private IEnumerable <ApproveInfo> GetEmployeesByFilter(Table item, EPRule rule, List <EPRuleBaseCondition> conditions)
{
Type resultViewType = typeof(Select5 <
EPEmployee,
LeftJoin <Address,
On <Address.addressID, Equal <EPEmployee.defAddressID> >,
LeftJoin <Contact,
On <Contact.contactID, Equal <EPEmployee.defContactID> >,
LeftJoin <EPCompanyTreeMember,
On <EPCompanyTreeMember.userID, Equal <EPEmployee.userID> > > > >,
Aggregate <GroupBy <EPEmployee.bAccountID> > >);
PXView itemView = new PXView(this, false, BqlCommand.CreateInstance(resultViewType));
PXFilterRow[] filters = GenerateFilters(item, conditions).ToArray <PXFilterRow>();
int startRow = 0;
int totalRows = 0;
using (new PXFieldScope(itemView))
{
IEnumerable <PXResult <EPEmployee, Address, Contact, EPCompanyTreeMember> > resultset = itemView
.Select(null, null, null, null, null, filters, ref startRow, 0, ref totalRows)
.Select(_ => (PXResult <EPEmployee, Address, Contact, EPCompanyTreeMember>)_);
foreach (PXResult <EPEmployee, Address, Contact, EPCompanyTreeMember> res in resultset)
{
EPEmployee employee = res;
EPCompanyTreeMember treeMember = res;
yield return(new ApproveInfo()
{
OwnerID = employee.UserID,
WorkgroupID = rule.WorkgroupID,
RuleID = rule.RuleID,
StepID = rule.StepID,
WaitTime = rule.WaitTime
});
}
}
}
protected virtual void _(Events.RowUpdated <EPActivityApprove> e)
{
if (e.Row.Date.GetValueOrDefault() != e.OldRow.Date.GetValueOrDefault() ||
e.Row.EarningTypeID != e.OldRow.EarningTypeID ||
e.Row.ProjectID.GetValueOrDefault() != e.OldRow.ProjectID.GetValueOrDefault() ||
e.Row.ProjectTaskID.GetValueOrDefault() != e.OldRow.ProjectTaskID.GetValueOrDefault() ||
e.Row.CostCodeID != e.OldRow.CostCodeID ||
e.Row.UnionID != e.OldRow.UnionID ||
e.Row.LabourItemID != e.OldRow.LabourItemID ||
e.Row.CertifiedJob.GetValueOrDefault() != e.OldRow.CertifiedJob.GetValueOrDefault() ||
e.Row.OwnerID.GetValueOrDefault() != e.OldRow.OwnerID.GetValueOrDefault())
{
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.userID, Equal <Required <EPEmployee.userID> > > > .Select(this, e.Row.OwnerID);
if (employee != null)
{
var cost = CostEngine.CalculateEmployeeCost(null, e.Row.EarningTypeID, e.Row.LabourItemID, e.Row.ProjectID, e.Row.ProjectTaskID, e.Row.CertifiedJob, e.Row.UnionID, employee.BAccountID, e.Row.Date.Value);
e.Row.EmployeeRate = cost?.Rate;
}
}
}
private bool IsEmployeeInWorkgroup(EPEmployee employee, EPAssignmentRule rule)
{
PXFilterRow filter = new PXFilterRow(
typeof(EPCompanyTree.description).Name,
(PXCondition)rule.Condition.Value,
rule.FieldValue,
null);
PXSelectBase <EPCompanyTree> select = new PXSelectJoin <EPCompanyTree,
InnerJoin <EPCompanyTreeMember, On <EPCompanyTree.workGroupID, Equal <EPCompanyTreeMember.workGroupID> > >,
Where <EPCompanyTreeMember.userID, Equal <Required <EPCompanyTreeMember.userID> >,
And <EPCompanyTreeMember.active, Equal <True> > > >(this);
int startRow = 0;
int totalRows = 0;
List <object> result =
select.View.Select(null, new object[] { employee.UserID }, null, null, null, new PXFilterRow[] { filter }, ref startRow, 1, ref totalRows);
//select.SelectSingle(employee.UserID, workgroupID);
return(result.Count > 0);
}
public virtual int?GetLaborClass(PMTimeActivity activity, EPEmployee employee, CRCase refCase)
{
if (employee == null)
{
throw new ArgumentNullException("employee", Messages.EmptyEmployeeID);
}
int?laborClassID = null;
if (refCase != null)
{
CRCaseClass caseClass = (CRCaseClass)PXSelectorAttribute.Select <CRCase.caseClassID>(graph.Caches[typeof(CRCase)], refCase);
if (caseClass.PerItemBilling == BillingTypeListAttribute.PerActivity)
{
laborClassID = CRCaseClassLaborMatrix.GetLaborClassID(graph, caseClass.CaseClassID, activity.EarningTypeID);
}
}
if (laborClassID == null && activity.LabourItemID != null)
{
laborClassID = activity.LabourItemID;
}
if (laborClassID == null && activity.ProjectID != null && employee.BAccountID != null)
{
laborClassID = EPContractRate.GetProjectLaborClassID(graph, (int)activity.ProjectID, (int)employee.BAccountID, activity.EarningTypeID);
}
if (laborClassID == null)
{
laborClassID = EPEmployeeClassLaborMatrix.GetLaborClassID(graph, employee.BAccountID, activity.EarningTypeID);
}
if (laborClassID == null)
{
laborClassID = employee.LabourItemID;
}
return(laborClassID);
}
protected virtual void EPExpenseClaimDetails_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e)
{
EPExpenseClaimDetails row = e.Row as EPExpenseClaimDetails;
EPExpenseClaimDetails oldRow = e.OldRow as EPExpenseClaimDetails;
if (row == null || oldRow == null)
{
return;
}
if (row.RefNbr != oldRow.RefNbr || row.TaxCategoryID != oldRow.TaxCategoryID || row.TaxCalcMode != oldRow.TaxCalcMode || row.TaxZoneID != oldRow.TaxZoneID)
{
EPClaimReceiptController.DeleteLegacyTaxRows(this, row.RefNbr);
}
if (e.ExternalCall && !this.IsMobile)
{
if (row.TaxZoneID != oldRow.TaxZoneID && !string.IsNullOrEmpty(row.TaxZoneID))
{
EPEmployee employee = Employee.Select();
string taxZoneID = employee.ReceiptAndClaimTaxZoneID;
if (string.IsNullOrEmpty(taxZoneID))
{
Location location = PXSelect <Location,
Where <Location.locationID, Equal <Required <EPEmployee.defLocationID> > > > .Select(this, employee.DefLocationID);
taxZoneID = location?.VTaxZoneID;
}
if (row.TaxZoneID != taxZoneID)
{
Employee.Current = employee;
TaxZoneUpdateAskView.View.AskExt();
}
}
}
}
protected virtual void EPExpenseClaimDetails_SalesSubID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)
{
if (((EPExpenseClaimDetails)e.Row).SalesAccountID != null)
{
object value = null;
if (((EPExpenseClaimDetails)e.Row).Billable == true)
{
InventoryItem item = (InventoryItem)PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(this, ((EPExpenseClaimDetails)e.Row).InventoryID);
Location companyloc =
(Location)PXSelectJoin <Location, InnerJoin <BAccountR, On <Location.bAccountID, Equal <BAccountR.bAccountID>, And <Location.locationID, Equal <BAccountR.defLocationID> > >, InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >, Where <GL.Branch.branchID, Equal <Current <EPExpenseClaimDetails.branchID> > > > .Select(this);
Contract contract = PXSelect <Contract, Where <Contract.contractID, Equal <Required <Contract.contractID> > > > .Select(this, ((EPExpenseClaimDetails)e.Row).ContractID);
PMTask task = PXSelect <PMTask, Where <PMTask.projectID, Equal <Required <PMTask.projectID> >, And <PMTask.taskID, Equal <Required <PMTask.taskID> > > > > .Select(this, ((EPExpenseClaimDetails)e.Row).ContractID, ((EPExpenseClaimDetails)e.Row).TaskID);
Location customerLocation = (Location)PXSelectorAttribute.Select <EPExpenseClaimDetails.customerLocationID>(sender, e.Row);
EPEmployee employee = (EPEmployee)PXSelect <EPEmployee> .Search <EPEmployee.bAccountID>(this, e.Row != null?((EPExpenseClaimDetails)e.Row).EmployeeID : null);
int?employee_SubID = (int?)Caches[typeof(EPEmployee)].GetValue <EPEmployee.salesSubID>(employee);
int?item_SubID = (int?)Caches[typeof(InventoryItem)].GetValue <InventoryItem.salesSubID>(item);
int?company_SubID = (int?)Caches[typeof(Location)].GetValue <Location.cMPSalesSubID>(companyloc);
int?project_SubID = (int?)Caches[typeof(Contract)].GetValue <Contract.defaultSubID>(contract);
int?task_SubID = (int?)Caches[typeof(Location)].GetValue <PMTask.defaultSubID>(task);
int?location_SubID = (int?)Caches[typeof(Location)].GetValue <Location.cSalesSubID>(customerLocation);
value = SubAccountMaskAttribute.MakeSub <EPSetup.salesSubMask>(this, epsetup.Current.SalesSubMask,
new object[] { employee_SubID, item_SubID, company_SubID, project_SubID, task_SubID, location_SubID },
new Type[] { typeof(EPEmployee.salesSubID), typeof(InventoryItem.salesSubID), typeof(Location.cMPSalesSubID), typeof(Contract.defaultSubID), typeof(PMTask.defaultSubID), typeof(Location.cSalesSubID) });
}
sender.RaiseFieldUpdating <EPExpenseClaimDetails.salesSubID>(e.Row, ref value);
e.NewValue = (int?)value;
e.Cancel = true;
}
}
public virtual int?GetLaborClass(CR.EPActivity activity)
{
int?laborClassID = null;
CR.CRCase refCase = PXSelect <CR.CRCase, Where <CR.CRCase.noteID, Equal <Required <CR.EPActivity.refNoteID> > > > .Select(graph, activity.RefNoteID);
if (refCase != null)
{
CR.CRCaseClass caseClass = (CR.CRCaseClass)PXSelectorAttribute.Select <CR.CRCase.caseClassID>(graph.Caches[typeof(CR.CRCase)], refCase);
laborClassID = CR.CRCaseClassLaborMatrix.GetLaborClassID(graph, caseClass.CaseClassID, activity.EarningTypeID);
}
EPEmployee employee = PXSelect <EPEmployee> .Search <EPEmployee.userID>(graph, activity.Owner);
if (employee == null)
{
throw new Exception(Messages.EmptyEmployeeID);
}
if (laborClassID == null && activity.ProjectID != null && employee.BAccountID != null)
{
laborClassID = EPContractRate.GetProjectLaborClassID(graph, (int)activity.ProjectID, (int)employee.BAccountID, activity.EarningTypeID);
}
if (laborClassID == null)
{
laborClassID = EPEmployeeClassLaborMatrix.GetLaborClassID(graph, employee.BAccountID, activity.EarningTypeID);
}
if (laborClassID == null)
{
laborClassID = employee.LabourItemID;
}
return(laborClassID);
}
protected virtual void CurrencyInfo_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
CurrencyInfo info = e.Row as CurrencyInfo;
if (info != null && ClaimDetails.Current != null)
{
bool rateenabled = info.AllowUpdate(ClaimDetails.Cache) && ClaimDetails.Current.EmployeeID != null;
if (rateenabled)
{
CurrencyList curyList = (CurrencyList)PXSelectorAttribute.Select <CurrencyInfo.curyID>(cache, info);
if (curyList != null && curyList.IsFinancial == true)
{
EPEmployee employee = (EPEmployee)PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Current <EPExpenseClaimDetails.employeeID> > > > .SelectSingleBound(this, new object[] { ClaimDetails.Current });
rateenabled = employee != null && employee.AllowOverrideRate == true;
}
}
PXUIFieldAttribute.SetEnabled <CurrencyInfo.curyRateTypeID>(cache, info, rateenabled);
PXUIFieldAttribute.SetEnabled <CurrencyInfo.curyEffDate>(cache, info, rateenabled);
PXUIFieldAttribute.SetEnabled <CurrencyInfo.sampleCuryRate>(cache, info, rateenabled);
PXUIFieldAttribute.SetEnabled <CurrencyInfo.sampleRecipRate>(cache, info, rateenabled);
}
}
public static DateTime?GetNextActivityStartDate <Activity>(PXGraph graph, PXResultset <Activity> res, PMTimeActivity row, int?fromWeekId, int?tillWeekId, PXCache tempDataCache, Type tempDataField)
where Activity : PMTimeActivity, new()
{
DateTime?date;
if (fromWeekId != null || tillWeekId != null)
{
date = PXWeekSelector2Attribute.GetWeekStartDate(graph, (int)(fromWeekId ?? tillWeekId));
}
else
{
date = graph.Accessinfo.BusinessDate.GetValueOrDefault(DateTime.Now).Date;
}
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.userID, Equal <Required <EPEmployee.userID> > > > .Select(graph, row.OwnerID);
EPEmployeeClass employeeClass = PXSelect <EPEmployeeClass, Where <EPEmployeeClass.vendorClassID, Equal <Required <EPEmployee.vendorClassID> > > > .Select(graph, employee != null?employee.VendorClassID : null);
var calendarId = CRActivityMaint.GetCalendarID(graph, row);
if (employeeClass != null && EPEmployeeClass.defaultDateInActivity.LastDay == employeeClass.DefaultDateInActivity)
{
DateTime?val = tempDataCache.GetValue(tempDataCache.Current, tempDataField.Name) as DateTime?;
if (val != null)
{
int week = PXWeekSelector2Attribute.GetWeekID(graph, (DateTime)val);
if ((fromWeekId == null || week >= fromWeekId) && (tillWeekId == null || tillWeekId >= week))
{
date = val;
}
}
}
else
{
DateTime weekDate = (DateTime)date;
DateTime?newDate = null;
date = res != null && res.Count > 0 ? res.Max(_ => ((Activity)_).Date) : null ?? date;
for (int curentWeek = PXWeekSelector2Attribute.GetWeekID(graph, weekDate); tillWeekId == null || curentWeek <= tillWeekId; curentWeek = PXWeekSelector2Attribute.GetWeekID(graph, weekDate))
{
PXWeekSelector2Attribute.WeekInfo week1 = PXWeekSelector2Attribute.GetWeekInfo(graph,
PXWeekSelector2Attribute.GetWeekID(graph, weekDate));
foreach (KeyValuePair <DayOfWeek, PXWeekSelector2Attribute.DayInfo> pair in week1.Days.OrderBy(_ => _.Value.Date))
{
if (pair.Value.Date >= date &&
(CalendarHelper.IsWorkDay(graph, calendarId, (DateTime)pair.Value.Date) ||
string.IsNullOrEmpty(calendarId) && pair.Key != DayOfWeek.Saturday && pair.Key != DayOfWeek.Sunday))
{
newDate = (DateTime)pair.Value.Date;
break;
}
weekDate = weekDate.AddDays(1D);
}
if (newDate != null)
{
date = ((DateTime)newDate).Date;
break;
}
}
}
if (!string.IsNullOrEmpty(calendarId) && date != null)
{
DateTime startDate;
DateTime endDate;
CalendarHelper.CalculateStartEndTime(graph, calendarId, (DateTime)date, out startDate, out endDate);
date = startDate;
}
return(date);
}
public virtual List <APRegister> ReleaseClaimDetails
<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>
(ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable <EPExpenseClaimDetails> receipts, string receiptGroupPaidWithType)
where TGraph : PXGraph, new()
where TAPDocument : InvoiceBase, new()
where TInvoiceMapping : IBqlMapping
where TAPDocumentGraphExtension : PX.Objects.Common.GraphExtensions.Abstract.InvoiceBaseGraphExtension <TGraph, TAPDocument, TInvoiceMapping>
{
#region prepare required variable
var docgraph = PXGraph.CreateInstance <TGraph>();
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(docgraph);
TAPDocumentGraphExtension apDocumentGraphExtension = docgraph.FindImplementation <TAPDocumentGraphExtension>();
List <List <EPExpenseClaimDetails> > receiptsForDocument = new List <List <EPExpenseClaimDetails> >();
if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.PersonalAccount)
{
receiptsForDocument = receipts.GroupBy(item => new { item.TaxZoneID, item.TaxCalcMode })
.Select(group => group.ToList())
.ToList();
}
else if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardCompanyExpense)
{
if (epsetup.PostSummarizedCorpCardExpenseReceipts == true)
{
receiptsForDocument = receipts.GroupBy(item =>
new
{
item.TaxZoneID,
item.TaxCalcMode,
item.CorpCardID,
item.ExpenseDate,
item.ExpenseRefNbr
})
.Select(group => group.ToList())
.ToList();
}
else
{
receiptsForDocument = receipts.Select(receipt => receipt.SingleToList()).ToList();
}
}
else if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
receiptsForDocument = new List <List <EPExpenseClaimDetails> >()
{
receipts.ToList()
};
}
else
{
throw new NotImplementedException();
}
if (!receiptsForDocument.Any())
{
receiptsForDocument.Add(new List <EPExpenseClaimDetails>());
}
APSetup apsetup = PXSelectReadonly <APSetup> .Select(docgraph);
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaim.employeeID> > > > .Select(docgraph, claim.EmployeeID);
Location emplocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <EPExpenseClaim.employeeID> >, And <Location.locationID, Equal <Required <EPExpenseClaim.locationID> > > > > .Select(docgraph, claim.EmployeeID, claim.LocationID);
List <APRegister> doclist = new List <APRegister>();
expenseClaimGraph.SelectTimeStamp();
if (claim.FinPeriodID != null)
{
FinPeriodUtils.ValidateFinPeriod(claim.SingleToArray());
}
#endregion
foreach (var receiptGroup in receiptsForDocument)
{
if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardCompanyExpense &&
receiptGroup.Count > 1)
{
EPExpenseClaimDetails[] matchedReceipts = receiptGroup.Where(receipt => receipt.BankTranDate != null).Take(11).ToArray();
if (matchedReceipts.Any())
{
PXResult <EPExpenseClaimDetails, CABankTranMatch, CABankTran>[] rows =
PXSelectJoin <EPExpenseClaimDetails,
InnerJoin <CABankTranMatch,
On <CABankTranMatch.docModule, Equal <BatchModule.moduleEP>,
And <CABankTranMatch.docType, Equal <EPExpenseClaimDetails.docType>,
And <CABankTranMatch.docRefNbr, Equal <EPExpenseClaimDetails.claimDetailCD> > > >,
InnerJoin <CABankTran,
On <CABankTran.tranID, Equal <CABankTranMatch.tranID> > > >,
Where <EPExpenseClaimDetails.claimDetailCD, In <Required <EPExpenseClaimDetails.claimDetailCD> > > >
.Select(expenseClaimGraph, matchedReceipts.Select(receipt => receipt.ClaimDetailCD).ToArray())
.Cast <PXResult <EPExpenseClaimDetails, CABankTranMatch, CABankTran> >()
.ToArray();
throw new PXException(Messages.ExpenseReceiptCannotBeSummarized,
rows.Select(row => String.Concat(PXMessages.LocalizeNoPrefix(Messages.Receipt),
" ",
((EPExpenseClaimDetails)row).ClaimDetailCD,
" - ",
((CABankTran)row).GetFriendlyKeyImage(Caches[typeof(CABankTran)])))
.ToArray()
.JoinIntoStringForMessageNoQuotes(maxCount: 10));
}
}
docgraph.Clear(PXClearOption.ClearAll);
docgraph.SelectTimeStamp();
apDocumentGraphExtension.Contragent.Current = apDocumentGraphExtension.Contragent.Cache.GetExtension <Contragent>(employee);
apDocumentGraphExtension.Location.Current = emplocation;
CurrencyInfo infoOriginal = PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaim.curyInfoID> > > > .Select(docgraph, claim.CuryInfoID);
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy(infoOriginal);
info.CuryInfoID = null;
info = apDocumentGraphExtension.CurrencyInfo.Insert(info);
#region CreateInvoiceHeader
var invoice = new TAPDocument();
CABankTranMatch bankTranMatch = null;
if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.PersonalAccount)
{
invoice.DocType = receiptGroup.Sum(_ => _.ClaimCuryTranAmtWithTaxes) < 0
? APInvoiceType.DebitAdj
: APInvoiceType.Invoice;
}
else if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardCompanyExpense)
{
EPExpenseClaimDetails receipt = receiptGroup.First();
invoice.DocType = APDocType.QuickCheck;
CACorpCard card = CACorpCard.PKID.Find(this, receipt.CorpCardID);
PaymentMethodAccount paymentMethodAccount = PXSelect <PaymentMethodAccount,
Where <PaymentMethodAccount.cashAccountID, Equal <Required <PaymentMethodAccount.cashAccountID> > > >
.Select(this, card.CashAccountID);
invoice.CashAccountID = card.CashAccountID;
invoice.PaymentMethodID = paymentMethodAccount.PaymentMethodID;
invoice.ExtRefNbr = receipt.ExpenseRefNbr;
if (receiptGroup.Count == 1)
{
bankTranMatch =
PXSelect <CABankTranMatch,
Where <CABankTranMatch.docModule, Equal <BatchModule.moduleEP>,
And <CABankTranMatch.docType, Equal <EPExpenseClaimDetails.docType>,
And <CABankTranMatch.docRefNbr, Equal <Required <CABankTranMatch.docRefNbr> > > > > >
.Select(expenseClaimGraph, receipt.ClaimDetailCD);
if (bankTranMatch != null)
{
CABankTran bankTran = CABankTran.PK.Find(expenseClaimGraph, bankTranMatch.TranID);
invoice.ClearDate = bankTran.ClearDate;
invoice.Cleared = true;
}
}
}
else if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
invoice.DocType = APDocType.DebitAdj;
}
else
{
throw new NotImplementedException();
}
invoice.CuryInfoID = info.CuryInfoID;
invoice.Hold = true;
invoice.Released = false;
invoice.Printed = invoice.DocType == APDocType.QuickCheck;
invoice.OpenDoc = true;
invoice.HeaderDocDate = claim.DocDate;
invoice.FinPeriodID = claim.FinPeriodID;
invoice.InvoiceNbr = claim.RefNbr;
invoice.DocDesc = claim.DocDesc;
invoice.ContragentID = claim.EmployeeID;
invoice.CuryID = info.CuryID;
invoice.ContragentLocationID = claim.LocationID;
invoice.ModuleAccountID = emplocation != null ? emplocation.APAccountID : null;
invoice.ModuleSubID = emplocation != null ? emplocation.APSubID : null;
invoice.TaxCalcMode = receiptGroup.Any() ? receiptGroup.First().TaxCalcMode: claim.TaxCalcMode;
invoice.BranchID = claim.BranchID;
invoice.OrigModule = BatchModule.EP;
if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardCompanyExpense &&
receiptGroup.Count == 1)
{
invoice.OrigDocType = EPExpenseClaimDetails.DocType;
invoice.OrigRefNbr = receiptGroup.Single().ClaimDetailCD;
}
else
{
invoice.OrigDocType = EPExpenseClaim.DocType;
invoice.OrigRefNbr = claim.RefNbr;
}
bool reversedDocument = invoice.DocType == APInvoiceType.DebitAdj && receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.PersonalAccount;
decimal signOperation = reversedDocument ? -1 : 1;
invoice = apDocumentGraphExtension.Documents.Insert(invoice);
(apDocumentGraphExtension.Documents.Cache as PXModelExtension <TAPDocument>)?.UpdateExtensionMapping(invoice, MappingSyncDirection.BaseToExtension);
invoice.TaxZoneID = receiptGroup.Any() ? receiptGroup.First().TaxZoneID : claim.TaxZoneID;
invoice = apDocumentGraphExtension.Documents.Update(invoice);
PXCache <CurrencyInfo> .RestoreCopy(info, infoOriginal);
info.CuryInfoID = invoice.CuryInfoID;
PXCache claimcache = docgraph.Caches[typeof(EPExpenseClaim)];
PXCache claimdetailcache = docgraph.Caches[typeof(EPExpenseClaimDetails)];
PXNoteAttribute.CopyNoteAndFiles(claimcache, claim, apDocumentGraphExtension.Documents.Cache, invoice, epsetup.GetCopyNoteSettings <PXModule.ap>());
#endregion
TaxAttribute.SetTaxCalc <InvoiceTran.taxCategoryID>(apDocumentGraphExtension.InvoiceTrans.Cache, null, TaxCalc.ManualCalc);
decimal?claimCuryTaxRoundDiff = 0m;
decimal?claimTaxRoundDiff = 0m;
foreach (EPExpenseClaimDetails claimdetail in receiptGroup)
{
#region AddDetails
decimal tipQty;
if (reversedDocument == claimdetail.ClaimCuryTranAmtWithTaxes < 0)
{
tipQty = 1;
}
else
{
tipQty = -1;
}
Contract contract = PXSelect <Contract, Where <Contract.contractID, Equal <Required <EPExpenseClaimDetails.contractID> > > > .SelectSingleBound(docgraph, null, claimdetail.ContractID);
if (claimdetail.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(expenseClaimGraph, claimdetail.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
throw new PXException(PM.Messages.TaskInvisibleInModule, task.TaskCD, BatchModule.AP);
}
}
InvoiceTran tran = new InvoiceTran();
tran.InventoryID = claimdetail.InventoryID;
tran.TranDesc = claimdetail.TranDesc;
decimal unitCost;
decimal amount;
decimal taxableAmt;
decimal taxAmt;
if (CurrencyHelper.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
unitCost = claimdetail.CuryUnitCost ?? 0m;
amount = claimdetail.CuryTaxableAmt ?? 0m;
taxableAmt = claimdetail.CuryTaxableAmtFromTax ?? 0m;
taxAmt = claimdetail.CuryTaxAmt ?? 0m;
}
else
{
if (claimdetail.CuryUnitCost == null || claimdetail.CuryUnitCost == 0m)
{
unitCost = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.UnitCost, out unitCost);
}
if (claimdetail.CuryTaxableAmt == null || claimdetail.CuryTaxableAmt == 0m)
{
amount = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmt, out amount);
}
if (claimdetail.CuryTaxableAmtFromTax == null || claimdetail.CuryTaxableAmtFromTax == 0m)
{
taxableAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmtFromTax, out taxableAmt);
}
if (claimdetail.CuryTaxAmt == null || claimdetail.CuryTaxAmt == 0m)
{
taxAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxAmt, out taxAmt);
}
}
tran.ManualPrice = true;
tran.CuryUnitCost = unitCost;
tran.Qty = claimdetail.Qty * signOperation;
tran.UOM = claimdetail.UOM;
tran.NonBillable = claimdetail.Billable != true;
claimCuryTaxRoundDiff += (claimdetail.ClaimCuryTaxRoundDiff ?? 0m) * signOperation;
claimTaxRoundDiff += (claimdetail.ClaimTaxRoundDiff ?? 0m) * signOperation;
tran.Date = claimdetail.ExpenseDate;
if (contract.BaseType == CT.CTPRType.Project)
{
tran.ProjectID = claimdetail.ContractID;
}
else
{
tran.ProjectID = ProjectDefaultAttribute.NonProject();
}
tran.TaskID = claimdetail.TaskID;
tran.CostCodeID = claimdetail.CostCodeID;
if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
CACorpCard card = CACorpCard.PKID.Find(this, claimdetail.CorpCardID);
CashAccount cashAccount = CashAccount.PK.Find(this, card.CashAccountID);
tran.AccountID = cashAccount.AccountID;
tran.SubID = cashAccount.SubID;
}
else
{
tran.AccountID = claimdetail.ExpenseAccountID;
tran.SubID = claimdetail.ExpenseSubID;
}
tran.BranchID = claimdetail.BranchID;
tran = InsertInvoiceTransaction(apDocumentGraphExtension.InvoiceTrans.Cache, tran,
new InvoiceTranContext {
EPClaim = claim, EPClaimDetails = claimdetail
});
if (claimdetail.PaidWith == EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
claimdetail.APLineNbr = tran.LineNbr;
}
tran.CuryLineAmt = amount * signOperation;
tran.CuryTaxAmt = 0;
tran.CuryTaxableAmt = taxableAmt * signOperation;
tran.CuryTaxAmt = taxAmt * signOperation;
tran.TaxCategoryID = claimdetail.TaxCategoryID;
tran = UpdateInvoiceTransaction(apDocumentGraphExtension.InvoiceTrans.Cache, tran,
new InvoiceTranContext {
EPClaim = claim, EPClaimDetails = claimdetail
});
if ((claimdetail.CuryTipAmt ?? 0) != 0)
{
InvoiceTran tranTip = new InvoiceTran();
if (epsetup.NonTaxableTipItem == null)
{
throw new PXException(Messages.TipItemIsNotDefined);
}
IN.InventoryItem tipItem = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(docgraph, epsetup.NonTaxableTipItem);
if (tipItem == null)
{
string fieldname = PXUIFieldAttribute.GetDisplayName <EPSetup.nonTaxableTipItem>(docgraph.Caches[typeof(EPSetup)]);
throw new PXException(ErrorMessages.ValueDoesntExistOrNoRights, fieldname, epsetup.NonTaxableTipItem);
}
tranTip.InventoryID = epsetup.NonTaxableTipItem;
tranTip.TranDesc = tipItem.Descr;
if (CurrencyHelper.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
tranTip.CuryUnitCost = Math.Abs(claimdetail.CuryTipAmt ?? 0m);
tranTip.CuryTranAmt = claimdetail.CuryTipAmt * signOperation;
}
else
{
decimal tipAmt;
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TipAmt, out tipAmt);
tranTip.CuryUnitCost = Math.Abs(tipAmt);
tranTip.CuryTranAmt = tipAmt * signOperation;
}
tranTip.Qty = tipQty;
tranTip.UOM = tipItem.BaseUnit;
tranTip.NonBillable = claimdetail.Billable != true;
tranTip.Date = claimdetail.ExpenseDate;
tranTip.BranchID = claimdetail.BranchID;
tranTip = InsertInvoiceTipTransaction(apDocumentGraphExtension.InvoiceTrans.Cache, tranTip,
new InvoiceTranContext {
EPClaim = claim, EPClaimDetails = claimdetail
});
if (epsetup.UseReceiptAccountForTips == true)
{
tranTip.AccountID = claimdetail.ExpenseAccountID;
tranTip.SubID = claimdetail.ExpenseSubID;
}
else
{
tranTip.AccountID = tipItem.COGSAcctID;
Location companyloc = (Location)PXSelectJoin <Location,
InnerJoin <BAccountR, On <Location.bAccountID, Equal <BAccountR.bAccountID>,
And <Location.locationID, Equal <BAccountR.defLocationID> > >,
InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >,
Where <GL.Branch.branchID, Equal <Current <APInvoice.branchID> > > > .Select(docgraph);
PMTask task = PXSelect <PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.taskID, Equal <Required <PMTask.taskID> > > > > .Select(docgraph, claimdetail.ContractID, claimdetail.TaskID);
Location customerLocation = (Location)PXSelectorAttribute.Select <EPExpenseClaimDetails.customerLocationID>(claimdetailcache, claimdetail);
int?employee_SubID = (int?)docgraph.Caches[typeof(EPEmployee)].GetValue <EPEmployee.expenseSubID>(employee);
int?item_SubID = (int?)docgraph.Caches[typeof(IN.InventoryItem)].GetValue <IN.InventoryItem.cOGSSubID>(tipItem);
int?company_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cMPExpenseSubID>(companyloc);
int?project_SubID = (int?)docgraph.Caches[typeof(Contract)].GetValue <Contract.defaultSubID>(contract);
int?task_SubID = (int?)docgraph.Caches[typeof(PMTask)].GetValue <PMTask.defaultSubID>(task);
int?location_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cSalesSubID>(customerLocation);
object value = SubAccountMaskAttribute.MakeSub <EPSetup.expenseSubMask>(docgraph, epsetup.ExpenseSubMask,
new object[] { employee_SubID, item_SubID, company_SubID, project_SubID, task_SubID, location_SubID },
new Type[] { typeof(EPEmployee.expenseSubID), typeof(IN.InventoryItem.cOGSSubID), typeof(Location.cMPExpenseSubID), typeof(Contract.defaultSubID), typeof(PMTask.defaultSubID), typeof(Location.cSalesSubID) });
docgraph.Caches[typeof(APTran)].RaiseFieldUpdating <APTran.subID>(tranTip, ref value);
tranTip.SubID = (int?)value;
}
tranTip = UpdateInvoiceTipTransactionAccounts(apDocumentGraphExtension.InvoiceTrans.Cache, tranTip,
new InvoiceTranContext {
EPClaim = claim, EPClaimDetails = claimdetail
});
tranTip.TaxCategoryID = tipItem.TaxCategoryID;
tranTip.ProjectID = tran.ProjectID;
tranTip.TaskID = tran.TaskID;
tranTip = AddTaxes <TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>(apDocumentGraphExtension, docgraph, expenseClaimGraph, invoice, signOperation, claimdetail, tranTip, true);
tranTip = UpdateInvoiceTipTransactionTaxesAndProject(apDocumentGraphExtension.InvoiceTrans.Cache, tranTip,
new InvoiceTranContext {
EPClaim = claim, EPClaimDetails = claimdetail
});
}
PXNoteAttribute.CopyNoteAndFiles(claimdetailcache, claimdetail, apDocumentGraphExtension.InvoiceTrans.Cache, tran, epsetup.GetCopyNoteSettings <PXModule.ap>());
claimdetail.Released = true;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
#endregion
if (receiptGroupPaidWithType != EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
tran = AddTaxes <TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>(apDocumentGraphExtension, docgraph, expenseClaimGraph, invoice, signOperation, claimdetail, tran, false);
}
}
#region legacy taxes
foreach (EPTaxAggregate tax in PXSelectReadonly <EPTaxAggregate,
Where <EPTaxAggregate.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
#region Add taxes
GenericTaxTran new_aptax = apDocumentGraphExtension.TaxTrans.Search <GenericTaxTran.taxID>(tax.TaxID);
if (new_aptax == null)
{
new_aptax = new GenericTaxTran();
new_aptax.TaxID = tax.TaxID;
new_aptax = apDocumentGraphExtension.TaxTrans.Insert(new_aptax);
if (new_aptax != null)
{
new_aptax = (GenericTaxTran)apDocumentGraphExtension.TaxTrans.Cache.CreateCopy(new_aptax);
new_aptax.CuryTaxableAmt = 0m;
new_aptax.CuryTaxAmt = 0m;
new_aptax.CuryExpenseAmt = 0m;
new_aptax = apDocumentGraphExtension.TaxTrans.Update(new_aptax);
}
}
if (new_aptax != null)
{
new_aptax = (GenericTaxTran)apDocumentGraphExtension.TaxTrans.Cache.CreateCopy(new_aptax);
new_aptax.TaxRate = tax.TaxRate;
new_aptax.CuryTaxableAmt = (new_aptax.CuryTaxableAmt ?? 0m) + tax.CuryTaxableAmt * signOperation;
new_aptax.CuryTaxAmt = (new_aptax.CuryTaxAmt ?? 0m) + tax.CuryTaxAmt * signOperation;
new_aptax.CuryExpenseAmt = (new_aptax.CuryExpenseAmt ?? 0m) + tax.CuryExpenseAmt * signOperation;
new_aptax = apDocumentGraphExtension.TaxTrans.Update(new_aptax);
}
#endregion
}
#endregion
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoice.CuryTaxAmt = invoice.CuryTaxTotal;
invoice.Hold = false;
apDocumentGraphExtension.SuppressApproval();
apDocumentGraphExtension.Documents.Update(invoice);
if (receiptGroupPaidWithType != EPExpenseClaimDetails.paidWith.CardPersonalExpense)
{
invoice.CuryTaxRoundDiff = invoice.CuryRoundDiff = invoice.CuryRoundDiff = claimCuryTaxRoundDiff;
invoice.TaxRoundDiff = invoice.RoundDiff = claimTaxRoundDiff;
bool inclusive = PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.inclusive> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0;
if ((invoice.TaxCalcMode == TaxCalculationMode.Gross &&
PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.calcOnItemAmt> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0) ||
inclusive)
{
decimal curyAdditionalDiff = -(invoice.CuryTaxRoundDiff ?? 0m) + (invoice.CuryTaxAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
decimal additionalDiff = -(invoice.TaxRoundDiff ?? 0m) + (invoice.TaxAmt ?? 0m) - (invoice.DocBal ?? 0m);
foreach (InvoiceTran line in apDocumentGraphExtension.InvoiceTrans.Select())
{
curyAdditionalDiff += (line.CuryTaxableAmt ?? 0m) == 0m ? (line.CuryTranAmt ?? 0m) : (line.CuryTaxableAmt ?? 0m);
additionalDiff += (line.TaxableAmt ?? 0m) == 0m ? (line.TranAmt ?? 0m) : (line.TaxableAmt ?? 0m);
}
invoice.CuryTaxRoundDiff += curyAdditionalDiff;
invoice.TaxRoundDiff += additionalDiff;
}
}
invoice = apDocumentGraphExtension.Documents.Update(invoice);
docgraph.Actions.PressSave();
if (receiptGroupPaidWithType == EPExpenseClaimDetails.paidWith.CardCompanyExpense &&
receiptGroup.Count == 1 &&
bankTranMatch != null)
{
CABankTransactionsMaint.RematchFromExpenseReceipt(this, bankTranMatch, invoice.CATranID, invoice.ContragentID, receiptGroup.Single());
}
foreach (EPExpenseClaimDetails claimdetail in receiptGroup)
{
claimdetail.APDocType = invoice.DocType;
claimdetail.APRefNbr = invoice.RefNbr;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
}
claim.Status = EPExpenseClaimStatus.ReleasedStatus;
claim.Released = true;
expenseClaimGraph.ExpenseClaim.Update(claim);
#region EP History Update
EPHistory hist = new EPHistory();
hist.EmployeeID = invoice.ContragentID;
hist.FinPeriodID = invoice.FinPeriodID;
hist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(hist);
hist.FinPtdClaimed += invoice.DocBal;
hist.FinYtdClaimed += invoice.DocBal;
if (invoice.FinPeriodID == invoice.HeaderTranPeriodID)
{
hist.TranPtdClaimed += invoice.DocBal;
hist.TranYtdClaimed += invoice.DocBal;
}
else
{
EPHistory tranhist = new EPHistory();
tranhist.EmployeeID = invoice.ContragentID;
tranhist.FinPeriodID = invoice.HeaderTranPeriodID;
tranhist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(tranhist);
tranhist.TranPtdClaimed += invoice.DocBal;
tranhist.TranYtdClaimed += invoice.DocBal;
}
expenseClaimGraph.Views.Caches.Add(typeof(EPHistory));
#endregion
expenseClaimGraph.Save.Press();
Actions.PressSave();
doclist.Add((APRegister)apDocumentGraphExtension.Documents.Current.Base);
}
return(doclist);
}
protected virtual void EPExpenseClaimDetails_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)e.Row;
if (row != null)
{
EPExpenseClaim claim = (EPExpenseClaim)PXSelect <EPExpenseClaim, Where <EPExpenseClaim.refNbr, Equal <Required <EPExpenseClaimDetails.refNbr> > > > .SelectSingleBound(this, new object[] { null }, row.RefNbr);
bool enabledApprovalReceipt = PXAccess.FeatureInstalled <FeaturesSet.approvalWorkflow>() && epsetup.Current.ClaimDetailsAssignmentMapID != null;
bool legacyClaim = row.LegacyReceipt == true && !String.IsNullOrEmpty(row.RefNbr);
bool enabledEditReceipt = (row.Hold == true || !enabledApprovalReceipt) && !legacyClaim;
bool enabledRefNbr = true;
bool enabledEmployeeAndBranch = enabledEditReceipt && !(row.ClaimCuryInfoID == null && cache.AllowUpdate && !string.IsNullOrEmpty(row.RefNbr));
bool enabledFinancialDetails = (row.Rejected != true) && (row.Released != true);
bool NonProject = (CurrentContract.SelectSingle()?.ContractCD ?? PMSetup.DefaultNonProjectCode).Trim() == PMSetup.DefaultNonProjectCode;
bool claimReleased = false;
if (claim != null)
{
bool enabledEditClaim = (row.HoldClaim == true);
enabledEditReceipt = enabledEditReceipt && enabledEditClaim;
enabledRefNbr = enabledEditClaim;
enabledEmployeeAndBranch = false;
enabledFinancialDetails = enabledFinancialDetails && enabledEditClaim;
claimReleased = claim.Released == true;
}
enabledRefNbr = enabledRefNbr && row.LegacyReceipt == false;
Approval.AllowSelect = enabledApprovalReceipt;
Delete.SetEnabled(enabledEditReceipt && claim == null);
PXUIFieldAttribute.SetEnabled(cache, row, enabledEditReceipt);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.claimDetailID>(cache, row, true);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.refNbr>(cache, row, enabledRefNbr);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.employeeID>(cache, row, enabledEmployeeAndBranch);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.branchID>(cache, row, enabledEmployeeAndBranch);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.expenseAccountID>(cache, row, enabledFinancialDetails);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.expenseSubID>(cache, row, enabledFinancialDetails);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.salesAccountID>(cache, row, enabledFinancialDetails && (row.Billable == true));
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.salesSubID>(cache, row, enabledFinancialDetails && (row.Billable == true));
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxCategoryID>(cache, row, enabledFinancialDetails);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.customerID>(cache, row, NonProject && !claimReleased);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.customerLocationID>(cache, row, NonProject && !claimReleased);
action.SetEnabled("Submit", cache.GetStatus(row) != PXEntryStatus.Inserted && row.Hold == true);
if (row.ContractID != null && (bool)row.Billable && row.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(this, row.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.taskID>(e.Row, task.TaskCD, new PXSetPropertyException(PM.Messages.TaskInvisibleInModule, task.TaskCD, GL.BatchModule.AP));
}
}
CurrencyInfo info = (CurrencyInfo)PXSelect <CurrencyInfo, Where <CurrencyInfo.curyInfoID, Equal <Current <EPExpenseClaimDetails.curyInfoID> > > > .SelectSingleBound(this, new object[] { row });
if (info != null && info.CuryRateTypeID != null && info.CuryEffDate != null && row.ExpenseDate != null && info.CuryEffDate < row.ExpenseDate)
{
CurrencyRateType ratetype = (CurrencyRateType)PXSelectorAttribute.Select <CurrencyInfo.curyRateTypeID>(currencyinfo.Cache, info);
if (ratetype != null && ratetype.RateEffDays > 0 &&
((TimeSpan)(row.ExpenseDate - info.CuryEffDate)).Days > ratetype.RateEffDays)
{
PXRateIsNotDefinedForThisDateException exc = new PXRateIsNotDefinedForThisDateException(info.CuryRateTypeID, info.BaseCuryID, info.CuryID, (DateTime)row.ExpenseDate);
cache.RaiseExceptionHandling <EPExpenseClaimDetails.expenseDate>(e.Row, ((EPExpenseClaimDetails)e.Row).ExpenseDate, exc);
}
}
string message = PXUIFieldAttribute.GetError <CurrencyInfo.curyID>(currencyinfo.Cache, info);
if (string.IsNullOrEmpty(message) && info != null && info.CuryRate == null)
{
message = CM.Messages.RateNotFound;
}
if (string.IsNullOrEmpty(message))
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyID>(e.Row, null, null);
}
else
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyID>(e.Row, null, new PXSetPropertyException(message, PXErrorLevel.Warning));
}
bool allowEdit = this.Accessinfo.UserID == row.CreatedByID;
if (Employee.Current != null)
{
if (!allowEdit && this.Accessinfo.UserID == Employee.Current.UserID)
{
allowEdit = true;
}
if (!allowEdit)
{
EPWingman wingMan = PXSelectJoin <EPWingman,
InnerJoin <EPEmployee, On <EPWingman.wingmanID, Equal <EPEmployee.bAccountID> > >,
Where <EPWingman.employeeID, Equal <Required <EPWingman.employeeID> >,
And <EPEmployee.userID, Equal <Required <EPEmployee.userID> > > > > .Select(this, row.EmployeeID, Accessinfo.UserID);
if (wingMan != null)
{
allowEdit = true;
}
}
}
//Another conditions in automation steps
if (!allowEdit)
{
action.SetEnabled(MsgNotLocalizable.PutOnHold, false);
}
bool taxSettingsEnabled = enabledEditReceipt && (epsetup.Current.AllowMixedTaxSettingInClaims == true || CurrentClaimDetails.Current.RefNbr == null);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxZoneID>(cache, row, taxSettingsEnabled);
ValidateProjectAndProjectTask(row);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxCalcMode>(cache, row, taxSettingsEnabled);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxCategoryID>(cache, row, enabledEditReceipt);
PXUIFieldAttribute.SetVisible <EPExpenseClaimDetails.curyTipAmt>(ClaimDetails.Cache, null, epsetup.Current.NonTaxableTipItem.HasValue || (row.CuryTipAmt ?? 0) != 0);
Taxes.Cache.SetAllEditPermissions(enabledEditReceipt);
RaiseOrHideError <EPExpenseClaimDetails.refNbr>(cache, row, legacyClaim && row.Released == false, Messages.LegacyClaim, PXErrorLevel.Warning, row.RefNbr);
RaiseOrHideError <EPExpenseClaimDetails.claimDetailID>(cache, row, row.LegacyReceipt == true && row.Released == false && !String.IsNullOrEmpty(row.TaxZoneID), Messages.LegacyReceipt, PXErrorLevel.Warning);
EPEmployee employeeRow = Employee.Select();
string taxZoneID = EPClaimReceiptController.GetTaxZoneID(this, employeeRow);
bool notMatchtaxZone = String.IsNullOrEmpty(row.TaxZoneID) && !String.IsNullOrEmpty(taxZoneID);
RaiseOrHideError <EPExpenseClaimDetails.taxZoneID>(cache, row, notMatchtaxZone && row.Released == false, Messages.TaxZoneEmpty, PXErrorLevel.Warning);
if (UseTaxes.Select().Count != 0)
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyTaxTotal>(row, row.CuryTaxTotal,
new PXSetPropertyException(TX.Messages.UseTaxExcludedFromTotals, PXErrorLevel.Warning));
}
else
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyTaxTotal>(row, row.CuryTaxTotal, null);
}
}
}
///NO CRM Mode
public static PMTran CreateContractUsage(RegisterEntry graph, int?contractID, PMTimeActivity timeActivity, int billableMinutes)
{
if (timeActivity.ApprovalStatus == ActivityStatusListAttribute.Canceled)
{
return(null);
}
if (timeActivity.IsBillable != true)
{
return(null);
}
Contract contract = PXSelect <Contract,
Where <Contract.contractID, Equal <Required <Contract.contractID> > > > .Select(graph, contractID);
if (contract == null)
{
return(null); //activity has no contract and will be billed through Project using the cost-transaction. Contract-Usage is not created in this case.
}
int?laborItemID = GetContractLaborClassID(graph, contractID, timeActivity);;
if (laborItemID == null)
{
EPEmployee employeeSettings = PXSelect <EPEmployee,
Where <EPEmployee.userID, Equal <Required <EPEmployee.userID> > > > .Select(graph, timeActivity.OwnerID);
if (employeeSettings != null)
{
laborItemID =
EPEmployeeClassLaborMatrix.GetLaborClassID(graph, employeeSettings.BAccountID, timeActivity.EarningTypeID) ??
employeeSettings.LabourItemID;
}
}
InventoryItem laborItem = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(graph, laborItemID);
if (laborItem == null)
{
throw new PXException(PX.Objects.CR.Messages.LaborNotConfigured);
}
//save the sign of the value and do the rounding against absolute value.
//reuse sign later when setting value to resulting transaction.
int sign = billableMinutes < 0 ? -1 : 1;
billableMinutes = Math.Abs(billableMinutes);
if (billableMinutes > 0)
{
PMTran newLabourTran = new PMTran();
newLabourTran.ProjectID = contractID;
newLabourTran.InventoryID = laborItem.InventoryID;
newLabourTran.AccountGroupID = contract.ContractAccountGroup;
newLabourTran.OrigRefID = timeActivity.NoteID;
newLabourTran.BAccountID = contract.CustomerID;
newLabourTran.LocationID = contract.LocationID;
newLabourTran.Description = timeActivity.Summary;
newLabourTran.StartDate = timeActivity.Date;
newLabourTran.EndDate = timeActivity.Date;
newLabourTran.Date = timeActivity.Date;
newLabourTran.UOM = laborItem.SalesUnit;
newLabourTran.Qty = sign * Convert.ToDecimal(TimeSpan.FromMinutes(billableMinutes).TotalHours);
newLabourTran.BillableQty = newLabourTran.Qty;
newLabourTran.Released = true;
newLabourTran.Allocated = true;
newLabourTran.IsQtyOnly = true;
newLabourTran.BillingID = contract.BillingID;
return(graph.Transactions.Insert(newLabourTran));
}
else
{
return(null);
}
}
public static bool RecordCostTrans(RegisterEntry registerEntry, List <EPActivityApprove> activities, out bool activityAdded)
{
registerEntry.FieldVerifying.AddHandler <PMTran.inventoryID>((PXCache sender, PXFieldVerifyingEventArgs e) => { e.Cancel = true; }); //restriction should be applicable only for budgeting.
EmployeeCostEngine costEngine = new EmployeeCostEngine(registerEntry);
registerEntry.Views.Caches.Add(typeof(EPActivityApprove));
PXCache activityCache = registerEntry.Caches <EPActivityApprove>();
registerEntry.Document.Cache.Insert();
bool success = true;
activityAdded = false;
for (int i = 0; i < activities.Count; i++)
{
//Check the UNMERGED state of Released (it could be set to true just now by the calling code):
EPActivityApprove activity = PXSelect <EPActivityApprove> .Search <EPActivityApprove.noteID>(registerEntry, activities[i].NoteID);
if (activity.Released == true) //activity can be released to PM via Timecard prior to releasing the case.
{
continue;
}
try
{
if (activity.ProjectTaskID != null) //cost transactions are created only if project is set.
{
EPEmployee employee = PXSelect <EPEmployee> .Search <EPEmployee.userID>(registerEntry, activity.OwnerID);
activity.LabourItemID = costEngine.GetLaborClass(activity);
if (activity.LabourItemID == null)
{
throw new PXException(Messages.CannotFindLabor, employee.AcctName);
}
activityCache.Update(activity);
var cost = costEngine.CalculateEmployeeCost(activity.TimeCardCD, activity.EarningTypeID, activity.LabourItemID, activity.ProjectID, activity.ProjectTaskID, activity.CertifiedJob, activity.UnionID, employee.BAccountID, activity.Date.Value);
if (cost == null)
{
throw new PXException(Messages.EmployeeCostRateNotFound);
}
EPSetup epsetup = PXSelect <EPSetup> .Select(registerEntry);
if (epsetup.PostingOption != EPPostOptions.DoNotPost)
{
registerEntry.CreateTransaction(activity, employee.BAccountID, activity.Date.Value, activity.TimeSpent, activity.TimeBillable, cost.Rate, cost.OvertimeMultiplier);
}
activity.EmployeeRate = cost.Rate;
activityAdded = true;
}
activity.Released = true;
activity.ApprovalStatus = ActivityStatusAttribute.Released;
if (activity.RefNoteID != null)
{
PXUpdate <
Set <CRActivity.isLocked, True>,
CRActivity,
Where <CRActivity.noteID, Equal <Required <CRActivity.noteID> > > >
.Update(registerEntry, activity.RefNoteID);
}
activityCache.Update(activity);
}
catch (Exception e)
{
PXProcessing <EPActivityApprove> .SetError(i, e is PXOuterException?e.Message + "\r\n" + String.Join("\r\n", ((PXOuterException)e).InnerMessages) : e.Message);
success = false;
}
}
if (activityAdded)
{
registerEntry.Save.Press();
}
else
{
activityCache.Persist(PXDBOperation.Update);
registerEntry.SelectTimeStamp();
}
return(success);
}
private static void ClaimDetail(List <EPExpenseClaimDetails> details, bool isApiContext, bool singleOperation)
{
ExpenseClaimEntry expenseClaimEntry = CreateInstance <ExpenseClaimEntry>();
PXSetup <EPSetup> epsetup = new PXSetup <EPSetup>(PXGraph.CreateInstance(typeof(ExpenseClaimDetailEntry)));
bool enabledApprovalReceipt = PXAccess.FeatureInstalled <FeaturesSet.approvalWorkflow>() && epsetup.Current.ClaimDetailsAssignmentMapID != null;
bool isError = false;
bool notAllApproved = false;
Dictionary <string, EPExpenseClaim> result = new Dictionary <string, EPExpenseClaim>();
IEnumerable <Receipts> List;
if (epsetup.Current.AllowMixedTaxSettingInClaims == true)
{
List = details.Where(item => string.IsNullOrEmpty(item.RefNbr)).OrderBy(detail => detail.ClaimDetailID).GroupBy(
item => new
{
item.EmployeeID,
item.BranchID,
item.CustomerID,
item.CustomerLocationID,
ClaimCuryID = GetClaimCuryID(expenseClaimEntry, item)
},
(key, item) => new Receipts
{
employee = key.EmployeeID,
branch = key.BranchID,
customer = key.CustomerID,
customerLocation = key.CustomerLocationID,
claimCuryID = key.ClaimCuryID,
details = item
}
);
}
else
{
List = details.Where(item => string.IsNullOrEmpty(item.RefNbr)).OrderBy(detail => detail.ClaimDetailID).GroupBy(
item => new
{
item.EmployeeID,
item.BranchID,
item.CustomerID,
item.CustomerLocationID,
item.TaxZoneID,
item.TaxCalcMode,
ClaimCuryID = GetClaimCuryID(expenseClaimEntry, item)
},
(key, item) => new Receipts
{
employee = key.EmployeeID,
branch = key.BranchID,
customer = key.CustomerID,
customerLocation = key.CustomerLocationID,
claimCuryID = key.ClaimCuryID,
details = item
}
);
}
string errorMessage = null;
foreach (Receipts item in List)
{
isError = false;
notAllApproved = false;
using (PXTransactionScope ts = new PXTransactionScope())
{
expenseClaimEntry.Clear();
expenseClaimEntry.SelectTimeStamp();
EPExpenseClaim expenseClaim = (EPExpenseClaim)expenseClaimEntry.ExpenseClaim.Cache.CreateInstance();
expenseClaim.EmployeeID = item.employee;
expenseClaim.BranchID = item.branch;
expenseClaim.CustomerID = item.customer;
expenseClaim.DocDesc = EP.Messages.SubmittedReceipt;
expenseClaim = expenseClaimEntry.ExpenseClaim.Update(expenseClaim);
expenseClaim.CuryID = item.claimCuryID;
expenseClaim = expenseClaimEntry.ExpenseClaim.Update(expenseClaim);
expenseClaim.CustomerLocationID = item.customerLocation;
expenseClaim.TaxCalcMode = item.details.First().TaxCalcMode;
expenseClaim.TaxZoneID = item.details.First().TaxZoneID;
foreach (EPExpenseClaimDetails detail in item.details)
{
PXProcessing <EPExpenseClaimDetails> .SetCurrentItem(detail);
if (detail.Approved ?? false)
{
try
{
if (detail.IsPaidWithCard)
{
EPEmployee employee =
PXSelect <EPEmployee,
Where <EPEmployee.bAccountID, Equal <Required <EPEmployee.bAccountID> > > >
.Select(expenseClaimEntry, item.employee);
if (employee.AllowOverrideCury != true && detail.CardCuryID != employee.CuryID)
{
errorMessage = PXMessages.Localize(Messages.ClaimCannotBeCreatedForReceiptBecauseCuryCannotBeOverriden);
isError = true;
}
}
if (!isError && detail.TipAmt != 0 && epsetup.Current.NonTaxableTipItem == null)
{
errorMessage = Messages.TipItemIsNotDefined;
isError = true;
}
if (!isError)
{
expenseClaimEntry.ReceiptEntryExt.SubmitReceiptExt(expenseClaimEntry.ExpenseClaim.Cache,
expenseClaimEntry.ExpenseClaimDetails.Cache, expenseClaimEntry.ExpenseClaim.Current, detail);
expenseClaimEntry.Save.Press();
if (!result.ContainsKey(expenseClaim.RefNbr))
{
result.Add(expenseClaim.RefNbr, expenseClaim);
}
detail.RefNbr = expenseClaim.RefNbr;
PXProcessing <EPExpenseClaimDetails> .SetProcessed();
}
}
catch (Exception ex)
{
errorMessage = ex.Message;
isError = true;
}
}
else
{
errorMessage = enabledApprovalReceipt
? Messages.ReceiptNotApproved
: Messages.ReceiptTakenOffHold;
notAllApproved = true;
}
if (errorMessage != null)
{
PXProcessing <EPExpenseClaimDetails> .SetError(errorMessage);
}
}
if (!isError)
{
ts.Complete();
}
}
}
if (!isError && !notAllApproved)
{
if (result.Count == 1 && isApiContext == false)
{
expenseClaimEntry = CreateInstance <ExpenseClaimEntry>();
PXRedirectHelper.TryRedirect(expenseClaimEntry, result.First().Value, PXRedirectHelper.WindowMode.InlineWindow);
}
}
else
{
PXProcessing <EPExpenseClaimDetails> .SetCurrentItem(null);
if (singleOperation)
{
throw new PXException(errorMessage);
}
else
{
throw new PXException(Messages.ErrorProcessingReceipts);
}
}
}
protected void FindOwner(PXGraph graph, IAssign source, out Contact contact, out Users user, out EPEmployee employee)
{
contact = null;
user = null;
employee = null;
if (source == null || source.OwnerID == null)
{
return;
}
FindOwner(graph, source.OwnerID, out contact, out user, out employee);
}
public static void ReleaseDoc(EPExpenseClaim claim)
{
#region prepare required variables
APInvoiceEntry docgraph = PXGraph.CreateInstance <APInvoiceEntry>();
ExpenseClaimEntry expenseClaimGraph = PXGraph.CreateInstance <ExpenseClaimEntry>();
var receipts = PXSelect <EPExpenseClaimDetails,
Where <EPExpenseClaimDetails.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(expenseClaimGraph, claim.RefNbr).Select(
result => (EPExpenseClaimDetails)result).GroupBy(
item => Tuple.Create(
item.TaxZoneID,
item.TaxCalcMode
)).ToDictionary(x => x.Key, group => group.ToList());
if (receipts.Count() == 0)
{
receipts.Add(Tuple.Create(claim.TaxZoneID, claim.TaxCalcMode), new List <EPExpenseClaimDetails>());
}
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(docgraph);
APSetup apsetup = PXSelectReadonly <APSetup> .Select(docgraph);
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaim.employeeID> > > > .Select(docgraph, claim.EmployeeID);
Location emplocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <EPExpenseClaim.employeeID> >, And <Location.locationID, Equal <Required <EPExpenseClaim.locationID> > > > > .Select(docgraph, claim.EmployeeID, claim.LocationID);
List <APRegister> doclist = new List <APRegister>();
expenseClaimGraph.SelectTimeStamp();
#endregion
using (PXTransactionScope ts = new PXTransactionScope())
{
foreach (var res in receipts)
{
docgraph.Clear(PXClearOption.ClearAll);
docgraph.SelectTimeStamp();
docgraph.vendor.Current = employee;
docgraph.location.Current = emplocation;
CurrencyInfo infoOriginal = PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaim.curyInfoID> > > > .Select(docgraph, claim.CuryInfoID);
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy(infoOriginal);
info.CuryInfoID = null;
info = docgraph.currencyinfo.Insert(info);
#region CreateInoiceHeader
APInvoice invoice = new APInvoice();
bool reversedDocument = false;
if (res.Value.Sum(_ => _.ClaimCuryTranAmtWithTaxes) < 0)
{
invoice.DocType = APInvoiceType.DebitAdj;
reversedDocument = true;
}
else
{
invoice.DocType = APInvoiceType.Invoice;
}
decimal signOperation;
if (reversedDocument)
{
signOperation = -1;
}
else
{
signOperation = 1;
}
invoice.CuryInfoID = info.CuryInfoID;
invoice.Hold = true;
invoice.Released = false;
invoice.Printed = false;
invoice.OpenDoc = true;
invoice.DocDate = claim.DocDate;
invoice.FinPeriodID = claim.FinPeriodID;
invoice.InvoiceNbr = claim.RefNbr;
invoice.DocDesc = claim.DocDesc;
invoice.VendorID = claim.EmployeeID;
invoice.CuryID = info.CuryID;
invoice.VendorLocationID = claim.LocationID;
invoice.APAccountID = emplocation != null ? emplocation.APAccountID : null;
invoice.APSubID = emplocation != null ? emplocation.APSubID : null;
invoice.TaxZoneID = res.Key.Item1;
invoice.TaxCalcMode = res.Key.Item2;
invoice.BranchID = claim.BranchID;
invoice.OrigModule = BatchModule.EP;
invoice.OrigRefNbr = claim.RefNbr;
invoice = docgraph.Document.Insert(invoice);
PXCache <CurrencyInfo> .RestoreCopy(info, infoOriginal);
info.CuryInfoID = invoice.CuryInfoID;
PXCache claimcache = docgraph.Caches[typeof(EPExpenseClaim)];
PXCache claimdetailcache = docgraph.Caches[typeof(EPExpenseClaimDetails)];
PXNoteAttribute.CopyNoteAndFiles(claimcache, claim, docgraph.Document.Cache, invoice, epsetup.GetCopyNoteSettings <PXModule.ap>());
#endregion
TaxAttribute.SetTaxCalc <APTran.taxCategoryID, APTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
decimal?claimCuryTaxRoundDiff = 0m;
decimal?claimTaxRoundDiff = 0m;
foreach (EPExpenseClaimDetails claimdetail in res.Value)
{
#region AddDetails
decimal tipQty;
if (reversedDocument == claimdetail.ClaimCuryTranAmtWithTaxes < 0)
{
tipQty = 1;
}
else
{
tipQty = -1;
}
Contract contract = PXSelect <Contract, Where <Contract.contractID, Equal <Required <EPExpenseClaimDetails.contractID> > > > .SelectSingleBound(docgraph, null, claimdetail.ContractID);
if (claimdetail.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(expenseClaimGraph, claimdetail.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
throw new PXException(PM.Messages.TaskInvisibleInModule, task.TaskCD, BatchModule.AP);
}
}
APTran tran = new APTran();
tran.InventoryID = claimdetail.InventoryID;
tran.TranDesc = claimdetail.TranDesc;
decimal unitCost;
decimal amount;
decimal taxableAmt;
decimal taxAmt;
if (EPClaimReceiptController.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
unitCost = claimdetail.CuryUnitCost ?? 0m;
amount = claimdetail.CuryTaxableAmt ?? 0m;
taxableAmt = claimdetail.CuryTaxableAmtFromTax ?? 0m;
taxAmt = claimdetail.CuryTaxAmt ?? 0m;
}
else
{
if (claimdetail.CuryUnitCost == null || claimdetail.CuryUnitCost == 0m)
{
unitCost = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.UnitCost, out unitCost);
}
if (claimdetail.CuryTaxableAmt == null || claimdetail.CuryTaxableAmt == 0m)
{
amount = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmt, out amount);
}
if (claimdetail.CuryTaxableAmtFromTax == null || claimdetail.CuryTaxableAmtFromTax == 0m)
{
taxableAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmtFromTax, out taxableAmt);
}
if (claimdetail.CuryTaxAmt == null || claimdetail.CuryTaxAmt == 0m)
{
taxAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxAmt, out taxAmt);
}
}
tran.ManualPrice = true;
tran.CuryUnitCost = unitCost;
tran.Qty = claimdetail.Qty * signOperation;
tran.UOM = claimdetail.UOM;
tran.NonBillable = claimdetail.Billable != true;
claimCuryTaxRoundDiff += (claimdetail.ClaimCuryTaxRoundDiff ?? 0m) * signOperation;
claimTaxRoundDiff += (claimdetail.ClaimTaxRoundDiff ?? 0m) * signOperation;
tran.Date = claimdetail.ExpenseDate;
if (contract.BaseType == PMProject.ProjectBaseType.Project)
{
tran.ProjectID = claimdetail.ContractID;
}
else
{
tran.ProjectID = ProjectDefaultAttribute.NonProject();
}
tran.TaskID = claimdetail.TaskID;
tran.CostCodeID = claimdetail.CostCodeID;
tran.AccountID = claimdetail.ExpenseAccountID;
tran.SubID = claimdetail.ExpenseSubID;
tran.TaxCategoryID = claimdetail.TaxCategoryID;
tran.BranchID = claimdetail.BranchID;
tran = docgraph.Transactions.Insert(tran);
tran.CuryLineAmt = amount * signOperation;
tran.CuryTaxAmt = 0;
tran.CuryTaxableAmt = taxableAmt * signOperation;
tran.CuryTaxAmt = taxAmt * signOperation;
tran = docgraph.Transactions.Update(tran);
if ((claimdetail.CuryTipAmt ?? 0) != 0)
{
APTran tranTip = new APTran();
if (epsetup.NonTaxableTipItem == null)
{
throw new PXException(Messages.TipItemIsNotDefined);
}
IN.InventoryItem tipItem = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(docgraph, epsetup.NonTaxableTipItem);
if (tipItem == null)
{
string fieldname = PXUIFieldAttribute.GetDisplayName <EPSetup.nonTaxableTipItem>(docgraph.Caches[typeof(EPSetup)]);
throw new PXException(ErrorMessages.ValueDoesntExistOrNoRights, fieldname, epsetup.NonTaxableTipItem);
}
tranTip.InventoryID = epsetup.NonTaxableTipItem;
tranTip.TranDesc = tipItem.Descr;
if (EPClaimReceiptController.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
tranTip.CuryUnitCost = Math.Abs(claimdetail.CuryTipAmt ?? 0m);
tranTip.CuryTranAmt = claimdetail.CuryTipAmt * signOperation;
}
else
{
decimal tipAmt;
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TipAmt, out tipAmt);
tranTip.CuryUnitCost = Math.Abs(tipAmt);
tranTip.CuryTranAmt = tipAmt * signOperation;
}
tranTip.Qty = tipQty;
tranTip.UOM = tipItem.BaseUnit;
tranTip.NonBillable = claimdetail.Billable != true;
tranTip.Date = claimdetail.ExpenseDate;
tranTip.BranchID = claimdetail.BranchID;
tranTip = docgraph.Transactions.Insert(tranTip);
if (epsetup.UseReceiptAccountForTips == true)
{
tranTip.AccountID = claimdetail.ExpenseAccountID;
tranTip.SubID = claimdetail.ExpenseSubID;
}
else
{
tranTip.AccountID = tipItem.COGSAcctID;
Location companyloc = (Location)PXSelectJoin <Location,
InnerJoin <BAccountR, On <Location.bAccountID, Equal <BAccountR.bAccountID>,
And <Location.locationID, Equal <BAccountR.defLocationID> > >,
InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >,
Where <GL.Branch.branchID, Equal <Current <APInvoice.branchID> > > > .Select(docgraph);
PMTask task = PXSelect <PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.taskID, Equal <Required <PMTask.taskID> > > > > .Select(docgraph, claimdetail.ContractID, claimdetail.TaskID);
Location customerLocation = (Location)PXSelectorAttribute.Select <EPExpenseClaimDetails.customerLocationID>(claimdetailcache, claimdetail);
int?employee_SubID = (int?)docgraph.Caches[typeof(EPEmployee)].GetValue <EPEmployee.expenseSubID>(employee);
int?item_SubID = (int?)docgraph.Caches[typeof(IN.InventoryItem)].GetValue <IN.InventoryItem.cOGSSubID>(tipItem);
int?company_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cMPExpenseSubID>(companyloc);
int?project_SubID = (int?)docgraph.Caches[typeof(Contract)].GetValue <Contract.defaultSubID>(contract);
int?task_SubID = (int?)docgraph.Caches[typeof(PMTask)].GetValue <PMTask.defaultSubID>(task);
int?location_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cSalesSubID>(customerLocation);
object value = SubAccountMaskAttribute.MakeSub <EPSetup.expenseSubMask>(docgraph, epsetup.ExpenseSubMask,
new object[] { employee_SubID, item_SubID, company_SubID, project_SubID, task_SubID, location_SubID },
new Type[] { typeof(EPEmployee.expenseSubID), typeof(IN.InventoryItem.cOGSSubID), typeof(Location.cMPExpenseSubID), typeof(Contract.defaultSubID), typeof(PMTask.defaultSubID), typeof(Location.cSalesSubID) });
docgraph.Caches[typeof(APTran)].RaiseFieldUpdating <APTran.subID>(tranTip, ref value);
tranTip.SubID = (int?)value;
}
tranTip = docgraph.Transactions.Update(tranTip);
tranTip.TaxCategoryID = tipItem.TaxCategoryID;
tranTip.ProjectID = tran.ProjectID;
tranTip.TaskID = tran.TaskID;
tranTip = AddTaxes(docgraph, invoice, signOperation, claimdetail, tranTip, true);
tranTip = docgraph.Transactions.Update(tranTip);
}
PXNoteAttribute.CopyNoteAndFiles(claimdetailcache, claimdetail, docgraph.Transactions.Cache, tran, epsetup.GetCopyNoteSettings <PXModule.ap>());
claimdetail.Released = true;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
#endregion
tran = AddTaxes(docgraph, invoice, signOperation, claimdetail, tran, false);
}
#region legacy taxes
foreach (EPTaxAggregate tax in PXSelectReadonly <EPTaxAggregate,
Where <EPTaxAggregate.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
#region Add taxes
APTaxTran new_aptax = docgraph.Taxes.Search <APTaxTran.taxID>(tax.TaxID);
if (new_aptax == null)
{
new_aptax = new APTaxTran();
new_aptax.TaxID = tax.TaxID;
new_aptax = docgraph.Taxes.Insert(new_aptax);
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.CuryTaxableAmt = 0m;
new_aptax.CuryTaxAmt = 0m;
new_aptax.CuryExpenseAmt = 0m;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
}
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.TaxRate = tax.TaxRate;
new_aptax.CuryTaxableAmt = (new_aptax.CuryTaxableAmt ?? 0m) + tax.CuryTaxableAmt * signOperation;
new_aptax.CuryTaxAmt = (new_aptax.CuryTaxAmt ?? 0m) + tax.CuryTaxAmt * signOperation;
new_aptax.CuryExpenseAmt = (new_aptax.CuryExpenseAmt ?? 0m) + tax.CuryExpenseAmt * signOperation;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
#endregion
}
#endregion
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoice.CuryTaxAmt = invoice.CuryTaxTotal;
invoice.Hold = false;
docgraph.Document.Update(invoice);
invoice.CuryTaxRoundDiff = invoice.CuryRoundDiff = invoice.CuryRoundDiff = claimCuryTaxRoundDiff;
invoice.TaxRoundDiff = invoice.RoundDiff = claimTaxRoundDiff;
bool inclusive = PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.inclusive> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0;
if ((invoice.TaxCalcMode == TaxCalculationMode.Gross &&
PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.calcOnItemAmt> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0) ||
inclusive)
{
decimal curyAdditionalDiff = -(invoice.CuryTaxRoundDiff ?? 0m) + (invoice.CuryTaxAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
decimal additionalDiff = -(invoice.TaxRoundDiff ?? 0m) + (invoice.TaxAmt ?? 0m) - (invoice.DocBal ?? 0m);
foreach (APTran line in docgraph.Transactions.Select())
{
curyAdditionalDiff += (line.CuryTaxableAmt ?? 0m) == 0m ? (line.CuryTranAmt ?? 0m) : (line.CuryTaxableAmt ?? 0m);
additionalDiff += (line.TaxableAmt ?? 0m) == 0m ? (line.TranAmt ?? 0m) : (line.TaxableAmt ?? 0m);
}
invoice.CuryTaxRoundDiff += curyAdditionalDiff;
invoice.TaxRoundDiff += additionalDiff;
}
docgraph.Document.Update(invoice);
docgraph.Save.Press();
foreach (EPExpenseClaimDetails claimdetail in res.Value)
{
claimdetail.APDocType = invoice.DocType;
claimdetail.APRefNbr = invoice.RefNbr;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
}
claim.Status = EPExpenseClaimStatus.ReleasedStatus;
claim.Released = true;
expenseClaimGraph.ExpenseClaim.Update(claim);
#region EP History Update
EPHistory hist = new EPHistory();
hist.EmployeeID = invoice.VendorID;
hist.FinPeriodID = invoice.FinPeriodID;
hist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(hist);
hist.FinPtdClaimed += invoice.DocBal;
hist.FinYtdClaimed += invoice.DocBal;
if (invoice.FinPeriodID == invoice.TranPeriodID)
{
hist.TranPtdClaimed += invoice.DocBal;
hist.TranYtdClaimed += invoice.DocBal;
}
else
{
EPHistory tranhist = new EPHistory();
tranhist.EmployeeID = invoice.VendorID;
tranhist.FinPeriodID = invoice.TranPeriodID;
tranhist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(tranhist);
tranhist.TranPtdClaimed += invoice.DocBal;
tranhist.TranYtdClaimed += invoice.DocBal;
}
expenseClaimGraph.Views.Caches.Add(typeof(EPHistory));
#endregion
expenseClaimGraph.Save.Press();
doclist.Add(docgraph.Document.Current);
}
ts.Complete();
}
if ((bool)epsetup.AutomaticReleaseAP == true)
{
APDocumentRelease.ReleaseDoc(doclist, false);
}
}
protected void FindOwner(PXGraph graph, Guid?ownerId, out Contact contact, out Users user, out EPEmployee employee)
{
contact = null;
user = null;
employee = null;
if (ownerId == null)
{
return;
}
PXSelectJoin <Users,
LeftJoin <EPEmployee,
On <EPEmployee.userID, Equal <Users.pKID> >,
LeftJoin <Contact,
On <Contact.contactID, Equal <EPEmployee.defContactID> > > >,
Where <Users.pKID, Equal <Required <Users.pKID> > > >
.Clear(graph);
var row = (PXResult <Users, EPEmployee, Contact>) PXSelectJoin <Users,
LeftJoin <EPEmployee,
On <EPEmployee.userID, Equal <Users.pKID> >,
LeftJoin <Contact,
On <Contact.contactID, Equal <EPEmployee.defContactID> > > >,
Where <Users.pKID, Equal <Required <Users.pKID> > > >
.Select(graph, ownerId);
contact = (Contact)row;
user = (Users)row;
employee = (EPEmployee)row;
}
private IEnumerable <ApproveInfo> ProcessLevel(Table item, int?assignmentMap, PXResultset <EPRule> rules)
{
foreach (EPRule rule in rules)
{
if (rule.RuleID == null)
{
continue;
}
path.Add(rule.RuleID.Value);
bool isSuccessful = true;
var filteredItems = ExecuteRule(item, rule, ref isSuccessful);
Guid?OwnerID = null;
int? WorkgroupID = rule.WorkgroupID;
switch (rule.RuleType)
{
case EPRuleType.Direct:
if (!isSuccessful || (filteredItems != null && filteredItems.Count == 0))
{
continue;
}
OwnerID = rule.OwnerID;
FillOwnerWorkgroup(ref OwnerID, ref WorkgroupID);
if (OwnerID == null && WorkgroupID == null)
{
continue;
}
yield return(new ApproveInfo()
{
OwnerID = OwnerID,
WorkgroupID = WorkgroupID,
RuleID = rule.RuleID,
StepID = rule.StepID,
WaitTime = rule.WaitTime
});
break;
case EPRuleType.Document:
if (rule.OwnerSource == null || (filteredItems != null && filteredItems.Count == 0))
{
continue;
}
PXView lineView = null;
PXView primaryView = null;
Type viewType = null;
try
{
var s = rule.OwnerSource;
var viewName = s.Substring(s.LastIndexOf("(") + 1, s.IndexOf(".") - (s.LastIndexOf("(") + 1));
if (String.Equals(viewName, processGraph.PrimaryView, StringComparison.InvariantCultureIgnoreCase))
{
primaryView = processGraph.Views[viewName];
viewType = primaryView.GetItemType();
}
else
{
lineView = processGraph.Views[viewName];
viewType = lineView.GetItemType();
}
}
catch (Exception)
{
// ignored
}
bool queryContainsDetails = filteredItems != null && filteredItems.Count > 0 && ((PXResult)filteredItems[0])[viewType] != null;
var arrayToIterate = queryContainsDetails
? filteredItems
: lineView?.SelectMulti() ?? primaryView.Cache.Current.SingleToList() ?? filteredItems;
foreach (object filteredItem in arrayToIterate)
{
if (filteredItem is PXResult)
{
var line = ((PXResult)filteredItem)[viewType];
processGraph.Caches[viewType].Current = line;
}
else
{
processGraph.Caches[viewType].Current = filteredItem;
}
string code = PXTemplateContentParser.Instance.Process(rule.OwnerSource, processGraph, viewType, null);
EPEmployee emp =
PXSelect <
EPEmployee,
Where <EPEmployee.acctCD, Equal <Required <EPEmployee.acctCD> > > >
.SelectWindowed(this, 0, 1, code);
OwnerID = emp != null ? emp.UserID : GUID.CreateGuid(code);
FillOwnerWorkgroup(ref OwnerID, ref WorkgroupID);
if (OwnerID == null && WorkgroupID == null)
{
continue;
}
yield return(new ApproveInfo()
{
OwnerID = OwnerID,
WorkgroupID = WorkgroupID,
RuleID = rule.RuleID,
StepID = rule.StepID,
WaitTime = rule.WaitTime
});
}
break;
case EPRuleType.Filter:
if (filteredItems == null || filteredItems.Count == 0)
{
continue;
}
List <EPRuleBaseCondition> conditions =
PXSelectReadonly <EPRuleEmployeeCondition,
Where <EPRuleEmployeeCondition.ruleID, Equal <Required <EPRule.ruleID> > > >
.Select(this, rule.RuleID)
.Select(_ => (EPRuleBaseCondition)_)
.ToList();
if (conditions.Count == 0)
{
break;
}
foreach (var approveInfo in GetEmployeesByFilter(item, rule, conditions))
{
yield return(approveInfo);
}
break;
}
if (rule.RuleID != null)
{
if (path.Contains(rule.RuleID.Value))
{
continue;
}
foreach (var approveInfo in ProcessLevel(item, assignmentMap, PXSelectReadonly <EPRule> .Search <EPRule.ruleID>(this, rule.RuleID)))
{
yield return(approveInfo);
}
}
PXResultset <EPRule> result = PXSelectReadonly <
EPRule,
Where <
EPRule.assignmentMapID, Equal <Required <EPAssignmentMap.assignmentMapID> > >,
OrderBy <
Asc <EPRule.sequence> > > .Select(this, assignmentMap);
foreach (var approveInfo in ProcessLevel(item, assignmentMap, result))
{
yield return(approveInfo);
}
}
}
private bool ProcessLevel(Table item, int?assignmentMap, PXResultset <EPAssignmentRoute> routes)
{
PXSelectReadonly <EPAssignmentRoute,
Where <EPAssignmentRoute.assignmentMapID, Equal <Required <EPAssignmentMap.assignmentMapID> >,
And <EPAssignmentRoute.parent, Equal <Required <EPAssignmentRoute.assignmentRouteID> > > >, OrderBy <Asc <EPAssignmentRoute.sequence> > > rs = new PXSelectReadonly <EPAssignmentRoute, Where <EPAssignmentRoute.assignmentMapID, Equal <Required <EPAssignmentMap.assignmentMapID> >, And <EPAssignmentRoute.parent, Equal <Required <EPAssignmentRoute.assignmentRouteID> > > >, OrderBy <Asc <EPAssignmentRoute.sequence> > >(this);
foreach (EPAssignmentRoute route in routes)
{
if (route.AssignmentRouteID == null)
{
continue;
}
path.Add(route.AssignmentRouteID.Value);
if (IsPassed(item, route))
{
if (route.WorkgroupID != null || route.OwnerID != null || route.OwnerSource != null)
{
item.WorkgroupID = route.WorkgroupID;
item.OwnerID = null;
if (route.OwnerSource != null)
{
PXGraph graph = processGraph;
PXCache cache = graph.Caches[typeof(Table)];
string code = PXTemplateContentParser.Instance.Process(route.OwnerSource,
graph,
typeof(Table),
null
);
EPEmployee emp =
PXSelect <EPEmployee, Where <EPEmployee.acctCD, Equal <Required <EPEmployee.acctCD> > > >
.SelectWindowed(this, 0, 1, code);
item.OwnerID = emp != null ? emp.UserID : GUID.CreateGuid(code);
}
if (item.OwnerID == null)
{
item.OwnerID = route.OwnerID;
}
if (route.UseWorkgroupByOwner == true && item.WorkgroupID != null && item.OwnerID != null)
{
EPCompanyTreeMember member =
PXSelectJoin <EPCompanyTreeMember,
InnerJoin <EPCompanyTreeH, On <EPCompanyTreeH.workGroupID, Equal <EPCompanyTreeMember.workGroupID> >,
InnerJoin <EPEmployee, On <EPEmployee.userID, Equal <EPCompanyTreeMember.userID> > > >,
Where <EPCompanyTreeH.parentWGID, Equal <Required <EPCompanyTreeH.parentWGID> >,
And <EPCompanyTreeMember.userID, Equal <Required <EPCompanyTreeMember.userID> > > > >
.SelectWindowed(this, 0, 1, item.WorkgroupID, item.OwnerID);
if (member != null)
{
item.WorkgroupID = member.WorkGroupID;
}
}
if (item.WorkgroupID != null && item.OwnerID == null)
{
EPCompanyTreeMember owner = PXSelectJoin <EPCompanyTreeMember,
InnerJoin <EPEmployee, On <EPEmployee.userID, Equal <EPCompanyTreeMember.userID> > >,
Where <EPCompanyTreeMember.workGroupID, Equal <Required <EPCompanyTreeMember.workGroupID> >,
And <EPCompanyTreeMember.isOwner, Equal <boolTrue> > > > .Select(this, item.WorkgroupID);
if (owner != null)
{
item.OwnerID = owner.UserID;
}
}
PXTrace.WriteInformation(Messages.ProcessRouteSequence, route.Sequence);
return(true);
}
if (route.RouteID != null)
{
return(!path.Contains(route.RouteID.Value) &&
ProcessLevel(item, assignmentMap, PXSelectReadonly <EPAssignmentRoute>
.Search <EPAssignmentRoute.assignmentRouteID>(this, route.RouteID)));
}
PXResultset <EPAssignmentRoute> result = rs.Select(assignmentMap, route.AssignmentRouteID);
return(ProcessLevel(item, assignmentMap, result));
}
}
return(false);
}
private bool PreventEmailRoutingFor(Users user, EPEmployee employee)
{
return(user?.State == Users.state.Disabled ||
employee?.Status == BAccount.status.Inactive);
}
protected virtual void InsertARTran(ARInvoiceEntry arGraph, EPExpenseClaimDetails row, decimal signOperation, decimal tipQty = 1m, bool isTipTransaction = false)
{
CurrencyInfo curyInfo = PXSelect <CurrencyInfo> .Search <CurrencyInfo.curyInfoID>(arGraph, row.CuryInfoID);
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(arGraph);
ARTran tran = arGraph.Transactions.Insert();
if (isTipTransaction)
{
IN.InventoryItem tipItem = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(arGraph, epsetup.NonTaxableTipItem);
tran.InventoryID = epsetup.NonTaxableTipItem;
tran.Qty = tipQty;
tran.UOM = tipItem.BaseUnit;
tran.TranDesc = tipItem.Descr;
SetAmount(arGraph, row.CuryTipAmt, row.TipAmt, tipQty, signOperation, curyInfo, tran);
tran = arGraph.Transactions.Update(tran);
if (epsetup.UseReceiptAccountForTips == true)
{
tran.AccountID = row.SalesAccountID;
tran.SubID = row.SalesSubID;
}
else
{
Location companyloc = (Location)PXSelectJoin <Location,
InnerJoin <BAccountR, On <Location.bAccountID, Equal <BAccountR.bAccountID>,
And <Location.locationID, Equal <BAccountR.defLocationID> > >,
InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >,
Where <GL.Branch.branchID, Equal <Current <ARTran.branchID> > > > .Select(arGraph);
Contract contract = PXSelect <Contract, Where <Contract.contractID, Equal <Required <Contract.contractID> > > > .Select(this, row.ContractID);
PMTask task = PXSelect <PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.taskID, Equal <Required <PMTask.taskID> > > > > .Select(arGraph, row.ContractID, row.TaskID);
EPEmployee employee = (EPEmployee)PXSelect <EPEmployee> .Search <EPEmployee.bAccountID>(this, row != null?row.EmployeeID : null);
Location customerLocation = (Location)PXSelectorAttribute.Select <EPExpenseClaimDetails.customerLocationID>(arGraph.Caches[typeof(EPExpenseClaimDetails)], row);
int?employee_SubID = (int?)arGraph.Caches[typeof(EPEmployee)].GetValue <EPEmployee.salesSubID>(employee);
int?item_SubID = (int?)arGraph.Caches[typeof(IN.InventoryItem)].GetValue <IN.InventoryItem.salesSubID>(tipItem);
int?company_SubID = (int?)arGraph.Caches[typeof(Location)].GetValue <Location.cSalesSubID>(companyloc);
int?project_SubID = (int?)arGraph.Caches[typeof(Contract)].GetValue <Contract.defaultSubID>(contract);
int?task_SubID = (int?)arGraph.Caches[typeof(PMTask)].GetValue <PMTask.defaultSubID>(task);
int?location_SubID = (int?)arGraph.Caches[typeof(Location)].GetValue <Location.cSalesSubID>(customerLocation);
object value = SubAccountMaskAttribute.MakeSub <EPSetup.salesSubMask>(arGraph, epsetup.SalesSubMask,
new object[] { employee_SubID, item_SubID, company_SubID, project_SubID, task_SubID, location_SubID },
new Type[] { typeof(EPEmployee.salesSubID), typeof(IN.InventoryItem.salesSubID), typeof(Location.cSalesSubID), typeof(Contract.defaultSubID), typeof(PMTask.defaultSubID), typeof(Location.cSalesSubID) });
arGraph.Caches[typeof(ARTran)].RaiseFieldUpdating <ARTran.subID>(tran, ref value);
tran.SubID = (int?)value;
}
}
else
{
tran.InventoryID = row.InventoryID;
tran.Qty = row.Qty * signOperation;
tran.UOM = row.UOM;
tran = arGraph.Transactions.Update(tran);
tran.AccountID = row.SalesAccountID;
tran.SubID = row.SalesSubID;
tran.TranDesc = row.TranDesc;
//For gross taxes we can't put tranAmt. So we should use taxable amount
EPTaxTran firstLevelTaxTran = null;
foreach (EPTaxTran taxRow in PXSelect <EPTaxTran,
Where <EPTaxTran.claimDetailID, Equal <Required <EPTaxTran.claimDetailID> >,
And <EPTaxTran.isTipTax, Equal <False> > > > .Select(this, row.ClaimDetailID))
{
if (firstLevelTaxTran == null || Math.Abs(firstLevelTaxTran.CuryTaxableAmt ?? 0m) > Math.Abs(taxRow.CuryTaxableAmt ?? 0m))
{
firstLevelTaxTran = taxRow;
}
}
decimal?curyAmt = firstLevelTaxTran?.CuryTaxableAmt ?? row.CuryTaxableAmt;
decimal?amt = firstLevelTaxTran?.TaxableAmt ?? row.TaxableAmt;
SetAmount(arGraph, curyAmt, amt, row.Qty, signOperation, curyInfo, tran);
tran = arGraph.Transactions.Update(tran);
if (tran.CuryTaxableAmt != 0 && tran.CuryTaxableAmt != curyAmt) // indicates that we have gross/ iclusive taxes. In this case recalculation is required
{
curyAmt = row.CuryTaxableAmt;
amt = row.TaxableAmt;
SetAmount(arGraph, curyAmt, amt, row.Qty, signOperation, curyInfo, tran);
}
}
tran.Date = row.ExpenseDate;
tran.ManualPrice = true;
tran = arGraph.Transactions.Update(tran);
PXNoteAttribute.CopyNoteAndFiles(Caches[typeof(EPExpenseClaimDetails)], row, arGraph.Transactions.Cache, tran, Setup.Current.GetCopyNoteSettings <PXModule.ar>());
}
public static void ReleaseDoc(EPExpenseClaim claim)
{
APInvoiceEntry docgraph = PXGraph.CreateInstance <APInvoiceEntry>();
ExpenseClaimEntry expenseclaim = PXGraph.CreateInstance <ExpenseClaimEntry>();
if (claim.FinPeriodID == null)
{
throw new PXException(Messages.ReleaseClaimWithoutFinPeriod);
}
//docgraph.FieldVerifying.AddHandler<APInvoice.vendorLocationID>(APInterceptor);
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaim.employeeID> > > > .Select(docgraph, claim.EmployeeID);
Location emplocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <EPExpenseClaim.employeeID> >, And <Location.locationID, Equal <Required <EPExpenseClaim.locationID> > > > > .Select(docgraph, claim.EmployeeID, claim.LocationID);
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(docgraph);
APSetup apsetup = PXSelectReadonly <APSetup> .Select(docgraph);
docgraph.vendor.Current = employee;
docgraph.location.Current = emplocation;
CurrencyInfo infoOriginal = PXSelect <CurrencyInfo, Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaim.curyInfoID> > > > .Select(docgraph, claim.CuryInfoID);
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy(infoOriginal);
info.CuryInfoID = null;
info = docgraph.currencyinfo.Insert(info);
APInvoice invoice = new APInvoice();
invoice.CuryInfoID = info.CuryInfoID;
invoice.Hold = true;
invoice.Released = false;
invoice.Printed = false;
invoice.OpenDoc = true;
invoice.DocDate = claim.DocDate;
invoice.InvoiceNbr = claim.RefNbr;
invoice.DocDesc = claim.DocDesc;
invoice.VendorID = claim.EmployeeID;
invoice.CuryID = info.CuryID;
invoice.VendorLocationID = claim.LocationID;
invoice.APAccountID = emplocation != null ? emplocation.APAccountID : null;
invoice.APSubID = emplocation != null ? emplocation.APSubID : null;
invoice.TaxZoneID = claim.TaxZoneID;
invoice = docgraph.Document.Insert(invoice);
PXCache claimcache = docgraph.Caches[typeof(EPExpenseClaim)];
PXCache claimdetailcache = docgraph.Caches[typeof(EPExpenseClaimDetails)];
if (epsetup.CopyNotesAP == true)
{
string note = PXNoteAttribute.GetNote(claimcache, claim);
if (note != null)
{
PXNoteAttribute.SetNote(docgraph.Document.Cache, invoice, note);
}
}
if (epsetup.CopyFilesAP == true)
{
Guid[] files = PXNoteAttribute.GetFileNotes(claimcache, claim);
if (files != null && files.Length > 0)
{
PXNoteAttribute.SetFileNotes(docgraph.Document.Cache, invoice, files);
}
}
using (PXConnectionScope cs = new PXConnectionScope())
{
using (PXTransactionScope ts = new PXTransactionScope())
{
TaxAttribute.SetTaxCalc <APTran.taxCategoryID, APTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
foreach (PXResult <EPExpenseClaimDetails, Contract> res in PXSelectJoin <EPExpenseClaimDetails,
LeftJoin <Contract, On <EPExpenseClaimDetails.contractID, Equal <Contract.contractID> > >,
Where <EPExpenseClaimDetails.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
EPExpenseClaimDetails claimdetail = (EPExpenseClaimDetails)res;
Contract contract = (Contract)res;
if (claimdetail.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(expenseclaim, claimdetail.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
throw new PXException(PM.Messages.TaskInvisibleInModule, task.TaskCD, BatchModule.AP);
}
}
APTran tran = new APTran();
tran.InventoryID = claimdetail.InventoryID;
tran.TranDesc = claimdetail.TranDesc;
tran.CuryUnitCost = claimdetail.CuryUnitCost;
tran.Qty = claimdetail.Qty;
tran.UOM = claimdetail.UOM;
tran.NonBillable = claimdetail.Billable != true;
tran.CuryLineAmt = claimdetail.CuryTranAmt;
tran.Date = claimdetail.ExpenseDate;
if (contract.BaseType == PM.PMProject.ProjectBaseType.Project)
{
tran.ProjectID = claimdetail.ContractID;
}
else
{
tran.ProjectID = PM.ProjectDefaultAttribute.NonProject(docgraph);
}
tran.TaskID = claimdetail.TaskID;
tran.AccountID = claimdetail.ExpenseAccountID;
tran.SubID = claimdetail.ExpenseSubID;
tran.TaxCategoryID = claimdetail.TaxCategoryID;
tran = docgraph.Transactions.Insert(tran);
if (epsetup.CopyNotesAP == true)
{
string note = PXNoteAttribute.GetNote(claimdetailcache, claimdetail);
if (note != null)
{
PXNoteAttribute.SetNote(docgraph.Transactions.Cache, tran, note);
}
}
if (epsetup.CopyFilesAP == true)
{
Guid[] files = PXNoteAttribute.GetFileNotes(claimdetailcache, claimdetail);
if (files != null && files.Length > 0)
{
PXNoteAttribute.SetFileNotes(docgraph.Transactions.Cache, tran, files);
}
}
claimdetail.Released = true;
expenseclaim.ExpenseClaimDetails.Update(claimdetail);
}
foreach (EPTaxTran tax in PXSelect <EPTaxTran, Where <EPTaxTran.refNbr, Equal <Required <EPTaxTran.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
APTaxTran new_aptax = new APTaxTran();
new_aptax.TaxID = tax.TaxID;
new_aptax = docgraph.Taxes.Insert(new_aptax);
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.TaxRate = tax.TaxRate;
new_aptax.CuryTaxableAmt = tax.CuryTaxableAmt;
new_aptax.CuryTaxAmt = tax.CuryTaxAmt;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
}
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoice.Hold = false;
docgraph.Document.Update(invoice);
docgraph.Save.Press();
claim.Status = EPClaimStatus.Released;
claim.Released = true;
claim.APRefNbr = invoice.RefNbr;
claim.APDocType = invoice.DocType;
expenseclaim.ExpenseClaim.Update(claim);
#region EP History Update
EPHistory hist = new EPHistory();
hist.EmployeeID = invoice.VendorID;
hist.FinPeriodID = invoice.FinPeriodID;
hist = (EPHistory)expenseclaim.Caches[typeof(EPHistory)].Insert(hist);
hist.FinPtdClaimed += invoice.DocBal;
hist.FinYtdClaimed += invoice.DocBal;
if (invoice.FinPeriodID == invoice.TranPeriodID)
{
hist.TranPtdClaimed += invoice.DocBal;
hist.TranYtdClaimed += invoice.DocBal;
}
else
{
EPHistory tranhist = new EPHistory();
tranhist.EmployeeID = invoice.VendorID;
tranhist.FinPeriodID = invoice.TranPeriodID;
tranhist = (EPHistory)expenseclaim.Caches[typeof(EPHistory)].Insert(tranhist);
tranhist.TranPtdClaimed += invoice.DocBal;
tranhist.TranYtdClaimed += invoice.DocBal;
}
expenseclaim.Views.Caches.Add(typeof(EPHistory));
#endregion
expenseclaim.Save.Press();
ts.Complete();
}
}
if ((bool)epsetup.AutomaticReleaseAP == true)
{
List <APRegister> doclist = new List <APRegister>();
doclist.Add(docgraph.Document.Current);
APDocumentRelease.ReleaseDoc(doclist, false);
}
}
