public static bool ReleaseWithoutPost(List <PMRegister> list, bool isMassProcess, out List <ProcessInfo <Batch> > infoList)
{
bool failed = false;
infoList = new List <ProcessInfo <Batch> >();
if (!list.Any())
{
return(!failed);
}
RegisterReleaseProcess rg = PXGraph.CreateInstance <RegisterReleaseProcess>();
JournalEntry je = PXGraph.CreateInstance <JournalEntry>();
PMAllocator allocator = PXGraph.CreateInstance <PMAllocator>();
//Task may be IsActive=False - it may be completed. User cannot create transactions with this
//TaskID. But the system has to process the given task - hence override the FieldVerification in the Selector.
je.FieldVerifying.AddHandler <GLTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
je.FieldVerifying.AddHandler <GLTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
for (int i = 0; i < list.Count; i++)
{
ProcessInfo <Batch> info = new ProcessInfo <Batch>(i);
infoList.Add(info);
PMRegister doc = list[i];
try
{
List <PMTask> allocTasks;
info.Batches.AddRange(rg.Release(je, doc, out allocTasks));
allocator.Clear();
allocator.TimeStamp = je.TimeStamp;
if (allocTasks.Count > 0)
{
allocator.Execute(allocTasks);
allocator.Actions.PressSave();
}
if (allocator.Document.Current != null && rg.AutoReleaseAllocation)
{
List <PMTask> allocTasks2;
info.Batches.AddRange(rg.Release(je, allocator.Document.Current, out allocTasks2));
}
if (isMassProcess)
{
PXProcessing <PMRegister> .SetInfo(i, ActionsMessages.RecordProcessed);
}
}
catch (Exception e)
{
if (isMassProcess)
{
PXProcessing <PMRegister> .SetError(i, e is PXOuterException?e.Message + "\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages) : e.Message);
failed = true;
}
else
{
throw new PXMassProcessException(i, e);
}
}
}
return(!failed);
}
public virtual void RunProjectBalanceVerification(PMProject project)
{
PXDatabase.Delete <PMTaskTotal>(new PXDataFieldRestrict(typeof(PMTaskTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMTaskAllocTotal>(new PXDataFieldRestrict(typeof(PMTaskAllocTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMHistory>(new PXDataFieldRestrict(typeof(PMHistory.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
foreach (PMProjectStatusEx status in PXSelect <PMProjectStatusEx, Where <PMProjectStatusEx.projectID, Equal <Required <PMProjectStatusEx.projectID> > > > .Select(this, project.ContractID))
{
PXDatabase.Update <PMProjectStatus>(new PXDataFieldRestrict(typeof(PMProjectStatus.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldAssign(typeof(PMProjectStatus.actualAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMProjectStatus.actualQty).Name, PXDbType.Decimal, 0m));
PMHistory2Accum hist2 = new PMHistory2Accum();
hist2.ProjectID = status.ProjectID;
hist2.ProjectTaskID = status.ProjectTaskID;
hist2.AccountGroupID = status.AccountGroupID;
hist2.InventoryID = status.InventoryID ?? PMProjectStatus.EmptyInventoryID;
hist2.PeriodID = status.PeriodID;
hist2 = History2.Insert(hist2);
hist2.PTDBudgetAmount += status.Amount;
hist2.PTDBudgetQty += status.Qty;
hist2.BudgetAmount += status.Amount;
hist2.BudgetQty += status.Qty;
hist2.PTDRevisedAmount += status.RevisedAmount;
hist2.PTDRevisedQty += status.RevisedQty;
hist2.RevisedAmount += status.RevisedAmount;
hist2.RevisedQty += status.RevisedQty;
}
PXSelectBase <PMTran> select = new PXSelectJoin <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
InnerJoin <PMProject, On <PMProject.contractID, Equal <PMTran.projectID> >,
LeftJoin <PMTask, On <PMTask.projectID, Equal <PMTran.projectID>, And <PMTask.taskID, Equal <PMTran.taskID> > >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > > >(this);
foreach (PXResult <PMTran, Account, PMProject, PMTask, OffsetAccount, PMAccountGroup, OffsetPMAccountGroup> res in select.Select(project.ContractID))
{
PMTran tran = (PMTran)res;
Account acc = (Account)res;
PMAccountGroup ag = (PMAccountGroup)res;
OffsetAccount offsetAcc = (OffsetAccount)res;
OffsetPMAccountGroup offsetAg = (OffsetPMAccountGroup)res;
PMTask task = (PMTask)res;
IList <PMHistory> list = RegisterReleaseProcess.UpdateProjectBalance(this, task, tran, acc, ag, offsetAcc, offsetAg);
#region History Update
foreach (PMHistory item in list)
{
PMHistoryAccum hist = new PMHistoryAccum();
hist.ProjectID = item.ProjectID;
hist.ProjectTaskID = item.ProjectTaskID;
hist.AccountGroupID = item.AccountGroupID;
hist.InventoryID = item.InventoryID;
hist.PeriodID = item.PeriodID;
hist = History.Insert(hist);
hist.FinPTDAmount += item.FinPTDAmount.GetValueOrDefault();
hist.FinYTDAmount += item.FinYTDAmount.GetValueOrDefault();
hist.FinPTDQty += item.FinPTDQty.GetValueOrDefault();
hist.FinYTDQty += item.FinYTDQty.GetValueOrDefault();
hist.TranPTDAmount += item.TranPTDAmount.GetValueOrDefault();
hist.TranYTDAmount += item.TranYTDAmount.GetValueOrDefault();
hist.TranPTDQty += item.TranPTDQty.GetValueOrDefault();
hist.TranYTDQty += item.TranYTDQty.GetValueOrDefault();
}
#endregion
}
PXSelectBase <PMTran> select2 = new PXSelect <PMTran,
Where <PMTran.origProjectID, Equal <Required <PMTran.origProjectID> >,
And <PMTran.origTaskID, IsNotNull,
And <PMTran.origAccountGroupID, IsNotNull> > > >(this);
foreach (PMTran tran in select2.Select(project.ContractID))
{
PMTaskAllocTotalAccum tat = new PMTaskAllocTotalAccum();
tat.ProjectID = tran.OrigProjectID;
tat.TaskID = tran.OrigTaskID;
tat.AccountGroupID = tran.OrigAccountGroupID;
tat.InventoryID = tran.InventoryID;
tat = AllocationTotals.Insert(tat);
tat.Amount += tran.Amount;
tat.Quantity += tran.Qty;
}
foreach (PMProjectStatusAccum item in this.Caches[typeof(PMProjectStatusAccum)].Inserted)
{
Debug.Print("Task={0} AG={1} Qty={2} Amt={3}", item.ProjectTaskID, item.AccountGroupID, item.ActualQty, item.ActualAmount);
}
}
public virtual void RunProjectBalanceVerification(PMProject project, bool recalculateUnbilledSummary)
{
PXDatabase.Delete <PMTaskTotal>(new PXDataFieldRestrict(typeof(PMTaskTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMTaskAllocTotal>(new PXDataFieldRestrict(typeof(PMTaskAllocTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMHistory>(new PXDataFieldRestrict(typeof(PMHistory.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
if (recalculateUnbilledSummary)
{
PXDatabase.Delete <PMUnbilledDailySummary>(new PXDataFieldRestrict(typeof(PMUnbilledDailySummary.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
}
foreach (PMProjectStatusEx status in PXSelect <PMProjectStatusEx, Where <PMProjectStatusEx.projectID, Equal <Required <PMProjectStatusEx.projectID> > > > .Select(this, project.ContractID))
{
PXDatabase.Update <PMProjectStatus>(new PXDataFieldRestrict(typeof(PMProjectStatus.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldAssign(typeof(PMProjectStatus.actualAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMProjectStatus.actualQty).Name, PXDbType.Decimal, 0m));
PMHistory2Accum hist2 = new PMHistory2Accum();
hist2.ProjectID = status.ProjectID;
hist2.ProjectTaskID = status.ProjectTaskID;
hist2.AccountGroupID = status.AccountGroupID;
hist2.InventoryID = status.InventoryID ?? PMProjectStatus.EmptyInventoryID;
hist2.PeriodID = status.PeriodID;
hist2 = History2.Insert(hist2);
hist2.PTDBudgetAmount += status.Amount;
hist2.PTDBudgetQty += status.Qty;
hist2.BudgetAmount += status.Amount;
hist2.BudgetQty += status.Qty;
hist2.PTDRevisedAmount += status.RevisedAmount;
hist2.PTDRevisedQty += status.RevisedQty;
hist2.RevisedAmount += status.RevisedAmount;
hist2.RevisedQty += status.RevisedQty;
}
PXSelectBase <PMTran> select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
Sum <PMTran.qty,
Sum <PMTran.amount> > > > > > > > > > > > > > > >(this);
if (recalculateUnbilledSummary)
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.date,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
Sum <PMTran.qty,
Sum <PMTran.amount,
Max <PMTran.billable,
Max <PMTran.billed,
Max <PMTran.reversed> > > > > > > > > > > > > > > > > > > >(this);
}
else
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
Sum <PMTran.qty,
Sum <PMTran.amount> > > > > > > > > > > > > > > >(this);
}
foreach (PXResult <PMTran, Account, OffsetAccount, PMAccountGroup, OffsetPMAccountGroup> res in select.Select(project.ContractID))
{
PMTran tran = (PMTran)res;
Account acc = (Account)res;
PMAccountGroup ag = (PMAccountGroup)res;
OffsetAccount offsetAcc = (OffsetAccount)res;
OffsetPMAccountGroup offsetAg = (OffsetPMAccountGroup)res;
//suppose we have allocated unbilled 100 - unearned 100
//during billing we reduced the amount to 80.
//as a result of this. only 80 will be reversed. leaving 20 on the unbilled.
//plus a remainder transaction will be generated. (if we allow this remainder to update balance it will add additional 20 to the unbilled.)
if (tran.RemainderOfTranID != null)
{
continue; //skip remainder transactions.
}
IList <PMHistory> list = RegisterReleaseProcess.UpdateProjectBalance(this, tran, acc, ag, offsetAcc, offsetAg);
RegisterReleaseProcess.AddToUnbilledSummary(this, tran);
#region History Update
foreach (PMHistory item in list)
{
PMHistoryAccum hist = new PMHistoryAccum();
hist.ProjectID = item.ProjectID;
hist.ProjectTaskID = item.ProjectTaskID;
hist.AccountGroupID = item.AccountGroupID;
hist.InventoryID = item.InventoryID;
hist.PeriodID = item.PeriodID;
hist = History.Insert(hist);
hist.FinPTDAmount += item.FinPTDAmount.GetValueOrDefault();
hist.FinYTDAmount += item.FinYTDAmount.GetValueOrDefault();
hist.FinPTDQty += item.FinPTDQty.GetValueOrDefault();
hist.FinYTDQty += item.FinYTDQty.GetValueOrDefault();
hist.TranPTDAmount += item.TranPTDAmount.GetValueOrDefault();
hist.TranYTDAmount += item.TranYTDAmount.GetValueOrDefault();
hist.TranPTDQty += item.TranPTDQty.GetValueOrDefault();
hist.TranYTDQty += item.TranYTDQty.GetValueOrDefault();
}
#endregion
}
PXSelectBase <PMTran> select2 = new PXSelect <PMTran,
Where <PMTran.origProjectID, Equal <Required <PMTran.origProjectID> >,
And <PMTran.origTaskID, IsNotNull,
And <PMTran.origAccountGroupID, IsNotNull> > > >(this);
foreach (PMTran tran in select2.Select(project.ContractID))
{
PMTaskAllocTotalAccum tat = new PMTaskAllocTotalAccum();
tat.ProjectID = tran.OrigProjectID;
tat.TaskID = tran.OrigTaskID;
tat.AccountGroupID = tran.OrigAccountGroupID;
tat.InventoryID = tran.InventoryID;
tat = AllocationTotals.Insert(tat);
tat.Amount += tran.Amount;
tat.Quantity += tran.Qty;
}
//foreach (PMProjectStatusAccum item in this.Caches[typeof(PMProjectStatusAccum)].Inserted)
//{
// Debug.Print("Task={0} AG={1} Qty={2} Amt={3}", item.ProjectTaskID, item.AccountGroupID, item.ActualQty, item.ActualAmount);
//}
}
public virtual void RunProjectBalanceVerification(PMProject project, PMValidationFilter options)
{
InitAccountGroup();
PXDatabase.Delete <PMTaskTotal>(new PXDataFieldRestrict(typeof(PMTaskTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMTaskAllocTotal>(new PXDataFieldRestrict(typeof(PMTaskAllocTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMHistory>(new PXDataFieldRestrict(typeof(PMHistory.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMCommitment>(new PXDataFieldRestrict(typeof(PMCommitment.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMCommitment.type).Name, PXDbType.Char, 1, PMCommitmentType.Internal, PXComp.EQ));
if (options.RecalculateUnbilledSummary == true)
{
PXDatabase.Delete <PMUnbilledDailySummary>(new PXDataFieldRestrict(typeof(PMUnbilledDailySummary.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
}
ProjectBalance pb = CreateProjectBalance();
Dictionary <BudgetKeyTuple, PMBudgetEx> existingBudgetRecords = new Dictionary <BudgetKeyTuple, PMBudgetEx>();
if (options.RecalculateChangeOrders == true && project.ChangeOrderWorkflow == true)
{
var selectBudget = new PXSelect <PMBudgetEx, Where <PMBudgetEx.projectID, Equal <Required <PMBudgetEx.projectID> > > >(this);
using (new PXFieldScope(selectBudget.View, typeof(PMBudgetEx.projectID), typeof(PMBudgetEx.projectTaskID)
, typeof(PMBudgetEx.accountGroupID), typeof(PMBudgetEx.inventoryID), typeof(PMBudgetEx.costCodeID)
, typeof(PMBudgetEx.uOM), typeof(PMBudgetEx.qty), typeof(PMBudgetEx.amount)))
{
foreach (PMBudgetEx record in selectBudget.Select(project.ContractID))
{
existingBudgetRecords.Add(GetKey(record), record);
List <PXDataFieldParam> list = BuildBudgetClearCommandWithChangeOrders(options, record);
PXDatabase.Update <PMBudget>(list.ToArray());
}
}
}
else
{
HashSet <int> clearedAccountGroups = new HashSet <int>();
var selectBudget = new PXSelect <PMBudgetEx, Where <PMBudgetEx.projectID, Equal <Required <PMBudgetEx.projectID> > > >(this);
using (new PXFieldScope(selectBudget.View, typeof(PMBudgetEx.projectID), typeof(PMBudgetEx.projectTaskID)
, typeof(PMBudgetEx.accountGroupID), typeof(PMBudgetEx.inventoryID), typeof(PMBudgetEx.costCodeID)
, typeof(PMBudgetEx.uOM)))
{
foreach (PMBudgetEx record in selectBudget.Select(project.ContractID))
{
existingBudgetRecords.Add(GetKey(record), record);
if (!clearedAccountGroups.Contains(record.AccountGroupID.Value))
{
List <PXDataFieldParam> list = BuildBudgetClearCommand(options, record);
PXDatabase.Update <PMBudget>(list.ToArray());
clearedAccountGroups.Add(record.AccountGroupID.Value);
}
}
}
}
PXSelectBase <PMTran> select = null;
if (options.RecalculateUnbilledSummary == true)
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.date,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
GroupBy <PMTran.duplicateOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount,
Max <PMTran.billable,
GroupBy <PMTran.billed,
GroupBy <PMTran.reversed> > > > > > > > > > > > > > > > > > > > > > >(this);
}
else
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
GroupBy <PMTran.duplicateOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount> > > > > > > > > > > > > > > > > > >(this);
}
foreach (PXResult <PMTran, Account, OffsetAccount, PMAccountGroup, OffsetPMAccountGroup> res in select.Select(project.ContractID))
{
PMTran tran = (PMTran)res;
RegisterReleaseProcess.AddToUnbilledSummary(this, tran);
//suppose we have allocated unbilled 100 - unearned 100
//during billing we reduced the amount to 80.
//as a result of this. only 80 will be reversed. leaving 20 on the unbilled.
//plus a remainder transaction will be generated. (if we allow this remainder to update balance it will add additional 20 to the unbilled.)
if (tran.RemainderOfTranID != null)
{
continue; //skip remainder transactions.
}
ProcessTransaction(project, res, pb);
}
RebuildAllocationTotals(project);
if (options.RebuildCommitments == true)
{
ProcessPOCommitments(project);
ProcessSOCommitments(project);
ProcessExternalCommitments(project);
}
if (options.RecalculateDraftInvoicesAmount == true)
{
RecalculateDraftInvoicesAmount(project, pb);
}
if (options.RecalculateChangeOrders == true && project.ChangeOrderWorkflow == true)
{
RecalculateChangeOrders(project, pb, existingBudgetRecords);
}
InitCostCodeOnModifiedEntities();
}
public virtual void RunProjectBalanceVerification(PMProject project, PMValidationFilter options)
{
InitAccountGroup();
PXDatabase.Delete <PMTaskTotal>(new PXDataFieldRestrict(typeof(PMTaskTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMTaskAllocTotal>(new PXDataFieldRestrict(typeof(PMTaskAllocTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMHistory>(new PXDataFieldRestrict(typeof(PMHistory.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMCommitment>(new PXDataFieldRestrict(typeof(PMCommitment.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMCommitment.type).Name, PXDbType.Char, 1, PMCommitmentType.Internal, PXComp.EQ));
if (options.RecalculateUnbilledSummary == true)
{
PXDatabase.Delete <PMUnbilledDailySummary>(new PXDataFieldRestrict(typeof(PMUnbilledDailySummary.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
}
ProjectBalance pb = CreateProjectBalance();
var selectAggregateBudget = new PXSelectGroupBy <PMBudgetEx, Where <PMBudgetEx.projectID, Equal <Required <PMBudgetEx.projectID> > >,
Aggregate <GroupBy <PMBudgetEx.projectID, GroupBy <PMBudgetEx.accountGroupID> > > >(this);
foreach (PMBudgetEx status in selectAggregateBudget.Select(project.ContractID))
{
if (options.RecalculateDraftInvoicesAmount == true)
{
PXDatabase.Update <PMBudget>(
new PXDataFieldRestrict(typeof(PMBudget.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMBudget.accountGroupID).Name, PXDbType.Int, 4, status.AccountGroupID, PXComp.EQ),
new PXDataFieldAssign(typeof(PMBudget.type).Name, PXDbType.Char, 1, GetAccountGroupType(status.AccountGroupID)),
new PXDataFieldAssign(typeof(PMBudget.invoicedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.actualAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.actualQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedReceivedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedQty).Name, PXDbType.Decimal, 0m)
);
}
else
{
PXDatabase.Update <PMBudget>(
new PXDataFieldRestrict(typeof(PMBudget.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMBudget.accountGroupID).Name, PXDbType.Int, 4, status.AccountGroupID, PXComp.EQ),
new PXDataFieldAssign(typeof(PMBudget.type).Name, PXDbType.Char, 1, GetAccountGroupType(status.AccountGroupID)),
new PXDataFieldAssign(typeof(PMBudget.actualAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.actualQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedReceivedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedQty).Name, PXDbType.Decimal, 0m)
);
}
}
PXSelectBase <PMTran> select = null;
if (options.RecalculateUnbilledSummary == true)
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.date,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount,
Max <PMTran.billable,
GroupBy <PMTran.billed,
GroupBy <PMTran.reversed> > > > > > > > > > > > > > > > > > > > > >(this);
}
else
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount> > > > > > > > > > > > > > > > > >(this);
}
foreach (PXResult <PMTran, Account, OffsetAccount, PMAccountGroup, OffsetPMAccountGroup> res in select.Select(project.ContractID))
{
PMTran tran = (PMTran)res;
RegisterReleaseProcess.AddToUnbilledSummary(this, tran);
//suppose we have allocated unbilled 100 - unearned 100
//during billing we reduced the amount to 80.
//as a result of this. only 80 will be reversed. leaving 20 on the unbilled.
//plus a remainder transaction will be generated. (if we allow this remainder to update balance it will add additional 20 to the unbilled.)
if (tran.RemainderOfTranID != null)
{
continue; //skip remainder transactions.
}
ProcessTransaction(res, pb);
}
RebuildAllocationTotals(project);
if (options.RebuildCommitments == true)
{
ProcessPOCommitments(project);
ProcessSOCommitments(project);
ProcessExternalCommitments(project);
}
if (options.RecalculateDraftInvoicesAmount == true)
{
RecalculateDraftInvoicesAmount(project, pb);
}
}
