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TransactionMatching.ascx
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<%@ Control Language="C#" AutoEventWireup="true" CodeFile="TransactionMatching.ascx.cs" Inherits="RockWeb.Blocks.Finance.TransactionMatching" %>
<asp:UpdatePanel ID="upnlContent" runat="server">
<ContentTemplate>
<asp:HiddenField ID="hfBackNextHistory" runat="server" />
<asp:HiddenField ID="hfHistoryPosition" runat="server" />
<asp:HiddenField ID="hfTransactionId" runat="server" />
<asp:HiddenField ID="hfBatchId" runat="server" />
<asp:HiddenField ID="hfCheckMicrHashed" runat="server" />
<asp:HiddenField ID="hfDoFadeIn" runat="server" />
<asp:Panel ID="pnlView" runat="server" CssClass="panel panel-block">
<div class="panel-heading">
<h1 class="panel-title">
<asp:Literal ID="lPanelTitle" runat="server" /></h1>
<asp:Literal ID="lProgressBar" runat="server"></asp:Literal>
<asp:LinkButton ID="btnFilter" runat="server" CssClass="btn btn-xs btn-default pull-right margin-l-sm" OnClick="btnFilter_Click"><i class="fa fa-gear" title="Filter Accounts"></i></asp:LinkButton>
<Rock:RockControlWrapper ID="rcwAddNewBusiness" runat="server" Visible="false">
<a id="hlAddNewBusiness" class="btn btn-default btn-xs margin-r-sm pull-right" runat="server" href="#">Add Business</a>
</Rock:RockControlWrapper>
<Rock:RockControlWrapper ID="rcwAddNewFamily" runat="server" Visible="false">
<a id="hlAddNewFamily" class="btn btn-default btn-xs margin-r-sm pull-right" runat="server" href="#">Add Family</a>
</Rock:RockControlWrapper>
</div>
<div class="panel-body">
<Rock:NotificationBox ID="nbNoUnmatchedTransactionsRemaining" runat="server" NotificationBoxType="Success" Text="<i class='fa fa-2x fa-check-circle'></i> There are no more unmatched transactions in this batch. Click 'Done' to indicate that the batch is no longer pending and return to batch details." />
<asp:LinkButton ID="lbFinish" runat="server" CssClass="btn btn-default" OnClick="lbFinish_Click">Done</asp:LinkButton>
<asp:Panel ID="pnlEdit" runat="server">
<div class="row">
<div class="col-md-6">
<Rock:NotificationBox ID="nbNoTransactionImageWarning" runat="server" NotificationBoxType="Warning" Text="Warning. No Images found for this transaction." />
<Rock:NotificationBox ID="nbIsInProcess" runat="server" NotificationBoxType="Warning" Text="Warning. This transaction is getting processed by ...." />
<div>
<asp:Image ID="imgPrimary" runat="server" CssClass="transaction-image" />
</div>
<div>
<asp:Repeater ID="rptrImages" runat="server">
<ItemTemplate>
<asp:Image ID="imgOther" ImageUrl='<%# ImageUrl( (int)Eval("BinaryFileId") ) %>' runat="server" CssClass="transaction-image-thumbnail" ToolTip="Click to toggle" />
</ItemTemplate>
</asp:Repeater>
</div>
</div>
<div class="col-md-6">
<div class="row">
<div class="col-md-6">
<Rock:RockDropDownList ID="ddlIndividual" runat="server" Label="Individual" Help="Select a person that has previously been matched to the bank account. If the person isn't in this list, use the 'Assign to New' to select the matching person." AutoPostBack="true" OnSelectedIndexChanged="ddlIndividual_SelectedIndexChanged" />
<span ID="badgeIndividualCount" runat="server" class="pull-right badge badge-danger"
style="position: relative; top: -58px; left: 10px"></span>
<div>
<Rock:PersonPicker ID="ppSelectNew" runat="server" Label="Assign to New" FormGroupCssClass="pull-left" Help="Select a new person to match to the bank account." IncludeBusinesses="true" OnSelectPerson="ppSelectNew_SelectPerson" />
<Rock:RockControlWrapper ID="rcwEnvelope" runat="server" Label="Envelope #" Help="Select a person based on their assigned envelope number" >
<Rock:RockTextBox ID="tbEnvelopeNumber" runat="server" CssClass="input-width-sm pull-left" />
<asp:LinkButton ID="btnFindByEnvelopeNumber" runat="server" CssClass="btn btn-default margin-l-sm" Text="Find" OnClick="btnFindByEnvelopeNumber_Click" />
</Rock:RockControlWrapper>
<Rock:ModalDialog ID="mdEnvelopeSearchResults" runat="server" Title="Alert" OnSaveClick="mdEnvelopeSearchResults_SaveClick" ValidationGroup="vgEnvelopeSearchResults">
<Content>
<asp:Literal ID="lEnvelopeSearchResults" runat="server" />
<br />
<Rock:RockRadioButtonList ID="cblEnvelopeSearchPersons" runat="server" ValidationGroup="vgEnvelopeSearchResults" Required="true" />
</Content>
</Rock:ModalDialog>
</div>
</div>
<div class="col-md-6">
<asp:Panel ID="pnlPreview" CssClass="contents" runat="server">
<asp:Literal ID="lPersonName" runat="server" />
<asp:Literal ID="lSpouseName" runat="server" />
<asp:Literal ID="lCampus" runat="server" />
<!-- List of addresses associated with this person -->
<ul class="list-unstyled">
<asp:Repeater ID="rptrAddresses" runat="server">
<ItemTemplate>
<li class="address clearfix">
<strong><%# Eval("GroupLocationTypeValue.Value") %></strong>
<p>
<%# Eval("Location.FormattedHtmlAddress") %>
</p>
</li>
</ItemTemplate>
</asp:Repeater>
</ul>
</asp:Panel>
</div>
</div>
<div class="row">
<div class="col-md-6">
<Rock:DynamicPlaceHolder ID="phPaymentAttributeEdits" runat="server" />
</div>
</div>
<Rock:NotificationBox ID="nbSaveError" runat="server" NotificationBoxType="Danger" Dismissable="true" Text="Warning. Unable to save..." />
<Rock:RockControlWrapper ID="rcwAccountSplit" runat="server" Label="Account Split" Help="Enter the amount that should be allocated to each account. The total must match the amount shown on the transaction image">
<div class="form-horizontal label-xl js-accounts">
<asp:Repeater ID="rptAccounts" runat="server" >
<ItemTemplate>
<Rock:CurrencyBox ID="cbAccountAmount" runat="server" Label='<%#Eval( "Name" )%>' data-account-id='<%#Eval("Id")%>' CssClass="js-account-amount input-width-md" onkeydown="javascript:return handleAmountBoxKeyPress(this, event.keyCode);" onkeyup="javascript:handleAmountBoxKeyUp(event.keyCode)" />
</ItemTemplate>
</asp:Repeater>
</div>
<asp:Panel ID="pnlAddOptionalAccount" runat="server" CssClass="row" Visible="false">
<div class="col-md-8">
<Rock:RockDropDownList ID="ddlAddAccount" runat="server" CssClass="js-add-account" EnhanceForLongLists="true" />
</div>
<div class="col-md-4" style="margin-left:-10px">
<Rock:CurrencyBox ID="cbOptionalAccountAmount" runat="server" CssClass="input-width-md" />
</div>
</asp:Panel>
</Rock:RockControlWrapper>
<%-- note: using disabled instead of readonly so that we can set the postback value in javascript --%>
<Rock:CurrencyBox ID="cbUnallocatedAmount" runat="server" Label="Unallocated Amount" FormGroupCssClass="js-unallocated-amount has-error" Help="The unallocated amount based on the original total amount." disabled="disabled" />
<Rock:CurrencyBox ID="cbTotalAmount" runat="server" Label="Total Amount" CssClass="js-total-amount" Help="Allocates amounts to the above account(s) until the total amount matches what is shown on the transaction image." disabled="disabled" Text="0.00"></Rock:CurrencyBox>
<Rock:HiddenFieldWithClass ID="hfOriginalTotalAmount" runat="server" CssClass="js-original-total-amount" />
<Rock:HiddenFieldWithClass ID="hfCurrencySymbol" runat="server" CssClass="js-currencysymbol" />
<Rock:RockTextBox ID="tbSummary" runat="server" Label="Summary" TextMode="MultiLine" Rows="2" />
</div>
</div>
<div class="row">
<div class="col-md-12">
<asp:LinkButton ID="btnPrevious" runat="server" CssClass="btn" OnClick="btnPrevious_Click">Previous</asp:LinkButton>
<div class="pull-right">
<asp:LinkButton ID="btnCancel" runat="server" CssClass="btn btn-default" Visible="false" OnClick="btnCancel_Click">Cancel</asp:LinkButton>
<asp:LinkButton ID="btnNext" runat="server" AccessKey="n" ToolTip="Alt+n" CssClass="btn btn-primary" OnClick="btnNext_Click">Next <i class="fa fa-chevron-right"></i></asp:LinkButton>
</div>
<div class="clearfix"></div>
</div>
</div>
</asp:Panel>
</div>
<Rock:ModalDialog ID="mdAccountsPersonalFilter" runat="server" Title="Accounts Filter" OnSaveClick="mdAccountsPersonalFilter_SaveClick">
<Content>
<div class="row">
<div class="col-sm-6">
<Rock:AccountPicker ID="apDisplayedPersonalAccounts" runat="server" AllowMultiSelect="true" Label="Displayed Accounts" DisplayActiveOnly="true" />
<Rock:RockCheckBox ID="cbOnlyShowSelectedAccounts" runat="server" Label="Limit to Existing" Text="Yes"
Help="If a transaction already has allocated amounts (i.e teller import), should only the accounts with values be displayed by default." />
<Rock:AccountPicker ID="apOptionalPersonalAccounts" runat="server" AllowMultiSelect="true" Label="Optional Accounts" DisplayActiveOnly="true" />
</div>
<div class="col-sm-6">
<Rock:CampusPicker ID="cpAccounts" runat="server" Label="Campus" Help="Only display selected accounts that are associated with this campus (or not associated with a campus)." />
</div>
</div>
</Content>
</Rock:ModalDialog>
</asp:Panel>
<script>
// update the Total Amount UI text as amounts are edited
function updateRemainingAccountAllocation() {
// do currency math in Cents instead of Dollars to avoid floating point math issues
var transactionTotalAmountCents = null;
$('#<%=pnlView.ClientID%> .js-account-amount :input').each(function (index, elem) {
var accountAmountDollar = $(elem).val();
if (!isNaN(accountAmountDollar) && accountAmountDollar != "") {
transactionTotalAmountCents = (transactionTotalAmountCents || 0.00) + Number(accountAmountDollar) * 100;
}
});
var transactionTotalAmountDollars = transactionTotalAmountCents != null ? (transactionTotalAmountCents / 100).toFixed(2) : null;
$('#<%=pnlView.ClientID%>').find('.js-total-amount :input').val(transactionTotalAmountDollars);
$unallocatedAmountEl = $('#<%=pnlView.ClientID%>').find('.js-unallocated-amount');
var originalTotalAmountCents = Number($('#<%=pnlView.ClientID%>').find('.js-original-total-amount').val());
var unallocatedAmountCents = 0;
if (originalTotalAmountCents && originalTotalAmountCents > 0)
{
unallocatedAmountCents = originalTotalAmountCents - (transactionTotalAmountCents || 0);
}
$unallocatedAmountEl.find(':input').val((unallocatedAmountCents / 100).toFixed(2));
if (Math.round(unallocatedAmountCents) == 0)
{
$unallocatedAmountEl.hide();
}
else
{
$unallocatedAmountEl.show();
}
}
Sys.Application.add_load(function () {
if ($('#<%=hfDoFadeIn.ClientID%>').val() == "1") {
$('#<%=pnlView.ClientID%>').rockFadeIn();
}
$('#<%=btnNext.ClientID%>').click(verifyUnallocated);
updateRemainingAccountAllocation();
// sort the amount boxes in the order that they were added
$('.js-accounts .currency-box').detach().sort(function (a, b)
{
var sortA = $(a).find("input").data("sort-order");
var sortB = $(b).find("input").data("sort-order");
if (sortA < sortB)
return -1
if (sortA > sortB)
return 1
return 0;
}).appendTo('.js-accounts');
})
// handle onkeypress for the account amount input boxes
function handleAmountBoxKeyPress(element, keyCode)
{
// if Enter was pressed when in one of the Amount boxes, click the Next button.
if (keyCode == 13)
{
$('#<%=btnNext.ClientID%>')[0].click();
return false;
}
else if (keyCode == 40) {
// pressing the down arrow goes to the next input or to the Next button
var clientId = element.getAttribute('id');
// find the "next" textbox
var textbox = $('#'+clientId).parent().parent().next().find('input');
if (textbox.length != 0)
{
textbox.focus();
}
else
{
$('#<%=btnNext.ClientID%>').focus();
}
}
else if (keyCode == 38) {
// pressing the up arrow goes to the previous input
var clientId = element.getAttribute('id');
// find the "previous" textbox
var textbox = $('#' + clientId).parent().parent().prev().find('input');
if (textbox.length != 0) {
textbox.focus();
}
}
}
// handle onkeyup for the account amount input boxes
function handleAmountBoxKeyUp(keyCode)
{
updateRemainingAccountAllocation();
}
// handle btnNext so that it warns if the total amount was changed from the original (if there was an amount to start with)
function verifyUnallocated(e)
{
$unallocatedAmountEl = $('#<%=pnlView.ClientID%>').find('.js-unallocated-amount');
if ($unallocatedAmountEl.is(':visible'))
{
if (Number($unallocatedAmountEl.find('input').val()) != 0)
{
e.preventDefault();
var originalTotalAmountCents = Number($('#<%=pnlView.ClientID%>').find('.js-original-total-amount').val());
var totalAmountCents = Number($('#<%=pnlView.ClientID%>').find('.js-total-amount :input').val()) * 100;
var currencySymbol = $('#<%=pnlView.ClientID%>').find('.js-currencysymbol').val()
var warningMsg = 'Note: The original transaction amount was ' + currencySymbol + (originalTotalAmountCents / 100).toFixed(2) + '. This has been changed to ' + currencySymbol + (totalAmountCents / 100).toFixed(2) + '. Are you sure you want to proceed with this change?';
Rock.dialogs.confirm(warningMsg, function (result)
{
if (result)
{
window.location = e.target.href ? e.target.href : e.target.parentElement.href;
}
});
}
}
else
{
return true;
}
}
</script>
</ContentTemplate>
</asp:UpdatePanel>