private void DeleteCurrentBatchGiftData(Int32 ABatchNumber)
{
DataView giftDetailView = new DataView(FMainDS.AGiftDetail);
giftDetailView.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
ABatchNumber);
giftDetailView.Sort = String.Format("{0} DESC, {1} DESC",
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView dr in giftDetailView)
{
dr.Delete();
}
DataView giftView = new DataView(FMainDS.AGift);
giftView.RowFilter = String.Format("{0}={1}",
AGiftTable.GetBatchNumberDBName(),
ABatchNumber);
giftView.Sort = String.Format("{0} DESC",
AGiftTable.GetGiftTransactionNumberDBName());
foreach (DataRowView dr in giftView)
{
dr.Delete();
}
}
static partial void ValidateGiftDetailManual(ref TVerificationResultCollection AVerificationResult,
TTypedDataTable ASubmitTable)
{
TValidationControlsDict ValidationControlsDict = new TValidationControlsDict();
ValidationControlsDict.Add(ASubmitTable.Columns[AGiftDetailTable.ColumnGiftCommentOneId],
new TValidationControlsData(null, AGiftDetailTable.GetGiftCommentOneDBName()));
TPartnerClass RecipientPartnerClass;
string RecipientDescription;
for (int Counter = 0; Counter < ASubmitTable.Rows.Count; Counter++)
{
if (ASubmitTable.Rows[Counter].RowState != DataRowState.Deleted)
{
TPartnerServerLookups.GetPartnerShortName(((GiftBatchTDSAGiftDetailRow)ASubmitTable.Rows[Counter]).RecipientKey,
out RecipientDescription,
out RecipientPartnerClass);
GiftBatchTDSAGiftDetailRow Row = (GiftBatchTDSAGiftDetailRow)ASubmitTable.Rows[Counter];
Row.RecipientClass = RecipientPartnerClass.ToString();
TSharedFinanceValidation_Gift.ValidateGiftDetailManual("TTransactionWebConnector" +
" (Error in Row #" + Counter.ToString() + ")", // No translation of message text since the server's messages should be all in English
Row, ref AVerificationResult,
ValidationControlsDict);
}
}
}
public static int CanFamilyMergeIntoDifferentClass(long APartnerKey)
{
int ReturnValue = 0;
TDBTransaction Transaction = null;
DBAccess.GDBAccessObj.BeginAutoReadTransaction(IsolationLevel.ReadCommitted,
ref Transaction,
delegate
{
PPersonTable PersonTable = PPersonAccess.LoadViaPFamily(APartnerKey, Transaction);
if (PersonTable.Rows.Count > 0)
{
ReturnValue = 1;
}
AGiftDetailTable GiftDetailTable = AGiftDetailAccess.LoadViaPPartnerRecipientKey(APartnerKey, Transaction);
if (GiftDetailTable.Rows.Count > 0)
{
ReturnValue = 2;
}
PBankingDetailsTable BankingDetailsTable = PBankingDetailsAccess.LoadViaPPartner(APartnerKey, Transaction);
if (BankingDetailsTable.Rows.Count > 0)
{
ReturnValue = 3;
}
});
return(ReturnValue);
}
private void UpdateAllRecipientDescriptions(Int32 ABatchNumber)
{
DataView giftDetailView = new DataView(FMainDS.AGiftDetail);
giftDetailView.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
ABatchNumber);
foreach (DataRowView rv in giftDetailView)
{
GiftBatchTDSAGiftDetailRow row = (GiftBatchTDSAGiftDetailRow)rv.Row;
if ((row.RecipientKey == 0) && (row.RecipientDescription != row.MotivationDetailCode))
{
if (row.MotivationGroupCode != MFinanceConstants.MOTIVATION_GROUP_GIFT)
{
row.RecipientDescription = row.MotivationDetailCode;
}
else
{
row.RecipientDescription = string.Empty;
}
}
}
}
/// <summary>
/// Update all donor names in gift details table
/// </summary>
/// <param name="ABatchNumber"></param>
private void UpdateAllDonorNames(Int32 ABatchNumber)
{
Dictionary <Int32, Int64> GiftsDict = new Dictionary <Int32, Int64>();
Dictionary <Int64, string> DonorsDict = new Dictionary <Int64, string>();
DataView GiftDV = new DataView(FMainDS.AGift);
GiftDV.RowFilter = string.Format("{0}={1}",
AGiftTable.GetBatchNumberDBName(),
ABatchNumber);
GiftDV.Sort = string.Format("{0} ASC", AGiftTable.GetGiftTransactionNumberDBName());
foreach (DataRowView drv in GiftDV)
{
AGiftRow gr = (AGiftRow)drv.Row;
Int64 donorKey = gr.DonorKey;
GiftsDict.Add(gr.GiftTransactionNumber, donorKey);
if (!DonorsDict.ContainsKey(donorKey))
{
if (donorKey != 0)
{
PPartnerRow pr = RetrieveDonorRow(donorKey);
if (pr != null)
{
DonorsDict.Add(donorKey, pr.PartnerShortName);
}
}
else
{
DonorsDict.Add(0, "");
}
}
}
//Add donor info to gift details
DataView GiftDetailDV = new DataView(FMainDS.AGiftDetail);
GiftDetailDV.RowFilter = string.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
ABatchNumber);
GiftDetailDV.Sort = string.Format("{0} ASC", AGiftDetailTable.GetGiftTransactionNumberDBName());
foreach (DataRowView drv in GiftDetailDV)
{
GiftBatchTDSAGiftDetailRow giftDetail = (GiftBatchTDSAGiftDetailRow)drv.Row;
Int64 donorKey = GiftsDict[giftDetail.GiftTransactionNumber];
giftDetail.DonorKey = donorKey;
giftDetail.DonorName = DonorsDict[donorKey];
}
}
/// <summary>
/// Select the last Gift and motivation details of the gifts that were given within the time period from one partner.
/// </summary>
/// <param name="ADonorKey">Partner key of the donor</param>
/// <param name="ALedgerNumber">Ledger number</param>
/// <param name="AStartDate">Start date of the period</param>
/// <param name="AEndDate">End date of the period</param>
/// <param name="ACurrency">Currency: Base or International</param>
/// <returns>True if a gift was found; otherwise false</returns>
private bool SelectLastGift(Int64 ADonorKey, Int64 ALedgerNumber, DateTime AStartDate, DateTime AEndDate, String ACurrency)
{
String StrSql = "SELECT " + AGiftTable.GetDateEnteredDBName() + ", " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationGroupCodeDBName() + ", " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationDetailCodeDBName();
if (ACurrency == "Base")
{
StrSql = StrSql + ", " + AGiftDetailTable.GetGiftAmountDBName() + " AS CurrentAmount";
}
else
{
StrSql = StrSql + ", " + AGiftDetailTable.GetGiftAmountIntlDBName() + " AS CurrentAmount";
}
StrSql = StrSql +
" FROM " + AGiftTable.GetTableDBName() +
" , " + AGiftDetailTable.GetTableDBName() +
", " + AGiftBatchTable.GetTableDBName() +
" WHERE " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetLedgerNumberDBName() + " = " + ALedgerNumber.ToString() +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetLedgerNumberDBName() + " = " +
ALedgerNumber.ToString() +
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetLedgerNumberDBName() + " = " + ALedgerNumber.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDonorKeyDBName() + " = " + ADonorKey.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetBatchNumberDBName() + " = " + AGiftDetailTable.GetTableDBName() +
"." + AGiftDetailTable.GetBatchNumberDBName() +
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetBatchNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetGiftTransactionNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetGiftTransactionNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " BETWEEN '" + AStartDate.ToString(
"yyyy-MM-dd") + "' AND '" + AEndDate.ToString("yyyy-MM-dd") + "'" +
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchStatusDBName() + " = 'Posted'" +
" ORDER BY " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " DESC LIMIT 1";
DataTable Table = situation.GetDatabaseConnection().SelectDT(StrSql, "table",
situation.GetDatabaseConnection().Transaction, new OdbcParameter[] { });
if (Table.Rows.Count > 0)
{
DateTime DateEntered = (DateTime)Table.Rows[0][AGiftTable.GetDateEnteredDBName()];
decimal CurrentAmount = Convert.ToDecimal(Table.Rows[0]["CurrentAmount"]);
String MotivationDetail = (String)Table.Rows[0][AGiftDetailTable.GetMotivationDetailCodeDBName()];
String MotivationGroup = (String)Table.Rows[0][AGiftDetailTable.GetMotivationGroupCodeDBName()];
situation.GetParameters().Add("LastGiftDate", new TVariant(DateEntered));
situation.GetParameters().Add("LastGiftAmount", new TVariant(CurrentAmount));
situation.GetParameters().Add("MotivationDetail", new TVariant(MotivationDetail));
situation.GetParameters().Add("MotivationGroup", new TVariant(MotivationGroup));
return(true);
}
return(false);
}
private bool OnPreDeleteManual(GiftBatchTDSAGiftDetailRow ARowToDelete, ref string ADeletionQuestion)
{
bool allowDeletion = true;
FGift = GetGiftRow(ARowToDelete.GiftTransactionNumber);
FFilterAllDetailsOfGift = String.Format("{0}={1} and {2}={3}",
AGiftDetailTable.GetBatchNumberDBName(),
FPreviouslySelectedDetailRow.BatchNumber,
AGiftDetailTable.GetGiftTransactionNumberDBName(),
FPreviouslySelectedDetailRow.GiftTransactionNumber);
FGiftDetailView = new DataView(FMainDS.AGiftDetail);
FGiftDetailView.RowFilter = FFilterAllDetailsOfGift;
FGiftDetailView.Sort = AGiftDetailTable.GetDetailNumberDBName() + " ASC";
String formattedDetailAmount = StringHelper.FormatUsingCurrencyCode(ARowToDelete.GiftTransactionAmount, GetBatchRow().CurrencyCode);
if (FGiftDetailView.Count == 1)
{
ADeletionQuestion = String.Format(Catalog.GetString("Are you sure you want to delete gift no. {1} from Gift Batch no. {2}?" +
"\n\r\n\r" + " From: {3}" +
"\n\r" + " To: {4}" +
"\n\r" + "Amount: {5}"),
ARowToDelete.DetailNumber,
ARowToDelete.GiftTransactionNumber,
ARowToDelete.BatchNumber,
ARowToDelete.DonorName,
ARowToDelete.RecipientDescription,
formattedDetailAmount);
}
else if (FGiftDetailView.Count > 1)
{
ADeletionQuestion =
String.Format(Catalog.GetString("Are you sure you want to delete detail line: {0} from gift no. {1} in Gift Batch no. {2}?" +
"\n\r\n\r" + " From: {3}" +
"\n\r" + " To: {4}" +
"\n\r" + "Amount: {5}"),
ARowToDelete.DetailNumber,
ARowToDelete.GiftTransactionNumber,
ARowToDelete.BatchNumber,
ARowToDelete.DonorName,
ARowToDelete.RecipientDescription,
formattedDetailAmount);
}
else //this should never happen
{
ADeletionQuestion =
String.Format(Catalog.GetString("Gift no. {0} in Batch no. {1} has no detail rows in the Gift Detail table!"),
ARowToDelete.GiftTransactionNumber,
ARowToDelete.BatchNumber);
allowDeletion = false;
}
return(allowDeletion);
}
static partial void ValidateGiftDetailManual(ref TVerificationResultCollection AVerificationResult,
TTypedDataTable ASubmitTable)
{
TValidationControlsDict ValidationControlsDict = new TValidationControlsDict();
ValidationControlsDict.Add(ASubmitTable.Columns[AGiftDetailTable.ColumnGiftCommentOneId],
new TValidationControlsData(null, AGiftDetailTable.GetGiftCommentOneDBName()));
for (int Counter = 0; Counter < ASubmitTable.Rows.Count; Counter++)
{
TSharedFinanceValidation_Gift.ValidateGiftDetailManual("TTransactionWebConnector" +
" (Error in Row #" + Counter.ToString() + ")", // No translation of message text since the server's messages should be all in English
(GiftBatchTDSAGiftDetailRow)ASubmitTable.Rows[Counter], ref AVerificationResult,
ValidationControlsDict);
}
}
/// <summary>
/// Ensure the data is loaded for the specified batch
/// </summary>
/// <param name="ALedgerNumber"></param>
/// <param name="ABatchNumber"></param>
/// <returns>If transactions exist</returns>
public Boolean EnsureGiftDataPresent(Int32 ALedgerNumber, Int32 ABatchNumber)
{
DataView TransDV = new DataView(FMainDS.AGiftDetail);
TransDV.RowFilter = String.Format("{0}={1} And {2}={3}",
AGiftDetailTable.GetLedgerNumberDBName(),
ALedgerNumber,
AGiftDetailTable.GetBatchNumberDBName(),
ABatchNumber);
if (TransDV.Count == 0)
{
FMainDS.Merge(TRemote.MFinance.Gift.WebConnectors.LoadGiftAndTaxDeductDataForBatch(ALedgerNumber, ABatchNumber));
}
return(TransDV.Count > 0);
}
public static bool CheckGiftsNotPreviouslyReversed(GiftBatchTDS AGiftDS, out TVerificationResultCollection AMessages)
{
string Message = string.Empty;
int GiftCount = 0;
AMessages = new TVerificationResultCollection();
// sort gifts
AGiftDS.AGiftDetail.DefaultView.Sort = string.Format("{0}, {1}, {2}",
AGiftDetailTable.GetBatchNumberDBName(),
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView RowView in AGiftDS.AGiftDetail.DefaultView)
{
AGiftDetailRow GiftDetailRow = (AGiftDetailRow)RowView.Row;
if (GiftDetailRow.ModifiedDetail)
{
Message += "\n" + String.Format(Catalog.GetString("Gift {0} with Detail {1} in Batch {2}"),
GiftDetailRow.GiftTransactionNumber, GiftDetailRow.DetailNumber, GiftDetailRow.BatchNumber);
GiftCount++;
}
}
if (GiftCount != 0)
{
if (GiftCount > 1)
{
Message = String.Format(Catalog.GetString("Cannot reverse or adjust the following gifts:")) + "\n" + Message +
"\n\n" + Catalog.GetString("They have already been adjusted or reversed.");
}
else if (GiftCount == 1)
{
Message = String.Format(Catalog.GetString("Cannot reverse or adjust the following gift:")) + "\n" + Message +
"\n\n" + Catalog.GetString("It has already been adjusted or reversed.");
}
AMessages.Add(new TVerificationResult(null, Message, TResultSeverity.Resv_Critical));
return(false);
}
return(true);
}
public static void UpdateUnpostedGiftsTaxDeductiblePct(Int64 ARecipientKey, decimal ANewPct, DateTime ADateFrom)
{
TDBTransaction Transaction = null;
bool SubmissionOK = false;
DBAccess.GDBAccessObj.BeginAutoTransaction(IsolationLevel.ReadCommitted,
ref Transaction,
ref SubmissionOK,
delegate
{
string Query = "SELECT a_gift_detail.*" +
" FROM a_gift_detail, a_gift_batch, a_gift" +
" WHERE a_gift_detail.p_recipient_key_n = " + ARecipientKey +
" AND a_gift_detail.a_tax_deductible_pct_n <> " + ANewPct +
" AND a_gift_detail.a_modified_detail_l <> true" +
" AND a_gift_detail.a_tax_deductible_l = true" +
" AND a_gift_batch.a_ledger_number_i = a_gift_detail.a_ledger_number_i" +
" AND a_gift_batch.a_batch_number_i = a_gift_detail.a_batch_number_i" +
" AND a_gift_batch.a_batch_status_c = 'Unposted'" +
" AND a_gift.a_ledger_number_i = a_gift_detail.a_ledger_number_i" +
" AND a_gift.a_batch_number_i = a_gift_detail.a_batch_number_i" +
" AND a_gift.a_gift_transaction_number_i = a_gift_detail.a_gift_transaction_number_i" +
" AND a_gift.a_date_entered_d >= '" + ADateFrom.ToString("yyyy-MM-dd") + "'";
AGiftDetailTable Table = new AGiftDetailTable();
DBAccess.GDBAccessObj.SelectDT(Table, Query, Transaction);
// update fields for each row
for (int i = 0; i < Table.Rows.Count; i++)
{
AGiftDetailRow Row = Table[i];
Row.TaxDeductiblePct = ANewPct;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref Row);
}
AGiftDetailAccess.SubmitChanges(Table, Transaction);
SubmissionOK = true;
});
}
private void SetGiftDetailDefaultView()
{
if (FBatchNumber != -1)
{
string rowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
FBatchNumber);
FFilterAndFindObject.FilterPanelControls.SetBaseFilter(rowFilter, true);
FMainDS.AGiftDetail.DefaultView.RowFilter = rowFilter;
FFilterAndFindObject.CurrentActiveFilter = rowFilter;
// We don't apply the filter yet!
FMainDS.AGiftDetail.DefaultView.Sort = string.Format("{0}, {1}",
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
FMainDS.AGift.DefaultView.RowFilter = String.Format("{0}={1}",
AGiftTable.GetBatchNumberDBName(),
FBatchNumber);
}
}
private void UpdateTransactionsCurrencyAmounts(AGiftBatchRow ABatchRow,
Decimal AIntlToBaseCurrencyExchRate,
Boolean ATransactionInIntlCurrency)
{
int LedgerNumber = ABatchRow.LedgerNumber;
int BatchNumber = ABatchRow.BatchNumber;
decimal BatchExchangeRateToBase = ABatchRow.ExchangeRateToBase;
if (!LoadGiftDataForBatch(LedgerNumber, BatchNumber))
{
return;
}
DataView transDV = new DataView(FMainDS.AGiftDetail);
transDV.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
BatchNumber);
foreach (DataRowView drvTrans in transDV)
{
AGiftDetailRow gdr = (AGiftDetailRow)drvTrans.Row;
gdr.GiftAmount = GLRoutines.Divide(gdr.GiftTransactionAmount, BatchExchangeRateToBase);
if (!ATransactionInIntlCurrency)
{
gdr.GiftAmountIntl = (AIntlToBaseCurrencyExchRate == 0) ? 0 : GLRoutines.Divide(gdr.GiftAmount, AIntlToBaseCurrencyExchRate);
}
else
{
gdr.GiftAmountIntl = gdr.GiftTransactionAmount;
}
if (FSETUseTaxDeductiblePercentageFlag)
{
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref gdr);
}
}
}
public static int CanFamilyMergeIntoDifferentClass(long APartnerKey)
{
TDBTransaction Transaction = DBAccess.GDBAccessObj.BeginTransaction(IsolationLevel.ReadCommitted);
try
{
PPersonTable PersonTable = PPersonAccess.LoadViaPFamily(APartnerKey, Transaction);
if (PersonTable.Rows.Count > 0)
{
return(1);
}
AGiftDetailTable GiftDetailTable = AGiftDetailAccess.LoadViaPPartnerRecipientKey(APartnerKey, Transaction);
if (GiftDetailTable.Rows.Count > 0)
{
return(2);
}
PBankingDetailsTable BankingDetailsTable = PBankingDetailsAccess.LoadViaPPartner(APartnerKey, Transaction);
if (BankingDetailsTable.Rows.Count > 0)
{
return(3);
}
}
catch (Exception e)
{
TLogging.Log(e.ToString());
}
finally
{
DBAccess.GDBAccessObj.RollbackTransaction();
TLogging.LogAtLevel(7, "TMergePartnersWebConnector.CanFamilyMergeIntoDifferentClass: rollback own transaction.");
}
return(0);
}
private void DeleteCurrentBatchGiftData(Int32 ABatchNumber, ref List <string> AModifiedDetailKeyRows)
{
DataView giftDetailView = new DataView(FMainDS.AGiftDetail);
giftDetailView.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
ABatchNumber);
giftDetailView.Sort = String.Format("{0} DESC, {1} DESC",
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView dr in giftDetailView)
{
AGiftDetailRow gdr = (AGiftDetailRow)dr.Row;
if ((gdr.ModifiedDetailKey != null) && (gdr.ModifiedDetailKey.Length > 0))
{
AModifiedDetailKeyRows.Add(gdr.ModifiedDetailKey);
}
dr.Delete();
}
DataView giftView = new DataView(FMainDS.AGift);
giftView.RowFilter = String.Format("{0}={1}",
AGiftTable.GetBatchNumberDBName(),
ABatchNumber);
giftView.Sort = String.Format("{0} DESC",
AGiftTable.GetGiftTransactionNumberDBName());
foreach (DataRowView dr in giftView)
{
dr.Delete();
}
}
/// <summary>
/// Delete data from current gift batch
/// </summary>
/// <param name="ABatchNumber"></param>
/// <param name="AModifiedDetailKeyRows"></param>
public void DeleteBatchGiftData(Int32 ABatchNumber, ref List <string> AModifiedDetailKeyRows)
{
DataView giftDetailView = new DataView(FMainDS.AGiftDetail);
giftDetailView.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
ABatchNumber);
giftDetailView.Sort = String.Format("{0} DESC, {1} DESC",
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView dr in giftDetailView)
{
AGiftDetailRow gdr = (AGiftDetailRow)dr.Row;
if (gdr.ModifiedDetail && !string.IsNullOrEmpty(gdr.ModifiedDetailKey))
{
AModifiedDetailKeyRows.Add(gdr.ModifiedDetailKey);
}
dr.Delete();
}
DataView GiftView = new DataView(FMainDS.AGift);
GiftView.RowFilter = String.Format("{0}={1}",
AGiftTable.GetBatchNumberDBName(),
ABatchNumber);
GiftView.Sort = String.Format("{0} DESC",
AGiftTable.GetGiftTransactionNumberDBName());
foreach (DataRowView dr in GiftView)
{
dr.Delete();
}
}
private void DonorKeyChanged(Int64 APartnerKey,
String APartnerShortName,
bool AValidSelection)
{
if (!FAutoPopulatingGiftInProcess)
{
//This gets set to false when autopopulating gift
txtDetailDonorKey.FocusTextBoxPartAfterFindScreenCloses = true;
}
if (FAutoPopulatingGiftInProcess)
{
return;
}
else if (!AValidSelection && (APartnerKey != 0))
{
//An invalid donor number can stop deletion of a new row, so need to stop invalid entries
MessageBox.Show(String.Format(Catalog.GetString("Donor number {0} could not be found!"),
APartnerKey));
txtDetailDonorKey.Text = String.Format("{0:0000000000}", 0);
return;
}
// At the moment this event is thrown twice
// We want to deal only on manual entered changes, i.e. not on selections changes, and on non-zero keys
else if (FPetraUtilsObject.SuppressChangeDetection || (APartnerKey == 0))
{
// FLastDonor should be the last donor key that has been entered for a gift (not 0)
if (APartnerKey != 0)
{
FLastDonor = APartnerKey;
mniDonorHistory.Enabled = true;
}
else
{
mniDonorHistory.Enabled = false;
txtDonorInfo.Text = string.Empty;
if (FNewGiftInProcess)
{
FLastDonor = 0;
}
}
}
else
{
try
{
Cursor = Cursors.WaitCursor;
// this is a different donor
if (APartnerKey != FLastDonor)
{
PPartnerRow pr = RetrieveDonorRow(APartnerKey);
if (pr == null)
{
string errMsg = String.Format(Catalog.GetString("Partner Key:'{0} - {1}' cannot be found in the Partner table!"),
APartnerKey,
APartnerShortName);
MessageBox.Show(errMsg, Catalog.GetString("Donor Changed"), MessageBoxButtons.OK, MessageBoxIcon.Error);
//An invalid donor number can stop deletion of a new row, so need to stop invalid entries
txtDetailDonorKey.Text = String.Format("{0:0000000000}", 0);
return;
}
chkDetailConfidentialGiftFlag.Checked = pr.AnonymousDonor;
Int32 giftTransactionNo = FPreviouslySelectedDetailRow.GiftTransactionNumber;
DataView giftDetailDV = new DataView(FMainDS.AGiftDetail);
giftDetailDV.RowFilter = string.Format("{0}={1} And {2}={3}",
AGiftDetailTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftDetailTable.GetGiftTransactionNumberDBName(),
giftTransactionNo);
foreach (DataRowView drv in giftDetailDV)
{
GiftBatchTDSAGiftDetailRow giftDetail = (GiftBatchTDSAGiftDetailRow)drv.Row;
giftDetail.DonorKey = APartnerKey;
giftDetail.DonorName = APartnerShortName;
giftDetail.DonorClass = pr.PartnerClass;
}
//Point to current gift row and specify as not a new donor
FGift = GetGiftRow(giftTransactionNo);
FGift.FirstTimeGift = false;
//Only autopopulate if this is a donor selection on a clean gift,
// i.e. determine this is not a donor change where other changes have been made
//Sometimes you want to just change the donor without changing what already has been entered
// e.g. when you realise you have entered the wrong donor after entering the correct recipient data
if (!DonorIsAlreadyLoaded(APartnerKey, giftTransactionNo) &&
!TRemote.MFinance.Gift.WebConnectors.DonorHasGiven(FLedgerNumber, APartnerKey))
{
FGift.FirstTimeGift = true;
// add donor key to list so that new donor warning can be shown
if (!FNewDonorsList.Contains(APartnerKey))
{
FNewDonorsList.Add(APartnerKey);
}
}
else if ((giftDetailDV.Count == 1) &&
(Convert.ToInt64(txtDetailRecipientKey.Text) == 0) &&
(txtDetailGiftTransactionAmount.NumberValueDecimal.Value == 0))
{
AutoPopulateGiftDetail(APartnerKey, APartnerShortName, giftTransactionNo);
}
mniDonorHistory.Enabled = true;
}
ShowDonorInfo(null, APartnerKey);
FLastDonor = APartnerKey;
}
finally
{
Cursor = Cursors.Default;
}
}
}
private bool OnDeleteRowManual(GiftBatchTDSAGiftDetailRow ARowToDelete, ref string ACompletionMessage)
{
bool deletionSuccessful = false;
string originatingDetailRef = string.Empty;
ACompletionMessage = string.Empty;
if (ARowToDelete == null)
{
return(deletionSuccessful);
}
// temporarily disable New Donor Warning
((TFrmGiftBatch)this.ParentForm).NewDonorWarning = false;
if ((ARowToDelete.RowState != DataRowState.Added) && !((TFrmGiftBatch)this.ParentForm).SaveChangesManual())
{
MessageBox.Show("Error in trying to save prior to deleting current gift detail!");
return(deletionSuccessful);
}
((TFrmGiftBatch)this.ParentForm).NewDonorWarning = true;
//Backup the Dataset for reversion purposes
GiftBatchTDS FTempDS = (GiftBatchTDS)FMainDS.Copy();
FTempDS.Merge(FMainDS);
if (ARowToDelete.RowState != DataRowState.Added)
{
//Required to deal with concurrency errors
FMainDS.AcceptChanges();
}
int selectedDetailNumber = ARowToDelete.DetailNumber;
int giftToDeleteTransNo = 0;
string filterAllGiftsOfBatch = String.Empty;
string filterAllGiftDetailsOfBatch = String.Empty;
int detailRowCount = FGiftDetailView.Count;
try
{
//Speeds up deletion of larger gift sets
FMainDS.EnforceConstraints = false;
if (ARowToDelete.ModifiedDetailKey != null)
{
originatingDetailRef = ARowToDelete.ModifiedDetailKey;
}
//Delete current detail row
ARowToDelete.Delete();
//If there existed (before the delete row above) more than one detail row, then no need to delete gift header row
if (detailRowCount > 1)
{
FGiftSelectedForDeletion = false;
foreach (DataRowView rv in FGiftDetailView)
{
GiftBatchTDSAGiftDetailRow row = (GiftBatchTDSAGiftDetailRow)rv.Row;
if (row.DetailNumber > selectedDetailNumber)
{
row.DetailNumber--;
}
}
FGift.LastDetailNumber--;
FPetraUtilsObject.SetChangedFlag();
}
else
{
giftToDeleteTransNo = FGift.GiftTransactionNumber;
TLogging.Log("Delete row: " + giftToDeleteTransNo.ToString());
// Reduce all Gift Detail row Transaction numbers by 1 if they are greater then gift to be deleted
filterAllGiftDetailsOfBatch = String.Format("{0}={1} And {2}>{3}",
AGiftDetailTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftDetailTable.GetGiftTransactionNumberDBName(),
giftToDeleteTransNo);
DataView giftDetailView = new DataView(FMainDS.AGiftDetail);
giftDetailView.RowFilter = filterAllGiftDetailsOfBatch;
giftDetailView.Sort = String.Format("{0} ASC", AGiftDetailTable.GetGiftTransactionNumberDBName());
foreach (DataRowView rv in giftDetailView)
{
GiftBatchTDSAGiftDetailRow row = (GiftBatchTDSAGiftDetailRow)rv.Row;
row.GiftTransactionNumber--;
}
//Cannot delete the gift row, just copy the data of rows above down by 1 row
// and then mark the top row for deletion
//In other words, bubble the gift row to be deleted to the top
filterAllGiftsOfBatch = String.Format("{0}={1} And {2}>={3}",
AGiftTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftTable.GetGiftTransactionNumberDBName(),
giftToDeleteTransNo);
DataView giftView = new DataView(FMainDS.AGift);
giftView.RowFilter = filterAllGiftsOfBatch;
giftView.Sort = String.Format("{0} ASC", AGiftTable.GetGiftTransactionNumberDBName());
AGiftRow giftRowToReceive = null;
AGiftRow giftRowToCopyDown = null;
AGiftRow giftRowCurrent = null;
int currentGiftTransNo = 0;
foreach (DataRowView gv in giftView)
{
giftRowCurrent = (AGiftRow)gv.Row;
currentGiftTransNo = giftRowCurrent.GiftTransactionNumber;
if (currentGiftTransNo > giftToDeleteTransNo)
{
giftRowToCopyDown = giftRowCurrent;
//Copy column values down
for (int j = 3; j < giftRowToCopyDown.Table.Columns.Count; j++)
{
//Update all columns except the pk fields that remain the same
if (!giftRowToCopyDown.Table.Columns[j].ColumnName.EndsWith("_text"))
{
giftRowToReceive[j] = giftRowToCopyDown[j];
}
}
}
if (currentGiftTransNo == FBatchRow.LastGiftNumber)
{
//Mark last record for deletion
giftRowCurrent.GiftStatus = MFinanceConstants.MARKED_FOR_DELETION;
}
//Will always be previous row
giftRowToReceive = giftRowCurrent;
}
FPreviouslySelectedDetailRow = null;
FPetraUtilsObject.SetChangedFlag();
FGiftSelectedForDeletion = true;
FBatchRow.LastGiftNumber--;
}
//Force a change in the batch row to make sure it exists in the dataset to save
FBatchRow.DateModified = DateTime.Now;
//Check if deleting a reversed gift detail
if (originatingDetailRef.StartsWith("|"))
{
bool ok = TRemote.MFinance.Gift.WebConnectors.ReversedGiftReset(FLedgerNumber, originatingDetailRef);
if (!ok)
{
throw new Exception("Error in trying to reset Modified Detail field of the originating gift detail.");
}
}
//Try to save changes
if (((TFrmGiftBatch)this.ParentForm).SaveChangesManual())
{
//Clear current batch's gift data and reload from server
RefreshCurrentBatchGiftData(FBatchNumber);
}
else
{
throw new Exception("Unable to save after deleting a gift!");
}
ACompletionMessage = Catalog.GetString("Gift row deleted successfully!");
deletionSuccessful = true;
}
catch (Exception ex)
{
ACompletionMessage = ex.Message;
MessageBox.Show(ex.Message,
"Gift Deletion Error",
MessageBoxButtons.OK,
MessageBoxIcon.Error);
//Revert to previous state
FMainDS.Merge(FTempDS);
}
finally
{
FMainDS.EnforceConstraints = true;
SetGiftDetailDefaultView();
FFilterAndFindObject.ApplyFilter();
}
UpdateRecordNumberDisplay();
return(deletionSuccessful);
}
/// <summary>
/// This report considers gifts given between the two specified dates, and can include all gifts or, if
/// selected, those to a particular motivation, motivation detail or recipient. For the defined set of gifts
/// and its total value, the donors are sorted into a list, starting with those who gave most, and showing
/// the percentage that their gifts contributed to the total received (for this motivation or recipient, if
/// specified) and the cumulative percentage, moving down the list starting with the top donor.
/// </summary>
/// <param name="ATotalAmount">Pre calculated value of the total gifts given with these parameters</param>
/// <param name="ATopXPercent">Upper limit of the percentage to show in the report</param>
/// <param name="ABottomXPercent">Lower limit of the percentage to show in the report</param>
/// <param name="AExtract">true to use only partners from an extract</param>
/// <param name="AExtractName">extract name</param>
/// <param name="AStartDate">Start date of the gifts given</param>
/// <param name="AEndDate">End date of the gifts given</param>
/// <param name="ARecipientKey">Partner key of a specific recipient. If 0 then use all recipients</param>
/// <param name="AMotivationGroup">Limit gifts to this motivation group. If % use all motivation groups</param>
/// <param name="AMotivationDetail">Limit gifts to this motivation detail. If % use all motivation details</param>
/// <returns></returns>
private bool MakeTopDonor(decimal ATotalAmount, decimal ATopXPercent, decimal ABottomXPercent,
bool AExtract, String AExtractName, DateTime AStartDate, DateTime AEndDate,
Int64 ARecipientKey, String AMotivationGroup, String AMotivationDetail)
{
Int64 LedgerNumber = situation.GetParameters().Get("param_ledger_number_i").ToInt64();
String CurrencyType = situation.GetParameters().Get("param_currency").ToString();
StringBuilder SqlString = new StringBuilder();
SqlString.Append("SELECT DISTINCT ");
SqlString.Append("gift.p_donor_key_n AS DonorKey, ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerShortNameDBName() + " AS ShortName, ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerClassDBName() + " AS PartnerClass, ");
if (CurrencyType == "Base")
{
SqlString.Append("SUM(detail." + AGiftDetailTable.GetGiftAmountDBName() + ") AS Amount ");
}
else
{
SqlString.Append("SUM(detail." + AGiftDetailTable.GetGiftAmountIntlDBName() + ") AS Amount ");
}
SqlString.Append(
" FROM " + AGiftTable.GetTableDBName() + " as gift, " + AGiftDetailTable.GetTableDBName() + " as detail, " +
PPartnerTable.GetTableDBName() + ", " + AGiftBatchTable.GetTableDBName() + " ");
if (AExtract)
{
SqlString.Append(", " + MExtractTable.GetTableDBName() + ", " + MExtractMasterTable.GetTableDBName());
SqlString.Append(
" WHERE gift." + AGiftTable.GetDonorKeyDBName() + " = " + MExtractTable.GetTableDBName() + "." +
MExtractTable.GetPartnerKeyDBName());
SqlString.Append(
" AND " + MExtractTable.GetTableDBName() + "." + MExtractTable.GetExtractIdDBName() + " = " +
MExtractMasterTable.GetTableDBName() +
"." + MExtractMasterTable.GetExtractIdDBName());
SqlString.Append(" AND " + MExtractMasterTable.GetTableDBName() + "." + MExtractMasterTable.GetExtractNameDBName() + " = '");
SqlString.Append(AExtractName);
SqlString.Append("' AND ");
}
else
{
SqlString.Append(" WHERE ");
}
SqlString.Append(" detail." + AGiftDetailTable.GetLedgerNumberDBName() + " = gift." + AGiftTable.GetLedgerNumberDBName());
SqlString.Append(" AND detail." + AGiftDetailTable.GetBatchNumberDBName() + " = gift." + AGiftTable.GetBatchNumberDBName());
SqlString.Append(
" AND detail." + AGiftDetailTable.GetGiftTransactionNumberDBName() + " = gift." + AGiftTable.GetGiftTransactionNumberDBName());
SqlString.Append(" AND gift." + AGiftTable.GetDateEnteredDBName() + " BETWEEN '");
SqlString.Append(AStartDate.ToString("yyyy-MM-dd"));
SqlString.Append("' AND '");
SqlString.Append(AEndDate.ToString("yyyy-MM-dd"));
SqlString.Append("' AND gift." + AGiftTable.GetLedgerNumberDBName() + " = ");
SqlString.Append(LedgerNumber.ToString());
SqlString.Append(" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetLedgerNumberDBName() + " = ");
SqlString.Append(LedgerNumber.ToString());
SqlString.Append(
" AND " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchNumberDBName() + " = gift." +
AGiftTable.GetBatchNumberDBName());
SqlString.Append(" AND ( " + AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchStatusDBName() + " = 'Posted' OR ");
SqlString.Append(AGiftBatchTable.GetTableDBName() + "." + AGiftBatchTable.GetBatchStatusDBName() + " = 'posted' ) ");
SqlString.Append(
" AND " + PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerKeyDBName() + " = gift." + AGiftTable.GetDonorKeyDBName());
if (ARecipientKey != 0)
{
SqlString.Append(" AND detail." + AGiftDetailTable.GetRecipientKeyDBName() + " = ");
SqlString.Append(ARecipientKey.ToString());
}
if (AMotivationGroup != "%")
{
SqlString.Append(" AND detail." + AGiftDetailTable.GetMotivationGroupCodeDBName() + " LIKE '");
SqlString.Append(AMotivationGroup);
SqlString.Append("' ");
}
if (AMotivationDetail != "%")
{
SqlString.Append(" AND detail." + AGiftDetailTable.GetMotivationDetailCodeDBName() + " LIKE '");
SqlString.Append(AMotivationDetail);
SqlString.Append("' ");
}
SqlString.Append(" GROUP BY gift." + AGiftTable.GetDonorKeyDBName() + ", ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerShortNameDBName() + ", ");
SqlString.Append(PPartnerTable.GetTableDBName() + "." + PPartnerTable.GetPartnerClassDBName());
SqlString.Append(" ORDER BY Amount DESC");
DataTable Table = situation.GetDatabaseConnection().SelectDT(SqlString.ToString(), "table",
situation.GetDatabaseConnection().Transaction, new OdbcParameter[] { });
decimal CummulativeAmount = 0;
decimal TopAmount = ATotalAmount * ATopXPercent / 100;
decimal BottomAmount = ATotalAmount * ABottomXPercent / 100;
int NumColumns = 7;
int ChildRow = 1;
situation.GetResults().Clear();
for (int Counter = 0; Counter < Table.Rows.Count; ++Counter)
{
decimal CurrentAmount = Convert.ToDecimal(Table.Rows[Counter]["Amount"]);
if (CurrentAmount < 0)
{
continue;
}
if ((CummulativeAmount <= TopAmount) &&
(CummulativeAmount >= BottomAmount))
{
Int64 DonorKey = Convert.ToInt64(Table.Rows[Counter]["DonorKey"]);
String ShortName = (String)Table.Rows[Counter]["ShortName"];
String PartnerClass = (String)Table.Rows[Counter]["PartnerClass"];
CummulativeAmount += CurrentAmount;
// Transfer to results
TVariant[] Header = new TVariant[NumColumns];
TVariant[] Description =
{
new TVariant(), new TVariant()
};
TVariant[] Columns = new TVariant[NumColumns];
for (int Counter2 = 0; Counter2 < NumColumns; ++Counter2)
{
Header[Counter2] = new TVariant();
Columns[Counter2] = new TVariant();
}
StringBuilder PartnerAddress = new StringBuilder();
PPartnerLocationRow AddressRow;
if (Ict.Petra.Server.MReporting.MPartner.TRptUserFunctionsPartner.GetPartnerBestAddressRow(DonorKey, situation, out AddressRow))
{
PLocationTable LocationTable = PLocationAccess.LoadByPrimaryKey(AddressRow.SiteKey,
AddressRow.LocationKey, situation.GetDatabaseConnection().Transaction);
if (LocationTable.Rows.Count > 0)
{
PLocationRow LocationRow = (PLocationRow)LocationTable.Rows[0];
PartnerAddress.Append(LocationRow.Locality);
if (LocationRow.Locality.Length > 0)
{
PartnerAddress.Append(", ");
}
PartnerAddress.Append(LocationRow.StreetName);
if (PartnerAddress.Length > 0)
{
PartnerAddress.Append(", ");
}
PartnerAddress.Append(LocationRow.Address3);
if (PartnerAddress.Length > 0)
{
PartnerAddress.Append(", ");
}
PartnerAddress.Append(LocationRow.PostalCode);
PartnerAddress.Append(" ");
PartnerAddress.Append(LocationRow.City);
if (LocationRow.County.Length > 0)
{
PartnerAddress.Append(", ");
PartnerAddress.Append(LocationRow.County);
}
PartnerAddress.Append(", ");
PartnerAddress.Append(LocationRow.CountryCode);
}
}
Columns[0] = new TVariant(DonorKey.ToString("0000000000"));
Columns[1] = new TVariant(PartnerClass);
Columns[2] = new TVariant(ShortName);
Columns[3] = new TVariant(CurrentAmount, "-#,##0.00;#,##0.00");
Columns[4] = new TVariant((CurrentAmount * 100 / ATotalAmount), "-#,##0.00;#,##0.00");
Columns[5] = new TVariant((CummulativeAmount * 100 / ATotalAmount), "-#,##0.00;#,##0.00");
Columns[6] = new TVariant(PartnerAddress.ToString());
situation.GetResults().AddRow(0, ChildRow++, true, 2, "", "", false,
Header, Description, Columns);
}
else
{
CummulativeAmount += CurrentAmount;
}
}
return(true);
}
/// <summary>
/// Used internally to build a SQL WHERE criteria from the AFindCriteria HashTable.
///
/// </summary>
/// <param name="ACriteriaData">HashTable containing non-empty Partner Find parameters</param>
/// <param name="AParametersArray">An array holding 1..n instantiated OdbcParameters
/// (including parameter Value)</param>
/// <returns>SQL WHERE criteria
/// </returns>
private static String BuildCustomWhereCriteria(DataTable ACriteriaData, out OdbcParameter[] AParametersArray)
{
String CustomWhereCriteria = "";
DataTable CriteriaDataTable;
DataRow CriteriaRow;
ArrayList InternalParameters;
CriteriaDataTable = ACriteriaData;
CriteriaRow = CriteriaDataTable.Rows[0];
InternalParameters = new ArrayList();
if (CriteriaRow["Ledger"].ToString().Length > 0)
{
// Searched DB Field: 'a_ledger_number_i'
new TDynamicSearchHelper(AGiftDetailTable.TableId,
AGiftDetailTable.ColumnLedgerNumberId, CriteriaRow, "Ledger", "",
ref CustomWhereCriteria, ref InternalParameters);
}
// Searched DB Field: 'a_batch_number_i'
if ((CriteriaRow["Batch"] != null) && (CriteriaRow["Batch"] != System.DBNull.Value))
{
// do manually otherwise 0 gets changed to a string and we get a crash
CustomWhereCriteria = String.Format("{0} AND {1} = ?", CustomWhereCriteria,
"PUB_" + TTypedDataTable.GetTableNameSQL(AGiftDetailTable.TableId) + "." + AGiftDetailTable.GetBatchNumberDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.Int, 10);
miParam.Value = (object)(CriteriaRow["Batch"]);
InternalParameters.Add(miParam);
}
// Searched DB Field: 'a_gift_transaction_number_i'
if ((CriteriaRow["Transaction"] != null) && (CriteriaRow["Transaction"] != System.DBNull.Value))
{
// do manually otherwise 0 gets changed to a string and we get a crash
CustomWhereCriteria = String.Format("{0} AND {1} = ?", CustomWhereCriteria,
"PUB_" + TTypedDataTable.GetTableNameSQL(AGiftDetailTable.TableId) + "." + AGiftDetailTable.GetGiftTransactionNumberDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.Int, 10);
miParam.Value = (object)(CriteriaRow["Transaction"]);
InternalParameters.Add(miParam);
}
// Searched DB Field: 'a_receipt_number_i'
if ((CriteriaRow["Receipt"] != null) && (CriteriaRow["Receipt"] != System.DBNull.Value))
{
// do manually otherwise 0 gets changed to a string and we get a crash
CustomWhereCriteria = String.Format("{0} AND {1} = ?", CustomWhereCriteria,
"PUB_" + TTypedDataTable.GetTableNameSQL(AGiftTable.TableId) + "." + AGiftTable.GetReceiptNumberDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.Int, 10);
miParam.Value = (object)(CriteriaRow["Receipt"]);
InternalParameters.Add(miParam);
}
// Searched DB Field: 'a_motivation_group_code_c'
if (CriteriaRow["MotivationGroup"].ToString().Length > 0)
{
new TDynamicSearchHelper(AGiftDetailTable.TableId,
AGiftDetailTable.ColumnMotivationGroupCodeId, CriteriaRow, "MotivationGroup", "",
ref CustomWhereCriteria,
ref InternalParameters);
}
// Searched DB Field: 'a_motivation_detail_code_c'
if (CriteriaRow["MotivationDetail"].ToString().Length > 0)
{
new TDynamicSearchHelper(AGiftDetailTable.TableId,
AGiftDetailTable.ColumnMotivationDetailCodeId, CriteriaRow, "MotivationDetail", "",
ref CustomWhereCriteria,
ref InternalParameters);
}
// Searched DB Field: 'a_gift_comment_one_c'
if (CriteriaRow["Comment1"].ToString().Length > 0)
{
CriteriaRow.Table.Columns.Add(new DataColumn("Comment1Match"));
CriteriaRow["Comment1Match"] = "CONTAINS";
new TDynamicSearchHelper(AGiftDetailTable.TableId,
AGiftDetailTable.ColumnGiftCommentOneId, CriteriaRow, "Comment1", "Comment1Match",
ref CustomWhereCriteria,
ref InternalParameters);
}
// Searched DB Field: 'p_donor_key_n'
if (((Int64)CriteriaRow["Donor"]) > 0)
{
new TDynamicSearchHelper(AGiftTable.TableId,
AGiftTable.ColumnDonorKeyId, CriteriaRow, "Donor", "",
ref CustomWhereCriteria,
ref InternalParameters);
}
// Searched DB Field: 'p_recipient_key_n'
if (((Int64)CriteriaRow["Recipient"]) > 0)
{
new TDynamicSearchHelper(AGiftDetailTable.TableId,
AGiftDetailTable.ColumnRecipientKeyId, CriteriaRow, "Recipient", "",
ref CustomWhereCriteria,
ref InternalParameters);
}
// Searched DB Field: 'a_date_entered_d'
if ((CriteriaRow["From"] != System.DBNull.Value) && (CriteriaRow["To"] != System.DBNull.Value) &&
(CriteriaRow["From"] == CriteriaRow["To"]))
{
CustomWhereCriteria = String.Format("{0} AND {1} = ?", CustomWhereCriteria,
AGiftTable.GetDateEnteredDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.DateTime, 10);
miParam.Value = (object)(CriteriaRow["From"]);
InternalParameters.Add(miParam);
}
else
{
if (CriteriaRow["From"] != System.DBNull.Value)
{
CustomWhereCriteria = String.Format("{0} AND {1} >= ?", CustomWhereCriteria,
AGiftTable.GetDateEnteredDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.DateTime, 10);
miParam.Value = (object)(CriteriaRow["From"]);
InternalParameters.Add(miParam);
}
if (CriteriaRow["To"] != System.DBNull.Value)
{
CustomWhereCriteria = String.Format("{0} AND {1} <= ?", CustomWhereCriteria,
AGiftTable.GetDateEnteredDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.DateTime, 10);
miParam.Value = (object)(CriteriaRow["To"]);
InternalParameters.Add(miParam);
}
}
// Searched DB Field: 'a_gift_amount_n'
if ((CriteriaRow["MinAmount"].ToString().Length > 0) && (CriteriaRow["MaxAmount"].ToString().Length > 0) &&
(CriteriaRow["MinAmount"] == CriteriaRow["MaxAmount"]))
{
CustomWhereCriteria = String.Format("{0} AND {1} = ?", CustomWhereCriteria,
AGiftDetailTable.GetGiftAmountDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.Int, 10);
miParam.Value = (object)(CriteriaRow["MinAmount"]);
InternalParameters.Add(miParam);
}
else
{
if (CriteriaRow["MinAmount"].ToString().Length > 0)
{
CustomWhereCriteria = String.Format("{0} AND {1} >= ?", CustomWhereCriteria,
AGiftDetailTable.GetGiftAmountDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.Int, 10);
miParam.Value = (object)(CriteriaRow["MinAmount"]);
InternalParameters.Add(miParam);
}
if (CriteriaRow["MaxAmount"].ToString().Length > 0)
{
CustomWhereCriteria = String.Format("{0} AND {1} <= ?", CustomWhereCriteria,
AGiftDetailTable.GetGiftAmountDBName());
OdbcParameter miParam = new OdbcParameter("", OdbcType.Int, 10);
miParam.Value = (object)(CriteriaRow["MaxAmount"]);
InternalParameters.Add(miParam);
}
}
// TLogging.LogAtLevel(7, "CustomWhereCriteria: " + CustomWhereCriteria);
/* Convert ArrayList to a array of ODBCParameters
* seem to need to declare a type first
*/
AParametersArray = ((OdbcParameter[])(InternalParameters.ToArray(typeof(OdbcParameter))));
InternalParameters = null; // ensure this is GC'd
return(CustomWhereCriteria);
}
/// <summary>
/// Main method to post a specified batch
/// </summary>
/// <param name="ACurrentBatchRow">The batch row to post</param>
/// <param name="APostingAlreadyConfirmed">True means ask user if they want to post</param>
/// <param name="AWarnOfInactiveValues">True means user is warned if inactive values exist</param>
/// <param name="ADonorZeroIsValid"></param>
/// <param name="ARecipientZeroIsValid"></param>
/// <returns>True if the batch was successfully posted</returns>
public bool PostBatch(AGiftBatchRow ACurrentBatchRow,
bool APostingAlreadyConfirmed = false,
bool AWarnOfInactiveValues = true,
bool ADonorZeroIsValid = false,
bool ARecipientZeroIsValid = false)
{
//This assumes that all gift data etc is loaded into the batch before arriving here
bool RetVal = false;
if ((ACurrentBatchRow == null) || (ACurrentBatchRow.BatchStatus != MFinanceConstants.BATCH_UNPOSTED))
{
return(RetVal);
}
FSelectedBatchNumber = ACurrentBatchRow.BatchNumber;
TVerificationResultCollection Verifications;
try
{
//Make sure that all control data is in dataset
FMyForm.GetControlDataForPosting();
GiftBatchTDSAGiftDetailTable batchGiftDetails = new GiftBatchTDSAGiftDetailTable();
DataView batchGiftDetailsDV = new DataView(FMainDS.AGiftDetail);
batchGiftDetailsDV.RowFilter = string.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
FSelectedBatchNumber);
batchGiftDetailsDV.Sort = string.Format("{0} ASC, {1} ASC, {2} ASC",
AGiftDetailTable.GetBatchNumberDBName(),
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView drv in batchGiftDetailsDV)
{
GiftBatchTDSAGiftDetailRow gBRow = (GiftBatchTDSAGiftDetailRow)drv.Row;
batchGiftDetails.Rows.Add((object[])gBRow.ItemArray.Clone());
}
bool CancelledDueToExWorkerOrAnonDonor;
// save first, then post
if (!FMyForm.SaveChangesForPosting(batchGiftDetails, out CancelledDueToExWorkerOrAnonDonor))
{
FMyForm.Cursor = Cursors.Default;
if (!CancelledDueToExWorkerOrAnonDonor)
{
// saving failed, therefore do not try to post
MessageBox.Show(Catalog.GetString("The batch was not posted due to problems during saving; ") + Environment.NewLine +
Catalog.GetString("Please first correct and save the batch, and then post it!"));
}
return(RetVal);
}
}
catch (Exception ex)
{
TLogging.LogException(ex, Utilities.GetMethodSignature());
throw;
}
//Check for missing international exchange rate
bool IsTransactionInIntlCurrency = false;
FMyForm.WarnAboutMissingIntlExchangeRate = true;
if (FMyForm.InternationalCurrencyExchangeRate(ACurrentBatchRow, out IsTransactionInIntlCurrency, true) == 0)
{
return(RetVal);
}
//Check for zero Donors or Recipients
if (!ADonorZeroIsValid)
{
DataView batchGiftDV = new DataView(FMainDS.AGift);
batchGiftDV.RowFilter = string.Format("{0}={1} And {2}=0",
AGiftTable.GetBatchNumberDBName(),
FSelectedBatchNumber,
AGiftTable.GetDonorKeyDBName());
int numDonorZeros = batchGiftDV.Count;
if (numDonorZeros > 0)
{
string messageListOfOffendingGifts =
String.Format(Catalog.GetString(
"Gift Batch {0} contains {1} gift detail(s) with Donor 0000000. Please fix before posting!{2}{2}"),
FSelectedBatchNumber,
numDonorZeros,
Environment.NewLine);
string listOfOffendingRows = string.Empty;
listOfOffendingRows += "Gift" + Environment.NewLine;
listOfOffendingRows += "------------";
foreach (DataRowView drv in batchGiftDV)
{
AGiftRow giftRow = (AGiftRow)drv.Row;
listOfOffendingRows += String.Format("{0}{1:0000}",
Environment.NewLine,
giftRow.GiftTransactionNumber);
}
TFrmExtendedMessageBox extendedMessageBox = new TFrmExtendedMessageBox(FMyForm);
extendedMessageBox.ShowDialog((messageListOfOffendingGifts + listOfOffendingRows),
Catalog.GetString("Post Batch Error"), string.Empty,
TFrmExtendedMessageBox.TButtons.embbOK,
TFrmExtendedMessageBox.TIcon.embiWarning);
return(RetVal);
}
}
if (!ARecipientZeroIsValid)
{
DataView batchGiftDetailsDV = new DataView(FMainDS.AGiftDetail);
batchGiftDetailsDV.RowFilter = string.Format("{0}={1} And {2}=0",
AGiftDetailTable.GetBatchNumberDBName(),
FSelectedBatchNumber,
AGiftDetailTable.GetRecipientKeyDBName());
int numRecipientZeros = batchGiftDetailsDV.Count;
if (numRecipientZeros > 0)
{
string messageListOfOffendingGifts =
String.Format(Catalog.GetString(
"Gift Batch {0} contains {1} gift detail(s) with Recipient 0000000. Please fix before posting!{2}{2}"),
FSelectedBatchNumber,
numRecipientZeros,
Environment.NewLine);
string listOfOffendingRows = string.Empty;
listOfOffendingRows += "Gift Detail" + Environment.NewLine;
listOfOffendingRows += "-------------------";
foreach (DataRowView drv in batchGiftDetailsDV)
{
AGiftDetailRow giftDetailRow = (AGiftDetailRow)drv.Row;
listOfOffendingRows += String.Format("{0}{1:0000} {2:00}",
Environment.NewLine,
giftDetailRow.GiftTransactionNumber,
giftDetailRow.DetailNumber);
}
TFrmExtendedMessageBox extendedMessageBox = new TFrmExtendedMessageBox(FMyForm);
extendedMessageBox.ShowDialog((messageListOfOffendingGifts + listOfOffendingRows),
Catalog.GetString("Post Batch Error"), string.Empty,
TFrmExtendedMessageBox.TButtons.embbOK,
TFrmExtendedMessageBox.TIcon.embiWarning);
return(RetVal);
}
}
//Check for inactive KeyMinistries
DataTable GiftsWithInactiveKeyMinistries;
bool ModifiedDetails = false;
if (AWarnOfInactiveValues && TRemote.MFinance.Gift.WebConnectors.InactiveKeyMinistriesFoundInBatch(FLedgerNumber, FSelectedBatchNumber,
out GiftsWithInactiveKeyMinistries, false))
{
int numInactiveValues = GiftsWithInactiveKeyMinistries.Rows.Count;
string messageNonModifiedBatch =
String.Format(Catalog.GetString("Gift Batch {0} contains {1} inactive key ministries. Please fix before posting!{2}{2}"),
FSelectedBatchNumber,
numInactiveValues,
Environment.NewLine);
string messageModifiedBatch =
String.Format(Catalog.GetString(
"Reversal/Adjustment Gift Batch {0} contains {1} inactive key ministries. Do you still want to post?{2}{2}"),
FSelectedBatchNumber,
numInactiveValues,
Environment.NewLine);
string listOfOffendingRows = string.Empty;
listOfOffendingRows += "Gift Detail Recipient KeyMinistry" + Environment.NewLine;
listOfOffendingRows += "-------------------------------------------------------------------------------";
foreach (DataRow dr in GiftsWithInactiveKeyMinistries.Rows)
{
listOfOffendingRows += String.Format("{0}{1:0000} {2:00} {3:00000000000} {4}",
Environment.NewLine,
dr[0],
dr[1],
dr[2],
dr[3]);
bool isModified = Convert.ToBoolean(dr[4]);
if (isModified)
{
ModifiedDetails = true;
}
}
TFrmExtendedMessageBox extendedMessageBox = new TFrmExtendedMessageBox(FMyForm);
if (ModifiedDetails)
{
if (extendedMessageBox.ShowDialog((messageModifiedBatch + listOfOffendingRows),
Catalog.GetString("Post Batch"), string.Empty,
TFrmExtendedMessageBox.TButtons.embbYesNo,
TFrmExtendedMessageBox.TIcon.embiWarning) == TFrmExtendedMessageBox.TResult.embrYes)
{
APostingAlreadyConfirmed = true;
}
else
{
return(RetVal);
}
}
else
{
extendedMessageBox.ShowDialog((messageNonModifiedBatch + listOfOffendingRows),
Catalog.GetString("Post Batch Error"), string.Empty,
TFrmExtendedMessageBox.TButtons.embbOK,
TFrmExtendedMessageBox.TIcon.embiWarning);
return(RetVal);
}
}
// ask if the user really wants to post the batch
if (!APostingAlreadyConfirmed &&
(MessageBox.Show(String.Format(Catalog.GetString("Do you really want to post gift batch {0}?"), FSelectedBatchNumber),
Catalog.GetString("Confirm posting of Gift Batch"),
MessageBoxButtons.YesNo, MessageBoxIcon.Question) != DialogResult.Yes))
{
return(RetVal);
}
Verifications = new TVerificationResultCollection();
try
{
FPostingInProgress = true;
Thread postingThread = new Thread(() => PostGiftBatch(out Verifications));
using (TProgressDialog dialog = new TProgressDialog(postingThread))
{
dialog.ShowDialog();
}
if (!TVerificationHelper.IsNullOrOnlyNonCritical(Verifications))
{
TFrmExtendedMessageBox extendedMessageBox = new TFrmExtendedMessageBox(FMyForm);
StringBuilder errorMessages = new StringBuilder();
int counter = 0;
errorMessages.AppendLine(Catalog.GetString("________________________Gift Posting Errors________________________"));
errorMessages.AppendLine();
foreach (TVerificationResult verif in Verifications)
{
counter++;
errorMessages.AppendLine(counter.ToString("000") + " - " + verif.ResultText);
errorMessages.AppendLine();
}
extendedMessageBox.ShowDialog(errorMessages.ToString(),
Catalog.GetString("Post Batch Error"),
string.Empty,
TFrmExtendedMessageBox.TButtons.embbOK,
TFrmExtendedMessageBox.TIcon.embiWarning);
}
else
{
MessageBox.Show(Catalog.GetString("The batch has been posted successfully!"));
RetVal = true;
}
}
catch (Exception ex)
{
TLogging.LogException(ex, Utilities.GetMethodSignature());
throw;
}
finally
{
FPostingInProgress = false;
}
return(RetVal);
}
/// <summary>
/// Calculate the gift amount for this year and the previous two years given from this donor to this recipient.
/// </summary>
/// <param name="ALastGiftDate">defines the last year of the calculation</param>
/// <param name="ADonorKey">Partner Key of the donor</param>
/// <param name="ALedgerNumber">The ledger number</param>
/// <param name="ARecipientKey">Partner Key of the gift recipient</param>
/// <param name="AMotivationDetail">A matching string for the gift motivation detail</param>
/// <param name="AMotivationGroup">A matching string for the gift motivation group.</param>
/// <param name="ABaseCurrency">Defines if we sum up the base currency or international currency</param>
private void CalculatePrviousYearsGift(DateTime ALastGiftDate,
Int64 ADonorKey,
int ALedgerNumber,
Int64 ARecipientKey,
String AMotivationDetail,
String AMotivationGroup,
bool ABaseCurrency)
{
DateTime SelectionEndDate = new DateTime(ALastGiftDate.Year, 12, 31);
DateTime SelectionStartDate = new DateTime(ALastGiftDate.Year - 2, 1, 1);
String StrSql = "SELECT " + AGiftTable.GetDateEnteredDBName();
if (ABaseCurrency)
{
StrSql = StrSql + ", " + AGiftDetailTable.GetGiftAmountDBName() + " AS CurrentAmount";
}
else
{
StrSql = StrSql + ", " + AGiftDetailTable.GetGiftAmountIntlDBName() + " AS CurrentAmount";
}
StrSql = StrSql +
" FROM " + AGiftTable.GetTableDBName() +
" , " + AGiftDetailTable.GetTableDBName() +
" WHERE " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetLedgerNumberDBName() + " = " + ALedgerNumber.ToString() +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetLedgerNumberDBName() + " = " +
ALedgerNumber.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDonorKeyDBName() + " = " + ADonorKey.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetBatchNumberDBName() + " = " + AGiftDetailTable.GetTableDBName() +
"." + AGiftDetailTable.GetBatchNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetGiftTransactionNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetGiftTransactionNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " BETWEEN '" + SelectionStartDate.ToString(
"yyyy-MM-dd") + "' AND '" + SelectionEndDate.ToString("yyyy-MM-dd") + "'";
if (ARecipientKey != 0)
{
StrSql = StrSql +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetRecipientKeyDBName() + " = " +
ARecipientKey.ToString();
}
if (AMotivationDetail != "%")
{
StrSql = StrSql +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationDetailCodeDBName() + " LIKE '" +
AMotivationDetail + "'";
}
if (AMotivationGroup != "%")
{
StrSql = StrSql +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationGroupCodeDBName() + " LIKE '" +
AMotivationGroup + "'";
}
DataTable Table = situation.GetDatabaseConnection().SelectDT(StrSql, "table",
situation.GetDatabaseConnection().Transaction, new OdbcParameter[] { });
decimal TotalYear_0 = 0.0M;
decimal TotalYear_1 = 0.0M;
decimal TotalYear_2 = 0.0M;
foreach (DataRow Row in Table.Rows)
{
DateTime DateEntered = (DateTime)Row[AGiftTable.GetDateEnteredDBName()];
decimal CurrentAmount = Convert.ToDecimal(Row["CurrentAmount"]);
if (DateEntered.Year == ALastGiftDate.Year)
{
TotalYear_0 += CurrentAmount;
}
else if (DateEntered.Year == ALastGiftDate.Year - 1)
{
TotalYear_1 += CurrentAmount;
}
else if (DateEntered.Year == ALastGiftDate.Year - 2)
{
TotalYear_2 += CurrentAmount;
}
}
situation.GetParameters().Add("TotalYear_0", new TVariant(TotalYear_0));
situation.GetParameters().Add("TotalYear_1", new TVariant(TotalYear_1));
situation.GetParameters().Add("TotalYear_2", new TVariant(TotalYear_2));
}
/// <summary>
/// Method to cancel a specified batch
/// </summary>
/// <param name="ACurrentBatchRow"></param>
/// <returns></returns>
public bool CancelBatch(AGiftBatchRow ACurrentBatchRow)
{
//Assign default value(s)
bool CancellationSuccessful = false;
string CancelMessage = string.Empty;
string CompletionMessage = string.Empty;
List <string> ModifiedDetailKeys = new List <string>();
if ((ACurrentBatchRow == null) || (ACurrentBatchRow.BatchStatus != MFinanceConstants.BATCH_UNPOSTED))
{
return(CancellationSuccessful);
}
int CurrentBatchNo = ACurrentBatchRow.BatchNumber;
CancelMessage = String.Format(Catalog.GetString("Are you sure you want to cancel gift batch number: {0}?"),
ACurrentBatchRow.BatchNumber);
if ((MessageBox.Show(CancelMessage,
"Cancel Batch",
MessageBoxButtons.YesNo,
MessageBoxIcon.Question,
MessageBoxDefaultButton.Button2) != System.Windows.Forms.DialogResult.Yes))
{
return(CancellationSuccessful);
}
//Backup the Dataset for reversion purposes
GiftBatchTDS BackupMainDS = (GiftBatchTDS)FMainDS.Copy();
BackupMainDS.Merge(FMainDS);
try
{
FMyForm.Cursor = Cursors.WaitCursor;
//Normally need to set the message parameters before the delete is performed if requiring any of the row values
CompletionMessage = String.Format(Catalog.GetString("Batch no.: {0} cancelled successfully."),
ACurrentBatchRow.BatchNumber);
FMyForm.GetBatchControl().UndoModifiedBatchRow(ACurrentBatchRow, true);
//Load all journals for current Batch
//clear any transactions currently being editied in the Transaction Tab
FMyForm.GetTransactionsControl().ClearCurrentSelection();
//Delete transactions
DataView GiftDV = new DataView(FMainDS.AGift);
DataView GiftDetailDV = new DataView(FMainDS.AGiftDetail);
GiftDV.AllowDelete = true;
GiftDetailDV.AllowDelete = true;
GiftDV.RowFilter = String.Format("{0}={1}",
AGiftTable.GetBatchNumberDBName(),
CurrentBatchNo);
GiftDV.Sort = AGiftTable.GetGiftTransactionNumberDBName() + " DESC";
GiftDetailDV.RowFilter = String.Format("{0}={1}",
AGiftDetailTable.GetBatchNumberDBName(),
CurrentBatchNo);
GiftDetailDV.Sort = String.Format("{0} DESC, {1} DESC",
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView drv in GiftDetailDV)
{
AGiftDetailRow gdr = (AGiftDetailRow)drv.Row;
// if the gift detail being cancelled is a reversed gift
if (gdr.ModifiedDetail && !string.IsNullOrEmpty(gdr.ModifiedDetailKey))
{
ModifiedDetailKeys.Add(gdr.ModifiedDetailKey);
}
gdr.Delete();
}
for (int i = 0; i < GiftDV.Count; i++)
{
GiftDV.Delete(i);
}
//Batch is only cancelled and never deleted
ACurrentBatchRow.BatchTotal = 0;
ACurrentBatchRow.LastGiftNumber = 0;
ACurrentBatchRow.BatchStatus = MFinanceConstants.BATCH_CANCELLED;
FPetraUtilsObject.SetChangedFlag();
// save first
if (FMyForm.SaveChanges())
{
if (ModifiedDetailKeys.Count > 0)
{
TRemote.MFinance.Gift.WebConnectors.ReversedGiftReset(FLedgerNumber, ModifiedDetailKeys);
}
MessageBox.Show(CompletionMessage,
"Batch Cancelled",
MessageBoxButtons.OK,
MessageBoxIcon.Information);
}
else
{
throw new Exception(Catalog.GetString("The batch failed to save after being cancelled! Reopen the form and retry."));
}
CancellationSuccessful = true;
}
catch (Exception ex)
{
//Revert to previous state
FMainDS.Merge(BackupMainDS);
CompletionMessage = ex.Message;
MessageBox.Show(CompletionMessage,
"Cancellation Error",
MessageBoxButtons.OK,
MessageBoxIcon.Error);
TLogging.LogException(ex, Utilities.GetMethodSignature());
throw;
}
finally
{
FMyForm.Cursor = Cursors.Default;
}
return(CancellationSuccessful);
}
/// <summary>
/// there are several gift batches that might fit this bank statement. find the right one!
/// simple matching; no split gifts, bank account number fits and amount fits
/// </summary>
private static int FindGiftBatch(BankImportTDS AMainDS, AEpStatementRow AStmt)
{
SortedList <Int32, Int32> MatchedGiftBatches = new SortedList <int, int>();
// create the dataview only after loading, otherwise loading is much slower
DataView GiftDetailByAmountAndDonor = new DataView(AMainDS.AGiftDetail,
string.Empty,
AGiftDetailTable.GetGiftAmountDBName() + "," +
BankImportTDSAGiftDetailTable.GetDonorKeyDBName(),
DataViewRowState.CurrentRows);
DataView GiftByAmountAndDonor = new DataView(AMainDS.AGift,
string.Empty,
BankImportTDSAGiftTable.GetTotalAmountDBName() + "," +
AGiftTable.GetDonorKeyDBName(),
DataViewRowState.CurrentRows);
AMainDS.PBankingDetails.DefaultView.Sort = BankImportTDSPBankingDetailsTable.GetBankSortCodeDBName() + "," +
BankImportTDSPBankingDetailsTable.GetBankAccountNumberDBName();
foreach (BankImportTDSAEpTransactionRow transaction in AMainDS.AEpTransaction.Rows)
{
// find the donor for this transaction, by his bank account number
Int64 DonorKey = GetDonorByBankAccountNumber(AMainDS, transaction.BranchCode, transaction.BankAccountNumber);
if (transaction.BankAccountNumber.Length == 0)
{
// useful for NUnit testing for csv import: partnerkey in description
try
{
DonorKey = Convert.ToInt64(transaction.Description);
}
catch (Exception)
{
DonorKey = -1;
}
}
BankImportTDSAGiftDetailRow detailrow = null;
if (DonorKey != -1)
{
DataRowView[] giftDetails = GiftDetailByAmountAndDonor.FindRows(new object[] { transaction.TransactionAmount, DonorKey });
if (giftDetails.Length == 1)
{
// found a possible match
detailrow = (BankImportTDSAGiftDetailRow)giftDetails[0].Row;
}
else
{
// check if we can find a gift with several gift details, that would match this transaction amount
DataRowView[] gifts = GiftByAmountAndDonor.FindRows(new object[] { transaction.TransactionAmount, DonorKey });
if (gifts.Length >= 1)
{
AGiftRow gift = (AGiftRow)gifts[0].Row;
detailrow =
(BankImportTDSAGiftDetailRow)AMainDS.AGiftDetail.Rows.Find(new object[] { gift.LedgerNumber, gift.BatchNumber,
gift.GiftTransactionNumber,
1 });
}
}
}
if (detailrow != null)
{
if (MatchedGiftBatches.ContainsKey(detailrow.BatchNumber))
{
MatchedGiftBatches[detailrow.BatchNumber]++;
}
else
{
MatchedGiftBatches.Add(detailrow.BatchNumber, 1);
}
}
}
int SelectedGiftBatch = -1;
int maxMatches = 0;
foreach (int GiftBatchNumber in MatchedGiftBatches.Keys)
{
if (MatchedGiftBatches[GiftBatchNumber] > maxMatches)
{
maxMatches = MatchedGiftBatches[GiftBatchNumber];
SelectedGiftBatch = GiftBatchNumber;
}
}
if ((SelectedGiftBatch != -1) &&
((AMainDS.AEpTransaction.Rows.Count > 2) &&
(MatchedGiftBatches[SelectedGiftBatch] < AMainDS.AEpTransaction.Rows.Count / 2)))
{
TLogging.Log(
"cannot find enough gifts that look the same, for statement " + AStmt.Filename +
". CountMatches for batch " + SelectedGiftBatch.ToString() + ": " +
MatchedGiftBatches[SelectedGiftBatch].ToString());
SelectedGiftBatch = -1;
}
return(SelectedGiftBatch);
}
/// <summary>
/// export all posted invoices for conference and seminar participants in this year
/// </summary>
public static void Export(string AOutputPath,
char ACSVSeparator,
string ANewLine,
Int32 ALedgerNumber,
Int32 AFinancialYear,
string ACostCentres)
{
string filename = Path.GetFullPath(Path.Combine(AOutputPath, "participants.csv"));
Console.WriteLine("Writing file: " + filename);
TDBTransaction Transaction = null;
AGiftDetailTable giftdetails = new AGiftDetailTable();
AGiftTable gifts = new AGiftTable();
AGiftBatchTable batches = new AGiftBatchTable();
PPersonTable persons = new PPersonTable();
DBAccess.GDBAccessObj.BeginAutoReadTransaction(IsolationLevel.ReadCommitted, ref Transaction,
delegate
{
// all gift details towards a costcentre that needs to be exported
string sql =
String.Format("SELECT DISTINCT D.* " +
"FROM PUB_{0} AS B, PUB_{1} AS G, PUB_{2} AS D " +
"WHERE B.{3} = {4} AND B.{5} = {6} AND B.{7}='{8}' " +
"AND G.{3} = B.{3} AND G.{9} = B.{9} " +
"AND D.{3} = G.{3} AND D.{9} = G.{9} AND D.{10} = G.{10} " +
"AND D.{11} IN ({12}) " +
"AND NOT D.{13} = '{14}'",
AGiftBatchTable.GetTableDBName(),
AGiftTable.GetTableDBName(),
AGiftDetailTable.GetTableDBName(),
AGiftBatchTable.GetLedgerNumberDBName(),
ALedgerNumber,
AGiftBatchTable.GetBatchYearDBName(),
AFinancialYear,
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_POSTED,
AGiftBatchTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetCostCentreCodeDBName(),
"'" + ACostCentres.Replace(",", "','") + "'",
AGiftDetailTable.GetMotivationGroupCodeDBName(),
"GIFT");
DBAccess.GDBAccessObj.SelectDT(giftdetails, sql, Transaction, null, 0, 0);
sql = sql.Replace("SELECT DISTINCT D.*", "SELECT DISTINCT G.*");
DBAccess.GDBAccessObj.SelectDT(gifts, sql, Transaction, null, 0, 0);
gifts.DefaultView.Sort =
AGiftTable.GetBatchNumberDBName() + "," +
AGiftTable.GetGiftTransactionNumberDBName();
sql = sql.Replace("SELECT DISTINCT G.*", "SELECT DISTINCT B.*");
DBAccess.GDBAccessObj.SelectDT(batches, sql, Transaction, null, 0, 0);
batches.DefaultView.Sort = AGiftTable.GetBatchNumberDBName();
sql =
String.Format("SELECT DISTINCT P.* " +
"FROM PUB_{0} AS B, PUB_{1} AS G, PUB_{2} AS D, PUB.{15} AS P " +
"WHERE B.{3} = {4} AND B.{5} = {6} AND B.{7}='{8}' " +
"AND G.{3} = B.{3} AND G.{9} = B.{9} " +
"AND D.{3} = G.{3} AND D.{9} = G.{9} AND D.{10} = G.{10} " +
"AND D.{11} IN ({12}) " +
"AND NOT D.{13} = '{14}' " +
"AND P.{16} = G.{17}",
AGiftBatchTable.GetTableDBName(),
AGiftTable.GetTableDBName(),
AGiftDetailTable.GetTableDBName(),
AGiftBatchTable.GetLedgerNumberDBName(),
ALedgerNumber,
AGiftBatchTable.GetBatchYearDBName(),
AFinancialYear,
AGiftBatchTable.GetBatchStatusDBName(),
MFinanceConstants.BATCH_POSTED,
AGiftBatchTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetCostCentreCodeDBName(),
"'" + ACostCentres.Replace(",", "','") + "'",
AGiftDetailTable.GetMotivationGroupCodeDBName(),
"GIFT",
PPersonTable.GetTableDBName(),
PPersonTable.GetPartnerKeyDBName(),
AGiftTable.GetDonorKeyDBName());
DBAccess.GDBAccessObj.SelectDT(persons, sql, Transaction, null, 0, 0);
persons.DefaultView.Sort = PPersonTable.GetPartnerKeyDBName();
});
StringBuilder sb = new StringBuilder();
foreach (AGiftDetailRow detail in giftdetails.Rows)
{
AGiftRow gift = (AGiftRow)gifts.DefaultView.FindRows(new object[] { detail.BatchNumber, detail.GiftTransactionNumber })[0].Row;
AGiftBatchRow batch = (AGiftBatchRow)batches.DefaultView.FindRows(detail.BatchNumber)[0].Row;
DataRowView[] personList = persons.DefaultView.FindRows(gift.DonorKey);
PPersonRow person = (personList.Length > 0 ? (PPersonRow)personList[0].Row : null);
sb.Append(StringHelper.StrMerge(
new string[] {
"GB" + detail.BatchNumber.ToString() + "_G" + detail.GiftTransactionNumber.ToString() +
"_D" + detail.DetailNumber.ToString(),
String.Format("{0:N}", detail.GiftTransactionAmount),
batch.GlEffectiveDate.ToString("yyyyMMdd"),
gift.DonorKey.ToString(),
person !=
null ? (person.DateOfBirth.HasValue ? person.DateOfBirth.Value.ToString("yyyyMMdd") : string.Empty) : string.Empty,
detail.CostCentreCode,
batch.BatchDescription,
detail.GiftCommentOne,
detail.GiftCommentTwo
}, ACSVSeparator));
sb.Append(ANewLine);
}
StreamWriter sw = new StreamWriter(filename, false, Encoding.GetEncoding(1252));
sw.Write(sb.ToString());
sw.Close();
}
public static bool GenerateICHStewardshipBatch(int ALedgerNumber,
int APeriodNumber,
ref TVerificationResultCollection AVerificationResult)
{
string StandardCostCentre = TLedgerInfo.GetStandardCostCentre(ALedgerNumber);
bool IsSuccessful = false;
bool DrCrIndicator = true;
bool IncomeDrCrIndicator;
bool ExpenseDrCrIndicator;
bool AccountDrCrIndicator;
string IncomeAccounts = string.Empty;
string ExpenseAccounts = string.Empty;
//Error handling
string ErrorContext = String.Empty;
string ErrorMessage = String.Empty;
//Set default type as non-critical
TResultSeverity ErrorType = TResultSeverity.Resv_Noncritical;
bool NewTransaction = false;
TDBTransaction DBTransaction = DBAccess.GDBAccessObj.GetNewOrExistingTransaction(IsolationLevel.Serializable, out NewTransaction);
//Generating the ICH batch...
try
{
DateTime PeriodStartDate;
DateTime PeriodEndDate;
TFinancialYear.GetStartAndEndDateOfPeriod(ALedgerNumber, APeriodNumber, out PeriodStartDate, out PeriodEndDate, DBTransaction);
String strPeriodStartDate = "#" + PeriodStartDate.ToString("yyyy-MM-dd") + "#";
String strPeriodEndDate = "#" + PeriodEndDate.ToString("yyyy-MM-dd") + "#";
AGiftBatchTable GiftBatchTable = new AGiftBatchTable();
String GiftQuery = "SELECT * FROM a_gift_batch WHERE " +
AGiftBatchTable.GetLedgerNumberDBName() + " = " + ALedgerNumber +
" AND " + AGiftBatchTable.GetBatchStatusDBName() + " = '" + MFinanceConstants.BATCH_POSTED + "'" +
" AND " + AGiftBatchTable.GetGlEffectiveDateDBName() + " >= " + strPeriodStartDate +
" AND " + AGiftBatchTable.GetGlEffectiveDateDBName() + " <= " + strPeriodEndDate +
" ORDER BY " + AGiftBatchTable.GetBatchNumberDBName();
DBAccess.GDBAccessObj.SelectDT(GiftBatchTable, GiftQuery, DBTransaction);
//Create a new batch. If it turns out I don't need one, I can delete it later.
GLBatchTDS MainDS = TGLPosting.CreateABatch(ALedgerNumber, Catalog.GetString("ICH Stewardship"), 0, PeriodEndDate);
ABatchRow NewBatchRow = MainDS.ABatch[0];
int GLBatchNumber = NewBatchRow.BatchNumber;
//Load tables needed: AccountingPeriod, Ledger, Account, Cost Centre, Transaction, Gift Batch, ICHStewardship
GLPostingTDS PostingDS = new GLPostingTDS();
ALedgerAccess.LoadByPrimaryKey(PostingDS, ALedgerNumber, DBTransaction);
AAccountAccess.LoadViaALedger(PostingDS, ALedgerNumber, DBTransaction);
AIchStewardshipAccess.LoadViaALedger(PostingDS, ALedgerNumber, DBTransaction);
AAccountHierarchyAccess.LoadViaALedger(PostingDS, ALedgerNumber, DBTransaction);
ABatchTable BatchTable = new ABatchTable();
ABatchRow BatchTemplateRow = (ABatchRow)BatchTable.NewRowTyped(false);
BatchTemplateRow.LedgerNumber = ALedgerNumber;
BatchTemplateRow.BatchPeriod = APeriodNumber;
StringCollection Operators0 = StringHelper.InitStrArr(new string[] { "=", "=" });
StringCollection OrderList0 = new StringCollection();
OrderList0.Add("ORDER BY");
OrderList0.Add(ABatchTable.GetBatchNumberDBName() + " DESC");
ABatchTable BatchesInAPeriod = ABatchAccess.LoadUsingTemplate(BatchTemplateRow,
Operators0,
null,
DBTransaction,
OrderList0,
0,
0);
if (BatchesInAPeriod != null)
{
int BatchNumber = 0;
for (int i = 0; i < BatchesInAPeriod.Count; i++)
{
ABatchRow batchRow = (ABatchRow)BatchesInAPeriod.Rows[i];
BatchNumber = batchRow.BatchNumber;
AJournalAccess.LoadViaABatch(MainDS, ALedgerNumber, BatchNumber, DBTransaction);
ATransactionAccess.LoadViaABatch(MainDS, ALedgerNumber, BatchNumber, DBTransaction);
}
}
else
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("No Batches found to process in Ledger: {0}"),
ALedgerNumber);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
ALedgerRow LedgerRow = (ALedgerRow)PostingDS.ALedger.Rows[0];
//Create a new journal in the Batch
//Run gl1120o.p
AJournalRow NewJournalRow = MainDS.AJournal.NewRowTyped();
NewJournalRow.LedgerNumber = ALedgerNumber;
NewJournalRow.BatchNumber = GLBatchNumber;
NewJournalRow.JournalNumber = ++NewBatchRow.LastJournal;
NewJournalRow.JournalDescription = NewBatchRow.BatchDescription;
NewJournalRow.SubSystemCode = MFinanceConstants.SUB_SYSTEM_GL;
NewJournalRow.TransactionTypeCode = CommonAccountingTransactionTypesEnum.STD.ToString();
NewJournalRow.TransactionCurrency = LedgerRow.BaseCurrency;
NewJournalRow.ExchangeRateToBase = 1;
NewJournalRow.DateEffective = PeriodEndDate;
NewJournalRow.JournalPeriod = APeriodNumber;
MainDS.AJournal.Rows.Add(NewJournalRow);
int GLJournalNumber = NewJournalRow.JournalNumber;
int GLTransactionNumber = NewJournalRow.LastTransactionNumber + 1;
// ***************************
// Generate the transactions
// ***************************
AAccountRow AccountRow = (AAccountRow)PostingDS.AAccount.Rows.Find(new object[] { ALedgerNumber, MFinanceConstants.INCOME_HEADING });
//Process income accounts
if (AccountRow != null)
{
IncomeDrCrIndicator = AccountRow.DebitCreditIndicator;
}
else
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("Income Account header: '{1}' not found in the accounts table for Ledger: {0}."),
ALedgerNumber,
MFinanceConstants.INCOME_HEADING);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
BuildChildAccountList(ALedgerNumber,
AccountRow,
DBTransaction,
ref IncomeAccounts,
ref AVerificationResult);
//Process expense accounts
AccountRow = (AAccountRow)PostingDS.AAccount.Rows.Find(new object[] { ALedgerNumber, MFinanceConstants.EXPENSE_HEADING });
if (AccountRow != null)
{
ExpenseDrCrIndicator = AccountRow.DebitCreditIndicator;
}
else
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("Expense Account header: '{1}' not found in the accounts table for Ledger: {0}."),
ALedgerNumber,
MFinanceConstants.EXPENSE_HEADING);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
BuildChildAccountList(ALedgerNumber,
AccountRow,
DBTransaction,
ref ExpenseAccounts,
ref AVerificationResult);
//Process P&L accounts
AccountRow = (AAccountRow)PostingDS.AAccount.Rows.Find(new object[] { ALedgerNumber, MFinanceConstants.PROFIT_AND_LOSS_HEADING });
if (AccountRow != null)
{
AccountDrCrIndicator = AccountRow.DebitCreditIndicator;
}
else
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("Profit & Loss Account header: '{1}' not found in the accounts table for Ledger: {0}."),
ALedgerNumber,
MFinanceConstants.PROFIT_AND_LOSS_HEADING);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
// find out the stewardship number - Ln 275
// Increment the Last ICH No.
int ICHProcessing = ++LedgerRow.LastIchNumber;
decimal ICHTotal = 0;
bool PostICHBatch = false;
ACostCentreRow CCTemplateRow = PostingDS.ACostCentre.NewRowTyped(false);
CCTemplateRow.LedgerNumber = ALedgerNumber;
CCTemplateRow.PostingCostCentreFlag = true;
CCTemplateRow.CostCentreType = MFinanceConstants.FOREIGN_CC_TYPE;
ACostCentreAccess.LoadUsingTemplate(PostingDS, CCTemplateRow, DBTransaction);
//Iterate through the cost centres
// string OrderBy = ACostCentreTable.GetCostCentreCodeDBName();
StringDictionary DestinationAccount = GetDestinationAccountCodes(ALedgerNumber, PostingDS.ACostCentre, DBTransaction);
AIchStewardshipTable ICHStewardshipTable = new AIchStewardshipTable();
Boolean NonIchTransactionsIncluded = false;
String JournalRowOrder = "a_journal_number_i";
String TransRowOrder = "a_batch_number_i,a_journal_number_i,a_transaction_number_i";
foreach (ACostCentreRow CostCentreRow in PostingDS.ACostCentre.Rows)
{
string CostCentre = CostCentreRow.CostCentreCode;
//Initialise values for each Cost Centre
decimal SettlementAmount = 0;
decimal IncomeAmount = 0;
decimal ExpenseAmount = 0;
decimal XferAmount = 0;
decimal IncomeAmountIntl = 0;
decimal ExpenseAmountIntl = 0;
decimal XferAmountIntl = 0;
Boolean TransferFound = false;
/* 0008 Go through all of the transactions. Ln:301 */
String WhereClause = "a_cost_centre_code_c = '" + CostCentreRow.CostCentreCode +
"' AND a_transaction_status_l=true AND a_ich_number_i = 0";
DataRow[] FoundTransRows = MainDS.ATransaction.Select(WhereClause, TransRowOrder);
foreach (DataRow UntypedTransRow in FoundTransRows)
{
ATransactionRow TransRow = (ATransactionRow)UntypedTransRow;
DataRow[] FoundJournalRows = MainDS.AJournal.Select(
"a_batch_number_i = " + TransRow.BatchNumber + " AND a_journal_number_i = " + TransRow.JournalNumber,
JournalRowOrder);
if (FoundJournalRows != null)
{
TransferFound = true;
PostICHBatch = true;
TransRow.IchNumber = ICHProcessing;
if (TransRow.DebitCreditIndicator == AccountDrCrIndicator)
{
SettlementAmount -= TransRow.AmountInBaseCurrency;
}
else
{
SettlementAmount += TransRow.AmountInBaseCurrency;
}
//Process Income (ln:333)
if (IncomeAccounts.Contains(TransRow.AccountCode))
{
if (TransRow.DebitCreditIndicator == IncomeDrCrIndicator)
{
IncomeAmount += TransRow.AmountInBaseCurrency;
IncomeAmountIntl += TransRow.AmountInIntlCurrency;
}
else
{
IncomeAmount -= TransRow.AmountInBaseCurrency;
IncomeAmountIntl -= TransRow.AmountInIntlCurrency;
}
}
//process expenses
if (ExpenseAccounts.Contains(TransRow.AccountCode)
&& (TransRow.AccountCode != MFinanceConstants.DIRECT_XFER_ACCT)
&& (TransRow.AccountCode != MFinanceConstants.ICH_ACCT_SETTLEMENT))
{
if (TransRow.DebitCreditIndicator = ExpenseDrCrIndicator)
{
ExpenseAmount += TransRow.AmountInBaseCurrency;
ExpenseAmountIntl += TransRow.AmountInIntlCurrency;
}
else
{
ExpenseAmount -= TransRow.AmountInBaseCurrency;
ExpenseAmountIntl -= TransRow.AmountInIntlCurrency;
}
}
//Process Direct Transfers
if (TransRow.AccountCode == MFinanceConstants.DIRECT_XFER_ACCT)
{
if (TransRow.DebitCreditIndicator == ExpenseDrCrIndicator)
{
XferAmount += TransRow.AmountInBaseCurrency;
XferAmountIntl += TransRow.AmountInIntlCurrency;
}
else
{
XferAmount -= TransRow.AmountInBaseCurrency;
XferAmountIntl -= TransRow.AmountInIntlCurrency;
}
}
}
} //end of foreach transaction
/* now mark all the gifts as processed */
if (TransferFound)
{
AGiftDetailTable GiftDetailTable = new AGiftDetailTable();
AGiftDetailRow GiftDetailTemplateRow = (AGiftDetailRow)GiftDetailTable.NewRowTyped(false);
GiftDetailTemplateRow.LedgerNumber = ALedgerNumber;
GiftDetailTemplateRow.IchNumber = 0;
GiftDetailTemplateRow.CostCentreCode = CostCentreRow.CostCentreCode;
foreach (AGiftBatchRow GiftBatchRow in GiftBatchTable.Rows)
{
GiftDetailTemplateRow.BatchNumber = GiftBatchRow.BatchNumber;
GiftDetailTable = AGiftDetailAccess.LoadUsingTemplate(GiftDetailTemplateRow, DBTransaction);
foreach (AGiftDetailRow GiftDetailRow in GiftDetailTable.Rows)
{
GiftDetailRow.IchNumber = ICHProcessing;
}
}
} // if TransferFound
if ((SettlementAmount == 0) // If there's no activity in this CC,
&& (IncomeAmount == 0) // bail to the next one.
&& (ExpenseAmount == 0)
&& (XferAmount == 0))
{
continue;
}
/* Balance the cost centre by entering an opposite transaction
* to ICH settlement. Use positive amounts only.
*/
/* Increment or decrement the ICH total to be transferred after this loop.
* NOTE - if this is a "non-ICH fund", I need to balance it separately, and I'll do that right here.
*/
DrCrIndicator = AccountRow.DebitCreditIndicator;
if (DestinationAccount[CostCentreRow.CostCentreCode] == MFinanceConstants.ICH_ACCT_ICH)
{
if (DrCrIndicator == MFinanceConstants.IS_DEBIT)
{
ICHTotal += SettlementAmount;
}
else
{
ICHTotal -= SettlementAmount;
}
}
DrCrIndicator = AccountDrCrIndicator;
if (SettlementAmount < 0)
{
DrCrIndicator = !AccountDrCrIndicator;
SettlementAmount = 0 - SettlementAmount;
}
if ((DestinationAccount[CostCentreRow.CostCentreCode] != MFinanceConstants.ICH_ACCT_ICH) && (SettlementAmount != 0))
{
// I'm creating a transaction right here for this "non-ICH" CostCentre.
// This potentially means that there will be multiple transactions to the "non-ICH" account,
// whereas the ICH account has only a single transaction, but that's not big deal:
if (!TGLPosting.CreateATransaction(MainDS, ALedgerNumber, GLBatchNumber, GLJournalNumber,
Catalog.GetString("Non-ICH foreign fund Clearing"),
DestinationAccount[CostCentreRow.CostCentreCode],
StandardCostCentre, SettlementAmount, PeriodEndDate, !DrCrIndicator, Catalog.GetString("Non-ICH"),
true, SettlementAmount,
out GLTransactionNumber))
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("Unable to create a new transaction for Ledger {0}, Batch {1} and Journal {2}."),
ALedgerNumber,
GLBatchNumber,
GLJournalNumber);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
NonIchTransactionsIncluded = true;
}
/* Generate the transaction to 'balance' the foreign fund -
* in the ICH settlement account.
*/
//RUN gl1130o.p ("new":U,
//Create a transaction
if (SettlementAmount > 0)
{
if (!TGLPosting.CreateATransaction(MainDS, ALedgerNumber, GLBatchNumber, GLJournalNumber,
Catalog.GetString("ICH Monthly Clearing"),
MFinanceConstants.ICH_ACCT_SETTLEMENT, // DestinationAccount[CostCentreRow.CostCentreCode],
CostCentreRow.CostCentreCode, SettlementAmount, PeriodEndDate, DrCrIndicator,
Catalog.GetString("ICH Process"), true, SettlementAmount,
out GLTransactionNumber))
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("Unable to create a new transaction for Ledger {0}, Batch {1} and Journal {2}."),
ALedgerNumber,
GLBatchNumber,
GLJournalNumber);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
//Mark as processed
ATransactionRow TransRow =
(ATransactionRow)MainDS.ATransaction.Rows.Find(new object[] { ALedgerNumber, GLBatchNumber, GLJournalNumber,
GLTransactionNumber });
TransRow.IchNumber = ICHProcessing;
}
/* Now create corresponding report row on stewardship table,
* Only for Cost Centres that cleared to ICH
*/
if ((DestinationAccount[CostCentreRow.CostCentreCode] == MFinanceConstants.ICH_ACCT_ICH)
&& ((IncomeAmount != 0)
|| (ExpenseAmount != 0)
|| (XferAmount != 0)))
{
AIchStewardshipRow ICHStewardshipRow = ICHStewardshipTable.NewRowTyped(true);
//MainDS.Tables.Add(IchStewardshipTable);
ICHStewardshipRow.LedgerNumber = ALedgerNumber;
ICHStewardshipRow.PeriodNumber = APeriodNumber;
ICHStewardshipRow.IchNumber = ICHProcessing;
// ICHStewardshipRow.DateProcessed = DateTime.Today; // This would be strictly correct, but the Stewardship Reporting looks for
ICHStewardshipRow.DateProcessed = PeriodEndDate; // rows using a date filter.
ICHStewardshipRow.CostCentreCode = CostCentreRow.CostCentreCode;
ICHStewardshipRow.IncomeAmount = IncomeAmount;
ICHStewardshipRow.ExpenseAmount = ExpenseAmount;
ICHStewardshipRow.DirectXferAmount = XferAmount;
ICHStewardshipRow.IncomeAmountIntl = IncomeAmountIntl;
ICHStewardshipRow.ExpenseAmountIntl = ExpenseAmountIntl;
ICHStewardshipRow.DirectXferAmountIntl = XferAmountIntl;
ICHStewardshipTable.Rows.Add(ICHStewardshipRow);
}
} // for each cost centre
/* Update the balance of the ICH account (like a bank account).
* If the total is negative, it means the ICH batch has a
* credit total so far. Thus, we now balance it with the opposite
* transaction. */
if (ICHTotal < 0)
{
DrCrIndicator = MFinanceConstants.IS_DEBIT;
ICHTotal = -ICHTotal;
}
else if (ICHTotal > 0)
{
DrCrIndicator = MFinanceConstants.IS_CREDIT;
}
/* 0006 - If the balance is 0 then this is ok
* (eg last minute change of a gift from one field to another)
*/
if ((ICHTotal == 0) && !NonIchTransactionsIncluded)
{
AVerificationResult.Add(new TVerificationResult(Catalog.GetString("Generating the ICH batch"),
Catalog.GetString("No ICH batch was required."), TResultSeverity.Resv_Status));
// An empty GL Batch now exists, which I need to delete.
//
TVerificationResultCollection BatchCancelResult = new TVerificationResultCollection();
TGLPosting.DeleteGLBatch(
ALedgerNumber,
GLBatchNumber,
out BatchCancelResult);
AVerificationResult.AddCollection(BatchCancelResult);
IsSuccessful = true;
}
else
{
if (ICHTotal != 0)
{
//Create a transaction
if (!TGLPosting.CreateATransaction(MainDS, ALedgerNumber, GLBatchNumber, GLJournalNumber,
Catalog.GetString("ICH Monthly Clearing"),
MFinanceConstants.ICH_ACCT_ICH, StandardCostCentre, ICHTotal, PeriodEndDate, DrCrIndicator, Catalog.GetString("ICH"),
true, ICHTotal,
out GLTransactionNumber))
{
ErrorContext = Catalog.GetString("Generating the ICH batch");
ErrorMessage =
String.Format(Catalog.GetString("Unable to create a new transaction for Ledger {0}, Batch {1} and Journal {2}."),
ALedgerNumber,
GLBatchNumber,
GLJournalNumber);
ErrorType = TResultSeverity.Resv_Noncritical;
throw new System.InvalidOperationException(ErrorMessage);
}
}
//Post the batch
if (PostICHBatch)
{
AIchStewardshipAccess.SubmitChanges(ICHStewardshipTable, DBTransaction);
MainDS.ThrowAwayAfterSubmitChanges = true; // SubmitChanges will not return to me any changes made in MainDS.
GLBatchTDSAccess.SubmitChanges(MainDS);
ALedgerAccess.SubmitChanges(PostingDS.ALedger, DBTransaction); // LastIchNumber has changed.
IsSuccessful = TGLPosting.PostGLBatch(ALedgerNumber, GLBatchNumber, out AVerificationResult);
}
else
{
AVerificationResult.Add(new TVerificationResult(ErrorContext,
Catalog.GetString("No Stewardship batch is required."),
TResultSeverity.Resv_Status));
// An empty GL Batch now exists, which I need to delete.
//
TVerificationResultCollection BatchCancelResult = new TVerificationResultCollection();
TGLPosting.DeleteGLBatch(
ALedgerNumber,
GLBatchNumber,
out BatchCancelResult);
AVerificationResult.AddCollection(BatchCancelResult);
} // else
} // else
} // try
catch (ArgumentException Exc)
{
TLogging.Log("An ArgumentException occured during the generation of the Stewardship Batch:" + Environment.NewLine + Exc.ToString());
if (AVerificationResult == null)
{
AVerificationResult = new TVerificationResultCollection();
}
AVerificationResult.Add(new TVerificationResult(ErrorContext, Exc.Message, ErrorType));
throw;
}
catch (InvalidOperationException Exc)
{
TLogging.Log(
"An InvalidOperationException occured during the generation of the Stewardship Batch:" + Environment.NewLine + Exc.ToString());
if (AVerificationResult == null)
{
AVerificationResult = new TVerificationResultCollection();
}
AVerificationResult.Add(new TVerificationResult(ErrorContext, Exc.Message, ErrorType));
throw;
}
catch (Exception Exc)
{
TLogging.Log("An Exception occured during the generation of the Stewardship Batch:" + Environment.NewLine + Exc.ToString());
ErrorContext = Catalog.GetString("Calculate Admin Fee");
ErrorMessage = String.Format(Catalog.GetString("Unknown error while generating the ICH batch for Ledger: {0} and Period: {1}" +
Environment.NewLine + Environment.NewLine + Exc.ToString()),
ALedgerNumber,
APeriodNumber);
ErrorType = TResultSeverity.Resv_Critical;
if (AVerificationResult == null)
{
AVerificationResult = new TVerificationResultCollection();
}
AVerificationResult.Add(new TVerificationResult(ErrorContext, ErrorMessage, ErrorType));
throw;
}
finally
{
if (IsSuccessful && NewTransaction)
{
DBAccess.GDBAccessObj.CommitTransaction();
}
else if (!IsSuccessful && NewTransaction)
{
DBAccess.GDBAccessObj.RollbackTransaction();
}
}
return IsSuccessful;
}
public static void UpdateUnpostedGiftsTaxDeductiblePct(Int64 ARecipientKey, decimal ANewPct, DateTime ADateFrom)
{
TDBTransaction Transaction = null;
bool SubmissionOK = false;
DBAccess.GDBAccessObj.BeginAutoTransaction(IsolationLevel.ReadCommitted,
ref Transaction,
ref SubmissionOK,
delegate
{
string Query = "SELECT a_gift_detail.*" +
" FROM a_gift_detail, a_gift_batch, a_gift" +
" WHERE a_gift_detail.p_recipient_key_n = " + ARecipientKey +
" AND a_gift_detail.a_tax_deductible_pct_n <> " + ANewPct +
" AND a_gift_detail.a_modified_detail_l <> true" +
" AND a_gift_detail.a_tax_deductible_l = true" +
" AND a_gift_batch.a_ledger_number_i = a_gift_detail.a_ledger_number_i" +
" AND a_gift_batch.a_batch_number_i = a_gift_detail.a_batch_number_i" +
" AND a_gift_batch.a_batch_status_c = 'Unposted'" +
" AND a_gift.a_ledger_number_i = a_gift_detail.a_ledger_number_i" +
" AND a_gift.a_batch_number_i = a_gift_detail.a_batch_number_i" +
" AND a_gift.a_gift_transaction_number_i = a_gift_detail.a_gift_transaction_number_i" +
" AND a_gift.a_date_entered_d >= '" + ADateFrom.ToString("yyyy-MM-dd") + "'";
AGiftDetailTable Table = new AGiftDetailTable();
DBAccess.GDBAccessObj.SelectDT(Table, Query, Transaction);
// update fields for each row
for (int i = 0; i < Table.Rows.Count; i++)
{
AGiftDetailRow Row = Table[i];
Row.TaxDeductiblePct = ANewPct;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref Row);
}
AGiftDetailAccess.SubmitChanges(Table, Transaction);
SubmissionOK = true;
});
}
/// <summary>
/// Checks if the donor is a lapsed donor according to the parameters supplied
/// </summary>
/// <param name="ADonorKey">Partner Key of the donor</param>
/// <param name="ARecipientKey">Partner Key of the gift recipient</param>
/// <param name="AStartDate">Date of the first gift</param>
/// <param name="AEndDate">Date until the gift must occure regularly</param>
/// <param name="AFrequency">How often the gift must come</param>
/// <param name="ATolerance">How much tolerance (in days) the gift can vary</param>
/// <param name="ALedgerNumber">The ledger number</param>
/// <param name="AMotivationGroup">A matching string for the gift motivation group.</param>
/// <param name="AMotivationDetail">A matching string for the gift motivation detail</param>
/// <param name="AIgnoreBetween">True: If this donor gave a gift in between the frequency pattern, then return false</param>
/// <returns>True if donor is still active</returns>
private bool IsLapsedDonor(Int64 ADonorKey, Int64 ARecipientKey, DateTime AStartDate, DateTime AEndDate, String AFrequency,
int ATolerance, int ALedgerNumber,
String AMotivationGroup, String AMotivationDetail, bool AIgnoreBetween)
{
bool ReturnValue = false;
bool FirstTime = true;
DateTime StartDate = AEndDate.AddDays(-ATolerance);
DateTime EndDate = AEndDate.AddDays(ATolerance);
int YearFrequency;
int MonthFrequency;
int DayFrequency;
GetTimeFrequency(AFrequency, out YearFrequency, out MonthFrequency, out DayFrequency);
DataTable Table;
String StrSql = "SELECT " + AGiftTable.GetDateEnteredDBName() +
" FROM " + AGiftTable.GetTableDBName() +
" , " + AGiftDetailTable.GetTableDBName() +
" WHERE " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetLedgerNumberDBName() + " = " + ALedgerNumber.ToString() +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetLedgerNumberDBName() + " = " +
ALedgerNumber.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDonorKeyDBName() + " = " + ADonorKey.ToString() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetBatchNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetBatchNumberDBName() +
" AND " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetGiftTransactionNumberDBName() + " = " +
AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetGiftTransactionNumberDBName();
if (ARecipientKey != 0)
{
StrSql = StrSql +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetRecipientKeyDBName() + " = " +
ARecipientKey.ToString();
}
if (AMotivationDetail != "%")
{
StrSql = StrSql +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationDetailCodeDBName() + " LIKE '" +
AMotivationDetail + "'";
}
if (AMotivationGroup != "%")
{
StrSql = StrSql +
" AND " + AGiftDetailTable.GetTableDBName() + "." + AGiftDetailTable.GetMotivationGroupCodeDBName() + " LIKE '" +
AMotivationGroup + "'";
}
StrSql = StrSql +
" ORDER BY " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " DESC ";
Table = situation.GetDatabaseConnection().SelectDT(StrSql, "table", situation.GetDatabaseConnection().Transaction, new OdbcParameter[] { });
foreach (DataRow Row in Table.Rows)
{
DateTime DateEntered = (DateTime)Row[AGiftTable.GetDateEnteredDBName()];
// Ok they gave a gift during this period but check that it was the last gift.
if (FirstTime)
{
if (DateEntered > EndDate)
{
break;
}
FirstTime = false;
}
// If the date is not within the date range then
// check the flag to see if gifts are allowed between gifts.
// otherwise ignore.
if (DateEntered > EndDate)
{
if (AIgnoreBetween)
{
break;
}
continue;
}
// If we are passed the start date and have not found a gift then this
// donor does not have the right pattern of giving */
if (DateEntered < StartDate)
{
break;
}
// we have found a gift and it is within the dates we are interested in.
// now go back to the next set of dates.
StartDate = StartDate.AddDays(-DayFrequency);
StartDate = StartDate.AddMonths(-MonthFrequency);
StartDate = StartDate.AddYears(-YearFrequency);
EndDate = EndDate.AddDays(-DayFrequency);
EndDate = EndDate.AddMonths(-MonthFrequency);
EndDate = EndDate.AddYears(-YearFrequency);
// we are now beyond the first gift date so stop.
if (EndDate < AStartDate)
{
ReturnValue = true;
break;
}
}
if (!ReturnValue)
{
// clear this row, we don't want to display it
// set all parameters of this row to NULL
situation.GetParameters().Add("DONTDISPLAYROW", new TVariant(true));
}
else
{
// show this row
situation.GetParameters().Add("DONTDISPLAYROW", new TVariant(false), -1, -1, null, null, ReportingConsts.CALCULATIONPARAMETERS);
String Currency = situation.GetParameters().Get("param_currency").ToString();
bool BaseCurrency = false;
if (Currency == "Base")
{
BaseCurrency = true;
}
CalculatePrviousYearsGift(AEndDate, ADonorKey, ALedgerNumber, ARecipientKey, AMotivationDetail, AMotivationGroup, BaseCurrency);
}
return(ReturnValue);
}
/// <summary>
/// auto populate new gift recipient info using the donor's last gift
/// </summary>
/// <param name="ADonorKey"></param>
/// <param name="APartnerShortName"></param>
/// <param name="AGiftTransactionNumber"></param>
private void AutoPopulateGiftDetail(Int64 ADonorKey, String APartnerShortName, Int32 AGiftTransactionNumber)
{
FAutoPopulatingGiftInProcess = true;
bool IsSplitGift = false;
DateTime LatestUnpostedGiftDateEntered = new DateTime(1900, 1, 1);
try
{
//Check for Donor in loaded gift batches
// and record most recent date entered
AGiftTable DonorRecentGiftsTable = new AGiftTable();
GiftBatchTDSAGiftDetailTable GiftDetailTable = new GiftBatchTDSAGiftDetailTable();
AGiftRow MostRecentLoadedGiftForDonorRow = null;
DataView giftDV = new DataView(FMainDS.AGift);
giftDV.RowStateFilter = DataViewRowState.CurrentRows;
giftDV.RowFilter = string.Format("{0}={1} And Not ({2}={3} And {4}={5})",
AGiftTable.GetDonorKeyDBName(),
ADonorKey,
AGiftTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftTable.GetGiftTransactionNumberDBName(),
AGiftTransactionNumber);
giftDV.Sort = String.Format("{0} DESC, {1} DESC",
AGiftTable.GetDateEnteredDBName(),
AGiftTable.GetGiftTransactionNumberDBName());
if (giftDV.Count > 0)
{
//Take first row = most recent date entered value
MostRecentLoadedGiftForDonorRow = (AGiftRow)giftDV[0].Row;
LatestUnpostedGiftDateEntered = MostRecentLoadedGiftForDonorRow.DateEntered;
DonorRecentGiftsTable.Rows.Add((object[])MostRecentLoadedGiftForDonorRow.ItemArray.Clone());
}
//Check for even more recent saved gifts on server (i.e. not necessarily loaded)
GiftDetailTable = TRemote.MFinance.Gift.WebConnectors.LoadDonorLastPostedGift(ADonorKey, FLedgerNumber, LatestUnpostedGiftDateEntered);
if (((GiftDetailTable != null) && (GiftDetailTable.Count > 0)))
{
//UnLoaded/Saved gift from donor is more recent
IsSplitGift = (GiftDetailTable.Count > 1);
}
else if (MostRecentLoadedGiftForDonorRow != null)
{
//Loaded/unsaved gift from donor is more recent
DataView giftDetailDV = new DataView(FMainDS.AGiftDetail);
giftDetailDV.RowStateFilter = DataViewRowState.CurrentRows;
giftDetailDV.RowFilter = string.Format("{0}={1} And {2}={3}",
AGiftDetailTable.GetBatchNumberDBName(),
MostRecentLoadedGiftForDonorRow.BatchNumber,
AGiftDetailTable.GetGiftTransactionNumberDBName(),
MostRecentLoadedGiftForDonorRow.GiftTransactionNumber);
foreach (DataRowView drv in giftDetailDV)
{
GiftBatchTDSAGiftDetailRow gDR = (GiftBatchTDSAGiftDetailRow)drv.Row;
GiftDetailTable.Rows.Add((object[])gDR.ItemArray.Clone());
}
IsSplitGift = (GiftDetailTable.Count > 1);
}
else
{
//nothing to autocopy
return;
}
// if the last gift was a split gift (multiple details) then ask the user if they would like this new gift to also be split
if (IsSplitGift)
{
GiftDetailTable.DefaultView.Sort = GiftBatchTDSAGiftDetailTable.GetDetailNumberDBName() + " ASC";
string Message = string.Format(Catalog.GetString(
"The last gift from this donor was a split gift.{0}{0}Here are the details:{0}"), "\n");
int DetailNumber = 1;
foreach (DataRowView dvr in GiftDetailTable.DefaultView)
{
GiftBatchTDSAGiftDetailRow Row = (GiftBatchTDSAGiftDetailRow)dvr.Row;
Message += DetailNumber + ") ";
if (Row.RecipientKey > 0)
{
Message +=
string.Format(Catalog.GetString("Recipient: {0} ({1}); Motivation Group: {2}; Motivation Detail: {3}; Amount: {4}"),
Row.RecipientDescription, Row.RecipientKey, Row.MotivationGroupCode, Row.MotivationDetailCode,
StringHelper.FormatUsingCurrencyCode(Row.GiftTransactionAmount, GetBatchRow().CurrencyCode) +
" " + FBatchRow.CurrencyCode) +
"\n";
}
DetailNumber++;
}
Message += "\n" + Catalog.GetString("Do you want to create the same split gift again?");
if (!(MessageBox.Show(Message, Catalog.GetString(
"Create Split Gift"), MessageBoxButtons.YesNo, MessageBoxIcon.Question)
== DialogResult.Yes))
{
if (cmbDetailMethodOfGivingCode.CanFocus)
{
cmbDetailMethodOfGivingCode.Focus();
}
else if (txtDetailReference.CanFocus)
{
txtDetailReference.Focus();
}
return;
}
}
this.Cursor = Cursors.WaitCursor;
GiftBatchTDSAGiftDetailRow giftDetailRow = (GiftBatchTDSAGiftDetailRow)GiftDetailTable.DefaultView[0].Row;
// Handle first row, which is FPreviouslySelectedDetailRow
txtDetailDonorKey.Text = String.Format("{0:0000000000}", ADonorKey);
txtDetailRecipientKey.Text = String.Format("{0:0000000000}", giftDetailRow.RecipientKey);
cmbDetailMotivationGroupCode.SetSelectedString(giftDetailRow.MotivationGroupCode);
txtDetailMotivationDetailCode.Text = giftDetailRow.MotivationDetailCode;
cmbMotivationDetailCode.SetSelectedString(giftDetailRow.MotivationDetailCode);
chkDetailConfidentialGiftFlag.Checked = giftDetailRow.ConfidentialGiftFlag;
// Change #5481
chkDetailChargeFlag.Checked = true;
cmbDetailMethodOfPaymentCode.SetSelectedString(FBatchMethodOfPayment, -1);
cmbDetailMethodOfGivingCode.SetSelectedString(giftDetailRow.MethodOfGivingCode, -1);
//Handle mailing code
if (FSETAutoCopyIncludeMailingCodeFlag)
{
cmbDetailMailingCode.SetSelectedString(giftDetailRow.MailingCode, -1);
}
else
{
cmbDetailMailingCode.SelectedIndex = -1;
}
//Copy the comments and comment types if required
if (FSETAutoCopyIncludeCommentsFlag)
{
txtDetailGiftCommentOne.Text = giftDetailRow.GiftCommentOne;
cmbDetailCommentOneType.SetSelectedString(giftDetailRow.CommentOneType);
txtDetailGiftCommentTwo.Text = giftDetailRow.GiftCommentTwo;
cmbDetailCommentTwoType.SetSelectedString(giftDetailRow.CommentTwoType);
txtDetailGiftCommentThree.Text = giftDetailRow.GiftCommentThree;
cmbDetailCommentThreeType.SetSelectedString(giftDetailRow.CommentThreeType);
}
//Handle tax fields on current row
if (FSETUseTaxDeductiblePercentageFlag)
{
bool taxDeductible = (giftDetailRow.IsTaxDeductibleNull() ? true : giftDetailRow.TaxDeductible);
giftDetailRow.TaxDeductible = taxDeductible;
try
{
FPetraUtilsObject.SuppressChangeDetection = true;
chkDetailTaxDeductible.Checked = taxDeductible;
EnableTaxDeductibilityPct(taxDeductible);
}
finally
{
FPetraUtilsObject.SuppressChangeDetection = false;
}
if (!IsSplitGift)
{
//Most commonly not a split gift (?)
if (!taxDeductible)
{
txtDeductiblePercentage.NumberValueDecimal = 0.0m;
}
txtTaxDeductAmount.NumberValueDecimal = 0.0m;
txtNonDeductAmount.NumberValueDecimal = 0.0m;
}
else
{
if (taxDeductible)
{
//In case the tax percentage has changed or null values in amount fields
ReconcileTaxDeductibleAmounts(giftDetailRow);
}
else
{
//Changing this will update the unbound amount textboxes
txtDeductiblePercentage.NumberValueDecimal = 0.0m;
}
}
}
//Process values that are not bound to a control
giftDetailRow.ReceiptPrinted = false;
giftDetailRow.ReceiptNumber = 0;
//Now process other gift details if they exist
if (IsSplitGift)
{
//Only copy amount to first row if copying split gifts
txtDetailGiftTransactionAmount.NumberValueDecimal = giftDetailRow.GiftTransactionAmount;
// clear previous validation errors.
// otherwise we get an error if the user has changed the control immediately after changing the donor key.
FPetraUtilsObject.VerificationResultCollection.Clear();
bool SelectEndRow = (FBatchRow.LastGiftNumber == FPreviouslySelectedDetailRow.GiftTransactionNumber);
//Just retain other details to add
giftDetailRow.Delete();
GiftDetailTable.AcceptChanges();
foreach (DataRowView drv in GiftDetailTable.DefaultView)
{
GiftBatchTDSAGiftDetailRow detailRow = (GiftBatchTDSAGiftDetailRow)drv.Row;
//______________________
//Update basic field values
detailRow.LedgerNumber = FLedgerNumber;
detailRow.BatchNumber = FBatchNumber;
detailRow.GiftTransactionNumber = AGiftTransactionNumber;
detailRow.DetailNumber = ++FGift.LastDetailNumber;
detailRow.DonorName = APartnerShortName;
detailRow.DonorClass = FPreviouslySelectedDetailRow.DonorClass;
detailRow.DateEntered = FGift.DateEntered;
detailRow.MethodOfPaymentCode = FPreviouslySelectedDetailRow.MethodOfPaymentCode;
detailRow.ReceiptPrinted = false;
detailRow.ReceiptNumber = 0;
// Change #5481
detailRow.ChargeFlag = true;
if (!FSETAutoCopyIncludeMailingCodeFlag)
{
detailRow.MailingCode = string.Empty;
}
//______________________
//process recipient details to get most recent data
Int64 partnerKey = detailRow.RecipientKey;
string partnerShortName = string.Empty;
TPartnerClass partnerClass;
bool recipientIsValid = true;
if (TServerLookup.TMPartner.GetPartnerShortName(partnerKey, out partnerShortName, out partnerClass))
{
detailRow.RecipientDescription = partnerShortName;
detailRow.RecipientClass = partnerClass.ToString();
if (partnerClass == TPartnerClass.FAMILY)
{
detailRow.RecipientLedgerNumber = TRemote.MFinance.Gift.WebConnectors.GetRecipientFundNumber(partnerKey,
FGift.DateEntered);
detailRow.RecipientField = detailRow.RecipientLedgerNumber;
detailRow.RecipientKeyMinistry = string.Empty;
}
else
{
//Class - UNIT
Int64 field;
string keyMinName;
recipientIsValid = TFinanceControls.GetRecipientKeyMinData(partnerKey, out field, out keyMinName);
detailRow.RecipientLedgerNumber = field;
detailRow.RecipientField = field;
detailRow.RecipientKeyMinistry = keyMinName;
if (!recipientIsValid)
{
string msg =
String.Format(Catalog.GetString(
"Gift: {0}, Detail: {1} has a recipient: '{2}-{3}' that is an inactive Key Ministry!"),
AGiftTransactionNumber,
detailRow.DetailNumber,
partnerKey,
keyMinName);
MessageBox.Show(msg, Catalog.GetString(
"Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
}
}
else
{
recipientIsValid = false;
string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has an invalid Recipient key: '{2}'!"),
AGiftTransactionNumber,
detailRow.DetailNumber,
partnerKey);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
//______________________
//Process motivation
if (string.IsNullOrEmpty(detailRow.MotivationGroupCode))
{
detailRow.MotivationGroupCode = string.Empty;
string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has no Motivation Group!"),
AGiftTransactionNumber,
detailRow.DetailNumber);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
else if (string.IsNullOrEmpty(detailRow.MotivationDetailCode))
{
detailRow.MotivationDetailCode = string.Empty;
string msg = String.Format(Catalog.GetString("Gift: {0}, Detail: {1} has no Motivation Detail!"),
AGiftTransactionNumber,
detailRow.DetailNumber);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
else
{
AMotivationDetailRow motivationDetailRow = null;
string motivationGroup = detailRow.MotivationGroupCode;
string motivationDetail = detailRow.MotivationDetailCode;
motivationDetailRow = (AMotivationDetailRow)FMainDS.AMotivationDetail.Rows.Find(
new object[] { FLedgerNumber, motivationGroup, motivationDetail });
if (motivationDetailRow != null)
{
if (partnerKey > 0)
{
bool partnerIsMissingLink = false;
detailRow.CostCentreCode = TRemote.MFinance.Gift.WebConnectors.RetrieveCostCentreCodeForRecipient(FLedgerNumber,
partnerKey,
detailRow.RecipientLedgerNumber,
detailRow.DateEntered,
motivationGroup,
motivationDetail,
out partnerIsMissingLink);
}
else
{
if (motivationGroup != MFinanceConstants.MOTIVATION_GROUP_GIFT)
{
detailRow.RecipientDescription = motivationGroup;
}
else
{
detailRow.RecipientDescription = string.Empty;
}
detailRow.CostCentreCode = motivationDetailRow.CostCentreCode;
}
detailRow.AccountCode = motivationDetailRow.AccountCode;
if (FSETUseTaxDeductiblePercentageFlag && string.IsNullOrEmpty(motivationDetailRow.TaxDeductibleAccountCode))
{
detailRow.TaxDeductibleAccountCode = string.Empty;
string msg = String.Format(Catalog.GetString(
"Gift: {0}, Detail: {1} has Motivation Detail: {2} which has no Tax Deductible Account!" +
"This can be added in Finance / Setup / Motivation Details.{3}{3}" +
"Unless this is changed it will be impossible to assign a Tax Deductible Percentage to this gift."),
AGiftTransactionNumber,
detailRow.DetailNumber,
motivationDetail,
Environment.NewLine);
MessageBox.Show(msg, Catalog.GetString(
"Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
}
else
{
detailRow.TaxDeductibleAccountCode = motivationDetailRow.TaxDeductibleAccountCode;
}
}
else
{
string msg =
String.Format(Catalog.GetString(
"Gift: {0}, Detail: {1} has Motivation Group and Detail codes ('{2} : {3}') not found in the database!"),
AGiftTransactionNumber,
detailRow.DetailNumber,
motivationGroup,
motivationDetail);
MessageBox.Show(msg, Catalog.GetString("Copying Previous Split Gift"), MessageBoxButtons.OK, MessageBoxIcon.Warning);
detailRow.TaxDeductible = false;
}
}
//______________________
//Handle tax fields
detailRow.TaxDeductiblePct = RetrieveTaxDeductiblePct((recipientIsValid ? detailRow.RecipientKey : 0),
detailRow.TaxDeductible);
AGiftDetailRow giftDetails = (AGiftDetailRow)detailRow;
TaxDeductibility.UpdateTaxDeductibiltyAmounts(ref giftDetails);
//______________________
//Process comments
if (!FSETAutoCopyIncludeCommentsFlag)
{
detailRow.SetCommentOneTypeNull();
detailRow.SetCommentTwoTypeNull();
detailRow.SetCommentThreeTypeNull();
detailRow.SetGiftCommentOneNull();
detailRow.SetGiftCommentTwoNull();
detailRow.SetGiftCommentThreeNull();
}
detailRow.AcceptChanges();
detailRow.SetAdded();
}
//Add in the new records (latter two arguments put in to parallel recurring form)
FMainDS.AGiftDetail.Merge(GiftDetailTable, false, MissingSchemaAction.Ignore);
int indexOfLatestRow = FMainDS.AGiftDetail.Rows.Count - 1;
//Select last row added
if (SelectEndRow)
{
grdDetails.SelectRowInGrid(grdDetails.Rows.Count - 1);
}
else if (!SelectDetailRowByDataTableIndex(indexOfLatestRow))
{
if (!FFilterAndFindObject.IsActiveFilterEqualToBase)
{
MessageBox.Show(
MCommonResourcestrings.StrNewRecordIsFiltered,
MCommonResourcestrings.StrAddNewRecordTitle,
MessageBoxButtons.OK, MessageBoxIcon.Information);
FFilterAndFindObject.FilterPanelControls.ClearAllDiscretionaryFilters();
if (FFilterAndFindObject.FilterFindPanel.ShowApplyFilterButton != TUcoFilterAndFind.FilterContext.None)
{
FFilterAndFindObject.ApplyFilter();
}
SelectDetailRowByDataTableIndex(indexOfLatestRow);
}
}
ClearKeyMinistries();
cmbMotivationDetailCode.Clear();
mniRecipientHistory.Enabled = false;
btnDeleteAll.Enabled = btnDelete.Enabled;
UpdateRecordNumberDisplay();
FLastDonor = -1;
}
else
{
txtDetailDonorKey.FocusTextBoxPartAfterFindScreenCloses = false;
txtDetailGiftTransactionAmount.Focus();
}
FPetraUtilsObject.SetChangedFlag();
}
finally
{
this.Cursor = Cursors.Default;
FAutoPopulatingGiftInProcess = false;
}
}
private bool OnDeleteRowManual(GiftBatchTDSAGiftDetailRow ARowToDelete, ref string ACompletionMessage)
{
bool DeletionSuccessful = false;
List <string> OriginatingDetailRef = new List <string>();
ACompletionMessage = string.Empty;
if (ARowToDelete == null)
{
return(DeletionSuccessful);
}
bool RowToDeleteIsNew = (ARowToDelete.RowState == DataRowState.Added);
if (!RowToDeleteIsNew)
{
try
{
// temporarily disable New Donor Warning
((TFrmGiftBatch)this.ParentForm).NewDonorWarning = false;
//Return modified row to last saved state to avoid validation failures
ARowToDelete.RejectChanges();
ShowDetails(ARowToDelete);
if (!((TFrmGiftBatch)this.ParentForm).SaveChanges())
{
MessageBox.Show(Catalog.GetString("Error in trying to save prior to deleting current gift detail!"),
Catalog.GetString("Deletion Error"),
MessageBoxButtons.OK,
MessageBoxIcon.Error);
return(DeletionSuccessful);
}
}
finally
{
((TFrmGiftBatch)this.ParentForm).NewDonorWarning = true;
}
}
//Backup the Dataset for reversion purposes
GiftBatchTDS BackupMainDS = (GiftBatchTDS)FMainDS.Copy();
BackupMainDS.Merge(FMainDS);
//To be used later....Pass copy to delete method.
//GiftBatchTDS TempDS = (GiftBatchTDS)FMainDS.Copy();
//TempDS.Merge(FMainDS);
int SelectedDetailNumber = ARowToDelete.DetailNumber;
int GiftToDeleteTransNo = 0;
string FilterAllGiftsOfBatch = String.Empty;
string FilterAllGiftDetailsOfBatch = String.Empty;
int DetailRowCount = FGiftDetailView.Count;
try
{
this.Cursor = Cursors.WaitCursor;
//Speeds up deletion of larger gift sets
FMainDS.EnforceConstraints = false;
if ((ARowToDelete.ModifiedDetailKey != null) && (ARowToDelete.ModifiedDetailKey.Length > 0))
{
OriginatingDetailRef.Add(ARowToDelete.ModifiedDetailKey);
}
//Delete current detail row
ARowToDelete.Delete();
//If there existed (before the delete row above) more than one detail row, then no need to delete gift header row
if (DetailRowCount > 1)
{
ACompletionMessage = Catalog.GetString("Gift Detail row deleted successfully!");
FGiftSelectedForDeletion = false;
foreach (DataRowView rv in FGiftDetailView)
{
GiftBatchTDSAGiftDetailRow row = (GiftBatchTDSAGiftDetailRow)rv.Row;
if (row.DetailNumber > SelectedDetailNumber)
{
row.DetailNumber--;
}
}
FGift.LastDetailNumber--;
FPetraUtilsObject.SetChangedFlag();
}
else
{
ACompletionMessage = Catalog.GetString("Gift deleted successfully!");
GiftToDeleteTransNo = FGift.GiftTransactionNumber;
// Reduce all Gift Detail row Transaction numbers by 1 if they are greater then gift to be deleted
FilterAllGiftDetailsOfBatch = String.Format("{0}={1} And {2}>{3}",
AGiftDetailTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftDetailTable.GetGiftTransactionNumberDBName(),
GiftToDeleteTransNo);
DataView giftDetailView = new DataView(FMainDS.AGiftDetail);
giftDetailView.RowFilter = FilterAllGiftDetailsOfBatch;
giftDetailView.Sort = String.Format("{0} ASC", AGiftDetailTable.GetGiftTransactionNumberDBName());
foreach (DataRowView rv in giftDetailView)
{
GiftBatchTDSAGiftDetailRow row = (GiftBatchTDSAGiftDetailRow)rv.Row;
row.GiftTransactionNumber--;
}
//Cannot delete the gift row, just copy the data of rows above down by 1 row
// and then mark the top row for deletion
//In other words, bubble the gift row to be deleted to the top
FilterAllGiftsOfBatch = String.Format("{0}={1} And {2}>={3}",
AGiftTable.GetBatchNumberDBName(),
FBatchNumber,
AGiftTable.GetGiftTransactionNumberDBName(),
GiftToDeleteTransNo);
DataView giftView = new DataView(FMainDS.AGift);
giftView.RowFilter = FilterAllGiftsOfBatch;
giftView.Sort = String.Format("{0} ASC", AGiftTable.GetGiftTransactionNumberDBName());
AGiftRow giftRowToReceive = null;
AGiftRow giftRowToCopyDown = null;
AGiftRow giftRowCurrent = null;
int currentGiftTransNo = 0;
foreach (DataRowView gv in giftView)
{
giftRowCurrent = (AGiftRow)gv.Row;
currentGiftTransNo = giftRowCurrent.GiftTransactionNumber;
if (currentGiftTransNo > GiftToDeleteTransNo)
{
giftRowToCopyDown = giftRowCurrent;
//Copy column values down
for (int j = 3; j < giftRowToCopyDown.Table.Columns.Count; j++)
{
//Update all columns except the pk fields that remain the same
if (!giftRowToCopyDown.Table.Columns[j].ColumnName.EndsWith("_text"))
{
giftRowToReceive[j] = giftRowToCopyDown[j];
}
}
}
if (currentGiftTransNo == FBatchRow.LastGiftNumber)
{
//Mark last record for deletion
giftRowCurrent.GiftStatus = MFinanceConstants.MARKED_FOR_DELETION;
}
//Will always be previous row
giftRowToReceive = giftRowCurrent;
}
FPreviouslySelectedDetailRow = null;
FPetraUtilsObject.SetChangedFlag();
FGiftSelectedForDeletion = true;
FBatchRow.LastGiftNumber--;
}
//Try to save changes
if (((TFrmGiftBatch)this.ParentForm).SaveChangesManual())
{
//Check if have deleted a reversing gift detail
if (OriginatingDetailRef.Count > 0)
{
TRemote.MFinance.Gift.WebConnectors.ReversedGiftReset(FLedgerNumber, OriginatingDetailRef);
}
//Clear current batch's gift data and reload from server
RefreshCurrentBatchGiftData(FBatchNumber, true);
}
else
{
throw new Exception("Unable to save after deleting a gift!");
}
DeletionSuccessful = true;
}
catch (Exception ex)
{
//Revert to previous state
RevertDataSet(FMainDS, BackupMainDS);
TLogging.LogException(ex, Utilities.GetMethodSignature());
throw;
}
finally
{
FMainDS.EnforceConstraints = true;
SetGiftDetailDefaultView();
FFilterAndFindObject.ApplyFilter();
this.Cursor = Cursors.Default;
}
UpdateRecordNumberDisplay();
return(DeletionSuccessful);
}
public static void ReversedGiftReset(Int32 ALedgerNumber, List <string> AModifiedDetailKeys)
{
#region Validate Arguments
if (ALedgerNumber <= 0)
{
throw new EFinanceSystemInvalidLedgerNumberException(String.Format(Catalog.GetString(
"Function:{0} - The Ledger number must be greater than 0!"),
Utilities.GetMethodName(true)), ALedgerNumber);
}
else if (AModifiedDetailKeys.Count == 0)
{
//Not an error condition, just return.
return;
}
#endregion Validate Arguments
TDBTransaction Transaction = new TDBTransaction();
TDataBase db = DBAccess.Connect("ReversedGiftReset");
bool SubmissionOK = false;
try
{
db.WriteTransaction(
ref Transaction,
ref SubmissionOK,
delegate
{
foreach (string ModifiedDetailKey in AModifiedDetailKeys)
{
//Sometimes the underlying ModifiedDetailKeys field is set to empty string
if (ModifiedDetailKey.Length == 0)
{
continue;
}
string[] GiftDetailFields = ModifiedDetailKey.Split('|');
int giftBatchNumber = Convert.ToInt32(GiftDetailFields[1]);
int giftNumber = Convert.ToInt32(GiftDetailFields[2]);
int giftDetailNumber = Convert.ToInt32(GiftDetailFields[3]);
AGiftDetailTable GiftDetailTable =
AGiftDetailAccess.LoadByPrimaryKey(ALedgerNumber, giftBatchNumber, giftNumber, giftDetailNumber, Transaction);
#region Validate Data
if ((GiftDetailTable == null) || (GiftDetailTable.Count == 0))
{
throw new EFinanceSystemDataTableReturnedNoDataException(String.Format(Catalog.GetString(
"Function:{0} - Data for Gift Detail {1}, from Gift {2} in Batch {3} and Ledger {4}, does not exist or could not be accessed!"),
Utilities.GetMethodName(true),
giftDetailNumber,
giftNumber,
giftBatchNumber,
ALedgerNumber));
}
#endregion Validate Data
GiftDetailTable[0].ModifiedDetail = false;
AGiftDetailAccess.SubmitChanges(GiftDetailTable, Transaction);
}
SubmissionOK = true;
});
}
catch (Exception ex)
{
TLogging.LogException(ex, Utilities.GetMethodSignature());
throw;
}
db.CloseDBConnection();
}
public static bool GiftRevertAdjust(Hashtable requestParams, out TVerificationResultCollection AMessages)
{
AMessages = new TVerificationResultCollection();
Int32 ALedgerNumber = (Int32)requestParams["ALedgerNumber"];
Boolean batchSelected = (Boolean)requestParams["NewBatchSelected"];
Int32 ANewBatchNumber = 0;
bool TaxDeductiblePercentageEnabled = Convert.ToBoolean(
TSystemDefaults.GetSystemDefault(SharedConstants.SYSDEFAULT_TAXDEDUCTIBLEPERCENTAGE, "FALSE"));
if (batchSelected)
{
ANewBatchNumber = (Int32)requestParams["NewBatchNumber"];
}
String Function = (String)requestParams["Function"];
Int32 AGiftDetailNumber = (Int32)requestParams["GiftDetailNumber"];
Int32 AGiftNumber = (Int32)requestParams["GiftNumber"];
Int32 ABatchNumber = (Int32)requestParams["BatchNumber"];
//decimal batchHashTotal = 0;
decimal batchGiftTotal = 0;
GiftBatchTDS MainDS = new GiftBatchTDS();
TDBTransaction Transaction = null;
DateTime ADateEffective;
Transaction = DBAccess.GDBAccessObj.BeginTransaction(IsolationLevel.Serializable);
try
{
ALedgerTable LedgerTable = ALedgerAccess.LoadByPrimaryKey(ALedgerNumber, Transaction);
AGiftBatchRow giftBatch;
if (!batchSelected)
{
ADateEffective = (DateTime)requestParams["GlEffectiveDate"];
AGiftBatchAccess.LoadByPrimaryKey(MainDS, ALedgerNumber, ABatchNumber, Transaction);
AGiftBatchRow oldGiftBatch = MainDS.AGiftBatch[0];
TGiftBatchFunctions.CreateANewGiftBatchRow(ref MainDS, ref Transaction, ref LedgerTable, ALedgerNumber, ADateEffective);
giftBatch = MainDS.AGiftBatch[1];
giftBatch.BankAccountCode = oldGiftBatch.BankAccountCode;
giftBatch.BankCostCentre = oldGiftBatch.BankCostCentre;
giftBatch.CurrencyCode = oldGiftBatch.CurrencyCode;
giftBatch.ExchangeRateToBase = oldGiftBatch.ExchangeRateToBase;
giftBatch.MethodOfPaymentCode = oldGiftBatch.MethodOfPaymentCode;
giftBatch.HashTotal = 0;
if (giftBatch.MethodOfPaymentCode.Length == 0)
{
giftBatch.SetMethodOfPaymentCodeNull();
}
giftBatch.BankCostCentre = oldGiftBatch.BankCostCentre;
giftBatch.GiftType = oldGiftBatch.GiftType;
if (Function.Equals("AdjustGift"))
{
giftBatch.BatchDescription = Catalog.GetString("Gift Adjustment");
}
else
{
giftBatch.BatchDescription = Catalog.GetString("Reverse Gift");
}
}
else
{
AGiftBatchAccess.LoadByPrimaryKey(MainDS, ALedgerNumber, ANewBatchNumber, Transaction);
giftBatch = MainDS.AGiftBatch[0];
ADateEffective = giftBatch.GlEffectiveDate;
//If into an existing batch, then retrive the existing batch total
batchGiftTotal = giftBatch.BatchTotal;
}
if (Function.Equals("ReverseGiftBatch"))
{
AGiftAccess.LoadViaAGiftBatch(MainDS, ALedgerNumber, ABatchNumber, Transaction);
foreach (AGiftRow gift in MainDS.AGift.Rows)
{
AGiftDetailAccess.LoadViaAGift(MainDS, ALedgerNumber, ABatchNumber, gift.GiftTransactionNumber, Transaction);
}
}
else
{
AGiftAccess.LoadByPrimaryKey(MainDS, ALedgerNumber, ABatchNumber, AGiftNumber, Transaction);
if (Function.Equals("ReverseGiftDetail"))
{
AGiftDetailAccess.LoadByPrimaryKey(MainDS, ALedgerNumber, ABatchNumber, AGiftNumber, AGiftDetailNumber, Transaction);
}
else
{
AGiftDetailAccess.LoadViaAGift(MainDS, ALedgerNumber, ABatchNumber, AGiftNumber, Transaction);
}
}
//assuming new elements are added after these static borders
int cycle = 0;
MainDS.AGift.DefaultView.Sort = string.Format("{0}, {1}",
AGiftTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName());
MainDS.AGiftDetail.DefaultView.Sort = string.Format("{0}, {1}, {2}",
AGiftDetailTable.GetBatchNumberDBName(),
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
do
{
foreach (DataRowView giftRow in MainDS.AGift.DefaultView)
{
AGiftRow oldGift = (AGiftRow)giftRow.Row;
if ((oldGift.BatchNumber == ABatchNumber) && (oldGift.LedgerNumber == ALedgerNumber) &&
(Function.Equals("ReverseGiftBatch") || (oldGift.GiftTransactionNumber == AGiftNumber)))
{
AGiftRow gift = MainDS.AGift.NewRowTyped(true);
DataUtilities.CopyAllColumnValuesWithoutPK(oldGift, gift);
gift.LedgerNumber = giftBatch.LedgerNumber;
gift.BatchNumber = giftBatch.BatchNumber;
gift.DateEntered = ADateEffective;
gift.GiftTransactionNumber = giftBatch.LastGiftNumber + 1;
giftBatch.LastGiftNumber++;
gift.LastDetailNumber = 0;
MainDS.AGift.Rows.Add(gift);
foreach (DataRowView giftDetailRow in MainDS.AGiftDetail.DefaultView)
{
AGiftDetailRow oldGiftDetail = (AGiftDetailRow)giftDetailRow.Row;
if ((oldGiftDetail.GiftTransactionNumber == oldGift.GiftTransactionNumber) &&
(oldGiftDetail.BatchNumber == ABatchNumber) &&
(oldGiftDetail.LedgerNumber == ALedgerNumber) &&
(!Function.Equals("ReverseGiftDetail") || (oldGiftDetail.DetailNumber == AGiftDetailNumber)))
{
if ((cycle == 0) && oldGiftDetail.ModifiedDetail)
{
AMessages.Add(new TVerificationResult(
String.Format(Catalog.GetString("Cannot reverse or adjust Gift {0} with Detail {1} in Batch {2}"),
oldGiftDetail.GiftTransactionNumber, oldGiftDetail.DetailNumber, oldGiftDetail.BatchNumber),
String.Format(Catalog.GetString("It was already adjusted or reversed.")),
TResultSeverity.Resv_Critical));
DBAccess.GDBAccessObj.RollbackTransaction();
return(false);
}
AGiftDetailRow giftDetail = MainDS.AGiftDetail.NewRowTyped(true);
DataUtilities.CopyAllColumnValuesWithoutPK(oldGiftDetail, giftDetail);
giftDetail.DetailNumber = ++gift.LastDetailNumber;
giftDetail.LedgerNumber = gift.LedgerNumber;
giftDetail.BatchNumber = giftBatch.BatchNumber;
giftDetail.GiftTransactionNumber = gift.GiftTransactionNumber;
//Identify the reversal source
giftDetail.ModifiedDetailKey = "|" + oldGiftDetail.BatchNumber.ToString() + "|" +
oldGiftDetail.GiftTransactionNumber.ToString() + "|" +
oldGiftDetail.DetailNumber.ToString();
decimal signum = (cycle == 0) ? -1 : 1;
giftDetail.GiftTransactionAmount = signum * oldGiftDetail.GiftTransactionAmount;
batchGiftTotal += giftDetail.GiftTransactionAmount;
giftDetail.GiftAmount = signum * oldGiftDetail.GiftAmount;
giftDetail.GiftAmountIntl = signum * oldGiftDetail.GiftAmountIntl;
if (TaxDeductiblePercentageEnabled)
{
giftDetail.TaxDeductibleAmount = signum * oldGiftDetail.TaxDeductibleAmount;
giftDetail.TaxDeductibleAmountBase = signum * oldGiftDetail.TaxDeductibleAmountBase;
giftDetail.TaxDeductibleAmountIntl = signum * oldGiftDetail.TaxDeductibleAmountIntl;
giftDetail.NonDeductibleAmount = signum * oldGiftDetail.NonDeductibleAmount;
giftDetail.NonDeductibleAmountBase = signum * oldGiftDetail.NonDeductibleAmountBase;
giftDetail.NonDeductibleAmountIntl = signum * oldGiftDetail.NonDeductibleAmountIntl;
}
giftDetail.GiftCommentOne = (String)requestParams["ReversalCommentOne"];
giftDetail.GiftCommentTwo = (String)requestParams["ReversalCommentTwo"];
giftDetail.GiftCommentThree = (String)requestParams["ReversalCommentThree"];
giftDetail.CommentOneType = (String)requestParams["ReversalCommentOneType"];
giftDetail.CommentTwoType = (String)requestParams["ReversalCommentTwoType"];
giftDetail.CommentThreeType = (String)requestParams["ReversalCommentThreeType"];
// This is used to mark both as a Reverted giftDetails, except the adjusted (new) gift
giftDetail.ModifiedDetail = (cycle == 0);
oldGiftDetail.ModifiedDetail = (cycle == 0);
MainDS.AGiftDetail.Rows.Add(giftDetail);
}
}
}
}
cycle++;
} while ((cycle < 2) && Function.Equals("AdjustGift"));
//When reversing into a new or existing batch, set batch total
if (!Function.Equals("AdjustGift"))
{
giftBatch.BatchTotal = batchGiftTotal;
}
// save everything at the end
AGiftBatchAccess.SubmitChanges(MainDS.AGiftBatch, Transaction);
ALedgerAccess.SubmitChanges(LedgerTable, Transaction);
AGiftAccess.SubmitChanges(MainDS.AGift, Transaction);
AGiftDetailAccess.SubmitChanges(MainDS.AGiftDetail, Transaction);
MainDS.AGiftBatch.AcceptChanges();
DBAccess.GDBAccessObj.CommitTransaction();
return(true);
}
catch (Exception Exc)
{
TLogging.Log("An Exception occured while performing Gift Reverse/Adjust:" + Environment.NewLine + Exc.ToString());
DBAccess.GDBAccessObj.RollbackTransaction();
throw new EOPAppException(Catalog.GetString("Gift Reverse/Adjust failed."), Exc);
}
}
public static bool GiftRevertAdjust(
Int32 ALedgerNumber,
Int32 ABatchNumber,
Int32 AGiftDetailNumber,
bool ABatchSelected,
Int32 ANewBatchNumber,
DateTime?ANewGLDateEffective,
GiftAdjustmentFunctionEnum AFunction,
bool ANoReceipt,
Decimal ANewPct,
out int AAdjustmentBatchNumber)
{
AAdjustmentBatchNumber = 0;
int AdjustmentBatchNo = AAdjustmentBatchNumber;
GiftBatchTDS GiftDS = new GiftBatchTDS();
decimal batchGiftTotal = 0;
ANewBatchNumber = ABatchSelected ? ANewBatchNumber : 0;
TDBTransaction Transaction = new TDBTransaction();
TDataBase db = DBAccess.Connect("GiftRevertAdjust");
bool SubmissionOK = false;
try
{
db.WriteTransaction(
ref Transaction,
ref SubmissionOK,
delegate
{
// load the original gifts and gift details
AGiftAccess.LoadViaAGiftBatch(GiftDS, ALedgerNumber, ABatchNumber, Transaction);
AGiftDetailAccess.LoadViaAGiftBatch(GiftDS, ALedgerNumber, ABatchNumber, Transaction);
ALedgerTable ledgerTable = ALedgerAccess.LoadByPrimaryKey(ALedgerNumber, Transaction);
AGiftBatchRow giftBatch;
DateTime DateEffective;
if (ANewGLDateEffective.HasValue)
{
DateEffective = ANewGLDateEffective.Value;
}
else
{
AGiftBatchTable OriginalGiftBatch = AGiftBatchAccess.LoadByPrimaryKey(ALedgerNumber, ABatchNumber, Transaction);
DateEffective = OriginalGiftBatch[0].GlEffectiveDate;
}
// if we need to create a new gift batch
if (!ABatchSelected)
{
giftBatch = CreateNewGiftBatch(
ALedgerNumber,
ABatchNumber,
DateEffective,
AFunction,
ref GiftDS, ref ledgerTable, Transaction);
}
else // using an existing gift batch
{
AGiftBatchAccess.LoadByPrimaryKey(GiftDS, ALedgerNumber, ANewBatchNumber, Transaction);
giftBatch = GiftDS.AGiftBatch[0];
DateEffective = giftBatch.GlEffectiveDate;
//If into an existing batch, then retrieve the existing batch total
batchGiftTotal = giftBatch.BatchTotal;
}
AdjustmentBatchNo = giftBatch.BatchNumber;
//assuming new elements are added after these static borders
GiftDS.AGift.DefaultView.Sort = string.Format("{0}, {1}",
AGiftTable.GetBatchNumberDBName(),
AGiftTable.GetGiftTransactionNumberDBName());
GiftDS.AGiftDetail.DefaultView.Sort = string.Format("{0}, {1}, {2}",
AGiftDetailTable.GetBatchNumberDBName(),
AGiftDetailTable.GetGiftTransactionNumberDBName(),
AGiftDetailTable.GetDetailNumberDBName());
foreach (DataRowView giftRow in GiftDS.AGift.DefaultView)
{
int cycle = 0;
// first cycle creates gift reversal; second cycle creates new adjusted gift (if needed)
do
{
AGiftRow oldGift = (AGiftRow)giftRow.Row;
if (oldGift.RowState != DataRowState.Added)
{
AGiftRow gift = GiftDS.AGift.NewRowTyped(true);
DataUtilities.CopyAllColumnValuesWithoutPK(oldGift, gift);
gift.LedgerNumber = giftBatch.LedgerNumber;
gift.BatchNumber = giftBatch.BatchNumber;
// keep the same DateEntered as in the original gift if it is in the same period as the batch
if ((gift.DateEntered.Year != DateEffective.Year) || (gift.DateEntered.Month != DateEffective.Month))
{
gift.DateEntered = DateEffective;
}
gift.GiftTransactionNumber = giftBatch.LastGiftNumber + 1;
giftBatch.LastGiftNumber++;
gift.LinkToPreviousGift = (cycle != 0);
gift.LastDetailNumber = 0;
gift.FirstTimeGift = false;
// do not print a receipt for reversed gifts
if (cycle == 0)
{
gift.ReceiptPrinted = true;
gift.PrintReceipt = false;
}
else
{
gift.ReceiptPrinted = false;
gift.PrintReceipt = !ANoReceipt;
}
GiftDS.AGift.Rows.Add(gift);
foreach (DataRowView giftDetailRow in GiftDS.AGiftDetail.DefaultView)
{
AGiftDetailRow oldGiftDetail = (AGiftDetailRow)giftDetailRow.Row;
// if gift detail belongs to gift
if ((oldGiftDetail.GiftTransactionNumber == oldGift.GiftTransactionNumber) &&
(oldGiftDetail.BatchNumber == oldGift.BatchNumber) &&
(AFunction != GiftAdjustmentFunctionEnum.ReverseGiftDetail) ||
(oldGiftDetail.DetailNumber == AGiftDetailNumber))
{
AddDuplicateGiftDetailToGift(ref GiftDS, ref gift, oldGiftDetail, cycle == 0, Transaction,
AFunction,
ANewPct);
batchGiftTotal += ((cycle == 0) ? 0 : oldGiftDetail.GiftTransactionAmount);
// original gift also gets marked as a reversal
oldGiftDetail.ModifiedDetail = true;
}
}
}
cycle++;
} while ((cycle < 2) &&
(AFunction.Equals(GiftAdjustmentFunctionEnum.AdjustGift) ||
AFunction.Equals(GiftAdjustmentFunctionEnum.FieldAdjust) ||
AFunction.Equals(GiftAdjustmentFunctionEnum.TaxDeductiblePctAdjust)));
}
//When reversing into a new or existing batch, set batch total
giftBatch.BatchTotal = batchGiftTotal;
// save everything at the end
AGiftBatchAccess.SubmitChanges(GiftDS.AGiftBatch, Transaction);
ALedgerAccess.SubmitChanges(ledgerTable, Transaction);
AGiftAccess.SubmitChanges(GiftDS.AGift, Transaction);
AGiftDetailAccess.SubmitChanges(GiftDS.AGiftDetail, Transaction);
GiftDS.AGiftBatch.AcceptChanges();
SubmissionOK = true;
});
}
catch (Exception ex)
{
TLogging.LogException(ex, Utilities.GetMethodSignature());
throw new EOPAppException(Catalog.GetString("Gift Reverse/Adjust failed."), ex);
}
AAdjustmentBatchNumber = AdjustmentBatchNo;
db.CloseDBConnection();
return(SubmissionOK);
}
