/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapContribution( IQueryable<Row> tableData, List<string> selectedColumns = null )
{
var lookupContext = new RockContext();
int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ), lookupContext ).Id;
var transactionTypeEventRegistrationId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_EVENT_REGISTRATION ), lookupContext ).Id;
int currencyTypeACH = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ), lookupContext ).Id;
int currencyTypeCash = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ), lookupContext ).Id;
int currencyTypeCheck = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ), lookupContext ).Id;
int currencyTypeCreditCard = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ), lookupContext ).Id;
var refundReasons = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ), lookupContext ).DefinedValues;
List<FinancialPledge> pledgeList = new FinancialPledgeService( lookupContext ).Queryable().ToList();
List<FinancialAccount> accountList = new FinancialAccountService( lookupContext ).Queryable().ToList();
// Get all imported contributions
var importedContributions = new FinancialTransactionService( lookupContext ).Queryable()
.Select( t => new { ContributionId = t.ForeignId, TransactionId = t.Id } )
.ToDictionary( t => t.ContributionId.AsType<int?>(), t => (int?)t.TransactionId );
var householdAVList = new AttributeValueService( lookupContext ).Queryable().Where( av => av.AttributeId == HouseholdAttributeId ).ToList();
// List for batching new contributions
var newTransactions = new List<FinancialTransaction>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying contribution import ({0:N0} found, {1:N0} already exist).", totalRows, importedContributions.Count() ) );
foreach ( var row in tableData )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? contributionId = row["ContributionID"] as int?;
if ( contributionId != null && !importedContributions.ContainsKey( contributionId ) )
{
var transaction = new FinancialTransaction();
string fundName = row["Fund_Name"] as string;
//Crossroads - Anything under a fund name that starts with Receipt - is an Event Registration.
if ( fundName.StartsWith( "Receipt -" ) ) { transaction.TransactionTypeValueId = transactionTypeEventRegistrationId; }
else { transaction.TransactionTypeValueId = transactionTypeContributionId; }
int? associatedPersonId;
if ( individualId != null ) { associatedPersonId = GetPersonAliasId( individualId, householdId ); } //will get the exact person if Individual Id is not null.
else { associatedPersonId = GetPersonId( householdAVList, householdId ); } //Will attempt to get the Head first, then Spouse, then Child. Will exclude Other and Visitor
if ( associatedPersonId != null )
{
transaction.AuthorizedPersonAliasId = associatedPersonId;
transaction.CreatedByPersonAliasId = ImportPersonAlias.Id;
transaction.ProcessedByPersonAliasId = associatedPersonId;
transaction.ForeignId = contributionId.ToString();
string summary = row["Memo"] as string;
if ( summary != null )
{
transaction.Summary = summary;
}
int? batchId = row["BatchID"] as int?;
if ( batchId != null && ImportedBatches.Any( b => b.Key == batchId ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key == batchId ).Value;
}
DateTime? receivedDate = row["Received_Date"] as DateTime?;
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
}
bool isTypeNonCash = false;
string contributionType = row["Contribution_Type_Name"].ToString().ToLower();
if ( contributionType != null )
{
if ( contributionType == "ach" )
{
transaction.CurrencyTypeValueId = currencyTypeACH;
}
else if ( contributionType == "cash" )
{
transaction.CurrencyTypeValueId = currencyTypeCash;
}
else if ( contributionType == "check" )
{
transaction.CurrencyTypeValueId = currencyTypeCheck;
}
else if ( contributionType == "credit card" )
{
transaction.CurrencyTypeValueId = currencyTypeCreditCard;
}
else
{
isTypeNonCash = true;
}
}
string checkNumber = row["Check_Number"] as string;
if ( checkNumber != null && checkNumber.AsType<int?>() != null )
{
// routing & account set to zero
transaction.CheckMicrEncrypted = Encryption.EncryptString( string.Format( "{0}_{1}_{2}", 0, 0, checkNumber ) );
}
decimal? amount = row["Amount"] as decimal?;
if ( fundName != null & amount != null )
{
FinancialAccount matchingAccount = null;
int? parentAccountId = null;
string parentAccountName = String.Empty;
int? fundCampusId = null;
fundName = fundName.Trim();
string subFund = row["Sub_Fund_Name"] as string;
if ( subFund != null )
{
subFund = subFund.Trim();
// Check if subfund was used to mark a multi-site campus
fundCampusId = CampusList.Where( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) )
.Select( c => (int?)c.Id ).FirstOrDefault();
// Matched a campus, check to see if an account exists for that campus already
if ( fundCampusId != null )
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName )
&& a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
// No campus match, look for an account that matches parent name and subfund name
matchingAccount = accountList.FirstOrDefault( a => a.ParentAccountId != null && a.ParentAccount.Name.Equals( fundName ) && a.Name.Equals( subFund ) );
if ( matchingAccount == null )
{
// Check if a parent account exists already
FinancialAccount parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, fundCampusId );
accountList.Add( parentAccount );
}
// set data for subfund to be created
parentAccountId = parentAccount.Id;
fundName = subFund;
parentAccountName = parentAccount.Name;
}
}
}
else
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) && a.CampusId == null );
}
if ( matchingAccount == null )
{
// No account matches, create the new account with campus Id and parent Id if they were set
matchingAccount = AddAccount( lookupContext, fundName, fundCampusId, parentAccountName, parentAccountId );
accountList.Add( matchingAccount );
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = matchingAccount.Id;
transactionDetail.IsNonCash = isTypeNonCash;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
var transactionRefund = new FinancialTransactionRefund();
transactionRefund.CreatedDateTime = receivedDate;
transactionRefund.RefundReasonSummary = summary;
transactionRefund.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Value.Contains( summary ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
transaction.Refund = transactionRefund;
}
}
newTransactions.Add( transaction );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} contributions imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SaveContributions( newTransactions );
newTransactions.Clear();
ReportPartialProgress();
}
}
}
}
if ( newTransactions.Any() )
{
SaveContributions( newTransactions );
}
ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
}
