/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialPledge pledge;
var pledgeService = new FinancialPledgeService();
var pledgeId = int.Parse( hfPledgeId.Value );
if ( pledgeId == 0 )
{
pledge = new FinancialPledge();
pledgeService.Add( pledge, CurrentPersonId );
}
else
{
pledge = pledgeService.Get( pledgeId );
}
pledge.PersonId = ppPerson.PersonId;
pledge.AccountId = int.Parse( fpFund.SelectedValue );
pledge.TotalAmount = decimal.Parse( tbAmount.Text );
pledge.StartDate = dpDateRange.LowerValue.Value;
pledge.EndDate = dpDateRange.UpperValue.Value;
pledge.PledgeFrequencyValueId = int.Parse( ddlFrequencyType.SelectedValue );
if ( !pledge.IsValid )
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction( () => pledgeService.Save( pledge, CurrentPersonId ) );
NavigateToParentPage();
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail( int pledgeId )
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY );
ddlFrequencyType.BindToDefinedType( DefinedTypeCache.Read( frequencyTypeGuid ), true );
FinancialPledge pledge = null;
if ( pledgeId > 0 )
{
pledge = new FinancialPledgeService( new RockContext() ).Get( pledgeId );
lActionTitle.Text = ActionTitle.Edit( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
}
if ( pledge == null )
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
}
var isReadOnly = !IsUserAuthorized( Authorization.EDIT );
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if ( pledge.PersonAlias != null )
{
ppPerson.SetValue( pledge.PersonAlias.Person );
}
else
{
ppPerson.SetValue( null );
}
ppPerson.Enabled = !isReadOnly;
apAccount.SetValue( pledge.Account );
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge ? pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge ? pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if ( isReadOnly )
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed( FinancialPledge.FriendlyTypeName );
lActionTitle.Text = ActionTitle.View( BlockType.FriendlyTypeName );
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
/// <summary>
/// Handles the Delete event of the gPledges control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gPledges_Delete( object sender, RowEventArgs e )
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
var pledge = pledgeService.Get( e.RowKeyId );
string errorMessage;
if ( pledge == null )
{
return;
}
if ( !pledgeService.CanDelete( pledge, out errorMessage ) )
{
mdGridWarning.Show( errorMessage, ModalAlertType.Information );
return;
}
pledgeService.Delete( pledge );
rockContext.SaveChanges();
BindGrid();
}
/// <summary>
/// Handles the Click event of the btnConfirmYes control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnConfirmYes_Click( object sender, EventArgs e )
{
var pledges = Session["CachedPledges"] as List<FinancialPledge>;
if ( pledges == null )
{
return;
}
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
foreach ( var pledge in pledges )
{
if ( pledge == null || !pledge.IsValid )
{
continue;
}
pledgeService.Add( pledge );
}
rockContext.SaveChanges();
Session.Remove( "CachedPledges" );
ShowReceipt( pledges.Select( p => p.Id ) );
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge( IQueryable<Row> tableData )
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService( lookupContext ).Queryable().AsNoTracking().ToList();
var pledgeFrequencies = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ), lookupContext ).DefinedValues;
int oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
var newPledges = new List<FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying pledge import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData.Where( r => r != null ) )
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime? startDate = row["Start_Date"] as DateTime?;
DateTime? endDate = row["End_Date"] as DateTime?;
if ( amount != null && startDate != null && endDate != null )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys( individualId, householdId, includeVisitors: false );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
var pledge = new FinancialPledge();
pledge.PersonAliasId = personKeys.PersonAliasId;
pledge.CreatedByPersonAliasId = ImportPersonAliasId;
pledge.ModifiedDateTime = ImportDateTime;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
pledge.CreatedDateTime = ImportDateTime;
pledge.ModifiedDateTime = ImportDateTime;
pledge.ModifiedByPersonAliasId = ImportPersonAliasId;
string frequency = row["Pledge_Frequency_Name"].ToString().ToLower();
if ( frequency != null )
{
frequency = frequency.ToLower();
if ( frequency.Equals( "one time" ) || frequency.Equals( "as can" ) )
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Value.ToLower().StartsWith( frequency ) || f.Description.ToLower().StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if ( fundName != null )
{
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, string.Empty, null, null, null );
accountList.Add( parentAccount );
}
if ( subFund != null )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, null );
accountList.Add( childAccount );
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add( pledge );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} pledges imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SavePledges( newPledges );
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if ( newPledges.Any() )
{
SavePledges( newPledges );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
}
private void DisplayResults()
{
RockContext rockContext = new RockContext();
var statementYear = RockDateTime.Now.Year;
if ( Request["StatementYear"] != null )
{
Int32.TryParse( Request["StatementYear"].ToString(), out statementYear );
}
FinancialTransactionDetailService financialTransactionDetailService = new FinancialTransactionDetailService( rockContext );
var qry = financialTransactionDetailService.Queryable().AsNoTracking()
.Where( t=> t.Transaction.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId);
qry = qry.Where( t => t.Transaction.TransactionDateTime.Value.Year == statementYear );
if ( string.IsNullOrWhiteSpace( GetAttributeValue( "Accounts" ) ) )
{
qry = qry.Where( t => t.Account.IsTaxDeductible );
} else
{
var accountGuids = GetAttributeValue( "Accounts" ).Split( ',' ).Select( Guid.Parse ).ToList();
qry = qry.Where( t => accountGuids.Contains( t.Account.Guid ) );
}
qry = qry.OrderByDescending( t => t.Transaction.TransactionDateTime );
var mergeFields = new Dictionary<string, object>();
mergeFields.Add( "StatementStartDate", "1/1/" + statementYear.ToString() );
if ( statementYear == RockDateTime.Now.Year )
{
mergeFields.Add( "StatementEndDate", RockDateTime.Now );
}
else
{
mergeFields.Add( "StatementEndDate", "12/31/" + statementYear.ToString() );
}
var familyGroupTypeId = GroupTypeCache.Read( Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY ).Id;
var groupMemberQry = new GroupMemberService( rockContext ).Queryable().Where( m => m.Group.GroupTypeId == familyGroupTypeId );
// get giving group members in order by family role (adult -> child) and then gender (male -> female)
var givingGroup = new PersonService( rockContext ).Queryable().AsNoTracking()
.Where( p => p.GivingId == CurrentPerson.GivingId )
.GroupJoin(
groupMemberQry,
p => p.Id,
m => m.PersonId,
(p, m) => new {p, m})
.SelectMany( x => x.m.DefaultIfEmpty(), (y,z) => new { Person = y.p, GroupMember = z} )
.Select( p => new { FirstName = p.Person.NickName, LastName = p.Person.LastName, FamilyRoleOrder = p.GroupMember.GroupRole.Order, Gender = p.Person.Gender, PersonId = p.Person.Id } )
.DistinctBy(p => p.PersonId)
.OrderBy(p => p.FamilyRoleOrder).ThenBy(p => p.Gender)
.ToList();
// make a list of person ids in the giving group
List<int> givingGroupIdsOnly = new List<int>();
foreach ( var x in givingGroup )
{
givingGroupIdsOnly.Add(x.PersonId);
}
string salutation = string.Empty;
if (givingGroup.GroupBy(g => g.LastName).Count() == 1 )
{
salutation = string.Join( ", ", givingGroup.Select( g => g.FirstName ) ) + " " + givingGroup.FirstOrDefault().LastName;
if ( salutation.Contains( "," ) )
{
salutation = salutation.ReplaceLastOccurrence( ",", " &" );
}
}
else
{
salutation = string.Join( ", ", givingGroup.Select( g => g.FirstName + " " + g.LastName ) );
if ( salutation.Contains( "," ) )
{
salutation = salutation.ReplaceLastOccurrence( ",", " &" );
}
}
mergeFields.Add( "Salutation", salutation );
var homeAddress = CurrentPerson.GetHomeLocation();
if ( homeAddress != null )
{
mergeFields.Add( "StreetAddress1", homeAddress.Street1 );
mergeFields.Add( "StreetAddress2", homeAddress.Street2 );
mergeFields.Add( "City", homeAddress.City );
mergeFields.Add( "State", homeAddress.State );
mergeFields.Add( "PostalCode", homeAddress.PostalCode );
mergeFields.Add( "Country", homeAddress.Country );
}
else
{
mergeFields.Add( "StreetAddress1", string.Empty );
mergeFields.Add( "StreetAddress2", string.Empty );
mergeFields.Add( "City", string.Empty );
mergeFields.Add( "State", string.Empty );
mergeFields.Add( "PostalCode", string.Empty );
mergeFields.Add( "Country", string.Empty );
}
mergeFields.Add( "TransactionDetails", qry.ToList() );
mergeFields.Add( "AccountSummary", qry.GroupBy( t => t.Account.Name ).Select( s => new AccountSummary { AccountName = s.Key, Total = s.Sum( a => a.Amount ), Order = s.Max(a => a.Account.Order) } ).OrderBy(s => s.Order ));
// pledge information
var pledges = new FinancialPledgeService( rockContext ).Queryable().AsNoTracking()
.Where(p =>
p.PersonAlias.Person.GivingId == CurrentPerson.GivingId
&& (p.StartDate.Year == statementYear || p.EndDate.Year == statementYear))
.GroupBy(p => p.Account)
.Select(g => new PledgeSummary {
AccountId = g.Key.Id,
AccountName = g.Key.Name,
AmountPledged = g.Sum( p => p.TotalAmount ),
PledgeStartDate = g.Min(p => p.StartDate),
PledgeEndDate = g.Max( p => p.EndDate)
} )
.ToList();
// add detailed pledge information
foreach(var pledge in pledges )
{
var adjustedPedgeEndDate = pledge.PledgeEndDate.Value.Date.AddHours( 23 ).AddMinutes( 59 ).AddSeconds( 59 );
pledge.AmountGiven = new FinancialTransactionDetailService( rockContext ).Queryable()
.Where( t =>
t.AccountId == pledge.AccountId
&& givingGroupIdsOnly.Contains(t.Transaction.AuthorizedPersonAlias.PersonId)
&& t.Transaction.TransactionDateTime >= pledge.PledgeStartDate
&& t.Transaction.TransactionDateTime <= adjustedPedgeEndDate )
.Sum( t => t.Amount );
pledge.AmountRemaining = (pledge.AmountGiven > pledge.AmountPledged) ? 0 : (pledge.AmountPledged - pledge.AmountGiven);
if ( pledge.AmountPledged > 0 )
{
var test = (double)pledge.AmountGiven / (double)pledge.AmountPledged;
pledge.PercentComplete = (int)((pledge.AmountGiven * 100) / pledge.AmountPledged);
}
}
mergeFields.Add( "Pledges", pledges );
var template = GetAttributeValue( "LavaTemplate" );
lResults.Text = template.ResolveMergeFields( mergeFields );
// show debug info
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
{
lDebug.Visible = true;
lDebug.Text = mergeFields.lavaDebugInfo();
}
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapContribution( IQueryable<Row> tableData, List<string> selectedColumns = null )
{
var lookupContext = new RockContext();
int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ), lookupContext ).Id;
var transactionTypeEventRegistrationId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION ), lookupContext ).Id;
int currencyTypeACH = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ), lookupContext ).Id;
int currencyTypeCash = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ), lookupContext ).Id;
int currencyTypeCheck = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ), lookupContext ).Id;
int currencyTypeCreditCard = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ), lookupContext ).Id;
var refundReasons = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ), lookupContext ).DefinedValues;
List<FinancialPledge> pledgeList = new FinancialPledgeService( lookupContext ).Queryable().ToList();
List<FinancialAccount> accountList = new FinancialAccountService( lookupContext ).Queryable().ToList();
// Get all imported contributions
var importedContributions = new FinancialTransactionService( lookupContext ).Queryable()
.Select( t => new { ContributionId = t.ForeignId, TransactionId = t.Id } )
.ToDictionary( t => t.ContributionId.AsType<int?>(), t => (int?)t.TransactionId );
var householdAVList = new AttributeValueService( lookupContext ).Queryable().Where( av => av.AttributeId == HouseholdAttributeId ).ToList();
// List for batching new contributions
var newTransactions = new List<FinancialTransaction>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying contribution import ({0:N0} found, {1:N0} already exist).", totalRows, importedContributions.Count() ) );
foreach ( var row in tableData )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? contributionId = row["ContributionID"] as int?;
if ( contributionId != null && !importedContributions.ContainsKey( contributionId ) )
{
var transaction = new FinancialTransaction();
string fundName = row["Fund_Name"] as string;
//Crossroads - Anything under a fund name that starts with Receipt - is an Event Registration.
if ( fundName.StartsWith( "Receipt -" ) ) { transaction.TransactionTypeValueId = transactionTypeEventRegistrationId; }
else { transaction.TransactionTypeValueId = transactionTypeContributionId; }
int? associatedPersonId;
if ( individualId != null ) { associatedPersonId = GetPersonAliasId( individualId, householdId ); } //will get the exact person if Individual Id is not null.
else { associatedPersonId = GetPersonId( householdAVList, householdId ); } //Will attempt to get the Head first, then Spouse, then Child. Will exclude Other and Visitor
if ( associatedPersonId != null )
{
transaction.AuthorizedPersonAliasId = associatedPersonId;
transaction.CreatedByPersonAliasId = ImportPersonAlias.Id;
transaction.ProcessedByPersonAliasId = associatedPersonId;
transaction.ForeignId = contributionId.ToString();
string summary = row["Memo"] as string;
if ( summary != null )
{
transaction.Summary = summary;
}
int? batchId = row["BatchID"] as int?;
if ( batchId != null && ImportedBatches.Any( b => b.Key == batchId ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key == batchId ).Value;
}
DateTime? receivedDate = row["Received_Date"] as DateTime?;
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
}
bool isTypeNonCash = false;
string contributionType = row["Contribution_Type_Name"].ToString().ToLower();
if ( contributionType != null )
{
if ( contributionType == "ach" )
{
transaction.CurrencyTypeValueId = currencyTypeACH;
}
else if ( contributionType == "cash" )
{
transaction.CurrencyTypeValueId = currencyTypeCash;
}
else if ( contributionType == "check" )
{
transaction.CurrencyTypeValueId = currencyTypeCheck;
}
else if ( contributionType == "credit card" )
{
transaction.CurrencyTypeValueId = currencyTypeCreditCard;
}
else
{
isTypeNonCash = true;
}
}
string checkNumber = row["Check_Number"] as string;
if ( checkNumber != null && checkNumber.AsType<int?>() != null )
{
// routing & account set to zero
transaction.CheckMicrEncrypted = Encryption.EncryptString( string.Format( "{0}_{1}_{2}", 0, 0, checkNumber ) );
}
decimal? amount = row["Amount"] as decimal?;
if ( fundName != null & amount != null )
{
FinancialAccount matchingAccount = null;
int? parentAccountId = null;
string parentAccountName = String.Empty;
int? fundCampusId = null;
fundName = fundName.Trim();
string subFund = row["Sub_Fund_Name"] as string;
if ( subFund != null )
{
subFund = subFund.Trim();
// Check if subfund was used to mark a multi-site campus
fundCampusId = CampusList.Where( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) )
.Select( c => (int?)c.Id ).FirstOrDefault();
// Matched a campus, check to see if an account exists for that campus already
if ( fundCampusId != null )
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName )
&& a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
// No campus match, look for an account that matches parent name and subfund name
matchingAccount = accountList.FirstOrDefault( a => a.ParentAccountId != null && a.ParentAccount.Name.Equals( fundName ) && a.Name.Equals( subFund ) );
if ( matchingAccount == null )
{
// Check if a parent account exists already
FinancialAccount parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, fundCampusId );
accountList.Add( parentAccount );
}
// set data for subfund to be created
parentAccountId = parentAccount.Id;
fundName = subFund;
parentAccountName = parentAccount.Name;
}
}
}
else
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) && a.CampusId == null );
}
if ( matchingAccount == null )
{
// No account matches, create the new account with campus Id and parent Id if they were set
matchingAccount = AddAccount( lookupContext, fundName, fundCampusId, parentAccountName, parentAccountId );
accountList.Add( matchingAccount );
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = matchingAccount.Id;
transactionDetail.IsNonCash = isTypeNonCash;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
var transactionRefund = new FinancialTransactionRefund();
transactionRefund.CreatedDateTime = receivedDate;
transactionRefund.RefundReasonSummary = summary;
transactionRefund.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Value.Contains( summary ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
transaction.Refund = transactionRefund;
}
}
newTransactions.Add( transaction );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} contributions imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SaveContributions( newTransactions );
newTransactions.Clear();
ReportPartialProgress();
}
}
}
}
if ( newTransactions.Any() )
{
SaveContributions( newTransactions );
}
ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService( rockContext );
var financialAccountService = new FinancialAccountService( rockContext );
var definedValueService = new DefinedValueService( rockContext );
var person = FindPerson( rockContext );
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonAliasId = person.PrimaryAliasId;
var financialAccount = financialAccountService.Get( GetAttributeValue( "Account" ).AsGuid() );
if ( financialAccount != null )
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Text.AsDecimal();
var pledgeFrequencySelection = DefinedValueCache.Read( bddlFrequency.SelectedValue.AsInteger() );
if ( pledgeFrequencySelection != null )
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if ( sender != btnConfirm )
{
var duplicatePledges = financialPledgeService.Queryable()
.Where( a => a.PersonAlias.PersonId == person.Id )
.Where( a => a.AccountId == financialPledge.AccountId )
.Where( a => a.StartDate == financialPledge.StartDate )
.Where( a => a.EndDate == financialPledge.EndDate ).ToList();
if ( duplicatePledges.Any() )
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach ( var pledge in duplicatePledges.OrderBy( a => a.StartDate ).ThenBy( a => a.Account.Name ) )
{
nbDuplicatePledgeWarning.Text += string.Format( "<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount );
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
financialPledgeService.Add( financialPledge );
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get( financialPledge.PledgeFrequencyValueId ?? 0 );
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields( this.RockPage, this.CurrentPerson );
mergeFields.Add( "Person", person );
mergeFields.Add( "FinancialPledge", financialPledge );
mergeFields.Add( "PledgeFrequency", pledgeFrequencySelection );
mergeFields.Add( "Account", financialAccount );
lReceipt.Text = GetAttributeValue( "ReceiptText" ).ResolveMergeFields( mergeFields );
// Resolve any dynamic url references
string appRoot = ResolveRockUrl( "~/" );
string themeRoot = ResolveRockUrl( "~~/" );
lReceipt.Text = lReceipt.Text.Replace( "~~/", themeRoot ).Replace( "~/", appRoot );
// show liquid help for debug
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
{
lReceipt.Text += mergeFields.lavaDebugInfo();
}
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue( "ConfirmationEmailTemplate" ).AsGuidOrNull();
if ( confirmationEmailTemplateGuid.HasValue )
{
var recipients = new List<Rock.Communication.RecipientData>();
// add person and the mergeObjects (same mergeobjects as receipt)
recipients.Add( new Rock.Communication.RecipientData( person.Email, mergeFields ) );
Rock.Communication.Email.Send( confirmationEmailTemplateGuid.Value, recipients, ResolveRockUrl( "~/" ), ResolveRockUrl( "~~/" ) );
}
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService( rockContext );
var financialAccountService = new FinancialAccountService( rockContext );
var definedValueService = new DefinedValueService( rockContext );
var person = FindPerson( rockContext );
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonId = person.Id;
var financialAccount = financialAccountService.Get( GetAttributeValue( "Account" ).AsGuid() );
if ( financialAccount != null )
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Text.AsDecimal();
var pledgeFrequencySelection = DefinedValueCache.Read( bddlFrequency.SelectedValue.AsInteger() );
if ( pledgeFrequencySelection != null )
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if ( sender != btnConfirm )
{
var duplicatePledges = financialPledgeService.Queryable()
.Where( a => a.PersonId == person.Id )
.Where( a => a.AccountId == financialPledge.AccountId )
.Where( a => a.StartDate == financialPledge.StartDate )
.Where( a => a.EndDate == financialPledge.EndDate ).ToList();
if ( duplicatePledges.Any() )
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach ( var pledge in duplicatePledges.OrderBy( a => a.StartDate ).ThenBy( a => a.Account.Name ) )
{
nbDuplicatePledgeWarning.Text += string.Format( "<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount );
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
financialPledgeService.Add( financialPledge );
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get( financialPledge.PledgeFrequencyValueId ?? 0 );
var mergeObjects = new Dictionary<string, object>();
mergeObjects.Add( "Person", person );
mergeObjects.Add( "FinancialPledge", financialPledge );
mergeObjects.Add( "PledgeFrequency", pledgeFrequencySelection );
mergeObjects.Add( "Account", financialAccount );
lReceipt.Text = GetAttributeValue( "ReceiptText" ).ResolveMergeFields( mergeObjects );
// show liquid help for debug
if ( GetAttributeValue( "EnableDebug" ).AsBooleanOrNull() ?? false )
{
StringBuilder debugInfo = new StringBuilder();
debugInfo.Append( "<p /><div class='alert alert-info'><h4>Debug Info</h4>" );
debugInfo.Append( "<pre>" );
debugInfo.Append( "<p /><strong>Liquid Data</strong> <br>" );
debugInfo.Append( mergeObjects.LiquidHelpText() + "</pre>" );
debugInfo.Append( "</div>" );
lReceipt.Text += debugInfo.ToString();
}
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue( "ConfirmationEmailTemplate" ).AsGuidOrNull();
if ( confirmationEmailTemplateGuid.HasValue )
{
var recipients = new Dictionary<string, Dictionary<string, object>>();
// add person and the mergeObjects (same mergeobjects as receipt)
recipients.Add( person.Email, mergeObjects );
Rock.Communication.Email.Send( confirmationEmailTemplateGuid.Value, recipients, ResolveRockUrl( "~/" ), ResolveRockUrl( "~~/" ) );
}
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapContribution( IQueryable<Row> tableData, List<string> selectedColumns = null )
{
int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
var accountService = new FinancialAccountService();
var attributeService = new AttributeService();
var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ) ).Id;
int currencyTypeACH = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) ).Id;
int currencyTypeCash = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ) ).Id;
int currencyTypeCheck = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ) ).Id;
int currencyTypeCreditCard = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) ).Id;
List<DefinedValue> refundReasons = new DefinedValueService().Queryable().Where( dv => dv.DefinedType.Guid == new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ) ).ToList();
List<FinancialPledge> pledgeList = new FinancialPledgeService().Queryable().ToList();
List<FinancialAccount> accountList = accountService.Queryable().ToList();
// Add an Attribute for the unique F1 Contribution Id
int contributionAttributeId = attributeService.Queryable().Where( a => a.EntityTypeId == transactionEntityTypeId
&& a.Key == "F1ContributionId" ).Select( a => a.Id ).FirstOrDefault();
if ( contributionAttributeId == 0 )
{
var newContributionAttribute = new Rock.Model.Attribute();
newContributionAttribute.Key = "F1ContributionId";
newContributionAttribute.Name = "F1 Contribution Id";
newContributionAttribute.FieldTypeId = IntegerFieldTypeId;
newContributionAttribute.EntityTypeId = transactionEntityTypeId;
newContributionAttribute.EntityTypeQualifierValue = string.Empty;
newContributionAttribute.EntityTypeQualifierColumn = string.Empty;
newContributionAttribute.Description = "The FellowshipOne identifier for the contribution that was imported";
newContributionAttribute.DefaultValue = string.Empty;
newContributionAttribute.IsMultiValue = false;
newContributionAttribute.IsRequired = false;
newContributionAttribute.Order = 0;
attributeService.Add( newContributionAttribute, ImportPersonAlias );
attributeService.Save( newContributionAttribute, ImportPersonAlias );
contributionAttributeId = newContributionAttribute.Id;
}
var contributionAttribute = AttributeCache.Read( contributionAttributeId );
// Get all imported contributions
var importedContributions = new AttributeValueService().GetByAttributeId( contributionAttributeId )
.Select( av => new { ContributionId = av.Value.AsType<int?>(), TransactionId = av.EntityId } )
.ToDictionary( t => t.ContributionId, t => t.TransactionId );
// List for batching new contributions
var newTransactions = new List<FinancialTransaction>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Checking contribution import ({0:N0} found, {1:N0} already exist).", totalRows, importedContributions.Count() ) );
foreach ( var row in tableData )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? contributionId = row["ContributionID"] as int?;
if ( contributionId != null && !importedContributions.ContainsKey( contributionId ) )
{
var transaction = new FinancialTransaction();
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.AuthorizedPersonId = GetPersonId( individualId, householdId );
transaction.CreatedByPersonAliasId = ImportPersonAlias.Id;
transaction.AuthorizedPersonId = GetPersonId( individualId, householdId );
string summary = row["Memo"] as string;
if ( summary != null )
{
transaction.Summary = summary;
}
int? batchId = row["BatchID"] as int?;
if ( batchId != null && ImportedBatches.Any( b => b.Key == batchId ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key == batchId ).Value;
}
DateTime? receivedDate = row["Received_Date"] as DateTime?;
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
}
bool isTypeNonCash = false;
string contributionType = row["Contribution_Type_Name"] as string;
if ( contributionType != null )
{
if ( contributionType == "ACH" )
{
transaction.CurrencyTypeValueId = currencyTypeACH;
}
else if ( contributionType == "Cash" )
{
transaction.CurrencyTypeValueId = currencyTypeCash;
}
else if ( contributionType == "Check" )
{
transaction.CurrencyTypeValueId = currencyTypeCheck;
}
else if ( contributionType == "Credit Card" )
{
transaction.CurrencyTypeValueId = currencyTypeCreditCard;
}
else
{
isTypeNonCash = true;
}
}
string checkNumber = row["Check_Number"] as string;
if ( checkNumber != null && checkNumber.AsType<int?>() != null )
{
// routing & account set to zero
transaction.CheckMicrEncrypted = Encryption.EncryptString( string.Format( "{0}_{1}_{2}", 0, 0, checkNumber ) );
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
decimal? amount = row["Amount"] as decimal?;
if ( fundName != null & amount != null )
{
FinancialAccount matchingAccount = null;
fundName = fundName.Trim();
int? fundCampusId = null;
if ( subFund != null )
{
subFund = subFund.Trim();
fundCampusId = CampusList.Where( c => c.Name.StartsWith( subFund ) || c.ShortCode == subFund )
.Select( c => (int?)c.Id ).FirstOrDefault();
if ( fundCampusId != null )
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName )
&& a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.Name.StartsWith( subFund ) );
}
}
else
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.CampusId == null );
}
if ( matchingAccount == null )
{
matchingAccount = new FinancialAccount();
matchingAccount.Name = fundName;
matchingAccount.PublicName = fundName;
matchingAccount.IsTaxDeductible = true;
matchingAccount.IsActive = true;
matchingAccount.CampusId = fundCampusId;
matchingAccount.CreatedByPersonAliasId = ImportPersonAlias.Id;
accountService.Add( matchingAccount );
accountService.Save( matchingAccount );
accountList.Add( matchingAccount );
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = matchingAccount.Id;
transactionDetail.IsNonCash = isTypeNonCash;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
var transactionRefund = new FinancialTransactionRefund();
transactionRefund.CreatedDateTime = receivedDate;
transactionRefund.RefundReasonSummary = summary;
transactionRefund.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Name.Contains( summary ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
transaction.Refund = transactionRefund;
}
}
// Other Attributes to create:
// Pledge_Drive_Name
// Stated_Value
// True_Value
// Liquidation_cost
transaction.Attributes = new Dictionary<string, AttributeCache>();
transaction.AttributeValues = new Dictionary<string, List<AttributeValue>>();
transaction.Attributes.Add( contributionAttribute.Key, contributionAttribute );
transaction.AttributeValues.Add( contributionAttribute.Key, new List<AttributeValue>() );
transaction.AttributeValues[contributionAttribute.Key].Add( new AttributeValue()
{
AttributeId = contributionAttribute.Id,
Value = contributionId.ToString(),
Order = 0
} );
newTransactions.Add( transaction );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} contributions imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
RockTransactionScope.WrapTransaction( () =>
{
var transactionService = new FinancialTransactionService();
transactionService.RockContext.FinancialTransactions.AddRange( newTransactions );
transactionService.RockContext.SaveChanges();
var attributeValueService = new AttributeValueService();
foreach ( var contribution in newTransactions.Where( c => c.Attributes.Any() ) )
{
var attributeValue = contribution.AttributeValues[contributionAttribute.Key].FirstOrDefault();
if ( attributeValue != null )
{
attributeValue.EntityId = contribution.Id;
attributeValueService.RockContext.AttributeValues.Add( attributeValue );
}
}
attributeValueService.RockContext.SaveChanges();
} );
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if ( newTransactions.Any() )
{
RockTransactionScope.WrapTransaction( () =>
{
var transactionService = new FinancialTransactionService();
transactionService.RockContext.FinancialTransactions.AddRange( newTransactions );
transactionService.RockContext.SaveChanges();
var attributeValueService = new AttributeValueService();
foreach ( var contribution in newTransactions.Where( c => c.Attributes.Any() ) )
{
var attributeValue = contribution.AttributeValues[contributionAttribute.Key].FirstOrDefault();
if ( attributeValue != null )
{
attributeValue.EntityId = contribution.Id;
attributeValueService.RockContext.AttributeValues.Add( attributeValue );
}
}
attributeValueService.RockContext.SaveChanges();
} );
}
ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge( IQueryable<Row> tableData )
{
var accountService = new FinancialAccountService();
List<FinancialAccount> importedAccounts = accountService.Queryable().ToList();
List<DefinedValue> pledgeFrequencies = new DefinedValueService().GetByDefinedTypeGuid( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ) ).ToList();
List<FinancialPledge> importedPledges = new FinancialPledgeService().Queryable().ToList();
var newPledges = new List<FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Checking pledge import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData )
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime? startDate = row["Start_Date"] as DateTime?;
DateTime? endDate = row["End_Date"] as DateTime?;
if ( amount != null && startDate != null && endDate != null )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? personId = GetPersonId( individualId, householdId );
if ( personId != null && !importedPledges.Any( p => p.PersonId == personId && p.TotalAmount == amount && p.StartDate.Equals( startDate ) ) )
{
var pledge = new FinancialPledge();
pledge.CreatedByPersonAliasId = ImportPersonAlias.Id;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
string frequency = row["Pledge_Frequency_Name"] as string;
if ( frequency != null )
{
if ( frequency == "One Time" || frequency == "As Can" )
{
pledge.PledgeFrequencyValueId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Name.StartsWith( frequency ) || f.Description.StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if ( fundName != null )
{
FinancialAccount matchingAccount = null;
int? fundCampusId = null;
if ( subFund != null )
{
// match by campus if the subfund appears to be a campus
fundCampusId = CampusList.Where( c => c.Name.StartsWith( subFund ) || c.ShortCode == subFund )
.Select( c => (int?)c.Id ).FirstOrDefault();
if ( fundCampusId != null )
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.Name.StartsWith( subFund ) );
}
}
else
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) );
}
if ( matchingAccount == null )
{
matchingAccount = new FinancialAccount();
matchingAccount.Name = fundName;
matchingAccount.PublicName = fundName;
matchingAccount.IsTaxDeductible = true;
matchingAccount.IsActive = true;
matchingAccount.CampusId = fundCampusId;
matchingAccount.CreatedByPersonAliasId = ImportPersonAlias.Id;
accountService.Add( matchingAccount );
accountService.Save( matchingAccount );
importedAccounts.Add( matchingAccount );
pledge.AccountId = matchingAccount.Id;
}
}
// Attributes to add?
// Pledge_Drive_Name
newPledges.Add( pledge );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} pledges imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
pledgeService.RockContext.FinancialPledges.AddRange( newPledges );
pledgeService.RockContext.SaveChanges();
} );
ReportPartialProgress();
}
}
}
}
if ( newPledges.Any() )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
pledgeService.RockContext.FinancialPledges.AddRange( newPledges );
pledgeService.RockContext.SaveChanges();
} );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
}
/// <summary>
/// Handles the Delete event of the gPledges control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gPledges_Delete( object sender, RowEventArgs e )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
var pledge = pledgeService.Get( (int) e.RowKeyValue );
string errorMessage;
if ( pledge == null )
{
return;
}
if ( !pledgeService.CanDelete( pledge, out errorMessage ) )
{
mdGridWarning.Show( errorMessage, ModalAlertType.Information );
return;
}
pledgeService.Delete( pledge, CurrentPersonId );
pledgeService.Save( pledge, CurrentPersonId );
});
BindGrid();
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail( int pledgeId )
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY );
ddlFrequencyType.BindToDefinedType( DefinedTypeCache.Read( frequencyTypeGuid ), true );
using ( var rockContext = new RockContext() )
{
FinancialPledge pledge = null;
if ( pledgeId > 0 )
{
pledge = new FinancialPledgeService( rockContext ).Get( pledgeId );
lActionTitle.Text = ActionTitle.Edit( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
pdAuditDetails.SetEntity( pledge, ResolveRockUrl( "~" ) );
}
if ( pledge == null )
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add( FinancialPledge.FriendlyTypeName ).FormatAsHtmlTitle();
// hide the panel drawer that show created and last modified dates
pdAuditDetails.Visible = false;
}
var isReadOnly = !IsUserAuthorized( Authorization.EDIT );
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if ( pledge.PersonAlias != null )
{
ppPerson.SetValue( pledge.PersonAlias.Person );
}
else
{
ppPerson.SetValue( null );
}
ppPerson.Enabled = !isReadOnly;
GroupType groupType = null;
Guid? groupTypeGuid = GetAttributeValue( "SelectGroupType" ).AsGuidOrNull();
if ( groupTypeGuid.HasValue )
{
groupType = new GroupTypeService( rockContext ).Get( groupTypeGuid.Value );
}
if ( groupType != null )
{
ddlGroup.Label = groupType.Name;
ddlGroup.Visible = true;
LoadGroups( pledge.GroupId );
ddlGroup.Enabled = !isReadOnly;
}
else
{
ddlGroup.Visible = false;
}
apAccount.SetValue( pledge.Account );
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge ? pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge ? pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if ( isReadOnly )
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed( FinancialPledge.FriendlyTypeName );
lActionTitle.Text = ActionTitle.View( BlockType.FriendlyTypeName );
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var pledgeService = new FinancialPledgeService( new RockContext() );
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
int? personId = gfPledges.GetUserPreference("Person").AsIntegerOrNull();
if ( personId.HasValue )
{
pledges = pledges.Where( p => p.PersonAlias.PersonId == personId );
}
var accountIds = gfPledges.GetUserPreference( "Accounts" ).Split( ',' ).AsIntegerList();
if ( accountIds.Any() )
{
pledges = pledges.Where( p => p.AccountId.HasValue && accountIds.Contains( p.AccountId.Value ) );
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfPledges.GetUserPreference( "Date Range" );
var filterStartDate = drp.LowerValue ?? DateTime.MinValue;
var filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
pledges = pledges.Where( p => !( p.StartDate > filterEndDate ) && !( p.EndDate < filterStartDate ) );
gPledges.DataSource = sortProperty != null ? pledges.Sort( sortProperty ).ToList() : pledges.OrderBy( p => p.AccountId ).ToList();
gPledges.DataBind();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
var person = FindPerson( rockContext );
var pledges = GetPledges( person ).ToList();
// Does this person already have a pledge for these accounts?
// If so, give them the option to create a new one?
var personPledgeAccountIds = pledgeService.Queryable()
.Where( p => p.PersonId == person.Id )
.Select( p => p.AccountId )
.ToList();
if ( Accounts.Any( a => personPledgeAccountIds.Contains( a.Id ) ) )
{
pnlConfirm.Visible = true;
Session.Add( "CachedPledges", pledges );
return;
}
foreach ( var pledge in pledges )
{
if ( !pledge.IsValid )
{
continue;
}
pledgeService.Add( pledge );
}
rockContext.SaveChanges();
ShowReceipt( pledges.Select( p => p.Id ) );
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
using ( new UnitOfWorkScope() )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
var person = FindPerson();
var pledges = GetPledges( person ).ToList();
// Does this person already have a pledge for these accounts?
// If so, give them the option to create a new one?
var personPledgeAccountIds = pledgeService.Queryable()
.Where( p => p.PersonId == person.Id )
.Select( p => p.AccountId )
.ToList();
if ( Accounts.Any( a => personPledgeAccountIds.Contains( a.Id ) ) )
{
pnlConfirm.Visible = true;
Session.Add( "CachedPledges", pledges );
return;
}
foreach ( var pledge in pledges )
{
if ( !pledge.IsValid )
continue;
pledgeService.Add( pledge, person.Id );
pledgeService.Save( pledge, person.Id );
}
ShowReceipt( pledges.Select( p => p.Id ) );
} );
}
}
/// <summary>
/// Shows the receipt.
/// </summary>
/// <param name="ids">The ids.</param>
private void ShowReceipt( IEnumerable<int> ids )
{
// Pledges need to be loaded fresh from the database so they can
// be attached to a context and be fully hydrated with data.
var pledgeService = new FinancialPledgeService( new RockContext() );
var pledges = pledgeService.Queryable().Where( p => ids.Contains( p.Id ) );
var person = pledges.Select( p => p.Person ).FirstOrDefault();
rptCompletedPledges.DataSource = pledges.ToList();
rptCompletedPledges.DataBind();
if ( person != null )
{
lPersonFullName.Text = person.FullName;
}
pnlForm.Visible = false;
pnlReceipt.Visible = true;
}
/// <summary>
/// Handles the Click event of the btnConfirmYes control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnConfirmYes_Click( object sender, EventArgs e )
{
var pledges = Session["CachedPledges"] as List<FinancialPledge>;
if ( pledges == null )
return;
RockTransactionScope.WrapTransaction( () =>
{
foreach ( var pledge in pledges )
{
if ( pledge == null || !pledge.IsValid )
continue;
var pledgeService = new FinancialPledgeService();
pledgeService.Add( pledge, CurrentPersonId );
pledgeService.Save( pledge, CurrentPersonId );
}
Session.Remove( "CachedPledges" );
ShowReceipt( pledges.Select( p => p.Id ) );
} );
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialPledge pledge;
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
var pledgeId = hfPledgeId.Value.AsInteger();
if ( pledgeId == 0 )
{
pledge = new FinancialPledge();
pledgeService.Add( pledge );
}
else
{
pledge = pledgeService.Get( pledgeId );
}
if (ppPerson.PersonId.HasValue)
{
pledge.PersonAliasId = ppPerson.PersonAliasId;
}
pledge.AccountId = apAccount.SelectedValue.AsIntegerOrNull();
pledge.TotalAmount = tbAmount.Text.AsDecimal();
pledge.StartDate = dpDateRange.LowerValue.HasValue ? dpDateRange.LowerValue.Value : DateTime.MinValue;
pledge.EndDate = dpDateRange.UpperValue.HasValue ? dpDateRange.UpperValue.Value : DateTime.MaxValue;
pledge.PledgeFrequencyValueId = ddlFrequencyType.SelectedValue.AsIntegerOrNull();
if ( !pledge.IsValid )
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
NavigateToParentPage();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var pledgeService = new FinancialPledgeService( new RockContext() );
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
if ( ppFilterPerson.PersonId.HasValue )
{
pledges = pledges.Where( p => p.PersonId == ppFilterPerson.PersonId.Value );
}
var accountIds = fpFilterAccount.SelectedValuesAsInt().Where( i => i != 0 ).ToList();
if ( accountIds.Any() )
{
pledges = pledges.Where( p => p.AccountId.HasValue && accountIds.Contains( p.AccountId.Value ) );
}
gPledges.DataSource = sortProperty != null ? pledges.Sort( sortProperty ).ToList() : pledges.OrderBy( p => p.AccountId ).ToList();
gPledges.DataBind();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
Person person = null;
if ( TargetPerson != null )
{
person = TargetPerson;
}
else
{
int? personId = gfPledges.GetUserPreference( "Person" ).AsIntegerOrNull();
if ( personId.HasValue && ppFilterPerson.Visible )
{
person = new PersonService( rockContext ).Get( personId.Value );
}
}
if ( person != null )
{
// if a person is specified, get pledges for that person ( and also anybody in their GivingUnit )
pledges = pledges.Where( p => p.PersonAlias.Person.GivingId == person.GivingId );
}
// get the accounts and make sure they still exist by checking the database
var accountIds = gfPledges.GetUserPreference( "Accounts" ).Split( ',' ).AsIntegerList();
accountIds = new FinancialAccountService( rockContext ).GetByIds( accountIds ).Select( a => a.Id ).ToList();
if ( accountIds.Any() && apFilterAccount.Visible )
{
pledges = pledges.Where( p => p.AccountId.HasValue && accountIds.Contains( p.AccountId.Value ) );
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfPledges.GetUserPreference( "Date Range" );
var filterStartDate = drp.LowerValue ?? DateTime.MinValue;
var filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
if (filterEndDate != DateTime.MaxValue)
{
filterEndDate = filterEndDate.AddDays( 1 );
}
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
if ( drpDates.Visible )
{
pledges = pledges.Where( p => !(p.StartDate > filterEndDate) && !(p.EndDate < filterStartDate) );
}
// Last Modified
drp.DelimitedValues = gfPledges.GetUserPreference( "Last Modified" );
filterStartDate = drp.LowerValue ?? DateTime.MinValue;
filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
if (filterEndDate != DateTime.MaxValue)
{
filterEndDate = filterEndDate.AddDays( 1 );
}
if ( drpLastModifiedDates.Visible )
{
pledges = pledges.Where( p => !(p.ModifiedDateTime >= filterEndDate) && !(p.ModifiedDateTime <= filterStartDate) );
}
gPledges.DataSource = sortProperty != null ? pledges.Sort( sortProperty ).ToList() : pledges.OrderBy( p => p.AccountId ).ToList();
gPledges.DataBind();
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private int MapPledge( CSVInstance csvData )
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService( lookupContext ).Queryable().AsNoTracking()
.Where( p => p.ForeignId != null )
.ToDictionary( t => ( int )t.ForeignId, t => ( int? )t.Id );
var pledgeFrequencies = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ), lookupContext ).DefinedValues;
int oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
var newPledges = new List<FinancialPledge>();
int completed = 0;
ReportProgress( 0, string.Format( "Verifying pledge import ({0:N0} already exist).", importedPledges.Count ) );
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ( (row = csvData.Database.FirstOrDefault()) != null )
{
string amountKey = row[TotalPledge];
decimal? amount = amountKey.AsType<decimal?>();
string startDateKey = row[StartDate];
if ( String.IsNullOrWhiteSpace( startDateKey ) )
{
startDateKey = "01/01/0001";
}
DateTime? startDate = startDateKey.AsType<DateTime?>();
string endDateKey = row[EndDate];
if ( String.IsNullOrWhiteSpace( endDateKey ) )
{
endDateKey = "12/31/9999";
}
DateTime? endDate = endDateKey.AsType<DateTime?>();
string pledgeIdKey = row[PledgeId];
int? pledgeId = pledgeIdKey.AsType<int?>();
if ( amount != null && !importedPledges.ContainsKey( ( int )pledgeId ) )
{
string individualIdKey = row[IndividualID];
int? individualId = individualIdKey.AsType<int?>();
var personKeys = GetPersonKeys( individualId );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
var pledge = new FinancialPledge();
pledge.PersonAliasId = personKeys.PersonAliasId;
pledge.CreatedByPersonAliasId = ImportPersonAliasId;
pledge.StartDate = ( DateTime )startDate;
pledge.EndDate = ( DateTime )endDate;
pledge.TotalAmount = ( decimal )amount;
pledge.CreatedDateTime = ImportDateTime;
pledge.ModifiedDateTime = ImportDateTime;
pledge.ModifiedByPersonAliasId = ImportPersonAliasId;
pledge.ForeignKey = pledgeIdKey;
pledge.ForeignId = pledgeId;
string frequency = row[PledgeFrequencyName].ToString().ToLower();
if ( !String.IsNullOrWhiteSpace( frequency ) )
{
frequency = frequency.ToLower();
if ( frequency.Equals( "one time" ) || frequency.Equals( "one-time" ) || frequency.Equals( "as can" ) )
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Value.ToLower().StartsWith( frequency ) || f.Description.ToLower().StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row[FundName] as string;
string subFund = row[SubFundName] as string;
string fundGLAccount = row[FundGLAccount] as string;
string subFundGLAccount = row[SubFundGLAccount] as string;
string isFundActiveKey = row[FundIsActive];
Boolean? isFundActive = isFundActiveKey.AsType<Boolean?>();
string isSubFundActiveKey = row[SubFundIsActive];
Boolean? isSubFundActive = isSubFundActiveKey.AsType<Boolean?>();
if ( !String.IsNullOrWhiteSpace( fundName ) )
{
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName.Truncate( 50 ) ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, string.Empty, null, null, isFundActive );
accountList.Add( parentAccount );
}
if ( !String.IsNullOrWhiteSpace( subFund ) )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund.Truncate( 50 ) ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, string.Empty, campusFundId, parentAccount.Id, isSubFundActive );
accountList.Add( childAccount );
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add( pledge );
completed++;
if ( completed % (ReportingNumber * 10) < 1 )
{
ReportProgress( 0, string.Format( "{0:N0} pledges imported.", completed ) );
}
else if ( completed % ReportingNumber < 1 )
{
SavePledges( newPledges );
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if ( newPledges.Any() )
{
SavePledges( newPledges );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
return completed;
}
