public ActionResult AddCustomer(Models.ViewModels.Sales.AddCustomer model)
{
var customer = new Customer()
{
Name = model.Name,
};
_salesService.AddCustomer(customer);
return(RedirectToAction("EditCustomer", new { id = customer.Id }));
}
public ActionResult AddCustomer(Models.ViewModels.Sales.AddCustomer model)
{
var customer = new Customer()
{
Name = model.Name,
CreatedBy = User.Identity.Name,
CreatedOn = DateTime.Now,
ModifiedBy = User.Identity.Name,
ModifiedOn = DateTime.Now,
};
_salesService.AddCustomer(customer);
return(RedirectToAction("EditCustomer", new { id = customer.Id }));
}
public IActionResult CreateCustomer([FromBody] Model.Sales.CreateCustomer model)
{
try
{
var customer = new Core.Domain.Sales.Customer()
{
Party = new Core.Domain.Party()
{
PartyType = Core.Domain.PartyTypes.Customer,
Name = model.Name,
Phone = model.Phone,
},
};
_salesService.AddCustomer(customer);
var customerModel = new Model.Sales.Customer();
customerModel.Id = customer.Id;
customerModel.No = customer.No;
customerModel.Name = customer.Party.Name;
customerModel.Phone = customer.Party.Phone;
return(new ObjectResult(customerModel));
}
catch (Exception ex)
{
return(new ObjectResult(ex));
}
}
private void InitializeCustomer()
{
Core.Domain.Sales.Customer customer = new Core.Domain.Sales.Customer();
if (_salesService.GetCustomers().Any())
{
return;
}
var accountAr = _financialService.GetAccountByAccountCode("10120");
var accountSales = _financialService.GetAccountByAccountCode("40100");
var accountAdvances = _financialService.GetAccountByAccountCode("20120");
var accountSalesDiscount = _financialService.GetAccountByAccountCode("40400");
Core.Domain.Party customerParty = new Core.Domain.Party();
customerParty.Name = "ABC Customer";
customerParty.PartyType = Core.Domain.PartyTypes.Customer;
customerParty.IsActive = true;
customer.AccountsReceivableAccountId = accountAr != null ? (int?)accountAr.Id : null;
customer.SalesAccountId = accountSales != null ? (int?)accountSales.Id : null;
customer.CustomerAdvancesAccountId = accountAdvances != null ? (int?)accountAdvances.Id : null;
customer.SalesDiscountAccountId = accountSalesDiscount != null ? (int?)accountSalesDiscount.Id : null;
customer.TaxGroupId = _financialService.GetTaxGroups().FirstOrDefault(tg => tg.Description == "VAT").Id;
customer.Party = customerParty;
Core.Domain.Contact primaryContact = new Core.Domain.Contact
{
ContactType = Core.Domain.ContactTypes.Customer,
FirstName = "John",
LastName = "Doe",
Party = new Core.Domain.Party
{
Name = "John Doe",
PartyType = Core.Domain.PartyTypes.Contact
}
};
customer.PrimaryContact = primaryContact;
_salesService.AddCustomer(customer);
}
public IActionResult SaveCustomer([FromBody] Dto.Sales.Customer customerDto)
{
bool isNew = customerDto.Id == 0;
Core.Domain.Sales.Customer customer = null;
if (isNew)
{
customer = new Core.Domain.Sales.Customer();
customer.Party = new Core.Domain.Party()
{
PartyType = Core.Domain.PartyTypes.Customer,
};
customer.PrimaryContact = new Core.Domain.Contact()
{
ContactType = Core.Domain.ContactTypes.Customer,
Party = new Core.Domain.Party()
{
PartyType = Core.Domain.PartyTypes.Contact
}
};
}
else
{
customer = _salesService.GetCustomerById(customerDto.Id);
}
customer.No = customerDto.No;
customer.Party.Name = customerDto.Name;
customer.Party.Phone = customerDto.Phone;
customer.Party.Email = customerDto.Email;
customer.Party.Fax = customerDto.Fax;
customer.Party.Website = customerDto.Website;
customer.PrimaryContact.FirstName = customerDto.PrimaryContact.FirstName;
customer.PrimaryContact.LastName = customerDto.PrimaryContact.LastName;
customer.PrimaryContact.Party.Name = customerDto.PrimaryContact.Party.Name;
customer.PrimaryContact.Party.Phone = customerDto.PrimaryContact.Party.Phone;
customer.PrimaryContact.Party.Email = customerDto.PrimaryContact.Party.Email;
customer.PrimaryContact.Party.Fax = customerDto.PrimaryContact.Party.Fax;
customer.PrimaryContact.Party.Website = customerDto.PrimaryContact.Party.Website;
customer.AccountsReceivableAccountId = customerDto.AccountsReceivableId;
customer.SalesAccountId = customerDto.SalesAccountId;
customer.CustomerAdvancesAccountId = customerDto.PrepaymentAccountId;
customer.SalesDiscountAccountId = customerDto.SalesDiscountAccountId;
customer.PaymentTermId = customerDto.PaymentTermId;
customer.TaxGroupId = customerDto.TaxGroupId;
customer.ModifiedBy = GetUserNameFromRequestHeader();
if (isNew)
{
_salesService.AddCustomer(customer);
}
else
{
_salesService.UpdateCustomer(customer);
}
return(Ok());
}
private void InitializedData()
{
/*
* 1.Company
* 2.Chart of accounts/account classes
* 3.Financial year
* 4.Payment terms
* 5.GL setting
* 6.Tax
* 7.Vendor
* 8.Customer
* 9.Items
* 10.Banks
* 11.Security Roles
*/
try
{
// 1.Company
Core.Domain.Company company = null;
if (_adminService.GetDefaultCompany() == null)
{
company = new Core.Domain.Company()
{
Name = "Financial Solutions Inc.",
CompanyCode = "100",
ShortName = "FSI",
};
_adminService.SaveCompany(company);
}
//2.Chart of accounts/account classes
IList <Core.Domain.Financials.AccountClass> accountClasses = new List <Core.Domain.Financials.AccountClass>();
if (_financialService.GetAccounts().Count() < 1)
{
string[,] values = LoadCsv(Resource.ResourceManager.GetString("coa").Split(';')[0]);
List <Core.Domain.Financials.Account> accounts = new List <Core.Domain.Financials.Account>();
for (int i = 1; i < (values.Length / 8); i++)
{
Core.Domain.Financials.Account account = new Core.Domain.Financials.Account();
account.AccountCode = values[i, 0].ToString();
account.AccountName = values[i, 1].ToString();
account.AccountClassId = int.Parse(values[i, 3].ToString());
account.IsCash = bool.Parse(values[i, 5].ToString());
account.IsContraAccount = bool.Parse(values[i, 4].ToString());
if (values[i, 7].ToString() == "DR")
{
account.DrOrCrSide = Core.Domain.DrOrCrSide.Dr;
}
else if (values[i, 7].ToString() == "CR")
{
account.DrOrCrSide = Core.Domain.DrOrCrSide.Cr;
}
else
{
account.DrOrCrSide = Core.Domain.DrOrCrSide.NA;
}
account.CompanyId = 1;
accounts.Add(account);
}
for (int i = 1; i < (values.Length / 8); i++)
{
string accountCode = values[i, 0].ToString();
string parentAccountCode = values[i, 2].ToString();
var account = accounts.Where(a => a.AccountCode == accountCode).FirstOrDefault();
var parentAccount = accounts.Where(a => a.AccountCode == parentAccountCode).FirstOrDefault();
if (parentAccount != null)
{
account.ParentAccount = parentAccount;
}
}
var assetClass = new Core.Domain.Financials.AccountClass()
{
Name = "Assets", NormalBalance = "Dr"
};
var liabilitiesClass = new Core.Domain.Financials.AccountClass()
{
Name = "Liabilities", NormalBalance = "Cr"
};
var equityClass = new Core.Domain.Financials.AccountClass()
{
Name = "Equity", NormalBalance = "Cr"
};
var revenueClass = new Core.Domain.Financials.AccountClass()
{
Name = "Revenue", NormalBalance = "Cr"
};
var expenseClass = new Core.Domain.Financials.AccountClass()
{
Name = "Expense", NormalBalance = "Dr"
};
var temporaryClass = new Core.Domain.Financials.AccountClass()
{
Name = "Temporary", NormalBalance = "NA"
};
accountClasses.Add(assetClass);
accountClasses.Add(liabilitiesClass);
accountClasses.Add(equityClass);
accountClasses.Add(revenueClass);
accountClasses.Add(expenseClass);
accountClasses.Add(temporaryClass);
foreach (var account in accounts)
{
switch (account.AccountClassId)
{
case 1:
assetClass.Accounts.Add(account);
break;
case 2:
liabilitiesClass.Accounts.Add(account);
break;
case 3:
equityClass.Accounts.Add(account);
break;
case 4:
revenueClass.Accounts.Add(account);
break;
case 5:
expenseClass.Accounts.Add(account);
break;
case 6:
temporaryClass.Accounts.Add(account);
break;
}
}
_financialService.SaveAccountClasses(accountClasses);
}
//3.Financial year
Core.Domain.Financials.FinancialYear financialYear = null;
if (_adminService.GetFinancialYears().Count < 1)
{
financialYear = new Core.Domain.Financials.FinancialYear()
{
FiscalYearCode = "FY1516",
FiscalYearName = "FY 2016/2017",
StartDate = new DateTime(2016, 01, 01),
EndDate = new DateTime(2016, 12, 31),
IsActive = true
};
_financialService.SaveFinancialYear(financialYear);
}
//4.Payment terms
IList <Core.Domain.PaymentTerm> paymentTerms = new List <Core.Domain.PaymentTerm>();
if (_adminService.GetPaymentTerms().Count < 1)
{
paymentTerms.Add(new Core.Domain.PaymentTerm()
{
Description = "Payment due within 10 days",
PaymentType = Core.Domain.PaymentTypes.AfterNoOfDays,
DueAfterDays = 10,
IsActive = true,
});
paymentTerms.Add(new Core.Domain.PaymentTerm()
{
Description = "Due 15th Of the Following Month ",
PaymentType = Core.Domain.PaymentTypes.DayInTheFollowingMonth,
DueAfterDays = 15,
IsActive = true,
});
paymentTerms.Add(new Core.Domain.PaymentTerm()
{
Description = "Cash Only",
PaymentType = Core.Domain.PaymentTypes.Cash,
IsActive = true,
});
foreach (var p in paymentTerms)
{
_financialService.SavePaymentTerm(p);
}
}
//5.GL setting
Core.Domain.Financials.GeneralLedgerSetting glSetting = null;
if (_financialService.GetGeneralLedgerSetting() == null)
{
glSetting = new Core.Domain.Financials.GeneralLedgerSetting()
{
Company = company,
GoodsReceiptNoteClearingAccount = _financialService.GetAccountByAccountCode("10810"),
ShippingChargeAccount = _financialService.GetAccountByAccountCode("40500"),
SalesDiscountAccount = _financialService.GetAccountByAccountCode("40400"),
};
}
_financialService.SaveGeneralLedgerSetting(glSetting);
//6.Tax
IList <Core.Domain.TaxSystem.Tax> taxes = new List <Core.Domain.TaxSystem.Tax>();
if (_financialService.GetTaxes().Count() < 1)
{
var salesTaxAccount = _financialService.GetAccountByAccountCode("20300");
var purchaseTaxAccount = _financialService.GetAccountByAccountCode("50700");
var vat5 = new Core.Domain.TaxSystem.Tax()
{
TaxCode = "VAT5%",
TaxName = "VAT 5%",
Rate = 5,
IsActive = true,
SalesAccountId = salesTaxAccount.Id,
PurchasingAccountId = purchaseTaxAccount.Id,
};
var vat10 = new Core.Domain.TaxSystem.Tax()
{
TaxCode = "VAT10%",
TaxName = "VAT 10%",
Rate = 10,
IsActive = true,
SalesAccountId = salesTaxAccount.Id,
PurchasingAccountId = purchaseTaxAccount.Id,
};
var evat12 = new Core.Domain.TaxSystem.Tax()
{
TaxCode = "VAT12%",
TaxName = "VAT 12%",
Rate = 12,
IsActive = true,
SalesAccountId = salesTaxAccount.Id,
PurchasingAccountId = purchaseTaxAccount.Id,
};
var exportTax1 = new Core.Domain.TaxSystem.Tax()
{
TaxCode = "exportTax1%",
TaxName = "Export Tax 1%",
Rate = 1,
IsActive = true,
SalesAccountId = salesTaxAccount.Id,
PurchasingAccountId = purchaseTaxAccount.Id,
};
var taxGroupVAT = new Core.Domain.TaxSystem.TaxGroup()
{
Description = "VAT",
TaxAppliedToShipping = false,
IsActive = true,
};
var taxGroupExport = new Core.Domain.TaxSystem.TaxGroup()
{
Description = "Export",
TaxAppliedToShipping = false,
IsActive = true,
};
IList <Core.Domain.TaxSystem.TaxGroup> taxGroups = new List <Core.Domain.TaxSystem.TaxGroup>();
taxGroups.Add(taxGroupVAT);
taxGroups.Add(taxGroupExport);
var itemTaxGroupRegular = new Core.Domain.TaxSystem.ItemTaxGroup()
{
Name = "Regular",
IsFullyExempt = false,
};
var itemTaxGroupRegularPreferenced = new Core.Domain.TaxSystem.ItemTaxGroup()
{
Name = "Preferenced",
IsFullyExempt = false,
};
IList <Core.Domain.TaxSystem.ItemTaxGroup> itemtaxGroups = new List <Core.Domain.TaxSystem.ItemTaxGroup>();
itemtaxGroups.Add(itemTaxGroupRegular);
itemtaxGroups.Add(itemTaxGroupRegularPreferenced);
vat5.TaxGroupTaxes.Add(new Core.Domain.TaxSystem.TaxGroupTax()
{
TaxGroup = taxGroupVAT,
});
evat12.TaxGroupTaxes.Add(new Core.Domain.TaxSystem.TaxGroupTax()
{
TaxGroup = taxGroupVAT,
});
exportTax1.TaxGroupTaxes.Add(new Core.Domain.TaxSystem.TaxGroupTax()
{
TaxGroup = taxGroupExport,
});
vat5.ItemTaxGroupTaxes.Add(new Core.Domain.TaxSystem.ItemTaxGroupTax()
{
ItemTaxGroup = itemTaxGroupRegularPreferenced,
IsExempt = false,
});
evat12.ItemTaxGroupTaxes.Add(new Core.Domain.TaxSystem.ItemTaxGroupTax()
{
ItemTaxGroup = itemTaxGroupRegular,
IsExempt = false,
});
taxes.Add(vat5);
taxes.Add(vat10);
taxes.Add(evat12);
taxes.Add(exportTax1);
foreach (var tax in taxes)
{
_adminService.AddNewTax(tax);
}
}
Core.Domain.Purchases.Vendor vendor = new Core.Domain.Purchases.Vendor();
if (_purchasingService.GetVendors().Count() < 1)
{
Core.Domain.Party vendorParty = new Core.Domain.Party();
vendorParty.Name = "ABC Sample Supplier";
vendorParty.PartyType = Core.Domain.PartyTypes.Vendor;
vendorParty.IsActive = true;
vendor.AccountsPayableAccountId = _financialService.GetAccountByAccountCode("20110").Id;
vendor.PurchaseAccountId = _financialService.GetAccountByAccountCode("50200").Id;
vendor.PurchaseDiscountAccountId = _financialService.GetAccountByAccountCode("50400").Id;
vendor.Party = vendorParty;
Core.Domain.Contact primaryContact = new Core.Domain.Contact();
primaryContact.ContactType = Core.Domain.ContactTypes.Vendor;
primaryContact.FirstName = "Mary";
primaryContact.LastName = "Walter";
primaryContact.Party = new Core.Domain.Party();
primaryContact.Party.Name = "Mary Walter";
primaryContact.Party.PartyType = Core.Domain.PartyTypes.Contact;
vendor.PrimaryContact = primaryContact;
_purchasingService.AddVendor(vendor);
}
//8.Customer
Core.Domain.Sales.Customer customer = new Core.Domain.Sales.Customer();
if (_salesService.GetCustomers().Count() < 1)
{
var accountAR = _financialService.GetAccountByAccountCode("10120");
var accountSales = _financialService.GetAccountByAccountCode("40100");
var accountAdvances = _financialService.GetAccountByAccountCode("20120");
var accountSalesDiscount = _financialService.GetAccountByAccountCode("40400");
Core.Domain.Party customerParty = new Core.Domain.Party();
customerParty.Name = "ABC Customer";
customerParty.PartyType = Core.Domain.PartyTypes.Customer;
customerParty.IsActive = true;
customer.AccountsReceivableAccountId = accountAR != null ? (int?)accountAR.Id : null;
customer.SalesAccountId = accountSales != null ? (int?)accountSales.Id : null;
customer.CustomerAdvancesAccountId = accountAdvances != null ? (int?)accountAdvances.Id : null;
customer.SalesDiscountAccountId = accountSalesDiscount != null ? (int?)accountSalesDiscount.Id : null;
customer.TaxGroupId = _financialService.GetTaxGroups().Where(tg => tg.Description == "VAT").FirstOrDefault().Id;
customer.Party = customerParty;
Core.Domain.Contact primaryContact = new Core.Domain.Contact();
primaryContact.ContactType = Core.Domain.ContactTypes.Customer;
primaryContact.FirstName = "John";
primaryContact.LastName = "Doe";
primaryContact.Party = new Core.Domain.Party();
primaryContact.Party.Name = "John Doe";
primaryContact.Party.PartyType = Core.Domain.PartyTypes.Contact;
customer.PrimaryContact = primaryContact;
_salesService.AddCustomer(customer);
}
// 9.Items
IList <Core.Domain.Items.Measurement> measurements = new List <Core.Domain.Items.Measurement>();
IList <Core.Domain.Items.ItemCategory> categories = new List <Core.Domain.Items.ItemCategory>();
if (_inventoryService.GetAllItems().Count() < 1)
{
measurements.Add(new Core.Domain.Items.Measurement()
{
Code = "EA", Description = "Each"
});
measurements.Add(new Core.Domain.Items.Measurement()
{
Code = "PK", Description = "Pack"
});
measurements.Add(new Core.Domain.Items.Measurement()
{
Code = "MO", Description = "Monthly"
});
measurements.Add(new Core.Domain.Items.Measurement()
{
Code = "HR", Description = "Hour"
});
foreach (var m in measurements)
{
_inventoryService.SaveMeasurement(m);
}
// Accounts = Sales A/C (40100), Inventory (10800), COGS (50300), Inv Adjustment (50500), Item Assm Cost (10900)
var sales = _financialService.GetAccountByAccountCode("40100");
var inventory = _financialService.GetAccountByAccountCode("10800");
var invAdjusment = _financialService.GetAccountByAccountCode("50500");
var cogs = _financialService.GetAccountByAccountCode("50300");
var assemblyCost = _financialService.GetAccountByAccountCode("10900");
var chargesCategory = new Core.Domain.Items.ItemCategory()
{
Name = "Charges",
Measurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
ItemType = Core.Domain.ItemTypes.Charge,
SalesAccount = sales,
InventoryAccount = inventory,
AdjustmentAccount = invAdjusment,
CostOfGoodsSoldAccount = cogs,
AssemblyAccount = assemblyCost,
};
chargesCategory.Items.Add(new Core.Domain.Items.Item()
{
Description = "HOA Dues",
SellDescription = "HOA Dues",
PurchaseDescription = "HOA Dues",
Price = 350,
SmallestMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "MO").FirstOrDefault(),
SellMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "MO").FirstOrDefault(),
SalesAccount = _financialService.GetAccountByAccountCode("40200"),
No = "0001",
Code = "1111"
});
categories.Add(chargesCategory);
var componentCategory = new Core.Domain.Items.ItemCategory()
{
Name = "Components",
Measurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
ItemType = Core.Domain.ItemTypes.Purchased,
SalesAccount = sales,
InventoryAccount = inventory,
AdjustmentAccount = invAdjusment,
CostOfGoodsSoldAccount = cogs,
AssemblyAccount = assemblyCost,
};
var carStickerItem = new Core.Domain.Items.Item()
{
Description = "Car Sticker",
SellDescription = "Car Sticker",
PurchaseDescription = "Car Sticker",
Price = 100,
Cost = 40,
SmallestMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
SellMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
PurchaseMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
SalesAccount = sales,
InventoryAccount = inventory,
CostOfGoodsSoldAccount = cogs,
InventoryAdjustmentAccount = invAdjusment,
ItemTaxGroup = _financialService.GetItemTaxGroups().Where(m => m.Name == "Regular").FirstOrDefault(),
No = "0002",
Code = "2222"
};
var otherItem = new Core.Domain.Items.Item()
{
Description = "Optical Mouse",
SellDescription = "Optical Mouse",
PurchaseDescription = "Optical Mouse",
Price = 80,
Cost = 30,
SmallestMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
SellMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
PurchaseMeasurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
SalesAccount = sales,
InventoryAccount = inventory,
CostOfGoodsSoldAccount = cogs,
InventoryAdjustmentAccount = invAdjusment,
ItemTaxGroup = _financialService.GetItemTaxGroups().Where(m => m.Name == "Regular").FirstOrDefault(),
No = "0003",
Code = "3333"
};
componentCategory.Items.Add(carStickerItem);
componentCategory.Items.Add(otherItem);
categories.Add(componentCategory);
categories.Add(new Core.Domain.Items.ItemCategory()
{
Name = "Services",
Measurement = _inventoryService.GetMeasurements().Where(m => m.Code == "HR").FirstOrDefault(),
ItemType = Core.Domain.ItemTypes.Service,
SalesAccount = sales,
InventoryAccount = inventory,
AdjustmentAccount = invAdjusment,
CostOfGoodsSoldAccount = cogs,
AssemblyAccount = assemblyCost,
});
categories.Add(new Core.Domain.Items.ItemCategory()
{
Name = "Systems",
Measurement = _inventoryService.GetMeasurements().Where(m => m.Code == "EA").FirstOrDefault(),
ItemType = Core.Domain.ItemTypes.Manufactured,
SalesAccount = sales,
InventoryAccount = inventory,
AdjustmentAccount = invAdjusment,
CostOfGoodsSoldAccount = cogs,
AssemblyAccount = assemblyCost,
});
foreach (var c in categories)
{
_inventoryService.SaveItemCategory(c);
}
}
//10.Banks
IList <Core.Domain.Financials.Bank> banks = new List <Core.Domain.Financials.Bank>();
if (_financialService.GetCashAndBanks().Count() < 1)
{
var bank = new Core.Domain.Financials.Bank()
{
AccountId = _financialService.GetAccountByAccountCode("10111").Id,
Name = "General Fund",
Type = Core.Domain.BankTypes.CheckingAccount,
BankName = "GFB",
Number = "1234567890",
Address = "123 Main St.",
IsDefault = true,
IsActive = true,
};
banks.Add(bank);
bank = new Core.Domain.Financials.Bank()
{
AccountId = _financialService.GetAccountByAccountCode("10113").Id,
Name = "Petty Cash Account",
Type = Core.Domain.BankTypes.CashAccount,
IsDefault = false,
IsActive = true,
};
banks.Add(bank);
foreach (var b in banks)
{
_financialService.SaveBank(b);
}
}
//11.Security Roles
if (_securityService.GetAllSecurityRole().Count() < 1)
{
_securityService.AddRole("SystemAdministrators");
_securityService.AddRole("GeneralUsers");
}
}
catch (Exception ex)
{
throw ex;
}
System.Diagnostics.Debug.Write("Completed");
}