public static void CalculateAvalaraTax(OpportunityMaint rg, CROpportunity order)
{
TaxSvc service = new TaxSvc();
AvalaraMaint.SetupService(rg, service);
AddressSvc addressService = new AddressSvc();
AvalaraMaint.SetupService(rg, addressService);
GetTaxRequest getRequest = null;
bool isValidByDefault = true;
if (order.IsTaxValid != true)
{
getRequest = BuildGetTaxRequest(rg, order);
if (getRequest.Lines.Count > 0)
{
isValidByDefault = false;
}
else
{
getRequest = null;
}
}
if (isValidByDefault)
{
PXDatabase.Update <CROpportunity>(
new PXDataFieldAssign("IsTaxValid", true),
new PXDataFieldRestrict("OpportunityID", PXDbType.NVarChar, CROpportunity.OpportunityIDLength, order.OpportunityID, PXComp.EQ)
);
return;
}
GetTaxResult result = service.GetTax(getRequest);
if (result.ResultCode == SeverityLevel.Success)
{
try
{
ApplyAvalaraTax(rg, order, result);
PXDatabase.Update <CROpportunity>(
new PXDataFieldAssign("IsTaxValid", true),
new PXDataFieldRestrict("OpportunityID", PXDbType.NVarChar, CROpportunity.OpportunityIDLength, order.OpportunityID, PXComp.EQ)
);
}
catch (Exception ex)
{
throw new PXException(ex, TX.Messages.FailedToApplyTaxes);
}
}
else
{
LogMessages(result);
throw new PXException(TX.Messages.FailedToGetTaxes);
}
}
public static void Process(List <CROpportunity> list, bool isMassProcess)
{
OpportunityMaint rg = PXGraph.CreateInstance <OpportunityMaint>();
for (int i = 0; i < list.Count; i++)
{
try
{
rg.Clear();
rg.Opportunity.Current = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .Select(rg, list[i].OpportunityID);
CalculateAvalaraTax(rg, rg.Opportunity.Current);
PXProcessing <CROpportunity> .SetInfo(i, ActionsMessages.RecordProcessed);
}
catch (Exception e)
{
if (isMassProcess)
{
PXProcessing <CROpportunity> .SetError(i, e is PXOuterException?e.Message + "\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages) : e.Message);
}
else
{
throw new PXMassProcessException(i, e);
}
}
}
}
protected override void ReverseDocumentUpdate(OpportunityMaint graph, CROpportunity entity)
{
var doc = Documents.Current;
Documents.Cache.SetValue <Document.description>(doc, entity.Subject);
Documents.Cache.SetValue <Document.qualificationDate>(doc, PXTimeZoneInfo.Now);
Documents.Cache.SetValue <Document.convertedBy>(doc, PXAccess.GetUserID());
graph.Caches <TMain>().Update(GetMain(doc));
}
public virtual IEnumerable ConvertToOpportunity(PXAdapter adapter)
{
bool isOpportunityAutoNumberOn = this.IsNumberingAutonumbered(Setup.Current.OpportunityNumberingID);
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact lead in contacts)
{
OpportunityMaint opportunityMaint = PXGraph.CreateInstance <OpportunityMaint>();
CROpportunity opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.CreateInstance();
if (!isOpportunityAutoNumberOn)
{
if (OpportunityInfo.AskExt() != WebDialogResult.OK || !OpportunityInfo.VerifyRequired())
{
return(contacts);
}
CROpportunity existing = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .SelectSingleBound(this, null, OpportunityInfo.Current.OpportunityID);
if (existing != null)
{
OpportunityInfo.Cache.RaiseExceptionHandling <OpportunityFilter.opportunityID>(OpportunityInfo.Current, OpportunityInfo.Current.OpportunityID, new PXSetPropertyException(Messages.OpportunityAlreadyExists, OpportunityInfo.Current.OpportunityID));
return(contacts);
}
object cd = OpportunityInfo.Current.OpportunityID;
opportunityMaint.Opportunity.Cache.RaiseFieldUpdating <CROpportunity.opportunityID>(null, ref cd);
opportunity.OpportunityID = (string)cd;
}
PXLongOperation.StartOperation(this, delegate()
{
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(this, new object[] { lead });
if (cls != null && cls.OwnerToOpportunity == true)
{
opportunity.WorkgroupID = lead.WorkgroupID;
opportunity.OwnerID = lead.OwnerID;
}
if (lead.BAccountID != null)
{
opportunity.BAccountID = lead.BAccountID;
}
opportunity.ContactID = lead.ContactID;
opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Insert(opportunity);
ContactMaint contactGraph = PXGraph.CreateInstance <ContactMaint>();
lead.ContactType = ContactTypesAttribute.Person;
contactGraph.Contact.Update(lead);
contactGraph.Save.Press();
opportunityMaint.Opportunity.Search <CROpportunity.opportunityID>(opportunity.OpportunityID);
throw new PXRedirectRequiredException(opportunityMaint, "Opportunity", true);
});
}
return(contacts);
}
protected static IAddressBase GetFromAddress(OpportunityMaint rg)
{
PXSelectBase <Branch> select = new PXSelectJoin
<Branch, InnerJoin <BAccount, On <BAccount.bAccountID, Equal <Branch.bAccountID> >,
InnerJoin <Address, On <Address.addressID, Equal <BAccount.defAddressID> > > >,
Where <Branch.branchID, Equal <Required <Branch.branchID> > > >(rg);
foreach (PXResult <Branch, BAccount, Address> res in select.Select(rg.Accessinfo.BranchID))
{
return((Address)res);
}
return(null);
}
protected static IAddressBase GetToAddress(OpportunityMaint rg, CROpportunity order)
{
Address shipAddress = null;
Location loc = (Location)PXSelect <Location,
Where <Location.bAccountID, Equal <Required <Location.bAccountID> >, And <Location.locationID, Equal <Required <Location.locationID> > > > > .
Select(rg, order.BAccountID, order.LocationID);
if (loc != null)
{
shipAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Address.addressID> > > > .Select(rg, loc.DefAddressID);
}
return(shipAddress);
}
protected void edContactID_EditRecord(object sender, PX.Web.UI.PXNavigateEventArgs e)
{
OpportunityMaint oppmaint = this.ds.DataGraph as OpportunityMaint;
if (oppmaint != null)
{
CROpportunity currentopportunity = this.ds.DataGraph.Views[this.ds.DataGraph.PrimaryView].Cache.Current as CROpportunity;
if (currentopportunity.ContactID == null && currentopportunity.BAccountID != null)
{
{
try
{
oppmaint.addNewContact.Press();
}
catch (PX.Data.PXRedirectRequiredException e1)
{
PX.Web.UI.PXBaseDataSource ds = this.ds as PX.Web.UI.PXBaseDataSource;
PX.Web.UI.PXBaseDataSource.RedirectHelper helper = new PX.Web.UI.PXBaseDataSource.RedirectHelper(ds);
helper.TryRedirect(e1);
}
}
}
}
}
public virtual IEnumerable ConvertToOpportunity(PXAdapter adapter)
{
Save.Press();
bool isOpportunityAutoNumberOn = this.IsNumberingAutonumbered(Setup.Current.OpportunityNumberingID);
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact l in contacts)
{
OpportunityMaint opportunityMaint = CreateInstance <OpportunityMaint>();
CROpportunity opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Insert();
if (!isOpportunityAutoNumberOn)
{
if (OpportunityInfo.AskExt() != WebDialogResult.OK || !OpportunityInfo.VerifyRequired())
{
return(contacts);
}
CROpportunity existing = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .SelectSingleBound(this, null, OpportunityInfo.Current.OpportunityID);
if (existing != null)
{
OpportunityInfo.Cache.RaiseExceptionHandling <OpportunityFilter.opportunityID>(OpportunityInfo.Current, OpportunityInfo.Current.OpportunityID, new PXSetPropertyException(Messages.OpportunityAlreadyExists, OpportunityInfo.Current.OpportunityID));
return(contacts);
}
object cd = OpportunityInfo.Current.OpportunityID;
opportunityMaint.Opportunity.Cache.RaiseFieldUpdating <CROpportunity.opportunityID>(null, ref cd);
opportunity.OpportunityID = (string)cd;
}
Contact lead = l;
PXLongOperation.StartOperation(this, delegate()
{
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(this, new object[] { lead });
if (cls != null && cls.OwnerToOpportunity == true)
{
opportunity.WorkgroupID = lead.WorkgroupID;
opportunity.OwnerID = lead.OwnerID;
}
if (cls != null && cls.TargetOpportunityClassID != null)
{
opportunity.CROpportunityClassID = cls.TargetOpportunityClassID;
}
if (lead.BAccountID != null)
{
opportunity.BAccountID = lead.BAccountID;
}
if (lead.ParentBAccountID != null)
{
opportunity.ParentBAccountID = lead.ParentBAccountID;
}
if (lead.CampaignID != null)
{
opportunity.CampaignSourceID = lead.CampaignID;
}
opportunity.ContactID = lead.ContactID;
opportunity.ConvertedLeadID = lead.ContactID;
opportunity.OpportunityName = string.IsNullOrEmpty(lead.FullName) ? lead.DisplayName : lead.FullName;
opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Update(opportunity);
ContactMaint contactGraph = CreateInstance <ContactMaint>();
lead.ContactType = ContactTypesAttribute.Person;
lead.QualificationDate = PXTimeZoneInfo.Now;
lead.ConvertedBy = Accessinfo.UserID;
lead = contactGraph.Contact.Update(lead);
opportunityMaint.Opportunity.Search <CROpportunity.opportunityID>(opportunity.OpportunityID);
lead = opportunityMaint.Leads.Update(lead);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(opportunityMaint);
PXNoteAttribute.CopyNoteAndFiles(opportunityMaint.Leads.Cache, lead, opportunityMaint.OpportunityCurrent.Cache, opportunity, setup);
throw new PXRedirectRequiredException(opportunityMaint, "Opportunity", true);
});
}
return(contacts);
}
protected override CROpportunity CreateMaster(OpportunityMaint graph, OpportunityConversionOptions options)
{
var filter = OpportunityInfo.Current;
var document = Documents.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
var opp = graph.Opportunity.Insert(new CROpportunity
{
Subject = filter.Subject,
CloseDate = filter.CloseDate,
ClassID = filter.OpportunityClass,
LeadID = document.NoteID,
Source = document.Source,
CampaignSourceID = document.CampaignID,
});
opp.ContactID = document.RefContactID;
opp.BAccountID = document.BAccountID;
if (graph.OpportunityClass.SelectSingle()?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
opp.OwnerID = document.OwnerID;
opp.WorkgroupID = document.WorkgroupID;
}
opp = graph.Opportunity.Update(opp);
// should be after contact and baccount changes
if (options?.ForceOverrideContact is bool foc && foc)
{
graph.Opportunity.Cache.SetValueExt <CROpportunity.allowOverrideContactAddress>(opp, true);
}
if (opp.AllowOverrideContactAddress == true)
{
var address = graph.Opportunity_Address.SelectSingle();
MapAddress(docAddress, address);
graph.Opportunity_Address.Update(address);
var contact = graph.Opportunity_Contact.SelectSingle();
MapContact(docContact, contact);
MapConsentable(docContact, contact);
graph.Opportunity_Contact.Update(contact);
var shipAddress = graph.Shipping_Address.SelectSingle();
MapAddress(docAddress, shipAddress);
graph.Shipping_Address.Update(shipAddress);
var shipContact = graph.Shipping_Contact.SelectSingle();
MapContact(docContact, shipContact);
MapConsentable(docContact, shipContact);
graph.Shipping_Contact.Update(shipContact);
}
FillAttributes(graph.Answers, opp);
FillRelations(graph.Relations, opp);
return(opp);
}
protected static void ApplyAvalaraTax(OpportunityMaint rg, CROpportunity order, GetTaxResult result)
{
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
TaxZone taxZone = (TaxZone)PXSetup <TaxZone, Where <TaxZone.taxZoneID, Equal <Required <CROpportunity.taxZoneID> > > > .Select(rg, order.TaxZoneID);
AP.Vendor vendor = PXSelect <AP.Vendor, Where <AP.Vendor.bAccountID, Equal <Required <AP.Vendor.bAccountID> > > > .Select(rg, taxZone.TaxVendorID);
if (vendor == null)
{
throw new PXException(Messages.ExternalTaxVendorNotFound);
}
//Clear all existing Tax transactions:
foreach (PXResult <CRTaxTran, Tax> res in rg.Taxes.View.SelectMultiBound(new object[] { order }))
{
CRTaxTran taxTran = (CRTaxTran)res;
rg.Taxes.Delete(taxTran);
}
rg.Views.Caches.Add(typeof(Tax));
for (int i = 0; i < result.TaxSummary.Count; i++)
{
string taxID = AvalaraMaint.GetTaxID(result.TaxSummary[i]);
//Insert Tax if not exists - just for the selectors sake
Tax tx = PXSelect <Tax, Where <Tax.taxID, Equal <Required <Tax.taxID> > > > .Select(rg, taxID);
if (tx == null)
{
tx = new Tax();
tx.TaxID = taxID;
//tx.Descr = string.Format("Avalara {0} {1}%", taxID, Convert.ToDecimal(result.TaxSummary[i].Rate)*100);
tx.Descr = PXMessages.LocalizeFormatNoPrefixNLA(TX.Messages.AvalaraTaxId, taxID);
tx.TaxType = CSTaxType.Sales;
tx.TaxCalcType = CSTaxCalcType.Doc;
tx.TaxCalcLevel = avalaraSetup.IsInclusiveTax == true ? CSTaxCalcLevel.Inclusive : CSTaxCalcLevel.CalcOnItemAmt;
tx.TaxApplyTermsDisc = CSTaxTermsDiscount.ToTaxableAmount;
tx.SalesTaxAcctID = vendor.SalesTaxAcctID;
tx.SalesTaxSubID = vendor.SalesTaxSubID;
tx.ExpenseAccountID = vendor.TaxExpenseAcctID;
tx.ExpenseSubID = vendor.TaxExpenseSubID;
tx.TaxVendorID = taxZone.TaxVendorID;
tx.IsExternal = true;
rg.Caches[typeof(Tax)].Insert(tx);
}
CRTaxTran tax = new CRTaxTran();
tax.OpportunityID = order.OpportunityID;
tax.TaxID = taxID;
tax.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate) * 100;
rg.Taxes.Insert(tax);
}
rg.Opportunity.SetValueExt <CROpportunity.curyTaxTotal>(order, Math.Abs(result.TotalTax));
try
{
rg.SkipAvalaraTaxProcessing = true;
rg.Save.Press();
}
finally
{
rg.SkipAvalaraTaxProcessing = false;
}
}
protected static GetTaxRequest BuildGetTaxRequest(OpportunityMaint rg, CROpportunity order)
{
if (order == null)
{
throw new PXArgumentException(ErrorMessages.ArgumentNullException);
}
BAccount cust = (BAccount)PXSelect <BAccount,
Where <BAccount.bAccountID, Equal <Required <BAccount.bAccountID> > > > .
Select(rg, order.BAccountID);
Location loc = (Location)PXSelect <Location,
Where <Location.bAccountID, Equal <Required <Location.bAccountID> >, And <Location.locationID, Equal <Required <Location.locationID> > > > > .
Select(rg, order.BAccountID, order.LocationID);
IAddressBase addressFrom = GetFromAddress(rg);
IAddressBase addressTo = GetToAddress(rg, order);
if (addressFrom == null)
{
throw new PXException(Messages.FailedGetFromAddressSO);
}
if (addressTo == null)
{
throw new PXException(Messages.FailedGetToAddressSO);
}
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = AvalaraMaint.CompanyCodeFromBranch(rg, rg.Accessinfo.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AvalaraMaint.FromAddress(addressFrom);
request.DestinationAddress = AvalaraMaint.FromAddress(addressTo);
request.DetailLevel = DetailLevel.Summary;
request.DocCode = string.Format("CR.{0}", order.OpportunityID);
request.DocDate = order.CloseDate.GetValueOrDefault();
int mult = 1;
if (!string.IsNullOrEmpty(loc.CAvalaraCustomerUsageType))
{
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = DocumentType.SalesOrder;
PXSelectBase <CROpportunityProducts> select = new PXSelectJoin <CROpportunityProducts,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <CROpportunityProducts.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <CROpportunityProducts.cROpportunityID, Equal <Current <CROpportunity.opportunityID> > >,
OrderBy <Asc <CROpportunityProducts.cROpportunityProductID> > >(rg);
foreach (PXResult <CROpportunityProducts, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
CROpportunityProducts tran = (CROpportunityProducts)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
Line line = new Line();
line.No = Convert.ToString(tran.CROpportunityProductID);
line.Amount = mult * tran.CuryAmount.GetValueOrDefault();
line.Description = tran.TransactionDescription;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Qty = Math.Abs(Convert.ToDouble(tran.Qty.GetValueOrDefault()));
line.Discounted = request.Discount > 0;
line.TaxIncluded = avalaraSetup.IsInclusiveTax == true;
if (avalaraSetup != null && avalaraSetup.SendRevenueAccount == true)
{
line.RevAcct = salesAccount.AccountCD;
}
line.TaxCode = tran.TaxCategoryID;
request.Lines.Add(line);
}
return(request);
}
protected static void ApplyAvalaraTax(OpportunityMaint rg, CROpportunity order, GetTaxResult result)
{
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
TaxZone taxZone = (TaxZone)PXSetup <TaxZone, Where <TaxZone.taxZoneID, Equal <Required <CROpportunity.taxZoneID> > > > .Select(rg, order.TaxZoneID);
AP.Vendor vendor = PXSelect <AP.Vendor, Where <AP.Vendor.bAccountID, Equal <Required <AP.Vendor.bAccountID> > > > .Select(rg, taxZone.TaxVendorID);
if (vendor == null)
{
throw new PXException("Tax Vendor is required but not found for the External TaxZone.");
}
Dictionary <string, CRTaxTran> existingRows = new Dictionary <string, CRTaxTran>();
foreach (PXResult <CRTaxTran, Tax> res in rg.Taxes.View.SelectMultiBound(new object[] { order }))
{
CRTaxTran taxTran = (CRTaxTran)res;
existingRows.Add(taxTran.TaxID.Trim().ToUpperInvariant(), taxTran);
}
rg.Views.Caches.Add(typeof(Tax));
for (int i = 0; i < result.TaxSummary.Count; i++)
{
string taxID = result.TaxSummary[i].TaxName.ToUpperInvariant();
//Insert Tax if not exists - just for the selectors sake
Tax tx = PXSelect <Tax, Where <Tax.taxID, Equal <Required <Tax.taxID> > > > .Select(rg, taxID);
if (tx == null)
{
tx = new Tax();
tx.TaxID = taxID;
//tx.Descr = string.Format("Avalara {0} {1}%", taxID, Convert.ToDecimal(result.TaxSummary[i].Rate)*100);
tx.Descr = string.Format("Avalara {0}", taxID);
tx.TaxType = CSTaxType.Sales;
tx.TaxCalcType = CSTaxCalcType.Doc;
tx.TaxCalcLevel = avalaraSetup.IsInclusiveTax == true ? CSTaxCalcLevel.Inclusive : CSTaxCalcLevel.CalcOnItemAmt;
tx.TaxApplyTermsDisc = CSTaxTermsDiscount.ToTaxableAmount;
tx.SalesTaxAcctID = vendor.SalesTaxAcctID;
tx.SalesTaxSubID = vendor.SalesTaxSubID;
tx.ExpenseAccountID = vendor.TaxExpenseAcctID;
tx.ExpenseSubID = vendor.TaxExpenseSubID;
tx.TaxVendorID = taxZone.TaxVendorID;
rg.Caches[typeof(Tax)].Insert(tx);
}
CRTaxTran existing = null;
existingRows.TryGetValue(taxID, out existing);
if (existing != null)
{
existing.TaxAmt = Math.Abs(result.TaxSummary[i].Tax);
existing.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
existing.TaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
existing.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
existing.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate);
rg.Taxes.Update(existing);
existingRows.Remove(existing.TaxID.Trim().ToUpperInvariant());
}
else
{
CRTaxTran tax = new CRTaxTran();
tax.OpportunityID = order.OpportunityID;
tax.TaxID = taxID;
tax.TaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.TaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate);
rg.Taxes.Insert(tax);
}
}
foreach (CRTaxTran taxTran in existingRows.Values)
{
rg.Taxes.Delete(taxTran);
}
rg.Opportunity.SetValueExt <CROpportunity.curyTaxTotal>(order, Math.Abs(result.TotalTax));
try
{
rg.SkipAvalaraTaxProcessing = true;
rg.Save.Press();
}
finally
{
rg.SkipAvalaraTaxProcessing = false;
}
}
