public void ImportToQuickbooks(Gen4Transaction Gen4ImportTransaction)
{
var gen4Customer = (from c in Gen4Customers
where c.CustomerID == Gen4ImportTransaction.CustomerID
select c).Single();
var quickBookItem = (from i in QuickbookItems
where i.Name == gen4Customer.QuickbookPaymentPlan
select i).Single();
IdaQuickbookEntities ctxQuickbooks = new IdaQuickbookEntities();
if (Gen4ImportTransaction.TransactionType == "Invoice")
{
InvoiceLineItem myItem = new InvoiceLineItem();
myItem.CustomerId = gen4Customer.QuickbookCustomerID;
myItem.ItemId = quickBookItem.ID;
myItem.ItemQuantity = 1;
myItem.Memo = "TrxID: {" + Gen4ImportTransaction.TransactionID + "}, Type: {" + Gen4ImportTransaction.LeadType + "}, Source: {" + Gen4ImportTransaction.Source + "}";
ctxQuickbooks.InvoiceLineItems.AddObject(myItem);
ctxQuickbooks.SaveChanges();
}
else if (Gen4ImportTransaction.TransactionType == "Credit")
{
var quickbooksCustomer = (from q in QuickbooksCustomers
where q.ID == gen4Customer.QuickbookCustomerID
select q).Single();
CreditMemo creditItem = new CreditMemo();
creditItem.CustomerName = quickbooksCustomer.Name;
creditItem.CustomerId = gen4Customer.QuickbookCustomerID;
creditItem.ItemAggregate = "<CreditMemoLineItems><Row><ItemQuantity>1</ItemQuantity><ItemName>" + quickBookItem.FullName + "</ItemName></Row></CreditMemoLineItems>";
creditItem.Memo = "TrxID: {" + Gen4ImportTransaction.TransactionID + "}, Type: {" + Gen4ImportTransaction.LeadType + "}, Source: {" + Gen4ImportTransaction.Source + "}, ParentTrxID: {" + Gen4ImportTransaction.ParentTransactionID + "}";
ctxQuickbooks.CreditMemos.AddObject(creditItem);
ctxQuickbooks.SaveChanges();
}
Gen4LiveEntities gen4Ctx = new Gen4LiveEntities();
var gen4Transaction = (from t in gen4Ctx.Gen4PplLedger
where t.TransactionID == Gen4ImportTransaction.TransactionID
select t).Single();
gen4Transaction.IsReported = true;
gen4Transaction.ReportStatus = "Imported to QB on " + DateTime.Now.ToString();
gen4Transaction.LastModified = DateTime.Now;
gen4Ctx.SaveChanges();
}
public List<Gen4Transaction> GetIdaLeads(DateTime StartDate, DateTime EndDate, bool? IsReported, out ActionResult actionResult)
{
actionResult = new ActionResult();
Gen4Transactions = new List<Gen4Transaction>();
Gen4LiveEntities gen4Ctx = new Gen4LiveEntities();
if (IsReported.HasValue)
{
Gen4PplLedgerTransactions = (from l in gen4Ctx.Gen4PplLedger
where l.Created >= StartDate && l.Created <= EndDate
&& l.IsReported == IsReported
select l).ToList();
}
else
{
Gen4PplLedgerTransactions = (from l in gen4Ctx.Gen4PplLedger
where l.Created >= StartDate && l.Created <= EndDate
select l).ToList();
}
var CustomerLocationWebsiteIDs = (from w in gen4Ctx.Websites
join l in gen4Ctx.CustomerLocations on w.LocationID equals l.LocationID
join c in gen4Ctx.IdaCustomers on l.CustomerID equals c.CustomerID
select new
{
CustomerID = c.CustomerID,
LocationID = l.LocationID,
WebsiteID = w.WebsiteID
}).Distinct().ToList();
StringBuilder sbErrorMessages = new StringBuilder();
foreach (var ledgerTransaction in Gen4PplLedgerTransactions)
{
var customer = (from c in Gen4Customers
where c.CustomerID == ledgerTransaction.CustomerID
select c).SingleOrDefault();
if (customer == null)
{
if (ExcludedCustomers.ContainsKey(ledgerTransaction.CustomerID))
{
actionResult.IsErrorPresent = true;
sbErrorMessages.AppendLine("TrxID: " + ledgerTransaction.TransactionID + " belongs to an excluded Customer. Customer: " + ledgerTransaction.CustomerID + " - " + ExcludedCustomers[ledgerTransaction.CustomerID]);
sbErrorMessages.AppendLine(" If you would like to process this Transaction remove CustomerID from Excluded Customers XML file.\r\n");
continue;
}
}
Gen4Transaction newLead = new Gen4Transaction();
newLead.TransactionID = ledgerTransaction.TransactionID;
newLead.ParentTransactionID = ledgerTransaction.ParentTransactionID;
newLead.CustomerID = ledgerTransaction.CustomerID;
newLead.Company = customer.CompanyName;
newLead.CustomerName = customer.FirstName + " " + customer.LastName;
newLead.CustomerEmail = customer.Email;
newLead.CustomerPhone = customer.Phone;
newLead.LeadID = ledgerTransaction.LeadID;
newLead.LeadType = ledgerTransaction.LeadType;
newLead.MarketID = ledgerTransaction.MarketID;
newLead.Source = ledgerTransaction.Source;
newLead.Description = ledgerTransaction.Description;
newLead.TransactionType = ledgerTransaction.TransactionType;
newLead.IsReported = ledgerTransaction.IsReported;
newLead.Created = ledgerTransaction.Created;
newLead.ReportStatus = ledgerTransaction.ReportStatus;
if (ledgerTransaction.IsReported)
{
newLead.Action = QuickbooksAction.None;
//override any errors for already reported transactions
newLead.IsErrorPresent = false;
newLead.ErrorMessage = null;
}
else
{
newLead.Action = customer.Action;
newLead.IsErrorPresent = customer.IsErrorPresent;
newLead.ErrorMessage = customer.ErrorMessage;
}
Gen4Transactions.Add(newLead);
}
if (actionResult.IsErrorPresent)
{
actionResult.ErrorMessage = sbErrorMessages.ToString();
}
return Gen4Transactions;
}
