustomer && (this.BillToCustomer.ExistPreferredCurrency || this.BillToCustomer.ExistLocale))
{
this.Currency = this.BillToCustomer.ExistPreferredCurrency ? this.BillToCustomer.PreferredCurrency : this.BillToCustomer.Locale.Country.Currency;
}
else
{
this.Currency = this.BilledFrom.ExistPreferredCurrency ?
this.BilledFrom.PreferredCurrency :
session.GetSingleton().DefaultLocale.Country.Currency;
}
}
this.VatRegime = this.VatRegime ?? this.BillToCustomer?.VatRegime;
this.IsRepeating = this.ExistRepeatingSalesInvoiceWhereSource;
foreach (SalesInvoiceItem salesInvoiceItem in this.SalesInvoiceItems)
{
foreach (OrderItemBilling orderItemBilling in salesInvoiceItem.OrderItemBillingsWhereInvoiceItem)
{
if (orderItemBilling.OrderItem is SalesOrderItem salesOrderItem && !this.SalesOrders.Contains(salesOrderItem.SalesOrderWhereSalesOrderItem))
{
this.AddSalesOrder(salesOrderItem.SalesOrderWhereSalesOrderItem);
}
}
foreach (WorkEffortBilling workEffortBilling in salesInvoiceItem.WorkEffortBillingsWhereInvoiceItem)
{
if (!this.WorkEfforts.Contains(workEffortBilling.WorkEffort))
{
this.AddWorkEffort(workEffortBilling.WorkEffort);
}
}
foreach (TimeEntryBilling timeEntryBilling in salesInvoiceItem.TimeEntryBillingsWhereInvoiceItem)
{
if (!this.WorkEfforts.Contains(timeEntryBilling.TimeEntry.WorkEffort))
{
this.AddWorkEffort(timeEntryBilling.TimeEntry.WorkEffort);
}
}
}
this.IsRepeatingInvoice = this.ExistRepeatingSalesInvoiceWhereSource && (!this.RepeatingSalesInvoiceWhereSource.ExistFinalExecutionDate || this.RepeatingSalesInvoiceWhereSource.FinalExecutionDate.Value.Date >= this.Strategy.Session.Now().Date);
this.SalesInvoiceItems = this.SalesInvoiceItems.ToArray();
if (this.ExistBillToCustomer && this.BillToCustomer.ExistLocale)
{
this.Locale = this.BillToCustomer.Locale;
}
else
{
this.Locale = session.GetSingleton().DefaultLocale;
}
if (this.ExistSalesTerms)
{
foreach (AgreementTerm term in this.SalesTerms)
{
if (term.TermType.Equals(new InvoiceTermTypes(session).PaymentNetDays))
{
if (int.TryParse(term.TermValue, out var netDays))
{
this.PaymentDays = netDays;
}
}
}
}
else if (this.BillToCustomer?.PaymentNetDays().HasValue == true)
{
this.PaymentDays = this.BillToCustomer.PaymentNetDays().Value;
}
else if (this.ExistStore && this.Store.ExistPaymentNetDays)
{
this.PaymentDays = this.Store.PaymentNetDays;
}
if (!this.ExistPaymentDays)
{
this.PaymentDays = 0;
}
if (this.ExistInvoiceDate)
{
this.DueDate = this.InvoiceDate.AddDays(this.PaymentNetDays);
}
var validInvoiceItems = this.SalesInvoiceItems.Where(v => v.IsValid).ToArray();
this.ValidInvoiceItems = validInvoiceItems;
var currentPriceComponents = new PriceComponents(this.Strategy.Session).CurrentPriceComponents(this.InvoiceDate);
var quantityByProduct = validInvoiceItems
.Where(v => v.ExistProduct)
.GroupBy(v => v.Product)
.ToDictionary(v => v.Key, v => v.Sum(w => w.Quantity));
// First run to calculate price
foreach (var salesInvoiceItem in validInvoiceItems)
{
decimal quantityOrdered = 0;
if (salesInvoiceItem.ExistProduct)
{
quantityByProduct.TryGetValue(salesInvoiceItem.Product, out quantityOrdered);
}
this.CalculatePrices(derivation, salesInvoiceItem, currentPriceComponents, quantityOrdered, 0);
}
var totalBasePriceByProduct = validInvoiceItems
.Where(v => v.ExistProduct)
.GroupBy(v => v.Product)
.ToDictionary(v => v.Key, v => v.Sum(w => w.TotalBasePrice));
// Second run to calculate price (because of order value break)
foreach (var salesInvoiceItem in validInvoiceItems)
{
decimal quantityOrdered = 0;
decimal totalBasePrice = 0;
if (salesInvoiceItem.ExistProduct)
{
quantityByProduct.TryGetValue(salesInvoiceItem.Product, out quantityOrdered);
totalBasePriceByProduct.TryGetValue(salesInvoiceItem.Product, out totalBasePrice);
}
this.CalculatePrices(derivation, salesInvoiceItem, currentPriceComponents, quantityOrdered, totalBasePrice);
}
// Calculate Totals
if (this.ExistSalesInvoiceItems)
{
this.TotalBasePrice = 0;
this.TotalDiscount = 0;
this.TotalSurcharge = 0;
this.TotalExVat = 0;
this.TotalFee = 0;
this.TotalShippingAndHandling = 0;
this.TotalVat = 0;
this.TotalIncVat = 0;
this.TotalListPrice = 0;
foreach (var item in validInvoiceItems)
{
this.TotalBasePrice += item.TotalBasePrice;
this.TotalDiscount += item.TotalDiscount;
this.TotalSurcharge += item.TotalSurcharge;
this.TotalExVat += item.TotalExVat;
this.TotalVat += item.TotalVat;
this.TotalIncVat += item.TotalIncVat;
this.TotalListPrice += item.UnitPrice;
}
if (this.ExistDiscountAdjustment)
{
var discount = this.DiscountAdjustment.Percentage.HasValue ?
Math.Round(this.TotalExVat * this.DiscountAdjustment.Percentage.Value / 100, 2) :
this.DiscountAdjustment.Amount ?? 0;
this.TotalDiscount += discount;
this.TotalExVat -= discount;
if (this.ExistVatRegime)
{
var vat = Math.Round(discount * this.VatRegime.VatRate.Rate / 100, 2);
this.TotalVat -= vat;
this.TotalIncVat -= discount + vat;
}
}
if (this.ExistSurchargeAdjustment)
{
var surcharge = this.SurchargeAdjustment.Percentage.HasValue ?
Math.Round(this.TotalExVat * this.SurchargeAdjustment.Percentage.Value / 100, 2) :
this.SurchargeAdjustment.Amount ?? 0;
this.TotalSurcharge += surcharge;
this.TotalExVat += surcharge;
if (this.ExistVatRegime)
{
var vat = Math.Round(surcharge * this.VatRegime.VatRate.Rate / 100, 2);
this.TotalVat += vat;
this.TotalIncVat += surcharge + vat;
}
}
if (this.ExistFee)
{
var fee = this.Fee.Percentage.HasValue ?
Math.Round(this.TotalExVat * this.Fee.Percentage.Value / 100, 2) :
this.Fee.Amount ?? 0;
this.TotalFee += fee;
this.TotalExVat += fee;
if (this.Fee.ExistVatRate)
{
var vat1 = Math.Round(fee * this.Fee.VatRate.Rate / 100, 2);
this.TotalVat += vat1;
this.TotalIncVat += fee + vat1;
}
}
if (this.ExistShippingAndHandlingCharge)
{
var shipping = this.ShippingAndHandlingCharge.Percentage.HasValue ?
Math.Round(this.TotalExVat * this.ShippingAndHandlingCharge.Percentage.Value / 100, 2) :
this.ShippingAndHandlingCharge.Amount ?? 0;
this.TotalShippingAndHandling += shipping;
this.TotalExVat += shipping;
if (this.ShippingAndHandlingCharge.ExistVatRate)
{
var vat2 = Math.Round(shipping * this.ShippingAndHandlingCharge.VatRate.Rate / 100, 2);
this.TotalVat += vat2;
this.TotalIncVat += shipping + vat2;
}
}
//// Only take into account items for which there is data at the item level.
//// Skip negative sales.
decimal totalUnitBasePrice = 0;
decimal totalListPrice = 0;
foreach (var item1 in validInvoiceItems)
{
if (item1.TotalExVat > 0)
{
totalUnitBasePrice += item1.UnitBasePrice;
totalListPrice += item1.UnitPrice;
}
}
}
var salesInvoiceItemStates = new SalesInvoiceItemStates(derivation.Session);
var salesInvoiceStates = new SalesInvoiceStates(derivation.Session);
foreach (var invoiceItem in validInvoiceItems)
{
if (!invoiceItem.SalesInvoiceItemState.Equals(salesInvoiceItemStates.ReadyForPosting))
{
if (invoiceItem.AmountPaid == 0)
{
invoiceItem.SalesInvoiceItemState = salesInvoiceItemStates.NotPaid;
}
else if (invoiceItem.ExistAmountPaid && invoiceItem.AmountPaid > 0 && invoiceItem.AmountPaid >= invoiceItem.TotalIncVat)
{
invoiceItem.SalesInvoiceItemState = salesInvoiceItemStates.Paid;
}
else
{
invoiceItem.SalesInvoiceItemState = salesInvoiceItemStates.PartiallyPaid;
}
}
}
if (validInvoiceItems.Any() && !this.SalesInvoiceState.Equals(salesInvoiceStates.ReadyForPosting))
{
if (this.SalesInvoiceItems.All(v => v.SalesInvoiceItemState.IsPaid))
{
this.SalesInvoiceState = salesInvoiceStates.Paid;
}
else if (this.SalesInvoiceItems.All(v => v.SalesInvoiceItemState.IsNotPaid))
{
this.SalesInvoiceState = salesInvoiceStates.NotPaid;
}
else
{
this.SalesInvoiceState = salesInvoiceStates.PartiallyPaid;
}
}
this.AmountPaid = this.AdvancePayment;
this.AmountPaid += this.PaymentApplicationsWhereInvoice.Sum(v => v.AmountApplied);
//// Perhaps payments are recorded at the item level.
if (this.AmountPaid == 0)
{
this.AmountPaid = this.InvoiceItems.Sum(v => v.AmountPaid);
}
// If receipts are not matched at invoice level
if (this.AmountPaid > 0)
{
if (this.AmountPaid >= this.TotalIncVat)
{
this.SalesInvoiceState = salesInvoiceStates.Paid;
}
else
{
this.SalesInvoiceState = salesInvoiceStates.PartiallyPaid;
}
foreach (var invoiceItem in validInvoiceItems)
{
if (!invoiceItem.SalesInvoiceItemState.Equals(salesInvoiceItemStates.CancelledByInvoice) &&
!invoiceItem.SalesInvoiceItemState.Equals(salesInvoiceItemStates.WrittenOff))
{
if (this.AmountPaid >= this.TotalIncVat)
{
invoiceItem.SalesInvoiceItemState = salesInvoiceItemStates.Paid;
}
else
{
invoiceItem.SalesInvoiceItemState = salesInvoiceItemStates.PartiallyPaid;
}
}
}
}
if (this.ExistVatRegime && this.VatRegime.ExistVatClause)
{
this.DerivedVatClause = this.VatRegime.VatClause;
}
else
{
if (Equals(this.VatRegime, new VatRegimes(session).ServiceB2B))
{
this.DerivedVatClause = new VatClauses(session).ServiceB2B;
}
else if (Equals(this.VatRegime, new VatRegimes(session).IntraCommunautair))
{
this.DerivedVatClause = new VatClauses(session).Intracommunautair;
}
}
this.DerivedVatClause = this.ExistAssignedVatClause ? this.AssignedVatClause : this.DerivedVatClause;
this.BaseOnDeriveCustomers(derivation);
if (this.ExistBillToCustomer && !this.BillToCustomer.BaseIsActiveCustomer(this.BilledFrom, this.InvoiceDate))
{
derivation.Validation.AddError(this, M.SalesInvoice.BillToCustomer, ErrorMessages.PartyIsNotACustomer);
}
if (this.ExistShipToCustomer && !this.ShipToCustomer.BaseIsActiveCustomer(this.BilledFrom, this.InvoiceDate))
{
derivation.Validation.AddError(this, M.SalesInvoice.ShipToCustomer, ErrorMessages.PartyIsNotACustomer);
}
this.PreviousBillToCustomer = this.BillToCustomer;
this.PreviousShipToCustomer = this.ShipToCustomer;
// this.BaseOnDeriveRevenues(derivation);
var singleton = this.Session().GetSingleton();
this.AddSecurityToken(new SecurityTokens(this.Session()).DefaultSecurityToken);
this.Sync(this.Session());
this.ResetPrintDocument();
}
