/// <summary> /// Binds the grid. /// </summary> private void BindGrid() { _currencyTypes = new Dictionary <int, string>(); _creditCardTypes = new Dictionary <int, string>(); // If configured for a registration and registration is null, return int registrationEntityTypeId = EntityTypeCache.Read(typeof(Rock.Model.Registration)).Id; if (ContextTypesRequired.Any(e => e.Id == registrationEntityTypeId) && _registration == null) { return; } // If configured for a person and person is null, return int personEntityTypeId = EntityTypeCache.Read("Rock.Model.Person").Id; if (ContextTypesRequired.Any(e => e.Id == personEntityTypeId) && _person == null) { return; } // If configured for a batch and batch is null, return int batchEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialBatch").Id; if (ContextTypesRequired.Any(e => e.Id == batchEntityTypeId) && _batch == null) { return; } // If configured for a batch and batch is null, return int scheduledTxnEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialScheduledTransaction").Id; if (ContextTypesRequired.Any(e => e.Id == scheduledTxnEntityTypeId) && _scheduledTxn == null) { return; } // Qry var rockContext = new RockContext(); var qry = new FinancialTransactionService(rockContext).Queryable(); // Transaction Types var transactionTypeValueIdList = GetAttributeValue("TransactionTypes").SplitDelimitedValues().AsGuidList().Select(a => DefinedValueCache.Read(a)).Where(a => a != null).Select(a => a.Id).ToList(); if (transactionTypeValueIdList.Any()) { qry = qry.Where(t => transactionTypeValueIdList.Contains(t.TransactionTypeValueId)); } // Set up the selection filter if (_batch != null) { // If transactions are for a batch, the filter is hidden so only check the batch id qry = qry.Where(t => t.BatchId.HasValue && t.BatchId.Value == _batch.Id); // If the batch is closed, do not allow any editing of the transactions if (_batch.Status != BatchStatus.Closed && _canEdit) { gTransactions.IsDeleteEnabled = _canEdit; } else { gTransactions.IsDeleteEnabled = false; } } else if (_scheduledTxn != null) { // If transactions are for a batch, the filter is hidden so only check the batch id qry = qry.Where(t => t.ScheduledTransactionId.HasValue && t.ScheduledTransactionId.Value == _scheduledTxn.Id); gTransactions.IsDeleteEnabled = false; } else if (_registration != null) { qry = qry .Where(t => t.TransactionDetails .Any(d => d.EntityTypeId.HasValue && d.EntityTypeId.Value == registrationEntityTypeId && d.EntityId.HasValue && d.EntityId.Value == _registration.Id)); gTransactions.IsDeleteEnabled = false; } else // Person { // otherwise set the selection based on filter settings if (_person != null) { // get the transactions for the person or all the members in the person's giving group (Family) qry = qry.Where(t => t.AuthorizedPersonAlias.Person.GivingId == _person.GivingId); } // Date Range var drp = new DateRangePicker(); drp.DelimitedValues = gfTransactions.GetUserPreference("Date Range"); if (drp.LowerValue.HasValue) { qry = qry.Where(t => t.TransactionDateTime >= drp.LowerValue.Value); } if (drp.UpperValue.HasValue) { DateTime upperDate = drp.UpperValue.Value.Date.AddDays(1); qry = qry.Where(t => t.TransactionDateTime < upperDate); } // Amount Range var nre = new NumberRangeEditor(); nre.DelimitedValues = gfTransactions.GetUserPreference("Amount Range"); if (nre.LowerValue.HasValue) { qry = qry.Where(t => t.TransactionDetails.Sum(d => d.Amount) >= nre.LowerValue.Value); } if (nre.UpperValue.HasValue) { qry = qry.Where(t => t.TransactionDetails.Sum(d => d.Amount) <= nre.UpperValue.Value); } // Transaction Code string transactionCode = gfTransactions.GetUserPreference("Transaction Code"); if (!string.IsNullOrWhiteSpace(transactionCode)) { qry = qry.Where(t => t.TransactionCode == transactionCode.Trim()); } // Account Id var accountIds = (gfTransactions.GetUserPreference("Account") ?? "").SplitDelimitedValues().AsIntegerList().Where(a => a > 0).ToList(); { if (accountIds.Any()) { qry = qry.Where(t => t.TransactionDetails.Any(d => accountIds.Contains(d.AccountId) || (d.Account.ParentAccountId.HasValue && accountIds.Contains(d.Account.ParentAccountId.Value)))); } } // Transaction Type int transactionTypeId = int.MinValue; if (int.TryParse(gfTransactions.GetUserPreference("Transaction Type"), out transactionTypeId)) { qry = qry.Where(t => t.TransactionTypeValueId == transactionTypeId); } // Currency Type int currencyTypeId = int.MinValue; if (int.TryParse(gfTransactions.GetUserPreference("Currency Type"), out currencyTypeId)) { qry = qry.Where(t => t.FinancialPaymentDetail != null && t.FinancialPaymentDetail.CurrencyTypeValueId == currencyTypeId); } // Credit Card Type int creditCardTypeId = int.MinValue; if (int.TryParse(gfTransactions.GetUserPreference("Credit Card Type"), out creditCardTypeId)) { qry = qry.Where(t => t.FinancialPaymentDetail != null && t.FinancialPaymentDetail.CreditCardTypeValueId == creditCardTypeId); } // Source Type int sourceTypeId = int.MinValue; if (int.TryParse(gfTransactions.GetUserPreference("Source Type"), out sourceTypeId)) { qry = qry.Where(t => t.SourceTypeValueId == sourceTypeId); } } SortProperty sortProperty = gTransactions.SortProperty; if (sortProperty != null) { if (sortProperty.Property == "TotalAmount") { if (sortProperty.Direction == SortDirection.Ascending) { qry = qry.OrderBy(t => t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.00M); } else { qry = qry.OrderByDescending(t => t.TransactionDetails.Sum(d => (decimal?)d.Amount) ?? 0.0M); } } else { qry = qry.Sort(sortProperty); } } else { // Default sort by Id if the transations are seen via the batch, // otherwise sort by descending date time. if (ContextTypesRequired.Any(e => e.Id == batchEntityTypeId)) { qry = qry.OrderBy(t => t.Id); } else { qry = qry.OrderByDescending(t => t.TransactionDateTime).ThenByDescending(t => t.Id); } } var lTransactionImageField = gTransactions.ColumnsOfType <RockLiteralField>().FirstOrDefault(a => a.ID == "lTransactionImage"); var summaryField = gTransactions.ColumnsOfType <RockBoundField>().FirstOrDefault(a => a.DataField == "Summary"); var showImages = bddlOptions.SelectedValue.AsIntegerOrNull() == 1; if (lTransactionImageField != null) { lTransactionImageField.Visible = showImages; } if (summaryField != null) { summaryField.Visible = !showImages; } if (showImages) { qry = qry.Include(a => a.Images); } gTransactions.SetLinqDataSource(qry.AsNoTracking()); gTransactions.DataBind(); if (_batch == null && _scheduledTxn == null && _registration == null && _person == null) { pnlSummary.Visible = true; // No context - show account summary var qryTransactionDetails = qry.SelectMany(a => a.TransactionDetails); var qryFinancialAccount = new FinancialAccountService(rockContext).Queryable(); var accountSummaryQry = qryTransactionDetails.GroupBy(a => a.AccountId).Select(a => new { AccountId = a.Key, TotalAmount = (decimal?)a.Sum(d => d.Amount) }).Join(qryFinancialAccount, k1 => k1.AccountId, k2 => k2.Id, (td, fa) => new { td.TotalAmount, fa.Name, fa.Order }) .OrderBy(a => a.Order); var summaryList = accountSummaryQry.ToList(); var grandTotalAmount = (summaryList.Count > 0) ? summaryList.Sum(a => a.TotalAmount ?? 0) : 0; lGrandTotal.Text = grandTotalAmount.FormatAsCurrency(); rptAccountSummary.DataSource = summaryList.Select(a => new { a.Name, TotalAmount = a.TotalAmount.FormatAsCurrency() }).ToList(); rptAccountSummary.DataBind(); } else { pnlSummary.Visible = false; } }