public static void ConvertToAccount(Contact contact, AccountsFilter param, bool IsContractBasedAPI)
{
BusinessAccountMaint accountMaint = CreateInstance <BusinessAccountMaint>();
object cd = param.BAccountID;
accountMaint.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ClassID = param.AccountClass,
ParentBAccountID = contact.ParentBAccountID,
CampaignSourceID = contact.CampaignID,
};
#region Set Contact and Address fields
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(accountMaint, new object[] { contact });
if (cls != null && cls.OwnerToBAccount == true)
{
account.WorkgroupID = contact.WorkgroupID;
account.OwnerID = contact.OwnerID;
}
try
{
object newValue = account.OwnerID;
accountMaint.BAccount.Cache.RaiseFieldVerifying <BAccount.ownerID>(account, ref newValue);
}
catch (PXSetPropertyException)
{
account.OwnerID = null;
}
account = accountMaint.BAccount.Insert(account);
accountMaint.Answers.CopyAllAttributes(account, contact);
Contact defContact = PXCache <Contact> .CreateCopy(PXSelect <Contact, Where <Contact.contactID, Equal <Current <BAccount.defContactID> > > > .SelectSingleBound(accountMaint, new object[] { account }));
var defContactNoteID = defContact.NoteID;
PXCache <Contact> .RestoreCopy(defContact, contact);
defContact.ContactType = ContactTypesAttribute.BAccountProperty;
defContact.FullName = account.AcctName;
defContact.ContactID = account.DefContactID;
defContact.BAccountID = account.BAccountID;
defContact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
defContact.DuplicateFound = false;
defContact.WorkgroupID = null;
defContact.OwnerID = null;
defContact.NoteID = defContactNoteID;
defContact = accountMaint.DefContact.Update(defContact);
Address contactAddress = PXSelect <Address, Where <Address.addressID, Equal <Required <Contact.defAddressID> > > > .Select(accountMaint, contact.DefAddressID);
if (contactAddress == null)
{
throw new PXException(Messages.DefAddressNotExists, contact.DisplayName);
}
contactAddress.BAccountID = account.BAccountID;
accountMaint.AddressCurrent.Cache.Clear();
defContact.DefAddressID = contactAddress.AddressID;
defContact = accountMaint.DefContact.Update(defContact);
contactAddress = accountMaint.AddressCurrent.Update(contactAddress);
account.DefAddressID = contactAddress.AddressID;
accountMaint.BAccount.Update(account);
contact.BAccountID = account.BAccountID;
contact.DuplicateStatus = DuplicateStatusAttribute.NotValidated;
contact.DuplicateFound = false;
if (contact.QualificationDate == null)
{
contact.QualificationDate = PXTimeZoneInfo.Now;
}
accountMaint.Contacts.Cache.SetStatus(contact, PXEntryStatus.Updated);
CR.Location location = accountMaint.DefLocation.Select();
location.DefAddressID = contactAddress.AddressID;
accountMaint.DefLocation.Update(location);
account.NoteID = PXNoteAttribute.GetNoteID <CRActivity.noteID>(accountMaint.CurrentBAccount.Cache, account);
foreach (CRPMTimeActivity a in PXSelect <CRPMTimeActivity, Where <CRPMTimeActivity.refNoteID, Equal <Required <Contact.noteID> > > > .Select(accountMaint, contact.NoteID))
{
a.BAccountID = account.BAccountID;
accountMaint.Activities.Cache.Update(a);
}
#endregion
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(accountMaint);
PXNoteAttribute.CopyNoteAndFiles(accountMaint.Contacts.Cache, contact, accountMaint.CurrentBAccount.Cache, account, setup);
if (!IsContractBasedAPI)
{
throw new PXRedirectRequiredException(accountMaint, "Business Account");
}
accountMaint.Save.Press();
}
protected override BAccount CreateMaster(BusinessAccountMaint graph, AccountConversionOptions config)
{
var param = AccountInfo.Current;
var document = Documents.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
object cd = param.BAccountID;
graph.BAccount.Cache.RaiseFieldUpdating <BAccount.acctCD>(null, ref cd);
BAccount account = graph.BAccount.Insert(new BAccount
{
AcctCD = (string)cd,
AcctName = param.AccountName,
Type = BAccountType.ProspectType,
ParentBAccountID = document.ParentBAccountID,
CampaignSourceID = document.CampaignID,
});
account.ClassID = param.AccountClass; // In case of (param.AccountClass == null) constructor fills ClassID with default value, so we have to set this directly.
CRCustomerClass ocls = PXSelect <
CRCustomerClass,
Where <
CRCustomerClass.cRCustomerClassID, Equal <Required <CRCustomerClass.cRCustomerClassID> > > >
.SelectSingleBound(graph, null, account.ClassID);
if (ocls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
account.WorkgroupID = document.WorkgroupID;
account.OwnerID = document.OwnerID;
}
account = graph.BAccount.Update(account);
if (param.LinkContactToAccount == true)
{
// in case of opportunity
Contact contact = PXSelect <Contact, Where <Contact.contactID, Equal <Required <CROpportunity.contactID> > > > .Select(graph, document.RefContactID);
if (contact != null)
{
graph.Answers.CopyAttributes(account, contact);
contact.BAccountID = account.BAccountID;
graph.Contacts.Update(contact);
}
}
var defContact = graph.DefContact.SelectSingle()
?? throw new InvalidOperationException("Cannot get Contact for Business Account."); // just to ensure
MapContact(docContact, account, ref defContact);
MapConsentable(docContact, defContact);
defContact = graph.DefContact.Update(defContact);
var defAddress = graph.AddressCurrent.SelectSingle()
?? throw new InvalidOperationException("Cannot get Address for Business Account."); // just to ensure
MapAddress(docAddress, account, ref defAddress);
defAddress = graph.AddressCurrent.Update(defAddress);
CR.Location location = graph.DefLocation.Select();
location.DefAddressID = defAddress.AddressID;
location.CTaxZoneID = document.TaxZoneID; // Saving tax zone before ReverseDocumentUpdate() removes it
graph.DefLocation.Update(location);
ReverseDocumentUpdate(graph, account);
FillRelations(graph.Relations, account);
FillAttributes(graph.Answers, account);
TransferActivities(graph, account);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), GetMain(document), graph.CurrentBAccount.Cache, account, setup);
return(account);
}
public virtual IEnumerable ConvertToOpportunity(PXAdapter adapter)
{
Save.Press();
bool isOpportunityAutoNumberOn = this.IsNumberingAutonumbered(Setup.Current.OpportunityNumberingID);
List <Contact> contacts = new List <Contact>(adapter.Get().Cast <Contact>());
foreach (Contact l in contacts)
{
OpportunityMaint opportunityMaint = CreateInstance <OpportunityMaint>();
CROpportunity opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Insert();
if (!isOpportunityAutoNumberOn)
{
if (OpportunityInfo.AskExt() != WebDialogResult.OK || !OpportunityInfo.VerifyRequired())
{
return(contacts);
}
CROpportunity existing = PXSelect <CROpportunity, Where <CROpportunity.opportunityID, Equal <Required <CROpportunity.opportunityID> > > > .SelectSingleBound(this, null, OpportunityInfo.Current.OpportunityID);
if (existing != null)
{
OpportunityInfo.Cache.RaiseExceptionHandling <OpportunityFilter.opportunityID>(OpportunityInfo.Current, OpportunityInfo.Current.OpportunityID, new PXSetPropertyException(Messages.OpportunityAlreadyExists, OpportunityInfo.Current.OpportunityID));
return(contacts);
}
object cd = OpportunityInfo.Current.OpportunityID;
opportunityMaint.Opportunity.Cache.RaiseFieldUpdating <CROpportunity.opportunityID>(null, ref cd);
opportunity.OpportunityID = (string)cd;
}
Contact lead = l;
PXLongOperation.StartOperation(this, delegate()
{
CRContactClass cls = PXSelect <CRContactClass, Where <CRContactClass.classID, Equal <Current <Contact.classID> > > > .SelectSingleBound(this, new object[] { lead });
if (cls != null && cls.OwnerToOpportunity == true)
{
opportunity.WorkgroupID = lead.WorkgroupID;
opportunity.OwnerID = lead.OwnerID;
}
if (cls != null && cls.TargetOpportunityClassID != null)
{
opportunity.CROpportunityClassID = cls.TargetOpportunityClassID;
}
if (lead.BAccountID != null)
{
opportunity.BAccountID = lead.BAccountID;
}
if (lead.ParentBAccountID != null)
{
opportunity.ParentBAccountID = lead.ParentBAccountID;
}
if (lead.CampaignID != null)
{
opportunity.CampaignSourceID = lead.CampaignID;
}
opportunity.ContactID = lead.ContactID;
opportunity.ConvertedLeadID = lead.ContactID;
opportunity.OpportunityName = string.IsNullOrEmpty(lead.FullName) ? lead.DisplayName : lead.FullName;
opportunity = (CROpportunity)opportunityMaint.Opportunity.Cache.Update(opportunity);
ContactMaint contactGraph = CreateInstance <ContactMaint>();
lead.ContactType = ContactTypesAttribute.Person;
lead.QualificationDate = PXTimeZoneInfo.Now;
lead.ConvertedBy = Accessinfo.UserID;
lead = contactGraph.Contact.Update(lead);
opportunityMaint.Opportunity.Search <CROpportunity.opportunityID>(opportunity.OpportunityID);
lead = opportunityMaint.Leads.Update(lead);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(opportunityMaint);
PXNoteAttribute.CopyNoteAndFiles(opportunityMaint.Leads.Cache, lead, opportunityMaint.OpportunityCurrent.Cache, opportunity, setup);
if (!this.IsContractBasedAPI)
{
throw new PXRedirectRequiredException(opportunityMaint, "Opportunity", true);
}
opportunityMaint.Save.Press();
});
}
return(contacts);
}
protected override Contact CreateMaster(ContactMaint graph, ContactConversionOptions _)
{
var entity = Documents.Current;
var param = ContactInfo.Current;
var docContact = Contacts.Current ?? Contacts.SelectSingle();
var docContactMethod = ContactMethod.Current ?? ContactMethod.SelectSingle();
var docAddress = Addresses.Current ?? Addresses.SelectSingle();
Contact contact = new Contact
{
ContactType = ContactTypesAttribute.Person,
ParentBAccountID = entity.ParentBAccountID
};
MapContact(docContact, contact);
MapConsentable(docContact, contact);
contact.FirstName = param.FirstName;
contact.LastName = param.LastName;
contact.Salutation = param.Salutation;
contact.Phone1 = param.Phone1;
contact.Phone1Type = param.Phone1Type;
contact.EMail = param.Email;
contact.ContactType = ContactTypesAttribute.Person;
contact.ParentBAccountID = entity.ParentBAccountID;
contact.BAccountID = entity.BAccountID;
contact.Source = entity.Source;
MapContactMethod(docContactMethod, contact);
var address = (Address)graph.AddressCurrent.Cache.CreateInstance();
address = graph.AddressCurrent.Insert(address);
contact = graph.Contact.Insert(contact);
contact.ClassID = param.ContactClass;
CRContactClass cls = PXSelect <
CRContactClass,
Where <
CRContactClass.classID, Equal <Required <CRContactClass.classID> > > >
.SelectSingleBound(graph, null, contact.ClassID);
if (cls?.DefaultOwner == CRDefaultOwnerAttribute.Source)
{
contact.WorkgroupID = entity.WorkgroupID;
contact.OwnerID = entity.OwnerID;
}
MapAddress(docAddress, address);
address = (Address)graph.AddressCurrent.Cache.Update(address);
contact.DefAddressID = address.AddressID;
contact = graph.Contact.Update(contact);
ReverseDocumentUpdate(graph, contact);
FillRelations(graph.Relations, contact);
FillAttributes(graph.Answers, contact);
TransferActivities(graph, contact);
// Copy Note text and Files references
CRSetup setup = PXSetupOptional <CRSetup> .Select(graph);
PXNoteAttribute.CopyNoteAndFiles(graph.Caches <TMain>(), Documents.Cache.GetMain(entity), graph.Contact.Cache, contact, setup);
return(graph.Contact.Update(contact));
}
protected static void ApplyAvalaraTax(OpportunityMaint rg, CROpportunity order, GetTaxResult result)
{
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
TaxZone taxZone = (TaxZone)PXSetup <TaxZone, Where <TaxZone.taxZoneID, Equal <Required <CROpportunity.taxZoneID> > > > .Select(rg, order.TaxZoneID);
AP.Vendor vendor = PXSelect <AP.Vendor, Where <AP.Vendor.bAccountID, Equal <Required <AP.Vendor.bAccountID> > > > .Select(rg, taxZone.TaxVendorID);
if (vendor == null)
{
throw new PXException(Messages.ExternalTaxVendorNotFound);
}
//Clear all existing Tax transactions:
foreach (PXResult <CRTaxTran, Tax> res in rg.Taxes.View.SelectMultiBound(new object[] { order }))
{
CRTaxTran taxTran = (CRTaxTran)res;
rg.Taxes.Delete(taxTran);
}
rg.Views.Caches.Add(typeof(Tax));
for (int i = 0; i < result.TaxSummary.Count; i++)
{
string taxID = AvalaraMaint.GetTaxID(result.TaxSummary[i]);
//Insert Tax if not exists - just for the selectors sake
Tax tx = PXSelect <Tax, Where <Tax.taxID, Equal <Required <Tax.taxID> > > > .Select(rg, taxID);
if (tx == null)
{
tx = new Tax();
tx.TaxID = taxID;
//tx.Descr = string.Format("Avalara {0} {1}%", taxID, Convert.ToDecimal(result.TaxSummary[i].Rate)*100);
tx.Descr = PXMessages.LocalizeFormatNoPrefixNLA(TX.Messages.AvalaraTaxId, taxID);
tx.TaxType = CSTaxType.Sales;
tx.TaxCalcType = CSTaxCalcType.Doc;
tx.TaxCalcLevel = avalaraSetup.IsInclusiveTax == true ? CSTaxCalcLevel.Inclusive : CSTaxCalcLevel.CalcOnItemAmt;
tx.TaxApplyTermsDisc = CSTaxTermsDiscount.ToTaxableAmount;
tx.SalesTaxAcctID = vendor.SalesTaxAcctID;
tx.SalesTaxSubID = vendor.SalesTaxSubID;
tx.ExpenseAccountID = vendor.TaxExpenseAcctID;
tx.ExpenseSubID = vendor.TaxExpenseSubID;
tx.TaxVendorID = taxZone.TaxVendorID;
tx.IsExternal = true;
rg.Caches[typeof(Tax)].Insert(tx);
}
CRTaxTran tax = new CRTaxTran();
tax.OpportunityID = order.OpportunityID;
tax.TaxID = taxID;
tax.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate) * 100;
rg.Taxes.Insert(tax);
}
rg.Opportunity.SetValueExt <CROpportunity.curyTaxTotal>(order, Math.Abs(result.TotalTax));
try
{
rg.SkipAvalaraTaxProcessing = true;
rg.Save.Press();
}
finally
{
rg.SkipAvalaraTaxProcessing = false;
}
}
protected static GetTaxRequest BuildGetTaxRequest(OpportunityMaint rg, CROpportunity order)
{
if (order == null)
{
throw new PXArgumentException(ErrorMessages.ArgumentNullException);
}
BAccount cust = (BAccount)PXSelect <BAccount,
Where <BAccount.bAccountID, Equal <Required <BAccount.bAccountID> > > > .
Select(rg, order.BAccountID);
Location loc = (Location)PXSelect <Location,
Where <Location.bAccountID, Equal <Required <Location.bAccountID> >, And <Location.locationID, Equal <Required <Location.locationID> > > > > .
Select(rg, order.BAccountID, order.LocationID);
IAddressBase addressFrom = GetFromAddress(rg);
IAddressBase addressTo = GetToAddress(rg, order);
if (addressFrom == null)
{
throw new PXException(Messages.FailedGetFromAddressSO);
}
if (addressTo == null)
{
throw new PXException(Messages.FailedGetToAddressSO);
}
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = AvalaraMaint.CompanyCodeFromBranch(rg, rg.Accessinfo.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AvalaraMaint.FromAddress(addressFrom);
request.DestinationAddress = AvalaraMaint.FromAddress(addressTo);
request.DetailLevel = DetailLevel.Summary;
request.DocCode = string.Format("CR.{0}", order.OpportunityID);
request.DocDate = order.CloseDate.GetValueOrDefault();
int mult = 1;
if (!string.IsNullOrEmpty(loc.CAvalaraCustomerUsageType))
{
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = DocumentType.SalesOrder;
PXSelectBase <CROpportunityProducts> select = new PXSelectJoin <CROpportunityProducts,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <CROpportunityProducts.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <CROpportunityProducts.cROpportunityID, Equal <Current <CROpportunity.opportunityID> > >,
OrderBy <Asc <CROpportunityProducts.cROpportunityProductID> > >(rg);
foreach (PXResult <CROpportunityProducts, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
CROpportunityProducts tran = (CROpportunityProducts)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
Line line = new Line();
line.No = Convert.ToString(tran.CROpportunityProductID);
line.Amount = mult * tran.CuryAmount.GetValueOrDefault();
line.Description = tran.TransactionDescription;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Qty = Math.Abs(Convert.ToDouble(tran.Qty.GetValueOrDefault()));
line.Discounted = request.Discount > 0;
line.TaxIncluded = avalaraSetup.IsInclusiveTax == true;
if (avalaraSetup != null && avalaraSetup.SendRevenueAccount == true)
{
line.RevAcct = salesAccount.AccountCD;
}
line.TaxCode = tran.TaxCategoryID;
request.Lines.Add(line);
}
return(request);
}
protected static void ApplyAvalaraTax(OpportunityMaint rg, CROpportunity order, GetTaxResult result)
{
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
TaxZone taxZone = (TaxZone)PXSetup <TaxZone, Where <TaxZone.taxZoneID, Equal <Required <CROpportunity.taxZoneID> > > > .Select(rg, order.TaxZoneID);
AP.Vendor vendor = PXSelect <AP.Vendor, Where <AP.Vendor.bAccountID, Equal <Required <AP.Vendor.bAccountID> > > > .Select(rg, taxZone.TaxVendorID);
if (vendor == null)
{
throw new PXException("Tax Vendor is required but not found for the External TaxZone.");
}
Dictionary <string, CRTaxTran> existingRows = new Dictionary <string, CRTaxTran>();
foreach (PXResult <CRTaxTran, Tax> res in rg.Taxes.View.SelectMultiBound(new object[] { order }))
{
CRTaxTran taxTran = (CRTaxTran)res;
existingRows.Add(taxTran.TaxID.Trim().ToUpperInvariant(), taxTran);
}
rg.Views.Caches.Add(typeof(Tax));
for (int i = 0; i < result.TaxSummary.Count; i++)
{
string taxID = result.TaxSummary[i].TaxName.ToUpperInvariant();
//Insert Tax if not exists - just for the selectors sake
Tax tx = PXSelect <Tax, Where <Tax.taxID, Equal <Required <Tax.taxID> > > > .Select(rg, taxID);
if (tx == null)
{
tx = new Tax();
tx.TaxID = taxID;
//tx.Descr = string.Format("Avalara {0} {1}%", taxID, Convert.ToDecimal(result.TaxSummary[i].Rate)*100);
tx.Descr = string.Format("Avalara {0}", taxID);
tx.TaxType = CSTaxType.Sales;
tx.TaxCalcType = CSTaxCalcType.Doc;
tx.TaxCalcLevel = avalaraSetup.IsInclusiveTax == true ? CSTaxCalcLevel.Inclusive : CSTaxCalcLevel.CalcOnItemAmt;
tx.TaxApplyTermsDisc = CSTaxTermsDiscount.ToTaxableAmount;
tx.SalesTaxAcctID = vendor.SalesTaxAcctID;
tx.SalesTaxSubID = vendor.SalesTaxSubID;
tx.ExpenseAccountID = vendor.TaxExpenseAcctID;
tx.ExpenseSubID = vendor.TaxExpenseSubID;
tx.TaxVendorID = taxZone.TaxVendorID;
rg.Caches[typeof(Tax)].Insert(tx);
}
CRTaxTran existing = null;
existingRows.TryGetValue(taxID, out existing);
if (existing != null)
{
existing.TaxAmt = Math.Abs(result.TaxSummary[i].Tax);
existing.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
existing.TaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
existing.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
existing.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate);
rg.Taxes.Update(existing);
existingRows.Remove(existing.TaxID.Trim().ToUpperInvariant());
}
else
{
CRTaxTran tax = new CRTaxTran();
tax.OpportunityID = order.OpportunityID;
tax.TaxID = taxID;
tax.TaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.TaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate);
rg.Taxes.Insert(tax);
}
}
foreach (CRTaxTran taxTran in existingRows.Values)
{
rg.Taxes.Delete(taxTran);
}
rg.Opportunity.SetValueExt <CROpportunity.curyTaxTotal>(order, Math.Abs(result.TotalTax));
try
{
rg.SkipAvalaraTaxProcessing = true;
rg.Save.Press();
}
finally
{
rg.SkipAvalaraTaxProcessing = false;
}
}