public void Should_Show_Closed_Funds()
{
var fund = new ContributionFund
{
FundId = RandomNumber(500, 1000),
CreatedBy = 1,
CreatedDate = DateTime.Now,
FundName = RandomString(),
FundStatusId = 2,
FundTypeId = 1,
FundPledgeFlag = false
};
db.ContributionFunds.InsertOnSubmit(fund);
db.SubmitChanges();
username = RandomString();
password = RandomString();
var user = CreateUser(username, password, roles: new string[] { "Access", "Edit", "Admin", "Finance" });
Login();
Open($"{rootUrl}Funds/");
Find(xpath: "//a[contains(@href, '/Funds?status=2')]").Click();
PageSource.ShouldContain(fund.FundName);
db.ContributionFunds.DeleteOnSubmit(fund);
db.SubmitChanges();
}
public static ContributionFund CreateSaveFund(CMSDataContext db, bool isPledge)
{
int fundId;
Random random = new Random();
bool fundIdExists = false;
do
{
fundId = random.Next(1000);
fundIdExists = db.ContributionFunds.Any(f => f.FundId == fundId);
} while (fundIdExists);
var fund = new ContributionFund
{
FundId = fundId,
FundName = DatabaseTestBase.RandomString(),
FundPledgeFlag = isPledge,
CreatedBy = 1,
CreatedDate = DateTime.Now
};
db.ContributionFunds.InsertOnSubmit(fund);
db.SubmitChanges();
return(fund);
}
private static int?Import(CsvReader csv, DateTime date, int?fundid)
{
BundleHeader bundleHeader = null;
var fid = fundid ?? BatchImportContributions.FirstFundId();
csv.Read();
csv.ReadHeader();
while (csv.Read())
{
var batchDate = csv["Date"].ToDate();
var amount = csv["Amount"];
//var paymentMethod = csv["Payment Method"];
var method = csv["Method"];
//var payerName = csv["Payer Name"];
var email = csv["Email address"];
var phone = csv["Mobile Number"];
var fundText = "";
if (csv.Context.HeaderRecord.Contains("Giving Type Label"))
{
fundText = csv["Giving Type Label"];
}
ContributionFund f = null;
if (fundText.HasValue())
{
f = DbUtil.Db.FetchOrCreateFund(fundText);
}
if (bundleHeader == null)
{
bundleHeader = BatchImportContributions.GetBundleHeader(batchDate ?? DateTime.Today, DateTime.Now);
}
var bd = BatchImportContributions.AddContributionDetail(date, f?.FundId ?? fid, amount, method, null, $"{email}|{phone}");
bundleHeader.BundleDetails.Add(bd);
}
BatchImportContributions.FinishBundle(bundleHeader);
return(bundleHeader.BundleHeaderId);
}
private Contribution ResolvePayment(Payment payment, ContributionFund fund, int?PersonId, BundleHeader bundle)
{
// find/create a touchpoint contribution from a pushpay payment
Contribution contribution;
var result = ContributionWithPayment(payment);
if (result.Any())
{
contribution = result.Single();
}
else
{
contribution = new Contribution
{
PeopleId = PersonId,
ContributionDate = payment.CreatedOn.ToLocalTime(),
ContributionAmount = payment.Amount.Amount,
ContributionTypeId = (fund.NonTaxDeductible == true) ? ContributionTypeCode.NonTaxDed : ContributionTypeCode.Online,
ContributionStatusId = (payment.Amount.Amount >= 0) ? ContributionStatusCode.Recorded : ContributionStatusCode.Reversed,
Origin = ContributionOriginCode.PushPay,
CreatedDate = DateTime.Now,
FundId = fund.FundId,
MetaInfo = PushPayTransactionNum + payment.TransactionId
};
db.Contributions.InsertOnSubmit(contribution);
db.SubmitChanges();
// assign contribution to bundle
BundleDetail bd = new BundleDetail
{
BundleHeaderId = bundle.BundleHeaderId,
ContributionId = contribution.ContributionId,
CreatedBy = 0,
CreatedDate = DateTime.Now
};
db.BundleDetails.InsertOnSubmit(bd);
db.SubmitChanges();
}
return(contribution);
}
private ContributionFund ResolveFund(Fund fund)
{
// take a pushpay fund and find or create a touchpoint fund
IQueryable <ContributionFund> funds = db.ContributionFunds.AsQueryable();
var result = from f in funds
where f.FundName == fund.Name
where f.FundStatusId > 0
orderby f.FundStatusId
orderby f.FundId descending
select f;
if (result.Any())
{
int id = result.Select(f => f.FundId).First();
return(db.ContributionFunds.SingleOrDefault(f => f.FundId == id));
}
else
{
var max_id = from fn in funds
orderby fn.FundId descending
select fn.FundId + 1;
int fund_id = max_id.FirstOrDefault();
ContributionFund f = new ContributionFund
{
FundId = fund_id,
FundName = fund.Name,
FundStatusId = 1,
CreatedDate = DateTime.Now.Date,
CreatedBy = 1,
FundDescription = fund.Name,
NonTaxDeductible = !fund.taxDeductible
};
db.ContributionFunds.InsertOnSubmit(f);
db.SubmitChanges();
return(f);
}
}
private async Task <ActionResult> OneTimeProcess(string paymentToken)
{
var oid = CmsData.API.APIContribution.OneTimeGiftOrgId(CurrentDatabase);
if (oid == null)
{
return(View("OnePageGiving/NotConfigured"));
}
var merchantHandler = GetMerchantHandle(oid.Value);
Payment payment = await _pushpayPayment.GetPayment(paymentToken, merchantHandler);
if (_resolver.TransactionAlreadyImported(payment))
{
ViewBag.Message = "Payment already processed";
return(View("~/Views/Shared/PageError.cshtml"));
}
// determine the batch to put the payment in
BundleHeader bundle;
if (payment.Settlement?.Key.HasValue() == true)
{
bundle = await _resolver.ResolveSettlement(payment.Settlement);
}
else
{
// create a new bundle for each payment not part of a PushPay batch or settlement
bundle = _resolver.CreateBundle(payment.CreatedOn.ToLocalTime(), payment.Amount.Amount, null, null, payment.TransactionId, BundleReferenceIdTypeCode.PushPayStandaloneTransaction);
}
ContributionFund fund = _resolver.ResolveFund(payment.Fund);
int?pid = _resolver.ResolvePersonId(payment.Payer);
_resolver.ResolvePayment(payment, fund, pid, bundle);
_resolver.ResolveTransaction(payment, pid.Value, oid.Value, "Online Giving");
ViewBag.Message = "Thank you, your transaction is complete for Online Giving.";
return(View());
}
public ActionResult Create(string fundid)
{
var id = fundid.ToInt();
if (id == 0)
{
return(Json(new { error = "expected an integer (account number)" }));
}
var f = CurrentDatabase.ContributionFunds.SingleOrDefault(ff => ff.FundId == id);
if (f != null)
{
return(Json(new { error = $"fund already exists: {f.FundName} ({fundid})" }));
}
try
{
f = new ContributionFund
{
FundName = "new fund",
FundId = id,
CreatedBy = Util.UserId1,
CreatedDate = Util.Now,
FundStatusId = 1,
FundTypeId = 1,
FundPledgeFlag = false,
NonTaxDeductible = false
};
CurrentDatabase.ContributionFunds.InsertOnSubmit(f);
CurrentDatabase.SubmitChanges();
return(Json(new { edit = "/Fund/Edit/" + id }));
}
catch (Exception ex)
{
return(Json(new { error = ex.Message }));
}
}
private async Task <ActionResult> OneTimeProcess(Payment payment, int orgId)
{
if (payment != null && !_resolver.TransactionAlreadyImported(payment))
{
// determine the batch to put the payment in
BundleHeader bundle;
if (payment.Settlement?.Key.HasValue() == true)
{
bundle = await _resolver.ResolveSettlement(payment.Settlement);
}
else
{
// create a new bundle for each payment not part of a PushPay batch or settlement
bundle = _resolver.CreateBundle(payment.CreatedOn.ToLocalTime(), payment.Amount.Amount, null, null, payment.TransactionId, BundleReferenceIdTypeCode.PushPayStandaloneTransaction);
}
int?PersonId = _resolver.ResolvePersonId(payment.Payer);
ContributionFund fund = _resolver.ResolveFund(payment.Fund);
Contribution contribution = _resolver.ResolvePayment(payment, fund, PersonId, bundle);
Transaction transaction = _resolver.ResolveTransaction(payment, PersonId.Value, orgId, "Online Giving");
}
ViewBag.Message = "Thank you, your transaction is complete for Online Giving.";
return(View());
}
private void UploadPledges(UploadPeopleRun rt, ExcelPackage pkg)
{
var data = FetchPledgeData(pkg.Workbook.Worksheets["Pledges"]).ToList();
rt.Count = data.Count;
rt.Description = $"Uploading Pledges {(Testing ? "in testing mode" : "for real")}";
rt.Processed = 0;
ProgressDbContext.SubmitChanges();
var weeks = (from g in data
group g by g.Date.Sunday()
into weeklypledges
select weeklypledges).ToList();
BundleHeader bh = null;
foreach (var week in weeks)
{
FinishBundle(JobDbContext, bh);
bh = new BundleHeader
{
BundleHeaderTypeId = BundleTypeCode.Pledge,
BundleStatusId = BundleStatusCode.Closed,
CreatedBy = Util.UserId,
CreatedDate = DateTime.Today,
ContributionDate = week.Key
};
foreach (var pledge in week)
{
var pid = GetPeopleId(pledge);
var f = new ContributionFund {
FundId = 0
};
if (!Testing)
{
if (!pid.HasValue)
{
if (IgnoreMissingGifts)
{
_orphanedPledges.Append($"{pledge.IndividualId} {pledge.Date:d} {pledge.Amount:C}\n");
continue;
}
throw new Exception($"peopleid not found from individualid {pledge.IndividualId}");
}
f = ProgressDbContext.FetchOrCreateFund(pledge.FundId,
pledge.FundName ?? pledge.FundDescription);
f.FundPledgeFlag = true;
}
var bd = new BundleDetail
{
CreatedBy = Util.UserId,
CreatedDate = DateTime.Now,
Contribution = new Contribution
{
CreatedBy = Util.UserId,
CreatedDate = DateTime.Now,
ContributionDate = pledge.Date,
FundId = f.FundId,
ContributionStatusId = 0,
ContributionTypeId = ContributionTypeCode.Pledge,
ContributionAmount = pledge.Amount,
PeopleId = pid,
CheckNo = pledge.CheckNo,
ContributionDesc = pledge.GiftDescription
}
};
bh.BundleDetails.Add(bd);
// save orphaned pledges
if (!Testing)
{
var currentOrphans = JobDbContext.Content("OrphanedPledges", "---", ContentTypeCode.TypeText);
currentOrphans.Body = _orphanedPledges.ToString();
JobDbContext.SubmitChanges();
}
rt.Processed++;
ProgressDbContext.SubmitChanges();
}
}
FinishBundle(JobDbContext, bh);
}
private void UploadPledges(UploadPeopleRun rt, ExcelPackage pkg)
{
//var db = DbUtil.Create(Host);
var data = FetchPledgeData(pkg.Workbook.Worksheets["Pledges"]).ToList();
rt.Count = data.Count;
rt.Description = $"Uploading Pledges {(Testing ? "in testing mode" : "for real")}";
rt.Processed = 0;
Db2.SubmitChanges();
var weeks = (from g in data
group g by g.Date.Sunday() into weeklypledges
select weeklypledges).ToList();
BundleHeader bh = null;
var c = Db2.Content("OrphanedPledges", "---", ContentTypeCode.TypeText);
c.Body = "";
Db2.SubmitChanges();
foreach (var week in weeks)
{
FinishBundle(Db2, bh);
//if (!Testing)
//{
// Db2.Dispose();
// db = DbUtil.Create(Host);
//}
bh = new BundleHeader
{
BundleHeaderTypeId = BundleTypeCode.Pledge,
BundleStatusId = BundleStatusCode.Closed,
CreatedBy = Util.UserId,
CreatedDate = DateTime.Today,
ContributionDate = week.Key,
};
foreach (var pledge in week)
{
var pid = GetPeopleId(pledge);
var f = new ContributionFund {
FundId = 0
};
if (!Testing)
{
if (!pid.HasValue)
{
if (IgnoreMissingGifts)
{
c = Db2.Content("OrphanedPledges");
c.Body += $"{pledge.IndividualId} {pledge.Date:d} {pledge.Amount:C}\n";
Db2.SubmitChanges();
continue;
}
else
{
throw new Exception($"peopleid not found from individualid {pledge.IndividualId}");
}
}
f = Db2.FetchOrCreateFund(pledge.FundId, pledge.FundName ?? pledge.FundDescription);
f.FundPledgeFlag = true;
}
var bd = new BundleDetail();
bd.CreatedBy = Util.UserId;
bd.CreatedDate = DateTime.Now;
bd.Contribution = new Contribution
{
CreatedBy = Util.UserId,
CreatedDate = DateTime.Now,
ContributionDate = pledge.Date,
FundId = f.FundId,
ContributionStatusId = 0,
ContributionTypeId = ContributionTypeCode.Pledge,
ContributionAmount = pledge.Amount,
PeopleId = pid
};
bh.BundleDetails.Add(bd);
rt.Processed++;
Db2.SubmitChanges();
}
}
FinishBundle(Db2, bh);
//if (!Testing)
//{
// DbUtil.Db.Dispose();
//}
}
private async Task <int> RunInternal()
{
int Count = 0;
var organizations = await pushpay.GetOrganizations();
foreach (Organization org in organizations)
{
try
{
int OnPaymentPage = 0;
bool HasPaymentsToProcess = true;
Init(org.Key);
while (HasPaymentsToProcess)
{
PaymentList payments = await pushpay.GetPaymentsForOrganizationSince(org.Key, StartDate, OnPaymentPage);
int PaymentPages = (payments.TotalPages.HasValue ? (int)payments.TotalPages : 1);
foreach (Payment payment in payments.Items)
{
var merchantKey = payment.Recipient.Key;
if (!TransactionAlreadyImported(payment))
{
// determine the batch to put the payment in
BundleHeader bundle;
if (payment.Batch?.Key.HasValue() == true)
{
bundle = await ResolveBatch(payment.Batch, merchantKey);
}
else if (payment.Settlement?.Key.HasValue() == true)
{
bundle = await ResolveSettlement(payment.Settlement);
}
else
{
if (ImportUnreconciled)
{
// create a new bundle for each payment not part of a PushPay batch or settlement
bundle = CreateBundle(payment.CreatedOn.ToLocalTime(), payment.Amount.Amount, null, null, payment.TransactionId, BundleReferenceIdTypeCode.PushPayStandaloneTransaction);
}
else
{
continue;
}
}
Console.WriteLine("Importing payment " + payment.TransactionId);
// resolve the payer, fund, and payment
int?PersonId = ResolvePersonId(payment.Payer);
ContributionFund fund = ResolveFund(payment.Fund);
Contribution contribution = ResolvePayment(payment, fund, PersonId, bundle);
// mark this payment as imported
RecordImportProgress(org, bundle, contribution, payment);
Count++;
}
}
// done with this page of payments, see if there's more
if (PaymentPages > OnPaymentPage + 1)
{
OnPaymentPage++;
}
else
{
HasPaymentsToProcess = false;
}
}
}
catch (Exception e)
{
string timestamp = DateTime.UtcNow.ToString("yyyy-dd-MM-HH-mm-ss-fff");
string exception = $"{org.Key}\n{e.ToString()}";
File.WriteAllText($"PushPay{timestamp}-{db.Host}.txt", exception);
}
}
return(Count);
}