/// <summary>
/// Direct access to the unposted gifts
/// </summary>
/// <param name="ALedgerNumber"></param>
/// <param name="ADateEndOfPeriod"></param>
public GetUnpostedGiftInfo(int ALedgerNumber, DateTime ADateEndOfPeriod)
{
OdbcParameter[] ParametersArray;
ParametersArray = new OdbcParameter[3];
ParametersArray[0] = new OdbcParameter("", OdbcType.Int);
ParametersArray[0].Value = ALedgerNumber;
ParametersArray[1] = new OdbcParameter("", OdbcType.Date);
ParametersArray[1].Value = ADateEndOfPeriod;
ParametersArray[2] = new OdbcParameter("", OdbcType.VarChar);
ParametersArray[2].Value = MFinanceConstants.BATCH_UNPOSTED;
TDBTransaction transaction = null;
DBAccess.GDBAccessObj.GetNewOrExistingAutoReadTransaction(IsolationLevel.ReadCommitted,
TEnforceIsolationLevel.eilMinimum,
ref transaction,
delegate
{
string strSQL = "SELECT * FROM PUB_" + AGiftBatchTable.GetTableDBName() +
" WHERE " + AGiftBatchTable.GetLedgerNumberDBName() + " = ?" +
" AND " + AGiftBatchTable.GetGlEffectiveDateDBName() + " <= ?" +
" AND " + AGiftBatchTable.GetBatchStatusDBName() + " = ? " +
" ORDER BY " + AGiftBatchTable.GetBatchNumberDBName();
FDataTable = DBAccess.GDBAccessObj.SelectDT(
strSQL, AAccountingPeriodTable.GetTableDBName(), transaction, ParametersArray);
});
}
/// <summary>
/// Direct access to the unposted gifts
/// </summary>
/// <param name="ALedgerNumber"></param>
/// <param name="ADateEndOfPeriod"></param>
public GetUnpostedGiftInfo(int ALedgerNumber, DateTime ADateEndOfPeriod)
{
//IF CAN-FIND (FIRST a_gift_batch WHERE
// a_gift_batch.a_ledger_number_i EQ pv_ledger_number_i AND
// a_gift_batch.a_gl_effective_date_d LE
// a_accounting_period.a_period_end_date_d AND
// a_gift_batch.a_batch_status_c EQ "Unposted":U) THEN DO:
OdbcParameter[] ParametersArray;
ParametersArray = new OdbcParameter[3];
ParametersArray[0] = new OdbcParameter("", OdbcType.Int);
ParametersArray[0].Value = ALedgerNumber;
ParametersArray[1] = new OdbcParameter("", OdbcType.Date);
ParametersArray[1].Value = ADateEndOfPeriod;
ParametersArray[2] = new OdbcParameter("", OdbcType.VarChar);
ParametersArray[2].Value = MFinanceConstants.BATCH_UNPOSTED;
bool NewTransaction;
TDBTransaction transaction = DBAccess.GDBAccessObj.GetNewOrExistingTransaction(IsolationLevel.ReadCommitted,
TEnforceIsolationLevel.eilMinimum,
out NewTransaction);
string strSQL = "SELECT * FROM PUB_" + AGiftBatchTable.GetTableDBName() + " ";
strSQL += "WHERE " + AGiftBatchTable.GetLedgerNumberDBName() + " = ? ";
strSQL += "AND " + AGiftBatchTable.GetGlEffectiveDateDBName() + " <= ? ";
strSQL += "AND " + AGiftBatchTable.GetBatchStatusDBName() + " = ? ";
FDataTable = DBAccess.GDBAccessObj.SelectDT(
strSQL, AAccountingPeriodTable.GetTableDBName(), transaction, ParametersArray);
if (NewTransaction)
{
DBAccess.GDBAccessObj.CommitTransaction();
}
}
/// <summary>
/// Direct access to the unposted gifts
/// </summary>
/// <param name="ALedgerNumber"></param>
/// <param name="ADateEndOfPeriod"></param>
public GetUnpostedGiftInfo(int ALedgerNumber, DateTime ADateEndOfPeriod)
{
OdbcParameter[] ParametersArray;
ParametersArray = new OdbcParameter[3];
ParametersArray[0] = new OdbcParameter("", OdbcType.Int);
ParametersArray[0].Value = ALedgerNumber;
ParametersArray[1] = new OdbcParameter("", OdbcType.Date);
ParametersArray[1].Value = ADateEndOfPeriod;
ParametersArray[2] = new OdbcParameter("", OdbcType.VarChar);
ParametersArray[2].Value = MFinanceConstants.BATCH_UNPOSTED;
TDBTransaction transaction = new TDBTransaction();
TDataBase db = DBAccess.Connect("GetUnpostedGiftInfo");
db.ReadTransaction(
ref transaction,
delegate
{
string strSQL = "SELECT * FROM PUB_" + AGiftBatchTable.GetTableDBName() +
" WHERE " + AGiftBatchTable.GetLedgerNumberDBName() + " = ?" +
" AND " + AGiftBatchTable.GetGlEffectiveDateDBName() + " <= ?" +
" AND " + AGiftBatchTable.GetBatchStatusDBName() + " = ? " +
" ORDER BY " + AGiftBatchTable.GetBatchNumberDBName();
FDataTable = db.SelectDT(
strSQL, AAccountingPeriodTable.GetTableDBName(), transaction, ParametersArray);
});
db.CloseDBConnection();
}
/// <summary>
/// Select the last Gift and motivation details of the gifts that were given within the time period from one partner.
/// </summary>
/// <param name="ADonorKey">Partner key of the donor</param>
/// <param name="ALedgerNumber">Ledger number</param>
/// <param name="AStartDate">Start date of the period</param>
/// <param name="AEndDate">End date of the period</param>
/// <param name="ACurrency">Currency: Base or International</param>
/// <returns>True if a gift was found; otherwise false</returns>
private bool SelectLastGift(Int64 ADonorKey, Int64 ALedgerNumber, DateTime AStartDate, DateTime AEndDate, String ACurrency)
{
String StrSql = "SELECT " + AGiftTable.GetDateEnteredDBName() + ", " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationGroupCodeDBName() + ", " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationDetailCodeDBName();
if (ACurrency == "Base")
{
StrSql = StrSql + ", " + AGiftDetailTable.GetGiftAmountDBName() + " AS CurrentAmount";
}
else
{
StrSql = StrSql + ", " + AGiftDetailTable.GetGiftAmountIntlDBName() + " AS CurrentAmount";
}
StrSql = StrSql +
" FROM " + AGiftTable.GetTableDBName() +
" , " + AGiftDetailTable.GetTableDBName() +
", " + AGiftBatchTable.GetTableDBName() +
" WHERE " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetLedgerNumberDBName() + " = " + ALedgerNumber.ToString() +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetLedgerNumberDBName() + " = " +
ALedgerNumber.ToString() +
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetLedgerNumberDBName() + " = " + ALedgerNumber.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDonorKeyDBName() + " = " + ADonorKey.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetBatchNumberDBName() + " = " + AGiftDetailTable.GetTableDBName() +
"." + AGiftDetailTable.GetBatchNumberDBName() +
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetBatchNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetGiftTransactionNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetGiftTransactionNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " BETWEEN '" + AStartDate.ToString(
"yyyy-MM-dd") + "' AND '" + AEndDate.ToString("yyyy-MM-dd") + "'" +
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchStatusDBName() + " = 'Posted'" +
" ORDER BY " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " DESC LIMIT 1";
DataTable Table = situation.GetDatabaseConnection().SelectDT(StrSql, "table",
situation.GetDatabaseConnection().Transaction, new OdbcParameter[] { });
if (Table.Rows.Count > 0)
{
DateTime DateEntered = (DateTime)Table.Rows[0][AGiftTable.GetDateEnteredDBName()];
decimal CurrentAmount = Convert.ToDecimal(Table.Rows[0]["CurrentAmount"]);
String MotivationDetail = (String)Table.Rows[0][AGiftDetailTable.GetMotivationDetailCodeDBName()];
String MotivationGroup = (String)Table.Rows[0][AGiftDetailTable.GetMotivationGroupCodeDBName()];
situation.GetParameters().Add("LastGiftDate", new TVariant(DateEntered));
situation.GetParameters().Add("LastGiftAmount", new TVariant(CurrentAmount));
situation.GetParameters().Add("MotivationDetail", new TVariant(MotivationDetail));
situation.GetParameters().Add("MotivationGroup", new TVariant(MotivationGroup));
return(true);
}
return(false);
}
private void InitializeManualCode()
{
//FLedger is still zero at this point
FMainDS.AGiftBatch.DefaultView.RowFilter = String.Format("{0} = '{1}'",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED
);
FMainDS.AGiftBatch.DefaultView.Sort = AGiftBatchTable.GetBatchNumberDBName() + " DESC";
SelectBatchChanged(null, null);
rbtNewBatch.Checked = true;
}
private void InitializeManualCode()
{
grdDetails.Visible = false;
//FLedger is still zero at this point
FMainDS.AGiftBatch.DefaultView.RowFilter = String.Format("{0} = '{1}'",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED
);
FMainDS.AGiftBatch.DefaultView.Sort = AGiftBatchTable.GetBatchNumberDBName() + " DESC";
SelectBatchChanged(null, null);
//add the focused event temporarily to allow execution of more manual code right at the
// end of the initialisation process.
this.btnHelp.Enter += new System.EventHandler(this.HelpFocussed);
}
private void SelectBatchChanged(System.Object sender, EventArgs e)
{
bool isChecked = chkSelect.Checked;
if (isChecked)
{
//First pass FLedgerNumber = 0 so need to add Ledger to the filter when the user first checks the checkbox
if ((FLedgerNumber != 0) && !FMainDS.AGiftBatch.DefaultView.RowFilter.Contains(AGiftBatchTable.GetLedgerNumberDBName()))
{
FMainDS.AGiftBatch.DefaultView.RowFilter = String.Format("{0} = {1} AND {2} = '{3}'",
AGiftBatchTable.GetLedgerNumberDBName(),
FLedgerNumber,
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED
);
}
DataView myDataView = FMainDS.AGiftBatch.DefaultView;
myDataView.AllowNew = false;
grdDetails.DataSource = new DevAge.ComponentModel.BoundDataView(myDataView);
if (grdDetails.Rows.Count > 1)
{
grdDetails.SelectRowInGrid(1);
}
txtReversalCommentOne.SelectAll();
txtReversalCommentOne.Focus();
dtpEffectiveDate.Enabled = false;
}
else
{
grdDetails.DataSource = null;
//bring enablement of the date textbox here to ensure enabled before setting focus
dtpEffectiveDate.Enabled = true;
dtpEffectiveDate.Focus();
dtpEffectiveDate.SelectAll();
}
grdDetails.Enabled = isChecked;
lblEffectiveDate.Enabled = !isChecked;
lblValidDateRange.Enabled = !isChecked;
}
/// <summary>
/// The main method that handles all filtering. Every change on the filter panel causes this event to fire.
/// It is important to manage the fact that this method may be called recursively and so nesting can be tricky!
/// </summary>
/// <param name="AFilterString">On entry this parameter contains the filter control's best guess for the current filter.
/// The code can modify this string in the light of current control values.</param>
public void ApplyFilterManual(ref string AFilterString)
{
if (!FFilterIsActivated)
{
// use anything until we have been activated.
return;
}
string WorkingFilter = String.Empty;
string AdditionalFilter = String.Empty;
bool ShowingAllPeriods = false;
// Remove the old base filter
if (FPrevBaseFilter.Length > 0)
{
// The additional filter is the part that is coming from the extra filter panel
AdditionalFilter = AFilterString.Substring(FPrevBaseFilter.Length);
if (AdditionalFilter.StartsWith(CommonJoinString.JOIN_STRING_SQL_AND))
{
AdditionalFilter = AdditionalFilter.Substring(CommonJoinString.JOIN_STRING_SQL_AND.Length);
}
}
int NewYear = FcmbYearEnding.GetSelectedInt32();
if (NewYear != FPrevYearEnding)
{
FPrevYearEnding = NewYear;
// This will trigger a re-entrant call to this method
RefreshPeriods(NewYear);
// Apply the last good filter as we unwind the nesting
AFilterString = FPrevFilter;
return;
}
int NewPeriod = FcmbPeriod.GetSelectedInt32();
ALedgerRow LedgerRow =
((ALedgerTable)TDataCache.TMFinance.GetCacheableFinanceTable(TCacheableFinanceTablesEnum.LedgerDetails, FLedgerNumber))[0];
int CurrentLedgerYear = LedgerRow.CurrentFinancialYear;
int CurrentLedgerPeriod = LedgerRow.CurrentPeriod;
if (NewYear == -1)
{
NewYear = CurrentLedgerYear;
WorkingFilter = String.Format("{0} = {1}", AGiftBatchTable.GetBatchYearDBName(), NewYear);
ShowingAllPeriods = true;
}
else
{
WorkingFilter = String.Format("{0} = {1}", AGiftBatchTable.GetBatchYearDBName(), NewYear);
if (NewPeriod == 0) //All periods for year
{
//Nothing to add to filter
ShowingAllPeriods = true;
}
else if (NewPeriod == -1) //Current and forwarding
{
WorkingFilter += String.Format(" AND {0} >= {1}", AGiftBatchTable.GetBatchPeriodDBName(), CurrentLedgerPeriod);
}
else if (NewPeriod > 0) //Specific period
{
WorkingFilter += String.Format(" AND {0} = {1}", AGiftBatchTable.GetBatchPeriodDBName(), NewPeriod);
}
}
if (!BatchYearIsLoaded(NewYear))
{
FMainDS.Merge(TRemote.MFinance.Gift.WebConnectors.LoadAGiftBatchForYearPeriod(FLedgerNumber, NewYear, NewPeriod));
// Set the flag on the transaction tab to show the status dialog again when the transactions are loaded for a new year
TFrmGiftBatch giftBatchForm = (TFrmGiftBatch)FPetraUtilsObject.GetForm();
giftBatchForm.GetTransactionsControl().ShowStatusDialogOnLoad = true;
}
if (FrbtEditing.Checked)
{
StringHelper.JoinAndAppend(ref WorkingFilter, String.Format("{0} = '{1}'",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED),
CommonJoinString.JOIN_STRING_SQL_AND);
}
else if (FrbtPosting.Checked)
{
// note: batches
StringHelper.JoinAndAppend(ref WorkingFilter, String.Format("({0} = '{1}') AND ({2} > 0) AND (({4} = 0) OR ({4} = {3}))",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED,
AGiftBatchTable.GetLastGiftNumberDBName(),
AGiftBatchTable.GetBatchTotalDBName(),
AGiftBatchTable.GetHashTotalDBName()),
CommonJoinString.JOIN_STRING_SQL_AND);
}
else //(FrbtAll.Checked)
{
}
FFilterFindPanelObject.FilterPanelControls.SetBaseFilter(WorkingFilter, FrbtAll.Checked && ShowingAllPeriods);
FPrevBaseFilter = WorkingFilter;
AFilterString = WorkingFilter;
StringHelper.JoinAndAppend(ref AFilterString, AdditionalFilter, CommonJoinString.JOIN_STRING_SQL_AND);
FPrevFilter = AFilterString;
}
/// <summary>
/// This report considers gifts given between the two specified dates, and can include all gifts or, if
/// selected, those to a particular motivation, motivation detail or recipient. For the defined set of gifts
/// and its total value, the donors are sorted into a list, starting with those who gave most, and showing
/// the percentage that their gifts contributed to the total received (for this motivation or recipient, if
/// specified) and the cumulative percentage, moving down the list starting with the top donor.
/// </summary>
/// <param name="ATotalAmount">Pre calculated value of the total gifts given with these parameters</param>
/// <param name="ATopXPercent">Upper limit of the percentage to show in the report</param>
/// <param name="ABottomXPercent">Lower limit of the percentage to show in the report</param>
/// <param name="AExtract">true to use only partners from an extract</param>
/// <param name="AExtractName">extract name</param>
/// <param name="AStartDate">Start date of the gifts given</param>
/// <param name="AEndDate">End date of the gifts given</param>
/// <param name="ARecipientKey">Partner key of a specific recipient. If 0 then use all recipients</param>
/// <param name="AMotivationGroup">Limit gifts to this motivation group. If % use all motivation groups</param>
/// <param name="AMotivationDetail">Limit gifts to this motivation detail. If % use all motivation details</param>
/// <returns></returns>
private bool MakeTopDonor(decimal ATotalAmount, decimal ATopXPercent, decimal ABottomXPercent,
bool AExtract, String AExtractName, DateTime AStartDate, DateTime AEndDate,
Int64 ARecipientKey, String AMotivationGroup, String AMotivationDetail)
{
Int64 LedgerNumber = situation.GetParameters().Get("param_ledger_number_i").ToInt64();
String CurrencyType = situation.GetParameters().Get("param_currency").ToString();
StringBuilder SqlString = new StringBuilder();
SqlString.Append("SELECT DISTINCT ");
SqlString.Append("gift.p_donor_key_n AS DonorKey, ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerShortNameDBName() + " AS ShortName, ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerClassDBName() + " AS PartnerClass, ");
if (CurrencyType == "Base")
{
SqlString.Append("SUM(detail." + AGiftDetailTable.GetGiftAmountDBName() + ") AS Amount ");
}
else
{
SqlString.Append("SUM(detail." + AGiftDetailTable.GetGiftAmountIntlDBName() + ") AS Amount ");
}
SqlString.Append(
" FROM " + AGiftTable.GetTableDBName() + " as gift, " + AGiftDetailTable.GetTableDBName() + " as detail, " +
PPartnerTable.GetTableDBName() + ", " + AGiftBatchTable.GetTableDBName() + " ");
if (AExtract)
{
SqlString.Append(", " + MExtractTable.GetTableDBName() + ", " + MExtractMasterTable.GetTableDBName());
SqlString.Append(
" WHERE gift." + AGiftTable.GetDonorKeyDBName() + " = " + MExtractTable.GetTableDBName() + "." +
MExtractTable.GetPartnerKeyDBName());
SqlString.Append(
" AND " + MExtractTable.GetTableDBName() + "." + MExtractTable.GetExtractIdDBName() + " = " +
MExtractMasterTable.GetTableDBName() +
"." + MExtractMasterTable.GetExtractIdDBName());
SqlString.Append(" AND " + MExtractMasterTable.GetTableDBName() + "." + MExtractMasterTable.GetExtractNameDBName() + " = '");
SqlString.Append(AExtractName);
SqlString.Append("' AND ");
}
else
{
SqlString.Append(" WHERE ");
}
SqlString.Append(" detail." + AGiftDetailTable.GetLedgerNumberDBName() + " = gift." + AGiftTable.GetLedgerNumberDBName());
SqlString.Append(" AND detail." + AGiftDetailTable.GetBatchNumberDBName() + " = gift." + AGiftTable.GetBatchNumberDBName());
SqlString.Append(
" AND detail." + AGiftDetailTable.GetGiftTransactionNumberDBName() + " = gift." + AGiftTable.GetGiftTransactionNumberDBName());
SqlString.Append(" AND gift." + AGiftTable.GetDateEnteredDBName() + " BETWEEN '");
SqlString.Append(AStartDate.ToString("yyyy-MM-dd"));
SqlString.Append("' AND '");
SqlString.Append(AEndDate.ToString("yyyy-MM-dd"));
SqlString.Append("' AND gift." + AGiftTable.GetLedgerNumberDBName() + " = ");
SqlString.Append(LedgerNumber.ToString());
SqlString.Append(" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetLedgerNumberDBName() + " = ");
SqlString.Append(LedgerNumber.ToString());
SqlString.Append(
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchNumberDBName() + " = gift." +
AGiftTable.GetBatchNumberDBName());
SqlString.Append(" AND ( " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchStatusDBName() + " = 'Posted' OR ");
SqlString.Append(AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchStatusDBName() + " = 'posted' ) ");
SqlString.Append(
" AND " + PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerKeyDBName() + " = gift." + AGiftTable.GetDonorKeyDBName());
if (ARecipientKey != 0)
{
SqlString.Append(" AND detail." + AGiftDetailTable.GetRecipientKeyDBName() + " = ");
SqlString.Append(ARecipientKey.ToString());
}
if (AMotivationGroup != "%")
{
SqlString.Append(" AND detail." + AGiftDetailTable.GetMotivationGroupCodeDBName() + " LIKE '");
SqlString.Append(AMotivationGroup);
SqlString.Append("' ");
}
if (AMotivationDetail != "%")
{
SqlString.Append(" AND detail." + AGiftDetailTable.GetMotivationDetailCodeDBName() + " LIKE '");
SqlString.Append(AMotivationDetail);
SqlString.Append("' ");
}
SqlString.Append(" GROUP BY gift." + AGiftTable.GetDonorKeyDBName() + ", ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerShortNameDBName() + ", ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerClassDBName());
SqlString.Append(" ORDER BY Amount DESC");
DataTable Table = situation.GetDatabaseConnection().SelectDT(SqlString.ToString(), "table",
situation.GetDatabaseConnection().Transaction, new OdbcParameter[] { });
decimal CummulativeAmount = 0;
decimal TopAmount = ATotalAmount * ATopXPercent / 100;
decimal BottomAmount = ATotalAmount * ABottomXPercent / 100;
int NumColumns = 7;
int ChildRow = 1;
situation.GetResults().Clear();
for (int Counter = 0; Counter < Table.Rows.Count; ++Counter)
{
decimal CurrentAmount = Convert.ToDecimal(Table.Rows[Counter]["Amount"]);
if (CurrentAmount < 0)
{
continue;
}
if ((CummulativeAmount <= TopAmount) &&
(CummulativeAmount >= BottomAmount))
{
Int64 DonorKey = Convert.ToInt64(Table.Rows[Counter]["DonorKey"]);
String ShortName = (String)Table.Rows[Counter]["ShortName"];
String PartnerClass = (String)Table.Rows[Counter]["PartnerClass"];
CummulativeAmount += CurrentAmount;
// Transfer to results
TVariant[] Header = new TVariant[NumColumns];
TVariant[] Description =
{
new TVariant(), new TVariant()
};
TVariant[] Columns = new TVariant[NumColumns];
for (int Counter2 = 0; Counter2 < NumColumns; ++Counter2)
{
Header[Counter2] = new TVariant();
Columns[Counter2] = new TVariant();
}
StringBuilder PartnerAddress = new StringBuilder();
PPartnerLocationRow AddressRow;
if (Ict.Petra.Server.MReporting.MPartner.TRptUserFunctionsPartner.GetPartnerBestAddressRow(DonorKey, situation, out AddressRow))
{
PLocationTable LocationTable = PLocationAccess.LoadByPrimaryKey(AddressRow.SiteKey,
AddressRow.LocationKey, situation.GetDatabaseConnection().Transaction);
if (LocationTable.Rows.Count > 0)
{
PLocationRow LocationRow = (PLocationRow)LocationTable.Rows[0];
PartnerAddress.Append(LocationRow.Locality);
if (LocationRow.Locality.Length > 0)
{
PartnerAddress.Append(", ");
}
PartnerAddress.Append(LocationRow.StreetName);
if (PartnerAddress.Length > 0)
{
PartnerAddress.Append(", ");
}
PartnerAddress.Append(LocationRow.Address3);
if (PartnerAddress.Length > 0)
{
PartnerAddress.Append(", ");
}
PartnerAddress.Append(LocationRow.PostalCode);
PartnerAddress.Append(" ");
PartnerAddress.Append(LocationRow.City);
if (LocationRow.County.Length > 0)
{
PartnerAddress.Append(", ");
PartnerAddress.Append(LocationRow.County);
}
PartnerAddress.Append(", ");
PartnerAddress.Append(LocationRow.CountryCode);
}
}
Columns[0] = new TVariant(DonorKey.ToString("0000000000"));
Columns[1] = new TVariant(PartnerClass);
Columns[2] = new TVariant(ShortName);
Columns[3] = new TVariant(CurrentAmount, "-#,##0.00;#,##0.00");
Columns[4] = new TVariant((CurrentAmount * 100 / ATotalAmount), "-#,##0.00;#,##0.00");
Columns[5] = new TVariant((CummulativeAmount * 100 / ATotalAmount), "-#,##0.00;#,##0.00");
Columns[6] = new TVariant(PartnerAddress.ToString());
situation.GetResults().AddRow(0, ChildRow++, true, 2, "", "", false,
Header, Description, Columns);
}
else
{
CummulativeAmount += CurrentAmount;
}
}
return(true);
}
/// <summary>
/// export all posted invoices for conference and seminar participants in this year
/// </summary>
public static void Export(string AOutputPath,
char ACSVSeparator,
string ANewLine,
Int32 ALedgerNumber,
Int32 AFinancialYear,
string ACostCentres)
{
string filename = Path.GetFullPath(Path.Combine(AOutputPath, "participants.csv"));
Console.WriteLine("Writing file: " + filename);
TDBTransaction Transaction = new TDBTransaction();
AGiftDetailTable giftdetails = new AGiftDetailTable();
AGiftTable gifts = new AGiftTable();
AGiftBatchTable batches = new AGiftBatchTable();
PPersonTable persons = new PPersonTable();
DBAccess.ReadTransaction(ref Transaction,
delegate
{
TDataBase db = Transaction.DataBaseObj;
// all gift details towards a costcentre that needs to be exported
string sql =
String.Format("SELECT DISTINCT D.* " +
"FROM PUB_{0} AS B, PUB_{1} AS G, PUB_{2} AS D " +
"WHERE B.{3} = {4} AND B.{5} = {6} AND B.{7}='{8}' " +
"AND G.{3} = B.{3} AND G.{9} = B.{9} " +
"AND D.{3} = G.{3} AND D.{9} = G.{9} AND D.{10} = G.{10} " +
"AND D.{11} IN ({12}) " +
"AND NOT D.{13} = '{14}'",
AGiftBatchTable.GetTableDBName(),
AGiftTable.GetTableDBName(),
AGiftDetailTable.GetTableDBName(),
AGiftBatchTable.GetLedgerNumberDBName(),
ALedgerNumber,
AGiftBatchTable.GetBatchYearDBName(),
AFinancialYear,
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_POSTED,
AGiftBatchTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetCostCentreCodeDBName(),
"'" + ACostCentres.Replace(",", "','") + "'",
AGiftDetailTable.GetMotivationGroupCodeDBName(),
"GIFT");
db.SelectDT(giftdetails, sql, Transaction, null, 0, 0);
sql = sql.Replace("SELECT DISTINCT D.*", "SELECT DISTINCT G.*");
db.SelectDT(gifts, sql, Transaction, null, 0, 0);
gifts.DefaultView.Sort =
AGiftTable.GetBatchNumberDBName() + "," +
AGiftTable.GetGiftTransactionNumberDBName();
sql = sql.Replace("SELECT DISTINCT G.*", "SELECT DISTINCT B.*");
db.SelectDT(batches, sql, Transaction, null, 0, 0);
batches.DefaultView.Sort = AGiftTable.GetBatchNumberDBName();
sql =
String.Format("SELECT DISTINCT P.* " +
"FROM PUB_{0} AS B, PUB_{1} AS G, PUB_{2} AS D, PUB.{15} AS P " +
"WHERE B.{3} = {4} AND B.{5} = {6} AND B.{7}='{8}' " +
"AND G.{3} = B.{3} AND G.{9} = B.{9} " +
"AND D.{3} = G.{3} AND D.{9} = G.{9} AND D.{10} = G.{10} " +
"AND D.{11} IN ({12}) " +
"AND NOT D.{13} = '{14}' " +
"AND P.{16} = G.{17}",
AGiftBatchTable.GetTableDBName(),
AGiftTable.GetTableDBName(),
AGiftDetailTable.GetTableDBName(),
AGiftBatchTable.GetLedgerNumberDBName(),
ALedgerNumber,
AGiftBatchTable.GetBatchYearDBName(),
AFinancialYear,
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_POSTED,
AGiftBatchTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetCostCentreCodeDBName(),
"'" + ACostCentres.Replace(",", "','") + "'",
AGiftDetailTable.GetMotivationGroupCodeDBName(),
"GIFT",
PPersonTable.GetTableDBName(),
PPersonTable.GetPartnerKeyDBName(),
AGiftTable.GetDonorKeyDBName());
db.SelectDT(persons, sql, Transaction, null, 0, 0);
persons.DefaultView.Sort = PPersonTable.GetPartnerKeyDBName();
});
StringBuilder sb = new StringBuilder();
foreach (AGiftDetailRow detail in giftdetails.Rows)
{
AGiftRow gift = (AGiftRow)gifts.DefaultView.FindRows(new object[] { detail.BatchNumber, detail.GiftTransactionNumber })[0].Row;
AGiftBatchRow batch = (AGiftBatchRow)batches.DefaultView.FindRows(detail.BatchNumber)[0].Row;
DataRowView[] personList = persons.DefaultView.FindRows(gift.DonorKey);
PPersonRow person = (personList.Length > 0 ? (PPersonRow)personList[0].Row : null);
sb.Append(StringHelper.StrMerge(
new string[] {
"GB" + detail.BatchNumber.ToString() + "_G" + detail.GiftTransactionNumber.ToString() +
"_D" + detail.DetailNumber.ToString(),
String.Format("{0:N}", detail.GiftTransactionAmount),
batch.GlEffectiveDate.ToString("yyyyMMdd"),
gift.DonorKey.ToString(),
person !=
null ? (person.DateOfBirth.HasValue ? person.DateOfBirth.Value.ToString("yyyyMMdd") : string.Empty) : string.Empty,
detail.CostCentreCode,
batch.BatchDescription,
detail.GiftCommentOne,
detail.GiftCommentTwo
}, ACSVSeparator));
sb.Append(ANewLine);
}
StreamWriter sw = new StreamWriter(filename, false, Encoding.GetEncoding(1252));
sw.Write(sb.ToString());
sw.Close();
}
/// <summary>
/// The main method that handles all filtering. Every change on the filter panel causes this event to fire.
/// It is important to manage the fact that this method may be called recursively and so nesting can be tricky!
/// </summary>
/// <param name="AFilterString">On entry this parameter contains the filter control's best guess for the current filter.
/// The code can modify this string in the light of current control values.</param>
public void ApplyFilterManual(ref string AFilterString)
{
if (!FFilterIsActivated)
{
// use anything until we have been activated.
return;
}
string workingFilter = String.Empty;
string additionalFilter = String.Empty;
bool showingAllPeriods = false;
// Remove the old base filter
if (FPrevBaseFilter.Length > 0)
{
// The additional filter is the part that is coming from the extra filter panel
additionalFilter = AFilterString.Substring(FPrevBaseFilter.Length);
if (additionalFilter.StartsWith(CommonJoinString.JOIN_STRING_SQL_AND))
{
additionalFilter = additionalFilter.Substring(CommonJoinString.JOIN_STRING_SQL_AND.Length);
}
}
int newYear = FcmbYearEnding.GetSelectedInt32();
if (newYear != FPrevYearEnding)
{
FPrevYearEnding = newYear;
// This will trigger a re-entrant call to this method
RefreshPeriods(newYear);
// Apply the last good filter as we unwind the nesting
AFilterString = FPrevFilter;
return;
}
int newPeriod = FcmbPeriod.GetSelectedInt32();
ALedgerRow LedgerRow =
((ALedgerTable)TDataCache.TMFinance.GetCacheableFinanceTable(TCacheableFinanceTablesEnum.LedgerDetails, FLedgerNumber))[0];
int CurrentLedgerYear = LedgerRow.CurrentFinancialYear;
int CurrentLedgerPeriod = LedgerRow.CurrentPeriod;
if (newYear == -1)
{
newYear = CurrentLedgerYear;
workingFilter = String.Format("{0} = {1}", AGiftBatchTable.GetBatchYearDBName(), newYear);
showingAllPeriods = true;
}
else
{
workingFilter = String.Format("{0} = {1}", AGiftBatchTable.GetBatchYearDBName(), newYear);
if (newPeriod == 0) //All periods for year
{
//Nothing to add to filter
showingAllPeriods = true;
}
else if (newPeriod == -1) //Current and forwarding
{
workingFilter += String.Format(" AND {0} >= {1}", AGiftBatchTable.GetBatchPeriodDBName(), CurrentLedgerPeriod);
}
else if (newPeriod > 0) //Specific period
{
workingFilter += String.Format(" AND {0} = {1}", AGiftBatchTable.GetBatchPeriodDBName(), newPeriod);
}
}
if (!BatchYearIsLoaded(newYear))
{
FMainDS.Merge(TRemote.MFinance.Gift.WebConnectors.LoadAGiftBatchForYearPeriod(FLedgerNumber, newYear, newPeriod));
}
if (FrbtEditing.Checked)
{
StringHelper.JoinAndAppend(ref workingFilter, String.Format("{0} = '{1}'",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED),
CommonJoinString.JOIN_STRING_SQL_AND);
}
else if (FrbtPosting.Checked)
{
StringHelper.JoinAndAppend(ref workingFilter, String.Format("({0} = '{1}') AND ({2} <> 0) AND (({3} = 0) OR ({3} = {2}))",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED,
AGiftBatchTable.GetBatchTotalDBName(),
AGiftBatchTable.GetHashTotalDBName()),
CommonJoinString.JOIN_STRING_SQL_AND);
}
else //(FrbtAll.Checked)
{
}
FFilterFindPanelObject.FilterPanelControls.SetBaseFilter(workingFilter, FrbtAll.Checked && showingAllPeriods);
FPrevBaseFilter = workingFilter;
AFilterString = workingFilter;
StringHelper.JoinAndAppend(ref AFilterString, additionalFilter, CommonJoinString.JOIN_STRING_SQL_AND);
FPrevFilter = AFilterString;
//TLogging.Log(String.Format("working filter: {0}", workingFilter));
}
/// <summary>
/// Get Unsaved Batch Rows in a list
/// </summary>
/// <param name="ABatchToInclude">If > 0 then include in list even if unchanged</param>
/// <returns></returns>
public List <AGiftBatchRow> GetUnsavedBatchRowsList(int ABatchToInclude = 0)
{
List <AGiftBatchRow> RetVal = new List <AGiftBatchRow>();
List <int> BatchesWithChangesList = new List <int>();
string BatchesWithChangesString = string.Empty;
DataView GiftBatchesDV = new DataView(FMainDS.AGiftBatch);
GiftBatchesDV.RowFilter = String.Format("{0}='{1}'",
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_UNPOSTED);
GiftBatchesDV.Sort = AGiftBatchTable.GetBatchNumberDBName() + " ASC";
DataView GiftDV = new DataView(FMainDS.AGift);
DataView GiftDetailsDV = new DataView(FMainDS.AGiftDetail);
GiftDV.Sort = String.Format("{0} ASC, {1} ASC",
AGiftTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName());
GiftDetailsDV.Sort = String.Format("{0} ASC, {1} ASC, {2} ASC",
AGiftDetailTable.GetBatchNumberDBName(),
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
//Add the batch number(s) of changed gift rows
foreach (DataRowView dRV in GiftDV)
{
AGiftRow gR = (AGiftRow)dRV.Row;
if (!BatchesWithChangesList.Contains(gR.BatchNumber) &&
(gR.RowState != DataRowState.Unchanged))
{
BatchesWithChangesList.Add(gR.BatchNumber);
}
}
//Generate string of all batches found with changes
if (BatchesWithChangesList.Count > 0)
{
BatchesWithChangesString = String.Join(",", BatchesWithChangesList);
//Add any other batch number(s) of changed gift details
GiftDetailsDV.RowFilter = String.Format("{0} NOT IN ({1})",
AGiftDetailTable.GetBatchNumberDBName(),
BatchesWithChangesString);
}
foreach (DataRowView dRV in GiftDetailsDV)
{
AGiftDetailRow gDR = (AGiftDetailRow)dRV.Row;
if (!BatchesWithChangesList.Contains(gDR.BatchNumber) &&
(gDR.RowState != DataRowState.Unchanged))
{
BatchesWithChangesList.Add(gDR.BatchNumber);
}
}
BatchesWithChangesList.Sort();
//Get batch rows
foreach (DataRowView dRV in GiftBatchesDV)
{
AGiftBatchRow giftBatchRow = (AGiftBatchRow)dRV.Row;
if ((giftBatchRow.BatchStatus == MFinanceConstants.BATCH_UNPOSTED) &&
((giftBatchRow.BatchNumber == ABatchToInclude) ||
BatchesWithChangesList.Contains(giftBatchRow.BatchNumber) ||
(giftBatchRow.RowState != DataRowState.Unchanged)))
{
RetVal.Add(giftBatchRow);
}
}
return(RetVal);
}
