/// <summary>
/// Shows the detail.
/// </summary>
/// <param name="statementTemplateId">The statement template identifier.</param>
public void ShowDetail(int statementTemplateId)
{
FinancialStatementTemplate financialStatementTemplate = null;
bool editAllowed = UserCanEdit;
if (!statementTemplateId.Equals(0))
{
financialStatementTemplate = new FinancialStatementTemplateService(new RockContext()).Get(statementTemplateId);
editAllowed = editAllowed || financialStatementTemplate.IsAuthorized(Authorization.EDIT, CurrentPerson);
pdAuditDetails.SetEntity(financialStatementTemplate, ResolveRockUrl("~"));
}
if (financialStatementTemplate == null)
{
financialStatementTemplate = new FinancialStatementTemplate();
// hide the panel drawer that show created and last modified dates
pdAuditDetails.Visible = false;
}
hfStatementTemplateId.Value = financialStatementTemplate.Id.ToString();
bool readOnly = false;
nbEditModeMessage.Text = string.Empty;
if (!editAllowed)
{
readOnly = true;
nbEditModeMessage.Text = EditModeMessage.ReadOnlyEditActionNotAllowed(FinancialStatementTemplate.FriendlyTypeName);
}
if (readOnly)
{
ShowReadonlyDetails(financialStatementTemplate);
}
else
{
if (financialStatementTemplate.Id > 0)
{
ShowReadonlyDetails(financialStatementTemplate);
}
else
{
ShowEditDetails(financialStatementTemplate);
}
}
}
/// <summary>
/// Shows the summary.
/// </summary>
/// <param name="statementTemplate">The statement template.</param>
private void ShowReadonlyDetails(FinancialStatementTemplate financialStatementTemplate)
{
SetEditMode(false);
if (financialStatementTemplate != null)
{
hfStatementTemplateId.SetValue(financialStatementTemplate.Id);
lTitle.Text = string.Format("{0} Template", financialStatementTemplate.Name).FormatAsHtmlTitle();
hlInactive.Visible = !financialStatementTemplate.IsActive;
lAccountDescription.Text = financialStatementTemplate.Description;
var transactionSettings = financialStatementTemplate.ReportSettings.TransactionSettings;
var detailsDescription = new DescriptionList();
if (transactionSettings.AccountSelectionOption == FinancialStatementTemplateTransactionSettingAccountSelectionOption.AllTaxDeductibleAccounts)
{
var accountList = new FinancialAccountService(new RockContext()).Queryable()
.Where(a => a.IsActive && a.IsTaxDeductible)
.ToList();
detailsDescription.Add("Accounts for Transactions", accountList.Select(a => a.Name).ToList().AsDelimited("<br/>"));
}
else
{
if (transactionSettings.SelectedAccountIds.Any())
{
var accountList = new FinancialAccountService(new RockContext())
.GetByIds(transactionSettings.SelectedAccountIds)
.Where(a => a.IsActive)
.ToList();
detailsDescription.Add("Accounts for Transactions", accountList.Select(a => a.Name).ToList().AsDelimited("<br/>"));
}
}
if (transactionSettings.TransactionTypeGuids.Any())
{
var transactionTypes = transactionSettings.TransactionTypeGuids.Select(a => DefinedValueCache.Get(a)?.Value ?? string.Empty).ToList();
detailsDescription.Add("Transaction Types", transactionTypes.AsDelimited("<br/>"));
}
lDetails.Text = detailsDescription.Html;
}
}
/// <summary>
/// Shows the edit details.
/// </summary>
/// <param name="financialStatementTemplate">The financial statement template.</param>
private void ShowEditDetails(FinancialStatementTemplate financialStatementTemplate)
{
if (financialStatementTemplate.Id == 0)
{
lTitle.Text = ActionTitle.Add(FinancialStatementTemplate.FriendlyTypeName).FormatAsHtmlTitle();
// hide the panel drawer that show created and last modified dates
pdAuditDetails.Visible = false;
}
else
{
lTitle.Text = financialStatementTemplate.Name.FormatAsHtmlTitle();
}
hlInactive.Visible = !financialStatementTemplate.IsActive;
SetEditMode(true);
LoadDropDowns();
tbName.Text = financialStatementTemplate.Name;
cbIsActive.Checked = financialStatementTemplate.IsActive;
tbDescription.Text = financialStatementTemplate.Description;
ceReportTemplate.Text = financialStatementTemplate.ReportTemplate;
ceFooterTemplateHtmlFragment.Text = financialStatementTemplate.FooterSettings.HtmlFragment;
imgTemplateLogo.BinaryFileId = financialStatementTemplate.LogoBinaryFileId;
nbMarginTopMillimeters.IntegerValue = financialStatementTemplate.ReportSettings.PDFSettings.MarginTopMillimeters;
nbMarginBottomMillimeters.IntegerValue = financialStatementTemplate.ReportSettings.PDFSettings.MarginBottomMillimeters;
nbMarginLeftMillimeters.IntegerValue = financialStatementTemplate.ReportSettings.PDFSettings.MarginLeftMillimeters;
nbMarginRightMillimeters.IntegerValue = financialStatementTemplate.ReportSettings.PDFSettings.MarginRightMillimeters;
ddlPaperSize.SetValue(financialStatementTemplate.ReportSettings.PDFSettings.PaperSize.ConvertToInt());
var transactionSetting = financialStatementTemplate.ReportSettings.TransactionSettings;
cbHideRefundedTransactions.Checked = transactionSetting.HideRefundedTransactions;
cbHideModifiedTransactions.Checked = transactionSetting.HideCorrectedTransactionOnSameData;
dvpCurrencyTypesCashGifts.SetValues(transactionSetting.CurrencyTypesForCashGiftGuids.Select(a => DefinedValueCache.GetId(a)).Where(a => a.HasValue).Select(a => a.Value).ToList());
dvpCurrencyTypesNonCashGifts.SetValues(transactionSetting.CurrencyTypesForNonCashGuids.Select(a => DefinedValueCache.GetId(a)).Where(a => a.HasValue).Select(a => a.Value).ToList());
dvpTransactionType.SetValues(transactionSetting.TransactionTypeGuids.Select(a => DefinedValueCache.GetId(a)).Where(a => a.HasValue).Select(a => a.Value).ToList());
rbAllTaxDeductibleAccounts.Checked = transactionSetting.AccountSelectionOption == FinancialStatementTemplateTransactionSettingAccountSelectionOption.AllTaxDeductibleAccounts;
rbUseCustomAccountIds.Checked = transactionSetting.AccountSelectionOption != FinancialStatementTemplateTransactionSettingAccountSelectionOption.AllTaxDeductibleAccounts;
if (transactionSetting.SelectedAccountIds.Any())
{
var accountList = new FinancialAccountService(new RockContext())
.GetByIds(transactionSetting.SelectedAccountIds)
.Where(a => a.IsActive)
.ToList();
apTransactionAccountsCustom.SetValues(accountList);
}
cbIncludeChildAccountsCustom.Checked = transactionSetting.AccountSelectionOption == FinancialStatementTemplateTransactionSettingAccountSelectionOption.SelectedAccountsIncludeChildren;
apTransactionAccountsCustom.Visible = transactionSetting.AccountSelectionOption != FinancialStatementTemplateTransactionSettingAccountSelectionOption.AllTaxDeductibleAccounts;
cbIncludeChildAccountsCustom.Visible = apTransactionAccountsCustom.Visible;
var pledgeSetting = financialStatementTemplate.ReportSettings.PledgeSettings;
cbIncludeGiftsToChildAccounts.Checked = pledgeSetting.IncludeGiftsToChildAccounts;
cbIncludeNonCashGifts.Checked = pledgeSetting.IncludeNonCashGifts;
if (pledgeSetting.AccountIds.Any())
{
var accountList = new FinancialAccountService(new RockContext())
.GetByIds(pledgeSetting.AccountIds)
.Where(a => a.IsActive)
.ToList();
apPledgeAccounts.SetValues(accountList);
}
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
var rockContext = new RockContext();
var financialStatementTemplateService = new FinancialStatementTemplateService(rockContext);
var statementTemplateId = hfStatementTemplateId.Value.AsIntegerOrNull();
FinancialStatementTemplate financialStatementTemplate = null;
if (statementTemplateId.HasValue)
{
financialStatementTemplate = financialStatementTemplateService.Get(statementTemplateId.Value);
}
var isNew = financialStatementTemplate == null;
if (isNew)
{
financialStatementTemplate = new FinancialStatementTemplate();
financialStatementTemplateService.Add(financialStatementTemplate);
}
financialStatementTemplate.Name = tbName.Text;
financialStatementTemplate.Description = tbDescription.Text;
financialStatementTemplate.IsActive = cbIsActive.Checked;
financialStatementTemplate.ReportTemplate = ceReportTemplate.Text;
financialStatementTemplate.FooterSettings.HtmlFragment = ceFooterTemplateHtmlFragment.Text;
financialStatementTemplate.ReportSettings.PDFSettings.MarginTopMillimeters = nbMarginTopMillimeters.IntegerValue;
financialStatementTemplate.ReportSettings.PDFSettings.MarginBottomMillimeters = nbMarginBottomMillimeters.IntegerValue;
financialStatementTemplate.ReportSettings.PDFSettings.MarginLeftMillimeters = nbMarginLeftMillimeters.IntegerValue;
financialStatementTemplate.ReportSettings.PDFSettings.MarginRightMillimeters = nbMarginRightMillimeters.IntegerValue;
financialStatementTemplate.ReportSettings.PDFSettings.PaperSize = ddlPaperSize.SelectedValueAsEnumOrNull <FinancialStatementTemplatePDFSettingsPaperSize>() ?? FinancialStatementTemplatePDFSettingsPaperSize.Letter;
var transactionSetting = new FinancialStatementTemplateTransactionSetting();
transactionSetting.CurrencyTypesForCashGiftGuids = dvpCurrencyTypesCashGifts.SelectedValuesAsInt.Select(a => DefinedValueCache.Get(a)?.Guid).Where(a => a.HasValue).Select(a => a.Value).ToList();
transactionSetting.CurrencyTypesForNonCashGuids = dvpCurrencyTypesNonCashGifts.SelectedValuesAsInt.Select(a => DefinedValueCache.Get(a)?.Guid).Where(a => a.HasValue).Select(a => a.Value).ToList();
transactionSetting.TransactionTypeGuids = dvpTransactionType.SelectedValuesAsInt.Select(a => DefinedValueCache.Get(a)?.Guid).Where(a => a.HasValue).Select(a => a.Value).ToList();
transactionSetting.HideRefundedTransactions = cbHideRefundedTransactions.Checked;
transactionSetting.HideCorrectedTransactionOnSameData = cbHideModifiedTransactions.Checked;
if (rbAllTaxDeductibleAccounts.Checked)
{
transactionSetting.AccountSelectionOption = FinancialStatementTemplateTransactionSettingAccountSelectionOption.AllTaxDeductibleAccounts;
}
else if (cbIncludeChildAccountsCustom.Checked)
{
transactionSetting.AccountSelectionOption = FinancialStatementTemplateTransactionSettingAccountSelectionOption.SelectedAccountsIncludeChildren;
}
else
{
transactionSetting.AccountSelectionOption = FinancialStatementTemplateTransactionSettingAccountSelectionOption.SelectedAccounts;
}
transactionSetting.SelectedAccountIds = apTransactionAccountsCustom.SelectedIds.ToList();
financialStatementTemplate.ReportSettings.TransactionSettings = transactionSetting;
var pledgeSetting = new FinancialStatementTemplatePledgeSettings();
pledgeSetting.IncludeGiftsToChildAccounts = cbIncludeGiftsToChildAccounts.Checked;
pledgeSetting.IncludeNonCashGifts = cbIncludeNonCashGifts.Checked;
pledgeSetting.AccountIds = apPledgeAccounts.SelectedIds.ToList();
financialStatementTemplate.ReportSettings.PledgeSettings = pledgeSetting;
int?existingLogoId = null;
if (financialStatementTemplate.LogoBinaryFileId != imgTemplateLogo.BinaryFileId)
{
existingLogoId = financialStatementTemplate.LogoBinaryFileId;
financialStatementTemplate.LogoBinaryFileId = imgTemplateLogo.BinaryFileId;
}
rockContext.SaveChanges();
var queryParams = new Dictionary <string, string>();
queryParams.Add(PageParameterKey.StatementTemplateId, financialStatementTemplate.Id.ToStringSafe());
NavigateToCurrentPage(queryParams);
}
