/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="rockContext">The rock context.</param>
/// <param name="modelType">Type of the model.</param>
/// <param name="categoryGuid">The category unique identifier.</param>
/// <param name="entityId">The entity identifier.</param>
/// <param name="changes">The changes.</param>
/// <param name="caption">The caption.</param>
/// <param name="relatedModelType">Type of the related model.</param>
/// <param name="relatedEntityId">The related entity identifier.</param>
/// <param name="commitSave">if set to <c>true</c> [commit save].</param>
/// <param name="modifiedByPersonAliasId">The modified by person alias identifier.</param>
/// <param name="sourceOfChange">The source of change to be recorded on the history record. If this is not provided the RockContext source of change will be used instead.</param>
public static void SaveChanges(RockContext rockContext, Type modelType, Guid categoryGuid, int entityId, History.HistoryChangeList changes, string caption, Type relatedModelType, int?relatedEntityId, bool commitSave = true, int?modifiedByPersonAliasId = null, string sourceOfChange = null)
{
if (changes.Any())
{
changes.ForEach(a => a.SourceOfChange = sourceOfChange ?? rockContext.SourceOfChange);
AddChanges(rockContext, modelType, categoryGuid, entityId, changes, caption, relatedModelType, relatedEntityId, modifiedByPersonAliasId);
if (commitSave)
{
rockContext.SaveChanges();
}
}
}
/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="rockContext">The rock context.</param>
/// <param name="modelType">Type of the model.</param>
/// <param name="categoryGuid">The category unique identifier.</param>
/// <param name="entityId">The entity identifier.</param>
/// <param name="changes">The changes.</param>
/// <param name="caption">The caption.</param>
/// <param name="relatedModelType">Type of the related model.</param>
/// <param name="relatedEntityId">The related entity identifier.</param>
/// <param name="commitSave">if set to <c>true</c> [commit save].</param>
/// <param name="modifiedByPersonAliasId">The modified by person alias identifier.</param>
/// <param name="sourceOfChange">The source of change to be recorded on the history record. If this is not provided the RockContext source of change will be used instead.</param>
public static void SaveChanges(RockContext rockContext, Type modelType, Guid categoryGuid, int entityId, History.HistoryChangeList changes, string caption, Type relatedModelType, int?relatedEntityId, bool commitSave = true, int?modifiedByPersonAliasId = null, string sourceOfChange = null)
{
if (changes.Any())
{
// Set the change source for any entries that do not have one, or for all entries if a source has been supplied as a parameter.
SetHistoryEntriesSourceOfChange(changes, sourceOfChange ?? rockContext.SourceOfChange, sourceOfChange != null);
AddChanges(rockContext, modelType, categoryGuid, entityId, changes, caption, relatedModelType, relatedEntityId, modifiedByPersonAliasId);
if (commitSave)
{
rockContext.SaveChanges();
}
}
}
public bool ParseEndpointResponse(XmlDocument xmlDocument, int BatchId, bool Log = false)
{
var resultX = XDocument.Load(new XmlNodeReader(xmlDocument));
if (Log)
{
var financialBatch = new FinancialBatchService(new RockContext()).Get(BatchId);
var changes = new History.HistoryChangeList();
var oldValue = string.Empty;
var newValue = resultX.ToString();
History.EvaluateChange(changes, "Intacct Response", oldValue, newValue);
var rockContext = new RockContext();
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
BatchId,
changes);
}
});
}
var xResponseXml = resultX.Elements("response").FirstOrDefault();
if (xResponseXml != null)
{
var xOperationXml = xResponseXml.Elements("operation").FirstOrDefault();
if (xOperationXml != null)
{
var xResultXml = xOperationXml.Elements("result").FirstOrDefault();
if (xResultXml != null)
{
var xStatusXml = xResultXml.Elements("status").FirstOrDefault();
if (xStatusXml != null && xStatusXml.Value == "success")
{
return(true);
}
}
}
}
return(false);
}
protected void btnRemoveDateExported_Click(object sender, EventArgs e)
{
if (_financialBatch != null)
{
var rockContext = new RockContext();
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
//
// Open Batch is we Closed it
//
if (GetAttributeValue("CloseBatch").AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Open);
financialBatch.Status = BatchStatus.Open;
}
//
// Remove Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.ShelbyFinancials.DateExported").AsDateTime().ToString();
var newDate = string.Empty;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate);
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.ShelbyFinancials.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.ShelbyFinancials.DateExported", rockContext);
}
Response.Redirect(Request.RawUrl);
}
/// <summary>
/// Method that will be called on an entity immediately after the item is saved
/// </summary>
/// <param name="dbContext">The database context.</param>
public override void PostSaveChanges(Data.DbContext dbContext)
{
if (HistoryChangeList.Any())
{
HistoryService.SaveChanges(( RockContext )dbContext, typeof(FinancialTransaction), Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(), this.TransactionId, HistoryChangeList, true, this.ModifiedByPersonAliasId);
var txn = new FinancialTransactionService(( RockContext )dbContext).GetSelect(this.TransactionId, s => new { s.Id, s.BatchId });
if (txn != null && txn.BatchId != null)
{
var batchHistory = new History.HistoryChangeList();
batchHistory.AddChange(History.HistoryVerb.Modify, History.HistoryChangeType.Record, $"Transaction ID:{txn.Id}");
HistoryService.SaveChanges(( RockContext )dbContext, typeof(FinancialBatch), Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(), txn.BatchId.Value, batchHistory, string.Empty, typeof(FinancialTransaction), this.TransactionId, true, this.ModifiedByPersonAliasId, dbContext.SourceOfChange);
}
}
base.PostSaveChanges(dbContext);
}
/// <summary>
/// This method is called in the
/// <see cref="M:Rock.Data.Model`1.PreSaveChanges(Rock.Data.DbContext,System.Data.Entity.Infrastructure.DbEntityEntry,System.Data.Entity.EntityState)" />
/// method. Use it to populate <see cref="P:Rock.Data.Model`1.HistoryItems" /> if needed.
/// These history items are queued to be written into the database post save (so that they
/// are only written if the save actually occurs).
/// </summary>
/// <param name="dbContext">The database context.</param>
/// <param name="entry">The entry.</param>
/// <param name="state">The state.</param>
protected override void BuildHistoryItems(Data.DbContext dbContext, DbEntityEntry entry, EntityState state)
{
var attributeCache = AttributeCache.Get(AttributeId);
if (attributeCache?.EntityTypeId == null)
{
return;
}
var entityTypeId = attributeCache.EntityTypeId.Value;
var entityId = EntityId;
if (!entityId.HasValue && (entry.State == EntityState.Modified || entry.State == EntityState.Deleted))
{
entityId = entry.OriginalValues["EntityId"].ToStringSafe().AsIntegerOrNull();
}
var caption = attributeCache.Name;
// Check to see if this attribute is for a person or group, and if so, save to history table
var personEntityTypeId = EntityTypeCache.Get(typeof(Person)).Id;
var entityTypesToSaveToHistoryTable = new List <int> {
personEntityTypeId,
EntityTypeCache.Get(typeof(Group)).Id
};
var saveToHistoryTable = entityTypesToSaveToHistoryTable.Contains(entityTypeId);
// If the value is not directly linked to a person or group, it still may be linked through an attribute matrix.
// Matrix attribute changes are only logged here for modify. Add and delete are handled in the AttributeMatrixItem.
if (!saveToHistoryTable && state == EntityState.Modified && IsLikelyWithinMatrix())
{
var rootMatrixAttributeValue = GetRootMatrixAttributeValue();
if (rootMatrixAttributeValue == null)
{
return;
}
var rootMatrixAttributeCache = AttributeCache.Get(rootMatrixAttributeValue.AttributeId);
if (rootMatrixAttributeCache == null || !rootMatrixAttributeCache.EntityTypeId.HasValue)
{
return;
}
saveToHistoryTable = entityTypesToSaveToHistoryTable.Contains(rootMatrixAttributeCache.EntityTypeId.Value);
if (saveToHistoryTable)
{
// Use the values from the root matrix attribute since this is the attribute that ties the
// values to a person or group and are thus more meaningful
entityTypeId = rootMatrixAttributeCache.EntityTypeId.Value;
entityId = rootMatrixAttributeValue.EntityId;
caption = rootMatrixAttributeCache.Name;
}
}
if (!saveToHistoryTable || !entityId.HasValue)
{
return;
}
// We have determined to write to the History table. Now determine what changed.
var oldValue = GetHistoryOldValue(entry);
var newValue = GetHistoryNewValue(state);
if (oldValue == newValue)
{
return;
}
// Evaluate the history change
var formattedOldValue = GetHistoryFormattedValue(oldValue, attributeCache);
var formattedNewValue = GetHistoryFormattedValue(newValue, attributeCache);
var historyChangeList = new History.HistoryChangeList();
History.EvaluateChange(historyChangeList, attributeCache.Name, formattedOldValue, formattedNewValue, attributeCache.FieldType.Field.IsSensitive());
if (!historyChangeList.Any())
{
return;
}
var categoryGuid = entityTypeId == personEntityTypeId?
SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid() :
SystemGuid.Category.HISTORY_GROUP_CHANGES.AsGuid();
HistoryItems = HistoryService.GetChanges(
entityTypeId == personEntityTypeId ? typeof(Person) : typeof(Group),
categoryGuid,
entityId.Value,
historyChangeList,
caption,
typeof(Attribute),
AttributeId,
dbContext.GetCurrentPersonAlias()?.Id,
dbContext.SourceOfChange);
}
/// <summary>
/// Processes the NCOA results: Mark all individual move addresses as previous, add the new address as current; and processed.
/// If minMoveDistance is specified, mark the individual as inactive if the individual moved further than the specified distance.
/// </summary>
/// <param name="inactiveReason">The inactive reason.</param>
/// <param name="minMoveDistance">The minimum move distance.</param>
/// <param name="homeValueId">The home value identifier.</param>
/// <param name="previousValueId">The previous value identifier.</param>
private void ProcessNcoaResultsIndividualMove(DefinedValueCache inactiveReason, decimal?minMoveDistance, int?homeValueId, int?previousValueId)
{
List <int> ncoaIds = null;
// Process 'Move' NCOA Types (For the remaining Individual move types that weren't updated with the family move)
using (var rockContext = new RockContext())
{
ncoaIds = new NcoaHistoryService(rockContext)
.Queryable().AsNoTracking()
.Where(n =>
n.Processed == Processed.NotProcessed &&
n.NcoaType == NcoaType.Move &&
n.MoveType == MoveType.Individual)
.Select(n => n.Id)
.ToList();
}
foreach (int id in ncoaIds)
{
using (var rockContext = new RockContext())
{
// Get the NCOA record and make sure it still hasn't been processed
var ncoaHistory = new NcoaHistoryService(rockContext).Get(id);
if (ncoaHistory != null && ncoaHistory.Processed == Processed.NotProcessed)
{
var ncoaHistoryService = new NcoaHistoryService(rockContext);
var groupMemberService = new GroupMemberService(rockContext);
var personAliasService = new PersonAliasService(rockContext);
var groupService = new GroupService(rockContext);
var groupLocationService = new GroupLocationService(rockContext);
var locationService = new LocationService(rockContext);
var personService = new PersonService(rockContext);
var changes = new History.HistoryChangeList();
// Default the status to requiring a manual update (we might change this though)
ncoaHistory.Processed = Processed.ManualUpdateRequired;
// Find the existing family
var family = groupService.Get(ncoaHistory.FamilyId);
// If there's only one person in the family
if (family.Members.Count == 1)
{
// And that person is the same as the move record's person then we can process it.
var personAlias = personAliasService.Get(ncoaHistory.PersonAliasId);
var familyMember = family.Members.First();
if (personAlias != null && familyMember.PersonId == personAlias.PersonId)
{
// If were able to mark their existing address as previous and add a new updated Home address,
// then set the status to complete (otherwise leave it as needing a manual update).
var previousGroupLocation = MarkAsPreviousLocation(ncoaHistory, groupLocationService, previousValueId, changes);
if (previousGroupLocation != null)
{
if (AddNewHomeLocation(ncoaHistory, locationService, groupLocationService, homeValueId, changes, previousGroupLocation.IsMailingLocation, previousGroupLocation.IsMappedLocation))
{
ncoaHistory.Processed = Processed.Complete;
// Look for any other moves for the same person to same address, and set their process to complete also
foreach (var ncoaIndividual in ncoaHistoryService
.Queryable().Where(n =>
n.Processed == Processed.NotProcessed &&
n.NcoaType == NcoaType.Move &&
n.MoveType == MoveType.Individual &&
n.PersonAliasId == ncoaHistory.PersonAliasId &&
n.Id != ncoaHistory.Id &&
n.UpdatedStreet1 == ncoaHistory.UpdatedStreet1))
{
ncoaIndividual.Processed = Processed.Complete;
}
// If there were any changes, write to history and check to see if person should be inactivated
if (changes.Any())
{
if (ncoaHistory.MoveDistance.HasValue && minMoveDistance.HasValue &&
ncoaHistory.MoveDistance.Value >= minMoveDistance.Value)
{
History.HistoryChangeList personChanges;
personService.InactivatePerson(familyMember.Person, inactiveReason,
$"Received a Change of Address (NCOA) notice that was for more than {minMoveDistance} miles away.", out personChanges);
if (personChanges.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
familyMember.PersonId,
personChanges,
false);
}
}
HistoryService.SaveChanges(
rockContext,
typeof(Person),
SystemGuid.Category.HISTORY_PERSON_FAMILY_CHANGES.AsGuid(),
familyMember.PersonId,
changes,
family.Name,
typeof(Group),
family.Id,
false);
}
}
}
}
}
rockContext.SaveChanges();
}
}
}
}
protected void btnExportToIntacct_Click(object sender, EventArgs e)
{
if (_financialBatch != null)
{
if (GetAttributeValue(AttributeKey.ExportMode) == "OtherReceipt")
{
//
// Capture ddl values as user preferences
//
SetBlockUserPreference("ReceiptAccountType", ddlReceiptAccountType.SelectedValue ?? "");
SetBlockUserPreference("PaymentMethod", ddlPaymentMethods.SelectedValue ?? "");
}
if (_intacctAuth == null)
{
_intacctAuth = GetIntactAuth();
}
//
// Create Intacct Journal XML and Post to Intacct
//
var endpoint = new IntacctEndpoint();
var debugLava = GetAttributeValue(AttributeKey.EnableDebug);
var postXml = new System.Xml.XmlDocument();
if (GetAttributeValue(AttributeKey.ExportMode) == "JournalEntry")
{
var journal = new IntacctJournal();
postXml = journal.CreateJournalEntryXML(_intacctAuth, _financialBatch.Id, GetAttributeValue(AttributeKey.JournalId), ref debugLava, GetAttributeValue(AttributeKey.JournalMemoLava));
}
else // Export Mode is Other Receipt
{
var otherReceipt = new IntacctOtherReceipt();
string bankAccountId = null;
string undepFundAccount = null;
if (ddlReceiptAccountType.SelectedValue == "BankAccount")
{
SetBlockUserPreference("BankAccountId", ddlBankAccounts.SelectedValue ?? "");
bankAccountId = ddlBankAccounts.SelectedValue;
}
else
{
undepFundAccount = GetAttributeValue(AttributeKey.UndepositedFundsAccount);
}
postXml = otherReceipt.CreateOtherReceiptXML(_intacctAuth, _financialBatch.Id, ref debugLava, ( PaymentMethod )ddlPaymentMethods.SelectedValue.AsInteger(), bankAccountId, undepFundAccount, GetAttributeValue(AttributeKey.JournalMemoLava));
}
var resultXml = endpoint.PostToIntacct(postXml);
var success = endpoint.ParseEndpointResponse(resultXml, _financialBatch.Id, GetAttributeValue(AttributeKey.LogResponse).AsBoolean());
if (success)
{
var rockContext = new RockContext();
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
Session["IntacctDebugLava"] = debugLava;
//
// Close Batch if we're supposed to
//
if (GetAttributeValue(AttributeKey.CloseBatch).AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.Intacct.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.Intacct.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.Intacct.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
protected void btnExportToIntacct_Click(object sender, EventArgs e)
{
if (_financialBatch != null)
{
//
// Get Intacct Auth
//
var intacctAuth = new IntacctAuth()
{
SenderId = Encryption.DecryptString(GetAttributeValue("SenderId")),
SenderPassword = Encryption.DecryptString(GetAttributeValue("SenderPassword")),
CompanyId = Encryption.DecryptString(GetAttributeValue("CompanyId")),
UserId = Encryption.DecryptString(GetAttributeValue("UserId")),
UserPassword = Encryption.DecryptString(GetAttributeValue("UserPassword")),
LocationId = Encryption.DecryptString(GetAttributeValue("LocationId"))
};
//
// Create Intacct Journal XML and Post to Intacct
//
var journal = new IntacctJournal();
var endpoint = new IntacctEndpoint();
var debugLava = GetAttributeValue("EnableDebug");
var postXml = journal.CreateJournalEntryXML(intacctAuth, _financialBatch.Id, GetAttributeValue("JournalId"), ref debugLava, GetAttributeValue("JournalMemoLava"));
var resultXml = endpoint.PostToIntacct(postXml);
var success = endpoint.ParseEndpointResponse(resultXml, _financialBatch.Id, GetAttributeValue("LogResponse").AsBoolean());
if (success)
{
var rockContext = new RockContext();
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
Session["IntacctDebugLava"] = debugLava;
//
// Close Batch if we're supposed to
//
if (GetAttributeValue("CloseBatch").AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.Intacct.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.Intacct.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.Intacct.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
/// <summary>
/// Handles the Click event of the lbSave 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 lbSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
rockContext.WrapTransaction(() =>
{
if (contextEntity is Person)
{
var personService = new PersonService(rockContext);
var changes = new History.HistoryChangeList();
var _person = personService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _person.ForeignKey, tbForeignKey.Text);
_person.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _person.ForeignGuid.ToString(), tbForeignGuid.Text);
_person.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _person.ForeignId.ToString(), tbForeignId.Text);
_person.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
Rock.SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
_person.Id,
changes);
}
}
}
else if (contextEntity is FinancialAccount)
{
var accountService = new FinancialAccountService(rockContext);
var _account = accountService.Get(contextEntity.Id);
_account.ForeignKey = tbForeignKey.Text;
_account.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_account.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is FinancialBatch)
{
var batchService = new FinancialBatchService(rockContext);
var changes = new History.HistoryChangeList();
var _batch = batchService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _batch.ForeignKey, tbForeignKey.Text);
_batch.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _batch.ForeignGuid.ToString(), tbForeignGuid.Text);
_batch.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _batch.ForeignId.ToString(), tbForeignId.Text);
_batch.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
_batch.Id,
changes);
}
}
}
else if (contextEntity is FinancialPledge)
{
var pledgeService = new FinancialPledgeService(rockContext);
var _pledge = pledgeService.Get(contextEntity.Id);
_pledge.ForeignKey = tbForeignKey.Text;
_pledge.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_pledge.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is FinancialTransaction)
{
var transactionService = new FinancialTransactionService(rockContext);
var changes = new History.HistoryChangeList();
var _transaction = transactionService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _transaction.ForeignKey, tbForeignKey.Text);
_transaction.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _transaction.ForeignGuid.ToString(), tbForeignGuid.Text);
_transaction.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _transaction.ForeignId.ToString(), tbForeignId.Text);
_transaction.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialTransaction),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
_transaction.Id,
changes);
}
}
}
else if (contextEntity is FinancialScheduledTransaction)
{
var transactionScheduledService = new FinancialScheduledTransactionService(rockContext);
var _scheduledTransaction = transactionScheduledService.Get(contextEntity.Id);
_scheduledTransaction.ForeignKey = tbForeignKey.Text;
_scheduledTransaction.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_scheduledTransaction.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is Group)
{
var groupService = new GroupService(rockContext);
var _group = groupService.Get(contextEntity.Id);
_group.ForeignKey = tbForeignKey.Text;
_group.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_group.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is GroupMember)
{
var groupMemberService = new GroupMemberService(rockContext);
var changes = new History.HistoryChangeList();
var _groupMember = groupMemberService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _groupMember.ForeignKey, tbForeignKey.Text);
_groupMember.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _groupMember.ForeignGuid.ToString(), tbForeignGuid.Text);
_groupMember.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _groupMember.ForeignId.ToString(), tbForeignId.Text);
_groupMember.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(GroupMember),
Rock.SystemGuid.Category.HISTORY_PERSON_GROUP_MEMBERSHIP.AsGuid(),
_groupMember.Id,
changes);
}
}
}
else if (contextEntity is Metric)
{
var metricService = new MetricService(rockContext);
var _metric = metricService.Get(contextEntity.Id);
_metric.ForeignKey = tbForeignKey.Text;
_metric.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_metric.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is Location)
{
var locationService = new LocationService(rockContext);
var _location = locationService.Get(contextEntity.Id);
_location.ForeignKey = tbForeignKey.Text;
_location.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_location.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is PrayerRequest)
{
var prayerRequestService = new PrayerRequestService(rockContext);
var _request = prayerRequestService.Get(contextEntity.Id);
_request.ForeignKey = tbForeignKey.Text;
_request.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_request.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is ContentChannel)
{
var contentChannelService = new ContentChannelService(rockContext);
var _channel = contentChannelService.Get(contextEntity.Id);
_channel.ForeignKey = tbForeignKey.Text;
_channel.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_channel.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is ContentChannelItem)
{
var contentChannelItemService = new ContentChannelItemService(rockContext);
var _item = contentChannelItemService.Get(contextEntity.Id);
_item.ForeignKey = tbForeignKey.Text;
_item.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_item.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
});
Page.Response.Redirect(Page.Request.Url.ToString(), true);
}
/// <summary>
/// Handles the Click event of the btnEdit 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 btnConnect_Click(object sender, EventArgs e)
{
using (var rockContext = new RockContext())
{
var opportunityService = new ConnectionOpportunityService(rockContext);
var connectionRequestService = new ConnectionRequestService(rockContext);
var personService = new PersonService(rockContext);
// Get the opportunity and default status
int opportunityId = PageParameter("OpportunityId").AsInteger();
var opportunity = opportunityService
.Queryable()
.Where(o => o.Id == opportunityId)
.FirstOrDefault();
int defaultStatusId = opportunity.ConnectionType.ConnectionStatuses
.Where(s => s.IsDefault)
.Select(s => s.Id)
.FirstOrDefault();
// If opportunity is valid and has a default status
if (opportunity != null && defaultStatusId > 0)
{
Person person = null;
string firstName = tbFirstName.Text.Trim();
string lastName = tbLastName.Text.Trim();
DateTime?birthdate = bpBirthdate.SelectedDate;
string email = tbEmail.Text.Trim();
int? campusId = cpCampus.SelectedCampusId;
// if a person guid was passed in from the query string use that
if (RockPage.PageParameter("PersonGuid") != null && !string.IsNullOrWhiteSpace(RockPage.PageParameter("PersonGuid")))
{
Guid?personGuid = RockPage.PageParameter("PersonGuid").AsGuidOrNull();
if (personGuid.HasValue)
{
person = personService.Get(personGuid.Value);
}
}
else if (CurrentPerson != null &&
CurrentPerson.LastName.Equals(lastName, StringComparison.OrdinalIgnoreCase) &&
(CurrentPerson.NickName.Equals(firstName, StringComparison.OrdinalIgnoreCase) || CurrentPerson.FirstName.Equals(firstName, StringComparison.OrdinalIgnoreCase)) &&
CurrentPerson.Email.Equals(email, StringComparison.OrdinalIgnoreCase))
{
// If the name and email entered are the same as current person (wasn't changed), use the current person
person = personService.Get(CurrentPerson.Id);
}
else
{
List <Person> personMatches = new List <Person>();
if (Assembly.GetExecutingAssembly().GetReferencedAssemblies()
.FirstOrDefault(c => c.FullName == "org.secc.PersonMatch") != null)
{
var assembly = Assembly.Load("org.secc.PersonMatch");
if (assembly != null)
{
Type type = assembly.GetExportedTypes().Where(et => et.FullName == "org.secc.PersonMatch.Extension").FirstOrDefault();
if (type != null)
{
var matchMethod = type.GetMethod("GetByMatch");
personMatches = ((IEnumerable <Person>)matchMethod.Invoke(null, new object[] { personService, firstName, lastName, birthdate, email, null, null, null })).ToList();
}
}
}
else
{
personMatches = personService.FindPersons(firstName, lastName, email).ToList();
if (bpBirthdate.Visible)
{
personMatches = personMatches.Where(p => p.BirthDate == birthdate).ToList();
}
}
if (personMatches.Count() == 1 &&
personMatches.First().Email != null &&
email.ToLower().Trim() == personMatches.First().Email.ToLower().Trim())
{
// If one person with same name and email address exists, use that person
person = personMatches.First();
}
}
// If person was not found, create a new one
if (person == null)
{
// If a match was not found, create a new person
var dvcConnectionStatus = DefinedValueCache.Get(GetAttributeValue("ConnectionStatus").AsGuid());
var dvcRecordStatus = DefinedValueCache.Get(GetAttributeValue("RecordStatus").AsGuid());
person = new Person();
person.FirstName = firstName;
person.LastName = lastName;
person.IsEmailActive = true;
person.SetBirthDate(birthdate);
person.Email = email;
person.EmailPreference = EmailPreference.EmailAllowed;
person.RecordTypeValueId = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON.AsGuid()).Id;
if (dvcConnectionStatus != null)
{
person.ConnectionStatusValueId = dvcConnectionStatus.Id;
}
if (dvcRecordStatus != null)
{
person.RecordStatusValueId = dvcRecordStatus.Id;
}
PersonService.SaveNewPerson(person, rockContext, campusId, false);
person = personService.Get(person.Id);
}
// If there is a valid person with a primary alias, continue
if (person != null && person.PrimaryAliasId.HasValue)
{
var changes = new History.HistoryChangeList();
if (pnHome.Visible)
{
SavePhone(pnHome, person, _homePhone.Guid, changes);
}
if (pnMobile.Visible)
{
SavePhone(pnMobile, person, _cellPhone.Guid, changes);
}
// Save the DOB
if (bpBirthdate.Visible && bpBirthdate.SelectedDate.HasValue && bpBirthdate.SelectedDate != person.BirthDate)
{
person.BirthDay = bpBirthdate.SelectedDate.Value.Day;
person.BirthMonth = bpBirthdate.SelectedDate.Value.Month;
person.BirthYear = bpBirthdate.SelectedDate.Value.Year;
}
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
Rock.SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
person.Id,
changes);
}
// Now that we have a person, we can create the connection requests
int RepeaterIndex = 0;
foreach (ConnectionRoleRequest roleRequest in RoleRequests)
{
var connectionRequest = new ConnectionRequest();
connectionRequest.PersonAliasId = person.PrimaryAliasId.Value;
connectionRequest.Comments = tbComments.Text.Trim();
connectionRequest.ConnectionOpportunityId = opportunity.Id;
connectionRequest.ConnectionState = ConnectionState.Active;
connectionRequest.ConnectionStatusId = defaultStatusId;
connectionRequest.CampusId = campusId;
connectionRequest.ConnectorPersonAliasId = opportunity.GetDefaultConnectorPersonAliasId(campusId);
if (campusId.HasValue &&
opportunity != null &&
opportunity.ConnectionOpportunityCampuses != null)
{
var campus = opportunity.ConnectionOpportunityCampuses
.Where(c => c.CampusId == campusId.Value)
.FirstOrDefault();
if (campus != null)
{
connectionRequest.ConnectorPersonAliasId = campus.DefaultConnectorPersonAliasId;
}
}
var hdnGroupId = (( HiddenField )(rptGroupRoleAttributes.Items[RepeaterIndex].FindControl("hdnGroupId")));
var hdnGroupRoleTypeId = (( HiddenField )(rptGroupRoleAttributes.Items[RepeaterIndex].FindControl("hdnGroupRoleTypeId")));
if (hdnGroupId.Value.AsInteger() > 0 && hdnGroupRoleTypeId.Value.AsInteger() > 0)
{
connectionRequest.AssignedGroupId = hdnGroupId.Value.AsInteger();
connectionRequest.AssignedGroupMemberRoleId = hdnGroupRoleTypeId.Value.AsInteger();
var groupConfig = opportunity.ConnectionOpportunityGroupConfigs.Where(gc => gc.GroupMemberRoleId == hdnGroupRoleTypeId.Value.AsInteger()).FirstOrDefault();
connectionRequest.AssignedGroupMemberStatus = groupConfig.GroupMemberStatus;
}
var connectionAttributes = GetGroupMemberAttributes(rockContext, RepeaterIndex);
if (connectionAttributes != null && connectionAttributes.Keys.Any())
{
var connectionDictionary = new Dictionary <string, string>();
foreach (var kvp in connectionAttributes)
{
connectionDictionary.Add(kvp.Key, kvp.Value.Value);
}
connectionRequest.AssignedGroupMemberAttributeValues = connectionDictionary.ToJson();
}
if (!connectionRequest.IsValid)
{
// Controls will show warnings
return;
}
connectionRequestService.Add(connectionRequest);
RepeaterIndex++;
}
rockContext.SaveChanges();
var mergeFields = new Dictionary <string, object>();
mergeFields.Add("Opportunity", new ConnectionOpportunityService(rockContext).Get(PageParameter("OpportunityId").AsInteger()));
mergeFields.Add("CurrentPerson", CurrentPerson);
mergeFields.Add("Person", person);
lResponseMessage.Text = GetAttributeValue("LavaTemplate").ResolveMergeFields(mergeFields);
lResponseMessage.Visible = true;
if ((( LinkButton )sender).Text == "Connect and Add Another")
{
ShowDetail(opportunityId, true);
AddGroupMemberAttributes(rockContext);
pnlSignup.Visible = true;
}
else
{
pnlSignup.Visible = false;
}
}
}
}
}
/// <summary>
/// This method is called in the
/// <see cref="M:Rock.Data.Model`1.PreSaveChanges(Rock.Data.DbContext,System.Data.Entity.Infrastructure.DbEntityEntry,System.Data.Entity.EntityState)" />
/// method. Use it to populate <see cref="P:Rock.Data.Model`1.HistoryItems" /> if needed.
/// These history items are queued to be written into the database post save (so that they
/// are only written if the save actually occurs).
/// </summary>
/// <param name="dbContext">The database context.</param>
/// <param name="entry">The entry.</param>
/// <param name="state">The state.</param>
protected override void BuildHistoryItems(Data.DbContext dbContext, DbEntityEntry entry, EntityState state)
{
/*
* 12/18/2019 BJW
*
* We want to log the history of attribute values within a person matrix. Most of this logging occurs from
* the attribute value model. However, when a matrix item (row in the table) is deleted, the pre-save event
* of the attribute values is not called. Therefore, the delete event needs to be logged here. Additionally,
* when the matrix item is added, the history is much cleaner when added here so that all the values of the
* row are consolidated to one history item. Modified state is not possible to log here because the
* matrix item is not actually modified when its attributes change.
*
* Task: https://app.asana.com/0/1120115219297347/1136643182208595/f
*/
if (state != EntityState.Deleted && state != EntityState.Added)
{
return;
}
var rockContext = new RockContext();
var matrixId = AttributeMatrixId != default ?
AttributeMatrixId :
entry.OriginalValues["AttributeMatrixId"].ToStringSafe().AsIntegerOrNull();
var matrix = AttributeMatrix;
if (matrix == null && matrixId.HasValue)
{
var matrixService = new AttributeMatrixService(rockContext);
matrix = matrixService.Queryable().AsNoTracking().FirstOrDefault(am => am.Id == matrixId);
}
if (matrix == null)
{
return;
}
// The root attribute matrix attribute value is linked to the matrix by the guid as the attribute value
var matrixGuidString = matrix.Guid.ToString();
var personEntityTypeId = EntityTypeCache.Get(typeof(Person)).Id;
var attributeValueService = new AttributeValueService(rockContext);
var rootAttributeValue = attributeValueService.Queryable().AsNoTracking().FirstOrDefault(av =>
av.Value.Equals(matrixGuidString, System.StringComparison.OrdinalIgnoreCase) &&
av.Attribute.EntityTypeId == personEntityTypeId
);
if (rootAttributeValue?.EntityId == null)
{
return;
}
var rootAttributeCache = AttributeCache.Get(rootAttributeValue.AttributeId);
if (rootAttributeCache == null)
{
return;
}
// Evaluate the history changes
var historyChangeList = new History.HistoryChangeList();
if (AttributeValues == null || !AttributeValues.Any())
{
this.LoadAttributes();
}
var isDelete = state == EntityState.Deleted;
foreach (var attributeValue in AttributeValues.Values)
{
var attributeCache = AttributeCache.Get(attributeValue.AttributeId);
var formattedOldValue = isDelete ? GetHistoryFormattedValue(attributeValue.Value, attributeCache) : string.Empty;
var formattedNewValue = isDelete ? string.Empty : GetHistoryFormattedValue(attributeValue.Value, attributeCache);
History.EvaluateChange(historyChangeList, attributeCache.Name, formattedOldValue, formattedNewValue, attributeCache.FieldType.Field.IsSensitive());
}
if (!historyChangeList.Any())
{
historyChangeList.AddChange(
isDelete ? History.HistoryVerb.Delete : History.HistoryVerb.Add,
History.HistoryChangeType.Record,
$"{rootAttributeCache.Name} Item");
}
HistoryItems = HistoryService.GetChanges(
typeof(Person),
SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
rootAttributeValue.EntityId.Value,
historyChangeList,
rootAttributeCache.Name,
typeof(Attribute),
rootAttributeCache.Id,
dbContext.GetCurrentPersonAlias()?.Id,
dbContext.SourceOfChange);
}
/// <summary>
/// Processes the NCOA results: Mark all family move addresses as previous, add the new address as current; and processed.
/// If minMoveDistance is specified, mark the family as inactive if the family moved further than the specified distance.
/// </summary>
/// <param name="inactiveReason">The inactive reason.</param>
/// <param name="minMoveDistance">The minimum move distance.</param>
/// <param name="homeValueId">The home value identifier.</param>
/// <param name="previousValueId">The previous value identifier.</param>
private void ProcessNcoaResultsFamilyMove(DefinedValueCache inactiveReason, decimal?minMoveDistance, int?homeValueId, int?previousValueId)
{
List <int> ncoaIds = null;
// Process 'Move' NCOA Types (The 'Family' move types will be processed first)
using (var rockContext = new RockContext())
{
ncoaIds = new NcoaHistoryService(rockContext)
.Queryable().AsNoTracking()
.Where(n =>
n.Processed == Processed.NotProcessed &&
n.NcoaType == NcoaType.Move &&
n.MoveType == MoveType.Family)
.Select(n => n.Id)
.ToList();
}
foreach (int id in ncoaIds)
{
using (var rockContext = new RockContext())
{
// Get the NCOA record and make sure it still hasn't been processed
var ncoaHistory = new NcoaHistoryService(rockContext).Get(id);
if (ncoaHistory != null && ncoaHistory.Processed == Processed.NotProcessed)
{
var ncoaHistoryService = new NcoaHistoryService(rockContext);
var groupService = new GroupService(rockContext);
var groupLocationService = new GroupLocationService(rockContext);
var locationService = new LocationService(rockContext);
var personService = new PersonService(rockContext);
var familyChanges = new History.HistoryChangeList();
ncoaHistory.Processed = Processed.ManualUpdateRequired;
// If we're able to mark the existing address as previous and successfully create a new home address..
var previousGroupLocation = MarkAsPreviousLocation(ncoaHistory, groupLocationService, previousValueId, familyChanges);
if (previousGroupLocation != null)
{
if (AddNewHomeLocation(ncoaHistory, locationService, groupLocationService, homeValueId, familyChanges, previousGroupLocation.IsMailingLocation, previousGroupLocation.IsMappedLocation))
{
// set the status to 'Complete'
ncoaHistory.Processed = Processed.Complete;
// Look for any other moves for the same family and to same address, and set their status to complete as well
foreach (var ncoaIndividual in ncoaHistoryService
.Queryable().Where(n =>
n.Processed == Processed.NotProcessed &&
n.NcoaType == NcoaType.Move &&
n.FamilyId == ncoaHistory.FamilyId &&
n.Id != ncoaHistory.Id &&
n.UpdatedStreet1 == ncoaHistory.UpdatedStreet1))
{
ncoaIndividual.Processed = Processed.Complete;
}
// If there were any changes, write to history and check to see if person should be inactivated
if (familyChanges.Any())
{
var family = groupService.Get(ncoaHistory.FamilyId);
if (family != null)
{
foreach (var fm in family.Members)
{
if (ncoaHistory.MoveDistance.HasValue && minMoveDistance.HasValue &&
ncoaHistory.MoveDistance.Value >= minMoveDistance.Value)
{
History.HistoryChangeList personChanges;
personService.InactivatePerson(fm.Person, inactiveReason,
$"Received a Change of Address (NCOA) notice that was for more than {minMoveDistance} miles away.", out personChanges);
if (personChanges.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
fm.PersonId,
personChanges,
false);
}
}
HistoryService.SaveChanges(
rockContext,
typeof(Person),
SystemGuid.Category.HISTORY_PERSON_FAMILY_CHANGES.AsGuid(),
fm.PersonId,
familyChanges,
family.Name,
typeof(Group),
family.Id,
false);
}
}
}
}
}
rockContext.SaveChanges();
}
}
}
}
protected void btnExportToShelbyFinancials_Click(object sender, EventArgs e)
{
Session["JournalType"] = ddlJournalType.SelectedValue;
Session["AccountingPeriod"] = tbAccountingPeriod.Text;
if (_financialBatch != null)
{
var rockContext = new RockContext();
var sfJournal = new SFJournal();
var journalCode = ddlJournalType.SelectedValue;
var period = tbAccountingPeriod.Text.AsInteger();
var debugLava = GetAttributeValue("EnableDebug");
var items = sfJournal.GetGLExcelLines(rockContext, _financialBatch, journalCode, period, ref debugLava, GetAttributeValue("JournalDescriptionLava"));
if (items.Count > 0)
{
var excel = sfJournal.GLExcelExport(items);
Session["ShelbyFinancialsExcelExport"] = excel;
Session["ShelbyFinancialsFileId"] = _financialBatch.Id.ToString();
Session["ShelbyFinancialsDebugLava"] = debugLava;
//
// vars we need to know
//
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
//
// Close Batch if we're supposed to
//
if (GetAttributeValue("CloseBatch").AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.ShelbyFinancials.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.ShelbyFinancials.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.ShelbyFinancials.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
/// <summary>
/// Handles the ItemCommand event of the rptNcoaResults control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RepeaterCommandEventArgs"/> instance containing the event data.</param>
protected void rptNcoaResults_ItemCommand(object sender, RepeaterCommandEventArgs e)
{
var ncoaHistoryId = e.CommandArgument.ToStringSafe().AsIntegerOrNull();
if (!ncoaHistoryId.HasValue)
{
return;
}
if (e.CommandName == "MarkAddressAsPrevious")
{
using (var rockContext = new RockContext())
{
var ncoaHistory = new NcoaHistoryService(rockContext).Get(ncoaHistoryId.Value);
if (ncoaHistory != null)
{
var groupService = new GroupService(rockContext);
var groupLocationService = new GroupLocationService(rockContext);
var changes = new History.HistoryChangeList();
Ncoa ncoa = new Ncoa();
var previousValue = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_PREVIOUS.AsGuid());
int? previousValueId = previousValue == null ? ( int? )null : previousValue.Id;
var previousGroupLocation = ncoa.MarkAsPreviousLocation(ncoaHistory, groupLocationService, previousValueId, changes);
if (previousGroupLocation != null)
{
ncoaHistory.Processed = Processed.Complete;
// If there were any changes, write to history
if (changes.Any())
{
var family = groupService.Get(ncoaHistory.FamilyId);
if (family != null)
{
foreach (var fm in family.Members)
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
Rock.SystemGuid.Category.HISTORY_PERSON_FAMILY_CHANGES.AsGuid(),
fm.PersonId,
changes,
family.Name,
typeof(Group),
family.Id,
false);
}
}
}
}
}
rockContext.SaveChanges();
}
}
else if (e.CommandName == "MarkProcessed")
{
using (RockContext rockContext = new RockContext())
{
var ncoa = (new NcoaHistoryService(rockContext)).Get(ncoaHistoryId.Value);
ncoa.Processed = Processed.Complete;
rockContext.SaveChanges();
}
}
NcoaResults_BlockUpdated(null, null);
}
protected void SaveDetails()
{
var checkValue = false;
CheckBox check = ( CheckBox )fsAttributes.FindControl("SimpleCheckBox");
if (check != null && check.Checked)
{
checkValue = true;
}
IHasAttributes entity = ContextEntity() as IHasAttributes;
var rockContext = new RockContext();
var sourceAttributeKey = GetAttributeValue("SourceEntityAttributeKey");
var sourceAttributeValue = entity.GetAttributeValue(sourceAttributeKey);
var attributeService = new AttributeService(rockContext);
var targetAttribute = attributeService.GetByGuids(new List <Guid>()
{
sourceAttributeValue.AsGuid()
}).ToList().FirstOrDefault();
int personEntityTypeId = EntityTypeCache.Get(typeof(Person)).Id;
var changes = new History.HistoryChangeList();
var attribute = AttributeCache.Get(targetAttribute);
if (CurrentPerson != null)
{
Control attributeControl = fsAttributes.FindControl(string.Format("attribute_field_{0}", attribute.Id));
if (GetAttributeValue("CheckboxMode").AsBoolean(false) || attributeControl != null)
{
string originalValue = CurrentPerson.GetAttributeValue(attribute.Key);
string newValue = string.Empty;
if (GetAttributeValue("CheckboxMode").AsBoolean(false))
{
var valueMode = GetAttributeValue("CheckboxAttributeValueMode");
if (valueMode == "Date")
{
if (checkValue)
{
newValue = RockDateTime.Now.ToString();
}
else
{
newValue = string.Empty;
}
}
else if (valueMode == "Boolean")
{
if (checkValue)
{
newValue = "True";
}
else
{
newValue = "False";
}
}
}
else
{
newValue = attribute.FieldType.Field.GetEditValue(attributeControl, attribute.QualifierValues);
}
Rock.Attribute.Helper.SaveAttributeValue(CurrentPerson, attribute, newValue, rockContext);
// Check for changes to write to history
if ((originalValue ?? string.Empty).Trim() != (newValue ?? string.Empty).Trim())
{
string formattedOriginalValue = string.Empty;
if (!string.IsNullOrWhiteSpace(originalValue))
{
formattedOriginalValue = attribute.FieldType.Field.FormatValue(null, originalValue, attribute.QualifierValues, false);
}
string formattedNewValue = string.Empty;
if (!string.IsNullOrWhiteSpace(newValue))
{
formattedNewValue = attribute.FieldType.Field.FormatValue(null, newValue, attribute.QualifierValues, false);
}
History.EvaluateChange(changes, attribute.Name, formattedOriginalValue, formattedNewValue, attribute.FieldType.Field.IsSensitive());
}
}
}
if (changes.Any())
{
HistoryService.SaveChanges(rockContext, typeof(Person), Rock.SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
CurrentPerson.Id, changes);
}
string linkedPage = GetAttributeValue("RedirectPage");
if (string.IsNullOrWhiteSpace(linkedPage))
{
ShowDetails();
}
else
{
var pageParams = new Dictionary <string, string>();
pageParams.Add("av", "updated");
var pageReference = new Rock.Web.PageReference(linkedPage, pageParams);
Response.Redirect(pageReference.BuildUrl(), false);
}
}
protected void btnExportToFinancialEdge_Click(object sender, EventArgs e)
{
if (_financialBatch != null)
{
var rockContext = new RockContext();
var feJournal = new FEJournal();
var items = feJournal.GetGlEntries(rockContext, _financialBatch, GetAttributeValue("JournalType"));
if (items.Count > 0)
{
//
// Set session for export file
//
feJournal.SetFinancialEdgeSessions(items, _financialBatch.Id.ToString());
//
// vars we need now
//
var financialBatch = new FinancialBatchService(rockContext).Get(_batchId);
var changes = new History.HistoryChangeList();
//
// Close Batch if we're supposed to
//
if (GetAttributeValue("CloseBatch").AsBoolean())
{
History.EvaluateChange(changes, "Status", financialBatch.Status, BatchStatus.Closed);
financialBatch.Status = BatchStatus.Closed;
}
//
// Set Date Exported
//
financialBatch.LoadAttributes();
var oldDate = financialBatch.GetAttributeValue("rocks.kfs.FinancialEdge.DateExported");
var newDate = RockDateTime.Now;
History.EvaluateChange(changes, "Date Exported", oldDate, newDate.ToString());
//
// Save the changes
//
rockContext.WrapTransaction(() =>
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
financialBatch.Id,
changes);
}
});
financialBatch.SetAttributeValue("rocks.kfs.FinancialEdge.DateExported", newDate);
financialBatch.SaveAttributeValue("rocks.kfs.FinancialEdge.DateExported", rockContext);
}
}
Response.Redirect(Request.RawUrl);
}
/// <summary>
/// Handles the Click event of the lbSave 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 lbSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
var changes = new History.HistoryChangeList();
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
changes.AddChange(History.HistoryVerb.Add, History.HistoryChangeType.Record, "Batch");
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
if (dvpBatchName.Visible)
{
History.EvaluateChange(changes, "Batch Name", batch.Name, dvpBatchName.SelectedItem.Text);
batch.Name = dvpBatchName.SelectedItem.Text;
}
else
{
History.EvaluateChange(changes, "Batch Name", batch.Name, tbName.Text);
batch.Name = tbName.Text;
}
BatchStatus batchStatus = (BatchStatus)ddlStatus.SelectedIndex;
string errorMessage;
if (!batch.IsValidBatchStatusChange(batch.Status, batchStatus, this.CurrentPerson, out errorMessage))
{
cvBatch.IsValid = false;
cvBatch.ErrorMessage = errorMessage;
return;
}
History.EvaluateChange(changes, "Status", batch.Status, batchStatus);
batch.Status = batchStatus;
CampusCache oldCampus = null;
if (batch.CampusId.HasValue)
{
oldCampus = CampusCache.Get(batch.CampusId.Value);
}
CampusCache newCampus = null;
if (campCampus.SelectedCampusId.HasValue)
{
newCampus = CampusCache.Get(campCampus.SelectedCampusId.Value);
}
History.EvaluateChange(changes, "Campus", oldCampus != null ? oldCampus.Name : "None", newCampus != null ? newCampus.Name : "None");
batch.CampusId = campCampus.SelectedCampusId;
DateTime?startDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
History.EvaluateChange(changes, "Start Date/Time", batch.BatchStartDateTime, startDateTime);
batch.BatchStartDateTime = startDateTime;
DateTime?endDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
endDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
endDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
History.EvaluateChange(changes, "End Date/Time", batch.BatchEndDateTime, endDateTime);
batch.BatchEndDateTime = endDateTime;
decimal controlAmount = tbControlAmount.Text.AsDecimal();
History.EvaluateChange(changes, "Control Amount", batch.ControlAmount.FormatAsCurrency(), controlAmount.FormatAsCurrency());
batch.ControlAmount = controlAmount;
int?controlItemCount = nbControlItemCount.Text.AsIntegerOrNull();
History.EvaluateChange(changes, "Control Item Count", batch.ControlItemCount.FormatAsCurrency(), controlItemCount.FormatAsCurrency());
batch.ControlItemCount = controlItemCount;
History.EvaluateChange(changes, "Accounting System Code", batch.AccountingSystemCode, tbAccountingCode.Text);
batch.AccountingSystemCode = tbAccountingCode.Text;
History.EvaluateChange(changes, "Notes", batch.Note, tbNote.Text);
batch.Note = tbNote.Text;
cvBatch.IsValid = batch.IsValid;
if (!Page.IsValid || !batch.IsValid)
{
cvBatch.ErrorMessage = batch.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
batch.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, batch);
rockContext.WrapTransaction(() =>
{
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
pdAuditDetails.SetEntity(batch, ResolveRockUrl("~"));
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
}
}
});
batch.SaveAttributeValues(rockContext);
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
// If there is a batch context item, update the context's properties with new values
var contextObjects = new Dictionary <string, object>();
foreach (var contextEntityType in RockPage.GetContextEntityTypes())
{
var contextEntity = RockPage.GetCurrentContext(contextEntityType);
if (contextEntity is FinancialBatch)
{
var contextBatch = contextEntity as FinancialBatch;
contextBatch.CopyPropertiesFrom(batch);
}
}
// Then refresh transaction list
RockPage.UpdateBlocks("~/Blocks/Finance/TransactionList.ascx");
}
}
}
/// <summary>
/// Processes the NCOA results: Mark all 48 month move addresses as previous and processed if enabled, otherwise mark as manual update required.
/// </summary>
/// <param name="mark48MonthAsPrevious">if a 48 month move should be marked as previous, set to <c>true</c>.</param>
/// <param name="previousValueId">The previous value identifier.</param>
private void ProcessNcoaResults48MonthMove(bool mark48MonthAsPrevious, int?previousValueId)
{
List <int> ncoaIds = null;
// Process the '48 Month Move' NCOA Types
using (var rockContext = new RockContext())
{
ncoaIds = new NcoaHistoryService(rockContext)
.Queryable().AsNoTracking()
.Where(n =>
n.Processed == Processed.NotProcessed &&
n.NcoaType == NcoaType.Month48Move)
.Select(n => n.Id)
.ToList();
}
foreach (int id in ncoaIds)
{
using (var rockContext = new RockContext())
{
var ncoaHistory = new NcoaHistoryService(rockContext).Get(id);
if (ncoaHistory != null)
{
var groupService = new GroupService(rockContext);
var groupLocationService = new GroupLocationService(rockContext);
var changes = new History.HistoryChangeList();
// If configured to mark these as previous, and we're able to mark it as previous set the status to 'Complete'
// otherwise set it to require a manual update
if (mark48MonthAsPrevious && MarkAsPreviousLocation(ncoaHistory, groupLocationService, previousValueId, changes) != null)
{
ncoaHistory.Processed = Processed.Complete;
// If there were any changes, write to history
if (changes.Any())
{
var family = groupService.Get(ncoaHistory.FamilyId);
if (family != null)
{
foreach (var fm in family.Members)
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
SystemGuid.Category.HISTORY_PERSON_FAMILY_CHANGES.AsGuid(),
fm.PersonId,
changes,
family.Name,
typeof(Group),
family.Id,
false);
}
}
}
}
else
{
ncoaHistory.Processed = Processed.ManualUpdateRequired;
}
rockContext.SaveChanges();
}
}
}
}