def fBill_BillFields():
#---------------------------------------------------#
myTools.sectionStartTimeStamp("bill fields")
logging.debug("fBill_BillFields")
buName = Settings.tsVersion + "-bill-12b"
backup_Data.fRestore_Backup(buName)
reportName = "BillFields-13-" + Settings.tsVersion + ".txt"
myTools.getFocus() # make sure timeslips has focus
if int(Settings.tsVersion) < 2016: # to get around a defect in pre-2016
type("i",KeyModifier.CTRL) # open client info and close it to load custom fields
time.sleep(1)
type("o",KeyModifier.CTRL)
time.sleep(1)
type(Key.F4,KeyModifier.CTRL)
time.sleep(1)
type(Key.F4,KeyModifier.CTRL)
bill_ImportLayout.fImport_BillLayout("Fields") # import the layout
fSet_BillDate(12) # set billing data to 12/27 for text bills
fPrint_BillsToText(reportName) # print all bills to one text file
reports_Compare.Compare_OneReport(reportName)
myTools.sectionEndTimeStamp()
def fFundsAccouts_Setup():
# - - - - - - - - - - - - - - - - - - - - - - - - - #
myTools.sectionStartTimeStamp("funds account")
logging.debug('FundsAccount_Setup')
# make sure timeslips has focus
myTools.getFocus()
# switch date to 1/27/13
fSet_BillDate(1)
fBankAccount_Create()
# open client list
type("i",KeyModifier.CTRL)
time.sleep(1)
clientList = ["Hadley","Halifax"]
count = 0
for oneCli in clientList:
count += 1
fFundsAccount_Create(oneCli,count)
type(Key.F4,KeyModifier.CTRL)
myTools.sectionEndTimeStamp()
def fBill_BillFields():
#---------------------------------------------------#
myTools.sectionStartTimeStamp("bill fields")
logging.debug("fBill_BillFields")
reportName = myTools.monthToName(13,"-BillFields-",".txt")
myTools.getFocus() # make sure timeslips has focus
bill_ImportLayout.fImport_BillLayout("Fields") # import the layout
fSet_BillDate(12) # set billing data to 12/27 for text bills
fPrint_BillsToText(reportName) # print all bills to one text file
reports_Compare.Compare_OneReport(reportName)
myTools.sectionEndTimeStamp()
def create_Layouts():
#---------------------------------------------------#
myTools.sectionStartTimeStamp("create layouts")
logging.debug('create_Layouts')
myTools.getFocus()
fSet_BillDate(1) # set bill date to prep delete of dates from layout
report_UDSlip.fCreate_SlipListDetailed()
report_UDSlip.fCreate_SlipFields()
report_UDSlip.fCreate_SlipListCalc()
report_UDClient.fCreate_ClientListHistory()
report_UDClient.fCreate_ClientListValues()
report_UDInvoice.fCreate_InvoiceListFields()
report_UDInvoice.fSort_InvoiceListFields()
report_UDFunds.fCreate_FundsListFields()
report_UDFunds.fSort_FundsListFields()
report_Statement.fImport_Statement()
report_FirmAssTot.fSetup_FirmAssTot()
report_PBWorksheet.fSetup_PreBill()
report_TkCollections.fSetup_TkCollections()
report_AgedARBalDate.fSetup_AgedARBalDate()
report_ARwRunBal.fSetup_ARwRunBal()
report_FundsWRunBal.fSetup_FundsWRunBal()
report_InvoiceListing.fSetup_InvoiceListing()
myTools.sectionEndTimeStamp()
bill_Setup.fSetup_BillReport()
bill_ImportLayout.fImport_BillLayout("Bill with Taxes")
backup_Data.fBackup_BillData(0,"a") # backup before first bill
def fReview_Arrangements():
#===================================================#
logging.debug(' ')
logging.debug('Review_Arrangements')
fLogHeader()
# make sure timeslips has focus
myTools.getFocus()
# set billing data to 12/27 for ba bills
fSet_BillDate(12)
ba_AdjustTotal_Time.fAdjustTotal_Time()
ba_AdjustTotal_Exp.fAdjustTotal_Exp()
ba_AdjustTotal_Both.fAdjustTotal_Both()
ba_AdjustTimekeeper_Time.fAdjustTimekeeper_Time()
ba_AdjustTimekeeper_Exp.fAdjustTimekeeper_Exp()
ba_AdjustTimekeeper_Both.fAdjustTimekeeper_Both()
ba_AdjustTask.fAdjustTask()
ba_AdjustExpense.fAdjustExpense()
ba_Absolute_Time.fAbsolute_Time()
ba_Absolute_Exp.fAbsolute_Exp()
ba_Absolute_Both.fAbsolute_Both()
ba_Absolute_NoSlips.fAbsolute_NoSlips()
ba_Minimum_Time.fMinimum_Time()
ba_Minimum_Exp.fMinimum_Exp()
ba_Minimum_Both.fMinimum_Both()
ba_Maximum_Time.fMaximum_Time()
ba_Maximum_Exp.fMaximum_Exp()
ba_Maximum_Both.fMaximum_Both()
ba_FlatFeePlus_Time.fFlatFeePlus_Time()
ba_FlatFeePlus_Exp.fFlatFeePlus_Exp()
ba_FlatFeePlus_Both.fFlatFeePlus_Both()
ba_Contingency_Time.fContingency_Time()
ba_Contingency_Exp.fContingency_Exp()
ba_Contingency_Both.fContingency_Both()
ba_MinimumHours.fMinimumHours()
ba_Percent.fPercent()
ba_ProgressTotal.fProgressTotal()
ba_ProgressActivity.fProgressActivity()
ba_InterimTotal.fInterimTotal()
ba_InterimActivity.fInterimActivity()
ba_SlipsRoundMin.fSlipsRoundMin()
ba_SlipsRoundDol.fSlipsRoundDol()
ba_Precision.fPrecision()
ba_Replacement_Time.fReplaceTimeA()
ba_Replacement_Time.fReplaceTimeB()
ba_Replacement_Time.fReplaceTimeC()
ba_Replacement_Expense.fReplaceExpenseA()
backup_Data.fBackup_Checkpoint("after-ba")
reports_PostBill.fPrint_PostbillReports(13,"a")
def fPrint_PostbillReports(pMonth,pAorB):
#---------------------------------------------------#
# print various reports to check db values and calculations
fSet_BillDate(pMonth)
Settings.PartOfRepName = myTools.padZero(pMonth) + pAorB + "-" + Settings.tsVersion
csvExt = ".csv"
txtExt = ".txt"
if (pMonth == 13) or (pMonth == 1):
logging.debug('!!! SKIP FEE ALLOCATION PERIOD REPORT')
else:
report_FeeAllocPer.fPrint_FeeAllocPer(pMonth,csvExt)
report_ARwRunBal.fPrint_ARwRunBal(pMonth,txtExt)
report_FundsWRunBal.fPrint_FundsWRunBal(pMonth,txtExt)
report_ARHistory.fPrint_ARHistory(pMonth,csvExt)
report_InvoiceListing.fPrint_InvoiceListing(pMonth,txtExt)
"""
report_AvailableWIP.fPrint_AvailableWIP(pMonth,csvExt)
report_MissingTime.fPrint_MissingTime(pMonth,csvExt,pAorB)
report_ClientsNotBilled.Print_ClientsNotBilled(pMonth,csvExt)
report_FirmAssList.fPrint_FirmAssList(pMonth,csvExt)
report_PayPerf.fPrint_PayPerf(pMonth,csvExt)
report_AgedARBal.Print_ARAgedBal(pMonth,csvExt)
report_AgedARBalDate.Print_ARAgedBalDate(pMonth,csvExt)
report_AgedClient.fPrint_AgedClient(pMonth,csvExt)
report_AgedInv.fPrint_AgedInv(pMonth,csvExt)
report_ARwRunBal.fPrint_ARwRunBal(pMonth,txtExt)
report_ARHistory.fPrint_ARHistory(pMonth,csvExt)
report_UDSlip.fPrint_SlipListDetailed(pMonth,csvExt)
report_UDSlip.fPrint_SlipFields(pMonth,csvExt)
report_UDSlip.fPrint_SlipListCalc(pMonth,csvExt)
report_UDClient.fPrint_ClientListHistory(pMonth,csvExt)
report_SlipTotalsWeekly.Print_SlipTotalsWeekly(pMonth,csvExt)
report_TkHistory.Print_TkHistory(pMonth,csvExt)
report_TkContribution.Print_TkContribution(pMonth,csvExt)
report_TkCC.Print_TkCC(pMonth,csvExt)
report_FundsBal.fPrint_FundsBal(pMonth,csvExt)
report_Taxes.Print_Taxes(pMonth,csvExt)
report_TOWorksheet.Print_Worksheet(pMonth,csvExt)
report_PBWorksheet.fPrint_PreBill(pMonth,txtExt)
email_Send.fSend_Text("rep-half " + str(pMonth) + pAorB)
report_SlipListing.fPrint_SlipListing(pMonth,csvExt)
report_BillStage.fPrint_BillStage(pMonth,csvExt)
report_FirmAssTot.fPrint_FirmAssTot(pMonth,txtExt)
report_ProdPeriod.print_ProdPeriod(pMonth,csvExt)
report_ProfPeriod.print_ProfPeriod(pMonth,csvExt)
report_Markup.print_Markup(pMonth,csvExt)
report_SlipSummary.print_SlipSummary(pMonth,csvExt)
report_Statement.fPrint_Statement(pMonth,txtExt)
# report_Budgets.printCliBudget(pMonth,csvExt)
# report_Budgets.printTkBudget(pMonth,csvExt)
# report_Budgets.printFirmBudget(pMonth,csvExt)
report_UDInvoice.fPrint_InvoiceListFields(pMonth,csvExt)
report_InvoiceListing.fPrint_InvoiceListing(pMonth,txtExt)
report_GLXfer.Print_GLXfer(pMonth,csvExt)
if (pMonth == 13): # skip some reports for ba clients
logging.debug('')
logging.debug('!!! SKIP UD FUNDS REPORT')
logging.debug('!!! SKIP HOLD REPORT')
logging.debug('!!! SKIP SPLIT BILL DIST')
logging.debug('!!! SKIP FUNDS w/RUNNING BAL')
logging.debug('!!! SKIP FUNDS LIST')
else:
report_UDFunds.fPrint_FundsListFields(pMonth,csvExt)
report_Hold.Print_Hold(pMonth,csvExt)
report_SplitBill.fPrint_SplitBill(pMonth,csvExt)
report_FundsWRunBal.fPrint_FundsWRunBal(pMonth,txtExt)
report_FundsList.fPrint_FundsList(pMonth,csvExt)
if (pMonth == 13) or ((pMonth == 1) and (pAorB == "a")):
# fee allocation cannot be run without some payments entered
logging.debug('')
logging.debug('!!! SKIP COLLECTIONS REPORT')
logging.debug('!!! SKIP FEE ALLOCATION REPORT')
logging.debug('!!! SKIP PAYMENT DISTR REPORT')
logging.debug('!!! SKIP AGED WIP REPORT')
else:
report_TkCollections.Print_TkCollections(pMonth,txtExt)
report_FeeAlloc.Print_FeeAlloc(pMonth,csvExt)
report_PayDistr.Print_PayDistr(pMonth,csvExt)
report_AgedWIP.fPrint_AgedWIP(pMonth,csvExt)
# report_UDClient.fPrint_ClientListValues(pMonth,csvExt)
# report_DaysToPay.print_DaysToPay(pMonth,csvExt)
# email_Send.fSend_Email("rep " + str(pMonth) + pAorB)
"""
email_Send.fSend_Text("rep-all " + str(pMonth) + pAorB)
