private void DisplayResults() { RockContext rockContext = new RockContext(); var statementYear = RockDateTime.Now.Year; if ( Request["StatementYear"] != null ) { Int32.TryParse( Request["StatementYear"].ToString(), out statementYear ); } FinancialTransactionDetailService financialTransactionDetailService = new FinancialTransactionDetailService( rockContext ); var qry = financialTransactionDetailService.Queryable().AsNoTracking() .Where( t=> t.Transaction.AuthorizedPersonAlias.Person.GivingId == CurrentPerson.GivingId); qry = qry.Where( t => t.Transaction.TransactionDateTime.Value.Year == statementYear ); if ( string.IsNullOrWhiteSpace( GetAttributeValue( "Accounts" ) ) ) { qry = qry.Where( t => t.Account.IsTaxDeductible ); } else { var accountGuids = GetAttributeValue( "Accounts" ).Split( ',' ).Select( Guid.Parse ).ToList(); qry = qry.Where( t => accountGuids.Contains( t.Account.Guid ) ); } qry = qry.OrderByDescending( t => t.Transaction.TransactionDateTime ); var mergeFields = new Dictionary<string, object>(); mergeFields.Add( "StatementStartDate", "1/1/" + statementYear.ToString() ); if ( statementYear == RockDateTime.Now.Year ) { mergeFields.Add( "StatementEndDate", RockDateTime.Now ); } else { mergeFields.Add( "StatementEndDate", "12/31/" + statementYear.ToString() ); } var familyGroupTypeId = GroupTypeCache.Read( Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY ).Id; var groupMemberQry = new GroupMemberService( rockContext ).Queryable().Where( m => m.Group.GroupTypeId == familyGroupTypeId ); // get giving group members in order by family role (adult -> child) and then gender (male -> female) var givingGroup = new PersonService( rockContext ).Queryable().AsNoTracking() .Where( p => p.GivingId == CurrentPerson.GivingId ) .GroupJoin( groupMemberQry, p => p.Id, m => m.PersonId, (p, m) => new {p, m}) .SelectMany( x => x.m.DefaultIfEmpty(), (y,z) => new { Person = y.p, GroupMember = z} ) .Select( p => new { FirstName = p.Person.NickName, LastName = p.Person.LastName, FamilyRoleOrder = p.GroupMember.GroupRole.Order, Gender = p.Person.Gender, PersonId = p.Person.Id } ) .DistinctBy(p => p.PersonId) .OrderBy(p => p.FamilyRoleOrder).ThenBy(p => p.Gender) .ToList(); // make a list of person ids in the giving group List<int> givingGroupIdsOnly = new List<int>(); foreach ( var x in givingGroup ) { givingGroupIdsOnly.Add(x.PersonId); } string salutation = string.Empty; if (givingGroup.GroupBy(g => g.LastName).Count() == 1 ) { salutation = string.Join( ", ", givingGroup.Select( g => g.FirstName ) ) + " " + givingGroup.FirstOrDefault().LastName; if ( salutation.Contains( "," ) ) { salutation = salutation.ReplaceLastOccurrence( ",", " &" ); } } else { salutation = string.Join( ", ", givingGroup.Select( g => g.FirstName + " " + g.LastName ) ); if ( salutation.Contains( "," ) ) { salutation = salutation.ReplaceLastOccurrence( ",", " &" ); } } mergeFields.Add( "Salutation", salutation ); var homeAddress = CurrentPerson.GetHomeLocation(); if ( homeAddress != null ) { mergeFields.Add( "StreetAddress1", homeAddress.Street1 ); mergeFields.Add( "StreetAddress2", homeAddress.Street2 ); mergeFields.Add( "City", homeAddress.City ); mergeFields.Add( "State", homeAddress.State ); mergeFields.Add( "PostalCode", homeAddress.PostalCode ); mergeFields.Add( "Country", homeAddress.Country ); } else { mergeFields.Add( "StreetAddress1", string.Empty ); mergeFields.Add( "StreetAddress2", string.Empty ); mergeFields.Add( "City", string.Empty ); mergeFields.Add( "State", string.Empty ); mergeFields.Add( "PostalCode", string.Empty ); mergeFields.Add( "Country", string.Empty ); } mergeFields.Add( "TransactionDetails", qry.ToList() ); mergeFields.Add( "AccountSummary", qry.GroupBy( t => t.Account.Name ).Select( s => new AccountSummary { AccountName = s.Key, Total = s.Sum( a => a.Amount ), Order = s.Max(a => a.Account.Order) } ).OrderBy(s => s.Order )); // pledge information var pledges = new FinancialPledgeService( rockContext ).Queryable().AsNoTracking() .Where(p => p.PersonAlias.Person.GivingId == CurrentPerson.GivingId && (p.StartDate.Year == statementYear || p.EndDate.Year == statementYear)) .GroupBy(p => p.Account) .Select(g => new PledgeSummary { AccountId = g.Key.Id, AccountName = g.Key.Name, AmountPledged = g.Sum( p => p.TotalAmount ), PledgeStartDate = g.Min(p => p.StartDate), PledgeEndDate = g.Max( p => p.EndDate) } ) .ToList(); // add detailed pledge information foreach(var pledge in pledges ) { var adjustedPedgeEndDate = pledge.PledgeEndDate.Value.Date.AddHours( 23 ).AddMinutes( 59 ).AddSeconds( 59 ); pledge.AmountGiven = new FinancialTransactionDetailService( rockContext ).Queryable() .Where( t => t.AccountId == pledge.AccountId && givingGroupIdsOnly.Contains(t.Transaction.AuthorizedPersonAlias.PersonId) && t.Transaction.TransactionDateTime >= pledge.PledgeStartDate && t.Transaction.TransactionDateTime <= adjustedPedgeEndDate ) .Sum( t => t.Amount ); pledge.AmountRemaining = (pledge.AmountGiven > pledge.AmountPledged) ? 0 : (pledge.AmountPledged - pledge.AmountGiven); if ( pledge.AmountPledged > 0 ) { var test = (double)pledge.AmountGiven / (double)pledge.AmountPledged; pledge.PercentComplete = (int)((pledge.AmountGiven * 100) / pledge.AmountPledged); } } mergeFields.Add( "Pledges", pledges ); var template = GetAttributeValue( "LavaTemplate" ); lResults.Text = template.ResolveMergeFields( mergeFields ); // show debug info if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) ) { lDebug.Visible = true; lDebug.Text = mergeFields.lavaDebugInfo(); } }