protected virtual void PMBudget_UOM_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
{
PMBudget row = e.Row as PMBudget;
if (row == null || string.IsNullOrEmpty(row.UOM))
{
return;
}
var select = new PXSelect <PMTran, Where <PMTran.projectID, Equal <Current <PMBudget.projectID> >,
And <PMTran.taskID, Equal <Current <PMBudget.projectTaskID> >,
And <PMTran.costCodeID, Equal <Current <PMBudget.costCodeID> >,
And <PMTran.inventoryID, Equal <Current <PMBudget.inventoryID> >,
And2 <Where <PMTran.accountGroupID, Equal <Current <PMBudget.accountGroupID> >, Or <PMTran.offsetAccountGroupID, Equal <Current <PMBudget.accountGroupID> > > >,
And <PMTran.released, Equal <True>,
And <PMTran.uOM, NotEqual <Required <PMTran.uOM> > > > > > > > > >(this);
string uom = (string)e.NewValue;
if (!string.IsNullOrEmpty(uom))
{
PMTran tranInOtherUOM = select.SelectWindowed(0, 1, uom);
if (tranInOtherUOM != null)
{
var ex = new PXSetPropertyException(Messages.OtherUomUsedInTransaction);
ex.ErrorValue = uom;
throw ex;
}
}
}
public static void ReverseAllocatedTran(PMTran tran)
{
RegisterEntry pmEntry = PXGraph.CreateInstance <RegisterEntry>();
pmEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
PMRegister reversalDoc = (PMRegister)pmEntry.Document.Cache.Insert();
reversalDoc.OrigDocType = PMOrigDocType.AllocationReversal;
reversalDoc.OrigDocNbr = tran.RefNbr;
reversalDoc.Description = "Allocation Reversal to Non-Billable";
pmEntry.Document.Current = reversalDoc;
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
foreach (PMTran reverse in engine.ReverseTran(tran))
{
reverse.Reversed = true;
pmEntry.Transactions.Insert(reverse);
}
tran.Reversed = true;
pmEntry.Transactions.Update(tran);
pmEntry.Save.Press();
PMSetup setup = PXSelect <PMSetup> .Select(pmEntry);
if (setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(reversalDoc);
}
}
public decimal?GetRate(string rateTableID, string rateTypeID, PMTran tran)
{
if (string.IsNullOrEmpty(rateTableID))
{
throw new ArgumentNullException(nameof(rateTableID), PXMessages.LocalizeNoPrefix(Messages.ArgumentIsNullOrEmpty));
}
trace = new StringBuilder();
trace.AppendFormat("Calculating Rate. RateTable:{0}, RateType:{1}", rateTableID, rateTypeID);
List <PMRateDefinition> list;
if (definitions.TryGetValue(GetDefinitionKey(rateTableID, rateTypeID), out list))
{
foreach (PMRateDefinition rd in list)
{
trace.AppendFormat("Start Processing Sequence:{0}", rd.Description);
decimal?rate = GetRate(rd, tran);
if (rate != null)
{
trace.AppendFormat("End Processing Sequence. Rate Defined:{0}", rate);
return(rate);
}
else
{
trace.AppendFormat("End Processing Sequence. Rate Not Defined");
}
}
}
return(null);
}
public virtual object Evaluate(PMNameNode node, PMTran row)
{
if ( node.IsAttribute )
return engine.Evaluate(node.ObjectName, null, node.FieldName, row);
else
return engine.Evaluate(node.ObjectName, node.FieldName, null, row);
}
public virtual PMTran ExpenseTransactionFromBudget(PMBudget budget, PMProject project, PMTask task, PMAccountGroup accountGroup, InventoryItem item, PMCostCode costcode)
{
PMTran tran = new PMTran();
tran.AccountGroupID = budget.AccountGroupID;
tran.ProjectID = budget.ProjectID;
tran.TaskID = budget.ProjectTaskID;
tran.InventoryID = budget.InventoryID;
tran.AccountID = item.InventoryID != null ? item.COGSAcctID : accountGroup.AccountID;
tran.SubID = item.InventoryID != null ? item.COGSSubID : accountGroup.AccountID;
tran.TranCuryAmount = budget.CuryRevisedAmount;
tran.ProjectCuryAmount = budget.CuryRevisedAmount;
tran.TranCuryID = project.CuryID;
tran.ProjectCuryID = project.CuryID;
tran.Qty = budget.RevisedQty;
tran.UOM = budget.UOM;
tran.BAccountID = task.CustomerID;
tran.LocationID = task.LocationID;
tran.Billable = true;
tran.UseBillableQty = true;
tran.BillableQty = budget.RevisedQty;
tran.Released = true;
return(tran);
}
/// <summary>
/// Increases the counter of unbilled transactions.
/// Billed and Reversed transactions are ignored.
/// Note: Although the method will add all necessary caches to the views collection of the graph to be saved on persist.
/// This will work only if the graph is persisted within the context of current request. If there will be graph load/unload
/// between this call and the Persist please add the required Caches to the graph manualy.
/// </summary>
public static void AddToUnbilledSummary(PXGraph graph, PMTran tran)
{
if (tran.Billed == true || tran.ExcludedFromBilling == true)
{
return;
}
UpdateUnbilledSummary(graph, tran, false);
}
protected virtual List <PMTran> CreateExpenseTransactions(PMTask task, out DateTime?lastDate)
{
lastDate = null;
PXSelectBase <PMProjectStatus> select = new PXSelectJoin <PMProjectStatus,
InnerJoin <PMTask, On <PMTask.projectID, Equal <PMProjectStatus.projectID>, And <PMTask.taskID, Equal <PMProjectStatus.projectTaskID> > >,
InnerJoin <PMAccountGroup, On <PMProjectStatus.accountGroupID, Equal <PMAccountGroup.groupID> >,
LeftJoin <InventoryItem, On <PMProjectStatus.inventoryID, Equal <InventoryItem.inventoryID> > > > >,
Where <PMProjectStatus.projectID, Equal <Required <PMTask.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMTask.taskID> >,
And <PMAccountGroup.type, Equal <AccountType.expense> > > > >(this);
List <PMTran> trans = new List <PMTran>();
foreach (PXResult <PMProjectStatus, PMTask, PMAccountGroup, InventoryItem> res in select.Select(task.ProjectID, task.TaskID))
{
PMProjectStatus ps = (PMProjectStatus)res;
InventoryItem item = (InventoryItem)res;
PMTran tran = new PMTran();
tran.AccountGroupID = ps.AccountGroupID;
tran.ProjectID = ps.ProjectID;
tran.TaskID = ps.ProjectTaskID;
tran.InventoryID = ps.InventoryID;
tran.AccountID = item.InventoryID != null ? item.COGSAcctID : null;
tran.SubID = item.InventoryID != null ? item.COGSSubID : null;
tran.Amount = ps.Amount;
tran.Qty = ps.Qty;
tran.UOM = ps.UOM;
tran.BAccountID = task.CustomerID;
tran.LocationID = task.LocationID;
tran.Billable = true;
tran.UseBillableQty = true;
tran.BillableQty = ps.RevisedQty;
tran.Date = FinPeriodIDAttribute.PeriodEndDate(this, ps.PeriodID);
tran.StartDate = tran.Date;
tran.EndDate = tran.Date;
tran.FinPeriodID = ps.PeriodID;
tran.TranPeriodID = ps.PeriodID;
tran.Released = true;
if (lastDate != null)
{
if (lastDate < tran.Date)
{
lastDate = tran.Date;
}
}
else
{
lastDate = tran.Date;
}
trans.Add(Transactions.Insert(tran));
}
return(trans);
}
/// <summary>
/// Decreases the counter of unbilled transactions.
/// Only Billed or Reversed transactions are processed.
/// Note: Although the method will add all necessary caches to the views collection of the graph to be saved on persist.
/// This will work only if the graph is persisted within the context of current request. If there will be graph load/unload
/// between this call and the Persist please add the required Caches to the graph manualy.
/// </summary>
public static void SubtractFromUnbilledSummary(PXGraph graph, PMTran tran)
{
if (tran.Billed != true && tran.ExcludedFromBilling != true)
{
return;
}
UpdateUnbilledSummary(graph, tran, true);
}
public BillingData(ARTran tran, PMBillingRule rule, PMTran pmTran, string subCD, string note, Guid[] files)
{
this.Tran = tran;
this.Rule = rule;
this.PMTran = pmTran;
this.SubCD = subCD;
this.Note = note;
this.Files = files;
}
/// <summary>
/// Increases the counter of unbilled transactions.
/// Billed and Reversed transactions are ignored.
/// </summary>
public static void AddToUnbilledSummary(PXGraph graph, PMTran tran)
{
if (tran.Billed == true || tran.Reversed == true)
{
return;
}
UpdateUnbilledSummary(graph, tran, false);
}
protected virtual void ARTran_RowDeleted(PXCache sender, PXRowDeletedEventArgs e)
{
if (Base.Document.Current.IsRetainageDocument != true && ((ARTran)e.Row).TaskID != null && Base.Document.Current.ProformaExists != true)
{
AddToInvoiced((ARTran)e.Row, GetProjectedAccountGroup((ARTran)e.Row), -1 * (int)ARDocType.SignAmount(((ARTran)e.Row).TranType).GetValueOrDefault(1));
var select = new PXSelect <PMTran, Where <PMTran.aRTranType, Equal <Required <PMTran.aRTranType> >,
And <PMTran.aRRefNbr, Equal <Required <PMTran.aRRefNbr> >,
And <PMTran.refLineNbr, Equal <Required <PMTran.refLineNbr> > > > > >(Base);
string tranType = ((ARTran)e.Row).TranType;
string refNbr = ((ARTran)e.Row).RefNbr;
int? lineNbr = ((ARTran)e.Row).LineNbr;
if (tranType == ARDocType.CreditMemo && !string.IsNullOrEmpty(Base.Document.Current.OrigRefNbr))
{
tranType = Base.Document.Current.OrigDocType;
refNbr = Base.Document.Current.OrigRefNbr;
lineNbr = ((ARTran)e.Row).OrigLineNbr;
}
PMTran original = select.SelectWindowed(0, 1, tranType, refNbr, lineNbr);
if (original == null) //progressive line
{
SubtractAmountToInvoice(((ARTran)e.Row), GetProjectedAccountGroup((ARTran)e.Row), -1 * (int)ARDocType.SignAmount(((ARTran)e.Row).TranType).GetValueOrDefault(1)); //Restoring AmountToInvoice
}
}
if (e.Row != null)
{
if (!isARInvoiceDeleting)
{
foreach (PM.PMTran pMRef in Base.RefContractUsageTran.Select(((ARTran)e.Row).TranType, ((ARTran)e.Row).RefNbr, ((ARTran)e.Row).LineNbr))
{
if (pMRef != null)
{
pMRef.ARRefNbr = null;
pMRef.ARTranType = null;
pMRef.RefLineNbr = null;
if (Base.Document.Current != null && Base.Document.Current.ProformaExists != true)
{
pMRef.Billed = false;
pMRef.BilledDate = null;
pMRef.InvoicedQty = 0;
pMRef.InvoicedAmount = 0;
PM.RegisterReleaseProcess.AddToUnbilledSummary(Base, pMRef);
}
Base.RefContractUsageTran.Update(pMRef);
}
}
}
}
}
public virtual object Evaluate(PMNameNode node, PMTran row)
{
if (node.IsAttribute)
{
return(engine.Evaluate(node.ObjectName, null, node.FieldName, row));
}
else
{
return(engine.Evaluate(node.ObjectName, node.FieldName, null, row));
}
}
protected virtual bool IsNonGL(PMTran tran)
{
if (tran.IsNonGL == true)
{
return(true);
}
if (tran.AccountID == null && tran.OffsetAccountID == null)
{
return(true);
}
return(false);
}
protected virtual IList <PMTran> ReverseTranNonGL(PMTran tran)
{
List <PMTran> list = new List <PMTran>();
//debit:
PMTran debit = new PMTran();
debit.AccountGroupID = tran.AccountGroupID;
debit.OffsetAccountGroupID = tran.OffsetAccountGroupID;
debit.ProjectID = tran.ProjectID;
debit.Date = tran.Date;
debit.FinPeriodID = tran.FinPeriodID;
debit.TaskID = tran.TaskID;
debit.InventoryID = tran.InventoryID;
debit.Description = tran.Description;
debit.UOM = tran.UOM;
debit.Qty = -tran.Qty;
debit.Billable = tran.Billable;
debit.BillableQty = -tran.BillableQty;
debit.Amount = -tran.Amount;
debit.Allocated = true;
debit.Billed = true;
debit.IsNonGL = true;
list.Add(debit);
//credit:
if (tran.OffsetAccountGroupID != null)
{
PMTran credit = new PMTran();
credit.AccountGroupID = tran.OffsetAccountGroupID;
credit.ProjectID = tran.ProjectID;
credit.TaskID = tran.TaskID;
credit.InventoryID = tran.InventoryID;
credit.Description = tran.Description;
credit.Date = tran.Date;
credit.FinPeriodID = tran.FinPeriodID;
credit.UOM = tran.UOM;
credit.Qty = tran.Qty;
credit.Billable = tran.Billable;
credit.BillableQty = tran.BillableQty;
credit.Amount = tran.Amount;
credit.Allocated = true;
credit.Billed = true;
credit.IsNonGL = true;
list.Add(credit);
}
return(list);
}
public RateEngine(PXGraph graph, string rateTypeID, PMTran tran)
{
if (graph == null)
throw new ArgumentNullException("graph");
if (string.IsNullOrEmpty(rateTypeID))
throw new ArgumentNullException("rateTypeID", "Argument is null or an empty string");
if (tran == null)
throw new ArgumentNullException("tran");
this.graph = graph;
this.rateTypeID = rateTypeID;
this.tran = tran;
}
public virtual IList <PMTran> ReverseTran(PMTran tran)
{
List <PMTran> list = new List <PMTran>();
if (IsNonGL(tran))
{
list.AddRange(ReverseTranNonGL(tran));
}
else
{
list.Add(ReverseTranGL(tran));
}
return(list);
}
protected virtual void PMTran_AccountID_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
{
PMTran row = e.Row as PMTran;
if (row != null && e.NewValue != null)
{
Account item = PXSelect <Account, Where2 <Match <Current <AccessInfo.userName> >, And <Account.accountID, Equal <Required <Account.accountID> > > > > .Select(sender.Graph, e.NewValue);
if (row != null && item != null && (item.AccountGroupID == null || item.AccountGroupID != row.AccountGroupID))
{
PMAccountGroup accountGroup = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMAccountGroup.groupID> > > > .Select(sender.Graph, row.AccountGroupID);
throw new PXException(PM.Messages.AccountIsNotAssociatedWithAccountGroup, item.AccountCD, accountGroup.GroupCD);
}
}
}
protected virtual bool IsUnbilled(PMTran tran, string billingID)
{
if (billable == null)
{
PXResultset <PMBillingRule> rules = PXSelect <PMBillingRule> .Select(this);
billable = new List <string>(rules.Count);
foreach (PMBillingRule rule in rules)
{
billable.Add(string.Format("{0}.{1}", rule.BillingID, rule.AccountGroupID));
}
}
return(billable.Contains(string.Format("{0}.{1}", billingID, tran.AccountGroupID)));
}
protected virtual void PMTask_BillingID_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
{
PMTask row = e.Row as PMTask;
if (row != null)
{
PMTran allocatedTran = PXSelect <PMTran, Where <PMTran.billingID, NotEqual <Required <PMTran.billingID> >,
And <PMTran.allocated, Equal <True>,
And <PMTran.projectID, Equal <Current <PMTask.projectID> >,
And <PMTran.taskID, Equal <Current <PMTask.taskID> > > > > > > .SelectWindowed(this, 0, 1, e.NewValue);
if (allocatedTran != null)
{
sender.RaiseExceptionHandling <PMTask.billingID>(e.Row, e.NewValue, new PXSetPropertyException(Warnings.HasAllocatedTrans, PXErrorLevel.Warning, allocatedTran.BillingID));
}
}
}
protected virtual void PMTran_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
PMTran row = e.Row as PMTran;
if (row != null)
{
PMAccountGroup accGroup = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMTran.accountGroupID> > > > .Select(this, row.AccountGroupID);
if (accGroup.Type == GL.AccountType.Income || accGroup.Type == GL.AccountType.Liability)
{
row.AmountNormal = row.Amount * -1;
}
else
{
row.AmountNormal = row.Amount;
}
}
}
public string GetTrace(PMTran tran)
{
//Add transaction properties:
PMAccountGroup ag = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMAccountGroup.groupID> > > > .Select(graph, tran.AccountGroupID);
if (ag != null)
{
trace.AppendFormat(" PMTran.AccountGroup={0} ", ag.GroupCD);
}
IN.InventoryItem inventoryItem = PXSelect <IN.InventoryItem, Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(graph, tran.InventoryID);
if (inventoryItem != null)
{
trace.AppendFormat(" PMTran.InventoryID={0} ", inventoryItem.InventoryCD);
}
return(trace.ToString());
}
protected virtual PMTran ReverseTranGL(PMTran tran)
{
Account offsetAccount = PXSelect <Account, Where <Account.accountID, Equal <Required <Account.accountID> > > > .Select(this, tran.OffsetAccountID);
if (offsetAccount != null && offsetAccount.AccountGroupID != null)
{
//Debit-Credit reversal
PMTran rvrs = PXCache <PMTran> .CreateCopy(tran);
rvrs.TranID = null;
rvrs.TranType = null;
rvrs.RefNbr = null;
rvrs.RefLineNbr = null;
rvrs.BatchNbr = null;
rvrs.TranDate = null;
rvrs.TranPeriodID = null;
rvrs.Released = null;
rvrs.AccountID = tran.OffsetAccountID;
rvrs.SubID = tran.OffsetSubID;
rvrs.OffsetAccountID = tran.AccountID;
rvrs.OffsetSubID = tran.SubID;
rvrs.AccountGroupID = offsetAccount.AccountGroupID;
return(rvrs);
}
else
{
//-ve reversal
PMTran rvrs = PXCache <PMTran> .CreateCopy(tran);
rvrs.TranID = null;
rvrs.TranType = null;
rvrs.RefNbr = null;
rvrs.RefLineNbr = null;
rvrs.BatchNbr = null;
rvrs.TranDate = null;
rvrs.TranPeriodID = null;
rvrs.Released = null;
rvrs.Amount *= -1;
rvrs.Qty *= -1;
rvrs.BillableQty *= -1;
return(rvrs);
}
}
public static void ReverseAllocatedTran(PMTran tran)
{
RegisterEntry pmEntry = PXGraph.CreateInstance <RegisterEntry>();
pmEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
PMRegister reversalDoc = (PMRegister)pmEntry.Document.Cache.Insert();
reversalDoc.OrigDocType = PMOrigDocType.AllocationReversal;
reversalDoc.OrigDocNbr = tran.RefNbr;
reversalDoc.Description = PXMessages.LocalizeNoPrefix(Messages.AllocationReversalNonBilling);
pmEntry.Document.Current = reversalDoc;
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
foreach (PMTran reverse in engine.ReverseTran(tran))
{
reverse.Reversed = true;
reverse.Date = null;
reverse.FinPeriodID = null;
reverse.TranDate = null;
reverse.TranPeriodID = null;
pmEntry.Transactions.Insert(reverse);
}
tran.Reversed = true;
PM.RegisterReleaseProcess.SubtractFromUnbilledSummary(pmEntry, tran);
pmEntry.Transactions.Update(tran);
pmEntry.Save.Press();
PMSetup setup = PXSelect <PMSetup> .Select(pmEntry);
if (setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(reversalDoc);
}
}
public virtual IEnumerable ViewAllocation(PXAdapter adapter)
{
PMAllocationAuditTran audit = PXSelect <PMAllocationAuditTran, Where <PMAllocationAuditTran.sourceTranID, Equal <Current <PMTran.tranID> > > > .SelectSingleBound(this, new object[] { Transactions.Current });
if (audit != null)
{
PMTran allocation = PXSelect <PMTran, Where <PMTran.tranID, Equal <Required <PMTran.tranID> > > > .Select(this, audit.TranID);
if (allocation != null)
{
RegisterEntry graph = CreateInstance <RegisterEntry>();
graph.Document.Current = graph.Document.Search <PMRegister.refNbr>(allocation.RefNbr, allocation.TranType);
throw new PXRedirectRequiredException(graph, "PMTransactiosn")
{
Mode = PXBaseRedirectException.WindowMode.NewWindow
};
}
}
return(adapter.Get());
}
public RateEngine(PXGraph graph, string rateTypeID, PMTran tran)
{
if (graph == null)
{
throw new ArgumentNullException(nameof(graph));
}
if (string.IsNullOrEmpty(rateTypeID))
{
throw new ArgumentNullException(nameof(rateTypeID), PXMessages.LocalizeNoPrefix(Messages.ArgumentIsNullOrEmpty));
}
if (tran == null)
{
throw new ArgumentNullException(nameof(tran));
}
this.graph = graph;
this.rateTypeID = rateTypeID;
this.tran = tran;
}
public RateEngine(PXGraph graph, string rateTypeID, PMTran tran)
{
if (graph == null)
{
throw new ArgumentNullException("graph");
}
if (string.IsNullOrEmpty(rateTypeID))
{
throw new ArgumentNullException("rateTypeID", Messages.ArgumentNullEmptyError);
}
if (tran == null)
{
throw new ArgumentNullException("tran");
}
this.graph = graph;
this.rateTypeID = rateTypeID;
this.tran = tran;
}
public virtual List <PMTran> CreateExpenseTransactions(int?projectID)
{
PXSelectBase <PMBudget> select = new PXSelectJoin <PMBudget,
InnerJoin <PMProject, On <PMProject.contractID, Equal <PMBudget.projectID> >,
InnerJoin <PMTask, On <PMTask.projectID, Equal <PMBudget.projectID>, And <PMTask.taskID, Equal <PMBudget.projectTaskID> > >,
InnerJoin <PMAccountGroup, On <PMBudget.accountGroupID, Equal <PMAccountGroup.groupID> >,
InnerJoin <PMCostCode, On <PMBudget.costCodeID, Equal <PMCostCode.costCodeID> >,
LeftJoin <InventoryItem, On <PMBudget.inventoryID, Equal <InventoryItem.inventoryID> > > > > > >,
Where <PMBudget.projectID, Equal <Required <PMTask.projectID> >,
And <PMAccountGroup.type, Equal <AccountType.expense> > > >(this);
List <PMTran> trans = new List <PMTran>();
foreach (PXResult <PMBudget, PMProject, PMTask, PMAccountGroup, PMCostCode, InventoryItem> res in select.Select(projectID))
{
PMTran tran = ExpenseTransactionFromBudget(res, res, res, res, res, res);
trans.Add(Transactions.Insert(tran));
}
return(trans);
}
private static void UpdateUnbilledSummary(PXGraph graph, PMTran tran, bool reverse)
{
if (tran.ProjectID == null || tran.TaskID == null || tran.AccountGroupID == null || tran.Date == null)
{
return;
}
graph.Views.Caches.Add(typeof(PMUnbilledDailySummaryAccum));
int counter = reverse ? -1 : 1;
PMUnbilledDailySummaryAccum unbilled = new PMUnbilledDailySummaryAccum();
unbilled.ProjectID = tran.ProjectID;
unbilled.TaskID = tran.TaskID;
unbilled.AccountGroupID = tran.AccountGroupID;
unbilled.Date = tran.Date;
unbilled = (PMUnbilledDailySummaryAccum)graph.Caches[typeof(PMUnbilledDailySummaryAccum)].Insert(unbilled);
unbilled.Billable += tran.Billable == true ? counter : 0;
unbilled.NonBillable += tran.Billable == true ? 0 : counter;
}
protected virtual void RunAutoBudget(PMTask task)
{
PXSelectBase <PMProjectStatus> select = new PXSelectJoin <PMProjectStatus,
InnerJoin <PMTask, On <PMTask.projectID, Equal <PMProjectStatus.projectID>, And <PMTask.taskID, Equal <PMProjectStatus.projectTaskID> > >,
InnerJoin <PMAccountGroup, On <PMProjectStatus.accountGroupID, Equal <PMAccountGroup.groupID> >,
LeftJoin <InventoryItem, On <PMProjectStatus.inventoryID, Equal <InventoryItem.inventoryID> > > > >,
Where <PMProjectStatus.projectID, Equal <Required <PMTask.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMTask.taskID> >,
And <PMAccountGroup.type, Equal <AccountType.expense> > > > >(this);
List <PMTran> trans = new List <PMTran>();
foreach (PXResult <PMProjectStatus, PMTask, PMAccountGroup, InventoryItem> res in select.Select(task.ProjectID, task.TaskID))
{
PMProjectStatus ps = (PMProjectStatus)res;
InventoryItem item = (InventoryItem)res;
PMTran tran = new PMTran();
tran.AccountGroupID = ps.AccountGroupID;
tran.ProjectID = ps.ProjectID;
tran.TaskID = ps.ProjectTaskID;
tran.InventoryID = ps.InventoryID;
tran.AccountID = item.InventoryID != null ? item.SalesAcctID : null;
tran.Amount = ps.RevisedAmount;
tran.Qty = ps.RevisedQty;
tran.UOM = ps.UOM;
tran.BAccountID = task.CustomerID;
tran.LocationID = task.LocationID;
tran.Billable = true;
tran.BillableQty = ps.RevisedQty;
tran.Date = FinPeriodIDAttribute.PeriodEndDate(this, ps.PeriodID);
tran.StartDate = tran.Date;
tran.EndDate = tran.Date;
tran.FinPeriodID = ps.PeriodID;
tran.TranPeriodID = ps.PeriodID;
trans.Add(tran);
}
}
protected virtual void PMTask_RowDeleting(PXCache sender, PXRowDeletingEventArgs e)
{
PMTask row = e.Row as PMTask;
if (row == null)
{
return;
}
if (row.IsActive == true && row.IsCancelled == false)
{
throw new PXException(Messages.OnlyPlannedCanbeDeleted);
}
//validate that all child records can be deleted:
PMTran tran = PXSelect <PMTran, Where <PMTran.projectID, Equal <Required <PMTask.projectID> >, And <PMTran.taskID, Equal <Required <PMTask.taskID> > > > > .SelectWindowed(this, 0, 1, row.ProjectID, row.TaskID);
if (tran != null)
{
throw new PXException(Messages.HasTranData);
}
PMTimeActivity activity = PXSelect <PMTimeActivity, Where <PMTimeActivity.projectID, Equal <Required <PMTask.projectID> >, And <PMTimeActivity.projectTaskID, Equal <Required <PMTask.taskID> > > > > .SelectWindowed(this, 0, 1, row.ProjectID, row.TaskID);
if (activity != null)
{
throw new PXException(Messages.HasActivityData);
}
EP.EPTimeCardItem timeCardItem = PXSelect <EP.EPTimeCardItem, Where <EP.EPTimeCardItem.projectID, Equal <Required <PMTask.projectID> >, And <EP.EPTimeCardItem.taskID, Equal <Required <PMTask.taskID> > > > > .SelectWindowed(this, 0, 1, row.ProjectID, row.TaskID);
if (timeCardItem != null)
{
throw new PXException(Messages.HasTimeCardItemData);
}
}
public static void ReverseAllocatedTran(PMTran tran)
{
RegisterEntry pmEntry = PXGraph.CreateInstance <RegisterEntry>();
pmEntry.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
pmEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; });
PMRegister origDoc = PXSelectReadonly <PMRegister, Where <PMRegister.refNbr, Equal <Required <PMRegister.refNbr> > > > .Select(pmEntry, tran.RefNbr);
PMRegister reversalDoc = (PMRegister)pmEntry.Document.Cache.Insert();
reversalDoc.OrigDocType = PMOrigDocType.Reversal;
reversalDoc.OrigNoteID = origDoc.NoteID;
reversalDoc.Description = PXMessages.LocalizeNoPrefix(Messages.AllocationReversal);
pmEntry.Document.Current = reversalDoc;
PMBillEngine engine = PXGraph.CreateInstance <PMBillEngine>();
foreach (PMTran reverse in engine.ReverseTran(tran))
{
pmEntry.Transactions.Insert(reverse);
}
tran.ExcludedFromBilling = true;
tran.ExcludedFromBillingReason = PXMessages.LocalizeNoPrefix(Messages.ExcludedFromBillingAsReversed);
PM.RegisterReleaseProcess.SubtractFromUnbilledSummary(pmEntry, tran);
pmEntry.Transactions.Update(tran);
pmEntry.Save.Press();
PMSetup setup = PXSelect <PMSetup> .Select(pmEntry);
if (setup.AutoReleaseAllocation == true)
{
RegisterRelease.Release(reversalDoc);
}
}
public TranNotePair(PMTran tran, Note note)
{
this.Tran = tran;
this.Note = note;
}
/// <summary>
/// Updates Project Status Balance using PMProjectStatusAccum.
/// </summary>
public static IList <PMHistory> UpdateProjectBalance(PXGraph graph, PMTran pmt, PMAccountGroup ag, Account acc, int mult)
{
List <PMHistory> list = new List <PMHistory>();
PXSelectBase <PMProjectStatus> selectProjectStatus = new PXSelect <PMProjectStatus,
Where <PMProjectStatus.accountGroupID, Equal <Required <PMProjectStatus.accountGroupID> >,
And <PMProjectStatus.projectID, Equal <Required <PMProjectStatus.projectID> >,
And <PMProjectStatus.projectTaskID, Equal <Required <PMProjectStatus.projectTaskID> >,
And <PMProjectStatus.inventoryID, Equal <Required <PMProjectStatus.inventoryID> > > > > > >(graph); // select any without restricting by FinPeriod
int inventoryID = PMProjectStatus.EmptyInventoryID;
PMProjectStatus status = null;
if (pmt.InventoryID != null)
{
status = selectProjectStatus.Select(ag.GroupID, pmt.ProjectID, pmt.TaskID, pmt.InventoryID);
if (status == null)
{
status = selectProjectStatus.Select(ag.GroupID, pmt.ProjectID, pmt.TaskID, PMProjectStatus.EmptyInventoryID);
}
else
{
inventoryID = status.InventoryID ?? PMProjectStatus.EmptyInventoryID;
}
}
else
{
status = selectProjectStatus.Select(ag.GroupID, pmt.ProjectID, pmt.TaskID, PMProjectStatus.EmptyInventoryID);
}
string UOM = null;
decimal rollupQty = 0;
if (status == null)
{
//Status does not exist for given Inventory and <Other> is not present.
}
else
{
if (status.InventoryID == PMProjectStatus.EmptyInventoryID)
{
//<Other> item is present. Update only if UOMs are same.
decimal convertedQty;
if (IN.INUnitAttribute.TryConvertGlobalUnits(graph, pmt.UOM, status.UOM, pmt.Qty.GetValueOrDefault(), IN.INPrecision.QUANTITY, out convertedQty))
{
rollupQty = convertedQty;
UOM = status.UOM;
}
}
else
{
UOM = status.UOM;
//Item matches. Convert to UOM of ProjectStatus.
if (status.UOM != pmt.UOM)
{
decimal inBase = IN.INUnitAttribute.ConvertToBase(graph.Caches[pmt.GetType()], pmt.InventoryID, pmt.UOM, pmt.Qty ?? 0, IN.INPrecision.QUANTITY);
try
{
rollupQty = IN.INUnitAttribute.ConvertFromBase(graph.Caches[pmt.GetType()], pmt.InventoryID, status.UOM, inBase, IN.INPrecision.QUANTITY);
}
catch (PX.Objects.IN.PXUnitConversionException ex)
{
IN.InventoryItem item = PXSelect <IN.InventoryItem, Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(graph, pmt.InventoryID);
string msg = PXMessages.LocalizeFormatNoPrefixNLA(Messages.UnitConversionNotDefinedForItemOnBudgetUpdate, item.BaseUnit, status.UOM, item.InventoryCD);
throw new PXException(msg, ex);
}
}
else
{
rollupQty = pmt.Qty ?? 0;
}
}
}
if (pmt.TaskID != null && (rollupQty != 0 || pmt.Amount != 0)) //TaskID will be null for Contract
{
PMProjectStatusAccum ps = new PMProjectStatusAccum();
ps.PeriodID = pmt.FinPeriodID;
ps.ProjectID = pmt.ProjectID;
ps.ProjectTaskID = pmt.TaskID;
ps.AccountGroupID = ag.GroupID;
ps.InventoryID = inventoryID;
ps.UOM = UOM;
if (status != null)
{
ps.IsProduction = status.IsProduction;
}
ps = (PMProjectStatusAccum)graph.Caches[typeof(PMProjectStatusAccum)].Insert(ps);
decimal amt = mult * pmt.Amount.GetValueOrDefault();
ps.ActualQty += rollupQty * mult;
ps.ActualAmount += amt;
graph.Views.Caches.Add(typeof(PMProjectStatusAccum));
#region PMTask Totals Update
PMTaskTotal ta = new PMTaskTotal();
ta.ProjectID = pmt.ProjectID;
ta.TaskID = pmt.TaskID;
ta = (PMTaskTotal)graph.Caches[typeof(PMTaskTotal)].Insert(ta);
string accType = null;
int multFix = 1; //flip back the sign if it was changed because of ag.Type<>acc.type
if (pmt.TranType == BatchModule.PM && acc != null && !string.IsNullOrEmpty(acc.Type))
{
//Only transactions that originated in PM were inverted and require to be fixed.
accType = ag.Type;
if (acc.Type != ag.Type)
{
multFix = -1;
}
}
else
{
accType = ag.Type;
}
switch (accType)
{
case AccountType.Asset:
ta.Asset += amt * multFix;
break;
case AccountType.Liability:
ta.Liability += amt * multFix;
break;
case AccountType.Income:
ta.Income += amt * multFix;
break;
case AccountType.Expense:
ta.Expense += amt * multFix;
break;
}
graph.Views.Caches.Add(typeof(PMTaskTotal));
#endregion
#region History
PMHistory hist = new PMHistory();
hist.ProjectID = pmt.ProjectID;
hist.ProjectTaskID = pmt.TaskID;
hist.AccountGroupID = ag.GroupID;
hist.InventoryID = pmt.InventoryID ?? PMProjectStatus.EmptyInventoryID;
hist.PeriodID = pmt.FinPeriodID;
decimal baseQty = 0;
list.Add(hist);
if (pmt.InventoryID != null && pmt.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID && rollupQty != 0)
{
baseQty = mult * PX.Objects.IN.INUnitAttribute.ConvertToBase(graph.Caches[typeof(PMHistory)], pmt.InventoryID, UOM, rollupQty, PX.Objects.IN.INPrecision.QUANTITY);
}
hist.FinPTDAmount = amt;
hist.FinYTDAmount = amt;
hist.FinPTDQty = baseQty;
hist.FinYTDQty = baseQty;
if (pmt.FinPeriodID == pmt.TranPeriodID)
{
hist.TranPTDAmount = amt;
hist.TranYTDAmount = amt;
hist.TranPTDQty = baseQty;
hist.TranYTDQty = baseQty;
}
else
{
PMHistory tranHist = new PMHistory();
tranHist.ProjectID = pmt.ProjectID;
tranHist.ProjectTaskID = pmt.TaskID;
tranHist.AccountGroupID = ag.GroupID;
tranHist.InventoryID = pmt.InventoryID ?? PM.PMProjectStatus.EmptyInventoryID;
tranHist.PeriodID = pmt.TranPeriodID;
list.Add(tranHist);
tranHist.TranPTDAmount = amt;
tranHist.TranYTDAmount = amt;
tranHist.TranPTDQty = baseQty;
tranHist.TranYTDQty = baseQty;
}
#endregion
}
return(list);
}