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