/// <summary>
/// Processes the payments and returns a summary in HTML format
/// </summary>
/// <param name="gateway">The gateway.</param>
/// <param name="batchNamePrefix">The batch name prefix.</param>
/// <param name="payments">The payments.</param>
/// <param name="batchUrlFormat">The batch URL format.</param>
/// <param name="receiptEmail">The receipt email.</param>
/// <param name="failedPaymentEmail">The failed payment email.</param>
/// <param name="failedPaymentWorkflowType">Type of the failed payment workflow.</param>
/// <param name="verboseLogging">If <c>true</c> then additional details will be logged.</param>
/// <returns></returns>
public static string ProcessPayments(FinancialGateway gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat,
Guid?receiptEmail, Guid?failedPaymentEmail, Guid?failedPaymentWorkflowType, bool verboseLogging)
{
int totalPayments = 0;
int totalAlreadyDownloaded = 0;
// If there is a payment without a transaction, but has one of the following status, don't report it as a 'unmatched' transaction.
// If they have one of these statuses, and can't be matched, the user probably closed the browser or walked away before completing the transaction.
string[] ignorableUnMatchedStatuses = new string[2] {
"in_progress", "abandoned"
};
List <Payment> paymentsWithoutTransaction = new List <Payment>();
int totalAdded = 0;
int totalReversals = 0;
int totalFailures = 0;
int totalStatusChanges = 0;
var batchSummary = new Dictionary <Guid, List <Decimal> >();
var newTransactionsForReceiptEmails = new List <FinancialTransaction>();
var failedPayments = new List <FinancialTransaction>();
var contributionTxnType = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid());
int?defaultAccountId = null;
using (var rockContext2 = new RockContext())
{
defaultAccountId = new FinancialAccountService(rockContext2).Queryable()
.Where(a =>
a.IsActive &&
!a.ParentAccountId.HasValue &&
(!a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now) &&
(!a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now)
)
.OrderBy(a => a.Order)
.Select(a => a.Id)
.FirstOrDefault();
}
var batchTxnChanges = new Dictionary <Guid, List <string> >();
var batchBatchChanges = new Dictionary <Guid, List <string> >();
var scheduledTransactionIds = new List <int>();
List <FinancialTransaction> transactionsWithAttributes = new List <FinancialTransaction>();
foreach (var payment in payments.Where(p => p.Amount > 0.0M))
{
using (var rockContext = new RockContext())
{
totalPayments++;
var financialTransactionService = new FinancialTransactionService(rockContext);
FinancialTransaction originalTxn = null;
List <FinancialTransaction> txns = null;
// Find existing payments with same transaction code as long as it is not blank.
if (payment.TransactionCode.IsNotNullOrWhiteSpace())
{
txns = financialTransactionService
.Queryable("TransactionDetails")
.Where(t =>
t.FinancialGatewayId.HasValue &&
t.FinancialGatewayId.Value == gateway.Id &&
t.TransactionCode == payment.TransactionCode)
.ToList();
originalTxn = txns.Any() ? txns.OrderBy(t => t.Id).First() : null;
}
FinancialScheduledTransaction scheduledTransaction = null;
// We don't want to match a blank schedule ID, so if we don't have one then scheduledTransaction will stay NULL
if (payment.GatewayScheduleId.IsNotNullOrWhiteSpace())
{
scheduledTransaction = new FinancialScheduledTransactionService(rockContext).GetByScheduleId(payment.GatewayScheduleId, gateway.Id);
}
// Calculate whether a transaction needs to be added
var txnAmount = CalculateTransactionAmount(payment, txns);
if (txnAmount != 0.0M || (payment.IsFailure && originalTxn == null && scheduledTransaction != null))
{
// Verify that the payment is for an existing scheduled transaction, or has the same transaction code as an existing payment
if (scheduledTransaction != null || originalTxn != null)
{
var transaction = new FinancialTransaction();
transaction.Guid = Guid.NewGuid();
transaction.TransactionCode = payment.TransactionCode;
transaction.TransactionDateTime = payment.TransactionDateTime;
transaction.Status = payment.Status;
transaction.IsSettled = payment.IsSettled;
transaction.SettledGroupId = payment.SettledGroupId;
transaction.SettledDate = payment.SettledDate;
transaction.StatusMessage = payment.StatusMessage;
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
if (payment.ForeignKey.IsNotNullOrWhiteSpace())
{
transaction.ForeignKey = payment.ForeignKey;
}
FinancialPaymentDetail financialPaymentDetail = null;
List <ITransactionDetail> originalTxnDetails = new List <ITransactionDetail>();
if (scheduledTransaction != null)
{
scheduledTransactionIds.Add(scheduledTransaction.Id);
if (payment.ScheduleActive.HasValue)
{
scheduledTransaction.IsActive = payment.ScheduleActive.Value;
}
transaction.ScheduledTransactionId = scheduledTransaction.Id;
transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = scheduledTransaction.SourceTypeValueId;
financialPaymentDetail = scheduledTransaction.FinancialPaymentDetail;
scheduledTransaction.ScheduledTransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
}
else
{
transaction.AuthorizedPersonAliasId = originalTxn.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = originalTxn.SourceTypeValueId;
financialPaymentDetail = originalTxn.FinancialPaymentDetail;
originalTxn.TransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
}
transaction.FinancialGatewayId = gateway.Id;
transaction.TransactionTypeValueId = contributionTxnType.Id;
if (txnAmount < 0.0M)
{
transaction.Summary = "Reversal created for previous transaction(s) to correct the total transaction amount." + Environment.NewLine;
}
// Set the attributes of the transaction
if (payment.Attributes != null && payment.Attributes.Count > 0)
{
transaction.LoadAttributes();
foreach (var attribute in payment.Attributes)
{
transaction.SetAttributeValue(attribute.Key, attribute.Value);
}
transactionsWithAttributes.Add(transaction);
}
var currencyTypeValue = payment.CurrencyTypeValue;
var creditCardTypevalue = payment.CreditCardTypeValue;
if (financialPaymentDetail != null)
{
if (currencyTypeValue == null && financialPaymentDetail.CurrencyTypeValueId.HasValue)
{
currencyTypeValue = DefinedValueCache.Get(financialPaymentDetail.CurrencyTypeValueId.Value);
}
if (creditCardTypevalue == null && financialPaymentDetail.CreditCardTypeValueId.HasValue)
{
creditCardTypevalue = DefinedValueCache.Get(financialPaymentDetail.CreditCardTypeValueId.Value);
}
transaction.FinancialPaymentDetail.AccountNumberMasked = financialPaymentDetail.AccountNumberMasked;
transaction.FinancialPaymentDetail.NameOnCard = financialPaymentDetail.NameOnCard;
transaction.FinancialPaymentDetail.ExpirationMonth = financialPaymentDetail.ExpirationMonth;
transaction.FinancialPaymentDetail.ExpirationYear = financialPaymentDetail.ExpirationYear;
transaction.FinancialPaymentDetail.BillingLocationId = financialPaymentDetail.BillingLocationId;
if (financialPaymentDetail.GatewayPersonIdentifier.IsNullOrWhiteSpace())
{
// if Rock doesn't have the GatewayPersonIdentifier, get it from the downloaded payment (if it has a value)
transaction.FinancialPaymentDetail.GatewayPersonIdentifier = payment.GatewayPersonIdentifier;
}
else
{
transaction.FinancialPaymentDetail.GatewayPersonIdentifier = financialPaymentDetail.GatewayPersonIdentifier;
}
transaction.FinancialPaymentDetail.FinancialPersonSavedAccountId = financialPaymentDetail.FinancialPersonSavedAccountId;
}
if (currencyTypeValue != null)
{
transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
}
if (creditCardTypevalue != null)
{
transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
}
// Try to allocate the amount of the transaction based on the current scheduled transaction accounts
decimal remainingAmount = Math.Abs(txnAmount);
foreach (var detail in originalTxnDetails.Where(d => d.Amount != 0.0M))
{
if (remainingAmount <= 0.0M)
{
// If there's no amount left, break out of details
break;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = detail.AccountId;
transactionDetail.EntityTypeId = detail.EntityTypeId;
transactionDetail.EntityId = detail.EntityId;
transactionDetail.FeeCoverageAmount = detail.FeeCoverageAmount;
if (detail.Amount <= remainingAmount)
{
// If the configured amount for this account is less than or equal to the remaining
// amount, allocate the configured amount
transactionDetail.Amount = detail.Amount;
remainingAmount -= detail.Amount;
}
else
{
// If the configured amount is greater than the remaining amount, only allocate
// the remaining amount
transaction.Summary += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
transactionDetail.Amount = remainingAmount;
transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
remainingAmount = 0.0M;
}
transaction.TransactionDetails.Add(transactionDetail);
}
// If there's still amount left after allocating based on current config, add the remainder
// to the account that was configured for the most amount
if (remainingAmount > 0.0M)
{
transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
var transactionDetail = transaction.TransactionDetails
.OrderByDescending(d => d.Amount)
.FirstOrDefault();
if (transactionDetail == null && defaultAccountId.HasValue)
{
transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = defaultAccountId.Value;
transaction.TransactionDetails.Add(transactionDetail);
}
if (transactionDetail != null)
{
transactionDetail.Amount += remainingAmount;
transactionDetail.Summary = "Note: Extra amount was applied to this account.";
}
}
// If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
if (txnAmount < 0.0M)
{
foreach (var txnDetail in transaction.TransactionDetails)
{
txnDetail.Amount = 0 - txnDetail.Amount;
}
}
// Get the batch
var batchService = new FinancialBatchService(rockContext);
var batch = batchService.Get(
batchNamePrefix,
string.Empty,
currencyTypeValue,
creditCardTypevalue,
transaction.TransactionDateTime.Value,
gateway.GetBatchTimeOffset(),
gateway.BatchDayOfWeek);
if (batch.Id == 0)
{
// get a batch Id
rockContext.SaveChanges();
}
transaction.BatchId = batch.Id;
financialTransactionService.Add(transaction);
batchService.IncrementControlAmount(batch.Id, transaction.TotalAmount, null);
if (receiptEmail.HasValue && txnAmount > 0.0M)
{
newTransactionsForReceiptEmails.Add(transaction);
}
if (
payment.IsFailure &&
(
(txnAmount == 0.0M && scheduledTransaction != null && originalTxn == null) ||
(txnAmount < 0.0M && originalTxn != null)
))
{
failedPayments.Add(transaction);
}
// Add summary
if (!batchSummary.ContainsKey(batch.Guid))
{
batchSummary.Add(batch.Guid, new List <Decimal>());
}
batchSummary[batch.Guid].Add(txnAmount);
totalAdded++;
if (txnAmount < 0.0M)
{
totalReversals++;
}
else if (txnAmount == 0.0M)
{
totalFailures++;
}
}
else
{
// If the payment can't be matched (and we aren't ignoring it due to its status), add it to the payment without a transactions that we'll report.
if (!ignorableUnMatchedStatuses.Contains(payment.Status, System.StringComparer.OrdinalIgnoreCase))
{
paymentsWithoutTransaction.Add(payment);
}
}
}
else
{
totalAlreadyDownloaded++;
}
if (txns != null)
{
foreach (var txn in txns
.Where(t =>
t.Status != payment.Status ||
t.StatusMessage != payment.StatusMessage ||
t.IsSettled != payment.IsSettled ||
t.SettledGroupId != payment.SettledGroupId ||
t.SettledDate != payment.SettledDate))
{
txn.IsSettled = payment.IsSettled;
txn.SettledGroupId = payment.SettledGroupId;
txn.SettledDate = payment.SettledDate;
txn.Status = payment.Status;
txn.StatusMessage = payment.StatusMessage;
totalStatusChanges++;
}
}
rockContext.SaveChanges();
}
}
if (transactionsWithAttributes.Count > 0)
{
foreach (var transaction in transactionsWithAttributes)
{
using (var rockContext3 = new RockContext())
{
transaction.SaveAttributeValues(rockContext3);
rockContext3.SaveChanges();
}
}
}
// Queue a transaction to update the status of all affected scheduled transactions
var updatePaymentStatusTxn = new UpdatePaymentStatusTransaction(gateway.Id, scheduledTransactionIds);
RockQueue.TransactionQueue.Enqueue(updatePaymentStatusTxn);
if (receiptEmail.HasValue && newTransactionsForReceiptEmails.Any())
{
// Queue a transaction to send receipts
var newTransactionIds = newTransactionsForReceiptEmails.Select(t => t.Id).ToList();
var sendPaymentReceiptsTxn = new SendPaymentReceipts(receiptEmail.Value, newTransactionIds);
RockQueue.TransactionQueue.Enqueue(sendPaymentReceiptsTxn);
}
// Queue transactions to launch failed payment workflow
if (failedPayments.Any())
{
if (failedPaymentEmail.HasValue)
{
// Queue a transaction to send payment failure
var newTransactionIds = failedPayments.Select(t => t.Id).ToList();
var sendPaymentFailureTxn = new SendPaymentReceipts(failedPaymentEmail.Value, newTransactionIds);
RockQueue.TransactionQueue.Enqueue(sendPaymentFailureTxn);
}
if (failedPaymentWorkflowType.HasValue)
{
// Queue a transaction to launch workflow
var workflowDetails = failedPayments.Select(p => new LaunchWorkflowDetails(p)).ToList();
var launchWorkflowsTxn = new LaunchWorkflowsTransaction(failedPaymentWorkflowType.Value, workflowDetails);
RockQueue.TransactionQueue.Enqueue(launchWorkflowsTxn);
}
}
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0} {1} downloaded.</li>", totalPayments.ToString("N0"),
(totalPayments == 1 ? "payment" : "payments"));
if (totalAlreadyDownloaded > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString("N0"),
(totalAlreadyDownloaded == 1 ? "payment was" : "payments were"),
(totalAlreadyDownloaded == 1 ? "has" : "have"));
}
if (totalStatusChanges > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString("N0"),
(totalStatusChanges == 1 ? "payment was" : "payments were"));
}
if (paymentsWithoutTransaction.Any())
{
var scheduledPaymentList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNotNullOrWhiteSpace()).Select(a => a.GatewayScheduleId).ToList();
if (scheduledPaymentList.Any())
{
if (verboseLogging)
{
sb.Append($@"<li>The following {scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile:
<pre>{scheduledPaymentList.AsDelimited( "\n" )}</pre>
</li>");
}
else
{
sb.Append($"<li>{scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile.</li>");
}
}
var previousTransactionList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNullOrWhiteSpace()).Select(a => a.TransactionCode).ToList();
if (previousTransactionList.Any())
{
if (verboseLogging)
{
sb.Append($@"<li>The following {previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction:
<pre>{previousTransactionList.AsDelimited( "\n" )}</pre>
</li>");
}
else
{
sb.Append($"<li>{previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction.</li>");
}
}
}
sb.AppendFormat("<li>{0} {1} added.</li>", totalAdded.ToString("N0"),
(totalAdded == 1 ? "new payment was" : "new payments were"));
if (totalReversals > 0)
{
sb.AppendFormat("<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString("N0"),
(totalReversals == 1 ? "payment was" : "payments were"));
}
if (totalFailures > 0)
{
sb.AppendFormat("<li>{0} {1} recorded as a failed transaction.</li>", totalFailures.ToString("N0"),
(totalFailures == 1 ? "payment was" : "payments were"));
}
using (var rockContext = new RockContext())
{
var batches = new FinancialBatchService(rockContext)
.Queryable().AsNoTracking()
.Where(b => batchSummary.Keys.Contains(b.Guid))
.ToList();
foreach (var batchItem in batchSummary)
{
int items = batchItem.Value.Count;
if (items > 0)
{
var batch = batches
.Where(b => b.Guid.Equals(batchItem.Key))
.FirstOrDefault();
string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
if (!string.IsNullOrWhiteSpace(batchUrlFormat))
{
batchName = string.Format("<a href='{0}'>{1}</a>", string.Format(batchUrlFormat, batch.Id), batchName);
}
decimal sum = batchItem.Value.Sum();
string summaryformat = items == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat(summaryformat, items.ToString("N0"), sum.FormatAsCurrency(), batchName);
}
}
}
return(sb.ToString());
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var txnService = new FinancialTransactionService( rockContext );
var txnDetailService = new FinancialTransactionDetailService( rockContext );
var txnImageService = new FinancialTransactionImageService( rockContext );
var binaryFileService = new BinaryFileService( rockContext );
FinancialTransaction txn = null;
int? txnId = hfTransactionId.Value.AsIntegerOrNull();
int? batchId = hfBatchId.Value.AsIntegerOrNull();
if ( txnId.HasValue )
{
txn = txnService.Get( txnId.Value );
}
if ( txn == null )
{
txn = new FinancialTransaction();
txnService.Add( txn );
txn.BatchId = batchId;
}
if ( txn != null )
{
if ( ppAuthorizedPerson.PersonId.HasValue )
{
txn.AuthorizedPersonAliasId = ppAuthorizedPerson.PersonAliasId;
}
txn.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
txn.TransactionTypeValueId = ddlTransactionType.SelectedValue.AsInteger();
txn.SourceTypeValueId = ddlSourceType.SelectedValueAsInt();
Guid? gatewayGuid = cpPaymentGateway.SelectedValueAsGuid();
if ( gatewayGuid.HasValue )
{
var gatewayEntity = EntityTypeCache.Read( gatewayGuid.Value );
if ( gatewayEntity != null )
{
txn.GatewayEntityTypeId = gatewayEntity.Id;
}
else
{
txn.GatewayEntityTypeId = null;
}
}
else
{
txn.GatewayEntityTypeId = null;
}
txn.TransactionCode = tbTransactionCode.Text;
txn.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
txn.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();
txn.Summary = tbSummary.Text;
if ( !Page.IsValid || !txn.IsValid )
{
return;
}
foreach ( var txnDetail in TransactionDetailsState )
{
if ( !txnDetail.IsValid )
{
return;
}
}
rockContext.WrapTransaction( () =>
{
// Save the transaction
rockContext.SaveChanges();
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select( d => d.Guid ).Contains( txnDetail.Guid )
select txnDetail;
deletedDetails.ToList().ForEach( txnDetail =>
{
txnDetailService.Delete( txnDetail );
} );
rockContext.SaveChanges();
// Save Transaction Details
foreach ( var editorTxnDetail in TransactionDetailsState )
{
// Add or Update the activity type
var txnDetail = txn.TransactionDetails.FirstOrDefault( d => d.Guid.Equals( editorTxnDetail.Guid ) );
if ( txnDetail == null )
{
txnDetail = new FinancialTransactionDetail();
txnDetail.Guid = editorTxnDetail.Guid;
txn.TransactionDetails.Add( txnDetail );
}
txnDetail.AccountId = editorTxnDetail.AccountId;
txnDetail.Amount = UseSimpleAccountMode ? tbSingleAccountAmount.Text.AsDecimal() : editorTxnDetail.Amount;
txnDetail.Summary = editorTxnDetail.Summary;
}
rockContext.SaveChanges();
// Delete any transaction images that were removed
var orphanedBinaryFileIds = new List<int>();
var txnImagesInDB = txnImageService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
foreach ( var txnImage in txnImagesInDB.Where( i => !TransactionImagesState.Contains( i.BinaryFileId ) ) )
{
orphanedBinaryFileIds.Add( txnImage.BinaryFileId );
txnImageService.Delete( txnImage );
}
// Save Transaction Images
int imageOrder = 0;
foreach ( var binaryFileId in TransactionImagesState )
{
// Add or Update the activity type
var txnImage = txnImagesInDB.FirstOrDefault( i => i.BinaryFileId == binaryFileId );
if ( txnImage == null )
{
txnImage = new FinancialTransactionImage();
txnImage.TransactionId = txn.Id;
txn.Images.Add( txnImage );
}
txnImage.BinaryFileId = binaryFileId;
txnImage.Order = imageOrder;
imageOrder++;
}
rockContext.SaveChanges();
// Make sure updated binary files are not temporary
foreach ( var binaryFile in binaryFileService.Queryable().Where( f => TransactionImagesState.Contains( f.Id ) ) )
{
binaryFile.IsTemporary = false;
}
// Delete any orphaned images
foreach ( var binaryFile in binaryFileService.Queryable().Where( f => orphanedBinaryFileIds.Contains( f.Id ) ) )
{
binaryFileService.Delete( binaryFile );
}
rockContext.SaveChanges();
} );
// Save selected options to session state in order to prefill values for next added txn
Session["NewTxnDefault_BatchId"] = txn.BatchId;
Session["NewTxnDefault_TransactionDateTime"] = txn.TransactionDateTime;
Session["NewTxnDefault_TransactionType"] = txn.TransactionTypeValueId;
Session["NewTxnDefault_SourceType"] = txn.SourceTypeValueId;
Session["NewTxnDefault_CurrencyType"] = txn.CurrencyTypeValueId;
Session["NewTxnDefault_CreditCardType"] = txn.CreditCardTypeValueId;
if ( TransactionDetailsState.Count() == 1 )
{
Session["NewTxnDefault_Account"] = TransactionDetailsState.First().AccountId;
}
else
{
Session.Remove("NewTxnDefault_Account");
}
// Requery the batch to support EF navigation properties
var savedTxn = GetTransaction( txn.Id );
ShowReadOnlyDetails( savedTxn );
}
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var txnService = new FinancialTransactionService( rockContext );
var txnDetailService = new FinancialTransactionDetailService( rockContext );
var txnImageService = new FinancialTransactionImageService( rockContext );
var binaryFileService = new BinaryFileService( rockContext );
FinancialTransaction txn = null;
int? txnId = hfTransactionId.Value.AsIntegerOrNull();
int? batchId = hfBatchId.Value.AsIntegerOrNull();
if ( txnId.HasValue )
{
txn = txnService.Get( txnId.Value );
}
if ( txn == null && batchId.HasValue )
{
txn = new FinancialTransaction();
txnService.Add( txn );
txn.BatchId = batchId.Value;
}
if ( txn != null )
{
txn.AuthorizedPersonId = ppAuthorizedPerson.PersonId;
txn.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
txn.TransactionTypeValueId = ddlTransactionType.SelectedValue.AsInteger();
txn.SourceTypeValueId = ddlSourceType.SelectedValueAsInt();
Guid? gatewayGuid = cpPaymentGateway.SelectedValueAsGuid();
if ( gatewayGuid.HasValue )
{
var gatewayEntity = EntityTypeCache.Read( gatewayGuid.Value );
if ( gatewayEntity != null )
{
txn.GatewayEntityTypeId = gatewayEntity.Id;
}
else
{
txn.GatewayEntityTypeId = null;
}
}
else
{
txn.GatewayEntityTypeId = null;
}
txn.TransactionCode = tbTransactionCode.Text;
txn.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
txn.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();
txn.Summary = tbSummary.Text;
if ( !Page.IsValid || !txn.IsValid )
{
return;
}
foreach ( var txnDetail in TransactionDetailsState )
{
if ( !txnDetail.IsValid )
{
return;
}
}
foreach ( var txnImage in TransactionImagesState )
{
if ( !txnImage.IsValid )
{
return;
}
}
rockContext.WrapTransaction( () =>
{
// Save the transaction
rockContext.SaveChanges();
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select( d => d.Guid ).Contains( txnDetail.Guid )
select txnDetail;
deletedDetails.ToList().ForEach( txnDetail =>
{
txnDetailService.Delete( txnDetail );
} );
rockContext.SaveChanges();
// Save Transaction Details
foreach ( var editorTxnDetail in TransactionDetailsState )
{
// Add or Update the activity type
var txnDetail = txn.TransactionDetails.FirstOrDefault( d => d.Guid.Equals( editorTxnDetail.Guid ) );
if ( txnDetail == null )
{
txnDetail = new FinancialTransactionDetail();
txnDetail.Guid = editorTxnDetail.Guid;
txn.TransactionDetails.Add( txnDetail );
}
txnDetail.AccountId = editorTxnDetail.AccountId;
txnDetail.Amount = editorTxnDetail.Amount;
txnDetail.Summary = editorTxnDetail.Summary;
}
rockContext.SaveChanges();
// Remove any images that do not have a binary file
foreach ( var txnImage in TransactionImagesState.Where( i => i.BinaryFileId == 0 ).ToList() )
{
TransactionImagesState.Remove( txnImage );
}
// Delete any transaction images that were removed
var txnImagesInDB = txnImageService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
var deletedImages = from txnImage in txnImagesInDB
where !TransactionImagesState.Select( d => d.Guid ).Contains( txnImage.Guid )
select txnImage;
deletedImages.ToList().ForEach( txnImage =>
{
txnImageService.Delete( txnImage );
} );
rockContext.SaveChanges();
// Save Transaction Images
foreach ( var editorTxnImage in TransactionImagesState )
{
// Add or Update the activity type
var txnImage = txn.Images.FirstOrDefault( d => d.Guid.Equals( editorTxnImage.Guid ) );
if ( txnImage == null )
{
txnImage = new FinancialTransactionImage();
txnImage.Guid = editorTxnImage.Guid;
txn.Images.Add( txnImage );
}
txnImage.BinaryFileId = editorTxnImage.BinaryFileId;
txnImage.TransactionImageTypeValueId = editorTxnImage.TransactionImageTypeValueId;
}
rockContext.SaveChanges();
// Make sure updated binary files are not temporary
var savedBinaryFileIds = txn.Images.Select( i => i.BinaryFileId ).ToList();
foreach ( var binaryFile in binaryFileService.Queryable().Where( f => savedBinaryFileIds.Contains( f.Id ) ) )
{
binaryFile.IsTemporary = false;
}
// Delete any orphaned images
var orphanedBinaryFileIds = BinaryFileIds.Where( f => !savedBinaryFileIds.Contains( f ) );
foreach ( var binaryFile in binaryFileService.Queryable().Where( f => orphanedBinaryFileIds.Contains( f.Id ) ) )
{
binaryFileService.Delete( binaryFile );
}
rockContext.SaveChanges();
} );
// Requery the batch to support EF navigation properties
var savedTxn = GetTransaction( txn.Id );
ShowReadOnlyDetails( savedTxn );
}
}
/// <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>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var txnService = new FinancialTransactionService( rockContext );
var txnDetailService = new FinancialTransactionDetailService( rockContext );
var txnImageService = new FinancialTransactionImageService( rockContext );
var binaryFileService = new BinaryFileService( rockContext );
FinancialTransaction txn = null;
int? txnId = hfTransactionId.Value.AsIntegerOrNull();
int? batchId = hfBatchId.Value.AsIntegerOrNull();
var changes = new List<string>();
if ( txnId.HasValue )
{
txn = txnService.Get( txnId.Value );
}
if ( txn == null )
{
txn = new FinancialTransaction();
txnService.Add( txn );
txn.BatchId = batchId;
changes.Add( "Created transaction" );
}
if ( txn != null )
{
if ( txn.FinancialPaymentDetail == null )
{
txn.FinancialPaymentDetail = new FinancialPaymentDetail();
}
string newPerson = ppAuthorizedPerson.PersonName;
if ( batchId.HasValue )
{
if ( !txn.AuthorizedPersonAliasId.Equals( ppAuthorizedPerson.PersonAliasId ) )
{
string prevPerson = ( txn.AuthorizedPersonAlias != null && txn.AuthorizedPersonAlias.Person != null ) ?
txn.AuthorizedPersonAlias.Person.FullName : string.Empty;
History.EvaluateChange( changes, "Person", prevPerson, newPerson );
}
History.EvaluateChange( changes, "Date/Time", txn.TransactionDateTime, dtTransactionDateTime.SelectedDateTime );
History.EvaluateChange( changes, "Type", GetDefinedValue( txn.TransactionTypeValueId ), GetDefinedValue( ddlTransactionType.SelectedValue.AsInteger() ) );
History.EvaluateChange( changes, "Source", GetDefinedValue( txn.SourceTypeValueId ), GetDefinedValue( ddlSourceType.SelectedValueAsInt() ) );
if ( !txn.FinancialGatewayId.Equals( gpPaymentGateway.SelectedValueAsInt() ) )
{
History.EvaluateChange( changes, "Gateway", GetFinancialGatewayName( txn.FinancialGatewayId, rockContext ), GetFinancialGatewayName( gpPaymentGateway.SelectedValueAsInt(), rockContext ) );
}
History.EvaluateChange( changes, "Transaction Code", txn.TransactionCode, tbTransactionCode.Text );
History.EvaluateChange( changes, "Currency Type", GetDefinedValue( txn.FinancialPaymentDetail.CurrencyTypeValueId ), GetDefinedValue( ddlCurrencyType.SelectedValueAsInt() ) );
History.EvaluateChange( changes, "Credit Card Type", GetDefinedValue( txn.FinancialPaymentDetail.CreditCardTypeValueId ), GetDefinedValue( ddlCreditCardType.SelectedValueAsInt() ) );
History.EvaluateChange( changes, "Summary", txn.Summary, tbSummary.Text );
History.EvaluateChange( changes, "Is Refund", ( txn.RefundDetails != null ), cbIsRefund.Checked );
}
txn.AuthorizedPersonAliasId = ppAuthorizedPerson.PersonAliasId;
txn.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
txn.TransactionTypeValueId = ddlTransactionType.SelectedValue.AsInteger();
txn.SourceTypeValueId = ddlSourceType.SelectedValueAsInt();
txn.FinancialGatewayId = gpPaymentGateway.SelectedValueAsInt();
txn.TransactionCode = tbTransactionCode.Text;
txn.FinancialPaymentDetail.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
txn.FinancialPaymentDetail.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();
txn.Summary = tbSummary.Text;
decimal totalAmount = TransactionDetailsState.Select( d => d.Amount ).ToList().Sum();
if ( cbIsRefund.Checked && totalAmount > 0 )
{
nbErrorMessage.Title = "Incorrect Refund Amount";
nbErrorMessage.Text = "<p>A refund should have a negative amount. Please unselect the refund option, or change amounts to be negative values.</p>";
nbErrorMessage.Visible = true;
return;
}
if ( cbIsRefund.Checked )
{
if ( txn.RefundDetails != null )
{
txn.RefundDetails = new FinancialTransactionRefund();
}
txn.RefundDetails.RefundReasonValueId = ddlRefundReasonEdit.SelectedValueAsId();
txn.RefundDetails.RefundReasonSummary = tbRefundSummaryEdit.Text;
}
if ( !Page.IsValid || !txn.IsValid )
{
return;
}
foreach ( var txnDetail in TransactionDetailsState )
{
if ( !txnDetail.IsValid )
{
return;
}
}
rockContext.WrapTransaction( () =>
{
// Save the transaction
rockContext.SaveChanges();
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select( d => d.Guid ).Contains( txnDetail.Guid )
select txnDetail;
deletedDetails.ToList().ForEach( txnDetail =>
{
if ( batchId.HasValue )
{
History.EvaluateChange( changes, txnDetail.Account != null ? txnDetail.Account.Name : "Unknown", txnDetail.Amount.FormatAsCurrency(), string.Empty );
}
txnDetailService.Delete( txnDetail );
} );
// Save Transaction Details
foreach ( var editorTxnDetail in TransactionDetailsState )
{
string oldAccountName = string.Empty;
string newAccountName = string.Empty;
decimal oldAmount = 0.0M;
decimal newAmount = 0.0M;
// Add or Update the activity type
var txnDetail = txn.TransactionDetails.FirstOrDefault( d => d.Guid.Equals( editorTxnDetail.Guid ) );
if ( txnDetail != null )
{
oldAccountName = AccountName( txnDetail.AccountId );
oldAmount = txnDetail.Amount;
}
else
{
txnDetail = new FinancialTransactionDetail();
txnDetail.Guid = editorTxnDetail.Guid;
txn.TransactionDetails.Add( txnDetail );
}
newAccountName = AccountName( editorTxnDetail.AccountId );
newAmount = UseSimpleAccountMode ? tbSingleAccountAmount.Text.AsDecimal() : editorTxnDetail.Amount;
if ( batchId.HasValue )
{
if ( string.IsNullOrWhiteSpace(oldAccountName) )
{
History.EvaluateChange( changes, newAccountName, string.Empty, newAmount.FormatAsCurrency() );
}
else
{
if ( oldAccountName == newAccountName )
{
if ( oldAmount != newAmount )
{
History.EvaluateChange( changes, oldAccountName, oldAmount.FormatAsCurrency(), newAmount.FormatAsCurrency() );
}
}
else
{
History.EvaluateChange( changes, oldAccountName, oldAmount.FormatAsCurrency(), string.Empty );
History.EvaluateChange( changes, newAccountName, string.Empty, newAmount.FormatAsCurrency() );
}
}
}
txnDetail.AccountId = editorTxnDetail.AccountId;
txnDetail.Amount = newAmount;
txnDetail.Summary = editorTxnDetail.Summary;
if ( editorTxnDetail.AttributeValues != null )
{
txnDetail.LoadAttributes();
txnDetail.AttributeValues = editorTxnDetail.AttributeValues;
rockContext.SaveChanges();
txnDetail.SaveAttributeValues( rockContext );
}
}
// Delete any transaction images that were removed
var orphanedBinaryFileIds = new List<int>();
var txnImagesInDB = txnImageService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
foreach ( var txnImage in txnImagesInDB.Where( i => !TransactionImagesState.Contains( i.BinaryFileId ) ) )
{
changes.Add( "Removed Image" );
orphanedBinaryFileIds.Add( txnImage.BinaryFileId );
txnImageService.Delete( txnImage );
}
// Save Transaction Images
int imageOrder = 0;
foreach ( var binaryFileId in TransactionImagesState )
{
// Add or Update the activity type
var txnImage = txnImagesInDB.FirstOrDefault( i => i.BinaryFileId == binaryFileId );
if ( txnImage == null )
{
changes.Add( "Added Image" );
txnImage = new FinancialTransactionImage();
txnImage.TransactionId = txn.Id;
txn.Images.Add( txnImage );
}
else
{
if ( txnImage.BinaryFileId != binaryFileId )
{
changes.Add( "Updated Image" );
}
}
txnImage.BinaryFileId = binaryFileId;
txnImage.Order = imageOrder;
imageOrder++;
}
rockContext.SaveChanges();
// Make sure updated binary files are not temporary
foreach ( var binaryFile in binaryFileService.Queryable().Where( f => TransactionImagesState.Contains( f.Id ) ) )
{
binaryFile.IsTemporary = false;
}
// Delete any orphaned images
foreach ( var binaryFile in binaryFileService.Queryable().Where( f => orphanedBinaryFileIds.Contains( f.Id ) ) )
{
binaryFileService.Delete( binaryFile );
}
// Update any attributes
txn.LoadAttributes(rockContext);
txn.FinancialPaymentDetail.LoadAttributes(rockContext);
Helper.GetEditValues(phAttributeEdits, txn);
Helper.GetEditValues(phPaymentAttributeEdits, txn.FinancialPaymentDetail);
// If the transaction is associated with a batch, update that batch's history
if ( batchId.HasValue )
{
HistoryService.SaveChanges(
rockContext,
typeof( FinancialBatch ),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
batchId.Value,
changes,
!string.IsNullOrWhiteSpace( newPerson ) ? newPerson : string.Format( "Transaction Id:{0}", txn.Id ),
typeof( FinancialTransaction ),
txn.Id
);
}
rockContext.SaveChanges();
txn.SaveAttributeValues(rockContext);
txn.FinancialPaymentDetail.SaveAttributeValues(rockContext);
} );
// Save selected options to session state in order to prefill values for next added txn
Session["NewTxnDefault_BatchId"] = txn.BatchId;
Session["NewTxnDefault_TransactionDateTime"] = txn.TransactionDateTime;
Session["NewTxnDefault_TransactionType"] = txn.TransactionTypeValueId;
Session["NewTxnDefault_SourceType"] = txn.SourceTypeValueId;
Session["NewTxnDefault_CurrencyType"] = txn.FinancialPaymentDetail.CurrencyTypeValueId;
Session["NewTxnDefault_CreditCardType"] = txn.FinancialPaymentDetail.CreditCardTypeValueId;
if ( TransactionDetailsState.Count() == 1 )
{
Session["NewTxnDefault_Account"] = TransactionDetailsState.First().AccountId;
}
else
{
Session.Remove("NewTxnDefault_Account");
}
// Requery the batch to support EF navigation properties
var savedTxn = GetTransaction( txn.Id );
if ( savedTxn != null )
{
savedTxn.LoadAttributes();
savedTxn.FinancialPaymentDetail.LoadAttributes();
ShowReadOnlyDetails( savedTxn );
}
}
}
/// <summary>
/// Handles the Click event of the btnSaveFinancialTransaction 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 lbSaveTransaction_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialTransactionService = new Rock.Model.FinancialTransactionService(rockContext);
Rock.Model.FinancialTransaction financialTransaction = null;
int financialTransactionId = !string.IsNullOrEmpty(hfIdTransValue.Value) ? int.Parse(hfIdTransValue.Value) : 0;
// null if not associated with a batch
int?batchId = hfBatchId.Value.AsInteger();
if (financialTransactionId == 0)
{
financialTransaction = new Rock.Model.FinancialTransaction();
financialTransactionService.Add(financialTransaction);
financialTransaction.BatchId = batchId;
}
else
{
financialTransaction = financialTransactionService.Get(financialTransactionId);
}
if (ppAuthorizedPerson.PersonId != null)
{
financialTransaction.AuthorizedPersonId = ppAuthorizedPerson.PersonId;
}
else
{
financialTransaction.AuthorizedPersonId = null;
}
if (ddlCurrencyType.SelectedItem.ToString() == "Credit Card")
{
financialTransaction.CreditCardTypeValueId = int.Parse(ddlCreditCardType.SelectedValue);
}
else
{
financialTransaction.CreditCardTypeValueId = null;
}
financialTransaction.CurrencyTypeValueId = int.Parse(ddlCurrencyType.SelectedValue);
if (!string.IsNullOrEmpty(ddlPaymentGateway.SelectedValue))
{
var gatewayEntity = Rock.Web.Cache.EntityTypeCache.Read(new Guid(ddlPaymentGateway.SelectedValue));
if (gatewayEntity != null)
{
financialTransaction.GatewayEntityTypeId = gatewayEntity.Id;
}
}
financialTransaction.SourceTypeValueId = int.Parse(ddlSourceType.SelectedValue);
financialTransaction.TransactionTypeValueId = int.Parse(ddlTransactionType.SelectedValue);
financialTransaction.Summary = tbSummary.Text;
financialTransaction.TransactionCode = tbTransactionCode.Text;
financialTransaction.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
rockContext.SaveChanges();
if (batchId != null)
{
Dictionary <string, string> qryString = new Dictionary <string, string>();
qryString["financialBatchid"] = hfBatchId.Value;
NavigateToParentPage(qryString);
}
else
{
NavigateToParentPage();
}
}
/// <summary>
/// Handles the Click event of the btnSaveFinancialTransaction 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 lbSaveTransaction_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var financialTransactionService = new Rock.Model.FinancialTransactionService( rockContext );
Rock.Model.FinancialTransaction financialTransaction = null;
int financialTransactionId = !string.IsNullOrEmpty( hfIdTransValue.Value ) ? int.Parse( hfIdTransValue.Value ) : 0;
// null if not associated with a batch
int? batchId = hfBatchId.Value.AsInteger();
if ( financialTransactionId == 0 )
{
financialTransaction = new Rock.Model.FinancialTransaction();
financialTransactionService.Add( financialTransaction );
financialTransaction.BatchId = batchId;
}
else
{
financialTransaction = financialTransactionService.Get( financialTransactionId );
}
if ( ppAuthorizedPerson.PersonId != null )
{
financialTransaction.AuthorizedPersonId = ppAuthorizedPerson.PersonId;
}
else
{
financialTransaction.AuthorizedPersonId = null;
}
if ( ddlCurrencyType.SelectedItem.ToString() == "Credit Card" )
{
financialTransaction.CreditCardTypeValueId = int.Parse( ddlCreditCardType.SelectedValue );
}
else
{
financialTransaction.CreditCardTypeValueId = null;
}
financialTransaction.CurrencyTypeValueId = int.Parse( ddlCurrencyType.SelectedValue );
if ( !string.IsNullOrEmpty( ddlPaymentGateway.SelectedValue ) )
{
var gatewayEntity = Rock.Web.Cache.EntityTypeCache.Read( new Guid( ddlPaymentGateway.SelectedValue ) );
if ( gatewayEntity != null )
{
financialTransaction.GatewayEntityTypeId = gatewayEntity.Id;
}
}
financialTransaction.SourceTypeValueId = int.Parse( ddlSourceType.SelectedValue );
financialTransaction.TransactionTypeValueId = int.Parse( ddlTransactionType.SelectedValue );
financialTransaction.Summary = tbSummary.Text;
financialTransaction.TransactionCode = tbTransactionCode.Text;
financialTransaction.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
rockContext.SaveChanges();
if ( batchId != null )
{
Dictionary<string, string> qryString = new Dictionary<string, string>();
qryString["financialBatchid"] = hfBatchId.Value;
NavigateToParentPage( qryString );
}
else
{
NavigateToParentPage();
}
}
/// <summary>
/// Processes the payments.
/// </summary>
/// <param name="gateway">The gateway.</param>
/// <param name="batchNamePrefix">The batch name prefix.</param>
/// <param name="payments">The payments.</param>
/// <param name="batchUrlFormat">The batch URL format.</param>
/// <param name="receiptEmail">The receipt email.</param>
/// <param name="failedPaymentEmail">The failed payment email.</param>
/// <param name="failedPaymentWorkflowType">Type of the failed payment workflow.</param>
/// <returns></returns>
public static string ProcessPayments(FinancialGateway gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat,
Guid?receiptEmail, Guid?failedPaymentEmail, Guid?failedPaymentWorkflowType)
{
int totalPayments = 0;
int totalAlreadyDownloaded = 0;
int totalNoMatchingTransaction = 0;
int totalAdded = 0;
int totalReversals = 0;
int totalFailures = 0;
int totalStatusChanges = 0;
var batchSummary = new Dictionary <Guid, List <Decimal> >();
var initialControlAmounts = new Dictionary <Guid, decimal>();
var gatewayComponent = gateway.GetGatewayComponent();
var newTransactions = new List <FinancialTransaction>();
var failedPayments = new List <FinancialTransaction>();
var contributionTxnType = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid());
int?defaultAccountId = null;
using (var rockContext2 = new RockContext())
{
defaultAccountId = new FinancialAccountService(rockContext2).Queryable()
.Where(a =>
a.IsActive &&
!a.ParentAccountId.HasValue &&
(!a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now) &&
(!a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now)
)
.OrderBy(a => a.Order)
.Select(a => a.Id)
.FirstOrDefault();
}
var batchTxnChanges = new Dictionary <Guid, List <string> >();
var batchBatchChanges = new Dictionary <Guid, List <string> >();
var scheduledTransactionIds = new List <int>();
List <FinancialTransaction> transactionsWithAttributes = new List <FinancialTransaction>();
foreach (var payment in payments.Where(p => p.Amount > 0.0M))
{
using (var rockContext = new RockContext())
{
totalPayments++;
var financialTransactionService = new FinancialTransactionService(rockContext);
// Find existing payments with same transaction code
FinancialTransaction originalTxn = null;
var txns = financialTransactionService
.Queryable("TransactionDetails")
.Where(t =>
t.FinancialGatewayId.HasValue &&
t.FinancialGatewayId.Value == gateway.Id &&
t.TransactionCode == payment.TransactionCode)
.ToList();
if (txns.Any())
{
originalTxn = txns.OrderBy(t => t.Id).First();
}
var scheduledTransaction = new FinancialScheduledTransactionService(rockContext).GetByScheduleId(payment.GatewayScheduleId, gateway.Id);
// Calculate whether a transaction needs to be added
var txnAmount = CalculateTransactionAmount(payment, txns);
if (txnAmount != 0.0M || (payment.IsFailure && originalTxn == null && scheduledTransaction != null))
{
// Verify that the payment is for an existing scheduled transaction, or has the same transaction code as an existing payment
if (scheduledTransaction != null || originalTxn != null)
{
var transaction = new FinancialTransaction();
transaction.Guid = Guid.NewGuid();
transaction.TransactionCode = payment.TransactionCode;
transaction.TransactionDateTime = payment.TransactionDateTime;
transaction.Status = payment.Status;
transaction.IsSettled = payment.IsSettled;
transaction.SettledGroupId = payment.SettledGroupId;
transaction.SettledDate = payment.SettledDate;
transaction.StatusMessage = payment.StatusMessage;
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
if (payment.ForeignKey.IsNotNullOrWhitespace())
{
transaction.ForeignKey = payment.ForeignKey;
}
FinancialPaymentDetail financialPaymentDetail = null;
List <ITransactionDetail> originalTxnDetails = new List <ITransactionDetail>();
if (scheduledTransaction != null)
{
scheduledTransactionIds.Add(scheduledTransaction.Id);
if (payment.ScheduleActive.HasValue)
{
scheduledTransaction.IsActive = payment.ScheduleActive.Value;
}
transaction.ScheduledTransactionId = scheduledTransaction.Id;
transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = scheduledTransaction.SourceTypeValueId;
financialPaymentDetail = scheduledTransaction.FinancialPaymentDetail;
scheduledTransaction.ScheduledTransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
}
else
{
transaction.AuthorizedPersonAliasId = originalTxn.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = originalTxn.SourceTypeValueId;
financialPaymentDetail = originalTxn.FinancialPaymentDetail;
originalTxn.TransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
}
transaction.FinancialGatewayId = gateway.Id;
transaction.TransactionTypeValueId = contributionTxnType.Id;
if (txnAmount < 0.0M)
{
transaction.Summary = "Reversal created for previous transaction(s) to correct the total transaction amount." + Environment.NewLine;
}
// Set the attributes of the transaction
if (payment.Attributes != null && payment.Attributes.Count > 0)
{
transaction.LoadAttributes();
foreach (var attribute in payment.Attributes)
{
transaction.SetAttributeValue(attribute.Key, attribute.Value);
}
transactionsWithAttributes.Add(transaction);
}
var currencyTypeValue = payment.CurrencyTypeValue;
var creditCardTypevalue = payment.CreditCardTypeValue;
if (financialPaymentDetail != null)
{
if (currencyTypeValue == null && financialPaymentDetail.CurrencyTypeValueId.HasValue)
{
currencyTypeValue = DefinedValueCache.Read(financialPaymentDetail.CurrencyTypeValueId.Value);
}
if (creditCardTypevalue == null && financialPaymentDetail.CreditCardTypeValueId.HasValue)
{
creditCardTypevalue = DefinedValueCache.Read(financialPaymentDetail.CreditCardTypeValueId.Value);
}
transaction.FinancialPaymentDetail.AccountNumberMasked = financialPaymentDetail.AccountNumberMasked;
transaction.FinancialPaymentDetail.NameOnCardEncrypted = financialPaymentDetail.NameOnCardEncrypted;
transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = financialPaymentDetail.ExpirationMonthEncrypted;
transaction.FinancialPaymentDetail.ExpirationYearEncrypted = financialPaymentDetail.ExpirationYearEncrypted;
transaction.FinancialPaymentDetail.BillingLocationId = financialPaymentDetail.BillingLocationId;
}
if (currencyTypeValue != null)
{
transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
}
if (creditCardTypevalue != null)
{
transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
}
// Try to allocate the amount of the transaction based on the current scheduled transaction accounts
decimal remainingAmount = Math.Abs(txnAmount);
foreach (var detail in originalTxnDetails.Where(d => d.Amount != 0.0M))
{
if (remainingAmount <= 0.0M)
{
// If there's no amount left, break out of details
break;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = detail.AccountId;
if (detail.Amount <= remainingAmount)
{
// If the configured amount for this account is less than or equal to the remaining
// amount, allocate the configured amount
transactionDetail.Amount = detail.Amount;
remainingAmount -= detail.Amount;
}
else
{
// If the configured amount is greater than the remaining amount, only allocate
// the remaining amount
transaction.Summary += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
transactionDetail.Amount = remainingAmount;
transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
remainingAmount = 0.0M;
}
transaction.TransactionDetails.Add(transactionDetail);
}
// If there's still amount left after allocating based on current config, add the remainder
// to the account that was configured for the most amount
if (remainingAmount > 0.0M)
{
transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
var transactionDetail = transaction.TransactionDetails
.OrderByDescending(d => d.Amount)
.FirstOrDefault();
if (transactionDetail == null && defaultAccountId.HasValue)
{
transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = defaultAccountId.Value;
transaction.TransactionDetails.Add(transactionDetail);
}
if (transactionDetail != null)
{
transactionDetail.Amount += remainingAmount;
transactionDetail.Summary = "Note: Extra amount was applied to this account.";
}
}
// If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
if (txnAmount < 0.0M)
{
foreach (var txnDetail in transaction.TransactionDetails)
{
txnDetail.Amount = 0 - txnDetail.Amount;
}
}
// Get the batch
var batch = new FinancialBatchService(rockContext).Get(
batchNamePrefix,
currencyTypeValue,
creditCardTypevalue,
transaction.TransactionDateTime.Value,
gateway.GetBatchTimeOffset());
var batchChanges = new List <string>();
if (batch.Id != 0)
{
initialControlAmounts.AddOrIgnore(batch.Guid, batch.ControlAmount);
transaction.BatchId = batch.Id;
financialTransactionService.Add(transaction);
}
else
{
batch.Transactions.Add(transaction);
}
batch.ControlAmount += transaction.TotalAmount;
batch.Transactions.Add(transaction);
if (receiptEmail.HasValue && txnAmount > 0.0M)
{
newTransactions.Add(transaction);
}
if (
payment.IsFailure &&
(
(txnAmount == 0.0M && scheduledTransaction != null && originalTxn == null) ||
(txnAmount < 0.0M && originalTxn != null)
))
{
failedPayments.Add(transaction);
}
// Add summary
if (!batchSummary.ContainsKey(batch.Guid))
{
batchSummary.Add(batch.Guid, new List <Decimal>());
}
batchSummary[batch.Guid].Add(txnAmount);
totalAdded++;
if (txnAmount < 0.0M)
{
totalReversals++;
}
else if (txnAmount == 0.0M)
{
totalFailures++;
}
}
else
{
totalNoMatchingTransaction++;
}
}
else
{
totalAlreadyDownloaded++;
}
foreach (var txn in txns
.Where(t =>
t.Status != payment.Status ||
t.StatusMessage != payment.StatusMessage ||
t.IsSettled != payment.IsSettled ||
t.SettledGroupId != payment.SettledGroupId ||
t.SettledDate != payment.SettledDate))
{
txn.IsSettled = payment.IsSettled;
txn.SettledGroupId = payment.SettledGroupId;
txn.SettledDate = payment.SettledDate;
txn.Status = payment.Status;
txn.StatusMessage = payment.StatusMessage;
totalStatusChanges++;
}
rockContext.SaveChanges();
}
}
if (transactionsWithAttributes.Count > 0)
{
foreach (var transaction in transactionsWithAttributes)
{
using (var rockContext3 = new RockContext())
{
transaction.SaveAttributeValues(rockContext3);
rockContext3.SaveChanges();
}
}
}
// Queue a transaction to update the status of all affected scheduled transactions
var updatePaymentStatusTxn = new Rock.Transactions.UpdatePaymentStatusTransaction(gateway.Id, scheduledTransactionIds);
Rock.Transactions.RockQueue.TransactionQueue.Enqueue(updatePaymentStatusTxn);
if (receiptEmail.HasValue && newTransactions.Any())
{
// Queue a transaction to send receipts
var newTransactionIds = newTransactions.Select(t => t.Id).ToList();
var sendPaymentReceiptsTxn = new Rock.Transactions.SendPaymentReceipts(receiptEmail.Value, newTransactionIds);
Rock.Transactions.RockQueue.TransactionQueue.Enqueue(sendPaymentReceiptsTxn);
}
// Queue transactions to launch failed payment workflow
if (failedPayments.Any())
{
if (failedPaymentEmail.HasValue)
{
// Queue a transaction to send payment failure
var newTransactionIds = failedPayments.Select(t => t.Id).ToList();
var sendPaymentFailureTxn = new Rock.Transactions.SendPaymentReceipts(failedPaymentEmail.Value, newTransactionIds);
Rock.Transactions.RockQueue.TransactionQueue.Enqueue(sendPaymentFailureTxn);
}
if (failedPaymentWorkflowType.HasValue)
{
// Queue a transaction to launch workflow
var workflowDetails = failedPayments.Select(p => new LaunchWorkflowDetails(p)).ToList();
var launchWorkflowsTxn = new Rock.Transactions.LaunchWorkflowsTransaction(failedPaymentWorkflowType.Value, workflowDetails);
Rock.Transactions.RockQueue.TransactionQueue.Enqueue(launchWorkflowsTxn);
}
}
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0} {1} downloaded.</li>", totalPayments.ToString("N0"),
(totalPayments == 1 ? "payment" : "payments"));
if (totalAlreadyDownloaded > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString("N0"),
(totalAlreadyDownloaded == 1 ? "payment was" : "payments were"),
(totalAlreadyDownloaded == 1 ? "has" : "have"));
}
if (totalStatusChanges > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString("N0"),
(totalStatusChanges == 1 ? "payment was" : "payments were"));
}
if (totalNoMatchingTransaction > 0)
{
sb.AppendFormat("<li>{0} {1} could not be matched to an existing scheduled payment profile or a previous transaction.</li>", totalNoMatchingTransaction.ToString("N0"),
(totalNoMatchingTransaction == 1 ? "payment" : "payments"));
}
sb.AppendFormat("<li>{0} {1} successfully added.</li>", totalAdded.ToString("N0"),
(totalAdded == 1 ? "payment was" : "payments were"));
if (totalReversals > 0)
{
sb.AppendFormat("<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString("N0"),
(totalReversals == 1 ? "payment was" : "payments were"));
}
if (totalFailures > 0)
{
sb.AppendFormat("<li>{0} {1} recorded as a failed transaction.</li>", totalFailures.ToString("N0"),
(totalFailures == 1 ? "payment was" : "payments were"));
}
using (var rockContext = new RockContext())
{
var batches = new FinancialBatchService(rockContext)
.Queryable().AsNoTracking()
.Where(b => batchSummary.Keys.Contains(b.Guid))
.ToList();
foreach (var batchItem in batchSummary)
{
int items = batchItem.Value.Count;
if (items > 0)
{
var batch = batches
.Where(b => b.Guid.Equals(batchItem.Key))
.FirstOrDefault();
string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
if (!string.IsNullOrWhiteSpace(batchUrlFormat))
{
batchName = string.Format("<a href='{0}'>{1}</a>", string.Format(batchUrlFormat, batch.Id), batchName);
}
decimal sum = batchItem.Value.Sum();
string summaryformat = items == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat(summaryformat, items.ToString("N0"), sum.FormatAsCurrency(), batchName);
}
}
}
return(sb.ToString());
}
