/// <summary> /// this supports the batch export files from Petra 2.x. /// Each line starts with a type specifier, B for batch, J for journal, T for transaction /// The code handles importing from file or clipboard /// </summary> public void ImportBatches(TImportDataSourceEnum AImportDataSource) { bool ok = false; String importString; String impOptions; OpenFileDialog dialog = null; if (FPetraUtilsObject.HasChanges) { // saving failed, therefore do not try to import MessageBox.Show(Catalog.GetString("Please save before calling this function!"), Catalog.GetString( "Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error); return; } FdlgSeparator = new TDlgSelectCSVSeparator(false); if (AImportDataSource == TImportDataSourceEnum.FromClipboard) { importString = Clipboard.GetText(TextDataFormat.UnicodeText); if ((importString == null) || (importString.Length == 0)) { MessageBox.Show(Catalog.GetString("Please first copy data from your spreadsheet application!"), Catalog.GetString("Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error); return; } impOptions = TUserDefaults.GetStringDefault("Imp Options", ";American"); String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY"); FdlgSeparator = new TDlgSelectCSVSeparator(false); FdlgSeparator.SelectedSeparator = "\t"; FdlgSeparator.CSVData = importString; FdlgSeparator.DateFormat = dateFormatString; if (impOptions.Length > 1) { FdlgSeparator.NumberFormat = impOptions.Substring(1); } } else if (AImportDataSource == TImportDataSourceEnum.FromFile) { dialog = new OpenFileDialog(); string exportPath = TClientSettings.GetExportPath(); string fullPath = TUserDefaults.GetStringDefault("Imp Filename", exportPath + Path.DirectorySeparatorChar + "import.csv"); TImportExportDialogs.SetOpenFileDialogFilePathAndName(dialog, fullPath, exportPath); dialog.Title = Catalog.GetString("Import Batches from CSV File"); dialog.Filter = Catalog.GetString("Text Files(*.txt) | *.txt | GL Batch Files(*.csv) | *.csv"); impOptions = TUserDefaults.GetStringDefault("Imp Options", ";" + TDlgSelectCSVSeparator.NUMBERFORMAT_AMERICAN); // This call fixes Windows7 Open File Dialogs. It must be the line before ShowDialog() TWin7FileOpenSaveDialog.PrepareDialog(Path.GetFileName(fullPath)); if (dialog.ShowDialog() == DialogResult.OK) { Boolean fileCanOpen = FdlgSeparator.OpenCsvFile(dialog.FileName); if (!fileCanOpen) { MessageBox.Show(Catalog.GetString("Unable to open file."), Catalog.GetString("Batch Import"), MessageBoxButtons.OK, MessageBoxIcon.Stop); return; } importString = File.ReadAllText(dialog.FileName, Encoding.Default); String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY"); FdlgSeparator.DateFormat = dateFormatString; if (impOptions.Length > 1) { FdlgSeparator.NumberFormat = impOptions.Substring(1); } FdlgSeparator.SelectedSeparator = impOptions.Substring(0, 1); } else { return; } } else { // unknown source!! The following need a value... impOptions = String.Empty; importString = String.Empty; } if (FdlgSeparator.ShowDialog() == DialogResult.OK) { Hashtable requestParams = new Hashtable(); requestParams.Add("ALedgerNumber", FLedgerNumber); requestParams.Add("Delimiter", FdlgSeparator.SelectedSeparator); requestParams.Add("DateFormatString", FdlgSeparator.DateFormat); requestParams.Add("NumberFormat", FdlgSeparator.NumberFormat); requestParams.Add("NewLine", Environment.NewLine); TVerificationResultCollection AMessages = new TVerificationResultCollection(); Thread ImportThread = new Thread(() => ImportGLBatches( requestParams, importString, out AMessages, out ok)); using (TProgressDialog ImportDialog = new TProgressDialog(ImportThread)) { ImportDialog.ShowDialog(); } // We save the defaults even if ok is false - because the client will probably want to try and import // the same file again after correcting any errors SaveUserDefaults(dialog, impOptions); ShowMessages(AMessages); } if (ok) { MessageBox.Show(Catalog.GetString("Your data was imported successfully!"), Catalog.GetString("Batch Import"), MessageBoxButtons.OK, MessageBoxIcon.Information); FMyUserControl.ReloadBatches(); FPetraUtilsObject.DisableSaveButton(); } }
/// <summary> /// this supports the batch export files from Petra 2.x. /// Each line starts with a type specifier, B for batch, J for journal, T for transaction /// </summary> public void ImportBatches(TGiftImportDataSourceEnum AImportSource) { bool ok = false; String importString; String impOptions; OpenFileDialog dialog = null; if (FPetraUtilsObject.HasChanges) { // saving failed, therefore do not try to post MessageBox.Show(Catalog.GetString("Please save before calling this function!"), Catalog.GetString( "Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error); return; } FdlgSeparator = new TDlgSelectCSVSeparator(false); if (AImportSource == TGiftImportDataSourceEnum.FromClipboard) { importString = Clipboard.GetText(TextDataFormat.UnicodeText); if ((importString == null) || (importString.Length == 0)) { MessageBox.Show(Catalog.GetString("Please first copy data from your spreadsheet application!"), Catalog.GetString("Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error); return; } impOptions = TUserDefaults.GetStringDefault("Imp Options", ";American"); String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY"); FdlgSeparator = new TDlgSelectCSVSeparator(false); FdlgSeparator.SelectedSeparator = "\t"; FdlgSeparator.CSVData = importString; FdlgSeparator.DateFormat = dateFormatString; if (impOptions.Length > 1) { FdlgSeparator.NumberFormat = impOptions.Substring(1); } } else if (AImportSource == TGiftImportDataSourceEnum.FromFile) { dialog = new OpenFileDialog(); string exportPath = TClientSettings.GetExportPath(); string fullPath = TUserDefaults.GetStringDefault("Imp Filename", exportPath + Path.DirectorySeparatorChar + "import.csv"); TImportExportDialogs.SetOpenFileDialogFilePathAndName(dialog, fullPath, exportPath); dialog.Title = Catalog.GetString("Import Batches from CSV File"); dialog.Filter = Catalog.GetString("Gift Batches files (*.csv)|*.csv"); impOptions = TUserDefaults.GetStringDefault("Imp Options", ";" + TDlgSelectCSVSeparator.NUMBERFORMAT_AMERICAN); // This call fixes Windows7 Open File Dialogs. It must be the line before ShowDialog() TWin7FileOpenSaveDialog.PrepareDialog(Path.GetFileName(fullPath)); if (dialog.ShowDialog() == DialogResult.OK) { Boolean fileCanOpen = FdlgSeparator.OpenCsvFile(dialog.FileName); if (!fileCanOpen) { MessageBox.Show(Catalog.GetString("Unable to open file."), Catalog.GetString("Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Stop); return; } importString = File.ReadAllText(dialog.FileName, Encoding.Default); String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY"); FdlgSeparator.DateFormat = dateFormatString; if (impOptions.Length > 1) { FdlgSeparator.NumberFormat = impOptions.Substring(1); } FdlgSeparator.SelectedSeparator = impOptions.Substring(0, 1); } else { return; } } else { // unknown source!! The following need a value... impOptions = String.Empty; importString = String.Empty; } if (FdlgSeparator.ShowDialog() == DialogResult.OK) { Hashtable requestParams = new Hashtable(); requestParams.Add("ALedgerNumber", FLedgerNumber); requestParams.Add("Delimiter", FdlgSeparator.SelectedSeparator); requestParams.Add("DateFormatString", FdlgSeparator.DateFormat); requestParams.Add("NumberFormat", FdlgSeparator.NumberFormat); requestParams.Add("NewLine", Environment.NewLine); bool Repeat = true; while (Repeat) { Repeat = false; TVerificationResultCollection AMessages = new TVerificationResultCollection(); GiftBatchTDSAGiftDetailTable NeedRecipientLedgerNumber = new GiftBatchTDSAGiftDetailTable(); Thread ImportThread = new Thread(() => ImportGiftBatches( requestParams, importString, out AMessages, out ok, out NeedRecipientLedgerNumber)); using (TProgressDialog ImportDialog = new TProgressDialog(ImportThread)) { ImportDialog.ShowDialog(); } // If NeedRecipientLedgerNumber contains data then AMessages will only ever contain // one message alerting the user that no data has been imported. // We do not want to show this as we will be displaying another more detailed message. if (NeedRecipientLedgerNumber.Rows.Count == 0) { ShowMessages(AMessages); } // if the import contains gifts with Motivation Group 'GIFT' and that have a Family recipient with no Gift Destination // then the import will have failed and we need to alert the user if (NeedRecipientLedgerNumber.Rows.Count > 0) { bool OfferToRunImportAgain = true; bool DoNotShowMessageBoxEverytime = false; TFrmExtendedMessageBox.TResult Result = TFrmExtendedMessageBox.TResult.embrUndefined; int count = 1; // for each gift in which the recipient needs a Git Destination foreach (GiftBatchTDSAGiftDetailRow Row in NeedRecipientLedgerNumber.Rows) { if (!DoNotShowMessageBoxEverytime) { string CheckboxText = string.Empty; // only show checkbox if there is at least one more occurance of this error if (NeedRecipientLedgerNumber.Rows.Count - count > 0) { CheckboxText = string.Format( Catalog.GetString("Do this for all further occurances ({0})?"), NeedRecipientLedgerNumber.Rows.Count - count); } TFrmExtendedMessageBox extendedMessageBox = new TFrmExtendedMessageBox(FPetraUtilsObject.GetForm()); extendedMessageBox.ShowDialog(string.Format( Catalog.GetString( "Gift Import has been cancelled as the recipient '{0}' ({1}) has no Gift Destination assigned."), Row.RecipientDescription, Row.RecipientKey) + "\n\r\n\r\n\r" + Catalog.GetString("Do you want to assign a Gift Destination to this partner now?"), Catalog.GetString("Import Errors"), CheckboxText, TFrmExtendedMessageBox.TButtons.embbYesNo, TFrmExtendedMessageBox.TIcon.embiWarning); Result = extendedMessageBox.GetResult(out DoNotShowMessageBoxEverytime); } if (Result == TFrmExtendedMessageBox.TResult.embrYes) { // allow the user to assign a Gift Destingation TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(FPetraUtilsObject.GetForm(), Row.RecipientKey); GiftDestinationForm.ShowDialog(); } else { OfferToRunImportAgain = false; if (DoNotShowMessageBoxEverytime) { break; } } count++; } // if the user has clicked yes to assigning Gift Destinations then offer to restart the import if (OfferToRunImportAgain && (MessageBox.Show(Catalog.GetString("Would you like to import this Gift Batch again?"), Catalog.GetString("Gift Import"), MessageBoxButtons.YesNo, MessageBoxIcon.Question, MessageBoxDefaultButton.Button2) == DialogResult.Yes)) { Repeat = true; } } } // We save the defaults even if ok is false - because the client will probably want to try and import // the same file again after correcting any errors SaveUserDefaults(dialog, impOptions); } if (ok) { MessageBox.Show(Catalog.GetString("Your data was imported successfully!"), Catalog.GetString("Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Information); FMyUserControl.LoadBatchesForCurrentYear(); FPetraUtilsObject.DisableSaveButton(); } }
/// <summary> /// Import a transactions file or a clipboard equivalent /// </summary> /// <param name="ACurrentBatchRow">The batch to import to</param> /// <param name="AImportSource">The import source - eg File or Clipboard</param> /// <returns>True if the import was successful</returns> public bool ImportTransactions(AGiftBatchRow ACurrentBatchRow, TGiftImportDataSourceEnum AImportSource) { bool ok = false; bool RefreshGUIAfterImport = false; OpenFileDialog dialog = null; Boolean IsPlainText = false; if (FPetraUtilsObject.HasChanges) { // saving failed, therefore do not try to import MessageBox.Show(Catalog.GetString("Please save any changes before calling this function!"), Catalog.GetString( "Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Error); return(false); } if ((ACurrentBatchRow == null) || (ACurrentBatchRow.BatchStatus != MFinanceConstants.BATCH_UNPOSTED)) { MessageBox.Show(Catalog.GetString("Please select an unposted batch to import transactions."), Catalog.GetString( "Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Error); return(false); } if (ACurrentBatchRow.LastGiftNumber > 0) { if (MessageBox.Show(Catalog.GetString( "The current batch already contains some gift transactions. Do you really want to add more transactions to this batch?"), Catalog.GetString("Gift Transaction Import"), MessageBoxButtons.YesNo, MessageBoxIcon.Question, MessageBoxDefaultButton.Button2) == DialogResult.No) { return(false); } } FdlgSeparator = new TDlgSelectCSVSeparator(false); FdlgSeparator.DateMayBeInteger = TUserDefaults.GetBooleanDefault(MCommonConstants.USERDEFAULT_IMPORTEDDATESMAYBEINTEGERS, false); if (AImportSource == TGiftImportDataSourceEnum.FromClipboard) { string importString = Clipboard.GetText(TextDataFormat.UnicodeText); if ((importString == null) || (importString.Length == 0)) { MessageBox.Show(Catalog.GetString("Please first copy data from your spreadsheet application!"), Catalog.GetString("Failure"), MessageBoxButtons.OK, MessageBoxIcon.Error); return(false); } FdlgSeparator.CSVData = importString; } else if (AImportSource == TGiftImportDataSourceEnum.FromFile) { dialog = new OpenFileDialog(); string exportPath = TClientSettings.GetExportPath(); string fullPath = TUserDefaults.GetStringDefault("Imp Filename", exportPath + Path.DirectorySeparatorChar + "import.csv"); TImportExportDialogs.SetOpenFileDialogFilePathAndName(dialog, fullPath, exportPath); dialog.Title = Catalog.GetString("Import Transactions from CSV File"); dialog.Filter = Catalog.GetString("Gift Transactions files (*.csv)|*.csv|Text Files (*.txt)|*.txt"); // This call fixes Windows7 Open File Dialogs. It must be the line before ShowDialog() TWin7FileOpenSaveDialog.PrepareDialog(Path.GetFileName(fullPath)); if (dialog.ShowDialog() == DialogResult.OK) { Boolean fileCanOpen = FdlgSeparator.OpenCsvFile(dialog.FileName); if (!fileCanOpen) { MessageBox.Show(Catalog.GetString("Unable to open file."), Catalog.GetString("Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Stop); return(false); } IsPlainText = (Path.GetExtension(dialog.FileName).ToLower() == ".txt"); } else { return(false); } } else { // unknown source!! The following need a value... return(false); } String impOptions = TUserDefaults.GetStringDefault("Imp Options", ";" + TDlgSelectCSVSeparator.NUMBERFORMAT_AMERICAN); String dateFormatString = TUserDefaults.GetStringDefault("Imp Date", "MDY"); FdlgSeparator.DateFormat = dateFormatString; FdlgSeparator.NumberFormat = (impOptions.Length > 1) ? impOptions.Substring(1) : TDlgSelectCSVSeparator.NUMBERFORMAT_AMERICAN; FdlgSeparator.SelectedSeparator = StringHelper.GetCSVSeparator(FdlgSeparator.FileContent) ?? ((impOptions.Length > 0) ? impOptions.Substring(0, 1) : ";"); if (IsPlainText || (FdlgSeparator.ShowDialog() == DialogResult.OK)) { Hashtable requestParams = new Hashtable(); requestParams.Add("ALedgerNumber", FLedgerNumber); requestParams.Add("Delimiter", FdlgSeparator.SelectedSeparator); requestParams.Add("DateFormatString", FdlgSeparator.DateFormat); requestParams.Add("NumberFormat", FdlgSeparator.NumberFormat); requestParams.Add("NewLine", Environment.NewLine); bool Repeat = true; while (Repeat) { Repeat = false; TVerificationResultCollection AMessages = new TVerificationResultCollection(); GiftBatchTDSAGiftDetailTable NeedRecipientLedgerNumber = new GiftBatchTDSAGiftDetailTable(); Thread ImportThread = new Thread(() => ImportGiftTransactions( requestParams, FdlgSeparator.FileContent, ACurrentBatchRow.BatchNumber, out AMessages, out ok, out RefreshGUIAfterImport, out NeedRecipientLedgerNumber)); using (TProgressDialog ImportDialog = new TProgressDialog(ImportThread)) { ImportDialog.ShowDialog(); } // if the import contains gifts with Motivation Group 'GIFT' and that have a Family recipient with no Gift Destination // then the import will have failed and we need to alert the user int numberOfMissingGiftDestinations = NeedRecipientLedgerNumber.Rows.Count; if (numberOfMissingGiftDestinations == 0) { if (TVerificationHelper.ResultsContainErrorCode(AMessages, PetraErrorCodes.ERR_DB_SERIALIZATION_EXCEPTION)) { TConcurrentServerTransactions.ShowTransactionSerializationExceptionDialog(); } else { ShowMessages(AMessages); } } if (numberOfMissingGiftDestinations > 0) { bool offerToRunImportAgain = true; int currentMissingGiftDestinationNo = 1; // for each gift in which the recipient needs a Git Destination foreach (GiftBatchTDSAGiftDetailRow Row in NeedRecipientLedgerNumber.Rows) { //Lookup the partner shortname string partnerShortName = string.Empty; TPartnerClass partnerClass; if (TServerLookup.TMPartner.GetPartnerShortName(Row.RecipientKey, out partnerShortName, out partnerClass)) { Row.RecipientDescription = partnerShortName; } if (MessageBox.Show(string.Format( Catalog.GetString( "Error: {0:0000} of {1:0000} - Recipient '{2}' ({3}) has no Gift Destination assigned."), currentMissingGiftDestinationNo, numberOfMissingGiftDestinations, Row.RecipientDescription, Row.RecipientKey) + "\n\n" + Catalog.GetString("Do you want to assign a Gift Destination to this partner now?"), Catalog.GetString("Gift Import Cancelled"), MessageBoxButtons.YesNo, MessageBoxIcon.Warning) == DialogResult.Yes) { // allow the user to assign a Gift Destingation TFrmGiftDestination GiftDestinationForm = new TFrmGiftDestination(FPetraUtilsObject.GetForm(), Row.RecipientKey); GiftDestinationForm.ShowDialog(); } else { offerToRunImportAgain = false; } currentMissingGiftDestinationNo++; } // if the user has clicked yes to assigning Gift Destinations then offer to restart the import if (offerToRunImportAgain && (MessageBox.Show(Catalog.GetString("Would you like to import these Gift Transactions again?"), Catalog.GetString("Gift Import"), MessageBoxButtons.YesNo, MessageBoxIcon.Question, MessageBoxDefaultButton.Button1) == DialogResult.Yes)) { Repeat = true; } } } } // We save the defaults even if ok is false - because the client will probably want to try and import // the same file again after correcting any errors if (!IsPlainText) { SaveUserDefaults(dialog); } if (ok) { MessageBox.Show(Catalog.GetString("Your data was imported successfully!"), Catalog.GetString("Gift Import"), MessageBoxButtons.OK, MessageBoxIcon.Information); } if (ok || RefreshGUIAfterImport) { FMyUserControl.LoadBatchesForCurrentYear(); FPetraUtilsObject.DisableSaveButton(); return(true); // This completes the refresh } return(false); }