protected virtual void _(Events.FieldDefaulting <PMBudget, PMBudget.description> e)
{
if (e.Row == null)
{
return;
}
if (CostCodeAttribute.UseCostCode())
{
if (e.Row.CostCodeID != null && e.Row.CostCodeID != CostCodeAttribute.GetDefaultCostCode())
{
PMCostCode costCode = PXSelectorAttribute.Select <PMBudget.costCodeID>(e.Cache, e.Row) as PMCostCode;
if (costCode != null)
{
e.NewValue = costCode.Description;
}
}
}
else
{
if (e.Row.InventoryID != null && e.Row.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
InventoryItem item = PXSelectorAttribute.Select <PMBudget.inventoryID>(e.Cache, e.Row) as InventoryItem;
if (item != null)
{
e.NewValue = item.Descr;
}
}
}
}
public virtual void EnsureDefaultCostCode(PMSetup row)
{
PMCostCode costcode = DefaultCostCode.SelectWindowed(0, 1);
if (costcode == null)
{
InsertDefaultCostCode(row);
}
else
{
if (costcode.CostCodeCD.Length != GetCostCodeLength())
{
costcode.CostCodeCD = new string('0', GetCostCodeLength());
if (DefaultCostCode.Cache.GetStatus(costcode) == PXEntryStatus.Notchanged)
{
DefaultCostCode.Cache.SetStatus(costcode, PXEntryStatus.Updated);
}
DefaultCostCode.Cache.IsDirty = true;
}
if (costcode.NoteID == null)
{
costcode.NoteID = Guid.NewGuid();
if (DefaultCostCode.Cache.GetStatus(costcode) == PXEntryStatus.Notchanged)
{
DefaultCostCode.Cache.SetStatus(costcode, PXEntryStatus.Updated);
}
DefaultCostCode.Cache.IsDirty = true;
}
}
}
public string GetValidationWarning(int costCodeID)
{
PMTask task = SelectFrom <PMTask>
.Where <PMTask.taskID.IsEqual <@P.AsInt> >
.View
.Select(_Graph, GetTaskID());
int?accountGroupID = GetAccountGroupID();
if (accountGroupID == null)
{
Account account = SelectFrom <Account>
.Where <Account.accountID.IsEqual <@P.AsInt> >
.View
.Select(_Graph, GetAccountID());
if (account != null)
{
accountGroupID = account.AccountGroupID;
}
}
PMAccountGroup accountGroup = SelectFrom <PMAccountGroup>
.Where <PMAccountGroup.groupID.IsEqual <@P.AsInt> >
.View
.Select(_Graph, accountGroupID);
PMCostCode costCode = SelectFrom <PMCostCode>
.Where <PMCostCode.costCodeID.IsEqual <@P.AsInt> >
.View
.Select(_Graph, costCodeID);
return(string.Format(Messages.CostCodeNotInBudget, costCode.CostCodeCD, task.TaskCD, accountGroup?.GroupCD));
}
public virtual void InsertDefaultCostCode(PMSetup row)
{
PMCostCode rec = new PMCostCode();
rec.CostCodeCD = "000000";
rec.Description = "DEFAULT";
rec.IsDefault = true;
rec = DefaultCostCode.Insert(rec);
}
public virtual void EnsureDefaultCostCode(PMSetup row)
{
PMCostCode costcode = DefaultCostCode.SelectWindowed(0, 1);
if (costcode == null)
{
InsertDefaultCostCode(row);
}
}
public virtual void InsertDefaultCostCode(PMSetup row)
{
PMCostCode rec = new PMCostCode();
rec.CostCodeCD = new string('0', GetCostCodeLength());
rec.Description = "DEFAULT";
rec.IsDefault = true;
rec = DefaultCostCode.Insert(rec);
}
public bool PrepareImportRow(string viewName, IDictionary keys, IDictionary values)
{
if (!CostCodeAttribute.UseCostCode())
{
PMCostCode defaultCostCode = PXSelect <PMCostCode, Where <PMCostCode.isDefault, Equal <True> > > .Select(this);
if (defaultCostCode != null)
{
keys[nameof(PMBudget.CostCodeID)] = defaultCostCode.CostCodeCD;
values[nameof(PMBudget.CostCodeID)] = defaultCostCode.CostCodeCD;
}
}
return(true);
}
public void FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)
{
int?costCodeID = (int?)sender.GetValue(e.Row, costCodeField.Name);
if (costCodeID != null && costCodeID != CostCodeAttribute.GetDefaultCostCode())
{
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(sender.Graph, costCodeID);
if (costCode != null)
{
var select = new PXSelect <PMWorkCode, Where <PMWorkCode.costCodeFrom, LessEqual <Required <PMWorkCode.costCodeFrom> >,
And <PMWorkCode.costCodeTo, GreaterEqual <Required <PMWorkCode.costCodeTo> > > > >(sender.Graph);
PMWorkCode code = select.Select(costCode.CostCodeCD, costCode.CostCodeCD);
if (code != null)
{
e.NewValue = code.WorkCodeID;
}
}
}
}
public override void SubstituteKeyFieldSelecting(PXCache sender, PXFieldSelectingEventArgs e)
{
object value = e.ReturnValue;
e.ReturnValue = null;
base.FieldSelecting(sender, e);
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .SelectWindowed(sender.Graph, 0, 1, value);
if (costCode != null)
{
e.ReturnValue = costCode.CostCodeCD;
}
else
{
if (e.Row != null)
{
e.ReturnValue = null;
}
}
}
public override void SubstituteKeyFieldUpdating(PXCache sender, PXFieldUpdatingEventArgs e)
{
PMCostCode costCode = null;
if (e.NewValue != null)
{
costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeCD, Equal <Required <PMCostCode.costCodeCD> > > > .SelectWindowed(sender.Graph, 0, 1, e.NewValue);
if (costCode != null)
{
e.NewValue = costCode.CostCodeID;
e.Cancel = true;
}
else if (e.NewValue.GetType() == typeof(int))
{
costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .SelectWindowed(sender.Graph, 0, 1, e.NewValue);
}
if (costCode == null)
{
throw new PXSetPropertyException(PXMessages.LocalizeFormat(ErrorMessages.ValueDoesntExist, _FieldName, e.NewValue));
}
}
}
protected virtual IEnumerable GetRecords()
{
PXResultset <PMCostCode> resultset = PXSelect <PMCostCode> .Select(_Graph);
Dictionary <int, PMCostCode> list = new Dictionary <int, PMCostCode>(resultset.Count);
foreach (PMCostCode record in resultset)
{
record.IsProjectOverride = false;
if (!list.ContainsKey(record.CostCodeID.Value))
{
list.Add(record.CostCodeID.Value, record);
}
}
if (!DisableProjectSpecific)
{
foreach (PMBudgetedCostCode budget in GetProjectSpecificRecords().Values)
{
PMCostCode found = null;
if (list.TryGetValue(budget.CostCodeID.Value, out found))
{
PMCostCode record = new PMCostCode();
record.CostCodeID = found.CostCodeID;
record.CostCodeCD = found.CostCodeCD;
record.NoteID = found.NoteID;
record.IsDefault = false;
record.Description = budget.Description;
record.IsProjectOverride = true;
list[budget.CostCodeID.Value] = record;
}
}
}
return(list.Values);
}
protected virtual PMBudgetLite BuildTarget(BudgetKeyTuple key, PMAccountGroup accountGroup, string budgetLevel, string budgetUpdateMode)
{
if (accountGroup == null)
{
throw new ArgumentNullException(nameof(accountGroup));
}
if (accountGroup.GroupID != key.AccountGroupID)
{
throw new ArgumentException("AccountGroup doesnot match key.AccountGroupID");
}
PMBudgetLite target = new PMBudgetLite();
target.ProjectID = key.ProjectID;
target.ProjectTaskID = key.ProjectTaskID;
target.AccountGroupID = key.AccountGroupID;
target.InventoryID = PMInventorySelectorAttribute.EmptyInventoryID;
target.CostCodeID = CostCodeAttribute.GetDefaultCostCode();
target.IsProduction = false;
target.Type = accountGroup.IsExpense == true ? GL.AccountType.Expense : accountGroup.Type;
if (budgetLevel == BudgetLevels.Task)
{
//default
}
else if (budgetLevel == BudgetLevels.Item)
{
target.InventoryID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? PMInventorySelectorAttribute.EmptyInventoryID : key.InventoryID;
if (target.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(graph, target.InventoryID);
if (item != null)
{
target.Description = item.Descr;
target.UOM = item.BaseUnit;
}
}
}
else if (budgetLevel == BudgetLevels.CostCode)
{
target.CostCodeID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? CostCodeAttribute.GetDefaultCostCode() : key.CostCodeID;
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, target.CostCodeID);
if (costCode != null)
{
target.Description = costCode.Description;
}
}
else if (budgetLevel == BudgetLevels.Detail)
{
target.InventoryID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? PMInventorySelectorAttribute.EmptyInventoryID : key.InventoryID;
target.CostCodeID = budgetUpdateMode == CostBudgetUpdateModes.Summary ? CostCodeAttribute.GetDefaultCostCode() : key.CostCodeID;
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, target.CostCodeID);
if (costCode != null)
{
target.Description = costCode.Description;
}
}
else
{
throw new ArgumentException(string.Format("Unknown budget level = {0}", budgetLevel), nameof(budgetLevel));
}
return(target);
}
public virtual PMTran ExpenseTransactionFromBudget(PMBudget budget, PMProject project, PMTask task, PMAccountGroup accountGroup, InventoryItem item, PMCostCode costcode)
{
PMTran tran = new PMTran();
tran.AccountGroupID = budget.AccountGroupID;
tran.ProjectID = budget.ProjectID;
tran.TaskID = budget.ProjectTaskID;
tran.InventoryID = budget.InventoryID;
tran.AccountID = item.InventoryID != null ? item.COGSAcctID : accountGroup.AccountID;
tran.SubID = item.InventoryID != null ? item.COGSSubID : accountGroup.AccountID;
tran.Amount = budget.RevisedAmount;
tran.Qty = budget.RevisedQty;
tran.UOM = budget.UOM;
tran.BAccountID = task.CustomerID;
tran.LocationID = task.LocationID;
tran.Billable = true;
tran.UseBillableQty = true;
tran.BillableQty = budget.RevisedQty;
tran.Released = true;
return(tran);
}
public virtual Result Calculate(PMProject project, PMTran pmt, PMAccountGroup ag, Account acc, int mult)
{
PMBudget existing = null;
if (ag.Type == GL.AccountType.Income && project.BudgetLevel != BudgetLevels.CostCode)
{
existing = SelectProjectBalanceByInventory(pmt);
}
else
{
existing = SelectProjectBalance(pmt);
}
int? inventoryID = existing != null ? existing.InventoryID : PMInventorySelectorAttribute.EmptyInventoryID;
int? costCodeID = existing != null ? existing.CostCodeID : CostCodeAttribute.GetDefaultCostCode();
RollupQty rollup = null;
if (CostCodeAttribute.UseCostCode())
{
if (settings.CostBudgetUpdateMode == CostBudgetUpdateModes.Detailed && ag.IsExpense == true)
{
if (existing == null || existing.CostCodeID == CostCodeAttribute.GetDefaultCostCode())
{
rollup = new RollupQty(pmt.UOM, pmt.Qty);
if (pmt.CostCodeID != null)
{
costCodeID = pmt.CostCodeID;
}
}
}
else if (ag.Type == GL.AccountType.Income && project.BudgetLevel != BudgetLevels.CostCode)
{
costCodeID = CostCodeAttribute.GetDefaultCostCode();
}
}
else
{
if (settings.CostBudgetUpdateMode == CostBudgetUpdateModes.Detailed && ag.IsExpense == true && pmt.InventoryID != settings.EmptyInventoryID)
{
if (existing == null || existing.InventoryID == settings.EmptyInventoryID)
{
rollup = new RollupQty(pmt.UOM, pmt.Qty);
inventoryID = pmt.InventoryID;
if (pmt.CostCodeID != null)
{
costCodeID = pmt.CostCodeID;
}
}
}
}
if (rollup == null)
{
rollup = CalculateRollupQty(pmt, existing);
}
List <PMHistory> list = new List <PMHistory>();
PMTaskTotal ta = null;
PMBudget ps = null;
if (pmt.TaskID != null && (rollup.Qty != 0 || pmt.Amount != 0)) //TaskID will be null for Contract
{
ps = new PMBudget();
ps.ProjectID = pmt.ProjectID;
ps.ProjectTaskID = pmt.TaskID;
ps.AccountGroupID = ag.GroupID;
if (ag.Type == PMAccountType.OffBalance)
{
ps.Type = ag.IsExpense == true ? GL.AccountType.Expense : ag.Type;
}
else
{
ps.Type = ag.Type;
}
ps.InventoryID = inventoryID;
ps.CostCodeID = costCodeID;
ps.UOM = rollup.UOM;
if (existing != null)
{
ps.IsProduction = existing.IsProduction;
ps.Description = existing.Description;
}
else
{
//initialize description:
if (CostCodeAttribute.UseCostCode())
{
PMCostCode costCode = PXSelect <PMCostCode, Where <PMCostCode.costCodeID, Equal <Required <PMCostCode.costCodeID> > > > .Select(graph, ps.CostCodeID);
if (costCode != null)
{
ps.Description = costCode.Description;
}
}
else if (inventoryID != PMInventorySelectorAttribute.EmptyInventoryID)
{
InventoryItem item = PXSelect <InventoryItem, Where <InventoryItem.inventoryID, Equal <Required <InventoryItem.inventoryID> > > > .Select(graph, inventoryID);
if (item != null)
{
ps.Description = item.Descr;
}
}
}
decimal amt = mult * pmt.Amount.GetValueOrDefault();
if (!string.IsNullOrEmpty(ps.UOM))
{
ps.ActualQty = rollup.Qty; // commented out otherwise invoice produces -ve Qty. * mult;
}
ps.ActualAmount = amt;
#region PMTask Totals Update
ta = new PMTaskTotal();
ta.ProjectID = pmt.ProjectID;
ta.TaskID = pmt.TaskID;
int multFix = 1; //flip back the sign if it was changed because of ag.Type<>acc.type
if (pmt.TranType == BatchModule.PM && acc != null && !string.IsNullOrEmpty(acc.Type))
{
//Only transactions that originated in PM were inverted and require to be fixed.
if (IsFlipRequired(acc.Type, ag.Type))
{
multFix = -1;
}
}
string accType = ag.Type == PMAccountType.OffBalance && ag.IsExpense == true ? AccountType.Expense : ag.Type;
switch (accType)
{
case AccountType.Asset:
ta.Asset = amt * multFix;
break;
case AccountType.Liability:
ta.Liability = amt * multFix;
break;
case AccountType.Income:
ta.Income = amt * multFix;
break;
case AccountType.Expense:
ta.Expense = amt * multFix;
break;
}
#endregion
#region History
PMHistory hist = new PMHistory();
hist.ProjectID = pmt.ProjectID;
hist.ProjectTaskID = pmt.TaskID;
hist.AccountGroupID = ag.GroupID;
hist.InventoryID = pmt.InventoryID ?? PMInventorySelectorAttribute.EmptyInventoryID;
hist.CostCodeID = pmt.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode();
hist.PeriodID = pmt.FinPeriodID;
decimal baseQty = 0;
list.Add(hist);
if (pmt.InventoryID != null && pmt.InventoryID != PMInventorySelectorAttribute.EmptyInventoryID && pmt.Qty != 0)
{
if (PXAccess.FeatureInstalled <FeaturesSet.multipleUnitMeasure>())
{
baseQty = mult * IN.INUnitAttribute.ConvertToBase(graph.Caches[typeof(PMHistory)], pmt.InventoryID, pmt.UOM, pmt.Qty.Value, PX.Objects.IN.INPrecision.QUANTITY);
}
else
{
IN.InventoryItem initem = PXSelectorAttribute.Select <PMTran.inventoryID>(graph.Caches[typeof(PMTran)], pmt) as IN.InventoryItem;
if (initem != null)
{
baseQty = mult * IN.INUnitAttribute.ConvertGlobalUnits(graph, pmt.UOM, initem.BaseUnit, pmt.Qty ?? 0, IN.INPrecision.QUANTITY);
}
}
}
hist.FinPTDAmount = amt;
hist.FinYTDAmount = amt;
hist.FinPTDQty = baseQty;
hist.FinYTDQty = baseQty;
if (pmt.FinPeriodID == pmt.TranPeriodID)
{
hist.TranPTDAmount = amt;
hist.TranYTDAmount = amt;
hist.TranPTDQty = baseQty;
hist.TranYTDQty = baseQty;
}
else
{
PMHistory tranHist = new PMHistory();
tranHist.ProjectID = pmt.ProjectID;
tranHist.ProjectTaskID = pmt.TaskID;
tranHist.AccountGroupID = ag.GroupID;
tranHist.InventoryID = pmt.InventoryID ?? PM.PMInventorySelectorAttribute.EmptyInventoryID;
tranHist.CostCodeID = pmt.CostCodeID ?? CostCodeAttribute.GetDefaultCostCode();
tranHist.PeriodID = pmt.TranPeriodID;
list.Add(tranHist);
tranHist.TranPTDAmount = amt;
tranHist.TranYTDAmount = amt;
tranHist.TranPTDQty = baseQty;
tranHist.TranYTDQty = baseQty;
}
#endregion
}
return(new Result(list, ps, ta));
}