/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override System.Linq.Expressions.Expression GetExpression(Type entityType, Data.IService serviceInstance, System.Linq.Expressions.ParameterExpression parameterExpression, string selection)
{
string[] selectionValues = selection.Split('|');
if (selectionValues.Length >= 1)
{
var accountGuids = selectionValues[0].Split(',').Select(a => a.AsGuid()).ToList();
var accountIds = new FinancialAccountService((RockContext)serviceInstance.Context).GetByGuids(accountGuids).Select(a => a.Id).ToList();
var qry = new FinancialScheduledTransactionDetailService((RockContext)serviceInstance.Context).Queryable()
.Where(p => accountIds.Contains(p.AccountId));
Expression extractedFilterExpression = FilterExpressionExtractor.Extract <Rock.Model.FinancialScheduledTransactionDetail>(qry, parameterExpression, "p");
return(extractedFilterExpression);
}
return(null);
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
Person person = null;
if (TargetPerson != null)
{
person = TargetPerson;
}
else
{
int?personId = gfPledges.GetUserPreference("Person").AsIntegerOrNull();
if (personId.HasValue)
{
person = new PersonService(rockContext).Get(personId.Value);
}
}
if (person != null)
{
// if a person is specified, get pledges for that person ( and also anybody in their GivingUnit )
pledges = pledges.Where(p => p.PersonAlias.Person.GivingId == person.GivingId);
}
// get the accounts and make sure they still exist by checking the database
var accountIds = gfPledges.GetUserPreference("Accounts").Split(',').AsIntegerList();
accountIds = new FinancialAccountService(rockContext).GetByIds(accountIds).Select(a => a.Id).ToList();
if (accountIds.Any())
{
pledges = pledges.Where(p => p.AccountId.HasValue && accountIds.Contains(p.AccountId.Value));
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfPledges.GetUserPreference("Date Range");
var filterStartDate = drp.LowerValue ?? DateTime.MinValue;
var filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
pledges = pledges.Where(p => !(p.StartDate > filterEndDate) && !(p.EndDate < filterStartDate));
gPledges.DataSource = sortProperty != null?pledges.Sort(sortProperty).ToList() : pledges.OrderBy(p => p.AccountId).ToList();
gPledges.DataBind();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService( rockContext );
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
Person person = null;
if ( TargetPerson != null )
{
person = TargetPerson;
}
else
{
int? personId = gfPledges.GetUserPreference( "Person" ).AsIntegerOrNull();
if ( personId.HasValue && ppFilterPerson.Visible )
{
person = new PersonService( rockContext ).Get( personId.Value );
}
}
if ( person != null )
{
// if a person is specified, get pledges for that person ( and also anybody in their GivingUnit )
pledges = pledges.Where( p => p.PersonAlias.Person.GivingId == person.GivingId );
}
// get the accounts and make sure they still exist by checking the database
var accountIds = gfPledges.GetUserPreference( "Accounts" ).Split( ',' ).AsIntegerList();
accountIds = new FinancialAccountService( rockContext ).GetByIds( accountIds ).Select( a => a.Id ).ToList();
if ( accountIds.Any() && apFilterAccount.Visible )
{
pledges = pledges.Where( p => p.AccountId.HasValue && accountIds.Contains( p.AccountId.Value ) );
}
// Date Range
var drp = new DateRangePicker();
drp.DelimitedValues = gfPledges.GetUserPreference( "Date Range" );
var filterStartDate = drp.LowerValue ?? DateTime.MinValue;
var filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
if (filterEndDate != DateTime.MaxValue)
{
filterEndDate = filterEndDate.AddDays( 1 );
}
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
if ( drpDates.Visible )
{
pledges = pledges.Where( p => !(p.StartDate > filterEndDate) && !(p.EndDate < filterStartDate) );
}
// Last Modified
drp.DelimitedValues = gfPledges.GetUserPreference( "Last Modified" );
filterStartDate = drp.LowerValue ?? DateTime.MinValue;
filterEndDate = drp.UpperValue ?? DateTime.MaxValue;
if (filterEndDate != DateTime.MaxValue)
{
filterEndDate = filterEndDate.AddDays( 1 );
}
if ( drpLastModifiedDates.Visible )
{
pledges = pledges.Where( p => !(p.ModifiedDateTime >= filterEndDate) && !(p.ModifiedDateTime <= filterStartDate) );
}
gPledges.DataSource = sortProperty != null ? pledges.Sort( sortProperty ).ToList() : pledges.OrderBy( p => p.AccountId ).ToList();
gPledges.DataBind();
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var rockContext = new RockContext();
var pledgeService = new FinancialPledgeService(rockContext);
var sortProperty = gPledges.SortProperty;
var pledges = pledgeService.Queryable();
Person person = null;
if (TargetPerson != null)
{
person = TargetPerson;
}
else
{
int?personId = gfPledges.GetUserPreference("Person").AsIntegerOrNull();
if (personId.HasValue && ppFilterPerson.Visible)
{
person = new PersonService(rockContext).Get(personId.Value);
}
}
if (person != null)
{
// if a person is specified, get pledges for that person ( and also anybody in their GivingUnit )
pledges = pledges.Where(p => p.PersonAlias.Person.GivingId == person.GivingId);
}
// Filter by configured limit accounts if specified.
var accountGuids = GetAttributeValue("Accounts").SplitDelimitedValues().AsGuidList();
if (accountGuids.Any())
{
pledges = pledges.Where(p => accountGuids.Contains(p.Account.Guid));
}
// get the accounts and make sure they still exist by checking the database
var accountIds = gfPledges.GetUserPreference("Accounts").Split(',').AsIntegerList();
accountIds = new FinancialAccountService(rockContext).GetByIds(accountIds).Select(a => a.Id).ToList();
if (accountIds.Any() && apFilterAccount.Visible)
{
pledges = pledges.Where(p => p.AccountId.HasValue && accountIds.Contains(p.AccountId.Value));
}
// Date Range
DateRange filterDateRange = DateRangePicker.CalculateDateRangeFromDelimitedValues(gfPledges.GetUserPreference("Date Range"));
var filterStartDate = filterDateRange.Start ?? DateTime.MinValue;
var filterEndDate = filterDateRange.End ?? DateTime.MaxValue;
/****
* Include any pledges whose Start/EndDates overlap with the Filtered Date Range
*
* * Pledge1 Range 1/1/2011 - 12/31/2011
* * Pledge2 Range 1/1/0000 - 1/1/9999
* * Pledge3 Range 6/1/2011 - 6/1/2012
*
* Filter1 Range 1/1/2010 - 1/1/2013
* * * All Pledges should show
* Filter1 Range 1/1/2012 - 1/1/2013
* * * Pledge2 and Pledge3 should show
* Filter2 Range 5/1/2012 - 5/2/2012
* * * Pledge2 and Pledge3 should show
* Filter3 Range 5/1/2012 - 1/1/9999
* * * Pledge2 and Pledge3 should show
* Filter4 Range 5/1/2010 - 5/1/2010
* * * Pledge2 should show
***/
// exclude pledges that start after the filter's end date or end before the filter's start date
if (drpDates.Visible && (filterDateRange.Start.HasValue || filterDateRange.End.HasValue))
{
pledges = pledges.Where(p => !(p.StartDate > filterEndDate) && !(p.EndDate < filterStartDate));
}
// Last Modified
DateRange filterModifiedDateRange = DateRangePicker.CalculateDateRangeFromDelimitedValues(gfPledges.GetUserPreference("Last Modified"));
var filterModifiedStartDate = filterModifiedDateRange.Start ?? DateTime.MinValue;
var filterModifiedEndDate = filterModifiedDateRange.End ?? DateTime.MaxValue;
if (drpLastModifiedDates.Visible && (filterModifiedDateRange.Start.HasValue || filterModifiedDateRange.End.HasValue))
{
pledges = pledges.Where(p => !(p.ModifiedDateTime >= filterModifiedEndDate) && !(p.ModifiedDateTime <= filterModifiedStartDate));
}
gPledges.DataSource = sortProperty != null?pledges.Sort(sortProperty).ToList() : pledges.OrderBy(p => p.AccountId).ToList();
gPledges.DataBind();
var showAccountSummary = this.GetAttributeValue("ShowAccountSummary").AsBoolean();
if (showAccountSummary || TargetPerson == null)
{
pnlSummary.Visible = true;
var summaryList = pledges
.GroupBy(a => a.AccountId)
.Select(a => new AccountSummaryRow
{
AccountId = a.Key.Value,
TotalAmount = a.Sum(x => x.TotalAmount),
Name = a.Select(p => p.Account.Name).FirstOrDefault(),
Order = a.Select(p => p.Account.Order).FirstOrDefault()
}).ToList();
var grandTotalAmount = (summaryList.Count > 0) ? summaryList.Sum(a => a.TotalAmount) : 0;
lGrandTotal.Text = grandTotalAmount.FormatAsCurrency();
rptAccountSummary.DataSource = summaryList.Select(a => new { a.Name, TotalAmount = a.TotalAmount.FormatAsCurrency() }).ToList();
rptAccountSummary.DataBind();
}
else
{
pnlSummary.Visible = false;
}
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression( Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection )
{
var rockContext = (RockContext)serviceInstance.Context;
string[] selectionValues = selection.Split( '|' );
if ( selectionValues.Length < 3 )
{
return null;
}
DateTime? startDate = selectionValues[0].AsDateTime();
DateTime? endDate = selectionValues[1].AsDateTime();
var accountGuids = selectionValues[2].Split( ',' ).Select( a => a.AsGuid() ).ToList();
var accountIdList = new FinancialAccountService( (RockContext)serviceInstance.Context ).GetByGuids( accountGuids ).Select( a => a.Id ).ToList();
int transactionTypeContributionId = Rock.Web.Cache.DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() ).Id;
var financialTransactionsQry = new FinancialTransactionService( rockContext ).Queryable()
.Where( xx => xx.TransactionTypeValueId == transactionTypeContributionId );
if ( accountIdList.Any() )
{
if ( accountIdList.Count == 1 )
{
int accountId = accountIdList.First();
financialTransactionsQry = financialTransactionsQry.Where( xx => xx.TransactionDetails.Any( a => a.AccountId == accountId ) );
}
else
{
financialTransactionsQry = financialTransactionsQry.Where( xx => xx.TransactionDetails.Any( a => accountIdList.Contains( a.AccountId ) ) );
}
}
var firstContributionDateQry = financialTransactionsQry
.GroupBy( xx => xx.AuthorizedPersonAlias.PersonId )
.Select( ss => new
{
PersonId = ss.Key,
FirstTransactionDateTime = ss.Min( a => a.TransactionDateTime )
} );
if ( startDate.HasValue )
{
firstContributionDateQry = firstContributionDateQry.Where( xx => xx.FirstTransactionDateTime >= startDate.Value );
}
if ( endDate.HasValue )
{
firstContributionDateQry = firstContributionDateQry.Where( xx => xx.FirstTransactionDateTime < endDate );
}
var innerQry = firstContributionDateQry.Select( xx => xx.PersonId ).AsQueryable();
var qry = new PersonService( rockContext ).Queryable()
.Where( p => innerQry.Any( xx => xx == p.Id ) );
Expression extractedFilterExpression = FilterExpressionExtractor.Extract<Rock.Model.Person>( qry, parameterExpression, "p" );
return extractedFilterExpression;
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression(Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection)
{
var rockContext = (RockContext)serviceInstance.Context;
string[] selectionValues = selection.Split('|');
if (selectionValues.Length < 3)
{
return(null);
}
DateRange dateRange;
if (selectionValues.Length >= 4)
{
string slidingDelimitedValues = selectionValues[3].Replace(',', '|');
dateRange = SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues(slidingDelimitedValues);
}
else
{
// if converting from a previous version of the selection
DateTime?startDate = selectionValues[0].AsDateTime();
DateTime?endDate = selectionValues[1].AsDateTime();
dateRange = new DateRange(startDate, endDate);
if (dateRange.End.HasValue)
{
// the DateRange picker doesn't automatically add a full day to the end date
dateRange.End.Value.AddDays(1);
}
}
var accountGuids = selectionValues[2].Split(',').Select(a => a.AsGuid()).ToList();
var accountIdList = new FinancialAccountService((RockContext)serviceInstance.Context).GetByGuids(accountGuids).Select(a => a.Id).ToList();
int transactionTypeContributionId = Rock.Web.Cache.DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()).Id;
var financialTransactionsQry = new FinancialTransactionService(rockContext).Queryable()
.Where(xx => xx.TransactionTypeValueId == transactionTypeContributionId);
if (accountIdList.Any())
{
if (accountIdList.Count == 1)
{
int accountId = accountIdList.First();
financialTransactionsQry = financialTransactionsQry.Where(xx => xx.TransactionDetails.Any(a => a.AccountId == accountId));
}
else
{
financialTransactionsQry = financialTransactionsQry.Where(xx => xx.TransactionDetails.Any(a => accountIdList.Contains(a.AccountId)));
}
}
var firstContributionDateQry = financialTransactionsQry
.GroupBy(xx => xx.AuthorizedPersonAlias.PersonId)
.Select(ss => new
{
PersonId = ss.Key,
FirstTransactionSundayDate = ss.Min(a => a.SundayDate)
});
if (dateRange.Start.HasValue)
{
firstContributionDateQry = firstContributionDateQry.Where(xx => xx.FirstTransactionSundayDate >= dateRange.Start.Value);
}
if (dateRange.End.HasValue)
{
firstContributionDateQry = firstContributionDateQry.Where(xx => xx.FirstTransactionSundayDate < dateRange.End.Value);
}
var innerQry = firstContributionDateQry.Select(xx => xx.PersonId).AsQueryable();
var qry = new PersonService(rockContext).Queryable()
.Where(p => innerQry.Any(xx => xx == p.Id));
Expression extractedFilterExpression = FilterExpressionExtractor.Extract <Rock.Model.Person>(qry, parameterExpression, "p");
return(extractedFilterExpression);
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression(Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection)
{
var rockContext = (RockContext)serviceInstance.Context;
string[] selectionValues = selection.Split('|');
if (selectionValues.Length < 3)
{
return(null);
}
DateTime?startDate = selectionValues[0].AsDateTime();
DateTime?endDate = selectionValues[1].AsDateTime();
var accountGuids = selectionValues[2].Split(',').Select(a => a.AsGuid()).ToList();
var accountIdList = new FinancialAccountService((RockContext)serviceInstance.Context).GetByGuids(accountGuids).Select(a => a.Id).ToList();
int transactionTypeContributionId = Rock.Web.Cache.DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()).Id;
var financialTransactionsQry = new FinancialTransactionService(rockContext).Queryable()
.Where(xx => xx.TransactionTypeValueId == transactionTypeContributionId);
if (accountIdList.Any())
{
if (accountIdList.Count == 1)
{
int accountId = accountIdList.First();
financialTransactionsQry = financialTransactionsQry.Where(xx => xx.TransactionDetails.Any(a => a.AccountId == accountId));
}
else
{
financialTransactionsQry = financialTransactionsQry.Where(xx => xx.TransactionDetails.Any(a => accountIdList.Contains(a.AccountId)));
}
}
var firstContributionDateQry = financialTransactionsQry
.GroupBy(xx => xx.AuthorizedPersonAlias.PersonId)
.Select(ss => new
{
PersonId = ss.Key,
FirstTransactionSundayDate = ss.Min(a => a.SundayDate)
});
if (startDate.HasValue)
{
firstContributionDateQry = firstContributionDateQry.Where(xx => xx.FirstTransactionSundayDate >= startDate.Value);
}
if (endDate.HasValue)
{
firstContributionDateQry = firstContributionDateQry.Where(xx => xx.FirstTransactionSundayDate < endDate);
}
var innerQry = firstContributionDateQry.Select(xx => xx.PersonId).AsQueryable();
var qry = new PersonService(rockContext).Queryable()
.Where(p => innerQry.Any(xx => xx == p.Id));
Expression extractedFilterExpression = FilterExpressionExtractor.Extract <Rock.Model.Person>(qry, parameterExpression, "p");
return(extractedFilterExpression);
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression(Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection)
{
var rockContext = ( RockContext )serviceInstance.Context;
var selectionConfig = SelectionConfig.Parse(selection) ?? new SelectionConfig();
ComparisonType comparisonType = selectionConfig.ComparisonType;
decimal amount = selectionConfig.Amount ?? 0.00M;
DateRange dateRange = SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues(selectionConfig.SlidingDateRangePickerDelimitedValues);
var accountGuids = selectionConfig.AccountGuids;
List <int> accountIdList;
if (accountGuids != null && accountGuids.Any())
{
var financialAccountService = new FinancialAccountService(( RockContext )serviceInstance.Context);
accountIdList = financialAccountService.GetByGuids(accountGuids).Select(a => a.Id).ToList();
if (selectionConfig.IncludeChildAccounts)
{
var parentAccountIds = accountIdList.ToList();
foreach (var parentAccountId in parentAccountIds)
{
var descendantChildAccountIds = financialAccountService.GetAllDescendentIds(parentAccountId);
accountIdList.AddRange(descendantChildAccountIds);
}
}
}
else
{
accountIdList = new List <int>();
}
bool combineGiving = selectionConfig.CombineGiving;
int transactionTypeContributionId = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()).Id;
bool useAnalyticsModels = selectionConfig.UseAnalyticsModels;
IQueryable <TransactionDetailData> financialTransactionDetailBaseQry;
if (useAnalyticsModels)
{
financialTransactionDetailBaseQry = new AnalyticsSourceFinancialTransactionService(rockContext).Queryable()
.Where(xx => xx.AuthorizedPersonAliasId.HasValue)
.Where(xx => xx.TransactionTypeValueId == transactionTypeContributionId)
.Select(ss => new TransactionDetailData
{
AuthorizedPersonAliasId = ss.AuthorizedPersonAliasId.Value,
TransactionDateTime = ss.TransactionDateTime,
Amount = ss.Amount,
AccountId = ss.AccountId ?? 0
});
}
else
{
financialTransactionDetailBaseQry = new FinancialTransactionDetailService(rockContext).Queryable()
.Where(xx => xx.Transaction.AuthorizedPersonAliasId.HasValue)
.Where(xx => xx.Transaction.TransactionDateTime.HasValue)
.Where(xx => xx.Transaction.TransactionTypeValueId == transactionTypeContributionId)
.Select(ss => new TransactionDetailData
{
AuthorizedPersonAliasId = ss.Transaction.AuthorizedPersonAliasId.Value,
TransactionDateTime = ss.Transaction.TransactionDateTime.Value,
Amount = ss.Amount,
AccountId = ss.AccountId
});
}
if (dateRange.Start.HasValue)
{
financialTransactionDetailBaseQry = financialTransactionDetailBaseQry.Where(xx => xx.TransactionDateTime >= dateRange.Start.Value);
}
if (dateRange.End.HasValue)
{
financialTransactionDetailBaseQry = financialTransactionDetailBaseQry.Where(xx => xx.TransactionDateTime < dateRange.End.Value);
}
if (accountIdList.Any())
{
if (accountIdList.Count() == 1)
{
var accountId = accountIdList[0];
financialTransactionDetailBaseQry = financialTransactionDetailBaseQry.Where(x => accountId == x.AccountId);
}
else
{
financialTransactionDetailBaseQry = financialTransactionDetailBaseQry.Where(x => accountIdList.Contains(x.AccountId));
}
}
if (selectionConfig.IgnoreInactiveAccounts)
{
var inactiveAccountIdQuery = new FinancialAccountService(rockContext).Queryable().Where(a => !a.IsActive).Select(a => a.Id);
financialTransactionDetailBaseQry = financialTransactionDetailBaseQry.Where(a => !inactiveAccountIdQuery.Contains(a.AccountId));
}
bool excludePersonsWithTransactions = false;
// Create explicit joins to person alias and person tables so that rendered SQL has an INNER Joins vs OUTER joins on Person and PersonAlias
var personAliasQry = new PersonAliasService(rockContext).Queryable();
var personQryForJoin = new PersonService(rockContext).Queryable(true);
var financialTransactionDetailAmountQry = financialTransactionDetailBaseQry
.Join(
personAliasQry,
t => t.AuthorizedPersonAliasId,
pa => pa.Id,
(t, pa) => new { TransactionDetailData = t, PersonId = pa.PersonId })
.Join(
personQryForJoin,
j1 => j1.PersonId,
p => p.Id,
(j1, p) => new { Amount = j1.TransactionDetailData.Amount, Person = p });
IQueryable <GiverAmountInfo> financialTransactionGivingAmountQry;
if (combineGiving)
{
var financialTransactionGroupByQuery = financialTransactionDetailAmountQry.GroupBy(xx => xx.Person.GivingId);
financialTransactionGivingAmountQry = financialTransactionGroupByQuery
.Select(xx => new GiverAmountInfo {
GivingId = xx.Key, TotalAmount = xx.Sum(ss => ss.Amount)
});
}
else
{
var financialTransactionGroupByQuery = financialTransactionDetailAmountQry.GroupBy(xx => xx.Person.Id);
financialTransactionGivingAmountQry = financialTransactionGroupByQuery
.Select(xx => new GiverAmountInfo {
PersonId = xx.Key, TotalAmount = xx.Sum(ss => ss.Amount)
});
}
if (comparisonType == ComparisonType.LessThan)
{
// NOTE: Since we want people that have less than the specified, but also want to include people to didn't give anything at all (no transactions)
// make this query the same as the GreaterThan, but use it to EXCLUDE people that gave MORE than the specified amount. That
// way the filter will include people that had no transactions for the specified date/range and account
financialTransactionGivingAmountQry = financialTransactionGivingAmountQry.Where(xx => xx.TotalAmount >= amount);
excludePersonsWithTransactions = true;
}
else if (comparisonType == ComparisonType.EqualTo)
{
if (amount == 0.00M)
{
// NOTE: If we want to list people that gave $0.00 (they didn't giving anything)
// EXCLUDE people that gave any amount
excludePersonsWithTransactions = true;
}
else
{
financialTransactionGivingAmountQry = financialTransactionGivingAmountQry.Where(xx => xx.TotalAmount == amount);
}
}
else if (comparisonType == ComparisonType.GreaterThanOrEqualTo)
{
// NOTE: if the amount filter is 'they gave $0.00 or more', and doing a GreaterThanOrEqualTo, then we don't need to calculate and compare against TotalAmount
if (amount == 0.00M)
{
// no need to filter by amount if greater than or equal to $0.00
}
else
{
financialTransactionGivingAmountQry = financialTransactionGivingAmountQry.Where(xx => xx.TotalAmount >= amount);
}
}
IQueryable <Model.Person> qry;
if (combineGiving)
{
if (excludePersonsWithTransactions)
{
// the filter is for people that gave LESS than the specified amount, so return people that didn't give MORE than the specified amount
qry = new PersonService(rockContext).Queryable().Where(p => !financialTransactionGivingAmountQry.Any(xx => xx.GivingId == p.GivingId));
}
else
{
qry = new PersonService(rockContext).Queryable().Where(p => financialTransactionGivingAmountQry.Any(xx => xx.GivingId == p.GivingId));
}
}
else
{
if (excludePersonsWithTransactions)
{
// the filter is for people that gave LESS than the specified amount, so return people that didn't give MORE than the specified amount
qry = new PersonService(rockContext).Queryable().Where(p => !financialTransactionGivingAmountQry.Any(xx => xx.PersonId == p.Id));
}
else
{
qry = new PersonService(rockContext).Queryable().Where(p => financialTransactionGivingAmountQry.Any(xx => xx.PersonId == p.Id));
}
}
Expression extractedFilterExpression = FilterExpressionExtractor.Extract <Rock.Model.Person>(qry, parameterExpression, "p");
return(extractedFilterExpression);
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression(Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection)
{
var rockContext = (RockContext)serviceInstance.Context;
SelectionConfig selectionConfig = SelectionConfig.Parse(selection);
if (selectionConfig == null)
{
return(null);
}
DateRange dateRange = SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues(selectionConfig.DelimitedValues);
int transactionTypeContributionId = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid()).Id;
var financialTransactionBaseQry = new FinancialTransactionService(rockContext)
.Queryable()
.Where(xx => xx.TransactionTypeValueId == transactionTypeContributionId);
var accountIdList = new FinancialAccountService(( RockContext )serviceInstance.Context).GetByGuids(selectionConfig.AccountGuids).Select(a => a.Id).ToList();
if (accountIdList.Any())
{
if (accountIdList.Count == 1)
{
int accountId = accountIdList.First();
financialTransactionBaseQry = financialTransactionBaseQry.Where(xx => xx.TransactionDetails.Any(a => a.AccountId == accountId));
}
else
{
financialTransactionBaseQry = financialTransactionBaseQry.Where(xx => xx.TransactionDetails.Any(a => accountIdList.Contains(a.AccountId)));
}
}
var personAliasQry = new PersonAliasService(rockContext).Queryable();
var personQryForJoin = new PersonService(rockContext).Queryable();
// Create explicit joins to person alias and person tables so that rendered SQL has an INNER Joins vs OUTER joins on PersonAlias
var financialTransactionsQry = financialTransactionBaseQry
.Join(personAliasQry, t => t.AuthorizedPersonAliasId, pa => pa.Id, (t, pa) => new
{
txn = t,
PersonId = pa.PersonId
});
var firstContributionDateQry = financialTransactionsQry
.GroupBy(xx => xx.PersonId)
.Select(ss => new
{
PersonId = ss.Key,
FirstTransactionDate = ss.Min(a => selectionConfig.UseSundayDate == true ? a.txn.SundayDate : a.txn.TransactionDateTime)
});
if (dateRange.Start.HasValue)
{
firstContributionDateQry = firstContributionDateQry.Where(xx => xx.FirstTransactionDate >= dateRange.Start.Value);
}
if (dateRange.End.HasValue)
{
firstContributionDateQry = firstContributionDateQry.Where(xx => xx.FirstTransactionDate < dateRange.End.Value);
}
var innerQry = firstContributionDateQry.Select(xx => xx.PersonId).AsQueryable();
var qry = new PersonService(rockContext).Queryable().Where(p => innerQry.Any(xx => xx == p.Id));
return(FilterExpressionExtractor.Extract <Rock.Model.Person>(qry, parameterExpression, "p"));
}
/// <summary>
/// Gets the expression.
/// </summary>
/// <param name="entityType">Type of the entity.</param>
/// <param name="serviceInstance">The service instance.</param>
/// <param name="parameterExpression">The parameter expression.</param>
/// <param name="selection">The selection.</param>
/// <returns></returns>
public override Expression GetExpression( Type entityType, IService serviceInstance, ParameterExpression parameterExpression, string selection )
{
var rockContext = (RockContext)serviceInstance.Context;
string[] selectionValues = selection.Split( '|' );
if ( selectionValues.Length < 3 )
{
return null;
}
DateRange dateRange;
if ( selectionValues.Length >= 4 )
{
string slidingDelimitedValues = selectionValues[3].Replace( ',', '|' );
dateRange = SlidingDateRangePicker.CalculateDateRangeFromDelimitedValues( slidingDelimitedValues );
}
else
{
// if converting from a previous version of the selection
DateTime? startDate = selectionValues[0].AsDateTime();
DateTime? endDate = selectionValues[1].AsDateTime();
dateRange = new DateRange( startDate, endDate );
if ( dateRange.End.HasValue )
{
// the DateRange picker doesn't automatically add a full day to the end date
dateRange.End.Value.AddDays( 1 );
}
}
var accountGuids = selectionValues[2].Split( ',' ).Select( a => a.AsGuid() ).ToList();
var accountIdList = new FinancialAccountService( (RockContext)serviceInstance.Context ).GetByGuids( accountGuids ).Select( a => a.Id ).ToList();
int transactionTypeContributionId = Rock.Web.Cache.DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() ).Id;
var financialTransactionsQry = new FinancialTransactionService( rockContext ).Queryable()
.Where( xx => xx.TransactionTypeValueId == transactionTypeContributionId );
if ( accountIdList.Any() )
{
if ( accountIdList.Count == 1 )
{
int accountId = accountIdList.First();
financialTransactionsQry = financialTransactionsQry.Where( xx => xx.TransactionDetails.Any( a => a.AccountId == accountId ) );
}
else
{
financialTransactionsQry = financialTransactionsQry.Where( xx => xx.TransactionDetails.Any( a => accountIdList.Contains( a.AccountId ) ) );
}
}
var firstContributionDateQry = financialTransactionsQry
.GroupBy( xx => xx.AuthorizedPersonAlias.PersonId )
.Select( ss => new
{
PersonId = ss.Key,
FirstTransactionSundayDate = ss.Min( a => a.SundayDate )
} );
if ( dateRange.Start.HasValue )
{
firstContributionDateQry = firstContributionDateQry.Where( xx => xx.FirstTransactionSundayDate >= dateRange.Start.Value );
}
if ( dateRange.End.HasValue )
{
firstContributionDateQry = firstContributionDateQry.Where( xx => xx.FirstTransactionSundayDate < dateRange.End.Value );
}
var innerQry = firstContributionDateQry.Select( xx => xx.PersonId ).AsQueryable();
var qry = new PersonService( rockContext ).Queryable()
.Where( p => innerQry.Any( xx => xx == p.Id ) );
Expression extractedFilterExpression = FilterExpressionExtractor.Extract<Rock.Model.Person>( qry, parameterExpression, "p" );
return extractedFilterExpression;
}