private void ApplySecurity()
{
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PPartnerTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner. This continues in the switch statments!
// timop: I have disabled all controls. usually you have p_partner modify permissions, or none
CustomEnablingDisabling.DisableControlGroup(pnlContent);
}
switch (SharedTypes.PartnerClassStringToEnum(FPartnerClass))
{
case TPartnerClass.PERSON:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PPersonTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlPerson, cmbPersonAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlPerson, chkPersonNoSolicitations);
// need to disable all Fields that are DataBound to p_person
CustomEnablingDisabling.DisableControlGroup(pnlPerson);
cmbPersonAddresseeTypeCode.Focus();
}
break;
case TPartnerClass.FAMILY:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PFamilyTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlFamily, cmbFamilyAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlFamily, chkFamilyNoSolicitations);
// need to disable all Fields that are DataBound to p_family
CustomEnablingDisabling.DisableControlGroup(pnlFamily);
cmbFamilyAddresseeTypeCode.Focus();
}
break;
case TPartnerClass.CHURCH:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PChurchTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, cmbOtherAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, chkOtherNoSolicitations);
// need to disable all Fields that are DataBound to p_church
CustomEnablingDisabling.DisableControlGroup(pnlOther2ndLine);
cmbOtherAddresseeTypeCode.Focus();
}
break;
case TPartnerClass.ORGANISATION:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, POrganisationTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, cmbOtherAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, chkOtherNoSolicitations);
// need to disable all Fields that are DataBound to p_organisation
CustomEnablingDisabling.DisableControlGroup(pnlOther2ndLine);
cmbOtherAddresseeTypeCode.Focus();
}
break;
case TPartnerClass.UNIT:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PUnitTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, cmbOtherAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, chkOtherNoSolicitations);
// need to disable all Fields that are DataBound to p_unit
CustomEnablingDisabling.DisableControlGroup(pnlOther2ndLine);
cmbOtherAddresseeTypeCode.Focus();
}
break;
case TPartnerClass.BANK:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PBankTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, cmbOtherAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, chkOtherNoSolicitations);
// need to disable all Fields that are DataBound to p_bank
CustomEnablingDisabling.DisableControlGroup(pnlOther2ndLine);
cmbOtherAddresseeTypeCode.Focus();
}
break;
case TPartnerClass.VENUE:
if (!UserInfo.GUserInfo.IsTableAccessOK(TTableAccessPermission.tapMODIFY, PVenueTable.GetTableDBName()))
{
// need to disable all Fields that are DataBound to p_partner
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, cmbOtherAddresseeTypeCode);
CustomEnablingDisabling.DisableControl(pnlOther2ndLine, chkOtherNoSolicitations);
// need to disable all Fields that are DataBound to p_venue
CustomEnablingDisabling.DisableControlGroup(pnlOther2ndLine);
cmbOtherAddresseeTypeCode.Focus();
}
break;
default:
MessageBox.Show(String.Format(Catalog.GetString("Unrecognised Partner Class '{0}'!"), FPartnerClass));
break;
}
}
public static Int32 CreateGiftBatch(
Int32 ALedgerNumber,
Int32 AStatementKey,
Int32 AGiftBatchNumber,
out TVerificationResultCollection AVerificationResult)
{
BankImportTDS MainDS = GetBankStatementTransactionsAndMatches(AStatementKey, ALedgerNumber);
string MyClientID = DomainManager.GClientID.ToString();
TProgressTracker.InitProgressTracker(MyClientID,
Catalog.GetString("Creating gift batch"),
MainDS.AEpTransaction.DefaultView.Count + 10);
AVerificationResult = new TVerificationResultCollection();
MainDS.AEpTransaction.DefaultView.RowFilter =
String.Format("{0}={1}",
AEpTransactionTable.GetStatementKeyDBName(),
AStatementKey);
MainDS.AEpStatement.DefaultView.RowFilter =
String.Format("{0}={1}",
AEpStatementTable.GetStatementKeyDBName(),
AStatementKey);
AEpStatementRow stmt = (AEpStatementRow)MainDS.AEpStatement.DefaultView[0].Row;
// TODO: optional: use the preselected gift batch, AGiftBatchNumber
Int32 DateEffectivePeriodNumber, DateEffectiveYearNumber;
DateTime BatchDateEffective = stmt.Date;
TDBTransaction Transaction = DBAccess.GDBAccessObj.BeginTransaction(IsolationLevel.ReadCommitted);
if (!TFinancialYear.GetLedgerDatePostingPeriod(ALedgerNumber, ref BatchDateEffective, out DateEffectiveYearNumber,
out DateEffectivePeriodNumber,
Transaction, true))
{
// just use the latest possible date
string msg =
String.Format(Catalog.GetString("Date {0} is not in an open period of the ledger, using date {1} instead for the gift batch."),
stmt.Date.ToShortDateString(),
BatchDateEffective.ToShortDateString());
AVerificationResult.Add(new TVerificationResult(Catalog.GetString("Creating Gift Batch"), msg, TResultSeverity.Resv_Info));
}
ACostCentreAccess.LoadViaALedger(MainDS, ALedgerNumber, Transaction);
AMotivationDetailAccess.LoadViaALedger(MainDS, ALedgerNumber, Transaction);
MainDS.AEpMatch.DefaultView.Sort =
AEpMatchTable.GetActionDBName() + ", " +
AEpMatchTable.GetMatchTextDBName();
if (MainDS.AEpTransaction.DefaultView.Count == 0)
{
AVerificationResult.Add(new TVerificationResult(
Catalog.GetString("Creating Gift Batch"),
String.Format(Catalog.GetString("There are no transactions for statement #{0}."), AStatementKey),
TResultSeverity.Resv_Info));
return(-1);
}
foreach (DataRowView dv in MainDS.AEpTransaction.DefaultView)
{
AEpTransactionRow transactionRow = (AEpTransactionRow)dv.Row;
DataRowView[] matches = MainDS.AEpMatch.DefaultView.FindRows(new object[] {
MFinanceConstants.BANK_STMT_STATUS_MATCHED_GIFT,
transactionRow.MatchText
});
if (matches.Length > 0)
{
AEpMatchRow match = (AEpMatchRow)matches[0].Row;
if (match.IsDonorKeyNull() || (match.DonorKey == 0))
{
string msg =
String.Format(Catalog.GetString("Cannot create a gift for transaction {0} since there is no valid donor."),
transactionRow.Description);
AVerificationResult.Add(new TVerificationResult(Catalog.GetString("Creating Gift Batch"), msg, TResultSeverity.Resv_Critical));
DBAccess.GDBAccessObj.RollbackTransaction();
return(-1);
}
}
}
string MatchedGiftReference = stmt.Filename;
if (!stmt.IsBankAccountKeyNull())
{
string sqlGetBankSortCode =
"SELECT bank.p_branch_code_c " +
"FROM PUB_p_banking_details details, PUB_p_bank bank " +
"WHERE details.p_banking_details_key_i = ?" +
"AND details.p_bank_key_n = bank.p_partner_key_n";
OdbcParameter param = new OdbcParameter("detailkey", OdbcType.Int);
param.Value = stmt.BankAccountKey;
PBankTable bankTable = new PBankTable();
DBAccess.GDBAccessObj.SelectDT(bankTable, sqlGetBankSortCode, Transaction, new OdbcParameter[] { param }, 0, 0);
MatchedGiftReference = bankTable[0].BranchCode + " " + stmt.Date.Day.ToString();
}
DBAccess.GDBAccessObj.RollbackTransaction();
GiftBatchTDS GiftDS = TGiftTransactionWebConnector.CreateAGiftBatch(
ALedgerNumber,
BatchDateEffective,
String.Format(Catalog.GetString("bank import for date {0}"), stmt.Date.ToShortDateString()));
AGiftBatchRow giftbatchRow = GiftDS.AGiftBatch[0];
giftbatchRow.BankAccountCode = stmt.BankAccountCode;
decimal HashTotal = 0.0M;
MainDS.AEpTransaction.DefaultView.Sort =
AEpTransactionTable.GetNumberOnPaperStatementDBName();
MainDS.AEpMatch.DefaultView.RowFilter = String.Empty;
MainDS.AEpMatch.DefaultView.Sort =
AEpMatchTable.GetActionDBName() + ", " +
AEpMatchTable.GetMatchTextDBName();
int counter = 5;
foreach (DataRowView dv in MainDS.AEpTransaction.DefaultView)
{
TProgressTracker.SetCurrentState(MyClientID,
Catalog.GetString("Preparing the gifts"),
counter++);
AEpTransactionRow transactionRow = (AEpTransactionRow)dv.Row;
DataRowView[] matches = MainDS.AEpMatch.DefaultView.FindRows(new object[] {
MFinanceConstants.BANK_STMT_STATUS_MATCHED_GIFT,
transactionRow.MatchText
});
if (matches.Length > 0)
{
AEpMatchRow match = (AEpMatchRow)matches[0].Row;
AGiftRow gift = GiftDS.AGift.NewRowTyped();
gift.LedgerNumber = giftbatchRow.LedgerNumber;
gift.BatchNumber = giftbatchRow.BatchNumber;
gift.GiftTransactionNumber = giftbatchRow.LastGiftNumber + 1;
gift.DonorKey = match.DonorKey;
gift.DateEntered = transactionRow.DateEffective;
gift.Reference = MatchedGiftReference;
GiftDS.AGift.Rows.Add(gift);
giftbatchRow.LastGiftNumber++;
foreach (DataRowView r in matches)
{
match = (AEpMatchRow)r.Row;
AGiftDetailRow detail = GiftDS.AGiftDetail.NewRowTyped();
detail.LedgerNumber = gift.LedgerNumber;
detail.BatchNumber = gift.BatchNumber;
detail.GiftTransactionNumber = gift.GiftTransactionNumber;
detail.DetailNumber = gift.LastDetailNumber + 1;
gift.LastDetailNumber++;
detail.GiftTransactionAmount = match.GiftTransactionAmount;
detail.GiftAmount = match.GiftTransactionAmount;
HashTotal += match.GiftTransactionAmount;
detail.MotivationGroupCode = match.MotivationGroupCode;
detail.MotivationDetailCode = match.MotivationDetailCode;
// do not use the description in comment one, because that could show up on the gift receipt???
// detail.GiftCommentOne = transactionRow.Description;
detail.CommentOneType = MFinanceConstants.GIFT_COMMENT_TYPE_BOTH;
detail.CostCentreCode = match.CostCentreCode;
detail.RecipientKey = match.RecipientKey;
detail.RecipientLedgerNumber = match.RecipientLedgerNumber;
AMotivationDetailRow motivation = (AMotivationDetailRow)MainDS.AMotivationDetail.Rows.Find(
new object[] { ALedgerNumber, detail.MotivationGroupCode, detail.MotivationDetailCode });
if (motivation == null)
{
AVerificationResult.Add(new TVerificationResult(
String.Format(Catalog.GetString("creating gift for match {0}"), transactionRow.Description),
String.Format(Catalog.GetString("Cannot find motivation group '{0}' and motivation detail '{1}'"),
detail.MotivationGroupCode, detail.MotivationDetailCode),
TResultSeverity.Resv_Critical));
}
if (detail.CostCentreCode.Length == 0)
{
// try to retrieve the current costcentre for this recipient
if (detail.RecipientKey != 0)
{
detail.RecipientLedgerNumber = TGiftTransactionWebConnector.GetRecipientFundNumber(detail.RecipientKey);
detail.CostCentreCode = TGiftTransactionWebConnector.IdentifyPartnerCostCentre(detail.LedgerNumber,
detail.RecipientLedgerNumber);
}
else
{
if (motivation != null)
{
detail.CostCentreCode = motivation.CostCentreCode;
}
}
}
// check for active cost centre
ACostCentreRow costcentre = (ACostCentreRow)MainDS.ACostCentre.Rows.Find(new object[] { ALedgerNumber, detail.CostCentreCode });
if ((costcentre == null) || !costcentre.CostCentreActiveFlag)
{
AVerificationResult.Add(new TVerificationResult(
String.Format(Catalog.GetString("creating gift for match {0}"), transactionRow.Description),
Catalog.GetString("Invalid or inactive cost centre"),
TResultSeverity.Resv_Critical));
}
GiftDS.AGiftDetail.Rows.Add(detail);
}
}
}
TProgressTracker.SetCurrentState(MyClientID,
Catalog.GetString("Submit to database"),
counter++);
if (AVerificationResult.HasCriticalErrors)
{
return(-1);
}
giftbatchRow.HashTotal = HashTotal;
giftbatchRow.BatchTotal = HashTotal;
// do not overwrite the parameter, because there might be the hint for a different gift batch date
TVerificationResultCollection VerificationResultSubmitChanges;
TSubmitChangesResult result = TGiftTransactionWebConnector.SaveGiftBatchTDS(ref GiftDS,
out VerificationResultSubmitChanges);
TProgressTracker.FinishJob(MyClientID);
if (result == TSubmitChangesResult.scrOK)
{
return(giftbatchRow.BatchNumber);
}
return(-1);
}
private void Filter(System.Object sender, EventArgs e)
{
// Apply filter to the grid
DataView MyDataView = FCriteriaData.DefaultView;
String Filter = "";
if (!string.IsNullOrEmpty(txtBranchName.Text))
{
Filter += FCriteriaData.Columns[PBankTable.GetBranchNameDBName()] + " LIKE '" + txtBranchName.Text + "%'";
}
if (!string.IsNullOrEmpty(txtBranchCode.Text))
{
if (Filter != "")
{
Filter += " AND ";
}
Filter += FCriteriaData.Columns[PBankTable.GetBranchCodeDBName()] + " LIKE '" + txtBranchCode.Text + "%'";
}
if (!string.IsNullOrEmpty(txtBicCode.Text))
{
if (Filter != "")
{
Filter += " AND ";
}
Filter += FCriteriaData.Columns[PBankTable.GetBicDBName()] + " LIKE '" + txtBicCode.Text + "%'";
}
if (!string.IsNullOrEmpty(txtCity.Text))
{
if (Filter != "")
{
Filter += " AND ";
}
Filter += FCriteriaData.Columns[PLocationTable.GetCityDBName()] + " LIKE '" + txtCity.Text + "%'";
}
if (!string.IsNullOrEmpty(txtCountry.Text))
{
if (Filter != "")
{
Filter += " AND ";
}
Filter += FCriteriaData.Columns[PLocationTable.GetCountryCodeDBName()] + " LIKE '" + txtCountry.Text + "%'";
}
if (!chkShowInactive.Checked)
{
if (Filter != "")
{
Filter += " AND ";
}
Filter += FCriteriaData.Columns[BankTDSPBankTable.GetStatusCodeDBName()] + " = '" +
SharedTypes.StdPartnerStatusCodeEnumToString(TStdPartnerStatusCode.spscACTIVE) + "'";
}
MyDataView.RowFilter = Filter;
grdDetails.DataSource = new DevAge.ComponentModel.BoundDataView(MyDataView);
UpdateRecordNumberDisplay();
SelectRowInGrid();
FocusedRowChanged(this, null);
}
public static Int64 GetBankBySortCode(string ABranchCode)
{
TDBTransaction ReadTransaction = null;
string sqlFindBankBySortCode =
String.Format("SELECT * FROM PUB_{0} WHERE {1}=?",
PBankTable.GetTableDBName(),
PBankTable.GetBranchCodeDBName());
OdbcParameter param = new OdbcParameter("branchcode", OdbcType.VarChar);
param.Value = ABranchCode;
PBankTable bank = new PBankTable();
DBAccess.GDBAccessObj.BeginAutoReadTransaction(IsolationLevel.ReadCommitted, ref ReadTransaction,
delegate
{
DBAccess.GDBAccessObj.SelectDT(bank, sqlFindBankBySortCode, ReadTransaction, new OdbcParameter[] {
param
}, -1, -1);
});
if (bank.Count > 0)
{
return bank[0].PartnerKey;
}
else
{
// create new bank partner, with empty location
PartnerEditTDS MainDS = new PartnerEditTDS();
PPartnerRow newPartner = MainDS.PPartner.NewRowTyped();
Int64 BankPartnerKey = TNewPartnerKey.GetNewPartnerKey(DomainManager.GSiteKey);
TNewPartnerKey.SubmitNewPartnerKey(DomainManager.GSiteKey, BankPartnerKey, ref BankPartnerKey);
newPartner.PartnerKey = BankPartnerKey;
newPartner.PartnerShortName = "Bank " + ABranchCode;
newPartner.StatusCode = MPartnerConstants.PARTNERSTATUS_ACTIVE;
newPartner.PartnerClass = MPartnerConstants.PARTNERCLASS_BANK;
MainDS.PPartner.Rows.Add(newPartner);
PBankRow newBank = MainDS.PBank.NewRowTyped(true);
newBank.PartnerKey = newPartner.PartnerKey;
newBank.BranchCode = ABranchCode;
newBank.BranchName = newPartner.PartnerShortName;
MainDS.PBank.Rows.Add(newBank);
PPartnerLocationRow partnerlocation = MainDS.PPartnerLocation.NewRowTyped(true);
partnerlocation.SiteKey = DomainManager.GSiteKey;
partnerlocation.PartnerKey = newPartner.PartnerKey;
partnerlocation.DateEffective = DateTime.Now;
partnerlocation.LocationType = "HOME";
partnerlocation.SendMail = false;
MainDS.PPartnerLocation.Rows.Add(partnerlocation);
PartnerEditTDSAccess.SubmitChanges(MainDS);
return newPartner.PartnerKey;
}
}
/// <summary>
/// Load data into grid
/// </summary>
/// <param name="AFirstTime">True if being run for the first time</param>
public void LoadDataGrid(bool AFirstTime)
{
// Only call data from server if the dataset is actually empty.
// (A filled dataset is passed to this screen from the 'Finance Details' tab and 'Find By Bank Details'.)
if ((FMainDS == null) || (FMainDS.PBank.Rows.Count == 0))
{
FMainDS = new BankTDS();
FMainDS.Merge(TRemote.MPartner.Partner.WebConnectors.GetPBankRecords());
}
FCriteriaData.Clear();
if (AFirstTime)
{
// setup the grid on first run
SetupGrid();
}
// create a new row for each bank record
foreach (BankTDSPBankRow BankRow in FMainDS.PBank.Rows)
{
if (BankRow.PartnerKey >= 0)
{
DataRow NewBankRow = FCriteriaData.NewRow();
NewBankRow[PBankTable.GetPartnerKeyDBName()] = BankRow.PartnerKey;
NewBankRow[BankTDSPBankTable.GetCityDBName()] = BankRow.City;
NewBankRow[BankTDSPBankTable.GetCountryCodeDBName()] = BankRow.CountryCode;
NewBankRow[PBankTable.GetBranchNameDBName()] = BankRow.BranchName;
if (BankRow.BranchCode.StartsWith(SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " "))
{
NewBankRow[PBankTable.GetBranchCodeDBName()] = BankRow.BranchCode.Substring(11);
}
else if (BankRow.BranchCode.StartsWith(SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS))
{
NewBankRow[PBankTable.GetBranchCodeDBName()] = BankRow.BranchCode.Substring(10);
}
else
{
NewBankRow[PBankTable.GetBranchCodeDBName()] = BankRow.BranchCode;
}
NewBankRow[BankTDSPBankTable.GetSiteKeyDBName()] = BankRow.SiteKey;
NewBankRow[BankTDSPBankTable.GetLocationKeyDBName()] = BankRow.LocationKey;
NewBankRow[PBankTable.GetBicDBName()] = BankRow.Bic;
NewBankRow[BankTDSPBankTable.GetStatusCodeDBName()] = BankRow.StatusCode;
FCriteriaData.Rows.Add(NewBankRow);
}
}
// sort order for grid
DataView MyDataView = FCriteriaData.DefaultView;
MyDataView.Sort = "p_branch_name_c ASC";
grdDetails.DataSource = new DevAge.ComponentModel.BoundDataView(MyDataView);
SelectRowInGrid();
FinishButtonPanelSetup();
Filter(this, null);
}
// automatically select the currently selected Bank (if it exists)
private void SelectRowInGrid()
{
int RowPos = 1;
// if no bank is selected then no row should be selected
if ((grdDetails.Rows.Count <= 1) || (FBankPartnerKey == 0))
{
// select the first row in the grid
if (grdDetails.Rows.Count > 1)
{
grdDetails.SelectRowWithoutFocus(1);
}
else
{
btnAccept.Enabled = false;
btnEdit.Enabled = false;
}
return;
}
BankTDSPBankRow BankRow = null;
// Multiple rows could have the same partner keys but different locations.
// We just want the first row.
foreach (BankTDSPBankRow Row in FMainDS.PBank.Rows)
{
if (Row.PartnerKey == FBankPartnerKey)
{
BankRow = Row;
break;
}
}
// if current bank is 'inactive' then make sure chkShowInactive is checked (unchecked by default)
if ((BankRow != null) &&
(BankRow.StatusCode != SharedTypes.StdPartnerStatusCodeEnumToString(TStdPartnerStatusCode.spscACTIVE)) &&
(chkShowInactive.Checked == false))
{
chkShowInactive.Checked = true;
}
if (BankRow == null)
{
grdDetails.SelectRowWithoutFocus(1);
}
else
{
// look through each row in the grid
foreach (DataRowView RowView in FCriteriaData.DefaultView)
{
// if current grid row is the row we are looking for the select it
if (Convert.ToInt64(RowView[PBankTable.GetPartnerKeyDBName()]) == FBankPartnerKey)
{
grdDetails.SelectRowWithoutFocus(RowPos);
btnAccept.Enabled = true;
btnEdit.Enabled = true;
return;
}
// account for grid rows being filtered by being inactive
if (chkShowInactive.Checked ||
(!chkShowInactive.Checked &&
(RowView[BankTDSPBankTable.GetStatusCodeDBName()].ToString() ==
SharedTypes.StdPartnerStatusCodeEnumToString(TStdPartnerStatusCode.spscACTIVE))))
{
RowPos++;
}
}
}
}
public static Int32 CreateGiftBatch(
Int32 ALedgerNumber,
Int32 AStatementKey,
Int32 AGiftBatchNumber,
out TVerificationResultCollection AVerificationResult)
{
BankImportTDS MainDS = GetBankStatementTransactionsAndMatches(AStatementKey, ALedgerNumber);
string MyClientID = DomainManager.GClientID.ToString();
TProgressTracker.InitProgressTracker(MyClientID,
Catalog.GetString("Creating gift batch"),
MainDS.AEpTransaction.DefaultView.Count + 10);
AVerificationResult = new TVerificationResultCollection();
MainDS.AEpTransaction.DefaultView.RowFilter =
String.Format("{0}={1}",
AEpTransactionTable.GetStatementKeyDBName(),
AStatementKey);
MainDS.AEpStatement.DefaultView.RowFilter =
String.Format("{0}={1}",
AEpStatementTable.GetStatementKeyDBName(),
AStatementKey);
AEpStatementRow stmt = (AEpStatementRow)MainDS.AEpStatement.DefaultView[0].Row;
// TODO: optional: use the preselected gift batch, AGiftBatchNumber
Int32 DateEffectivePeriodNumber, DateEffectiveYearNumber;
DateTime BatchDateEffective = stmt.Date;
TDBTransaction Transaction = DBAccess.GDBAccessObj.BeginTransaction(IsolationLevel.ReadCommitted);
if (!TFinancialYear.GetLedgerDatePostingPeriod(ALedgerNumber, ref BatchDateEffective, out DateEffectiveYearNumber,
out DateEffectivePeriodNumber,
Transaction, true))
{
// just use the latest possible date
string msg =
String.Format(Catalog.GetString("Date {0} is not in an open period of the ledger, using date {1} instead for the gift batch."),
stmt.Date.ToShortDateString(),
BatchDateEffective.ToShortDateString());
AVerificationResult.Add(new TVerificationResult(Catalog.GetString("Creating Gift Batch"), msg, TResultSeverity.Resv_Info));
}
ACostCentreAccess.LoadViaALedger(MainDS, ALedgerNumber, Transaction);
AMotivationDetailAccess.LoadViaALedger(MainDS, ALedgerNumber, Transaction);
MainDS.AEpMatch.DefaultView.Sort =
AEpMatchTable.GetActionDBName() + ", " +
AEpMatchTable.GetMatchTextDBName();
if (MainDS.AEpTransaction.DefaultView.Count == 0)
{
AVerificationResult.Add(new TVerificationResult(
Catalog.GetString("Creating Gift Batch"),
String.Format(Catalog.GetString("There are no transactions for statement #{0}."), AStatementKey),
TResultSeverity.Resv_Info));
TProgressTracker.FinishJob(MyClientID);
return -1;
}
foreach (DataRowView dv in MainDS.AEpTransaction.DefaultView)
{
AEpTransactionRow transactionRow = (AEpTransactionRow)dv.Row;
DataRowView[] matches = MainDS.AEpMatch.DefaultView.FindRows(new object[] {
MFinanceConstants.BANK_STMT_STATUS_MATCHED_GIFT,
transactionRow.MatchText
});
if (matches.Length > 0)
{
AEpMatchRow match = (AEpMatchRow)matches[0].Row;
if (match.IsDonorKeyNull() || (match.DonorKey == 0))
{
string msg =
String.Format(Catalog.GetString("Cannot create a gift for transaction {0} since there is no valid donor."),
transactionRow.Description);
AVerificationResult.Add(new TVerificationResult(Catalog.GetString("Creating Gift Batch"), msg, TResultSeverity.Resv_Critical));
DBAccess.GDBAccessObj.RollbackTransaction();
TProgressTracker.FinishJob(MyClientID);
return -1;
}
}
}
string MatchedGiftReference = stmt.Filename;
if (!stmt.IsBankAccountKeyNull())
{
string sqlGetBankSortCode =
"SELECT bank.p_branch_code_c " +
"FROM PUB_p_banking_details details, PUB_p_bank bank " +
"WHERE details.p_banking_details_key_i = ?" +
"AND details.p_bank_key_n = bank.p_partner_key_n";
OdbcParameter param = new OdbcParameter("detailkey", OdbcType.Int);
param.Value = stmt.BankAccountKey;
PBankTable bankTable = new PBankTable();
DBAccess.GDBAccessObj.SelectDT(bankTable, sqlGetBankSortCode, Transaction, new OdbcParameter[] { param }, 0, 0);
MatchedGiftReference = bankTable[0].BranchCode + " " + stmt.Date.Day.ToString();
}
DBAccess.GDBAccessObj.RollbackTransaction();
GiftBatchTDS GiftDS = TGiftTransactionWebConnector.CreateAGiftBatch(
ALedgerNumber,
BatchDateEffective,
String.Format(Catalog.GetString("bank import for date {0}"), stmt.Date.ToShortDateString()));
AGiftBatchRow giftbatchRow = GiftDS.AGiftBatch[0];
giftbatchRow.BankAccountCode = stmt.BankAccountCode;
decimal HashTotal = 0.0M;
MainDS.AEpTransaction.DefaultView.Sort =
AEpTransactionTable.GetNumberOnPaperStatementDBName();
MainDS.AEpMatch.DefaultView.RowFilter = String.Empty;
MainDS.AEpMatch.DefaultView.Sort =
AEpMatchTable.GetActionDBName() + ", " +
AEpMatchTable.GetMatchTextDBName();
int counter = 5;
foreach (DataRowView dv in MainDS.AEpTransaction.DefaultView)
{
TProgressTracker.SetCurrentState(MyClientID,
Catalog.GetString("Preparing the gifts"),
counter++);
AEpTransactionRow transactionRow = (AEpTransactionRow)dv.Row;
DataRowView[] matches = MainDS.AEpMatch.DefaultView.FindRows(new object[] {
MFinanceConstants.BANK_STMT_STATUS_MATCHED_GIFT,
transactionRow.MatchText
});
if (matches.Length > 0)
{
AEpMatchRow match = (AEpMatchRow)matches[0].Row;
AGiftRow gift = GiftDS.AGift.NewRowTyped();
gift.LedgerNumber = giftbatchRow.LedgerNumber;
gift.BatchNumber = giftbatchRow.BatchNumber;
gift.GiftTransactionNumber = giftbatchRow.LastGiftNumber + 1;
gift.DonorKey = match.DonorKey;
gift.DateEntered = transactionRow.DateEffective;
gift.Reference = MatchedGiftReference;
GiftDS.AGift.Rows.Add(gift);
giftbatchRow.LastGiftNumber++;
foreach (DataRowView r in matches)
{
match = (AEpMatchRow)r.Row;
AGiftDetailRow detail = GiftDS.AGiftDetail.NewRowTyped();
detail.LedgerNumber = gift.LedgerNumber;
detail.BatchNumber = gift.BatchNumber;
detail.GiftTransactionNumber = gift.GiftTransactionNumber;
detail.DetailNumber = gift.LastDetailNumber + 1;
gift.LastDetailNumber++;
detail.GiftTransactionAmount = match.GiftTransactionAmount;
detail.GiftAmount = match.GiftTransactionAmount;
HashTotal += match.GiftTransactionAmount;
detail.MotivationGroupCode = match.MotivationGroupCode;
detail.MotivationDetailCode = match.MotivationDetailCode;
// do not use the description in comment one, because that could show up on the gift receipt???
// detail.GiftCommentOne = transactionRow.Description;
detail.CommentOneType = MFinanceConstants.GIFT_COMMENT_TYPE_BOTH;
detail.CostCentreCode = match.CostCentreCode;
detail.RecipientKey = match.RecipientKey;
detail.RecipientLedgerNumber = match.RecipientLedgerNumber;
AMotivationDetailRow motivation = (AMotivationDetailRow)MainDS.AMotivationDetail.Rows.Find(
new object[] { ALedgerNumber, detail.MotivationGroupCode, detail.MotivationDetailCode });
if (motivation == null)
{
AVerificationResult.Add(new TVerificationResult(
String.Format(Catalog.GetString("creating gift for match {0}"), transactionRow.Description),
String.Format(Catalog.GetString("Cannot find motivation group '{0}' and motivation detail '{1}'"),
detail.MotivationGroupCode, detail.MotivationDetailCode),
TResultSeverity.Resv_Critical));
}
// try to retrieve the current costcentre for this recipient
if (detail.RecipientKey != 0)
{
detail.RecipientLedgerNumber = TGiftTransactionWebConnector.GetRecipientFundNumber(detail.RecipientKey);
detail.CostCentreCode = TGiftTransactionWebConnector.IdentifyPartnerCostCentre(detail.LedgerNumber,
detail.RecipientLedgerNumber);
}
else
{
if (motivation != null)
{
detail.CostCentreCode = motivation.CostCentreCode;
}
}
// check for active cost centre
ACostCentreRow costcentre = (ACostCentreRow)MainDS.ACostCentre.Rows.Find(new object[] { ALedgerNumber, detail.CostCentreCode });
if ((costcentre == null) || !costcentre.CostCentreActiveFlag)
{
AVerificationResult.Add(new TVerificationResult(
String.Format(Catalog.GetString("creating gift for match {0}"), transactionRow.Description),
Catalog.GetString("Invalid or inactive cost centre"),
TResultSeverity.Resv_Critical));
}
GiftDS.AGiftDetail.Rows.Add(detail);
}
}
}
TProgressTracker.SetCurrentState(MyClientID,
Catalog.GetString("Submit to database"),
counter++);
if (AVerificationResult.HasCriticalErrors)
{
TProgressTracker.FinishJob(MyClientID);
return -1;
}
giftbatchRow.HashTotal = HashTotal;
giftbatchRow.BatchTotal = HashTotal;
// do not overwrite the parameter, because there might be the hint for a different gift batch date
TVerificationResultCollection VerificationResultSubmitChanges;
TSubmitChangesResult result = TGiftTransactionWebConnector.SaveGiftBatchTDS(ref GiftDS,
out VerificationResultSubmitChanges);
TProgressTracker.FinishJob(MyClientID);
if (result == TSubmitChangesResult.scrOK)
{
return giftbatchRow.BatchNumber;
}
return -1;
}
private static void ParseFinancialDetails(PartnerImportExportTDS AMainDS,
XmlNode AFinancialDetailsNode,
Int64 APartnerKey,
TDBTransaction ATransaction)
{
if (AFinancialDetailsNode != null)
{
string BankAccountNumber = TYml2Xml.GetAttributeRecursive(AFinancialDetailsNode, "AccountNumber");
string BankSortCode = TYml2Xml.GetAttributeRecursive(AFinancialDetailsNode, "BankSortCode");
// do we already have a bank with this sort code?
Int64 bankPartnerKey = 0;
AMainDS.PBank.DefaultView.Sort = PBankTable.GetBranchCodeDBName();
int bankIndex = AMainDS.PBank.DefaultView.Find(BankSortCode);
if (bankIndex != -1)
{
bankPartnerKey = ((PBankRow)AMainDS.PBank.DefaultView[bankIndex].Row).PartnerKey;
}
if (bankPartnerKey == 0)
{
string sqlFindBankBySortCode =
String.Format("SELECT * FROM PUB_{0} WHERE {1}=?",
PBankTable.GetTableDBName(),
PBankTable.GetBranchCodeDBName());
OdbcParameter param = new OdbcParameter("branchcode", OdbcType.VarChar);
param.Value = BankSortCode;
PBankTable bank = new PBankTable();
DBAccess.GDBAccessObj.SelectDT(bank, sqlFindBankBySortCode, ATransaction, new OdbcParameter[] {
param
}, -1, -1);
if (bank.Count > 0)
{
bankPartnerKey = bank[0].PartnerKey;
}
}
if (bankPartnerKey == 0)
{
// create a new bank record
PBankRow bankRow = AMainDS.PBank.NewRowTyped(true);
bankRow.PartnerKey = TImportExportYml.NewPartnerKey;
TImportExportYml.NewPartnerKey--;
bankRow.BranchCode = BankSortCode;
bankRow.BranchName = BankSortCode;
AMainDS.PBank.Rows.Add(bankRow);
bankPartnerKey = bankRow.PartnerKey;
}
PBankingDetailsRow bankingDetailsRow = AMainDS.PBankingDetails.NewRowTyped(true);
bankingDetailsRow.BankingDetailsKey = (AMainDS.PBankingDetails.Rows.Count + 1) * -1;
bankingDetailsRow.BankingType = 0;
bankingDetailsRow.BankAccountNumber = BankAccountNumber;
bankingDetailsRow.BankKey = bankPartnerKey;
AMainDS.PBankingDetails.Rows.Add(bankingDetailsRow);
PPartnerBankingDetailsRow partnerBankingDetailsRow = AMainDS.PPartnerBankingDetails.NewRowTyped(true);
partnerBankingDetailsRow.PartnerKey = APartnerKey;
partnerBankingDetailsRow.BankingDetailsKey = bankingDetailsRow.BankingDetailsKey;
AMainDS.PPartnerBankingDetails.Rows.Add(partnerBankingDetailsRow);
}
}
private void PopulateComboBoxes()
{
// For some reason this method enables the save button
// temporarily remove the event that enables the save button when data is changed
FPetraUtilsObject.ActionEnablingEvent -= ((TFrmPartnerEdit)FPetraUtilsObject.GetForm()).ActionEnabledEvent;
bool HasChanges = FPetraUtilsObject.HasChanges;
// temporily remove events from comboboxes
cmbBankName.SelectedValueChanged -= new System.EventHandler(this.BankNameChanged);
cmbBankCode.SelectedValueChanged -= new System.EventHandler(this.BankCodeChanged);
// load bank records
if (FBankDataset == null)
{
FBankDataset = TRemote.MPartner.Partner.WebConnectors.GetPBankRecords();
txtBankKey.DataSet = FBankDataset;
}
// create new datatable without any partnerkey duplicates (same bank with different locations)
PBankTable ComboboxTable = new PBankTable();
bool CreateInactiveCode = false;
foreach (BankTDSPBankRow Row in FBankDataset.PBank.Rows)
{
if (!ComboboxTable.Rows.Contains(Row.PartnerKey))
{
PBankRow AddRow = (PBankRow)ComboboxTable.NewRow();
AddRow.PartnerKey = Row.PartnerKey;
AddRow.BranchName = Row.BranchName;
AddRow.BranchCode = Row.BranchCode;
ComboboxTable.Rows.Add(AddRow);
if (Row.BranchCode == SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ")
{
CreateInactiveCode = true;
}
}
}
// add empty row
DataRow emptyRow = ComboboxTable.NewRow();
emptyRow[PBankTable.ColumnPartnerKeyId] = -1;
emptyRow[PBankTable.ColumnBranchNameId] = Catalog.GetString("");
emptyRow[PBankTable.ColumnBranchCodeId] = Catalog.GetString("");
ComboboxTable.Rows.Add(emptyRow);
if (CreateInactiveCode)
{
// add inactive row
emptyRow = ComboboxTable.NewRow();
emptyRow[PBankTable.ColumnPartnerKeyId] = -2;
emptyRow[PBankTable.ColumnBranchNameId] = Catalog.GetString("");
emptyRow[PBankTable.ColumnBranchCodeId] = SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ";
ComboboxTable.Rows.Add(emptyRow);
}
// populate the bank name combo box
cmbBankName.InitialiseUserControl(ComboboxTable,
PBankTable.GetPartnerKeyDBName(),
PBankTable.GetBranchNameDBName(),
PBankTable.GetBranchCodeDBName(),
null);
cmbBankName.AppearanceSetup(new int[] { 230, 160 }, -1);
cmbBankName.Filter = PBankTable.GetBranchNameDBName() + " <> '' OR " +
PBankTable.GetBranchNameDBName() + " = '' AND " + PBankTable.GetBranchCodeDBName() + " = ''";
cmbBankName.SelectedValueChanged += new System.EventHandler(this.BankNameChanged);
// populate the bank code combo box
cmbBankCode.InitialiseUserControl(ComboboxTable,
PBankTable.GetBranchCodeDBName(),
PBankTable.GetPartnerKeyDBName(),
null);
cmbBankCode.AppearanceSetup(new int[] { 210 }, -1);
// filter rows that are blank or <INACTIVE>
cmbBankCode.Filter = "(" + PBankTable.GetBranchCodeDBName() + " <> '' AND " + PBankTable.GetBranchCodeDBName() + " <> '" +
SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ') " +
"OR (" + PBankTable.GetBranchNameDBName() + " = '' AND " + PBankTable.GetBranchCodeDBName() + " = '') " +
"OR (" + PBankTable.GetBranchNameDBName() + " = '' AND " + PBankTable.GetBranchCodeDBName() + " = '" +
SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ')";
cmbBankCode.SelectedValueChanged += new System.EventHandler(this.BankCodeChanged);
FComboBoxesCreated = true;
if ((FPreviouslySelectedDetailRow != null) && (FPreviouslySelectedDetailRow.BankKey != 0)
&& (((FCurrentBankRow == null) || (FPreviouslySelectedDetailRow.BankKey != FCurrentBankRow.PartnerKey))))
{
PartnerKeyChanged(FPreviouslySelectedDetailRow.BankKey, "", true);
}
FPetraUtilsObject.ActionEnablingEvent += ((TFrmPartnerEdit)FPetraUtilsObject.GetForm()).ActionEnabledEvent;
FPetraUtilsObject.HasChanges = HasChanges;
}
/// <summary>
/// Populates cmbBankName and cmbBankCode (loads data from database if needed)
/// </summary>
public void PopulateBankComboBoxes()
{
// temporily remove events from comboboxes
cmbBankName.SelectedValueChanged -= new System.EventHandler(this.BankNameChanged);
cmbBankCode.SelectedValueChanged -= new System.EventHandler(this.BankCodeChanged);
// Load bank records. (I don't think this will ever be null. Database is populated when tab is loaded.)
if (FBankDataset == null)
{
FBankDataset = TRemote.MPartner.Partner.WebConnectors.GetPBankRecords();
}
txtBankKey.DataSet = FBankDataset;
// create new datatable without any partnerkey duplicates (same bank with different locations)
PBankTable ComboboxTable = new PBankTable();
foreach (BankTDSPBankRow Row in FBankDataset.PBank.Rows)
{
if (!ComboboxTable.Rows.Contains(Row.PartnerKey))
{
PBankRow AddRow = (PBankRow)ComboboxTable.NewRow();
AddRow.PartnerKey = Row.PartnerKey;
AddRow.BranchName = Row.BranchName;
AddRow.BranchCode = Row.BranchCode;
ComboboxTable.Rows.Add(AddRow);
}
}
// add empty row
DataRow emptyRow = ComboboxTable.NewRow();
emptyRow[PBankTable.ColumnPartnerKeyId] = -1;
emptyRow[PBankTable.ColumnBranchNameId] = Catalog.GetString("");
emptyRow[PBankTable.ColumnBranchCodeId] = Catalog.GetString("");
ComboboxTable.Rows.Add(emptyRow);
// add inactive row
emptyRow = ComboboxTable.NewRow();
emptyRow[PBankTable.ColumnPartnerKeyId] = -2;
emptyRow[PBankTable.ColumnBranchNameId] = Catalog.GetString("");
emptyRow[PBankTable.ColumnBranchCodeId] = SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ";
ComboboxTable.Rows.Add(emptyRow);
// populate the bank name combo box
cmbBankName.InitialiseUserControl(ComboboxTable,
PBankTable.GetPartnerKeyDBName(),
PBankTable.GetBranchNameDBName(),
PBankTable.GetBranchCodeDBName(),
null);
cmbBankName.Filter = PBankTable.GetBranchNameDBName() + " <> '' OR " +
PBankTable.GetBranchNameDBName() + " = '' AND " + PBankTable.GetBranchCodeDBName() + " = ''";
cmbBankName.SelectedValueChanged += new System.EventHandler(this.BankNameChanged);
// populate the bank code combo box
cmbBankCode.InitialiseUserControl(ComboboxTable,
PBankTable.GetBranchCodeDBName(),
PBankTable.GetPartnerKeyDBName(),
null);
// filter rows that are blank or <INACTIVE>
cmbBankCode.Filter = "(" + PBankTable.GetBranchCodeDBName() + " <> '' AND " + PBankTable.GetBranchCodeDBName() + " <> '" +
SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ') " +
"OR (" + PBankTable.GetBranchNameDBName() + " = '' AND " + PBankTable.GetBranchCodeDBName() + " = '') " +
"OR (" + PBankTable.GetBranchNameDBName() + " = '' AND " + PBankTable.GetBranchCodeDBName() + " = '" +
SharedConstants.INACTIVE_VALUE_WITH_QUALIFIERS + " ')";
cmbBankCode.SelectedValueChanged += new System.EventHandler(this.BankCodeChanged);
FComboBoxesCreated = true;
}
/// <summary>
/// return an XmlDocument with all partner info;
/// the partners are grouped by class, country, status, and sitekey
/// </summary>
/// <returns></returns>
public static string ExportPartners()
{
PartnerEditTDS MainDS = new PartnerEditTDS();
LoadDataFromDB(ref MainDS);
// Group partners into categories.
//
// A partner's category is defined by his: class, country, status, and sitekey
// It is stored as a string e.g. "FAMILY,DE,ACTIVE,0".
//
SortedList <string, List <long> > PartnerCategories = GroupPartnersIntoCategories(MainDS);
// create XML structure for each category
XmlDocument PartnerData = TYml2Xml.CreateXmlDocument();
XmlNode rootNode = PartnerData.FirstChild.NextSibling;
Int32 groupCounter = 0;
foreach (string category in PartnerCategories.Keys)
{
// get category data
groupCounter++;
XmlElement groupNode = PartnerData.CreateElement("PartnerGroup" + groupCounter.ToString());
rootNode.AppendChild(groupNode);
Int32 partnerCounter = 0;
string[] categoryDetails = category.Split(new char[] { ',' });
// may want to skip the categories with sitekey = -1
// right now, we still export them and ignore the partners 0 and 1000000 later
groupNode.SetAttribute("class", categoryDetails[0]);
groupNode.SetAttribute("Country", categoryDetails[1]);
groupNode.SetAttribute("status", categoryDetails[2]);
groupNode.SetAttribute("SiteKey", categoryDetails[3]);
List <long> partnerKeys = PartnerCategories[category];
foreach (long partnerKey in partnerKeys)
{
if ((partnerKey != 0) && (partnerKey != 1000000)) // skip organization root and the 0 when exporting
{
MainDS.PPartner.DefaultView.RowFilter = PPartnerTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
PPartnerRow partnerRow = (PPartnerRow)MainDS.PPartner.DefaultView[0].Row;
PFamilyRow familyRow = null;
if (partnerRow.PartnerClass == MPartnerConstants.PARTNERCLASS_FAMILY)
{
MainDS.PFamily.DefaultView.RowFilter = PFamilyTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
familyRow = (PFamilyRow)MainDS.PFamily.DefaultView[0].Row;
}
PPersonRow personRow = null;
if (partnerRow.PartnerClass == MPartnerConstants.PARTNERCLASS_PERSON)
{
MainDS.PPerson.DefaultView.RowFilter = PPersonTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
personRow = (PPersonRow)MainDS.PPerson.DefaultView[0].Row;
}
POrganisationRow organisationRow = null;
if (partnerRow.PartnerClass == MPartnerConstants.PARTNERCLASS_ORGANISATION)
{
MainDS.POrganisation.DefaultView.RowFilter = POrganisationTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
organisationRow = (POrganisationRow)MainDS.POrganisation.DefaultView[0].Row;
}
PUnitRow unitRow = null;
UmUnitStructureRow unitStructureRow = null;
if (partnerRow.PartnerClass == MPartnerConstants.PARTNERCLASS_UNIT)
{
MainDS.PUnit.DefaultView.RowFilter = PUnitTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
unitRow = (PUnitRow)MainDS.PUnit.DefaultView[0].Row;
MainDS.UmUnitStructure.DefaultView.RowFilter = UmUnitStructureTable.GetChildUnitKeyDBName() + " = " + partnerKey.ToString();
long numParents = MainDS.UmUnitStructure.DefaultView.Count;
if (numParents == 1)
{
unitStructureRow = (UmUnitStructureRow)MainDS.UmUnitStructure.DefaultView[0].Row;
}
else
{
throw new Exception(
"Units must have exactly one ParentUnit. " +
"The unit with partnerKey " + partnerKey.ToString() + " has " +
numParents.ToString() + ".");
}
}
PBankRow BankRow = null;
if (partnerRow.PartnerClass == MPartnerConstants.PARTNERCLASS_BANK)
{
MainDS.PBank.DefaultView.RowFilter = PBankTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
BankRow = (PBankRow)MainDS.PBank.DefaultView[0].Row;
}
partnerCounter++;
XmlElement partnerNode = PartnerData.CreateElement("Partner" + partnerCounter.ToString());
groupNode.AppendChild(partnerNode);
partnerNode.SetAttribute("PartnerKey", partnerRow.PartnerKey.ToString());
//groupNode.SetAttribute("ShortName", partnerRow.PartnerShortName.ToString());
if (personRow != null)
{
partnerNode.SetAttribute("FirstName", personRow.FirstName.ToString());
partnerNode.SetAttribute("LastName", personRow.FamilyName.ToString());
partnerNode.SetAttribute("Title", personRow.Title.ToString());
}
else if (familyRow != null)
{
partnerNode.SetAttribute("FirstName", familyRow.FirstName.ToString());
partnerNode.SetAttribute("LastName", familyRow.FamilyName.ToString());
partnerNode.SetAttribute("Title", familyRow.Title.ToString());
}
else if (organisationRow != null)
{
partnerNode.SetAttribute("Name", organisationRow.OrganisationName.ToString());
}
else if (unitRow != null)
{
partnerNode.SetAttribute("Name", unitRow.UnitName.ToString());
partnerNode.SetAttribute("UnitTypeCode", unitRow.UnitTypeCode.ToString());
if (unitStructureRow != null)
{
partnerNode.SetAttribute("ParentUnitKey", unitStructureRow.ParentUnitKey.ToString());
}
}
if (BankRow != null)
{
partnerNode.SetAttribute("BranchName", BankRow.BranchName);
partnerNode.SetAttribute("BranchCode", BankRow.BranchCode);
partnerNode.SetAttribute("BranchBic", BankRow.Bic);
partnerNode.SetAttribute("EpFormatFile", BankRow.EpFormatFile);
}
partnerNode.SetAttribute("CreatedAt", partnerRow.DateCreated.Value.ToString("yyyy-MM-dd HH:mm:ss"));
// special types
string specialTypes = "";
MainDS.PPartnerType.DefaultView.RowFilter = PPartnerTypeTable.GetPartnerKeyDBName() + "=" + partnerKey.ToString();
foreach (DataRowView rv in MainDS.PPartnerType.DefaultView)
{
if (specialTypes.Length > 0)
{
specialTypes += ", ";
}
specialTypes += ((PPartnerTypeRow)rv.Row).TypeCode;
}
if (specialTypes.Length > 0)
{
partnerNode.SetAttribute("SpecialTypes", specialTypes);
}
// addresses
DataView partnerLocationView = MainDS.PPartnerLocation.DefaultView;
partnerLocationView.RowFilter =
PPartnerLocationTable.GetPartnerKeyDBName() + " = " + partnerRow.PartnerKey.ToString() +
"AND " + PPartnerLocationTable.GetLocationKeyDBName() + " <> 0 "; // ignore invalid addresses
Int32 addressCounter = 0;
foreach (DataRowView rv in partnerLocationView)
{
XmlElement addressNode = PartnerData.CreateElement("Address" + (addressCounter > 0 ? addressCounter.ToString() : ""));
addressCounter++;
partnerNode.AppendChild(addressNode);
PPartnerLocationRow partnerLocationRow = (PPartnerLocationRow)rv.Row;
DataView locationView = MainDS.PLocation.DefaultView;
locationView.RowFilter =
PLocationTable.GetSiteKeyDBName() + "=" + partnerLocationRow.SiteKey.ToString() + " AND " +
PLocationTable.GetLocationKeyDBName() + "=" + partnerLocationRow.LocationKey.ToString();
if (locationView.Count > 0)
{
PLocationRow locationRow = (PLocationRow)locationView[0].Row;
addressNode.SetAttribute("Street", locationRow.StreetName);
addressNode.SetAttribute("City", locationRow.City);
addressNode.SetAttribute("PostCode", locationRow.PostalCode);
}
addressNode.SetAttribute("Email", partnerLocationRow.EmailAddress);
addressNode.SetAttribute("Phone", partnerLocationRow.TelephoneNumber);
addressNode.SetAttribute("MobilePhone", partnerLocationRow.MobileNumber);
}
// TODO: notes
// TODO: This doesn't export as much data as it should?
}
}
}
return(TXMLParser.XmlToString(PartnerData));
}
private static void ParsePartners(ref PartnerImportExportTDS AMainDS,
XmlNode ACurNode,
TDBTransaction ATransaction,
ref TVerificationResultCollection AVerificationResult)
{
XmlNode LocalNode = ACurNode;
while (LocalNode != null)
{
if (LocalNode.Name.StartsWith("PartnerGroup"))
{
ParsePartners(ref AMainDS, LocalNode.FirstChild, ATransaction, ref AVerificationResult);
}
else if (LocalNode.Name.StartsWith("Partner"))
{
PPartnerRow PartnerRow = AMainDS.PPartner.NewRowTyped();
Boolean IsExistingPartner = false;
if (!TYml2Xml.HasAttributeRecursive(LocalNode, "SiteKey"))
{
throw new Exception(Catalog.GetString("Missing SiteKey Attribute"));
}
if (!TYml2Xml.HasAttributeRecursive(LocalNode, "status"))
{
throw new Exception(Catalog.GetString("Missing status Attribute"));
}
// get a new partner key
if (TYml2Xml.HasAttribute(LocalNode, "PartnerKey"))
{
PartnerRow.PartnerKey = Convert.ToInt64(TYml2Xml.GetAttribute(LocalNode, "PartnerKey"));
if (PPartnerAccess.Exists(PartnerRow.PartnerKey, ATransaction))
{
AMainDS.Merge(PPartnerAccess.LoadByPrimaryKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.PPartner.DefaultView.RowFilter = String.Format("{0} = '{1}'",
PPartnerTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey);
PartnerRow = (PPartnerRow)AMainDS.PPartner.DefaultView[0].Row;
IsExistingPartner = true;
}
else
{
AMainDS.PPartner.Rows.Add(PartnerRow);
}
}
else
{
PartnerRow.PartnerKey = TImportExportYml.NewPartnerKey;
TImportExportYml.NewPartnerKey--;
}
String PartnerClass = TYml2Xml.GetAttributeRecursive(LocalNode, "class");
TLogging.LogAtLevel(TLogging.DEBUGLEVEL_TRACE,
PartnerClass + " " +
LocalNode.Name + " " +
"PartnerKey=" + PartnerRow.PartnerKey
);
if (IsExistingPartner && (PartnerClass != PartnerRow.PartnerClass))
{
throw new Exception(String.Format("Error: Yml contains Existing Partner {0} with a different partner class {1}!",
PartnerRow.PartnerKey, PartnerClass));
}
PartnerRow.PartnerClass = PartnerClass;
if (PartnerClass == MPartnerConstants.PARTNERCLASS_FAMILY)
{
PFamilyRow FamilyRow;
if (IsExistingPartner)
{
AMainDS.Merge(PFamilyAccess.LoadByPrimaryKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.PFamily.DefaultView.RowFilter = String.Format("{0} = '{1}'",
PFamilyTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey);
FamilyRow = (PFamilyRow)AMainDS.PFamily.DefaultView[0].Row;
}
else
{
FamilyRow = AMainDS.PFamily.NewRowTyped();
FamilyRow.PartnerKey = PartnerRow.PartnerKey;
PartnerRow.PartnerClass = MPartnerConstants.PARTNERCLASS_FAMILY;
AMainDS.PFamily.Rows.Add(FamilyRow);
}
FamilyRow.FamilyName = TYml2Xml.GetAttributeRecursive(LocalNode, "LastName");
FamilyRow.FirstName = TYml2Xml.GetAttribute(LocalNode, "FirstName");
FamilyRow.Title = TYml2Xml.GetAttribute(LocalNode, "Title");
if (TYml2Xml.HasAttribute(LocalNode, "CreatedAt"))
{
FamilyRow.DateCreated = Convert.ToDateTime(TYml2Xml.GetAttribute(LocalNode, "CreatedAt"));
}
PartnerRow.AddresseeTypeCode = MPartnerConstants.PARTNERCLASS_FAMILY;
PartnerRow.PartnerShortName =
Calculations.DeterminePartnerShortName(FamilyRow.FamilyName, FamilyRow.Title, FamilyRow.FirstName);
}
if (PartnerClass == MPartnerConstants.PARTNERCLASS_PERSON)
{
PPersonRow PersonRow;
if (IsExistingPartner)
{
AMainDS.Merge(PPersonAccess.LoadByPrimaryKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.PPerson.DefaultView.RowFilter = String.Format("{0} = '{1}'",
PPersonTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey);
PersonRow = (PPersonRow)AMainDS.PPerson.DefaultView[0].Row;
}
else
{
PersonRow = AMainDS.PPerson.NewRowTyped();
PersonRow.PartnerKey = PartnerRow.PartnerKey;
AMainDS.PPerson.Rows.Add(PersonRow);
}
PersonRow.FamilyName = TYml2Xml.GetAttributeRecursive(LocalNode, "LastName");
PersonRow.FirstName = TYml2Xml.GetAttribute(LocalNode, "FirstName");
PersonRow.Title = TYml2Xml.GetAttribute(LocalNode, "Title");
if (TYml2Xml.HasAttribute(LocalNode, "CreatedAt"))
{
PersonRow.DateCreated = Convert.ToDateTime(TYml2Xml.GetAttribute(LocalNode, "CreatedAt"));
}
// PersonRow.Sp
PartnerRow.PartnerShortName =
Calculations.DeterminePartnerShortName(PersonRow.FamilyName, PersonRow.Title, PersonRow.FirstName);
}
else if (PartnerClass == MPartnerConstants.PARTNERCLASS_ORGANISATION)
{
POrganisationRow OrganisationRow;
if (IsExistingPartner)
{
AMainDS.Merge(POrganisationAccess.LoadByPrimaryKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.POrganisation.DefaultView.RowFilter = String.Format("{0} = '{1}'",
POrganisationTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey);
OrganisationRow = (POrganisationRow)AMainDS.POrganisation.DefaultView[0].Row;
}
else
{
OrganisationRow = AMainDS.POrganisation.NewRowTyped();
OrganisationRow.PartnerKey = PartnerRow.PartnerKey;
AMainDS.POrganisation.Rows.Add(OrganisationRow);
}
OrganisationRow.OrganisationName = TYml2Xml.GetAttributeRecursive(LocalNode, "Name");
PartnerRow.PartnerShortName = OrganisationRow.OrganisationName;
}
else if (PartnerClass == MPartnerConstants.PARTNERCLASS_UNIT)
{
PUnitRow UnitRow;
if (IsExistingPartner)
{
AMainDS.Merge(PUnitAccess.LoadByPrimaryKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.PUnit.DefaultView.RowFilter = String.Format("{0} = '{1}'",
PUnitTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey);
UnitRow = (PUnitRow)AMainDS.PUnit.DefaultView[0].Row;
}
else
{
UnitRow = AMainDS.PUnit.NewRowTyped();
UnitRow.PartnerKey = PartnerRow.PartnerKey;
AMainDS.PUnit.Rows.Add(UnitRow);
}
UnitRow.UnitTypeCode = TYml2Xml.GetAttributeRecursive(LocalNode, "UnitTypeCode");
UnitRow.UnitName = TYml2Xml.GetAttributeRecursive(LocalNode, "Name");
if (PartnerRow.PartnerKey < -1)
{
throw new Exception("Invalid Partner Key or No Partner Key - and no proper handling implemented");
// from here...
/*
* AVerificationResult.Add(new TVerificationResult(
* String.Format(Catalog.GetString("Importing Unit {0}"), UnitRow.UnitName),
* Catalog.GetString("You need to provide a partner key for the unit"),
* TResultSeverity.Resv_Critical));
*/
// ...to here: throws Exception in case of a illegal import file?
// The above code must have a glitch
}
if (!TYml2Xml.HasAttribute(LocalNode, "ParentUnitKey"))
{
throw new Exception(
"The currently being processed unit (PartnerKey " +
PartnerRow.PartnerKey +
") requires a ParentUnitKey.");
}
Int64 ParentKey = Convert.ToInt64(TYml2Xml.GetAttributeRecursive(LocalNode, "ParentUnitKey"));
UmUnitStructureRow UnitStructureRow = null;
if (IsExistingPartner)
{
AMainDS.Merge(UmUnitStructureAccess.LoadViaPUnitChildUnitKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.UmUnitStructure.DefaultView.RowFilter = String.Format("{0} = '{1}'",
UmUnitStructureTable.GetChildUnitKeyDBName(),
PartnerRow.PartnerKey);
if (AMainDS.UmUnitStructure.DefaultView.Count > 0)
{
UnitStructureRow = (UmUnitStructureRow)AMainDS.UmUnitStructure.DefaultView[0].Row;
}
}
if (UnitStructureRow == null)
{
UnitStructureRow = AMainDS.UmUnitStructure.NewRowTyped();
UnitStructureRow.ParentUnitKey = ParentKey;
UnitStructureRow.ChildUnitKey = PartnerRow.PartnerKey;
AMainDS.UmUnitStructure.Rows.Add(UnitStructureRow);
}
else
{
UnitStructureRow.ParentUnitKey = ParentKey;
UnitStructureRow.ChildUnitKey = PartnerRow.PartnerKey;
}
PartnerRow.PartnerShortName = UnitRow.UnitName;
}
else if (PartnerClass == MPartnerConstants.PARTNERCLASS_BANK)
{
PBankRow BankRow;
if (IsExistingPartner)
{
AMainDS.Merge(PBankAccess.LoadByPrimaryKey(PartnerRow.PartnerKey, ATransaction));
AMainDS.PBank.DefaultView.RowFilter = String.Format("{0} = '{1}'",
PBankTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey);
BankRow = (PBankRow)AMainDS.PBank.DefaultView[0].Row;
}
else
{
BankRow = AMainDS.PBank.NewRowTyped();
BankRow.PartnerKey = PartnerRow.PartnerKey;
AMainDS.PBank.Rows.Add(BankRow);
}
BankRow.BranchName = TYml2Xml.GetAttribute(LocalNode, "BranchName");
BankRow.BranchCode = TYml2Xml.GetAttribute(LocalNode, "BranchCode");
BankRow.Bic = TYml2Xml.GetAttribute(LocalNode, "BranchBic");
BankRow.EpFormatFile = TYml2Xml.GetAttribute(LocalNode, "EpFormatFile");
if (TYml2Xml.HasAttribute(LocalNode, "CreatedAt"))
{
BankRow.DateCreated = Convert.ToDateTime(TYml2Xml.GetAttribute(LocalNode, "CreatedAt"));
}
}
else
{
/*
* throw new Exception(
* "Unknown Partner Class" +
* TYml2Xml.GetAttributeRecursive(LocalNode, "class"));
*/
// TODO AVerificationResult add failing problem: unknown partner class
}
PartnerRow.StatusCode = TYml2Xml.GetAttributeRecursive(LocalNode, "status");
// import special types
StringCollection SpecialTypes = StringHelper.StrSplit(TYml2Xml.GetAttributeRecursive(LocalNode, "SpecialTypes"), ",");
if (IsExistingPartner)
{
PPartnerTypeAccess.LoadViaPPartner(AMainDS, PartnerRow.PartnerKey, ATransaction);
}
foreach (string SpecialType in SpecialTypes)
{
PPartnerTypeRow PartnerTypeRow = null;
AMainDS.PPartnerType.DefaultView.RowFilter = String.Format("{0}={1} AND {2}='{3}'",
PPartnerTypeTable.GetPartnerKeyDBName(),
PartnerRow.PartnerKey,
PPartnerTypeTable.GetTypeCodeDBName(),
SpecialType
);
if (AMainDS.PPartnerType.DefaultView.Count > 0)
{
PartnerTypeRow = (PPartnerTypeRow)AMainDS.PPartnerType.DefaultView[0].Row;
}
else
{
PartnerTypeRow = AMainDS.PPartnerType.NewRowTyped();
PartnerTypeRow.PartnerKey = PartnerRow.PartnerKey;
PartnerTypeRow.TypeCode = SpecialType.Trim();
AMainDS.PPartnerType.Rows.Add(PartnerTypeRow);
}
// Check Partner type exists, or create it
bool TypeIsKnown = PTypeAccess.Exists(PartnerTypeRow.TypeCode, ATransaction);
if (!TypeIsKnown)
{
Int32 RowIdx = AMainDS.PType.DefaultView.Find(PartnerTypeRow.TypeCode); // I might have created it a second ago..
if (RowIdx < 0)
{
PTypeRow TypeRow = AMainDS.PType.NewRowTyped();
TypeRow.TypeCode = PartnerTypeRow.TypeCode;
TypeRow.TypeDescription = "Created from YAML import";
AMainDS.PType.Rows.Add(TypeRow);
}
}
}
// import subscriptions
StringCollection Subscriptions = StringHelper.StrSplit(TYml2Xml.GetAttributeRecursive(LocalNode, "Subscriptions"), ",");
foreach (string publicationCode in Subscriptions)
{
PSubscriptionRow subscription = AMainDS.PSubscription.NewRowTyped();
subscription.PartnerKey = PartnerRow.PartnerKey;
subscription.PublicationCode = publicationCode.Trim();
subscription.ReasonSubsGivenCode = "FREE";
AMainDS.PSubscription.Rows.Add(subscription);
}
// import address
XmlNode addressNode = TYml2Xml.GetChild(LocalNode, "Address");
if ((addressNode == null) || (TYml2Xml.GetAttributeRecursive(addressNode, "Street").Length == 0))
{
if (!IsExistingPartner)
{
// add the empty location
PPartnerLocationRow partnerlocation = AMainDS.PPartnerLocation.NewRowTyped(true);
partnerlocation.SiteKey = 0;
partnerlocation.PartnerKey = PartnerRow.PartnerKey;
partnerlocation.DateEffective = DateTime.Now;
partnerlocation.LocationType = "HOME";
partnerlocation.SendMail = false;
partnerlocation.EmailAddress = TYml2Xml.GetAttributeRecursive(addressNode, "Email");
partnerlocation.TelephoneNumber = TYml2Xml.GetAttributeRecursive(addressNode, "Phone");
partnerlocation.MobileNumber = TYml2Xml.GetAttributeRecursive(addressNode, "MobilePhone");
AMainDS.PPartnerLocation.Rows.Add(partnerlocation);
}
}
else
{
PLocationRow location = AMainDS.PLocation.NewRowTyped(true);
location.LocationKey = (AMainDS.PLocation.Rows.Count + 1) * -1;
location.SiteKey = 0;
if (!TYml2Xml.HasAttributeRecursive(LocalNode, "Country"))
{
throw new Exception(Catalog.GetString("Missing Country Attribute"));
}
location.CountryCode = TYml2Xml.GetAttributeRecursive(addressNode, "Country");
location.StreetName = TYml2Xml.GetAttributeRecursive(addressNode, "Street");
location.City = TYml2Xml.GetAttributeRecursive(addressNode, "City");
location.PostalCode = TYml2Xml.GetAttributeRecursive(addressNode, "PostCode");
AMainDS.PLocation.Rows.Add(location);
PPartnerLocationRow partnerlocation = AMainDS.PPartnerLocation.NewRowTyped(true);
partnerlocation.SiteKey = 0;
partnerlocation.LocationKey = location.LocationKey;
partnerlocation.PartnerKey = PartnerRow.PartnerKey;
partnerlocation.SendMail = true;
partnerlocation.DateEffective = DateTime.Now;
partnerlocation.LocationType = "HOME";
partnerlocation.EmailAddress = TYml2Xml.GetAttributeRecursive(addressNode, "Email");
partnerlocation.TelephoneNumber = TYml2Xml.GetAttributeRecursive(addressNode, "Phone");
partnerlocation.MobileNumber = TYml2Xml.GetAttributeRecursive(addressNode, "MobilePhone");
AMainDS.PPartnerLocation.Rows.Add(partnerlocation);
}
// import finance details (bank account number)
XmlNode financialDetailsNode = TYml2Xml.GetChild(LocalNode, "FinancialDetails");
ParseFinancialDetails(AMainDS, financialDetailsNode, PartnerRow.PartnerKey, ATransaction);
}
LocalNode = LocalNode.NextSibling;
}
}
private static void ParseFinancialDetails(PartnerImportExportTDS AMainDS,
XmlNode AFinancialDetailsNode,
Int64 APartnerKey,
TDBTransaction ATransaction)
{
if (AFinancialDetailsNode != null)
{
string BankAccountNumber = TYml2Xml.GetAttributeRecursive(AFinancialDetailsNode, "AccountNumber");
string BankSortCode = TYml2Xml.GetAttributeRecursive(AFinancialDetailsNode, "BankSortCode");
// do we already have a bank with this sort code?
Int64 bankPartnerKey = 0;
AMainDS.PBank.DefaultView.Sort = PBankTable.GetBranchCodeDBName();
int bankIndex = AMainDS.PBank.DefaultView.Find(BankSortCode);
if (bankIndex != -1)
{
bankPartnerKey = ((PBankRow)AMainDS.PBank.DefaultView[bankIndex].Row).PartnerKey;
}
if (bankPartnerKey == 0)
{
string sqlFindBankBySortCode =
String.Format("SELECT * FROM PUB_{0} WHERE {1}=?",
PBankTable.GetTableDBName(),
PBankTable.GetBranchCodeDBName());
OdbcParameter param = new OdbcParameter("branchcode", OdbcType.VarChar);
param.Value = BankSortCode;
PBankTable bank = new PBankTable();
DBAccess.GDBAccessObj.SelectDT(bank, sqlFindBankBySortCode, ATransaction, new OdbcParameter[] {
param
}, -1, -1);
if (bank.Count > 0)
{
bankPartnerKey = bank[0].PartnerKey;
}
}
if (bankPartnerKey == 0)
{
// create a new bank record
PBankRow bankRow = AMainDS.PBank.NewRowTyped(true);
bankRow.PartnerKey = TImportExportYml.NewPartnerKey;
TImportExportYml.NewPartnerKey--;
bankRow.BranchCode = BankSortCode;
bankRow.BranchName = BankSortCode;
AMainDS.PBank.Rows.Add(bankRow);
bankPartnerKey = bankRow.PartnerKey;
}
PBankingDetailsRow bankingDetailsRow = AMainDS.PBankingDetails.NewRowTyped(true);
bankingDetailsRow.BankingDetailsKey = (AMainDS.PBankingDetails.Rows.Count + 1) * -1;
bankingDetailsRow.BankingType = 0;
bankingDetailsRow.BankAccountNumber = BankAccountNumber;
bankingDetailsRow.BankKey = bankPartnerKey;
AMainDS.PBankingDetails.Rows.Add(bankingDetailsRow);
PPartnerBankingDetailsRow partnerBankingDetailsRow = AMainDS.PPartnerBankingDetails.NewRowTyped(true);
partnerBankingDetailsRow.PartnerKey = APartnerKey;
partnerBankingDetailsRow.BankingDetailsKey = bankingDetailsRow.BankingDetailsKey;
AMainDS.PPartnerBankingDetails.Rows.Add(partnerBankingDetailsRow);
}
}
