Files
ravenqbi/AyaNovaQBI/util.cs
2022-07-11 22:27:39 +00:00

6798 lines
274 KiB
C#

using Interop.QBFC15;
using Newtonsoft.Json.Linq;
using System;
using System.Collections;
using System.Collections.Generic;
using System.Data;
using System.Linq;
using System.Net.Http;
using System.Net.Http.Headers;
using System.Text;
using System.Text.RegularExpressions;
using System.Threading.Tasks;
using System.Windows.Forms;
namespace AyaNovaQBI
{
public class util
{
#region API stuff
public static Guid QBI_INTEGRATION_ID
{
get { return new Guid("{82CD3609-4601-4C1A-9633-7836F92D2D06}"); }
}
public const string TEST_ROUTE = "notify/hello";
public const string API_BASE_ROUTE = "api/v8/";
private const int MAX_TRIES = 3;//max times to retry an api call before giving up
private const int API_RETRY_DELAY = 3000;//pause in ms before retrying api call
public static int HTTPCLIENT_TIMEOUT_SECONDS = 100;//changed by the setting in ops anyway, just a in-case sensible default here
public static HttpClient client = null;
//url once known to be good
internal static string ApiBaseUrl { get; set; }
//auth processes url for api and this is the best guess as to the client url to use for notification / help links etc
internal static string GuessClientUrl { get; set; }
internal static string JWT { get; set; }
// internal static long AyaNovaUserId { get; set; } //probably don't need this, if I do then some code will need to be added to decode the JWT or at the server to get my currently logged in USER ID
internal static string AyaNovaUserName { get; set; }
internal static AuthorizationRoles AyaNovaUserRoles { get; set; }
internal static UserType AyaNovaUserType { get; set; }
internal static AyaNovaLicense ALicense { get; set; } = null;
internal static Integration QBIntegration { get; set; } = null;
internal static QBIIntegrationData QDat { get; set; } = null;
internal static bool LOG_AVAILABLE { get; set; } = false;
internal static bool USE_INVENTORY { get; set; } = false;
public static void InitClient()
{
if (client != null)
{
client.Dispose();
client = null;
}
client = new HttpClient();
client.Timeout = TimeSpan.FromSeconds(HTTPCLIENT_TIMEOUT_SECONDS);
}
/// <summary>
/// Only a return value of "OK" is ok
/// </summary>
/// <param name="serverUrl"></param>
/// <returns></returns>
public static async Task<string> InitAndConfirmAddressAsync(string serverUrl)
{
ApiBaseUrl = serverUrl;
InitClient();
try
{
// TimeSpan tsDefault = client.Timeout;
// client.Timeout = new TimeSpan(0, 0, 20);
HttpResponseMessage response = await client.GetAsync(serverUrl + TEST_ROUTE);
// client.Timeout = tsDefault;
if (response.IsSuccessStatusCode)
return "OK";
else
return $"Failed: {response.StatusCode.ToString()}";
}
catch (Exception ex)
{
while (ex.InnerException != null)
ex = ex.InnerException;
return $"Failed exception: \r\n{ex.Message}";
}
}
public static async Task<bool> AuthenticateAsync(string login, string password = null)
{
InitClient();
if (password == null)
password = login;
dynamic creds = new JObject();
creds.login = login;
creds.password = password;
var requestMessage = new HttpRequestMessage(HttpMethod.Post, ApiBaseUrl + "auth");
requestMessage.Content = new StringContent(creds.ToString(), System.Text.Encoding.UTF8, "application/json");
HttpResponseMessage response;
try
{
response = await client.SendAsync(requestMessage);
}
catch (HttpRequestException ex)
{
var Err = ex.Message;
var InnerErr = "";
if (ex.InnerException != null)
InnerErr = ex.InnerException.Message;
throw new Exception($"Authentication error, route: AUTH\r\nError:{Err}\r\nInner error:{InnerErr}");
}
var a = new ApiResponse() { HttpResponse = response, ObjectResponse = Parse(await response.Content.ReadAsStringAsync()) };
if (response.IsSuccessStatusCode)
{
bool tfa = a.ObjectResponse["data"]["tfa"].Value<bool>();
if (tfa == true)
{
//Get temp token from response
var tempToken = a.ObjectResponse["data"]["tt"].Value<string>();
//get 2fa code and send it in
do
{
tfa t = new tfa();
if (t.ShowDialog() == System.Windows.Forms.DialogResult.Cancel) return false;
string tfaPin = t.TFAPin;
dynamic tfaCreds = new JObject();
tfaCreds.pin = tfaPin;
tfaCreds.tempToken = tempToken;
try
{
var tfaResponse = await TryPostAsync("auth/tfa-authenticate", tfaCreds.ToString(Newtonsoft.Json.Formatting.None));//trypost is no delay
if (ProcessLoginResponse(tfaResponse)) return true;
}
catch (Exception ex)
{
if (!ex.Message.Contains("2003"))//if not an authentication error (bad pin) then throw it back up for display
throw ex;
//otherwise eat it and let them re-enter the pin again to mirror how ayanova web client works
}
} while (true);
}
else
{
return ProcessLoginResponse(a);
}
}
else
{
if (a.ObjectResponse != null && a.ObjectResponse.ContainsKey("error"))
{
var errCode = a.ObjectResponse["error"]["code"].Value<string>();
if (errCode.Contains("2003")) return false;//simple authentication error
//some other error, possibly expired ayanova license etc, show it so it's clear why the login failed so they known it's not a creds issue
var errMessage = a.ObjectResponse["error"]["message"].Value<string>();
throw new Exception($"Code: {errCode} - {errMessage}");
}
return false;
}
}
private static bool ProcessLoginResponse(ApiResponse a)
{
if (a.ObjectResponse == null) return false;
if (!a.HttpResponse.IsSuccessStatusCode)
{
return false;
}
if (a.ObjectResponse["data"]["l"].Value<bool>())//license lockout
{
throw new Exception("Server login from QBI is disabled due to AyaNova license issue");
}
JWT = a.ObjectResponse["data"]["token"].Value<string>();
AyaNovaUserName = a.ObjectResponse["data"]["name"].Value<string>();
AyaNovaUserRoles = (AuthorizationRoles)(int.Parse(a.ObjectResponse["data"]["roles"].Value<string>()));
AyaNovaUserType = (UserType)(int.Parse(a.ObjectResponse["data"]["usertype"].Value<string>()));
return true;
}
public static async Task<ApiResponse> GetAsync(string route)
{
Exception FirstException = null;
for (int x = 0; x < MAX_TRIES; x++)
{
try
{
return await TryGetAsync(route);
}
catch (Exception ex)
{
if (FirstException == null)
FirstException = ex;
}
await Task.Delay(API_RETRY_DELAY);
}
//no luck re-throw the exception
throw new Exception($"API call failed after {MAX_TRIES.ToString()} attempts", FirstException);
}
private static async Task<ApiResponse> TryGetAsync(string route)
{
var requestMessage = new HttpRequestMessage(HttpMethod.Get, ApiBaseUrl + route);
if (!string.IsNullOrWhiteSpace(JWT))
requestMessage.Headers.Authorization = new AuthenticationHeaderValue("Bearer", JWT);
HttpResponseMessage response = null;
try
{
response = await client.SendAsync(requestMessage);
}
catch (HttpRequestException ex)
{
var Err = ex.Message;
var InnerErr = "";
if (ex.InnerException != null)
InnerErr = ex.InnerException.Message;
throw new Exception($"GET error, route: {route}\r\nError:{Err}\r\nInner error:{InnerErr}\r\nStack:{ex.StackTrace}");
}
var responseAsString = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
{
throw new Exception($"GET error, code: {(int)response.StatusCode}, route: {route}\r\n{responseAsString}\r\n{response.ReasonPhrase}");
}
else
return new ApiResponse() { HttpResponse = response, ObjectResponse = Parse(responseAsString) };
}
public static async Task<ApiResponse> PostAsync(string route, dynamic d)
{
Exception FirstException = null;
for (int x = 0; x < MAX_TRIES; x++)
{
try
{
return await TryPostAsync(route, d.ToString(Newtonsoft.Json.Formatting.None));
}
catch (Exception ex)
{
if (FirstException == null)
FirstException = ex;
}
await Task.Delay(API_RETRY_DELAY);
}
//no luck re-throw the exception
throw new Exception($"API call failed after {MAX_TRIES.ToString()} attempts", FirstException);
}
public static async Task<ApiResponse> PostAsync(string route, string s = null)
{
Exception FirstException = null;
for (int x = 0; x < MAX_TRIES; x++)
{
try
{
return await TryPostAsync(route, s);
}
catch (Exception ex)
{
if (FirstException == null)
FirstException = ex;
}
await Task.Delay(API_RETRY_DELAY);
}
//no luck re-throw the exception
throw new Exception($"API call failed after {MAX_TRIES.ToString()} attempts", FirstException);
}
internal static async Task<ApiResponse> TryPostAsync(string route, string postJson = null)
{
var requestMessage = new HttpRequestMessage(HttpMethod.Post, ApiBaseUrl + route);
if (!string.IsNullOrWhiteSpace(JWT))
requestMessage.Headers.Authorization = new AuthenticationHeaderValue("Bearer", JWT);
if (!string.IsNullOrWhiteSpace(postJson))
requestMessage.Content = new StringContent(postJson, System.Text.Encoding.UTF8, "application/json");
HttpResponseMessage response = null;
try
{
response = await client.SendAsync(requestMessage);
}
catch (HttpRequestException ex)
{
var Err = ex.Message;
var InnerErr = "";
if (ex.InnerException != null)
InnerErr = ex.InnerException.Message;
throw new Exception($"POST error, route: {route}\r\nError:{Err}\r\nInner error:{InnerErr}\r\nStack:{ex.StackTrace}\r\nPOSTED OBJECT:\r\n{postJson}");
}
var responseAsString = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
{
if (string.IsNullOrWhiteSpace(postJson))
postJson = "n/a";
throw new Exception($"POST error, code: {(int)response.StatusCode}, route: {route}\r\n{responseAsString}\r\n{response.ReasonPhrase}\r\nPOSTED OBJECT:\r\n{postJson}");
}
else
return new ApiResponse() { HttpResponse = response, ObjectResponse = Parse(responseAsString) };
}
/// <summary>
///
/// </summary>
/// <param name="jsonString"></param>
/// <returns></returns>
public static JObject Parse(string jsonString)
{
if (string.IsNullOrWhiteSpace(jsonString))
{
return null;
}
return JObject.Parse(jsonString);
}
public static long IdFromResponse(ApiResponse a)
{
return a.ObjectResponse["data"]["id"].Value<long>();
}
public static uint CTokenFromResponse(ApiResponse a)
{
return a.ObjectResponse["data"]["concurrency"].Value<uint>();
}
public static async Task<ApiResponse> PutAsync(string route, dynamic d)
{
Exception FirstException = null;
for (int x = 0; x < MAX_TRIES; x++)
{
try
{
return await TryPutAsync(route, d.ToString(Newtonsoft.Json.Formatting.None));
}
catch (Exception ex)
{
if (FirstException == null)
FirstException = ex;
}
await Task.Delay(API_RETRY_DELAY);
}
//no luck re-throw the exception
throw new Exception($"API call failed after {MAX_TRIES.ToString()} attempts", FirstException);
}
public static async Task<ApiResponse> PutAsync(string route, string s = null)
{
Exception FirstException = null;
for (int x = 0; x < MAX_TRIES; x++)
{
try
{
return await TryPutAsync(route, s);
}
catch (Exception ex)
{
if (FirstException == null)
FirstException = ex;
}
await Task.Delay(API_RETRY_DELAY);
}
//no luck re-throw the exception
throw new Exception($"API call failed after {MAX_TRIES.ToString()} attempts", FirstException);
}
public static async Task<ApiResponse> PutAsync(string route)
{
Exception FirstException = null;
for (int x = 0; x < MAX_TRIES; x++)
{
try
{
return await TryPutAsync(route);
}
catch (Exception ex)
{
if (FirstException == null)
FirstException = ex;
}
await Task.Delay(API_RETRY_DELAY);
}
//no luck re-throw the exception
throw new Exception($"API call failed after {MAX_TRIES.ToString()} attempts", FirstException);
}
public static async Task<ApiResponse> TryPutAsync(string route, string putJson = null)
{
var requestMessage = new HttpRequestMessage(HttpMethod.Put, ApiBaseUrl + route);
if (!string.IsNullOrWhiteSpace(JWT))
requestMessage.Headers.Authorization = new AuthenticationHeaderValue("Bearer", JWT);
if (!string.IsNullOrWhiteSpace(putJson))
requestMessage.Content = new StringContent(putJson, System.Text.Encoding.UTF8, "application/json");
HttpResponseMessage response = null;
try
{
response = await client.SendAsync(requestMessage);
}
catch (HttpRequestException ex)
{
var Err = ex.Message;
var InnerErr = "";
if (ex.InnerException != null)
InnerErr = ex.InnerException.Message;
throw new Exception($"PUT error, route: {route}\r\nError:{Err}\r\nInner error:{InnerErr}\r\nStack:{ex.StackTrace}\r\nPOSTED OBJECT:\r\n{putJson}");
}
var responseAsString = await response.Content.ReadAsStringAsync();
if (!response.IsSuccessStatusCode)
{
if (string.IsNullOrWhiteSpace(putJson))
putJson = "n/a";
throw new Exception($"PUT error, code: {(int)response.StatusCode}, route: {route}\r\n{responseAsString}\r\n{response.ReasonPhrase}\r\nPUT OBJECT:\r\n{putJson}");
}
else
return new ApiResponse() { HttpResponse = response, ObjectResponse = Parse(responseAsString) };
}
public class ApiResponse
{
public HttpResponseMessage HttpResponse { get; set; }
public JObject ObjectResponse { get; set; }
public string CompactResponse
{
get
{
return ObjectResponse.ToString(Newtonsoft.Json.Formatting.None);
}
}
}
#endregion
#region QB STUFF
public static string QCountry = "US";
public static double QVersion = 1.1;
public static string QCompanyFile = "";
public static string QCompanyName = "";
public static string sLastRequestXML = "";
public enum pfstat
{
OK = 0,
Failed = 1,
Cancel = 2
}
/*
██╗███╗ ██╗██╗████████╗██╗ █████╗ ██╗ ██╗███████╗███████╗
██║████╗ ██║██║╚══██╔══╝██║██╔══██╗██║ ██║╚══███╔╝██╔════╝
██║██╔██╗ ██║██║ ██║ ██║███████║██║ ██║ ███╔╝ █████╗
██║██║╚██╗██║██║ ██║ ██║██╔══██║██║ ██║ ███╔╝ ██╔══╝
██║██║ ╚████║██║ ██║ ██║██║ ██║███████╗██║███████╗███████╗
╚═╝╚═╝ ╚═══╝╚═╝ ╚═╝ ╚═╝╚═╝ ╚═╝╚══════╝╚═╝╚══════╝╚══════╝
*/
public static async Task<bool> InitializeQBI(StringBuilder initErrors)
{
//LOGIN to v8 first
auth d = new auth();
if (d.ShowDialog() == System.Windows.Forms.DialogResult.Cancel)
return false;
//ACCOUNTING ROLE?
if (!AyaNovaUserRoles.HasFlag(AuthorizationRoles.Accounting))
{
initErrors.AppendLine($"User must have the \"Accounting\" Role to use QBI\r\n");
return false;
}
//LICENSED?
var r = await GetAsync("license");
ALicense = r.ObjectResponse["data"]["license"].ToObject<AyaNovaLicense>();
//UNEXPIRED AYANOVA LICENSE?
if (ALicense.licenseWillExpire && ALicense.licenseExpiration < DateTime.UtcNow)
{
initErrors.AppendLine($"AyaNova license has expired {ALicense.licenseExpiration.ToLocalTime().ToString("g")}");
return false;
}
//QBI LICENSED?
if (ALicense.features.FirstOrDefault(z => z.Feature == "QBI") == null)
{
initErrors.AppendLine("QBI not licensed");
return false;
}
//BUILD DATE VERSION ALLOWED?
if (ALicense.maintenanceExpiration < Timestamp.BuildAt)
{
initErrors.AppendLine($"NOT LICENSED!\r\n\r\nThis QBI plugin was built {Timestamp.BuildAt.ToString("g")}\r\nbut the licensed support and updates subscription has ended on {ALicense.maintenanceExpiration.ToLocalTime().ToString("g")}\r\n\r\nDowngrade back to your previous licensed QBI version or\r\npurchase a support and updates subscription to continue using this version of QBI.");
return false;
}
//PFC - integration object check (fetch or create if not present)
if (!await IntegrationCheck(initErrors))
return false;
LOG_AVAILABLE = true;
//PFC - get global setttings for use inventory and others await window.$gz.api.get("global-biz-setting/client");
r = await GetAsync("global-biz-setting/client");
USE_INVENTORY = r.ObjectResponse["data"]["useInventory"].Value<bool>();
//return object for future reference
//var ret = new
//{
// //Actual global settings:
// FilterCaseSensitive = AyaNova.Util.ServerGlobalBizSettings.Cache.FilterCaseSensitive,
// UseInventory = AyaNova.Util.ServerGlobalBizSettings.Cache.UseInventory,
// DefaultTaxPartSaleId = AyaNova.Util.ServerGlobalBizSettings.Cache.TaxPartSaleId,
// DefaultTaxPartPurchaseId = AyaNova.Util.ServerGlobalBizSettings.Cache.TaxPartPurchaseId,
// DefaultTaxRateSaleId = AyaNova.Util.ServerGlobalBizSettings.Cache.TaxRateSaleId,
// WorkOrderTravelDefaultMinutes = AyaNova.Util.ServerGlobalBizSettings.Cache.WorkOrderTravelDefaultMinutes,
// WorkLaborScheduleDefaultMinutes = AyaNova.Util.ServerGlobalBizSettings.Cache.WorkLaborScheduleDefaultMinutes,
// SignatureTitle = AyaNova.Util.ServerGlobalBizSettings.Cache.SignatureTitle,
// SignatureHeader = AyaNova.Util.ServerGlobalBizSettings.Cache.SignatureHeader,
// SignatureFooter = AyaNova.Util.ServerGlobalBizSettings.Cache.SignatureFooter,
// CSRInfoText = AyaNova.Util.ServerGlobalBizSettings.Cache.CustomerServiceRequestInfoText,
// //used to drive UI in case of unlicensed or attention required
// LicenseStatus = AyaNova.Core.License.ActiveKey.Status,
// MaintenanceExpired = AyaNova.Core.License.ActiveKey.MaintenanceExpired,
// ServerDbId = AyaNova.Core.License.ServerDbId,
// Company = AyaNova.Core.License.ActiveKey.RegisteredTo
//};
await IntegrationLog($"PFC: AyaNova user \"{AyaNovaUserName}\" starting QBI session, pre-flight check (PFC) commencing...");
//QB CONNECTION validation and setup
try
{
if (await QBValidate() == pfstat.Cancel)
{
await IntegrationLog("PFC: Unable to validate QuickBooks connection, user selected cancel");
return false;
}
else
{
await IntegrationLog($"PFC: QB Company name= {QCompanyName}, QB Country version={QCountry}, QBVersion={QVersion}, Companyfile={QCompanyFile}");
await PopulateQBListCache();
await PopulateAyaListCache();
//PFC - verify integration mapped objects still exist in QB
if (!await ValidateQuickBooksHasMappedItems(initErrors))
return false;
await IntegrationLog("PFC: QBI initialized and ready for use");
return true;
}
}
catch (Exception ex)
{
initErrors.AppendLine($"QuickBooks connection validation failed before connecting\r\n{ex.Message}");
return false;
}
}
/// <summary>
/// Ensure existance of QBI Integration object
/// </summary>
/// <param name="initErrors"></param>
/// <returns></returns>
public static async Task<bool> IntegrationCheck(StringBuilder initErrors)
{
ApiResponse r = null;
try
{
r = await GetAsync($"integration/exists/{QBI_INTEGRATION_ID}");
if (r.ObjectResponse["data"].Value<bool>() == false)
{
//doesn't exist, need to create it now
QBIntegration = new Integration();
QBIntegration.IntegrationAppId = QBI_INTEGRATION_ID;
QBIntegration.Active = true;
QBIntegration.Name = "QBI - QuickBooks Desktop integration";
QDat = new QBIIntegrationData();
QBIntegration.IntegrationData = Newtonsoft.Json.JsonConvert.SerializeObject(QDat);//default empty integration data object
r = await PostAsync("integration", Newtonsoft.Json.JsonConvert.SerializeObject(QBIntegration));
QBIntegration = r.ObjectResponse["data"].ToObject<Integration>();
await IntegrationLog("AyaNova QBI Integration installed to AyaNova");
}
else
{
//Exists, fetch it check if active then we're done here
r = await GetAsync($"integration/{QBI_INTEGRATION_ID}");
QBIntegration = r.ObjectResponse["data"].ToObject<Integration>();
if (string.IsNullOrWhiteSpace(QBIntegration.IntegrationData))
{
initErrors.AppendLine("QBI Integration data is empty which should not happen normally and indicates corruption of some kind with the QBI setttings data stored in AyaNova.\r\nThe QBI settings should be removed and re-created by deleting the QBI Integration object in AyaNova\r\nSee the Administration section -> Integrations -> QuickBooks Desktop integration record in AyaNova\r\nThis record should be deleted then restart QBI to start setup again and create a fresh QBI integration settings object in AyaNova");
return false;
}
QDat = Newtonsoft.Json.JsonConvert.DeserializeObject<QBIIntegrationData>(QBIntegration.IntegrationData);
if (!QBIntegration.Active)
{
initErrors.AppendLine("QBI Integration is currently deactivated and can not be used\r\nThis setting can be changed in AyaNova in the Administration section -> Integrations -> QuickBooks Desktop integration record\r\nSet to active and save to enable QBI");
return false;
}
}
return true;
}
catch (Exception ex)
{
initErrors.AppendLine("Error fetching QBI Integration object");
initErrors.AppendLine(ex.Message);
initErrors.AppendLine(r.CompactResponse);
return false;
}
}
/// <summary>
/// Ensure mapped items still existing in QuickBooks
/// </summary>
/// <param name="initErrors"></param>
/// <returns></returns>
public static async Task<bool> ValidateQuickBooksHasMappedItems(StringBuilder initErrors)
{
//Missing links table:
DataTable dtTemp = new DataTable();
dtTemp.Columns.Add("MAPID", typeof(long));
dtTemp.Columns.Add("Name", typeof(string));
bool present = true;
List<NameIdItem> BadIntegrationItemIds = new List<NameIdItem>();
foreach (IntegrationItem m in QBIntegration.Items)
{
present = true;
switch (m.AType)
{
case AyaType.Customer:
present = QBClients.Rows.Contains(m.IntegrationItemId);
break;
case AyaType.Vendor:
present = QBVendors.Rows.Contains(m.IntegrationItemId);
break;
case AyaType.ServiceRate:
case AyaType.TravelRate:
case AyaType.Part:
present = QBItems.Rows.Contains(m.IntegrationItemId);
break;
}
if (!present)
BadIntegrationItemIds.Add(new NameIdItem { Name = m.IntegrationItemName, Id = m.Id });
//dtTemp.Rows.Add(new object[] { m.Id, m.AType.ToString() + ": " + m.IntegrationItemName });
}
if (BadIntegrationItemIds.Count > 0)
{
if (BadIntegrationItemIds.Count == QBIntegration.Items.Count)
{
//None of the items mapped match offer to remove them all
#region Nothing matches
await IntegrationLog("PFC: No integration maps match qb database objects!");
DialogResult dr = MessageBox.Show("None of the mapped items in AyaNova were found in the \r\n" +
"Currently open QuickBooks database.\r\n" +
"It's possible you have the wrong database open.\r\n\r\n" +
"Do you want to remove all mappings from AyaNova?", "", MessageBoxButtons.YesNoCancel,
MessageBoxIcon.Exclamation, MessageBoxDefaultButton.Button3);
if (dr == DialogResult.Yes)
{
dr = MessageBox.Show("If you select YES all mappings will be removed from AyaNova.", "", MessageBoxButtons.YesNoCancel,
MessageBoxIcon.Exclamation, MessageBoxDefaultButton.Button3);
if (dr == DialogResult.Yes)
{
await IntegrationLog("PFC: User opted to remove all mappings after double warning.");
QBIntegration.Items.Clear();
await SaveIntegrationObject();
////Exists, fetch it check if active then we're done here
//ApiResponse r = await PostAsync($"integration/{QBI_INTEGRATION_ID}", Newtonsoft.Json.JsonConvert.SerializeObject(QBIntegration));
//QBIntegration = r.ObjectResponse["data"].ToObject<Integration>();
return false;
}
}
#endregion
}
else
{
//some items match so iterate them and offer to delete one by one
await IntegrationLog("PFC: Some integration maps do not match qb database objects");
//foreach (DataRow row in dtTemp.Rows)
foreach (var bi in BadIntegrationItemIds)
{
DialogResult dr = MessageBox.Show("Linked object: " + bi.Name + "\r\n" +
"Is missing or set Inactive in QuickBooks.\r\n\r\nRemove it's link from AyaNova?", "", MessageBoxButtons.YesNoCancel,
MessageBoxIcon.Exclamation, MessageBoxDefaultButton.Button3);
if (dr == DialogResult.Cancel) return false;
if (dr == DialogResult.Yes)
{
//var mapId = (long)row["MAPID"];
var removeItem = QBIntegration.Items.Where(z => z.Id == bi.Id).First();
//TODO: this needs to be a reverse for next loop
bool bResult = QBIntegration.Items.Remove(removeItem);
if (!bResult)
MessageBox.Show("Error attempting to remove unmapped item; it could not be found in the map list");
}
}
await SaveIntegrationObject();
//ApiResponse r = await PostAsync($"integration/{QBI_INTEGRATION_ID}", Newtonsoft.Json.JsonConvert.SerializeObject(QBIntegration));
//QBIntegration = r.ObjectResponse["data"].ToObject<Integration>();
}
}
return true;
}
public static async Task IntegrationLog(string logLine) => await PostAsync("integration/log", Newtonsoft.Json.JsonConvert.SerializeObject(new NameIdItem { Id = QBIntegration.Id, Name = logLine }));
#region Validate User settings are completed and valid
/// <summary>
/// Validate the users preferences
/// if any are missing or invalid prompt for them
/// </summary>
/// <returns></returns>
public static async Task<pfstat> ValidateSettings(bool ForceReset)
{
bool SetEverything = false;
if (ForceReset)
SetEverything = true;
//Display user friendly dialog
//explaining that configuration needs to be set
if (QDat.NothingSet)
{
SetEverything = true;
MessageBox.Show(
"AyaNova QBI has now connected sucessfully to both AyaNova and QuickBooks.\r\n\r\n" +
"The next step is to set preferences for how AyaNova QBI will operate.\r\n\r\n" +
"AyaNova QBI will now step through each setting and get your preference\r\n" +
"in order to integrate AyaNova with QuickBooks.\r\n\r\n" +
"These settings can be changed later.",
"Setup wizard", MessageBoxButtons.OK, MessageBoxIcon.Information);
await IntegrationLog("ValidateSettings: there are no QBI settings made - prompting user for all preferences now");
}
if (ForceReset)
await IntegrationLog("ValidateSettings: forced reset of all QBI settings initiated");
#region confirm company file
ApproveCompanyFile s0 = new ApproveCompanyFile();
s0.QBCompanyName = QCompanyName.Replace("&", "&&");
s0.QBCompanyPath = QCompanyFile;
if (s0.ShowDialog() == DialogResult.Cancel)
{
await IntegrationLog("ValidateSettings: User cancelled when shown company file currently open - " + QCompanyFile);
return pfstat.Cancel;
}
#endregion
#region WO Pre status
//Validate any existing status
if (SetEverything == false && QDat.PreWOStatus != 0)
{
if (AyaWOStatusList.Any(z => z.Id == QDat.PreWOStatus))
goto PRESTATUSOK;
}
else
{
//Empty pre status is valid if not first
//time setup as user can opt for selecting
//workorders of any status
if (SetEverything == false)
goto PRESTATUSOK;
}
//We've arrived here because there is no valid setting for Pre workorder status
//or it's the first time through and needs to be selected on way or another
SetWOStatus s1 = new SetWOStatus();
s1.DialogTitle = "AyaNova QBI setup - Choose billable Workorder Status";
s1.OptionTitle = "Billable workorder status";
s1.OptionDescription = "One of AyaNova QBI's tasks is to look for work orders in AyaNova \r\n" +
"that are ready to be billed out and put them in a list for your selection. \r\n" +
" \r\n" +
"By default QBI will consider work orders that are set to service completed \r\n" +
"and are not closed as it's selection criteria. \r\n" +
" \r\n" +
"In addition, you can further refine the types of work orders that QBI \r\n" +
"considers ready for billing by specifying here a particular workorder Status \r\n" +
"you want to include in addition to the default criteria. ";
s1.SelectedStatus = QDat.PreWOStatus;
s1.PreStatus = true;
if (s1.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.PreWOStatus = s1.SelectedStatus;
PRESTATUSOK:
#endregion
#region WO POST status
//Validate any existing status
if (SetEverything == false && QDat.PostWOStatus != 0)
{
if (AyaWOStatusList.Any(z => z.Id == QDat.PostWOStatus))
goto POSTSTATUSOK;
}
else
{
//Empty post status is valid if not first
//time setup
if (SetEverything == false)
goto POSTSTATUSOK;
}
//We've arrived here because there is no valid setting for POST workorder status
//or it's the first time through and needs to be selected on way or another
s1 = new SetWOStatus();
s1.DialogTitle = "AyaNova QBI setup - Choose post billed Workorder Status";
s1.OptionTitle = "Post billing workorder status";
s1.OptionDescription = "After QBI has billed out a work order, it can change the \r\n" +
"work order status for you automatically if desired.\r\nIt is recommended to set the work order to a locking / closed status after invoicing.";
s1.SelectedStatus = QDat.PostWOStatus;
s1.PreStatus = false;
if (s1.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.PostWOStatus = s1.SelectedStatus;
s1.Dispose();
s1 = null;
POSTSTATUSOK:
#endregion
#region Outside service charge as
//Validate any existing status
if (SetEverything == false && QDat.OutsideServiceChargeAs != null && QDat.OutsideServiceChargeAs != "")
{
if (QBItems.Rows.Contains(QDat.OutsideServiceChargeAs))
goto OUTSIDESERVICECHARGEASOK;
else
{
MessageBox.Show("The QuickBooks Item previously set for invoicing Outside Service items\r\n" +
"No longer appears to be valid. You will next be prompted to re-select a valid \r\n" +
"QuickBooks Item.");
}
}
//We've arrived here because there is no valid setting for OutsideServiceChargeAs
SetQBChargeAs s2 = new SetQBChargeAs();
s2.DialogTitle = "AyaNova QBI setup - Charge outside service as?";
s2.OptionTitle = "Outside service";
s2.OptionDescription = "QBI needs to know what QuickBooks Item you want \r\n" +
"to use when invoicing the AyaNova \"Outside service\" portion of a work order.\r\n\r\n" +
"Outside service is any 3rd party repair that is billable to the customer.\r\n\r\n" +
"This setting is mandatory / required.";
s2.QBItems = QBItems;
s2.SelectedQBItem = QDat.OutsideServiceChargeAs;
if (s2.ShowDialog() == DialogResult.Cancel)
return pfstat.Cancel;
else
QDat.OutsideServiceChargeAs = s2.SelectedQBItem;
s2.Dispose();
s2 = null;
OUTSIDESERVICECHARGEASOK:
#endregion
#region Misc expense charge as
//Validate any existing
if (SetEverything == false && QDat.MiscExpenseChargeAs != null && QDat.MiscExpenseChargeAs != "")
{
goto MISCCHARGEASOK;
}
//We've arrived here because there is no valid setting for Misc expense
s2 = new SetQBChargeAs();
s2.DialogTitle = "AyaNova QBI setup - Charge Misc. Expense as?";
s2.OptionTitle = "Miscellaneous expenses";
s2.OptionDescription = "QBI needs to know what QuickBooks Item you want \r\n" +
"to use when invoicing the AyaNova \"Miscellaneous expense\" portion of a work order.\r\n\r\n" +
"This setting is mandatory / required.";
s2.QBItems = QBItems;
s2.SelectedQBItem = QDat.MiscExpenseChargeAs;
if (s2.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.MiscExpenseChargeAs = s2.SelectedQBItem;
s2.Dispose();
s2 = null;
MISCCHARGEASOK:
#endregion
#region Workorder item loan charge as
//Validate any existing
if (SetEverything == false && QDat.WorkorderItemLoanChargeAs != null && QDat.WorkorderItemLoanChargeAs != "")
{
goto LOANCHARGEASOK;
}
//We've arrived here because there is no valid setting for Misc expense
s2 = new SetQBChargeAs();
s2.DialogTitle = "AyaNova QBI setup - Charge loan item as?";
s2.OptionTitle = "Work order loans";
s2.OptionDescription = "QBI needs to know what QuickBooks Item you want \r\n" +
"to use when invoicing the AyaNova \"Workorder item loan\" portion of a work order.\r\n\r\n" +
"This setting is mandatory / required.";
s2.QBItems = QBItems;
s2.SelectedQBItem = QDat.WorkorderItemLoanChargeAs;
if (s2.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.WorkorderItemLoanChargeAs = s2.SelectedQBItem;
s2.Dispose();
s2 = null;
LOANCHARGEASOK:
#endregion
#region QB Transaction class
//Validate any existing
if (SetEverything == false && !string.IsNullOrWhiteSpace(QDat.TransactionClass))
{
//if something is set but there are no tr classes
//then just clear it and move along
if (QBClasses.Rows.Count == 1)
{
QDat.TransactionClass = TRANSACTION_CLASS_NO_CLASS_SELECTED;//case 3268
goto TRCLASSOK;
}
//Something is set and there *are* tr classes so
//let's validate it...
if (QBClasses.Rows.Contains(QDat.TransactionClass))
goto TRCLASSOK;
else
{
MessageBox.Show("The QuickBooks transaction class previously set for invoicing\r\n" +
"no longer appears to be valid. You will next be prompted to re-select it.");
}
}
//Perhaps there are no transaction classes, this is the default
//if not then don't prompt for it obviously :)
//also if it was empty and were not in first setup mode then
//don't bother prompting it might be the users choice.
//We've arrived here because there is no setting for transaction classes
//but there are some defined in QB
SetQBClass s3 = new SetQBClass();
s3.DialogTitle = "AyaNova QBI setup - Transaction class";
s3.OptionTitle = "Transaction class";
s3.OptionDescription = "QBI needs to know what QuickBooks Transaction Class you want \r\n" +
"to use when invoicing Work orders.\r\n\r\n" +
"If you do not use transaction classes or are not sure what they are\r\n" +
"select < Do not use classes> from the list below. Classes are off by default in QuickBooks.\r\n\r\n" +
"This setting is Optional and not required.";
s3.QBClasses = QBClasses;
if (QBClasses.Rows.Contains(QDat.TransactionClass))
s3.SelectedQBClass = QDat.TransactionClass;
else
s3.SelectedQBClass = TRANSACTION_CLASS_NO_CLASS_SELECTED;
if (s3.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.TransactionClass = s3.SelectedQBClass;
s3.Dispose();
s3 = null;
TRCLASSOK:
#endregion
#region QB InvoiceTemplate
//Templates are only supported in xml 3 or greater (all countries)
//if Set everything (first run) then display a dialog about it
if (QVersion < 3 && SetEverything == true)
{
SetInfoOnly s3a = new SetInfoOnly();
s3a.DialogTitle = "AyaNova QBI setup - Invoice template";
s3a.OptionTitle = "Invoice template - NOT SUPPORTED";
s3a.OptionDescription =
"QBI can use a specific QuickBooks Invoice template for printing work orders.\r\n" +
"However, your version of QuickBooks does not support integrating this \r\n" +
"feature with 3rd party applications such as AyaNova QBI.\r\n" +
"Supported versions of QuickBooks for using Invoice templates with QBI are:\r\n\r\n" +
"U.S., Canadian or U.K. QuickBooks 2004 or newer\r\n\r\n" +
"If you upgrade your QuickBooks in future you will be able to select this option\r\n" +
"for now it is disabled and the default invoice template will be used";
s3a.ShowDialog();
goto TRInvoiceTemplateOK;
}
//Subsequent, non-setup, runs with unsupported version
if (QVersion < 3)
goto TRInvoiceTemplateOK;
//Validate any existing
if (QDat.QBInvoiceTemplate != null && QDat.QBInvoiceTemplate != "")
{
//if something is set but there are no InvoiceTemplates
//then just clear it and move along
if (QBInvoiceTemplates.Rows.Count == 1)
{
QDat.QBInvoiceTemplate = "";
goto TRInvoiceTemplateOK;
}
//Something is set and there *are* tr InvoiceTemplates so
//let's validate it...
if (QBInvoiceTemplates.Rows.Contains(QDat.QBInvoiceTemplate))
{
if (!SetEverything)
goto TRInvoiceTemplateOK;
}
else
{
MessageBox.Show("The QuickBooks Invoice Template previously set for invoicing\r\n" +
"no longer appears to be valid. You will next be prompted to re-select it.");
}
}
//Perhaps there are no InvoiceTemplates, this is the default
//if not then don't prompt for it obviously :)
//also if it was empty and were not in first setup mode then
//don't bother prompting it might be the users choice.
//todo: make something besides and empty string to indicate
//deliberately non selected items
if (QBInvoiceTemplates.Rows.Count == 1 || SetEverything == false)
goto TRInvoiceTemplateOK;
//We've arrived here because there is no setting for InvoiceTemplates
//Or the user want's to change it
//and there are some defined in QB
SetQBInvoiceTemplate s3b = new SetQBInvoiceTemplate();
s3b.DialogTitle = "AyaNova QBI setup - Invoice template";
s3b.OptionTitle = "Invoice template";
s3b.OptionDescription = "QBI needs to know what QuickBooks Invoice template you want \r\n" +
"QBI to set for invoices created from Work orders.\r\n\r\n" +
"QuickBooks Invoice templates are used in QuickBooks to specify different print formats\r\n" +
"for invoices. If you do not use Invoice templates or are not sure what they are\r\n" +
"select < Use default > from the list below.\r\n\r\n" +
"This setting is required.";
s3b.QBInvoiceTemplates = QBInvoiceTemplates;
s3b.SelectedQBInvoiceTemplate = QDat.QBInvoiceTemplate;
if (s3b.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.QBInvoiceTemplate = s3b.SelectedQBInvoiceTemplate;
s3b.Dispose();
s3b = null;
TRInvoiceTemplateOK:
#endregion
#region QB Terms
//Validate any existing
//case 3228 added extra condition set everything is false
if (SetEverything == false && !string.IsNullOrEmpty(QDat.TermsDefault))
{
//if something is set but there are no terms
//then just clear it and move along
if (QBTerms.Rows.Count == 1)
{
QDat.TermsDefault = "";
goto TermsOK;
}
//Something is set and there *are* terms so
//let's validate it...
if (QBTerms.Rows.Contains(QDat.TermsDefault))
{
if (!SetEverything)
goto TermsOK;
}
else
{
MessageBox.Show("The QuickBooks default terms previously set for invoicing\r\n" +
"no longer appears to be valid. You will next be prompted to re-select it.");
}
}
//We've arrived here because there is no setting for Terms
//Or the user want's to change it
//and there are some defined in QB
SetQBTerms termsdialog = new SetQBTerms();
termsdialog.DialogTitle = "AyaNova QBI setup - Customer default invoice terms";
termsdialog.OptionTitle = "Default terms";
termsdialog.OptionDescription = "QBI needs to know what QuickBooks terms you want \r\n" +
"QBI to set for customers imported from AyaNova.\r\n\r\n" +
"When an invoice for a customer is created the selected terms will be applied.\r\n\r\n" +
"This setting is required.";
termsdialog.QBTerms = QBTerms;
termsdialog.SelectedQBTerm = QDat.TermsDefault;
if (termsdialog.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.TermsDefault = termsdialog.SelectedQBTerm;
termsdialog.Dispose();
termsdialog = null;
TermsOK:
#endregion
#region ToBePrinted
//No validation possible
//so prompt only if not setup yet
if (!SetEverything)
{
goto TBPOK;
}
SetToBePrinted s4 = new SetToBePrinted();
s4.DialogTitle = "AyaNova QBI setup - Set invoice to be printed?";
s4.OptionTitle = "Invoice to be printed";
s4.OptionDescription = "QBI needs to know if you want invoices that it creates \r\n" +
"in QuickBooks to be set to \"To be printed\".\r\n\r\n" +
"(Please note that \"To be emailed\" which is available in some\r\n" +
"versions of QuickBooks is not an option at this time as\r\n" +
"QuickBooks has not exposed that property to developers)";
s4.ToBePrinted = QDat.ToBePrinted;
if (s4.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.ToBePrinted = s4.ToBePrinted;
s4.Dispose();
s4 = null;
TBPOK:
#endregion
#region SetMemoField
//No validation possible
//so prompt only if not setup yet
if (!SetEverything)
{
goto SETMEMOOK;
}
SetMemoField s5 = new SetMemoField();
s5.DialogTitle = "AyaNova QBI setup - Set Memo field?";
s5.OptionTitle = "Invoice memo field";
s5.OptionDescription =
"QBI needs to know if you want invoices that it creates \r\n" +
"in QuickBooks to have their \"Memo\" field set with\r\n" +
"information about the work order(s) that were the basis for\r\n" +
"the invoice and the name of the AyaNova user who generated them.\r\n\r\n" +
"This may be useful as a back reference, this setting is optional";
s5.FillMemoField = QDat.SetMemoField;
if (s5.ShowDialog() == DialogResult.Cancel)
{
return pfstat.Cancel;
}
else
QDat.SetMemoField = s5.FillMemoField;
s5.Dispose();
s5 = null;
SETMEMOOK:
#endregion
//#region SetAutoCloseField Case 7
////No validation possible
////so prompt only if not setup yet
//if (!SetEverything)
//{
// goto SETAUTOCLOSEOK;
//}
//SetAutoClose s6 = new SetAutoClose();
//s6.DialogTitle = "AyaNova QBI setup - Close when invoiced?";
//s6.OptionTitle = "Close work order after invoicing";
//s6.OptionDescription =
// "QBI needs to know if you want work orders that it invoices \r\n" +
// "automatically set to closed";
//s6.AutoClose = QDat.AutoClose;
//if (s6.ShowDialog() == DialogResult.Cancel)
//{
// return pfstat.Cancel;
//}
//else
// QDat.AutoClose = s6.AutoClose;
//s6.Dispose();
//s6 = null;
//SETAUTOCLOSEOK:
// #endregion
//Save if changes made
if (QDat.IsDirty)
{
//await IntegrationLog("ValidateSettings: QBI settings modified by user, saving now");
//QBIntegration.IntegrationData = Newtonsoft.Json.JsonConvert.SerializeObject(QDat);
//ApiResponse r = await PutAsync("integration", Newtonsoft.Json.JsonConvert.SerializeObject(QBIntegration));
//QBIntegration.Concurrency = r.ObjectResponse["data"]["concurrency"].Value<uint>();
//////Case 299
////QBI.AIObject = QDat.XMLData;
//////QBI.AIObject=QDat;
////QBI = (Integration)QBI.Save();
//QDat.IsDirty = false;
await SaveIntegrationObject();
}
await IntegrationLog($"ValidateSettings: QBI main integration data that will be used for this session \"{QBIntegration.IntegrationData}\" ");
return pfstat.OK;
}
#endregion validate user settings
#region Integration object persistance
public static async Task SaveIntegrationObject()
{
//NOTE: this put route returns the entire integration object in order to update the concurrency tokens of the items collection
//ensures clean updates and current information
if (QDat.IsDirty)
{
await IntegrationLog("ValidateSettings: QBI settings modified by user, saving now");
QBIntegration.IntegrationData = Newtonsoft.Json.JsonConvert.SerializeObject(QDat);
}
ApiResponse r = await PutAsync("integration", Newtonsoft.Json.JsonConvert.SerializeObject(QBIntegration));
QBIntegration = r.ObjectResponse["data"].ToObject<Integration>();
QDat.IsDirty = false;
}
#endregion integration object persistance
#region PFC QB side
/// <summary>
/// Open QB connection
/// gather info required for future
/// transactions
/// </summary>
public static async Task<pfstat> QBValidate()
{
// We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
bool bConnected = false;
// Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
while (!booSessionBegun)
{
try
{
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
bConnected = true;
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
}
catch (System.Runtime.InteropServices.COMException ex)
{
if (bConnected)
sessionManager.CloseConnection();
if (ex.ErrorCode == -2147220458 || ex.ErrorCode == -2147220472 || ex.Message.Contains("Could not start"))
{
var msg = "QuickBooks doesn't appear to be running on this computer.\r\n" +
"Start QuickBooks and open your company file now before proceeding.";
await IntegrationLog($"PFC: {msg}");
if (MessageBox.Show(
msg,
"AyaNova QBI: Pre flight check",
MessageBoxButtons.RetryCancel, MessageBoxIcon.Information) == DialogResult.Cancel)
{
await IntegrationLog($"PFC: User opted to cancel");
return pfstat.Cancel;
}
await IntegrationLog($"PFC: User opted to retry");
}
else
{
await IntegrationLog($"PFC: QBValidate connect unanticipated exception: {ex.Message}\r\nError code:{ex.ErrorCode.ToString()}");
MessageBox.Show($"{ex.Message}\r\nError code:{string.Format("(HRESULT:0x{0:X8})", ex.ErrorCode)}");
return pfstat.Cancel;
}
}
}
try
{
//Get the country and latest version supported
QVersion = 0;
QCountry = "US";//default
string[] versions = sessionManager.QBXMLVersionsForSession;
double vers = 0;
Regex rxVersion = new Regex("[0-9.,]+", RegexOptions.Multiline | RegexOptions.Compiled);
foreach (string s in versions)
{
if (s.StartsWith("CA") || s.StartsWith("ca"))
{
QCountry = "CA";
}
else if (s.StartsWith("UK") || s.StartsWith("uk"))
{
QCountry = "UK";
}
//case 262
//strip out only numeric bit regardless of what text is in there
//including commas if it's french canadian and using a comma instead of a decimal point
//(the safe to double will handle the comma if present)
string strVersionNumber = rxVersion.Match(s).Value;
vers = SafeToDouble(strVersionNumber);
if (vers > QVersion)
{
QVersion = vers;
}
}
if (QVersion < 6.0)
{
var msg = $"You seem to be running QuickBooks older than 2008\r\nYou must update to 2008 or higher before you can use AyaNova QBI.\r\n\r\n(If you are running QuickBooks 2008 or higher and still getting this error, ensure that you are also using QBFC15 or higher)\r\n\r\nVERSION FOUND = {QVersion}";
await IntegrationLog($"PFC: Failed - {msg}");
CopyableMessageBox cp = new CopyableMessageBox(msg);
cp.ShowDialog();
return pfstat.Failed;
}
//Get the company file to open
QCompanyFile = sessionManager.GetCurrentCompanyFileName();
// if(QCountry=="US")
// {
//Get company data
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ICompanyQuery cq = requestSet.AppendCompanyQueryRq();
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
IResponse response = responseSet.ResponseList.GetAt(0);
if (response.StatusCode != 0)
{
await IntegrationLog($"PFC: Failed Company query:{response.StatusMessage}, {response.StatusCode.ToString()}");
throw new ApplicationException($"PFC: Failed Company query:{response.StatusMessage}, {response.StatusCode.ToString()}");
}
ICompanyRet cl = response.Detail as ICompanyRet;
QCompanyName = ProcessQBString(cl.CompanyName);
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
return pfstat.OK;
}
catch (Exception ex)
{
//MessageBox.Show(ex.Message.ToString() + "\nStack Trace: \n" + ex.StackTrace + "\nExiting the application");
await IntegrationLog($"PFC: Failed with exception:{ex.Message}");
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
#endregion pfc qb side
#region QB Specific utils
/// <summary>
///
/// </summary>
/// <param name="sessionManager"></param>
/// <returns></returns>
public static IMsgSetRequest getLatestMsgSetRequest(QBSessionManager sessionManager)
{
// Find and adapt to supported version of QuickBooks
short qbXMLMajorVer = 0;
short qbXMLMinorVer = 0;
if (QVersion >= 5.0)
{
qbXMLMajorVer = 5;
qbXMLMinorVer = 0;
}
else if (QVersion >= 4.0)
{
qbXMLMajorVer = 4;
qbXMLMinorVer = 0;
}
else if (QVersion >= 3.0)
{
qbXMLMajorVer = 3;
qbXMLMinorVer = 0;
}
else if (QVersion >= 2.0)
{
qbXMLMajorVer = 2;
qbXMLMinorVer = 0;
}
else if (QVersion >= 1.1)
{
qbXMLMajorVer = 1;
qbXMLMinorVer = 1;
}
else
{
qbXMLMajorVer = 1;
qbXMLMinorVer = 0;
throw new System.NotSupportedException("QuickBooks 1.0 (2002 initial release) is not supported, use QuickBooks online update feature now.");
}
// Create the message set request object
IMsgSetRequest requestMsgSet = sessionManager.CreateMsgSetRequest(QCountry, qbXMLMajorVer, qbXMLMinorVer);
return requestMsgSet;
}
/// <summary>
/// Handle null qb string types with "aplomb" :)
/// </summary>
/// <param name="qs"></param>
/// <returns></returns>
private static string ProcessQBString(IQBStringType qs)
{
if (qs == null) return "";
return qs.GetValue();
}
/// <summary>
/// Case 262 addition
/// Convert a string to a double handling french canadian locale
/// , since qb is not locale aware in it's api
/// conversion can fail because .net expects a comma that isn't there
///
/// case 262 redux, changed to use tryparse and explicitly replace comma if present
/// for french canadian versions
///
/// </summary>
/// <param name="s"></param>
/// <returns></returns>
public static double SafeToDouble(string s)
{
if (string.IsNullOrEmpty(s)) return 0;
if (s.Contains(","))
s = s.Replace(",", ".");
double retvalue = 0;
if (!double.TryParse(s, out retvalue))
{
try
{
retvalue = Convert.ToDouble(s, System.Globalization.CultureInfo.InvariantCulture);
}
catch (System.FormatException)
{
CopyableMessageBox cp = new CopyableMessageBox($"SafeToDouble: Can't parse QB string double version number:\r\n[{s}]\r\nPlease copy and send this message to AyaNova tech support at support@ayanova.com");
cp.ShowDialog();
throw new System.ApplicationException($"SafeToDouble: Can't parse QB string double value number: \"{s}\"");
}
}
return retvalue;
}
/// <summary>
/// returns an empty string if passed in value is null or empty
/// else returns Prepend plus passed in string followed by append string
/// </summary>
/// <param name="sPrepend">Text to return to the left of sText</param>
/// <param name="sText">string to return if not null or empty</param>
/// <param name="sAppend">Text to return to the right of sText</param>
/// <returns></returns>
public static string SS(string sPrepend, string sText, string sAppend)
{
if (sText == null)
return "";
if (sText == "")
return "";
return sPrepend + sText + sAppend;
}
#endregion qb specific utils
#region QB API helper methods/ attributes/cached lists
/// <summary>
/// Populate or repopulate the list of
/// </summary>
public static async Task PopulateQBListCache()
{
//Get the cached QB data
Waiting w = new Waiting();
w.Show();
w.Ops = "Reading from QuickBooks...";
w.Step = "Classes";
await PopulateQBClassCacheAsync();
w.Step = "Vendors";
await PopulateQBVendorCacheAsync();
w.Step = "Customers";
await PopulateQBClientCacheAsync();
w.Step = "Items";
await PopulateQBItemCacheAsync();
if (!(QVersion < 3))//qbXML 3.0 or higher (QB 2004 any country or newer)
{
w.Step = "Invoice templates";
await PopulateQBInvoiceTemplatesAsync();
}
//case 632
w.Step = "Accounts";
await PopulateQBAccountCacheAsync();
//case 519
w.Step = "Terms";
await PopulateQBTermsCache();
w.Close();
}
#region QuickBooks "items"
public enum qbitemtype
{
Inventory,
NonInventory,
Service,
OtherCharge,
Assembly
}
private static DataTable _dtQBItems = null;
/// <summary>
/// qb items
/// </summary>
public static DataTable QBItems
{
get
{
return _dtQBItems;
}
}
/// <summary>
/// Given a QB Item ID, return the
/// AyaNova Vendor ID linked to that items
/// QB preferred Vendor ID or
/// 0 on any problem or not found
/// </summary>
/// <param name="QBItemID"></param>
/// <returns></returns>
public static long AyaVendorForQBItem(string QBItemID)
{
if (string.IsNullOrWhiteSpace(QBItemID)) return 0;
DataRow dr = _dtQBItems.Rows.Find(QBItemID);
if (dr == null || dr["VendorID"] == null || dr["VendorID"].ToString() == "") return 0;
DataRow drVendor = _dtQBVendors.Rows.Find(dr["VendorID"].ToString());
if (drVendor == null) return 0;
var item = QBIntegration.Items.FirstOrDefault(z => z.IntegrationItemId == drVendor["ID"].ToString());
if (item == null) return 0;
//Ok we have a matching vendor in the list, return the id of it
return item.ObjectId;
}
/// <summary>
/// Populate the cached qb data
/// billable
/// </summary>
internal static async Task PopulateQBItemCacheAsync()
{
if (_dtQBItems == null)
{
_dtQBItems = new DataTable("QBItems");
//setup the columns
_dtQBItems.Columns.Add("ID", typeof(string));
_dtQBItems.Columns.Add("FullName", typeof(string));
_dtQBItems.Columns.Add("Type", typeof(qbitemtype));
_dtQBItems.Columns.Add("Modified", typeof(DateTime));
_dtQBItems.Columns.Add("Price", typeof(decimal));
_dtQBItems.Columns.Add("Cost", typeof(decimal));
_dtQBItems.Columns.Add("SalesDesc", typeof(string));
_dtQBItems.Columns.Add("ReorderPoint", typeof(decimal));
_dtQBItems.Columns.Add("VendorID", typeof(string));
_dtQBItems.PrimaryKey = new DataColumn[] { _dtQBItems.Columns[0] };
//Case 237
_dtQBItems.DefaultView.Sort = "FullName asc";
}
else
_dtQBItems.Clear();
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IItemQuery ItemQ = requestSet.AppendItemQueryRq();
//Active items only
ItemQ.ORListQuery.ListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//Added: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
if (response.StatusCode > 499)
{
throw new ApplicationException($"{response.StatusMessage} Code: {response.StatusCode}");
}
//Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
if (response.StatusCode == 0)
{
IORItemRetList orItemRetList = response.Detail as IORItemRetList;
if (!(orItemRetList.Count == 0))
{
for (int ndx = 0; ndx <= (orItemRetList.Count - 1); ndx++)
{
IORItemRet orItemRet = orItemRetList.GetAt(ndx);
// IY: The ortype property returns an enum
// of the elements that can be contained in the OR object
switch (orItemRet.ortype)
{
case ENORItemRet.orirItemServiceRet:
{
// orir prefix comes from OR + Item + Ret
IItemServiceRet ItemServiceRet = orItemRet.ItemServiceRet;
IORSalesPurchase sp = ItemServiceRet.ORSalesPurchase;
_dtQBItems.Rows.Add(new object[] {
ItemServiceRet.ListID.GetValue(),
ItemServiceRet.FullName.GetValue(),
qbitemtype.Service,
ItemServiceRet.TimeModified.GetValue(),
PriceGrabber(sp),
CostGrabber(sp),
SalesDescGrabber(sp),
0,
PrefVendorGrabber(sp)
});
}
break;
case ENORItemRet.orirItemInventoryRet:
{
IItemInventoryRet ItemInventoryRet = orItemRet.ItemInventoryRet;
_dtQBItems.Rows.Add(new object[] {
ItemInventoryRet.ListID.GetValue(),
ItemInventoryRet.FullName.GetValue(),
qbitemtype.Inventory,
ItemInventoryRet.TimeModified.GetValue(),
PriceGrabber(ItemInventoryRet.SalesPrice),
PriceGrabber(ItemInventoryRet.PurchaseCost),
ProcessQBString(ItemInventoryRet.SalesDesc),
QuanGrabber(ItemInventoryRet.ReorderPoint),
BaseRefIDGrabber(ItemInventoryRet.PrefVendorRef)
});
}
break;
case ENORItemRet.orirItemNonInventoryRet:
{
IItemNonInventoryRet ItemNonInventoryRet = orItemRet.ItemNonInventoryRet;
_dtQBItems.Rows.Add(new object[] {
ItemNonInventoryRet.ListID.GetValue(),
ItemNonInventoryRet.FullName.GetValue(),
qbitemtype.NonInventory,
ItemNonInventoryRet.TimeModified.GetValue(),
PriceGrabber(ItemNonInventoryRet.ORSalesPurchase),
CostGrabber(ItemNonInventoryRet.ORSalesPurchase),
SalesDescGrabber(ItemNonInventoryRet.ORSalesPurchase),
0,
PrefVendorGrabber(ItemNonInventoryRet.ORSalesPurchase)
});
}
break;
case ENORItemRet.orirItemOtherChargeRet:
{
IItemOtherChargeRet ItemOtherChargeRet = orItemRet.ItemOtherChargeRet;
_dtQBItems.Rows.Add(new object[] {
ItemOtherChargeRet.ListID.GetValue(),
ItemOtherChargeRet.FullName.GetValue(),
qbitemtype.OtherCharge,
ItemOtherChargeRet.TimeModified.GetValue(),
PriceGrabber(ItemOtherChargeRet.ORSalesPurchase),
CostGrabber(ItemOtherChargeRet.ORSalesPurchase),
SalesDescGrabber(ItemOtherChargeRet.ORSalesPurchase),
0,
PrefVendorGrabber(ItemOtherChargeRet.ORSalesPurchase)
});
}
break;
case ENORItemRet.orirItemInventoryAssemblyRet:
{
IItemInventoryAssemblyRet ItemInventoryAssemblyRet = orItemRet.ItemInventoryAssemblyRet;
_dtQBItems.Rows.Add(new object[] {
ItemInventoryAssemblyRet.ListID.GetValue(),
ItemInventoryAssemblyRet.FullName.GetValue(),
qbitemtype.Assembly,
ItemInventoryAssemblyRet.TimeModified.GetValue(),
PriceGrabber(ItemInventoryAssemblyRet.SalesPrice),
PriceGrabber(ItemInventoryAssemblyRet.PurchaseCost),
ProcessQBString(ItemInventoryAssemblyRet.SalesDesc),
QuanGrabber(ItemInventoryAssemblyRet.BuildPoint),
BaseRefIDGrabber(ItemInventoryAssemblyRet.PrefVendorRef)
});
}
break;
}
} // for loop
} // if
}
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBItems: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
/// <summary>
/// Given a qb BaseRef object
/// return the ListID or empty string if null
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static string BaseRefIDGrabber(IQBBaseRef b)
{
if (b != null && b.ListID != null)
{
return b.ListID.GetValue();
}
return "";
}
/// <summary>
/// Given a qb Pricetype object
/// return the price or zero on any issue
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static decimal PriceGrabber(IQBPriceType p)
{
decimal d = 0;//default
if (p != null)
{
d = System.Convert.ToDecimal(p.GetValue());
}
return d;
}
/// <summary>
/// Given a qb IQBQuanType object
/// return the value as decimal or zero on any issue
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static decimal QuanGrabber(IQBQuanType p)
{
decimal d = 0;//default
if (p != null)
{
d = System.Convert.ToDecimal(p.GetValue());
}
return d;
}
/// <summary>
/// Given a qb salespurchase object
/// return the price
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static decimal PriceGrabber(IORSalesPurchase sp)
{
decimal d = 0;//default
decimal d1 = 0;
decimal d2 = 0;
if (sp != null)
{
if (sp.SalesOrPurchase != null && sp.SalesOrPurchase.ORPrice != null && sp.SalesOrPurchase.ORPrice.Price != null)
{
d1 = System.Convert.ToDecimal(sp.SalesOrPurchase.ORPrice.Price.GetValue());
}
if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.SalesPrice != null)
{
d2 = System.Convert.ToDecimal(sp.SalesAndPurchase.SalesPrice.GetValue());
}
//get the highest price of the two
if (d1 > d2)
d = d1;
else
d = d2;
}
return d;
}
/// <summary>
/// Given a qb salespurchase object
/// return the purchase cose
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static decimal CostGrabber(IORSalesPurchase sp)
{
decimal d = 0;//default
if (sp != null)
{
if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.PurchaseCost != null)
{
d = System.Convert.ToDecimal(sp.SalesAndPurchase.PurchaseCost.GetValue());
}
}
return d;
}
/// <summary>
/// return the sales description if available
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static string SalesDescGrabber(IORSalesPurchase sp)
{
string str = "";
if (sp != null)
{
if (sp.SalesOrPurchase != null && sp.SalesOrPurchase.Desc != null)
{
str = sp.SalesOrPurchase.Desc.GetValue();
}
if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.SalesDesc != null)
{
str = sp.SalesAndPurchase.SalesDesc.GetValue();
}
}
return str;
}
/// <summary>
/// return the preferred vendor if available
/// </summary>
/// <param name="sp"></param>
/// <returns></returns>
private static string PrefVendorGrabber(IORSalesPurchase sp)
{
string str = "";
if (sp != null)
{
if (sp.SalesAndPurchase != null && sp.SalesAndPurchase.PrefVendorRef != null && sp.SalesAndPurchase.PrefVendorRef.ListID != null)
{
str = sp.SalesAndPurchase.PrefVendorRef.ListID.GetValue();
}
}
return str;
}
#endregion quickbooks items
#region QuickBooks "Transactionclasses"
public static string TRANSACTION_CLASS_NO_CLASS_SELECTED = "<GZNOCLASS>";
private static DataTable _dtQBClasses = null;
/// <summary>
/// QB Transaction Classes
/// </summary>
public static DataTable QBClasses
{
get
{
return _dtQBClasses;
}
}
/// <summary>
/// Populate the cached qb data
/// billable
/// </summary>
private static async Task PopulateQBClassCacheAsync()
{
if (_dtQBClasses == null)
{
_dtQBClasses = new DataTable("QBClasses");
//setup the columns
_dtQBClasses.Columns.Add("ID", typeof(string));
_dtQBClasses.Columns.Add("FullName", typeof(string));
_dtQBClasses.PrimaryKey = new DataColumn[] { _dtQBClasses.Columns[0] };
//Case 237
_dtQBClasses.DefaultView.Sort = "FullName asc";
}
else
_dtQBClasses.Clear();
//case 3268
_dtQBClasses.Rows.Add(new object[] { TRANSACTION_CLASS_NO_CLASS_SELECTED, "< Do not use classes >" });
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IClassQuery cq = requestSet.AppendClassQueryRq();
//transactions
cq.ORListQuery.ListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
//This is intended to be called in a secondary thread immediately after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error, likely no classes defined
if (response.StatusCode == 0)
{
//int statusCode = response.StatusCode;
//string statusMessage = response.StatusMessage;
//string statusSeverity = response.StatusSeverity;
//MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
IClassRetList cl = response.Detail as IClassRetList;
if (!(cl.Count == 0))
{
for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
{
IClassRet clitem = cl.GetAt(ndx);
if (clitem != null && clitem.FullName != null && clitem.ListID != null)
{
//add a record to the datatable
_dtQBClasses.Rows.Add(new object[] { clitem.ListID.GetValue(), clitem.FullName.GetValue() });
}
} // for loop
} // if
}//if status ==0 nonzero means some error, probably no classes defined
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBClasses: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
#endregion quickbooks transaction classes
#region QuickBooks Invoice Templates
private static DataTable _dtQBInvoiceTemplates = null;
/// <summary>
/// QB Transaction Templates
/// </summary>
public static DataTable QBInvoiceTemplates
{
get
{
return _dtQBInvoiceTemplates;
}
}
/// <summary>
/// Populate the cached qb data
/// Invoice templates
/// </summary>
private static async Task PopulateQBInvoiceTemplatesAsync()
{
if (_dtQBInvoiceTemplates == null)
{
_dtQBInvoiceTemplates = new DataTable("QBInvoiceTemplates");
//setup the columns
_dtQBInvoiceTemplates.Columns.Add("ID", typeof(string));
_dtQBInvoiceTemplates.Columns.Add("FullName", typeof(string));
_dtQBInvoiceTemplates.PrimaryKey = new DataColumn[] { _dtQBInvoiceTemplates.Columns[0] };
//Case 237
_dtQBInvoiceTemplates.DefaultView.Sort = "FullName asc";
}
else
_dtQBInvoiceTemplates.Clear();
_dtQBInvoiceTemplates.Rows.Add(new object[] { "", "< Use default >" });
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ITemplateQuery cq = requestSet.AppendTemplateQueryRq();
//This is intended to be called in a secondary thread immediately after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//sLastRequestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error, likely no templates defined
if (response.StatusCode == 0)
{
//int statusCode = response.StatusCode;
//string statusMessage = response.StatusMessage;
//string statusSeverity = response.StatusSeverity;
//MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
ITemplateRetList cl = response.Detail as ITemplateRetList;
if (!(cl.Count == 0))
{
for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
{
try
{
ITemplateRet clitem = cl.GetAt(ndx);
bool b = clitem.IsActive.GetValue();
b = clitem.TemplateType == null;
if (clitem != null &&
clitem.Name != null &&
clitem.ListID != null &&
clitem.TemplateType.IsSet() &&
clitem.TemplateType.GetValue() == ENTemplateType.tttInvoice)
{
//add a record to the datatable
_dtQBInvoiceTemplates.Rows.Add(new object[] { clitem.ListID.GetValue(), clitem.Name.GetValue() });
}
}
catch (System.Runtime.InteropServices.COMException ex)//QBFC7 - throwing this exception here on last item in list can't pin it down
{
string s = ex.ToString();
}
} // for loop
} // if
}//if status ==0 nonzero means some error, probably no classes defined
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBInvoiceTemplates: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
#endregion quickbooks Templates
#region QuickBooks "Customers"
private static async Task<string> GetQBCustomerEditSequenceAsync(string customerid)
{
string strEditSequence = "";
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ICustomerQuery cq = requestSet.AppendCustomerQueryRq();
cq.IncludeRetElementList.Add("EditSequence");
cq.ORCustomerListQuery.ListIDList.Add(customerid);
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
//Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
if (response.StatusCode > 499)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
//Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
if (response.StatusCode == 0)
{
ICustomerRetList cl = response.Detail as ICustomerRetList;
if (!(cl.Count == 0))
{
ICustomerRet clitem = cl.GetAt(0);
if (clitem != null)
strEditSequence = clitem.EditSequence.GetValue();
}
}
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("GetClientEditSequence: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
return strEditSequence;
}
private static DataTable _dtQBClients = null;
/// <summary>
/// QB Transaction Clients
/// </summary>
public static DataTable QBClients
{
get
{
return _dtQBClients;
}
}
#region Address structure
/// <summary>
/// Address properties
/// </summary>
public struct Address
{
public string DeliveryAddress;
public string City;
public string StateProv;
public string Country;
public string Postal;
}
#endregion
/// <summary>
/// Populate the cached qb data
/// of customers / clients
/// </summary>
internal static async Task PopulateQBClientCacheAsync()
{
if (_dtQBClients == null)
{
_dtQBClients = new DataTable("QBClients");
//setup the columns
_dtQBClients.Columns.Add("ID", typeof(string));
_dtQBClients.Columns.Add("FullName", typeof(string));
_dtQBClients.Columns.Add("MailAddress", typeof(Address));
_dtQBClients.Columns.Add("StreetAddress", typeof(Address));
_dtQBClients.Columns.Add("Phone", typeof(string));
_dtQBClients.Columns.Add("Fax", typeof(string));
_dtQBClients.Columns.Add("AltPhone", typeof(string));
_dtQBClients.Columns.Add("Email", typeof(string));
_dtQBClients.Columns.Add("Contact", typeof(string));
_dtQBClients.Columns.Add("Created", typeof(DateTime));
_dtQBClients.Columns.Add("Modified", typeof(DateTime));
_dtQBClients.Columns.Add("Account", typeof(string));
_dtQBClients.PrimaryKey = new DataColumn[] { _dtQBClients.Columns[0] };
//Case 237
_dtQBClients.DefaultView.Sort = "FullName asc";
}
else
_dtQBClients.Clear();
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ICustomerQuery cq = requestSet.AppendCustomerQueryRq();
//Active Customers only
cq.ORCustomerListQuery.CustomerListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
//case 1664
//not sure why these were ever in here to be honest
//whups, it's *necessary* see case 1100
//there is a bug in qbfc7 which blows if there are "special" characters
//it was fixed later but we use qbfc7 currently
cq.ORCustomerListQuery.CustomerListFilter.ORNameFilter.NameRangeFilter.FromName.SetValue("0");
cq.ORCustomerListQuery.CustomerListFilter.ORNameFilter.NameRangeFilter.ToName.SetValue("ZZ");
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
// string requestXML = requestSet.ToXMLString();
// MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
// MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
//Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
if (response.StatusCode > 499)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
//Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
if (response.StatusCode == 0)
{
//int statusCode = response.StatusCode;
//string statusMessage = response.StatusMessage;
//string statusSeverity = response.StatusSeverity;
//MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
ICustomerRetList cl = response.Detail as ICustomerRetList;
if (!(cl.Count == 0))
{
for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
{
ICustomerRet clitem = cl.GetAt(ndx);
if (clitem != null)
{
//add a record to the datatable
DataRow dr = _dtQBClients.Rows.Add(
new object[]{
clitem.ListID.GetValue(),
clitem.FullName.GetValue(),
ProcessAddress(clitem.BillAddress),
ProcessAddress(clitem.ShipAddress),
ProcessQBString(clitem.Phone),
ProcessQBString(clitem.Fax),
ProcessQBString(clitem.AltPhone),
ProcessQBString(clitem.Email),
ProcessQBString(clitem.Contact),
clitem.TimeCreated.GetValue(),
clitem.TimeModified.GetValue(),
ProcessQBString(clitem.AccountNumber),
});
}
} // for loop
} // if
}
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBClients: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
/// <summary>
/// Take a qb address and return an AyaNova friendly
/// address structure
/// </summary>
/// <param name="a"></param>
/// <returns></returns>
private static Address ProcessAddress(IAddress a)
{
Address b = new Address();
b.City = "";
b.Country = "";
b.DeliveryAddress = "";
b.Postal = "";
b.StateProv = "";
if (a == null) return b;
//Append each line of the address, add cr/lf for each line if present after
//the first line
//Assumption: First line always has *something* in it
b.DeliveryAddress = ProcessQBString(a.Addr1);
b.DeliveryAddress += SS("\r\n", ProcessQBString(a.Addr2), "");
b.DeliveryAddress += SS("\r\n", ProcessQBString(a.Addr3), "");
//Address line 4 is a qbxml 2 or higher feature
if (QVersion > 1.1)
b.DeliveryAddress += SS("\r\n", ProcessQBString(a.Addr4), "");
//Country specific:
b.City = ProcessQBString(a.City);
//QBFC7 unifies county and province to "state"
b.StateProv = ProcessQBString(a.State);
//switch(QCountry)
//{
// case "CA":
// b.StateProv=ProcessQBString(a.Province);
// break;
// case "UK":
// b.StateProv=ProcessQBString(a.County);
// break;
// default:
// b.StateProv=ProcessQBString(a.State);
// break;
//}
b.Country = ProcessQBString(a.Country);
b.Postal = ProcessQBString(a.PostalCode);
return b;
}
#endregion quickbooks transaction Clients
#region QuickBooks "Vendors"
private static DataTable _dtQBVendors = null;
/// <summary>
/// QB Vendors
/// </summary>
public static DataTable QBVendors
{
get
{
return _dtQBVendors;
}
}
/// <summary>
/// Populate the cached qb data
/// of Vendors
/// </summary>
internal static async Task PopulateQBVendorCacheAsync()
{
if (_dtQBVendors == null)
{
_dtQBVendors = new DataTable("QBVendors");
//setup the columns
_dtQBVendors.Columns.Add("ID", typeof(string));
_dtQBVendors.Columns.Add("FullName", typeof(string));
_dtQBVendors.Columns.Add("MailAddress", typeof(Address));
_dtQBVendors.Columns.Add("StreetAddress", typeof(Address));
_dtQBVendors.Columns.Add("Phone", typeof(string));
_dtQBVendors.Columns.Add("Fax", typeof(string));
_dtQBVendors.Columns.Add("AltPhone", typeof(string));
_dtQBVendors.Columns.Add("Email", typeof(string));
_dtQBVendors.Columns.Add("Contact", typeof(string));
_dtQBVendors.Columns.Add("Created", typeof(DateTime));
_dtQBVendors.Columns.Add("Modified", typeof(DateTime));
_dtQBVendors.Columns.Add("Account", typeof(string));
_dtQBVendors.PrimaryKey = new DataColumn[] { _dtQBVendors.Columns[0] };
//Case 237
_dtQBVendors.DefaultView.Sort = "FullName asc";
}
else
_dtQBVendors.Clear();
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IVendorQuery cq = requestSet.AppendVendorQueryRq();
//Active Vendors only
cq.ORVendorListQuery.VendorListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error; this is unrecoverable
//so throw an exception
//Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
if (response.StatusCode > 499)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
//Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
if (response.StatusCode == 0)
{
//int statusCode = response.StatusCode;
//string statusMessage = response.StatusMessage;
//string statusSeverity = response.StatusSeverity;
//MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
IVendorRetList cl = response.Detail as IVendorRetList;
if (!(cl.Count == 0))
{
for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
{
IVendorRet clitem = cl.GetAt(ndx);
if (clitem != null)
{
//add a record to the datatable
DataRow dr = _dtQBVendors.Rows.Add(
new object[]
{
clitem.ListID.GetValue(),
clitem.Name.GetValue(),
ProcessAddress(clitem.VendorAddress),
ProcessAddress(clitem.VendorAddress),
ProcessQBString(clitem.Phone),
ProcessQBString(clitem.Fax),
ProcessQBString(clitem.AltPhone),
ProcessQBString(clitem.Email),
ProcessQBString(clitem.Contact),
clitem.TimeCreated.GetValue(),
clitem.TimeModified.GetValue(),
ProcessQBString(clitem.AccountNumber)
});
}
} // for loop
} // if
}
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBVendors: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
private static async Task<string> GetQBVendorEditSequenceAsync(string vendorid)
{
string strEditSequence = "";
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IVendorQuery cq = requestSet.AppendVendorQueryRq();
cq.IncludeRetElementList.Add("EditSequence");
cq.ORVendorListQuery.ListIDList.Add(vendorid);
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
//Changed: 21-June-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
if (response.StatusCode > 499)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
//Added: 21-June-2006 outer if to avoid crash on no match response (code 1)
if (response.StatusCode == 0)
{
IVendorRetList cl = response.Detail as IVendorRetList;
if (!(cl.Count == 0))
{
IVendorRet clitem = cl.GetAt(0);
if (clitem != null)
strEditSequence = clitem.EditSequence.GetValue();
}
}
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("GetVendorEditSequence: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
return strEditSequence;
}
#endregion quickbooks Vendors
#region QuickBooks "accounts"
private static DataTable _dtQBAccounts = null;
/// <summary>
/// QB Transaction Classes
/// </summary>
public static DataTable QBAccounts
{
get
{
return _dtQBAccounts;
}
}
/// <summary>
/// Populate the cached qb account list data
/// </summary>
private static async Task PopulateQBAccountCacheAsync()
{
if (_dtQBAccounts == null)
{
_dtQBAccounts = new DataTable("QBAccounts");
//setup the columns
_dtQBAccounts.Columns.Add("ID", typeof(string));
_dtQBAccounts.Columns.Add("FullName", typeof(string));
_dtQBAccounts.Columns.Add("Type", typeof(string));
_dtQBAccounts.PrimaryKey = new DataColumn[] { _dtQBAccounts.Columns[0] };
//Case 237
_dtQBAccounts.DefaultView.Sort = "FullName asc";
}
else
_dtQBAccounts.Clear();
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IAccountQuery cq = requestSet.AppendAccountQueryRq();
//accounts (active ones only)
cq.ORAccountListQuery.AccountListFilter.ActiveStatus.SetValue(ENActiveStatus.asActiveOnly);
//This is intended to be called in a secondary thread immediately after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error, likely no classes defined
if (response.StatusCode == 0)
{
//int statusCode = response.StatusCode;
//string statusMessage = response.StatusMessage;
//string statusSeverity = response.StatusSeverity;
//MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
IAccountRetList cl = response.Detail as IAccountRetList;
if (!(cl.Count == 0))
{
for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
{
IAccountRet clitem = cl.GetAt(ndx);
if (clitem != null && clitem.FullName != null && clitem.ListID != null)
{
//add a record to the datatable
_dtQBAccounts.Rows.Add(new object[] { clitem.ListID.GetValue(), clitem.AccountType.GetAsString() + " - " + clitem.FullName.GetValue(), clitem.AccountType.GetAsString() });
}
} // for loop
} // if
}//if status ==0 nonzero means some error, probably no classes defined
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog($"PopulateQBAccounts: Failed with exception:{ex.Message}");
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
#endregion quickbooks accounts
#region QuickBooks "Terms"
private static DataTable _dtQBTerms = null;
/// <summary>
/// QB Transaction Classes
/// </summary>
public static DataTable QBTerms
{
get
{
return _dtQBTerms;
}
}
/// <summary>
/// Populate the cached qb terms list data
/// </summary>
private static async Task PopulateQBTermsCache()
{
if (_dtQBTerms == null)
{
_dtQBTerms = new DataTable("QBTerms");
//setup the columns
_dtQBTerms.Columns.Add("ID", typeof(string));
_dtQBTerms.Columns.Add("FullName", typeof(string));
_dtQBTerms.PrimaryKey = new DataColumn[] { _dtQBTerms.Columns[0] };
//Case 237
_dtQBTerms.DefaultView.Sort = "FullName asc";
}
else
_dtQBTerms.Clear();
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ITermsQuery cq = requestSet.AppendTermsQueryRq();
//This is intended to be called in a secondary thread immediately after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error, likely no classes defined
if (response.StatusCode == 0)
{
//int statusCode = response.StatusCode;
//string statusMessage = response.StatusMessage;
//string statusSeverity = response.StatusSeverity;
//MessageBox.Show("Status:\nCode = " + statusCode + "\nMessage = " + statusMessage + "\nSeverity = " + statusSeverity);
IORTermsRetList cl = response.Detail as IORTermsRetList;
if (!(cl.Count == 0))
{
for (int ndx = 0; ndx <= (cl.Count - 1); ndx++)
{
IORTermsRet clitem = cl.GetAt(ndx);
if (clitem != null)
{
//add a record to the datatable
if (clitem.StandardTermsRet != null && clitem.StandardTermsRet.ListID.IsSet())
_dtQBTerms.Rows.Add(new object[] { clitem.StandardTermsRet.ListID.GetValue(), clitem.StandardTermsRet.Name.GetValue() });
else
_dtQBTerms.Rows.Add(new object[] { clitem.DateDrivenTermsRet.ListID.GetValue(), clitem.DateDrivenTermsRet.Name.GetValue() });
}
} // for loop
} // if
}//if status ==0 nonzero means some error, probably no classes defined
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBTerms: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
#endregion quickbooks Terms
#region Change QB Item price
public static async Task ChangeQBItemPrice(string QBListID, decimal NewPrice)
{
//Added: 18-Nov-2006 CASE 92
//check if inventory item as this code only handles price changing for inventory
//items in qb
qbitemtype qtype = (qbitemtype)QBItems.Rows.Find(QBListID)["Type"];
if (qtype != qbitemtype.Inventory)
{
MessageBox.Show("Only inventory items in QuickBooks can have their price changed\r\n" +
"The current item is of type: " + qtype.ToString());
return;
}
//----Get the edit sequence-----
string sEditSequence = await GetInventoryItemEditSequenceAsync(QBListID);
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
//------change the price----
// IY: Add the request to the message set request object
IItemInventoryMod ItemQ = requestSet.AppendItemInventoryModRq();
ItemQ.ListID.SetValue(QBListID);
ItemQ.EditSequence.SetValue(sEditSequence);
ItemQ.SalesPrice.SetValue((double)NewPrice);
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
//-------------------------
//--------------
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
QBItems.Rows.Find(QBListID)["Price"] = NewPrice;
}
catch (Exception ex)
{
await IntegrationLog("ChangeQBItemPrice: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
public static async Task<string> GetInventoryItemEditSequenceAsync(string QBListID)
{
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
//----Get the edit sequence-----
// IY: Add the request to the message set request object
IItemInventoryQuery iq = requestSet.AppendItemInventoryQueryRq();
//v8NOTE apparently this was changed in the api so if it fails need to dig in docs but it's a close match so suspect they just "improved" upon it with a breaking change
//iq.ORListQuery.ListIDList.Add(QBListID);
iq.ORListQueryWithOwnerIDAndClass.ListIDList.Add(QBListID);
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
// IY: Do the request and get the response message set object
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
//-------------------------
IResponse response = responseSet.ResponseList.GetAt(0);
//Added: 18-Nov-2006 nonzero status codes 500 and higher are serious errors, less than 500 could just mean no matching items in list
if (response.StatusCode > 499)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}// v8 saw this with one record in testing update, assuming it's a glitch due to coding experimentation in the data
// StatusMessage "The query request has not been fully completed. There was a required element (\"190000-933272656\") that could not be found in QuickBooks." System.String
IItemInventoryRetList il = response.Detail as IItemInventoryRetList;
IItemInventoryRet i = il.GetAt(0);
string EditSequence = i.EditSequence.GetValue();
//--------------
// IY: Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
return EditSequence;
}
catch (Exception ex)
{
await IntegrationLog("PopulateQBItems: Failed with exception:" + ex.Message);
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
throw;
}
}
#endregion
#endregion QB api helper methods end
#region AyaNova cached lists
public static async Task PopulateAyaListCache()
{
//Get the cached QB data
Waiting w = new Waiting();
w.Show();
w.Ops = "Reading from AyaNova...";
w.Step = "Translation text";
await PopulateAyaTranslationList();
w.Step = "Clients";
await PopulateAyaClientList();
w.Step = "Vendors";
await PopulateAyaVendorList();
w.Step = "Rates";
await PopulateAyaServiceRateList();
await PopulateAyaTravelRateList();
w.Step = "Parts";
await PopulateAyaPartList();
w.Step = "WorkOrder status list";
await PopulateAyaWOStatusList();
w.Close();
}
#region AyaNova clients
private static List<NameIdActiveItem> _clientlist = null;
/// <summary>
/// AyaNova ClientPickList
/// </summary>
public static List<NameIdActiveItem> AyaClientList
{
get
{
return _clientlist;
}
}
public static async Task PopulateAyaClientList()
{
var a = await GetAsync("customer/accounting-list");
_clientlist = a.ObjectResponse["data"].ToObject<List<NameIdActiveItem>>();
}
#endregion ayanova clients
#region AyaNova Vendors
private static List<NameIdActiveItem> _vendorlist = null;
/// <summary>
/// AyaNova vendor list
/// </summary>
public static List<NameIdActiveItem> AyaVendorList
{
get
{
return _vendorlist;
}
}
public static async Task PopulateAyaVendorList()
{
var a = await GetAsync("vendor/accounting-list");
_vendorlist = a.ObjectResponse["data"].ToObject<List<NameIdActiveItem>>();
}
#endregion ayanova vendors
#region AyaNova Rates
private static List<NameIdActiveChargeCostItem> _ServiceRatelist = null;
/// <summary>
/// AyaNova service rate list
/// </summary>
public static List<NameIdActiveChargeCostItem> AyaServiceRateList
{
get
{
return _ServiceRatelist;
}
}
public static async Task PopulateAyaServiceRateList()
{
var a = await GetAsync("service-rate/accounting-list");
_ServiceRatelist = a.ObjectResponse["data"].ToObject<List<NameIdActiveChargeCostItem>>();
}
private static List<NameIdActiveChargeCostItem> _TravelRatelist = null;
/// <summary>
/// AyaNova Travel rate list
/// </summary>
public static List<NameIdActiveChargeCostItem> AyaTravelRateList
{
get
{
return _TravelRatelist;
}
}
public static async Task PopulateAyaTravelRateList()
{
var a = await GetAsync("travel-rate/accounting-list");
_TravelRatelist = a.ObjectResponse["data"].ToObject<List<NameIdActiveChargeCostItem>>();
}
#endregion ayanova rates
#region AyaNova Parts
private static List<NameIdActiveChargeCostItem> _partlist = null;
/// <summary>
/// AyaNova part list
/// </summary>
public static List<NameIdActiveChargeCostItem> AyaPartList
{
get
{
return _partlist;
}
}
public static async Task PopulateAyaPartList()
{
var a = await GetAsync("part/accounting-list");
_partlist = a.ObjectResponse["data"].ToObject<List<NameIdActiveChargeCostItem>>();
}
#endregion ayanova parts
#region AyaNova WorkOrder STATUS list
private static List<WorkOrderStatus> _woStatuslist = null;
/// <summary>
/// AyaNova part list
/// </summary>
public static List<WorkOrderStatus> AyaWOStatusList
{
get
{
return _woStatuslist;
}
}
public static async Task PopulateAyaWOStatusList()
{
var a = await GetAsync("work-order-status/list");
_woStatuslist = a.ObjectResponse["data"]["all"].ToObject<List<WorkOrderStatus>>();
}
#endregion ayanova WorkOrder STATUS list
#region Translations
private static Dictionary<string, string> _translist = null;
/// <summary>
/// AyaNova part list
/// </summary>
public static Dictionary<string, string> AyaTranslations
{
get
{
return _translist;
}
}
public static async Task PopulateAyaTranslationList()
{
var a = await PostAsync("translation/subset", Newtonsoft.Json.JsonConvert.SerializeObject(new List<string> {
"WorkOrderStatus","OK", "Cancel"
}));
//this weirdness is required because it comes from the server as a json collection of objects with {Key:"blahkey", value:"blahvalue"} rather than what newtonsoft expects for a dictionary which is [{key:"blahvalue"},{key:"blahvalue2"}]
var v = a.ObjectResponse["data"].ToObject<List<KeyValuePair<string, string>>>();
_translist = v.ToDictionary((keyItem) => keyItem.Key, (valueItem) => valueItem.Value);
}
//await window.$gz.api.upsert("translation/subset", needIt);
#endregion translations
#endregion ayanova cached lists
#region Exception helper
public static string CrackException(Exception ex)
{
StringBuilder sb = new StringBuilder();
sb.AppendLine($"Exception {ex.Message}");
if (ex.InnerException != null)
{
while (ex.InnerException != null)
{
ex = ex.InnerException;
sb.AppendLine($"Inner Exception: {ex.Message}");
}
}
return $"{sb.ToString()}\r\n-------TRACE------\r\n{ex.StackTrace}";
}
//case 3717
public static async Task CrackDisplayAndIntegrationLogException(Exception ex, string methodText = "n/a", string extraText = "n/a")
{
string message = $"Exception error\r\nMethod: {methodText}\r\nExtra: {extraText}\r\n Error:{CrackException(ex)}";
//Log it so we have it forever in the log
await IntegrationLog(message);
//display it to the user
CopyableMessageBox cb = new CopyableMessageBox(message);
cb.ShowDialog();
}
#endregion exception helper
#region Import / refresh to AyaNova
public static async Task RefreshAyaNovaCustomerFromQBAsync(IntegrationItem im)
{
if (im == null) return;//this object is not linked
var r = await GetAsync($"customer/{im.ObjectId}");
var c = r.ObjectResponse["data"].ToObject<Customer>();
if (c == null) return;
DataRow dr = _dtQBClients.Rows.Find(im.IntegrationItemId);
if (dr == null) return; //QBListID not found in client list?
CopyQBCustomerInfoToAyaNovaClient(dr, c);
string sName = dr["FullName"].ToString();
c.Name = sName;
await PutAsync($"customer", Newtonsoft.Json.JsonConvert.SerializeObject(c));
im.LastSync = DateTime.Now;
}
/// <summary>
/// Import the indicated customer
/// to an AyaNova client record
/// </summary>
/// <param name="QuickBooksID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportQBCustomer(string QuickBooksID, ArrayList alErrors)
{
DataRow dr = _dtQBClients.Rows.Find(QuickBooksID);
//QBListID not found in client list?
if (dr == null)
{
alErrors.Add("ImportQBCustomer: ID not found " + QuickBooksID);
return;
}
string sName = dr["FullName"].ToString();
//if (sName.Length > 255)
//{
// alErrors.Add("ImportQBCustomer: QuickBooks customer name exceeds 255 character limit for AyaNova\r\n" +
// "Name: " + dr["FullName"].ToString() + "\r\n" +
// "was imported as: " + sName);
// sName = sName.Substring(0, 255);
//}
ApiResponse r = null;
try
{
//already a client by that name cached here? (qbi7 would check directly if existing but we'll let save handle that if there is a conflict for v8 and just check the obvious first)
if (QBIntegration.Items.Any(z => z.AType == AyaType.Customer && z.IntegrationItemName == dr["FullName"].ToString()))
{
alErrors.Add("ImportQBCustomer: " + dr["FullName"].ToString() + " already exists in AyaNova");
return;
}
//Import seems safe...
Customer c = new Customer();
c.Name = sName;
CopyQBCustomerInfoToAyaNovaClient(dr, c);
c.Active = true;
//Try to save and return errors if not in alerrors
r = await PostAsync($"customer", Newtonsoft.Json.JsonConvert.SerializeObject(c));
long newCustomerId = IdFromResponse(r);
//Link
var m = new IntegrationItem { AType = AyaType.Customer, IntegrationItemName = sName, IntegrationItemId = QuickBooksID, LastSync = DateTime.Now, ObjectId = newCustomerId };
QBIntegration.Items.Add(m);
await SaveIntegrationObject();
//IntegrationMap m = QBI.Maps.Add(QBI);
//m.Name = sName;
//m.RootObjectID = c.ID;
//m.RootObjectType = RootObjectTypes.Client;
//m.LastSync = DateTime.Now;
//m.ForeignID = QuickBooksID;
//QBI = (Integration)QBI.Save();
}
catch (Exception ex)
{
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
alErrors.Add("ImportQBCustomer: AyaNova won't allow import / link of " + sName + "\r\n" +
"Due to the following error:\r\n" + CrackException(ex));
}
}
public static void CopyQBCustomerInfoToAyaNovaClient(DataRow dr, Customer c)
{
Address a = (Address)dr["MailAddress"];
c.PostAddress = a.DeliveryAddress;//2
c.PostCity = a.City;//3
c.PostRegion = a.StateProv;//4
c.PostCountry = a.Country;//5
c.PostCode = a.Postal;//6
a = (Address)dr["StreetAddress"];
c.Address = a.DeliveryAddress;//7
c.City = a.City;//8
c.Region = a.StateProv;//9
c.Country = a.Country;//10
//Case 518
if (string.IsNullOrWhiteSpace(c.Address)) c.Address = c.PostAddress;
if (string.IsNullOrWhiteSpace(c.PostAddress)) c.PostAddress = c.Address;
if (string.IsNullOrWhiteSpace(c.City)) c.City = c.PostCity;
if (string.IsNullOrWhiteSpace(c.PostCity)) c.PostCity = c.City;
if (string.IsNullOrWhiteSpace(c.Region)) c.Region = c.PostRegion;
if (string.IsNullOrWhiteSpace(c.PostRegion)) c.PostRegion = c.Region;
if (string.IsNullOrWhiteSpace(c.Country)) c.Country = c.PostCountry;
if (string.IsNullOrWhiteSpace(c.PostCountry)) c.PostCountry = c.Country;
//Contact cn=c.Contacts.Add(RootObjectTypes.Client,c.ID);
c.Notes = $"QB Contact - {dr["Contact"]}";
//Phone field
if (dr["Phone"].ToString() != "")
{
c.Phone1 = dr["Phone"].ToString();
}
//Fax field
if (dr["Fax"].ToString() != "")
{
c.Phone2 = dr["Fax"].ToString();//15
}
//AltPhone field
if (dr["AltPhone"].ToString() != "")
{
c.Phone3 = dr["AltPhone"].ToString();//16
}
//Email field
if (dr["Email"].ToString() != "")
{
c.EmailAddress = dr["Email"].ToString();//17
}
//Account number field
if (dr["Account"].ToString() != "")
{
c.AccountNumber = dr["Account"].ToString();//18
}
}
public static async Task RefreshAyaNovaVendorFromQBAsync(IntegrationItem im)
{
if (im == null) return;//this object is not linked
var r = await GetAsync($"vendor/{im.ObjectId}");
var c = r.ObjectResponse["data"].ToObject<Vendor>();
if (c == null) return;
DataRow dr = _dtQBClients.Rows.Find(im.IntegrationItemId);
if (dr == null) return; //QBListID not found in client list?
//CopyQBVendorInfoToAyaNovaVendor(dr, c);
Address a = (Address)dr["MailAddress"];
c.PostAddress = a.DeliveryAddress;
c.PostCity = a.City;
c.PostRegion = a.StateProv;
c.PostCountry = a.Country;
c.PostCode = a.Postal;
a = (Address)dr["StreetAddress"];
c.Address = a.DeliveryAddress;
c.City = a.City;
c.Region = a.StateProv;
c.Country = a.Country;
c.Contact = dr["Contact"].ToString();
if (dr["Phone"].ToString() != "")
c.Phone1 = dr["Phone"].ToString();
if (dr["Fax"].ToString() != "")
c.Phone2 = dr["Fax"].ToString();
if (dr["AltPhone"].ToString() != "")
c.Phone3 = dr["AltPhone"].ToString();
if (dr["Email"].ToString() != "")
c.EmailAddress = dr["Email"].ToString();
if (dr["Account"].ToString() != "")
c.AccountNumber = dr["Account"].ToString();
string sName = dr["FullName"].ToString();
c.Name = sName;
await PutAsync($"vendor", Newtonsoft.Json.JsonConvert.SerializeObject(c));
im.LastSync = DateTime.Now;
}
/// <summary>
/// Import the indicated Vendor
/// to an AyaNova vendor record
/// </summary>
/// <param name="QuickBooksID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportQBVendor(string QuickBooksID, ArrayList alErrors)
{
DataRow dr = _dtQBVendors.Rows.Find(QuickBooksID);
//QBListID not found in Vendor list?
if (dr == null)
{
alErrors.Add("ImportQBVendor: ID not found " + QuickBooksID);
return;
}
string sName = dr["FullName"].ToString();
//if (sName.Length > 255)
//{
// alErrors.Add("ImportQBVendor: QuickBooks Vendor name exceeds 255 character limit for AyaNova\r\n" +
// "Name: " + dr["FullName"].ToString() + "\r\n" +
// "was imported as: " + sName);
// sName = sName.Substring(0, 255);
//}
try
{
//already a Vendor by that name
// if (Vendor.Exists(Guid.Empty, dr["FullName"].ToString()))
if (QBIntegration.Items.Any(z => z.AType == AyaType.Vendor && z.IntegrationItemName == dr["FullName"].ToString()))
{
alErrors.Add("ImportQBVendor: " + dr["FullName"].ToString() + " already exists in AyaNova");
return;
}
//Import seems safe...
Vendor c = new Vendor();
c.Name = sName;
c.Active = true;
Address a = (Address)dr["MailAddress"];
c.PostAddress = a.DeliveryAddress;
c.PostCity = a.City;
c.PostRegion = a.StateProv;
c.PostCountry = a.Country;
c.PostCode = a.Postal;
a = (Address)dr["StreetAddress"];
c.Address = a.DeliveryAddress;
c.City = a.City;
c.Region = a.StateProv;
c.Country = a.Country;
c.Contact = dr["Contact"].ToString();
if (dr["Phone"].ToString() != "")
c.Phone1 = dr["Phone"].ToString();
if (dr["Fax"].ToString() != "")
c.Phone2 = dr["Fax"].ToString();
if (dr["AltPhone"].ToString() != "")
c.Phone3 = dr["AltPhone"].ToString();
if (dr["Email"].ToString() != "")
c.EmailAddress = dr["Email"].ToString();
if (dr["Account"].ToString() != "")
c.AccountNumber = dr["Account"].ToString();
//Try to save and return errors if not in alerrors
var r = await PostAsync($"vendor", Newtonsoft.Json.JsonConvert.SerializeObject(c));
long newId = IdFromResponse(r);
//Link
var m = new IntegrationItem { AType = AyaType.Vendor, IntegrationItemName = sName, IntegrationItemId = QuickBooksID, LastSync = DateTime.Now, ObjectId = newId };
QBIntegration.Items.Add(m);
await util.SaveIntegrationObject();
}
catch (Exception ex)
{
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportQBVendor: AyaNova won't allow import / link of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Import the indicated QB Item
/// to an AyaNova Rate record
/// </summary>
/// <param name="QuickBooksID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportQBServiceRate(string QuickBooksID, ArrayList alErrors)
{
DataRow dr = _dtQBItems.Rows.Find(QuickBooksID);
//QBListID not found in Rate list?
if (dr == null)
{
alErrors.Add("ImportQBRate: ID not found " + QuickBooksID);
return;
}
string sName = dr["FullName"].ToString();
try
{
//already a Rate by that name
//if (Rate.Exists(Guid.Empty, dr["FullName"].ToString()))
if (QBIntegration.Items.Any(z => z.AType == AyaType.ServiceRate && z.IntegrationItemName == dr["FullName"].ToString()))
{
alErrors.Add("ImportQBServiceRate: " + dr["FullName"].ToString() + " already exists in AyaNova");
return;
}
//Import seems safe...
//Rates rates = Rates.GetItems(false);
//Rate c = rates.Add();
//c.RateType = AsRateType;
ServiceRate c = new ServiceRate();
c.Name = sName;
c.Charge = (decimal)dr["Price"];
//c.ContractRate = false;
c.Cost = (decimal)dr["Cost"];
c.Notes = T(255, dr["SalesDesc"].ToString());
c.Active = true;
// c.RateUnitChargeDescriptionID = MostLikelyRateUnitChargeDescriptionID;
//if (!c.IsSavable)
//{
// alErrors.Add("ImportQBRate: AyaNova won't allow import of " + c.Name + "\r\n" +
// "Due to the following broken rules:\r\n" + c.GetBrokenRulesString());
// return;
//}
//rates = (Rates)rates.Save();
////Link
//IntegrationMap m = QBI.Maps.Add(QBI);
//m.Name = sName;
//m.RootObjectID = c.ID;
//m.RootObjectType = RootObjectTypes.Rate;
//m.LastSync = DateTime.Now;
//m.ForeignID = QuickBooksID;
//QBI = (Integration)QBI.Save();
var r = await PostAsync($"service-rate", Newtonsoft.Json.JsonConvert.SerializeObject(c));
long newId = IdFromResponse(r);
//Link
var m = new IntegrationItem { AType = AyaType.ServiceRate, IntegrationItemName = sName, IntegrationItemId = QuickBooksID, LastSync = DateTime.Now, ObjectId = newId };
QBIntegration.Items.Add(m);
await util.SaveIntegrationObject();
}
catch (Exception ex)
{
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportQBServiceRate: AyaNova won't allow import / link of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Import the indicated QB Item
/// to an AyaNova TravelRate record
/// </summary>
/// <param name="QuickBooksID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportQBTravelRate(string QuickBooksID, ArrayList alErrors)
{
DataRow dr = _dtQBItems.Rows.Find(QuickBooksID);
//QBListID not found in Rate list?
if (dr == null)
{
alErrors.Add("ImportQBRate: ID not found " + QuickBooksID);
return;
}
string sName = dr["FullName"].ToString();
try
{
//already a Rate by that name
//if (Rate.Exists(Guid.Empty, dr["FullName"].ToString()))
if (QBIntegration.Items.Any(z => z.AType == AyaType.TravelRate && z.IntegrationItemName == dr["FullName"].ToString()))
{
alErrors.Add("ImportQBTravelRate: " + dr["FullName"].ToString() + " already exists in AyaNova");
return;
}
//Import seems safe...
TravelRate c = new TravelRate();
c.Name = sName;
c.Charge = (decimal)dr["Price"];
//c.ContractRate = false;
c.Cost = (decimal)dr["Cost"];
c.Notes = T(255, dr["SalesDesc"].ToString());
c.Active = true;
var r = await PostAsync($"travel-rate", Newtonsoft.Json.JsonConvert.SerializeObject(c));
long newId = IdFromResponse(r);
//Link
var m = new IntegrationItem { AType = AyaType.TravelRate, IntegrationItemName = sName, IntegrationItemId = QuickBooksID, LastSync = DateTime.Now, ObjectId = newId };
QBIntegration.Items.Add(m);
await util.SaveIntegrationObject();
}
catch (Exception ex)
{
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportQBTravelRate: AyaNova won't allow import / link of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
public static async Task RefreshAyaNovaPartFromQBAsync(IntegrationItem im, bool pricesOnly = false)
{
if (im == null) return;//this part is not linked
var r = await GetAsync($"part/{im.ObjectId}");
var c = r.ObjectResponse["data"].ToObject<Part>();
if (c == null) return;
DataRow dr = _dtQBItems.Rows.Find(im.IntegrationItemId);
if (dr == null) return; //QBListID not found in part list?
if (!pricesOnly)
{
string sName = dr["FullName"].ToString();
c.Name = sName;
c.Description = T(255, dr["SalesDesc"].ToString());
c.WholeSalerId = AyaVendorForQBItem(im.IntegrationItemId);
}
c.Retail = (decimal)dr["Price"];
c.Cost = (decimal)dr["Cost"];
await PutAsync($"part", Newtonsoft.Json.JsonConvert.SerializeObject(c));
im.LastSync = DateTime.Now;
}
/// <summary>
/// Import the indicated QB Item
/// to an AyaNova Part record
/// </summary>
/// <param name="QuickBooksID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportQBPart(string QuickBooksID, ArrayList alErrors)
{
DataRow dr = _dtQBItems.Rows.Find(QuickBooksID);
//QBListID not found in Part list?
if (dr == null)
{
alErrors.Add("ImportQBPart: ID not found " + QuickBooksID);
return;
}
string sName = dr["FullName"].ToString();
try
{
//already a Part by that number?
if (QBIntegration.Items.Any(z => z.AType == AyaType.Part && z.IntegrationItemName == dr["FullName"].ToString()))
{
alErrors.Add("ImportQBPart: Part name " + dr["FullName"].ToString() + " already exists in AyaNova");
return;
}
//Import seems safe...
Part c = new Part();
c.Name = sName;
c.Description = T(255, dr["SalesDesc"].ToString());
c.WholeSalerId = AyaVendorForQBItem(QuickBooksID);
c.Retail = (decimal)dr["Price"];
c.Cost = (decimal)dr["Cost"];
c.Active = true;
//Try to save and return errors if not in alerrors
var r = await PostAsync($"part", Newtonsoft.Json.JsonConvert.SerializeObject(c));
long newId = IdFromResponse(r);
//Link
var m = new IntegrationItem { AType = AyaType.Part, IntegrationItemName = sName, IntegrationItemId = QuickBooksID, LastSync = DateTime.Now, ObjectId = newId };
QBIntegration.Items.Add(m);
await SaveIntegrationObject();
}
catch (Exception ex)
{
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportQBPart: AyaNova won't allow import / link of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
#endregion Import to AyaNova
#region Export / refresh to QuickBooks
/// <summary>
/// Refresh the indicated AyaNova client
/// to it's linked QuickBooks customer record
/// </summary>
public static async Task RefreshQBCustomerFromAyaNovaAsync(IntegrationItem im)
{
if (im == null) return;//this object is not linked
var r = await GetAsync($"customer/{im.ObjectId}");
var c = r.ObjectResponse["data"].ToObject<Customer>();
if (c == null) return;
DataRow dr = _dtQBClients.Rows.Find(im.IntegrationItemId);
if (dr == null) return; //QBListID not found in client list?
string strEditSequence = await GetQBCustomerEditSequenceAsync(im.IntegrationItemId);
if (string.IsNullOrEmpty(strEditSequence))
{
MessageBox.Show("RefreshQBClientFromAyaNova -> Error: unable to fetch edit sequence from QuickBooks. No changes made.");
return;
}
string sName = c.Name;
if (sName.Length > 41)
sName = sName.Substring(0, 41);
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ICustomerMod ca = requestSet.AppendCustomerModRq();
//Set field value for ListID
ca.ListID.SetValue(im.IntegrationItemId);
// ca.ParentRef.ListID.SetValue(im.ForeignID);
ca.EditSequence.SetValue(strEditSequence);
dr["FullName"] = sName;
dr["MailAddress"] = new Address();
dr["StreetAddress"] = new Address();
dr["Phone"] = "";
dr["Fax"] = "";
dr["AltPhone"] = "";
dr["Email"] = "";
dr["Contact"] = "";
//dr["Created"] = DateTime.MinValue;//flag indicating fresh record incomplete
dr["Modified"] = DateTime.Now;//ditto
dr["Account"] = "";
ca.Name.SetValue(sName);
//ca.FirstName.SetValue(T(25,Primary.FirstName));
//Case 686
//V8NOTSUPPORTED ca.Contact.SetValue(T(41, c.Contact));
//ca.LastName.SetValue(T(25, c.Contact));
if (c.Phone1 != null)
ca.Phone.SetValue(T(21, c.Phone1));
else
ca.Phone.SetValue("");
ca.Fax.SetValue(T(21, c.Phone2));
ca.AltPhone.SetValue(T(21, c.Phone3));
ca.Email.SetValue(T(99, c.EmailAddress));
bool bHasBillAddress = false;
//Mailing address
//Changed:4-Sept-2006 client name is now addr1
//rest shuffle down a spot
//Also changed max length of address lines from 21 characters to 41
//as that is what is documented, not sure why they were set to 21 here before
ca.BillAddress.Addr1.SetValue(T(41, c.Name));
if (c.PostAddress != "")
{
bHasBillAddress = true;
string[] sad = c.PostAddress.Replace("\r\n", "\n").Split('\n');
if (sad.GetLength(0) > 0)
ca.BillAddress.Addr2.SetValue(T(41, sad[0].TrimEnd()));
if (sad.GetLength(0) > 1)
ca.BillAddress.Addr3.SetValue(T(41, sad[1].TrimEnd()));
if (QVersion > 1.1 && sad.GetLength(0) > 3)//4th address line is 2 or newer
ca.BillAddress.Addr4.SetValue(T(41, sad[2].TrimEnd()));
}
ca.BillAddress.City.SetValue(T(31, c.PostCity));
ca.BillAddress.Country.SetValue(T(31, c.PostCountry));
ca.BillAddress.PostalCode.SetValue(T(13, c.PostCode));
//QBFC7 - unifies county and province to "State"
ca.BillAddress.State.SetValue(T(21, c.PostRegion));
bool bHasShipAddress = false;
//Delivery address
//Changed:4-Sept-2006 client name is now addr1
//rest shuffle down a spot
//Also changed max length of address lines from 21 characters to 41
//as that is what is documented, not sure why they were set to 21 here before
ca.ShipAddress.Addr1.SetValue(T(41, c.Name));
if (c.Address != "")
{
bHasShipAddress = true;
string[] sad = c.Address.Replace("\r\n", "\n").Split('\n');
if (sad.GetLength(0) > 0)
ca.ShipAddress.Addr2.SetValue(T(41, sad[0].TrimEnd()));
if (sad.GetLength(0) > 1)
ca.ShipAddress.Addr3.SetValue(T(41, sad[1].TrimEnd()));
if (QVersion > 1.1 && sad.GetLength(0) > 3)//4th address line is 2 or newer
ca.ShipAddress.Addr4.SetValue(T(41, sad[2].TrimEnd()));
}
ca.ShipAddress.City.SetValue(T(31, c.City));
ca.ShipAddress.Country.SetValue(T(31, c.Country));
ca.ShipAddress.PostalCode.SetValue(T(13, c.PostCode));
//QBFC7 - unifies county and province to "State"
ca.ShipAddress.State.SetValue(T(21, c.Region));
//Added: 18-Nov-2006 CASE 95
//ensure that if only one address in ayanova that both types in QB get it
if (!bHasShipAddress || !bHasBillAddress)
{
if (bHasShipAddress && !bHasBillAddress)
{
//copy shipping address to billing address
CopyAddress(ca.ShipAddress, ca.BillAddress);
}
else if (bHasBillAddress && !bHasShipAddress)
{
CopyAddress(ca.BillAddress, ca.ShipAddress);
}
}
ca.AccountNumber.SetValue(T(99, c.AccountNumber));
//case 519
ca.TermsRef.ListID.SetValue(QDat.TermsDefault);
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// //// Uncomment the following to view and save the request and response XML
// string requestXML = requestSet.ToXMLString();
// MessageBox.Show(requestXML);
// ////SaveXML(requestXML);
// string responseXML = responseSet.ToXMLString();
// MessageBox.Show(responseXML);
////// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
ICustomerRet cr = response.Detail as ICustomerRet;
string sNewCustID = cr.ListID.GetValue();
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//Link
im.IntegrationItemName = sName;
im.LastSync = DateTime.Now;
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
MessageBox.Show("RefreshQBClientFromAyaNova: QuickBooks won't allow refresh of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Import the indicated client
/// to QuickBooks customer record
/// </summary>
/// <param name="CustomerId"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportAyaCustomer(long CustomerId, ArrayList alErrors)
{
if (!AyaClientList.Any(z => z.Id == CustomerId))
{
alErrors.Add("ImportAyaClient: Client not found in AyaNova (deleted recently?) (" + CustomerId.ToString() + ")");
return;
}
var r = await GetAsync($"customer/{CustomerId}");
var c = r.ObjectResponse["data"].ToObject<Customer>();
string sName = c.Name;
if (sName.Length > 41)
{
sName = sName.Substring(0, 41);
alErrors.Add("ImportAyaClient: AyaNova client name exceeds 41 character limit for QuickBooks\r\n" +
"Name: " + c.Name + "\r\n" +
"will be imported as: " + sName);
}
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
ICustomerAdd ca = requestSet.AppendCustomerAddRq();
//create a new row to add to the client cache datatable
DataRow dr = _dtQBClients.NewRow();
dr["FullName"] = sName;
dr["MailAddress"] = new Address();
dr["StreetAddress"] = new Address();
dr["Phone"] = "";
dr["Fax"] = "";
dr["AltPhone"] = "";
dr["Email"] = "";
dr["Contact"] = "";
dr["Created"] = DateTime.MinValue;//flag indicating fresh record incomplete
dr["Modified"] = DateTime.MinValue;//ditto
dr["Account"] = "";
ca.Name.SetValue(sName);
//AyaNova 8 doesn't have a single "contact" field so it can't be imported
// ca.Contact.SetValue(T(41, c.Contact));
if (c.Phone1 != null)
ca.Phone.SetValue(T(21, c.Phone1));
else
ca.Phone.SetValue("");
ca.Fax.SetValue(T(21, c.Phone2));
ca.AltPhone.SetValue(T(21, c.Phone3));
ca.Email.SetValue(T(99, c.EmailAddress));
bool bHasBillAddress = false;
//Mailing address
//Changed:4-Sept-2006 client name is now addr1
//rest shuffle down a spot
//Also changed max length of address lines from 21 characters to 41
//as that is what is documented, not sure why they were set to 21 here before
ca.BillAddress.Addr1.SetValue(T(41, c.Name));
if (!string.IsNullOrWhiteSpace(c.PostAddress))
{
bHasBillAddress = true;
string[] sad = c.PostAddress.Replace("\r\n", "\n").Split('\n');
if (sad.GetLength(0) > 0)
ca.BillAddress.Addr2.SetValue(T(41, sad[0].TrimEnd()));
if (sad.GetLength(0) > 1)
ca.BillAddress.Addr3.SetValue(T(41, sad[1].TrimEnd()));
if (QVersion > 1.1 && sad.GetLength(0) > 3)//4th address line is 2 or newer
ca.BillAddress.Addr4.SetValue(T(41, sad[2].TrimEnd()));
}
ca.BillAddress.City.SetValue(T(31, c.PostCity));
ca.BillAddress.Country.SetValue(T(31, c.PostCountry));
ca.BillAddress.PostalCode.SetValue(T(13, c.PostCode));
ca.BillAddress.State.SetValue(T(21, c.PostRegion));
bool bHasShipAddress = false;
//Delivery address
//Changed:4-Sept-2006 client name is now addr1
//rest shuffle down a spot
//Also changed max length of address lines from 21 characters to 41
//as that is what is documented, not sure why they were set to 21 here before
ca.ShipAddress.Addr1.SetValue(T(41, c.Name));
if (!string.IsNullOrWhiteSpace(c.Address))
{
bHasShipAddress = true;
string[] sad = c.Address.Replace("\r\n", "\n").Split('\n');
if (sad.GetLength(0) > 0)
ca.ShipAddress.Addr2.SetValue(T(41, sad[0].TrimEnd()));
if (sad.GetLength(0) > 1)
ca.ShipAddress.Addr3.SetValue(T(41, sad[1].TrimEnd()));
//if(sad.GetLength(0)>2)
// ca.ShipAddress.Addr3.SetValue(T(21,sad[2].TrimEnd()));
if (QVersion > 1.1 && sad.GetLength(0) > 3)//4th address line is 2 or newer
ca.ShipAddress.Addr4.SetValue(T(41, sad[2].TrimEnd()));
}
ca.ShipAddress.City.SetValue(T(31, c.City));
ca.ShipAddress.Country.SetValue(T(31, c.Country));
ca.ShipAddress.PostalCode.SetValue(T(13, c.PostCode));
ca.ShipAddress.State.SetValue(T(21, c.Region));
//Added: 18-Nov-2006 CASE 95
//ensure that if only one address in ayanova that both types in QB get it
if (!bHasShipAddress || !bHasBillAddress)
{
if (bHasShipAddress && !bHasBillAddress)
{
//copy shipping address to billing address
CopyAddress(ca.ShipAddress, ca.BillAddress);
}
else if (bHasBillAddress && !bHasShipAddress)
{
CopyAddress(ca.BillAddress, ca.ShipAddress);
}
}
ca.AccountNumber.SetValue(T(99, c.AccountNumber));
//case 519
ca.TermsRef.ListID.SetValue(QDat.TermsDefault);
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
ICustomerRet cr = response.Detail as ICustomerRet;
string sNewCustID = cr.ListID.GetValue();
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//catch the new ID for the QB Item
dr["ID"] = sNewCustID;
//add the new row for the newly imported object
_dtQBClients.Rows.Add(dr);
//Link
var m = new IntegrationItem { AType = AyaType.Customer, IntegrationItemName = sName, IntegrationItemId = sNewCustID, LastSync = DateTime.Now, ObjectId = c.Id };
QBIntegration.Items.Add(m);
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportAyaClient: QuickBooks won't allow import of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Copy the contents of one address to the other
/// </summary>
/// <param name="from"></param>
/// <param name="to"></param>
private static void CopyAddress(IAddress from, IAddress to)
{
if (from.Addr1.IsSet())
to.Addr1.SetValue(from.Addr1.GetValue());
if (from.Addr2.IsSet())
to.Addr2.SetValue(from.Addr2.GetValue());
if (from.Addr3.IsSet())
to.Addr3.SetValue(from.Addr3.GetValue());
if (QVersion > 1.1)//4th address line is 2 or newer
{
if (from.Addr4.IsSet())
to.Addr4.SetValue(from.Addr4.GetValue());
}
if (from.City.IsSet())
to.City.SetValue(from.City.GetValue());
if (from.Country.IsSet())
to.Country.SetValue(from.Country.GetValue());
if (from.PostalCode.IsSet())
to.PostalCode.SetValue(from.PostalCode.GetValue());
//QBFC7 - unifies county and province to "State"
if (from.State.IsSet())
to.State.SetValue(from.State.GetValue());
}
//############ NEW VENDOR REFRESH, copied and altered from csutomer refresh so any issues may be related to that
/// <summary>
///Update QuickBooks Vendor record from AyaNova
/// </summary>
public static async Task RefreshQBVendorFromAyaNovaAsync(IntegrationItem im)
{
if (im == null) return;//this object is not linked
var r = await GetAsync($"vendor/{im.ObjectId}");
var c = r.ObjectResponse["data"].ToObject<Vendor>();
if (c == null) return;
DataRow dr = _dtQBVendors.Rows.Find(im.IntegrationItemId);
if (dr == null) return; //QBListID not found in client list?
string strEditSequence = await GetQBVendorEditSequenceAsync(im.IntegrationItemId);
if (string.IsNullOrEmpty(strEditSequence))
{
MessageBox.Show("RefreshQBVendorFromAyaNova -> Error: unable to fetch edit sequence from QuickBooks. No changes made.");
return;
}
string sName = c.Name;
if (sName.Length > 41)
sName = sName.Substring(0, 41);
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IVendorMod ca = requestSet.AppendVendorModRq();
//Set field value for ListID
ca.ListID.SetValue(im.IntegrationItemId);
// ca.ParentRef.ListID.SetValue(im.ForeignID);
ca.EditSequence.SetValue(strEditSequence);
dr["FullName"] = sName;
dr["MailAddress"] = new Address();
dr["StreetAddress"] = new Address();
dr["Phone"] = "";
dr["Fax"] = "";
dr["AltPhone"] = "";
dr["Email"] = "";
dr["Contact"] = "";
//dr["Created"] = DateTime.MinValue;//flag indicating fresh record incomplete
dr["Modified"] = DateTime.Now;//ditto
dr["Account"] = "";
ca.Name.SetValue(sName);
ca.Contact.SetValue(T(41, c.Contact));
//ca.LastName.SetValue(T(25, c.Contact));
if (c.Phone1 != null)
ca.Phone.SetValue(T(21, c.Phone1));
else
ca.Phone.SetValue("");
ca.Fax.SetValue(T(21, c.Phone2));
ca.AltPhone.SetValue(T(21, c.Phone3));
ca.Email.SetValue(T(99, c.EmailAddress));
if (!string.IsNullOrWhiteSpace(c.PostAddress))
{
string[] sad = c.PostAddress.Replace("\r\n", "\n").Split('\n');
if (sad.GetLength(0) > 0)
ca.VendorAddress.Addr1.SetValue(T(21, sad[0].TrimEnd()));
if (sad.GetLength(0) > 1)
ca.VendorAddress.Addr2.SetValue(T(21, sad[1].TrimEnd()));
if (sad.GetLength(0) > 2)
ca.VendorAddress.Addr3.SetValue(T(21, sad[2].TrimEnd()));
if (QVersion > 1.1 && sad.GetLength(0) > 3)//4th address line is 2 or newer
ca.VendorAddress.Addr4.SetValue(T(21, sad[3].TrimEnd()));
}
ca.VendorAddress.City.SetValue(T(31, c.PostCity));
ca.VendorAddress.Country.SetValue(T(31, c.PostCountry));
ca.VendorAddress.PostalCode.SetValue(T(13, c.PostCode));
ca.VendorAddress.State.SetValue(T(21, c.PostRegion));
ca.AccountNumber.SetValue(T(99, c.AccountNumber));
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// //// Uncomment the following to view and save the request and response XML
// string requestXML = requestSet.ToXMLString();
// MessageBox.Show(requestXML);
// ////SaveXML(requestXML);
// string responseXML = responseSet.ToXMLString();
// MessageBox.Show(responseXML);
////// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
IVendorRet cr = response.Detail as IVendorRet;
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//Link
im.IntegrationItemName = sName;
im.LastSync = DateTime.Now;
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
MessageBox.Show("RefreshQBVendorFromAyaNova: QuickBooks won't allow refresh of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
//###### new vendor refresh
/// <summary>
/// Import the indicated Vendor
/// to QuickBooks Vendor record
/// </summary>
/// <param name="VendorID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportAyaVendor(long VendorID, ArrayList alErrors)
{
if (!AyaVendorList.Any(z => z.Id == VendorID))
{
alErrors.Add("ImportAyaVendor: Vendor not found in AyaNova (deleted recently?) (" + VendorID.ToString() + ")");
return;
}
var r = await GetAsync($"vendor/{VendorID}");
var c = r.ObjectResponse["data"].ToObject<Vendor>();
string sName = c.Name;
if (sName.Length > 41)
{
sName = sName.Substring(0, 41);
alErrors.Add("ImportAyaVendor: AyaNova Vendor name exceeds 41 character limit for QuickBooks\r\n" +
"Name: " + c.Name + "\r\n" +
"will be imported as: " + sName);
}
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IVendorAdd ca = requestSet.AppendVendorAddRq();
//create a new row to add to the client cache datatable
DataRow dr = _dtQBVendors.NewRow();
dr["FullName"] = sName;
dr["MailAddress"] = new Address();
dr["StreetAddress"] = new Address();
dr["Phone"] = "";
dr["Fax"] = "";
dr["AltPhone"] = "";
dr["Email"] = "";
dr["Contact"] = "";
dr["Created"] = DateTime.MinValue;//flag indicating fresh record incomplete
dr["Modified"] = DateTime.MinValue;//ditto
dr["Account"] = "";
ca.Name.SetValue(sName);
//Case 687
ca.Contact.SetValue(T(41, c.Contact));
if (c.Phone1 != null)
ca.Phone.SetValue(T(21, c.Phone1));
else
ca.Phone.SetValue("");
ca.Fax.SetValue(T(21, c.Phone2));
ca.AltPhone.SetValue(T(21, c.Phone3));
ca.Email.SetValue(T(99, c.EmailAddress));
if (!string.IsNullOrWhiteSpace(c.PostAddress))
{
string[] sad = c.PostAddress.Replace("\r\n", "\n").Split('\n');
if (sad.GetLength(0) > 0)
ca.VendorAddress.Addr1.SetValue(T(21, sad[0].TrimEnd()));
if (sad.GetLength(0) > 1)
ca.VendorAddress.Addr2.SetValue(T(21, sad[1].TrimEnd()));
if (sad.GetLength(0) > 2)
ca.VendorAddress.Addr3.SetValue(T(21, sad[2].TrimEnd()));
if (QVersion > 1.1 && sad.GetLength(0) > 3)//4th address line is 2 or newer
ca.VendorAddress.Addr4.SetValue(T(21, sad[3].TrimEnd()));
}
ca.VendorAddress.City.SetValue(T(31, c.PostCity));
ca.VendorAddress.Country.SetValue(T(31, c.PostCountry));
ca.VendorAddress.PostalCode.SetValue(T(13, c.PostCode));
ca.VendorAddress.State.SetValue(T(21, c.PostRegion));
ca.AccountNumber.SetValue(T(99, c.AccountNumber));
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
IVendorRet cr = response.Detail as IVendorRet;
string sNewCustID = cr.ListID.GetValue();
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//catch the new ID for the QB Item
dr["ID"] = sNewCustID;
//add the new row for the newly imported object
_dtQBVendors.Rows.Add(dr);
//Link
var m = new IntegrationItem { AType = AyaType.Vendor, IntegrationItemName = sName, IntegrationItemId = sNewCustID, LastSync = DateTime.Now, ObjectId = c.Id };
QBIntegration.Items.Add(m);
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportAyaVendor: QuickBooks won't allow import of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Refresh the indicated AyaNova part
/// to it's linked QuickBooks item record
/// </summary>
public static async Task RefreshQBPartFromAyaNova(IntegrationItem im, bool pricesOnly = false)
{
if (im == null) return;//this object is not linked
var r = await GetAsync($"part/{im.ObjectId}");
var c = r.ObjectResponse["data"].ToObject<Part>();
if (c == null) return;
DataRow dr = _dtQBItems.Rows.Find(im.IntegrationItemId);
if (dr == null) return; //QBListID not found in part list?
string sName = c.Name;
if (sName.Length > 31)
sName = sName.Substring(0, 31);
string sDescription = c.Description ?? "";// PartPickList.GetOnePart(c.ID)[0].DisplayName(AyaBizUtils.GlobalSettings.DefaultPartDisplayFormat);
if (sDescription.Length > 4095)
sDescription = sDescription.Substring(0, 4095);
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IItemInventoryMod ca = requestSet.AppendItemInventoryModRq();
//Get and set edit sequence
string sEditSequence = await GetInventoryItemEditSequenceAsync(im.IntegrationItemId);
if (!pricesOnly)
{
dr["FullName"] = sName;
dr["Type"] = qbitemtype.Inventory;
dr["VendorID"] = c.WholeSalerId.ToString();
dr["SalesDesc"] = sDescription;
//Set the qb item values
ca.Name.SetValue(sName);
ca.SalesDesc.SetValue(sDescription);
ca.PurchaseDesc.SetValue(sDescription);
}
dr["Price"] = c.Retail;
dr["Cost"] = c.Cost;
dr["Modified"] = DateTime.Now;
ca.SalesPrice.SetValue((double)c.Retail);
ca.PurchaseCost.SetValue((double)c.Cost);
//if (QVersion > 6.0)//new v8
// ca.ManufacturerPartNumber.SetValue(T(31, c.ManufacturerNumber));
//Set the QB item identification and edit sequence
ca.ListID.SetValue(im.IntegrationItemId);
ca.EditSequence.SetValue(sEditSequence);
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
//// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
im.LastSync = DateTime.Now;
if (!pricesOnly)
im.IntegrationItemName = sName;
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
CopyableMessageBox cp = new CopyableMessageBox(
"RefreshQBPartFromAyaNova: QuickBooks won't allow update of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
cp.ShowDialog();
}
}
/// <summary>
/// Import a list of ayanova parts to QuickBooks
/// </summary>
/// <param name="objectIDList"></param>
public static async Task ImportAyaPart(List<long> objectIDList)
{
ArrayList alErrors = new ArrayList();
foreach (long ayid in objectIDList)
{
try
{
await ImportAyaPart(ayid, alErrors);
}
catch { };
}
if (alErrors.Count != 0)
{
StringBuilder sb = new StringBuilder();
sb.Append("Export AyaNova parts to QuickBooks completed with some errors:\r\n\r\n");
foreach (object o in alErrors)
{
sb.Append((string)o);
sb.Append("\r\n************\r\n");
}
CopyableMessageBox cb = new CopyableMessageBox(sb.ToString());
cb.ShowDialog();
cb.Dispose();
}
}
/// <summary>
/// Import the indicated part
/// to QuickBooks item record
/// </summary>
/// <param name="VendorID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportAyaPart(long PartID, ArrayList alErrors)
{
if (!AyaPartList.Any(z => z.Id == PartID))
{
alErrors.Add("ImportAyaPart: Part not found in AyaNova (deleted recently?) (" + PartID.ToString() + ")");
return;
}
var r = await GetAsync($"part/{PartID}");
var c = r.ObjectResponse["data"].ToObject<Part>();
string sName = c.Name;
if (sName.Length > 31)
{
sName = sName.Substring(0, 31);
alErrors.Add("ImportAyaPart: AyaNova part name exceeds 31 character limit for QuickBooks\r\n" +
"Name: " + c.Name + "\r\n" +
"will be imported as: " + sName);
}
string sDescription = c.Description ?? "";//PartPickList.GetOnePart(c.ID)[0].DisplayName(AyaBizUtils.GlobalSettings.DefaultPartDisplayFormat);
if (sDescription.Length > 4095)
{
sDescription = sDescription.Substring(0, 4095);
alErrors.Add("ImportAyaPart: AyaNova part Description exceeds 4095 character limit for sales description in QuickBooks\r\n" +
"will be imported as: " + sDescription);
}
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IItemInventoryAdd ca = requestSet.AppendItemInventoryAddRq();
//create a new row to add to the client cache datatable
DataRow dr = _dtQBItems.NewRow();
dr["FullName"] = sName;
dr["Type"] = qbitemtype.Inventory;
dr["Price"] = c.Retail;
dr["Cost"] = c.Cost;
dr["SalesDesc"] = sDescription;
dr["ReorderPoint"] = 0;
dr["Modified"] = DateTime.MinValue;
dr["VendorID"] = c.WholeSalerId.ToString();
//------------------------
//Set the qb item values
ca.Name.SetValue(sName);
ca.IncomeAccountRef.ListID.SetValue(QDat.QBInventoryIncomeAccountReference);
ca.COGSAccountRef.ListID.SetValue(QDat.QBInventoryCOGSAccountRef);
ca.AssetAccountRef.ListID.SetValue(QDat.QBInventoryAssetAccountRef);
ca.SalesDesc.SetValue(sDescription);
ca.PurchaseDesc.SetValue(sDescription);
ca.SalesPrice.SetValue((double)c.Retail);
ca.PurchaseCost.SetValue((double)c.Cost);
//if (QVersion > 6.0)//new v8
// ca.ManufacturerPartNumber.SetValue(T(31, c.ManufacturerNumber));
if (USE_INVENTORY)
{
var rstocklevel = await GetAsync($"part/stock-levels/{c.Id}");
var partstocklevels = rstocklevel.ObjectResponse["data"].ToObject<List<PartStockLevel>>();
var rinventorylevel = await GetAsync($"part/latest-inventory/{c.Id}");
var partinventories = rstocklevel.ObjectResponse["data"].ToObject<List<PartInventory>>();
ca.QuantityOnHand.SetValue((double)partinventories.Sum(z => z.Balance));
ca.ReorderPoint.SetValue((double)partstocklevels.Sum(z => z.MinimumQuantity));
}
//------------------------
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
IItemInventoryRet cr = response.Detail as IItemInventoryRet;
string sNewID = cr.ListID.GetValue();
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//catch the new ID for the QB Item
dr["ID"] = sNewID;
//add the new row for the newly imported object
_dtQBItems.Rows.Add(dr);
//Link
var m = new IntegrationItem { AType = AyaType.Part, IntegrationItemName = sName, IntegrationItemId = sNewID, LastSync = DateTime.Now, ObjectId = c.Id };
QBIntegration.Items.Add(m);
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportAyaPart: failed to import " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Import the indicated service rate
/// to QuickBooks item record
/// </summary>
/// <param name="VendorID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportAyaServiceRate(long RateID, ArrayList alErrors)
{
if (!AyaServiceRateList.Any(z => z.Id == RateID))
{
alErrors.Add("ImportAyaServiceRate: ServiceRate not found in AyaNova (deleted recently?) (" + RateID.ToString() + ")");
return;
}
// RatePickList.RatePickListInfo c = ratelist[RateID];
var r = await GetAsync($"service-rate/{RateID}");
var c = r.ObjectResponse["data"].ToObject<ServiceRate>();
string sName = c.Name;
if (sName.Length > 31)
{
sName = sName.Substring(0, 31);
alErrors.Add("ImportAyaServiceRate: AyaNova ServiceRate name exceeds 31 character limit for QuickBooks\r\n" +
"Name: " + c.Name + "\r\n" +
"will be imported as: " + sName);
}
string sDescription = c.Name;
if (string.IsNullOrEmpty(sDescription)) sDescription = c.Name;
if (sDescription.Length > 4095)
{
sDescription = sDescription.Substring(0, 4095);
alErrors.Add("ImportAyaServiceRate: AyaNova ServiceRate description exceeds 4095 character limit for sales description in QuickBooks\r\n" +
"will be imported as: " + sDescription);
}
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IItemServiceAdd ca = requestSet.AppendItemServiceAddRq();
//create a new row to add to the client cache datatable
DataRow dr = _dtQBItems.NewRow();
dr["FullName"] = sName;
dr["Type"] = qbitemtype.Service;
dr["Price"] = c.Charge;
dr["Cost"] = c.Cost;
dr["SalesDesc"] = sDescription;
dr["ReorderPoint"] = 0;
dr["Modified"] = DateTime.MinValue;
dr["VendorID"] = "";
//------------------------
//Set the qb item values
ca.Name.SetValue(sName);
ca.ORSalesPurchase.SalesOrPurchase.Desc.SetValue(sDescription);
ca.ORSalesPurchase.SalesOrPurchase.ORPrice.Price.SetValue((double)c.Charge);
ca.ORSalesPurchase.SalesOrPurchase.AccountRef.ListID.SetValue(QDat.QBServiceIncomeAccountRef);
//------------------------
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
IItemServiceRet cr = response.Detail as IItemServiceRet;
string sNewID = cr.ListID.GetValue();
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//catch the new ID for the QB Item
dr["ID"] = sNewID;
//add the new row for the newly imported object
_dtQBItems.Rows.Add(dr);
//Link
var m = new IntegrationItem { AType = AyaType.ServiceRate, IntegrationItemName = sName, IntegrationItemId = sNewID, LastSync = DateTime.Now, ObjectId = c.Id };
QBIntegration.Items.Add(m);
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportAyaServiceRate: QuickBooks won't allow import of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
//TRAVEL RATE
/// <summary>
/// Import the indicated Travel rate
/// to QuickBooks item record
/// </summary>
/// <param name="VendorID"></param>
/// <param name="alErrors">An arraylist to hold strings indicating errors on fail</param>
public static async Task ImportAyaTravelRate(long RateID, ArrayList alErrors)
{
if (!AyaTravelRateList.Any(z => z.Id == RateID))
{
alErrors.Add("ImportAyaTravelRate: TravelRate not found in AyaNova (deleted recently?) (" + RateID.ToString() + ")");
return;
}
// RatePickList.RatePickListInfo c = ratelist[RateID];
var r = await GetAsync($"travel-rate/{RateID}");
var c = r.ObjectResponse["data"].ToObject<TravelRate>();
string sName = c.Name;
if (sName.Length > 31)
{
sName = sName.Substring(0, 31);
alErrors.Add("ImportAyaTravelRate: AyaNova TravelRate name exceeds 31 character limit for QuickBooks\r\n" +
"Name: " + c.Name + "\r\n" +
"will be imported as: " + sName);
}
string sDescription = c.Name;
if (string.IsNullOrEmpty(sDescription)) sDescription = c.Name;
if (sDescription.Length > 4095)
{
sDescription = sDescription.Substring(0, 4095);
alErrors.Add("ImportAyaTravelRate: AyaNova TravelRate description exceeds 4095 character limit for sales description in QuickBooks\r\n" +
"will be imported as: " + sDescription);
}
//Connect to QB and fill
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
//Import seems safe...
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
IItemServiceAdd ca = requestSet.AppendItemServiceAddRq();
//create a new row to add to the client cache datatable
DataRow dr = _dtQBItems.NewRow();
dr["FullName"] = sName;
dr["Type"] = qbitemtype.Service;
dr["Price"] = c.Charge;
dr["Cost"] = c.Cost;
dr["SalesDesc"] = sDescription;
dr["ReorderPoint"] = 0;
dr["Modified"] = DateTime.MinValue;
dr["VendorID"] = "";
//------------------------
//Set the qb item values
ca.Name.SetValue(sName);
ca.ORSalesPurchase.SalesOrPurchase.Desc.SetValue(sDescription);
ca.ORSalesPurchase.SalesOrPurchase.ORPrice.Price.SetValue((double)c.Charge);
ca.ORSalesPurchase.SalesOrPurchase.AccountRef.ListID.SetValue(QDat.QBServiceIncomeAccountRef);
//------------------------
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
// Uncomment the following to view and save the request and response XML
//string requestXML = requestSet.ToXMLString();
//MessageBox.Show(requestXML);
// SaveXML(requestXML);
//string responseXML = responseSet.ToXMLString();
//MessageBox.Show(responseXML);
// SaveXML(responseXML);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
IItemServiceRet cr = response.Detail as IItemServiceRet;
string sNewID = cr.ListID.GetValue();
requestSet.ClearRequests();
//----------------
// Close the session and connection with QuickBooks
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//catch the new ID for the QB Item
dr["ID"] = sNewID;
//add the new row for the newly imported object
_dtQBItems.Rows.Add(dr);
//Link
var m = new IntegrationItem { AType = AyaType.TravelRate, IntegrationItemName = sName, IntegrationItemId = sNewID, LastSync = DateTime.Now, ObjectId = c.Id };
QBIntegration.Items.Add(m);
}
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("ImportAyaTravelRate: QuickBooks won't allow import of " + sName + "\r\n" +
"Due to the following error:\r\n" + ex.Message);
}
}
private static string T(int nLength, string s)
{
if (string.IsNullOrWhiteSpace(s)) return "";
if (s.Length <= nLength) return s;
else
return s.Substring(0, nLength);
}
#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 Reason { get; set; }
public decimal AyaPrice { get; set; }
public decimal QBPrice { get; set; }
public long WorkOrderItemPartId { get; set; }
public long WorkOrderItemId { get; set; }
public long WorkOrderId { get; set; }
public string QBListID { get; set; }
public string Fix { 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 async Task<bool> ScanLinksOK(long workOrderId, List<MisMatch> MisMatches, List<long> PriceOverrides)
{
bool bReturn = true;
bool bSomethingToInvoice = false;
var a = await GetAsync($"workorder/{workOrderId}");
WorkOrder w = a.ObjectResponse["data"].ToObject<WorkOrder>();
if (w == null)
throw new Exception($"ScanLinksOK: WorkOrder with id {workOrderId} was not found in AyaNova and may have just been deleted.\r\nUnable to proceed.");
//Client ok?
if (!QBIntegration.Items.Any(z => z.AType == AyaType.Customer && z.ObjectId == w.CustomerId))
{
bReturn = false;
AddMisMatch(AyaClientList.FirstOrDefault(z => z.Id == w.CustomerId).Name,
w.CustomerId,
AyaType.Customer,
0,
0,
MisMatchReason.NotLinkedToQB,
MisMatches);
}
//Service rates:
foreach (WorkOrderItem wi in w.Items)
{
#region Labor
foreach (WorkOrderItemLabor wl in wi.Labors)
{
//If there's *any* labor then there is something to invoice
bSomethingToInvoice = true;
//Check that rate isn't actually guid.empty
//it's possible that some users have not selected a rate on the workorder
if (null == wl.ServiceRateId || wl.ServiceRateId == 0)
throw new System.ApplicationException($"ERROR: Workorder {w.Serial} has a Labor item with no rate selected\r\nThis is a serious problem for QBI and needs to be rectified before QBI can be used.\r\n");
if (!QBIntegration.Items.Any(z => z.AType == AyaType.ServiceRate && z.ObjectId == wl.ServiceRateId))
{
bReturn = false;
AddMisMatch(AyaServiceRateList.FirstOrDefault(z => z.Id == wl.ServiceRateId).Name,
(long)wl.ServiceRateId,
AyaType.ServiceRate,
wi.WorkOrderId,
wi.Id,
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 empty
//it's possible that some users have not selected a rate on the workorder
if (null == wt.TravelRateId || wt.TravelRateId == 0)
throw new System.ApplicationException($"ERROR: Workorder {w.Serial} has a Travel item with no rate selected\r\nThis is a serious problem for QBI and needs to be rectified before QBI can be used.\r\n");
if (!QBIntegration.Items.Any(z => z.AType == AyaType.TravelRate && z.ObjectId == wt.TravelRateId))
{
bReturn = false;
AddMisMatch(AyaTravelRateList.FirstOrDefault(z => z.Id == wt.TravelRateId).Name,
(long)wt.TravelRateId,
AyaType.TravelRate,
wi.WorkOrderId,
wi.Id,
MisMatchReason.NotLinkedToQB,
MisMatches); ;
}
}
#endregion
#region Parts
foreach (WorkOrderItemPart wp in wi.Parts)
{
//If there's *any* parts then there is something to invoice
bSomethingToInvoice = true;
//Changed: 14-Nov-2006 to check that linked item id exists in qb
var mappedPart = QBIntegration.Items.FirstOrDefault(z => z.AType == AyaType.Part && z.ObjectId == wp.PartId);
if (mappedPart == null || QBItems.Rows.Find(mappedPart.IntegrationItemId) == null)
{
bReturn = false;
AddMisMatch(AyaPartList.FirstOrDefault(z => z.Id == wp.PartId).Name,
wp.PartId,
AyaType.Part,
wi.WorkOrderId,
wi.Id,
MisMatchReason.NotLinkedToQB,
MisMatches);
}
else
{
//check the price
if (!PriceOverrides.Contains(wp.Id))
{
var ayaPartRecord = AyaPartList.FirstOrDefault(z => z.Id == wp.PartId);
decimal qbPrice = (decimal)QBItems.Rows.Find(mappedPart.IntegrationItemId)["Price"];
//------------DISCOUNT-----------------
string disco = "";
//Added:20-July-2006 to incorporate discounts on parts into qb invoice
decimal charge = wp.PriceViz;//price viz is the final per item price including any discounts
//was there an adjustment on the work order of the price?
if (wp.PriceViz != wp.ListPrice)
{
//there was some form of adjustment (not necessarily a discount)
disco = " (Price " + wp.ListPrice.ToString("c") + " adjusted on workorder to " + wp.PriceViz.ToString("c") + ") \r\n";
}
//-----------------------------
//It's a match, let's see if the price matches as well
if (charge != qbPrice)
{
bReturn = false;
AddMisMatch($"WO: {w.Serial}{disco} Part: {ayaPartRecord.Name}",
wp.PartId,
AyaType.Part,
wi.WorkOrderId,
wi.Id,
MisMatchReason.PriceDifferent,
MisMatches,
qbPrice,
charge,
wp.Id,
mappedPart.IntegrationItemId);
}
}
}
}
#endregion
#region Outside service charges
if (wi.OutsideServices.Count > 0)
{
if (wi.OutsideServices.Any(z => z.PriceViz != 0))//priceviz incorporates shipping and repairs together so unlike in qbi v7 only need to check that one field for the entire collection
{
bSomethingToInvoice = true;
//there is something billable, just need to make sure
//that there is a QB charge defined for outside service
if (string.IsNullOrWhiteSpace(QDat.OutsideServiceChargeAs) ||
!QBItems.Rows.Contains(QDat.OutsideServiceChargeAs))
{
bReturn = false;
AddMisMatch("Outside services - can't be billed as not yet mapped to a QB Charge item\r\nSet in Tools->Preferences",
0,
AyaType.WorkOrderItemOutsideService,
wi.WorkOrderId,
wi.Id,
MisMatchReason.NotLinkedToQB,
MisMatches);
}
}
}
#endregion
#region Workorder item loan charges
if (wi.Loans.Count > 0)
{
//foreach (WorkOrderItemLoan wil in wi.Loans)
if (wi.Loans.Any(z => z.PriceViz != 0))
{
//if (wil.PriceViz != 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 (string.IsNullOrWhiteSpace(QDat.WorkorderItemLoanChargeAs) ||
!QBItems.Rows.Contains(QDat.WorkorderItemLoanChargeAs))
{
bReturn = false;
AddMisMatch("Workorder item loan - can't be billed as not yet mapped to a QB Charge item\r\nSet in Tools->Preferences",
0,
AyaType.WorkOrderItemLoan,
wi.WorkOrderId,
wi.Id,
MisMatchReason.NotLinkedToQB,
MisMatches);
break;
}
//}
}
}
#endregion
#region Workorder item misc expenses
if (wi.Expenses.Count > 0)
{
//foreach (WorkOrderItemMiscExpense wie in wi.Expenses)
if (wi.Expenses.Any(z => z.ChargeToCustomer && z.ChargeAmount != 0))
{
bSomethingToInvoice = true;
//there is something billable, just need to make sure
//that there is a QB charge defined for misc expense item charges
if (string.IsNullOrWhiteSpace(QDat.MiscExpenseChargeAs) ||
!QBItems.Rows.Contains(QDat.MiscExpenseChargeAs))
{
bReturn = false;
AddMisMatch("Workorder item expense - can't be billed as not yet mapped to a QB Charge item\r\nSet in Tools->Preferences",
0,
AyaType.WorkOrderItemExpense,
wi.WorkOrderId,
wi.Id,
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.Serial + " - Nothing chargeable on it, will not be invoiced",
0,
AyaType.NoType,
0,
0,
MisMatchReason.NothingToInvoice,
MisMatches);
}
return bReturn;
}
private static void AddMisMatch(string Name, long ObjectId, AyaType ObjectType, long WorkOrderId, long WorkOrderItemId, MisMatchReason Reason, List<MisMatch> Mismatches)
{
AddMisMatch(Name, ObjectId, ObjectType, WorkOrderId, WorkOrderItemId, Reason, Mismatches, 0m, 0m, 0, "");
}
private static void AddMisMatch(string Name,
long ObjectId,
AyaType ObjectType,
long WorkOrderId,
long WorkOrderItemId,
MisMatchReason Reason,
List<MisMatch> Mismatches,
decimal QBPrice,
decimal AyaPrice,
long 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 (var m in Mismatches)
{
//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.ObjectId == ObjectId && m.ObjectType == ObjectType)
{
bDuplicate = true;
break;
}
}
}
if (!bDuplicate)
{
string theFix = string.Empty;
switch (Reason)
{
case MisMatchReason.NothingToInvoice:
theFix = "Nothing to invoice";
break;
case MisMatchReason.PriceDifferent:
theFix = "Fix price";
break;
case MisMatchReason.NotLinkedToQB:
if (ObjectType == AyaType.Customer)
{
theFix = "Link / Export";
}
else
{
theFix = "Link";
}
break;
default:
break;
}
Mismatches.Add(new MisMatch
{
Name = Name,
ObjectId = ObjectId,
ObjectType = ObjectType,
Reason = Reason,
AyaPrice = AyaPrice,
QBPrice = QBPrice,
WorkOrderItemPartId = WorkOrderItemPartId,
WorkOrderItemId = WorkOrderItemId,
WorkOrderId = WorkOrderId,
QBListID = QBListID,
Fix = theFix
});
}
}
#endregion wo_mismatch_scan
#region Invoice
/// <summary>
/// Invoice out the workorders contained in the array list
/// as one single invoice
///
/// Put in descriptive text as necessary and when sucessfully invoiced
/// set workorders in list to status selected for post invoicing and
/// set invoice number and then close them
/// </summary>
/// <param name="selectedWorkOrderIdList"></param>
/// <returns></returns>
public static async Task Invoice(List<long> selectedWorkOrderIdList, ArrayList alErrors)
{
if (selectedWorkOrderIdList.Count == 0) return;
//Connect to QB
// IY: Create the session manager object using QBFC
QBSessionManager sessionManager = new QBSessionManager();
// IY: We want to know if we begun a session so we can end it if an
// error happens
bool booSessionBegun = false;
try
{
// IY: Get the RequestMsgSet based on the correct QB Version
IMsgSetRequest requestSet = getLatestMsgSetRequest(sessionManager);
// IY: Initialize the message set request object
requestSet.Attributes.OnError = ENRqOnError.roeStop;
// IY: Add the request to the message set request object
//Create invoice
IInvoiceAdd i = requestSet.AppendInvoiceAddRq();
//a string to hold the memo field
StringBuilder sbMemo = new StringBuilder();
if (QDat.SetMemoField)
{
sbMemo.Append("Imported by: " + AyaNovaUserName);
if (selectedWorkOrderIdList.Count > 1)
{
sbMemo.Append(" Workorders: ");
}
else
{
sbMemo.Append(" Workorder: ");
}
}
//Keep track if first time through so
//we can set invoice header stuff based on first workorder's client etc
bool bFirstLoop = true;
//Loop through alworkorders
foreach (long SelectedWorkOrderId in selectedWorkOrderIdList)
{
var woReponse = await GetAsync($"workorder/{SelectedWorkOrderId}");
WorkOrder w = woReponse.ObjectResponse["data"].ToObject<WorkOrder>();
if (w == null)
throw new Exception($"util.Invoice: WorkOrder with record id {SelectedWorkOrderId} was not found in AyaNova and may have just been deleted.\r\nUnable to invoice this wo.");
var OrderedWorkOrderItems = w.Items.OrderBy(z => z.Sequence).ToList();
if (bFirstLoop)
{
bFirstLoop = false;
//Set client
i.CustomerRef.ListID.SetValue(QBIntegration.Items.First(z => z.ObjectId == w.CustomerId && z.AType == AyaType.Customer).IntegrationItemId);
//Set QB Invoice template
if (!(QVersion < 3))//templates are qbxml 3 or greater
{
if (QDat.QBInvoiceTemplate != null && QDat.QBInvoiceTemplate != "")
i.TemplateRef.ListID.SetValue(QDat.QBInvoiceTemplate);
}
//Set Class
if (QDat.TransactionClass != null && QDat.TransactionClass != "" &&
QDat.TransactionClass != TRANSACTION_CLASS_NO_CLASS_SELECTED)//case 3268
i.ClassRef.ListID.SetValue(QDat.TransactionClass);
//Set ToBePrinted
if (QDat.ToBePrinted)
i.IsToBePrinted.SetValue(true);
}
else
{
//put a comma after the last workorder number that was
//added to the memo string
if (QDat.SetMemoField)
sbMemo.Append(", ");
}
//if set memo true then build memo string from workorder service numbers etc
if (QDat.SetMemoField)
sbMemo.Append(w.Serial.ToString());
#region Invoice header text
if (QDat.HasInvoiceHeaderTemplate)
{
string s = QDat.InvoiceHeaderTemplate;
if (s.IndexOf("~WO#~") != -1)
{
s = s.Replace("~WO#~", w.Serial.ToString());
}
if (s.IndexOf("~CONTACT~") != -1)
{
s = s.Replace("~CONTACT~", w.CustomerContactName);
}
if (s.IndexOf("~CREF#~") != -1)
{
s = s.Replace("~CREF#~", w.CustomerReferenceNumber);
}
if (s.IndexOf("~OURREF#~") != -1)
{
s = s.Replace("~OURREF#~", w.InternalReferenceNumber);
}
if (s.IndexOf("~PROJ~") != -1)
{
//no need to check if empty or not set as server populates this only if there is something anyway
s = s.Replace("~PROJ~", w.ProjectViz);//if necessary to provide an empty string instead of null can do a null coalesce here
}
if (s.IndexOf("~CLIENT~") != -1)
{
s = s.Replace("~CLIENT~", w.CustomerViz);
}
if (s.IndexOf("~SERVDATE~") != -1)
{
s = s.Replace("~SERVDATE~", DateToLocalString(w.ServiceDate));
}
if (s.IndexOf("~STAT~") != -1)
{
s = s.Replace("~STAT~", w.LastStateNameViz);
}
if (s.IndexOf("~DESC~") != -1)
{
s = s.Replace("~DESC~", w.Notes);
}
InvoiceAddText(i, s);
}
#endregion header text
#region Part charges
foreach (var it in OrderedWorkOrderItems)
{
foreach (var p in it.Parts)
{
InvoiceAddCharge(i, QBIntegration.Items.First(z => z.ObjectId == p.PartId && z.AType == AyaType.Part).IntegrationItemId, p.Quantity, p.PriceViz);
string sn = p.Serials;
if (!string.IsNullOrWhiteSpace(sn))
InvoiceAddText(i, "SN: " + sn);
if (!string.IsNullOrWhiteSpace(p.Description))
InvoiceAddText(i, p.Description);
}
}
#endregion part charges
#region Service charges
foreach (var it in OrderedWorkOrderItems)
{
foreach (var l in it.Labors)
{
//Added 20-July-2006 to not charge for banked hours
//if (l.ServiceBankID != Guid.Empty)
//{
// InvoiceAddCharge(i, QBI.Maps[l.ServiceRateID].ForeignID, l.ServiceRateQuantity, 0);
//}
//else
InvoiceAddCharge(i,
QBIntegration.Items.First(z => z.ObjectId == l.ServiceRateId && z.AType == AyaType.ServiceRate).IntegrationItemId,
l.ServiceRateQuantity,
AyaServiceRateList.First(z => z.Id == l.ServiceRateId).Charge);
}
}
#endregion Service charges
#region Travel charges
foreach (var it in OrderedWorkOrderItems)
{
foreach (var l in it.Travels)
{
InvoiceAddCharge(i,
QBIntegration.Items.First(z => z.ObjectId == l.TravelRateId && z.AType == AyaType.TravelRate).IntegrationItemId,
l.TravelRateQuantity,
AyaTravelRateList.First(z => z.Id == l.TravelRateId).Charge);
}
}
#endregion Travel charges
#region MiscExpense charges
foreach (var it in OrderedWorkOrderItems)
{
foreach (var l in it.Expenses)
{
if (l.ChargeToCustomer)
{
InvoiceAddCharge(i, QDat.MiscExpenseChargeAs, 1, l.ChargeAmount);
}
}
}
#endregion MiscExpense charges
#region Loaner charges
foreach (var it in OrderedWorkOrderItems)
{
foreach (var l in it.Loans)
{
InvoiceAddCharge(i, QDat.WorkorderItemLoanChargeAs, l.Quantity, l.PriceViz);
}
}
#endregion Loaner charges
#region OutsideService charges
foreach (var it in OrderedWorkOrderItems)
{
foreach (var os in it.OutsideServices)
{
if (os.PriceViz != 0)
InvoiceAddCharge(i, QDat.OutsideServiceChargeAs, 1, os.PriceViz);
}
}
#endregion OutsideService charges
//Descriptive footer text
//Loop through workorder items
//inserting descriptive text as required
if (QDat.HasAnyInvoiceFooterTemplateFields)
{
foreach (var it in OrderedWorkOrderItems)
{
#region Item (footer) fields
if (!string.IsNullOrWhiteSpace(QDat.InvoiceFooterTemplate))
{
string s = QDat.InvoiceFooterTemplate;
if (s.IndexOf("~ITEM_SUMMARY~") != -1)
{
s = s.Replace("~ITEM_SUMMARY~", it.Notes);
}
if (s.IndexOf("~ITEM_SERVICE_NOTES~") != -1)
{
s = s.Replace("~ITEM_SERVICE_NOTES~", it.TechNotes);
}
if (s.IndexOf("~ITEM_TAGS~") != -1)
{
s = s.Replace("~ITEM_TAGS~", string.Join(",", it.Tags));
}
if (s.IndexOf("~ITEM_REQUEST_DATE~") != -1)
{
s = s.Replace("~ITEM_REQUEST_DATE~", DateToLocalString(it.RequestDate));
}
if (s.IndexOf("~ITEM_STATUS~") != -1)
{
s = s.Replace("~ITEM_STATUS~", it.WorkOrderItemStatusNameViz);
}
InvoiceAddText(i, s);
}
#endregion item
#region Unit fields
if (!string.IsNullOrWhiteSpace(QDat.InvoiceUnitTemplate))
{
foreach (var u in it.Units)
{
string s = QDat.InvoiceUnitTemplate;
if (s.IndexOf("~UNIT_DESC~") != -1)
{
s = s.Replace("~UNIT_DESC~", u.UnitDescriptionViz);
}
if (s.IndexOf("~UNIT_NAME~") != -1)
{
s = s.Replace("~UNIT_NAME~", u.UnitViz);
}
if (s.IndexOf("~UNIT_METER~") != -1)
{
if (!u.UnitMeteredViz)
s = s.Replace("~UNIT_METER~", "");
else
{
//todo: fetch full unit record here to get lastmeter from it
// [HttpGet("unit/meter-reading/{id}")]
var lastMeterResponse = await GetAsync($"unit/meter-reading/{u.UnitId}");
var lastMeterReading = woReponse.ObjectResponse["data"].ToObject<UnitMeterReading>();
if (lastMeterReading != null)
s = s.Replace("~UNIT_METER~", lastMeterReading.Meter.ToString());
}
}
if (s.IndexOf("~UNIT_MAKE~") != -1)
{
s = s.Replace("~UNIT_MAKE~", u.UnitModelVendorViz);
}
if (s.IndexOf("~UNIT_MODEL_NAME~") != -1)
{
s = s.Replace("~UNIT_MODEL_NAME~", u.UnitModelNameViz);
}
//in v8 model number and name are combined in single name field and imported from v7 {model_number}+{model_name} so name covers both
//if (s.IndexOf("~UNIT_MODEL_NUMBER~") != -1)
//{
// s = s.Replace("~UNIT_MODEL_NUMBER~", u.viz);
//}
InvoiceAddText(i, s);
}
}
#endregion unit
#region Labor fields
if (!string.IsNullOrWhiteSpace(QDat.InvoiceServiceTemplate))
{
foreach (var wl in it.Labors)
{
string s = QDat.InvoiceServiceTemplate;
if (s.IndexOf("~SERVICE_START~") != -1)
{
s = s.Replace("~SERVICE_START~",DateToLocalString(wl.ServiceStartDate));
}
if (s.IndexOf("~SERVICE_STOP~") != -1)
{
s = s.Replace("~SERVICE_STOP~", DateToLocalString(wl.ServiceStopDate));
}
if (s.IndexOf("~SERVICE_QUANTITY~") != -1)
{
s = s.Replace("~SERVICE_QUANTITY~", wl.ServiceRateQuantity.ToString());
}
if (s.IndexOf("~NO_CHARGE_QUANTITY~") != -1)
{
s = s.Replace("~NO_CHARGE_QUANTITY~", wl.NoChargeQuantity.ToString());
}
if (s.IndexOf("~RATE_NAME~") != -1)
{
s = s.Replace("~RATE_NAME~", AyaServiceRateList.First(z => z.Id == wl.ServiceRateId).Name);
}
if (s.IndexOf("~SERVICE_TECH~") != -1)
{
s = s.Replace("~SERVICE_TECH~", wl.UserViz);
}
if (s.IndexOf("~DETAILS~") != -1)
{
s = s.Replace("~DETAILS~", wl.ServiceDetails);
}
InvoiceAddText(i, s);
}
}
#endregion service
#region Travel fields
if (!string.IsNullOrWhiteSpace(QDat.InvoiceTravelTemplate))
{
foreach (var wt in it.Travels)
{
string s = QDat.InvoiceTravelTemplate;
if (s.IndexOf("~TRAVEL_START~") != -1)
{
s = s.Replace("~TRAVEL_START~", DateToLocalString(wt.TravelStartDate));
}
if (s.IndexOf("~TRAVEL_STOP~") != -1)
{
s = s.Replace("~TRAVEL_STOP~", DateToLocalString(wt.TravelStopDate));
}
if (s.IndexOf("~TRAVEL_QUANTITY~") != -1)
{
s = s.Replace("~TRAVEL_QUANTITY~", wt.TravelRateQuantity.ToString());
}
if (s.IndexOf("~TRAVEL_NO_CHARGE_QUANTITY~") != -1)
{
s = s.Replace("~TRAVEL_NO_CHARGE_QUANTITY~", wt.NoChargeQuantity.ToString());
}
if (s.IndexOf("~TRAVEL_RATE_NAME~") != -1)
{
s = s.Replace("~TRAVEL_RATE_NAME~", AyaTravelRateList.First(z => z.Id == wt.TravelRateId).Name);
}
if (s.IndexOf("~TRAVEL_TECH~") != -1)
{
s = s.Replace("~TRAVEL_TECH~", wt.UserViz);
}
if (s.IndexOf("~TRAVEL_DETAILS~") != -1)
{
s = s.Replace("~TRAVEL_DETAILS~", wt.TravelDetails);
}
if (s.IndexOf("~TRAVEL_DISTANCE~") != -1)
{
s = s.Replace("~TRAVEL_DISTANCE~", wt.Distance.ToString());
}
InvoiceAddText(i, s);
}
}
#endregion travel fields
#region Outside fields
if (!string.IsNullOrWhiteSpace(QDat.OutsideServiceChargeAs))
{
foreach (var os in it.OutsideServices)
{
string s = QDat.InvoiceOutsideServiceTemplate;
if (s.IndexOf("~REPAIR_PRICE~") != -1)
{
s = s.Replace("~REPAIR_PRICE~", os.RepairPrice.ToString("c"));
}
if (s.IndexOf("~SHIP_CHARGE~") != -1)
{
s = s.Replace("~SHIP_CHARGE~", os.ShippingPrice.ToString("c"));
}
if (s.IndexOf("~SENT~") != -1)
{
s = s.Replace("~SENT~", DateToLocalString(os.SentDate));
}
if (s.IndexOf("~RETURNED~") != -1)
{
s = s.Replace("~RETURNED~", DateToLocalString(os.ReturnDate));
}
if (s.IndexOf("~NOTES~") != -1)
{
s = s.Replace("~NOTES~", os.Notes);
}
InvoiceAddText(i, s);
}
}
#endregion outside service
#region Misc expense fields
if (!string.IsNullOrWhiteSpace(QDat.InvoiceMiscExpenseTemplate))
{
foreach (var e in it.Expenses)
{
string s = QDat.InvoiceMiscExpenseTemplate;
if (s.IndexOf("~CHARGES~") != -1)
{
s = s.Replace("~CHARGES~", e.ChargeAmount.ToString("c"));
}
if (s.IndexOf("~SUMMARY~") != -1)
{
s = s.Replace("~SUMMARY~", e.Name);
}
if (s.IndexOf("~DESCRIPTION~") != -1)
{
s = s.Replace("~DESCRIPTION~", e.Description);
}
if (s.IndexOf("~TECH~") != -1)
{
s = s.Replace("~TECH~", e.UserViz);
}
InvoiceAddText(i, s);
}
}
#endregion misc expense
#region Loan item fields
if (!string.IsNullOrWhiteSpace(QDat.InvoiceLoanItemTemplate))
{
foreach (var l in it.Loans)
{
string s = QDat.InvoiceLoanItemTemplate;
if (s.IndexOf("~CHARGE~") != -1)
{
s = s.Replace("~CHARGE~", l.NetViz.ToString("c"));
}
if (s.IndexOf("~ITEM~") != -1)
{
s = s.Replace("~ITEM~",l.LoanUnitViz);
}
if (s.IndexOf("~LOANED~") != -1)
{
s = s.Replace("~LOANED~",DateToLocalString(l.OutDate));
}
if (s.IndexOf("~LOAN_RETURNED~") != -1)
{
s = s.Replace("~LOAN_RETURNED~", DateToLocalString(l.ReturnDate));
}
if (s.IndexOf("~LOAN_NOTES~") != -1)
{
s = s.Replace("~LOAN_NOTES~", l.Notes);
}
InvoiceAddText(i, s);
}
}
#endregion loan item expense
}
}
}
//Set memo field
if (QDat.SetMemoField)
{
i.Memo.SetValue(T(4094, sbMemo.ToString()));
}
//This is intended to be called after already sucessfully connected
//to get version info so no special safety checks here
sessionManager.OpenConnection2("", "AyaNova QBI", ENConnectionType.ctLocalQBDLaunchUI);
sessionManager.BeginSession("", ENOpenMode.omDontCare);
booSessionBegun = true;
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);
IResponse response = responseSet.ResponseList.GetAt(0);
//nonzero indicates an error this is unrecoverable
//so throw an exception
if (response.StatusCode != 0)
{
throw new ApplicationException(response.StatusMessage + " Code: " + response.StatusCode);
}
string InvoiceNumber = "";
IInvoiceRet ir = (IInvoiceRet)response.Detail;
if (ir.RefNumber != null)
InvoiceNumber = ir.RefNumber.GetValue();
// Close the session and connection with QuickBooks
requestSet.ClearRequests();
sessionManager.EndSession();
booSessionBegun = false;
sessionManager.CloseConnection();
//If Successful post:
//Loop through all workorders again and set their invoice number, status and close them
//Loop through alworkorders
foreach (object o in selectedWorkOrderIdList)
{
Workorder w = Workorder.GetItem((Guid)o);
if (QDat.PostWOStatus != Guid.Empty)
{
w.WorkorderService.WorkorderStatusID = QDat.PostWOStatus;
}
w.WorkorderService.InvoiceNumber = InvoiceNumber;
//Case 7
if (QDat.AutoClose)
w.Closed = true;
w.Save();
}
}//end try block
catch (Exception ex)
{
if (booSessionBegun)
{
sessionManager.EndSession();
sessionManager.CloseConnection();
}
//crack the exception in case it's a generic dataportal one
//and it is if it's got an inner exception of any kind
if (ex.InnerException != null) ex = ex.InnerException;
alErrors.Add("Invoice: Invoicing failed due to the following error:\r\n" + ex.Message);
}
}
/// <summary>
/// Add text to the invoice
/// chopping into chunks less than the max 4095 characters limit
/// as necessary
/// </summary>
private static void InvoiceAddText(IInvoiceAdd i, string Text)
{
if (Text == null || Text == "") return;
ArrayList lines = new ArrayList();
while (Text.Length > 4094)
{
lines.Add(Text.Substring(0, 4094));
Text = Text.Remove(0, 4094);
}
//Get the last bit
if (Text.Length > 0)
lines.Add(Text);
//Loop through lines and add them one at a time to the invoice
foreach (object o in lines)
{
i.ORInvoiceLineAddList.Append().InvoiceLineAdd.Desc.SetValue((string)o);
}
}
/// <summary>
/// Add charge line to the invoice
///
/// </summary>
private static void InvoiceAddCharge(IInvoiceAdd i, string QBListID, decimal Quantity, decimal rate)
{
IInvoiceLineAdd line = i.ORInvoiceLineAddList.Append().InvoiceLineAdd;//.InvoiceLineAdd.Desc.SetValue((string)o);
line.ItemRef.ListID.SetValue(QBListID);
line.Quantity.SetValue((double)Quantity);
//QBFC7 - unified, now seems to use US style for all editions
//if(QCountry!="US")
// line.ORRate.Rate.SetValue(Convert.ToDouble(rate));
//else
line.ORRatePriceLevel.Rate.SetValue(Convert.ToDouble(rate));
//
}
#endregion
#endregion qbi stuff (anything not api)
#region general utils
public static void OpenWebURL(object oUrl)
{
if (oUrl == null) return;
string sUrl = oUrl.ToString();
if (sUrl == "") return;
if (sUrl.ToLower().StartsWith("http"))
System.Diagnostics.Process.Start(sUrl);
else
System.Diagnostics.Process.Start("https://" + sUrl);
}
/// <summary>
/// Return a semantic versioning display of assembly version information
/// </summary>
/// <param name="fileVersion"></param>
/// <returns></returns>
public static string DisplayVersion(Version fileVersion)//case 2003
{
return fileVersion.Major.ToString() + "." + fileVersion.Minor.ToString();
}
//v8 dates come in utc format and many are empty potentially so need to deal with that
private static string DateToLocalString(DateTime? d)
{
var servDateString = "-";
if (d != null)
servDateString = ((DateTime)d).ToLocalTime().ToString();
return servDateString;
}
#endregion general utils
}//EOC
}//EONS