/// <summary>
/// Raises the <see cref="E:System.Web.UI.Control.Load" /> event.
/// </summary>
/// <param name="e">The <see cref="T:System.EventArgs" /> object that contains the event data.</param>
protected override void OnLoad(EventArgs e)
{
base.OnLoad(e);
nbInvalid.Visible = false;
var pledgeId = PageParameter("PledgeId").AsInteger();
if (!IsPostBack)
{
ShowDetail(pledgeId);
}
// Add any attribute controls.
// This must be done here regardless of whether it is a postback so that the attribute values will get saved.
var pledge = new FinancialPledgeService(new RockContext()).Get(pledgeId);
if (pledge == null)
{
pledge = new FinancialPledge();
}
pledge.LoadAttributes();
phAttributes.Controls.Clear();
Helper.AddEditControls(pledge, phAttributes, true, BlockValidationGroup);
}
/// <summary>
/// Creates a Linq Expression that can be applied to an IQueryable to filter the result set.
/// </summary>
/// <param name="entityType">The type of entity in the result set.</param>
/// <param name="serviceInstance">A service instance that can be queried to obtain the result set.</param>
/// <param name="parameterExpression">The input parameter that will be injected into the filter expression.</param>
/// <param name="selection">A formatted string representing the filter settings.</param>
/// <returns>
/// A Linq Expression that can be used to filter an IQueryable.
/// </returns>
/// <exception cref="System.Exception">Filter issue(s): + errorMessages.AsDelimited( ; )</exception>
public override Expression GetExpression(Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection)
{
var settings = new FilterSettings(selection);
var context = (RockContext)serviceInstance.Context;
// Get the Financial Pledge Data View.
var dataView = DataComponentSettingsHelper.GetDataViewForFilterComponent(settings.DataViewGuid, context);
// Evaluate the Data View that defines the Person's Financial Pledge.
var financialPledgeService = new FinancialPledgeService(context);
var financialPledgeQuery = financialPledgeService.Queryable();
if (dataView != null)
{
financialPledgeQuery = DataComponentSettingsHelper.FilterByDataView(financialPledgeQuery, dataView, financialPledgeService);
}
var pledgePersonsKey = financialPledgeQuery.Select(a => a.PersonAliasId);
// Get all of the Person corresponding to the qualifying Financial Pledges.
var qry = new PersonService(context).Queryable()
.Where(g => g.Aliases.Any(k => pledgePersonsKey.Contains(k.Id)));
// Retrieve the Filter Expression.
var extractedFilterExpression = FilterExpressionExtractor.Extract <Model.Person>(qry, parameterExpression, "g");
return(extractedFilterExpression);
}
/// <summary>
/// Handles the Delete event of the gPledges control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gPledges_Delete(object sender, RowEventArgs e)
{
RockTransactionScope.WrapTransaction(() =>
{
var pledgeService = new FinancialPledgeService();
var pledge = pledgeService.Get((int)e.RowKeyValue);
string errorMessage;
if (pledge == null)
{
return;
}
if (!pledgeService.CanDelete(pledge, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
pledgeService.Delete(pledge, CurrentPersonId);
pledgeService.Save(pledge, CurrentPersonId);
});
BindGrid();
}
public void FinancialPledgeDateKeySavesCorrectly()
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService(rockContext);
var financialPledge = BuildFinancialPledge(rockContext,
Convert.ToDateTime("3/15/2010"),
Convert.ToDateTime("3/16/2010"));
financialPledgeService.Add(financialPledge);
rockContext.SaveChanges();
var financialPledgeId = financialPledge.Id;
// We're bypassing the model because the model doesn't user the FinancialPledgeDateKey from the database,
// but it still needs to be correct for inner joins to work correctly.
var result = rockContext.Database.
SqlQuery <int>($"SELECT StartDateKey FROM FinancialPledge WHERE Id = {financialPledgeId}").First();
Assert.AreEqual(20100315, result);
result = rockContext.Database.
SqlQuery <int>($"SELECT EndDateKey FROM FinancialPledge WHERE Id = {financialPledgeId}").First();
Assert.AreEqual(20100316, result);
}
public void FinancialPledgeDateKeyJoinsCorrectly()
{
var expectedRecordCount = 15;
var year = 2015;
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService(rockContext);
var minDateValue = TestDataHelper.GetAnalyticsSourceMinDateForYear(rockContext, year);
var maxDateValue = TestDataHelper.GetAnalyticsSourceMaxDateForYear(rockContext, year);
for (var i = 0; i < 15; i++)
{
var financialPledge = BuildFinancialPledge(rockContext,
TestDataHelper.GetRandomDateInRange(minDateValue, maxDateValue),
TestDataHelper.GetRandomDateInRange(minDateValue, maxDateValue));
financialPledgeService.Add(financialPledge);
}
rockContext.SaveChanges();
var financialPledges = financialPledgeService.
Queryable("AnalyticsSourceDate").
Where(i => i.ForeignKey == financialPledgeForeignKey).
Where(i => i.StartSourceDate.CalendarYear == year);
Assert.AreEqual(expectedRecordCount, financialPledges.Count());
financialPledges = financialPledgeService.
Queryable("AnalyticsSourceDate").
Where(i => i.ForeignKey == financialPledgeForeignKey).
Where(i => i.EndSourceDate.CalendarYear == year);
Assert.AreEqual(expectedRecordCount, financialPledges.Count());
}
/// <summary>
/// Handles the Click event of the btnConfirmYes 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 btnConfirmYes_Click(object sender, EventArgs e)
{
var pledges = Session["CachedPledges"] as List <FinancialPledge>;
if (pledges == null)
{
return;
}
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
foreach (var pledge in pledges)
{
if (pledge == null || !pledge.IsValid)
{
continue;
}
pledgeService.Add(pledge);
}
rockContext.SaveChanges();
Session.Remove("CachedPledges");
ShowReceipt(pledges.Select(p => p.Id));
}
/// <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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialPledge pledge;
var pledgeService = new FinancialPledgeService();
var pledgeId = int.Parse(hfPledgeId.Value);
if (pledgeId == 0)
{
pledge = new FinancialPledge();
pledgeService.Add(pledge, CurrentPersonId);
}
else
{
pledge = pledgeService.Get(pledgeId);
}
pledge.PersonId = ppPerson.PersonId;
pledge.AccountId = int.Parse(fpFund.SelectedValue);
pledge.TotalAmount = decimal.Parse(tbAmount.Text);
pledge.StartDate = dpDateRange.LowerValue.Value;
pledge.EndDate = dpDateRange.UpperValue.Value;
pledge.PledgeFrequencyValueId = int.Parse(ddlFrequencyType.SelectedValue);
if (!pledge.IsValid)
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction(() => pledgeService.Save(pledge, 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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var person = FindPerson(rockContext);
var pledges = GetPledges(person).ToList();
// Does this person already have a pledge for these accounts?
// If so, give them the option to create a new one?
var personPledgeAccountIds = pledgeService.Queryable()
.Where(p => p.PersonId == person.Id)
.Select(p => p.AccountId)
.ToList();
if (Accounts.Any(a => personPledgeAccountIds.Contains(a.Id)))
{
pnlConfirm.Visible = true;
Session.Add("CachedPledges", pledges);
return;
}
foreach (var pledge in pledges)
{
if (!pledge.IsValid)
{
continue;
}
pledgeService.Add(pledge);
}
rockContext.SaveChanges();
ShowReceipt(pledges.Select(p => p.Id));
}
/// <summary>
/// Handles the Click event of the btnConfirmYes 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 btnConfirmYes_Click(object sender, EventArgs e)
{
var pledges = Session["CachedPledges"] as List <FinancialPledge>;
if (pledges == null)
{
return;
}
RockTransactionScope.WrapTransaction(() =>
{
foreach (var pledge in pledges)
{
if (pledge == null || !pledge.IsValid)
{
continue;
}
var pledgeService = new FinancialPledgeService();
pledgeService.Add(pledge, CurrentPersonId);
pledgeService.Save(pledge, CurrentPersonId);
}
Session.Remove("CachedPledges");
ShowReceipt(pledges.Select(p => p.Id));
});
}
/// <summary>
/// Event when the user clicks to delete the pledge
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
protected void rptPledges_Delete(object sender, CommandEventArgs e)
{
var pledgeGuid = e.CommandArgument.ToStringSafe().AsGuid();
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledge = pledgeService.Get(pledgeGuid);
string errorMessage;
if (pledge == null)
{
return;
}
if (!pledgeService.CanDelete(pledge, out errorMessage))
{
mdWarningAlert.Show(errorMessage, ModalAlertType.Information);
return;
}
pledgeService.Delete(pledge);
rockContext.SaveChanges();
ShowDetail();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
pnlUpdateMessage.Visible = false;
pnlResults.Visible = true;
int?accountId = apAccount.SelectedValue.AsIntegerOrNull();
if (!accountId.HasValue)
{
return;
}
var dateRange = SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues(drpSlidingDateRange.DelimitedValues);
DateTime?start = dateRange.Start ?? (DateTime?)System.Data.SqlTypes.SqlDateTime.MinValue;
DateTime?end = dateRange.End ?? ( DateTime? )System.Data.SqlTypes.SqlDateTime.MaxValue;
var minPledgeAmount = nrePledgeAmount.LowerValue;
var maxPledgeAmount = nrePledgeAmount.UpperValue;
var minComplete = nrePercentComplete.LowerValue;
var maxComplete = nrePercentComplete.UpperValue;
var minGiftAmount = nreAmountGiven.LowerValue;
var maxGiftAmount = nreAmountGiven.UpperValue;
int includeOption = rblInclude.SelectedValueAsInt() ?? 0;
bool includePledges = includeOption != 1;
bool includeGifts = includeOption != 0;
DataSet ds = FinancialPledgeService.GetPledgeAnalytics(accountId.Value, start, end,
minPledgeAmount, maxPledgeAmount, minComplete, maxComplete, minGiftAmount, maxGiftAmount,
includePledges, includeGifts);
System.Data.DataView dv = ds.Tables[0].DefaultView;
if (gList.SortProperty != null)
{
try
{
var sortProperties = new List <string>();
foreach (string prop in gList.SortProperty.Property.SplitDelimitedValues(false))
{
sortProperties.Add(string.Format("[{0}] {1}", prop, gList.SortProperty.DirectionString));
}
dv.Sort = sortProperties.AsDelimited(", ");
}
catch
{
dv.Sort = "[LastName] ASC, [NickName] ASC";
}
}
else
{
dv.Sort = "[LastName] ASC, [NickName] ASC";
}
gList.DataSource = dv;
gList.DataBind();
}
/// <summary>
/// Gets the pledge data for the given person and year.
/// </summary>
/// <param name="rockContext">The rock context.</param>
/// <param name="statementYear">The statement year.</param>
/// <param name="personAliasIds">The person alias ids.</param>
/// <returns></returns>
private static List <PledgeSummary> GetPledgeDataForPersonYear(RockContext rockContext, int statementYear, List <int> personAliasIds)
{
var pledges = new FinancialPledgeService(rockContext).Queryable().AsNoTracking()
.Where(p => p.PersonAliasId.HasValue && personAliasIds.Contains(p.PersonAliasId.Value) &&
p.StartDate.Year <= statementYear && p.EndDate.Year >= statementYear)
.GroupBy(p => p.Account)
.Select(g => new PledgeSummary
{
AccountId = g.Key.Id,
AccountName = g.Key.Name,
PublicName = g.Key.PublicName,
AmountPledged = g.Sum(p => p.TotalAmount),
PledgeStartDate = g.Min(p => p.StartDate),
PledgeEndDate = g.Max(p => p.EndDate)
})
.ToList();
// add detailed pledge information
foreach (var pledge in pledges)
{
var adjustedPledgeEndDate = pledge.PledgeEndDate.Value.Date;
var statementYearEnd = new DateTime(statementYear + 1, 1, 1);
if (adjustedPledgeEndDate != DateTime.MaxValue.Date)
{
adjustedPledgeEndDate = adjustedPledgeEndDate.AddDays(1);
}
if (adjustedPledgeEndDate > statementYearEnd)
{
adjustedPledgeEndDate = statementYearEnd;
}
if (adjustedPledgeEndDate > RockDateTime.Now)
{
adjustedPledgeEndDate = RockDateTime.Now;
}
pledge.AmountGiven = new FinancialTransactionDetailService(rockContext).Queryable()
.Where(t =>
t.AccountId == pledge.AccountId &&
t.Transaction.AuthorizedPersonAliasId.HasValue && personAliasIds.Contains(t.Transaction.AuthorizedPersonAliasId.Value) &&
t.Transaction.TransactionDateTime >= pledge.PledgeStartDate &&
t.Transaction.TransactionDateTime < adjustedPledgeEndDate)
.Sum(t => ( decimal? )t.Amount) ?? 0;
pledge.AmountRemaining = (pledge.AmountGiven > pledge.AmountPledged) ? 0 : (pledge.AmountPledged - pledge.AmountGiven);
if (pledge.AmountPledged > 0)
{
var test = ( double )pledge.AmountGiven / ( double )pledge.AmountPledged;
pledge.PercentComplete = ( int )((pledge.AmountGiven * 100) / pledge.AmountPledged);
}
}
return(pledges);
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="pledgeId">The pledge identifier.</param>
public void ShowDetail(int pledgeId)
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY);
ddlFrequencyType.BindToDefinedType(DefinedTypeCache.Read(frequencyTypeGuid), true);
FinancialPledge pledge = null;
if (pledgeId > 0)
{
pledge = new FinancialPledgeService(new RockContext()).Get(pledgeId);
lActionTitle.Text = ActionTitle.Edit(FinancialPledge.FriendlyTypeName).FormatAsHtmlTitle();
}
if (pledge == null)
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add(FinancialPledge.FriendlyTypeName).FormatAsHtmlTitle();
}
var isReadOnly = !IsUserAuthorized(Authorization.EDIT);
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
if (pledge.PersonAlias != null)
{
ppPerson.SetValue(pledge.PersonAlias.Person);
}
else
{
ppPerson.SetValue(null);
}
ppPerson.Enabled = !isReadOnly;
apAccount.SetValue(pledge.Account);
apAccount.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge?pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dpDateRange.LowerValue = pledge.StartDate;
dpDateRange.UpperValue = pledge.EndDate;
dpDateRange.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge?pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if (isReadOnly)
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed(FinancialPledge.FriendlyTypeName);
lActionTitle.Text = ActionTitle.View(BlockType.FriendlyTypeName);
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="itemKey">The item key.</param>
/// <param name="itemKeyValue">The item key value.</param>
public void ShowDetail(string itemKey, int itemKeyValue)
{
pnlDetails.Visible = true;
var frequencyTypeGuid = new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY);
ddlFrequencyType.BindToDefinedType(DefinedTypeCache.Read(frequencyTypeGuid));
FinancialPledge pledge;
if (itemKeyValue > 0)
{
pledge = new FinancialPledgeService().Get(itemKeyValue);
lActionTitle.Text = ActionTitle.Edit(FinancialPledge.FriendlyTypeName);
}
else
{
pledge = new FinancialPledge();
lActionTitle.Text = ActionTitle.Add(FinancialPledge.FriendlyTypeName);
}
var isReadOnly = !IsUserAuthorized("Edit");
var isNewPledge = pledge.Id == 0;
hfPledgeId.Value = pledge.Id.ToString();
ppPerson.SetValue(pledge.Person);
ppPerson.Enabled = !isReadOnly;
fpFund.SetValue(pledge.Account);
fpFund.Enabled = !isReadOnly;
tbAmount.Text = !isNewPledge?pledge.TotalAmount.ToString() : string.Empty;
tbAmount.ReadOnly = isReadOnly;
dtpStartDate.Text = !isNewPledge?pledge.StartDate.ToShortDateString() : string.Empty;
dtpStartDate.ReadOnly = isReadOnly;
dtpEndDate.Text = !isNewPledge?pledge.EndDate.ToShortDateString() : string.Empty;
dtpEndDate.ReadOnly = isReadOnly;
ddlFrequencyType.SelectedValue = !isNewPledge?pledge.PledgeFrequencyValueId.ToString() : string.Empty;
ddlFrequencyType.Enabled = !isReadOnly;
if (isReadOnly)
{
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed(FinancialPledge.FriendlyTypeName);
lActionTitle.Text = ActionTitle.View(BlockType.FriendlyTypeName);
btnCancel.Text = "Close";
}
btnSave.Visible = !isReadOnly;
}
/// <summary>
/// Event when the user clicks to edit the pledge
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
protected void rptPledges_Edit(object sender, CommandEventArgs e)
{
var pledgeGuid = e.CommandArgument.ToStringSafe().AsGuid();
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledge = pledgeService.Get(pledgeGuid);
if (pledge != null)
{
var queryParams = new Dictionary <string, string>();
queryParams.AddOrReplace(PageParameterKey.PledgeId, pledge.Id.ToString());
queryParams.AddOrReplace(PageParameterKey.PersonActionIdentifier, Person.GetPersonActionIdentifier("pledge"));
NavigateToLinkedPage(AttributeKey.PledgeDetailPage, queryParams);
}
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override System.Linq.Expressions.Expression GetExpression(Type entityType, Data.IService serviceInstance, System.Linq.Expressions.ParameterExpression parameterExpression, string selection)
{
string[] selectionValues = selection.Split('|');
if (selectionValues.Length >= 1)
{
var accountGuids = selectionValues[0].Split(',').Select(a => a.AsGuid()).ToList();
var accountIds = new FinancialAccountService((RockContext)serviceInstance.Context).GetByGuids(accountGuids).Select(a => a.Id).ToList();
var qry = new FinancialPledgeService((RockContext)serviceInstance.Context).Queryable()
.Where(p => p.AccountId.HasValue && accountIds.Contains(p.AccountId.Value));
Expression extractedFilterExpression = FilterExpressionExtractor.Extract <Rock.Model.FinancialPledge>(qry, parameterExpression, "p");
return(extractedFilterExpression);
}
return(null);
}
private void ShowReceipt(IEnumerable <int> ids)
{
// Pledges need to be loaded fresh from the database so they can
// be attached to a context and be fully hydrated with data.
var pledgeService = new FinancialPledgeService();
var pledges = pledgeService.Queryable().Where(p => ids.Contains(p.Id));
var person = pledges.Select(p => p.Person).FirstOrDefault();
rptCompletedPledges.DataSource = pledges.ToList();
rptCompletedPledges.DataBind();
if (person != null)
{
lPersonFullName.Text = person.FullName;
}
pnlForm.Visible = false;
pnlReceipt.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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialPledge pledge;
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledgeId = hfPledgeId.Value.AsInteger();
if (pledgeId == 0)
{
pledge = new FinancialPledge();
pledgeService.Add(pledge);
}
else
{
pledge = pledgeService.Get(pledgeId);
}
pledge.PersonAliasId = ppPerson.PersonAliasId;
pledge.GroupId = ddlGroup.SelectedValueAsInt();
pledge.AccountId = apAccount.SelectedValue.AsIntegerOrNull();
pledge.TotalAmount = tbAmount.Text.AsDecimal();
pledge.StartDate = dpDateRange.LowerValue.HasValue ? dpDateRange.LowerValue.Value : DateTime.MinValue;
pledge.EndDate = dpDateRange.UpperValue.HasValue ? dpDateRange.UpperValue.Value : DateTime.MaxValue;
pledge.PledgeFrequencyValueId = dvpFrequencyType.SelectedValue.AsIntegerOrNull();
pledge.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, pledge);
if (!pledge.IsValid)
{
ShowInvalidResults(pledge.ValidationResults);
return;
}
rockContext.SaveChanges();
pledge.SaveAttributeValues(rockContext);
NavigateToParentPage();
}
/// <summary>
/// Binds the pledge list.
/// </summary>
private void BindPledgeList()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledgesQry = pledgeService.Queryable();
pledgesQry = pledgesQry.Where(p => p.PersonAlias.Person.GivingId == Person.GivingId);
// Filter by configured limit accounts if specified.
var accountGuids = GetAttributeValue(AttributeKey.Accounts).SplitDelimitedValues().AsGuidList();
if (accountGuids.Any())
{
pledgesQry = pledgesQry.Where(p => accountGuids.Contains(p.Account.Guid));
}
var pledges = pledgesQry.ToList();
rptPledges.DataSource = pledges;
rptPledges.DataBind();
}
/// <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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
FinancialPledge pledge;
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledgeId = hfPledgeId.Value.AsInteger();
if (pledgeId == 0)
{
pledge = new FinancialPledge();
pledgeService.Add(pledge);
}
else
{
pledge = pledgeService.Get(pledgeId);
}
if (ppPerson.PersonId.HasValue)
{
pledge.PersonAliasId = ppPerson.PersonAliasId;
}
pledge.AccountId = apAccount.SelectedValue.AsIntegerOrNull();
pledge.TotalAmount = tbAmount.Text.AsDecimal();
pledge.StartDate = dpDateRange.LowerValue.HasValue ? dpDateRange.LowerValue.Value : DateTime.MinValue;
pledge.EndDate = dpDateRange.UpperValue.HasValue ? dpDateRange.UpperValue.Value : DateTime.MaxValue;
pledge.PledgeFrequencyValueId = ddlFrequencyType.SelectedValue.AsIntegerOrNull();
if (!pledge.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var pledgeService = new FinancialPledgeService();
var person = FindPerson();
var pledges = GetPledges(person).ToList();
// Does this person already have a pledge for these accounts?
// If so, give them the option to create a new one?
var personPledgeAccountIds = pledgeService.Queryable()
.Where(p => p.PersonId == person.Id)
.Select(p => p.AccountId)
.ToList();
if (Accounts.Any(a => personPledgeAccountIds.Contains(a.Id)))
{
pnlConfirm.Visible = true;
Session.Add("CachedPledges", pledges);
return;
}
foreach (var pledge in pledges)
{
if (!pledge.IsValid)
{
continue;
}
pledgeService.Add(pledge, person.Id);
pledgeService.Save(pledge, person.Id);
}
ShowReceipt(pledges.Select(p => p.Id));
});
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var pledgeService = new FinancialPledgeService();
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
if (ppFilterPerson.PersonId.HasValue)
{
pledges = pledges.Where(p => p.PersonId == ppFilterPerson.PersonId.Value);
}
var accountIds = fpFilterAccount.SelectedValuesAsInt().Where(i => i != 0).ToList();
if (accountIds.Any())
{
pledges = pledges.Where(p => p.AccountId.HasValue && accountIds.Contains(p.AccountId.Value));
}
gPledges.DataSource = sortProperty != null?pledges.Sort(sortProperty).ToList() : pledges.OrderBy(p => p.AccountId).ToList();
gPledges.DataBind();
}
/// <summary>
/// Handles the Delete event of the gPledges control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gPledges_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var pledge = pledgeService.Get(e.RowKeyId);
string errorMessage;
if (pledge == null)
{
return;
}
if (!pledgeService.CanDelete(pledge, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
pledgeService.Delete(pledge);
rockContext.SaveChanges();
BindGrid();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
Person person = null;
if (TargetPerson != null)
{
person = TargetPerson;
}
else
{
int?personId = gfPledges.GetUserPreference("Person").AsIntegerOrNull();
if (personId.HasValue)
{
person = new PersonService(rockContext).Get(personId.Value);
}
}
if (person != null)
{
// if a person is specified, get pledges for that person ( and also anybody in their GivingUnit )
pledges = pledges.Where(p => p.PersonAlias.Person.GivingId == person.GivingId);
}
// get the accounts and make sure they still exist by checking the database
var accountIds = gfPledges.GetUserPreference("Accounts").Split(',').AsIntegerList();
accountIds = new FinancialAccountService(rockContext).GetByIds(accountIds).Select(a => a.Id).ToList();
if (accountIds.Any())
{
pledges = pledges.Where(p => p.AccountId.HasValue && accountIds.Contains(p.AccountId.Value));
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfPledges.GetUserPreference("Date Range");
var filterStartDate = drp.LowerValue ?? DateTime.MinValue;
var filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
pledges = pledges.Where(p => !(p.StartDate > filterEndDate) && !(p.EndDate < filterStartDate));
gPledges.DataSource = sortProperty != null?pledges.Sort(sortProperty).ToList() : pledges.OrderBy(p => p.AccountId).ToList();
gPledges.DataBind();
}
/// <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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService(rockContext);
var financialAccountService = new FinancialAccountService(rockContext);
var definedValueService = new DefinedValueService(rockContext);
var person = FindPerson(rockContext);
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonAliasId = person.PrimaryAliasId;
financialPledge.GroupId = ddlGroup.SelectedValueAsInt();
var financialAccount = financialAccountService.Get(GetAttributeValue("Account").AsGuid());
if (financialAccount != null)
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Value ?? 0.0m;
var pledgeFrequencySelection = DefinedValueCache.Get(ddlFrequency.SelectedValue.AsInteger());
if (pledgeFrequencySelection != null)
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if (sender != btnConfirm)
{
var duplicatePledges = financialPledgeService.Queryable()
.Where(a => a.PersonAlias.PersonId == person.Id)
.Where(a => a.AccountId == financialPledge.AccountId)
.Where(a => a.StartDate == financialPledge.StartDate)
.Where(a => a.EndDate == financialPledge.EndDate).ToList();
if (duplicatePledges.Any())
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach (var pledge in duplicatePledges.OrderBy(a => a.StartDate).ThenBy(a => a.Account.Name))
{
nbDuplicatePledgeWarning.Text += string.Format("<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount);
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
if (financialPledge.IsValid)
{
financialPledgeService.Add(financialPledge);
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get(financialPledge.PledgeFrequencyValueId ?? 0);
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields(this.RockPage, this.CurrentPerson);
mergeFields.Add("Person", person);
mergeFields.Add("FinancialPledge", financialPledge);
mergeFields.Add("PledgeFrequency", pledgeFrequencySelection);
mergeFields.Add("Account", financialAccount);
lReceipt.Text = GetAttributeValue("ReceiptText").ResolveMergeFields(mergeFields);
// Resolve any dynamic url references
string appRoot = ResolveRockUrl("~/");
string themeRoot = ResolveRockUrl("~~/");
lReceipt.Text = lReceipt.Text.Replace("~~/", themeRoot).Replace("~/", appRoot);
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue("ConfirmationEmailTemplate").AsGuidOrNull();
if (confirmationEmailTemplateGuid.HasValue)
{
var emailMessage = new RockEmailMessage(confirmationEmailTemplateGuid.Value);
emailMessage.AddRecipient(new RockEmailMessageRecipient(person, mergeFields));
emailMessage.AppRoot = ResolveRockUrl("~/");
emailMessage.ThemeRoot = ResolveRockUrl("~~/");
emailMessage.Send();
}
}
else
{
ShowInvalidResults(financialPledge.ValidationResults);
}
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="totalRows">The total rows.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge(IQueryable <Row> tableData, long totalRows = 0)
{
var lookupContext = new RockContext();
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
var importedPledges = new FinancialPledgeService(lookupContext).Queryable().AsNoTracking().ToList();
var pledgeFrequencies = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY), lookupContext).DefinedValues;
var oneTimePledgeFrequencyId = pledgeFrequencies.FirstOrDefault(f => f.Guid == new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME)).Id;
var newPledges = new List <FinancialPledge>();
if (totalRows == 0)
{
totalRows = tableData.Count();
}
var completedItems = 0;
var percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, $"Verifying pledge import ({totalRows:N0} found).");
foreach (var row in tableData.Where(r => r != null))
{
var amount = row["Total_Pledge"] as decimal?;
var startDate = row["Start_Date"] as DateTime?;
var endDate = row["End_Date"] as DateTime?;
if (amount.HasValue && startDate.HasValue && endDate.HasValue)
{
var individualId = row["Individual_ID"] as int?;
var householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys(individualId, householdId, includeVisitors: false);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
var pledge = new FinancialPledge
{
PersonAliasId = personKeys.PersonAliasId,
CreatedByPersonAliasId = ImportPersonAliasId,
ModifiedDateTime = ImportDateTime,
StartDate = ( DateTime )startDate,
EndDate = ( DateTime )endDate,
TotalAmount = ( decimal )amount
};
var frequency = row["Pledge_Frequency_Name"].ToString();
if (!string.IsNullOrWhiteSpace(frequency))
{
if (frequency.Equals("one time", StringComparison.OrdinalIgnoreCase) || frequency.Equals("as can", StringComparison.OrdinalIgnoreCase))
{
pledge.PledgeFrequencyValueId = oneTimePledgeFrequencyId;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where(f => f.Value.StartsWith(frequency, StringComparison.OrdinalIgnoreCase) || f.Description.StartsWith(frequency, StringComparison.OrdinalIgnoreCase))
.Select(f => f.Id).FirstOrDefault();
}
}
var fundName = row["Fund_Name"] as string;
var subFund = row["Sub_Fund_Name"] as string;
if (!string.IsNullOrWhiteSpace(fundName))
{
var parentAccount = accountList.FirstOrDefault(a => !a.CampusId.HasValue && a.Name.Equals(fundName.Truncate(50), StringComparison.OrdinalIgnoreCase));
if (parentAccount == null)
{
parentAccount = AddFinancialAccount(lookupContext, fundName, $"{fundName} imported {ImportDateTime}", string.Empty, null, null, null, startDate, fundName.RemoveSpecialCharacters());
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{subFund} {fundName}";
var childAccount = accountList.FirstOrDefault(c => c.ParentAccountId == parentAccount.Id && c.Name.Equals(subFund.Truncate(50), StringComparison.OrdinalIgnoreCase));
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddFinancialAccount(lookupContext, subFund, $"{subFund} imported {ImportDateTime}", string.Empty, campusFundId, parentAccount.Id, null, startDate, subFund.RemoveSpecialCharacters(), accountTypeValueId: parentAccount.AccountTypeValueId);
accountList.Add(childAccount);
}
pledge.AccountId = childAccount.Id;
}
else
{
pledge.AccountId = parentAccount.Id;
}
}
newPledges.Add(pledge);
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, $"{completedItems:N0} pledges imported ({percentComplete}% complete).");
}
if (completedItems % ReportingNumber < 1)
{
SavePledges(newPledges);
ReportPartialProgress();
newPledges.Clear();
}
}
}
}
if (newPledges.Any())
{
SavePledges(newPledges);
}
ReportProgress(100, $"Finished pledge import: {completedItems:N0} pledges imported.");
}
/// <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>
/// <exception cref="System.NotImplementedException"></exception>
protected void btnSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialPledgeService = new FinancialPledgeService(rockContext);
var financialAccountService = new FinancialAccountService(rockContext);
var definedValueService = new DefinedValueService(rockContext);
var person = FindPerson(rockContext);
FinancialPledge financialPledge = new FinancialPledge();
financialPledge.PersonAliasId = person.PrimaryAliasId;
var financialAccount = financialAccountService.Get(GetAttributeValue("Account").AsGuid());
if (financialAccount != null)
{
financialPledge.AccountId = financialAccount.Id;
}
financialPledge.TotalAmount = tbTotalAmount.Text.AsDecimal();
var pledgeFrequencySelection = DefinedValueCache.Read(bddlFrequency.SelectedValue.AsInteger());
if (pledgeFrequencySelection != null)
{
financialPledge.PledgeFrequencyValueId = pledgeFrequencySelection.Id;
}
financialPledge.StartDate = drpDateRange.LowerValue ?? DateTime.MinValue;
financialPledge.EndDate = drpDateRange.UpperValue ?? DateTime.MaxValue;
if (sender != btnConfirm)
{
var duplicatePledges = financialPledgeService.Queryable()
.Where(a => a.PersonAlias.PersonId == person.Id)
.Where(a => a.AccountId == financialPledge.AccountId)
.Where(a => a.StartDate == financialPledge.StartDate)
.Where(a => a.EndDate == financialPledge.EndDate).ToList();
if (duplicatePledges.Any())
{
pnlAddPledge.Visible = false;
pnlConfirm.Visible = true;
nbDuplicatePledgeWarning.Text = "The following pledges have already been entered for you:";
nbDuplicatePledgeWarning.Text += "<ul>";
foreach (var pledge in duplicatePledges.OrderBy(a => a.StartDate).ThenBy(a => a.Account.Name))
{
nbDuplicatePledgeWarning.Text += string.Format("<li>{0} {1} {2}</li>", pledge.Account, pledge.PledgeFrequencyValue, pledge.TotalAmount);
}
nbDuplicatePledgeWarning.Text += "</ul>";
return;
}
}
financialPledgeService.Add(financialPledge);
rockContext.SaveChanges();
// populate account so that Liquid can access it
financialPledge.Account = financialAccount;
// populate PledgeFrequencyValue so that Liquid can access it
financialPledge.PledgeFrequencyValue = definedValueService.Get(financialPledge.PledgeFrequencyValueId ?? 0);
var mergeObjects = Rock.Web.Cache.GlobalAttributesCache.GetMergeFields(this.CurrentPerson);
mergeObjects.Add("Person", person);
mergeObjects.Add("FinancialPledge", financialPledge);
mergeObjects.Add("PledgeFrequency", pledgeFrequencySelection);
mergeObjects.Add("Account", financialAccount);
lReceipt.Text = GetAttributeValue("ReceiptText").ResolveMergeFields(mergeObjects);
// Resolve any dynamic url references
string appRoot = ResolveRockUrl("~/");
string themeRoot = ResolveRockUrl("~~/");
lReceipt.Text = lReceipt.Text.Replace("~~/", themeRoot).Replace("~/", appRoot);
// show liquid help for debug
if (GetAttributeValue("EnableDebug").AsBoolean() && IsUserAuthorized(Authorization.EDIT))
{
lReceipt.Text += mergeObjects.lavaDebugInfo();
}
lReceipt.Visible = true;
pnlAddPledge.Visible = false;
pnlConfirm.Visible = false;
// if a ConfirmationEmailTemplate is configured, send an email
var confirmationEmailTemplateGuid = GetAttributeValue("ConfirmationEmailTemplate").AsGuidOrNull();
if (confirmationEmailTemplateGuid.HasValue)
{
var recipients = new List <Rock.Communication.RecipientData>();
// add person and the mergeObjects (same mergeobjects as receipt)
recipients.Add(new Rock.Communication.RecipientData(person.Email, mergeObjects));
Rock.Communication.Email.Send(confirmationEmailTemplateGuid.Value, recipients, ResolveRockUrl("~/"), ResolveRockUrl("~~/"));
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
Person person = null;
if (TargetPerson != null)
{
person = TargetPerson;
}
else
{
int?personId = gfPledges.GetUserPreference("Person").AsIntegerOrNull();
if (personId.HasValue && ppFilterPerson.Visible)
{
person = new PersonService(rockContext).Get(personId.Value);
}
}
if (person != null)
{
// if a person is specified, get pledges for that person ( and also anybody in their GivingUnit )
pledges = pledges.Where(p => p.PersonAlias.Person.GivingId == person.GivingId);
}
// Filter by configured limit accounts if specified.
var accountGuids = GetAttributeValue("Accounts").SplitDelimitedValues().AsGuidList();
if (accountGuids.Any())
{
pledges = pledges.Where(p => accountGuids.Contains(p.Account.Guid));
}
// get the accounts and make sure they still exist by checking the database
var accountIds = gfPledges.GetUserPreference("Accounts").Split(',').AsIntegerList();
accountIds = new FinancialAccountService(rockContext).GetByIds(accountIds).Select(a => a.Id).ToList();
if (accountIds.Any() && apFilterAccount.Visible)
{
pledges = pledges.Where(p => p.AccountId.HasValue && accountIds.Contains(p.AccountId.Value));
}
// Date Range
DateRange filterDateRange = DateRangePicker.CalculateDateRangeFromDelimitedValues(gfPledges.GetUserPreference("Date Range"));
var filterStartDate = filterDateRange.Start ?? DateTime.MinValue;
var filterEndDate = filterDateRange.End ?? DateTime.MaxValue;
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
if (drpDates.Visible && (filterDateRange.Start.HasValue || filterDateRange.End.HasValue))
{
pledges = pledges.Where(p => !(p.StartDate > filterEndDate) && !(p.EndDate < filterStartDate));
}
// Last Modified
DateRange filterModifiedDateRange = DateRangePicker.CalculateDateRangeFromDelimitedValues(gfPledges.GetUserPreference("Last Modified"));
var filterModifiedStartDate = filterModifiedDateRange.Start ?? DateTime.MinValue;
var filterModifiedEndDate = filterModifiedDateRange.End ?? DateTime.MaxValue;
if (drpLastModifiedDates.Visible && (filterModifiedDateRange.Start.HasValue || filterModifiedDateRange.End.HasValue))
{
pledges = pledges.Where(p => !(p.ModifiedDateTime >= filterModifiedEndDate) && !(p.ModifiedDateTime <= filterModifiedStartDate));
}
gPledges.DataSource = sortProperty != null?pledges.Sort(sortProperty).ToList() : pledges.OrderBy(p => p.AccountId).ToList();
gPledges.DataBind();
var showAccountSummary = this.GetAttributeValue("ShowAccountSummary").AsBoolean();
if (showAccountSummary || TargetPerson == null)
{
pnlSummary.Visible = true;
var summaryList = pledges
.GroupBy(a => a.AccountId)
.Select(a => new AccountSummaryRow
{
AccountId = a.Key.Value,
TotalAmount = a.Sum(x => x.TotalAmount),
Name = a.Select(p => p.Account.Name).FirstOrDefault(),
Order = a.Select(p => p.Account.Order).FirstOrDefault()
}).ToList();
var grandTotalAmount = (summaryList.Count > 0) ? summaryList.Sum(a => a.TotalAmount) : 0;
lGrandTotal.Text = grandTotalAmount.FormatAsCurrency();
rptAccountSummary.DataSource = summaryList.Select(a => new { a.Name, TotalAmount = a.TotalAmount.FormatAsCurrency() }).ToList();
rptAccountSummary.DataBind();
}
else
{
pnlSummary.Visible = false;
}
}
/// <summary>
/// Gets the financial pledge query.
/// </summary>
/// <param name="options">The options.</param>
/// <param name="rockContext">The rock context.</param>
/// <param name="usePersonFilters">if set to <c>true</c> [use person filters].</param>
/// <returns></returns>
private IQueryable <FinancialPledge> GetFinancialPledgeQuery(StatementGeneratorOptions options, RockContext rockContext, bool usePersonFilters)
{
// pledge information
var pledgeQry = new FinancialPledgeService(rockContext).Queryable();
// only include pledges that started *before* the enddate of the statement ( we don't want pledges that start AFTER the statement end date )
if (options.EndDate.HasValue)
{
pledgeQry = pledgeQry.Where(p => p.StartDate <= options.EndDate.Value);
}
// also only include pledges that ended *after* the statement start date ( we don't want pledges that ended BEFORE the statement start date )
pledgeQry = pledgeQry.Where(p => p.EndDate >= options.StartDate.Value);
// Filter to specified AccountIds (if specified)
if (options.PledgesAccountIds == null || !options.PledgesAccountIds.Any())
{
// if no PledgeAccountIds where specified, don't include any pledges
pledgeQry = pledgeQry.Where(a => false);
}
else
{
// NOTE: Only get the Pledges that were specifically pledged to the selected accounts
// If the PledgesIncludeChildAccounts = true, we'll include transactions to those child accounts as part of the pledge (but only one level deep)
var selectedAccountIds = options.PledgesAccountIds;
pledgeQry = pledgeQry.Where(a => a.AccountId.HasValue && selectedAccountIds.Contains(a.AccountId.Value));
}
if (usePersonFilters)
{
if (options.PersonId.HasValue)
{
// If PersonId is specified, then this statement is for a specific person, so don't do any other filtering
string personGivingId = new PersonService(rockContext).Queryable().Where(a => a.Id == options.PersonId.Value).Select(a => a.GivingId).FirstOrDefault();
if (personGivingId != null)
{
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.GivingId == personGivingId);
}
else
{
// shouldn't happen, but just in case person doesn't exist
pledgeQry = pledgeQry.Where(a => false);
}
}
else
{
// unless we are using a DataView for filtering, filter based on the IncludeBusiness and ExcludeInActiveIndividuals options
if (!options.DataViewId.HasValue)
{
if (!options.IncludeBusinesses)
{
int recordTypeValueIdPerson = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON.AsGuid()).Id;
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.RecordTypeValueId == recordTypeValueIdPerson);
}
if (options.ExcludeInActiveIndividuals)
{
int recordStatusValueIdActive = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE.AsGuid()).Id;
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.RecordStatusValueId == recordStatusValueIdActive);
}
// Only include Non-Deceased People even if we are including inactive individuals
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.IsDeceased == false);
}
}
}
return(pledgeQry);
}
private void DisplayResults()
{
RockContext rockContext = new RockContext();
var statementYear = RockDateTime.Now.Year;
if (Request["StatementYear"] != null)
{
Int32.TryParse(Request["StatementYear"].ToString(), out statementYear);
}
FinancialTransactionDetailService financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
Person targetPerson = CurrentPerson;
List <Guid> excludedCurrencyTypes = new List <Guid>();
if (!string.IsNullOrWhiteSpace(GetAttributeValue("ExcludedCurrencyTypes")))
{
excludedCurrencyTypes = GetAttributeValue("ExcludedCurrencyTypes").Split(',').Select(Guid.Parse).ToList();
}
if (GetAttributeValue("AllowPersonQuerystring").AsBoolean())
{
if (!string.IsNullOrWhiteSpace(Request["PersonGuid"]))
{
Guid?personGuid = Request["PersonGuid"].AsGuidOrNull();
if (personGuid.HasValue)
{
var person = new PersonService(rockContext).Get(personGuid.Value);
if (person != null)
{
targetPerson = person;
}
}
}
}
// fetch all the possible PersonAliasIds that have this GivingID to help optimize the SQL
var personAliasIds = new PersonAliasService(rockContext).Queryable().Where(a => a.Person.GivingId == targetPerson.GivingId).Select(a => a.Id).ToList();
// get the transactions for the person or all the members in the person's giving group (Family)
var qry = financialTransactionDetailService.Queryable().AsNoTracking()
.Where(t => t.Transaction.AuthorizedPersonAliasId.HasValue && personAliasIds.Contains(t.Transaction.AuthorizedPersonAliasId.Value));
qry = qry.Where(t => t.Transaction.TransactionDateTime.Value.Year == statementYear);
if (string.IsNullOrWhiteSpace(GetAttributeValue("Accounts")))
{
qry = qry.Where(t => t.Account.IsTaxDeductible);
}
else
{
var accountGuids = GetAttributeValue("Accounts").Split(',').Select(Guid.Parse).ToList();
qry = qry.Where(t => accountGuids.Contains(t.Account.Guid));
}
if (excludedCurrencyTypes.Count > 0)
{
qry = qry.Where(t => !excludedCurrencyTypes.Contains(t.Transaction.FinancialPaymentDetail.CurrencyTypeValue.Guid));
}
qry = qry.OrderByDescending(t => t.Transaction.TransactionDateTime);
var mergeFields = new Dictionary <string, object>();
mergeFields.Add("StatementStartDate", "1/1/" + statementYear.ToString());
if (statementYear == RockDateTime.Now.Year)
{
mergeFields.Add("StatementEndDate", RockDateTime.Now);
}
else
{
mergeFields.Add("StatementEndDate", "12/31/" + statementYear.ToString());
}
var familyGroupTypeId = GroupTypeCache.Read(Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY).Id;
var groupMemberQry = new GroupMemberService(rockContext).Queryable().Where(m => m.Group.GroupTypeId == familyGroupTypeId);
// get giving group members in order by family role (adult -> child) and then gender (male -> female)
var givingGroup = new PersonService(rockContext).Queryable().AsNoTracking()
.Where(p => p.GivingId == targetPerson.GivingId)
.GroupJoin(
groupMemberQry,
p => p.Id,
m => m.PersonId,
(p, m) => new { p, m })
.SelectMany(x => x.m.DefaultIfEmpty(), (y, z) => new { Person = y.p, GroupMember = z })
.Select(p => new { FirstName = p.Person.NickName, LastName = p.Person.LastName, FamilyRoleOrder = p.GroupMember.GroupRole.Order, Gender = p.Person.Gender, PersonId = p.Person.Id })
.DistinctBy(p => p.PersonId)
.OrderBy(p => p.FamilyRoleOrder).ThenBy(p => p.Gender)
.ToList();
string salutation = string.Empty;
if (givingGroup.GroupBy(g => g.LastName).Count() == 1)
{
salutation = string.Join(", ", givingGroup.Select(g => g.FirstName)) + " " + givingGroup.FirstOrDefault().LastName;
if (salutation.Contains(","))
{
salutation = salutation.ReplaceLastOccurrence(",", " &");
}
}
else
{
salutation = string.Join(", ", givingGroup.Select(g => g.FirstName + " " + g.LastName));
if (salutation.Contains(","))
{
salutation = salutation.ReplaceLastOccurrence(",", " &");
}
}
mergeFields.Add("Salutation", salutation);
var homeAddress = targetPerson.GetHomeLocation();
if (homeAddress != null)
{
mergeFields.Add("StreetAddress1", homeAddress.Street1);
mergeFields.Add("StreetAddress2", homeAddress.Street2);
mergeFields.Add("City", homeAddress.City);
mergeFields.Add("State", homeAddress.State);
mergeFields.Add("PostalCode", homeAddress.PostalCode);
mergeFields.Add("Country", homeAddress.Country);
}
else
{
mergeFields.Add("StreetAddress1", string.Empty);
mergeFields.Add("StreetAddress2", string.Empty);
mergeFields.Add("City", string.Empty);
mergeFields.Add("State", string.Empty);
mergeFields.Add("PostalCode", string.Empty);
mergeFields.Add("Country", string.Empty);
}
mergeFields.Add("TransactionDetails", qry.ToList());
mergeFields.Add("AccountSummary", qry.GroupBy(t => t.Account.Name).Select(s => new AccountSummary {
AccountName = s.Key, Total = s.Sum(a => a.Amount), Order = s.Max(a => a.Account.Order)
}).OrderBy(s => s.Order));
// pledge information
var pledges = new FinancialPledgeService(rockContext).Queryable().AsNoTracking()
.Where(p => p.PersonAliasId.HasValue && personAliasIds.Contains(p.PersonAliasId.Value))
.GroupBy(p => p.Account)
.Select(g => new PledgeSummary
{
AccountId = g.Key.Id,
AccountName = g.Key.Name,
AmountPledged = g.Sum(p => p.TotalAmount),
PledgeStartDate = g.Min(p => p.StartDate),
PledgeEndDate = g.Max(p => p.EndDate)
})
.ToList();
// add detailed pledge information
foreach (var pledge in pledges)
{
var adjustedPedgeEndDate = pledge.PledgeEndDate.Value.Date.AddDays(1);
pledge.AmountGiven = new FinancialTransactionDetailService(rockContext).Queryable()
.Where(t =>
t.AccountId == pledge.AccountId &&
t.Transaction.AuthorizedPersonAliasId.HasValue && personAliasIds.Contains(t.Transaction.AuthorizedPersonAliasId.Value) &&
t.Transaction.TransactionDateTime >= pledge.PledgeStartDate &&
t.Transaction.TransactionDateTime < adjustedPedgeEndDate)
.Sum(t => ( decimal? )t.Amount) ?? 0;
pledge.AmountRemaining = (pledge.AmountGiven > pledge.AmountPledged) ? 0 : (pledge.AmountPledged - pledge.AmountGiven);
if (pledge.AmountPledged > 0)
{
var test = (double)pledge.AmountGiven / (double)pledge.AmountPledged;
pledge.PercentComplete = (int)((pledge.AmountGiven * 100) / pledge.AmountPledged);
}
}
mergeFields.Add("Pledges", pledges);
var template = GetAttributeValue("LavaTemplate");
lResults.Text = template.ResolveMergeFields(mergeFields);
// show debug info
if (GetAttributeValue("EnableDebug").AsBoolean() && IsUserAuthorized(Authorization.EDIT))
{
lDebug.Visible = true;
lDebug.Text = mergeFields.lavaDebugInfo();
}
}
