/// <summary>
/// Renders the controls.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="filterControl">The filter control.</param>
/// <param name="writer">The writer.</param>
/// <param name="controls">The controls.</param>
public override void RenderControls(Type entityType, FilterField filterControl, HtmlTextWriter writer, Control[] controls)
{
DropDownList ddlCompare = controls[0] as DropDownList;
NumberBox nbValue = controls[1] as NumberBox;
NumberRangeEditor numberRangeEditor = controls[2] as NumberRangeEditor;
writer.AddAttribute("class", "row field-criteria");
writer.RenderBeginTag(HtmlTextWriterTag.Div);
writer.AddAttribute("class", "col-md-4");
writer.RenderBeginTag(HtmlTextWriterTag.Div);
ddlCompare.RenderControl(writer);
writer.RenderEndTag();
writer.AddAttribute("class", "col-md-8");
writer.RenderBeginTag(HtmlTextWriterTag.Div);
nbValue.RenderControl(writer);
numberRangeEditor.RenderControl(writer);
writer.RenderEndTag();
writer.RenderEndTag(); // row
RegisterFilterCompareChangeScript(filterControl);
}
/// <summary>
/// Sets the value.
/// </summary>
/// <param name="control">The control.</param>
/// <param name="configurationValues">The configuration values.</param>
/// <param name="value">The value.</param>
public override void SetEditValue(System.Web.UI.Control control, System.Collections.Generic.Dictionary <string, ConfigurationValue> configurationValues, string value)
{
NumberRangeEditor editor = control as NumberRangeEditor;
if (editor != null)
{
if (value != null)
{
string[] valuePair = value.Split(new char[] { ',' }, StringSplitOptions.None);
if (valuePair.Length == 2)
{
int result;
if (int.TryParse(valuePair[0], out result))
{
editor.LowerValue = result;
}
if (int.TryParse(valuePair[1], out result))
{
editor.UpperValue = result;
}
}
}
}
}
/// <summary>
/// Gets the selection.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="controls">The controls.</param>
/// <returns></returns>
public override string GetSelection(Type entityType, Control[] controls)
{
DropDownList ddlCompare = controls[0] as DropDownList;
NumberBox nbValue = controls[1] as NumberBox;
NumberRangeEditor numberRangeEditor = controls[2] as NumberRangeEditor;
return(string.Format("{0}|{1}|{2}", ddlCompare.SelectedValue, nbValue.Text, numberRangeEditor.DelimitedValues));
}
/// <summary>
/// Creates the control(s) necessary for prompting user for a new value
/// </summary>
/// <param name="configurationValues">The configuration values.</param>
/// <param name="id"></param>
/// <returns>
/// The control
/// </returns>
public override System.Web.UI.Control EditControl(System.Collections.Generic.Dictionary <string, ConfigurationValue> configurationValues, string id)
{
var numberRangeEditor = new NumberRangeEditor {
ID = id
};
numberRangeEditor.NumberType = System.Web.UI.WebControls.ValidationDataType.Double;
return(numberRangeEditor);
}
/// <summary>
/// Sets the value.
/// </summary>
/// <param name="control">The control.</param>
/// <param name="configurationValues">The configuration values.</param>
/// <param name="value">The value.</param>
public override void SetEditValue(System.Web.UI.Control control, System.Collections.Generic.Dictionary <string, ConfigurationValue> configurationValues, string value)
{
NumberRangeEditor editor = control as NumberRangeEditor;
if (editor != null)
{
editor.DelimitedValues = value;
}
}
/// <summary>
/// Reads new values entered by the user for the field
/// </summary>
/// <param name="control">Parent control that controls were added to in the CreateEditControl() method</param>
/// <param name="configurationValues">The configuration values.</param>
/// <returns></returns>
public override string GetEditValue(System.Web.UI.Control control, System.Collections.Generic.Dictionary <string, ConfigurationValue> configurationValues)
{
NumberRangeEditor editor = control as NumberRangeEditor;
if (editor != null && (editor.LowerValue.HasValue || editor.UpperValue.HasValue))
{
return(editor.DelimitedValues);
}
return(null);
}
/// <summary>
/// Reads new values entered by the user for the field
/// </summary>
/// <param name="control">Parent control that controls were added to in the CreateEditControl() method</param>
/// <param name="configurationValues">The configuration values.</param>
/// <returns></returns>
public override string GetEditValue(System.Web.UI.Control control, System.Collections.Generic.Dictionary <string, ConfigurationValue> configurationValues)
{
NumberRangeEditor editor = control as NumberRangeEditor;
if (editor != null)
{
return(string.Format("{0},{1}", editor.LowerValue, editor.UpperValue));
}
return(null);
}
/// <summary>
/// Gfs the settings_ display filter value.
/// </summary>
/// <param name="sender">The sender.</param>
/// <param name="e">The e.</param>
protected void gfSettings_DisplayFilterValue(object sender, GridFilter.DisplayFilterValueArgs e)
{
switch (e.Key)
{
case "Amount":
e.Value = NumberRangeEditor.FormatDelimitedValues(e.Value, "N2");
break;
case "Frequency":
int definedValueId = 0;
if (int.TryParse(e.Value, out definedValueId))
{
var definedValue = DefinedValueCache.Read(definedValueId);
if (definedValue != null)
{
e.Value = definedValue.Value;
}
}
break;
case "Created":
e.Value = DateRangePicker.FormatDelimitedValues(e.Value);
break;
case "Account":
int accountId = 0;
if (int.TryParse(e.Value, out accountId) && ddlAccount.Visible)
{
var service = new FinancialAccountService(new RockContext());
var account = service.Get(accountId);
if (account != null)
{
e.Value = account.Name;
}
}
else
{
e.Value = string.Empty;
}
break;
case "Include Inactive":
break;
default:
e.Value = string.Empty;
break;
}
}
/// <summary>
/// Handles the filter display for each saved user value
/// </summary>
/// <param name="sender">The sender.</param>
/// <param name="e">The e.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void gfTransactions_DisplayFilterValue(object sender, Rock.Web.UI.Controls.GridFilter.DisplayFilterValueArgs e)
{
switch (e.Key)
{
case "Row Limit":
// row limit filter was removed, so hide it just in case
e.Value = null;
break;
case "Date Range":
e.Value = DateRangePicker.FormatDelimitedValues(e.Value);
break;
case "Amount Range":
e.Value = NumberRangeEditor.FormatDelimitedValues(e.Value, "N2");
break;
case "Account":
var accountIds = e.Value.SplitDelimitedValues().AsIntegerList().Where(a => a > 0).ToList();
if (accountIds.Any())
{
var service = new FinancialAccountService(new RockContext());
var accountNames = service.GetByIds(accountIds).OrderBy(a => a.Order).OrderBy(a => a.Name).Select(a => a.Name).ToList().AsDelimited(", ", " or ");
e.Value = accountNames;
}
else
{
e.Value = string.Empty;
}
break;
case "Transaction Type":
case "Currency Type":
case "Credit Card Type":
case "Source Type":
int definedValueId = 0;
if (int.TryParse(e.Value, out definedValueId))
{
var definedValue = DefinedValueCache.Read(definedValueId);
if (definedValue != null)
{
e.Value = definedValue.Value;
}
}
break;
}
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression(Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection)
{
DateTime currentDate = RockDateTime.Today;
int currentDayOfYear = currentDate.DayOfYear;
var values = selection.Split('|');
ComparisonType comparisonType = values[0].ConvertToEnum <ComparisonType>(ComparisonType.EqualTo);
int? ageValue = values[1].AsIntegerOrNull();
var rockContext = (RockContext)serviceInstance.Context;
var personAgeQuery = new PersonService(rockContext).Queryable();
MemberExpression idExpression = Expression.Property(parameterExpression, "Id");
Expression ageSelect = new Rock.Reporting.DataSelect.Person.AgeSelect().GetExpression(rockContext, idExpression, "");
if (values.Length >= 3 && comparisonType == ComparisonType.Between)
{
var numberRangeEditor = new NumberRangeEditor();
numberRangeEditor.DelimitedValues = values[2];
decimal ageValueStart = numberRangeEditor.LowerValue ?? 0;
decimal ageValueEnd = numberRangeEditor.UpperValue ?? decimal.MaxValue;
var personAgeBetweenQuery = personAgeQuery.Where(
p => ((p.BirthDate > SqlFunctions.DateAdd("year", -SqlFunctions.DateDiff("year", p.BirthDate, currentDate), currentDate)
? SqlFunctions.DateDiff("year", p.BirthDate, currentDate) - 1
: SqlFunctions.DateDiff("year", p.BirthDate, currentDate))
>= ageValueStart) && ((p.BirthDate > SqlFunctions.DateAdd("year", -SqlFunctions.DateDiff("year", p.BirthDate, currentDate), currentDate)
? SqlFunctions.DateDiff("year", p.BirthDate, currentDate) - 1
: SqlFunctions.DateDiff("year", p.BirthDate, currentDate))
<= ageValueEnd));
BinaryExpression result = FilterExpressionExtractor.Extract <Rock.Model.Person>(personAgeBetweenQuery, parameterExpression, "p") as BinaryExpression;
return(result);
}
else
{
var personAgeEqualQuery = personAgeQuery.Where(
p => (p.BirthDate > SqlFunctions.DateAdd("year", -SqlFunctions.DateDiff("year", p.BirthDate, currentDate), currentDate)
? SqlFunctions.DateDiff("year", p.BirthDate, currentDate) - 1
: SqlFunctions.DateDiff("year", p.BirthDate, currentDate))
== ageValue);
BinaryExpression compareEqualExpression = FilterExpressionExtractor.Extract <Rock.Model.Person>(personAgeEqualQuery, parameterExpression, "p") as BinaryExpression;
BinaryExpression result = FilterExpressionExtractor.AlterComparisonType(comparisonType, compareEqualExpression, null);
return(result);
}
}
/// <summary>
/// Handles the filter display for each saved user value
/// </summary>
/// <param name="sender">The sender.</param>
/// <param name="e">The e.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void rFilter_DisplayFilterValue(object sender, Rock.Web.UI.Controls.GridFilter.DisplayFilterValueArgs e)
{
switch (e.Key)
{
case "Date Range":
e.Value = DateRangePicker.FormatDelimitedValues(e.Value);
break;
case "Amount Range":
e.Value = NumberRangeEditor.FormatDelimitedValues(e.Value, "N2");
break;
case "Account":
int accountId = 0;
if (int.TryParse(e.Value, out accountId))
{
var service = new FinancialAccountService();
var account = service.Get(accountId);
if (account != null)
{
e.Value = account.Name;
}
}
break;
case "Transaction Type":
case "Currency Type":
case "Credit Card Type":
case "Source Type":
int definedValueId = 0;
if (int.TryParse(e.Value, out definedValueId))
{
var definedValue = DefinedValueCache.Read(definedValueId);
if (definedValue != null)
{
e.Value = definedValue.Name;
}
}
break;
}
}
/// <summary>
/// Sets the selection.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="controls">The controls.</param>
/// <param name="selection">The selection.</param>
public override void SetSelection(Type entityType, Control[] controls, string selection)
{
var values = selection.Split('|');
DropDownList ddlCompare = controls[0] as DropDownList;
NumberBox nbValue = controls[1] as NumberBox;
NumberRangeEditor numberRangeEditor = controls[2] as NumberRangeEditor;
if (values.Length >= 2)
{
ddlCompare.SelectedValue = values[0];
nbValue.Text = values[1];
if (values.Length >= 3)
{
numberRangeEditor.DelimitedValues = values[2];
}
}
}
/// <inheritdoc/>
public override string GetTextValue(string value, Dictionary <string, string> configurationValues)
{
return(NumberRangeEditor.FormatDelimitedValues(value, "G") ?? value);
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
_currencyTypes = new Dictionary <int, string>();
_creditCardTypes = new Dictionary <int, string>();
// If configured for a person and person is null, return
int personEntityTypeId = EntityTypeCache.Read("Rock.Model.Person").Id;
if (ContextTypesRequired.Any(e => e.Id == personEntityTypeId) && _person == null)
{
return;
}
// If configured for a batch and batch is null, return
int batchEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialBatch").Id;
if (ContextTypesRequired.Any(e => e.Id == batchEntityTypeId) && _batch == null)
{
return;
}
// If configured for a batch and batch is null, return
int scheduledTxnEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialScheduledTransaction").Id;
if (ContextTypesRequired.Any(e => e.Id == scheduledTxnEntityTypeId) && _scheduledTxn == null)
{
return;
}
// Qry
var qry = new FinancialTransactionService(new RockContext())
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person");
// Set up the selection filter
if (_batch != null)
{
// If transactions are for a batch, the filter is hidden so only check the batch id
qry = qry.Where(t => t.BatchId.HasValue && t.BatchId.Value == _batch.Id);
// If the batch is closed, do not allow any editing of the transactions
if (_batch.Status != BatchStatus.Closed && _canEdit)
{
gTransactions.IsDeleteEnabled = true;
}
else
{
gTransactions.IsDeleteEnabled = false;
}
}
else if (_scheduledTxn != null)
{
// If transactions are for a batch, the filter is hidden so only check the batch id
qry = qry.Where(t => t.ScheduledTransactionId.HasValue && t.ScheduledTransactionId.Value == _scheduledTxn.Id);
gTransactions.IsDeleteEnabled = false;
}
else // Person
{
// otherwise set the selection based on filter settings
if (_person != null)
{
qry = qry.Where(t => t.AuthorizedPersonAlias.PersonId == _person.Id);
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfTransactions.GetUserPreference("Date Range");
if (drp.LowerValue.HasValue)
{
qry = qry.Where(t => t.TransactionDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
DateTime upperDate = drp.UpperValue.Value.Date.AddDays(1);
qry = qry.Where(t => t.TransactionDateTime < upperDate);
}
// Amount Range
var nre = new NumberRangeEditor();
nre.DelimitedValues = gfTransactions.GetUserPreference("Amount Range");
if (nre.LowerValue.HasValue)
{
qry = qry.Where(t => t.TransactionDetails.Sum(d => d.Amount) >= nre.LowerValue.Value);
}
if (nre.UpperValue.HasValue)
{
qry = qry.Where(t => t.TransactionDetails.Sum(d => d.Amount) <= nre.UpperValue.Value);
}
// Transaction Code
string transactionCode = gfTransactions.GetUserPreference("Transaction Code");
if (!string.IsNullOrWhiteSpace(transactionCode))
{
qry = qry.Where(t => t.TransactionCode == transactionCode.Trim());
}
// Account Id
int accountId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Account"), out accountId))
{
qry = qry.Where(t => t.TransactionDetails.Any(d => d.AccountId == accountId));
}
// Transaction Type
int transactionTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Transaction Type"), out transactionTypeId))
{
qry = qry.Where(t => t.TransactionTypeValueId == transactionTypeId);
}
// Currency Type
int currencyTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Currency Type"), out currencyTypeId))
{
qry = qry.Where(t => t.CurrencyTypeValueId == currencyTypeId);
}
// Credit Card Type
int creditCardTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Credit Card Type"), out creditCardTypeId))
{
qry = qry.Where(t => t.CreditCardTypeValueId == creditCardTypeId);
}
// Source Type
int sourceTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Source Type"), out sourceTypeId))
{
qry = qry.Where(t => t.SourceTypeValueId == sourceTypeId);
}
}
SortProperty sortProperty = gTransactions.SortProperty;
if (sortProperty != null)
{
if (sortProperty.Property == "TotalAmount")
{
if (sortProperty.Direction == SortDirection.Ascending)
{
qry = qry.OrderBy(t => t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.00M);
}
else
{
qry = qry.OrderByDescending(t => t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M);
}
}
else
{
qry = qry.Sort(sortProperty);
}
}
else
{
// Default sort by Id if the transations are seen via the batch,
// otherwise sort by descending date time.
if (ContextTypesRequired.Any(e => e.Id == batchEntityTypeId))
{
qry = qry.OrderBy(t => t.Id);
}
else
{
qry = qry.OrderByDescending(t => t.TransactionDateTime).ThenByDescending(t => t.Id);
}
}
// Row Limit
int?rowLimit = gfTransactions.GetUserPreference("Row Limit").AsIntegerOrNull();
if (rowLimit.HasValue)
{
qry = qry.Take(rowLimit.Value);
}
gTransactions.DataSource = qry.AsNoTracking().ToList();
gTransactions.DataBind();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
_currencyTypes = new Dictionary <int, string>();
_creditCardTypes = new Dictionary <int, string>();
// If configured for a registration and registration is null, return
int registrationEntityTypeId = EntityTypeCache.Read(typeof(Rock.Model.Registration)).Id;
if (ContextTypesRequired.Any(e => e.Id == registrationEntityTypeId) && _registration == null)
{
return;
}
// If configured for a person and person is null, return
int personEntityTypeId = EntityTypeCache.Read("Rock.Model.Person").Id;
if (ContextTypesRequired.Any(e => e.Id == personEntityTypeId) && _person == null)
{
return;
}
// If configured for a batch and batch is null, return
int batchEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialBatch").Id;
if (ContextTypesRequired.Any(e => e.Id == batchEntityTypeId) && _batch == null)
{
return;
}
// If configured for a batch and batch is null, return
int scheduledTxnEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialScheduledTransaction").Id;
if (ContextTypesRequired.Any(e => e.Id == scheduledTxnEntityTypeId) && _scheduledTxn == null)
{
return;
}
// Qry
var rockContext = new RockContext();
var qry = new FinancialTransactionService(rockContext).Queryable();
// Transaction Types
var txnTypes = GetAttributeValue("TransactionTypes").SplitDelimitedValues().AsGuidList();
if (txnTypes.Any())
{
qry = qry.Where(t => txnTypes.Contains(t.TransactionTypeValue.Guid));
}
// Set up the selection filter
if (_batch != null)
{
// If transactions are for a batch, the filter is hidden so only check the batch id
qry = qry.Where(t => t.BatchId.HasValue && t.BatchId.Value == _batch.Id);
// If the batch is closed, do not allow any editing of the transactions
if (_batch.Status != BatchStatus.Closed && _canEdit)
{
gTransactions.IsDeleteEnabled = true;
}
else
{
gTransactions.IsDeleteEnabled = false;
}
}
else if (_scheduledTxn != null)
{
// If transactions are for a batch, the filter is hidden so only check the batch id
qry = qry.Where(t => t.ScheduledTransactionId.HasValue && t.ScheduledTransactionId.Value == _scheduledTxn.Id);
gTransactions.IsDeleteEnabled = false;
}
else if (_registration != null)
{
qry = qry
.Where(t => t.TransactionDetails
.Any(d =>
d.EntityTypeId.HasValue &&
d.EntityTypeId.Value == registrationEntityTypeId &&
d.EntityId.HasValue &&
d.EntityId.Value == _registration.Id));
gTransactions.IsDeleteEnabled = false;
}
else // Person
{
// otherwise set the selection based on filter settings
if (_person != null)
{
// get the transactions for the person or all the members in the person's giving group (Family)
qry = qry.Where(t => t.AuthorizedPersonAlias.Person.GivingId == _person.GivingId);
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfTransactions.GetUserPreference("Date Range");
if (drp.LowerValue.HasValue)
{
qry = qry.Where(t => t.TransactionDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
DateTime upperDate = drp.UpperValue.Value.Date.AddDays(1);
qry = qry.Where(t => t.TransactionDateTime < upperDate);
}
// Amount Range
var nre = new NumberRangeEditor();
nre.DelimitedValues = gfTransactions.GetUserPreference("Amount Range");
if (nre.LowerValue.HasValue)
{
qry = qry.Where(t => t.TransactionDetails.Sum(d => d.Amount) >= nre.LowerValue.Value);
}
if (nre.UpperValue.HasValue)
{
qry = qry.Where(t => t.TransactionDetails.Sum(d => d.Amount) <= nre.UpperValue.Value);
}
// Transaction Code
string transactionCode = gfTransactions.GetUserPreference("Transaction Code");
if (!string.IsNullOrWhiteSpace(transactionCode))
{
qry = qry.Where(t => t.TransactionCode == transactionCode.Trim());
}
// Account Id
var accountIds = (gfTransactions.GetUserPreference("Account") ?? "").SplitDelimitedValues().AsIntegerList().Where(a => a > 0).ToList();
{
if (accountIds.Any())
{
qry = qry.Where(t => t.TransactionDetails.Any(d => accountIds.Contains(d.AccountId) || (d.Account.ParentAccountId.HasValue && accountIds.Contains(d.Account.ParentAccountId.Value))));
}
}
// Transaction Type
int transactionTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Transaction Type"), out transactionTypeId))
{
qry = qry.Where(t => t.TransactionTypeValueId == transactionTypeId);
}
// Currency Type
int currencyTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Currency Type"), out currencyTypeId))
{
qry = qry.Where(t => t.FinancialPaymentDetail != null && t.FinancialPaymentDetail.CurrencyTypeValueId == currencyTypeId);
}
// Credit Card Type
int creditCardTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Credit Card Type"), out creditCardTypeId))
{
qry = qry.Where(t => t.FinancialPaymentDetail != null && t.FinancialPaymentDetail.CreditCardTypeValueId == creditCardTypeId);
}
// Source Type
int sourceTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Source Type"), out sourceTypeId))
{
qry = qry.Where(t => t.SourceTypeValueId == sourceTypeId);
}
}
SortProperty sortProperty = gTransactions.SortProperty;
if (sortProperty != null)
{
if (sortProperty.Property == "TotalAmount")
{
if (sortProperty.Direction == SortDirection.Ascending)
{
qry = qry.OrderBy(t => t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.00M);
}
else
{
qry = qry.OrderByDescending(t => t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M);
}
}
else
{
qry = qry.Sort(sortProperty);
}
}
else
{
// Default sort by Id if the transations are seen via the batch,
// otherwise sort by descending date time.
if (ContextTypesRequired.Any(e => e.Id == batchEntityTypeId))
{
qry = qry.OrderBy(t => t.Id);
}
else
{
qry = qry.OrderByDescending(t => t.TransactionDateTime).ThenByDescending(t => t.Id);
}
}
gTransactions.SetLinqDataSource(qry.AsNoTracking());
gTransactions.DataBind();
if (_batch == null &&
_scheduledTxn == null &&
_registration == null &&
_person == null)
{
pnlSummary.Visible = true;
// No context - show account summary
var qryTransactionDetails = qry.SelectMany(a => a.TransactionDetails);
var accountSummaryQry = qryTransactionDetails.GroupBy(a => a.Account).Select(a => new
{
a.Key.Name,
a.Key.Order,
TotalAmount = (decimal?)a.Sum(d => d.Amount)
}).OrderBy(a => a.Order);
var summaryList = accountSummaryQry.ToList();
var grandTotalAmount = (summaryList.Count > 0) ? summaryList.Sum(a => a.TotalAmount ?? 0) : 0;
string currencyFormat = GlobalAttributesCache.Value("CurrencySymbol") + "{0:n}";
lGrandTotal.Text = string.Format(currencyFormat, grandTotalAmount);
rptAccountSummary.DataSource = summaryList.Select(a => new { a.Name, TotalAmount = string.Format(currencyFormat, a.TotalAmount) }).ToList();
rptAccountSummary.DataBind();
}
else
{
pnlSummary.Visible = false;
}
}
/// <summary>
/// Handles the filter display for each saved user value
/// </summary>
/// <param name="sender">The sender.</param>
/// <param name="e">The e.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void rFilter_DisplayFilterValue(object sender, Rock.Web.UI.Controls.GridFilter.DisplayFilterValueArgs e)
{
switch (e.Key)
{
case "Subject":
case "Content":
{
break;
}
case "Communication Type":
{
if (!string.IsNullOrWhiteSpace(e.Value))
{
e.Value = (( CommunicationType )System.Enum.Parse(typeof(CommunicationType), e.Value)).ConvertToString();
}
break;
}
case "Status":
{
if (!string.IsNullOrWhiteSpace(e.Value))
{
e.Value = (( CommunicationStatus )System.Enum.Parse(typeof(CommunicationStatus), e.Value)).ConvertToString();
}
break;
}
case "Created By":
{
string personName = string.Empty;
if (canApprove)
{
int?personId = e.Value.AsIntegerOrNull();
if (personId.HasValue)
{
var personService = new PersonService(new RockContext());
var person = personService.Get(personId.Value);
if (person != null)
{
personName = person.FullName;
}
}
}
e.Value = personName;
break;
}
case "Created Date Range":
case "Sent Date Range":
{
e.Value = DateRangePicker.FormatDelimitedValues(e.Value);
break;
}
case "Recipient Count":
{
e.Value = NumberRangeEditor.FormatDelimitedValues(e.Value);
break;
}
default:
{
e.Value = string.Empty;
break;
}
}
}
/// <summary>
/// Returns the field's current value(s)
/// </summary>
/// <param name="parentControl">The parent control.</param>
/// <param name="value">Information about the value</param>
/// <param name="configurationValues">The configuration values.</param>
/// <param name="condensed">Flag indicating if the value should be condensed (i.e. for use in a grid column)</param>
/// <returns></returns>
public override string FormatValue(System.Web.UI.Control parentControl, string value, System.Collections.Generic.Dictionary <string, ConfigurationValue> configurationValues, bool condensed)
{
string formattedValue = NumberRangeEditor.FormatDelimitedValues(value, "G") ?? value;
return(base.FormatValue(parentControl, formattedValue, configurationValues, condensed));
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var queryable = new FinancialTransactionService().Queryable();
// Set up the selection filter
if (_batch != null)
{
// If transactions are for a batch, the filter is hidden so only check the batch id
queryable = queryable.Where(t => t.BatchId.HasValue && t.BatchId.Value == _batch.Id);
}
else
{
// otherwise set the selection based on filter settings
if (_person != null)
{
queryable = queryable.Where(t => t.AuthorizedPersonId == _person.Id);
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = rFilter.GetUserPreference("Date Range");
if (drp.LowerValue.HasValue)
{
queryable = queryable.Where(t => t.TransactionDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
DateTime upperDate = drp.UpperValue.Value.Date.AddDays(1);
queryable = queryable.Where(t => t.TransactionDateTime < upperDate);
}
// Amount Range
var nre = new NumberRangeEditor();
nre.DelimitedValues = rFilter.GetUserPreference("Amount Range");
if (nre.LowerValue.HasValue)
{
queryable = queryable.Where(t => t.Amount >= nre.LowerValue.Value);
}
if (nre.UpperValue.HasValue)
{
queryable = queryable.Where(t => t.Amount <= nre.UpperValue.Value);
}
// Transaction Code
string transactionCode = rFilter.GetUserPreference("Transaction Code");
if (!string.IsNullOrWhiteSpace(transactionCode))
{
queryable = queryable.Where(t => t.TransactionCode == transactionCode.Trim());
}
// Account Id
int accountId = int.MinValue;
if (int.TryParse(rFilter.GetUserPreference("Account"), out accountId))
{
queryable = queryable.Where(t => t.TransactionDetails.Any(d => d.AccountId == accountId));
}
// Transaction Type
int transactionTypeId = int.MinValue;
if (int.TryParse(rFilter.GetUserPreference("Transaction Type"), out transactionTypeId))
{
queryable = queryable.Where(t => t.TransactionTypeValueId == transactionTypeId);
}
// Currency Type
int currencyTypeId = int.MinValue;
if (int.TryParse(rFilter.GetUserPreference("Currency Type"), out currencyTypeId))
{
queryable = queryable.Where(t => t.CurrencyTypeValueId == currencyTypeId);
}
// Credit Card Type
int creditCardTypeId = int.MinValue;
if (int.TryParse(rFilter.GetUserPreference("Credit Card Type"), out creditCardTypeId))
{
queryable = queryable.Where(t => t.CreditCardTypeValueId == creditCardTypeId);
}
// Source Type
int sourceTypeId = int.MinValue;
if (int.TryParse(rFilter.GetUserPreference("Source Type"), out sourceTypeId))
{
queryable = queryable.Where(t => t.SourceTypeValueId == sourceTypeId);
}
}
SortProperty sortProperty = rGridTransactions.SortProperty;
if (sortProperty != null)
{
queryable = queryable.Sort(sortProperty);
}
else
{
queryable = queryable.OrderBy(t => t.TransactionDateTime);
}
rGridTransactions.DataSource = queryable.AsNoTracking().ToList();
rGridTransactions.DataBind();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var queryable = new FinancialTransactionService(new RockContext()).Queryable();
// Set up the selection filter
if (_batch != null)
{
// If transactions are for a batch, the filter is hidden so only check the batch id
queryable = queryable.Where(t => t.BatchId.HasValue && t.BatchId.Value == _batch.Id);
// If the batch is closed, do not allow any editing of the transactions
if (_batch.Status != BatchStatus.Open && _canConfigure)
{
gTransactions.Actions.ShowAdd = false;
gTransactions.IsDeleteEnabled = false;
}
else
{
gTransactions.Actions.ShowAdd = true;
gTransactions.IsDeleteEnabled = true;
}
}
else if (!string.IsNullOrWhiteSpace(PageParameter("financialBatchId")) && _batch == null)
{
// this makes sure the grid will show no transactions when you're adding a new financial batch.
queryable = queryable.Where(t => t.BatchId.HasValue && t.BatchId.Value == 0);
}
else
{
// otherwise set the selection based on filter settings
if (_person != null)
{
queryable = queryable.Where(t => t.AuthorizedPersonId == _person.Id);
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfTransactions.GetUserPreference("Date Range");
if (drp.LowerValue.HasValue)
{
queryable = queryable.Where(t => t.TransactionDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
DateTime upperDate = drp.UpperValue.Value.Date.AddDays(1);
queryable = queryable.Where(t => t.TransactionDateTime < upperDate);
}
// Amount Range
var nre = new NumberRangeEditor();
nre.DelimitedValues = gfTransactions.GetUserPreference("Amount Range");
if (nre.LowerValue.HasValue)
{
queryable = queryable.Where(t => t.TransactionDetails.Sum(d => d.Amount) >= nre.LowerValue.Value);
}
if (nre.UpperValue.HasValue)
{
queryable = queryable.Where(t => t.TransactionDetails.Sum(d => d.Amount) <= nre.UpperValue.Value);
}
// Transaction Code
string transactionCode = gfTransactions.GetUserPreference("Transaction Code");
if (!string.IsNullOrWhiteSpace(transactionCode))
{
queryable = queryable.Where(t => t.TransactionCode == transactionCode.Trim());
}
// Account Id
int accountId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Account"), out accountId))
{
queryable = queryable.Where(t => t.TransactionDetails.Any(d => d.AccountId == accountId));
}
// Transaction Type
int transactionTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Transaction Type"), out transactionTypeId))
{
queryable = queryable.Where(t => t.TransactionTypeValueId == transactionTypeId);
}
// Currency Type
int currencyTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Currency Type"), out currencyTypeId))
{
queryable = queryable.Where(t => t.CurrencyTypeValueId == currencyTypeId);
}
// Credit Card Type
int creditCardTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Credit Card Type"), out creditCardTypeId))
{
queryable = queryable.Where(t => t.CreditCardTypeValueId == creditCardTypeId);
}
// Source Type
int sourceTypeId = int.MinValue;
if (int.TryParse(gfTransactions.GetUserPreference("Source Type"), out sourceTypeId))
{
queryable = queryable.Where(t => t.SourceTypeValueId == sourceTypeId);
}
}
SortProperty sortProperty = gTransactions.SortProperty;
if (sortProperty != null)
{
if (sortProperty.Property == "TotalAmount")
{
if (sortProperty.Direction == SortDirection.Ascending)
{
queryable = queryable.OrderBy(t => t.TransactionDetails.Sum(d => d.Amount));
}
else
{
queryable = queryable.OrderByDescending(t => t.TransactionDetails.Sum(d => d.Amount));
}
}
else
{
queryable = queryable.Sort(sortProperty);
}
}
else
{
queryable = queryable.OrderBy(t => t.TransactionDateTime);
}
gTransactions.DataSource = queryable.AsNoTracking().ToList();
gTransactions.DataBind();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid(bool isExporting = false)
{
int?personId = null;
int?givingGroupId = null;
bool validRequest = false;
if (TargetPerson != null)
{
personId = TargetPerson.Id;
givingGroupId = TargetPerson.GivingGroupId;
validRequest = true;
}
else
{
int personEntityTypeId = EntityTypeCache.Read("Rock.Model.Person").Id;
if (!ContextTypesRequired.Any(e => e.Id == personEntityTypeId))
{
validRequest = true;
}
}
if (validRequest)
{
var rockContext = new RockContext();
var qry = new FinancialScheduledTransactionService(rockContext)
.Queryable("ScheduledTransactionDetails,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue")
.AsNoTracking();
// Valid Accounts
var accountGuids = GetAttributeValue("Accounts").SplitDelimitedValues().AsGuidList();
if (accountGuids.Any())
{
qry = qry.Where(t => t.ScheduledTransactionDetails.Any(d => accountGuids.Contains(d.Account.Guid)));
}
// Amount Range
var nre = new NumberRangeEditor();
nre.DelimitedValues = gfSettings.GetUserPreference("Amount");
if (nre.LowerValue.HasValue)
{
qry = qry.Where(t => t.ScheduledTransactionDetails.Sum(d => d.Amount) >= nre.LowerValue.Value);
}
if (nre.UpperValue.HasValue)
{
qry = qry.Where(t => t.ScheduledTransactionDetails.Sum(d => d.Amount) <= nre.UpperValue.Value);
}
// Frequency
int?frequencyTypeId = gfSettings.GetUserPreference("Frequency").AsIntegerOrNull();
if (frequencyTypeId.HasValue)
{
qry = qry.Where(t => t.TransactionFrequencyValueId == frequencyTypeId.Value);
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfSettings.GetUserPreference("Created");
if (drp.LowerValue.HasValue)
{
qry = qry.Where(t => t.CreatedDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
DateTime upperDate = drp.UpperValue.Value.Date.AddDays(1);
qry = qry.Where(t => t.CreatedDateTime < upperDate);
}
// Account Id
int accountId = int.MinValue;
if (int.TryParse(gfSettings.GetUserPreference("Account"), out accountId) && ddlAccount.Visible)
{
qry = qry.Where(t => t.ScheduledTransactionDetails.Any(d => d.AccountId == accountId));
}
// Active only (no filter)
if (string.IsNullOrWhiteSpace(gfSettings.GetUserPreference("Include Inactive")))
{
qry = qry.Where(t => t.IsActive);
}
if (givingGroupId.HasValue)
{
// Person contributes with family
qry = qry.Where(t => t.AuthorizedPersonAlias.Person.GivingGroupId == givingGroupId);
}
else if (personId.HasValue)
{
// Person contributes individually
qry = qry.Where(t => t.AuthorizedPersonAlias.PersonId == personId);
}
SortProperty sortProperty = gList.SortProperty;
if (sortProperty != null)
{
if (sortProperty.Property == "Amount")
{
if (sortProperty.Direction == SortDirection.Ascending)
{
qry = qry.OrderBy(t => t.ScheduledTransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.00M);
}
else
{
qry = qry.OrderByDescending(t => t.ScheduledTransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M);
}
}
else
{
qry = qry.Sort(sortProperty);
}
}
else
{
qry = qry
.OrderBy(t => t.AuthorizedPersonAlias.Person.LastName)
.ThenBy(t => t.AuthorizedPersonAlias.Person.NickName)
.ThenByDescending(t => t.IsActive)
.ThenByDescending(t => t.StartDate);
}
_isExporting = isExporting;
gList.SetLinqDataSource <FinancialScheduledTransaction>(qry);
gList.DataBind();
_isExporting = false;
}
}
/// <summary>
/// Handles the DisplayFilterValue event of the gfAlertFilter control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="Rock.Web.UI.Controls.GridFilter.DisplayFilterValueArgs"/> instance containing the event data.</param>
protected void gfAlertFilter_DisplayFilterValue(object sender, Rock.Web.UI.Controls.GridFilter.DisplayFilterValueArgs e)
{
switch (e.Key)
{
case FilterKey.DateRange:
{
e.Value = DateRangePicker.FormatDelimitedValues(e.Value);
break;
}
case FilterKey.Person:
{
int?personId = e.Value.AsIntegerOrNull();
if (personId != null && ppPerson.Visible)
{
var person = new PersonService(new RockContext()).Get(personId.Value);
if (person != null)
{
e.Value = person.ToString();
}
else
{
e.Value = string.Empty;
}
}
else
{
e.Value = string.Empty;
}
break;
}
case FilterKey.AlertCategory:
{
e.Value = GetSelectedValues(e.Value, cblAlertCategory);
break;
}
case FilterKey.AlertTypes:
{
e.Value = GetSelectedValues(e.Value, cblAlertTypes);
break;
}
case FilterKey.Campus:
{
var campusId = e.Value.AsIntegerOrNull();
if (campusId.HasValue && cpCampus.Visible)
{
var campusCache = CampusCache.Get(campusId.Value);
if (campusCache != null)
{
e.Value = campusCache.Name;
}
else
{
e.Value = string.Empty;
}
}
else
{
e.Value = string.Empty;
}
break;
}
case FilterKey.TransactionAmount:
{
e.Value = NumberRangeEditor.FormatDelimitedValues(e.Value, "N2");
break;
}
}
}
