Example #1
0
        /// <summary>
        /// Maps the RLC data to rooms, locations & classes
        /// </summary>
        /// <param name="tableData">The table data.</param>
        /// <returns></returns>
        private void MapRLC( IQueryable<Row> tableData )
        {
            int locationEntityTypeId = EntityTypeCache.Read( "Rock.Model.Location" ).Id;
            int groupEntityTypeId = EntityTypeCache.Read( "Rock.Model.Group" ).Id;
            var attributeService = new AttributeService();

            // Add an Attribute for the unique F1 RLC Id
            var rlcAttributeId = attributeService.Queryable().Where( a => a.EntityTypeId == locationEntityTypeId
                && a.Key == "F1RLCId" ).Select( a => a.Id ).FirstOrDefault();
            if ( rlcAttributeId == 0 )
            {
                var newRLCAttribute = new Rock.Model.Attribute();
                newRLCAttribute.Key = "F1RLCId";
                newRLCAttribute.Name = "F1 RLC Id";
                newRLCAttribute.FieldTypeId = IntegerFieldTypeId;
                newRLCAttribute.EntityTypeId = locationEntityTypeId;
                newRLCAttribute.EntityTypeQualifierValue = string.Empty;
                newRLCAttribute.EntityTypeQualifierColumn = string.Empty;
                newRLCAttribute.Description = "The FellowshipOne identifier for the RLC (Room/Location/Class) that was imported";
                newRLCAttribute.DefaultValue = string.Empty;
                newRLCAttribute.IsMultiValue = false;
                newRLCAttribute.IsRequired = false;
                newRLCAttribute.Order = 0;

                attributeService.Add( newRLCAttribute, ImportPersonAlias );
                attributeService.Save( newRLCAttribute, ImportPersonAlias );
                rlcAttributeId = newRLCAttribute.Id;
            }

            // Add an Attribute for the unique F1 Activity Id
            var activityAttributeId = attributeService.Queryable().Where( a => a.EntityTypeId == locationEntityTypeId
                && a.Key == "F1ActivityId" ).Select( a => a.Id ).FirstOrDefault();
            if ( rlcAttributeId == 0 )
            {
                var newActivityAttribute = new Rock.Model.Attribute();
                newActivityAttribute.Key = "F1ActivityId";
                newActivityAttribute.Name = "F1 Activity Id";
                newActivityAttribute.FieldTypeId = IntegerFieldTypeId;
                newActivityAttribute.EntityTypeId = locationEntityTypeId;
                newActivityAttribute.EntityTypeQualifierValue = string.Empty;
                newActivityAttribute.EntityTypeQualifierColumn = string.Empty;
                newActivityAttribute.Description = "The FellowshipOne identifier for the activity that was imported";
                newActivityAttribute.DefaultValue = string.Empty;
                newActivityAttribute.IsMultiValue = false;
                newActivityAttribute.IsRequired = false;
                newActivityAttribute.Order = 0;

                attributeService.Add( newActivityAttribute, ImportPersonAlias );
                attributeService.Save( newActivityAttribute, ImportPersonAlias );
                activityAttributeId = newActivityAttribute.Id;
            }

            var rlcAttribute = AttributeCache.Read( rlcAttributeId );
            var activityAttribute = AttributeCache.Read( activityAttributeId );

            // Get any previously imported RLCs
            var importedRLC = new AttributeValueService().GetByAttributeId( rlcAttributeId )
                .Select( av => new { RLCId = av.Value.AsType<int?>(), LocationId = av.EntityId } )
                .ToDictionary( t => t.RLCId, t => t.LocationId );

            ImportedActivities = new AttributeValueService().GetByAttributeId( activityAttributeId )
                .Select( av => new { ActivityId = av.Value.AsType<int?>(), GroupId = av.EntityId } )
                .ToDictionary( t => t.ActivityId, t => t.GroupId );

            foreach ( var row in tableData )
            {
                int? rlcId = row["RLC_ID"] as int?;
                if ( rlcId != null && !importedRLC.ContainsKey( rlcId ) )
                {
                    // Activity_ID
                    // RLC_Name
                    // Activity_Group_ID
                    // Start_Age_Date
                    // End_Age_Date
                    // Is_Active
                    // Room_Code
                    // Room_Desc
                    // Room_Name
                    // Max_Capacity
                    // Building_Name
                }
            }
        }
Example #2
0
        /// <summary>
        /// Maps the activity ministry.
        /// </summary>
        /// <param name="tableData">The table data.</param>
        /// <returns></returns>
        private void MapActivityMinistry( IQueryable<Row> tableData )
        {
            int groupEntityTypeId = EntityTypeCache.Read( "Rock.Model.Group" ).Id;
            var attributeService = new AttributeService();

            // Add an Attribute for the unique F1 Ministry Id
            var ministryAttributeId = attributeService.Queryable().Where( a => a.EntityTypeId == groupEntityTypeId
                && a.Key == "F1MinistryId" ).Select( a => a.Id ).FirstOrDefault();
            if ( ministryAttributeId == 0 )
            {
                var newMinistryAttribute = new Rock.Model.Attribute();
                newMinistryAttribute.Key = "F1MinistryId";
                newMinistryAttribute.Name = "F1 Ministry Id";
                newMinistryAttribute.FieldTypeId = IntegerFieldTypeId;
                newMinistryAttribute.EntityTypeId = groupEntityTypeId;
                newMinistryAttribute.EntityTypeQualifierValue = string.Empty;
                newMinistryAttribute.EntityTypeQualifierColumn = string.Empty;
                newMinistryAttribute.Description = "The FellowshipOne identifier for the ministry that was imported";
                newMinistryAttribute.DefaultValue = string.Empty;
                newMinistryAttribute.IsMultiValue = false;
                newMinistryAttribute.IsRequired = false;
                newMinistryAttribute.Order = 0;

                attributeService.Add( newMinistryAttribute, ImportPersonAlias );
                attributeService.Save( newMinistryAttribute, ImportPersonAlias );
                ministryAttributeId = newMinistryAttribute.Id;
            }

            // Get previously imported Ministries
            var importedMinistries = new AttributeValueService().GetByAttributeId( ministryAttributeId )
                .Select( av => new { RLCId = av.Value.AsType<int?>(), LocationId = av.EntityId } )
                .ToDictionary( t => t.RLCId, t => t.LocationId );

            foreach ( var row in tableData )
            {
                int? ministryId = row["Ministry_ID"] as int?;
                if ( ministryId != null && !importedMinistries.ContainsKey( ministryId ) )
                {
                    // Activity_ID
                    // Ministry_Name
                    // Activity_Name
                    // Ministry_Active
                    // Activity_Active
                }
            }
        }
Example #3
0
        /// <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 )
        {
            int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
            var accountService = new FinancialAccountService();
            var attributeService = new AttributeService();

            var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ) ).Id;

            int currencyTypeACH = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) ).Id;
            int currencyTypeCash = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ) ).Id;
            int currencyTypeCheck = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ) ).Id;
            int currencyTypeCreditCard = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) ).Id;

            List<DefinedValue> refundReasons = new DefinedValueService().Queryable().Where( dv => dv.DefinedType.Guid == new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ) ).ToList();

            List<FinancialPledge> pledgeList = new FinancialPledgeService().Queryable().ToList();

            List<FinancialAccount> accountList = accountService.Queryable().ToList();

            // Add an Attribute for the unique F1 Contribution Id
            int contributionAttributeId = attributeService.Queryable().Where( a => a.EntityTypeId == transactionEntityTypeId
                && a.Key == "F1ContributionId" ).Select( a => a.Id ).FirstOrDefault();
            if ( contributionAttributeId == 0 )
            {
                var newContributionAttribute = new Rock.Model.Attribute();
                newContributionAttribute.Key = "F1ContributionId";
                newContributionAttribute.Name = "F1 Contribution Id";
                newContributionAttribute.FieldTypeId = IntegerFieldTypeId;
                newContributionAttribute.EntityTypeId = transactionEntityTypeId;
                newContributionAttribute.EntityTypeQualifierValue = string.Empty;
                newContributionAttribute.EntityTypeQualifierColumn = string.Empty;
                newContributionAttribute.Description = "The FellowshipOne identifier for the contribution that was imported";
                newContributionAttribute.DefaultValue = string.Empty;
                newContributionAttribute.IsMultiValue = false;
                newContributionAttribute.IsRequired = false;
                newContributionAttribute.Order = 0;

                attributeService.Add( newContributionAttribute, ImportPersonAlias );
                attributeService.Save( newContributionAttribute, ImportPersonAlias );
                contributionAttributeId = newContributionAttribute.Id;
            }

            var contributionAttribute = AttributeCache.Read( contributionAttributeId );

            // Get all imported contributions
            var importedContributions = new AttributeValueService().GetByAttributeId( contributionAttributeId )
               .Select( av => new { ContributionId = av.Value.AsType<int?>(), TransactionId = av.EntityId } )
               .ToDictionary( t => t.ContributionId, t => t.TransactionId );

            // 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( "Checking 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();
                    transaction.TransactionTypeValueId = transactionTypeContributionId;
                    transaction.AuthorizedPersonId = GetPersonId( individualId, householdId );
                    transaction.CreatedByPersonAliasId = ImportPersonAlias.Id;
                    transaction.AuthorizedPersonId = GetPersonId( individualId, householdId );

                    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"] as string;
                    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 ) );
                    }

                    string fundName = row["Fund_Name"] as string;
                    string subFund = row["Sub_Fund_Name"] as string;
                    decimal? amount = row["Amount"] as decimal?;
                    if ( fundName != null & amount != null )
                    {
                        FinancialAccount matchingAccount = null;
                        fundName = fundName.Trim();

                        int? fundCampusId = null;
                        if ( subFund != null )
                        {
                            subFund = subFund.Trim();
                            fundCampusId = CampusList.Where( c => c.Name.StartsWith( subFund ) || c.ShortCode == subFund )
                                .Select( c => (int?)c.Id ).FirstOrDefault();

                            if ( fundCampusId != null )
                            {
                                matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName )
                                    && a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
                            }
                            else
                            {
                                matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.Name.StartsWith( subFund ) );
                            }
                        }
                        else
                        {
                            matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.CampusId == null );
                        }

                        if ( matchingAccount == null )
                        {
                            matchingAccount = new FinancialAccount();
                            matchingAccount.Name = fundName;
                            matchingAccount.PublicName = fundName;
                            matchingAccount.IsTaxDeductible = true;
                            matchingAccount.IsActive = true;
                            matchingAccount.CampusId = fundCampusId;
                            matchingAccount.CreatedByPersonAliasId = ImportPersonAlias.Id;

                            accountService.Add( matchingAccount );
                            accountService.Save( matchingAccount );
                            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.Name.Contains( summary ) )
                                .Select( dv => (int?)dv.Id ).FirstOrDefault();
                            transaction.Refund = transactionRefund;
                        }
                    }

                    // Other Attributes to create:
                    // Pledge_Drive_Name
                    // Stated_Value
                    // True_Value
                    // Liquidation_cost

                    transaction.Attributes = new Dictionary<string, AttributeCache>();
                    transaction.AttributeValues = new Dictionary<string, List<AttributeValue>>();
                    transaction.Attributes.Add( contributionAttribute.Key, contributionAttribute );
                    transaction.AttributeValues.Add( contributionAttribute.Key, new List<AttributeValue>() );
                    transaction.AttributeValues[contributionAttribute.Key].Add( new AttributeValue()
                    {
                        AttributeId = contributionAttribute.Id,
                        Value = contributionId.ToString(),
                        Order = 0
                    } );

                    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 )
                    {
                        RockTransactionScope.WrapTransaction( () =>
                        {
                            var transactionService = new FinancialTransactionService();
                            transactionService.RockContext.FinancialTransactions.AddRange( newTransactions );
                            transactionService.RockContext.SaveChanges();

                            var attributeValueService = new AttributeValueService();
                            foreach ( var contribution in newTransactions.Where( c => c.Attributes.Any() ) )
                            {
                                var attributeValue = contribution.AttributeValues[contributionAttribute.Key].FirstOrDefault();
                                if ( attributeValue != null )
                                {
                                    attributeValue.EntityId = contribution.Id;
                                    attributeValueService.RockContext.AttributeValues.Add( attributeValue );
                                }
                            }

                            attributeValueService.RockContext.SaveChanges();
                        } );

                        newTransactions.Clear();
                        ReportPartialProgress();
                    }
                }
            }

            if ( newTransactions.Any() )
            {
                RockTransactionScope.WrapTransaction( () =>
                {
                    var transactionService = new FinancialTransactionService();
                    transactionService.RockContext.FinancialTransactions.AddRange( newTransactions );
                    transactionService.RockContext.SaveChanges();

                    var attributeValueService = new AttributeValueService();
                    foreach ( var contribution in newTransactions.Where( c => c.Attributes.Any() ) )
                    {
                        var attributeValue = contribution.AttributeValues[contributionAttribute.Key].FirstOrDefault();
                        if ( attributeValue != null )
                        {
                            attributeValue.EntityId = contribution.Id;
                            attributeValueService.RockContext.AttributeValues.Add( attributeValue );
                        }
                    }

                    attributeValueService.RockContext.SaveChanges();
                } );
            }

            ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
        }