private void UpdateComplianceDocumentAmountsIfRequired(APAdjust adjustment, ComplianceDocument complianceDocument)
{
if (complianceDocument.DocumentType == GetLienWaiverDocumentTypeId())
{
UpdateComplianceDocumentAmounts(adjustment, complianceDocument);
}
}
public void UpdateExpirationIndicator(ComplianceDocument document)
{
if (document != null)
{
document.IsExpired = document.ExpirationDate < graph.Accessinfo.BusinessDate;
}
}
private void PersistComplianceDocument(ComplianceDocument complianceDocument)
{
var complianceDocumentCache = graph.Caches <ComplianceDocument>();
complianceDocumentCache.Update(complianceDocument);
complianceDocumentCache.PersistUpdated(complianceDocument);
}
private string CreateMessageLine(ComplianceDocument compliance)
{
var project = projectDataProvider.GetProject(graph, compliance.ProjectID);
var messageLine = $"{project.ContractCD}-{project.Description}";
return(AppendCommitments(compliance, messageLine));
}
public override void FieldUpdating(PXCache cache, PXFieldUpdatingEventArgs args)
{
if (args.NewValue != null)
{
var noteId = complianceDocumentEntityHelper.GetNoteId(cache.Graph, (string)args.NewValue);
if (noteId != null)
{
var oldReferenceId = (Guid?)cache.GetValue(args.Row, _FieldOrdinal);
var reference = InsertComplianceDocumentReference(cache, args, noteId);
args.NewValue = reference.ComplianceDocumentReferenceId;
TryDeleteReference(cache, oldReferenceId);
}
else
{
ComplianceDocument doc = args.Row as ComplianceDocument;
args.NewValue = cache.GetValue(doc, _FieldName);
args.Cancel = true;
}
}
else
{
DeleteExistingReference(cache, (ComplianceDocument)args.Row);
}
}
private void ValidateExpirationDateOnFieldSelecting(ComplianceDocument document, PXCache documentsCache)
{
if (document != null && document.ExpirationDate < graph.Accessinfo.BusinessDate)
{
RaiseComplianceDocumentIsExpiredException(documentsCache, document, document.ExpirationDate);
}
}
public static void SetComplianceDocumentReference <TField>(PXCache cache, ComplianceDocument doc, string docType, string refNumber, Guid?noteId)
where TField : IBqlField
{
cache.GetAttributesReadonly <TField>(doc)
.OfType <ComplianceDocumentRefNoteAttribute>().First()
.SetComplianceDocumentReference(cache, doc, docType, refNumber, noteId);
}
private void FillChangeOrderInfo(ComplianceDocument complianceDocument, PMChangeOrder changeOrder)
{
complianceDocument.ProjectID = changeOrder.ProjectID;
complianceDocument.CustomerID = changeOrder.CustomerID;
complianceDocument.CustomerName = GetCustomerName(changeOrder.CustomerID);
complianceDocument.ChangeOrderNumber = changeOrder.RefNbr;
FillAdditionalChangeOrderInfo(complianceDocument);
}
private string AppendCommitments(ComplianceDocument compliance, string messageLine)
{
var complianceDocumentReference = GetPurchaseOrderComplianceReference(compliance.PurchaseOrder);
messageLine = AddCommitmentIdIfExists(complianceDocumentReference?.ReferenceNumber, messageLine);
messageLine = AddCommitmentIdIfExists(compliance.Subcontract, messageLine);
return(string.Concat(messageLine, Constants.WarningMessageSymbols.NewLine));
}
private static void RaiseComplianceDocumentIsExpiredException(PXCache cache, ComplianceDocument document,
DateTime?expirationDate)
{
RaiseSingleIsExpiredException <ComplianceDocument.expirationDate>(
cache, document, expirationDate, PXErrorLevel.Warning);
RaiseSingleIsExpiredException <ComplianceDocument.isExpired>(
cache, document, document.IsExpired, PXErrorLevel.RowWarning);
}
private void UpdateCheckNumber(PXCache cache, ComplianceDocument document)
{
var checkNumber = document.ApCheckID.HasValue
? GetPayment(document.ApCheckID, cache.Graph)?.ExtRefNbr
: null;
cache.SetValue <ComplianceDocument.checkNumber>(document, checkNumber);
}
private LienWaiverReportGenerationModel GetReportInAppropriateFormat(
string format, NotificationSourceModel notificationSourceModel, ComplianceDocument complianceDocument)
{
return(format == NotificationFormat.Excel
? LienWaiverReportCreator.CreateReport(
notificationSourceModel.NotificationSource.ReportID, complianceDocument,
notificationSourceModel.IsJointCheck, ReportProcessor.FilterExcel, false)
: LienWaiverReportGenerationModel);
}
private static void RaiseSingleIsExpiredException <TField>(PXCache cache, ComplianceDocument document,
object fieldValue, PXErrorLevel errorLevel)
where TField : IBqlField
{
var exception = new PXSetPropertyException <TField>(
ComplianceMessages.ComplianceDocumentIsExpiredMessage, errorLevel);
cache.RaiseExceptionHandling <TField>(document, fieldValue, exception);
}
private void ValidateExpirationDateOnFieldVerifying(ComplianceDocument document, PXCache documentsCache,
DateTime?expirationDate)
{
documentsCache.ClearItemAttributes();
if (expirationDate != null && expirationDate < graph.Accessinfo.BusinessDate)
{
RaiseComplianceDocumentIsExpiredException(documentsCache, document, expirationDate);
}
}
private LienWaiverReportGenerationModel GetLienWaiverReportGenerationModel(string reportId,
ComplianceDocument complianceDocument)
{
return(new LienWaiverReportGenerationModel
{
Report = PXReportTools.LoadReport(reportId, null),
Parameters = GetReportParameters(complianceDocument)
});
}
protected virtual void ProcessLienWaiver(NotificationSourceModel notificationSourceModel,
ComplianceDocument complianceDocument)
{
PXProcessing.SetCurrentItem(complianceDocument);
LienWaiverReportGenerationModel = LienWaiverReportCreator.CreateReport(
notificationSourceModel.NotificationSource.ReportID, complianceDocument,
notificationSourceModel.IsJointCheck);
}
public void UpdateComplianceForJointCheck(JointPayee jointPayee, ComplianceDocument complianceDocument,
APRegister check)
{
if (IsSameJointVendorInternalId(jointPayee, complianceDocument) ||
IsSameJointVendorExternalName(jointPayee, complianceDocument))
{
UpdateComplianceDocument(complianceDocument, check, false);
}
}
private string CreateMessageLine(JointPayee jointPayee, ComplianceDocument compliance,
string vendorName)
{
var project = projectDataProvider.GetProject(graph, compliance.ProjectID);
var messageLine =
$"{jointPayee.JointPayeeExternalName ?? vendorName}, {project.ContractCD}-{project.Description}";
return(AppendCommitments(compliance, messageLine));
}
private void UpdateComplianceDocumentForVendorCheck(ComplianceDocument complianceDocument,
APRegister vendorCheck)
{
if (!complianceDocument.JointVendorInternalId.HasValue &&
complianceDocument.JointVendorExternalName.IsNullOrEmpty())
{
UpdateComplianceDocument(complianceDocument, vendorCheck, true);
}
}
private string GetVendorCd(ComplianceDocument complianceDocument)
{
var vendorId = isJointCheck
? complianceDocument.JointVendorInternalId
: complianceDocument.VendorID;
return(printEmailLienWaiversProcess.Select <BAccount>()
.SingleOrDefault(ven => ven.BAccountID == vendorId)?.AcctCD);
}
private void UpdateComplianceDocumentData(APAdjust adjustment, ComplianceDocument complianceDocument)
{
var payment = graph.Document.Current;
ComplianceDocumentRefNoteAttribute.SetComplianceDocumentReference <ComplianceDocument.apCheckId>(
graph.Caches <ComplianceDocument>(), complianceDocument, payment.DocType, payment.RefNbr, payment.NoteID);
UpdateComplianceDocumentAmountsIfRequired(adjustment, complianceDocument);
}
private string GetNameForLienWaiverReport(ComplianceDocument complianceDocument,
string format, string projectCd, string vendorCd)
{
var date = printEmailLienWaiversProcess.Accessinfo.BusinessDate;
var fileExtension = GetReportFileExtension(format);
return(string.Format(Constants.LienWaiverReportFileNamePattern,
complianceDocument.NoteID, projectCd, vendorCd, date, fileExtension));
}
private ComplianceDocument CreateLienWaiver()
{
lienWaiver = new ComplianceDocument
{
DocumentType = ComplianceAttributeTypeDataProvider.GetComplianceAttributeType(
Graph, ComplianceDocumentType.LienWaiver).ComplianceAttributeTypeID,
ProjectID = generationKey.ProjectId
};
return((ComplianceDocument)Cache.Insert(lienWaiver));
}
private void UpdateComplianceDocument(ComplianceDocument complianceDocument, APRegister check,
bool isVendorCheck)
{
if (complianceDocument.DocumentType == GetLienWaiverDocumentTypeId())
{
UpdateComplianceDocumentForLienWaiverType(complianceDocument, check, isVendorCheck);
}
ComplianceDocumentRefNoteAttribute.SetComplianceDocumentReference <ComplianceDocument.apCheckId>(
graph.Caches <ComplianceDocument>(), complianceDocument, check.DocType, check.RefNbr, check.NoteID);
}
private static bool IsSameJointVendorExternalName(JointPayee jointPayee, ComplianceDocument complianceDocument)
{
var jointPayeeExternalName = jointPayee.JointPayeeExternalName;
var jointVendorExternalName = complianceDocument.JointVendorExternalName;
return(!jointPayeeExternalName.IsNullOrEmpty() &&
!jointVendorExternalName.IsNullOrEmpty() &&
string.Equals(jointPayeeExternalName.Trim(), jointVendorExternalName.Trim(),
StringComparison.CurrentCultureIgnoreCase));
}
private void UpdateComplianceDocumentAmounts(APAdjust adjustment, ComplianceDocument complianceDocument)
{
complianceDocument.LienWaiverAmount = adjustment.CuryAdjgAmt;
var jointPayeePayments = GetJointPayeePaymentsAndJointPayees(adjustment);
if (jointPayeePayments.Any())
{
complianceDocument.JointAmount = GetTotalJointAmountToPay(jointPayeePayments);
}
}
public virtual void SetComplianceDocumentReference(PXCache cache, ComplianceDocument doc, string docType, string refNumber, Guid?noteId)
{
var oldReferenceId = (Guid?)cache.GetValue(doc, _FieldOrdinal);
var reference = InsertComplianceDocumentReference(cache.Graph, docType, refNumber, noteId);
cache.SetValue(doc, _FieldName, reference.ComplianceDocumentReferenceId);
TryDeleteReference(cache, oldReferenceId);
}
private Dictionary <string, string> GetReportParameters(
ComplianceDocument complianceDocument)
{
return(new Dictionary <string, string>
{
[Constants.LienWaiverReportParameters.ComplianceDocumentId] =
complianceDocument.ComplianceDocumentID.ToString(),
[Constants.LienWaiverReportParameters.IsJointCheck] = isJointCheck.ToString()
});
}
private void FillPurchaseOrderInfo(ComplianceDocument complianceDocument, POOrder poOrder, POLine poLine)
{
complianceDocument.VendorID = poOrder.VendorID;
complianceDocument.VendorName = GetVendorName(complianceDocument.VendorID);
complianceDocument.ProjectID = poLine?.ProjectID;
complianceDocument.CostTaskID = poLine?.TaskID;
complianceDocument.AccountID = poLine?.ExpenseAcctID;
complianceDocument.CostCodeID = poLine?.CostCodeID;
SetComplianceDocumentReference(complianceDocument, poOrder);
}
protected override void ProcessLienWaiver(NotificationSourceModel notificationSourceModel,
ComplianceDocument complianceDocument)
{
base.ProcessLienWaiver(notificationSourceModel, complianceDocument);
ConfigurePrintActionParameters(notificationSourceModel.NotificationSource.ReportID,
notificationSourceModel.NotificationSource.NBranchID);
UpdateLienWaiverProcessedStatus(complianceDocument);
PXProcessing.SetProcessed();
}
