///<summary></summary>
public static void Update(Transaction trans) {
if(RemotingClient.RemotingRole==RemotingRole.ClientWeb) {
Meth.GetVoid(MethodBase.GetCurrentMethod(),trans);
return;
}
Crud.TransactionCrud.Update(trans);
}
///<summary></summary>
public static long Insert(Transaction trans) {
if(RemotingClient.RemotingRole==RemotingRole.ClientWeb) {
trans.TransactionNum=Meth.GetLong(MethodBase.GetCurrentMethod(),trans);
return trans.TransactionNum;
}
return Crud.TransactionCrud.Insert(trans);
}
///<summary></summary>
public Transaction Copy() {
Transaction t=new Transaction();
t.TransactionNum=TransactionNum;
t.DateTimeEntry=DateTimeEntry;
t.UserNum=UserNum;
t.DepositNum=DepositNum;
t.PayNum=PayNum;
return t;
}
///<summary></summary>
public FormTransactionEdit(long transNum,long accountNum)
{
//
// Required for Windows Form Designer support
//
InitializeComponent();
Lan.F(this);
TransCur=Transactions.GetTrans(transNum);
AccountOfOrigin=Accounts.GetAccount(accountNum);
//AccountNumOrigin=accountNumOrigin;
}
///<summary></summary>
public static bool IsReconciled(Transaction trans){
if(RemotingClient.RemotingRole==RemotingRole.ClientWeb) {
return Meth.GetBool(MethodBase.GetCurrentMethod(),trans);
}
string command="SELECT COUNT(*) FROM journalentry WHERE ReconcileNum !=0"
+" AND TransactionNum="+POut.Long(trans.TransactionNum);
if(Db.GetCount(command)=="0") {
return false;
}
return true;
}
///<summary>Also deletes all journal entries for the transaction. Will later throw an error if journal entries attached to any reconciles. Be sure to surround with try-catch.</summary>
public static void Delete(Transaction trans)
{
if(RemotingClient.RemotingRole==RemotingRole.ClientWeb) {
Meth.GetVoid(MethodBase.GetCurrentMethod(),trans);
return;
}
string command="DELETE FROM journalentry WHERE TransactionNum="+POut.Long(trans.TransactionNum);
Db.NonQ(command);
command= "DELETE FROM transaction WHERE TransactionNum = "+POut.Long(trans.TransactionNum);
Db.NonQ(command);
}
///<summary>Also deletes all journal entries for the transaction. Will later throw an error if journal entries attached to any reconciles. Be sure to surround with try-catch.</summary>
public static void Delete(Transaction trans) {
if(RemotingClient.RemotingRole==RemotingRole.ClientWeb) {
Meth.GetVoid(MethodBase.GetCurrentMethod(),trans);
return;
}
string command="SELECT IsLocked FROM journalentry j, reconcile r WHERE j.TransactionNum="+POut.Long(trans.TransactionNum)
+" AND j.ReconcileNum = r.ReconcileNum";
DataTable table=Db.GetTable(command);
if(table.Rows.Count>0) {
if(PIn.Int(table.Rows[0][0].ToString())==1) {
throw new ApplicationException(Lans.g("Transactions","Not allowed to delete transactions because it is attached to a reconcile that is locked."));
}
}
command="DELETE FROM journalentry WHERE TransactionNum="+POut.Long(trans.TransactionNum);
Db.NonQ(command);
command= "DELETE FROM transaction WHERE TransactionNum="+POut.Long(trans.TransactionNum);
Db.NonQ(command);
}
private void Add_Click(){
Transaction trans=new Transaction();
trans.UserNum=Security.CurUser.UserNum;
Transactions.Insert(trans);//we now have a TransactionNum, and datetimeEntry has been set
FormTransactionEdit FormT=new FormTransactionEdit(trans.TransactionNum,AccountCur.AccountNum);
FormT.IsNew=true;
FormT.ShowDialog();
if(FormT.DialogResult==DialogResult.Cancel){
//no need to try-catch, since no journal entries were saved.
Transactions.Delete(trans);
}
FillGrid();
}
///<summary>Only called once from FormPayment when trying to change an amount or an account on a payment that's already linked to the Accounting section or when trying to create a new link. This automates updating the Accounting section. Do not surround with try-catch, because it was already validated in ValidateLinkedEntries above. Use -1 for newAcct to indicate no changed. The name is required to give descriptions to new entries.</summary>
public static void AlterLinkedEntries(double oldAmt, double newAmt, bool isNew, long payNum, long newAcct,DateTime payDate,
string patName)
{
//No need to check RemotingRole; no call to db.
if(!Accounts.PaymentsLinked()) {
return;//user has not even set up accounting links.
}
bool amtChanged=false;
if(oldAmt!=newAmt) {
amtChanged=true;
}
Transaction trans=Transactions.GetAttachedToPayment(payNum);//this gives us the oldAcctNum
double absNew=newAmt;//absolute value of the new amount
if(newAmt<0) {
absNew=-newAmt;
}
//if(trans==null && (newAcct==0 || newAcct==-1)) {//then this method will not even be called
if(trans==null) {//no previous link, but user is trying to create one.
//this is the only case where a new trans is required.
trans=new Transaction();
trans.PayNum=payNum;
trans.UserNum=Security.CurUser.UserNum;
Transactions.Insert(trans);//sets entry date
//first the deposit entry
JournalEntry je=new JournalEntry();
je.AccountNum=newAcct;//DepositAccounts[comboDepositAccount.SelectedIndex];
je.CheckNumber=Lans.g("Payments","DEP");
je.DateDisplayed=payDate;//it would be nice to add security here.
if(absNew==newAmt){//amount is positive
je.DebitAmt=newAmt;
}
else{
je.CreditAmt=absNew;
}
je.Memo=Lans.g("Payments","Payment -")+" "+patName;
je.Splits=Accounts.GetDescript(PrefC.GetLong(PrefName.AccountingCashIncomeAccount));
je.TransactionNum=trans.TransactionNum;
JournalEntries.Insert(je);
//then, the income entry
je=new JournalEntry();
je.AccountNum=PrefC.GetLong(PrefName.AccountingCashIncomeAccount);
//je.CheckNumber=;
je.DateDisplayed=payDate;//it would be nice to add security here.
if(absNew==newAmt) {//amount is positive
je.CreditAmt=newAmt;
}
else {
je.DebitAmt=absNew;
}
je.Memo=Lans.g("Payments","Payment -")+" "+patName;
je.Splits=Accounts.GetDescript(newAcct);
je.TransactionNum=trans.TransactionNum;
JournalEntries.Insert(je);
return;
}
//at this point, we have established that there is a previous transaction.
List<JournalEntry> jeL=JournalEntries.GetForTrans(trans.TransactionNum);
long oldAcct=0;
JournalEntry jeDebit=null;
JournalEntry jeCredit=null;
bool signChanged=false;
double absOld=oldAmt;//the absolute value of the old amount
if(oldAmt<0){
absOld=-oldAmt;
}
if(oldAmt<0 && newAmt>0){
signChanged=true;
}
if(oldAmt>0 && newAmt<0){
signChanged=true;
}
for(int i=0;i<2;i++){
if(Accounts.GetAccount(jeL[i].AccountNum).AcctType==AccountType.Asset) {
oldAcct=jeL[i].AccountNum;
}
if(jeL[i].DebitAmt==absOld) {
jeDebit=jeL[i];
}
//old credit entry
if(jeL[i].CreditAmt==absOld) {
jeCredit=jeL[i];
}
}
//Already validated that both je's are not null, and that oldAcct is not 0.
if(newAcct==0){//detaching it from a linked transaction. We will delete the transaction
//we don't care about the amount
Transactions.Delete(trans);//we need to make sure this doesn't throw any exceptions by carefully checking all
//possibilities in the validation routine above.
return;
}
//Either the amount or the account changed on an existing linked transaction.
bool acctChanged=false;
if(newAcct!=-1 && oldAcct!=newAcct) {
acctChanged=true;//changing linked acctNum
}
if(amtChanged){
if(signChanged) {
jeDebit.DebitAmt=0;
jeDebit.CreditAmt=absNew;
jeCredit.DebitAmt=absNew;
jeCredit.CreditAmt=0;
}
else {
jeDebit.DebitAmt=absNew;
jeCredit.CreditAmt=absNew;
}
}
if(acctChanged){
if(jeDebit.AccountNum==oldAcct){
jeDebit.AccountNum=newAcct;
}
if(jeCredit.AccountNum==oldAcct) {
jeCredit.AccountNum=newAcct;
}
}
JournalEntries.Update(jeDebit);
JournalEntries.Update(jeCredit);
}
///<summary>Saves the selected rows to database. MUST close window after this.</summary>
private bool SaveToDB(){
if(textDate.errorProvider1.GetError(textDate)!=""){
MsgBox.Show(this,"Please fix data entry errors first.");
return false;
}
//Prevent backdating----------------------------------------------------------------------------------------
DateTime date=PIn.Date(textDate.Text);
//We enforce security here based on date displayed, not date entered
if(!Security.IsAuthorized(Permissions.DepositSlips,date)) {
return false;
}
DepositCur.DateDeposit=PIn.Date(textDate.Text);
//amount already handled.
DepositCur.BankAccountInfo=PIn.String(textBankAccountInfo.Text);
DepositCur.Memo=PIn.String(textMemo.Text);
if(IsNew){
if(gridPat.SelectedIndices.Length+gridIns.SelectedIndices.Length>18 && IsQuickBooks) {
if(!MsgBox.Show(this,MsgBoxButtons.YesNo,"No more than 18 items will fit on a QuickBooks deposit slip. Continue anyway?")) {
return false;
}
}
else if(gridPat.SelectedIndices.Length+gridIns.SelectedIndices.Length>32) {
if(!MsgBox.Show(this,MsgBoxButtons.YesNo,"No more than 32 items will fit on a deposit slip. Continue anyway?")) {
return false;
}
}
//Deposits.Insert(DepositCur);
if(Accounts.DepositsLinked() && DepositCur.Amount>0) {
if(IsQuickBooks) {//Create a deposit in QuickBooks.
if(!CreateDepositQB(true)) {
return false;
}
Deposits.Insert(DepositCur);
}
else {
Deposits.Insert(DepositCur);
//create a transaction here
Transaction trans=new Transaction();
trans.DepositNum=DepositCur.DepositNum;
trans.UserNum=Security.CurUser.UserNum;
Transactions.Insert(trans);
//first the deposit entry
JournalEntry je=new JournalEntry();
je.AccountNum=DepositAccounts[comboDepositAccount.SelectedIndex];
je.CheckNumber=Lan.g(this,"DEP");
je.DateDisplayed=DepositCur.DateDeposit;//it would be nice to add security here.
je.DebitAmt=DepositCur.Amount;
je.Memo=Lan.g(this,"Deposit");
je.Splits=Accounts.GetDescript(PrefC.GetLong(PrefName.AccountingIncomeAccount));
je.TransactionNum=trans.TransactionNum;
JournalEntries.Insert(je);
//then, the income entry
je=new JournalEntry();
je.AccountNum=PrefC.GetLong(PrefName.AccountingIncomeAccount);
//je.CheckNumber=;
je.DateDisplayed=DepositCur.DateDeposit;//it would be nice to add security here.
je.CreditAmt=DepositCur.Amount;
je.Memo=Lan.g(this,"Deposit");
je.Splits=Accounts.GetDescript(DepositAccounts[comboDepositAccount.SelectedIndex]);
je.TransactionNum=trans.TransactionNum;
JournalEntries.Insert(je);
}
}
else {//Deposits are not linked or deposit amount is not greater than 0.
Deposits.Insert(DepositCur);
}
}
else{
Deposits.Update(DepositCur);
}
if(IsNew){//never allowed to change or attach more checks after initial creation of deposit slip
for(int i=0;i<gridPat.SelectedIndices.Length;i++){
PatPayList[gridPat.SelectedIndices[i]].DepositNum=DepositCur.DepositNum;
Payments.Update(PatPayList[gridPat.SelectedIndices[i]],false);
}
for(int i=0;i<gridIns.SelectedIndices.Length;i++){
ClaimPayList[gridIns.SelectedIndices[i]].DepositNum=DepositCur.DepositNum;
ClaimPayments.Update(ClaimPayList[gridIns.SelectedIndices[i]]);
}
}
if(IsNew) {
SecurityLogs.MakeLogEntry(Permissions.DepositSlips,0,
DepositCur.DateDeposit.ToShortDateString()+" New "+DepositCur.Amount.ToString("c"));
}
else {
SecurityLogs.MakeLogEntry(Permissions.AdjustmentEdit,0,
DepositCur.DateDeposit.ToShortDateString()+" "+DepositCur.Amount.ToString("c"));
}
return true;
}
