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EAUpdateRemarksInContractorExtractFromProjectContractTermDescription ​

This document was generated using Claude.ai

Overview ​

Automatically updates remarks fields in Contractor Extract lines and conditions by copying remarks from related Project Contract Terms. Builds hierarchical chain of remarks from parent terms.

When This Action Runs ​

  • Trigger: Manual execution through entity flows
  • Target: Contractor Extract documents
  • Purpose: Propagate project contract term remarks to contractor extracts
  • Timing: On-demand when remarks synchronization is needed

How It Works ​

  1. Maps contractor terms to project terms using projTermCode field
  2. Builds hierarchy by walking up project contract term parent-child relationships
  3. Combines remarks from all parent levels with specified separator
  4. Updates target fields in extract lines and/or conditions

Parameters ​

Parameter 1: Update Details Remarks (Required) ​

  • Values: true or false
  • Purpose: Whether to update remarks in extract detail lines

Parameter 2: Update Conditions Remarks (Required) ​

  • Values: true or false
  • Purpose: Whether to update remarks in extract condition lines

Parameter 3: Up to Level (Optional) ​

  • Default: 255 (all levels)
  • Purpose: Maximum hierarchy levels to include
  • Examples: 3, 5, 10

Parameter 4: Contract Field (Optional) ​

  • Purpose: Custom field path to get contract terms
  • Examples: projContract.executiveBudget

Parameter 5: Term Code Field (Optional) ​

  • Purpose: Custom field to get term code
  • Examples: executiveTermCode, estimatedTermCode

Parameter 6: Separator (Optional) ​

  • Default: " - "
  • Purpose: Text to separate remarks from different levels
  • Examples: " | ", "; "

Database Tables Affected ​

Updated Tables ​

  • ContractorContrExtractLine - Extract detail lines (remarks field)
  • ContractorExtractCondLine - Extract condition lines (remarks field)

Reference Tables ​

  • ContractorContractTermLine - Term mapping via projTermCode
  • ProjContractTermLine - Source of remarks

SQL Verification ​

sql
-- Check updated remarks in extract details
SELECT ce.code, cel.lineNumber, cel.termCode, cel.remarks
FROM ContractorContrExtract ce
INNER JOIN ContractorContrExtractLine cel ON ce.id = cel.contractorContrExtract_id
WHERE ce.id = [ExtractId] ORDER BY cel.lineNumber;
  • Project Contract Term Management - Maintains source remarks
  • Contractor Contract Setup - Establishes term mappings via projTermCode
  • Extract Processing - Uses updated remarks for documentation

Module: contracting

Full Class Name: com.namasoft.modules.contracting.domain.utils.EAUpdateRemarksInContractorExtractFromProjectContractTermDescription