public List <PXDataFieldParam> BuildBudgetClearCommand(PMValidationFilter options, PMBudgetEx status)
{
List <PXDataFieldParam> list = new List <PXDataFieldParam>();
list.Add(new PXDataFieldRestrict(typeof(PMBudget.projectID).Name, PXDbType.Int, 4, status.ProjectID, PXComp.EQ));
list.Add(new PXDataFieldRestrict(typeof(PMBudget.accountGroupID).Name, PXDbType.Int, 4, status.AccountGroupID, PXComp.EQ));
list.Add(new PXDataFieldAssign(typeof(PMBudget.type).Name, PXDbType.Char, 1, GetAccountGroupType(status.AccountGroupID)));
list.Add(new PXDataFieldAssign(typeof(PMBudget.actualAmount).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.actualQty).Name, PXDbType.Decimal, 0m));
if (options.RebuildCommitments == true)
{
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedAmount).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedQty).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedOpenAmount).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedOpenQty).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedReceivedQty).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedInvoicedAmount).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedInvoicedQty).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedOrigQty).Name, PXDbType.Decimal, 0m));
list.Add(new PXDataFieldAssign(typeof(PMBudget.committedOrigAmount).Name, PXDbType.Decimal, 0m));
}
if (options.RecalculateDraftInvoicesAmount == true)
{
list.Add(new PXDataFieldAssign(typeof(PMBudget.invoicedAmount).Name, PXDbType.Decimal, 0m));
}
return(list);
}
protected virtual void PMValidationFilter_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
PMValidationFilter filter = Filter.Current;
Items.SetProcessDelegate <ProjectBalanceValidationProcess>(
delegate(ProjectBalanceValidationProcess graph, PMProject item)
{
graph.Clear();
graph.RunProjectBalanceVerification(item, filter);
graph.Actions.PressSave();
});
}
public virtual void RunProjectBalanceVerification(PMProject project, PMValidationFilter options)
{
InitAccountGroup();
PXDatabase.Delete <PMTaskTotal>(new PXDataFieldRestrict(typeof(PMTaskTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMTaskAllocTotal>(new PXDataFieldRestrict(typeof(PMTaskAllocTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMHistory>(new PXDataFieldRestrict(typeof(PMHistory.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMCommitment>(new PXDataFieldRestrict(typeof(PMCommitment.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMCommitment.type).Name, PXDbType.Char, 1, PMCommitmentType.Internal, PXComp.EQ));
if (options.RecalculateUnbilledSummary == true)
{
PXDatabase.Delete <PMUnbilledDailySummary>(new PXDataFieldRestrict(typeof(PMUnbilledDailySummary.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
}
ProjectBalance pb = CreateProjectBalance();
Dictionary <BudgetKeyTuple, PMBudgetEx> existingBudgetRecords = new Dictionary <BudgetKeyTuple, PMBudgetEx>();
if (options.RecalculateChangeOrders == true && project.ChangeOrderWorkflow == true)
{
var selectBudget = new PXSelect <PMBudgetEx, Where <PMBudgetEx.projectID, Equal <Required <PMBudgetEx.projectID> > > >(this);
using (new PXFieldScope(selectBudget.View, typeof(PMBudgetEx.projectID), typeof(PMBudgetEx.projectTaskID)
, typeof(PMBudgetEx.accountGroupID), typeof(PMBudgetEx.inventoryID), typeof(PMBudgetEx.costCodeID)
, typeof(PMBudgetEx.uOM), typeof(PMBudgetEx.qty), typeof(PMBudgetEx.amount)))
{
foreach (PMBudgetEx record in selectBudget.Select(project.ContractID))
{
existingBudgetRecords.Add(GetKey(record), record);
List <PXDataFieldParam> list = BuildBudgetClearCommandWithChangeOrders(options, record);
PXDatabase.Update <PMBudget>(list.ToArray());
}
}
}
else
{
HashSet <int> clearedAccountGroups = new HashSet <int>();
var selectBudget = new PXSelect <PMBudgetEx, Where <PMBudgetEx.projectID, Equal <Required <PMBudgetEx.projectID> > > >(this);
using (new PXFieldScope(selectBudget.View, typeof(PMBudgetEx.projectID), typeof(PMBudgetEx.projectTaskID)
, typeof(PMBudgetEx.accountGroupID), typeof(PMBudgetEx.inventoryID), typeof(PMBudgetEx.costCodeID)
, typeof(PMBudgetEx.uOM)))
{
foreach (PMBudgetEx record in selectBudget.Select(project.ContractID))
{
existingBudgetRecords.Add(GetKey(record), record);
if (!clearedAccountGroups.Contains(record.AccountGroupID.Value))
{
List <PXDataFieldParam> list = BuildBudgetClearCommand(options, record);
PXDatabase.Update <PMBudget>(list.ToArray());
clearedAccountGroups.Add(record.AccountGroupID.Value);
}
}
}
}
PXSelectBase <PMTran> select = null;
if (options.RecalculateUnbilledSummary == true)
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.date,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
GroupBy <PMTran.duplicateOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount,
Max <PMTran.billable,
GroupBy <PMTran.billed,
GroupBy <PMTran.reversed> > > > > > > > > > > > > > > > > > > > > > >(this);
}
else
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
GroupBy <PMTran.duplicateOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount> > > > > > > > > > > > > > > > > > >(this);
}
foreach (PXResult <PMTran, Account, OffsetAccount, PMAccountGroup, OffsetPMAccountGroup> res in select.Select(project.ContractID))
{
PMTran tran = (PMTran)res;
RegisterReleaseProcess.AddToUnbilledSummary(this, tran);
//suppose we have allocated unbilled 100 - unearned 100
//during billing we reduced the amount to 80.
//as a result of this. only 80 will be reversed. leaving 20 on the unbilled.
//plus a remainder transaction will be generated. (if we allow this remainder to update balance it will add additional 20 to the unbilled.)
if (tran.RemainderOfTranID != null)
{
continue; //skip remainder transactions.
}
ProcessTransaction(project, res, pb);
}
RebuildAllocationTotals(project);
if (options.RebuildCommitments == true)
{
ProcessPOCommitments(project);
ProcessSOCommitments(project);
ProcessExternalCommitments(project);
}
if (options.RecalculateDraftInvoicesAmount == true)
{
RecalculateDraftInvoicesAmount(project, pb);
}
if (options.RecalculateChangeOrders == true && project.ChangeOrderWorkflow == true)
{
RecalculateChangeOrders(project, pb, existingBudgetRecords);
}
InitCostCodeOnModifiedEntities();
}
public virtual void RunProjectBalanceVerification(PMProject project, PMValidationFilter options)
{
InitAccountGroup();
PXDatabase.Delete <PMTaskTotal>(new PXDataFieldRestrict(typeof(PMTaskTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMTaskAllocTotal>(new PXDataFieldRestrict(typeof(PMTaskAllocTotal.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMHistory>(new PXDataFieldRestrict(typeof(PMHistory.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
PXDatabase.Delete <PMCommitment>(new PXDataFieldRestrict(typeof(PMCommitment.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMCommitment.type).Name, PXDbType.Char, 1, PMCommitmentType.Internal, PXComp.EQ));
if (options.RecalculateUnbilledSummary == true)
{
PXDatabase.Delete <PMUnbilledDailySummary>(new PXDataFieldRestrict(typeof(PMUnbilledDailySummary.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ));
}
ProjectBalance pb = CreateProjectBalance();
var selectAggregateBudget = new PXSelectGroupBy <PMBudgetEx, Where <PMBudgetEx.projectID, Equal <Required <PMBudgetEx.projectID> > >,
Aggregate <GroupBy <PMBudgetEx.projectID, GroupBy <PMBudgetEx.accountGroupID> > > >(this);
foreach (PMBudgetEx status in selectAggregateBudget.Select(project.ContractID))
{
if (options.RecalculateDraftInvoicesAmount == true)
{
PXDatabase.Update <PMBudget>(
new PXDataFieldRestrict(typeof(PMBudget.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMBudget.accountGroupID).Name, PXDbType.Int, 4, status.AccountGroupID, PXComp.EQ),
new PXDataFieldAssign(typeof(PMBudget.type).Name, PXDbType.Char, 1, GetAccountGroupType(status.AccountGroupID)),
new PXDataFieldAssign(typeof(PMBudget.invoicedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.actualAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.actualQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedReceivedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedQty).Name, PXDbType.Decimal, 0m)
);
}
else
{
PXDatabase.Update <PMBudget>(
new PXDataFieldRestrict(typeof(PMBudget.projectID).Name, PXDbType.Int, 4, project.ContractID, PXComp.EQ),
new PXDataFieldRestrict(typeof(PMBudget.accountGroupID).Name, PXDbType.Int, 4, status.AccountGroupID, PXComp.EQ),
new PXDataFieldAssign(typeof(PMBudget.type).Name, PXDbType.Char, 1, GetAccountGroupType(status.AccountGroupID)),
new PXDataFieldAssign(typeof(PMBudget.actualAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.actualQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedOpenQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedReceivedQty).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedAmount).Name, PXDbType.Decimal, 0m),
new PXDataFieldAssign(typeof(PMBudget.committedInvoicedQty).Name, PXDbType.Decimal, 0m)
);
}
}
PXSelectBase <PMTran> select = null;
if (options.RecalculateUnbilledSummary == true)
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.date,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount,
Max <PMTran.billable,
GroupBy <PMTran.billed,
GroupBy <PMTran.reversed> > > > > > > > > > > > > > > > > > > > > >(this);
}
else
{
select = new PXSelectJoinGroupBy <PMTran,
LeftJoin <Account, On <PMTran.accountID, Equal <Account.accountID> >,
LeftJoin <OffsetAccount, On <PMTran.offsetAccountID, Equal <OffsetAccount.accountID> >,
LeftJoin <PMAccountGroup, On <PMAccountGroup.groupID, Equal <Account.accountGroupID> >,
LeftJoin <OffsetPMAccountGroup, On <OffsetPMAccountGroup.groupID, Equal <OffsetAccount.accountGroupID> > > > > >,
Where <PMTran.projectID, Equal <Required <PMTran.projectID> >,
And <PMTran.released, Equal <True> > >,
Aggregate <GroupBy <PMTran.tranType,
GroupBy <PMTran.finPeriodID,
GroupBy <PMTran.tranPeriodID,
GroupBy <PMTran.projectID,
GroupBy <PMTran.taskID,
GroupBy <PMTran.inventoryID,
GroupBy <PMTran.costCodeID,
GroupBy <PMTran.accountID,
GroupBy <PMTran.accountGroupID,
GroupBy <PMTran.offsetAccountID,
GroupBy <PMTran.offsetAccountGroupID,
GroupBy <PMTran.uOM,
GroupBy <PMTran.released,
GroupBy <PMTran.remainderOfTranID,
Sum <PMTran.qty,
Sum <PMTran.amount> > > > > > > > > > > > > > > > > >(this);
}
foreach (PXResult <PMTran, Account, OffsetAccount, PMAccountGroup, OffsetPMAccountGroup> res in select.Select(project.ContractID))
{
PMTran tran = (PMTran)res;
RegisterReleaseProcess.AddToUnbilledSummary(this, tran);
//suppose we have allocated unbilled 100 - unearned 100
//during billing we reduced the amount to 80.
//as a result of this. only 80 will be reversed. leaving 20 on the unbilled.
//plus a remainder transaction will be generated. (if we allow this remainder to update balance it will add additional 20 to the unbilled.)
if (tran.RemainderOfTranID != null)
{
continue; //skip remainder transactions.
}
ProcessTransaction(res, pb);
}
RebuildAllocationTotals(project);
if (options.RebuildCommitments == true)
{
ProcessPOCommitments(project);
ProcessSOCommitments(project);
ProcessExternalCommitments(project);
}
if (options.RecalculateDraftInvoicesAmount == true)
{
RecalculateDraftInvoicesAmount(project, pb);
}
}
