private void InsertInitializationActivity(string activity, string comment)
{
var row = Initializations.Insert();
row.Activity = activity;
row.Comment = comment;
}
protected virtual void CRSetup_RowInserted(PXCache sender, PXRowInsertedEventArgs e)
{
CROpportunityProbability p = OpportunityProbabilities.Select();
if (p == null)
{
p.StageCode = "A";
p.Probability = 60;
OpportunityProbabilities.Insert(p);
p.StageCode = "L";
p.Probability = 0;
OpportunityProbabilities.Insert(p);
p.StageCode = "P";
p.Probability = 10;
OpportunityProbabilities.Insert(p);
p.StageCode = "Q";
p.Probability = 20;
OpportunityProbabilities.Insert(p);
p.StageCode = "R";
p.Probability = 80;
OpportunityProbabilities.Insert(p);
p.StageCode = "V";
p.Probability = 40;
OpportunityProbabilities.Insert(p);
p.StageCode = "W";
p.Probability = 100;
OpportunityProbabilities.Insert(p);
OpportunityProbabilities.Cache.IsDirty = false;
}
}
private void InitOpportunityProbabilities()
{
using (ReadOnlyScope scope = new ReadOnlyScope(OpportunityProbabilities.Cache))
{
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "L", Name = Messages.StageProspect, Probability = 0, SortOrder = 0
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "N", Name = Messages.StageNurture, Probability = 5, SortOrder = 5
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "P", Name = Messages.StageQualify, Probability = 10, SortOrder = 10
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "Q", Name = Messages.StageDevelop, Probability = 20, SortOrder = 20
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "V", Name = Messages.StageSolution, Probability = 40, SortOrder = 40
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "A", Name = Messages.StageProof, Probability = 60, SortOrder = 60
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "R", Name = Messages.StageClose, Probability = 80, SortOrder = 80
});
OpportunityProbabilities.Insert(new CROpportunityProbability()
{
StageCode = "W", Name = Messages.StageDeploy, Probability = 100, SortOrder = 100
});
}
}
protected virtual void InsertPreloadedNodes(IEnumerable <GLBudgetTree> nodes)
{
bool hadError = false;
foreach (GLBudgetTree node in nodes)
{
try
{
Details.Insert(node);
}
catch (PXSetPropertyException)
{
hadError = true;
}
}
if (hadError)
{
throw new PXException(Messages.SubaccountSegmentValuesWereDeactivatedWontLoad);
}
}
protected virtual IEnumerable consolRecords(
[PXDBString]
string ledgerCD,
[PXDBString]
string branchCD
)
{
Ledger ledger = PXSelect <Ledger,
Where <Ledger.consolAllowed, Equal <True>,
And <Ledger.ledgerCD, Equal <Required <Ledger.ledgerCD> > > > > .Select(this, ledgerCD);
Branch branch = PXSelect <Branch,
Where <Branch.branchCD, Equal <Required <Branch.branchCD> > > > .Select(this, branchCD);
if (ledger == null)
{
throw new PXException(Messages.CantFindConsolidationLedger, ledgerCD);
}
if (!string.IsNullOrEmpty(branchCD) && branch == null)
{
throw new PXException(Messages.CantFindConsolidationBranch, branchCD);
}
var exportSubaccountMapper = CreateExportSubaccountMapper();
var noSegmentsToExport = false;
if (PXAccess.FeatureInstalled <FeaturesSet.subAccount>())
{
noSegmentsToExport = SubaccountSegmentsView.Select()
.RowCast <Segment>()
.All(segment => segment.ConsolNumChar <= 0);
}
PXSelectBase <GLHistory> cmd = new PXSelectJoin <GLHistory,
InnerJoin <Account, On <Account.accountID, Equal <GLHistory.accountID> >,
InnerJoin <Sub, On <Sub.subID, Equal <GLHistory.subID> >,
InnerJoin <Ledger, On <Ledger.ledgerID, Equal <GLHistory.ledgerID> >,
InnerJoin <Branch, On <Branch.branchID, Equal <GLHistory.branchID> > > > > >,
Where <Ledger.ledgerCD, Equal <Required <Ledger.ledgerCD> >,
And <GLHistory.accountID, NotEqual <Current <GLSetup.ytdNetIncAccountID> > > >,
OrderBy <Asc <GLHistory.finPeriodID, Asc <Account.accountCD, Asc <Sub.subCD> > > > >(this);
if (!string.IsNullOrEmpty(branchCD))
{
cmd.WhereAnd <Where <Branch.branchCD, Equal <Required <Branch.branchCD> > > >();
}
foreach (PXResult <GLHistory, Account, Sub> result in cmd.Select(ledgerCD, branchCD))
{
GLHistory history = result;
Account account = result;
Sub sub = result;
string accountCD = account.GLConsolAccountCD;
string subCD = exportSubaccountMapper.GetMappedSubaccountCD(sub);
if (accountCD != null && accountCD.TrimEnd() != "" &&
(subCD != null && subCD.TrimEnd() != "" || noSegmentsToExport))
{
GLConsolData consolData = new GLConsolData();
consolData.MappedValue = subCD;
consolData.AccountCD = accountCD;
consolData.FinPeriodID = history.FinPeriodID;
consolData = ConsolRecords.Locate(consolData);
if (consolData != null)
{
consolData.ConsolAmtDebit += history.FinPtdDebit;
consolData.ConsolAmtCredit += history.FinPtdCredit;
}
else
{
consolData = new GLConsolData();
consolData.MappedValue = subCD;
consolData.MappedValueLength = subCD.Length;
consolData.AccountCD = accountCD;
consolData.FinPeriodID = history.FinPeriodID;
consolData.ConsolAmtDebit = history.FinPtdDebit;
consolData.ConsolAmtCredit = history.FinPtdCredit;
ConsolRecords.Insert(consolData);
}
}
}
return(ConsolRecords.Cache.Inserted);
}
public virtual IEnumerable preload(PXAdapter adapter)
{
if (PreloadFilter.Current.FromAccount == null)
{
PreloadFilter.Cache.RaiseExceptionHandling <AccountsPreloadFilter.fromAccount>(PreloadFilter.Current, PreloadFilter.Current.FromAccount, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, PXErrorLevel.RowError));
PreloadFilter.Cache.RaiseExceptionHandling <AccountsPreloadFilter.toAccount>(PreloadFilter.Current, PreloadFilter.Current.ToAccount, new PXSetPropertyException(ErrorMessages.FieldIsEmpty, PXErrorLevel.RowError));
return(adapter.Get());
}
GLBudgetTree currentItem = ((GLBudgetTree)PXSelect <GLBudgetTree,
Where <GLBudgetTree.groupID,
Equal <Required <GLBudgetTree.groupID> > > > .Select(this, this.CurrentSelected.Group));
PreloadFilter.Current.AccountCDWildcard = SubCDUtils.CreateSubCDWildcard(currentItem != null ? currentItem.AccountMask : string.Empty, AccountAttribute.DimensionName);
GLBudgetTree LastItem = PXSelect <GLBudgetTree,
Where <GLBudgetTree.parentGroupID,
Equal <Required <GLBudgetTree.parentGroupID> > >, OrderBy <Desc <GLBudgetTree.sortOrder> > > .SelectWindowed(this, 0, 1, this.CurrentSelected.Group);
int LastSortNum = LastItem == null ? 1 : LastItem.SortOrder.Value + 1;
bool noLinesPreloaded = true;
List <GLBudgetTree> nodesToInsert = new List <GLBudgetTree>();
foreach (PXResult <Account> account in PXSelect <Account, Where <Account.accountCD,
GreaterEqual <Required <Account.accountCD> >,
And <Account.active, Equal <True>,
And <Account.accountCD, LessEqual <Required <Account.accountCD> >,
And <Account.accountID, NotEqual <Current <GL.GLSetup.ytdNetIncAccountID> > > > > > > .Select(this,
PreloadFilter.Current.FromAccount != null ?
((Account)PXSelect <Account, Where <Account.accountID, Equal <Current <AccountsPreloadFilter.fromAccount> > > > .Select(this)).AccountCD :
((Account)PXSelect <Account> .Select(this).First()).AccountCD,
PreloadFilter.Current.ToAccount != null ?
((Account)PXSelect <Account, Where <Account.accountID, Equal <Current <AccountsPreloadFilter.toAccount> > > > .Select(this)).AccountCD :
((Account)PXSelect <Account> .Select(this).Last()).AccountCD))
{
foreach (PXResult <Sub> sub in PXSelect <Sub, Where <Sub.active, Equal <True>, And <Sub.subCD, Like <Current <AccountsPreloadFilter.subCDWildcard> > > > > .Select(this))
{
Account acct = account;
Sub subAcct = sub;
GLBudgetTree group = new GLBudgetTree();
if (currentItem == null || acct.AccountID != currentItem.AccountID || subAcct.SubID != currentItem.SubID)
{
group.AccountID = acct.AccountID;
group.SubID = subAcct.SubID;
group.SortOrder = LastSortNum++;
group.GroupMask = CurrentSelected.GroupMask;
nodesToInsert.Add(group);
noLinesPreloaded = false;
}
}
}
if (noLinesPreloaded)
{
if (Details.Ask(Messages.BudgetTreePreloadArticlesTitle, Messages.BudgetTreePreloadArticlesNothingToPreload, MessageButtons.OK) == WebDialogResult.OK)
{
return(adapter.Get());
}
}
if (nodesToInsert.Count > 500)
{
if (Details.Ask(Messages.Confirmation, String.Format(PXMessages.LocalizeNoPrefix(Messages.BudgetTreePreloadArticlesTooManyMessage), nodesToInsert.Count), MessageButtons.OKCancel) == WebDialogResult.OK)
{
foreach (GLBudgetTree node in nodesToInsert)
{
Details.Insert(node);
}
}
}
else
{
foreach (GLBudgetTree node in nodesToInsert)
{
Details.Insert(node);
}
}
return(adapter.Get());
}
protected virtual IEnumerable consolRecords(
[PXDBString]
string ledgerCD,
[PXDBString]
string branchCD
)
{
Ledger ledger = PXSelect <Ledger,
Where <Ledger.consolAllowed, Equal <boolTrue>,
And <Ledger.ledgerCD, Equal <Required <Ledger.ledgerCD> > > > > .Select(this, ledgerCD);
Branch branch = PXSelect <Branch,
Where <Branch.branchCD, Equal <Required <Branch.branchCD> > > > .Select(this, branchCD);
if (ledger == null)
{
throw new PXException(Messages.CantFindConsolidationLedger, ledgerCD);
}
if (!string.IsNullOrEmpty(branchCD) && branch == null)
{
throw new PXException(Messages.CantFindConsolidationBranch, branchCD);
}
if (true)
{
InitSegmentData(null);
PXSelectBase <GLHistory> cmd = new PXSelectJoin <GLHistory,
InnerJoin <Account, On <Account.accountID, Equal <GLHistory.accountID> >,
InnerJoin <Sub, On <Sub.subID, Equal <GLHistory.subID> >,
InnerJoin <Ledger, On <Ledger.ledgerID, Equal <GLHistory.ledgerID> >,
InnerJoin <Branch, On <Branch.branchID, Equal <GLHistory.branchID> > > > > >,
Where <Ledger.ledgerCD, Equal <Required <Ledger.ledgerCD> >,
And <GLHistory.accountID, NotEqual <Current <GLSetup.ytdNetIncAccountID> > > >,
OrderBy <Asc <GLHistory.finPeriodID, Asc <Account.accountCD, Asc <Sub.subCD> > > > >(this);
if (!string.IsNullOrEmpty(branchCD))
{
cmd.WhereAnd <Where <Branch.branchCD, Equal <Required <Branch.branchCD> > > >();
}
foreach (PXResult <GLHistory, Account, Sub> result in cmd.Select(ledgerCD, branchCD))
{
GLHistory history = result;
Account account = result;
Sub sub = result;
string accountCD = account.GLConsolAccountCD;
string subCD = GetMappedValue(sub.SubCD);
if (accountCD != null && accountCD.TrimEnd() != "" &&
subCD != null && subCD.TrimEnd() != "")
{
GLConsolData consolData = new GLConsolData();
consolData.MappedValue = subCD;
consolData.AccountCD = accountCD;
consolData.FinPeriodID = history.FinPeriodID;
consolData = ConsolRecords.Locate(consolData);
if (consolData != null)
{
consolData.ConsolAmtDebit += history.FinPtdDebit;
consolData.ConsolAmtCredit += history.FinPtdCredit;
}
else
{
consolData = new GLConsolData();
consolData.MappedValue = subCD;
consolData.AccountCD = accountCD;
consolData.FinPeriodID = history.FinPeriodID;
consolData.ConsolAmtDebit = history.FinPtdDebit;
consolData.ConsolAmtCredit = history.FinPtdCredit;
ConsolRecords.Insert(consolData);
}
}
}
}
return(ConsolRecords.Cache.Inserted);
}