/// <summary>
/// Handles the Delete event of the rGridAccount control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="RowEventArgs"/> instance containing the event data.</param>
protected void rGridAccount_Delete(object sender, RowEventArgs e)
{
var accountService = new FinancialAccountService();
var account = accountService.Get((int)e.RowKeyValue);
if (account != null)
{
string errorMessage;
if (!accountService.CanDelete(account, out errorMessage))
{
mdGridWarning.Show(errorMessage, ModalAlertType.Information);
return;
}
accountService.Delete(account, CurrentPersonId);
accountService.Save(account, CurrentPersonId);
}
BindGrid();
}
/// <summary>
/// Maps the pledge.
/// </summary>
/// <param name="queryable">The queryable.</param>
/// <exception cref="System.NotImplementedException"></exception>
private void MapPledge( IQueryable<Row> tableData )
{
var accountService = new FinancialAccountService();
List<FinancialAccount> importedAccounts = accountService.Queryable().ToList();
List<DefinedValue> pledgeFrequencies = new DefinedValueService().GetByDefinedTypeGuid( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_FREQUENCY ) ).ToList();
List<FinancialPledge> importedPledges = new FinancialPledgeService().Queryable().ToList();
var newPledges = new List<FinancialPledge>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Checking pledge import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData )
{
decimal? amount = row["Total_Pledge"] as decimal?;
DateTime? startDate = row["Start_Date"] as DateTime?;
DateTime? endDate = row["End_Date"] as DateTime?;
if ( amount != null && startDate != null && endDate != null )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? personId = GetPersonId( individualId, householdId );
if ( personId != null && !importedPledges.Any( p => p.PersonId == personId && p.TotalAmount == amount && p.StartDate.Equals( startDate ) ) )
{
var pledge = new FinancialPledge();
pledge.CreatedByPersonAliasId = ImportPersonAlias.Id;
pledge.StartDate = (DateTime)startDate;
pledge.EndDate = (DateTime)endDate;
pledge.TotalAmount = (decimal)amount;
string frequency = row["Pledge_Frequency_Name"] as string;
if ( frequency != null )
{
if ( frequency == "One Time" || frequency == "As Can" )
{
pledge.PledgeFrequencyValueId = pledgeFrequencies.FirstOrDefault( f => f.Guid == new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_FREQUENCY_ONE_TIME ) ).Id;
}
else
{
pledge.PledgeFrequencyValueId = pledgeFrequencies
.Where( f => f.Name.StartsWith( frequency ) || f.Description.StartsWith( frequency ) )
.Select( f => f.Id ).FirstOrDefault();
}
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
if ( fundName != null )
{
FinancialAccount matchingAccount = null;
int? fundCampusId = null;
if ( subFund != null )
{
// match by campus if the subfund appears to be a campus
fundCampusId = CampusList.Where( c => c.Name.StartsWith( subFund ) || c.ShortCode == subFund )
.Select( c => (int?)c.Id ).FirstOrDefault();
if ( fundCampusId != null )
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.Name.StartsWith( subFund ) );
}
}
else
{
matchingAccount = importedAccounts.FirstOrDefault( a => a.Name.StartsWith( fundName ) );
}
if ( matchingAccount == null )
{
matchingAccount = new FinancialAccount();
matchingAccount.Name = fundName;
matchingAccount.PublicName = fundName;
matchingAccount.IsTaxDeductible = true;
matchingAccount.IsActive = true;
matchingAccount.CampusId = fundCampusId;
matchingAccount.CreatedByPersonAliasId = ImportPersonAlias.Id;
accountService.Add( matchingAccount );
accountService.Save( matchingAccount );
importedAccounts.Add( matchingAccount );
pledge.AccountId = matchingAccount.Id;
}
}
// Attributes to add?
// Pledge_Drive_Name
newPledges.Add( pledge );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} pledges imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
pledgeService.RockContext.FinancialPledges.AddRange( newPledges );
pledgeService.RockContext.SaveChanges();
} );
ReportPartialProgress();
}
}
}
}
if ( newPledges.Any() )
{
RockTransactionScope.WrapTransaction( () =>
{
var pledgeService = new FinancialPledgeService();
pledgeService.RockContext.FinancialPledges.AddRange( newPledges );
pledgeService.RockContext.SaveChanges();
} );
}
ReportProgress( 100, string.Format( "Finished pledge import: {0:N0} pledges imported.", completed ) );
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapContribution( IQueryable<Row> tableData, List<string> selectedColumns = null )
{
int transactionEntityTypeId = EntityTypeCache.Read( "Rock.Model.FinancialTransaction" ).Id;
var accountService = new FinancialAccountService();
var attributeService = new AttributeService();
var transactionTypeContributionId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION ) ).Id;
int currencyTypeACH = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) ).Id;
int currencyTypeCash = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ) ).Id;
int currencyTypeCheck = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ) ).Id;
int currencyTypeCreditCard = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) ).Id;
List<DefinedValue> refundReasons = new DefinedValueService().Queryable().Where( dv => dv.DefinedType.Guid == new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ) ).ToList();
List<FinancialPledge> pledgeList = new FinancialPledgeService().Queryable().ToList();
List<FinancialAccount> accountList = accountService.Queryable().ToList();
// Add an Attribute for the unique F1 Contribution Id
int contributionAttributeId = attributeService.Queryable().Where( a => a.EntityTypeId == transactionEntityTypeId
&& a.Key == "F1ContributionId" ).Select( a => a.Id ).FirstOrDefault();
if ( contributionAttributeId == 0 )
{
var newContributionAttribute = new Rock.Model.Attribute();
newContributionAttribute.Key = "F1ContributionId";
newContributionAttribute.Name = "F1 Contribution Id";
newContributionAttribute.FieldTypeId = IntegerFieldTypeId;
newContributionAttribute.EntityTypeId = transactionEntityTypeId;
newContributionAttribute.EntityTypeQualifierValue = string.Empty;
newContributionAttribute.EntityTypeQualifierColumn = string.Empty;
newContributionAttribute.Description = "The FellowshipOne identifier for the contribution that was imported";
newContributionAttribute.DefaultValue = string.Empty;
newContributionAttribute.IsMultiValue = false;
newContributionAttribute.IsRequired = false;
newContributionAttribute.Order = 0;
attributeService.Add( newContributionAttribute, ImportPersonAlias );
attributeService.Save( newContributionAttribute, ImportPersonAlias );
contributionAttributeId = newContributionAttribute.Id;
}
var contributionAttribute = AttributeCache.Read( contributionAttributeId );
// Get all imported contributions
var importedContributions = new AttributeValueService().GetByAttributeId( contributionAttributeId )
.Select( av => new { ContributionId = av.Value.AsType<int?>(), TransactionId = av.EntityId } )
.ToDictionary( t => t.ContributionId, t => t.TransactionId );
// List for batching new contributions
var newTransactions = new List<FinancialTransaction>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Checking contribution import ({0:N0} found, {1:N0} already exist).", totalRows, importedContributions.Count() ) );
foreach ( var row in tableData )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
int? contributionId = row["ContributionID"] as int?;
if ( contributionId != null && !importedContributions.ContainsKey( contributionId ) )
{
var transaction = new FinancialTransaction();
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.AuthorizedPersonId = GetPersonId( individualId, householdId );
transaction.CreatedByPersonAliasId = ImportPersonAlias.Id;
transaction.AuthorizedPersonId = GetPersonId( individualId, householdId );
string summary = row["Memo"] as string;
if ( summary != null )
{
transaction.Summary = summary;
}
int? batchId = row["BatchID"] as int?;
if ( batchId != null && ImportedBatches.Any( b => b.Key == batchId ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key == batchId ).Value;
}
DateTime? receivedDate = row["Received_Date"] as DateTime?;
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
}
bool isTypeNonCash = false;
string contributionType = row["Contribution_Type_Name"] as string;
if ( contributionType != null )
{
if ( contributionType == "ACH" )
{
transaction.CurrencyTypeValueId = currencyTypeACH;
}
else if ( contributionType == "Cash" )
{
transaction.CurrencyTypeValueId = currencyTypeCash;
}
else if ( contributionType == "Check" )
{
transaction.CurrencyTypeValueId = currencyTypeCheck;
}
else if ( contributionType == "Credit Card" )
{
transaction.CurrencyTypeValueId = currencyTypeCreditCard;
}
else
{
isTypeNonCash = true;
}
}
string checkNumber = row["Check_Number"] as string;
if ( checkNumber != null && checkNumber.AsType<int?>() != null )
{
// routing & account set to zero
transaction.CheckMicrEncrypted = Encryption.EncryptString( string.Format( "{0}_{1}_{2}", 0, 0, checkNumber ) );
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
decimal? amount = row["Amount"] as decimal?;
if ( fundName != null & amount != null )
{
FinancialAccount matchingAccount = null;
fundName = fundName.Trim();
int? fundCampusId = null;
if ( subFund != null )
{
subFund = subFund.Trim();
fundCampusId = CampusList.Where( c => c.Name.StartsWith( subFund ) || c.ShortCode == subFund )
.Select( c => (int?)c.Id ).FirstOrDefault();
if ( fundCampusId != null )
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName )
&& a.CampusId != null && a.CampusId.Equals( fundCampusId ) );
}
else
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.Name.StartsWith( subFund ) );
}
}
else
{
matchingAccount = accountList.FirstOrDefault( a => a.Name.StartsWith( fundName ) && a.CampusId == null );
}
if ( matchingAccount == null )
{
matchingAccount = new FinancialAccount();
matchingAccount.Name = fundName;
matchingAccount.PublicName = fundName;
matchingAccount.IsTaxDeductible = true;
matchingAccount.IsActive = true;
matchingAccount.CampusId = fundCampusId;
matchingAccount.CreatedByPersonAliasId = ImportPersonAlias.Id;
accountService.Add( matchingAccount );
accountService.Save( matchingAccount );
accountList.Add( matchingAccount );
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = matchingAccount.Id;
transactionDetail.IsNonCash = isTypeNonCash;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
var transactionRefund = new FinancialTransactionRefund();
transactionRefund.CreatedDateTime = receivedDate;
transactionRefund.RefundReasonSummary = summary;
transactionRefund.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Name.Contains( summary ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
transaction.Refund = transactionRefund;
}
}
// Other Attributes to create:
// Pledge_Drive_Name
// Stated_Value
// True_Value
// Liquidation_cost
transaction.Attributes = new Dictionary<string, AttributeCache>();
transaction.AttributeValues = new Dictionary<string, List<AttributeValue>>();
transaction.Attributes.Add( contributionAttribute.Key, contributionAttribute );
transaction.AttributeValues.Add( contributionAttribute.Key, new List<AttributeValue>() );
transaction.AttributeValues[contributionAttribute.Key].Add( new AttributeValue()
{
AttributeId = contributionAttribute.Id,
Value = contributionId.ToString(),
Order = 0
} );
newTransactions.Add( transaction );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} contributions imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
RockTransactionScope.WrapTransaction( () =>
{
var transactionService = new FinancialTransactionService();
transactionService.RockContext.FinancialTransactions.AddRange( newTransactions );
transactionService.RockContext.SaveChanges();
var attributeValueService = new AttributeValueService();
foreach ( var contribution in newTransactions.Where( c => c.Attributes.Any() ) )
{
var attributeValue = contribution.AttributeValues[contributionAttribute.Key].FirstOrDefault();
if ( attributeValue != null )
{
attributeValue.EntityId = contribution.Id;
attributeValueService.RockContext.AttributeValues.Add( attributeValue );
}
}
attributeValueService.RockContext.SaveChanges();
} );
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if ( newTransactions.Any() )
{
RockTransactionScope.WrapTransaction( () =>
{
var transactionService = new FinancialTransactionService();
transactionService.RockContext.FinancialTransactions.AddRange( newTransactions );
transactionService.RockContext.SaveChanges();
var attributeValueService = new AttributeValueService();
foreach ( var contribution in newTransactions.Where( c => c.Attributes.Any() ) )
{
var attributeValue = contribution.AttributeValues[contributionAttribute.Key].FirstOrDefault();
if ( attributeValue != null )
{
attributeValue.EntityId = contribution.Id;
attributeValueService.RockContext.AttributeValues.Add( attributeValue );
}
}
attributeValueService.RockContext.SaveChanges();
} );
}
ReportProgress( 100, string.Format( "Finished contribution import: {0:N0} contributions imported.", completed ) );
}
