AyaNovaQBI/AyaNovaQBI.csproj

@@ -223,6 +223,14 @@
     <Compile Include="Waiting.Designer.cs">
       <DependentUpon>Waiting.cs</DependentUpon>
     </Compile>
+    <Compile Include="WorkOrder.cs" />
+    <Compile Include="WorkOrderItem.cs" />
+    <Compile Include="WorkOrderItemExpense.cs" />
+    <Compile Include="WorkOrderItemLabor.cs" />
+    <Compile Include="WorkOrderItemLoan.cs" />
+    <Compile Include="WorkOrderItemOutsideService.cs" />
+    <Compile Include="WorkOrderItemPart.cs" />
+    <Compile Include="WorkOrderItemTravel.cs" />
     <Compile Include="WorkOrderStatus.cs" />
     <Compile Include="SetQBImportInventoryAccounts.cs">
       <SubType>Form</SubType>

AyaNovaQBI/MainForm.cs

@@ -16,7 +16,7 @@ namespace AyaNovaQBI
         public MainForm()
         {
             InitializeComponent();
-            this.Icon = AyaNovaQBI.Properties.Resources.logo;
+            Icon = AyaNovaQBI.Properties.Resources.logo;
         }
 
         async private void MainForm_Load(object sender, EventArgs e)
@@ -32,28 +32,37 @@ namespace AyaNovaQBI
                     await Task.Run(() => MessageBox.Show($"AyaNova QBI was unable to start:\r\n{initErrors.ToString()}"));
                 }
                 Close();
+                return;
             }
-            else
-            {
-                //Confirm main settings and set any that are missing:
-                if (await util.ValidateSettings(false) == util.pfstat.Cancel)
-                {
-                    await util.IntegrationLog("PFC: User settings not completed, user selected cancel");
-                    Close();
-                }
 
-                //check if setup is required
-                //if (util.QBIntegration.Items.Count == 0)
-                //{
-                //    MessageBox.Show("STUB: mainform,no maps, no integration data set");
-                //}
+            //Confirm main settings and set any that are missing:
+            if (await util.ValidateSettings(false) == util.pfstat.Cancel)
+            {
+                await util.IntegrationLog("PFC: User settings not completed, user selected cancel");
+                Close();
+                return;
             }
+
             Text = "AyaNova QBI - " + util.QCompanyName;
+
+            //See if there are *any* data mappings, if not then we will prompt the user to start that process
+            if (util.QBIntegration.Items.Count == 0)
+            {
+                //show message about mapping
+                MessageBox.Show(
+                    "AyaNova QBI now needs you to map data between QuickBooks and AyaNova.",
+                    "Setup mapping", MessageBoxButtons.OK, MessageBoxIcon.Information);
+
+                Map m = new Map();
+                if (m.ShowDialog() == DialogResult.Abort)
+                    Close();
+
+            }
+            //Display billable workorders
+            InitInvoices();
+
             grid.Visible = true;
             menuStrip1.Enabled = true;
-            //MessageBox.Show("DONE / OK");
-
-            //            grid.DataSource = util.GetInvoiceableItems();
         }
 
         private void grid_CellFormatting(object sender, DataGridViewCellFormattingEventArgs e)
@@ -116,18 +125,17 @@ namespace AyaNovaQBI
         private async void preferencesToolStripMenuItem_Click(object sender, EventArgs e)
         {
             await util.ValidateSettings(true);
-            //TODO: CODE THIS InitInvoices();
         }
 
         private void mapAndImportToolStripMenuItem_Click(object sender, EventArgs e)
         {
             Map m = new Map();
             if (m.ShowDialog() == DialogResult.Abort)
-                this.Close();
+                Close();
             else
             {
                 m.Dispose();
-                //todo: this.InitInvoices();
+                InitInvoices();
             }
         }
 
@@ -142,7 +150,7 @@ namespace AyaNovaQBI
             MessageBox.Show(sVersion, "About");
         }
 
-    
+
         private void onlineManualToolStripMenuItem_Click(object sender, EventArgs e)
         {
             util.OpenWebURL("https://ayanova.com/qbi/docs");
@@ -154,14 +162,224 @@ namespace AyaNovaQBI
             await util.PopulateAyaListCache();
         }
 
-        private async void  invoiceDescriptiveTextTemplateToolStripMenuItem_Click(object sender, EventArgs e)
+        private async void invoiceDescriptiveTextTemplateToolStripMenuItem_Click(object sender, EventArgs e)
         {
             InvoiceTemplateBuilder b = new InvoiceTemplateBuilder();
             b.ShowDialog();
-            if (util.QDat.IsDirty)            
+            if (util.QDat.IsDirty)
                 await util.SaveIntegrationObject();
 
             b.Dispose();
         }
-    }
-}
+
+
+
+
+
+        #region Main workorder grid
+
+        /// <summary>
+        /// Adjusts main form display to either show a list of billable workorders
+        /// or a status indicating there are none and why
+        /// </summary>
+        private void SetState()
+        {
+            fixProblemsToolStripMenuItem.Enabled = _MisMatches.Count > 0;
+
+            if (grid.Rows.Count > 0)
+            {
+
+                grid.Visible = true;
+                this.lblStatus.Visible = false;
+            }
+            else
+            {
+                StringBuilder sb = new StringBuilder();
+                sb.Append("No invoiceable work orders found in AyaNova\r\n\r\n");
+                sb.Append("A work order is invoiceable and will be listed here if it has:\r\n");
+                sb.Append("   - \"Invoice number\" field empty\r\n");
+                if (util.QDat.PreWOStatus != Guid.Empty)
+                {
+                    sb.Append("   - \"Status\" field set to: ");
+                    sb.Append(NameFetcher.GetItem("aWorkorderStatus", "aName", util.QDat.PreWOStatus));
+                    sb.Append("\r\n");
+                    sb.Append("   (You can change this status under Tools->Preferences in the menu)");
+
+                }
+                this.lblStatus.Text = sb.ToString();
+
+                grid.Visible = false;
+                this.lblStatus.Visible = true;
+            }
+        }
+
+        private WorkorderServiceBillableList _wolist = null;
+        private ArrayList _MisMatches = new ArrayList();
+        private ArrayList _PartPriceOverrides = new ArrayList();
+        /// <summary>
+        /// Initialize invoices dataset 
+        /// from scratch.  If a previous
+        /// initialize was done, wipe it and 
+        /// repopulate from scratch
+        /// </summary>
+        private void InitInvoices()
+        {
+            Waiting w = new Waiting();
+            w.Show();
+            w.Ops = "Validating invoices...";
+
+
+            try
+            {
+
+                _MisMatches.Clear();
+                grid.BeginUpdate();
+                dsInvoices.Clear();
+                _wolist = WorkorderServiceBillableList.GetList(Util.QDat.PreWOStatus, true);
+                DataTable dtInvoice = dsInvoices.Tables["Invoices"];
+                DataTable dtWorkorder = dsInvoices.Tables["Workorders"];
+                foreach (WorkorderServiceBillableList.WorkorderServiceBillableListInfo i in _wolist)
+                {
+                    bool bLinked = Util.ScanLinksOK(i.ID, _MisMatches, _PartPriceOverrides);
+
+                    DataRow dri = InvoiceRowForClientID(i.ClientID);
+                    w.Step = "WO: " + i.ServiceNumber;
+                    if (dri == null)
+                    {
+                        dri = dtInvoice.NewRow();
+                        dri["Client"] = i.Client;
+                        dri["ClientID"] = i.ClientID;
+                        dtInvoice.Rows.Add(dri);
+                    }
+
+                    //If any one single workorder is linked 
+                    //then the invoice is flagged as linked because
+                    //you can invoice out anything under it that is linked and the 
+                    //not linked items simply won't invoice
+                    if (bLinked)
+                        dri["Linked"] = true;
+
+                    DataRow drw = dtWorkorder.NewRow();
+                    drw["InvoiceWorkingID"] = (int)dri["WorkingID"];
+                    drw["WorkorderID"] = i.ID;
+                    drw["Status"] = i.Status;
+                    drw["ServiceNumber"] = i.ServiceNumber;
+                    drw["ServiceDate"] = i.ServiceDate;
+                    drw["Project"] = i.Project;
+                    drw["StatusARGB"] = i.StatusARGB;
+
+                    drw["Linked"] = bLinked;
+                    dtWorkorder.Rows.Add(drw);
+
+
+
+                }
+
+                grid.DisplayLayout.Rows.CollapseAll(false);
+                foreach (UltraGridRow r in grid.Rows)
+                {
+                    foreach (UltraGridRow rr in r.ChildBands[0].Rows)
+                    {
+                        if ((bool)rr.Cells["Linked"].Value == false)
+                            r.Expanded = true;
+                    }
+
+                }
+                grid.EndUpdate();
+            }
+            finally
+            {
+                w.Close();
+            }
+
+            SetState();
+        }
+
+
+        /// <summary>
+        /// Helper for grouping workorders by client
+        /// </summary>
+        /// <param name="ClientID"></param>
+        /// <returns>null if not found else datarow containing invoice for client</returns>
+        private DataRow InvoiceRowForClientID(Guid ClientID)
+        {
+            foreach (DataRow r in dsInvoices.Tables["Invoices"].Rows)
+            {
+                if ((Guid)r["ClientID"] == ClientID)
+                {
+                    return r;
+
+                }
+            }
+            return null;
+        }
+
+
+
+
+        private void InitializeGrid()
+        {
+            grid.DataSource = dsInvoices;
+            string currentAssemblyDirectoryName = Path.GetDirectoryName(Assembly.GetExecutingAssembly().Location);
+
+            //Load the grid layout from file
+            if (System.IO.File.Exists(currentAssemblyDirectoryName + "\\MainGrid.lyt"))
+                grid.DisplayLayout.Load(currentAssemblyDirectoryName + "\\MainGrid.lyt");
+            grid.DisplayLayout.Bands[0].Columns["WorkingID"].Hidden = true;
+            grid.DisplayLayout.Bands[0].Columns["ClientID"].Hidden = true;
+            grid.DisplayLayout.Bands[0].Columns["Linked"].Hidden = true;
+            grid.DisplayLayout.Bands[0].Columns["Client"].Header.Caption = "Invoice";
+
+            grid.DisplayLayout.Bands[1].Columns["InvoiceWorkingID"].Hidden = true;
+            grid.DisplayLayout.Bands[1].Columns["WorkorderID"].Hidden = true;
+            grid.DisplayLayout.Bands[1].Columns["StatusARGB"].Hidden = true;
+            grid.DisplayLayout.Bands[1].Columns["Linked"].Hidden = true;
+        }
+
+        private void grid_InitializeRow(object sender, Infragistics.Win.UltraWinGrid.InitializeRowEventArgs e)
+        {
+            if (e.Row.Band.Index == 0)
+            {
+                //Prepare invoice row
+                if ((bool)e.Row.Cells["Linked"].Value == true)
+                {
+                    e.Row.Cells["Client"].Appearance.Image = Util.AyaImage("OK16");//Util.Image("OK16.png");
+                }
+                else
+                {
+                    e.Row.Cells["Client"].Appearance.Image = Util.AyaImage("Cancel16");//Util.Image("Cancel16.png");
+                }
+            }
+            else
+            {
+                //prepare workorder row
+
+                //if backcolor==0 that means no color was set
+                int nColor = (int)e.Row.Cells["StatusARGB"].Value;
+                if (nColor != 0)
+                {
+                    e.Row.Cells["Status"].Appearance.BackColor = Color.FromArgb(nColor);
+                    e.Row.Cells["Status"].Appearance.ForeColor = Util.InvertColor(Color.FromArgb(nColor));
+
+                }
+
+                //flag whether billable (linked) or not
+                if ((bool)e.Row.Cells["Linked"].Value == true)
+                {
+                    e.Row.Cells["ServiceNumber"].Appearance.Image = Util.AyaImage("OK16");
+                }
+                else
+                {
+                    e.Row.Cells["ServiceNumber"].Appearance.Image = Util.AyaImage("Cancel16");
+                }
+            }
+
+        }
+        #endregion
+
+
+
+
+
+    }//eoc
+}//eons

AyaNovaQBI/WorkOrder.cs

@@ -0,0 +1,131 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrder
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+
+
+        public long Serial { get; set; }
+
+        public string Notes { get; set; }//WAS "SUMMARY"
+        public string Wiki { get; set; }
+        public string CustomFields { get; set; }
+        public List<string> Tags { get; set; } = new List<string>();
+
+
+        public long CustomerId { get; set; }
+
+        public string CustomerViz { get; set; }
+
+
+        public string CustomerTechNotesViz { get; set; }
+
+        public string CustomerPhone1Viz { get; set; }
+
+        public string CustomerPhone2Viz { get; set; }
+
+        public string CustomerPhone3Viz { get; set; }
+
+        public string CustomerPhone4Viz { get; set; }
+
+        public string CustomerPhone5Viz { get; set; }
+
+        public string CustomerEmailAddressViz { get; set; }
+
+        public long? ProjectId { get; set; }
+
+        public string ProjectViz { get; set; }
+        public string InternalReferenceNumber { get; set; }
+        public string CustomerReferenceNumber { get; set; }
+        public string CustomerContactName { get; set; }
+        public long? FromQuoteId { get; set; }
+        public long? FromPMId { get; set; }
+
+        public DateTime CreatedDate { get; set; } = DateTime.UtcNow;
+        public DateTime? ServiceDate { get; set; }
+        public DateTime? CompleteByDate { get; set; }
+        public TimeSpan DurationToCompleted { get; set; } = TimeSpan.Zero;
+        public string InvoiceNumber { get; set; }
+        public string CustomerSignature { get; set; }
+        public string CustomerSignatureName { get; set; }
+        public DateTime? CustomerSignatureCaptured { get; set; }
+        public string TechSignature { get; set; }
+        public string TechSignatureName { get; set; }
+        public DateTime? TechSignatureCaptured { get; set; }
+        public bool Onsite { get; set; }
+        public long? ContractId { get; set; }
+
+        public string ContractViz { get; set; }
+
+        //redundant field to speed up list queries
+        //(added after status system already coded)
+        public long? LastStatusId { get; set; }
+
+
+        //POSTAL ADDRESS / "BILLING ADDRESS"
+        public string PostAddress { get; set; }
+        public string PostCity { get; set; }
+        public string PostRegion { get; set; }
+        public string PostCountry { get; set; }
+        public string PostCode { get; set; }
+
+        //PHYSICAL ADDRESS / "SERVICE ADDRESS"
+        public string Address { get; set; }
+        public string City { get; set; }
+        public string Region { get; set; }
+        public string Country { get; set; }
+        public decimal? Latitude { get; set; }
+        public decimal? Longitude { get; set; }
+
+        public List<WorkOrderItem> Items { get; set; } = new List<WorkOrderItem>();
+        public List<WorkOrderState> States { get; set; } = new List<WorkOrderState>();
+
+
+        //UTILITY FIELDS    
+
+        public bool IsLockedAtServer { get; set; } = false;//signal to client that it came from the server in a locked state
+
+        public string AlertViz { get; set; } = null;
+
+        public string FromQuoteViz { get; set; }
+
+        public string FromPMViz { get; set; }
+
+
+        public string LastStateUserViz { get; set; }
+
+        public string LastStateNameViz { get; set; }
+
+        public string LastStateColorViz { get; set; }
+
+        public bool LastStateCompletedViz { get; set; }
+
+        public bool LastStateLockedViz { get; set; }
+
+
+
+        public bool IsCompleteRecord { get; set; } = true;//indicates if some items were removed due to user role / type restrictions (i.e. woitems they are not scheduled on)
+
+
+        public bool UserIsRestrictedType { get; set; }
+
+        public bool UserIsTechRestricted { get; set; }
+
+        public bool UserIsSubContractorFull { get; set; }
+
+        public bool UserIsSubContractorRestricted { get; set; }
+
+        public bool UserCanViewPartCosts { get; set; }
+
+        public bool UserCanViewLaborOrTravelRateCosts { get; set; }
+
+        public bool UserCanViewLoanerCosts { get; set; }
+    }
+}

AyaNovaQBI/WorkOrderItem.cs

@@ -0,0 +1,60 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrderItem
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+        public string Notes { get; set; }//"Summary" field
+        public string Wiki { get; set; }
+        public string CustomFields { get; set; }
+        public List<string> Tags { get; set; } = new List<string>();
+
+        
+        public long WorkOrderId { get; set; }
+        public string TechNotes { get; set; }
+        public long? WorkOrderItemStatusId { get; set; }
+        
+        public string WorkOrderItemStatusNameViz { get; set; }
+        
+        public string WorkOrderItemStatusColorViz { get; set; }
+
+        public long? WorkOrderItemPriorityId { get; set; }
+        
+        public string WorkOrderItemPriorityNameViz { get; set; }
+        
+        public string WorkOrderItemPriorityColorViz { get; set; }
+
+        public DateTime? RequestDate { get; set; }
+        public bool WarrantyService { get; set; } = false;
+        public int Sequence { get; set; }
+
+        public long? FromCSRId { get; set; }
+        
+        public string FromCSRViz { get; set; }
+
+        //workaround for notification               
+       
+        public string Name { get; set; }
+
+        //Principle
+        
+        public WorkOrder WorkOrder { get; set; }
+        //dependents
+        public List<WorkOrderItemExpense> Expenses { get; set; } = new List<WorkOrderItemExpense>();
+        public List<WorkOrderItemLabor> Labors { get; set; } = new List<WorkOrderItemLabor>();
+        public List<WorkOrderItemLoan> Loans { get; set; } = new List<WorkOrderItemLoan>();
+        public List<WorkOrderItemPart> Parts { get; set; } = new List<WorkOrderItemPart>();
+        public List<WorkOrderItemPartRequest> PartRequests { get; set; } = new List<WorkOrderItemPartRequest>();
+        public List<WorkOrderItemScheduledUser> ScheduledUsers { get; set; } = new List<WorkOrderItemScheduledUser>();
+        public List<WorkOrderItemTask> Tasks { get; set; } = new List<WorkOrderItemTask>();
+        public List<WorkOrderItemTravel> Travels { get; set; } = new List<WorkOrderItemTravel>();
+        public List<WorkOrderItemUnit> Units { get; set; } = new List<WorkOrderItemUnit>();
+        public List<WorkOrderItemOutsideService> OutsideServices { get; set; } = new List<WorkOrderItemOutsideService>();
+    }
+}

AyaNovaQBI/WorkOrderItemExpense.cs

@@ -0,0 +1,41 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrderItemExpense
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+
+        public string Description { get; set; }
+        public string Name { get; set; }
+        
+        public decimal TotalCost { get; set; }
+        
+        public decimal ChargeAmount { get; set; }
+        
+        public decimal TaxPaid { get; set; }
+        public long? ChargeTaxCodeId { get; set; }
+        
+        public string TaxCodeViz { get; set; }
+
+        public bool ReimburseUser { get; set; } = false;
+        public long? UserId { get; set; }
+        
+        public string UserViz { get; set; }
+        public bool ChargeToCustomer { get; set; } = false;
+
+        
+        public decimal TaxAViz { get; set; }
+        
+        public decimal TaxBViz { get; set; }
+        
+        public decimal LineTotalViz { get; set; }
+                
+        public long WorkOrderItemId { get; set; }
+    }
+}

AyaNovaQBI/WorkOrderItemLabor.cs

@@ -0,0 +1,58 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrderItemLabor
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+
+        public long? UserId { get; set; }
+        
+        public string UserViz { get; set; }
+        public DateTime? ServiceStartDate { get; set; }
+        public DateTime? ServiceStopDate { get; set; }
+        public long? ServiceRateId { get; set; }
+        
+        public string ServiceRateViz { get; set; }
+        public string ServiceDetails { get; set; }
+        
+        public decimal ServiceRateQuantity { get; set; }
+        
+        public decimal NoChargeQuantity { get; set; }
+        //public long? ServiceBankId { get; set; }
+        public long? TaxCodeSaleId { get; set; }
+        
+        public string TaxCodeViz { get; set; }
+
+
+        //Standard pricing fields (mostly to support printed reports though some show in UI)
+        //some not to be sent with record depending on role (i.e. cost and charge in some cases)
+        public decimal? PriceOverride { get; set; }//user entered manually overridden price, if null then ignored in calcs otherwise this *is* the price even if zero
+        
+        public decimal CostViz { get; set; }//cost from source record (e.g. serviceRate) or zero if no cost entered
+        
+        public decimal ListPriceViz { get; set; }//List price from source record (e.g. serviceRate) or zero if no cost entered
+        
+        public string UnitOfMeasureViz { get; set; }//"each", "hour" etc
+        
+        public decimal PriceViz { get; set; }//per unit price used in calcs after discounts or manual price if non-null or just ListPrice if no discount or manual override
+        
+        public decimal NetViz { get; set; }//quantity * price (before taxes line total essentially)
+        
+        public decimal TaxAViz { get; set; }//total amount of taxA
+        
+        public decimal TaxBViz { get; set; }//total amount of taxB
+        
+        public decimal LineTotalViz { get; set; }//line total netViz + taxes
+
+                
+        public long WorkOrderItemId { get; set; }
+        
+
+    }
+}

AyaNovaQBI/WorkOrderItemLoan.cs

@@ -0,0 +1,69 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal enum LoanUnitRateUnit : int
+    {
+        None = 0,
+        Hours = 1,
+        HalfDays = 2,
+        Days = 3,
+        Weeks = 4,
+        Months = 5,
+        Years = 6
+    }
+    internal class WorkOrderItemLoan
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+        public string Notes { get; set; }
+        public DateTime? OutDate { get; set; }
+        public DateTime? DueDate { get; set; }
+        public DateTime? ReturnDate { get; set; }
+        // 
+        // public decimal Charges { get; set; }//removed in favor of ListPRice snapshot which normalizes fields to other objects
+        public long? TaxCodeId { get; set; }
+        
+        public string TaxCodeViz { get; set; }
+        
+        public long LoanUnitId { get; set; }
+        
+        public string LoanUnitViz { get; set; }
+        
+        public decimal Quantity { get; set; }
+        
+        public LoanUnitRateUnit Rate { get; set; }
+
+        public decimal Cost { get; set; }//cost from source record (e.g. serviceRate) or zero if no cost entered       
+        public decimal ListPrice { get; set; }//List price from source record (e.g. serviceRate) or zero if no cost entered
+
+        //Standard pricing fields (mostly to support printed reports though some show in UI)
+        //some not to be sent with record depending on role (i.e. cost and charge in some cases)
+        public decimal? PriceOverride { get; set; }//user entered manually overridden price, if null then ignored in calcs otherwise this *is* the price even if zero
+
+                
+        public string UnitOfMeasureViz { get; set; }//"each", "hour" etc
+        
+        public decimal PriceViz { get; set; }//per unit price used in calcs after discounts or manual price if non-null or just ListPrice if no discount or manual override
+        
+        public decimal NetViz { get; set; }//quantity * price (before taxes line total essentially)
+        
+        public decimal TaxAViz { get; set; }//total amount of taxA
+        
+        public decimal TaxBViz { get; set; }//total amount of taxB
+        
+        public decimal LineTotalViz { get; set; }//line total netViz + taxes
+
+        //workaround for notification        
+        
+        public List<string> Tags { get; set; } = new List<string>();
+        
+        public string Name { get; set; }
+                
+        public long WorkOrderItemId { get; set; }
+    }
+}

AyaNovaQBI/WorkOrderItemOutsideService.cs

@@ -0,0 +1,63 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrderItemOutsideService
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+        public string Notes { get; set; }
+
+        
+        public long UnitId { get; set; }
+        
+        public string UnitViz { get; set; }
+        public long? VendorSentToId { get; set; }
+        
+        public string VendorSentToViz { get; set; }
+        public long? VendorSentViaId { get; set; }
+        
+        public string VendorSentViaViz { get; set; }
+        public string RMANumber { get; set; }
+        public string TrackingNumber { get; set; }
+        
+        public decimal RepairCost { get; set; }
+        
+        public decimal RepairPrice { get; set; }
+        
+        public decimal ShippingCost { get; set; }
+        
+        public decimal ShippingPrice { get; set; }
+        public DateTime? SentDate { get; set; }
+        public DateTime? ETADate { get; set; }
+        public DateTime? ReturnDate { get; set; }
+        public long? TaxCodeId { get; set; }
+        
+        public string TaxCodeViz { get; set; }
+        
+        public decimal CostViz { get; set; }//Total cost shipping + repairs
+        
+        public decimal PriceViz { get; set; }//Total price shipping + repairs
+        
+        public decimal NetViz { get; set; }//=priceViz for standardization not because it's necessary (before taxes line total essentially)
+        
+        public decimal TaxAViz { get; set; }//total amount of taxA
+        
+        public decimal TaxBViz { get; set; }//total amount of taxB
+        
+        public decimal LineTotalViz { get; set; }//line total netViz + taxes
+
+        //workaround for notification        
+        
+        public List<string> Tags { get; set; } = new List<string>();
+        
+        public string Name { get; set; }
+
+        
+        public long WorkOrderItemId { get; set; }
+    }
+}

AyaNovaQBI/WorkOrderItemPart.cs

@@ -0,0 +1,65 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrderItemPart
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+        public string Description { get; set; }
+        public string Serials { get; set; }
+        
+        public long PartId { get; set; }
+        
+        public string PartDescriptionViz { get; set; }
+        
+        public string PartNameViz { get; set; }
+        
+        public string UpcViz { get; set; }
+        
+        public long PartWarehouseId { get; set; }
+        
+        public string PartWarehouseViz { get; set; }
+        
+        public decimal Quantity { get; set; }
+        public decimal SuggestedQuantity { get; set; }
+        public long? TaxPartSaleId { get; set; }
+        
+        public string TaxCodeViz { get; set; }
+
+        //NOTE: part prices are volatile and expected to be frequently edited so snapshotted when newly added unlike other things like rates etc that are protected from change
+        public decimal Cost { get; set; }//cost from source record (e.g. serviceRate) or zero if no cost entered       
+        public decimal ListPrice { get; set; }//List price from source record (e.g. serviceRate) or zero if no cost entered
+
+        //Standard pricing fields (mostly to support printed reports though some show in UI)
+        //some not to be sent with record depending on role (i.e. cost and charge in some cases)
+        public decimal? PriceOverride { get; set; }//user entered manually overridden price, if null then ignored in calcs otherwise this *is* the price even if zero
+
+
+        
+        public string UnitOfMeasureViz { get; set; }//"each", "hour" etc
+        
+        public decimal PriceViz { get; set; }//per unit price used in calcs after discounts or manual price if non-null or just ListPrice if no discount or manual override
+        
+        public decimal NetViz { get; set; }//quantity * price (before taxes line total essentially)
+        
+        public decimal TaxAViz { get; set; }//total amount of taxA
+        
+        public decimal TaxBViz { get; set; }//total amount of taxB
+        
+        public decimal LineTotalViz { get; set; }//line total netViz + taxes
+
+        //workaround for notification        
+        
+        public List<string> Tags { get; set; } = new List<string>();
+        
+        public string Name { get; set; }
+
+        
+        public long WorkOrderItemId { get; set; }
+    }
+}

AyaNovaQBI/WorkOrderItemTravel.cs

@@ -0,0 +1,61 @@
+using System;
+using System.Collections.Generic;
+using System.Linq;
+using System.Text;
+using System.Threading.Tasks;
+
+namespace AyaNovaQBI
+{
+    internal class WorkOrderItemTravel
+    {
+        public long Id { get; set; }
+        public uint Concurrency { get; set; }
+
+        public long? UserId { get; set; }
+        
+        public string UserViz { get; set; }
+        public DateTime? TravelStartDate { get; set; }
+        public DateTime? TravelStopDate { get; set; }
+        public long? TravelRateId { get; set; }
+        
+        public string TravelRateViz { get; set; }
+        public string TravelDetails { get; set; }
+        public decimal TravelRateQuantity { get; set; }
+        public decimal NoChargeQuantity { get; set; }
+        //public long? ServiceBankId { get; set; }
+        public long? TaxCodeSaleId { get; set; }
+        
+        public string TaxCodeViz { get; set; }
+        public decimal Distance { get; set; }
+
+
+        //Standard pricing fields (mostly to support printed reports though some show in UI)
+        //some not to be sent with record depending on role (i.e. cost and charge in some cases)
+        public decimal? PriceOverride { get; set; }//user entered manually overridden price, if null then ignored in calcs otherwise this *is* the price even if zero
+        
+        public decimal CostViz { get; set; }//cost from source record (e.g. serviceRate) or zero if no cost entered
+        
+        public decimal ListPriceViz { get; set; }//List price from source record (e.g. serviceRate) or zero if no cost entered
+        
+        public string UnitOfMeasureViz { get; set; }//"each", "hour" etc
+        
+        public decimal PriceViz { get; set; }//per unit price used in calcs after discounts or manual price if non-null or just ListPrice if no discount or manual override
+        
+        public decimal NetViz { get; set; }//quantity * price (before taxes line total essentially)
+        
+        public decimal TaxAViz { get; set; }//total amount of taxA
+        
+        public decimal TaxBViz { get; set; }//total amount of taxB
+        
+        public decimal LineTotalViz { get; set; }//line total netViz + taxes
+
+        //workaround for notification        
+        
+        public List<string> Tags { get; set; } = new List<string>();
+        
+        public string Name { get; set; }
+
+        
+        public long WorkOrderItemId { get; set; }
+    }
+}

AyaNovaQBI/util.cs

@@ -5654,6 +5654,314 @@ namespace AyaNovaQBI
 
         #endregion export to quickbooks
 
+
+
+        #region Workorder mismatch scanning
+
+        public enum MisMatchReason
+        {
+            NotLinkedToQB = 0,
+            PriceDifferent = 1,
+            NothingToInvoice = 2
+
+        }
+        /// <summary>
+        /// Mismatch properties
+        /// A structure for storing mismatches identified
+        ///so user can resolve them.
+        /// </summary>		
+        public class MisMatch
+        {
+            //public Guid WorkorderID;
+            public long ObjectId { get; set; }
+            public AyaType ObjectType { get; set; }
+            public string Name { get; set; }
+            public MisMatchReason mReason { get; set; }
+            public decimal AyaPrice { get; set; }
+            public decimal QBPrice { get; set; }
+            public long WorkorderItemPartId { get; set; }
+            public string QBListID { get; set; }
+
+        }
+
+
+        /// <summary>
+        /// Given a workorder ID
+        /// scans the objects in the workorder
+        /// that need to be linked to QB for invoicing
+        /// and on any error found adds them to the 
+        /// mismatched object array list
+        /// </summary>
+        /// <param name="WorkorderID">Id of workorder being scanned</param>
+        /// <param name="MisMatches">An list of mismatch objects</param>
+        /// <param name="PriceOverrides">An list of id values of workorderitemparts that have been set by 
+        /// user to forcibly use the price set on the workorderitem part even though
+        /// it differs from the quickbooks price</param>
+        /// <returns>True if all links ok, false if there are any mismatches at all</returns>
+        public static bool ScanLinksOK(long WorkorderID, List<MisMatch> MisMatches, List<long> PriceOverrides)
+        {
+            bool bReturn = true;
+            bool bSomethingToInvoice = false;
+
+
+            Workorder w = Workorder.GetItem(WorkorderID);
+
+            //Client ok?
+            if (!QBIntegration.Items.Any(z=>z.AType==AyaType.Customer && z.ObjectId==w.CustomerId))
+            {
+                bReturn = false;
+                AddMisMatch(AyaClientList[w.ClientID].Name, w.ClientID, AyaType.Customer, MisMatchReason.NotLinkedToQB, MisMatches);
+            }
+
+            //Service rates:
+            foreach (WorkorderItem wi in w.WorkorderItems)
+            {
+                #region Labor
+                foreach (WorkorderItemLabor wl in wi.Labors)
+                {
+
+                    //If there's *any* labor then there is something to invoice
+                    bSomethingToInvoice = true;
+
+                    //Check that rate isn't actually guid.empty 
+                    //it's possible that some users have not selected a rate on the workorder
+                    if (wl.ServiceRateID == Guid.Empty)
+                        throw new System.ApplicationException("ERROR: Workorder " + w.WorkorderService.ServiceNumber.ToString() + " has a labor item with no rate selected\r\n" +
+                            "This is a serious problem for QBI and needs to be rectified before QBI can be used.\r\n");
+
+                    if (!QBI.Maps.Contains(wl.ServiceRateID))
+                    {
+                        bReturn = false;
+                        AddMisMatch(AyaRateList[wl.ServiceRateID].Name, wl.ServiceRateID, RootObjectTypes.Rate, MisMatchReason.NotLinkedToQB, MisMatches);
+
+                    }
+
+                }
+                #endregion
+
+                #region Travel
+                foreach (WorkorderItemTravel wt in wi.Travels)
+                {
+                    //If there's *any* travel then there is something to invoice
+                    bSomethingToInvoice = true;
+
+                    //Check that rate isn't actually guid.empty 
+                    //it's possible that some users have not selected a rate on the workorder
+                    if (wt.TravelRateID == Guid.Empty)
+                        throw new System.ApplicationException("ERROR: Workorder " + w.WorkorderService.ServiceNumber.ToString() + " has a travel item with no rate selected\r\n" +
+                            "This is a serious problem for QBI and needs to be rectified before QBI can be used.\r\n");
+
+                    if (!QBI.Maps.Contains(wt.TravelRateID))
+                    {
+                        bReturn = false;
+                        AddMisMatch(AyaRateList[wt.TravelRateID].Name, wt.TravelRateID, RootObjectTypes.Rate, MisMatchReason.NotLinkedToQB, MisMatches);
+
+                    }
+
+                }
+                #endregion
+
+                #region Parts
+                foreach (WorkorderItemPart wp in wi.Parts)
+                {
+                    //If there's *any* parts then there is something to invoice
+                    bSomethingToInvoice = true;
+
+                    //Changed: 14-Nov-2006 to check that linked item id exists in qb
+                    if (!QBI.Maps.Contains(wp.PartID) || QBItems.Rows.Find(QBI.Maps[wp.PartID].ForeignID) == null)
+                    {
+                        bReturn = false;
+                        //Changed: 21-June-2006 to use display formatted name
+                        AddMisMatch(AyaPartList[wp.PartID].DisplayName(Util.GlobalSettings.DefaultPartDisplayFormat), wp.PartID, RootObjectTypes.Part, MisMatchReason.NotLinkedToQB, MisMatches);
+
+                    }
+                    else
+                    {
+                        //check the price
+                        if (!PriceOverrides.Contains(wp.ID))
+                        {
+
+                            decimal qbPrice = (decimal)QBItems.Rows.Find(QBI.Maps[wp.PartID].ForeignID)["Price"];
+
+                            //------------DISCOUNT-----------------
+                            string disco = "";
+                            //Added:20-July-2006 to incorporate discounts on parts into qb invoice
+                            decimal charge;
+
+                            //Changed: 18-Nov-2006 CASE 158
+                            //this is all wrong, it was multiplying price by quantity to calculate charge when it shouldn't
+                            //removed quanty * price in next line to just price                            
+                            charge = decimal.Round(wp.Price, 2, MidpointRounding.AwayFromZero);
+                            charge = charge - (decimal.Round(charge * wp.Discount, 2, MidpointRounding.AwayFromZero));
+                            if (wp.Discount != 0)
+                            {
+                                disco = " (Price " + wp.Price.ToString("c") + " discounted on workorder " + wp.Discount.ToString("p") + ") \r\n";
+                            }
+
+                            //-----------------------------
+
+                            //It's a match, let's see if the price matches as well
+                            if (charge != qbPrice)
+                            {
+                                bReturn = false;
+                                AddMisMatch("WO: " + w.WorkorderService.ServiceNumber.ToString() + disco + " Part: " + AyaPartList[wp.PartID].DisplayName(Util.GlobalSettings.DefaultPartDisplayFormat),//Changed: 21-June-2006 to use display formatted name
+                                    wp.PartID, RootObjectTypes.Part, MisMatchReason.PriceDifferent, MisMatches, qbPrice, charge, wp.ID,
+                                    QBI.Maps[wp.PartID].ForeignID);
+
+                            }
+                        }
+                    }
+
+                }
+                #endregion
+
+                #region Outside service charges
+
+                if (wi.HasOutsideService)
+                {
+                    if (wi.OutsideService.RepairPrice != 0 || wi.OutsideService.ShippingPrice != 0)
+                    {
+                        bSomethingToInvoice = true;
+                        //there is something billable, just need to make sure
+                        //that there is a QB charge defined for outside service
+                        if (QDat.OutsideServiceChargeAs == null ||
+                            QDat.OutsideServiceChargeAs == "" ||
+                            !QBItems.Rows.Contains(QDat.OutsideServiceChargeAs))
+                        {
+                            bReturn = false;
+                            AddMisMatch("Outside service", Guid.Empty, RootObjectTypes.WorkorderItemOutsideService, MisMatchReason.NotLinkedToQB, MisMatches);
+
+                        }
+                    }
+                }
+                #endregion
+
+                #region Workorder item loan charges
+
+                if (wi.HasLoans)
+                {
+                    foreach (WorkorderItemLoan wil in wi.Loans)
+                    {
+
+                        if (wil.Charges != 0)
+                        {
+                            //case 772
+                            bSomethingToInvoice = true;
+
+                            //there is something billable, just need to make sure
+                            //that there is a QB charge defined for loaned item charges
+                            if (QDat.WorkorderItemLoanChargeAs == null ||
+                                QDat.WorkorderItemLoanChargeAs == "" ||
+                                !QBItems.Rows.Contains(QDat.WorkorderItemLoanChargeAs))
+                            {
+                                bReturn = false;
+                                AddMisMatch("Workorder item loan", Guid.Empty, RootObjectTypes.WorkorderItemLoan, MisMatchReason.NotLinkedToQB, MisMatches);
+                                break;
+
+                            }
+                        }
+                    }
+                }
+                #endregion
+
+                #region Workorder item misc expenses
+
+                if (wi.HasExpenses)
+                {
+                    foreach (WorkorderItemMiscExpense wie in wi.Expenses)
+                    {
+
+
+                        if (wie.ChargeToClient)
+                        {
+                            bSomethingToInvoice = true;
+                            //there is something billable, just need to make sure
+                            //that there is a QB charge defined for misc expense item charges
+                            if (QDat.MiscExpenseChargeAs == null ||
+                                QDat.MiscExpenseChargeAs == "" ||
+                                !QBItems.Rows.Contains(QDat.MiscExpenseChargeAs))
+                            {
+                                bReturn = false;
+                                AddMisMatch("Workorder item expense", Guid.Empty, RootObjectTypes.WorkorderItemMiscExpense, MisMatchReason.NotLinkedToQB, MisMatches);
+                                break;
+
+                            }
+                        }
+                    }
+                }
+                #endregion
+
+
+            }//workorder items loop
+
+            //If there are no mismatches so far,
+            //maybe it's because it's got nothing to invoice?
+            if (bReturn && !bSomethingToInvoice)
+            {
+                bReturn = false;
+                AddMisMatch("WO: " + w.WorkorderService.ServiceNumber.ToString() + " - Nothing chargeable on it, will not be invoiced",
+                    Guid.Empty, RootObjectTypes.Nothing, MisMatchReason.NothingToInvoice, MisMatches);
+
+            }
+
+            return bReturn;
+
+
+        }
+
+
+
+        private static void AddMisMatch(string Name, Guid RootObjectID, RootObjectTypes RootObjectType, MisMatchReason Reason, ArrayList Mismatches)
+        {
+            AddMisMatch(Name, RootObjectID, RootObjectType, Reason, Mismatches, 0m, 0m, Guid.Empty, "");
+        }
+
+        private static void AddMisMatch(string Name, Guid RootObjectID, RootObjectTypes RootObjectType,
+            MisMatchReason Reason, ArrayList Mismatches, decimal QBPrice, decimal AyaPrice, Guid WorkorderItemPartID, string QBListID)
+        {
+            bool bDuplicate = false;
+            //scan through list of existing mismatches, 
+            //only add a not linked item if it's 
+            //not there already
+            //other types of mismatches need to be added because
+            //they need to be resolved on a case by case basis or are unresolvable
+            if (Reason == MisMatchReason.NotLinkedToQB)
+            {
+
+                foreach (object o in Mismatches)
+                {
+                    MisMatch m = (MisMatch)o;
+                    //Have to check ID and type here because for outside service
+                    //and loans and misc expenses the id is always empty so type is
+                    //the only way to differentiate
+                    if (m.RootObjectID == RootObjectID && m.ObjectType == RootObjectType)
+                    {
+                        bDuplicate = true;
+                        break;
+                    }
+                }
+            }
+
+            if (!bDuplicate)
+            {
+                MisMatch m = new MisMatch();
+                m.mName = Name;
+                m.mRootObjectID = RootObjectID;
+                m.mObjectType = RootObjectType;
+                m.mReason = Reason;
+                m.mAyaPrice = AyaPrice;
+                m.mQBPrice = QBPrice;
+                m.mWorkorderItemPartID = WorkorderItemPartID;
+                m.mQBListID = QBListID;
+                Mismatches.Add(m);
+
+            }
+        }
+
+
+        #endregion wo_mismatch_scan
+
+
         #endregion qbi stuff (anything not api)
 
         #region general utils