private void LoadIncomeAccounts()
{
Task.Run(() => {
try
{
var qbService = new QuickbooksService(Settings.Default.CompanyFile);
var incomeAccounts = qbService.GetIncomeAccounts();
if (incomeAccounts != null)
{
IncomeAccounts = incomeAccounts.Select(x => x.FullName.Replace("Insurance Income:", "") + " (" + x.FullName + ")").ToList();
}
Task.Run(() =>
{
ClaimChecks.Dispatcher.Invoke(() =>
{
ClaimChecks.ItemsSource = claims;
ClaimChecks.Items.Refresh();
});
});
}
catch (Exception ex)
{
var st = new StackTrace(ex, true);
var frame = st.GetFrame(0);
var line = frame.GetFileLineNumber();
}
});
}
private void NewCommission_Click(object sender, RoutedEventArgs e)
{
var qbService = new QuickbooksService();
qbService.GetClients();
var qbc = new QuickbooksClient("Transubro Commissions");
//var items = qbc.SearchItems<Claim>("ACE", new DateTime(2019, 10, 14), new DateTime(2019, 12, 15));
//var vendors = qbService.GetClients();
//var salesPeople = qbc.GetVendorsByType ("Salesperson");
//var deposit = qbc.DepositCheck ();
var payrollItems = qbc.GetActivePayrollItemsWage();
var employee = qbc.SearchEmployeesByName("{salesperson}");
var deposits = qbc.GetDepositsByDateRange(new DateTime(2019, 10, 20), new DateTime(2019, 12, 21));
var insuranceCompanies = qbService.GetInsuranceCompanies();
//qbc.AddItems(new List<object>()
//{
// new Claim() { CheckAmount = 55.52m, Description = "This is a test, man", FileNumber = "MXT-12354-3333" },
// new Claim() { CheckAmount = 155.11m, Description = "Another Item Here", FileNumber = "ACE-115522-1234" },
// new Claim() { CheckAmount = 229.00m, Description = "I have a claim for you", FileNumber = "PT-042219" }
//});
// qbc.AddPurchaseOrder();
commissions.Add(new SalesCommission());
CommissionsList.Items.Refresh();
}
private void LoadInsuranceAccounts()
{
Task.Run(() => {
try
{
var qbService = new QuickbooksService(Settings.Default.CompanyFile);
InsuranceCompanies = qbService.GetInsuranceCompanies();
Task.Run(() =>
{
ClaimChecks.Dispatcher.Invoke(() =>
{
ClaimChecks.ItemsSource = claims;
ClaimChecks.Items.Refresh();
});
});
}
catch (Exception ex)
{
var st = new StackTrace(ex, true);
//Get the top stack frame
var frame = st.GetFrame(0);
// Get the line number from the stack frame
var line = frame.GetFileLineNumber();
this.Dispatcher.Invoke(() =>
{
MessageBox.Show("There was an error when trying to retrieve insurance companies: " + ex.Message + " - " + ex.TargetSite + " - line# " + line,
"Quickbooks Error",
MessageBoxButton.OK,
MessageBoxImage.Error);
});
}
});
}
public NewClientScreen()
{
InitializeComponent();
var employees = new QuickbooksService(Settings.Default.CompanyFile).SearchEmployees("{salesperson}");
SalesPersons = employees.ConvertAll(x => new SalesPerson()
{
Id = x.ListID,
Name = x.Name
});
CommissionsList.ItemsSource = commissions;
this.DataContext = this;
}
public ClientList( )
{
InitializeComponent();
this.DataContext = this;
this.Loaded += delegate
{
allClients = new QuickbooksService(Settings.Default.CompanyFile).GetClients();
DataGridCollection = CollectionViewSource.GetDefaultView(allClients);
DataGridCollection.Filter = new Predicate <object>(Filter);
ClientsList.ItemsSource = DataGridCollection;
};
}
public AddClaims()
{
InitializeComponent();
var qbService = new QuickbooksService();
InsuranceCompanies = qbService.GetInsuranceCompanies();
this.DataContext = this;
this.Loaded += delegate
{
//clientDropdown.ItemsSource = clients.GetAllClients();
ClaimChecks.ItemsSource = claims;
};
}
private void CheckSubmit_Click(object sender, RoutedEventArgs e)
{
bool isValid = true;
int claimCount = claims.Count;
List <CheckDeposit> emptyClaims = new List <CheckDeposit>();
foreach (var claim in claims)
{
if (
String.IsNullOrWhiteSpace(claim.FileNumber) &&
String.IsNullOrWhiteSpace(claim.From) &&
String.IsNullOrWhiteSpace(claim.LossOfUseDescription) &&
String.IsNullOrWhiteSpace(claim.PropertyDamageDescription) &&
String.IsNullOrWhiteSpace(claim.Memo) &&
String.IsNullOrWhiteSpace(claim.CheckNumber) &&
claim.CheckAmount == 0)
{
emptyClaims.Add(claim);
continue;
}
if (
String.IsNullOrWhiteSpace(claim.FileNumber) ||
String.IsNullOrWhiteSpace(claim.From) ||
(String.IsNullOrWhiteSpace(claim.LossOfUseDescription) && String.IsNullOrWhiteSpace(claim.PropertyDamageDescription)) ||
String.IsNullOrWhiteSpace(claim.Memo) ||
String.IsNullOrWhiteSpace(claim.CheckNumber) ||
claim.CheckAmount == 0)
{
isValid = false;
break;
}
}
List <CheckDeposit> validClaims = claims.Where(x => !emptyClaims.Contains(x)).ToList();
if (validClaims.Count == 0 || !isValid)
{
MessageBoxResult result = MessageBox.Show("Please fill out all of the fields before submitting",
"Incomplete Deposits",
MessageBoxButton.OK,
MessageBoxImage.Warning);
}
else
{
int numberAdded = validClaims.Count;
bool processClaimsSucceeded = new QuickbooksService().ProcessCheckDeposits(claims);
if (processClaimsSucceeded)
{
claims.Clear();
claims.Add(new CheckDeposit());
ClaimChecks.Items.Refresh();
string message = numberAdded + " claims were successfully added to Quickbooks.";
if (numberAdded == 1)
{
message = numberAdded + " claim was successfully added to Quickbooks.";
}
MessageBoxResult result = MessageBox.Show(message,
"Success",
MessageBoxButton.OK,
MessageBoxImage.Information);
}
else
{
MessageBoxResult result = MessageBox.Show("Something went wrong.",
"Oops",
MessageBoxButton.OK,
MessageBoxImage.Information);
}
}
}
private void ProcessInvoices(DateTime?startDate, DateTime?endDate)
{
//Get all deposits in date range
//Get all items that match the file numbers in the deposits
//Get all of the clients based on the items
//Get all of the salespeople for the clients
if (startDate.HasValue && endDate.HasValue)
{
var qbc = new QuickbooksClient(QuickbooksService.AppName);
var qb = new QuickbooksService();
UpdateStatus("Getting deposits from between dates");
List <QuickbooksDeposit> deposits = qb.GetDepositsByDateRange(startDate.Value, endDate.Value);
Dictionary <string, List <QuickbooksDeposit> > depositsByClient = deposits
.GroupBy(x =>
x.Memo.Substring(0, x.Memo.IndexOf("-"))
)
.ToDictionary(x => x.Key, x => x.ToList());
UpdateStatus("Gathering clients");
List <string> clientNames = deposits.Select(x => x.Memo.Substring(0, x.Memo.IndexOf("-"))).Distinct().ToList();
Dictionary <string, Client> clients = qb.GetClients().Where(x => clientNames.Contains(x.Name)).ToDictionary(x => x.Name, x => x);
List <string> fileNumbers = deposits.Select(x => x.Memo.Substring(0, x.Memo.IndexOf(" "))).Distinct().ToList();
UpdateStatus("Retrieving items to create invoice lines");
List <Claim> claims = qb.SearchClaims(fileNumbers, startDate.Value, endDate.Value);
Dictionary <string, List <Claim> > claimsByClient = claims
.GroupBy(x =>
x.FileNumber.Substring(0, x.FileNumber.IndexOf("-"))
)
.ToDictionary(x => x.Key, x => x.ToList());
UpdateStatus("Retrieving salesperson commission list");
List <Employee> salespersons = qbc.SearchEmployeesByName("{salesperson}");
Dictionary <string, PayrollWageItem> commissionItems = qb.GetActivePayrollItemsWage().Where(x => x.WageType == "Commission").ToDictionary(x => x.Name, x => x);
UpdateStatus("Building client invoices");
foreach (var client in clients)
{
if (!claimsByClient.ContainsKey(client.Key))
{
UpdateStatus("No deposits were found for " + client.Key);
continue;
}
else
{
UpdateStatus("_______________________________________________________________________");
UpdateStatus("Building invoice for " + client.Key + "");
}
var invoice = new ClientInvoice()
{
Client = client.Key,
Claims = claimsByClient[client.Key]
};
UpdateStatus("");
UpdateStatus("Invoice Lines");
int line = 1;
decimal invoiceTotal = 0;
decimal clientDueTotal = 0;
foreach (var claim in invoice.Claims)
{
decimal clientPercent = GetClientPercentForCheck(claim.FileNumber, client.Value);
decimal dueClient = clientPercent * claim.CheckAmount;
UpdateStatus(line + ". " + claim.FileNumber + "....." + claim.Description + "....." + claim.CheckAmount.ToString("c") + "....." + dueClient.ToString("c") + " Due Client");
clientDueTotal += dueClient;
invoiceTotal += claim.CheckAmount;
line++;
}
string items = invoice.Claims.Count > 1 ? "items" : "item";
UpdateStatus("Total: " + invoiceTotal.ToString("c"));
UpdateStatus("Client Due: " + clientDueTotal.ToString("c"));
UpdateStatus("Invoice complete");
//Build client invoice
}
UpdateStatus("Client invoices complete.");
UpdateStatus("Building salesperson invoices");
foreach (var salesperson in salespersons)
{
int line = 1;
UpdateStatus("Building commission invoice for " + salesperson.Name);
decimal invoiceTotal = 0;
decimal salesDueTotal = 0;
foreach (var commission in salesperson.Earnings)
{
if (claimsByClient.ContainsKey(commission.FullName))
{
var clientClaims = claimsByClient[commission.FullName];
foreach (var clientClaim in clientClaims)
{
decimal companyPercent = GetCompanyPercentForCheck(clientClaim.FileNumber, clients[commission.FullName]);
decimal companyAmount = companyPercent * clientClaim.CheckAmount;
decimal salesPersonDue = (commission.Amount / 100) * companyAmount;
UpdateStatus(line + ". " + clientClaim.FileNumber + "....." + clientClaim.Description + "....." + clientClaim.CheckAmount.ToString("c") + "....." + salesPersonDue.ToString("c") + " Commission Due");
salesDueTotal += salesPersonDue;
invoiceTotal += clientClaim.CheckAmount;
line++;
}
}
}
}
}
}
private void ProcessInvoices(DateTime?startDate, DateTime?endDate)
{
invoices.Dispatcher.Invoke(() =>
{
invoices.Children.Clear();
});
ResetStatus();
if (startDate.HasValue && endDate.HasValue)
{
var qbc = new QuickbooksClient(Settings.Default.CompanyFile, QuickbooksService.AppName);
var qb = new QuickbooksService(Settings.Default.CompanyFile);
UpdateStatus("Gathering deposits for " + startDate.Value.ToString("MM/dd/yy") + " to " + endDate.Value.ToString("MM/dd/yy"), UpdateType.Alert);
List <QuickbooksDeposit> deposits = qb.GetDepositsByDateRange(startDate.Value, endDate.Value);
List <DepositLine> checks = deposits.SelectMany(x => x.Lines).ToList();
var checksByClient = GetChecksByClient(checks);
if (checksByClient.Any(x => x.Key == "NO MEMO"))
{
var noMemoChecks = checksByClient["NO MEMO"];
var noMemoLine = String.Join(Environment.NewLine, noMemoChecks.Select(x => x.DepositDate + " Check#" + x.CheckNumber));
ShowWarning("The following cheks were missing a required Memo Line:" + noMemoLine + Environment.NewLine + " The memo should be formatted CLIENT-DATE TYPE (e.g. TRM-042419 LOU, TR-NV-042419-12345 LOU)");
}
if (checksByClient.Any(x => x.Key == "BADLY FORMATTED MEMO"))
{
var badMemoChecks = checksByClient["BADLY FORMATTED MEMO"];
var badMemoLine = String.Join(Environment.NewLine, badMemoChecks.Select(x => x.DepositDate + " Check#" + x.CheckNumber + " Memo: " + x.Memo));
ShowWarning("The following checks had a badly formatted memo: " + badMemoLine + Environment.NewLine + " The memo should be formatted CLIENT-DATE TYPE (e.g. TRM-042419 LOU, TR-NV-042419-12345 LOU)");
}
UpdateStatus("Gathering clients", UpdateType.Alert);
List <string> clientNames = checksByClient.Keys.Distinct().ToList();
Dictionary <string, Client> clients = qb.GetClients().Where(x => clientNames.Contains(x.Name)).ToDictionary(x => x.Name, x => x);
List <string> fileNumbers = checks.Select(x =>
GetFilenumberFromLineItem(x.Memo)
)
.Distinct()
.ToList();
UpdateStatus("Retrieving items to create invoice lines", UpdateType.Alert);
List <Claim> claims = qb.SearchClaims(fileNumbers, startDate.Value, endDate.Value);
Dictionary <string, List <Claim> > claimsByClient = GetClaimsByClient(claims);
if (claimsByClient.Any(x => x.Key == "NO FILENUMBER"))
{
var badClaims = claimsByClient["NO FILENUMBER"];
var badClaimsLine = String.Join(Environment.NewLine, badClaims.Select(
x => x.Description + " File#" + x.FileNumber + " Memo: " + x.Memo
));
ShowWarning("The following claim items had a badly formatted memo: " + badClaimsLine +
Environment.NewLine +
" The memo should be formatted CLIENT-DATE-TYPE (e.g. TRM-042419-LOU, TR-NV-042419-12345-LOU)");
}
foreach (var claimItem in claims)
{
if (claimItem.CheckAmount == 0)
{
var filenumber = claimItem.FileNumber.ToLower();
var matchingDeposit = checks.FirstOrDefault(x => x.Memo.ToLower().Contains(filenumber) || filenumber.Contains(x.Memo.ToLower()));
if (matchingDeposit != null)
{
claimItem.CheckAmount = matchingDeposit.Amount;
}
else
{
Console.WriteLine("Missing");
}
}
}
UpdateStatus("Retrieving salesperson commission list", UpdateType.Alert);
List <Employee> salespersons = qbc.SearchEmployeesByName("{salesperson}");
Dictionary <string, PayrollWageItem> commissionItems = qb.GetActivePayrollItemsWage().Where(x => x.WageType == "Commission").ToDictionary(x => x.Name, x => x);
UpdateStatus("Building client invoices", UpdateType.Alert);
foreach (var client in clients)
{
DataGrid datagrid = null;
var invoiceLines = new List <InvoiceLine>();
if (!claimsByClient.ContainsKey(client.Key))
{
UpdateStatus("No deposits were found for " + client.Key, UpdateType.Alert);
continue;
}
else
{
UpdateStatus("Client Invoice for " + client.Key + "", UpdateType.Title);
}
invoices.Dispatcher.Invoke(() => {
datagrid = GetInvoiceGrid("Client");
datagrid.Name = client.Key.Replace("-", "") + "GridClientInvoices";
invoices.Children.Add(datagrid);
datagrid.ItemsSource = invoiceLines;
});
var invoice = new ClientInvoice()
{
Client = client.Key,
Claims = claimsByClient[client.Key],
Checks = checksByClient[client.Key]
};
int line = 1;
decimal invoiceTotal = 0;
decimal clientDueTotal = 0;
foreach (var check in invoice.Checks)
{
var claim = invoice.Claims.FirstOrDefault(x => x.FileNumber == check.Memo);
decimal clientPercent = 0;
decimal dueClient = 0;
var filenumber = claim == null ? check.Memo : claim.FileNumber;
if (check.Amount < 0)
{
CultureInfo culture = CultureInfo.CreateSpecificCulture("en-US");
culture.NumberFormat.CurrencyNegativePattern = 1;
dueClient = check.Amount;
invoiceLines.Add(new InvoiceLine()
{
LineNumber = line.ToString(),
FileNumber = "Disbursements",
Description = claim?.Description,
CheckAmount = String.Format(culture, "{0:C}", dueClient),
AmountDue = String.Format(culture, "{0:C}", dueClient),
SplitRate = "",
CommissionRate = ""
});
}
else
{
clientPercent = GetClientPercentForCheck(filenumber, client.Value);
dueClient = clientPercent * check.Amount;
invoiceLines.Add(new InvoiceLine()
{
LineNumber = line.ToString(),
FileNumber = check.Memo,
Description = claim?.Description,
CheckAmount = check.Amount.ToString("c"),
AmountDue = dueClient.ToString("c"),
SplitRate = (clientPercent * 100).ToString("#.000"),
CommissionRate = ""
});
}
clientDueTotal += dueClient;
invoiceTotal += check.Amount;
line++;
}
string items = invoice.Claims.Count > 1 ? "items" : "item";
UpdateStatus("Storing invoice as purchase order...");
try
{
qb.AddClientInvoice(new Invoice()
{
ClientName = client.Key,
Lines = new List <InvoiceLine>(invoiceLines)
});
UpdateStatus($"Invoice for {client.Key} Successfully saved.");
}
catch (Exception ex)
{
UpdateStatus($"Saving invoice for {client.Key} failed due to error: {ex.Message}");
}
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "",
SplitRate = "",
CommissionRate = "",
AmountDue = ""
});
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "",
SplitRate = "",
CommissionRate = "Total Client Due",
AmountDue = clientDueTotal.ToString("c")
});
datagrid.Dispatcher.Invoke(() => {
datagrid.Items.Refresh();
});
UpdateStatus(" ");
}
UpdateStatus("Client invoices complete.", UpdateType.Alert);
UpdateStatus("Building salesperson invoices", UpdateType.Alert);
int salespersonCount = 0;
foreach (var salesperson in salespersons)
{
DataGrid datagrid = null;
var invoiceLines = new ObservableCollection <InvoiceLine>();
int line = 1;
decimal invoiceTotal = 0;
decimal salesDueTotal = 0;
foreach (var commission in salesperson.Earnings)
{
if (claimsByClient.ContainsKey(commission.FullName))
{
salespersonCount++;
UpdateStatus("Commission invoice for " + salesperson.Name, UpdateType.Title);
invoices.Dispatcher.Invoke(() =>
{
datagrid = GetInvoiceGrid("Salesperson");
datagrid.Name = salesperson.Name.Replace("-", "").Replace("{salesperson}", "").Replace(" ", "") + "SPClientInvoices";
invoices.Children.Add(datagrid);
datagrid.ItemsSource = invoiceLines;
});
var clientClaims = claimsByClient[commission.FullName];
foreach (var clientClaim in clientClaims)
{
if (clientClaim.CheckAmount < 0)
{
continue;
}
decimal companyPercent = GetCompanyPercentForCheck(clientClaim.FileNumber, clients[commission.FullName]);
decimal companyAmount = companyPercent * clientClaim.CheckAmount;
decimal salesPersonDue = (commission.Amount / 100) * companyAmount;
if (commission.AmountType == "Amount")
{
salesPersonDue = commission.Amount;
}
datagrid.Dispatcher.Invoke(() =>
{
invoiceLines.Add(new InvoiceLine()
{
LineNumber = line.ToString(),
FileNumber = clientClaim.FileNumber,
Description = clientClaim.Description,
CheckAmount = clientClaim.CheckAmount.ToString("c"),
SplitRate = (companyPercent * 100).ToString("#.000"),
CommissionRate = commission.Amount.ToString("#.000"),
AmountDue = salesPersonDue.ToString("c"),
CompanyAmount = companyPercent * clientClaim.CheckAmount,
IsFlatCommission = commission.AmountType == "Amount"
});
datagrid.Items.Refresh();
});
salesDueTotal += salesPersonDue;
invoiceTotal += clientClaim.CheckAmount;
line++;
}
}
}
if (invoiceLines.Count > 0)
{
qb.AddCommissionInvoice(new Invoice()
{
ClientName = salesperson.Name.Replace("{salesperson}", "").Trim() + " - COMMISSION",
Lines = new List <InvoiceLine>(invoiceLines)
});
datagrid.Dispatcher.Invoke(() =>
{
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "",
AmountDue = ""
});
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "Total Commissions",
AmountDue = salesDueTotal.ToString("c")
});
datagrid.Items.Refresh();
});
}
}
UpdateStatus(" ", UpdateType.Text);
UpdateStatus(" ", UpdateType.Text);
UpdateStatus($"{clients.Count} client invoices created", UpdateType.Alert);
UpdateStatus($"{salespersonCount} commission invoices created", UpdateType.Alert);
UpdateStatus("Completed Successfully", UpdateType.Alert);
}
}
