public DefinedValueSummary( DefinedValue dv )
{
mForeignIdValues = new List<string>();
Id = dv.Id.ToString();
DefinedTypeId = dv.DefinedTypeId.ToString();
Value = dv.Value;
Description = dv.Description;
ForeignId = dv.ForeignId;
Order = dv.Order;
IsSystem = dv.IsSystem;
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
RockContext rockContext = new RockContext();
pnlAddress.Visible = GetAttributeValue("ShowAddress").AsBoolean();
acAddress.Required = GetAttributeValue("AddressRequired").AsBoolean();
var person = CurrentPerson;
if (person != null)
{
imgPhoto.BinaryFileId = person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPersonPhotoUrl(person, 200, 200);
ddlTitle.SelectedValue = person.TitleValueId.HasValue ? person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = person.FirstName;
tbNickName.Text = person.NickName;
tbLastName.Text = person.LastName;
ddlSuffix.SelectedValue = person.SuffixValueId.HasValue ? person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = person.BirthDate;
rblGender.SelectedValue = person.Gender.ConvertToString();
tbEmail.Text = person.Email;
rblEmailPreference.SelectedValue = person.EmailPreference.ConvertToString(false);
Guid?locationTypeGuid = GetAttributeValue("LocationType").AsGuidOrNull();
if (locationTypeGuid.HasValue)
{
var addressTypeDv = DefinedValueCache.Read(locationTypeGuid.Value);
// if address type is home enable the move and is mailing/physical
if (addressTypeDv.Guid == Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME.AsGuid())
{
lbMoved.Visible = true;
cbIsMailingAddress.Visible = true;
cbIsPhysicalAddress.Visible = true;
}
else
{
lbMoved.Visible = false;
cbIsMailingAddress.Visible = false;
cbIsPhysicalAddress.Visible = false;
}
lAddressTitle.Text = addressTypeDv.Value + " Address";
var familyGroupTypeGuid = Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY.AsGuidOrNull();
if (familyGroupTypeGuid.HasValue)
{
var familyGroupType = GroupTypeCache.Read(familyGroupTypeGuid.Value);
var familyAddress = new GroupLocationService(rockContext).Queryable()
.Where(l => l.Group.GroupTypeId == familyGroupType.Id &&
l.GroupLocationTypeValueId == addressTypeDv.Id &&
l.Group.Members.Any(m => m.PersonId == person.Id))
.FirstOrDefault();
if (familyAddress != null)
{
acAddress.SetValues(familyAddress.Location);
cbIsMailingAddress.Checked = familyAddress.IsMailingLocation;
cbIsPhysicalAddress.Checked = familyAddress.IsMappedLocation;
}
}
}
var mobilePhoneType = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE));
var phoneNumbers = new List <PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE));
if (phoneNumberTypes.DefinedValues.Any())
{
foreach (var phoneNumberType in phoneNumberTypes.DefinedValues)
{
var phoneNumber = person.PhoneNumbers.FirstOrDefault(n => n.NumberTypeValueId == phoneNumberType.Id);
if (phoneNumber == null)
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber {
NumberTypeValueId = numberType.Id, NumberTypeValue = numberType
};
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber(phoneNumber.CountryCode, phoneNumber.Number);
}
phoneNumbers.Add(phoneNumber);
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
}
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
lTitle.Text = string.Format("Edit: {0}", Person.FullName).FormatAsHtmlTitle();
imgPhoto.BinaryFileId = Person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPersonNoPictureUrl(this.Person, 400, 400);
ddlTitle.SelectedValue = Person.TitleValueId.HasValue ? Person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = Person.FirstName;
tbNickName.Text = string.IsNullOrWhiteSpace(Person.NickName) ? string.Empty : (Person.NickName.Equals(Person.FirstName, StringComparison.OrdinalIgnoreCase) ? string.Empty : Person.NickName);
tbMiddleName.Text = Person.MiddleName;
tbLastName.Text = Person.LastName;
ddlSuffix.SelectedValue = Person.SuffixValueId.HasValue ? Person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = Person.BirthDate;
if (Person.GraduationYear.HasValue)
{
ypGraduation.SelectedYear = Person.GraduationYear.Value;
}
else
{
ypGraduation.SelectedYear = null;
}
if (!Person.HasGraduated ?? false)
{
int gradeOffset = Person.GradeOffset.Value;
var maxGradeOffset = ddlGradePicker.MaxGradeOffset;
// keep trying until we find a Grade that has a gradeOffset that that includes the Person's gradeOffset (for example, there might be combined grades)
while (!ddlGradePicker.Items.OfType <ListItem>().Any(a => a.Value.AsInteger() == gradeOffset) && gradeOffset <= maxGradeOffset)
{
gradeOffset++;
}
ddlGradePicker.SetValue(gradeOffset);
}
else
{
ddlGradePicker.SelectedIndex = 0;
}
dpAnniversaryDate.SelectedDate = Person.AnniversaryDate;
rblGender.SelectedValue = Person.Gender.ConvertToString(false);
ddlMaritalStatus.SetValue(Person.MaritalStatusValueId);
ddlConnectionStatus.SetValue(Person.ConnectionStatusValueId);
lConnectionStatusReadOnly.Text = Person.ConnectionStatusValueId.HasValue ? Person.ConnectionStatusValue.Value : string.Empty;
tbEmail.Text = Person.Email;
cbIsEmailActive.Checked = Person.IsEmailActive;
rblEmailPreference.SelectedValue = Person.EmailPreference.ConvertToString(false);
rblCommunicationPreference.SetValue(Person.CommunicationPreference == CommunicationType.SMS ? "2" : "1");
ddlRecordStatus.SetValue(Person.RecordStatusValueId);
lRecordStatusReadOnly.Text = Person.RecordStatusValueId.HasValue ? Person.RecordStatusValue.Value : string.Empty;
ddlReason.SetValue(Person.RecordStatusReasonValueId);
lReasonReadOnly.Text = Person.RecordStatusReasonValueId.HasValue ? Person.RecordStatusReasonValue.Value : string.Empty;
tbInactiveReasonNote.Text = Person.InactiveReasonNote;
lReasonNoteReadOnly.Text = Person.InactiveReasonNote;
ddlRecordStatus_SelectedIndexChanged(null, null);
var mobilePhoneType = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE));
var phoneNumbers = new List <PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE));
if (phoneNumberTypes.DefinedValues.Any())
{
foreach (var phoneNumberType in phoneNumberTypes.DefinedValues)
{
var phoneNumber = Person.PhoneNumbers.FirstOrDefault(n => n.NumberTypeValueId == phoneNumberType.Id);
if (phoneNumber == null)
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber {
NumberTypeValueId = numberType.Id, NumberTypeValue = numberType
};
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber(phoneNumber.CountryCode, phoneNumber.Number);
}
phoneNumbers.Add(phoneNumber);
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
ddlGivingGroup.SetValue(Person.GivingGroupId);
var personGivingEnvelopeAttribute = AttributeCache.Read(Rock.SystemGuid.Attribute.PERSON_GIVING_ENVELOPE_NUMBER.AsGuid());
rcwEnvelope.Visible = GlobalAttributesCache.Read().EnableGivingEnvelopeNumber&& personGivingEnvelopeAttribute != null;
if (personGivingEnvelopeAttribute != null)
{
tbGivingEnvelopeNumber.Text = Person.GetAttributeValue(personGivingEnvelopeAttribute.Key);
}
this.PersonPreviousNamesState = Person.GetPreviousNames().ToList();
BindPersonPreviousNamesGrid();
}
/// <summary>
/// Maps the communication data.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <returns></returns>
private void MapCommunication(IQueryable <Row> tableData)
{
var lookupContext = new RockContext();
var personService = new PersonService(lookupContext);
var attributeService = new AttributeService(lookupContext);
var definedTypePhoneType = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE), lookupContext);
var otherNumberType = definedTypePhoneType.DefinedValues.Where(dv => dv.Value.StartsWith("Other")).Select(v => (int?)v.Id).FirstOrDefault();
if (otherNumberType == null)
{
var otherType = new DefinedValue();
otherType.IsSystem = false;
otherType.DefinedTypeId = definedTypePhoneType.Id;
otherType.Order = 0;
otherType.Value = "Other";
otherType.Description = "Imported from FellowshipOne";
otherType.CreatedByPersonAliasId = ImportPersonAliasId;
lookupContext.DefinedValues.Add(otherType);
lookupContext.SaveChanges(DisableAuditing);
}
// Look up existing Person attributes
var personAttributes = attributeService.GetByEntityTypeId(PersonEntityTypeId).ToList();
// Cached Rock attributes: Facebook, Twitter, Instagram
var twitterAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key.Equals("Twitter", StringComparison.InvariantCultureIgnoreCase)));
var facebookAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key.Equals("Facebook", StringComparison.InvariantCultureIgnoreCase)));
var instagramAttribute = AttributeCache.Read(personAttributes.FirstOrDefault(a => a.Key.Equals("Instagram", StringComparison.InvariantCultureIgnoreCase)));
var newNumbers = new List <PhoneNumber>();
var existingNumbers = new PhoneNumberService(lookupContext).Queryable().AsNoTracking().ToList();
var newPeopleAttributes = new Dictionary <int, Person>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying communication import ({0:N0} found, {1:N0} already exist).", totalRows, existingNumbers.Count));
foreach (var groupedRows in tableData.OrderByDescending(r => r["LastUpdatedDate"]).GroupBy <Row, int?>(r => r["Household_ID"] as int?))
{
foreach (var row in groupedRows.Where(r => r != null))
{
string value = row["Communication_Value"] as string;
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
var peopleToUpdate = new List <PersonKeys>();
if (individualId != null)
{
var matchingPerson = GetPersonKeys(individualId, householdId, includeVisitors: false);
if (matchingPerson != null)
{
peopleToUpdate.Add(matchingPerson);
}
}
else
{
peopleToUpdate = GetFamilyByHouseholdId(householdId, includeVisitors: false);
}
if (peopleToUpdate.Any() && !string.IsNullOrWhiteSpace(value))
{
DateTime?lastUpdated = row["LastUpdatedDate"] as DateTime?;
string communicationComment = row["Communication_Comment"] as string;
string type = row["Communication_Type"] as string;
bool isListed = (bool)row["Listed"];
value = value.RemoveWhitespace();
// Communication value is a number
if (type.Contains("Phone") || type.Contains("Mobile"))
{
var extension = string.Empty;
var countryCode = PhoneNumber.DefaultCountryCode();
var normalizedNumber = string.Empty;
var countryIndex = value.IndexOf('+');
int extensionIndex = value.LastIndexOf('x') > 0 ? value.LastIndexOf('x') : value.Length;
if (countryIndex >= 0)
{
countryCode = value.Substring(countryIndex, countryIndex + 3).AsNumeric();
normalizedNumber = value.Substring(countryIndex + 3, extensionIndex - 3).AsNumeric();
extension = value.Substring(extensionIndex);
}
else if (extensionIndex > 0)
{
normalizedNumber = value.Substring(0, extensionIndex).AsNumeric();
extension = value.Substring(extensionIndex).AsNumeric();
}
else
{
normalizedNumber = value.AsNumeric();
}
if (!string.IsNullOrWhiteSpace(normalizedNumber))
{
foreach (var personKeys in peopleToUpdate)
{
bool numberExists = existingNumbers.Any(n => n.PersonId == personKeys.PersonId && n.Number.Equals(value));
if (!numberExists)
{
var newNumber = new PhoneNumber();
newNumber.CreatedByPersonAliasId = ImportPersonAliasId;
newNumber.ModifiedDateTime = lastUpdated;
newNumber.PersonId = (int)personKeys.PersonId;
newNumber.IsMessagingEnabled = false;
newNumber.CountryCode = countryCode;
newNumber.IsUnlisted = !isListed;
newNumber.Extension = extension.Left(20) ?? string.Empty;
newNumber.Number = normalizedNumber.Left(20);
newNumber.Description = communicationComment;
newNumber.NumberFormatted = PhoneNumber.FormattedNumber(countryCode, newNumber.Number, true);
var matchingNumberType = definedTypePhoneType.DefinedValues.Where(v => type.StartsWith(v.Value))
.Select(v => (int?)v.Id).FirstOrDefault();
newNumber.NumberTypeValueId = matchingNumberType ?? otherNumberType;
newNumbers.Add(newNumber);
existingNumbers.Add(newNumber);
}
}
completed++;
}
}
else
{
Person person = null;
var personKeys = peopleToUpdate.FirstOrDefault();
if (!newPeopleAttributes.ContainsKey(personKeys.PersonId))
{
// not in dictionary, get person from database
person = personService.Queryable(includeDeceased: true).FirstOrDefault(p => p.Id == personKeys.PersonId);
}
else
{
// reuse person from dictionary
person = newPeopleAttributes[personKeys.PersonId];
}
if (person != null)
{
if (person.Attributes == null || person.AttributeValues == null)
{
// make sure we have valid objects to assign to
person.Attributes = new Dictionary <string, AttributeCache>();
person.AttributeValues = new Dictionary <string, AttributeValueCache>();
}
// Check for an InFellowship ID/email before checking other types of email
var isLoginValue = type.IndexOf("InFellowship", StringComparison.OrdinalIgnoreCase) >= 0;
var personAlreadyHasLogin = person.Attributes.ContainsKey(InFellowshipLoginAttribute.Key);
if (isLoginValue && !personAlreadyHasLogin)
{
AddPersonAttribute(InFellowshipLoginAttribute, person, value);
AddUserLogin(AuthProviderEntityTypeId, person, value);
}
else if (value.IsEmail())
{
// person email is empty
if (string.IsNullOrWhiteSpace(person.Email))
{
person.Email = value.Left(75);
person.IsEmailActive = isListed;
person.EmailPreference = isListed ? EmailPreference.EmailAllowed : EmailPreference.DoNotEmail;
person.ModifiedDateTime = lastUpdated;
person.EmailNote = communicationComment;
lookupContext.SaveChanges(DisableAuditing);
}
// this is a different email, assign it to SecondaryEmail
else if (!person.Email.Equals(value) && !person.Attributes.ContainsKey(SecondaryEmailAttribute.Key))
{
AddPersonAttribute(SecondaryEmailAttribute, person, value);
}
}
else if (type.Contains("Twitter") && !person.Attributes.ContainsKey(twitterAttribute.Key))
{
AddPersonAttribute(twitterAttribute, person, value);
}
else if (type.Contains("Facebook") && !person.Attributes.ContainsKey(facebookAttribute.Key))
{
AddPersonAttribute(facebookAttribute, person, value);
}
else if (type.Contains("Instagram") && !person.Attributes.ContainsKey(instagramAttribute.Key))
{
AddPersonAttribute(instagramAttribute, person, value);
}
if (!newPeopleAttributes.ContainsKey(personKeys.PersonId))
{
newPeopleAttributes.Add(personKeys.PersonId, person);
}
else
{
newPeopleAttributes[personKeys.PersonId] = person;
}
}
completed++;
}
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} records imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
if (newNumbers.Any() || newPeopleAttributes.Any())
{
SaveCommunication(newNumbers, newPeopleAttributes);
}
// reset so context doesn't bloat
lookupContext = new RockContext();
personService = new PersonService(lookupContext);
newPeopleAttributes.Clear();
newNumbers.Clear();
ReportPartialProgress();
}
}
}
}
if (newNumbers.Any() || newPeopleAttributes.Any())
{
SaveCommunication(newNumbers, newPeopleAttributes);
}
ReportProgress(100, string.Format("Finished communication import: {0:N0} records imported.", completed));
}
private void ShowAttributeValueEdit(int valueId, bool setValues)
{
var definedType = DefinedTypeCache.Read( hfDefinedTypeId.ValueAsInt() );
DefinedValue definedValue;
if ( !valueId.Equals( 0 ) )
{
definedValue = new DefinedValueService().Get( valueId );
if ( definedType != null )
{
lActionTitleDefinedValue.Text = ActionTitle.Edit( "defined value for " + definedType.Name );
}
}
else
{
definedValue = new DefinedValue { Id = 0 };
definedValue.DefinedTypeId = hfDefinedTypeId.ValueAsInt();
if ( definedType != null )
{
lActionTitleDefinedValue.Text = ActionTitle.Add( "defined value for " + definedType.Name );
}
}
if ( setValues )
{
hfDefinedValueId.SetValue( definedValue.Id );
tbValueName.Text = definedValue.Name;
tbValueDescription.Text = definedValue.Description;
}
definedValue.LoadAttributes();
phDefinedValueAttributes.Controls.Clear();
Rock.Attribute.Helper.AddEditControls( definedValue, phDefinedValueAttributes, setValues );
SetValidationGroup( phDefinedValueAttributes.Controls, modalValue.ValidationGroup );
modalValue.Show();
}
/// <summary>
/// Adds a new defined value to a given DefinedType.
/// </summary>
/// <param name="topic">the string value of the new defined value</param>
/// <param name="definedTypeCache">a defined type cache to which the defined value will be added.</param>
/// <param name="rockContext"></param>
/// <returns></returns>
private DefinedValueCache AddDefinedTypeValue( string topic, DefinedTypeCache definedTypeCache, RockContext rockContext )
{
DefinedValueService definedValueService = new DefinedValueService( rockContext );
DefinedValue definedValue = new DefinedValue {
Id = 0,
IsSystem = false,
Value = topic,
Description = "",
CreatedDateTime = RockDateTime.Now,
DefinedTypeId = definedTypeCache.Id
};
definedValueService.Add( definedValue );
rockContext.SaveChanges();
Rock.Web.Cache.DefinedValueCache.Flush( definedValue.Id );
Rock.Web.Cache.DefinedTypeCache.Flush( definedTypeCache.Id );
return DefinedValueCache.Read( definedValue.Id, rockContext );
}
private void AddProperty( string key, int personId, DefinedValue value, bool selected = false )
{
AddProperty( key, key.SplitCase(), personId, value, selected );
}
/// <summary>
/// Handles the SaveClick event of the dlgLink control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs"/> instance containing the event data.</param>
protected void dlgLink_SaveClick( object sender, EventArgs e )
{
DefinedValue definedValue = null;
using ( var rockContext = new RockContext() )
{
var service = new DefinedValueService( rockContext );
int? definedValueId = hfDefinedValueId.Value.AsIntegerOrNull();
if ( definedValueId.HasValue )
{
definedValue = service.Get( definedValueId.Value );
}
if ( definedValue == null )
{
definedValue = new DefinedValue { Id = 0 };
definedValue.DefinedTypeId = _definedType.Id;
definedValue.IsSystem = false;
var orders = service.Queryable()
.Where( d => d.DefinedTypeId == _definedType.Id )
.Select( d => d.Order )
.ToList();
definedValue.Order = orders.Any() ? orders.Max() + 1 : 0;
}
definedValue.Value = tbTitle.Text;
definedValue.Description = tbLink.Text;
definedValue.LoadAttributes();
definedValue.SetAttributeValue( "IsLink", ( rblLinkType.SelectedValue == "Link" ).ToString() );
rockContext.WrapTransaction( () =>
{
if ( definedValue.Id.Equals( 0 ) )
{
service.Add( definedValue );
}
rockContext.SaveChanges();
definedValue.SaveAttributeValues( rockContext );
} );
Rock.Web.Cache.DefinedTypeCache.Flush( definedValue.DefinedTypeId );
Rock.Web.Cache.DefinedValueCache.Flush( definedValue.Id );
}
HideDialog();
BindGrid();
}
private IQueryable <HospitalRow> GetQuery(RockContext rockContext)
{
var contextEntity = this.ContextEntity();
var workflowService = new WorkflowService(rockContext);
var workflowActivityService = new WorkflowActivityService(rockContext);
var attributeService = new AttributeService(rockContext);
var attributeValueService = new AttributeValueService(rockContext);
var personAliasService = new PersonAliasService(rockContext);
var definedValueService = new DefinedValueService(rockContext);
var entityTypeService = new EntityTypeService(rockContext);
int entityTypeId = entityTypeService.Queryable().Where(et => et.Name == typeof(Workflow).FullName).FirstOrDefault().Id;
string status = (contextEntity != null ? "Completed" : "Active");
Guid hospitalWorkflow = GetAttributeValue("HospitalAdmissionWorkflow").AsGuid();
var workflowType = new WorkflowTypeService(rockContext).Get(hospitalWorkflow);
var workflowTypeIdAsString = workflowType.Id.ToString();
var attributeIds = attributeService.Queryable()
.Where(a => a.EntityTypeQualifierColumn == "WorkflowTypeId" && a.EntityTypeQualifierValue == workflowTypeIdAsString)
.Select(a => a.Id).ToList();
// Look up the activity type for "Visitation"
var visitationActivityIdAsString = workflowType.ActivityTypes.Where(at => at.Name == "Visitation Info").Select(at => at.Id.ToString()).FirstOrDefault();
var activityAttributeIds = attributeService.Queryable()
.Where(a => a.EntityTypeQualifierColumn == "ActivityTypeId" && a.EntityTypeQualifierValue == visitationActivityIdAsString)
.Select(a => a.Id).ToList();
var wfTmpqry = workflowService.Queryable().AsNoTracking()
.Where(w => (w.WorkflowType.Guid == hospitalWorkflow) && (w.Status == "Active" || w.Status == status));
if (contextEntity != null)
{
var personGuid = (( Person )contextEntity).Aliases.Select(a => a.Guid.ToString()).ToList();
var validWorkflowIds = new AttributeValueService(rockContext).Queryable()
.Where(av => av.Attribute.Key == "PersonToVisit" && personGuid.Contains(av.Value)).Select(av => av.EntityId);
wfTmpqry = wfTmpqry.Where(w => validWorkflowIds.Contains(w.Id));
gReport.Columns[10].Visible = true;
}
var visits = workflowActivityService.Queryable()
.Join(
attributeValueService.Queryable(),
wa => wa.Id,
av => av.EntityId.Value,
(wa, av) => new { WorkflowActivity = wa, AttributeValue = av })
.Where(a => activityAttributeIds.Contains(a.AttributeValue.AttributeId))
.GroupBy(wa => wa.WorkflowActivity)
.Select(obj => new { WorkflowActivity = obj.Key, AttributeValues = obj.Select(a => a.AttributeValue) })
.ToList();
var workflows = wfTmpqry.Join(
attributeValueService.Queryable(),
obj => obj.Id,
av => av.EntityId.Value,
(obj, av) => new { Workflow = obj, AttributeValue = av })
.Where(a => attributeIds.Contains(a.AttributeValue.AttributeId))
.GroupBy(obj => obj.Workflow)
.Select(obj => new { Workflow = obj.Key, AttributeValues = obj.Select(a => a.AttributeValue) })
.ToList();
var qry = workflows.AsQueryable().GroupJoin(visits.AsQueryable(), wf => wf.Workflow.Id, wa => wa.WorkflowActivity.WorkflowId, (wf, wa) => new { Workflow = wf, WorkflowActivities = wa })
.Select(obj => new { Workflow = obj.Workflow.Workflow, AttributeValues = obj.Workflow.AttributeValues, VisitationActivities = obj.WorkflowActivities }).ToList();
if (contextEntity == null)
{
// Make sure they aren't deceased
qry = qry.AsQueryable().Where(w => !
(personAliasService.Get(w.AttributeValues.Where(av => av.AttributeKey == "PersonToVisit").Select(av => av.Value).FirstOrDefault().AsGuid()) != null ?
personAliasService.Get(w.AttributeValues.Where(av => av.AttributeKey == "PersonToVisit").Select(av => av.Value).FirstOrDefault().AsGuid()).Person.IsDeceased :
false)).ToList();
}
var newQry = qry.Select(w => new HospitalRow
{
Id = w.Workflow.Id,
Workflow = w.Workflow,
Name = w.Workflow.Name,
Hospital = w.AttributeValues.Where(av => av.AttributeKey == "Hospital").Select(av => av.ValueFormatted).FirstOrDefault(),
HospitalAddress = new Func <string>(() =>
{
DefinedValue dv = definedValueService.Get(w.AttributeValues.Where(av => av.AttributeKey == "Hospital").Select(av => av.Value).FirstOrDefault().AsGuid());
dv.LoadAttributes();
return(dv.AttributeValues["Qualifier1"].ValueFormatted + " " +
dv.AttributeValues["Qualifier2"].ValueFormatted + " " +
dv.AttributeValues["Qualifier3"].ValueFormatted + ", " +
dv.AttributeValues["Qualifier4"].ValueFormatted);
})(),
PersonToVisit = new Func <Person>(() =>
{
PersonAlias pa = personAliasService.Get(w.AttributeValues.Where(av => av.AttributeKey == "PersonToVisit").Select(av => av.Value).FirstOrDefault().AsGuid());
if (pa != null)
{
return(pa.Person);
}
return(new Person());
})(),
Age = new Func <int?>(() =>
{
PersonAlias pa = personAliasService.Get(w.AttributeValues.Where(av => av.AttributeKey == "PersonToVisit").Select(av => av.Value).FirstOrDefault().AsGuid());
if (pa != null)
{
return(pa.Person.Age);
}
return(null);
})(),
Room = w.AttributeValues.Where(av => av.AttributeKey == "Room").Select(av => av.ValueFormatted).FirstOrDefault(),
AdmitDate = w.AttributeValues.Where(av => av.AttributeKey == "AdmitDate").Select(av => av.ValueAsDateTime).FirstOrDefault(),
Description = w.AttributeValues.Where(av => av.AttributeKey == "VisitationRequestDescription").Select(av => av.ValueFormatted).FirstOrDefault(),
Visits = w.VisitationActivities.Where(a => a.AttributeValues != null && a.AttributeValues.Where(av => av.AttributeKey == "VisitDate" && !string.IsNullOrWhiteSpace(av.Value)).Any()).Count(),
LastVisitor = new Func <string>(() => {
var visitor = w.VisitationActivities.Where(a => a.AttributeValues != null && a.AttributeValues.Where(av => av.AttributeKey == "VisitDate" && !string.IsNullOrWhiteSpace(av.Value)).Any()).Select(va => va.AttributeValues.Where(av => av.AttributeKey == "Visitor").LastOrDefault()).LastOrDefault();
if (visitor != null)
{
return(visitor.ValueFormatted);
}
return("N/A");
})(),
LastVisitDate = w.VisitationActivities.Where(a => a.AttributeValues != null && a.AttributeValues.Where(av => av.AttributeKey == "VisitDate" && !string.IsNullOrWhiteSpace(av.Value)).Any()).Select(va => va.AttributeValues.Where(av => av.AttributeKey == "VisitDate").LastOrDefault()).Select(av => av == null ? "N/A" : av.ValueFormatted).DefaultIfEmpty("N/A").LastOrDefault(),
LastVisitNotes = w.VisitationActivities.Where(a => a.AttributeValues != null && a.AttributeValues.Where(av => av.AttributeKey == "VisitDate" && !string.IsNullOrWhiteSpace(av.Value)).Any()).Select(va => va.AttributeValues.Where(av => av.AttributeKey == "VisitNote").LastOrDefault()).Select(av => av == null ? "N/A" : av.ValueFormatted).DefaultIfEmpty("N/A").LastOrDefault(),
DischargeDate = w.AttributeValues.Where(av => av.AttributeKey == "DischargeDate").Select(av => av.ValueFormatted).FirstOrDefault(),
Status = w.Workflow.Status,
Communion = w.AttributeValues.Where(av => av.AttributeKey == "Communion").Select(av => av.ValueFormatted).FirstOrDefault(),
Actions = ""
}).ToList().AsQueryable().OrderBy(p => p.Hospital).ThenBy(p => p.PersonToVisit.LastName);
return(newQry);
}
private void AddProperty(string key, int personId, DefinedValue value, bool selected = false)
{
AddProperty(key, key.SplitCase(), personId, value, selected);
}
public ClassNumber(DefinedValue definedValue)
{
}
/// <summary>
/// Maps the family address.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <returns></returns>
private void MapFamilyAddress( IQueryable<Row> tableData )
{
var lookupContext = new RockContext();
var locationService = new LocationService( lookupContext );
List<GroupMember> familyGroupMemberList = new GroupMemberService( lookupContext ).Queryable().AsNoTracking()
.Where( gm => gm.Group.GroupType.Guid == new Guid( Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY ) ).ToList();
var groupLocationDefinedType = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.GROUP_LOCATION_TYPE ), lookupContext );
int homeGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.FirstOrDefault( dv => dv.Guid == new Guid( Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME ) ).Id;
int workGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.FirstOrDefault( dv => dv.Guid == new Guid( Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_WORK ) ).Id;
int previousGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.FirstOrDefault( dv => dv.Guid == new Guid( Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_PREVIOUS ) ).Id;
string otherGroupLocationName = "Other (Imported)";
int? otherGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.Where( dv => dv.TypeName == otherGroupLocationName )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
if ( otherGroupLocationTypeId == null )
{
var otherGroupLocationType = new DefinedValue();
otherGroupLocationType.Value = otherGroupLocationName;
otherGroupLocationType.DefinedTypeId = groupLocationDefinedType.Id;
otherGroupLocationType.IsSystem = false;
otherGroupLocationType.Order = 0;
lookupContext.DefinedValues.Add( otherGroupLocationType );
lookupContext.SaveChanges( DisableAuditing );
otherGroupLocationTypeId = otherGroupLocationType.Id;
}
var newGroupLocations = new List<GroupLocation>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying address import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData.Where( r => r != null ) )
{
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys( individualId, householdId, includeVisitors: false );
if ( personKeys != null )
{
var familyGroup = familyGroupMemberList.Where( gm => gm.PersonId == personKeys.PersonId )
.Select( gm => gm.Group ).FirstOrDefault();
if ( familyGroup != null )
{
var groupLocation = new GroupLocation();
string street1 = row["Address_1"] as string;
string street2 = row["Address_2"] as string;
string city = row["City"] as string;
string state = row["State"] as string;
string country = row["country"] as string; // NOT A TYPO: F1 has property in lower-case
string zip = row["Postal_Code"] as string ?? string.Empty;
// restrict zip to 5 places to prevent duplicates
Location familyAddress = locationService.Get( street1, street2, city, state, zip.Left( 5 ), country, verifyLocation: false );
if ( familyAddress != null )
{
familyAddress.CreatedByPersonAliasId = ImportPersonAliasId;
familyAddress.Name = familyGroup.Name;
familyAddress.IsActive = true;
groupLocation.GroupId = familyGroup.Id;
groupLocation.LocationId = familyAddress.Id;
groupLocation.IsMailingLocation = true;
groupLocation.IsMappedLocation = true;
string addressType = row["Address_Type"].ToString().ToLower();
if ( addressType.Equals( "primary" ) )
{
groupLocation.GroupLocationTypeValueId = homeGroupLocationTypeId;
}
else if ( addressType.Equals( "business" ) || addressType.ToLower().Equals( "org" ) )
{
groupLocation.GroupLocationTypeValueId = workGroupLocationTypeId;
}
else if ( addressType.Equals( "previous" ) )
{
groupLocation.GroupLocationTypeValueId = previousGroupLocationTypeId;
}
else if ( !string.IsNullOrEmpty( addressType ) )
{
// look for existing group location types, otherwise mark as imported
var customTypeId = groupLocationDefinedType.DefinedValues.Where( dv => dv.Value.ToLower().Equals( addressType ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
groupLocation.GroupLocationTypeValueId = customTypeId ?? otherGroupLocationTypeId;
}
newGroupLocations.Add( groupLocation );
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} addresses imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SaveFamilyAddress( newGroupLocations );
// Reset context
newGroupLocations.Clear();
lookupContext = new RockContext();
locationService = new LocationService( lookupContext );
ReportPartialProgress();
}
}
}
}
}
if ( newGroupLocations.Any() )
{
SaveFamilyAddress( newGroupLocations );
}
ReportProgress( 100, string.Format( "Finished address import: {0:N0} addresses imported.", completed ) );
}
public ExceptionSpec(DefinedValue value)
{
}
/// <summary>
/// Maps the Giftedness Program.
/// </summary>
/// <param name="tableData">The table data.</param>
private void MapGiftednessProgram(IQueryable <Row> tableData)
{
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying Giftedness Program import ({0:N0} found).", totalRows));
foreach (var row in tableData)
{
var rockContext = new RockContext();
var categoryList = new CategoryService(rockContext).Queryable().ToList();
var attributeList = new AttributeService(rockContext).Queryable().ToList();
var definedTypeList = new DefinedTypeService(rockContext).Queryable().ToList();
var definedValueList = new DefinedValueService(rockContext).Queryable().ToList();
//check if category exists
string category = row["CategoryName"] as string;
if (categoryList.Find(c => c.Name == category) == null)
{
var entityType = new EntityTypeService(rockContext);
//creates if category doesn't exist
var newCategory = new Category();
newCategory.IsSystem = false;
newCategory.EntityTypeId = entityType.Queryable().Where(e => e.Name == "Rock.Model.Attribute").Select(e => e.Id).FirstOrDefault();
newCategory.EntityTypeQualifierColumn = "EntityTypeId";
newCategory.EntityTypeQualifierValue = Convert.ToString(PersonEntityTypeId); //Convert.ToString(entityType.Queryable().Where( e => e.Name == "Rock.Model.Person" ).Select( e => e.Id ).FirstOrDefault());
newCategory.Name = category;
newCategory.Description = "Contains the spiritual gifts attributes";
//var newCategoryContext = new RockContext();
//newCategoryContext.WrapTransaction( () =>
//{
// newCategoryContext.Configuration.AutoDetectChangesEnabled = false;
// newCategoryContext.Categories.Add( newCategory );
// newCategoryContext.SaveChanges( DisableAudit );
//} );
rockContext.WrapTransaction(() =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.Categories.Add(newCategory);
rockContext.SaveChanges(DisableAudit);
});
}
//Check if Attribute exists
if (attributeList.Find(a => a.Key == "Rank1") == null || attributeList.Find(a => a.Key == "Rank2") == null || attributeList.Find(a => a.Key == "Rank3") == null || attributeList.Find(a => a.Key == "Rank4") == null)
{
var fieldType = new FieldTypeService(rockContext);
var newAttributeList = new List <Rock.Model.Attribute>();
var fieldTypeId = fieldType.Queryable().Where(e => e.Name == "Defined Value").FirstOrDefault().Id;
var category2 = new CategoryService(rockContext).Queryable().Where(gt => gt.Name == "Spiritual Gifts").FirstOrDefault();
if (attributeList.Find(a => a.Key == "Rank1") == null)
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank1";
newAttribute.Name = "Rank 1";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 1";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List <Category>();
newAttribute.Categories.Add(category2);
newAttributeList.Add(newAttribute);
}
if (attributeList.Find(a => a.Key == "Rank2") == null)
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank2";
newAttribute.Name = "Rank 2";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 2";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List <Category>();
newAttribute.Categories.Add(category2);
newAttributeList.Add(newAttribute);
}
if (attributeList.Find(a => a.Key == "Rank3") == null)
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank3";
newAttribute.Name = "Rank 3";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 3";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List <Category>();
newAttribute.Categories.Add(category2);
newAttributeList.Add(newAttribute);
}
if (attributeList.Find(a => a.Key == "Rank4") == null)
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank4";
newAttribute.Name = "Rank 4";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 4";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List <Category>();
newAttribute.Categories.Add(category2);
newAttributeList.Add(newAttribute);
}
if (newAttributeList.Any())
{
//var newAttributeContext = new RockContext();
rockContext.WrapTransaction(() =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.Attributes.AddRange(newAttributeList);
rockContext.SaveChanges(DisableAudit);
newAttributeList.Clear();
});
}
}
//checks if Defined Type exists
if (definedTypeList.Find(d => d.Name == "Spiritual Gifts") == null)
{
var fieldTypeService = new FieldTypeService(rockContext);
//creates Defined Type
var newDefinedType = new DefinedType();
newDefinedType.IsSystem = false;
newDefinedType.FieldTypeId = fieldTypeService.Queryable().Where(f => f.Name == "Text").Select(f => f.Id).FirstOrDefault();
newDefinedType.Name = "Spiritual Gifts";
newDefinedType.Description = "Defined Type for Spiritual Gifts values";
newDefinedType.CategoryId = categoryList.Find(c => c.Name == "Person").Id;
//var newDTContext = new RockContext();
rockContext.WrapTransaction(() =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.DefinedTypes.Add(newDefinedType);
rockContext.SaveChanges(DisableAudit);
});
}
//checks if Defined Value exists
var spiritualGiftsDefineType = new DefinedTypeService(rockContext).Queryable().Where(d => d.Name == "Spiritual Gifts").FirstOrDefault();
string attributeName = row["AttributeName"] as string;
int? giftAttributeId = row["GiftAttributeID"] as int?;
if (definedValueList.Find(d => d.DefinedTypeId == spiritualGiftsDefineType.Id && d.Value == attributeName) == null)
{
var definedTypeService = new DefinedTypeService(rockContext);
//creates Defined Value
var newDefinedValue = new DefinedValue();
newDefinedValue.IsSystem = false;
newDefinedValue.DefinedTypeId = definedTypeService.Queryable().Where(d => d.Name == "Spiritual Gifts").Select(d => d.Id).FirstOrDefault();
newDefinedValue.Value = attributeName;
newDefinedValue.Description = "Spiritual Gift attribute value: " + attributeName;
newDefinedValue.ForeignId = Convert.ToString(giftAttributeId);
//var newDVContext = new RockContext();
rockContext.WrapTransaction(() =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.DefinedValues.Add(newDefinedValue);
rockContext.SaveChanges(DisableAudit);
});
}
completed++;
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} spiritual gifts attributes imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
ReportPartialProgress();
}
}
ReportProgress(100, string.Format("Finished spiritual gifts import: {0:N0} spiritual gifts attributes imported.", completed));
}
/// <summary>
/// Handles the Click event of the btnSaveDefinedValue control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs" /> instance containing the event data.</param>
protected void btnSaveValue_Click(object sender, EventArgs e)
{
DefinedValue definedValue;
var rockContext = new RockContext();
DefinedValueService definedValueService = new DefinedValueService(rockContext);
int definedValueId = hfDefinedValueId.ValueAsInt();
if (definedValueId.Equals(0))
{
int definedTypeId = hfDefinedTypeId.ValueAsInt();
definedValue = new DefinedValue {
Id = 0
};
definedValue.DefinedTypeId = definedTypeId;
definedValue.IsSystem = false;
var orders = definedValueService.Queryable()
.Where(d => d.DefinedTypeId == definedTypeId)
.Select(d => d.Order)
.ToList();
definedValue.Order = orders.Any() ? orders.Max() + 1 : 0;
}
else
{
definedValue = definedValueService.Get(definedValueId);
}
definedValue.Value = tbValueName.Text;
definedValue.Description = tbValueDescription.Text;
definedValue.LoadAttributes();
Rock.Attribute.Helper.GetEditValues(phDefinedValueAttributes, definedValue);
if (!Page.IsValid)
{
return;
}
if (!definedValue.IsValid)
{
// Controls will render the error messages
return;
}
Rock.Web.Cache.DefinedTypeCache.Flush(definedValue.DefinedTypeId);
Rock.Web.Cache.DefinedValueCache.Flush(definedValue.Id);
rockContext.WrapTransaction(() =>
{
if (definedValue.Id.Equals(0))
{
definedValueService.Add(definedValue);
}
rockContext.SaveChanges();
definedValue.SaveAttributeValues(rockContext);
});
BindDefinedValuesGrid();
hfDefinedValueId.Value = string.Empty;
modalValue.Hide();
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="csvData">The table data.</param>
private int MapContribution(CSVInstance csvData)
{
var lookupContext = new RockContext();
var currencyTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
var currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
var currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
var currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
var currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
var currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => (int?)dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue
{
Value = "Non-Cash",
Description = "Non-Cash",
DefinedTypeId = currencyTypes.Id
};
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
var sourceTypeOnsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION), lookupContext).Id;
var sourceTypeWebsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE), lookupContext).Id;
var sourceTypeKiosk = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Look for custom attributes in the Contribution file
var allFields = csvData.TableNodes.FirstOrDefault().Children.Select((node, index) => new { node = node, index = index }).ToList();
var customAttributes = allFields
.Where(f => f.index > ContributionCreditCardType)
.ToDictionary(f => f.index, f => f.node.Name);
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.Select(t => (int)t.ForeignId)
.OrderBy(t => t).ToList();
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
var completed = 0;
ReportProgress(0, $"Verifying contribution import ({importedContributions.Count:N0} already exist).");
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
var individualIdKey = row[IndividualID];
var contributionIdKey = row[ContributionID];
var contributionId = contributionIdKey.AsType <int?>();
if (contributionId != null && !importedContributions.Contains((int)contributionId))
{
var transaction = new FinancialTransaction
{
CreatedByPersonAliasId = ImportPersonAliasId,
ModifiedByPersonAliasId = ImportPersonAliasId,
TransactionTypeValueId = TransactionTypeContributionId,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualIdKey);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
else if (AnonymousGiverAliasId != null && AnonymousGiverAliasId > 0)
{
giverAliasId = AnonymousGiverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
var summary = row[Memo] as string;
if (!string.IsNullOrWhiteSpace(summary))
{
transaction.Summary = summary;
}
var batchIdKey = row[ContributionBatchID];
var batchId = batchIdKey.AsType <int?>();
if (batchId != null && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
var receivedDateKey = row[ReceivedDate];
var receivedDate = receivedDateKey.AsType <DateTime?>();
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
var contributionType = row[ContributionTypeName];
var creditCardType = row[ContributionCreditCardType];
if (!string.IsNullOrWhiteSpace(contributionType))
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
if (contributionType.Equals("cash", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if (contributionType.Equals("check", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if (contributionType.Equals("ach", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if (contributionType.Equals("credit card", StringComparison.CurrentCultureIgnoreCase))
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
// Determine CC Type
if (!string.IsNullOrWhiteSpace(creditCardType))
{
creditCardTypeId = creditCardTypes.Where(c => c.Value.StartsWith(creditCardType, StringComparison.CurrentCultureIgnoreCase) ||
c.Description.StartsWith(creditCardType, StringComparison.CurrentCultureIgnoreCase))
.Select(c => c.Id).FirstOrDefault();
}
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail
{
CreatedDateTime = receivedDate,
CreatedByPersonAliasId = giverAliasId,
ModifiedDateTime = ImportDateTime,
ModifiedByPersonAliasId = giverAliasId,
CurrencyTypeValueId = paymentCurrencyTypeId,
CreditCardTypeValueId = creditCardTypeId,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
transaction.FinancialPaymentDetail = paymentDetail;
}
var transactionCode = row[CheckNumber] as string;
// if transaction code provided, put it in the transaction code
if (!string.IsNullOrEmpty(transactionCode))
{
transaction.TransactionCode = transactionCode;
// check for SecureGive kiosk transactions
if (transactionCode.StartsWith("SG"))
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
}
var fundName = row[FundName] as string;
var subFund = row[SubFundName] as string;
var fundGLAccount = row[FundGLAccount] as string;
var subFundGLAccount = row[SubFundGLAccount] as string;
var isFundActiveKey = row[FundIsActive];
var isFundActive = isFundActiveKey.AsType <bool?>();
var isSubFundActiveKey = row[SubFundIsActive];
var isSubFundActive = isSubFundActiveKey.AsType <bool?>();
var statedValueKey = row[StatedValue];
var statedValue = statedValueKey.AsType <decimal?>();
var amountKey = row[Amount];
var amount = amountKey.AsType <decimal?>();
if (!string.IsNullOrWhiteSpace(fundName) & amount != null)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName.Truncate(50)));
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundGLAccount, null, null, isFundActive, null, null, null, null, "", "", null);
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.Contains(c.Name) || subFund.Contains(c.ShortCode));
if (campusFund != null)
{
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{fundName} {subFund}";
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund.Truncate(50)) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isSubFundActive, null, null, null, null, "", "", null);
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue != null && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail
{
Amount = (decimal)amount,
CreatedDateTime = receivedDate,
AccountId = transactionAccountId
};
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, $"{completed:N0} contributions imported.");
}
else if (completed % ReportingNumber < 1)
{
SaveContributions(newTransactions);
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if (newTransactions.Any())
{
SaveContributions(newTransactions);
}
ReportProgress(100, $"Finished contribution import: {completed:N0} contributions imported.");
return(completed);
}
protected void dlgPackage_SaveClick( object sender, EventArgs e )
{
int definedValueId = hfDefinedValueId.Value.AsInteger();
var definedType = DefinedTypeCache.Read( Rock.SystemGuid.DefinedType.PROTECT_MY_MINISTRY_PACKAGES.AsGuid() );
if ( definedType != null )
{
using ( var rockContext = new RockContext() )
{
var service = new DefinedValueService( rockContext );
DefinedValue definedValue = null;
if ( !definedValueId.Equals( 0 ) )
{
definedValue = service.Get( definedValueId );
}
if ( definedValue == null )
{
definedValue = new DefinedValue();
definedValue.DefinedTypeId = definedType.Id;
service.Add( definedValue );
}
definedValue.Value = tbTitle.Text;
definedValue.Description = tbDescription.Text;
rockContext.SaveChanges();
definedValue.LoadAttributes( rockContext );
Guid? dvJurisdicationCodeGuid = null;
int? dvJurisdictionCodeId = ddlMVRJurisdication.SelectedValueAsInt();
if ( dvJurisdictionCodeId.HasValue && dvJurisdictionCodeId.Value > 0 )
{
var dvJurisdicationCode = DefinedValueCache.Read( dvJurisdictionCodeId.Value );
if ( dvJurisdicationCode != null )
{
dvJurisdicationCodeGuid = dvJurisdicationCode.Guid;
}
}
definedValue.SetAttributeValue( "PMMPackageName", tbPackageName.Text );
definedValue.SetAttributeValue( "DefaultCounty", tbDefaultCounty.Text );
definedValue.SetAttributeValue( "SendHomeCounty", cbSendCounty.Checked.ToString() );
definedValue.SetAttributeValue( "DefaultState", tbDefaultState.Text );
definedValue.SetAttributeValue( "SendHomeState", cbSendState.Checked.ToString() );
definedValue.SetAttributeValue( "MVRJurisdiction", dvJurisdicationCodeGuid.HasValue ? dvJurisdicationCodeGuid.Value.ToString() : string.Empty );
definedValue.SetAttributeValue( "SendHomeStateMVR", cbSendStateMVR.Checked.ToString() );
definedValue.SaveAttributeValues( rockContext );
DefinedTypeCache.Flush( definedType.Id );
DefinedValueCache.Flush( definedValue.Id );
}
}
BindPackageGrid();
HideDialog();
}
/// <summary>
/// Maps the Giftedness Program.
/// </summary>
/// <param name="tableData">The table data.</param>
private void MapGiftednessProgram( IQueryable<Row> tableData )
{
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying Giftedness Program import ({0:N0} found).", totalRows ) );
foreach ( var row in tableData )
{
var rockContext = new RockContext();
var categoryList = new CategoryService( rockContext ).Queryable().ToList();
var attributeList = new AttributeService( rockContext ).Queryable().ToList();
var definedTypeList = new DefinedTypeService( rockContext ).Queryable().ToList();
var definedValueList = new DefinedValueService( rockContext ).Queryable().ToList();
//check if category exists
string category = row["CategoryName"] as string;
if ( categoryList.Find( c => c.Name == category ) == null )
{
var entityType = new EntityTypeService( rockContext );
//creates if category doesn't exist
var newCategory = new Category();
newCategory.IsSystem = false;
newCategory.EntityTypeId = entityType.Queryable().Where( e => e.Name == "Rock.Model.Attribute" ).Select( e => e.Id ).FirstOrDefault();
newCategory.EntityTypeQualifierColumn = "EntityTypeId";
newCategory.EntityTypeQualifierValue = Convert.ToString( PersonEntityTypeId ); //Convert.ToString(entityType.Queryable().Where( e => e.Name == "Rock.Model.Person" ).Select( e => e.Id ).FirstOrDefault());
newCategory.Name = category;
newCategory.Description = "Contains the spiritual gifts attributes";
//var newCategoryContext = new RockContext();
//newCategoryContext.WrapTransaction( () =>
//{
// newCategoryContext.Configuration.AutoDetectChangesEnabled = false;
// newCategoryContext.Categories.Add( newCategory );
// newCategoryContext.SaveChanges( DisableAudit );
//} );
rockContext.WrapTransaction( () =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.Categories.Add( newCategory );
rockContext.SaveChanges( DisableAudit );
} );
}
//Check if Attribute exists
if ( attributeList.Find( a => a.Key == "Rank1" ) == null || attributeList.Find( a => a.Key == "Rank2" ) == null || attributeList.Find( a => a.Key == "Rank3" ) == null || attributeList.Find( a => a.Key == "Rank4" ) == null )
{
var fieldType = new FieldTypeService( rockContext );
var newAttributeList = new List<Rock.Model.Attribute>();
var fieldTypeId = fieldType.Queryable().Where( e => e.Name == "Defined Value" ).FirstOrDefault().Id;
var category2 = new CategoryService( rockContext ).Queryable().Where( gt => gt.Name == "Spiritual Gifts" ).FirstOrDefault();
if ( attributeList.Find( a => a.Key == "Rank1" ) == null )
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank1";
newAttribute.Name = "Rank 1";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 1";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List<Category>();
newAttribute.Categories.Add( category2 );
newAttributeList.Add( newAttribute );
}
if ( attributeList.Find( a => a.Key == "Rank2" ) == null )
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank2";
newAttribute.Name = "Rank 2";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 2";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List<Category>();
newAttribute.Categories.Add( category2 );
newAttributeList.Add( newAttribute );
}
if ( attributeList.Find( a => a.Key == "Rank3" ) == null )
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank3";
newAttribute.Name = "Rank 3";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 3";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List<Category>();
newAttribute.Categories.Add( category2 );
newAttributeList.Add( newAttribute );
}
if ( attributeList.Find( a => a.Key == "Rank4" ) == null )
{
//Creates if attribute doesn't exist
var newAttribute = new Rock.Model.Attribute();
newAttribute.Key = "Rank4";
newAttribute.Name = "Rank 4";
newAttribute.FieldTypeId = fieldTypeId;
newAttribute.EntityTypeId = PersonEntityTypeId;
newAttribute.EntityTypeQualifierValue = string.Empty;
newAttribute.EntityTypeQualifierColumn = string.Empty;
newAttribute.Description = "Rank 4";
newAttribute.DefaultValue = string.Empty;
newAttribute.IsMultiValue = false;
newAttribute.IsRequired = false;
newAttribute.Categories = new List<Category>();
newAttribute.Categories.Add( category2 );
newAttributeList.Add( newAttribute );
}
if ( newAttributeList.Any() )
{
//var newAttributeContext = new RockContext();
rockContext.WrapTransaction( () =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.Attributes.AddRange( newAttributeList );
rockContext.SaveChanges( DisableAudit );
newAttributeList.Clear();
} );
}
}
//checks if Defined Type exists
if ( definedTypeList.Find( d => d.Name == "Spiritual Gifts" ) == null )
{
var fieldTypeService = new FieldTypeService( rockContext );
//creates Defined Type
var newDefinedType = new DefinedType();
newDefinedType.IsSystem = false;
newDefinedType.FieldTypeId = fieldTypeService.Queryable().Where( f => f.Name == "Text" ).Select( f => f.Id ).FirstOrDefault();
newDefinedType.Name = "Spiritual Gifts";
newDefinedType.Description = "Defined Type for Spiritual Gifts values";
newDefinedType.CategoryId = categoryList.Find( c => c.Name == "Person" ).Id;
//var newDTContext = new RockContext();
rockContext.WrapTransaction( () =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.DefinedTypes.Add( newDefinedType );
rockContext.SaveChanges( DisableAudit );
} );
}
//checks if Defined Value exists
var spiritualGiftsDefineType = new DefinedTypeService( rockContext ).Queryable().Where( d => d.Name == "Spiritual Gifts" ).FirstOrDefault();
string attributeName = row["AttributeName"] as string;
int? giftAttributeId = row["GiftAttributeID"] as int?;
if ( definedValueList.Find( d => d.DefinedTypeId == spiritualGiftsDefineType.Id && d.Value == attributeName ) == null )
{
var definedTypeService = new DefinedTypeService( rockContext );
//creates Defined Value
var newDefinedValue = new DefinedValue();
newDefinedValue.IsSystem = false;
newDefinedValue.DefinedTypeId = definedTypeService.Queryable().Where( d => d.Name == "Spiritual Gifts" ).Select( d => d.Id ).FirstOrDefault();
newDefinedValue.Value = attributeName;
newDefinedValue.Description = "Spiritual Gift attribute value: " + attributeName;
newDefinedValue.ForeignId = Convert.ToString(giftAttributeId);
//var newDVContext = new RockContext();
rockContext.WrapTransaction( () =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.DefinedValues.Add( newDefinedValue );
rockContext.SaveChanges( DisableAudit );
} );
}
completed++;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} spiritual gifts attributes imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
ReportPartialProgress();
}
}
ReportProgress( 100, string.Format( "Finished spiritual gifts import: {0:N0} spiritual gifts attributes imported.", completed ) );
}
/// <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>
/// Handles the Click event of the btnSaveValue control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs" /> instance containing the event data.</param>
protected void btnSaveValue_Click( object sender, EventArgs e )
{
using ( new Rock.Data.UnitOfWorkScope() )
{
DefinedValueService valueService = new DefinedValueService();
DefinedValue definedValue;
int valueId = ( ( hfIdValue.Value ) != null && hfIdValue.Value != String.Empty ) ? Int32.Parse( hfIdValue.Value ) : 0;
if ( valueId == 0 )
{
definedValue = new DefinedValue();
definedValue.IsSystem = false;
definedValue.DefinedTypeId = Int32.Parse( hfIdType.Value );
valueService.Add( definedValue, CurrentPersonId );
}
else
{
Rock.Web.Cache.AttributeCache.Flush( valueId );
definedValue = valueService.Get( valueId );
}
definedValue.Name = tbValueName.Text;
definedValue.Description = tbValueDescription.Text;
/*
Parse attribute values from controls list
*/
if ( phAttrControl.Controls.Count > 0 )
{
}
valueService.Save( definedValue, CurrentPersonId );
}
rGridValue_Bind( hfIdType.Value );
modalValues.Hide();
pnlValues.Visible = true;
}
/// <summary>
/// Adds a new defined value to a given DefinedType.
/// </summary>
/// <param name="stringValue">the string value of the new defined value</param>
/// <param name="definedType">a defined type to which the defined value will be added.</param>
/// <param name="rockContext"></param>
/// <returns></returns>
private DefinedValue AddDefinedTypeValue( string stringValue, DefinedType definedType, RockContext rockContext )
{
DefinedValueService definedValueService = new DefinedValueService( rockContext );
DefinedTypeService definedTypeService = new DefinedTypeService( rockContext );
DefinedValue definedValue = new DefinedValue {
Id = 0,
IsSystem = false,
Value = stringValue,
Description = string.Empty,
CreatedDateTime = RockDateTime.Now,
DefinedTypeId = definedType.Id
};
definedValueService.Add( definedValue );
rockContext.ChangeTracker.DetectChanges();
rockContext.SaveChanges( disablePrePostProcessing: true );
return definedValue;
}
/// <summary>
/// Shows the edit person details.
/// </summary>
/// <param name="personId">The person identifier.</param>
/// <param name="groupId">The group identifier.</param>
private void ShowEditPersonDetails( int personId )
{
var childGuid = Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_CHILD.AsGuid();
RockContext rockContext = new RockContext();
if ( ddlGroup.SelectedValueAsId().HasValue )
{
var group = new GroupService( rockContext ).Get( ddlGroup.SelectedValueAsId().Value );
if ( group != null )
{
hfPersonId.Value = personId.ToString();
var person = new Person();
if ( personId == 0 )
{
rblRole.DataSource = group.GroupType.Roles.OrderBy( r => r.Order ).ToList();
rblRole.DataBind();
rblRole.Visible = true;
rblRole.Required = true;
}
else
{
person = new PersonService( rockContext ).Get( personId );
}
if ( ddlGroup.SelectedValueAsId().HasValue )
{
if ( person != null )
{
imgPhoto.BinaryFileId = person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPersonPhotoUrl( person, 200, 200 );
ddlTitle.SelectedValue = person.TitleValueId.HasValue ? person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = person.FirstName;
tbNickName.Text = person.NickName;
tbLastName.Text = person.LastName;
ddlSuffix.SelectedValue = person.SuffixValueId.HasValue ? person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = person.BirthDate;
rblGender.SelectedValue = person.Gender.ConvertToString();
if ( group.Members.Where( gm => gm.PersonId == person.Id && gm.GroupRole.Guid == childGuid ).Any() )
{
if ( person.GraduationYear.HasValue )
{
ypGraduation.SelectedYear = person.GraduationYear.Value;
}
else
{
ypGraduation.SelectedYear = null;
}
ddlGradePicker.Visible = true;
if ( !person.HasGraduated ?? false )
{
int gradeOffset = person.GradeOffset.Value;
var maxGradeOffset = ddlGradePicker.MaxGradeOffset;
// keep trying until we find a Grade that has a gradeOffset that that includes the Person's gradeOffset (for example, there might be combined grades)
while ( !ddlGradePicker.Items.OfType<ListItem>().Any( a => a.Value.AsInteger() == gradeOffset ) && gradeOffset <= maxGradeOffset )
{
gradeOffset++;
}
ddlGradePicker.SetValue( gradeOffset );
}
else
{
ddlGradePicker.SelectedIndex = 0;
}
}
tbEmail.Text = person.Email;
rblEmailPreference.SelectedValue = person.EmailPreference.ConvertToString( false );
// Person Attributes
var displayedAttributeGuids = GetPersonAttributeGuids( person.Id );
if ( !displayedAttributeGuids.Any() || personId == 0 )
{
pnlPersonAttributes.Visible = false;
}
else
{
pnlPersonAttributes.Visible = true;
DisplayEditAttributes( person, displayedAttributeGuids, phPersonAttributes, pnlPersonAttributes, true );
}
// Family Attributes
if ( person.Id == CurrentPerson.Id )
{
List<Guid> familyAttributeGuidList = GetAttributeValue( "FamilyAttributes" ).SplitDelimitedValues().AsGuidList();
if ( familyAttributeGuidList.Any() )
{
pnlFamilyAttributes.Visible = true;
DisplayEditAttributes( group, familyAttributeGuidList, phFamilyAttributes, pnlFamilyAttributes, true );
}
else
{
pnlFamilyAttributes.Visible = false;
}
Guid? locationTypeGuid = GetAttributeValue( "AddressType" ).AsGuidOrNull();
if ( locationTypeGuid.HasValue )
{
pnlAddress.Visible = true;
var addressTypeDv = DefinedValueCache.Read( locationTypeGuid.Value );
// if address type is home enable the move and is mailing/physical
if ( addressTypeDv.Guid == Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME.AsGuid() )
{
lbMoved.Visible = true;
cbIsMailingAddress.Visible = true;
cbIsPhysicalAddress.Visible = true;
}
else
{
lbMoved.Visible = false;
cbIsMailingAddress.Visible = false;
cbIsPhysicalAddress.Visible = false;
}
lAddressTitle.Text = addressTypeDv.Value + " Address";
var familyGroupTypeGuid = Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY.AsGuidOrNull();
if ( familyGroupTypeGuid.HasValue )
{
var familyGroupType = GroupTypeCache.Read( familyGroupTypeGuid.Value );
var familyAddress = new GroupLocationService( rockContext ).Queryable()
.Where( l => l.Group.GroupTypeId == familyGroupType.Id
&& l.GroupLocationTypeValueId == addressTypeDv.Id
&& l.Group.Members.Any( m => m.PersonId == person.Id ) )
.FirstOrDefault();
if ( familyAddress != null )
{
acAddress.SetValues( familyAddress.Location );
cbIsMailingAddress.Checked = familyAddress.IsMailingLocation;
cbIsPhysicalAddress.Checked = familyAddress.IsMappedLocation;
}
}
}
}
else
{
pnlFamilyAttributes.Visible = false;
pnlAddress.Visible = false;
}
var mobilePhoneType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE ) );
var phoneNumbers = new List<PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
var selectedPhoneTypeGuids = GetAttributeValue( "PhoneNumbers" ).Split( ',' ).AsGuidList();
if ( phoneNumberTypes.DefinedValues.Where( pnt => selectedPhoneTypeGuids.Contains( pnt.Guid ) ).Any() )
{
foreach ( var phoneNumberType in phoneNumberTypes.DefinedValues.Where( pnt => selectedPhoneTypeGuids.Contains( pnt.Guid ) ) )
{
var phoneNumber = person.PhoneNumbers.FirstOrDefault( n => n.NumberTypeValueId == phoneNumberType.Id );
if ( phoneNumber == null )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber( phoneNumber.CountryCode, phoneNumber.Number );
}
phoneNumbers.Add( phoneNumber );
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
}
}
}
}
pnlView.Visible = false;
pnlEdit.Visible = true;
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
var person = CurrentPerson;
if ( person != null )
{
imgPhoto.BinaryFileId = person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPhotoUrl( null, person.Age, person.Gender );
ddlTitle.SelectedValue = person.TitleValueId.HasValue ? person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = person.FirstName;
tbLastName.Text = person.LastName;
ddlSuffix.SelectedValue = person.SuffixValueId.HasValue ? person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = person.BirthDate;
rblGender.SelectedValue = person.Gender.ConvertToString();
tbEmail.Text = person.Email;
var mobilePhoneType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE ) );
var phoneNumbers = new List<PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
if ( phoneNumberTypes.DefinedValues.Any() )
{
foreach ( var phoneNumberType in phoneNumberTypes.DefinedValues )
{
var phoneNumber = person.PhoneNumbers.FirstOrDefault( n => n.NumberTypeValueId == phoneNumberType.Id );
if ( phoneNumber == null )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber( phoneNumber.CountryCode, phoneNumber.Number );
}
phoneNumbers.Add( phoneNumber );
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
}
}
/// <summary>
/// Check DB if school already listed in Defined Value
/// </summary>
/// <param name="school">The School Name</param>
/// <returns>School ID as string</returns>
private string checkSchool( string school )
{
var lookupContext = new RockContext();
var dvService = new DefinedValueService( lookupContext );
var dtService = new DefinedTypeService( lookupContext );
int schoolDefinedTypeId = dtService.Queryable().Where( dt => dt.Name == "School" ).FirstOrDefault().Id;
var schoolList = new List<DefinedValue>();
var checkedSchool = new DefinedValue();
//var schoolAttribute = AttributeCache.Read( personAttributes.FirstOrDefault( a => a.Key == "School" ) );
//Checks if school is in DB
//Gets Defined Type and seaches Defined Values for the schoolDefinedTypeId
schoolList = dvService.Queryable()
.Where( dv => dv.DefinedTypeId == schoolDefinedTypeId ).ToList(); //Defined Type should equal 34 (CCC)
//Gets school info if it is present in DB
checkedSchool = schoolList.Where(s => s.Value == school.Trim()).FirstOrDefault();
int count = 0;
//If it isn't in the DB it will add it.
while ( checkedSchool == null )
{
var newSchool = new DefinedValue();
var newSchoolList = new List<DefinedValue>();
newSchool.IsSystem = false;
newSchool.DefinedTypeId = 34;
newSchool.Order = 0;
newSchool.Value = school.Trim();
newSchool.Guid = new Guid();
newSchoolList.Add( newSchool );
var rockContext = new RockContext();
rockContext.WrapTransaction( () =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.DefinedValues.AddRange( newSchoolList );
rockContext.SaveChanges( DisableAudit );
} );
ReportProgress( 0, string.Format( "New School Added: {0}.", school.Trim() ) );
count++;
if ( count > 3 )
{
ReportProgress( 0, string.Format( "Stuck in Loop and school is not being added properly.", school.Trim() ) );
return "173";
}
}
//If School is already in Defined Value Table, its Id is returned.
return Convert.ToString(checkedSchool.Id);
throw new NotImplementedException();
}
public NamedNumber(string name, DefinedValue value)
{
}
/// <summary>
/// Maps the person.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="selectedColumns">The selected columns.</param>
private void MapPerson( IQueryable<Row> tableData, List<string> selectedColumns = null )
{
var lookupContext = new RockContext();
var groupTypeRoleService = new GroupTypeRoleService( lookupContext );
var dvService = new DefinedValueService( lookupContext );
var schoolList = new List<DefinedValue>();
var newSchool = new DefinedValue();
var existingSchoolLookUp = dvService.Queryable()
.Where( dv => dv.DefinedTypeId == 34 ).ToList();
// 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;
// Record status reasons: No Activity, Moved, Deceased, etc
var recordStatusReasons = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_RECORD_STATUS_REASON ), 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;
// Record type: Person
int? personRecordTypeId = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_RECORD_TYPE_PERSON ), lookupContext ).Id;
// Suffix type: Dr., Jr., II, etc
var suffixTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_SUFFIX ) ).DefinedValues;
// Title type: Mr., Mrs. Dr., etc
var titleTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_TITLE ), lookupContext ).DefinedValues;
// Note type: Comment
int noteCommentTypeId = new NoteTypeService( lookupContext ).Get( new Guid( "7E53487C-D650-4D85-97E2-350EB8332763" ) ).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;
int inviteeRoleId = groupTypeRoleService.Get( new Guid( Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_INVITED ) ).Id;
int invitedByRoleId = groupTypeRoleService.Get( new Guid( Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_INVITED_BY ) ).Id;
int canCheckInRoleId = groupTypeRoleService.Get( new Guid( Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_CAN_CHECK_IN ) ).Id;
int allowCheckInByRoleId = groupTypeRoleService.Get( new Guid( Rock.SystemGuid.GroupRole.GROUPROLE_KNOWN_RELATIONSHIPS_ALLOW_CHECK_IN_BY ) ).Id;
// Group type: Family
int familyGroupTypeId = new GroupTypeService( lookupContext ).Get( new Guid( Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY ) ).Id;
// Look up additional Person attributes (existing)
var personAttributes = new AttributeService( lookupContext ).GetByEntityTypeId( PersonEntityTypeId ).ToList();
// Cached F1 attributes: IndividualId, HouseholdId
// Core attributes: PreviousChurch, Position, Employer, School
var individualIdAttribute = AttributeCache.Read( personAttributes.FirstOrDefault( a => a.Key == "F1IndividualId" ) );
var householdIdAttribute = AttributeCache.Read( personAttributes.FirstOrDefault( a => a.Key == "F1HouseholdId" ) );
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 familyList = new List<Group>();
var visitorList = new List<Group>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying person import ({0:N0} found, {1:N0} already exist).", totalRows, ImportedPeople.Count() ) );
foreach ( var groupedRows in tableData.GroupBy<Row, int?>( r => r["Household_ID"] as int? ) )
{
var familyGroup = new Group();
var householdCampusList = new List<string>();
foreach ( var row in groupedRows )
{
bool isFamilyRelationship = true;
string currentCampus = string.Empty;
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
if ( GetPersonAliasId( individualId, householdId ) == null )
{
var person = new Person();
person.FirstName = row["First_Name"] as string;
person.MiddleName = row["Middle_Name"] as string;
person.NickName = row["Goes_By"] as string ?? person.FirstName;
person.LastName = row["Last_Name"] as string;
person.BirthDate = row["Date_Of_Birth"] as DateTime?;
person.CreatedByPersonAliasId = ImportPersonAlias.Id;
person.RecordTypeValueId = personRecordTypeId;
person.ForeignId = individualId.ToString();
int groupRoleId = adultRoleId;
var gender = row["Gender"] as string;
if ( gender != null )
{
person.Gender = (Gender)Enum.Parse( typeof( Gender ), gender );
}
string prefix = row["Prefix"] as string;
if ( prefix != null )
{
prefix = prefix.RemoveSpecialCharacters().Trim();
person.TitleValueId = titleTypes.Where( s => prefix == s.Value.RemoveSpecialCharacters() )
.Select( s => (int?)s.Id ).FirstOrDefault();
}
string suffix = row["Suffix"] as string;
if ( suffix != null )
{
suffix = suffix.RemoveSpecialCharacters().Trim();
person.SuffixValueId = suffixTypes.Where( s => suffix == s.Value.RemoveSpecialCharacters() )
.Select( s => (int?)s.Id ).FirstOrDefault();
}
string maritalStatus = row["Marital_Status"] as string;
if ( maritalStatus != null )
{
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["Household_Position"].ToString().ToLower();
if ( familyRole != null )
{
if ( familyRole == "visitor" )
{
isFamilyRelationship = false;
}
if ( familyRole == "child" || person.Age < 18 )
{
groupRoleId = childRoleId;
}
}
string memberStatus = row["Status_Name"].ToString().ToLower();
string subStatus = row["SubStatus_Name"] as string;
int attendeeId = connectionStatusTypes.FirstOrDefault( dv => dv.Guid == new Guid( Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_ATTENDEE ) ).Id;
if ( memberStatus == "member" )
{
if ( subStatus == "Baptism" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Member > Baptism" )
.Select( dv => dv.Id ).FirstOrDefault();
// ReportProgress( 0, string.Format( "***BAPTISM ConnectionStatusValueId: {0}, {1}, {2}", person.ConnectionStatusValueId, memberStatus, subStatus ) );
}
else if ( subStatus == "Connected" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Member > Connected" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( subStatus == "Transfer" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Member > Transfer" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else
{
person.ConnectionStatusValueId = connectionStatusTypes.FirstOrDefault( dv => dv.Guid == new Guid( Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_MEMBER ) ).Id;
person.RecordStatusValueId = recordStatusActiveId;
//ReportProgress( 0, string.Format( "***MEMBER ELSE ConnectionStatusValueId: {0}, {1}, {2}", person.ConnectionStatusValueId, memberStatus, subStatus ) );
}
}
else if ( memberStatus == "visitor" )
{
person.ConnectionStatusValueId = connectionStatusTypes.FirstOrDefault( dv => dv.Guid == new Guid( Rock.SystemGuid.DefinedValue.PERSON_CONNECTION_STATUS_VISITOR ) ).Id;
person.RecordStatusValueId = recordStatusActiveId;
}
else if ( memberStatus == "deceased" )
{
person.IsDeceased = true;
person.RecordStatusReasonValueId = recordStatusReasons.Where( dv => dv.Value == "Deceased" )
.Select( dv => dv.Id ).FirstOrDefault();
person.RecordStatusValueId = recordStatusInactiveId;
}
else if (memberStatus == "dropped") //Crossroads Related
{
if (subStatus == "Member")
{
person.RecordStatusValueId = recordStatusInactiveId;
person.RecordStatusReasonValueId = recordStatusReasons.Where(dv => dv.Value == "Dropped Member")
.Select(dv => dv.Id).FirstOrDefault();
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Dropped > Member" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if (subStatus == "Non-Member")
{
person.RecordStatusValueId = recordStatusInactiveId;
person.RecordStatusReasonValueId = recordStatusReasons.Where( dv => dv.Value == "Dropped Non-Member" )
.Select(dv => dv.Id).FirstOrDefault();
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Dropped > Non-Member" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( subStatus == "Beliefs" )
{
person.RecordStatusValueId = recordStatusInactiveId;
person.RecordStatusReasonValueId = recordStatusReasons.Where( dv => dv.Value == "Beliefs" )
.Select( dv => dv.Id ).FirstOrDefault();
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Dropped > Beliefs" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( subStatus == "Disagreement" )
{
person.RecordStatusValueId = recordStatusInactiveId;
person.RecordStatusReasonValueId = recordStatusReasons.Where( dv => dv.Value == "Disagreement" )
.Select( dv => dv.Id ).FirstOrDefault();
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Dropped > Disagreement" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else
{
person.RecordStatusValueId = recordStatusInactiveId;
person.RecordStatusReasonValueId = recordStatusReasons.Where(dv => dv.Value == "Dropped")
.Select(dv => dv.Id).FirstOrDefault();
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Dropped" )
.Select( dv => dv.Id ).FirstOrDefault();
}
}
else if ( memberStatus == "child of member" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Child of Member" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "connected" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Connected" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "1st time" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "1st Time" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "2nd time" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "2nd Time" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "angel tree recipient" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Angel Tree Recipient" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "attendee" )
{
if ( subStatus == "Baptism" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Attendee > Baptism" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else
{
person.ConnectionStatusValueId = attendeeId;
person.RecordStatusValueId = recordStatusActiveId;
//person.RecordStatusValueId = recordStatusActiveId;
//person.RecordStatusReasonValueId = recordStatusReasons.Where( dv => dv.Value == "Attendee" )
// .Select( dv => dv.Id ).FirstOrDefault();
}
}
else if ( memberStatus == "camp only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Camp Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "camp parent" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Camp Parent" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "contributor only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Contributor Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "divorce care only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Divorce Care Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "easter saturday 2014" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Easter Saturday 2014" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "evacuee" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Evacuee" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "event only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Event Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "event prospect" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Event Prospect" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "mdo only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "MDO Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "out of town" )
{
if ( subStatus == "Away at College" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Out of Town > Away at College" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Out of Town" )
.Select( dv => dv.Id ).FirstOrDefault();
}
}
else if ( memberStatus == "preschool playdate only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Preschool Playdate Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "sports only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Sports Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "supported missionary" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "Supported Missionary" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "vbs only" )
{
person.RecordStatusValueId = recordStatusActiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "VBS Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else if ( memberStatus == "inactive member" )
{
person.RecordStatusValueId = recordStatusInactiveId;
person.ConnectionStatusValueId = connectionStatusTypes.Where( dv => dv.Value == "VBS Only" )
.Select( dv => dv.Id ).FirstOrDefault();
}
else
{
// F1 defaults are Member & Visitor; all others are user-defined
var customConnectionType = connectionStatusTypes.Where( dv => dv.Value == memberStatus )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
person.ConnectionStatusValueId = customConnectionType ?? attendeeId;
person.RecordStatusValueId = recordStatusActiveId;
// ReportProgress( 0, string.Format( "***ELSE ConnectionStatusValueId: {0}, {1}, {2}", person.ConnectionStatusValueId, memberStatus, subStatus ) );
}
//ReportProgress( 0, string.Format( "ConnectionStatusValueId: {0}, {1}, {2}, [ {3} ]", person.ConnectionStatusValueId, memberStatus, subStatus, person.RecordStatusReasonValueId ) );
string campus = row["SubStatus_Name"] as string;
if ( campus != null )
{
currentCampus = campus;
}
string status_comment = row["Status_Comment"] as string;
if ( status_comment != null )
{
person.SystemNote = status_comment;
var noteList = new List<Note>(); //Seeing if these will add to the timeline.
var note = new Note();
note.ForeignId = string.Format( "{0}", individualId );
note.Text = status_comment;
note.NoteTypeId = 1;
noteList.Add( note );
if ( noteList.Any() )
{
var rockContext = new RockContext();
rockContext.WrapTransaction( () =>
{
rockContext.Configuration.AutoDetectChangesEnabled = false;
rockContext.Notes.AddRange( noteList );
rockContext.SaveChanges( DisableAudit );
} );
}
}
// Map F1 attributes
person.Attributes = new Dictionary<string, AttributeCache>();
person.AttributeValues = new Dictionary<string, AttributeValue>();
// individual_id already defined in scope
AddPersonAttribute( individualIdAttribute, person, individualId.ToString() );
// household_id already defined in scope
AddPersonAttribute( householdIdAttribute, person, householdId.ToString(), familyRole );
string previousChurch = row["Former_Church"] as string;
AddPersonAttribute( previousChurchAttribute, person, previousChurch );
string employer = row["Employer"] as string;
AddPersonAttribute( employerAttribute, person, employer );
string position = row["Occupation_Name"] as string ?? row["Occupation_Description"] as string;
AddPersonAttribute( positionAttribute, person, position );
string school = row["School_Name"] as string;
if ( school != null )
{
school = school.Trim();
var schoolNameInList = new DefinedValue();
if ( existingSchoolLookUp.FirstOrDefault( s => s.Value == school ) != null )
{
schoolNameInList = existingSchoolLookUp.FirstOrDefault( s => s.Value == school );
}
if ( ( !string.IsNullOrEmpty( schoolNameInList.Value ) ) )
{
person.Attributes.Add( schoolAttribute.Key, schoolAttribute );
person.AttributeValues.Add( schoolAttribute.Key, new AttributeValue()
{
AttributeId = schoolAttribute.Id,
Value = string.Format( "{0}", existingSchoolLookUp.FirstOrDefault( s => s.Value == school ).Guid /*schoolNameInList.Guid*/),
} );
}
//AddPersonAttribute( schoolAttribute, person, school );
}
DateTime? membershipDate = row["Status_Date"] as DateTime?;
if ( membershipDate != null )
{
person.CreatedDateTime = membershipDate;
AddPersonAttribute( membershipDateAttribute, person, membershipDate.Value.ToString( "MM/dd/yyyy" ) );
}
DateTime? firstVisit = row["First_Record"] as DateTime?;
if ( firstVisit != null )
{
person.CreatedDateTime = firstVisit;
AddPersonAttribute( firstVisitAttribute, person, firstVisit.Value.ToString( "MM/dd/yyyy" ) );
}
// Other Attributes to create:
// former name
// bar_code
// member_env_code
// denomination_name
var groupMember = new GroupMember();
groupMember.Person = person;
groupMember.GroupRoleId = groupRoleId;
groupMember.GroupMemberStatus = GroupMemberStatus.Active;
if ( isFamilyRelationship )
{
householdCampusList.Add( currentCampus );
familyGroup.Members.Add( groupMember );
familyGroup.ForeignId = householdId.ToString();
}
else
{
var visitorGroup = new Group();
visitorGroup.ForeignId = householdId.ToString();
visitorGroup.Members.Add( groupMember );
visitorGroup.GroupTypeId = familyGroupTypeId;
visitorGroup.Name = person.LastName + " Family";
visitorGroup.CampusId = CampusList.Where( c => c.Name.StartsWith( currentCampus ) || c.ShortCode == currentCampus )
.Select( c => (int?)c.Id ).FirstOrDefault();
familyList.Add( visitorGroup );
completed += visitorGroup.Members.Count;
visitorList.Add( visitorGroup );
}
}
}
if ( familyGroup.Members.Any() )
{
familyGroup.Name = familyGroup.Members.OrderByDescending( p => p.Person.Age )
.FirstOrDefault().Person.LastName + " Family";
familyGroup.GroupTypeId = familyGroupTypeId;
string primaryHouseholdCampus = householdCampusList.GroupBy( c => c ).OrderByDescending( c => c.Count() )
.Select( c => c.Key ).FirstOrDefault();
if ( primaryHouseholdCampus != null )
{
familyGroup.CampusId = CampusList.Where( c => c.Name.StartsWith( primaryHouseholdCampus ) || c.ShortCode == primaryHouseholdCampus )
.Select( c => (int?)c.Id ).FirstOrDefault();
}
familyList.Add( familyGroup );
completed += familyGroup.Members.Count;
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} people imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
SavePeople( familyList, visitorList, ownerRole, childRoleId, inviteeRoleId, invitedByRoleId, canCheckInRoleId, allowCheckInByRoleId );
familyList.Clear();
visitorList.Clear();
ReportPartialProgress();
}
}
}
// Save any remaining families in the batch
if ( familyList.Any() )
{
SavePeople( familyList, visitorList, ownerRole, childRoleId, inviteeRoleId, invitedByRoleId, canCheckInRoleId, allowCheckInByRoleId );
}
ReportProgress( 100, string.Format( "Finished person import: {0:N0} people imported.", completed ) );
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <param name="totalRows">The total rows.</param>
private void MapContribution(IQueryable <Row> tableData, long totalRows = 0)
{
var lookupContext = new RockContext();
var transactionTypeContributionId = DefinedValueCache.Get(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid(), lookupContext).Id;
var currencyTypes = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
var currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
var currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
var currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
var currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
var currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => ( int? )dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue
{
Value = "Non-Cash",
Description = "Non-Cash",
DefinedTypeId = currencyTypes.Id
};
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
var refundReasons = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.ToDictionary(t => ( int )t.ForeignId, t => ( int? )t.Id);
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
if (totalRows == 0)
{
totalRows = tableData.Count();
}
var completedItems = 0;
var percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, $"Verifying contribution import ({totalRows:N0} found, {importedContributions.Count:N0} already exist).");
foreach (var row in tableData.Where(r => r != null))
{
var individualId = row["Individual_ID"] as int?;
var householdId = row["Household_ID"] as int?;
var contributionId = row["ContributionID"] as int?;
if (contributionId.HasValue && !importedContributions.ContainsKey(( int )contributionId))
{
var transaction = new FinancialTransaction
{
CreatedByPersonAliasId = ImportPersonAliasId,
ModifiedByPersonAliasId = ImportPersonAliasId,
TransactionTypeValueId = transactionTypeContributionId,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualId, householdId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
var summary = row["Memo"] as string;
if (!string.IsNullOrWhiteSpace(summary))
{
transaction.Summary = summary;
}
var batchId = row["BatchID"] as int?;
if (batchId.HasValue && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
var receivedDate = row["Received_Date"] as DateTime?;
if (receivedDate.HasValue)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
var contributionFields = row.Columns.Select(c => c.Name).ToList();
var cardType = contributionFields.Contains("Card_Type") ? row["Card_Type"] as string : string.Empty;
var cardLastFour = contributionFields.Contains("Last_Four") ? row["Last_Four"] as string : string.Empty;
var contributionType = contributionFields.Contains("Contribution_Type_Name") ? row["Contribution_Type_Name"] as string : string.Empty;
if (!string.IsNullOrWhiteSpace(contributionType))
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = TransactionSourceTypeOnsiteId;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
switch (contributionType.ToLower())
{
case "cash":
paymentCurrencyTypeId = currencyTypeCash;
break;
case "check":
paymentCurrencyTypeId = currencyTypeCheck;
break;
case "ach":
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = TransactionSourceTypeWebsiteId;
break;
case "credit card":
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = TransactionSourceTypeWebsiteId;
if (!string.IsNullOrWhiteSpace(cardType))
{
creditCardTypeId = creditCardTypes.Where(t => t.Value.Equals(cardType, StringComparison.CurrentCultureIgnoreCase))
.Select(t => ( int? )t.Id).FirstOrDefault();
}
break;
default:
paymentCurrencyTypeId = currencyTypeNonCash;
break;
}
var paymentDetail = new FinancialPaymentDetail
{
CreatedDateTime = receivedDate,
CreatedByPersonAliasId = giverAliasId,
ModifiedDateTime = ImportDateTime,
ModifiedByPersonAliasId = giverAliasId,
CurrencyTypeValueId = paymentCurrencyTypeId,
CreditCardTypeValueId = creditCardTypeId,
AccountNumberMasked = cardLastFour,
ForeignKey = contributionId.ToString(),
ForeignId = contributionId
};
transaction.FinancialPaymentDetail = paymentDetail;
}
var checkNumber = row["Check_Number"] as string;
// if the check number is valid, put it in the transaction code
if (checkNumber.AsType <int?>().HasValue)
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if (!string.IsNullOrWhiteSpace(checkNumber) && checkNumber.StartsWith("SG"))
{
transaction.SourceTypeValueId = TransactionSourceTypeKioskId;
}
var fundName = contributionFields.Contains("Fund_Name") ? row["Fund_Name"] as string : string.Empty;
var subFund = contributionFields.Contains("Sub_Fund_Name") ? row["Sub_Fund_Name"] as string : string.Empty;
var fundGLAccount = contributionFields.Contains("Fund_GL_Account") ? row["Fund_GL_Account"] as string : string.Empty;
var subFundGLAccount = contributionFields.Contains("Sub_Fund_GL_Account") ? row["Sub_Fund_GL_Account"] as string : string.Empty;
var isFundActive = contributionFields.Contains("Fund_Is_active") ? row["Fund_Is_active"] as string : null;
var statedValue = row["Stated_Value"] as decimal?;
var amount = row["Amount"] as decimal?;
if (!string.IsNullOrWhiteSpace(fundName) && amount.HasValue)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => !a.CampusId.HasValue && a.Name.Equals(fundName.Truncate(50), StringComparison.CurrentCultureIgnoreCase));
if (parentAccount == null)
{
parentAccount = AddFinancialAccount(lookupContext, fundName, $"{fundName} imported {ImportDateTime}", fundGLAccount, null, null, isFundActive.AsBooleanOrNull(), receivedDate, fundName.RemoveSpecialCharacters());
accountList.Add(parentAccount);
}
if (!string.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name, StringComparison.CurrentCultureIgnoreCase) || subFund.StartsWith(c.ShortCode, StringComparison.CurrentCultureIgnoreCase));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = $"{subFund} {fundName}";
var childAccount = accountList.FirstOrDefault(c => c.ParentAccountId == parentAccount.Id && c.Name.Equals(subFund.Truncate(50), StringComparison.CurrentCultureIgnoreCase));
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddFinancialAccount(lookupContext, subFund, $"{subFund} imported {ImportDateTime}", subFundGLAccount, campusFundId, parentAccount.Id, isFundActive.AsBooleanOrNull(), receivedDate, subFund.RemoveSpecialCharacters());
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue.HasValue && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail
{
Amount = ( decimal )amount,
CreatedDateTime = receivedDate,
AccountId = transactionAccountId
};
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => ( int? )dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completedItems++;
if (completedItems % percentage < 1)
{
var percentComplete = completedItems / percentage;
ReportProgress(percentComplete, $"{completedItems:N0} contributions imported ({percentComplete}% complete).");
}
if (completedItems % ReportingNumber < 1)
{
SaveContributions(newTransactions);
newTransactions.Clear();
ReportPartialProgress();
}
}
}
if (newTransactions.Any())
{
SaveContributions(newTransactions);
}
ReportProgress(100, $"Finished contribution import: {completedItems:N0} contributions imported.");
}
/// <summary>
/// Adds the account.
/// </summary>
/// <param name="lookupContext">The lookup context.</param>
/// <param name="fundName">Name of the fund.</param>
/// <param name="fundCampusId">The fund campus identifier.</param>
/// <returns></returns>
private FinancialAccount AddAccount(RockContext lookupContext, string fundName, int?fundCampusId, string parentAccountName = "", int?parentAcountId = null)
{
if (lookupContext == null)
{
lookupContext = new RockContext();
}
var account = new FinancialAccount();
account.Name = fundName;
account.PublicName = fundName;
int financialAccountTypeId = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_ACCOUNT_TYPE)).Id;
//Adding Account Type Value
var givingAccountTypeValue = new DefinedValueService(lookupContext).Queryable().Where(d => d.DefinedTypeId == financialAccountTypeId && d.Value == "Giving").FirstOrDefault();
if (givingAccountTypeValue == null)
{
var accountType = new DefinedValue();
accountType.IsSystem = false;
accountType.DefinedTypeId = financialAccountTypeId;
accountType.Value = "Giving";
accountType.Description = "For Contributions";
lookupContext.DefinedValues.Add(accountType);
lookupContext.SaveChanges(DisableAudit);
}
givingAccountTypeValue = new DefinedValueService(lookupContext).Queryable().Where(d => d.DefinedTypeId == financialAccountTypeId && d.Value == "Giving").FirstOrDefault();
var eventAccountTypeValue = new DefinedValueService(lookupContext).Queryable().Where(d => d.DefinedTypeId == financialAccountTypeId && d.Value == "Events/Receipts").FirstOrDefault();
if (eventAccountTypeValue == null)
{
var accountType = new DefinedValue();
accountType.IsSystem = false;
accountType.DefinedTypeId = financialAccountTypeId;
accountType.Value = "Events/Receipts";
accountType.Description = "For Events and Receipts (F1)";
lookupContext.DefinedValues.Add(accountType);
lookupContext.SaveChanges(DisableAudit);
}
eventAccountTypeValue = new DefinedValueService(lookupContext).Queryable().Where(d => d.DefinedTypeId == financialAccountTypeId && d.Value == "Events/Receipts").FirstOrDefault();
//Crossroads funds that start with Receipts are for Event Registrations and are not Tax Deductible.
if (fundName.StartsWith("Receipts -") || fundName.StartsWith("Receipt -") || parentAccountName.StartsWith("Receipt -"))
{
account.IsTaxDeductible = false;
account.AccountTypeValueId = eventAccountTypeValue.Id;
}
else
{
account.IsTaxDeductible = true;
account.AccountTypeValueId = givingAccountTypeValue.Id;
}
if (parentAcountId != null)
{
account.ParentAccountId = parentAcountId;
}
account.IsActive = true;
account.CampusId = fundCampusId;
account.CreatedByPersonAliasId = ImportPersonAlias.Id;
lookupContext.FinancialAccounts.Add(account);
lookupContext.SaveChanges(DisableAudit);
return(account);
}
/// <summary>
/// Raises the <see cref="E:System.Web.UI.Control.Load" /> event.
/// </summary>
/// <param name="e">The <see cref="T:System.EventArgs" /> object that contains the event data.</param>
protected override void OnLoad(System.EventArgs e)
{
base.OnLoad(e);
pnlMessage.Controls.Clear();
pnlMessage.Visible = false;
PagePanels[0] = phUserInfo;
PagePanels[1] = phDuplicates;
PagePanels[2] = phSendLoginInfo;
PagePanels[3] = phSentLoginInfo;
PagePanels[4] = phConfirmation;
PagePanels[5] = phSuccess;
if (!Page.IsPostBack)
{
DisplayUserInfo(Direction.Forward);
// show/hide address and phone panels
pnlAddress.Visible = GetAttributeValue("ShowAddress").AsBoolean();
pnlPhoneNumbers.Visible = GetAttributeValue("ShowPhoneNumbers").AsBoolean();
acAddress.Required = GetAttributeValue("AddressRequired").AsBoolean();
// set birthday picker required if minimum age > 0
if (GetAttributeValue("MinimumAge").AsInteger() > 0)
{
bdaypBirthDay.Required = true;
}
var phoneNumbers = new List <PhoneNumber>();
// add phone number types
if (pnlPhoneNumbers.Visible)
{
var phoneNumberTypeDefinedType = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE));
if (!string.IsNullOrWhiteSpace(GetAttributeValue("PhoneTypes")))
{
var selectedPhoneTypeGuids = GetAttributeValue("PhoneTypes").Split(',').Select(Guid.Parse).ToList();
var selectedPhoneTypes = phoneNumberTypeDefinedType.DefinedValues
.Where(v => selectedPhoneTypeGuids.Contains(v.Guid))
.ToList();
foreach (var phoneNumberType in selectedPhoneTypes)
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
numberType.Guid = phoneNumberType.Guid;
var phoneNumber = new PhoneNumber {
NumberTypeValueId = numberType.Id, NumberTypeValue = numberType
};
phoneNumbers.Add(phoneNumber);
}
if (!string.IsNullOrWhiteSpace(GetAttributeValue("PhoneTypesRequired")))
{
_RequiredPhoneNumberGuids = GetAttributeValue("PhoneTypesRequired").Split(',').Select(Guid.Parse).ToList();
}
rPhoneNumbers.DataSource = phoneNumbers;
rPhoneNumbers.DataBind();
}
}
}
}
/// <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);
}
private void DisplayForm(Person person)
{
pnlMain.Visible = true;
ddlTitle.SetValue(person.TitleValueId);
iuPhoto.BinaryFileId = person.PhotoId;
tbNickName.Text = person.NickName;
tbFirstName.Text = person.FirstName;
tbMiddleName.Text = person.MiddleName;
tbLastName.Text = person.LastName;
ddlSuffix.SetValue(person.SuffixValueId);
var families = person.GetFamilies();
//If there is more than one family don't show family role
if (families.Count() > 1)
{
ddlFamilyRole.Visible = false;
}
else
{
ddlFamilyRole.SelectedValue = person.GetFamilyRole().Guid == Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT.AsGuid() ? "A" : "C";
var familyMemberRole = person.GetFamilyMembers(true)
.Where(m => person.Id == m.PersonId)
.Select(m => m.GroupRole)
.FirstOrDefault();
if (familyMemberRole != null)
{
ddlFamilyRole.SelectedValue = familyMemberRole.Guid == Rock.SystemGuid.GroupRole.GROUPROLE_FAMILY_MEMBER_ADULT.AsGuid() ? "A" : "C";
}
}
//PhoneNumber
var mobilePhoneType = DefinedValueCache.Get(new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE));
var phoneNumbers = new List <PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Get(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE));
if (phoneNumberTypes.DefinedValues.Any())
{
foreach (var phoneNumberType in phoneNumberTypes.DefinedValues)
{
var phoneNumber = person.PhoneNumbers.FirstOrDefault(n => n.NumberTypeValueId == phoneNumberType.Id);
if (phoneNumber == null)
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber {
NumberTypeValueId = numberType.Id, NumberTypeValue = numberType
};
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber(phoneNumber.CountryCode, phoneNumber.Number);
}
phoneNumbers.Add(phoneNumber);
}
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
//email
tbEmail.Text = person.Email;
cbIsEmailActive.Checked = person.IsEmailActive;
rblEmailPreference.SetValue(person.EmailPreference.ConvertToString(false));
rblCommunicationPreference.SetValue(person.CommunicationPreference == CommunicationType.SMS ? "2" : "1");
//demographics
bpBirthday.SelectedDate = person.BirthDate;
ddlGender.SetValue(person.Gender.ConvertToInt());
ddlMaritalStatus.SetValue(person.MaritalStatusValueId);
dpAnniversaryDate.SelectedDate = person.AnniversaryDate;
if (!person.HasGraduated ?? false)
{
int gradeOffset = person.GradeOffset.Value;
var maxGradeOffset = ddlGradePicker.MaxGradeOffset;
// keep trying until we find a Grade that has a gradeOffset that that includes the Person's gradeOffset (for example, there might be combined grades)
while (!ddlGradePicker.Items.OfType <ListItem>().Any(a => a.Value.AsInteger() == gradeOffset) && gradeOffset <= maxGradeOffset)
{
gradeOffset++;
}
ddlGradePicker.SetValue(gradeOffset);
ypGraduation.SelectedYear = person.GraduationYear;
}
else
{
ddlGradePicker.SelectedIndex = 0;
ypGraduation.SelectedYear = person.GraduationYear;
}
ScriptManager.RegisterStartupScript(ddlGradePicker, ddlGradePicker.GetType(), "grade-selection-" + BlockId.ToString(), ddlGradePicker.GetJavascriptForYearPicker(ypGraduation), true);
//Family Info
var location = person.GetHomeLocation();
acAddress.SetValues(location);
ddlCampus.SetValue(person.GetCampus());
}
/// <summary>
/// Get the Checkr packages and update the list on the server.
/// </summary>
/// <param name="errorMessages">The error messages.</param>
/// <returns>True/False value of whether the request was successfully sent or not.</returns>
public static bool UpdatePackages(List <string> errorMessages)
{
GetPackagesResponse getPackagesResponse;
if (!CheckrApiUtility.GetPackages(out getPackagesResponse, errorMessages))
{
return(false);
}
Dictionary <string, DefinedValue> packages;
using (var rockContext = new RockContext())
{
var definedType = DefinedTypeCache.Get(SystemGuid.DefinedType.BACKGROUND_CHECK_TYPES.AsGuid());
DefinedValueService definedValueService = new DefinedValueService(rockContext);
packages = definedValueService
.GetByDefinedTypeGuid(SystemGuid.DefinedType.BACKGROUND_CHECK_TYPES.AsGuid())
.Where(v => v.ForeignId == 2)
.ToList()
.Select(v => { v.LoadAttributes(rockContext); return(v); }) // v => v.Value.Substring( CheckrConstants.TYPENAME_PREFIX.Length ) )
.ToDictionary(v => v.GetAttributeValue("PMMPackageName").ToString(), v => v);
foreach (var packageRestResponse in getPackagesResponse.Data)
{
string packageName = packageRestResponse.Slug;
if (!packages.ContainsKey(packageName))
{
DefinedValue definedValue = null;
definedValue = new DefinedValue()
{
IsActive = true,
DefinedTypeId = definedType.Id,
ForeignId = 2,
Value = CheckrConstants.CHECKR_TYPENAME_PREFIX + packageName.Replace('_', ' ').FixCase(),
Description = packageRestResponse.Name == "Educatio Report" ? "Education Report" : packageRestResponse.Name
};
definedValueService.Add(definedValue);
rockContext.SaveChanges();
definedValue.LoadAttributes(rockContext);
definedValue.SetAttributeValue("PMMPackageName", packageName);
definedValue.SetAttributeValue("DefaultCounty", string.Empty);
definedValue.SetAttributeValue("SendHomeCounty", "False");
definedValue.SetAttributeValue("DefaultState", string.Empty);
definedValue.SetAttributeValue("SendHomeState", "False");
definedValue.SetAttributeValue("MVRJurisdiction", string.Empty);
definedValue.SetAttributeValue("SendHomeStateMVR", "False");
definedValue.SaveAttributeValues(rockContext);
}
}
var packageRestResponseNames = getPackagesResponse.Data.Select(pr => pr.Slug);
foreach (var package in packages)
{
package.Value.IsActive = packageRestResponseNames.Contains(package.Key);
}
rockContext.SaveChanges();
}
DefinedValueCache.Clear();
return(true);
}
/// <summary>
/// Shows the package edit.
/// </summary>
/// <param name="definedValueId">The defined value identifier.</param>
public void ShowPackageEdit( int definedValueId )
{
var definedType = DefinedTypeCache.Read( Rock.SystemGuid.DefinedType.PROTECT_MY_MINISTRY_PACKAGES.AsGuid() );
if ( definedType != null )
{
DefinedValue definedValue = null;
if ( !definedValueId.Equals( 0 ) )
{
definedValue = new DefinedValueService( new RockContext() ).Get( definedValueId );
}
if ( definedValue != null )
{
hfDefinedValueId.Value = definedValue.Id.ToString();
dlgPackage.Title = definedValue.Value;
}
else
{
definedValue = new DefinedValue();
definedValue.DefinedTypeId = definedType.Id;
hfDefinedValueId.Value = string.Empty;
dlgPackage.Title = "New Package";
}
tbTitle.Text = definedValue.Value;
tbDescription.Text = definedValue.Description;
definedValue.LoadAttributes();
ddlMVRJurisdication.SetValue( 0 );
Guid? mvrJurisdicationGuid = definedValue.GetAttributeValue( "MVRJurisdiction" ).AsGuidOrNull();
if ( mvrJurisdicationGuid.HasValue )
{
var mvrJurisdication = DefinedValueCache.Read( mvrJurisdicationGuid.Value );
if ( mvrJurisdication != null )
{
ddlMVRJurisdication.SetValue( mvrJurisdication.Id );
}
}
tbPackageName.Text = definedValue.GetAttributeValue( "PMMPackageName" );
tbDefaultCounty.Text = definedValue.GetAttributeValue( "DefaultCounty" );
cbSendCounty.Checked = definedValue.GetAttributeValue( "SendHomeCounty" ).AsBoolean();
tbDefaultState.Text = definedValue.GetAttributeValue( "DefaultState" );
cbSendState.Checked = definedValue.GetAttributeValue( "SendHomeState" ).AsBoolean();
cbSendStateMVR.Checked = definedValue.GetAttributeValue( "SendHomeStateMVR" ).AsBoolean();
ShowDialog( "Package" );
}
}
/// <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>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
lTitle.Text = string.Format( "Edit: {0}", Person.FullName ).FormatAsHtmlTitle();
imgPhoto.BinaryFileId = Person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPersonPhotoUrl( Person, 400, 400 );
ddlTitle.SelectedValue = Person.TitleValueId.HasValue ? Person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = Person.FirstName;
tbNickName.Text = string.IsNullOrWhiteSpace( Person.NickName ) ? string.Empty : ( Person.NickName.Equals( Person.FirstName, StringComparison.OrdinalIgnoreCase ) ? string.Empty : Person.NickName );
tbMiddleName.Text = Person.MiddleName;
tbLastName.Text = Person.LastName;
ddlSuffix.SelectedValue = Person.SuffixValueId.HasValue ? Person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = Person.BirthDate;
if ( Person.GraduationYear.HasValue )
{
ypGraduation.SelectedYear = Person.GraduationYear.Value;
}
else
{
ypGraduation.SelectedYear = null;
}
if ( !Person.HasGraduated ?? false )
{
int gradeOffset = Person.GradeOffset.Value;
var maxGradeOffset = ddlGradePicker.MaxGradeOffset;
// keep trying until we find a Grade that has a gradeOffset that that includes the Person's gradeOffset (for example, there might be combined grades)
while ( !ddlGradePicker.Items.OfType<ListItem>().Any( a => a.Value.AsInteger() == gradeOffset ) && gradeOffset <= maxGradeOffset )
{
gradeOffset++;
}
ddlGradePicker.SetValue( gradeOffset );
}
else
{
ddlGradePicker.SelectedIndex = 0;
}
dpAnniversaryDate.SelectedDate = Person.AnniversaryDate;
rblGender.SelectedValue = Person.Gender.ConvertToString( false );
ddlMaritalStatus.SelectedValue = Person.MaritalStatusValueId.HasValue ? Person.MaritalStatusValueId.Value.ToString() : string.Empty;
ddlConnectionStatus.SelectedValue = Person.ConnectionStatusValueId.HasValue ? Person.ConnectionStatusValueId.Value.ToString() : string.Empty;
tbEmail.Text = Person.Email;
cbIsEmailActive.Checked = Person.IsEmailActive;
rblEmailPreference.SelectedValue = Person.EmailPreference.ConvertToString( false );
ddlRecordStatus.SelectedValue = Person.RecordStatusValueId.HasValue ? Person.RecordStatusValueId.Value.ToString() : string.Empty;
ddlReason.SelectedValue = Person.RecordStatusReasonValueId.HasValue ? Person.RecordStatusReasonValueId.Value.ToString() : string.Empty;
tbInactiveReasonNote.Text = Person.InactiveReasonNote;
bool showInactiveReason = ( Person.RecordStatusValueId.HasValue
&& Person.RecordStatusValueId.Value == DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE ) ).Id );
ddlReason.Visible = showInactiveReason;
tbInactiveReasonNote.Visible = showInactiveReason;
var mobilePhoneType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE ) );
var phoneNumbers = new List<PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
if ( phoneNumberTypes.DefinedValues.Any() )
{
foreach ( var phoneNumberType in phoneNumberTypes.DefinedValues )
{
var phoneNumber = Person.PhoneNumbers.FirstOrDefault( n => n.NumberTypeValueId == phoneNumberType.Id );
if ( phoneNumber == null )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber( phoneNumber.CountryCode, phoneNumber.Number );
}
phoneNumbers.Add( phoneNumber );
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
ddlGivingGroup.SetValue( Person.GivingGroupId );
this.PersonPreviousNamesState = Person.GetPreviousNames().ToList();
BindPersonPreviousNamesGrid();
}
//using this to enter the Year Multi-Select GUID of a defined Year that is already in Rock
private string MultiSelectYearGUID( DateTime? f1StartDate )
{
DateTime startDate = (DateTime)f1StartDate;
var lookupContext = new RockContext();
var dvService = new DefinedValueService( lookupContext );
var dtService = new DefinedTypeService( lookupContext );
var yearInList = new DefinedValue();
int dtInList; //= new DefinedType();
var yearMultiSelectDefinedType = dtService.Queryable()
.Where( dt => dt.Name == "Year Multi-Selection" ).ToList(); //finds all rows in Defined Type with this name (only one present)
dtInList = yearMultiSelectDefinedType.Where( dt => dt.Name == "Year Multi-Selection" ) //sets the above Defined Type ID to this variable.
.Select( dt => dt.Id ).FirstOrDefault();
var existingDefinedYears = dvService.Queryable()
.Where( dv => dv.DefinedTypeId == dtInList ).ToList(); //finds all Definded Values with the Defined Type ID from the item above.
string guid = string.Format( "{0}", existingDefinedYears.Where( dt => dt.Value == string.Format( "{0}", startDate.Year ) ).Select( dt => dt.Guid ).FirstOrDefault() ); //the value that will be returned.
return guid;
//if (f1StartDate != null)
//{
// switch (startDate.Year)
// {
// case 2001:
// guid = "B9A40993-7758-49A3-BE6B-00E930FCF690";
// break;
// case 2002:
// guid = "56BF96EF-561E-424D-BA85-A93674569B47";
// break;
// case 2003:
// guid = "74EB6703-DEB4-4CEA-81E2-5EC7ED81BB18";
// break;
// case 2004:
// guid = "DD28ACBD-8B2C-49CC-81C9-B7FFE4D8E3C2";
// break;
// case 2005:
// guid = "F18A88B7-5228-4B7D-8079-4B118DF792C7";
// break;
// case 2006:
// guid = "719DF19D-B5AF-4125-B708-BDC22EB64E8F";
// break;
// case 2007:
// guid = "CE44EA17-020E-4B97-8975-4DE01830163D";
// break;
// case 2008:
// guid = "6810C1C9-85BD-42E9-9E04-85801A93096D";
// break;
// case 2009:
// guid = "2C8B55AF-B5E2-41F9-9E08-C2E6F4624550";
// break;
// case 2010:
// guid = "FB260D37-AEF4-4277-959C-5884E579E1AC";
// break;
// case 2011:
// guid = "6E84915B-CC11-4E66-954E-9B1D786B2E6F";
// break;
// case 2012:
// guid = "4ED12DFD-BA8F-4760-A045-E7AC898BEC50";
// break;
// case 2013:
// guid = "AFEC8401-3E49-4895-B320-6FF4918A5F4D";
// break;
// case 2014:
// guid = "F80B2BEA-5FA5-48C4-82FF-AC5E1A15C763";
// break;
// default:
// guid = "none";
// break;
// }
// return guid;
//}
//else
//{
// return "none";
//}
}
public ExceptionSpec(DefinedValue value)
{
}
//using this to enter the Connect Group Seasons GUID of a defined Year that is already in Rock
private string CrossroadsSportsCampYears( DateTime? f1StartDate, string playVol )
{
DateTime startDate = (DateTime)f1StartDate;
var lookupContext = new RockContext();
var dvService = new DefinedValueService( lookupContext );
var dtService = new DefinedTypeService( lookupContext );
var yearInList = new DefinedValue();
int dtInList; //= new DefinedType();
var yearMultiSelectDefinedType = dtService.Queryable()
.Where( dt => dt.Name == "Crossroads Sports Camp Years" ).ToList(); //finds all rows in Defined Type with this name (only one present)
dtInList = yearMultiSelectDefinedType.Where( dt => dt.Name == "Crossroads Sports Camp Years" ) //sets the above Defined Type ID to this variable.
.Select( dt => dt.Id ).FirstOrDefault();
var existingDefinedYears = dvService.Queryable()
.Where( dv => dv.DefinedTypeId == dtInList ).ToList(); //finds all Definded Values with the Defined Type ID from the item above.
string guid = string.Format( "{0}", existingDefinedYears.Where( dt => dt.Value == string.Format( "{0} ({1})", startDate.Year, playVol ) ).Select( dt => dt.Guid ).FirstOrDefault() ); //the value that will be returned. Takes on two properties, the start date and the second word (Play) etc.
return guid;
}
/// <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 currencyTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE ) );
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH ) ) ).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH ) ) ).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK ) ) ).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault( dv => dv.Guid.Equals( new Guid( Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD ) ) ).Id;
int? currencyTypeNonCash = currencyTypes.DefinedValues.Where( dv => dv.Value.Equals( "Non-Cash" ) ).Select( dv => (int?)dv.Id ).FirstOrDefault();
if ( currencyTypeNonCash == null )
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add( newTenderNonCash );
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE ) ).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION ), lookupContext ).Id;
int sourceTypeWebsite = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE ), lookupContext ).Id;
int sourceTypeKiosk = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK ), lookupContext ).Id;
var refundReasons = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON ), lookupContext ).DefinedValues;
var accountList = new FinancialAccountService( lookupContext ).Queryable().AsNoTracking().ToList();
int? defaultBatchId = null;
if ( ImportedBatches.ContainsKey( 0 ) )
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService( lookupContext ).Queryable().AsNoTracking()
.Where( c => c.ForeignId != null )
.ToDictionary( t => (int)t.ForeignId, t => (int?)t.Id );
// 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.Where( r => r != null ) )
{
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( (int)contributionId ) )
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int? giverAliasId = null;
var personKeys = GetPersonKeys( individualId, householdId );
if ( personKeys != null && personKeys.PersonAliasId > 0 )
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
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.Equals( batchId ) ) )
{
transaction.BatchId = ImportedBatches.FirstOrDefault( b => b.Key.Equals( batchId ) ).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
DateTime? receivedDate = row["Received_Date"] as DateTime?;
if ( receivedDate != null )
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
string cardType = row["Card_Type"] as string;
string cardLastFour = row["Last_Four"] as string;
string contributionType = row["Contribution_Type_Name"].ToStringSafe().ToLower();
if ( contributionType != null )
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int? paymentCurrencyTypeId = null, creditCardTypeId = null;
if ( contributionType == "cash" )
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if ( contributionType == "check" )
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if ( contributionType == "ach" )
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if ( contributionType == "credit card" )
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
if ( cardType != null )
{
creditCardTypeId = creditCardTypes.Where( t => t.Value.Equals( cardType ) ).Select( t => (int?)t.Id ).FirstOrDefault();
}
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.AccountNumberMasked = cardLastFour;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row["Check_Number"] as string;
// if the check number is valid, put it in the transaction code
if ( checkNumber.AsType<int?>() != null )
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if ( !string.IsNullOrEmpty( checkNumber ) && checkNumber.StartsWith( "SG" ) )
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = row["Fund_Name"] as string;
string subFund = row["Sub_Fund_Name"] as string;
string fundGLAccount = row["Fund_GL_Account"] as string;
string subFundGLAccount = row["Sub_Fund_GL_Account"] as string;
Boolean? isFundActive = row["Fund_Is_active"] as Boolean?;
decimal? statedValue = row["Stated_Value"] as decimal?;
decimal? amount = row["Amount"] as decimal?;
if ( fundName != null & amount != null )
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault( a => a.Name.Equals( fundName ) && a.CampusId == null );
if ( parentAccount == null )
{
parentAccount = AddAccount( lookupContext, fundName, fundGLAccount, null, null, isFundActive );
accountList.Add( parentAccount );
}
if ( subFund != null )
{
int? campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault( c => subFund.StartsWith( c.Name ) || subFund.StartsWith( c.ShortCode ) );
if ( campusFund != null )
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format( "{0} {1}", subFund, fundName );
var childAccount = accountList.FirstOrDefault( c => c.Name.Equals( subFund ) && c.ParentAccountId == parentAccount.Id );
if ( childAccount == null )
{
// create a child account with a campusId if it was set
childAccount = AddAccount( lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isFundActive );
accountList.Add( childAccount );
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if ( amount == 0 && statedValue != null && statedValue != 0 )
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add( transactionDetail );
if ( amount < 0 )
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where( dv => summary != null && dv.Value.Contains( summary ) )
.Select( dv => (int?)dv.Id ).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
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 ) );
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
lTitle.Text = String.Format("Edit: {0}", Person.FullName).FormatAsHtmlTitle();
imgPhoto.BinaryFileId = Person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPhotoUrl(null, Person.Gender);
ddlTitle.SelectedValue = Person.TitleValueId.HasValue ? Person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = Person.FirstName;
tbNickName.Text = string.IsNullOrWhiteSpace(Person.NickName) ? "" : (Person.NickName.Equals(Person.FirstName, StringComparison.OrdinalIgnoreCase) ? "" : Person.NickName);
tbMiddleName.Text = Person.MiddleName;
tbLastName.Text = Person.LastName;
ddlSuffix.SelectedValue = Person.SuffixValueId.HasValue ? Person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = Person.BirthDate;
string selectedGrade = "";
if (Person.GraduationDate.HasValue)
{
int gradeMaxFactorReactor = (RockDateTime.Now < _gradeTransitionDate) ? 12 : 13;
int grade = gradeMaxFactorReactor - (Person.GraduationDate.Value.Year - RockDateTime.Now.Year);
if (grade >= 0 && grade <= 12)
{
selectedGrade = grade.ToString();
}
ypGraduation.SelectedYear = Person.GraduationDate.Value.Year;
}
else
{
ypGraduation.SelectedYear = null;
}
ddlGrade.SelectedValue = selectedGrade;
dpAnniversaryDate.SelectedDate = Person.AnniversaryDate;
rblGender.SelectedValue = Person.Gender.ConvertToString(false);
rblMaritalStatus.SelectedValue = Person.MaritalStatusValueId.HasValue ? Person.MaritalStatusValueId.Value.ToString() : string.Empty;
rblStatus.SelectedValue = Person.ConnectionStatusValueId.HasValue ? Person.ConnectionStatusValueId.Value.ToString() : string.Empty;
tbEmail.Text = Person.Email;
cbIsEmailActive.Checked = Person.IsEmailActive ?? true;
rblEmailPreference.SelectedValue = Person.EmailPreference.ConvertToString(false);
ddlRecordStatus.SelectedValue = Person.RecordStatusValueId.HasValue ? Person.RecordStatusValueId.Value.ToString() : string.Empty;
ddlReason.SelectedValue = Person.RecordStatusReasonValueId.HasValue ? Person.RecordStatusReasonValueId.Value.ToString() : string.Empty;
ddlReason.Visible = Person.RecordStatusReasonValueId.HasValue &&
Person.RecordStatusValueId.Value == DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE)).Id;
var mobilePhoneType = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE));
var phoneNumbers = new List <PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE));
if (phoneNumberTypes.DefinedValues.Any())
{
foreach (var phoneNumberType in phoneNumberTypes.DefinedValues)
{
var phoneNumber = Person.PhoneNumbers.FirstOrDefault(n => n.NumberTypeValueId == phoneNumberType.Id);
if (phoneNumber == null)
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Name = phoneNumberType.Name;
phoneNumber = new PhoneNumber {
NumberTypeValueId = numberType.Id, NumberTypeValue = numberType
};
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber(phoneNumber.CountryCode, phoneNumber.Number);
}
phoneNumbers.Add(phoneNumber);
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
ddlGivingGroup.SetValue(Person.GivingGroupId);
}
private void AddProperty( string key, string label, int personId, DefinedValue value, bool selected = false )
{
var property = GetProperty( key, true, label );
var propertyValue = property.Values.Where( v => v.PersonId == personId ).FirstOrDefault();
if ( propertyValue == null )
{
propertyValue = new PersonPropertyValue { PersonId = personId };
property.Values.Add( propertyValue );
}
propertyValue.Value = value != null ? value.Id.ToString() : string.Empty;
propertyValue.FormattedValue = value != null ? value.Value : string.Empty;
propertyValue.Selected = selected;
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
lTitle.Text = String.Format("Edit: {0}", Person.FullName).FormatAsHtmlTitle();
imgPhoto.BinaryFileId = Person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPhotoUrl(null, Person.Age, Person.Gender);
ddlTitle.SelectedValue = Person.TitleValueId.HasValue ? Person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = Person.FirstName;
tbNickName.Text = string.IsNullOrWhiteSpace(Person.NickName) ? "" : (Person.NickName.Equals(Person.FirstName, StringComparison.OrdinalIgnoreCase) ? "" : Person.NickName);
tbMiddleName.Text = Person.MiddleName;
tbLastName.Text = Person.LastName;
ddlSuffix.SelectedValue = Person.SuffixValueId.HasValue ? Person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = Person.BirthDate;
if (Person.GraduationYear.HasValue)
{
ypGraduation.SelectedYear = Person.GraduationYear.Value;
}
else
{
ypGraduation.SelectedYear = null;
}
if (!Person.HasGraduated ?? false)
{
int gradeOffset = Person.GradeOffset.Value;
var maxGradeOffset = ddlGradePicker.MaxGradeOffset;;
// keep trying until we find a Grade that has a gradeOffset that that includes the Person's gradeOffset (for example, there might be combined grades)
while (!ddlGradePicker.Items.OfType <ListItem>().Any(a => a.Value.AsInteger() == gradeOffset) && gradeOffset <= maxGradeOffset)
{
gradeOffset++;
}
ddlGradePicker.SetValue(gradeOffset);
}
else
{
ddlGradePicker.SelectedIndex = 0;
}
dpAnniversaryDate.SelectedDate = Person.AnniversaryDate;
rblGender.SelectedValue = Person.Gender.ConvertToString(false);
ddlMaritalStatus.SelectedValue = Person.MaritalStatusValueId.HasValue ? Person.MaritalStatusValueId.Value.ToString() : string.Empty;
ddlConnectionStatus.SelectedValue = Person.ConnectionStatusValueId.HasValue ? Person.ConnectionStatusValueId.Value.ToString() : string.Empty;
tbEmail.Text = Person.Email;
cbIsEmailActive.Checked = Person.IsEmailActive ?? true;
rblEmailPreference.SelectedValue = Person.EmailPreference.ConvertToString(false);
ddlRecordStatus.SelectedValue = Person.RecordStatusValueId.HasValue ? Person.RecordStatusValueId.Value.ToString() : string.Empty;
ddlReason.SelectedValue = Person.RecordStatusReasonValueId.HasValue ? Person.RecordStatusReasonValueId.Value.ToString() : string.Empty;
tbInactiveReasonNote.Text = Person.InactiveReasonNote;
bool showInactiveReason = (Person.RecordStatusValueId.HasValue &&
Person.RecordStatusValueId.Value == DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE)).Id);
ddlReason.Visible = showInactiveReason;
tbInactiveReasonNote.Visible = showInactiveReason;
var mobilePhoneType = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE));
var phoneNumbers = new List <PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE));
if (phoneNumberTypes.DefinedValues.Any())
{
foreach (var phoneNumberType in phoneNumberTypes.DefinedValues)
{
var phoneNumber = Person.PhoneNumbers.FirstOrDefault(n => n.NumberTypeValueId == phoneNumberType.Id);
if (phoneNumber == null)
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber {
NumberTypeValueId = numberType.Id, NumberTypeValue = numberType
};
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber(phoneNumber.CountryCode, phoneNumber.Number);
}
phoneNumbers.Add(phoneNumber);
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
ddlGivingGroup.SetValue(Person.GivingGroupId);
}
/// <summary>
/// Maps the communication data.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <returns></returns>
private void MapCommunication( IQueryable<Row> tableData )
{
var lookupContext = new RockContext();
var personService = new PersonService( lookupContext );
var attributeService = new AttributeService( lookupContext );
var definedTypePhoneType = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ), lookupContext );
var otherNumberType = definedTypePhoneType.DefinedValues.Where( dv => dv.Value.StartsWith( "Other" ) ).Select( v => (int?)v.Id ).FirstOrDefault();
if ( otherNumberType == null )
{
var otherType = new DefinedValue();
otherType.IsSystem = false;
otherType.DefinedTypeId = definedTypePhoneType.Id;
otherType.Order = 0;
otherType.Value = "Other";
otherType.Description = "Imported from FellowshipOne";
otherType.CreatedByPersonAliasId = ImportPersonAliasId;
lookupContext.DefinedValues.Add( otherType );
lookupContext.SaveChanges( DisableAuditing );
}
// Look up existing Person attributes
var personAttributes = attributeService.GetByEntityTypeId( PersonEntityTypeId ).ToList();
// Cached Rock attributes: Facebook, Twitter, Instagram
var twitterAttribute = AttributeCache.Read( personAttributes.FirstOrDefault( a => a.Key.Equals( "Twitter", StringComparison.InvariantCultureIgnoreCase ) ) );
var facebookAttribute = AttributeCache.Read( personAttributes.FirstOrDefault( a => a.Key.Equals( "Facebook", StringComparison.InvariantCultureIgnoreCase ) ) );
var instagramAttribute = AttributeCache.Read( personAttributes.FirstOrDefault( a => a.Key.Equals( "Instagram", StringComparison.InvariantCultureIgnoreCase ) ) );
var newNumbers = new List<PhoneNumber>();
var existingNumbers = new PhoneNumberService( lookupContext ).Queryable().AsNoTracking().ToList();
var newPeopleAttributes = new Dictionary<int, Person>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = ( totalRows - 1 ) / 100 + 1;
ReportProgress( 0, string.Format( "Verifying communication import ({0:N0} found, {1:N0} already exist).", totalRows, existingNumbers.Count ) );
foreach ( var groupedRows in tableData.OrderByDescending( r => r["LastUpdatedDate"] ).GroupBy<Row, int?>( r => r["Household_ID"] as int? ) )
{
foreach ( var row in groupedRows.Where( r => r != null ) )
{
string value = row["Communication_Value"] as string;
int? individualId = row["Individual_ID"] as int?;
int? householdId = row["Household_ID"] as int?;
var peopleToUpdate = new List<PersonKeys>();
if ( individualId != null )
{
var matchingPerson = GetPersonKeys( individualId, householdId, includeVisitors: false );
if ( matchingPerson != null )
{
peopleToUpdate.Add( matchingPerson );
}
}
else
{
peopleToUpdate = GetFamilyByHouseholdId( householdId, includeVisitors: false );
}
if ( peopleToUpdate.Any() && !string.IsNullOrWhiteSpace( value ) )
{
DateTime? lastUpdated = row["LastUpdatedDate"] as DateTime?;
string communicationComment = row["Communication_Comment"] as string;
string type = row["Communication_Type"] as string;
bool isListed = (bool)row["Listed"];
value = value.RemoveWhitespace();
// Communication value is a number
if ( type.Contains( "Phone" ) || type.Contains( "Mobile" ) )
{
var extension = string.Empty;
var countryCode = PhoneNumber.DefaultCountryCode();
var normalizedNumber = string.Empty;
var countryIndex = value.IndexOf( '+' );
int extensionIndex = value.LastIndexOf( 'x' ) > 0 ? value.LastIndexOf( 'x' ) : value.Length;
if ( countryIndex >= 0 )
{
countryCode = value.Substring( countryIndex, countryIndex + 3 ).AsNumeric();
normalizedNumber = value.Substring( countryIndex + 3, extensionIndex - 3 ).AsNumeric();
extension = value.Substring( extensionIndex );
}
else if ( extensionIndex > 0 )
{
normalizedNumber = value.Substring( 0, extensionIndex ).AsNumeric();
extension = value.Substring( extensionIndex ).AsNumeric();
}
else
{
normalizedNumber = value.AsNumeric();
}
if ( !string.IsNullOrWhiteSpace( normalizedNumber ) )
{
foreach ( var personKeys in peopleToUpdate )
{
bool numberExists = existingNumbers.Any( n => n.PersonId == personKeys.PersonId && n.Number.Equals( value ) );
if ( !numberExists )
{
var newNumber = new PhoneNumber();
newNumber.CreatedByPersonAliasId = ImportPersonAliasId;
newNumber.ModifiedDateTime = lastUpdated;
newNumber.PersonId = (int)personKeys.PersonId;
newNumber.IsMessagingEnabled = false;
newNumber.CountryCode = countryCode;
newNumber.IsUnlisted = !isListed;
newNumber.Extension = extension.Left( 20 ) ?? string.Empty;
newNumber.Number = normalizedNumber.Left( 20 );
newNumber.Description = communicationComment;
newNumber.NumberFormatted = PhoneNumber.FormattedNumber( countryCode, newNumber.Number, true );
var matchingNumberType = definedTypePhoneType.DefinedValues.Where( v => type.StartsWith( v.Value ) )
.Select( v => (int?)v.Id ).FirstOrDefault();
newNumber.NumberTypeValueId = matchingNumberType ?? otherNumberType;
newNumbers.Add( newNumber );
existingNumbers.Add( newNumber );
}
}
completed++;
}
}
else
{
Person person = null;
var personKeys = peopleToUpdate.FirstOrDefault();
if ( !newPeopleAttributes.ContainsKey( personKeys.PersonId ) )
{
// not in dictionary, get person from database
person = personService.Queryable( includeDeceased: true ).FirstOrDefault( p => p.Id == personKeys.PersonId );
}
else
{
// reuse person from dictionary
person = newPeopleAttributes[personKeys.PersonId];
}
if ( person != null )
{
if ( person.Attributes == null || person.AttributeValues == null )
{
// make sure we have valid objects to assign to
person.Attributes = new Dictionary<string, AttributeCache>();
person.AttributeValues = new Dictionary<string, AttributeValueCache>();
}
// Check for an InFellowship ID/email before checking other types of email
var isLoginValue = type.IndexOf( "InFellowship", StringComparison.OrdinalIgnoreCase ) >= 0;
var personAlreadyHasLogin = person.Attributes.ContainsKey( InFellowshipLoginAttribute.Key );
if ( isLoginValue && !personAlreadyHasLogin )
{
AddPersonAttribute( InFellowshipLoginAttribute, person, value );
AddUserLogin( AuthProviderEntityTypeId, person, value );
}
else if ( value.IsEmail() )
{
// person email is empty
if ( string.IsNullOrWhiteSpace( person.Email ) )
{
person.Email = value.Left( 75 );
person.IsEmailActive = isListed;
person.EmailPreference = isListed ? EmailPreference.EmailAllowed : EmailPreference.DoNotEmail;
person.ModifiedDateTime = lastUpdated;
person.EmailNote = communicationComment;
lookupContext.SaveChanges( DisableAuditing );
}
// this is a different email, assign it to SecondaryEmail
else if ( !person.Email.Equals( value ) && !person.Attributes.ContainsKey( SecondaryEmailAttribute.Key ) )
{
AddPersonAttribute( SecondaryEmailAttribute, person, value );
}
}
else if ( type.Contains( "Twitter" ) && !person.Attributes.ContainsKey( twitterAttribute.Key ) )
{
AddPersonAttribute( twitterAttribute, person, value );
}
else if ( type.Contains( "Facebook" ) && !person.Attributes.ContainsKey( facebookAttribute.Key ) )
{
AddPersonAttribute( facebookAttribute, person, value );
}
else if ( type.Contains( "Instagram" ) && !person.Attributes.ContainsKey( instagramAttribute.Key ) )
{
AddPersonAttribute( instagramAttribute, person, value );
}
if ( !newPeopleAttributes.ContainsKey( personKeys.PersonId ) )
{
newPeopleAttributes.Add( personKeys.PersonId, person );
}
else
{
newPeopleAttributes[personKeys.PersonId] = person;
}
}
completed++;
}
if ( completed % percentage < 1 )
{
int percentComplete = completed / percentage;
ReportProgress( percentComplete, string.Format( "{0:N0} records imported ({1}% complete).", completed, percentComplete ) );
}
else if ( completed % ReportingNumber < 1 )
{
if ( newNumbers.Any() || newPeopleAttributes.Any() )
{
SaveCommunication( newNumbers, newPeopleAttributes );
}
// reset so context doesn't bloat
lookupContext = new RockContext();
personService = new PersonService( lookupContext );
newPeopleAttributes.Clear();
newNumbers.Clear();
ReportPartialProgress();
}
}
}
}
if ( newNumbers.Any() || newPeopleAttributes.Any() )
{
SaveCommunication( newNumbers, newPeopleAttributes );
}
ReportProgress( 100, string.Format( "Finished communication import: {0:N0} records imported.", completed ) );
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
lTitle.Text = String.Format( "Edit: {0}", Person.FullName ).FormatAsHtmlTitle();
imgPhoto.BinaryFileId = Person.PhotoId;
ddlTitle.SelectedValue = Person.TitleValueId.HasValue ? Person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = Person.FirstName;
tbNickName.Text = string.IsNullOrWhiteSpace( Person.NickName ) ? "" : ( Person.NickName.Equals( Person.FirstName, StringComparison.OrdinalIgnoreCase ) ? "" : Person.NickName );
tbMiddleName.Text = Person.MiddleName;
tbLastName.Text = Person.LastName;
ddlSuffix.SelectedValue = Person.SuffixValueId.HasValue ? Person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = Person.BirthDate;
dpAnniversaryDate.SelectedDate = Person.AnniversaryDate;
rblGender.SelectedValue = Person.Gender.ConvertToString();
rblMaritalStatus.SelectedValue = Person.MaritalStatusValueId.HasValue ? Person.MaritalStatusValueId.Value.ToString() : string.Empty;
rblStatus.SelectedValue = Person.ConnectionStatusValueId.HasValue ? Person.ConnectionStatusValueId.Value.ToString() : string.Empty;
tbEmail.Text = Person.Email;
ddlRecordStatus.SelectedValue = Person.RecordStatusValueId.HasValue ? Person.RecordStatusValueId.Value.ToString() : string.Empty;
ddlReason.SelectedValue = Person.RecordStatusReasonValueId.HasValue ? Person.RecordStatusReasonValueId.Value.ToString() : string.Empty;
var mobilePhoneType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE ) );
var phoneNumbers = new List<PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
if ( phoneNumberTypes.DefinedValues.Any() )
{
foreach ( var phoneNumberType in phoneNumberTypes.DefinedValues )
{
var phoneNumber = Person.PhoneNumbers.FirstOrDefault( n => n.NumberTypeValueId == phoneNumberType.Id );
if ( phoneNumber == null )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Name = phoneNumberType.Name;
phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
phoneNumbers.Add( phoneNumber );
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
ddlGivingGroup.SetValue( Person.GivingGroupId );
}
/// <summary>
/// Raises the <see cref="E:System.Web.UI.Control.Load" /> event.
/// </summary>
/// <param name="e">The <see cref="T:System.EventArgs" /> object that contains the event data.</param>
protected override void OnLoad( System.EventArgs e )
{
base.OnLoad( e );
pnlMessage.Controls.Clear();
pnlMessage.Visible = false;
PagePanels[0] = phUserInfo;
PagePanels[1] = phDuplicates;
PagePanels[2] = phSendLoginInfo;
PagePanels[3] = phSentLoginInfo;
PagePanels[4] = phConfirmation;
PagePanels[5] = phSuccess;
if ( !Page.IsPostBack )
{
DisplayUserInfo( Direction.Forward );
// show/hide address and phone panels
pnlAddress.Visible = GetAttributeValue( "ShowAddress" ).AsBoolean();
pnlPhoneNumbers.Visible = GetAttributeValue( "ShowPhoneNumbers" ).AsBoolean();
acAddress.Required = GetAttributeValue( "AddressRequired" ).AsBoolean();
var phoneNumbers = new List<PhoneNumber>();
// add phone number types
if ( pnlPhoneNumbers.Visible )
{
var phoneNumberTypeDefinedType = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
if (!string.IsNullOrWhiteSpace( GetAttributeValue( "PhoneTypes" ) ) )
{
var selectedPhoneTypeGuids = GetAttributeValue( "PhoneTypes" ).Split( ',' ).Select( Guid.Parse ).ToList();
var selectedPhoneTypes = phoneNumberTypeDefinedType.DefinedValues.Where( v => selectedPhoneTypeGuids.Contains( v.Guid ) ).ToList();
foreach ( var phoneNumberType in selectedPhoneTypes )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
var phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumbers.Add( phoneNumber );
}
rPhoneNumbers.DataSource = phoneNumbers;
rPhoneNumbers.DataBind();
}
}
}
}
/// <summary>
/// Maps the contribution.
/// </summary>
/// <param name="csvData">The table data.</param>
private int MapContribution(CSVInstance csvData)
{
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 currencyTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
int?currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => (int?)dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION), lookupContext).Id;
int sourceTypeWebsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE), lookupContext).Id;
int sourceTypeKiosk = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.ToDictionary(t => (int)t.ForeignId, t => (int?)t.Id);
// List for batching new contributions
var newTransactions = new List <FinancialTransaction>();
int completed = 0;
ReportProgress(0, string.Format("Verifying contribution import ({0:N0} already exist).", importedContributions.Count));
string[] row;
// Uses a look-ahead enumerator: this call will move to the next record immediately
while ((row = csvData.Database.FirstOrDefault()) != null)
{
string individualIdKey = row[IndividualID];
int? individualId = individualIdKey.AsType <int?>();
string contributionIdKey = row[ContributionID];
int? contributionId = contributionIdKey.AsType <int?>();
if (contributionId != null && !importedContributions.ContainsKey((int)contributionId))
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
string summary = row[Memo] as string;
if (summary != null)
{
transaction.Summary = summary;
}
string batchIdKey = row[ContributionBatchID];
int? batchId = batchIdKey.AsType <int?>();
if (batchId != null && ImportedBatches.Any(b => b.Key.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
string receivedDateKey = row[ReceivedDate];
DateTime?receivedDate = receivedDateKey.AsType <DateTime?>();
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
string contributionType = row[ContributionTypeName].ToStringSafe().ToLower();
if (contributionType != null)
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
if (contributionType == "cash")
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if (contributionType == "check")
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if (contributionType == "ach")
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if (contributionType == "credit card")
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row[CheckNumber] as string;
// if the check number is valid, put it in the transaction code
if (checkNumber.AsType <int?>() != null)
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if (!string.IsNullOrEmpty(checkNumber) && checkNumber.StartsWith("SG"))
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = row[FundName] as string;
string subFund = row[SubFundName] as string;
string fundGLAccount = row[FundGLAccount] as string;
string subFundGLAccount = row[SubFundGLAccount] as string;
string isFundActiveKey = row[FundIsActive];
Boolean?isFundActive = isFundActiveKey.AsType <Boolean?>();
string statedValueKey = row[StatedValue];
decimal?statedValue = statedValueKey.AsType <decimal?>();
string amountKey = row[Amount];
decimal?amount = amountKey.AsType <decimal?>();
if (fundName != null & amount != null)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName) && a.CampusId == null);
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundGLAccount, null, null, isFundActive);
accountList.Add(parentAccount);
}
if (!String.IsNullOrWhiteSpace(subFund))
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format("{0} {1}", subFund, fundName);
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isFundActive);
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue != null && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
newTransactions.Add(transaction);
completed++;
if (completed % (ReportingNumber * 10) < 1)
{
ReportProgress(0, string.Format("{0:N0} contributions imported.", completed));
}
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));
return(completed);
}
/// <summary>
/// Handles the Click event of the btnSaveDefinedValue control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="EventArgs" /> instance containing the event data.</param>
protected void btnSaveValue_Click( object sender, EventArgs e )
{
DefinedValue definedValue;
DefinedValueService definedValueService = new DefinedValueService();
int definedValueId = hfDefinedValueId.ValueAsInt();
if ( definedValueId.Equals( 0 ) )
{
int definedTypeId = hfDefinedTypeId.ValueAsInt();
definedValue = new DefinedValue { Id = 0 };
definedValue.DefinedTypeId = definedTypeId;
definedValue.IsSystem = false;
var orders = definedValueService.Queryable()
.Where( d => d.DefinedTypeId == definedTypeId )
.Select( d => d.Order)
.ToList();
definedValue.Order = orders.Any() ? orders.Max() + 1 : 0;
}
else
{
definedValue = definedValueService.Get( definedValueId );
}
definedValue.Name = tbValueName.Text;
definedValue.Description = tbValueDescription.Text;
definedValue.LoadAttributes();
Rock.Attribute.Helper.GetEditValues( phDefinedValueAttributes, definedValue );
if ( !Page.IsValid )
{
return;
}
if ( !definedValue.IsValid )
{
// Controls will render the error messages
return;
}
RockTransactionScope.WrapTransaction( () =>
{
if ( definedValue.Id.Equals( 0 ) )
{
definedValueService.Add( definedValue, CurrentPersonId );
}
definedValueService.Save( definedValue, CurrentPersonId );
Rock.Attribute.Helper.SaveAttributeValues( definedValue, CurrentPersonId );
Rock.Web.Cache.DefinedTypeCache.Flush( definedValue.DefinedTypeId );
Rock.Web.Cache.DefinedValueCache.Flush( definedValue.Id );
} );
BindDefinedValuesGrid();
hfDefinedValueId.Value = string.Empty;
modalValue.Hide();
}
/// <summary>
/// Binds the defined values grid.
/// </summary>
protected void AddAttributeColumns()
{
// Remove attribute columns
foreach ( var column in gDefinedValues.Columns.OfType<AttributeField>().ToList() )
{
gDefinedValues.Columns.Remove( column );
}
if ( _definedType != null )
{
// Add attribute columns
int entityTypeId = new DefinedValue().TypeId;
string qualifier = _definedType.Id.ToString();
foreach ( var attribute in new AttributeService( new RockContext() ).Queryable()
.Where( a =>
a.EntityTypeId == entityTypeId &&
a.IsGridColumn &&
a.EntityTypeQualifierColumn.Equals( "DefinedTypeId", StringComparison.OrdinalIgnoreCase ) &&
a.EntityTypeQualifierValue.Equals( qualifier ) )
.OrderBy( a => a.Order )
.ThenBy( a => a.Name ) )
{
string dataFieldExpression = attribute.Key;
bool columnExists = gDefinedValues.Columns.OfType<AttributeField>().FirstOrDefault( a => a.DataField.Equals( dataFieldExpression ) ) != null;
if ( !columnExists )
{
AttributeField boundField = new AttributeField();
boundField.DataField = dataFieldExpression;
boundField.HeaderText = attribute.Name;
boundField.SortExpression = string.Empty;
var attributeCache = Rock.Web.Cache.AttributeCache.Read( attribute.Id );
if ( attributeCache != null )
{
boundField.ItemStyle.HorizontalAlign = attributeCache.FieldType.Field.AlignValue;
}
gDefinedValues.Columns.Add( boundField );
}
}
}
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
lTitle.Text = String.Format( "Edit: {0}", Person.FullName ).FormatAsHtmlTitle();
imgPhoto.BinaryFileId = Person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPhotoUrl( null, Person.Gender );
ddlTitle.SelectedValue = Person.TitleValueId.HasValue ? Person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = Person.FirstName;
tbNickName.Text = string.IsNullOrWhiteSpace( Person.NickName ) ? "" : ( Person.NickName.Equals( Person.FirstName, StringComparison.OrdinalIgnoreCase ) ? "" : Person.NickName );
tbMiddleName.Text = Person.MiddleName;
tbLastName.Text = Person.LastName;
ddlSuffix.SelectedValue = Person.SuffixValueId.HasValue ? Person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = Person.BirthDate;
string selectedGrade = "";
if ( Person.GraduationDate.HasValue )
{
int gradeMaxFactorReactor = ( RockDateTime.Now < _gradeTransitionDate ) ? 12 : 13;
int grade = gradeMaxFactorReactor - ( Person.GraduationDate.Value.Year - RockDateTime.Now.Year );
if (grade >= 0 && grade <= 12)
{
selectedGrade = grade.ToString();
}
ypGraduation.SelectedYear = Person.GraduationDate.Value.Year;
}
else
{
ypGraduation.SelectedYear = null;
}
ddlGrade.SelectedValue = selectedGrade;
dpAnniversaryDate.SelectedDate = Person.AnniversaryDate;
rblGender.SelectedValue = Person.Gender.ConvertToString(false);
rblMaritalStatus.SelectedValue = Person.MaritalStatusValueId.HasValue ? Person.MaritalStatusValueId.Value.ToString() : string.Empty;
rblStatus.SelectedValue = Person.ConnectionStatusValueId.HasValue ? Person.ConnectionStatusValueId.Value.ToString() : string.Empty;
tbEmail.Text = Person.Email;
cbIsEmailActive.Checked = Person.IsEmailActive ?? true;
rblEmailPreference.SelectedValue = Person.EmailPreference.ConvertToString(false);
ddlRecordStatus.SelectedValue = Person.RecordStatusValueId.HasValue ? Person.RecordStatusValueId.Value.ToString() : string.Empty;
ddlReason.SelectedValue = Person.RecordStatusReasonValueId.HasValue ? Person.RecordStatusReasonValueId.Value.ToString() : string.Empty;
ddlReason.Visible = Person.RecordStatusReasonValueId.HasValue &&
Person.RecordStatusValueId.Value == DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_RECORD_STATUS_INACTIVE ) ).Id;
var mobilePhoneType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE ) );
var phoneNumbers = new List<PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
if ( phoneNumberTypes.DefinedValues.Any() )
{
foreach ( var phoneNumberType in phoneNumberTypes.DefinedValues )
{
var phoneNumber = Person.PhoneNumbers.FirstOrDefault( n => n.NumberTypeValueId == phoneNumberType.Id );
if ( phoneNumber == null )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Name = phoneNumberType.Name;
phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber( phoneNumber.CountryCode, phoneNumber.Number );
}
phoneNumbers.Add( phoneNumber );
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
ddlGivingGroup.SetValue( Person.GivingGroupId );
}
/// <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 currencyTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CURRENCY_TYPE));
int currencyTypeACH = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_ACH))).Id;
int currencyTypeCash = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CASH))).Id;
int currencyTypeCheck = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CHECK))).Id;
int currencyTypeCreditCard = currencyTypes.DefinedValues.FirstOrDefault(dv => dv.Guid.Equals(new Guid(Rock.SystemGuid.DefinedValue.CURRENCY_TYPE_CREDIT_CARD))).Id;
int?currencyTypeNonCash = currencyTypes.DefinedValues.Where(dv => dv.Value.Equals("Non-Cash")).Select(dv => (int?)dv.Id).FirstOrDefault();
if (currencyTypeNonCash == null)
{
var newTenderNonCash = new DefinedValue();
newTenderNonCash.Value = "Non-Cash";
newTenderNonCash.Description = "Non-Cash";
newTenderNonCash.DefinedTypeId = currencyTypes.Id;
lookupContext.DefinedValues.Add(newTenderNonCash);
lookupContext.SaveChanges();
currencyTypeNonCash = newTenderNonCash.Id;
}
var creditCardTypes = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_CREDIT_CARD_TYPE)).DefinedValues;
int sourceTypeOnsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_ONSITE_COLLECTION), lookupContext).Id;
int sourceTypeWebsite = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_WEBSITE), lookupContext).Id;
int sourceTypeKiosk = DefinedValueCache.Read(new Guid(Rock.SystemGuid.DefinedValue.FINANCIAL_SOURCE_TYPE_KIOSK), lookupContext).Id;
var refundReasons = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.FINANCIAL_TRANSACTION_REFUND_REASON), lookupContext).DefinedValues;
var accountList = new FinancialAccountService(lookupContext).Queryable().AsNoTracking().ToList();
int?defaultBatchId = null;
if (ImportedBatches.ContainsKey(0))
{
defaultBatchId = ImportedBatches[0];
}
// Get all imported contributions
var importedContributions = new FinancialTransactionService(lookupContext).Queryable().AsNoTracking()
.Where(c => c.ForeignId != null)
.ToDictionary(t => (int)t.ForeignId, t => (int?)t.Id);
// 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.Where(r => r != null))
{
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((int)contributionId))
{
var transaction = new FinancialTransaction();
transaction.CreatedByPersonAliasId = ImportPersonAliasId;
transaction.ModifiedByPersonAliasId = ImportPersonAliasId;
transaction.TransactionTypeValueId = transactionTypeContributionId;
transaction.ForeignKey = contributionId.ToString();
transaction.ForeignId = contributionId;
int?giverAliasId = null;
var personKeys = GetPersonKeys(individualId, householdId);
if (personKeys != null && personKeys.PersonAliasId > 0)
{
giverAliasId = personKeys.PersonAliasId;
transaction.CreatedByPersonAliasId = giverAliasId;
transaction.AuthorizedPersonAliasId = giverAliasId;
transaction.ProcessedByPersonAliasId = giverAliasId;
}
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.Equals(batchId)))
{
transaction.BatchId = ImportedBatches.FirstOrDefault(b => b.Key.Equals(batchId)).Value;
}
else
{
// use the default batch for any non-matching transactions
transaction.BatchId = defaultBatchId;
}
DateTime?receivedDate = row["Received_Date"] as DateTime?;
if (receivedDate != null)
{
transaction.TransactionDateTime = receivedDate;
transaction.CreatedDateTime = receivedDate;
transaction.ModifiedDateTime = ImportDateTime;
}
var contributionFields = row.Columns.Select(c => c.Name).ToList();
string cardType = contributionFields.Contains("Card_Type") ? row["Card_Type"] as string : string.Empty;
string cardLastFour = contributionFields.Contains("Last_Four") ? row["Last_Four"] as string : string.Empty;
string contributionType = contributionFields.Contains("Contribution_Type_Name") ? row["Contribution_Type_Name"] as string : string.Empty;
if (!string.IsNullOrEmpty(contributionType))
{
// set default source to onsite, exceptions listed below
transaction.SourceTypeValueId = sourceTypeOnsite;
contributionType = contributionType.ToLower();
int?paymentCurrencyTypeId = null, creditCardTypeId = null;
if (contributionType == "cash")
{
paymentCurrencyTypeId = currencyTypeCash;
}
else if (contributionType == "check")
{
paymentCurrencyTypeId = currencyTypeCheck;
}
else if (contributionType == "ach")
{
paymentCurrencyTypeId = currencyTypeACH;
transaction.SourceTypeValueId = sourceTypeWebsite;
}
else if (contributionType == "credit card")
{
paymentCurrencyTypeId = currencyTypeCreditCard;
transaction.SourceTypeValueId = sourceTypeWebsite;
if (!string.IsNullOrEmpty(cardType))
{
creditCardTypeId = creditCardTypes.Where(t => t.Value.Equals(cardType)).Select(t => (int?)t.Id).FirstOrDefault();
}
}
else
{
paymentCurrencyTypeId = currencyTypeNonCash;
}
var paymentDetail = new FinancialPaymentDetail();
paymentDetail.CreatedDateTime = receivedDate;
paymentDetail.CreatedByPersonAliasId = giverAliasId;
paymentDetail.ModifiedDateTime = ImportDateTime;
paymentDetail.ModifiedByPersonAliasId = giverAliasId;
paymentDetail.CurrencyTypeValueId = paymentCurrencyTypeId;
paymentDetail.CreditCardTypeValueId = creditCardTypeId;
paymentDetail.AccountNumberMasked = cardLastFour;
paymentDetail.ForeignKey = contributionId.ToString();
paymentDetail.ForeignId = contributionId;
transaction.FinancialPaymentDetail = paymentDetail;
}
string checkNumber = row["Check_Number"] as string;
// if the check number is valid, put it in the transaction code
if (checkNumber.AsType <int?>() != null)
{
transaction.TransactionCode = checkNumber;
}
// check for SecureGive kiosk transactions
else if (!string.IsNullOrEmpty(checkNumber) && checkNumber.StartsWith("SG"))
{
transaction.SourceTypeValueId = sourceTypeKiosk;
}
string fundName = contributionFields.Contains("Fund_Name") ? row["Fund_Name"] as string : string.Empty;
string subFund = contributionFields.Contains("Sub_Fund_Name") ? row["Sub_Fund_Name"] as string : string.Empty;
string fundGLAccount = contributionFields.Contains("Fund_GL_Account") ? row["Fund_GL_Account"] as string : string.Empty;
string subFundGLAccount = contributionFields.Contains("Sub_Fund_GL_Account") ? row["Sub_Fund_GL_Account"] as string : string.Empty;
string isFundActive = contributionFields.Contains("Fund_Is_active") ? row["Fund_Is_active"] as string : null;
decimal?statedValue = row["Stated_Value"] as decimal?;
decimal?amount = row["Amount"] as decimal?;
if (fundName != null & amount != null)
{
int transactionAccountId;
var parentAccount = accountList.FirstOrDefault(a => a.Name.Equals(fundName.Left(50)) && a.CampusId == null);
if (parentAccount == null)
{
parentAccount = AddAccount(lookupContext, fundName, fundGLAccount, null, null, isFundActive.AsBooleanOrNull());
accountList.Add(parentAccount);
}
if (subFund != null)
{
int?campusFundId = null;
// assign a campus if the subfund is a campus fund
var campusFund = CampusList.FirstOrDefault(c => subFund.StartsWith(c.Name) || subFund.StartsWith(c.ShortCode));
if (campusFund != null)
{
// use full campus name as the subfund
subFund = campusFund.Name;
campusFundId = campusFund.Id;
}
// add info to easily find/assign this fund in the view
subFund = string.Format("{0} {1}", subFund, fundName);
var childAccount = accountList.FirstOrDefault(c => c.Name.Equals(subFund.Left(50)) && c.ParentAccountId == parentAccount.Id);
if (childAccount == null)
{
// create a child account with a campusId if it was set
childAccount = AddAccount(lookupContext, subFund, subFundGLAccount, campusFundId, parentAccount.Id, isFundActive.AsBooleanOrNull());
accountList.Add(childAccount);
}
transactionAccountId = childAccount.Id;
}
else
{
transactionAccountId = parentAccount.Id;
}
if (amount == 0 && statedValue != null && statedValue != 0)
{
amount = statedValue;
}
var transactionDetail = new FinancialTransactionDetail();
transactionDetail.Amount = (decimal)amount;
transactionDetail.CreatedDateTime = receivedDate;
transactionDetail.AccountId = transactionAccountId;
transaction.TransactionDetails.Add(transactionDetail);
if (amount < 0)
{
transaction.RefundDetails = new FinancialTransactionRefund();
transaction.RefundDetails.CreatedDateTime = receivedDate;
transaction.RefundDetails.RefundReasonValueId = refundReasons.Where(dv => summary != null && dv.Value.Contains(summary))
.Select(dv => (int?)dv.Id).FirstOrDefault();
transaction.RefundDetails.RefundReasonSummary = summary;
}
}
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));
}
/// <summary>
/// Shows the details.
/// </summary>
private void ShowDetails()
{
RockContext rockContext = new RockContext();
pnlAddress.Visible = GetAttributeValue( "ShowAddress" ).AsBoolean();
acAddress.Required = GetAttributeValue( "AddressRequired" ).AsBoolean();
var person = CurrentPerson;
if ( person != null )
{
imgPhoto.BinaryFileId = person.PhotoId;
imgPhoto.NoPictureUrl = Person.GetPersonPhotoUrl( person, 200, 200 );
ddlTitle.SelectedValue = person.TitleValueId.HasValue ? person.TitleValueId.Value.ToString() : string.Empty;
tbFirstName.Text = person.FirstName;
tbNickName.Text = person.NickName;
tbLastName.Text = person.LastName;
ddlSuffix.SelectedValue = person.SuffixValueId.HasValue ? person.SuffixValueId.Value.ToString() : string.Empty;
bpBirthDay.SelectedDate = person.BirthDate;
rblGender.SelectedValue = person.Gender.ConvertToString();
tbEmail.Text = person.Email;
rblEmailPreference.SelectedValue = person.EmailPreference.ConvertToString( false );
Guid? locationTypeGuid = GetAttributeValue( "LocationType" ).AsGuidOrNull();
if ( locationTypeGuid.HasValue )
{
var addressTypeDv = DefinedValueCache.Read( locationTypeGuid.Value );
// if address type is home enable the move and is mailing/physical
if (addressTypeDv.Guid == Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME.AsGuid() )
{
lbMoved.Visible = true;
cbIsMailingAddress.Visible = true;
cbIsPhysicalAddress.Visible = true;
} else
{
lbMoved.Visible = false;
cbIsMailingAddress.Visible = false;
cbIsPhysicalAddress.Visible = false;
}
lAddressTitle.Text = addressTypeDv.Value + " Address";
var familyGroupTypeGuid = Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY.AsGuidOrNull();
if ( familyGroupTypeGuid.HasValue )
{
var familyGroupType = GroupTypeCache.Read( familyGroupTypeGuid.Value );
var familyAddress = new GroupLocationService( rockContext ).Queryable()
.Where( l => l.Group.GroupTypeId == familyGroupType.Id
&& l.GroupLocationTypeValueId == addressTypeDv.Id
&& l.Group.Members.Any( m => m.PersonId == person.Id))
.FirstOrDefault();
if ( familyAddress != null )
{
acAddress.SetValues( familyAddress.Location );
cbIsMailingAddress.Checked = familyAddress.IsMailingLocation;
cbIsPhysicalAddress.Checked = familyAddress.IsMappedLocation;
}
}
}
var mobilePhoneType = DefinedValueCache.Read( new Guid( Rock.SystemGuid.DefinedValue.PERSON_PHONE_TYPE_MOBILE ) );
var phoneNumbers = new List<PhoneNumber>();
var phoneNumberTypes = DefinedTypeCache.Read( new Guid( Rock.SystemGuid.DefinedType.PERSON_PHONE_TYPE ) );
if ( phoneNumberTypes.DefinedValues.Any() )
{
foreach ( var phoneNumberType in phoneNumberTypes.DefinedValues )
{
var phoneNumber = person.PhoneNumbers.FirstOrDefault( n => n.NumberTypeValueId == phoneNumberType.Id );
if ( phoneNumber == null )
{
var numberType = new DefinedValue();
numberType.Id = phoneNumberType.Id;
numberType.Value = phoneNumberType.Value;
phoneNumber = new PhoneNumber { NumberTypeValueId = numberType.Id, NumberTypeValue = numberType };
phoneNumber.IsMessagingEnabled = mobilePhoneType != null && phoneNumberType.Id == mobilePhoneType.Id;
}
else
{
// Update number format, just in case it wasn't saved correctly
phoneNumber.NumberFormatted = PhoneNumber.FormattedNumber( phoneNumber.CountryCode, phoneNumber.Number );
}
phoneNumbers.Add( phoneNumber );
}
rContactInfo.DataSource = phoneNumbers;
rContactInfo.DataBind();
}
}
}
/// <summary>
/// Maps the family address.
/// </summary>
/// <param name="tableData">The table data.</param>
/// <returns></returns>
private void MapFamilyAddress(IQueryable <Row> tableData)
{
var lookupContext = new RockContext();
var locationService = new LocationService(lookupContext);
List <GroupMember> familyGroupMemberList = new GroupMemberService(lookupContext).Queryable().AsNoTracking()
.Where(gm => gm.Group.GroupType.Guid == new Guid(Rock.SystemGuid.GroupType.GROUPTYPE_FAMILY)).ToList();
var groupLocationDefinedType = DefinedTypeCache.Read(new Guid(Rock.SystemGuid.DefinedType.GROUP_LOCATION_TYPE), lookupContext);
int homeGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_HOME)).Id;
int workGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_WORK)).Id;
int previousGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.FirstOrDefault(dv => dv.Guid == new Guid(Rock.SystemGuid.DefinedValue.GROUP_LOCATION_TYPE_PREVIOUS)).Id;
string otherGroupLocationName = "Other (Imported)";
int? otherGroupLocationTypeId = groupLocationDefinedType.DefinedValues
.Where(dv => dv.TypeName == otherGroupLocationName)
.Select(dv => (int?)dv.Id).FirstOrDefault();
if (otherGroupLocationTypeId == null)
{
var otherGroupLocationType = new DefinedValue();
otherGroupLocationType.Value = otherGroupLocationName;
otherGroupLocationType.DefinedTypeId = groupLocationDefinedType.Id;
otherGroupLocationType.IsSystem = false;
otherGroupLocationType.Order = 0;
lookupContext.DefinedValues.Add(otherGroupLocationType);
lookupContext.SaveChanges(DisableAuditing);
otherGroupLocationTypeId = otherGroupLocationType.Id;
}
var newGroupLocations = new List <GroupLocation>();
int completed = 0;
int totalRows = tableData.Count();
int percentage = (totalRows - 1) / 100 + 1;
ReportProgress(0, string.Format("Verifying address import ({0:N0} found).", totalRows));
foreach (var row in tableData.Where(r => r != null))
{
int?individualId = row["Individual_ID"] as int?;
int?householdId = row["Household_ID"] as int?;
var personKeys = GetPersonKeys(individualId, householdId, includeVisitors: false);
if (personKeys != null)
{
var familyGroup = familyGroupMemberList.Where(gm => gm.PersonId == personKeys.PersonId)
.Select(gm => gm.Group).FirstOrDefault();
if (familyGroup != null)
{
var groupLocation = new GroupLocation();
string street1 = row["Address_1"] as string;
string street2 = row["Address_2"] as string;
string city = row["City"] as string;
string state = row["State"] as string;
string country = row["country"] as string; // NOT A TYPO: F1 has property in lower-case
string zip = row["Postal_Code"] as string ?? string.Empty;
// restrict zip to 5 places to prevent duplicates
Location familyAddress = locationService.Get(street1, street2, city, state, zip.Left(5), country, verifyLocation: false);
if (familyAddress != null)
{
familyAddress.CreatedByPersonAliasId = ImportPersonAliasId;
familyAddress.Name = familyGroup.Name;
familyAddress.IsActive = true;
groupLocation.GroupId = familyGroup.Id;
groupLocation.LocationId = familyAddress.Id;
groupLocation.IsMailingLocation = true;
groupLocation.IsMappedLocation = true;
string addressType = row["Address_Type"].ToString().ToLower();
if (addressType.Equals("primary"))
{
groupLocation.GroupLocationTypeValueId = homeGroupLocationTypeId;
}
else if (addressType.Equals("business") || addressType.ToLower().Equals("org"))
{
groupLocation.GroupLocationTypeValueId = workGroupLocationTypeId;
}
else if (addressType.Equals("previous"))
{
groupLocation.GroupLocationTypeValueId = previousGroupLocationTypeId;
}
else if (!string.IsNullOrEmpty(addressType))
{
// look for existing group location types, otherwise mark as imported
var customTypeId = groupLocationDefinedType.DefinedValues.Where(dv => dv.Value.ToLower().Equals(addressType))
.Select(dv => (int?)dv.Id).FirstOrDefault();
groupLocation.GroupLocationTypeValueId = customTypeId ?? otherGroupLocationTypeId;
}
newGroupLocations.Add(groupLocation);
completed++;
if (completed % percentage < 1)
{
int percentComplete = completed / percentage;
ReportProgress(percentComplete, string.Format("{0:N0} addresses imported ({1}% complete).", completed, percentComplete));
}
else if (completed % ReportingNumber < 1)
{
SaveFamilyAddress(newGroupLocations);
// Reset context
newGroupLocations.Clear();
lookupContext = new RockContext();
locationService = new LocationService(lookupContext);
ReportPartialProgress();
}
}
}
}
}
if (newGroupLocations.Any())
{
SaveFamilyAddress(newGroupLocations);
}
ReportProgress(100, string.Format("Finished address import: {0:N0} addresses imported.", completed));
}
