/// <summary>
/// Gets the financial pledge query.
/// </summary>
/// <param name="options">The options.</param>
/// <param name="rockContext">The rock context.</param>
/// <param name="usePersonFilters">if set to <c>true</c> [use person filters].</param>
/// <returns></returns>
private IQueryable <FinancialPledge> GetFinancialPledgeQuery(StatementGeneratorOptions options, RockContext rockContext, bool usePersonFilters)
{
// pledge information
var pledgeQry = new FinancialPledgeService(rockContext).Queryable();
// only include pledges that started *before* the enddate of the statement ( we don't want pledges that start AFTER the statement end date )
if (options.EndDate.HasValue)
{
pledgeQry = pledgeQry.Where(p => p.StartDate <= options.EndDate.Value);
}
// also only include pledges that ended *after* the statement start date ( we don't want pledges that ended BEFORE the statement start date )
pledgeQry = pledgeQry.Where(p => p.EndDate >= options.StartDate.Value);
// Filter to specified AccountIds (if specified)
if (options.PledgesAccountIds == null || !options.PledgesAccountIds.Any())
{
// if no PledgeAccountIds where specified, don't include any pledges
pledgeQry = pledgeQry.Where(a => false);
}
else
{
// NOTE: Only get the Pledges that were specifically pledged to the selected accounts
// If the PledgesIncludeChildAccounts = true, we'll include transactions to those child accounts as part of the pledge (but only one level deep)
var selectedAccountIds = options.PledgesAccountIds;
pledgeQry = pledgeQry.Where(a => a.AccountId.HasValue && selectedAccountIds.Contains(a.AccountId.Value));
}
if (usePersonFilters)
{
if (options.PersonId.HasValue)
{
// If PersonId is specified, then this statement is for a specific person, so don't do any other filtering
string personGivingId = new PersonService(rockContext).Queryable().Where(a => a.Id == options.PersonId.Value).Select(a => a.GivingId).FirstOrDefault();
if (personGivingId != null)
{
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.GivingId == personGivingId);
}
else
{
// shouldn't happen, but just in case person doesn't exist
pledgeQry = pledgeQry.Where(a => false);
}
}
else
{
// unless we are using a DataView for filtering, filter based on the IncludeBusiness and ExcludeInActiveIndividuals options
if (!options.DataViewId.HasValue)
{
if (!options.IncludeBusinesses)
{
int recordTypeValueIdPerson = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON.AsGuid()).Id;
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.RecordTypeValueId == recordTypeValueIdPerson);
}
if (options.ExcludeInActiveIndividuals)
{
int recordStatusValueIdActive = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE.AsGuid()).Id;
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.RecordStatusValueId == recordStatusValueIdActive);
}
// Only include Non-Deceased People even if we are including inactive individuals
pledgeQry = pledgeQry.Where(a => a.PersonAlias.Person.IsDeceased == false);
}
}
}
return(pledgeQry);
}