Contract Header Logic

Contract Header logic is used when you need to:

• Create input fields on:

  • Contract header

  • Contract folders

  • Contract items (not so common)

• Hide the out-of-the-box header input fields.

• Add or remove contract items and folders – e.g. modify the structure of the document.

• Calculate results for:

  • Whole contract, e.g. summaries like grand total price or overall margin.

  • Folders (not so common), e.g. sub-summaries for the folders.

  • Items (not so common), e.g. particular results for line items.

To understand where the header logic belongs in the process, see Process of Contract Recalculation.

Logic API

• Logic Nature: contractHeader

  • Logic Type: Calculation/Pricing

• Execution Types:

  • Standard – It is done twice and the executions are called phases. They have different purposes, so you must distinguish these executions in the code by checking which execution it is at the moment:

    • pre-phase – First execution. It creates input fields on the header, folders or items, and creates/removes the items/folders.

    • post-phase – Second execution. It calculates summary info of items and stores them on the header, folder or items.

• Information provided to the logic:

  • Binding variables:

    • cProcessor: ContractBuilder

      • CAUTION: When using Classic or Unity non-React user interface, during pre-phase the cProcessor.contractView will NOT contain values of outputs. The only exception are "overridable" outputs. This limitation is to optimize performance when sending data between the user interface and backend.

  • Context:

    • commandName - info about which operation caused the execution of this logic, e.g. if it was Recalculate, Submit, etc. See api.currentContext() for details.

• Expected logic execution outcome:

  • pre-phase execution:

    • Definition of input fields – via the cProcessor.addOrUpdateInput().

    • Content of api.global created by the pre-phase header logic will be persisted and available to the Contract Item Logic when calculating the line items.

  • post-phase execution:

    • Header calculation results – via the cProcessor.addOrUpdateOutput().

    • Custom Header - via the cProcessor.addOrUpdateOutput()

    • Set attributeX field values – via cProcessor.updateField("attribute1", "value").

    • Hide out-of-the-box buttons – via cProcessor.setRenderInfo().

    • Raise critical alert – if the logic creates at least one critical alert, it is considered as an exception, and the process (e.g. submission) will stop.

  • Note that the results of the logic elements are not stored or displayed anywhere (with the exception of testing the logic in Studio).

  • In general, the logic is expected to use the provided ContractBuilder object to manipulate the content of the document. For a list of allowed manipulations, see the description of the object CalculableLineItemCollectionBuilder.

Code Sample

See Contract_Header_Sample.

Groovy API

There are some commonly used functions for header logics:

• Check for which phase the logic is executed:

  • cProcessor. isPrePhase()

  • cProcessor. isPostPhase()

• Read the data of the contract header and items:

  • cProcessor. getContractView()

• Create input fields on header, folder or item:

  • cProcessor. addOrUpdateInput()

• Create outputs/results on header, folder or item:

  • cProcessor. addOrUpdateOutput