/// <summary>
/// match imported transactions from bank statement to an existing gift batch;
/// this method is only for donors that can be identified by their bank account
/// </summary>
private static void MatchDonorsWithKnownBankaccount(BankImportTDS AMainDS)
{
DataView GiftDetailWithoutAmountView = new DataView(AMainDS.AGiftDetail,
string.Empty,
BankImportTDSAGiftDetailTable.GetDonorKeyDBName() + "," +
BankImportTDSAGiftDetailTable.GetAlreadyMatchedDBName(),
DataViewRowState.CurrentRows);
DataView TransactionsByDonorView = new DataView(AMainDS.AEpTransaction,
string.Empty,
BankImportTDSAEpTransactionTable.GetDonorKeyDBName() + "," +
BankImportTDSAEpTransactionTable.GetMatchActionDBName(),
DataViewRowState.CurrentRows);
foreach (BankImportTDSAEpTransactionRow transaction in AMainDS.AEpTransaction.Rows)
{
if ((transaction.DonorKey != -1) &&
(transaction.MatchAction == MFinanceConstants.BANK_STMT_STATUS_UNMATCHED))
{
// get all gifts of this donor, and all bank statement transactions
DataRowView[] GiftDetailWithoutAmount = GiftDetailWithoutAmountView.FindRows(
new object[] { transaction.DonorKey, false });
DataRowView[] TransactionsByDonor = TransactionsByDonorView.FindRows(
new object[] { transaction.DonorKey, MFinanceConstants.BANK_STMT_STATUS_UNMATCHED });
while (MatchOneDonor(AMainDS, GiftDetailWithoutAmount, TransactionsByDonor))
{
GiftDetailWithoutAmount = GiftDetailWithoutAmountView.FindRows(
new object[] { transaction.DonorKey, false });
TransactionsByDonor = TransactionsByDonorView.FindRows(
new object[] { transaction.DonorKey, MFinanceConstants.BANK_STMT_STATUS_UNMATCHED });
}
}
}
}
/// <summary>
/// match imported transactions from bank statement to an existing gift batch
/// </summary>
/// <returns>true while new matches are found</returns>
private static bool MatchTransactionsToGiftBatch(BankImportTDS AMainDS)
{
bool newMatchFound = false;
DataView GiftDetailWithoutAmountView = new DataView(AMainDS.AGiftDetail,
string.Empty,
BankImportTDSAGiftDetailTable.GetDonorKeyDBName() + "," +
BankImportTDSAGiftDetailTable.GetAlreadyMatchedDBName(),
DataViewRowState.CurrentRows);
DataView GiftDetailByBatchNumberMatchStatus = new DataView(AMainDS.AGiftDetail,
string.Empty,
BankImportTDSAGiftDetailTable.GetAlreadyMatchedDBName(),
DataViewRowState.CurrentRows);
DataView TransactionsByBankAccountView = new DataView(AMainDS.AEpTransaction,
string.Empty,
BankImportTDSAEpTransactionTable.GetBankAccountNumberDBName() + "," +
BankImportTDSAEpTransactionTable.GetBranchCodeDBName() + "," +
BankImportTDSAEpTransactionTable.GetMatchActionDBName(),
DataViewRowState.CurrentRows);
foreach (BankImportTDSAEpTransactionRow transaction in AMainDS.AEpTransaction.Rows)
{
if (transaction.MatchAction == Ict.Petra.Shared.MFinance.MFinanceConstants.BANK_STMT_STATUS_UNMATCHED)
{
DataRowView[] filteredRows = GiftDetailByBatchNumberMatchStatus.FindRows(new object[] { false });
BankImportTDSAGiftDetailRow BestMatch = null;
int BestMatchNumber = 0;
foreach (DataRowView rv in filteredRows)
{
BankImportTDSAGiftDetailRow detailrow = (BankImportTDSAGiftDetailRow)rv.Row;
int matchNumberDonorSurname =
MatchingWords(Calculations.FormatShortName(detailrow.DonorShortName,
eShortNameFormat.eOnlySurname), transaction.AccountName);
if (matchNumberDonorSurname == 0)
{
// if surname does not match: ignore, just to be sure
// problem: will ignore umlaut etc. can be fixed for the next time by entering the bank account into OpenPetra
continue;
}
int matchNumberDonor = MatchingWords(detailrow.DonorShortName, transaction.AccountName) +
matchNumberDonorSurname * 3;
int matchNumberRecipient = MatchingWords(detailrow.RecipientDescription, transaction.Description);
if ((matchNumberDonor > 0) && (matchNumberRecipient > 0) &&
((matchNumberDonor > 1) || (matchNumberRecipient > 1)) &&
(matchNumberRecipient + matchNumberDonor > BestMatchNumber))
{
BestMatchNumber = matchNumberRecipient + matchNumberDonor;
BestMatch = detailrow;
}
}
if (BestMatch != null)
{
// get all gifts of this donor, and all bank statement transactions
DataRowView[] GiftDetailWithoutAmount = GiftDetailWithoutAmountView.FindRows(
new object[] { BestMatch.DonorKey, false });
DataRowView[] TransactionsByBankAccount = TransactionsByBankAccountView.FindRows(
new object[] { transaction.BankAccountNumber, transaction.BranchCode, MFinanceConstants.BANK_STMT_STATUS_UNMATCHED });
while (MatchOneDonor(AMainDS, GiftDetailWithoutAmount, TransactionsByBankAccount))
{
GiftDetailWithoutAmount = GiftDetailWithoutAmountView.FindRows(
new object[] { BestMatch.DonorKey, false });
TransactionsByBankAccount = TransactionsByBankAccountView.FindRows(
new object[] { transaction.BankAccountNumber, transaction.BranchCode, MFinanceConstants.BANK_STMT_STATUS_UNMATCHED });
newMatchFound = true;
}
}
}
}
return(newMatchFound);
}
