protected virtual void RequestSSToken()
{
PMSetup pmSetupRow = PXSelect <PMSetup> .Select(Base);
PMSetupSSExt pmSetupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(pmSetupRow);
string loginScopeCompany = PXDatabase.Companies.Length > 0 ? PXAccess.GetCompanyName() : String.Empty;
string currentScope = String.Format(",{0},{1}", Base.Accessinfo.UserName, loginScopeCompany);
if (pmSetupSSExtRow != null && pmSetupSSExtRow.UsrSmartsheetClientID != null)
{
string smartsheetRedirect = SmartsheetConstants.SSCodeRequest.ENDPOINT;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.RESPONSE_TYPE;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.CLIENT_ID + pmSetupSSExtRow.UsrSmartsheetClientID;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.SCOPE;
smartsheetRedirect += SmartsheetConstants.SSCodeRequest.STATE + currentScope;
throw new PXRedirectToUrlException(smartsheetRedirect, PXBaseRedirectException.WindowMode.InlineWindow,
string.Empty, false);
}
else
{
throw new PXException(SmartsheetConstants.Messages.SMARTSHEET_ID_MISSING);
}
}
public string RefreshSmartsheetToken()
{
Guid loggedUser = PXAccess.GetUserID();
Users usersRow = PXSelect <Users,
Where <Users.pKID, Equal <Required <Users.pKID> > > >
.Select(this.Base, loggedUser);
UsersSSExt usersSSExtRow = PXCache <Users> .GetExtension <UsersSSExt>(usersRow);
PMSetup setupRow = PXSelect <PMSetup> .Select(this.Base);
PMSetupSSExt setupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRow);
if (usersSSExtRow != null && usersSSExtRow.UsrSmartsheetRefreshToken != null)
{
List <string> ssToken = refreshToken(setupSSExtRow.UsrSmartsheetClientID, setupSSExtRow.UsrSmartsheetAppSecret, usersSSExtRow.UsrSmartsheetRefreshToken);
if (ssToken.Count == 2)
{
usersSSExtRow.UsrSmartsheetToken = ssToken[0];
usersSSExtRow.UsrSmartsheetRefreshToken = ssToken[1];
this.Base.UserProfile.Update(usersRow);
this.Base.Actions.PressSave();
return(usersSSExtRow.UsrSmartsheetToken);
}
}
return("");
}
/// <summary>
/// Verifies the definition of Smartsheet Setup parameters and the Token retrieval
/// </summary>
/// <param name="pmSetupSSExt"></param>
public void SetupValidation(UsersSSExt usersSSExt, PMSetupSSExt pmSetupSSExt)
{
if (usersSSExt == null ||
String.IsNullOrEmpty(usersSSExt.UsrSmartsheetToken))
{
throw new PXException(SmartsheetConstants.Messages.SMARTSHEET_TOKEN_MISSING);
}
if (pmSetupSSExt == null ||
String.IsNullOrEmpty(pmSetupSSExt.UsrDefaultRateTableID))
{
throw new PXException(SmartsheetConstants.Messages.SMARTSHEET_RATE_TABLE_MISSING);
}
return;
}
protected virtual void PMSetup_RowPersisting(PXCache sender, PXRowPersistingEventArgs e)
{
if (e.Row == null)
{
return;
}
PMSetup pmSetupRow = (PMSetup)e.Row;
PMSetupSSExt pmSetupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(pmSetupRow);
if (pmSetupSSExtRow.UsrSmartsheetClientID != null &&
String.IsNullOrEmpty(pmSetupSSExtRow.UsrDefaultRateTableID))
{
throw new PXRowPersistingException(typeof(PMSetupSSExt.usrDefaultRateTableID).Name, null,
ErrorMessages.FieldIsEmpty);
}
}
public void GetSmartsheetToken(string currentURL)
{
Guid loggedUser = Base.Accessinfo.UserID;
Users usersRow = PXSelect <Users,
Where <Users.pKID, Equal <Required <Users.pKID> > > >
.Select(this.Base, loggedUser);
UsersSSExt usersSSExtRow = PXCache <Users> .GetExtension <UsersSSExt>(usersRow);
this.Base.UserProfile.Current = this.Base.UserProfile.Search <Users.pKID>(usersRow.PKID);
PMSetup setupRow = PXSelect <PMSetup> .Select(this.Base);
PMSetupSSExt setupSSExtRow = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRow);
if (currentURL.IndexOf(SmartsheetConstants.SSCodeRequest.STATE, StringComparison.CurrentCultureIgnoreCase) > 0)
{
string ssCode = getSSCodeString(currentURL);
if (ssCode.Trim().Length > 0)
{
List <string> ssToken = getSSToken(setupSSExtRow.UsrSmartsheetClientID, ssCode, setupSSExtRow.UsrSmartsheetAppSecret);
if (ssToken.Count == 2)
{
usersSSExtRow.UsrSmartsheetToken = ssToken[0];
usersSSExtRow.UsrSmartsheetRefreshToken = ssToken[1];
this.Base.UserProfile.Update(usersRow);
this.Base.Actions.PressSave();
}
}
}
SendRefreshCall();
return;
}
/// <summary>
/// Creates/Updates Acumatica Tasks with the Smartsheet modifications
/// </summary>
/// <param name="projectEntryGraph"></param>
/// <param name="pmProjectRow"></param>
/// <param name="pmSetupSSExt"></param>
/// <param name="updatedSheet"></param>
/// <param name="columnPositionMap"></param>
public void UpdateAcumaticaTasks(ProjectEntry projectEntryGraph,
PMProject pmProjectRow,
PMSetupSSExt pmSetupSSExt,
Sheet updatedSheet,
Dictionary <string, int> columnPositionMap)
{
bool recordedInAcumatica = false;
int primaryColumnPosition = 0;
foreach (Column updatedColumn in updatedSheet.Columns)
{
if (updatedColumn != null &&
updatedColumn.Primary != null &&
updatedColumn.Primary == true)
{
foreach (Row updatedSSRow in updatedSheet.Rows)
{
if (updatedSSRow != null &&
updatedSSRow.ParentId != null) //Subtasks are not synced back to Acumatica
{
continue;
}
PMTask currentTaskRow = null;
PMTaskSSExt pmTaskSSExtRow = null;
foreach (PMTask taskRow in projectEntryGraph.Tasks.Select())
{
recordedInAcumatica = false;
pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(taskRow);
if (pmTaskSSExtRow != null &&
pmTaskSSExtRow.UsrSmartsheetTaskID == updatedSSRow.Id)
{
recordedInAcumatica = true;
currentTaskRow = taskRow;
break;
}
}
if (recordedInAcumatica == false) //New Row in Smartsheet not yet added to Acumatica
{
//Fields retrieved: Task, Description, Start Date, End Date, % Complete,
if (updatedSSRow.Cells[primaryColumnPosition].Value != null)
{
PMTask pmTaskNewEntry = new PMTask();
pmTaskNewEntry.ProjectID = pmProjectRow.ContractID;
pmTaskNewEntry.TaskCD = updatedSSRow.Cells[primaryColumnPosition].Value.ToString();
PMTask taskCDValidation = (PMTask)projectEntryGraph.Tasks.Select()
.Where(t => ((PMTask)t).TaskCD.Trim().ToUpper() == updatedSSRow.Cells[primaryColumnPosition].Value.ToString().Trim().ToUpper()).FirstOrDefault();
if (taskCDValidation == null)
{
pmTaskNewEntry = projectEntryGraph.Tasks.Insert(pmTaskNewEntry);
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.DESCRIPTION]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.DESCRIPTION]].Value != null)
{
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.description>(pmTaskNewEntry, updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.DESCRIPTION]].Value.ToString());
}
else
{
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.description>(pmTaskNewEntry, SmartsheetConstants.Messages.DEFAULT_TASK_DESCRIPTION);
}
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.rateTableID>(pmTaskNewEntry, pmSetupSSExt.UsrDefaultRateTableID);
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.status>(pmTaskNewEntry, SmartsheetConstants.SSConstants.ACTIVE);
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]].Value != null)
{
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]].Value is DateTime)
{
DateTime startDate = (DateTime)updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]].Value;
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.startDate>(pmTaskNewEntry, startDate);
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.plannedStartDate>(pmTaskNewEntry, startDate);
}
}
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]].Value != null)
{
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]].Value is DateTime)
{
DateTime endDate = (DateTime)updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]].Value;
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.endDate>(pmTaskNewEntry, endDate);
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.plannedEndDate>(pmTaskNewEntry, endDate);
}
}
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.PCT_COMPLETE]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.PCT_COMPLETE]].Value != null &&
pmTaskNewEntry.Status == SmartsheetConstants.SSConstants.ACTIVE)
{
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.completedPercent>(pmTaskNewEntry, (decimal)((double)updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.PCT_COMPLETE]].Value * 100));
}
PMTaskSSExt pmTaskExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(pmTaskNewEntry);
pmTaskExtRow.UsrSmartsheetTaskID = updatedSSRow.Id;
pmTaskNewEntry = projectEntryGraph.Tasks.Update(pmTaskNewEntry);
}
}
}
else //Previously existing row in SS
{
//Fields updated: Description, Start Date, End Date, % complete.
if (updatedSSRow.Cells[primaryColumnPosition].Value != null)
{
if (currentTaskRow != null)
{
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.DESCRIPTION]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.DESCRIPTION]].Value != null)
{
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.description>(currentTaskRow, updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.DESCRIPTION]].Value.ToString());
}
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]].Value != null)
{
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]].Value is DateTime)
{
DateTime startDate = (DateTime)updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.START_DATE]].Value;
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.startDate>(currentTaskRow, startDate);
}
}
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]].Value != null)
{
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]].Value is DateTime)
{
DateTime endDate = (DateTime)updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.END_DATE]].Value;
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.endDate>(currentTaskRow, endDate);
}
}
if (updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.PCT_COMPLETE]] != null &&
updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.PCT_COMPLETE]].Value != null &&
currentTaskRow.Status == SmartsheetConstants.SSConstants.ACTIVE)
{
projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.completedPercent>(currentTaskRow, (decimal)((double)updatedSSRow.Cells[columnPositionMap[SmartsheetConstants.ColumnMapping.PCT_COMPLETE]].Value * 100));
}
currentTaskRow = projectEntryGraph.Tasks.Update(currentTaskRow);
}
}
}
}
break;
}
else
{
primaryColumnPosition += 1;
}
}
return;
}
/// <summary>
/// Creates or updates the Smartsheet project with information from Acumatica.
/// New Tasks created in Smartsheet will be updated back in Acumatica
/// </summary>
/// <param name="projectEntryGraph">Project Entry graph</param>
/// <param name="pmProjectRow">PMProject record</param>
/// <param name="isMassProcess">Indicates if it's used in a processing page</param>
public void CreateUpdateGanttProject(ProjectEntry projectEntryGraph, PMProject pmProjectRow, string refreshedToken = "", bool isMassProcess = false)
{
//Primary Data View is set
projectEntryGraph.Project.Current = pmProjectRow;
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
string sheetName = pmProjectRow.ContractCD.Trim() + " - " + pmProjectRow.Description.Trim();
sheetName = smartSheetHelperObject.Left(sheetName, SmartsheetConstants.SSConstants.SS_PROJECT_NAME_LENGTH);
PMSetup setupRecord = projectEntryGraph.Setup.Select();
PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
PMProjectSSExt pmProjectSSExt = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
Users userRecord = PXSelect <Users, Where <Users.pKID, Equal <Current <AccessInfo.userID> > > > .Select(projectEntryGraph);
UsersSSExt userRecordSSExt = PXCache <Users> .GetExtension <UsersSSExt>(userRecord);
smartSheetHelperObject.SetupValidation(userRecordSSExt, pmSetupSSExt);
smartSheetHelperObject.ProjectValidation(projectEntryGraph);
try
{
Token token = new Token();
token.AccessToken = (String.IsNullOrEmpty(refreshedToken)) ? userRecordSSExt.UsrSmartsheetToken : refreshedToken;
SmartsheetClient smartsheetClient = new SmartsheetBuilder().SetAccessToken(token.AccessToken).Build();
long?sheetSelected;
Dictionary <string, long> currentColumnMap = new Dictionary <string, long>();
//////////////////
//Information from Acumatica is updated in Smartsheet
//////////////////
if (pmProjectSSExt != null &&
pmProjectSSExt.UsrSmartsheetContractID != null) //Acumatica Project is already linked to SS
{
sheetSelected = pmProjectSSExt.UsrSmartsheetContractID;
Sheet ssProjectSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
//Columns ID Mapping
currentColumnMap = new Dictionary <string, long>();
foreach (Column currentColumn in ssProjectSheet.Columns)
{
currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
}
smartSheetHelperObject.UpdateSSProject(smartsheetClient, currentColumnMap, projectEntryGraph, sheetSelected, smartSheetHelperObject);
}
else //Acumatica Project has not been linked to Smartsheet
{
//Sheet is created from a Gantt Template available in SmartSheet
Sheet sheet = new Sheet.CreateSheetFromTemplateBuilder(sheetName, SmartsheetConstants.SSConstants.BASIC_SS_PROJECT_WITH_GANTT).Build();
sheet = smartsheetClient.SheetResources.CreateSheet(sheet);
Sheet newlyCreatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheet.Id, null, null, null, null, null, null, null);
currentColumnMap = new Dictionary <string, long>();
foreach (Column currentColumn in newlyCreatedSheet.Columns)
{
currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
}
smartSheetHelperObject.AdjustGanttSheet(smartsheetClient, sheet, currentColumnMap);
//Acumatica Tasks are added as Smartsheet rows
List <Row> newSSRows = smartSheetHelperObject.InsertAcumaticaTasksInSS(projectEntryGraph, currentColumnMap, null, true);
IList <Row> ssRows = smartsheetClient.SheetResources.RowResources.AddRows((long)sheet.Id, newSSRows);
int ssTaskIDPosition = 0;
if (ssRows.Count > 0 && ssRows[0].Cells != null)
{
ssTaskIDPosition = smartSheetHelperObject.GetSSTaskPosition(ssRows[0].Cells, currentColumnMap[SmartsheetConstants.GanttTemplateMapping.TASK_NAME]);
}
smartSheetHelperObject.InsertAcumaticaSubTasks(projectEntryGraph, smartsheetClient, sheet, ssRows, smartSheetHelperObject, currentColumnMap, ssTaskIDPosition);
foreach (Row currentRow in ssRows)
{
foreach (PMTask rowTask in projectEntryGraph.Tasks.Select())
{
if (currentRow.Cells[ssTaskIDPosition].Value != null &&
rowTask.TaskCD != null &&
string.Equals(currentRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), rowTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
{
PMTaskSSExt pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(rowTask);
pmTaskSSExtRow.UsrSmartsheetTaskID = currentRow.Id;
projectEntryGraph.Tasks.Update(rowTask);
break;
}
}
}
sheetSelected = (long)sheet.Id;
PMProjectSSExt pmProjectSSExtRow = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
pmProjectSSExtRow.UsrSmartsheetContractID = sheetSelected;
projectEntryGraph.Project.Update(pmProjectRow);
}
//////////////////
//Information from Smartsheet is updated in Acumatica
//////////////////
Sheet updatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
int columnPosition = 0;
Dictionary <string, int> columnPositionMap = new Dictionary <string, int>();
foreach (Column currentColumn in updatedSheet.Columns)
{
columnPositionMap.Add(currentColumn.Title, columnPosition);
columnPosition += 1;
}
smartSheetHelperObject.UpdateAcumaticaTasks(projectEntryGraph, pmProjectRow, pmSetupSSExt, updatedSheet, columnPositionMap);
projectEntryGraph.Actions.PressSave();
if (isMassProcess)
{
PXProcessing.SetInfo(String.Format(SmartsheetConstants.Messages.SUCCESSFULLY_SYNCED, pmProjectRow.ContractCD));
}
}
catch (Exception e)
{
if (e.Message.Contains(SmartsheetConstants.SSConstants.EXPIRED_TOKEN_MESSAGE))
{
MyProfileMaint profileMaintGraph = PXGraph.CreateInstance <MyProfileMaint>();
MyProfileMaintExt graphExtended = profileMaintGraph.GetExtension <MyProfileMaintExt>();
string updatedToken = graphExtended.RefreshSmartsheetToken();
CreateUpdateGanttProject(projectEntryGraph, pmProjectRow, updatedToken, isMassProcess = false);
}
else
{
throw new PXException(e.Message);
}
}
}