/// <summary>
/// Inserts in the Smartsheet project Subtasks defined in the Project Template Task from Acumatica
/// </summary>
/// <param name="projectEntryGraph"></param>
/// <param name="smartsheetClient"></param>
/// <param name="sheet"></param>
/// <param name="ssRowSet"></param>
/// <param name="smartSheetHelperObject"></param>
/// <param name="columnMap"></param>
/// <param name="ssTaskIDPosition"></param>
public void InsertAcumaticaSubTasks(ProjectEntry projectEntryGraph,
SmartsheetClient smartsheetClient,
Sheet sheet,
IList <Row> ssRowSet,
SmartsheetHelper smartSheetHelperObject,
Dictionary <string, long> columnMap,
int ssTaskIDPosition,
PXResultset <PMSSMapping> templateMappingSet)
{
if (projectEntryGraph.Project.Current != null &&
projectEntryGraph.Project.Current.TemplateID != null)
{
PXResultset <PMTask> templateTasksSet = PXSelect <
PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> > > >
.Select(projectEntryGraph, projectEntryGraph.Project.Current.TemplateID);
foreach (PMTask templateTask in templateTasksSet)
{
PMTask actualTask = PXSelect <
PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.taskCD, Equal <Required <PMTask.taskCD> > > > >
.Select(projectEntryGraph, projectEntryGraph.Project.Current.ContractID, templateTask.TaskCD.Trim());
if (actualTask == null)
{
continue;
}
PMTaskSSExt pmTemplateTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(templateTask);
PXResultset <PMSubTask> templateSubTasksSet = PXSelect <
PMSubTask,
Where <PMSubTask.projectID, Equal <Required <PMSubTask.projectID> >,
And <PMSubTask.taskID, Equal <Required <PMSubTask.taskID> > > >,
OrderBy <
Asc <PMSubTask.position> > >
.Select(projectEntryGraph, templateTask.ProjectID, templateTask.TaskID);
int dependencyStartDateOffset = 0;
long dependencySibling = 0;
foreach (Row ssRow in ssRowSet)
{
if (ssRow.Cells[ssTaskIDPosition].Value != null &&
string.Equals(ssRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), templateTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
{
foreach (PMSubTask subTaskRow in templateSubTasksSet)
{
dependencySibling = smartSheetHelperObject.AddSubTasks(smartsheetClient, projectEntryGraph, columnMap, sheet, actualTask, pmTemplateTaskSSExtRow, subTaskRow, ssRow.Id, dependencyStartDateOffset, dependencySibling, templateMappingSet);
}
}
}
}
}
return;
}
/// <summary>
/// Updates SS Project with new Acumatica tasks not yet synced
/// </summary>
/// <param name="smartsheetClient"></param>
/// <param name="columnMap"></param>
/// <param name="projectEntryGraph"></param>
/// <param name="sheetSelected"></param>
/// <param name="smartSheetHelperObject"></param>
public void UpdateSSProject(SmartsheetClient smartsheetClient,
Dictionary <string, long> columnMap,
ProjectEntry projectEntryGraph,
long?sheetSelected,
SmartsheetHelper smartSheetHelperObject, PXResultset <PMSSMapping> templateMappingSet)
{
//Add newly created rows to Smartsheet
List <Row> newRows = smartSheetHelperObject.InsertAcumaticaTasksInSS(projectEntryGraph, columnMap, null, false, templateMappingSet);
IList <Row> ssRows = smartsheetClient.SheetResources.RowResources.AddRows((long)sheetSelected, newRows);
int ssTaskIDPosition = 0;
if (ssRows.Count > 0 && ssRows[0].Cells != null)
{
//"TaskCD" is the linking element between the Acumatica Project's Tasks and the cell being used as the "Task" equivalent in the mapping definition
PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();
ssTaskIDPosition = smartSheetHelperObject.GetSSTaskPosition(ssRows[0].Cells, columnMap[mappingSS.NameSS]);
}
foreach (Row currentRow in ssRows)
{
foreach (PMTask acumaticaTask in projectEntryGraph.Tasks.Select())
{
PMTaskSSExt pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(acumaticaTask);
if (pmTaskSSExtRow != null &&
pmTaskSSExtRow.UsrSmartsheetTaskID != null)
{
continue;
}
if (currentRow.Cells[ssTaskIDPosition].Value != null &&
acumaticaTask.TaskCD != null &&
string.Equals(currentRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), acumaticaTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
{
pmTaskSSExtRow.UsrSmartsheetTaskID = currentRow.Id;
projectEntryGraph.Tasks.Update(acumaticaTask);
break;
}
}
}
return;
}
protected virtual void PMTask_StartDate_FieldUpdating(PXCache sender, PXFieldUpdatingEventArgs e)
{
if (e.Row == null)
{
return;
}
PMTask pmTaskRow = (PMTask)e.Row;
PMTaskSSExt pmTaskExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(pmTaskRow);
if (pmTaskExtRow.Duration != null &&
pmTaskExtRow.Duration >= 1 &&
e.NewValue != null)
{
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
DateTime endDateRow = smartSheetHelperObject.CalculateWorkingDays((DateTime)e.NewValue, (int)pmTaskExtRow.Duration);
pmTaskRow.EndDate = endDateRow;
}
}
protected virtual IEnumerable PopulateDates(PXAdapter adapter)
{
PMSetup setupRecord = this.Base.Setup.Select();
PMSetupSSExt setupRecordExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
if (!String.IsNullOrEmpty(setupRecordExt.UsrTypeTaskDate) && setupRecordExt.UsrDurationTaskDate != null)
{
foreach (PMTask filter in this.Base.Tasks.Select())
{
PMTaskSSExt pMTaskRecordExt = PXCache <PMTask> .GetExtension <PMTaskSSExt>(filter);
if (String.IsNullOrEmpty(filter.StartDate.ToString()))
{
filter.StartDate = DateTime.Today;
}
if (String.IsNullOrEmpty(filter.EndDate.ToString()))
{
switch (setupRecordExt.UsrTypeTaskDate)
{
case SmartsheetConstants.SSConstants.DAY:
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
filter.EndDate = smartSheetHelperObject.CalculateWorkingDays((DateTime)filter.StartDate, (int)setupRecordExt.UsrDurationTaskDate);
break;
case SmartsheetConstants.SSConstants.MONTH:
filter.EndDate = ((DateTime)filter.StartDate).AddMonths((int)setupRecordExt.UsrDurationTaskDate);
break;
case SmartsheetConstants.SSConstants.YEAR:
filter.EndDate = ((DateTime)filter.StartDate).AddYears((int)setupRecordExt.UsrDurationTaskDate);
break;
}
}
this.Base.Tasks.Cache.Update(filter);
}
}
else
{
throw new PXException(SmartsheetConstants.Messages.DURATION_FIELDS_NOT_INDICATED);
}
return(adapter.Get());
}
/// <summary>
/// Verifies the connection Token and the existence of the Sheet
/// </summary>
/// <param name="projectEntryGraph">Project's Graph</param>
/// <param name="pmProjectRow">Current PMProject row</param>
/// <param name="refreshedToken">Existing token</param>
/// <param name="isMassProcess">Indicates if it's used in a processing page</param>
/// <returns></returns>
public SmartsheetClient CheckTokenSheetSS(ProjectEntry projectEntryGraph, PMProject pmProjectRow, string refreshedToken = "", bool isMassProcess = false)
{
//Primary Data View is set
projectEntryGraph.Project.Current = pmProjectRow;
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
string sheetName = pmProjectRow.ContractCD.Trim() + " - " + pmProjectRow.Description.Trim();
sheetName = smartSheetHelperObject.Left(sheetName, SmartsheetConstants.SSConstants.SS_PROJECT_NAME_LENGTH);
PMSetup setupRecord = projectEntryGraph.Setup.Select();
PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
PMProjectSSExt pmProjectSSExt = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
Users userRecord = PXSelect <
Users,
Where <Users.pKID, Equal <Required <AccessInfo.userID> > > >
.Select(projectEntryGraph, projectEntryGraph.Accessinfo.UserID);
UsersSSExt userRecordSSExt = PXCache <Users> .GetExtension <UsersSSExt>(userRecord);
smartSheetHelperObject.SetupValidation(userRecordSSExt, pmSetupSSExt);
smartSheetHelperObject.ProjectValidation(projectEntryGraph);
Token token = new Token();
token.AccessToken = (String.IsNullOrEmpty(refreshedToken)) ? userRecordSSExt.UsrSmartsheetToken : refreshedToken;
try
{
SmartsheetClient smartsheetClient = new SmartsheetBuilder()
.SetAccessToken(token.AccessToken)
.SetDateTimeFixOptOut(true)
.Build();
long?sheetSelected;
Dictionary <string, long> currentColumnMap = new Dictionary <string, long>();
if (pmProjectSSExt != null &&
pmProjectSSExt.UsrSmartsheetContractID != null) //Acumatica Project is already linked to SS
{
sheetSelected = pmProjectSSExt.UsrSmartsheetContractID;
Sheet ssProjectSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
}
return(smartsheetClient);
}
catch (Exception ex)
{
if (ex.Message.Contains(SmartsheetConstants.SSConstants.EXPIRED_TOKEN_MESSAGE))
{
MyProfileMaint profileMaintGraph = PXGraph.CreateInstance <MyProfileMaint>();
MyProfileMaintExt graphExtended = profileMaintGraph.GetExtension <MyProfileMaintExt>();
string updatedToken = graphExtended.RefreshSmartsheetToken();
CheckTokenSheetSS(projectEntryGraph, pmProjectRow, updatedToken);
}
if (ex.Message.Contains(SmartsheetConstants.SSConstants.NOTFOUND_PROJECT_MESSAGE))
{
if (isMassProcess)
{
SmartsheetClient smartsheetClient = new SmartsheetBuilder()
.SetAccessToken(token.AccessToken)
.SetDateTimeFixOptOut(true)
.Build();
UnlinkSmartsheetProject(projectEntryGraph);
CreateUpdateGanttProject(projectEntryGraph, pmProjectRow, smartsheetClient, true);
}
else
{
UnlinkSmartsheetProject(projectEntryGraph);
throw new PXException(SmartsheetConstants.Messages.UNLINK_PROJECT);
}
}
else
{
throw new PXException(ex.Message);
}
return(null);
}
}
/// <summary>
/// Creates or updates the Smartsheet project with information from Acumatica.
/// New Tasks created in Smartsheet will be updated back in Acumatica
/// </summary>
/// <param name="projectEntryGraph">Project Entry graph</param>
/// <param name="pmProjectRow">PMProject record</param>
/// <param name="smartsheetClient">Smartsheet's SDK Client</param>
/// <param name="isMassProcess">Indicates if it's used in a processing page</param>
public void CreateUpdateGanttProject(ProjectEntry projectEntryGraph, PMProject pmProjectRow, SmartsheetClient smartsheetClient, bool isMassProcess = false)
{
//Primary Data View is set
projectEntryGraph.Project.Current = pmProjectRow;
PMProjectSSExt pmProjectSSExt = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
PMSetup setupRecord = projectEntryGraph.Setup.Select();
PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);
SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();
if (String.IsNullOrEmpty(pmProjectSSExt.UsrTemplateSS))
{
throw new PXException(SmartsheetConstants.Messages.DEFAULT_TEMPLATE);
}
string sheetName = pmProjectRow.ContractCD.Trim() + " - " + pmProjectRow.Description.Trim();
sheetName = smartSheetHelperObject.Left(sheetName, SmartsheetConstants.SSConstants.SS_PROJECT_NAME_LENGTH);
try
{
long?sheetSelected;
Dictionary <string, long> currentColumnMap = new Dictionary <string, long>();
//////////////////
//Information from Acumatica is updated in Smartsheet
//////////////////
PXResultset <PMSSMapping> templateMappingSet = PXSelect <
PMSSMapping,
Where <PMSSMapping.templateSS, Equal <Required <PMSSMapping.templateSS> > > >
.Select(projectEntryGraph, pmProjectSSExt.UsrTemplateSS);
if (pmProjectSSExt != null &&
pmProjectSSExt.UsrSmartsheetContractID != null) //Acumatica Project is already linked to SS
{
sheetSelected = pmProjectSSExt.UsrSmartsheetContractID;
Sheet ssProjectSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
//Columns ID Mapping
currentColumnMap = new Dictionary <string, long>();
foreach (Column currentColumn in ssProjectSheet.Columns)
{
currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
}
smartSheetHelperObject.UpdateSSProject(smartsheetClient, currentColumnMap, projectEntryGraph, sheetSelected, smartSheetHelperObject, templateMappingSet);
}
else //Acumatica Project has not been linked to Smartsheet
{
//Sheet is created from a the template selected in the Project
Sheet sheet = new Sheet.CreateSheetFromTemplateBuilder(sheetName, Convert.ToInt64(pmProjectSSExt.UsrTemplateSS)).Build();
sheet = smartsheetClient.SheetResources.CreateSheet(sheet);
Sheet newlyCreatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheet.Id, null, null, null, null, null, null, null);
currentColumnMap = new Dictionary <string, long>();
foreach (Column currentColumn in newlyCreatedSheet.Columns)
{
currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
}
//Acumatica Tasks are added as Smartsheet rows
List <Row> newSSRows = smartSheetHelperObject.InsertAcumaticaTasksInSS(projectEntryGraph, currentColumnMap, null, true, templateMappingSet);
IList <Row> ssRows = smartsheetClient.SheetResources.RowResources.AddRows((long)sheet.Id, newSSRows);
int ssTaskIDPosition = 0;
if (ssRows.Count > 0 && ssRows[0].Cells != null)
{
PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();
ssTaskIDPosition = smartSheetHelperObject.GetSSTaskPosition(ssRows[0].Cells, currentColumnMap[mappingSS.NameSS]);
}
// Add SubTasks
smartSheetHelperObject.InsertAcumaticaSubTasks(projectEntryGraph, smartsheetClient, sheet, ssRows, smartSheetHelperObject, currentColumnMap, ssTaskIDPosition, templateMappingSet);
foreach (Row currentRow in ssRows)
{
foreach (PMTask rowTask in projectEntryGraph.Tasks.Select())
{
if (currentRow.Cells[ssTaskIDPosition].Value != null &&
rowTask.TaskCD != null &&
string.Equals(currentRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), rowTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
{
PMTaskSSExt pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(rowTask);
pmTaskSSExtRow.UsrSmartsheetTaskID = currentRow.Id;
projectEntryGraph.Tasks.Update(rowTask);
break;
}
}
}
sheetSelected = (long)sheet.Id;
PMProjectSSExt pmProjectSSExtRow = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);
pmProjectSSExtRow.UsrSmartsheetContractID = sheetSelected;
projectEntryGraph.Project.Update(pmProjectRow);
}
//////////////////
//Information from Smartsheet is updated in Acumatica
//////////////////
Sheet updatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);
int columnPosition = 0;
Dictionary <string, int> columnPositionMap = new Dictionary <string, int>();
foreach (Column currentColumn in updatedSheet.Columns)
{
columnPositionMap.Add(currentColumn.Title, columnPosition);
columnPosition += 1;
}
smartSheetHelperObject.UpdateAcumaticaTasks(projectEntryGraph, pmProjectRow, pmSetupSSExt, updatedSheet, columnPositionMap, templateMappingSet);
projectEntryGraph.Actions.PressSave();
if (isMassProcess)
{
PXProcessing.SetInfo(String.Format(SmartsheetConstants.Messages.SUCCESSFULLY_SYNCED, pmProjectRow.ContractCD));
}
}
catch (Exception e)
{
throw new PXException(e.Message);
}
}