/// <summary>
/// Publishes the expiring card and cardholder details
/// </summary>
/// <param name="person"></param>
/// <param name="financialPaymentDetail"></param>
/// <param name="financialScheduledTransactions"></param>
public static void Publish(Person person, FinancialPaymentDetail financialPaymentDetail, List <int> financialScheduledTransactions)
{
if (!RockMessageBus.IsRockStarted)
{
// Don't publish events until Rock is all the way started
const string logMessage = "'Credit Card Is Expiring Message' message was not published because Rock is not fully started yet.";
var elapsedSinceProcessStarted = RockDateTime.Now - RockInstanceConfig.ApplicationStartedDateTime;
if (elapsedSinceProcessStarted.TotalSeconds > RockMessageBus.MAX_SECONDS_SINCE_STARTTIME_LOG_ERROR)
{
RockLogger.Log.Error(RockLogDomains.Bus, logMessage);
ExceptionLogService.LogException(new BusException(logMessage));
}
else
{
RockLogger.Log.Debug(RockLogDomains.Bus, logMessage);
}
return;
}
var cardHolder = new CardHolder()
{
CommunicationPreference = (int)person.CommunicationPreference,
Email = person.Email,
FirstName = person.FirstName,
Id = person.Id,
LastName = person.LastName,
MiddleName = person.MiddleName,
NickName = person.NickName
};
var message = new CreditCardIsExpiringMessage
{
AccountNumberMasked = financialPaymentDetail.AccountNumberMasked,
BillingLocation = financialPaymentDetail.BillingLocation?.GetFullStreetAddress(),
CardExpirationDate = financialPaymentDetail.CardExpirationDate,
CreatedDateTime = financialPaymentDetail.CreatedDateTime,
CreditCardTypeValue = financialPaymentDetail.CreditCardTypeValue?.Value,
ExpirationDate = financialPaymentDetail.ExpirationDate,
ExpirationMonth = financialPaymentDetail.ExpirationMonth,
ExpirationYear = financialPaymentDetail.ExpirationYear,
FinancialPersonSavedAccountName = financialPaymentDetail.FinancialPersonSavedAccount?.Name,
Id = financialPaymentDetail.Id,
NameOnCard = financialPaymentDetail.NameOnCard,
Person = cardHolder,
FinancialScheduledTransactions = financialScheduledTransactions
};
_ = RockMessageBus.PublishAsync <ExpiringCardEventQueue, CreditCardIsExpiringMessage>(message);
RockLogger.Log.Debug(RockLogDomains.Bus, "Published 'Credit Card Is Expiring Message' message.");
}
/// <summary>
/// Creates the payment detail.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="person">The person.</param>
/// <param name="billingLocationId">The billing location identifier.</param>
/// <param name="rockContext">The rock context.</param>
/// <returns></returns>
private FinancialPaymentDetail CreatePaymentDetail(PaymentParameters parameters, Person person, int billingLocationId, RockContext rockContext)
{
if (string.IsNullOrWhiteSpace(parameters.AccountNumber))
{
GenerateResponse(HttpStatusCode.BadRequest, "AccountNumber is required");
return(null);
}
if (string.IsNullOrWhiteSpace(parameters.AccountType))
{
GenerateResponse(HttpStatusCode.BadRequest, "AccountType is required");
return(null);
}
var accountType = parameters.AccountType.ToLower();
var allowedTypes = new String[] { "checking", "savings", "credit" };
if (!allowedTypes.Contains(accountType))
{
GenerateResponse(HttpStatusCode.BadRequest, "AccountType must be one of " + string.Join(", ", allowedTypes));
return(null);
}
var maskedAccountNumber = Mask(parameters.AccountNumber);
var nameOnCard = (parameters.FirstName ?? person.FirstName) + " " + (parameters.LastName ?? person.LastName);
var paymentDetail = new FinancialPaymentDetail
{
AccountNumberMasked = maskedAccountNumber,
NameOnCardEncrypted = Rock.Security.Encryption.EncryptString(nameOnCard),
BillingLocationId = billingLocationId
};
if (parameters.AccountType.ToLower() == "credit")
{
paymentDetail.ExpirationMonthEncrypted = Rock.Security.Encryption.EncryptString(parameters.ExpirationMonth.ToString());
paymentDetail.ExpirationYearEncrypted = Rock.Security.Encryption.EncryptString(parameters.ExpirationYear.ToString());
}
new FinancialPaymentDetailService(rockContext).Add(paymentDetail);
rockContext.SaveChanges();
return(paymentDetail);
}
private static FinancialPaymentDetail CreateFinancialPaymentDetail(
int?currencyTypeId,
int?cardTypeId,
DateTime transactionDateTime)
{
var payment = new FinancialPaymentDetail
{
CurrencyTypeValueId = currencyTypeId,
CreditCardTypeValueId = cardTypeId,
Guid = Guid.NewGuid(),
CreatedDateTime = transactionDateTime,
ModifiedDateTime = RockDateTime.Now
};
_paymentService.Add(payment);
_rockContext.SaveChanges(true);
return(payment);
}
/// <summary>
/// Handles the Click event of the btnConfirmationNext control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void btnPayPalConfirmationNext_Click(object sender, EventArgs e)
{
string errorMessage = string.Empty;
var transaction = _payPalExpressGatewayComponent.Charge(_payPalExpressGateway, GetPaymentInfo(), out errorMessage);
if (errorMessage != string.Empty)
{
ShowMessage(NotificationBoxType.Danger, "Payment Processing Error", errorMessage);
return;
}
if (transaction == null)
{
ShowMessage(NotificationBoxType.Danger, "Payment Error", "Invalid Transaction");
return;
}
Person person = GetPerson(GetPaymentInfo(), true);
RockContext rockContext = new RockContext();
SaveTransaction(_payPalExpressGateway, _payPalExpressGatewayComponent, person, GetPaymentInfo(), transaction, rockContext);
FinancialPaymentDetail paymentDetail = transaction.FinancialPaymentDetail.Clone(false);
ShowSuccess(_payPalExpressGatewayComponent, person, GetPaymentInfo(), null, paymentDetail, rockContext);
}
/// <summary>
/// Gets the payment information.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="person">The person.</param>
/// <param name="rockContext">The rock context.</param>
/// <param name="totalAmount">The total amount.</param>
/// <param name="paymentDetail">The payment detail.</param>
/// <returns></returns>
private PaymentInfo GetPaymentInfo( PaymentParameters parameters, Person person, RockContext rockContext, decimal totalAmount, FinancialPaymentDetail paymentDetail )
{
PaymentInfo paymentInfo = null;
if ( parameters.AccountType.ToLower() == "credit" )
{
if ( parameters.ExpirationMonth < 1 || parameters.ExpirationMonth > 12 )
{
GenerateResponse( HttpStatusCode.BadRequest, "ExpirationMonth is required and must be between 1 and 12 for credit transactions" );
}
var currentDate = DateTime.Now;
var maxYear = currentDate.Year + 30;
if ( parameters.ExpirationYear < currentDate.Year || parameters.ExpirationYear > maxYear )
{
GenerateResponse( HttpStatusCode.BadRequest, string.Format( "ExpirationYear is required and must be between {0} and {1} for credit transactions", currentDate.Year, maxYear ) );
}
if ( parameters.ExpirationYear <= currentDate.Year && parameters.ExpirationMonth < currentDate.Month )
{
GenerateResponse( HttpStatusCode.BadRequest, "The ExpirationMonth and ExpirationYear combination must not have already elapsed for credit transactions" );
}
if ( string.IsNullOrWhiteSpace( parameters.Street1 ) ||
string.IsNullOrWhiteSpace( parameters.City ) ||
string.IsNullOrWhiteSpace( parameters.State ) ||
string.IsNullOrWhiteSpace( parameters.PostalCode ) )
{
GenerateResponse( HttpStatusCode.BadRequest, "Street1, City, State, and PostalCode are required for credit transactions" );
}
paymentInfo = new CreditCardPaymentInfo()
{
Number = parameters.AccountNumber,
Code = parameters.CCV ?? string.Empty,
ExpirationDate = new DateTime( parameters.ExpirationYear, parameters.ExpirationMonth, 1 ),
BillingStreet1 = parameters.Street1 ?? string.Empty,
BillingStreet2 = parameters.Street2 ?? string.Empty,
BillingCity = parameters.City ?? string.Empty,
BillingState = parameters.State ?? string.Empty,
BillingPostalCode = parameters.PostalCode ?? string.Empty,
BillingCountry = parameters.Country ?? "USA"
};
}
else
{
if ( string.IsNullOrWhiteSpace( parameters.RoutingNumber ) )
{
GenerateResponse( HttpStatusCode.BadRequest, "RoutingNumber is required for ACH transactions" );
return null;
}
paymentInfo = new ACHPaymentInfo()
{
BankRoutingNumber = parameters.RoutingNumber,
BankAccountNumber = parameters.AccountNumber,
AccountType = parameters.AccountType.ToLower() == "checking" ? BankAccountType.Checking : BankAccountType.Savings
};
}
paymentInfo.Amount = totalAmount;
paymentInfo.FirstName = parameters.FirstName ?? person.FirstName;
paymentInfo.LastName = parameters.LastName ?? person.LastName;
paymentInfo.Email = parameters.Email ?? person.Email;
paymentInfo.Phone = parameters.PhoneNumber ?? string.Empty;
paymentInfo.Street1 = parameters.Street1 ?? string.Empty;
paymentInfo.Street2 = parameters.Street2 ?? string.Empty;
paymentInfo.City = parameters.City ?? string.Empty;
paymentInfo.State = parameters.State ?? string.Empty;
paymentInfo.PostalCode = parameters.PostalCode ?? string.Empty;
paymentInfo.Country = parameters.Country ?? "USA";
if ( paymentInfo.CreditCardTypeValue != null )
{
paymentDetail.CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
}
if ( paymentInfo.CurrencyTypeValue != null )
{
paymentDetail.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
}
return paymentInfo;
}
/// <summary>
/// Creates the saved account.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="paymentDetail">The payment detail.</param>
/// <param name="financialGateway">The financial gateway.</param>
/// <param name="person">The person.</param>
/// <param name="rockContext">The rock context.</param>
/// <returns></returns>
private FinancialPersonSavedAccount CreateSavedAccount( PaymentParameters parameters, FinancialPaymentDetail paymentDetail, FinancialGateway financialGateway, Person person, RockContext rockContext)
{
var lastFour = paymentDetail.AccountNumberMasked.Substring(paymentDetail.AccountNumberMasked.Length - 4);
var name = string.Empty;
if ( parameters.AccountType.ToLower() != "credit" )
{
if ( string.IsNullOrWhiteSpace( parameters.RoutingNumber ) )
{
GenerateResponse( HttpStatusCode.BadRequest, "RoutingNumber is required for ACH transactions" );
return null;
}
if ( string.IsNullOrWhiteSpace( parameters.AccountNumber ) )
{
GenerateResponse( HttpStatusCode.BadRequest, "AccountNumber is required" );
return null;
}
name = "Bank card ***" + lastFour;
var bankAccountService = new FinancialPersonBankAccountService( rockContext );
var accountNumberSecured = FinancialPersonBankAccount.EncodeAccountNumber( parameters.RoutingNumber, parameters.AccountNumber );
var bankAccount = bankAccountService.Queryable().Where( a =>
a.AccountNumberSecured == accountNumberSecured &&
a.PersonAliasId == person.PrimaryAliasId.Value ).FirstOrDefault();
if ( bankAccount == null )
{
bankAccount = new FinancialPersonBankAccount();
bankAccount.PersonAliasId = person.PrimaryAliasId.Value;
bankAccount.AccountNumberMasked = paymentDetail.AccountNumberMasked;
bankAccount.AccountNumberSecured = accountNumberSecured;
bankAccountService.Add( bankAccount );
}
}
else
{
name = "Credit card ***" + lastFour;
}
var savedAccount = new FinancialPersonSavedAccount {
PersonAliasId = person.PrimaryAliasId,
FinancialGatewayId = financialGateway.Id,
Name = name,
FinancialPaymentDetailId = paymentDetail.Id
};
new FinancialPersonSavedAccountService(rockContext).Add( savedAccount );
rockContext.SaveChanges();
return savedAccount;
}
/// <summary>
/// Creates the payment detail.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="person">The person.</param>
/// <param name="billingLocationId">The billing location identifier.</param>
/// <param name="rockContext">The rock context.</param>
/// <returns></returns>
private FinancialPaymentDetail CreatePaymentDetail( PaymentParameters parameters, Person person, int billingLocationId, RockContext rockContext )
{
if ( string.IsNullOrWhiteSpace( parameters.AccountNumber ) )
{
GenerateResponse( HttpStatusCode.BadRequest, "AccountNumber is required" );
return null;
}
if ( string.IsNullOrWhiteSpace( parameters.AccountType ) )
{
GenerateResponse( HttpStatusCode.BadRequest, "AccountType is required" );
return null;
}
var accountType = parameters.AccountType.ToLower();
var allowedTypes = new String[] { "checking", "savings", "credit" };
if (!allowedTypes.Contains(accountType) )
{
GenerateResponse( HttpStatusCode.BadRequest, "AccountType must be one of " + string.Join(", ", allowedTypes) );
return null;
}
var maskedAccountNumber = Mask( parameters.AccountNumber );
var nameOnCard = ( parameters.FirstName ?? person.FirstName ) + " " + ( parameters.LastName ?? person.LastName );
var paymentDetail = new FinancialPaymentDetail
{
AccountNumberMasked = maskedAccountNumber,
NameOnCardEncrypted = Rock.Security.Encryption.EncryptString(nameOnCard),
BillingLocationId = billingLocationId
};
if ( parameters.AccountType.ToLower() == "credit" )
{
paymentDetail.ExpirationMonthEncrypted = Rock.Security.Encryption.EncryptString( parameters.ExpirationMonth.ToString() );
paymentDetail.ExpirationYearEncrypted = Rock.Security.Encryption.EncryptString( parameters.ExpirationYear.ToString() );
}
new FinancialPaymentDetailService( rockContext ).Add( paymentDetail );
rockContext.SaveChanges();
return paymentDetail;
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapContribution( IQueryable<Row> tableData, List<string> selectedColumns = null )
{
var lookupContext = new RockContext();
int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ), lookupContext ).Id;
var currencyTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE ) );
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) ) ).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ) ) ).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ) ) ).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) ) ).Id;
int? currencyTypeNonCash = currencyTypes.DefinedValues.Where( dv => dv.Value.Equals( "Non-Cash" ) ).Select( dv => (int?)dv.Id ).FirstOrDefault();
if ( currencyTypeNonCash == null )
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add( newTenderNonCash );
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE ) ).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION ), lookupContext ).Id;
int sourceTypeWebsite = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE ), lookupContext ).Id;
int sourceTypeKiosk = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK ), lookupContext ).Id;
var refundReasons = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ), lookupContext ).DefinedValues;
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
int? defaultBatchId = null;
if ( ImportedBatches.ContainsKey( 0 ) )
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService( lookupContext ).Queryable().AsNoTracking()
.Where( c => c.ForeignId != null )
.ToDictionary( t => (int)t.ForeignId, t => (int?)t.Id );
// List for batching new contributions
var newTransactions = new List<FinancialTransaction>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying contribution import ({0:N0} found, {1:N0} already exist).", totalRows, importedContributions.Count ) );
foreach ( var row in tableData.Where( r => r != null ) )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? contributionId = row["ContributionID"] as int?;
if ( contributionId != null && !importedContributions.ContainsKey( (int)contributionId ) )
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int? giverAliasId = null;
var personKeys = GetPersonKeys( individualId, householdId );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
string summary = row["Memo"] as string;
if ( summary != null )
{
transaction.Summary = summary;
}
int? batchId = row["BatchID"] as int?;
if ( batchId != null && ImportedBatches.Any( b => b.Key.Equals( batchId ) ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key.Equals( batchId ) ).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
DateTime? receivedDate = row["Received_Date"] as DateTime?;
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
string cardType = row["Card_Type"] as string;
string cardLastFour = row["Last_Four"] as string;
string contributionType = row["Contribution_Type_Name"].ToStringSafe().ToLower();
if ( contributionType != null )
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int? paymentCurrencyTypeId = null, creditCardTypeId = null;
if ( contributionType == "cash" )
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if ( contributionType == "check" )
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if ( contributionType == "ach" )
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if ( contributionType == "credit card" )
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
if ( cardType != null )
{
creditCardTypeId = creditCardTypes.Where( t => t.Value.Equals( cardType ) ).Select( t => (int?)t.Id ).FirstOrDefault();
}
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.AccountNumberMasked = cardLastFour;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row["Check_Number"] as string;
// if the check number is valid, put it in the transaction code
if ( checkNumber.AsType<int?>() != null )
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if ( !string.IsNullOrEmpty( checkNumber ) && checkNumber.StartsWith( "SG" ) )
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
string fundGLAccount = row["Fund_GL_Account"] as string;
string subFundGLAccount = row["Sub_Fund_GL_Account"] as string;
Boolean? isFundActive = row["Fund_Is_active"] as Boolean?;
decimal? statedValue = row["Stated_Value"] as decimal?;
decimal? amount = row["Amount"] as decimal?;
if ( fundName != null & amount != null )
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, fundGLAccount, null, null, isFundActive );
accountList.Add( parentAccount );
}
if ( subFund != null )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isFundActive );
accountList.Add( childAccount );
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if ( amount == 0 && statedValue != null && statedValue != 0 )
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Value.Contains( summary ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add( transaction );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} contributions imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SaveContributions( newTransactions );
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if ( newTransactions.Any() )
{
SaveContributions( newTransactions );
}
ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
}
/// <summary>
/// Uploads the scanned item.
/// </summary>
/// <param name="scannedDocInfo">The scanned document information.</param>
public static void UploadScannedItem(ScannedDocInfo scannedDocInfo)
{
RockRestClient client = EnsureUploadScanRestClient();
// upload image of front of doc (if was successfully scanned)
int?frontImageBinaryFileId = null;
if (scannedDocInfo.FrontImageData != null)
{
string frontImageFileName = string.Format("image1_{0}.png", DateTime.Now.ToString("o").RemoveSpecialCharacters());
frontImageBinaryFileId = client.UploadBinaryFile(frontImageFileName, Rock.Client.SystemGuid.BinaryFiletype.CONTRIBUTION_IMAGE.AsGuid(), scannedDocInfo.FrontImagePngBytes, false);
}
// upload image of back of doc (if it exists)
int?backImageBinaryFileId = null;
if (scannedDocInfo.BackImageData != null)
{
// upload image of back of doc
string backImageFileName = string.Format("image2_{0}.png", DateTime.Now.ToString("o").RemoveSpecialCharacters());
backImageBinaryFileId = client.UploadBinaryFile(backImageFileName, Rock.Client.SystemGuid.BinaryFiletype.CONTRIBUTION_IMAGE.AsGuid(), scannedDocInfo.BackImagePngBytes, false);
}
FinancialPaymentDetail financialPaymentDetail = new FinancialPaymentDetail();
financialPaymentDetail.CurrencyTypeValueId = scannedDocInfo.CurrencyTypeValue.Id;
financialPaymentDetail.Guid = Guid.NewGuid();
var financialPaymentDetailId = client.PostData <FinancialPaymentDetail>("api/FinancialPaymentDetails", financialPaymentDetail).AsIntegerOrNull();
FinancialTransaction financialTransaction = new FinancialTransaction();
financialTransaction.BatchId = batchPage.SelectedFinancialBatch.Id;
financialTransaction.TransactionCode = string.Empty;
financialTransaction.Summary = string.Empty;
financialTransaction.Guid = Guid.NewGuid();
financialTransaction.TransactionDateTime = batchPage.SelectedFinancialBatch.BatchStartDateTime;
financialTransaction.FinancialPaymentDetailId = financialPaymentDetailId;
financialTransaction.SourceTypeValueId = scannedDocInfo.SourceTypeValue.Id;
financialTransaction.TransactionTypeValueId = transactionTypeValueContribution.Id;
var accounts = scannedDocInfo.AccountAmountCaptureList;
if (accounts != null)
{
var accountsWithValues = accounts.Where(a => a.Amount > 0).ToList();
if (accountsWithValues != null && accountsWithValues.Count() > 0)
{
AddFinancialTransactionDetailForEachAccount(accountsWithValues, financialTransaction);
}
}
int?uploadedTransactionId;
if (scannedDocInfo.IsCheck)
{
financialTransaction.TransactionCode = scannedDocInfo.CheckNumber;
financialTransaction.MICRStatus = scannedDocInfo.BadMicr ? MICRStatus.Fail : MICRStatus.Success;
FinancialTransactionScannedCheck financialTransactionScannedCheck = new FinancialTransactionScannedCheck();
// Rock server will encrypt CheckMicrPlainText to this since we can't have the DataEncryptionKey in a RestClient
financialTransactionScannedCheck.FinancialTransaction = financialTransaction;
financialTransactionScannedCheck.ScannedCheckMicrData = scannedDocInfo.ScannedCheckMicrData;
financialTransactionScannedCheck.ScannedCheckMicrParts = scannedDocInfo.ScannedCheckMicrParts;
uploadedTransactionId = client.PostData <FinancialTransactionScannedCheck>("api/FinancialTransactions/PostScanned", financialTransactionScannedCheck).AsIntegerOrNull();
}
else
{
//FinancialTransactionDetail
uploadedTransactionId = client.PostData <FinancialTransaction>("api/FinancialTransactions", financialTransaction as FinancialTransaction).AsIntegerOrNull();
}
// upload FinancialTransactionImage records for front/back
if (frontImageBinaryFileId.HasValue)
{
FinancialTransactionImage financialTransactionImageFront = new FinancialTransactionImage();
financialTransactionImageFront.BinaryFileId = frontImageBinaryFileId.Value;
financialTransactionImageFront.TransactionId = uploadedTransactionId.Value;
financialTransactionImageFront.Order = 0;
financialTransactionImageFront.Guid = Guid.NewGuid();
client.PostData <FinancialTransactionImage>("api/FinancialTransactionImages", financialTransactionImageFront);
}
if (backImageBinaryFileId.HasValue)
{
FinancialTransactionImage financialTransactionImageBack = new FinancialTransactionImage();
financialTransactionImageBack.BinaryFileId = backImageBinaryFileId.Value;
financialTransactionImageBack.TransactionId = uploadedTransactionId.Value;
financialTransactionImageBack.Order = 1;
financialTransactionImageBack.Guid = Guid.NewGuid();
client.PostData <FinancialTransactionImage>("api/FinancialTransactionImages", financialTransactionImageBack);
}
scannedDocInfo.TransactionId = uploadedTransactionId;
financialTransaction.Id = uploadedTransactionId ?? 0;
financialTransaction.CreatedDateTime = financialTransaction.CreatedDateTime ?? DateTime.Now;
batchPage.SelectedFinancialBatch.Transactions.Add(financialTransaction);
var transactionList = batchPage.grdBatchItems.DataContext as BindingList <FinancialTransaction>;
transactionList.Insert(0, financialTransaction);
ItemsUploaded++;
}
public HttpResponseMessage Give([FromBody] GiveParameters giveParameters)
{
var rockContext = new RockContext();
try
{
rockContext.WrapTransaction(() =>
{
int?locationId = null;
FinancialPaymentDetail paymentDetail = null;
PaymentInfo paymentInfo = null;
FinancialPersonSavedAccount savedAccount = null;
bool newSavedAccount = true;
var gatewayComponent = GatewayContainer.GetComponent(gatewayName);
if (gatewayComponent == null)
{
GenerateResponse(HttpStatusCode.InternalServerError, "There was a problem creating the gateway component");
}
var financialGateway = new FinancialGatewayService(rockContext).Queryable().FirstOrDefault(g => g.EntityTypeId == gatewayComponent.EntityType.Id);
if (financialGateway == null)
{
GenerateResponse(HttpStatusCode.InternalServerError, "There was a problem creating the financial gateway");
}
var totalAmount = CalculateTotalAmount(giveParameters, rockContext);
var person = GetExistingPerson(giveParameters.PersonId, rockContext);
if (person == null)
{
// New person
locationId = CreateLocation(giveParameters, rockContext);
person = CreatePerson(giveParameters, locationId.Value, rockContext);
}
else
{
// Existing person
savedAccount = GetExistingSavedAccount(giveParameters, person, rockContext);
if (savedAccount != null)
{
locationId = savedAccount.FinancialPaymentDetail.BillingLocationId;
newSavedAccount = false;
}
}
if (!locationId.HasValue)
{
locationId = CreateLocation(giveParameters, rockContext);
}
if (savedAccount == null)
{
paymentDetail = CreatePaymentDetail(giveParameters, person, locationId.Value, rockContext);
savedAccount = CreateSavedAccount(giveParameters, paymentDetail, financialGateway, person, rockContext);
newSavedAccount = true;
paymentInfo = GetPaymentInfo(giveParameters, person, rockContext, totalAmount.Value, paymentDetail);
}
else
{
paymentDetail = savedAccount.FinancialPaymentDetail;
locationId = paymentDetail.BillingLocationId;
paymentInfo = savedAccount.GetReferencePayment();
UpdatePaymentInfoForSavedAccount(giveParameters, paymentInfo, person, rockContext, locationId.Value, totalAmount.Value);
}
SaveLocationToFamilyIfNone(person, locationId.Value, rockContext);
string errorMessage;
var transaction = gatewayComponent.Charge(financialGateway, paymentInfo, out errorMessage);
if (transaction == null || !string.IsNullOrWhiteSpace(errorMessage))
{
GenerateResponse(HttpStatusCode.InternalServerError, errorMessage ?? "The gateway had a problem and/or did not create a transaction as expected");
}
transaction.FinancialPaymentDetail = null;
transaction.SourceTypeValueId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE)).Id;
transaction.TransactionDateTime = RockDateTime.Now;
transaction.AuthorizedPersonAliasId = person.PrimaryAliasId;
transaction.AuthorizedPersonAlias = person.PrimaryAlias;
transaction.FinancialGatewayId = financialGateway.Id;
transaction.TransactionTypeValueId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION)).Id;
transaction.FinancialPaymentDetailId = paymentDetail.Id;
savedAccount.TransactionCode = transaction.TransactionCode;
foreach (var accountAmount in giveParameters.AmountDetails)
{
transaction.TransactionDetails.Add(new FinancialTransactionDetail()
{
Amount = accountAmount.Amount,
AccountId = accountAmount.TargetAccountId
});
}
new FinancialTransactionService(rockContext).Add(transaction);
rockContext.SaveChanges();
if (newSavedAccount)
{
var newReferenceNumber = gatewayComponent.GetReferenceNumber(transaction, out errorMessage);
savedAccount.ReferenceNumber = newReferenceNumber;
}
rockContext.SaveChanges();
});
}
catch (HttpResponseException exception)
{
return(exception.Response);
}
catch (Exception exception)
{
var response = new HttpResponseMessage(HttpStatusCode.InternalServerError);
response.Content = new StringContent(exception.Message);
return(response);
}
return(new HttpResponseMessage(HttpStatusCode.NoContent));
}
private void ShowSuccess( GatewayComponent gatewayComponent, Person person, PaymentInfo paymentInfo, PaymentSchedule schedule, FinancialPaymentDetail paymentDetail, RockContext rockContext )
{
tdTransactionCodeReceipt.Description = TransactionCode;
tdTransactionCodeReceipt.Visible = !string.IsNullOrWhiteSpace( TransactionCode );
tdScheduleId.Description = ScheduleId;
tdScheduleId.Visible = !string.IsNullOrWhiteSpace( ScheduleId );
tdNameReceipt.Description = paymentInfo.FullName;
tdPhoneReceipt.Description = paymentInfo.Phone;
tdEmailReceipt.Description = paymentInfo.Email;
tdAddressReceipt.Description = string.Format( "{0} {1}, {2} {3}", paymentInfo.Street1, paymentInfo.City, paymentInfo.State, paymentInfo.PostalCode );
rptAccountListReceipt.DataSource = SelectedAccounts.Where( a => a.Amount != 0 );
rptAccountListReceipt.DataBind();
tdTotalReceipt.Description = paymentInfo.Amount.ToString( "C" );
tdPaymentMethodReceipt.Description = paymentInfo.CurrencyTypeValue.Description;
string acctNumber = paymentInfo.MaskedNumber;
if ( string.IsNullOrWhiteSpace( acctNumber ) && paymentDetail != null && !string.IsNullOrWhiteSpace( paymentDetail.AccountNumberMasked ) )
{
acctNumber = paymentDetail.AccountNumberMasked;
}
tdAccountNumberReceipt.Description = acctNumber;
tdAccountNumberReceipt.Visible = !string.IsNullOrWhiteSpace( acctNumber );
tdWhenReceipt.Description = schedule != null ? schedule.ToString() : "Today";
// If there was a transaction code returned and this was not already created from a previous saved account,
// show the option to save the account.
if ( !( paymentInfo is ReferencePaymentInfo ) && !string.IsNullOrWhiteSpace( TransactionCode ) && gatewayComponent.SupportsSavedAccount( paymentInfo.CurrencyTypeValue ) )
{
cbSaveAccount.Visible = true;
pnlSaveAccount.Visible = true;
txtSaveAccount.Visible = true;
// If current person does not have a login, have them create a username and password
phCreateLogin.Visible = !new UserLoginService( rockContext ).GetByPersonId( person.Id ).Any();
}
else
{
pnlSaveAccount.Visible = false;
}
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="csvData">The table data.</param>
private int MapContribution(CSVInstance csvData)
{
var lookupContext = new RockContext();
var currencyTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
var currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
var currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
var currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
var currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
var currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => (int?)dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue
{
Value = "Non-Cash",
Description = "Non-Cash",
DefinedTypeId = currencyTypes.Id
};
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
var sourceTypeOnsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION), lookupContext).Id;
var sourceTypeWebsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE), lookupContext).Id;
var sourceTypeKiosk = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Look for custom attributes in the Contribution file
var allFields = csvData.TableNodes.FirstOrDefault().Children.Select((node, index) => new { node = node, index = index }).ToList();
var customAttributes = allFields
.Where(f => f.index > ContributionCreditCardType)
.ToDictionary(f => f.index, f => f.node.Name);
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.Select(t => (int)t.ForeignId)
.OrderBy(t => t).ToList();
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
var completed = 0;
ReportProgress(0, $"Verifying contribution import ({importedContributions.Count:N0} already exist).");
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
var individualIdKey = row[IndividualID];
var contributionIdKey = row[ContributionID];
var contributionId = contributionIdKey.AsType <int?>();
if (contributionId != null && !importedContributions.Contains((int)contributionId))
{
var transaction = new FinancialTransaction
{
CreatedByPersonAliasId = ImportPersonAliasId,
ModifiedByPersonAliasId = ImportPersonAliasId,
TransactionTypeValueId = TransactionTypeContributionId,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualIdKey);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
else if (AnonymousGiverAliasId != null && AnonymousGiverAliasId > 0)
{
giverAliasId = AnonymousGiverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
var summary = row[Memo] as string;
if (!string.IsNullOrWhiteSpace(summary))
{
transaction.Summary = summary;
}
var batchIdKey = row[ContributionBatchID];
var batchId = batchIdKey.AsType <int?>();
if (batchId != null && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
var receivedDateKey = row[ReceivedDate];
var receivedDate = receivedDateKey.AsType <DateTime?>();
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
var contributionType = row[ContributionTypeName];
var creditCardType = row[ContributionCreditCardType];
if (!string.IsNullOrWhiteSpace(contributionType))
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
if (contributionType.Equals("cash", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if (contributionType.Equals("check", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if (contributionType.Equals("ach", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if (contributionType.Equals("credit card", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
// Determine CC Type
if (!string.IsNullOrWhiteSpace(creditCardType))
{
creditCardTypeId = creditCardTypes.Where(c => c.Value.StartsWith(creditCardType, StringComparison.CurrentCultureIgnoreCase) ||
c.Description.StartsWith(creditCardType, StringComparison.CurrentCultureIgnoreCase))
.Select(c => c.Id).FirstOrDefault();
}
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail
{
CreatedDateTime = receivedDate,
CreatedByPersonAliasId = giverAliasId,
ModifiedDateTime = ImportDateTime,
ModifiedByPersonAliasId = giverAliasId,
CurrencyTypeValueId = paymentCurrencyTypeId,
CreditCardTypeValueId = creditCardTypeId,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
transaction.FinancialPaymentDetail = paymentDetail;
}
var transactionCode = row[CheckNumber] as string;
// if transaction code provided, put it in the transaction code
if (!string.IsNullOrEmpty(transactionCode))
{
transaction.TransactionCode = transactionCode;
// check for SecureGive kiosk transactions
if (transactionCode.StartsWith("SG"))
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
}
var fundName = row[FundName] as string;
var subFund = row[SubFundName] as string;
var fundGLAccount = row[FundGLAccount] as string;
var subFundGLAccount = row[SubFundGLAccount] as string;
var isFundActiveKey = row[FundIsActive];
var isFundActive = isFundActiveKey.AsType <bool?>();
var isSubFundActiveKey = row[SubFundIsActive];
var isSubFundActive = isSubFundActiveKey.AsType <bool?>();
var statedValueKey = row[StatedValue];
var statedValue = statedValueKey.AsType <decimal?>();
var amountKey = row[Amount];
var amount = amountKey.AsType <decimal?>();
if (!string.IsNullOrWhiteSpace(fundName) & amount != null)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName.Truncate(50)));
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundGLAccount, null, null, isFundActive, null, null, null, null, "", "", null);
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.Contains(c.Name) || subFund.Contains(c.ShortCode));
if (campusFund != null)
{
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{fundName} {subFund}";
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund.Truncate(50)) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isSubFundActive, null, null, null, null, "", "", null);
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue != null && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail
{
Amount = (decimal)amount,
CreatedDateTime = receivedDate,
AccountId = transactionAccountId
};
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, $"{completed:N0} contributions imported.");
}
else if (completed % ReportingNumber < 1)
{
SaveContributions(newTransactions);
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if (newTransactions.Any())
{
SaveContributions(newTransactions);
}
ReportProgress(100, $"Finished contribution import: {completed:N0} contributions imported.");
return(completed);
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="csvData">The table data.</param>
private int MapContribution( CSVInstance csvData )
{
var lookupContext = new RockContext();
int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ), lookupContext ).Id;
var currencyTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE ) );
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) ) ).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ) ) ).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ) ) ).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) ) ).Id;
int? currencyTypeNonCash = currencyTypes.DefinedValues.Where( dv => dv.Value.Equals( "Non-Cash" ) ).Select( dv => ( int? )dv.Id ).FirstOrDefault();
if ( currencyTypeNonCash == null )
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add( newTenderNonCash );
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE ) ).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION ), lookupContext ).Id;
int sourceTypeWebsite = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE ), lookupContext ).Id;
int sourceTypeKiosk = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK ), lookupContext ).Id;
var refundReasons = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ), lookupContext ).DefinedValues;
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
int? defaultBatchId = null;
if ( ImportedBatches.ContainsKey( 0 ) )
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService( lookupContext ).Queryable().AsNoTracking()
.Where( c => c.ForeignId != null )
.ToDictionary( t => ( int )t.ForeignId, t => ( int? )t.Id );
// List for batching new contributions
var newTransactions = new List<FinancialTransaction>();
int completed = 0;
ReportProgress( 0, string.Format( "Verifying contribution import ({0:N0} already exist).", importedContributions.Count ) );
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ( (row = csvData.Database.FirstOrDefault()) != null )
{
string individualIdKey = row[IndividualID];
int? individualId = individualIdKey.AsType<int?>();
string contributionIdKey = row[ContributionID];
int? contributionId = contributionIdKey.AsType<int?>();
if ( contributionId != null && !importedContributions.ContainsKey( ( int )contributionId ) )
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int? giverAliasId = null;
var personKeys = GetPersonKeys( individualId );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
else if ( AnonymousGiverAliasId != null && AnonymousGiverAliasId > 0 )
{
giverAliasId = AnonymousGiverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
string summary = row[Memo] as string;
if ( !String.IsNullOrWhiteSpace( summary ) )
{
transaction.Summary = summary;
}
string batchIdKey = row[ContributionBatchID];
int? batchId = batchIdKey.AsType<int?>();
if ( batchId != null && ImportedBatches.Any( b => b.Key.Equals( batchId ) ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key.Equals( batchId ) ).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
string receivedDateKey = row[ReceivedDate];
DateTime? receivedDate = receivedDateKey.AsType<DateTime?>();
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
string contributionType = row[ContributionTypeName].ToStringSafe().ToLower();
if ( !String.IsNullOrWhiteSpace( contributionType ) )
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int? paymentCurrencyTypeId = null, creditCardTypeId = null;
if ( contributionType == "cash" )
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if ( contributionType == "check" )
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if ( contributionType == "ach" )
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if ( contributionType == "credit card" )
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row[CheckNumber] as string;
// if the check number is valid, put it in the transaction code
if ( checkNumber.AsType<int?>() != null )
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if ( !string.IsNullOrEmpty( checkNumber ) && checkNumber.StartsWith( "SG" ) )
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = row[FundName] as string;
string subFund = row[SubFundName] as string;
string fundGLAccount = row[FundGLAccount] as string;
string subFundGLAccount = row[SubFundGLAccount] as string;
string isFundActiveKey = row[FundIsActive];
Boolean? isFundActive = isFundActiveKey.AsType<Boolean?>();
string isSubFundActiveKey = row[SubFundIsActive];
Boolean? isSubFundActive = isSubFundActiveKey.AsType<Boolean?>();
string statedValueKey = row[StatedValue];
decimal? statedValue = statedValueKey.AsType<decimal?>();
string amountKey = row[Amount];
decimal? amount = amountKey.AsType<decimal?>();
if ( !String.IsNullOrWhiteSpace( fundName ) & amount != null )
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName.Truncate( 50 ) ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, fundGLAccount, null, null, isFundActive );
accountList.Add( parentAccount );
}
if ( !String.IsNullOrWhiteSpace( subFund ) )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund.Truncate( 50 ) ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isSubFundActive );
accountList.Add( childAccount );
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if ( amount == 0 && statedValue != null && statedValue != 0 )
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = ( decimal )amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Value.Contains( summary ) )
.Select( dv => ( int? )dv.Id ).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add( transaction );
completed++;
if ( completed % (ReportingNumber * 10) < 1 )
{
ReportProgress( 0, string.Format( "{0:N0} contributions imported.", completed ) );
}
else if ( completed % ReportingNumber < 1 )
{
SaveContributions( newTransactions );
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if ( newTransactions.Any() )
{
SaveContributions( newTransactions );
}
ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
return completed;
}
/// <summary>
/// Gets the payment information.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="person">The person.</param>
/// <param name="rockContext">The rock context.</param>
/// <param name="totalAmount">The total amount.</param>
/// <param name="paymentDetail">The payment detail.</param>
/// <returns></returns>
private PaymentInfo GetPaymentInfo(PaymentParameters parameters, Person person, RockContext rockContext, decimal totalAmount, FinancialPaymentDetail paymentDetail)
{
PaymentInfo paymentInfo = null;
if (parameters.AccountType.ToLower() == "credit")
{
if (parameters.ExpirationMonth < 1 || parameters.ExpirationMonth > 12)
{
GenerateResponse(HttpStatusCode.BadRequest, "ExpirationMonth is required and must be between 1 and 12 for credit transactions");
}
var currentDate = DateTime.Now;
var maxYear = currentDate.Year + 30;
if (parameters.ExpirationYear < currentDate.Year || parameters.ExpirationYear > maxYear)
{
GenerateResponse(HttpStatusCode.BadRequest, string.Format("ExpirationYear is required and must be between {0} and {1} for credit transactions", currentDate.Year, maxYear));
}
if (parameters.ExpirationYear <= currentDate.Year && parameters.ExpirationMonth < currentDate.Month)
{
GenerateResponse(HttpStatusCode.BadRequest, "The ExpirationMonth and ExpirationYear combination must not have already elapsed for credit transactions");
}
if (string.IsNullOrWhiteSpace(parameters.Street1) ||
string.IsNullOrWhiteSpace(parameters.City) ||
string.IsNullOrWhiteSpace(parameters.State) ||
string.IsNullOrWhiteSpace(parameters.PostalCode))
{
GenerateResponse(HttpStatusCode.BadRequest, "Street1, City, State, and PostalCode are required for credit transactions");
}
paymentInfo = new CreditCardPaymentInfo()
{
Number = parameters.AccountNumber,
Code = parameters.CCV ?? string.Empty,
ExpirationDate = new DateTime(parameters.ExpirationYear, parameters.ExpirationMonth, 1),
BillingStreet1 = parameters.Street1 ?? string.Empty,
BillingStreet2 = parameters.Street2 ?? string.Empty,
BillingCity = parameters.City ?? string.Empty,
BillingState = parameters.State ?? string.Empty,
BillingPostalCode = parameters.PostalCode ?? string.Empty,
BillingCountry = parameters.Country ?? "USA"
};
}
else
{
if (string.IsNullOrWhiteSpace(parameters.RoutingNumber))
{
GenerateResponse(HttpStatusCode.BadRequest, "RoutingNumber is required for ACH transactions");
return(null);
}
paymentInfo = new ACHPaymentInfo()
{
BankRoutingNumber = parameters.RoutingNumber,
BankAccountNumber = parameters.AccountNumber,
AccountType = parameters.AccountType.ToLower() == "checking" ? BankAccountType.Checking : BankAccountType.Savings
};
}
paymentInfo.Amount = totalAmount;
paymentInfo.FirstName = parameters.FirstName ?? person.FirstName;
paymentInfo.LastName = parameters.LastName ?? person.LastName;
paymentInfo.Email = parameters.Email ?? person.Email;
paymentInfo.Phone = parameters.PhoneNumber ?? string.Empty;
paymentInfo.Street1 = parameters.Street1 ?? string.Empty;
paymentInfo.Street2 = parameters.Street2 ?? string.Empty;
paymentInfo.City = parameters.City ?? string.Empty;
paymentInfo.State = parameters.State ?? string.Empty;
paymentInfo.PostalCode = parameters.PostalCode ?? string.Empty;
paymentInfo.Country = parameters.Country ?? "USA";
if (paymentInfo.CreditCardTypeValue != null)
{
paymentDetail.CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
}
if (paymentInfo.CurrencyTypeValue != null)
{
paymentDetail.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
}
return(paymentInfo);
}
/// <summary>
/// Creates the saved account.
/// </summary>
/// <param name="parameters">The parameters.</param>
/// <param name="paymentDetail">The payment detail.</param>
/// <param name="financialGateway">The financial gateway.</param>
/// <param name="person">The person.</param>
/// <param name="rockContext">The rock context.</param>
/// <returns></returns>
private FinancialPersonSavedAccount CreateSavedAccount(PaymentParameters parameters, FinancialPaymentDetail paymentDetail, FinancialGateway financialGateway, Person person, RockContext rockContext)
{
var lastFour = paymentDetail.AccountNumberMasked.Substring(paymentDetail.AccountNumberMasked.Length - 4);
var name = string.Empty;
if (parameters.AccountType.ToLower() != "credit")
{
if (string.IsNullOrWhiteSpace(parameters.RoutingNumber))
{
GenerateResponse(HttpStatusCode.BadRequest, "RoutingNumber is required for ACH transactions");
return(null);
}
if (string.IsNullOrWhiteSpace(parameters.AccountNumber))
{
GenerateResponse(HttpStatusCode.BadRequest, "AccountNumber is required");
return(null);
}
name = "Bank card ***" + lastFour;
var bankAccountService = new FinancialPersonBankAccountService(rockContext);
var accountNumberSecured = FinancialPersonBankAccount.EncodeAccountNumber(parameters.RoutingNumber, parameters.AccountNumber);
var bankAccount = bankAccountService.Queryable().Where(a =>
a.AccountNumberSecured == accountNumberSecured &&
a.PersonAliasId == person.PrimaryAliasId.Value).FirstOrDefault();
if (bankAccount == null)
{
bankAccount = new FinancialPersonBankAccount();
bankAccount.PersonAliasId = person.PrimaryAliasId.Value;
bankAccount.AccountNumberMasked = paymentDetail.AccountNumberMasked;
bankAccount.AccountNumberSecured = accountNumberSecured;
bankAccountService.Add(bankAccount);
}
}
else
{
name = "Credit card ***" + lastFour;
}
var savedAccount = new FinancialPersonSavedAccount {
PersonAliasId = person.PrimaryAliasId,
FinancialGatewayId = financialGateway.Id,
Name = name,
FinancialPaymentDetailId = paymentDetail.Id
};
new FinancialPersonSavedAccountService(rockContext).Add(savedAccount);
rockContext.SaveChanges();
return(savedAccount);
}
private void ShowSuccess(GatewayComponent gatewayComponent, Person person, PaymentInfo paymentInfo, PaymentSchedule schedule, FinancialPaymentDetail paymentDetail, RockContext rockContext)
{
tdTransactionCodeReceipt.Description = TransactionCode;
tdTransactionCodeReceipt.Visible = !string.IsNullOrWhiteSpace(TransactionCode);
tdScheduleId.Description = ScheduleId.ToString();
tdScheduleId.Visible = ScheduleId.HasValue;
tdNameReceipt.Description = paymentInfo.FullName;
tdPhoneReceipt.Description = paymentInfo.Phone;
tdEmailReceipt.Description = paymentInfo.Email;
tdAddressReceipt.Description = string.Format("{0} {1}, {2} {3}", paymentInfo.Street1, paymentInfo.City, paymentInfo.State, paymentInfo.PostalCode);
rptAccountListReceipt.DataSource = GetSelectedAccounts().Where(a => a.Amount != 0);
rptAccountListReceipt.DataBind();
tdTotalReceipt.Description = paymentInfo.Amount.ToString("C");
tdPaymentMethodReceipt.Description = paymentInfo.CurrencyTypeValue.Description;
string acctNumber = paymentInfo.MaskedNumber;
if (string.IsNullOrWhiteSpace(acctNumber) && paymentDetail != null && !string.IsNullOrWhiteSpace(paymentDetail.AccountNumberMasked))
{
acctNumber = paymentDetail.AccountNumberMasked;
}
tdAccountNumberReceipt.Description = acctNumber;
tdAccountNumberReceipt.Visible = !string.IsNullOrWhiteSpace(acctNumber);
tdWhenReceipt.Description = schedule != null?schedule.ToString() : "Today";
pnlConfirmation.Visible = false;
pnlSuccess.Visible = true;
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapContribution(IQueryable <Row> tableData, List <string> selectedColumns = null)
{
var lookupContext = new RockContext();
int transactionEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialTransaction").Id;
var transactionTypeContributionId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION), lookupContext).Id;
var currencyTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
int?currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => (int?)dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION), lookupContext).Id;
int sourceTypeWebsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE), lookupContext).Id;
int sourceTypeKiosk = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.ToDictionary(t => (int)t.ForeignId, t => (int?)t.Id);
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying contribution import ({0:N0} found, {1:N0} already exist).", totalRows, importedContributions.Count));
foreach (var row in tableData.Where(r => r != null))
{
int?individualId = row["Individual_ID"] as int?;
int?householdId = row["Household_ID"] as int?;
int?contributionId = row["ContributionID"] as int?;
if (contributionId != null && !importedContributions.ContainsKey((int)contributionId))
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualId, householdId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
string summary = row["Memo"] as string;
if (summary != null)
{
transaction.Summary = summary;
}
int?batchId = row["BatchID"] as int?;
if (batchId != null && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
DateTime?receivedDate = row["Received_Date"] as DateTime?;
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
string cardType = row["Card_Type"] as string;
string cardLastFour = row["Last_Four"] as string;
string contributionType = row["Contribution_Type_Name"].ToStringSafe().ToLower();
if (contributionType != null)
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
if (contributionType == "cash")
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if (contributionType == "check")
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if (contributionType == "ach")
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if (contributionType == "credit card")
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
if (cardType != null)
{
creditCardTypeId = creditCardTypes.Where(t => t.Value.Equals(cardType)).Select(t => (int?)t.Id).FirstOrDefault();
}
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.AccountNumberMasked = cardLastFour;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row["Check_Number"] as string;
// if the check number is valid, put it in the transaction code
if (checkNumber.AsType <int?>() != null)
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if (!string.IsNullOrEmpty(checkNumber) && checkNumber.StartsWith("SG"))
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
string fundGLAccount = row["Fund_GL_Account"] as string;
string subFundGLAccount = row["Sub_Fund_GL_Account"] as string;
Boolean?isFundActive = row["Fund_Is_active"] as Boolean?;
decimal?statedValue = row["Stated_Value"] as decimal?;
decimal?amount = row["Amount"] as decimal?;
if (fundName != null & amount != null)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) && a.CampusId == null);
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundGLAccount, null, null, isFundActive);
accountList.Add(parentAccount);
}
if (subFund != null)
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format("{0} {1}", subFund, fundName);
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isFundActive);
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue != null && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completed++;
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} contributions imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
SaveContributions(newTransactions);
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if (newTransactions.Any())
{
SaveContributions(newTransactions);
}
ReportProgress(100, string.Format("Finished contribution import: {0:N0} contributions imported.", completed));
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="csvData">The table data.</param>
private int MapContribution(CSVInstance csvData)
{
var lookupContext = new RockContext();
int transactionEntityTypeId = EntityTypeCache.Read("Rock.Model.FinancialTransaction").Id;
var transactionTypeContributionId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION), lookupContext).Id;
var currencyTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
int?currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => (int?)dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION), lookupContext).Id;
int sourceTypeWebsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE), lookupContext).Id;
int sourceTypeKiosk = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.ToDictionary(t => (int)t.ForeignId, t => (int?)t.Id);
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
int completed = 0;
ReportProgress(0, string.Format("Verifying contribution import ({0:N0} already exist).", importedContributions.Count));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
string individualIdKey = row[IndividualID];
int? individualId = individualIdKey.AsType <int?>();
string contributionIdKey = row[ContributionID];
int? contributionId = contributionIdKey.AsType <int?>();
if (contributionId != null && !importedContributions.ContainsKey((int)contributionId))
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
string summary = row[Memo] as string;
if (summary != null)
{
transaction.Summary = summary;
}
string batchIdKey = row[ContributionBatchID];
int? batchId = batchIdKey.AsType <int?>();
if (batchId != null && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
string receivedDateKey = row[ReceivedDate];
DateTime?receivedDate = receivedDateKey.AsType <DateTime?>();
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
string contributionType = row[ContributionTypeName].ToStringSafe().ToLower();
if (contributionType != null)
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
if (contributionType == "cash")
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if (contributionType == "check")
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if (contributionType == "ach")
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if (contributionType == "credit card")
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row[CheckNumber] as string;
// if the check number is valid, put it in the transaction code
if (checkNumber.AsType <int?>() != null)
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if (!string.IsNullOrEmpty(checkNumber) && checkNumber.StartsWith("SG"))
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = row[FundName] as string;
string subFund = row[SubFundName] as string;
string fundGLAccount = row[FundGLAccount] as string;
string subFundGLAccount = row[SubFundGLAccount] as string;
string isFundActiveKey = row[FundIsActive];
Boolean?isFundActive = isFundActiveKey.AsType <Boolean?>();
string statedValueKey = row[StatedValue];
decimal?statedValue = statedValueKey.AsType <decimal?>();
string amountKey = row[Amount];
decimal?amount = amountKey.AsType <decimal?>();
if (fundName != null & amount != null)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) && a.CampusId == null);
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundGLAccount, null, null, isFundActive);
accountList.Add(parentAccount);
}
if (!String.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format("{0} {1}", subFund, fundName);
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isFundActive);
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue != null && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} contributions imported.", completed));
}
else if (completed % ReportingNumber < 1)
{
SaveContributions(newTransactions);
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if (newTransactions.Any())
{
SaveContributions(newTransactions);
}
ReportProgress(100, string.Format("Finished contribution import: {0:N0} contributions imported.", completed));
return(completed);
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="totalRows">The total rows.</param>
private void MapContribution(IQueryable <Row> tableData, long totalRows = 0)
{
var lookupContext = new RockContext();
var transactionTypeContributionId = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid(), lookupContext).Id;
var currencyTypes = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
var currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
var currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
var currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
var currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
var currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => ( int? )dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue
{
Value = "Non-Cash",
Description = "Non-Cash",
DefinedTypeId = currencyTypes.Id
};
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
var refundReasons = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.ToDictionary(t => ( int )t.ForeignId, t => ( int? )t.Id);
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
if (totalRows == 0)
{
totalRows = tableData.Count();
}
var completedItems = 0;
var percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, $"Verifying contribution import ({totalRows:N0} found, {importedContributions.Count:N0} already exist).");
foreach (var row in tableData.Where(r => r != null))
{
var individualId = row["Individual_ID"] as int?;
var householdId = row["Household_ID"] as int?;
var contributionId = row["ContributionID"] as int?;
if (contributionId.HasValue && !importedContributions.ContainsKey(( int )contributionId))
{
var transaction = new FinancialTransaction
{
CreatedByPersonAliasId = ImportPersonAliasId,
ModifiedByPersonAliasId = ImportPersonAliasId,
TransactionTypeValueId = transactionTypeContributionId,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualId, householdId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
var summary = row["Memo"] as string;
if (!string.IsNullOrWhiteSpace(summary))
{
transaction.Summary = summary;
}
var batchId = row["BatchID"] as int?;
if (batchId.HasValue && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
var receivedDate = row["Received_Date"] as DateTime?;
if (receivedDate.HasValue)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
var contributionFields = row.Columns.Select(c => c.Name).ToList();
var cardType = contributionFields.Contains("Card_Type") ? row["Card_Type"] as string : string.Empty;
var cardLastFour = contributionFields.Contains("Last_Four") ? row["Last_Four"] as string : string.Empty;
var contributionType = contributionFields.Contains("Contribution_Type_Name") ? row["Contribution_Type_Name"] as string : string.Empty;
if (!string.IsNullOrWhiteSpace(contributionType))
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = TransactionSourceTypeOnsiteId;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
switch (contributionType.ToLower())
{
case "cash":
paymentCurrencyTypeId = currencyTypeCash;
break;
case "check":
paymentCurrencyTypeId = currencyTypeCheck;
break;
case "ach":
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = TransactionSourceTypeWebsiteId;
break;
case "credit card":
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = TransactionSourceTypeWebsiteId;
if (!string.IsNullOrWhiteSpace(cardType))
{
creditCardTypeId = creditCardTypes.Where(t => t.Value.Equals(cardType, StringComparison.OrdinalIgnoreCase))
.Select(t => ( int? )t.Id).FirstOrDefault();
}
break;
default:
paymentCurrencyTypeId = currencyTypeNonCash;
break;
}
var paymentDetail = new FinancialPaymentDetail
{
CreatedDateTime = receivedDate,
CreatedByPersonAliasId = giverAliasId,
ModifiedDateTime = ImportDateTime,
ModifiedByPersonAliasId = giverAliasId,
CurrencyTypeValueId = paymentCurrencyTypeId,
CreditCardTypeValueId = creditCardTypeId,
AccountNumberMasked = cardLastFour,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
transaction.FinancialPaymentDetail = paymentDetail;
}
var checkNumber = row["Check_Number"] as string;
// if the check number is valid, put it in the transaction code
if (checkNumber.AsType <int?>().HasValue)
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if (!string.IsNullOrWhiteSpace(checkNumber) && checkNumber.StartsWith("SG"))
{
transaction.SourceTypeValueId = TransactionSourceTypeKioskId;
}
var fundName = contributionFields.Contains("Fund_Name") ? row["Fund_Name"] as string : string.Empty;
var fundType = contributionFields.Contains("Fund_type") ? row["Fund_type"] as string : string.Empty;
var subFund = contributionFields.Contains("Sub_Fund_Name") ? row["Sub_Fund_Name"] as string : string.Empty;
var fundGLAccount = contributionFields.Contains("Fund_GL_Account") ? row["Fund_GL_Account"] as string : string.Empty;
var subFundGLAccount = contributionFields.Contains("Sub_Fund_GL_Account") ? row["Sub_Fund_GL_Account"] as string : string.Empty;
var isFundActive = contributionFields.Contains("Fund_Is_active") ? row["Fund_Is_active"] as string : null;
var statedValue = row["Stated_Value"] as decimal?;
var amount = row["Amount"] as decimal?;
if (!string.IsNullOrWhiteSpace(fundName) && amount.HasValue)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => !a.CampusId.HasValue && a.Name.Equals(fundName.Truncate(50), StringComparison.OrdinalIgnoreCase));
if (parentAccount == null)
{
int?accountTypeDefinedTypeId = null;
if (!string.IsNullOrWhiteSpace(fundType))
{
accountTypeDefinedTypeId = LoadAccountTypeDefinedValue(lookupContext, fundType);
}
parentAccount = AddFinancialAccount(lookupContext, fundName, $"{fundName} imported {ImportDateTime}", fundGLAccount, null, null, isFundActive.AsBooleanOrNull(), receivedDate, fundName.RemoveSpecialCharacters(), accountTypeValueId: accountTypeDefinedTypeId);
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name, StringComparison.OrdinalIgnoreCase) || subFund.StartsWith(c.ShortCode, StringComparison.OrdinalIgnoreCase));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{subFund} {fundName}";
var childAccount = accountList.FirstOrDefault(c => c.ParentAccountId == parentAccount.Id && c.Name.Equals(subFund.Truncate(50), StringComparison.OrdinalIgnoreCase));
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddFinancialAccount(lookupContext, subFund, $"{subFund} imported {ImportDateTime}", subFundGLAccount, campusFundId, parentAccount.Id, isFundActive.AsBooleanOrNull(), receivedDate, subFund.RemoveSpecialCharacters(), accountTypeValueId: parentAccount.AccountTypeValueId);
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue.HasValue && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail
{
Amount = ( decimal )amount,
CreatedDateTime = receivedDate,
AccountId = transactionAccountId
};
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => ( int? )dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, $"{completedItems:N0} contributions imported ({percentComplete}% complete).");
}
if (completedItems % ReportingNumber < 1)
{
SaveContributions(newTransactions);
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if (newTransactions.Any())
{
SaveContributions(newTransactions);
}
ReportProgress(100, $"Finished contribution import: {completedItems:N0} contributions imported.");
}
public HttpResponseMessage ScheduleGiving([FromBody] ScheduleParameters scheduleParameters)
{
var rockContext = new RockContext();
try
{
rockContext.WrapTransaction(() =>
{
var person = GetExistingPerson(scheduleParameters.PersonId, rockContext);
if (person == null)
{
GenerateResponse(HttpStatusCode.BadRequest, "An existing person is required to schedule giving");
}
var totalAmount = CalculateTotalAmount(scheduleParameters, rockContext);
var paymentSchedule = GetPaymentSchedule(scheduleParameters, person);
var gatewayComponent = GatewayContainer.GetComponent(gatewayName);
if (gatewayComponent == null)
{
GenerateResponse(HttpStatusCode.InternalServerError, "There was a problem creating the gateway component");
}
var financialGateway = new FinancialGatewayService(rockContext).Queryable().FirstOrDefault(g => g.EntityTypeId == gatewayComponent.EntityType.Id);
if (financialGateway == null)
{
GenerateResponse(HttpStatusCode.InternalServerError, "There was a problem creating the financial gateway");
}
var savedAccount = GetExistingSavedAccount(scheduleParameters, person, rockContext);
FinancialPaymentDetail paymentDetail = null;
PaymentInfo paymentInfo = null;
int?locationId = null;
if (savedAccount == null)
{
locationId = CreateLocation(scheduleParameters, rockContext);
paymentDetail = CreatePaymentDetail(scheduleParameters, person, locationId.Value, rockContext);
savedAccount = CreateSavedAccount(scheduleParameters, paymentDetail, financialGateway, person, rockContext);
paymentInfo = GetPaymentInfo(scheduleParameters, person, rockContext, totalAmount.Value, paymentDetail);
}
else
{
paymentDetail = savedAccount.FinancialPaymentDetail;
locationId = paymentDetail.BillingLocationId;
paymentInfo = savedAccount.GetReferencePayment();
UpdatePaymentInfoForSavedAccount(scheduleParameters, paymentInfo, person, rockContext, paymentDetail.BillingLocationId.Value, totalAmount.Value);
}
SaveLocationToFamilyIfNone(person, locationId.Value, rockContext);
string errorMessage;
var schedule = gatewayComponent.AddScheduledPayment(financialGateway, paymentSchedule, paymentInfo, out errorMessage);
if (schedule == null || !string.IsNullOrWhiteSpace(errorMessage))
{
GenerateResponse(HttpStatusCode.InternalServerError, errorMessage ?? "The gateway had a problem and/or did not create a transaction as expected");
}
schedule.TransactionFrequencyValueId = paymentSchedule.TransactionFrequencyValue.Id;
if (person.PrimaryAliasId.HasValue)
{
schedule.AuthorizedPersonAliasId = person.PrimaryAliasId.Value;
}
schedule.FinancialPaymentDetail = paymentDetail;
schedule.FinancialPaymentDetail.CurrencyTypeValueId = paymentInfo.CurrencyTypeValue.Id;
if (paymentInfo.CreditCardTypeValue != null)
{
schedule.FinancialPaymentDetail.CreditCardTypeValueId = paymentInfo.CreditCardTypeValue.Id;
}
foreach (var accountAmount in scheduleParameters.AmountDetails)
{
schedule.ScheduledTransactionDetails.Add(new FinancialScheduledTransactionDetail()
{
Amount = accountAmount.Amount,
AccountId = accountAmount.TargetAccountId
});
}
new FinancialScheduledTransactionService(rockContext).Add(schedule);
rockContext.SaveChanges();
});
}
catch (HttpResponseException exception)
{
return(exception.Response);
}
catch (Exception exception)
{
var response = new HttpResponseMessage(HttpStatusCode.InternalServerError);
response.Content = new StringContent(exception.Message);
return(response);
}
return(new HttpResponseMessage(HttpStatusCode.NoContent));
}
