/// <summary>
/// Find the latest gift that was given by a donor
/// </summary>
/// <param name="AParameters">report parameter list</param>
/// <param name="AResults">result list</param>
/// <returns>DataTable with row for last gift by donor</returns>
public static DataTable SelectLatestGiftRow(TParameterList AParameters, TResultList AResults)
{
Int64 DonorKey = AParameters.Get("PartnerKey").ToInt64();
String StrSql = "SELECT DISTINCT " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetLedgerNumberDBName() + ", " +
AGiftTable.GetTableDBName() + "." + AGiftTable.GetBatchNumberDBName() + ", " +
AGiftTable.GetTableDBName() + "." + AGiftTable.GetGiftTransactionNumberDBName() + ", " +
AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName();
StrSql = StrSql +
" FROM " + AGiftTable.GetTableDBName() +
" WHERE " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDonorKeyDBName() + " = " + DonorKey.ToString() +
" ORDER BY " + AGiftTable.GetTableDBName() + "." + AGiftTable.GetDateEnteredDBName() + " DESC";
TDBTransaction Transaction = new TDBTransaction();
DataTable tempTbl = new DataTable();
DBAccess.ReadTransaction(
ref Transaction,
delegate
{
tempTbl = Transaction.DataBaseObj.SelectDT(StrSql, "result", Transaction);
});
DataTable resultTbl = tempTbl.Clone();
resultTbl.Clear();
if (tempTbl.Rows.Count > 0)
{
resultTbl.Rows.Add((object[])tempTbl.Rows[0].ItemArray.Clone());
}
return(resultTbl);
}
/// <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);
}
/// <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>
/// 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>
/// 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>
/// Print a receipt for each gift (one page for each donor) in the batch
/// </summary>
/// <param name="AGiftTDS"></param>
public void PrintGiftBatchReceipts(GiftBatchTDS AGiftTDS)
{
AGiftBatchRow GiftBatchRow = AGiftTDS.AGiftBatch[0];
DataView GiftView = new DataView(AGiftTDS.AGift);
//AGiftTDS.AGift.DefaultView.RowFilter
GiftView.RowFilter = String.Format("{0}={1} and {2}={3}",
AGiftTable.GetLedgerNumberDBName(), GiftBatchRow.LedgerNumber,
AGiftTable.GetBatchNumberDBName(), GiftBatchRow.BatchNumber);
String ReceiptedDonorsList = "";
List <Int32> ReceiptedGiftTransactions = new List <Int32>();
SortedList <Int64, AGiftTable> GiftsPerDonor = new SortedList <Int64, AGiftTable>();
foreach (DataRowView rv in GiftView)
{
AGiftRow GiftRow = (AGiftRow)rv.Row;
bool ReceiptEachGift;
String ReceiptLetterFrequency;
bool EmailGiftStatement;
bool AnonymousDonor;
TRemote.MPartner.Partner.ServerLookups.WebConnectors.GetPartnerReceiptingInfo(
GiftRow.DonorKey,
out ReceiptEachGift,
out ReceiptLetterFrequency,
out EmailGiftStatement,
out AnonymousDonor);
if (ReceiptEachGift)
{
// I want to print a receipt for this gift,
// but if there's already one queued for this donor,
// I'll add this gift onto the existing receipt.
if (!GiftsPerDonor.ContainsKey(GiftRow.DonorKey))
{
GiftsPerDonor.Add(GiftRow.DonorKey, new AGiftTable());
}
AGiftRow NewRow = GiftsPerDonor[GiftRow.DonorKey].NewRowTyped();
DataUtilities.CopyAllColumnValues(GiftRow, NewRow);
GiftsPerDonor[GiftRow.DonorKey].Rows.Add(NewRow);
} // if receipt required
} // foreach gift
String HtmlDoc = "";
OpenFileDialog DialogOpen = new OpenFileDialog();
if (Directory.Exists(TAppSettingsManager.GetValue("Formletters.Path")))
{
DialogOpen.InitialDirectory = TAppSettingsManager.GetValue("Formletters.Path");
}
DialogOpen.Filter = Catalog.GetString("HTML file (*.html)|*.html;*.htm");
DialogOpen.RestoreDirectory = true;
DialogOpen.Title = Catalog.GetString("Select the template for the gift receipt");
if (DialogOpen.ShowDialog() != DialogResult.OK)
{
return;
}
string HTMLTemplateFilename = DialogOpen.FileName;
foreach (Int64 DonorKey in GiftsPerDonor.Keys)
{
String DonorShortName;
TPartnerClass DonorClass;
TRemote.MPartner.Partner.ServerLookups.WebConnectors.GetPartnerShortName(DonorKey, out DonorShortName, out DonorClass);
DonorShortName = Calculations.FormatShortName(DonorShortName, eShortNameFormat.eReverseShortname);
string HtmlPage = TRemote.MFinance.Gift.WebConnectors.PrintGiftReceipt(
GiftBatchRow.CurrencyCode,
DonorShortName,
DonorKey,
DonorClass,
GiftsPerDonor[DonorKey],
HTMLTemplateFilename
);
TFormLettersTools.AttachNextPage(ref HtmlDoc, HtmlPage);
ReceiptedDonorsList += (DonorShortName + "\r\n");
foreach (AGiftRow GiftRow in GiftsPerDonor[DonorKey].Rows)
{
ReceiptedGiftTransactions.Add(GiftRow.GiftTransactionNumber);
}
}
TFormLettersTools.CloseDocument(ref HtmlDoc);
if (ReceiptedGiftTransactions.Count > 0)
{
TFrmReceiptControl.PreviewOrPrint(HtmlDoc);
if (MessageBox.Show(
Catalog.GetString(
"Press OK if receipts to these recipients were printed correctly.\r\nThe gifts will be marked as receipted.\r\n") +
ReceiptedDonorsList,
Catalog.GetString("Receipt Printing"),
MessageBoxButtons.OKCancel) == DialogResult.OK)
{
foreach (Int32 Trans in ReceiptedGiftTransactions)
{
TRemote.MFinance.Gift.WebConnectors.MarkReceiptsPrinted(
GiftBatchRow.LedgerNumber,
GiftBatchRow.BatchNumber,
Trans);
}
}
}
}
/// <summary>
/// update the transaction DateEntered from outside
/// </summary>
/// <param name="ABatchRow"></param>
public void UpdateDateEntered(AGiftBatchRow ABatchRow)
{
Int32 ledgerNumber;
Int32 batchNumber;
DateTime batchEffectiveDate;
if (ABatchRow.BatchStatus != MFinanceConstants.BATCH_UNPOSTED)
{
return;
}
ledgerNumber = ABatchRow.LedgerNumber;
batchNumber = ABatchRow.BatchNumber;
batchEffectiveDate = ABatchRow.GlEffectiveDate;
DataView giftDataView = new DataView(FMainDS.AGift);
giftDataView.RowFilter = String.Format("{0}={1} And {2}={3}",
AGiftTable.GetLedgerNumberDBName(),
ledgerNumber,
AGiftTable.GetBatchNumberDBName(),
batchNumber);
DataView giftDetailDataView = new DataView(FMainDS.AGiftDetail);
giftDetailDataView.RowFilter = String.Format("{0}={1} And {2}={3}",
AGiftDetailTable.GetLedgerNumberDBName(),
ledgerNumber,
AGiftDetailTable.GetBatchNumberDBName(),
batchNumber);
((TFrmGiftBatch)ParentForm).EnsureGiftDataPresent(ledgerNumber, batchNumber);
if ((FPreviouslySelectedDetailRow != null) && (FBatchNumber == batchNumber))
{
//Rows already active in transaction tab. Need to set current row as code below will not update currently selected row
FGLEffectivePeriodHasChangedFlag = true;
GetSelectedDetailRow().DateEntered = batchEffectiveDate;
}
TFrmGiftBatch ParentGiftBatchForm = (TFrmGiftBatch)ParentForm;
ParentGiftBatchForm.Cursor = Cursors.WaitCursor;
//Update all gift rows in this batch
foreach (DataRowView dv in giftDataView)
{
AGiftRow giftRow = (AGiftRow)dv.Row;
giftRow.DateEntered = batchEffectiveDate;
}
//Update all gift detail rows in this batch
foreach (DataRowView dv in giftDetailDataView)
{
GiftBatchTDSAGiftDetailRow giftDetailRow = (GiftBatchTDSAGiftDetailRow)dv.Row;
UpdateGiftDestinationOnDateChange(ref giftDetailRow, batchEffectiveDate);
}
ParentGiftBatchForm.Cursor = Cursors.Default;
//If current row exists then refresh details
if (FGLEffectivePeriodHasChangedFlag)
{
ShowDetails();
}
}
