private bool IsJointPayment(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
return(invoiceExtension.IsJointPayees == true);
}
public void UpdateComplianceDocumentsIfRequired(APAdjust adjustment)
{
if (IsCheck())
{
UpdateComplianceDocuments(adjustment);
}
}
public void ValidateVendorAndJointPayees(PXCache cache, APAdjust adjustment, List <JointPayee> jointPayees)
{
var projectIds = LienWaiverProjectDataProvider.GetProjectIds(adjustment, cache.Graph).ToList();
var doesAnyOutstandingComplianceExistForJointVendors = jointPayees.Any(jp =>
lienWaiverDataProvider.DoesAnyOutstandingComplianceExistForJointVendor(jp, projectIds));
var outstandingCompliances = lienWaiverDataProvider
.GetOutstandingCompliancesForPrimaryVendor(adjustment.VendorID, projectIds).ToList();
if (outstandingCompliances.Any() && doesAnyOutstandingComplianceExistForJointVendors)
{
ValidateVendorAndJointPayees(cache, jointPayees, adjustment, projectIds,
outstandingCompliances);
}
else if (outstandingCompliances.Any())
{
ValidatePrimaryVendor(cache, adjustment, projectIds, outstandingCompliances);
}
else if (doesAnyOutstandingComplianceExistForJointVendors)
{
jointPayees.ForEach(jp => ValidateJointPayee(cache, jp, adjustment, projectIds));
}
else
{
cache.ClearFieldErrors <APAdjust.adjdLineNbr>(adjustment);
}
}
public virtual decimal?GetVendorPreparedBalance(APAdjust adjustment)
{
FinDocumentExtKey actualDocLineKey = InvoiceDataProvider.GetSourceEntityKeyByRetainage(Graph,
adjustment.AdjdDocType, adjustment.AdjdRefNbr, adjustment.AdjdLineNbr);
decimal?fullAmount;
if (adjustment.AdjdLineNbr == 0)
{
APInvoice bill = InvoiceDataProvider.GetInvoice(Graph, actualDocLineKey.Type, actualDocLineKey.RefNbr);
fullAmount = bill.CuryOrigDocAmt + bill.CuryRetainageTotal;
}
else
{
APTran tran = TransactionDataProvider.GetTransaction(Graph, actualDocLineKey.Type, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr);
fullAmount = tran.CuryOrigTranAmt + tran.CuryRetainageAmt;
}
var totalJointAmountOwed = JointPayeeDataProvider.GetJointPayees(Graph, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr)
.Sum(jp => jp.JointAmountOwed.GetValueOrDefault());
var totalVendorPaymentAmount = GetTotalVendorPaymentAmount(adjustment, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr);
var currentVendorPaymentAmount = GetVendorPaymentAmount(adjustment);
var reversedRetainageAmount = GetReversedRetainageAmount(actualDocLineKey.RefNbr, actualDocLineKey.LineNbr);
return(fullAmount + reversedRetainageAmount - totalJointAmountOwed
- (totalVendorPaymentAmount - currentVendorPaymentAmount));
}
private void UpdateComplianceDocumentAmountsIfRequired(APAdjust adjustment, ComplianceDocument complianceDocument)
{
if (complianceDocument.DocumentType == GetLienWaiverDocumentTypeId())
{
UpdateComplianceDocumentAmounts(adjustment, complianceDocument);
}
}
private bool PaymentCycleWorkflowIsStartedAndItIsOtherPayment(string paymentDocType, string paymentRefNbr, string origDocType, string origRefNbr)
{
PXResult <APInvoice, APAdjust>[] records = PXSelectJoinGroupBy <APInvoice,
InnerJoin <APAdjust,
On <APAdjust.adjdDocType, Equal <APInvoice.docType>,
And <APAdjust.adjdRefNbr, Equal <APInvoice.refNbr>,
And <APAdjust.voided, Equal <False> > > > >,
Where2 <Where <APAdjust.adjgDocType, Equal <Required <APAdjust.adjgDocType> >,
And <APAdjust.adjgRefNbr, Equal <Required <APAdjust.adjgRefNbr> >,
Or <APInvoiceJCExt.isPaymentCycleWorkflow, Equal <True> > > >,
And <Where <APInvoice.origDocType, Equal <Required <APInvoice.origDocType> >,
And <APInvoice.origRefNbr, Equal <Required <APInvoice.origRefNbr> >,
And <APInvoice.isRetainageDocument, Equal <True>,
Or <APInvoice.docType, Equal <Required <APInvoice.docType> >,
And <APInvoice.refNbr, Equal <Required <APInvoice.refNbr> > > > > > > > >,
Aggregate <GroupBy <APInvoiceJCExt.isPaymentCycleWorkflow,
GroupBy <APAdjust.adjgRefNbr,
GroupBy <APAdjust.adjgDocType> > > > >
.Select(Graph, paymentDocType, paymentRefNbr, origDocType, origRefNbr, origDocType, origRefNbr)
.AsEnumerable()
.Cast <PXResult <APInvoice, APAdjust> >()
.ToArray();
return(records.Any(record => ((APInvoice)record).GetExtension <APInvoiceJCExt>().IsPaymentCycleWorkflow == true) &&
!records.Any(record =>
{
APAdjust adjust = record;
return adjust.AdjgDocType == paymentDocType && adjust.AdjgRefNbr == paymentRefNbr;
}));
}
public override decimal?GetInvoiceBalance(APAdjust adjustment)
{
var transaction = TransactionDataProvider.GetTransaction(Graph, adjustment.AdjdDocType,
adjustment.AdjdRefNbr, adjustment.AdjdLineNbr);
return(transaction.CuryTranAmt);
}
private APTran GetTransaction(APAdjust adjustment)
{
return(adjustment.AdjdLineNbr == 0
? GetTransactionIfAdjustmentIsRelatedToSingleCommitment(adjustment)
: TransactionDataProvider.GetTransaction(graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr,
adjustment.AdjdLineNbr));
}
private void AddJointAmountsForJointCheckAdjustment(APAdjust adjustment)
{
if (Base1.JointPayees.AskExt().IsPositive())
{
adjustment.CuryAdjgAmt = PXCache <APAdjust> .GetExtension <ApAdjustExt>(adjustment).AmountToPayPerLine;
}
}
protected virtual decimal?GetVendorAmountToPay(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
return(invoiceExtension.AmountToPay);
}
public void ValidateAmountPaid(APAdjust adjustment, decimal?amountPaid, bool doNeedShowErrorOnPersist)
{
InitializeServices(adjustment.AdjdLineNbr != 0);
ValidateAmountPaidGreaterThanTotalJointAmountToPay(adjustment, amountPaid, doNeedShowErrorOnPersist);
ValidateAmountPaidExceedsBillBalance(adjustment, amountPaid, doNeedShowErrorOnPersist);
ValidateAmountPaidExceedsVendorBalanceWithCashDiscountTaken(adjustment, amountPaid, doNeedShowErrorOnPersist);
}
private bool DoesAnyOutstandingLienWaiverExist(APAdjust adjustment)
{
var projectIds = LienWaiverProjectDataProvider.GetProjectIds(adjustment, Base).ToList();
return(lienWaiverDataProvider
.DoesAnyOutstandingComplianceExistForPrimaryVendor(adjustment.VendorID, projectIds) ||
DoesAnyOutstandingLienWaiverExistForJointPayees(adjustment, projectIds));
}
protected decimal GetAllowableCashDiscountConsiderJointPayees(APAdjust apAdjust, decimal totalJointAmountToPay)
{
var vendorPreparedBalance =
VendorPreparedBalanceCalculationService.GetVendorPreparedBalance(apAdjust);
var amountPaid = apAdjust.CuryAdjgAmt ?? 0;
return(Math.Min(vendorPreparedBalance.GetValueOrDefault(), Math.Max(amountPaid - totalJointAmountToPay, 0)));
}
private static void InitializeAdjustments(APAdjust adjustment, PayBillsFilter filter)
{
PXProcessing <APAdjust> .SetCurrentItem(adjustment);
adjustment.AdjgDocDate = filter.PayDate;
adjustment.AdjgFinPeriodID = filter.PayFinPeriodID;
PXProcessing <APAdjust> .SetProcessed();
}
private void SetAmountToPay(APInvoice invoice, APAdjust adjustment)
{
var adjustmentExtension = PXCache <APAdjust> .GetExtension <ApAdjustExt>(adjustment);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
adjustmentExtension.AmountToPayPerLine = invoiceExtension.AmountToPay;
}
protected override decimal?GetTotalVendorPaymentAmount(APAdjust adjustment, string referenceNumber,
int?origLineNbr)
{
return(AdjustmentDataProvider
.GetAdjustmentsForInvoiceGroup(Graph, referenceNumber, origLineNbr)
.Where(adj => adj.AdjdRefNbr == adjustment.AdjdRefNbr && adj.AdjdLineNbr == adjustment.AdjdLineNbr)
.Sum(adj => GetVendorPaymentAmount(adj).GetValueOrDefault()));
}
protected override decimal GetAllowableCashDiscountConsiderBillBalance(APAdjust apAdjust)
{
var billLineBalance = TransactionDataProvider
.GetTransaction(Graph, apAdjust.AdjdDocType, apAdjust.AdjdRefNbr, apAdjust.AdjdLineNbr).CuryTranBal;
var cashDiscount = billLineBalance - apAdjust.CuryAdjgPPDAmt;
return(Math.Max(cashDiscount.GetValueOrDefault(), 0));
}
private bool IsFinalAdjustment(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
invoiceBalanceCalculationService = invoice.PaymentsByLinesAllowed == true
? new InvoiceLineBalanceCalculationService(Base)
: new InvoiceBalanceCalculationService(Base);
return(invoiceBalanceCalculationService.GetInvoiceBalance(adjustment) == adjustment.CuryAdjgAmt);
}
private void ValidatePrimaryVendor(PXCache cache, APAdjust adjustment, IEnumerable <int?> projectIds,
IEnumerable <ComplianceDocument> outstandingCompliances)
{
var warningMessage = lienWaiverWarningMessageService.CreateWarningMessage(outstandingCompliances);
var formattedWarningMessage = PXMessages.LocalizeFormatNoPrefix(warningMessage);
ValidatePrimaryVendor <APAdjust.adjdLineNbr>(cache, adjustment, adjustment.VendorID, projectIds,
formattedWarningMessage, PXErrorLevel.RowWarning);
}
private bool DoesAnyOutstandingLienWaiverExistForJointPayees(APAdjust adjustment, List <int?> projectsIds)
{
var jointPayeePayments = JointPayeePaymentDataProvider.GetJointPayeePayments(Base, adjustment.AdjdRefNbr,
adjustment.AdjdDocType, adjustment.AdjdLineNbr);
var jointPayees = JointPayeeDataProvider.GetJointPayees(Base, jointPayeePayments, adjustment.AdjdLineNbr);
return(jointPayees.Any(jp => lienWaiverDataProvider
.DoesAnyOutstandingComplianceExistForJointVendor(jp, projectsIds)));
}
private void SetCashDiscountBalance(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
adjustment.CuryDiscBal = invoice.PaymentsByLinesAllowed == true
? TransactionDataProvider.GetTransaction(Base, invoice.DocType, invoice.RefNbr, adjustment.AdjdLineNbr)
.CuryCashDiscBal
: invoice.CuryOrigDiscAmt;
}
protected void APAdjust_RowInserting(PXCache sender, PXRowInsertingEventArgs e)
{
APAdjust row = e.Row as APAdjust;
if (row != null)
{
row.GetExtension <APAdjustExt>().InvoiceNbr = GetInvoiceNbr(row);
}
}
public static bool IsRelatedJointPayeePayment(this APAdjust adjustment, JointPayeePayment jointPayeePayment)
{
return(adjustment.AdjgRefNbr == jointPayeePayment.PaymentRefNbr &&
adjustment.AdjgDocType == jointPayeePayment.PaymentDocType &&
adjustment.AdjdRefNbr == jointPayeePayment.InvoiceRefNbr &&
adjustment.AdjdDocType == jointPayeePayment.InvoiceDocType &&
adjustment.AdjNbr == jointPayeePayment.AdjustmentNumber &&
adjustment.AdjdLineNbr == jointPayeePayment.BillLineNumber);
}
public void ClosePaymentCycleWorkflowIfNeeded(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
if (!JointPayeePaymentDataProvider.DoesAnyNonReleasedJointPayeePaymentExist(graph, invoice))
{
UpdateIsPaymentCycleWorkflow(invoice, false);
}
}
private void UpdateComplianceDocumentData(APAdjust adjustment, ComplianceDocument complianceDocument)
{
var payment = graph.Document.Current;
ComplianceDocumentRefNoteAttribute.SetComplianceDocumentReference <ComplianceDocument.apCheckId>(
graph.Caches <ComplianceDocument>(), complianceDocument, payment.DocType, payment.RefNbr, payment.NoteID);
UpdateComplianceDocumentAmountsIfRequired(adjustment, complianceDocument);
}
protected virtual void InsertUpdatePOAdjust(APAdjust apadjust)
{
if (Base.Document.Current?.DocType.IsNotIn(APDocType.Prepayment, APDocType.VoidCheck) == true ||
apadjust?.AdjdDocType != APDocType.Prepayment)
{
return;
}
var prepaymentRequests = new PXSelectJoin <POOrderPrepayment,
InnerJoin <POOrder, On <POOrderPrepayment.orderType, Equal <POOrder.orderType>, And <POOrderPrepayment.orderNbr, Equal <POOrder.orderNbr> > > >,
Where <POOrderPrepayment.aPDocType, Equal <Required <APAdjust.adjdDocType> >,
And <POOrderPrepayment.aPRefNbr, Equal <Required <APAdjust.adjdRefNbr> >,
And <POOrderPrepayment.aPDocType, Equal <APDocType.prepayment> > > > >(Base)
.Select(apadjust.AdjdDocType, apadjust.AdjdRefNbr);
foreach (PXResult <POOrderPrepayment, POOrder> row in prepaymentRequests)
{
POOrder order = row;
POOrderPrepayment prepaymentRequest = row;
POAdjust poadjustment = new PXSelect <POAdjust,
Where <POAdjust.adjgDocType, Equal <Current <APPayment.docType> >,
And <POAdjust.adjgRefNbr, Equal <Current <APPayment.refNbr> >,
And <POAdjust.adjNbr, Equal <Current <APPayment.adjCntr> >,
And <POAdjust.adjdDocType, Equal <Required <APInvoice.docType> >,
And <POAdjust.adjdRefNbr, Equal <Required <APInvoice.refNbr> > > > > > > >(Base)
.Select(apadjust.AdjdDocType, apadjust.AdjdRefNbr);
if (poadjustment == null)
{
poadjustment = POAdjustments.Insert(new POAdjust()
{
AdjgDocType = Base.Document.Current.DocType,
AdjgRefNbr = Base.Document.Current.RefNbr,
AdjdOrderType = prepaymentRequest.OrderType,
AdjdOrderNbr = prepaymentRequest.OrderNbr,
AdjdDocType = apadjust.AdjdDocType,
AdjdRefNbr = apadjust.AdjdRefNbr,
AdjNbr = Base.Document.Current.AdjCntr,
IsRequest = true,
});
}
if (order.CuryID == Base.Document.Current.CuryID)
{
POAdjustments.Cache.SetValueExt <POAdjust.curyAdjgAmt>(poadjustment, apadjust.CuryAdjgAmt);
}
else
{
PXCurrencyAttribute.CuryConvCury(Base.Document.Cache, Base.Document.Current, apadjust.AdjAmt ?? 0, out decimal curyamount);
POAdjustments.Cache.SetValueExt <POAdjust.curyAdjgAmt>(poadjustment, curyamount);
}
POAdjustments.Update(poadjustment);
}
}
protected decimal GetAllowableCashDiscountConsiderVendorPreparedBalance(APAdjust apAdjust)
{
var vendorPreparedBalance =
VendorPreparedBalanceCalculationService.GetVendorPreparedBalance(apAdjust);
var cashDiscountTakenFromOtherNonReleasedChecks =
GetNonReleasedCashDiscountTakenExceptCurrentAdjustment(apAdjust);
var cashDiscount = vendorPreparedBalance - cashDiscountTakenFromOtherNonReleasedChecks;
return(Math.Max(cashDiscount.GetValueOrDefault(), 0));
}
protected void AddRevertingJointPayeePayments(APAdjust originalAdjustment, APAdjust revertedAdjustment)
{
var originalJointPayeePayments =
JointPayeePaymentDataProvider.GetJointPayeePayments(Base, originalAdjustment);
foreach (var jointPayeePayment in originalJointPayeePayments)
{
AddRevertingJointPayeePayment(jointPayeePayment, revertedAdjustment);
}
}
private void UpdateComplianceDocumentAmounts(APAdjust adjustment, ComplianceDocument complianceDocument)
{
complianceDocument.LienWaiverAmount = adjustment.CuryAdjgAmt;
var jointPayeePayments = GetJointPayeePaymentsAndJointPayees(adjustment);
if (jointPayeePayments.Any())
{
complianceDocument.JointAmount = GetTotalJointAmountToPay(jointPayeePayments);
}
}
private void UpdateComplianceDocuments(APAdjust adjustment)
{
var complianceDocuments = GetRelatedComplianceDocuments(adjustment.AdjdRefNbr, adjustment.AdjdDocType);
graph.Caches <JointPayeePayment>().Persist(PXDBOperation.Insert);
foreach (var complianceDocument in complianceDocuments)
{
UpdateComplianceDocument(adjustment, complianceDocument);
}
}
