/// <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);
}
