/// <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);
nbInvalid.Visible = false;
var pledgeId = PageParameter("PledgeId").AsInteger();
if (!IsPostBack)
{
ShowDetail(pledgeId);
}
// 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 pledge = new FinancialPledgeService(new RockContext()).Get(pledgeId);
if (pledge == null)
{
pledge = new FinancialPledge();
}
pledge.LoadAttributes();
phAttributes.Controls.Clear();
Helper.AddEditControls(pledge, phAttributes, true, BlockValidationGroup);
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialPledge pledge;
var pledgeService = new FinancialPledgeService();
var pledgeId = int.Parse(hfPledgeId.Value);
if (pledgeId == 0)
{
pledge = new FinancialPledge();
pledgeService.Add(pledge, CurrentPersonId);
}
else
{
pledge = pledgeService.Get(pledgeId);
}
pledge.PersonId = ppPerson.PersonId;
pledge.AccountId = int.Parse(fpFund.SelectedValue);
pledge.TotalAmount = decimal.Parse(tbAmount.Text);
pledge.StartDate = dpDateRange.LowerValue.Value;
pledge.EndDate = dpDateRange.UpperValue.Value;
pledge.PledgeFrequencyValueId = int.Parse(ddlFrequencyType.SelectedValue);
if (!pledge.IsValid)
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction(() => pledgeService.Save(pledge, CurrentPersonId));
NavigateToParentPage();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialPledge pledge;
var pledgeService = new FinancialPledgeService();
var pledgeId = int.Parse( hfPledgeId.Value );
if ( pledgeId == 0 )
{
pledge = new FinancialPledge();
pledgeService.Add( pledge, CurrentPersonId );
}
else
{
pledge = pledgeService.Get( pledgeId );
}
pledge.PersonId = ppPerson.PersonId;
pledge.AccountId = int.Parse( fpFund.SelectedValue );
pledge.TotalAmount = decimal.Parse( tbAmount.Text );
pledge.StartDate = dpDateRange.LowerValue.Value;
pledge.EndDate = dpDateRange.UpperValue.Value;
pledge.PledgeFrequencyValueId = int.Parse( ddlFrequencyType.SelectedValue );
if ( !pledge.IsValid )
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction( () => pledgeService.Save( pledge, CurrentPersonId ) );
NavigateToParentPage();
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail(int pledgeId)
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY);
ddlFrequencyType.BindToDefinedType(DefinedTypeCache.Read(frequencyTypeGuid), true);
FinancialPledge pledge = null;
if (pledgeId > 0)
{
pledge = new FinancialPledgeService(new RockContext()).Get(pledgeId);
lActionTitle.Text = ActionTitle.Edit(FinancialPledge.FriendlyTypeName).FormatAsHtmlTitle();
}
if (pledge == null)
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add(FinancialPledge.FriendlyTypeName).FormatAsHtmlTitle();
}
var isReadOnly = !IsUserAuthorized(Authorization.EDIT);
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if (pledge.PersonAlias != null)
{
ppPerson.SetValue(pledge.PersonAlias.Person);
}
else
{
ppPerson.SetValue(null);
}
ppPerson.Enabled = !isReadOnly;
apAccount.SetValue(pledge.Account);
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge?pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge?pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if (isReadOnly)
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed(FinancialPledge.FriendlyTypeName);
lActionTitle.Text = ActionTitle.View(BlockType.FriendlyTypeName);
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail( int pledgeId )
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY );
ddlFrequencyType.BindToDefinedType( DefinedTypeCache.Read( frequencyTypeGuid ), true );
FinancialPledge pledge = null;
if ( pledgeId > 0 )
{
pledge = new FinancialPledgeService( new RockContext() ).Get( pledgeId );
lActionTitle.Text = ActionTitle.Edit( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
}
if ( pledge == null )
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
}
var isReadOnly = !IsUserAuthorized( Authorization.EDIT );
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if ( pledge.PersonAlias != null )
{
ppPerson.SetValue( pledge.PersonAlias.Person );
}
else
{
ppPerson.SetValue( null );
}
ppPerson.Enabled = !isReadOnly;
apAccount.SetValue( pledge.Account );
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge ? pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge ? pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if ( isReadOnly )
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed( FinancialPledge.FriendlyTypeName );
lActionTitle.Text = ActionTitle.View( BlockType.FriendlyTypeName );
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="itemKey">The item key.</param>
/// <param name="itemKeyValue">The item key value.</param>
public void ShowDetail(string itemKey, int itemKeyValue)
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY);
ddlFrequencyType.BindToDefinedType(DefinedTypeCache.Read(frequencyTypeGuid));
FinancialPledge pledge;
if (itemKeyValue > 0)
{
pledge = new FinancialPledgeService().Get(itemKeyValue);
lActionTitle.Text = ActionTitle.Edit(FinancialPledge.FriendlyTypeName);
}
else
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add(FinancialPledge.FriendlyTypeName);
}
var isReadOnly = !IsUserAuthorized("Edit");
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
ppPerson.SetValue(pledge.Person);
ppPerson.Enabled = !isReadOnly;
fpFund.SetValue(pledge.Account);
fpFund.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge?pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dtpStartDate.Text = !isNewPledge?pledge.StartDate.ToShortDateString() : string.Empty;
dtpStartDate.ReadOnly = isReadOnly;
dtpEndDate.Text = !isNewPledge?pledge.EndDate.ToShortDateString() : string.Empty;
dtpEndDate.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge?pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if (isReadOnly)
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed(FinancialPledge.FriendlyTypeName);
lActionTitle.Text = ActionTitle.View(BlockType.FriendlyTypeName);
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
/// <summary>
/// Exports the financial pledges.
/// </summary>
public static void ExportFinancialPledges()
{
try
{
_request = new RestRequest(API_PLEDGE_CAMPAIGNS, Method.GET);
_request.AddQueryParameter("session_id", SessionId);
var response = _client.Execute(_request);
ApiCounter++;
dynamic data = JsonConvert.DeserializeObject(response.Content);
JArray records = data.data;
if (records.Count > 0)
{
foreach (var pledge in records)
{
string pledgeId = pledge.Value <string>("campaignId");
_request = new RestRequest(API_PLEDGE_PEOPLE + pledgeId.ToString(), Method.GET);
_request.AddQueryParameter("session_id", SessionId);
response = _client.Execute(_request);
ApiCounter++;
data = JsonConvert.DeserializeObject(response.Content);
JArray personPledgeRecords = data.data;
if (personPledgeRecords != null)
{
foreach (var personPledge in personPledgeRecords)
{
FinancialPledge importPledge = ElexioCommunityFinancialPledge.Translate(personPledge);
if (importPledge != null)
{
ImportPackage.WriteToPackage(importPledge);
}
}
}
}
}
}
catch (Exception ex)
{
ErrorMessage = ex.Message;
}
}
/// <summary>
/// Binds the attributes
/// </summary>
private void BindAttributes()
{
// Parse the attribute filters
AvailableAttributes = new List <AttributeCache>();
int entityTypeId = new FinancialPledge().TypeId;
foreach (var attributeModel in new AttributeService(new RockContext()).Queryable()
.Where(a =>
a.EntityTypeId == entityTypeId &&
a.IsGridColumn)
.OrderBy(a => a.Order)
.ThenBy(a => a.Name))
{
AvailableAttributes.Add(AttributeCache.Get(attributeModel));
}
}
public static FinancialPledge Translate(DataRow row)
{
var financialPledge = new FinancialPledge();
financialPledge.Id = row.Field <int>("PledgeId");
financialPledge.PersonId = row.Field <int>("IndividualId");
financialPledge.AccountId = row.Field <Int16>("FundNumber");
financialPledge.StartDate = row.Field <DateTime?>("StartDate");
financialPledge.EndDate = row.Field <DateTime?>("StopDate");
financialPledge.TotalAmount = row.Field <decimal>("TotalPled");
var frequency = row.Field <string>("Freq");
switch (frequency)
{
case "Bi-Weekly":
financialPledge.PledgeFrequency = PledgeFrequency.BiWeekly;
break;
case "Monthly":
financialPledge.PledgeFrequency = PledgeFrequency.Monthly;
break;
case "One Time":
financialPledge.PledgeFrequency = PledgeFrequency.OneTime;
break;
case "Semi-Monthly":
financialPledge.PledgeFrequency = PledgeFrequency.TwiceAMonth;
break;
case "Weekly":
financialPledge.PledgeFrequency = PledgeFrequency.Weekly;
break;
case "Yearly":
financialPledge.PledgeFrequency = PledgeFrequency.Yearly;
break;
default:
financialPledge.PledgeFrequency = PledgeFrequency.OneTime; // not sure if this is the best option
break;
}
return(financialPledge);
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialPledge pledge;
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledgeId = hfPledgeId.Value.AsInteger();
if (pledgeId == 0)
{
pledge = new FinancialPledge();
pledgeService.Add(pledge);
}
else
{
pledge = pledgeService.Get(pledgeId);
}
pledge.PersonAliasId = ppPerson.PersonAliasId;
pledge.GroupId = ddlGroup.SelectedValueAsInt();
pledge.AccountId = apAccount.SelectedValue.AsIntegerOrNull();
pledge.TotalAmount = tbAmount.Text.AsDecimal();
pledge.StartDate = dpDateRange.LowerValue.HasValue ? dpDateRange.LowerValue.Value : DateTime.MinValue;
pledge.EndDate = dpDateRange.UpperValue.HasValue ? dpDateRange.UpperValue.Value : DateTime.MaxValue;
pledge.PledgeFrequencyValueId = dvpFrequencyType.SelectedValue.AsIntegerOrNull();
pledge.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, pledge);
if (!pledge.IsValid)
{
ShowInvalidResults(pledge.ValidationResults);
return;
}
rockContext.SaveChanges();
pledge.SaveAttributeValues(rockContext);
NavigateToParentPage();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialPledge pledge;
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledgeId = hfPledgeId.Value.AsInteger();
if (pledgeId == 0)
{
pledge = new FinancialPledge();
pledgeService.Add(pledge);
}
else
{
pledge = pledgeService.Get(pledgeId);
}
if (ppPerson.PersonId.HasValue)
{
pledge.PersonAliasId = ppPerson.PersonAliasId;
}
pledge.AccountId = apAccount.SelectedValue.AsIntegerOrNull();
pledge.TotalAmount = tbAmount.Text.AsDecimal();
pledge.StartDate = dpDateRange.LowerValue.HasValue ? dpDateRange.LowerValue.Value : DateTime.MinValue;
pledge.EndDate = dpDateRange.UpperValue.HasValue ? dpDateRange.UpperValue.Value : DateTime.MaxValue;
pledge.PledgeFrequencyValueId = ddlFrequencyType.SelectedValue.AsIntegerOrNull();
if (!pledge.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
NavigateToParentPage();
}
public static FinancialPledge Translate(dynamic importFinancialPledge)
{
var pledge = new FinancialPledge();
pledge.Id = importFinancialPledge.pledgeId;
pledge.PersonId = importFinancialPledge.uid;
pledge.AccountId = importFinancialPledge.categoryId;
pledge.StartDate = importFinancialPledge.startDate;
pledge.EndDate = importFinancialPledge.endDate;
pledge.TotalAmount = importFinancialPledge.totalAmount;
string pledgeFreq = importFinancialPledge.frequency;
if (pledgeFreq == "yearly")
{
pledge.PledgeFrequency = PledgeFrequency.Yearly;
}
else if (pledgeFreq == "quarterly")
{
pledge.PledgeFrequency = PledgeFrequency.Quarterly;
}
else if (pledgeFreq == "monthly")
{
pledge.PledgeFrequency = PledgeFrequency.Monthly;
}
else if (pledgeFreq == "weekly")
{
pledge.PledgeFrequency = PledgeFrequency.Weekly;
}
else
{
pledge.PledgeFrequency = PledgeFrequency.OneTime;
}
return(pledge);
}
public static FinancialPledge Translate(XElement inputPledge)
{
var pledge = new FinancialPledge();
pledge.Id = inputPledge.Attribute("id").Value.AsInteger();
// Creating variable to hold fund element
var fundElement = inputPledge.Element("fund");
// Checking if there is a subfund
if (string.IsNullOrEmpty(fundElement.Element("subFund")?.Attribute("id").Value))
{
pledge.AccountId = fundElement.Attribute("id").Value.AsInteger();
}
else
{
pledge.AccountId = fundElement.Element("subFund").Attribute("id").Value.AsInteger();
}
pledge.StartDate = inputPledge.Element("startDate")?.Value.AsDateTime();
pledge.EndDate = inputPledge.Element("endDate")?.Value.AsDateTime();
pledge.CreatedDateTime = inputPledge.Element("createdDate")?.Value.AsDateTime();
pledge.ModifiedDateTime = inputPledge.Element("lastUpdatedDate")?.Value.AsDateTime();
// F1 doesn't store a pledge frequency
pledge.PledgeFrequency = PledgeFrequency.OneTime; // not sure if this is the best default
var goal = inputPledge.Element("goal").Value.AsDecimalOrNull();
if (goal.HasValue && goal.Value > 0)
{
pledge.TotalAmount = inputPledge.Element("goal").Value.AsDecimal();
}
return(pledge);
}
/// <summary>
/// Adds columns for any Pledge attributes marked as Show In Grid
/// </summary>
protected void AddAttributeColumns()
{
// Remove attribute columns
foreach (var column in gPledges.Columns.OfType <AttributeField>().ToList())
{
gPledges.Columns.Remove(column);
}
int entityTypeId = new FinancialPledge().TypeId;
foreach (var attribute in new AttributeService(new RockContext()).Queryable()
.Where(a =>
a.EntityTypeId == entityTypeId &&
a.IsGridColumn
)
.OrderBy(a => a.Order)
.ThenBy(a => a.Name))
{
string dataFieldExpression = attribute.Key;
bool columnExists = gPledges.Columns.OfType <AttributeField>().FirstOrDefault(a => a.DataField.Equals(dataFieldExpression)) != null;
if (!columnExists)
{
AttributeField boundField = new AttributeField();
boundField.DataField = dataFieldExpression;
boundField.AttributeId = attribute.Id;
boundField.HeaderText = attribute.Name;
var attributeCache = Rock.Web.Cache.AttributeCache.Get(attribute.Id);
if (attributeCache != null)
{
boundField.ItemStyle.HorizontalAlign = attributeCache.FieldType.Field.AlignValue;
}
gPledges.Columns.Add(boundField);
}
}
}
public static FinancialPledge Translate(DataRow row, Dictionary <int, HeadOfHousehold> headOfHouseHolds)
{
var pledge = new FinancialPledge();
pledge.Id = row.Field <int>("Pledge_id");
var householdId = row.Field <int?>("household_id");
var individualId = row.Field <int?>("individual_id");
if (individualId.HasValue)
{
pledge.PersonId = individualId.Value;
}
else if (householdId.HasValue && headOfHouseHolds.TryGetValue(householdId.Value, out var headOfHousehold))
{
pledge.PersonId = headOfHousehold?.IndividualId ?? 0;
}
pledge.TotalAmount = row.Field <decimal>("total_pledge");
pledge.StartDate = row.Field <DateTime?>("start_date");
pledge.EndDate = row.Field <DateTime?>("end_date");
switch (row.Field <string>("pledge_frequency_name"))
{
case "One Time":
pledge.PledgeFrequency = PledgeFrequency.OneTime;
break;
case "Monthly":
pledge.PledgeFrequency = PledgeFrequency.Monthly;
break;
case "Yearly":
pledge.PledgeFrequency = PledgeFrequency.Yearly;
break;
case "Quarterly":
pledge.PledgeFrequency = PledgeFrequency.Quarterly;
break;
case "Twice a Month":
pledge.PledgeFrequency = PledgeFrequency.BiWeekly;
break;
case "Weekly":
pledge.PledgeFrequency = PledgeFrequency.Weekly;
break;
default:
pledge.PledgeFrequency = PledgeFrequency.OneTime;
break;
}
//Set Account Id
if (string.IsNullOrWhiteSpace(row.Field <string>("sub_fund_name")))
{
//Use Hash to create Account ID
MD5 md5Hasher = MD5.Create();
string valueToHash = row.Field <string>("fund_name");
var hashed = md5Hasher.ComputeHash(Encoding.UTF8.GetBytes(valueToHash));
var accountId = Math.Abs(BitConverter.ToInt32(hashed, 0)); // used abs to ensure positive number
if (accountId > 0)
{
pledge.AccountId = accountId;
}
}
else
{
//Use Hash to create Account ID
MD5 md5Hasher = MD5.Create();
string valueToHash = row.Field <string>("fund_name") + row.Field <string>("sub_fund_name");
var hashed = md5Hasher.ComputeHash(Encoding.UTF8.GetBytes(valueToHash));
var accountId = Math.Abs(BitConverter.ToInt32(hashed, 0)); // used abs to ensure positive number
if (accountId > 0)
{
pledge.AccountId = accountId;
}
}
return(pledge);
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail( int pledgeId )
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY );
ddlFrequencyType.BindToDefinedType( DefinedTypeCache.Read( frequencyTypeGuid ), true );
using ( var rockContext = new RockContext() )
{
FinancialPledge pledge = null;
if ( pledgeId > 0 )
{
pledge = new FinancialPledgeService( rockContext ).Get( pledgeId );
lActionTitle.Text = ActionTitle.Edit( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
pdAuditDetails.SetEntity( pledge, ResolveRockUrl( "~" ) );
}
if ( pledge == null )
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
// hide the panel drawer that show created and last modified dates
pdAuditDetails.Visible = false;
}
var isReadOnly = !IsUserAuthorized( Authorization.EDIT );
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if ( pledge.PersonAlias != null )
{
ppPerson.SetValue( pledge.PersonAlias.Person );
}
else
{
ppPerson.SetValue( null );
}
ppPerson.Enabled = !isReadOnly;
GroupType groupType = null;
Guid? groupTypeGuid = GetAttributeValue( "SelectGroupType" ).AsGuidOrNull();
if ( groupTypeGuid.HasValue )
{
groupType = new GroupTypeService( rockContext ).Get( groupTypeGuid.Value );
}
if ( groupType != null )
{
ddlGroup.Label = groupType.Name;
ddlGroup.Visible = true;
LoadGroups( pledge.GroupId );
ddlGroup.Enabled = !isReadOnly;
}
else
{
ddlGroup.Visible = false;
}
apAccount.SetValue( pledge.Account );
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge ? pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge ? pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if ( isReadOnly )
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed( FinancialPledge.FriendlyTypeName );
lActionTitle.Text = ActionTitle.View( BlockType.FriendlyTypeName );
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialPledge pledge;
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
var pledgeId = hfPledgeId.Value.AsInteger();
if ( pledgeId == 0 )
{
pledge = new FinancialPledge();
pledgeService.Add( pledge );
}
else
{
pledge = pledgeService.Get( pledgeId );
}
if (ppPerson.PersonId.HasValue)
{
pledge.PersonAliasId = ppPerson.PersonAliasId;
}
pledge.AccountId = apAccount.SelectedValue.AsIntegerOrNull();
pledge.TotalAmount = tbAmount.Text.AsDecimal();
pledge.StartDate = dpDateRange.LowerValue.HasValue ? dpDateRange.LowerValue.Value : DateTime.MinValue;
pledge.EndDate = dpDateRange.UpperValue.HasValue ? dpDateRange.UpperValue.Value : DateTime.MaxValue;
pledge.PledgeFrequencyValueId = ddlFrequencyType.SelectedValue.AsIntegerOrNull();
if ( !pledge.IsValid )
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
NavigateToParentPage();
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge(IQueryable <Row> tableData)
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService(lookupContext).Queryable().AsNoTracking().ToList();
var pledgeFrequencies = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY), lookupContext).DefinedValues;
int oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault(f => f.Guid == new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME)).Id;
var newPledges = new List <FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying pledge import ({0:N0} found).", totalRows));
foreach (var row in tableData.Where(r => r != null))
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime?startDate = row["Start_Date"] as DateTime?;
DateTime?endDate = row["End_Date"] as DateTime?;
if (amount != null && startDate != null && endDate != null)
{
int?individualId = row["Individual_ID"] as int?;
int?householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys(individualId, householdId, includeVisitors: false);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
var pledge = new FinancialPledge();
pledge.PersonAliasId = personKeys.PersonAliasId;
pledge.CreatedByPersonAliasId = ImportPersonAliasId;
pledge.ModifiedDateTime = ImportDateTime;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
string frequency = row["Pledge_Frequency_Name"].ToString().ToLower();
if (frequency != null)
{
frequency = frequency.ToLower();
if (frequency.Equals("one time") || frequency.Equals("as can"))
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where(f => f.Value.ToLower().StartsWith(frequency) || f.Description.ToLower().StartsWith(frequency))
.Select(f => f.Id).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if (fundName != null)
{
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) && a.CampusId == null);
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, string.Empty, null, null, null);
accountList.Add(parentAccount);
}
if (subFund != null)
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format("{0} {1}", subFund, fundName);
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, null);
accountList.Add(childAccount);
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add(pledge);
completed++;
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} pledges imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
SavePledges(newPledges);
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if (newPledges.Any())
{
SavePledges(newPledges);
}
ReportProgress(100, string.Format("Finished pledge import: {0:N0} pledges imported.", completed));
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge( IQueryable<Row> tableData )
{
var accountService = new FinancialAccountService();
List<FinancialAccount> importedAccounts = accountService.Queryable().ToList();
List<DefinedValue> pledgeFrequencies = new DefinedValueService().GetByDefinedTypeGuid( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ) ).ToList();
List<FinancialPledge> importedPledges = new FinancialPledgeService().Queryable().ToList();
var newPledges = new List<FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Checking pledge import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData )
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime? startDate = row["Start_Date"] as DateTime?;
DateTime? endDate = row["End_Date"] as DateTime?;
if ( amount != null && startDate != null && endDate != null )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? personId = GetPersonId( individualId, householdId );
if ( personId != null && !importedPledges.Any( p => p.PersonId == personId && p.TotalAmount == amount && p.StartDate.Equals( startDate ) ) )
{
var pledge = new FinancialPledge();
pledge.CreatedByPersonAliasId = ImportPersonAlias.Id;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
string frequency = row["Pledge_Frequency_Name"] as string;
if ( frequency != null )
{
if ( frequency == "One Time" || frequency == "As Can" )
{
pledge.PledgeFrequencyValueId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Name.StartsWith( frequency ) || f.Description.StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if ( fundName != null )
{
FinancialAccount matchingAccount = null;
int? fundCampusId = null;
if ( subFund != null )
{
// match by campus if the subfund appears to be a campus
fundCampusId = CampusList.Where( c => c.Name.StartsWith( subFund ) || c.ShortCode == subFund )
.Select( c => (int?)c.Id ).FirstOrDefault();
if ( fundCampusId != null )
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.Name.StartsWith( subFund ) );
}
}
else
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) );
}
if ( matchingAccount == null )
{
matchingAccount = new FinancialAccount();
matchingAccount.Name = fundName;
matchingAccount.PublicName = fundName;
matchingAccount.IsTaxDeductible = true;
matchingAccount.IsActive = true;
matchingAccount.CampusId = fundCampusId;
matchingAccount.CreatedByPersonAliasId = ImportPersonAlias.Id;
accountService.Add( matchingAccount );
accountService.Save( matchingAccount );
importedAccounts.Add( matchingAccount );
pledge.AccountId = matchingAccount.Id;
}
}
// Attributes to add?
// Pledge_Drive_Name
newPledges.Add( pledge );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} pledges imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
pledgeService.RockContext.FinancialPledges.AddRange( newPledges );
pledgeService.RockContext.SaveChanges();
} );
ReportPartialProgress();
}
}
}
}
if ( newPledges.Any() )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
pledgeService.RockContext.FinancialPledges.AddRange( newPledges );
pledgeService.RockContext.SaveChanges();
} );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService( rockContext );
var financialAccountService = new FinancialAccountService( rockContext );
var definedValueService = new DefinedValueService( rockContext );
var person = FindPerson( rockContext );
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonAliasId = person.PrimaryAliasId;
var financialAccount = financialAccountService.Get( GetAttributeValue( "Account" ).AsGuid() );
if ( financialAccount != null )
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Text.AsDecimal();
var pledgeFrequencySelection = DefinedValueCache.Read( bddlFrequency.SelectedValue.AsInteger() );
if ( pledgeFrequencySelection != null )
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if ( sender != btnConfirm )
{
var duplicatePledges = financialPledgeService.Queryable()
.Where( a => a.PersonAlias.PersonId == person.Id )
.Where( a => a.AccountId == financialPledge.AccountId )
.Where( a => a.StartDate == financialPledge.StartDate )
.Where( a => a.EndDate == financialPledge.EndDate ).ToList();
if ( duplicatePledges.Any() )
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach ( var pledge in duplicatePledges.OrderBy( a => a.StartDate ).ThenBy( a => a.Account.Name ) )
{
nbDuplicatePledgeWarning.Text += string.Format( "<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount );
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
financialPledgeService.Add( financialPledge );
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get( financialPledge.PledgeFrequencyValueId ?? 0 );
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields( this.RockPage, this.CurrentPerson );
mergeFields.Add( "Person", person );
mergeFields.Add( "FinancialPledge", financialPledge );
mergeFields.Add( "PledgeFrequency", pledgeFrequencySelection );
mergeFields.Add( "Account", financialAccount );
lReceipt.Text = GetAttributeValue( "ReceiptText" ).ResolveMergeFields( mergeFields );
// Resolve any dynamic url references
string appRoot = ResolveRockUrl( "~/" );
string themeRoot = ResolveRockUrl( "~~/" );
lReceipt.Text = lReceipt.Text.Replace( "~~/", themeRoot ).Replace( "~/", appRoot );
// show liquid help for debug
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
{
lReceipt.Text += mergeFields.lavaDebugInfo();
}
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue( "ConfirmationEmailTemplate" ).AsGuidOrNull();
if ( confirmationEmailTemplateGuid.HasValue )
{
var recipients = new List<Rock.Communication.RecipientData>();
// add person and the mergeObjects (same mergeobjects as receipt)
recipients.Add( new Rock.Communication.RecipientData( person.Email, mergeFields ) );
Rock.Communication.Email.Send( confirmationEmailTemplateGuid.Value, recipients, ResolveRockUrl( "~/" ), ResolveRockUrl( "~~/" ) );
}
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private int MapPledge(CSVInstance csvData)
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService(lookupContext).Queryable().AsNoTracking().ToList();
var pledgeFrequencies = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY), lookupContext).DefinedValues;
int oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault(f => f.Guid == new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME)).Id;
var newPledges = new List <FinancialPledge>();
int completed = 0;
ReportProgress(0, string.Format("Verifying pledge import ({0:N0} already exist).", importedPledges.Count));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
string amountKey = row[TotalPledge];
decimal? amount = amountKey.AsType <decimal?>();
string startDateKey = row[StartDate];
DateTime?startDate = startDateKey.AsType <DateTime?>();
string endDateKey = row[EndDate];
DateTime?endDate = endDateKey.AsType <DateTime?>();
if (amount != null && startDate != null && endDate != null)
{
string individualIdKey = row[IndividualID];
int? individualId = individualIdKey.AsType <int?>();
var personKeys = GetPersonKeys(individualId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
var pledge = new FinancialPledge();
pledge.PersonAliasId = personKeys.PersonAliasId;
pledge.CreatedByPersonAliasId = ImportPersonAliasId;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
string frequency = row[PledgeFrequencyName].ToString().ToLower();
if (frequency != null)
{
frequency = frequency.ToLower();
if (frequency.Equals("one time") || frequency.Equals("as can"))
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where(f => f.Value.ToLower().StartsWith(frequency) || f.Description.ToLower().StartsWith(frequency))
.Select(f => f.Id).FirstOrDefault();
}
}
string fundName = row[FundName] as string;
string subFund = row[SubFundName] as string;
string fundGLAccount = row[FundGLAccount] as string;
string subFundGLAccount = row[SubFundGLAccount] as string;
string isFundActiveKey = row[FundIsActive];
Boolean?isFundActive = isFundActiveKey.AsType <Boolean?>();
if (fundName != null)
{
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) && a.CampusId == null);
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, string.Empty, null, null, isFundActive);
accountList.Add(parentAccount);
}
if (subFund != null)
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format("{0} {1}", subFund, fundName);
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, isFundActive);
accountList.Add(childAccount);
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add(pledge);
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} pledges imported.", completed));
}
else if (completed % ReportingNumber < 1)
{
SavePledges(newPledges);
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if (newPledges.Any())
{
SavePledges(newPledges);
}
ReportProgress(100, string.Format("Finished pledge import: {0:N0} pledges imported.", completed));
return(completed);
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge(IQueryable <Row> tableData)
{
var lookupContext = new RockContext();
List <FinancialAccount> accountList = new FinancialAccountService(lookupContext).Queryable().ToList();
List <FinancialPledge> importedPledges = new FinancialPledgeService(lookupContext).Queryable().ToList();
var pledgeFrequencies = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY), lookupContext).DefinedValues;
var newPledges = new List <FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying pledge import ({0:N0} found).", totalRows));
foreach (var row in tableData)
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime?startDate = row["Start_Date"] as DateTime?;
DateTime?endDate = row["End_Date"] as DateTime?;
if (amount != null && startDate != null && endDate != null)
{
int?individualId = row["Individual_ID"] as int?;
int?householdId = row["Household_ID"] as int?;
int?personId = GetPersonAliasId(individualId, householdId);
if (personId != null && !importedPledges.Any(p => p.PersonAliasId == personId && p.TotalAmount == amount && p.StartDate.Equals(startDate)))
{
var pledge = new FinancialPledge();
pledge.CreatedByPersonAliasId = ImportPersonAlias.Id;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
string frequency = row["Pledge_Frequency_Name"].ToString().ToLower();
if (frequency != null)
{
if (frequency == "one time" || frequency == "as can")
{
pledge.PledgeFrequencyValueId = pledgeFrequencies.FirstOrDefault(f => f.Guid == new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME)).Id;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where(f => f.Value.ToLower().StartsWith(frequency) || f.Description.ToLower().StartsWith(frequency))
.Select(f => f.Id).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if (fundName != null)
{
FinancialAccount matchingAccount = null;
int?fundCampusId = null;
if (subFund != null)
{
// match by campus if the subfund appears to be a campus
fundCampusId = CampusList.Where(c => c.Name.StartsWith(subFund) || c.ShortCode == subFund)
.Select(c => (int?)c.Id).FirstOrDefault();
if (fundCampusId != null)
{
matchingAccount = accountList.FirstOrDefault(a => a.Name.StartsWith(fundName) && a.CampusId != null && a.CampusId.Equals(fundCampusId));
}
else
{
matchingAccount = accountList.FirstOrDefault(a => a.Name.StartsWith(fundName) && a.Name.StartsWith(subFund));
}
}
else
{
matchingAccount = accountList.FirstOrDefault(a => a.Name.StartsWith(fundName));
}
if (matchingAccount == null)
{
matchingAccount = AddAccount(lookupContext, fundName, fundCampusId);
accountList.Add(matchingAccount);
}
pledge.AccountId = matchingAccount.Id;
}
// Attributes to add?
// Pledge_Drive_Name
newPledges.Add(pledge);
completed++;
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} pledges imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
SavePledges(newPledges);
ReportPartialProgress();
}
}
}
}
if (newPledges.Any())
{
SavePledges(newPledges);
}
ReportProgress(100, string.Format("Finished pledge import: {0:N0} pledges imported.", completed));
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail(int pledgeId)
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY);
dvpFrequencyType.DefinedTypeId = DefinedTypeCache.Get(frequencyTypeGuid).Id;
using (var rockContext = new RockContext())
{
FinancialPledge pledge = null;
if (pledgeId > 0)
{
pledge = new FinancialPledgeService(rockContext).Get(pledgeId);
lActionTitle.Text = ActionTitle.Edit(FinancialPledge.FriendlyTypeName).FormatAsHtmlTitle();
pdAuditDetails.SetEntity(pledge, ResolveRockUrl("~"));
}
if (pledge == null)
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add(FinancialPledge.FriendlyTypeName).FormatAsHtmlTitle();
// hide the panel drawer that show created and last modified dates
pdAuditDetails.Visible = false;
}
var isReadOnly = !IsUserAuthorized(Authorization.EDIT);
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if (pledge.PersonAlias != null)
{
ppPerson.SetValue(pledge.PersonAlias.Person);
}
else
{
ppPerson.SetValue(null);
}
ppPerson.Enabled = !isReadOnly;
GroupType groupType = null;
Guid? groupTypeGuid = GetAttributeValue("SelectGroupType").AsGuidOrNull();
if (groupTypeGuid.HasValue)
{
groupType = new GroupTypeService(rockContext).Get(groupTypeGuid.Value);
}
if (groupType != null)
{
ddlGroup.Label = groupType.Name;
ddlGroup.Visible = true;
LoadGroups(pledge.GroupId);
ddlGroup.Enabled = !isReadOnly;
}
else
{
ddlGroup.Visible = false;
}
apAccount.SetValue(pledge.Account);
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge?pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
dvpFrequencyType.SelectedValue = !isNewPledge?pledge.PledgeFrequencyValueId.ToString() : string.Empty;
dvpFrequencyType.Enabled = !isReadOnly;
if (isReadOnly)
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed(FinancialPledge.FriendlyTypeName);
lActionTitle.Text = ActionTitle.View(BlockType.FriendlyTypeName);
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="csvData">todo: describe csvData parameter on MapPledge</param>
/// <returns></returns>
/// <exception cref="System.NotImplementedException"></exception>
private int MapPledge(CSVInstance csvData)
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService(lookupContext).Queryable().AsNoTracking()
.Where(p => p.ForeignId != null)
.ToDictionary(t => (int)t.ForeignId, t => (int?)t.Id);
var pledgeFrequencies = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY), lookupContext).DefinedValues;
var oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault(f => f.Guid == new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME)).Id;
var newPledges = new List <FinancialPledge>();
var completed = 0;
ReportProgress(0, $"Verifying pledge import ({importedPledges.Count:N0} already exist).");
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
var amountKey = row[TotalPledge];
var amount = amountKey.AsType <decimal?>();
var startDateKey = row[StartDate];
if (string.IsNullOrWhiteSpace(startDateKey))
{
startDateKey = "01/01/0001";
}
var startDate = startDateKey.AsType <DateTime?>();
var endDateKey = row[EndDate];
if (string.IsNullOrWhiteSpace(endDateKey))
{
endDateKey = "12/31/9999";
}
var endDate = endDateKey.AsType <DateTime?>();
var createdDateKey = row[PledgeCreatedDate];
if (string.IsNullOrWhiteSpace(createdDateKey))
{
createdDateKey = ImportDateTime.ToString();
}
var createdDate = createdDateKey.AsType <DateTime?>();
var modifiedDateKey = row[PledgeModifiedDate];
if (string.IsNullOrWhiteSpace(modifiedDateKey))
{
modifiedDateKey = ImportDateTime.ToString();
}
var modifiedDate = modifiedDateKey.AsType <DateTime?>();
var pledgeIdKey = row[PledgeId];
var pledgeId = pledgeIdKey.AsType <int?>();
if (amount != null && !importedPledges.ContainsKey((int)pledgeId))
{
var individualIdKey = row[IndividualID];
var personKeys = GetPersonKeys(individualIdKey);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
var pledge = new FinancialPledge
{
PersonAliasId = personKeys.PersonAliasId,
CreatedByPersonAliasId = ImportPersonAliasId,
StartDate = (DateTime)startDate,
EndDate = (DateTime)endDate,
TotalAmount = (decimal)amount,
CreatedDateTime = createdDate,
ModifiedDateTime = modifiedDate,
ModifiedByPersonAliasId = ImportPersonAliasId,
ForeignKey = pledgeIdKey,
ForeignId = pledgeId
};
var frequency = row[PledgeFrequencyName].ToString().ToLower();
if (!string.IsNullOrWhiteSpace(frequency))
{
frequency = frequency.ToLower();
if (frequency.Equals("one time") || frequency.Equals("one-time") || frequency.Equals("as can"))
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where(f => f.Value.ToLower().StartsWith(frequency) || f.Description.ToLower().StartsWith(frequency))
.Select(f => f.Id).FirstOrDefault();
}
}
var fundName = row[FundName] as string;
var subFund = row[SubFundName] as string;
var fundGLAccount = row[FundGLAccount] as string;
var subFundGLAccount = row[SubFundGLAccount] as string;
var isFundActiveKey = row[FundIsActive];
var isFundActive = isFundActiveKey.AsType <bool?>();
var isSubFundActiveKey = row[SubFundIsActive];
var isSubFundActive = isSubFundActiveKey.AsType <bool?>();
if (!string.IsNullOrWhiteSpace(fundName))
{
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName.Truncate(50)));
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, string.Empty, null, null, isFundActive, null, null, null, null, "", "", null);
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.Contains(c.Name) || subFund.Contains(c.ShortCode));
if (campusFund != null)
{
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{fundName} {subFund}";
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund.Truncate(50)) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, isSubFundActive, null, null, null, null, "", "", null);
accountList.Add(childAccount);
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add(pledge);
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, $"{completed:N0} pledges imported.");
}
else if (completed % ReportingNumber < 1)
{
SavePledges(newPledges);
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if (newPledges.Any())
{
SavePledges(newPledges);
}
ReportProgress(100, $"Finished pledge import: {completed:N0} pledges imported.");
return(completed);
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="totalRows">The total rows.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge(IQueryable <Row> tableData, long totalRows = 0)
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService(lookupContext).Queryable().AsNoTracking().ToList();
var pledgeFrequencies = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY), lookupContext).DefinedValues;
var oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault(f => f.Guid == new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME)).Id;
var newPledges = new List <FinancialPledge>();
if (totalRows == 0)
{
totalRows = tableData.Count();
}
var completedItems = 0;
var percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, $"Verifying pledge import ({totalRows:N0} found).");
foreach (var row in tableData.Where(r => r != null))
{
var amount = row["Total_Pledge"] as decimal?;
var startDate = row["Start_Date"] as DateTime?;
var endDate = row["End_Date"] as DateTime?;
if (amount.HasValue && startDate.HasValue && endDate.HasValue)
{
var individualId = row["Individual_ID"] as int?;
var householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys(individualId, householdId, includeVisitors: false);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
var pledge = new FinancialPledge
{
PersonAliasId = personKeys.PersonAliasId,
CreatedByPersonAliasId = ImportPersonAliasId,
ModifiedDateTime = ImportDateTime,
StartDate = ( DateTime )startDate,
EndDate = ( DateTime )endDate,
TotalAmount = ( decimal )amount
};
var frequency = row["Pledge_Frequency_Name"].ToString();
if (!string.IsNullOrWhiteSpace(frequency))
{
if (frequency.Equals("one time", StringComparison.OrdinalIgnoreCase) || frequency.Equals("as can", StringComparison.OrdinalIgnoreCase))
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where(f => f.Value.StartsWith(frequency, StringComparison.OrdinalIgnoreCase) || f.Description.StartsWith(frequency, StringComparison.OrdinalIgnoreCase))
.Select(f => f.Id).FirstOrDefault();
}
}
var fundName = row["Fund_Name"] as string;
var subFund = row["Sub_Fund_Name"] as string;
if (!string.IsNullOrWhiteSpace(fundName))
{
var parentAccount = accountList.FirstOrDefault(a => !a.CampusId.HasValue && a.Name.Equals(fundName.Truncate(50), StringComparison.OrdinalIgnoreCase));
if (parentAccount == null)
{
parentAccount = AddFinancialAccount(lookupContext, fundName, $"{fundName} imported {ImportDateTime}", string.Empty, null, null, null, startDate, fundName.RemoveSpecialCharacters());
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{subFund} {fundName}";
var childAccount = accountList.FirstOrDefault(c => c.ParentAccountId == parentAccount.Id && c.Name.Equals(subFund.Truncate(50), StringComparison.OrdinalIgnoreCase));
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddFinancialAccount(lookupContext, subFund, $"{subFund} imported {ImportDateTime}", string.Empty, campusFundId, parentAccount.Id, null, startDate, subFund.RemoveSpecialCharacters(), accountTypeValueId: parentAccount.AccountTypeValueId);
accountList.Add(childAccount);
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add(pledge);
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, $"{completedItems:N0} pledges imported ({percentComplete}% complete).");
}
if (completedItems % ReportingNumber < 1)
{
SavePledges(newPledges);
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if (newPledges.Any())
{
SavePledges(newPledges);
}
ReportProgress(100, $"Finished pledge import: {completedItems:N0} pledges imported.");
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge( IQueryable<Row> tableData )
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService( lookupContext ).Queryable().AsNoTracking().ToList();
var pledgeFrequencies = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ), lookupContext ).DefinedValues;
int oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
var newPledges = new List<FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying pledge import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData.Where( r => r != null ) )
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime? startDate = row["Start_Date"] as DateTime?;
DateTime? endDate = row["End_Date"] as DateTime?;
if ( amount != null && startDate != null && endDate != null )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys( individualId, householdId, includeVisitors: false );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
var pledge = new FinancialPledge();
pledge.PersonAliasId = personKeys.PersonAliasId;
pledge.CreatedByPersonAliasId = ImportPersonAliasId;
pledge.ModifiedDateTime = ImportDateTime;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
pledge.CreatedDateTime = ImportDateTime;
pledge.ModifiedDateTime = ImportDateTime;
pledge.ModifiedByPersonAliasId = ImportPersonAliasId;
string frequency = row["Pledge_Frequency_Name"].ToString().ToLower();
if ( frequency != null )
{
frequency = frequency.ToLower();
if ( frequency.Equals( "one time" ) || frequency.Equals( "as can" ) )
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Value.ToLower().StartsWith( frequency ) || f.Description.ToLower().StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if ( fundName != null )
{
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, string.Empty, null, null, null );
accountList.Add( parentAccount );
}
if ( subFund != null )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, null );
accountList.Add( childAccount );
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add( pledge );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} pledges imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SavePledges( newPledges );
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if ( newPledges.Any() )
{
SavePledges( newPledges );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService( rockContext );
var financialAccountService = new FinancialAccountService( rockContext );
var definedValueService = new DefinedValueService( rockContext );
var person = FindPerson( rockContext );
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonId = person.Id;
var financialAccount = financialAccountService.Get( GetAttributeValue( "Account" ).AsGuid() );
if ( financialAccount != null )
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Text.AsDecimal();
var pledgeFrequencySelection = DefinedValueCache.Read( bddlFrequency.SelectedValue.AsInteger() );
if ( pledgeFrequencySelection != null )
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if ( sender != btnConfirm )
{
var duplicatePledges = financialPledgeService.Queryable()
.Where( a => a.PersonId == person.Id )
.Where( a => a.AccountId == financialPledge.AccountId )
.Where( a => a.StartDate == financialPledge.StartDate )
.Where( a => a.EndDate == financialPledge.EndDate ).ToList();
if ( duplicatePledges.Any() )
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach ( var pledge in duplicatePledges.OrderBy( a => a.StartDate ).ThenBy( a => a.Account.Name ) )
{
nbDuplicatePledgeWarning.Text += string.Format( "<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount );
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
financialPledgeService.Add( financialPledge );
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get( financialPledge.PledgeFrequencyValueId ?? 0 );
var mergeObjects = new Dictionary<string, object>();
mergeObjects.Add( "Person", person );
mergeObjects.Add( "FinancialPledge", financialPledge );
mergeObjects.Add( "PledgeFrequency", pledgeFrequencySelection );
mergeObjects.Add( "Account", financialAccount );
lReceipt.Text = GetAttributeValue( "ReceiptText" ).ResolveMergeFields( mergeObjects );
// show liquid help for debug
if ( GetAttributeValue( "EnableDebug" ).AsBooleanOrNull() ?? false )
{
StringBuilder debugInfo = new StringBuilder();
debugInfo.Append( "<p /><div class='alert alert-info'><h4>Debug Info</h4>" );
debugInfo.Append( "<pre>" );
debugInfo.Append( "<p /><strong>Liquid Data</strong> <br>" );
debugInfo.Append( mergeObjects.LiquidHelpText() + "</pre>" );
debugInfo.Append( "</div>" );
lReceipt.Text += debugInfo.ToString();
}
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue( "ConfirmationEmailTemplate" ).AsGuidOrNull();
if ( confirmationEmailTemplateGuid.HasValue )
{
var recipients = new Dictionary<string, Dictionary<string, object>>();
// add person and the mergeObjects (same mergeobjects as receipt)
recipients.Add( person.Email, mergeObjects );
Rock.Communication.Email.Send( confirmationEmailTemplateGuid.Value, recipients, ResolveRockUrl( "~/" ), ResolveRockUrl( "~~/" ) );
}
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService(rockContext);
var financialAccountService = new FinancialAccountService(rockContext);
var definedValueService = new DefinedValueService(rockContext);
var person = FindPerson(rockContext);
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonAliasId = person.PrimaryAliasId;
var financialAccount = financialAccountService.Get(GetAttributeValue("Account").AsGuid());
if (financialAccount != null)
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Text.AsDecimal();
var pledgeFrequencySelection = DefinedValueCache.Read(bddlFrequency.SelectedValue.AsInteger());
if (pledgeFrequencySelection != null)
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if (sender != btnConfirm)
{
var duplicatePledges = financialPledgeService.Queryable()
.Where(a => a.PersonAlias.PersonId == person.Id)
.Where(a => a.AccountId == financialPledge.AccountId)
.Where(a => a.StartDate == financialPledge.StartDate)
.Where(a => a.EndDate == financialPledge.EndDate).ToList();
if (duplicatePledges.Any())
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach (var pledge in duplicatePledges.OrderBy(a => a.StartDate).ThenBy(a => a.Account.Name))
{
nbDuplicatePledgeWarning.Text += string.Format("<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount);
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
financialPledgeService.Add(financialPledge);
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get(financialPledge.PledgeFrequencyValueId ?? 0);
var mergeObjects = Rock.Web.Cache.GlobalAttributesCache.GetMergeFields(this.CurrentPerson);
mergeObjects.Add("Person", person);
mergeObjects.Add("FinancialPledge", financialPledge);
mergeObjects.Add("PledgeFrequency", pledgeFrequencySelection);
mergeObjects.Add("Account", financialAccount);
lReceipt.Text = GetAttributeValue("ReceiptText").ResolveMergeFields(mergeObjects);
// Resolve any dynamic url references
string appRoot = ResolveRockUrl("~/");
string themeRoot = ResolveRockUrl("~~/");
lReceipt.Text = lReceipt.Text.Replace("~~/", themeRoot).Replace("~/", appRoot);
// show liquid help for debug
if (GetAttributeValue("EnableDebug").AsBoolean() && IsUserAuthorized(Authorization.EDIT))
{
lReceipt.Text += mergeObjects.lavaDebugInfo();
}
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue("ConfirmationEmailTemplate").AsGuidOrNull();
if (confirmationEmailTemplateGuid.HasValue)
{
var recipients = new List <Rock.Communication.RecipientData>();
// add person and the mergeObjects (same mergeobjects as receipt)
recipients.Add(new Rock.Communication.RecipientData(person.Email, mergeObjects));
Rock.Communication.Email.Send(confirmationEmailTemplateGuid.Value, recipients, ResolveRockUrl("~/"), ResolveRockUrl("~~/"));
}
}
public static FinancialPledge Translate(DataRow row)
{
var pledge = new FinancialPledge();
pledge.Id = row.Field <int>("Id");
pledge.PersonId = row.Field <int>("PersonId");
pledge.AccountId = row.Field <int>("AccountId");
var startDate = row.Field <DateTime?>("StartDate");
if (startDate.HasValue)
{
pledge.StartDate = startDate;
}
var endDate = row.Field <DateTime?>("EndDate");
if (endDate.HasValue)
{
pledge.EndDate = endDate;
}
var interval = row.Field <int>("PledgeFrequency");
switch (interval)
{
case 0:
pledge.PledgeFrequency = PledgeFrequency.OneTime;
break;
case 7:
pledge.PledgeFrequency = PledgeFrequency.Weekly;
break;
case 30:
pledge.PledgeFrequency = PledgeFrequency.Monthly;
break;
case 90:
pledge.PledgeFrequency = PledgeFrequency.Quarterly;
break;
case 365:
pledge.PledgeFrequency = PledgeFrequency.Yearly;
break;
default:
pledge.PledgeFrequency = PledgeFrequency.OneTime;
break;
}
pledge.TotalAmount = (decimal)row.Field <double>("TotalAmount");
var createdDateTime = row.Field <DateTime?>("CreatedDateTime");
if (createdDateTime.HasValue)
{
pledge.CreatedDateTime = createdDateTime;
}
var modifiedDateTime = row.Field <DateTime?>("ModifiedDateTime");
if (modifiedDateTime.HasValue)
{
pledge.ModifiedDateTime = modifiedDateTime;
}
return(pledge);
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService(rockContext);
var financialAccountService = new FinancialAccountService(rockContext);
var definedValueService = new DefinedValueService(rockContext);
var person = FindPerson(rockContext);
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonAliasId = person.PrimaryAliasId;
financialPledge.GroupId = ddlGroup.SelectedValueAsInt();
var financialAccount = financialAccountService.Get(GetAttributeValue("Account").AsGuid());
if (financialAccount != null)
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Value ?? 0.0m;
var pledgeFrequencySelection = DefinedValueCache.Get(ddlFrequency.SelectedValue.AsInteger());
if (pledgeFrequencySelection != null)
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if (sender != btnConfirm)
{
var duplicatePledges = financialPledgeService.Queryable()
.Where(a => a.PersonAlias.PersonId == person.Id)
.Where(a => a.AccountId == financialPledge.AccountId)
.Where(a => a.StartDate == financialPledge.StartDate)
.Where(a => a.EndDate == financialPledge.EndDate).ToList();
if (duplicatePledges.Any())
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach (var pledge in duplicatePledges.OrderBy(a => a.StartDate).ThenBy(a => a.Account.Name))
{
nbDuplicatePledgeWarning.Text += string.Format("<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount);
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
if (financialPledge.IsValid)
{
financialPledgeService.Add(financialPledge);
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get(financialPledge.PledgeFrequencyValueId ?? 0);
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields(this.RockPage, this.CurrentPerson);
mergeFields.Add("Person", person);
mergeFields.Add("FinancialPledge", financialPledge);
mergeFields.Add("PledgeFrequency", pledgeFrequencySelection);
mergeFields.Add("Account", financialAccount);
lReceipt.Text = GetAttributeValue("ReceiptText").ResolveMergeFields(mergeFields);
// Resolve any dynamic url references
string appRoot = ResolveRockUrl("~/");
string themeRoot = ResolveRockUrl("~~/");
lReceipt.Text = lReceipt.Text.Replace("~~/", themeRoot).Replace("~/", appRoot);
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue("ConfirmationEmailTemplate").AsGuidOrNull();
if (confirmationEmailTemplateGuid.HasValue)
{
var emailMessage = new RockEmailMessage(confirmationEmailTemplateGuid.Value);
emailMessage.AddRecipient(new RockEmailMessageRecipient(person, mergeFields));
emailMessage.AppRoot = ResolveRockUrl("~/");
emailMessage.ThemeRoot = ResolveRockUrl("~~/");
emailMessage.Send();
}
}
else
{
ShowInvalidResults(financialPledge.ValidationResults);
}
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private int MapPledge( CSVInstance csvData )
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService( lookupContext ).Queryable().AsNoTracking()
.Where( p => p.ForeignId != null )
.ToDictionary( t => ( int )t.ForeignId, t => ( int? )t.Id );
var pledgeFrequencies = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ), lookupContext ).DefinedValues;
int oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
var newPledges = new List<FinancialPledge>();
int completed = 0;
ReportProgress( 0, string.Format( "Verifying pledge import ({0:N0} already exist).", importedPledges.Count ) );
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ( (row = csvData.Database.FirstOrDefault()) != null )
{
string amountKey = row[TotalPledge];
decimal? amount = amountKey.AsType<decimal?>();
string startDateKey = row[StartDate];
if ( String.IsNullOrWhiteSpace( startDateKey ) )
{
startDateKey = "01/01/0001";
}
DateTime? startDate = startDateKey.AsType<DateTime?>();
string endDateKey = row[EndDate];
if ( String.IsNullOrWhiteSpace( endDateKey ) )
{
endDateKey = "12/31/9999";
}
DateTime? endDate = endDateKey.AsType<DateTime?>();
string pledgeIdKey = row[PledgeId];
int? pledgeId = pledgeIdKey.AsType<int?>();
if ( amount != null && !importedPledges.ContainsKey( ( int )pledgeId ) )
{
string individualIdKey = row[IndividualID];
int? individualId = individualIdKey.AsType<int?>();
var personKeys = GetPersonKeys( individualId );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
var pledge = new FinancialPledge();
pledge.PersonAliasId = personKeys.PersonAliasId;
pledge.CreatedByPersonAliasId = ImportPersonAliasId;
pledge.StartDate = ( DateTime )startDate;
pledge.EndDate = ( DateTime )endDate;
pledge.TotalAmount = ( decimal )amount;
pledge.CreatedDateTime = ImportDateTime;
pledge.ModifiedDateTime = ImportDateTime;
pledge.ModifiedByPersonAliasId = ImportPersonAliasId;
pledge.ForeignKey = pledgeIdKey;
pledge.ForeignId = pledgeId;
string frequency = row[PledgeFrequencyName].ToString().ToLower();
if ( !String.IsNullOrWhiteSpace( frequency ) )
{
frequency = frequency.ToLower();
if ( frequency.Equals( "one time" ) || frequency.Equals( "one-time" ) || frequency.Equals( "as can" ) )
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Value.ToLower().StartsWith( frequency ) || f.Description.ToLower().StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row[FundName] as string;
string subFund = row[SubFundName] as string;
string fundGLAccount = row[FundGLAccount] as string;
string subFundGLAccount = row[SubFundGLAccount] as string;
string isFundActiveKey = row[FundIsActive];
Boolean? isFundActive = isFundActiveKey.AsType<Boolean?>();
string isSubFundActiveKey = row[SubFundIsActive];
Boolean? isSubFundActive = isSubFundActiveKey.AsType<Boolean?>();
if ( !String.IsNullOrWhiteSpace( fundName ) )
{
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName.Truncate( 50 ) ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, string.Empty, null, null, isFundActive );
accountList.Add( parentAccount );
}
if ( !String.IsNullOrWhiteSpace( subFund ) )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund.Truncate( 50 ) ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, isSubFundActive );
accountList.Add( childAccount );
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add( pledge );
completed++;
if ( completed % (ReportingNumber * 10) < 1 )
{
ReportProgress( 0, string.Format( "{0:N0} pledges imported.", completed ) );
}
else if ( completed % ReportingNumber < 1 )
{
SavePledges( newPledges );
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if ( newPledges.Any() )
{
SavePledges( newPledges );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
return completed;
}
