/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialAccount account;
var rockContext = new RockContext();
var accountService = new Rock.Model.FinancialAccountService(rockContext);
int accountId = hfAccountId.Value.AsInteger();
if (accountId == 0)
{
account = new Rock.Model.FinancialAccount();
accountService.Add(account);
account.CreatedByPersonAliasId = CurrentPersonAliasId;
account.CreatedDateTime = RockDateTime.Now;
}
else
{
account = accountService.Get(accountId);
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.IsPublic = cbIsPublic.Checked;
account.Description = tbDescription.Text;
account.PublicDescription = cePublicDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.Url = tbUrl.Text;
account.CampusId = cpCampus.SelectedValueAsInt();
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
account.ModifiedDateTime = RockDateTime.Now;
account.ModifiedByPersonAliasId = CurrentPersonAliasId;
account.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, account);
// if the account IsValid is false, and the UI controls didn't report any errors, it is probably because the custom rules of account didn't pass.
// So, make sure a message is displayed in the validation summary
cvAccount.IsValid = account.IsValid;
if (!cvAccount.IsValid)
{
cvAccount.ErrorMessage = account.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
rockContext.SaveChanges();
account.SaveAttributeValues(rockContext);
NavigateToParentPage();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialAccount account;
var rockContext = new RockContext();
var accountService = new Rock.Model.FinancialAccountService(rockContext);
int accountId = hfAccountId.Value.AsInteger();
if (accountId == 0)
{
account = new Rock.Model.FinancialAccount();
accountService.Add(account);
}
else
{
account = accountService.Get(accountId);
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.IsPublic = cbIsPublic.Checked;
account.Description = tbDescription.Text;
account.PublicDescription = cePublicDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.Url = tbUrl.Text;
account.CampusId = cpCampus.SelectedValueAsInt();
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
rockContext.SaveChanges();
NavigateToParentPage();
}
/// <summary>
/// Handles the Click event of the btnSaveAccount 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 btnSaveAccount_Click(object sender, EventArgs e)
{
using (new Rock.Data.UnitOfWorkScope())
{
var accountService = new Rock.Model.FinancialAccountService();
Rock.Model.FinancialAccount modifiedAccount;
int accountId = (hfAccountId.Value) != null?Int32.Parse(hfAccountId.Value) : 0;
if (accountId == 0)
{
modifiedAccount = new Rock.Model.FinancialAccount();
accountService.Add(modifiedAccount, CurrentPersonId);
}
else
{
modifiedAccount = accountService.Get(accountId);
}
modifiedAccount.Name = tbName.Text;
modifiedAccount.PublicName = tbPublicName.Text;
modifiedAccount.Description = tbDescription.Text;
modifiedAccount.Order = Int32.Parse(tbOrder.Text);
modifiedAccount.GlCode = tbGLCode.Text;
modifiedAccount.IsActive = cbIsActive.Checked;
modifiedAccount.IsTaxDeductible = cbIsTaxDeductible.Checked;
modifiedAccount.StartDate = dtpStartDate.SelectedDate;
modifiedAccount.EndDate = dtpEndDate.SelectedDate;
modifiedAccount.ParentAccountId = apParentAccount.SelectedValueAsInt();
modifiedAccount.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
accountService.Save(modifiedAccount, CurrentPersonId);
}
//BindCategoryFilter();
BindGrid();
pnlAccountDetails.Visible = false;
pnlAccountList.Visible = true;
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialAccount account;
using ( new Rock.Data.UnitOfWorkScope() )
{
var accountService = new Rock.Model.FinancialAccountService();
int accountId = Int32.Parse( hfAccountId.Value );
if ( accountId == 0 )
{
account = new Rock.Model.FinancialAccount();
accountService.Add( account, CurrentPersonId );
}
else
{
account = accountService.Get( accountId );
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.Description = tbDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
accountService.Save( account, CurrentPersonId );
}
NavigateToParentPage();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialAccount account;
using (new Rock.Data.UnitOfWorkScope())
{
var accountService = new Rock.Model.FinancialAccountService();
int accountId = Int32.Parse(hfAccountId.Value);
if (accountId == 0)
{
account = new Rock.Model.FinancialAccount();
accountService.Add(account, CurrentPersonId);
}
else
{
account = accountService.Get(accountId);
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.Description = tbDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
accountService.Save(account, CurrentPersonId);
}
NavigateToParentPage();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialAccount account;
var rockContext = new RockContext();
var accountService = new Rock.Model.FinancialAccountService( rockContext );
int accountId = hfAccountId.Value.AsInteger();
if ( accountId == 0 )
{
account = new Rock.Model.FinancialAccount();
accountService.Add( account );
}
else
{
account = accountService.Get( accountId );
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.Description = tbDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.CampusId = cpCampus.SelectedValueAsInt();
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
rockContext.SaveChanges();
NavigateToParentPage();
}
/// <summary>
/// Processes the payments and returns a summary in HTML format
/// </summary>
/// <param name="gateway">The gateway.</param>
/// <param name="batchNamePrefix">The batch name prefix.</param>
/// <param name="payments">The payments.</param>
/// <param name="batchUrlFormat">The batch URL format.</param>
/// <param name="receiptEmail">The receipt email.</param>
/// <param name="failedPaymentEmail">The failed payment email.</param>
/// <param name="failedPaymentWorkflowType">Type of the failed payment workflow.</param>
/// <param name="verboseLogging">If <c>true</c> then additional details will be logged.</param>
/// <returns></returns>
public static string ProcessPayments(FinancialGateway gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat,
Guid?receiptEmail, Guid?failedPaymentEmail, Guid?failedPaymentWorkflowType, bool verboseLogging)
{
int totalPayments = 0;
int totalAlreadyDownloaded = 0;
// If there is a payment without a transaction, but has one of the following status, don't report it as a 'unmatched' transaction.
// If they have one of these statuses, and can't be matched, the user probably closed the browser or walked away before completing the transaction.
string[] ignorableUnMatchedStatuses = new string[2] {
"in_progress", "abandoned"
};
List <Payment> paymentsWithoutTransaction = new List <Payment>();
int totalAdded = 0;
int totalReversals = 0;
int totalFailures = 0;
int totalStatusChanges = 0;
var batchSummary = new Dictionary <Guid, List <Decimal> >();
var newTransactionsForReceiptEmails = new List <FinancialTransaction>();
var failedPayments = new List <FinancialTransaction>();
var contributionTxnType = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid());
int?defaultAccountId = null;
using (var rockContext2 = new RockContext())
{
defaultAccountId = new FinancialAccountService(rockContext2).Queryable()
.Where(a =>
a.IsActive &&
!a.ParentAccountId.HasValue &&
(!a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now) &&
(!a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now)
)
.OrderBy(a => a.Order)
.Select(a => a.Id)
.FirstOrDefault();
}
var batchTxnChanges = new Dictionary <Guid, List <string> >();
var batchBatchChanges = new Dictionary <Guid, List <string> >();
var scheduledTransactionIds = new List <int>();
List <FinancialTransaction> transactionsWithAttributes = new List <FinancialTransaction>();
foreach (var payment in payments.Where(p => p.Amount > 0.0M))
{
using (var rockContext = new RockContext())
{
totalPayments++;
var financialTransactionService = new FinancialTransactionService(rockContext);
FinancialTransaction originalTxn = null;
List <FinancialTransaction> txns = null;
// Find existing payments with same transaction code as long as it is not blank.
if (payment.TransactionCode.IsNotNullOrWhiteSpace())
{
txns = financialTransactionService
.Queryable("TransactionDetails")
.Where(t =>
t.FinancialGatewayId.HasValue &&
t.FinancialGatewayId.Value == gateway.Id &&
t.TransactionCode == payment.TransactionCode)
.ToList();
originalTxn = txns.Any() ? txns.OrderBy(t => t.Id).First() : null;
}
FinancialScheduledTransaction scheduledTransaction = null;
// We don't want to match a blank schedule ID, so if we don't have one then scheduledTransaction will stay NULL
if (payment.GatewayScheduleId.IsNotNullOrWhiteSpace())
{
scheduledTransaction = new FinancialScheduledTransactionService(rockContext).GetByScheduleId(payment.GatewayScheduleId, gateway.Id);
}
// Calculate whether a transaction needs to be added
var txnAmount = CalculateTransactionAmount(payment, txns);
if (txnAmount != 0.0M || (payment.IsFailure && originalTxn == null && scheduledTransaction != null))
{
// Verify that the payment is for an existing scheduled transaction, or has the same transaction code as an existing payment
if (scheduledTransaction != null || originalTxn != null)
{
var transaction = new FinancialTransaction();
transaction.Guid = Guid.NewGuid();
transaction.TransactionCode = payment.TransactionCode;
transaction.TransactionDateTime = payment.TransactionDateTime;
transaction.Status = payment.Status;
transaction.IsSettled = payment.IsSettled;
transaction.SettledGroupId = payment.SettledGroupId;
transaction.SettledDate = payment.SettledDate;
transaction.StatusMessage = payment.StatusMessage;
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
if (payment.ForeignKey.IsNotNullOrWhiteSpace())
{
transaction.ForeignKey = payment.ForeignKey;
}
FinancialPaymentDetail financialPaymentDetail = null;
List <ITransactionDetail> originalTxnDetails = new List <ITransactionDetail>();
if (scheduledTransaction != null)
{
scheduledTransactionIds.Add(scheduledTransaction.Id);
if (payment.ScheduleActive.HasValue)
{
scheduledTransaction.IsActive = payment.ScheduleActive.Value;
}
transaction.ScheduledTransactionId = scheduledTransaction.Id;
transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = scheduledTransaction.SourceTypeValueId;
financialPaymentDetail = scheduledTransaction.FinancialPaymentDetail;
scheduledTransaction.ScheduledTransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
}
else
{
transaction.AuthorizedPersonAliasId = originalTxn.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = originalTxn.SourceTypeValueId;
financialPaymentDetail = originalTxn.FinancialPaymentDetail;
originalTxn.TransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
}
transaction.FinancialGatewayId = gateway.Id;
transaction.TransactionTypeValueId = contributionTxnType.Id;
if (txnAmount < 0.0M)
{
transaction.Summary = "Reversal created for previous transaction(s) to correct the total transaction amount." + Environment.NewLine;
}
// Set the attributes of the transaction
if (payment.Attributes != null && payment.Attributes.Count > 0)
{
transaction.LoadAttributes();
foreach (var attribute in payment.Attributes)
{
transaction.SetAttributeValue(attribute.Key, attribute.Value);
}
transactionsWithAttributes.Add(transaction);
}
var currencyTypeValue = payment.CurrencyTypeValue;
var creditCardTypevalue = payment.CreditCardTypeValue;
if (financialPaymentDetail != null)
{
if (currencyTypeValue == null && financialPaymentDetail.CurrencyTypeValueId.HasValue)
{
currencyTypeValue = DefinedValueCache.Get(financialPaymentDetail.CurrencyTypeValueId.Value);
}
if (creditCardTypevalue == null && financialPaymentDetail.CreditCardTypeValueId.HasValue)
{
creditCardTypevalue = DefinedValueCache.Get(financialPaymentDetail.CreditCardTypeValueId.Value);
}
transaction.FinancialPaymentDetail.AccountNumberMasked = financialPaymentDetail.AccountNumberMasked;
transaction.FinancialPaymentDetail.NameOnCard = financialPaymentDetail.NameOnCard;
transaction.FinancialPaymentDetail.ExpirationMonth = financialPaymentDetail.ExpirationMonth;
transaction.FinancialPaymentDetail.ExpirationYear = financialPaymentDetail.ExpirationYear;
transaction.FinancialPaymentDetail.BillingLocationId = financialPaymentDetail.BillingLocationId;
if (financialPaymentDetail.GatewayPersonIdentifier.IsNullOrWhiteSpace())
{
// if Rock doesn't have the GatewayPersonIdentifier, get it from the downloaded payment (if it has a value)
transaction.FinancialPaymentDetail.GatewayPersonIdentifier = payment.GatewayPersonIdentifier;
}
else
{
transaction.FinancialPaymentDetail.GatewayPersonIdentifier = financialPaymentDetail.GatewayPersonIdentifier;
}
transaction.FinancialPaymentDetail.FinancialPersonSavedAccountId = financialPaymentDetail.FinancialPersonSavedAccountId;
}
if (currencyTypeValue != null)
{
transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
}
if (creditCardTypevalue != null)
{
transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
}
// Try to allocate the amount of the transaction based on the current scheduled transaction accounts
decimal remainingAmount = Math.Abs(txnAmount);
foreach (var detail in originalTxnDetails.Where(d => d.Amount != 0.0M))
{
if (remainingAmount <= 0.0M)
{
// If there's no amount left, break out of details
break;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = detail.AccountId;
transactionDetail.EntityTypeId = detail.EntityTypeId;
transactionDetail.EntityId = detail.EntityId;
transactionDetail.FeeCoverageAmount = detail.FeeCoverageAmount;
if (detail.Amount <= remainingAmount)
{
// If the configured amount for this account is less than or equal to the remaining
// amount, allocate the configured amount
transactionDetail.Amount = detail.Amount;
remainingAmount -= detail.Amount;
}
else
{
// If the configured amount is greater than the remaining amount, only allocate
// the remaining amount
transaction.Summary += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
transactionDetail.Amount = remainingAmount;
transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
remainingAmount = 0.0M;
}
transaction.TransactionDetails.Add(transactionDetail);
}
// If there's still amount left after allocating based on current config, add the remainder
// to the account that was configured for the most amount
if (remainingAmount > 0.0M)
{
transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
var transactionDetail = transaction.TransactionDetails
.OrderByDescending(d => d.Amount)
.FirstOrDefault();
if (transactionDetail == null && defaultAccountId.HasValue)
{
transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = defaultAccountId.Value;
transaction.TransactionDetails.Add(transactionDetail);
}
if (transactionDetail != null)
{
transactionDetail.Amount += remainingAmount;
transactionDetail.Summary = "Note: Extra amount was applied to this account.";
}
}
// If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
if (txnAmount < 0.0M)
{
foreach (var txnDetail in transaction.TransactionDetails)
{
txnDetail.Amount = 0 - txnDetail.Amount;
}
}
// Get the batch
var batchService = new FinancialBatchService(rockContext);
var batch = batchService.Get(
batchNamePrefix,
string.Empty,
currencyTypeValue,
creditCardTypevalue,
transaction.TransactionDateTime.Value,
gateway.GetBatchTimeOffset(),
gateway.BatchDayOfWeek);
if (batch.Id == 0)
{
// get a batch Id
rockContext.SaveChanges();
}
transaction.BatchId = batch.Id;
financialTransactionService.Add(transaction);
batchService.IncrementControlAmount(batch.Id, transaction.TotalAmount, null);
if (receiptEmail.HasValue && txnAmount > 0.0M)
{
newTransactionsForReceiptEmails.Add(transaction);
}
if (
payment.IsFailure &&
(
(txnAmount == 0.0M && scheduledTransaction != null && originalTxn == null) ||
(txnAmount < 0.0M && originalTxn != null)
))
{
failedPayments.Add(transaction);
}
// Add summary
if (!batchSummary.ContainsKey(batch.Guid))
{
batchSummary.Add(batch.Guid, new List <Decimal>());
}
batchSummary[batch.Guid].Add(txnAmount);
totalAdded++;
if (txnAmount < 0.0M)
{
totalReversals++;
}
else if (txnAmount == 0.0M)
{
totalFailures++;
}
}
else
{
// If the payment can't be matched (and we aren't ignoring it due to its status), add it to the payment without a transactions that we'll report.
if (!ignorableUnMatchedStatuses.Contains(payment.Status, System.StringComparer.OrdinalIgnoreCase))
{
paymentsWithoutTransaction.Add(payment);
}
}
}
else
{
totalAlreadyDownloaded++;
}
if (txns != null)
{
foreach (var txn in txns
.Where(t =>
t.Status != payment.Status ||
t.StatusMessage != payment.StatusMessage ||
t.IsSettled != payment.IsSettled ||
t.SettledGroupId != payment.SettledGroupId ||
t.SettledDate != payment.SettledDate))
{
txn.IsSettled = payment.IsSettled;
txn.SettledGroupId = payment.SettledGroupId;
txn.SettledDate = payment.SettledDate;
txn.Status = payment.Status;
txn.StatusMessage = payment.StatusMessage;
totalStatusChanges++;
}
}
rockContext.SaveChanges();
}
}
if (transactionsWithAttributes.Count > 0)
{
foreach (var transaction in transactionsWithAttributes)
{
using (var rockContext3 = new RockContext())
{
transaction.SaveAttributeValues(rockContext3);
rockContext3.SaveChanges();
}
}
}
// Queue a transaction to update the status of all affected scheduled transactions
var updatePaymentStatusTxn = new UpdatePaymentStatusTransaction(gateway.Id, scheduledTransactionIds);
RockQueue.TransactionQueue.Enqueue(updatePaymentStatusTxn);
if (receiptEmail.HasValue && newTransactionsForReceiptEmails.Any())
{
// Queue a transaction to send receipts
var newTransactionIds = newTransactionsForReceiptEmails.Select(t => t.Id).ToList();
var sendPaymentReceiptsTxn = new SendPaymentReceipts(receiptEmail.Value, newTransactionIds);
RockQueue.TransactionQueue.Enqueue(sendPaymentReceiptsTxn);
}
// Queue transactions to launch failed payment workflow
if (failedPayments.Any())
{
if (failedPaymentEmail.HasValue)
{
// Queue a transaction to send payment failure
var newTransactionIds = failedPayments.Select(t => t.Id).ToList();
var sendPaymentFailureTxn = new SendPaymentReceipts(failedPaymentEmail.Value, newTransactionIds);
RockQueue.TransactionQueue.Enqueue(sendPaymentFailureTxn);
}
if (failedPaymentWorkflowType.HasValue)
{
// Queue a transaction to launch workflow
var workflowDetails = failedPayments.Select(p => new LaunchWorkflowDetails(p)).ToList();
var launchWorkflowsTxn = new LaunchWorkflowsTransaction(failedPaymentWorkflowType.Value, workflowDetails);
RockQueue.TransactionQueue.Enqueue(launchWorkflowsTxn);
}
}
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0} {1} downloaded.</li>", totalPayments.ToString("N0"),
(totalPayments == 1 ? "payment" : "payments"));
if (totalAlreadyDownloaded > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString("N0"),
(totalAlreadyDownloaded == 1 ? "payment was" : "payments were"),
(totalAlreadyDownloaded == 1 ? "has" : "have"));
}
if (totalStatusChanges > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString("N0"),
(totalStatusChanges == 1 ? "payment was" : "payments were"));
}
if (paymentsWithoutTransaction.Any())
{
var scheduledPaymentList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNotNullOrWhiteSpace()).Select(a => a.GatewayScheduleId).ToList();
if (scheduledPaymentList.Any())
{
if (verboseLogging)
{
sb.Append($@"<li>The following {scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile:
<pre>{scheduledPaymentList.AsDelimited( "\n" )}</pre>
</li>");
}
else
{
sb.Append($"<li>{scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile.</li>");
}
}
var previousTransactionList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNullOrWhiteSpace()).Select(a => a.TransactionCode).ToList();
if (previousTransactionList.Any())
{
if (verboseLogging)
{
sb.Append($@"<li>The following {previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction:
<pre>{previousTransactionList.AsDelimited( "\n" )}</pre>
</li>");
}
else
{
sb.Append($"<li>{previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction.</li>");
}
}
}
sb.AppendFormat("<li>{0} {1} added.</li>", totalAdded.ToString("N0"),
(totalAdded == 1 ? "new payment was" : "new payments were"));
if (totalReversals > 0)
{
sb.AppendFormat("<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString("N0"),
(totalReversals == 1 ? "payment was" : "payments were"));
}
if (totalFailures > 0)
{
sb.AppendFormat("<li>{0} {1} recorded as a failed transaction.</li>", totalFailures.ToString("N0"),
(totalFailures == 1 ? "payment was" : "payments were"));
}
using (var rockContext = new RockContext())
{
var batches = new FinancialBatchService(rockContext)
.Queryable().AsNoTracking()
.Where(b => batchSummary.Keys.Contains(b.Guid))
.ToList();
foreach (var batchItem in batchSummary)
{
int items = batchItem.Value.Count;
if (items > 0)
{
var batch = batches
.Where(b => b.Guid.Equals(batchItem.Key))
.FirstOrDefault();
string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
if (!string.IsNullOrWhiteSpace(batchUrlFormat))
{
batchName = string.Format("<a href='{0}'>{1}</a>", string.Format(batchUrlFormat, batch.Id), batchName);
}
decimal sum = batchItem.Value.Sum();
string summaryformat = items == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat(summaryformat, items.ToString("N0"), sum.FormatAsCurrency(), batchName);
}
}
}
return(sb.ToString());
}
/// <summary>
/// Processes the payments.
/// </summary>
/// <param name="gateway">The gateway.</param>
/// <param name="batchNamePrefix">The batch name prefix.</param>
/// <param name="payments">The payments.</param>
/// <param name="batchUrlFormat">The batch URL format.</param>
/// <param name="receiptEmail">The receipt email.</param>
/// <returns></returns>
public static string ProcessPayments( FinancialGateway gateway, string batchNamePrefix, List<Payment> payments, string batchUrlFormat = "", Guid? receiptEmail = null )
{
int totalPayments = 0;
int totalAlreadyDownloaded = 0;
int totalNoScheduledTransaction = 0;
int totalAdded = 0;
int totalReversals = 0;
int totalStatusChanges = 0;
var batches = new List<FinancialBatch>();
var batchSummary = new Dictionary<Guid, List<Decimal>>();
var initialControlAmounts = new Dictionary<Guid, decimal>();
var txnPersonNames = new Dictionary<Guid, string>();
var gatewayComponent = gateway.GetGatewayComponent();
var newTransactions = new List<FinancialTransaction>();
using ( var rockContext = new RockContext() )
{
var accountService = new FinancialAccountService( rockContext );
var txnService = new FinancialTransactionService( rockContext );
var batchService = new FinancialBatchService( rockContext );
var scheduledTxnService = new FinancialScheduledTransactionService( rockContext );
var contributionTxnType = DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() );
var defaultAccount = accountService.Queryable()
.Where( a =>
a.IsActive &&
!a.ParentAccountId.HasValue &&
( !a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now ) &&
( !a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now )
)
.OrderBy( a => a.Order )
.FirstOrDefault();
var batchTxnChanges = new Dictionary<Guid, List<string>>();
var batchBatchChanges = new Dictionary<Guid, List<string>>();
var scheduledTransactionIds = new List<int>();
foreach ( var payment in payments.Where( p => p.Amount > 0.0M ) )
{
totalPayments++;
var scheduledTransaction = scheduledTxnService.GetByScheduleId( payment.GatewayScheduleId, gateway.Id );
if ( scheduledTransaction != null )
{
// Find existing payments with same transaction code
var txns = txnService
.Queryable( "TransactionDetails" )
.Where( t => t.TransactionCode == payment.TransactionCode )
.ToList();
// Calculate whether a transaction needs to be added
var txnAmount = CalculateTransactionAmount( payment, txns );
if ( txnAmount != 0.0M )
{
scheduledTransactionIds.Add( scheduledTransaction.Id );
if ( payment.ScheduleActive.HasValue )
{
scheduledTransaction.IsActive = payment.ScheduleActive.Value;
}
var transaction = new FinancialTransaction();
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
transaction.Guid = Guid.NewGuid();
transaction.TransactionCode = payment.TransactionCode;
transaction.TransactionDateTime = payment.TransactionDateTime;
transaction.Status = payment.Status;
transaction.StatusMessage = payment.StatusMessage;
transaction.ScheduledTransactionId = scheduledTransaction.Id;
transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
transaction.SourceTypeValueId = scheduledTransaction.SourceTypeValueId;
txnPersonNames.Add( transaction.Guid, scheduledTransaction.AuthorizedPersonAlias.Person.FullName );
transaction.FinancialGatewayId = gateway.Id;
transaction.TransactionTypeValueId = contributionTxnType.Id;
if ( txnAmount < 0.0M )
{
transaction.Summary = "Reversal for previous transaction that failed during processing." + Environment.NewLine;
}
var currencyTypeValue = payment.CurrencyTypeValue;
var creditCardTypevalue = payment.CreditCardTypeValue;
if ( scheduledTransaction.FinancialPaymentDetail != null )
{
if ( currencyTypeValue == null && scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue )
{
currencyTypeValue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.Value );
}
if ( creditCardTypevalue == null && scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.HasValue )
{
creditCardTypevalue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.Value );
}
transaction.FinancialPaymentDetail.AccountNumberMasked = scheduledTransaction.FinancialPaymentDetail.AccountNumberMasked;
transaction.FinancialPaymentDetail.NameOnCardEncrypted = scheduledTransaction.FinancialPaymentDetail.NameOnCardEncrypted;
transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationMonthEncrypted;
transaction.FinancialPaymentDetail.ExpirationYearEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationYearEncrypted;
transaction.FinancialPaymentDetail.BillingLocationId = scheduledTransaction.FinancialPaymentDetail.BillingLocationId;
}
if ( currencyTypeValue != null )
{
transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
}
if ( creditCardTypevalue != null )
{
transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
}
// Try to allocate the amount of the transaction based on the current scheduled transaction accounts
decimal remainingAmount = Math.Abs( txnAmount );
foreach ( var detail in scheduledTransaction.ScheduledTransactionDetails.Where( d => d.Amount != 0.0M ) )
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = detail.AccountId;
if ( detail.Amount <= remainingAmount )
{
// If the configured amount for this account is less than or equal to the remaining
// amount, allocate the configured amount
transactionDetail.Amount = detail.Amount;
remainingAmount -= detail.Amount;
}
else
{
// If the configured amount is greater than the remaining amount, only allocate
// the remaining amount
transaction.Summary += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
transactionDetail.Amount = remainingAmount;
transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
remainingAmount = 0.0M;
}
transaction.TransactionDetails.Add( transactionDetail );
if ( remainingAmount <= 0.0M )
{
// If there's no amount left, break out of details
break;
}
}
// If there's still amount left after allocating based on current config, add the remainder
// to the account that was configured for the most amount
if ( remainingAmount > 0.0M )
{
transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
var transactionDetail = transaction.TransactionDetails
.OrderByDescending( d => d.Amount )
.FirstOrDefault();
if ( transactionDetail == null && defaultAccount != null )
{
transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = defaultAccount.Id;
transaction.TransactionDetails.Add( transactionDetail );
}
if ( transactionDetail != null )
{
transactionDetail.Amount += remainingAmount;
transactionDetail.Summary = "Note: Extra amount was applied to this account.";
}
}
// If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
if ( txnAmount < 0.0M )
{
foreach ( var txnDetail in transaction.TransactionDetails )
{
txnDetail.Amount = 0 - txnDetail.Amount;
}
}
// Get the batch
var batch = batchService.Get(
batchNamePrefix,
currencyTypeValue,
creditCardTypevalue,
transaction.TransactionDateTime.Value,
gateway.GetBatchTimeOffset(),
batches );
var batchChanges = new List<string>();
if ( batch.Id != 0 )
{
initialControlAmounts.AddOrIgnore( batch.Guid, batch.ControlAmount );
}
batch.ControlAmount += transaction.TotalAmount;
batch.Transactions.Add( transaction );
if ( txnAmount > 0.0M && receiptEmail.HasValue )
{
newTransactions.Add( transaction );
}
// Add summary
if ( !batchSummary.ContainsKey( batch.Guid ) )
{
batchSummary.Add( batch.Guid, new List<Decimal>() );
}
batchSummary[batch.Guid].Add( txnAmount );
if ( txnAmount > 0.0M )
{
totalAdded++;
}
else
{
totalReversals++;
}
}
else
{
totalAlreadyDownloaded++;
foreach ( var txn in txns.Where( t => t.Status != payment.Status || t.StatusMessage != payment.StatusMessage ) )
{
txn.Status = payment.Status;
txn.StatusMessage = payment.StatusMessage;
totalStatusChanges++;
}
}
}
else
{
totalNoScheduledTransaction++;
}
}
rockContext.SaveChanges();
// Queue a transaction to update the status of all affected scheduled transactions
var updatePaymentStatusTxn = new Rock.Transactions.UpdatePaymentStatusTransaction( gateway.Id, scheduledTransactionIds );
Rock.Transactions.RockQueue.TransactionQueue.Enqueue( updatePaymentStatusTxn );
if ( receiptEmail.HasValue )
{
// Queue a transaction to send receipts
var newTransactionIds = newTransactions.Select( t => t.Id ).ToList();
var sendPaymentReceiptsTxn = new Rock.Transactions.SendPaymentReceipts( receiptEmail.Value, newTransactionIds );
Rock.Transactions.RockQueue.TransactionQueue.Enqueue( sendPaymentReceiptsTxn );
}
}
StringBuilder sb = new StringBuilder();
sb.AppendFormat( "<li>{0} {1} downloaded.</li>", totalPayments.ToString( "N0" ),
( totalPayments == 1 ? "payment" : "payments" ) );
if ( totalAlreadyDownloaded > 0 )
{
sb.AppendFormat( "<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString( "N0" ),
( totalAlreadyDownloaded == 1 ? "payment was" : "payments were" ),
( totalAlreadyDownloaded == 1 ? "has" : "have" ) );
}
if ( totalStatusChanges > 0 )
{
sb.AppendFormat( "<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString( "N0" ),
( totalStatusChanges == 1 ? "payment was" : "payments were" ) );
}
if ( totalNoScheduledTransaction > 0 )
{
sb.AppendFormat( "<li>{0} {1} could not be matched to an existing scheduled payment profile.</li>", totalNoScheduledTransaction.ToString( "N0" ),
( totalNoScheduledTransaction == 1 ? "payment" : "payments" ) );
}
sb.AppendFormat( "<li>{0} {1} successfully added.</li>", totalAdded.ToString( "N0" ),
( totalAdded == 1 ? "payment was" : "payments were" ) );
if ( totalReversals > 0 )
{
sb.AppendFormat( "<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString( "N0" ),
( totalReversals == 1 ? "payment was" : "payments were" ) );
}
foreach ( var batchItem in batchSummary )
{
int items = batchItem.Value.Count;
if ( items > 0 )
{
var batch = batches
.Where( b => b.Guid.Equals( batchItem.Key ) )
.FirstOrDefault();
string batchName = string.Format( "'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString( "d" ) );
if ( !string.IsNullOrWhiteSpace( batchUrlFormat ) )
{
batchName = string.Format( "<a href='{0}'>{1}</a>", string.Format( batchUrlFormat, batch.Id ), batchName );
}
decimal sum = batchItem.Value.Sum();
string summaryformat = items == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat( summaryformat, items.ToString( "N0" ), sum.FormatAsCurrency(), batchName );
}
}
return sb.ToString();
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialAccount account;
var rockContext = new RockContext();
var accountService = new Rock.Model.FinancialAccountService(rockContext);
int accountId = hfAccountId.Value.AsInteger();
if (accountId == 0)
{
account = new Rock.Model.FinancialAccount();
accountService.Add(account);
account.CreatedByPersonAliasId = CurrentPersonAliasId;
account.CreatedDateTime = RockDateTime.Now;
}
else
{
account = accountService.Get(accountId);
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.IsPublic = cbIsPublic.Checked;
account.Description = tbDescription.Text;
account.PublicDescription = cePublicDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = dvpAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.Url = tbUrl.Text;
account.CampusId = cpCampus.SelectedValueAsInt();
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
account.ModifiedDateTime = RockDateTime.Now;
account.ModifiedByPersonAliasId = CurrentPersonAliasId;
account.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, account);
// if the account IsValid is false, and the UI controls didn't report any errors, it is probably because the custom rules of account didn't pass.
// So, make sure a message is displayed in the validation summary
cvAccount.IsValid = account.IsValid;
if (!cvAccount.IsValid)
{
cvAccount.ErrorMessage = account.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
if (accountId == 0)
{
// just added, but we'll need an Id to set account participants
rockContext.SaveChanges();
accountId = new FinancialAccountService(new RockContext()).GetId(account.Guid) ?? 0;
}
var accountParticipantsPersonAliasIdsByPurposeKey = AccountParticipantState.GroupBy(a => a.PurposeKey).ToDictionary(k => k.Key, v => v.Select(x => x.PersonAliasId).ToList());
foreach (var purposeKey in accountParticipantsPersonAliasIdsByPurposeKey.Keys)
{
var accountParticipantsPersonAliasIds = accountParticipantsPersonAliasIdsByPurposeKey.GetValueOrNull(purposeKey);
if (accountParticipantsPersonAliasIds?.Any() == true)
{
var accountParticipants = new PersonAliasService(rockContext).GetByIds(accountParticipantsPersonAliasIds).ToList();
accountService.SetAccountParticipants(accountId, accountParticipants, purposeKey);
}
}
rockContext.SaveChanges();
account.SaveAttributeValues(rockContext);
var qryParams = new Dictionary <string, string>();
qryParams["AccountId"] = account.Id.ToString();
qryParams["ExpandedIds"] = PageParameter("ExpandedIds");
NavigateToPage(RockPage.Guid, qryParams);
}
/// <summary>
/// Processes the payments.
/// </summary>
/// <param name="gateway">The gateway.</param>
/// <param name="batchNamePrefix">The batch name prefix.</param>
/// <param name="payments">The payments.</param>
/// <param name="batchUrlFormat">The batch URL format.</param>
/// <returns></returns>
public static string ProcessPayments(GatewayComponent gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat = "")
{
int totalPayments = 0;
int totalAlreadyDownloaded = 0;
int totalNoScheduledTransaction = 0;
int totalAdded = 0;
var batches = new List <FinancialBatch>();
var batchSummary = new Dictionary <Guid, List <Payment> >();
var rockContext = new RockContext();
var accountService = new FinancialAccountService(rockContext);
var txnService = new FinancialTransactionService(rockContext);
var batchService = new FinancialBatchService(rockContext);
var scheduledTxnService = new FinancialScheduledTransactionService(rockContext);
var contributionTxnTypeId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()).Id;
var defaultAccount = accountService.Queryable()
.Where(a =>
a.IsActive &&
!a.ParentAccountId.HasValue &&
(!a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now) &&
(!a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now)
)
.OrderBy(a => a.Order)
.FirstOrDefault();
foreach (var payment in payments.Where(p => p.Amount > 0.0M))
{
totalPayments++;
// Only consider transactions that have not already been added
if (txnService.GetByTransactionCode(payment.TransactionCode) == null)
{
var scheduledTransaction = scheduledTxnService.GetByScheduleId(payment.GatewayScheduleId);
if (scheduledTransaction != null)
{
scheduledTransaction.IsActive = payment.ScheduleActive;
var transaction = new FinancialTransaction();
transaction.TransactionCode = payment.TransactionCode;
transaction.TransactionDateTime = payment.TransactionDateTime;
transaction.ScheduledTransactionId = scheduledTransaction.Id;
transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
transaction.GatewayEntityTypeId = gateway.TypeId;
transaction.TransactionTypeValueId = contributionTxnTypeId;
var currencyTypeValue = payment.CurrencyTypeValue;
if (currencyTypeValue == null && scheduledTransaction.CurrencyTypeValueId.HasValue)
{
currencyTypeValue = DefinedValueCache.Read(scheduledTransaction.CurrencyTypeValueId.Value);
}
if (currencyTypeValue != null)
{
transaction.CurrencyTypeValueId = currencyTypeValue.Id;
}
var creditCardTypevalue = payment.CreditCardTypeValue;
if (creditCardTypevalue == null && scheduledTransaction.CreditCardTypeValueId.HasValue)
{
creditCardTypevalue = DefinedValueCache.Read(scheduledTransaction.CreditCardTypeValueId.Value);
}
if (creditCardTypevalue != null)
{
transaction.CreditCardTypeValueId = creditCardTypevalue.Id;
}
//transaction.SourceTypeValueId = DefinedValueCache.Read( sourceGuid ).Id;
// Try to allocate the amount of the transaction based on the current scheduled transaction accounts
decimal remainingAmount = payment.Amount;
foreach (var detail in scheduledTransaction.ScheduledTransactionDetails.Where(d => d.Amount != 0.0M))
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = detail.AccountId;
if (detail.Amount <= remainingAmount)
{
// If the configured amount for this account is less than or equal to the remaining
// amount, allocate the configured amount
transactionDetail.Amount = detail.Amount;
remainingAmount -= detail.Amount;
}
else
{
// If the configured amount is greater than the remaining amount, only allocate
// the remaining amount
transaction.Summary = "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
detail.Amount = remainingAmount;
detail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
remainingAmount = 0.0M;
}
transaction.TransactionDetails.Add(transactionDetail);
if (remainingAmount <= 0.0M)
{
// If there's no amount left, break out of details
break;
}
}
// If there's still amount left after allocating based on current config, add the remainder
// to the account that was configured for the most amount
if (remainingAmount > 0.0M)
{
transaction.Summary = "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
var transactionDetail = transaction.TransactionDetails
.OrderByDescending(d => d.Amount)
.First();
if (transactionDetail == null && defaultAccount != null)
{
transactionDetail = new FinancialTransactionDetail();
transactionDetail.AccountId = defaultAccount.Id;
}
if (transactionDetail != null)
{
transactionDetail.Amount += remainingAmount;
transactionDetail.Summary = "Note: Extra amount was applied to this account.";
}
}
// Get the batch
var batch = batchService.Get(
batchNamePrefix,
currencyTypeValue,
creditCardTypevalue,
transaction.TransactionDateTime.Value,
gateway.BatchTimeOffset,
batches);
batch.ControlAmount += transaction.TotalAmount;
batch.Transactions.Add(transaction);
// Add summary
if (!batchSummary.ContainsKey(batch.Guid))
{
batchSummary.Add(batch.Guid, new List <Payment>());
}
batchSummary[batch.Guid].Add(payment);
totalAdded++;
}
else
{
totalNoScheduledTransaction++;
}
}
else
{
totalAlreadyDownloaded++;
}
}
rockContext.SaveChanges();
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0} {1} downloaded.</li>", totalPayments.ToString("N0"),
(totalPayments == 1 ? "payment" : "payments"));
if (totalAlreadyDownloaded > 0)
{
sb.AppendFormat("<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString("N0"),
(totalAlreadyDownloaded == 1 ? "payment was" : "payments were"),
(totalAlreadyDownloaded == 1 ? "has" : "have"));
}
if (totalNoScheduledTransaction > 0)
{
sb.AppendFormat("<li>{0} {1} could not be matched to an existing scheduled payment profile.</li>", totalNoScheduledTransaction.ToString("N0"),
(totalNoScheduledTransaction == 1 ? "payment" : "payments"));
}
sb.AppendFormat("<li>{0} {1} successfully added.</li>", totalAdded.ToString("N0"),
(totalAdded == 1 ? "payment was" : "payments were"));
foreach (var batchItem in batchSummary)
{
int items = batchItem.Value.Count;
if (items > 0)
{
var batch = batches
.Where(b => b.Guid.Equals(batchItem.Key))
.FirstOrDefault();
string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
if (!string.IsNullOrWhiteSpace(batchUrlFormat))
{
batchName = string.Format("<a href='{0}'>{1}</a>", string.Format(batchUrlFormat, batch.Id), batchName);
}
decimal sum = batchItem.Value.Select(p => p.Amount).Sum();
string summaryformat = items == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat(summaryformat, items.ToString("N0"), sum.ToString("C2"), batchName);
}
}
return(sb.ToString());
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnSave_Click( object sender, EventArgs e )
{
FinancialAccount account;
var rockContext = new RockContext();
var accountService = new Rock.Model.FinancialAccountService( rockContext );
int accountId = hfAccountId.Value.AsInteger();
if ( accountId == 0 )
{
account = new Rock.Model.FinancialAccount();
accountService.Add( account );
}
else
{
account = accountService.Get( accountId );
}
account.Name = tbName.Text;
account.IsActive = cbIsActive.Checked;
account.IsPublic = cbIsPublic.Checked;
account.Description = tbDescription.Text;
account.PublicDescription = cePublicDescription.Text;
account.ParentAccountId = apParentAccount.SelectedValueAsInt();
account.AccountTypeValueId = ddlAccountType.SelectedValueAsInt();
account.PublicName = tbPublicName.Text;
account.Url = tbUrl.Text;
account.CampusId = cpCampus.SelectedValueAsInt();
account.GlCode = tbGLCode.Text;
account.StartDate = dtpStartDate.SelectedDate;
account.EndDate = dtpEndDate.SelectedDate;
account.IsTaxDeductible = cbIsTaxDeductible.Checked;
// if the account IsValid is false, and the UI controls didn't report any errors, it is probably because the custom rules of account didn't pass.
// So, make sure a message is displayed in the validation summary
cvAccount.IsValid = account.IsValid;
if ( !cvAccount.IsValid )
{
cvAccount.ErrorMessage = account.ValidationResults.Select( a => a.ErrorMessage ).ToList().AsDelimited( "<br />" );
return;
}
rockContext.SaveChanges();
NavigateToParentPage();
}
/// <summary>
/// Gets the giving automation source transaction query.
/// This is used by <see cref="Rock.Jobs.GivingAutomation"/>.
/// </summary>
/// <returns></returns>
public IQueryable <FinancialTransaction> GetGivingAutomationSourceTransactionQuery()
{
var query = Queryable().AsNoTracking();
var settings = GivingAutomationSettings.LoadGivingAutomationSettings();
// Filter by transaction type (defaults to contributions only)
var transactionTypeIds = settings.TransactionTypeGuids.Select(DefinedValueCache.Get).Select(dv => dv.Id).ToList();
if (transactionTypeIds.Count() == 1)
{
var transactionTypeId = transactionTypeIds[0];
query = query.Where(t => t.TransactionTypeValueId == transactionTypeId);
}
else
{
query = query.Where(t => transactionTypeIds.Contains(t.TransactionTypeValueId));
}
List <int> accountIds;
if (settings.FinancialAccountGuids?.Any() == true)
{
accountIds = new FinancialAccountService(this.Context as RockContext).GetByGuids(settings.FinancialAccountGuids).Select(a => a.Id).ToList();
}
else
{
accountIds = new List <int>();
}
// Filter accounts, defaults to tax deductible only
if (!accountIds.Any())
{
query = query.Where(t => t.TransactionDetails.Any(td => td.Account.IsTaxDeductible));
}
else if (settings.AreChildAccountsIncluded == true)
{
if (accountIds.Count() == 1)
{
var accountId = accountIds[0];
query = query.Where(t => t.TransactionDetails.Any(td => td.AccountId == accountId ||
(td.Account.ParentAccountId.HasValue && accountId == td.Account.ParentAccountId.Value)));
}
else
{
query = query.Where(t => t.TransactionDetails.Any(td =>
accountIds.Contains(td.AccountId) ||
(td.Account.ParentAccountId.HasValue && accountIds.Contains(td.Account.ParentAccountId.Value))));
}
}
else
{
if (accountIds.Count() == 1)
{
var accountId = accountIds[0];
query = query.Where(t => t.TransactionDetails.Any(td => accountId == td.AccountId));
}
else
{
query = query.Where(t => t.TransactionDetails.Any(td => accountIds.Contains(td.AccountId)));
}
}
// We'll need to factor in partial amount refunds...
// Exclude transactions that have full refunds.
// If it does have a refund, include the transaction if it is just a partial refund
query = query.Where(t =>
// Limit to ones that don't have refunds, or has a partial refund
!t.Refunds.Any()
||
// If it does have refunds, we can exclude the transaction if the refund amount is the same amount (full refund)
// Otherwise, we'll have to include the transaction and figure out the partial amount left after the refund.
(
(
// total original amount
t.TransactionDetails.Sum(xx => xx.Amount)
// total amount of any refund(s) for this transaction
+ t.Refunds.Sum(r => r.FinancialTransaction.TransactionDetails.Sum(d => ( decimal? )d.Amount) ?? 0.00M)
)
!= 0.00M
)
);
// Remove transactions with $0 or negative amounts. If those are refunds, those will factored in above
query = query.Where(t => t.TransactionDetails.Any(d => d.Amount > 0M));
return(query);
}
/// <summary>
/// Gets the giving automation source transaction query.
/// This is used by <see cref="Rock.Jobs.GivingAutomation"/>.
/// </summary>
/// <returns></returns>
public IQueryable <FinancialTransaction> GetGivingAutomationSourceTransactionQuery()
{
var query = Queryable().AsNoTracking();
var settings = GivingAutomationSettings.LoadGivingAutomationSettings();
// Filter by transaction type (defaults to contributions only)
var transactionTypeIds = settings.TransactionTypeGuids.Select(DefinedValueCache.Get).Select(dv => dv.Id).ToList();
if (transactionTypeIds.Count() == 1)
{
var transactionTypeId = transactionTypeIds[0];
query = query.Where(t => t.TransactionTypeValueId == transactionTypeId);
}
else
{
query = query.Where(t => transactionTypeIds.Contains(t.TransactionTypeValueId));
}
List <int> accountIds;
if (settings.FinancialAccountGuids?.Any() == true)
{
accountIds = new FinancialAccountService(this.Context as RockContext).GetByGuids(settings.FinancialAccountGuids).Select(a => a.Id).ToList();
}
else
{
accountIds = new List <int>();
}
// Filter accounts, defaults to tax deductible only
if (!accountIds.Any())
{
query = query.Where(t => t.TransactionDetails.Any(td => td.Account.IsTaxDeductible));
}
else if (settings.AreChildAccountsIncluded == true)
{
if (accountIds.Count() == 1)
{
var accountId = accountIds[0];
query = query.Where(t => t.TransactionDetails.Any(td => td.AccountId == accountId ||
(td.Account.ParentAccountId.HasValue && accountId == td.Account.ParentAccountId.Value)));
}
else
{
query = query.Where(t => t.TransactionDetails.Any(td =>
accountIds.Contains(td.AccountId) ||
(td.Account.ParentAccountId.HasValue && accountIds.Contains(td.Account.ParentAccountId.Value))));
}
}
else
{
if (accountIds.Count() == 1)
{
var accountId = accountIds[0];
query = query.Where(t => t.TransactionDetails.Any(td => accountId == td.AccountId));
}
else
{
query = query.Where(t => t.TransactionDetails.Any(td => accountIds.Contains(td.AccountId)));
}
}
// Remove transactions that have refunds
query = query.Where(t => !t.Refunds.Any());
// Remove transactions with $0 or negative amounts
query = query.Where(t => t.TransactionDetails.Any(d => d.Amount > 0M));
return(query);
}