/// <summary>
/// Handles the Click event of the lbSaveFinancialBatch control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSaveFinancialBatch_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialBatchService = new FinancialBatchService(rockContext);
FinancialBatch financialBatch = null;
int financialBatchId = 0;
if (!string.IsNullOrEmpty(hfBatchId.Value))
{
financialBatchId = int.Parse(hfBatchId.Value);
}
if (financialBatchId == 0)
{
financialBatch = new Rock.Model.FinancialBatch();
financialBatchService.Add(financialBatch);
}
else
{
financialBatch = financialBatchService.Get(financialBatchId);
}
financialBatch.Name = tbName.Text;
financialBatch.BatchStartDateTime = drpBatchDate.LowerValue;
financialBatch.BatchEndDateTime = drpBatchDate.UpperValue;
financialBatch.CampusId = campCampus.SelectedCampusId;
financialBatch.Status = (BatchStatus)ddlStatus.SelectedIndex;
decimal fcontrolamt = 0;
decimal.TryParse(tbControlAmount.Text, out fcontrolamt);
financialBatch.ControlAmount = fcontrolamt;
if (!financialBatch.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
hfBatchId.SetValue(financialBatch.Id);
foreach (var block in RockPage.RockBlocks.OfType <RockWeb.Blocks.Finance.TransactionList>())
{
((RockWeb.Blocks.Finance.TransactionList)block).RefreshList();
}
var savedFinancialBatch = new FinancialBatchService(rockContext).Get(hfBatchId.ValueAsInt());
ShowSummary(savedFinancialBatch);
}
/// <summary>
/// Handles the Click event of the btnSaveFinancialBatch control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSaveFinancialBatch_Click(object sender, EventArgs e)
{
using (new Rock.Data.UnitOfWorkScope())
{
var financialBatchService = new FinancialBatchService();
FinancialBatch financialBatch = null;
int financialBatchId = 0;
if (!string.IsNullOrEmpty(hfBatchId.Value))
{
financialBatchId = int.Parse(hfBatchId.Value);
}
if (financialBatchId == 0)
{
financialBatch = new Rock.Model.FinancialBatch();
financialBatch.CreatedByPersonId = CurrentPersonId.Value;
financialBatchService.Add(financialBatch, CurrentPersonId);
}
else
{
financialBatch = financialBatchService.Get(financialBatchId);
}
financialBatch.Name = tbName.Text;
financialBatch.BatchStartDateTime = dtBatchDate.LowerValue;
financialBatch.BatchEndDateTime = dtBatchDate.UpperValue;
financialBatch.CampusId = cpCampus.SelectedCampusId;
financialBatch.Status = (BatchStatus)ddlStatus.SelectedIndex;
decimal fcontrolamt = 0;
decimal.TryParse(tbControlAmount.Text, out fcontrolamt);
financialBatch.ControlAmount = fcontrolamt;
if (!financialBatch.IsValid)
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction(() =>
{
financialBatchService.Save(financialBatch, CurrentPersonId);
hfBatchId.SetValue(financialBatch.Id);
});
}
var savedFinancialBatch = new FinancialBatchService().Get(hfBatchId.ValueAsInt());
ShowReadOnly(savedFinancialBatch);
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
var changes = new List <string>();
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
changes.Add("Created the batch");
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
if (ddlBatchName.Visible)
{
History.EvaluateChange(changes, "Batch Name", batch.Name, ddlBatchName.SelectedItem.Text);
batch.Name = ddlBatchName.SelectedItem.Text;
}
else
{
History.EvaluateChange(changes, "Batch Name", batch.Name, tbName.Text);
batch.Name = tbName.Text;
}
BatchStatus batchStatus = (BatchStatus)ddlStatus.SelectedIndex;
string errorMessage;
if (!batch.IsValidBatchStatusChange(batch.Status, batchStatus, this.CurrentPerson, out errorMessage))
{
cvBatch.IsValid = false;
cvBatch.ErrorMessage = errorMessage;
return;
}
History.EvaluateChange(changes, "Status", batch.Status, batchStatus);
batch.Status = batchStatus;
CampusCache oldCampus = null;
if (batch.CampusId.HasValue)
{
oldCampus = CampusCache.Read(batch.CampusId.Value);
}
CampusCache newCampus = null;
if (campCampus.SelectedCampusId.HasValue)
{
newCampus = CampusCache.Read(campCampus.SelectedCampusId.Value);
}
History.EvaluateChange(changes, "Campus", oldCampus != null ? oldCampus.Name : "None", newCampus != null ? newCampus.Name : "None");
batch.CampusId = campCampus.SelectedCampusId;
DateTime?startDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
History.EvaluateChange(changes, "Start Date/Time", batch.BatchStartDateTime, startDateTime);
batch.BatchStartDateTime = startDateTime;
DateTime?endDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
endDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
endDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
History.EvaluateChange(changes, "End Date/Time", batch.BatchEndDateTime, endDateTime);
batch.BatchEndDateTime = endDateTime;
decimal controlAmount = tbControlAmount.Text.AsDecimal();
History.EvaluateChange(changes, "Control Amount", batch.ControlAmount.FormatAsCurrency(), controlAmount.FormatAsCurrency());
batch.ControlAmount = controlAmount;
History.EvaluateChange(changes, "Accounting System Code", batch.AccountingSystemCode, tbAccountingCode.Text);
batch.AccountingSystemCode = tbAccountingCode.Text;
History.EvaluateChange(changes, "Notes", batch.Note, tbNote.Text);
batch.Note = tbNote.Text;
cvBatch.IsValid = batch.IsValid;
if (!Page.IsValid || !batch.IsValid)
{
cvBatch.ErrorMessage = batch.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
batch.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, batch);
rockContext.WrapTransaction(() =>
{
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
pdAuditDetails.SetEntity(batch, ResolveRockUrl("~"));
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
}
}
});
batch.SaveAttributeValues(rockContext);
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
// If there is a batch context item, update the context's properties with new values
var contextObjects = new Dictionary <string, object>();
foreach (var contextEntityType in RockPage.GetContextEntityTypes())
{
var contextEntity = RockPage.GetCurrentContext(contextEntityType);
if (contextEntity is FinancialBatch)
{
var contextBatch = contextEntity as FinancialBatch;
contextBatch.CopyPropertiesFrom(batch);
}
}
// Then refresh transaction list
RockPage.UpdateBlocks("~/Blocks/Finance/TransactionList.ascx");
}
}
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
batch.Name = tbName.Text;
batch.Status = (BatchStatus)ddlStatus.SelectedIndex;
batch.CampusId = campCampus.SelectedCampusId;
batch.BatchStartDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
batch.BatchEndDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
batch.ControlAmount = tbControlAmount.Text.AsDecimal();
batch.AccountingSystemCode = tbAccountingCode.Text;
if (!Page.IsValid || !batch.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
}
}
}
/// <summary>
/// Handles the Click event of the btnConfirm control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnConfirm_Click(object sender, EventArgs e)
{
// send signalR message to start progress indicator
int progress = 0;
_hubContext.Clients.All.receiveNotification(signalREventName, "0");
XDocument xml = null;
int? total = null;
int? batchId = null;
string batchName = string.Empty;
int?attributeId = null;
int?binaryFileTypeId = null;
using (var rockContext = new RockContext())
{
// Get the XML
var binaryFile = new BinaryFileService(rockContext).Get(_binaryFileId.Value);
if (binaryFile != null)
{
using (var stream = binaryFile.ContentStream)
{
xml = XDocument.Load(stream);
}
}
// Get the number of transactions
if (xml != null)
{
total = xml.Root.Descendants().Where(n => n.Name == "Gift").Count();
}
if (xml != null && total.HasValue && total.Value > 0)
{
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
// Load (or create) the batch
batchId = ddlBatch.SelectedValueAsInt();
if (batchId.HasValue)
{
batch = batchService.Get(batchId.Value);
}
if (batch == null)
{
batch = new FinancialBatch();
batch.Guid = Guid.NewGuid();
batch.Name = Path.GetFileNameWithoutExtension(binaryFile.FileName);
batch.Status = BatchStatus.Open;
batch.BatchStartDateTime = RockDateTime.Today;
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays(1);
batch.ControlAmount = 0;
batchService.Add(batch);
rockContext.SaveChanges();
batchId = batch.Id;
}
batchName = batch.Name;
// Get the attribute id for the envelop number attribute
int?personEntityTypeId = EntityTypeCache.GetId <Rock.Model.Person>();
attributeId = new AttributeService(rockContext)
.Queryable().AsNoTracking()
.Where(a =>
a.EntityTypeId == personEntityTypeId &&
a.Key == "GivingEnvelopeNumber")
.Select(a => a.Id)
.FirstOrDefault();
// Get the binary file type for contribution images
var binaryFileType = new BinaryFileTypeService(rockContext).Get(Rock.SystemGuid.BinaryFiletype.CONTRIBUTION_IMAGE.AsGuid());
if (binaryFileType != null)
{
binaryFileTypeId = binaryFileType.Id;
}
}
}
// Initialize the status variables
int matchCount = 0;
int unmatchCount = 0;
int errorCount = 0;
var allErrorMessages = new List <string>();
// Process each transaction
foreach (var node in xml.Root.Descendants().Where(n => n.Name == "Gift"))
{
var errorMessages = new List <string>();
var status = ProcessTransaction(node, batchId, attributeId, binaryFileTypeId, out errorMessages);
switch (status)
{
case ProcessStatus.Matched: matchCount++; break;
case ProcessStatus.Unmatched: unmatchCount++; break;
case ProcessStatus.Error: errorCount++; break;
}
allErrorMessages.AddRange(errorMessages);
// Update progress using signalR
progress++;
int percentage = (progress * 100) / total.Value;
_hubContext.Clients.All.receiveNotification(signalREventName, percentage.ToString("N0"));
}
// update success message to indicate the txns that were updated
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0:N0} {1} processed.</li>", total.Value, "transaction".PluralizeIf(total.Value > 1));
sb.AppendFormat("<li>{0:N0} {1} matched to an existing person.</li>", matchCount,
(matchCount == 1 ? "transaction was" : "transactions were"));
sb.AppendFormat("<li>{0:N0} {1} NOT matched to an existing person.</li>", unmatchCount,
(unmatchCount == 1 ? "transaction was" : "transactions were"));
if (errorCount > 0)
{
sb.AppendFormat("<li>{0:N0} {1} NOT imported due to error during import (see errors below).</li>", errorCount,
(errorCount == 1 ? "transaction was" : "transactions were"));
}
using (var rockContext = new RockContext())
{
var batch = new FinancialBatchService(rockContext).Get(batchId.Value);
if (batch != null)
{
// update batch control amount
batch.ControlAmount += _totalAmount;
rockContext.SaveChanges();
// Add link to batch
var qryParam = new Dictionary <string, string>();
qryParam.Add("batchId", batchId.ToString());
string batchUrl = LinkedPageUrl("BatchDetailPage", qryParam);
string batchLink = string.Format("<a href='{0}'>{1}</a>", batchUrl, batch.Name);
int totalTransactions = matchCount + unmatchCount;
string summaryformat = totalTransactions == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat(summaryformat, totalTransactions.ToString("N0"), _totalAmount.FormatAsCurrency(), batchLink);
}
}
nbSuccess.Text = string.Format("<ul>{0}</ul>", sb.ToString());
// Display any errors that occurred
if (allErrorMessages.Any())
{
StringBuilder sbErrors = new StringBuilder();
foreach (var errorMsg in allErrorMessages)
{
sbErrors.AppendFormat("<li>{0}</li>", errorMsg);
}
nbErrors.Text = string.Format("<ul>{0}</ul>", sbErrors.ToString());
nbErrors.Visible = true;
}
else
{
nbErrors.Visible = false;
}
ShowResults();
}
/// <summary>Process all transactions (payments) from Service Reef.</summary>
/// <param name="message">The message that is returned depending on the result.</param>
/// <param name="state">The state of the process.</param>
/// <returns><see cref="WorkerResultStatus"/></returns>
public void Execute(IJobExecutionContext context)
{
RockContext dbContext = new RockContext();
FinancialBatchService financialBatchService = new FinancialBatchService(dbContext);
PersonService personService = new PersonService(dbContext);
PersonAliasService personAliasService = new PersonAliasService(dbContext);
FinancialAccountService financialAccountService = new FinancialAccountService(dbContext);
FinancialAccountService accountService = new FinancialAccountService(dbContext);
FinancialTransactionService financialTransactionService = new FinancialTransactionService(dbContext);
FinancialGatewayService financialGatewayService = new FinancialGatewayService(dbContext);
DefinedValueService definedValueService = new DefinedValueService(dbContext);
DefinedTypeService definedTypeService = new DefinedTypeService(dbContext);
TransactionService transactionService = new TransactionService(new PayPalReporting.Data.PayPalReportingContext());
// Get the datamap for loading attributes
JobDataMap dataMap = context.JobDetail.JobDataMap;
String warnings = string.Empty;
FinancialBatch batch = null;
Double totalAmount = 0;
var total = 1;
var processed = 0;
try
{
DateRange dateRange = Rock.Web.UI.Controls.SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues(dataMap.GetString("DateRange") ?? "-1||");
String SRApiKey = Encryption.DecryptString(dataMap.GetString("ServiceReefAPIKey"));
String SRApiSecret = Encryption.DecryptString(dataMap.GetString("ServiceReefAPISecret"));
String SRApiUrl = dataMap.GetString("ServiceReefAPIURL");
DefinedValueCache transactionSource = DefinedValueCache.Read(dataMap.GetString("TransactionSource").AsGuid(), dbContext);
DefinedValueCache connectionStatus = DefinedValueCache.Read(dataMap.GetString("ConnectionStatus").AsGuid(), dbContext);
DefinedValueCache contribution = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION);
// Setup some lookups
DefinedTypeCache creditCards = DefinedTypeCache.Read(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE.AsGuid(), dbContext);
DefinedTypeCache tenderType = DefinedTypeCache.Get(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE.AsGuid(), dbContext);
FinancialAccount specialFund = accountService.Get(dataMap.GetString("Account").AsGuid());
FinancialGateway gateway = financialGatewayService.Get(dataMap.GetString("FinancialGateway").AsGuid());
List <FinancialAccount> trips = financialAccountService.Queryable().Where(fa => fa.ParentAccountId == specialFund.Id).OrderBy(fa => fa.Order).ToList();
// Get the trips
DefinedValueCache serviceReefAccountType = DefinedValueCache.Get(dataMap.Get("ServiceReefAccountType").ToString().AsGuid());
// Setup the ServiceReef API Client
var client = new RestClient(SRApiUrl);
client.Authenticator = new HMACAuthenticator(SRApiKey, SRApiSecret);
// Get all payments from ServiceReef
var request = new RestRequest("v1/payments", Method.GET);
request.AddParameter("pageSize", 100);
if (dateRange.Start.HasValue)
{
request.AddParameter("startDate", dateRange.Start.Value.ToString("o"));
}
if (dateRange.End.HasValue)
{
request.AddParameter("endDate", dateRange.End.Value.ToString("o"));
}
request.AddParameter("page", 1);
while (total > processed)
{
var response = client.Execute <Contracts.Payments>(request);
if (response.StatusCode != System.Net.HttpStatusCode.OK)
{
throw new Exception("ServiceReef API Response: " + response.StatusDescription + " Content Length: " + response.ContentLength);
}
if (response.Data != null && response.Data.PageInfo != null)
{
total = response.Data.PageInfo.TotalRecords;
foreach (Contracts.Payments.Result result in response.Data.Results)
{
// Process the transaction
if (result.PaymentProcessorTransactionId != null)
{
if (result.FirstName == null || result.LastName == null)
{
warnings += "Missing Firstname/Lastname for ServiceReef transaction Id: " + result.TransactionId + Environment.NewLine;
processed++;
continue;
}
FinancialAccount trip = null;
// Make sure we have a sub-account to go with this transaction
if (result.EventId > 0)
{
trip = trips.Where(t => t.GlCode == result.EventCode && t.Url == result.EventUrl).FirstOrDefault();
}
if (trip == null)
{
if (result.EventCode == null)
{
warnings += "Event Code is missing on the Service Reef Trip for ServiceReef transaction Id: " + result.TransactionId + Environment.NewLine;
processed++;
continue;
}
// Create the trip subaccount
FinancialAccount tripFA = new FinancialAccount();
tripFA.Name = result.EventName;
// Name is limited to 50
if (tripFA.Name.Length > 50)
{
tripFA.Name = tripFA.Name.Substring(0, 50);
}
tripFA.Description = "Service Reef Event. Name: " + result.EventName + " ID: " + result.EventId;
tripFA.GlCode = result.EventCode;
tripFA.Url = result.EventUrl;
tripFA.PublicName = result.EventName;
// Public Name is limited to 50
if (tripFA.PublicName.Length > 50)
{
tripFA.PublicName = tripFA.PublicName.Substring(0, 50);
}
tripFA.IsTaxDeductible = true;
tripFA.IsPublic = false;
tripFA.ParentAccountId = specialFund.Id;
tripFA.Order = specialFund.Order + 1;
tripFA.AccountTypeValueId = serviceReefAccountType.Id;
// Figure out what order it should be;
foreach (FinancialAccount tmpTrip in trips)
{
if (tmpTrip.Name.CompareTo(tripFA.Name) < 0)
{
tripFA.Order++;
}
}
financialAccountService.Add(tripFA);
// Now save the trip
dbContext.SaveChanges();
// Increment all the rest of the Orders
financialAccountService.Queryable().Where(fa => fa.Order >= tripFA.Order && fa.Id != tripFA.Id).ToList().ForEach(c => c.Order++);
dbContext.SaveChanges();
trips = financialAccountService.Queryable().Where(fa => fa.ParentAccountId == specialFund.Id).OrderBy(fa => fa.Order).ToList();
trip = tripFA;
}
FinancialTransaction tran = financialTransactionService.Queryable().Where(tx => tx.TransactionCode == result.PaymentProcessorTransactionId).FirstOrDefault();
// We haven't processed this before so get busy!
if (tran == null)
{
tran = new FinancialTransaction();
tran.FinancialPaymentDetail = new FinancialPaymentDetail();
if (result.Type == "CreditCard")
{
tran.FinancialPaymentDetail.CurrencyTypeValueId = tenderType.DefinedValues.Where(t => t.Value == "Credit Card").FirstOrDefault().Id;
}
else
{
tran.TransactionTypeValueId = tenderType.DefinedValues.Where(t => t.Value == "Credit Card").FirstOrDefault().Id;
}
Person person = null;
// Find the person this transaction belongs to
// 1. First start by determining whether this was a person
// paying their application fee or contributing to themselves
// because then we can just use their member info
if (result.UserId > 0 &&
result.DonatedToUserId == result.UserId &&
result.DonatedToFirstName == result.FirstName &&
result.DonatedToLastName == result.LastName)
{
var memberRequest = new RestRequest("v1/members/{userId}", Method.GET);
memberRequest.AddUrlSegment("userId", result.UserId.ToString());
var memberResult = client.Execute <Contracts.Member>(memberRequest);
if (memberResult.Data != null && memberResult.Data.ArenaId > 0)
{
try
{
Person personMatch = personAliasService.Queryable().Where(pa => pa.AliasPersonId == memberResult.Data.ArenaId).Select(pa => pa.Person).FirstOrDefault();
if (personMatch == null)
{
throw new Exception("Person not found: " + memberResult.Data.ArenaId);
}
person = personMatch;
} catch (Exception e)
{
warnings += "Loading the person failed transaction id " + result.TransactionId + " for " + result.FirstName + " " + result.LastName + " with the following error: " + e.Message + Environment.NewLine;
processed++;
continue;
}
}
}
// 2. If we didn't get a person match via their Alias Id
// then just use the standard person match logic
if (person == null)
{
String street1 = null;
String postalCode = null;
if (result.Address != null)
{
street1 = result.Address.Address1;
postalCode = result.Address.Zip;
}
List <Person> matches = personService.GetByMatch(result.FirstName.Trim(), result.LastName.Trim(), null, result.Email, null, street1, postalCode).ToList();
if (matches.Count > 1)
{
// Find the oldest member record in the list
person = matches.Where(p => p.ConnectionStatusValue.Value == "Member").OrderBy(p => p.Id).FirstOrDefault();
if (person == null)
{
// Find the oldest attendee record in the list
person = matches.Where(p => p.ConnectionStatusValue.Value == "Attendee").OrderBy(p => p.Id).FirstOrDefault();
if (person == null)
{
person = matches.OrderBy(p => p.Id).First();
}
}
}
else if (matches.Count == 1)
{
person = matches.First();
}
else
{
// Create the person
person = new Person();
person.FirstName = result.FirstName.Trim();
person.LastName = result.LastName.Trim();
if (result.Email.IsValidEmail())
{
person.Email = result.Email.Trim();
}
person.RecordTypeValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON.AsGuid()).Id;
person.ConnectionStatusValueId = connectionStatus.Id;
person.RecordStatusValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE.AsGuid()).Id;
Group family = PersonService.SaveNewPerson(person, dbContext);
GroupLocation location = new GroupLocation();
location.GroupLocationTypeValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME).Id;
location.Location = new Location()
{
Street1 = result.Address.Address1,
Street2 = result.Address.Address2,
City = result.Address.City,
State = result.Address.State,
PostalCode = result.Address.Zip,
Country = result.Address.Country
};
family.CampusId = CampusCache.All().FirstOrDefault().Id;
family.GroupLocations.Add(location);
dbContext.SaveChanges();
}
}
// Get details about the transaction from our PayPal report table
Transaction tx = transactionService.Get(result.PaymentProcessorTransactionId);
if (tx != null)
{
if (tx.TenderType.Contains("ACH"))
{
result.Type = "ACH";
result.Method = null;
}
else
{
result.Type = "Credit Card";
result.Method = tx.TenderType;
}
}
else
{
// Defaults
result.Type = "Credit Card";
result.Method = "Visa";
warnings += "Unable to find transaction in _org_secc_PaypalReporting_Transaction table: " + result.TransactionId + Environment.NewLine;
}
// If we don't have a batch, create one
if (batch == null)
{
batch = new FinancialBatch();
batch.BatchStartDateTime = result.Date;
batch.BatchEndDateTime = DateTime.Now;
batch.Name = "Service Reef Payments";
batch.Status = BatchStatus.Open;
financialBatchService.Add(batch);
dbContext.SaveChanges();
}
// Complete the FinancialTransaction
tran.AuthorizedPersonAliasId = person.PrimaryAliasId;
tran.BatchId = batch.Id;
tran.Summary = "F" + specialFund.Id + ":$" + result.Amount.ToString();
tran.TransactionDateTime = result.Date;
tran.FinancialGatewayId = gateway.Id;
FinancialTransactionDetail financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.AccountId = trip.Id;
financialTransactionDetail.Amount = result.Amount.ToString().AsDecimal();
tran.TransactionDetails.Add(financialTransactionDetail);
tran.TransactionTypeValueId = contribution.Id;
tran.FinancialPaymentDetail = new FinancialPaymentDetail();
tran.FinancialPaymentDetail.CurrencyTypeValueId = tenderType.DefinedValues.Where(type => type.Value.ToLower() == result.Type.ToLower()).FirstOrDefault().Id;
if (result.Method != null)
{
tran.FinancialPaymentDetail.CreditCardTypeValueId = creditCards.DefinedValues.Where(card => card.Value.ToLower() == result.Method.ToLower()).FirstOrDefault().Id;
}
tran.TransactionCode = result.PaymentProcessorTransactionId;
tran.SourceTypeValueId = transactionSource.Id;
financialTransactionService.Add(tran);
dbContext.SaveChanges();
totalAmount += result.Amount;
}
}
processed++;
}
}
else
{
total = 0;
}
// Update the page number for the next request
var pageParam = request.Parameters.Where(p => p.Name == "page").FirstOrDefault();
pageParam.Value = (int)pageParam.Value + 1;
}
}
catch (Exception ex)
{
throw new Exception("ServiceReef Job Failed", ex);
} finally
{
if (batch != null && totalAmount > 0)
{
batch.ControlAmount = (Decimal)totalAmount;
}
dbContext.SaveChanges();
}
if (warnings.Length > 0)
{
throw new Exception(warnings);
}
context.Result = "Successfully imported " + processed + " transactions.";
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
var changes = new List <string>();
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
changes.Add("Created the batch");
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
History.EvaluateChange(changes, "Batch Name", batch.Name, tbName.Text);
batch.Name = tbName.Text;
BatchStatus batchStatus = (BatchStatus)ddlStatus.SelectedIndex;
History.EvaluateChange(changes, "Status", batch.Status, batchStatus);
batch.Status = batchStatus;
CampusCache oldCampus = null;
if (batch.CampusId.HasValue)
{
oldCampus = CampusCache.Read(batch.CampusId.Value);
}
CampusCache newCampus = null;
if (campCampus.SelectedCampusId.HasValue)
{
newCampus = CampusCache.Read(campCampus.SelectedCampusId.Value);
}
History.EvaluateChange(changes, "Campus", oldCampus != null ? oldCampus.Name : "None", newCampus != null ? newCampus.Name : "None");
batch.CampusId = campCampus.SelectedCampusId;
DateTime?startDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
History.EvaluateChange(changes, "Start Date/Time", batch.BatchStartDateTime, startDateTime);
batch.BatchStartDateTime = startDateTime;
DateTime?endDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
endDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
endDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
History.EvaluateChange(changes, "End Date/Time", batch.BatchEndDateTime, endDateTime);
batch.BatchEndDateTime = endDateTime;
decimal controlAmount = tbControlAmount.Text.AsDecimal();
History.EvaluateChange(changes, "Control Amount", batch.ControlAmount.FormatAsCurrency(), controlAmount.FormatAsCurrency());
batch.ControlAmount = controlAmount;
History.EvaluateChange(changes, "Accounting System Code", batch.AccountingSystemCode, tbAccountingCode.Text);
batch.AccountingSystemCode = tbAccountingCode.Text;
History.EvaluateChange(changes, "Notes", batch.Note, tbNote.Text);
batch.Note = tbNote.Text;
cvBatch.IsValid = batch.IsValid;
if (!Page.IsValid || !batch.IsValid)
{
cvBatch.ErrorMessage = batch.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
rockContext.WrapTransaction(() =>
{
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
}
}
});
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
}
}
}
