/// <summary>
/// Handles the Click event of the btnNext 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 btnNext_Click(object sender, EventArgs e)
{
var changes = new List <string>();
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
var financialPersonBankAccountService = new FinancialPersonBankAccountService(rockContext);
int txnId = hfTransactionId.Value.AsInteger();
var financialTransaction = financialTransactionService
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person")
.FirstOrDefault(t => t.Id == txnId);
// set the AuthorizedPersonId (the person who wrote the check, for example) to the if the SelectNew person (if selected) or person selected in the drop down (if there is somebody selected)
int?authorizedPersonId = ppSelectNew.PersonId ?? ddlIndividual.SelectedValue.AsIntegerOrNull();
var accountNumberSecured = hfCheckMicrHashed.Value;
if (cbTotalAmount.Text.AsDecimalOrNull().HasValue&& !authorizedPersonId.HasValue)
{
nbSaveError.Text = "Transaction must be matched to a person when the amount is specified.";
nbSaveError.Visible = true;
return;
}
// if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction and clear out the detail records (we don't want an unmatched transaction to have detail records)
if (financialTransaction != null &&
financialTransaction.AuthorizedPersonAliasId.HasValue &&
!authorizedPersonId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = null;
foreach (var detail in financialTransaction.TransactionDetails)
{
History.EvaluateChange(changes, detail.Account != null ? detail.Account.Name : "Unknown", detail.Amount.FormatAsCurrency(), string.Empty);
financialTransactionDetailService.Delete(detail);
}
changes.Add("Unmatched transaction");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
financialTransaction.BatchId.Value,
changes,
string.Format("Transaction Id: {0}", financialTransaction.Id),
typeof(FinancialTransaction),
financialTransaction.Id,
false);
rockContext.SaveChanges();
// if the transaction was unmatched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
// if the transaction is matched to somebody, attempt to save it. Otherwise, if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction
if (financialTransaction != null && authorizedPersonId.HasValue)
{
if (cbTotalAmount.Text.AsDecimalOrNull() == null)
{
nbSaveError.Text = "Total amount must be allocated to accounts.";
nbSaveError.Visible = true;
return;
}
var personAlias = new PersonAliasService(rockContext).GetPrimaryAlias(authorizedPersonId.Value);
int?personAliasId = personAlias != null ? personAlias.Id : (int?)null;
// if this transaction has an accountnumber associated with it (in other words, it's a valid scanned check), ensure there is a financialPersonBankAccount record
if (financialTransaction.MICRStatus == MICRStatus.Success && !string.IsNullOrWhiteSpace(accountNumberSecured))
{
var financialPersonBankAccount = financialPersonBankAccountService.Queryable().Where(a => a.AccountNumberSecured == accountNumberSecured && a.PersonAlias.PersonId == authorizedPersonId.Value).FirstOrDefault();
if (financialPersonBankAccount == null)
{
if (personAliasId.HasValue)
{
financialPersonBankAccount = new FinancialPersonBankAccount();
financialPersonBankAccount.PersonAliasId = personAliasId.Value;
financialPersonBankAccount.AccountNumberSecured = accountNumberSecured;
var checkMicrClearText = Encryption.DecryptString(financialTransaction.CheckMicrParts);
var parts = checkMicrClearText.Split('_');
if (parts.Length >= 2)
{
financialPersonBankAccount.AccountNumberMasked = parts[1].Masked();
}
financialPersonBankAccountService.Add(financialPersonBankAccount);
}
}
}
string prevPerson = (financialTransaction.AuthorizedPersonAlias != null && financialTransaction.AuthorizedPersonAlias.Person != null) ?
financialTransaction.AuthorizedPersonAlias.Person.FullName : string.Empty;
string newPerson = string.Empty;
if (personAliasId.HasValue)
{
newPerson = personAlias.Person.FullName;
financialTransaction.AuthorizedPersonAliasId = personAliasId;
}
History.EvaluateChange(changes, "Person", prevPerson, newPerson);
// just in case this transaction is getting re-edited either by the same user, or somebody else, clean out any existing TransactionDetail records
foreach (var detail in financialTransaction.TransactionDetails.ToList())
{
financialTransactionDetailService.Delete(detail);
History.EvaluateChange(changes, detail.Account != null ? detail.Account.Name : "Unknown", detail.Amount.FormatAsCurrency(), string.Empty);
}
foreach (var accountBox in rptAccounts.ControlsOfTypeRecursive <CurrencyBox>())
{
var amount = accountBox.Text.AsDecimalOrNull();
if (amount.HasValue && amount.Value >= 0)
{
var financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.TransactionId = financialTransaction.Id;
financialTransactionDetail.AccountId = accountBox.Attributes["data-account-id"].AsInteger();
financialTransactionDetail.Amount = amount.Value;
financialTransactionDetailService.Add(financialTransactionDetail);
History.EvaluateChange(changes, accountBox.Label, 0.0M.FormatAsCurrency(), amount.Value.FormatAsCurrency());
}
}
financialTransaction.ProcessedByPersonAliasId = this.CurrentPersonAlias.Id;
financialTransaction.ProcessedDateTime = RockDateTime.Now;
changes.Add("Matched transaction");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
financialTransaction.BatchId.Value,
changes,
personAlias != null && personAlias.Person != null ? personAlias.Person.FullName : string.Format("Transaction Id: {0}", financialTransaction.Id),
typeof(FinancialTransaction),
financialTransaction.Id,
false);
rockContext.SaveChanges();
}
else
{
// if the transaction was not matched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
NavigateToTransaction(Direction.Next);
}
/// <summary>
/// Handles the Click event of the btnNext 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 btnNext_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
var financialPersonBankAccountService = new FinancialPersonBankAccountService(rockContext);
int txnId = hfTransactionId.Value.AsInteger();
var financialTransaction = financialTransactionService
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person")
.FirstOrDefault(t => t.Id == txnId);
// set the AuthorizedPersonId (the person who wrote the check, for example) to the if the SelectNew person (if selected) or person selected in the drop down (if there is somebody selected)
int?authorizedPersonId = ppSelectNew.PersonId ?? ddlIndividual.SelectedValue.AsIntegerOrNull();
var accountNumberSecured = hfCheckMicrHashed.Value;
if (cbTotalAmount.Text.AsDecimalOrNull().HasValue&& !authorizedPersonId.HasValue)
{
nbSaveError.Text = "Transaction must be matched to a person when the amount is specified.";
nbSaveError.Visible = true;
return;
}
// if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction and clear out the detail records (we don't want an unmatched transaction to have detail records)
if (financialTransaction != null &&
financialTransaction.AuthorizedPersonAliasId.HasValue &&
!authorizedPersonId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = null;
foreach (var detail in financialTransaction.TransactionDetails)
{
financialTransactionDetailService.Delete(detail);
}
rockContext.SaveChanges();
// if the transaction was unmatched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
// if the transaction is matched to somebody, attempt to save it. Otherwise, if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction
if (financialTransaction != null && authorizedPersonId.HasValue)
{
bool requiresMicr = financialTransaction.CurrencyTypeValue.Guid == Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK.AsGuid();
if (requiresMicr && string.IsNullOrWhiteSpace(accountNumberSecured))
{
// should be showing already, but just in case
nbNoMicrWarning.Visible = true;
return;
}
if (cbTotalAmount.Text.AsDecimalOrNull() == null)
{
nbSaveError.Text = "Total amount must be allocated to accounts.";
nbSaveError.Visible = true;
return;
}
int?personAliasId = new PersonAliasService(rockContext).GetPrimaryAliasId(authorizedPersonId.Value);
// if this transaction has an accountnumber associated with it (in other words, it's a scanned check), ensure there is a financialPersonBankAccount record
if (!string.IsNullOrWhiteSpace(accountNumberSecured))
{
var financialPersonBankAccount = financialPersonBankAccountService.Queryable().Where(a => a.AccountNumberSecured == accountNumberSecured && a.PersonAlias.PersonId == authorizedPersonId.Value).FirstOrDefault();
if (financialPersonBankAccount == null)
{
if (personAliasId.HasValue)
{
financialPersonBankAccount = new FinancialPersonBankAccount();
financialPersonBankAccount.PersonAliasId = personAliasId.Value;
financialPersonBankAccount.AccountNumberSecured = accountNumberSecured;
var checkMicrClearText = Encryption.DecryptString(financialTransaction.CheckMicrEncrypted);
var parts = checkMicrClearText.Split('_');
if (parts.Length >= 2)
{
financialPersonBankAccount.AccountNumberMasked = parts[1].Masked();
}
financialPersonBankAccountService.Add(financialPersonBankAccount);
}
}
}
if (personAliasId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = personAliasId;
}
// just in case this transaction is getting re-edited either by the same user, or somebody else, clean out any existing TransactionDetail records
foreach (var detail in financialTransaction.TransactionDetails.ToList())
{
financialTransactionDetailService.Delete(detail);
}
foreach (var accountBox in rptAccounts.ControlsOfTypeRecursive <CurrencyBox>())
{
var amount = accountBox.Text.AsDecimalOrNull();
if (amount.HasValue && amount.Value >= 0)
{
var financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.TransactionId = financialTransaction.Id;
financialTransactionDetail.AccountId = accountBox.Attributes["data-account-id"].AsInteger();
financialTransactionDetail.Amount = amount.Value;
financialTransactionDetailService.Add(financialTransactionDetail);
}
}
financialTransaction.ProcessedByPersonAliasId = this.CurrentPersonAlias.Id;
financialTransaction.ProcessedDateTime = RockDateTime.Now;
rockContext.SaveChanges();
}
else
{
// if the transaction was not matched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
NavigateToTransaction(Direction.Next);
}
/// <summary>
/// Handles the Click event of the lbSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void lbSave_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var txnService = new FinancialTransactionService(rockContext);
var txnDetailService = new FinancialTransactionDetailService(rockContext);
var txnImageService = new FinancialTransactionImageService(rockContext);
var binaryFileService = new BinaryFileService(rockContext);
FinancialTransaction txn = null;
int?txnId = hfTransactionId.Value.AsIntegerOrNull();
int?batchId = hfBatchId.Value.AsIntegerOrNull();
if (txnId.HasValue)
{
txn = txnService.Get(txnId.Value);
}
if (txn == null)
{
txn = new FinancialTransaction();
txnService.Add(txn);
txn.BatchId = batchId;
}
if (txn != null)
{
if (ppAuthorizedPerson.PersonId.HasValue)
{
txn.AuthorizedPersonAliasId = ppAuthorizedPerson.PersonAliasId;
}
txn.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
txn.TransactionTypeValueId = ddlTransactionType.SelectedValue.AsInteger();
txn.SourceTypeValueId = ddlSourceType.SelectedValueAsInt();
Guid?gatewayGuid = cpPaymentGateway.SelectedValueAsGuid();
if (gatewayGuid.HasValue)
{
var gatewayEntity = EntityTypeCache.Read(gatewayGuid.Value);
if (gatewayEntity != null)
{
txn.GatewayEntityTypeId = gatewayEntity.Id;
}
else
{
txn.GatewayEntityTypeId = null;
}
}
else
{
txn.GatewayEntityTypeId = null;
}
txn.TransactionCode = tbTransactionCode.Text;
txn.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
txn.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();
txn.Summary = tbSummary.Text;
if (!Page.IsValid || !txn.IsValid)
{
return;
}
foreach (var txnDetail in TransactionDetailsState)
{
if (!txnDetail.IsValid)
{
return;
}
}
rockContext.WrapTransaction(() =>
{
// Save the transaction
rockContext.SaveChanges();
// Delete any transaction details that were removed
var txnDetailsInDB = txnDetailService.Queryable().Where(a => a.TransactionId.Equals(txn.Id)).ToList();
var deletedDetails = from txnDetail in txnDetailsInDB
where !TransactionDetailsState.Select(d => d.Guid).Contains(txnDetail.Guid)
select txnDetail;
deletedDetails.ToList().ForEach(txnDetail =>
{
txnDetailService.Delete(txnDetail);
});
rockContext.SaveChanges();
// Save Transaction Details
foreach (var editorTxnDetail in TransactionDetailsState)
{
// Add or Update the activity type
var txnDetail = txn.TransactionDetails.FirstOrDefault(d => d.Guid.Equals(editorTxnDetail.Guid));
if (txnDetail == null)
{
txnDetail = new FinancialTransactionDetail();
txnDetail.Guid = editorTxnDetail.Guid;
txn.TransactionDetails.Add(txnDetail);
}
txnDetail.AccountId = editorTxnDetail.AccountId;
txnDetail.Amount = UseSimpleAccountMode ? tbSingleAccountAmount.Text.AsDecimal() : editorTxnDetail.Amount;
txnDetail.Summary = editorTxnDetail.Summary;
}
rockContext.SaveChanges();
// Delete any transaction images that were removed
var orphanedBinaryFileIds = new List <int>();
var txnImagesInDB = txnImageService.Queryable().Where(a => a.TransactionId.Equals(txn.Id)).ToList();
foreach (var txnImage in txnImagesInDB.Where(i => !TransactionImagesState.Contains(i.BinaryFileId)))
{
orphanedBinaryFileIds.Add(txnImage.BinaryFileId);
txnImageService.Delete(txnImage);
}
// Save Transaction Images
int imageOrder = 0;
foreach (var binaryFileId in TransactionImagesState)
{
// Add or Update the activity type
var txnImage = txnImagesInDB.FirstOrDefault(i => i.BinaryFileId == binaryFileId);
if (txnImage == null)
{
txnImage = new FinancialTransactionImage();
txnImage.TransactionId = txn.Id;
txn.Images.Add(txnImage);
}
txnImage.BinaryFileId = binaryFileId;
txnImage.Order = imageOrder;
imageOrder++;
}
rockContext.SaveChanges();
// Make sure updated binary files are not temporary
foreach (var binaryFile in binaryFileService.Queryable().Where(f => TransactionImagesState.Contains(f.Id)))
{
binaryFile.IsTemporary = false;
}
// Delete any orphaned images
foreach (var binaryFile in binaryFileService.Queryable().Where(f => orphanedBinaryFileIds.Contains(f.Id)))
{
binaryFileService.Delete(binaryFile);
}
rockContext.SaveChanges();
});
// Save selected options to session state in order to prefill values for next added txn
Session["NewTxnDefault_BatchId"] = txn.BatchId;
Session["NewTxnDefault_TransactionDateTime"] = txn.TransactionDateTime;
Session["NewTxnDefault_TransactionType"] = txn.TransactionTypeValueId;
Session["NewTxnDefault_SourceType"] = txn.SourceTypeValueId;
Session["NewTxnDefault_CurrencyType"] = txn.CurrencyTypeValueId;
Session["NewTxnDefault_CreditCardType"] = txn.CreditCardTypeValueId;
if (TransactionDetailsState.Count() == 1)
{
Session["NewTxnDefault_Account"] = TransactionDetailsState.First().AccountId;
}
else
{
Session.Remove("NewTxnDefault_Account");
}
// Requery the batch to support EF navigation properties
var savedTxn = GetTransaction(txn.Id);
ShowReadOnlyDetails(savedTxn);
}
}