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