private bool OnAccept(ClientInvoice clientInvoice)
{
//pass invoice data the the ReceiptResult to be passed later on by
//ReceiptResult to ReceiptResultViewModel
NavigationService.Navigate(new ReceiptResult(clientInvoice));
return(true);
}
//called by Reciept model with invoice data
public ReceiptResult(ClientInvoice clientInvoice)
{
InitializeComponent();
var dataContext = ((ReceiptResultViewModel)DataContext);
if (dataContext != null)
{
//pass invoice data to the view model
dataContext.ClientInvoice = clientInvoice;
}
}
public void Export(ClientInvoice clientInvoice)
{
ExcelPackage excel = new ExcelPackage();
excel.Workbook.Worksheets.Add("Client");
FillClientData(excel, clientInvoice);
foreach (var item in clientInvoice.LineInvoices)
{
GetExcelLine(excel, item);
}
SaveAsExcel(excel, FilePath);
}
void AssignInvoiceValues(ref ClientInvoice inv, ref ClientInvoice item)
{
inv.Invoice_No = item.Invoice_No;
inv.Date = item.Date;
inv.PurchaseOrder_No = item.PurchaseOrder_No;
inv.ProjectSite = item.ProjectSite;
inv.WayBill_No = item.WayBill_No;
inv.Description = item.Description;
inv.Amount = item.Amount;
inv.Vat_Nhil = item.Vat_Nhil;
inv.VatValue = item.VatValue;
inv.TotalAmount = item.TotalAmount;
inv.Remarks = item.Remarks;
}
public InvoiceViewModel()
{
AddInvoiceCommand = new RelayCommand(AddInvoice_E, AddInvoice_C);
SaveInvoice = new RelayCommand(SaveInvoice_E, SaveInvoice_C);
InvoiceHelper = new ClientInvoice();
DeleteInvoiceCommand = new RelayCommand(deleteInvoice_E, deleteInvoice_C);
ClearCommand = new RelayCommand(Clear_E);
//subscribe an event to be handled when ever the client list changes
clientChanged += InvoiceViewModel_clientChanged;
ViewInvoice = new RelayCommand(null, AddInvoice_C);
ShowAllInvoices = new RelayCommand(null, ShowAllInvoice_C);
SearchInvoiceCommand = new RelayCommand(_ =>
{
if (invoiceFor == "Clients")
{
if (db1 != null)
{
SaveSearch(ref db1);
}
else
{
db.SaveChanges();
}
db1 = new AppContext();
SearchInvoice(db1.Clients.Where(i => i.CompanyId == SelectedCompany.CompanyId).ToList(),
new AppContext().Clients.Where(i => i.CompanyId == SelectedCompany.CompanyId).ToList());
}
else if (invoiceFor == "Suppliers")
{
if (db1 != null)
{
SaveSearch(ref db1);
}
else
{
db.SaveChanges();
}
db1 = new AppContext();
SearchInvoice(db1.Suppliers.Where(i => i.CompanyId == SelectedCompany.CompanyId).ToList(),
new AppContext().Suppliers.Where(i => i.CompanyId == SelectedCompany.CompanyId).ToList());
}
});
}
private void deleteInvoice_E(object obj)
{
if (MessageBox.Show("Are you sure you want to delete the selected Invoice", "Confirm delete", MessageBoxButton.YesNo, MessageBoxImage.Question) == MessageBoxResult.Yes)
{
try
{
if (selectedInvoiceId == null || selectedInvoiceId < 0)
{
return;
}
if (invoiceFor == "Clients")
{
ClientInvoice iv = db.ClientInvoices.Find(selectedInvoiceId);
db.Clients.Find(CurrentSelectedId).Invoices.Remove(iv);
db.ClientInvoices.Remove(iv);
AllClients.Where(i => i.ClientId == CurrentSelectedId).First().Invoices.Remove(iv);
}
else if (invoiceFor == "Suppliers")
{
SupplierInvoice iv = db.SupplierInvoices.Find(selectedInvoiceId);
db.Suppliers.Find(CurrentSelectedId).Invoices.Remove(iv);
db.SupplierInvoices.Remove(iv);
AllSuppliers.Where(i => i.SupplierId == CurrentSelectedId).First().Invoices.Remove(iv);
}
db.SaveChanges();
refreshCs_E(null);
selectedInvoiceId = -1;
}
catch
{
MessageBox.Show("Unable to Delete Invoice", "Deletion Failed", MessageBoxButton.OK, MessageBoxImage.Information);
}
}
}
/// <summary>
/// //opens a worksheet in the ExcelPackage object and fills it with clientInvoice's data
/// </summary>
private void FillClientData(ExcelPackage excel, ClientInvoice clientInvoice)
{
var headerRow = new List <string[]>()
{
new string[] { "Client Name", "Month", "Year", "Total Price", "", }
};
// Determine the header range (e.g. A1:D1)
string headerRange = "A1:" + Char.ConvertFromUtf32(headerRow[0].Length + 64) + "1";
// Target a worksheet
var worksheet = excel.Workbook.Worksheets["Client"];
// Populate header row data
worksheet.Cells[headerRange].LoadFromArrays(headerRow);
worksheet.Cells[headerRange].Style.Font.Bold = true;
worksheet.Cells[headerRange].Style.Font.Size = 14;
worksheet.Cells[headerRange].Style.Font.Color.SetColor(System.Drawing.Color.Blue);
var headerRowData = new List <string[]>()
{
new string[] { clientInvoice.ClientName, clientInvoice.Month.ToString(), clientInvoice.Year.ToString(), clientInvoice.TotalPrice.ToString(), "", }
};
string headerRangeData = "A2:" + Char.ConvertFromUtf32(headerRowData[0].Length + 64) + "2";
worksheet.Cells[headerRangeData].LoadFromArrays(headerRowData);
var cellData = new List <object[]>()
;
cellData.Add(new object[] { "Line", "Package Price", "Out Of Package Total Price", "Total Price" });
foreach (var item in clientInvoice.LineInvoices)
{
cellData.Add(new object[] { item.LineNumber, item.PackagePrice, item.OutOfPackageTotalPrice, item.TotalPrice });
}
worksheet.Cells[5, 2].LoadFromArrays(cellData);
worksheet.Cells["A2:E2"].Style.Font.Bold = true;
worksheet.Cells["B5:E5"].Style.Font.Bold = true;
worksheet.DefaultColWidth = 25;
}
private void SaveInvoice(string ClientId, string StartDate, string EndDate, int InvoiceNumber, long totalAmount, InvoiceStatusEnum status)
{
DateTime StartDateParse = DateTime.Parse(StartDate);
DateTime EndDateParse = DateTime.Parse(EndDate);
var ifExists = Db.Invoices.Any(x => x.ClientId.ToString() == ClientId && x.StartDate == StartDateParse && x.EndDate == EndDateParse);
if (ifExists)
{
return;
}
var invoice = new ClientInvoice()
{
Id = Guid.NewGuid(),
CreatedAt = DateTime.Now,
ClientId = Guid.Parse(ClientId),
StartDate = StartDateParse,
EndDate = EndDateParse,
GeneratedAt = DateTime.Now,
InvoiceNumber = InvoiceNumber.ToString(),
Amount = totalAmount,
Status = (int)status,
Notes = "System generated invoice",
};
if (status == InvoiceStatusEnum.Sent)
{
invoice.SentOn = DateTime.Now;
}
Db.Invoices.Add(invoice);
Db.SaveChanges();
}
private void SaveInvoice_E(object obj)
{
if (invoiceFor == "Clients")
{
if (CurrentSelectedId < 1)
{
MessageBox.Show("Select a Client to add Invoice for");
return;
}
// create the temp invoice that would be saved in the database
ClientInvoice tempInvoice = (ShapeInvoice <ClientInvoice>() as ClientInvoice);
bool IsInvoiceValid = ValidateInvoice((dynamic)tempInvoice);
if (/*ti == null && */ IsInvoiceValid)
{
db.ClientInvoices.Add(tempInvoice);
db.SaveChanges();
InvoiceHelper = new ClientInvoice();
refreshCs_E(null);
// show messagebox to alert success;
MessageBox.Show("Client Invoice Added Successfully", "Success !! ", MessageBoxButton.OK, MessageBoxImage.Information);
return;
}
else if (!IsInvoiceValid)
{
return;
}
MessageBox.Show("An Error occured while adding client invoice", "Failed !! ", MessageBoxButton.OK, MessageBoxImage.Error);
}
else if (invoiceFor == "Suppliers")
{
if (CurrentSelectedId < 1)
{
MessageBox.Show("Select a Supplier to add Invoice for");
return;
}
SupplierInvoice tempInvoice = (ShapeInvoice <SupplierInvoice>() as SupplierInvoice);
// Check whether this invoice has already been added
SupplierInvoice ti;
try
{
ti = db.SupplierInvoices.Where(i => i.PurchaseOrder_No == tempInvoice.PurchaseOrder_No &&
i.ProjectSite == tempInvoice.ProjectSite && i.WayBill_No == tempInvoice.WayBill_No && i.Description == tempInvoice.Description &&
i.Amount == tempInvoice.Amount && i.Vat_Nhil == tempInvoice.Vat_Nhil && i.Remarks == tempInvoice.Remarks).FirstOrDefault();
}
catch { return; }
if (ti == null && ValidateInvoice((dynamic)tempInvoice))
{
db.SupplierInvoices.Add(tempInvoice);
db.SaveChanges();
InvoiceHelper = new ClientInvoice();
refreshCs_E(null);
// show messagebox to alert success;
MessageBox.Show("Supplier's Invoice Added Successfully", "Success !! ", MessageBoxButton.OK, MessageBoxImage.Information);
return;
}
MessageBox.Show("An Error occured while adding the Supplier's invoice", "Failed !! ", MessageBoxButton.OK, MessageBoxImage.Error);
}
}
private void Clear_E(object obj)
{
InvoiceHelper = new ClientInvoice();
}
private void ProcessInvoices(DateTime?startDate, DateTime?endDate)
{
//Get all deposits in date range
//Get all items that match the file numbers in the deposits
//Get all of the clients based on the items
//Get all of the salespeople for the clients
if (startDate.HasValue && endDate.HasValue)
{
var qbc = new QuickbooksClient(QuickbooksService.AppName);
var qb = new QuickbooksService();
UpdateStatus("Getting deposits from between dates");
List <QuickbooksDeposit> deposits = qb.GetDepositsByDateRange(startDate.Value, endDate.Value);
Dictionary <string, List <QuickbooksDeposit> > depositsByClient = deposits
.GroupBy(x =>
x.Memo.Substring(0, x.Memo.IndexOf("-"))
)
.ToDictionary(x => x.Key, x => x.ToList());
UpdateStatus("Gathering clients");
List <string> clientNames = deposits.Select(x => x.Memo.Substring(0, x.Memo.IndexOf("-"))).Distinct().ToList();
Dictionary <string, Client> clients = qb.GetClients().Where(x => clientNames.Contains(x.Name)).ToDictionary(x => x.Name, x => x);
List <string> fileNumbers = deposits.Select(x => x.Memo.Substring(0, x.Memo.IndexOf(" "))).Distinct().ToList();
UpdateStatus("Retrieving items to create invoice lines");
List <Claim> claims = qb.SearchClaims(fileNumbers, startDate.Value, endDate.Value);
Dictionary <string, List <Claim> > claimsByClient = claims
.GroupBy(x =>
x.FileNumber.Substring(0, x.FileNumber.IndexOf("-"))
)
.ToDictionary(x => x.Key, x => x.ToList());
UpdateStatus("Retrieving salesperson commission list");
List <Employee> salespersons = qbc.SearchEmployeesByName("{salesperson}");
Dictionary <string, PayrollWageItem> commissionItems = qb.GetActivePayrollItemsWage().Where(x => x.WageType == "Commission").ToDictionary(x => x.Name, x => x);
UpdateStatus("Building client invoices");
foreach (var client in clients)
{
if (!claimsByClient.ContainsKey(client.Key))
{
UpdateStatus("No deposits were found for " + client.Key);
continue;
}
else
{
UpdateStatus("_______________________________________________________________________");
UpdateStatus("Building invoice for " + client.Key + "");
}
var invoice = new ClientInvoice()
{
Client = client.Key,
Claims = claimsByClient[client.Key]
};
UpdateStatus("");
UpdateStatus("Invoice Lines");
int line = 1;
decimal invoiceTotal = 0;
decimal clientDueTotal = 0;
foreach (var claim in invoice.Claims)
{
decimal clientPercent = GetClientPercentForCheck(claim.FileNumber, client.Value);
decimal dueClient = clientPercent * claim.CheckAmount;
UpdateStatus(line + ". " + claim.FileNumber + "....." + claim.Description + "....." + claim.CheckAmount.ToString("c") + "....." + dueClient.ToString("c") + " Due Client");
clientDueTotal += dueClient;
invoiceTotal += claim.CheckAmount;
line++;
}
string items = invoice.Claims.Count > 1 ? "items" : "item";
UpdateStatus("Total: " + invoiceTotal.ToString("c"));
UpdateStatus("Client Due: " + clientDueTotal.ToString("c"));
UpdateStatus("Invoice complete");
//Build client invoice
}
UpdateStatus("Client invoices complete.");
UpdateStatus("Building salesperson invoices");
foreach (var salesperson in salespersons)
{
int line = 1;
UpdateStatus("Building commission invoice for " + salesperson.Name);
decimal invoiceTotal = 0;
decimal salesDueTotal = 0;
foreach (var commission in salesperson.Earnings)
{
if (claimsByClient.ContainsKey(commission.FullName))
{
var clientClaims = claimsByClient[commission.FullName];
foreach (var clientClaim in clientClaims)
{
decimal companyPercent = GetCompanyPercentForCheck(clientClaim.FileNumber, clients[commission.FullName]);
decimal companyAmount = companyPercent * clientClaim.CheckAmount;
decimal salesPersonDue = (commission.Amount / 100) * companyAmount;
UpdateStatus(line + ". " + clientClaim.FileNumber + "....." + clientClaim.Description + "....." + clientClaim.CheckAmount.ToString("c") + "....." + salesPersonDue.ToString("c") + " Commission Due");
salesDueTotal += salesPersonDue;
invoiceTotal += clientClaim.CheckAmount;
line++;
}
}
}
}
}
}
private void ProcessInvoices(DateTime?startDate, DateTime?endDate)
{
invoices.Dispatcher.Invoke(() =>
{
invoices.Children.Clear();
});
ResetStatus();
if (startDate.HasValue && endDate.HasValue)
{
var qbc = new QuickbooksClient(Settings.Default.CompanyFile, QuickbooksService.AppName);
var qb = new QuickbooksService(Settings.Default.CompanyFile);
UpdateStatus("Gathering deposits for " + startDate.Value.ToString("MM/dd/yy") + " to " + endDate.Value.ToString("MM/dd/yy"), UpdateType.Alert);
List <QuickbooksDeposit> deposits = qb.GetDepositsByDateRange(startDate.Value, endDate.Value);
List <DepositLine> checks = deposits.SelectMany(x => x.Lines).ToList();
var checksByClient = GetChecksByClient(checks);
if (checksByClient.Any(x => x.Key == "NO MEMO"))
{
var noMemoChecks = checksByClient["NO MEMO"];
var noMemoLine = String.Join(Environment.NewLine, noMemoChecks.Select(x => x.DepositDate + " Check#" + x.CheckNumber));
ShowWarning("The following cheks were missing a required Memo Line:" + noMemoLine + Environment.NewLine + " The memo should be formatted CLIENT-DATE TYPE (e.g. TRM-042419 LOU, TR-NV-042419-12345 LOU)");
}
if (checksByClient.Any(x => x.Key == "BADLY FORMATTED MEMO"))
{
var badMemoChecks = checksByClient["BADLY FORMATTED MEMO"];
var badMemoLine = String.Join(Environment.NewLine, badMemoChecks.Select(x => x.DepositDate + " Check#" + x.CheckNumber + " Memo: " + x.Memo));
ShowWarning("The following checks had a badly formatted memo: " + badMemoLine + Environment.NewLine + " The memo should be formatted CLIENT-DATE TYPE (e.g. TRM-042419 LOU, TR-NV-042419-12345 LOU)");
}
UpdateStatus("Gathering clients", UpdateType.Alert);
List <string> clientNames = checksByClient.Keys.Distinct().ToList();
Dictionary <string, Client> clients = qb.GetClients().Where(x => clientNames.Contains(x.Name)).ToDictionary(x => x.Name, x => x);
List <string> fileNumbers = checks.Select(x =>
GetFilenumberFromLineItem(x.Memo)
)
.Distinct()
.ToList();
UpdateStatus("Retrieving items to create invoice lines", UpdateType.Alert);
List <Claim> claims = qb.SearchClaims(fileNumbers, startDate.Value, endDate.Value);
Dictionary <string, List <Claim> > claimsByClient = GetClaimsByClient(claims);
if (claimsByClient.Any(x => x.Key == "NO FILENUMBER"))
{
var badClaims = claimsByClient["NO FILENUMBER"];
var badClaimsLine = String.Join(Environment.NewLine, badClaims.Select(
x => x.Description + " File#" + x.FileNumber + " Memo: " + x.Memo
));
ShowWarning("The following claim items had a badly formatted memo: " + badClaimsLine +
Environment.NewLine +
" The memo should be formatted CLIENT-DATE-TYPE (e.g. TRM-042419-LOU, TR-NV-042419-12345-LOU)");
}
foreach (var claimItem in claims)
{
if (claimItem.CheckAmount == 0)
{
var filenumber = claimItem.FileNumber.ToLower();
var matchingDeposit = checks.FirstOrDefault(x => x.Memo.ToLower().Contains(filenumber) || filenumber.Contains(x.Memo.ToLower()));
if (matchingDeposit != null)
{
claimItem.CheckAmount = matchingDeposit.Amount;
}
else
{
Console.WriteLine("Missing");
}
}
}
UpdateStatus("Retrieving salesperson commission list", UpdateType.Alert);
List <Employee> salespersons = qbc.SearchEmployeesByName("{salesperson}");
Dictionary <string, PayrollWageItem> commissionItems = qb.GetActivePayrollItemsWage().Where(x => x.WageType == "Commission").ToDictionary(x => x.Name, x => x);
UpdateStatus("Building client invoices", UpdateType.Alert);
foreach (var client in clients)
{
DataGrid datagrid = null;
var invoiceLines = new List <InvoiceLine>();
if (!claimsByClient.ContainsKey(client.Key))
{
UpdateStatus("No deposits were found for " + client.Key, UpdateType.Alert);
continue;
}
else
{
UpdateStatus("Client Invoice for " + client.Key + "", UpdateType.Title);
}
invoices.Dispatcher.Invoke(() => {
datagrid = GetInvoiceGrid("Client");
datagrid.Name = client.Key.Replace("-", "") + "GridClientInvoices";
invoices.Children.Add(datagrid);
datagrid.ItemsSource = invoiceLines;
});
var invoice = new ClientInvoice()
{
Client = client.Key,
Claims = claimsByClient[client.Key],
Checks = checksByClient[client.Key]
};
int line = 1;
decimal invoiceTotal = 0;
decimal clientDueTotal = 0;
foreach (var check in invoice.Checks)
{
var claim = invoice.Claims.FirstOrDefault(x => x.FileNumber == check.Memo);
decimal clientPercent = 0;
decimal dueClient = 0;
var filenumber = claim == null ? check.Memo : claim.FileNumber;
if (check.Amount < 0)
{
CultureInfo culture = CultureInfo.CreateSpecificCulture("en-US");
culture.NumberFormat.CurrencyNegativePattern = 1;
dueClient = check.Amount;
invoiceLines.Add(new InvoiceLine()
{
LineNumber = line.ToString(),
FileNumber = "Disbursements",
Description = claim?.Description,
CheckAmount = String.Format(culture, "{0:C}", dueClient),
AmountDue = String.Format(culture, "{0:C}", dueClient),
SplitRate = "",
CommissionRate = ""
});
}
else
{
clientPercent = GetClientPercentForCheck(filenumber, client.Value);
dueClient = clientPercent * check.Amount;
invoiceLines.Add(new InvoiceLine()
{
LineNumber = line.ToString(),
FileNumber = check.Memo,
Description = claim?.Description,
CheckAmount = check.Amount.ToString("c"),
AmountDue = dueClient.ToString("c"),
SplitRate = (clientPercent * 100).ToString("#.000"),
CommissionRate = ""
});
}
clientDueTotal += dueClient;
invoiceTotal += check.Amount;
line++;
}
string items = invoice.Claims.Count > 1 ? "items" : "item";
UpdateStatus("Storing invoice as purchase order...");
try
{
qb.AddClientInvoice(new Invoice()
{
ClientName = client.Key,
Lines = new List <InvoiceLine>(invoiceLines)
});
UpdateStatus($"Invoice for {client.Key} Successfully saved.");
}
catch (Exception ex)
{
UpdateStatus($"Saving invoice for {client.Key} failed due to error: {ex.Message}");
}
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "",
SplitRate = "",
CommissionRate = "",
AmountDue = ""
});
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "",
SplitRate = "",
CommissionRate = "Total Client Due",
AmountDue = clientDueTotal.ToString("c")
});
datagrid.Dispatcher.Invoke(() => {
datagrid.Items.Refresh();
});
UpdateStatus(" ");
}
UpdateStatus("Client invoices complete.", UpdateType.Alert);
UpdateStatus("Building salesperson invoices", UpdateType.Alert);
int salespersonCount = 0;
foreach (var salesperson in salespersons)
{
DataGrid datagrid = null;
var invoiceLines = new ObservableCollection <InvoiceLine>();
int line = 1;
decimal invoiceTotal = 0;
decimal salesDueTotal = 0;
foreach (var commission in salesperson.Earnings)
{
if (claimsByClient.ContainsKey(commission.FullName))
{
salespersonCount++;
UpdateStatus("Commission invoice for " + salesperson.Name, UpdateType.Title);
invoices.Dispatcher.Invoke(() =>
{
datagrid = GetInvoiceGrid("Salesperson");
datagrid.Name = salesperson.Name.Replace("-", "").Replace("{salesperson}", "").Replace(" ", "") + "SPClientInvoices";
invoices.Children.Add(datagrid);
datagrid.ItemsSource = invoiceLines;
});
var clientClaims = claimsByClient[commission.FullName];
foreach (var clientClaim in clientClaims)
{
if (clientClaim.CheckAmount < 0)
{
continue;
}
decimal companyPercent = GetCompanyPercentForCheck(clientClaim.FileNumber, clients[commission.FullName]);
decimal companyAmount = companyPercent * clientClaim.CheckAmount;
decimal salesPersonDue = (commission.Amount / 100) * companyAmount;
if (commission.AmountType == "Amount")
{
salesPersonDue = commission.Amount;
}
datagrid.Dispatcher.Invoke(() =>
{
invoiceLines.Add(new InvoiceLine()
{
LineNumber = line.ToString(),
FileNumber = clientClaim.FileNumber,
Description = clientClaim.Description,
CheckAmount = clientClaim.CheckAmount.ToString("c"),
SplitRate = (companyPercent * 100).ToString("#.000"),
CommissionRate = commission.Amount.ToString("#.000"),
AmountDue = salesPersonDue.ToString("c"),
CompanyAmount = companyPercent * clientClaim.CheckAmount,
IsFlatCommission = commission.AmountType == "Amount"
});
datagrid.Items.Refresh();
});
salesDueTotal += salesPersonDue;
invoiceTotal += clientClaim.CheckAmount;
line++;
}
}
}
if (invoiceLines.Count > 0)
{
qb.AddCommissionInvoice(new Invoice()
{
ClientName = salesperson.Name.Replace("{salesperson}", "").Trim() + " - COMMISSION",
Lines = new List <InvoiceLine>(invoiceLines)
});
datagrid.Dispatcher.Invoke(() =>
{
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "",
AmountDue = ""
});
invoiceLines.Add(new InvoiceLine()
{
LineNumber = "",
FileNumber = "",
Description = "",
CheckAmount = "Total Commissions",
AmountDue = salesDueTotal.ToString("c")
});
datagrid.Items.Refresh();
});
}
}
UpdateStatus(" ", UpdateType.Text);
UpdateStatus(" ", UpdateType.Text);
UpdateStatus($"{clients.Count} client invoices created", UpdateType.Alert);
UpdateStatus($"{salespersonCount} commission invoices created", UpdateType.Alert);
UpdateStatus("Completed Successfully", UpdateType.Alert);
}
}
