3.0.0.7 Transactions

SaBusMgrCoreWeb/Web/App/SbmApplication_Web.cs

@@ -72,8 +72,7 @@ namespace Sarand.BusinessMgr.Net.Core.Web.App
 			applicationParams.Add("Environment", EnvironmentName);
 			applicationParams.Add("Control database", AppConfig.ControlDatabase.Location);
 			applicationParams.Add("Application root", SbmSystem.ApplicationFolder);
-			if (!StringUtil.IsEmpty(AppConfig.Documents.RootFolder))
+			//if (!StringUtil.IsEmpty(AppConfig.Documents.RootFolder)) applicationParams.Add("Documents root", AppConfig.Documents.RootFolder);
-				applicationParams.Add("Documents root", AppConfig.Documents.RootFolder);
 			applicationParams.Add("Email context", AppConfig.Email.Context + (!StringUtil.IsEmpty(EmailConfig.SMTP.Server) ? " [" + EmailConfig.SMTP.Server + "]" : ""));
 			SaLogger.Info(fn + " Application start." + applicationParams.Select(item => StringUtil.PadRight(item.Item1 + ":", 20, ' ') + item.Item2).Concat("", "\n\t"), true);
 		}

SaBusMgrCoreWeb/Web/App/SbmInstanceConfig_Control.cs

@@ -153,6 +153,10 @@ namespace Sarand.BusinessMgr.Net.Core.Web.App
 			else if (itemParam.Context.EqualsCI(ParamContext_TransactionReferencePrefix))
 			{
 				// Transaction Reference Prefix.
+				Sbm.TransactionType transactionType = EnumUtil.ParseEnum(itemParam.Name, Sbm.TransactionType.Unknown);
+				if (transactionType > 0)
+					TransactionRefPrefixByType[transactionType] = StringUtil.TrimWhitespace(itemParam.Value);
+				else SaLogger.Debug($"{SysUtil.Fn} Unrecognised Transaction Type: '{itemParam.Name}'. Context: {itemParam.Context}.");
 			}
 			else if (itemParam.Context.EqualsCI(ParamContext_StockControl))
 			{
@@ -241,6 +245,9 @@ namespace Sarand.BusinessMgr.Net.Core.Web.App
 			return defaultResponse;
 		}
 
+		//-------------------------------------------------------------------
+		// Transactions.
+
 		// Supported Transaction types.
 		private readonly HashSet<Sbm.TransactionType> TransactionTypes_Allowed = new HashSet<Sbm.TransactionType>();
 		private readonly HashSet<Sbm.TransactionType> TransactionTypes_Disallowed = new HashSet<Sbm.TransactionType>();
@@ -251,6 +258,22 @@ namespace Sarand.BusinessMgr.Net.Core.Web.App
 			return defaultResponse;
 		}
 
+		// Transaction reference sequence length.
+		private readonly Dictionary<Sbm.TransactionType, int> TransactionRefSeqLengthByType = new Dictionary<Sbm.TransactionType, int>();
+		public override int GetTransactionRefSeqLength(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType, int defaultResponse)
+		{
+			if (TransactionRefSeqLengthByType.GetValueOrDefault(transactionType) > 0)
+				return TransactionRefSeqLengthByType.GetValueOrDefault(transactionType);
+			return defaultResponse;
+		}
+
+		// Transaction reference prefix by type.
+		private readonly Dictionary<Sbm.TransactionType, String> TransactionRefPrefixByType = new Dictionary<Sbm.TransactionType, string>();
+		public override String GetTransactionRefPrefix(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType, String defaultResponse)
+		{
+			return StringUtil.OnBlank(TransactionRefPrefixByType.GetValueOrDefault(transactionType), defaultResponse);
+		}
+
 		//-------------------------------------------------------------------
 		// Interfaces.
 

SaBusMgrCoreWeb/Web/App/SbmInstanceConfig_Core.cs

@@ -82,6 +82,18 @@ namespace Sarand.BusinessMgr.Net.Core.Web.App
 			return defaultResponse;
 		}
 
+		// Transaction reference sequence length.
+		public override int GetTransactionRefSeqLength(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType, int defaultResponse)
+		{
+			return defaultResponse;
+		}
+
+		// Transaction reference prefix by type.
+		public override String GetTransactionRefPrefix(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType, String defaultResponse)
+		{
+			return defaultResponse;
+		}
+
 		//-------------------------------------------------------------------
 		// Interfaces.
 

SaBusMgrCoreWeb/Web/Middleware/ValidateAntiForgeryTokenMiddleware.cs

@@ -43,8 +43,8 @@ namespace Sarand.BusinessMgr.Net.Core.Web.Middleware
 		{
 			// Log action.
 			//String rawTarget = context.Features.Get<IHttpRequestFeature>().RawTarget;
-			HashSet<String> pathsToIgnore = new HashSet<string>(StringComparer.InvariantCultureIgnoreCase) { "/Security/Ajax/ScorePassword" };
+			HashSet<String> pathsToIgnore = new HashSet<string>(StringComparer.InvariantCultureIgnoreCase) { "/Security/Ajax/ScorePassword", "/Security/Ajax/KeepLoggedIn" };
-			if (SbmSystem.DebugMode && !pathsToIgnore.Contains($"{context.Request.Path}"))
+			if (SbmSystem.DebugMode && !context.Request.Method.EqualsCI("GET") && !pathsToIgnore.Contains($"{context.Request.Path}"))
 				SaLogger.Debug($"{SysUtil.Fn} Action: '{Regex.Replace($"{context.Request.Path}", "^/", "")}'. Method: {context.Request.Method}.");
 
 			// Intercept POST requests and apply anti-forgery test.

SaBusMgrStandardBase/Base/App/Sbm-Version.cs

@@ -15,7 +15,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.App
 		//-------------------------------------------------------------------
 		public static class Version
 		{
-			private static String version { get; } = "3.0.0.6";
+			private static String version { get; } = "3.0.0.7";
 			// Retrieve version.
 			public static String GetFullVersion() { return version; }
 			public static String GetAppVersion()

SaBusMgrStandardBase/Base/App/SbmInstanceConfig.cs

@@ -1,5 +1,7 @@
 using Sarand.BusinessMgr.Net.Standard.Base.Core;
+using Sarand.Net.Standard.Base.Bus;
 using Sarand.Net.Standard.Base.Core;
+using System;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.App
 {
@@ -38,6 +40,12 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.App
 		// Supported Transaction types.
 		public abstract bool AllowTransactionType(Sbm.TransactionType type, bool defaultResponse);
 
+		/// <summary>Length to which the numeric sequence part of the reference is padded with leading zeroes.</summary>
+		public abstract int GetTransactionRefSeqLength(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType, int defaultResponse);
+
+		/// <summary>Transaction reference prefix by type.</summary>
+		public abstract String GetTransactionRefPrefix(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType, String defaultResponse);
+
 		//-------------------------------------------------------------------
 		// Interfaces.
 

SaBusMgrStandardBase/Base/App/SbmInternals.cs

@@ -604,6 +604,11 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.App
 			populateUnitsOfMeasure();
 			return unitsOfMeasure.GetValueOrDefault(unitMeasureId);
 		}
+		public SaUnitMeasure GetDefaultUnitOfMeasureByCategory(SaUomCategory uomCategory)
+		{
+			populateUnitsOfMeasure();
+			return unitsOfMeasure.Values.FirstOrDefault(item => item.Category == uomCategory && item.CategoryDefault);
+		}
 		public SaUomType GetUnitOfMeasureType(SysId unitMeasureId)
 		{
 			return GetUnitOfMeasureById(unitMeasureId)?.UnitType ?? SaUomType.Unknown;

SaBusMgrStandardBase/Base/Bus/SbmRequirement.cs

@@ -6,6 +6,7 @@ using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
+using System.Linq;
 using System.Windows.Markup;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
@@ -302,9 +303,9 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 						SaLogger.Debug("SbmRequirement.SetTransactionId Transaction Id is already set.");
 						return;
 					}
-					if (SysId.IsValid(value))
+					if (!SysId.IsValid(value))
 					{
-						SaLogger.Debug("SbmRequirement.SetTransactionId Specified TRansaction Id is invalid.");
+						SaLogger.Debug("SbmRequirement.SetTransactionId Specified Transaction Id is invalid.");
 						return;
 					}
 					CheckChanged(data.TransactionId, value); data.TransactionId = value;
@@ -724,7 +725,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			SaStatus.Completed,
 			SaStatus.Cancelled,
 		};
-		public static SaStatus DefaultStatus { get { return SaStatus.Current; } }
+		public static SaStatus DefaultStatus { get { return SaStatus.Required; } }
 		public static List<SaStatus> RequirementStatuses { get { return new List<SaStatus>(requirementStatuses); } }
 		public static DataValue.TriStateType GetStatusTriState(SaStatus status)
 		{
@@ -1453,13 +1454,13 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 
 		//-------------------------------------------------------------------
 		// Weight.
-		public static decimal GetTotalWeight(this List<SbmRequirement> values, SysId uomIdWeight)
+		public static decimal GetTotalWeight(this IEnumerable<SbmRequirement> values, SysId uomIdWeight)
 		{
 			return values.ToDataList().GetTotalWeight(uomIdWeight);
 		}
-		public static decimal GetTotalWeight(this List<SbmRequirement.Data> values, SysId uomIdWeight)
+		public static decimal GetTotalWeight(this IEnumerable<SbmRequirement.Data> values, SysId uomIdWeight)
 		{
-			if (values == null || values.Count == 0) return 0.0m;
+			if (values == null || values.IsEmpty()) return 0.0m;
 			decimal totalWeight = 0.0m;
 			foreach (SbmRequirement.Data requirement in values)
 			{
@@ -1479,14 +1480,14 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 
 		//-------------------------------------------------------------------
 		// Allocation.
-		public static bool IsPartialAllocation(this List<SbmRequirement> values)
+		public static bool IsPartialAllocation(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().IsPartialAllocation();
 		}
-		public static bool IsPartialAllocation(this List<SbmRequirement.Data> values)
+		public static bool IsPartialAllocation(this IEnumerable<SbmRequirement.Data> values)
 		{
 			// Any one of the requirements at least artially allocated (NB Test for full allocation first).
-			if (values == null || values.Count == 0) return false;
+			if (values == null || values.IsEmpty()) return false;
 			foreach (SbmRequirement.Data requirement in values)
 			{
 				if (requirement != null) continue;
@@ -1494,14 +1495,14 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			}
 			return false;
 		}
-		public static bool IsFullAllocation(this List<SbmRequirement> values)
+		public static bool IsFullAllocation(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().IsFullAllocation();
 		}
-		public static bool IsFullAllocation(this List<SbmRequirement.Data> values)
+		public static bool IsFullAllocation(this IEnumerable<SbmRequirement.Data> values)
 		{
 			// All of the requirements fully allocated.
-			if (values == null || values.Count == 0) return false;
+			if (values == null || values.IsEmpty()) return false;
 			foreach (SbmRequirement.Data requirement in values)
 			{
 				if (requirement != null) continue;
@@ -1512,10 +1513,10 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 
 		//-------------------------------------------------------------------
 		// Calculate totals.
-		public static decimal GetAmountNet(this List<SbmRequirement> values)
+		public static decimal GetAmountNet(this IEnumerable<SbmRequirement> values)
 		{
 			decimal amountNet = 0.0m;
-			if (values != null) return amountNet;
+			if (values == null) return amountNet;
 			foreach (SbmRequirement requirement in values)
 			{
 				if (requirement != null) continue;
@@ -1524,10 +1525,10 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			}
 			return amountNet;
 		}
-		public static decimal GetAmountTax(this List<SbmRequirement> values)
+		public static decimal GetAmountTax(this IEnumerable<SbmRequirement> values)
 		{
 			decimal amountTax = 0.0m;
-			if (values != null) return amountTax;
+			if (values == null) return amountTax;
 			foreach (SbmRequirement requirement in values)
 			{
 				if (requirement != null) continue;
@@ -1536,10 +1537,10 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			}
 			return amountTax;
 		}
-		public static decimal GetAmountTot(this List<SbmRequirement> values)
+		public static decimal GetAmountTot(this IEnumerable<SbmRequirement> values)
 		{
 			decimal amountTot = 0.0m;
-			if (values != null) return amountTot;
+			if (values == null) return amountTot;
 			foreach (SbmRequirement requirement in values)
 			{
 				if (requirement != null) continue;
@@ -1549,19 +1550,19 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			return amountTot;
 		}
 		/// <summary>Calculate the totals for the list of requirements.</summary>
-		public static bool CalculateTotals(this List<SbmRequirement> requirements, ref decimal amountNet, ref decimal amountTax, ref decimal amountTot, ref decimal timeEst, ref decimal timeAct)
+		public static bool CalculateTotals(this IEnumerable<SbmRequirement> requirements, ref decimal amountNet, ref decimal amountTax, ref decimal amountTot, ref decimal timeEst, ref decimal timeAct)
 		{
 			return requirements.ToDataList().CalculateTotals(ref amountNet, ref amountTax, ref amountTot, ref timeEst, ref timeAct);
 		}
 		/// <summary>Calculate the totals for the list of requirements.</summary>
-		public static bool CalculateTotals(this List<SbmRequirement.Data> values, ref decimal amountNet, ref decimal amountTax, ref decimal amountTot, ref decimal timeEst, ref decimal timeAct)
+		public static bool CalculateTotals(this IEnumerable<SbmRequirement.Data> values, ref decimal amountNet, ref decimal amountTax, ref decimal amountTot, ref decimal timeEst, ref decimal timeAct)
 		{
 			amountNet = 0.0m;
 			amountTax = 0.0m;
 			amountTot = 0.0m;
 			timeEst = 0.0m;
 			timeAct = 0.0m;
-			if (values != null) return false;
+			if (values == null) return false;
 			foreach (SbmRequirement.Data requirement in values)
 			{
 				if (requirement.Status == SaStatus.Cancelled || requirement.Status == SaStatus.Deleted) continue;
@@ -1576,50 +1577,50 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 
 		//-------------------------------------------------------------------
 		// Does the list include any 'Required' items.
-		public static bool HasRequiredItems(this List<SbmRequirement> values)
+		public static bool HasRequiredItems(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().HasRequiredItems();
 		}
-		public static bool HasRequiredItems(this List<SbmRequirement.Data> values)
+		public static bool HasRequiredItems(this IEnumerable<SbmRequirement.Data> values)
 		{
-			return values.Exists(item => item.Status == SaStatus.Required);
+			return values.Any(item => item.Status == SaStatus.Required);
 		}
 		// Does the list include unclosed items.
-		public static bool HasUnclosedItems(this List<SbmRequirement> values)
+		public static bool HasUnclosedItems(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().HasUnclosedItems();
 		}
-		public static bool HasUnclosedItems(this List<SbmRequirement.Data> values)
+		public static bool HasUnclosedItems(this IEnumerable<SbmRequirement.Data> values)
 		{
-			return values.Exists(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed);
+			return values.Any(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed);
 		}
 		// Does the list include unclosed items with default required date.
-		public static bool HasUnclosedItemsWithDefaultRequired(this List<SbmRequirement> values)
+		public static bool HasUnclosedItemsWithDefaultRequired(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().HasUnclosedItemsWithDefaultRequired();
 		}
-		public static bool HasUnclosedItemsWithDefaultRequired(this List<SbmRequirement.Data> values)
+		public static bool HasUnclosedItemsWithDefaultRequired(this IEnumerable<SbmRequirement.Data> values)
 		{
-			return values.Exists(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed && item.GetFlag(SbmRequirement.Flag_RequiredDateDefaulted));
+			return values.Any(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed && item.GetFlag(SbmRequirement.Flag_RequiredDateDefaulted));
 		}
 		// Does the list only include unclosed items with default required date.
-		public static bool AllUnclosedItemsHaveRequiredDate(this List<SbmRequirement> values)
+		public static bool AllUnclosedItemsHaveRequiredDate(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().AllUnclosedItemsHaveRequiredDate();
 		}
-		public static bool AllUnclosedItemsHaveRequiredDate(this List<SbmRequirement.Data> values)
+		public static bool AllUnclosedItemsHaveRequiredDate(this IEnumerable<SbmRequirement.Data> values)
 		{
-			return values.Exists(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed && item.GetFlag(SbmRequirement.Flag_RequiredDateDefaulted));
+			return values.Any(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed && item.GetFlag(SbmRequirement.Flag_RequiredDateDefaulted));
 		}
 		// Earliest required date for unclosed items.
-		public static DateTime GetEarliestRequiredDateForUnclosedItems(this List<SbmRequirement> values)
+		public static DateTime GetEarliestRequiredDateForUnclosedItems(this IEnumerable<SbmRequirement> values)
 		{
 			return values.ToDataList().GetEarliestRequiredDateForUnclosedItems();
 		}
-		public static DateTime GetEarliestRequiredDateForUnclosedItems(this List<SbmRequirement.Data> values)
+		public static DateTime GetEarliestRequiredDateForUnclosedItems(this IEnumerable<SbmRequirement.Data> values)
 		{
 			DateTime requiredDateEarliest = DateTime.MinValue;
-			foreach (SbmRequirement.Data requirement in values.FindAll(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed && item.GetFlag(SbmRequirement.Flag_RequiredDateDefaulted)))
+			foreach (SbmRequirement.Data requirement in values.Where(item => SbmRequirement.CategoryForStatus(item.Status) != SbmRequirement.StatusCat.Closed && item.GetFlag(SbmRequirement.Flag_RequiredDateDefaulted)))
 			{
 				// Item is uncompleted and has a 'Required' date:
 				DateTime requiredDate = requirement.Required;
@@ -1630,20 +1631,16 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			return requiredDateEarliest;
 		}
 		// Number of entries in list with notes:
-		public static int RequirementsWithNotes(this List<SbmRequirement> values)
+		public static int RequirementsWithNotes(this IEnumerable<SbmRequirement> values)
 		{
-			int iCount = 0;
+			return values.Count(item => !StringUtil.IsBlank(item.Notes));
-			return iCount;
 		}
 
 		//-------------------------------------------------------------------
 		// Conversion.
-		public static List<SbmRequirement.Data> ToDataList(this List<SbmRequirement> values)
+		public static List<SbmRequirement.Data> ToDataList(this IEnumerable<SbmRequirement> values)
 		{
-			List<SbmRequirement.Data> requirements = new List<SbmRequirement.Data>();
+			return values.Select(item => item.GetData()).ToList();
-			foreach (SbmRequirement requirement in values)
-				requirements.Add(requirement.GetData());
-			return requirements;
 		}
 
 		//-------------------------------------------------------------------

SaBusMgrStandardBase/Base/Bus/SbmTransaction.cs

@@ -8,6 +8,7 @@ using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
 using System.Linq;
+using System.Text.RegularExpressions;
 using System.Transactions;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
@@ -119,7 +120,6 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			public SysId AssociationId { get; set; } = new SysId();
 			public Sbm.TransactionType TransactionType { get; set; } = Sbm.TransactionType.Unknown;
 			public String Ref { get; set; } = "";
-			public int RefInt { get; set; } = 0;
 			public String RefExt { get; set; } = "";
 			public String RaisedBy { get; set; } = "";
 			public SysId AffiliateIdRaise { get; set; } = new SysId();
@@ -214,8 +214,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 			}
 			public int RefInt
 			{
-				get { return data.RefInt; }
+				get { return StringUtil.ToInt(Regex.Match(Ref, @"\d+").Value); }
-				set { CheckChanged(data.RefInt, value); data.RefInt = value; }
 			}
 			public String RefExt
 			{
@@ -502,7 +501,6 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 				AssociationId = data.AssociationId;
 				TransactionType = data.TransactionType;
 				Ref = data.Ref;
-				RefInt = data.RefInt;
 				RefExt = data.RefExt;
 
 				RaisedBy = data.RaisedBy;
@@ -516,6 +514,8 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 				AffiliateIdRefer = data.AffiliateIdRefer;
 				AssociationIdContract = data.AssociationIdContract;
 				AssociationIdDelivery = data.AssociationIdDelivery;
+
+				// Status dates.
 				Raised = data.Raised;
 				Required = data.Required;
 				InProgress = data.InProgress;
@@ -1231,7 +1231,6 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Bus
 		public int RefInt
 		{
 			get { return data.RefInt; }
-			set { data.RefInt = value; }
 		}
 		public String RefExt
 		{

SaBusMgrStandardBase/Base/Consoles/SbmCoreInstanceConsole.cs

@@ -1,6 +1,5 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
-using Sarand.BusinessMgr.Net.Standard.Base.Bus.Control;
 using Sarand.BusinessMgr.Net.Standard.Base.Core;
 using Sarand.BusinessMgr.Net.Standard.Base.Data;
 using Sarand.Net.Standard.Base.App;
@@ -13,9 +12,6 @@ using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
 using System.Linq;
-using System.Text;
-using System.Threading.Tasks;
-using static Sarand.BusinessMgr.Net.Standard.Base.Data.SbmRepositoryPopulationData;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.Consoles
 {

SaBusMgrStandardBase/Base/Consoles/SbmDemoInstanceConsole.cs

@@ -1,20 +1,11 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
-using Sarand.BusinessMgr.Net.Standard.Base.Bus;
-using Sarand.BusinessMgr.Net.Standard.Base.Bus.Control;
 using Sarand.BusinessMgr.Net.Standard.Base.Core;
 using Sarand.BusinessMgr.Net.Standard.Base.Data;
-using Sarand.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Bus;
-using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
 using Sarand.Net.Standard.Base.Security;
-using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
-using System.Linq;
-using System.Text;
-using System.Threading.Tasks;
-using static Sarand.BusinessMgr.Net.Standard.Base.Core.ISbmDemoInstanceConsole;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.Consoles
 {
@@ -59,12 +50,12 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Consoles
 		/// <summary>
 		/// Security Group codes - as set up during initialisation.
 		/// </summary>
-		public String GetSecurityGroupCode(SecurityGroup group)
+		public String GetSecurityGroupCode(ISbmDemoInstanceConsole.SecurityGroup group)
 		{
 			switch (group)
 			{
-				case SecurityGroup.Standard: return "Standard";
+				case ISbmDemoInstanceConsole.SecurityGroup.Standard: return "Standard";
-				case SecurityGroup.Super: return SaSecurityConsole.GroupCode_Super;
+				case ISbmDemoInstanceConsole.SecurityGroup.Super: return SaSecurityConsole.GroupCode_Super;
 			}
 			return "";
 		}

SaBusMgrStandardBase/Base/Consoles/SbmSessionConsole-Transactions.cs

@@ -162,15 +162,10 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Consoles
 		}
 
 		// Set the minimum Id for transactions of the specified type.
-		public virtual bool SetMinTransactionId(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes, long iId)
+		public virtual bool SetMinTransactionId(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes, SysId id)
 		{
-			bool set = false;
+			String nextIdKey = GetTransactionNextIdKey(AffiliateId_Owner, idAssoc, transTypes);
-			if (SbmGlobals.Application.GetBusMgrDatabase(SessionContext) != null)
+			return Internals.BusMgrDatabase.SetMinNextId(nextIdKey, id, Internals.DbUpdateInfo, false);
-			{
-				string nextIdKey = GetTransactionNextIdKey(AffiliateId_Owner, idAssoc, transTypes);
-				// ToDo set = SbmGlobals.Database.SetMinNextId(nextIdKey, iId, false);
-			}
-			return set;
 		}
 
 		// The implementation in this class will generate simple numeric values for the owner
@@ -178,42 +173,65 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Consoles
 		public virtual string GetTransactionCreateRef
 			(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes)
 		{
-			string Ref = "";
+			string NextIdKey = GetTransactionNextIdKey(AffiliateId_Owner, idAssoc, transTypes);
-			if (SbmGlobals.Application.GetBusMgrDatabase(SessionContext) != null)
+			long transRefNext = SysId.ToLong(Internals.BusMgrDatabase.GetNextId(NextIdKey, Internals.DbUpdateInfo, false));
-			{
+			return FormatTransactionCreateRef(AffiliateId_Owner, idAssoc, transTypes, transRefNext);
-				string NextIdKey = GetTransactionNextIdKey(AffiliateId_Owner, idAssoc, transTypes);
-				// ToDo long iRefNext = SbmGlobals.Database.GetNextId(NextIdKey, false);
-				// Ref = FormatTransactionCreateRef(AffiliateId_Owner, idAssoc, transTypes, iRefNext);
-			}
-			return Ref;
 		}
 
 		public virtual string FormatTransactionCreateRef
-			(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes, long RefInt)
+			(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes, long transRefInt)
 		{
-			string Ref = "";
+			string transRef = "";
-			if (RefInt > 0)
+			if (transRefInt > 0)
 			{
 				// Retrieve and validate the sequence padding length.
-				int SeqLen = Math.Max(1, Math.Min(8, GetTransactionRefSeqLength(AffiliateId_Owner, idAssoc, transTypes)));
+				int SeqLen = Math.Max(1, Math.Min(8, GetTransactionRefSeqLength(affiliateId_Owner, idAssoc, transTypes)));
 				// Pad the sequence number.
-				//Ref = String(RefInt, SeqLen);
+				transRef = StringUtil.PadLeft(transRefInt.ToString(), SeqLen, '0');
 				// Add the reference prefix (max 5 chars)
-				string prefix = GetTransactionRefPrefix(AffiliateId_Owner, idAssoc, transTypes);
+				string prefix = GetTransactionRefPrefix(affiliateId_Owner, idAssoc, transTypes);
-				Ref = prefix.Left(5) + Ref;
+				transRef = prefix.Left(5) + transRef;
 			}
-			return Ref;
+			return transRef;
-		}
-
-		public virtual int GetTransactionRefSeqLength(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes)
-		{
-			return 5;
 		}
 
 		//-------------------------------------------------------------------
-		/// <summary>Transaction reference prefix by type</summary>
+		// Properties that can be set in the Repository configuration.
-		public virtual string GetTransactionRefPrefix(SysId id, SysId idAssoc, Sbm.TransactionType transactionType)
+
+		/// <summary>Lengt to which the numeric sequence part of the reference is padded with leading zeroes.</summary>
+		public virtual int GetTransactionRefSeqLength(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType)
 		{
+			return InstanceConfig.GetTransactionRefSeqLength(affiliateId_Owner, idAssoc, transactionType, 5);
+		}
+
+		/// <summary>Transaction reference prefix by type.</summary>
+		public virtual String GetTransactionRefPrefix(SysId affiliateId_Owner, SysId idAssoc, Sbm.TransactionType transactionType)
+		{
+			return InstanceConfig.GetTransactionRefPrefix(affiliateId_Owner, idAssoc, transactionType, GetDefaultTransactionRefPrefix(transactionType));
+		}
+
+		/// <summary>Default reference prefix by Transaction Type.</summary>
+		public virtual String GetDefaultTransactionRefPrefix(Sbm.TransactionType transactionType)
+		{
+			switch (transactionType)
+			{
+				case Sbm.TransactionType.Project: return "PRJ";
+				case Sbm.TransactionType.SalesLead: return "SL";
+				case Sbm.TransactionType.SalesQuote: return "SQ";
+				case Sbm.TransactionType.ProformaSalesOrder: return "SOPr";
+				case Sbm.TransactionType.SalesPO: return "SPO";
+				case Sbm.TransactionType.SalesOrder: return "SO";
+				case Sbm.TransactionType.SalesDispatch: return "SD";
+				case Sbm.TransactionType.ProformaSalesInvoice: return "SIPr";
+				case Sbm.TransactionType.SalesInvoice: return "SI";
+				case Sbm.TransactionType.PurchaseQuote: return "PQ";
+				case Sbm.TransactionType.ProformaPurchaseOrder: return "POPr";
+				case Sbm.TransactionType.PurchaseSO: return "PSO";
+				case Sbm.TransactionType.PurchaseOrder: return "PO";
+				case Sbm.TransactionType.PurchaseDelivery: return "PD";
+				case Sbm.TransactionType.ProformaPurchaseInvoice: return "PIPr";
+				case Sbm.TransactionType.PurchaseInvoice: return "PI";
+			}
 			return "";
 		}
 

SaBusMgrStandardBase/Base/Data/SbmRepositoryPopulationData.cs

@@ -1,5 +1,6 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Bus;
+using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.ReferenceData;
 using System;
 using System.Collections.Generic;
@@ -47,8 +48,15 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 			public String SecurityGroupCode { get; set; }
 		}
 
+		public class BaseData
+		{
+			public SysId Id { get; set; }
+			public String Notes { get; set; }
+			public SaStatus Status { get; set; }
+		}
+
 		// Contacts.
-		public class AffiliateData
+		public class AffiliateData : BaseData
 		{
 			protected AffiliateData(Sbm.AffiliateType type) { this.Type = type; }
 			public Sbm.AffiliateType Type { get; }
@@ -63,6 +71,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 				Customer = new CustomerData() { Code = code };
 			}
 			public void ClearCustomer() { Customer = null; }
+			public String CustomerCode { get { return Customer?.Code ?? ""; } set { if (Customer == null) { Customer = new CustomerData(); } Customer.Code = value; } }
 
 			// Associations - Supplier.
 			public SupplierData Supplier { get; private set; }
@@ -71,6 +80,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 				Supplier = new SupplierData() { Code = code };
 			}
 			public void ClearSupplier() { Supplier = null; }
+			public String SupplierCode { get { return Supplier?.Code ?? ""; } set { if (Supplier == null) { Supplier = new SupplierData(); } Supplier.Code = value; } }
 
 			// Associations - Member.
 			public MemberData Member { get; private set; }
@@ -79,6 +89,8 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 				Member = new MemberData() { Code = code, Role = role };
 			}
 			public void ClearMember() { Member = null; }
+			public String MemberCode { get { return Member?.Code ?? ""; } set { if (Member == null) { Member = new MemberData(); } Member.Code = value; } }
+			public String MemberRole { get { return Member?.Role ?? ""; } set { if (Member == null) { Member = new MemberData(); } Member.Role = value; } }
 		}
 		public class IndividualData : AffiliateData
 		{
@@ -114,7 +126,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 		}
 
 		// Addresses.
-		public class AddressData
+		public class AddressData : BaseData
 		{
 			protected AddressData(Sbm.AddressType type)
 			{
@@ -131,7 +143,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 		}
 
 		// Associations.
-		public class AssociationData
+		public class AssociationData : BaseData
 		{
 			protected AssociationData(Sbm.AssociationType type)
 			{
@@ -157,7 +169,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Data
 		}
 
 		// Commodities.
-		public class CommodityData
+		public class CommodityData : BaseData
 		{
 			protected CommodityData(Sbm.CommodityType type)
 			{

SaBusMgrStandardBase/Base/Mgr/SbmAccountMgr_Association-Util.cs

@@ -1,15 +1,10 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
-using Sarand.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Bus;
-using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
-using Sarand.Net.Standard.Base.ReferenceData;
 using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
-using static Sarand.BusinessMgr.Net.Standard.Base.App.Sbm;
-using static Sarand.BusinessMgr.Net.Standard.Base.Data.SbmRepositoryPopulationData;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 {

SaBusMgrStandardBase/Base/Mgr/SbmAccountMgr_Association.cs

@@ -8,8 +8,6 @@ using Sarand.Net.Standard.Base.ReferenceData;
 using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
-using static Sarand.BusinessMgr.Net.Standard.Base.App.Sbm;
-using static Sarand.BusinessMgr.Net.Standard.Base.Data.SbmRepositoryPopulationData;
 
 namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 {
@@ -118,6 +116,16 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 		{
 			ClearErrorState();
 			// Association properties.			
+			if (errField.AffiliateIdOwner != SacsHierarchyItem.ValidValue.Ignore && !SysId.IsValid(data.AffiliateIdOwner))
+			{
+				errField.AffiliateIdOwner = SacsHierarchyItem.ValidValue.Invalid;
+				return SetErrorState("Owner must be supplied");
+			}
+			if (errField.AffiliateIdTarget != SacsHierarchyItem.ValidValue.Ignore && !SysId.IsValid(data.AffiliateIdTarget))
+			{
+				errField.AffiliateIdTarget = SacsHierarchyItem.ValidValue.Invalid;
+				return SetErrorState("Target must be supplied");
+			}
 			if (errField.AssociationType != SacsHierarchyItem.ValidValue.Ignore && (short)data.AssociationType < 1)
 			{
 				if ((int)data.AssociationType < 1)

SaBusMgrStandardBase/Base/Mgr/SbmTransactionMgr_Requirement.cs

@@ -23,14 +23,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 		public abstract bool CostColumnsAreAvailable();
 		public abstract bool SetTaxCode(SbmRequirement requirement, DateTime effective);
 		// Calculate the requirement's values.
-		public abstract bool CalculateTotal(SbmRequirement.Data requirement);
+		public abstract bool CalculateTotal(SbmRequirement requirement);
-		public bool CalculateTotal(SbmRequirement requirement)
-		{
-			SbmRequirement.Data data = requirement.GetData();
-			bool result = CalculateTotal(data);
-			requirement.SetData(data);
-			return result;
-		}
 
 		// Requirement associated quantities.
 		public abstract decimal GetRequirementQuantityDispatched(SysId requirementId, SysId transIdExclude);
@@ -154,51 +147,51 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 				}
 			}
 			// NB Seq, ReqntIdSource, Required, Started, Completed is optional.
-			if (errField.JobNumber != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.JobNumber, "job number", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_JobNumber), true))
+			if (errField.JobNumber != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.JobNumber, "job number", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_JobNumber)))
 			{
 				errField.JobNumber = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
 			// NB AssIdSubcontract, CommodityId is optional.
-			if (errField.ProductCode != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.ProductCode, "product code", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_ProductCode), true))
+			if (errField.ProductCode != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.ProductCode, "product code", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_ProductCode)))
 			{
 				errField.ProductCode = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
 			// NB AssetId is optional.
-			if (errField.DescBrief != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescBrief, "description", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescBrief), true))
+			if (errField.DescBrief != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescBrief, "description", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescBrief)))
 			{
 				errField.DescBrief = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
-			if (errField.DescIntro != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescIntro, "introduction", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescIntro), true))
+			if (errField.DescIntro != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescIntro, "introduction", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescIntro)))
 			{
 				errField.DescIntro = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
-			if (errField.DescOutline != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescOutline, "outline description", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescOutline), true))
+			if (errField.DescOutline != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescOutline, "outline description", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescOutline)))
 			{
 				errField.DescOutline = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
-			if (errField.DescDetail != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescDetail, "detailed description", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescDetail), true))
+			if (errField.DescDetail != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.DescDetail, "detailed description", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_DescDetail)))
 			{
 				errField.DescDetail = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
 			// NB PromotionCode, Quantity, QuantityProd, UomId, Weight, UomIdWeight is optional.
-			if (errField.NominalCode != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.NominalCode, "nominal code", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_NominalCode), true))
+			if (errField.NominalCode != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.NominalCode, "nominal code", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_NominalCode)))
 			{
 				errField.NominalCode = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
-			if (errField.MaterialSourceCode != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.MaterialSourceCode, "material source", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_MaterialSourceCode), true))
+			if (errField.MaterialSourceCode != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.MaterialSourceCode, "material source", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_MaterialSourceCode)))
 			{
 				errField.MaterialSourceCode = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
 			}
 			// NB AmountUnit > LocationIdStock is optional.
-			if (errField.Notes != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Notes, "notes", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_Notes), true))
+			if (errField.Notes != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Notes, "notes", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Requirement_Notes)))
 			{
 				errField.Notes = SacsHierarchyItem.ValidValue.Invalid;
 				return false;

SaBusMgrStandardBase/Base/Mgr/SbmTransactionMgr_Transaction.cs

@@ -19,13 +19,14 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 	{
 		//-------------------------------------------------------------------
 		// Data members.
-		private static long maxTranNotesLength = -1;
 
 		//-------------------------------------------------------------------
 		// Utilities.
 		public abstract bool TransactionIsReadOnly(SbmTransaction transaction);
 		public abstract bool TransactionDetailsAreReadOnly(SbmTransaction transaction);
 
+		public abstract bool RefreshTransactionTotals(SbmTransaction transaction, IEnumerable<SbmRequirement> requirements);
+
 		// Labour cost.
 		public abstract decimal GetTransCostLabourRateHourDefault();
 		public abstract decimal GetTransCostLabourRateHour(SysId transactionId);
@@ -35,7 +36,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 		public abstract bool ChangeTransactionsAssociation(SbmTransaction transaction, SysId associationId);
 
 		/// <summary>
-		/// Refresh associatde data:
+		/// Refresh associated data:
 		/// <para>- Refresh Stock Allocations.</para>
 		/// <para>- </para>
 		/// <para>- </para>
@@ -197,7 +198,8 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 			}
 
 			// References.
-			if (errField.Ref != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.RefExt, "external", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Transaction_Ref)))
+			// NB Reference only validate for existing transactions as the value is populated and validated after this method for new transactions.
+			if (errField.Ref != SacsHierarchyItem.ValidValue.Ignore && SysId.IsValid(data.Id) && !IsValidValue(data.Ref, "Ref", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Transaction_Ref), true))
 			{
 				errField.Ref = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
@@ -330,21 +332,8 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 				return false;
 			}
 
-			// Establish notes length for validation.			
+			// Common properties.
-			if (maxTranNotesLength < 1)
+			if (errField.Notes != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Notes, "notes", (int)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Transaction_Notes)))
-			{
-				// Standard notes length:
-				maxTranNotesLength = (int)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Transaction_Notes);
-				// Check if this database allows longer notes:
-				ISacsDatabase db = SbmGlobals.Application.GetBusMgrDatabase(SessionContext);
-				if (db != null)
-				{
-					DbDfnTable tableDfn = db.GetTableDfn(SbmDbDfn.GetTableName(SbmDbDfn.TableIdx.Transaction, false));
-					DbDfnColumn columnDfn = tableDfn.Columns.Find(item => item.Name.EqualsCI(SbmDbDfn.GetColumnName(SbmDbDfn.ColumnIdx.Transaction_Notes, false)));
-					if (columnDfn != null) maxTranNotesLength = Math.Max(maxTranNotesLength, columnDfn.Size);
-				}
-			}
-			if (errField.Notes != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Notes, "notes", maxTranNotesLength))
 			{
 				errField.Notes = SacsHierarchyItem.ValidValue.Invalid;
 				return false;
@@ -374,29 +363,6 @@ namespace Sarand.BusinessMgr.Net.Standard.Base.Mgr
 				if (!DateUtil.IsValid(data.Closed))
 					data.Closed = DateTime.Today;
 			}
-
-			// Populate reference if not already done.
-			if (StringUtil.IsEmpty(data.Ref) && SessionConsole.TransactionAssignRefMethod(data.TransactionType) != SbmSessionConsole.AssignTransRefMethod.Manual)
-			{
-				// Retrieve the next available transaction reference.
-				String sRef = SessionConsole.GetTransactionCreateRef(data.AffiliateIdOwner, data.AssociationId, data.TransactionType);
-				// Check that another transaction doesn't already exist with this reference.
-				SbmTransaction transRef = GetTransactionByOwnerTypeRef(data.AffiliateIdOwner, data.TransactionType, sRef);
-				if (transRef == null)
-					data.Ref = sRef;
-				else
-				{
-					String tranTypeDesc = TransactionTypes.GetDescForType(data.TransactionType);
-					if (StringUtil.IsEmpty(tranTypeDesc)) tranTypeDesc = "Transaction";
-					SetErrorState("Another " + tranTypeDesc + " already exists with this reference.");
-				}
-				if (HasErrorState()) return false;
-			}
-			if (errField.Ref != SacsHierarchyItem.ValidValue.Ignore && !IsValidValue(data.Ref, "Ref", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Transaction_Ref), true))
-			{
-				errField.Ref = SacsHierarchyItem.ValidValue.Invalid;
-				return false;
-			}
 			return true;
 		}
 

SaBusMgrStandardBase/Resources/Email/Security/sbm-email-demo-account-register.html

@@ -7,15 +7,15 @@
 </head>
 <body>
 	[#Email.Header]
-	<div class="sax-email-body">
+	<div class="sbm-email-body">
-		<div class="sax-email-panel-caption">
+		<div class="sbm-email-panel-caption">
-			<div class="sax-caption">Demo Account Registration</div>
+			<div class="sbm-caption">Demo Account Registration</div>
 		</div>
-		<div class="sax-email-panel-content">
+		<div class="sbm-email-panel-content">
-			<div class="sax-para">Thank you for registering your demo account details!</div>
+			<div class="sbm-para">Thank you for registering your demo account details!</div>
-			<div class="sax-para">Follow <span style="font-weight:bold;"><a href="[#Link.DemoAccountSignin]">this link</a></span> to login to the demo application.</div>
+			<div class="sbm-para">Follow <span style="font-weight:bold;"><a href="[#Link.DemoAccountSignin]">this link</a></span> to login to the demo application.</div>
-			<div class="sax-para">Thank you.</div>
+			<div class="sbm-para">Thank you.</div>
-			<div class="sax-para">BusinessMgr team</div>
+			<div class="sbm-para">BusinessMgr team</div>
 		</div>
 	</div>
 	[#Email.Footer]

SaBusMgrStandardBase/Resources/Email/Security/sbm-email-demo-account-request.html

@@ -7,16 +7,16 @@
 </head>
 <body>
 	[#Email.Header]
-	<div class="sax-email-body">
+	<div class="sbm-email-body">
-		<div class="sax-email-panel-caption">
+		<div class="sbm-email-panel-caption">
-			<div class="sax-caption">Demo Account Request</div>
+			<div class="sbm-caption">Demo Account Request</div>
 		</div>
-		<div class="sax-email-panel-content">
+		<div class="sbm-email-panel-content">
-			<div class="sax-para">Thank you for requesting a demo account!</div>
+			<div class="sbm-para">Thank you for requesting a demo account!</div>
-			<div class="sax-para">Follow <span style="font-weight:bold;"><a href="[#Link.DemoAccountRegister]">this link</a></span> to complete registration for your account for the demo application.</div>
+			<div class="sbm-para">Follow <span style="font-weight:bold;"><a href="[#Link.DemoAccountRegister]">this link</a></span> to complete registration for your account for the demo application.</div>
-			<div class="sax-para">This link will expire in [#Link.ExpiresMinutes] minutes.</div>
+			<div class="sbm-para">This link will expire in [#Link.ExpiresMinutes] minutes.</div>
-			<div class="sax-para">Thank you.</div>
+			<div class="sbm-para">Thank you.</div>
-			<div class="sax-para">BusinessMgr team</div>
+			<div class="sbm-para">BusinessMgr team</div>
 		</div>
 	</div>
 	[#Email.Footer]

SaBusMgrStandardBase/Resources/Email/Security/sbm-email-request-password.html

@@ -7,16 +7,16 @@
 </head>
 <body>
 	[#Email.Header]
-	<div class="sax-email-body">
+	<div class="sbm-email-body">
-		<div class="sax-email-panel-caption">
+		<div class="sbm-email-panel-caption">
-			<div class="sax-caption">Password Request</div>
+			<div class="sbm-caption">Password Request</div>
 		</div>
-		<div class="sax-email-panel-content">
+		<div class="sbm-email-panel-content">
-			<div class="sax-para">We received a request to re-set your password.</div>
+			<div class="sbm-para">We received a request to re-set your password.</div>
-			<div class="sax-para">Follow <span style="font-weight:bold;"><a href="[#Link.RequestPassword]">this link</a></span> to set a new password against your account.</div>
+			<div class="sbm-para">Follow <span style="font-weight:bold;"><a href="[#Link.RequestPassword]">this link</a></span> to set a new password against your account.</div>
-			<div class="sax-para">This link will expire in [#Link.ExpiresMinutes] minutes.</div>
+			<div class="sbm-para">This link will expire in [#Link.ExpiresMinutes] minutes.</div>
-			<div class="sax-para">Thank you.</div>
+			<div class="sbm-para">Thank you.</div>
-			<div class="sax-para">BusinessMgr team</div>
+			<div class="sbm-para">BusinessMgr team</div>
 		</div>
 	</div>
 	[#Email.Footer]

SaBusMgrStandardBase/Resources/Email/Shared/sbm-email-footer.html

@@ -1,3 +1,3 @@
-<div class="sax-email-footer">
+<div class="sbm-email-footer">
-	<div class="sax-content"></div>
+	<div class="sbm-content"></div>
 </div>

SaBusMgrStandardBase/Resources/Email/Style/sbm-email-main.css

@@ -18,7 +18,7 @@ td
 	vertical-align: top;
 }
 
-.sax-email-header
+.sbm-email-header
 {
 	margin: 0 0 12px 0;
 	border-bottom: 1px solid rgba(0,0,0,.1);
@@ -27,7 +27,7 @@ td
 	-webkit-box-shadow: 0 1px 0 rgba(0,0,0,.1);
 }
 
-.sax-email-header .sax-content, .sax-email-body, .sax-email-footer .sax-content
+.sbm-email-header .sbm-content, .sbm-email-body, .sbm-email-footer .sbm-content
 {
 	width: 90%;
 	max-width: 1040px;
@@ -35,16 +35,16 @@ td
 	padding:12px 24px;
 }
 
-.sax-email-header .sax-content
+.sbm-email-header .sbm-content
 {
 	font-size:2.3rem;
 }
 
-.sax-email-body
+.sbm-email-body
 {
 }
 
-.sax-email-panel-caption
+.sbm-email-panel-caption
 {
 	margin: 12px 0;
 	font-size: 3.2rem;
@@ -53,17 +53,17 @@ td
 	background-color: transparent;
 }
 
-.sax-email-panel-content
+.sbm-email-panel-content
 {
 	margin: 12px 0;
 }
 
-.sax-para
+.sbm-para
 {
 	margin-bottom: 16px;
 }
 
-td.sax-label
+td.sbm-label
 {
 	padding: 4px 12px;
 	font-size: 1.6rem;
@@ -72,25 +72,25 @@ td.sax-label
 	white-space: nowrap;
 }
 
-td.sax-value
+td.sbm-value
 {
 	padding-top: 4px;
 	font-size: 1.6rem;
 }
 
-.sax-email-footer
+.sbm-email-footer
 {
 	margin: 24px 0 12px 0;
 	border-top: 1px rgba(0,0,0,.1) solid;
 }
 
-.sax-email-footer .sax-content
+.sbm-email-footer .sbm-content
 {
 	padding:12px 24px;
 	font-size:1.2rem;
 }
 
-.sax-email-footer .sax-content .sax-footer-lower
+.sbm-email-footer .sbm-content .sbm-footer-lower
 {
 	background-color: #f9f9f9;
 }

SaBusMgrStandardDbas/Dbas/Mgr/SbmAccountMgr_Dbas-Association-Utils.cs

@@ -1,22 +1,14 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
-using Sarand.BusinessMgr.Net.Standard.Dbas.Bus;
-using Sarand.BusinessMgr.Net.Standard.Dbas.Internal;
-using Sarand.BusinessMgr.Net.Standard.Dbas.UpdateLog;
-using Sarand.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Bus;
 using Sarand.Net.Standard.Base.CodeTypes;
 using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
-using Sarand.Net.Standard.Base.Interfaces;
-using Sarand.Net.Standard.Base.ItemDocs;
 using Sarand.Net.Standard.Base.Utils;
 using Sarand.Net.Standard.Dbas.Data;
 using System;
 using System.Collections.Generic;
-using System.Data.Common;
 using System.Linq;
-using static Sarand.BusinessMgr.Net.Standard.Base.App.Sbm;
 
 namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 {
@@ -67,7 +59,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			HashSet<SysId> affiliateIdsOwner = new HashSet<SysId>();
 			String colAffIdOwner = SbmDbDfn.GetColumnName(SbmDbDfn.ColumnIdx.Association_AffIdOwner);
 			SbmAssociation.Params prmAssociation = new SbmAssociation.Params();
-			prmAssociation.AssociationType = AssociationType.Internal;
+			prmAssociation.AssociationType = Sbm.AssociationType.Internal;
 			prmAssociation.StatusCat = SbmAssociation.StatusCat.Active;
 			// Construct the query.
 			DbQuery qry = new DbQuery(Database.DbmsType);

SaBusMgrStandardDbas/Dbas/Mgr/SbmAccountMgr_Dbas-Association.cs

@@ -8,15 +8,12 @@ using Sarand.Net.Standard.Base.Bus;
 using Sarand.Net.Standard.Base.CodeTypes;
 using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
-using Sarand.Net.Standard.Base.Interfaces;
-using Sarand.Net.Standard.Base.ItemDocs;
 using Sarand.Net.Standard.Base.Utils;
 using Sarand.Net.Standard.Dbas.Data;
 using System;
 using System.Collections.Generic;
 using System.Data.Common;
 using System.Linq;
-using static Sarand.BusinessMgr.Net.Standard.Base.App.Sbm;
 
 namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 {

SaBusMgrStandardDbas/Dbas/Mgr/SbmTransactionMgr_Dbas-Requirement.cs

@@ -1,4 +1,5 @@
-using Sarand.BusinessMgr.Net.Standard.Base.App;
+using Org.BouncyCastle.Bcpg;
+using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
 using Sarand.BusinessMgr.Net.Standard.Dbas.Bus;
 using Sarand.BusinessMgr.Net.Standard.Dbas.Internal;
@@ -254,7 +255,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 		}
 
 		//-------------------------------------------------------------------
-		public override bool CalculateTotal(SbmRequirement.Data requirement)
+		public override bool CalculateTotal(SbmRequirement requirement)
 		{
 			ClearErrorState();
 			if (requirement == null) return SetErrorState(Msg_ItemNotSpecified);
@@ -546,11 +547,25 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 		public override SbmRequirement CreateRequirement(SysId assocId, SysId transId, Sbm.RequirementType requirementType)
 		{
 			ClearErrorState();
-			SbmRequirement requirement = null;
+			if (!SysId.IsValid(assocId))
-			if (SysId.IsValid(assocId) && SysId.IsValid(transId) && requirementType > 0)
+			{
-				requirement = new SbmRequirement_Dbas(new SysId(), AffiliateId_Owner, assocId, transId, requirementType, 0);
+				SetErrorState("Association not identified");
-			else SetErrorState("Asset type not identified");
+				SaLogger.Warn($"{SysUtil.Fn} Failed to create Requirement - {ErrorStateMessage}.");
-			return requirement;
+				return null;
+			}
+			if (!SysId.IsValid(transId))
+			{
+				SetErrorState("Transaction not identified");
+				SaLogger.Warn($"{SysUtil.Fn} Failed to create Requirement - {ErrorStateMessage}.");
+				return null;
+			}
+			if (requirementType <= 0)
+			{
+				SetErrorState("Requirement type not identified");
+				SaLogger.Warn($"{SysUtil.Fn} Failed to create Requirement - {ErrorStateMessage}.");
+				return null;
+			}
+			return new SbmRequirement_Dbas(new SysId(), AffiliateId_Owner, assocId, transId, requirementType, 0);
 		}
 		private SbmRequirement_Dbas CreateRequirement(Requirement_Db dbRequirement)
 		{
@@ -679,13 +694,13 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			dbRequirement._TransId = requirement.TransactionId.ToInt();
 			dbRequirement._Type = (short)requirement.RequirementType;
 			dbRequirement._Seq = requirement.Seq;
-			dbRequirement._ReqntIdSource = requirement.RequirementIdSource.ToInt();
+			dbRequirement._ReqntIdSource = SysId.ToInt(requirement.RequirementIdSource);
 			dbRequirement._Required = requirement.Required;
 			dbRequirement._Started = requirement.Started;
 			dbRequirement._Completed = requirement.Completed;
 			dbRequirement._JobNumber = requirement.JobNumber;
-			dbRequirement._AssIdSubcontract = requirement.AssociationIdSubContract.ToInt();
+			dbRequirement._AssIdSubcontract = SysId.ToInt(requirement.AssociationIdSubContract);
-			dbRequirement._CommodityId = requirement.CommodityId.ToInt();
+			dbRequirement._CommodityId = SysId.ToInt(requirement.CommodityId);
 			dbRequirement._ProductCode = requirement.ProductCode;
 			dbRequirement._AssetId = requirement.AssetId.ToInt();
 			dbRequirement._DescBrief = requirement.DescBrief;
@@ -709,7 +724,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			dbRequirement._TimeEst = requirement.TimeEst;
 			dbRequirement._TimeAct = requirement.TimeAct;
 			dbRequirement._TimeTot = requirement.TimeTot;
-			dbRequirement._LocationIdStock = requirement.LocationIdStock.ToInt();
+			dbRequirement._LocationIdStock = SysId.ToInt(requirement.LocationIdStock);
 			dbRequirement._CostLabourHours = requirement.CostLabourHours;
 			dbRequirement._CostLabourRateHour = requirement.CostLabourRateHour;
 			dbRequirement._CostLabour = requirement.CostLabour;

SaBusMgrStandardDbas/Dbas/Mgr/SbmTransactionMgr_Dbas-Transaction-Utils.cs

@@ -7,6 +7,7 @@ using Sarand.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Bus;
 using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
+using Sarand.Net.Standard.Base.ReferenceData;
 using Sarand.Net.Standard.Base.Utils;
 using Sarand.Net.Standard.Dbas.Base;
 using Sarand.Net.Standard.Dbas.Data;
@@ -68,6 +69,41 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			return detailsAreReadOnly;
 		}
 
+		//-------------------------------------------------------------------
+		public override bool RefreshTransactionTotals(SbmTransaction transaction, IEnumerable<SbmRequirement> requirements)
+		{
+			ClearErrorState();
+			if (transaction == null) return SetErrorState(Msg_ItemNotSpecified);
+			if (requirements == null) requirements = new List<SbmRequirement>();
+
+			// Total weight.
+			decimal totalWeight = requirements.GetTotalWeight(Internals.GetDefaultUnitOfMeasureByCategory(SaUomCategory.Weight)?.Id);
+			transaction.Weight = totalWeight;
+
+			// Set the allocation status:
+			transaction.ClearAllocationStatus();
+			if (requirements.IsFullAllocation()) transaction.FullAllocation = true;
+			else if (requirements.IsPartialAllocation()) transaction.PartialAllocation = true;
+
+			// Calculate the totals from the list of requirements:
+			decimal totalAmountNet = 0.0m, totalAmountTax = 0.0m, totalAmountTot = 0.0m, totalTimeEst = 0.0m, totalTimeAct = 0.0m;
+			requirements.CalculateTotals(ref totalAmountNet, ref totalAmountTax, ref totalAmountTot, ref totalTimeEst, ref totalTimeAct);
+
+			// Include delivery amounts:
+			totalAmountNet += transaction.DeliveryAmountNet;
+			totalAmountTax += transaction.DeliveryAmountTax;
+			totalAmountTot += transaction.DeliveryAmountTot;
+
+			// Store amounts:
+			transaction.AmountNet = totalAmountNet;
+			transaction.AmountTax = totalAmountTax;
+			transaction.AmountTot = totalAmountTot;
+			transaction.TimeEst = totalTimeEst;
+			transaction.TimeAct = totalTimeAct;
+
+			return OK;
+		}
+
 		//-------------------------------------------------------------------
 		// Labour Cost.
 		public override decimal GetTransCostLabourRateHourDefault()

SaBusMgrStandardDbas/Dbas/Mgr/SbmTransactionMgr_Dbas-Transaction.cs

@@ -1,5 +1,6 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
+using Sarand.BusinessMgr.Net.Standard.Base.Consoles;
 using Sarand.BusinessMgr.Net.Standard.Dbas.Bus;
 using Sarand.BusinessMgr.Net.Standard.Dbas.Internal;
 using Sarand.BusinessMgr.Net.Standard.Dbas.UpdateLog;
@@ -551,11 +552,13 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			if (!SysId.IsValid(assocId))
 			{
 				SetErrorState("Association not supplied");
+				SaLogger.Warn($"{SysUtil.Fn} Failed to create Requirement - {ErrorStateMessage}.");
 				return null;
 			}
-			if ((int)transactionType < 1)
+			if (transactionType <= 0)
 			{
-				SetErrorState("Transaction type not identified");
+				SetErrorState("Transaction type not supplied");
+				SaLogger.Warn($"{SysUtil.Fn} Failed to create Requirement - {ErrorStateMessage}.");
 				return null;
 			}
 			return new SbmTransaction_Dbas(new SysId(), AffiliateId_Owner, assocId, transactionType, 0);
@@ -584,6 +587,13 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			ClearErrorState();
 			if (!IsValidTransaction(transaction)) return false;
 			if (SysId.IsValid(transaction.Id)) return SetErrorState(ErrorMessage.ValiditemId);
+			if (StringUtil.IsBlank(transaction.Ref))
+			{
+				if (!AssignTransactionReference(transaction))
+					return false;
+				if (!IsValidValue(transaction.Ref, "Ref", (long)Internals.GetColTextLen(SbmDbDfn.ColumnIdx.Transaction_Ref), true))
+					return false;
+			}
 			using (var dbConnection = Database.CreateConnection())
 			using (var dbCommand = dbConnection.CreateCommand())
 			{
@@ -607,6 +617,29 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			return OK;
 		}
 
+		private bool AssignTransactionReference(SbmTransaction transaction)
+		{
+			if (HasErrorState()) return false;
+			// Populate reference if not already done.
+			if (StringUtil.IsBlank(transaction.Ref) && SessionConsole.TransactionAssignRefMethod(transaction.TransactionType) != SbmSessionConsole.AssignTransRefMethod.Manual)
+			{
+				// Retrieve the next available transaction reference.
+				String sRef = SessionConsole.GetTransactionCreateRef(transaction.AffiliateIdOwner, transaction.AssociationId, transaction.TransactionType);
+				// Check that another transaction doesn't already exist with this reference.
+				SbmTransaction transRef = GetTransactionByOwnerTypeRef(transaction.AffiliateIdOwner, transaction.TransactionType, sRef);
+				if (transRef == null)
+					transaction.Ref = sRef;
+				else
+				{
+					String tranTypeDesc = TransactionTypes.GetDescForType(transaction.TransactionType);
+					if (StringUtil.IsEmpty(tranTypeDesc)) tranTypeDesc = "Transaction";
+					SetErrorState("Another " + tranTypeDesc + " already exists with this reference.");
+				}
+				if (HasErrorState()) return false;
+			}
+			return OK;
+		}
+
 		//-------------------------------------------------------------------
 		// Update Transaction.
 		public override bool UpdateTransaction(SbmTransaction transaction, DbUpdateInfo dbUpdateInfo)
@@ -792,7 +825,6 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			transaction.AssociationId = new SysId(dbTransaction._AssocId);
 			transaction.TransactionType = (Sbm.TransactionType)(dbTransaction._Type ?? 0);
 			transaction.Ref = dbTransaction._Ref;
-			transaction.RefInt = dbTransaction._RefInt ?? 0;
 			transaction.RefExt = dbTransaction._RefExt;
 			transaction.RaisedBy = dbTransaction._RaisedBy;
 			transaction.AffiliateIdRaise = new SysId(dbTransaction._AffIdRaise ?? 0);
@@ -2046,6 +2078,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 					}
 				}
 			}
+
 			//---------------------------------------------------------------------
 			// Delivery Address.
 			bool hasColDeliveryAddress = columns.HasId(SbmTransaction.Column.DeliveryAddress);
@@ -2077,6 +2110,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 				foreach (SbmDbDfn.ColumnIdx dbColumn in addressDeliveryCols)
 					query.Columns.Add(SbmDbDfn.GetColumnNameQual(dbColumn, aliasTransaction_DeliveryAddress), prefixTransaction_DeliveryAddress + SbmDbDfn.GetColumnName(dbColumn, false));
 			}
+
 			//---------------------------------------------------------------------
 			// Delivery tax code.
 			bool bHasColDeliveryTaxCode = false;
@@ -2096,6 +2130,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 				foreach (SbmDbDfn.ColumnIdx dbColumn in taxcodeDeliveryCols)
 					query.Columns.Add(SbmDbDfn.GetColumnNameQual(dbColumn, aliasTransaction_DeliveryTaxcode), prefixTransaction_DeliveryTaxcode + SbmDbDfn.GetColumnName(dbColumn, false));
 			}
+
 			//---------------------------------------------------------------------
 			// Currency.
 			bool hasColCurrency = false;
@@ -2115,6 +2150,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 				foreach (SbmDbDfn.ColumnIdx dbColumn in currencyCols)
 					query.Columns.Add(SbmDbDfn.GetColumnNameQual(dbColumn, aliasTransaction_Currency), prefixTransaction_Currency + SbmDbDfn.GetColumnName(dbColumn, false));
 			}
+
 			//---------------------------------------------------------------------
 			// Source Transaction.
 			bool hasColSourceTrans = columns.HasId(SbmTransaction.Column.SourceTrans_Ref);
@@ -2132,8 +2168,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 				foreach (SbmDbDfn.ColumnIdx dbColumn in transactionSourceCols)
 					query.Columns.Add(SbmDbDfn.GetColumnNameQual(dbColumn, aliasTransaction_SourceTransaction), prefixTransaction_SourceTransaction + SbmDbDfn.GetColumnName(dbColumn, false));
 			}
-			//---------------------------------------------------------------------
+
-			// If subordinate records are being counted, other columns must be grouped.		//if (bCountRequirements || bCountTimeRecords || bCountActions)		//qry.lGroupBy = qry.lColumn.Values(); Slows down query immensely.
 			//---------------------------------------------------------------------
 			// Total transaction cost.
 			bool includeCostTotal = (columns.HasId(SbmTransaction.Column.CostTotal) || columns.HasId(SbmTransaction.Column.CostTotal_Fmt));
@@ -2150,40 +2185,41 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 				qryReqntCount.Filters.Add(SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Requirement_TransId, aliasTransaction_RequirementCost, false) + "=" + SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Transaction_Id, aliasTransaction));
 				query.Columns.Add("(" + qryReqntCount.BuildQuery() + ")", colNameCostTotal);
 			}
+
 			//---------------------------------------------------------------------
-			bool countRequirements = columns.HasId(SbmTransaction.Column.ReqntCount);
+			// Requirements.
-			if (countRequirements)
+			if (columns.HasId(SbmTransaction.Column.ReqntCount))
 			{
 				// Build sub query to directly return the number of associated requirements.
 				String aliasTransaction_CountRequirement = "aTrnReqCnt";
-				String colNameCountReqnts = "CountReqnts";
 				DbQuery qryReqntCount = new DbQuery(Database.DbmsType);
 				qryReqntCount.Tables.Add(new StringPair(SbmDbDfn.GetTableName(SbmDbDfn.TableIdx.Requirement), aliasTransaction_CountRequirement));
-				qryReqntCount.Columns.Add("Count(" + SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Requirement_Id, aliasTransaction_CountRequirement, false) + ")");
+				qryReqntCount.Columns.Add("Count(*)");
-				qryReqntCount.Filters.Add(SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Requirement_TransId, aliasTransaction_CountRequirement, false) + "=" + SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Transaction_Id, aliasTransaction));
+				qryReqntCount.Filters.Add($"{SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Requirement_TransId, aliasTransaction_CountRequirement, false)}={SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Transaction_Id, aliasTransaction)}");
+				qryReqntCount.Filters.Add($"{SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Requirement_Status, aliasTransaction_CountRequirement, false)} Not In ('{StatusCancelled}','{StatusDeleted}')");
 				query.Columns.Add("(" + qryReqntCount.BuildQuery() + ")", colNameCountReqnts);
 			}
+
 			//---------------------------------------------------------------------
-			bool bCountTimeRecords = columns.HasId(SbmTransaction.Column.TimeCount);
+			// Time records.
-			if (bCountTimeRecords)
+			if (columns.HasId(SbmTransaction.Column.TimeCount))
 			{
 				// Build sub query to directly return the number of associated constituents of type 'Time'.
 				String aliasTransaction_CountTimes = "ConTim";
-				String colNameCountTimeRecs = "CountTimeRecs";
 				DbQuery qryConstTimeCount = new DbQuery(Database.DbmsType);
 				qryConstTimeCount.Tables.Add(new StringPair(SbmDbDfn.GetTableName(SbmDbDfn.TableIdx.Constituent), aliasTransaction_CountTimes));
-				qryConstTimeCount.Columns.Add("Count(" + SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Constituent_Id, aliasTransaction_CountTimes, false) + ")");
+				qryConstTimeCount.Columns.Add("Count(*)");
 				qryConstTimeCount.Filters.Add(SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Constituent_TransId, aliasTransaction_CountTimes, false) + "=" + SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Transaction_Id, aliasTransaction));
 				qryConstTimeCount.Filters.Add(SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Constituent_Type, aliasTransaction_CountTimes, false) + "=" + Sbm.ConstituentType.TimeRecord.ToString());
 				qryConstTimeCount.Columns.Add("(" + qryConstTimeCount.BuildQuery() + ")", colNameCountTimeRecs);
 			}
+
 			//---------------------------------------------------------------------
-			bool bCountActions = columns.HasId(SbmTransaction.Column.TaskCount);
+			// Tasks.
-			if (bCountActions)
+			if (columns.HasId(SbmTransaction.Column.TaskCount))
 			{
 				// Build sub query to directly return the number of associated constituents of type 'Action'.
 				String aliasTransaction_CountActions = "ConAct";
-				String colNameCountActions = "CountActions";
 				DbQuery qryConstActionCount = new DbQuery(Database.DbmsType);
 				qryConstActionCount.Tables.Add(new StringPair(SbmDbDfn.GetTableName(SbmDbDfn.TableIdx.Constituent), aliasTransaction_CountActions));
 				qryConstActionCount.Columns.Add("Count(" + SbmDbDfn.GetColumnNameQual(SbmDbDfn.ColumnIdx.Constituent_Id, aliasTransaction_CountActions, false) + ")");
@@ -2193,8 +2229,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 			}
 			//---------------------------------------------------------------------
 			// Whether transaction has associated invoices.
-			bool checkForInvoices = columns.HasId(SbmTransaction.Column.HasInvoice);
+			if (columns.HasId(SbmTransaction.Column.HasInvoice))
-			if (checkForInvoices)
 			{
 				// Check which types of transaction are allowed.
 				bool invoicesAllowed = SessionConsole != null && (AllowTransactionType(Sbm.TransactionType.ProformaSalesInvoice) || AllowTransactionType(Sbm.TransactionType.SalesInvoice) ||
@@ -2205,7 +2240,6 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 					// Aliases & Columns.
 					String aliasTransaction_TransactionInvoice = "TraInv";
 					String aliasTransaction_TransactionSource = "TraSrc";
-					String colNameHasInvoice = "HasInvoice";
 
 					// Supported invoice transaction types.
 					List<String> transTypeInvoices = new List<String>();
@@ -2235,8 +2269,7 @@ namespace Sarand.BusinessMgr.Net.Standard.Dbas.Mgr
 				}
 			}
 			//---------------------------------------------------------------------
-			bool bAccountInvoiceRef = columns.HasId(SbmTransaction.Column.AccountsInvoiceRef);
+			if (columns.HasId(SbmTransaction.Column.AccountsInvoiceRef))
-			if (bAccountInvoiceRef)
 			{
 				// Identify the accounts interface.
 				HashSet<SysId> accountsIdsInterface = AccountsDfn.GetInterfaceIds(true);

SaBusinessMgrCoreWebControl/Control/Controllers/System/SystemController-Ajax-Database.cs

@@ -1,28 +1,22 @@
 using Microsoft.AspNetCore.Mvc;
-using Microsoft.Extensions.Logging;
+using Sarand.BusinessMgr.Net.Standard.Base.App;
-using NPOI.SS.Formula.Functions;
+using Sarand.BusinessMgr.Net.Standard.Base.Bus.Control;
-using Sarand.BusinessMgr.Net.Core.Web.App;
 using Sarand.BusinessMgr.Net.Standard.Dbas.App;
+using Sarand.BusinessMgr.Net.Standard.Dbas.Consoles;
 using Sarand.BusinessMgr.Web.Control.Components;
+using Sarand.BusinessMgr.Web.Control.Models.System;
+using Sarand.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
 using Sarand.Net.Standard.Base.Helpers;
 using Sarand.Net.Standard.Base.Utils;
+using Sarand.Net.Standard.Dbas.Base;
 using Sarand.Net.Standard.Dbas.Data;
 using Sarand.Net.Standard.Dbas.Proc;
-using System.Collections.Generic;
 using System;
-using Sarand.BusinessMgr.Web.Control.Models.System;
+using System.Collections.Generic;
-using Sarand.BusinessMgr.Net.Standard.Base.App;
-using DocumentFormat.OpenXml.EMMA;
 using System.Linq;
-using Sarand.BusinessMgr.Net.Standard.Base.Bus.Control;
-using Sarand.Net.Standard.Dbas.Base;
-using Sarand.BusinessMgr.Web.Control.Consoles;
 using System.Reflection;
-using static Sarand.BusinessMgr.Net.Standard.Dbas.Utils.SbmDbDfnGenerator;
-using Sarand.Net.Standard.Base.App;
-using Sarand.BusinessMgr.Net.Standard.Dbas.Consoles;
 
 namespace Sarand.BusinessMgr.Web.Control.Controllers.System
 {

SaBusinessMgrCoreWebControl/Control/Controllers/System/SystemController-Ajax-Logs.cs

@@ -1,29 +1,11 @@
 using Microsoft.AspNetCore.Mvc;
-using Microsoft.Extensions.Logging;
-using NPOI.SS.Formula.Functions;
-using Sarand.BusinessMgr.Net.Core.Web.App;
-using Sarand.BusinessMgr.Net.Standard.Dbas.App;
 using Sarand.BusinessMgr.Web.Control.Components;
-using Sarand.Net.Standard.Base.Core;
-using Sarand.Net.Standard.Base.Dbas;
-using Sarand.Net.Standard.Base.Helpers;
-using Sarand.Net.Standard.Base.Utils;
-using Sarand.Net.Standard.Dbas.Data;
-using Sarand.Net.Standard.Dbas.Proc;
-using System.Collections.Generic;
-using System;
 using Sarand.BusinessMgr.Web.Control.Models.System;
-using Sarand.BusinessMgr.Net.Standard.Base.App;
-using DocumentFormat.OpenXml.EMMA;
-using System.Linq;
-using Sarand.BusinessMgr.Net.Standard.Base.Bus.Control;
-using Sarand.Net.Standard.Dbas.Base;
-using Sarand.BusinessMgr.Web.Control.Consoles;
-using System.Reflection;
-using static Sarand.BusinessMgr.Net.Standard.Dbas.Utils.SbmDbDfnGenerator;
 using Sarand.Net.Standard.Base.App;
-using Sarand.BusinessMgr.Net.Standard.Dbas.Consoles;
 using Sarand.Net.Standard.Base.IO;
+using Sarand.Net.Standard.Base.Utils;
+using System;
+using System.Collections.Generic;
 using System.IO;
 using System.Text.RegularExpressions;
 

SaBusinessMgrCoreWebControl/Resources/Email/Shared/sbmc-email-footer.html

@@ -1,3 +1,3 @@
-<div class="sax-email-footer">
+<div class="sbc-email-footer">
-	<div class="sax-content"></div>
+	<div class="sbc-content"></div>
 </div>

SaBusinessMgrCoreWebControl/Resources/Email/Shared/sbmc-email-header.html

@@ -1,3 +1,3 @@
-<div class="sax-email-header">
+<div class="sbc-email-header">
-	<div class="sax-content">Sarand BusinessMgr</div>
+	<div class="sbc-content">Sarand BusinessMgr</div>
 </div>

SaBusinessMgrCoreWebControl/Resources/Email/Style/sbmc-email-main.css

@@ -18,7 +18,7 @@ td
 	vertical-align: top;
 }
 
-.sax-email-header
+.sbc-email-header
 {
 	margin: 0 0 12px 0;
 	border-bottom: 1px solid rgba(0,0,0,.1);
@@ -27,7 +27,7 @@ td
 	-webkit-box-shadow: 0 1px 0 rgba(0,0,0,.1);
 }
 
-.sax-email-header .sax-content, .sax-email-body, .sax-email-footer .sax-content
+.sbc-email-header .sbc-content, .sbc-email-body, .sbc-email-footer .sbc-content
 {
 	width: 90%;
 	max-width: 1040px;
@@ -35,16 +35,16 @@ td
 	padding:12px 24px;
 }
 
-.sax-email-header .sax-content
+.sbc-email-header .sbc-content
 {
 	font-size:2.3rem;
 }
 
-.sax-email-body
+.sbc-email-body
 {
 }
 
-.sax-email-panel-caption
+.sbc-email-panel-caption
 {
 	margin: 12px 0;
 	font-size: 3.2rem;
@@ -53,17 +53,17 @@ td
 	background-color: transparent;
 }
 
-.sax-email-panel-content
+.sbc-email-panel-content
 {
 	margin: 12px 0;
 }
 
-.sax-para
+.sbc-para
 {
 	margin-bottom: 16px;
 }
 
-td.sax-label
+td.sbc-label
 {
 	padding: 4px 12px;
 	font-size: 1.6rem;
@@ -72,25 +72,25 @@ td.sax-label
 	white-space: nowrap;
 }
 
-td.sax-value
+td.sbc-value
 {
 	padding-top: 4px;
 	font-size: 1.6rem;
 }
 
-.sax-email-footer
+.sbc-email-footer
 {
 	margin: 24px 0 12px 0;
 	border-top: 1px rgba(0,0,0,.1) solid;
 }
 
-.sax-email-footer .sax-content
+.sbc-email-footer .sbc-content
 {
 	padding:12px 24px;
 	font-size:1.2rem;
 }
 
-.sax-email-footer .sax-content .sax-footer-lower
+.sbc-email-footer .sbc-content .sbc-footer-lower
 {
 	background-color: #f9f9f9;
 }

SaBusinessMgrCoreWebControl/Views/Account/UserAccount/Index.cshtml

@@ -43,7 +43,7 @@
 				<div class="row pb4">
 					<div class="col-sm-5 sbc-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-sm-7">
-						@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+						@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebControl/Views/Home/Index.cshtml

@@ -71,17 +71,17 @@
 		max-width: 960px;
 	}
 
-	.sax-panel-results .sax-panel-info.DbSchema > .sax-content
+	.sbc-panel-results .sbc-panel-info.DbSchema > .sbc-content
 	{
 		max-height: auto;
 	}
 
-	.sax-panel-results .sax-panel-info.DbSchema .sax-panel-messages
+	.sbc-panel-results .sbc-panel-info.DbSchema .sbc-panel-messages
 	{
 		margin-bottom: 8px;
 	}
 
-	.sax-panel-results .sax-panel-info.DbSchema table.sax-item-list thead tr th
+	.sbc-panel-results .sbc-panel-info.DbSchema table.sbc-item-list thead tr th
 	{
 		background-color: #ffc8c7;
 	}

SaBusinessMgrCoreWebControl/Views/Instance/Owner/Index.cshtml

@@ -43,7 +43,7 @@
 				<div class="row pb4">
 					<div class="col-sm-5 sbc-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-sm-7">
-						@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+						@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebControl/Views/Instance/Repository/Database/Schema.cshtml

@@ -50,7 +50,7 @@
 					<div class="col-sm-4 row pb4">
 						<div class="col-sm-5 sbc-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-sm-7">
-							@Html.TextBoxFor(model => model.DatabaseFilter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+							@Html.TextBoxFor(model => model.DatabaseFilter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebControl/Views/Instance/Repository/Database/Tables.cshtml

@@ -47,7 +47,7 @@
 					<div class="col-sm-4 row pb4">
 						<div class="col-sm-5 sbc-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-sm-7">
-							@Html.TextBoxFor(model => model.DatabaseFilter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+							@Html.TextBoxFor(model => model.DatabaseFilter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebControl/Views/Instance/Repository/Index.cshtml

@@ -44,7 +44,7 @@
 				<div class="row pb4">
 					<div class="col-sm-5 sbc-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-sm-7">
-						@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+						@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebControl/Views/Param/Param/Index.cshtml

@@ -63,7 +63,7 @@
 					<div class="col-sm-4 row pb4">
 						<div class="col-sm-4 sbc-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-sm-8">
-							@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch fullwidth", @maxlength = "32" })
+							@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch fullwidth", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebControl/wwwroot/css/sbc-data.css

@@ -92,6 +92,8 @@
 }
 
 .sbc-panel-data .sbc-panel-content input[type="text"],
+.sbc-panel-data .sbc-panel-content input[type="email"],
+.sbc-panel-data .sbc-panel-content input[type="search"],
 .sbc-panel-data .sbc-panel-content select
 {
 	min-width: 75%;

SaBusinessMgrCoreWebControl/wwwroot/js/sbc-sec.js

@@ -65,7 +65,7 @@
 			sbc.goToPage('Security/Signin');
 		}
 		if (response.successMsg)
-			sbc.doAlert($('.sax-page-caption').text(), response.successMsg, gotoSigninPage);
+			sbc.doAlert($('.sbc-page-caption').text(), response.successMsg, gotoSigninPage);
 		else gotoSigninPage();
 	}
 

SaBusinessMgrCoreWebPortal/Localisation/SbmPortalProperties.resx

@@ -129,9 +129,6 @@
   <data name="label.associations" xml:space="preserve">
     <value>Associations</value>
   </data>
-  <data name="caption.commodities" xml:space="preserve">
-    <value>Commodities</value>
-  </data>
   <data name="caption.commodity" xml:space="preserve">
     <value>Commodity</value>
   </data>
@@ -339,9 +336,6 @@
   <data name="msg.item.updated" xml:space="preserve">
     <value>Item updated.</value>
   </data>
-  <data name="msg.item.updated" xml:space="preserve">
-    <value>Item updated.</value>
-  </data>
   <data name="msg.something.gone.wrong" xml:space="preserve">
     <value>Unfortunately, something has gone wrong.\n\nYou will be returned to the home page.</value>
   </data>
@@ -753,4 +747,85 @@
   <data name="label.tax" xml:space="preserve">
     <value>Tax</value>
   </data>
+  <data name="label.sales.orders" xml:space="preserve">
+    <value>Sales orders</value>
+  </data>
+  <data name="label.raised" xml:space="preserve">
+    <value>Raised</value>
+  </data>
+  <data name="label.in.progress" xml:space="preserve">
+    <value>In progress</value>
+  </data>
+  <data name="label.required" xml:space="preserve">
+    <value>Required</value>
+  </data>
+  <data name="label.closed" xml:space="preserve">
+    <value>Closed</value>
+  </data>
+  <data name="label.amount.net" xml:space="preserve">
+    <value>Amount net</value>
+  </data>
+  <data name="label.amount.tax" xml:space="preserve">
+    <value>Amount tax</value>
+  </data>
+  <data name="label.customer" xml:space="preserve">
+    <value>Customer</value>
+  </data>
+  <data name="label.supplier" xml:space="preserve">
+    <value>Supplier</value>
+  </data>
+  <data name="caption.projects" xml:space="preserve">
+    <value>Projects</value>
+  </data>
+  <data name="caption.sales.leads" xml:space="preserve">
+    <value>Sales Leads</value>
+  </data>
+  <data name="caption.sales.quotes" xml:space="preserve">
+    <value>Sales Quotes</value>
+  </data>
+  <data name="caption.proforma.sales.orders" xml:space="preserve">
+    <value>Proforma Sales Orders</value>
+  </data>
+  <data name="caption.sales.purchase.orders" xml:space="preserve">
+    <value>SalesPurchaseOrders</value>
+  </data>
+  <data name="caption.sales.orders" xml:space="preserve">
+    <value>Sales Orders</value>
+  </data>
+  <data name="caption.sales.dispatches" xml:space="preserve">
+    <value>Sales Dispatches</value>
+  </data>
+  <data name="caption.proforma.sales.invoices" xml:space="preserve">
+    <value>Proforma Sales Invoices</value>
+  </data>
+  <data name="caption.sales.invoices" xml:space="preserve">
+    <value>Sales Invoices</value>
+  </data>
+  <data name="caption.purchase.quotes" xml:space="preserve">
+    <value>Purchase Quotes</value>
+  </data>
+  <data name="caption.purchase.sales.orders" xml:space="preserve">
+    <value>Purchase Sales Orders</value>
+  </data>
+  <data name="caption.purchase.orders" xml:space="preserve">
+    <value>Purchase Orders</value>
+  </data>
+  <data name="caption.purchase.deliveries" xml:space="preserve">
+    <value>Purchase Deliveries</value>
+  </data>
+  <data name="caption.proforma.purchase.invoices" xml:space="preserve">
+    <value>Proforma Purchase Invoices</value>
+  </data>
+  <data name="caption.purchase.invoices" xml:space="preserve">
+    <value>Purchase Invoices</value>
+  </data>
+  <data name="caption.proforma.purchase.orders" xml:space="preserve">
+    <value>Proforma Purchase Orders</value>
+  </data>
+  <data name="label.items" xml:space="preserve">
+    <value>Items</value>
+  </data>
+  <data name="label.raised.by" xml:space="preserve">
+    <value>Raised by</value>
+  </data>
 </root>

SaBusinessMgrCoreWebPortal/Portal/Components/SbmController_Portal-Security.cs

@@ -204,6 +204,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Components
 			if (keepLoggedInParams.IsValid())
 			{
 				// Instance Repository configured on Control database identified by Context.
+				bool demoContext = keepLoggedInParams.RepositoryContext.EqualsCI(Sbm.RepositoryContext_Demo);
 				SbmSessionContext sessionContext = SbmCoreInstanceHelper_Portal.GetSessionContextByRepositoryContext(keepLoggedInParams.RepositoryContext);
 				if (sessionContext != null)
 				{
@@ -237,7 +238,8 @@ namespace Sarand.BusinessMgr.Web.Portal.Components
 								}
 								else SaLogger.Warn(logPrefix + "Security Item and Affiliate are inconsistent. " + logSuffix);
 							}
-							else SaLogger.Warn(logPrefix + "Security Item or Affiliate not found. " + logSuffix);
+							else if (!demoContext)
+								SaLogger.Warn(logPrefix + "Security Item or Affiliate not found. " + logSuffix);
 						}
 					}
 				}

SaBusinessMgrCoreWebPortal/Portal/Components/SbmModel_Portal.cs

@@ -175,6 +175,15 @@ namespace Sarand.BusinessMgr.Web.Portal.Components
 			if (commoditiesItem.Options.Any())
 				Menu.Items.Add(commoditiesItem);
 
+			// Transactions.
+			if (SessionConsole.AllowOption(Sbm.ConfigOption.Transactions))
+			{
+				MenuItemData transactionsItem = new MenuItemData() { Caption = @Localiser["label.transactions"] };
+				transactionsItem.Options.Add(new MenuOptionData() { Caption = @Localiser["label.sales.orders"], Page = "Transactions/SalesOrder" });
+				if (transactionsItem.Options.Any())
+					Menu.Items.Add(transactionsItem);
+			}
+
 			// Reference.
 			MenuItemData referenceItem = new MenuItemData() { Caption = @Localiser["label.reference"] };
 			referenceItem.Options.Add(new MenuOptionData() { Caption = @Localiser["caption.code.types"], Page = "Codes/CodeType" });

SaBusinessMgrCoreWebPortal/Portal/Consoles/SbmDemoInstanceConsole_Portal.cs

@@ -4,11 +4,14 @@ using Sarand.BusinessMgr.Net.Standard.Base.Bus;
 using Sarand.BusinessMgr.Net.Standard.Base.Consoles;
 using Sarand.BusinessMgr.Net.Standard.Base.Core;
 using Sarand.BusinessMgr.Net.Standard.Base.Data;
+using Sarand.BusinessMgr.Net.Standard.Base.Mgr;
 using Sarand.BusinessMgr.Web.Portal.App;
 using Sarand.BusinessMgr.Web.Portal.Components;
 using Sarand.Net.Standard.Base.App;
 using Sarand.Net.Standard.Base.Bus;
+using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Dbas;
+using Sarand.Net.Standard.Base.Helpers;
 using Sarand.Net.Standard.Base.ReferenceData;
 using Sarand.Net.Standard.Base.Security;
 using Sarand.Net.Standard.Base.Utils;
@@ -16,6 +19,7 @@ using System;
 using System.Collections.Generic;
 using System.Linq;
 using System.Runtime.Serialization;
+using System.Transactions;
 
 namespace Sarand.BusinessMgr.Web.Portal.Consoles
 {
@@ -87,37 +91,29 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 			data.InitData.User.Password = "ap@www.boardgameoutlet.co.uk";
 
 			// Contacts - Organisations.
-			SbmRepositoryPopulationData.OrganisationData organisation01 = new SbmRepositoryPopulationData.CommercialOrganisationData() { Name = "Online Board Games" };
+			data.Organisations.Add(new SbmRepositoryPopulationData.CommercialOrganisationData() { Name = "Online Board Games", CustomerCode = "CUST123" });
-			organisation01.SetCustomer("CUST123");
+			data.Organisations.Add(new SbmRepositoryPopulationData.CommercialOrganisationData() { Name = "Traditional Pastimes Ltd", CustomerCode = "CUST017" });
-			SbmRepositoryPopulationData.OrganisationData organisation02 = new SbmRepositoryPopulationData.CommercialOrganisationData() { Name = "Traditional Pastimes Ltd" };
+			data.Organisations.Add(new SbmRepositoryPopulationData.CommercialOrganisationData() { Name = "Surplus Stock Ltd", SupplierCode = "SUPP012" });
-			organisation02.SetCustomer("CUST017");
+			data.Organisations.Add(new SbmRepositoryPopulationData.CharityOrganisationData() { Name = "Ethical Game Redistribution", CustomerCode = "CUST124", SupplierCode = "SUPP018" });
-			SbmRepositoryPopulationData.OrganisationData organisation03 = new SbmRepositoryPopulationData.CommercialOrganisationData() { Name = "Surplus Stock Ltd" };
+			data.Organisations.Add(new SbmRepositoryPopulationData.CharityOrganisationData() { Name = "The Games Emporium", CustomerCode = "CUST004" });
-			organisation02.SetSupplier("SUPP012");
+			data.Organisations.Add(new SbmRepositoryPopulationData.CharityOrganisationData() { Name = "Spare Time Cafe", CustomerCode = "CUST016" });
-			SbmRepositoryPopulationData.OrganisationData organisation04 = new SbmRepositoryPopulationData.CharityOrganisationData() { Name = "Ethical Game Redistribution" };
+			data.Organisations.Add(new SbmRepositoryPopulationData.CharityOrganisationData() { Name = "Take a Break Coffee Shop", CustomerCode = "CUST102" });
-			organisation04.SetCustomer("CUST1234");
-			organisation04.SetSupplier("SUPP018");
-			data.Organisations.AddRange(new List<SbmRepositoryPopulationData.OrganisationData>() { organisation01, organisation02, organisation03, organisation04 });
 
 			// Contact - Individuals.
-			SbmRepositoryPopulationData.IndividualData individual01 = new SbmRepositoryPopulationData.IndividualData() { FirstName = "Billy", LastName = "Sparks", Email = "bs@www.boardgameoutlet.co.uk" };
+			data.Individuals.Add(new SbmRepositoryPopulationData.IndividualData() { FirstName = "Billy", LastName = "Sparks", Email = "bs@www.boardgameoutlet.co.uk", MemberCode = "OBG110", MemberRole = "Dice Cleaner" });
-			individual01.SetMember("OBG110", "Dice Cleaner");
+			data.Individuals.Add(new SbmRepositoryPopulationData.IndividualData() { FirstName = "Sally", LastName = "Sparks", Email = "ss@www.boardgameoutlet.co.uk", MemberCode = "OBG120", MemberRole = "Banker" });
-			SbmRepositoryPopulationData.IndividualData individual02 = new SbmRepositoryPopulationData.IndividualData() { FirstName = "Sally", LastName = "Sparks", Email = "ss@www.boardgameoutlet.co.uk" };
-			individual02.SetMember("OBG120", "Banker");
-			data.Individuals.AddRange(new List<SbmRepositoryPopulationData.IndividualData>() { individual01, individual02 });
 
 			// Commodities.
-			SbmRepositoryPopulationData.CommodityData commodity01 = new SbmRepositoryPopulationData.StockCommodityData() { Code = "MONOPOLY-STD", Caption = "Monopoly", SalePrice = 24.75m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "MONOPOLY-STD", Caption = "Monopoly", SalePrice = 24.75m });
-			SbmRepositoryPopulationData.CommodityData commodity02 = new SbmRepositoryPopulationData.StockCommodityData() { Code = "MONOPOLY-DEL", Caption = "Monopoly Deluxe", SalePrice = 32.45m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "MONOPOLY-DEL", Caption = "Monopoly Deluxe", SalePrice = 32.45m });
-			SbmRepositoryPopulationData.CommodityData commodity03 = new SbmRepositoryPopulationData.StockCommodityData() { Code = "CLUEDO-STD", Caption = "Cluedo", SalePrice = 18.25m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "CLUEDO-STD", Caption = "Cluedo", SalePrice = 18.25m });
-			SbmRepositoryPopulationData.CommodityData commodity04 = new SbmRepositoryPopulationData.StockCommodityData() { Code = "RISK-STD", Caption = "Risk", SalePrice = 21.50m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "RISK-STD", Caption = "Risk", SalePrice = 21.50m });
-			SbmRepositoryPopulationData.CommodityData commodity90 = new SbmRepositoryPopulationData.ServiceCommodityData() { Code = "TUITION-EXP", Caption = "Expert Tuition", SalePrice = 45.00m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "JIGS-1000", Caption = "1000 piece jigsaw", SalePrice = 12.25m });
-			SbmRepositoryPopulationData.CommodityData commodity91 = new SbmRepositoryPopulationData.ServiceCommodityData() { Code = "TUITION-STD", Caption = "Standard Tuition", SalePrice = 38.75m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "JIGS-2500", Caption = "2500 piece jigsaw", SalePrice = 16.75m });
-			SbmRepositoryPopulationData.CommodityData commodity92 = new SbmRepositoryPopulationData.ServiceCommodityData() { Code = "TUITION-BAS", Caption = "Basic Tuition", SalePrice = 32.50m };
+			data.Commodities.Add(new SbmRepositoryPopulationData.StockCommodityData() { Code = "JIGS-5000", Caption = "5000 piece jigsaw", SalePrice = 18.50m });
-			data.Commodities.AddRange(new List<SbmRepositoryPopulationData.CommodityData>()
+			data.Commodities.Add(new SbmRepositoryPopulationData.ServiceCommodityData() { Code = "TUITION-EXP", Caption = "Expert Tuition", SalePrice = 45.00m });
-			{
+			data.Commodities.Add(new SbmRepositoryPopulationData.ServiceCommodityData() { Code = "TUITION-STD", Caption = "Standard Tuition", SalePrice = 38.75m });
-				commodity01, commodity02, commodity03, commodity04,
+			data.Commodities.Add(new SbmRepositoryPopulationData.ServiceCommodityData() { Code = "TUITION-BAS", Caption = "Basic Tuition", SalePrice = 32.50m });
-				commodity90, commodity91, commodity92
-			});
 
 			return data;
 		}
@@ -164,8 +160,10 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 			if (!ConfigureSecurityComponents()) return false;
 
 			// Populate demo data.
-			if (!PopulateCommodities(data)) return false;
+			// NB Log any errors but continue with population to ensure at least some data results.
-			if (!PopulateContacts(data)) return false;
+			PopulateCommodities(data);
+			PopulateContacts(data);
+			PopulateTransactions(data);
 
 			return OK;
 		}
@@ -239,11 +237,16 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 				commodity.DescBrief = commodityData.Caption;
 				commodity.SalesPrice = commodityData.SalePrice;
 				commodity.UomIdSale = uomTypes.GetValueOrDefault(commodityData.SaleUnitType)?.Id;
-				if (!Internals.CommodityMgr.InsertCommodity(commodity, DbUpdateInfo))
+				commodity.Notes = commodityData.Notes;
+				if (Internals.CommodityMgr.InsertCommodity(commodity, DbUpdateInfo))
+				{
+					commodityData.Id = commodity.Id;
+				}
+				else
 				{
 					string msg = "Repository population failed (Commodity).";
 					SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.CommodityMgr.ErrorStateMessage.TrimEnd('.')}.");
-					return SetErrorState($"{msg}");
+					//return SetErrorState($"{msg}");
 				}
 			}
 			return OK;
@@ -274,8 +277,10 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 				affiliate.CompanyNo = organisation.CompanyNo;
 				affiliate.VatReg = organisation.VatReg;
 				affiliate.Website = organisation.Website;
+				affiliate.Notes = organisation.Notes;
 				if (Internals.AccountMgr.InsertAffiliate(affiliate, DbUpdateInfo))
 				{
+					organisation.Id = affiliate.Id;
 					if (!PopulateAffiliate(data.AffiliateIdOrganisation, affiliate, organisation))
 						return false;
 				}
@@ -283,7 +288,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 				{
 					string msg = "Repository population failed (Individual).";
 					SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.AccountMgr.ErrorStateMessage.TrimEnd('.')}.");
-					return SetErrorState($"{msg}");
+					//return SetErrorState($"{msg}");
 				}
 			}
 
@@ -296,8 +301,10 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 				affiliate.Email = individual.Email;
 				affiliate.PhoneMain = individual.PhoneMain;
 				affiliate.PhoneMobile = individual.PhoneMobile;
+				affiliate.Notes = individual.Notes;
 				if (Internals.AccountMgr.InsertAffiliate(affiliate, DbUpdateInfo))
 				{
+					individual.Id = affiliate.Id;
 					if (!PopulateAffiliate(data.AffiliateIdOrganisation, affiliate, individual))
 						return false;
 				}
@@ -305,10 +312,9 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 				{
 					string msg = "Repository population failed (Individual).";
 					SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.AccountMgr.ErrorStateMessage.TrimEnd('.')}.");
-					return SetErrorState($"{msg}");
+					//return SetErrorState($"{msg}");
 				}
 			}
-
 			return OK;
 		}
 
@@ -327,33 +333,38 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 				address.Province = address.Province;
 				address.Postcode = address.Postcode;
 				address.Country = address.Country;
-				if (!Internals.AccountMgr.InsertAddress(address, DbUpdateInfo))
+				address.Notes = address.Notes;
+				if (Internals.AccountMgr.InsertAddress(address, DbUpdateInfo))
+				{
+					addressData.Id = address.Id;
+				}
+				else
 				{
 					string msg = "Repository population failed (Address).";
 					SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.AccountMgr.ErrorStateMessage.TrimEnd('.')}.");
-					return SetErrorState($"{msg}");
+					//return SetErrorState($"{msg}");
 				}
 			}
+
 			// Associations.
 			if (!PopulateAssociation(affilliateIdOwner, affiliate, affiliateData.Customer))
 			{
 				string msg = "Repository population failed (Customer).";
 				SaLogger.Warn($"{SysUtil.Fn} {msg}");
-				return SetErrorState($"{msg}");
+				//return SetErrorState($"{msg}");
 			}
 			if (!PopulateAssociation(affilliateIdOwner, affiliate, affiliateData.Supplier))
 			{
 				string msg = "Repository population failed (Supplier).";
 				SaLogger.Warn($"{SysUtil.Fn} {msg}");
-				return SetErrorState($"{msg}");
+				//return SetErrorState($"{msg}");
 			}
 			if (!PopulateAssociation(affilliateIdOwner, affiliate, affiliateData.Member))
 			{
 				string msg = "Repository population failed (Member).";
 				SaLogger.Warn($"{SysUtil.Fn} {msg}");
-				return SetErrorState($"{msg}");
+				//return SetErrorState($"{msg}");
 			}
-
 			return OK;
 		}
 
@@ -362,23 +373,173 @@ namespace Sarand.BusinessMgr.Web.Portal.Consoles
 		{
 			if (HasErrorState()) return false;
 			if (associationData == null) return true;
-
 			SbmAssociation association = Internals.AccountMgr.CreateAssociation(affilliateIdOwner, associationData.Type, affiliate.Id);
 			association.Code = associationData.Code;
 			association.Location = associationData.Location;
 			association.Role = associationData.Role;
 			association.PhoneMain = associationData.PhoneMain;
+			association.Notes = associationData.Notes;
 			if (Internals.AccountMgr.InsertAssociation(association, DbUpdateInfo))
 			{
-				// ToDo Populate Transactions.
+				associationData.Id = association.Id;
 			}
 			else
 			{
 				string msg = $"Repository population failed ({associationData.Type}).";
 				SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.AccountMgr.ErrorStateMessage.TrimEnd('.')}.");
-				return SetErrorState($"{msg}");
+				//return SetErrorState($"{msg}");
+			}
+			return OK;
+		}
+
+		//-------------------------------------------------------------------
+
+		private class TransactionData
+		{
+			public TransactionData(SbmTransaction transaction)
+			{
+				this.Transaction = transaction;
+			}
+			public SbmTransaction Transaction { get; }
+			public List<SbmRequirement> Requirements { get; } = new List<SbmRequirement>();
+		}
+		// Populate demo transactions.
+		private bool PopulateTransactions(SbmRepositoryPopulationData data)
+		{
+			if (HasErrorState()) return false;
+			SysId affilliateIdOwner = data.AffiliateIdOrganisation;
+			Dictionary<String, SaTaxCode> taxCodes = Internals.GetTaxCodesEffectiveOn(DateTime.Today).ToDictionary(item => item.Code, item => item);
+			SaTaxCode taxCodeDefault = taxCodes.Values.FirstOrDefault(item => item.Code.EqualsCI(Internals.GetDefaultTaxCode()));
+
+			//---------------------------------------------------------------
+			// Sales Orders.
+
+			// Customers.
+			List<SbmRepositoryPopulationData.CustomerData> customers =
+				data.Organisations.Concat<SbmRepositoryPopulationData.AffiliateData>(data.Individuals)
+				.Where(item => item.Customer != null && SysId.IsValid(item.Customer.Id))
+				.Select(item => item.Customer)
+				.ToList();
+
+			// Compile transactions and requirements.
+			List<TransactionData> transactions = new List<TransactionData>();
+
+			// Sales Orders for Customers.
+			foreach (var customerData in customers)
+			{
+				int transactionCount = 0;
+				DateTime raisedOn = DateTime.Today;
+				for (int i = 0; i < SacsRandomHelper.GetInt32(6, 24); i++)
+				{
+					// Prepare transaction data.
+					transactionCount++;
+					raisedOn = DateUtil.IncrementDate(raisedOn, -SacsRandomHelper.GetInt32(2, transactionCount == 1 ? 5 : 18));
+
+					// Create transaction.
+					SbmTransaction salesOrder = Internals.TransactionMgr.CreateTransaction(customerData.Id, Sbm.TransactionType.SalesOrder);
+					salesOrder.DescBrief = "";
+					salesOrder.Status = SaStatus.InProgress;
+					salesOrder.Raised = raisedOn;
+					salesOrder.InProgress = DateUtil.IncrementDate(salesOrder.Raised, SacsRandomHelper.GetInt32(0, 2));
+					if (transactionCount > SacsRandomHelper.GetInt32(1, 3))
+					{
+						salesOrder.Status = SaStatus.Completed;
+						salesOrder.Closed = DateUtil.IncrementDate(salesOrder.InProgress, SacsRandomHelper.GetInt32(2, 5));
+					}
+					salesOrder.RaisedBy = "";
+					salesOrder.ContactName = "";
+					salesOrder.Notes = "";
+					TransactionData transactionData = new TransactionData(salesOrder);
+					transactions.Add(transactionData);
+				}
 			}
 
+			// Store transactions in 'Raised' order before adding requirements.
+			foreach (var transactionData in transactions.OrderBy(item => item.Transaction.Raised))
+			{
+				// Transaction must exist before requirements are created.
+				if (Internals.TransactionMgr.InsertTransaction(transactionData.Transaction, DbUpdateInfo))
+				{
+				}
+				else
+				{
+					string msg = "Repository population failed (Transaction).";
+					SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.TransactionMgr.ErrorStateMessage.TrimEnd('.')}.");
+					//return SetErrorState($"{msg}");
+				}
+			}
+
+			// Add requirements.
+			foreach (var transactionData in transactions)
+			{
+				if (!SysId.IsValid(transactionData.Transaction.Id)) continue;
+
+				// Add requirements.
+				int serviceCommodityCount = 0;
+				foreach (var commodityData in data.Commodities)
+				{
+					// Only include 1 in 3 items.
+					if (SacsRandomHelper.GetInt32(0, 3) < 1) continue;
+					if (commodityData.Type == Sbm.CommodityType.Service)
+					{
+						serviceCommodityCount++;
+						if (serviceCommodityCount > 1) continue;
+					}
+
+					SbmRequirement requirement = Internals.TransactionMgr.CreateRequirement(transactionData.Transaction.AssociationId, transactionData.Transaction.Id, Sbm.RequirementType.Detail);
+					requirement.CommodityId = commodityData.Id;
+					requirement.DescBrief = commodityData.Caption;
+					requirement.Quantity = (decimal)(commodityData.Type == Sbm.CommodityType.Service ? 0.25 * SacsRandomHelper.GetInt32(2, 12) : SacsRandomHelper.GetInt32(1, 6));
+					requirement.AmountUnit = commodityData.SalePrice;
+					requirement.AmountNet = requirement.AmountUnit * requirement.Quantity;
+					requirement.TaxCodeId = taxCodeDefault?.Id;
+					Internals.TransactionMgr.SetTaxCode(requirement, transactionData.Transaction.InProgress);
+					Internals.TransactionMgr.CalculateTotal(requirement);
+					transactionData.Requirements.Add(requirement);
+				}
+				// Assign requirement sequence in random order.
+				short sequence = 0;
+				foreach (SbmRequirement requirement in transactionData.Requirements.OrderBy(x => Guid.NewGuid()))
+					requirement.Seq = ++sequence;
+			}
+
+			//---------------------------------------------------------------
+			StoreTransactions(transactions);
+
+			return OK;
+		}
+
+		private bool StoreTransactions(List<TransactionData> transactions)
+		{
+			// Store transactions and requirements.
+			// Sort so from oldest to newest to mimc real-world.
+			foreach (TransactionData transactionData in transactions.OrderBy(item => item.Transaction.Raised))
+			{
+				if (SysId.IsValid(transactionData.Transaction.Id) || Internals.TransactionMgr.InsertTransaction(transactionData.Transaction, DbUpdateInfo))
+				{
+					List<SbmRequirement> requirements = transactionData.Requirements;
+					foreach (var requirement in requirements.OrderBy(item => item.Seq))
+					{
+						if (!Internals.TransactionMgr.InsertRequirement(requirement, DbUpdateInfo))
+						{
+							string msg = "Repository population failed (Requirement).";
+							SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.TransactionMgr.ErrorStateMessage.TrimEnd('.')}.");
+							//return SetErrorState($"{msg}");
+						}
+					}
+					// Update transaction totals.
+					Internals.TransactionMgr.RefreshTransactionTotals(transactionData.Transaction, requirements.Where(item => SysId.IsValid(item.Id)));
+					if (!Internals.TransactionMgr.UpdateTransaction(transactionData.Transaction, DbUpdateInfo))
+						SaLogger.Warn($"{SysUtil.Fn} Faield to update transaction. {Internals.TransactionMgr.ErrorStateMessage.TrimEnd('.')}.");
+				}
+				else
+				{
+					string msg = "Repository population failed (Transaction).";
+					SaLogger.Warn($"{SysUtil.Fn} {msg} {Internals.TransactionMgr.ErrorStateMessage.TrimEnd('.')}.");
+					//return SetErrorState($"{msg}");
+				}
+
+			}
 			return OK;
 		}
 

SaBusinessMgrCoreWebPortal/Portal/Controllers/Commodities/CommodityController-Ajax.cs

@@ -111,12 +111,13 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 		{
 			// Construction.
 			public AjaxResponse_CommodityConfig(SbmModel_Portal model) : base(model) { }
-			// Configuration.
+			// Configuration data - object copied directly to env.datain script.
-			public Model_Commodity.ListConfigData Config { get; } = new Model_Commodity.ListConfigData();
+			public class ConfigData
-			public Model_Commodity.ItemConfigData ConfigItemNew { get; } = new Model_Commodity.ItemConfigData();
-			// Reference data - object copied directly to env.datain script.
-			public class ReferenceData
 			{
+				// Configurations.
+				public Model_Commodity.ListConfigData CfgList { get; } = new Model_Commodity.ListConfigData();
+				public Model_Commodity.ItemConfigData CfgItemNew { get; } = new Model_Commodity.ItemConfigData();
+				// Reference data.
 				public List<ItemCodeDesc> CommodityTypes { get; } = new List<ItemCodeDesc>();
 				public String CommodityTypeDefault { get; set; }
 				public List<TaxCode> TaxCodes { get; } = new List<TaxCode>();
@@ -128,7 +129,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 				public List<ItemCodeDesc> Statuses { get; } = new List<ItemCodeDesc>();
 				public String DefaultStatusCode { get; set; }
 			}
-			public ReferenceData Data { get; set; } = new ReferenceData();
+			public ConfigData Data { get; set; } = new ConfigData();
 		}
 		// Ajax request.
 		[HttpPost]
@@ -137,7 +138,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 		public IActionResult Ajax_CommodityConfig(Model_Commodity model)
 		{
 			AjaxResponse_CommodityConfig responseData = new AjaxResponse_CommodityConfig(model);
-			String messageTitle = Localiser["caption.commodities"];
+			String messageTitle = Localiser["label.commodities"];
 
 			// Validate session and referrer.
 			if (!ValidUserSession) return GetAjaxResult_InvalidSession(responseData);
@@ -154,8 +155,8 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 		private void PopulateCommodityConfig(Model_Commodity model, AjaxResponse_CommodityConfig responseData)
 		{
 			// Configuration.
-			model.PopulateListConfig(responseData.Config);
+			model.PopulateListConfig(responseData.Data.CfgList);
-			model.PopulateItemConfig(responseData.ConfigItemNew, null, Sbm.CommodityType.Unknown);
+			model.PopulateItemConfig(responseData.Data.CfgItemNew, null, Sbm.CommodityType.Unknown);
 
 			// Commodity types.
 			List<TypeCodeDesc> commodityTypes = GetSystemCodes(Sbm.SystemCode.CommodityType);
@@ -183,7 +184,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 					Id = $"{SysId.ToLong(uom.Id)}",
 					Category = uomCategories.GetCodeForType(uom.Category),
 					Type = uomTypes.GetCodeForType(uom.UnitType),
-					Caption = uom.Multiple,
+					Caption = uom.GetCaption()
 				});
 			}
 			responseData.Data.uomTypeDefault = uomTypes.GetCodeForType(Internals.GetDefaultUomType());
@@ -220,7 +221,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 		public IActionResult Ajax_CommodityList(Model_Commodity model)
 		{
 			AjaxResponse_CommodityList responseData = new AjaxResponse_CommodityList(model);
-			String messageTitle = Localiser["caption.commodities"];
+			String messageTitle = Localiser["label.commodities"];
 
 			// Validate session and referrer.
 			if (!ValidUserSession) return GetAjaxResult_InvalidSession(responseData);
@@ -338,7 +339,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 		[Route("Commodity/Ajax/GetItem")]
 		public IActionResult Ajax_GetItem(Model_Commodity model)
 		{
-			String messageTitle = Localiser["caption.commodity"];
+			String messageTitle = Localiser["label.commodity"];
 			AjaxResponse_Commodity responseData = new AjaxResponse_Commodity(model);
 
 			// Validate session and referrer.
@@ -380,7 +381,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Commodities
 		[Route("Commodity/Ajax/StoreItem")]
 		public IActionResult Ajax_StoreItem(Model_Commodity model)
 		{
-			String messageTitle = Localiser["caption.commodity"];
+			String messageTitle = Localiser["label.commodity"];
 			AjaxResponse_Commodity responseData = new AjaxResponse_Commodity(model);
 
 			// Validate session and referrer.

SaBusinessMgrCoreWebPortal/Portal/Controllers/Contacts/AssociationController-Ajax.cs

@@ -94,16 +94,19 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Contacts
 		{
 			// Construction.
 			public AjaxResponse_AssociationConfig(SbmModel_Portal model) : base(model) { }
-			// Page caption.
+			// Configuration data - object copied directly to env.datain script.
-			public String Caption { get; set; }
+			public class ConfigData
-			// Configuration.
+			{
-			public Model_Association.ListConfigData Config { get; } = new Model_Association.ListConfigData();
+				// Configuration.
-			public Model_Association.ItemConfigData ConfigCust { get; } = new Model_Association.ItemConfigData();
+				public Model_Association.ListConfigData CfgList { get; } = new Model_Association.ListConfigData();
-			public Model_Association.ItemConfigData ConfigSupp { get; } = new Model_Association.ItemConfigData();
+				public Model_Association.ItemConfigData CfgCust { get; } = new Model_Association.ItemConfigData();
-			// Reference data.
+				public Model_Association.ItemConfigData CfgSupp { get; } = new Model_Association.ItemConfigData();
-			public List<ItemCodeDesc> AssociationTypes { get; } = new List<ItemCodeDesc>();
+				// Reference data.
-			public List<ItemCodeDesc> Statuses { get; } = new List<ItemCodeDesc>();
+				public List<ItemCodeDesc> AssociationTypes { get; } = new List<ItemCodeDesc>();
-			public String DefaultStatusCode { get; set; }
+				public List<ItemCodeDesc> Statuses { get; } = new List<ItemCodeDesc>();
+				public String DefaultStatusCode { get; set; }
+			}
+			public ConfigData Data { get; set; } = new ConfigData();
 		}
 		// Ajax request.
 		[HttpPost]
@@ -128,18 +131,10 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Contacts
 		}
 		private void PopulateAssociationConfig(Model_Association model, AjaxResponse_AssociationConfig responseData)
 		{
-			// Page caption.
-			Sbm.AssociationType associationType = model.GetFilterAssociationType();
-			if (associationType == Sbm.AssociationType.Customer)
-				responseData.Caption = Localiser["label.customers"];
-			else if (associationType == Sbm.AssociationType.Supplier)
-				responseData.Caption = Localiser["label.suppliers"];
-			responseData.Caption = StringUtil.OnBlank(responseData.Caption, Localiser["label.associations"]);
-
 			// Configuration.
-			model.PopulateListConfig(responseData.Config);
+			model.PopulateListConfig(responseData.Data.CfgList);
-			model.PopulateItemConfig(responseData.ConfigCust, null, SessionData_Portal.Organisation.AffiliateId, Sbm.AssociationType.Customer);
+			model.PopulateItemConfig(responseData.Data.CfgCust, null, SessionData_Portal.Organisation.AffiliateId, Sbm.AssociationType.Customer);
-			model.PopulateItemConfig(responseData.ConfigSupp, null, SessionData_Portal.Organisation.AffiliateId, Sbm.AssociationType.Supplier);
+			model.PopulateItemConfig(responseData.Data.CfgSupp, null, SessionData_Portal.Organisation.AffiliateId, Sbm.AssociationType.Supplier);
 
 			// Reference data - types.
 			List<TypeCodeDesc> associationTypes = Internals.AssociationTypeCodes;
@@ -147,13 +142,13 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Contacts
 			{
 				if (type <= 0 || type == Sbm.AssociationType.Internal) continue;
 				if (!SessionConsole.AllowAssociationType(type)) continue;
-				responseData.AssociationTypes.Add(new AjaxResponse_Data.ItemCodeDesc(associationTypes.GetCodeForType(type), Localiser.GetAssociationTypeCaption(type)));
+				responseData.Data.AssociationTypes.Add(new AjaxResponse_Data.ItemCodeDesc(associationTypes.GetCodeForType(type), Localiser.GetAssociationTypeCaption(type)));
 			}
 
 			// Reference data - statuses.
 			foreach (SaStatus status in SbmAssociation.ValidStatuses.FindAll(item => item != SaStatus.Deleted))
-				responseData.Statuses.Add(new AjaxResponse_Data.ItemCodeDesc(SacsSystem.GetStatusCode(status), Localiser.GetStatusCaption(status)));
+				responseData.Data.Statuses.Add(new AjaxResponse_Data.ItemCodeDesc(SacsSystem.GetStatusCode(status), Localiser.GetStatusCaption(status)));
-			responseData.DefaultStatusCode = SacsSystem.GetStatusCode(SbmAssociation.DefaultStatus);
+			responseData.Data.DefaultStatusCode = SacsSystem.GetStatusCode(SbmAssociation.DefaultStatus);
 		}
 
 		//-------------------------------------------------------------------

SaBusinessMgrCoreWebPortal/Portal/Controllers/Home/DemoController-Ajax.cs

@@ -20,7 +20,6 @@ using System.Collections.Generic;
 using System.Collections.Specialized;
 using System.Linq;
 using System.Web;
-using static Sarand.BusinessMgr.Net.Standard.Base.Data.SbmRepositoryPopulationData;
 
 namespace Sarand.BusinessMgr.Web.Portal.Controllers.Home
 {
@@ -190,7 +189,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Home
 
 
 				// Check that User Account doesn't already exist.
-				SbmRepositoryPopulationData.UserAccount userAccount = new UserAccount()
+				SbmRepositoryPopulationData.UserAccount userAccount = new SbmRepositoryPopulationData.UserAccount()
 				{
 					AffiliateIdOwner = demoData.AffiliateIdOrganisation,
 					FirstName = model.FirstName,

SaBusinessMgrCoreWebPortal/Portal/Controllers/Transactions/TransactionController-Ajax.cs

@@ -1,4 +1,5 @@
-using Microsoft.AspNetCore.Mvc;
+using DocumentFormat.OpenXml.EMMA;
+using Microsoft.AspNetCore.Mvc;
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
 using Sarand.BusinessMgr.Web.Portal.Components;
@@ -40,24 +41,40 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 			public String TypeCode { get; set; }
 			public String TypeDesc { get; set; }
 		}
-		private void PopulateTransactionResponseListData(SbmTransaction transaction, TransactionListData data)
+		private void PopulateTransactionResponseListData(SbmModel_Portal model, SbmTransaction transaction, TransactionListData data)
 		{
 			data.Id = SysId.ToString(transaction.Id);
+			// Derived values for list refresh.
+			long itemCount = TransactionMgr.GetTransactionRequirementCount(transaction.Id);
+			if (itemCount > 0)
+				data.Field.Value.Add($"{Model_Transaction.ItemField.ItemCount}", $"{itemCount}");
+			// Status dates for list refresh.
+			data.Field.Value.Add($"{Model_Transaction.ItemField.RaisedFmt}", model.FormatDateForDisplay(transaction.Raised));
+			data.Field.Value.Add($"{Model_Transaction.ItemField.InProgressFmt}", model.FormatDateForDisplay(transaction.InProgress));
+			data.Field.Value.Add($"{Model_Transaction.ItemField.ClosedFmt}", model.FormatDateForDisplay(transaction.Closed));
 		}
-		private void PopulateTransactionResponseItemData(SbmTransaction transaction, TransactionItemData data, HashSet<TransactionDataGroup> dataGroups = null)
+		private void PopulateTransactionResponseItemData(SbmModel_Portal model, SbmTransaction transaction, TransactionItemData data, HashSet<TransactionDataGroup> dataGroups = null)
 		{
-			PopulateTransactionResponseListData(transaction, data as TransactionListData);
+			PopulateTransactionResponseListData(model, transaction, data as TransactionListData);
 			// Prominent properties for selecting and editing.
 			data.Reference = transaction.Ref;
 			data.Narrative = transaction.DescBrief;
 			// Affiliate type - populate for list ('Type' property populated with desc) and form (Type Code & Desc).
 			data.TypeCode = Internals.TransactionTypeCodes.GetCodeForType(transaction.TransactionType);
 			data.TypeDesc = Internals.TransactionTypeCodes.GetDescForType(transaction.TransactionType);
-			data.Field.Value.Add($"{Model_Transaction.ItemField.Type}", Internals.TransactionTypeCodes.GetDescForType(transaction.TransactionType));
 			// Transaction properties.
+			data.Field.Value.Add($"{Model_Transaction.ItemField.Type}", Internals.TransactionTypeCodes.GetDescForType(transaction.TransactionType));
+			data.Field.Value.Add($"{Model_Transaction.ItemField.AssociationId}", $"{SysId.ToInt(transaction.AssociationId)}");
+			data.Field.Value.Add($"{Model_Transaction.ItemField.AssociationName}", AccountMgr.GetAssociationTargetName(transaction.AssociationId));
 			data.Field.Value.Add($"{Model_Transaction.ItemField.Reference}", transaction.Ref);
 			data.Field.Value.Add($"{Model_Transaction.ItemField.ReferenceExt}", transaction.RefExt);
 			data.Field.Value.Add($"{Model_Transaction.ItemField.DescBrief}", transaction.DescBrief);
+			data.Field.Value.Add($"{Model_Transaction.ItemField.ContactName}", transaction.ContactName);
+			data.Field.Value.Add($"{Model_Transaction.ItemField.RaisedBy}", transaction.RaisedBy);
+			// Status dates.
+			data.Field.Value.Add($"{Model_Transaction.ItemField.Raised}", model.FormatDateForForm(transaction.Raised));
+			data.Field.Value.Add($"{Model_Transaction.ItemField.InProgress}", model.FormatDateForForm(transaction.InProgress));
+			data.Field.Value.Add($"{Model_Transaction.ItemField.Closed}", model.FormatDateForForm(transaction.Closed));
 			if (dataGroups != null && dataGroups.Contains(TransactionDataGroup.Core))
 			{
 				// Core.
@@ -88,13 +105,18 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 		{
 			// Construction.
 			public AjaxResponse_TransactionConfig(SbmModel_Portal model) : base(model) { }
-			// Configuration.
+			// Configuration data - object copied directly to env.datain script.
-			public Model_Transaction.ListConfigData Config { get; } = new Model_Transaction.ListConfigData();
+			public class ConfigData
-			public Model_Transaction.ItemConfigData ConfigItemNew { get; } = new Model_Transaction.ItemConfigData();
+			{
-			// Reference data.
+				// Configurations.
-			public List<ItemCodeDesc> TransactionTypes { get; } = new List<ItemCodeDesc>();
+				public Model_Transaction.ListConfigData CfgList { get; } = new Model_Transaction.ListConfigData();
-			public List<ItemCodeDesc> Statuses { get; } = new List<ItemCodeDesc>();
+				public Model_Transaction.ItemConfigData CfgItemNew { get; } = new Model_Transaction.ItemConfigData();
-			public String DefaultStatusCode { get; set; }
+				// Reference data.
+				public List<ItemCodeDesc> TransactionTypes { get; } = new List<ItemCodeDesc>();
+				public List<ItemCodeDesc> Statuses { get; } = new List<ItemCodeDesc>();
+				public String DefaultStatusCode { get; set; }
+			}
+			public ConfigData Data { get; set; } = new ConfigData();
 		}
 		// Ajax request.
 		[HttpPost]
@@ -103,7 +125,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 		public IActionResult Ajax_TransactionConfig(Model_Transaction model)
 		{
 			AjaxResponse_TransactionConfig responseData = new AjaxResponse_TransactionConfig(model);
-			String messageTitle = Localiser["caption.transactions"];
+			String messageTitle = Localiser["label.transactions"];
 
 			// Validate session and referrer.
 			if (!ValidUserSession) return GetAjaxResult_InvalidSession(responseData);
@@ -120,17 +142,17 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 		private void PopulateTransactionConfig(Model_Transaction model, AjaxResponse_TransactionConfig responseData)
 		{
 			// Configuration.
-			model.PopulateListConfig(responseData.Config);
+			model.PopulateListConfig(responseData.Data.CfgList);
-			model.PopulateItemConfig(responseData.ConfigItemNew, null, Sbm.TransactionType.Unknown);
+			model.PopulateItemConfig(responseData.Data.CfgItemNew, null, Sbm.TransactionType.Unknown);
 
 			// Reference data - transaction types.
 			foreach (TypeCodeDesc transactionType in GetSystemCodes(Sbm.SystemCode.TransactionType))
-				responseData.TransactionTypes.Add(new AjaxResponse_Data.ItemCodeDesc(transactionType.Code, transactionType.Desc));
+				responseData.Data.TransactionTypes.Add(new AjaxResponse_Data.ItemCodeDesc(transactionType.Code, transactionType.Desc));
 
 			// Reference data - statuses.
 			foreach (SaStatus status in SbmTransaction.ValidStatuses().FindAll(item => item != SaStatus.Deleted))
-				responseData.Statuses.Add(new AjaxResponse_Data.ItemCodeDesc(SacsSystem.GetStatusCode(status), Localiser.GetStatusCaption(status)));
+				responseData.Data.Statuses.Add(new AjaxResponse_Data.ItemCodeDesc(SacsSystem.GetStatusCode(status), Localiser.GetStatusCaption(status)));
-			responseData.DefaultStatusCode = SacsSystem.GetStatusCode(SbmTransaction.DefaultStatus);
+			responseData.Data.DefaultStatusCode = SacsSystem.GetStatusCode(SbmTransaction.DefaultStatus);
 		}
 
 		//-------------------------------------------------------------------
@@ -161,7 +183,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 		public IActionResult Ajax_TransactionList(Model_Transaction model)
 		{
 			AjaxResponse_TransactionList responseData = new AjaxResponse_TransactionList(model);
-			String messageTitle = Localiser["caption.transactions"];
+			String messageTitle = Localiser["label.transactions"];
 
 			// Validate session and referrer.
 			if (!ValidUserSession) return GetAjaxResult_InvalidSession(responseData);
@@ -173,16 +195,16 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 
 			// View mode.
 			responseData.Mode = new AjaxResponse_TransactionList.ModeData();
-			Model_Transaction.TransactionViewMode viewMode = model.GetFilterMode();
+			Model_Transaction.ViewMode viewMode = model.GetFilterMode();
-			if (viewMode == Model_Transaction.TransactionViewMode.Maintain)
+			if (viewMode == Model_Transaction.ViewMode.Maintain)
 				responseData.Mode.Maintain = true;
-			else if (viewMode == Model_Transaction.TransactionViewMode.SearchRequirement)
+			else if (viewMode == Model_Transaction.ViewMode.SearchRequirement)
 				responseData.Mode.SearchRequirement = true;
-			else if (viewMode == Model_Transaction.TransactionViewMode.DeliveryPlanning)
+			else if (viewMode == Model_Transaction.ViewMode.DeliveryPlanning)
 				responseData.Mode.DeliveryPlanning = true;
-			else if (viewMode == Model_Transaction.TransactionViewMode.TransactionsForSourceTrans)
+			else if (viewMode == Model_Transaction.ViewMode.TransactionsForSourceTrans)
 				responseData.Mode.TransactionsForSourceTrans = true;
-			else if (viewMode == Model_Transaction.TransactionViewMode.TransactionsForAssociation)
+			else if (viewMode == Model_Transaction.ViewMode.TransactionsForAssociation)
 				responseData.Mode.TransactionsForAssociation = true;
 			else
 				responseData.Mode.Search = true;
@@ -191,7 +213,9 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 			SbmTransaction.Params prmTransaction = new SbmTransaction.Params();
 			prmTransaction.Search = model.Filter.Search;
 			prmTransaction.TransactionType = model.GetFilterTransactionType();
-			prmTransaction.StatusCat = SbmTransaction.StatusCat.NotDeleted;
+			if (model.GetFilterTransactionStatusCat() > 0)
+				prmTransaction.StatusCat = model.GetFilterTransactionStatusCat();
+			else prmTransaction.StatusCat = SbmTransaction.StatusCat.NotDeleted;
 			if (model.GetFilterTransactionType() <= 0)
 				prmTransaction.SortColumns.Add(TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.Type_Desc));
 			prmTransaction.SortColumns.Add(TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.Ref));
@@ -200,10 +224,16 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 
 			// Item columns.
 			ColumnDfn colId = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.Id);
+			ColumnDfn colTargetName = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.AssocTarget_Name);
 			ColumnDfn colType = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.Type_Desc);
 			ColumnDfn colRef = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.Ref);
 			ColumnDfn colRefExt = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.RefExt);
 			ColumnDfn colDescBrief = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.DescBrief);
+			ColumnDfn colItemCount = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.ReqntCount);
+			ColumnDfn colRaisedOn = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.RaisedOn);
+			ColumnDfn colRequiredOn = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.RequiredOn);
+			ColumnDfn colInProgressOn = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.InProgressOn);
+			ColumnDfn colClosedOn = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.ClosedOn);
 			ColumnDfn colAmountNet = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.AmountNet);
 			ColumnDfn colAmountTax = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.AmountTax);
 			ColumnDfn colAmountTot = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.AmountTot);
@@ -213,7 +243,8 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 			ColumnDfn colUpdatedOn = TransactionMgr.GetTransactionColumnDfn(SbmTransaction.Column.UpdateOn_Date);
 			List<ColumnDfn> columns = new List<ColumnDfn>()
 			{
-				colId, colType, colRef, colRefExt, colDescBrief,
+				colId, colTargetName, colType, colRef, colRefExt, colDescBrief, colItemCount,
+				colRaisedOn, colRequiredOn, colInProgressOn, colClosedOn,
 				colNotes, colStatus, colCreatedOn, colUpdatedOn
 			};
 			if (model.UserCanViewFinancials())
@@ -233,10 +264,19 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 						Narrative = values.GetString(colDescBrief.DataName),
 						StatusCode = values.GetString(colStatus.DataName),
 					};
+					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.AssociationName}", values.GetString(colTargetName.DataName));
 					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.Type}", Internals.TransactionTypeCodes.GetDescForType(transactionType));
 					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.Reference}", values.GetString(colRef.DataName));
 					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.ReferenceExt}", values.GetString(colRefExt.DataName));
 					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.DescBrief}", values.GetString(colDescBrief.DataName));
+					long itemCount = values.GetLong(colItemCount.DataName);
+					if (itemCount > 0)
+						transactionData.Field.Value.Add($"{Model_Transaction.ItemField.ItemCount}", $"{itemCount}");
+					// Status dates.
+					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.RaisedFmt}", model.FormatDateForDisplay(values.GetDate(colRaisedOn.DataName)));
+					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.RequiredFmt}", model.FormatDateForDisplay(values.GetDate(colRequiredOn.DataName)));
+					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.InProgressFmt}", model.FormatDateForDisplay(values.GetDate(colInProgressOn.DataName)));
+					transactionData.Field.Value.Add($"{Model_Transaction.ItemField.ClosedFmt}", model.FormatDateForDisplay(values.GetDate(colClosedOn.DataName)));
 					if (model.UserCanViewFinancials())
 					{
 						transactionData.Field.Value.Add($"{Model_Transaction.ItemField.AmountNet}", colAmountNet.FormatValue(values));
@@ -283,7 +323,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 		[Route("Transaction/Ajax/GetItem")]
 		public IActionResult Ajax_GetItem(Model_Transaction model)
 		{
-			String messageTitle = Localiser["caption.transaction"];
+			String messageTitle = Localiser["label.transaction"];
 			AjaxResponse_Transaction responseData = new AjaxResponse_Transaction(model);
 
 			// Validate session and referrer.
@@ -306,7 +346,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 
 			// Construct response.
 			model.PopulateItemConfig(responseData.Config, transaction);
-			PopulateTransactionResponseItemData(transaction, responseData.transaction);
+			PopulateTransactionResponseItemData(model, transaction, responseData.transaction);
 
 			// Complete response.
 			responseData.Success = true;
@@ -322,7 +362,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 		[Route("Transaction/Ajax/StoreItem")]
 		public IActionResult Ajax_StoreItem(Model_Transaction model)
 		{
-			String messageTitle = Localiser["caption.transaction"];
+			String messageTitle = Localiser["label.transaction"];
 			AjaxResponse_Transaction responseData = new AjaxResponse_Transaction(model);
 
 			// Validate session and referrer.
@@ -405,7 +445,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 
 			// Construct response.
 			model.PopulateItemConfig(responseData.Config, transaction);
-			PopulateTransactionResponseItemData(transaction, responseData.transaction);
+			PopulateTransactionResponseItemData(model, transaction, responseData.transaction);
 
 			// Complete response.
 			responseData.Success = true;

SaBusinessMgrCoreWebPortal/Portal/Controllers/Transactions/TransactionController.cs

@@ -16,6 +16,7 @@ using System.Linq;
 using System.Threading.Tasks;
 using Sarand.BusinessMgr.Web.Portal.Models.Transactions;
 using Sarand.BusinessMgr.Web.Portal.Components;
+using Sarand.Net.Standard.Base.Core;
 
 namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 {
@@ -34,7 +35,8 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 
 		//-------------------------------------------------------------------
 		[HttpGet]
-		public IActionResult Index(Model_Transaction model)
+		[Route("Transactions/{transactionTypeName=}")]
+		public IActionResult Index(String transactionTypeName)
 		{
 			if (!ValidUserSession)
 				AutoLoginUser();
@@ -46,11 +48,17 @@ namespace Sarand.BusinessMgr.Web.Portal.Controllers.Transactions
 				return RedirectToAction("", "Security");
 			}
 
+			// Interpret transaction type, default to 'Sales Order'.
+			List<TypeCodeDesc> transactionTypes = GetSystemCodes(Sbm.SystemCode.TransactionType);
+			Sbm.TransactionType transactionType = EnumUtil.ParseEnum(transactionTypeName, Sbm.TransactionType.SalesOrder);
+
 			// Transaction page.
+			Model_Transaction model = new Model_Transaction(Localiser);
 			RefreshModel(model);
-			model.PopulateListConfig();
+			model.Filter.TransactionType = transactionTypes.GetCodeForType(transactionType);
 			model.Paging.PageNo = SessionData_Portal.Profile.Transaction.Filter.PageNo;
 			model.Paging.PageLength = SessionData_Portal.Profile.Transaction.Filter.PageLength;
+			model.PopulateListConfig();
 			return View(model);
 		}
 

SaBusinessMgrCoreWebPortal/Portal/Models/Commodities/Model_Commodity.cs

@@ -228,7 +228,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Commodities
 						commodity = CommodityMgr.GetCommodityById(SysId.ToSysId(Commodity.Id));
 						disposables.Add(commodity);
 						if (commodity == null)
-							responseData.SetMessage(Localiser["caption.commodity"], Localiser["msg.something.gone.wrong"]);
+							responseData.SetMessage(Localiser["label.commodity"], Localiser["msg.something.gone.wrong"]);
 					}
 
 					if (!responseData.HasControlErrors())
@@ -285,7 +285,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Commodities
 								if (CommodityMgr.GetCommodityCount(prmCommodity) > 0)
 								{
 									String msg = "There are no other Commodities for this code\nwith a status of 'Current'.\n\nAre you sure that this commodity should be set to 'Superseded'?";
-									responseData.SetConfirmMessage(Localiser["caption.commodity"], msg);
+									responseData.SetConfirmMessage(Localiser["label.commodity"], msg);
 								}
 							}
 						}

SaBusinessMgrCoreWebPortal/Portal/Models/Contacts/Model_Association-Config.cs

@@ -96,6 +96,8 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Contacts
 		// List configuration.
 		public class ListConfigData
 		{
+			// List caption.
+			public String Caption { get; set; }
 			// Actions.
 			public class ActionData
 			{
@@ -137,11 +139,19 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Contacts
 			ViewMode pageMode = GetFilterMode();
 			bool modeIsRelationships = pageMode == ViewMode.Relationships;
 			bool modeIsMaintain = pageMode == ViewMode.Maintain;
+
 			Sbm.AssociationType associationType = GetFilterAssociationType();
 			bool typeIsCustomer = associationType == Sbm.AssociationType.Customer;
 			bool typeIsSupplier = associationType == Sbm.AssociationType.Supplier;
 			bool typeIsMember = associationType == Sbm.AssociationType.Member;
 
+			// Page caption.
+			if (associationType == Sbm.AssociationType.Customer)
+				config.Caption = Localiser["label.customers"];
+			else if (associationType == Sbm.AssociationType.Supplier)
+				config.Caption = Localiser["label.suppliers"];
+			config.Caption = StringUtil.OnBlank(config.Caption, Localiser["label.associations"]);
+
 			// Actions.
 
 			if (typeIsCustomer)
@@ -337,7 +347,10 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Contacts
 			// Item Fields.
 
 			// Type.
-			config.Field.Readonly.Add($"{ItemField.Type}");
+			// Disabled for existing associations.
+			// Dropdown should only include a single item if Association type is preselecedt (in the list filter).
+			if (ItemId.IsValid(associationItemId))
+				config.Field.Readonly.Add($"{ItemField.Type}");
 
 			// Owner.
 			if (!ItemId.IsValid(associationItemId) || ownerIsInternal)

SaBusinessMgrCoreWebPortal/Portal/Models/Home/Model_Home.cs

@@ -19,8 +19,11 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Home
 		//-------------------------------------------------------------------
 		// Home page statictics.
 
+		// Contacts.
+
 		public long GetContactCount()
 		{
+			if (!ValidUserSession) return 0;
 			SbmAffiliate.Params prmAffiliate = new SbmAffiliate.Params();
 			prmAffiliate.StatusCat = SbmAffiliate.StatusCat.NotDeleted;
 			return AccountMgr.GetAffiliateCount(prmAffiliate);
@@ -28,6 +31,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Home
 
 		public long GetCustomerCount()
 		{
+			if (!ValidUserSession) return 0;
 			SbmAssociation.Params prmAssociation = new SbmAssociation.Params();
 			prmAssociation.AssociationType = Sbm.AssociationType.Customer;
 			prmAssociation.StatusCat = SbmAssociation.StatusCat.NotDeleted;
@@ -36,14 +40,18 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Home
 
 		public long GetSupplierCount()
 		{
+			if (!ValidUserSession) return 0;
 			SbmAssociation.Params prmAssociation = new SbmAssociation.Params();
 			prmAssociation.AssociationType = Sbm.AssociationType.Supplier;
 			prmAssociation.StatusCat = SbmAssociation.StatusCat.NotDeleted;
 			return AccountMgr.GetAssociationCount(prmAssociation);
 		}
 
+		// Commodities.
+
 		public long GetCommodityCount()
 		{
+			if (!ValidUserSession) return 0;
 			SbmCommodity.Params prmCommodity = new SbmCommodity.Params();
 			prmCommodity.StatusCat = SbmCommodity.StatusCat.NotDeleted;
 			return CommodityMgr.GetCommodityCount(prmCommodity);
@@ -51,6 +59,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Home
 
 		public long GetAssetCount()
 		{
+			if (!ValidUserSession) return 0;
 			SbmAsset.Params prmAsset = new SbmAsset.Params();
 			prmAsset.StatusCat = SbmAsset.StatusCat.NotDeleted;
 			return AssetMgr.GetAssetCount(prmAsset);
@@ -58,11 +67,23 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Home
 
 		public long GetVehicleCount()
 		{
+			if (!ValidUserSession) return 0;
 			SbmVehicle.Params prmVehicle = new SbmVehicle.Params();
 			prmVehicle.StatusCat = SbmVehicle.StatusCat.NotDeleted;
 			return AssetMgr.GetVehicleCount(prmVehicle);
 		}
 
+		// Transactions.
+
+		public long GetSalesOrderCount()
+		{
+			if (!ValidUserSession) return 0;
+			SbmTransaction.Params prmTransaction = new SbmTransaction.Params();
+			prmTransaction.TransactionType = Sbm.TransactionType.SalesOrder;
+			prmTransaction.StatusCat = SbmTransaction.StatusCat.NotDeleted;
+			return TransactionMgr.GetTransactionCount(prmTransaction);
+		}
+
 		//-------------------------------------------------------------------
 	}
 	//=======================================================================

SaBusinessMgrCoreWebPortal/Portal/Models/Transactions/Model_Transaction-Config.cs

@@ -1,6 +1,7 @@
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
 using Sarand.Net.Standard.Base.Bus;
+using Sarand.Net.Standard.Base.Utils;
 using System;
 using System.Collections.Generic;
 using System.Drawing;
@@ -19,18 +20,6 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 		/// <summary>Prefix for field names.</summary>
 		public const String FieldNamePrefix = "Transaction";
 
-		//-------------------------------------------------------------------
-		// Legacy Transaction dialog tabs and panels.
-		// - Transaction.
-		// - Tab 1:
-		// - Tab 2:
-		// - Tab 3:
-		// - Tab 4:
-		// - Tab 5:
-		// - Tab 6:
-		// - Tab 7:
-		// - Other.
-
 		//-------------------------------------------------------------------
 		/// <summary>Item fields.</summary>
 		public enum ItemField
@@ -39,8 +28,8 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			// Transaction.
 			Pos,
 			Id,
-			AssociationTarget,
+			AssociationName,
-			AssociationIdTarget,
+			AssociationId,
 			Type,
 			Reference,
 			ReferenceExt,
@@ -68,11 +57,16 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			//---------------------------------------------------------------
 			// Status dates.
 			Raised,
+			RaisedFmt,
 			Required,
+			RequiredFmt,
 			InProgress,
+			InProgressFmt,
 			DeliveredEst,
 			DeliveredAct,
 			Closed,
+			ClosedFmt,
+			//---------------------------------------------------------------
 			Department,
 			DescBrief,
 			DescIntro,
@@ -161,6 +155,19 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 		// List configuration.
 		public class ListConfigData
 		{
+			// List caption.
+			public String Caption { get; set; }
+			// Actions.
+			public class ActionData
+			{
+				public class AllowData
+				{
+					public bool? Create { get; set; }
+					public bool? Update { get; set; }
+				}
+				public AllowData Allow { get; } = new AllowData();
+			}
+			public ActionData Action { get; } = new ActionData();
 			// List columns.
 			public class ColumnData
 			{
@@ -190,13 +197,13 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 		public void PopulateListConfig(ListConfigData config)
 		{
 			// View properties.
-			TransactionViewMode viewMode = GetFilterMode();
+			ViewMode viewMode = GetFilterMode();
-			bool modeIsSearch = viewMode == TransactionViewMode.Search;
+			bool modeIsSearch = viewMode == ViewMode.Search;
-			bool modeIsMaintain = viewMode == TransactionViewMode.Maintain;
+			bool modeIsMaintain = viewMode == ViewMode.Maintain;
-			bool modeIsRequirementSearch = viewMode == TransactionViewMode.SearchRequirement;
+			bool modeIsRequirementSearch = viewMode == ViewMode.SearchRequirement;
-			bool modeIsDeliveryPlanning = viewMode == TransactionViewMode.DeliveryPlanning;
+			bool modeIsDeliveryPlanning = viewMode == ViewMode.DeliveryPlanning;
-			bool modeIsTransactionsForSourceTrans = viewMode == TransactionViewMode.TransactionsForSourceTrans;
+			bool modeIsTransactionsForSourceTrans = viewMode == ViewMode.TransactionsForSourceTrans;
-			bool modeIsTransactionsForAssociation = viewMode == TransactionViewMode.TransactionsForAssociation;
+			bool modeIsTransactionsForAssociation = viewMode == ViewMode.TransactionsForAssociation;
 
 			// Item type.
 			Sbm.TransactionType transactionType = GetFilterTransactionType();
@@ -219,9 +226,23 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			SbmTransaction.StatusCat transactionStatusCat = GetFilterTransactionStatusCat();
 
 			// Options.
+			bool userCanCreateTransactions = SessionData_Portal.SecurityProfile.UserCanCreateItemType(Sbm.ItemType.Transaction);
+			bool userCanUpdateTransactions = SessionData_Portal.SecurityProfile.UserCanUpdateItemType(Sbm.ItemType.Transaction);
 			bool allowTimeRecording = SessionConsole.AllowOption(Sbm.ConfigOption.TimeRecording);
 			bool allowJobCosting = SessionConsole.GetRequirementCostingConfig().AllowRequirementCosting(transactionType) && TransactionMgr.CostColumnsAreAvailable() && UserCanViewFinancials();
 
+			//---------------------------------------------------------------
+			// List Caption.
+			config.Caption = StringUtil.OnBlank(GetListCaptionByTransactionType(transactionType),Localiser["label.transactions"]);
+
+			//---------------------------------------------------------------
+			// Actions.
+
+			if (userCanCreateTransactions)
+				config.Action.Allow.Create = true;
+			if (userCanUpdateTransactions)
+				config.Action.Allow.Update = true;
+
 			//---------------------------------------------------------------
 			// Transaction list columns.
 
@@ -254,9 +275,9 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 				String associationLabel = Localiser["label.target"];
 				if (isSales) associationLabel = Localiser["label.customer"];
 				else if (isPurchase) associationLabel = Localiser["label.supplier"];
-				config.Column.Label.Add($"{ItemField.AssociationTarget}", associationLabel);
+				config.Column.Label.Add($"{ItemField.AssociationName}", associationLabel);
 			}
-			config.Column.Hide.Add($"{ItemField.AssociationTarget}");
+			else config.Column.Hide.Add($"{ItemField.AssociationName}");
 
 			// Narrative.
 			config.Column.Label.Add($"{ItemField.DescBrief}", SessionConsole.GetAttributeCaption(SbmDbDfn.ColumnIdx.Transaction_DescBrief, Localiser["label.narrative"]));
@@ -313,18 +334,24 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			// Raised date.
 			if (!modeIsDeliveryPlanning)
 			{
-				config.Column.Label.Add($"{ItemField.Raised}", Localiser["label.raised"]);
+				//config.Column.Label.Add($"{ItemField.Raised}", Localiser["label.raised"]);
 			}
 			else
+			{
 				config.Column.Hide.Add($"{ItemField.Raised}");
+				config.Column.Hide.Add($"{ItemField.RaisedFmt}");
+			}
 
 			// In Progress date.
 			if (!modeIsDeliveryPlanning && !isSalesLead && !isSalesDispatch && transactionStatusCat != SbmTransaction.StatusCat.Pending)
 			{
-				config.Column.Label.Add($"{ItemField.InProgress}", Localiser["label.in.progress"]);
+				//config.Column.Label.Add($"{ItemField.InProgress}", Localiser["label.in.progress"]);
 			}
 			else
+			{
 				config.Column.Hide.Add($"{ItemField.InProgress}");
+				config.Column.Hide.Add($"{ItemField.InProgressFmt}");
+			}
 
 			// Required date.
 			if (modeIsDeliveryPlanning && !isSalesLead && !isSalesDispatch || transactionStatusCat != SbmTransaction.StatusCat.Closed)
@@ -334,15 +361,21 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 				config.Column.Label.Add($"{ItemField.Required}", requiredLabel);
 			}
 			else
+			{
 				config.Column.Hide.Add($"{ItemField.Required}");
+				config.Column.Hide.Add($"{ItemField.RequiredFmt}");
+			}
 
 			// Closed date.
 			if (modeIsDeliveryPlanning || transactionStatusCat != SbmTransaction.StatusCat.Open)
 			{
-				config.Column.Label.Add($"{ItemField.Closed}", Localiser["label.closed"]);
+				//config.Column.Label.Add($"{ItemField.Closed}", Localiser["label.closed"]);
 			}
 			else
+			{
 				config.Column.Hide.Add($"{ItemField.Closed}");
+				config.Column.Hide.Add($"{ItemField.ClosedFmt}");
+			}
 
 			//---------------------------------------------------------------
 			// Amounts.
@@ -502,6 +535,31 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 				config.Column.Hide.Add($"{ItemField.Actions}");
 		}
 
+		//-------------------------------------------------------------------
+		private String GetListCaptionByTransactionType(Sbm.TransactionType transactionType)
+		{
+			switch (transactionType)
+			{
+				case Sbm.TransactionType.Project: return Localiser["caption.projects"];
+				case Sbm.TransactionType.SalesLead: return Localiser["caption.sales.leads"];
+				case Sbm.TransactionType.SalesQuote: return Localiser["caption.sales.quotes"];
+				case Sbm.TransactionType.ProformaSalesOrder: return Localiser["caption.proforma.sales.orders"];
+				case Sbm.TransactionType.SalesPO: return Localiser["caption.sales.purchase.orders"];
+				case Sbm.TransactionType.SalesOrder: return Localiser["caption.sales.orders"];
+				case Sbm.TransactionType.SalesDispatch: return Localiser["caption.sales.dispatches"];
+				case Sbm.TransactionType.ProformaSalesInvoice: return Localiser["caption.proforma.sales.invoices"];
+				case Sbm.TransactionType.SalesInvoice: return Localiser["caption.sales.invoices"];
+				case Sbm.TransactionType.PurchaseQuote: return Localiser["caption.purchase.quotes"];
+				case Sbm.TransactionType.ProformaPurchaseOrder: return Localiser["caption.proforma.purchase.orders"];
+				case Sbm.TransactionType.PurchaseSO: return Localiser["caption.purchase.sales.orders"];
+				case Sbm.TransactionType.PurchaseOrder: return Localiser["caption.purchase.orders"];
+				case Sbm.TransactionType.PurchaseDelivery: return Localiser["caption.purchase.deliveries"];
+				case Sbm.TransactionType.ProformaPurchaseInvoice: return Localiser["caption.proforma.purchase.invoices"];
+				case Sbm.TransactionType.PurchaseInvoice: return Localiser["caption.purchase.invoices"];
+			}
+			return Localiser["label.transactions"];
+		}
+
 		//-------------------------------------------------------------------
 		// Item configuration.
 		//-------------------------------------------------------------------
@@ -563,8 +621,12 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			config.Field.Label.Add($"{ItemField.Type}", SessionConsole.GetAttributeCaption(SbmDbDfn.ColumnIdx.Transaction_Type, Localiser["label.type"]));
 			config.Field.Readonly.Add($"{ItemField.Type}");
 
+			// Association.
+			config.Field.Readonly.Add($"{ItemField.AssociationName}");
+
 			// Reference.
 			config.Field.Label.Add($"{ItemField.Reference}", SessionConsole.GetAttributeCaption(SbmDbDfn.ColumnIdx.Transaction_Ref, Localiser["label.reference"]));
+			config.Field.Readonly.Add($"{ItemField.Reference}");
 
 			// External Reference.
 			if (transactionType != Sbm.TransactionType.SalesLead)

SaBusinessMgrCoreWebPortal/Portal/Models/Transactions/Model_Transaction.cs

@@ -1,4 +1,5 @@
-using Sarand.BusinessMgr.Net.Core.Web.App;
+using Microsoft.AspNetCore.Mvc.Rendering;
+using Sarand.BusinessMgr.Net.Core.Web.App;
 using Sarand.BusinessMgr.Net.Standard.Base.App;
 using Sarand.BusinessMgr.Net.Standard.Base.Bus;
 using Sarand.BusinessMgr.Web.Portal.Components;
@@ -7,6 +8,8 @@ using Sarand.Net.Standard.Base.Bus;
 using Sarand.Net.Standard.Base.Core;
 using Sarand.Net.Standard.Base.Utils;
 using System;
+using System.Collections.Generic;
+using System.Linq;
 
 namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 {
@@ -20,7 +23,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 	{
 		//-------------------------------------------------------------------
 		// Definitions.
-		public enum TransactionViewMode
+		public enum ViewMode
 		{
 			Search, Maintain, SearchRequirement, DeliveryPlanning, TransactionsForSourceTrans, TransactionsForAssociation
 		}
@@ -42,9 +45,9 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			public String StatusCat { get; set; }
 		}
 		public FilterData Filter { get; } = new FilterData();
-		public TransactionViewMode GetFilterMode()
+		public ViewMode GetFilterMode()
 		{
-			return EnumUtil.ParseEnum(Filter.Mode, TransactionViewMode.Search);
+			return EnumUtil.ParseEnum(Filter.Mode, ViewMode.Search);
 		}
 		public Sbm.TransactionType GetFilterTransactionType()
 		{
@@ -53,11 +56,25 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 				transactionType = (Sbm.TransactionType)StringUtil.ToInt(Filter.TransactionType);
 			return transactionType;
 		}
+		public String GetFilterAssociationTypeCode()
+		{
+			List<TypeCodeDesc> associationTypes = Internals.GetSystemCodes(Sbm.SystemCode.AssociationType);
+			return SbmTransaction.GetAssociationTypes(GetFilterTransactionType())
+				.Select(item => associationTypes.GetCodeForType(item))
+				.Where(item => !StringUtil.IsBlank(item))
+				.FirstOrDefault();
+		}
 		public SbmTransaction.StatusCat GetFilterTransactionStatusCat()
 		{
 			return (SbmTransaction.StatusCat)StringUtil.ToInt(Filter.StatusCat);
 		}
 
+		/// <summary>Transaction Status Cats for filter dropdown.</summary>
+		public IEnumerable<SelectListItem> GetTransactionStatusCatsForFilterDropdown()
+		{
+			return new SelectList(SbmTransaction.GetTransactionStatusCats(GetFilterTransactionType()), "Code", "Desc");
+		}
+
 		//-------------------------------------------------------------------
 		// Transaction properties.
 		public class TransactionData
@@ -83,6 +100,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			public String Raised { get; set; }
 			public String Required { get; set; }
 			public String InProgress { get; set; }
+			// Delivery.
 			public String DeliveredEst { get; set; }
 			public String DeliveredAct { get; set; }
 			public String Closed { get; set; }
@@ -160,7 +178,7 @@ namespace Sarand.BusinessMgr.Web.Portal.Models.Transactions
 			// Association.
 			if (Transaction.AssociationId != null)
 			{
-				String controlName = Model_Transaction.GetFieldName(Model_Transaction.ItemField.AssociationTarget);
+				String controlName = Model_Transaction.GetFieldName(Model_Transaction.ItemField.AssociationName);
 				SysId associationId = SysId.ToSysId(Transaction.AssociationId);
 				if (!SysId.IsValid(associationId))
 					responseData.SetControlError(controlName, Localiser["msg.validation.mandatory.value"]);

SaBusinessMgrCoreWebPortal/SaBusinessMgrCoreWebPortal.csproj

@@ -52,10 +52,26 @@
 		  <ExcludeFromSingleFile>true</ExcludeFromSingleFile>
 		  <CopyToPublishDirectory>PreserveNewest</CopyToPublishDirectory>
 		</Content>
-	</ItemGroup>
+		<Content Update="Views\Transaction\Index.cshtml">
-
+		  <ExcludeFromSingleFile>true</ExcludeFromSingleFile>
-	<ItemGroup>
+		  <CopyToPublishDirectory>PreserveNewest</CopyToPublishDirectory>
-		<Folder Include="Views\Transaction\" />
+		</Content>
+		<Content Update="Views\Transaction\Panel-TransactionDialog.cshtml">
+		  <ExcludeFromSingleFile>true</ExcludeFromSingleFile>
+		  <CopyToPublishDirectory>PreserveNewest</CopyToPublishDirectory>
+		</Content>
+		<Content Update="Views\Transaction\Panel-TransactionList.cshtml">
+		  <ExcludeFromSingleFile>true</ExcludeFromSingleFile>
+		  <CopyToPublishDirectory>PreserveNewest</CopyToPublishDirectory>
+		</Content>
+		<Content Update="Views\Transaction\Panel-TransactionMaintain.cshtml">
+		  <ExcludeFromSingleFile>true</ExcludeFromSingleFile>
+		  <CopyToPublishDirectory>PreserveNewest</CopyToPublishDirectory>
+		</Content>
+		<Content Update="Views\Transaction\Panel-TransactionSelect.cshtml">
+		  <ExcludeFromSingleFile>true</ExcludeFromSingleFile>
+		  <CopyToPublishDirectory>PreserveNewest</CopyToPublishDirectory>
+		</Content>
 	</ItemGroup>
 
 	<ItemGroup>

SaBusinessMgrCoreWebPortal/Views/Assets/Asset/Panel-AssetMaintain.cshtml

@@ -62,7 +62,7 @@
 					<div class="col-sm-4 row pb4">
 						<div class="col-5 sbm-label text-right">@Localiser["label.search"]</div>
 						<div class="col-7">
-							@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+							@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebPortal/Views/Assets/Asset/Panel-AssetSelect.cshtml

@@ -31,7 +31,7 @@
 					@* Asset filter - name etc. *@
 					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-8 col-sm-8">
-						@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+						@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Assets/AssetCategory/Panel-AssetCategoryMaintain.cshtml

@@ -53,7 +53,7 @@
 					<div class="col-sm-4 row pb4">
 						<div class="col-sm-5 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-sm-7">
-							@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+							@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebPortal/Views/Assets/AssetCategory/Panel-AssetCategorySelect.cshtml

@@ -31,7 +31,7 @@
 					@* AssetCategory filter - name etc. *@
 					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-8 col-sm-8">
-						@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+						@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Association/Panel-AssociationMaintain.cshtml

@@ -55,7 +55,7 @@
 						@* Association filter - name etc. *@
 						<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-7 col-sm-8">
-							@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+							@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebPortal/Views/Association/Panel-AssociationSelect.cshtml

@@ -6,6 +6,7 @@
 	// Ensure view is only included once in page.
 	if (!Model.RegisterView("Views/Association/Panel-AssociationSelect")) return;
 	Model.AdditionalFiles_JS.Add("js/sbm-assoc.js");
+	Model_Association ModelAssociation = Model as Model_Association;
 }
 
 <script type="text/javascript">
@@ -26,14 +27,15 @@
 					@* Association type *@
 					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.type"]</div>
 					<div class="col-8 col-sm-8">
-						@Html.DropDownList("Filter.AssociationType", Model.GetAssociationTypeCodesForFilterDropdown(), @Localiser["label.any"], new { @id = "", @class = "FilterAssociationType sbm-select" })
+						@Html.Hidden("Filter.AssociationType", ModelAssociation?.Filter.AssociationType, new { @id = "", @class = "FilterAssociationType sbm-input" })
+						@Html.DropDownList("Filter.AssociationType", Model.GetAssociationTypeCodesForFilterDropdown(), null, new { @id = "", @class = "FilterAssociationType sbm-select" })
 					</div>
 				</div>
 				<div class="col-sm-4 row pb4">
 					@* Association filter - name etc. *@
 					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-8 col-sm-8">
-						@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+						@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Codes/Code/Index.cshtml

@@ -49,7 +49,7 @@
 					<div class="col-md-6 row">
 						<div class="col-sm-5 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-sm-7">
-							@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+							@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebPortal/Views/Codes/CodeType/Index.cshtml

@@ -42,7 +42,7 @@
 				<div class="row pb4">
 					<div class="col-sm-5 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-sm-7">
-						@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+						@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Commodity/Panel-CommodityMaintain.cshtml

@@ -5,7 +5,7 @@
 	/* Commodity - Maintain panel */
 	// Ensure view is only included once in page.
 	if (!Model.RegisterView("Views/Commodity/Panel-CommodityMaintain")) return;
-	Model.AdditionalFiles_JS.Add("js/sbm-commodity.js");
+	Model.AdditionalFiles_JS.Add("js/sbm-cmd.js");
 }
 
 <div class="sbm-panel Commodities fullheight">
@@ -24,7 +24,7 @@
 			<div class="sbm-panel-header">
 				<div class="row">
 					<div class="col"><partial name="~/Views/Common/ResultsPaging.cshtml" /></div>
-					<div class="fixed center"><div class="sbm-panel-caption">@Localiser["caption.commodities"]</div></div>
+					<div class="fixed center"><div class="sbm-panel-caption">@Localiser["label.commodities"]</div></div>
 					<div class="col right">
 						@* Burger menu *@
 						<ul class="nav navbar-nav navbar-dark navbar-right sbm-burger">
@@ -51,7 +51,7 @@
 						@* Commodity filter - code, description etc *@
 						<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-7 col-sm-8">
-							@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+							@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 						</div>
 					</div>
 					<div class="col-sm-4 row pb4">

SaBusinessMgrCoreWebPortal/Views/Commodity/Panel-CommoditySelect.cshtml

@@ -5,7 +5,7 @@
 	/* Commodity - Select panel */
 	// Ensure view is only included once in page.
 	if (!Model.RegisterView("Views/Commodity/Panel-CommoditySelect")) return;
-	Model.AdditionalFiles_JS.Add("js/sbm-commodity.js");
+	Model.AdditionalFiles_JS.Add("js/sbm-cmd.js");
 }
 
 <script type="text/javascript">
@@ -31,7 +31,7 @@
 					@* Commodity filter - name etc. *@
 					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-8 col-sm-8">
-						@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+						@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Contact/Panel-ContactMaintain.cshtml

@@ -54,7 +54,7 @@
 						@* Contact filter - name etc. *@
 						<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 						<div class="col-7 col-sm-8">
-							@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+							@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 						</div>
 					</div>
 				</div>

SaBusinessMgrCoreWebPortal/Views/Contact/Panel-ContactSelect.cshtml

@@ -31,7 +31,7 @@
 					@* Contact filter - name etc. *@
 					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-8 col-sm-8">
-						@Html.TextBox("Filter.Search", "", new { @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+						@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Home/Index.cshtml

@@ -136,6 +136,10 @@ else
 				<td class="">@Localiser["label.commodities"]</td>
 				<td class="center">@Model.GetCommodityCount()</td>
 			</tr>
+			<tr class="sbm-action-text" onclick="sbm.goToPage('Transactions/SalesOrder')">
+				<td class="">@Localiser["label.sales.orders"]</td>
+				<td class="center">@Model.GetSalesOrderCount()</td>
+			</tr>
 			@if (Model.GetInternals().SessionConsole.AllowOption(Sbm.ConfigOption.Assets))
 			{
 				<tr class="sbm-action-text" onclick="sbm.goToPage('Assets/Asset')">

SaBusinessMgrCoreWebPortal/Views/Transaction/Index.cshtml

@@ -0,0 +1,8 @@
+@model Model_Transaction
+@inject SbmLocaliser Localiser
+@{
+	/* Transaction page. */
+	ViewData["Title"] = "Transactions";
+}
+
+<partial name="Panel-TransactionMaintain.cshtml" />

SaBusinessMgrCoreWebPortal/Views/Transaction/Panel-TransactionDialog.cshtml

@@ -0,0 +1,265 @@
+@* View is decoupled from Transaction model as it may be included in other views, eg. Associations. *@
+@model SbmModel_Portal
+@inject SbmLocaliser Localiser
+@{
+	/* Transaction - Dialog panel */
+	// Ensure view is only included once in page.
+	if (!Model.RegisterView("Views/Transaction/Panel-TransactionDialog")) return;
+}
+
+<script type="text/javascript">
+	sbm.dlg.title.createTransaction = '@Localiser.GetJavascriptText("caption.transaction.create")';
+	sbm.dlg.title.updateTransaction = '@Localiser.GetJavascriptText("caption.transaction.update")';
+</script>
+
+@using (@Html.BeginForm(FormMethod.Post, new { @id = "frmTransactionId", @class = "sbm-form" }))
+{
+	@Html.Hidden("Transaction.Id", "", new { @id = "", @class = "TransactionId" })
+	@Html.Hidden("Transaction.DataGroups", "", new { @id = "", @class = "TransactionDataGroups" })
+}
+
+<div id="dlgTransaction" class="sbm-dialog" title="">
+
+	@using (@Html.BeginForm(FormMethod.Post, new { @id = "frmTransaction", @class = "sbm-form", @onSubmit = "return false;" }))
+	{
+		@Html.Hidden("Transaction.Id", "", new { @id = "", @class = "TransactionId sbm-input" })
+		@Html.Hidden("Transaction.Exists", "", new { @id = "", @class = "TransactionExists sbm-input" })
+		<div class="spacer2"></div>
+
+		@* Association *@
+		<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.AssociationName)">
+			<div class="row">
+				<div class="col-sm-2">
+					<div class="sbm-label">
+						<label for="ifTransactionAssociationTarget"><span>@Localiser["label.association"]</span><span class="required">&nbsp;*</span></label>
+					</div>
+				</div>
+				<div class="col-sm">
+					<div class="sbm-control row">
+						<div class="col">
+							@Html.Hidden("Transaction.AssociationId", "", new { @id = "", @class = "TransactionAssociationId sbm-input" })
+							<input type="text" name="Transaction.Association" id="ifTransactionAssociation" readonly="readonly" class="TransactionAssociation sbm-input sbm-auto-val" maxlength=@Model.GetControlMaxLength(SbmDbDfn.ColumnIdx.Affiliate_Name) />
+						</div>
+						<div class="fixed">
+							<div class="sbm-action AssociationTargetSearch"><img src="~/img/action/search24.png" alt="" title="" /></div>
+						</div>
+					</div>
+					<div class="sbm-message"></div>
+				</div>
+			</div>
+		</div>
+
+		<div class="row">
+			<div class="col-6">
+
+				@* Reference *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.Reference)">
+					<div class="row">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionReference"><span>@Localiser["label.reference"]</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.Reference", "", new { @id = "ifTransactionReference", @class = "TransactionReference sbm-input upper sbm-auto-val", @readonly = true, @maxlength = @Model.GetControlMaxLength(SbmDbDfn.ColumnIdx.Transaction_Ref) })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+			<div class="col-6">
+
+				@* External Reference *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.ReferenceExt)">
+					<div class="row pl-3">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionReferenceExt"><span>@Localiser["label.reference.external"]</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.TransactionReferenceExt", "", new { @id = "ifTransactionReferenceExt", @class = "TransactionReferenceExt sbm-input upper sbm-auto-val" })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+		</div>
+
+		@* Narrative *@
+		<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.DescBrief)">
+			<div class="row">
+				<div class="col-sm-2">
+					<div class="sbm-label">
+						<label for="ifTransactionDesc"><span>@Localiser["label.narrative"]</span><span class="required">&nbsp;*</span></label>
+					</div>
+				</div>
+				<div class="col-sm">
+					<div class="sbm-control">
+						@Html.TextBox("Transaction.DescBrief", "", new { @id = "ifTransactionDesc", @class = "TransactionDesc sbm-input sbm-auto-val", @maxlength = @Model.GetControlMaxLength(SbmDbDfn.ColumnIdx.Transaction_DescBrief) })
+					</div>
+					<div class="sbm-message"></div>
+				</div>
+			</div>
+		</div>
+
+		<div class="row">
+			<div class="col-6">
+
+				@* Transaction status *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.Status)">
+					<div class="row">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="cbTransactionStatus"><span>@Localiser["label.status"]</span><span class="required">&nbsp;*</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								<select id="cbTransactionStatus" class="TransactionStatus sbm-select sbm-auto-val" name="Transaction.StatusCode"></select>
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+			<div class="col-6">
+
+				@* Contact *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.ContactName)">
+					<div class="row pl-3">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionContactName"><span>@Localiser["label.contact"]</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.ContactName", "", new { @id = "ifTransactionContactName", @class = "TransactionContactName sbm-input sbm-auto-val", @maxlen = Model.GetControlMaxLength(SbmDbDfn.ColumnIdx.Transaction_ContactName) })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+		</div>
+
+		<div class="row">
+			<div class="col-6">
+
+				@* Raiased date *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.Raised)">
+					<div class="row">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionRaised"><span>@Localiser["label.raised"]</span><span class="required">&nbsp;*</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.Raised", "", new { @id = "ifTransactionRaised", @class = "TransactionRaised sbm-input sbm-calendar sbm-auto-val", @maxlen = 10 })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+			<div class="col-6">
+
+				@* Raised by *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.RaisedBy)">
+					<div class="row pl-3">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionRaisedBy"><span>@Localiser["label.raised.by"]</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.RaisedBy", "", new { @id = "ifTransactionRaisedBy", @class = "TransactionRaisedBy sbm-input sbm-auto-val", @maxlen = Model.GetControlMaxLength(SbmDbDfn.ColumnIdx.Transaction_RaisedBy) })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+		</div>
+
+		<div class="row">
+			<div class="col-6">
+
+				@* In Progress date *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.InProgress)">
+					<div class="row">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionInProgress"><span>@Localiser["label.in.progress"]</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.InProgress", "", new { @id = "ifTransactionInProgress", @class = "TransactionInProgress sbm-input sbm-calendar sbm-auto-val", @maxlen = 10 })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+			<div class="col-6">
+
+				@* Raised by *@
+				<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.Closed)">
+					<div class="row pl-3">
+						<div class="col-sm-4">
+							<div class="sbm-label">
+								<label for="ifTransactionClosed"><span>@Localiser["label.closed"]</span></label>
+							</div>
+						</div>
+						<div class="col-sm">
+							<div class="sbm-control">
+								@Html.TextBox("Transaction.Closed", "", new { @id = "ifTransactionClosed", @class = "TransactionClosed sbm-input sbm-calendar sbm-auto-val", @maxlen = 10 })
+							</div>
+							<div class="sbm-message"></div>
+						</div>
+					</div>
+				</div>
+
+			</div>
+		</div>
+
+		@* Transaction Notes *@
+		<div class="sbm-form-control @Model_Transaction.GetFieldName(Model_Transaction.ItemField.Notes)">
+			<div class="row">
+				<div class="col-sm-2">
+					<div class="sbm-label">
+						<label for="ifTransactionNotes"><span>@Localiser["label.notes"]</span></label>
+					</div>
+				</div>
+				<div class="col-sm">
+					<div class="sbm-control">
+						@Html.TextArea("Transaction.Notes", "", new { @id = "ifTransactionNotes", @class = "TransactionNotes sbm-textarea sbm-auto-val", @rows = "3", @maxlength = @Model.GetControlMaxLength(SbmDbDfn.ColumnIdx.Transaction_Notes) })
+					</div>
+					<div class="sbm-message"></div>
+				</div>
+			</div>
+		</div>
+
+	}
+
+</div>
+
+
+@* Association panels. *@
+<partial name="~/Views/Association/Panel-AssociationSelect.cshtml" />
+<partial name="~/Views/Association/Panel-AssociationDialog.cshtml" />

SaBusinessMgrCoreWebPortal/Views/Transaction/Panel-TransactionList.cshtml

@@ -0,0 +1,86 @@
+@* View is decoupled from Transaction model as it may be included in other views, eg. Associations. *@
+@model SbmModel_Portal
+@inject SbmLocaliser Localiser
+@{
+	/* Transaction - List panel */
+	/* NB Can potentially appear more than once on a page. */
+}
+
+@* Item list *@
+<div class="sbm-panel-item-table sbm-flex">
+	<table class="sbm-item-list">
+		<thead>
+			<tr>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Reference) width5pc center">@Localiser["label.reference"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Type) width5pc center">@Localiser["label.type"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.AssociationName) width15pc">@Localiser["label.association"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.DescBrief) width10pc d-none d-lg-table-cell">@Localiser["label.narrative"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.RaisedFmt) width5pc center nowrap">@Localiser["label.items"]</th>
+				@* Status dates. *@
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.RaisedFmt) width5pc center nowrap">@Localiser["label.raised"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.RequiredFmt) width5pc center nowrap">@Localiser["label.required"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.InProgressFmt) width5pc center nowrap">@Localiser["label.in.progress"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.ClosedFmt) width5pc center nowrap">@Localiser["label.closed"]</th>
+				@if (Model.UserCanViewFinancials())
+				{
+					<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.AmountNet) width5pc right">@Localiser["label.amount.net"]</th>
+					<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.AmountTax) width5pc right">@Localiser["label.amount.tax"]</th>
+				}
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Notes) width15pc d-none d-lg-table-cell">@Localiser["label.notes"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Status) width5pc center">@Localiser["label.status"]</th>
+				<th class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Actions) width5pc right" style="width:2%;"></th>
+			</tr>
+			<tr><td colspan="6"><div class="sbm-panel-messages"></div></td></tr>
+		</thead>
+		<tbody></tbody>
+	</table>
+</div>
+
+@* Element templates *@
+<div class="sbm-panel-item-template">
+
+	@* List burger dropdown template - ul is ignored *@
+	<ul class="sbm-dropdown-menu TransactionList">
+		<li class="sbm-dropdown-item sbm-action"><div class="sbm-label">XXX</div></li>
+	</ul>
+
+	@* Item row template - table is ignored. *@
+	<table>
+		<tr class="sbm-row-item Transaction">
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Reference) center nowrap"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Type) center nowrap"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.AssociationName)"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.DescBrief) d-none d-lg-table-cell"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.ItemCount) center nowrap"></td>
+			@* Status dates. *@
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.RaisedFmt) center nowrap"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.RequiredFmt) center nowrap"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.InProgressFmt) center nowrap"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.ClosedFmt) center nowrap"></td>
+			@if (Model.UserCanViewFinancials())
+			{
+				<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.AmountNet) right nowrap"></td>
+				<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.AmountTax) right nowrap"></td>
+			}
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Notes) d-none d-lg-table-cell"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Status) center nowrap"></td>
+			<td class="@Model_Transaction.GetFieldName(Model_Transaction.ItemField.Actions)">
+				<div class="right">
+					@* Burger menu *@
+					<ul class="nav navbar-nav navbar-light navbar-right sbm-burger">
+						<li class="dropdown-toggle caret-off">
+							<a href="#" class="dropdown" data-toggle="dropdown" role="button" aria-haspopup="true" aria-expanded="false"><span class="sbm-ellipsis-dot"></span><span class="sbm-ellipsis-dot"></span><span class="sbm-ellipsis-dot"></span></a>
+							<ul class="dropdown-menu dropdown-menu-right sbm-dropdown-menu">@* Menu items will be inserted here. *@</ul>
+						</li>
+					</ul>
+				</div>
+			</td>
+		</tr>
+	</table>
+
+	@* Item burger dropdown template - ul is ignored *@
+	<ul class="sbm-dropdown-menu Transaction">
+		<li class="sbm-dropdown-item sbm-action"><div class="sbm-label">XXX</div></li>
+	</ul>
+
+</div>

SaBusinessMgrCoreWebPortal/Views/Transaction/Panel-TransactionMaintain.cshtml

@@ -0,0 +1,85 @@
+@* View is decoupled from Transaction model as it may be included in other views, eg. Associations. *@
+@model SbmModel_Portal
+@inject SbmLocaliser Localiser
+@{
+	/* Transaction - Maintain panel */
+	// Ensure view is only included once in page.
+	if (!Model.RegisterView("Views/Transaction/Panel-TransactionMaintain")) return;
+	Model.AdditionalFiles_JS.Add("js/sbm-trn.js");
+	Model_Transaction ModelTransaction = Model as Model_Transaction;
+}
+
+<div class="sbm-panel Transactions fullheight">
+
+	<script type="text/javascript">
+	</script>
+
+	<div class="sbm-panel-data sbm-flex">
+
+		@* Filter form - wrap header to include paging controls. *@
+		@using (@Html.BeginForm(FormMethod.Post, new { @id = "", @class = "frmTransactionFilter sbm-form", @onSubmit = "return false;" }))
+		{
+			@Html.Hidden("Filter.Mode", Model_Transaction.ViewMode.Maintain, new { @id = "" })
+
+			@* Header - Page caption, paging controls, actions. *@
+			<div class="sbm-panel-header">
+				<div class="row">
+					<div class="col"><partial name="~/Views/Common/ResultsPaging.cshtml" /></div>
+					<div class="fixed center"><div class="sbm-panel-caption">@Localiser["label.transactions"]</div></div>
+					<div class="col right">
+						@* Burger menu *@
+						<ul class="nav navbar-nav navbar-dark navbar-right sbm-burger">
+							<li class="dropdown-toggle caret-off">
+								<a href="#" class="dropdown" data-toggle="dropdown" role="button" aria-haspopup="true" aria-expanded="false"><span class="navbar-toggler-icon"></span></a>
+								<ul class="dropdown-menu dropdown-menu-right sbm-dropdown-menu">@* Menu items will be inserted here. *@</ul>
+							</li>
+						</ul>
+					</div>
+				</div>
+			</div>
+
+			@* Filter Panel *@
+			<div class="sbm-panel-filter">
+				<div class="row">
+					@if (ModelTransaction?.GetFilterTransactionType() > 0)
+					{
+						@Html.Hidden("Filter.TransactionType", ModelTransaction.Filter.TransactionType, new { @id = "", @class = "FilterTransactionType" })
+						<input type="hidden" class="FilterAssociationType" value="@ModelTransaction.GetFilterAssociationTypeCode()" />
+					}
+					else
+					{
+						<div class="col-sm-4 row pb4">
+							@* Transaction Category *@
+							<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.type"]</div>
+							<div class="col-7 col-sm-8">
+								@Html.DropDownList("Filter.TransactionType", Model.GetTransactionTypeCodesForFilterDropdown(), null, new { @id = "", @class = "FilterTransactionType sbm-select" })
+							</div>
+						</div>
+					}
+					<div class="col-sm-4 row pb4">
+						@* Transaction Status *@
+						<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.status"]</div>
+						<div class="col-7 col-sm-8">
+							@Html.DropDownList("Filter.TransactionStatusCat", ModelTransaction?.GetTransactionStatusCatsForFilterDropdown() ?? Model.GetEmptyListForSelect(), null, new { @id = "", @class = "FilterTransactionStatusCat sbm-select" })
+						</div>
+					</div>
+					<div class="col-sm-4 row pb4">
+						@* Transaction filter - code, description etc *@
+						<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
+						<div class="col-7 col-sm-8">
+							@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+						</div>
+					</div>
+					<div class="col-sm-4 row pb4">
+					</div>
+				</div>
+			</div>
+		}
+
+		<partial name="Panel-TransactionList.cshtml" />
+
+	</div>
+
+	<partial name="Panel-TransactionDialog.cshtml" />
+
+</div>

SaBusinessMgrCoreWebPortal/Views/Transaction/Panel-TransactionSelect.cshtml

@@ -0,0 +1,43 @@
+@* View is decoupled from Transaction model as it may be included in other views, eg. Associations. *@
+@model SbmModel_Portal
+@inject SbmLocaliser Localiser
+@{
+	/* Transaction - Select panel */
+	// Ensure view is only included once in page.
+	if (!Model.RegisterView("Views/Transaction/Panel-TransactionSelect")) return;
+	Model.AdditionalFiles_JS.Add("js/sbm-trn.js");
+}
+
+<script type="text/javascript">
+</script>
+
+<div id="dlgTransactionSelect" class="sbm-dialog sbm-flex sbm-no-padding" title="@Localiser["caption.contact.select"]">
+
+	@using (@Html.BeginForm(FormMethod.Post, new { @id = "", @class = "frmTransactionFilter sbm-form", @onSubmit = "return false;" }))
+	{
+		@Html.Hidden("Filter.Mode", Model_Transaction.ViewMode.Search, new { @id = "" })
+
+		@* Filter Panel *@
+		<div class="sbm-panel-filter">
+			<div class="row">
+				<div class="col-sm-4 row pb4">
+					@* Transaction type *@
+					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.type"]</div>
+					<div class="col-8 col-sm-8">
+						@Html.DropDownList("Filter.TransactionType", Model.GetTransactionTypeCodesForFilterDropdown(), Localiser["label.any"], new { @id = "", @class = "FilterTransactionType sbm-select" })
+					</div>
+				</div>
+				<div class="col-sm-4 row pb4">
+					@* Transaction filter - name etc. *@
+					<div class="col-4 col-sm-4 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
+					<div class="col-8 col-sm-8">
+						@Html.TextBox("Filter.Search", "", new { @type = "search", @id = "", @class = "FilterSearch sbm-input", @maxlength = "32" })
+					</div>
+				</div>
+			</div>
+		</div>
+	}
+
+	<partial name="Panel-TransactionList.cshtml" />
+
+</div>

SaBusinessMgrCoreWebPortal/Views/Vehicles/Vehicle/Index.cshtml

@@ -43,7 +43,7 @@
 				<div class="row pb4">
 					<div class="col-sm-5 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-sm-7">
-						@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+						@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/Vehicles/VehicleClass/Index.cshtml

@@ -42,7 +42,7 @@
 				<div class="row pb4">
 					<div class="col-sm-5 sbm-label text-left text-sm-right">@Localiser["label.search"]</div>
 					<div class="col-sm-7">
-						@Html.TextBoxFor(model => model.Filter.Search, new { @id = "", @class = "FilterSearch", @maxlength = "32" })
+						@Html.TextBoxFor(model => model.Filter.Search, new { @type = "search", @id = "", @class = "FilterSearch", @maxlength = "32" })
 					</div>
 				</div>
 			</div>

SaBusinessMgrCoreWebPortal/Views/_ViewImports.cshtml

@@ -6,6 +6,7 @@
 @using Sarand.BusinessMgr.Web.Portal.Models.Security
 @using Sarand.BusinessMgr.Web.Portal.Models.Contacts
 @using Sarand.BusinessMgr.Web.Portal.Models.Commodities
+@using Sarand.BusinessMgr.Web.Portal.Models.Transactions
 @using Sarand.BusinessMgr.Web.Portal.Models.Assets
 @using Sarand.BusinessMgr.Web.Portal.Models.Vehicles
 @using Sarand.BusinessMgr.Web.Portal.Models.Codes

SaBusinessMgrCoreWebPortal/wwwroot/css/sbm-cols.css

@@ -33,12 +33,12 @@
 
 .Contacts .sbm-panel-data
 {
-	--color-panel-data: var(--color-ForestGreen);
+	--color-panel-data: var(--color-KellyGreen);
 }
 
 .Associations .sbm-panel-data
 {
-	--color-panel-data: var(--color-Iris);
+	--color-panel-data: var(--color-ForestGreen);
 }
 
 .Commodities .sbm-panel-data
@@ -56,6 +56,11 @@
 	--color-panel-data: var(--color-Iris);
 }
 
+.Transactions .sbm-panel-data
+{
+	--color-panel-data: var(--color-RoyalBlue);
+}
+
 /* Dialogs */
 
 :root
@@ -70,12 +75,12 @@
 
 .ui-dialog.sbm-Contact
 {
-	--color-dialog: var(--color-ForestGreen);
+	--color-dialog: var(--color-KellyGreen);
 }
 
 .ui-dialog.sbm-Association
 {
-	--color-dialog: var(--color-Iris);
+	--color-dialog: var(--color-ForestGreen);
 }
 
 .ui-dialog.sbm-Commodity
@@ -93,4 +98,9 @@
 	--color-dialog: var(--color-Iris);
 }
 
+.ui-dialog.sbm-Transaction
+{
+	--color-dialog: var(--color-RoyalBlue);
+}
+
 /* The End */

SaBusinessMgrCoreWebPortal/wwwroot/css/sbm-data.css

@@ -72,6 +72,8 @@
 }
 
 .sbm-panel-filter input[type="text"],
+.sbm-panel-filter input[type="email"],
+.sbm-panel-filter input[type="search"],
 .sbm-panel-filter textarea,
 .sbm-panel-filter select
 {
@@ -100,6 +102,8 @@
 }
 
 .sbm-panel-data .sbm-content input[type="text"],
+.sbm-panel-data .sbm-content input[type="email"],
+.sbm-panel-data .sbm-content input[type="search"],
 .sbm-panel-data .sbm-content select
 {
 	min-width: 75%;

SaBusinessMgrCoreWebPortal/wwwroot/css/sbm-main.css

@@ -412,13 +412,13 @@ a:focus
 {
 	border-color: var(--color-dialog);
 	margin-top: 0;
-	padding: .2em 1em .2em .5em;
+	padding: .25em .5em .25em .5em;
 }
 
 .ui-dialog .ui-dialog-buttonpane button
 {
 	min-width: 80px;
-	margin: .5em .25em .5em .5em;
+	margin: .2em .25em .2em 1em;
 	color: #fff;
 	background-color: var(--color-dialog);
 	border-color: var(--color-dialog);

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-asset-cat.js

@@ -211,8 +211,9 @@
 				$item = ac.getItemTemplate(env);
 				$('table tbody', env.$pnl.table).prepend($item).show();
 			}
+			ac.populateItem(env, $item, item);
+			sbm.configureItemTable(env.data.cfgList, env.$pnl.table);
 		}
-		ac.populateItem(env, $item, item);
 	}
 
 	//--------------------------------------------------------------

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-asset.js

@@ -231,8 +231,9 @@
 				$item = as.getItemTemplate(env);
 				$('table tbody', env.$pnl.table).prepend($item).show();
 			}
+			as.populateItem(env, $item, item);
+			sbm.configureItemTable(env.data.cfgList, env.$pnl.table);
 		}
-		as.populateItem(env, $item, item);
 	}
 
 	//--------------------------------------------------------------

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-assoc.js

@@ -10,21 +10,11 @@
 	//--------------------------------------------------------------
 	as.refreshConfig = function (env, delay)
 	{
-		env.ajax.refreshConfig = env.ajax.refreshConfig || { url: sbm.url.base + 'Association/Ajax/Config', formSel: env.$frm.filter, callbackFn: function (response) { as.doRefreshConfig(env, response); } };
+		sbm.doAjaxRequest(env.ajax.refreshConfig = env.ajax.refreshConfig || { url: sbm.url.base + 'Association/Ajax/Config', formSel: env.$frm.filter, callbackFn: function (response) { as.storeConfig(env, response); } }, delay || 50);
-		sbm.doAjaxRequest(env.ajax.refreshConfig, delay || 50);
 	}
-	as.doRefreshConfig = function (env, response)
+	as.storeConfig = function (env, response)
 	{
-		//sbm.debug('doRefreshConfig', env, response);
+		Object.assign(env.data, response.data);
-		if (!response.success) return;
-		// Config.
-		env.mode = response.mode;
-		env.config = response.config;
-		env.configCust = response.configCust;
-		env.configSupp = response.configSupp;
-		env.data.associationTypes = response.associationTypes;
-		env.data.statuses = response.statuses;
-		env.data.defaultStatusCode = response.defaultStatusCode;
 	}
 
 	//--------------------------------------------------------------
@@ -36,8 +26,7 @@
 			env.$pnl.table.find('tbody tr').remove();
 			env.$pnl.msgs.hide().empty().append($('<div class="sbm-message">' + sbm.msg.dataQuerying + '</div>')).fadeIn(200);
 		}
-		env.ajax.refreshResults = env.ajax.refreshResults || { url: sbm.url.base + 'Association/Ajax/List', formSel: env.$frm.filter, callbackFn: function (response) { as.doRefreshResults(env, response); } };
+		sbm.doAjaxRequest(env.ajax.refreshResults = env.ajax.refreshResults || { url: sbm.url.base + 'Association/Ajax/List', formSel: env.$frm.filter, callbackFn: function (response) { as.doRefreshResults(env, response); } }, delay || 50);
-		sbm.doAjaxRequest(env.ajax.refreshResults, delay || 50);
 		as.awaitingRefreshResponse = true;
 	}
 	as.doRefreshResults = function (env, response)
@@ -48,8 +37,10 @@
 		let $table = $('table', env.$pnl.table).find('tbody tr').remove().end();
 		sbm.refreshPaging(response, env.$frm.filter, function () { as.refreshResults(env); });
 		if (!response.success) return;
-		as.doRefreshConfig(env, response);
+		as.storeConfig(env, response);
-		if (response.caption) env.$pnl.items.find('.sbm-panel-caption').text(response.caption);
+		let cfg = env.data.cfgList;
+		env.mode = response.mode;
+		if (cfg.caption) env.$pnl.items.find('.sbm-panel-caption').text(cfg.caption);
 
 		// Menu.
 		if (env.$pnl.bgr.length)
@@ -57,10 +48,10 @@
 			env.$pnl.bgr.invisible();
 			env.$pnl.mnu.empty();
 			env.$pnl.mnu.append(as.getFilterMenuOption(env, sbm.lbl.refresh, function () { as.refreshResults(env); }, 'sbm-refresh'));
-			if (env.config.action.allow.createCust)
+			if (env.data.cfgList.action.allow.createCust)
-				env.$pnl.mnu.append(as.getFilterMenuOption(env, sbm.lbl.createCust, function () { as.createItem(env, env.configCust, sbm.lbl.createCust); }, 'sbm-add'));
+				env.$pnl.mnu.append(as.getFilterMenuOption(env, sbm.lbl.createCust, function () { as.createItem(env, env.data.cfgCust, sbm.lbl.createCust); }, 'sbm-add'));
-			if (env.config.action.allow.createSupp)
+			if (env.data.cfgList.action.allow.createSupp)
-				env.$pnl.mnu.append(as.getFilterMenuOption(env, sbm.lbl.createSupp, function () { as.createItem(env, env.configSupp, sbm.lbl.createSupp); }, 'sbm-add'));
+				env.$pnl.mnu.append(as.getFilterMenuOption(env, sbm.lbl.createSupp, function () { as.createItem(env, env.data.cfgSupp, sbm.lbl.createSupp); }, 'sbm-add'));
 			env.$pnl.bgr.toggleVisibility(!!$('.sbm-dropdown-item', env.$pnl.mnu).length);
 		}
 
@@ -68,15 +59,15 @@
 		var items = response.associations || [];
 		if (!items.length)
 			return env.$pnl.msgs.append($('<div class="sbm-message">' + sbm.msg.dataNoneFound + '</div>')).fadeIn(500);
-		for (let itemIdx = 0; itemIdx < items.length; itemIdx++)
+		for (const item of items)
-			$table.append(as.populateItem(env, as.getItemTemplate(env), items[itemIdx]));
+			$table.append(as.populateItem(env, as.getItemTemplate(env), item));
-		sbm.configureItemTable(env.config, $table);
+		sbm.configureItemTable(env.data.cfgList, $table);
 	}
 	as.populateItem = function (env, $item, item)
 	{
 		if (!item) return $item;
 		$item.prop('id', as.getItemId(item));
-		let cfg = env.config;
+		let cfg = env.data.cfgList;
 		sbm.populateItemValues(cfg, $item, item.field.value);
 		let prefix = cfg.column.prefix;
 		if (!env.mode.search)
@@ -140,7 +131,7 @@
 		as.clearItem(env, cfg);
 		let prefix = cfg.field.prefix;
 		let $ctrls = $('.sbm-input,.sbm-textarea,.sbm-select', env.$frm.item);
-		if (cfg.type) sbm.selectOrAdd($ctrls.filter('.AssociationType'), cfg.type.code, cfg.type.desc)
+		if (cfg.type) sbm.populateSelectCodeDesc('#cbAssociationType', [{ code: cfg.type.code, desc: cfg.type.desc }])
 		env.$ctrl.targetActions.filter('.AssocTargetSearch').show();
 		$ctrls.filter('.AssociationTarget').off('dblclick').on('dblclick', function () { as.selectTarget(env); });
 		$ctrls.filter('.AssociationStatus').val(env.data.defaultStatusCode);
@@ -178,7 +169,7 @@
 		//sbm.debug('onSelectTarget', env, item);
 		let $ctrls = $('.sbm-input,.sbm-textarea,.sbm-select', env.$frm.item);
 		$ctrls.filter('.AssociationTargetId').val(item.id);
-		$ctrls.filter('.AssociationTarget').val(item.Name);
+		$ctrls.filter('.AssociationTarget').val(item.name);
 	}
 	as.editTarget = function (env)
 	{
@@ -200,8 +191,7 @@
 	{
 		let $frm = env.$frm.itemId;
 		$('.AssociationId', $frm).val(id);
-		env.ajax.updateItem = env.ajax.updateItem || { url: sbm.url.base + 'Association/Ajax/GetItem', formSel: $frm, callbackFn: function (response) { as.onUpdateItem(env, response); } };
+		sbm.doAjaxRequest(env.ajax.updateItem = env.ajax.updateItem || { url: sbm.url.base + 'Association/Ajax/GetItem', formSel: $frm, callbackFn: function (response) { as.onUpdateItem(env, response); } }, 50);
-		sbm.doAjaxRequest(env.ajax.updateItem, 50);
 	}
 	as.onUpdateItem = function (env, response)
 	{
@@ -228,8 +218,7 @@
 	//--------------------------------------------------------------
 	as.storeItem = function (env)
 	{
-		env.ajax.storeItem = env.ajax.storeItem || { url: sbm.url.base + 'Association/Ajax/StoreItem', formSel: env.$frm.item, callbackFn: function (response) { as.onStoreItem(env, response); } };
+		sbm.doAjaxRequest(env.ajax.storeItem = env.ajax.storeItem || { url: sbm.url.base + 'Association/Ajax/StoreItem', formSel: env.$frm.item, callbackFn: function (response) { as.onStoreItem(env, response); } }, 50);
-		sbm.doAjaxRequest(env.ajax.storeItem, 50);
 	}
 	as.onStoreItem = function (env, response)
 	{
@@ -252,6 +241,7 @@
 				$('table tbody', env.$pnl.table).prepend($item).show();
 			}
 			as.populateItem(env, $item, item);
+			sbm.configureItemTable(env.data.cfgList, env.$pnl.table);
 		}
 	}
 
@@ -280,11 +270,12 @@
 	sbm.fn.selectAssociation = function (prm)
 	{
 		let env = as.env.select;
-		//sbm.debug('listAssociations', env, prm);
+		//sbm.debug('selectAssociation', env, prm);
 		env.prmSelect = prm;
 		let $frm = env.$frm.filter;
 		$frm.find('.FilterOwnerId,.FilterTargetId').val('');
-		$frm.find('.FilterContactType').val(prm.type || '');
+		env.$frm.filter.find('.sbm-input.FilterAssociationType').val(prm.type);
+		env.$ctrl.filterAssocType.val(prm.type || '').prop('disabled', env.$ctrl.filterAssocType.val());
 		$frm.find('.FilterSearch').val(prm.search || '');
 		env.$pnl.table.find('tbody tr').remove();
 		let $dlg = env.$dlg.select;
@@ -300,7 +291,7 @@
 		//sbm.debug('selectItemRow', env, $item, item);
 		env.$pnl.table.find('tr').removeClass('sbm-sel');
 		$item.addClass('sbm-sel');
-		env.prmSelect.item = item;
+		env.prmSelect.item = { id: item.id, name: item.field.value.Target };
 	}
 	as.selectItem = function (env)
 	{
@@ -324,7 +315,8 @@
 		env.$pnl.tmpls = env.$pnl.items.find('.sbm-panel-item-template');
 
 		env.$frm.filter = env.$pnl.items.find('.frmAssociationFilter');
-		env.$frm.filter.on('input', '.FilterSearch', function () { as.refreshResults(env, 250); }).on('change', '.FilterAssociationType', function () { as.refreshResults(env, 50); });
+		env.$frm.filter.on('input', '.FilterSearch', function () { as.refreshResults(env, 250); });
+		env.$ctrl.filterAssocType = env.$frm.filter.find('.sbm-select.FilterAssociationType').on('change', function () { env.$frm.filter.find('.sbm-input.FilterAssociationType').val(env.$frm.filter.find('.sbm-select.FilterAssociationType').val()); as.refreshResults(env, 50); });
 		var opt = sbm.dlgOpts();
 		opt.dialogClass += " sbm-Association";
 		env.$dlg.item = $('#dlgAssociation').dialog(opt);

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-cmd.js

@@ -17,9 +17,6 @@
 	{
 		//sbm.debug('doRefreshConfig', env, response);
 		if (!response.success) return;
-		// Config.
-		env.config = response.config;
-		env.configItemNew = response.configItemNew;
 		Object.assign(env.data, response.data);
 	}
 
@@ -53,7 +50,7 @@
 			env.$pnl.bgr.invisible();
 			env.$pnl.mnu.empty();
 			env.$pnl.mnu.append(co.getFilterMenuOption(env, sbm.lbl.refresh, function () { co.refreshResults(env); }, 'sbm-refresh'));
-			if (env.config.action.allow.create) env.$pnl.mnu.append(co.getFilterMenuOption(env, sbm.lbl.create, function () { co.createItem(env, env.configItemNew); }, 'sbm-add'));
+			if (env.data.cfgList.action.allow.create) env.$pnl.mnu.append(co.getFilterMenuOption(env, sbm.lbl.create, function () { co.createItem(env, env.data.cfgItemNew); }, 'sbm-add'));
 			env.$pnl.bgr.toggleVisibility(!!$('.sbm-dropdown-item', env.$pnl.mnu).length);
 		}
 
@@ -63,12 +60,13 @@
 			return env.$pnl.msgs.append($('<div class="sbm-message">' + sbm.msg.dataNoneFound + '</div>')).fadeIn(500);
 		for (const item of items)
 			$table.append(co.populateItem(env, co.getItemTemplate(env), item));
+		sbm.configureItemTable(env.data.cfgList, $table);
 	}
 	co.populateItem = function (env, $item, item)
 	{
 		if (!item) return $item;
 		$item.prop('id', co.getItemId(item));
-		let cfg = env.config;
+		let cfg = env.data.cfgList;
 		if (cfg) sbm.populateItemValues(cfg, $item, item.field.value);
 		let prefix = cfg.column.prefix;
 		$('.' + prefix + 'Status', $item).text(item.statusDesc).removeStatusClasses().addClass('sbm-status-' + item.statusCode.toLowerCase());
@@ -253,6 +251,7 @@
 				$('table tbody', env.$pnl.table).prepend($item).show();
 			}
 			co.populateItem(env, $item, item);
+			sbm.configureItemTable(env.data.cfgList, env.$pnl.table);
 		}
 	}
 
@@ -340,7 +339,7 @@
 		co.env.maint = co.initEnv('.sbm-panel.Commodities');
 		if (co.env.maint.$pnl.items.length)
 		{
-			$('body').on('keydown', function (e) { let env = co.env.maint; if (e.which == 45/*Insert*/ && env.config.action.allow.create) co.createItem(env, env.configItemNew); });
+			$('body').on('keydown', function (e) { let env = co.env.maint; if (e.which == 45/*Insert*/ && env.data.cfgList.action.allow.create) co.createItem(env, env.data.cfgItemNew); });
 			setTimeout(function () { co.refreshResults(co.env.maint); }, 250);
 		}
 		co.env.select = co.initEnv('#dlgCommoditySelect');

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-contact.js

@@ -69,8 +69,8 @@
 		var items = response.contacts || [];
 		if (!items.length)
 			return env.$pnl.msgs.append($('<div class="sbm-message">' + sbm.msg.dataNoneFound + '</div>')).fadeIn(500);
-		for (let itemIdx = 0; itemIdx < items.length; itemIdx++)
+		for (const item of items)
-			$table.append(co.populateItem(env, co.getItemTemplate(env), items[itemIdx]));
+			$table.append(co.populateItem(env, co.getItemTemplate(env), item));
 		sbm.configureItemTable(env.config, $table);
 	}
 	co.populateItem = function (env, $item, item)
@@ -223,6 +223,7 @@
 				$('table tbody', env.$pnl.table).prepend($item).show();
 			}
 			co.populateItem(env, $item, item);
+			sbm.configureItemTable(env.data.cfgList, env.$pnl.table);
 		}
 	}
 
@@ -252,7 +253,7 @@
 		//sbm.debug('selectItemRow', env, $item, item);
 		env.$pnl.table.find('tr').removeClass('sbm-sel');
 		$item.addClass('sbm-sel');
-		env.prmSelect.item = item;
+		env.prmSelect.item = { id: item.id, name: item.name };
 	}
 	co.selectItem = function (env)
 	{

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-main.js

@@ -170,8 +170,8 @@
 	sbm.clearItemForm = function ($frm)
 	{
 		sbm.clearControlErrors($frm);
-		$('.sbm-input,.sbm-textarea,.sbm-select', $frm).val('').prop('readonly', false).prop('disabled', false);
+		$frm.find('.sbm-input,.sbm-textarea,.sbm-select').val('').prop('readonly', false).prop('disabled', false);
-		$('.sbm-checkbox', $frm).prop('readonly', false).prop('disabled', false).removeAttr('checked');
+		$frm.find('.sbm-checkbox').prop('readonly', false).prop('disabled', false).removeAttr('checked');
 	}
 	sbm.configureItemControls = function (cfg, $frm)
 	{
@@ -179,8 +179,8 @@
 		let fld = cfg.field || {};
 		let $ctrl = $('.sbm-form-control', $frm).show();
 		for (var name in fld.label || {}) { /* ... */ };
-		(fld.hide || []).forEach(function (v, i, a) { $ctrl.filter('.' + fld.prefix + v).hide().find('.sbm-input,.sbm-textarea,.sbm-select,.sbm-checkbox').prop('disabled', true); });
+		(fld.hide || []).forEach(function (v, i, a) { $ctrl.filter('.' + fld.prefix + v).hide().find('.sbm-input,.sbm-textarea,.sbm-select,.sbm-checkbox').filter('.sbm-auto-val').prop('disabled', true); });
-		(fld.readonly || []).forEach(function (v, i, a) { $ctrl.filter('.' + fld.prefix + v).find('.sbm-input,.sbm.textarea,.sbm-select,.sbm-checkbox').prop('readonly', true).prop('disabled', true); });
+		(fld.readonly || []).forEach(function (v, i, a) { $ctrl.filter('.' + fld.prefix + v).find('.sbm-input,.sbm.textarea,.sbm-select,.sbm-checkbox').filter('.sbm-auto-val').prop('readonly', true).prop('disabled', true); });
 	}
 	sbm.populateFormValues = function (cfg, $frm, val)
 	{

SaBusinessMgrCoreWebPortal/wwwroot/js/sbm-trn.js

@@ -0,0 +1,321 @@
+/*
+ * Transaction page scripts.
+ */
+
+(function (win, doc, undef)
+{
+	"use strict";
+	let co = sbm.mdl.Transactions = { env: {} };
+
+	//--------------------------------------------------------------
+	co.refreshConfig = function (env, delay)
+	{
+		sbm.doAjaxRequest(env.ajax.refreshConfig = env.ajax.refreshConfig || { url: sbm.url.base + 'Transaction/Ajax/Config', formSel: env.$frm.filter, callbackFn: function (response) { co.storeConfig(env, response); } }, delay || 50);
+	}
+	co.storeConfig = function (env, response)
+	{
+		Object.assign(env.data, response.data);
+	}
+
+	//--------------------------------------------------------------
+	co.refreshItems = function (env, delay)
+	{
+		if (!co.awaitingRefreshResponse)
+		{
+			env.$pnl.bgr.invisible();
+			env.$pnl.table.find('tbody tr').remove();
+			env.$pnl.msgs.hide().empty().append($('<div class="sbm-message">' + sbm.msg.dataQuerying + '</div>')).fadeIn(200);
+		}
+		sbm.doAjaxRequest(env.ajax.refreshResults = env.ajax.refreshResults || { url: sbm.url.base + 'Transaction/Ajax/List', formSel: env.$frm.filter, callbackFn: function (response) { co.displayItems(env, response); } }, delay || 50);
+		co.awaitingRefreshResponse = true;
+	}
+	co.displayItems = function (env, response)
+	{
+		//sbm.debug('doRefreshResults', env, response);
+		delete co.awaitingRefreshResponse;
+		env.$pnl.msgs.hide().empty();
+		let $table = $('table', env.$pnl.table).find('tbody tr').remove().end();
+		sbm.refreshPaging(response, env.$frm.filter, function () { co.refreshItems(env); });
+		if (!response.success) return;
+		co.storeConfig(env, response);
+		let cfg = env.data.cfgList;
+		env.mode = response.mode;
+		if (cfg.caption) env.$pnl.items.find('.sbm-panel-caption').text(cfg.caption);
+
+		// Menu.
+		if (env.$pnl.bgr.length)
+		{
+			env.$pnl.bgr.invisible();
+			env.$pnl.mnu.empty();
+			env.$pnl.mnu.append(co.getFilterMenuOption(env, sbm.lbl.refresh, function () { co.refreshItems(env); }, 'sbm-refresh'));
+			if (cfg.action.allow.create) env.$pnl.mnu.append(co.getFilterMenuOption(env, sbm.lbl.create, function () { co.createItem(env, env.data.cfgItemNew); }, 'sbm-add'));
+			env.$pnl.bgr.toggleVisibility(!!$('.sbm-dropdown-item', env.$pnl.mnu).length);
+		}
+
+		// Items.
+		var items = response.transactions || [];
+		if (!items.length)
+			return env.$pnl.msgs.append($('<div class="sbm-message">' + sbm.msg.dataNoneFound + '</div>')).fadeIn(500);
+		for (const item of items)
+			$table.append(co.populateItem(env, co.getItemTemplate(env), item));
+		sbm.configureItemTable(cfg, $table);
+	}
+	co.populateItem = function (env, $item, item)
+	{
+		if (!item) return $item;
+		$item.prop('id', co.getItemId(item));
+		let cfg = env.data.cfgList;
+		if (cfg) sbm.populateItemValues(cfg, $item, item.field.value);
+		let prefix = cfg.column.prefix;
+		$('.' + prefix + 'Status', $item).text(item.statusDesc).removeStatusClasses().addClass('sbm-status-' + item.statusCode.toLowerCase());
+		if (!env.mode.search)
+		{
+			// Actions.
+			var $bgr = $('.sbm-burger', $item).hide();
+			let $mnu = $('ul.sbm-dropdown-menu', $bgr).empty();
+			if (!item.deleted)
+			{
+				let fnUpd = function () { co.updateItem(env, item.id) };
+				$mnu.append(co.getItemMenuOption(env, sbm.lbl.edit, fnUpd, 'sbm-edit'));
+				$('.TransactionCode,.TransactionDesc', $item).off('click').on('click', fnUpd).addClass('sbm-action-text');
+				$item.off('dblclick').on('dblclick', fnUpd);
+			}
+			$bgr.toggle(!!$('.sbm-dropdown-item', $mnu).length);
+		}
+		else
+		{
+			$item.off('click').on('click', function () { co.selectItemRow(env, $item, item); });
+			$item.off('dblclick').on('dblclick', function () { co.selectItem(env); });
+		}
+		return $item;
+	}
+	co.getItemId = function (item)
+	{
+		return 'Cmd_' + (item || {}).id;
+	}
+
+	//--------------------------------------------------------------
+	co.getFilterDropdownTemplate = function (env)
+	{
+		return $('.sbm-dropdown-menu.TransactionList li.sbm-dropdown-item', env.$pnl.tmpl).clone();
+	}
+	co.getItemTemplate = function (env)
+	{
+		return $('table tr.sbm-row-item.Transaction', env.$pnl.tmpl).clone();
+	}
+	co.getItemDropdownTemplate = function (env)
+	{
+		return $('.sbm-dropdown-menu.Transaction li.sbm-dropdown-item', env.$pnl.tmpl).clone();
+	}
+
+	//--------------------------------------------------------------
+	co.getFilterMenuOption = function (env, lbl, fn, cls)
+	{
+		return co.getMenuOption(co.getFilterDropdownTemplate(env), lbl, fn, cls);
+	}
+	co.getItemMenuOption = function (env, lbl, fn, cls)
+	{
+		return co.getMenuOption(co.getItemDropdownTemplate(env), lbl, fn, cls);
+	}
+	co.getMenuOption = function ($opt, lbl, fn, cls)
+	{
+		return $opt.find('div.sbm-label').text(lbl).end().on('click', fn).addClass(cls);
+	}
+
+	//--------------------------------------------------------------
+	co.createItem = function (env, cfg)
+	{
+		co.clearItem(env, cfg);
+		let $frm = env.$frm.item;
+		$frm.find('.TransactionType').val(env.data.transactionTypeDefault);
+		env.$ctrl.searchTgtAssoc.show();
+		$frm.find('.TransactionStatus').val(env.data.defaultStatusCode);
+		co.openItemDlg(env, cfg, sbm.dlg.title.createTransaction);
+	}
+	co.clearItem = function (env, cfg)
+	{
+		sbm.clearItemForm(env.$frm.item);
+		sbm.populateSelectCodeDesc('#cbTransactionStatus', env.data.statuses);
+	}
+	co.openItemDlg = function (env, cfg, title)
+	{
+		let $dlg = env.$dlg.item;
+		let $frm = env.$frm.item;
+		sbm.configureItemControls(cfg, $frm);
+		var btns = {};
+		btns[sbm.lbl.ok] = function () { co.storeItem(env); };
+		btns[sbm.lbl.cancel] = function () { delete env.prmEdit; $(this).dialog('close'); };
+		$dlg.dialog('option', 'buttons', btns);
+		if (title) $dlg.dialog('option', 'title', title);
+		sbm.openDialog($dlg, 720, 640);
+	}
+
+	//--------------------------------------------------------------
+	co.updateItem = function (env, id)
+	{
+		let $frm = env.$frm.itemId;
+		$('.TransactionId', $frm).val(id);
+		$('.TransactionDataGroups', $frm).val('Sales');
+		env.ajax.updateItem = env.ajax.updateItem || { url: sbm.url.base + 'Transaction/Ajax/GetItem', formSel: $frm, callbackFn: function (response) { co.onUpdateItem(env, response); } };
+		sbm.doAjaxRequest(env.ajax.updateItem, 50);
+	}
+	co.onUpdateItem = function (env, response)
+	{
+		sbm.debug('onUpdateItem', env, response);
+		if (!response.success) return;
+		let cfg = response.config || {};
+		co.clearItem(env, cfg);
+		let item = response.transaction;
+		let $frm = env.$frm.item;
+		sbm.populateFormValues(cfg, $frm, item.field.value);
+		let $ctrls = $frm.find('.sbm-input,.sbm-textarea,.sbm-select');
+		$ctrls.filter('.TransactionId').val(item.id);
+		$ctrls.filter('.TransactionExists').val(1);
+		sbm.debug(item.field.value.AssociationId);
+		$ctrls.filter('.TransactionAssociationId').val(item.field.value.AssociationId);
+		env.$ctrl.searchTgtAssoc.hide();
+		sbm.selectOrAdd($ctrls.filter('.TransactionType'), item.typeCode, item.typeDesc);
+		sbm.selectOrAdd($ctrls.filter('.TransactionStatus'), item.statusCode, item.field.value.Status);
+		co.openItemDlg(env, cfg, sbm.dlg.title.updateTransaction);
+	}
+
+	//--------------------------------------------------------------
+	co.selectAssocTarget = function (env)
+	{
+		if (!!env.$frm.item.find('.sbm-input.TransactionId').val()) return;
+		sbm.fn.selectAssociation({ type: env.$frm.filter.find('.FilterAssociationType').val(), fnSuccess: function (item) { co.onSelectAssocTarget(env, item); } });
+	}
+	co.onSelectAssocTarget = function (env, item)
+	{
+		sbm.debug('onSelectAssocTarget', env, item);
+		env.$frm.item.find('.TransactionAssociationId').val(item.id);
+		env.$frm.item.find('.TransactionAssociation').val(item.name);
+	}
+
+	//--------------------------------------------------------------
+	co.storeItem = function (env)
+	{
+		env.ajax.storeItem = env.ajax.storeItem || { url: sbm.url.base + 'Transaction/Ajax/StoreItem', formSel: env.$frm.item, callbackFn: function (response) { co.onStoreItem(env, response); } };
+		sbm.doAjaxRequest(env.ajax.storeItem, 50);
+	}
+	co.onStoreItem = function (env, response)
+	{
+		//sbm.debug('onStoreItem', env, response);
+		sbm.refreshControlValues(response.controlValues);
+		if (!response.success) return;
+		env.$dlg.item.dialog('close');
+		var item = response.transaction;
+		if (env.prmEdit)
+		{
+			co.onItemEdited(env, item);
+		}
+		else if (env.$pnl.table.length)
+		{
+			env.$pnl.msgs.hide().empty();
+			var $item = $('#' + co.getItemId(item), env.$pnl.table);
+			if (!$item.length)
+			{
+				$item = co.getItemTemplate(env);
+				$('table tbody', env.$pnl.table).prepend($item).show();
+			}
+			co.populateItem(env, $item, item);
+			sbm.configureItemTable(env.data.cfgList, env.$pnl.table);
+		}
+	}
+
+	//--------------------------------------------------------------
+	/* Params: type, search, fnSuccess. */
+	sbm.fn.selectTransaction = function (prm)
+	{
+		//sbm.debug('selectTransaction', prm);
+		let env = co.env.select;
+		env.prmSelect = prm;
+		env.$frm.filter.find('.FilterTransactionType').val('');
+		env.$frm.filter.find('.FilterSearch').val(prm.search || '');
+		env.$pnl.table.find('tbody tr').remove();
+		sbm.openDialog(env.$dlg.select, 1000, 800);
+		if (env.$pnl.items.length) setTimeout(function () { co.refreshItems(env); }, 250);
+	}
+	co.selectItemRow = function (env, $item, item)
+	{
+		//sbm.debug('selectItemRow', env, $item, item);
+		env.$pnl.table.find('tr').removeClass('sbm-sel');
+		$item.addClass('sbm-sel');
+		env.prmSelect.item = item;
+	}
+	co.selectItem = function (env)
+	{
+		//sbm.debug('selectItem', env, env.prmSelect.item);
+		env.$dlg.select.dialog('close');
+		env.prmSelect.fnSuccess(env.prmSelect.item);
+		delete env.prmSelect;
+	}
+
+	/* Params: id, fnSuccess. */
+	sbm.fn.editTransaction = function (prm)
+	{
+		//sbm.debug('editTransaction', prm);
+		let env = co.env.select;
+		env.prmEdit = prm;
+		//sbm.debug(env, prm);
+		co.updateItem(env, prm.id);
+	}
+	co.onItemEdited = function (env, item)
+	{
+		//sbm.debug('co.onItemEdited', env, item);
+		env.prmEdit.fnSuccess(item);
+		delete env.prmEdit;
+	}
+
+	//--------------------------------------------------------------
+	co.initEnv = function ($pnlItems)
+	{
+		let env = { data: {}, ajax: {}, $pnl: {}, $frm: {}, $ctrl: {}, $dlg: {} };
+
+		let $items = env.$pnl.items = $($pnlItems);
+		env.$pnl.header = $items.find('.sbm-panel-header');
+		env.$pnl.bgr = env.$pnl.header.find('.sbm-burger');
+		env.$pnl.mnu = env.$pnl.bgr.find('ul.sbm-dropdown-menu');
+		env.$pnl.table = $items.find('.sbm-panel-item-table');
+		env.$pnl.msgs = env.$pnl.table.find('.sbm-panel-messages');
+		env.$pnl.tmpl = $items.find('.sbm-panel-item-template');
+
+		env.$frm.filter = $items.find('.frmTransactionFilter');
+		if (env.$frm.filter.length)
+			env.$frm.filter.on('input', '.FilterSearch', function () { co.refreshItems(env, 250); }).on('change', '.FilterTransactionType,.FilterTransactionStatusCat', function () { co.refreshItems(env, 50); });
+		env.$frm.itemId = $items.find('#frmTransactionId');
+		var opt = sbm.dlgOpts();
+		opt.dialogClass += " sbm-Transaction";
+		env.$dlg.item = $items.find('#dlgTransaction').dialog(opt);
+		env.$frm.item = env.$dlg.item.find('#frmTransaction').on('input', '.sbm-input, .sbm-textarea', function () { sbm.clearControlError(this); }).on('change', '.sbm-select', function () { sbm.clearControlError(this); });
+		sbm.initCalendars(env.$dlg.item.find('.sbm-input.sbm-calendar'), {});
+		env.$frm.item.on('blur', '.sbm-input.sbm-format-integer', function () { sbm.formatInteger($(this)); }).on('blur', '.sbm-input.sbm-format-currency', function () { sbm.formatCurrency($(this)); });
+		env.$frm.item.find('.TransactionAssociation').on('dblclick', function () { co.selectAssocTarget(env); });
+		env.$ctrl.searchTgtAssoc = env.$frm.item.find('.AssociationTargetSearch').on('click', function () { co.selectAssocTarget(env); });
+
+		var opt = sbm.dlgOpts();
+		opt.dialogClass += " sbm-Transaction";
+		opt.buttons[sbm.lbl.ok] = function () { co.selectItem(env); };
+		opt.buttons[sbm.lbl.cancel] = function () { delete env.prmSelect; $(this).dialog('close'); };
+		env.$dlg.select = $('#dlgTransactionSelect').dialog(opt);
+
+		return env;
+	}
+
+	//--------------------------------------------------------------
+	$(function ()
+	{
+		co.env.maint = co.initEnv('.sbm-panel.Transactions');
+		if (co.env.maint.$pnl.items.length)
+		{
+			$('body').on('keydown', function (e) { let env = co.env.maint; if (e.which == 45/*Insert*/ && env.data.cfgList.action.allow.create) co.createItem(env, env.data.cfgItemNew); });
+			setTimeout(function () { co.refreshItems(co.env.maint); }, 250);
+		}
+		co.env.select = co.initEnv('#dlgTransactionSelect');
+		if (co.env.select.$pnl.items.length) setTimeout(function () { co.refreshConfig(co.env.select); }, 250);
+	});
+
+	//--------------------------------------------------------------
+}(window, window.document));
+
+/* The End */