protected void bbtnDelete_Click( object sender, EventArgs e )
{
BootstrapButton bbtnDelete = (BootstrapButton)sender;
RepeaterItem riItem = (RepeaterItem)bbtnDelete.NamingContainer;
HiddenField hfScheduledTransactionId = (HiddenField)riItem.FindControl( "hfScheduledTransactionId" );
Literal content = (Literal)riItem.FindControl( "lLiquidContent" );
Button btnEdit = (Button)riItem.FindControl( "btnEdit" );
var rockContext = new Rock.Data.RockContext();
FinancialScheduledTransactionService fstService = new FinancialScheduledTransactionService( rockContext );
var currentTransaction = fstService.Get( Int32.Parse(hfScheduledTransactionId.Value) );
string errorMessage = string.Empty;
if ( fstService.Cancel( currentTransaction, out errorMessage ) )
{
rockContext.SaveChanges();
content.Text = String.Format( "<div class='alert alert-success'>Your recurring {0} has been deleted.</div>", GetAttributeValue( "TransactionLabel" ).ToLower() );
}
else
{
content.Text = String.Format( "<div class='alert alert-danger'>An error occured while deleting your scheduled transation. Message: {0}</div>", errorMessage );
}
bbtnDelete.Visible = false;
btnEdit.Visible = false;
}
private void DeleteOldTransaction( int scheduledTransactionId )
{
using ( var rockContext = new Rock.Data.RockContext() )
{
FinancialScheduledTransactionService fstService = new FinancialScheduledTransactionService( rockContext );
var currentTransaction = fstService.Get( scheduledTransactionId );
if ( currentTransaction != null && currentTransaction.FinancialGateway != null )
{
currentTransaction.FinancialGateway.LoadAttributes( rockContext );
}
string errorMessage = string.Empty;
if ( fstService.Cancel( currentTransaction, out errorMessage ) )
{
try
{
fstService.GetStatus( currentTransaction, out errorMessage );
}
catch { }
rockContext.SaveChanges();
//content.Text = String.Format( "<div class='alert alert-success'>Your recurring {0} has been deleted.</div>", GetAttributeValue( "TransactionLabel" ).ToLower() );
}
else
{
//content.Text = String.Format( "<div class='alert alert-danger'>An error occured while deleting your scheduled transation. Message: {0}</div>", errorMessage );
}
}
}
private void SaveScheduledTransaction( FinancialGateway financialGateway, GatewayComponent gateway, Person person, PaymentInfo paymentInfo, PaymentSchedule schedule, FinancialScheduledTransaction scheduledTransaction, RockContext rockContext )
{
scheduledTransaction.TransactionFrequencyValueId = schedule.TransactionFrequencyValue.Id;
scheduledTransaction.StartDate = schedule.StartDate;
scheduledTransaction.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
scheduledTransaction.FinancialGatewayId = financialGateway.Id;
if ( scheduledTransaction.FinancialPaymentDetail == null )
{
scheduledTransaction.FinancialPaymentDetail = new FinancialPaymentDetail();
}
scheduledTransaction.FinancialPaymentDetail.SetFromPaymentInfo( paymentInfo, gateway, rockContext );
Guid sourceGuid = Guid.Empty;
if ( Guid.TryParse( GetAttributeValue( "Source" ), out sourceGuid ) )
{
var source = DefinedValueCache.Read( sourceGuid );
if ( source != null )
{
scheduledTransaction.SourceTypeValueId = source.Id;
}
}
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();
}
if ( !string.IsNullOrWhiteSpace( paymentInfo.Comment1 ) )
{
changeSummary.Append( paymentInfo.Comment1 );
changeSummary.AppendLine();
}
var transactionService = new FinancialScheduledTransactionService( rockContext );
transactionService.Add( scheduledTransaction );
rockContext.SaveChanges();
// If this is a transfer, now we can delete the old transaction
if ( _scheduledTransactionToBeTransferred != null )
{
DeleteOldTransaction( _scheduledTransactionToBeTransferred.Id );
}
// 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;
}
/// <summary>
/// Fetches the old (to be transferred) scheduled transaction and verifies
/// that the target person is the same on the scheduled transaction. Then
/// it puts it into the _scheduledTransactionToBeTransferred private field
/// for use throughout the entry process so that its values can be used on
/// the form for the new transaction.
/// </summary>
/// <param name="scheduledTransactionId">The scheduled transaction identifier.</param>
private void InitializeTransfer( int? scheduledTransactionId )
{
if ( scheduledTransactionId == null )
{
return;
}
RockContext rockContext = new RockContext();
var scheduledTransaction = new FinancialScheduledTransactionService( rockContext ).Get( scheduledTransactionId.Value );
var personService = new PersonService( rockContext );
// get business giving id
var givingIds = personService.GetBusinesses( _targetPerson.Id ).Select( g => g.GivingId ).ToList();
// add the person's regular giving id
givingIds.Add( _targetPerson.GivingId );
// Make sure the current person is the authorized person, otherwise return
if ( scheduledTransaction == null || ! givingIds.Contains( scheduledTransaction.AuthorizedPersonAlias.Person.GivingId ) )
{
return;
}
_scheduledTransactionToBeTransferred = scheduledTransaction;
// Set the frequency to be the same on the initial page build
if ( !IsPostBack )
{
btnFrequency.SelectedValue = scheduledTransaction.TransactionFrequencyValueId.ToString();
dtpStartDate.SelectedDate = ( scheduledTransaction.NextPaymentDate.HasValue ) ? scheduledTransaction.NextPaymentDate : RockDateTime.Today.AddDays( 1 );
}
}
/// <summary>
/// Processes the payment information.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessPaymentInfo( out string errorMessage )
{
errorMessage = string.Empty;
var errorMessages = new List<string>();
// Validate that an amount was entered
if ( SelectedAccounts.Sum( a => a.Amount ) <= 0 )
{
errorMessages.Add( "Make sure you've entered an amount for at least one account" );
}
// Validate that no negative amounts were entered
if ( SelectedAccounts.Any( a => a.Amount < 0 ) )
{
errorMessages.Add( "Make sure the amount you've entered for each account is a positive amount" );
}
string howOften = DefinedValueCache.Read( btnFrequency.SelectedValueAsId().Value ).Name;
DateTime when = DateTime.MinValue;
// Make sure a repeating payment starts in the future
if ( dtpStartDate.SelectedDate.HasValue && dtpStartDate.SelectedDate > DateTime.Today )
{
when = dtpStartDate.SelectedDate.Value;
}
else
{
errorMessages.Add( "Make sure the Next Gift date is in the future (after today)" );
}
if ( hfPaymentTab.Value == "ACH" )
{
// Validate ach options
if ( rblSavedAch.Items.Count > 0 && ( rblSavedAch.SelectedValueAsInt() ?? 0 ) > 0 )
{
// TODO: Find saved account
}
else
{
if ( string.IsNullOrWhiteSpace( txtBankName.Text ) )
{
errorMessages.Add( "Make sure to enter a bank name" );
}
if ( string.IsNullOrWhiteSpace( txtRoutingNumber.Text ) )
{
errorMessages.Add( "Make sure to enter a valid routing number" );
}
if ( string.IsNullOrWhiteSpace( txtAccountNumber.Text ) )
{
errorMessages.Add( "Make sure to enter a valid account number" );
}
}
}
else if ( hfPaymentTab.Value == "CreditCard" )
{
// validate cc options
if ( rblSavedCC.Items.Count > 0 && ( rblSavedCC.SelectedValueAsInt() ?? 0 ) > 0 )
{
// TODO: Find saved card
}
else
{
if ( Gateway.SplitNameOnCard )
{
if ( string.IsNullOrWhiteSpace( txtCardFirstName.Text ) || string.IsNullOrWhiteSpace( txtCardLastName.Text ) )
{
errorMessages.Add( "Make sure to enter a valid first and last name as it appears on your credit card" );
}
}
else
{
if ( string.IsNullOrWhiteSpace( txtCardName.Text ) )
{
errorMessages.Add( "Make sure to enter a valid name as it appears on your credit card" );
}
}
if ( string.IsNullOrWhiteSpace( txtCreditCard.Text ) )
{
errorMessages.Add( "Make sure to enter a valid credit card number" );
}
var currentMonth = DateTime.Today;
currentMonth = new DateTime( currentMonth.Year, currentMonth.Month, 1 );
if ( !mypExpiration.SelectedDate.HasValue || mypExpiration.SelectedDate.Value.CompareTo( currentMonth ) < 0 )
{
errorMessages.Add( "Make sure to enter a valid credit card expiration date" );
}
if ( string.IsNullOrWhiteSpace( txtCVV.Text ) )
{
errorMessages.Add( "Make sure to enter a valid credit card security code" );
}
}
}
if ( errorMessages.Any() )
{
errorMessage = errorMessages.AsDelimited( "<br/>" );
return false;
}
using ( new UnitOfWorkScope() )
{
FinancialScheduledTransaction scheduledTransaction = null;
if ( ScheduledTransactionId.HasValue )
{
scheduledTransaction = new FinancialScheduledTransactionService().Get( ScheduledTransactionId.Value );
}
if ( scheduledTransaction == null )
{
errorMessage = "There was a problem getting the transaction information";
return false;
}
if ( scheduledTransaction.AuthorizedPerson == null )
{
errorMessage = "There was a problem determining the person associated with the transaction";
return false;
}
PaymentInfo paymentInfo = GetPaymentInfo( new PersonService(), scheduledTransaction );
if ( paymentInfo != null )
{
tdName.Description = paymentInfo.FullName;
tdTotal.Description = paymentInfo.Amount.ToString( "C" );
if (paymentInfo.CurrencyTypeValue != null)
{
tdPaymentMethod.Description = paymentInfo.CurrencyTypeValue.Description;
tdPaymentMethod.Visible = true;
}
else
{
tdPaymentMethod.Visible = false;
}
if (string.IsNullOrWhiteSpace(paymentInfo.MaskedNumber))
{
tdAccountNumber.Visible = false;
}
else
{
tdAccountNumber.Visible = true;
tdAccountNumber.Description = paymentInfo.MaskedNumber;
}
tdWhen.Description = string.Format( "{0} starting on {1}", howOften, when.ToShortDateString());
}
}
rptAccountListConfirmation.DataSource = SelectedAccounts.Where( a => a.Amount != 0 );
rptAccountListConfirmation.DataBind();
string nextDate = dtpStartDate.SelectedDate.HasValue ? dtpStartDate.SelectedDate.Value.ToShortDateString() : "?";
string frequency = DefinedValueCache.Read( btnFrequency.SelectedValueAsInt() ?? 0 ).Description;
tdWhen.Description = frequency + " starting on " + nextDate;
return true;
}
/// <summary>
/// Handles the RowSelected event of the rGridGivingProfile 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 rGridGivingProfile_Edit( object sender, RowEventArgs e )
{
string urlEncodedKey = string.Empty;
if ( TargetPerson != null )
{
urlEncodedKey = TargetPerson.UrlEncodedKey;
}
else
{
var txn = new FinancialScheduledTransactionService( new RockContext() ).Get( (int)e.RowKeyValue );
if ( txn != null && txn.AuthorizedPerson != null )
{
urlEncodedKey = txn.AuthorizedPerson.UrlEncodedKey;
}
}
var parms = new Dictionary<string, string>();
parms.Add( "Txn", rGridGivingProfile.DataKeys[e.RowIndex]["id"].ToString() );
if ( !string.IsNullOrWhiteSpace( urlEncodedKey ) )
{
parms.Add( "Person", urlEncodedKey );
}
NavigateToLinkedPage( "EditPage", parms );
}
/// <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;
}
}
/// <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 )
{
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;
}
}
/// <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>
/// <returns></returns>
public static string ProcessPayments(FinancialGateway gateway, string batchNamePrefix, List <Payment> payments, string batchUrlFormat,
Guid?receiptEmail, Guid?failedPaymentEmail, Guid?failedPaymentWorkflowType)
{
int totalPayments = 0;
int totalAlreadyDownloaded = 0;
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.NameOnCardEncrypted = financialPaymentDetail.NameOnCardEncrypted;
transaction.FinancialPaymentDetail.ExpirationMonthEncrypted = financialPaymentDetail.ExpirationMonthEncrypted;
transaction.FinancialPaymentDetail.ExpirationYearEncrypted = financialPaymentDetail.ExpirationYearEncrypted;
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;
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
{
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 Rock.Transactions.UpdatePaymentStatusTransaction(gateway.Id, scheduledTransactionIds);
Rock.Transactions.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 Rock.Transactions.SendPaymentReceipts(receiptEmail.Value, newTransactionIds);
Rock.Transactions.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 Rock.Transactions.SendPaymentReceipts(failedPaymentEmail.Value, newTransactionIds);
Rock.Transactions.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 Rock.Transactions.LaunchWorkflowsTransaction(failedPaymentWorkflowType.Value, workflowDetails);
Rock.Transactions.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())
{
sb.Append($@"<li>The following {scheduledPaymentList.Count.ToString( "N0" )} gateway payments could not be matched to an existing scheduled payment profile:
<pre>{scheduledPaymentList.AsDelimited( "\n" )}</pre>
</li>");
}
var previousTransactionList = paymentsWithoutTransaction.Where(a => a.GatewayScheduleId.IsNullOrWhiteSpace()).Select(a => a.TransactionCode).ToList();
if (previousTransactionList.Any())
{
sb.Append($@"<li>The following {previousTransactionList.Count.ToString( "N0" )} gateway payments could not be matched to a previous transaction:
<pre>{previousTransactionList.AsDelimited( "\n" )}</pre>
</li>");
}
}
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());
}
/// <summary>
/// Handles the Click event of the lbCancel 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 lbCancel_Click( object sender, EventArgs e )
{
int? txnId = PageParameter( "ScheduledTransactionId" ).AsIntegerOrNull();
if ( txnId.HasValue )
{
var rockContext = new RockContext();
var txnService = new FinancialScheduledTransactionService( rockContext );
var txn = txnService.Get( txnId.Value );
if ( txn != null )
{
string errorMessage = string.Empty;
if ( txnService.Cancel( txn, out errorMessage ) )
{
txnService.GetStatus( txn, out errorMessage );
rockContext.SaveChanges();
}
else
{
ShowErrorMessage( errorMessage );
}
ShowView( txn );
}
}
}
/// <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;
}
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
// get scheduled contributions for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
var transactionService = new FinancialScheduledTransactionService( rockContext );
var personService = new PersonService( rockContext );
// get business giving id
var givingIds = personService.GetBusinesses( CurrentPerson.Id ).Select( g => g.GivingId ).ToList();
// add the person's regular giving id
givingIds.Add( CurrentPerson.GivingId );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => givingIds.Contains( s.AuthorizedPersonAlias.Person.GivingId ) && s.IsActive == true );
// filter the list if necesssary
var gatewayFilterGuid = GetAttributeValue( "GatewayFilter" ).AsGuidOrNull();
if ( gatewayFilterGuid != null )
{
schedules = schedules.Where( s => s.FinancialGateway.Guid == gatewayFilterGuid );
}
rptScheduledTransactions.DataSource = schedules.ToList();
rptScheduledTransactions.DataBind();
if ( schedules.Count() == 0 )
{
pnlNoScheduledTransactions.Visible = true;
lNoScheduledTransactionsMessage.Text = string.Format("No {0} currently exist.", GetAttributeValue("TransactionLabel").Pluralize().ToLower());
}
}
}
/// <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"));
}
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());
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
// get pledges for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
FinancialScheduledTransactionService transactionService = new FinancialScheduledTransactionService( rockContext );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => s.AuthorizedPersonId == CurrentPerson.Id && s.IsActive == true );
List<Dictionary<string, object>> scheduleSummaries = new List<Dictionary<string, object>>();
foreach ( FinancialScheduledTransaction schedule in schedules )
{
decimal totalAmount = 0;
Dictionary<string, object> scheduleSummary = new Dictionary<string, object>();
scheduleSummary.Add("Id", schedule.Id);
scheduleSummary.Add("Guid", schedule.Guid);
scheduleSummary.Add("StartDate", schedule.StartDate);
scheduleSummary.Add("EndDate", schedule.EndDate);
scheduleSummary.Add("NextPaymentDate", schedule.NextPaymentDate);
if ( schedule.NextPaymentDate.HasValue )
{
scheduleSummary.Add( "DaysTillNextPayment", (schedule.NextPaymentDate.Value - DateTime.Now).Days );
}
else
{
scheduleSummary.Add( "DaysTillNextPayment", null );
}
DateTime? lastPaymentDate = schedule.Transactions.Max(t => t.TransactionDateTime);
scheduleSummary.Add("LastPaymentDate", lastPaymentDate);
if ( lastPaymentDate.HasValue )
{
scheduleSummary.Add("DaysSinceLastPayment", (DateTime.Now - lastPaymentDate.Value).Days);
}
else
{
scheduleSummary.Add( "DaysSinceLastPayment", null );
}
scheduleSummary.Add("CurrencyType", schedule.CurrencyTypeValue.Value);
scheduleSummary.Add("CreditCardType", schedule.CreditCardTypeValue.Value);
scheduleSummary.Add("UrlEncryptedKey", schedule.UrlEncodedKey);
scheduleSummary.Add("Frequency", schedule.TransactionFrequencyValue.Value);
scheduleSummary.Add("FrequencyDescription", schedule.TransactionFrequencyValue.Description);
List<Dictionary<string, object>> summaryDetails = new List<Dictionary<string,object>>();
foreach ( FinancialScheduledTransactionDetail detail in schedule.ScheduledTransactionDetails )
{
Dictionary<string, object> detailSummary = new Dictionary<string,object>();
detailSummary.Add("AccountId", detail.Id);
detailSummary.Add("AccountName", detail.Account.Name);
detailSummary.Add("Amount", detail.Amount);
detailSummary.Add("Summary", detail.Summary);
summaryDetails.Add( detailSummary );
totalAmount += detail.Amount;
}
scheduleSummary.Add("ScheduledAmount", totalAmount);
scheduleSummary.Add( "TransactionDetails", summaryDetails );
scheduleSummaries.Add( scheduleSummary );
}
// added linked pages to mergefields
Dictionary<string, object> linkedPages = new Dictionary<string, object>();
linkedPages.Add( "ManageScheduledTransactionsPage", LinkedPageUrl( "ManageScheduledTransactionsPage", null ));
linkedPages.Add( "TransactionHistoryPage", LinkedPageUrl( "TransactionHistoryPage", null ) );
linkedPages.Add( "TransactionEntryPage", LinkedPageUrl( "TransactionEntryPage", null ) );
var scheduleValues = new Dictionary<string, object>();
scheduleValues.Add( "ScheduledTransactions", scheduleSummaries.ToList() );
scheduleValues.Add( "LinkedPages", linkedPages );
scheduleValues.Add( "Person", CurrentPerson );
string content = GetAttributeValue( "Template" ).ResolveMergeFields( scheduleValues );
// show merge fields if needed
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() )
{
string debugInfo = string.Format( @"
<pre>
{0}
</pre>
", scheduleValues.LiquidHelpText() );
content += debugInfo;
}
lContent.Text = content;
}
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
// get scheduled contributions for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
FinancialScheduledTransactionService transactionService = new FinancialScheduledTransactionService( rockContext );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => s.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId && s.IsActive == true );
rptScheduledTransactions.DataSource = schedules.ToList();
rptScheduledTransactions.DataBind();
if ( schedules.Count() == 0 )
{
pnlNoScheduledTransactions.Visible = true;
lNoScheduledTransactionsMessage.Text = string.Format("No {0} currently exist.", GetAttributeValue("TransactionLabel").Pluralize().ToLower());
}
}
}
/// <summary>
/// Executes the specified context.
/// </summary>
/// <param name="context">The context.</param>
public void Execute( IJobExecutionContext context )
{
var rockContext = new RockContext();
JobDataMap dataMap = context.JobDetail.JobDataMap;
// Get the details for the email that we'll be sending out.
Guid? systemEmailGuid = dataMap.GetString( "ExpiringCreditCardEmail" ).AsGuidOrNull();
SystemEmailService emailService = new SystemEmailService( rockContext );
SystemEmail systemEmail = null;
if ( systemEmailGuid.HasValue )
{
systemEmail = emailService.Get( systemEmailGuid.Value );
}
// Fetch the configured Workflow once if one was set, we'll use it later.
Guid? workflowGuid = dataMap.GetString( "Workflow" ).AsGuidOrNull();
WorkflowType workflowType = null;
var workflowTypeService = new WorkflowTypeService( rockContext );
var workflowService = new WorkflowService( rockContext );
if ( workflowGuid != null )
{
workflowType = workflowTypeService.Get( workflowGuid.Value );
}
var qry = new FinancialScheduledTransactionService( rockContext )
.Queryable( "ScheduledTransactionDetails,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue" )
.Where( t => t.IsActive && t.FinancialPaymentDetail.ExpirationMonthEncrypted != null
&& ( t.EndDate == null || t.EndDate > DateTime.Now ) )
.AsNoTracking();
var appRoot = Rock.Web.Cache.GlobalAttributesCache.Read( rockContext ).GetValue( "PublicApplicationRoot" );
// Get the current month and year
DateTime now = DateTime.Now;
int month = now.Month;
int year = now.Year;
int counter = 0;
foreach ( var transaction in qry )
{
int expirationMonthDecrypted = Int32.Parse( Encryption.DecryptString( transaction.FinancialPaymentDetail.ExpirationMonthEncrypted ) );
int expirationYearDecrypted = Int32.Parse( Encryption.DecryptString( transaction.FinancialPaymentDetail.ExpirationYearEncrypted ) );
string acctNum = transaction.FinancialPaymentDetail.AccountNumberMasked.Substring( transaction.FinancialPaymentDetail.AccountNumberMasked.Length - 4 );
int warningYear = expirationYearDecrypted;
int warningMonth = expirationMonthDecrypted - 1;
if ( warningMonth == 0 )
{
warningYear -= 1;
warningMonth = 12;
}
string warningDate = warningMonth.ToString() + warningYear.ToString();
string currentMonthString = month.ToString() + year.ToString();
if ( warningDate == currentMonthString )
{
// as per ISO7813 https://en.wikipedia.org/wiki/ISO/IEC_7813
var expirationDate = string.Format( "{0:D2}/{1:D2}", expirationMonthDecrypted, expirationYearDecrypted );
var recipients = new List<RecipientData>();
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields( null );
var person = transaction.AuthorizedPersonAlias.Person;
mergeFields.Add( "Person", person );
mergeFields.Add( "Card", acctNum );
mergeFields.Add( "Expiring", expirationDate );
recipients.Add( new RecipientData( person.Email, mergeFields ) );
Email.Send( systemEmail.Guid, recipients, appRoot );
// Start workflow for this person
if ( workflowType != null )
{
Dictionary<string, string> attributes = new Dictionary<string, string>();
attributes.Add( "Person", transaction.AuthorizedPersonAlias.Guid.ToString() );
attributes.Add( "Card", acctNum );
attributes.Add( "Expiring", expirationDate );
StartWorkflow( workflowService, workflowType, attributes, string.Format( "{0} (scheduled transaction Id: {1})", person.FullName, transaction.Id ) );
}
counter++;
}
}
context.Result = string.Format( "{0} scheduled credit card transactions were examined with {1} notice(s) sent.", qry.Count(), counter );
}
// helper functional methods (like BindGrid(), etc.)
private void ShowContent()
{
List<Dictionary<string, object>> scheduleSummaries = new List<Dictionary<string, object>>();
// get scheduled transactions for current user
if ( CurrentPerson != null )
{
var rockContext = new RockContext();
FinancialScheduledTransactionService transactionService = new FinancialScheduledTransactionService( rockContext );
var schedules = transactionService.Queryable( "ScheduledTransactionDetails.Account" )
.Where( s => s.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId && s.IsActive == true );
foreach ( FinancialScheduledTransaction schedule in schedules )
{
string errorMsgs = string.Empty;
transactionService.GetStatus( schedule, out errorMsgs );
decimal totalAmount = 0;
Dictionary<string, object> scheduleSummary = new Dictionary<string, object>();
scheduleSummary.Add("Id", schedule.Id);
scheduleSummary.Add("Guid", schedule.Guid);
scheduleSummary.Add("StartDate", schedule.StartDate);
scheduleSummary.Add("EndDate", schedule.EndDate);
scheduleSummary.Add("NextPaymentDate", schedule.NextPaymentDate);
if ( schedule.NextPaymentDate.HasValue )
{
scheduleSummary.Add( "DaysTillNextPayment", (schedule.NextPaymentDate.Value - DateTime.Now).Days );
}
else
{
scheduleSummary.Add( "DaysTillNextPayment", null );
}
DateTime? lastPaymentDate = schedule.Transactions.Max(t => t.TransactionDateTime);
scheduleSummary.Add("LastPaymentDate", lastPaymentDate);
if ( lastPaymentDate.HasValue )
{
scheduleSummary.Add("DaysSinceLastPayment", (DateTime.Now - lastPaymentDate.Value).Days);
}
else
{
scheduleSummary.Add( "DaysSinceLastPayment", null );
}
scheduleSummary.Add("CurrencyType", ( schedule.FinancialPaymentDetail != null && schedule.FinancialPaymentDetail.CurrencyTypeValue != null ) ? schedule.FinancialPaymentDetail.CurrencyTypeValue.Value : "" );
scheduleSummary.Add( "CreditCardType", ( schedule.FinancialPaymentDetail != null && schedule.FinancialPaymentDetail.CreditCardTypeValue != null) ? schedule.FinancialPaymentDetail.CreditCardTypeValue.Value : "" );
scheduleSummary.Add("UrlEncryptedKey", schedule.UrlEncodedKey);
scheduleSummary.Add("Frequency", schedule.TransactionFrequencyValue.Value);
scheduleSummary.Add("FrequencyDescription", schedule.TransactionFrequencyValue.Description);
List<Dictionary<string, object>> summaryDetails = new List<Dictionary<string,object>>();
foreach ( FinancialScheduledTransactionDetail detail in schedule.ScheduledTransactionDetails )
{
Dictionary<string, object> detailSummary = new Dictionary<string,object>();
detailSummary.Add("AccountId", detail.Id);
detailSummary.Add("AccountName", detail.Account.Name);
detailSummary.Add("Amount", detail.Amount);
detailSummary.Add("Summary", detail.Summary);
summaryDetails.Add( detailSummary );
totalAmount += detail.Amount;
}
scheduleSummary.Add("ScheduledAmount", totalAmount);
scheduleSummary.Add( "TransactionDetails", summaryDetails );
scheduleSummaries.Add( scheduleSummary );
}
rockContext.SaveChanges();
}
// added linked pages to mergefields
Dictionary<string, object> linkedPages = new Dictionary<string, object>();
linkedPages.Add( "ManageScheduledTransactionsPage", LinkedPageRoute( "ManageScheduledTransactionsPage" ) );
linkedPages.Add( "TransactionHistoryPage", LinkedPageRoute( "TransactionHistoryPage" ) );
linkedPages.Add( "TransactionEntryPage", LinkedPageRoute( "TransactionEntryPage" ) );
var scheduleValues = new Dictionary<string, object>();
scheduleValues.Add( "ScheduledTransactions", scheduleSummaries.ToList() );
scheduleValues.Add( "LinkedPages", linkedPages );
// TODO: When support for "Person" is not supported anymore (should use "CurrentPerson" instead), remove this line
scheduleValues.Add( "Person", CurrentPerson );
scheduleValues.Add( "CurrentPerson", CurrentPerson );
string content = GetAttributeValue( "Template" ).ResolveMergeFields( scheduleValues );
// show merge fields if needed
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
{
// TODO: When support for "Person" is not supported anymore (should use "CurrentPerson" instead), remove this line
scheduleValues.Remove( "Person" );
content += scheduleValues.lavaDebugInfo();
}
lContent.Text = content;
}
/// <summary>
/// Gets the scheduled transaction.
/// </summary>
/// <param name="refresh">if set to <c>true</c> [refresh].</param>
/// <returns></returns>
private FinancialScheduledTransaction GetScheduledTransaction( bool refresh = false )
{
Person targetPerson = null;
using ( var rockContext = new RockContext() )
{
// If impersonation is allowed, and a valid person key was used, set the target to that person
bool allowImpersonation = GetAttributeValue( "Impersonation" ).AsBoolean();
if ( allowImpersonation )
{
string personKey = PageParameter( "Person" );
if ( !string.IsNullOrWhiteSpace( personKey ) )
{
targetPerson = new PersonService( rockContext ).GetByUrlEncodedKey( personKey );
}
}
if ( targetPerson == null )
{
targetPerson = CurrentPerson;
}
// Verify that transaction id is valid for selected person
if ( targetPerson != null )
{
int txnId = int.MinValue;
if ( int.TryParse( PageParameter( "ScheduledTransactionId" ), out txnId ) )
{
var personService = new PersonService( rockContext );
var validGivingIds = new List<string> { targetPerson.GivingId };
validGivingIds.AddRange( personService.GetBusinesses( targetPerson.Id ).Select( b => b.GivingId ) );
var service = new FinancialScheduledTransactionService( rockContext );
var scheduledTransaction = service
.Queryable( "AuthorizedPersonAlias.Person,ScheduledTransactionDetails,FinancialGateway,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue" )
.Where( t =>
t.Id == txnId &&
t.AuthorizedPersonAlias != null &&
t.AuthorizedPersonAlias.Person != null &&
validGivingIds.Contains( t.AuthorizedPersonAlias.Person.GivingId ) )
.FirstOrDefault();
if ( scheduledTransaction != null )
{
if ( scheduledTransaction.AuthorizedPersonAlias != null )
{
TargetPersonId = scheduledTransaction.AuthorizedPersonAlias.PersonId;
}
ScheduledTransactionId = scheduledTransaction.Id;
if ( scheduledTransaction.FinancialGateway != null )
{
scheduledTransaction.FinancialGateway.LoadAttributes( rockContext );
}
if ( refresh )
{
string errorMessages = string.Empty;
service.GetStatus( scheduledTransaction, out errorMessages );
rockContext.SaveChanges();
}
return scheduledTransaction;
}
}
}
}
return null;
}
/// <summary>
/// Handles the Click event of the lbSaveAccount 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 lbSaveAccount_Click( object sender, EventArgs e )
{
var rockContext = new RockContext();
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
nbSaveAccount.Text = "Sorry, the account information cannot be saved as there's not a valid transaction code to reference";
nbSaveAccount.Visible = true;
return;
}
if ( phCreateLogin.Visible )
{
if ( string.IsNullOrWhiteSpace( txtUserName.Text ) || string.IsNullOrWhiteSpace( txtPassword.Text ) )
{
nbSaveAccount.Title = "Missing Informaton";
nbSaveAccount.Text = "A username and password are required when saving an account";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
if ( new UserLoginService( rockContext ).GetByUserName( txtUserName.Text ) != null )
{
nbSaveAccount.Title = "Invalid Username";
nbSaveAccount.Text = "The selected Username is already being used. Please select a different Username";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
if ( txtPasswordConfirm.Text != txtPassword.Text )
{
nbSaveAccount.Title = "Invalid Password";
nbSaveAccount.Text = "The password and password confirmation do not match";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
}
if ( !string.IsNullOrWhiteSpace( txtSaveAccount.Text ) )
{
GatewayComponent gateway = hfPaymentTab.Value == "ACH" ? _achGateway : _ccGateway;
var ccCurrencyType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) );
var achCurrencyType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) );
string errorMessage = string.Empty;
PersonAlias authorizedPersonAlias = null;
string referenceNumber = string.Empty;
int? currencyTypeValueId = hfPaymentTab.Value == "ACH" ? achCurrencyType.Id : ccCurrencyType.Id;
if ( string.IsNullOrWhiteSpace( ScheduleId ) )
{
var transaction = new FinancialTransactionService( rockContext ).GetByTransactionCode( TransactionCode );
if ( transaction != null && transaction.AuthorizedPersonAlias != null )
{
authorizedPersonAlias = transaction.AuthorizedPersonAlias;
referenceNumber = gateway.GetReferenceNumber( transaction, out errorMessage );
}
}
else
{
var scheduledTransaction = new FinancialScheduledTransactionService( rockContext ).GetByScheduleId( ScheduleId );
if ( scheduledTransaction != null )
{
authorizedPersonAlias = scheduledTransaction.AuthorizedPersonAlias;
referenceNumber = gateway.GetReferenceNumber( scheduledTransaction, out errorMessage );
}
}
if ( authorizedPersonAlias != null && authorizedPersonAlias.Person != null )
{
if ( phCreateLogin.Visible )
{
var user = UserLoginService.Create(
rockContext,
authorizedPersonAlias.Person,
Rock.Model.AuthenticationServiceType.Internal,
EntityTypeCache.Read( Rock.SystemGuid.EntityType.AUTHENTICATION_DATABASE.AsGuid() ).Id,
txtUserName.Text,
txtPassword.Text,
false );
var mergeObjects = GlobalAttributesCache.GetMergeFields( null );
mergeObjects.Add( "ConfirmAccountUrl", RootPath + "ConfirmAccount" );
var personDictionary = authorizedPersonAlias.Person.ToLiquid() as Dictionary<string, object>;
mergeObjects.Add( "Person", personDictionary );
mergeObjects.Add( "User", user );
var recipients = new List<Rock.Communication.RecipientData>();
recipients.Add( new Rock.Communication.RecipientData( authorizedPersonAlias.Person.Email, mergeObjects ) );
Rock.Communication.Email.Send( GetAttributeValue( "ConfirmAccountTemplate" ).AsGuid(), recipients, ResolveRockUrl( "~/" ), ResolveRockUrl( "~~/" ) );
}
var paymentInfo = GetPaymentInfo();
if ( errorMessage.Any() )
{
nbSaveAccount.Title = "Invalid Transaction";
nbSaveAccount.Text = "Sorry, the account information cannot be saved. " + errorMessage;
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
else
{
if ( authorizedPersonAlias != null )
{
var savedAccount = new FinancialPersonSavedAccount();
savedAccount.PersonAliasId = authorizedPersonAlias.Id;
savedAccount.ReferenceNumber = referenceNumber;
savedAccount.Name = txtSaveAccount.Text;
savedAccount.MaskedAccountNumber = paymentInfo.MaskedNumber;
savedAccount.TransactionCode = TransactionCode;
savedAccount.GatewayEntityTypeId = gateway.TypeId;
savedAccount.CurrencyTypeValueId = currencyTypeValueId;
savedAccount.CreditCardTypeValueId = CreditCardTypeValueId;
var savedAccountService = new FinancialPersonSavedAccountService( rockContext );
savedAccountService.Add( savedAccount );
rockContext.SaveChanges();
cbSaveAccount.Visible = false;
txtSaveAccount.Visible = false;
phCreateLogin.Visible = false;
divSaveActions.Visible = false;
nbSaveAccount.Title = "Success";
nbSaveAccount.Text = "The account has been saved for future use";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Success;
nbSaveAccount.Visible = true;
}
}
}
else
{
nbSaveAccount.Title = "Invalid Transaction";
nbSaveAccount.Text = "Sorry, the account information cannot be saved as there's not a valid transaction code to reference";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
}
else
{
nbSaveAccount.Title = "Missing Account Name";
nbSaveAccount.Text = "Please enter a name to use for this account";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
}
/// <summary>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
var rockContext = new RockContext();
errorMessage = string.Empty;
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
if ( Gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
var personService = new PersonService( rockContext );
var transactionService = new FinancialScheduledTransactionService( rockContext );
var transactionDetailService = new FinancialScheduledTransactionDetailService( rockContext );
FinancialScheduledTransaction scheduledTransaction = null;
if ( ScheduledTransactionId.HasValue )
{
scheduledTransaction = transactionService.Get( ScheduledTransactionId.Value );
}
if ( scheduledTransaction == null )
{
errorMessage = "There was a problem getting the transaction information";
return false;
}
if ( scheduledTransaction.AuthorizedPerson == null )
{
errorMessage = "There was a problem determining the person associated with the transaction";
return false;
}
var changeSummary = new StringBuilder();
// Get the payment schedule
scheduledTransaction.TransactionFrequencyValueId = btnFrequency.SelectedValueAsId().Value;
changeSummary.Append( DefinedValueCache.Read( scheduledTransaction.TransactionFrequencyValueId, rockContext ) );
if ( dtpStartDate.SelectedDate.HasValue && dtpStartDate.SelectedDate > RockDateTime.Today )
{
scheduledTransaction.StartDate = dtpStartDate.SelectedDate.Value;
changeSummary.AppendFormat( " starting {0}", scheduledTransaction.StartDate.ToShortDateString() );
}
else
{
scheduledTransaction.StartDate = DateTime.MinValue;
}
changeSummary.AppendLine();
PaymentInfo paymentInfo = GetPaymentInfo( personService, scheduledTransaction );
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
}
// If transaction is not active, attempt to re-activate it first
if ( !scheduledTransaction.IsActive )
{
if ( !transactionService.Reactivate( scheduledTransaction, out errorMessage ) )
{
return false;
}
}
if ( Gateway.UpdateScheduledPayment( scheduledTransaction, paymentInfo, out errorMessage ) )
{
if ( paymentInfo.CurrencyTypeValue != null )
{
changeSummary.Append( paymentInfo.CurrencyTypeValue.Value );
scheduledTransaction.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
DefinedValueCache creditCardTypeValue = paymentInfo.CreditCardTypeValue;
if ( creditCardTypeValue != null )
{
changeSummary.AppendFormat( " - {0}", creditCardTypeValue.Value );
scheduledTransaction.CreditCardTypeValueId = creditCardTypeValue.Id;
}
else
{
scheduledTransaction.CreditCardTypeValueId = null;
}
changeSummary.AppendFormat( " {0}", paymentInfo.MaskedNumber );
changeSummary.AppendLine();
}
var selectedAccountIds = SelectedAccounts
.Where( a => a.Amount > 0 )
.Select( a => a.Id ).ToList();
var deletedAccounts = scheduledTransaction.ScheduledTransactionDetails
.Where( a => !selectedAccountIds.Contains( a.AccountId ) ).ToList();
foreach ( var deletedAccount in deletedAccounts )
{
scheduledTransaction.ScheduledTransactionDetails.Remove( deletedAccount );
transactionDetailService.Delete( deletedAccount );
}
foreach ( var account in SelectedAccounts )
{
var detail = scheduledTransaction.ScheduledTransactionDetails
.Where( d => d.AccountId == account.Id ).FirstOrDefault();
if ( detail == null )
{
detail = new FinancialScheduledTransactionDetail();
detail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( detail );
}
detail.Amount = account.Amount;
changeSummary.AppendFormat( "{0}: {1:C2}", account.Name, account.Amount );
changeSummary.AppendLine();
}
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 = "Updated Transaction";
note.Text = changeSummary.ToString();
noteService.Add( note );
rockContext.SaveChanges();
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
if (transactionService.GetStatus( scheduledTransaction, out errorMessage ))
{
rockContext.SaveChanges();
}
}
else
{
return false;
}
tdTransactionCode.Description = TransactionCode;
tdTransactionCode.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
return true;
}
else
{
pnlDupWarning.Visible = true;
return false;
}
}
private FinancialScheduledTransaction GetScheduledTransaction(bool refresh = false)
{
Person targetPerson = null;
// If impersonation is allowed, and a valid person key was used, set the target to that person
bool allowImpersonation = false;
if ( bool.TryParse( GetAttributeValue( "Impersonation" ), out allowImpersonation ) && allowImpersonation )
{
string personKey = PageParameter( "Person" );
if ( !string.IsNullOrWhiteSpace( personKey ) )
{
targetPerson = new PersonService().GetByUrlEncodedKey( personKey );
}
}
if ( targetPerson == null )
{
targetPerson = CurrentPerson;
}
// Verify that transaction id is valid for selected person
if ( targetPerson != null )
{
int txnId = int.MinValue;
if ( int.TryParse( PageParameter( "Txn" ), out txnId ) )
{
var service = new FinancialScheduledTransactionService();
var scheduledTransaction = service.Queryable( "ScheduledTransactionDetails,GatewayEntityType" )
.Where( t =>
t.Id == txnId &&
( t.AuthorizedPersonId == targetPerson.Id || t.AuthorizedPerson.GivingGroupId == targetPerson.GivingGroupId ) )
.FirstOrDefault();
if (scheduledTransaction != null)
{
TargetPersonId = scheduledTransaction.AuthorizedPersonId;
ScheduledTransactionId = scheduledTransaction.Id;
if ( refresh )
{
string errorMessages = string.Empty;
service.UpdateStatus( scheduledTransaction, CurrentPersonId, out errorMessages );
}
return scheduledTransaction;
}
}
}
return null;
}
/// <summary>
/// Executes this instance.
/// </summary>
public void Execute()
{
using ( var rockContext = new RockContext() )
{
var gateway = new FinancialGatewayService( rockContext ).Get( GatewayId );
if ( gateway != null )
{
var gatewayComponent = gateway.GetGatewayComponent();
if ( gatewayComponent != null )
{
var scheduledTxnService = new FinancialScheduledTransactionService( rockContext );
foreach( var txnId in ScheduledTransactionIds )
{
var scheduledTxn = scheduledTxnService.Get( txnId );
if ( scheduledTxn != null )
{
string statusMsgs = string.Empty;
gatewayComponent.GetScheduledPaymentStatus( scheduledTxn, out statusMsgs );
rockContext.SaveChanges();
}
}
}
}
}
}
/// <summary>
/// Processes the confirmation.
/// </summary>
/// <param name="errorMessage">The error message.</param>
/// <returns></returns>
private bool ProcessConfirmation( out string errorMessage )
{
errorMessage = string.Empty;
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
if ( Gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
using ( new UnitOfWorkScope() )
{
var personService = new PersonService();
var transactionService = new FinancialScheduledTransactionService();
var transactionDetailService = new FinancialScheduledTransactionDetailService();
FinancialScheduledTransaction scheduledTransaction = null;
if ( ScheduledTransactionId.HasValue )
{
scheduledTransaction = transactionService.Get( ScheduledTransactionId.Value );
}
if ( scheduledTransaction == null )
{
errorMessage = "There was a problem getting the transaction information";
return false;
}
if ( scheduledTransaction.AuthorizedPerson == null )
{
errorMessage = "There was a problem determining the person associated with the transaction";
return false;
}
// Get the payment schedule
scheduledTransaction.TransactionFrequencyValueId = btnFrequency.SelectedValueAsId().Value;
if ( dtpStartDate.SelectedDate.HasValue && dtpStartDate.SelectedDate > DateTime.Today )
{
scheduledTransaction.StartDate = dtpStartDate.SelectedDate.Value;
}
else
{
scheduledTransaction.StartDate = DateTime.MinValue;
}
PaymentInfo paymentInfo = GetPaymentInfo( personService, scheduledTransaction );
if ( paymentInfo == null )
{
errorMessage = "There was a problem creating the payment information";
return false;
}
else
{
}
if ( Gateway.UpdateScheduledPayment( scheduledTransaction, paymentInfo, out errorMessage ) )
{
var selectedAccountIds = SelectedAccounts
.Where( a => a.Amount > 0 )
.Select( a => a.Id ).ToList();
var deletedAccounts = scheduledTransaction.ScheduledTransactionDetails
.Where( a => !selectedAccountIds.Contains( a.AccountId ) ).ToList();
foreach ( var deletedAccount in deletedAccounts )
{
scheduledTransaction.ScheduledTransactionDetails.Remove( deletedAccount );
transactionDetailService.Delete( deletedAccount, CurrentPersonId );
}
foreach ( var account in SelectedAccounts )
{
var detail = scheduledTransaction.ScheduledTransactionDetails
.Where( d => d.AccountId == account.Id ).FirstOrDefault();
if ( detail == null )
{
detail = new FinancialScheduledTransactionDetail();
detail.AccountId = account.Id;
scheduledTransaction.ScheduledTransactionDetails.Add( detail );
}
detail.Amount = account.Amount;
}
transactionService.Save( scheduledTransaction, CurrentPersonId );
ScheduleId = scheduledTransaction.GatewayScheduleId;
TransactionCode = scheduledTransaction.TransactionCode;
}
else
{
return false;
}
tdTransactionCode.Description = TransactionCode;
tdTransactionCode.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
return true;
}
}
else
{
pnlDupWarning.Visible = true;
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>
/// <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());
}
/// <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 ) )
{
var transactionGuid = hfTransactionGuid.Value.AsGuid();
bool isACHTxn = hfPaymentTab.Value == "ACH";
var financialGateway = isACHTxn ? _achGateway : _ccGateway;
var gateway = isACHTxn ? _achGatewayComponent : _ccGatewayComponent;
if ( gateway == null )
{
errorMessage = "There was a problem creating the payment gateway information";
return false;
}
// only create/update the person if they are giving as a person. If they are giving as a Business, the person record already exists
Person person = GetPerson( !phGiveAsOption.Visible || tglGiveAsOption.Checked );
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;
}
Person BusinessOrPerson = GetPersonOrBusiness( person );
PaymentInfo paymentInfo = GetTxnPaymentInfo( BusinessOrPerson, out errorMessage );
if ( paymentInfo == null )
{
return false;
}
PaymentSchedule schedule = GetSchedule();
FinancialPaymentDetail paymentDetail = null;
if ( schedule != null )
{
schedule.PersonId = person.Id;
var scheduledTransactionAlreadyExists = new FinancialScheduledTransactionService( rockContext ).Queryable().FirstOrDefault( a => a.Guid == transactionGuid );
if ( scheduledTransactionAlreadyExists != null )
{
// hopefully shouldn't happen, but just in case the scheduledtransaction already went thru, show the success screen
ShowSuccess( gateway, person, paymentInfo, schedule, scheduledTransactionAlreadyExists.FinancialPaymentDetail, rockContext );
return true;
}
var scheduledTransaction = gateway.AddScheduledPayment( financialGateway, schedule, paymentInfo, out errorMessage );
if ( scheduledTransaction == null )
{
return false;
}
// manually assign the Guid that we generated at the beginning of the transaction UI entry to help make duplicate scheduled transactions impossible
scheduledTransaction.Guid = transactionGuid;
SaveScheduledTransaction( financialGateway, gateway, BusinessOrPerson, paymentInfo, schedule, scheduledTransaction, rockContext );
paymentDetail = scheduledTransaction.FinancialPaymentDetail.Clone( false );
}
else
{
var transactionAlreadyExists = new FinancialTransactionService( rockContext ).Queryable().FirstOrDefault( a => a.Guid == transactionGuid );
if ( transactionAlreadyExists != null )
{
// hopefully shouldn't happen, but just in case the transaction already went thru, show the success screen
ShowSuccess( gateway, person, paymentInfo, null, transactionAlreadyExists.FinancialPaymentDetail, rockContext );
return true;
}
var transaction = gateway.Charge( financialGateway, paymentInfo, out errorMessage );
if ( transaction == null )
{
return false;
}
// manually assign the Guid that we generated at the beginning of the transaction UI entry to help make duplicate transactions impossible
transaction.Guid = transactionGuid;
SaveTransaction( financialGateway, gateway, BusinessOrPerson, paymentInfo, transaction, rockContext );
paymentDetail = transaction.FinancialPaymentDetail.Clone( false );
}
ShowSuccess( gateway, person, paymentInfo, schedule, paymentDetail, rockContext );
return true;
}
else
{
pnlDupWarning.Visible = true;
errorMessage = string.Empty;
return false;
}
}
/// <summary>
/// Gets the scheduled transaction.
/// </summary>
/// <returns></returns>
private FinancialScheduledTransaction GetScheduledTransaction()
{
int? txnId = PageParameter( "ScheduledTransactionId" ).AsIntegerOrNull();
if (txnId.HasValue)
{
var rockContext = new RockContext();
var service = new FinancialScheduledTransactionService( rockContext );
return service
.Queryable( "ScheduledTransactionDetails,FinancialGateway,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue" )
.Where( t => t.Id == txnId.Value )
.FirstOrDefault();
}
return null;
}
/// <summary>
/// Handles the Click event of the lbSaveAccount 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 lbSaveAccount_Click( object sender, EventArgs e )
{
if ( string.IsNullOrWhiteSpace( TransactionCode ) )
{
nbSaveAccount.Text = "Sorry, the account information cannot be saved as there's not a valid transaction code to reference";
nbSaveAccount.Visible = true;
return;
}
using ( var rockContext = new RockContext() )
{
if ( phCreateLogin.Visible )
{
if ( string.IsNullOrWhiteSpace( txtUserName.Text ) || string.IsNullOrWhiteSpace( txtPassword.Text ) )
{
nbSaveAccount.Title = "Missing Informaton";
nbSaveAccount.Text = "A username and password are required when saving an account";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
if ( new UserLoginService( rockContext ).GetByUserName( txtUserName.Text ) != null )
{
nbSaveAccount.Title = "Invalid Username";
nbSaveAccount.Text = "The selected Username is already being used. Please select a different Username";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
if ( !UserLoginService.IsPasswordValid( txtPassword.Text ) )
{
nbSaveAccount.Title = string.Empty;
nbSaveAccount.Text = UserLoginService.FriendlyPasswordRules();
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
if ( txtPasswordConfirm.Text != txtPassword.Text )
{
nbSaveAccount.Title = "Invalid Password";
nbSaveAccount.Text = "The password and password confirmation do not match";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
return;
}
}
if ( !string.IsNullOrWhiteSpace( txtSaveAccount.Text ) )
{
bool isACHTxn = hfPaymentTab.Value == "ACH";
var financialGateway = isACHTxn ? _achGateway : _ccGateway;
var gateway = isACHTxn ? _achGatewayComponent : _ccGatewayComponent;
if ( gateway != null )
{
var ccCurrencyType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) );
var achCurrencyType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) );
string errorMessage = string.Empty;
var person = GetPerson( false );
string referenceNumber = string.Empty;
FinancialPaymentDetail paymentDetail = null;
int? currencyTypeValueId = isACHTxn ? achCurrencyType.Id : ccCurrencyType.Id;
if ( string.IsNullOrWhiteSpace( ScheduleId ) )
{
var transaction = new FinancialTransactionService( rockContext ).GetByTransactionCode( TransactionCode );
if ( transaction != null && transaction.AuthorizedPersonAlias != null )
{
if ( transaction.FinancialGateway != null )
{
transaction.FinancialGateway.LoadAttributes( rockContext );
}
referenceNumber = gateway.GetReferenceNumber( transaction, out errorMessage );
paymentDetail = transaction.FinancialPaymentDetail;
}
}
else
{
var scheduledTransaction = new FinancialScheduledTransactionService( rockContext ).GetByScheduleId( ScheduleId );
if ( scheduledTransaction != null )
{
if ( scheduledTransaction.FinancialGateway != null )
{
scheduledTransaction.FinancialGateway.LoadAttributes( rockContext );
}
referenceNumber = gateway.GetReferenceNumber( scheduledTransaction, out errorMessage );
paymentDetail = scheduledTransaction.FinancialPaymentDetail;
}
}
if ( person != null && paymentDetail != null )
{
if ( phCreateLogin.Visible )
{
var user = UserLoginService.Create(
rockContext,
person,
Rock.Model.AuthenticationServiceType.Internal,
EntityTypeCache.Read( Rock.SystemGuid.EntityType.AUTHENTICATION_DATABASE.AsGuid() ).Id,
txtUserName.Text,
txtPassword.Text,
false );
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields( this.RockPage, this.CurrentPerson );
mergeFields.Add( "ConfirmAccountUrl", RootPath + "ConfirmAccount" );
var personDictionary = person.ToLiquid() as Dictionary<string, object>;
mergeFields.Add( "Person", personDictionary );
mergeFields.Add( "User", user );
var recipients = new List<Rock.Communication.RecipientData>();
recipients.Add( new Rock.Communication.RecipientData( person.Email, mergeFields ) );
Rock.Communication.Email.Send( GetAttributeValue( "ConfirmAccountTemplate" ).AsGuid(), recipients, ResolveRockUrl( "~/" ), ResolveRockUrl( "~~/" ), false );
}
if ( errorMessage.Any() )
{
nbSaveAccount.Title = "Invalid Transaction";
nbSaveAccount.Text = "Sorry, the account information cannot be saved. " + errorMessage;
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
else
{
var savedAccount = new FinancialPersonSavedAccount();
savedAccount.PersonAliasId = person.PrimaryAliasId;
savedAccount.ReferenceNumber = referenceNumber;
savedAccount.Name = txtSaveAccount.Text;
savedAccount.TransactionCode = TransactionCode;
savedAccount.FinancialGatewayId = financialGateway.Id;
savedAccount.FinancialPaymentDetail = new FinancialPaymentDetail();
savedAccount.FinancialPaymentDetail.AccountNumberMasked = paymentDetail.AccountNumberMasked;
savedAccount.FinancialPaymentDetail.CurrencyTypeValueId = paymentDetail.CurrencyTypeValueId;
savedAccount.FinancialPaymentDetail.CreditCardTypeValueId = paymentDetail.CreditCardTypeValueId;
savedAccount.FinancialPaymentDetail.NameOnCardEncrypted = paymentDetail.NameOnCardEncrypted;
savedAccount.FinancialPaymentDetail.ExpirationMonthEncrypted = paymentDetail.ExpirationMonthEncrypted;
savedAccount.FinancialPaymentDetail.ExpirationYearEncrypted = paymentDetail.ExpirationYearEncrypted;
savedAccount.FinancialPaymentDetail.BillingLocationId = paymentDetail.BillingLocationId;
var savedAccountService = new FinancialPersonSavedAccountService( rockContext );
savedAccountService.Add( savedAccount );
rockContext.SaveChanges();
cbSaveAccount.Visible = false;
txtSaveAccount.Visible = false;
phCreateLogin.Visible = false;
divSaveActions.Visible = false;
nbSaveAccount.Title = "Success";
nbSaveAccount.Text = "The account has been saved for future use";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Success;
nbSaveAccount.Visible = true;
}
}
else
{
nbSaveAccount.Title = "Invalid Transaction";
nbSaveAccount.Text = "Sorry, the account information cannot be saved as there's not a valid transaction code to reference.";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
}
else
{
nbSaveAccount.Title = "Invalid Gateway";
nbSaveAccount.Text = "Sorry, the financial gateway information for this type of transaction is not valid.";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
}
else
{
nbSaveAccount.Title = "Missing Account Name";
nbSaveAccount.Text = "Please enter a name to use for this account.";
nbSaveAccount.NotificationBoxType = NotificationBoxType.Danger;
nbSaveAccount.Visible = true;
}
}
}
/// <summary>
/// Handles the Click event of the lbCancelSchedule 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 lbCancelSchedule_Click( object sender, EventArgs e )
{
int? txnId = PageParameter( "ScheduledTransactionId" ).AsIntegerOrNull();
if ( txnId.HasValue )
{
using ( var rockContext = new RockContext() )
{
var txnService = new FinancialScheduledTransactionService( rockContext );
var txn = txnService
.Queryable( "AuthorizedPersonAlias.Person,FinancialGateway" )
.FirstOrDefault( t => t.Id == txnId.Value );
if ( txn != null )
{
if ( txn.FinancialGateway != null )
{
txn.FinancialGateway.LoadAttributes( rockContext );
}
string errorMessage = string.Empty;
if ( txnService.Cancel( txn, out errorMessage ) )
{
txnService.GetStatus( txn, out errorMessage );
rockContext.SaveChanges();
}
else
{
ShowErrorMessage( errorMessage );
}
ShowView( txn );
}
}
}
}
/// <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();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
int? personId = null;
int? givingGroupId = null;
bool validRequest = false;
if ( TargetPerson != null )
{
personId = TargetPerson.Id;
givingGroupId = TargetPerson.GivingGroupId;
validRequest = true;
}
else
{
int personEntityTypeId = EntityTypeCache.Read( "Rock.Model.Person" ).Id;
if ( !ContextTypesRequired.Any( e => e.Id == personEntityTypeId ) )
{
validRequest = true;
}
}
if ( validRequest )
{
var rockContext = new RockContext();
var qry = new FinancialScheduledTransactionService( rockContext )
.Queryable( "ScheduledTransactionDetails,FinancialPaymentDetail.CurrencyTypeValue,FinancialPaymentDetail.CreditCardTypeValue" )
.AsNoTracking();
// Amount Range
var nre = new NumberRangeEditor();
nre.DelimitedValues = gfSettings.GetUserPreference( "Amount" );
if ( nre.LowerValue.HasValue )
{
qry = qry.Where( t => t.ScheduledTransactionDetails.Sum( d => d.Amount ) >= nre.LowerValue.Value );
}
if ( nre.UpperValue.HasValue )
{
qry = qry.Where( t => t.ScheduledTransactionDetails.Sum( d => d.Amount ) <= nre.UpperValue.Value );
}
// Frequency
int? frequencyTypeId = gfSettings.GetUserPreference( "Frequency" ).AsIntegerOrNull();
if ( frequencyTypeId.HasValue )
{
qry = qry.Where( t => t.TransactionFrequencyValueId == frequencyTypeId.Value );
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfSettings.GetUserPreference( "Created" );
if ( drp.LowerValue.HasValue )
{
qry = qry.Where( t => t.CreatedDateTime >= drp.LowerValue.Value );
}
if ( drp.UpperValue.HasValue )
{
DateTime upperDate = drp.UpperValue.Value.Date.AddDays( 1 );
qry = qry.Where( t => t.CreatedDateTime < upperDate );
}
// Account Id
int accountId = int.MinValue;
if ( int.TryParse( gfSettings.GetUserPreference( "Account" ), out accountId ) )
{
qry = qry.Where( t => t.ScheduledTransactionDetails.Any( d => d.AccountId == accountId ) );
}
// Active only (no filter)
if ( string.IsNullOrWhiteSpace( gfSettings.GetUserPreference( "Include Inactive" ) ) )
{
qry = qry.Where( t => t.IsActive );
}
if ( givingGroupId.HasValue )
{
// Person contributes with family
qry = qry.Where( t => t.AuthorizedPersonAlias.Person.GivingGroupId == givingGroupId );
}
else if ( personId.HasValue )
{
// Person contributes individually
qry = qry.Where( t => t.AuthorizedPersonAlias.PersonId == personId );
}
SortProperty sortProperty = gList.SortProperty;
if ( sortProperty != null )
{
if ( sortProperty.Property == "Amount" )
{
if ( sortProperty.Direction == SortDirection.Ascending )
{
qry = qry.OrderBy( t => t.ScheduledTransactionDetails.Sum( d => (decimal?)d.Amount ) ?? 0.00M );
}
else
{
qry = qry.OrderByDescending( t => t.ScheduledTransactionDetails.Sum( d => (decimal?)d.Amount ) ?? 0.0M );
}
}
else
{
qry = qry.Sort( sortProperty );
}
}
else
{
qry = qry
.OrderBy( t => t.AuthorizedPersonAlias.Person.LastName )
.ThenBy( t => t.AuthorizedPersonAlias.Person.NickName )
.ThenByDescending( t => t.IsActive )
.ThenByDescending( t => t.StartDate );
}
gList.SetLinqDataSource<FinancialScheduledTransaction>( qry );
gList.DataBind();
}
}