public override void RowUpdated(PXCache sender, PXRowUpdatedEventArgs e)
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)e.Row;
if (row.LegacyReceipt == true)
{
if (!object.Equals(GetTaxCategory(sender, e.OldRow), GetTaxCategory(sender, e.Row)) ||
!object.Equals(GetCuryTranAmt(sender, e.OldRow), GetCuryTranAmt(sender, e.Row)) ||
!object.Equals(GetTaxZoneLocal(sender, e.OldRow), GetTaxZoneLocal(sender, e.Row)) ||
!object.Equals(GetRefNbr(sender, e.OldRow), GetRefNbr(sender, e.Row)) ||
!object.Equals(GetTaxID(sender, e.OldRow), GetTaxID(sender, e.Row)))
{
EPClaimReceiptController.DeleteLegacyTaxRows(sender.Graph, row.RefNbr);
PXCache cache = sender.Graph.Caches[_ChildType];
Preload(sender);
List <object> details = this.ChildSelect(cache, e.Row);
ReDefaultTaxes(cache, details);
_ParentRow = e.Row;
CalcTaxes(cache, null);
_ParentRow = null;
row.LegacyReceipt = false;
}
}
base.RowUpdated(sender, e);
}
protected virtual void EPExpenseClaimDetails_RefNbr_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)e.Row;
if (row != null)
{
EPClaimReceiptController.RefNbrUpdated(cache, CurrentClaim.Select(row.RefNbr), row);
}
}
protected virtual void EPExpenseClaimDetails_RowDeleting(PXCache cache, PXRowDeletingEventArgs e)
{
EPExpenseClaimDetails detail = e.Row as EPExpenseClaimDetails;
if (detail != null)
{
EPClaimReceiptController.RemoveReceipt(Details.Cache, detail);
e.Cancel = true;
}
}
protected virtual void EPExpenseClaimDetails_RowDeleted(PXCache cache, PXRowDeletedEventArgs e)
{
EPExpenseClaimDetails row = e.Row as EPExpenseClaimDetails;
if (row == null)
{
return;
}
EPClaimReceiptController.DeleteLegacyTaxRows(this, row.RefNbr);
}
protected virtual void EPExpenseClaimDetails_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)e.Row;
if (row != null)
{
bool legacy = row.LegacyReceipt == true && row.Released == false && !String.IsNullOrEmpty(row.TaxZoneID);
EPEmployee employeeRow = PXSelect <EPEmployee,
Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaimDetails.employeeID> > > > .Select(this, row.EmployeeID);
string taxZoneID = EPClaimReceiptController.GetTaxZoneID(this, employeeRow);
bool notMatchtaxZone = String.IsNullOrEmpty(row.TaxZoneID) && !String.IsNullOrEmpty(taxZoneID);
RaiseOrHideError <EPExpenseClaimDetails.claimDetailID>(cache,
row,
legacy || notMatchtaxZone,
notMatchtaxZone ? Messages.TaxZoneEmpty : Messages.LegacyReceipt, PXErrorLevel.RowWarning);
}
}
protected virtual void EPExpenseClaimDetails_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e)
{
EPExpenseClaimDetails row = e.Row as EPExpenseClaimDetails;
EPExpenseClaimDetails oldRow = e.OldRow as EPExpenseClaimDetails;
if (row == null || oldRow == null)
{
return;
}
if (row.RefNbr != oldRow.RefNbr || row.TaxCategoryID != oldRow.TaxCategoryID || row.TaxCalcMode != oldRow.TaxCalcMode || row.TaxZoneID != oldRow.TaxZoneID)
{
EPClaimReceiptController.DeleteLegacyTaxRows(this, row.RefNbr);
}
if (e.ExternalCall && !this.IsMobile)
{
if (row.TaxZoneID != oldRow.TaxZoneID && !string.IsNullOrEmpty(row.TaxZoneID))
{
EPEmployee employee = Employee.Select();
string taxZoneID = employee.ReceiptAndClaimTaxZoneID;
if (string.IsNullOrEmpty(taxZoneID))
{
Location location = PXSelect <Location,
Where <Location.locationID, Equal <Required <EPEmployee.defLocationID> > > > .Select(this, employee.DefLocationID);
taxZoneID = location?.VTaxZoneID;
}
if (row.TaxZoneID != taxZoneID)
{
Employee.Current = employee;
TaxZoneUpdateAskView.View.AskExt();
}
}
}
}
protected virtual void EPTaxTran_CuryExpenseAmt_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
EPClaimReceiptController.RecalcAmountInClaimCury(ClaimDetails.Cache, ClaimDetails.Current);
}
protected virtual void EPExpenseClaimDetails_CuryVATExemptTotal_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
EPClaimReceiptController.AmtFieldUpdated(cache, e);
}
protected virtual void EPExpenseClaimDetails_CuryTaxRoundDiff_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)
{
EPClaimReceiptController.AmtFieldUpdated(cache, e);
}
protected virtual void EPExpenseClaimDetails_RowSelected(PXCache cache, PXRowSelectedEventArgs e)
{
EPExpenseClaimDetails row = (EPExpenseClaimDetails)e.Row;
if (row != null)
{
EPExpenseClaim claim = (EPExpenseClaim)PXSelect <EPExpenseClaim, Where <EPExpenseClaim.refNbr, Equal <Required <EPExpenseClaimDetails.refNbr> > > > .SelectSingleBound(this, new object[] { null }, row.RefNbr);
bool enabledApprovalReceipt = PXAccess.FeatureInstalled <FeaturesSet.approvalWorkflow>() && epsetup.Current.ClaimDetailsAssignmentMapID != null;
bool legacyClaim = row.LegacyReceipt == true && !String.IsNullOrEmpty(row.RefNbr);
bool enabledEditReceipt = (row.Hold == true || !enabledApprovalReceipt) && !legacyClaim;
bool enabledRefNbr = true;
bool enabledEmployeeAndBranch = enabledEditReceipt && !(row.ClaimCuryInfoID == null && cache.AllowUpdate && !string.IsNullOrEmpty(row.RefNbr));
bool enabledFinancialDetails = (row.Rejected != true) && (row.Released != true);
bool NonProject = (CurrentContract.SelectSingle()?.ContractCD ?? PMSetup.DefaultNonProjectCode).Trim() == PMSetup.DefaultNonProjectCode;
bool claimReleased = false;
if (claim != null)
{
bool enabledEditClaim = (row.HoldClaim == true);
enabledEditReceipt = enabledEditReceipt && enabledEditClaim;
enabledRefNbr = enabledEditClaim;
enabledEmployeeAndBranch = false;
enabledFinancialDetails = enabledFinancialDetails && enabledEditClaim;
claimReleased = claim.Released == true;
}
enabledRefNbr = enabledRefNbr && row.LegacyReceipt == false;
Approval.AllowSelect = enabledApprovalReceipt;
Delete.SetEnabled(enabledEditReceipt && claim == null);
PXUIFieldAttribute.SetEnabled(cache, row, enabledEditReceipt);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.claimDetailID>(cache, row, true);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.refNbr>(cache, row, enabledRefNbr);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.employeeID>(cache, row, enabledEmployeeAndBranch);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.branchID>(cache, row, enabledEmployeeAndBranch);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.expenseAccountID>(cache, row, enabledFinancialDetails);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.expenseSubID>(cache, row, enabledFinancialDetails);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.salesAccountID>(cache, row, enabledFinancialDetails && (row.Billable == true));
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.salesSubID>(cache, row, enabledFinancialDetails && (row.Billable == true));
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxCategoryID>(cache, row, enabledFinancialDetails);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.customerID>(cache, row, NonProject && !claimReleased);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.customerLocationID>(cache, row, NonProject && !claimReleased);
action.SetEnabled("Submit", cache.GetStatus(row) != PXEntryStatus.Inserted && row.Hold == true);
if (row.ContractID != null && (bool)row.Billable && row.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(this, row.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.taskID>(e.Row, task.TaskCD, new PXSetPropertyException(PM.Messages.TaskInvisibleInModule, task.TaskCD, GL.BatchModule.AP));
}
}
CurrencyInfo info = (CurrencyInfo)PXSelect <CurrencyInfo, Where <CurrencyInfo.curyInfoID, Equal <Current <EPExpenseClaimDetails.curyInfoID> > > > .SelectSingleBound(this, new object[] { row });
if (info != null && info.CuryRateTypeID != null && info.CuryEffDate != null && row.ExpenseDate != null && info.CuryEffDate < row.ExpenseDate)
{
CurrencyRateType ratetype = (CurrencyRateType)PXSelectorAttribute.Select <CurrencyInfo.curyRateTypeID>(currencyinfo.Cache, info);
if (ratetype != null && ratetype.RateEffDays > 0 &&
((TimeSpan)(row.ExpenseDate - info.CuryEffDate)).Days > ratetype.RateEffDays)
{
PXRateIsNotDefinedForThisDateException exc = new PXRateIsNotDefinedForThisDateException(info.CuryRateTypeID, info.BaseCuryID, info.CuryID, (DateTime)row.ExpenseDate);
cache.RaiseExceptionHandling <EPExpenseClaimDetails.expenseDate>(e.Row, ((EPExpenseClaimDetails)e.Row).ExpenseDate, exc);
}
}
string message = PXUIFieldAttribute.GetError <CurrencyInfo.curyID>(currencyinfo.Cache, info);
if (string.IsNullOrEmpty(message) && info != null && info.CuryRate == null)
{
message = CM.Messages.RateNotFound;
}
if (string.IsNullOrEmpty(message))
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyID>(e.Row, null, null);
}
else
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyID>(e.Row, null, new PXSetPropertyException(message, PXErrorLevel.Warning));
}
bool allowEdit = this.Accessinfo.UserID == row.CreatedByID;
if (Employee.Current != null)
{
if (!allowEdit && this.Accessinfo.UserID == Employee.Current.UserID)
{
allowEdit = true;
}
if (!allowEdit)
{
EPWingman wingMan = PXSelectJoin <EPWingman,
InnerJoin <EPEmployee, On <EPWingman.wingmanID, Equal <EPEmployee.bAccountID> > >,
Where <EPWingman.employeeID, Equal <Required <EPWingman.employeeID> >,
And <EPEmployee.userID, Equal <Required <EPEmployee.userID> > > > > .Select(this, row.EmployeeID, Accessinfo.UserID);
if (wingMan != null)
{
allowEdit = true;
}
}
}
//Another conditions in automation steps
if (!allowEdit)
{
action.SetEnabled(MsgNotLocalizable.PutOnHold, false);
}
bool taxSettingsEnabled = enabledEditReceipt && (epsetup.Current.AllowMixedTaxSettingInClaims == true || CurrentClaimDetails.Current.RefNbr == null);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxZoneID>(cache, row, taxSettingsEnabled);
ValidateProjectAndProjectTask(row);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxCalcMode>(cache, row, taxSettingsEnabled);
PXUIFieldAttribute.SetEnabled <EPExpenseClaimDetails.taxCategoryID>(cache, row, enabledEditReceipt);
PXUIFieldAttribute.SetVisible <EPExpenseClaimDetails.curyTipAmt>(ClaimDetails.Cache, null, epsetup.Current.NonTaxableTipItem.HasValue || (row.CuryTipAmt ?? 0) != 0);
Taxes.Cache.SetAllEditPermissions(enabledEditReceipt);
RaiseOrHideError <EPExpenseClaimDetails.refNbr>(cache, row, legacyClaim && row.Released == false, Messages.LegacyClaim, PXErrorLevel.Warning, row.RefNbr);
RaiseOrHideError <EPExpenseClaimDetails.claimDetailID>(cache, row, row.LegacyReceipt == true && row.Released == false && !String.IsNullOrEmpty(row.TaxZoneID), Messages.LegacyReceipt, PXErrorLevel.Warning);
EPEmployee employeeRow = Employee.Select();
string taxZoneID = EPClaimReceiptController.GetTaxZoneID(this, employeeRow);
bool notMatchtaxZone = String.IsNullOrEmpty(row.TaxZoneID) && !String.IsNullOrEmpty(taxZoneID);
RaiseOrHideError <EPExpenseClaimDetails.taxZoneID>(cache, row, notMatchtaxZone && row.Released == false, Messages.TaxZoneEmpty, PXErrorLevel.Warning);
if (UseTaxes.Select().Count != 0)
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyTaxTotal>(row, row.CuryTaxTotal,
new PXSetPropertyException(TX.Messages.UseTaxExcludedFromTotals, PXErrorLevel.Warning));
}
else
{
cache.RaiseExceptionHandling <EPExpenseClaimDetails.curyTaxTotal>(row, row.CuryTaxTotal, null);
}
}
}
protected virtual void EPExpenseClaimDetails_SalesSubID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)
{
EPClaimReceiptController.SalesSubID_FieldDefaulting(sender, e, epsetup.Current.SalesSubMask);
}
public static void ReleaseDoc(EPExpenseClaim claim)
{
#region prepare required variables
APInvoiceEntry docgraph = PXGraph.CreateInstance <APInvoiceEntry>();
ExpenseClaimEntry expenseClaimGraph = PXGraph.CreateInstance <ExpenseClaimEntry>();
var receipts = PXSelect <EPExpenseClaimDetails,
Where <EPExpenseClaimDetails.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(expenseClaimGraph, claim.RefNbr).Select(
result => (EPExpenseClaimDetails)result).GroupBy(
item => Tuple.Create(
item.TaxZoneID,
item.TaxCalcMode
)).ToDictionary(x => x.Key, group => group.ToList());
if (receipts.Count() == 0)
{
receipts.Add(Tuple.Create(claim.TaxZoneID, claim.TaxCalcMode), new List <EPExpenseClaimDetails>());
}
EPSetup epsetup = PXSelectReadonly <EPSetup> .Select(docgraph);
APSetup apsetup = PXSelectReadonly <APSetup> .Select(docgraph);
EPEmployee employee = PXSelect <EPEmployee, Where <EPEmployee.bAccountID, Equal <Required <EPExpenseClaim.employeeID> > > > .Select(docgraph, claim.EmployeeID);
Location emplocation = PXSelect <Location, Where <Location.bAccountID, Equal <Required <EPExpenseClaim.employeeID> >, And <Location.locationID, Equal <Required <EPExpenseClaim.locationID> > > > > .Select(docgraph, claim.EmployeeID, claim.LocationID);
List <APRegister> doclist = new List <APRegister>();
expenseClaimGraph.SelectTimeStamp();
#endregion
using (PXTransactionScope ts = new PXTransactionScope())
{
foreach (var res in receipts)
{
docgraph.Clear(PXClearOption.ClearAll);
docgraph.SelectTimeStamp();
docgraph.vendor.Current = employee;
docgraph.location.Current = emplocation;
CurrencyInfo infoOriginal = PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaim.curyInfoID> > > > .Select(docgraph, claim.CuryInfoID);
CurrencyInfo info = PXCache <CurrencyInfo> .CreateCopy(infoOriginal);
info.CuryInfoID = null;
info = docgraph.currencyinfo.Insert(info);
#region CreateInoiceHeader
APInvoice invoice = new APInvoice();
bool reversedDocument = false;
if (res.Value.Sum(_ => _.ClaimCuryTranAmtWithTaxes) < 0)
{
invoice.DocType = APInvoiceType.DebitAdj;
reversedDocument = true;
}
else
{
invoice.DocType = APInvoiceType.Invoice;
}
decimal signOperation;
if (reversedDocument)
{
signOperation = -1;
}
else
{
signOperation = 1;
}
invoice.CuryInfoID = info.CuryInfoID;
invoice.Hold = true;
invoice.Released = false;
invoice.Printed = false;
invoice.OpenDoc = true;
invoice.DocDate = claim.DocDate;
invoice.FinPeriodID = claim.FinPeriodID;
invoice.InvoiceNbr = claim.RefNbr;
invoice.DocDesc = claim.DocDesc;
invoice.VendorID = claim.EmployeeID;
invoice.CuryID = info.CuryID;
invoice.VendorLocationID = claim.LocationID;
invoice.APAccountID = emplocation != null ? emplocation.APAccountID : null;
invoice.APSubID = emplocation != null ? emplocation.APSubID : null;
invoice.TaxZoneID = res.Key.Item1;
invoice.TaxCalcMode = res.Key.Item2;
invoice.BranchID = claim.BranchID;
invoice.OrigModule = BatchModule.EP;
invoice.OrigRefNbr = claim.RefNbr;
invoice = docgraph.Document.Insert(invoice);
PXCache <CurrencyInfo> .RestoreCopy(info, infoOriginal);
info.CuryInfoID = invoice.CuryInfoID;
PXCache claimcache = docgraph.Caches[typeof(EPExpenseClaim)];
PXCache claimdetailcache = docgraph.Caches[typeof(EPExpenseClaimDetails)];
PXNoteAttribute.CopyNoteAndFiles(claimcache, claim, docgraph.Document.Cache, invoice, epsetup.GetCopyNoteSettings <PXModule.ap>());
#endregion
TaxAttribute.SetTaxCalc <APTran.taxCategoryID, APTaxAttribute>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
decimal?claimCuryTaxRoundDiff = 0m;
decimal?claimTaxRoundDiff = 0m;
foreach (EPExpenseClaimDetails claimdetail in res.Value)
{
#region AddDetails
decimal tipQty;
if (reversedDocument == claimdetail.ClaimCuryTranAmtWithTaxes < 0)
{
tipQty = 1;
}
else
{
tipQty = -1;
}
Contract contract = PXSelect <Contract, Where <Contract.contractID, Equal <Required <EPExpenseClaimDetails.contractID> > > > .SelectSingleBound(docgraph, null, claimdetail.ContractID);
if (claimdetail.TaskID != null)
{
PMTask task = PXSelect <PMTask, Where <PMTask.taskID, Equal <Required <PMTask.taskID> > > > .Select(expenseClaimGraph, claimdetail.TaskID);
if (task != null && !(bool)task.VisibleInAP)
{
throw new PXException(PM.Messages.TaskInvisibleInModule, task.TaskCD, BatchModule.AP);
}
}
APTran tran = new APTran();
tran.InventoryID = claimdetail.InventoryID;
tran.TranDesc = claimdetail.TranDesc;
decimal unitCost;
decimal amount;
decimal taxableAmt;
decimal taxAmt;
if (EPClaimReceiptController.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
unitCost = claimdetail.CuryUnitCost ?? 0m;
amount = claimdetail.CuryTaxableAmt ?? 0m;
taxableAmt = claimdetail.CuryTaxableAmtFromTax ?? 0m;
taxAmt = claimdetail.CuryTaxAmt ?? 0m;
}
else
{
if (claimdetail.CuryUnitCost == null || claimdetail.CuryUnitCost == 0m)
{
unitCost = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.UnitCost, out unitCost);
}
if (claimdetail.CuryTaxableAmt == null || claimdetail.CuryTaxableAmt == 0m)
{
amount = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmt, out amount);
}
if (claimdetail.CuryTaxableAmtFromTax == null || claimdetail.CuryTaxableAmtFromTax == 0m)
{
taxableAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxableAmtFromTax, out taxableAmt);
}
if (claimdetail.CuryTaxAmt == null || claimdetail.CuryTaxAmt == 0m)
{
taxAmt = 0m;
}
else
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TaxAmt, out taxAmt);
}
}
tran.ManualPrice = true;
tran.CuryUnitCost = unitCost;
tran.Qty = claimdetail.Qty * signOperation;
tran.UOM = claimdetail.UOM;
tran.NonBillable = claimdetail.Billable != true;
claimCuryTaxRoundDiff += (claimdetail.ClaimCuryTaxRoundDiff ?? 0m) * signOperation;
claimTaxRoundDiff += (claimdetail.ClaimTaxRoundDiff ?? 0m) * signOperation;
tran.Date = claimdetail.ExpenseDate;
if (contract.BaseType == PMProject.ProjectBaseType.Project)
{
tran.ProjectID = claimdetail.ContractID;
}
else
{
tran.ProjectID = ProjectDefaultAttribute.NonProject();
}
tran.TaskID = claimdetail.TaskID;
tran.CostCodeID = claimdetail.CostCodeID;
tran.AccountID = claimdetail.ExpenseAccountID;
tran.SubID = claimdetail.ExpenseSubID;
tran.TaxCategoryID = claimdetail.TaxCategoryID;
tran.BranchID = claimdetail.BranchID;
tran = docgraph.Transactions.Insert(tran);
tran.CuryLineAmt = amount * signOperation;
tran.CuryTaxAmt = 0;
tran.CuryTaxableAmt = taxableAmt * signOperation;
tran.CuryTaxAmt = taxAmt * signOperation;
tran = docgraph.Transactions.Update(tran);
if ((claimdetail.CuryTipAmt ?? 0) != 0)
{
APTran tranTip = new APTran();
if (epsetup.NonTaxableTipItem == null)
{
throw new PXException(Messages.TipItemIsNotDefined);
}
IN.InventoryItem tipItem = PXSelect <IN.InventoryItem,
Where <IN.InventoryItem.inventoryID, Equal <Required <IN.InventoryItem.inventoryID> > > > .Select(docgraph, epsetup.NonTaxableTipItem);
if (tipItem == null)
{
string fieldname = PXUIFieldAttribute.GetDisplayName <EPSetup.nonTaxableTipItem>(docgraph.Caches[typeof(EPSetup)]);
throw new PXException(ErrorMessages.ValueDoesntExistOrNoRights, fieldname, epsetup.NonTaxableTipItem);
}
tranTip.InventoryID = epsetup.NonTaxableTipItem;
tranTip.TranDesc = tipItem.Descr;
if (EPClaimReceiptController.IsSameCury(expenseClaimGraph, claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID))
{
tranTip.CuryUnitCost = Math.Abs(claimdetail.CuryTipAmt ?? 0m);
tranTip.CuryTranAmt = claimdetail.CuryTipAmt * signOperation;
}
else
{
decimal tipAmt;
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, (decimal)claimdetail.TipAmt, out tipAmt);
tranTip.CuryUnitCost = Math.Abs(tipAmt);
tranTip.CuryTranAmt = tipAmt * signOperation;
}
tranTip.Qty = tipQty;
tranTip.UOM = tipItem.BaseUnit;
tranTip.NonBillable = claimdetail.Billable != true;
tranTip.Date = claimdetail.ExpenseDate;
tranTip.BranchID = claimdetail.BranchID;
tranTip = docgraph.Transactions.Insert(tranTip);
if (epsetup.UseReceiptAccountForTips == true)
{
tranTip.AccountID = claimdetail.ExpenseAccountID;
tranTip.SubID = claimdetail.ExpenseSubID;
}
else
{
tranTip.AccountID = tipItem.COGSAcctID;
Location companyloc = (Location)PXSelectJoin <Location,
InnerJoin <BAccountR, On <Location.bAccountID, Equal <BAccountR.bAccountID>,
And <Location.locationID, Equal <BAccountR.defLocationID> > >,
InnerJoin <GL.Branch, On <BAccountR.bAccountID, Equal <GL.Branch.bAccountID> > > >,
Where <GL.Branch.branchID, Equal <Current <APInvoice.branchID> > > > .Select(docgraph);
PMTask task = PXSelect <PMTask,
Where <PMTask.projectID, Equal <Required <PMTask.projectID> >,
And <PMTask.taskID, Equal <Required <PMTask.taskID> > > > > .Select(docgraph, claimdetail.ContractID, claimdetail.TaskID);
Location customerLocation = (Location)PXSelectorAttribute.Select <EPExpenseClaimDetails.customerLocationID>(claimdetailcache, claimdetail);
int?employee_SubID = (int?)docgraph.Caches[typeof(EPEmployee)].GetValue <EPEmployee.expenseSubID>(employee);
int?item_SubID = (int?)docgraph.Caches[typeof(IN.InventoryItem)].GetValue <IN.InventoryItem.cOGSSubID>(tipItem);
int?company_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cMPExpenseSubID>(companyloc);
int?project_SubID = (int?)docgraph.Caches[typeof(Contract)].GetValue <Contract.defaultSubID>(contract);
int?task_SubID = (int?)docgraph.Caches[typeof(PMTask)].GetValue <PMTask.defaultSubID>(task);
int?location_SubID = (int?)docgraph.Caches[typeof(Location)].GetValue <Location.cSalesSubID>(customerLocation);
object value = SubAccountMaskAttribute.MakeSub <EPSetup.expenseSubMask>(docgraph, epsetup.ExpenseSubMask,
new object[] { employee_SubID, item_SubID, company_SubID, project_SubID, task_SubID, location_SubID },
new Type[] { typeof(EPEmployee.expenseSubID), typeof(IN.InventoryItem.cOGSSubID), typeof(Location.cMPExpenseSubID), typeof(Contract.defaultSubID), typeof(PMTask.defaultSubID), typeof(Location.cSalesSubID) });
docgraph.Caches[typeof(APTran)].RaiseFieldUpdating <APTran.subID>(tranTip, ref value);
tranTip.SubID = (int?)value;
}
tranTip = docgraph.Transactions.Update(tranTip);
tranTip.TaxCategoryID = tipItem.TaxCategoryID;
tranTip.ProjectID = tran.ProjectID;
tranTip.TaskID = tran.TaskID;
tranTip = AddTaxes(docgraph, invoice, signOperation, claimdetail, tranTip, true);
tranTip = docgraph.Transactions.Update(tranTip);
}
PXNoteAttribute.CopyNoteAndFiles(claimdetailcache, claimdetail, docgraph.Transactions.Cache, tran, epsetup.GetCopyNoteSettings <PXModule.ap>());
claimdetail.Released = true;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
#endregion
tran = AddTaxes(docgraph, invoice, signOperation, claimdetail, tran, false);
}
#region legacy taxes
foreach (EPTaxAggregate tax in PXSelectReadonly <EPTaxAggregate,
Where <EPTaxAggregate.refNbr, Equal <Required <EPExpenseClaim.refNbr> > > > .Select(docgraph, claim.RefNbr))
{
#region Add taxes
APTaxTran new_aptax = docgraph.Taxes.Search <APTaxTran.taxID>(tax.TaxID);
if (new_aptax == null)
{
new_aptax = new APTaxTran();
new_aptax.TaxID = tax.TaxID;
new_aptax = docgraph.Taxes.Insert(new_aptax);
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.CuryTaxableAmt = 0m;
new_aptax.CuryTaxAmt = 0m;
new_aptax.CuryExpenseAmt = 0m;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
}
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.TaxRate = tax.TaxRate;
new_aptax.CuryTaxableAmt = (new_aptax.CuryTaxableAmt ?? 0m) + tax.CuryTaxableAmt * signOperation;
new_aptax.CuryTaxAmt = (new_aptax.CuryTaxAmt ?? 0m) + tax.CuryTaxAmt * signOperation;
new_aptax.CuryExpenseAmt = (new_aptax.CuryExpenseAmt ?? 0m) + tax.CuryExpenseAmt * signOperation;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
#endregion
}
#endregion
invoice.CuryOrigDocAmt = invoice.CuryDocBal;
invoice.CuryTaxAmt = invoice.CuryTaxTotal;
invoice.Hold = false;
docgraph.Document.Update(invoice);
invoice.CuryTaxRoundDiff = invoice.CuryRoundDiff = invoice.CuryRoundDiff = claimCuryTaxRoundDiff;
invoice.TaxRoundDiff = invoice.RoundDiff = claimTaxRoundDiff;
bool inclusive = PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.inclusive> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0;
if ((invoice.TaxCalcMode == TaxCalculationMode.Gross &&
PXSelectJoin <APTaxTran, InnerJoin <Tax,
On <APTaxTran.taxID, Equal <Tax.taxID> > >,
Where <APTaxTran.refNbr, Equal <Required <APInvoice.refNbr> >,
And <APTaxTran.tranType, Equal <Required <APInvoice.docType> >,
And <Tax.taxCalcLevel, Equal <CSTaxCalcLevel.calcOnItemAmt> > > > >
.Select(docgraph, invoice.RefNbr, invoice.DocType).Count > 0) ||
inclusive)
{
decimal curyAdditionalDiff = -(invoice.CuryTaxRoundDiff ?? 0m) + (invoice.CuryTaxAmt ?? 0m) - (invoice.CuryDocBal ?? 0m);
decimal additionalDiff = -(invoice.TaxRoundDiff ?? 0m) + (invoice.TaxAmt ?? 0m) - (invoice.DocBal ?? 0m);
foreach (APTran line in docgraph.Transactions.Select())
{
curyAdditionalDiff += (line.CuryTaxableAmt ?? 0m) == 0m ? (line.CuryTranAmt ?? 0m) : (line.CuryTaxableAmt ?? 0m);
additionalDiff += (line.TaxableAmt ?? 0m) == 0m ? (line.TranAmt ?? 0m) : (line.TaxableAmt ?? 0m);
}
invoice.CuryTaxRoundDiff += curyAdditionalDiff;
invoice.TaxRoundDiff += additionalDiff;
}
docgraph.Document.Update(invoice);
docgraph.Save.Press();
foreach (EPExpenseClaimDetails claimdetail in res.Value)
{
claimdetail.APDocType = invoice.DocType;
claimdetail.APRefNbr = invoice.RefNbr;
expenseClaimGraph.ExpenseClaimDetails.Update(claimdetail);
}
claim.Status = EPExpenseClaimStatus.ReleasedStatus;
claim.Released = true;
expenseClaimGraph.ExpenseClaim.Update(claim);
#region EP History Update
EPHistory hist = new EPHistory();
hist.EmployeeID = invoice.VendorID;
hist.FinPeriodID = invoice.FinPeriodID;
hist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(hist);
hist.FinPtdClaimed += invoice.DocBal;
hist.FinYtdClaimed += invoice.DocBal;
if (invoice.FinPeriodID == invoice.TranPeriodID)
{
hist.TranPtdClaimed += invoice.DocBal;
hist.TranYtdClaimed += invoice.DocBal;
}
else
{
EPHistory tranhist = new EPHistory();
tranhist.EmployeeID = invoice.VendorID;
tranhist.FinPeriodID = invoice.TranPeriodID;
tranhist = (EPHistory)expenseClaimGraph.Caches[typeof(EPHistory)].Insert(tranhist);
tranhist.TranPtdClaimed += invoice.DocBal;
tranhist.TranYtdClaimed += invoice.DocBal;
}
expenseClaimGraph.Views.Caches.Add(typeof(EPHistory));
#endregion
expenseClaimGraph.Save.Press();
doclist.Add(docgraph.Document.Current);
}
ts.Complete();
}
if ((bool)epsetup.AutomaticReleaseAP == true)
{
APDocumentRelease.ReleaseDoc(doclist, false);
}
}
private static void ClaimDetail(List <EPExpenseClaimDetails> details)
{
PXSetup <EPSetup> epsetup = new PXSetup <EPSetup>(PXGraph.CreateInstance(typeof(ExpenseClaimDetailEntry)));
bool enabledApprovalReceipt = PXAccess.FeatureInstalled <FeaturesSet.approvalWorkflow>() && epsetup.Current.ClaimDetailsAssignmentMapID != null;
bool isError = false;
bool notAllApproved = false;
Dictionary <string, EPExpenseClaim> result = new Dictionary <string, EPExpenseClaim>();
IEnumerable <Receipts> List;
if (epsetup.Current.AllowMixedTaxSettingInClaims == true)
{
List = details.Where(item => string.IsNullOrEmpty(item.RefNbr)).OrderBy(detail => detail.ClaimDetailID).GroupBy(
item => new
{
item.EmployeeID,
item.BranchID,
item.CustomerID,
item.CustomerLocationID,
},
(key, item) => new Receipts
{
employee = key.EmployeeID,
branch = key.BranchID,
customer = key.CustomerID,
customerLocation = key.CustomerLocationID,
details = item
}
);
}
else
{
List = details.Where(item => string.IsNullOrEmpty(item.RefNbr)).OrderBy(detail => detail.ClaimDetailID).GroupBy(
item => new
{
item.EmployeeID,
item.BranchID,
item.CustomerID,
item.CustomerLocationID,
item.TaxZoneID,
item.TaxCalcMode
},
(key, item) => new Receipts
{
employee = key.EmployeeID,
branch = key.BranchID,
customer = key.CustomerID,
customerLocation = key.CustomerLocationID,
details = item
}
);
}
foreach (Receipts item in List)
{
isError = false;
notAllApproved = false;
using (PXTransactionScope ts = new PXTransactionScope())
{
ExpenseClaimEntry expenseClaimEntry = CreateInstance <ExpenseClaimEntry>();
expenseClaimEntry.SelectTimeStamp();
EPExpenseClaim expenseClaim = (EPExpenseClaim)expenseClaimEntry.ExpenseClaim.Cache.CreateInstance();
expenseClaim.EmployeeID = item.employee;
expenseClaim.BranchID = item.branch;
expenseClaim.CustomerID = item.customer;
expenseClaim.DocDesc = EP.Messages.SubmittedReceipt;
expenseClaim = expenseClaimEntry.ExpenseClaim.Update(expenseClaim);
expenseClaim.CustomerLocationID = item.customerLocation;
expenseClaim.TaxCalcMode = item.details.First().TaxCalcMode;
expenseClaim.TaxZoneID = item.details.First().TaxZoneID;
foreach (EPExpenseClaimDetails detail in item.details)
{
PXProcessing <EPExpenseClaimDetails> .SetCurrentItem(detail);
if (detail.Approved ?? false)
{
try
{
if (detail.TipAmt != 0 && epsetup.Current.NonTaxableTipItem == null)
{
PXProcessing <EPExpenseClaimDetails> .SetError(Messages.TipItemIsNotDefined);
isError = true;
}
else
{
EPClaimReceiptController.SubmitReceipt(expenseClaimEntry.ExpenseClaim.Cache,
expenseClaimEntry.ExpenseClaimDetails.Cache, expenseClaimEntry.ExpenseClaim.Current, detail);
PXProcessing <EPExpenseClaimDetails> .SetProcessed();
}
expenseClaimEntry.Save.Press();
if (!result.ContainsKey(expenseClaim.RefNbr))
{
result.Add(expenseClaim.RefNbr, expenseClaim);
}
detail.RefNbr = expenseClaim.RefNbr;
}
catch (Exception ex)
{
PXProcessing <EPExpenseClaimDetails> .SetError(ex);
isError = true;
}
}
else
{
PXProcessing.SetError(enabledApprovalReceipt
? Messages.ReceiptNotApproved
: Messages.ReceiptTakenOffHold);
notAllApproved = true;
}
}
if (!isError)
{
ts.Complete();
}
}
}
if (!isError && !notAllApproved)
{
if (result.Count == 1)
{
ExpenseClaimEntry expenseClaimEntry = CreateInstance <ExpenseClaimEntry>();
PXRedirectHelper.TryRedirect(expenseClaimEntry, result.First().Value, PXRedirectHelper.WindowMode.InlineWindow);
}
}
else
{
PXProcessing <EPExpenseClaimDetails> .SetCurrentItem(null);
throw new PXException(Messages.ErrorProcessingReceipts);
}
}
private static APTran AddTaxes(APInvoiceEntry docgraph, ExpenseClaimEntry expenseClaimGraph, APInvoice invoice, decimal signOperation, EPExpenseClaimDetails claimdetail, APTran tran, bool isTipTran)
{
var cmdEPTaxTran = new PXSelect <EPTaxTran,
Where <EPTaxTran.claimDetailID, Equal <Required <EPTaxTran.claimDetailID> > > >(docgraph);
var cmdEPTax = new PXSelect <EPTax,
Where <EPTax.claimDetailID, Equal <Required <EPTax.claimDetailID> >,
And <EPTax.taxID, Equal <Required <EPTax.taxID> > > > >(docgraph);
if (isTipTran)
{
cmdEPTaxTran.WhereAnd <Where <EPTaxTran.isTipTax, Equal <True> > >();
cmdEPTax.WhereAnd <Where <EPTax.isTipTax, Equal <True> > >();
}
else
{
cmdEPTaxTran.WhereAnd <Where <EPTaxTran.isTipTax, Equal <False> > >();
cmdEPTax.WhereAnd <Where <EPTax.isTipTax, Equal <False> > >();
}
CurrencyInfo expenseCuriInfo = PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaimDetails.curyInfoID> > > > .SelectSingleBound(docgraph, null, claimdetail.CuryInfoID);
CurrencyInfo currencyinfo = PXSelect <CurrencyInfo,
Where <CurrencyInfo.curyInfoID, Equal <Required <EPExpenseClaimDetails.curyInfoID> > > > .SelectSingleBound(docgraph, null, claimdetail.ClaimCuryInfoID);
foreach (EPTaxTran epTaxTran in cmdEPTaxTran.Select(claimdetail.ClaimDetailID))
{
#region Add taxes
APTaxTran new_aptax = docgraph.Taxes.Search <APTaxTran.taxID>(epTaxTran.TaxID);
if (new_aptax == null)
{
new_aptax = new APTaxTran();
new_aptax.TaxID = epTaxTran.TaxID;
TaxAttribute.SetTaxCalc <APTran.taxCategoryID>(docgraph.Transactions.Cache, null, TaxCalc.NoCalc);
new_aptax = docgraph.Taxes.Insert(new_aptax);
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.CuryTaxableAmt = 0m;
new_aptax.CuryTaxAmt = 0m;
new_aptax.CuryExpenseAmt = 0m;
new_aptax = docgraph.Taxes.Update(new_aptax);
}
}
if (new_aptax != null)
{
new_aptax = PXCache <APTaxTran> .CreateCopy(new_aptax);
new_aptax.TaxRate = epTaxTran.TaxRate;
new_aptax.CuryTaxableAmt = (new_aptax.CuryTaxableAmt ?? 0m) + epTaxTran.ClaimCuryTaxableAmt * signOperation;
new_aptax.CuryTaxAmt = (new_aptax.CuryTaxAmt ?? 0m) + epTaxTran.ClaimCuryTaxAmt * signOperation;
new_aptax.CuryExpenseAmt = (new_aptax.CuryExpenseAmt ?? 0m) + epTaxTran.ClaimCuryExpenseAmt * signOperation;
TaxAttribute.SetTaxCalc <APTran.taxCategoryID>(docgraph.Transactions.Cache, null, TaxCalc.ManualCalc);
new_aptax = docgraph.Taxes.Update(new_aptax);
//On first inserting APTaxTran APTax line will be created automatically.
//However, new APTax will not be inserted on APTaxTran line update, even if we already have more lines.
//So, we have to do it manually.
APTax aptax = docgraph.Tax_Rows.Search <APTax.lineNbr, APTax.taxID>(tran.LineNbr, new_aptax.TaxID);
if (aptax == null)
{
EPTax epTax = cmdEPTax.Select(claimdetail.ClaimDetailID, new_aptax.TaxID);
decimal ClaimCuryTaxableAmt = 0m;
decimal ClaimCuryTaxAmt = 0m;
decimal ClaimCuryExpenseAmt = 0m;
if (EPClaimReceiptController.IsSameCury(claimdetail.CuryInfoID, claimdetail.ClaimCuryInfoID, expenseCuriInfo, currencyinfo))
{
ClaimCuryTaxableAmt = epTax.CuryTaxableAmt ?? 0m;
ClaimCuryTaxAmt = epTax.CuryTaxAmt ?? 0m;
ClaimCuryExpenseAmt = epTax.CuryExpenseAmt ?? 0m;
}
else if (currencyinfo?.CuryRate != null)
{
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, epTax.TaxableAmt ?? 0m, out ClaimCuryTaxableAmt);
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, epTax.TaxAmt ?? 0m, out ClaimCuryTaxAmt);
PXCurrencyAttribute.CuryConvCury <EPExpenseClaimDetails.claimCuryInfoID>(expenseClaimGraph.ExpenseClaimDetails.Cache, claimdetail, epTax.ExpenseAmt ?? 0m, out ClaimCuryExpenseAmt);
}
aptax = docgraph.Tax_Rows.Insert(new APTax()
{
LineNbr = tran.LineNbr,
TaxID = new_aptax.TaxID,
TaxRate = epTax.TaxRate,
CuryTaxableAmt = ClaimCuryTaxableAmt * signOperation,
CuryTaxAmt = ClaimCuryTaxAmt * signOperation,
CuryExpenseAmt = ClaimCuryExpenseAmt * signOperation
});
}
Tax taxRow = PXSelect <Tax, Where <Tax.taxID, Equal <Required <Tax.taxID> > > > .Select(docgraph, new_aptax.TaxID);
if ((taxRow.TaxCalcLevel == CSTaxCalcLevel.Inclusive ||
(invoice.TaxCalcMode == TaxCalculationMode.Gross && taxRow.TaxCalcLevel == CSTaxCalcLevel.CalcOnItemAmt)) &&
(tran.CuryTaxableAmt == null || tran.CuryTaxableAmt == 0m))
{
tran.CuryTaxableAmt = epTaxTran.ClaimCuryTaxableAmt * signOperation;
tran.CuryTaxAmt = epTaxTran.ClaimCuryTaxAmt * signOperation;
tran = docgraph.Transactions.Update(tran);
}
}
#endregion
}
return(tran);
}