public virtual void OnOrganizationBranchSync(BranchMaint branchMaint,
Organization organization,
BranchMaint.BranchBAccount branchBaccountCopy,
Action <BranchMaint, Organization, BranchMaint.BranchBAccount> baseMethod)
{
baseMethod(branchMaint, organization, branchBaccountCopy);
if (!PXAccess.FeatureInstalled <FeaturesSet.rutRotDeduction>())
{
return;
}
OrganizationRUTROT organizationRutRot = Base.OrganizationView.Cache.GetExtension <OrganizationRUTROT>(organization);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.allowsRUTROT>(branchBaccountCopy, organizationRutRot.AllowsRUTROT);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTROTCuryID>(branchBaccountCopy, organizationRutRot.RUTROTCuryID);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.balanceOnProcess>(branchBaccountCopy, organizationRutRot.BalanceOnProcess);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.defaultRUTROTType>(branchBaccountCopy, organizationRutRot.DefaultRUTROTType);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rOTDeductionPct>(branchBaccountCopy, organizationRutRot.ROTDeductionPct);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rOTExtraAllowanceLimit>(branchBaccountCopy, organizationRutRot.ROTExtraAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rOTPersonalAllowanceLimit>(branchBaccountCopy, organizationRutRot.ROTPersonalAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTDeductionPct>(branchBaccountCopy, organizationRutRot.RUTDeductionPct);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTExtraAllowanceLimit>(branchBaccountCopy, organizationRutRot.RUTExtraAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTPersonalAllowanceLimit>(branchBaccountCopy, organizationRutRot.RUTPersonalAllowanceLimit);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTROTClaimNextRefNbr>(branchBaccountCopy, organizationRutRot.RUTROTClaimNextRefNbr);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.rUTROTOrgNbrValidRegEx>(branchBaccountCopy, organizationRutRot.RUTROTOrgNbrValidRegEx);
branchMaint.BAccount.Cache.SetValue <BranchBAccountRUTROT.taxAgencyAccountID>(branchBaccountCopy, organizationRutRot.TaxAgencyAccountID);
}
public virtual IEnumerable Generate(PXAdapter adapter)
{
var gafPeriod = GAFPeriodView.Current;
Branch branch = BranchMaint.FindBranchByID(this, gafPeriod.BranchID);
var taxPeriod = TaxYearMaint.FindTaxPeriodByKey(this, branch.ParentBranchID, gafPeriod.TaxAgencyID, gafPeriod.TaxPeriodID);
if (taxPeriod == null)
{
return(adapter.Get());
}
var chekingResult = _gafValidator.CheckGAFGenerationRequirements(gafPeriod.BranchID, taxPeriod);
if (!chekingResult.IsSuccess)
{
throw new PXException(chekingResult.GetGeneralMessage());
}
if (chekingResult.HasWarning)
{
if (GAFPeriodView.Ask(chekingResult.GetGeneralMessage(), MessageButtons.OKCancel) != WebDialogResult.OK)
{
return(adapter.Get());
}
}
PXLongOperation.StartOperation(this, () => GenerateProc(gafPeriod));
return(adapter.Get());
}
protected virtual void GAFPeriod_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
var gafPeriod = (GAFPeriod)e.Row;
if (gafPeriod == null)
{
return;
}
if (gafPeriod.TaxPeriodID != null)
{
Branch branch = BranchMaint.FindBranchByID(this, gafPeriod.BranchID);
var taxPeriod = TaxYearMaint.FindTaxPeriodByKey(this, branch.ParentBranchID, gafPeriod.TaxAgencyID,
gafPeriod.TaxPeriodID);
if (taxPeriod == null)
{
return;
}
gafPeriod.StartDate = taxPeriod.StartDate;
gafPeriod.EndDateUI = taxPeriod.EndDateUI;
}
else
{
gafPeriod.StartDate = null;
gafPeriod.EndDateUI = null;
}
}
protected virtual void UpdateBranchesParents(Ledger ledger)
{
IEnumerable <Branch> ledgerBranches = BranchMaint.GetBranchesWithLedgerID(this, ledger.LedgerID);
foreach (Branch branch in ledgerBranches)
{
BranchMaint.SetBranchParentID(branch, ledger.DefBranchID);
BranchView.Update(branch);
}
}
protected virtual void Branch_LedgerID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
Branch branch = e.Row as Branch;
if (branch == null)
{
return;
}
Ledger ledger = GeneralLedgerMaint.FindLedgerByID(this, branch.LedgerID);
BranchMaint.SetBranchParentID(branch, ledger?.DefBranchID);
}
protected virtual void AP1099Year_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
AP1099Year year1099 = (AP1099Year)e.Row;
if (year1099 == null)
{
return;
}
close1099Year.SetEnabled(!string.IsNullOrEmpty(year1099.FinYear) && year1099.Status == AP1099Year.status.Open);
int?[] childBranches = BranchMaint.GetChildBranches(this, Year_Header.Current.BranchID)
.Select(branch => branch.BranchID)
.ToArray();
if (childBranches.Length == 0)
{
return;
}
bool hasUnappliedPrepayments = PXSelectJoin <APRegister,
InnerJoin <Vendor,
On <APRegister.vendorID, Equal <Vendor.bAccountID> >,
InnerJoin <FinPeriod,
On <APRegister.finPeriodID, Equal <FinPeriod.finPeriodID> > > >,
Where <Vendor.vendor1099, Equal <True>,
And <APRegister.docType, Equal <APDocType.prepayment>,
And <APRegister.status, NotEqual <APDocStatus.closed>,
And <FinPeriod.finYear, Equal <Current <AP1099Year.finYear> >,
And <APRegister.branchID, In <Required <APRegister.branchID> > > > > > > >
.SelectWindowed(this, 0, 1, childBranches)
.Any();
PXSetPropertyException finYearExeption =
hasUnappliedPrepayments
? new PXSetPropertyException(Messages.ExistsUnappliedPayments, PXErrorLevel.Warning, year1099.FinYear)
: null;
sender.RaiseExceptionHandling <AP1099Year.finYear>(
year1099,
year1099.FinYear,
finYearExeption);
}
public static void UpdateTaxHistorySums(PXGraph graph, RoundingManager rmanager, string taxPeriodId, int?revisionId, int?branchID, Func <TaxReportLine, bool> ShowTaxReportLine = null)
{
if (!rmanager.IsRequireRounding)
{
return;
}
PXCache cache = graph.Caches[typeof(TaxHistory)];
using (new PXReadBranchRestrictedScope(branchID))
{
PXResultset <TaxHistory> lines = GetTaxHistoryLines(graph, rmanager.CurrentVendor.BAccountID, taxPeriodId, revisionId);
if (lines.Count == 0)
{
return;
}
Branch branch = BranchMaint.FindBranchByID(graph, branchID);
TaxPeriod period = TaxYearMaint.GetTaxPeriodByKey(graph, branch.ParentBranchID, rmanager.CurrentVendor.BAccountID,
taxPeriodId);
Company company = PXSelect <Company> .Select(graph);
PXResult <Currency, CurrencyRateByDate> curyWithRateSet = GetCurrencyAndRateByDate(graph, rmanager.CurrentVendor, company, period);
Currency currency = curyWithRateSet;
CurrencyRateByDate rateByDate = currency.CuryID != company.BaseCuryID ? curyWithRateSet : null;
TaxBucketsCalculation taxBucketsAggregatesCalc =
new TaxBucketsCalculation(TaxReportLineType.TaxAmount, graph, rmanager, currency, rateByDate, ShowTaxReportLine);
TaxBucketsCalculation taxableBucketsAggregatesCalc =
new TaxBucketsCalculation(TaxReportLineType.TaxableAmount, graph, rmanager, currency, rateByDate, ShowTaxReportLine);
taxBucketsAggregatesCalc.CalculateTaxBuckets(lines);
taxableBucketsAggregatesCalc.CalculateTaxBuckets(lines);
}
cache.Persist(PXDBOperation.Insert);
cache.Persisted(isAborted: false);
}
public virtual IEnumerable Close1099Year(PXAdapter adapter)
{
int?[] childBranches = BranchMaint.GetChildBranches(this, Year_Header.Current.BranchID)
.Select(branch => branch.BranchID)
.ToArray();
PXCache cache = Year_Header.Cache;
List <AP1099Year> list = adapter.Get().Cast <AP1099Year>().ToList();
foreach (AP1099Year year in list
.Where(year => !string.IsNullOrEmpty(year.FinYear) &&
year.Status == AP1099Year.status.Open &&
childBranches.Contains(year.BranchID)))
{
year.Status = AP1099Year.status.Closed;
cache.Update(year);
}
if (cache.IsInsertedUpdatedDeleted)
{
Actions.PressSave();
PXLongOperation.StartOperation(this, delegate {});
}
return(list);
}
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);
}
}
}
}
}
