/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RoutedEventArgs"/> instance containing the event data.</param>
private void btnSave_Click(object sender, RoutedEventArgs e)
{
RockConfig rockConfig = RockConfig.Load();
try
{
txtRockUrl.Text = txtRockUrl.Text.Trim();
Uri rockUrl = new Uri(txtRockUrl.Text);
var validSchemes = new string[] { Uri.UriSchemeHttp, Uri.UriSchemeHttps };
if (!validSchemes.Contains(rockUrl.Scheme))
{
txtRockUrl.Text = "http://" + rockUrl.AbsoluteUri;
}
RockRestClient client = new RockRestClient(txtRockUrl.Text);
client.Login(rockConfig.Username, rockConfig.Password);
}
catch (WebException wex)
{
HttpWebResponse response = wex.Response as HttpWebResponse;
if (response != null)
{
if (response.StatusCode == HttpStatusCode.Unauthorized)
{
// valid URL but invalid login, so navigate back to the LoginPage
rockConfig.RockBaseUrl = txtRockUrl.Text;
rockConfig.Save();
LoginPage loginPage = new LoginPage(true);
this.NavigationService.Navigate(loginPage);
return;
}
}
lblAlert.Content = wex.Message;
lblAlert.Visibility = Visibility.Visible;
return;
}
catch (Exception ex)
{
lblAlert.Content = ex.Message;
lblAlert.Visibility = Visibility.Visible;
return;
}
rockConfig.RockBaseUrl = txtRockUrl.Text;
rockConfig.Save();
this.NavigationService.GoBack();
}
/// <summary>
/// Handles the Click event of the btnNext control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RoutedEventArgs"/> instance containing the event data.</param>
private void btnNext_Click(object sender, RoutedEventArgs e)
{
var selected = lstLayouts.Items.OfType <RadioButton>().First(a => a.IsChecked == true);
if (selected != null)
{
string fileName = selected.Tag.ToString();
ReportOptions.Current.LayoutFile = fileName;
var rockConfig = RockConfig.Load();
rockConfig.LayoutFile = fileName;
rockConfig.Save();
ProgressPage nextPage = new ProgressPage();
this.NavigationService.Navigate(nextPage);
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockConfig = RockConfig.Load();
List <FinancialStatementReportConfiguration> reportConfigurationList = null;
try
{
if (rockConfig.ReportConfigurationListJson.IsNotNullOrWhiteSpace())
{
reportConfigurationList = rockConfig.ReportConfigurationListJson.FromJsonOrNull <List <FinancialStatementReportConfiguration> >();
}
}
catch
{
// ignore
}
if (reportConfigurationList == null)
{
// if this is the first time the generator has run, create a default.
// If they delete this default, that is OK. See https://app.asana.com/0/0/1200266899611805/f
reportConfigurationList = new List <FinancialStatementReportConfiguration>();
var defaultConfiguration = new FinancialStatementReportConfiguration
{
DestinationFolder = Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.Desktop), "Statements"),
ExcludeOptedOutIndividuals = true,
FilenamePrefix = "statement-",
IncludeInternationalAddresses = false,
MaxStatementsPerChapter = 500,
MinimumContributionAmount = 1.00M,
PreventSplittingPrimarySortValuesAcrossChapters = true,
PrimarySortOrder = Client.Enums.FinancialStatementOrderBy.PostalCode,
SecondarySortOrder = Client.Enums.FinancialStatementOrderBy.LastName,
SplitFilesOnPrimarySortValue = true,
CreatedDateTime = DateTime.Now,
Guid = Guid.NewGuid()
};
reportConfigurationList.Add(defaultConfiguration);
rockConfig.ReportConfigurationListJson = reportConfigurationList.ToJson();
rockConfig.Save();
}
ReportOptions.Current.ReportConfigurationList = reportConfigurationList;
grdReportSettings.DataContext = reportConfigurationList.OrderBy(a => a.CreatedDateTime);
}
/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="showWarnings">if set to <c>true</c> [show warnings].</param>
/// <returns></returns>
private bool SaveChanges(bool showWarnings)
{
var rockConfig = RockConfig.Load();
rockConfig.EnablePageCountPredetermination = cbEnablePageCountPredetermination.IsChecked == true;
rockConfig.LastReportOptions = ReportOptions.Current;
rockConfig.Save();
ReportOptions.Current.EnablePageCountPredetermination = rockConfig.EnablePageCountPredetermination;
if (cbSaveSettings.IsChecked == true)
{
this.SaveConfigurationAsSystemSetting(rockConfig);
}
return(true);
}
/// <summary>
/// Handles the Click event of the btnSave control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RoutedEventArgs"/> instance containing the event data.</param>
private void btnSave_Click(object sender, RoutedEventArgs e)
{
RockConfig rockConfig = RockConfig.Load();
txtRockUrl.Text = txtRockUrl.Text.Trim();
Uri rockUrl = new Uri(txtRockUrl.Text);
var validSchemes = new string[] { Uri.UriSchemeHttp, Uri.UriSchemeHttps };
if (!validSchemes.Contains(rockUrl.Scheme))
{
txtRockUrl.Text = "http://" + rockUrl.AbsoluteUri;
}
try
{
RestClient restClient = new RestClient(txtRockUrl.Text);
restClient.LoginToRock(rockConfig.Username, rockConfig.Password);
}
catch (Exception ex)
{
lblAlert.Content = ex.Message;
lblAlert.Visibility = Visibility.Visible;
return;
}
rockConfig.RockBaseUrl = txtRockUrl.Text;
if (txtTemporaryDirectory.Text.IsNotNullOrWhiteSpace())
{
try
{
Directory.CreateDirectory(txtTemporaryDirectory.Text);
}
catch (Exception ex)
{
lblAlert.Content = $"Error creating temporary directory: { ex.Message}";
lblAlert.Visibility = Visibility.Visible;
return;
}
}
rockConfig.TemporaryDirectory = txtTemporaryDirectory.Text;
rockConfig.Save();
this.NavigationService.GoBack();
}
/// <summary>
/// Handles the RunWorkerCompleted event of the bw control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RunWorkerCompletedEventArgs"/> instance containing the event data.</param>
protected void bw_RunWorkerCompleted(object sender, RunWorkerCompletedEventArgs e)
{
if (e.Error != null)
{
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
throw e.Error;
}
if (!e.Cancelled)
{
grdPersons.DataContext = e.Result as List <object>;
}
}
/// <summary>
/// Initializes a new instance of the <see cref="SelectAccountsPage"/> class.
/// </summary>
public SelectAccountsPage()
{
InitializeComponent();
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
var accounts = _rockRestClient.GetData <List <Rock.Client.FinancialAccount> >("api/FinancialAccounts");
lstAccounts.ItemsSource = accounts.OrderBy(a => a.Order).ThenBy(a => a.Name).Select(a => new NameIdIsChecked {
Id = a.Id, Name = a.PublicName, IsChecked = true
});
lblWarning.Visibility = Visibility.Hidden;
}
/// <summary>
/// Initializes a new instance of the <see cref="SelectAdvancedFeaturesPage"/> class.
/// </summary>
public SelectAdvancedFeaturesPage()
{
InitializeComponent();
cbHideRefundedTransactions.IsChecked = ReportOptions.Current.HideRefundedTransactions;
cbHideCorrectedTransactions.IsChecked = ReportOptions.Current.HideCorrectedTransactions;
var orderByItems = Enum.GetValues(typeof(Rock.StatementGenerator.OrderBy)).OfType <Rock.StatementGenerator.OrderBy>().Select(a => a.ConvertToString(true)).ToList();
ddlOrderBy.ItemsSource = orderByItems;
ddlOrderBy.SelectedValue = ReportOptions.Current.OrderBy.ConvertToString(true);
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
var transactionTypeDefinedType = _rockRestClient.GetDataByGuid <Rock.Client.DefinedType>("api/DefinedTypes", Rock.Client.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_TYPE.AsGuid());
_transactionTypes = _rockRestClient.GetData <List <Rock.Client.DefinedValue> >($"api/DefinedValues?$filter=DefinedTypeId eq {transactionTypeDefinedType.Id}");
lstTransactionTypes.Items.Clear();
var defaultTransactionTypeGuids = new Guid[] {
Rock.Client.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()
};
foreach (var transactionType in _transactionTypes)
{
var transactionTypeCheckbox = new CheckBox {
Tag = transactionType.Id, Content = transactionType.Value
};
if (ReportOptions.Current.TransactionTypeIds != null)
{
transactionTypeCheckbox.IsChecked = ReportOptions.Current.TransactionTypeIds.Contains(transactionType.Id);
}
else
{
transactionTypeCheckbox.IsChecked = defaultTransactionTypeGuids.Contains(transactionType.Guid);
}
lstTransactionTypes.Items.Add(transactionTypeCheckbox);
}
lblTransactionTypesWarning.Visibility = Visibility.Hidden;
}
/// <summary>
/// Handles the Loaded event of the Page control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RoutedEventArgs"/> instance containing the event data.</param>
private void Page_Loaded(object sender, RoutedEventArgs e)
{
var rockConfig = RockConfig.Load();
radAllPersons.IsChecked = rockConfig.PersonSelectionOption == PersonSelectionOption.AllIndividuals;
radDataView.IsChecked = rockConfig.PersonSelectionOption == PersonSelectionOption.DataView;
radSingle.IsChecked = rockConfig.PersonSelectionOption == PersonSelectionOption.SingleIndividual;
ckExcludeInActiveIndividuals.IsChecked = ReportOptions.Current.ExcludeInActiveIndividuals;
ckIncludeBusinesses.IsChecked = ReportOptions.Current.IncludeBusinesses;
if (ReportOptions.Current.DataViewId.HasValue)
{
ddlDataView.SelectedValue = ddlDataView.Items.OfType <Rock.Client.DataView>().FirstOrDefault(a => a.Id == ReportOptions.Current.DataViewId.Value);
}
radPersons_Checked(sender, e);
lblWarning.Visibility = Visibility.Collapsed;
}
/// <summary>
/// Handles the RunWorkerCompleted event of the bw control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RunWorkerCompletedEventArgs"/> instance containing the event data.</param>
protected void bw_RunWorkerCompleted(object sender, RunWorkerCompletedEventArgs e)
{
if (e.Error != null)
{
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
throw e.Error;
}
if (!e.Cancelled)
{
grdPersons.DataContext = e.Result as List <object>;
}
activeSearchBackgroundWorkers = new ConcurrentBag <BackgroundWorker>(activeSearchBackgroundWorkers.Where(a => a != sender as BackgroundWorker));
}
/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="showWarnings">if set to <c>true</c> [show warnings].</param>
/// <returns></returns>
private bool SaveChanges(bool showWarnings)
{
var selected = lstLavaTemplates.Items.OfType <RadioButton>().First(a => a.IsChecked == true);
if (selected == null)
{
if (showWarnings)
{
return(false);
}
}
var rockConfig = RockConfig.Load();
rockConfig.LayoutDefinedValueGuid = selected?.Tag as Guid?;
rockConfig.Save();
ReportOptions.Current.LayoutDefinedValueGuid = selected?.Tag as Guid?;
return(true);
}
/// <summary>
/// Initializes a new instance of the <see cref="SelectPersonsPage"/> class.
/// </summary>
public SelectPersonsPage()
{
InitializeComponent();
RockConfig rockConfig = RockConfig.Load();
_restClient = new RestClient(rockConfig.RockBaseUrl);
_restClient.LoginToRock(rockConfig.Username, rockConfig.Password);
string queryParam = "?$filter=EntityType/Name eq 'Rock.Model.Person'";
var getDataViewsRequest = new RestRequest("api/DataViews" + queryParam);
var getDataViewsResponse = _restClient.Execute <List <Rock.Client.DataView> >(getDataViewsRequest);
if (getDataViewsResponse.ErrorException != null)
{
throw getDataViewsResponse.ErrorException;
}
var dataViews = getDataViewsResponse.Data;
ddlDataView.DisplayMemberPath = "Name";
ddlDataView.ItemsSource = dataViews;
}
/// <summary>
/// Populates the layout radio buttons from disk.
/// </summary>
private void PopulateLayoutRadioButtonsFromDisk()
{
List <RadioButton> radioButtonList = new List <RadioButton>();
var rockConfig = RockConfig.Load();
List <string> filenameList = Directory.GetFiles(".", "*.dplx").ToList();
foreach (var fileName in filenameList)
{
DplxFile dplxFile = new DplxFile(fileName);
DocumentLayout documentLayout = new DocumentLayout(dplxFile);
RadioButton radLayout = new RadioButton();
if (!string.IsNullOrWhiteSpace(documentLayout.Title))
{
radLayout.Content = documentLayout.Title.Trim();
}
else
{
radLayout.Content = fileName;
}
radLayout.Tag = fileName;
radLayout.IsChecked = rockConfig.LayoutFile == fileName;
radioButtonList.Add(radLayout);
}
if (!radioButtonList.Any(a => a.IsChecked ?? false))
{
if (radioButtonList.FirstOrDefault() != null)
{
radioButtonList.First().IsChecked = true;
}
}
lstLayouts.Items.Clear();
foreach (var item in radioButtonList.OrderBy(a => a.Content))
{
lstLayouts.Items.Add(item);
}
}
/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="showWarnings">if set to <c>true</c> [show warnings].</param>
/// <returns></returns>
private bool SaveChanges(bool showWarnings)
{
var rockConfig = RockConfig.Load();
rockConfig.ShowInactiveAccounts = cbShowInactive.IsChecked == true;
rockConfig.ShowTaxDeductibleAccounts = cbShowTaxDeductible.IsChecked == true;
rockConfig.ShowNonTaxDeductibleAccounts = cbShowNonTaxDeductible.IsChecked == true;
ReportOptions.Current.TransactionAccountIds = lstAccounts.Items.OfType <CheckBox>().Where(a => a.IsChecked == true).Select(s => ( int )s.Tag).ToList();
ReportOptions.Current.CurrencyTypeIdsCash = lstCashCurrencyTypes.Items.OfType <CheckBox>().Where(a => a.IsChecked == true).Select(s => ( int )s.Tag).ToList();
ReportOptions.Current.CurrencyTypeIdsNonCash = lstNonCashCurrencyTypes.Items.OfType <CheckBox>().Where(a => a.IsChecked == true).Select(s => ( int )s.Tag).ToList();
var currencySelected = ReportOptions.Current.CurrencyTypeIdsCash.Any() || ReportOptions.Current.CurrencyTypeIdsNonCash.Any();
if (!ReportOptions.Current.TransactionAccountIds.Any() || !currencySelected)
{
if (showWarnings)
{
if (!ReportOptions.Current.TransactionAccountIds.Any() && !currencySelected)
{
lblAccountsCurrencyTypesWarning.Content = "Please select at least one account and currency type.";
}
else if (!ReportOptions.Current.TransactionAccountIds.Any())
{
lblAccountsCurrencyTypesWarning.Content = "Please select at least one account.";
}
else if (!currencySelected)
{
lblAccountsCurrencyTypesWarning.Content = "Please select at least one currency type.";
}
lblAccountsCurrencyTypesWarning.Visibility = Visibility.Visible;
return(false);
}
}
return(true);
}
/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="showWarnings">if set to <c>true</c> [show warnings].</param>
/// <returns></returns>
private bool SaveChanges(bool showWarnings)
{
var selected = lstFinancialStatementTemplates.Items.OfType <RadioButton>().Where(a => a.IsChecked == true).FirstOrDefault();
if (selected == null)
{
if (showWarnings)
{
lblWarning.Content = "Please select a template.";
lblWarning.Visibility = Visibility.Visible;
return(false);
}
}
var rockConfig = RockConfig.Load();
var financialStatementTemplate = selected?.Tag as Rock.Client.FinancialStatementTemplate;
rockConfig.FinancialStatementTemplateGuid = financialStatementTemplate?.Guid;
rockConfig.Save();
ReportOptions.Current.FinancialStatementTemplateId = financialStatementTemplate?.Id;
return(true);
}
private void SaveConfigurationAsSystemSetting(RockConfig rockConfig)
{
// Login and setup options for REST calls
var restClient = new RestClient(rockConfig.RockBaseUrl);
restClient.LoginToRock(rockConfig.Username, rockConfig.Password);
// Get the previous record and set up the one to be stored
var isPost = true;
var getStatementGeneratorConfig = new RestRequest($"api/Attributes?$filter=Guid eq guid'{Rock.Client.SystemGuid.Attribute.STATEMENT_GENERATOR_CONFIG}'");
var storedSetting = restClient.Execute <List <Rock.Client.Attribute> >(getStatementGeneratorConfig).Data.FirstOrDefault();
var systemSetting = new AttributeEntity()
{
IsSystem = false,
FieldTypeId = 1,
EntityTypeId = null,
EntityTypeQualifierColumn = "SystemSetting",
EntityTypeQualifierValue = string.Empty,
Key = "core_StatementGeneratorConfig",
Name = "core _ Statement Generator Config",
AbbreviatedName = "core _ Statement Generator Config",
Description = "Used to store common configuration settings for the Statement Generator application",
Order = 0,
IsGridColumn = false,
IsMultiValue = false,
IsRequired = false,
Guid = Rock.Client.SystemGuid.Attribute.STATEMENT_GENERATOR_CONFIG.AsGuid()
};
if (null != storedSetting)
{
isPost = false;
systemSetting.CopyPropertiesFrom(storedSetting);
}
// Write the Config JSON
systemSetting.DefaultValue = JsonConvert.SerializeObject(rockConfig, Formatting.None);
// Post the data back to Rock
var saveAttributeRequest = new RestRequest()
.AddHeader("Accept", "application/json");
if (isPost)
{
saveAttributeRequest.Resource = "api/Attributes";
saveAttributeRequest.Method = Method.POST;
}
else
{ // If not nulled, this doesn't update
systemSetting.ModifiedByPersonAliasId = null;
systemSetting.ModifiedDateTime = null;
saveAttributeRequest.Resource = $"api/Attributes/{systemSetting.Id}";
saveAttributeRequest.Method = Method.PUT;
}
saveAttributeRequest.AddJsonBody(systemSetting);
var saveAttributeResponse = restClient.Execute(saveAttributeRequest);
if (saveAttributeResponse.ErrorException != null)
{
throw saveAttributeResponse.ErrorException;
}
}
/// <summary>
/// Creates the document.
/// </summary>
/// <param name="financialTransactionQry">The financial transaction qry.</param>
/// <returns></returns>
public Document RunReport()
{
UpdateProgress("Connecting...");
// Login and setup options for REST calls
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
// shouldn't happen, but just in case the StartDate isn't set, set it to the first day of the current year
DateTime firstDayOfYear = new DateTime(DateTime.Now.Year, 1, 1);
// note: if a specific person is specified, get them even if they don't have an address.
_contributionStatementOptionsREST = new
{
StartDate = Options.StartDate ?? firstDayOfYear,
EndDate = Options.EndDate,
AccountIds = Options.AccountIds,
IncludeIndividualsWithNoAddress = Options.PersonId.HasValue || Options.IncludeIndividualsWithNoAddress,
DataViewId = Options.DataViewId,
PersonId = Options.PersonId,
OrderByPostalCode = true
};
var organizationAddressAttribute = _rockRestClient.GetData <List <Rock.Client.Attribute> >("api/attributes", "Key eq 'OrganizationAddress'").FirstOrDefault();
if (organizationAddressAttribute != null)
{
var organizationAddressAttributeValue = _rockRestClient.GetData <List <Rock.Client.AttributeValue> >("api/AttributeValues", string.Format("AttributeId eq {0}", organizationAddressAttribute.Id)).FirstOrDefault();
Guid locationGuid = Guid.Empty;
if (Guid.TryParse(organizationAddressAttributeValue.Value, out locationGuid))
{
_organizationAddressLocation = _rockRestClient.GetData <List <Rock.Client.Location> >("api/locations", string.Format("Guid eq guid'{0}'", locationGuid)).FirstOrDefault();
}
}
// If we don't have a _organizationAddressLocation, just create an empty location
_organizationAddressLocation = _organizationAddressLocation ?? new Rock.Client.Location();
// setup report layout and events
DocumentLayout report = new DocumentLayout(this.Options.LayoutFile);
//// if there is an imgLogo and the path is "logo.jpg", use the logo specified in rockconfig.
//// We have to read the layout as Xml first to figure out what the Path of the imgLogo
XmlDocument layoutXmlDoc = new XmlDocument();
layoutXmlDoc.Load(this.Options.LayoutFile);
var imageNodes = layoutXmlDoc.GetElementsByTagName("image");
foreach (var imageNode in imageNodes.OfType <XmlNode>())
{
string imagePath = imageNode.Attributes["path"].Value;
string imageId = imageNode.Attributes["id"].Value;
if (imageId.Equals("imgLogo") && imagePath.Equals(RockConfig.DefaultLogoFile, StringComparison.OrdinalIgnoreCase))
{
Image imgLogo = report.GetReportElementById("imgLogo") as Image;
if (imgLogo != null)
{
try
{
if (!rockConfig.LogoFile.Equals(RockConfig.DefaultLogoFile, StringComparison.OrdinalIgnoreCase))
{
imgLogo.ImageData = ceTe.DynamicPDF.Imaging.ImageData.GetImage(rockConfig.LogoFile);
}
}
catch (Exception ex)
{
throw new Exception("Error loading Logo Image: " + rockConfig.LogoFile + "\n\n" + ex.Message);
}
}
}
}
Query query = report.GetQueryById("OuterQuery");
if (query == null)
{
throw new MissingReportElementException("Report requires a QueryElement named 'OuterQuery'");
}
query.OpeningRecordSet += mainQuery_OpeningRecordSet;
Query orgInfoQuery = report.GetQueryById("OrgInfoQuery");
if (orgInfoQuery == null)
{
throw new MissingReportElementException("Report requires a QueryElement named 'OrgInfoQuery'");
}
orgInfoQuery.OpeningRecordSet += orgInfoQuery_OpeningRecordSet;
_accountSummaryQuery = report.GetQueryById("AccountSummaryQuery");
if (_accountSummaryQuery == null)
{
// not required. Just don't do anything if it isn't there
}
else
{
_accountSummaryQuery.OpeningRecordSet += delegate(object s, OpeningRecordSetEventArgs ee)
{
// create a recordset for the _accountSummaryQuery which is the GroupBy summary of AccountName, Amount
/*
* The structure of _transactionsDataTable is
*
* DateTime TransactionDateTime
* string CurrencyTypeValueName
* string Summary (main transaction summary)
* DataTable Details {
* int AccountId
* string AccountName
* string Summary (detail summary)
* decimal Amount
* }
*/
var detailsData = new DataTable();
detailsData.Columns.Add("AccountId", typeof(int));
detailsData.Columns.Add("AccountName");
detailsData.Columns.Add("Amount", typeof(decimal));
foreach (var details in _transactionsDataTable.AsEnumerable().Select(a => (a["Details"] as DataTable)))
{
foreach (var row in details.AsEnumerable())
{
detailsData.Rows.Add(row["AccountId"], row["AccountName"], row["Amount"]);
}
}
var summaryTable = detailsData.AsEnumerable().GroupBy(g => g["AccountId"]).Select(a => new
{
AccountName = a.Max(x => x["AccountName"].ToString()),
Amount = a.Sum(x => decimal.Parse(x["Amount"].ToString()))
}).OrderBy(o => o.AccountName);
ee.RecordSet = new EnumerableRecordSet(summaryTable);
};
}
UpdateProgress("Getting Data...");
// get outer query data from Rock database via REST now vs in mainQuery_OpeningRecordSet to make sure we have data
DataSet personGroupAddressDataSet = _rockRestClient.PostDataWithResult <object, DataSet>("api/FinancialTransactions/GetContributionPersonGroupAddress", _contributionStatementOptionsREST);
_personGroupAddressDataTable = personGroupAddressDataSet.Tables[0];
RecordCount = _personGroupAddressDataTable.Rows.Count;
if (RecordCount > 0)
{
Document doc = report.Run();
return(doc);
}
else
{
return(null);
}
}
/// <summary>
/// Handles the Click event of the btnLogin control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RoutedEventArgs"/> instance containing the event data.</param>
private void btnLogin_Click(object sender, RoutedEventArgs e)
{
lblLoginWarning.Visibility = Visibility.Hidden;
txtUsername.Text = txtUsername.Text.Trim();
txtRockUrl.Text = txtRockUrl.Text.Trim();
Uri rockUri = new Uri(txtRockUrl.Text);
var validSchemes = new string[] { Uri.UriSchemeHttp, Uri.UriSchemeHttps };
if (!validSchemes.Contains(rockUri.Scheme))
{
txtRockUrl.Text = "https://" + rockUri.AbsoluteUri;
}
RestClient restClient = new RestClient(txtRockUrl.Text);
string userName = txtUsername.Text;
string password = txtPassword.Password;
string rockUrl = txtRockUrl.Text;
if (string.IsNullOrWhiteSpace(userName))
{
lblLoginWarning.Content = "Username cannot be blank";
lblLoginWarning.Visibility = Visibility.Visible;
return;
}
// start a background thread to Login since this could take a little while and we want a Wait cursor
BackgroundWorker bw = new BackgroundWorker();
bw.DoWork += delegate(object s, DoWorkEventArgs ee)
{
ee.Result = null;
restClient.LoginToRock(userName, password);
};
// when the Background Worker is done with the Login, run this
bw.RunWorkerCompleted += delegate(object s, RunWorkerCompletedEventArgs ee)
{
this.Cursor = null;
btnLogin.IsEnabled = true;
if (ee.Error != null)
{
lblRockUrl.Visibility = Visibility.Visible;
txtRockUrl.Visibility = Visibility.Visible;
lblLoginWarning.Content = ee.Error.Message;
lblLoginWarning.Visibility = Visibility.Visible;
return;
}
var getByUserNameRequest = new RestRequest(string.Format("api/People/GetByUserName/{0}", userName));
var getByUserNameResponse = restClient.Execute <Rock.Client.Person>(getByUserNameRequest);
if (getByUserNameResponse.ErrorException != null)
{
string message = getByUserNameResponse.ErrorException.Message;
if (getByUserNameResponse.ErrorException.InnerException != null)
{
message += "\n" + getByUserNameResponse.ErrorException.InnerException.Message;
}
lblRockUrl.Visibility = Visibility.Visible;
txtRockUrl.Visibility = Visibility.Visible;
lblLoginWarning.Content = message;
lblLoginWarning.Visibility = Visibility.Visible;
return;
}
Rock.Client.Person person = getByUserNameResponse.Data;
RockConfig rockConfig = RockConfig.Load();
rockConfig.RockBaseUrl = rockUrl;
rockConfig.Username = userName;
rockConfig.Password = password;
// Load any stored configuration settings
rockConfig = this.LoadConfigurationFromSystemSetting(rockConfig);
rockConfig.Save();
if (this.NavigationService.CanGoBack)
{
// if we got here from some other Page, go back
this.NavigationService.GoBack();
}
else
{
StartPage startPage = new StartPage();
this.NavigationService.Navigate(startPage);
}
};
// set the cursor to Wait, disable the login button, and start the login background process
this.Cursor = Cursors.Wait;
btnLogin.IsEnabled = false;
bw.RunWorkerAsync();
}
/// <summary>
/// Loads this instance.
/// </summary>
/// <returns></returns>
public static RockConfig Load()
{
try
{
if ( _rockConfig != null )
{
return _rockConfig;
}
if ( File.Exists( fileName ) )
{
FileStream fs = new FileStream( fileName, FileMode.OpenOrCreate );
try
{
DataContractSerializer s = new DataContractSerializer( typeof( RockConfig ) );
_rockConfig = s.ReadObject( fs ) as RockConfig;
return _rockConfig;
}
finally
{
fs.Close();
}
}
return new RockConfig();
}
catch
{
return new RockConfig();
}
}
/// <summary>
/// Handles the Click event of the btnLogin control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RoutedEventArgs"/> instance containing the event data.</param>
private void btnLogin_Click(object sender, RoutedEventArgs e)
{
txtUsername.Text = txtUsername.Text.Trim();
txtRockUrl.Text = txtRockUrl.Text.Trim();
RockRestClient rockRestClient = new RockRestClient(txtRockUrl.Text);
string userName = txtUsername.Text;
string password = txtPassword.Password;
// start a background thread to Login since this could take a little while and we want a Wait cursor
BackgroundWorker bw = new BackgroundWorker();
bw.DoWork += delegate(object s, DoWorkEventArgs ee)
{
ee.Result = null;
rockRestClient.Login(userName, password);
};
// when the Background Worker is done with the Login, run this
bw.RunWorkerCompleted += delegate(object s, RunWorkerCompletedEventArgs ee)
{
this.Cursor = null;
btnLogin.IsEnabled = true;
try
{
if (ee.Error != null)
{
throw ee.Error;
}
Rock.Client.Person person = rockRestClient.GetData <Rock.Client.Person>(string.Format("api/People/GetByUserName/{0}", userName));
RockConfig rockConfig = RockConfig.Load();
rockConfig.RockBaseUrl = txtRockUrl.Text;
rockConfig.Username = txtUsername.Text;
rockConfig.Password = txtPassword.Password;
rockConfig.Save();
if (this.NavigationService.CanGoBack)
{
// if we got here from some other Page, go back
this.NavigationService.GoBack();
}
else
{
StartPage startPage = new StartPage();
this.NavigationService.Navigate(startPage);
}
}
catch (WebException wex)
{
// show WebException on the form, but any others should end up in the ExceptionDialog
HttpWebResponse response = wex.Response as HttpWebResponse;
if (response != null)
{
if (response.StatusCode.Equals(HttpStatusCode.Unauthorized))
{
lblLoginWarning.Content = "Invalid Login";
lblLoginWarning.Visibility = Visibility.Visible;
return;
}
}
string message = wex.Message;
if (wex.InnerException != null)
{
message += "\n" + wex.InnerException.Message;
}
lblRockUrl.Visibility = Visibility.Visible;
txtRockUrl.Visibility = Visibility.Visible;
lblLoginWarning.Content = message;
lblLoginWarning.Visibility = Visibility.Visible;
return;
}
};
// set the cursor to Wait, disable the login button, and start the login background process
this.Cursor = Cursors.Wait;
btnLogin.IsEnabled = false;
bw.RunWorkerAsync();
}
/// <summary>
/// Runs the report returning the number of statements that were generated
/// </summary>
public int RunReport()
{
UpdateProgress("Connecting...");
// Login and setup options for REST calls
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
UpdateProgress("Getting Recipients...");
var recipientList = _rockRestClient.PostDataWithResult <Rock.StatementGenerator.StatementGeneratorOptions, List <Rock.StatementGenerator.StatementGeneratorRecipient> >("api/FinancialTransactions/GetStatementGeneratorRecipients", this.Options);
this.RecordCount = recipientList.Count;
this.RecordIndex = 0;
var tasks = new List <Task>();
// initialize the pdfStreams list for all the recipients so that it can be populated safely in the pdf generation threads
List <Stream> pdfStreams = recipientList.Select(a => ( Stream )null).ToList();
UpdateProgress("Getting Statements...");
foreach (var recipent in recipientList)
{
StringBuilder sbUrl = new StringBuilder();
sbUrl.Append($"api/FinancialTransactions/GetStatementGeneratorRecipientResult?GroupId={recipent.GroupId}");
if (recipent.PersonId.HasValue)
{
sbUrl.Append($"&PersonId={recipent.PersonId.Value}");
}
var recipentResult = _rockRestClient.PostDataWithResult <Rock.StatementGenerator.StatementGeneratorOptions, Rock.StatementGenerator.StatementGeneratorRecipientResult>(sbUrl.ToString(), this.Options);
int documentNumber = this.RecordIndex;
if ((this.Options.ExcludeOptedOutIndividuals && recipentResult.OptedOut) || (recipentResult.Html == null))
{
// don't generate a statement if opted out or no statement html
pdfStreams[documentNumber] = null;
}
else
{
var html = recipentResult.Html;
var footerHtml = recipentResult.FooterHtml;
var task = Task.Run(() =>
{
var pdfGenerator = Pdf.From(html);
string footerHtmlPath = Path.ChangeExtension(Path.GetTempFileName(), "html");
string footerUrl = null;
if (!string.IsNullOrEmpty(footerHtml))
{
File.WriteAllText(footerHtmlPath, footerHtml);
footerUrl = "file:///" + footerHtmlPath.Replace('\\', '/');
}
if (footerUrl != null)
{
pdfGenerator = pdfGenerator.WithObjectSetting("footer.htmlUrl", footerUrl);
}
else
{
pdfGenerator = pdfGenerator.WithObjectSetting("footer.fontSize", "10");
pdfGenerator = pdfGenerator.WithObjectSetting("footer.right", "Page [page] of [topage]");
}
var pdfBytes = pdfGenerator
.WithMargins(PaperMargins.All(Length.Millimeters(10)))
.WithoutOutline()
.Portrait()
.Content();
var pdfStream = new MemoryStream(pdfBytes);
System.Diagnostics.Debug.Assert(pdfStreams[documentNumber] == null, "Threading issue: pdfStream shouldn't already be assigned");
pdfStreams[documentNumber] = pdfStream;
if (File.Exists(footerHtmlPath))
{
File.Delete(footerHtmlPath);
}
});
tasks.Add(task);
tasks = tasks.Where(a => a.Status != TaskStatus.RanToCompletion).ToList();
}
this.RecordIndex++;
UpdateProgress("Processing...");
}
Task.WaitAll(tasks.ToArray());
UpdateProgress("Creating PDF...");
this.RecordIndex = 0;
// remove any statements that didn't get generated due to OptedOut
pdfStreams = pdfStreams.Where(a => a != null).ToList();
this.RecordCount = pdfStreams.Count();
int maxStatementsPerChapter = RecordCount;
bool useChapters = this.Options.StatementsPerChapter.HasValue;
if (this.Options.StatementsPerChapter.HasValue)
{
maxStatementsPerChapter = this.Options.StatementsPerChapter.Value;
}
if (maxStatementsPerChapter < 1)
{
// just in case they entered 0 or a negative number
useChapters = false;
maxStatementsPerChapter = RecordCount;
}
int statementsInChapter = 0;
int chapterIndex = 1;
PdfDocument resultPdf = new PdfDocument();
try
{
if (pdfStreams.Any())
{
var lastPdfStream = pdfStreams.LastOrDefault();
foreach (var pdfStream in pdfStreams)
{
UpdateProgress("Creating PDF...");
this.RecordIndex++;
PdfDocument pdfDocument = PdfReader.Open(pdfStream, PdfDocumentOpenMode.Import);
foreach (var pdfPage in pdfDocument.Pages.OfType <PdfPage>())
{
resultPdf.Pages.Add(pdfPage);
}
statementsInChapter++;
if (useChapters && ((statementsInChapter >= maxStatementsPerChapter) || pdfStream == lastPdfStream))
{
string filePath = string.Format(@"{0}\{1}-chapter{2}.pdf", this.Options.SaveDirectory, this.Options.BaseFileName, chapterIndex);
SavePdfFile(resultPdf, filePath);
resultPdf.Dispose();
resultPdf = new PdfDocument();
statementsInChapter = 0;
chapterIndex++;
}
}
if (useChapters)
{
// just in case we still have statements that haven't been written to a pdf
if (statementsInChapter > 0)
{
string filePath = string.Format(@"{0}\{1}-chapter{2}.pdf", this.Options.SaveDirectory, this.Options.BaseFileName, chapterIndex);
SavePdfFile(resultPdf, filePath);
}
}
else
{
string filePath = string.Format(@"{0}\{1}.pdf", this.Options.SaveDirectory, this.Options.BaseFileName);
SavePdfFile(resultPdf, filePath);
}
}
}
finally
{
resultPdf.Dispose();
}
UpdateProgress("Complete");
return(this.RecordCount);
}
private DocumentLayout GetReportLayout(RockConfig rockConfig)
{
// setup report layout and events
DocumentLayout report = new DocumentLayout(this.Options.LayoutFile);
//// if there is an imgLogo and the path is "logo.jpg", use the logo specified in rockconfig.
//// We have to read the layout as Xml first to figure out what the Path of the imgLogo
XmlDocument layoutXmlDoc = new XmlDocument();
layoutXmlDoc.Load(this.Options.LayoutFile);
var imageNodes = layoutXmlDoc.GetElementsByTagName("image");
foreach (var imageNode in imageNodes.OfType <XmlNode>())
{
string imagePath = imageNode.Attributes["path"].Value;
string imageId = imageNode.Attributes["id"].Value;
if (imageId.Equals("imgLogo") && imagePath.Equals(RockConfig.DefaultLogoFile, StringComparison.OrdinalIgnoreCase))
{
Image imgLogo = report.GetReportElementById("imgLogo") as Image;
if (imgLogo != null)
{
try
{
if (!rockConfig.LogoFile.Equals(RockConfig.DefaultLogoFile, StringComparison.OrdinalIgnoreCase))
{
imgLogo.ImageData = ceTe.DynamicPDF.Imaging.ImageData.GetImage(rockConfig.LogoFile);
}
}
catch (Exception ex)
{
throw new Exception("Error loading Logo Image: " + rockConfig.LogoFile + "\n\n" + ex.Message);
}
}
}
}
Query query = report.GetQueryById("OuterQuery");
if (query == null)
{
throw new MissingReportElementException("Report requires a QueryElement named 'OuterQuery'");
}
query.OpeningRecordSet += mainQuery_OpeningRecordSet;
Query orgInfoQuery = report.GetQueryById("OrgInfoQuery");
if (orgInfoQuery == null)
{
throw new MissingReportElementException("Report requires a QueryElement named 'OrgInfoQuery'");
}
orgInfoQuery.OpeningRecordSet += orgInfoQuery_OpeningRecordSet;
_accountSummaryQuery = report.GetQueryById("AccountSummaryQuery");
if (_accountSummaryQuery == null)
{
// not required. Just don't do anything if it isn't there
}
else
{
_accountSummaryQuery.OpeningRecordSet += delegate(object s, OpeningRecordSetEventArgs ee)
{
// create a recordset for the _accountSummaryQuery which is the GroupBy summary of AccountName, Amount
/*
* The structure of _transactionsDataTable is
*
* DateTime TransactionDateTime
* string CurrencyTypeValueName
* string Summary (main transaction summary)
* DataTable Details {
* int AccountId
* string AccountName
* string Summary (detail summary)
* decimal Amount
* }
*/
var detailsData = new DataTable();
detailsData.Columns.Add("AccountId", typeof(int));
detailsData.Columns.Add("AccountName");
detailsData.Columns.Add("Amount", typeof(decimal));
foreach (var details in _transactionsDataTable.AsEnumerable().Select(a => (a["Details"] as DataTable)))
{
foreach (var row in details.AsEnumerable())
{
detailsData.Rows.Add(row["AccountId"], row["AccountName"], row["Amount"]);
}
}
var summaryTable = detailsData.AsEnumerable().GroupBy(g => g["AccountId"]).Select(a => new
{
AccountName = a.Max(x => x["AccountName"].ToString()),
Amount = a.Sum(x => decimal.Parse(x["Amount"].ToString()))
}).OrderBy(o => o.AccountName);
ee.RecordSet = new EnumerableRecordSet(summaryTable);
};
}
return(report);
}
/// <summary>
/// Creates the document.
/// </summary>
/// <param name="financialTransactionQry">The financial transaction qry.</param>
/// <returns></returns>
public int RunReport()
{
UpdateProgress("Connecting...");
// Login and setup options for REST calls
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
// shouldn't happen, but just in case the StartDate isn't set, set it to the first day of the current year
DateTime firstDayOfYear = new DateTime(DateTime.Now.Year, 1, 1);
// note: if a specific person is specified, get them even if they don't have an address.
_contributionStatementOptionsREST = new
{
StartDate = Options.StartDate ?? firstDayOfYear,
EndDate = Options.EndDate,
AccountIds = Options.AccountIds,
IncludeIndividualsWithNoAddress = Options.PersonId.HasValue || Options.IncludeIndividualsWithNoAddress,
DataViewId = Options.DataViewId,
PersonId = Options.PersonId,
OrderByPostalCode = true
};
var organizationAddressAttribute = _rockRestClient.GetData <List <Rock.Client.Attribute> >("api/attributes", "Key eq 'OrganizationAddress'").FirstOrDefault();
if (organizationAddressAttribute != null)
{
var organizationAddressAttributeValue = _rockRestClient.GetData <List <Rock.Client.AttributeValue> >("api/AttributeValues", string.Format("AttributeId eq {0}", organizationAddressAttribute.Id)).FirstOrDefault();
Guid locationGuid = Guid.Empty;
if (Guid.TryParse(organizationAddressAttributeValue.Value, out locationGuid))
{
_organizationAddressLocation = _rockRestClient.GetData <List <Rock.Client.Location> >("api/locations", string.Format("Guid eq guid'{0}'", locationGuid)).FirstOrDefault();
}
}
// If we don't have a _organizationAddressLocation, just create an empty location
_organizationAddressLocation = _organizationAddressLocation ?? new Rock.Client.Location();
UpdateProgress("Getting Data...");
// get outer query data from Rock database via REST now vs in mainQuery_OpeningRecordSet to make sure we have data
DataSet personGroupAddressDataSet = _rockRestClient.PostDataWithResult <object, DataSet>("api/FinancialTransactions/GetContributionPersonGroupAddress", _contributionStatementOptionsREST);
var allStatements = personGroupAddressDataSet.Tables[0];
RecordCount = allStatements.Rows.Count;
if (RecordCount > 0)
{
int chapterSize = RecordCount;
bool useChapters = this.Options.ChapterSize.HasValue;
if (this.Options.ChapterSize.HasValue)
{
chapterSize = this.Options.ChapterSize.Value;
}
else
{
this.Options.ChapterSize = RecordCount;
}
int currentRecordIndex = 0;
int chapterIndex = 1;
while (currentRecordIndex < RecordCount)
{
// if its the last run adjust the chapter size so we don't go over
if ((currentRecordIndex + chapterSize) > RecordCount)
{
chapterSize = RecordCount - currentRecordIndex;
}
_personGroupAddressDataTable = (DataTable)allStatements.AsEnumerable().Skip(currentRecordIndex).Take(chapterSize).CopyToDataTable <DataRow>();
var report = GetReportLayout(rockConfig);
Document doc = report.Run();
var filePath = string.Empty;
if (useChapters)
{
filePath = string.Format(@"{0}\{1}-chapter{2}.pdf", this.Options.SaveDirectory, this.Options.BaseFileName, chapterIndex);
}
else
{
filePath = string.Format(@"{0}\{1}.pdf", this.Options.SaveDirectory, this.Options.BaseFileName);
}
File.WriteAllBytes(filePath, doc.Draw());
currentRecordIndex = currentRecordIndex + this.Options.ChapterSize.Value;
chapterIndex++;
}
}
return(RecordCount);
}
/// <summary>
/// Creates the document.
/// </summary>
/// <param name="financialTransactionQry">The financial transaction qry.</param>
/// <returns></returns>
public Document RunReport()
{
UpdateProgress("Connecting...");
// Login and setup options for REST calls
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
_contributionStatementOptionsREST = new Rock.Net.RestParameters.ContributionStatementOptions
{
StartDate = Options.StartDate,
EndDate = Options.EndDate,
AccountIds = Options.AccountIds,
PersonId = Options.PersonId,
OrderByZipCode = true
};
var organizationAddressAttribute = _rockRestClient.GetData <List <Rock.Model.Attribute> >("api/attributes", "Key eq 'OrganizationAddress'").FirstOrDefault();
if (organizationAddressAttribute != null)
{
Guid locationGuid = Guid.Empty;
if (Guid.TryParse(organizationAddressAttribute.DefaultValue, out locationGuid))
{
_organizationAddressLocation = _rockRestClient.GetDataByGuid <Rock.Model.Location>("api/locations", locationGuid);
}
}
// If we don't have a _organizationAddressLocation, just create an empty location
_organizationAddressLocation = _organizationAddressLocation ?? new Rock.Model.Location();
// setup report layout and events
DocumentLayout report = new DocumentLayout(this.Options.LayoutFile);
//// if there is an imgLogo and the path is "logo.jpg", use the logo specified in rockconfig.
//// We have to read the layout as Xml first to figure out what the Path of the imgLogo
XmlDocument layoutXmlDoc = new XmlDocument();
layoutXmlDoc.Load(this.Options.LayoutFile);
var imageNodes = layoutXmlDoc.GetElementsByTagName("image");
foreach (var imageNode in imageNodes.OfType <XmlNode>())
{
string imagePath = imageNode.Attributes["path"].Value;
string imageId = imageNode.Attributes["id"].Value;
if (imageId.Equals("imgLogo") && imagePath.Equals(RockConfig.DefaultLogoFile, StringComparison.OrdinalIgnoreCase))
{
Image imgLogo = report.GetReportElementById("imgLogo") as Image;
if (imgLogo != null)
{
try
{
if (!rockConfig.LogoFile.Equals(RockConfig.DefaultLogoFile, StringComparison.OrdinalIgnoreCase))
{
imgLogo.ImageData = ceTe.DynamicPDF.Imaging.ImageData.GetImage(rockConfig.LogoFile);
}
}
catch (Exception ex)
{
throw new Exception("Error loading Logo Image: " + rockConfig.LogoFile + "\n\n" + ex.Message);
}
}
}
}
Query query = report.GetQueryById("OuterQuery");
if (query == null)
{
throw new MissingReportElementException("Report requires a QueryElement named 'OuterQuery'");
}
query.OpeningRecordSet += mainQuery_OpeningRecordSet;
Query orgInfoQuery = report.GetQueryById("OrgInfoQuery");
if (orgInfoQuery == null)
{
throw new MissingReportElementException("Report requires a QueryElement named 'OrgInfoQuery'");
}
orgInfoQuery.OpeningRecordSet += orgInfoQuery_OpeningRecordSet;
_accountSummaryQuery = report.GetQueryById("AccountSummaryQuery");
if (_accountSummaryQuery == null)
{
// not required. Just don't do anything if it isn't there
}
else
{
_accountSummaryQuery.OpeningRecordSet += delegate(object s, OpeningRecordSetEventArgs ee)
{
// create a recordset for the _accountSummaryQuery which is the GroupBy summary of AccountName, Amount
var summaryTable = _transactionsDataTable.AsEnumerable().GroupBy(g => g["AccountId"]).Select(a => new
{
AccountName = a.Max(x => x["AccountName"].ToString()),
Amount = a.Sum(x => decimal.Parse(x["Amount"].ToString()))
}).OrderBy(o => o.AccountName);
ee.RecordSet = new EnumerableRecordSet(summaryTable);
};
}
UpdateProgress("Getting Data...");
// get outer query data from Rock database via REST now vs in mainQuery_OpeningRecordSet to make sure we have data
DataSet personGroupAddressDataSet = _rockRestClient.PostDataWithResult <Rock.Net.RestParameters.ContributionStatementOptions, DataSet>("api/FinancialTransactions/GetContributionPersonGroupAddress", _contributionStatementOptionsREST);
_personGroupAddressDataTable = personGroupAddressDataSet.Tables[0];
RecordCount = _personGroupAddressDataTable.Rows.Count;
if (RecordCount > 0)
{
Document doc = report.Run();
return(doc);
}
else
{
return(null);
}
}
/// <summary>
/// Initializes a new instance of the <see cref="SelectAccountsPage"/> class.
/// </summary>
public SelectAccountsPage()
{
InitializeComponent();
RockConfig rockConfig = RockConfig.Load();
_rockRestClient = new RockRestClient(rockConfig.RockBaseUrl);
_rockRestClient.Login(rockConfig.Username, rockConfig.Password);
_financialAccountList = _rockRestClient.GetData <List <Rock.Client.FinancialAccount> >("api/FinancialAccounts");
var currencyDefinedType = _rockRestClient.GetDataByGuid <Rock.Client.DefinedType>("api/DefinedTypes", Rock.Client.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE.AsGuid());
_currencyTypes = _rockRestClient.GetData <List <Rock.Client.DefinedValue> >($"api/DefinedValues?$filter=DefinedTypeId eq {currencyDefinedType.Id}");
lstCashCurrencyTypes.Items.Clear();
var defaultUnselectedCashCurrencyGuids = new Guid[] {
Rock.Client.SystemGuid.DefinedValue.CURRENCY_TYPE_NONCASH.AsGuid()
};
var defaultNonCashCurrencyGuids = new Guid[] {
Rock.Client.SystemGuid.DefinedValue.CURRENCY_TYPE_NONCASH.AsGuid()
};
// Default Cash Currency Types to
foreach (var currencyType in _currencyTypes)
{
var cashCurrencyCheckbox = new CheckBox {
Tag = currencyType.Id, Content = currencyType.Value
};
if (ReportOptions.Current.CurrencyTypeIdsCash != null)
{
cashCurrencyCheckbox.IsChecked = ReportOptions.Current.CurrencyTypeIdsCash.Contains(currencyType.Id);
}
else
{
cashCurrencyCheckbox.IsChecked = !defaultUnselectedCashCurrencyGuids.Contains(currencyType.Guid);
}
lstCashCurrencyTypes.Items.Add(cashCurrencyCheckbox);
var nonCashCurrencyCheckbox = new CheckBox {
Tag = currencyType.Id, Content = currencyType.Value
};
if (ReportOptions.Current.CurrencyTypeIdsNonCash != null)
{
nonCashCurrencyCheckbox.IsChecked = ReportOptions.Current.CurrencyTypeIdsNonCash.Contains(currencyType.Id);
}
else
{
nonCashCurrencyCheckbox.IsChecked = defaultNonCashCurrencyGuids.Contains(currencyType.Guid);
}
lstNonCashCurrencyTypes.Items.Add(nonCashCurrencyCheckbox);
}
// default to the currently configured CashAccountsId (if configured), or default to all
_selectedAccountIds = ReportOptions.Current.TransactionAccountIds ?? _financialAccountList.Select(a => a.Id).ToList();
cbShowInactive.IsChecked = rockConfig.ShowInactiveAccounts;
cbShowTaxDeductible.IsChecked = rockConfig.ShowTaxDeductibleAccounts;
cbShowNonTaxDeductible.IsChecked = rockConfig.ShowNonTaxDeductibleAccounts;
ApplyFilter();
lblAccountsCurrencyTypesWarning.Visibility = Visibility.Hidden;
}
/// <summary>
/// Saves the changes.
/// </summary>
/// <param name="showWarnings">if set to <c>true</c> [show warnings].</param>
/// <returns></returns>
private bool SaveChanges(bool showWarnings)
{
var rockConfig = RockConfig.Load();
if (radAllPersons.IsChecked ?? false)
{
rockConfig.PersonSelectionOption = PersonSelectionOption.AllIndividuals;
ReportOptions.Current.DataViewId = null;
ReportOptions.Current.PersonId = null;
}
else if (radDataView.IsChecked ?? false)
{
rockConfig.PersonSelectionOption = PersonSelectionOption.DataView;
var selectedDataView = ddlDataView.SelectedValue as Rock.Client.DataView;
if (selectedDataView != null)
{
ReportOptions.Current.DataViewId = selectedDataView.Id;
ReportOptions.Current.PersonId = null;
}
else
{
if (showWarnings)
{
// no dataview is selected, show a warning message
lblWarning.Content = "Please select a Dataview when 'Dataview' is checked.";
lblWarning.Visibility = Visibility.Visible;
return(false);
}
}
}
else
{
rockConfig.PersonSelectionOption = PersonSelectionOption.SingleIndividual;
PersonSearchResult personSearchResult = grdPersons.SelectedValue as PersonSearchResult;
if (personSearchResult == null && grdPersons.Items.Count == 1)
{
personSearchResult = grdPersons.Items[0] as PersonSearchResult;
}
if (personSearchResult != null)
{
ReportOptions.Current.PersonId = personSearchResult.Id;
}
else
{
if (showWarnings)
{
// no person is selected, show a warning message
lblWarning.Content = "Please select a person when 'Single individual' is checked.";
lblWarning.Visibility = Visibility.Visible;
return(false);
}
}
}
ReportOptions.Current.IncludeIndividualsWithNoAddress = ckIncludeIndividualsWithNoAddress.IsChecked ?? false;
ReportOptions.Current.ExcludeInActiveIndividuals = ckExcludeInActiveIndividuals.IsChecked ?? false;
ReportOptions.Current.ExcludeOptedOutIndividuals = ckExcludeOptedOutIndividuals.IsChecked ?? false;
ReportOptions.Current.IncludeBusinesses = ckIncludeBusinesses.IsChecked ?? false;
return(true);
}
/// <summary>
/// Loads from the rock configuration.
/// </summary>
/// <param name="rockConfig">The rock configuration.</param>
public static void LoadFromConfig(RockConfig rockConfig)
{
_current = rockConfig.LastReportOptions;
}