Jira Code: SMT-27
Description:
Create a suitelet page which shows the list of transactions: Credit memo, Invoice, Bill, Journal Entry & Expense report which is ready to approve based on certain conditions. The conditions are given below:
- The Team lead(role) can view the approval page with the transactions: Credit memo, Invoice, Vendor bill, Journal entry & Expense report created by the roles: Team lead, Approve User, Manager User & SS_Super User, but can’t approve.
- The Approve User (role) can view the approval page with the transactions: Credit memo, Invoice, Vendor bill, Journal entry & Expense report created by the roles: Team Lead and other Approve users and can approve them.
- The Manager User (role) can view the approval page with the transactions: Credit memo, Invoice, Vendor bill, Journal entry & Expense report created by the roles: Team Lead, Approve Users, and other Manager User & can approve them.
- The SS_Super User (role) can view the approval page with the transactions: Credit memo, Invoice, Vendor bill, Journal entry & Expense report created by the roles: Team Lead, Approve Users, Manager User & SS_Super user & can approve them.
Suitelet:
/**
* @NApiVersion 2.x
* @NScriptType Suitelet
* @NModuleScope SameAccount
*/define(['N/ui/serverWidget', 'N/search', 'N/record', 'N/runtime', 'N/http', 'N/https', 'N/url'],
function(serverWidget, search, record, runtime, http, https, url) {
/**
* Definition of the Suitelet script trigger point.
*
* @param {Object} context
* @param {ServerRequest} context.request - Encapsulation of the incoming request
* @param {ServerResponse} context.response - Encapsulation of the Suitelet response
* @Since 2015.2
*/
function onRequest(context) {
try {
var userObj = runtime.getCurrentUser();
log.debug("userObj.role", userObj.role);
log.debug("userObj.id", userObj.id);
if (context.request.method == 'GET') {
var getData = getDataRecord(userObj);
log.debug("getDataRecord", getData);
// To create Form and add button
var form = serverWidget.createForm({
title: 'Approve Transactions Page'
});
if (userObj.role != 1036) { //the button can be viewed only if the user role is not 'Team Lead'.
form.addSubmitButton({
label: 'Submit'
});
form.addResetButton({
label: 'Reset'
});
}
//To create sublist and fields
var sublist = form.addSublist({
id: 'custpage_sublistid',
type: serverWidget.SublistType.LIST,
label: 'Transactions to Approve'
});
if (userObj.role != 1036) { //the button can be viewed only if the user role is not 'Team Lead'.
var checkbox = sublist.addField({
id: 'custpage_checkbox',
label: 'SELECT',
type: serverWidget.FieldType.CHECKBOX
});
}
if (userObj.role != 1036) {
sublist.addMarkAllButtons();
}
var field1 = sublist.addField({
id: 'custpage_dateid',
label: 'DATE',
type: serverWidget.FieldType.DATE
});
field1.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field2 = sublist.addField({
id: 'custpage_type',
label: 'Type',
type: serverWidget.FieldType.TEXT
});
field2.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field3 = sublist.addField({
id: 'custpage_documentno',
label: 'Document No. ',
type: serverWidget.FieldType.TEXT
});
field3.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field4 = sublist.addField({
id: 'custpage_status',
label: 'Status',
type: serverWidget.FieldType.TEXT
});
field4.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field5 = sublist.addField({
id: 'custpage_amount',
label: 'Amount',
type: serverWidget.FieldType.TEXT
});
field5.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field6 = sublist.addField({
id: 'custpage_createduserrole',
label: 'Created User Role',
type: serverWidget.FieldType.TEXT
});
field6.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field7 = sublist.addField({
id: 'custpage_createduser',
label: 'Created User',
type: serverWidget.FieldType.TEXT
});
field7.updateDisplayType({
displayType: serverWidget.FieldDisplayType.DISABLED
});
var field8 = sublist.addField({
id: 'custpage_internalid',
label: 'Internal ID',
type: serverWidget.FieldType.TEXT
});
field8.updateDisplayType({
displayType: serverWidget.FieldDisplayType.HIDDEN
});
//Set values from the saved search to the sublist on the suitelet page
if (getData) {
log.debug("getData.length", getData.length)
if (getData.length > 0) {
for (var i = 0; i < getData.length; i++) {
sublist.setSublistValue({
id: 'custpage_internalid',
line: i,
value: getData[i].internalid || 'null'
});
sublist.setSublistValue({
id: 'custpage_dateid',
line: i,
value: getData[i].date || 'null'
});
sublist.setSublistValue({
id: 'custpage_documentno',
line: i,
value: getData[i].docuno || 'null'
});
sublist.setSublistValue({
id: 'custpage_type',
line: i,
value: getData[i].type || 'null'
});
sublist.setSublistValue({
id: 'custpage_status',
line: i,
value: getData[i].status || 'null'
});
sublist.setSublistValue({
id: 'custpage_amount',
line: i,
value: getData[i].amount || 'null'
});
sublist.setSublistValue({
id: 'custpage_createduserrole',
line: i,
value: getData[i].createduserrole || 'null'
});
sublist.setSublistValue({
id: 'custpage_createduser',
line: i,
value: getData[i].createduser || 'null'
});
}
}
}
context.response.writePage(form);
}
//action on click of the submit button
if (context.request.method == 'POST') {
var list = context.request.getLineCount({
group: "custpage_sublistid"
});
var approveList = [];
var typelist = {}
var count = 0;
for (var i = 0; i < list; i++) {
var chkboxvalue = context.request.getSublistValue({
group: 'custpage_sublistid',
name: 'custpage_checkbox',
line: i
});
var ApproveINternalId = context.request.getSublistValue({
group: 'custpage_sublistid',
name: 'custpage_internalid',
line: i
});
var type = context.request.getSublistValue({
group: 'custpage_sublistid',
name: 'custpage_type',
line: i
});
if (chkboxvalue == 'T') {
count++
typelist[ApproveINternalId] = {
'id': ApproveINternalId,
'type': type
};
}
}
log.debug('approveList', typelist)
for (var key in typelist) {
log.debug('typelist[key].type', typelist[key].type)
if (typelist[key].type == 'Journal') {
var tempId = typelist[key].id;
var journalEdit = record.load({
type: "journalentry",
id: tempId,
isDynamic: false
});
journalEdit.setValue({
fieldId: 'approved',
value: true
});
journalEdit.save();
log.debug("tempId", typelist[key].type);
} else if (typelist[key].type == 'Credit Memo') {
var tempId = typelist[key].id;
var creditmemoEdit = record.load({
type: "creditmemo",
id: tempId,
isDynamic: false
});
creditmemoEdit.setValue({
fieldId: 'custbody_pi_ss_approved_checkbox',
value: true
});
creditmemoEdit.save();
} else if (typelist[key].type == 'Bill') {
var tempId = typelist[key].id;
var billEdit = record.load({
type: "vendorbill",
id: tempId,
isDynamic: false
});
billEdit.setValue({
fieldId: 'approvalstatus',
value: 2
});
billEdit.save();
} else if (typelist[key].type == 'Invoice') {
var tempId = typelist[key].id;
var invoiceEdit = record.load({
type: "invoice",
id: tempId,
isDynamic: false
});
invoiceEdit.setValue({
fieldId: 'approvalstatus',
value: 2
});
invoiceEdit.save();
} else if (typelist[key].type == "Expense Report") {
var tempId = typelist[key].id;
var expenseEdit = record.load({
type: "expensereport",
id: tempId,
isDynamic: false
});
expenseEdit.setValue({
fieldId: 'accountingapproval',
value: true
});
expenseEdit.save();
}
}
var redirectViewURL = url.resolveScript({
scriptId: 'customscript_jj_smt_26_approve_page',
deploymentId: 'customdeploy_jj_smt_26_approve_page',
returnExternalUrl: false
});
if (count > 0)
var htmlCode = '<html><head></head><body><script>confirm("Successfully Approved the transactions");window.location.href ="' + redirectViewURL + '";</script></body></html>';
else
var htmlCode = '<html><head></head><body><script>confirm("No transactions selected for approval");window.location.href ="' + redirectViewURL + '";</script></body></html>';
context.response.write(htmlCode);
}
} catch (e) {
log.debug("Error @ onRequest FN ", e);
}
}
function getDataRecord(userObj) {
try {
var array = [];
var recObj = {};
var searchDate, searchDocuno, searchType, searchStatus, searchAmount;
var role = [];
var user_id = userObj.id;
var filters_all = [];
filters_all.push(["type", "anyof", "VendBill", "CustCred", "CustInvc", "ExpRept", "Journal"]);
filters_all.push("AND");
filters_all.push(["status", "anyof", "VendBill:D", "CustCred:A", "ExpRept:B", "ExpRept:C", "CustInvc:D", "Journal:A"]);
filters_all.push("AND");
filters_all.push(["mainline", "is", "T"]);
filters_all.push("AND");
filters_all.push(["custbody_pi_ss_approved_checkbox", "is", "F"]);
filters_all.push("AND");
if (userObj.role == 3) {
role = ["3"];
filters_all.push(["custbody_jj_smt_11_role", "anyof", role]);
} else if (userObj.role == 1036) {
role = ["1036", "1049", "1048", "1037"];
filters_all.push(["custbody_jj_smt_11_role", "anyof", role]);
} else if (userObj.role == 1049) {
role = ["1036"];
role1 = ["1049"];
filters_all.push([
[
["custbody_jj_smt_11_role", "anyof", role], "AND", ["user.role", "anyof", role1]
], "OR", [
["custbody_jj_smt_11_role", "anyof", role1], "AND", ["custbody_jj_smt_11_user", "noneof", "@CURRENT@"]
]
]);
} else if (userObj.role == 1048) {
role = ["1049", "1036"];
role1 = ["1048"];
filters_all.push([
[
["custbody_jj_smt_11_role", "anyof", role], "AND", ["user.role", "anyof", role1]
], "OR", [
["custbody_jj_smt_11_role", "anyof", role1], "AND", ["custbody_jj_smt_11_user", "noneof", "@CURRENT@"]
]
]);
} else if (userObj.role == 1037) {
role = ["1036", "1049", "1048", "1037"];
filters_all.push(["custbody_jj_smt_11_role", "anyof", role]);
}
var transactionSearchObj = search.create({
type: "transaction",
filters: filters_all,
columns: [
search.createColumn({ name: "trandate", summary: "GROUP", label: "Date" }),
search.createColumn({ name: "tranid", summary: "GROUP", label: "Document Number" }),
search.createColumn({ name: "type", summary: "GROUP", label: "Type" }),
search.createColumn({ name: "statusref", summary: "GROUP", label: "Status" }),
search.createColumn({ name: "amount", summary: "MAX", label: "Amount" }),
search.createColumn({ name: "internalid", summary: "GROUP", label: "Internal ID" }),
search.createColumn({ name: "custbody_jj_smt_11_role", summary: "GROUP", label: "Created User Role" }),
search.createColumn({ name: "custbody_jj_smt_11_user", summary: "GROUP", label: "Created User" })
]
});
var searchResultCount = transactionSearchObj.runPaged().count;
log.debug("transactionSearchObj result count", searchResultCount);
transactionSearchObj.run().each(function(result) {
//get each value from search
searchDate = result.getValue(transactionSearchObj.columns[0]);
recObj.date = searchDate;
searchDocuno = result.getValue(transactionSearchObj.columns[1]);
recObj.docuno = searchDocuno;
searchType = result.getText(transactionSearchObj.columns[2]);
recObj.type = searchType;
searchStatus = result.getText(transactionSearchObj.columns[3]);
recObj.status = searchStatus;
searchAmount = result.getValue(transactionSearchObj.columns[4]);
recObj.amount = searchAmount;
searchInternalid = result.getValue(transactionSearchObj.columns[5]);
recObj.internalid = searchInternalid;
searchCreateduserrole = result.getText(transactionSearchObj.columns[6]);
recObj.createduserrole = searchCreateduserrole;
searchCreateduser = result.getText(transactionSearchObj.columns[7]);
recObj.createduser = searchCreateduser;
log.debug("recObj", recObj);
array.push(recObj);
recObj = {} //for clearing each line after it is pushed otherwise it will overwrite
// .run().each has a limit of 4,000 results
return true;
});
return array;
} catch (e) {
log.error("Error", e);
}
}
return {
onRequest: onRequest
};
});