C2024-038 PROMS – Summary of Changes report generation enhancements

This is an upgrade item to add a method to exclude annotations and a way run the summary of changes report from a specific date.

PROMS/VEPROMS.CSLA.Library/Extension/AuditExt.cs

@@ -194,6 +194,23 @@ namespace VEPROMS.CSLA.Library
 
 	public partial class AnnotationAuditInfoList
 	{
+
+		/// <summary>
+		/// C2024- 038 - Summary of Changes report generation enhancements
+		/// Constructor - takes a Generic list of AnnotationAuditInfo
+		/// and creates a AnnotationAuditInfoList
+		/// </summary>
+		public AnnotationAuditInfoList(List<AnnotationAuditInfo> lst)
+		{
+			IsReadOnly = false;
+			if (lst != null)
+			{
+				foreach (AnnotationAuditInfo itm in lst)
+					this.Add(itm);
+			}
+			IsReadOnly = true;
+		}
+
 		/// <summary>
 		/// Return a list of all AnnotationAuditInfo by ItemID.
 		/// </summary>
@@ -487,6 +504,23 @@ namespace VEPROMS.CSLA.Library
 
 	public partial class ContentAuditInfoList
 	{
+
+		/// <summary>
+		/// C2024- 038 - Summary of Changes report generation enhancements
+		/// Constructor - takes a Generic list of ContentAuditInfo
+		/// and creates a ContentAuditInfoList
+		/// </summary>
+		public ContentAuditInfoList(List<ContentAuditInfo> lst)
+		{
+			IsReadOnly = false;
+			if (lst != null)
+			{
+				foreach (ContentAuditInfo itm in lst)
+					this.Add(itm);
+			}
+			IsReadOnly = true;
+		}
+
 		/// <summary>
 		/// Return a list of all ContentAuditInfo by ContentID.
 		/// </summary>

PROMS/Volian.Controls.Library/DisplayHistory.cs

@@ -10,6 +10,7 @@ using System.IO;
 using System.Text.RegularExpressions;
 using JR.Utils.GUI.Forms;
 using Volian.Base.Library;
+using System.Linq;
 
 namespace Volian.Controls.Library
 {
@@ -163,7 +164,7 @@ namespace Volian.Controls.Library
 						else
 						{
 							DateTime revDate;
-							if (!DateTime.TryParse(cfg.Print_RevDate, out revDate)) revDate = MyProcedureInfo.ChangeBarDate;	// DateTime.Now;
+							if (!DateTime.TryParse(cfg.Print_RevDate, out revDate)) revDate = MyProcedureInfo.ChangeBarDate;    // DateTime.Now;
 							SetRevDate(revDate);
 							//SetRevDate(DateTime.Parse(cfg.Print_RevDate));
 						}
@@ -263,7 +264,7 @@ namespace Volian.Controls.Library
 					{
 						AnnotationTypeInfo ati = AnnotationTypeInfo.Get(aai.TypeID);
 						// B2023-066: Crash when trying to access a deleted annotation type (added the ati==null check)
-						tn = annotationDeleted.Nodes.Add(ati==null?"Deleted Annotation Type":ati.Name);
+						tn = annotationDeleted.Nodes.Add(ati == null ? "Deleted Annotation Type" : ati.Name);
 					}
 					TreeNode cn = tn.Nodes.Add(aai.ListString());
 					cn.Tag = aai;
@@ -517,7 +518,7 @@ namespace Volian.Controls.Library
 					if (delC.Type >= 0 && delC.Type < 1000)
 					{
 						int indx = delC.Config.IndexOf("DelProcReason");
-						if (indx >= 0 && delC.Config.Length > indx+15)		// 15 accounts for 'DelProcReason = "'
+						if (indx >= 0 && delC.Config.Length > indx + 15)        // 15 accounts for 'DelProcReason = "'
 						{
 							string reason = delC.Config.Substring(indx + 15);
 							if (reason != null && reason.Length > 0)
@@ -529,7 +530,7 @@ namespace Volian.Controls.Library
 						}
 					}
 				}
-				TreeNode tnn = deletedItems.Nodes.Add(iai.ToString()+"; Reason: " + strR);
+				TreeNode tnn = deletedItems.Nodes.Add(iai.ToString() + "; Reason: " + strR);
 				tnn.Tag = iai;
 				#endregion
 			}
@@ -558,7 +559,7 @@ namespace Volian.Controls.Library
 			if (MyProcedureInfo == null)
 			{
 				this.ParentForm.Cursor = Cursors.Default;
-				btnViewSummaryReport.Enabled = btnViewChronologyReport.Enabled = lbChanges.Items.Count > 0;
+				btnViewSummaryReport.Enabled = btnViewChronologyReport.Enabled = cbSumExcludeAnn.Enabled = DT_SumAsOf.Enabled = lbChanges.Items.Count > 0;
 				return;
 			}
 			ContentAuditInfoList cail2;
@@ -586,7 +587,7 @@ namespace Volian.Controls.Library
 				// B2020-156: When procedure title is changed, it does not print in Summary/Chronolgy of changes.
 				//		Need to only check the date (not the date/time) for some procedures, the original item was listed 
 				//		in the list box and should not be because some MyRevDate's did not have time included.
-				if (CompareDateOrDateTime(cai.DTS,MyRevDate) || cai.ActionWhen > MyRevDate)
+				if (CompareDateOrDateTime(cai.DTS, MyRevDate) || cai.ActionWhen > MyRevDate)
 				{
 					string itemTitle = FixPath(cai.Path);
 					lbChanges.Items.Add(cai);
@@ -614,7 +615,7 @@ namespace Volian.Controls.Library
 			}
 			//Console.WriteLine("WalkProcedure fini:  {0} seconds", TimeSpan.FromTicks(DateTime.Now.Ticks - start.Ticks).TotalSeconds);
 			this.ParentForm.Cursor = Cursors.Default;
-			btnViewSummaryReport.Enabled = btnViewChronologyReport.Enabled = lbChanges.Items.Count > 0;
+			btnViewSummaryReport.Enabled = btnViewChronologyReport.Enabled = cbSumExcludeAnn.Enabled = DT_SumAsOf.Enabled = lbChanges.Items.Count > 0;
 			RefreshRequired = false;
 			return;
 		}
@@ -648,9 +649,73 @@ namespace Volian.Controls.Library
 			//_AnnotationList = AnnotationAuditInfoList.GetChronology(0, 0, MyProcedureInfo.ChangeBarDate);
 			//added setting selected slave in order for reports to replace unit number,etc jcb 20101010
 			MyItemInfo.MyProcedure.MyDocVersion.DocVersionConfig.SelectedSlave = ApplDisplayMode;
-			//			OnSummaryPrintRequest(new DisplayHistoryReportEventArgs(Volian.Base.Library.VlnSettings.TemporaryFolder + @"\MySummary.pdf", MyItemInfo.MyProcedure, _SummaryAuditList, _AnnotationList));
-			OnSummaryPrintRequest(new DisplayHistoryReportEventArgs(string.Format(@"{0}\{1} Summary of Changes.pdf", Volian.Base.Library.VlnSettings.TemporaryFolder, MyItemInfo.MyProcedure.PDFNumber), MyItemInfo.MyProcedure, _SummaryAuditList, _AnnotationList));
-			//}
+
+			var dhr = new DisplayHistoryReportEventArgs(string.Format(@"{0}\{1} Summary of Changes.pdf", Volian.Base.Library.VlnSettings.TemporaryFolder, MyItemInfo.MyProcedure.PDFNumber), MyItemInfo.MyProcedure, null, null);
+
+			//C2024- 038 - Summary of Changes report generation enhancements
+			//check if need to modify
+			// _SummaryAuditList
+			if (DT_SumAsOf.Checked)
+				dhr.AuditList = FilterSummaryByDate(_SummaryAuditList, DT_SumAsOf.Value);
+			else
+				dhr.AuditList = _SummaryAuditList;
+
+			//C2024- 038 - Summary of Changes report generation enhancements
+			// if Exclude Annotations Checked
+			// send an empty list instead of 
+			//_AnnotationList
+			if (cbSumExcludeAnn.Checked)
+				dhr.AnnotationList = new AnnotationAuditInfoList(null);
+			else if (DT_SumAsOf.Checked)
+				dhr.AnnotationList = FilterSummaryByDate_Annotations(_AnnotationList, DT_SumAsOf.Value);
+			else
+			{ dhr.AnnotationList = _AnnotationList; }
+
+			OnSummaryPrintRequest(dhr);
+		}
+
+		//C2024- 038 - Summary of Changes report generation enhancements
+		//modify _SummaryAuditList
+		//to limit to a specific date
+		private ContentAuditInfoList FilterSummaryByDate(ContentAuditInfoList summaryAuditList, DateTime value)
+		{
+			List<ContentAuditInfo> slst = summaryAuditList.Clone().ToList();
+
+			//Grab the first change to each item before the date and set that to the AsOf date
+			foreach (ContentAuditInfo firstbeforedate in slst.GroupBy(x => x.ItemID).Select(x => x.OrderByDescending(y => y.DTS).FirstOrDefault(d => d.DTS < value)))
+			{
+				if (firstbeforedate != null && firstbeforedate.ActionWhat != "Deleted")
+				{
+					firstbeforedate.ActionWhat = $"As Of: {value.ToShortDateString()}";
+				}
+			}
+			//remove all items before the date we are checking against
+			//note that for deleted - sometimes the DTS is not correct and
+			//need to use the ActionWhen
+			slst.RemoveAll(x => x.DTS < value && !x.ActionWhat.StartsWith("As Of:") && (x.ActionWhat != "Deleted" || (x.ActionWhen < x.DTS ? x.DTS : x.ActionWhen) < value));
+
+            //remove all items where first text matches the last text
+            //unless it was added after the date we are checking against
+            //or the last item is a deletion that occurred after 
+			//the date we are checking against
+            var itms = slst.Select(x => x.ItemID).Distinct().ToList();
+				foreach (int itmID in itms)
+				{
+					ContentAuditInfo first = slst.Where(i => i.ItemID == itmID).OrderBy(y => y.DTS).FirstOrDefault();
+					ContentAuditInfo last = slst.Where(i => i.ItemID == itmID).OrderByDescending(y => y.DTS).FirstOrDefault();
+					if (first != null && last != null && first.DTS < value && (last.ActionWhat != "Deleted" || (last.ActionWhen < last.DTS ? last.DTS : last.ActionWhen) < value) && ItemInfo.ConvertToDisplayText(first.Text) == ItemInfo.ConvertToDisplayText(last.Text))
+						slst.RemoveAll(x => x.ItemID == itmID);
+				}
+
+			return new ContentAuditInfoList(slst);
+		}
+
+		//C2024- 038 - Summary of Changes report generation enhancements
+		//modify _SummaryAuditList
+		//to limit to a specific date
+		private AnnotationAuditInfoList FilterSummaryByDate_Annotations(AnnotationAuditInfoList annotationAuditList, DateTime value)
+		{
+			return new AnnotationAuditInfoList(annotationAuditList.Where(x => x.DTS >= value).ToList());
 		}
 		private void btnRefresh_Click(object sender, EventArgs e)
 		{
@@ -1060,7 +1125,7 @@ namespace Volian.Controls.Library
 			set { _AuditList = value; }
 		}
 		private AnnotationAuditInfoList _AnnotationList;
-		public AnnotationAuditInfoList AnnotationList
+        public AnnotationAuditInfoList AnnotationList
 		{
 			get { return _AnnotationList; }
 			set { _AnnotationList = value; }

PROMS/Volian.Controls.Library/Volian.Controls.Library.csproj

@@ -443,6 +443,9 @@
       <DependentUpon>DisplayBookMarks.cs</DependentUpon>
       <SubType>Designer</SubType>
     </EmbeddedResource>
+    <EmbeddedResource Include="DisplayHistory.resx">
+      <DependentUpon>DisplayHistory.cs</DependentUpon>
+    </EmbeddedResource>
     <EmbeddedResource Include="DisplayLibDocs.resx">
       <DependentUpon>DisplayLibDocs.cs</DependentUpon>
       <SubType>Designer</SubType>

PROMS/Volian.Print.Library/PDFChronologyReport.cs

@@ -1090,7 +1090,7 @@ namespace Volian.Print.Library
 										firstCAI = null;
 										lastCAI = null;
 									}
-									else if (firstCAI.ActionWhat == lastCAI.ActionWhat)
+									else if (firstCAI.ActionWhat == lastCAI.ActionWhat || firstCAI.ActionWhat.StartsWith("As Of:"))
 									{
 										auditList1.Add(firstCAI);
 										auditList1.Add(lastCAI);
@@ -1153,7 +1153,7 @@ namespace Volian.Print.Library
 						firstCAI = null;
 						lastCAI = null;
 					}
-					else if (firstCAI.ActionWhat == lastCAI.ActionWhat)
+					else if (firstCAI.ActionWhat == lastCAI.ActionWhat || firstCAI.ActionWhat.StartsWith("As Of:"))
 					{
 						auditList1.Add(firstCAI);
 						auditList1.Add(lastCAI);