public static InboundInvoice Create(Organization organization, DateTime dueDate, Int64 amountCents,
Int64 vatCents, FinancialAccount budget, string supplier, string description, string payToAccount, string ocr,
string invoiceReference, Person creatingPerson)
{
InboundInvoice newInvoice = FromIdentity(SwarmDb.GetDatabaseForWriting().
CreateInboundInvoice(organization.Identity, dueDate, budget.Identity,
supplier, payToAccount, ocr,
invoiceReference, amountCents, creatingPerson.Identity));
newInvoice.Description = description; // Not in original schema; not cause for schema update
if (vatCents > 0)
{
newInvoice.VatCents = vatCents;
}
// Create a corresponding financial transaction with rows
FinancialTransaction transaction =
FinancialTransaction.Create(organization.Identity, DateTime.UtcNow,
"Invoice #" + newInvoice.OrganizationSequenceId + " from " + supplier);
transaction.AddRow(organization.FinancialAccounts.DebtsInboundInvoices, -amountCents, creatingPerson);
if (vatCents > 0)
{
transaction.AddRow(organization.FinancialAccounts.AssetsVatInboundUnreported, vatCents,
creatingPerson);
transaction.AddRow(budget, amountCents - vatCents, creatingPerson);
}
else
{
transaction.AddRow(budget, amountCents, creatingPerson);
}
// Make the transaction dependent on the inbound invoice
transaction.Dependency = newInvoice;
// Create notification (slightly misplaced logic, but this is failsafest place)
OutboundComm.CreateNotificationApprovalNeeded(budget, creatingPerson, supplier, (amountCents - vatCents) / 100.0,
description, NotificationResource.InboundInvoice_Created);
// Slightly misplaced logic, but failsafer here
SwarmopsLogEntry.Create(creatingPerson,
new InboundInvoiceCreatedLogEntry(creatingPerson, supplier, description, amountCents / 100.0, budget),
newInvoice);
// Clear a cache
FinancialAccount.ClearApprovalAdjustmentsCache(organization);
return(newInvoice);
}
public static CashAdvance Create(Organization organization, Person forPerson, Person createdByPerson,
Int64 amountCents, FinancialAccount budget, string description)
{
CashAdvance newAdvance =
FromIdentityAggressive(SwarmDb.GetDatabaseForWriting().CreateCashAdvance(forPerson.Identity,
createdByPerson.Identity,
organization.Identity,
budget.Identity, amountCents,
description));
OutboundComm.CreateNotificationApprovalNeeded(budget, forPerson, string.Empty, amountCents / 100.0,
description, NotificationResource.CashAdvance_Requested);
// Slightly misplaced logic, but failsafer here
SwarmopsLogEntry.Create(forPerson,
new CashAdvanceRequestedLogEntry(createdByPerson, forPerson, amountCents / 100.0, budget, description),
newAdvance);
// Clear a cache
FinancialAccount.ClearApprovalAdjustmentsCache(organization);
return(newAdvance);
}
public static Salary Create(PayrollItem payrollItem, DateTime payoutDate)
{
// Load the existing adjustments.
PayrollAdjustments adjustments = PayrollAdjustments.ForPayrollItem(payrollItem);
Int64 payCents = payrollItem.BaseSalaryCents;
// Apply all before-tax adjustments
foreach (PayrollAdjustment adjustment in adjustments)
{
if (adjustment.Type == PayrollAdjustmentType.GrossAdjustment)
{
payCents += adjustment.AmountCents;
}
}
Int64 subtractiveTaxCents = 0;
Int64 additiveTaxCents = 0;
if (!payrollItem.IsContractor)
{
// calculate tax
Money grossInOrgCurrency = new Money
{
Cents = payCents,
Currency = payrollItem.Organization.Currency,
ValuationDateTime = DateTime.UtcNow
};
Money grossInTaxCurrency = grossInOrgCurrency.ToCurrency(payrollItem.Country.Currency);
Money subtractiveTax = TaxLevels.GetTax(payrollItem.Country, payrollItem.SubtractiveTaxLevelId,
grossInTaxCurrency);
Money subtractiveTaxInOrgCurrency = subtractiveTax.ToCurrency(payrollItem.Organization.Currency);
subtractiveTaxCents = (Int64)(subtractiveTaxInOrgCurrency.Cents);
additiveTaxCents = (Int64)(payCents * payrollItem.AdditiveTaxLevel);
payCents -= subtractiveTaxCents;
}
// Apply all after-tax adjustments
foreach (PayrollAdjustment adjustment in adjustments)
{
if (adjustment.Type == PayrollAdjustmentType.NetAdjustment)
{
payCents += adjustment.AmountCents;
}
}
// If net is negative, create rollover adjustment
PayrollAdjustment rolloverAdjustment = null;
if (payCents < 0)
{
rolloverAdjustment = PayrollAdjustment.Create(payrollItem, PayrollAdjustmentType.NetAdjustment,
-payCents,
"Deficit rolls over to next salary");
PayrollAdjustment.Create(payrollItem, PayrollAdjustmentType.NetAdjustment,
payCents, "Deficit rolled over from " +
payoutDate.ToString("yyyy-MM-dd"));
// keep second rollover open, so the deficit from this salary is carried to the next
payCents = 0;
}
// Create salary, close adjustments
Salary salary = Create(payrollItem, payoutDate, payCents, subtractiveTaxCents, additiveTaxCents);
// For each adjustment, close and bind to salary
foreach (PayrollAdjustment adjustment in adjustments)
{
adjustment.Close(salary);
}
if (rolloverAdjustment != null)
{
rolloverAdjustment.Close(salary);
}
// Add the financial transaction
FinancialTransaction transaction =
FinancialTransaction.Create(payrollItem.OrganizationId, DateTime.UtcNow,
"Salary #" + salary.Identity + ": " + payrollItem.PersonCanonical +
" " +
salary.PayoutDate.ToString("yyyy-MMM", CultureInfo.InvariantCulture));
transaction.AddRow(payrollItem.Budget, salary.CostTotalCents, null);
transaction.AddRow(payrollItem.Organization.FinancialAccounts.DebtsSalary, -salary.NetSalaryCents, null);
if (salary.TaxTotalCents != 0)
{
transaction.AddRow(payrollItem.Organization.FinancialAccounts.DebtsTax, -salary.TaxTotalCents, null);
}
transaction.Dependency = salary;
// Finally, check if net and/or tax are zero, and if so, mark them as already-paid (i.e. not due for payment)
if (salary.NetSalaryCents == 0)
{
salary.NetPaid = true;
}
if (salary.TaxTotalCents == 0)
{
salary.TaxPaid = true;
}
// Clear a cache
FinancialAccount.ClearApprovalAdjustmentsCache(payrollItem.Organization);
return(salary);
}
public static ExpenseClaim Create(Person claimer, Organization organization, FinancialAccount budget,
DateTime expenseDate, string description, Int64 amountCents, Int64 vatCents, ExpenseClaimGroup group = null)
{
ExpenseClaim newClaim =
FromIdentityAggressive(SwarmDb.GetDatabaseForWriting()
.CreateExpenseClaim(claimer.Identity, organization?.Identity ?? 0,
budget?.Identity ?? 0, expenseDate, description, amountCents)); // budget can be 0 initially if created with a group
if (vatCents > 0)
{
newClaim.VatCents = vatCents;
}
if (group != null)
{
newClaim.Group = group;
}
if (budget != null && organization != null)
{
// Create the financial transaction with rows
string transactionDescription = "Expense #" + newClaim.OrganizationSequenceId + ": " + description;
// TODO: Localize
if (transactionDescription.Length > 64)
{
transactionDescription = transactionDescription.Substring(0, 61) + "...";
}
DateTime expenseTxDate = expenseDate;
int ledgersClosedUntil = organization.Parameters.FiscalBooksClosedUntilYear;
if (ledgersClosedUntil >= expenseDate.Year)
{
expenseTxDate = DateTime.UtcNow; // If ledgers are closed for the actual expense time, account now
}
FinancialTransaction transaction =
FinancialTransaction.Create(organization.Identity, expenseTxDate,
transactionDescription);
transaction.AddRow(organization.FinancialAccounts.DebtsExpenseClaims, -amountCents, claimer);
if (vatCents > 0)
{
transaction.AddRow(budget, amountCents - vatCents, claimer);
transaction.AddRow(organization.FinancialAccounts.AssetsVatInboundUnreported, vatCents, claimer);
}
else
{
transaction.AddRow(budget, amountCents, claimer);
}
// Make the transaction dependent on the expense claim
transaction.Dependency = newClaim;
// Create notifications
OutboundComm.CreateNotificationApprovalNeeded(budget, claimer, string.Empty,
newClaim.BudgetAmountCents / 100.0,
description, NotificationResource.ExpenseClaim_Created);
// Slightly misplaced logic, but failsafer here
OutboundComm.CreateNotificationFinancialValidationNeeded(organization, newClaim.AmountCents / 100.0,
NotificationResource.Receipts_Filed);
SwarmopsLogEntry.Create(claimer,
new ExpenseClaimFiledLogEntry(claimer /*filing person*/, claimer /*beneficiary*/,
newClaim.BudgetAmountCents / 100.0,
vatCents / 100.0, budget, description), newClaim);
// Clear a cache
FinancialAccount.ClearApprovalAdjustmentsCache(organization);
}
return(newClaim);
}