/// <summary>
/// Binds the transaction details.
/// </summary>
private void BindAccounts()
{
var accounts = TransactionDetailsState.ToList();
gAccountsEdit.DataSource = accounts;
gAccountsEdit.DataBind();
}
/// <summary>
/// Shows the account dialog.
/// </summary>
/// <param name="guid">The unique identifier.</param>
private void ShowAccountDialog(Guid guid)
{
hfAccountGuid.Value = guid.ToString();
var txnDetail = TransactionDetailsState.Where(d => d.Guid.Equals(guid)).FirstOrDefault();
if (txnDetail != null)
{
apAccount.SetValue(txnDetail.AccountId);
tbAccountAmount.Text = txnDetail.Amount.ToString("N2");
tbAccountSummary.Text = txnDetail.Summary;
if (txnDetail.Attributes == null)
{
txnDetail.LoadAttributes();
}
}
else
{
apAccount.SetValue(null);
tbAccountAmount.Text = string.Empty;
tbAccountSummary.Text = string.Empty;
txnDetail = new FinancialScheduledTransactionDetail();
txnDetail.LoadAttributes();
}
phAccountAttributeEdits.Controls.Clear();
Helper.AddEditControls(txnDetail, phAccountAttributeEdits, true, mdAccount.ValidationGroup);
ShowDialog("ACCOUNT");
}
/// <summary>
/// Handles the SaveClick event of the mdAccount 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 mdAccount_SaveClick(object sender, EventArgs e)
{
Guid?guid = hfAccountGuid.Value.AsGuidOrNull();
if (guid.HasValue)
{
var txnDetail = TransactionDetailsState.Where(t => t.Guid.Equals(guid.Value)).FirstOrDefault();
if (txnDetail == null)
{
txnDetail = new FinancialScheduledTransactionDetail();
TransactionDetailsState.Add(txnDetail);
}
txnDetail.AccountId = apAccount.SelectedValue.AsInteger();
txnDetail.Amount = tbAccountAmount.Text.AsDecimal();
txnDetail.Summary = tbAccountSummary.Text;
txnDetail.LoadAttributes();
Rock.Attribute.Helper.GetEditValues(phAccountAttributeEdits, txnDetail);
foreach (var attributeValue in txnDetail.AttributeValues)
{
txnDetail.SetAttributeValue(attributeValue.Key, attributeValue.Value.Value);
}
BindAccounts();
}
HideDialog();
}
/// <summary>
/// Handles the SaveClick event of the mdAccount 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 mdAccount_SaveClick(object sender, EventArgs e)
{
Guid?guid = hfAccountGuid.Value.AsGuidOrNull();
if (guid.HasValue)
{
var financialTransactionDetail = TransactionDetailsState.Where(t => t.Guid.Equals(guid.Value)).FirstOrDefault();
if (financialTransactionDetail == null)
{
financialTransactionDetail = new FinancialScheduledTransactionDetail();
TransactionDetailsState.Add(financialTransactionDetail);
}
financialTransactionDetail.AccountId = apAccount.SelectedValue.AsInteger();
var feeCoverageAmount = tbAccountFeeCoverageAmount.Value;
financialTransactionDetail.Amount = (tbAccountAmountMinusFeeCoverageAmount.Value ?? 0.0M) + (feeCoverageAmount ?? 0.00M);
financialTransactionDetail.FeeCoverageAmount = feeCoverageAmount;
financialTransactionDetail.Summary = tbAccountSummary.Text;
financialTransactionDetail.LoadAttributes();
Rock.Attribute.Helper.GetEditValues(phAccountAttributeEdits, financialTransactionDetail);
foreach (var attributeValue in financialTransactionDetail.AttributeValues)
{
financialTransactionDetail.SetAttributeValue(attributeValue.Key, attributeValue.Value.Value);
}
BindAccounts();
}
HideDialog();
}
/// <summary>
/// Shows the edit details.
/// </summary>
/// <param name="txn">The TXN.</param>
private void ShowEditDetails(FinancialTransaction txn, RockContext rockContext)
{
this.Page.ClientScript.RegisterStartupScript(
this.GetType(),
"StartupScript", @"Sys.Application.add_load(function () {
// if the person picker is empty then open it for quick entry
var personPicker = $('.js-authorizedperson');
var currentPerson = personPicker.find('.picker-selectedperson').html();
if (currentPerson != null && currentPerson.length == 0) {
$(personPicker).find('a.picker-label').trigger('click');
}
});", true);
if (txn != null)
{
BindDropdowns(rockContext);
hfTransactionId.Value = txn.Id.ToString();
SetHeadingInfo(txn);
SetEditMode(true);
if (txn.AuthorizedPersonAlias != null)
{
ppAuthorizedPerson.SetValue(txn.AuthorizedPersonAlias.Person);
}
else
{
ppAuthorizedPerson.SetValue(null);
}
dtTransactionDateTime.SelectedDateTime = txn.TransactionDateTime;
ddlTransactionType.SetValue(txn.TransactionTypeValueId);
ddlSourceType.SetValue(txn.SourceTypeValueId);
cpPaymentGateway.SetValue(txn.GatewayEntityType != null ? txn.GatewayEntityType.Guid.ToString().ToUpper() : string.Empty);
tbTransactionCode.Text = txn.TransactionCode;
ddlCurrencyType.SetValue(txn.CurrencyTypeValueId);
ddlCreditCardType.SetValue(txn.CreditCardTypeValueId);
SetCreditCardVisibility();
TransactionDetailsState = txn.TransactionDetails.ToList();
TransactionImagesState = txn.Images.OrderBy(i => i.Order).Select(i => i.BinaryFileId).ToList();
if (TransactionDetailsState.Count() == 1)
{
UseSimpleAccountMode = true;
}
else
{
UseSimpleAccountMode = false;
}
BindAccounts();
tbSummary.Text = txn.Summary;
BindImages();
}
}
/// <summary>
/// Handles the Click event of the lbShowMore 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 lbShowMore_Click(object sender, EventArgs e)
{
if (TransactionDetailsState.Count() == 1)
{
TransactionDetailsState.First().Amount = tbSingleAccountAmount.Text.AsDecimal();
UseSimpleAccountMode = false;
BindAccounts();
}
}
/// <summary>
/// Handles the DeleteClick event of the gAccountsEdit control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gAccountsEdit_DeleteClick(object sender, RowEventArgs e)
{
Guid?guid = e.RowKeyValue.ToString().AsGuidOrNull();
if (guid.HasValue)
{
var txnDetail = TransactionDetailsState.Where(t => t.Guid.Equals(guid.Value)).FirstOrDefault();
if (txnDetail != null)
{
TransactionDetailsState.Remove(txnDetail);
}
BindAccounts();
}
}
/// <summary>
/// Handles the SaveClick event of the mdAccount 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 mdAccount_SaveClick(object sender, EventArgs e)
{
Guid?guid = hfAccountGuid.Value.AsGuidOrNull();
if (guid.HasValue)
{
var txnDetail = TransactionDetailsState.Where(t => t.Guid.Equals(guid.Value)).FirstOrDefault();
if (txnDetail == null)
{
txnDetail = new FinancialTransactionDetail();
TransactionDetailsState.Add(txnDetail);
}
txnDetail.AccountId = ddlAccount.SelectedValue.AsInteger();
txnDetail.Amount = tbAccountAmount.Text.AsDecimal();
txnDetail.Summary = tbAccountSummary.Text;
BindAccounts();
}
HideDialog();
}
/// <summary>
/// Binds the transaction details.
/// </summary>
private void BindAccounts()
{
if (UseSimpleAccountMode && TransactionDetailsState.Count() == 1)
{
var txnDetail = TransactionDetailsState.First();
tbSingleAccountAmount.Label = AccountName(txnDetail.AccountId);
tbSingleAccountAmount.Text = txnDetail.Amount.ToString("N2");
}
else
{
var accounts = TransactionDetailsState.ToList();
accounts.Add(new FinancialTransactionDetail
{
AccountId = int.MinValue,
Amount = TransactionDetailsState.Sum(d => (decimal?)d.Amount) ?? 0.0M
});
gAccountsEdit.DataSource = accounts;
gAccountsEdit.DataBind();
}
}
/// <summary>
/// Shows the account dialog.
/// </summary>
/// <param name="guid">The unique identifier.</param>
private void ShowAccountDialog(Guid guid)
{
hfAccountGuid.Value = guid.ToString();
var txnDetail = TransactionDetailsState.Where(d => d.Guid.Equals(guid)).FirstOrDefault();
if (txnDetail != null)
{
ddlAccount.SetValue(txnDetail.AccountId);
tbAccountAmount.Text = txnDetail.Amount.ToString("N2");
tbAccountSummary.Text = txnDetail.Summary;
}
else
{
ddlAccount.SelectedIndex = -1;
tbAccountSummary.Text = string.Empty;
tbAccountSummary.Text = string.Empty;
}
ShowDialog("ACCOUNT");
_focusControl = tbAccountAmount;
}
protected void lbSaveAccounts_Click(object sender, EventArgs e)
{
using (var rockContext = new RockContext())
{
var txn = GetTransaction(rockContext);
{
decimal totalAmount = TransactionDetailsState.Select(d => d.Amount).ToList().Sum();
if (txn.TotalAmount != totalAmount)
{
nbError.Title = "Incorrect Amount";
nbError.Text = string.Format("<p>When updating account allocations, the total amount needs to remain the same as the original amount ({0}).</p>", txn.TotalAmount.FormatAsCurrency());
nbError.Visible = true;
return;
}
var txnDetailService = new FinancialScheduledTransactionDetailService(rockContext);
var accountService = new FinancialAccountService(rockContext);
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where(a => a.ScheduledTransactionId.Equals(txn.Id)).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select(d => d.Guid).Contains(txnDetail.Guid)
select txnDetail;
bool accountChanges = deletedDetails.Any();
deletedDetails.ToList().ForEach(txnDetail =>
{
txnDetailService.Delete(txnDetail);
});
var changeSummary = new StringBuilder();
// Save Transaction Details
foreach (var editorTxnDetail in TransactionDetailsState)
{
editorTxnDetail.Account = accountService.Get(editorTxnDetail.AccountId);
// Add or Update the activity type
var txnDetail = txn.ScheduledTransactionDetails.FirstOrDefault(d => d.Guid.Equals(editorTxnDetail.Guid));
if (txnDetail == null)
{
accountChanges = true;
txnDetail = new FinancialScheduledTransactionDetail();
txnDetail.Guid = editorTxnDetail.Guid;
txn.ScheduledTransactionDetails.Add(txnDetail);
}
else
{
if (txnDetail.AccountId != editorTxnDetail.AccountId ||
txnDetail.Amount != editorTxnDetail.Amount ||
txnDetail.Summary != editorTxnDetail.Summary)
{
accountChanges = true;
}
}
changeSummary.AppendFormat("{0}: {1}", editorTxnDetail.Account != null ? editorTxnDetail.Account.Name : "?", editorTxnDetail.Amount.FormatAsCurrency());
changeSummary.AppendLine();
txnDetail.AccountId = editorTxnDetail.AccountId;
txnDetail.Amount = editorTxnDetail.Amount;
txnDetail.Summary = editorTxnDetail.Summary;
}
if (accountChanges)
{
// save changes
rockContext.SaveChanges();
// Add a note about the change
var noteType = NoteTypeCache.Read(Rock.SystemGuid.NoteType.SCHEDULED_TRANSACTION_NOTE.AsGuid());
if (noteType != null)
{
var noteService = new NoteService(rockContext);
var note = new Note();
note.NoteTypeId = noteType.Id;
note.EntityId = txn.Id;
note.Caption = "Updated Transaction";
note.Text = changeSummary.ToString();
noteService.Add(note);
}
rockContext.SaveChanges();
}
ShowView(txn);
}
}
}
/// <summary>
/// Handles the Click event of the btnSaveAccounts 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 btnSaveAccounts_Click(object sender, EventArgs e)
{
using (var rockContext = new RockContext())
{
var financialScheduledTransaction = GetTransaction(rockContext);
decimal totalAmount = TransactionDetailsState.Select(d => d.Amount).ToList().Sum();
if (financialScheduledTransaction.TotalAmount != totalAmount)
{
nbError.Title = "Incorrect Amount";
nbError.Text = string.Format("<p>When updating account allocations, the total amount needs to remain the same as the original amount ({0}).</p>", financialScheduledTransaction.TotalAmount.FormatAsCurrency());
nbError.Visible = true;
return;
}
var txnDetailService = new FinancialScheduledTransactionDetailService(rockContext);
var accountService = new FinancialAccountService(rockContext);
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where(a => a.ScheduledTransactionId.Equals(financialScheduledTransaction.Id)).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select(d => d.Guid).Contains(txnDetail.Guid)
select txnDetail;
bool accountChanges = deletedDetails.Any();
deletedDetails.ToList().ForEach(txnDetail =>
{
txnDetailService.Delete(txnDetail);
});
// Save Transaction Details
foreach (var editorTxnDetail in TransactionDetailsState)
{
editorTxnDetail.Account = accountService.Get(editorTxnDetail.AccountId);
// Add or Update the activity type
var financialTransactionDetail = financialScheduledTransaction.ScheduledTransactionDetails.FirstOrDefault(d => d.Guid.Equals(editorTxnDetail.Guid));
if (financialTransactionDetail == null)
{
accountChanges = true;
financialTransactionDetail = new FinancialScheduledTransactionDetail();
financialTransactionDetail.Guid = editorTxnDetail.Guid;
financialScheduledTransaction.ScheduledTransactionDetails.Add(financialTransactionDetail);
}
else
{
if (financialTransactionDetail.AccountId != editorTxnDetail.AccountId ||
financialTransactionDetail.Amount != editorTxnDetail.Amount ||
financialTransactionDetail.Summary != editorTxnDetail.Summary)
{
accountChanges = true;
}
}
financialTransactionDetail.AccountId = editorTxnDetail.AccountId;
financialTransactionDetail.Amount = editorTxnDetail.Amount;
financialTransactionDetail.Summary = editorTxnDetail.Summary;
}
if (accountChanges)
{
// save changes
rockContext.SaveChanges();
}
ShowView(financialScheduledTransaction);
}
}
/// <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 txnService = new FinancialTransactionService(rockContext);
var txnDetailService = new FinancialTransactionDetailService(rockContext);
var txnImageService = new FinancialTransactionImageService(rockContext);
var binaryFileService = new BinaryFileService(rockContext);
FinancialTransaction txn = null;
int?txnId = hfTransactionId.Value.AsIntegerOrNull();
int?batchId = hfBatchId.Value.AsIntegerOrNull();
if (txnId.HasValue)
{
txn = txnService.Get(txnId.Value);
}
if (txn == null)
{
txn = new FinancialTransaction();
txnService.Add(txn);
txn.BatchId = batchId;
}
if (txn != null)
{
if (ppAuthorizedPerson.PersonId.HasValue)
{
txn.AuthorizedPersonAliasId = ppAuthorizedPerson.PersonAliasId;
}
txn.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
txn.TransactionTypeValueId = ddlTransactionType.SelectedValue.AsInteger();
txn.SourceTypeValueId = ddlSourceType.SelectedValueAsInt();
Guid?gatewayGuid = cpPaymentGateway.SelectedValueAsGuid();
if (gatewayGuid.HasValue)
{
var gatewayEntity = EntityTypeCache.Read(gatewayGuid.Value);
if (gatewayEntity != null)
{
txn.GatewayEntityTypeId = gatewayEntity.Id;
}
else
{
txn.GatewayEntityTypeId = null;
}
}
else
{
txn.GatewayEntityTypeId = null;
}
txn.TransactionCode = tbTransactionCode.Text;
txn.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
txn.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();
txn.Summary = tbSummary.Text;
if (!Page.IsValid || !txn.IsValid)
{
return;
}
foreach (var txnDetail in TransactionDetailsState)
{
if (!txnDetail.IsValid)
{
return;
}
}
rockContext.WrapTransaction(() =>
{
// Save the transaction
rockContext.SaveChanges();
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where(a => a.TransactionId.Equals(txn.Id)).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select(d => d.Guid).Contains(txnDetail.Guid)
select txnDetail;
deletedDetails.ToList().ForEach(txnDetail =>
{
txnDetailService.Delete(txnDetail);
});
rockContext.SaveChanges();
// Save Transaction Details
foreach (var editorTxnDetail in TransactionDetailsState)
{
// Add or Update the activity type
var txnDetail = txn.TransactionDetails.FirstOrDefault(d => d.Guid.Equals(editorTxnDetail.Guid));
if (txnDetail == null)
{
txnDetail = new FinancialTransactionDetail();
txnDetail.Guid = editorTxnDetail.Guid;
txn.TransactionDetails.Add(txnDetail);
}
txnDetail.AccountId = editorTxnDetail.AccountId;
txnDetail.Amount = UseSimpleAccountMode ? tbSingleAccountAmount.Text.AsDecimal() : editorTxnDetail.Amount;
txnDetail.Summary = editorTxnDetail.Summary;
}
rockContext.SaveChanges();
// Delete any transaction images that were removed
var orphanedBinaryFileIds = new List <int>();
var txnImagesInDB = txnImageService.Queryable().Where(a => a.TransactionId.Equals(txn.Id)).ToList();
foreach (var txnImage in txnImagesInDB.Where(i => !TransactionImagesState.Contains(i.BinaryFileId)))
{
orphanedBinaryFileIds.Add(txnImage.BinaryFileId);
txnImageService.Delete(txnImage);
}
// Save Transaction Images
int imageOrder = 0;
foreach (var binaryFileId in TransactionImagesState)
{
// Add or Update the activity type
var txnImage = txnImagesInDB.FirstOrDefault(i => i.BinaryFileId == binaryFileId);
if (txnImage == null)
{
txnImage = new FinancialTransactionImage();
txnImage.TransactionId = txn.Id;
txn.Images.Add(txnImage);
}
txnImage.BinaryFileId = binaryFileId;
txnImage.Order = imageOrder;
imageOrder++;
}
rockContext.SaveChanges();
// Make sure updated binary files are not temporary
foreach (var binaryFile in binaryFileService.Queryable().Where(f => TransactionImagesState.Contains(f.Id)))
{
binaryFile.IsTemporary = false;
}
// Delete any orphaned images
foreach (var binaryFile in binaryFileService.Queryable().Where(f => orphanedBinaryFileIds.Contains(f.Id)))
{
binaryFileService.Delete(binaryFile);
}
rockContext.SaveChanges();
});
// Save selected options to session state in order to prefill values for next added txn
Session["NewTxnDefault_BatchId"] = txn.BatchId;
Session["NewTxnDefault_TransactionDateTime"] = txn.TransactionDateTime;
Session["NewTxnDefault_TransactionType"] = txn.TransactionTypeValueId;
Session["NewTxnDefault_SourceType"] = txn.SourceTypeValueId;
Session["NewTxnDefault_CurrencyType"] = txn.CurrencyTypeValueId;
Session["NewTxnDefault_CreditCardType"] = txn.CreditCardTypeValueId;
if (TransactionDetailsState.Count() == 1)
{
Session["NewTxnDefault_Account"] = TransactionDetailsState.First().AccountId;
}
else
{
Session.Remove("NewTxnDefault_Account");
}
// Requery the batch to support EF navigation properties
var savedTxn = GetTransaction(txn.Id);
ShowReadOnlyDetails(savedTxn);
}
}
