/// <summary>
/// Sets TaxDeductiblePct and uses it to calculate the tax deductibility amounts for a Gift Detail
/// </summary>
/// <param name="AGiftDetail">Calculated amounts are added to this row</param>
/// <param name="ADateEntered"></param>
/// <param name="ATransaction"></param>
public static void SetDefaultTaxDeductibilityData(
ref AGiftDetailRow AGiftDetail, DateTime ADateEntered, TDBTransaction ATransaction)
{
bool FoundTaxDeductiblePct = false;
// if the gift it tax deductible
if (AGiftDetail.TaxDeductible)
{
AMotivationDetailTable Tbl = AMotivationDetailAccess.LoadByPrimaryKey(
AGiftDetail.LedgerNumber, AGiftDetail.MotivationGroupCode, AGiftDetail.MotivationDetailCode, ATransaction);
AMotivationDetailRow MotivationDetailRow;
Boolean HasTaxDeductibleAccountCode = false;
if (Tbl.Rows.Count > 0)
{
MotivationDetailRow = Tbl[0];
HasTaxDeductibleAccountCode = !string.IsNullOrEmpty(MotivationDetailRow.TaxDeductibleAccountCode);
}
// if the gift's motivation detail has a tax-deductible account
if (HasTaxDeductibleAccountCode)
{
// default pct is 100
AGiftDetail.TaxDeductiblePct = 100;
FoundTaxDeductiblePct = true;
PPartnerTaxDeductiblePctTable PartnerTaxDeductiblePctTable =
PPartnerTaxDeductiblePctAccess.LoadViaPPartner(AGiftDetail.RecipientKey, ATransaction);
// search for tax deductible pct for recipient
foreach (PPartnerTaxDeductiblePctRow Row in PartnerTaxDeductiblePctTable.Rows)
{
if (Row.DateValidFrom <= ADateEntered)
{
AGiftDetail.TaxDeductiblePct = Row.PercentageTaxDeductible;
break;
}
}
}
}
// if a tax deductible pct is set for the recipient
if (FoundTaxDeductiblePct)
{
// calculate TaxDeductibleAmount and NonDeductibleAmount for all three currencies
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref AGiftDetail);
}
// if gift is not tax deductible or motivation detail does not hace a tax deductible account
if (!AGiftDetail.TaxDeductible || !FoundTaxDeductiblePct)
{
AGiftDetail.TaxDeductiblePct = 0;
AGiftDetail.NonDeductibleAmount = AGiftDetail.GiftTransactionAmount;
AGiftDetail.NonDeductibleAmountBase = AGiftDetail.GiftAmount;
AGiftDetail.NonDeductibleAmountIntl = AGiftDetail.GiftAmountIntl;
}
}
/// <summary>
/// Update tax deductibility amounts when the gift amount or the tax deductible percentage has changed
/// </summary>
private void UpdateTaxDeductibilityAmounts(object sender, EventArgs e)
{
if (!FSETUseTaxDeductiblePercentageFlag ||
(FPreviouslySelectedDetailRow == null) ||
FNewGiftInProcess ||
(txtDeductiblePercentage.NumberValueDecimal == null))
{
return;
}
if (FBatchRow.BatchStatus == MFinanceConstants.BATCH_UNPOSTED)
{
if (!chkDetailTaxDeductible.Checked)
{
FPreviouslySelectedDetailRow.TaxDeductible = false;
FPreviouslySelectedDetailRow.TaxDeductiblePct = 0.0m;
FPreviouslySelectedDetailRow.TaxDeductibleAmount = 0.0m;
FPreviouslySelectedDetailRow.NonDeductibleAmount = FPreviouslySelectedDetailRow.GiftTransactionAmount;
}
else
{
FPreviouslySelectedDetailRow.TaxDeductible = true;
try
{
decimal percentageVal = txtDeductiblePercentage.NumberValueDecimal.Value;
if (percentageVal > 100)
{
//Avoid repeat event code running past initial check (see above)
FSETUseTaxDeductiblePercentageFlag = false;
//Reset the control
txtDeductiblePercentage.NumberValueDecimal = 100m;
percentageVal = 100m;
}
FPreviouslySelectedDetailRow.TaxDeductiblePct = percentageVal;
}
finally
{
FSETUseTaxDeductiblePercentageFlag = true;
}
AGiftDetailRow giftDetails = (AGiftDetailRow)FPreviouslySelectedDetailRow;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails);
}
}
txtTaxDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.TaxDeductibleAmount;
txtNonDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.NonDeductibleAmount;
}
private void ReconcileTaxDeductibleAmounts(GiftBatchTDSAGiftDetailRow ARow)
{
AGiftDetailRow GDR = (AGiftDetailRow)ARow;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref GDR);
if ((txtTaxDeductAmount.NumberValueDecimal != ARow.TaxDeductibleAmount) ||
(txtNonDeductAmount.NumberValueDecimal != ARow.NonDeductibleAmount))
{
txtTaxDeductAmount.NumberValueDecimal = ARow.TaxDeductibleAmount;
txtNonDeductAmount.NumberValueDecimal = ARow.NonDeductibleAmount;
}
}
public static void UpdateUnpostedGiftsTaxDeductiblePct(Int64 ARecipientKey, decimal ANewPct, DateTime ADateFrom)
{
TDBTransaction Transaction = null;
bool SubmissionOK = false;
DBAccess.GDBAccessObj.BeginAutoTransaction(IsolationLevel.ReadCommitted,
ref Transaction,
ref SubmissionOK,
delegate
{
string Query = "SELECT a_gift_detail.*" +
" FROM a_gift_detail, a_gift_batch, a_gift" +
" WHERE a_gift_detail.p_recipient_key_n = " + ARecipientKey +
" AND a_gift_detail.a_tax_deductible_pct_n <> " + ANewPct +
" AND a_gift_detail.a_modified_detail_l <> true" +
" AND a_gift_detail.a_tax_deductible_l = true" +
" AND a_gift_batch.a_ledger_number_i = a_gift_detail.a_ledger_number_i" +
" AND a_gift_batch.a_batch_number_i = a_gift_detail.a_batch_number_i" +
" AND a_gift_batch.a_batch_status_c = 'Unposted'" +
" AND a_gift.a_ledger_number_i = a_gift_detail.a_ledger_number_i" +
" AND a_gift.a_batch_number_i = a_gift_detail.a_batch_number_i" +
" AND a_gift.a_gift_transaction_number_i = a_gift_detail.a_gift_transaction_number_i" +
" AND a_gift.a_date_entered_d >= '" + ADateFrom.ToString("yyyy-MM-dd") + "'";
AGiftDetailTable Table = new AGiftDetailTable();
DBAccess.GDBAccessObj.SelectDT(Table, Query, Transaction);
// update fields for each row
for (int i = 0; i < Table.Rows.Count; i++)
{
AGiftDetailRow Row = Table[i];
Row.TaxDeductiblePct = ANewPct;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref Row);
}
AGiftDetailAccess.SubmitChanges(Table, Transaction);
SubmissionOK = true;
});
}
private void UpdateTransactionsCurrencyAmounts(AGiftBatchRow ABatchRow,
Decimal AIntlToBaseCurrencyExchRate,
Boolean ATransactionInIntlCurrency)
{
int LedgerNumber = ABatchRow.LedgerNumber;
int BatchNumber = ABatchRow.BatchNumber;
decimal BatchExchangeRateToBase = ABatchRow.ExchangeRateToBase;
if (!LoadGiftDataForBatch(LedgerNumber, BatchNumber))
{
return;
}
DataView transDV = new DataView(FMainDS.AGiftDetail);
transDV.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
BatchNumber);
foreach (DataRowView drvTrans in transDV)
{
AGiftDetailRow gdr = (AGiftDetailRow)drvTrans.Row;
gdr.GiftAmount = GLRoutines.Divide(gdr.GiftTransactionAmount, BatchExchangeRateToBase);
if (!ATransactionInIntlCurrency)
{
gdr.GiftAmountIntl = (AIntlToBaseCurrencyExchRate == 0) ? 0 : GLRoutines.Divide(gdr.GiftAmount, AIntlToBaseCurrencyExchRate);
}
else
{
gdr.GiftAmountIntl = gdr.GiftTransactionAmount;
}
if (FSETUseTaxDeductiblePercentageFlag)
{
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref gdr);
}
}
}
// update tax deductibility amounts when the gift amount or the tax deductible percentage has changed
private void UpdateTaxDeductibilityAmounts(object sender, EventArgs e)
{
if (FCreatingNewGift || (txtDeductiblePercentage.NumberValueDecimal == null) || (FPreviouslySelectedDetailRow == null))
{
return;
}
if (FPreviouslySelectedDetailRow.IsTaxDeductiblePctNull())
{
FPreviouslySelectedDetailRow.TaxDeductiblePct = 0;
}
if (sender == txtDeductiblePercentage)
{
FPreviouslySelectedDetailRow.TaxDeductiblePct = (decimal)txtDeductiblePercentage.NumberValueDecimal;
}
AGiftDetailRow giftDetails = (AGiftDetailRow)FPreviouslySelectedDetailRow;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails);
txtTaxDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.TaxDeductibleAmount;
txtNonDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.NonDeductibleAmount;
}
/// <summary>
/// Adds a duplicate Gift Detail (or reversed duplicate GiftDetail) to Gift.
/// </summary>
/// <param name="AMainDS"></param>
/// <param name="AGift"></param>
/// <param name="AOldGiftDetail"></param>
/// <param name="AReversal">True for reverse or false for straight duplicate</param>
/// <param name="ATransaction"></param>
/// <param name="AFunction"></param>
/// <param name="ANewPct"></param>
/// <param name="AAutoCompleteComments"></param>
/// <param name="AReversalCommentOne"></param>
/// <param name="AReversalCommentTwo"></param>
/// <param name="AReversalCommentThree"></param>
/// <param name="AReversalCommentOneType"></param>
/// <param name="AReversalCommentTwoType"></param>
/// <param name="AReversalCommentThreeType"></param>
/// <param name="AUpdateTaxDeductiblePctRecipients"></param>
/// <param name="AGeneralFixedGiftDestination"></param>
/// <param name="AFixedGiftDestination"></param>
private static void AddDuplicateGiftDetailToGift(ref GiftBatchTDS AMainDS,
ref AGiftRow AGift,
AGiftDetailRow AOldGiftDetail,
bool AReversal,
TDBTransaction ATransaction,
GiftAdjustmentFunctionEnum AFunction,
Decimal ANewPct,
bool AAutoCompleteComments = false,
string AReversalCommentOne = "",
string AReversalCommentTwo = "",
string AReversalCommentThree = "",
string AReversalCommentOneType = "",
string AReversalCommentTwoType = "",
string AReversalCommentThreeType = "",
List <string[]> AUpdateTaxDeductiblePctRecipients = null,
bool AGeneralFixedGiftDestination = false,
List <string> AFixedGiftDestination = null
)
{
bool TaxDeductiblePercentageEnabled =
new TSystemDefaults(ATransaction.DataBaseObj).GetBooleanDefault(SharedConstants.SYSDEFAULT_TAXDEDUCTIBLEPERCENTAGE, false);
AGiftDetailRow giftDetail = AMainDS.AGiftDetail.NewRowTyped(true);
DataUtilities.CopyAllColumnValuesWithoutPK(AOldGiftDetail, giftDetail);
giftDetail.DetailNumber = AGift.LastDetailNumber + 1;
AGift.LastDetailNumber++;
giftDetail.LedgerNumber = AGift.LedgerNumber;
giftDetail.BatchNumber = AGift.BatchNumber;
giftDetail.GiftTransactionNumber = AGift.GiftTransactionNumber;
giftDetail.IchNumber = 0;
decimal signum = (AReversal) ? -1 : 1;
giftDetail.GiftTransactionAmount = signum * AOldGiftDetail.GiftTransactionAmount;
giftDetail.GiftAmount = signum * AOldGiftDetail.GiftAmount;
giftDetail.GiftAmountIntl = signum * AOldGiftDetail.GiftAmountIntl;
if (TaxDeductiblePercentageEnabled)
{
if (!AReversal && AFunction.Equals(GiftAdjustmentFunctionEnum.TaxDeductiblePctAdjust))
{
giftDetail.TaxDeductiblePct = ANewPct;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetail);
}
else if (!AReversal)
{
if (AUpdateTaxDeductiblePctRecipients != null)
{
string[] Result = AUpdateTaxDeductiblePctRecipients.Find(x => x[0] == giftDetail.RecipientKey.ToString());
// true if a new percentage is available and the user wants to use it
if (Result != null)
{
giftDetail.TaxDeductiblePct = Convert.ToDecimal(Result[1]);
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetail);
}
}
}
else
{
giftDetail.TaxDeductibleAmount = signum * AOldGiftDetail.TaxDeductibleAmount;
giftDetail.TaxDeductibleAmountBase = signum * AOldGiftDetail.TaxDeductibleAmountBase;
giftDetail.TaxDeductibleAmountIntl = signum * AOldGiftDetail.TaxDeductibleAmountIntl;
giftDetail.NonDeductibleAmount = signum * AOldGiftDetail.NonDeductibleAmount;
giftDetail.NonDeductibleAmountBase = signum * AOldGiftDetail.NonDeductibleAmountBase;
giftDetail.NonDeductibleAmountIntl = signum * AOldGiftDetail.NonDeductibleAmountIntl;
}
}
if (AAutoCompleteComments) // only used for tax deductible pct gift adjustments
{
AGiftRow OldGiftRow = (AGiftRow)AMainDS.AGift.Rows.Find(
new object[] { AOldGiftDetail.LedgerNumber, AOldGiftDetail.BatchNumber, AOldGiftDetail.GiftTransactionNumber });
giftDetail.GiftCommentThree = Catalog.GetString("Original gift date: " + OldGiftRow.DateEntered.ToString("dd-MMM-yyyy"));
giftDetail.CommentThreeType = "Both";
}
else // user defined
{
giftDetail.GiftCommentOne = AReversalCommentOne;
giftDetail.GiftCommentTwo = AReversalCommentTwo;
giftDetail.GiftCommentThree = AReversalCommentThree;
giftDetail.CommentOneType = AReversalCommentOneType;
giftDetail.CommentTwoType = AReversalCommentTwoType;
giftDetail.CommentThreeType = AReversalCommentThreeType;
}
// If reversal: mark the new gift as a reversal
if (AReversal)
{
giftDetail.ModifiedDetail = true;
//Identify the reversal source
giftDetail.ModifiedDetailKey = "|" + AOldGiftDetail.BatchNumber.ToString() + "|" +
AOldGiftDetail.GiftTransactionNumber.ToString() + "|" +
AOldGiftDetail.DetailNumber.ToString();
}
else
{
giftDetail.ModifiedDetail = false;
// Make sure the motivation detail is still active. If not then we need a new one.
AMotivationDetailTable MotivationDetailTable = AMotivationDetailAccess.LoadViaAMotivationGroup(
giftDetail.LedgerNumber, giftDetail.MotivationGroupCode, ATransaction);
DataRow CurrentMotivationDetail = MotivationDetailTable.Rows.Find(
new object[] { giftDetail.LedgerNumber, giftDetail.MotivationGroupCode, giftDetail.MotivationDetailCode });
// Motivation detail has been made inactive (or doesn't exist) then use default
if (!((MotivationDetailTable != null) && (MotivationDetailTable.Rows.Count > 0) && (CurrentMotivationDetail != null)) ||
!Convert.ToBoolean(CurrentMotivationDetail[AMotivationDetailTable.GetMotivationStatusDBName()]))
{
bool ActiveRowFound = false;
// search for first alternative active detail that is part of the same group
foreach (AMotivationDetailRow Row in MotivationDetailTable.Rows)
{
if ((Row.MotivationDetailCode != giftDetail.MotivationDetailCode) && Row.MotivationStatus)
{
ActiveRowFound = true;
giftDetail.MotivationGroupCode = Row.MotivationGroupCode;
giftDetail.MotivationDetailCode = Row.MotivationDetailCode;
break;
}
}
// if none found then use default group and detail
if (!ActiveRowFound)
{
giftDetail.MotivationGroupCode = MFinanceConstants.MOTIVATION_GROUP_GIFT;
giftDetail.MotivationDetailCode = MFinanceConstants.GROUP_DETAIL_SUPPORT;
}
}
// if the gift destination should be fixed
if ((AFunction.Equals(GiftAdjustmentFunctionEnum.TaxDeductiblePctAdjust) && AGeneralFixedGiftDestination) ||
((AFixedGiftDestination != null) && (AFixedGiftDestination.Exists(x => x == giftDetail.RecipientKey.ToString()))))
{
giftDetail.FixedGiftDestination = true;
}
else
{
giftDetail.FixedGiftDestination = false;
}
}
AMainDS.AGiftDetail.Rows.Add(giftDetail);
}
/// <summary>
/// auto populate new gift recipient info using the donor's last gift
/// </summary>
/// <param name="ADonorKey"></param>
/// <param name="APartnerShortName"></param>
/// <param name="AGiftTransactionNumber"></param>
private void AutoPopulateGiftDetail(Int64 ADonorKey, String APartnerShortName, Int32 AGiftTransactionNumber)
{
FAutoPopulatingGiftInProcess = true;
bool IsSplitGift = false;
DateTime LatestUnpostedGiftDateEntered = new DateTime(1900, 1, 1);
try
{
//Check for Donor in loaded gift batches
// and record most recent date entered
AGiftTable DonorRecentGiftsTable = new AGiftTable();
GiftBatchTDSAGiftDetailTable GiftDetailTable = new GiftBatchTDSAGiftDetailTable();
AGiftRow MostRecentLoadedGiftForDonorRow = null;
DataView giftDV = new DataView(FMainDS.AGift);
giftDV.RowStateFilter = DataViewRowState.CurrentRows;
giftDV.RowFilter = string.Format("{0}={1} And Not ({2}={3} And {4}={5})",
AGiftTable.GetDonorKeyDBName(),
ADonorKey,
AGiftTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftTable.GetGiftTransactionNumberDBName(),
AGiftTransactionNumber);
giftDV.Sort = String.Format("{0} DESC, {1} DESC",
AGiftTable.GetDateEnteredDBName(),
AGiftTable.GetGiftTransactionNumberDBName());
if (giftDV.Count > 0)
{
//Take first row = most recent date entered value
MostRecentLoadedGiftForDonorRow = (AGiftRow)giftDV[0].Row;
LatestUnpostedGiftDateEntered = MostRecentLoadedGiftForDonorRow.DateEntered;
DonorRecentGiftsTable.Rows.Add((object[])MostRecentLoadedGiftForDonorRow.ItemArray.Clone());
}
//Check for even more recent saved gifts on server (i.e. not necessarily loaded)
GiftDetailTable = TRemote.MFinance.Gift.WebConnectors.LoadDonorLastPostedGift(ADonorKey, FLedgerNumber, LatestUnpostedGiftDateEntered);
if (((GiftDetailTable != null) && (GiftDetailTable.Count > 0)))
{
//UnLoaded/Saved gift from donor is more recent
IsSplitGift = (GiftDetailTable.Count > 1);
}
else if (MostRecentLoadedGiftForDonorRow != null)
{
//Loaded/unsaved gift from donor is more recent
DataView giftDetailDV = new DataView(FMainDS.AGiftDetail);
giftDetailDV.RowStateFilter = DataViewRowState.CurrentRows;
giftDetailDV.RowFilter = string.Format("{0}={1} And {2}={3}",
AGiftDetailTable.GetBatchNumberDBName(),
MostRecentLoadedGiftForDonorRow.BatchNumber,
AGiftDetailTable.GetGiftTransactionNumberDBName(),
MostRecentLoadedGiftForDonorRow.GiftTransactionNumber);
foreach (DataRowView drv in giftDetailDV)
{
GiftBatchTDSAGiftDetailRow gDR = (GiftBatchTDSAGiftDetailRow)drv.Row;
GiftDetailTable.Rows.Add((object[])gDR.ItemArray.Clone());
}
IsSplitGift = (GiftDetailTable.Count > 1);
}
else
{
//nothing to autocopy
return;
}
// if the last gift was a split gift (multiple details) then ask the user if they would like this new gift to also be split
if (IsSplitGift)
{
GiftDetailTable.DefaultView.Sort = GiftBatchTDSAGiftDetailTable.GetDetailNumberDBName() + " ASC";
string Message = string.Format(Catalog.GetString(
"The last gift from this donor was a split gift.{0}{0}Here are the details:{0}"), "\n");
int DetailNumber = 1;
foreach (DataRowView dvr in GiftDetailTable.DefaultView)
{
GiftBatchTDSAGiftDetailRow Row = (GiftBatchTDSAGiftDetailRow)dvr.Row;
Message += DetailNumber + ") ";
if (Row.RecipientKey > 0)
{
Message +=
string.Format(Catalog.GetString("Recipient: {0} ({1}); Motivation Group: {2}; Motivation Detail: {3}; Amount: {4}"),
Row.RecipientDescription, Row.RecipientKey, Row.MotivationGroupCode, Row.MotivationDetailCode,
StringHelper.FormatUsingCurrencyCode(Row.GiftTransactionAmount, GetBatchRow().CurrencyCode) +
" " + FBatchRow.CurrencyCode) +
"\n";
}
DetailNumber++;
}
Message += "\n" + Catalog.GetString("Do you want to create the same split gift again?");
if (!(MessageBox.Show(Message, Catalog.GetString(
"Create Split Gift"), MessageBoxButtons.YesNo, MessageBoxIcon.Question)
== DialogResult.Yes))
{
if (cmbDetailMethodOfGivingCode.CanFocus)
{
cmbDetailMethodOfGivingCode.Focus();
}
else if (txtDetailReference.CanFocus)
{
txtDetailReference.Focus();
}
return;
}
}
this.Cursor = Cursors.WaitCursor;
GiftBatchTDSAGiftDetailRow giftDetailRow = (GiftBatchTDSAGiftDetailRow)GiftDetailTable.DefaultView[0].Row;
// Handle first row, which is FPreviouslySelectedDetailRow
txtDetailDonorKey.Text = String.Format("{0:0000000000}", ADonorKey);
txtDetailRecipientKey.Text = String.Format("{0:0000000000}", giftDetailRow.RecipientKey);
cmbDetailMotivationGroupCode.SetSelectedString(giftDetailRow.MotivationGroupCode);
txtDetailMotivationDetailCode.Text = giftDetailRow.MotivationDetailCode;
cmbMotivationDetailCode.SetSelectedString(giftDetailRow.MotivationDetailCode);
chkDetailConfidentialGiftFlag.Checked = giftDetailRow.ConfidentialGiftFlag;
// Change #5481
chkDetailChargeFlag.Checked = true;
cmbDetailMethodOfPaymentCode.SetSelectedString(FBatchMethodOfPayment, -1);
cmbDetailMethodOfGivingCode.SetSelectedString(giftDetailRow.MethodOfGivingCode, -1);
//Handle mailing code
if (FSETAutoCopyIncludeMailingCodeFlag)
{
cmbDetailMailingCode.SetSelectedString(giftDetailRow.MailingCode, -1);
}
else
{
cmbDetailMailingCode.SelectedIndex = -1;
}
//Copy the comments and comment types if required
if (FSETAutoCopyIncludeCommentsFlag)
{
txtDetailGiftCommentOne.Text = giftDetailRow.GiftCommentOne;
cmbDetailCommentOneType.SetSelectedString(giftDetailRow.CommentOneType);
txtDetailGiftCommentTwo.Text = giftDetailRow.GiftCommentTwo;
cmbDetailCommentTwoType.SetSelectedString(giftDetailRow.CommentTwoType);
txtDetailGiftCommentThree.Text = giftDetailRow.GiftCommentThree;
cmbDetailCommentThreeType.SetSelectedString(giftDetailRow.CommentThreeType);
}
//Handle tax fields on current row
if (FSETUseTaxDeductiblePercentageFlag)
{
bool taxDeductible = (giftDetailRow.IsTaxDeductibleNull() ? true : giftDetailRow.TaxDeductible);
giftDetailRow.TaxDeductible = taxDeductible;
try
{
FPetraUtilsObject.SuppressChangeDetection = true;
chkDetailTaxDeductible.Checked = taxDeductible;
EnableTaxDeductibilityPct(taxDeductible);
}
finally
{
FPetraUtilsObject.SuppressChangeDetection = false;
}
if (!IsSplitGift)
{
//Most commonly not a split gift (?)
if (!taxDeductible)
{
txtDeductiblePercentage.NumberValueDecimal = 0.0m;
}
txtTaxDeductAmount.NumberValueDecimal = 0.0m;
txtNonDeductAmount.NumberValueDecimal = 0.0m;
}
else
{
if (taxDeductible)
{
//In case the tax percentage has changed or null values in amount fields
ReconcileTaxDeductibleAmounts(giftDetailRow);
}
else
{
//Changing this will update the unbound amount textboxes
txtDeductiblePercentage.NumberValueDecimal = 0.0m;
}
}
}
//Process values that are not bound to a control
giftDetailRow.ReceiptPrinted = false;
giftDetailRow.ReceiptNumber = 0;
//Now process other gift details if they exist
if (IsSplitGift)
{
//Only copy amount to first row if copying split gifts
txtDetailGiftTransactionAmount.NumberValueDecimal = giftDetailRow.GiftTransactionAmount;
// clear previous validation errors.
// otherwise we get an error if the user has changed the control immediately after changing the donor key.
FPetraUtilsObject.VerificationResultCollection.Clear();
bool SelectEndRow = (FBatchRow.LastGiftNumber == FPreviouslySelectedDetailRow.GiftTransactionNumber);
//Just retain other details to add
giftDetailRow.Delete();
GiftDetailTable.AcceptChanges();
foreach (DataRowView drv in GiftDetailTable.DefaultView)
{
GiftBatchTDSAGiftDetailRow detailRow = (GiftBatchTDSAGiftDetailRow)drv.Row;
//______________________
//Update basic field values
detailRow.LedgerNumber = FLedgerNumber;
detailRow.BatchNumber = FBatchNumber;
detailRow.GiftTransactionNumber = AGiftTransactionNumber;
detailRow.DetailNumber = ++FGift.LastDetailNumber;
detailRow.DonorName = APartnerShortName;
detailRow.DonorClass = FPreviouslySelectedDetailRow.DonorClass;
detailRow.DateEntered = FGift.DateEntered;
detailRow.MethodOfPaymentCode = FPreviouslySelectedDetailRow.MethodOfPaymentCode;
detailRow.ReceiptPrinted = false;
detailRow.ReceiptNumber = 0;
// Change #5481
detailRow.ChargeFlag = true;
if (!FSETAutoCopyIncludeMailingCodeFlag)
{
detailRow.MailingCode = string.Empty;
}
//______________________
//process recipient details to get most recent data
Int64 partnerKey = detailRow.RecipientKey;
string partnerShortName = string.Empty;
TPartnerClass partnerClass;
bool recipientIsValid = true;
if (TServerLookup.TMPartner.GetPartnerShortName(partnerKey, out partnerShortName, out partnerClass))
{
detailRow.RecipientDescription = partnerShortName;
detailRow.RecipientClass = partnerClass.ToString();
if (partnerClass == TPartnerClass.FAMILY)
{
detailRow.RecipientLedgerNumber = TRemote.MFinance.Gift.WebConnectors.GetRecipientFundNumber(partnerKey,
FGift.DateEntered);
detailRow.RecipientField = detailRow.RecipientLedgerNumber;
detailRow.RecipientKeyMinistry = string.Empty;
}
else
{
//Class - UNIT
Int64 field;
string keyMinName;
recipientIsValid = TFinanceControls.GetRecipientKeyMinData(partnerKey, out field, out keyMinName);
detailRow.RecipientLedgerNumber = field;
detailRow.RecipientField = field;
detailRow.RecipientKeyMinistry = keyMinName;
if (!recipientIsValid)
{
string msg =
String.Format(Catalog.GetString(
"Gift: {0}, Detail: {1} has a recipient: '{2}-{3}' that is an inactive Key Ministry!"),
AGiftTransactionNumber,
detailRow.DetailNumber,
partnerKey,
keyMinName);
MessageBox.Show(msg, Catalog.GetString(
"Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
}
}
else
{
recipientIsValid = false;
string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has an invalid Recipient key: '{2}'!"),
AGiftTransactionNumber,
detailRow.DetailNumber,
partnerKey);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
//______________________
//Process motivation
if (string.IsNullOrEmpty(detailRow.MotivationGroupCode))
{
detailRow.MotivationGroupCode = string.Empty;
string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has no Motivation Group!"),
AGiftTransactionNumber,
detailRow.DetailNumber);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
else if (string.IsNullOrEmpty(detailRow.MotivationDetailCode))
{
detailRow.MotivationDetailCode = string.Empty;
string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has no Motivation Detail!"),
AGiftTransactionNumber,
detailRow.DetailNumber);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
else
{
AMotivationDetailRow motivationDetailRow = null;
string motivationGroup = detailRow.MotivationGroupCode;
string motivationDetail = detailRow.MotivationDetailCode;
motivationDetailRow = (AMotivationDetailRow)FMainDS.AMotivationDetail.Rows.Find(
new object[] { FLedgerNumber, motivationGroup, motivationDetail });
if (motivationDetailRow != null)
{
if (partnerKey > 0)
{
bool partnerIsMissingLink = false;
detailRow.CostCentreCode = TRemote.MFinance.Gift.WebConnectors.RetrieveCostCentreCodeForRecipient(FLedgerNumber,
partnerKey,
detailRow.RecipientLedgerNumber,
detailRow.DateEntered,
motivationGroup,
motivationDetail,
out partnerIsMissingLink);
}
else
{
if (motivationGroup != MFinanceConstants.MOTIVATION_GROUP_GIFT)
{
detailRow.RecipientDescription = motivationGroup;
}
else
{
detailRow.RecipientDescription = string.Empty;
}
detailRow.CostCentreCode = motivationDetailRow.CostCentreCode;
}
detailRow.AccountCode = motivationDetailRow.AccountCode;
if (FSETUseTaxDeductiblePercentageFlag && string.IsNullOrEmpty(motivationDetailRow.TaxDeductibleAccountCode))
{
detailRow.TaxDeductibleAccountCode = string.Empty;
string msg = String.Format(Catalog.GetString(
"Gift: {0}, Detail: {1} has Motivation Detail: {2} which has no Tax Deductible Account!" +
"This can be added in Finance / Setup / Motivation Details.{3}{3}" +
"Unless this is changed it will be impossible to assign a Tax Deductible Percentage to this gift."),
AGiftTransactionNumber,
detailRow.DetailNumber,
motivationDetail,
Environment.NewLine);
MessageBox.Show(msg, Catalog.GetString(
"Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
else
{
detailRow.TaxDeductibleAccountCode = motivationDetailRow.TaxDeductibleAccountCode;
}
}
else
{
string msg =
String.Format(Catalog.GetString(
"Gift: {0}, Detail: {1} has Motivation Group and Detail codes ('{2} : {3}') not found in the database!"),
AGiftTransactionNumber,
detailRow.DetailNumber,
motivationGroup,
motivationDetail);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
detailRow.TaxDeductible = false;
}
}
//______________________
//Handle tax fields
detailRow.TaxDeductiblePct = RetrieveTaxDeductiblePct((recipientIsValid ? detailRow.RecipientKey : 0),
detailRow.TaxDeductible);
AGiftDetailRow giftDetails = (AGiftDetailRow)detailRow;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails);
//______________________
//Process comments
if (!FSETAutoCopyIncludeCommentsFlag)
{
detailRow.SetCommentOneTypeNull();
detailRow.SetCommentTwoTypeNull();
detailRow.SetCommentThreeTypeNull();
detailRow.SetGiftCommentOneNull();
detailRow.SetGiftCommentTwoNull();
detailRow.SetGiftCommentThreeNull();
}
detailRow.AcceptChanges();
detailRow.SetAdded();
}
//Add in the new records (latter two arguments put in to parallel recurring form)
FMainDS.AGiftDetail.Merge(GiftDetailTable, false, MissingSchemaAction.Ignore);
int indexOfLatestRow = FMainDS.AGiftDetail.Rows.Count - 1;
//Select last row added
if (SelectEndRow)
{
grdDetails.SelectRowInGrid(grdDetails.Rows.Count - 1);
}
else if (!SelectDetailRowByDataTableIndex(indexOfLatestRow))
{
if (!FFilterAndFindObject.IsActiveFilterEqualToBase)
{
MessageBox.Show(
MCommonResourcestrings.StrNewRecordIsFiltered,
MCommonResourcestrings.StrAddNewRecordTitle,
MessageBoxButtons.OK, MessageBoxIcon.Information);
FFilterAndFindObject.FilterPanelControls.ClearAllDiscretionaryFilters();
if (FFilterAndFindObject.FilterFindPanel.ShowApplyFilterButton != TUcoFilterAndFind.FilterContext.None)
{
FFilterAndFindObject.ApplyFilter();
}
SelectDetailRowByDataTableIndex(indexOfLatestRow);
}
}
ClearKeyMinistries();
cmbMotivationDetailCode.Clear();
mniRecipientHistory.Enabled = false;
btnDeleteAll.Enabled = btnDelete.Enabled;
UpdateRecordNumberDisplay();
FLastDonor = -1;
}
else
{
txtDetailDonorKey.FocusTextBoxPartAfterFindScreenCloses = false;
txtDetailGiftTransactionAmount.Focus();
}
FPetraUtilsObject.SetChangedFlag();
}
finally
{
this.Cursor = Cursors.Default;
FAutoPopulatingGiftInProcess = false;
}
}
