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static GiftBatchTDS | CreateAGiftBatch (Int32 ALedgerNumber) |
| create a new batch with a consecutive batch number in the ledger, and immediately store the batch and the new number in the database More...
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static GiftBatchTDS | CreateAGiftBatch (Int32 ALedgerNumber, DateTime ADateEffective, string ABatchDescription, TDataBase ADataBase=null) |
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static GiftBatchTDS | CreateARecurringGiftBatch (Int32 ALedgerNumber, TDataBase ADataBase=null) |
| create a new recurring batch with a consecutive batch number in the ledger, and immediately store the batch and the new number in the database More...
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static bool | SubmitRecurringGiftBatch (Int32 ALedgerNumber, Int32 ARecurringBatchNumber, DateTime AEffectiveDate, string AReference, Decimal AExchangeRateToBase, Decimal AExchangeRateIntlToBase, out int ANewGiftBatchNo) |
| create a gift batch from a recurring gift batch including gift and gift detail More...
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static DataTable | GetAvailableGiftYears (Int32 ALedgerNumber, out String ADisplayMember, out String AValueMember) |
| Loads all available years with gift data into a table To be used by a combobox to select the financial year More...
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static GiftBatchTDS | LoadALedgerTable (Int32 ALedgerNumber) |
| returns ledger table for specified ledger More...
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static GiftBatchTDS | LoadAGiftBatchForYearPeriod (Int32 ALedgerNumber, Int32 AYear, Int32 APeriod, String ABatchStatus, out String ACurrencyCode) |
| loads a list of batches for the given ledger also get the ledger for the base currency etc More...
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static GiftBatchTDS | LoadAGiftBatch (Int32 ALedgerNumber, Int32 ABatchNumber, out String ACurrencyCode) |
| loads a specific gift batch More...
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static GiftBatchTDS | LoadAGiftBatchesForCurrentYear (Int32 ALedgerNumber) |
| loads a list of batches for the given ledger's current year More...
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static GiftBatchTDS | LoadAGiftBatchesForCurrentYearPeriod (Int32 ALedgerNumber) |
| loads a list of batches for the given ledger's current year and current plus forwarding periods More...
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static GiftBatchTDS | LoadAGiftSingle (Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber) |
| loads a GiftBatchTDS for a whole transaction (i.e. all details in the specified gift) More...
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static GiftBatchTDSAGiftDetailTable | LoadDonorLastPostedGift (Int64 ADonorPartnerKey, Int32 ALedgerNumber, DateTime ALatestUnpostedGiftDateEntered) |
| Loads a donor's last gift (if it exists) and returns the associated gift details. More...
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static Boolean | DonorHasGiven (Int32 ALedgerNumber, Int64 ADonorPartnerKey) |
| Returns True if this person is a Gift Donor. More...
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static GiftBatchTDS | LoadAGiftBatchSingle (Int32 ALedgerNumber, Int32 ABatchNumber, out Boolean ABatchIsUnposted, out string ACurrencyCode) |
| loads a specific gift batch, without gift transactions nor details More...
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static GiftBatchTDS | LoadARecurringGiftBatch (Int32 ALedgerNumber) |
| loads a list of recurring batches for the given ledger also get the ledger for the base currency etc TODO: limit to period, limit to batch status, etc More...
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static GiftBatchTDS | LoadARecurringGiftBatchSingle (Int32 ALedgerNumber, Int32 ABatchNumber) |
| loads a list of recurring batches for the given ledger also get the ledger for the base currency etc TODO: limit to period, limit to batch status, etc More...
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static string | RetrieveCostCentreCodeForRecipient (Int32 ALedgerNumber, Int64 ARecipientPartnerKey, Int64 ARecipientLedgerNumber, DateTime ADateGiftEntered, String AMotivationGroupCode, String AMotivationDetailCode, out bool APartnerIsMissingLink) |
| Retrieve the cost centre code for the recipient More...
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static bool | IsRecipientLedgerNumberSetupForILT (Int32 ALedgerNumber, Int64 ARecipientPartnerKey, Int64 ARecipientLedgerNumber, out TVerificationResultCollection AVerificationResults) |
| Check that the chosen recipient ledger is set up for ILT - or that the recipient has a separate cost centre More...
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static bool | LoadGiftTransactionsForBatch (Int32 ALedgerNumber, Int32 ABatchNumber, out Boolean ABatchIsUnposted, out String ACurrencyCode, out GiftBatchTDS AMainDS, out TVerificationResultCollection AVerificationResult) |
| loads a list of gift transactions and details for the given ledger and batch More...
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static bool | LoadGiftTransactionAndDetails (Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber, out Boolean ABatchIsUnposted, out String ACurrencyCode, out GiftBatchTDS AMainDS, out TVerificationResultCollection AVerificationResult) |
| loads the specified gift transaction and its details More...
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static bool | LoadGiftTransactionAndDetail (Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber, Int32 ADetailNumber, out Boolean ABatchIsUnposted, out String ACurrencyCode, out GiftBatchTDS AMainDS, out TVerificationResultCollection AVerificationResult) |
| loads the specified gift transaction and the specified gift detail More...
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static GiftBatchTDS | LoadBankingDetailsOfPartner (Int64 APartnerKey) |
| loads a list of banking details for the given partner More...
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static GiftBatchTDS | LoadRecurringGiftTransactionsForBatch (Int32 ALedgerNumber, Int32 ABatchNumber) |
| loads a list of recurring gift transactions and details for the given ledger and recurring batch More...
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static GiftBatchTDS | LoadDonorRecipientHistory (Hashtable requestParams, out TVerificationResultCollection AMessages) |
| loads a list of gift transactions and details for the given ledger and batch More...
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static TSubmitChangesResult | SaveGiftBatchTDS (ref GiftBatchTDS AInspectDS, out TVerificationResultCollection AVerificationResult, TDataBase ADataBase=null) |
| this will store all new and modified batches, gift transactions and details More...
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static bool | CancelBatch (Int32 ALedgerNumber, Int32 ABatchNumber, out TVerificationResultCollection AVerificationResult) |
| cancel a Gift Batch More...
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static bool | PreviewGiftBatch (Int32 ALedgerNumber, Int32 ABatchNumber, out string ResultingTotals) |
| return a string that shows the totals for each Motivation Detail More...
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static bool | MaintainBatches (string action, Int32 ALedgerNumber, Int32 ABatchNumber, string ABatchDescription, DateTime AGlEffectiveDate, string ABankAccountCode, string ABankCostCentre, out TVerificationResultCollection AVerificationResult) |
| this will save and delete a batch More...
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static bool | MaintainRecurringBatches (string action, Int32 ALedgerNumber, Int32 ABatchNumber, string ABatchDescription, string ABankAccountCode, string ABankCostCentre, out TVerificationResultCollection AVerificationResult) |
| this will save and delete a recurring gift batch More...
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static bool | MaintainGifts (string action, Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber, DateTime ADateEntered, Int64 ADonorKey, string AReference, out TVerificationResultCollection AVerificationResult) |
| this will create, save and delete a gift transaction More...
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static bool | MaintainRecurringGifts (string action, Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber, Int64 ADonorKey, string AReference, Int32 ABankingDetailsKey, string ASepaMandateReference, DateTime? ASepaMandateGiven, out TVerificationResultCollection AVerificationResult) |
| this will create, save and delete a recurring gift transaction More...
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static bool | MaintainGiftDetails (string action, Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber, Int32 ADetailNumber, Decimal AGiftTransactionAmount, string AGiftCommentOne, string AMotivationGroupCode, string AMotivationDetailCode, Int64 ARecipientKey, out TVerificationResultCollection AVerificationResult) |
| this will create, save and delete a gift detail More...
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static bool | MaintainRecurringGiftDetails (string action, Int32 ALedgerNumber, Int32 ABatchNumber, Int32 AGiftTransactionNumber, Int32 ADetailNumber, Decimal AGiftAmount, string AGiftCommentOne, string AMotivationGroupCode, string AMotivationDetailCode, Int64 ARecipientKey, DateTime AStartDonations, DateTime? AEndDonations, out TVerificationResultCollection AVerificationResult) |
| this will create, save and delete a recurring gift detail More...
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static DataTable | FindGiftRecipientExWorker (DataTable AGiftDetailsToCheck, int ANotInBatchNumber=-1) |
| Returns a table of gifts with Ex-Worker recipients More...
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static void | LoadGiftDonorRelatedData (GiftBatchTDS AGiftDS, bool ARecurring, Int32 ALedgerNumber, Int32 ABatchNumber, TDBTransaction ATransaction) |
| load the donor names and tax settings and bank accounts for a given batch More...
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static bool | CheckCostCentreLinkForRecipient (Int32 ALedgerNumber, Int64 APartnerKey, out string ACostCentreCode) |
| Check if an entry exists in ValidLedgerNumber for the specified ledger number and partner key More...
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static Int64 | GetRecipientGiftDestination (Int64 APartnerKey, DateTime ? AGiftDate) |
| Get gift destination for recipient More...
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static bool | CheckCostCentreDestinationForRecipient (Int32 ALedgerNumber, Int64 APartnerKey, out string ACostCentreCode, TDataBase ADataBase=null) |
| Check if an entry exists in ValidLedgerNumber for the specified ledger number and partner key More...
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static GiftBatchTDS | LoadAGiftBatchAndRelatedData (Int32 ALedgerNumber, Int32 ABatchNumber, bool AExcludeBatchRow=false) |
| Create GiftBatchTDS with the gift batch to post, and all gift transactions and details, and motivation details More...
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static GiftBatchTDS | LoadAGiftBatchAndRelatedData (Int32 ALedgerNumber, Int32 ABatchNumber, TDBTransaction ATransaction, out bool AChangesToCommit, bool AExcludeBatchRow=false) |
| Create GiftBatchTDS with the gift batch to post, and all gift transactions and details, and motivation details. Public for tests More...
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static GiftBatchTDS | LoadARecurringGiftBatchAndRelatedData (Int32 ALedgerNumber, Int32 ABatchNumber, bool AExcludeBatchRow=false) |
| Create GiftBatchTDS with the gift batch to post, and all gift transactions and details, and motivation details More...
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static decimal | CalculateAdminFee (GiftBatchTDS AMainDS, Int32 ALedgerNumber, string AFeeCode, decimal AGiftAmount, out TVerificationResultCollection AVerificationResult) |
| calculate the admin fee for a given amount. public so that it can be tested by NUnit tests. More...
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static void | AddToFeeTotals (Int32 ALedgerNumber, GiftBatchTDS AMainDS, AGiftDetailRow AGiftDetailRow, string AFeeCode, decimal AFeeAmount, int APostingPeriod) |
| Public for tests More...
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static GiftBatchTDS | PrepareGiftBatchForPosting (Int32 ALedgerNumber, Int32 ABatchNumber, ref TDBTransaction ATransaction, out TVerificationResultCollection AVerifications) |
| Prepares the gift batch for posting. Public for test. More...
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static bool | PostGiftBatch (Int32 ALedgerNumber, Int32 AGiftBatchNumber, out Int32 AGeneratedGlBatchNumber, out TVerificationResultCollection AVerifications, TDataBase ADataBase=null) |
| post a Gift Batch More...
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static bool | PostGiftBatches (Int32 ALedgerNumber, List< Int32 >AGiftBatchNumbers, List< Int32 >AGeneratedGLBatchNumbers, out TVerificationResultCollection AVerifications, TDataBase ADataBase=null) |
| post several gift batches at once More...
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static Int32 | ExportAllGiftBatchData (Int32 ALedgerNumber, Int32 ABatchNumberStart, Int32 ABatchNumberEnd, DateTime? ABatchDateFrom, DateTime? ABatchDateTo, string ADateFormatString, bool ASummary, bool AUseBaseCurrency, DateTime? ADateForSummary, string ANumberFormat, bool ATransactionsOnly, bool AExtraColumns, Int64 ARecipientNumber, Int64 AFieldNumber, bool AIncludeUnposted, out String AExportExcel, out TVerificationResultCollection AMessages) |
| export all the Data of the batches matching the parameters to a String More...
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static Boolean | ExportRecurringGiftBatch (Int32 ALedgerNumber, Int32 ARecurringBatchNumber, DateTime ACollectionDate, out String ASEPAFileContent, out TVerificationResultCollection AMessages) |
| export a recurring gift batch to a SEPA Direct Debit file More...
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static bool | ImportGiftBatches (Hashtable requestParams, String importString, out GiftBatchTDSAGiftDetailTable ANeedRecipientLedgerNumber, out bool AClientRefreshRequired, out TVerificationResultCollection AMessages) |
| Import Gift batch data The data file contents from the client is sent as a string, imported in the database and committed immediately More...
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static bool | ImportGiftTransactions (Hashtable requestParams, String importString, Int32 AGiftBatchNumber, out GiftBatchTDSAGiftDetailTable ANeedRecipientLedgerNumber, out bool AClientRefreshRequired, out TVerificationResultCollection AMessages) |
| Import Gift batch transactions only into an existing batch The data file contents from the client is sent as a string, imported in the database and committed immediately More...
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static DataTable | GetEsrDefaults () |
| Return the ESR defaults table (creating if necessary) for use in importing, or for client side editing. More...
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static Boolean | CommitEsrDefaults (DataTable AEsrDefaults) |
| Commit the ESR defaults table after client side editing. More...
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static bool | VerifyPartnerKey (Int64 APartnerKey) |
| Check if the partner key is valid More...
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static PPartnerTable | LoadPartnerData (long APartnerKey) |
| Load Partner Data More...
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static PPartnerTable | LoadAllPartnerDataForBatch (Int32 ALedgerNumber, Int32 ABatchNumber) |
| Load Partner Data More...
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static PBankingDetailsTable | GetDonorBankingDetails (long APartnerKey, int ABankingDetailsKey=0) |
| Load Donor Banking Details More...
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static PPartnerTaxDeductiblePctTable | LoadPartnerTaxDeductiblePct (long APartnerKey) |
| Load Partner Tax Deductible Pct More...
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static PPartnerTaxDeductiblePctTable | LoadPartnerTaxDeductiblePct (long APartnerKey, DateTime ADateValidFrom) |
| Load the most recent Partner Tax Deductible Pct More...
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static PTaxTable | LoadPartnerPtax (long APartnerKey) |
| Load any Tax record for this partner More...
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static string | IdentifyPartnerCostCentre (Int32 ALedgerNumber, Int64 AFieldNumber) |
| Find the cost centre associated with the partner More...
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static Int64 | GetRecipientFundNumber (Int64 APartnerKey, DateTime? AGiftDate=null) |
| get the recipient ledger partner for a unit or the gift destination for a family More...
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static Boolean | KeyMinistryExists (Int64 APartnerKey, out Boolean AIsActive) |
| Check if Key Ministry exists More...
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static Boolean | KeyMinistryIsActive (Int64 AKeyMinPartnerKey) |
| Check if Key Ministry exists More...
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static PUnitTable | LoadKeyMinistry (Int64 APartnerKey, out Int64 AFieldNumber, bool AActiveOnly=true) |
| Load key Ministry More...
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static bool | InactiveKeyMinistriesFoundInBatch (Int32 ALedgerNumber, Int32 ABatchNumber, out DataTable AInactiveKMsTable, bool ARecurringGift=false) |
| Load Inactive Key Ministries Found In Batch More...
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