public static GroupMember Translate(IDictionary <string, object> record)
{
if (record == null || !record.Keys.Any())
{
return(null);
}
// Map the properties of Person Note class to known CSV headers
// Maybe this could be configurable to the user in the UI if the need arises
var propertyToCsvFieldNameMap = new Dictionary <string, string> {
{ "PersonId", "Person ID" }
};
// Create a person note object. Using the map, read values from the CSV record and
// set the associated properties of the person with those values
var groupMember = new GroupMember();
var groupMemberType = groupMember.GetType();
foreach (var kvp in propertyToCsvFieldNameMap)
{
var propertyName = kvp.Key;
var csvFieldName = kvp.Value;
var property = groupMemberType.GetProperty(propertyName);
var value = CsvFieldTranslators.GetValue(property.PropertyType, csvFieldName, record);
property.SetValue(groupMember, value);
}
// TODO store unused values, like username, as attributes when slingshot supports it
return(groupMember);
}
/// <summary>
/// Add a phone number to the person if the CSV record has a value for that field and
/// phone type.
/// </summary>
/// <param name="person"></param>
/// <param name="csvRecord"></param>
/// <param name="fieldName"></param>
/// <param name="phoneType"></param>
private static void AddPhone(Person person, IDictionary <string, object> csvRecord, string fieldName, string phoneType)
{
var number = CsvFieldTranslators.GetString(fieldName, csvRecord);
if (string.IsNullOrWhiteSpace(number))
{
return;
}
person.PhoneNumbers.Add(new PersonPhone
{
PersonId = person.Id,
PhoneNumber = number,
PhoneType = phoneType
});
}
/// <summary>
/// Takes a dictionary representing a CSV record/row and returns a new Person
/// Note object with the properties set to the values indicated in the CSV record.
/// </summary>
/// <param name="csvRecord"></param>
/// <returns></returns>
public static PersonNote Translate(IDictionary <string, object> csvRecord)
{
if (csvRecord == null || !csvRecord.Keys.Any())
{
return(null);
}
// Map the properties of Person Note class to known CSV headers
// Maybe this could be configurable to the user in the UI if the need arises
var propertyToCsvFieldNameMap = new Dictionary <string, string> {
{ "PersonId", "Breeze ID" },
// Id
{ "NoteType", "Username" },
// Caption
// IsAlert
{ "IsPrivateNote", "Is Private" },
{ "Text", "Note" },
{ "DateTime", "Created On" }
// CreatedByPersonId
};
// Create a person note object. Using the map, read values from the CSV record and
// set the associated properties of the person with those values
var personNote = new PersonNote();
var personNoteType = personNote.GetType();
foreach (var kvp in propertyToCsvFieldNameMap)
{
var propertyName = kvp.Key;
var csvFieldName = kvp.Value;
var property = personNoteType.GetProperty(propertyName);
var value = CsvFieldTranslators.GetValue(property.PropertyType, csvFieldName, csvRecord);
property.SetValue(personNote, value);
}
// Notetype is mapped to username since there is no great way to match a username to an author person
if (string.IsNullOrWhiteSpace(personNote.NoteType))
{
personNote.NoteType = "Anonymous";
}
// TODO store unused values, like username, as attributes when slingshot supports it
return(personNote);
}
public static FinancialTransaction Translate(IDictionary <string, object> record, List <FinancialAccount> accounts, List <FinancialBatch> batches)
{
if (record == null || !record.Keys.Any())
{
return(null);
}
var accountName = CsvFieldTranslators.GetString("Fund(s)", record);
var account = accounts.FirstOrDefault(a => a.Name == accountName);
if (account == null)
{
account = new FinancialAccount
{
// CampusId
Id = accounts.Count + 1,
Name = accountName
};
accounts.Add(account);
}
// Map the properties of Person Note class to known CSV headers
// Maybe this could be configurable to the user in the UI if the need arises
var transactionPropertyToCsvFieldNameMap = new Dictionary <string, string> {
{ "Id", "Payment ID" },
{ "BatchId", "Batch" },
{ "AuthorizedPersonId", "Person ID" },
{ "TransactionDate", "Date" },
//{ "TransactionType", "" }
{ "TransactionSource", "Method ID" },
{ "CurrencyType", "Method ID" },
{ "Summary", "Note" },
{ "TransactionCode", "Payment ID" },
{ "CreatedDateTime", "Date" }
// ModifiedByPersonId
// ModifiedDateTime
};
var detailPropertyToCsvFieldNameMap = new Dictionary <string, string> {
{ "Id", "Payment ID" },
{ "TransactionId", "Payment ID" },
// AccountId
{ "Amount", "Amount" },
{ "Summary", "Note" },
// CreatedByPersonId
{ "CreatedDateTime", "Date" }
// ModifiedByPersonId
// ModifiedDateTime
};
// Create a person note object. Using the map, read values from the CSV record and
// set the associated properties of the person with those values
var transaction = new FinancialTransaction();
var transactionType = transaction.GetType();
foreach (var kvp in transactionPropertyToCsvFieldNameMap)
{
var propertyName = kvp.Key;
var csvFieldName = kvp.Value;
var property = transactionType.GetProperty(propertyName);
var value = CsvFieldTranslators.GetValue(property.PropertyType, csvFieldName, record);
property.SetValue(transaction, value);
}
var detail = new FinancialTransactionDetail
{
AccountId = account.Id
};
var detailType = detail.GetType();
transaction.FinancialTransactionDetails.Add(detail);
foreach (var kvp in detailPropertyToCsvFieldNameMap)
{
var propertyName = kvp.Key;
var csvFieldName = kvp.Value;
var property = detailType.GetProperty(propertyName);
var value = CsvFieldTranslators.GetValue(property.PropertyType, csvFieldName, record);
property.SetValue(detail, value);
}
var existingBatch = batches.FirstOrDefault(b => b.Id == transaction.BatchId);
if (existingBatch == null)
{
existingBatch = new FinancialBatch
{
Id = transaction.BatchId,
Name = "Breeze Transactions",
Status = BatchStatus.Closed
};
batches.Add(existingBatch);
}
existingBatch.FinancialTransactions.Add(transaction);
// Batch doesn't have a start date or this transaction is before the start date
if (!existingBatch.StartDate.HasValue ||
(transaction.TransactionDate.HasValue &&
transaction.TransactionDate.Value < existingBatch.StartDate.Value))
{
existingBatch.StartDate = transaction.TransactionDate;
}
// TODO store unused values, like checknumber, as attributes when slingshot supports it
return(transaction);
}
/// <summary>
/// Takes a dictionary representing a CSV record/row and returns a new Person
/// object with the properties set to the values indicated in the CSV record.
/// </summary>
/// <param name="csvRecord"></param>
/// <returns></returns>
public static Person Translate(IDictionary <string, object> csvRecord, List <PersonAttribute> attributes)
{
if (csvRecord == null || !csvRecord.Keys.Any())
{
return(null);
}
// Map the properties of Person class to known CSV headers
// Maybe this could be configurable to the user in the UI if the need arises
var propertyToCsvFieldNameMap = new Dictionary <string, string> {
{ "Id", "Breeze ID" },
{ "FamilyId", "Family" },
// FamilyName
// FamilyImageUrl
{ "FamilyRole", "Family Role" },
{ "FirstName", "First Name" },
{ "NickName", "Nickname" },
{ "LastName", "Last Name" },
{ "MiddleName", "Middle Name" },
// Salutation
// Suffix
{ "Email", "Email" },
{ "Gender", "Gender" },
{ "MaritalStatus", "Marital Status" },
{ "Birthdate", "Birthdate" },
// AnniversaryDate
// RecordStatus
// InactiveReason
// ConnectionStatus
// This seems specific to a single church, so make it a person attribute instead of email preference to work for more than one church
//{ "EmailPreference", "Opt-out Graceland Emails" },
{ "CreatedDateTime", "Added Date" },
{ "ModifiedDateTime", "Record Last Updated" },
// PersonPhotoUrl
// Campus
// Note
// GiveIndividually
// IsDeceased
// GiveIndividually
};
// Keep track of which fields are used so that the remaining fields can be
// stored as attributes
var unusedCsvFieldNames = csvRecord.Keys.ToList();
// Discard fields that are calculated from other fields or simply not needed
var ignoreFieldNames = new List <string>
{
"Birthdate Month/Day", // Calculated from birthdate
"Age", // Calculated from birthdate
"Record Last Updated Month/Day", // Calculated from RecordLastUpdated
"Years Since Record Last Updated", // Calculated from RecordLastUpdated
"Grade" // Calculated from graduation year
};
foreach (var ignoreFieldName in ignoreFieldNames)
{
unusedCsvFieldNames.Remove(ignoreFieldName);
}
// Create a person object. Using the map, read values from the CSV record and
// set the associated properties of the person with those values
var person = new Person();
var personType = person.GetType();
foreach (var kvp in propertyToCsvFieldNameMap)
{
var propertyName = kvp.Key;
var csvFieldName = kvp.Value;
var property = personType.GetProperty(propertyName);
var value = CsvFieldTranslators.GetValue(property.PropertyType, csvFieldName, csvRecord);
property.SetValue(person, value);
unusedCsvFieldNames.Remove(csvFieldName);
}
// Add phones if the CSV fields are set. The phone types match the breeze
// field names.
foreach (var phoneType in new[] { "Home", "Mobile", "Work" })
{
AddPhone(person, csvRecord, phoneType, phoneType);
unusedCsvFieldNames.Remove(phoneType);
}
// Add an address if at least one of the properties has a value
var address = CsvFieldTranslators.GetString("Street Address", csvRecord);
unusedCsvFieldNames.Remove("Street Address");
var city = CsvFieldTranslators.GetString("City", csvRecord);
unusedCsvFieldNames.Remove("City");
var state = CsvFieldTranslators.GetString("State", csvRecord);
unusedCsvFieldNames.Remove("State");
var zip = CsvFieldTranslators.GetString("Zip", csvRecord);
unusedCsvFieldNames.Remove("Zip");
if (!string.IsNullOrWhiteSpace(address) ||
!string.IsNullOrWhiteSpace(city) ||
!string.IsNullOrWhiteSpace(state) ||
!string.IsNullOrWhiteSpace(zip))
{
person.Addresses.Add(new PersonAddress
{
AddressType = AddressType.Home,
City = city,
PersonId = person.Id,
PostalCode = zip,
State = state,
Street1 = address
});
}
// For all remaining fields of the CSV, create an attribute value
var whitespaceRegex = new Regex(@"\s+");
foreach (var csvFieldName in unusedCsvFieldNames)
{
var key = whitespaceRegex.Replace(csvFieldName, string.Empty);
var value = CsvFieldTranslators.GetString(csvFieldName, csvRecord);
if (string.IsNullOrWhiteSpace(key) || string.IsNullOrWhiteSpace(value))
{
continue;
}
// Don't want the attribute values being added to the core system attribute, so avoid key collisions
key = "Breeze" + key;
var existingAttribute = attributes.FirstOrDefault(a => a.Key.Equals(key, StringComparison.OrdinalIgnoreCase));
if (existingAttribute == null)
{
existingAttribute = new PersonAttribute {
Key = key,
FieldType = "Rock.Field.Types.TextFieldType",
Name = csvFieldName,
Category = "Breeze Import"
};
attributes.Add(existingAttribute);
}
person.Attributes.Add(new PersonAttributeValue
{
AttributeKey = existingAttribute.Key,
AttributeValue = value,
PersonId = person.Id
});
}
const int maxLength = 50;
if (person.FirstName != null && person.FirstName.Length > maxLength)
{
person.FirstName = person.FirstName.Substring(0, maxLength);
}
if (person.NickName != null && person.NickName.Length > maxLength)
{
person.NickName = person.NickName.Substring(0, maxLength);
}
return(person);
}
