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 RedirectToResult(PaymentMethod paymentMethod, PayBillsFilter filter,
IEnumerable <APAdjust> adjustments)
{
var targetGraph = paymentMethod?.PrintOrExport == true
? GetPrintChecksGraph(filter, adjustments)
: GetReleaseChecksGraph(filter, adjustments);
throw new PXRedirectRequiredException(targetGraph, JointCheckActions.NextProcessing);
}
private void GenerateJointChecks(IEnumerable <APAdjust> adjustments,
PayBillsFilter filter, APInvoice invoice)
{
adjustments.ForEach(a => InitializeAdjustments(a, filter));
InvoiceEntry.Clear();
InvoiceJointPayeePayments = GetInsertedInvoiceJointPayeePayments(
invoice.DocType, invoice.RefNbr).ToList();
InvoiceEntry.Document.Current = invoice;
InvoiceEntry.GetExtension <ApInvoiceEntryExt>().Initialize();
CreateJointChecks(InvoiceJointPayeePayments);
}
public static void CreatePayments(List <ARInvoice> list, PayBillsFilter filter, CurrencyInfo info)
{
if (RunningFlagScope <ARChargeInvoices> .IsRunning)
{
throw new PXSetPropertyException(Messages.AnotherChargeInvoiceRunning, PXErrorLevel.Warning);
}
using (new RunningFlagScope <ARChargeInvoices>())
{
_createPayments(list, filter, info);
}
}
private PXGraph GetReleaseChecksGraph(PayBillsFilter filter, IEnumerable <APAdjust> adjustments)
{
var releaseChecksGraph = PXGraph.CreateInstance <APReleaseChecks>();
var filterCopy = PXCache <ReleaseChecksFilter> .CreateCopy(releaseChecksGraph.Filter.Current);
filterCopy.PayTypeID = filter.PayTypeID;
filterCopy.PayAccountID = filter.PayAccountID;
filterCopy.CuryID = filter.CuryID;
releaseChecksGraph.Filter.Cache.Update(filterCopy);
UpdateGraphCache(releaseChecksGraph, releaseChecksGraph.APPaymentList, adjustments);
return(releaseChecksGraph);
}
private void ProcessPayments(List <APAdjust> adjustments, PayBillsFilter filter, CurrencyInfo currencyInfo,
PaymentMethod paymentMethod)
{
var jointAdjustments = adjustments.Where(IsJointPayment).ToList();
var defaultAdjustments = adjustments.Except(jointAdjustments).ToList();
PreparePaymentsAdjustmentsCache.Add(jointAdjustments);
PreparePaymentsAdjustmentsCache.Add(defaultAdjustments);
ProcessDefaultPayments(defaultAdjustments, filter, currencyInfo, paymentMethod);
ProcessJointPayments(jointAdjustments, filter);
PreparePaymentsAdjustmentsCache.ClearStoredAdjustments();
RedirectToResult(paymentMethod, filter, adjustments);
}
private PXGraph GetPrintChecksGraph(PayBillsFilter filter, IEnumerable <APAdjust> adjustments)
{
var printChecksGraph = PXGraph.CreateInstance <APPrintChecks>();
var filterCopy = PXCache <PrintChecksFilter> .CreateCopy(printChecksGraph.Filter.Current);
filterCopy.BranchID = filter.BranchID;
filterCopy.PayTypeID = filter.PayTypeID;
filterCopy = (PrintChecksFilter)printChecksGraph.Filter.Cache.Update(filterCopy);
filterCopy.PayAccountID = filter.PayAccountID;
filterCopy.CuryID = filter.CuryID;
printChecksGraph.Filter.Cache.Update(filterCopy);
UpdateGraphCache(printChecksGraph, printChecksGraph.APPaymentList, adjustments);
return(printChecksGraph);
}
private static void _createPayments(List <ARInvoice> list, PayBillsFilter filter, CurrencyInfo info)
{
bool failed = false;
ARPaymentEntry pe = PXGraph.CreateInstance <ARPaymentEntry>();
list.Sort((in1, in2) =>
{
if (in1.CustomerID != in2.CustomerID)
{
return(((IComparable)in1.CustomerID).CompareTo(in2.CustomerID));
}
return(((IComparable)in1.PMInstanceID).CompareTo(in2.PMInstanceID));
}
);
for (int i = 0; i < list.Count; i++)
{
ARInvoice doc = list[i];
ARPayment pmt = null;
bool docFailed = false;
try
{
pe.CreatePayment(doc, info, filter.PayDate, filter.PayFinPeriodID, false);
pmt = pe.Document.Current;
if (pmt != null)
{
pmt.Hold = false;
FinPeriodIDAttribute.SetPeriodsByMaster <ARPayment.finPeriodID>(pe.Document.Cache, pmt, filter.PayFinPeriodID);
}
pe.Save.Press();
}
catch (Exception e)
{
PXFilteredProcessing <ARInvoice, PayBillsFilter> .SetError(i, e.Message);
docFailed = failed = true;
}
if (!docFailed)
{
PXFilteredProcessing <ARInvoice, PayBillsFilter> .SetInfo(i, PXMessages.LocalizeFormatNoPrefixNLA(Messages.ARPaymentIsCreatedProcessingINProgress, pmt.RefNbr));
}
}
if (failed)
{
throw new PXException(Messages.CreationOfARPaymentFailedForSomeInvoices);
}
}
private void ProcessDefaultPayments(List <APAdjust> defaultPayments, PayBillsFilter filter,
CurrencyInfo currencyInfo, PaymentMethod paymentMethod)
{
try
{
var graph = PXGraph.CreateInstance <APPayBills>();
graph.CreatePayments(defaultPayments, filter, currencyInfo, paymentMethod);
}
finally
{
var payments = GetGeneratedPayments(defaultPayments);
payments.ForEach(p =>
lienWaiverHoldPaymentService.HoldPaymentIfNeeded(p, LienWaiverSetup.Current.ShouldStopPayments));
Base.Caches <APPayment>().Persist(PXDBOperation.Update);
}
}
public virtual IEnumerable ProcessPayment(PXAdapter adapter)
{
if (this.Documents.Current != null && this.Filter.Current != null)
{
PendingPaymentSummary res = this.Documents.Current;
PendingInvoiceFilter currentFilter = this.Filter.Current;
APPayBills graph = PXGraph.CreateInstance <APPayBills>();
PayBillsFilter paymentFilter = graph.Filter.Current;
paymentFilter.PayAccountID = res.PayAccountID;
paymentFilter.PayTypeID = res.PayTypeID;
paymentFilter.PayDate = currentFilter.PayDate;
graph.Filter.Update(paymentFilter);
throw new PXRedirectRequiredException(graph, "ProcessPayment");
}
return(Filter.Select());
}
private void ProcessJointPayments(IEnumerable <APAdjust> jointAdjustments, PayBillsFilter filter)
{
CheckRunningFlagScope();
bool allPaymentsWereProcessed;
using (new RunningFlagScope <APPayBills>())
{
var invoiceEntry = PXGraph.CreateInstance <APInvoiceEntry>();
var paymentEntry = PXGraph.CreateInstance <APPaymentEntry>();
var jointAdjustmentGroups = jointAdjustments.GroupBy(adj => adj.AdjdRefNbr);
allPaymentsWereProcessed = jointAdjustmentGroups.Select(
adj => ProcessJointPayment(invoiceEntry, paymentEntry, adj.ToList(), filter))
.ToList().All(isValid => isValid);
}
if (!allPaymentsWereProcessed)
{
throw new Exception(JointCheckMessages.PaymentCycleWorkflowIsStarted);
}
}
private void ClearPaymentInformationIfNeeded(PayBillsFilter filter)
{
if (Base.cashaccount.Current != null &&
Equals(Base.cashaccount.Current.CashAccountID, filter.PayAccountID) == false)
{
Base.cashaccount.Current = null;
}
if (Base.cashaccountdetail.Current != null &&
(Equals(Base.cashaccountdetail.Current.CashAccountID, filter.PayAccountID) == false ||
Equals(Base.cashaccountdetail.Current.PaymentMethodID, filter.PayTypeID) == false))
{
Base.cashaccountdetail.Current = null;
}
if (Base.paymenttype.Current != null &&
Equals(Base.paymenttype.Current.PaymentMethodID, filter.PayTypeID) == false)
{
Base.paymenttype.Current = null;
}
}
protected virtual void PayBillsFilter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
PayBillsFilter filter = e.Row as PayBillsFilter;
if (filter == null)
{
return;
}
PXUIFieldAttribute.SetVisible <PayBillsFilter.curyID>(sender, filter, PXAccess.FeatureInstalled <FeaturesSet.multicurrency>());
CurrencyInfo info = CurrencyInfo_CuryInfoID.Select(filter.CuryInfoID);
ARDocumentList.SetProcessDelegate(
delegate(List <ARInvoice> list)
{
CreatePayments(list, filter, info);
}
);
}
protected virtual void PayBillsFilter_RowSelected(PXCache sender, PXRowSelectedEventArgs e)
{
PayBillsFilter filter = e.Row as PayBillsFilter;
if (filter == null)
{
return;
}
CMSetup cmsetup = CMSetup.Current;
PXUIFieldAttribute.SetVisible <PayBillsFilter.curyID>(sender, filter, (bool)cmsetup.MCActivated);
CurrencyInfo info = CurrencyInfo_CuryInfoID.Select(filter.CuryInfoID);
ARDocumentList.SetProcessDelegate(
delegate(List <ARInvoice> list)
{
CreatePayments(list, filter, info);
}
);
}
private bool ProcessJointPayment(APInvoiceEntry invoiceEntry, APPaymentEntry paymentEntry,
IReadOnlyCollection <APAdjust> adjustments, PayBillsFilter filter)
{
var invoice = InvoiceDataProvider.GetInvoice(
Base, adjustments.First().AdjdDocType, adjustments.First().AdjdRefNbr);
if (IsPaymentCycleWorkflow(invoice))
{
PXProcessing <APAdjust> .SetError(JointCheckMessages.PaymentCycleWorkflowIsStarted);
return(false);
}
paymentEntry.Clear();
var jointCheckPreparePaymentCreator = new JointCheckPreparePaymentCreator(invoiceEntry, paymentEntry, Base1);
jointCheckPreparePaymentCreator.GenerateChecks(invoice, adjustments, filter);
if (Base.APSetup.Current.HoldEntry == false)
{
lienWaiverHoldPaymentService.HoldPaymentsIfNeeded(invoice.RefNbr,
LienWaiverSetup.Current.ShouldStopPayments);
Base.Caches <APPayment>().Persist(PXDBOperation.Update);
}
return(true);
}
public static void CreatePayments(List <ARInvoice> list, PayBillsFilter filter, CurrencyInfo info)
{
Dictionary <ARPayment, List <int> > pmtRows = new Dictionary <ARPayment, List <int> >();
bool failed = false;
ARPaymentEntry pe = PXGraph.CreateInstance <ARPaymentEntry>();
List <ARPayment> paylist = new List <ARPayment>();
list.Sort((in1, in2) =>
{
if (in1.CustomerID != in2.CustomerID)
{
return(((IComparable)in1.CustomerID).CompareTo(in2.CustomerID));
}
return(((IComparable)in1.PMInstanceID).CompareTo(in2.PMInstanceID));
}
);
for (int i = 0; i < list.Count; i++)
{
ARInvoice doc = list[i];
ARPayment pmt = null;
bool docFailed = false;
try
{
pe.CreatePayment(doc, info, filter.PayDate, filter.PayFinPeriodID, false);
pmt = pe.Document.Current;
if (pmt != null)
{
if (!paylist.Contains(pmt))
{
if (String.IsNullOrEmpty(pmt.ExtRefNbr))
{
pe.Document.Current.ExtRefNbr = string.Format(Messages.ARAutoPaymentRefNbrFormat, filter.PayDate.Value);
}
paylist.Add(pmt);
}
if (!pmtRows.ContainsKey(pmt))
{
pmtRows[pmt] = new List <int>();
}
pmtRows[pmt].Add(i);
pmt.Hold = false;
pmt.FinPeriodID = filter.PayFinPeriodID;
}
pe.Save.Press();
}
catch (Exception e)
{
PXFilteredProcessing <PayBillsFilter, ARInvoice> .SetError(i, e.Message);
docFailed = failed = true;
}
if (!docFailed)
{
PXFilteredProcessing <PayBillsFilter, ARInvoice> .SetInfo(i, string.Format(Messages.ARPaymentIsCreatedProcessingINProgress, pmt.RefNbr));
}
}
if (failed)
{
throw new PXException(Messages.CreationOfARPaymentFailedForSomeInvoices);
}
}
public void GenerateChecks(APInvoice invoice, IReadOnlyCollection <APAdjust> adjustments, PayBillsFilter filter)
{
using (var scope = new PXTransactionScope())
{
LineNumbers = adjustments.Select(adj => adj.AdjdLineNbr);
GenerateVendorCheck(invoice, adjustments);
GenerateJointChecks(adjustments, filter, invoice);
ComplianceDocumentsService.ClearLinkToPaymentFlag(ComplianceDocuments);
OpenPaymentCycleWorkflow();
InvoiceEntry.Caches <ComplianceDocumentReference>().Persist(PXDBOperation.Delete);
scope.Complete();
}
}
protected virtual IEnumerable ardocumentlist()
{
PayBillsFilter filter = this.Filter.Current;
if (filter == null || filter.PayDate == null)
{
yield break;
}
DateTime OverDueForDate = ((DateTime)filter.PayDate).AddDays((short)-1 * (short)filter.OverDueFor);
DateTime DueInLessThan = ((DateTime)filter.PayDate).AddDays((short)+1 * (short)filter.DueInLessThan);
DateTime DiscountExparedWithinLast = ((DateTime)filter.PayDate).AddDays((short)-1 * (short)filter.DiscountExparedWithinLast);
DateTime DiscountExpiresInLessThan = ((DateTime)filter.PayDate).AddDays((short)+1 * (short)filter.DiscountExpiresInLessThan);
foreach (PXResult <ARInvoice, Customer, CustomerPaymentMethod, PaymentMethod, CashAccount, ARAdjust, ARPayment> it
in PXSelectJoin <ARInvoice,
InnerJoinSingleTable <Customer, On <Customer.bAccountID, Equal <ARInvoice.customerID> >,
InnerJoin <CustomerPaymentMethod, On <CustomerPaymentMethod.bAccountID, Equal <ARInvoice.customerID>,
And <CustomerPaymentMethod.pMInstanceID, Equal <ARInvoice.pMInstanceID>,
And <CustomerPaymentMethod.isActive, Equal <True> > > >,
InnerJoin <PaymentMethod, On <PaymentMethod.paymentMethodID, Equal <CustomerPaymentMethod.paymentMethodID>,
And <PaymentMethod.paymentType, Equal <PaymentMethodType.creditCard>,
And <PaymentMethod.aRIsProcessingRequired, Equal <True> > > >,
LeftJoin <CashAccount, On <CashAccount.cashAccountID, Equal <ARInvoice.cashAccountID> >,
LeftJoin <ARAdjust, On <ARAdjust.adjdDocType, Equal <ARInvoice.docType>,
And <ARAdjust.adjdRefNbr, Equal <ARInvoice.refNbr>,
And <ARAdjust.released, Equal <False>,
And <ARAdjust.voided, Equal <False> > > > >,
LeftJoin <ARPayment, On <ARPayment.docType, Equal <ARAdjust.adjgDocType>,
And <ARPayment.refNbr, Equal <ARAdjust.adjgRefNbr> > > > > > > > >,
Where <ARInvoice.released, Equal <True>,
And <ARInvoice.openDoc, Equal <True>,
And <ARInvoice.pendingPPD, NotEqual <True>,
And2 <Where2 <Where2 <Where <Current <PayBillsFilter.showOverDueFor>, Equal <True>,
And <ARInvoice.dueDate, LessEqual <Required <ARInvoice.dueDate> >
> >,
Or2 <Where <Current <PayBillsFilter.showDueInLessThan>, Equal <True>,
And <ARInvoice.dueDate, GreaterEqual <Current <PayBillsFilter.payDate> >,
And <ARInvoice.dueDate, LessEqual <Required <ARInvoice.dueDate> >
> > >,
Or2 <Where <Current <PayBillsFilter.showDiscountExparedWithinLast>, Equal <True>,
And <ARInvoice.discDate, GreaterEqual <Required <ARInvoice.discDate> >,
And <ARInvoice.discDate, LessEqual <Current <PayBillsFilter.payDate> >
> > >,
Or <Where <Current <PayBillsFilter.showDiscountExpiresInLessThan>, Equal <True>,
And <ARInvoice.discDate, GreaterEqual <Current <PayBillsFilter.payDate> >,
And <ARInvoice.discDate, LessEqual <Required <ARInvoice.discDate> >
> > > > > > >,
Or <Where <Current <PayBillsFilter.showOverDueFor>, Equal <False>,
And <Current <PayBillsFilter.showDueInLessThan>, Equal <False>,
And <Current <PayBillsFilter.showDiscountExparedWithinLast>, Equal <False>,
And <Current <PayBillsFilter.showDiscountExpiresInLessThan>, Equal <False> > > > > > >,
And <Where2 <Where <ARAdjust.adjgRefNbr, IsNull, Or <ARPayment.voided, Equal <True> > >,
And <Match <Customer, Current <AccessInfo.userName> > > > > > > > >,
OrderBy <Asc <ARInvoice.customerID> > >
.Select(this, OverDueForDate,
DueInLessThan,
DiscountExparedWithinLast,
DiscountExpiresInLessThan))
{
ARInvoice doc = it;
CashAccount acct = it;
if (acct == null || acct.AccountID == null)
{
acct = this.findDefaultCashAccount(doc);
}
if (acct == null)
{
continue;
}
if (String.IsNullOrEmpty(filter.CuryID) == false && (filter.CuryID != acct.CuryID))
{
continue;
}
yield return(new PXResult <ARInvoice, Customer, CustomerPaymentMethod, CashAccount>(it, it, it, acct));
}
ARDocumentList.Cache.IsDirty = false;
}
