protected override PMCommitment FromRecord(PXCache sender, object row) { SOMiscLine2 line = (SOMiscLine2)row; SOOrder order = (SOOrder)PXParentAttribute.SelectParent(sender.Graph.Caches[detailEntity], row, typeof(SOOrder)); int sign = line.Operation == SOOperation.Issue ? 1 : -1; PMCommitment commitment = new PMCommitment(); commitment.Type = PMCommitmentType.Internal; commitment.CommitmentID = line.CommitmentID ?? Guid.NewGuid(); commitment.AccountGroupID = GetAccountGroup(sender, row); commitment.ProjectID = line.ProjectID; commitment.ProjectTaskID = line.TaskID; commitment.UOM = line.UOM; commitment.OrigQty = sign * line.OrderQty; commitment.OrigAmount = sign * line.LineAmt; commitment.Qty = sign * line.OrderQty; commitment.Amount = sign * line.LineAmt; commitment.OpenQty = sign * line.UnbilledQty; commitment.OpenAmount = sign * line.UnbilledAmt; commitment.ReceivedQty = 0; commitment.InvoicedQty = 0; commitment.InvoicedAmount = 0; commitment.InvoicedIsReadonly = true; commitment.RefNoteID = order.NoteID; commitment.InventoryID = line.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID; commitment.CostCodeID = line.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode(); return(commitment); }
protected virtual void _(Events.FieldDefaulting <PMBudget, PMBudget.description> e) { if (e.Row == null) { return; } if (CostCodeAttribute.UseCostCode()) { if (e.Row.CostCodeID != null && e.Row.CostCodeID != CostCodeAttribute.GetDefaultCostCode()) { PMCostCode costCode = PXSelectorAttribute.Select <PMBudget.costCodeID>(e.Cache, e.Row) as PMCostCode; if (costCode != null) { e.NewValue = costCode.Description; } } } else { if (e.Row.InventoryID != null && e.Row.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID) { InventoryItem item = PXSelectorAttribute.Select <PMBudget.inventoryID>(e.Cache, e.Row) as InventoryItem; if (item != null) { e.NewValue = item.Descr; } } } }
protected virtual void _(Events.FieldDefaulting <PMCommitment, PMCommitment.costCodeID> e) { if (!CostCodeAttribute.UseCostCode()) { e.Row.CostCodeID = CostCodeAttribute.GetDefaultCostCode(); } }
public virtual PMBudget SelectProjectBalanceByCostCodes(IProjectFilter filter) { PXSelectBase <PMBudget> selectBudget = new PXSelect <PMBudget, Where <PMBudget.accountGroupID, Equal <Required <PMBudget.accountGroupID> >, And <PMBudget.projectID, Equal <Required <PMBudget.projectID> >, And <PMBudget.projectTaskID, Equal <Required <PMBudget.projectTaskID> >, And <Where <PMBudget.costCodeID, Equal <Required <PMBudget.costCodeID> >, Or <PMBudget.costCodeID, Equal <Required <PMBudget.costCodeID> > > > > > > > >(graph); PMBudget withCostCode = null; PMBudget withoutCostCode = null; foreach (PMBudget item in selectBudget.Select(filter.AccountGroupID, filter.ProjectID, filter.TaskID, filter.CostCodeID, CostCodeAttribute.GetDefaultCostCode())) //0..2 records { if (item.CostCodeID == CostCodeAttribute.GetDefaultCostCode()) { withoutCostCode = item; } else { withCostCode = item; } } return(withCostCode ?? withoutCostCode); }
public virtual BudgetKeyTuple GetBudgetKey() { return(new BudgetKeyTuple(ProjectID.GetValueOrDefault(), TaskID.GetValueOrDefault(), AccountGroupID.GetValueOrDefault(), InventoryID.GetValueOrDefault(PMInventorySelectorAttribute.EmptyInventoryID), CostCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()))); }
public virtual PMBudget SelectProjectBalance(IProjectFilter filter) { if (CostCodeAttribute.UseCostCode()) { return(SelectProjectBalanceByCostCodes(filter)); } else { return(SelectProjectBalanceByInventory(filter)); } }
protected virtual void _(Events.FieldDefaulting <ARTran, ARTran.costCodeID> e) { PMProject project; if (CostCodeAttribute.UseCostCode() && ProjectDefaultAttribute.IsProject(Base, e.Row.ProjectID, out project)) { if (project.BudgetLevel == BudgetLevels.Task) { e.NewValue = CostCodeAttribute.GetDefaultCostCode(); } } }
public bool PrepareImportRow(string viewName, IDictionary keys, IDictionary values) { if (!CostCodeAttribute.UseCostCode()) { PMCostCode defaultCostCode = PXSelect <PMCostCode, Where <PMCostCode.isDefault, Equal <True> > > .Select(this); if (defaultCostCode != null) { keys[nameof(PMBudget.CostCodeID)] = defaultCostCode.CostCodeCD; values[nameof(PMBudget.CostCodeID)] = defaultCostCode.CostCodeCD; } } return(true); }
protected virtual void _(Events.FieldDefaulting <PMBudget, PMBudget.costCodeID> e) { if (e.Row == null) { return; } PMProject project = PXSelect <PMProject, Where <PMProject.contractID, Equal <Required <PMProject.contractID> > > > .Select(this, e.Row.ProjectID); if (project != null) { if (project.BudgetLevel != BudgetLevels.CostCode) { e.NewValue = CostCodeAttribute.GetDefaultCostCode(); } } }
public void FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e) { int?costCodeID = (int?)sender.GetValue(e.Row, costCodeField.Name); if (costCodeID != null && costCodeID != CostCodeAttribute.GetDefaultCostCode()) { PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(sender.Graph, costCodeID); if (costCode != null) { var select = new PXSelect <PMWorkCode, Where <PMWorkCode.costCodeFrom, LessEqual <Required <PMWorkCode.costCodeFrom> >, And <PMWorkCode.costCodeTo, GreaterEqual <Required <PMWorkCode.costCodeTo> > > > >(sender.Graph); PMWorkCode code = select.Select(costCode.CostCodeCD, costCode.CostCodeCD); if (code != null) { e.NewValue = code.WorkCodeID; } } } }
public virtual void InitCostCodeOnModifiedEntities() { if (CostCodeAttribute.UseCostCode()) { int?defaultCostCodeID = CostCodeAttribute.DefaultCostCode; foreach (POLine line in polines.Cache.Updated) { if (line.CostCodeID == null) { polines.Cache.SetValue <POLine.costCodeID>(line, defaultCostCodeID); } } foreach (SOLine line in solines.Cache.Updated) { if (line.CostCodeID == null) { solines.Cache.SetValue <POLine.costCodeID>(line, defaultCostCodeID); } } } }
protected virtual void _(Events.FieldUpdated <PMBudget, PMCostBudget.costCodeID> e) { if (CostCodeAttribute.UseCostCode()) { //Current record may be in process of importing from excel. In this case all we have is pending values for description, Uom, Rate string pendingDescription = null; string pendingUom = null; object pendingDescriptionObj = Items.Cache.GetValuePending <PMBudget.description>(e.Row); object pendingUomObj = Items.Cache.GetValuePending <PMBudget.uOM>(e.Row); if (pendingDescriptionObj != null && pendingDescriptionObj != PXCache.NotSetValue) { pendingDescription = (string)pendingDescriptionObj; } if (pendingUomObj != null && pendingUomObj != PXCache.NotSetValue) { pendingUom = (string)pendingUomObj; } object pendingRate = Items.Cache.GetValuePending <PMBudget.rate>(e.Row); if (string.IsNullOrEmpty(pendingDescription)) { e.Cache.SetDefaultExt <PMBudget.description>(e.Row); } if (string.IsNullOrEmpty(pendingUom)) { e.Cache.SetDefaultExt <PMBudget.uOM>(e.Row); } if (pendingRate == null) { e.Cache.SetDefaultExt <PMBudget.rate>(e.Row); } } }
protected override PMCommitment FromRecord(PXCache sender, object row) { SOLine line = (SOLine)row; SOOrder order = (SOOrder)PXParentAttribute.SelectParent(sender.Graph.Caches[detailEntity], row, typeof(SOOrder)); int sign = line.Operation == SOOperation.Issue ? 1 : -1; PMCommitment commitment = new PMCommitment(); commitment.Type = PMCommitmentType.Internal; commitment.CommitmentID = line.CommitmentID ?? Guid.NewGuid(); commitment.AccountGroupID = GetAccountGroup(sender, row); commitment.ProjectID = line.ProjectID; commitment.ProjectTaskID = line.TaskID; commitment.UOM = line.UOM; commitment.Qty = sign * line.OrderQty; commitment.Amount = sign * line.LineAmt; if (order.Hold == true || order.Cancelled == true) { //Back Order put on Hold. commitment.OpenQty = 0; commitment.OpenAmount = 0; } else { commitment.OpenQty = sign * (line.RequireShipping == true ? line.OpenQty : line.UnbilledQty); commitment.OpenAmount = sign * (line.RequireShipping == true ? line.OpenAmt : line.UnbilledAmt); } commitment.ReceivedQty = sign * line.ShippedQty; commitment.InvoicedQty = 0; commitment.InvoicedAmount = 0; commitment.InvoicedIsReadonly = true; commitment.RefNoteID = order.NoteID; commitment.InventoryID = line.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID; commitment.CostCodeID = line.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode(); return(commitment); }
protected override PMCommitment FromRecord(PXCache sender, object row) { POLineUOpen poline = (POLineUOpen)row; POOrder order = (POOrder)PXParentAttribute.SelectParent(sender.Graph.Caches[detailEntity], row, typeof(POOrder)); PMCommitment commitment = new PMCommitment(); commitment.Type = PMCommitmentType.Internal; commitment.CommitmentID = poline.CommitmentID ?? Guid.NewGuid(); commitment.AccountGroupID = GetAccountGroup(sender, row); commitment.ProjectID = poline.ProjectID; commitment.ProjectTaskID = poline.TaskID; commitment.UOM = poline.UOM; if (poline.OrigExtCost == null) { commitment.OrigQty = poline.OrderQty; commitment.OrigAmount = poline.ExtCost + poline.RetainageAmt.GetValueOrDefault(); } else { commitment.OrigQty = poline.OrigOrderQty; commitment.OrigAmount = poline.OrigExtCost; } commitment.Qty = poline.OrderQty; commitment.Amount = poline.ExtCost + poline.RetainageAmt.GetValueOrDefault(); commitment.OpenQty = CalculateOpenQty(poline.OpenQty, poline.UnbilledQty); commitment.OpenAmount = CalculateOpenAmount(commitment.OpenQty, poline.OrderQty, poline.ExtCost, poline.UnbilledAmt); commitment.ReceivedQty = CalculateReceivedQty(poline.CompletedQty, poline.BilledQty); commitment.InvoicedQty = 0; commitment.InvoicedAmount = 0; commitment.InvoicedIsReadonly = true; commitment.RefNoteID = order.NoteID; commitment.InventoryID = poline.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID; commitment.CostCodeID = poline.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode(); return(commitment); }
public virtual void AddToInvoiced(ARTran line, int?revenueAccountGroup, int mult = 1) { if (line.TaskID == null) { return; } if (revenueAccountGroup == null) { return; } if (CostCodeAttribute.UseCostCode() && line.CostCodeID == null) { return; } PMProject project = PXSelect <PMProject, Where <PMProject.contractID, Equal <Required <PMProject.contractID> > > > .Select(Base, line.ProjectID); if (project != null && project.NonProject != true) { PMBudgetAccum invoiced = GetTargetBudget(revenueAccountGroup, line); invoiced = Base.Budget.Insert(invoiced); if (project.CuryID == project.BillingCuryID) { invoiced.CuryInvoicedAmount += mult * (line.CuryTranAmt.GetValueOrDefault() + line.CuryRetainageAmt.GetValueOrDefault()); invoiced.InvoicedAmount += mult * (line.TranAmt.GetValueOrDefault() + line.RetainageAmt.GetValueOrDefault()); } else { invoiced.CuryInvoicedAmount += mult * (line.TranAmt.GetValueOrDefault() + line.RetainageAmt.GetValueOrDefault()); invoiced.InvoicedAmount += mult * (line.TranAmt.GetValueOrDefault() + line.RetainageAmt.GetValueOrDefault()); } } }
public virtual void ProcessPOCommitments(PMProject project) { foreach (PXResult <POLine, POOrder> res in polines.Select(project.ContractID)) { POLine poline = (POLine)res; POOrder order = (POOrder)res; PXParentAttribute.SetParent(polines.Cache, poline, typeof(POOrder), order); PMCommitmentAttribute.Sync(polines.Cache, poline); } foreach (APTran tran in aptran.Select(project.ContractID)) { POLine poline = new POLine(); poline.OrderType = tran.POOrderType; poline.OrderNbr = tran.PONbr; poline.LineNbr = tran.POLineNbr; poline = polines.Locate(poline); if (poline != null && poline.CommitmentID != null) { decimal sign = (tran.DrCr == DrCr.Debit) ? Decimal.One : Decimal.MinusOne; PMCommitment container = new PMCommitment(); container.CommitmentID = poline.CommitmentID; container.UOM = tran.UOM; container.InventoryID = tran.InventoryID; container.CostCodeID = tran.CostCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()); container.InvoicedAmount = sign * tran.LineAmt.GetValueOrDefault(); container.InvoicedQty = sign * tran.Qty.GetValueOrDefault(); PMCommitmentAttribute.AddToInvoiced(polines.Cache, container); } } }
public virtual void ProcessSOCommitments(PMProject project) { foreach (PXResult <SOLine, SOOrder> res in solines.Select(project.ContractID)) { SOLine soline = (SOLine)res; SOOrder order = (SOOrder)res; PXParentAttribute.SetParent(solines.Cache, soline, typeof(SOOrder), order); PMCommitmentAttribute.Sync(solines.Cache, soline); } foreach (ARTran tran in artran.Select(project.ContractID)) { SOLine soline = new SOLine(); soline.OrderType = tran.SOOrderType; soline.OrderNbr = tran.SOOrderNbr; soline.LineNbr = tran.SOOrderLineNbr; soline = solines.Locate(soline); if (soline != null && soline.CommitmentID != null) { decimal sign = (tran.DrCr == DrCr.Credit) ? Decimal.One : Decimal.MinusOne; PMCommitment container = new PMCommitment(); container.CommitmentID = soline.CommitmentID; container.UOM = tran.UOM; container.InventoryID = tran.InventoryID; container.CostCodeID = tran.CostCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()); container.InvoicedAmount = sign * tran.TranAmt.GetValueOrDefault(); container.InvoicedQty = sign * tran.Qty.GetValueOrDefault(); PMCommitmentAttribute.AddToInvoiced(solines.Cache, container); } } }
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); }
protected virtual void _(Events.RowSelected <PMTask> e) { if (e.Row != null) { PMProject prj = PXSelect <PMProject, Where <PMProject.contractID, Equal <Current <PMTask.projectID> > > > .SelectSingleBound(this, new object[] { e.Row }); PXUIFieldAttribute.SetEnabled <PMTask.autoIncludeInPrj>(e.Cache, e.Row, prj != null && prj.NonProject != true); PXUIFieldAttribute.SetVisible <PMBudget.inventoryID>(Budget.Cache, null, !CostCodeAttribute.UseCostCode()); PXUIFieldAttribute.SetVisibility <PMBudget.inventoryID>(Budget.Cache, null, !CostCodeAttribute.UseCostCode() ? PXUIVisibility.Visible : PXUIVisibility.Invisible); } }
public virtual List <Balance> Run(int?projectID) { Dictionary <string, Balance> balances = new Dictionary <string, Balance>(); List <PMTran> expenseTrans = CreateExpenseTransactions(projectID); List <long> expenseTranIds = new List <long>(); Debug.Print("Created Expense Transactions:"); Debug.Indent(); foreach (PMTran tran in expenseTrans) { expenseTranIds.Add(tran.TranID.Value); Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date); } Debug.Unindent(); if (expenseTrans.Count == 0) { PXTrace.WriteError(Messages.FailedToEmulateExpenses); return(new List <Balance>()); } PMAllocatorEmulator ae = PXGraph.CreateInstance <PMAllocatorEmulator>(); ae.SourceTransactions = expenseTrans; foreach (PMTran tran in expenseTrans) { ae.Transactions.Insert(tran); } PXSelectBase <PMTask> selectTasks = new PXSelect <PMTask, Where <PMTask.projectID, Equal <Required <PMTask.projectID> >, And <PMTask.allocationID, IsNotNull> > >(this); List <PMTask> tasks = new List <PMTask>(); foreach (PMTask pmTask in selectTasks.Select(projectID)) { tasks.Add(pmTask); } ae.Execute(tasks); Debug.Print("After Allocation:"); Debug.Indent(); foreach (PMTran tran in ae.Transactions.Cache.Inserted) { tran.Released = true; Transactions.Cache.Update(tran); if (expenseTranIds.Contains(tran.TranID.Value)) { continue; } Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date); } Debug.Unindent(); DateTime billingDate = DateTime.Now.AddDays(1); //Get ARTrans for Bill: Debug.Print("Bill using the following Billing date={0}", billingDate); PMBillEngineEmulator engine = PXGraph.CreateInstance <PMBillEngineEmulator>(); engine.FieldVerifying.AddHandler <PMTran.projectID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; }); //Project can be completed. engine.FieldVerifying.AddHandler <PMTran.taskID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; }); //Task can be completed. engine.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; }); Debug.Print("Transactions passed to BillTask:"); Debug.Indent(); foreach (PMTran tran in Transactions.Cache.Cached) { //if (expenseTranIds.Contains(tran.TranID.Value)) // continue; engine.Transactions.Insert(tran); Debug.Print("TranID:{0} AccountGroup:{1}, InventoryID={2}, Qty={3}, Amt={4}, Allocated={5}, Released={6}, Billed={7}, Date={8}", tran.TranID, AccountGroupFromID(tran.AccountGroupID), InventoryFromID(tran.InventoryID), tran.Qty, tran.Amount, tran.Allocated, tran.Released, tran.Billed, tran.Date); } Debug.Unindent(); engine.Bill(projectID, billingDate, null); Debug.Print("AR Trans:"); Debug.Indent(); foreach (ARTran tran in engine.InvoiceEntry.Transactions.Select()) { if (tran.TaskID == null) { continue; } Debug.Print("InventoryID={0}, Qty={1}, Amt={2}", InventoryFromID(tran.InventoryID), tran.Qty, tran.TranAmt); Account acct = PXSelect <Account, Where <Account.accountID, Equal <Required <Account.accountID> > > > .Select(engine.InvoiceEntry, tran.AccountID); if (acct.AccountGroupID == null) { throw new PXException(Messages.FailedEmulateBilling); } string key = string.Format("{0}.{1}.{2}", tran.TaskID.Value, acct.AccountGroupID, tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID); if (balances.ContainsKey(key)) { balances[key].Amount += tran.TranAmt ?? 0; balances[key].Quantity += tran.Qty ?? 0; } else { Balance b = new Balance(); b.TaskID = tran.TaskID.Value; b.AccountGroupID = acct.AccountGroupID.Value; b.InventoryID = tran.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID; b.CostCodeID = tran.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode(); b.Amount = tran.TranAmt ?? 0; b.Quantity = tran.Qty ?? 0; balances.Add(key, b); } } return(new List <Balance>(balances.Values)); }
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); }
public virtual Result Calculate(PMTran pmt, PMAccountGroup ag, Account acc, int mult) { PMBudget status = SelectProjectBalance(pmt); int? inventoryID = status != null ? status.InventoryID : PMInventorySelectorAttribute.EmptyInventoryID; int? costCodeID = status != null ? status.CostCodeID : CostCodeAttribute.GetDefaultCostCode(); RollupQty rollup = null; if (settings.CostBudgetUpdateMode == CostBudgetUpdateModes.Detailed && ag.IsExpense == true && pmt.InventoryID != settings.EmptyInventoryID) { if (status == null || status.InventoryID == settings.EmptyInventoryID) { rollup = new RollupQty(pmt.UOM, pmt.Qty); inventoryID = pmt.InventoryID; if (pmt.CostCodeID != null) { costCodeID = pmt.CostCodeID; } } } if (rollup == null) { rollup = CalculateRollupQty(pmt, status); } List <PMHistory> list = new List <PMHistory>(); PMTaskTotal ta = null; PMBudget ps = null; if (pmt.TaskID != null && (rollup.Qty != 0 || pmt.Amount != 0)) //TaskID will be null for Contract { ps = new PMBudget(); ps.ProjectID = pmt.ProjectID; ps.ProjectTaskID = pmt.TaskID; ps.AccountGroupID = ag.GroupID; if (ag.Type == PMAccountType.OffBalance) { ps.Type = ag.IsExpense == true ? GL.AccountType.Expense : ag.Type; } else { ps.Type = ag.Type; } ps.InventoryID = inventoryID; ps.CostCodeID = costCodeID; ps.UOM = rollup.UOM; if (status != null) { ps.IsProduction = status.IsProduction; } decimal amt = mult * pmt.Amount.GetValueOrDefault(); if (!string.IsNullOrEmpty(ps.UOM)) { ps.ActualQty = rollup.Qty; // commented out otherwise invoice produces -ve Qty. * mult; } ps.ActualAmount = amt; #region PMTask Totals Update ta = new PMTaskTotal(); ta.ProjectID = pmt.ProjectID; ta.TaskID = pmt.TaskID; 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; } #endregion #region History PMHistory hist = new PMHistory(); hist.ProjectID = pmt.ProjectID; hist.ProjectTaskID = pmt.TaskID; hist.AccountGroupID = ag.GroupID; hist.InventoryID = pmt.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID; hist.CostCodeID = pmt.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode(); hist.PeriodID = pmt.FinPeriodID; decimal baseQty = 0; list.Add(hist); if (pmt.InventoryID != null && pmt.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID && pmt.Qty != 0 && !string.IsNullOrEmpty(rollup.UOM)) { if (PXAccess.FeatureInstalled <FeaturesSet.multipleUnitMeasure>()) { baseQty = mult * 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) { baseQty = mult * IN.INUnitAttribute.ConvertGlobalUnits(graph, pmt.UOM, initem.BaseUnit, pmt.Qty ?? 0, 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.PMInventorySelectorAttribute.EmptyInventoryID; tranHist.CostCodeID = pmt.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode(); tranHist.PeriodID = pmt.TranPeriodID; list.Add(tranHist); tranHist.TranPTDAmount = amt; tranHist.TranYTDAmount = amt; tranHist.TranPTDQty = baseQty; tranHist.TranYTDQty = baseQty; } #endregion } return(new Result(list, ps, ta)); }
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)); }
public virtual void RecalculateDraftInvoicesAmount(PMProject project, ProjectBalance pb) { var selectProforma = new PXSelectJoinGroupBy <PMProformaLine, InnerJoin <Account, On <PMProformaLine.accountID, Equal <Account.accountID> > >, Where <PMProformaLine.projectID, Equal <Required <PMProformaLine.projectID> >, And <PMProformaLine.released, Equal <False> > >, Aggregate <GroupBy <PMProformaLine.projectID, GroupBy <PMProformaLine.taskID, GroupBy <PMProformaLine.accountID, GroupBy <PMProformaLine.inventoryID, GroupBy <PMProformaLine.costCodeID, Sum <PMProformaLine.lineTotal> > > > > > > >(this); var selectInvoice = new PXSelectJoinGroupBy <ARTran, InnerJoin <Account, On <ARTran.accountID, Equal <Account.accountID> > >, Where <ARTran.projectID, Equal <Required <ARTran.projectID> >, And <ARTran.released, Equal <False> > >, Aggregate <GroupBy <ARTran.tranType, GroupBy <ARTran.projectID, GroupBy <ARTran.taskID, GroupBy <ARTran.accountID, GroupBy <ARTran.inventoryID, GroupBy <ARTran.costCodeID, Sum <ARTran.tranAmt> > > > > > > > >(this); var selectRevenueBudget = new PXSelect <PMRevenueBudget, Where <PMRevenueBudget.projectID, Equal <Required <PMRevenueBudget.projectID> >, And <PMRevenueBudget.type, Equal <GL.AccountType.income> > > >(this); var revenueBudget = selectRevenueBudget.Select(project.ContractID); foreach (PXResult <PMProformaLine, Account> res in selectProforma.Select(project.ContractID)) { PMProformaLine line = (PMProformaLine)res; Account account = (Account)res; int?inventoryID = PMInventorySelectorAttribute.EmptyInventoryID; foreach (PMRevenueBudget rev in revenueBudget) { foreach (PMRevenueBudget budget in revenueBudget) { if (budget.TaskID == line.TaskID && line.InventoryID == budget.InventoryID) { inventoryID = line.InventoryID; } } } PMBudgetAccum invoiced = new PMBudgetAccum(); invoiced.Type = GL.AccountType.Income; invoiced.ProjectID = line.ProjectID; invoiced.ProjectTaskID = line.TaskID; invoiced.AccountGroupID = account.AccountGroupID; invoiced.InventoryID = inventoryID; invoiced.CostCodeID = line.CostCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()); invoiced = Budget.Insert(invoiced); invoiced.InvoicedAmount += line.LineTotal.GetValueOrDefault(); if (line.IsPrepayment == true) { invoiced.PrepaymentInvoiced += line.LineTotal.GetValueOrDefault(); } } foreach (PXResult <ARTran, Account> res in selectInvoice.Select(project.ContractID)) { ARTran line = (ARTran)res; Account account = (Account)res; int?inventoryID = PMInventorySelectorAttribute.EmptyInventoryID; foreach (PMRevenueBudget rev in revenueBudget) { foreach (PMRevenueBudget budget in revenueBudget) { if (budget.TaskID == line.TaskID && line.InventoryID == budget.InventoryID) { inventoryID = line.InventoryID; } } } PMBudgetAccum invoiced = new PMBudgetAccum(); invoiced.Type = GL.AccountType.Income; invoiced.ProjectID = line.ProjectID; invoiced.ProjectTaskID = line.TaskID; invoiced.AccountGroupID = account.AccountGroupID; invoiced.InventoryID = inventoryID; invoiced.CostCodeID = line.CostCodeID.GetValueOrDefault(CostCodeAttribute.GetDefaultCostCode()); invoiced = Budget.Insert(invoiced); invoiced.InvoicedAmount += line.TranAmt.GetValueOrDefault() * ARDocType.SignAmount(line.TranType); } }
public override void FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e) { _AllowedValues = CostCodeAttribute.UseCostCode() ? new string[] { BudgetLevels.Task, BudgetLevels.CostCode, BudgetLevels.Item } : new string[] { BudgetLevels.Task, BudgetLevels.Item }; _AllowedLabels = CostCodeAttribute.UseCostCode() ? new string[] { Messages.Task, Messages.BudgetLevel_CostCode, Messages.BudgetLevel_Item } : new string[] { Messages.Task, Messages.BudgetLevel_Item }; base.FieldSelecting(sender, e); }