Get() публичный Метод

Gets the specified name prefix.
public Get ( string namePrefix, DefinedValueCache currencyType, DefinedValueCache creditCardType, System.DateTime transactionDate, System.TimeSpan batchTimeOffset, List batches = null ) : FinancialBatch
namePrefix string The name prefix.
currencyType DefinedValueCache Type of the currency.
creditCardType DefinedValueCache Type of the credit card.
transactionDate System.DateTime The transaction date.
batchTimeOffset System.TimeSpan The batch time offset.
batches List The batches.
Результат FinancialBatch
Пример #1
0
        /// <summary>
        /// Handles the Delete event of the grdFinancialBatch 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 rGridBatch_Delete(object sender, RowEventArgs e)
        {
            var FinancialBatchService = new Rock.Model.FinancialBatchService();

            Rock.Model.FinancialBatch FinancialBatch = FinancialBatchService.Get((int)rGridBatch.DataKeys[e.RowIndex]["id"]);
            if (FinancialBatch != null)
            {
                FinancialBatchService.Delete(FinancialBatch, CurrentPersonId);
                FinancialBatchService.Save(FinancialBatch, CurrentPersonId);
            }

            BindGrid();
        }
Пример #2
0
        /// <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();
        }
Пример #3
0
        /// <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 Rock.Model.FinancialBatchService();
                Rock.Model.FinancialBatch financialBatch = null;

                int financialBatchId = 0;
                if (!string.IsNullOrEmpty(hfIdValue.Value))
                {
                    financialBatchId = Int32.Parse(hfIdValue.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;

                financialBatchService.Save(financialBatch, CurrentPersonId);
            }

            BindGrid();
            NavigateToParentPage();
        }
Пример #4
0
        /// <summary>
        /// Handles the Delete event of the grdFinancialBatch 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 rGridBatch_Delete( object sender, RowEventArgs e )
        {
            var FinancialBatchService = new Rock.Model.FinancialBatchService();

            Rock.Model.FinancialBatch FinancialBatch = FinancialBatchService.Get( (int)rGridBatch.DataKeys[e.RowIndex]["id"] );
            if ( FinancialBatch != null )
            {
                FinancialBatchService.Delete( FinancialBatch, CurrentPersonId );
                FinancialBatchService.Save( FinancialBatch, CurrentPersonId );
            }

            BindGrid();
        }
        /// <summary>
        /// Processes the payments.
        /// </summary>
        /// <param name="gateway">The gateway.</param>
        /// <param name="batchNamePrefix">The batch name prefix.</param>
        /// <param name="payments">The payments.</param>
        /// <param name="batchUrlFormat">The batch URL format.</param>
        /// <returns></returns>
        public static string ProcessPayments( FinancialGateway gateway, string batchNamePrefix, List<Payment> payments, string batchUrlFormat = "" )
        {
            int totalPayments = 0;
            int totalAlreadyDownloaded = 0;
            int totalNoScheduledTransaction = 0;
            int totalAdded = 0;

            var batches = new List<FinancialBatch>();
            var batchSummary = new Dictionary<Guid, List<Payment>>();
            var initialControlAmounts = new Dictionary<Guid, decimal>();

            var allBatchChanges = new Dictionary<Guid, List<string>>();
            var allTxnChanges = new Dictionary<Guid, List<string>>();
            var txnPersonNames = new Dictionary<Guid, string>();

            using ( var rockContext = new RockContext() )
            {
                var accountService = new FinancialAccountService( rockContext );
                var txnService = new FinancialTransactionService( rockContext );
                var batchService = new FinancialBatchService( rockContext );
                var scheduledTxnService = new FinancialScheduledTransactionService( rockContext );

                var contributionTxnType = DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() );

                var defaultAccount = accountService.Queryable()
                    .Where( a =>
                        a.IsActive &&
                        !a.ParentAccountId.HasValue &&
                        ( !a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now ) &&
                        ( !a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now )
                        )
                    .OrderBy( a => a.Order )
                    .FirstOrDefault();

                var batchTxnChanges = new Dictionary<Guid, List<string>>();
                var batchBatchChanges = new Dictionary<Guid, List<string>>();

                foreach ( var payment in payments.Where( p => p.Amount > 0.0M ) )
                {
                    totalPayments++;

                    // Only consider transactions that have not already been added
                    if ( txnService.GetByTransactionCode( payment.TransactionCode ) == null )
                    {
                        var scheduledTransaction = scheduledTxnService.GetByScheduleId( payment.GatewayScheduleId );
                        if ( scheduledTransaction != null )
                        {
                            scheduledTransaction.IsActive = payment.ScheduleActive;

                            var txnChanges = new List<string>();

                            var transaction = new FinancialTransaction();
                            transaction.FinancialPaymentDetail = new FinancialPaymentDetail();

                            transaction.Guid = Guid.NewGuid();
                            allTxnChanges.Add( transaction.Guid, txnChanges );
                            txnChanges.Add( "Created Transaction (Downloaded from Gateway)" );

                            transaction.TransactionCode = payment.TransactionCode;
                            History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

                            transaction.TransactionDateTime = payment.TransactionDateTime;
                            History.EvaluateChange( txnChanges, "Date/Time", null, transaction.TransactionDateTime );

                            transaction.ScheduledTransactionId = scheduledTransaction.Id;

                            transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
                            History.EvaluateChange( txnChanges, "Person", string.Empty, scheduledTransaction.AuthorizedPersonAlias.Person.FullName );
                            txnPersonNames.Add( transaction.Guid, scheduledTransaction.AuthorizedPersonAlias.Person.FullName );

                            transaction.FinancialGatewayId = gateway.Id;
                            History.EvaluateChange( txnChanges, "Gateway", string.Empty, gateway.Name );

                            transaction.TransactionTypeValueId = contributionTxnType.Id;
                            History.EvaluateChange( txnChanges, "Type", string.Empty, contributionTxnType.Value );

                            var currencyTypeValue = payment.CurrencyTypeValue;
                            var creditCardTypevalue = payment.CreditCardTypeValue;

                            if ( scheduledTransaction.FinancialPaymentDetail != null )
                            {
                                if ( currencyTypeValue == null && scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue )
                                {
                                    currencyTypeValue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.Value );
                                }

                                if ( creditCardTypevalue == null && scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.HasValue )
                                {
                                    creditCardTypevalue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.Value );
                                }

                                transaction.FinancialPaymentDetail.AccountNumberMasked = scheduledTransaction.FinancialPaymentDetail.AccountNumberMasked;
                                transaction.FinancialPaymentDetail.NameOnCardEncrypted = scheduledTransaction.FinancialPaymentDetail.NameOnCardEncrypted;
                                transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationMonthEncrypted;
                                transaction.FinancialPaymentDetail.ExpirationYearEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationYearEncrypted;
                            }

                            if ( currencyTypeValue != null )
                            {
                                transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
                                History.EvaluateChange( txnChanges, "Currency Type", string.Empty, currencyTypeValue.Value );
                            }
                            if ( creditCardTypevalue != null )
                            {
                                transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
                                History.EvaluateChange( txnChanges, "Credit Card Type", string.Empty, creditCardTypevalue.Value );
                            }

                            //transaction.SourceTypeValueId = DefinedValueCache.Read( sourceGuid ).Id;

                            // Try to allocate the amount of the transaction based on the current scheduled transaction accounts
                            decimal remainingAmount = payment.Amount;
                            foreach ( var detail in scheduledTransaction.ScheduledTransactionDetails.Where( d => d.Amount != 0.0M ) )
                            {
                                var transactionDetail = new FinancialTransactionDetail();
                                transactionDetail.AccountId = detail.AccountId;

                                if ( detail.Amount <= remainingAmount )
                                {
                                    // If the configured amount for this account is less than or equal to the remaining
                                    // amount, allocate the configured amount
                                    transactionDetail.Amount = detail.Amount;
                                    remainingAmount -= detail.Amount;
                                }
                                else
                                {
                                    // If the configured amount is greater than the remaining amount, only allocate
                                    // the remaining amount
                                    transaction.Summary = "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
                                    detail.Amount = remainingAmount;
                                    detail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
                                    remainingAmount = 0.0M;
                                }

                                transaction.TransactionDetails.Add( transactionDetail );

                                History.EvaluateChange( txnChanges, detail.Account.Name, 0.0M.ToString( "C2" ), transactionDetail.Amount.ToString( "C2" ) );
                                History.EvaluateChange( txnChanges, "Summary", string.Empty, transactionDetail.Summary );

                                if ( remainingAmount <= 0.0M )
                                {
                                    // If there's no amount left, break out of details
                                    break;
                                }
                            }

                            // If there's still amount left after allocating based on current config, add the remainder
                            // to the account that was configured for the most amount
                            if ( remainingAmount > 0.0M )
                            {
                                transaction.Summary = "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
                                var transactionDetail = transaction.TransactionDetails
                                    .OrderByDescending( d => d.Amount )
                                    .First();
                                if ( transactionDetail == null && defaultAccount != null )
                                {
                                    transactionDetail = new FinancialTransactionDetail();
                                    transactionDetail.AccountId = defaultAccount.Id;
                                }
                                if ( transactionDetail != null )
                                {
                                    transactionDetail.Amount += remainingAmount;
                                    transactionDetail.Summary = "Note: Extra amount was applied to this account.";
                                }

                                History.EvaluateChange( txnChanges, defaultAccount.Name, 0.0M.ToString( "C2" ), transactionDetail.Amount.ToString( "C2" ) );
                                History.EvaluateChange( txnChanges, "Summary", string.Empty, transactionDetail.Summary );
                            }

                            // Get the batch
                            var batch = batchService.Get(
                                batchNamePrefix,
                                currencyTypeValue,
                                creditCardTypevalue,
                                transaction.TransactionDateTime.Value,
                                gateway.GetBatchTimeOffset(),
                                batches );

                            var batchChanges = new List<string>();
                            if ( batch.Id != 0 )
                            {
                                initialControlAmounts.AddOrIgnore( batch.Guid, batch.ControlAmount );
                            }
                            batch.ControlAmount += transaction.TotalAmount;

                            batch.Transactions.Add( transaction );

                            // Add summary
                            if ( !batchSummary.ContainsKey( batch.Guid ) )
                            {
                                batchSummary.Add( batch.Guid, new List<Payment>() );
                            }
                            batchSummary[batch.Guid].Add( payment );

                            totalAdded++;
                        }
                        else
                        {
                            totalNoScheduledTransaction++;
                        }
                    }
                    else
                    {
                        totalAlreadyDownloaded++;
                    }
                }

                foreach ( var batch in batches )
                {
                    var batchChanges = new List<string>();
                    allBatchChanges.Add( batch.Guid, batchChanges );

                    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 );
                    }

                    if ( initialControlAmounts.ContainsKey( batch.Guid ) )
                    {
                        History.EvaluateChange( batchChanges, "Control Amount", initialControlAmounts[batch.Guid].ToString( "C2" ), batch.ControlAmount.ToString( "C2" ) );
                    }
                }

                rockContext.WrapTransaction( () =>
                {
                    rockContext.SaveChanges();

                    foreach ( var batch in batches )
                    {
                        HistoryService.SaveChanges(
                            rockContext,
                            typeof( FinancialBatch ),
                            Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
                            batch.Id,
                            allBatchChanges[batch.Guid]
                        );

                        foreach ( var transaction in batch.Transactions )
                        {
                            if ( allTxnChanges.ContainsKey( transaction.Guid ) )
                            {
                                HistoryService.SaveChanges(
                                    rockContext,
                                    typeof( FinancialBatch ),
                                    Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
                                    batch.Id,
                                    allTxnChanges[transaction.Guid],
                                    txnPersonNames[transaction.Guid],
                                    typeof( FinancialTransaction ),
                                    transaction.Id
                                );
                            }
                        }
                    }

                    rockContext.SaveChanges();
                } );
            }

            StringBuilder sb = new StringBuilder();
            sb.AppendFormat( "<li>{0} {1} downloaded.</li>", totalPayments.ToString( "N0" ),
                ( totalPayments == 1 ? "payment" : "payments" ) );

            if ( totalAlreadyDownloaded > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString( "N0" ),
                    ( totalAlreadyDownloaded == 1 ? "payment was" : "payments were" ),
                    ( totalAlreadyDownloaded == 1 ? "has" : "have" ) );
            }

            if ( totalNoScheduledTransaction > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} could not be matched to an existing scheduled payment profile.</li>", totalNoScheduledTransaction.ToString( "N0" ),
                    ( totalNoScheduledTransaction == 1 ? "payment" : "payments" ) );
            }

            sb.AppendFormat( "<li>{0} {1} successfully added.</li>", totalAdded.ToString( "N0" ),
                ( totalAdded == 1 ? "payment was" : "payments were" ) );

            foreach ( var batchItem in batchSummary )
            {
                int items = batchItem.Value.Count;
                if (items > 0)
                {
                    var batch = batches
                        .Where( b => b.Guid.Equals( batchItem.Key ) )
                        .FirstOrDefault();

                    string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
                    if ( !string.IsNullOrWhiteSpace( batchUrlFormat ) )
                    {
                        batchName = string.Format( "<a href='{0}'>{1}</a>", string.Format( batchUrlFormat, batch.Id ), batchName );
                    }

                    decimal sum = batchItem.Value.Select( p => p.Amount ).Sum();

                    string summaryformat = items == 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, items.ToString( "N0" ), sum.ToString( "C2" ), batchName );
                }
            }

            return sb.ToString();
        }
        /// <summary>
        /// Processes the confirmation.
        /// </summary>
        /// <param name="errorMessage">The error message.</param>
        /// <returns></returns>
        private bool ProcessConfirmation( out string errorMessage )
        {
            var rockContext = new RockContext();
            if ( string.IsNullOrWhiteSpace( TransactionCode ) )
            {
                GatewayComponent gateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
                if ( gateway == null )
                {
                    errorMessage = "There was a problem creating the payment gateway information";
                    return false;
                }

                Person person = GetPerson( true );
                if ( person == null )
                {
                    errorMessage = "There was a problem creating the person information";
                    return false;
                }

                if ( !person.PrimaryAliasId.HasValue)
                {
                    errorMessage = "There was a problem creating the person's primary alias";
                    return false;
                }

                PaymentInfo paymentInfo = GetPaymentInfo();
                if ( paymentInfo == null )
                {
                    errorMessage = "There was a problem creating the payment information";
                    return false;
                }
                else
                {
                    paymentInfo.FirstName = person.FirstName;
                    paymentInfo.LastName = person.LastName;
                }

                if ( paymentInfo.CreditCardTypeValue != null )
                {
                    CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
                }

                PaymentSchedule schedule = GetSchedule();
                if ( schedule != null )
                {
                    schedule.PersonId = person.Id;

                    var scheduledTransaction = gateway.AddScheduledPayment( schedule, paymentInfo, out errorMessage );
                    if ( scheduledTransaction != null  )
                    {
                        scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
                        scheduledTransaction.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
                        scheduledTransaction.GatewayEntityTypeId = EntityTypeCache.Read( gateway.TypeGuid ).Id;
                        scheduledTransaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
                        scheduledTransaction.CreditCardTypeValueId = CreditCardTypeValueId;

                        var changeSummary = new StringBuilder();
                        changeSummary.AppendFormat( "{0} starting {1}", schedule.TransactionFrequencyValue.Value, schedule.StartDate.ToShortDateString() );
                        changeSummary.AppendLine();
                        changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
                        if (paymentInfo.CreditCardTypeValue != null)
                        {
                            changeSummary.AppendFormat( " - {0}", paymentInfo.CreditCardTypeValue.Value );
                        }
                        changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
                        changeSummary.AppendLine();

                        foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
                        {
                            var transactionDetail = new FinancialScheduledTransactionDetail();
                            transactionDetail.Amount = account.Amount;
                            transactionDetail.AccountId = account.Id;
                            scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
                            changeSummary.AppendFormat( "{0}: {1:C2}", account.Name, account.Amount );
                            changeSummary.AppendLine();
                        }

                        var transactionService = new FinancialScheduledTransactionService( rockContext );
                        transactionService.Add( scheduledTransaction );
                        rockContext.SaveChanges();

                        // Add a note about the change
                        var noteTypeService = new NoteTypeService( rockContext );
                        var noteType = noteTypeService.Get( scheduledTransaction.TypeId, "Note" );

                        var noteService = new NoteService( rockContext );
                        var note = new Note();
                        note.NoteTypeId = noteType.Id;
                        note.EntityId = scheduledTransaction.Id;
                        note.Caption = "Created Transaction";
                        note.Text = changeSummary.ToString();
                        noteService.Add( note );

                        rockContext.SaveChanges();

                        ScheduleId = scheduledTransaction.GatewayScheduleId;
                        TransactionCode = scheduledTransaction.TransactionCode;
                    }
                    else
                    {
                        return false;
                    }
                }
                else
                {
                    var transaction = gateway.Charge( paymentInfo, out errorMessage );
                    if ( transaction != null )
                    {
                        transaction.TransactionDateTime = RockDateTime.Now;
                        transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
                        transaction.GatewayEntityTypeId = gateway.TypeId;
                        transaction.TransactionTypeValueId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ) ).Id;
                        transaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
                        transaction.CreditCardTypeValueId = CreditCardTypeValueId;

                        Guid sourceGuid = Guid.Empty;
                        if ( Guid.TryParse( GetAttributeValue( "Source" ), out sourceGuid ) )
                        {
                            transaction.SourceTypeValueId = DefinedValueCache.Read( sourceGuid ).Id;
                        }

                        foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
                        {
                            var transactionDetail = new FinancialTransactionDetail();
                            transactionDetail.Amount = account.Amount;
                            transactionDetail.AccountId = account.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,
                            gateway.BatchTimeOffset );

                        batch.ControlAmount += transaction.TotalAmount;

                        transaction.BatchId = batch.Id;
                        batch.Transactions.Add( transaction );
                        rockContext.SaveChanges();

                        TransactionCode = transaction.TransactionCode;
                    }
                    else
                    {
                        return false;
                    }
                }

                tdTransactionCodeReceipt.Description = TransactionCode;
                tdTransactionCodeReceipt.Visible = !string.IsNullOrWhiteSpace( TransactionCode );

                tdScheduleId.Description = ScheduleId;
                tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );

                tdNameReceipt.Description = paymentInfo.FullName;
                tdPhoneReceipt.Description = paymentInfo.Phone;
                tdEmailReceipt.Description = paymentInfo.Email;
                tdAddressReceipt.Description = string.Format( "{0} {1}, {2} {3}", paymentInfo.Street1, paymentInfo.City, paymentInfo.State, paymentInfo.PostalCode );

                rptAccountListReceipt.DataSource = SelectedAccounts.Where( a => a.Amount != 0 );
                rptAccountListReceipt.DataBind();

                tdTotalReceipt.Description = paymentInfo.Amount.ToString( "C" );

                tdPaymentMethodReceipt.Description = paymentInfo.CurrencyTypeValue.Description;
                tdAccountNumberReceipt.Description = paymentInfo.MaskedNumber;
                tdWhenReceipt.Description = schedule != null ? schedule.ToString() : "Today";

                // If there was a transaction code returned and this was not already created from a previous saved account,
                // show the option to save the account.
                if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) )
                {
                    cbSaveAccount.Visible = true;
                    pnlSaveAccount.Visible = true;
                    txtSaveAccount.Visible = true;

                    // If current person does not have a login, have them create a username and password
                    phCreateLogin.Visible = !new UserLoginService( rockContext ).GetByPersonId( person.Id ).Any();
                }
                else
                {
                    pnlSaveAccount.Visible = false;
                }

                return true;
            }
            else
            {
                pnlDupWarning.Visible = true;
                divActions.Visible = false;
                errorMessage = string.Empty;
                return false;
            }
        }
Пример #7
0
        /// <summary>
        /// Processes the confirmation.
        /// </summary>
        /// <param name="errorMessage">The error message.</param>
        /// <returns></returns>
        private bool ProcessConfirmation( out string errorMessage )
        {
            if ( string.IsNullOrWhiteSpace( TransactionCode ) )
            {
                GatewayComponent gateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
                if ( gateway == null )
                {
                    errorMessage = "There was a problem creating the payment gateway information";
                    return false;
                }

                Person person = GetPerson( true );
                if ( person == null )
                {
                    errorMessage = "There was a problem creating the person information";
                    return false;
                }

                PaymentInfo paymentInfo = GetPaymentInfo();
                if ( paymentInfo == null )
                {
                    errorMessage = "There was a problem creating the payment information";
                    return false;
                }
                else
                {
                    paymentInfo.FirstName = person.FirstName;
                    paymentInfo.LastName = person.LastName;
                }

                if ( paymentInfo.CreditCardTypeValue != null )
                {
                    CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
                } 

                PaymentSchedule schedule = GetSchedule();
                if ( schedule != null )
                {
                    schedule.PersonId = person.Id;

                    var scheduledTransaction = gateway.AddScheduledPayment( schedule, paymentInfo, out errorMessage );
                    if ( scheduledTransaction != null )
                    {
                        scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
                        scheduledTransaction.AuthorizedPersonId = person.Id;
                        scheduledTransaction.GatewayEntityTypeId = EntityTypeCache.Read( gateway.TypeGuid ).Id;

                        foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
                        {
                            var transactionDetail = new FinancialScheduledTransactionDetail();
                            transactionDetail.Amount = account.Amount;
                            transactionDetail.AccountId = account.Id;
                            scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
                        }

                        var transactionService = new FinancialScheduledTransactionService();
                        transactionService.Add( scheduledTransaction, CurrentPersonId );
                        transactionService.Save( scheduledTransaction, CurrentPersonId );

                        ScheduleId = scheduledTransaction.GatewayScheduleId;
                        TransactionCode = scheduledTransaction.TransactionCode;
                    }
                    else
                    {
                        return false;
                    }
                }
                else
                {
                    var transaction = gateway.Charge( paymentInfo, out errorMessage );
                    if ( transaction != null )
                    {
                        transaction.TransactionDateTime = DateTime.Now;
                        transaction.AuthorizedPersonId = person.Id;
                        transaction.GatewayEntityTypeId = gateway.TypeId;
                        transaction.Amount = paymentInfo.Amount;
                        transaction.TransactionTypeValueId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION)).Id;
                        transaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
                        transaction.CreditCardTypeValueId = CreditCardTypeValueId;

                        Guid sourceGuid = Guid.Empty;
                        if (Guid.TryParse(GetAttributeValue("Source"), out sourceGuid))
                        {
                            transaction.SourceTypeValueId = DefinedValueCache.Read(sourceGuid).Id;
                        }
                        foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
                        {
                            var transactionDetail = new FinancialTransactionDetail();
                            transactionDetail.Amount = account.Amount;
                            transactionDetail.AccountId = account.Id;
                            transaction.TransactionDetails.Add( transactionDetail );
                        }

                        // Get the batch name
                        string ccSuffix = string.Empty;
                        if ( paymentInfo.CreditCardTypeValue != null )
                        {
                            ccSuffix = paymentInfo.CreditCardTypeValue.GetAttributeValue( "BatchNameSuffix" );
                        }
                        if ( string.IsNullOrWhiteSpace( ccSuffix ) )
                        {
                            ccSuffix = paymentInfo.CurrencyTypeValue.Name;
                        }
                        string batchName = GetAttributeValue( "BatchNamePrefix" ).Trim() + " " + ccSuffix;

                        using ( new UnitOfWorkScope() )
                        {
                            var batchService = new FinancialBatchService();
                            var batch = batchService.Queryable()
                                .Where( b =>
                                    b.Status == BatchStatus.Open &&
                                    b.BatchStartDateTime <= transaction.TransactionDateTime &&
                                    b.BatchEndDateTime > transaction.TransactionDateTime &&
                                    b.Name == batchName )
                                .FirstOrDefault();
                            if ( batch == null )
                            {
                                batch = new FinancialBatch();
                                batch.Name = batchName;
                                batch.Status = BatchStatus.Open;
                                batch.BatchStartDateTime = transaction.TransactionDateTime.Value.Date.Add( gateway.BatchTimeOffset );
                                if ( batch.BatchStartDateTime > transaction.TransactionDateTime )
                                {
                                    batch.BatchStartDateTime.Value.AddDays( -1 );
                                }
                                batch.BatchEndDateTime = batch.BatchStartDateTime.Value.AddDays( 1 ).AddMilliseconds( -1 );
                                batch.CreatedByPersonId = person.Id;
                                batchService.Add( batch, CurrentPersonId );
                                batchService.Save( batch, CurrentPersonId );

                                batch = batchService.Get( batch.Id );
                            }

                            batch.ControlAmount += transaction.Amount;
                            batchService.Save( batch, CurrentPersonId );

                            var transactionService = new FinancialTransactionService();
                            transaction.BatchId = batch.Id;
                            transactionService.Add( transaction, CurrentPersonId );
                            transactionService.Save( transaction, CurrentPersonId );
                        }

                        TransactionCode = transaction.TransactionCode;
                    }
                    else
                    {
                        return false;
                    }
                }

                tdTransactionCode.Description = TransactionCode;
                tdTransactionCode.Visible = !string.IsNullOrWhiteSpace( TransactionCode );

                tdScheduleId.Description = ScheduleId;
                tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );

                // If there was a transaction code returned and this was not already created from a previous saved account, 
                // show the option to save the account.
                if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) )
                {
                    cbSaveAccount.Visible = true;
                    pnlSaveAccount.Visible = true;
                    txtSaveAccount.Visible = true;

                    // If current person does not have a login, have them create a username and password
                    phCreateLogin.Visible = !new UserLoginService().GetByPersonId( person.Id ).Any();
                }
                else
                {
                    pnlSaveAccount.Visible = false;
                }

                return true;
            }
            else
            {
                pnlDupWarning.Visible = true;
                errorMessage = string.Empty;
                return false;
            }
        }
Пример #8
0
        /// <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();
                hfBatchId.SetValue( batch.Id );

                // Requery the batch to support EF navigation properties
                var savedBatch = GetBatch( batch.Id );

                ShowReadonlyDetails( savedBatch );
            }
        }
        /// <summary>
        /// Processes the payments and returns a summary in HTML format
        /// </summary>
        /// <param name="gateway">The gateway.</param>
        /// <param name="batchNamePrefix">The batch name prefix.</param>
        /// <param name="payments">The payments.</param>
        /// <param name="batchUrlFormat">The batch URL format.</param>
        /// <param name="receiptEmail">The receipt email.</param>
        /// <param name="failedPaymentEmail">The failed payment email.</param>
        /// <param name="failedPaymentWorkflowType">Type of the failed payment workflow.</param>
        /// <param name="verboseLogging">If <c>true</c> then additional details will be logged.</param>
        /// <returns></returns>
        public static string ProcessPayments(FinancialGateway gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat,
                                             Guid?receiptEmail, Guid?failedPaymentEmail, Guid?failedPaymentWorkflowType, bool verboseLogging)
        {
            int totalPayments          = 0;
            int totalAlreadyDownloaded = 0;

            // If there is a payment without a transaction, but has one of the following status, don't report it as a 'unmatched' transaction.
            // If they have one of these statuses, and can't be matched, the user probably closed the browser or walked away before completing the transaction.
            string[] ignorableUnMatchedStatuses = new string[2] {
                "in_progress", "abandoned"
            };

            List <Payment> paymentsWithoutTransaction = new List <Payment>();
            int            totalAdded         = 0;
            int            totalReversals     = 0;
            int            totalFailures      = 0;
            int            totalStatusChanges = 0;

            var batchSummary = new Dictionary <Guid, List <Decimal> >();

            var newTransactionsForReceiptEmails = new List <FinancialTransaction>();

            var failedPayments = new List <FinancialTransaction>();

            var contributionTxnType = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid());

            int?defaultAccountId = null;

            using (var rockContext2 = new RockContext())
            {
                defaultAccountId = new FinancialAccountService(rockContext2).Queryable()
                                   .Where(a =>
                                          a.IsActive &&
                                          !a.ParentAccountId.HasValue &&
                                          (!a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now) &&
                                          (!a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now)
                                          )
                                   .OrderBy(a => a.Order)
                                   .Select(a => a.Id)
                                   .FirstOrDefault();
            }

            var batchTxnChanges         = new Dictionary <Guid, List <string> >();
            var batchBatchChanges       = new Dictionary <Guid, List <string> >();
            var scheduledTransactionIds = new List <int>();
            List <FinancialTransaction> transactionsWithAttributes = new List <FinancialTransaction>();

            foreach (var payment in payments.Where(p => p.Amount > 0.0M))
            {
                using (var rockContext = new RockContext())
                {
                    totalPayments++;

                    var financialTransactionService = new FinancialTransactionService(rockContext);

                    FinancialTransaction        originalTxn = null;
                    List <FinancialTransaction> txns        = null;

                    // Find existing payments with same transaction code as long as it is not blank.
                    if (payment.TransactionCode.IsNotNullOrWhiteSpace())
                    {
                        txns = financialTransactionService
                               .Queryable("TransactionDetails")
                               .Where(t =>
                                      t.FinancialGatewayId.HasValue &&
                                      t.FinancialGatewayId.Value == gateway.Id &&
                                      t.TransactionCode == payment.TransactionCode)
                               .ToList();

                        originalTxn = txns.Any() ? txns.OrderBy(t => t.Id).First() : null;
                    }

                    FinancialScheduledTransaction scheduledTransaction = null;

                    // We don't want to match a blank schedule ID, so if we don't have one then scheduledTransaction will stay NULL
                    if (payment.GatewayScheduleId.IsNotNullOrWhiteSpace())
                    {
                        scheduledTransaction = new FinancialScheduledTransactionService(rockContext).GetByScheduleId(payment.GatewayScheduleId, gateway.Id);
                    }

                    // Calculate whether a transaction needs to be added
                    var txnAmount = CalculateTransactionAmount(payment, txns);
                    if (txnAmount != 0.0M || (payment.IsFailure && originalTxn == null && scheduledTransaction != null))
                    {
                        // Verify that the payment is for an existing scheduled transaction, or has the same transaction code as an existing payment
                        if (scheduledTransaction != null || originalTxn != null)
                        {
                            var transaction = new FinancialTransaction();
                            transaction.Guid                   = Guid.NewGuid();
                            transaction.TransactionCode        = payment.TransactionCode;
                            transaction.TransactionDateTime    = payment.TransactionDateTime;
                            transaction.Status                 = payment.Status;
                            transaction.IsSettled              = payment.IsSettled;
                            transaction.SettledGroupId         = payment.SettledGroupId;
                            transaction.SettledDate            = payment.SettledDate;
                            transaction.StatusMessage          = payment.StatusMessage;
                            transaction.FinancialPaymentDetail = new FinancialPaymentDetail();

                            if (payment.ForeignKey.IsNotNullOrWhiteSpace())
                            {
                                transaction.ForeignKey = payment.ForeignKey;
                            }

                            FinancialPaymentDetail    financialPaymentDetail = null;
                            List <ITransactionDetail> originalTxnDetails     = new List <ITransactionDetail>();

                            if (scheduledTransaction != null)
                            {
                                scheduledTransactionIds.Add(scheduledTransaction.Id);
                                if (payment.ScheduleActive.HasValue)
                                {
                                    scheduledTransaction.IsActive = payment.ScheduleActive.Value;
                                }

                                transaction.ScheduledTransactionId  = scheduledTransaction.Id;
                                transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
                                transaction.SourceTypeValueId       = scheduledTransaction.SourceTypeValueId;
                                financialPaymentDetail = scheduledTransaction.FinancialPaymentDetail;
                                scheduledTransaction.ScheduledTransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
                            }
                            else
                            {
                                transaction.AuthorizedPersonAliasId = originalTxn.AuthorizedPersonAliasId;
                                transaction.SourceTypeValueId       = originalTxn.SourceTypeValueId;
                                financialPaymentDetail = originalTxn.FinancialPaymentDetail;
                                originalTxn.TransactionDetails.ToList().ForEach(d => originalTxnDetails.Add(d));
                            }

                            transaction.FinancialGatewayId     = gateway.Id;
                            transaction.TransactionTypeValueId = contributionTxnType.Id;

                            if (txnAmount < 0.0M)
                            {
                                transaction.Summary = "Reversal created for previous transaction(s) to correct the total transaction amount." + Environment.NewLine;
                            }

                            // Set the attributes of the transaction
                            if (payment.Attributes != null && payment.Attributes.Count > 0)
                            {
                                transaction.LoadAttributes();
                                foreach (var attribute in payment.Attributes)
                                {
                                    transaction.SetAttributeValue(attribute.Key, attribute.Value);
                                }
                                transactionsWithAttributes.Add(transaction);
                            }

                            var currencyTypeValue   = payment.CurrencyTypeValue;
                            var creditCardTypevalue = payment.CreditCardTypeValue;

                            if (financialPaymentDetail != null)
                            {
                                if (currencyTypeValue == null && financialPaymentDetail.CurrencyTypeValueId.HasValue)
                                {
                                    currencyTypeValue = DefinedValueCache.Get(financialPaymentDetail.CurrencyTypeValueId.Value);
                                }

                                if (creditCardTypevalue == null && financialPaymentDetail.CreditCardTypeValueId.HasValue)
                                {
                                    creditCardTypevalue = DefinedValueCache.Get(financialPaymentDetail.CreditCardTypeValueId.Value);
                                }

                                transaction.FinancialPaymentDetail.AccountNumberMasked = financialPaymentDetail.AccountNumberMasked;
                                transaction.FinancialPaymentDetail.NameOnCard          = financialPaymentDetail.NameOnCard;
                                transaction.FinancialPaymentDetail.ExpirationMonth     = financialPaymentDetail.ExpirationMonth;
                                transaction.FinancialPaymentDetail.ExpirationYear      = financialPaymentDetail.ExpirationYear;
                                transaction.FinancialPaymentDetail.BillingLocationId   = financialPaymentDetail.BillingLocationId;
                                if (financialPaymentDetail.GatewayPersonIdentifier.IsNullOrWhiteSpace())
                                {
                                    // if Rock doesn't have the GatewayPersonIdentifier, get it from the downloaded payment (if it has a value)
                                    transaction.FinancialPaymentDetail.GatewayPersonIdentifier = payment.GatewayPersonIdentifier;
                                }
                                else
                                {
                                    transaction.FinancialPaymentDetail.GatewayPersonIdentifier = financialPaymentDetail.GatewayPersonIdentifier;
                                }

                                transaction.FinancialPaymentDetail.FinancialPersonSavedAccountId = financialPaymentDetail.FinancialPersonSavedAccountId;
                            }

                            if (currencyTypeValue != null)
                            {
                                transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
                            }
                            if (creditCardTypevalue != null)
                            {
                                transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
                            }

                            // Try to allocate the amount of the transaction based on the current scheduled transaction accounts
                            decimal remainingAmount = Math.Abs(txnAmount);
                            foreach (var detail in originalTxnDetails.Where(d => d.Amount != 0.0M))
                            {
                                if (remainingAmount <= 0.0M)
                                {
                                    // If there's no amount left, break out of details
                                    break;
                                }

                                var transactionDetail = new FinancialTransactionDetail();
                                transactionDetail.AccountId         = detail.AccountId;
                                transactionDetail.EntityTypeId      = detail.EntityTypeId;
                                transactionDetail.EntityId          = detail.EntityId;
                                transactionDetail.FeeCoverageAmount = detail.FeeCoverageAmount;

                                if (detail.Amount <= remainingAmount)
                                {
                                    // If the configured amount for this account is less than or equal to the remaining
                                    // amount, allocate the configured amount
                                    transactionDetail.Amount = detail.Amount;
                                    remainingAmount         -= detail.Amount;
                                }
                                else
                                {
                                    // If the configured amount is greater than the remaining amount, only allocate
                                    // the remaining amount
                                    transaction.Summary      += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
                                    transactionDetail.Amount  = remainingAmount;
                                    transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
                                    remainingAmount           = 0.0M;
                                }

                                transaction.TransactionDetails.Add(transactionDetail);
                            }

                            // If there's still amount left after allocating based on current config, add the remainder
                            // to the account that was configured for the most amount
                            if (remainingAmount > 0.0M)
                            {
                                transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
                                var transactionDetail = transaction.TransactionDetails
                                                        .OrderByDescending(d => d.Amount)
                                                        .FirstOrDefault();
                                if (transactionDetail == null && defaultAccountId.HasValue)
                                {
                                    transactionDetail           = new FinancialTransactionDetail();
                                    transactionDetail.AccountId = defaultAccountId.Value;
                                    transaction.TransactionDetails.Add(transactionDetail);
                                }
                                if (transactionDetail != null)
                                {
                                    transactionDetail.Amount += remainingAmount;
                                    transactionDetail.Summary = "Note: Extra amount was applied to this account.";
                                }
                            }

                            // If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
                            if (txnAmount < 0.0M)
                            {
                                foreach (var txnDetail in transaction.TransactionDetails)
                                {
                                    txnDetail.Amount = 0 - txnDetail.Amount;
                                }
                            }

                            // Get the batch
                            var batchService = new FinancialBatchService(rockContext);
                            var batch        = batchService.Get(
                                batchNamePrefix,
                                string.Empty,
                                currencyTypeValue,
                                creditCardTypevalue,
                                transaction.TransactionDateTime.Value,
                                gateway.GetBatchTimeOffset(),
                                gateway.BatchDayOfWeek);

                            if (batch.Id == 0)
                            {
                                // get a batch Id
                                rockContext.SaveChanges();
                            }

                            transaction.BatchId = batch.Id;
                            financialTransactionService.Add(transaction);
                            batchService.IncrementControlAmount(batch.Id, transaction.TotalAmount, null);

                            if (receiptEmail.HasValue && txnAmount > 0.0M)
                            {
                                newTransactionsForReceiptEmails.Add(transaction);
                            }

                            if (
                                payment.IsFailure &&
                                (
                                    (txnAmount == 0.0M && scheduledTransaction != null && originalTxn == null) ||
                                    (txnAmount < 0.0M && originalTxn != null)
                                ))
                            {
                                failedPayments.Add(transaction);
                            }

                            // Add summary
                            if (!batchSummary.ContainsKey(batch.Guid))
                            {
                                batchSummary.Add(batch.Guid, new List <Decimal>());
                            }
                            batchSummary[batch.Guid].Add(txnAmount);

                            totalAdded++;

                            if (txnAmount < 0.0M)
                            {
                                totalReversals++;
                            }
                            else if (txnAmount == 0.0M)
                            {
                                totalFailures++;
                            }
                        }
                        else
                        {
                            // If the payment can't be matched (and we aren't ignoring it due to its status), add it to the payment without a transactions that we'll report.
                            if (!ignorableUnMatchedStatuses.Contains(payment.Status, System.StringComparer.OrdinalIgnoreCase))
                            {
                                paymentsWithoutTransaction.Add(payment);
                            }
                        }
                    }
                    else
                    {
                        totalAlreadyDownloaded++;
                    }

                    if (txns != null)
                    {
                        foreach (var txn in txns
                                 .Where(t =>
                                        t.Status != payment.Status ||
                                        t.StatusMessage != payment.StatusMessage ||
                                        t.IsSettled != payment.IsSettled ||
                                        t.SettledGroupId != payment.SettledGroupId ||
                                        t.SettledDate != payment.SettledDate))
                        {
                            txn.IsSettled      = payment.IsSettled;
                            txn.SettledGroupId = payment.SettledGroupId;
                            txn.SettledDate    = payment.SettledDate;
                            txn.Status         = payment.Status;
                            txn.StatusMessage  = payment.StatusMessage;
                            totalStatusChanges++;
                        }
                    }

                    rockContext.SaveChanges();
                }
            }
            if (transactionsWithAttributes.Count > 0)
            {
                foreach (var transaction in transactionsWithAttributes)
                {
                    using (var rockContext3 = new RockContext())
                    {
                        transaction.SaveAttributeValues(rockContext3);
                        rockContext3.SaveChanges();
                    }
                }
            }

            // Queue a transaction to update the status of all affected scheduled transactions
            var updatePaymentStatusTxn = new UpdatePaymentStatusTransaction(gateway.Id, scheduledTransactionIds);

            RockQueue.TransactionQueue.Enqueue(updatePaymentStatusTxn);

            if (receiptEmail.HasValue && newTransactionsForReceiptEmails.Any())
            {
                // Queue a transaction to send receipts
                var newTransactionIds      = newTransactionsForReceiptEmails.Select(t => t.Id).ToList();
                var sendPaymentReceiptsTxn = new SendPaymentReceipts(receiptEmail.Value, newTransactionIds);
                RockQueue.TransactionQueue.Enqueue(sendPaymentReceiptsTxn);
            }

            // Queue transactions to launch failed payment workflow
            if (failedPayments.Any())
            {
                if (failedPaymentEmail.HasValue)
                {
                    // Queue a transaction to send payment failure
                    var newTransactionIds     = failedPayments.Select(t => t.Id).ToList();
                    var sendPaymentFailureTxn = new SendPaymentReceipts(failedPaymentEmail.Value, newTransactionIds);
                    RockQueue.TransactionQueue.Enqueue(sendPaymentFailureTxn);
                }

                if (failedPaymentWorkflowType.HasValue)
                {
                    // Queue a transaction to launch workflow
                    var workflowDetails    = failedPayments.Select(p => new LaunchWorkflowDetails(p)).ToList();
                    var launchWorkflowsTxn = new LaunchWorkflowsTransaction(failedPaymentWorkflowType.Value, workflowDetails);
                    RockQueue.TransactionQueue.Enqueue(launchWorkflowsTxn);
                }
            }

            StringBuilder sb = new StringBuilder();

            sb.AppendFormat("<li>{0} {1} downloaded.</li>", totalPayments.ToString("N0"),
                            (totalPayments == 1 ? "payment" : "payments"));

            if (totalAlreadyDownloaded > 0)
            {
                sb.AppendFormat("<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString("N0"),
                                (totalAlreadyDownloaded == 1 ? "payment was" : "payments were"),
                                (totalAlreadyDownloaded == 1 ? "has" : "have"));
            }

            if (totalStatusChanges > 0)
            {
                sb.AppendFormat("<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString("N0"),
                                (totalStatusChanges == 1 ? "payment was" : "payments were"));
            }

            if (paymentsWithoutTransaction.Any())
            {
                var scheduledPaymentList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNotNullOrWhiteSpace()).Select(a => a.GatewayScheduleId).ToList();
                if (scheduledPaymentList.Any())
                {
                    if (verboseLogging)
                    {
                        sb.Append($@"<li>The following {scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile:
<pre>{scheduledPaymentList.AsDelimited( "\n" )}</pre>
</li>");
                    }
                    else
                    {
                        sb.Append($"<li>{scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile.</li>");
                    }
                }

                var previousTransactionList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNullOrWhiteSpace()).Select(a => a.TransactionCode).ToList();

                if (previousTransactionList.Any())
                {
                    if (verboseLogging)
                    {
                        sb.Append($@"<li>The following {previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction:
<pre>{previousTransactionList.AsDelimited( "\n" )}</pre>
</li>");
                    }
                    else
                    {
                        sb.Append($"<li>{previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction.</li>");
                    }
                }
            }

            sb.AppendFormat("<li>{0} {1} added.</li>", totalAdded.ToString("N0"),
                            (totalAdded == 1 ? "new payment was" : "new payments were"));

            if (totalReversals > 0)
            {
                sb.AppendFormat("<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString("N0"),
                                (totalReversals == 1 ? "payment was" : "payments were"));
            }

            if (totalFailures > 0)
            {
                sb.AppendFormat("<li>{0} {1} recorded as a failed transaction.</li>", totalFailures.ToString("N0"),
                                (totalFailures == 1 ? "payment was" : "payments were"));
            }

            using (var rockContext = new RockContext())
            {
                var batches = new FinancialBatchService(rockContext)
                              .Queryable().AsNoTracking()
                              .Where(b => batchSummary.Keys.Contains(b.Guid))
                              .ToList();

                foreach (var batchItem in batchSummary)
                {
                    int items = batchItem.Value.Count;
                    if (items > 0)
                    {
                        var batch = batches
                                    .Where(b => b.Guid.Equals(batchItem.Key))
                                    .FirstOrDefault();

                        string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
                        if (!string.IsNullOrWhiteSpace(batchUrlFormat))
                        {
                            batchName = string.Format("<a href='{0}'>{1}</a>", string.Format(batchUrlFormat, batch.Id), batchName);
                        }

                        decimal sum = batchItem.Value.Sum();

                        string summaryformat = items == 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, items.ToString("N0"), sum.FormatAsCurrency(), batchName);
                    }
                }
            }

            return(sb.ToString());
        }
Пример #10
0
        private void SaveTransaction( FinancialGateway financialGateway, GatewayComponent gateway, Person person, PaymentInfo paymentInfo, FinancialTransaction transaction, RockContext rockContext )
        {
            var txnChanges = new List<string>();
            txnChanges.Add( "Created Transaction" );

            History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

            transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
            History.EvaluateChange( txnChanges, "Person", string.Empty, person.FullName );

            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 = paymentInfo.Comment1;
            History.EvaluateChange( txnChanges, "Summary", string.Empty, transaction.Summary );

            if ( transaction.FinancialPaymentDetail == null )
            {
                transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
            }
            transaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, 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 account in SelectedAccounts.Where( a => a.Amount > 0 ) )
            {
                var transactionDetail = new FinancialTransactionDetail();
                transactionDetail.Amount = account.Amount;
                transactionDetail.AccountId = account.Id;
                transaction.TransactionDetails.Add( transactionDetail );
                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" ),
                paymentInfo.CurrencyTypeValue,
                paymentInfo.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.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,
                person.FullName,
                typeof( FinancialTransaction ),
                transaction.Id
            );

            SendReceipt( transaction.Id );

            TransactionCode = transaction.TransactionCode;
        }
Пример #11
0
        /// <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;
                    }

                    rockContext.WrapTransaction( () =>
                    {
                        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();
        }
Пример #12
0
        /// <summary>
        /// Processes the payments.
        /// </summary>
        /// <param name="gateway">The gateway.</param>
        /// <param name="batchNamePrefix">The batch name prefix.</param>
        /// <param name="payments">The payments.</param>
        /// <param name="batchUrlFormat">The batch URL format.</param>
        /// <returns></returns>
        public static string ProcessPayments(GatewayComponent gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat = "")
        {
            int totalPayments               = 0;
            int totalAlreadyDownloaded      = 0;
            int totalNoScheduledTransaction = 0;
            int totalAdded = 0;

            var batches      = new List <FinancialBatch>();
            var batchSummary = new Dictionary <Guid, List <Payment> >();

            var rockContext         = new RockContext();
            var accountService      = new FinancialAccountService(rockContext);
            var txnService          = new FinancialTransactionService(rockContext);
            var batchService        = new FinancialBatchService(rockContext);
            var scheduledTxnService = new FinancialScheduledTransactionService(rockContext);

            var contributionTxnTypeId = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()).Id;

            var defaultAccount = accountService.Queryable()
                                 .Where(a =>
                                        a.IsActive &&
                                        !a.ParentAccountId.HasValue &&
                                        (!a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now) &&
                                        (!a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now)
                                        )
                                 .OrderBy(a => a.Order)
                                 .FirstOrDefault();

            foreach (var payment in payments.Where(p => p.Amount > 0.0M))
            {
                totalPayments++;

                // Only consider transactions that have not already been added
                if (txnService.GetByTransactionCode(payment.TransactionCode) == null)
                {
                    var scheduledTransaction = scheduledTxnService.GetByScheduleId(payment.GatewayScheduleId);
                    if (scheduledTransaction != null)
                    {
                        scheduledTransaction.IsActive = payment.ScheduleActive;

                        var transaction = new FinancialTransaction();
                        transaction.TransactionCode         = payment.TransactionCode;
                        transaction.TransactionDateTime     = payment.TransactionDateTime;
                        transaction.ScheduledTransactionId  = scheduledTransaction.Id;
                        transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
                        transaction.GatewayEntityTypeId     = gateway.TypeId;
                        transaction.TransactionTypeValueId  = contributionTxnTypeId;

                        var currencyTypeValue = payment.CurrencyTypeValue;
                        if (currencyTypeValue == null && scheduledTransaction.CurrencyTypeValueId.HasValue)
                        {
                            currencyTypeValue = DefinedValueCache.Read(scheduledTransaction.CurrencyTypeValueId.Value);
                        }
                        if (currencyTypeValue != null)
                        {
                            transaction.CurrencyTypeValueId = currencyTypeValue.Id;
                        }

                        var creditCardTypevalue = payment.CreditCardTypeValue;
                        if (creditCardTypevalue == null && scheduledTransaction.CreditCardTypeValueId.HasValue)
                        {
                            creditCardTypevalue = DefinedValueCache.Read(scheduledTransaction.CreditCardTypeValueId.Value);
                        }
                        if (creditCardTypevalue != null)
                        {
                            transaction.CreditCardTypeValueId = creditCardTypevalue.Id;
                        }

                        //transaction.SourceTypeValueId = DefinedValueCache.Read( sourceGuid ).Id;

                        // Try to allocate the amount of the transaction based on the current scheduled transaction accounts
                        decimal remainingAmount = payment.Amount;
                        foreach (var detail in scheduledTransaction.ScheduledTransactionDetails.Where(d => d.Amount != 0.0M))
                        {
                            var transactionDetail = new FinancialTransactionDetail();
                            transactionDetail.AccountId = detail.AccountId;

                            if (detail.Amount <= remainingAmount)
                            {
                                // If the configured amount for this account is less than or equal to the remaining
                                // amount, allocate the configured amount
                                transactionDetail.Amount = detail.Amount;
                                remainingAmount         -= detail.Amount;
                            }
                            else
                            {
                                // If the configured amount is greater than the remaining amount, only allocate
                                // the remaining amount
                                transaction.Summary = "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
                                detail.Amount       = remainingAmount;
                                detail.Summary      = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
                                remainingAmount     = 0.0M;
                            }

                            transaction.TransactionDetails.Add(transactionDetail);

                            if (remainingAmount <= 0.0M)
                            {
                                // If there's no amount left, break out of details
                                break;
                            }
                        }

                        // If there's still amount left after allocating based on current config, add the remainder
                        // to the account that was configured for the most amount
                        if (remainingAmount > 0.0M)
                        {
                            transaction.Summary = "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
                            var transactionDetail = transaction.TransactionDetails
                                                    .OrderByDescending(d => d.Amount)
                                                    .First();
                            if (transactionDetail == null && defaultAccount != null)
                            {
                                transactionDetail           = new FinancialTransactionDetail();
                                transactionDetail.AccountId = defaultAccount.Id;
                            }
                            if (transactionDetail != null)
                            {
                                transactionDetail.Amount += remainingAmount;
                                transactionDetail.Summary = "Note: Extra amount was applied to this account.";
                            }
                        }

                        // Get the batch
                        var batch = batchService.Get(
                            batchNamePrefix,
                            currencyTypeValue,
                            creditCardTypevalue,
                            transaction.TransactionDateTime.Value,
                            gateway.BatchTimeOffset,
                            batches);

                        batch.ControlAmount += transaction.TotalAmount;
                        batch.Transactions.Add(transaction);

                        // Add summary
                        if (!batchSummary.ContainsKey(batch.Guid))
                        {
                            batchSummary.Add(batch.Guid, new List <Payment>());
                        }
                        batchSummary[batch.Guid].Add(payment);

                        totalAdded++;
                    }
                    else
                    {
                        totalNoScheduledTransaction++;
                    }
                }
                else
                {
                    totalAlreadyDownloaded++;
                }
            }

            rockContext.SaveChanges();

            StringBuilder sb = new StringBuilder();

            sb.AppendFormat("<li>{0} {1} downloaded.</li>", totalPayments.ToString("N0"),
                            (totalPayments == 1 ? "payment" : "payments"));

            if (totalAlreadyDownloaded > 0)
            {
                sb.AppendFormat("<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString("N0"),
                                (totalAlreadyDownloaded == 1 ? "payment was" : "payments were"),
                                (totalAlreadyDownloaded == 1 ? "has" : "have"));
            }

            if (totalNoScheduledTransaction > 0)
            {
                sb.AppendFormat("<li>{0} {1} could not be matched to an existing scheduled payment profile.</li>", totalNoScheduledTransaction.ToString("N0"),
                                (totalNoScheduledTransaction == 1 ? "payment" : "payments"));
            }

            sb.AppendFormat("<li>{0} {1} successfully added.</li>", totalAdded.ToString("N0"),
                            (totalAdded == 1 ? "payment was" : "payments were"));

            foreach (var batchItem in batchSummary)
            {
                int items = batchItem.Value.Count;
                if (items > 0)
                {
                    var batch = batches
                                .Where(b => b.Guid.Equals(batchItem.Key))
                                .FirstOrDefault();

                    string batchName = string.Format("'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString("d"));
                    if (!string.IsNullOrWhiteSpace(batchUrlFormat))
                    {
                        batchName = string.Format("<a href='{0}'>{1}</a>", string.Format(batchUrlFormat, batch.Id), batchName);
                    }

                    decimal sum = batchItem.Value.Select(p => p.Amount).Sum();


                    string summaryformat = items == 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, items.ToString("N0"), sum.ToString("C2"), batchName);
                }
            }

            return(sb.ToString());
        }
        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();
        }
Пример #14
0
        private bool SaveTransaction( GatewayComponent gateway, Registration registration, FinancialTransaction transaction, PaymentInfo paymentInfo, RockContext rockContext )
        {
            if ( transaction != null )
            {
                var txnChanges = new List<string>();
                txnChanges.Add( "Created Transaction" );

                History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

                transaction.AuthorizedPersonAliasId = registration.PersonAliasId;

                transaction.TransactionDateTime = RockDateTime.Now;
                History.EvaluateChange( txnChanges, "Date/Time", null, transaction.TransactionDateTime );

                transaction.FinancialGatewayId = RegistrationTemplate.FinancialGatewayId;
                History.EvaluateChange( txnChanges, "Gateway", string.Empty, RegistrationTemplate.FinancialGateway.Name );

                var txnType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION ) );
                transaction.TransactionTypeValueId = txnType.Id;
                History.EvaluateChange( txnChanges, "Type", string.Empty, txnType.Value );

                if ( transaction.FinancialPaymentDetail == null )
                {
                    transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                }

                DefinedValueCache currencyType = null;
                DefinedValueCache creditCardType = null;

                if ( paymentInfo != null )
                {
                    transaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext, txnChanges );
                    currencyType = paymentInfo.CurrencyTypeValue;
                    creditCardType = paymentInfo.CreditCardTypeValue;
                }

                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 );
                    }
                }

                transaction.Summary = registration.GetSummary( RegistrationInstanceState );

                var transactionDetail = new FinancialTransactionDetail();
                transactionDetail.Amount = RegistrationState.PaymentAmount ?? 0.0m;
                transactionDetail.AccountId = RegistrationInstanceState.AccountId.Value;
                transactionDetail.EntityTypeId = EntityTypeCache.Read( typeof( Rock.Model.Registration ) ).Id;
                transactionDetail.EntityId = registration.Id;
                transaction.TransactionDetails.Add( transactionDetail );

                History.EvaluateChange( txnChanges, RegistrationInstanceState.Account.Name, 0.0M.FormatAsCurrency(), transactionDetail.Amount.FormatAsCurrency() );

                var batchChanges = new List<string>();

                rockContext.WrapTransaction( () =>
                {
                    var batchService = new FinancialBatchService( rockContext );

                    // determine batch prefix
                    string batchPrefix = string.Empty;
                    if ( !string.IsNullOrWhiteSpace( RegistrationTemplate.BatchNamePrefix ) )
                    {
                        batchPrefix = RegistrationTemplate.BatchNamePrefix;
                    }
                    else
                    {
                        batchPrefix = GetAttributeValue( "BatchNamePrefix" );
                    }

                    // Get the batch
                    var batch = batchService.Get(
                        batchPrefix,
                        currencyType,
                        creditCardType,
                        transaction.TransactionDateTime.Value,
                        RegistrationTemplate.FinancialGateway.GetBatchTimeOffset() );

                    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.SaveChanges();
                } );

                if ( transaction.BatchId.HasValue )
                {
                    Task.Run( () =>
                        HistoryService.SaveChanges(
                            new RockContext(),
                            typeof( FinancialBatch ),
                            Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
                            transaction.BatchId.Value,
                            batchChanges, true, CurrentPersonAliasId )
                    );

                    Task.Run( () =>
                        HistoryService.SaveChanges(
                            new RockContext(),
                            typeof( FinancialBatch ),
                            Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
                            transaction.BatchId.Value,
                            txnChanges,
                            CurrentPerson != null ? CurrentPerson.FullName : string.Empty,
                            typeof( FinancialTransaction ),
                            transaction.Id, true, CurrentPersonAliasId )
                    );
                }

                List<string> registrationChanges = new List<string>();
                registrationChanges.Add( string.Format( "Made {0} payment", transaction.TotalAmount.FormatAsCurrency() ) );
                Task.Run( () =>
                    HistoryService.SaveChanges(
                        new RockContext(),
                        typeof( Registration ),
                        Rock.SystemGuid.Category.HISTORY_EVENT_REGISTRATION.AsGuid(),
                        registration.Id,
                        registrationChanges, true, CurrentPersonAliasId )
                );

                TransactionCode = transaction.TransactionCode;

                return true;
            }
            else
            {
                return false;
            }
        }
Пример #15
0
        /// <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 );
        }
Пример #16
0
 /// <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 );
 }
Пример #17
0
        /// <summary>
        /// Processes the payment.
        /// </summary>
        /// <param name="submitToGateway">if set to <c>true</c> [submit to gateway].</param>
        /// <param name="rockContext">The rock context.</param>
        /// <param name="registration">The registration.</param>
        /// <param name="personAliasId">The person alias identifier.</param>
        /// <param name="amount">The amount.</param>
        /// <param name="errorMessage">The error message.</param>
        /// <returns></returns>
        private bool ProcessPayment( bool submitToGateway, RockContext rockContext, Registration registration, int? personAliasId, decimal amount, out string errorMessage )
        {
            FinancialTransaction transaction = null;

            var txnChanges = new List<string>();
            txnChanges.Add( "Created Transaction" );

            var registrationChanges = new List<string>();

            DefinedValueCache dvCurrencyType = null;
            DefinedValueCache dvCredCardType = null;

            if ( submitToGateway )
            {
                GatewayComponent gateway = null;
                if ( RegistrationTemplateState != null && RegistrationTemplateState.FinancialGateway != null )
                {
                    gateway = RegistrationTemplateState.FinancialGateway.GetGatewayComponent();
                }

                if ( gateway == null )
                {
                    errorMessage = "There was a problem creating the payment gateway information";
                    return false;
                }

                if ( registration == null || registration.RegistrationInstance == null || !registration.RegistrationInstance.AccountId.HasValue || registration.RegistrationInstance.Account == null )
                {
                    errorMessage = "There was a problem with the account configuration for this registration.";
                    return false;
                }

                var paymentInfo = new CreditCardPaymentInfo( txtCreditCard.Text, txtCVV.Text, mypExpiration.SelectedDate.Value );
                paymentInfo.NameOnCard = gateway != null && gateway.SplitNameOnCard ? txtCardFirstName.Text : txtCardName.Text;
                paymentInfo.LastNameOnCard = txtCardLastName.Text;

                paymentInfo.BillingStreet1 = acBillingAddress.Street1;
                paymentInfo.BillingStreet2 = acBillingAddress.Street2;
                paymentInfo.BillingCity = acBillingAddress.City;
                paymentInfo.BillingState = acBillingAddress.State;
                paymentInfo.BillingPostalCode = acBillingAddress.PostalCode;
                paymentInfo.BillingCountry = acBillingAddress.Country;

                paymentInfo.Amount = amount;
                paymentInfo.Email = registration.ConfirmationEmail;

                paymentInfo.FirstName = registration.FirstName;
                paymentInfo.LastName = registration.LastName;

                paymentInfo.Comment1 = string.Format( "{0} ({1})", registration.RegistrationInstance.Name, registration.RegistrationInstance.Account.GlCode );

                transaction = gateway.Charge( RegistrationTemplateState.FinancialGateway, paymentInfo, out errorMessage );
                if ( transaction != null )
                {
                    transaction.FinancialGatewayId = RegistrationTemplateState.FinancialGatewayId;
                    if ( transaction.FinancialPaymentDetail == null )
                    {
                        transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                    }
                    transaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext, txnChanges );

                    dvCurrencyType = paymentInfo.CurrencyTypeValue;
                    dvCredCardType = paymentInfo.CreditCardTypeValue;

                    registrationChanges.Add( string.Format( "Processed payment of {0}.", amount.FormatAsCurrency() ) );
                }
            }
            else
            {
                errorMessage = string.Empty;
                transaction = new FinancialTransaction();
                transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                transaction.FinancialPaymentDetail.CurrencyTypeValueId = ddlCurrencyType.SelectedValueAsInt();
                transaction.FinancialPaymentDetail.CreditCardTypeValueId = ddlCreditCardType.SelectedValueAsInt();
                transaction.TransactionCode = tbTransactionCode.Text;

                registrationChanges.Add( string.Format( "Manually added payment of {0}.", amount.FormatAsCurrency() ) );
            }

            if ( transaction != null )
            {
                transaction.Summary = tbSummary.Text;

                History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

                transaction.AuthorizedPersonAliasId = personAliasId;

                transaction.TransactionDateTime = RockDateTime.Now;
                History.EvaluateChange( txnChanges, "Date/Time", null, transaction.TransactionDateTime );

                if ( transaction.FinancialGatewayId.HasValue )
                {
                    History.EvaluateChange( txnChanges, "Gateway", string.Empty, RegistrationTemplateState.FinancialGateway.Name );
                }

                var txnType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION ) );
                transaction.TransactionTypeValueId = txnType.Id;
                History.EvaluateChange( txnChanges, "Type", string.Empty, txnType.Value );

                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 );
                    }
                }

                var transactionDetail = new FinancialTransactionDetail();
                transactionDetail.Amount = amount;
                transactionDetail.AccountId = registration.RegistrationInstance.AccountId.Value;
                transactionDetail.EntityTypeId = EntityTypeCache.Read( typeof( Rock.Model.Registration ) ).Id;
                transactionDetail.EntityId = registration.Id;
                transaction.TransactionDetails.Add( transactionDetail );

                History.EvaluateChange( txnChanges, registration.RegistrationInstance.Account.Name, 0.0M.FormatAsCurrency(), transactionDetail.Amount.FormatAsCurrency() );

                var batchService = new FinancialBatchService( rockContext );

                // Get the batch
                var batch = batchService.Get(
                    GetAttributeValue( "BatchNamePrefix" ),
                    dvCurrencyType,
                    dvCredCardType,
                    transaction.TransactionDateTime.Value,
                    RegistrationTemplateState.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.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,
                    CurrentPerson != null ? CurrentPerson.FullName : string.Empty,
                    typeof( FinancialTransaction ),
                    transaction.Id
                );

                HistoryService.SaveChanges(
                    rockContext,
                    typeof( Registration ),
                    Rock.SystemGuid.Category.HISTORY_EVENT_REGISTRATION.AsGuid(),
                    registration.Id,
                    registrationChanges
                );

                return true;
            }
            else
            {
                return false;
            }
        }
        /// <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();
        }
Пример #19
0
        /// <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 );

                    // 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>
        /// Processes the payments.
        /// </summary>
        /// <param name="gateway">The gateway.</param>
        /// <param name="batchNamePrefix">The batch name prefix.</param>
        /// <param name="payments">The payments.</param>
        /// <param name="batchUrlFormat">The batch URL format.</param>
        /// <param name="receiptEmail">The receipt email.</param>
        /// <returns></returns>
        public static string ProcessPayments( FinancialGateway gateway, string batchNamePrefix, List<Payment> payments, string batchUrlFormat = "", Guid? receiptEmail = null )
        {
            int totalPayments = 0;
            int totalAlreadyDownloaded = 0;
            int totalNoScheduledTransaction = 0;
            int totalAdded = 0;
            int totalReversals = 0;
            int totalStatusChanges = 0;

            var batches = new List<FinancialBatch>();
            var batchSummary = new Dictionary<Guid, List<Decimal>>();
            var initialControlAmounts = new Dictionary<Guid, decimal>();

            var txnPersonNames = new Dictionary<Guid, string>();

            var gatewayComponent = gateway.GetGatewayComponent();

            var newTransactions = new List<FinancialTransaction>();

            using ( var rockContext = new RockContext() )
            {
                var accountService = new FinancialAccountService( rockContext );
                var txnService = new FinancialTransactionService( rockContext );
                var batchService = new FinancialBatchService( rockContext );
                var scheduledTxnService = new FinancialScheduledTransactionService( rockContext );

                var contributionTxnType = DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() );

                var defaultAccount = accountService.Queryable()
                    .Where( a =>
                        a.IsActive &&
                        !a.ParentAccountId.HasValue &&
                        ( !a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now ) &&
                        ( !a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now )
                        )
                    .OrderBy( a => a.Order )
                    .FirstOrDefault();

                var batchTxnChanges = new Dictionary<Guid, List<string>>();
                var batchBatchChanges = new Dictionary<Guid, List<string>>();
                var scheduledTransactionIds = new List<int>();

                foreach ( var payment in payments.Where( p => p.Amount > 0.0M ) )
                {
                    totalPayments++;

                    var scheduledTransaction = scheduledTxnService.GetByScheduleId( payment.GatewayScheduleId, gateway.Id );
                    if ( scheduledTransaction != null )
                    {
                        // Find existing payments with same transaction code
                        var txns = txnService
                            .Queryable( "TransactionDetails" )
                            .Where( t => t.TransactionCode == payment.TransactionCode )
                            .ToList();

                        // Calculate whether a transaction needs to be added
                        var txnAmount = CalculateTransactionAmount( payment, txns );
                        if ( txnAmount != 0.0M )
                        {
                            scheduledTransactionIds.Add( scheduledTransaction.Id );
                            if ( payment.ScheduleActive.HasValue )
                            {
                                scheduledTransaction.IsActive = payment.ScheduleActive.Value;
                            }

                            var transaction = new FinancialTransaction();
                            transaction.FinancialPaymentDetail = new FinancialPaymentDetail();

                            transaction.Guid = Guid.NewGuid();
                            transaction.TransactionCode = payment.TransactionCode;
                            transaction.TransactionDateTime = payment.TransactionDateTime;
                            transaction.Status = payment.Status;
                            transaction.StatusMessage = payment.StatusMessage;
                            transaction.ScheduledTransactionId = scheduledTransaction.Id;
                            transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
                            transaction.SourceTypeValueId = scheduledTransaction.SourceTypeValueId;
                            txnPersonNames.Add( transaction.Guid, scheduledTransaction.AuthorizedPersonAlias.Person.FullName );
                            transaction.FinancialGatewayId = gateway.Id;
                            transaction.TransactionTypeValueId = contributionTxnType.Id;

                            if ( txnAmount < 0.0M )
                            {
                                transaction.Summary = "Reversal for previous transaction that failed during processing." + Environment.NewLine;
                            }

                            var currencyTypeValue = payment.CurrencyTypeValue;
                            var creditCardTypevalue = payment.CreditCardTypeValue;

                            if ( scheduledTransaction.FinancialPaymentDetail != null )
                            {
                                if ( currencyTypeValue == null && scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue )
                                {
                                    currencyTypeValue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.Value );
                                }

                                if ( creditCardTypevalue == null && scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.HasValue )
                                {
                                    creditCardTypevalue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.Value );
                                }

                                transaction.FinancialPaymentDetail.AccountNumberMasked = scheduledTransaction.FinancialPaymentDetail.AccountNumberMasked;
                                transaction.FinancialPaymentDetail.NameOnCardEncrypted = scheduledTransaction.FinancialPaymentDetail.NameOnCardEncrypted;
                                transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationMonthEncrypted;
                                transaction.FinancialPaymentDetail.ExpirationYearEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationYearEncrypted;
                                transaction.FinancialPaymentDetail.BillingLocationId = scheduledTransaction.FinancialPaymentDetail.BillingLocationId;
                            }

                            if ( currencyTypeValue != null )
                            {
                                transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
                            }
                            if ( creditCardTypevalue != null )
                            {
                                transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
                            }

                            // Try to allocate the amount of the transaction based on the current scheduled transaction accounts
                            decimal remainingAmount = Math.Abs( txnAmount );
                            foreach ( var detail in scheduledTransaction.ScheduledTransactionDetails.Where( d => d.Amount != 0.0M ) )
                            {
                                var transactionDetail = new FinancialTransactionDetail();
                                transactionDetail.AccountId = detail.AccountId;

                                if ( detail.Amount <= remainingAmount )
                                {
                                    // If the configured amount for this account is less than or equal to the remaining
                                    // amount, allocate the configured amount
                                    transactionDetail.Amount = detail.Amount;
                                    remainingAmount -= detail.Amount;
                                }
                                else
                                {
                                    // If the configured amount is greater than the remaining amount, only allocate
                                    // the remaining amount
                                    transaction.Summary += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
                                    transactionDetail.Amount = remainingAmount;
                                    transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
                                    remainingAmount = 0.0M;
                                }

                                transaction.TransactionDetails.Add( transactionDetail );

                                if ( remainingAmount <= 0.0M )
                                {
                                    // If there's no amount left, break out of details
                                    break;
                                }
                            }

                            // If there's still amount left after allocating based on current config, add the remainder
                            // to the account that was configured for the most amount
                            if ( remainingAmount > 0.0M )
                            {
                                transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
                                var transactionDetail = transaction.TransactionDetails
                                    .OrderByDescending( d => d.Amount )
                                    .FirstOrDefault();
                                if ( transactionDetail == null && defaultAccount != null )
                                {
                                    transactionDetail = new FinancialTransactionDetail();
                                    transactionDetail.AccountId = defaultAccount.Id;
                                    transaction.TransactionDetails.Add( transactionDetail );
                                }
                                if ( transactionDetail != null )
                                {
                                    transactionDetail.Amount += remainingAmount;
                                    transactionDetail.Summary = "Note: Extra amount was applied to this account.";
                                }
                            }

                            // If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
                            if ( txnAmount < 0.0M )
                            {
                                foreach ( var txnDetail in transaction.TransactionDetails )
                                {
                                    txnDetail.Amount = 0 - txnDetail.Amount;
                                }
                            }

                            // Get the batch
                            var batch = batchService.Get(
                                batchNamePrefix,
                                currencyTypeValue,
                                creditCardTypevalue,
                                transaction.TransactionDateTime.Value,
                                gateway.GetBatchTimeOffset(),
                                batches );

                            var batchChanges = new List<string>();
                            if ( batch.Id != 0 )
                            {
                                initialControlAmounts.AddOrIgnore( batch.Guid, batch.ControlAmount );
                            }
                            batch.ControlAmount += transaction.TotalAmount;

                            batch.Transactions.Add( transaction );

                            if ( txnAmount > 0.0M && receiptEmail.HasValue )
                            {
                                newTransactions.Add( transaction );
                            }

                            // Add summary
                            if ( !batchSummary.ContainsKey( batch.Guid ) )
                            {
                                batchSummary.Add( batch.Guid, new List<Decimal>() );
                            }
                            batchSummary[batch.Guid].Add( txnAmount );

                            if ( txnAmount > 0.0M )
                            {
                                totalAdded++;
                            }
                            else
                            {
                                totalReversals++;
                            }
                        }
                        else
                        {
                            totalAlreadyDownloaded++;

                            foreach ( var txn in txns.Where( t => t.Status != payment.Status || t.StatusMessage != payment.StatusMessage ) )
                            {
                                txn.Status = payment.Status;
                                txn.StatusMessage = payment.StatusMessage;
                                totalStatusChanges++;
                            }
                        }
                    }
                    else
                    {
                        totalNoScheduledTransaction++;
                    }
                }

                rockContext.SaveChanges();

                // Queue a transaction to update the status of all affected scheduled transactions
                var updatePaymentStatusTxn = new Rock.Transactions.UpdatePaymentStatusTransaction( gateway.Id, scheduledTransactionIds );
                Rock.Transactions.RockQueue.TransactionQueue.Enqueue( updatePaymentStatusTxn );

                if ( receiptEmail.HasValue )
                {
                    // Queue a transaction to send receipts
                    var newTransactionIds = newTransactions.Select( t => t.Id ).ToList();
                    var sendPaymentReceiptsTxn = new Rock.Transactions.SendPaymentReceipts( receiptEmail.Value, newTransactionIds );
                    Rock.Transactions.RockQueue.TransactionQueue.Enqueue( sendPaymentReceiptsTxn );
                }
            }

            StringBuilder sb = new StringBuilder();
            sb.AppendFormat( "<li>{0} {1} downloaded.</li>", totalPayments.ToString( "N0" ),
                ( totalPayments == 1 ? "payment" : "payments" ) );

            if ( totalAlreadyDownloaded > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString( "N0" ),
                    ( totalAlreadyDownloaded == 1 ? "payment was" : "payments were" ),
                    ( totalAlreadyDownloaded == 1 ? "has" : "have" ) );
            }

            if ( totalStatusChanges > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString( "N0" ),
                ( totalStatusChanges == 1 ? "payment was" : "payments were" ) );
            }

            if ( totalNoScheduledTransaction > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} could not be matched to an existing scheduled payment profile.</li>", totalNoScheduledTransaction.ToString( "N0" ),
                    ( totalNoScheduledTransaction == 1 ? "payment" : "payments" ) );
            }

            sb.AppendFormat( "<li>{0} {1} successfully added.</li>", totalAdded.ToString( "N0" ),
                ( totalAdded == 1 ? "payment was" : "payments were" ) );

            if ( totalReversals > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString( "N0" ),
                    ( totalReversals == 1 ? "payment was" : "payments were" ) );
            }

            foreach ( var batchItem in batchSummary )
            {
                int items = batchItem.Value.Count;
                if ( items > 0 )
                {
                    var batch = batches
                        .Where( b => b.Guid.Equals( batchItem.Key ) )
                        .FirstOrDefault();

                    string batchName = string.Format( "'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString( "d" ) );
                    if ( !string.IsNullOrWhiteSpace( batchUrlFormat ) )
                    {
                        batchName = string.Format( "<a href='{0}'>{1}</a>", string.Format( batchUrlFormat, batch.Id ), batchName );
                    }

                    decimal sum = batchItem.Value.Sum();

                    string summaryformat = items == 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, items.ToString( "N0" ), sum.FormatAsCurrency(), batchName );
                }
            }

            return sb.ToString();
        }
Пример #21
0
        /// <summary>
        /// Processes the payment.
        /// </summary>
        /// <param name="rockContext">The rock context.</param>
        /// <param name="registration">The registration.</param>
        /// <param name="errorMessage">The error message.</param>
        /// <returns></returns>
        private bool ProcessPayment( RockContext rockContext, Registration registration, out string errorMessage )
        {
            GatewayComponent gateway = null;
            if ( RegistrationTemplate != null && RegistrationTemplate.FinancialGateway != null )
            {
                gateway = RegistrationTemplate.FinancialGateway.GetGatewayComponent();
            }

            if ( gateway == null )
            {
                errorMessage = "There was a problem creating the payment gateway information";
                return false;
            }

            if ( !RegistrationInstanceState.AccountId.HasValue || RegistrationInstanceState.Account == null )
            {
                errorMessage = "There was a problem with the account configuration for this " + RegistrationTerm.ToLower();
                return false;
            }

            PaymentInfo paymentInfo = null;
            if ( rblSavedCC.Items.Count > 0 && ( rblSavedCC.SelectedValueAsId() ?? 0 ) > 0 )
            {
                var savedAccount = new FinancialPersonSavedAccountService( new RockContext() ).Get( rblSavedCC.SelectedValueAsId().Value );
                if ( savedAccount != null )
                {
                    paymentInfo = savedAccount.GetReferencePayment();
                    paymentInfo.Amount = RegistrationState.PaymentAmount ?? 0.0m;
                }
                else
                {
                    errorMessage = "There was a problem retrieving the saved account";
                    return false;
                }
            }
            else
            {
                paymentInfo = GetCCPaymentInfo( gateway );
            }

            paymentInfo.Comment1 = string.Format( "{0} ({1})", RegistrationInstanceState.Name, RegistrationInstanceState.Account.GlCode );

            var transaction = gateway.Charge( RegistrationTemplate.FinancialGateway, paymentInfo, out errorMessage );
            if ( transaction != null )
            {
                var txnChanges = new List<string>();
                txnChanges.Add( "Created Transaction" );

                History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

                transaction.AuthorizedPersonAliasId = registration.PersonAliasId;

                transaction.TransactionDateTime = RockDateTime.Now;
                History.EvaluateChange( txnChanges, "Date/Time", null, transaction.TransactionDateTime );

                transaction.FinancialGatewayId = RegistrationTemplate.FinancialGatewayId;
                History.EvaluateChange( txnChanges, "Gateway", string.Empty, RegistrationTemplate.FinancialGateway.Name );

                var txnType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION ) );
                transaction.TransactionTypeValueId = txnType.Id;
                History.EvaluateChange( txnChanges, "Type", string.Empty, txnType.Value );

                if ( transaction.FinancialPaymentDetail == null )
                {
                    transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                }
                transaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, 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 );
                    }
                }

                transaction.Summary = registration.GetSummary( RegistrationInstanceState );

                var transactionDetail = new FinancialTransactionDetail();
                transactionDetail.Amount = RegistrationState.PaymentAmount ?? 0.0m;
                transactionDetail.AccountId = RegistrationInstanceState.AccountId.Value;
                transactionDetail.EntityTypeId = EntityTypeCache.Read( typeof( Rock.Model.Registration ) ).Id;
                transactionDetail.EntityId = registration.Id;
                transaction.TransactionDetails.Add( transactionDetail );

                History.EvaluateChange( txnChanges, RegistrationInstanceState.Account.Name, 0.0M.FormatAsCurrency(), transactionDetail.Amount.FormatAsCurrency() );

                var batchChanges = new List<string>();

                rockContext.WrapTransaction( () =>
                {
                    var batchService = new FinancialBatchService( rockContext );

                    // Get the batch
                    var batch = batchService.Get(
                        GetAttributeValue( "BatchNamePrefix" ),
                        paymentInfo.CurrencyTypeValue,
                        paymentInfo.CreditCardTypeValue,
                        transaction.TransactionDateTime.Value,
                        RegistrationTemplate.FinancialGateway.GetBatchTimeOffset() );

                    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.SaveChanges();
                } );

                if ( transaction.BatchId.HasValue )
                {
                    Task.Run( () =>
                        HistoryService.SaveChanges(
                            new RockContext(),
                            typeof( FinancialBatch ),
                            Rock.SystemGuid.Category.HISTORY_FINANCIAL_BATCH.AsGuid(),
                            transaction.BatchId.Value,
                            batchChanges, true, CurrentPersonAliasId )
                    );

                    Task.Run( () =>
                        HistoryService.SaveChanges(
                            new RockContext(),
                            typeof( FinancialBatch ),
                            Rock.SystemGuid.Category.HISTORY_FINANCIAL_TRANSACTION.AsGuid(),
                            transaction.BatchId.Value,
                            txnChanges,
                            CurrentPerson != null ? CurrentPerson.FullName : string.Empty,
                            typeof( FinancialTransaction ),
                            transaction.Id, true, CurrentPersonAliasId )
                    );
                }

                List<string> registrationChanges = new List<string>();
                registrationChanges.Add( string.Format( "Made {0} payment", transaction.TotalAmount.FormatAsCurrency() ) );
                Task.Run( () =>
                    HistoryService.SaveChanges(
                        new RockContext(),
                        typeof( Registration ),
                        Rock.SystemGuid.Category.HISTORY_EVENT_REGISTRATION.AsGuid(),
                        registration.Id,
                        registrationChanges, true, CurrentPersonAliasId )
                );

                TransactionCode = transaction.TransactionCode;

                return true;
            }
            else
            {
                return false;
            }
        }
Пример #22
0
        /// <summary>
        /// Processes the payment.
        /// </summary>
        /// <param name="rockContext">The rock context.</param>
        /// <param name="registration">The registration.</param>
        /// <param name="errorMessage">The error message.</param>
        /// <returns></returns>
        private bool ProcessPayment( RockContext rockContext, Registration registration, out string errorMessage )
        {
            GatewayComponent gateway = null;
            if ( RegistrationTemplate != null && RegistrationTemplate.FinancialGateway != null )
            {
                gateway = RegistrationTemplate.FinancialGateway.GetGatewayComponent();
            }

            if ( gateway == null )
            {
                errorMessage = "There was a problem creating the payment gateway information";
                return false;
            }

            if ( !RegistrationInstanceState.AccountId.HasValue || RegistrationInstanceState.Account == null )
            {
                errorMessage = "There was a problem with the account configuration for this " + RegistrationTerm.ToLower();
                return false;
            }

            var paymentInfo = new CreditCardPaymentInfo( txtCreditCard.Text, txtCVV.Text, mypExpiration.SelectedDate.Value );
            paymentInfo.NameOnCard = gateway != null && gateway.SplitNameOnCard ? txtCardFirstName.Text : txtCardName.Text;
            paymentInfo.LastNameOnCard = txtCardLastName.Text;

            paymentInfo.BillingStreet1 = acBillingAddress.Street1;
            paymentInfo.BillingStreet2 = acBillingAddress.Street2;
            paymentInfo.BillingCity = acBillingAddress.City;
            paymentInfo.BillingState = acBillingAddress.State;
            paymentInfo.BillingPostalCode = acBillingAddress.PostalCode;
            paymentInfo.BillingCountry = acBillingAddress.Country;

            paymentInfo.Amount = RegistrationState.PaymentAmount ?? 0.0m;
            paymentInfo.Email = RegistrationState.ConfirmationEmail;

            paymentInfo.FirstName = RegistrationState.FirstName;
            paymentInfo.LastName = RegistrationState.LastName;

            var transaction = gateway.Charge( RegistrationTemplate.FinancialGateway, paymentInfo, out errorMessage );
            if ( transaction != null )
            {
                var txnChanges = new List<string>();
                txnChanges.Add( "Created Transaction" );

                History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

                transaction.AuthorizedPersonAliasId = registration.PersonAliasId;

                transaction.TransactionDateTime = RockDateTime.Now;
                History.EvaluateChange( txnChanges, "Date/Time", null, transaction.TransactionDateTime );

                transaction.FinancialGatewayId = RegistrationTemplate.FinancialGatewayId;
                History.EvaluateChange( txnChanges, "Gateway", string.Empty, RegistrationTemplate.FinancialGateway.Name );

                var txnType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION ) );
                transaction.TransactionTypeValueId = txnType.Id;
                History.EvaluateChange( txnChanges, "Type", string.Empty, txnType.Value );

                if ( transaction.FinancialPaymentDetail == null )
                {
                    transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                }

                transaction.FinancialPaymentDetail.NameOnCardEncrypted = Rock.Security.Encryption.EncryptString( paymentInfo.NameOnCard );
                transaction.FinancialPaymentDetail.AccountNumberMasked = paymentInfo.MaskedNumber;
                transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = Rock.Security.Encryption.EncryptString( paymentInfo.ExpirationDate.Month.ToString() );
                transaction.FinancialPaymentDetail.ExpirationYearEncrypted = Rock.Security.Encryption.EncryptString( paymentInfo.ExpirationDate.Year.ToString() );
                transaction.FinancialPaymentDetail.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;

                History.EvaluateChange( txnChanges, "Currency Type", string.Empty, paymentInfo.CurrencyTypeValue.Value );

                transaction.FinancialPaymentDetail.CreditCardTypeValueId = paymentInfo.CreditCardTypeValue != null ? paymentInfo.CreditCardTypeValue.Id : (int?)null;
                if ( transaction.FinancialPaymentDetail.CreditCardTypeValueId.HasValue )
                {
                    var ccType = DefinedValueCache.Read( transaction.FinancialPaymentDetail.CreditCardTypeValueId.Value );
                    History.EvaluateChange( txnChanges, "Credit Card Type", string.Empty, ccType.Value );
                }

                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 );
                    }
                }

                transaction.Summary = registration.GetSummary( RegistrationInstanceState );

                var transactionDetail = new FinancialTransactionDetail();
                transactionDetail.Amount = RegistrationState.PaymentAmount ?? 0.0m;
                transactionDetail.AccountId = RegistrationInstanceState.AccountId.Value;
                transactionDetail.EntityTypeId = EntityTypeCache.Read( typeof( Rock.Model.Registration ) ).Id;
                transactionDetail.EntityId = registration.Id;
                transaction.TransactionDetails.Add( transactionDetail );

                History.EvaluateChange( txnChanges, RegistrationInstanceState.Account.Name, 0.0M.ToString( "C2" ), transactionDetail.Amount.ToString( "C2" ) );

                var batchService = new FinancialBatchService( rockContext );

                // Get the batch
                var batch = batchService.Get(
                    GetAttributeValue( "BatchNamePrefix" ),
                    paymentInfo.CurrencyTypeValue,
                    paymentInfo.CreditCardTypeValue,
                    transaction.TransactionDateTime.Value,
                    RegistrationTemplate.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.ToString( "C2" ), newControlAmount.ToString( "C2" ) );
                batch.ControlAmount = newControlAmount;

                transaction.BatchId = batch.Id;
                batch.Transactions.Add( transaction );

                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,
                    CurrentPerson != null ? CurrentPerson.FullName : string.Empty,
                    typeof( FinancialTransaction ),
                    transaction.Id
                );

                TransactionCode = transaction.TransactionCode;

                return true;
            }
            else
            {
                return false;
            }
        }
Пример #23
0
        /// <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 );
        }
Пример #24
0
        /// <summary>
        /// When implemented by a class, enables a server control to process an event raised when a form is posted to the server.
        /// </summary>
        /// <param name="eventArgument">A <see cref="T:System.String" /> that represents an optional event argument to be passed to the event handler.</param>
        public void RaisePostBackEvent( string eventArgument )
        {
            if ( _canEdit && _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();
        }
Пример #25
0
        /// <summary>
        /// Processes the confirmation.
        /// </summary>
        /// <param name="errorMessage">The error message.</param>
        /// <returns></returns>
        private bool ProcessConfirmation( out string errorMessage )
        {
            var rockContext = new RockContext();
            if ( string.IsNullOrWhiteSpace( TransactionCode ) )
            {
                GatewayComponent gateway = null;
                var financialGateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
                if ( financialGateway != null )
                {
                    gateway = financialGateway.GetGatewayComponent();
                }

                if ( gateway == null )
                {
                    errorMessage = "There was a problem creating the payment gateway information";
                    return false;
                }

                Person person = GetPerson( true );
                if ( person == null )
                {
                    errorMessage = "There was a problem creating the person information";
                    return false;
                }

                if ( !person.PrimaryAliasId.HasValue )
                {
                    errorMessage = "There was a problem creating the person's primary alias";
                    return false;
                }

                PaymentInfo paymentInfo = GetPaymentInfo();
                if ( paymentInfo == null )
                {
                    errorMessage = "There was a problem creating the payment information";
                    return false;
                }
                else
                {
                    paymentInfo.FirstName = person.FirstName;
                    paymentInfo.LastName = person.LastName;
                }

                if ( paymentInfo.CreditCardTypeValue != null )
                {
                    CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
                }

                if ( _showCommmentEntry ) {
                    paymentInfo.Comment1 = !string.IsNullOrWhiteSpace(GetAttributeValue( "PaymentComment" )) ? string.Format("{0}: {1}", GetAttributeValue( "PaymentComment" ), txtCommentEntry.Text ) : txtCommentEntry.Text;
                }
                else
                {
                    paymentInfo.Comment1 = GetAttributeValue( "PaymentComment" );
                }

                PaymentSchedule schedule = GetSchedule();
                if ( schedule != null )
                {
                    schedule.PersonId = person.Id;

                    var scheduledTransaction = gateway.AddScheduledPayment( financialGateway, schedule, paymentInfo, out errorMessage );
                    if ( scheduledTransaction != null )
                    {
                        scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
                        scheduledTransaction.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
                        scheduledTransaction.FinancialGatewayId = financialGateway.Id;

                        if ( scheduledTransaction.FinancialPaymentDetail == null )
                        {
                            scheduledTransaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                        }
                        scheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext );

                        var changeSummary = new StringBuilder();
                        changeSummary.AppendFormat( "{0} starting {1}", schedule.TransactionFrequencyValue.Value, schedule.StartDate.ToShortDateString() );
                        changeSummary.AppendLine();
                        changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
                        if ( paymentInfo.CreditCardTypeValue != null )
                        {
                            changeSummary.AppendFormat( " - {0}", paymentInfo.CreditCardTypeValue.Value );
                        }
                        changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
                        changeSummary.AppendLine();

                        foreach ( var account in SelectedAccounts.Where( a => a.Amount > 0 ) )
                        {
                            var transactionDetail = new FinancialScheduledTransactionDetail();
                            transactionDetail.Amount = account.Amount;
                            transactionDetail.AccountId = account.Id;
                            scheduledTransaction.ScheduledTransactionDetails.Add( transactionDetail );
                            changeSummary.AppendFormat( "{0}: {1}", account.Name, account.Amount.FormatAsCurrency() );
                            changeSummary.AppendLine();
                        }

                        var transactionService = new FinancialScheduledTransactionService( rockContext );
                        transactionService.Add( scheduledTransaction );
                        rockContext.SaveChanges();

                        // Add a note about the change
                        var noteType = NoteTypeCache.Read( Rock.SystemGuid.NoteType.SCHEDULED_TRANSACTION_NOTE.AsGuid() );
                        if ( noteType != null )
                        {
                            var noteService = new NoteService( rockContext );
                            var note = new Note();
                            note.NoteTypeId = noteType.Id;
                            note.EntityId = scheduledTransaction.Id;
                            note.Caption = "Created Transaction";
                            note.Text = changeSummary.ToString();
                            noteService.Add( note );
                        }
                        rockContext.SaveChanges();

                        ScheduleId = scheduledTransaction.GatewayScheduleId;
                        TransactionCode = scheduledTransaction.TransactionCode;
                    }
                    else
                    {
                        return false;
                    }
                }
                else
                {
                    var transaction = gateway.Charge( financialGateway, paymentInfo, out errorMessage );
                    if ( transaction != null )
                    {
                        var txnChanges = new List<string>();
                        txnChanges.Add( "Created Transaction" );

                        History.EvaluateChange( txnChanges, "Transaction Code", string.Empty, transaction.TransactionCode );

                        transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
                        History.EvaluateChange( txnChanges, "Person", string.Empty, person.FullName );

                        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 );

                        if ( transaction.FinancialPaymentDetail == null )
                        {
                            transaction.FinancialPaymentDetail = new FinancialPaymentDetail();
                        }
                        transaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, 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 account in SelectedAccounts.Where( a => a.Amount > 0 ) )
                        {
                            var transactionDetail = new FinancialTransactionDetail();
                            transactionDetail.Amount = account.Amount;
                            transactionDetail.AccountId = account.Id;
                            transaction.TransactionDetails.Add( transactionDetail );
                            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" ),
                            paymentInfo.CurrencyTypeValue,
                            paymentInfo.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.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,
                            person.FullName,
                            typeof( FinancialTransaction ),
                            transaction.Id
                        );

                        SendReceipt( transaction.Id );

                        TransactionCode = transaction.TransactionCode;
                    }
                    else
                    {
                        return false;
                    }
                }

                tdTransactionCodeReceipt.Description = TransactionCode;
                tdTransactionCodeReceipt.Visible = !string.IsNullOrWhiteSpace( TransactionCode );

                tdScheduleId.Description = ScheduleId;
                tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );

                tdNameReceipt.Description = paymentInfo.FullName;
                tdPhoneReceipt.Description = paymentInfo.Phone;
                tdEmailReceipt.Description = paymentInfo.Email;
                tdAddressReceipt.Description = string.Format( "{0} {1}, {2} {3}", paymentInfo.Street1, paymentInfo.City, paymentInfo.State, paymentInfo.PostalCode );

                rptAccountListReceipt.DataSource = SelectedAccounts.Where( a => a.Amount != 0 );
                rptAccountListReceipt.DataBind();

                tdTotalReceipt.Description = paymentInfo.Amount.ToString( "C" );

                tdPaymentMethodReceipt.Description = paymentInfo.CurrencyTypeValue.Description;
                tdAccountNumberReceipt.Description = paymentInfo.MaskedNumber;
                tdWhenReceipt.Description = schedule != null ? schedule.ToString() : "Today";

                // If there was a transaction code returned and this was not already created from a previous saved account,
                // show the option to save the account.
                if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) && gateway.SupportsSavedAccount( paymentInfo.CurrencyTypeValue ) )
                {
                    cbSaveAccount.Visible = true;
                    pnlSaveAccount.Visible = true;
                    txtSaveAccount.Visible = true;

                    // If current person does not have a login, have them create a username and password
                    phCreateLogin.Visible = !new UserLoginService( rockContext ).GetByPersonId( person.Id ).Any();
                }
                else
                {
                    pnlSaveAccount.Visible = false;
                }

                return true;
            }
            else
            {
                pnlDupWarning.Visible = true;
                divActions.Visible = false;
                errorMessage = string.Empty;
                return false;
            }
        }
        /// <summary>
        /// Processes the payments.
        /// </summary>
        /// <param name="gateway">The gateway.</param>
        /// <param name="batchNamePrefix">The batch name prefix.</param>
        /// <param name="payments">The payments.</param>
        /// <param name="batchUrlFormat">The batch URL format.</param>
        /// <param name="receiptEmail">The receipt email.</param>
        /// <returns></returns>
        public static string ProcessPayments( FinancialGateway gateway, string batchNamePrefix, List<Payment> payments, string batchUrlFormat = "", Guid? receiptEmail = null )
        {
            int totalPayments = 0;
            int totalAlreadyDownloaded = 0;
            int totalNoScheduledTransaction = 0;
            int totalAdded = 0;
            int totalReversals = 0;
            int totalStatusChanges = 0;

            var batches = new List<FinancialBatch>();
            var batchSummary = new Dictionary<Guid, List<Decimal>>();
            var initialControlAmounts = new Dictionary<Guid, decimal>();

            var txnPersonNames = new Dictionary<Guid, string>();

            var gatewayComponent = gateway.GetGatewayComponent();

            var newTransactions = new List<FinancialTransaction>();

            using ( var rockContext = new RockContext() )
            {
                var accountService = new FinancialAccountService( rockContext );
                var txnService = new FinancialTransactionService( rockContext );
                var batchService = new FinancialBatchService( rockContext );
                var scheduledTxnService = new FinancialScheduledTransactionService( rockContext );

                var contributionTxnType = DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() );

                var defaultAccount = accountService.Queryable()
                    .Where( a =>
                        a.IsActive &&
                        !a.ParentAccountId.HasValue &&
                        ( !a.StartDate.HasValue || a.StartDate.Value <= RockDateTime.Now ) &&
                        ( !a.EndDate.HasValue || a.EndDate.Value >= RockDateTime.Now )
                        )
                    .OrderBy( a => a.Order )
                    .FirstOrDefault();

                var batchTxnChanges = new Dictionary<Guid, List<string>>();
                var batchBatchChanges = new Dictionary<Guid, List<string>>();
                var scheduledTransactionIds = new List<int>();

                foreach ( var payment in payments.Where( p => p.Amount > 0.0M ) )
                {
                    totalPayments++;

                    var scheduledTransaction = scheduledTxnService.GetByScheduleId( payment.GatewayScheduleId );
                    if ( scheduledTransaction != null )
                    {
                        // Find existing payments with same transaction code
                        var txns = txnService
                            .Queryable( "TransactionDetails" )
                            .Where( t => t.TransactionCode == payment.TransactionCode )
                            .ToList();

                        // Calculate whether a transaction needs to be added
                        var txnAmount = CalculateTransactionAmount( payment, txns );
                        if ( txnAmount != 0.0M )
                        {
                            scheduledTransactionIds.Add( scheduledTransaction.Id );
                            if ( payment.ScheduleActive.HasValue )
                            {
                                scheduledTransaction.IsActive = payment.ScheduleActive.Value;
                            }

                            var transaction = new FinancialTransaction();
                            transaction.FinancialPaymentDetail = new FinancialPaymentDetail();

                            transaction.Guid = Guid.NewGuid();
                            transaction.TransactionCode = payment.TransactionCode;
                            transaction.TransactionDateTime = payment.TransactionDateTime;
                            transaction.Status = payment.Status;
                            transaction.StatusMessage = payment.StatusMessage;
                            transaction.ScheduledTransactionId = scheduledTransaction.Id;
                            transaction.AuthorizedPersonAliasId = scheduledTransaction.AuthorizedPersonAliasId;
                            transaction.SourceTypeValueId = scheduledTransaction.SourceTypeValueId;
                            txnPersonNames.Add( transaction.Guid, scheduledTransaction.AuthorizedPersonAlias.Person.FullName );
                            transaction.FinancialGatewayId = gateway.Id;
                            transaction.TransactionTypeValueId = contributionTxnType.Id;

                            if ( txnAmount < 0.0M )
                            {
                                transaction.Summary = "Reversal for previous transaction that failed during processing." + Environment.NewLine;
                            }

                            var currencyTypeValue = payment.CurrencyTypeValue;
                            var creditCardTypevalue = payment.CreditCardTypeValue;

                            if ( scheduledTransaction.FinancialPaymentDetail != null )
                            {
                                if ( currencyTypeValue == null && scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue )
                                {
                                    currencyTypeValue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CurrencyTypeValueId.Value );
                                }

                                if ( creditCardTypevalue == null && scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.HasValue )
                                {
                                    creditCardTypevalue = DefinedValueCache.Read( scheduledTransaction.FinancialPaymentDetail.CreditCardTypeValueId.Value );
                                }

                                transaction.FinancialPaymentDetail.AccountNumberMasked = scheduledTransaction.FinancialPaymentDetail.AccountNumberMasked;
                                transaction.FinancialPaymentDetail.NameOnCardEncrypted = scheduledTransaction.FinancialPaymentDetail.NameOnCardEncrypted;
                                transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationMonthEncrypted;
                                transaction.FinancialPaymentDetail.ExpirationYearEncrypted = scheduledTransaction.FinancialPaymentDetail.ExpirationYearEncrypted;
                                transaction.FinancialPaymentDetail.BillingLocationId = scheduledTransaction.FinancialPaymentDetail.BillingLocationId;
                            }

                            if ( currencyTypeValue != null )
                            {
                                transaction.FinancialPaymentDetail.CurrencyTypeValueId = currencyTypeValue.Id;
                            }
                            if ( creditCardTypevalue != null )
                            {
                                transaction.FinancialPaymentDetail.CreditCardTypeValueId = creditCardTypevalue.Id;
                            }

                            // Try to allocate the amount of the transaction based on the current scheduled transaction accounts
                            decimal remainingAmount = Math.Abs( txnAmount );
                            foreach ( var detail in scheduledTransaction.ScheduledTransactionDetails.Where( d => d.Amount != 0.0M ) )
                            {
                                var transactionDetail = new FinancialTransactionDetail();
                                transactionDetail.AccountId = detail.AccountId;

                                if ( detail.Amount <= remainingAmount )
                                {
                                    // If the configured amount for this account is less than or equal to the remaining
                                    // amount, allocate the configured amount
                                    transactionDetail.Amount = detail.Amount;
                                    remainingAmount -= detail.Amount;
                                }
                                else
                                {
                                    // If the configured amount is greater than the remaining amount, only allocate
                                    // the remaining amount
                                    transaction.Summary += "Note: Downloaded transaction amount was less than the configured allocation amounts for the Scheduled Transaction.";
                                    transactionDetail.Amount = remainingAmount;
                                    transactionDetail.Summary = "Note: The downloaded amount was not enough to apply the configured amount to this account.";
                                    remainingAmount = 0.0M;
                                }

                                transaction.TransactionDetails.Add( transactionDetail );

                                if ( remainingAmount <= 0.0M )
                                {
                                    // If there's no amount left, break out of details
                                    break;
                                }
                            }

                            // If there's still amount left after allocating based on current config, add the remainder
                            // to the account that was configured for the most amount
                            if ( remainingAmount > 0.0M )
                            {
                                transaction.Summary += "Note: Downloaded transaction amount was greater than the configured allocation amounts for the Scheduled Transaction.";
                                var transactionDetail = transaction.TransactionDetails
                                    .OrderByDescending( d => d.Amount )
                                    .FirstOrDefault();
                                if ( transactionDetail == null && defaultAccount != null )
                                {
                                    transactionDetail = new FinancialTransactionDetail();
                                    transactionDetail.AccountId = defaultAccount.Id;
                                    transaction.TransactionDetails.Add( transactionDetail );
                                }
                                if ( transactionDetail != null )
                                {
                                    transactionDetail.Amount += remainingAmount;
                                    transactionDetail.Summary = "Note: Extra amount was applied to this account.";
                                }
                            }

                            // If the amount to apply was negative, update all details to be negative (absolute value was used when allocating to accounts)
                            if ( txnAmount < 0.0M )
                            {
                                foreach ( var txnDetail in transaction.TransactionDetails )
                                {
                                    txnDetail.Amount = 0 - txnDetail.Amount;
                                }
                            }

                            // Get the batch
                            var batch = batchService.Get(
                                batchNamePrefix,
                                currencyTypeValue,
                                creditCardTypevalue,
                                transaction.TransactionDateTime.Value,
                                gateway.GetBatchTimeOffset(),
                                batches );

                            var batchChanges = new List<string>();
                            if ( batch.Id != 0 )
                            {
                                initialControlAmounts.AddOrIgnore( batch.Guid, batch.ControlAmount );
                            }
                            batch.ControlAmount += transaction.TotalAmount;

                            batch.Transactions.Add( transaction );

                            if ( txnAmount > 0.0M && receiptEmail.HasValue )
                            {
                                newTransactions.Add( transaction );
                            }

                            // Add summary
                            if ( !batchSummary.ContainsKey( batch.Guid ) )
                            {
                                batchSummary.Add( batch.Guid, new List<Decimal>() );
                            }
                            batchSummary[batch.Guid].Add( txnAmount );

                            if ( txnAmount > 0.0M )
                            {
                                totalAdded++;
                            }
                            else
                            {
                                totalReversals++;
                            }
                        }
                        else
                        {
                            totalAlreadyDownloaded++;

                            foreach ( var txn in txns.Where( t => t.Status != payment.Status || t.StatusMessage != payment.StatusMessage ) )
                            {
                                txn.Status = payment.Status;
                                txn.StatusMessage = payment.StatusMessage;
                                totalStatusChanges++;
                            }
                        }
                    }
                    else
                    {
                        totalNoScheduledTransaction++;
                    }
                }

                rockContext.SaveChanges();

                // Queue a transaction to update the status of all affected scheduled transactions
                var updatePaymentStatusTxn = new Rock.Transactions.UpdatePaymentStatusTransaction( gateway.Id, scheduledTransactionIds );
                Rock.Transactions.RockQueue.TransactionQueue.Enqueue( updatePaymentStatusTxn );

                if ( receiptEmail.HasValue )
                {
                    // Queue a transaction to send receipts
                    var newTransactionIds = newTransactions.Select( t => t.Id ).ToList();
                    var sendPaymentReceiptsTxn = new Rock.Transactions.SendPaymentReceipts( receiptEmail.Value, newTransactionIds );
                    Rock.Transactions.RockQueue.TransactionQueue.Enqueue( sendPaymentReceiptsTxn );
                }
            }

            StringBuilder sb = new StringBuilder();
            sb.AppendFormat( "<li>{0} {1} downloaded.</li>", totalPayments.ToString( "N0" ),
                ( totalPayments == 1 ? "payment" : "payments" ) );

            if ( totalAlreadyDownloaded > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} previously downloaded and {2} already been added.</li>", totalAlreadyDownloaded.ToString( "N0" ),
                    ( totalAlreadyDownloaded == 1 ? "payment was" : "payments were" ),
                    ( totalAlreadyDownloaded == 1 ? "has" : "have" ) );
            }

            if ( totalStatusChanges > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString( "N0" ),
                ( totalStatusChanges == 1 ? "payment was" : "payments were" ) );
            }

            if ( totalNoScheduledTransaction > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} could not be matched to an existing scheduled payment profile.</li>", totalNoScheduledTransaction.ToString( "N0" ),
                    ( totalNoScheduledTransaction == 1 ? "payment" : "payments" ) );
            }

            sb.AppendFormat( "<li>{0} {1} successfully added.</li>", totalAdded.ToString( "N0" ),
                ( totalAdded == 1 ? "payment was" : "payments were" ) );

            if ( totalReversals > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} added as a reversal to a previous transaction.</li>", totalReversals.ToString( "N0" ),
                    ( totalReversals == 1 ? "payment was" : "payments were" ) );
            }

            if ( totalStatusChanges > 0 )
            {
                sb.AppendFormat( "<li>{0} {1} previously downloaded but had a change of status.</li>", totalStatusChanges.ToString( "N0" ),
                    ( totalStatusChanges == 1 ? "payment was" : "payments were" ) );
            }

            foreach ( var batchItem in batchSummary )
            {
                int items = batchItem.Value.Count;
                if ( items > 0 )
                {
                    var batch = batches
                        .Where( b => b.Guid.Equals( batchItem.Key ) )
                        .FirstOrDefault();

                    string batchName = string.Format( "'{0} ({1})'", batch.Name, batch.BatchStartDateTime.Value.ToString( "d" ) );
                    if ( !string.IsNullOrWhiteSpace( batchUrlFormat ) )
                    {
                        batchName = string.Format( "<a href='{0}'>{1}</a>", string.Format( batchUrlFormat, batch.Id ), batchName );
                    }

                    decimal sum = batchItem.Value.Sum();

                    string summaryformat = items == 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, items.ToString( "N0" ), sum.FormatAsCurrency(), batchName );
                }
            }

            return sb.ToString();
        }
        //
        // 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 );
            }
        }