/// <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 ) ); }