/// <summary>
/// Handles the SaveClick event of the mdDetails control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
private void mdDetails_SaveClick(object sender, EventArgs e)
{
var rockContext = new RockContext();
if (!string.IsNullOrWhiteSpace(tbTransactionAmount.Text))
{
var ftdService = new FinancialTransactionDetailService(rockContext);
FinancialTransactionDetail ftd = null;
var transactionDetailId = int.Parse(hfIdValue.Value);
if (transactionDetailId > 0)
{
ftd = ftdService.Get(transactionDetailId);
}
else
{
ftd = new FinancialTransactionDetail {
Id = 0
};
}
ftd.TransactionId = hfIdTransValue.ValueAsInt();
ftd.AccountId = int.Parse(ddlTransactionAccount.SelectedValue);
ftd.Amount = decimal.Parse(tbTransactionAmount.Text);
ftd.Summary = tbTransactionSummary.Text;
if (transactionDetailId == 0)
{
ftdService.Add(ftd);
}
rockContext.SaveChanges();
}
mdDetails.Hide();
FinancialTransaction transaction = new FinancialTransaction();
transaction = new FinancialTransactionService(rockContext).Get(hfIdTransValue.ValueAsInt());
BindTransactionDetailGrid(transaction);
LoadRelatedImages(transaction.Id);
}
/// <summary>
/// Handles the Click event of the btnGive 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 btnGive_Click(object sender, EventArgs e)
{
Person person = FindPerson();
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var groupLocationService = new GroupLocationService();
var groupMemberService = new GroupMemberService();
var phoneService = new PhoneNumberService();
var locationService = new LocationService();
var groupService = new GroupService();
GroupLocation groupLocation;
Location homeAddress;
Group familyGroup;
var homeLocationType = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.LOCATION_TYPE_HOME);
var addressList = locationService.Queryable().Where(l => l.Street1 == txtStreet.Text &&
l.City == txtCity.Text && l.State == ddlState.SelectedValue && l.Zip == txtZip.Text &&
l.LocationTypeValueId == homeLocationType.Id).ToList();
if (!addressList.Any())
{
homeAddress = new Location();
locationService.Add(homeAddress, person.Id);
}
else
{
homeAddress = addressList.FirstOrDefault();
}
homeAddress.Street1 = txtStreet.Text ?? homeAddress.Street1;
homeAddress.City = txtCity.Text ?? homeAddress.City;
homeAddress.State = ddlState.SelectedValue ?? homeAddress.State;
homeAddress.Zip = txtZip.Text ?? homeAddress.Zip;
homeAddress.IsActive = true;
homeAddress.IsLocation = true;
homeAddress.Country = "US";
homeAddress.LocationTypeValueId = homeLocationType.Id;
locationService.Save(homeAddress, person.Id);
GroupType familyGroupType = new GroupTypeService().Get(new Guid(Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY));
var familyGroupList = groupMemberService.Queryable().Where(g => g.PersonId == person.Id &&
g.Group.GroupType.Guid == familyGroupType.Guid).Select(g => g.Group).ToList();
if (!familyGroupList.Any())
{
familyGroup = new Group();
familyGroup.IsActive = true;
familyGroup.IsSystem = false;
familyGroup.IsSecurityRole = false;
familyGroup.Name = "The " + txtLastName.Text + " Family";
familyGroup.GroupTypeId = familyGroupType.Id;
groupService.Add(familyGroup, person.Id);
groupService.Save(familyGroup, person.Id);
var familyMember = new GroupMember();
familyMember.IsSystem = false;
familyMember.GroupId = familyGroup.Id;
familyMember.PersonId = person.Id;
familyMember.GroupRoleId = new GroupRoleService().Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT)).Id;
groupMemberService.Add(familyMember, person.Id);
groupMemberService.Save(familyMember, person.Id);
}
else
{
familyGroup = familyGroupList.FirstOrDefault();
}
var groupLocationList = groupLocationService.Queryable().Where(g => g.GroupLocationTypeValueId == familyGroupType.Id &&
g.GroupId == familyGroup.Id).ToList();
if (!groupLocationList.Any())
{
groupLocation = new GroupLocation();
groupLocation.GroupId = familyGroup.Id;
groupLocation.LocationId = homeAddress.Id;
groupLocation.IsMailing = true;
groupLocation.IsLocation = true;
groupLocation.GroupLocationTypeValueId = homeLocationType.Id;
groupLocationService.Add(groupLocation, person.Id);
groupLocationService.Save(groupLocation, person.Id);
}
else
{
groupLocation = groupLocationList.FirstOrDefault();
}
groupLocation.LocationId = homeAddress.Id;
groupLocationService.Save(groupLocation, person.Id);
var homePhoneType = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_HOME);
string phoneNumeric = txtPhone.Text.AsNumeric();
if (!phoneService.Queryable().Where(n => n.PersonId == person.Id &&
n.NumberTypeValueId == homePhoneType.Id && n.Number == phoneNumeric).Any())
{
var homePhone = new PhoneNumber();
homePhone.Number = phoneNumeric;
homePhone.PersonId = person.Id;
homePhone.IsSystem = false;
homePhone.IsMessagingEnabled = false;
homePhone.IsUnlisted = false;
homePhone.NumberTypeValueId = homePhoneType.Id;
phoneService.Add(homePhone, person.Id);
phoneService.Save(homePhone, person.Id);
}
});
}
var amountList = (Dictionary <FinancialAccount, Decimal>)Session["CachedAmounts"];
var profileId = (int)Session["CachedProfileId"];
Location giftLocation = new Location();
var configValues = (Dictionary <string, object>)Session["CachedMergeFields"];
configValues.Add("Date", DateTimeOffset.Now.ToString("MM/dd/yyyy hh:mm tt"));
var receiptTemplate = GetAttributeValue("ReceiptMessage");
lReceipt.Text = receiptTemplate.ResolveMergeFields(configValues);
var summaryTemplate = GetAttributeValue("SummaryMessage");
string summaryMessage = summaryTemplate.ResolveMergeFields(configValues);
var creditProcessorId = GetAttributeValue("CreditCardProvider");
var achProcessorId = GetAttributeValue("Checking/ACHProvider");
var gatewayService = new FinancialGatewayService();
FinancialGateway gateway;
if (!string.IsNullOrEmpty(txtCreditCard.Text) && !string.IsNullOrWhiteSpace(creditProcessorId))
{
int creditId = Convert.ToInt32(creditProcessorId);
gateway = new FinancialGatewayService().Get(creditId);
}
else if (!string.IsNullOrEmpty(txtAccountNumber.Text) && !string.IsNullOrWhiteSpace(achProcessorId))
{
int achId = Convert.ToInt32(achProcessorId);
gateway = new FinancialGatewayService().Get(achId);
}
else
{
gateway = gatewayService.Queryable().FirstOrDefault();
}
// #TODO test card through gateway
if (btnFrequency.SelectedIndex > -1 && btnFrequency.SelectedValueAsInt() != DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_TYPE_ONE_TIME).Id)
{
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var scheduledTransactionDetailService = new FinancialScheduledTransactionDetailService();
var scheduledTransactionService = new FinancialScheduledTransactionService();
FinancialScheduledTransaction scheduledTransaction;
var detailList = amountList.ToList();
if (profileId > 0)
{
scheduledTransaction = scheduledTransactionService.Get(profileId);
}
else
{
scheduledTransaction = new FinancialScheduledTransaction();
scheduledTransactionService.Add(scheduledTransaction, person.Id);
}
DateTime startDate = (DateTime)dtpStartDate.SelectedDate;
if (startDate != null)
{
scheduledTransaction.StartDate = startDate;
}
scheduledTransaction.TransactionFrequencyValueId = (int)btnFrequency.SelectedValueAsInt();
scheduledTransaction.AuthorizedPersonId = person.Id;
scheduledTransaction.IsActive = true;
if (!string.IsNullOrEmpty(txtCreditCard.Text))
{
scheduledTransaction.CardReminderDate = mypExpiration.SelectedDate;
}
if (chkLimitGifts.Checked && !string.IsNullOrWhiteSpace(txtLimitNumber.Text))
{
scheduledTransaction.NumberOfPayments = Convert.ToInt32(txtLimitNumber.Text);
}
foreach (var detail in amountList.ToList())
{
var scheduledTransactionDetail = new FinancialScheduledTransactionDetail();
scheduledTransactionDetail.AccountId = detail.Key.Id;
scheduledTransactionDetail.Amount = detail.Value;
scheduledTransactionDetail.ScheduledTransactionId = scheduledTransaction.Id;
scheduledTransactionDetailService.Add(scheduledTransactionDetail, person.Id);
scheduledTransactionDetailService.Save(scheduledTransactionDetail, person.Id);
}
// implement gateway charge()
scheduledTransactionService.Save(scheduledTransaction, person.Id);
});
}
}
else
{
using (new UnitOfWorkScope())
{
RockTransactionScope.WrapTransaction(() =>
{
var transactionService = new FinancialTransactionService();
var tdService = new FinancialTransactionDetailService();
var transaction = new FinancialTransaction();
var detailList = amountList.ToList();
transaction.Summary = summaryMessage;
transaction.Amount = detailList.Sum(d => d.Value);
transaction.TransactionTypeValueId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION).Id;
transaction.TransactionDateTime = DateTimeOffset.Now.DateTime;
transaction.AuthorizedPersonId = person.Id;
transactionService.Add(transaction, person.Id);
foreach (var detail in detailList)
{
var td = new FinancialTransactionDetail();
td.TransactionId = transaction.Id;
td.AccountId = detail.Key.Id;
td.Amount = detail.Value;
td.TransactionId = transaction.Id;
tdService.Add(td, person.Id);
tdService.Save(td, person.Id);
}
// #TODO implement gateway.charge()
transactionService.Save(transaction, person.Id);
});
}
}
Session["CachedMergeFields"] = configValues;
pnlConfirm.Visible = false;
pnlComplete.Visible = true;
pnlContribution.Update();
}
/// <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="EventArgs"/> instance containing the event data.</param>
protected void btnNext_Click(object sender, EventArgs e)
{
var changes = new List <string>();
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
var financialPersonBankAccountService = new FinancialPersonBankAccountService(rockContext);
int txnId = hfTransactionId.Value.AsInteger();
var financialTransaction = financialTransactionService
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person")
.FirstOrDefault(t => t.Id == txnId);
// set the AuthorizedPersonId (the person who wrote the check, for example) to the if the SelectNew person (if selected) or person selected in the drop down (if there is somebody selected)
int?authorizedPersonId = ppSelectNew.PersonId ?? ddlIndividual.SelectedValue.AsIntegerOrNull();
var accountNumberSecured = hfCheckMicrHashed.Value;
if (cbTotalAmount.Text.AsDecimalOrNull().HasValue&& !authorizedPersonId.HasValue)
{
nbSaveError.Text = "Transaction must be matched to a person when the amount is specified.";
nbSaveError.Visible = true;
return;
}
// if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction and clear out the detail records (we don't want an unmatched transaction to have detail records)
if (financialTransaction != null &&
financialTransaction.AuthorizedPersonAliasId.HasValue &&
!authorizedPersonId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = null;
foreach (var detail in financialTransaction.TransactionDetails)
{
History.EvaluateChange(changes, detail.Account != null ? detail.Account.Name : "Unknown", detail.Amount.FormatAsCurrency(), string.Empty);
financialTransactionDetailService.Delete(detail);
}
changes.Add("Unmatched transaction");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
financialTransaction.BatchId.Value,
changes,
string.Format("Transaction Id: {0}", financialTransaction.Id),
typeof(FinancialTransaction),
financialTransaction.Id,
false);
rockContext.SaveChanges();
// if the transaction was unmatched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
// if the transaction is matched to somebody, attempt to save it. Otherwise, if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction
if (financialTransaction != null && authorizedPersonId.HasValue)
{
if (cbTotalAmount.Text.AsDecimalOrNull() == null)
{
nbSaveError.Text = "Total amount must be allocated to accounts.";
nbSaveError.Visible = true;
return;
}
var personAlias = new PersonAliasService(rockContext).GetPrimaryAlias(authorizedPersonId.Value);
int?personAliasId = personAlias != null ? personAlias.Id : (int?)null;
// if this transaction has an accountnumber associated with it (in other words, it's a valid scanned check), ensure there is a financialPersonBankAccount record
if (financialTransaction.MICRStatus == MICRStatus.Success && !string.IsNullOrWhiteSpace(accountNumberSecured))
{
var financialPersonBankAccount = financialPersonBankAccountService.Queryable().Where(a => a.AccountNumberSecured == accountNumberSecured && a.PersonAlias.PersonId == authorizedPersonId.Value).FirstOrDefault();
if (financialPersonBankAccount == null)
{
if (personAliasId.HasValue)
{
financialPersonBankAccount = new FinancialPersonBankAccount();
financialPersonBankAccount.PersonAliasId = personAliasId.Value;
financialPersonBankAccount.AccountNumberSecured = accountNumberSecured;
var checkMicrClearText = Encryption.DecryptString(financialTransaction.CheckMicrParts);
var parts = checkMicrClearText.Split('_');
if (parts.Length >= 2)
{
financialPersonBankAccount.AccountNumberMasked = parts[1].Masked();
}
if (string.IsNullOrWhiteSpace(financialPersonBankAccount.AccountNumberMasked))
{
financialPersonBankAccount.AccountNumberMasked = "************????";
}
financialPersonBankAccountService.Add(financialPersonBankAccount);
}
}
}
string prevPerson = (financialTransaction.AuthorizedPersonAlias != null && financialTransaction.AuthorizedPersonAlias.Person != null) ?
financialTransaction.AuthorizedPersonAlias.Person.FullName : string.Empty;
string newPerson = string.Empty;
if (personAliasId.HasValue)
{
newPerson = personAlias.Person.FullName;
financialTransaction.AuthorizedPersonAliasId = personAliasId;
}
History.EvaluateChange(changes, "Person", prevPerson, newPerson);
// just in case this transaction is getting re-edited either by the same user, or somebody else, clean out any existing TransactionDetail records
foreach (var detail in financialTransaction.TransactionDetails.ToList())
{
financialTransactionDetailService.Delete(detail);
History.EvaluateChange(changes, detail.Account != null ? detail.Account.Name : "Unknown", detail.Amount.FormatAsCurrency(), string.Empty);
}
foreach (var accountBox in rptAccounts.ControlsOfTypeRecursive <CurrencyBox>())
{
var amount = accountBox.Text.AsDecimalOrNull();
if (amount.HasValue && amount.Value >= 0)
{
var financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.TransactionId = financialTransaction.Id;
financialTransactionDetail.AccountId = accountBox.Attributes["data-account-id"].AsInteger();
financialTransactionDetail.Amount = amount.Value;
financialTransactionDetailService.Add(financialTransactionDetail);
History.EvaluateChange(changes, accountBox.Label, 0.0M.FormatAsCurrency(), amount.Value.FormatAsCurrency());
}
}
financialTransaction.Summary = tbSummary.Text;
financialTransaction.ProcessedByPersonAliasId = this.CurrentPersonAlias.Id;
financialTransaction.ProcessedDateTime = RockDateTime.Now;
changes.Add("Matched transaction");
HistoryService.SaveChanges(
rockContext,
typeof(FinancialBatch),
Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
financialTransaction.BatchId.Value,
changes,
personAlias != null && personAlias.Person != null ? personAlias.Person.FullName : string.Format("Transaction Id: {0}", financialTransaction.Id),
typeof(FinancialTransaction),
financialTransaction.Id,
false);
rockContext.SaveChanges();
}
else
{
// if the transaction was not matched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
NavigateToTransaction(Direction.Next);
}
/// <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="EventArgs"/> instance containing the event data.</param>
protected void btnNext_Click(object sender, EventArgs e)
{
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionDetailService = new FinancialTransactionDetailService(rockContext);
var financialPersonBankAccountService = new FinancialPersonBankAccountService(rockContext);
int txnId = hfTransactionId.Value.AsInteger();
var financialTransaction = financialTransactionService
.Queryable("AuthorizedPersonAlias.Person,ProcessedByPersonAlias.Person")
.FirstOrDefault(t => t.Id == txnId);
// set the AuthorizedPersonId (the person who wrote the check, for example) to the if the SelectNew person (if selected) or person selected in the drop down (if there is somebody selected)
int?authorizedPersonId = ppSelectNew.PersonId ?? ddlIndividual.SelectedValue.AsIntegerOrNull();
var accountNumberSecured = hfCheckMicrHashed.Value;
if (cbTotalAmount.Text.AsDecimalOrNull().HasValue&& !authorizedPersonId.HasValue)
{
nbSaveError.Text = "Transaction must be matched to a person when the amount is specified.";
nbSaveError.Visible = true;
return;
}
// if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction and clear out the detail records (we don't want an unmatched transaction to have detail records)
if (financialTransaction != null &&
financialTransaction.AuthorizedPersonAliasId.HasValue &&
!authorizedPersonId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = null;
foreach (var detail in financialTransaction.TransactionDetails)
{
financialTransactionDetailService.Delete(detail);
}
rockContext.SaveChanges();
// if the transaction was unmatched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
// if the transaction is matched to somebody, attempt to save it. Otherwise, if the transaction was previously matched, but user unmatched it, save it as an unmatched transaction
if (financialTransaction != null && authorizedPersonId.HasValue)
{
bool requiresMicr = financialTransaction.CurrencyTypeValue.Guid == Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK.AsGuid();
if (requiresMicr && string.IsNullOrWhiteSpace(accountNumberSecured))
{
// should be showing already, but just in case
nbNoMicrWarning.Visible = true;
return;
}
if (cbTotalAmount.Text.AsDecimalOrNull() == null)
{
nbSaveError.Text = "Total amount must be allocated to accounts.";
nbSaveError.Visible = true;
return;
}
int?personAliasId = new PersonAliasService(rockContext).GetPrimaryAliasId(authorizedPersonId.Value);
// if this transaction has an accountnumber associated with it (in other words, it's a scanned check), ensure there is a financialPersonBankAccount record
if (!string.IsNullOrWhiteSpace(accountNumberSecured))
{
var financialPersonBankAccount = financialPersonBankAccountService.Queryable().Where(a => a.AccountNumberSecured == accountNumberSecured && a.PersonAlias.PersonId == authorizedPersonId.Value).FirstOrDefault();
if (financialPersonBankAccount == null)
{
if (personAliasId.HasValue)
{
financialPersonBankAccount = new FinancialPersonBankAccount();
financialPersonBankAccount.PersonAliasId = personAliasId.Value;
financialPersonBankAccount.AccountNumberSecured = accountNumberSecured;
var checkMicrClearText = Encryption.DecryptString(financialTransaction.CheckMicrEncrypted);
var parts = checkMicrClearText.Split('_');
if (parts.Length >= 2)
{
financialPersonBankAccount.AccountNumberMasked = parts[1].Masked();
}
financialPersonBankAccountService.Add(financialPersonBankAccount);
}
}
}
if (personAliasId.HasValue)
{
financialTransaction.AuthorizedPersonAliasId = personAliasId;
}
// just in case this transaction is getting re-edited either by the same user, or somebody else, clean out any existing TransactionDetail records
foreach (var detail in financialTransaction.TransactionDetails.ToList())
{
financialTransactionDetailService.Delete(detail);
}
foreach (var accountBox in rptAccounts.ControlsOfTypeRecursive <CurrencyBox>())
{
var amount = accountBox.Text.AsDecimalOrNull();
if (amount.HasValue && amount.Value >= 0)
{
var financialTransactionDetail = new FinancialTransactionDetail();
financialTransactionDetail.TransactionId = financialTransaction.Id;
financialTransactionDetail.AccountId = accountBox.Attributes["data-account-id"].AsInteger();
financialTransactionDetail.Amount = amount.Value;
financialTransactionDetailService.Add(financialTransactionDetail);
}
}
financialTransaction.ProcessedByPersonAliasId = this.CurrentPersonAlias.Id;
financialTransaction.ProcessedDateTime = RockDateTime.Now;
rockContext.SaveChanges();
}
else
{
// if the transaction was not matched, clear out the ProcessedBy fields since we didn't match the transaction and are moving on to process another transaction
MarkTransactionAsNotProcessedByCurrentUser(hfTransactionId.Value.AsInteger());
}
NavigateToTransaction(Direction.Next);
}