public void Validate(List <APAdjust> adjustments)
{
foreach (var adjustment in adjustments)
{
var invoice = InvoiceDataProvider.GetInvoice(Graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceJCExt = invoice.GetExtension <APInvoiceJCExt>();
if (invoiceJCExt.IsJointPayees == true)
{
APInvoice origBill = null;
if (invoice.IsRetainageDocument == true)
{
origBill = InvoiceDataProvider.GetOriginalInvoice(Graph, invoice);
}
if (PaymentCycleWorkflowIsStartedAndItIsOtherPayment(adjustment.AdjgDocType,
adjustment.AdjgRefNbr,
origBill?.DocType ?? invoice.DocType,
origBill?.RefNbr ?? invoice.RefNbr))
{
ShowErrorMessage <APAdjust.adjdRefNbr>(adjustment,
JointCheckMessages.PaymentCycleWorkflowIsStarted);
}
}
}
}
protected virtual decimal?GetVendorAmountToPay(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
return(invoiceExtension.AmountToPay);
}
private bool IsJointPayment(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
return(invoiceExtension.IsJointPayees == true);
}
public static IEnumerable <int?> GetProjectIds(PXGraph graph, IEnumerable <APAdjust> adjustments)
{
return(adjustments.Select(adjustment =>
InvoiceDataProvider.GetOriginalInvoice(graph, adjustment.AdjdRefNbr, adjustment.AdjdDocType))
.SelectMany(inv => TransactionDataProvider
.GetTransactions(graph, inv.DocType, inv.RefNbr).Select(t => t.ProjectID)).Distinct().ToList());
}
private static IEnumerable <APTran> GetTransactions(PXGraph graph, IDocumentAdjustment adjustment)
{
var originalBill =
InvoiceDataProvider.GetOriginalInvoice(graph, adjustment.AdjdRefNbr, adjustment.AdjdDocType);
return(TransactionDataProvider.GetTransactions(graph, originalBill.DocType, originalBill.RefNbr));
}
public virtual decimal?GetVendorPreparedBalance(APAdjust adjustment)
{
FinDocumentExtKey actualDocLineKey = InvoiceDataProvider.GetSourceEntityKeyByRetainage(Graph,
adjustment.AdjdDocType, adjustment.AdjdRefNbr, adjustment.AdjdLineNbr);
decimal?fullAmount;
if (adjustment.AdjdLineNbr == 0)
{
APInvoice bill = InvoiceDataProvider.GetInvoice(Graph, actualDocLineKey.Type, actualDocLineKey.RefNbr);
fullAmount = bill.CuryOrigDocAmt + bill.CuryRetainageTotal;
}
else
{
APTran tran = TransactionDataProvider.GetTransaction(Graph, actualDocLineKey.Type, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr);
fullAmount = tran.CuryOrigTranAmt + tran.CuryRetainageAmt;
}
var totalJointAmountOwed = JointPayeeDataProvider.GetJointPayees(Graph, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr)
.Sum(jp => jp.JointAmountOwed.GetValueOrDefault());
var totalVendorPaymentAmount = GetTotalVendorPaymentAmount(adjustment, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr);
var currentVendorPaymentAmount = GetVendorPaymentAmount(adjustment);
var reversedRetainageAmount = GetReversedRetainageAmount(actualDocLineKey.RefNbr, actualDocLineKey.LineNbr);
return(fullAmount + reversedRetainageAmount - totalJointAmountOwed
- (totalVendorPaymentAmount - currentVendorPaymentAmount));
}
private bool IsJointPayeesInvoice(IDocumentKey document)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, document.DocType, document.RefNbr);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
return(invoiceExtension?.IsJointPayees == true);
}
private static APTran GetTransaction(PXGraph graph, JointPayee jointPayee, IDocumentAdjustment adjustment)
{
var originalBill =
InvoiceDataProvider.GetOriginalInvoice(graph, adjustment.AdjdRefNbr, adjustment.AdjdDocType);
return(TransactionDataProvider.GetTransaction(graph, originalBill.DocType, originalBill.RefNbr,
jointPayee.BillLineNumber));
}
private bool DoesAnyInvoiceJointPayeeExist(IDocumentKey document)
{
var noteId = InvoiceDataProvider.GetOriginalInvoice(Base, document.RefNbr, document.DocType)?.NoteID;
return(SelectFrom <JointPayee>
.Where <JointPayee.billId.IsEqual <P.AsGuid> > .View
.Select(Base, noteId).Any());
}
private bool IsPaymentCycleWorkflow(IDocumentKey invoice)
{
var allRelatedBills =
InvoiceDataProvider.GetAllBillsFromRetainageGroup(Base, invoice.RefNbr, invoice.DocType);
return(allRelatedBills.Any(inv =>
JointPayeePaymentDataProvider.DoesAnyNonReleasedJointPayeePaymentExist(Base, inv)));
}
private void SetCashDiscountBalance(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
adjustment.CuryDiscBal = invoice.PaymentsByLinesAllowed == true
? TransactionDataProvider.GetTransaction(Base, invoice.DocType, invoice.RefNbr, adjustment.AdjdLineNbr)
.CuryCashDiscBal
: invoice.CuryOrigDiscAmt;
}
public virtual decimal?GetNonReleasedCashDiscountTakenExceptCurrentAdjustment(APAdjust apAdjust)
{
var adjustments = AdjustmentDataProvider.GetInvoiceAdjustments(Graph, apAdjust.AdjdRefNbr);
var releasedCashDiscountTaken = InvoiceDataProvider
.GetInvoice(Graph, apAdjust.AdjdDocType, apAdjust.AdjdRefNbr).CuryDiscTaken;
var totalCashDiscountTaken = adjustments.Sum(adjustment => adjustment.CuryAdjgPPDAmt);
return(totalCashDiscountTaken - releasedCashDiscountTaken - apAdjust.CuryAdjgPPDAmt);
}
public void ClosePaymentCycleWorkflowIfNeeded(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
if (!JointPayeePaymentDataProvider.DoesAnyNonReleasedJointPayeePaymentExist(graph, invoice))
{
UpdateIsPaymentCycleWorkflow(invoice, false);
}
}
protected override decimal?GetOpenBalanceByAllBillsFromRetainageGroup(APInvoice invoice)
{
var originalInvoice = InvoiceDataProvider.GetOriginalInvoice(Graph, invoice.RefNbr, invoice.DocType);
var billLineNumbers = JointPayees.Select(jp => jp.BillLineNumber).ToList();
var unreleasedRetainageAmount = GetUnreleasedRetainageAmount(originalInvoice, billLineNumbers);
var releasedAmountFromRetainageGroup = GeReleasedAmountFromRetainageGroup(invoice, billLineNumbers);
return(invoice.CuryDocBal + unreleasedRetainageAmount + releasedAmountFromRetainageGroup);
}
protected virtual decimal?GetOpenBalanceByAllBillsFromRetainageGroup(APInvoice invoice)
{
var originalBill = InvoiceDataProvider.GetOriginalInvoice(Graph, invoice.RefNbr, invoice.DocType);
var relatedRetainageBills =
InvoiceDataProvider.GetRelatedRetainageBills(Graph, originalBill.RefNbr, originalBill.DocType);
return(originalBill.CuryDocBal + originalBill.CuryRetainageUnreleasedAmt +
relatedRetainageBills.Sum(x => x.CuryDocBal));
}
private bool IsFinalAdjustment(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
invoiceBalanceCalculationService = invoice.PaymentsByLinesAllowed == true
? new InvoiceLineBalanceCalculationService(Base)
: new InvoiceBalanceCalculationService(Base);
return(invoiceBalanceCalculationService.GetInvoiceBalance(adjustment) == adjustment.CuryAdjgAmt);
}
public void InitializePaymentCycleWorkflowIfRequired(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceExtension = invoice.GetExtension <APInvoiceJCExt>();
if (invoiceExtension.IsJointPayees == true && invoiceExtension.IsPaymentCycleWorkflow == false)
{
UpdateIsPaymentCycleWorkflow(invoice, true);
}
}
private void RefreshCurrentInvoice(PXGraph graph)
{
var currentBill = Base.Document.Current;
currentBill = InvoiceDataProvider.GetOriginalInvoice(graph, currentBill.RefNbr, currentBill.DocType);
if (currentBill.PaymentsByLinesAllowed.GetValueOrDefault())
{
RecalculateTotalJointAmountOwedPerLine();
}
}
private decimal?GeReleasedAmountFromRetainageGroup(APInvoice invoice, IEnumerable <int?> billLineNumbers)
{
var allReleasedBillsFromRetainageGroup = InvoiceDataProvider
.GetAllBillsFromRetainageGroup(Graph, invoice.RefNbr, invoice.DocType)
.Except(invoice).Where(bill => bill.Released == true);
return(allReleasedBillsFromRetainageGroup.SelectMany(bill => TransactionDataProvider
.GetTransactions(Graph, bill.DocType, bill.RefNbr, billLineNumbers))
.Sum(transaction => transaction.CuryTranBal));
}
private void SetBillId(IEnumerable <APTran> transactions)
{
var invoices = InvoiceDataProvider.GetInvoices(Graph, transactions);
var invoice = invoices.SingleOrNull();
if (invoice != null)
{
ComplianceDocumentRefNoteAttribute.SetComplianceDocumentReference <ComplianceDocument.billID>(
Cache, lienWaiver, invoice.DocType, invoice.RefNbr, invoice.NoteID);
}
}
protected virtual decimal GetAllowableCashDiscountConsiderBillBalance(APAdjust apAdjust)
{
var invoiceAdjustments = AdjustmentDataProvider.GetInvoiceAdjustments(Graph, apAdjust.AdjdRefNbr);
var unappliedBalance = invoiceAdjustments
.Sum(adjustment => adjustment.CuryAdjgAmt + adjustment.CuryAdjgPPDAmt);
var billBalance = InvoiceDataProvider.GetInvoice(Graph, apAdjust.AdjdDocType, apAdjust.AdjdRefNbr)
.CuryOrigDocAmt;
var cashDiscount = billBalance - unappliedBalance + apAdjust.CuryAdjgPPDAmt;
return(Math.Max(cashDiscount.GetValueOrDefault(), 0));
}
public void AddJointPayeePayments(APAdjust adjustment)
{
var originalBillReferenceNumber =
InvoiceDataProvider.GetOriginalInvoice(graph, adjustment.AdjdRefNbr, adjustment.AdjdDocType).RefNbr;
var jointPayees = JointPayeeDataProvider.GetJointPayees(graph, originalBillReferenceNumber, adjustment.AdjdLineNbr);
foreach (var jointPayee in jointPayees)
{
AddJointPayeePayment(jointPayee, adjustment);
}
}
private void CreateJointPayeePayments(APAdjust adjustment)
{
var originalInvoice =
InvoiceDataProvider.GetOriginalInvoice(Base, adjustment.AdjdRefNbr, adjustment.AdjdDocType);
var jointPayees =
JointPayeeDataProvider.GetJointPayees(Base, originalInvoice.RefNbr, adjustment.AdjdLineNbr);
var jointPayeePayments = jointPayees
.Select(jointPayee => CreateJointPayeePayment(jointPayee.JointPayeeId, adjustment));
JointPayeePayments.Cache.InsertAll(jointPayeePayments);
}
public static IEnumerable <int?> GetProjectIds(APAdjust adjustment, PXGraph graph)
{
FinDocumentExtKey actualDocLineKey = InvoiceDataProvider.GetSourceEntityKeyByRetainage(graph,
adjustment.AdjdDocType, adjustment.AdjdRefNbr, adjustment.AdjdLineNbr);
var transactions = adjustment.AdjdLineNbr == 0
? TransactionDataProvider.GetTransactions(graph, actualDocLineKey.Type, actualDocLineKey.RefNbr)
: TransactionDataProvider.GetTransaction(graph, actualDocLineKey.Type, actualDocLineKey.RefNbr, actualDocLineKey.LineNbr).SingleToList();
return(transactions.Select(tran => tran.ProjectID));
}
private decimal?GetOpenBalanceByAllBillsFromRetainageGroupPerLine(
APAdjust adjustment, decimal?transactionBalance)
{
var invoice = InvoiceDataProvider.GetInvoice(Graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var originalInvoice = InvoiceDataProvider.GetOriginalInvoice(Graph, invoice);
var unreleasedRetainageAmount =
GetUnreleasedRetainageAmount(originalInvoice, adjustment.AdjdLineNbr.CreateArray());
var releasedAmountFromRetainageGroup =
GeReleasedAmountFromRetainageGroup(invoice, adjustment.AdjdLineNbr.CreateArray());
return(transactionBalance + unreleasedRetainageAmount + releasedAmountFromRetainageGroup);
}
private void CheckPaymentLifeCycle(PXGraph graph)
{
var currentBill = Base.Document.Current;
var allRelatedBills =
InvoiceDataProvider.GetAllBillsFromRetainageGroup(graph, currentBill.RefNbr, currentBill.DocType);
if (allRelatedBills.Select(retainageBill => retainageBill.GetExtension <APInvoiceJCExt>())
.Any(ext => ext.IsPaymentCycleWorkflow == true))
{
throw new PXException(JointCheckMessages.PaymentCycleWorkflowIsStarted);
}
}
private void SetAmountToPayIfEmpty(APAdjust adjustment)
{
var invoice = InvoiceDataProvider.GetInvoice(Base, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var invoiceExtension = PXCache <APInvoice> .GetExtension <APInvoiceJCExt>(invoice);
var adjustmentExtension = PXCache <APAdjust> .GetExtension <ApAdjustExt>(adjustment);
if (invoiceExtension.IsJointPayees == true && adjustmentExtension.AmountToPayPerLine == null)
{
adjustmentExtension.AmountToPayPerLine = GetVendorBalance(adjustment, invoice);
adjustment.CuryAdjgAmt = adjustmentExtension.AmountToPayPerLine;
}
}
protected virtual decimal?GetReversedRetainageAmount(string referenceNumber, int?lineNumber)
{
if (lineNumber == 0)
{
return(InvoiceDataProvider.GetReversedRetainageDebitAdjustments(Graph, referenceNumber)
.Sum(inv => inv.CuryOrigDocAmt));
}
else
{
return(InvoiceDataProvider.GetReversedRetainageDebitAdjustmentLines(Graph, referenceNumber, lineNumber)
.Sum(inv => inv.CuryOrigTranAmt));
}
}
public static IEnumerable <int?> GetProjectIds(APInvoiceEntry graph, JointPayee jointPayee)
{
var originalBill = InvoiceDataProvider.GetOriginalInvoice(graph, graph.Document.Current);
var transactions = TransactionDataProvider.GetTransactions(graph, originalBill.DocType, originalBill.RefNbr)
.ToList();
if (IsSingleProjectPerDocumentContext(graph.APSetup.Current, transactions))
{
return(graph.Document.Current.ProjectID.AsSingleEnumerable());
}
if (jointPayee != null && graph.Document.Current.PaymentsByLinesAllowed == true)
{
transactions = transactions.Where(tran => tran.LineNbr == jointPayee.BillLineNumber).ToList();
}
return(transactions.Select(tran => tran.ProjectID).Distinct());
}
public void ValidateApAdjustment <TField>(APAdjust adjustment)
where TField : IBqlField
{
if (adjustment.IsSelfAdjustment())
{
return;
}
var apInvoice = InvoiceDataProvider.GetInvoice(graph, adjustment.AdjdDocType, adjustment.AdjdRefNbr);
var hasExpiredComplianceDocuments =
ValidateRelatedField <APAdjust, ComplianceDocument.billID, TField>(adjustment,
ComplianceDocumentReferenceRetriever.GetComplianceDocumentReferenceId(graph, apInvoice));
ValidateRelatedRow <APAdjust, ApAdjustExt.hasExpiredComplianceDocuments>(adjustment,
hasExpiredComplianceDocuments);
}
