/// <summary>
/// Handles the Click event of the lbEdit 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 lbEdit_Click(object sender, EventArgs e)
{
var financialBatchService = new FinancialBatchService(new RockContext());
var financialBatch = financialBatchService.Get(hfBatchId.ValueAsInt());
ShowEdit(financialBatch);
}
/// <summary>
/// Handles the Click event of the lbSaveFinancialBatch 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 lbSaveFinancialBatch_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialBatchService = new FinancialBatchService(rockContext);
FinancialBatch financialBatch = null;
int financialBatchId = 0;
if (!string.IsNullOrEmpty(hfBatchId.Value))
{
financialBatchId = int.Parse(hfBatchId.Value);
}
if (financialBatchId == 0)
{
financialBatch = new Rock.Model.FinancialBatch();
financialBatchService.Add(financialBatch);
}
else
{
financialBatch = financialBatchService.Get(financialBatchId);
}
financialBatch.Name = tbName.Text;
financialBatch.BatchStartDateTime = drpBatchDate.LowerValue;
financialBatch.BatchEndDateTime = drpBatchDate.UpperValue;
financialBatch.CampusId = campCampus.SelectedCampusId;
financialBatch.Status = (BatchStatus)ddlStatus.SelectedIndex;
decimal fcontrolamt = 0;
decimal.TryParse(tbControlAmount.Text, out fcontrolamt);
financialBatch.ControlAmount = fcontrolamt;
if (!financialBatch.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
hfBatchId.SetValue(financialBatch.Id);
foreach (var block in RockPage.RockBlocks.OfType <RockWeb.Blocks.Finance.TransactionList>())
{
((RockWeb.Blocks.Finance.TransactionList)block).RefreshList();
}
var savedFinancialBatch = new FinancialBatchService(rockContext).Get(hfBatchId.ValueAsInt());
ShowSummary(savedFinancialBatch);
}
/// <summary>
/// Handles the Click event of the btnSaveFinancialBatch 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 btnSaveFinancialBatch_Click(object sender, EventArgs e)
{
using (new Rock.Data.UnitOfWorkScope())
{
var financialBatchService = new FinancialBatchService();
FinancialBatch financialBatch = null;
int financialBatchId = 0;
if (!string.IsNullOrEmpty(hfBatchId.Value))
{
financialBatchId = int.Parse(hfBatchId.Value);
}
if (financialBatchId == 0)
{
financialBatch = new Rock.Model.FinancialBatch();
financialBatch.CreatedByPersonId = CurrentPersonId.Value;
financialBatchService.Add(financialBatch, CurrentPersonId);
}
else
{
financialBatch = financialBatchService.Get(financialBatchId);
}
financialBatch.Name = tbName.Text;
financialBatch.BatchStartDateTime = dtBatchDate.LowerValue;
financialBatch.BatchEndDateTime = dtBatchDate.UpperValue;
financialBatch.CampusId = cpCampus.SelectedCampusId;
financialBatch.Status = (BatchStatus)ddlStatus.SelectedIndex;
decimal fcontrolamt = 0;
decimal.TryParse(tbControlAmount.Text, out fcontrolamt);
financialBatch.ControlAmount = fcontrolamt;
if (!financialBatch.IsValid)
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction(() =>
{
financialBatchService.Save(financialBatch, CurrentPersonId);
hfBatchId.SetValue(financialBatch.Id);
});
}
var savedFinancialBatch = new FinancialBatchService().Get(hfBatchId.ValueAsInt());
ShowReadOnly(savedFinancialBatch);
}
/// <summary>
/// Handles the Delete event of the gBatchList control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var transactionService = new FinancialTransactionService(rockContext);
var batch = batchService.Get(e.RowKeyId);
if (batch != null)
{
if (batch.IsAuthorized(Rock.Security.Authorization.DELETE, CurrentPerson))
{
string errorMessage;
if (!batchService.CanDelete(batch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
rockContext.WrapTransaction(() =>
{
foreach (var txn in transactionService.Queryable()
.Where(t => t.BatchId == batch.Id))
{
transactionService.Delete(txn);
}
var changes = new History.HistoryChangeList();
changes.AddChange(History.HistoryVerb.Delete, History.HistoryChangeType.Record, "Batch");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
batchService.Delete(batch);
rockContext.SaveChanges();
});
}
else
{
mdGridWarning.Show("You are not authorized to delete the selected batch.", ModalAlertType.Warning);
}
}
BindGrid();
}
/// <summary>
/// Shows the edit value.
/// </summary>
/// <param name="attributeId">The attribute id.</param>
/// <param name="setValues">if set to <c>true</c> [set values].</param>
protected void ShowEditValue(int batchId)
{
var batchService = new FinancialBatchService();
var batch = batchService.Get(batchId);
hfIdValue.Value = batch.Id.ToString();
lValue.Text = "Edit";
tbName.Text = batch.Name;
dtBatchDate.SelectedDate = batch.BatchDate;
if (batch.CampusId.HasValue)
{
cpCampus.SelectedCampusId = batch.CampusId;
}
ddlStatus.BindToEnum(typeof(BatchStatus));
tbControlAmount.Text = batch.ControlAmount.ToString();
setTransactionDataSource(batch.Transactions.ToList());
}
/// <summary>
/// Handles the Delete event of the gBatchList control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var transactionService = new FinancialTransactionService(rockContext);
var batch = batchService.Get(e.RowKeyId);
if (batch != null)
{
if (UserCanEdit || batch.IsAuthorized(Rock.Security.Authorization.EDIT, CurrentPerson))
{
string errorMessage;
if (!batchService.CanDelete(batch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
rockContext.WrapTransaction(() =>
{
foreach (var txn in transactionService.Queryable()
.Where(t => t.BatchId == batch.Id))
{
transactionService.Delete(txn);
}
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
new List <string> {
"Deleted the batch"
});
batchService.Delete(batch);
rockContext.SaveChanges();
});
}
}
BindGrid();
}
/// <summary>
/// Handles the Delete event of the gBatchList control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
FinancialBatchService financialBatchService = new FinancialBatchService(rockContext);
FinancialBatch financialBatch = financialBatchService.Get(e.RowKeyId);
if (financialBatch != null)
{
string errorMessage;
if (!financialBatchService.CanDelete(financialBatch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
financialBatchService.Delete(financialBatch);
rockContext.SaveChanges();
}
BindGrid();
}
/// <summary>
/// Handles the Delete event of the gBatchList control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void gBatchList_Delete(object sender, RowEventArgs e)
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var batch = batchService.Get(e.RowKeyId);
if (batch != null)
{
if (UserCanEdit || batch.IsAuthorized(Rock.Security.Authorization.EDIT, CurrentPerson))
{
string errorMessage;
if (!batchService.CanDelete(batch, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
batchService.Delete(batch);
rockContext.SaveChanges();
}
}
BindGrid();
}
/// <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 batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
batch.Name = tbName.Text;
batch.Status = (BatchStatus)ddlStatus.SelectedIndex;
batch.CampusId = campCampus.SelectedCampusId;
batch.BatchStartDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
batch.BatchEndDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
batch.ControlAmount = tbControlAmount.Text.AsDecimal();
batch.AccountingSystemCode = tbAccountingCode.Text;
if (!Page.IsValid || !batch.IsValid)
{
// Controls will render the error messages
return;
}
rockContext.SaveChanges();
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
}
}
}
/// <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();
rockContext.WrapTransaction(() =>
{
if (contextEntity is Person)
{
var personService = new PersonService(rockContext);
var changes = new History.HistoryChangeList();
var _person = personService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _person.ForeignKey, tbForeignKey.Text);
_person.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _person.ForeignGuid.ToString(), tbForeignGuid.Text);
_person.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _person.ForeignId.ToString(), tbForeignId.Text);
_person.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(Person),
Rock.SystemGuid.Category.HISTORY_PERSON_DEMOGRAPHIC_CHANGES.AsGuid(),
_person.Id,
changes);
}
}
}
else if (contextEntity is FinancialAccount)
{
var accountService = new FinancialAccountService(rockContext);
var _account = accountService.Get(contextEntity.Id);
_account.ForeignKey = tbForeignKey.Text;
_account.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_account.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is FinancialBatch)
{
var batchService = new FinancialBatchService(rockContext);
var changes = new History.HistoryChangeList();
var _batch = batchService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _batch.ForeignKey, tbForeignKey.Text);
_batch.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _batch.ForeignGuid.ToString(), tbForeignGuid.Text);
_batch.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _batch.ForeignId.ToString(), tbForeignId.Text);
_batch.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
_batch.Id,
changes);
}
}
}
else if (contextEntity is FinancialPledge)
{
var pledgeService = new FinancialPledgeService(rockContext);
var _pledge = pledgeService.Get(contextEntity.Id);
_pledge.ForeignKey = tbForeignKey.Text;
_pledge.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_pledge.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is FinancialTransaction)
{
var transactionService = new FinancialTransactionService(rockContext);
var changes = new History.HistoryChangeList();
var _transaction = transactionService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _transaction.ForeignKey, tbForeignKey.Text);
_transaction.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _transaction.ForeignGuid.ToString(), tbForeignGuid.Text);
_transaction.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _transaction.ForeignId.ToString(), tbForeignId.Text);
_transaction.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialTransaction),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
_transaction.Id,
changes);
}
}
}
else if (contextEntity is FinancialScheduledTransaction)
{
var transactionScheduledService = new FinancialScheduledTransactionService(rockContext);
var _scheduledTransaction = transactionScheduledService.Get(contextEntity.Id);
_scheduledTransaction.ForeignKey = tbForeignKey.Text;
_scheduledTransaction.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_scheduledTransaction.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is Group)
{
var groupService = new GroupService(rockContext);
var _group = groupService.Get(contextEntity.Id);
_group.ForeignKey = tbForeignKey.Text;
_group.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_group.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is GroupMember)
{
var groupMemberService = new GroupMemberService(rockContext);
var changes = new History.HistoryChangeList();
var _groupMember = groupMemberService.Get(contextEntity.Id);
History.EvaluateChange(changes, "Foreign Key", _groupMember.ForeignKey, tbForeignKey.Text);
_groupMember.ForeignKey = tbForeignKey.Text;
History.EvaluateChange(changes, "Foreign Guid", _groupMember.ForeignGuid.ToString(), tbForeignGuid.Text);
_groupMember.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
History.EvaluateChange(changes, "Foreign Id", _groupMember.ForeignId.ToString(), tbForeignId.Text);
_groupMember.ForeignId = tbForeignId.Text.AsType <int?>();
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(GroupMember),
Rock.SystemGuid.Category.HISTORY_PERSON_GROUP_MEMBERSHIP.AsGuid(),
_groupMember.Id,
changes);
}
}
}
else if (contextEntity is Metric)
{
var metricService = new MetricService(rockContext);
var _metric = metricService.Get(contextEntity.Id);
_metric.ForeignKey = tbForeignKey.Text;
_metric.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_metric.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is Location)
{
var locationService = new LocationService(rockContext);
var _location = locationService.Get(contextEntity.Id);
_location.ForeignKey = tbForeignKey.Text;
_location.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_location.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is PrayerRequest)
{
var prayerRequestService = new PrayerRequestService(rockContext);
var _request = prayerRequestService.Get(contextEntity.Id);
_request.ForeignKey = tbForeignKey.Text;
_request.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_request.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is ContentChannel)
{
var contentChannelService = new ContentChannelService(rockContext);
var _channel = contentChannelService.Get(contextEntity.Id);
_channel.ForeignKey = tbForeignKey.Text;
_channel.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_channel.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
else if (contextEntity is ContentChannelItem)
{
var contentChannelItemService = new ContentChannelItemService(rockContext);
var _item = contentChannelItemService.Get(contextEntity.Id);
_item.ForeignKey = tbForeignKey.Text;
_item.ForeignGuid = tbForeignGuid.Text.AsType <Guid?>();
_item.ForeignId = tbForeignId.Text.AsType <int?>();
rockContext.SaveChanges();
}
});
Page.Response.Redirect(Page.Request.Url.ToString(), true);
}
public void RaisePostBackEvent(string eventArgument)
{
if (_batch != null)
{
if (eventArgument == "MoveTransactions" &&
_ddlMove != null &&
_ddlMove.SelectedValue != null &&
!String.IsNullOrWhiteSpace(_ddlMove.SelectedValue))
{
var txnsSelected = new List <int>();
gTransactions.SelectedKeys.ToList().ForEach(b => txnsSelected.Add(b.ToString().AsInteger()));
if (txnsSelected.Any())
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var newBatch = batchService.Get(_ddlMove.SelectedValue.AsInteger());
var oldBatch = batchService.Get(_batch.Id);
if (newBatch != null && newBatch.Status == BatchStatus.Open)
{
var txnService = new FinancialTransactionService(rockContext);
var txnsToUpdate = txnService.Queryable()
.Where(t => txnsSelected.Contains(t.Id))
.ToList();
foreach (var txn in txnsToUpdate)
{
txn.BatchId = newBatch.Id;
oldBatch.ControlAmount -= txn.TotalAmount;
newBatch.ControlAmount += txn.TotalAmount;
}
rockContext.SaveChanges();
var pageRef = new Rock.Web.PageReference(RockPage.PageId);
pageRef.Parameters = new Dictionary <string, string>();
pageRef.Parameters.Add("batchid", newBatch.Id.ToString());
string newBatchLink = string.Format("<a href='{0}'>{1}</a>",
pageRef.BuildUrl(), newBatch.Name);
RockPage.UpdateBlocks("~/Blocks/Finance/BatchDetail.ascx");
nbResult.Text = string.Format("{0} transactions were moved to the '{1}' batch.",
txnsToUpdate.Count().ToString("N0"), newBatchLink);
nbResult.NotificationBoxType = NotificationBoxType.Success;
nbResult.Visible = true;
}
else
{
nbResult.Text = string.Format("The selected batch does not exist, or is no longer open.");
nbResult.NotificationBoxType = NotificationBoxType.Danger;
nbResult.Visible = true;
}
}
else
{
nbResult.Text = string.Format("There were not any transactions selected.");
nbResult.NotificationBoxType = NotificationBoxType.Warning;
nbResult.Visible = true;
}
}
_ddlMove.SelectedIndex = 0;
}
BindGrid();
}
/// <summary>
/// Handles the Swipe event of the csPayWithCard control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="SwipeEventArgs"/> instance containing the event data.</param>
protected void csPayWithCard_Swipe(object sender, SwipeEventArgs e)
{
using (var rockContext = new RockContext())
{
try
{
var swipeInfo = e.PaymentInfo;
var person = Customer;
if (person == null)
{
person = new PersonAliasService(rockContext).GetPerson(GetAttributeValue("GuestCustomer").AsGuid());
if (person == null)
{
nbSwipeErrors.Text = "No guest customer configured. Transaction not processed.";
return;
}
}
//
// Get the gateway to use.
//
FinancialGateway financialGateway = null;
GatewayComponent gateway = null;
Guid? gatewayGuid = GetAttributeValue("CreditCardGateway").AsGuidOrNull();
if (gatewayGuid.HasValue)
{
financialGateway = new FinancialGatewayService(rockContext).Get(gatewayGuid.Value);
if (financialGateway != null)
{
financialGateway.LoadAttributes(rockContext);
}
gateway = financialGateway.GetGatewayComponent();
}
if (gateway == null)
{
nbSwipeErrors.Text = "Invalid gateway provided. Please provide a gateway. Transaction not processed.";
return;
}
swipeInfo.Amount = Cart.Total;
//
// Process the transaction.
//
string errorMessage = string.Empty;
var transaction = gateway.Charge(financialGateway, swipeInfo, out errorMessage);
if (transaction == null)
{
nbSwipeErrors.Text = String.Format("An error occurred while process this transaction. Message: {0}", errorMessage);
return;
}
//
// Set some common information about the transaction.
//
transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
transaction.TransactionDateTime = RockDateTime.Now;
transaction.FinancialGatewayId = financialGateway.Id;
transaction.TransactionTypeValueId = DefinedValueCache.Get(GetAttributeValue("TransactionType")).Id;
transaction.SourceTypeValueId = DefinedValueCache.Get(GetAttributeValue("Source")).Id;
transaction.Summary = swipeInfo.Comment1;
//
// Ensure we have payment details.
//
if (transaction.FinancialPaymentDetail == null)
{
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
transaction.FinancialPaymentDetail.SetFromPaymentInfo(swipeInfo, gateway, rockContext);
//
// Setup the transaction details to credit the correct account.
//
GetTransactionDetails(rockContext).ForEach(d => transaction.TransactionDetails.Add(d));
var batchService = new FinancialBatchService(rockContext);
//
// Get the batch
//
var batch = batchService.Get(
GetAttributeValue("BatchNamePrefix"),
swipeInfo.CurrencyTypeValue,
swipeInfo.CreditCardTypeValue,
transaction.TransactionDateTime.Value,
financialGateway.GetBatchTimeOffset());
var batchChanges = new History.HistoryChangeList();
if (batch.Id == 0)
{
batchChanges.AddChange(History.HistoryVerb.Add, History.HistoryChangeType.Record, "Batch");
History.EvaluateChange(batchChanges, "Batch Name", string.Empty, batch.Name);
History.EvaluateChange(batchChanges, "Status", null, batch.Status);
History.EvaluateChange(batchChanges, "Start Date/Time", null, batch.BatchStartDateTime);
History.EvaluateChange(batchChanges, "End Date/Time", null, batch.BatchEndDateTime);
}
//
// Update the control amount.
//
decimal newControlAmount = batch.ControlAmount + transaction.TotalAmount;
History.EvaluateChange(batchChanges, "Control Amount", batch.ControlAmount.FormatAsCurrency(), newControlAmount.FormatAsCurrency());
batch.ControlAmount = newControlAmount;
//
// Add the transaction to the batch.
//
transaction.BatchId = batch.Id;
batch.Transactions.Add(transaction);
//
// Generate the receipt.
//
int receiptId;
using (var rockContext2 = new RockContext())
{
var receipt = GenerateReceipt(rockContext2);
receiptId = receipt.Id;
}
//
// Update each transaction detail to reference the receipt.
//
foreach (var transactionDetail in transaction.TransactionDetails)
{
transactionDetail.EntityTypeId = EntityTypeCache.Get(typeof(InteractionComponent)).Id;
transactionDetail.EntityId = receiptId;
}
rockContext.WrapTransaction(() =>
{
rockContext.SaveChanges();
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
batchChanges
);
});
ShowReceiptPanel();
}
catch (Exception ex)
{
nbSwipeErrors.Text = String.Format("An error occurred while process this transaction. Message: {0}", ex.Message);
}
}
}
private void SaveTransaction(FinancialGateway financialGateway, GatewayComponent gateway, Person person, PaymentInfo paymentInfo, FinancialTransaction transaction, RockContext rockContext)
{
transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
if (RockTransactionEntry != null)
{
RockCheckBox cbGiveAnonymouslyControl = (( RockCheckBox )(RockTransactionEntry.FindControl("cbGiveAnonymously")));
if (cbGiveAnonymouslyControl != null)
{
transaction.ShowAsAnonymous = cbGiveAnonymouslyControl.Checked;
}
}
transaction.TransactionDateTime = RockDateTime.Now;
transaction.FinancialGatewayId = financialGateway.Id;
var txnType = DefinedValueCache.Get(this.GetAttributeValue("TransactionType").AsGuidOrNull() ?? Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid());
transaction.TransactionTypeValueId = txnType.Id;
transaction.Summary = paymentInfo.Comment1;
if (transaction.FinancialPaymentDetail == null)
{
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
transaction.FinancialPaymentDetail.SetFromPaymentInfo(paymentInfo, gateway, rockContext);
Guid sourceGuid = Guid.Empty;
if (Guid.TryParse(GetAttributeValue("Source"), out sourceGuid))
{
var source = DefinedValueCache.Get(sourceGuid);
if (source != null)
{
transaction.SourceTypeValueId = source.Id;
}
}
var transactionEntity = this.GetTransactionEntity();
foreach (var account in GetSelectedAccounts().Where(a => a.Amount > 0))
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = account.Amount;
transactionDetail.AccountId = account.Id;
if (transactionEntity != null)
{
transactionDetail.EntityTypeId = transactionEntity.TypeId;
transactionDetail.EntityId = transactionEntity.Id;
}
transaction.TransactionDetails.Add(transactionDetail);
}
var batchService = new FinancialBatchService(rockContext);
// Get the batch
var batch = batchService.Get(
GetAttributeValue("BatchNamePrefix"),
paymentInfo.CurrencyTypeValue,
paymentInfo.CreditCardTypeValue,
transaction.TransactionDateTime.Value,
financialGateway.GetBatchTimeOffset());
var batchChanges = new History.HistoryChangeList();
if (batch.Id == 0)
{
batchChanges.AddCustom("Add", "Record", "Generated the batch");
History.EvaluateChange(batchChanges, "Batch Name", string.Empty, batch.Name);
History.EvaluateChange(batchChanges, "Status", null, batch.Status);
History.EvaluateChange(batchChanges, "Start Date/Time", null, batch.BatchStartDateTime);
History.EvaluateChange(batchChanges, "End Date/Time", null, batch.BatchEndDateTime);
}
decimal newControlAmount = batch.ControlAmount + transaction.TotalAmount;
History.EvaluateChange(batchChanges, "Control Amount", batch.ControlAmount.FormatAsCurrency(), newControlAmount.FormatAsCurrency());
batch.ControlAmount = newControlAmount;
transaction.BatchId = batch.Id;
transaction.LoadAttributes(rockContext);
var allowedTransactionAttributes = GetAttributeValue("AllowedTransactionAttributesFromURL").Split(',').AsGuidList().Select(x => AttributeCache.Get(x).Key);
foreach (KeyValuePair <string, AttributeValueCache> attr in transaction.AttributeValues)
{
if (PageParameters().ContainsKey("Attribute_" + attr.Key) && allowedTransactionAttributes.Contains(attr.Key))
{
attr.Value.Value = Server.UrlDecode(PageParameter("Attribute_" + attr.Key));
}
}
batch.Transactions.Add(transaction);
rockContext.SaveChanges();
transaction.SaveAttributeValues();
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
batchChanges
);
SendReceipt(transaction.Id);
TransactionCode = transaction.TransactionCode;
}
/// <summary>
/// Process the data read from the card reader and generate the transaction.
/// </summary>
/// <param name="swipeData">The data read from the card.</param>
private void ProcessSwipe(string swipeData)
{
try
{
using (var rockContext = new RockContext())
{
// create swipe object
SwipePaymentInfo swipeInfo = new SwipePaymentInfo(swipeData);
swipeInfo.Amount = tbAmount.Text.AsDecimal();
// add comment to the transation
swipeInfo.Comment1 = PageParameter("Memo");
// get gateway
FinancialGateway financialGateway = null;
GatewayComponent gateway = null;
Guid? gatewayGuid = GetAttributeValue("CreditCardGateway").AsGuidOrNull();
if (gatewayGuid.HasValue)
{
financialGateway = new FinancialGatewayService(rockContext).Get(gatewayGuid.Value);
if (financialGateway != null)
{
financialGateway.LoadAttributes(rockContext);
}
gateway = financialGateway.GetGatewayComponent();
}
if (gateway == null)
{
lSwipeErrors.Text = "<div class='alert alert-danger'>Invalid gateway provided. Please provide a gateway. Transaction not processed.</div>";
return;
}
//
// Process the transaction.
//
string errorMessage = string.Empty;
var transaction = gateway.Charge(financialGateway, swipeInfo, out errorMessage);
if (transaction == null)
{
lSwipeErrors.Text = String.Format("<div class='alert alert-danger'>An error occurred while process this transaction. Message: {0}</div>", errorMessage);
return;
}
_transactionCode = transaction.TransactionCode;
//
// Set some common information about the transaction.
//
transaction.AuthorizedPersonAliasId = new PersonService(rockContext).Get(SelectedPersonGuid).PrimaryAliasId;
transaction.TransactionDateTime = RockDateTime.Now;
transaction.FinancialGatewayId = financialGateway.Id;
transaction.TransactionTypeValueId = DefinedValueCache.Read(GetAttributeValue("TransactionType")).Id;
transaction.SourceTypeValueId = DefinedValueCache.Read(GetAttributeValue("Source")).Id;
transaction.Summary = swipeInfo.Comment1;
//
// Ensure we have payment details.
//
if (transaction.FinancialPaymentDetail == null)
{
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
transaction.FinancialPaymentDetail.SetFromPaymentInfo(swipeInfo, gateway, rockContext);
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = swipeInfo.Amount;
transactionDetail.AccountId = new FinancialAccountService(rockContext).Get(GetAttributeValue("Account").AsGuid()).Id;
transaction.TransactionDetails.Add(transactionDetail);
var batchService = new FinancialBatchService(rockContext);
// Get the batch
var batch = batchService.Get(
GetAttributeValue("BatchNamePrefix"),
swipeInfo.CurrencyTypeValue,
swipeInfo.CreditCardTypeValue,
transaction.TransactionDateTime.Value,
financialGateway.GetBatchTimeOffset());
var batchChanges = new List <string>();
if (batch.Id == 0)
{
batchChanges.Add("Generated the batch");
History.EvaluateChange(batchChanges, "Batch Name", string.Empty, batch.Name);
History.EvaluateChange(batchChanges, "Status", null, batch.Status);
History.EvaluateChange(batchChanges, "Start Date/Time", null, batch.BatchStartDateTime);
History.EvaluateChange(batchChanges, "End Date/Time", null, batch.BatchEndDateTime);
}
decimal newControlAmount = batch.ControlAmount + transaction.TotalAmount;
History.EvaluateChange(batchChanges, "Control Amount", batch.ControlAmount.FormatAsCurrency(), newControlAmount.FormatAsCurrency());
batch.ControlAmount = newControlAmount;
transaction.BatchId = batch.Id;
batch.Transactions.Add(transaction);
rockContext.WrapTransaction(() =>
{
rockContext.SaveChanges();
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
batchChanges
);
});
ShowReceiptPanel();
}
}
catch (Exception ex)
{
lSwipeErrors.Text = String.Format("<div class='alert alert-danger'>An error occurred while process this transaction. Message: {0}</div>", ex.Message);
}
}
public void RaisePostBackEvent(string eventArgument)
{
if (_batch != null)
{
if (eventArgument == "MoveTransactions" &&
_ddlMove != null &&
_ddlMove.SelectedValue != null &&
!String.IsNullOrWhiteSpace(_ddlMove.SelectedValue))
{
var txnsSelected = new List <int>();
gTransactions.SelectedKeys.ToList().ForEach(b => txnsSelected.Add(b.ToString().AsInteger()));
if (txnsSelected.Any())
{
var rockContext = new RockContext();
var batchService = new FinancialBatchService(rockContext);
var newBatch = batchService.Get(_ddlMove.SelectedValue.AsInteger());
var oldBatch = batchService.Get(_batch.Id);
if (oldBatch != null && newBatch != null && newBatch.Status == BatchStatus.Open)
{
var txnService = new FinancialTransactionService(rockContext);
var txnsToUpdate = txnService.Queryable("AuthorizedPersonAlias.Person")
.Where(t => txnsSelected.Contains(t.Id))
.ToList();
decimal oldBatchControlAmount = oldBatch.ControlAmount;
decimal newBatchControlAmount = newBatch.ControlAmount;
foreach (var txn in txnsToUpdate)
{
string caption = (txn.AuthorizedPersonAlias != null && txn.AuthorizedPersonAlias.Person != null) ?
txn.AuthorizedPersonAlias.Person.FullName :
string.Format("Transaction: {0}", txn.Id);
var changes = new List <string>();
History.EvaluateChange(changes, "Batch",
string.Format("{0} (Id:{1})", oldBatch.Name, oldBatch.Id),
string.Format("{0} (Id:{1})", newBatch.Name, newBatch.Id));
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
oldBatch.Id,
changes,
caption,
typeof(FinancialTransaction),
txn.Id,
false
);
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
newBatch.Id,
changes,
caption,
typeof(FinancialTransaction),
txn.Id, false
);
txn.BatchId = newBatch.Id;
oldBatchControlAmount -= txn.TotalAmount;
newBatchControlAmount += txn.TotalAmount;
}
var oldBatchChanges = new List <string>();
History.EvaluateChange(oldBatchChanges, "Control Amount", oldBatch.ControlAmount.FormatAsCurrency(), oldBatchControlAmount.FormatAsCurrency());
oldBatch.ControlAmount = oldBatchControlAmount;
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
oldBatch.Id,
oldBatchChanges,
false
);
var newBatchChanges = new List <string>();
History.EvaluateChange(newBatchChanges, "Control Amount", newBatch.ControlAmount.FormatAsCurrency(), newBatchControlAmount.FormatAsCurrency());
newBatch.ControlAmount = newBatchControlAmount;
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
newBatch.Id,
newBatchChanges,
false
);
rockContext.SaveChanges();
var pageRef = new Rock.Web.PageReference(RockPage.PageId);
pageRef.Parameters = new Dictionary <string, string>();
pageRef.Parameters.Add("batchid", newBatch.Id.ToString());
string newBatchLink = string.Format("<a href='{0}'>{1}</a>",
pageRef.BuildUrl(), newBatch.Name);
RockPage.UpdateBlocks("~/Blocks/Finance/BatchDetail.ascx");
nbResult.Text = string.Format("{0} transactions were moved to the '{1}' batch.",
txnsToUpdate.Count().ToString("N0"), newBatchLink);
nbResult.NotificationBoxType = NotificationBoxType.Success;
nbResult.Visible = true;
}
else
{
nbResult.Text = string.Format("The selected batch does not exist, or is no longer open.");
nbResult.NotificationBoxType = NotificationBoxType.Danger;
nbResult.Visible = true;
}
}
else
{
nbResult.Text = string.Format("There were not any transactions selected.");
nbResult.NotificationBoxType = NotificationBoxType.Warning;
nbResult.Visible = true;
}
}
_ddlMove.SelectedIndex = 0;
}
BindGrid();
}
/// <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 batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
var changes = new List <string>();
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
changes.Add("Created the batch");
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
if (ddlBatchName.Visible)
{
History.EvaluateChange(changes, "Batch Name", batch.Name, ddlBatchName.SelectedItem.Text);
batch.Name = ddlBatchName.SelectedItem.Text;
}
else
{
History.EvaluateChange(changes, "Batch Name", batch.Name, tbName.Text);
batch.Name = tbName.Text;
}
BatchStatus batchStatus = (BatchStatus)ddlStatus.SelectedIndex;
string errorMessage;
if (!batch.IsValidBatchStatusChange(batch.Status, batchStatus, this.CurrentPerson, out errorMessage))
{
cvBatch.IsValid = false;
cvBatch.ErrorMessage = errorMessage;
return;
}
History.EvaluateChange(changes, "Status", batch.Status, batchStatus);
batch.Status = batchStatus;
CampusCache oldCampus = null;
if (batch.CampusId.HasValue)
{
oldCampus = CampusCache.Read(batch.CampusId.Value);
}
CampusCache newCampus = null;
if (campCampus.SelectedCampusId.HasValue)
{
newCampus = CampusCache.Read(campCampus.SelectedCampusId.Value);
}
History.EvaluateChange(changes, "Campus", oldCampus != null ? oldCampus.Name : "None", newCampus != null ? newCampus.Name : "None");
batch.CampusId = campCampus.SelectedCampusId;
DateTime?startDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
History.EvaluateChange(changes, "Start Date/Time", batch.BatchStartDateTime, startDateTime);
batch.BatchStartDateTime = startDateTime;
DateTime?endDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
endDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
endDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
History.EvaluateChange(changes, "End Date/Time", batch.BatchEndDateTime, endDateTime);
batch.BatchEndDateTime = endDateTime;
decimal controlAmount = tbControlAmount.Text.AsDecimal();
History.EvaluateChange(changes, "Control Amount", batch.ControlAmount.FormatAsCurrency(), controlAmount.FormatAsCurrency());
batch.ControlAmount = controlAmount;
History.EvaluateChange(changes, "Accounting System Code", batch.AccountingSystemCode, tbAccountingCode.Text);
batch.AccountingSystemCode = tbAccountingCode.Text;
History.EvaluateChange(changes, "Notes", batch.Note, tbNote.Text);
batch.Note = tbNote.Text;
cvBatch.IsValid = batch.IsValid;
if (!Page.IsValid || !batch.IsValid)
{
cvBatch.ErrorMessage = batch.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
batch.LoadAttributes(rockContext);
Rock.Attribute.Helper.GetEditValues(phAttributes, batch);
rockContext.WrapTransaction(() =>
{
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
pdAuditDetails.SetEntity(batch, ResolveRockUrl("~"));
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
}
}
});
batch.SaveAttributeValues(rockContext);
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
// If there is a batch context item, update the context's properties with new values
var contextObjects = new Dictionary <string, object>();
foreach (var contextEntityType in RockPage.GetContextEntityTypes())
{
var contextEntity = RockPage.GetCurrentContext(contextEntityType);
if (contextEntity is FinancialBatch)
{
var contextBatch = contextEntity as FinancialBatch;
contextBatch.CopyPropertiesFrom(batch);
}
}
// Then refresh transaction list
RockPage.UpdateBlocks("~/Blocks/Finance/TransactionList.ascx");
}
}
}
/// <summary>
/// This method stores the transaction in the database along with the appropriate details and batch information.
/// </summary>
private FinancialTransaction SaveTransaction(Guid transactionGuid)
{
// if this is a future transaction, the payment hasn't been charged yet
if (_payment == null && _automatedPaymentArgs.FutureProcessingDateTime.HasValue)
{
_payment = new Payment
{
Status = "PreProcessing",
StatusMessage = "This transaction is scheduled to be processed in the future",
TransactionCode = _financialPersonSavedAccount.Id.ToStringSafe()
};
}
// Create a new transaction or update the future transaction now that it has been charged
var financialTransaction = _futureTransaction ?? new FinancialTransaction();
financialTransaction.TransactionCode = _payment.TransactionCode;
financialTransaction.Guid = transactionGuid;
financialTransaction.CreatedByPersonAliasId = _currentPersonAliasId;
financialTransaction.ScheduledTransactionId = _automatedPaymentArgs.ScheduledTransactionId;
financialTransaction.AuthorizedPersonAliasId = _automatedPaymentArgs.AuthorizedPersonAliasId;
financialTransaction.ShowAsAnonymous = _automatedPaymentArgs.ShowAsAnonymous;
financialTransaction.TransactionDateTime = _automatedPaymentArgs.FutureProcessingDateTime.HasValue ? ( DateTime? )null : RockDateTime.Now;
financialTransaction.FinancialGatewayId = _financialGateway.Id;
financialTransaction.TransactionTypeValueId = _transactionType.Id;
financialTransaction.Summary = string.Format("{0} {1}", financialTransaction.Summary, _referencePaymentInfo.Comment1).Trim();
financialTransaction.SourceTypeValueId = _financialSource.Id;
financialTransaction.IsSettled = _payment.IsSettled;
financialTransaction.Status = _payment.Status;
financialTransaction.StatusMessage = _payment.StatusMessage;
financialTransaction.SettledDate = _payment.SettledDate;
financialTransaction.ForeignKey = _payment.ForeignKey;
financialTransaction.FutureProcessingDateTime = _automatedPaymentArgs.FutureProcessingDateTime;
financialTransaction.ForeignCurrencyCodeValueId = GetCurrencyCodeDefinedValueCache(_automatedPaymentArgs.AmountCurrencyCode)?.Id;
// Create a new payment detail or update the future transaction's payment detail now that it has been charged
var financialPaymentDetail = financialTransaction.FinancialPaymentDetail ?? new FinancialPaymentDetail();
financialPaymentDetail.AccountNumberMasked = _payment.AccountNumberMasked;
financialPaymentDetail.NameOnCard = _payment.NameOnCard;
financialPaymentDetail.ExpirationMonth = _payment.ExpirationMonth;
financialPaymentDetail.ExpirationYear = _payment.ExpirationYear;
financialPaymentDetail.CreatedByPersonAliasId = _currentPersonAliasId;
financialPaymentDetail.ForeignKey = _payment.ForeignKey;
financialPaymentDetail.GatewayPersonIdentifier = _financialPersonSavedAccount?.GatewayPersonIdentifier;
financialPaymentDetail.FinancialPersonSavedAccountId = _financialPersonSavedAccount?.Id;
if (_payment.CurrencyTypeValue != null)
{
financialPaymentDetail.CurrencyTypeValueId = _payment.CurrencyTypeValue.Id;
}
if (_payment.CreditCardTypeValue != null)
{
financialPaymentDetail.CreditCardTypeValueId = _payment.CreditCardTypeValue.Id;
}
financialPaymentDetail.SetFromPaymentInfo(_referencePaymentInfo, _automatedGatewayComponent, _rockContext);
financialTransaction.FinancialPaymentDetail = financialPaymentDetail;
financialTransaction.FinancialPaymentDetailId = financialPaymentDetail.Id == 0 ? ( int? )null : financialPaymentDetail.Id;
// Future transactions already have the appropriate FinancialTransactionDetail models
if (_futureTransaction == null)
{
var doesHaveForeignCurrency = financialTransaction.ForeignCurrencyCodeValueId != null;
foreach (var detailArgs in _automatedPaymentArgs.AutomatedPaymentDetails)
{
var transactionDetail = new FinancialTransactionDetail
{
Amount = detailArgs.Amount,
AccountId = detailArgs.AccountId
};
if (doesHaveForeignCurrency)
{
transactionDetail.ForeignCurrencyAmount = detailArgs.Amount;
}
financialTransaction.TransactionDetails.Add(transactionDetail);
}
if (doesHaveForeignCurrency)
{
/*
* The amount coming from the gateway is always in the Organization's currency.
* As such the Amount value could be different than the original amount passed in if the
* specified currency code is different then the Organization's currency code.
*/
financialTransaction.SetApportionedDetailAmounts(_payment.Amount);
}
}
// New transactions and future transactions need fee info
financialTransaction.SetApportionedFeesOnDetails(_payment.FeeAmount);
// Get an existing or new batch according to the name prefix and payment type
FinancialBatch batch;
if (!financialTransaction.BatchId.HasValue)
{
batch = _financialBatchService.Get(
_automatedPaymentArgs.BatchNamePrefix ?? "Online Giving",
string.Empty,
_referencePaymentInfo.CurrencyTypeValue,
_referencePaymentInfo.CreditCardTypeValue,
financialTransaction.TransactionDateTime ?? financialTransaction.FutureProcessingDateTime.Value,
_financialGateway.GetBatchTimeOffset(),
_financialGateway.BatchDayOfWeek);
}
else
{
batch = _financialBatchService.Get(financialTransaction.BatchId.Value);
}
var batchChanges = new History.HistoryChangeList();
var isNewBatch = batch.Id == 0;
// If this is a new Batch, SaveChanges so that we can get the Batch.Id and also
// add history entries about the batch creation
if (isNewBatch)
{
batchChanges.AddChange(History.HistoryVerb.Add, History.HistoryChangeType.Record, "Batch");
History.EvaluateChange(batchChanges, "Batch Name", string.Empty, batch.Name);
History.EvaluateChange(batchChanges, "Status", null, batch.Status);
History.EvaluateChange(batchChanges, "Start Date/Time", null, batch.BatchStartDateTime);
History.EvaluateChange(batchChanges, "End Date/Time", null, batch.BatchEndDateTime);
_rockContext.SaveChanges();
}
if (_futureTransaction == null)
{
// Use the financialTransactionService to add the transaction instead of batch.Transactions
// to avoid lazy-loading the transactions already associated with the batch
financialTransaction.BatchId = batch.Id;
_financialTransactionService.Add(financialTransaction);
}
_rockContext.SaveChanges();
if (_futureTransaction == null)
{
// Update the batch control amount
_financialBatchService.IncrementControlAmount(batch.Id, financialTransaction.TotalAmount, batchChanges);
_rockContext.SaveChanges();
}
// Save the changes history for the batch
HistoryService.SaveChanges(
_rockContext,
typeof(FinancialBatch),
SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
batchChanges
);
return(financialTransaction);
}
/// <summary>
/// Handles the Click event of the btnConfirm 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 btnConfirm_Click(object sender, EventArgs e)
{
// send signalR message to start progress indicator
int progress = 0;
_hubContext.Clients.All.receiveNotification(signalREventName, "0");
XDocument xml = null;
int? total = null;
int? batchId = null;
string batchName = string.Empty;
int?attributeId = null;
int?binaryFileTypeId = null;
using (var rockContext = new RockContext())
{
// Get the XML
var binaryFile = new BinaryFileService(rockContext).Get(_binaryFileId.Value);
if (binaryFile != null)
{
using (var stream = binaryFile.ContentStream)
{
xml = XDocument.Load(stream);
}
}
// Get the number of transactions
if (xml != null)
{
total = xml.Root.Descendants().Where(n => n.Name == "Gift").Count();
}
if (xml != null && total.HasValue && total.Value > 0)
{
var batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
// Load (or create) the batch
batchId = ddlBatch.SelectedValueAsInt();
if (batchId.HasValue)
{
batch = batchService.Get(batchId.Value);
}
if (batch == null)
{
batch = new FinancialBatch();
batch.Guid = Guid.NewGuid();
batch.Name = Path.GetFileNameWithoutExtension(binaryFile.FileName);
batch.Status = BatchStatus.Open;
batch.BatchStartDateTime = RockDateTime.Today;
batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays(1);
batch.ControlAmount = 0;
batchService.Add(batch);
rockContext.SaveChanges();
batchId = batch.Id;
}
batchName = batch.Name;
// Get the attribute id for the envelop number attribute
int?personEntityTypeId = EntityTypeCache.GetId <Rock.Model.Person>();
attributeId = new AttributeService(rockContext)
.Queryable().AsNoTracking()
.Where(a =>
a.EntityTypeId == personEntityTypeId &&
a.Key == "GivingEnvelopeNumber")
.Select(a => a.Id)
.FirstOrDefault();
// Get the binary file type for contribution images
var binaryFileType = new BinaryFileTypeService(rockContext).Get(Rock.SystemGuid.BinaryFiletype.CONTRIBUTION_IMAGE.AsGuid());
if (binaryFileType != null)
{
binaryFileTypeId = binaryFileType.Id;
}
}
}
// Initialize the status variables
int matchCount = 0;
int unmatchCount = 0;
int errorCount = 0;
var allErrorMessages = new List <string>();
// Process each transaction
foreach (var node in xml.Root.Descendants().Where(n => n.Name == "Gift"))
{
var errorMessages = new List <string>();
var status = ProcessTransaction(node, batchId, attributeId, binaryFileTypeId, out errorMessages);
switch (status)
{
case ProcessStatus.Matched: matchCount++; break;
case ProcessStatus.Unmatched: unmatchCount++; break;
case ProcessStatus.Error: errorCount++; break;
}
allErrorMessages.AddRange(errorMessages);
// Update progress using signalR
progress++;
int percentage = (progress * 100) / total.Value;
_hubContext.Clients.All.receiveNotification(signalREventName, percentage.ToString("N0"));
}
// update success message to indicate the txns that were updated
StringBuilder sb = new StringBuilder();
sb.AppendFormat("<li>{0:N0} {1} processed.</li>", total.Value, "transaction".PluralizeIf(total.Value > 1));
sb.AppendFormat("<li>{0:N0} {1} matched to an existing person.</li>", matchCount,
(matchCount == 1 ? "transaction was" : "transactions were"));
sb.AppendFormat("<li>{0:N0} {1} NOT matched to an existing person.</li>", unmatchCount,
(unmatchCount == 1 ? "transaction was" : "transactions were"));
if (errorCount > 0)
{
sb.AppendFormat("<li>{0:N0} {1} NOT imported due to error during import (see errors below).</li>", errorCount,
(errorCount == 1 ? "transaction was" : "transactions were"));
}
using (var rockContext = new RockContext())
{
var batch = new FinancialBatchService(rockContext).Get(batchId.Value);
if (batch != null)
{
// update batch control amount
batch.ControlAmount += _totalAmount;
rockContext.SaveChanges();
// Add link to batch
var qryParam = new Dictionary <string, string>();
qryParam.Add("batchId", batchId.ToString());
string batchUrl = LinkedPageUrl("BatchDetailPage", qryParam);
string batchLink = string.Format("<a href='{0}'>{1}</a>", batchUrl, batch.Name);
int totalTransactions = matchCount + unmatchCount;
string summaryformat = totalTransactions == 1 ?
"<li>{0} transaction of {1} was added to the {2} batch.</li>" :
"<li>{0} transactions totaling {1} were added to the {2} batch</li>";
sb.AppendFormat(summaryformat, totalTransactions.ToString("N0"), _totalAmount.FormatAsCurrency(), batchLink);
}
}
nbSuccess.Text = string.Format("<ul>{0}</ul>", sb.ToString());
// Display any errors that occurred
if (allErrorMessages.Any())
{
StringBuilder sbErrors = new StringBuilder();
foreach (var errorMsg in allErrorMessages)
{
sbErrors.AppendFormat("<li>{0}</li>", errorMsg);
}
nbErrors.Text = string.Format("<ul>{0}</ul>", sbErrors.ToString());
nbErrors.Visible = true;
}
else
{
nbErrors.Visible = false;
}
ShowResults();
}
//
// Swipe Panel Events
//
private void ProcessSwipe(string swipeData)
{
try
{
using (var rockContext = new RockContext())
{
// create swipe object
SwipePaymentInfo swipeInfo = new SwipePaymentInfo(swipeData);
swipeInfo.Amount = this.Amounts.Sum(a => a.Value);
// if not anonymous then add contact info to the gateway transaction
if (this.AnonymousGiverPersonAliasId != this.SelectedGivingUnit.PersonAliasId)
{
var giver = new PersonAliasService(rockContext).Queryable("Person, Person.PhoneNumbers").Where(p => p.Id == this.SelectedGivingUnit.PersonAliasId).FirstOrDefault();
swipeInfo.FirstName = giver.Person.NickName;
swipeInfo.LastName = giver.Person.LastName;
if (giver.Person.PhoneNumbers != null)
{
Guid homePhoneValueGuid = new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_HOME);
var homephone = giver.Person.PhoneNumbers.Where(p => p.NumberTypeValue.Guid == homePhoneValueGuid).FirstOrDefault();
if (homephone != null)
{
swipeInfo.Phone = homephone.NumberFormatted;
}
}
var homeLocation = giver.Person.GetHomeLocation();
if (homeLocation != null)
{
swipeInfo.Street1 = homeLocation.Street1;
if (!string.IsNullOrWhiteSpace(homeLocation.Street2))
{
swipeInfo.Street2 = homeLocation.Street2;
}
swipeInfo.City = homeLocation.City;
swipeInfo.State = homeLocation.State;
swipeInfo.PostalCode = homeLocation.PostalCode;
}
}
// add comment to the transation
swipeInfo.Comment1 = GetAttributeValue("PaymentComment");
// get gateway
FinancialGateway financialGateway = null;
GatewayComponent gateway = null;
Guid? gatewayGuid = GetAttributeValue("CreditCardGateway").AsGuidOrNull();
if (gatewayGuid.HasValue)
{
financialGateway = new FinancialGatewayService(rockContext).Get(gatewayGuid.Value);
if (financialGateway != null)
{
financialGateway.LoadAttributes(rockContext);
}
gateway = financialGateway.GetGatewayComponent();
}
if (gateway != null)
{
string errorMessage = string.Empty;
var transaction = gateway.Charge(financialGateway, swipeInfo, out errorMessage);
if (transaction != null)
{
var txnChanges = new List <string>();
txnChanges.Add("Created Transaction (from kiosk)");
_transactionCode = transaction.TransactionCode;
History.EvaluateChange(txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode);
var personName = new PersonAliasService(rockContext)
.Queryable().AsNoTracking()
.Where(a => a.Id == this.SelectedGivingUnit.PersonAliasId)
.Select(a => a.Person.NickName + " " + a.Person.LastName)
.FirstOrDefault();
transaction.AuthorizedPersonAliasId = this.SelectedGivingUnit.PersonAliasId;
History.EvaluateChange(txnChanges, "Person", string.Empty, personName);
transaction.TransactionDateTime = RockDateTime.Now;
History.EvaluateChange(txnChanges, "Date/Time", null, transaction.TransactionDateTime);
transaction.FinancialGatewayId = financialGateway.Id;
History.EvaluateChange(txnChanges, "Gateway", string.Empty, financialGateway.Name);
var txnType = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION));
transaction.TransactionTypeValueId = txnType.Id;
History.EvaluateChange(txnChanges, "Type", string.Empty, txnType.Value);
transaction.Summary = swipeInfo.Comment1;
History.EvaluateChange(txnChanges, "Transaction Code", string.Empty, transaction.Summary);
if (transaction.FinancialPaymentDetail == null)
{
transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
transaction.FinancialPaymentDetail.SetFromPaymentInfo(swipeInfo, gateway, rockContext, txnChanges);
Guid sourceGuid = Guid.Empty;
if (Guid.TryParse(GetAttributeValue("Source"), out sourceGuid))
{
var source = DefinedValueCache.Read(sourceGuid);
if (source != null)
{
transaction.SourceTypeValueId = source.Id;
History.EvaluateChange(txnChanges, "Source", string.Empty, source.Value);
}
}
foreach (var accountAmount in this.Amounts.Where(a => a.Value > 0))
{
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = accountAmount.Value;
transactionDetail.AccountId = accountAmount.Key;
transaction.TransactionDetails.Add(transactionDetail);
var account = new FinancialAccountService(rockContext).Get(accountAmount.Key);
if (account != null)
{
History.EvaluateChange(txnChanges, account.Name, 0.0M.FormatAsCurrency(), transactionDetail.Amount.FormatAsCurrency());
}
}
var batchService = new FinancialBatchService(rockContext);
// Get the batch
var batch = batchService.Get(
GetAttributeValue("BatchNamePrefix"),
swipeInfo.CurrencyTypeValue,
swipeInfo.CreditCardTypeValue,
transaction.TransactionDateTime.Value,
financialGateway.GetBatchTimeOffset());
var batchChanges = new List <string>();
if (batch.Id == 0)
{
batchChanges.Add("Generated the batch");
History.EvaluateChange(batchChanges, "Batch Name", string.Empty, batch.Name);
History.EvaluateChange(batchChanges, "Status", null, batch.Status);
History.EvaluateChange(batchChanges, "Start Date/Time", null, batch.BatchStartDateTime);
History.EvaluateChange(batchChanges, "End Date/Time", null, batch.BatchEndDateTime);
}
decimal newControlAmount = batch.ControlAmount + transaction.TotalAmount;
History.EvaluateChange(batchChanges, "Control Amount", batch.ControlAmount.FormatAsCurrency(), newControlAmount.FormatAsCurrency());
batch.ControlAmount = newControlAmount;
transaction.BatchId = batch.Id;
batch.Transactions.Add(transaction);
rockContext.WrapTransaction(() =>
{
rockContext.SaveChanges();
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
batchChanges
);
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
batch.Id,
txnChanges,
personName,
typeof(FinancialTransaction),
transaction.Id
);
});
// send receipt in one is configured and not giving anonymously
if (!string.IsNullOrWhiteSpace(GetAttributeValue("ReceiptEmail")) && (this.AnonymousGiverPersonAliasId != this.SelectedGivingUnit.PersonAliasId))
{
_receiptSent = true;
SendReceipt();
}
HidePanels();
ShowReceiptPanel();
}
else
{
lSwipeErrors.Text = String.Format("<div class='alert alert-danger'>An error occurred while process this transaction. Message: {0}</div>", errorMessage);
}
}
else
{
lSwipeErrors.Text = "<div class='alert alert-danger'>Invalid gateway provided. Please provide a gateway. Transaction not processed.</div>";
}
}
}
catch (Exception ex)
{
lSwipeErrors.Text = String.Format("<div class='alert alert-danger'>An error occurred while process this transaction. Message: {0}</div>", ex.Message);
}
}
/// <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 batchService = new FinancialBatchService(rockContext);
FinancialBatch batch = null;
var changes = new List <string>();
int batchId = hfBatchId.Value.AsInteger();
if (batchId == 0)
{
batch = new FinancialBatch();
batchService.Add(batch);
changes.Add("Created the batch");
}
else
{
batch = batchService.Get(batchId);
}
if (batch != null)
{
History.EvaluateChange(changes, "Batch Name", batch.Name, tbName.Text);
batch.Name = tbName.Text;
BatchStatus batchStatus = (BatchStatus)ddlStatus.SelectedIndex;
History.EvaluateChange(changes, "Status", batch.Status, batchStatus);
batch.Status = batchStatus;
CampusCache oldCampus = null;
if (batch.CampusId.HasValue)
{
oldCampus = CampusCache.Read(batch.CampusId.Value);
}
CampusCache newCampus = null;
if (campCampus.SelectedCampusId.HasValue)
{
newCampus = CampusCache.Read(campCampus.SelectedCampusId.Value);
}
History.EvaluateChange(changes, "Campus", oldCampus != null ? oldCampus.Name : "None", newCampus != null ? newCampus.Name : "None");
batch.CampusId = campCampus.SelectedCampusId;
DateTime?startDateTime = dtpStart.SelectedDateTimeIsBlank ? null : dtpStart.SelectedDateTime;
History.EvaluateChange(changes, "Start Date/Time", batch.BatchStartDateTime, startDateTime);
batch.BatchStartDateTime = startDateTime;
DateTime?endDateTime;
if (dtpEnd.SelectedDateTimeIsBlank && batch.BatchStartDateTime.HasValue)
{
endDateTime = batch.BatchStartDateTime.Value.AddDays(1);
}
else
{
endDateTime = dtpEnd.SelectedDateTimeIsBlank ? null : dtpEnd.SelectedDateTime;
}
History.EvaluateChange(changes, "End Date/Time", batch.BatchEndDateTime, endDateTime);
batch.BatchEndDateTime = endDateTime;
decimal controlAmount = tbControlAmount.Text.AsDecimal();
History.EvaluateChange(changes, "Control Amount", batch.ControlAmount.FormatAsCurrency(), controlAmount.FormatAsCurrency());
batch.ControlAmount = controlAmount;
History.EvaluateChange(changes, "Accounting System Code", batch.AccountingSystemCode, tbAccountingCode.Text);
batch.AccountingSystemCode = tbAccountingCode.Text;
History.EvaluateChange(changes, "Notes", batch.Note, tbNote.Text);
batch.Note = tbNote.Text;
cvBatch.IsValid = batch.IsValid;
if (!Page.IsValid || !batch.IsValid)
{
cvBatch.ErrorMessage = batch.ValidationResults.Select(a => a.ErrorMessage).ToList().AsDelimited("<br />");
return;
}
rockContext.WrapTransaction(() =>
{
if (rockContext.SaveChanges() > 0)
{
if (changes.Any())
{
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
batch.Id,
changes);
}
}
});
if (batchId == 0)
{
// If created a new batch, navigate to same page so that transaction list displays correctly
var pageReference = CurrentPageReference;
pageReference.Parameters.AddOrReplace("batchId", batch.Id.ToString());
NavigateToPage(pageReference);
}
else
{
hfBatchId.SetValue(batch.Id);
// Requery the batch to support EF navigation properties
var savedBatch = GetBatch(batch.Id);
ShowReadonlyDetails(savedBatch);
}
}
}
