416 lines
18 KiB
C#
416 lines
18 KiB
C#
using Sarand.BusinessMgr.Net.Standard.Base.App;
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using Sarand.BusinessMgr.Net.Standard.Base.Bus;
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using Sarand.Net.Standard.Accounts.QuickBooks.App;
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using Sarand.Net.Standard.Accounts.Sage.App;
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using Sarand.Net.Standard.Base.Bus;
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using Sarand.Net.Standard.Base.Core;
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using Sarand.Net.Standard.Base.Utils;
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using System;
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using System.Collections.Generic;
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using System.Linq;
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using System.Text;
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using System.Threading.Tasks;
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namespace Sarand.BusinessMgr.Net.Standard.Base.Consoles
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{
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//=======================================================================
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/// <summary>
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/// Session Console - Transaction processing options/rules.
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/// </summary>
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partial class SbmSessionConsole
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{
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//-------------------------------------------------------------------
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// Supported Transaction types.
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public virtual bool AllowTransactionType(Sbm.TransactionType type)
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{
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switch (type)
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{
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// Transaction types that are allowed.
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case Sbm.TransactionType.SalesQuote:
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case Sbm.TransactionType.SalesOrder:
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//case Sbm.TransactionType.PurchaseOrder:
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return InstanceConfig.AllowTransactionType(type, true);
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// Proforma types are only allowed if ther counterparts cannot be created.
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case Sbm.TransactionType.ProformaPurchaseOrder:
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return InstanceConfig.AllowTransactionType(type, AllowTransactionType(Sbm.TransactionType.PurchaseOrder) && !CanCreateTransactionLocally(Sbm.TransactionType.PurchaseOrder));
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case Sbm.TransactionType.ProformaSalesOrder:
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return InstanceConfig.AllowTransactionType(type, AllowTransactionType(Sbm.TransactionType.SalesOrder) && !CanCreateTransactionLocally(Sbm.TransactionType.SalesOrder));
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case Sbm.TransactionType.ProformaSalesInvoice:
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return InstanceConfig.AllowTransactionType(type, AllowTransactionType(Sbm.TransactionType.SalesInvoice) && !CanCreateTransactionLocally(Sbm.TransactionType.SalesInvoice));
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}
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return false;
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}
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//-------------------------------------------------------------------
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// Create Transaction.
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public virtual bool CanCreateTransactionLocally(Sbm.TransactionType type)
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{
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if (!AllowTransactionType(type)) return false;
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// Refresh options.
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if (dfnSageInt.AffiliateId_Owner != UserContext.OrganisationAffiliateId || dfnQBooksInt.AffiliateId_Owner != UserContext.OrganisationAffiliateId)
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{
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// Reset the accounts interface configurations.
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dfnSageInt.ClearConfig();
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dfnSageInt.AffiliateId_Owner = UserContext.OrganisationAffiliateId;
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dfnQBooksInt.ClearConfig();
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dfnQBooksInt.AffiliateId_Owner = UserContext.OrganisationAffiliateId;
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// Identify the interfaces.
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dfnSageInt.InterfaceId = Internals.AccountsConsole.GetAccountInterfaceId(Sbm.InterfaceType_Accounts.SageLine50);
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dfnQBooksInt.InterfaceId = Internals.AccountsConsole.GetAccountInterfaceId(Sbm.InterfaceType_Accounts.QuickBooks);
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// Sales and purchase orders/invoices can only be created locally if they are not imported from one of these interfaces.
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if (SysId.IsValid(dfnSageInt.InterfaceId))
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{
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// Interpret interface options.
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dfnSageInt.importPurchaseOrder = Internals.AccountsConsole.GetSageImportOption(Sage.ItemType.PurchaseOrder);
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dfnSageInt.importSalesOrder = Internals.AccountsConsole.GetSageImportOption(Sage.ItemType.SalesOrder);
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dfnSageInt.importProductInvoice = Internals.AccountsConsole.GetSageImportOption(Sage.ItemType.Invoice_Product);
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dfnSageInt.importServiceInvoice = Internals.AccountsConsole.GetSageImportOption(Sage.ItemType.Invoice_Service);
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dfnSageInt.importSalesOrderInvoice = Internals.AccountsConsole.GetSageImportOption(Sage.ItemType.Invoice_SalesOrder);
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dfnSageInt.exportPurchaseOrder = Internals.AccountsConsole.GetSageExportOption(Sage.ItemType.PurchaseOrder);
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dfnSageInt.exportSalesOrder = Internals.AccountsConsole.GetSageExportOption(Sage.ItemType.SalesOrder);
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dfnSageInt.exportProductInvoice = Internals.AccountsConsole.GetSageExportOption(Sage.ItemType.Invoice_Product);
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dfnSageInt.exportServiceInvoice = Internals.AccountsConsole.GetSageExportOption(Sage.ItemType.Invoice_Service);
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dfnSageInt.exportSalesOrder = Internals.AccountsConsole.GetSageExportOption(Sage.ItemType.Invoice_SalesOrder);
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}
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if (SysId.IsValid(dfnQBooksInt.InterfaceId))
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{
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// Interpret interface options.
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dfnQBooksInt.importPurchaseOrder = Internals.AccountsConsole.GetQuickBooksImportOption(Qbk.EntityType.PurchaseOrder);
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dfnQBooksInt.importSalesOrder = Internals.AccountsConsole.GetQuickBooksImportOption(Qbk.EntityType.SalesOrder);
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dfnQBooksInt.importProductInvoice = Internals.AccountsConsole.GetQuickBooksImportOption(Qbk.EntityType.Invoice_Product);
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dfnQBooksInt.importServiceInvoice = Internals.AccountsConsole.GetQuickBooksImportOption(Qbk.EntityType.Invoice_Service);
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dfnQBooksInt.importSalesOrderInvoice = false;
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dfnQBooksInt.exportPurchaseOrder = Internals.AccountsConsole.GetQuickBooksExportOption(Qbk.EntityType.PurchaseOrder);
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dfnQBooksInt.exportSalesOrder = Internals.AccountsConsole.GetQuickBooksExportOption(Qbk.EntityType.SalesOrder);
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dfnQBooksInt.exportProductInvoice = Internals.AccountsConsole.GetQuickBooksExportOption(Qbk.EntityType.Invoice_Product);
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dfnQBooksInt.exportServiceInvoice = Internals.AccountsConsole.GetQuickBooksExportOption(Qbk.EntityType.Invoice_Service);
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dfnQBooksInt.bexport_SalesOrderInvoice = false;
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}
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// Transaction types cannot be created locally if they are either imported from or exported to Sage.
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// In the case of exports, it is the 'proforma' equivalent that can be created for export.
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createTransaction_PurchaseOrder = true;
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createTransaction_SalesQuote = true;
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createTransaction_SalesOrder = true;
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createTrans_SalesInvoice = true;
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if (createTransaction_PurchaseOrder) createTransaction_PurchaseOrder = !dfnSageInt.importPurchaseOrder && !dfnSageInt.exportPurchaseOrder;
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if (createTransaction_SalesOrder) createTransaction_SalesOrder = !dfnSageInt.importSalesOrder && !dfnSageInt.exportSalesOrder;
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if (createTrans_SalesInvoice) createTrans_SalesInvoice = !dfnSageInt.importProductInvoice && !dfnSageInt.exportProductInvoice && !dfnSageInt.importServiceInvoice && !dfnSageInt.exportServiceInvoice && !dfnSageInt.importSalesOrderInvoice && !dfnSageInt.bexport_SalesOrderInvoice;
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if (createTransaction_PurchaseOrder) createTransaction_PurchaseOrder = !dfnQBooksInt.importPurchaseOrder && !dfnQBooksInt.exportPurchaseOrder;
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if (createTransaction_SalesOrder) createTransaction_SalesOrder = !dfnQBooksInt.importSalesOrder && !dfnQBooksInt.exportSalesOrder;
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if (createTrans_SalesInvoice) createTrans_SalesInvoice = !dfnQBooksInt.importProductInvoice && !dfnQBooksInt.exportProductInvoice && !dfnQBooksInt.importServiceInvoice && !dfnQBooksInt.exportServiceInvoice && !dfnQBooksInt.importSalesOrderInvoice && !dfnQBooksInt.bexport_SalesOrderInvoice;
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// Sales quotes are also imported from Sage Sales Orders.
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createTransaction_SalesQuote = createTransaction_SalesOrder;
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}
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switch (type)
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{
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case Sbm.TransactionType.SalesQuote:
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return createTransaction_SalesQuote;
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case Sbm.TransactionType.SalesOrder:
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return createTransaction_SalesOrder;
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case Sbm.TransactionType.SalesInvoice:
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return createTrans_SalesInvoice;
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case Sbm.TransactionType.PurchaseOrder:
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return createTransaction_PurchaseOrder;
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}
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return true;
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}
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//-------------------------------------------------------------------
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// Transaction Creation options.
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public enum AssignTransRefMethod
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{
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System, Manual, Option
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}
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public virtual AssignTransRefMethod TransactionAssignRefMethod(Sbm.TransactionType transTypes)
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{
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return AssignTransRefMethod.System;
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}
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public enum AssignTransRefSource
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{
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ByOwnerType, ByType
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}
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public virtual AssignTransRefSource TransactionAssignRefSource(Sbm.TransactionType transTypes)
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{
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return AssignTransRefSource.ByOwnerType;
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}
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// By default all types of transaction have their own Id sequence.
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// Override this method to allow different types of transaction to share Id sequence.
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public virtual Sbm.TransactionType GetTransactionTypeForNextId(Sbm.TransactionType transTypes)
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{
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return transTypes;
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}
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// NextId key value.
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public virtual string GetTransactionNextIdKey(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType eType)
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{
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idAssoc = new SysId();
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Sbm.TransactionType transTypes = GetTransactionTypeForNextId(eType);
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switch (TransactionAssignRefSource(eType))
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{
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case AssignTransRefSource.ByOwnerType:
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// Next Id depends on both the transaction type and owner.
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return "TransRef:" + transTypes.ToString() + ":" + AffiliateId_Owner.ToString();
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default:
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// Next Id only depends on the transaction type.
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return "TransRef:" + transTypes.ToString();
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}
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}
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// Set the minimum Id for transactions of the specified type.
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public virtual bool SetMinTransactionId(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes, long iId)
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{
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bool set = false;
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if (SbmGlobals.Application.GetBusMgrDatabase(SessionContext) != null)
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{
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string nextIdKey = GetTransactionNextIdKey(AffiliateId_Owner, idAssoc, transTypes);
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// ToDo set = SbmGlobals.Database.SetMinNextId(nextIdKey, iId, false);
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}
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return set;
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}
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// The implementation in this class will generate simple numeric values for the owner
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// and global options that can be formatted (eg. to fixed length) by overwridden versions.
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public virtual string GetTransactionCreateRef
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(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes)
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{
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string Ref = "";
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if (SbmGlobals.Application.GetBusMgrDatabase(SessionContext) != null)
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{
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string NextIdKey = GetTransactionNextIdKey(AffiliateId_Owner, idAssoc, transTypes);
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// ToDo long iRefNext = SbmGlobals.Database.GetNextId(NextIdKey, false);
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// Ref = FormatTransactionCreateRef(AffiliateId_Owner, idAssoc, transTypes, iRefNext);
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}
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return Ref;
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}
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public virtual string FormatTransactionCreateRef
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(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes, long RefInt)
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{
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string Ref = "";
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if (RefInt > 0)
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{
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// Retrieve and validate the sequence padding length.
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int SeqLen = Math.Max(1, Math.Min(8, GetTransactionRefSeqLength(AffiliateId_Owner, idAssoc, transTypes)));
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// Pad the sequence number.
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//Ref = String(RefInt, SeqLen);
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// Add the reference prefix (max 5 chars)
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string prefix = GetTransactionRefPrefix(AffiliateId_Owner, idAssoc, transTypes);
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Ref = prefix.Left(5) + Ref;
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}
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return Ref;
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}
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public virtual int GetTransactionRefSeqLength(SysId AffiliateId_Owner, SysId idAssoc, Sbm.TransactionType transTypes)
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{
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return 5;
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}
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//-------------------------------------------------------------------
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/// <summary>Transaction reference prefix by type</summary>
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public virtual string GetTransactionRefPrefix(SysId id, SysId idAssoc, Sbm.TransactionType transactionType)
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{
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return "";
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}
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//-------------------------------------------------------------------
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// Raise Transaction.
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public virtual bool CanRaiseTransaction(Sbm.TransactionType typeFrom, Sbm.TransactionType typeTo)
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{
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if (!AllowTransactionType(typeFrom) || !AllowTransactionType(typeTo)) return false;
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if (!CanCreateTransactionLocally(typeTo)) return false;
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if (typeFrom == Sbm.TransactionType.Project)
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{
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// Can raise another project from a project.
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switch (typeTo)
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{
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case Sbm.TransactionType.Project:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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else if (typeFrom == Sbm.TransactionType.SalesLead)
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{
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// Can raise sales quote or order from a lead.
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switch (typeTo)
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{
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case Sbm.TransactionType.SalesQuote:
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case Sbm.TransactionType.ProformaSalesOrder:
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case Sbm.TransactionType.SalesOrder:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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else if (typeFrom == Sbm.TransactionType.SalesQuote)
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{
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// Can raise sales lead or order from a sales quote.
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switch (typeTo)
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{
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case Sbm.TransactionType.SalesLead:
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case Sbm.TransactionType.SalesQuote:
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case Sbm.TransactionType.ProformaSalesOrder:
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case Sbm.TransactionType.SalesOrder:
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case Sbm.TransactionType.ProformaSalesInvoice:
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case Sbm.TransactionType.SalesInvoice:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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else if (typeFrom == Sbm.TransactionType.SalesOrder || typeFrom == Sbm.TransactionType.ProformaSalesOrder)
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{
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// Can raise almost anything from a sales order.
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switch (typeTo)
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{
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case Sbm.TransactionType.SalesLead:
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case Sbm.TransactionType.SalesQuote:
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case Sbm.TransactionType.ProformaSalesOrder:
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case Sbm.TransactionType.SalesOrder:
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case Sbm.TransactionType.SalesDispatch:
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case Sbm.TransactionType.ProformaSalesInvoice:
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case Sbm.TransactionType.SalesInvoice:
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// Can also raise purchase quote or order from sales order:
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case Sbm.TransactionType.PurchaseQuote:
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case Sbm.TransactionType.ProformaPurchaseOrder:
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case Sbm.TransactionType.PurchaseOrder:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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else if (typeFrom == Sbm.TransactionType.SalesDispatch)
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{
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// Can raise a sales invoice from a dispatch note.
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switch (typeTo)
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{
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case Sbm.TransactionType.ProformaSalesInvoice:
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case Sbm.TransactionType.SalesInvoice:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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else if (typeFrom == Sbm.TransactionType.PurchaseQuote)
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{
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// Can raise a purchase order from purchase quote.
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switch (typeTo)
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{
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case Sbm.TransactionType.PurchaseQuote:
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case Sbm.TransactionType.ProformaPurchaseOrder:
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case Sbm.TransactionType.PurchaseOrder:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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else if (typeFrom == Sbm.TransactionType.PurchaseOrder || typeFrom == Sbm.TransactionType.ProformaPurchaseOrder)
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{
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// Can raise a sales order or purchase quote from a purchase order.
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switch (typeTo)
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{
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case Sbm.TransactionType.SalesQuote:
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case Sbm.TransactionType.ProformaSalesOrder:
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case Sbm.TransactionType.SalesOrder:
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case Sbm.TransactionType.PurchaseQuote:
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case Sbm.TransactionType.ProformaPurchaseOrder:
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case Sbm.TransactionType.PurchaseOrder:
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return CanCreateTransactionLocally(typeTo);
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}
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}
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return false;
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}
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//-------------------------------------------------------------------
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public virtual List<TypeCodeDesc> GetTransactionTypesForRaiseFrom(Sbm.TransactionType typeFrom)
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{
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// Build the list of transaction types that are allowed to be raised from the specified type.
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List<TypeCodeDesc> transTypes = new List<TypeCodeDesc>();
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if (transactionTypes_Full.Count == 0) transactionTypes_Full = Internals.GetSystemCodes(Sbm.SystemCode.TransactionType);
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foreach (TypeCodeDesc transTypeTo in transactionTypes_Full)
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{
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//if ((Sbm.TransactionType)typeTo.iType == typeFrom) continue;
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if (CanRaiseTransaction(typeFrom, (Sbm.TransactionType)transTypeTo.Type))
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transTypes.Add(transTypeTo);
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}
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return transTypes;
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}
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//-------------------------------------------------------------------
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public virtual List<TypeCodeDesc> GetTransactionTypesForRaiseTo(Sbm.TransactionType typeTo)
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{
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// Build the list of transaction types that are allowed to be raised to the specified type.
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List<TypeCodeDesc> transTypes = new List<TypeCodeDesc>();
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if (transactionTypes_Full.Count == 0) transactionTypes_Full = Internals.GetSystemCodes(Sbm.SystemCode.TransactionType);
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//transTypes_Full.GotoStart();
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foreach (TypeCodeDesc transTypeTo in transactionTypes_Full)
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{
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//TypeCodeDesc & typeTo = transTypes_Full.Index();
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if ((Sbm.TransactionType)transTypeTo.Type == typeTo) continue;
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if (CanRaiseTransaction((Sbm.TransactionType)transTypeTo.Type, typeTo))
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transTypes.Add(transTypeTo);
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}
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return transTypes;
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}
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//-------------------------------------------------------------------
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// Prepare Requirements Transaction. - Prepare copied list of requirements, eg. when raising from another transaction.
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public virtual bool PrepareCopiedRequirements(SbmTransaction transSource, List<SbmRequirement> requireList, Sbm.TransactionType type)
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{
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type = new Sbm.TransactionType();
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//transSource; requireList; type;
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return false;
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}
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//-------------------------------------------------------------------
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// Remove Transaction.- By default, not allowed if transaction has requirements.
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public virtual bool CanRemoveTransactionWithRequirements(SbmTransaction transaction, long requirementCount)
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{
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if (transaction == null || !SysId.IsValid(transaction.Id)) return false;
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return requirementCount < 1;
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}
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//-------------------------------------------------------------------
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// Tax Effective Date. - TransTypes that should use the 'In Progress' date as tax point as opposed to the 'Raised' date.
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public virtual bool UseInProgressTaxDateAsTaxPoint(Sbm.TransactionType transactionType)
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{
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switch (transactionType)
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{
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case Sbm.TransactionType.ProformaSalesOrder:
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case Sbm.TransactionType.SalesDispatch:
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case Sbm.TransactionType.ProformaPurchaseOrder:
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case Sbm.TransactionType.PurchaseDelivery:
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case Sbm.TransactionType.ProformaSalesInvoice:
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return false;
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}
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return true;
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}
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//-------------------------------------------------------------------
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// R e q u i r e m e n t O p t i o n s
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//-------------------------------------------------------------------
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// Requirement Actions.
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public virtual bool SearchCommodityOnCreateRequirement(Sbm.TransactionType transactionType)
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{
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return false;
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}
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//-------------------------------------------------------------------
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// Requirement Costing.
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public virtual SbmRequirementCostingConfig GetRequirementCostingConfig()
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{
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SbmRequirementCostingConfig cfgRequirementCosting = new SbmRequirementCostingConfig();
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return cfgRequirementCosting;
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}
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//-------------------------------------------------------------------
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// Transaction Maintenance Dialogs.
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/*
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public SapDlgUpdateTransaction GetCreateTransactionDlg (ISbmUserContext userContext, SysId id, Sbm.TransactionType type)
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{
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return null;
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}
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public SapDlgUpdateTransaction GetUpdateTransactionDlg (ISbmUserContext userContext, Sbm.TransactionType type, bool readOnly)
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{
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return null;
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}
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*/
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//-------------------------------------------------------------------
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}
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//=======================================================================
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}
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