예제 #1
0
        /// <summary>
        /// Binds the grid.
        /// </summary>
        private void BindGrid()
        {
            var rockContext = new RockContext();
            var transactionIdsQry = new FinancialTransactionService( rockContext ).Queryable();
            var transactionDetailService = new FinancialTransactionDetailService( rockContext );
            var qry = transactionDetailService.Queryable();

            var targetPerson = this.ContextEntity<Person>();
            if ( targetPerson != null )
            {
                if ( targetPerson.GivingGroupId.HasValue )
                {
                    // gives as part of giving group
                    var groupMemberQry = new GroupMemberService( rockContext ).GetByGroupId( targetPerson.GivingGroupId.Value );
                    qry = qry.Where( a => groupMemberQry.Any( b => b.PersonId == a.Transaction.AuthorizedPersonAlias.PersonId ) );
                }
                else
                {
                    // gives individually
                    qry = qry.Where( a => a.Transaction.AuthorizedPersonAlias.PersonId == targetPerson.Id );
                }
            }

            var qryTransactionsDetailsByYear = qry
                .Where( a => a.Transaction.TransactionDateTime.HasValue )
                .GroupBy( a => SqlFunctions.DatePart( "year", a.Transaction.TransactionDateTime.Value ) );

            var qryAccountSummariesByYear = qryTransactionsDetailsByYear.Select( a => new
            {
                Year = a.Key,
                Accounts = a.GroupBy( b => b.Account ).Select( c => new
                {
                    Account = c.Key,
                    TotalAmount = c.Sum( d => d.Amount )
                } ).OrderBy( e => e.Account.Name )
            } ).OrderByDescending( a => a.Year );

            var summaryList = qryAccountSummariesByYear.ToList();

            var mergeObjects = GlobalAttributesCache.GetMergeFields( this.CurrentPerson );

            var yearsMergeObjects = new List<Dictionary<string, object>>();
            foreach ( var item in summaryList )
            {
                var accountsList = new List<object>();
                foreach ( var a in item.Accounts )
                {
                    var accountDictionary = new Dictionary<string, object>();
                    accountDictionary.Add( "Account", a.Account );
                    accountDictionary.Add( "TotalAmount", a.TotalAmount );
                    accountsList.Add( accountDictionary );
                }

                var yearDictionary = new Dictionary<string, object>();
                yearDictionary.Add( "Year", item.Year );
                yearDictionary.Add( "SummaryRows", accountsList );

                yearsMergeObjects.Add( yearDictionary );
            }

            mergeObjects.Add( "Rows", yearsMergeObjects );

            lLavaOutput.Text = string.Empty;
            if ( GetAttributeValue( "EnableDebug" ).AsBooleanOrNull().GetValueOrDefault( false ) )
            {
                lLavaOutput.Text = mergeObjects.lavaDebugInfo( rockContext );
            }

            string template = GetAttributeValue( "LavaTemplate" );

            lLavaOutput.Text += template.ResolveMergeFields( mergeObjects ).ResolveClientIds( upnlContent.ClientID );
        }
예제 #2
0
        /// <summary>
        /// Shows the financial batch summary.
        /// </summary>
        /// <param name="batch">The financial batch.</param>
        private void ShowReadonlyDetails( FinancialBatch batch )
        {
            SetEditMode( false );

            if ( batch != null )
            {
                hfBatchId.SetValue( batch.Id );

                SetHeadingInfo( batch, batch.Name );

                string campusName = string.Empty;
                if ( batch.CampusId.HasValue )
                {
                    var campus = CampusCache.Read( batch.CampusId.Value );
                    if ( campus != null )
                    {
                        campusName = campus.ToString();
                    }
                }

                var rockContext = new RockContext();
                var financialTransactionService = new FinancialTransactionService( rockContext );
                var batchTransactions = financialTransactionService.Queryable().Where( a => a.BatchId.HasValue && a.BatchId.Value == batch.Id );

                var financialTransactionDetailService = new FinancialTransactionDetailService( rockContext );
                var qryTransactionDetails = financialTransactionDetailService.Queryable().Where( a => a.Transaction.BatchId == batch.Id );
                decimal txnTotal = qryTransactionDetails.Select( a => (decimal?)a.Amount ).Sum() ?? 0;

                decimal variance = txnTotal - batch.ControlAmount;
                string amountFormat = string.Format(
                    "{0} / {1} / " + ( variance == 0.0M ? "{2}" : "<span class='label label-danger'>{2}</span>" ),
                    txnTotal.FormatAsCurrency(),
                    batch.ControlAmount.FormatAsCurrency(),
                    variance.FormatAsCurrency() );

                lDetails.Text = new DescriptionList()
                    .Add( "Date Range", new DateRange( batch.BatchStartDateTime, batch.BatchEndDateTime ).ToString( "g" ) )
                    .Add( "Transaction / Control / Variance", amountFormat )
                    .Add( "Accounting Code", batch.AccountingSystemCode )
                    .Add( "Notes", batch.Note )
                    .Html;

                // Account Summary
                gAccounts.DataSource = qryTransactionDetails
                    .GroupBy( d => new
                    {
                        AccountId = d.AccountId,
                        AccountName = d.Account.Name
                    } )
                    .Select( s => new
                    {
                        Id = s.Key.AccountId,
                        Name = s.Key.AccountName,
                        Amount = s.Sum( a => (decimal?)a.Amount ) ?? 0.0M
                    } )
                    .OrderBy( s => s.Name )
                    .ToList();

                gAccounts.DataBind();

                // Currency Summary
                gCurrencyTypes.DataSource = batchTransactions
                    .GroupBy( c => new
                    {
                        CurrencyTypeValueId = c.FinancialPaymentDetailId.HasValue ? c.FinancialPaymentDetail.CurrencyTypeValueId : 0,
                    } )
                    .Select( s => new
                    {
                        CurrencyTypeValueId = s.Key.CurrencyTypeValueId,
                        Amount = s.Sum( a => (decimal?)a.TransactionDetails.Sum( t => t.Amount ) ) ?? 0.0M
                    } )
                    .ToList()
                    .Select( s => new
                    {
                        Id = s.CurrencyTypeValueId,
                        Name = DefinedValueCache.GetName( s.CurrencyTypeValueId ),
                        Amount = s.Amount
                    } ).OrderBy( a => a.Name ).ToList();

                gCurrencyTypes.DataBind();
            }
        }
        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 );

            var qry = financialTransactionDetailService.Queryable().AsNoTracking()
                        .Where( t=> t.Transaction.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId);

            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 ) );
            }

            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 == CurrentPerson.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();

            // make a list of person ids in the giving group
            List<int> givingGroupIdsOnly = new List<int>();
            foreach ( var x in givingGroup )
            {
                givingGroupIdsOnly.Add(x.PersonId);
            }

            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 = CurrentPerson.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.PersonAlias.Person.GivingId == CurrentPerson.GivingId
                                    && (p.StartDate.Year == statementYear || p.EndDate.Year == statementYear))
                                .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.AddHours( 23 ).AddMinutes( 59 ).AddSeconds( 59 );
                pledge.AmountGiven = new FinancialTransactionDetailService( rockContext ).Queryable()
                                            .Where( t =>
                                                 t.AccountId == pledge.AccountId
                                                 && givingGroupIdsOnly.Contains(t.Transaction.AuthorizedPersonAlias.PersonId)
                                                 && t.Transaction.TransactionDateTime >= pledge.PledgeStartDate
                                                 && t.Transaction.TransactionDateTime <= adjustedPedgeEndDate )
                                            .Sum( t => t.Amount );

                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();
            }
        }
예제 #4
0
        /// <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 && batchId.HasValue )
            {
                txn = new FinancialTransaction();
                txnService.Add( txn );
                txn.BatchId = batchId.Value;
            }

            if ( txn != null )
            {
                txn.AuthorizedPersonId = ppAuthorizedPerson.PersonId;
                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;
                    }
                }

                foreach ( var txnImage in TransactionImagesState )
                {
                    if ( !txnImage.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 = editorTxnDetail.Amount;
                        txnDetail.Summary = editorTxnDetail.Summary;
                    }
                    rockContext.SaveChanges();

                    // Remove any images that do not have a binary file
                    foreach ( var txnImage in TransactionImagesState.Where( i => i.BinaryFileId == 0 ).ToList() )
                    {
                        TransactionImagesState.Remove( txnImage );
                    }

                    // Delete any transaction images that were removed
                    var txnImagesInDB = txnImageService.Queryable().Where( a => a.TransactionId.Equals( txn.Id ) ).ToList();
                    var deletedImages = from txnImage in txnImagesInDB
                                        where !TransactionImagesState.Select( d => d.Guid ).Contains( txnImage.Guid )
                                        select txnImage;
                    deletedImages.ToList().ForEach( txnImage =>
                    {
                        txnImageService.Delete( txnImage );
                    } );
                    rockContext.SaveChanges();

                    // Save Transaction Images
                    foreach ( var editorTxnImage in TransactionImagesState )
                    {
                        // Add or Update the activity type
                        var txnImage = txn.Images.FirstOrDefault( d => d.Guid.Equals( editorTxnImage.Guid ) );
                        if ( txnImage == null )
                        {
                            txnImage = new FinancialTransactionImage();
                            txnImage.Guid = editorTxnImage.Guid;
                            txn.Images.Add( txnImage );
                        }
                        txnImage.BinaryFileId = editorTxnImage.BinaryFileId;
                        txnImage.TransactionImageTypeValueId = editorTxnImage.TransactionImageTypeValueId;
                    }
                    rockContext.SaveChanges();

                    // Make sure updated binary files are not temporary
                    var savedBinaryFileIds = txn.Images.Select( i => i.BinaryFileId ).ToList();
                    foreach ( var binaryFile in binaryFileService.Queryable().Where( f => savedBinaryFileIds.Contains( f.Id ) ) )
                    {
                        binaryFile.IsTemporary = false;
                    }

                    // Delete any orphaned images
                    var orphanedBinaryFileIds = BinaryFileIds.Where( f => !savedBinaryFileIds.Contains( f ) );
                    foreach ( var binaryFile in binaryFileService.Queryable().Where( f => orphanedBinaryFileIds.Contains( f.Id ) ) )
                    {
                        binaryFileService.Delete( binaryFile );
                    }

                    rockContext.SaveChanges();

                } );

                // Requery the batch to support EF navigation properties
                var savedTxn = GetTransaction( txn.Id );
                ShowReadOnlyDetails( savedTxn );
            }
        }
        /// <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 );
            }
        }
예제 #6
0
        /// <summary>
        /// Binds the attendees grid.
        /// </summary>
        private void BindGiversGrid()
        {
            // Get all the selected criteria values
            var dateRange = SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues( drpSlidingDateRange.DelimitedValues );
            var start = dateRange.Start;
            var end = dateRange.End;

            var minAmount = nreAmount.LowerValue;
            var maxAmount = nreAmount.UpperValue;

            var currencyTypeIds = new List<int>();
            cblCurrencyTypes.SelectedValues.ForEach( i => currencyTypeIds.Add( i.AsInteger() ) );

            var sourceTypeIds = new List<int>();
            cblTransactionSource.SelectedValues.ForEach( i => sourceTypeIds.Add( i.AsInteger() ) );

            var accountIds = new List<int>();
            foreach ( var cblAccounts in phAccounts.Controls.OfType<RockCheckBoxList>() )
            {
                accountIds.AddRange( cblAccounts.SelectedValuesAsInt );
            }

            var dataViewId = dvpDataView.SelectedValueAsInt();

            GiversViewBy viewBy = GiversViewBy.Giver;
            if ( !HideViewByOption )
            {
                viewBy = hfViewBy.Value.ConvertToEnumOrNull<GiversViewBy>() ?? GiversViewBy.Giver;
            }

            // Clear all the existing grid columns
            var selectField = new SelectField();
            var oldSelectField = gGiversGifts.ColumnsOfType<SelectField>().FirstOrDefault();
            if (oldSelectField != null )
            {
                selectField.SelectedKeys.AddRange( oldSelectField.SelectedKeys );
            }

            gGiversGifts.Columns.Clear();

            // Add a column for selecting rows
            gGiversGifts.Columns.Add( selectField );

            // Add a column for the person's name
            gGiversGifts.Columns.Add(
                new RockBoundField
                {
                    DataField = "PersonName",
                    HeaderText = "Person",
                    SortExpression = "LastName,NickName"
                } );

            // add a column for email (but is only included on excel export)
            gGiversGifts.Columns.Add(
                new RockBoundField
                {
                    DataField = "Email",
                    HeaderText = "Email",
                    SortExpression = "Email",
                    Visible = false,
                    ExcelExportBehavior = ExcelExportBehavior.AlwaysInclude
                } );

            // Add a column for total amount
            gGiversGifts.Columns.Add(
                new CurrencyField
                {
                    DataField = "TotalAmount",
                    HeaderText = "Total",
                    SortExpression = "TotalAmount"
                } );

            // Add columns for the selected account totals
            if ( accountIds.Any() )
            {
                var accounts = new FinancialAccountService( _rockContext )
                    .Queryable().AsNoTracking()
                    .Where( a => accountIds.Contains( a.Id ) )
                    .ToList();

                foreach ( int accountId in accountIds )
                {
                    var account = accounts.FirstOrDefault( a => a.Id == accountId );
                    if ( account != null )
                    {
                        gGiversGifts.Columns.Add(
                            new CurrencyField
                            {
                                DataField = account.Id.ToString(),
                                HeaderText = account.Name,
                                SortExpression = account.Id.ToString()
                            } );
                    }
                }
            }

            // Add a column for the number of gifts
            var numberGiftsField = new RockBoundField
                {
                    DataField = "NumberGifts",
                    HeaderText = "Number of Gifts",
                    SortExpression = "NumberGifts",
                    DataFormatString = "{0:N0}",
                };
            numberGiftsField.ItemStyle.HorizontalAlign = HorizontalAlign.Right;
            gGiversGifts.Columns.Add( numberGiftsField );

            // Add a column to indicate if this is a first time giver
            gGiversGifts.Columns.Add(
                new BoolField
                {
                    DataField = "IsFirstEverGift",
                    HeaderText = "Is First Gift",
                    SortExpression = "IsFirstEverGift"
                } );

            // Add a column for the first gift date ( that matches criteria )
            gGiversGifts.Columns.Add(
                new DateField
                {
                    DataField = "FirstGift",
                    HeaderText = "First Gift",
                    SortExpression = "FirstGift"
                } );

            // Add a column for the first-ever gift date ( to any tax-deductible account )
            gGiversGifts.Columns.Add(
                new DateField
                {
                    DataField = "FirstEverGift",
                    HeaderText = "First Gift Ever",
                    SortExpression = "FirstEverGift"
                } );

            var transactionDetailService = new FinancialTransactionDetailService( _rockContext );
            var personService = new PersonService( _rockContext );

            // If dataview was selected get the person id's returned by the dataview
            var dataViewPersonIds = new List<int>();
            if ( dataViewId.HasValue )
            {
                var dataView = new DataViewService( _rockContext ).Get( dataViewId.Value );
                if ( dataView != null )
                {
                    var errorMessages = new List<string>();
                    ParameterExpression paramExpression = personService.ParameterExpression;
                    Expression whereExpression = dataView.GetExpression( personService, paramExpression, out errorMessages );

                    SortProperty sortProperty = null;
                    var dataViewPersonIdQry = personService
                        .Queryable().AsNoTracking()
                        .Where( paramExpression, whereExpression, sortProperty )
                        .Select( p => p.Id );
                    dataViewPersonIds = dataViewPersonIdQry.ToList();
                }
            }

            // Check to see if grid should display only people who gave a certain number of times and if so
            // set the min value
            int minCount = 0;
            var previousPersonIds = new List<int>();
            if ( radByPattern.Checked )
            {
                minCount = tbPatternXTimes.Text.AsInteger();
                var missedStart = drpPatternDateRange.LowerValue;
                var missedEnd = drpPatternDateRange.UpperValue;
                if ( missedStart.HasValue && missedEnd.HasValue )
                {
                    // Get the givingids that gave any amount during the pattern's date range. These
                    // are needed so that we know who to exclude from the result set
                    var previousGivingIds = transactionDetailService
                        .Queryable().AsNoTracking()
                        .Where( d =>
                            d.Transaction.TransactionDateTime.HasValue &&
                            d.Transaction.TransactionDateTime.Value >= missedStart.Value &&
                            d.Transaction.TransactionDateTime.Value < missedEnd.Value &&
                            accountIds.Contains( d.AccountId ) &&
                            d.Amount != 0.0M )
                        .Select( d => d.Transaction.AuthorizedPersonAlias.Person.GivingId );

                    // Now get the person ids from the givingids
                    previousPersonIds = personService
                        .Queryable().AsNoTracking()
                        .Where( p => previousGivingIds.Contains( p.GivingId ) )
                        .Select( p => p.Id )
                        .ToList();
                }
            }

            // Call the stored procedure to get all the giving data that matches the selected criteria.
            // The stored procedure returns two tables. First is a list of all matching transaction summary
            // information and the second table is each giving leader's first-ever gift date to a tax-deductible account
            DataSet ds = FinancialTransactionDetailService.GetGivingAnalytics( start, end, minAmount, maxAmount,
                accountIds, currencyTypeIds, sourceTypeIds,  dataViewId, viewBy );

            // Get the results table
            DataTable dtResults = ds.Tables[0];

            // Get the first-ever gift dates and load them into a dictionary for faster matching
            DataTable dtFirstEver = ds.Tables[1];
            var firstEverVals = new Dictionary<int, DateTime>();
            foreach( DataRow row in ds.Tables[1].Rows )
            {
                if ( !DBNull.Value.Equals( row["FirstEverGift"] ) )
                {
                    firstEverVals.Add( (int)row["PersonId"], (DateTime)row["FirstEverGift"] );
                }
            }

            // Add columns to the result set for the first-ever data
            dtResults.Columns.Add( new DataColumn( "IsFirstEverGift", typeof( bool ) ) );
            dtResults.Columns.Add( new DataColumn( "FirstEverGift", typeof( DateTime ) ) );

            foreach( DataRow row in dtResults.Rows )
            {
                bool rowValid = true;

                // Get the person id
                int personId = (int)row["Id"];

                if ( radByPattern.Checked )
                {
                    // If pattern was specified check minimum gifts and other date range
                    int numberGifts = (int)row["NumberGifts"];
                    if ( numberGifts < minCount )
                    {
                        rowValid = false;
                    }
                    else
                    {
                        // If this giving leader gave during the pattern date, remove the row since we
                        // only want those who did not
                        if ( previousPersonIds.Contains( personId ) )
                        {
                            rowValid = false;
                        }
                    }
                }

                if ( dataViewId.HasValue )
                {
                    // If a dataview filter was specified, and this row is not part of dataview,
                    // remove it
                    if ( !dataViewPersonIds.Contains(personId))
                    {
                        rowValid = false;

                        // Remove person id from list so that list can be used later to optionally
                        // add rows for remaining people who were in the dataview, but not in the
                        // result set
                        dataViewPersonIds.Remove( personId );
                    }
                }

                if ( rowValid )
                {
                    // Set the first ever information for each row
                    bool isFirstEverGift = false;
                    DateTime firstGift = (DateTime)row["FirstGift"];
                    if ( firstEverVals.ContainsKey( personId ) )
                    {
                        DateTime firstEverGift = firstEverVals[personId];
                        isFirstEverGift = firstEverGift.Equals( firstGift );

                        row["FirstEverGift"] = firstEverGift;
                    }

                    // If only first time givers should be included, remove any that are not
                    if ( radFirstTime.Checked && !isFirstEverGift )
                    {
                        rowValid = false;
                    }
                    else
                    {
                        row["IsFirstEverGift"] = isFirstEverGift;
                    }
                }

                if ( !rowValid )
                {
                    row.Delete();
                }
            }

            // if dataview was selected and it includes people not in the result set,
            if ( dataViewId.HasValue && rblDataViewAction.SelectedValue == "All" && dataViewPersonIds.Any() )
            {
                // Query for the names of each of these people
                foreach( var person in personService
                    .Queryable().AsNoTracking()
                    .Select( p => new {
                        p.Id,
                        p.Guid,
                        p.NickName,
                        p.LastName,
                        p.Email
                    }))
                {
                    // Check for a first ever gift date
                    var firstEverGiftDate = firstEverVals
                        .Where( f => f.Key == person.Id )
                        .Select( f => f.Value )
                        .FirstOrDefault();

                    DataRow row = dtResults.NewRow();
                    row["Id"] = person.Id;
                    row["Guid"] = person.Guid;
                    row["NickName"] = person.NickName;
                    row["LastName"] = person.LastName;
                    row["PersonName"] = person.NickName + " " + person.LastName;
                    row["Email"] = person.Email;
                    row["IsFirstEverGift"] = false;
                    row["FirstEverGift"] = firstEverGiftDate;
                    dtResults.Rows.Add( row );
                }
            }

            // Update the changes (deletes) in the datatable
            dtResults.AcceptChanges();

            // Calculate Total
            if ( viewBy == GiversViewBy.Giver )
            {
                pnlTotal.Visible = true;
                object amountTotalObj = dtResults.Compute( "Sum(TotalAmount)", null );
                if ( amountTotalObj != null )
                {
                    decimal amountTotal = amountTotalObj.ToString().AsDecimal();
                    lTotal.Text = amountTotal.FormatAsCurrency();
                }
                else
                {
                    lTotal.Text = string.Empty;
                }
            }
            else
            {
                pnlTotal.Visible = false;
            }

            // Sort the results
            System.Data.DataView dv = dtResults.DefaultView;
            if ( gGiversGifts.SortProperty != null )
            {
                try
                {
                    var sortProperties = new List<string>();
                    foreach( string prop in gGiversGifts.SortProperty.Property.SplitDelimitedValues(false))
                    {
                        sortProperties.Add( string.Format( "[{0}] {1}", prop, gGiversGifts.SortProperty.DirectionString ) );
                    }
                    dv.Sort = sortProperties.AsDelimited( ", " );
                }
                catch
                {
                    dv.Sort = "[LastName] ASC, [NickName] ASC";
                }
            }
            else
            {
                dv.Sort = "[LastName] ASC, [NickName] ASC";
            }

            gGiversGifts.DataSource = dv;
            gGiversGifts.DataBind();
        }
        private void DisplayResults()
        {
            var numberOfYears = GetAttributeValue( "MaxYearsToDisplay" ).AsInteger();

            RockContext rockContext = new RockContext();

            FinancialTransactionDetailService financialTransactionDetailService = new FinancialTransactionDetailService( rockContext );

            var qry = financialTransactionDetailService.Queryable().AsNoTracking()
                        .Where( t=> t.Transaction.AuthorizedPersonAlias.Person.GivingId == TargetPerson.GivingId);

            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 ) );
            }

            var yearQry = qry.GroupBy( t => t.Transaction.TransactionDateTime.Value.Year )
                                .Select( g => new { Year = g.Key } )
                                .OrderByDescending(y => y.Year);

            var mergeFields = new Dictionary<string, object>();
            mergeFields.Add( "DetailPage", LinkedPageRoute( "DetailPage" ) );
            mergeFields.Add( "StatementYears", yearQry.Take( numberOfYears ) );
            mergeFields.Add( "PersonGuid", TargetPerson.Guid );

            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();
            }
        }
예제 #8
0
        /// <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();

            var changes = new List<string>();

            if ( txnId.HasValue )
            {
                txn = txnService.Get( txnId.Value );
            }

            if ( txn == null )
            {
                txn = new FinancialTransaction();
                txnService.Add( txn );
                txn.BatchId = batchId;
                changes.Add( "Created transaction" );
            }

            if ( txn != null )
            {
                if ( txn.FinancialPaymentDetail == null )
                {
                    txn.FinancialPaymentDetail = new FinancialPaymentDetail();
                }

                string newPerson = ppAuthorizedPerson.PersonName;

                if ( batchId.HasValue )
                {
                    if ( !txn.AuthorizedPersonAliasId.Equals( ppAuthorizedPerson.PersonAliasId ) )
                    {
                        string prevPerson = ( txn.AuthorizedPersonAlias != null && txn.AuthorizedPersonAlias.Person != null ) ?
                            txn.AuthorizedPersonAlias.Person.FullName : string.Empty;
                        History.EvaluateChange( changes, "Person", prevPerson, newPerson );
                    }

                    History.EvaluateChange( changes, "Date/Time", txn.TransactionDateTime, dtTransactionDateTime.SelectedDateTime );
                    History.EvaluateChange( changes, "Type", GetDefinedValue( txn.TransactionTypeValueId ), GetDefinedValue( ddlTransactionType.SelectedValue.AsInteger() ) );
                    History.EvaluateChange( changes, "Source", GetDefinedValue( txn.SourceTypeValueId ), GetDefinedValue( ddlSourceType.SelectedValueAsInt() ) );

                    if ( !txn.FinancialGatewayId.Equals( gpPaymentGateway.SelectedValueAsInt() ) )
                    {
                        History.EvaluateChange( changes, "Gateway", GetFinancialGatewayName( txn.FinancialGatewayId, rockContext ), GetFinancialGatewayName( gpPaymentGateway.SelectedValueAsInt(), rockContext ) );
                    }

                    History.EvaluateChange( changes, "Transaction Code", txn.TransactionCode, tbTransactionCode.Text );
                    History.EvaluateChange( changes, "Currency Type", GetDefinedValue( txn.FinancialPaymentDetail.CurrencyTypeValueId ), GetDefinedValue( ddlCurrencyType.SelectedValueAsInt() ) );
                    History.EvaluateChange( changes, "Credit Card Type", GetDefinedValue( txn.FinancialPaymentDetail.CreditCardTypeValueId ), GetDefinedValue( ddlCreditCardType.SelectedValueAsInt() ) );
                    History.EvaluateChange( changes, "Summary", txn.Summary, tbSummary.Text );
                    History.EvaluateChange( changes, "Is Refund", ( txn.RefundDetails != null ), cbIsRefund.Checked );
                }

                txn.AuthorizedPersonAliasId = ppAuthorizedPerson.PersonAliasId;
                txn.TransactionDateTime = dtTransactionDateTime.SelectedDateTime;
                txn.TransactionTypeValueId = ddlTransactionType.SelectedValue.AsInteger();
                txn.SourceTypeValueId = ddlSourceType.SelectedValueAsInt();
                txn.FinancialGatewayId = gpPaymentGateway.SelectedValueAsInt();
                txn.TransactionCode = tbTransactionCode.Text;
                txn.FinancialPaymentDetail.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
                txn.FinancialPaymentDetail.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();

                txn.Summary = tbSummary.Text;

                decimal totalAmount = TransactionDetailsState.Select( d => d.Amount ).ToList().Sum();
                if ( cbIsRefund.Checked && totalAmount > 0 )
                {
                    nbErrorMessage.Title = "Incorrect Refund Amount";
                    nbErrorMessage.Text = "<p>A refund should have a negative amount. Please unselect the refund option, or change amounts to be negative values.</p>";
                    nbErrorMessage.Visible = true;
                    return;
                }

                if ( cbIsRefund.Checked )
                {
                    if ( txn.RefundDetails != null )
                    {
                        txn.RefundDetails = new FinancialTransactionRefund();
                    }
                    txn.RefundDetails.RefundReasonValueId = ddlRefundReasonEdit.SelectedValueAsId();
                    txn.RefundDetails.RefundReasonSummary = tbRefundSummaryEdit.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 =>
                    {
                        if ( batchId.HasValue )
                        {
                            History.EvaluateChange( changes, txnDetail.Account != null ? txnDetail.Account.Name : "Unknown", txnDetail.Amount.FormatAsCurrency(), string.Empty );
                        }
                        txnDetailService.Delete( txnDetail );
                    } );

                    // Save Transaction Details
                    foreach ( var editorTxnDetail in TransactionDetailsState )
                    {
                        string oldAccountName = string.Empty;
                        string newAccountName = string.Empty;
                        decimal oldAmount = 0.0M;
                        decimal newAmount = 0.0M;

                        // Add or Update the activity type
                        var txnDetail = txn.TransactionDetails.FirstOrDefault( d => d.Guid.Equals( editorTxnDetail.Guid ) );
                        if ( txnDetail != null )
                        {
                            oldAccountName = AccountName( txnDetail.AccountId );
                            oldAmount = txnDetail.Amount;
                        }
                        else
                        {
                            txnDetail = new FinancialTransactionDetail();
                            txnDetail.Guid = editorTxnDetail.Guid;
                            txn.TransactionDetails.Add( txnDetail );
                        }

                        newAccountName = AccountName( editorTxnDetail.AccountId );
                        newAmount = UseSimpleAccountMode ? tbSingleAccountAmount.Text.AsDecimal() : editorTxnDetail.Amount;

                        if ( batchId.HasValue )
                        {
                            if ( string.IsNullOrWhiteSpace(oldAccountName) )
                            {
                                History.EvaluateChange( changes, newAccountName, string.Empty, newAmount.FormatAsCurrency() );
                            }
                            else
                            {
                                if ( oldAccountName == newAccountName )
                                {
                                    if ( oldAmount != newAmount )
                                    {
                                        History.EvaluateChange( changes, oldAccountName, oldAmount.FormatAsCurrency(), newAmount.FormatAsCurrency() );
                                    }
                                }
                                else
                                {
                                    History.EvaluateChange( changes, oldAccountName, oldAmount.FormatAsCurrency(), string.Empty );
                                    History.EvaluateChange( changes, newAccountName, string.Empty, newAmount.FormatAsCurrency() );
                                }
                            }
                        }

                        txnDetail.AccountId = editorTxnDetail.AccountId;
                        txnDetail.Amount = newAmount;
                        txnDetail.Summary = editorTxnDetail.Summary;

                        if ( editorTxnDetail.AttributeValues != null )
                        {
                            txnDetail.LoadAttributes();
                            txnDetail.AttributeValues = editorTxnDetail.AttributeValues;
                            rockContext.SaveChanges();
                            txnDetail.SaveAttributeValues( rockContext );
                        }
                    }

                    // 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 ) ) )
                    {
                        changes.Add( "Removed Image" );
                        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 )
                        {
                            changes.Add( "Added Image" );
                            txnImage = new FinancialTransactionImage();
                            txnImage.TransactionId = txn.Id;
                            txn.Images.Add( txnImage );
                        }
                        else
                        {
                            if ( txnImage.BinaryFileId != binaryFileId )
                            {
                                changes.Add( "Updated Image" );
                            }
                        }

                        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 );
                    }

                    // Update any attributes
                    txn.LoadAttributes(rockContext);
                    txn.FinancialPaymentDetail.LoadAttributes(rockContext);
                    Helper.GetEditValues(phAttributeEdits, txn);
                    Helper.GetEditValues(phPaymentAttributeEdits, txn.FinancialPaymentDetail);

                    // If the transaction is associated with a batch, update that batch's history
                    if ( batchId.HasValue )
                    {
                        HistoryService.SaveChanges(
                            rockContext,
                            typeof( FinancialBatch ),
                            Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
                            batchId.Value,
                            changes,
                            !string.IsNullOrWhiteSpace( newPerson ) ? newPerson : string.Format( "Transaction Id:{0}", txn.Id ),
                            typeof( FinancialTransaction ),
                            txn.Id
                        );
                    }

                    rockContext.SaveChanges();
                    txn.SaveAttributeValues(rockContext);
                    txn.FinancialPaymentDetail.SaveAttributeValues(rockContext);
                } );

                // 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.FinancialPaymentDetail.CurrencyTypeValueId;
                Session["NewTxnDefault_CreditCardType"] = txn.FinancialPaymentDetail.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 );
                if ( savedTxn != null )
                {
                    savedTxn.LoadAttributes();
                    savedTxn.FinancialPaymentDetail.LoadAttributes();
                    ShowReadOnlyDetails( savedTxn );
                }
            }
        }
        /// <summary>
        /// Binds the grid.
        /// </summary>
        private void BindGrid()
        {
            var contributionType = DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() );
            if ( contributionType != null )
            {
                var rockContext = new RockContext();
                var transactionDetailService = new FinancialTransactionDetailService( rockContext );
                var qry = transactionDetailService.Queryable().AsNoTracking()
                    .Where( a =>
                        a.Transaction.TransactionTypeValueId == contributionType.Id &&
                        a.Transaction.TransactionDateTime.HasValue );

                var targetPerson = this.ContextEntity<Person>();
                if ( targetPerson != null )
                {
                    qry = qry.Where( t => t.Transaction.AuthorizedPersonAlias.Person.GivingId == targetPerson.GivingId );
                }

                List<SummaryRecord> summaryList;

                using ( new Rock.Data.QueryHintScope( rockContext, QueryHintType.RECOMPILE ) )
                {
                    summaryList = qry
                        .GroupBy( a => new { a.Transaction.TransactionDateTime.Value.Year, a.AccountId } )
                        .Select( t => new SummaryRecord
                        {
                            Year = t.Key.Year,
                            AccountId = t.Key.AccountId,
                            TotalAmount = t.Sum( d => d.Amount )
                        } ).OrderByDescending( a => a.Year )
                        .ToList();
                }

                var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields( this.RockPage, this.CurrentPerson );
                var financialAccounts = new FinancialAccountService( rockContext ).Queryable().Select( a => new { a.Id, a.Name } ).ToDictionary( k => k.Id, v => v.Name );

                var yearsMergeObjects = new List<Dictionary<string, object>>();
                foreach ( var item in summaryList.GroupBy( a => a.Year ) )
                {
                    var year = item.Key;
                    var accountsList = new List<object>();
                    foreach ( var a in item )
                    {
                        var accountDictionary = new Dictionary<string, object>();
                        accountDictionary.Add( "Account", financialAccounts.ContainsKey( a.AccountId ) ? financialAccounts[a.AccountId] : string.Empty );
                        accountDictionary.Add( "TotalAmount", a.TotalAmount );
                        accountsList.Add( accountDictionary );
                    }

                    var yearDictionary = new Dictionary<string, object>();
                    yearDictionary.Add( "Year", year );
                    yearDictionary.Add( "SummaryRows", accountsList );

                    yearsMergeObjects.Add( yearDictionary );
                }

                mergeFields.Add( "Rows", yearsMergeObjects );

                lLavaOutput.Text = string.Empty;
                if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
                {
                    lLavaOutput.Text = mergeFields.lavaDebugInfo( rockContext );
                }

                string template = GetAttributeValue( "LavaTemplate" );

                lLavaOutput.Text += template.ResolveMergeFields( mergeFields ).ResolveClientIds( upnlContent.ClientID );
            }
        }