/// <summary>
/// Creates the child controls.
/// </summary>
/// <returns></returns>
public override Control[] CreateChildControls(Type entityType, FilterField filterControl)
{
var controls = new List <Control>();
var ddlIntegerCompare = ComparisonHelper.ComparisonControl(ComparisonHelper.NumericFilterComparisonTypes | ComparisonType.Between);
ddlIntegerCompare.ID = string.Format("{0}_{1}", filterControl.ID, "ddlIntegerCompare");
ddlIntegerCompare.AddCssClass("js-filter-compare");
filterControl.Controls.Add(ddlIntegerCompare);
controls.Add(ddlIntegerCompare);
var numberBox = new NumberBox();
numberBox.ID = string.Format("{0}_{1}", filterControl.ID, "numberBox");
numberBox.AddCssClass("js-filter-control");
filterControl.Controls.Add(numberBox);
controls.Add(numberBox);
numberBox.FieldName = "Age";
var numberRangeEditor = new Rock.Web.UI.Controls.NumberRangeEditor();
numberRangeEditor.ID = string.Format("{0}_{1}", filterControl.ID, "numberRangeEditor");
numberRangeEditor.RangeLabel = "and";
numberRangeEditor.AddCssClass("js-filter-control-between");
filterControl.Controls.Add(numberRangeEditor);
controls.Add(numberRangeEditor);
return(controls.ToArray());
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid( bool isExporting = false )
{
_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 transactionTypeValueIdList = GetAttributeValue( "TransactionTypes" ).SplitDelimitedValues().AsGuidList().Select( a => DefinedValueCache.Read( a ) ).Where( a => a != null ).Select( a => a.Id ).ToList();
if ( transactionTypeValueIdList.Any() )
{
qry = qry.Where( t => transactionTypeValueIdList.Contains( t.TransactionTypeValueId ) );
}
// 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 = _canEdit;
}
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 );
}
// Campus
if ( this.ContextEntity() == null )
{
var campus = CampusCache.Read( gfTransactions.GetUserPreference( "Campus" ).AsInteger() );
if ( campus != null )
{
qry = qry.Where( b => b.Batch != null && b.Batch.CampusId == campus.Id );
}
}
}
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 );
}
}
var lTransactionImageField = gTransactions.ColumnsOfType<RockLiteralField>().FirstOrDefault( a => a.ID == "lTransactionImage" );
var summaryField = gTransactions.ColumnsOfType<RockBoundField>().FirstOrDefault( a => a.DataField == "Summary" );
var showImages = bddlOptions.SelectedValue.AsIntegerOrNull() == 1;
if ( lTransactionImageField != null)
{
lTransactionImageField.Visible = showImages;
}
if ( summaryField != null )
{
summaryField.Visible = !showImages;
}
if ( showImages )
{
qry = qry.Include( a => a.Images );
}
_isExporting = isExporting;
gTransactions.SetLinqDataSource( qry.AsNoTracking() );
gTransactions.DataBind();
_isExporting = false;
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 qryFinancialAccount = new FinancialAccountService( rockContext ).Queryable();
var accountSummaryQry = qryTransactionDetails.GroupBy( a => a.AccountId ).Select( a => new
{
AccountId = a.Key,
TotalAmount = (decimal?)a.Sum( d => d.Amount )
} ).Join( qryFinancialAccount, k1 => k1.AccountId, k2 => k2.Id, ( td, fa ) => new { td.TotalAmount, fa.Name, fa.Order } )
.OrderBy( a => a.Order );
var summaryList = accountSummaryQry.ToList();
var grandTotalAmount = ( summaryList.Count > 0 ) ? summaryList.Sum( a => a.TotalAmount ?? 0 ) : 0;
lGrandTotal.Text = grandTotalAmount.FormatAsCurrency();
rptAccountSummary.DataSource = summaryList.Select( a => new { a.Name, TotalAmount = a.TotalAmount.FormatAsCurrency() } ).ToList();
rptAccountSummary.DataBind();
}
else
{
pnlSummary.Visible = false;
}
}
/// <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
{
qry = qry.OrderBy( 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>
/// Creates the control(s) neccessary 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.Integer;
return numberRangeEditor;
}
/// <summary>
/// Creates the child controls.
/// </summary>
/// <returns></returns>
public override Control[] CreateChildControls( Type entityType, FilterField filterControl )
{
var controls = new List<Control>();
var ddlIntegerCompare = ComparisonHelper.ComparisonControl( ComparisonHelper.NumericFilterComparisonTypes | ComparisonType.Between );
ddlIntegerCompare.ID = string.Format( "{0}_{1}", filterControl.ID, "ddlIntegerCompare" );
ddlIntegerCompare.AddCssClass( "js-filter-compare" );
filterControl.Controls.Add( ddlIntegerCompare );
controls.Add( ddlIntegerCompare );
var numberBox = new NumberBox();
numberBox.ID = string.Format( "{0}_{1}", filterControl.ID, "numberBox" );
numberBox.AddCssClass( "js-filter-control" );
filterControl.Controls.Add( numberBox );
controls.Add( numberBox );
numberBox.FieldName = "Age";
var numberRangeEditor = new Rock.Web.UI.Controls.NumberRangeEditor();
numberRangeEditor.ID = string.Format( "{0}_{1}", filterControl.ID, "numberRangeEditor" );
numberRangeEditor.RangeLabel = "and";
numberRangeEditor.AddCssClass( "js-filter-control-between" );
filterControl.Controls.Add( numberRangeEditor );
controls.Add( numberRangeEditor );
return controls.ToArray();
}
/// <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>
/// 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()
{
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()
{
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();
// 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 ) )
{
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 );
}
gList.SetLinqDataSource<FinancialScheduledTransaction>( qry );
gList.DataBind();
}
}