/// <summary>
/// Handles the RowDataBound event of the grdFinancialBatch control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="GridViewRowEventArgs"/> instance containing the event data.</param>
protected void rGridBatch_RowDataBound(object sender, GridViewRowEventArgs e)
{
Rock.Model.FinancialBatch batch = e.Row.DataItem as Rock.Model.FinancialBatch;
if (batch != null)
{
Literal lDateRange = e.Row.FindControl("lDateRange") as Literal;
Literal TransactionTotal = e.Row.FindControl("TransactionTotal") as Literal;
if (TransactionTotal != null)
{
var data = batch.Transactions.Where(d => d.Amount > 0);
var totalSum = data.Sum(d => d.Amount);
TransactionTotal.Text = String.Format("{0:C}", totalSum);
Literal Variance = e.Row.FindControl("Variance") as Literal;
if (Variance != null)
{
if (batch.ControlAmount > 0)
{
var variance = Convert.ToDecimal(batch.ControlAmount) - totalSum;
Variance.Text = String.Format("{0:C}", variance);
}
}
}
Literal TransactionCount = e.Row.FindControl("TransactionCount") as Literal;
if (TransactionCount != null)
{
TransactionCount.Text = batch.Transactions.Count.ToString();
}
}
}
/// <summary>
/// Handles the Delete event of the grdFinancialBatch 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 rGridBatch_Delete(object sender, RowEventArgs e)
{
var FinancialBatchService = new Rock.Model.FinancialBatchService();
Rock.Model.FinancialBatch FinancialBatch = FinancialBatchService.Get((int)rGridBatch.DataKeys[e.RowIndex]["id"]);
if (FinancialBatch != null)
{
FinancialBatchService.Delete(FinancialBatch, CurrentPersonId);
FinancialBatchService.Save(FinancialBatch, CurrentPersonId);
}
BindGrid();
}
/// <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 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 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 Rock.Model.FinancialBatchService();
Rock.Model.FinancialBatch financialBatch = null;
int financialBatchId = 0;
if (!string.IsNullOrEmpty(hfIdValue.Value))
{
financialBatchId = Int32.Parse(hfIdValue.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;
financialBatchService.Save(financialBatch, CurrentPersonId);
}
BindGrid();
NavigateToParentPage();
}
/// <summary>
/// Instantiates a new DTO object from the entity
/// </summary>
/// <param name="financialBatch"></param>
public FinancialBatchDto(FinancialBatch financialBatch)
{
CopyFromModel(financialBatch);
}
/// <summary>
/// To the dto.
/// </summary>
/// <param name="value">The value.</param>
/// <returns></returns>
public static FinancialBatchDto ToDto(this FinancialBatch value)
{
return(new FinancialBatchDto(value));
}
/// <summary>
/// Handles the RowDataBound event of the gBatchList control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="GridViewRowEventArgs"/> instance containing the event data.</param>
protected void gBatchList_RowDataBound(object sender, GridViewRowEventArgs e)
{
Rock.Model.FinancialBatch batch = e.Row.DataItem as Rock.Model.FinancialBatch;
if (batch != null)
{
var startDate = Convert.ToDateTime(e.Row.DataItem.GetPropertyValue("BatchStartDateTime")).ToShortDateString();
e.Row.Cells[1].Text = startDate;
Literal transactionTotal = e.Row.FindControl("TransactionTotal") as Literal;
if (transactionTotal != null)
{
var data = batch.Transactions.Where(d => d.TotalAmount > 0);
var totalSum = data.Sum(d => d.TotalAmount);
transactionTotal.Text = string.Format("{0:C}", totalSum);
Label variance = e.Row.FindControl("lblVariance") as Label;
if (variance != null)
{
if (batch.ControlAmount > 0)
{
var varianceAmount = Convert.ToDecimal(batch.ControlAmount) - totalSum;
variance.Text = string.Format("{0:C}", varianceAmount);
if (varianceAmount != 0)
{
variance.AddCssClass("text-danger");
}
}
}
}
Literal transactionCount = e.Row.FindControl("TransactionCount") as Literal;
if (transactionCount != null)
{
transactionCount.Text = batch.Transactions.Count.ToString();
}
var status = e.Row.DataItem.GetPropertyValue("Status").ToString();
if (!string.IsNullOrWhiteSpace(status))
{
switch (status.ToUpper())
{
case "CLOSED":
e.Row.Cells[7].Text = "<span class='label label-success'>Closed</span>";
break;
case "OPEN":
e.Row.Cells[7].Text = "<span class='label label-warning'>Open</span>";
break;
case "PENDING":
e.Row.Cells[7].Text = "<span class='label label-default'>Pending</span>";
break;
}
}
// Get any warnings for this row and display them in the Warnings column
Label warnings = e.Row.FindControl("lblWarnings") as Label;
var warningList = GetWarnings(batch);
if (warningList != null)
{
foreach (var warning in warningList)
{
switch (warning.ToUpper())
{
case "UNTIED":
warnings.Text += "<span class='label label-danger'>Untied Transactions</span>";
break;
}
}
}
}
}
/// <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>
/// Gets the first FinancialBatch matching the specified filter parameters, or creates a new FinancialBatch if one isn't found.
/// </summary>
/// <param name="batchName">Name of the batch.</param>
/// <param name="transactionDate">The transaction date.</param>
/// <param name="batchTimeOffset">The batch time offset.</param>
/// <param name="batches">The batches.</param>
/// <param name="batchWeeklyDayOfWeek">If batching weekly, the day of the week the batch should begin</param>
/// <returns></returns>
public FinancialBatch GetByNameAndDate(string batchName, DateTime transactionDate, TimeSpan batchTimeOffset, DayOfWeek?batchWeeklyDayOfWeek, List <FinancialBatch> batches = null)
{
FinancialBatch batch = null;
// If a list of batches was passed, search those first
if (batches != null)
{
batch = batches
.Where(b =>
b.Status == BatchStatus.Open &&
b.BatchStartDateTime <= transactionDate &&
b.BatchEndDateTime > transactionDate &&
b.Name == batchName)
.OrderByDescending(b => b.BatchStartDateTime)
.FirstOrDefault();
if (batch != null)
{
return(batch);
}
}
// If batch was not found in existing list, search database
batch = Queryable()
.Where(b =>
b.Status == BatchStatus.Open &&
b.BatchStartDateTime <= transactionDate &&
b.BatchEndDateTime > transactionDate &&
b.Name == batchName)
.OrderByDescending(b => b.BatchStartDateTime)
.FirstOrDefault();
// If still no batch, create a new one
if (batch == null)
{
batch = new FinancialBatch();
batch.Guid = Guid.NewGuid();
batch.Name = batchName;
batch.Status = BatchStatus.Open;
var isWeekly = batchWeeklyDayOfWeek.HasValue;
var batchStartDateTime = transactionDate.Date.Add(batchTimeOffset);
if (isWeekly)
{
var dayOfWeekDifference = batchWeeklyDayOfWeek.Value - batchStartDateTime.DayOfWeek;
batchStartDateTime = batchStartDateTime.AddDays(dayOfWeekDifference);
if (batchStartDateTime > transactionDate)
{
batchStartDateTime = batchStartDateTime.AddDays(-7);
}
batch.BatchEndDateTime = batchStartDateTime.AddDays(7);
}
else
{
if (batchStartDateTime > transactionDate)
{
batchStartDateTime = batchStartDateTime.AddDays(-1);
}
batch.BatchEndDateTime = batchStartDateTime.AddDays(1);
}
batch.BatchStartDateTime = batchStartDateTime;
batch.ControlAmount = 0;
Add(batch);
}
// Add the batch to the list
if (batches != null)
{
batches.Add(batch);
}
return(batch);
}
/// <summary>
/// Gets the specified name prefix.
/// </summary>
/// <param name="namePrefix">The name prefix.</param>
/// <param name="currencyType">Type of the currency.</param>
/// <param name="creditCardType">Type of the credit card.</param>
/// <param name="transactionDate">The transaction date.</param>
/// <param name="batchTimeOffset">The batch time offset.</param>
/// <param name="batches">The batches.</param>
/// <returns></returns>
public FinancialBatch Get(string namePrefix, DefinedValueCache currencyType, DefinedValueCache creditCardType,
DateTime transactionDate, TimeSpan batchTimeOffset, List <FinancialBatch> batches = null)
{
// Use the credit card type's batch name suffix, or if that doesn't exist, use the currency type value
string ccSuffix = string.Empty;
if (creditCardType != null)
{
ccSuffix = creditCardType.GetAttributeValue("BatchNameSuffix");
if (string.IsNullOrWhiteSpace(ccSuffix))
{
ccSuffix = creditCardType.Value;
}
}
if (string.IsNullOrWhiteSpace(ccSuffix) && currencyType != null)
{
ccSuffix = currencyType.Value;
}
string batchName = namePrefix.Trim() + (string.IsNullOrWhiteSpace(ccSuffix) ? "" : " " + ccSuffix);
FinancialBatch batch = null;
// If a list of batches was passed, search those first
if (batches != null)
{
batch = batches
.Where(b =>
b.Status == BatchStatus.Open &&
b.BatchStartDateTime <= transactionDate &&
b.BatchEndDateTime > transactionDate &&
b.Name == batchName)
.OrderByDescending(b => b.BatchStartDateTime)
.FirstOrDefault();
if (batch != null)
{
return(batch);
}
}
// If batch was not found in existing list, search database
batch = Queryable()
.Where(b =>
b.Status == BatchStatus.Open &&
b.BatchStartDateTime <= transactionDate &&
b.BatchEndDateTime > transactionDate &&
b.Name == batchName)
.OrderByDescending(b => b.BatchStartDateTime)
.FirstOrDefault();
// If still no batch, create a new one
if (batch == null)
{
batch = new FinancialBatch();
batch.Guid = Guid.NewGuid();
batch.Name = batchName;
batch.Status = BatchStatus.Open;
var batchStartDateTime = transactionDate.Date.Add(batchTimeOffset);
if (batchStartDateTime > transactionDate)
{
batchStartDateTime = batchStartDateTime.AddDays(-1);
}
batch.BatchStartDateTime = batchStartDateTime;
batch.BatchEndDateTime = batchStartDateTime.AddDays(1);
batch.ControlAmount = 0;
Add(batch);
}
// Add the batch to the list
if (batches != null)
{
batches.Add(batch);
}
return(batch);
}
