/// <summary>
/// Adds the edit report settings.
/// </summary>
/// <param name="selectedSettings">The selected settings.</param>
private void AddEditReportSettings(FinancialStatementReportConfiguration selectedSettings)
{
ReportConfigurationModalWindow reportSettingsModalWindow = new ReportConfigurationModalWindow(selectedSettings);
reportSettingsModalWindow.Owner = Window.GetWindow(this);
var showDialogResult = reportSettingsModalWindow.ShowDialog();
if (showDialogResult == true)
{
FinancialStatementReportConfiguration updatedSettings = reportSettingsModalWindow.GetFinancialStatementReportConfiguration();
ReportOptions.Current.ReportConfigurationList = ReportOptions.Current.ReportConfigurationList ?? new List <FinancialStatementReportConfiguration>();
var settingsToUpdate = ReportOptions.Current.ReportConfigurationList.FirstOrDefault(a => a.Guid == updatedSettings.Guid);
if (settingsToUpdate != null)
{
// replace the settings with the new ones
ReportOptions.Current.ReportConfigurationList.Remove(settingsToUpdate);
}
ReportOptions.Current.ReportConfigurationList.Add(updatedSettings);
var rockConfig = RockConfig.Load();
rockConfig.ReportConfigurationListJson = ReportOptions.Current.ReportConfigurationList.ToJson();
rockConfig.Save();
BindGrid();
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockConfig = RockConfig.Load();
List <FinancialStatementReportConfiguration> reportConfigurationList = null;
try
{
if (rockConfig.ReportConfigurationListJson.IsNotNullOrWhiteSpace())
{
reportConfigurationList = rockConfig.ReportConfigurationListJson.FromJsonOrNull <List <FinancialStatementReportConfiguration> >();
}
}
catch
{
// ignore
}
if (reportConfigurationList == null)
{
// if this is the first time the generator has run, create a default.
// If they delete this default, that is OK. See https://app.asana.com/0/0/1200266899611805/f
reportConfigurationList = new List <FinancialStatementReportConfiguration>();
var defaultConfiguration = new FinancialStatementReportConfiguration
{
DestinationFolder = Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.Desktop), "Statements"),
ExcludeOptedOutIndividuals = true,
FilenamePrefix = "statement-",
IncludeInternationalAddresses = false,
MaxStatementsPerChapter = 500,
MinimumContributionAmount = 1.00M,
PreventSplittingPrimarySortValuesAcrossChapters = true,
PrimarySortOrder = Client.Enums.FinancialStatementOrderBy.PostalCode,
SecondarySortOrder = Client.Enums.FinancialStatementOrderBy.LastName,
SplitFilesOnPrimarySortValue = true,
CreatedDateTime = DateTime.Now,
Guid = Guid.NewGuid()
};
reportConfigurationList.Add(defaultConfiguration);
rockConfig.ReportConfigurationListJson = reportConfigurationList.ToJson();
rockConfig.Save();
}
ReportOptions.Current.ReportConfigurationList = reportConfigurationList;
grdReportSettings.DataContext = reportConfigurationList.OrderBy(a => a.CreatedDateTime);
}
/// <summary>
/// Copies the base properties from a source FinancialStatementReportConfiguration object
/// </summary>
/// <param name="source">The source.</param>
public void CopyPropertiesFrom(FinancialStatementReportConfiguration source)
{
this.DestinationFolder = source.DestinationFolder;
this.ExcludeOptedOutIndividuals = source.ExcludeOptedOutIndividuals;
this.ExcludeRecipientsThatHaveAnIncompleteAddress = source.ExcludeRecipientsThatHaveAnIncompleteAddress;
this.FilenamePrefix = source.FilenamePrefix;
this.IncludeInternationalAddresses = source.IncludeInternationalAddresses;
this.MaxStatementsPerChapter = source.MaxStatementsPerChapter;
this.MinimumContributionAmount = source.MinimumContributionAmount;
this.PreventSplittingPrimarySortValuesAcrossChapters = source.PreventSplittingPrimarySortValuesAcrossChapters;
this.PrimarySortOrder = source.PrimarySortOrder;
this.SecondarySortOrder = source.SecondarySortOrder;
this.SplitFilesOnPrimarySortValue = source.SplitFilesOnPrimarySortValue;
this.CreatedDateTime = source.CreatedDateTime;
this.Guid = source.Guid;
}
/// <summary>
/// Initializes a new instance of the <see cref="ReportConfigurationModalWindow" /> class.
/// </summary>
/// <param name="financialStatementReportConfiguration">The financial statement report configuration.</param>
public ReportConfigurationModalWindow(FinancialStatementReportConfiguration financialStatementReportConfiguration)
{
InitializeComponent();
if (financialStatementReportConfiguration == null)
{
lblActionTitle.Content = "Add Report";
financialStatementReportConfiguration = new FinancialStatementReportConfiguration();
financialStatementReportConfiguration.CreatedDateTime = DateTime.Now;
financialStatementReportConfiguration.Guid = Guid.NewGuid();
}
else
{
lblActionTitle.Content = "Edit Report";
}
cboPrimarySort.Items.Clear();
var orderByOptions = Enum.GetValues(typeof(FinancialStatementOrderBy)).OfType <FinancialStatementOrderBy>();
foreach (var orderByOption in orderByOptions)
{
var primarySortItem = new ComboBoxItem {
Content = orderByOption.ConvertToString(true), Tag = orderByOption
};
primarySortItem.IsSelected = financialStatementReportConfiguration.PrimarySortOrder == orderByOption;
cboPrimarySort.Items.Add(primarySortItem);
var secondarySortItem = new ComboBoxItem {
Content = orderByOption.ConvertToString(true), Tag = orderByOption
};
secondarySortItem.IsSelected = financialStatementReportConfiguration.SecondarySortOrder == orderByOption;
cboSecondarySort.Items.Add(secondarySortItem);
}
tbDestinationFolder.Text = financialStatementReportConfiguration.DestinationFolder;
tbFilenamePrefix.Text = financialStatementReportConfiguration.FilenamePrefix;
cbSplitFilesOnPrimarySortValue.IsChecked = financialStatementReportConfiguration.SplitFilesOnPrimarySortValue;
tbMaxStatementsInChapter.Text = financialStatementReportConfiguration.MaxStatementsPerChapter.ToString();
cbPreventSplittingPrimarySortValuesAcrossChapters.IsChecked = financialStatementReportConfiguration.PreventSplittingPrimarySortValuesAcrossChapters;
tbMinimumContributionAmount.Text = financialStatementReportConfiguration.MinimumContributionAmount.ToString();
cbIncludeInternationalAddresses.IsChecked = financialStatementReportConfiguration.IncludeInternationalAddresses;
cbDoNotIncludeIncompleteAddresses.IsChecked = financialStatementReportConfiguration.ExcludeRecipientsThatHaveAnIncompleteAddress;
cbDoNotIncludeStatementsForThoseWhoHaveOptedOut.IsChecked = financialStatementReportConfiguration.ExcludeOptedOutIndividuals;
FinancialStatementReportConfigurationCreateDateTime = financialStatementReportConfiguration.CreatedDateTime;
FinancialStatementReportConfigurationGuid = financialStatementReportConfiguration.Guid;
}
/// <summary>
/// Gets the financial statement report configuration.
/// </summary>
/// <returns></returns>
public FinancialStatementReportConfiguration GetFinancialStatementReportConfiguration()
{
FinancialStatementReportConfiguration financialStatementReportConfiguration = new FinancialStatementReportConfiguration();
financialStatementReportConfiguration.PrimarySortOrder = ( FinancialStatementOrderBy? )(cboPrimarySort.SelectedValue as ComboBoxItem).Tag ?? FinancialStatementOrderBy.PostalCode;
financialStatementReportConfiguration.SecondarySortOrder = ( FinancialStatementOrderBy? )(cboSecondarySort.SelectedValue as ComboBoxItem).Tag ?? FinancialStatementOrderBy.LastName;
financialStatementReportConfiguration.DestinationFolder = tbDestinationFolder.Text;
financialStatementReportConfiguration.FilenamePrefix = tbFilenamePrefix.Text;
financialStatementReportConfiguration.SplitFilesOnPrimarySortValue = cbSplitFilesOnPrimarySortValue.IsChecked ?? false;
financialStatementReportConfiguration.MaxStatementsPerChapter = tbMaxStatementsInChapter.Text.AsIntegerOrNull();
financialStatementReportConfiguration.PreventSplittingPrimarySortValuesAcrossChapters = cbPreventSplittingPrimarySortValuesAcrossChapters.IsChecked ?? true;
financialStatementReportConfiguration.MinimumContributionAmount = tbMinimumContributionAmount.Text.AsDecimalOrNull();
financialStatementReportConfiguration.IncludeInternationalAddresses = cbIncludeInternationalAddresses.IsChecked ?? true;
financialStatementReportConfiguration.ExcludeOptedOutIndividuals = cbDoNotIncludeStatementsForThoseWhoHaveOptedOut.IsChecked ?? true;
financialStatementReportConfiguration.CreatedDateTime = FinancialStatementReportConfigurationCreateDateTime ?? DateTime.Now;
financialStatementReportConfiguration.Guid = FinancialStatementReportConfigurationGuid;
return(financialStatementReportConfiguration);
}
/// <summary>
/// Initializes a new instance of the <see cref="ReportPaperStatementsSummary"/> class.
/// </summary>
/// <param name="completedRecipients">The completed recipients.</param>
/// <param name="financialStatementReportConfiguration">The financial statement report configuration.</param>
public ReportPaperStatementsSummary(List <FinancialStatementGeneratorRecipient> completedRecipients, FinancialStatementReportConfiguration financialStatementReportConfiguration)
{
PrimarySortName = financialStatementReportConfiguration.PrimarySortOrder.ConvertToString(true);
var includedRecipients = completedRecipients.ToList();
if (financialStatementReportConfiguration.MinimumContributionAmount.HasValue)
{
var excludedRecipients = includedRecipients.Where(a => a.ContributionTotal < financialStatementReportConfiguration.MinimumContributionAmount.Value);
StatementsExcludedMinAmountSummary = $"{excludedRecipients.Count()} | {excludedRecipients.Sum( x => x.ContributionTotal ?? 0.00M ).ToString( "C" ) }";
includedRecipients = includedRecipients.Where(a => a.ContributionTotal >= financialStatementReportConfiguration.MinimumContributionAmount.Value).ToList();
StatementsExcludedMinAmount = financialStatementReportConfiguration.MinimumContributionAmount;
StatementsExcludedMinAmountVisibility = Visibility.Visible;
}
if (financialStatementReportConfiguration.IncludeInternationalAddresses == false)
{
var excludedRecipients = includedRecipients.Where(a => a.IsInternationalAddress != false);
StatementsExcludedInternationalSummary = $"{excludedRecipients.Count()} | {excludedRecipients.Sum( x => x.ContributionTotal ?? 0.00M ).ToString( "C" ) }";
includedRecipients = includedRecipients.Where(a => a.IsInternationalAddress == false).ToList();
StatementsExcludedInternationalVisibility = Visibility.Visible;
}
if (financialStatementReportConfiguration.ExcludeRecipientsThatHaveAnIncompleteAddress)
{
var excludedRecipients = includedRecipients.Where(a => a.HasValidMailingAddress == false);
StatementsExcludedIncompleteAddressSummary = $"{excludedRecipients.Count()} | {excludedRecipients.Sum( x => x.ContributionTotal ?? 0.00M ).ToString( "C" ) }";
includedRecipients = includedRecipients.Where(a => a.HasValidMailingAddress == true).ToList();
StatementsExcludedIncompleteAddressVisibility = Visibility.Visible;
}
if (financialStatementReportConfiguration.ExcludeOptedOutIndividuals)
{
var excludedRecipients = includedRecipients.Where(a => a.OptedOut != false);
StatementExcludedOptedOutSummary = $"{excludedRecipients.Count()} | {excludedRecipients.Sum( x => x.ContributionTotal ?? 0.00M ).ToString( "C" ) }";
StatementsExcludedOptedOutVisibility = Visibility.Visible;
includedRecipients = includedRecipients.Where(a => a.OptedOut == false).ToList();
}
NumberOfStatements = includedRecipients.Count();
TotalAmount = includedRecipients.Sum(a => a.ContributionTotal ?? 0.00M);
}
