/// <summary> /// Sets TaxDeductiblePct and uses it to calculate the tax deductibility amounts for a Gift Detail /// </summary> /// <param name="AGiftDetail">Calculated amounts are added to this row</param> /// <param name="ADateEntered"></param> /// <param name="ATransaction"></param> public static void SetDefaultTaxDeductibilityData( ref AGiftDetailRow AGiftDetail, DateTime ADateEntered, TDBTransaction ATransaction) { bool FoundTaxDeductiblePct = false; // if the gift it tax deductible if (AGiftDetail.TaxDeductible) { AMotivationDetailTable Tbl = AMotivationDetailAccess.LoadByPrimaryKey( AGiftDetail.LedgerNumber, AGiftDetail.MotivationGroupCode, AGiftDetail.MotivationDetailCode, ATransaction); AMotivationDetailRow MotivationDetailRow; Boolean HasTaxDeductibleAccountCode = false; if (Tbl.Rows.Count > 0) { MotivationDetailRow = Tbl[0]; HasTaxDeductibleAccountCode = !string.IsNullOrEmpty(MotivationDetailRow.TaxDeductibleAccountCode); } // if the gift's motivation detail has a tax-deductible account if (HasTaxDeductibleAccountCode) { // default pct is 100 AGiftDetail.TaxDeductiblePct = 100; FoundTaxDeductiblePct = true; PPartnerTaxDeductiblePctTable PartnerTaxDeductiblePctTable = PPartnerTaxDeductiblePctAccess.LoadViaPPartner(AGiftDetail.RecipientKey, ATransaction); // search for tax deductible pct for recipient foreach (PPartnerTaxDeductiblePctRow Row in PartnerTaxDeductiblePctTable.Rows) { if (Row.DateValidFrom <= ADateEntered) { AGiftDetail.TaxDeductiblePct = Row.PercentageTaxDeductible; break; } } } } // if a tax deductible pct is set for the recipient if (FoundTaxDeductiblePct) { // calculate TaxDeductibleAmount and NonDeductibleAmount for all three currencies TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref AGiftDetail); } // if gift is not tax deductible or motivation detail does not hace a tax deductible account if (!AGiftDetail.TaxDeductible || !FoundTaxDeductiblePct) { AGiftDetail.TaxDeductiblePct = 0; AGiftDetail.NonDeductibleAmount = AGiftDetail.GiftTransactionAmount; AGiftDetail.NonDeductibleAmountBase = AGiftDetail.GiftAmount; AGiftDetail.NonDeductibleAmountIntl = AGiftDetail.GiftAmountIntl; } }
/// <summary> /// Update tax deductibility amounts when the gift amount or the tax deductible percentage has changed /// </summary> private void UpdateTaxDeductibilityAmounts(object sender, EventArgs e) { if (!FSETUseTaxDeductiblePercentageFlag || (FPreviouslySelectedDetailRow == null) || FNewGiftInProcess || (txtDeductiblePercentage.NumberValueDecimal == null)) { return; } if (FBatchRow.BatchStatus == MFinanceConstants.BATCH_UNPOSTED) { if (!chkDetailTaxDeductible.Checked) { FPreviouslySelectedDetailRow.TaxDeductible = false; FPreviouslySelectedDetailRow.TaxDeductiblePct = 0.0m; FPreviouslySelectedDetailRow.TaxDeductibleAmount = 0.0m; FPreviouslySelectedDetailRow.NonDeductibleAmount = FPreviouslySelectedDetailRow.GiftTransactionAmount; } else { FPreviouslySelectedDetailRow.TaxDeductible = true; try { decimal percentageVal = txtDeductiblePercentage.NumberValueDecimal.Value; if (percentageVal > 100) { //Avoid repeat event code running past initial check (see above) FSETUseTaxDeductiblePercentageFlag = false; //Reset the control txtDeductiblePercentage.NumberValueDecimal = 100m; percentageVal = 100m; } FPreviouslySelectedDetailRow.TaxDeductiblePct = percentageVal; } finally { FSETUseTaxDeductiblePercentageFlag = true; } AGiftDetailRow giftDetails = (AGiftDetailRow)FPreviouslySelectedDetailRow; TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails); } } txtTaxDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.TaxDeductibleAmount; txtNonDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.NonDeductibleAmount; }
private void ReconcileTaxDeductibleAmounts(GiftBatchTDSAGiftDetailRow ARow) { AGiftDetailRow GDR = (AGiftDetailRow)ARow; TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref GDR); if ((txtTaxDeductAmount.NumberValueDecimal != ARow.TaxDeductibleAmount) || (txtNonDeductAmount.NumberValueDecimal != ARow.NonDeductibleAmount)) { txtTaxDeductAmount.NumberValueDecimal = ARow.TaxDeductibleAmount; txtNonDeductAmount.NumberValueDecimal = ARow.NonDeductibleAmount; } }
public static void UpdateUnpostedGiftsTaxDeductiblePct(Int64 ARecipientKey, decimal ANewPct, DateTime ADateFrom) { TDBTransaction Transaction = null; bool SubmissionOK = false; DBAccess.GDBAccessObj.BeginAutoTransaction(IsolationLevel.ReadCommitted, ref Transaction, ref SubmissionOK, delegate { string Query = "SELECT a_gift_detail.*" + " FROM a_gift_detail, a_gift_batch, a_gift" + " WHERE a_gift_detail.p_recipient_key_n = " + ARecipientKey + " AND a_gift_detail.a_tax_deductible_pct_n <> " + ANewPct + " AND a_gift_detail.a_modified_detail_l <> true" + " AND a_gift_detail.a_tax_deductible_l = true" + " AND a_gift_batch.a_ledger_number_i = a_gift_detail.a_ledger_number_i" + " AND a_gift_batch.a_batch_number_i = a_gift_detail.a_batch_number_i" + " AND a_gift_batch.a_batch_status_c = 'Unposted'" + " AND a_gift.a_ledger_number_i = a_gift_detail.a_ledger_number_i" + " AND a_gift.a_batch_number_i = a_gift_detail.a_batch_number_i" + " AND a_gift.a_gift_transaction_number_i = a_gift_detail.a_gift_transaction_number_i" + " AND a_gift.a_date_entered_d >= '" + ADateFrom.ToString("yyyy-MM-dd") + "'"; AGiftDetailTable Table = new AGiftDetailTable(); DBAccess.GDBAccessObj.SelectDT(Table, Query, Transaction); // update fields for each row for (int i = 0; i < Table.Rows.Count; i++) { AGiftDetailRow Row = Table[i]; Row.TaxDeductiblePct = ANewPct; TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref Row); } AGiftDetailAccess.SubmitChanges(Table, Transaction); SubmissionOK = true; }); }
private void UpdateTransactionsCurrencyAmounts(AGiftBatchRow ABatchRow, Decimal AIntlToBaseCurrencyExchRate, Boolean ATransactionInIntlCurrency) { int LedgerNumber = ABatchRow.LedgerNumber; int BatchNumber = ABatchRow.BatchNumber; decimal BatchExchangeRateToBase = ABatchRow.ExchangeRateToBase; if (!LoadGiftDataForBatch(LedgerNumber, BatchNumber)) { return; } DataView transDV = new DataView(FMainDS.AGiftDetail); transDV.RowFilter = String.Format("{0}={1}", AGiftDetailTable.GetBatchNumberDBName(), BatchNumber); foreach (DataRowView drvTrans in transDV) { AGiftDetailRow gdr = (AGiftDetailRow)drvTrans.Row; gdr.GiftAmount = GLRoutines.Divide(gdr.GiftTransactionAmount, BatchExchangeRateToBase); if (!ATransactionInIntlCurrency) { gdr.GiftAmountIntl = (AIntlToBaseCurrencyExchRate == 0) ? 0 : GLRoutines.Divide(gdr.GiftAmount, AIntlToBaseCurrencyExchRate); } else { gdr.GiftAmountIntl = gdr.GiftTransactionAmount; } if (FSETUseTaxDeductiblePercentageFlag) { TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref gdr); } } }
// update tax deductibility amounts when the gift amount or the tax deductible percentage has changed private void UpdateTaxDeductibilityAmounts(object sender, EventArgs e) { if (FCreatingNewGift || (txtDeductiblePercentage.NumberValueDecimal == null) || (FPreviouslySelectedDetailRow == null)) { return; } if (FPreviouslySelectedDetailRow.IsTaxDeductiblePctNull()) { FPreviouslySelectedDetailRow.TaxDeductiblePct = 0; } if (sender == txtDeductiblePercentage) { FPreviouslySelectedDetailRow.TaxDeductiblePct = (decimal)txtDeductiblePercentage.NumberValueDecimal; } AGiftDetailRow giftDetails = (AGiftDetailRow)FPreviouslySelectedDetailRow; TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails); txtTaxDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.TaxDeductibleAmount; txtNonDeductAmount.NumberValueDecimal = FPreviouslySelectedDetailRow.NonDeductibleAmount; }
/// <summary> /// Adds a duplicate Gift Detail (or reversed duplicate GiftDetail) to Gift. /// </summary> /// <param name="AMainDS"></param> /// <param name="AGift"></param> /// <param name="AOldGiftDetail"></param> /// <param name="AReversal">True for reverse or false for straight duplicate</param> /// <param name="ATransaction"></param> /// <param name="AFunction"></param> /// <param name="ANewPct"></param> /// <param name="AAutoCompleteComments"></param> /// <param name="AReversalCommentOne"></param> /// <param name="AReversalCommentTwo"></param> /// <param name="AReversalCommentThree"></param> /// <param name="AReversalCommentOneType"></param> /// <param name="AReversalCommentTwoType"></param> /// <param name="AReversalCommentThreeType"></param> /// <param name="AUpdateTaxDeductiblePctRecipients"></param> /// <param name="AGeneralFixedGiftDestination"></param> /// <param name="AFixedGiftDestination"></param> private static void AddDuplicateGiftDetailToGift(ref GiftBatchTDS AMainDS, ref AGiftRow AGift, AGiftDetailRow AOldGiftDetail, bool AReversal, TDBTransaction ATransaction, GiftAdjustmentFunctionEnum AFunction, Decimal ANewPct, bool AAutoCompleteComments = false, string AReversalCommentOne = "", string AReversalCommentTwo = "", string AReversalCommentThree = "", string AReversalCommentOneType = "", string AReversalCommentTwoType = "", string AReversalCommentThreeType = "", List <string[]> AUpdateTaxDeductiblePctRecipients = null, bool AGeneralFixedGiftDestination = false, List <string> AFixedGiftDestination = null ) { bool TaxDeductiblePercentageEnabled = new TSystemDefaults(ATransaction.DataBaseObj).GetBooleanDefault(SharedConstants.SYSDEFAULT_TAXDEDUCTIBLEPERCENTAGE, false); AGiftDetailRow giftDetail = AMainDS.AGiftDetail.NewRowTyped(true); DataUtilities.CopyAllColumnValuesWithoutPK(AOldGiftDetail, giftDetail); giftDetail.DetailNumber = AGift.LastDetailNumber + 1; AGift.LastDetailNumber++; giftDetail.LedgerNumber = AGift.LedgerNumber; giftDetail.BatchNumber = AGift.BatchNumber; giftDetail.GiftTransactionNumber = AGift.GiftTransactionNumber; giftDetail.IchNumber = 0; decimal signum = (AReversal) ? -1 : 1; giftDetail.GiftTransactionAmount = signum * AOldGiftDetail.GiftTransactionAmount; giftDetail.GiftAmount = signum * AOldGiftDetail.GiftAmount; giftDetail.GiftAmountIntl = signum * AOldGiftDetail.GiftAmountIntl; if (TaxDeductiblePercentageEnabled) { if (!AReversal && AFunction.Equals(GiftAdjustmentFunctionEnum.TaxDeductiblePctAdjust)) { giftDetail.TaxDeductiblePct = ANewPct; TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetail); } else if (!AReversal) { if (AUpdateTaxDeductiblePctRecipients != null) { string[] Result = AUpdateTaxDeductiblePctRecipients.Find(x => x[0] == giftDetail.RecipientKey.ToString()); // true if a new percentage is available and the user wants to use it if (Result != null) { giftDetail.TaxDeductiblePct = Convert.ToDecimal(Result[1]); TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetail); } } } else { giftDetail.TaxDeductibleAmount = signum * AOldGiftDetail.TaxDeductibleAmount; giftDetail.TaxDeductibleAmountBase = signum * AOldGiftDetail.TaxDeductibleAmountBase; giftDetail.TaxDeductibleAmountIntl = signum * AOldGiftDetail.TaxDeductibleAmountIntl; giftDetail.NonDeductibleAmount = signum * AOldGiftDetail.NonDeductibleAmount; giftDetail.NonDeductibleAmountBase = signum * AOldGiftDetail.NonDeductibleAmountBase; giftDetail.NonDeductibleAmountIntl = signum * AOldGiftDetail.NonDeductibleAmountIntl; } } if (AAutoCompleteComments) // only used for tax deductible pct gift adjustments { AGiftRow OldGiftRow = (AGiftRow)AMainDS.AGift.Rows.Find( new object[] { AOldGiftDetail.LedgerNumber, AOldGiftDetail.BatchNumber, AOldGiftDetail.GiftTransactionNumber }); giftDetail.GiftCommentThree = Catalog.GetString("Original gift date: " + OldGiftRow.DateEntered.ToString("dd-MMM-yyyy")); giftDetail.CommentThreeType = "Both"; } else // user defined { giftDetail.GiftCommentOne = AReversalCommentOne; giftDetail.GiftCommentTwo = AReversalCommentTwo; giftDetail.GiftCommentThree = AReversalCommentThree; giftDetail.CommentOneType = AReversalCommentOneType; giftDetail.CommentTwoType = AReversalCommentTwoType; giftDetail.CommentThreeType = AReversalCommentThreeType; } // If reversal: mark the new gift as a reversal if (AReversal) { giftDetail.ModifiedDetail = true; //Identify the reversal source giftDetail.ModifiedDetailKey = "|" + AOldGiftDetail.BatchNumber.ToString() + "|" + AOldGiftDetail.GiftTransactionNumber.ToString() + "|" + AOldGiftDetail.DetailNumber.ToString(); } else { giftDetail.ModifiedDetail = false; // Make sure the motivation detail is still active. If not then we need a new one. AMotivationDetailTable MotivationDetailTable = AMotivationDetailAccess.LoadViaAMotivationGroup( giftDetail.LedgerNumber, giftDetail.MotivationGroupCode, ATransaction); DataRow CurrentMotivationDetail = MotivationDetailTable.Rows.Find( new object[] { giftDetail.LedgerNumber, giftDetail.MotivationGroupCode, giftDetail.MotivationDetailCode }); // Motivation detail has been made inactive (or doesn't exist) then use default if (!((MotivationDetailTable != null) && (MotivationDetailTable.Rows.Count > 0) && (CurrentMotivationDetail != null)) || !Convert.ToBoolean(CurrentMotivationDetail[AMotivationDetailTable.GetMotivationStatusDBName()])) { bool ActiveRowFound = false; // search for first alternative active detail that is part of the same group foreach (AMotivationDetailRow Row in MotivationDetailTable.Rows) { if ((Row.MotivationDetailCode != giftDetail.MotivationDetailCode) && Row.MotivationStatus) { ActiveRowFound = true; giftDetail.MotivationGroupCode = Row.MotivationGroupCode; giftDetail.MotivationDetailCode = Row.MotivationDetailCode; break; } } // if none found then use default group and detail if (!ActiveRowFound) { giftDetail.MotivationGroupCode = MFinanceConstants.MOTIVATION_GROUP_GIFT; giftDetail.MotivationDetailCode = MFinanceConstants.GROUP_DETAIL_SUPPORT; } } // if the gift destination should be fixed if ((AFunction.Equals(GiftAdjustmentFunctionEnum.TaxDeductiblePctAdjust) && AGeneralFixedGiftDestination) || ((AFixedGiftDestination != null) && (AFixedGiftDestination.Exists(x => x == giftDetail.RecipientKey.ToString())))) { giftDetail.FixedGiftDestination = true; } else { giftDetail.FixedGiftDestination = false; } } AMainDS.AGiftDetail.Rows.Add(giftDetail); }
/// <summary> /// auto populate new gift recipient info using the donor's last gift /// </summary> /// <param name="ADonorKey"></param> /// <param name="APartnerShortName"></param> /// <param name="AGiftTransactionNumber"></param> private void AutoPopulateGiftDetail(Int64 ADonorKey, String APartnerShortName, Int32 AGiftTransactionNumber) { FAutoPopulatingGiftInProcess = true; bool IsSplitGift = false; DateTime LatestUnpostedGiftDateEntered = new DateTime(1900, 1, 1); try { //Check for Donor in loaded gift batches // and record most recent date entered AGiftTable DonorRecentGiftsTable = new AGiftTable(); GiftBatchTDSAGiftDetailTable GiftDetailTable = new GiftBatchTDSAGiftDetailTable(); AGiftRow MostRecentLoadedGiftForDonorRow = null; DataView giftDV = new DataView(FMainDS.AGift); giftDV.RowStateFilter = DataViewRowState.CurrentRows; giftDV.RowFilter = string.Format("{0}={1} And Not ({2}={3} And {4}={5})", AGiftTable.GetDonorKeyDBName(), ADonorKey, AGiftTable.GetBatchNumberDBName(), FBatchNumber, AGiftTable.GetGiftTransactionNumberDBName(), AGiftTransactionNumber); giftDV.Sort = String.Format("{0} DESC, {1} DESC", AGiftTable.GetDateEnteredDBName(), AGiftTable.GetGiftTransactionNumberDBName()); if (giftDV.Count > 0) { //Take first row = most recent date entered value MostRecentLoadedGiftForDonorRow = (AGiftRow)giftDV[0].Row; LatestUnpostedGiftDateEntered = MostRecentLoadedGiftForDonorRow.DateEntered; DonorRecentGiftsTable.Rows.Add((object[])MostRecentLoadedGiftForDonorRow.ItemArray.Clone()); } //Check for even more recent saved gifts on server (i.e. not necessarily loaded) GiftDetailTable = TRemote.MFinance.Gift.WebConnectors.LoadDonorLastPostedGift(ADonorKey, FLedgerNumber, LatestUnpostedGiftDateEntered); if (((GiftDetailTable != null) && (GiftDetailTable.Count > 0))) { //UnLoaded/Saved gift from donor is more recent IsSplitGift = (GiftDetailTable.Count > 1); } else if (MostRecentLoadedGiftForDonorRow != null) { //Loaded/unsaved gift from donor is more recent DataView giftDetailDV = new DataView(FMainDS.AGiftDetail); giftDetailDV.RowStateFilter = DataViewRowState.CurrentRows; giftDetailDV.RowFilter = string.Format("{0}={1} And {2}={3}", AGiftDetailTable.GetBatchNumberDBName(), MostRecentLoadedGiftForDonorRow.BatchNumber, AGiftDetailTable.GetGiftTransactionNumberDBName(), MostRecentLoadedGiftForDonorRow.GiftTransactionNumber); foreach (DataRowView drv in giftDetailDV) { GiftBatchTDSAGiftDetailRow gDR = (GiftBatchTDSAGiftDetailRow)drv.Row; GiftDetailTable.Rows.Add((object[])gDR.ItemArray.Clone()); } IsSplitGift = (GiftDetailTable.Count > 1); } else { //nothing to autocopy return; } // if the last gift was a split gift (multiple details) then ask the user if they would like this new gift to also be split if (IsSplitGift) { GiftDetailTable.DefaultView.Sort = GiftBatchTDSAGiftDetailTable.GetDetailNumberDBName() + " ASC"; string Message = string.Format(Catalog.GetString( "The last gift from this donor was a split gift.{0}{0}Here are the details:{0}"), "\n"); int DetailNumber = 1; foreach (DataRowView dvr in GiftDetailTable.DefaultView) { GiftBatchTDSAGiftDetailRow Row = (GiftBatchTDSAGiftDetailRow)dvr.Row; Message += DetailNumber + ") "; if (Row.RecipientKey > 0) { Message += string.Format(Catalog.GetString("Recipient: {0} ({1}); Motivation Group: {2}; Motivation Detail: {3}; Amount: {4}"), Row.RecipientDescription, Row.RecipientKey, Row.MotivationGroupCode, Row.MotivationDetailCode, StringHelper.FormatUsingCurrencyCode(Row.GiftTransactionAmount, GetBatchRow().CurrencyCode) + " " + FBatchRow.CurrencyCode) + "\n"; } DetailNumber++; } Message += "\n" + Catalog.GetString("Do you want to create the same split gift again?"); if (!(MessageBox.Show(Message, Catalog.GetString( "Create Split Gift"), MessageBoxButtons.YesNo, MessageBoxIcon.Question) == DialogResult.Yes)) { if (cmbDetailMethodOfGivingCode.CanFocus) { cmbDetailMethodOfGivingCode.Focus(); } else if (txtDetailReference.CanFocus) { txtDetailReference.Focus(); } return; } } this.Cursor = Cursors.WaitCursor; GiftBatchTDSAGiftDetailRow giftDetailRow = (GiftBatchTDSAGiftDetailRow)GiftDetailTable.DefaultView[0].Row; // Handle first row, which is FPreviouslySelectedDetailRow txtDetailDonorKey.Text = String.Format("{0:0000000000}", ADonorKey); txtDetailRecipientKey.Text = String.Format("{0:0000000000}", giftDetailRow.RecipientKey); cmbDetailMotivationGroupCode.SetSelectedString(giftDetailRow.MotivationGroupCode); txtDetailMotivationDetailCode.Text = giftDetailRow.MotivationDetailCode; cmbMotivationDetailCode.SetSelectedString(giftDetailRow.MotivationDetailCode); chkDetailConfidentialGiftFlag.Checked = giftDetailRow.ConfidentialGiftFlag; // Change #5481 chkDetailChargeFlag.Checked = true; cmbDetailMethodOfPaymentCode.SetSelectedString(FBatchMethodOfPayment, -1); cmbDetailMethodOfGivingCode.SetSelectedString(giftDetailRow.MethodOfGivingCode, -1); //Handle mailing code if (FSETAutoCopyIncludeMailingCodeFlag) { cmbDetailMailingCode.SetSelectedString(giftDetailRow.MailingCode, -1); } else { cmbDetailMailingCode.SelectedIndex = -1; } //Copy the comments and comment types if required if (FSETAutoCopyIncludeCommentsFlag) { txtDetailGiftCommentOne.Text = giftDetailRow.GiftCommentOne; cmbDetailCommentOneType.SetSelectedString(giftDetailRow.CommentOneType); txtDetailGiftCommentTwo.Text = giftDetailRow.GiftCommentTwo; cmbDetailCommentTwoType.SetSelectedString(giftDetailRow.CommentTwoType); txtDetailGiftCommentThree.Text = giftDetailRow.GiftCommentThree; cmbDetailCommentThreeType.SetSelectedString(giftDetailRow.CommentThreeType); } //Handle tax fields on current row if (FSETUseTaxDeductiblePercentageFlag) { bool taxDeductible = (giftDetailRow.IsTaxDeductibleNull() ? true : giftDetailRow.TaxDeductible); giftDetailRow.TaxDeductible = taxDeductible; try { FPetraUtilsObject.SuppressChangeDetection = true; chkDetailTaxDeductible.Checked = taxDeductible; EnableTaxDeductibilityPct(taxDeductible); } finally { FPetraUtilsObject.SuppressChangeDetection = false; } if (!IsSplitGift) { //Most commonly not a split gift (?) if (!taxDeductible) { txtDeductiblePercentage.NumberValueDecimal = 0.0m; } txtTaxDeductAmount.NumberValueDecimal = 0.0m; txtNonDeductAmount.NumberValueDecimal = 0.0m; } else { if (taxDeductible) { //In case the tax percentage has changed or null values in amount fields ReconcileTaxDeductibleAmounts(giftDetailRow); } else { //Changing this will update the unbound amount textboxes txtDeductiblePercentage.NumberValueDecimal = 0.0m; } } } //Process values that are not bound to a control giftDetailRow.ReceiptPrinted = false; giftDetailRow.ReceiptNumber = 0; //Now process other gift details if they exist if (IsSplitGift) { //Only copy amount to first row if copying split gifts txtDetailGiftTransactionAmount.NumberValueDecimal = giftDetailRow.GiftTransactionAmount; // clear previous validation errors. // otherwise we get an error if the user has changed the control immediately after changing the donor key. FPetraUtilsObject.VerificationResultCollection.Clear(); bool SelectEndRow = (FBatchRow.LastGiftNumber == FPreviouslySelectedDetailRow.GiftTransactionNumber); //Just retain other details to add giftDetailRow.Delete(); GiftDetailTable.AcceptChanges(); foreach (DataRowView drv in GiftDetailTable.DefaultView) { GiftBatchTDSAGiftDetailRow detailRow = (GiftBatchTDSAGiftDetailRow)drv.Row; //______________________ //Update basic field values detailRow.LedgerNumber = FLedgerNumber; detailRow.BatchNumber = FBatchNumber; detailRow.GiftTransactionNumber = AGiftTransactionNumber; detailRow.DetailNumber = ++FGift.LastDetailNumber; detailRow.DonorName = APartnerShortName; detailRow.DonorClass = FPreviouslySelectedDetailRow.DonorClass; detailRow.DateEntered = FGift.DateEntered; detailRow.MethodOfPaymentCode = FPreviouslySelectedDetailRow.MethodOfPaymentCode; detailRow.ReceiptPrinted = false; detailRow.ReceiptNumber = 0; // Change #5481 detailRow.ChargeFlag = true; if (!FSETAutoCopyIncludeMailingCodeFlag) { detailRow.MailingCode = string.Empty; } //______________________ //process recipient details to get most recent data Int64 partnerKey = detailRow.RecipientKey; string partnerShortName = string.Empty; TPartnerClass partnerClass; bool recipientIsValid = true; if (TServerLookup.TMPartner.GetPartnerShortName(partnerKey, out partnerShortName, out partnerClass)) { detailRow.RecipientDescription = partnerShortName; detailRow.RecipientClass = partnerClass.ToString(); if (partnerClass == TPartnerClass.FAMILY) { detailRow.RecipientLedgerNumber = TRemote.MFinance.Gift.WebConnectors.GetRecipientFundNumber(partnerKey, FGift.DateEntered); detailRow.RecipientField = detailRow.RecipientLedgerNumber; detailRow.RecipientKeyMinistry = string.Empty; } else { //Class - UNIT Int64 field; string keyMinName; recipientIsValid = TFinanceControls.GetRecipientKeyMinData(partnerKey, out field, out keyMinName); detailRow.RecipientLedgerNumber = field; detailRow.RecipientField = field; detailRow.RecipientKeyMinistry = keyMinName; if (!recipientIsValid) { string msg = String.Format(Catalog.GetString( "Gift: {0}, Detail: {1} has a recipient: '{2}-{3}' that is an inactive Key Ministry!"), AGiftTransactionNumber, detailRow.DetailNumber, partnerKey, keyMinName); MessageBox.Show(msg, Catalog.GetString( "Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning); } } } else { recipientIsValid = false; string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has an invalid Recipient key: '{2}'!"), AGiftTransactionNumber, detailRow.DetailNumber, partnerKey); MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning); } //______________________ //Process motivation if (string.IsNullOrEmpty(detailRow.MotivationGroupCode)) { detailRow.MotivationGroupCode = string.Empty; string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has no Motivation Group!"), AGiftTransactionNumber, detailRow.DetailNumber); MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning); } else if (string.IsNullOrEmpty(detailRow.MotivationDetailCode)) { detailRow.MotivationDetailCode = string.Empty; string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has no Motivation Detail!"), AGiftTransactionNumber, detailRow.DetailNumber); MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning); } else { AMotivationDetailRow motivationDetailRow = null; string motivationGroup = detailRow.MotivationGroupCode; string motivationDetail = detailRow.MotivationDetailCode; motivationDetailRow = (AMotivationDetailRow)FMainDS.AMotivationDetail.Rows.Find( new object[] { FLedgerNumber, motivationGroup, motivationDetail }); if (motivationDetailRow != null) { if (partnerKey > 0) { bool partnerIsMissingLink = false; detailRow.CostCentreCode = TRemote.MFinance.Gift.WebConnectors.RetrieveCostCentreCodeForRecipient(FLedgerNumber, partnerKey, detailRow.RecipientLedgerNumber, detailRow.DateEntered, motivationGroup, motivationDetail, out partnerIsMissingLink); } else { if (motivationGroup != MFinanceConstants.MOTIVATION_GROUP_GIFT) { detailRow.RecipientDescription = motivationGroup; } else { detailRow.RecipientDescription = string.Empty; } detailRow.CostCentreCode = motivationDetailRow.CostCentreCode; } detailRow.AccountCode = motivationDetailRow.AccountCode; if (FSETUseTaxDeductiblePercentageFlag && string.IsNullOrEmpty(motivationDetailRow.TaxDeductibleAccountCode)) { detailRow.TaxDeductibleAccountCode = string.Empty; string msg = String.Format(Catalog.GetString( "Gift: {0}, Detail: {1} has Motivation Detail: {2} which has no Tax Deductible Account!" + "This can be added in Finance / Setup / Motivation Details.{3}{3}" + "Unless this is changed it will be impossible to assign a Tax Deductible Percentage to this gift."), AGiftTransactionNumber, detailRow.DetailNumber, motivationDetail, Environment.NewLine); MessageBox.Show(msg, Catalog.GetString( "Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning); } else { detailRow.TaxDeductibleAccountCode = motivationDetailRow.TaxDeductibleAccountCode; } } else { string msg = String.Format(Catalog.GetString( "Gift: {0}, Detail: {1} has Motivation Group and Detail codes ('{2} : {3}') not found in the database!"), AGiftTransactionNumber, detailRow.DetailNumber, motivationGroup, motivationDetail); MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning); detailRow.TaxDeductible = false; } } //______________________ //Handle tax fields detailRow.TaxDeductiblePct = RetrieveTaxDeductiblePct((recipientIsValid ? detailRow.RecipientKey : 0), detailRow.TaxDeductible); AGiftDetailRow giftDetails = (AGiftDetailRow)detailRow; TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails); //______________________ //Process comments if (!FSETAutoCopyIncludeCommentsFlag) { detailRow.SetCommentOneTypeNull(); detailRow.SetCommentTwoTypeNull(); detailRow.SetCommentThreeTypeNull(); detailRow.SetGiftCommentOneNull(); detailRow.SetGiftCommentTwoNull(); detailRow.SetGiftCommentThreeNull(); } detailRow.AcceptChanges(); detailRow.SetAdded(); } //Add in the new records (latter two arguments put in to parallel recurring form) FMainDS.AGiftDetail.Merge(GiftDetailTable, false, MissingSchemaAction.Ignore); int indexOfLatestRow = FMainDS.AGiftDetail.Rows.Count - 1; //Select last row added if (SelectEndRow) { grdDetails.SelectRowInGrid(grdDetails.Rows.Count - 1); } else if (!SelectDetailRowByDataTableIndex(indexOfLatestRow)) { if (!FFilterAndFindObject.IsActiveFilterEqualToBase) { MessageBox.Show( MCommonResourcestrings.StrNewRecordIsFiltered, MCommonResourcestrings.StrAddNewRecordTitle, MessageBoxButtons.OK, MessageBoxIcon.Information); FFilterAndFindObject.FilterPanelControls.ClearAllDiscretionaryFilters(); if (FFilterAndFindObject.FilterFindPanel.ShowApplyFilterButton != TUcoFilterAndFind.FilterContext.None) { FFilterAndFindObject.ApplyFilter(); } SelectDetailRowByDataTableIndex(indexOfLatestRow); } } ClearKeyMinistries(); cmbMotivationDetailCode.Clear(); mniRecipientHistory.Enabled = false; btnDeleteAll.Enabled = btnDelete.Enabled; UpdateRecordNumberDisplay(); FLastDonor = -1; } else { txtDetailDonorKey.FocusTextBoxPartAfterFindScreenCloses = false; txtDetailGiftTransactionAmount.Focus(); } FPetraUtilsObject.SetChangedFlag(); } finally { this.Cursor = Cursors.Default; FAutoPopulatingGiftInProcess = false; } }