/// <summary>
/// Binds the yearly summary.
/// </summary>
private void BindYearlySummary()
{
var givingId = Person.GivingId;
using (var rockContext = new RockContext())
{
DateTime?startDate;
if (!IsYearlySummaryExpanded)
{
// Only show this current year and last year
startDate = RockDateTime.Now.StartOfYear().AddYears(-1);
}
else
{
startDate = null;
}
var monthlyAccountGivingHistoryList = new FinancialTransactionService(rockContext).GetGivingAutomationMonthlyAccountGivingHistory(givingId, startDate);
var financialAccounts = new FinancialAccountService(rockContext).Queryable()
.AsNoTracking()
.ToDictionary(k => k.Id, v => v.Name);
var summaryList = monthlyAccountGivingHistoryList
.GroupBy(a => new { a.Year, a.AccountId })
.Select(t => new SummaryRecord
{
Year = t.Key.Year,
AccountId = t.Key.AccountId,
TotalAmount = t.Sum(d => d.Amount)
})
.OrderByDescending(a => a.Year)
.ToList();
var contributionSummaries = new List <ContributionSummary>();
foreach (var item in summaryList.GroupBy(a => a.Year))
{
var contributionSummary = new ContributionSummary();
contributionSummary.Year = item.Key;
contributionSummary.SummaryRecords = new List <SummaryRecord>();
foreach (var a in item)
{
a.AccountName = financialAccounts.ContainsKey(a.AccountId) ? financialAccounts[a.AccountId] : string.Empty;
contributionSummary.SummaryRecords.Add(a);
}
contributionSummary.TotalAmount = item.Sum(a => a.TotalAmount);
contributionSummaries.Add(contributionSummary);
}
rptYearSummary.DataSource = contributionSummaries;
rptYearSummary.DataBind();
// Show the correct button to expand or collapse
lbShowLessYearlySummary.Visible = IsYearlySummaryExpanded;
lbShowMoreYearlySummary.Visible = !IsYearlySummaryExpanded;
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var contributionType = DefinedValueCache.Read(Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid());
if (contributionType != null)
{
var rockContext = new RockContext();
var transactionDetailService = new FinancialTransactionDetailService(rockContext);
var qry = transactionDetailService.Queryable().AsNoTracking()
.Where(a =>
a.Transaction.TransactionTypeValueId == contributionType.Id &&
a.Transaction.TransactionDateTime.HasValue);
var targetPerson = this.ContextEntity <Person>();
if (targetPerson != null)
{
qry = qry.Where(t => t.Transaction.AuthorizedPersonAlias.Person.GivingId == targetPerson.GivingId);
}
List <SummaryRecord> summaryList;
using (new Rock.Data.QueryHintScope(rockContext, QueryHintType.RECOMPILE))
{
summaryList = qry
.GroupBy(a => new { a.Transaction.TransactionDateTime.Value.Year, a.AccountId })
.Select(t => new SummaryRecord
{
Year = t.Key.Year,
AccountId = t.Key.AccountId,
TotalAmount = t.Sum(d => d.Amount)
}).OrderByDescending(a => a.Year)
.ToList();
}
var mergeObjects = GlobalAttributesCache.GetMergeFields(this.CurrentPerson);
var financialAccounts = new FinancialAccountService(rockContext).Queryable().Select(a => new { a.Id, a.Name }).ToDictionary(k => k.Id, v => v.Name);
var yearsMergeObjects = new List <Dictionary <string, object> >();
foreach (var item in summaryList.GroupBy(a => a.Year))
{
var year = item.Key;
var accountsList = new List <object>();
foreach (var a in item)
{
var accountDictionary = new Dictionary <string, object>();
accountDictionary.Add("Account", financialAccounts.ContainsKey(a.AccountId) ? financialAccounts[a.AccountId] : string.Empty);
accountDictionary.Add("TotalAmount", a.TotalAmount);
accountsList.Add(accountDictionary);
}
var yearDictionary = new Dictionary <string, object>();
yearDictionary.Add("Year", year);
yearDictionary.Add("SummaryRows", accountsList);
yearsMergeObjects.Add(yearDictionary);
}
mergeObjects.Add("Rows", yearsMergeObjects);
lLavaOutput.Text = string.Empty;
if (GetAttributeValue("EnableDebug").AsBooleanOrNull().GetValueOrDefault(false))
{
lLavaOutput.Text = mergeObjects.lavaDebugInfo(rockContext);
}
string template = GetAttributeValue("LavaTemplate");
lLavaOutput.Text += template.ResolveMergeFields(mergeObjects).ResolveClientIds(upnlContent.ClientID);
}
}
/// <summary>
/// Binds the grid.
/// </summary>
private void BindGrid()
{
var contributionType = DefinedValueCache.Read( Rock.SystemGuid.DefinedValue.TRANSACTION_TYPE_CONTRIBUTION.AsGuid() );
if ( contributionType != null )
{
var rockContext = new RockContext();
var transactionDetailService = new FinancialTransactionDetailService( rockContext );
var qry = transactionDetailService.Queryable().AsNoTracking()
.Where( a =>
a.Transaction.TransactionTypeValueId == contributionType.Id &&
a.Transaction.TransactionDateTime.HasValue );
var targetPerson = this.ContextEntity<Person>();
if ( targetPerson != null )
{
qry = qry.Where( t => t.Transaction.AuthorizedPersonAlias.Person.GivingId == targetPerson.GivingId );
}
List<SummaryRecord> summaryList;
using ( new Rock.Data.QueryHintScope( rockContext, QueryHintType.RECOMPILE ) )
{
summaryList = qry
.GroupBy( a => new { a.Transaction.TransactionDateTime.Value.Year, a.AccountId } )
.Select( t => new SummaryRecord
{
Year = t.Key.Year,
AccountId = t.Key.AccountId,
TotalAmount = t.Sum( d => d.Amount )
} ).OrderByDescending( a => a.Year )
.ToList();
}
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields( this.RockPage, this.CurrentPerson );
var financialAccounts = new FinancialAccountService( rockContext ).Queryable().Select( a => new { a.Id, a.Name } ).ToDictionary( k => k.Id, v => v.Name );
var yearsMergeObjects = new List<Dictionary<string, object>>();
foreach ( var item in summaryList.GroupBy( a => a.Year ) )
{
var year = item.Key;
var accountsList = new List<object>();
foreach ( var a in item )
{
var accountDictionary = new Dictionary<string, object>();
accountDictionary.Add( "Account", financialAccounts.ContainsKey( a.AccountId ) ? financialAccounts[a.AccountId] : string.Empty );
accountDictionary.Add( "TotalAmount", a.TotalAmount );
accountsList.Add( accountDictionary );
}
var yearDictionary = new Dictionary<string, object>();
yearDictionary.Add( "Year", year );
yearDictionary.Add( "SummaryRows", accountsList );
yearsMergeObjects.Add( yearDictionary );
}
mergeFields.Add( "Rows", yearsMergeObjects );
lLavaOutput.Text = string.Empty;
if ( GetAttributeValue( "EnableDebug" ).AsBoolean() && IsUserAuthorized( Authorization.EDIT ) )
{
lLavaOutput.Text = mergeFields.lavaDebugInfo( rockContext );
}
string template = GetAttributeValue( "LavaTemplate" );
lLavaOutput.Text += template.ResolveMergeFields( mergeFields ).ResolveClientIds( upnlContent.ClientID );
}
}