public StatementGeneratorRecipientResult GetStatementGeneratorRecipientResult(int groupId, int?personId, Guid?locationGuid, [FromBody] StatementGeneratorOptions options)
{
if (options == null)
{
throw new Exception("StatementGenerationOption options must be specified");
}
if (options.LayoutDefinedValueGuid == null)
{
throw new Exception("LayoutDefinedValueGuid option must be specified");
}
var result = new StatementGeneratorRecipientResult();
result.GroupId = groupId;
result.PersonId = personId;
using (var rockContext = new RockContext())
{
var financialTransactionQry = this.GetFinancialTransactionQuery(options, rockContext, false);
var financialPledgeQry = GetFinancialPledgeQuery(options, rockContext, false);
var personList = new List <Person>();
Person person = null;
if (personId.HasValue)
{
person = new PersonService(rockContext).Queryable().Include(a => a.Aliases).Where(a => a.Id == personId.Value).FirstOrDefault();
personList.Add(person);
}
else
{
// get transactions for all the persons in the specified group that have specified that group as their GivingGroup
GroupMemberService groupMemberService = new GroupMemberService(rockContext);
personList = groupMemberService.GetByGroupId(groupId).Where(a => a.Person.GivingGroupId == groupId).Select(s => s.Person).Include(a => a.Aliases).ToList();
person = personList.FirstOrDefault();
}
if (options.ExcludeOptedOutIndividuals == true && !options.DataViewId.HasValue)
{
int?doNotSendGivingStatementAttributeId = AttributeCache.Get(Rock.StatementGenerator.SystemGuid.Attribute.PERSON_DO_NOT_SEND_GIVING_STATEMENT.AsGuid())?.Id;
if (doNotSendGivingStatementAttributeId.HasValue)
{
var personIds = personList.Select(a => a.Id).ToList();
var optedOutPersonQry = new AttributeValueService(rockContext).Queryable().Where(a => a.AttributeId == doNotSendGivingStatementAttributeId);
if (personIds.Count == 1)
{
int entityPersonId = personIds[0];
optedOutPersonQry = optedOutPersonQry.Where(a => a.EntityId == entityPersonId);
}
else
{
optedOutPersonQry = optedOutPersonQry.Where(a => personIds.Contains(a.EntityId.Value));
}
var optedOutPersonIds = optedOutPersonQry
.Select(a => new
{
PersonId = a.EntityId.Value,
a.Value
}).ToList().Where(a => a.Value.AsBoolean() == true).Select(a => a.PersonId).ToList();
if (optedOutPersonIds.Any())
{
bool givingLeaderOptedOut = personList.Any(a => optedOutPersonIds.Contains(a.Id) && a.GivingLeaderId == a.Id);
var remaingPersonIds = personList.Where(a => !optedOutPersonIds.Contains(a.Id)).ToList();
if (givingLeaderOptedOut || !remaingPersonIds.Any())
{
// If the giving leader opted out, or if there aren't any people in the giving statement that haven't opted out, return NULL and OptedOut = true
result.OptedOut = true;
result.Html = null;
return(result);
}
}
}
}
var personAliasIds = personList.SelectMany(a => a.Aliases.Select(x => x.Id)).ToList();
if (personAliasIds.Count == 1)
{
var personAliasId = personAliasIds[0];
financialTransactionQry = financialTransactionQry.Where(a => a.AuthorizedPersonAliasId.Value == personAliasId);
}
else
{
financialTransactionQry = financialTransactionQry.Where(a => personAliasIds.Contains(a.AuthorizedPersonAliasId.Value));
}
var financialTransactionsList = financialTransactionQry
.Include(a => a.FinancialPaymentDetail)
.Include(a => a.FinancialPaymentDetail.CurrencyTypeValue)
.Include(a => a.TransactionDetails)
.Include(a => a.TransactionDetails.Select(x => x.Account))
.OrderBy(a => a.TransactionDateTime).ToList();
foreach (var financialTransaction in financialTransactionsList)
{
if (options.TransactionAccountIds != null)
{
// remove any Accounts that were not included (in case there was a mix of included and not included accounts in the transaction)
financialTransaction.TransactionDetails = financialTransaction.TransactionDetails.Where(a => options.TransactionAccountIds.Contains(a.AccountId)).ToList();
}
financialTransaction.TransactionDetails = financialTransaction.TransactionDetails.OrderBy(a => a.Account.Order).ThenBy(a => a.Account.Name).ToList();
}
var lavaTemplateValue = DefinedValueCache.Get(options.LayoutDefinedValueGuid.Value);
var lavaTemplateLava = lavaTemplateValue.GetAttributeValue("LavaTemplate");
var lavaTemplateFooterLava = lavaTemplateValue.GetAttributeValue("FooterHtml");
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields(null, null, new Lava.CommonMergeFieldsOptions {
GetLegacyGlobalMergeFields = false, GetDeviceFamily = false, GetOSFamily = false, GetPageContext = false, GetPageParameters = false, GetCampuses = true, GetCurrentPerson = true
});
mergeFields.Add("LavaTemplate", lavaTemplateValue);
mergeFields.Add("PersonList", personList);
mergeFields.Add("StatementStartDate", options.StartDate);
var humanFriendlyEndDate = options.EndDate.HasValue ? options.EndDate.Value.AddDays(-1) : RockDateTime.Now.Date;
mergeFields.Add("StatementEndDate", humanFriendlyEndDate);
var familyTitle = Rock.Data.RockUdfHelper.ufnCrm_GetFamilyTitle(rockContext, personId, groupId, null, false, !options.ExcludeInActiveIndividuals);
mergeFields.Add("Salutation", familyTitle);
Location mailingAddress;
if (locationGuid.HasValue)
{
// get the location that was specified for the recipient
mailingAddress = new LocationService(rockContext).Get(locationGuid.Value);
}
else
{
// for backwards compatibility, get the first address
IQueryable <GroupLocation> groupLocationsQry = GetGroupLocationQuery(rockContext);
mailingAddress = groupLocationsQry.Where(a => a.GroupId == groupId).Select(a => a.Location).FirstOrDefault();
}
mergeFields.Add("MailingAddress", mailingAddress);
if (mailingAddress != null)
{
mergeFields.Add("StreetAddress1", mailingAddress.Street1);
mergeFields.Add("StreetAddress2", mailingAddress.Street2);
mergeFields.Add("City", mailingAddress.City);
mergeFields.Add("State", mailingAddress.State);
mergeFields.Add("PostalCode", mailingAddress.PostalCode);
mergeFields.Add("Country", mailingAddress.Country);
}
else
{
mergeFields.Add("StreetAddress1", string.Empty);
mergeFields.Add("StreetAddress2", string.Empty);
mergeFields.Add("City", string.Empty);
mergeFields.Add("State", string.Empty);
mergeFields.Add("PostalCode", string.Empty);
mergeFields.Add("Country", string.Empty);
}
var transactionDetailListAll = financialTransactionsList.SelectMany(a => a.TransactionDetails).ToList();
if (options.HideRefundedTransactions && transactionDetailListAll.Any(a => a.Amount < 0))
{
var allRefunds = transactionDetailListAll.SelectMany(a => a.Transaction.Refunds).ToList();
foreach (var refund in allRefunds)
{
foreach (var refundedOriginalTransactionDetail in refund.OriginalTransaction.TransactionDetails)
{
// remove the refund's original TransactionDetails from the results
if (transactionDetailListAll.Contains(refundedOriginalTransactionDetail))
{
transactionDetailListAll.Remove(refundedOriginalTransactionDetail);
foreach (var refundDetailId in refund.FinancialTransaction.TransactionDetails.Select(a => a.Id))
{
// remove the refund's transaction from the results
var refundDetail = transactionDetailListAll.FirstOrDefault(a => a.Id == refundDetailId);
if (refundDetail != null)
{
transactionDetailListAll.Remove(refundDetail);
}
}
}
}
}
}
if (options.HideCorrectedTransactions && transactionDetailListAll.Any(a => a.Amount < 0))
{
// Hide transactions that are corrected on the same date. Transactions that have a matching negative dollar amount on the same date and same account will not be shown.
// get a list of dates that have at least one negative transaction
var transactionsByDateList = transactionDetailListAll.GroupBy(a => a.Transaction.TransactionDateTime.Value.Date).Select(a => new
{
Date = a.Key,
TransactionDetails = a.ToList()
})
.Where(a => a.TransactionDetails.Any(x => x.Amount < 0))
.ToList();
foreach (var transactionsByDate in transactionsByDateList)
{
foreach (var negativeTransaction in transactionsByDate.TransactionDetails.Where(a => a.Amount < 0))
{
// find the first transaction that has an amount that matches the negative amount (on the same day and same account)
// and make sure the matching transaction doesn't already have a refund associated with it
var correctedTransactionDetail = transactionsByDate.TransactionDetails
.Where(a => (a.Amount == (-negativeTransaction.Amount) && a.AccountId == negativeTransaction.AccountId) && !a.Transaction.Refunds.Any())
.FirstOrDefault();
if (correctedTransactionDetail != null)
{
// if the transaction was corrected, remove it, and also remove the associated correction (the negative one) transaction
transactionDetailListAll.Remove(correctedTransactionDetail);
transactionDetailListAll.Remove(negativeTransaction);
}
}
}
}
List <FinancialTransactionDetail> transactionDetailListCash = transactionDetailListAll;
List <FinancialTransactionDetail> transactionDetailListNonCash = new List <FinancialTransactionDetail>();
if (options.CurrencyTypeIdsCash != null)
{
// NOTE: if there isn't a FinancialPaymentDetail record, assume it is Cash
transactionDetailListCash = transactionDetailListCash.Where(a =>
(a.Transaction.FinancialPaymentDetailId == null) ||
(a.Transaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue && options.CurrencyTypeIdsCash.Contains(a.Transaction.FinancialPaymentDetail.CurrencyTypeValueId.Value))).ToList();
}
if (options.CurrencyTypeIdsNonCash != null)
{
transactionDetailListNonCash = transactionDetailListAll.Where(a =>
a.Transaction.FinancialPaymentDetailId.HasValue &&
a.Transaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue &&
options.CurrencyTypeIdsNonCash.Contains(a.Transaction.FinancialPaymentDetail.CurrencyTypeValueId.Value)).ToList();
}
// Add Merge Fields for Transactions for custom Statements that might want to organize the output by Transaction instead of TransactionDetail
var transactionListCash = transactionDetailListCash.GroupBy(a => a.Transaction).Select(a => a.Key).ToList();
var transactionListNonCash = transactionDetailListNonCash.GroupBy(a => a.Transaction).Select(a => a.Key).ToList();
mergeFields.Add("Transactions", transactionListCash);
mergeFields.Add("TransactionsNonCash", transactionListNonCash);
// Add the standard TransactionDetails and TransactionDetailsNonCash that the default Rock templates use
mergeFields.Add("TransactionDetails", transactionDetailListCash);
mergeFields.Add("TransactionDetailsNonCash", transactionDetailListNonCash);
mergeFields.Add("TotalContributionAmount", transactionDetailListCash.Sum(a => a.Amount));
mergeFields.Add("TotalContributionCount", transactionDetailListCash.Count());
mergeFields.Add("TotalContributionAmountNonCash", transactionDetailListNonCash.Sum(a => a.Amount));
mergeFields.Add("TotalContributionCountNonCash", transactionDetailListNonCash.Count());
mergeFields.Add("AccountSummary", transactionDetailListCash.GroupBy(t => t.Account.Name).Select(s => new { AccountName = s.Key, Total = s.Sum(a => a.Amount), Order = s.Max(a => a.Account.Order) }).OrderBy(s => s.Order));
mergeFields.Add("AccountSummaryNonCash", transactionDetailListNonCash.GroupBy(t => t.Account.Name).Select(s => new { AccountName = s.Key, Total = s.Sum(a => a.Amount), Order = s.Max(a => a.Account.Order) }).OrderBy(s => s.Order));
if (options.PledgesAccountIds.Any())
{
var pledgeList = financialPledgeQry
.Where(p => p.PersonAliasId.HasValue && personAliasIds.Contains(p.PersonAliasId.Value))
.Include(a => a.Account)
.OrderBy(a => a.Account.Order)
.ThenBy(a => a.Account.PublicName)
.ToList();
var pledgeSummaryByPledgeList = pledgeList
.Select(p => new
{
p.Account,
Pledge = p
})
.ToList();
//// Pledges but organized by Account (in case more than one pledge goes to the same account)
//// NOTE: In the case of multiple pledges to the same account (just in case they accidently or intentionally had multiple pledges to the same account)
//// -- Date Range
//// -- StartDate: Earliest StartDate of all the pledges for that account
//// -- EndDate: Lastest EndDate of all the pledges for that account
//// -- Amount Pledged: Sum of all Pledges to that account
//// -- Amount Given:
//// -- The sum of transaction amounts to that account between
//// -- Start Date: Earliest Start Date of all the pledges to that account
//// -- End Date: Whatever is earlier (Statement End Date or Pledges' End Date)
var pledgeSummaryList = pledgeSummaryByPledgeList.GroupBy(a => a.Account).Select(a => new PledgeSummary
{
Account = a.Key,
PledgeList = a.Select(x => x.Pledge).ToList()
}).ToList();
// add detailed pledge information
if (pledgeSummaryList.Any())
{
int statementPledgeYear = options.StartDate.Value.Year;
List <int> pledgeCurrencyTypeIds = null;
if (options.CurrencyTypeIdsCash != null)
{
pledgeCurrencyTypeIds = options.CurrencyTypeIdsCash;
if (options.PledgesIncludeNonCashGifts && options.CurrencyTypeIdsNonCash != null)
{
pledgeCurrencyTypeIds = options.CurrencyTypeIdsCash.Union(options.CurrencyTypeIdsNonCash).ToList();
}
}
foreach (var pledgeSummary in pledgeSummaryList)
{
DateTime adjustedPledgeEndDate = pledgeSummary.PledgeEndDate.Value.Date;
if (pledgeSummary.PledgeEndDate.Value.Date < DateTime.MaxValue.Date)
{
adjustedPledgeEndDate = pledgeSummary.PledgeEndDate.Value.Date.AddDays(1);
}
if (options.EndDate.HasValue)
{
if (adjustedPledgeEndDate > options.EndDate.Value)
{
adjustedPledgeEndDate = options.EndDate.Value;
}
}
var pledgeFinancialTransactionDetailQry = new FinancialTransactionDetailService(rockContext).Queryable().Where(t =>
t.Transaction.AuthorizedPersonAliasId.HasValue && personAliasIds.Contains(t.Transaction.AuthorizedPersonAliasId.Value) &&
t.Transaction.TransactionDateTime >= pledgeSummary.PledgeStartDate &&
t.Transaction.TransactionDateTime < adjustedPledgeEndDate);
if (options.PledgesIncludeChildAccounts)
{
// If PledgesIncludeChildAccounts = true, we'll include transactions to those child accounts as part of the pledge (but only one level deep)
pledgeFinancialTransactionDetailQry = pledgeFinancialTransactionDetailQry.Where(t =>
t.AccountId == pledgeSummary.AccountId
||
(t.Account.ParentAccountId.HasValue && t.Account.ParentAccountId == pledgeSummary.AccountId)
);
}
else
{
pledgeFinancialTransactionDetailQry = pledgeFinancialTransactionDetailQry.Where(t => t.AccountId == pledgeSummary.AccountId);
}
if (pledgeCurrencyTypeIds != null)
{
pledgeFinancialTransactionDetailQry = pledgeFinancialTransactionDetailQry.Where(t =>
t.Transaction.FinancialPaymentDetailId.HasValue &&
t.Transaction.FinancialPaymentDetail.CurrencyTypeValueId.HasValue && pledgeCurrencyTypeIds.Contains(t.Transaction.FinancialPaymentDetail.CurrencyTypeValueId.Value));
}
pledgeSummary.AmountGiven = pledgeFinancialTransactionDetailQry.Sum(t => ( decimal? )t.Amount) ?? 0;
}
}
// Pledges ( organized by each Account in case an account is used by more than one pledge )
mergeFields.Add("Pledges", pledgeSummaryList);
}
mergeFields.Add("Options", options);
var currentPerson = this.GetPerson();
result.Html = lavaTemplateLava.ResolveMergeFields(mergeFields, currentPerson);
if (!string.IsNullOrEmpty(lavaTemplateFooterLava))
{
result.FooterHtml = lavaTemplateFooterLava.ResolveMergeFields(mergeFields, currentPerson);
}
result.Html = result.Html.Trim();
}
return(result);
}