/// <summary> /// Displays the edit list. /// </summary> private void DisplayEditList() { lEditHeader.Text = GetAttributeValue("EditHeader"); lEditFooter.Text = GetAttributeValue("EditFooter"); if (_definedType != null) { using (var rockContext = new RockContext()) { var entityType = EntityTypeCache.Get("Rock.Model.DefinedValue"); var definedType = new DefinedTypeService(rockContext).Get(_definedType.Id); if (definedType != null && entityType != null) { var attributeService = new AttributeService(rockContext); var attributes = new AttributeService(rockContext) .GetByEntityTypeQualifier(entityType.Id, "DefinedTypeId", definedType.Id.ToString(), false) .ToList(); // Verify (and create if necessary) the "Is Link" attribute if (!attributes.Any(a => a.Key == "IsLink")) { var fieldType = FieldTypeCache.Get(Rock.SystemGuid.FieldType.BOOLEAN); if (entityType != null && fieldType != null) { var attribute = new Rock.Model.Attribute(); attributeService.Add(attribute); attribute.EntityTypeId = entityType.Id; attribute.EntityTypeQualifierColumn = "DefinedTypeId"; attribute.EntityTypeQualifierValue = definedType.Id.ToString(); attribute.FieldTypeId = fieldType.Id; attribute.Name = "Is Link"; attribute.Key = "IsLink"; attribute.Description = "Flag indicating if value is a link (vs Header)"; attribute.IsGridColumn = true; attribute.DefaultValue = true.ToString(); var qualifier1 = new AttributeQualifier(); qualifier1.Key = "truetext"; qualifier1.Value = "Yes"; attribute.AttributeQualifiers.Add(qualifier1); var qualifier2 = new AttributeQualifier(); qualifier2.Key = "falsetext"; qualifier2.Value = "No"; attribute.AttributeQualifiers.Add(qualifier2); rockContext.SaveChanges(); } } } } BindGrid(); pnlView.Visible = false; pnlEdit.Visible = true; } }
/// <summary> /// Loads the individual data. /// </summary> /// <param name="csvData">The CSV data.</param> private int LoadIndividuals(CSVInstance csvData) { var lookupContext = new RockContext(); var groupTypeRoleService = new GroupTypeRoleService(lookupContext); var groupMemberService = new GroupMemberService(lookupContext); // Marital statuses: Married, Single, Separated, etc var maritalStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_MARITAL_STATUS), lookupContext).DefinedValues; // Connection statuses: Member, Visitor, Attendee, etc var connectionStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_CONNECTION_STATUS), lookupContext).DefinedValues; int memberConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_MEMBER)).Id; int visitorConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_VISITOR)).Id; int attendeeConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_ATTENDEE)).Id; // Suffix type: Dr., Jr., II, etc var suffixTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_SUFFIX), lookupContext).DefinedValues; // Title type: Mr., Mrs. Dr., etc var titleTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_TITLE), lookupContext).DefinedValues; // Record statuses: Active, Inactive, Pending int?recordStatusActiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE), lookupContext).Id; int?recordStatusInactiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE), lookupContext).Id; int?recordStatusPendingId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_PENDING), lookupContext).Id; // Deceased record status reason (others available: No Activity, Moved, etc) var recordStatusDeceasedId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_REASON_DECEASED)).Id; // Record type: Person int?personRecordTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON), lookupContext).Id; // Group roles: Owner, Adult, Child, others GroupTypeRole ownerRole = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_OWNER)); int adultRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT)).Id; int childRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_CHILD)).Id; // Phone types: Home, Work, Mobile var numberTypeValues = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE), lookupContext).DefinedValues; // Personal note type id var personalNoteTypeId = new NoteTypeService(lookupContext).Get(new Guid(Rock.SystemGuid.NoteType.PERSON_TIMELINE_NOTE)).Id; // School defined type var schoolDefinedType = DefinedTypeCache.Read(new Guid("576FF1E2-6225-4565-A16D-230E26167A3D")); // Look up existing Person attributes var personAttributes = new AttributeService(lookupContext).GetByEntityTypeId(PersonEntityTypeId).ToList(); var schoolAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "School")); // Text field type id int textFieldTypeId = FieldTypeCache.Read(new Guid(Rock.SystemGuid.FieldType.TEXT), lookupContext).Id; int dateFieldTypeId = FieldTypeCache.Read(new Guid(Rock.SystemGuid.FieldType.DATE), lookupContext).Id; // Attribute entity type id int attributeEntityTypeId = EntityTypeCache.Read("Rock.Model.Attribute").Id; // Visit info category var visitInfoCategory = new CategoryService(lookupContext).GetByEntityTypeId(attributeEntityTypeId) .Where(c => c.Name == "Visit Information").FirstOrDefault(); // Look for custom attributes in the Individual file var allFields = csvData.TableNodes.FirstOrDefault().Children.Select((node, index) => new { node = node, index = index }).ToList(); Dictionary <int, string> customAttributes = allFields .Where(f => f.index > SecurityNote) .ToDictionary(f => f.index, f => f.node.Name.RemoveWhitespace()); // Add any attributes if they don't already exist if (customAttributes.Any()) { var newAttributes = new List <Rock.Model.Attribute>(); foreach (var newAttributePair in customAttributes.Where(ca => !personAttributes.Any(a => a.Key == ca.Value))) { var newAttribute = new Rock.Model.Attribute(); newAttribute.Name = newAttributePair.Value; newAttribute.Key = newAttributePair.Value.RemoveWhitespace(); newAttribute.Description = newAttributePair.Value + " created by CSV import"; newAttribute.EntityTypeQualifierValue = string.Empty; newAttribute.EntityTypeQualifierColumn = string.Empty; newAttribute.EntityTypeId = PersonEntityTypeId; newAttribute.FieldTypeId = textFieldTypeId; newAttribute.DefaultValue = string.Empty; newAttribute.IsMultiValue = false; newAttribute.IsGridColumn = false; newAttribute.IsRequired = false; newAttribute.Order = 0; newAttributes.Add(newAttribute); } lookupContext.Attributes.AddRange(newAttributes); lookupContext.SaveChanges(DisableAuditing); personAttributes.AddRange(newAttributes); } // Set the supported date formats var dateFormats = new[] { "yyyy-MM-dd", "MM/dd/yyyy", "MM/dd/yy" }; var currentFamilyGroup = new Group(); var newFamilyList = new List <Group>(); var newVisitorList = new List <Group>(); var newNoteList = new List <Note>(); int completed = 0; int newFamilies = 0; int newPeople = 0; ReportProgress(0, string.Format("Starting Individual import ({0:N0} already exist).", ImportedPeopleKeys.Count())); string[] row; row = csvData.Database.FirstOrDefault(); while (row != null) { int groupRoleId = adultRoleId; bool isFamilyRelationship = true; string rowFamilyName = row[FamilyName]; string rowFamilyKey = row[FamilyId]; string rowPersonKey = row[PersonId]; int? rowFamilyId = rowFamilyKey.AsType <int?>(); int? rowPersonId = rowPersonKey.AsType <int?>(); // Check that this person isn't already in our data var personExists = ImportedFamilies.Any(g => g.Members.Any(m => m.Person.ForeignKey == rowPersonKey)); if (!personExists) { #region person create var person = new Person(); person.ForeignKey = rowPersonKey; person.ForeignId = rowPersonId; person.SystemNote = string.Format("Imported via Excavator on {0}", ImportDateTime); person.RecordTypeValueId = personRecordTypeId; person.CreatedByPersonAliasId = ImportPersonAliasId; string firstName = row[FirstName].Left(50); string nickName = row[NickName].Left(50); person.FirstName = firstName; person.NickName = string.IsNullOrWhiteSpace(nickName) ? firstName : nickName; person.MiddleName = row[MiddleName].Left(50); person.LastName = row[LastName].Left(50); DateTime createdDateValue; if (DateTime.TryParseExact(row[CreatedDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out createdDateValue)) { person.CreatedDateTime = createdDateValue; person.ModifiedDateTime = ImportDateTime; } else { person.CreatedDateTime = ImportDateTime; person.ModifiedDateTime = ImportDateTime; } DateTime birthDate; if (DateTime.TryParseExact(row[DateOfBirth], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out birthDate)) { person.BirthDay = birthDate.Day; person.BirthMonth = birthDate.Month; person.BirthYear = birthDate.Year; } DateTime graduationDate; if (DateTime.TryParseExact(row[GraduationDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out graduationDate)) { person.GraduationYear = graduationDate.Year; } DateTime anniversary; if (DateTime.TryParseExact(row[Anniversary], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out anniversary)) { person.AnniversaryDate = anniversary; } string gender = row[Gender]; if (gender != null) { switch (gender.Trim().ToLower()) { case "m": case "male": person.Gender = Rock.Model.Gender.Male; break; case "f": case "female": person.Gender = Rock.Model.Gender.Female; break; default: person.Gender = Rock.Model.Gender.Unknown; break; } } string prefix = row[Prefix]; if (!string.IsNullOrWhiteSpace(prefix)) { prefix = prefix.RemoveSpecialCharacters().Trim(); person.TitleValueId = titleTypes.Where(s => prefix == s.Value.RemoveSpecialCharacters()) .Select(s => (int?)s.Id).FirstOrDefault(); } string suffix = row[Suffix]; if (!string.IsNullOrWhiteSpace(suffix)) { suffix = suffix.RemoveSpecialCharacters().Trim(); person.SuffixValueId = suffixTypes.Where(s => suffix == s.Value.RemoveSpecialCharacters()) .Select(s => (int?)s.Id).FirstOrDefault(); } string maritalStatus = row[MaritalStatus]; if (!string.IsNullOrWhiteSpace(maritalStatus)) { person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == maritalStatus) .Select(dv => (int?)dv.Id).FirstOrDefault(); } else { person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == "Unknown") .Select(dv => ( int? )dv.Id).FirstOrDefault(); } string familyRole = row[FamilyRole]; if (!string.IsNullOrWhiteSpace(familyRole)) { if (familyRole == "Visitor") { isFamilyRelationship = false; } if (familyRole == "Child" || person.Age < 18) { groupRoleId = childRoleId; } } string connectionStatus = row[ConnectionStatus]; if (!string.IsNullOrWhiteSpace(connectionStatus)) { if (connectionStatus == "Member") { person.ConnectionStatusValueId = memberConnectionStatusId; } else if (connectionStatus == "Visitor") { person.ConnectionStatusValueId = visitorConnectionStatusId; } else { // look for user-defined connection type or default to Attendee var customConnectionType = connectionStatusTypes.Where(dv => dv.Value == connectionStatus) .Select(dv => (int?)dv.Id).FirstOrDefault(); person.ConnectionStatusValueId = customConnectionType ?? attendeeConnectionStatusId; person.RecordStatusValueId = recordStatusActiveId; } } string recordStatus = row[RecordStatus]; if (!string.IsNullOrWhiteSpace(recordStatus)) { switch (recordStatus.Trim().ToLower()) { case "active": person.RecordStatusValueId = recordStatusActiveId; break; case "inactive": person.RecordStatusValueId = recordStatusInactiveId; break; default: person.RecordStatusValueId = recordStatusPendingId; break; } } string isDeceasedValue = row[IsDeceased]; if (!string.IsNullOrWhiteSpace(isDeceasedValue)) { switch (isDeceasedValue.Trim().ToLower()) { case "y": case "yes": person.IsDeceased = true; person.RecordStatusReasonValueId = recordStatusDeceasedId; person.RecordStatusValueId = recordStatusInactiveId; break; default: person.IsDeceased = false; break; } } var personNumbers = new Dictionary <string, string>(); personNumbers.Add("Home", row[HomePhone]); personNumbers.Add("Mobile", row[MobilePhone]); personNumbers.Add("Work", row[WorkPhone]); string smsAllowed = row[AllowSMS]; foreach (var numberPair in personNumbers.Where(n => !string.IsNullOrWhiteSpace(n.Value))) { var extension = string.Empty; var countryCode = Rock.Model.PhoneNumber.DefaultCountryCode(); var normalizedNumber = string.Empty; var countryIndex = numberPair.Value.IndexOf('+'); int extensionIndex = numberPair.Value.LastIndexOf('x') > 0 ? numberPair.Value.LastIndexOf('x') : numberPair.Value.Length; if (countryIndex >= 0) { countryCode = numberPair.Value.Substring(countryIndex, countryIndex + 3).AsNumeric(); normalizedNumber = numberPair.Value.Substring(countryIndex + 3, extensionIndex - 3).AsNumeric().TrimStart(new Char[] { '0' }); extension = numberPair.Value.Substring(extensionIndex); } else if (extensionIndex > 0) { normalizedNumber = numberPair.Value.Substring(0, extensionIndex).AsNumeric(); extension = numberPair.Value.Substring(extensionIndex).AsNumeric(); } else { normalizedNumber = numberPair.Value.AsNumeric(); } if (!string.IsNullOrWhiteSpace(normalizedNumber)) { var currentNumber = new PhoneNumber(); currentNumber.CountryCode = countryCode; currentNumber.CreatedByPersonAliasId = ImportPersonAliasId; currentNumber.Extension = extension.Left(20); currentNumber.Number = normalizedNumber.TrimStart(new Char[] { '0' }).Left(20); currentNumber.NumberFormatted = PhoneNumber.FormattedNumber(currentNumber.CountryCode, currentNumber.Number); currentNumber.NumberTypeValueId = numberTypeValues.Where(v => v.Value.Equals(numberPair.Key)) .Select(v => ( int? )v.Id).FirstOrDefault(); if (numberPair.Key == "Mobile") { switch (smsAllowed.Trim().ToLower()) { case "y": case "yes": case "active": currentNumber.IsMessagingEnabled = true; break; default: currentNumber.IsMessagingEnabled = false; break; } } person.PhoneNumbers.Add(currentNumber); } } // Map Person attributes person.Attributes = new Dictionary <string, AttributeCache>(); person.AttributeValues = new Dictionary <string, AttributeValueCache>(); bool isEmailActive; switch (row[IsEmailActive].Trim().ToLower()) { case "n": case "no": case "inactive": isEmailActive = false; break; default: isEmailActive = true; break; } EmailPreference emailPreference; switch (row[AllowBulkEmail].Trim().ToLower()) { case "n": case "no": case "inactive": emailPreference = EmailPreference.NoMassEmails; break; default: emailPreference = EmailPreference.EmailAllowed; break; } person.EmailPreference = emailPreference; string primaryEmail = row[Email].Trim().Left(75); if (!string.IsNullOrWhiteSpace(primaryEmail)) { if (primaryEmail.IsEmail()) { person.Email = primaryEmail; person.IsEmailActive = isEmailActive; } else { LogException("InvalidPrimaryEmail", string.Format("PersonId: {0} - Email: {1}", rowPersonKey, primaryEmail)); } } string schoolName = row[School]; if (!string.IsNullOrWhiteSpace(schoolName)) { // Add school if it doesn't exist Guid schoolGuid; var schoolExists = lookupContext.DefinedValues.Any(s => s.DefinedTypeId == schoolDefinedType.Id && s.Value.Equals(schoolName)); if (!schoolExists) { var newSchool = new DefinedValue(); newSchool.DefinedTypeId = schoolDefinedType.Id; newSchool.Value = schoolName; newSchool.Order = 0; lookupContext.DefinedValues.Add(newSchool); lookupContext.SaveChanges(); schoolGuid = newSchool.Guid; } else { schoolGuid = lookupContext.DefinedValues.FirstOrDefault(s => s.Value.Equals(schoolName)).Guid; } AddPersonAttribute(schoolAttribute, person, schoolGuid.ToString().ToUpper()); } foreach (var attributePair in customAttributes) { string newAttributeValue = row[attributePair.Key]; if (!string.IsNullOrWhiteSpace(newAttributeValue)) { // check if this attribute value is a date DateTime valueAsDateTime; if (DateTime.TryParseExact(newAttributeValue, dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out valueAsDateTime)) { newAttributeValue = valueAsDateTime.ToString("yyyy-MM-dd"); } int?newAttributeId = personAttributes.Where(a => a.Key == attributePair.Value.RemoveWhitespace()) .Select(a => (int?)a.Id).FirstOrDefault(); if (newAttributeId != null) { var newAttribute = AttributeCache.Read((int)newAttributeId); AddPersonAttribute(newAttribute, person, newAttributeValue); } } } // Add notes to timeline var notePairs = new Dictionary <string, string>(); notePairs.Add("General", row[GeneralNote]); notePairs.Add("Medical", row[MedicalNote]); notePairs.Add("Security", row[SecurityNote]); foreach (var notePair in notePairs.Where(n => !string.IsNullOrWhiteSpace(n.Value))) { var newNote = new Note(); newNote.NoteTypeId = personalNoteTypeId; newNote.CreatedByPersonAliasId = ImportPersonAliasId; newNote.CreatedDateTime = ImportDateTime; newNote.Text = notePair.Value; newNote.ForeignKey = rowPersonKey; newNote.ForeignId = rowPersonId; newNote.Caption = string.Format("{0} Note", notePair.Key); if (!notePair.Key.Equals("General")) { newNote.IsAlert = true; } newNoteList.Add(newNote); } #endregion person create var groupMember = new GroupMember(); groupMember.Person = person; groupMember.GroupRoleId = groupRoleId; groupMember.CreatedDateTime = ImportDateTime; groupMember.ModifiedDateTime = ImportDateTime; groupMember.CreatedByPersonAliasId = ImportPersonAliasId; groupMember.GroupMemberStatus = GroupMemberStatus.Active; if (rowFamilyKey != currentFamilyGroup.ForeignKey) { // person not part of the previous family, see if that family exists or create a new one currentFamilyGroup = ImportedFamilies.FirstOrDefault(g => g.ForeignKey == rowFamilyKey); if (currentFamilyGroup == null) { currentFamilyGroup = CreateFamilyGroup(row[FamilyName], rowFamilyKey); newFamilyList.Add(currentFamilyGroup); newFamilies++; } else { lookupContext.Groups.Attach(currentFamilyGroup); lookupContext.Entry(currentFamilyGroup).State = EntityState.Modified; } currentFamilyGroup.Members.Add(groupMember); } else { // person is part of this family group, check if they're a visitor if (isFamilyRelationship || currentFamilyGroup.Members.Count() < 1) { currentFamilyGroup.Members.Add(groupMember); } else { var visitorFamily = CreateFamilyGroup(person.LastName + " Family", rowFamilyKey); visitorFamily.Members.Add(groupMember); newFamilyList.Add(visitorFamily); newVisitorList.Add(visitorFamily); newFamilies++; } } // look ahead 1 row string rowNextFamilyKey = "-1"; if ((row = csvData.Database.FirstOrDefault()) != null) { rowNextFamilyKey = row[FamilyId]; } newPeople++; completed++; if (completed % (ReportingNumber * 10) < 1) { ReportProgress(0, string.Format("{0:N0} people imported.", completed)); } if (newPeople >= ReportingNumber && rowNextFamilyKey != currentFamilyGroup.ForeignKey) { SaveIndividuals(newFamilyList, newVisitorList, newNoteList); lookupContext.SaveChanges(); ReportPartialProgress(); // Clear out variables currentFamilyGroup = new Group(); newFamilyList.Clear(); newVisitorList.Clear(); newNoteList.Clear(); newPeople = 0; } } else { row = csvData.Database.FirstOrDefault(); } } // Save any changes to new families if (newFamilyList.Any()) { SaveIndividuals(newFamilyList, newVisitorList, newNoteList); } // Save any changes to existing families lookupContext.SaveChanges(); DetachAllInContext(lookupContext); lookupContext.Dispose(); ReportProgress(0, string.Format("Finished individual import: {0:N0} families and {1:N0} people added.", newFamilies, completed)); return(completed); }
/// <summary> /// Loads the individual data. /// </summary> /// <param name="csvData">The CSV data.</param> private int LoadIndividuals(CsvDataModel csvData) { var lookupContext = new RockContext(); var groupTypeRoleService = new GroupTypeRoleService(lookupContext); var groupMemberService = new GroupMemberService(lookupContext); // Marital statuses: Married, Single, Separated, etc var maritalStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_MARITAL_STATUS), lookupContext).DefinedValues; // Connection statuses: Member, Visitor, Attendee, etc var connectionStatusTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_CONNECTION_STATUS), lookupContext).DefinedValues; int memberConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_MEMBER)).Id; int visitorConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_VISITOR)).Id; int attendeeConnectionStatusId = connectionStatusTypes.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_ATTENDEE)).Id; // Suffix type: Dr., Jr., II, etc var suffixTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_SUFFIX), lookupContext).DefinedValues; // Title type: Mr., Mrs. Dr., etc var titleTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_TITLE), lookupContext).DefinedValues; // Record statuses: Active, Inactive, Pending int?recordStatusActiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_ACTIVE), lookupContext).Id; int?recordStatusInactiveId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE), lookupContext).Id; int?recordStatusPendingId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_PENDING), lookupContext).Id; // Deceased record status reason (others available: No Activity, Moved, etc) var recordStatusDeceasedId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_REASON_DECEASED)).Id; // Record type: Person int?personRecordTypeId = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON), lookupContext).Id; // Group roles: Owner, Adult, Child, others GroupTypeRole ownerRole = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_OWNER)); int adultRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT)).Id; int childRoleId = groupTypeRoleService.Get(new Guid(Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_CHILD)).Id; // Phone types: Home, Work, Mobile var numberTypeValues = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE), lookupContext).DefinedValues; // Timeline note type id var noteTimelineTypeId = new NoteTypeService(lookupContext).Get(new Guid("7E53487C-D650-4D85-97E2-350EB8332763")).Id; // School defined type var schoolDefinedType = DefinedTypeCache.Read(new Guid("576FF1E2-6225-4565-A16D-230E26167A3D")); // Look up additional Person attributes (existing) var personAttributes = new AttributeService(lookupContext).GetByEntityTypeId(PersonEntityTypeId).ToList(); // Core attributes: PreviousChurch, Position, Employer, School, etc var previousChurchAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "PreviousChurch")); var employerAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Employer")); var positionAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Position")); var firstVisitAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "FirstVisit")); var schoolAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "School")); var membershipDateAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "MembershipDate")); var baptismDateAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "BaptismDate")); var facebookAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Facebook")); var twitterAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Twitter")); var instagramAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key == "Instagram")); // Text field type id int textFieldTypeId = FieldTypeCache.Read(new Guid(Rock.SystemGuid.FieldType.TEXT), lookupContext).Id; // Attribute entity type id int attributeEntityTypeId = EntityTypeCache.Read("Rock.Model.Attribute").Id; // Visit info category var visitInfoCategory = new CategoryService(lookupContext).GetByEntityTypeId(attributeEntityTypeId) .Where(c => c.Name == "Visit Information").FirstOrDefault(); // Add a Secondary Email attribute if it doesn't exist var secondaryEmail = personAttributes.FirstOrDefault(a => a.Key == "SecondaryEmail"); if (secondaryEmail == null) { secondaryEmail = new Rock.Model.Attribute(); secondaryEmail.Key = "SecondaryEmail"; secondaryEmail.Name = "Secondary Email"; secondaryEmail.FieldTypeId = textFieldTypeId; secondaryEmail.EntityTypeId = PersonEntityTypeId; secondaryEmail.EntityTypeQualifierValue = string.Empty; secondaryEmail.EntityTypeQualifierColumn = string.Empty; secondaryEmail.Description = "The secondary email for this person"; secondaryEmail.DefaultValue = string.Empty; secondaryEmail.IsMultiValue = false; secondaryEmail.IsRequired = false; secondaryEmail.Order = 0; lookupContext.Attributes.Add(secondaryEmail); secondaryEmail.Categories.Add(visitInfoCategory); lookupContext.SaveChanges(true); } var secondaryEmailAttribute = AttributeCache.Read(secondaryEmail.Id, lookupContext); // Add a former name attribute var formerName = personAttributes.FirstOrDefault(a => a.Key == "FormerName"); if (formerName == null) { formerName = new Rock.Model.Attribute(); formerName.Key = "FormerName"; formerName.Name = "Former Name"; formerName.FieldTypeId = textFieldTypeId; formerName.EntityTypeId = PersonEntityTypeId; formerName.EntityTypeQualifierValue = string.Empty; formerName.EntityTypeQualifierColumn = string.Empty; formerName.Description = "The former name for this person"; formerName.DefaultValue = string.Empty; formerName.IsMultiValue = false; formerName.IsRequired = false; formerName.Order = 0; lookupContext.Attributes.Add(formerName); secondaryEmail.Categories.Add(visitInfoCategory); lookupContext.SaveChanges(true); } var formerNameAttribute = AttributeCache.Read(formerName.Id, lookupContext); // Look for custom attributes in the Individual file var allFields = csvData.TableNodes.FirstOrDefault().Columns.Select((node, index) => new { node = node, index = index }).ToList(); Dictionary <int, string> customAttributes = allFields.Where(f => f.index > Twitter).ToDictionary(f => f.index, f => f.node.Name); // Add any if they don't already exist if (customAttributes.Any()) { var newAttributes = new List <Rock.Model.Attribute>(); foreach (var newAttributePair in customAttributes.Where(ca => !personAttributes.Any(a => a.Name == ca.Value))) { var newAttribute = new Rock.Model.Attribute(); newAttribute.Name = newAttributePair.Value; newAttribute.Key = newAttributePair.Value.RemoveWhitespace(); newAttribute.Description = newAttributePair.Value + " created by CSV import"; newAttribute.EntityTypeQualifierValue = string.Empty; newAttribute.EntityTypeQualifierColumn = string.Empty; newAttribute.EntityTypeId = PersonEntityTypeId; newAttribute.FieldTypeId = textFieldTypeId; newAttribute.DefaultValue = string.Empty; newAttribute.IsMultiValue = false; newAttribute.IsGridColumn = false; newAttribute.IsRequired = false; newAttribute.Order = 0; newAttributes.Add(newAttribute); } lookupContext.Attributes.AddRange(newAttributes); lookupContext.SaveChanges(true); personAttributes.AddRange(newAttributes); } var dateFormats = new[] { "MM/dd/yyyy", "MM/dd/yy" }; var currentFamilyGroup = new Group(); var newFamilyList = new List <Group>(); var newVisitorList = new List <Group>(); var importDate = DateTime.Now; int completed = 0; ReportProgress(0, string.Format("Starting Individual import ({0:N0} already exist).", ImportedPeople.Count(p => p.Members.Any(m => m.Person.ForeignId != null)))); string[] row; // Uses a look-ahead enumerator: this call will move to the next record immediately while ((row = csvData.Database.FirstOrDefault()) != null) { int groupRoleId = adultRoleId; bool isFamilyRelationship = true; string rowFamilyId = row[FamilyId]; string rowPersonId = row[PersonId]; string rowFamilyName = row[FamilyName]; if (!string.IsNullOrWhiteSpace(rowFamilyId) && rowFamilyId != currentFamilyGroup.ForeignId) { currentFamilyGroup = ImportedPeople.FirstOrDefault(p => p.ForeignId == rowFamilyId); if (currentFamilyGroup == null) { currentFamilyGroup = new Group(); currentFamilyGroup.ForeignId = rowFamilyId; currentFamilyGroup.Name = row[FamilyName]; currentFamilyGroup.CreatedByPersonAliasId = ImportPersonAlias.Id; currentFamilyGroup.GroupTypeId = FamilyGroupTypeId; } } // Verify this person isn't already in our data var personExists = ImportedPeople.Any(p => p.Members.Any(m => m.Person.ForeignId == rowPersonId)); if (!personExists) { var person = new Person(); person.ForeignId = rowPersonId; person.SystemNote = string.Format("Imported via Excavator on {0}", importDate.ToString()); person.RecordTypeValueId = personRecordTypeId; person.CreatedByPersonAliasId = ImportPersonAlias.Id; string firstName = row[FirstName]; person.FirstName = firstName; person.NickName = row[NickName] ?? firstName; person.MiddleName = row[MiddleName]; person.LastName = row[LastName]; #region Assign values to the Person record DateTime birthDate; if (DateTime.TryParseExact(row[DateOfBirth], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out birthDate)) { person.BirthDate = birthDate; } DateTime anniversary; if (DateTime.TryParseExact(row[Anniversary], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out anniversary)) { person.AnniversaryDate = anniversary; } string gender = row[Gender]; if (gender != null) { switch (gender.Trim().ToLower()) { case "m": case "male": person.Gender = Rock.Model.Gender.Male; break; case "f": case "female": person.Gender = Rock.Model.Gender.Female; break; default: person.Gender = Rock.Model.Gender.Unknown; break; } } string prefix = row[Prefix]; if (!string.IsNullOrWhiteSpace(prefix)) { prefix = prefix.RemoveSpecialCharacters().Trim(); person.TitleValueId = titleTypes.Where(s => prefix == s.Value.RemoveSpecialCharacters()) .Select(s => (int?)s.Id).FirstOrDefault(); } string suffix = row[Suffix]; if (!string.IsNullOrWhiteSpace(suffix)) { suffix = suffix.RemoveSpecialCharacters().Trim(); person.SuffixValueId = suffixTypes.Where(s => suffix == s.Value.RemoveSpecialCharacters()) .Select(s => (int?)s.Id).FirstOrDefault(); } string maritalStatus = row[MaritalStatus]; if (!string.IsNullOrWhiteSpace(maritalStatus)) { person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == maritalStatus) .Select(dv => (int?)dv.Id).FirstOrDefault(); } else { person.MaritalStatusValueId = maritalStatusTypes.Where(dv => dv.Value == "Unknown") .Select(dv => (int?)dv.Id).FirstOrDefault(); } string familyRole = row[FamilyRole]; if (!string.IsNullOrWhiteSpace(familyRole)) { if (familyRole == "Visitor") { isFamilyRelationship = false; } if (familyRole == "Child" || person.Age < 18) { groupRoleId = childRoleId; } } string connectionStatus = row[ConnectionStatus]; if (!string.IsNullOrWhiteSpace(connectionStatus)) { if (connectionStatus == "Member") { person.ConnectionStatusValueId = memberConnectionStatusId; } else if (connectionStatus == "Visitor") { person.ConnectionStatusValueId = visitorConnectionStatusId; } else if (connectionStatus == "Deceased") { person.IsDeceased = true; person.RecordStatusReasonValueId = recordStatusDeceasedId; } else { // look for user-defined connection type or default to Attendee var customConnectionType = connectionStatusTypes.Where(dv => dv.Value == connectionStatus) .Select(dv => (int?)dv.Id).FirstOrDefault(); person.ConnectionStatusValueId = customConnectionType ?? attendeeConnectionStatusId; person.RecordStatusValueId = recordStatusActiveId; } } string recordStatus = row[RecordStatus]; if (!string.IsNullOrWhiteSpace(recordStatus)) { switch (recordStatus.Trim()) { case "Active": person.RecordStatusValueId = recordStatusActiveId; break; case "Inactive": person.RecordStatusValueId = recordStatusInactiveId; break; default: person.RecordStatusValueId = recordStatusPendingId; break; } } var personNumbers = new Dictionary <string, string>(); personNumbers.Add("Home", row[HomePhone]); personNumbers.Add("Mobile", row[MobilePhone]); personNumbers.Add("Work", row[WorkPhone]); string smsAllowed = row[AllowSMS]; foreach (var numberPair in personNumbers.Where(n => !string.IsNullOrWhiteSpace(n.Value))) { var extension = string.Empty; var countryCode = Rock.Model.PhoneNumber.DefaultCountryCode(); var normalizedNumber = string.Empty; var countryIndex = numberPair.Value.IndexOf('+'); int extensionIndex = numberPair.Value.LastIndexOf('x') > 0 ? numberPair.Value.LastIndexOf('x') : numberPair.Value.Length; if (countryIndex >= 0) { countryCode = numberPair.Value.Substring(countryIndex, countryIndex + 3).AsNumeric(); normalizedNumber = numberPair.Value.Substring(countryIndex + 3, extensionIndex - 3).AsNumeric(); extension = numberPair.Value.Substring(extensionIndex); } else if (extensionIndex > 0) { normalizedNumber = numberPair.Value.Substring(0, extensionIndex).AsNumeric(); extension = numberPair.Value.Substring(extensionIndex).AsNumeric(); } else { normalizedNumber = numberPair.Value.AsNumeric(); } if (!string.IsNullOrWhiteSpace(normalizedNumber)) { var currentNumber = new PhoneNumber(); currentNumber.CountryCode = countryCode; currentNumber.CreatedByPersonAliasId = ImportPersonAlias.Id; currentNumber.Extension = extension.Left(20); currentNumber.Number = normalizedNumber.Left(20); currentNumber.NumberTypeValueId = numberTypeValues.Where(v => v.Value.Equals(numberPair.Key)) .Select(v => (int?)v.Id).FirstOrDefault(); if (numberPair.Key == "Mobile") { switch (smsAllowed.Trim().ToLower()) { case "y": case "yes": case "active": currentNumber.IsMessagingEnabled = true; break; default: currentNumber.IsMessagingEnabled = false; break; } } person.PhoneNumbers.Add(currentNumber); } } // Map Person attributes person.Attributes = new Dictionary <string, AttributeCache>(); person.AttributeValues = new Dictionary <string, AttributeValue>(); string formerNameValue = row[FormerName]; if (!string.IsNullOrWhiteSpace(formerNameValue)) { AddPersonAttribute(formerNameAttribute, person, formerNameValue); } bool isEmailActive; switch (row[IsEmailActive].Trim().ToLower()) { case "n": case "no": case "inactive": isEmailActive = false; break; default: isEmailActive = true; break; } EmailPreference emailPreference; switch (row[AllowBulkEmail].Trim().ToLower()) { case "n": case "no": case "inactive": emailPreference = EmailPreference.NoMassEmails; break; default: emailPreference = EmailPreference.EmailAllowed; break; } string primaryEmail = row[Email]; if (!string.IsNullOrWhiteSpace(primaryEmail)) { person.Email = primaryEmail; person.IsEmailActive = isEmailActive; person.EmailPreference = emailPreference; } string secondaryEmailValue = row[SecondaryEmail]; if (!string.IsNullOrWhiteSpace(secondaryEmailValue)) { AddPersonAttribute(secondaryEmailAttribute, person, secondaryEmailValue); } DateTime membershipDateValue; if (DateTime.TryParseExact(row[MembershipDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out membershipDateValue)) { AddPersonAttribute(membershipDateAttribute, person, membershipDateValue.ToString()); } DateTime baptismDateValue; if (DateTime.TryParseExact(row[BaptismDate], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out baptismDateValue)) { AddPersonAttribute(baptismDateAttribute, person, baptismDateValue.ToString()); } DateTime firstVisitValue; if (DateTime.TryParseExact(row[FirstVisit], dateFormats, CultureInfo.InvariantCulture, DateTimeStyles.None, out firstVisitValue)) { AddPersonAttribute(firstVisitAttribute, person, firstVisitValue.ToString()); } string previousChurchValue = row[PreviousChurch]; if (!string.IsNullOrWhiteSpace(previousChurchValue)) { AddPersonAttribute(previousChurchAttribute, person, previousChurchValue); } string positionValue = row[Occupation]; if (!string.IsNullOrWhiteSpace(positionValue)) { AddPersonAttribute(positionAttribute, person, positionValue); } string employerValue = row[Employer]; if (!string.IsNullOrWhiteSpace(employerValue)) { AddPersonAttribute(employerAttribute, person, employerValue); } string schoolName = row[School]; if (!string.IsNullOrWhiteSpace(schoolName)) { // Add school if it doesn't exist Guid schoolGuid; var schoolExists = schoolDefinedType.DefinedValues.Any(s => s.Value.Equals(schoolName)); if (!schoolExists) { var newSchool = new DefinedValue(); newSchool.DefinedTypeId = schoolDefinedType.Id; newSchool.Value = schoolName; newSchool.Order = 0; lookupContext.DefinedValues.Add(newSchool); lookupContext.SaveChanges(); schoolGuid = newSchool.Guid; } else { schoolGuid = schoolDefinedType.DefinedValues.FirstOrDefault(s => s.Value.Equals(schoolName)).Guid; } AddPersonAttribute(schoolAttribute, person, schoolGuid.ToString()); } string facebookValue = row[Facebook]; if (!string.IsNullOrWhiteSpace(facebookValue)) { AddPersonAttribute(facebookAttribute, person, facebookValue); } string twitterValue = row[Twitter]; if (!string.IsNullOrWhiteSpace(twitterValue)) { AddPersonAttribute(twitterAttribute, person, twitterValue); } string instagramValue = row[Instagram]; if (!string.IsNullOrWhiteSpace(instagramValue)) { AddPersonAttribute(instagramAttribute, person, instagramValue); } foreach (var attributePair in customAttributes) { string newAttributeValue = row[attributePair.Key]; if (!string.IsNullOrWhiteSpace(newAttributeValue)) { int?newAttributeId = personAttributes.Where(a => a.Key == attributePair.Value) .Select(a => (int?)a.Id).FirstOrDefault(); if (newAttributeId != null) { var newAttribute = AttributeCache.Read((int)newAttributeId); AddPersonAttribute(newAttribute, person, newAttributeValue); } } } // Add notes to timeline var notePairs = new Dictionary <string, string>(); notePairs.Add("General", row[GeneralNote]); notePairs.Add("Medical", row[MedicalNote]); notePairs.Add("Security", row[SecurityNote]); var newNoteList = new List <Note>(); foreach (var notePair in notePairs.Where(n => !string.IsNullOrWhiteSpace(n.Value))) { var newNote = new Note(); newNote.CreatedByPersonAliasId = ImportPersonAlias.Id; newNote.CreatedDateTime = importDate; newNote.EntityId = person.Id; newNote.Text = notePair.Value; newNote.NoteTypeId = noteTimelineTypeId; newNote.Caption = string.Format("{0} Note", notePair.Key); if (!notePair.Key.Equals("General")) { newNote.IsAlert = true; } newNoteList.Add(newNote); } if (newNoteList.Any()) { lookupContext.Notes.AddRange(newNoteList); lookupContext.SaveChanges(true); } #endregion var groupMember = new GroupMember(); groupMember.Person = person; groupMember.GroupRoleId = groupRoleId; groupMember.GroupMemberStatus = GroupMemberStatus.Active; if (isFamilyRelationship || currentFamilyGroup.Members.Count() < 1) { currentFamilyGroup.Members.Add(groupMember); newFamilyList.Add(currentFamilyGroup); completed++; } else { var visitorGroup = new Group(); visitorGroup.ForeignId = rowFamilyId.ToString(); visitorGroup.Members.Add(groupMember); visitorGroup.GroupTypeId = FamilyGroupTypeId; visitorGroup.Name = person.LastName + " Family"; newFamilyList.Add(visitorGroup); completed++; newVisitorList.Add(visitorGroup); } if (completed % (ReportingNumber * 10) < 1) { ReportProgress(0, string.Format("{0:N0} people imported.", completed)); } else if (completed % ReportingNumber < 1) { SaveIndividuals(newFamilyList, newVisitorList); ReportPartialProgress(); newFamilyList.Clear(); } } } if (newFamilyList.Any()) { SaveIndividuals(newFamilyList, newVisitorList); } ReportProgress(0, string.Format("Finished individual import: {0:N0} people imported.", completed)); return(completed); }