EAUpdateRemarksInContractorExtractFromProjectContractTermDescription

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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

-- 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;

Important Warnings

⚠️ Data Impact

  • Data Overwrite: Completely replaces existing remarks - manual entries will be lost
  • Term Code Dependency: Requires proper projTermCode mapping for contractor to project terms
  • Hierarchy Requirement: Missing parent terms result in incomplete remarks chains

⚠️ Configuration Requirements

  • Parameter Validation: At least one of Update Details/Conditions must be true
  • Term Mapping: ContractorContractTermLine.projTermCode must reference valid project terms
  • Performance: Large extracts with deep hierarchies may take time to process
  • 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