/*
* private void GenerateReports(Object Sender, EventArgs e)
* {
* String CurrencySelect = (this.rbtBase.Checked ? MFinanceConstants.CURRENCY_BASE : MFinanceConstants.CURRENCY_INTERNATIONAL);
* bool DoGenerateHOSAReports = chkHOSAReport.Checked;
* bool DoEmailHOSAReports = chkEmailHOSAReport.Checked;
* bool DoGenerateHOSAFiles = chkHOSAFile.Checked;
* bool DoEmailHOSAFiles = chkEmailHOSAFile.Checked;
*
* TVerificationResultCollection VerificationResults;
*
* string msg = string.Empty;
* string SuccessfullCostCentres = string.Empty;
* string FailedCostCentres = string.Empty;
*
* int SelectedReportPeriod = cmbReportPeriod.GetSelectedInt32();
* int SelectedICHNumber = cmbICHNumber.GetSelectedInt32();
*
* if (!ValidReportPeriod())
* {
* return;
* }
*
* String HOSAFilePrefix = txtHOSAPrefix.Text;
*
* if (HOSAFilePrefix.Length == 0)
* {
* HOSAFilePrefix = Catalog.GetString("HOSAFilesExportFor");
* }
* else
* {
* Int32 IndexOfInvalidFilenameCharacter = HOSAFilePrefix.IndexOfAny(Path.GetInvalidFileNameChars());
*
* if (IndexOfInvalidFilenameCharacter >= 0)
* {
* msg = String.Format("The HOSA File Prefix: '{0}', contains characters not valid in a filename: {1}{2}{2}Please remove and retry.",
* HOSAFilePrefix,
* String.Join(", ", Path.GetInvalidFileNameChars()),
* Environment.NewLine);
*
* MessageBox.Show(msg, "Generate HOSA Reports and Files", MessageBoxButtons.OK, MessageBoxIcon.Exclamation);
*
* txtHOSAPrefix.Focus();
* txtHOSAPrefix.Select(IndexOfInvalidFilenameCharacter, 1);
* return;
* }
* }
*
* try
* {
* Cursor = Cursors.WaitCursor;
*
* DataTable ICHNumbers = TDataCache.TMFinance.GetCacheableFinanceTable(TCacheableFinanceTablesEnum.ICHStewardshipList, FLedgerNumber);
*
* //Filter for current period
* if (SelectedICHNumber != 0)
* {
* ICHNumbers.DefaultView.RowFilter = String.Format("{0}={1} And {2}={3}",
* AIchStewardshipTable.GetPeriodNumberDBName(),
* SelectedReportPeriod,
* AIchStewardshipTable.GetIchNumberDBName(),
* SelectedICHNumber);
* }
* else
* {
* ICHNumbers.DefaultView.RowFilter = String.Format("{0}={1}",
* AIchStewardshipTable.GetPeriodNumberDBName(),
* SelectedReportPeriod);
* }
*
* ICHNumbers.DefaultView.Sort = AIchStewardshipTable.GetCostCentreCodeDBName();
*
* foreach (DataRowView tmpRow in ICHNumbers.DefaultView)
* {
* AIchStewardshipRow ichRow = (AIchStewardshipRow)tmpRow.Row;
* bool HOSASuccess = false;
*
* String CostCentreCode = ichRow.CostCentreCode;
*
* if (DoGenerateHOSAReports)
* {
* //TODO code to generate the HOSA reports
* TRemote.MFinance.ICH.WebConnectors.GenerateHOSAReports(FLedgerNumber,
* cmbReportPeriod.GetSelectedInt32(),
* cmbICHNumber.GetSelectedInt32(),
* CurrencySelect,
* out VerificationResults);
* HOSASuccess = !VerificationResults.HasCriticalErrors;
* }
* else if (DoGenerateHOSAFiles)
* {
* String FileName = TClientSettings.PathTemp + Path.DirectorySeparatorChar + HOSAFilePrefix + CostCentreCode + ".csv";
* HOSASuccess = TRemote.MFinance.ICH.WebConnectors.GenerateHOSAFiles(FLedgerNumber, cmbReportPeriod.GetSelectedInt32(),
* cmbICHNumber.GetSelectedInt32(), CostCentreCode, CurrencySelect, FileName, out VerificationResults);
* }
*
* if (HOSASuccess)
* {
* if (SuccessfullCostCentres.Length == 0)
* {
* SuccessfullCostCentres = CostCentreCode;
* }
* else
* {
* SuccessfullCostCentres += ", " + CostCentreCode;
* }
* }
* else
* {
* if (FailedCostCentres.Length == 0)
* {
* FailedCostCentres = CostCentreCode;
* }
* else
* {
* FailedCostCentres += ", " + CostCentreCode;
* }
* }
* }
*
* Cursor = Cursors.Default;
*
* if (SuccessfullCostCentres.Length > 0)
* {
* msg = String.Format(Catalog.GetString("HOSA file generated successfully for Cost Centre(s):{0}{0}{1}{0}{0}"),
* Environment.NewLine,
* SuccessfullCostCentres);
* }
*
* if (FailedCostCentres.Length > 0)
* {
* msg += String.Format(Catalog.GetString("HOSA generation FAILED for Cost Centre(s):{0}{0}{1}"),
* Environment.NewLine,
* FailedCostCentres);
* }
*
* if (msg.Length == 0)
* {
* msg = Catalog.GetString("Stewardship Calculations haven't been run or no transactions to process.");
* }
*
* MessageBox.Show(msg, Catalog.GetString("Generate Reports"));
* }
* finally
* {
* Cursor = Cursors.Default;
* }
* }
* private bool ValidReportPeriod()
* {
* if (cmbReportPeriod.SelectedIndex > -1)
* {
* return true;
* }
* else if (cmbReportPeriod.Count > 0)
* {
* MessageBox.Show(Catalog.GetString("Please select a valid reporting period first."));
* cmbReportPeriod.Focus();
* }
*
* return false;
* }
*/
private void ViewReportTemplate(TRptCalculator ACalc)
{
String ReportName = "";
if (chkRecipient.Checked)
{
ReportName = "Recipient Gift Statement";
}
if (chkFees.Checked)
{
ReportName = "Fees";
}
if (chkStewardship.Checked)
{
ReportName = "Stewardship";
}
if (chkHOSA.Checked)
{
ReportName = "HOSA";
}
if (ReportName == "")
{
return;
}
MyFastReportsPlugin = new FastReportsWrapper(ReportName);
MyFastReportsPlugin.DesignReport(ACalc);
}
//
// New methods using the Fast-reports DLL:
// This form generates a clutch of different reports.
// In this method, a new FastReportsWrapper is used for each selected report type.
private void GenerateAllSelectedReports(TRptCalculator ACalc)
{
// "Stewardship";
MyFastReportsPlugin = new FastReportsWrapper("Stewardship");
MyFastReportsPlugin.SetDataGetter(LoadStewardshipReportData);
MyFastReportsPlugin.GenerateReport(ACalc);
}
/// <summary>
/// Print or reprint the posting report for this batch.
/// </summary>
public static void PrintPostingRegister(Int32 ALedgerNumber, Int32 ABatchNumber, Boolean AEditTemplate = false)
{
FastReportsWrapper ReportingEngine = new FastReportsWrapper("Batch Posting Register");
if (!ReportingEngine.LoadedOK)
{
ReportingEngine.ShowErrorPopup();
return;
}
GLBatchTDS BatchTDS = TRemote.MFinance.GL.WebConnectors.LoadABatchAndContent(ALedgerNumber, ABatchNumber);
TRptCalculator Calc = new TRptCalculator();
ALedgerRow LedgerRow = BatchTDS.ALedger[0];
//Call RegisterData to give the data to the template
ReportingEngine.RegisterData(BatchTDS.ABatch, "ABatch");
ReportingEngine.RegisterData(BatchTDS.AJournal, "AJournal");
ReportingEngine.RegisterData(BatchTDS.ATransaction, "ATransaction");
Calc.AddParameter("param_batch_number_i", ABatchNumber);
Calc.AddParameter("param_ledger_number_i", ALedgerNumber);
String LedgerName = TRemote.MFinance.Reporting.WebConnectors.GetLedgerName(ALedgerNumber);
Calc.AddStringParameter("param_ledger_name", LedgerName);
if (AEditTemplate)
{
ReportingEngine.DesignReport(Calc);
}
else
{
ReportingEngine.GenerateReport(Calc);
}
}
/// <summary>
/// Print out the Motivation Details using FastReports template.
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void FilePrint(object sender, EventArgs e)
{
FastReportsWrapper ReportingEngine = new FastReportsWrapper("Motivation Details");
if (!ReportingEngine.LoadedOK)
{
ReportingEngine.ShowErrorPopup();
return;
}
ReportingEngine.RegisterData(FMainDS.AMotivationDetail, "MotivationDetail");
TRptCalculator Calc = new TRptCalculator();
ALedgerRow LedgerRow = FMainDS.ALedger[0];
Calc.AddParameter("param_ledger_number_i", LedgerRow.LedgerNumber);
Calc.AddStringParameter("param_ledger_name", LedgerRow.LedgerName);
if (ModifierKeys.HasFlag(Keys.Control))
{
ReportingEngine.DesignReport(Calc);
}
else
{
ReportingEngine.GenerateReport(Calc);
}
}
//
// New methods using the Fast-reports DLL:
// This form generates a clutch of different reports.
// In this method, a new FastReportsWrapper is used for each selected report type.
private void GenerateAllSelectedReports(TRptCalculator ACalc)
{
FStatusMsg = "";
if (chkHOSA.Enabled && chkHOSA.Checked)
{
FStatusMsg += Catalog.GetString("\r\nAll HOSAs:");
MyFastReportsPlugin = new FastReportsWrapper("HOSA");
MyFastReportsPlugin.SetDataGetter(LoadHosaReportData);
MyFastReportsPlugin.GenerateReport(ACalc);
}
if (chkStewardship.Enabled && chkStewardship.Checked)
{
FStatusMsg += Catalog.GetString("\r\nStewardship Report:");
MyFastReportsPlugin = new FastReportsWrapper("Stewardship");
MyFastReportsPlugin.SetDataGetter(LoadStewardshipReportData);
MyFastReportsPlugin.GenerateReport(ACalc);
}
if (chkFees.Enabled && chkFees.Checked)
{
FStatusMsg += Catalog.GetString("\r\nFees Report:");
MyFastReportsPlugin = new FastReportsWrapper("Fees");
MyFastReportsPlugin.SetDataGetter(LoadFeesReportData);
MyFastReportsPlugin.GenerateReport(ACalc);
}
// complex way of stepping around the Windows non-thread-safe controls problem!
FStatusMsg += Catalog.GetString("\r\n\r\nReport generation complete.");
this.Invoke(new CrossThreadUpdate(ShowReportStatus));
}
} // Initialise Dictionary
private Boolean LoadHosaReportData(TRptCalculator ACalc)
{
InitialiseDictionary(ACalc);
ACalc.AddStringParameter("param_cost_centre_codes", "ALL");
ACalc.AddStringParameter("param_filter_cost_centres", "");
ACalc.AddStringParameter("param_linked_partner_cc", ""); // Used for auto-emailing HOSAs, this is usually blank.
ACalc.AddParameter("param_include_rgs", !chkRecipient.Enabled || chkRecipient.Checked);
Boolean DataOk = TFrmHOSA.LoadReportDataStaticInner(this, FPetraUtilsObject, MyFastReportsPlugin, ACalc);
if ((!ACalc.GetParameters().Get("param_design_template").ToBool()) &&
(rbtEmailHosa.Checked))
{
ACalc.AddStringParameter("param_currency", "Base"); // Always email HOSAs in Base Currency
FStatusMsg += FastReportsWrapper.AutoEmailReports(FPetraUtilsObject, MyFastReportsPlugin, ACalc, FLedgerNumber, "Foreign");
return(false);
}
return(DataOk);
} // Load Hosa Report Data
private void ViewReportTemplate(TRptCalculator ACalc)
{
String ReportName = "";
if (chkFees.Enabled && chkFees.Checked)
{
ReportName = "Fees";
}
if (chkStewardship.Enabled && chkStewardship.Checked)
{
ReportName = "Stewardship";
}
if (chkHOSA.Enabled && chkHOSA.Checked)
{
ReportName = "HOSA";
}
if (ReportName == "")
{
return;
}
MyFastReportsPlugin = new FastReportsWrapper(ReportName);
if (chkFees.Enabled && chkFees.Checked)
{
MyFastReportsPlugin.SetDataGetter(LoadFeesReportData);
}
if (chkStewardship.Enabled && chkStewardship.Checked)
{
MyFastReportsPlugin.SetDataGetter(LoadStewardshipReportData);
}
if (chkHOSA.Enabled && chkHOSA.Checked)
{
MyFastReportsPlugin.SetDataGetter(LoadHosaReportData);
}
MyFastReportsPlugin.DesignReport(ACalc);
}
/// <summary>
/// Print out the Hierarchy using FastReports template.
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void FilePrint(object sender, EventArgs e)
{
FastReportsWrapper ReportingEngine = new FastReportsWrapper("Duplicate Address Check");
if (!ReportingEngine.LoadedOK)
{
ReportingEngine.ShowErrorPopup();
return;
}
ReportingEngine.RegisterData(FDuplicateLocations, "DuplicateLocations");
TRptCalculator Calc = new TRptCalculator();
if (ModifierKeys.HasFlag(Keys.Control))
{
ReportingEngine.DesignReport(Calc);
}
else
{
ReportingEngine.GenerateReport(Calc);
}
}
/// <summary>
/// Print out the Hierarchy using FastReports template.
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void FilePrint(object sender, EventArgs e)
{
FastReportsWrapper ReportingEngine = new FastReportsWrapper("Account Hierarchy");
if (!ReportingEngine.LoadedOK)
{
ReportingEngine.ShowErrorPopup();
return;
}
if (!FMainDS.AAccount.Columns.Contains("AccountPath"))
{
FMainDS.AAccount.Columns.Add("AccountPath", typeof(String));
FMainDS.AAccount.Columns.Add("AccountLevel", typeof(Int32));
}
DataView PathView = new DataView(FMainDS.AAccountHierarchyDetail);
PathView.Sort = "a_reporting_account_code_c";
DataView AccountView = new DataView(FMainDS.AAccount);
AccountView.Sort = "a_account_code_c";
// I need to make the "AccountPath" field that will be used to sort the table for printout:
foreach (DataRowView rv in PathView)
{
DataRow Row = rv.Row;
String AccountCode = Row["a_reporting_account_code_c"].ToString();
String Path = Row["a_report_order_i"] + "-" + AccountCode + '~';
Int32 Level = 0;
String ReportsTo = Row["a_account_code_to_report_to_c"].ToString();
while (ReportsTo != "")
{
Int32 ParentIdx = PathView.Find(ReportsTo);
if (ParentIdx >= 0)
{
DataRow ParentRow = PathView[ParentIdx].Row;
ReportsTo = ParentRow["a_account_code_to_report_to_c"].ToString();
Path = ParentRow["a_report_order_i"] + "-" + ParentRow["a_reporting_account_code_c"].ToString() + "~" + Path;
Level++;
if (Level > 100) // Surely this is a fault. If I just break here,
{
break; // the report will print and I should be able to see what the fault is.
}
}
else
{
ReportsTo = "";
}
}
Int32 AccountIdx = AccountView.Find(AccountCode);
DataRow AccountRow = AccountView[AccountIdx].Row;
AccountRow["AccountPath"] = Path;
AccountRow["AccountLevel"] = Level;
}
AccountView.Sort = "AccountPath";
DataTable SortedByPath = AccountView.ToTable();
ReportingEngine.RegisterData(SortedByPath, "AccountHierarchy");
ReportingEngine.RegisterData(FMainDS.AAnalysisAttribute, "AnalysisAttribute");
TRptCalculator Calc = new TRptCalculator();
ALedgerRow LedgerRow = FMainDS.ALedger[0];
Calc.AddParameter("param_ledger_number_i", LedgerRow.LedgerNumber);
Calc.AddStringParameter("param_ledger_name", LedgerRow.LedgerName);
if (ModifierKeys.HasFlag(Keys.Control))
{
ReportingEngine.DesignReport(Calc);
}
else
{
ReportingEngine.GenerateReport(Calc);
}
}
/// <summary>
/// Print out the Hierarchy using FastReports template.
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void FilePrint(object sender, EventArgs e)
{
TLogging.Log("CostCentreHierarchy.File Print..");
FastReportsWrapper ReportingEngine = new FastReportsWrapper("Cost Centre Hierarchy");
if (!ReportingEngine.LoadedOK)
{
ReportingEngine.ShowErrorPopup();
return;
}
if (!FMainDS.ACostCentre.Columns.Contains("CostCentrePath"))
{
FMainDS.ACostCentre.Columns.Add("CostCentrePath", typeof(String));
FMainDS.ACostCentre.Columns.Add("CostCentreLevel", typeof(Int32));
}
DataView PathView = new DataView(FMainDS.ACostCentre);
PathView.Sort = "a_cost_centre_code_c";
TLogging.Log("CostCentreHierarchy.File Print calculating paths..");
// I need to make the "CostCentrePath" field that will be used to sort the table for printout:
foreach (DataRowView rv in PathView)
{
DataRow Row = rv.Row;
String Path = Row["a_cost_centre_code_c"].ToString() + '~';
Int32 Level = 0;
String ReportsTo = Row["a_cost_centre_to_report_to_c"].ToString();
while (ReportsTo != "")
{
Int32 ParentIdx = PathView.Find(ReportsTo);
if (ParentIdx >= 0)
{
DataRow ParentRow = PathView[ParentIdx].Row;
ReportsTo = ParentRow["a_cost_centre_to_report_to_c"].ToString();
Path = ParentRow["a_cost_centre_code_c"].ToString() + "~" + Path;
Level++;
if (Level > 100) // Surely this is a fault. If I just break here,
{
break; // the report will print and I should be able to see what the fault is.
}
}
else
{
ReportsTo = "";
}
}
Row["CostCentrePath"] = Path;
Row["CostCentreLevel"] = Level;
}
PathView.Sort = "CostCentrePath";
DataTable SortedByPath = PathView.ToTable();
TLogging.Log("CostCentreHierarchy.File Print paths all done.");
ReportingEngine.RegisterData(SortedByPath, "CostCentreHierarchy");
TRptCalculator Calc = new TRptCalculator();
ALedgerRow LedgerRow = FMainDS.ALedger[0];
Calc.AddParameter("param_ledger_nunmber", LedgerRow.LedgerNumber);
Calc.AddStringParameter("param_ledger_name", LedgerRow.LedgerName);
TLogging.Log("CostCentreHierarchy.File Print calling FastReport...");
if (ModifierKeys.HasFlag(Keys.Control))
{
ReportingEngine.DesignReport(Calc);
}
else
{
ReportingEngine.GenerateReport(Calc);
}
}
/// <summary>
/// Print out the Motivation Details using FastReports template.
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void FilePrint(object sender, EventArgs e)
{
FastReportsWrapper ReportingEngine = new FastReportsWrapper("Motivation Details");
if (!ReportingEngine.LoadedOK)
{
ReportingEngine.ShowErrorPopup();
return;
}
// Add in the Fees applicable for each row:
if (!FMainDS.AMotivationDetail.Columns.Contains("Fees"))
{
FMainDS.AMotivationDetail.Columns.Add("Fees", typeof(String));
FMainDS.AMotivationDetail.Columns.Add("KeyMin", typeof(String));
}
foreach (AMotivationDetailRow Row in FMainDS.AMotivationDetail.Rows)
{
FMainDS.AMotivationDetailFee.DefaultView.RowFilter = String.Format(
"a_motivation_group_code_c='{0}' AND a_motivation_detail_code_c='{1}'",
Row.MotivationGroupCode,
Row.MotivationDetailCode);
String Fees = "";
foreach (DataRowView rv in FMainDS.AMotivationDetailFee.DefaultView)
{
AMotivationDetailFeeRow FeeRow = (AMotivationDetailFeeRow)rv.Row;
if (Fees != "")
{
Fees += ", ";
}
Fees += FeeRow.FeeCode;
}
Row["Fees"] = Fees;
if (Row.RecipientKey != 0)
{
String mPartnerShortName;
TPartnerClass mPartnerClass;
if (TServerLookup.TMPartner.GetPartnerShortName(Row.RecipientKey, out mPartnerShortName, out mPartnerClass, true))
{
Row["KeyMin"] = mPartnerShortName;
}
}
} // foreach
//
// Ensure the proper sorting for the printout:
FMainDS.AMotivationDetail.DefaultView.Sort = "a_motivation_group_code_c, a_motivation_detail_code_c";
ReportingEngine.RegisterData(FMainDS.AMotivationDetail.DefaultView.ToTable(), "MotivationDetail");
TRptCalculator Calc = new TRptCalculator();
ALedgerRow LedgerRow = FMainDS.ALedger[0];
Calc.AddParameter("param_ledger_number_i", LedgerRow.LedgerNumber);
Calc.AddStringParameter("param_ledger_name", LedgerRow.LedgerName);
Calc.AddParameter("param_TD", FTaxDeductiblePercentageEnabled);
if (ModifierKeys.HasFlag(Keys.Control))
{
ReportingEngine.DesignReport(Calc);
}
else
{
ReportingEngine.GenerateReport(Calc);
}
}
//
// This will be called if the Fast Reports Wrapper loaded OK.
// Returns True if the data apparently loaded OK and the report should be printed.
private bool LoadReportData(TRptCalculator ACalc)
{
ArrayList reportParam = ACalc.GetParameters().Elems;
Dictionary <String, TVariant> paramsDictionary = new Dictionary <string, TVariant>();
foreach (Shared.MReporting.TParameter p in reportParam)
{
if (p.name.StartsWith("param") && (p.name != "param_calculation") && (!paramsDictionary.ContainsKey(p.name)))
{
paramsDictionary.Add(p.name, p.value);
}
}
Int32 ParamNestingDepth = 99;
String DepthOption = paramsDictionary["param_depth"].ToString();
if (DepthOption == "Summary")
{
ParamNestingDepth = 2;
}
if (DepthOption == "Standard")
{
ParamNestingDepth = 3;
}
paramsDictionary.Add("param_nesting_depth", new TVariant(ParamNestingDepth));
//
// The table contains Actual and Budget figures, both this period and YTD, also last year and budget last year.
// It does not contain any variance (actual / budget) figures - these are calculated in the report.
DataTable ReportTable = TRemote.MReporting.WebConnectors.GetReportDataTable("IncomeExpense", paramsDictionary);
if (this.IsDisposed) // There's no cancel function as such - if the user has pressed Esc the form is closed!
{
return(false);
}
if (ReportTable == null)
{
FPetraUtilsObject.WriteToStatusBar("Report Cancelled.");
return(false);
}
FPetraUtilsObject.FFastReportsPlugin.RegisterData(ReportTable, "IncomeExpense");
//
// I need to get the name of the current ledger..
DataTable LedgerNameTable = TDataCache.TMFinance.GetCacheableFinanceTable(TCacheableFinanceTablesEnum.LedgerNameList);
DataView LedgerView = new DataView(LedgerNameTable);
LedgerView.RowFilter = "LedgerNumber=" + FLedgerNumber;
String LedgerName = "";
if (LedgerView.Count > 0)
{
LedgerName = LedgerView[0].Row["LedgerName"].ToString();
}
ACalc.AddStringParameter("param_ledger_name", LedgerName);
ACalc.AddStringParameter("param_linked_partner_cc", ""); // I may want to use this for auto_email, but usually it's unused.
//
// For reports that must be sent on email, one page at a time,
// I'm using the AutoEmailReports method which calls the FastReports plugin multiple times,
// and then I'm going to return false, which will prevent the default action using this dataset.
Shared.MReporting.TParameterList pm = ACalc.GetParameters();
if ((pm.Get("param_auto_email").ToBool()) &&
!pm.Get("param_design_template").ToBool()
)
{
String CostCentreFilter = "";
String CostCentreOptions = pm.Get("param_costcentreoptions").ToString();
if (CostCentreOptions == "SelectedCostCentres")
{
String CostCentreList = pm.Get("param_cost_centre_codes").ToString();
CostCentreList = CostCentreList.Replace(",", "','"); // SQL IN List items in single quotes
CostCentreFilter = " AND a_cost_centre_code_c in ('" + CostCentreList + "')";
}
if (CostCentreOptions == "CostCentreRange")
{
CostCentreFilter = " AND a_cost_centre_code_c >='" + pm.Get("param_cost_centre_code_start").ToString() +
"' AND a_cost_centre_code_c >='" + pm.Get("param_cost_centre_code_end").ToString() + "'";
}
List <String> Status = FastReportsWrapper.AutoEmailReports(FPetraUtilsObject,
FPetraUtilsObject.FFastReportsPlugin,
ACalc,
FLedgerNumber,
CostCentreFilter);
MessageBox.Show(String.Join("\n", Status), Catalog.GetString("Auto Email") + " " + Catalog.GetString("Income Expense Report"));
return(false);
}
return(true);
}
/// <summary>
/// Data loader for HOSA data,
/// Made static so it can be called from Stewardship Reports
/// </summary>
public static Boolean LoadReportDataStaticInner(Form ParentForm,
TFrmPetraReportingUtils UtilsObject,
FastReportsWrapper ReportingEngine,
TRptCalculator ACalc)
{
Shared.MReporting.TParameterList pm = ACalc.GetParameters();
String Csv = "";
//
// My "a_transaction" table forms the lower half of the HOSA:
// All transactions for all the "Expense" accounts for the selected Cost Centre within the selected dates or periods.
String LedgerFilter = "a_ledger_number_i=" + pm.Get("param_ledger_number_i").ToInt32();
String TranctDateFilter = ""; // Optional Date Filter, as periods or dates
String CostCentreCodes = pm.Get("param_cost_centre_codes").ToString();
if (CostCentreCodes == String.Empty)
{
MessageBox.Show(Catalog.GetString("Please select one or more Cost Centres."), "HOSA");
return(false);
}
String CostCentreFilter = "";
if (CostCentreCodes == "ALL")
{
CostCentreFilter = " AND a_cost_centre.a_cost_centre_type_c='Foreign' ";
}
else
{
CostCentreCodes = CostCentreCodes.Replace('"', '\'');
ACalc.AddStringParameter("param_cost_centre_codes", CostCentreCodes);
CostCentreFilter = " AND a_cost_centre.a_cost_centre_code_c IN (" + CostCentreCodes + ") ";
}
if (pm.Get("param_period").ToBool() == true)
{
Int32 PeriodStart = pm.Get("param_start_period_i").ToInt32();
Int32 PeriodEnd = pm.Get("param_end_period_i").ToInt32();
DateTime DateStart = pm.Get("param_start_date").ToDate();
DateTime DateEnd = pm.Get("param_end_date").ToDate();
ALedgerTable LedgerDetailsTable = (ALedgerTable)TDataCache.TMFinance.GetCacheableFinanceTable(
TCacheableFinanceTablesEnum.LedgerDetails);
ALedgerRow LedgerRow = LedgerDetailsTable[0];
Boolean IsClosed = (!pm.Get("param_current_financial_year").ToBool() || (PeriodEnd < LedgerRow.CurrentPeriod));
ACalc.AddParameter("param_period_closed", IsClosed);
Boolean IsCurrent = (pm.Get("param_current_financial_year").ToBool() && (PeriodEnd == LedgerRow.CurrentPeriod));
ACalc.AddParameter("param_period_current", IsCurrent);
String PeriodTitle = " (" + DateStart.ToString("dd-MMM-yyyy") + " - " + DateEnd.ToString("dd-MMM-yyyy") + ")";
if (PeriodEnd > PeriodStart)
{
PeriodTitle = String.Format("{0} - {1}", PeriodStart, PeriodEnd) + PeriodTitle;
}
else
{
PeriodTitle = String.Format("{0}", PeriodStart) + PeriodTitle;
}
pm.Add("param_date_title", PeriodTitle);
}
else
{
String PeriodTitle = " " + pm.Get("param_start_date").DateToString("yyyy-MM-dd") + " - " +
pm.Get("param_end_date").DateToString("yyyy-MM-dd");
pm.Add("param_date_title", PeriodTitle);
}
TranctDateFilter = "a_transaction_date_d>='" + pm.Get("param_start_date").DateToString("yyyy-MM-dd") +
"' AND a_transaction_date_d<='" + pm.Get("param_end_date").DateToString("yyyy-MM-dd") + "'";
Csv = StringHelper.AddCSV(Csv,
"AAccount/SELECT * FROM a_account WHERE " + LedgerFilter + " AND a_posting_status_l=true AND a_account_active_flag_l=true");
Csv = StringHelper.AddCSV(Csv,
"ACostCentre/SELECT * FROM a_cost_centre WHERE " + LedgerFilter + CostCentreFilter +
" AND a_posting_cost_centre_flag_l=true AND a_cost_centre_active_flag_l=true");
Csv = StringHelper.AddCSV(
Csv,
"ATransaction/SELECT a_transaction.* FROM a_transaction, a_cost_centre WHERE a_transaction." + LedgerFilter +
" AND " + TranctDateFilter +
" AND NOT (a_system_generated_l = true AND (a_narrative_c LIKE 'Gifts received - Gift Batch%' OR a_narrative_c LIKE 'GB - Gift Batch%' OR a_narrative_c LIKE 'Year end re-allocation%'))"
+
" AND a_transaction.a_ledger_number_i = a_cost_centre.a_ledger_number_i " +
" AND a_transaction.a_cost_centre_code_c = a_cost_centre.a_cost_centre_code_c " +
CostCentreFilter +
" ORDER BY a_account_code_c, a_transaction_date_d");
GLReportingTDS ReportDs = TRemote.MReporting.WebConnectors.GetReportingDataSet(Csv);
ArrayList reportParam = ACalc.GetParameters().Elems;
Dictionary <String, TVariant> paramsDictionary = new Dictionary <string, TVariant>();
foreach (Shared.MReporting.TParameter p in reportParam)
{
if (p.name.StartsWith("param") && (p.name != "param_calculation"))
{
paramsDictionary.Add(p.name, p.value);
}
}
DataTable GiftsTable = TRemote.MReporting.WebConnectors.GetReportDataTable("HOSA", paramsDictionary);
DataTable KeyMinGiftsTable = TRemote.MReporting.WebConnectors.GetReportDataTable("FieldGifts", paramsDictionary);
//
// I'm going to get rid of any Cost Centres that saw no activity in the requested period:
for (Int32 Idx = ReportDs.ACostCentre.Rows.Count - 1; Idx >= 0; Idx--)
{
ACostCentreRow Row = ReportDs.ACostCentre[Idx];
ReportDs.ATransaction.DefaultView.RowFilter = String.Format("a_cost_centre_code_c='{0}'", Row.CostCentreCode);
GiftsTable.DefaultView.RowFilter = String.Format("CostCentre='{0}'", Row.CostCentreCode);
if ((ReportDs.ATransaction.DefaultView.Count == 0) && (GiftsTable.DefaultView.Count == 0))
{
ReportDs.ACostCentre.Rows.Remove(Row);
}
}
if (ParentForm.IsDisposed)
{
return(false);
}
if (GiftsTable == null)
{
UtilsObject.WriteToStatusBar("Report Cancelled.");
return(false);
}
ReportingEngine.RegisterData(GiftsTable, "Gifts");
ReportingEngine.RegisterData(KeyMinGiftsTable, "FieldGifts");
ReportingEngine.RegisterData(ReportDs.AAccount, "a_account");
ReportingEngine.RegisterData(ReportDs.ACostCentre, "a_costCentre");
ReportingEngine.RegisterData(ReportDs.ATransaction, "a_transaction");
Boolean HasData = (ReportDs.ATransaction.Rows.Count > 0) || (GiftsTable.Rows.Count > 0);
if (!HasData)
{
MessageBox.Show(Catalog.GetString("No Transactions found for selected Cost Centres."), "HOSA");
}
return(HasData);
}
//
// This will be called if the Fast Reports Wrapper loaded OK.
// Returns True if the data apparently loaded OK and the report should be printed.
// (Returns FALSE if the user has selected "auto-email" and this method drives the email sending process itself, leaving nothing for the default process to do.)
private bool LoadReportData(TRptCalculator ACalc)
{
Shared.MReporting.TParameterList parameters = ACalc.GetParameters();
String LedgerFilter = "a_ledger_number_i=" + parameters.Get("param_ledger_number_i").ToInt32();
String AccountCodeFilter = ""; // Account Filter, as range or list:
String TransAccountCodeFilter = "";
String GlmAccountCodeFilter = "";
DataTable Balances = new DataTable();
ACalc.AddStringParameter("param_linked_partner_cc", ""); // I may want to use this later, for auto_email, but usually it's unused.
if (parameters.Get("param_rgrAccounts").ToString() == "AccountList")
{
String Filter = "'" + parameters.Get("param_account_codes") + "'";
Filter = Filter.Replace(",", "','");
AccountCodeFilter = "AND a_account_code_c in (" + Filter + ")";
TransAccountCodeFilter = "AND a_transaction.a_account_code_c in (" + Filter + ")";
GlmAccountCodeFilter = " AND glm.a_account_code_c in (" + Filter + ")";
}
if (parameters.Get("param_rgrAccounts").ToString() == "AccountRange")
{
AccountCodeFilter = "AND a_account_code_c BETWEEN '" + parameters.Get("param_account_code_start") + "' AND '" +
parameters.Get("param_account_code_end") + "'";
TransAccountCodeFilter = "AND a_transaction.a_account_code_c BETWEEN '" + parameters.Get("param_account_code_start") + "' AND '" +
parameters.Get("param_account_code_end") + "'";
GlmAccountCodeFilter = " AND glm.a_account_code_c BETWEEN '" + parameters.Get("param_account_code_start") + "' AND '" +
parameters.Get("param_account_code_end") + "'";
}
String CostCentreFilter = ""; // Cost Centre Filter, as range or list:
String TransCostCentreFilter = "";
String GlmCostCentreFilter = "";
if (parameters.Get("param_rgrCostCentres").ToString() == "CostCentreList")
{
String Filter = "'" + parameters.Get("param_cost_centre_codes") + "'";
Filter = Filter.Replace(",", "','");
CostCentreFilter = " AND a_cost_centre_code_c in (" + Filter + ")";
TransCostCentreFilter = " AND a_transaction.a_cost_centre_code_c in (" + Filter + ")";
GlmCostCentreFilter = " AND glm.a_cost_centre_code_c in (" + Filter + ")";
}
if (parameters.Get("param_rgrCostCentres").ToString() == "CostCentreRange")
{
CostCentreFilter = " AND a_cost_centre_code_c BETWEEN '" + parameters.Get("param_cost_centre_code_start") +
"' AND '" + parameters.Get("param_cost_centre_code_end") + "'";
TransCostCentreFilter = " AND a_transaction.a_cost_centre_code_c BETWEEN '" + parameters.Get("param_cost_centre_code_start") +
"' AND '" + parameters.Get("param_cost_centre_code_end") + "'";
GlmCostCentreFilter = " AND glm.a_cost_centre_code_c BETWEEN '" + parameters.Get("param_cost_centre_code_start") +
"' AND '" + parameters.Get("param_cost_centre_code_end") + "'";
}
String TranctDateFilter = "a_transaction_date_d BETWEEN '" + parameters.Get("param_start_date").DateToString("yyyy-MM-dd") +
"' AND '" + parameters.Get("param_end_date").DateToString("yyyy-MM-dd") + "'";
String ReferenceFilter = "";
String AnalysisTypeFilter = " ";
String OrderByClause = "AccountCode, a_cost_centre_code_c, TransactionDate";
String Sortby = parameters.Get("param_sortby").ToString();
if (Sortby == "Cost Centre")
{
OrderByClause = "a_cost_centre_code_c, AccountCode, TransactionDate";
}
if (Sortby == "Reference")
{
OrderByClause = "a_reference_c, a_cost_centre_code_c, AccountCode, TransactionDate";
String FilterItem = parameters.Get("param_reference_start").ToString();
if (FilterItem != "")
{
ReferenceFilter = " AND a_reference_c >='" + FilterItem + "'";
}
FilterItem = parameters.Get("param_reference_end").ToString();
if (FilterItem != "")
{
ReferenceFilter += " AND a_reference_c <='" + FilterItem + "'";
}
}
if (Sortby == "Analysis Type")
{
OrderByClause = "AnalysisTypeCode, AnalysisValue, TransactionDate";
String FilterItem = parameters.Get("param_analyis_type_start").ToString();
if (FilterItem != "")
{
AnalysisTypeFilter = " AND a_analysis_type.a_analysis_type_code_c >='" + FilterItem + "' ";
}
FilterItem = parameters.Get("param_analyis_type_end").ToString();
if (FilterItem != "")
{
AnalysisTypeFilter += " AND a_analysis_type.a_analysis_type_code_c <='" + FilterItem + "' ";
}
}
parameters.Add("param_groupfield", OrderByClause);
String Csv = "";
Csv = StringHelper.AddCSV(Csv, "ALedger/SELECT * FROM a_ledger WHERE " + LedgerFilter);
Csv = StringHelper.AddCSV(
Csv,
"AAccount/SELECT * FROM a_account WHERE " + LedgerFilter + AccountCodeFilter +
" AND a_posting_status_l=true AND a_account_active_flag_l=true");
Csv = StringHelper.AddCSV(
Csv,
"ACostCentre/SELECT * FROM a_cost_centre WHERE " + LedgerFilter + CostCentreFilter +
" AND a_posting_cost_centre_flag_l=true AND a_cost_centre_active_flag_l=true");
String CurrencySelected = parameters.Get("param_currency").ToString();
//
// FX Reval transactions should not be shown if "Transaction" currency was selected,
// since these transactions only take place in Base currency; they're 0 in the account currency.
String RevalFilter = "";
if (CurrencySelected == "Transaction")
{
RevalFilter =
" AND ((a_account.a_foreign_currency_flag_l=FALSE) OR (a_account.a_foreign_currency_code_c = a_journal.a_transaction_currency_c))";
}
String AmountField = CurrencySelected.StartsWith("Int") ? "a_amount_in_intl_currency_n" :
CurrencySelected.StartsWith("Trans") ? "a_transaction_amount_n" : "a_amount_in_base_currency_n";
String CurrencyField = CurrencySelected.StartsWith("Int") ? "a_ledger.a_intl_currency_c" :
CurrencySelected.StartsWith("Trans") ? "a_journal.a_transaction_currency_c" : "a_ledger.a_base_currency_c";
if (Sortby == "Analysis Type") // To sort by analysis type, I need a different (and more horible) query:
{
Csv = StringHelper.AddCSV(
Csv,
"Transactions/" +
"SELECT a_transaction.a_account_code_c AS AccountCode," +
"a_transaction.a_cost_centre_code_c AS CostCentreCode," +
"a_transaction.a_transaction_date_d AS TransactionDate," +
"a_transaction." + AmountField + " AS Amount," +
CurrencyField + " AS Currency," +
"a_transaction.a_debit_credit_indicator_l AS Debit," +
"a_transaction.a_narrative_c AS Narrative," +
"a_transaction.a_reference_c AS Reference," +
"a_trans_anal_attrib.a_analysis_type_code_c AS AnalysisTypeCode," +
"a_analysis_type.a_analysis_type_description_c AS AnalysisTypeDescr," +
"a_trans_anal_attrib.a_analysis_attribute_value_c AS AnalysisValue" +
" FROM a_transaction, a_journal, a_trans_anal_attrib, a_analysis_type, a_ledger, a_account" +
" WHERE a_transaction." + LedgerFilter +
" AND a_transaction.a_ledger_number_i = a_account.a_ledger_number_i " +
" AND a_transaction.a_account_code_c = a_account.a_account_code_c " +
" AND a_transaction.a_ledger_number_i = a_ledger.a_ledger_number_i " +
" AND a_transaction.a_ledger_number_i = a_journal.a_ledger_number_i " +
" AND a_transaction.a_batch_number_i = a_journal.a_batch_number_i " +
" AND a_transaction.a_journal_number_i = a_journal.a_journal_number_i " +
RevalFilter +
" AND a_trans_anal_attrib.a_ledger_number_i = a_transaction.a_ledger_number_i " +
" AND a_trans_anal_attrib.a_batch_number_i = a_transaction.a_batch_number_i" +
" AND a_trans_anal_attrib.a_journal_number_i = a_transaction.a_journal_number_i" +
" AND a_trans_anal_attrib.a_transaction_number_i = a_transaction.a_transaction_number_i" +
" AND a_trans_anal_attrib.a_analysis_type_code_c = a_analysis_type.a_analysis_type_code_c " +
AnalysisTypeFilter +
TransAccountCodeFilter + TransCostCentreFilter + " AND " + TranctDateFilter +
" AND a_transaction_status_l=true AND NOT (a_system_generated_l=true AND a_narrative_c LIKE 'Year end re-allocation%')" +
" ORDER BY " + OrderByClause + ", a_transaction_date_d");
}
else
{
Csv = StringHelper.AddCSV(
Csv,
"Transactions/" +
"SELECT a_transaction.a_account_code_c AS AccountCode," +
"a_transaction.a_cost_centre_code_c AS CostCentreCode," +
"a_transaction.a_transaction_date_d AS TransactionDate," +
"a_transaction." + AmountField + " AS Amount," +
CurrencyField + " AS Currency," +
"a_transaction.a_debit_credit_indicator_l AS Debit," +
"a_transaction.a_narrative_c AS Narrative," +
"a_transaction.a_reference_c AS Reference," +
"'' AS AnalysisTypeCode," +
"'' AS AnalysisTypeDescr," +
"'' AS AnalysisValue" +
" FROM a_transaction, a_journal, a_ledger, a_account WHERE " +
" a_transaction." + LedgerFilter +
" AND a_transaction.a_ledger_number_i = a_account.a_ledger_number_i " +
" AND a_transaction.a_account_code_c = a_account.a_account_code_c " +
" AND a_transaction.a_ledger_number_i = a_ledger.a_ledger_number_i " +
" AND a_transaction.a_ledger_number_i = a_journal.a_ledger_number_i " +
" AND a_transaction.a_batch_number_i = a_journal.a_batch_number_i " +
" AND a_transaction.a_journal_number_i = a_journal.a_journal_number_i " +
RevalFilter +
TransAccountCodeFilter +
TransCostCentreFilter + " AND " +
TranctDateFilter + ReferenceFilter +
" AND a_transaction_status_l=true AND NOT (a_system_generated_l=true AND a_narrative_c LIKE 'Year end re-allocation%')" +
" ORDER BY " + OrderByClause);
}
GLReportingTDS ReportDs = TRemote.MReporting.WebConnectors.GetReportingDataSet(Csv);
if ((this.IsDisposed) || // If the user has pressed Esc the form is closed!
(TRemote.MReporting.WebConnectors.DataTableGenerationWasCancelled()))
{
return(false);
}
//
// I want to include opening and closing balances for each Cost Centre / Account, in the selected currency.
// Following a revision in Oct 2014, this table is the master table, and the transactions are the slave.
Int32 Year = parameters.Get("param_year_i").ToInt32();
Balances = TRemote.MFinance.Reporting.WebConnectors.GetPeriodBalances(
LedgerFilter,
GlmAccountCodeFilter,
GlmCostCentreFilter,
Year,
Sortby,
ReportDs.Tables["Transactions"],
parameters.Get("param_start_period_i").ToInt32(),
parameters.Get("param_end_period_i").ToInt32(),
CurrencySelected
);
if ((this.IsDisposed) || (Balances == null))
{
return(false);
}
// My report doesn't need a ledger row - only the name of the ledger. And I need the currency formatter..
DataTable LedgerNameTable = TDataCache.TMFinance.GetCacheableFinanceTable(TCacheableFinanceTablesEnum.LedgerNameList);
DataView LedgerView = new DataView(LedgerNameTable);
LedgerView.RowFilter = "LedgerNumber=" + FLedgerNumber;
String LedgerName = "";
if (LedgerView.Count > 0)
{
LedgerName = LedgerView[0].Row["LedgerName"].ToString();
}
ACalc.AddStringParameter("param_ledger_name", LedgerName);
ACalc.AddStringParameter("param_currency_formatter", "0,0.000");
ACalc.AddStringParameter("param_base_currency_name", uco_GeneralSettings.GetBaseCurrency());
if (TRemote.MReporting.WebConnectors.DataTableGenerationWasCancelled())
{
return(false);
}
//
// If I need to show Analysis Attributes, I need to get the rows that pertain to the Transactions I've selected above.
if (ReportDs.ATransaction.Rows.Count > 0)
{
DataView BatchSorted = new DataView(ReportDs.ATransaction);
BatchSorted.Sort = "a_batch_number_i";
ATransactionRow Row = (ATransactionRow)BatchSorted[0].Row;
Int32 FirstBatch = Row.BatchNumber;
Row = (ATransactionRow)BatchSorted[BatchSorted.Count - 1].Row;
Int32 LastBatch = Row.BatchNumber;
Csv = "";
Csv = StringHelper.AddCSV(
Csv,
"ATransAnalAttrib/SELECT * FROM a_trans_anal_attrib WHERE " + LedgerFilter +
" AND a_batch_number_i >= " + FirstBatch +
" AND a_batch_number_i <= " + LastBatch);
Csv = StringHelper.AddCSV(Csv, "AAnalysisType/SELECT * FROM a_analysis_type");
ReportDs.Merge(TRemote.MReporting.WebConnectors.GetReportingDataSet(Csv));
}
if (TRemote.MReporting.WebConnectors.DataTableGenerationWasCancelled())
{
return(false);
}
FPetraUtilsObject.FFastReportsPlugin.RegisterData(ReportDs.ATransAnalAttrib, "a_trans_anal_attrib");
FPetraUtilsObject.FFastReportsPlugin.RegisterData(ReportDs.AAnalysisType, "a_analysis_type");
FPetraUtilsObject.FFastReportsPlugin.RegisterData(ReportDs.AAccount, "a_account");
FPetraUtilsObject.FFastReportsPlugin.RegisterData(ReportDs.ACostCentre, "a_costCentre");
FPetraUtilsObject.FFastReportsPlugin.RegisterData(ReportDs.Tables["Transactions"], "Transactions");
FPetraUtilsObject.FFastReportsPlugin.RegisterData(Balances, "balances");
//
// For Account Detail reports that must be sent on email, one page at a time,
// I'm calling the FastReports plugin multiple times,
// and then I'm going to return false, which will prevent the default action using this dataset.
if ((parameters.Get("param_sortby").ToString() == "Cost Centre") &&
(parameters.Get("param_auto_email").ToBool()) &&
!parameters.Get("param_design_template").ToBool()
)
{
String Status = FastReportsWrapper.AutoEmailReports(FPetraUtilsObject,
FPetraUtilsObject.FFastReportsPlugin,
ACalc,
FLedgerNumber,
CostCentreFilter);
MessageBox.Show(Status, Catalog.GetString("Account Detail Report"));
return(false);
}
return(true);
}
