public virtual PMBudgetLite SelectProjectBalance(PMAccountGroup ag, PMProject project, int?taskID, int?inventoryID, int?costCodeID, out bool isExisting)
{
BudgetKeyTuple key = new BudgetKeyTuple(project.ContractID.Value, taskID.Value, ag.GroupID.Value, inventoryID.GetValueOrDefault(PMInventorySelectorAttribute.EmptyInventoryID), costCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()));
string budgetLevel = BudgetLevels.Task;
string updateMode = CostBudgetUpdateModes.Summary;
if (ag.Type == GL.AccountType.Income)
{
budgetLevel = project.BudgetLevel;
updateMode = settings.RevenueBudgetUpdateMode;
}
else if (ag.IsExpense == true)
{
budgetLevel = project.CostBudgetLevel;
updateMode = settings.CostBudgetUpdateMode;
}
PMBudgetLite target = SelectExistingBalance(key, budgetLevel, updateMode);
if (target != null)
{
isExisting = true;
}
else
{
isExisting = false;
target = BuildTarget(key, ag, budgetLevel, updateMode);
}
return(target);
}
protected virtual List <PMBudgetLite> SelectExistingBalances(BudgetKeyTuple key, string budgetLevel, string budgetUpdateMode)
{
List <int?> costCodes = new List <int?>();
List <int?> items = new List <int?>();
if (budgetLevel == BudgetLevels.Task)
{
items.Add(PMInventorySelectorAttribute.EmptyInventoryID);
costCodes.Add(CostCodeAttribute.DefaultCostCode);
}
else if (budgetLevel == BudgetLevels.Item)
{
items.Add(key.InventoryID);
costCodes.Add(CostCodeAttribute.DefaultCostCode);
if (budgetUpdateMode == CostBudgetUpdateModes.Summary && key.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
items.Add(PMInventorySelectorAttribute.EmptyInventoryID);
}
}
else if (budgetLevel == BudgetLevels.CostCode)
{
items.Add(PMInventorySelectorAttribute.EmptyInventoryID);
costCodes.Add(key.CostCodeID);
if (budgetUpdateMode == CostBudgetUpdateModes.Summary && key.CostCodeID != CostCodeAttribute.DefaultCostCode)
{
costCodes.Add(CostCodeAttribute.DefaultCostCode);
}
}
else if (budgetLevel == BudgetLevels.Detail)
{
items.Add(key.InventoryID);
costCodes.Add(key.CostCodeID);
if (budgetUpdateMode == CostBudgetUpdateModes.Summary && key.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
items.Add(PMInventorySelectorAttribute.EmptyInventoryID);
}
if (budgetUpdateMode == CostBudgetUpdateModes.Summary && key.CostCodeID != CostCodeAttribute.DefaultCostCode)
{
costCodes.Add(CostCodeAttribute.DefaultCostCode);
}
}
else
{
throw new ArgumentException(string.Format("Unknown budget level = {0}", budgetLevel), nameof(budgetLevel));
}
return(SelectExistingBalances(key.ProjectID, key.ProjectTaskID, key.AccountGroupID, costCodes.ToArray(), items.ToArray()));
}
public virtual void RecalculateChangeOrders(PMProject project, ProjectBalance projectBalance, Dictionary <BudgetKeyTuple, PMBudgetEx> existingBudgetRecords)
{
var select = new PXSelect <PMChangeOrderBudget,
Where <PMChangeOrderBudget.projectID, Equal <Required <PMChangeOrderBudget.projectID> >,
And <PMChangeOrderBudget.released, Equal <True> > > >(this);
foreach (PMChangeOrderBudget change in select.Select(project.ContractID))
{
BudgetKeyTuple key = GetKey(change);
PMBudgetEx existing = null;
if (existingBudgetRecords.TryGetValue(key, out existing))
{
PMBudgetAccum budget = new PMBudgetAccum();
budget.ProjectID = key.ProjectID;
budget.ProjectTaskID = key.ProjectTaskID;
budget.AccountGroupID = key.AccountGroupID;
budget.InventoryID = key.InventoryID;
budget.CostCodeID = key.CostCodeID;
budget = Budget.Insert(budget);
budget.ChangeOrderAmount += change.Amount.GetValueOrDefault();
budget.RevisedAmount += change.Amount.GetValueOrDefault();
var rollup = projectBalance.CalculateRollupQty <PMChangeOrderBudget>(change, existing);
if (rollup.Qty.GetValueOrDefault() != 0)
{
budget.ChangeOrderQty += change.Qty.GetValueOrDefault();
budget.RevisedQty += change.Qty.GetValueOrDefault();
}
}
else
{
PMAccountGroup accountGroup = null;
if (AccountGroups.TryGetValue(key.AccountGroupID, out accountGroup))
{
PMBudgetAccum budget = new PMBudgetAccum();
budget.ProjectID = key.ProjectID;
budget.ProjectTaskID = key.ProjectTaskID;
budget.AccountGroupID = key.AccountGroupID;
budget.InventoryID = key.InventoryID;
budget.CostCodeID = key.CostCodeID;
budget.Type = accountGroup.IsExpense == true ? GL.AccountType.Expense : accountGroup.Type;
budget = Budget.Insert(budget);
budget.ChangeOrderAmount += change.Amount.GetValueOrDefault();
budget.RevisedAmount += change.Amount.GetValueOrDefault();
}
}
}
}
protected virtual PMBudgetLite SelectExistingBalance(BudgetKeyTuple key, string budgetLevel, string budgetUpdateMode)
{
PMBudgetLite result = null;
PMBudgetLite fallback = null;
foreach (PMBudgetLite budget in SelectExistingBalances(key, budgetLevel, budgetUpdateMode))
{
if (budget.CostCodeID == key.CostCodeID && budget.InventoryID == key.InventoryID)
{
result = budget;
break;
}
else
{
if (budgetLevel == BudgetLevels.CostCode)
{
if (budget.InventoryID == PMInventorySelectorAttribute.EmptyInventoryID && budget.CostCodeID == key.CostCodeID)
{
result = budget;
break;
}
}
else
{
if (budget.InventoryID == key.InventoryID && budget.CostCodeID == CostCodeAttribute.DefaultCostCode)
{
result = budget;
break;
}
}
if (budget.InventoryID == PMInventorySelectorAttribute.EmptyInventoryID && budget.CostCodeID == CostCodeAttribute.DefaultCostCode)
{
fallback = budget;
}
}
}
return(result ?? fallback);
}
protected virtual PMBudgetLite BuildTarget(BudgetKeyTuple key, PMAccountGroup accountGroup, string budgetLevel, string budgetUpdateMode)
{
if (accountGroup == null)
{
throw new ArgumentNullException(nameof(accountGroup));
}
if (accountGroup.GroupID != key.AccountGroupID)
{
throw new ArgumentException("AccountGroup doesnot match key.AccountGroupID");
}
PMBudgetLite target = new PMBudgetLite();
target.ProjectID = key.ProjectID;
target.ProjectTaskID = key.ProjectTaskID;
target.AccountGroupID = key.AccountGroupID;
target.InventoryID = PMInventorySelectorAttribute.EmptyInventoryID;
target.CostCodeID = CostCodeAttribute.GetDefaultCostCode();
target.IsProduction = false;
target.Type = accountGroup.IsExpense == true ? GL.AccountType.Expense : accountGroup.Type;
if (budgetLevel == BudgetLevels.Task)
{
//default
}
else if (budgetLevel == BudgetLevels.Item)
{
target.InventoryID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? PMInventorySelectorAttribute.EmptyInventoryID : key.InventoryID;
if (target.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(graph, target.InventoryID);
if (item != null)
{
target.Description = item.Descr;
target.UOM = item.BaseUnit;
}
}
}
else if (budgetLevel == BudgetLevels.CostCode)
{
target.CostCodeID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? CostCodeAttribute.GetDefaultCostCode() : key.CostCodeID;
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, target.CostCodeID);
if (costCode != null)
{
target.Description = costCode.Description;
}
}
else if (budgetLevel == BudgetLevels.Detail)
{
target.InventoryID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? PMInventorySelectorAttribute.EmptyInventoryID : key.InventoryID;
target.CostCodeID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? CostCodeAttribute.GetDefaultCostCode() : key.CostCodeID;
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, target.CostCodeID);
if (costCode != null)
{
target.Description = costCode.Description;
}
}
else
{
throw new ArgumentException(string.Format("Unknown budget level = {0}", budgetLevel), nameof(budgetLevel));
}
return(target);
}