/// <summary>
/// this supports the batch export files from Petra 2.x.
/// Each line starts with a type specifier, B for batch, J for journal, T for transaction
/// </summary>
public void ImportBatches(TGiftImportDataSourceEnum AImportSource)
{
bool ok = false;
String importString;
String impOptions;
OpenFileDialog dialog = null;
if (FPetraUtilsObject.HasChanges)
{
// saving failed, therefore do not try to post
MessageBox.Show(Catalog.GetString("Please save before calling this function!"), Catalog.GetString(
"Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
FdlgSeparator = new TDlgSelectCSVSeparator(false);
if (AImportSource == TGiftImportDataSourceEnum.FromClipboard)
{
importString = Clipboard.GetText(TextDataFormat.UnicodeText);
if ((importString == null) || (importString.Length == 0))
{
MessageBox.Show(Catalog.GetString("Please first copy data from your spreadsheet application!"),
Catalog.GetString("Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
impOptions = TUserDefaults.GetStringDefault("Imp Options", ";American");
String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY");
FdlgSeparator = new TDlgSelectCSVSeparator(false);
FdlgSeparator.SelectedSeparator = "\t";
FdlgSeparator.CSVData = importString;
FdlgSeparator.DateFormat = dateFormatString;
if (impOptions.Length > 1)
{
FdlgSeparator.NumberFormat = impOptions.Substring(1);
}
}
else if (AImportSource == TGiftImportDataSourceEnum.FromFile)
{
dialog = new OpenFileDialog();
dialog.FileName = TUserDefaults.GetStringDefault("Imp Filename",
TClientSettings.GetExportPath() + Path.DirectorySeparatorChar + "import.csv");
dialog.Title = Catalog.GetString("Import Batches from CSV File");
dialog.Filter = Catalog.GetString("Gift Batches files (*.csv)|*.csv");
impOptions = TUserDefaults.GetStringDefault("Imp Options", ";" + TDlgSelectCSVSeparator.NUMBERFORMAT_AMERICAN);
if (dialog.ShowDialog() == DialogResult.OK)
{
Boolean fileCanOpen = FdlgSeparator.OpenCsvFile(dialog.FileName);
if (!fileCanOpen)
{
MessageBox.Show(Catalog.GetString("Unable to open file."),
Catalog.GetString("Gift Import"),
MessageBoxButtons.OK,
MessageBoxIcon.Stop);
return;
}
importString = File.ReadAllText(dialog.FileName);
String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY");
FdlgSeparator.DateFormat = dateFormatString;
if (impOptions.Length > 1)
{
FdlgSeparator.NumberFormat = impOptions.Substring(1);
}
FdlgSeparator.SelectedSeparator = impOptions.Substring(0, 1);
}
else
{
return;
}
}
else
{
// unknown source!! The following need a value...
impOptions = String.Empty;
importString = String.Empty;
}
if (FdlgSeparator.ShowDialog() == DialogResult.OK)
{
Hashtable requestParams = new Hashtable();
requestParams.Add("ALedgerNumber", FLedgerNumber);
requestParams.Add("Delimiter", FdlgSeparator.SelectedSeparator);
requestParams.Add("DateFormatString", FdlgSeparator.DateFormat);
requestParams.Add("NumberFormat", FdlgSeparator.NumberFormat);
requestParams.Add("NewLine", Environment.NewLine);
bool Repeat = true;
while (Repeat)
{
Repeat = false;
TVerificationResultCollection AMessages = new TVerificationResultCollection();
GiftBatchTDSAGiftDetailTable NeedRecipientLedgerNumber = new GiftBatchTDSAGiftDetailTable();
Thread ImportThread = new Thread(() => ImportGiftBatches(
requestParams,
importString,
out AMessages,
out ok,
out NeedRecipientLedgerNumber));
using (TProgressDialog ImportDialog = new TProgressDialog(ImportThread))
{
ImportDialog.ShowDialog();
}
// If NeedRecipientLedgerNumber contains data then AMessages will only ever contain
// one message alerting the user that no data has been imported.
// We do not want to show this as we will be displaying another more detailed message.
if (NeedRecipientLedgerNumber.Rows.Count == 0)
{
ShowMessages(AMessages);
}
// if the import contains gifts with Motivation Group 'GIFT' and that have a Family recipient with no Gift Destination
// then the import will have failed and we need to alert the user
if (NeedRecipientLedgerNumber.Rows.Count > 0)
{
bool OfferToRunImportAgain = true;
bool DoNotShowMessageBoxEverytime = false;
TFrmExtendedMessageBox.TResult Result = TFrmExtendedMessageBox.TResult.embrUndefined;
int count = 1;
// for each gift in which the recipient needs a Git Destination
foreach (GiftBatchTDSAGiftDetailRow Row in NeedRecipientLedgerNumber.Rows)
{
if (!DoNotShowMessageBoxEverytime)
{
string CheckboxText = string.Empty;
// only show checkbox if there is at least one more occurance of this error
if (NeedRecipientLedgerNumber.Rows.Count - count > 0)
{
CheckboxText = string.Format(
Catalog.GetString("Do this for all further occurances ({0})?"), NeedRecipientLedgerNumber.Rows.Count - count);
}
TFrmExtendedMessageBox extendedMessageBox = new TFrmExtendedMessageBox(FPetraUtilsObject.GetForm());
extendedMessageBox.ShowDialog(string.Format(
Catalog.GetString(
"Gift Import has been cancelled as the recipient '{0}' ({1}) has no Gift Destination assigned."),
Row.RecipientDescription, Row.RecipientKey) +
"\n\r\n\r\n\r" +
Catalog.GetString("Do you want to assign a Gift Destination to this partner now?"),
Catalog.GetString("Import Errors"),
CheckboxText,
TFrmExtendedMessageBox.TButtons.embbYesNo, TFrmExtendedMessageBox.TIcon.embiWarning);
Result = extendedMessageBox.GetResult(out DoNotShowMessageBoxEverytime);
}
if (Result == TFrmExtendedMessageBox.TResult.embrYes)
{
// allow the user to assign a Gift Destingation
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(FPetraUtilsObject.GetForm(), Row.RecipientKey);
GiftDestinationForm.ShowDialog();
}
else
{
OfferToRunImportAgain = false;
if (DoNotShowMessageBoxEverytime)
{
break;
}
}
count++;
}
// if the user has clicked yes to assigning Gift Destinations then offer to restart the import
if (OfferToRunImportAgain
&& (MessageBox.Show(Catalog.GetString("Would you like to import this Gift Batch again?"),
Catalog.GetString("Gift Import"), MessageBoxButtons.YesNo, MessageBoxIcon.Question,
MessageBoxDefaultButton.Button2)
== DialogResult.Yes))
{
Repeat = true;
}
}
}
}
if (ok)
{
MessageBox.Show(Catalog.GetString("Your data was imported successfully!"),
Catalog.GetString("Gift Import"),
MessageBoxButtons.OK,
MessageBoxIcon.Information);
SaveUserDefaults(dialog, impOptions);
FMyUserControl.LoadBatchesForCurrentYear();
FPetraUtilsObject.DisableSaveButton();
}
}
/// <summary>
/// Import a transactions file or a clipboard equivalent
/// </summary>
/// <param name="ACurrentBatchRow">The batch to import to</param>
/// <param name="AImportSource">The import source - eg File or Clipboard</param>
/// <returns>True if the import was successful</returns>
public bool ImportTransactions(AGiftBatchRow ACurrentBatchRow, TGiftImportDataSourceEnum AImportSource)
{
bool ok = false;
String importString;
String impOptions;
OpenFileDialog dialog = null;
if (FPetraUtilsObject.HasChanges)
{
// saving failed, therefore do not try to import
MessageBox.Show(Catalog.GetString("Please save before calling this function!"), Catalog.GetString(
"Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Error);
return false;
}
if ((ACurrentBatchRow == null) || (ACurrentBatchRow.BatchStatus != MFinanceConstants.BATCH_UNPOSTED))
{
MessageBox.Show(Catalog.GetString("Please select an unposted batch to import transactions."), Catalog.GetString(
"Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Error);
return false;
}
if (ACurrentBatchRow.LastGiftNumber > 0)
{
if (MessageBox.Show(Catalog.GetString(
"The current batch already contains some gift transactions. Do you really want to add more transactions to this batch?"),
Catalog.GetString("Gift Transaction Import"),
MessageBoxButtons.YesNo,
MessageBoxIcon.Question,
MessageBoxDefaultButton.Button2) == DialogResult.No)
{
return false;
}
}
FdlgSeparator = new TDlgSelectCSVSeparator(false);
if (AImportSource == TGiftImportDataSourceEnum.FromClipboard)
{
importString = Clipboard.GetText(TextDataFormat.UnicodeText);
if ((importString == null) || (importString.Length == 0))
{
MessageBox.Show(Catalog.GetString("Please first copy data from your spreadsheet application!"),
Catalog.GetString("Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error);
return false;
}
impOptions = TUserDefaults.GetStringDefault("Imp Options", ";American");
String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY");
FdlgSeparator = new TDlgSelectCSVSeparator(false);
FdlgSeparator.SelectedSeparator = "\t";
FdlgSeparator.CSVData = importString;
FdlgSeparator.DateFormat = dateFormatString;
if (impOptions.Length > 1)
{
FdlgSeparator.NumberFormat = impOptions.Substring(1);
}
}
else if (AImportSource == TGiftImportDataSourceEnum.FromFile)
{
dialog = new OpenFileDialog();
dialog.FileName = TUserDefaults.GetStringDefault("Imp Filename",
TClientSettings.GetExportPath() + Path.DirectorySeparatorChar + "import.csv");
dialog.Title = Catalog.GetString("Import Transactions from CSV File");
dialog.Filter = Catalog.GetString("Gift Transactions files (*.csv)|*.csv");
impOptions = TUserDefaults.GetStringDefault("Imp Options", ";" + TDlgSelectCSVSeparator.NUMBERFORMAT_AMERICAN);
if (dialog.ShowDialog() == DialogResult.OK)
{
Boolean fileCanOpen = FdlgSeparator.OpenCsvFile(dialog.FileName);
if (!fileCanOpen)
{
MessageBox.Show(Catalog.GetString("Unable to open file."),
Catalog.GetString("Gift Import"),
MessageBoxButtons.OK,
MessageBoxIcon.Stop);
return false;
}
importString = File.ReadAllText(dialog.FileName);
String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY");
FdlgSeparator.DateFormat = dateFormatString;
if (impOptions.Length > 1)
{
FdlgSeparator.NumberFormat = impOptions.Substring(1);
}
FdlgSeparator.SelectedSeparator = impOptions.Substring(0, 1);
}
else
{
return false;
}
}
else
{
// unknown source!! The following need a value...
impOptions = String.Empty;
importString = String.Empty;
}
if (FdlgSeparator.ShowDialog() == DialogResult.OK)
{
Hashtable requestParams = new Hashtable();
requestParams.Add("ALedgerNumber", FLedgerNumber);
requestParams.Add("Delimiter", FdlgSeparator.SelectedSeparator);
requestParams.Add("DateFormatString", FdlgSeparator.DateFormat);
requestParams.Add("NumberFormat", FdlgSeparator.NumberFormat);
requestParams.Add("NewLine", Environment.NewLine);
bool Repeat = true;
while (Repeat)
{
Repeat = false;
TVerificationResultCollection AMessages = new TVerificationResultCollection();
GiftBatchTDSAGiftDetailTable NeedRecipientLedgerNumber = new GiftBatchTDSAGiftDetailTable();
Thread ImportThread = new Thread(() => ImportGiftTransactions(
requestParams,
importString,
ACurrentBatchRow.BatchNumber,
out AMessages,
out ok,
out NeedRecipientLedgerNumber));
using (TProgressDialog ImportDialog = new TProgressDialog(ImportThread))
{
ImportDialog.ShowDialog();
}
ShowMessages(AMessages);
// if the import contains gifts with Motivation Group 'GIFT' and that have a Family recipient with no Gift Destination
// then the import will have failed and we need to alert the user
if (NeedRecipientLedgerNumber.Rows.Count > 0)
{
bool OfferToRunImportAgain = true;
// for each gift in which the recipient needs a Git Destination
foreach (GiftBatchTDSAGiftDetailRow Row in NeedRecipientLedgerNumber.Rows)
{
if (MessageBox.Show(string.Format(
Catalog.GetString(
"Gift Import has been cancelled as the recipient '{0}' ({1}) has no Gift Destination assigned."),
Row.RecipientDescription, Row.RecipientKey) +
"\n\n" +
Catalog.GetString("Do you want to assign a Gift Destination to this partner now?"),
Catalog.GetString("Gift Import"), MessageBoxButtons.YesNo, MessageBoxIcon.Warning)
== DialogResult.Yes)
{
// allow the user to assign a Gift Destingation
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(FPetraUtilsObject.GetForm(), Row.RecipientKey);
GiftDestinationForm.ShowDialog();
}
else
{
OfferToRunImportAgain = false;
}
}
// if the user has clicked yes to assigning Gift Destinations then offer to restart the import
if (OfferToRunImportAgain
&& (MessageBox.Show(Catalog.GetString("Would you like to import these Gift Transactions again?"),
Catalog.GetString("Gift Import"), MessageBoxButtons.YesNo, MessageBoxIcon.Question,
MessageBoxDefaultButton.Button1)
== DialogResult.Yes))
{
Repeat = true;
}
}
}
}
if (ok)
{
MessageBox.Show(Catalog.GetString("Your data was imported successfully!"),
Catalog.GetString("Gift Import"),
MessageBoxButtons.OK,
MessageBoxIcon.Information);
SaveUserDefaults(dialog, impOptions);
//FMyUserControl.LoadBatchesForCurrentYear();
FPetraUtilsObject.DisableSaveButton();
}
return ok;
}
private void OpenGiftDestination(System.Object sender, EventArgs e)
{
if (txtDetailRecipientKey.CurrentPartnerClass == TPartnerClass.FAMILY)
{
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(
FPetraUtilsObject.GetForm(), FPreviouslySelectedDetailRow.RecipientKey);
GiftDestinationForm.Show();
}
}
void HandleMaintainMenuItemOrToolBarButton(ToolStripItem AToolStripItem)
{
string ClickedMenuItemName = AToolStripItem.Name;
if (ClickedMenuItemName == "mniMaintainAddresses")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpAddresses);
}
else if (ClickedMenuItemName == "mniMaintainContactDetails")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpContactDetails);
}
else if (ClickedMenuItemName == "mniMaintainPartnerDetails")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpDetails);
}
else if (ClickedMenuItemName == "mniMaintainFoundationDetails")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpFoundationDetails);
}
else if (ClickedMenuItemName == "mniMaintainSubscriptions")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpSubscriptions);
}
else if (ClickedMenuItemName == "mniMaintainSpecialTypes")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpPartnerTypes);
}
else if (ClickedMenuItemName == "mniMaintainContacts")
{
throw new NotImplementedException();
}
else if (ClickedMenuItemName == "mniMaintainFamilyMembers")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpFamilyMembers);
}
else if (ClickedMenuItemName == "mniMaintainRelationships")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpPartnerRelationships);
}
else if (ClickedMenuItemName == "mniMaintainInterests")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpInterests);
}
else if (ClickedMenuItemName == "mniMaintainReminders")
{
throw new NotImplementedException();
}
else if (ClickedMenuItemName == "mniMaintainNotes")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpNotes);
}
else if (ClickedMenuItemName == "mniMaintainLocalPartnerData")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpOfficeSpecific);
}
else if (ClickedMenuItemName == "mniMaintainGiftDestination")
{
if (FLogic.DetermineCurrentPartnerClass() == TPartnerClass.FAMILY.ToString())
{
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(FPetraUtilsObject.GetForm(), PartnerKey);
GiftDestinationForm.Show();
}
else if (FLogic.DetermineCurrentPartnerClass() == TPartnerClass.PERSON.ToString())
{
// open the Gift Destination screen for the person's family
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(
FPetraUtilsObject.GetForm(), Convert.ToInt64(FLogic.CurrentDataRow[PPersonTable.GetFamilyKeyDBName()]));
GiftDestinationForm.Show();
}
}
else if (ClickedMenuItemName == "mniMaintainPersonnelData")
{
if (FLogic.DetermineCurrentPartnerClass() == SharedTypes.PartnerClassEnumToString(TPartnerClass.PERSON))
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpPersonnelIndividualData);
}
else
{
throw new NotImplementedException();
}
}
else if (ClickedMenuItemName == "mniMaintainDonorHistory")
{
// TMenuFunctions.OpenDonorGiftHistory(this);
TCommonScreensForwarding.OpenDonorRecipientHistoryScreen(true,
PartnerKey,
FPetraUtilsObject.GetForm());
}
else if (ClickedMenuItemName == "mniMaintainRecipientHistory")
{
// TMenuFunctions.OpenRecipientGiftHistory(this);
TCommonScreensForwarding.OpenDonorRecipientHistoryScreen(false,
PartnerKey,
FPetraUtilsObject.GetForm());
}
else if (ClickedMenuItemName == "mniMaintainFinanceReports")
{
throw new NotImplementedException();
}
else if (ClickedMenuItemName == "mniMaintainGiftReceipting")
{
throw new NotImplementedException();
}
else if (ClickedMenuItemName == "mniMaintainFinanceDetails")
{
OpenPartnerEditScreen(TPartnerEditTabPageEnum.petpFinanceDetails);
}
}
private void MaintainGiftDestination(System.Object sender, System.EventArgs e)
{
if (FPartnerClass == TPartnerClass.FAMILY.ToString())
{
// this will be 0 for a new and unsaved family partner
// (new person partners can have gift destination added straight away as they are added to the person's family partner)
if (FPartnerKey == 0)
{
MessageBox.Show(Catalog.GetString("This new partner must be saved before a Gift Destination can be added."),
Catalog.GetString("Gift Destination"),
MessageBoxButtons.OK, MessageBoxIcon.Information);
return;
}
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(FPetraUtilsObject.GetForm(), FPartnerKey);
GiftDestinationForm.Show();
}
else if (FPartnerClass == TPartnerClass.PERSON.ToString())
{
// open the Gift Destination screen for the person's family
TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(
FPetraUtilsObject.GetForm(), ((PPersonRow)FMainDS.PPerson.Rows[0]).FamilyKey);
MessageBox.Show(string.Format(Catalog.GetString("Gift Destination records are held for Family partners only.{0}" +
"This screen will display all Gift Destination records for the Family of {1}."),
"\n\n", ((PPartnerRow)FMainDS.PPartner.Rows[0]).PartnerShortName),
Catalog.GetString("Gift Destination"),
MessageBoxButtons.OK, MessageBoxIcon.Information);
GiftDestinationForm.Show();
}
}
