/// <summary>
/// Creates the saved account.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="paymentDetail">The payment detail.</param>
/// <param name="financialGateway">The financial gateway.</param>
/// <param name="person">The person.</param>
/// <param name="rockContext">The rock context.</param>
/// <returns></returns>
private FinancialPersonSavedAccount CreateSavedAccount(PaymentParameters parameters, FinancialPaymentDetail paymentDetail, FinancialGateway financialGateway, Person person, RockContext rockContext)
{
var lastFour = paymentDetail.AccountNumberMasked.Substring(paymentDetail.AccountNumberMasked.Length - 4);
var name = string.Empty;
if (parameters.AccountType.ToLower() != "credit")
{
if (string.IsNullOrWhiteSpace(parameters.RoutingNumber))
{
GenerateResponse(HttpStatusCode.BadRequest, "RoutingNumber is required for ACH transactions");
return(null);
}
if (string.IsNullOrWhiteSpace(parameters.AccountNumber))
{
GenerateResponse(HttpStatusCode.BadRequest, "AccountNumber is required");
return(null);
}
name = "Bank card ***" + lastFour;
var bankAccountService = new FinancialPersonBankAccountService(rockContext);
var accountNumberSecured = FinancialPersonBankAccount.EncodeAccountNumber(parameters.RoutingNumber, parameters.AccountNumber);
var bankAccount = bankAccountService.Queryable().Where(a =>
a.AccountNumberSecured == accountNumberSecured &&
a.PersonAliasId == person.PrimaryAliasId.Value).FirstOrDefault();
if (bankAccount == null)
{
bankAccount = new FinancialPersonBankAccount();
bankAccount.PersonAliasId = person.PrimaryAliasId.Value;
bankAccount.AccountNumberMasked = paymentDetail.AccountNumberMasked;
bankAccount.AccountNumberSecured = accountNumberSecured;
bankAccountService.Add(bankAccount);
}
}
else
{
name = "Credit card ***" + lastFour;
}
var savedAccount = new FinancialPersonSavedAccount {
PersonAliasId = person.PrimaryAliasId,
FinancialGatewayId = financialGateway.Id,
Name = name,
FinancialPaymentDetailId = paymentDetail.Id
};
new FinancialPersonSavedAccountService(rockContext).Add(savedAccount);
rockContext.SaveChanges();
return(savedAccount);
}
public void RockCleanup_Execute_ShouldUpdatePeopleWithFinancialPersonBankAccountToAccountProtectionProfileHigh()
{
var personGuid = Guid.NewGuid();
var personWithFinancialPersonBankAccount = new Person
{
FirstName = "Test",
LastName = personGuid.ToString(),
Email = $"{personGuid}@test.com",
Guid = personGuid
};
using (var rockContext = new RockContext())
{
var personService = new PersonService(rockContext);
personService.Add(personWithFinancialPersonBankAccount);
rockContext.SaveChanges();
personWithFinancialPersonBankAccount = personService.Get(personWithFinancialPersonBankAccount.Id);
var financialPersonBankAccount = new FinancialPersonBankAccount
{
PersonAliasId = personWithFinancialPersonBankAccount.PrimaryAliasId.Value,
AccountNumberMasked = "1111",
AccountNumberSecured = "1111-111-11"
};
var service = new FinancialPersonBankAccountService(rockContext);
service.Add(financialPersonBankAccount);
rockContext.SaveChanges();
}
ExecuteRockCleanupJob();
using (var rockContext = new RockContext())
{
var actualPerson = new PersonService(rockContext).Get(personGuid);
Assert.That.AreEqual(AccountProtectionProfile.High, actualPerson.AccountProtectionProfile);
}
}
/// <summary>
/// Handles the Click event of the btnNext 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 btnNext_Click(object sender, EventArgs e)
{
var changes = new List <string>();
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
var financialPersonBankAccountService = new FinancialPersonBankAccountService(rockContext);
int txnId = hfTransactionId.Value.AsInteger();
var financialTransaction = financialTransactionService
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person")
.FirstOrDefault(t => t.Id == txnId);
// set the AuthorizedPersonId (the person who wrote the check, for example) to the if the SelectNew person (if selected) or person selected in the drop down (if there is somebody selected)
int?authorizedPersonId = ppSelectNew.PersonId ?? ddlIndividual.SelectedValue.AsIntegerOrNull();
var accountNumberSecured = hfCheckMicrHashed.Value;
if (cbTotalAmount.Text.AsDecimalOrNull().HasValue&& !authorizedPersonId.HasValue)
{
nbSaveError.Text = "Transaction must be matched to a person when the amount is specified.";
nbSaveError.Visible = true;
return;
}
// if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction and clear out the detail records (we don't want an unmatched transaction to have detail records)
if (financialTransaction != null &&
financialTransaction.AuthorizedPersonAliasId.HasValue &&
!authorizedPersonId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = null;
foreach (var detail in financialTransaction.TransactionDetails)
{
History.EvaluateChange(changes, detail.Account != null ? detail.Account.Name : "Unknown", detail.Amount.FormatAsCurrency(), string.Empty);
financialTransactionDetailService.Delete(detail);
}
changes.Add("Unmatched transaction");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
financialTransaction.BatchId.Value,
changes,
string.Format("Transaction Id: {0}", financialTransaction.Id),
typeof(FinancialTransaction),
financialTransaction.Id,
false);
rockContext.SaveChanges();
// if the transaction was unmatched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
// if the transaction is matched to somebody, attempt to save it. Otherwise, if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction
if (financialTransaction != null && authorizedPersonId.HasValue)
{
if (cbTotalAmount.Text.AsDecimalOrNull() == null)
{
nbSaveError.Text = "Total amount must be allocated to accounts.";
nbSaveError.Visible = true;
return;
}
var personAlias = new PersonAliasService(rockContext).GetPrimaryAlias(authorizedPersonId.Value);
int?personAliasId = personAlias != null ? personAlias.Id : (int?)null;
// if this transaction has an accountnumber associated with it (in other words, it's a valid scanned check), ensure there is a financialPersonBankAccount record
if (financialTransaction.MICRStatus == MICRStatus.Success && !string.IsNullOrWhiteSpace(accountNumberSecured))
{
var financialPersonBankAccount = financialPersonBankAccountService.Queryable().Where(a => a.AccountNumberSecured == accountNumberSecured && a.PersonAlias.PersonId == authorizedPersonId.Value).FirstOrDefault();
if (financialPersonBankAccount == null)
{
if (personAliasId.HasValue)
{
financialPersonBankAccount = new FinancialPersonBankAccount();
financialPersonBankAccount.PersonAliasId = personAliasId.Value;
financialPersonBankAccount.AccountNumberSecured = accountNumberSecured;
var checkMicrClearText = Encryption.DecryptString(financialTransaction.CheckMicrParts);
var parts = checkMicrClearText.Split('_');
if (parts.Length >= 2)
{
financialPersonBankAccount.AccountNumberMasked = parts[1].Masked();
}
if (string.IsNullOrWhiteSpace(financialPersonBankAccount.AccountNumberMasked))
{
financialPersonBankAccount.AccountNumberMasked = "************????";
}
financialPersonBankAccountService.Add(financialPersonBankAccount);
}
}
}
string prevPerson = (financialTransaction.AuthorizedPersonAlias != null && financialTransaction.AuthorizedPersonAlias.Person != null) ?
financialTransaction.AuthorizedPersonAlias.Person.FullName : string.Empty;
string newPerson = string.Empty;
if (personAliasId.HasValue)
{
newPerson = personAlias.Person.FullName;
financialTransaction.AuthorizedPersonAliasId = personAliasId;
}
History.EvaluateChange(changes, "Person", prevPerson, newPerson);
// just in case this transaction is getting re-edited either by the same user, or somebody else, clean out any existing TransactionDetail records
foreach (var detail in financialTransaction.TransactionDetails.ToList())
{
financialTransactionDetailService.Delete(detail);
History.EvaluateChange(changes, detail.Account != null ? detail.Account.Name : "Unknown", detail.Amount.FormatAsCurrency(), string.Empty);
}
foreach (var accountBox in rptAccounts.ControlsOfTypeRecursive <CurrencyBox>())
{
var amount = accountBox.Text.AsDecimalOrNull();
if (amount.HasValue && amount.Value >= 0)
{
var financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.TransactionId = financialTransaction.Id;
financialTransactionDetail.AccountId = accountBox.Attributes["data-account-id"].AsInteger();
financialTransactionDetail.Amount = amount.Value;
financialTransactionDetailService.Add(financialTransactionDetail);
History.EvaluateChange(changes, accountBox.Label, 0.0M.FormatAsCurrency(), amount.Value.FormatAsCurrency());
}
}
financialTransaction.Summary = tbSummary.Text;
financialTransaction.ProcessedByPersonAliasId = this.CurrentPersonAlias.Id;
financialTransaction.ProcessedDateTime = RockDateTime.Now;
changes.Add("Matched transaction");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
financialTransaction.BatchId.Value,
changes,
personAlias != null && personAlias.Person != null ? personAlias.Person.FullName : string.Format("Transaction Id: {0}", financialTransaction.Id),
typeof(FinancialTransaction),
financialTransaction.Id,
false);
rockContext.SaveChanges();
}
else
{
// if the transaction was not matched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
NavigateToTransaction(Direction.Next);
}
/// <summary>
/// Handles the Click event of the btnNext 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 btnNext_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
var financialPersonBankAccountService = new FinancialPersonBankAccountService(rockContext);
int txnId = hfTransactionId.Value.AsInteger();
var financialTransaction = financialTransactionService
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person")
.FirstOrDefault(t => t.Id == txnId);
// set the AuthorizedPersonId (the person who wrote the check, for example) to the if the SelectNew person (if selected) or person selected in the drop down (if there is somebody selected)
int?authorizedPersonId = ppSelectNew.PersonId ?? ddlIndividual.SelectedValue.AsIntegerOrNull();
var accountNumberSecured = hfCheckMicrHashed.Value;
if (cbTotalAmount.Text.AsDecimalOrNull().HasValue&& !authorizedPersonId.HasValue)
{
nbSaveError.Text = "Transaction must be matched to a person when the amount is specified.";
nbSaveError.Visible = true;
return;
}
// if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction and clear out the detail records (we don't want an unmatched transaction to have detail records)
if (financialTransaction != null &&
financialTransaction.AuthorizedPersonAliasId.HasValue &&
!authorizedPersonId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = null;
foreach (var detail in financialTransaction.TransactionDetails)
{
financialTransactionDetailService.Delete(detail);
}
rockContext.SaveChanges();
// if the transaction was unmatched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
// if the transaction is matched to somebody, attempt to save it. Otherwise, if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction
if (financialTransaction != null && authorizedPersonId.HasValue)
{
bool requiresMicr = financialTransaction.CurrencyTypeValue.Guid == Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK.AsGuid();
if (requiresMicr && string.IsNullOrWhiteSpace(accountNumberSecured))
{
// should be showing already, but just in case
nbNoMicrWarning.Visible = true;
return;
}
if (cbTotalAmount.Text.AsDecimalOrNull() == null)
{
nbSaveError.Text = "Total amount must be allocated to accounts.";
nbSaveError.Visible = true;
return;
}
int?personAliasId = new PersonAliasService(rockContext).GetPrimaryAliasId(authorizedPersonId.Value);
// if this transaction has an accountnumber associated with it (in other words, it's a scanned check), ensure there is a financialPersonBankAccount record
if (!string.IsNullOrWhiteSpace(accountNumberSecured))
{
var financialPersonBankAccount = financialPersonBankAccountService.Queryable().Where(a => a.AccountNumberSecured == accountNumberSecured && a.PersonAlias.PersonId == authorizedPersonId.Value).FirstOrDefault();
if (financialPersonBankAccount == null)
{
if (personAliasId.HasValue)
{
financialPersonBankAccount = new FinancialPersonBankAccount();
financialPersonBankAccount.PersonAliasId = personAliasId.Value;
financialPersonBankAccount.AccountNumberSecured = accountNumberSecured;
var checkMicrClearText = Encryption.DecryptString(financialTransaction.CheckMicrEncrypted);
var parts = checkMicrClearText.Split('_');
if (parts.Length >= 2)
{
financialPersonBankAccount.AccountNumberMasked = parts[1].Masked();
}
financialPersonBankAccountService.Add(financialPersonBankAccount);
}
}
}
if (personAliasId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = personAliasId;
}
// just in case this transaction is getting re-edited either by the same user, or somebody else, clean out any existing TransactionDetail records
foreach (var detail in financialTransaction.TransactionDetails.ToList())
{
financialTransactionDetailService.Delete(detail);
}
foreach (var accountBox in rptAccounts.ControlsOfTypeRecursive <CurrencyBox>())
{
var amount = accountBox.Text.AsDecimalOrNull();
if (amount.HasValue && amount.Value >= 0)
{
var financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.TransactionId = financialTransaction.Id;
financialTransactionDetail.AccountId = accountBox.Attributes["data-account-id"].AsInteger();
financialTransactionDetail.Amount = amount.Value;
financialTransactionDetailService.Add(financialTransactionDetail);
}
}
financialTransaction.ProcessedByPersonAliasId = this.CurrentPersonAlias.Id;
financialTransaction.ProcessedDateTime = RockDateTime.Now;
rockContext.SaveChanges();
}
else
{
// if the transaction was not matched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
NavigateToTransaction(Direction.Next);
}
