protected virtual void MISC1099EFileFilter_RowUpdated(PXCache sender, PXRowUpdatedEventArgs e)
{
MISC1099EFileFilter oldRow = (MISC1099EFileFilter)e.OldRow;
MISC1099EFileFilter newRow = (MISC1099EFileFilter)e.Row;
if (oldRow.FinYear != newRow.FinYear || oldRow.MasterBranchID != newRow.MasterBranchID)
{
Records.Cache.Clear();
}
}
public TransmitterTRecord CreateTransmitterRecord(OrganizationBAccount orgBAccount,
Organization organization,
Contact rowMainContact,
Address rowMainAddress,
MISC1099EFileFilter filter,
int totalPayeeB)
{
return(new TransmitterTRecord
{
RecordType = "T",
PaymentYear = filter.FinYear,
PriorYearDataIndicator = filter.IsPriorYear == true ? "P" : string.Empty,
TransmitterTIN = orgBAccount.TaxRegistrationID,
TransmitterControlCode = organization.TCC,
Blank1 = string.Empty,
TestFileIndicator = filter.IsTestMode == true ? "T" : string.Empty,
ForeignEntityIndicator = organization.ForeignEntity == true ? "1" : string.Empty,
TransmitterName = rowMainContact.FullName.Trim(),
CompanyName = rowMainContact.FullName.Trim(),
CompanyMailingAddress = string.Concat(rowMainAddress.AddressLine1, rowMainAddress.AddressLine2),
CompanyCity = rowMainAddress.City,
CompanyState = rowMainAddress.State,
CompanyZipCode = rowMainAddress.PostalCode,
Blank2 = string.Empty,
//Setup at the end - dependent of Payee B records
TotalNumberofPayees = totalPayeeB.ToString(),
ContactName = organization.ContactName,
ContactTelephoneAndExt = organization.CTelNumber,
ContactEmailAddress = organization.CEmail,
Blank3 = string.Empty,
RecordSequenceNumber = (++RecordCounter).ToString(),
Blank4 = string.Empty,
VendorIndicator = "V",
VendorName = TRecordVendorInfo.VendorName,
VendorMailingAddress = TRecordVendorInfo.VendorMailingAddress,
VendorCity = TRecordVendorInfo.VendorCity,
VendorState = TRecordVendorInfo.VendorState,
VendorZipCode = TRecordVendorInfo.VendorZipCode,
VendorContactName = TRecordVendorInfo.VendorContactName,
VendorContactTelephoneAndExt = TRecordVendorInfo.VendorContactTelephoneAndExt,
Blank5 = string.Empty,
#region Check - Vendor or Branch?
VendorForeignEntityIndicator = TRecordVendorInfo.VendorForeignEntityIndicator,
#endregion
Blank6 = string.Empty,
Blank7 = string.Empty,
});
}
public PayerRecordA CreatePayerARecord(OrganizationBAccount orgBAccount,
Organization organization,
Contact rowMainContact,
Address rowMainAddress,
LocationExtAddress rowShipInfo,
Contact rowShipContact,
MISC1099EFileFilter filter)
{
string companyName1 = rowMainContact.FullName.Trim();
string companyName2 = string.Empty;
if (companyName1.Length > 40)
{
companyName2 = companyName1.Substring(40);
companyName1 = companyName1.Substring(0, 40);
}
return(new PayerRecordA
{
RecordType = "A",
PaymentYear = filter.FinYear,
CombinedFederalORStateFiler = organization.CFSFiler == true ? "1" : string.Empty,
Blank1 = string.Empty,
PayerTaxpayerIdentificationNumberTIN = orgBAccount.TaxRegistrationID,
PayerNameControl = organization.NameControl,
LastFilingIndicator = filter.IsLastFiling == true ? "1" : string.Empty,
TypeofReturn = "A",
AmountCodes = (filter.ReportingDirectSalesOnly == true) ? "1" : "12345678ABCDE",
Blank2 = string.Empty,
ForeignEntityIndicator = organization.ForeignEntity == true ? "1" : string.Empty,
FirstPayerNameLine = companyName1,
SecondPayerNameLine = companyName2,
#region Check with Gabriel, we need Transfer Agent or no
TransferAgentIndicator = "0",
#endregion
PayerShippingAddress = string.Concat(rowShipInfo.AddressLine1, rowShipInfo.AddressLine2),
PayerCity = rowShipInfo.City,
PayerState = rowShipInfo.State,
PayerZipCode = rowShipInfo.PostalCode,
PayerTelephoneAndExt = rowShipContact.Phone1,
Blank3 = string.Empty,
RecordSequenceNumber = (++RecordCounter).ToString(),
Blank4 = string.Empty,
Blank5 = string.Empty
});
}
protected virtual void MISC1099EFileFilter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
MISC1099EFileFilter rowfilter = e.Row as MISC1099EFileFilter;
if (rowfilter == null)
{
return;
}
Records.SetProcessDelegate(
delegate(List <MISC1099EFileProcessingInfo> list)
{
MISC1099EFileProcessing graph = CreateInstance <MISC1099EFileProcessing>();
graph.Process(list, rowfilter);
});
if (rowfilter.Include == MISC1099EFileFilter.include.AllMarkedOrganizations)
{
string unmarkedOrganizations = PXSelectJoinGroupBy <Organization,
InnerJoin <Branch,
On <Organization.organizationID, Equal <Branch.organizationID> > >,
Where2 <Where <Organization.reporting1099, NotEqual <True>, Or <Organization.reporting1099, IsNull> >,
And <MatchWithBranch <Branch.branchID> > >,
Aggregate <GroupBy <Organization.organizationID> > > .SelectWindowed(this, 0, 10)
.RowCast <Organization>()
.Select(organization => organization.OrganizationCD)
.JoinToString(", ");
sender.RaiseExceptionHandling <MISC1099EFileFilter.include>(rowfilter, rowfilter.Include,
!string.IsNullOrEmpty(unmarkedOrganizations)
? new PXSetPropertyException(Messages.Unefiled1099Organizations, PXErrorLevel.Warning, unmarkedOrganizations)
: null);
}
else
{
sender.RaiseExceptionHandling <MISC1099EFileFilter.include>(rowfilter, rowfilter.Include, null);
}
}
public PayeeRecordB CreatePayeeBRecord(BranchMaint graph, BranchMaint.BranchBAccount branchRow, MISC1099EFileProcessingInfo Record1099, MISC1099EFileFilter filter)
{
PayeeRecordB bRecord;
graph.Caches <AP1099History>().ClearQueryCache();
using (new PXReadBranchRestrictedScope(Record1099.PayerBranchID))
{
VendorR rowVendor = PXSelect <VendorR, Where <VendorR.bAccountID, Equal <Required <VendorR.bAccountID> > > > .Select(graph, Record1099.VendorID);
Contact rowVendorContact = PXSelect <Contact,
Where <Contact.bAccountID, Equal <Required <BAccount.bAccountID> >,
And <Contact.contactID, Equal <Required <BAccount.defContactID> > > > > .Select(graph, rowVendor.BAccountID, rowVendor.DefContactID);
Address rowVendorAddress = PXSelect <Address,
Where <Address.bAccountID, Equal <Required <BAccount.bAccountID> >,
And <Address.addressID, Equal <Required <BAccount.defAddressID> > > > > .Select(graph, rowVendor.BAccountID, rowVendor.DefAddressID);
LocationExtAddress rowVendorShipInfo = PXSelect <LocationExtAddress,
Where <LocationExtAddress.locationBAccountID, Equal <Required <BAccount.bAccountID> >,
And <LocationExtAddress.locationID, Equal <Required <BAccount.defLocationID> > > > > .Select(graph, rowVendor.BAccountID, rowVendor.DefLocationID);
List <AP1099History> amtList1099 = PXSelectJoinGroupBy <AP1099History,
InnerJoin <AP1099Box, On <AP1099History.boxNbr, Equal <AP1099Box.boxNbr> > >,
Where <AP1099History.vendorID, Equal <Required <AP1099History.vendorID> >,
And <AP1099History.finYear, Equal <Required <AP1099History.finYear> > > >,
Aggregate <
GroupBy <AP1099History.boxNbr,
Sum <AP1099History.histAmt> > > >
.Select(graph, Record1099.VendorID, filter.FinYear)
.Where(res => res.GetItem <AP1099History>().HistAmt >= res.GetItem <AP1099Box>().MinReportAmt)
.RowCast <AP1099History>()
.ToList();
if ((amtList1099.Sum(hist => hist.HistAmt) ?? 0m) == 0m)
{
return(null);
}
bRecord = new PayeeRecordB
{
RecordType = "B",
PaymentYear = filter.FinYear,
//ALWAYS G since we have one Payee record per file.
CorrectedReturnIndicator = filter.IsCorrectionReturn == true ? "G" : string.Empty,
NameControl = string.Empty,
#region confirmed with Gabriel - ALWAYS Business
TypeOfTIN = "1",
#endregion
PayerTaxpayerIdentificationNumberTIN = rowVendorShipInfo.TaxRegistrationID,
PayerAccountNumberForPayee = rowVendor.AcctCD,
#region Check with Gabriel, not sure about this
PayerOfficeCode = string.Empty,
#endregion
Blank1 = string.Empty,
PaymentAmount1 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 1)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount2 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 2)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount3 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 3)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount4 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 4)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount5 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 5)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount6 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 6)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount7 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 7)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmount8 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 8)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
//
//Need Box 11???
PaymentAmount9 = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 9)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
//
PaymentAmountA = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 10)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountB = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 13)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountC = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 14)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
Payment = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 151)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountE = filter.ReportingDirectSalesOnly == true ? 0m : Math.Round((amtList1099.FirstOrDefault(v => (v != null && v.BoxNbr == 152)) ?? new AP1099Hist {
HistAmt = 0m
}).HistAmt ?? 0m, 2),
PaymentAmountF = 0m,
PaymentAmountG = 0m,
ForeignCountryIndicator = rowVendor.ForeignEntity == true ? "1" : string.Empty,
PayeeNameLine = rowVendorContact.FullName,
Blank2 = string.Empty,
PayeeMailingAddress = string.Concat(rowVendorAddress.AddressLine1, rowVendorAddress.AddressLine2),
Blank3 = string.Empty,
PayeeCity = rowVendorAddress.City,
PayeeState = rowVendorAddress.State,
PayeeZipCode = rowVendorAddress.PostalCode,
Blank4 = string.Empty,
RecordSequenceNumber = (++RecordCounter).ToString(),
Blank5 = string.Empty,
#region Confirmed with Gabriel, Skip for now
SecondTINNotice = string.Empty,
#endregion
Blank6 = string.Empty,
#region Check - Dependent on Box 9 - check in 3rd party
DirectSalesIndicator = GetDirectSaleIndicator(graph, Record1099.VendorID.Value, filter.FinYear),
#endregion
FATCA = rowVendor.FATCA == true ? "1": string.Empty,
Blank7 = string.Empty,
#region Confirmed with Gabriel, skip for now
SpecialDataEntries = string.Empty,
StateIncomeTaxWithheld = string.Empty,
LocalIncomeTaxWithheld = string.Empty,
#endregion
CombineFederalOrStateCode = branchRow.CFSFiler == true?GetCombinedFederalOrStateCode(rowVendorAddress.State) : string.Empty,
Blank8 = string.Empty,
};
}
return(bRecord);
}
public void Process(List <MISC1099EFileProcessingInfo> records, MISC1099EFileFilter filter)
{
using (new PXReadBranchRestrictedScope(MarkedBranches))
{
using (MemoryStream stream = new MemoryStream())
{
using (StreamWriter sw = new StreamWriter(stream, Encoding.Unicode))
{
BranchMaint graph = CreateInstance <BranchMaint>();
foreach (PXResult <Branch, BranchMaint.BranchBAccount, Contact, Address, LocationExtAddress> transmitter in Payer.Select(filter.MasterBranchID))
{
TransmitterTRecord trecord = CreateTransmitterRecord(transmitter, transmitter, transmitter, filter, 0);
List <object> data1099Misc = new List <object> {
trecord
};
List <IGrouping <int?, MISC1099EFileProcessingInfo> > groups = records.GroupBy(rec => rec.PayerBranchID).ToList();
foreach (IGrouping <int?, MISC1099EFileProcessingInfo> group in groups)
{
foreach (PXResult <Branch, BranchMaint.BranchBAccount, Contact, Address, LocationExtAddress> payer in Payer.Select(@group.Key))
{
Contact rowShipContact = PXSelectJoin <Contact,
InnerJoin <Location, On <Contact.bAccountID, Equal <Location.bAccountID>,
And <Contact.contactID, Equal <Location.defContactID> > > >,
Where <Location.bAccountID, Equal <Required <BAccount.bAccountID> >,
And <Location.locationID, Equal <Required <BAccount.defLocationID> > > > >
.Select(graph, ((BranchMaint.BranchBAccount)payer).BranchBAccountID, ((BranchMaint.BranchBAccount)payer).DefLocationID);
data1099Misc.Add(CreatePayerARecord(payer, payer, payer, payer, rowShipContact, filter));
List <PayeeRecordB> payeeRecs = new List <PayeeRecordB>();
foreach (MISC1099EFileProcessingInfo rec in @group)
{
PXProcessing <AP1099History> .SetCurrentItem(rec);
payeeRecs.Add(CreatePayeeBRecord(graph, payer, rec, filter));
PXProcessing <AP1099History> .SetProcessed();
}
payeeRecs = payeeRecs.WhereNotNull().ToList();
trecord.TotalNumberofPayees = payeeRecs.Count.ToString();
data1099Misc.AddRange(payeeRecs);
data1099Misc.Add(CreateEndOfPayerRecordC(payeeRecs));
//If combined State Filer then only generate K Record.
if (((Branch)payer).CFSFiler == true)
{
data1099Misc.AddRange(payeeRecs
.Where(x => !string.IsNullOrWhiteSpace(x.PayeeState))
.GroupBy(x => x.PayeeState.Trim(), StringComparer.CurrentCultureIgnoreCase)
.Select(y => CreateStateTotalsRecordK(y.ToList()))
.Where(kRecord => kRecord != null));
}
}
}
data1099Misc.Add(CreateEndOfTransmissionRecordF(groups.Count, records.Count));
//Write to file
FixedLengthFile flatFile = new FixedLengthFile();
flatFile.WriteToFile(data1099Misc, sw);
sw.Flush();
const string path = "1099-MISC.txt";
PX.SM.FileInfo info = new PX.SM.FileInfo(path, null, stream.ToArray());
throw new PXRedirectToFileException(info, true);
}
}
}
}
}
