protected virtual void PMTemplateListSS_TemplateDefault_FieldVerifying(PXCache sender, PXFieldVerifyingEventArgs e)
        {
            PMTemplateListSS row = e.Row as PMTemplateListSS;

            if (row == null)
            {
                return;
            }
            object oldValue = sender.GetValue <PMTemplateListSS.templateDefault>(row);

            if (row.TemplateDefault != null && (bool)e.NewValue == true)
            {
                PXResultset <PMSSMapping> pmSSMappingRows = this.MappingSetup.Select();
                if (pmSSMappingRows.Count() > 0)
                {
                    PMSSMapping pmSSMappingRecord = pmSSMappingRows.RowCast <PMSSMapping>().Where(_ => !String.IsNullOrEmpty(_.NameAcu)).FirstOrDefault();
                    if (pmSSMappingRecord != null)
                    {
                        return;
                    }
                }
                e.NewValue = oldValue;
                sender.RaiseExceptionHandling <PMTemplateListSS.templateDefault>(e.Row, oldValue, new PXSetPropertyException(SmartsheetConstants.Messages.ERROR_TEMPLATE_DEFAULT, PXErrorLevel.RowError));
            }
        }
        protected void PMSSMapping_RowInserted(PXCache cache, PXRowInsertedEventArgs e)
        {
            if (e.Row == null)
            {
                return;
            }

            PMSSMapping      mappingRow             = (PMSSMapping)e.Row;
            PMTemplateListSS pmTemplateListSSRecord = this.TemplateSetup.Current;

            mappingRow.TemplateSS = pmTemplateListSSRecord.TemplateSS;
        }
        /// <summary>
        /// Updates SS Project with new Acumatica tasks not yet synced
        /// </summary>
        /// <param name="smartsheetClient"></param>
        /// <param name="columnMap"></param>
        /// <param name="projectEntryGraph"></param>
        /// <param name="sheetSelected"></param>
        /// <param name="smartSheetHelperObject"></param>
        public void UpdateSSProject(SmartsheetClient smartsheetClient,
                                    Dictionary <string, long> columnMap,
                                    ProjectEntry projectEntryGraph,
                                    long?sheetSelected,
                                    SmartsheetHelper smartSheetHelperObject, PXResultset <PMSSMapping> templateMappingSet)
        {
            //Add newly created rows to Smartsheet
            List <Row>  newRows = smartSheetHelperObject.InsertAcumaticaTasksInSS(projectEntryGraph, columnMap, null, false, templateMappingSet);
            IList <Row> ssRows  = smartsheetClient.SheetResources.RowResources.AddRows((long)sheetSelected, newRows);

            int ssTaskIDPosition = 0;

            if (ssRows.Count > 0 && ssRows[0].Cells != null)
            {
                //"TaskCD" is the linking element between the Acumatica Project's Tasks and the cell being used as the "Task" equivalent in the mapping definition
                PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();

                ssTaskIDPosition = smartSheetHelperObject.GetSSTaskPosition(ssRows[0].Cells, columnMap[mappingSS.NameSS]);
            }

            foreach (Row currentRow in ssRows)
            {
                foreach (PMTask acumaticaTask in projectEntryGraph.Tasks.Select())
                {
                    PMTaskSSExt pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(acumaticaTask);

                    if (pmTaskSSExtRow != null &&
                        pmTaskSSExtRow.UsrSmartsheetTaskID != null)
                    {
                        continue;
                    }

                    if (currentRow.Cells[ssTaskIDPosition].Value != null &&
                        acumaticaTask.TaskCD != null &&
                        string.Equals(currentRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), acumaticaTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
                    {
                        pmTaskSSExtRow.UsrSmartsheetTaskID = currentRow.Id;
                        projectEntryGraph.Tasks.Update(acumaticaTask);
                        break;
                    }
                }
            }
            return;
        }
Exemplo n.º 4
0
        /// <summary>
        /// Behavior of data obtained from SmartSheet to insert or update in Acumatica
        /// </summary>
        /// <param name="row"></param>
        /// <param name="columnPositionMap"></param>
        /// <param name="updatedSSRow"></param>
        /// <param name="pmTaskNewEntry"></param>
        /// <param name="projectEntryGraph"></param>
        /// <param name="durationVar"></param>
        public void SettingForSheets(PMSSMapping row, Dictionary <string, int> columnPositionMap, Row updatedSSRow, PMTask pmTaskNewEntry, ProjectEntry projectEntryGraph, string durationVar)
        {
            if (updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value != null)
            {
                if (updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value is DateTime)
                {
                    DateTime rowDate = (DateTime)updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value;
                    projectEntryGraph.Tasks.Cache.SetValueExt(pmTaskNewEntry, row.NameAcu, rowDate);
                }
                else
                {
                    //Duration has to be assigned before StartDate
                    if (row.NameAcu == SmartsheetConstants.ColumnMapping.DURATION)
                    {
                        durationVar = updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value.ToString().Replace("d", "");
                        projectEntryGraph.Tasks.Cache.SetValueExt(pmTaskNewEntry, row.NameAcu, durationVar);
                    }
                    else
                    {
                        if (row.NameAcu == SmartsheetConstants.ColumnMapping.PCT_COMPLETE)
                        {
                            decimal percent = Convert.ToDecimal(updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value.ToString().Replace("%", "")) * 100;
                            projectEntryGraph.Tasks.Cache.SetValueExt(pmTaskNewEntry, row.NameAcu, percent);
                        }
                        else
                        {
                            projectEntryGraph.Tasks.Cache.SetValueExt(pmTaskNewEntry, row.NameAcu, updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value.ToString());
                        }
                    }
                }

                if (row.NameAcu == SmartsheetConstants.ColumnMapping.START_DATE)
                {
                    if (!String.IsNullOrEmpty(durationVar))
                    {
                        int      durationRow = Convert.ToInt32(durationVar);
                        DateTime rowDate     = (DateTime)updatedSSRow.Cells[columnPositionMap[row.NameSS]].Value;
                        projectEntryGraph.Tasks.Cache.SetValueExt <PMTaskSSExt.duration>(pmTaskNewEntry, durationRow);
                    }
                }
            }
        }
        /// <summary>
        /// Inserts the columns that the SmartSheet Template has in Acumatica
        /// </summary>
        /// <param name="mappingCache"> </param>
        public void InsertTemplate(PXCache <PMSSMapping> mappingCache)
        {
            Dictionary <string, string> columnSheetSS = GetColumnSheet();

            this.Base.Caches <PMSSMapping>().Clear();

            int cont = 0;

            foreach (var sheetRow in columnSheetSS)
            {
                if (mappingCache.GetValue <PMSSMapping.cellSSID>(sheetRow.Value.ToString()) == null)
                {
                    PMSSMapping mappingRow = (PMSSMapping)mappingCache.Insert(new PMSSMapping
                    {
                        CellSSID   = cont++,
                        NameSS     = sheetRow.Key,
                        NameAcu    = null,
                        CellFormat = sheetRow.Value
                    });
                }
            }
        }
        /// <summary>
        /// Creates or updates the Smartsheet project with information from Acumatica.
        /// New Tasks created in Smartsheet will be updated back in Acumatica
        /// </summary>
        /// <param name="projectEntryGraph">Project Entry graph</param>
        /// <param name="pmProjectRow">PMProject record</param>
        /// <param name="smartsheetClient">Smartsheet's SDK Client</param>
        /// <param name="isMassProcess">Indicates if it's used in a processing page</param>
        public void CreateUpdateGanttProject(ProjectEntry projectEntryGraph, PMProject pmProjectRow, SmartsheetClient smartsheetClient, bool isMassProcess = false)
        {
            //Primary Data View is set
            projectEntryGraph.Project.Current = pmProjectRow;
            PMProjectSSExt pmProjectSSExt = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);

            PMSetup      setupRecord  = projectEntryGraph.Setup.Select();
            PMSetupSSExt pmSetupSSExt = PXCache <PMSetup> .GetExtension <PMSetupSSExt>(setupRecord);

            SmartsheetHelper smartSheetHelperObject = new SmartsheetHelper();

            if (String.IsNullOrEmpty(pmProjectSSExt.UsrTemplateSS))
            {
                throw new PXException(SmartsheetConstants.Messages.DEFAULT_TEMPLATE);
            }

            string sheetName = pmProjectRow.ContractCD.Trim() + " - " + pmProjectRow.Description.Trim();

            sheetName = smartSheetHelperObject.Left(sheetName, SmartsheetConstants.SSConstants.SS_PROJECT_NAME_LENGTH);

            try
            {
                long?sheetSelected;
                Dictionary <string, long> currentColumnMap = new Dictionary <string, long>();

                //////////////////
                //Information from Acumatica is updated in Smartsheet
                //////////////////

                PXResultset <PMSSMapping> templateMappingSet = PXSelect <
                    PMSSMapping,
                    Where <PMSSMapping.templateSS, Equal <Required <PMSSMapping.templateSS> > > >
                                                               .Select(projectEntryGraph, pmProjectSSExt.UsrTemplateSS);

                if (pmProjectSSExt != null &&
                    pmProjectSSExt.UsrSmartsheetContractID != null)        //Acumatica Project is already linked to SS
                {
                    sheetSelected = pmProjectSSExt.UsrSmartsheetContractID;

                    Sheet ssProjectSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);

                    //Columns ID Mapping
                    currentColumnMap = new Dictionary <string, long>();
                    foreach (Column currentColumn in ssProjectSheet.Columns)
                    {
                        currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
                    }

                    smartSheetHelperObject.UpdateSSProject(smartsheetClient, currentColumnMap, projectEntryGraph, sheetSelected, smartSheetHelperObject, templateMappingSet);
                }
                else //Acumatica Project has not been linked to Smartsheet
                {
                    //Sheet is created from a the template selected in the Project
                    Sheet sheet = new Sheet.CreateSheetFromTemplateBuilder(sheetName, Convert.ToInt64(pmProjectSSExt.UsrTemplateSS)).Build();
                    sheet = smartsheetClient.SheetResources.CreateSheet(sheet);

                    Sheet newlyCreatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheet.Id, null, null, null, null, null, null, null);

                    currentColumnMap = new Dictionary <string, long>();
                    foreach (Column currentColumn in newlyCreatedSheet.Columns)
                    {
                        currentColumnMap.Add(currentColumn.Title, (long)currentColumn.Id);
                    }

                    //Acumatica Tasks are added as Smartsheet rows
                    List <Row>  newSSRows = smartSheetHelperObject.InsertAcumaticaTasksInSS(projectEntryGraph, currentColumnMap, null, true, templateMappingSet);
                    IList <Row> ssRows    = smartsheetClient.SheetResources.RowResources.AddRows((long)sheet.Id, newSSRows);

                    int ssTaskIDPosition = 0;
                    if (ssRows.Count > 0 && ssRows[0].Cells != null)
                    {
                        PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();

                        ssTaskIDPosition = smartSheetHelperObject.GetSSTaskPosition(ssRows[0].Cells, currentColumnMap[mappingSS.NameSS]);
                    }

                    // Add SubTasks
                    smartSheetHelperObject.InsertAcumaticaSubTasks(projectEntryGraph, smartsheetClient, sheet, ssRows, smartSheetHelperObject, currentColumnMap, ssTaskIDPosition, templateMappingSet);

                    foreach (Row currentRow in ssRows)
                    {
                        foreach (PMTask rowTask in projectEntryGraph.Tasks.Select())
                        {
                            if (currentRow.Cells[ssTaskIDPosition].Value != null &&
                                rowTask.TaskCD != null &&
                                string.Equals(currentRow.Cells[ssTaskIDPosition].Value.ToString().Trim(), rowTask.TaskCD.Trim(), StringComparison.OrdinalIgnoreCase))
                            {
                                PMTaskSSExt pmTaskSSExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(rowTask);

                                pmTaskSSExtRow.UsrSmartsheetTaskID = currentRow.Id;
                                projectEntryGraph.Tasks.Update(rowTask);
                                break;
                            }
                        }
                    }

                    sheetSelected = (long)sheet.Id;

                    PMProjectSSExt pmProjectSSExtRow = PXCache <PMProject> .GetExtension <PMProjectSSExt>(pmProjectRow);

                    pmProjectSSExtRow.UsrSmartsheetContractID = sheetSelected;
                    projectEntryGraph.Project.Update(pmProjectRow);
                }


                //////////////////
                //Information from Smartsheet is updated in Acumatica
                //////////////////
                Sheet updatedSheet = smartsheetClient.SheetResources.GetSheet((long)sheetSelected, null, null, null, null, null, null, null);

                int columnPosition = 0;
                Dictionary <string, int> columnPositionMap = new Dictionary <string, int>();
                foreach (Column currentColumn in updatedSheet.Columns)
                {
                    columnPositionMap.Add(currentColumn.Title, columnPosition);
                    columnPosition += 1;
                }

                smartSheetHelperObject.UpdateAcumaticaTasks(projectEntryGraph, pmProjectRow, pmSetupSSExt, updatedSheet, columnPositionMap, templateMappingSet);

                projectEntryGraph.Actions.PressSave();

                if (isMassProcess)
                {
                    PXProcessing.SetInfo(String.Format(SmartsheetConstants.Messages.SUCCESSFULLY_SYNCED, pmProjectRow.ContractCD));
                }
            }
            catch (Exception e)
            {
                throw new PXException(e.Message);
            }
        }
Exemplo n.º 7
0
        /// <summary>
        /// Creates/Updates Acumatica Tasks with the Smartsheet modifications
        /// </summary>
        /// <param name="projectEntryGraph"></param>
        /// <param name="pmProjectRow"></param>
        /// <param name="pmSetupSSExt"></param>
        /// <param name="updatedSheet"></param>
        /// <param name="columnPositionMap"></param>
        public void UpdateAcumaticaTasks(ProjectEntry projectEntryGraph,
                                         PMProject pmProjectRow,
                                         PMSetupSSExt pmSetupSSExt,
                                         Sheet updatedSheet,
                                         Dictionary <string, int> columnPositionMap,
                                         PXResultset <PMSSMapping> templateMappingSet)
        {
            bool recordedInAcumatica   = false;
            int  primaryColumnPosition = 0;

            PMTask pmTaskNewEntry = new PMTask();

            foreach (Column updatedColumn in updatedSheet.Columns)
            {
                if (updatedColumn != null &&
                    updatedColumn.Primary != null &&
                    updatedColumn.Primary == true)
                {
                    foreach (Row updatedSSRow in updatedSheet.Rows)
                    {
                        if (updatedSSRow != null &&
                            updatedSSRow.ParentId != null)     //Subtasks are not synced back to Acumatica
                        {
                            continue;
                        }

                        PMTask      currentTaskRow = null;
                        PMTaskSSExt pmTaskSSExtRow = null;

                        foreach (PMTask taskRow in projectEntryGraph.Tasks.Select())
                        {
                            recordedInAcumatica = false;
                            pmTaskSSExtRow      = PXCache <PMTask> .GetExtension <PMTaskSSExt>(taskRow);

                            if (pmTaskSSExtRow != null &&
                                pmTaskSSExtRow.UsrSmartsheetTaskID == updatedSSRow.Id)
                            {
                                recordedInAcumatica = true;
                                currentTaskRow      = taskRow;
                                break;
                            }
                        }

                        if (recordedInAcumatica == false) //New Row in Smartsheet not yet added to Acumatica
                        {
                            //Fields retrieved: Task, Description, Start Date, End Date, % Complete,
                            if (updatedSSRow.Cells[primaryColumnPosition].Value != null)
                            {
                                pmTaskNewEntry           = new PMTask();
                                pmTaskNewEntry.ProjectID = pmProjectRow.ContractID;
                                pmTaskNewEntry.TaskCD    = updatedSSRow.Cells[primaryColumnPosition].Value.ToString();

                                PMTask taskCDValidation = (PMTask)projectEntryGraph.Tasks.Select()
                                                          .Where(t => ((PMTask)t).TaskCD.Trim().ToUpper() == updatedSSRow.Cells[primaryColumnPosition].Value.ToString().Trim().ToUpper()).FirstOrDefault();

                                if (taskCDValidation == null)
                                {
                                    projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.rateTableID>(pmTaskNewEntry, pmSetupSSExt.UsrDefaultRateTableID);
                                    projectEntryGraph.Tasks.Cache.SetValueExt <PMTask.status>(pmTaskNewEntry, SmartsheetConstants.SSConstants.ACTIVE);
                                    pmTaskNewEntry.Description = SmartsheetConstants.Messages.DEFAULT_TASK_DESCRIPTION;

                                    string durationVar = "";
                                    foreach (PMSSMapping row in templateMappingSet)
                                    {
                                        if (!String.IsNullOrEmpty(row.NameAcu))
                                        {
                                            SettingForSheets(row, columnPositionMap, updatedSSRow, pmTaskNewEntry, projectEntryGraph, durationVar);
                                        }
                                    }

                                    PMTaskSSExt pmTaskExtRow = PXCache <PMTask> .GetExtension <PMTaskSSExt>(pmTaskNewEntry);

                                    pmTaskExtRow.UsrSmartsheetTaskID = updatedSSRow.Id;
                                    //Insert() has to be invoked at the end as the order in which the values are assigned to the object depend on the iteration
                                    pmTaskNewEntry = projectEntryGraph.Tasks.Insert(pmTaskNewEntry);
                                }
                            }
                        }
                        else //Previously existing row in SS
                        {
                            pmTaskNewEntry = new PMTask();
                            //Fields updated: Description, Start Date, End Date, % complete.
                            if (updatedSSRow.Cells[primaryColumnPosition].Value != null)
                            {
                                if (currentTaskRow != null)
                                {
                                    // Find the Task to update it
                                    PMSSMapping mappingSS = templateMappingSet.Where(t => ((PMSSMapping)t).NameAcu.Trim().ToUpper() == SmartsheetConstants.ColumnMapping.TASKS_CD.Trim().ToUpper()).FirstOrDefault();

                                    pmTaskNewEntry = (PMTask)projectEntryGraph.Tasks.Select()
                                                     .Where(t => ((PMTask)t).TaskCD.Trim().ToUpper() == updatedSSRow.Cells[columnPositionMap[mappingSS.NameSS]].Value.ToString().Trim().ToUpper()).FirstOrDefault();
                                    string durationVar = "";

                                    foreach (PMSSMapping row in templateMappingSet)
                                    {
                                        if (!String.IsNullOrEmpty(row.NameAcu))
                                        {
                                            SettingForSheets(row, columnPositionMap, updatedSSRow, pmTaskNewEntry, projectEntryGraph, durationVar);
                                        }
                                    }
                                    currentTaskRow = projectEntryGraph.Tasks.Update(currentTaskRow);
                                }
                            }
                        }
                    }
                    break;
                }
                else
                {
                    primaryColumnPosition += 1;
                }
            }

            return;
        }