/// <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 transactionTypeEventRegistrationId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION), lookupContext).Id;
int currencyTypeACH = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH), lookupContext).Id;
int currencyTypeCash = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH), lookupContext).Id;
int currencyTypeCheck = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK), lookupContext).Id;
int currencyTypeCreditCard = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
List <FinancialPledge> pledgeList = new FinancialPledgeService(lookupContext).Queryable().ToList();
List <FinancialAccount> accountList = new FinancialAccountService(lookupContext).Queryable().ToList();
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable()
.Select(t => new { ContributionId = t.ForeignId, TransactionId = t.Id })
.ToDictionary(t => t.ContributionId.AsType <int?>(), t => (int?)t.TransactionId);
var householdAVList = new AttributeValueService(lookupContext).Queryable().Where(av => av.AttributeId == HouseholdAttributeId).ToList();
// 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)
{
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(contributionId))
{
var transaction = new FinancialTransaction();
string fundName = row["Fund_Name"] as string;
//Crossroads - Anything under a fund name that starts with Receipt - is an Event Registration.
if (fundName.StartsWith("Receipt -"))
{
transaction.TransactionTypeValueId = transactionTypeEventRegistrationId;
}
else
{
transaction.TransactionTypeValueId = transactionTypeContributionId;
}
int?associatedPersonId;
if (individualId != null)
{
associatedPersonId = GetPersonAliasId(individualId, householdId);
} //will get the exact person if Individual Id is not null.
else
{
associatedPersonId = GetPersonId(householdAVList, householdId);
} //Will attempt to get the Head first, then Spouse, then Child. Will exclude Other and Visitor
if (associatedPersonId != null)
{
transaction.AuthorizedPersonAliasId = associatedPersonId;
transaction.CreatedByPersonAliasId = ImportPersonAlias.Id;
transaction.ProcessedByPersonAliasId = associatedPersonId;
transaction.ForeignId = contributionId.ToString();
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 == batchId))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key == batchId).Value;
}
DateTime?receivedDate = row["Received_Date"] as DateTime?;
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
}
bool isTypeNonCash = false;
string contributionType = row["Contribution_Type_Name"].ToString().ToLower();
if (contributionType != null)
{
if (contributionType == "ach")
{
transaction.CurrencyTypeValueId = currencyTypeACH;
}
else if (contributionType == "cash")
{
transaction.CurrencyTypeValueId = currencyTypeCash;
}
else if (contributionType == "check")
{
transaction.CurrencyTypeValueId = currencyTypeCheck;
}
else if (contributionType == "credit card")
{
transaction.CurrencyTypeValueId = currencyTypeCreditCard;
}
else
{
isTypeNonCash = true;
}
}
string checkNumber = row["Check_Number"] as string;
if (checkNumber != null && checkNumber.AsType <int?>() != null)
{
// routing & account set to zero
transaction.CheckMicrEncrypted = Encryption.EncryptString(string.Format("{0}_{1}_{2}", 0, 0, checkNumber));
}
decimal?amount = row["Amount"] as decimal?;
if (fundName != null & amount != null)
{
FinancialAccount matchingAccount = null;
int? parentAccountId = null;
string parentAccountName = String.Empty;
int? fundCampusId = null;
fundName = fundName.Trim();
string subFund = row["Sub_Fund_Name"] as string;
if (subFund != null)
{
subFund = subFund.Trim();
// Check if subfund was used to mark a multi-site campus
fundCampusId = CampusList.Where(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode))
.Select(c => (int?)c.Id).FirstOrDefault();
// Matched a campus, check to see if an account exists for that campus already
if (fundCampusId != null)
{
matchingAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) &&
a.CampusId != null && a.CampusId.Equals(fundCampusId));
}
else
{
// No campus match, look for an account that matches parent name and subfund name
matchingAccount = accountList.FirstOrDefault(a => a.ParentAccountId != null && a.ParentAccount.Name.Equals(fundName) && a.Name.Equals(subFund));
if (matchingAccount == null)
{
// Check if a parent account exists already
FinancialAccount parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName));
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundCampusId);
accountList.Add(parentAccount);
}
// set data for subfund to be created
parentAccountId = parentAccount.Id;
fundName = subFund;
parentAccountName = parentAccount.Name;
}
}
}
else
{
matchingAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) && a.CampusId == null);
}
if (matchingAccount == null)
{
// No account matches, create the new account with campus Id and parent Id if they were set
matchingAccount = AddAccount(lookupContext, fundName, fundCampusId, parentAccountName, parentAccountId);
accountList.Add(matchingAccount);
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = matchingAccount.Id;
transactionDetail.IsNonCash = isTypeNonCash;
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
var transactionRefund = new FinancialTransactionRefund();
transactionRefund.CreatedDateTime = receivedDate;
transactionRefund.RefundReasonSummary = summary;
transactionRefund.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.Refund = transactionRefund;
}
}
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));
}
