public static void ReleaseDoc(CABatch aDoc)
{
if ((bool)aDoc.Released || (bool)aDoc.Hold)
{
throw new PXException(CA.Messages.CABatchStatusIsNotValidForProcessing);
}
ARBatchUpdate be = PXGraph.CreateInstance <ARBatchUpdate>();
CABatch doc = be.Document.Select(aDoc.BatchNbr);
be.Document.Current = doc;
if ((bool)doc.Released || (bool)doc.Hold)
{
throw new PXException(CA.Messages.CABatchStatusIsNotValidForProcessing);
}
ARPayment voided = PXSelectReadonly2 <ARPayment,
InnerJoin <CABatchDetail, On <CABatchDetail.origDocType, Equal <ARPayment.docType>,
And <CABatchDetail.origRefNbr, Equal <ARPayment.refNbr>,
And <CABatchDetail.origModule, Equal <GL.BatchModule.moduleAR> > > > >,
Where <CABatchDetail.batchNbr, Equal <Required <CABatch.batchNbr> >,
And <ARPayment.voided, Equal <True> > > > .Select(be, doc.BatchNbr);
if (voided != null && String.IsNullOrEmpty(voided.RefNbr) == false)
{
throw new PXException(CA.Messages.CABatchContainsVoidedPaymentsAndConnotBeReleased);
}
List <ARRegister> unreleasedList = new List <ARRegister>();
PXSelectBase <ARPayment> selectUnreleased = new PXSelectReadonly2 <ARPayment,
InnerJoin <CABatchDetail, On <CABatchDetail.origDocType, Equal <ARPayment.docType>,
And <CABatchDetail.origRefNbr, Equal <ARPayment.refNbr>,
And <CABatchDetail.origModule, Equal <GL.BatchModule.moduleAR> > > > >,
Where <CABatchDetail.batchNbr, Equal <Optional <CABatch.batchNbr> >,
And <ARPayment.released, Equal <boolFalse> > > >(be);
foreach (ARPayment iPmt in selectUnreleased.Select(doc.BatchNbr))
{
if (iPmt.Released != true)
{
unreleasedList.Add(iPmt);
}
}
if (unreleasedList.Count > 0)
{
ARDocumentRelease.ReleaseDoc(unreleasedList, true);
}
selectUnreleased.View.Clear();
ARPayment pmt = selectUnreleased.Select(doc.BatchNbr);
if (pmt != null)
{
throw new PXException(CA.Messages.CABatchContainsUnreleasedPaymentsAndCannotBeReleased);
}
doc.Released = true;
doc.DateSeqNbr = CABatchEntry.GetNextDateSeqNbr(be, aDoc); //Nothing AP specific in this static function
be.RecalcTotals();
doc = be.Document.Update(doc);
be.Actions.PressSave();
}
public static CABatch CreateBatchPayment(List <APPayment> list, PrintChecksFilter filter)
{
CABatchEntry be = CreateInstance <CABatchEntry>();
CABatch result = be.Document.Insert(new CABatch());
be.Document.Current = result;
CABatch copy = (CABatch)be.Document.Cache.CreateCopy(result);
copy.CashAccountID = filter.PayAccountID;
copy.PaymentMethodID = filter.PayTypeID;
result = be.Document.Update(copy);
foreach (APPayment iPmt in list)
{
if (iPmt.CashAccountID != result.CashAccountID || iPmt.PaymentMethodID != result.PaymentMethodID)
{
throw new PXException(Messages.APPaymentDoesNotMatchCABatchByAccountOrPaymentType);
}
if (string.IsNullOrEmpty(iPmt.ExtRefNbr) && string.IsNullOrEmpty(filter.NextCheckNbr))
{
throw new PXException(Messages.NextCheckNumberIsRequiredForProcessing);
}
be.AddPayment(iPmt, true);
}
be.Save.Press();
result = be.Document.Current;
return(result);
}
private static PXGraph PrepareDestinationGraphForAP(string origDocType, string origRefNbr, bool preferPrimaryDocForm)
{
if (origDocType == APDocType.Invoice ||
origDocType == APDocType.CreditAdj ||
origDocType == APDocType.DebitAdj && preferPrimaryDocForm)
{
return(MakeDestinationGraph <APInvoiceEntry, APInvoice, APInvoice.docType, APInvoice.refNbr>(origDocType, origRefNbr));
}
switch (origDocType)
{
case APDocType.QuickCheck:
case APDocType.VoidQuickCheck:
return(MakeDestinationGraph <APQuickCheckEntry, APQuickCheck, APQuickCheck.docType, APQuickCheck.refNbr>(origDocType, origRefNbr));
case CATranType.CABatch:
CABatchEntry caBatchGraph = PXGraph.CreateInstance <CABatchEntry>();
caBatchGraph.Document.Current =
PXSelect <CABatch,
Where <CABatch.batchNbr, Equal <Required <CATran.origRefNbr> > > >
.Select(caBatchGraph, origRefNbr);
return(caBatchGraph);
case APDocType.Check:
case APDocType.DebitAdj:
case APDocType.Prepayment:
case APDocType.Refund:
case APDocType.VoidCheck:
return(MakeDestinationGraph <APPaymentEntry, APPayment, APPayment.docType, APPayment.refNbr>(origDocType, origRefNbr));
default:
return(null);
}
}
protected virtual void RedirectToResultWithCreateBatch(CABatch batch)
{
CABatchEntry be = CreateInstance <CABatchEntry>();
be.Document.Current = be.Document.Search <CABatch.batchNbr>(batch.BatchNbr);
be.SelectTimeStamp();
throw new PXRedirectRequiredException(be, "Redirect");
}
public static void ReleasePayments(List <APPayment> list, string Action)
{
APReleaseChecks releaseChecksGraph = CreateInstance <APReleaseChecks>();
APPaymentEntry pe = CreateInstance <APPaymentEntry>();
CABatchEntry be = CreateInstance <CABatchEntry>();
bool failed = false;
bool successed = false;
List <APRegister> docs = new List <APRegister>(list.Count);
foreach (APPayment payment in list)
{
if (payment.Passed == true)
{
releaseChecksGraph.TimeStamp = pe.TimeStamp = payment.tstamp;
}
switch (Action)
{
case ReleaseChecksFilter.action.ReleaseChecks:
payment.Printed = true;
break;
case ReleaseChecksFilter.action.ReprintChecks:
case ReleaseChecksFilter.action.VoidAndReprintChecks:
payment.ExtRefNbr = null;
payment.Printed = false;
break;
default:
continue;
}
PXProcessing <APPayment> .SetCurrentItem(payment);
if (Action == ReleaseChecksFilter.action.ReleaseChecks)
{
try
{
pe.Document.Current = pe.Document.Search <APPayment.refNbr>(payment.RefNbr, payment.DocType);
if (pe.Document.Current?.ExtRefNbr != payment.ExtRefNbr)
{
APPayment payment_copy = PXCache <APPayment> .CreateCopy(pe.Document.Current);
payment_copy.ExtRefNbr = payment.ExtRefNbr;
pe.Document.Update(payment_copy);
}
if (PaymentRefAttribute.PaymentRefMustBeUnique(pe.paymenttype.Current) && string.IsNullOrEmpty(payment.ExtRefNbr))
{
throw new PXException(ErrorMessages.FieldIsEmpty, typeof(APPayment.extRefNbr).Name);
}
payment.IsReleaseCheckProcess = true;
APPrintChecks.AssignNumbersWithNoAdditionalProcessing(pe, payment);
pe.Save.Press();
object[] persisted = PXTimeStampScope.GetPersisted(pe.Document.Cache, pe.Document.Current);
if (persisted == null || persisted.Length == 0)
{
//preserve timestamp which will be @@dbts after last record committed to db on previous Persist().
//otherwise another process updated APAdjust.
docs.Add(payment);
}
else
{
if (payment.Passed == true)
{
pe.Document.Current.Passed = true;
}
docs.Add(pe.Document.Current);
}
successed = true;
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
docs.Add(null);
failed = true;
}
}
if (Action == ReleaseChecksFilter.action.ReprintChecks || Action == ReleaseChecksFilter.action.VoidAndReprintChecks)
{
try
{
payment.IsPrintingProcess = true;
using (PXTransactionScope transactionScope = new PXTransactionScope())
{
#region Update CABatch if ReprintChecks
CABatch caBatch = PXSelectJoin <CABatch,
InnerJoin <CABatchDetail, On <CABatch.batchNbr, Equal <CABatchDetail.batchNbr> > >,
Where <CABatchDetail.origModule, Equal <Required <APPayment.origModule> >,
And <CABatchDetail.origDocType, Equal <Required <APPayment.docType> >,
And <CABatchDetail.origRefNbr, Equal <Required <APPayment.refNbr> > > > > > .
Select(be, payment.OrigModule, payment.DocType, payment.RefNbr);
if (caBatch != null)
{
be.Document.Current = caBatch;
int DetailCount = be.Details.Select().Count; // load
CABatchDetail detail = be.Details.Locate(new CABatchDetail()
{
BatchNbr = be.Document.Current.BatchNbr,
OrigModule = payment.OrigModule,
OrigDocType = payment.DocType,
OrigRefNbr = payment.RefNbr,
OrigLineNbr = CABatchDetail.origLineNbr.DefaultValue,
});
if (detail != null)
{
// payment.Status is recalculated in CABatchEntry.Delete
if (DetailCount == 1)
{
be.Document.Delete(be.Document.Current); // Details will delete by PXParent
}
else
{
be.Details.Delete(detail); // recalculated batch totals
}
}
be.Save.Press();
}
else
{
PXCache cacheAPPayment = releaseChecksGraph.APPaymentList.Cache;
cacheAPPayment.SetValueExt <APPayment.printed>(payment, false);
cacheAPPayment.SetValueExt <APPayment.hold>(payment, false);
cacheAPPayment.SetValueExt <APPayment.extRefNbr>(payment, null);
// APPayment.Status is recalculated by SetStatusCheckAttribute
cacheAPPayment.MarkUpdated(payment);
cacheAPPayment.PersistUpdated(payment);
cacheAPPayment.Persisted(false);
}
#endregion
// TODO: Need to rework. Use legal CRUD methods of caches!
releaseChecksGraph.TimeStamp = PXDatabase.SelectTimeStamp();
// delete check numbers only if Reprint (not Void and Reprint)
PaymentMethod pm = pe.paymenttype.Select(payment.PaymentMethodID);
if (pm.APPrintChecks == true && Action == ReleaseChecksFilter.action.ReprintChecks)
{
APPayment doc = payment;
new HashSet <string>(pe.Adjustments_Raw.Select(doc.DocType, doc.RefNbr)
.RowCast <APAdjust>()
.Select(adj => adj.StubNbr))
.ForEach(nbr => PaymentRefAttribute.DeleteCheck((int)doc.CashAccountID, doc.PaymentMethodID, nbr));
// sync PaymentMethodAccount.APLastRefNbr with actual last CashAccountCheck number
PaymentMethodAccount det = releaseChecksGraph.cashaccountdetail.SelectSingle(payment.CashAccountID, payment.PaymentMethodID);
PaymentRefAttribute.LastCashAccountCheckSelect.Clear(releaseChecksGraph);
CashAccountCheck cacheck = PaymentRefAttribute.LastCashAccountCheckSelect.SelectSingleBound(releaseChecksGraph, new object[] { det });
det.APLastRefNbr = cacheck?.CheckNbr;
releaseChecksGraph.cashaccountdetail.Cache.PersistUpdated(det);
releaseChecksGraph.cashaccountdetail.Cache.Persisted(false);
}
// END TODO
if (string.IsNullOrEmpty(payment.ExtRefNbr))
{
//try to get next number
releaseChecksGraph.APPaymentList.Cache.SetDefaultExt <APPayment.extRefNbr>(payment);
}
transactionScope.Complete();
}
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
}
docs.Add(null);
}
}
if (successed)
{
APDocumentRelease.ReleaseDoc(docs, true);
}
if (failed)
{
throw new PXOperationCompletedWithErrorException(GL.Messages.DocumentsNotReleased);
}
}
protected virtual void PrintPayments(List <APPayment> list, PrintChecksFilter filter, PaymentMethod paymentMethod)
{
if (list.Count == 0)
{
return;
}
if (paymentMethod.UseForAP == true)
{
if (paymentMethod.APPrintChecks == true && string.IsNullOrEmpty(paymentMethod.APCheckReportID))
{
throw new PXException(Messages.FieldNotSetInPaymentMethod, PXUIFieldAttribute.GetDisplayName <PaymentMethod.aPCheckReportID>(paymenttype.Cache), paymentMethod.PaymentMethodID);
}
if (paymentMethod.APPrintChecks == true && paymentMethod.APPrintRemittance == true && string.IsNullOrEmpty(paymentMethod.APRemittanceReportID))
{
throw new PXException(Messages.FieldNotSetInPaymentMethod, PXUIFieldAttribute.GetDisplayName <PaymentMethod.aPRemittanceReportID>(paymenttype.Cache), paymentMethod.PaymentMethodID);
}
}
bool printAdditionRemit = false;
if (paymentMethod.APCreateBatchPayment == true)
{
CABatchEntry be = CreateInstance <CABatchEntry>();
CABatch result = be.Document.Insert(new CABatch());
be.Document.Current = result;
CABatch copy = (CABatch)be.Document.Cache.CreateCopy(result);
copy.CashAccountID = filter.PayAccountID;
copy.PaymentMethodID = filter.PayTypeID;
result = be.Document.Update(copy);
CABatch batch = be.Document.Current;
if (batch != null)
{
bool failed = false;
APPaymentEntry pe = CreateInstance <APPaymentEntry>();
string NextCheckNbr = filter.NextCheckNbr;
foreach (APPayment pmt in list)
{
APPayment payment = pmt;
if (pmt.CashAccountID != result.CashAccountID || pmt.PaymentMethodID != result.PaymentMethodID)
{
throw new PXException(Messages.APPaymentDoesNotMatchCABatchByAccountOrPaymentType);
}
if (string.IsNullOrEmpty(pmt.ExtRefNbr) && string.IsNullOrEmpty(filter.NextCheckNbr))
{
throw new PXException(Messages.NextCheckNumberIsRequiredForProcessing);
}
PXProcessing <APPayment> .SetCurrentItem(payment);
try
{
payment = pe.Document.Search <APPayment.refNbr>(payment.RefNbr, payment.DocType);
if (payment.PrintCheck != true)
{
throw new PXException(Messages.CantPrintNonprintableCheck);
}
if (payment.DocType.IsIn(APDocType.Check, APDocType.QuickCheck, APDocType.Prepayment) &&
payment.Status != APDocStatus.PendingPrint)
{
throw new PXException(Messages.ChecksMayBePrintedInPendingPrintStatus);
}
AssignNumbers(pe, payment, ref NextCheckNbr, true);
if (payment.Passed == true)
{
pe.TimeStamp = payment.tstamp;
}
pe.Save.Press();
payment.tstamp = pe.TimeStamp;
pe.Clear();
be.AddPayment(payment, true);
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
failed = true;
}
}
bool batchHasPayments = be.BatchPayments.Select().Count > 0;
if (failed && batchHasPayments)
{
be.Save.Press();
batch = be.Document.Current;
throw new PXOperationCompletedWithErrorException(Messages.APPaymentsAreAddedToTheBatchFailedPaymentsExcluded, batch.BatchNbr);
}
if (failed && !batchHasPayments)
{
throw new PXOperationCompletedWithErrorException();
}
be.Save.Press();
batch = be.Document.Current;
RedirectToResultWithCreateBatch(batch);
}
}
else
{
APReleaseChecks pp = CreateInstance <APReleaseChecks>();
ReleaseChecksFilter filter_copy = PXCache <ReleaseChecksFilter> .CreateCopy(pp.Filter.Current);
filter_copy.PayAccountID = filter.PayAccountID;
filter_copy.PayTypeID = filter.PayTypeID;
filter_copy.CuryID = filter.CuryID;
pp.Filter.Cache.Update(filter_copy);
APPaymentEntry pe = CreateInstance <APPaymentEntry>();
bool failed = false;
Dictionary <string, string> d = new Dictionary <string, string>();
string nextCheckNbr = filter.NextCheckNbr;
string prevCheckNbr = nextCheckNbr;
int idxReportFilter = 0;
foreach (APPayment pmt in list)
{
APPayment payment = pmt;
PXProcessing <APPayment> .SetCurrentItem(payment);
try
{
prevCheckNbr = nextCheckNbr;
if (filter.IsNextNumberDuplicated(this, nextCheckNbr))
{
string duplicate = nextCheckNbr;
nextCheckNbr = AutoNumberAttribute.NextNumber(nextCheckNbr);
throw new PXException(Messages.ConflictWithExistingCheckNumber, duplicate);
}
payment = pe.Document.Search <APPayment.refNbr>(payment.RefNbr, payment.DocType);
if (payment.PrintCheck != true)
{
throw new PXException(Messages.CantPrintNonprintableCheck);
}
if (payment.DocType.IsIn(APDocType.Check, APDocType.QuickCheck, APDocType.Prepayment) &&
payment.Status != APDocStatus.PendingPrint)
{
throw new PXException(Messages.ChecksMayBePrintedInPendingPrintStatus);
}
AssignNumbers(pe, payment, ref nextCheckNbr);
if (payment.Passed == true)
{
pe.TimeStamp = payment.tstamp;
}
pe.Save.Press();
payment.tstamp = pe.TimeStamp;
pe.Clear();
APPayment seldoc = pe.Document.Search <APPayment.refNbr>(payment.RefNbr, payment.DocType);
seldoc.Selected = true;
seldoc.Passed = true;
seldoc.tstamp = payment.tstamp;
pp.APPaymentList.Cache.Update(seldoc);
pp.APPaymentList.Cache.SetStatus(seldoc, PXEntryStatus.Updated);
printAdditionRemit |= seldoc.BillCntr > paymentMethod.APStubLines;
StringBuilder sbDocType = new StringBuilder($"{nameof(APPayment)}.{nameof(APPayment.DocType)}");
sbDocType.Append(Convert.ToString(idxReportFilter));
StringBuilder sbRefNbr = new StringBuilder($"{nameof(APPayment)}.{nameof(APPayment.RefNbr)}");
sbRefNbr.Append(Convert.ToString(idxReportFilter));
idxReportFilter++;
d[sbDocType.ToString()] = payment.DocType.IsIn(APDocType.Prepayment, APDocType.QuickCheck) ? payment.DocType : APDocType.Check;
d[sbRefNbr.ToString()] = payment.RefNbr;
PXProcessing <APPayment> .SetProcessed();
}
catch (PXException e)
{
PXProcessing <APPayment> .SetError(e);
failed = true;
nextCheckNbr = prevCheckNbr;
}
}
if (failed)
{
PXReportRequiredException report = null;
if (d.Count > 0)
{
d[ReportMessages.CheckReportFlag] = ReportMessages.CheckReportFlagValue;
report = new PXReportRequiredException(d, paymentMethod.APCheckReportID, PXBaseRedirectException.WindowMode.New, "Check");
}
throw new PXOperationCompletedWithErrorException(GL.Messages.DocumentsNotReleased, report);
}
else
{
if (d.Count > 0)
{
RedirectToResultNoBatch(pp, d, paymentMethod, printAdditionRemit, nextCheckNbr);
}
}
}
}