/// <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>
/// Handles the DataBound event of the lAccountName 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 lAccountName_DataBound(object sender, RowEventArgs e)
{
FinancialScheduledTransactionDetail financialScheduledTransactionDetail = e.Row.DataItem as FinancialScheduledTransactionDetail;
Literal lAccountName = sender as Literal;
lAccountName.Text = FinancialAccountNameLookup.GetValueOrNull(financialScheduledTransactionDetail.AccountId);
}
/// <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");
}
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>
/// Updates the scheduled payment.
/// </summary>
/// <param name="usePaymentToken">if set to <c>true</c> [use payment token].</param>
/// <param name="paymentToken">The payment token.</param>
protected void UpdateScheduledPayment(bool usePaymentToken, string paymentToken = null)
{
var giftTerm = this.GetAttributeValue(AttributeKey.GiftTerm);
if (dtpStartDate.SelectedDate <= RockDateTime.Today)
{
nbUpdateScheduledPaymentWarning.Visible = true;
nbUpdateScheduledPaymentWarning.Text = string.Format("When scheduling a {0}, make sure the starting date is in the future (after today)", giftTerm.ToLower());
return;
}
var rockContext = new RockContext();
var financialScheduledTransactionService = new FinancialScheduledTransactionService(rockContext);
int scheduledTransactionId = hfScheduledTransactionId.Value.AsInteger();
var financialScheduledTransaction = financialScheduledTransactionService.Get(scheduledTransactionId);
financialScheduledTransaction.StartDate = dtpStartDate.SelectedDate.Value;
financialScheduledTransaction.TransactionFrequencyValueId = ddlFrequency.SelectedValue.AsInteger();
ReferencePaymentInfo referencePaymentInfo;
var person = financialScheduledTransaction.AuthorizedPersonAlias.Person;
string errorMessage;
var financialGateway = this.FinancialGateway;
var financialGatewayComponent = this.FinancialGatewayComponent;
if (usePaymentToken)
{
referencePaymentInfo = new ReferencePaymentInfo();
referencePaymentInfo.FirstName = person.FirstName;
referencePaymentInfo.LastName = person.LastName;
referencePaymentInfo.UpdateAddressFieldsFromAddressControl(acBillingAddress);
referencePaymentInfo.ReferenceNumber = paymentToken;
var customerToken = financialGatewayComponent.CreateCustomerAccount(this.FinancialGateway, referencePaymentInfo, out errorMessage);
if (errorMessage.IsNotNullOrWhiteSpace() || customerToken.IsNullOrWhiteSpace())
{
nbMessage.NotificationBoxType = NotificationBoxType.Danger;
nbMessage.Text = errorMessage ?? "Unknown Error";
nbMessage.Visible = true;
return;
}
referencePaymentInfo.GatewayPersonIdentifier = customerToken;
}
else
{
var savedAccountId = ddlPersonSavedAccount.SelectedValue.AsInteger();
var savedAccount = new FinancialPersonSavedAccountService(rockContext).Get(savedAccountId);
if (savedAccount != null)
{
referencePaymentInfo = savedAccount.GetReferencePayment();
}
else
{
throw new Exception("Unable to determine Saved Account");
}
}
var selectedAccountAmounts = caapPromptForAccountAmounts.AccountAmounts.Where(a => a.Amount.HasValue && a.Amount.Value != 0).Select(a => new { a.AccountId, Amount = a.Amount.Value }).ToArray();
referencePaymentInfo.Amount = selectedAccountAmounts.Sum(a => a.Amount);
var successfullyUpdated = financialGatewayComponent.UpdateScheduledPayment(financialScheduledTransaction, referencePaymentInfo, out errorMessage);
if (!successfullyUpdated)
{
nbMessage.NotificationBoxType = NotificationBoxType.Danger;
nbMessage.Text = errorMessage ?? "Unknown Error";
nbMessage.Visible = true;
return;
}
financialScheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo(referencePaymentInfo, financialGatewayComponent as GatewayComponent, rockContext);
var selectedAccountIds = selectedAccountAmounts.Select(a => a.AccountId).ToArray();
var deletedTransactionDetails = financialScheduledTransaction.ScheduledTransactionDetails.ToList().Where(a => selectedAccountIds.Contains(a.AccountId)).ToList();
foreach (var deletedTransactionDetail in deletedTransactionDetails)
{
financialScheduledTransaction.ScheduledTransactionDetails.Remove(deletedTransactionDetail);
}
foreach (var selectedAccountAmount in selectedAccountAmounts)
{
var scheduledTransactionDetail = financialScheduledTransaction.ScheduledTransactionDetails.FirstOrDefault(a => a.AccountId == selectedAccountAmount.AccountId);
if (scheduledTransactionDetail == null)
{
scheduledTransactionDetail = new FinancialScheduledTransactionDetail();
scheduledTransactionDetail.AccountId = selectedAccountAmount.AccountId;
financialScheduledTransaction.ScheduledTransactionDetails.Add(scheduledTransactionDetail);
}
scheduledTransactionDetail.Amount = selectedAccountAmount.Amount;
}
rockContext.SaveChanges();
var mergeFields = LavaHelper.GetCommonMergeFields(this.RockPage, this.CurrentPerson, new CommonMergeFieldsOptions {
GetLegacyGlobalMergeFields = false
});
var finishLavaTemplate = this.GetAttributeValue(AttributeKey.FinishLavaTemplate);
mergeFields.Add("Transaction", financialScheduledTransaction);
mergeFields.Add("Person", financialScheduledTransaction.AuthorizedPersonAlias.Person);
mergeFields.Add("PaymentDetail", financialScheduledTransaction.FinancialPaymentDetail);
mergeFields.Add("BillingLocation", financialScheduledTransaction.FinancialPaymentDetail.BillingLocation);
pnlPromptForChanges.Visible = false;
pnlTransactionSummary.Visible = true;
lTransactionSummaryHTML.Text = finishLavaTemplate.ResolveMergeFields(mergeFields);
}
/// <summary>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
errorMessage = string.Empty;
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
if ( Gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
using ( new UnitOfWorkScope() )
{
var personService = new PersonService();
var transactionService = new FinancialScheduledTransactionService();
var transactionDetailService = new FinancialScheduledTransactionDetailService();
FinancialScheduledTransaction scheduledTransaction = null;
if ( ScheduledTransactionId.HasValue )
{
scheduledTransaction = transactionService.Get( ScheduledTransactionId.Value );
}
if ( scheduledTransaction == null )
{
errorMessage = "There was a problem getting the transaction information";
return false;
}
if ( scheduledTransaction.AuthorizedPerson == null )
{
errorMessage = "There was a problem determining the person associated with the transaction";
return false;
}
// Get the payment schedule
scheduledTransaction.TransactionFrequencyValueId = btnFrequency.SelectedValueAsId().Value;
if ( dtpStartDate.SelectedDate.HasValue && dtpStartDate.SelectedDate > DateTime.Today )
{
scheduledTransaction.StartDate = dtpStartDate.SelectedDate.Value;
}
else
{
scheduledTransaction.StartDate = DateTime.MinValue;
}
PaymentInfo paymentInfo = GetPaymentInfo( personService, scheduledTransaction );
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
}
if ( Gateway.UpdateScheduledPayment( scheduledTransaction, paymentInfo, out errorMessage ) )
{
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, CurrentPersonId );
}
foreach ( var account in SelectedAccounts )
{
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;
}
transactionService.Save( scheduledTransaction, CurrentPersonId );
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
}
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>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
var rockContext = new RockContext();
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
GatewayComponent gateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
if ( gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
Person person = GetPerson( true );
if ( person == null )
{
errorMessage = "There was a problem creating the person information";
return false;
}
if ( !person.PrimaryAliasId.HasValue)
{
errorMessage = "There was a problem creating the person's primary alias";
return false;
}
PaymentInfo paymentInfo = GetPaymentInfo();
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
paymentInfo.FirstName = person.FirstName;
paymentInfo.LastName = person.LastName;
}
if ( paymentInfo.CreditCardTypeValue != null )
{
CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
}
PaymentSchedule schedule = GetSchedule();
if ( schedule != null )
{
schedule.PersonId = person.Id;
var scheduledTransaction = gateway.AddScheduledPayment( schedule, paymentInfo, out errorMessage );
if ( scheduledTransaction != null )
{
scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
scheduledTransaction.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
scheduledTransaction.GatewayEntityTypeId = EntityTypeCache.Read( gateway.TypeGuid ).Id;
scheduledTransaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
scheduledTransaction.CreditCardTypeValueId = CreditCardTypeValueId;
var changeSummary = new StringBuilder();
changeSummary.AppendFormat( "{0} starting {1}", schedule.TransactionFrequencyValue.Value, schedule.StartDate.ToShortDateString() );
changeSummary.AppendLine();
changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
if (paymentInfo.CreditCardTypeValue != null)
{
changeSummary.AppendFormat( " - {0}", paymentInfo.CreditCardTypeValue.Value );
}
changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
changeSummary.AppendLine();
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialScheduledTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
changeSummary.AppendFormat( "{0}: {1:C2}", account.Name, account.Amount );
changeSummary.AppendLine();
}
var transactionService = new FinancialScheduledTransactionService( rockContext );
transactionService.Add( scheduledTransaction );
rockContext.SaveChanges();
// Add a note about the change
var noteTypeService = new NoteTypeService( rockContext );
var noteType = noteTypeService.Get( scheduledTransaction.TypeId, "Note" );
var noteService = new NoteService( rockContext );
var note = new Note();
note.NoteTypeId = noteType.Id;
note.EntityId = scheduledTransaction.Id;
note.Caption = "Created Transaction";
note.Text = changeSummary.ToString();
noteService.Add( note );
rockContext.SaveChanges();
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
}
else
{
return false;
}
}
else
{
var transaction = gateway.Charge( paymentInfo, out errorMessage );
if ( transaction != null )
{
transaction.TransactionDateTime = RockDateTime.Now;
transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
transaction.GatewayEntityTypeId = gateway.TypeId;
transaction.TransactionTypeValueId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ) ).Id;
transaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
transaction.CreditCardTypeValueId = CreditCardTypeValueId;
Guid sourceGuid = Guid.Empty;
if ( Guid.TryParse( GetAttributeValue( "Source" ), out sourceGuid ) )
{
transaction.SourceTypeValueId = DefinedValueCache.Read( sourceGuid ).Id;
}
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
transaction.TransactionDetails.Add( transactionDetail );
}
var batchService = new FinancialBatchService( rockContext );
// Get the batch
var batch = batchService.Get(
GetAttributeValue( "BatchNamePrefix" ),
paymentInfo.CurrencyTypeValue,
paymentInfo.CreditCardTypeValue,
transaction.TransactionDateTime.Value,
gateway.BatchTimeOffset );
batch.ControlAmount += transaction.TotalAmount;
transaction.BatchId = batch.Id;
batch.Transactions.Add( transaction );
rockContext.SaveChanges();
TransactionCode = transaction.TransactionCode;
}
else
{
return false;
}
}
tdTransactionCodeReceipt.Description = TransactionCode;
tdTransactionCodeReceipt.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
tdNameReceipt.Description = paymentInfo.FullName;
tdPhoneReceipt.Description = paymentInfo.Phone;
tdEmailReceipt.Description = paymentInfo.Email;
tdAddressReceipt.Description = string.Format( "{0} {1}, {2} {3}", paymentInfo.Street1, paymentInfo.City, paymentInfo.State, paymentInfo.PostalCode );
rptAccountListReceipt.DataSource = SelectedAccounts.Where( a => a.Amount != 0 );
rptAccountListReceipt.DataBind();
tdTotalReceipt.Description = paymentInfo.Amount.ToString( "C" );
tdPaymentMethodReceipt.Description = paymentInfo.CurrencyTypeValue.Description;
tdAccountNumberReceipt.Description = paymentInfo.MaskedNumber;
tdWhenReceipt.Description = schedule != null ? schedule.ToString() : "Today";
// If there was a transaction code returned and this was not already created from a previous saved account,
// show the option to save the account.
if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) )
{
cbSaveAccount.Visible = true;
pnlSaveAccount.Visible = true;
txtSaveAccount.Visible = true;
// If current person does not have a login, have them create a username and password
phCreateLogin.Visible = !new UserLoginService( rockContext ).GetByPersonId( person.Id ).Any();
}
else
{
pnlSaveAccount.Visible = false;
}
return true;
}
else
{
pnlDupWarning.Visible = true;
divActions.Visible = false;
errorMessage = string.Empty;
return false;
}
}
/// <summary>
/// Handles the Click event of the btnGive 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 btnGive_Click(object sender, EventArgs e)
{
Person person = FindPerson();
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var groupLocationService = new GroupLocationService();
var groupMemberService = new GroupMemberService();
var phoneService = new PhoneNumberService();
var locationService = new LocationService();
var groupService = new GroupService();
GroupLocation groupLocation;
Location homeAddress;
Group familyGroup;
var homeLocationType = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.LOCATION_TYPE_HOME);
var addressList = locationService.Queryable().Where(l => l.Street1 == txtStreet.Text &&
l.City == txtCity.Text && l.State == ddlState.SelectedValue && l.Zip == txtZip.Text &&
l.LocationTypeValueId == homeLocationType.Id).ToList();
if (!addressList.Any())
{
homeAddress = new Location();
locationService.Add(homeAddress, person.Id);
}
else
{
homeAddress = addressList.FirstOrDefault();
}
homeAddress.Street1 = txtStreet.Text ?? homeAddress.Street1;
homeAddress.City = txtCity.Text ?? homeAddress.City;
homeAddress.State = ddlState.SelectedValue ?? homeAddress.State;
homeAddress.Zip = txtZip.Text ?? homeAddress.Zip;
homeAddress.IsActive = true;
homeAddress.IsLocation = true;
homeAddress.Country = "US";
homeAddress.LocationTypeValueId = homeLocationType.Id;
locationService.Save(homeAddress, person.Id);
GroupType familyGroupType = new GroupTypeService().Get(new Guid(Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY));
var familyGroupList = groupMemberService.Queryable().Where(g => g.PersonId == person.Id &&
g.Group.GroupType.Guid == familyGroupType.Guid).Select(g => g.Group).ToList();
if (!familyGroupList.Any())
{
familyGroup = new Group();
familyGroup.IsActive = true;
familyGroup.IsSystem = false;
familyGroup.IsSecurityRole = false;
familyGroup.Name = "The " + txtLastName.Text + " Family";
familyGroup.GroupTypeId = familyGroupType.Id;
groupService.Add(familyGroup, person.Id);
groupService.Save(familyGroup, person.Id);
var familyMember = new GroupMember();
familyMember.IsSystem = false;
familyMember.GroupId = familyGroup.Id;
familyMember.PersonId = person.Id;
familyMember.GroupRoleId = new GroupRoleService().Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT)).Id;
groupMemberService.Add(familyMember, person.Id);
groupMemberService.Save(familyMember, person.Id);
}
else
{
familyGroup = familyGroupList.FirstOrDefault();
}
var groupLocationList = groupLocationService.Queryable().Where(g => g.GroupLocationTypeValueId == familyGroupType.Id &&
g.GroupId == familyGroup.Id).ToList();
if (!groupLocationList.Any())
{
groupLocation = new GroupLocation();
groupLocation.GroupId = familyGroup.Id;
groupLocation.LocationId = homeAddress.Id;
groupLocation.IsMailing = true;
groupLocation.IsLocation = true;
groupLocation.GroupLocationTypeValueId = homeLocationType.Id;
groupLocationService.Add(groupLocation, person.Id);
groupLocationService.Save(groupLocation, person.Id);
}
else
{
groupLocation = groupLocationList.FirstOrDefault();
}
groupLocation.LocationId = homeAddress.Id;
groupLocationService.Save(groupLocation, person.Id);
var homePhoneType = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_HOME);
string phoneNumeric = txtPhone.Text.AsNumeric();
if (!phoneService.Queryable().Where(n => n.PersonId == person.Id &&
n.NumberTypeValueId == homePhoneType.Id && n.Number == phoneNumeric).Any())
{
var homePhone = new PhoneNumber();
homePhone.Number = phoneNumeric;
homePhone.PersonId = person.Id;
homePhone.IsSystem = false;
homePhone.IsMessagingEnabled = false;
homePhone.IsUnlisted = false;
homePhone.NumberTypeValueId = homePhoneType.Id;
phoneService.Add(homePhone, person.Id);
phoneService.Save(homePhone, person.Id);
}
});
}
var amountList = (Dictionary <FinancialAccount, Decimal>)Session["CachedAmounts"];
var profileId = (int)Session["CachedProfileId"];
Location giftLocation = new Location();
var configValues = (Dictionary <string, object>)Session["CachedMergeFields"];
configValues.Add("Date", DateTimeOffset.Now.ToString("MM/dd/yyyy hh:mm tt"));
var receiptTemplate = GetAttributeValue("ReceiptMessage");
lReceipt.Text = receiptTemplate.ResolveMergeFields(configValues);
var summaryTemplate = GetAttributeValue("SummaryMessage");
string summaryMessage = summaryTemplate.ResolveMergeFields(configValues);
var creditProcessorId = GetAttributeValue("CreditCardProvider");
var achProcessorId = GetAttributeValue("Checking/ACHProvider");
var gatewayService = new FinancialGatewayService();
FinancialGateway gateway;
if (!string.IsNullOrEmpty(txtCreditCard.Text) && !string.IsNullOrWhiteSpace(creditProcessorId))
{
int creditId = Convert.ToInt32(creditProcessorId);
gateway = new FinancialGatewayService().Get(creditId);
}
else if (!string.IsNullOrEmpty(txtAccountNumber.Text) && !string.IsNullOrWhiteSpace(achProcessorId))
{
int achId = Convert.ToInt32(achProcessorId);
gateway = new FinancialGatewayService().Get(achId);
}
else
{
gateway = gatewayService.Queryable().FirstOrDefault();
}
// #TODO test card through gateway
if (btnFrequency.SelectedIndex > -1 && btnFrequency.SelectedValueAsInt() != DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_TYPE_ONE_TIME).Id)
{
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var scheduledTransactionDetailService = new FinancialScheduledTransactionDetailService();
var scheduledTransactionService = new FinancialScheduledTransactionService();
FinancialScheduledTransaction scheduledTransaction;
var detailList = amountList.ToList();
if (profileId > 0)
{
scheduledTransaction = scheduledTransactionService.Get(profileId);
}
else
{
scheduledTransaction = new FinancialScheduledTransaction();
scheduledTransactionService.Add(scheduledTransaction, person.Id);
}
DateTime startDate = (DateTime)dtpStartDate.SelectedDate;
if (startDate != null)
{
scheduledTransaction.StartDate = startDate;
}
scheduledTransaction.TransactionFrequencyValueId = (int)btnFrequency.SelectedValueAsInt();
scheduledTransaction.AuthorizedPersonId = person.Id;
scheduledTransaction.IsActive = true;
if (!string.IsNullOrEmpty(txtCreditCard.Text))
{
scheduledTransaction.CardReminderDate = mypExpiration.SelectedDate;
}
if (chkLimitGifts.Checked && !string.IsNullOrWhiteSpace(txtLimitNumber.Text))
{
scheduledTransaction.NumberOfPayments = Convert.ToInt32(txtLimitNumber.Text);
}
foreach (var detail in amountList.ToList())
{
var scheduledTransactionDetail = new FinancialScheduledTransactionDetail();
scheduledTransactionDetail.AccountId = detail.Key.Id;
scheduledTransactionDetail.Amount = detail.Value;
scheduledTransactionDetail.ScheduledTransactionId = scheduledTransaction.Id;
scheduledTransactionDetailService.Add(scheduledTransactionDetail, person.Id);
scheduledTransactionDetailService.Save(scheduledTransactionDetail, person.Id);
}
// implement gateway charge()
scheduledTransactionService.Save(scheduledTransaction, person.Id);
});
}
}
else
{
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var transactionService = new FinancialTransactionService();
var tdService = new FinancialTransactionDetailService();
var transaction = new FinancialTransaction();
var detailList = amountList.ToList();
transaction.Summary = summaryMessage;
transaction.Amount = detailList.Sum(d => d.Value);
transaction.TransactionTypeValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION).Id;
transaction.TransactionDateTime = DateTimeOffset.Now.DateTime;
transaction.AuthorizedPersonId = person.Id;
transactionService.Add(transaction, person.Id);
foreach (var detail in detailList)
{
var td = new FinancialTransactionDetail();
td.TransactionId = transaction.Id;
td.AccountId = detail.Key.Id;
td.Amount = detail.Value;
td.TransactionId = transaction.Id;
tdService.Add(td, person.Id);
tdService.Save(td, person.Id);
}
// #TODO implement gateway.charge()
transactionService.Save(transaction, person.Id);
});
}
}
Session["CachedMergeFields"] = configValues;
pnlConfirm.Visible = false;
pnlComplete.Visible = true;
pnlContribution.Update();
}
/// <summary>
/// Sets the account fee coverage amount textbox text.
/// </summary>
/// <param name="tbAccountFeeCoverageAmount">The tb account fee coverage amount.</param>
/// <param name="transactionDetail">The transaction detail.</param>
private void SetAccountFeeCoverageAmountTextboxText(CurrencyBox tbAccountFeeCoverageAmount, FinancialScheduledTransactionDetail transactionDetail)
{
tbAccountFeeCoverageAmount.CurrencyCodeDefinedValueId = ForeignCurrencyDefinedValueId ?? 0;
tbAccountFeeCoverageAmount.Value = transactionDetail.FeeCoverageAmount;
tbAccountFeeCoverageAmount.Visible = transactionDetail.FeeCoverageAmount.HasValue;
}
/// <summary>
/// Updates the scheduled payment.
/// </summary>
/// <param name="usePaymentToken">if set to <c>true</c> [use payment token].</param>
/// <param name="paymentToken">The payment token.</param>
protected void UpdateScheduledPayment(bool usePaymentToken, string paymentToken = null)
{
var giftTerm = this.GetAttributeValue(AttributeKey.GiftTerm);
if (dtpStartDate.SelectedDate <= RockDateTime.Today)
{
nbUpdateScheduledPaymentWarning.Visible = true;
nbUpdateScheduledPaymentWarning.Text = string.Format("When scheduling a {0}, make sure the starting date is in the future (after today)", giftTerm.ToLower());
return;
}
var rockContext = new RockContext();
var financialScheduledTransactionService = new FinancialScheduledTransactionService(rockContext);
var financialScheduledTransactionDetailService = new FinancialScheduledTransactionDetailService(rockContext);
Guid scheduledTransactionGuid = hfScheduledTransactionGuid.Value.AsGuid();
var financialScheduledTransaction = financialScheduledTransactionService.Get(scheduledTransactionGuid);
financialScheduledTransaction.StartDate = dtpStartDate.SelectedDate.Value;
financialScheduledTransaction.TransactionFrequencyValueId = ddlFrequency.SelectedValue.AsInteger();
ReferencePaymentInfo referencePaymentInfo;
var person = financialScheduledTransaction.AuthorizedPersonAlias.Person;
string errorMessage;
var financialGateway = this.FinancialGateway;
var financialGatewayComponent = this.FinancialGatewayComponent;
var existingPaymentOrPersonSavedAccountId = rblExistingPaymentOrPersonSavedAccount.SelectedValue.AsInteger();
bool useExistingPaymentMethod = pnlUseExistingPaymentNoSavedAccounts.Visible || existingPaymentOrPersonSavedAccountId == 0;
bool useSavedAccount = pnlUseExistingPaymentWithSavedAccounts.Visible && existingPaymentOrPersonSavedAccountId > 0;
if (usePaymentToken)
{
referencePaymentInfo = new ReferencePaymentInfo();
referencePaymentInfo.FirstName = person.FirstName;
referencePaymentInfo.LastName = person.LastName;
referencePaymentInfo.UpdateAddressFieldsFromAddressControl(acBillingAddress);
referencePaymentInfo.ReferenceNumber = paymentToken;
var customerToken = financialGatewayComponent.CreateCustomerAccount(this.FinancialGateway, referencePaymentInfo, out errorMessage);
if (errorMessage.IsNotNullOrWhiteSpace() || customerToken.IsNullOrWhiteSpace())
{
nbMessage.NotificationBoxType = NotificationBoxType.Danger;
nbMessage.Text = errorMessage ?? "Unknown Error";
nbMessage.Visible = true;
return;
}
referencePaymentInfo.GatewayPersonIdentifier = customerToken;
}
else if (useExistingPaymentMethod)
{
// use save payment method as original transaction
referencePaymentInfo = new ReferencePaymentInfo();
referencePaymentInfo.GatewayPersonIdentifier = financialScheduledTransaction.FinancialPaymentDetail.GatewayPersonIdentifier;
referencePaymentInfo.FinancialPersonSavedAccountId = financialScheduledTransaction.FinancialPaymentDetail.FinancialPersonSavedAccountId;
}
else if (useSavedAccount)
{
var savedAccount = new FinancialPersonSavedAccountService(rockContext).Get(existingPaymentOrPersonSavedAccountId);
if (savedAccount != null)
{
referencePaymentInfo = savedAccount.GetReferencePayment();
}
else
{
// shouldn't happen
throw new Exception("Unable to determine Saved Account");
}
}
else
{
// shouldn't happen
throw new Exception("Unable to determine payment method");
}
var selectedAccountAmounts = caapPromptForAccountAmounts.AccountAmounts.Where(a => a.Amount.HasValue && a.Amount.Value != 0).Select(a => new { a.AccountId, Amount = a.Amount.Value }).ToArray();
referencePaymentInfo.Amount = selectedAccountAmounts.Sum(a => a.Amount);
var originalGatewayScheduleId = financialScheduledTransaction.GatewayScheduleId;
try
{
financialScheduledTransaction.FinancialPaymentDetail.ClearPaymentInfo();
var successfullyUpdated = financialGatewayComponent.UpdateScheduledPayment(financialScheduledTransaction, referencePaymentInfo, out errorMessage);
if (!successfullyUpdated)
{
nbMessage.NotificationBoxType = NotificationBoxType.Danger;
nbMessage.Text = errorMessage ?? "Unknown Error";
nbMessage.Visible = true;
return;
}
financialScheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo(referencePaymentInfo, financialGatewayComponent as GatewayComponent, rockContext);
var selectedAccountIds = selectedAccountAmounts.Select(a => a.AccountId).ToArray();
var deletedTransactionDetails = financialScheduledTransaction.ScheduledTransactionDetails.ToList().Where(a => !selectedAccountIds.Contains(a.AccountId)).ToList();
foreach (var deletedTransactionDetail in deletedTransactionDetails)
{
financialScheduledTransaction.ScheduledTransactionDetails.Remove(deletedTransactionDetail);
financialScheduledTransactionDetailService.Delete(deletedTransactionDetail);
}
foreach (var selectedAccountAmount in selectedAccountAmounts)
{
var scheduledTransactionDetail = financialScheduledTransaction.ScheduledTransactionDetails.FirstOrDefault(a => a.AccountId == selectedAccountAmount.AccountId);
if (scheduledTransactionDetail == null)
{
scheduledTransactionDetail = new FinancialScheduledTransactionDetail();
scheduledTransactionDetail.AccountId = selectedAccountAmount.AccountId;
financialScheduledTransaction.ScheduledTransactionDetails.Add(scheduledTransactionDetail);
}
scheduledTransactionDetail.Amount = selectedAccountAmount.Amount;
}
rockContext.SaveChanges();
Task.Run(() => ScheduledGiftWasModifiedMessage.PublishScheduledTransactionEvent(financialScheduledTransaction.Id, ScheduledGiftEventTypes.ScheduledGiftUpdated));
}
catch (Exception)
{
// if the GatewayScheduleId was updated, but there was an exception,
// make sure we save the financialScheduledTransaction record with the updated GatewayScheduleId so we don't orphan it
if (financialScheduledTransaction.GatewayScheduleId.IsNotNullOrWhiteSpace() && (originalGatewayScheduleId != financialScheduledTransaction.GatewayScheduleId))
{
rockContext.SaveChanges();
}
throw;
}
var mergeFields = LavaHelper.GetCommonMergeFields(this.RockPage, this.CurrentPerson, new CommonMergeFieldsOptions {
GetLegacyGlobalMergeFields = false
});
var finishLavaTemplate = this.GetAttributeValue(AttributeKey.FinishLavaTemplate);
// re-fetch financialScheduledTransaction with a new RockContext from database to ensure that lazy loaded fields will be populated
using (var rockContextForSummary = new RockContext())
{
if (pnlHostedPaymentControl.Visible && hfSaveNewAccount.Value.AsInteger() == 1 && tbSaveAccount.Text.IsNotNullOrWhiteSpace())
{
SaveNewFinancialPersonSavedAccount(financialScheduledTransaction);
}
financialScheduledTransaction = new FinancialScheduledTransactionService(rockContextForSummary).Get(scheduledTransactionGuid);
mergeFields.Add("Transaction", financialScheduledTransaction);
mergeFields.Add("Person", financialScheduledTransaction.AuthorizedPersonAlias.Person);
mergeFields.Add("PaymentDetail", financialScheduledTransaction.FinancialPaymentDetail);
mergeFields.Add("BillingLocation", financialScheduledTransaction.FinancialPaymentDetail.BillingLocation);
pnlPromptForChanges.Visible = false;
pnlTransactionSummary.Visible = true;
lTransactionSummaryHTML.Text = finishLavaTemplate.ResolveMergeFields(mergeFields);
}
}
/// <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>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
GatewayComponent gateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
if ( gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
Person person = GetPerson( true );
if ( person == null )
{
errorMessage = "There was a problem creating the person information";
return false;
}
PaymentInfo paymentInfo = GetPaymentInfo();
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
paymentInfo.FirstName = person.FirstName;
paymentInfo.LastName = person.LastName;
}
if ( paymentInfo.CreditCardTypeValue != null )
{
CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
}
PaymentSchedule schedule = GetSchedule();
if ( schedule != null )
{
schedule.PersonId = person.Id;
var scheduledTransaction = gateway.AddScheduledPayment( schedule, paymentInfo, out errorMessage );
if ( scheduledTransaction != null )
{
scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
scheduledTransaction.AuthorizedPersonId = person.Id;
scheduledTransaction.GatewayEntityTypeId = EntityTypeCache.Read( gateway.TypeGuid ).Id;
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialScheduledTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
}
var transactionService = new FinancialScheduledTransactionService();
transactionService.Add( scheduledTransaction, CurrentPersonId );
transactionService.Save( scheduledTransaction, CurrentPersonId );
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
}
else
{
return false;
}
}
else
{
var transaction = gateway.Charge( paymentInfo, out errorMessage );
if ( transaction != null )
{
transaction.TransactionDateTime = DateTime.Now;
transaction.AuthorizedPersonId = person.Id;
transaction.GatewayEntityTypeId = gateway.TypeId;
transaction.Amount = paymentInfo.Amount;
transaction.TransactionTypeValueId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION)).Id;
transaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
transaction.CreditCardTypeValueId = CreditCardTypeValueId;
Guid sourceGuid = Guid.Empty;
if (Guid.TryParse(GetAttributeValue("Source"), out sourceGuid))
{
transaction.SourceTypeValueId = DefinedValueCache.Read(sourceGuid).Id;
}
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
transaction.TransactionDetails.Add( transactionDetail );
}
// Get the batch name
string ccSuffix = string.Empty;
if ( paymentInfo.CreditCardTypeValue != null )
{
ccSuffix = paymentInfo.CreditCardTypeValue.GetAttributeValue( "BatchNameSuffix" );
}
if ( string.IsNullOrWhiteSpace( ccSuffix ) )
{
ccSuffix = paymentInfo.CurrencyTypeValue.Name;
}
string batchName = GetAttributeValue( "BatchNamePrefix" ).Trim() + " " + ccSuffix;
using ( new UnitOfWorkScope() )
{
var batchService = new FinancialBatchService();
var batch = batchService.Queryable()
.Where( b =>
b.Status == BatchStatus.Open &&
b.BatchStartDateTime <= transaction.TransactionDateTime &&
b.BatchEndDateTime > transaction.TransactionDateTime &&
b.Name == batchName )
.FirstOrDefault();
if ( batch == null )
{
batch = new FinancialBatch();
batch.Name = batchName;
batch.Status = BatchStatus.Open;
batch.BatchStartDateTime = transaction.TransactionDateTime.Value.Date.Add( gateway.BatchTimeOffset );
if ( batch.BatchStartDateTime > transaction.TransactionDateTime )
{
batch.BatchStartDateTime.Value.AddDays( -1 );
}
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays( 1 ).AddMilliseconds( -1 );
batch.CreatedByPersonId = person.Id;
batchService.Add( batch, CurrentPersonId );
batchService.Save( batch, CurrentPersonId );
batch = batchService.Get( batch.Id );
}
batch.ControlAmount += transaction.Amount;
batchService.Save( batch, CurrentPersonId );
var transactionService = new FinancialTransactionService();
transaction.BatchId = batch.Id;
transactionService.Add( transaction, CurrentPersonId );
transactionService.Save( transaction, CurrentPersonId );
}
TransactionCode = transaction.TransactionCode;
}
else
{
return false;
}
}
tdTransactionCode.Description = TransactionCode;
tdTransactionCode.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
// If there was a transaction code returned and this was not already created from a previous saved account,
// show the option to save the account.
if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) )
{
cbSaveAccount.Visible = true;
pnlSaveAccount.Visible = true;
txtSaveAccount.Visible = true;
// If current person does not have a login, have them create a username and password
phCreateLogin.Visible = !new UserLoginService().GetByPersonId( person.Id ).Any();
}
else
{
pnlSaveAccount.Visible = false;
}
return true;
}
else
{
pnlDupWarning.Visible = true;
errorMessage = string.Empty;
return false;
}
}
/// <summary>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
var rockContext = new RockContext();
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
GatewayComponent gateway = null;
var financialGateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
if ( financialGateway != null )
{
gateway = financialGateway.GetGatewayComponent();
}
if ( gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
Person person = GetPerson( true );
if ( person == null )
{
errorMessage = "There was a problem creating the person information";
return false;
}
if ( !person.PrimaryAliasId.HasValue )
{
errorMessage = "There was a problem creating the person's primary alias";
return false;
}
PaymentInfo paymentInfo = GetPaymentInfo();
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
paymentInfo.FirstName = person.FirstName;
paymentInfo.LastName = person.LastName;
}
if ( paymentInfo.CreditCardTypeValue != null )
{
CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
}
if ( _showCommmentEntry ) {
paymentInfo.Comment1 = !string.IsNullOrWhiteSpace(GetAttributeValue( "PaymentComment" )) ? string.Format("{0}: {1}", GetAttributeValue( "PaymentComment" ), txtCommentEntry.Text ) : txtCommentEntry.Text;
}
else
{
paymentInfo.Comment1 = GetAttributeValue( "PaymentComment" );
}
PaymentSchedule schedule = GetSchedule();
if ( schedule != null )
{
schedule.PersonId = person.Id;
var scheduledTransaction = gateway.AddScheduledPayment( financialGateway, schedule, paymentInfo, out errorMessage );
if ( scheduledTransaction != null )
{
scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
scheduledTransaction.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
scheduledTransaction.FinancialGatewayId = financialGateway.Id;
if ( scheduledTransaction.FinancialPaymentDetail == null )
{
scheduledTransaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
scheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext );
var changeSummary = new StringBuilder();
changeSummary.AppendFormat( "{0} starting {1}", schedule.TransactionFrequencyValue.Value, schedule.StartDate.ToShortDateString() );
changeSummary.AppendLine();
changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
if ( paymentInfo.CreditCardTypeValue != null )
{
changeSummary.AppendFormat( " - {0}", paymentInfo.CreditCardTypeValue.Value );
}
changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
changeSummary.AppendLine();
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialScheduledTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
changeSummary.AppendFormat( "{0}: {1}", account.Name, account.Amount.FormatAsCurrency() );
changeSummary.AppendLine();
}
var transactionService = new FinancialScheduledTransactionService( rockContext );
transactionService.Add( scheduledTransaction );
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 = "Created Transaction";
note.Text = changeSummary.ToString();
noteService.Add( note );
}
rockContext.SaveChanges();
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
}
else
{
return false;
}
}
else
{
var transaction = gateway.Charge( financialGateway, paymentInfo, out errorMessage );
if ( transaction != null )
{
var txnChanges = new List<string>();
txnChanges.Add( "Created Transaction" );
History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );
transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
History.EvaluateChange( txnChanges, "Person", string.Empty, person.FullName );
transaction.TransactionDateTime = RockDateTime.Now;
History.EvaluateChange( txnChanges, "Date/Time", null, transaction.TransactionDateTime );
transaction.FinancialGatewayId = financialGateway.Id;
History.EvaluateChange( txnChanges, "Gateway", string.Empty, financialGateway.Name );
var txnType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ) );
transaction.TransactionTypeValueId = txnType.Id;
History.EvaluateChange( txnChanges, "Type", string.Empty, txnType.Value );
if ( transaction.FinancialPaymentDetail == null )
{
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
transaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext, txnChanges );
Guid sourceGuid = Guid.Empty;
if ( Guid.TryParse( GetAttributeValue( "Source" ), out sourceGuid ) )
{
var source = DefinedValueCache.Read( sourceGuid );
if ( source != null )
{
transaction.SourceTypeValueId = source.Id;
History.EvaluateChange( txnChanges, "Source", string.Empty, source.Value );
}
}
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
transaction.TransactionDetails.Add( transactionDetail );
History.EvaluateChange( txnChanges, account.Name, 0.0M.FormatAsCurrency(), transactionDetail.Amount.FormatAsCurrency() );
}
var batchService = new FinancialBatchService( rockContext );
// Get the batch
var batch = batchService.Get(
GetAttributeValue( "BatchNamePrefix" ),
paymentInfo.CurrencyTypeValue,
paymentInfo.CreditCardTypeValue,
transaction.TransactionDateTime.Value,
financialGateway.GetBatchTimeOffset() );
var batchChanges = new List<string>();
if ( batch.Id == 0 )
{
batchChanges.Add( "Generated the batch" );
History.EvaluateChange( batchChanges, "Batch Name", string.Empty, batch.Name );
History.EvaluateChange( batchChanges, "Status", null, batch.Status );
History.EvaluateChange( batchChanges, "Start Date/Time", null, batch.BatchStartDateTime );
History.EvaluateChange( batchChanges, "End Date/Time", null, batch.BatchEndDateTime );
}
decimal newControlAmount = batch.ControlAmount + transaction.TotalAmount;
History.EvaluateChange( batchChanges, "Control Amount", batch.ControlAmount.FormatAsCurrency(), newControlAmount.FormatAsCurrency() );
batch.ControlAmount = newControlAmount;
transaction.BatchId = batch.Id;
batch.Transactions.Add( transaction );
rockContext.SaveChanges();
HistoryService.SaveChanges(
rockContext,
typeof( FinancialBatch ),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
batchChanges
);
HistoryService.SaveChanges(
rockContext,
typeof( FinancialBatch ),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
batch.Id,
txnChanges,
person.FullName,
typeof( FinancialTransaction ),
transaction.Id
);
SendReceipt( transaction.Id );
TransactionCode = transaction.TransactionCode;
}
else
{
return false;
}
}
tdTransactionCodeReceipt.Description = TransactionCode;
tdTransactionCodeReceipt.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
tdNameReceipt.Description = paymentInfo.FullName;
tdPhoneReceipt.Description = paymentInfo.Phone;
tdEmailReceipt.Description = paymentInfo.Email;
tdAddressReceipt.Description = string.Format( "{0} {1}, {2} {3}", paymentInfo.Street1, paymentInfo.City, paymentInfo.State, paymentInfo.PostalCode );
rptAccountListReceipt.DataSource = SelectedAccounts.Where( a => a.Amount != 0 );
rptAccountListReceipt.DataBind();
tdTotalReceipt.Description = paymentInfo.Amount.ToString( "C" );
tdPaymentMethodReceipt.Description = paymentInfo.CurrencyTypeValue.Description;
tdAccountNumberReceipt.Description = paymentInfo.MaskedNumber;
tdWhenReceipt.Description = schedule != null ? schedule.ToString() : "Today";
// If there was a transaction code returned and this was not already created from a previous saved account,
// show the option to save the account.
if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) && gateway.SupportsSavedAccount( paymentInfo.CurrencyTypeValue ) )
{
cbSaveAccount.Visible = true;
pnlSaveAccount.Visible = true;
txtSaveAccount.Visible = true;
// If current person does not have a login, have them create a username and password
phCreateLogin.Visible = !new UserLoginService( rockContext ).GetByPersonId( person.Id ).Any();
}
else
{
pnlSaveAccount.Visible = false;
}
return true;
}
else
{
pnlDupWarning.Visible = true;
divActions.Visible = false;
errorMessage = string.Empty;
return false;
}
}
/// <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.Get( ScheduledTransactionId.Value );
}
if ( scheduledTransaction == null )
{
errorMessage = "There was a problem getting the transaction information";
return false;
}
if ( scheduledTransaction.AuthorizedPerson == 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 ( paymentInfo.CurrencyTypeValue != null )
{
changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
scheduledTransaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
DefinedValueCache creditCardTypeValue = paymentInfo.CreditCardTypeValue;
if ( creditCardTypeValue != null )
{
changeSummary.AppendFormat( " - {0}", creditCardTypeValue.Value );
scheduledTransaction.CreditCardTypeValueId = creditCardTypeValue.Id;
}
else
{
scheduledTransaction.CreditCardTypeValueId = null;
}
changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
changeSummary.AppendLine();
}
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 )
{
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:C2}", account.Name, account.Amount );
changeSummary.AppendLine();
}
rockContext.SaveChanges();
// Add a note about the change
var noteTypeService = new NoteTypeService( rockContext );
var noteType = noteTypeService.Get( scheduledTransaction.TypeId, "Note" );
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;
}
}
private void SaveScheduledTransaction( FinancialGateway financialGateway, GatewayComponent gateway, Person person, PaymentInfo paymentInfo, PaymentSchedule schedule, FinancialScheduledTransaction scheduledTransaction, RockContext rockContext )
{
scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
scheduledTransaction.StartDate = schedule.StartDate;
scheduledTransaction.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
scheduledTransaction.FinancialGatewayId = financialGateway.Id;
if ( scheduledTransaction.FinancialPaymentDetail == null )
{
scheduledTransaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
scheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext );
Guid sourceGuid = Guid.Empty;
if ( Guid.TryParse( GetAttributeValue( "Source" ), out sourceGuid ) )
{
var source = DefinedValueCache.Read( sourceGuid );
if ( source != null )
{
scheduledTransaction.SourceTypeValueId = source.Id;
}
}
var changeSummary = new StringBuilder();
changeSummary.AppendFormat( "{0} starting {1}", schedule.TransactionFrequencyValue.Value, schedule.StartDate.ToShortDateString() );
changeSummary.AppendLine();
changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
if ( paymentInfo.CreditCardTypeValue != null )
{
changeSummary.AppendFormat( " - {0}", paymentInfo.CreditCardTypeValue.Value );
}
changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
changeSummary.AppendLine();
foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
{
var transactionDetail = new FinancialScheduledTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
changeSummary.AppendFormat( "{0}: {1}", account.Name, account.Amount.FormatAsCurrency() );
changeSummary.AppendLine();
}
if ( !string.IsNullOrWhiteSpace( paymentInfo.Comment1 ) )
{
changeSummary.Append( paymentInfo.Comment1 );
changeSummary.AppendLine();
}
var transactionService = new FinancialScheduledTransactionService( rockContext );
transactionService.Add( scheduledTransaction );
rockContext.SaveChanges();
// If this is a transfer, now we can delete the old transaction
if ( _scheduledTransactionToBeTransferred != null )
{
DeleteOldTransaction( _scheduledTransactionToBeTransferred.Id );
}
// 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 = "Created Transaction";
note.Text = changeSummary.ToString();
noteService.Add( note );
}
rockContext.SaveChanges();
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
}
/// <summary>
/// Sets the account amount minus fee coverage textbox text.
/// </summary>
/// <param name="tbAccountAmount">The tb account amount.</param>
/// <param name="transactionDetail">The transaction detail.</param>
private void SetAccountAmountMinusFeeCoverageTextboxText(CurrencyBox tbAccountAmountMinusFeeCoverageAmount, FinancialScheduledTransactionDetail transactionDetail)
{
/* 2021-01-28 MDP
*
* FinancialScheduledTransactionDetail.Amount includes the FeeCoverageAmount.
* For example, if a person scheduled to gave $100.00 but elected to pay $1.80 to cover the fee.
* FinancialScheduledTransactionDetail.Amount would be stored as $101.80 and
* FinancialScheduledTransactionDetail.FeeCoverageAmount would be stored as $1.80.
*
* However, when the FinancialScheduledTransactionDetail.Amount is used in this EditBox,
* don't include the FinanciaFinancialScheduledTransactionDetaillTransactionDetail.FeeCoverageAmount.
* So in the above example, the Textbox would say $100.00
*
*/
var feeCoverageAmount = transactionDetail.FeeCoverageAmount;
var accountAmount = transactionDetail.Amount;
tbAccountAmountMinusFeeCoverageAmount.CurrencyCodeDefinedValueId = ForeignCurrencyDefinedValueId ?? 0;
if (feeCoverageAmount.HasValue)
{
tbAccountAmountMinusFeeCoverageAmount.Value = (accountAmount - feeCoverageAmount.Value);
}
else
{
tbAccountAmountMinusFeeCoverageAmount.Value = accountAmount;
}
}
