// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
List<Dictionary<string, object>> scheduleSummaries = new List<Dictionary<string, object>>();
// get scheduled transactions for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
FinancialScheduledTransactionService transactionService = new FinancialScheduledTransactionService( rockContext );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => s.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId && s.IsActive == true );
foreach ( FinancialScheduledTransaction schedule in schedules )
{
string errorMsgs = string.Empty;
transactionService.GetStatus( schedule, out errorMsgs );
decimal totalAmount = 0;
Dictionary<string, object> scheduleSummary = new Dictionary<string, object>();
scheduleSummary.Add("Id", schedule.Id);
scheduleSummary.Add("Guid", schedule.Guid);
scheduleSummary.Add("StartDate", schedule.StartDate);
scheduleSummary.Add("EndDate", schedule.EndDate);
scheduleSummary.Add("NextPaymentDate", schedule.NextPaymentDate);
if ( schedule.NextPaymentDate.HasValue )
{
scheduleSummary.Add( "DaysTillNextPayment", (schedule.NextPaymentDate.Value - DateTime.Now).Days );
}
else
{
scheduleSummary.Add( "DaysTillNextPayment", null );
}
DateTime? lastPaymentDate = schedule.Transactions.Max(t => t.TransactionDateTime);
scheduleSummary.Add("LastPaymentDate", lastPaymentDate);
if ( lastPaymentDate.HasValue )
{
scheduleSummary.Add("DaysSinceLastPayment", (DateTime.Now - lastPaymentDate.Value).Days);
}
else
{
scheduleSummary.Add( "DaysSinceLastPayment", null );
}
scheduleSummary.Add("CurrencyType", ( schedule.FinancialPaymentDetail != null && schedule.FinancialPaymentDetail.CurrencyTypeValue != null ) ? schedule.FinancialPaymentDetail.CurrencyTypeValue.Value : "" );
scheduleSummary.Add( "CreditCardType", ( schedule.FinancialPaymentDetail != null && schedule.FinancialPaymentDetail.CreditCardTypeValue != null) ? schedule.FinancialPaymentDetail.CreditCardTypeValue.Value : "" );
scheduleSummary.Add("UrlEncryptedKey", schedule.UrlEncodedKey);
scheduleSummary.Add("Frequency", schedule.TransactionFrequencyValue.Value);
scheduleSummary.Add("FrequencyDescription", schedule.TransactionFrequencyValue.Description);
List<Dictionary<string, object>> summaryDetails = new List<Dictionary<string,object>>();
foreach ( FinancialScheduledTransactionDetail detail in schedule.ScheduledTransactionDetails )
{
Dictionary<string, object> detailSummary = new Dictionary<string,object>();
detailSummary.Add("AccountId", detail.Id);
detailSummary.Add("AccountName", detail.Account.Name);
detailSummary.Add("Amount", detail.Amount);
detailSummary.Add("Summary", detail.Summary);
summaryDetails.Add( detailSummary );
totalAmount += detail.Amount;
}
scheduleSummary.Add("ScheduledAmount", totalAmount);
scheduleSummary.Add( "TransactionDetails", summaryDetails );
scheduleSummaries.Add( scheduleSummary );
}
rockContext.SaveChanges();
}
// added linked pages to mergefields
Dictionary<string, object> linkedPages = new Dictionary<string, object>();
linkedPages.Add( "ManageScheduledTransactionsPage", LinkedPageRoute( "ManageScheduledTransactionsPage" ) );
linkedPages.Add( "TransactionHistoryPage", LinkedPageRoute( "TransactionHistoryPage" ) );
linkedPages.Add( "TransactionEntryPage", LinkedPageRoute( "TransactionEntryPage" ) );
var scheduleValues = new Dictionary<string, object>();
scheduleValues.Add( "ScheduledTransactions", scheduleSummaries.ToList() );
scheduleValues.Add( "LinkedPages", linkedPages );
// TODO: When support for "Person" is not supported anymore (should use "CurrentPerson" instead), remove this line
scheduleValues.Add( "Person", CurrentPerson );
scheduleValues.Add( "CurrentPerson", CurrentPerson );
string content = GetAttributeValue( "Template" ).ResolveMergeFields( scheduleValues );
// show merge fields if needed
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
{
// TODO: When support for "Person" is not supported anymore (should use "CurrentPerson" instead), remove this line
scheduleValues.Remove( "Person" );
content += scheduleValues.lavaDebugInfo();
}
lContent.Text = content;
}
private FinancialScheduledTransaction GetScheduledTransaction(bool refresh = false)
{
Person targetPerson = null;
// If impersonation is allowed, and a valid person key was used, set the target to that person
bool allowImpersonation = false;
if ( bool.TryParse( GetAttributeValue( "Impersonation" ), out allowImpersonation ) && allowImpersonation )
{
string personKey = PageParameter( "Person" );
if ( !string.IsNullOrWhiteSpace( personKey ) )
{
targetPerson = new PersonService().GetByUrlEncodedKey( personKey );
}
}
if ( targetPerson == null )
{
targetPerson = CurrentPerson;
}
// Verify that transaction id is valid for selected person
if ( targetPerson != null )
{
int txnId = int.MinValue;
if ( int.TryParse( PageParameter( "Txn" ), out txnId ) )
{
var service = new FinancialScheduledTransactionService();
var scheduledTransaction = service.Queryable( "ScheduledTransactionDetails,GatewayEntityType" )
.Where( t =>
t.Id == txnId &&
( t.AuthorizedPersonId == targetPerson.Id || t.AuthorizedPerson.GivingGroupId == targetPerson.GivingGroupId ) )
.FirstOrDefault();
if (scheduledTransaction != null)
{
TargetPersonId = scheduledTransaction.AuthorizedPersonId;
ScheduledTransactionId = scheduledTransaction.Id;
if ( refresh )
{
string errorMessages = string.Empty;
service.UpdateStatus( scheduledTransaction, CurrentPersonId, out errorMessages );
}
return scheduledTransaction;
}
}
}
return null;
}
/// <summary>
/// Handles the Click event of the lbCancelSchedule 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 lbCancelSchedule_Click( object sender, EventArgs e )
{
int? txnId = PageParameter( "ScheduledTransactionId" ).AsIntegerOrNull();
if ( txnId.HasValue )
{
using ( var rockContext = new RockContext() )
{
var txnService = new FinancialScheduledTransactionService( rockContext );
var txn = txnService
.Queryable( "AuthorizedPersonAlias.Person,FinancialGateway" )
.FirstOrDefault( t => t.Id == txnId.Value );
if ( txn != null )
{
if ( txn.FinancialGateway != null )
{
txn.FinancialGateway.LoadAttributes( rockContext );
}
string errorMessage = string.Empty;
if ( txnService.Cancel( txn, out errorMessage ) )
{
txnService.GetStatus( txn, out errorMessage );
rockContext.SaveChanges();
}
else
{
ShowErrorMessage( errorMessage );
}
ShowView( txn );
}
}
}
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
// get scheduled contributions for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
FinancialScheduledTransactionService transactionService = new FinancialScheduledTransactionService( rockContext );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => s.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId && s.IsActive == true );
rptScheduledTransactions.DataSource = schedules.ToList();
rptScheduledTransactions.DataBind();
if ( schedules.Count() == 0 )
{
pnlNoScheduledTransactions.Visible = true;
lNoScheduledTransactionsMessage.Text = string.Format("No {0} currently exist.", GetAttributeValue("TransactionLabel").Pluralize().ToLower());
}
}
}
/// <summary>
/// Gets the scheduled transaction.
/// </summary>
/// <returns></returns>
private FinancialScheduledTransaction GetScheduledTransaction()
{
int? txnId = PageParameter( "ScheduledTransactionId" ).AsIntegerOrNull();
if (txnId.HasValue)
{
var rockContext = new RockContext();
var service = new FinancialScheduledTransactionService( rockContext );
return service
.Queryable( "ScheduledTransactionDetails,FinancialGateway,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue" )
.Where( t => t.Id == txnId.Value )
.FirstOrDefault();
}
return null;
}
/// <summary>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
var rockContext = new RockContext();
errorMessage = string.Empty;
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
if ( Gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
var personService = new PersonService( rockContext );
var transactionService = new FinancialScheduledTransactionService( rockContext );
var transactionDetailService = new FinancialScheduledTransactionDetailService( rockContext );
FinancialScheduledTransaction scheduledTransaction = null;
if ( ScheduledTransactionId.HasValue )
{
scheduledTransaction = transactionService
.Queryable( "AuthorizedPersonAlias.Person,FinancialGateway" )
.FirstOrDefault( s => s.Id == ScheduledTransactionId.Value );
}
if ( scheduledTransaction == null )
{
errorMessage = "There was a problem getting the transaction information";
return false;
}
if ( scheduledTransaction.FinancialPaymentDetail == null )
{
scheduledTransaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
if ( scheduledTransaction.FinancialGateway != null )
{
scheduledTransaction.FinancialGateway.LoadAttributes();
}
if ( scheduledTransaction.AuthorizedPersonAlias == null || scheduledTransaction.AuthorizedPersonAlias.Person == null )
{
errorMessage = "There was a problem determining the person associated with the transaction";
return false;
}
var changeSummary = new StringBuilder();
// Get the payment schedule
scheduledTransaction.TransactionFrequencyValueId = btnFrequency.SelectedValueAsId().Value;
changeSummary.Append( DefinedValueCache.Read( scheduledTransaction.TransactionFrequencyValueId, rockContext ) );
if ( dtpStartDate.SelectedDate.HasValue && dtpStartDate.SelectedDate > RockDateTime.Today )
{
scheduledTransaction.StartDate = dtpStartDate.SelectedDate.Value;
changeSummary.AppendFormat( " starting {0}", scheduledTransaction.StartDate.ToShortDateString() );
}
else
{
scheduledTransaction.StartDate = DateTime.MinValue;
}
changeSummary.AppendLine();
PaymentInfo paymentInfo = GetPaymentInfo( personService, scheduledTransaction );
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
}
// If transaction is not active, attempt to re-activate it first
if ( !scheduledTransaction.IsActive )
{
if ( !transactionService.Reactivate( scheduledTransaction, out errorMessage ) )
{
return false;
}
}
if ( Gateway.UpdateScheduledPayment( scheduledTransaction, paymentInfo, out errorMessage ) )
{
if ( hfPaymentTab.Value == "CreditCard" || hfPaymentTab.Value == "ACH" )
{
scheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, Gateway, rockContext );
}
var selectedAccountIds = SelectedAccounts
.Where( a => a.Amount > 0 )
.Select( a => a.Id ).ToList();
var deletedAccounts = scheduledTransaction.ScheduledTransactionDetails
.Where( a => !selectedAccountIds.Contains( a.AccountId ) ).ToList();
foreach ( var deletedAccount in deletedAccounts )
{
scheduledTransaction.ScheduledTransactionDetails.Remove( deletedAccount );
transactionDetailService.Delete( deletedAccount );
}
foreach ( var account in SelectedAccounts
.Where( a => a.Amount > 0 ) )
{
var detail = scheduledTransaction.ScheduledTransactionDetails
.Where( d => d.AccountId == account.Id ).FirstOrDefault();
if ( detail == null )
{
detail = new FinancialScheduledTransactionDetail();
detail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( detail );
}
detail.Amount = account.Amount;
changeSummary.AppendFormat( "{0}: {1}", account.Name, account.Amount.FormatAsCurrency() );
changeSummary.AppendLine();
}
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 = scheduledTransaction.Id;
note.Caption = "Updated Transaction";
note.Text = changeSummary.ToString();
noteService.Add( note );
}
rockContext.SaveChanges();
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
if ( transactionService.GetStatus( scheduledTransaction, out errorMessage ) )
{
rockContext.SaveChanges();
}
}
else
{
return false;
}
tdTransactionCode.Description = TransactionCode;
tdTransactionCode.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
return true;
}
else
{
pnlDupWarning.Visible = true;
return false;
}
}
/// <summary>
/// Gets the scheduled transaction.
/// </summary>
/// <param name="refresh">if set to <c>true</c> [refresh].</param>
/// <returns></returns>
private FinancialScheduledTransaction GetScheduledTransaction( bool refresh = false )
{
Person targetPerson = null;
using ( var rockContext = new RockContext() )
{
// If impersonation is allowed, and a valid person key was used, set the target to that person
bool allowImpersonation = GetAttributeValue( "Impersonation" ).AsBoolean();
if ( allowImpersonation )
{
string personKey = PageParameter( "Person" );
if ( !string.IsNullOrWhiteSpace( personKey ) )
{
targetPerson = new PersonService( rockContext ).GetByUrlEncodedKey( personKey );
}
}
if ( targetPerson == null )
{
targetPerson = CurrentPerson;
}
// Verify that transaction id is valid for selected person
if ( targetPerson != null )
{
int txnId = int.MinValue;
if ( int.TryParse( PageParameter( "ScheduledTransactionId" ), out txnId ) )
{
var personService = new PersonService( rockContext );
var validGivingIds = new List<string> { targetPerson.GivingId };
validGivingIds.AddRange( personService.GetBusinesses( targetPerson.Id ).Select( b => b.GivingId ) );
var service = new FinancialScheduledTransactionService( rockContext );
var scheduledTransaction = service
.Queryable( "AuthorizedPersonAlias.Person,ScheduledTransactionDetails,FinancialGateway,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue" )
.Where( t =>
t.Id == txnId &&
t.AuthorizedPersonAlias != null &&
t.AuthorizedPersonAlias.Person != null &&
validGivingIds.Contains( t.AuthorizedPersonAlias.Person.GivingId ) )
.FirstOrDefault();
if ( scheduledTransaction != null )
{
if ( scheduledTransaction.AuthorizedPersonAlias != null )
{
TargetPersonId = scheduledTransaction.AuthorizedPersonAlias.PersonId;
}
ScheduledTransactionId = scheduledTransaction.Id;
if ( scheduledTransaction.FinancialGateway != null )
{
scheduledTransaction.FinancialGateway.LoadAttributes( rockContext );
}
if ( refresh )
{
string errorMessages = string.Empty;
service.GetStatus( scheduledTransaction, out errorMessages );
rockContext.SaveChanges();
}
return scheduledTransaction;
}
}
}
}
return null;
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
// get pledges for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
FinancialScheduledTransactionService transactionService = new FinancialScheduledTransactionService( rockContext );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => s.AuthorizedPersonId == CurrentPerson.Id && s.IsActive == true );
List<Dictionary<string, object>> scheduleSummaries = new List<Dictionary<string, object>>();
foreach ( FinancialScheduledTransaction schedule in schedules )
{
decimal totalAmount = 0;
Dictionary<string, object> scheduleSummary = new Dictionary<string, object>();
scheduleSummary.Add("Id", schedule.Id);
scheduleSummary.Add("Guid", schedule.Guid);
scheduleSummary.Add("StartDate", schedule.StartDate);
scheduleSummary.Add("EndDate", schedule.EndDate);
scheduleSummary.Add("NextPaymentDate", schedule.NextPaymentDate);
if ( schedule.NextPaymentDate.HasValue )
{
scheduleSummary.Add( "DaysTillNextPayment", (schedule.NextPaymentDate.Value - DateTime.Now).Days );
}
else
{
scheduleSummary.Add( "DaysTillNextPayment", null );
}
DateTime? lastPaymentDate = schedule.Transactions.Max(t => t.TransactionDateTime);
scheduleSummary.Add("LastPaymentDate", lastPaymentDate);
if ( lastPaymentDate.HasValue )
{
scheduleSummary.Add("DaysSinceLastPayment", (DateTime.Now - lastPaymentDate.Value).Days);
}
else
{
scheduleSummary.Add( "DaysSinceLastPayment", null );
}
scheduleSummary.Add("CurrencyType", schedule.CurrencyTypeValue.Value);
scheduleSummary.Add("CreditCardType", schedule.CreditCardTypeValue.Value);
scheduleSummary.Add("UrlEncryptedKey", schedule.UrlEncodedKey);
scheduleSummary.Add("Frequency", schedule.TransactionFrequencyValue.Value);
scheduleSummary.Add("FrequencyDescription", schedule.TransactionFrequencyValue.Description);
List<Dictionary<string, object>> summaryDetails = new List<Dictionary<string,object>>();
foreach ( FinancialScheduledTransactionDetail detail in schedule.ScheduledTransactionDetails )
{
Dictionary<string, object> detailSummary = new Dictionary<string,object>();
detailSummary.Add("AccountId", detail.Id);
detailSummary.Add("AccountName", detail.Account.Name);
detailSummary.Add("Amount", detail.Amount);
detailSummary.Add("Summary", detail.Summary);
summaryDetails.Add( detailSummary );
totalAmount += detail.Amount;
}
scheduleSummary.Add("ScheduledAmount", totalAmount);
scheduleSummary.Add( "TransactionDetails", summaryDetails );
scheduleSummaries.Add( scheduleSummary );
}
// added linked pages to mergefields
Dictionary<string, object> linkedPages = new Dictionary<string, object>();
linkedPages.Add( "ManageScheduledTransactionsPage", LinkedPageUrl( "ManageScheduledTransactionsPage", null ));
linkedPages.Add( "TransactionHistoryPage", LinkedPageUrl( "TransactionHistoryPage", null ) );
linkedPages.Add( "TransactionEntryPage", LinkedPageUrl( "TransactionEntryPage", null ) );
var scheduleValues = new Dictionary<string, object>();
scheduleValues.Add( "ScheduledTransactions", scheduleSummaries.ToList() );
scheduleValues.Add( "LinkedPages", linkedPages );
scheduleValues.Add( "Person", CurrentPerson );
string content = GetAttributeValue( "Template" ).ResolveMergeFields( scheduleValues );
// show merge fields if needed
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() )
{
string debugInfo = string.Format( @"
<pre>
{0}
</pre>
", scheduleValues.LiquidHelpText() );
content += debugInfo;
}
lContent.Text = content;
}
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
// get scheduled contributions for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
var transactionService = new FinancialScheduledTransactionService( rockContext );
var personService = new PersonService( rockContext );
// get business giving id
var givingIds = personService.GetBusinesses( CurrentPerson.Id ).Select( g => g.GivingId ).ToList();
// add the person's regular giving id
givingIds.Add( CurrentPerson.GivingId );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => givingIds.Contains( s.AuthorizedPersonAlias.Person.GivingId ) && s.IsActive == true );
// filter the list if necesssary
var gatewayFilterGuid = GetAttributeValue( "GatewayFilter" ).AsGuidOrNull();
if ( gatewayFilterGuid != null )
{
schedules = schedules.Where( s => s.FinancialGateway.Guid == gatewayFilterGuid );
}
rptScheduledTransactions.DataSource = schedules.ToList();
rptScheduledTransactions.DataBind();
if ( schedules.Count() == 0 )
{
pnlNoScheduledTransactions.Visible = true;
lNoScheduledTransactionsMessage.Text = string.Format("No {0} currently exist.", GetAttributeValue("TransactionLabel").Pluralize().ToLower());
}
}
}
