protected virtual void PMTask_CompletedPct_FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e)
{
PMTask row = e.Row as PMTask;
if (row != null)
{
PXSelectBase <PMProjectStatus> select = new PXSelectGroupBy <PMProjectStatus,
Where <PMProjectStatus.projectID, Equal <Required <PMTask.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMTask.taskID> >,
And <PMProjectStatus.isProduction, Equal <True> > > >,
Aggregate <GroupBy <PMProjectStatus.accountGroupID,
GroupBy <PMProjectStatus.projectID,
GroupBy <PMProjectStatus.projectTaskID,
GroupBy <PMProjectStatus.inventoryID,
Sum <PMProjectStatus.amount,
Sum <PMProjectStatus.qty,
Sum <PMProjectStatus.revisedAmount,
Sum <PMProjectStatus.revisedQty,
Sum <PMProjectStatus.actualAmount,
Sum <PMProjectStatus.actualQty> > > > > > > > > > > >(this);
PMProjectStatus ps = select.Select(row.ProjectID, row.TaskID);
if (ps != null)
{
if (ps.RevisedQty > 0)
{
e.ReturnValue = Convert.ToInt32(100 * ps.ActualQty / ps.RevisedQty);
e.ReturnState = PXFieldState.CreateInstance(e.ReturnValue, typeof(decimal?), false, false, 0, 0, 0, 0, "CompletedPct", null, null, null, PXErrorLevel.Undefined, false, true, true, PXUIVisibility.Visible, null, null, null);
}
}
}
}
protected virtual void PMProjectStatus_PeriodID_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e)
{
PMProjectStatus row = (PMProjectStatus)e.Row;
if (e.OldValue == null && row.PeriodID != null)
{
sender.SetDefaultExt <PMProjectStatus.rate>(row);
}
}
protected virtual List <PMTran> CreateExpenseTransactions(PMTask task, out DateTime?lastDate)
{
lastDate = null;
PXSelectBase <PMProjectStatus> select = new PXSelectJoin <PMProjectStatus,
InnerJoin <PMTask, On <PMTask.projectID, Equal <PMProjectStatus.projectID>, And <PMTask.taskID, Equal <PMProjectStatus.projectTaskID> > >,
InnerJoin <PMAccountGroup, On <PMProjectStatus.accountGroupID, Equal <PMAccountGroup.groupID> >,
LeftJoin <InventoryItem, On <PMProjectStatus.inventoryID, Equal <InventoryItem.inventoryID> > > > >,
Where <PMProjectStatus.projectID, Equal <Required <PMTask.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMTask.taskID> >,
And <PMAccountGroup.type, Equal <AccountType.expense> > > > >(this);
List <PMTran> trans = new List <PMTran>();
foreach (PXResult <PMProjectStatus, PMTask, PMAccountGroup, InventoryItem> res in select.Select(task.ProjectID, task.TaskID))
{
PMProjectStatus ps = (PMProjectStatus)res;
InventoryItem item = (InventoryItem)res;
PMTran tran = new PMTran();
tran.AccountGroupID = ps.AccountGroupID;
tran.ProjectID = ps.ProjectID;
tran.TaskID = ps.ProjectTaskID;
tran.InventoryID = ps.InventoryID;
tran.AccountID = item.InventoryID != null ? item.COGSAcctID : null;
tran.SubID = item.InventoryID != null ? item.COGSSubID : null;
tran.Amount = ps.Amount;
tran.Qty = ps.Qty;
tran.UOM = ps.UOM;
tran.BAccountID = task.CustomerID;
tran.LocationID = task.LocationID;
tran.Billable = true;
tran.UseBillableQty = true;
tran.BillableQty = ps.RevisedQty;
tran.Date = FinPeriodIDAttribute.PeriodEndDate(this, ps.PeriodID);
tran.StartDate = tran.Date;
tran.EndDate = tran.Date;
tran.FinPeriodID = ps.PeriodID;
tran.TranPeriodID = ps.PeriodID;
tran.Released = true;
if (lastDate != null)
{
if (lastDate < tran.Date)
{
lastDate = tran.Date;
}
}
else
{
lastDate = tran.Date;
}
trans.Add(Transactions.Insert(tran));
}
return(trans);
}
protected virtual void PMProjectStatus_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
PMProjectStatus row = e.Row as PMProjectStatus;
if (row != null)
{
PMProjectStatus ps = PXSelect <PMProjectStatus,
Where <PMProjectStatus.accountGroupID, Equal <Current <ProjectBalanceFilter.accountGroupID> >,
And <PMProjectStatus.projectID, Equal <Current <ProjectBalanceFilter.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Current <ProjectBalanceFilter.projectTaskID> >,
And <PMProjectStatus.inventoryID, Equal <Current <ProjectBalanceFilter.inventoryID> >,
And <PMProjectStatus.periodID, NotEqual <Current <PMProjectStatus.periodID> > > > > > > > .SelectWindowed(this, 0, 1);
PXUIFieldAttribute.SetEnabled <PMProjectStatus.uOM>(Items.Cache, null, ps == null);
PXUIFieldAttribute.SetEnabled <PMProjectStatus.rate>(Items.Cache, null, ps == null);
}
}
protected virtual void PMProjectStatus_RowInserted(PXCache sender, PXRowInsertedEventArgs e)
{
PMProjectStatus row = e.Row as PMProjectStatus;
if (row != null)
{
PMProjectStatus ps = PXSelect <PMProjectStatus,
Where <PMProjectStatus.accountGroupID, Equal <Current <ProjectBalanceFilter.accountGroupID> >,
And <PMProjectStatus.projectID, Equal <Current <ProjectBalanceFilter.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Current <ProjectBalanceFilter.projectTaskID> >,
And <PMProjectStatus.inventoryID, Equal <Current <ProjectBalanceFilter.inventoryID> >,
And <PMProjectStatus.periodID, NotEqual <Current <PMProjectStatus.periodID> > > > > > > > .SelectWindowed(this, 0, 1);
if (ps != null)
{
row.UOM = ps.UOM;
row.Rate = ps.Rate;
}
}
}
protected virtual void PMAccountGroup_RowDeleting(PXCache sender, PXRowDeletingEventArgs e)
{
PMAccountGroup row = e.Row as PMAccountGroup;
if (row != null)
{
if (IsAccountsExist())
{
e.Cancel = true;
throw new PXException(Messages.Account_FK);
}
PMProjectStatus ps = PXSelect <PMProjectStatus, Where <PMProjectStatus.accountGroupID, Equal <Required <PMAccountGroup.groupID> > > > .SelectWindowed(this, 0, 1, row.GroupID);
if (ps != null)
{
e.Cancel = true;
throw new PXException(Messages.ProjectStatus_FK);
}
}
}
protected virtual void RunAutoBudget(PMTask task)
{
PXSelectBase <PMProjectStatus> select = new PXSelectJoin <PMProjectStatus,
InnerJoin <PMTask, On <PMTask.projectID, Equal <PMProjectStatus.projectID>, And <PMTask.taskID, Equal <PMProjectStatus.projectTaskID> > >,
InnerJoin <PMAccountGroup, On <PMProjectStatus.accountGroupID, Equal <PMAccountGroup.groupID> >,
LeftJoin <InventoryItem, On <PMProjectStatus.inventoryID, Equal <InventoryItem.inventoryID> > > > >,
Where <PMProjectStatus.projectID, Equal <Required <PMTask.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMTask.taskID> >,
And <PMAccountGroup.type, Equal <AccountType.expense> > > > >(this);
List <PMTran> trans = new List <PMTran>();
foreach (PXResult <PMProjectStatus, PMTask, PMAccountGroup, InventoryItem> res in select.Select(task.ProjectID, task.TaskID))
{
PMProjectStatus ps = (PMProjectStatus)res;
InventoryItem item = (InventoryItem)res;
PMTran tran = new PMTran();
tran.AccountGroupID = ps.AccountGroupID;
tran.ProjectID = ps.ProjectID;
tran.TaskID = ps.ProjectTaskID;
tran.InventoryID = ps.InventoryID;
tran.AccountID = item.InventoryID != null ? item.SalesAcctID : null;
tran.Amount = ps.RevisedAmount;
tran.Qty = ps.RevisedQty;
tran.UOM = ps.UOM;
tran.BAccountID = task.CustomerID;
tran.LocationID = task.LocationID;
tran.Billable = true;
tran.BillableQty = ps.RevisedQty;
tran.Date = FinPeriodIDAttribute.PeriodEndDate(this, ps.PeriodID);
tran.StartDate = tran.Date;
tran.EndDate = tran.Date;
tran.FinPeriodID = ps.PeriodID;
tran.TranPeriodID = ps.PeriodID;
trans.Add(tran);
}
}
public virtual IEnumerable projectStatus()
{
if (Task.Current == null)
{
yield break;
}
Dictionary <string, PMProjectStatusEx> cachedItems = new Dictionary <string, PMProjectStatusEx>();
bool isDirty = false;
int cxMax = 0;
foreach (PMProjectStatusEx item in ProjectStatus.Cache.Cached)
{
cxMax = Math.Max(cxMax, item.LineNbr.Value);
string key = string.Format("{0}.{1}.{2}.{3}", item.AccountGroupID, item.ProjectID, item.ProjectTaskID, item.InventoryID.GetValueOrDefault());
if (!cachedItems.ContainsKey(key))
{
cachedItems.Add(key, item);
}
if (ProjectStatus.Cache.GetStatus(item) == PXEntryStatus.Inserted ||
ProjectStatus.Cache.GetStatus(item) == PXEntryStatus.Updated ||
ProjectStatus.Cache.GetStatus(item) == PXEntryStatus.Notchanged ||
ProjectStatus.Cache.GetStatus(item) == PXEntryStatus.Held)
{
if (ProjectStatus.Cache.GetStatus(item) == PXEntryStatus.Inserted ||
ProjectStatus.Cache.GetStatus(item) == PXEntryStatus.Updated)
{
isDirty = true;
}
yield return(item);
}
}
PXSelectBase <PMProjectStatus> select = new PXSelectJoinGroupBy <PMProjectStatus,
InnerJoin <PMTask, On <PMTask.projectID, Equal <PMProjectStatus.projectID>, And <PMTask.taskID, Equal <PMProjectStatus.projectTaskID> > >,
InnerJoin <PMAccountGroup, On <PMProjectStatus.accountGroupID, Equal <PMAccountGroup.groupID> > > >,
Where <PMProjectStatus.projectID, Equal <Current <PMTask.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Current <PMTask.taskID> > > >,
Aggregate <GroupBy <PMProjectStatus.accountGroupID,
GroupBy <PMProjectStatus.projectID,
GroupBy <PMProjectStatus.projectTaskID,
GroupBy <PMProjectStatus.inventoryID,
Sum <PMProjectStatus.amount,
Sum <PMProjectStatus.qty,
Sum <PMProjectStatus.revisedAmount,
Sum <PMProjectStatus.revisedQty,
Sum <PMProjectStatus.actualAmount,
Sum <PMProjectStatus.actualQty> > > > > > > > > > >, OrderBy <Asc <PMAccountGroup.sortOrder> > >(this);
int cx = cxMax + 1;
foreach (PXResult <PMProjectStatus, PMTask, PMAccountGroup> res in select.Select())
{
PMProjectStatus row = (PMProjectStatus)res;
PMTask task = (PMTask)res;
PMAccountGroup ag = (PMAccountGroup)res;
string key = string.Format("{0}.{1}.{2}.{3}", row.AccountGroupID, row.ProjectID, row.ProjectTaskID, row.InventoryID.GetValueOrDefault());
if (!cachedItems.ContainsKey(key))
{
PMProjectStatusEx item = new PMProjectStatusEx();
item.LineNbr = cx++;
item = (PMProjectStatusEx)ProjectStatus.Cache.Insert(item);
item.ProjectID = row.ProjectID;
item.ProjectTaskID = row.ProjectTaskID;
item.AccountGroupID = row.AccountGroupID;
item.InventoryID = row.InventoryID;
item.Description = row.Description;
item.UOM = row.UOM;
item.Rate = row.Rate;
item.Qty = row.Qty;
item.Amount = row.Amount;
item.RevisedQty = row.RevisedQty;
item.RevisedAmount = row.RevisedAmount;
item.ActualQty = row.ActualQty;
item.ActualAmount = row.ActualAmount;
PMProjectStatus rowDetail = (PMProjectStatus)PXSelect <
PMProjectStatus
, Where <
PMProjectStatus.isProduction, Equal <True>
, And <PMProjectStatus.projectID, Equal <Required <PMProjectStatus.projectID> >
, And <PMProjectStatus.projectTaskID, Equal <Required <PMProjectStatus.projectTaskID> >
, And <PMProjectStatus.inventoryID, Equal <Required <PMProjectStatus.inventoryID> >
, And <PMProjectStatus.accountGroupID, Equal <Required <PMProjectStatus.accountGroupID> > >
>
>
>
>
> .Select(this, row.ProjectID, row.ProjectTaskID, row.InventoryID, row.AccountGroupID);
if (rowDetail != null)
{
item.IsProduction = true;
}
item.TaskStatus = task.Status;
item.Type = ag.Type;
switch (ag.Type)
{
case AccountType.Asset:
item.SortOrder = 1;
break;
case AccountType.Liability:
item.SortOrder = 2;
break;
case AccountType.Income:
item.SortOrder = 3;
break;
case AccountType.Expense:
item.SortOrder = 4;
break;
}
ProjectStatus.Cache.SetStatus(item, PXEntryStatus.Held);
yield return(item);
}
}
ProjectStatus.Cache.IsDirty = isDirty;
}
/// <summary>
/// Updates Project Status Balance using PMProjectStatusAccum.
/// </summary>
public static IList <PMHistory> UpdateProjectBalance(PXGraph graph, PMTran pmt, PMAccountGroup ag, Account acc, int mult)
{
List <PMHistory> list = new List <PMHistory>();
PXSelectBase <PMProjectStatus> selectProjectStatus = new PXSelect <PMProjectStatus,
Where <PMProjectStatus.accountGroupID, Equal <Required <PMProjectStatus.accountGroupID> >,
And <PMProjectStatus.projectID, Equal <Required <PMProjectStatus.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMProjectStatus.projectTaskID> >,
And <PMProjectStatus.inventoryID, Equal <Required <PMProjectStatus.inventoryID> > > > > > >(graph); // select any without restricting by FinPeriod
int inventoryID = PMProjectStatus.EmptyInventoryID;
PMProjectStatus status = null;
if (pmt.InventoryID != null)
{
status = selectProjectStatus.Select(ag.GroupID, pmt.ProjectID, pmt.TaskID, pmt.InventoryID);
if (status == null)
{
status = selectProjectStatus.Select(ag.GroupID, pmt.ProjectID, pmt.TaskID, PMProjectStatus.EmptyInventoryID);
}
else
{
inventoryID = status.InventoryID ?? PMProjectStatus.EmptyInventoryID;
}
}
else
{
status = selectProjectStatus.Select(ag.GroupID, pmt.ProjectID, pmt.TaskID, PMProjectStatus.EmptyInventoryID);
}
string UOM = null;
decimal rollupQty = 0;
if (status == null)
{
//Status does not exist for given Inventory and <Other> is not present.
}
else
{
if (status.InventoryID == PMProjectStatus.EmptyInventoryID)
{
//<Other> item is present. Update only if UOMs are same.
decimal convertedQty;
if (IN.INUnitAttribute.TryConvertGlobalUnits(graph, pmt.UOM, status.UOM, pmt.Qty.GetValueOrDefault(), IN.INPrecision.QUANTITY, out convertedQty))
{
rollupQty = convertedQty;
UOM = status.UOM;
}
}
else
{
UOM = status.UOM;
//Item matches. Convert to UOM of ProjectStatus.
if (status.UOM != pmt.UOM)
{
decimal inBase = IN.INUnitAttribute.ConvertToBase(graph.Caches[pmt.GetType()], pmt.InventoryID, pmt.UOM, pmt.Qty ?? 0, IN.INPrecision.QUANTITY);
try
{
rollupQty = IN.INUnitAttribute.ConvertFromBase(graph.Caches[pmt.GetType()], pmt.InventoryID, status.UOM, inBase, IN.INPrecision.QUANTITY);
}
catch (PX.Objects.IN.PXUnitConversionException ex)
{
IN.InventoryItem item = PXSelect <IN.InventoryItem, Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(graph, pmt.InventoryID);
string msg = PXMessages.LocalizeFormatNoPrefixNLA(Messages.UnitConversionNotDefinedForItemOnBudgetUpdate, item.BaseUnit, status.UOM, item.InventoryCD);
throw new PXException(msg, ex);
}
}
else
{
rollupQty = pmt.Qty ?? 0;
}
}
}
if (pmt.TaskID != null && (rollupQty != 0 || pmt.Amount != 0)) //TaskID will be null for Contract
{
PMProjectStatusAccum ps = new PMProjectStatusAccum();
ps.PeriodID = pmt.FinPeriodID;
ps.ProjectID = pmt.ProjectID;
ps.ProjectTaskID = pmt.TaskID;
ps.AccountGroupID = ag.GroupID;
ps.InventoryID = inventoryID;
ps.UOM = UOM;
if (status != null)
{
ps.IsProduction = status.IsProduction;
}
ps = (PMProjectStatusAccum)graph.Caches[typeof(PMProjectStatusAccum)].Insert(ps);
decimal amt = mult * pmt.Amount.GetValueOrDefault();
ps.ActualQty += rollupQty * mult;
ps.ActualAmount += amt;
graph.Views.Caches.Add(typeof(PMProjectStatusAccum));
#region PMTask Totals Update
PMTaskTotal ta = new PMTaskTotal();
ta.ProjectID = pmt.ProjectID;
ta.TaskID = pmt.TaskID;
ta = (PMTaskTotal)graph.Caches[typeof(PMTaskTotal)].Insert(ta);
string accType = null;
int multFix = 1; //flip back the sign if it was changed because of ag.Type<>acc.type
if (pmt.TranType == BatchModule.PM && acc != null && !string.IsNullOrEmpty(acc.Type))
{
//Only transactions that originated in PM were inverted and require to be fixed.
accType = ag.Type;
if (acc.Type != ag.Type)
{
multFix = -1;
}
}
else
{
accType = ag.Type;
}
switch (accType)
{
case AccountType.Asset:
ta.Asset += amt * multFix;
break;
case AccountType.Liability:
ta.Liability += amt * multFix;
break;
case AccountType.Income:
ta.Income += amt * multFix;
break;
case AccountType.Expense:
ta.Expense += amt * multFix;
break;
}
graph.Views.Caches.Add(typeof(PMTaskTotal));
#endregion
#region History
PMHistory hist = new PMHistory();
hist.ProjectID = pmt.ProjectID;
hist.ProjectTaskID = pmt.TaskID;
hist.AccountGroupID = ag.GroupID;
hist.InventoryID = pmt.InventoryID ?? PMProjectStatus.EmptyInventoryID;
hist.PeriodID = pmt.FinPeriodID;
decimal baseQty = 0;
list.Add(hist);
if (pmt.InventoryID != null && pmt.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID && rollupQty != 0)
{
baseQty = mult * PX.Objects.IN.INUnitAttribute.ConvertToBase(graph.Caches[typeof(PMHistory)], pmt.InventoryID, UOM, rollupQty, PX.Objects.IN.INPrecision.QUANTITY);
}
hist.FinPTDAmount = amt;
hist.FinYTDAmount = amt;
hist.FinPTDQty = baseQty;
hist.FinYTDQty = baseQty;
if (pmt.FinPeriodID == pmt.TranPeriodID)
{
hist.TranPTDAmount = amt;
hist.TranYTDAmount = amt;
hist.TranPTDQty = baseQty;
hist.TranYTDQty = baseQty;
}
else
{
PMHistory tranHist = new PMHistory();
tranHist.ProjectID = pmt.ProjectID;
tranHist.ProjectTaskID = pmt.TaskID;
tranHist.AccountGroupID = ag.GroupID;
tranHist.InventoryID = pmt.InventoryID ?? PM.PMProjectStatus.EmptyInventoryID;
tranHist.PeriodID = pmt.TranPeriodID;
list.Add(tranHist);
tranHist.TranPTDAmount = amt;
tranHist.TranYTDAmount = amt;
tranHist.TranPTDQty = baseQty;
tranHist.TranYTDQty = baseQty;
}
#endregion
}
return(list);
}
private bool IsBalanceExist()
{
PMProjectStatus status = PXSelect <PMProjectStatus, Where <PMProjectStatus.accountGroupID, Equal <Current <PMAccountGroup.groupID> > > > .SelectWindowed(this, 0, 1);
return(status != null);
}