/// <summary>
/// Shows the edit value.
/// </summary>
/// <param name="attributeId">The attribute id.</param>
/// <param name="setValues">if set to <c>true</c> [set values].</param>
protected void ShowEditValue(int batchId)
{
var batchService = new FinancialBatchService();
var batch = batchService.Get(batchId);
hfIdValue.Value = batch.Id.ToString();
lValue.Text = "Edit";
tbName.Text = batch.Name;
dtBatchDate.SelectedDate = batch.BatchDate;
if (batch.CampusId.HasValue)
{
cpCampus.SelectedCampusId = batch.CampusId;
}
ddlStatus.BindToEnum(typeof(BatchStatus));
tbControlAmount.Text = batch.ControlAmount.ToString();
setTransactionDataSource(batch.Transactions.ToList());
}
/// <summary>
/// Loads the drop downs.
/// </summary>
private void LoadDropDowns()
{
var rockContext = new RockContext();
var financialBatchList = new FinancialBatchService(rockContext).Queryable()
.Where(a => a.Status == BatchStatus.Open).OrderBy(a => a.Name).Select(a => new
{
a.Id,
a.Name,
a.BatchStartDateTime
}).ToList();
ddlBatch.Items.Clear();
ddlBatch.Items.Add(new ListItem());
foreach (var batch in financialBatchList)
{
ddlBatch.Items.Add(new ListItem(string.Format("#{0} {1} ({2})", batch.Id, batch.Name, batch.BatchStartDateTime.Value.ToString("d")), batch.Id.ToString()));
}
}
/// <summary>
/// Handles the Delete event of the gBatchList 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 gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var transactionService = new FinancialTransactionService(rockContext);
var batch = batchService.Get(e.RowKeyId);
if (batch != null)
{
if (UserCanEdit || batch.IsAuthorized(Rock.Security.Authorization.EDIT, CurrentPerson))
{
string errorMessage;
if (!batchService.CanDelete(batch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
rockContext.WrapTransaction(() =>
{
foreach (var txn in transactionService.Queryable()
.Where(t => t.BatchId == batch.Id))
{
transactionService.Delete(txn);
}
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
new List <string> {
"Deleted the batch"
});
batchService.Delete(batch);
rockContext.SaveChanges();
});
}
}
BindGrid();
}
/// <summary>
/// Create a new payment processor to handle a single automated payment.
/// </summary>
/// <param name="currentPersonAliasId">The current user's person alias ID. Possibly the REST user.</param>
/// <param name="automatedPaymentArgs">The arguments describing how to charge the payment and store the resulting transaction</param>
/// <param name="rockContext">The context to use for loading and saving entities</param>
/// <param name="enableDuplicateChecking">If false, the payment will be charged even if there is a similar transaction for the same person
/// within a short time period.</param>
/// <param name="enableScheduleAdherenceProtection">If false and a schedule is indicated in the args, the payment will be charged even if
/// the schedule has already been processed according to it's frequency.</param>
public AutomatedPaymentProcessor(int?currentPersonAliasId, AutomatedPaymentArgs automatedPaymentArgs, RockContext rockContext, bool enableDuplicateChecking = true, bool enableScheduleAdherenceProtection = true)
{
_rockContext = rockContext;
_automatedPaymentArgs = automatedPaymentArgs;
_currentPersonAliasId = currentPersonAliasId;
_enableDuplicateChecking = enableDuplicateChecking;
_enableScheduleAdherenceProtection = enableScheduleAdherenceProtection;
_futureTransaction = null;
_personAliasService = new PersonAliasService(_rockContext);
_financialGatewayService = new FinancialGatewayService(_rockContext);
_financialAccountService = new FinancialAccountService(_rockContext);
_financialPersonSavedAccountService = new FinancialPersonSavedAccountService(_rockContext);
_financialBatchService = new FinancialBatchService(_rockContext);
_financialTransactionService = new FinancialTransactionService(_rockContext);
_financialScheduledTransactionService = new FinancialScheduledTransactionService(_rockContext);
_payment = null;
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var batchService = new FinancialBatchService(new RockContext());
var batches = batchService.Queryable();
if (dpBatchDate.SelectedDate.HasValue)
{
batches = batches.Where(batch => batch.BatchStartDateTime >= dpBatchDate.SelectedDate);
}
string status = gfBatchFilter.GetUserPreference("Status");
if (!string.IsNullOrWhiteSpace(status))
{
var batchStatus = (BatchStatus)Enum.Parse(typeof(BatchStatus), status);
batches = batches.Where(batch => batch.Status == batchStatus);
}
if (!string.IsNullOrEmpty(tbTitle.Text))
{
batches = batches.Where(batch => batch.Name == tbTitle.Text);
}
if (campCampus.SelectedCampusId.HasValue)
{
batches = batches.Where(batch => batch.CampusId == campCampus.SelectedCampusId.Value);
}
SortProperty sortProperty = gBatchList.SortProperty;
if (sortProperty != null)
{
gBatchList.DataSource = batches.Sort(sortProperty).ToList();
}
else
{
gBatchList.DataSource = batches.OrderBy(batch => batch.Name).ToList();
}
gBatchList.DataBind();
}
/// <summary>
/// Handles the Click event of the btnDone 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 lbFinish_Click(object sender, EventArgs e)
{
int?batchId = hfBatchId.Value.AsIntegerOrNull();
if (batchId.HasValue)
{
using (var rockContext = new RockContext())
{
var batch = new FinancialBatchService(rockContext).Get(batchId.Value);
if (batch != null && batch.Status == BatchStatus.Pending)
{
batch.Status = BatchStatus.Open;
rockContext.SaveChanges();
}
}
NavigateToLinkedPage("BatchDetailPage", new Dictionary <string, string> {
{ "BatchId", batchId.Value.ToString() }
});
}
}
/// <summary>
/// Handles the Delete event of the gBatchList 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 gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
FinancialBatchService financialBatchService = new FinancialBatchService(rockContext);
FinancialBatch financialBatch = financialBatchService.Get(e.RowKeyId);
if (financialBatch != null)
{
string errorMessage;
if (!financialBatchService.CanDelete(financialBatch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
financialBatchService.Delete(financialBatch);
rockContext.SaveChanges();
}
BindGrid();
}
/// <summary>
/// Raises the <see cref="E:System.Web.UI.Control.Load" /> event.
/// </summary>
/// <param name="e">The <see cref="T:System.EventArgs" /> object that contains the event data.</param>
protected override void OnLoad(EventArgs e)
{
base.OnLoad(e);
nbMessage.Visible = false;
if (!Page.IsPostBack)
{
using (var rockContext = new RockContext())
{
// Load dropdown list with all of the open batches
var batches = new FinancialBatchService(rockContext)
.Queryable().AsNoTracking()
.Where(b =>
b.Status != BatchStatus.Closed &&
b.BatchStartDateTime.HasValue)
.OrderByDescending(b => b.BatchStartDateTime)
.ThenBy(b => b.Name)
.Select(b => new
{
b.Id,
b.Name,
b.BatchStartDateTime
})
.ToList()
.Select(b => new
{
b.Id,
Name = string.Format("{0} ({1})", b.Name, b.BatchStartDateTime.Value.ToShortDateString())
})
.ToList();
ddlBatch.DataSource = batches;
ddlBatch.DataBind();
ddlBatch.Items.Insert(0, new ListItem("", ""));
}
ShowEntry();
}
}
protected void lbExport_Click(object sender, EventArgs e)
{
using (var rockContext = new RockContext())
{
var batchId = tbBatchId.Text.AsInteger();
var batches = new FinancialBatchService(rockContext).Queryable().Where(b => b.Id == batchId).ToList();
var fileFormat = new ImageCashLetterFileFormatService(rockContext).Get(ddlFileFormat.SelectedValue.AsInteger());
var component = FileFormatTypeContainer.GetComponent(fileFormat.EntityType.Name);
List <string> errorMessages;
fileFormat.LoadAttributes(rockContext);
var mergeFields = new Dictionary <string, object>
{
{ "FileFormat", fileFormat }
};
var filename = fileFormat.FileNameTemplate.ResolveMergeFields(mergeFields);
var stream = component.ExportBatches(fileFormat, batches, out errorMessages);
var binaryFileService = new BinaryFileService(rockContext);
var binaryFileTypeService = new BinaryFileTypeService(rockContext);
var binaryFile = new BinaryFile
{
BinaryFileTypeId = binaryFileTypeService.Get(Rock.SystemGuid.BinaryFiletype.DEFAULT.AsGuid()).Id,
IsTemporary = true,
FileName = filename,
MimeType = "octet/stream",
ContentStream = stream
};
binaryFileService.Add(binaryFile);
rockContext.SaveChanges();
pnlSuccess.Visible = true;
hlDownload.NavigateUrl = ResolveUrl(string.Format("~/GetFile.ashx?Id={0}&attachment=True", binaryFile.Id));
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var batchService = new FinancialBatchService();
var batches = batchService.Queryable();
SortProperty sortProperty = rGridBatch.SortProperty;
if (dtBatchDate.SelectedDate.HasValue)
{
batches = batches.Where(batch => batch.BatchStartDateTime >= dtBatchDate.SelectedDate);
}
if ((ddlStatus.SelectedValueAsInt() ?? 0) > 0)
{
var batchStatus = ddlStatus.SelectedValueAsEnum <BatchStatus>();
batches = batches.Where(Batch => Batch.Status == batchStatus);
}
if (!string.IsNullOrEmpty(txtTitle.Text))
{
batches = batches.Where(Batch => Batch.Name == txtTitle.Text);
}
if (ddlCampus.SelectedCampusId.HasValue)
{
batches = batches.Where(Batch => Batch.CampusId == ddlCampus.SelectedCampusId.Value);
}
if (sortProperty != null)
{
rGridBatch.DataSource = batches.Sort(sortProperty).ToList();
}
else
{
rGridBatch.DataSource = batches.OrderBy(b => b.Name).ToList();
}
rGridBatch.DataBind();
}
public IEnumerable <ControlTotalResult> GetControlTotals(System.Web.Http.OData.Query.ODataQueryOptions <FinancialBatch> queryOptions = null)
{
var financialBatchQuery = new FinancialBatchService(this.Service.Context as Rock.Data.RockContext).Queryable();
financialBatchQuery = queryOptions.ApplyTo(financialBatchQuery) as IOrderedQueryable <FinancialBatch>;
var batchControlTotalsQuery = financialBatchQuery.SelectMany(a => a.Transactions).Where(a => a.BatchId.HasValue).GroupBy(a => a.BatchId.Value).Select(a => new
{
BatchId = a.Key,
TransactionTotalAmounts = a.Select(x => x.TransactionDetails.Sum(d => (decimal?)d.Amount))
});
var batchControlTotalsList = batchControlTotalsQuery.ToList();
var controlTotalsList = batchControlTotalsList.Select(a => new ControlTotalResult
{
FinancialBatchId = a.BatchId,
ControlTotalCount = a.TransactionTotalAmounts.Count(),
ControlTotalAmount = a.TransactionTotalAmounts.Sum(x => (decimal?)x) ?? 0
}).ToList();
return(controlTotalsList);
}
/// <summary>
/// Handles the Click event of the lbDownload 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 lbDownload_Click(object sender, EventArgs e)
{
var parameters = RockPage.PageParameters();
var records = GLRecordsForBatch(_batch, dpDate.SelectedDate.Value, tbAccountingPeriod.Text.Trim(), tbJournalType.Text.Trim());
if (!UserCanEdit)
{
return;
}
//
// Update the batch to reflect that it has been exported.
//
using (var rockContext = new RockContext())
{
FinancialBatch batch = new FinancialBatchService(rockContext).Get(_batch.Id);
batch.LoadAttributes();
batch.SetAttributeValue("GLExported", "true");
batch.SaveAttributeValues(rockContext);
IsExported = 1;
rockContext.SaveChanges();
}
//
// Send the results as a CSV file for download.
//
Page.EnableViewState = false;
Page.Response.Clear();
Page.Response.ContentType = "text/plain";
Page.Response.AppendHeader("Content-Disposition", "attachment; filename=GLTRN2000.txt");
Page.Response.Write(string.Join("\r\n", records.Select(r => r.ToString()).ToArray()));
Page.Response.Flush();
Page.Response.End();
}
/// <summary>
/// Handles the Delete event of the gBatchList 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 gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var batch = batchService.Get(e.RowKeyId);
if (batch != null)
{
if (UserCanEdit || batch.IsAuthorized(Rock.Security.Authorization.EDIT, CurrentPerson))
{
string errorMessage;
if (!batchService.CanDelete(batch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
batchService.Delete(batch);
rockContext.SaveChanges();
}
}
BindGrid();
}
/// <summary>
/// Raises the <see cref="E:System.Web.UI.Control.Load" /> event.
/// </summary>
/// <param name="e">The <see cref="T:System.EventArgs" /> object that contains the event data.</param>
protected override void OnLoad(EventArgs e)
{
base.OnLoad(e);
var batchId = PageParameter("batchId").AsInteger();
if (!Page.IsPostBack)
{
ShowDetail(batchId);
}
// Add any attribute controls.
// This must be done here regardless of whether it is a postback so that the attribute values will get saved.
var financialBatch = new FinancialBatchService(new RockContext()).Get(batchId);
if (financialBatch == null)
{
financialBatch = new FinancialBatch();
}
financialBatch.LoadAttributes();
phAttributes.Controls.Clear();
Helper.AddEditControls(financialBatch, phAttributes, true, BlockValidationGroup);
}
/// <summary>
/// Create a new payment processor to handle a single automated payment from a future transaction (probably generated from text-to-give).
/// </summary>
/// <param name="futureTransaction">The transaction with a FutureProcessingDateTime</param>
/// <param name="rockContext">The context to use for loading and saving entities</param>
public AutomatedPaymentProcessor(FinancialTransaction futureTransaction, RockContext rockContext)
{
_rockContext = rockContext;
_automatedPaymentArgs = null;
_currentPersonAliasId = futureTransaction.CreatedByPersonAliasId;
_futureTransaction = futureTransaction;
// The job charging these future transactions could have a variable run frequency and be charging a days worth at a time, so the duplicate
// checking could very easily provide false positives. Therefore, we rely on the "dry-run" to have previously validated
_enableDuplicateChecking = false; // These future transactions should have already had a "dry-run" and been validated.
_enableScheduleAdherenceProtection = false; // These future transactions should have already had a "dry-run" and been validated
_personAliasService = new PersonAliasService(_rockContext);
_financialGatewayService = new FinancialGatewayService(_rockContext);
_financialAccountService = new FinancialAccountService(_rockContext);
_financialPersonSavedAccountService = new FinancialPersonSavedAccountService(_rockContext);
_financialBatchService = new FinancialBatchService(rockContext);
_financialTransactionService = new FinancialTransactionService(_rockContext);
_financialScheduledTransactionService = new FinancialScheduledTransactionService(_rockContext);
_payment = null;
CopyFutureTransactionToArgs();
}
/// <summary>
/// Maps the batch data.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="totalRows">The total rows.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapBatch(IQueryable <Row> tableData, long totalRows = 0)
{
var newBatches = new List <FinancialBatch>();
if (totalRows == 0)
{
totalRows = tableData.Count();
}
var earliestBatchDate = ImportDateTime;
var completedItems = 0;
var percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, $"Verifying batch import ({totalRows:N0} found, {ImportedBatches.Count:N0} already exist).");
foreach (var row in tableData.Where(r => r != null))
{
var batchId = row["BatchID"] as int?;
if (batchId.HasValue && !ImportedBatches.ContainsKey(( int )batchId))
{
var batch = new FinancialBatch
{
CreatedByPersonAliasId = ImportPersonAliasId,
ForeignKey = batchId.ToString(),
ForeignId = batchId,
Note = string.Empty,
Status = BatchStatus.Closed,
AccountingSystemCode = string.Empty
};
var name = row["BatchName"] as string;
if (!string.IsNullOrWhiteSpace(name))
{
name = name.Trim();
batch.Name = name.Truncate(50);
batch.CampusId = GetCampusId(name);
}
var batchDate = row["BatchDate"] as DateTime?;
if (batchDate.HasValue)
{
batch.BatchStartDateTime = batchDate;
batch.BatchEndDateTime = batchDate;
if (batchDate < earliestBatchDate)
{
earliestBatchDate = ( DateTime )batchDate;
}
}
var amount = row["BatchAmount"] as decimal?;
if (amount.HasValue)
{
batch.ControlAmount = amount.Value;
}
newBatches.Add(batch);
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, $"{completedItems:N0} batches imported ({percentComplete}% complete).");
}
if (completedItems % ReportingNumber < 1)
{
SaveFinancialBatches(newBatches);
newBatches.ForEach(b => ImportedBatches.Add(( int )b.ForeignId, ( int? )b.Id));
newBatches.Clear();
ReportPartialProgress();
}
}
}
// add a default batch to use with contributions
if (!ImportedBatches.ContainsKey(0))
{
var defaultBatch = new FinancialBatch
{
CreatedDateTime = ImportDateTime,
CreatedByPersonAliasId = ImportPersonAliasId,
BatchStartDateTime = earliestBatchDate,
Status = BatchStatus.Closed,
Name = $"Default Batch (Imported {ImportDateTime})",
ControlAmount = 0.0m,
ForeignKey = "0",
ForeignId = 0
};
newBatches.Add(defaultBatch);
}
if (newBatches.Any())
{
SaveFinancialBatches(newBatches);
newBatches.ForEach(b => ImportedBatches.Add(( int )b.ForeignId, ( int? )b.Id));
}
ImportedBatches = new FinancialBatchService(new RockContext()).Queryable().AsNoTracking()
.Where(b => b.ForeignId.HasValue)
.ToDictionary(t => ( int )t.ForeignId, t => ( int? )t.Id);
ReportProgress(100, $"Finished batch import: {completedItems:N0} batches imported.");
}
private List <BatchRow> GetData()
{
var batchService = new FinancialBatchService(new RockContext());
var qry = batchService.Queryable()
.Where(b => b.BatchStartDateTime.HasValue);
// filter by date
string dateRangeValue = gfBatchFilter.GetUserPreference("Date Range");
if (!string.IsNullOrWhiteSpace(dateRangeValue))
{
var drp = new DateRangePicker();
drp.DelimitedValues = dateRangeValue;
if (drp.LowerValue.HasValue)
{
qry = qry.Where(b => b.BatchStartDateTime >= drp.LowerValue);
}
if (drp.UpperValue.HasValue)
{
var endOfDay = drp.UpperValue.Value.AddDays(1);
qry = qry.Where(b => b.BatchStartDateTime < drp.UpperValue);
}
}
// filter by status
var status = gfBatchFilter.GetUserPreference("Status").ConvertToEnumOrNull <BatchStatus>();
if (status.HasValue)
{
qry = qry.Where(b => b.Status == status);
}
// filter by title
string title = gfBatchFilter.GetUserPreference("Title");
if (!string.IsNullOrEmpty(title))
{
qry = qry.Where(batch => batch.Name.StartsWith(title));
}
// filter by accounting code
if (tbAccountingCode.Visible)
{
string accountingCode = gfBatchFilter.GetUserPreference("Accounting Code");
if (!string.IsNullOrEmpty(accountingCode))
{
qry = qry.Where(batch => batch.AccountingSystemCode.StartsWith(accountingCode));
}
}
// filter by campus
var campus = CampusCache.Read(gfBatchFilter.GetUserPreference("Campus").AsInteger());
if (campus != null)
{
qry = qry.Where(b => b.CampusId == campus.Id);
}
IOrderedQueryable <FinancialBatch> sortedQry = null;
SortProperty sortProperty = gBatchList.SortProperty;
if (sortProperty != null)
{
switch (sortProperty.Property)
{
case "TransactionCount":
{
if (sortProperty.Direction == SortDirection.Ascending)
{
sortedQry = qry.OrderBy(b => b.Transactions.Count());
}
else
{
sortedQry = qry.OrderByDescending(b => b.Transactions.Count());
}
break;
}
case "TransactionAmount":
{
if (sortProperty.Direction == SortDirection.Ascending)
{
sortedQry = qry.OrderBy(b => b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M);
}
else
{
sortedQry = qry.OrderByDescending(b => b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M);
}
break;
}
default:
{
sortedQry = qry.Sort(sortProperty);
break;
}
}
}
else
{
sortedQry = qry
.OrderByDescending(b => b.BatchStartDateTime)
.ThenBy(b => b.Name);
}
return(sortedQry
.Select(b => new BatchRow
{
Id = b.Id,
BatchStartDateTime = b.BatchStartDateTime.Value,
Name = b.Name,
AccountingSystemCode = b.AccountingSystemCode,
TransactionCount = b.Transactions.Count(),
TransactionAmount = b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M,
ControlAmount = b.ControlAmount,
CampusName = b.Campus != null ? b.Campus.Name : "",
Status = b.Status,
UnMatchedTxns = b.Transactions.Any(t => !t.AuthorizedPersonAliasId.HasValue)
})
.ToList());
}
/// <summary>Process all transactions (payments) from Service Reef.</summary>
/// <param name="message">The message that is returned depending on the result.</param>
/// <param name="state">The state of the process.</param>
/// <returns><see cref="WorkerResultStatus"/></returns>
public void Execute(IJobExecutionContext context)
{
RockContext dbContext = new RockContext();
FinancialBatchService financialBatchService = new FinancialBatchService(dbContext);
PersonService personService = new PersonService(dbContext);
PersonAliasService personAliasService = new PersonAliasService(dbContext);
FinancialAccountService financialAccountService = new FinancialAccountService(dbContext);
FinancialAccountService accountService = new FinancialAccountService(dbContext);
FinancialTransactionService financialTransactionService = new FinancialTransactionService(dbContext);
FinancialGatewayService financialGatewayService = new FinancialGatewayService(dbContext);
DefinedValueService definedValueService = new DefinedValueService(dbContext);
DefinedTypeService definedTypeService = new DefinedTypeService(dbContext);
TransactionService transactionService = new TransactionService(new PayPalReporting.Data.PayPalReportingContext());
// Get the datamap for loading attributes
JobDataMap dataMap = context.JobDetail.JobDataMap;
String warnings = string.Empty;
FinancialBatch batch = null;
Double totalAmount = 0;
var total = 1;
var processed = 0;
try
{
DateRange dateRange = Rock.Web.UI.Controls.SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues(dataMap.GetString("DateRange") ?? "-1||");
String SRApiKey = Encryption.DecryptString(dataMap.GetString("ServiceReefAPIKey"));
String SRApiSecret = Encryption.DecryptString(dataMap.GetString("ServiceReefAPISecret"));
String SRApiUrl = dataMap.GetString("ServiceReefAPIURL");
DefinedValueCache transactionSource = DefinedValueCache.Read(dataMap.GetString("TransactionSource").AsGuid(), dbContext);
DefinedValueCache connectionStatus = DefinedValueCache.Read(dataMap.GetString("ConnectionStatus").AsGuid(), dbContext);
DefinedValueCache contribution = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION);
// Setup some lookups
DefinedTypeCache creditCards = DefinedTypeCache.Read(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE.AsGuid(), dbContext);
DefinedTypeCache tenderType = DefinedTypeCache.Get(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE.AsGuid(), dbContext);
FinancialAccount specialFund = accountService.Get(dataMap.GetString("Account").AsGuid());
FinancialGateway gateway = financialGatewayService.Get(dataMap.GetString("FinancialGateway").AsGuid());
List <FinancialAccount> trips = financialAccountService.Queryable().Where(fa => fa.ParentAccountId == specialFund.Id).OrderBy(fa => fa.Order).ToList();
// Get the trips
DefinedValueCache serviceReefAccountType = DefinedValueCache.Get(dataMap.Get("ServiceReefAccountType").ToString().AsGuid());
// Setup the ServiceReef API Client
var client = new RestClient(SRApiUrl);
client.Authenticator = new HMACAuthenticator(SRApiKey, SRApiSecret);
// Get all payments from ServiceReef
var request = new RestRequest("v1/payments", Method.GET);
request.AddParameter("pageSize", 100);
if (dateRange.Start.HasValue)
{
request.AddParameter("startDate", dateRange.Start.Value.ToString("o"));
}
if (dateRange.End.HasValue)
{
request.AddParameter("endDate", dateRange.End.Value.ToString("o"));
}
request.AddParameter("page", 1);
while (total > processed)
{
var response = client.Execute <Contracts.Payments>(request);
if (response.StatusCode != System.Net.HttpStatusCode.OK)
{
throw new Exception("ServiceReef API Response: " + response.StatusDescription + " Content Length: " + response.ContentLength);
}
if (response.Data != null && response.Data.PageInfo != null)
{
total = response.Data.PageInfo.TotalRecords;
foreach (Contracts.Payments.Result result in response.Data.Results)
{
// Process the transaction
if (result.PaymentProcessorTransactionId != null)
{
if (result.FirstName == null || result.LastName == null)
{
warnings += "Missing Firstname/Lastname for ServiceReef transaction Id: " + result.TransactionId + Environment.NewLine;
processed++;
continue;
}
FinancialAccount trip = null;
// Make sure we have a sub-account to go with this transaction
if (result.EventId > 0)
{
trip = trips.Where(t => t.GlCode == result.EventCode && t.Url == result.EventUrl).FirstOrDefault();
}
if (trip == null)
{
if (result.EventCode == null)
{
warnings += "Event Code is missing on the Service Reef Trip for ServiceReef transaction Id: " + result.TransactionId + Environment.NewLine;
processed++;
continue;
}
// Create the trip subaccount
FinancialAccount tripFA = new FinancialAccount();
tripFA.Name = result.EventName;
// Name is limited to 50
if (tripFA.Name.Length > 50)
{
tripFA.Name = tripFA.Name.Substring(0, 50);
}
tripFA.Description = "Service Reef Event. Name: " + result.EventName + " ID: " + result.EventId;
tripFA.GlCode = result.EventCode;
tripFA.Url = result.EventUrl;
tripFA.PublicName = result.EventName;
// Public Name is limited to 50
if (tripFA.PublicName.Length > 50)
{
tripFA.PublicName = tripFA.PublicName.Substring(0, 50);
}
tripFA.IsTaxDeductible = true;
tripFA.IsPublic = false;
tripFA.ParentAccountId = specialFund.Id;
tripFA.Order = specialFund.Order + 1;
tripFA.AccountTypeValueId = serviceReefAccountType.Id;
// Figure out what order it should be;
foreach (FinancialAccount tmpTrip in trips)
{
if (tmpTrip.Name.CompareTo(tripFA.Name) < 0)
{
tripFA.Order++;
}
}
financialAccountService.Add(tripFA);
// Now save the trip
dbContext.SaveChanges();
// Increment all the rest of the Orders
financialAccountService.Queryable().Where(fa => fa.Order >= tripFA.Order && fa.Id != tripFA.Id).ToList().ForEach(c => c.Order++);
dbContext.SaveChanges();
trips = financialAccountService.Queryable().Where(fa => fa.ParentAccountId == specialFund.Id).OrderBy(fa => fa.Order).ToList();
trip = tripFA;
}
FinancialTransaction tran = financialTransactionService.Queryable().Where(tx => tx.TransactionCode == result.PaymentProcessorTransactionId).FirstOrDefault();
// We haven't processed this before so get busy!
if (tran == null)
{
tran = new FinancialTransaction();
tran.FinancialPaymentDetail = new FinancialPaymentDetail();
if (result.Type == "CreditCard")
{
tran.FinancialPaymentDetail.CurrencyTypeValueId = tenderType.DefinedValues.Where(t => t.Value == "Credit Card").FirstOrDefault().Id;
}
else
{
tran.TransactionTypeValueId = tenderType.DefinedValues.Where(t => t.Value == "Credit Card").FirstOrDefault().Id;
}
Person person = null;
// Find the person this transaction belongs to
// 1. First start by determining whether this was a person
// paying their application fee or contributing to themselves
// because then we can just use their member info
if (result.UserId > 0 &&
result.DonatedToUserId == result.UserId &&
result.DonatedToFirstName == result.FirstName &&
result.DonatedToLastName == result.LastName)
{
var memberRequest = new RestRequest("v1/members/{userId}", Method.GET);
memberRequest.AddUrlSegment("userId", result.UserId.ToString());
var memberResult = client.Execute <Contracts.Member>(memberRequest);
if (memberResult.Data != null && memberResult.Data.ArenaId > 0)
{
try
{
Person personMatch = personAliasService.Queryable().Where(pa => pa.AliasPersonId == memberResult.Data.ArenaId).Select(pa => pa.Person).FirstOrDefault();
if (personMatch == null)
{
throw new Exception("Person not found: " + memberResult.Data.ArenaId);
}
person = personMatch;
} catch (Exception e)
{
warnings += "Loading the person failed transaction id " + result.TransactionId + " for " + result.FirstName + " " + result.LastName + " with the following error: " + e.Message + Environment.NewLine;
processed++;
continue;
}
}
}
// 2. If we didn't get a person match via their Alias Id
// then just use the standard person match logic
if (person == null)
{
String street1 = null;
String postalCode = null;
if (result.Address != null)
{
street1 = result.Address.Address1;
postalCode = result.Address.Zip;
}
List <Person> matches = personService.GetByMatch(result.FirstName.Trim(), result.LastName.Trim(), null, result.Email, null, street1, postalCode).ToList();
if (matches.Count > 1)
{
// Find the oldest member record in the list
person = matches.Where(p => p.ConnectionStatusValue.Value == "Member").OrderBy(p => p.Id).FirstOrDefault();
if (person == null)
{
// Find the oldest attendee record in the list
person = matches.Where(p => p.ConnectionStatusValue.Value == "Attendee").OrderBy(p => p.Id).FirstOrDefault();
if (person == null)
{
person = matches.OrderBy(p => p.Id).First();
}
}
}
else if (matches.Count == 1)
{
person = matches.First();
}
else
{
// Create the person
person = new Person();
person.FirstName = result.FirstName.Trim();
person.LastName = result.LastName.Trim();
if (result.Email.IsValidEmail())
{
person.Email = result.Email.Trim();
}
person.RecordTypeValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON.AsGuid()).Id;
person.ConnectionStatusValueId = connectionStatus.Id;
person.RecordStatusValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE.AsGuid()).Id;
Group family = PersonService.SaveNewPerson(person, dbContext);
GroupLocation location = new GroupLocation();
location.GroupLocationTypeValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME).Id;
location.Location = new Location()
{
Street1 = result.Address.Address1,
Street2 = result.Address.Address2,
City = result.Address.City,
State = result.Address.State,
PostalCode = result.Address.Zip,
Country = result.Address.Country
};
family.CampusId = CampusCache.All().FirstOrDefault().Id;
family.GroupLocations.Add(location);
dbContext.SaveChanges();
}
}
// Get details about the transaction from our PayPal report table
Transaction tx = transactionService.Get(result.PaymentProcessorTransactionId);
if (tx != null)
{
if (tx.TenderType.Contains("ACH"))
{
result.Type = "ACH";
result.Method = null;
}
else
{
result.Type = "Credit Card";
result.Method = tx.TenderType;
}
}
else
{
// Defaults
result.Type = "Credit Card";
result.Method = "Visa";
warnings += "Unable to find transaction in _org_secc_PaypalReporting_Transaction table: " + result.TransactionId + Environment.NewLine;
}
// If we don't have a batch, create one
if (batch == null)
{
batch = new FinancialBatch();
batch.BatchStartDateTime = result.Date;
batch.BatchEndDateTime = DateTime.Now;
batch.Name = "Service Reef Payments";
batch.Status = BatchStatus.Open;
financialBatchService.Add(batch);
dbContext.SaveChanges();
}
// Complete the FinancialTransaction
tran.AuthorizedPersonAliasId = person.PrimaryAliasId;
tran.BatchId = batch.Id;
tran.Summary = "F" + specialFund.Id + ":$" + result.Amount.ToString();
tran.TransactionDateTime = result.Date;
tran.FinancialGatewayId = gateway.Id;
FinancialTransactionDetail financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.AccountId = trip.Id;
financialTransactionDetail.Amount = result.Amount.ToString().AsDecimal();
tran.TransactionDetails.Add(financialTransactionDetail);
tran.TransactionTypeValueId = contribution.Id;
tran.FinancialPaymentDetail = new FinancialPaymentDetail();
tran.FinancialPaymentDetail.CurrencyTypeValueId = tenderType.DefinedValues.Where(type => type.Value.ToLower() == result.Type.ToLower()).FirstOrDefault().Id;
if (result.Method != null)
{
tran.FinancialPaymentDetail.CreditCardTypeValueId = creditCards.DefinedValues.Where(card => card.Value.ToLower() == result.Method.ToLower()).FirstOrDefault().Id;
}
tran.TransactionCode = result.PaymentProcessorTransactionId;
tran.SourceTypeValueId = transactionSource.Id;
financialTransactionService.Add(tran);
dbContext.SaveChanges();
totalAmount += result.Amount;
}
}
processed++;
}
}
else
{
total = 0;
}
// Update the page number for the next request
var pageParam = request.Parameters.Where(p => p.Name == "page").FirstOrDefault();
pageParam.Value = (int)pageParam.Value + 1;
}
}
catch (Exception ex)
{
throw new Exception("ServiceReef Job Failed", ex);
} finally
{
if (batch != null && totalAmount > 0)
{
batch.ControlAmount = (Decimal)totalAmount;
}
dbContext.SaveChanges();
}
if (warnings.Length > 0)
{
throw new Exception(warnings);
}
context.Result = "Successfully imported " + processed + " transactions.";
}
/// <summary>
/// When implemented by a class, enables a server control to process an event raised when a form is posted to the server.
/// </summary>
/// <param name="eventArgument">A <see cref="T:System.String" /> that represents an optional event argument to be passed to the event handler.</param>
public void RaisePostBackEvent(string eventArgument)
{
if (eventArgument == "StatusUpdate" &&
ddlAction != null &&
ddlAction.SelectedValue != null &&
!string.IsNullOrWhiteSpace(ddlAction.SelectedValue))
{
var batchesSelected = new List <int>();
gBatchList.SelectedKeys.ToList().ForEach(b => batchesSelected.Add(b.ToString().AsInteger()));
if (batchesSelected.Any())
{
var newStatus = ddlAction.SelectedValue == "OPEN" ? BatchStatus.Open : BatchStatus.Closed;
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var batchesToUpdate = batchService.Queryable()
.Where(b =>
batchesSelected.Contains(b.Id) &&
b.Status != newStatus)
.ToList();
foreach (var batch in batchesToUpdate)
{
var changes = new List <string>();
History.EvaluateChange(changes, "Status", batch.Status, newStatus);
string errorMessage;
if (!batch.IsValidBatchStatusChange(batch.Status, newStatus, this.CurrentPerson, out errorMessage))
{
maWarningDialog.Show(errorMessage, ModalAlertType.Warning);
return;
}
if (batch.IsAutomated && batch.Status == BatchStatus.Pending && newStatus != BatchStatus.Pending)
{
errorMessage = string.Format("{0} is an automated batch and the status can not be modified when the status is pending. The system will automatically set this batch to OPEN when all transactions have been downloaded.", batch.Name);
maWarningDialog.Show(errorMessage, ModalAlertType.Warning);
return;
}
batch.Status = newStatus;
if (!batch.IsValid)
{
string message = string.Format("Unable to update status for the selected batches.<br/><br/>{0}", batch.ValidationResults.AsDelimited("<br/>"));
maWarningDialog.Show(message, ModalAlertType.Warning);
return;
}
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes,
false);
}
rockContext.SaveChanges();
nbResult.Text = string.Format(
"{0} batches were {1}.",
batchesToUpdate.Count().ToString("N0"),
newStatus == BatchStatus.Open ? "opened" : "closed");
nbResult.NotificationBoxType = NotificationBoxType.Success;
nbResult.Visible = true;
}
else
{
nbResult.Text = string.Format("There were not any batches selected.");
nbResult.NotificationBoxType = NotificationBoxType.Warning;
nbResult.Visible = true;
}
ddlAction.SelectedIndex = 0;
BindGrid();
}
}
/// <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 batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
batch.Name = tbName.Text;
batch.Status = (BatchStatus)ddlStatus.SelectedIndex;
batch.CampusId = campCampus.SelectedCampusId;
batch.BatchStartDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
batch.BatchEndDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
batch.ControlAmount = tbControlAmount.Text.AsDecimal();
batch.AccountingSystemCode = tbAccountingCode.Text;
if (!Page.IsValid || !batch.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
}
}
}
/// <summary>
/// Handles the Click event of the btnCancelFinancialBatch 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 btnCancelFinancialBatch_Click(object sender, EventArgs e)
{
var savedFinancialBatch = new FinancialBatchService().Get(hfBatchId.ValueAsInt());
ShowReadOnly(savedFinancialBatch);
}
/// <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();
rockContext.WrapTransaction(() =>
{
if (contextEntity is Person)
{
var personService = new PersonService(rockContext);
var changes = new History.HistoryChangeList();
var _person = personService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _person.ForeignKey, tbForeignKey.Text);
_person.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _person.ForeignGuid.ToString(), tbForeignGuid.Text);
_person.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _person.ForeignId.ToString(), tbForeignId.Text);
_person.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
Rock.SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
_person.Id,
changes);
}
}
}
else if (contextEntity is FinancialAccount)
{
var accountService = new FinancialAccountService(rockContext);
var _account = accountService.Get(contextEntity.Id);
_account.ForeignKey = tbForeignKey.Text;
_account.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_account.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is FinancialBatch)
{
var batchService = new FinancialBatchService(rockContext);
var changes = new History.HistoryChangeList();
var _batch = batchService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _batch.ForeignKey, tbForeignKey.Text);
_batch.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _batch.ForeignGuid.ToString(), tbForeignGuid.Text);
_batch.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _batch.ForeignId.ToString(), tbForeignId.Text);
_batch.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
_batch.Id,
changes);
}
}
}
else if (contextEntity is FinancialPledge)
{
var pledgeService = new FinancialPledgeService(rockContext);
var _pledge = pledgeService.Get(contextEntity.Id);
_pledge.ForeignKey = tbForeignKey.Text;
_pledge.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_pledge.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is FinancialTransaction)
{
var transactionService = new FinancialTransactionService(rockContext);
var changes = new History.HistoryChangeList();
var _transaction = transactionService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _transaction.ForeignKey, tbForeignKey.Text);
_transaction.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _transaction.ForeignGuid.ToString(), tbForeignGuid.Text);
_transaction.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _transaction.ForeignId.ToString(), tbForeignId.Text);
_transaction.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialTransaction),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
_transaction.Id,
changes);
}
}
}
else if (contextEntity is FinancialScheduledTransaction)
{
var transactionScheduledService = new FinancialScheduledTransactionService(rockContext);
var _scheduledTransaction = transactionScheduledService.Get(contextEntity.Id);
_scheduledTransaction.ForeignKey = tbForeignKey.Text;
_scheduledTransaction.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_scheduledTransaction.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is Group)
{
var groupService = new GroupService(rockContext);
var _group = groupService.Get(contextEntity.Id);
_group.ForeignKey = tbForeignKey.Text;
_group.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_group.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is GroupMember)
{
var groupMemberService = new GroupMemberService(rockContext);
var changes = new History.HistoryChangeList();
var _groupMember = groupMemberService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _groupMember.ForeignKey, tbForeignKey.Text);
_groupMember.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _groupMember.ForeignGuid.ToString(), tbForeignGuid.Text);
_groupMember.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _groupMember.ForeignId.ToString(), tbForeignId.Text);
_groupMember.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(GroupMember),
Rock.SystemGuid.Category.HISTORY_PERSON_GROUP_MEMBERSHIP.AsGuid(),
_groupMember.Id,
changes);
}
}
}
else if (contextEntity is Metric)
{
var metricService = new MetricService(rockContext);
var _metric = metricService.Get(contextEntity.Id);
_metric.ForeignKey = tbForeignKey.Text;
_metric.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_metric.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is Location)
{
var locationService = new LocationService(rockContext);
var _location = locationService.Get(contextEntity.Id);
_location.ForeignKey = tbForeignKey.Text;
_location.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_location.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is PrayerRequest)
{
var prayerRequestService = new PrayerRequestService(rockContext);
var _request = prayerRequestService.Get(contextEntity.Id);
_request.ForeignKey = tbForeignKey.Text;
_request.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_request.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is ContentChannel)
{
var contentChannelService = new ContentChannelService(rockContext);
var _channel = contentChannelService.Get(contextEntity.Id);
_channel.ForeignKey = tbForeignKey.Text;
_channel.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_channel.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is ContentChannelItem)
{
var contentChannelItemService = new ContentChannelItemService(rockContext);
var _item = contentChannelItemService.Get(contextEntity.Id);
_item.ForeignKey = tbForeignKey.Text;
_item.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_item.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
});
Page.Response.Redirect(Page.Request.Url.ToString(), true);
}
protected void btnExportToIntacct_Click(object sender, EventArgs e)
{
if (_financialBatch != null)
{
if (GetAttributeValue(AttributeKey.ExportMode) == "OtherReceipt")
{
//
// Capture ddl values as user preferences
//
SetBlockUserPreference("ReceiptAccountType", ddlReceiptAccountType.SelectedValue ?? "");
SetBlockUserPreference("PaymentMethod", ddlPaymentMethods.SelectedValue ?? "");
}
if (_intacctAuth == null)
{
_intacctAuth = GetIntactAuth();
}
//
// Create Intacct Journal XML and Post to Intacct
//
var endpoint = new IntacctEndpoint();
var debugLava = GetAttributeValue(AttributeKey.EnableDebug);
var postXml = new System.Xml.XmlDocument();
if (GetAttributeValue(AttributeKey.ExportMode) == "JournalEntry")
{
var journal = new IntacctJournal();
postXml = journal.CreateJournalEntryXML(_intacctAuth, _financialBatch.Id, GetAttributeValue(AttributeKey.JournalId), ref debugLava, GetAttributeValue(AttributeKey.JournalMemoLava));
}
else // Export Mode is Other Receipt
{
var otherReceipt = new IntacctOtherReceipt();
string bankAccountId = null;
string undepFundAccount = null;
if (ddlReceiptAccountType.SelectedValue == "BankAccount")
{
SetBlockUserPreference("BankAccountId", ddlBankAccounts.SelectedValue ?? "");
bankAccountId = ddlBankAccounts.SelectedValue;
}
else
{
undepFundAccount = GetAttributeValue(AttributeKey.UndepositedFundsAccount);
}
postXml = otherReceipt.CreateOtherReceiptXML(_intacctAuth, _financialBatch.Id, ref debugLava, ( PaymentMethod )ddlPaymentMethods.SelectedValue.AsInteger(), bankAccountId, undepFundAccount, GetAttributeValue(AttributeKey.JournalMemoLava));
}
var resultXml = endpoint.PostToIntacct(postXml);
var success = endpoint.ParseEndpointResponse(resultXml, _financialBatch.Id, GetAttributeValue(AttributeKey.LogResponse).AsBoolean());
if (success)
{
var rockContext = new RockContext();
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
Session["IntacctDebugLava"] = debugLava;
//
// Close Batch if we're supposed to
//
if (GetAttributeValue(AttributeKey.CloseBatch).AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.Intacct.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.Intacct.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.Intacct.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
protected void btnExportToIntacct_Click(object sender, EventArgs e)
{
if (_financialBatch != null)
{
//
// Get Intacct Auth
//
var intacctAuth = new IntacctAuth()
{
SenderId = Encryption.DecryptString(GetAttributeValue("SenderId")),
SenderPassword = Encryption.DecryptString(GetAttributeValue("SenderPassword")),
CompanyId = Encryption.DecryptString(GetAttributeValue("CompanyId")),
UserId = Encryption.DecryptString(GetAttributeValue("UserId")),
UserPassword = Encryption.DecryptString(GetAttributeValue("UserPassword")),
LocationId = Encryption.DecryptString(GetAttributeValue("LocationId"))
};
//
// Create Intacct Journal XML and Post to Intacct
//
var journal = new IntacctJournal();
var endpoint = new IntacctEndpoint();
var debugLava = GetAttributeValue("EnableDebug");
var postXml = journal.CreateJournalEntryXML(intacctAuth, _financialBatch.Id, GetAttributeValue("JournalId"), ref debugLava, GetAttributeValue("JournalMemoLava"));
var resultXml = endpoint.PostToIntacct(postXml);
var success = endpoint.ParseEndpointResponse(resultXml, _financialBatch.Id, GetAttributeValue("LogResponse").AsBoolean());
if (success)
{
var rockContext = new RockContext();
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
Session["IntacctDebugLava"] = debugLava;
//
// Close Batch if we're supposed to
//
if (GetAttributeValue("CloseBatch").AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.Intacct.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.Intacct.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.Intacct.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
/// <summary>
/// Gets the query.
/// </summary>
/// <returns></returns>
private IOrderedQueryable <FinancialBatch> GetQuery()
{
var batchService = new FinancialBatchService(new RockContext());
var qry = batchService.Queryable()
.Where(b => b.BatchStartDateTime.HasValue);
// filter by date
string dateRangeValue = gfBatchFilter.GetUserPreference("Date Range");
if (!string.IsNullOrWhiteSpace(dateRangeValue))
{
var drp = new DateRangePicker();
drp.DelimitedValues = dateRangeValue;
if (drp.LowerValue.HasValue)
{
qry = qry.Where(b => b.BatchStartDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
var endOfDay = drp.UpperValue.Value.AddDays(1);
qry = qry.Where(b => b.BatchStartDateTime < endOfDay);
}
}
// filter by status
var status = gfBatchFilter.GetUserPreference("Status").ConvertToEnumOrNull <BatchStatus>();
if (status.HasValue)
{
qry = qry.Where(b => b.Status == status);
}
// filter by batches that contain transactions of the specified transaction type
var transactionTypeValueId = gfBatchFilter.GetUserPreference("Contains Transaction Type").AsIntegerOrNull();
if (transactionTypeValueId.HasValue)
{
qry = qry.Where(a => a.Transactions.Any(t => t.TransactionTypeValueId == transactionTypeValueId.Value));
}
// filter by title
string title = gfBatchFilter.GetUserPreference("Title");
if (!string.IsNullOrEmpty(title))
{
qry = qry.Where(batch => batch.Name.StartsWith(title));
}
// filter by accounting code
if (tbAccountingCode.Visible)
{
string accountingCode = gfBatchFilter.GetUserPreference("Accounting Code");
if (!string.IsNullOrEmpty(accountingCode))
{
qry = qry.Where(batch => batch.AccountingSystemCode.StartsWith(accountingCode));
}
}
// filter by campus
var campus = CampusCache.Read(gfBatchFilter.GetUserPreference("Campus").AsInteger());
if (campus != null)
{
qry = qry.Where(b => b.CampusId == campus.Id);
}
IOrderedQueryable <FinancialBatch> sortedQry = null;
SortProperty sortProperty = gBatchList.SortProperty;
if (sortProperty != null)
{
switch (sortProperty.Property)
{
case "TransactionCount":
{
if (sortProperty.Direction == SortDirection.Ascending)
{
sortedQry = qry.OrderBy(b => b.Transactions.Count());
}
else
{
sortedQry = qry.OrderByDescending(b => b.Transactions.Count());
}
break;
}
case "TransactionAmount":
{
if (sortProperty.Direction == SortDirection.Ascending)
{
sortedQry = qry.OrderBy(b => b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M);
}
else
{
sortedQry = qry.OrderByDescending(b => b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M);
}
break;
}
default:
{
sortedQry = qry.Sort(sortProperty);
break;
}
}
}
else
{
sortedQry = qry
.OrderByDescending(b => b.BatchStartDateTime)
.ThenBy(b => b.Name);
}
return(sortedQry);
}
/// <summary>
/// Gets the query. Set the timeout to 90 seconds in case the user
/// has not set any filters and they've imported N years worth of
/// batch data into Rock.
/// </summary>
/// <param name="rockContext">The rock context.</param>
/// <returns></returns>
private IOrderedQueryable <FinancialBatch> GetQuery(RockContext rockContext)
{
var batchService = new FinancialBatchService(rockContext);
rockContext.Database.CommandTimeout = 90;
var qry = batchService.Queryable()
.Where(b => b.BatchStartDateTime.HasValue);
// filter by date
string dateRangeValue = gfBatchFilter.GetUserPreference("Date Range");
if (!string.IsNullOrWhiteSpace(dateRangeValue))
{
var drp = new DateRangePicker();
drp.DelimitedValues = dateRangeValue;
if (drp.LowerValue.HasValue)
{
qry = qry.Where(b => b.BatchStartDateTime >= drp.LowerValue.Value);
}
if (drp.UpperValue.HasValue)
{
var endOfDay = drp.UpperValue.Value.AddDays(1);
qry = qry.Where(b => b.BatchStartDateTime < endOfDay);
}
}
// filter by status
var status = gfBatchFilter.GetUserPreference("Status").ConvertToEnumOrNull <BatchStatus>();
if (status.HasValue)
{
qry = qry.Where(b => b.Status == status);
}
// filter by batches that contain transactions of the specified transaction type
var transactionTypeValueId = gfBatchFilter.GetUserPreference("Contains Transaction Type").AsIntegerOrNull();
if (transactionTypeValueId.HasValue)
{
qry = qry.Where(a => a.Transactions.Any(t => t.TransactionTypeValueId == transactionTypeValueId.Value));
}
// filter by title
string title = gfBatchFilter.GetUserPreference("Title");
if (!string.IsNullOrEmpty(title))
{
qry = qry.Where(batch => batch.Name.StartsWith(title));
}
// filter by accounting code
if (tbAccountingCode.Visible)
{
string accountingCode = gfBatchFilter.GetUserPreference("Accounting Code");
if (!string.IsNullOrEmpty(accountingCode))
{
qry = qry.Where(batch => batch.AccountingSystemCode.StartsWith(accountingCode));
}
}
// filter by campus
var campus = CampusCache.Read(gfBatchFilter.GetUserPreference("Campus").AsInteger());
if (campus != null)
{
qry = qry.Where(b => b.CampusId == campus.Id);
}
// Filter query by any configured attribute filters
if (AvailableAttributes != null && AvailableAttributes.Any())
{
var attributeValueService = new AttributeValueService(rockContext);
var parameterExpression = attributeValueService.ParameterExpression;
foreach (var attribute in AvailableAttributes)
{
var filterControl = phAttributeFilters.FindControl("filter_" + attribute.Id.ToString());
if (filterControl != null)
{
var filterValues = attribute.FieldType.Field.GetFilterValues(filterControl, attribute.QualifierValues, Rock.Reporting.FilterMode.SimpleFilter);
var expression = attribute.FieldType.Field.AttributeFilterExpression(attribute.QualifierValues, filterValues, parameterExpression);
if (expression != null)
{
var attributeValues = attributeValueService
.Queryable()
.Where(v => v.Attribute.Id == attribute.Id);
attributeValues = attributeValues.Where(parameterExpression, expression, null);
qry = qry.Where(w => attributeValues.Select(v => v.EntityId).Contains(w.Id));
}
}
}
}
IOrderedQueryable <FinancialBatch> sortedQry = null;
SortProperty sortProperty = gBatchList.SortProperty;
if (sortProperty != null)
{
switch (sortProperty.Property)
{
case "TransactionCount":
{
if (sortProperty.Direction == SortDirection.Ascending)
{
sortedQry = qry.OrderBy(b => b.Transactions.Count());
}
else
{
sortedQry = qry.OrderByDescending(b => b.Transactions.Count());
}
break;
}
case "TransactionAmount":
{
if (sortProperty.Direction == SortDirection.Ascending)
{
sortedQry = qry.OrderBy(b => b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M);
}
else
{
sortedQry = qry.OrderByDescending(b => b.Transactions.Sum(t => (decimal?)(t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M)) ?? 0.0M);
}
break;
}
default:
{
sortedQry = qry.Sort(sortProperty);
break;
}
}
}
else
{
sortedQry = qry
.OrderByDescending(b => b.BatchStartDateTime)
.ThenBy(b => b.Name);
}
return(sortedQry);
}
//
// Swipe Panel Events
//
private void ProcessSwipe(string swipeData)
{
try
{
using (var rockContext = new RockContext())
{
// create swipe object
SwipePaymentInfo swipeInfo = new SwipePaymentInfo(swipeData);
swipeInfo.Amount = this.Amounts.Sum(a => a.Value);
// if not anonymous then add contact info to the gateway transaction
if (this.AnonymousGiverPersonAliasId != this.SelectedGivingUnit.PersonAliasId)
{
var giver = new PersonAliasService(rockContext).Queryable("Person, Person.PhoneNumbers").Where(p => p.Id == this.SelectedGivingUnit.PersonAliasId).FirstOrDefault();
swipeInfo.FirstName = giver.Person.NickName;
swipeInfo.LastName = giver.Person.LastName;
if (giver.Person.PhoneNumbers != null)
{
Guid homePhoneValueGuid = new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_HOME);
var homephone = giver.Person.PhoneNumbers.Where(p => p.NumberTypeValue.Guid == homePhoneValueGuid).FirstOrDefault();
if (homephone != null)
{
swipeInfo.Phone = homephone.NumberFormatted;
}
}
var homeLocation = giver.Person.GetHomeLocation();
if (homeLocation != null)
{
swipeInfo.Street1 = homeLocation.Street1;
if (!string.IsNullOrWhiteSpace(homeLocation.Street2))
{
swipeInfo.Street2 = homeLocation.Street2;
}
swipeInfo.City = homeLocation.City;
swipeInfo.State = homeLocation.State;
swipeInfo.PostalCode = homeLocation.PostalCode;
}
}
// add comment to the transation
swipeInfo.Comment1 = GetAttributeValue("PaymentComment");
// get gateway
FinancialGateway financialGateway = null;
GatewayComponent gateway = null;
Guid? gatewayGuid = GetAttributeValue("CreditCardGateway").AsGuidOrNull();
if (gatewayGuid.HasValue)
{
financialGateway = new FinancialGatewayService(rockContext).Get(gatewayGuid.Value);
if (financialGateway != null)
{
financialGateway.LoadAttributes(rockContext);
}
gateway = financialGateway.GetGatewayComponent();
}
if (gateway != null)
{
string errorMessage = string.Empty;
var transaction = gateway.Charge(financialGateway, swipeInfo, out errorMessage);
if (transaction != null)
{
var txnChanges = new List <string>();
txnChanges.Add("Created Transaction (from kiosk)");
_transactionCode = transaction.TransactionCode;
History.EvaluateChange(txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode);
var personName = new PersonAliasService(rockContext)
.Queryable().AsNoTracking()
.Where(a => a.Id == this.SelectedGivingUnit.PersonAliasId)
.Select(a => a.Person.NickName + " " + a.Person.LastName)
.FirstOrDefault();
transaction.AuthorizedPersonAliasId = this.SelectedGivingUnit.PersonAliasId;
History.EvaluateChange(txnChanges, "Person", string.Empty, personName);
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);
transaction.Summary = swipeInfo.Comment1;
History.EvaluateChange(txnChanges, "Transaction Code", string.Empty, transaction.Summary);
if (transaction.FinancialPaymentDetail == null)
{
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
transaction.FinancialPaymentDetail.SetFromPaymentInfo(swipeInfo, 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 accountAmount in this.Amounts.Where(a => a.Value > 0))
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = accountAmount.Value;
transactionDetail.AccountId = accountAmount.Key;
transaction.TransactionDetails.Add(transactionDetail);
var account = new FinancialAccountService(rockContext).Get(accountAmount.Key);
if (account != null)
{
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"),
swipeInfo.CurrencyTypeValue,
swipeInfo.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.WrapTransaction(() =>
{
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,
personName,
typeof(FinancialTransaction),
transaction.Id
);
});
// send receipt in one is configured and not giving anonymously
if (!string.IsNullOrWhiteSpace(GetAttributeValue("ReceiptEmail")) && (this.AnonymousGiverPersonAliasId != this.SelectedGivingUnit.PersonAliasId))
{
_receiptSent = true;
SendReceipt();
}
HidePanels();
ShowReceiptPanel();
}
else
{
lSwipeErrors.Text = String.Format("<div class='alert alert-danger'>An error occurred while process this transaction. Message: {0}</div>", errorMessage);
}
}
else
{
lSwipeErrors.Text = "<div class='alert alert-danger'>Invalid gateway provided. Please provide a gateway. Transaction not processed.</div>";
}
}
}
catch (Exception ex)
{
lSwipeErrors.Text = String.Format("<div class='alert alert-danger'>An error occurred while process this transaction. Message: {0}</div>", ex.Message);
}
}
/// <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 batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
var changes = new List <string>();
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
changes.Add("Created the batch");
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
if (ddlBatchName.Visible)
{
History.EvaluateChange(changes, "Batch Name", batch.Name, ddlBatchName.SelectedItem.Text);
batch.Name = ddlBatchName.SelectedItem.Text;
}
else
{
History.EvaluateChange(changes, "Batch Name", batch.Name, tbName.Text);
batch.Name = tbName.Text;
}
BatchStatus batchStatus = (BatchStatus)ddlStatus.SelectedIndex;
string errorMessage;
if (!batch.IsValidBatchStatusChange(batch.Status, batchStatus, this.CurrentPerson, out errorMessage))
{
cvBatch.IsValid = false;
cvBatch.ErrorMessage = errorMessage;
return;
}
History.EvaluateChange(changes, "Status", batch.Status, batchStatus);
batch.Status = batchStatus;
CampusCache oldCampus = null;
if (batch.CampusId.HasValue)
{
oldCampus = CampusCache.Read(batch.CampusId.Value);
}
CampusCache newCampus = null;
if (campCampus.SelectedCampusId.HasValue)
{
newCampus = CampusCache.Read(campCampus.SelectedCampusId.Value);
}
History.EvaluateChange(changes, "Campus", oldCampus != null ? oldCampus.Name : "None", newCampus != null ? newCampus.Name : "None");
batch.CampusId = campCampus.SelectedCampusId;
DateTime?startDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
History.EvaluateChange(changes, "Start Date/Time", batch.BatchStartDateTime, startDateTime);
batch.BatchStartDateTime = startDateTime;
DateTime?endDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
endDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
endDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
History.EvaluateChange(changes, "End Date/Time", batch.BatchEndDateTime, endDateTime);
batch.BatchEndDateTime = endDateTime;
decimal controlAmount = tbControlAmount.Text.AsDecimal();
History.EvaluateChange(changes, "Control Amount", batch.ControlAmount.FormatAsCurrency(), controlAmount.FormatAsCurrency());
batch.ControlAmount = controlAmount;
History.EvaluateChange(changes, "Accounting System Code", batch.AccountingSystemCode, tbAccountingCode.Text);
batch.AccountingSystemCode = tbAccountingCode.Text;
History.EvaluateChange(changes, "Notes", batch.Note, tbNote.Text);
batch.Note = tbNote.Text;
cvBatch.IsValid = batch.IsValid;
if (!Page.IsValid || !batch.IsValid)
{
cvBatch.ErrorMessage = batch.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
batch.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, batch);
rockContext.WrapTransaction(() =>
{
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
pdAuditDetails.SetEntity(batch, ResolveRockUrl("~"));
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
}
}
});
batch.SaveAttributeValues(rockContext);
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
// If there is a batch context item, update the context's properties with new values
var contextObjects = new Dictionary <string, object>();
foreach (var contextEntityType in RockPage.GetContextEntityTypes())
{
var contextEntity = RockPage.GetCurrentContext(contextEntityType);
if (contextEntity is FinancialBatch)
{
var contextBatch = contextEntity as FinancialBatch;
contextBatch.CopyPropertiesFrom(batch);
}
}
// Then refresh transaction list
RockPage.UpdateBlocks("~/Blocks/Finance/TransactionList.ascx");
}
}
}
protected void btnExportToShelbyFinancials_Click(object sender, EventArgs e)
{
Session["JournalType"] = ddlJournalType.SelectedValue;
Session["AccountingPeriod"] = tbAccountingPeriod.Text;
if (_financialBatch != null)
{
var rockContext = new RockContext();
var sfJournal = new SFJournal();
var journalCode = ddlJournalType.SelectedValue;
var period = tbAccountingPeriod.Text.AsInteger();
var debugLava = GetAttributeValue("EnableDebug");
var items = sfJournal.GetGLExcelLines(rockContext, _financialBatch, journalCode, period, ref debugLava, GetAttributeValue("JournalDescriptionLava"));
if (items.Count > 0)
{
var excel = sfJournal.GLExcelExport(items);
Session["ShelbyFinancialsExcelExport"] = excel;
Session["ShelbyFinancialsFileId"] = _financialBatch.Id.ToString();
Session["ShelbyFinancialsDebugLava"] = debugLava;
//
// vars we need to know
//
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
//
// Close Batch if we're supposed to
//
if (GetAttributeValue("CloseBatch").AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.ShelbyFinancials.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.ShelbyFinancials.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.ShelbyFinancials.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
/// <summary>
/// Handles the Click event of the btnConfirm 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 btnConfirm_Click(object sender, EventArgs e)
{
// send signalR message to start progress indicator
int progress = 0;
_hubContext.Clients.All.receiveNotification(signalREventName, "0");
XDocument xml = null;
int? total = null;
int? batchId = null;
string batchName = string.Empty;
int?attributeId = null;
int?binaryFileTypeId = null;
using (var rockContext = new RockContext())
{
// Get the XML
var binaryFile = new BinaryFileService(rockContext).Get(_binaryFileId.Value);
if (binaryFile != null)
{
using (var stream = binaryFile.ContentStream)
{
xml = XDocument.Load(stream);
}
}
// Get the number of transactions
if (xml != null)
{
total = xml.Root.Descendants().Where(n => n.Name == "Gift").Count();
}
if (xml != null && total.HasValue && total.Value > 0)
{
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
// Load (or create) the batch
batchId = ddlBatch.SelectedValueAsInt();
if (batchId.HasValue)
{
batch = batchService.Get(batchId.Value);
}
if (batch == null)
{
batch = new FinancialBatch();
batch.Guid = Guid.NewGuid();
batch.Name = Path.GetFileNameWithoutExtension(binaryFile.FileName);
batch.Status = BatchStatus.Open;
batch.BatchStartDateTime = RockDateTime.Today;
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays(1);
batch.ControlAmount = 0;
batchService.Add(batch);
rockContext.SaveChanges();
batchId = batch.Id;
}
batchName = batch.Name;
// Get the attribute id for the envelop number attribute
int?personEntityTypeId = EntityTypeCache.GetId <Rock.Model.Person>();
attributeId = new AttributeService(rockContext)
.Queryable().AsNoTracking()
.Where(a =>
a.EntityTypeId == personEntityTypeId &&
a.Key == "GivingEnvelopeNumber")
.Select(a => a.Id)
.FirstOrDefault();
// Get the binary file type for contribution images
var binaryFileType = new BinaryFileTypeService(rockContext).Get(Rock.SystemGuid.BinaryFiletype.CONTRIBUTION_IMAGE.AsGuid());
if (binaryFileType != null)
{
binaryFileTypeId = binaryFileType.Id;
}
}
}
// Initialize the status variables
int matchCount = 0;
int unmatchCount = 0;
int errorCount = 0;
var allErrorMessages = new List <string>();
// Process each transaction
foreach (var node in xml.Root.Descendants().Where(n => n.Name == "Gift"))
{
var errorMessages = new List <string>();
var status = ProcessTransaction(node, batchId, attributeId, binaryFileTypeId, out errorMessages);
switch (status)
{
case ProcessStatus.Matched: matchCount++; break;
case ProcessStatus.Unmatched: unmatchCount++; break;
case ProcessStatus.Error: errorCount++; break;
}
allErrorMessages.AddRange(errorMessages);
// Update progress using signalR
progress++;
int percentage = (progress * 100) / total.Value;
_hubContext.Clients.All.receiveNotification(signalREventName, percentage.ToString("N0"));
}
// update success message to indicate the txns that were updated
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0:N0} {1} processed.</li>", total.Value, "transaction".PluralizeIf(total.Value > 1));
sb.AppendFormat("<li>{0:N0} {1} matched to an existing person.</li>", matchCount,
(matchCount == 1 ? "transaction was" : "transactions were"));
sb.AppendFormat("<li>{0:N0} {1} NOT matched to an existing person.</li>", unmatchCount,
(unmatchCount == 1 ? "transaction was" : "transactions were"));
if (errorCount > 0)
{
sb.AppendFormat("<li>{0:N0} {1} NOT imported due to error during import (see errors below).</li>", errorCount,
(errorCount == 1 ? "transaction was" : "transactions were"));
}
using (var rockContext = new RockContext())
{
var batch = new FinancialBatchService(rockContext).Get(batchId.Value);
if (batch != null)
{
// update batch control amount
batch.ControlAmount += _totalAmount;
rockContext.SaveChanges();
// Add link to batch
var qryParam = new Dictionary <string, string>();
qryParam.Add("batchId", batchId.ToString());
string batchUrl = LinkedPageUrl("BatchDetailPage", qryParam);
string batchLink = string.Format("<a href='{0}'>{1}</a>", batchUrl, batch.Name);
int totalTransactions = matchCount + unmatchCount;
string summaryformat = totalTransactions == 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, totalTransactions.ToString("N0"), _totalAmount.FormatAsCurrency(), batchLink);
}
}
nbSuccess.Text = string.Format("<ul>{0}</ul>", sb.ToString());
// Display any errors that occurred
if (allErrorMessages.Any())
{
StringBuilder sbErrors = new StringBuilder();
foreach (var errorMsg in allErrorMessages)
{
sbErrors.AppendFormat("<li>{0}</li>", errorMsg);
}
nbErrors.Text = string.Format("<ul>{0}</ul>", sbErrors.ToString());
nbErrors.Visible = true;
}
else
{
nbErrors.Visible = false;
}
ShowResults();
}
