public virtual PMBudgetLite SelectProjectBalance(PMAccountGroup ag, PMProject project, int?taskID, int?inventoryID, int?costCodeID, out bool isExisting)
{
BudgetKeyTuple key = new BudgetKeyTuple(project.ContractID.Value, taskID.Value, ag.GroupID.Value, inventoryID.GetValueOrDefault(PMInventorySelectorAttribute.EmptyInventoryID), costCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()));
string budgetLevel = BudgetLevels.Task;
string updateMode = CostBudgetUpdateModes.Summary;
if (ag.Type == GL.AccountType.Income)
{
budgetLevel = project.BudgetLevel;
updateMode = settings.RevenueBudgetUpdateMode;
}
else if (ag.IsExpense == true)
{
budgetLevel = project.CostBudgetLevel;
updateMode = settings.CostBudgetUpdateMode;
}
PMBudgetLite target = SelectExistingBalance(key, budgetLevel, updateMode);
if (target != null)
{
isExisting = true;
}
else
{
isExisting = false;
target = BuildTarget(key, ag, budgetLevel, updateMode);
}
return(target);
}
protected virtual PMBudgetAccum GetTargetBudget(int?accountGroupID, ARTran line)
{
PMAccountGroup ag = PXSelect <PMAccountGroup, Where <PMAccountGroup.groupID, Equal <Required <PMAccountGroup.groupID> > > > .Select(Base, accountGroupID);
PMProject project = PXSelect <PMProject, Where <PMProject.contractID, Equal <Required <PMProject.contractID> > > > .Select(Base, line.ProjectID);
bool isExisting;
BudgetService budgetService = new BudgetService(Base);
PX.Objects.PM.Lite.PMBudget budget = budgetService.SelectProjectBalance(ag, project, line.TaskID, line.InventoryID, line.CostCodeID, out isExisting);
PMBudgetAccum target = new PMBudgetAccum();
target.Type = budget.Type;
target.ProjectID = budget.ProjectID;
target.ProjectTaskID = budget.TaskID;
target.AccountGroupID = budget.AccountGroupID;
target.InventoryID = budget.InventoryID;
target.CostCodeID = budget.CostCodeID;
target.UOM = budget.UOM;
target.Description = budget.Description;
target.CuryInfoID = project.CuryInfoID;
return(target);
}
protected virtual PMBudgetLite SelectExistingBalance(BudgetKeyTuple key, string budgetLevel, string budgetUpdateMode)
{
PMBudgetLite result = null;
PMBudgetLite fallback = null;
foreach (PMBudgetLite budget in SelectExistingBalances(key, budgetLevel, budgetUpdateMode))
{
if (budget.CostCodeID == key.CostCodeID && budget.InventoryID == key.InventoryID)
{
result = budget;
break;
}
else
{
if (budgetLevel == BudgetLevels.CostCode)
{
if (budget.InventoryID == PMInventorySelectorAttribute.EmptyInventoryID && budget.CostCodeID == key.CostCodeID)
{
result = budget;
break;
}
}
else
{
if (budget.InventoryID == key.InventoryID && budget.CostCodeID == CostCodeAttribute.DefaultCostCode)
{
result = budget;
break;
}
}
if (budget.InventoryID == PMInventorySelectorAttribute.EmptyInventoryID && budget.CostCodeID == CostCodeAttribute.DefaultCostCode)
{
fallback = budget;
}
}
}
return(result ?? fallback);
}
protected virtual PMBudgetLite BuildTarget(BudgetKeyTuple key, PMAccountGroup accountGroup, string budgetLevel, string budgetUpdateMode)
{
if (accountGroup == null)
{
throw new ArgumentNullException(nameof(accountGroup));
}
if (accountGroup.GroupID != key.AccountGroupID)
{
throw new ArgumentException("AccountGroup doesnot match key.AccountGroupID");
}
PMBudgetLite target = new PMBudgetLite();
target.ProjectID = key.ProjectID;
target.ProjectTaskID = key.ProjectTaskID;
target.AccountGroupID = key.AccountGroupID;
target.InventoryID = PMInventorySelectorAttribute.EmptyInventoryID;
target.CostCodeID = CostCodeAttribute.GetDefaultCostCode();
target.IsProduction = false;
target.Type = accountGroup.IsExpense == true ? GL.AccountType.Expense : accountGroup.Type;
if (budgetLevel == BudgetLevels.Task)
{
//default
}
else if (budgetLevel == BudgetLevels.Item)
{
target.InventoryID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? PMInventorySelectorAttribute.EmptyInventoryID : key.InventoryID;
if (target.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(graph, target.InventoryID);
if (item != null)
{
target.Description = item.Descr;
target.UOM = item.BaseUnit;
}
}
}
else if (budgetLevel == BudgetLevels.CostCode)
{
target.CostCodeID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? CostCodeAttribute.GetDefaultCostCode() : key.CostCodeID;
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, target.CostCodeID);
if (costCode != null)
{
target.Description = costCode.Description;
}
}
else if (budgetLevel == BudgetLevels.Detail)
{
target.InventoryID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? PMInventorySelectorAttribute.EmptyInventoryID : key.InventoryID;
target.CostCodeID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? CostCodeAttribute.GetDefaultCostCode() : key.CostCodeID;
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, target.CostCodeID);
if (costCode != null)
{
target.Description = costCode.Description;
}
}
else
{
throw new ArgumentException(string.Format("Unknown budget level = {0}", budgetLevel), nameof(budgetLevel));
}
return(target);
}
public virtual Result Calculate(PMProject project, PMTran pmt, PMAccountGroup ag, string accountType, int amountSign, int qtySign)
{
PMBudgetLite target = null;
bool isExisting;
target = service.SelectProjectBalance(pmt, ag, project, out isExisting);
var rollupQty = CalculateRollupQty(pmt, target);
List <PMHistory> list = new List <PMHistory>();
PMTaskTotal ta = null;
PMBudget ps = null;
PMForecastHistory forecast = null;
if (pmt.TaskID != null && (rollupQty != 0 || pmt.Amount != 0)) //TaskID will be null for Contract
{
ps = new PMBudget();
ps.ProjectID = target.ProjectID;
ps.ProjectTaskID = target.TaskID;
ps.AccountGroupID = target.AccountGroupID;
ps.Type = target.Type;
ps.InventoryID = target.InventoryID;
ps.CostCodeID = target.CostCodeID;
ps.UOM = target.UOM;
ps.IsProduction = target.IsProduction;
ps.Description = target.Description;
if (ps.CuryInfoID == null)
{
ps.CuryInfoID = project.CuryInfoID;
}
decimal amt = amountSign * pmt.Amount.GetValueOrDefault();
decimal curyAmt = amountSign * pmt.ProjectCuryAmount.GetValueOrDefault();
ps.ActualQty = rollupQty * qtySign;
ps.ActualAmount = amt;
ps.CuryActualAmount = curyAmt;
#region PMTask Totals Update
ta = new PMTaskTotal();
ta.ProjectID = ps.ProjectID;
ta.TaskID = ps.TaskID;
string accType = ag.IsExpense == true ? AccountType.Expense : ag.Type;
switch (accType)
{
case AccountType.Asset:
ta.CuryAsset = curyAmt;
ta.Asset = amt;
break;
case AccountType.Liability:
ta.CuryLiability = curyAmt;
ta.Liability = amt;
break;
case AccountType.Income:
ta.CuryIncome = curyAmt;
ta.Income = amt;
break;
case AccountType.Expense:
ta.CuryExpense = curyAmt;
ta.Expense = amt;
break;
}
#endregion
#region History
PMHistory hist = new PMHistory();
hist.ProjectID = ps.ProjectID;
hist.ProjectTaskID = ps.TaskID;
hist.AccountGroupID = ps.AccountGroupID;
hist.InventoryID = pmt.InventoryID ?? ps.InventoryID;
hist.CostCodeID = pmt.CostCodeID ?? ps.CostCodeID;
hist.PeriodID = pmt.FinPeriodID;
hist.BranchID = pmt.BranchID;
decimal baseQty = 0;
list.Add(hist);
if (pmt.InventoryID != null && pmt.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID && pmt.Qty != 0)
{
if (PXAccess.FeatureInstalled <FeaturesSet.multipleUnitMeasure>())
{
baseQty = qtySign * IN.INUnitAttribute.ConvertToBase(graph.Caches[typeof(PMHistory)], pmt.InventoryID, pmt.UOM, pmt.Qty.Value, PX.Objects.IN.INPrecision.QUANTITY);
}
else
{
IN.InventoryItem initem = PXSelectorAttribute.Select <PMTran.inventoryID>(graph.Caches[typeof(PMTran)], pmt) as IN.InventoryItem;
if (initem != null && !string.IsNullOrEmpty(pmt.UOM))
{
baseQty = qtySign * IN.INUnitAttribute.ConvertGlobalUnits(graph, pmt.UOM, initem.BaseUnit, pmt.Qty ?? 0, IN.INPrecision.QUANTITY);
}
}
}
hist.FinPTDCuryAmount = curyAmt;
hist.FinPTDAmount = amt;
hist.FinYTDCuryAmount = curyAmt;
hist.FinYTDAmount = amt;
hist.FinPTDQty = baseQty;
hist.FinYTDQty = baseQty;
if (pmt.FinPeriodID == pmt.TranPeriodID)
{
hist.TranPTDCuryAmount = curyAmt;
hist.TranPTDAmount = amt;
hist.TranYTDCuryAmount = curyAmt;
hist.TranYTDAmount = amt;
hist.TranPTDQty = baseQty;
hist.TranYTDQty = baseQty;
}
else
{
PMHistory tranHist = new PMHistory();
tranHist.ProjectID = ps.ProjectID;
tranHist.ProjectTaskID = ps.TaskID;
tranHist.AccountGroupID = ps.AccountGroupID;
tranHist.InventoryID = pmt.InventoryID ?? PM.PMInventorySelectorAttribute.EmptyInventoryID;
tranHist.CostCodeID = pmt.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode();
tranHist.PeriodID = pmt.TranPeriodID;
tranHist.BranchID = pmt.BranchID;
list.Add(tranHist);
tranHist.TranPTDCuryAmount = curyAmt;
tranHist.TranPTDAmount = amt;
tranHist.TranYTDCuryAmount = curyAmt;
tranHist.TranYTDAmount = amt;
tranHist.TranPTDQty = baseQty;
tranHist.TranYTDQty = baseQty;
}
#endregion
forecast = new PMForecastHistory();
forecast.ProjectID = ps.ProjectID;
forecast.ProjectTaskID = ps.ProjectTaskID;
forecast.AccountGroupID = ps.AccountGroupID;
forecast.InventoryID = ps.InventoryID;
forecast.CostCodeID = ps.CostCodeID;
forecast.PeriodID = pmt.TranPeriodID;
forecast.ActualQty = ps.ActualQty;
forecast.CuryActualAmount = ps.CuryActualAmount;
forecast.ActualAmount = ps.ActualAmount;
}
return(new Result(list, ps, ta, forecast));
}
