/// <summary>
/// Loads the individual data.
/// </summary>
/// <param name="csvData">The CSV data.</param>
private int LoadIndividuals(CsvDataModel csvData)
{
var lookupContext = new RockContext();
var groupTypeRoleService = new GroupTypeRoleService(lookupContext);
var groupMemberService = new GroupMemberService(lookupContext);
// Marital statuses: Married, Single, Separated, etc
var maritalStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_MARITAL_STATUS), lookupContext).DefinedValues;
// Connection statuses: Member, Visitor, Attendee, etc
var connectionStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_CONNECTION_STATUS), lookupContext).DefinedValues;
int memberConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_MEMBER)).Id;
int visitorConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_VISITOR)).Id;
int attendeeConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_ATTENDEE)).Id;
// Suffix type: Dr., Jr., II, etc
var suffixTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_SUFFIX), lookupContext).DefinedValues;
// Title type: Mr., Mrs. Dr., etc
var titleTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_TITLE), lookupContext).DefinedValues;
// Record statuses: Active, Inactive, Pending
int?recordStatusActiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE), lookupContext).Id;
int?recordStatusInactiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE), lookupContext).Id;
int?recordStatusPendingId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_PENDING), lookupContext).Id;
// Deceased record status reason (others available: No Activity, Moved, etc)
var recordStatusDeceasedId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_REASON_DECEASED)).Id;
// Record type: Person
int?personRecordTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON), lookupContext).Id;
// Group roles: Owner, Adult, Child, others
GroupTypeRole ownerRole = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_OWNER));
int adultRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT)).Id;
int childRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_CHILD)).Id;
// Phone types: Home, Work, Mobile
var numberTypeValues = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE), lookupContext).DefinedValues;
// Timeline note type id
var noteTimelineTypeId = new NoteTypeService(lookupContext).Get(new Guid("7E53487C-D650-4D85-97E2-350EB8332763")).Id;
// School defined type
var schoolDefinedType = DefinedTypeCache.Read(new Guid("576FF1E2-6225-4565-A16D-230E26167A3D"));
// Look up additional Person attributes (existing)
var personAttributes = new AttributeService(lookupContext).GetByEntityTypeId(PersonEntityTypeId).ToList();
// Core attributes: PreviousChurch, Position, Employer, School, etc
var previousChurchAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "PreviousChurch"));
var employerAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Employer"));
var positionAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Position"));
var firstVisitAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "FirstVisit"));
var schoolAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "School"));
var membershipDateAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "MembershipDate"));
var baptismDateAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "BaptismDate"));
var facebookAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Facebook"));
var twitterAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Twitter"));
var instagramAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Instagram"));
// Text field type id
int textFieldTypeId = FieldTypeCache.Read(new Guid(Rock.SystemGuid.FieldType.TEXT), lookupContext).Id;
// Attribute entity type id
int attributeEntityTypeId = EntityTypeCache.Read("Rock.Model.Attribute").Id;
// Visit info category
var visitInfoCategory = new CategoryService(lookupContext).GetByEntityTypeId(attributeEntityTypeId)
.Where(c => c.Name == "Visit Information").FirstOrDefault();
// Add a Secondary Email attribute if it doesn't exist
var secondaryEmail = personAttributes.FirstOrDefault(a => a.Key == "SecondaryEmail");
if (secondaryEmail == null)
{
secondaryEmail = new Rock.Model.Attribute();
secondaryEmail.Key = "SecondaryEmail";
secondaryEmail.Name = "Secondary Email";
secondaryEmail.FieldTypeId = textFieldTypeId;
secondaryEmail.EntityTypeId = PersonEntityTypeId;
secondaryEmail.EntityTypeQualifierValue = string.Empty;
secondaryEmail.EntityTypeQualifierColumn = string.Empty;
secondaryEmail.Description = "The secondary email for this person";
secondaryEmail.DefaultValue = string.Empty;
secondaryEmail.IsMultiValue = false;
secondaryEmail.IsRequired = false;
secondaryEmail.Order = 0;
lookupContext.Attributes.Add(secondaryEmail);
secondaryEmail.Categories.Add(visitInfoCategory);
lookupContext.SaveChanges(true);
}
var secondaryEmailAttribute = AttributeCache.Read(secondaryEmail.Id, lookupContext);
// Add a former name attribute
var formerName = personAttributes.FirstOrDefault(a => a.Key == "FormerName");
if (formerName == null)
{
formerName = new Rock.Model.Attribute();
formerName.Key = "FormerName";
formerName.Name = "Former Name";
formerName.FieldTypeId = textFieldTypeId;
formerName.EntityTypeId = PersonEntityTypeId;
formerName.EntityTypeQualifierValue = string.Empty;
formerName.EntityTypeQualifierColumn = string.Empty;
formerName.Description = "The former name for this person";
formerName.DefaultValue = string.Empty;
formerName.IsMultiValue = false;
formerName.IsRequired = false;
formerName.Order = 0;
lookupContext.Attributes.Add(formerName);
secondaryEmail.Categories.Add(visitInfoCategory);
lookupContext.SaveChanges(true);
}
var formerNameAttribute = AttributeCache.Read(formerName.Id, lookupContext);
// Look for custom attributes in the Individual file
var allFields = csvData.TableNodes.FirstOrDefault().Columns.Select((node, index) => new { node = node, index = index }).ToList();
Dictionary <int, string> customAttributes = allFields.Where(f => f.index > Twitter).ToDictionary(f => f.index, f => f.node.Name);
// Add any if they don't already exist
if (customAttributes.Any())
{
var newAttributes = new List <Rock.Model.Attribute>();
foreach (var newAttributePair in customAttributes.Where(ca => !personAttributes.Any(a => a.Name == ca.Value)))
{
var newAttribute = new Rock.Model.Attribute();
newAttribute.Name = newAttributePair.Value;
newAttribute.Key = newAttributePair.Value.RemoveWhitespace();
newAttribute.Description = newAttributePair.Value + " created by CSV import";
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.FieldTypeId = textFieldTypeId;
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsGridColumn = false;
newAttribute.IsRequired = false;
newAttribute.Order = 0;
newAttributes.Add(newAttribute);
}
lookupContext.Attributes.AddRange(newAttributes);
lookupContext.SaveChanges(true);
personAttributes.AddRange(newAttributes);
}
var dateFormats = new[] { "MM/dd/yyyy", "MM/dd/yy" };
var currentFamilyGroup = new Group();
var newFamilyList = new List <Group>();
var newVisitorList = new List <Group>();
var importDate = DateTime.Now;
int completed = 0;
ReportProgress(0, string.Format("Starting Individual import ({0:N0} already exist).", ImportedPeople.Count(p => p.Members.Any(m => m.Person.ForeignId != null))));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
int groupRoleId = adultRoleId;
bool isFamilyRelationship = true;
string rowFamilyId = row[FamilyId];
string rowPersonId = row[PersonId];
string rowFamilyName = row[FamilyName];
if (!string.IsNullOrWhiteSpace(rowFamilyId) && rowFamilyId != currentFamilyGroup.ForeignId)
{
currentFamilyGroup = ImportedPeople.FirstOrDefault(p => p.ForeignId == rowFamilyId);
if (currentFamilyGroup == null)
{
currentFamilyGroup = new Group();
currentFamilyGroup.ForeignId = rowFamilyId;
currentFamilyGroup.Name = row[FamilyName];
currentFamilyGroup.CreatedByPersonAliasId = ImportPersonAlias.Id;
currentFamilyGroup.GroupTypeId = FamilyGroupTypeId;
}
}
// Verify this person isn't already in our data
var personExists = ImportedPeople.Any(p => p.Members.Any(m => m.Person.ForeignId == rowPersonId));
if (!personExists)
{
var person = new Person();
person.ForeignId = rowPersonId;
person.SystemNote = string.Format("Imported via Excavator on {0}", importDate.ToString());
person.RecordTypeValueId = personRecordTypeId;
person.CreatedByPersonAliasId = ImportPersonAlias.Id;
string firstName = row[FirstName];
person.FirstName = firstName;
person.NickName = row[NickName] ?? firstName;
person.MiddleName = row[MiddleName];
person.LastName = row[LastName];
#region Assign values to the Person record
DateTime birthDate;
if (DateTime.TryParseExact(row[DateOfBirth], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out birthDate))
{
person.BirthDate = birthDate;
}
DateTime anniversary;
if (DateTime.TryParseExact(row[Anniversary], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out anniversary))
{
person.AnniversaryDate = anniversary;
}
string gender = row[Gender];
if (gender != null)
{
switch (gender.Trim().ToLower())
{
case "m":
case "male":
person.Gender = Rock.Model.Gender.Male;
break;
case "f":
case "female":
person.Gender = Rock.Model.Gender.Female;
break;
default:
person.Gender = Rock.Model.Gender.Unknown;
break;
}
}
string prefix = row[Prefix];
if (!string.IsNullOrWhiteSpace(prefix))
{
prefix = prefix.RemoveSpecialCharacters().Trim();
person.TitleValueId = titleTypes.Where(s => prefix == s.Value.RemoveSpecialCharacters())
.Select(s => (int?)s.Id).FirstOrDefault();
}
string suffix = row[Suffix];
if (!string.IsNullOrWhiteSpace(suffix))
{
suffix = suffix.RemoveSpecialCharacters().Trim();
person.SuffixValueId = suffixTypes.Where(s => suffix == s.Value.RemoveSpecialCharacters())
.Select(s => (int?)s.Id).FirstOrDefault();
}
string maritalStatus = row[MaritalStatus];
if (!string.IsNullOrWhiteSpace(maritalStatus))
{
person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == maritalStatus)
.Select(dv => (int?)dv.Id).FirstOrDefault();
}
else
{
person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == "Unknown")
.Select(dv => (int?)dv.Id).FirstOrDefault();
}
string familyRole = row[FamilyRole];
if (!string.IsNullOrWhiteSpace(familyRole))
{
if (familyRole == "Visitor")
{
isFamilyRelationship = false;
}
if (familyRole == "Child" || person.Age < 18)
{
groupRoleId = childRoleId;
}
}
string connectionStatus = row[ConnectionStatus];
if (!string.IsNullOrWhiteSpace(connectionStatus))
{
if (connectionStatus == "Member")
{
person.ConnectionStatusValueId = memberConnectionStatusId;
}
else if (connectionStatus == "Visitor")
{
person.ConnectionStatusValueId = visitorConnectionStatusId;
}
else if (connectionStatus == "Deceased")
{
person.IsDeceased = true;
person.RecordStatusReasonValueId = recordStatusDeceasedId;
}
else
{
// look for user-defined connection type or default to Attendee
var customConnectionType = connectionStatusTypes.Where(dv => dv.Value == connectionStatus)
.Select(dv => (int?)dv.Id).FirstOrDefault();
person.ConnectionStatusValueId = customConnectionType ?? attendeeConnectionStatusId;
person.RecordStatusValueId = recordStatusActiveId;
}
}
string recordStatus = row[RecordStatus];
if (!string.IsNullOrWhiteSpace(recordStatus))
{
switch (recordStatus.Trim())
{
case "Active":
person.RecordStatusValueId = recordStatusActiveId;
break;
case "Inactive":
person.RecordStatusValueId = recordStatusInactiveId;
break;
default:
person.RecordStatusValueId = recordStatusPendingId;
break;
}
}
var personNumbers = new Dictionary <string, string>();
personNumbers.Add("Home", row[HomePhone]);
personNumbers.Add("Mobile", row[MobilePhone]);
personNumbers.Add("Work", row[WorkPhone]);
string smsAllowed = row[AllowSMS];
foreach (var numberPair in personNumbers.Where(n => !string.IsNullOrWhiteSpace(n.Value)))
{
var extension = string.Empty;
var countryCode = Rock.Model.PhoneNumber.DefaultCountryCode();
var normalizedNumber = string.Empty;
var countryIndex = numberPair.Value.IndexOf('+');
int extensionIndex = numberPair.Value.LastIndexOf('x') > 0 ? numberPair.Value.LastIndexOf('x') : numberPair.Value.Length;
if (countryIndex >= 0)
{
countryCode = numberPair.Value.Substring(countryIndex, countryIndex + 3).AsNumeric();
normalizedNumber = numberPair.Value.Substring(countryIndex + 3, extensionIndex - 3).AsNumeric();
extension = numberPair.Value.Substring(extensionIndex);
}
else if (extensionIndex > 0)
{
normalizedNumber = numberPair.Value.Substring(0, extensionIndex).AsNumeric();
extension = numberPair.Value.Substring(extensionIndex).AsNumeric();
}
else
{
normalizedNumber = numberPair.Value.AsNumeric();
}
if (!string.IsNullOrWhiteSpace(normalizedNumber))
{
var currentNumber = new PhoneNumber();
currentNumber.CountryCode = countryCode;
currentNumber.CreatedByPersonAliasId = ImportPersonAlias.Id;
currentNumber.Extension = extension.Left(20);
currentNumber.Number = normalizedNumber.Left(20);
currentNumber.NumberTypeValueId = numberTypeValues.Where(v => v.Value.Equals(numberPair.Key))
.Select(v => (int?)v.Id).FirstOrDefault();
if (numberPair.Key == "Mobile")
{
switch (smsAllowed.Trim().ToLower())
{
case "y":
case "yes":
case "active":
currentNumber.IsMessagingEnabled = true;
break;
default:
currentNumber.IsMessagingEnabled = false;
break;
}
}
person.PhoneNumbers.Add(currentNumber);
}
}
// Map Person attributes
person.Attributes = new Dictionary <string, AttributeCache>();
person.AttributeValues = new Dictionary <string, AttributeValue>();
string formerNameValue = row[FormerName];
if (!string.IsNullOrWhiteSpace(formerNameValue))
{
AddPersonAttribute(formerNameAttribute, person, formerNameValue);
}
bool isEmailActive;
switch (row[IsEmailActive].Trim().ToLower())
{
case "n":
case "no":
case "inactive":
isEmailActive = false;
break;
default:
isEmailActive = true;
break;
}
EmailPreference emailPreference;
switch (row[AllowBulkEmail].Trim().ToLower())
{
case "n":
case "no":
case "inactive":
emailPreference = EmailPreference.NoMassEmails;
break;
default:
emailPreference = EmailPreference.EmailAllowed;
break;
}
string primaryEmail = row[Email];
if (!string.IsNullOrWhiteSpace(primaryEmail))
{
person.Email = primaryEmail;
person.IsEmailActive = isEmailActive;
person.EmailPreference = emailPreference;
}
string secondaryEmailValue = row[SecondaryEmail];
if (!string.IsNullOrWhiteSpace(secondaryEmailValue))
{
AddPersonAttribute(secondaryEmailAttribute, person, secondaryEmailValue);
}
DateTime membershipDateValue;
if (DateTime.TryParseExact(row[MembershipDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out membershipDateValue))
{
AddPersonAttribute(membershipDateAttribute, person, membershipDateValue.ToString());
}
DateTime baptismDateValue;
if (DateTime.TryParseExact(row[BaptismDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out baptismDateValue))
{
AddPersonAttribute(baptismDateAttribute, person, baptismDateValue.ToString());
}
DateTime firstVisitValue;
if (DateTime.TryParseExact(row[FirstVisit], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out firstVisitValue))
{
AddPersonAttribute(firstVisitAttribute, person, firstVisitValue.ToString());
}
string previousChurchValue = row[PreviousChurch];
if (!string.IsNullOrWhiteSpace(previousChurchValue))
{
AddPersonAttribute(previousChurchAttribute, person, previousChurchValue);
}
string positionValue = row[Occupation];
if (!string.IsNullOrWhiteSpace(positionValue))
{
AddPersonAttribute(positionAttribute, person, positionValue);
}
string employerValue = row[Employer];
if (!string.IsNullOrWhiteSpace(employerValue))
{
AddPersonAttribute(employerAttribute, person, employerValue);
}
string schoolName = row[School];
if (!string.IsNullOrWhiteSpace(schoolName))
{
// Add school if it doesn't exist
Guid schoolGuid;
var schoolExists = schoolDefinedType.DefinedValues.Any(s => s.Value.Equals(schoolName));
if (!schoolExists)
{
var newSchool = new DefinedValue();
newSchool.DefinedTypeId = schoolDefinedType.Id;
newSchool.Value = schoolName;
newSchool.Order = 0;
lookupContext.DefinedValues.Add(newSchool);
lookupContext.SaveChanges();
schoolGuid = newSchool.Guid;
}
else
{
schoolGuid = schoolDefinedType.DefinedValues.FirstOrDefault(s => s.Value.Equals(schoolName)).Guid;
}
AddPersonAttribute(schoolAttribute, person, schoolGuid.ToString());
}
string facebookValue = row[Facebook];
if (!string.IsNullOrWhiteSpace(facebookValue))
{
AddPersonAttribute(facebookAttribute, person, facebookValue);
}
string twitterValue = row[Twitter];
if (!string.IsNullOrWhiteSpace(twitterValue))
{
AddPersonAttribute(twitterAttribute, person, twitterValue);
}
string instagramValue = row[Instagram];
if (!string.IsNullOrWhiteSpace(instagramValue))
{
AddPersonAttribute(instagramAttribute, person, instagramValue);
}
foreach (var attributePair in customAttributes)
{
string newAttributeValue = row[attributePair.Key];
if (!string.IsNullOrWhiteSpace(newAttributeValue))
{
int?newAttributeId = personAttributes.Where(a => a.Key == attributePair.Value)
.Select(a => (int?)a.Id).FirstOrDefault();
if (newAttributeId != null)
{
var newAttribute = AttributeCache.Read((int)newAttributeId);
AddPersonAttribute(newAttribute, person, newAttributeValue);
}
}
}
// Add notes to timeline
var notePairs = new Dictionary <string, string>();
notePairs.Add("General", row[GeneralNote]);
notePairs.Add("Medical", row[MedicalNote]);
notePairs.Add("Security", row[SecurityNote]);
var newNoteList = new List <Note>();
foreach (var notePair in notePairs.Where(n => !string.IsNullOrWhiteSpace(n.Value)))
{
var newNote = new Note();
newNote.CreatedByPersonAliasId = ImportPersonAlias.Id;
newNote.CreatedDateTime = importDate;
newNote.EntityId = person.Id;
newNote.Text = notePair.Value;
newNote.NoteTypeId = noteTimelineTypeId;
newNote.Caption = string.Format("{0} Note", notePair.Key);
if (!notePair.Key.Equals("General"))
{
newNote.IsAlert = true;
}
newNoteList.Add(newNote);
}
if (newNoteList.Any())
{
lookupContext.Notes.AddRange(newNoteList);
lookupContext.SaveChanges(true);
}
#endregion
var groupMember = new GroupMember();
groupMember.Person = person;
groupMember.GroupRoleId = groupRoleId;
groupMember.GroupMemberStatus = GroupMemberStatus.Active;
if (isFamilyRelationship || currentFamilyGroup.Members.Count() < 1)
{
currentFamilyGroup.Members.Add(groupMember);
newFamilyList.Add(currentFamilyGroup);
completed++;
}
else
{
var visitorGroup = new Group();
visitorGroup.ForeignId = rowFamilyId.ToString();
visitorGroup.Members.Add(groupMember);
visitorGroup.GroupTypeId = FamilyGroupTypeId;
visitorGroup.Name = person.LastName + " Family";
newFamilyList.Add(visitorGroup);
completed++;
newVisitorList.Add(visitorGroup);
}
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} people imported.", completed));
}
else if (completed % ReportingNumber < 1)
{
SaveIndividuals(newFamilyList, newVisitorList);
ReportPartialProgress();
newFamilyList.Clear();
}
}
}
if (newFamilyList.Any())
{
SaveIndividuals(newFamilyList, newVisitorList);
}
ReportProgress(0, string.Format("Finished individual import: {0:N0} people imported.", completed));
return(completed);
}
/// <summary>
/// Loads the family data.
/// </summary>
/// <param name="csvData">The CSV data.</param>
private int LoadFamily(CSVInstance csvData)
{
// Required variables
var lookupContext = new RockContext();
var locationService = new LocationService(lookupContext);
int familyGroupTypeId = GroupTypeCache.GetFamilyGroupType().Id;
int numImportedFamilies = ImportedPeople.Select(p => p.ForeignId).Distinct().Count();
int homeLocationTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME)).Id;
int workLocationTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_WORK)).Id;
var newGroupLocations = new Dictionary <GroupLocation, string>();
var currentFamilyGroup = new Group();
var newFamilyList = new List <Group>();
var updatedFamilyList = new List <Group>();
var dateFormats = new[] { "yyyy-MM-dd", "MM/dd/yyyy", "MM/dd/yy" };
string currentFamilyKey = string.Empty;
int completed = 0;
ReportProgress(0, string.Format("Starting family import ({0:N0} already exist).", numImportedFamilies));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
string rowFamilyKey = row[FamilyId];
int? rowFamilyId = rowFamilyKey.AsType <int?>();
string rowFamilyName = row[FamilyName];
if (rowFamilyKey != null && rowFamilyKey != currentFamilyGroup.ForeignKey)
{
currentFamilyGroup = ImportedPeople.FirstOrDefault(p => p.ForeignKey == rowFamilyKey);
if (currentFamilyGroup == null)
{
currentFamilyGroup = new Group();
currentFamilyGroup.ForeignKey = rowFamilyKey;
currentFamilyGroup.ForeignId = rowFamilyId;
currentFamilyGroup.Name = row[FamilyName];
currentFamilyGroup.CreatedByPersonAliasId = ImportPersonAliasId;
currentFamilyGroup.GroupTypeId = familyGroupTypeId;
newFamilyList.Add(currentFamilyGroup);
}
else
{
lookupContext.Groups.Attach(currentFamilyGroup);
}
// Set the family campus
string campusName = row[Campus];
if (!string.IsNullOrWhiteSpace(campusName))
{
var familyCampus = CampusList.Where(c => c.Name.Equals(campusName, StringComparison.InvariantCultureIgnoreCase) ||
c.ShortCode.Equals(campusName, StringComparison.InvariantCultureIgnoreCase)).FirstOrDefault();
if (familyCampus == null)
{
familyCampus = new Campus();
familyCampus.IsSystem = false;
familyCampus.Name = campusName;
lookupContext.Campuses.Add(familyCampus);
lookupContext.SaveChanges(DisableAuditing);
CampusList.Add(familyCampus);
}
currentFamilyGroup.CampusId = familyCampus.Id;
}
// Add the family addresses since they exist in this file
string famAddress = row[Address];
string famAddress2 = row[Address2];
string famCity = row[City];
string famState = row[State];
string famZip = row[Zip];
string famCountry = row[Country];
Location primaryAddress = locationService.Get(famAddress, famAddress2, famCity, famState, famZip, famCountry, verifyLocation: false);
if (primaryAddress != null)
{
var primaryLocation = new GroupLocation();
primaryLocation.LocationId = primaryAddress.Id;
primaryLocation.IsMailingLocation = true;
primaryLocation.IsMappedLocation = true;
primaryLocation.GroupLocationTypeValueId = homeLocationTypeId;
newGroupLocations.Add(primaryLocation, rowFamilyKey);
}
string famSecondAddress = row[SecondaryAddress];
string famSecondAddress2 = row[SecondaryAddress2];
string famSecondCity = row[SecondaryCity];
string famSecondState = row[SecondaryState];
string famSecondZip = row[SecondaryZip];
string famSecondCountry = row[SecondaryCountry];
Location secondaryAddress = locationService.Get(famSecondAddress, famSecondAddress2, famSecondCity, famSecondState, famSecondZip, famSecondCountry, verifyLocation: false);
if (secondaryAddress != null)
{
var secondaryLocation = new GroupLocation();
secondaryLocation.LocationId = secondaryAddress.Id;
secondaryLocation.IsMailingLocation = true;
secondaryLocation.IsMappedLocation = true;
secondaryLocation.GroupLocationTypeValueId = workLocationTypeId;
newGroupLocations.Add(secondaryLocation, rowFamilyKey);
}
DateTime createdDateValue;
if (DateTime.TryParseExact(row[CreatedDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out createdDateValue))
{
currentFamilyGroup.CreatedDateTime = createdDateValue;
currentFamilyGroup.ModifiedDateTime = ImportDateTime;
}
else
{
currentFamilyGroup.CreatedDateTime = ImportDateTime;
currentFamilyGroup.ModifiedDateTime = ImportDateTime;
}
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} families imported.", completed));
}
else if (completed % ReportingNumber < 1)
{
SaveFamilies(newFamilyList, newGroupLocations);
ReportPartialProgress();
// Reset lookup context
lookupContext.SaveChanges();
lookupContext = new RockContext();
locationService = new LocationService(lookupContext);
newFamilyList.Clear();
newGroupLocations.Clear();
}
}
}
// Check to see if any rows didn't get saved to the database
if (newGroupLocations.Any())
{
SaveFamilies(newFamilyList, newGroupLocations);
}
lookupContext.SaveChanges();
lookupContext.Dispose();
ReportProgress(0, string.Format("Finished family import: {0:N0} families added or updated.", completed));
return(completed);
}
/// <summary>
/// Maps the specified folder.
/// </summary>
/// <param name="folder">The folder.</param>
/// <param name="personImageType">Type of the person image file.</param>
public void Map(ZipArchive folder, BinaryFileType personImageType)
{
// check for existing images
var lookupContext = new RockContext();
var existingImageList = new PersonService(lookupContext).Queryable().AsNoTracking()
.Where(p => p.Photo != null)
.ToDictionary(p => p.Id, p => p.Photo.CreatedDateTime);
var emptyJsonObject = "{}";
var newFileList = new Dictionary <int, Rock.Model.BinaryFile>();
var storageProvider = personImageType.StorageEntityTypeId == DatabaseProvider.EntityType.Id
? (ProviderComponent)DatabaseProvider
: (ProviderComponent)FileSystemProvider;
var completedItems = 0;
var totalEntries = folder.Entries.Count;
var percentage = (totalEntries - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying person images import ({0:N0} found.", totalEntries));
foreach (var file in folder.Entries)
{
var fileExtension = Path.GetExtension(file.Name);
if (FileTypeBlackList.Contains(fileExtension))
{
LogException("Binary File Import", string.Format("{0} filetype not allowed ({1})", fileExtension, file.Name));
continue;
}
var personForeignId = Path.GetFileNameWithoutExtension(file.Name).AsType <int?>();
var personKeys = ImportedPeople.FirstOrDefault(p => p.PersonForeignId == personForeignId);
if (personKeys != null)
{
// only import the most recent profile photo
if (!existingImageList.ContainsKey(personKeys.PersonId) || existingImageList[personKeys.PersonId].Value < file.LastWriteTime.DateTime)
{
var rockFile = new Rock.Model.BinaryFile
{
IsSystem = false,
IsTemporary = false,
FileName = file.Name,
BinaryFileTypeId = personImageType.Id,
MimeType = GetMIMEType(file.Name),
CreatedDateTime = file.LastWriteTime.DateTime,
Description = string.Format("Imported as {0}", file.Name)
};
rockFile.SetStorageEntityTypeId(personImageType.StorageEntityTypeId);
rockFile.StorageEntitySettings = emptyJsonObject;
if (personImageType.AttributeValues.Any())
{
rockFile.StorageEntitySettings = personImageType.AttributeValues
.ToDictionary(a => a.Key, v => v.Value.Value).ToJson();
}
// use base stream instead of file stream to keep the byte[]
// NOTE: if byte[] converts to a string it will corrupt the stream
using (var fileContent = new StreamReader(file.Open()))
{
rockFile.ContentStream = new MemoryStream(fileContent.BaseStream.ReadBytesToEnd());
}
newFileList.Add(personKeys.PersonId, rockFile);
}
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} person image files imported ({1}% complete).", completedItems, percentComplete));
}
else if (completedItems % ReportingNumber < 1)
{
SaveFiles(newFileList, storageProvider);
// add image keys to master list
foreach (var newFile in newFileList)
{
existingImageList.AddOrReplace(newFile.Key, newFile.Value.CreatedDateTime);
}
// Reset batch list
newFileList.Clear();
ReportPartialProgress();
}
}
}
if (newFileList.Any())
{
SaveFiles(newFileList, storageProvider);
}
lookupContext.Dispose();
ReportProgress(100, string.Format("Finished files import: {0:N0} person images imported.", completedItems));
}
/// <summary>
/// Loads the individual data.
/// </summary>
/// <param name="csvData">The CSV data.</param>
private int LoadIndividuals(CSVInstance csvData)
{
var lookupContext = new RockContext();
var groupTypeRoleService = new GroupTypeRoleService(lookupContext);
var groupMemberService = new GroupMemberService(lookupContext);
// Marital statuses: Married, Single, Separated, etc
var maritalStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_MARITAL_STATUS), lookupContext).DefinedValues;
// Connection statuses: Member, Visitor, Attendee, etc
var connectionStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_CONNECTION_STATUS), lookupContext).DefinedValues;
int memberConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_MEMBER)).Id;
int visitorConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_VISITOR)).Id;
int attendeeConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_ATTENDEE)).Id;
// Suffix type: Dr., Jr., II, etc
var suffixTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_SUFFIX), lookupContext).DefinedValues;
// Title type: Mr., Mrs. Dr., etc
var titleTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_TITLE), lookupContext).DefinedValues;
// Record statuses: Active, Inactive, Pending
int?recordStatusActiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE), lookupContext).Id;
int?recordStatusInactiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE), lookupContext).Id;
int?recordStatusPendingId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_PENDING), lookupContext).Id;
// Deceased record status reason (others available: No Activity, Moved, etc)
var recordStatusDeceasedId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_REASON_DECEASED)).Id;
// Record type: Person
int?personRecordTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON), lookupContext).Id;
// Group roles: Owner, Adult, Child, others
GroupTypeRole ownerRole = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_OWNER));
int adultRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT)).Id;
int childRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_CHILD)).Id;
// Phone types: Home, Work, Mobile
var numberTypeValues = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE), lookupContext).DefinedValues;
// Personal note type id
var personalNoteTypeId = new NoteTypeService(lookupContext).Get(new Guid(Rock.SystemGuid.NoteType.PERSON_TIMELINE_NOTE)).Id;
// School defined type
var schoolDefinedType = DefinedTypeCache.Read(new Guid("576FF1E2-6225-4565-A16D-230E26167A3D"));
// Look up existing Person attributes
var personAttributes = new AttributeService(lookupContext).GetByEntityTypeId(PersonEntityTypeId).ToList();
var schoolAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "School"));
// Text field type id
int textFieldTypeId = FieldTypeCache.Read(new Guid(Rock.SystemGuid.FieldType.TEXT), lookupContext).Id;
int dateFieldTypeId = FieldTypeCache.Read(new Guid(Rock.SystemGuid.FieldType.DATE), lookupContext).Id;
// Attribute entity type id
int attributeEntityTypeId = EntityTypeCache.Read("Rock.Model.Attribute").Id;
// Visit info category
var visitInfoCategory = new CategoryService(lookupContext).GetByEntityTypeId(attributeEntityTypeId)
.Where(c => c.Name == "Visit Information").FirstOrDefault();
// Look for custom attributes in the Individual file
var allFields = csvData.TableNodes.FirstOrDefault().Children.Select((node, index) => new { node = node, index = index }).ToList();
Dictionary <int, string> customAttributes = allFields
.Where(f => f.index > SecurityNote)
.ToDictionary(f => f.index, f => f.node.Name.RemoveWhitespace());
// Add any attributes if they don't already exist
if (customAttributes.Any())
{
var newAttributes = new List <Rock.Model.Attribute>();
foreach (var newAttributePair in customAttributes.Where(ca => !personAttributes.Any(a => a.Key == ca.Value)))
{
var newAttribute = new Rock.Model.Attribute();
newAttribute.Name = newAttributePair.Value;
newAttribute.Key = newAttributePair.Value.RemoveWhitespace();
newAttribute.Description = newAttributePair.Value + " created by CSV import";
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.FieldTypeId = textFieldTypeId;
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsGridColumn = false;
newAttribute.IsRequired = false;
newAttribute.Order = 0;
newAttributes.Add(newAttribute);
}
lookupContext.Attributes.AddRange(newAttributes);
lookupContext.SaveChanges(DisableAuditing);
personAttributes.AddRange(newAttributes);
}
// Set the supported date formats
var dateFormats = new[] { "yyyy-MM-dd", "MM/dd/yyyy", "MM/dd/yy" };
var currentFamilyGroup = new Group();
var newFamilyList = new List <Group>();
var newVisitorList = new List <Group>();
var newNoteList = new List <Note>();
int completed = 0;
int newFamilies = 0;
ReportProgress(0, string.Format("Starting Individual import ({0:N0} already exist).", ImportedPeople.Count(p => p.Members.Any(m => m.Person.ForeignKey != null))));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
int groupRoleId = adultRoleId;
bool isFamilyRelationship = true;
string rowFamilyName = row[FamilyName];
string rowFamilyKey = row[FamilyId];
string rowPersonKey = row[PersonId];
int? rowFamilyId = rowFamilyKey.AsType <int?>();
int? rowPersonId = rowPersonKey.AsType <int?>();
// Check that this person isn't already in our data
var personExists = ImportedPeople.Any(p => p.Members.Any(m => m.Person.ForeignKey == rowPersonKey));
if (!personExists)
{
#region person create
var person = new Person();
person.ForeignKey = rowPersonKey;
person.ForeignId = rowPersonId;
person.SystemNote = string.Format("Imported via Excavator on {0}", ImportDateTime);
person.RecordTypeValueId = personRecordTypeId;
person.CreatedByPersonAliasId = ImportPersonAliasId;
string firstName = row[FirstName].Left(50);
string nickName = row[NickName].Left(50);
person.FirstName = firstName;
person.NickName = string.IsNullOrWhiteSpace(nickName) ? firstName : nickName;
person.MiddleName = row[MiddleName].Left(50);
person.LastName = row[LastName].Left(50);
DateTime createdDateValue;
if (DateTime.TryParseExact(row[CreatedDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out createdDateValue))
{
person.CreatedDateTime = createdDateValue;
person.ModifiedDateTime = ImportDateTime;
}
else
{
person.CreatedDateTime = ImportDateTime;
person.ModifiedDateTime = ImportDateTime;
}
DateTime birthDate;
if (DateTime.TryParseExact(row[DateOfBirth], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out birthDate))
{
person.BirthDay = birthDate.Day;
person.BirthMonth = birthDate.Month;
person.BirthYear = birthDate.Year;
}
DateTime graduationDate;
if (DateTime.TryParseExact(row[GraduationDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out graduationDate))
{
person.GraduationYear = graduationDate.Year;
}
DateTime anniversary;
if (DateTime.TryParseExact(row[Anniversary], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out anniversary))
{
person.AnniversaryDate = anniversary;
}
string gender = row[Gender];
if (gender != null)
{
switch (gender.Trim().ToLower())
{
case "m":
case "male":
person.Gender = Rock.Model.Gender.Male;
break;
case "f":
case "female":
person.Gender = Rock.Model.Gender.Female;
break;
default:
person.Gender = Rock.Model.Gender.Unknown;
break;
}
}
string prefix = row[Prefix];
if (!string.IsNullOrWhiteSpace(prefix))
{
prefix = prefix.RemoveSpecialCharacters().Trim();
person.TitleValueId = titleTypes.Where(s => prefix == s.Value.RemoveSpecialCharacters())
.Select(s => (int?)s.Id).FirstOrDefault();
}
string suffix = row[Suffix];
if (!string.IsNullOrWhiteSpace(suffix))
{
suffix = suffix.RemoveSpecialCharacters().Trim();
person.SuffixValueId = suffixTypes.Where(s => suffix == s.Value.RemoveSpecialCharacters())
.Select(s => (int?)s.Id).FirstOrDefault();
}
string maritalStatus = row[MaritalStatus];
if (!string.IsNullOrWhiteSpace(maritalStatus))
{
person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == maritalStatus)
.Select(dv => (int?)dv.Id).FirstOrDefault();
}
else
{
person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == "Unknown")
.Select(dv => (int?)dv.Id).FirstOrDefault();
}
string familyRole = row[FamilyRole];
if (!string.IsNullOrWhiteSpace(familyRole))
{
if (familyRole == "Visitor")
{
isFamilyRelationship = false;
}
if (familyRole == "Child" || person.Age < 18)
{
groupRoleId = childRoleId;
}
}
string connectionStatus = row[ConnectionStatus];
if (!string.IsNullOrWhiteSpace(connectionStatus))
{
if (connectionStatus == "Member")
{
person.ConnectionStatusValueId = memberConnectionStatusId;
}
else if (connectionStatus == "Visitor")
{
person.ConnectionStatusValueId = visitorConnectionStatusId;
}
else
{
// look for user-defined connection type or default to Attendee
var customConnectionType = connectionStatusTypes.Where(dv => dv.Value == connectionStatus)
.Select(dv => (int?)dv.Id).FirstOrDefault();
person.ConnectionStatusValueId = customConnectionType ?? attendeeConnectionStatusId;
person.RecordStatusValueId = recordStatusActiveId;
}
}
string recordStatus = row[RecordStatus];
if (!string.IsNullOrWhiteSpace(recordStatus))
{
switch (recordStatus.Trim().ToLower())
{
case "active":
person.RecordStatusValueId = recordStatusActiveId;
break;
case "inactive":
person.RecordStatusValueId = recordStatusInactiveId;
break;
default:
person.RecordStatusValueId = recordStatusPendingId;
break;
}
}
string isDeceasedValue = row[IsDeceased];
if (!string.IsNullOrWhiteSpace(isDeceasedValue))
{
switch (isDeceasedValue.Trim().ToLower())
{
case "y":
case "yes":
person.IsDeceased = true;
person.RecordStatusReasonValueId = recordStatusDeceasedId;
person.RecordStatusValueId = recordStatusInactiveId;
break;
default:
person.IsDeceased = false;
break;
}
}
var personNumbers = new Dictionary <string, string>();
personNumbers.Add("Home", row[HomePhone]);
personNumbers.Add("Mobile", row[MobilePhone]);
personNumbers.Add("Work", row[WorkPhone]);
string smsAllowed = row[AllowSMS];
foreach (var numberPair in personNumbers.Where(n => !string.IsNullOrWhiteSpace(n.Value)))
{
var extension = string.Empty;
var countryCode = Rock.Model.PhoneNumber.DefaultCountryCode();
var normalizedNumber = string.Empty;
var countryIndex = numberPair.Value.IndexOf('+');
int extensionIndex = numberPair.Value.LastIndexOf('x') > 0 ? numberPair.Value.LastIndexOf('x') : numberPair.Value.Length;
if (countryIndex >= 0)
{
countryCode = numberPair.Value.Substring(countryIndex, countryIndex + 3).AsNumeric();
normalizedNumber = numberPair.Value.Substring(countryIndex + 3, extensionIndex - 3).AsNumeric().TrimStart(new Char[] { '0' });
extension = numberPair.Value.Substring(extensionIndex);
}
else if (extensionIndex > 0)
{
normalizedNumber = numberPair.Value.Substring(0, extensionIndex).AsNumeric();
extension = numberPair.Value.Substring(extensionIndex).AsNumeric();
}
else
{
normalizedNumber = numberPair.Value.AsNumeric();
}
if (!string.IsNullOrWhiteSpace(normalizedNumber))
{
var currentNumber = new PhoneNumber();
currentNumber.CountryCode = countryCode;
currentNumber.CreatedByPersonAliasId = ImportPersonAliasId;
currentNumber.Extension = extension.Left(20);
currentNumber.Number = normalizedNumber.TrimStart(new Char[] { '0' }).Left(20);
currentNumber.NumberTypeValueId = numberTypeValues.Where(v => v.Value.Equals(numberPair.Key))
.Select(v => (int?)v.Id).FirstOrDefault();
if (numberPair.Key == "Mobile")
{
switch (smsAllowed.Trim().ToLower())
{
case "y":
case "yes":
case "active":
currentNumber.IsMessagingEnabled = true;
break;
default:
currentNumber.IsMessagingEnabled = false;
break;
}
}
person.PhoneNumbers.Add(currentNumber);
}
}
// Map Person attributes
person.Attributes = new Dictionary <string, AttributeCache>();
person.AttributeValues = new Dictionary <string, AttributeValueCache>();
bool isEmailActive;
switch (row[IsEmailActive].Trim().ToLower())
{
case "n":
case "no":
case "inactive":
isEmailActive = false;
break;
default:
isEmailActive = true;
break;
}
EmailPreference emailPreference;
switch (row[AllowBulkEmail].Trim().ToLower())
{
case "n":
case "no":
case "inactive":
emailPreference = EmailPreference.NoMassEmails;
break;
default:
emailPreference = EmailPreference.EmailAllowed;
break;
}
person.EmailPreference = emailPreference;
string primaryEmail = row[Email].Trim().Left(75);
if (!string.IsNullOrWhiteSpace(primaryEmail))
{
if (primaryEmail.IsEmail())
{
person.Email = primaryEmail;
person.IsEmailActive = isEmailActive;
}
else
{
LogException("InvalidPrimaryEmail", string.Format("PersonId: {0} - Email: {1}", rowPersonKey, primaryEmail));
}
}
string schoolName = row[School];
if (!string.IsNullOrWhiteSpace(schoolName))
{
// Add school if it doesn't exist
Guid schoolGuid;
var schoolExists = schoolDefinedType.DefinedValues.Any(s => s.Value.Equals(schoolName));
if (!schoolExists)
{
var newSchool = new DefinedValue();
newSchool.DefinedTypeId = schoolDefinedType.Id;
newSchool.Value = schoolName;
newSchool.Order = 0;
lookupContext.DefinedValues.Add(newSchool);
lookupContext.SaveChanges();
schoolGuid = newSchool.Guid;
}
else
{
schoolGuid = schoolDefinedType.DefinedValues.FirstOrDefault(s => s.Value.Equals(schoolName)).Guid;
}
AddPersonAttribute(schoolAttribute, person, schoolGuid.ToString().ToUpper());
}
foreach (var attributePair in customAttributes)
{
string newAttributeValue = row[attributePair.Key];
if (!string.IsNullOrWhiteSpace(newAttributeValue))
{
// check if this attribute value is a date
DateTime valueAsDateTime;
if (DateTime.TryParseExact(newAttributeValue, dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out valueAsDateTime))
{
newAttributeValue = valueAsDateTime.ToString("yyyy-MM-dd");
}
int?newAttributeId = personAttributes.Where(a => a.Key == attributePair.Value.RemoveWhitespace())
.Select(a => (int?)a.Id).FirstOrDefault();
if (newAttributeId != null)
{
var newAttribute = AttributeCache.Read((int)newAttributeId);
AddPersonAttribute(newAttribute, person, newAttributeValue);
}
}
}
// Add notes to timeline
var notePairs = new Dictionary <string, string>();
notePairs.Add("General", row[GeneralNote]);
notePairs.Add("Medical", row[MedicalNote]);
notePairs.Add("Security", row[SecurityNote]);
foreach (var notePair in notePairs.Where(n => !string.IsNullOrWhiteSpace(n.Value)))
{
var newNote = new Note();
newNote.NoteTypeId = personalNoteTypeId;
newNote.CreatedByPersonAliasId = ImportPersonAliasId;
newNote.CreatedDateTime = ImportDateTime;
newNote.Text = notePair.Value;
newNote.ForeignKey = rowPersonKey;
newNote.ForeignId = rowPersonId;
newNote.Caption = string.Format("{0} Note", notePair.Key);
if (!notePair.Key.Equals("General"))
{
newNote.IsAlert = true;
}
newNoteList.Add(newNote);
}
#endregion person create
var groupMember = new GroupMember();
groupMember.Person = person;
groupMember.GroupRoleId = groupRoleId;
groupMember.CreatedDateTime = ImportDateTime;
groupMember.ModifiedDateTime = ImportDateTime;
groupMember.CreatedByPersonAliasId = ImportPersonAliasId;
groupMember.GroupMemberStatus = GroupMemberStatus.Active;
if (rowFamilyKey != currentFamilyGroup.ForeignKey)
{
// person not part of the previous family, see if that family exists or create a new one
currentFamilyGroup = ImportedPeople.FirstOrDefault(p => p.ForeignKey == rowFamilyKey);
if (currentFamilyGroup == null)
{
currentFamilyGroup = CreateFamilyGroup(row[FamilyName], rowFamilyKey);
newFamilyList.Add(currentFamilyGroup);
newFamilies++;
}
else
{
lookupContext.Groups.Attach(currentFamilyGroup);
lookupContext.Entry(currentFamilyGroup).State = EntityState.Modified;
}
currentFamilyGroup.Members.Add(groupMember);
}
else
{
// person is part of this family group, check if they're a visitor
if (isFamilyRelationship || currentFamilyGroup.Members.Count() < 1)
{
currentFamilyGroup.Members.Add(groupMember);
}
else
{
var visitorFamily = CreateFamilyGroup(person.LastName + " Family", rowFamilyKey);
visitorFamily.Members.Add(groupMember);
newFamilyList.Add(visitorFamily);
newVisitorList.Add(visitorFamily);
newFamilies++;
}
}
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} people imported.", completed));
}
else if (completed % ReportingNumber < 1)
{
SaveIndividuals(newFamilyList, newVisitorList, newNoteList);
lookupContext.SaveChanges();
ReportPartialProgress();
// Clear out variables
currentFamilyGroup = new Group();
newFamilyList.Clear();
newVisitorList.Clear();
newNoteList.Clear();
}
}
}
// Save any changes to new families
if (newFamilyList.Any())
{
SaveIndividuals(newFamilyList, newVisitorList, newNoteList);
}
// Save any changes to existing families
lookupContext.SaveChanges();
lookupContext.Dispose();
ReportProgress(0, string.Format("Finished individual import: {0:N0} families and {1:N0} people added.", newFamilies, completed));
return(completed);
}
/// <summary>
/// Maps the specified folder.
/// </summary>
/// <param name="folder">The folder.</param>
/// <param name="ministryFileType">Type of the ministry file.</param>
public int Map(ZipArchive folder, BinaryFileType ministryFileType)
{
var lookupContext = new RockContext();
var personEntityTypeId = EntityTypeCache.GetId <Person>();
var binaryFileTypeService = new BinaryFileTypeService(lookupContext);
var fileFieldTypeId = FieldTypeCache.Get(Rock.SystemGuid.FieldType.FILE.AsGuid(), lookupContext).Id;
var backgroundFieldTypeId = FieldTypeCache.Get(Rock.SystemGuid.FieldType.BACKGROUNDCHECK.AsGuid(), lookupContext).Id;
var existingAttributes = new AttributeService(lookupContext).GetByFieldTypeId(fileFieldTypeId)
.Where(a => a.EntityTypeId == personEntityTypeId)
.ToDictionary(a => a.Key, a => a);
var backgroundCheckFileAttributes = new AttributeService(lookupContext).GetByFieldTypeId(backgroundFieldTypeId)
.Where(a => a.EntityTypeId == personEntityTypeId)
.ToDictionary(a => a.Key, a => a);
foreach (var backgroundCheckFileAttribute in backgroundCheckFileAttributes)
{
if (!existingAttributes.ContainsKey(backgroundCheckFileAttribute.Key))
{
existingAttributes.Add(backgroundCheckFileAttribute.Key, backgroundCheckFileAttribute.Value);
}
}
var emptyJsonObject = "{}";
var newFileList = new List <DocumentKeys>();
var completedItems = 0;
var totalRows = folder.Entries.Count;
var percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying ministry document import ({0:N0} found)", totalRows));
foreach (var file in folder.Entries.OrderBy(f => f.Name))
{
var fileExtension = Path.GetExtension(file.Name);
if (FileTypeBlackList.Contains(fileExtension))
{
LogException("Binary File Import", string.Format("{0} filetype not allowed ({1})", fileExtension, file.Name));
continue;
}
var nameWithoutExtension = file.Name.ReplaceLastOccurrence(fileExtension, string.Empty);
var parsedFileName = nameWithoutExtension.Split('_');
// Ministry docs should follow this pattern:
// 0. Firstname
// 1. Lastname
// 2. ForeignId
// 3. Filename
// 4. Doc Id
if (parsedFileName.Length < 3)
{
break;
}
var personForeignId = parsedFileName[2].AsType <int?>();
var personKeys = ImportedPeople.FirstOrDefault(p => p.PersonForeignId == personForeignId);
if (personKeys != null)
{
var attributeName = string.Empty;
var documentForeignId = string.Empty;
if (parsedFileName.Count() > 4)
{
attributeName = parsedFileName[3];
documentForeignId = parsedFileName[4];
}
else
{
var filename = parsedFileName[3].ReplaceLastOccurrence(fileExtension, string.Empty);
attributeName = Regex.Replace(filename, "\\d{4,}[.\\w]+$", string.Empty);
documentForeignId = Regex.Match(filename, "\\d+$").Value;
}
// append "Document" to attribute name to create unique attributes
// this matches core attribute "Background Check Document"
attributeName = !attributeName.EndsWith("Document", StringComparison.OrdinalIgnoreCase) ? string.Format("{0} Document", attributeName) : attributeName;
var attributeKey = attributeName.RemoveSpecialCharacters();
Attribute fileAttribute = null;
var attributeBinaryFileType = ministryFileType;
if (!existingAttributes.ContainsKey(attributeKey))
{
fileAttribute = new Attribute
{
FieldTypeId = fileFieldTypeId,
EntityTypeId = personEntityTypeId,
EntityTypeQualifierColumn = string.Empty,
EntityTypeQualifierValue = string.Empty,
Key = attributeKey,
Name = attributeName,
Description = string.Format("{0} created by binary file import", attributeName),
IsGridColumn = false,
IsMultiValue = false,
IsRequired = false,
AllowSearch = false,
IsSystem = false,
Order = 0
};
fileAttribute.AttributeQualifiers.Add(new AttributeQualifier()
{
Key = "binaryFileType",
Value = ministryFileType.Guid.ToString()
});
lookupContext.Attributes.Add(fileAttribute);
lookupContext.SaveChanges();
existingAttributes.Add(fileAttribute.Key, fileAttribute);
}
else
{
// if attribute already exists in Rock, override default file type with the Rock-specified file type
fileAttribute = existingAttributes[attributeKey];
var attributeBinaryFileTypeGuid = fileAttribute.AttributeQualifiers.FirstOrDefault(q => q.Key.Equals("binaryFileType"));
if (attributeBinaryFileTypeGuid != null)
{
attributeBinaryFileType = binaryFileTypeService.Get(attributeBinaryFileTypeGuid.Value.AsGuid());
}
}
var rockFile = new Rock.Model.BinaryFile
{
IsSystem = false,
IsTemporary = false,
MimeType = GetMIMEType(file.Name),
BinaryFileTypeId = attributeBinaryFileType.Id,
FileName = file.Name,
Description = string.Format("Imported as {0}", file.Name),
CreatedDateTime = file.LastWriteTime.DateTime,
ModifiedDateTime = file.LastWriteTime.DateTime,
CreatedByPersonAliasId = ImportPersonAliasId,
ForeignKey = documentForeignId,
ForeignId = documentForeignId.AsIntegerOrNull()
};
rockFile.SetStorageEntityTypeId(attributeBinaryFileType.StorageEntityTypeId);
rockFile.StorageEntitySettings = emptyJsonObject;
if (attributeBinaryFileType.AttributeValues != null)
{
rockFile.StorageEntitySettings = attributeBinaryFileType.AttributeValues
.ToDictionary(a => a.Key, v => v.Value.Value).ToJson();
}
// use base stream instead of file stream to keep the byte[]
// NOTE: if byte[] converts to a string it will corrupt the stream
using (var fileContent = new StreamReader(file.Open()))
{
rockFile.ContentStream = new MemoryStream(fileContent.BaseStream.ReadBytesToEnd());
}
newFileList.Add(new DocumentKeys()
{
PersonId = personKeys.PersonId,
AttributeId = fileAttribute.Id,
File = rockFile
});
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} ministry document files imported ({1}% complete).", completedItems, percentComplete));
}
if (completedItems % ReportingNumber < 1)
{
SaveFiles(newFileList);
// Reset list
newFileList.Clear();
ReportPartialProgress();
}
}
}
if (newFileList.Any())
{
SaveFiles(newFileList);
}
ReportProgress(100, string.Format("Finished documents import: {0:N0} ministry documents imported.", completedItems));
return(completedItems);
}
/// <summary>
/// Maps the notes.
/// </summary>
/// <param name="tableData">The table data.</param>
public void MapNotes(IQueryable <Row> tableData)
{
var lookupContext = new RockContext();
var categoryService = new CategoryService(lookupContext);
var personService = new PersonService(lookupContext);
var noteTypes = new NoteTypeService(lookupContext).Queryable().AsNoTracking().ToList();
var personalNoteType = noteTypes.FirstOrDefault(nt => nt.Guid == new Guid(Rock.SystemGuid.NoteType.PERSON_TIMELINE_NOTE));
var importedUsers = new UserLoginService(lookupContext).Queryable().AsNoTracking()
.Where(u => u.ForeignId != null)
.ToDictionary(t => t.ForeignId, t => t.PersonId);
var noteList = new List <Note>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying note import ({0:N0} found).", totalRows));
foreach (var row in tableData.Where(r => r != null))
{
string text = row["Note_Text"] as string;
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
var noteTypeActive = row["NoteTypeActive"] as Boolean?;
bool noteArchived = false;
if (row.Columns.FirstOrDefault(v => v.Name.Equals("IsInactive")) != null)
{
/* =====================================================================
* the NoteArchived column *should* work, but OrcaMDF won't read it...
* instead check for a manually added column: IsInactive int null
* var noteActive = row["NoteArchived"] as Boolean?;
* if ( noteActive == null ) throw new NullReferenceException();
* /* ===================================================================== */
var rowInactiveValue = row["IsInactive"] as int?;
noteArchived = rowInactiveValue.Equals(1);
}
var personKeys = GetPersonKeys(individualId, householdId);
if (personKeys != null && !string.IsNullOrWhiteSpace(text) && noteTypeActive == true && !noteArchived)
{
DateTime?dateCreated = row["NoteCreated"] as DateTime?;
string noteType = row["Note_Type_Name"] as string;
var note = new Note();
note.CreatedDateTime = dateCreated;
note.EntityId = personKeys.PersonId;
// These replace methods don't like being chained together
text = Regex.Replace(text, @"\t|\ ", " ");
text = text.Replace("-", "-");
text = text.Replace("<", "<");
text = text.Replace(">", ">");
text = text.Replace("&", "&");
text = text.Replace(""", @"""");
text = text.Replace("
", string.Empty);
note.Text = text.Trim();
int?userId = row["NoteCreatedByUserID"] as int?;
if (userId != null && importedUsers.ContainsKey(userId))
{
var userKeys = ImportedPeople.FirstOrDefault(p => p.PersonId == (int)importedUsers[userId]);
if (userKeys != null)
{
note.CreatedByPersonAliasId = userKeys.PersonAliasId;
}
}
int?matchingNoteTypeId = null;
if (!noteType.StartsWith("General", StringComparison.InvariantCultureIgnoreCase))
{
matchingNoteTypeId = noteTypes.Where(nt => nt.Name == noteType).Select(i => (int?)i.Id).FirstOrDefault();
}
else
{
matchingNoteTypeId = personalNoteType.Id;
}
if (matchingNoteTypeId != null)
{
note.NoteTypeId = (int)matchingNoteTypeId;
}
else
{
// create the note type
var newNoteType = new NoteType();
newNoteType.EntityTypeId = personalNoteType.EntityTypeId;
newNoteType.EntityTypeQualifierColumn = string.Empty;
newNoteType.EntityTypeQualifierValue = string.Empty;
newNoteType.UserSelectable = true;
newNoteType.IsSystem = false;
newNoteType.Name = noteType;
newNoteType.Order = 0;
lookupContext.NoteTypes.Add(newNoteType);
lookupContext.SaveChanges(DisableAuditing);
noteTypes.Add(newNoteType);
note.NoteTypeId = newNoteType.Id;
}
noteList.Add(note);
completed++;
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} notes imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
SaveNotes(noteList);
ReportPartialProgress();
noteList.Clear();
}
}
}
if (noteList.Any())
{
SaveNotes(noteList);
}
ReportProgress(100, string.Format("Finished note import: {0:N0} notes imported.", completed));
}
/// <summary>
/// Loads the family data.
/// </summary>
/// <param name="csvData">The CSV data.</param>
private int LoadFamily(CsvDataModel csvData)
{
// Required variables
var lookupContext = new RockContext();
var locationService = new LocationService(lookupContext);
int familyGroupTypeId = GroupTypeCache.GetFamilyGroupType().Id;
int numImportedFamilies = ImportedPeople.Select(p => p.ForeignId).Distinct().Count();
int homeLocationTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME)).Id;
int workLocationTypeId = DefinedValueCache.Read(new Guid("E071472A-F805-4FC4-917A-D5E3C095C35C")).Id;
var currentFamilyGroup = new Group();
var newFamilyList = new List <Group>();
var newGroupLocations = new Dictionary <GroupLocation, string>();
string currentFamilyId = string.Empty;
int completed = 0;
ReportProgress(0, string.Format("Starting family import ({0:N0} already exist).", numImportedFamilies));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
string rowFamilyId = row[FamilyId];
string rowFamilyName = row[FamilyName];
if (!string.IsNullOrWhiteSpace(rowFamilyId) && rowFamilyId != currentFamilyGroup.ForeignId)
{
currentFamilyGroup = ImportedPeople.FirstOrDefault(p => p.ForeignId == rowFamilyId);
if (currentFamilyGroup == null)
{
currentFamilyGroup = new Group();
currentFamilyGroup.ForeignId = rowFamilyId;
currentFamilyGroup.Name = row[FamilyName];
currentFamilyGroup.CreatedByPersonAliasId = ImportPersonAlias.Id;
currentFamilyGroup.GroupTypeId = familyGroupTypeId;
newFamilyList.Add(currentFamilyGroup);
}
// Set the family campus
string campusName = row[Campus];
if (!string.IsNullOrWhiteSpace(campusName))
{
var familyCampus = CampusList.Where(c => c.Name.StartsWith(campusName) || c.ShortCode.StartsWith(campusName)).FirstOrDefault();
if (familyCampus == null)
{
familyCampus = new Campus();
familyCampus.IsSystem = false;
familyCampus.Name = campusName;
lookupContext.Campuses.Add(familyCampus);
lookupContext.SaveChanges(true);
}
// This won't assign a campus if the family already exists because the context doesn't get saved
currentFamilyGroup.CampusId = familyCampus.Id;
}
// Add the family addresses since they exist in this file
string famAddress = row[Address];
string famAddress2 = row[Address2];
string famCity = row[City];
string famState = row[State];
string famZip = row[Zip];
string famCountry = row[Country];
// Use the core Rock location service to add or lookup an address
Location primaryAddress = locationService.Get(famAddress, famAddress2, famCity, famState, famZip, famCountry);
if (primaryAddress != null)
{
primaryAddress.Name = currentFamilyGroup.Name + " Home";
var primaryLocation = new GroupLocation();
primaryLocation.LocationId = primaryAddress.Id;
primaryLocation.IsMailingLocation = true;
primaryLocation.IsMappedLocation = true;
primaryLocation.GroupLocationTypeValueId = homeLocationTypeId;
newGroupLocations.Add(primaryLocation, rowFamilyId);
}
string famSecondAddress = row[SecondaryAddress];
string famSecondAddress2 = row[SecondaryAddress2];
string famSecondCity = row[SecondaryCity];
string famSecondState = row[SecondaryState];
string famSecondZip = row[SecondaryZip];
string famSecondCountry = row[SecondaryCountry];
Location secondaryAddress = locationService.Get(famSecondAddress, famSecondAddress2, famSecondCity, famSecondState, famSecondZip, famSecondCountry);
if (secondaryAddress != null)
{
secondaryAddress.Name = currentFamilyGroup.Name + " Work";
var secondaryLocation = new GroupLocation();
secondaryLocation.LocationId = primaryAddress.Id;
secondaryLocation.IsMailingLocation = true;
secondaryLocation.IsMappedLocation = true;
secondaryLocation.GroupLocationTypeValueId = workLocationTypeId;
newGroupLocations.Add(secondaryLocation, rowFamilyId);
}
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} families imported.", completed));
}
else if (completed % ReportingNumber < 1)
{
SaveFamilies(newFamilyList, newGroupLocations);
ReportPartialProgress();
// Reset lookup context
lookupContext = new RockContext();
locationService = new LocationService(lookupContext);
newFamilyList.Clear();
newGroupLocations.Clear();
}
}
}
// Check to see if any rows didn't get saved to the database
if (newGroupLocations.Any())
{
SaveFamilies(newFamilyList, newGroupLocations);
}
ReportProgress(0, string.Format("Finished family import: {0:N0} families imported.", completed));
return(completed);
}