/// <summary>
/// Processes the giving journeys.
/// </summary>
internal void UpdateGivingJourneyStages()
{
var givingAnalyticsSetting = GivingAutomationSettings.LoadGivingAutomationSettings();
var rockContext = new RockContext();
rockContext.Database.CommandTimeout = this.SqlCommandTimeout;
var personService = new PersonService(rockContext);
// Limit to only Business and Person type records.
// Include deceased to cover transactions that could have occurred when they were not deceased
// or transactions that are dated after they were marked deceased.
var personQuery = personService.Queryable(new PersonService.PersonQueryOptions
{
IncludeDeceased = true,
IncludeBusinesses = true,
IncludePersons = true,
IncludeNameless = false,
IncludeRestUsers = false
});
var personAliasService = new PersonAliasService(rockContext);
var personAliasQuery = personAliasService.Queryable();
var financialTransactionService = new FinancialTransactionService(rockContext);
var financialTransactionGivingAnalyticsQuery = financialTransactionService.GetGivingAutomationSourceTransactionQuery();
if (OnProgress != null)
{
string progressMessage = "Calculating journey classifications...";
OnProgress.Invoke(this, new ProgressEventArgs(progressMessage));
}
/* Get Non-Giver GivingIds */
var nonGiverGivingIdsQuery = personQuery.Where(p =>
!financialTransactionGivingAnalyticsQuery.Any(ft => personAliasQuery.Any(pa => pa.Id == ft.AuthorizedPersonAliasId && pa.Person.GivingId == p.GivingId)));
var nonGiverGivingIdsList = nonGiverGivingIdsQuery.Select(a => a.GivingId).Distinct().ToList();
/* Get TransactionDateList for each GivingId in the system */
var transactionDateTimes = financialTransactionGivingAnalyticsQuery.Select(a => new
{
GivingId = personAliasQuery.Where(pa => pa.Id == a.AuthorizedPersonAliasId).Select(pa => pa.Person.GivingId).FirstOrDefault(),
a.TransactionDateTime
}).Where(a => a.GivingId != null).ToList();
var transactionDateTimesByGivingId = transactionDateTimes
.GroupBy(g => g.GivingId)
.Select(s => new
{
GivingId = s.Key,
TransactionDateTimeList = s.Select(x => x.TransactionDateTime).ToList()
}).ToDictionary(k => k.GivingId, v => v.TransactionDateTimeList);
List <AttributeCache> journeyStageAttributesList = new List <AttributeCache> {
_currentJourneyStageAttribute, _previousJourneyStageAttribute, _journeyStageChangeDateAttribute
};
if (journeyStageAttributesList.Any(a => a == null))
{
throw new Exception("Journey Stage Attributes are not installed correctly.");
}
var journeyStageAttributeIds = journeyStageAttributesList.Where(a => a != null).Select(a => a.Id).ToList();
var personCurrentJourneyAttributeValues = new AttributeValueService(rockContext).Queryable()
.WhereAttributeIds(journeyStageAttributeIds)
.Where(av => av.EntityId.HasValue)
.Join(
personQuery.Where(x => !string.IsNullOrEmpty(x.GivingId)),
av => av.EntityId.Value,
p => p.Id,
(av, p) => new
{
AttributeId = av.AttributeId,
AttributeValue = av.Value,
PersonGivingId = p.GivingId,
PersonId = p.Id
})
.GroupBy(a => a.PersonGivingId)
.Select(a => new
{
GivingId = a.Key,
AttributeValues = a.ToList()
}).ToDictionary(k => k.GivingId, v => v.AttributeValues);
var givingJourneySettings = givingAnalyticsSetting.GivingJourneySettings;
var currentDate = RockDateTime.Today;
var formerGiverGivingIds = new List <string>();
var lapsedGiverGivingIds = new List <string>();
var newGiverGivingIds = new List <string>();
var occasionalGiverGivingIds = new List <string>();
var consistentGiverGivingIds = new List <string>();
var noneOfTheAboveGiverGivingIds = new List <string>();
foreach (var givingIdTransactions in transactionDateTimesByGivingId)
{
var givingId = givingIdTransactions.Key;
var transactionDateList = givingIdTransactions.Value.Where(a => a.HasValue).Select(a => a.Value).ToList();
GivingJourneyStage?givingIdGivingJourneyStage = GetGivingJourneyStage(givingJourneySettings, currentDate, transactionDateList);
switch (givingIdGivingJourneyStage)
{
case GivingJourneyStage.Former:
formerGiverGivingIds.Add(givingId);
break;
case GivingJourneyStage.Lapsed:
lapsedGiverGivingIds.Add(givingId);
break;
case GivingJourneyStage.New:
newGiverGivingIds.Add(givingId);
break;
case GivingJourneyStage.Occasional:
occasionalGiverGivingIds.Add(givingId);
break;
case GivingJourneyStage.Consistent:
consistentGiverGivingIds.Add(givingId);
break;
case GivingJourneyStage.None:
// Shouldn't happen since we are only looking at people with transactions, and we have already
// figured out the non-givers
break;
default:
// if they are non of the above, then add them to the "none of the above" list
noneOfTheAboveGiverGivingIds.Add(givingId);
break;
}
}
Debug.WriteLine($@"
FormerGiverCount: {formerGiverGivingIds.Count}
LapsedGiverCount: {lapsedGiverGivingIds.Count}
NewGiverCount: {newGiverGivingIds.Count}
OccasionalGiverCount: {occasionalGiverGivingIds.Count}
ConsistentGiverCount: {consistentGiverGivingIds.Count}
NonGiverCount: {nonGiverGivingIdsList.Count}
NoneOfTheAboveCount: {noneOfTheAboveGiverGivingIds.Count}
");
_attributeValuesByGivingIdAndPersonId = personCurrentJourneyAttributeValues
.ToDictionary(
k => k.Key,
v =>
{
var lookupByPersonId = v.Value
.Select(s => new AttributeValueCache(s.AttributeId, s.PersonId, s.AttributeValue))
.GroupBy(g => g.EntityId.Value)
.ToDictionary(k => k.Key, vv => vv.ToList());
return(lookupByPersonId);
});
_personIdsByGivingId = personQuery.Where(x => !string.IsNullOrEmpty(x.GivingId))
.Select(a => new { a.GivingId, PersonId = a.Id })
.GroupBy(a => a.GivingId)
.ToDictionary(
k => k.Key,
v => v.Select(p => p.PersonId).ToList());
UpdateJourneyStageAttributeValuesForGivingId(formerGiverGivingIds, GivingJourneyStage.Former);
UpdateJourneyStageAttributeValuesForGivingId(lapsedGiverGivingIds, GivingJourneyStage.Lapsed);
UpdateJourneyStageAttributeValuesForGivingId(newGiverGivingIds, GivingJourneyStage.New);
UpdateJourneyStageAttributeValuesForGivingId(occasionalGiverGivingIds, GivingJourneyStage.Occasional);
UpdateJourneyStageAttributeValuesForGivingId(consistentGiverGivingIds, GivingJourneyStage.Consistent);
UpdateJourneyStageAttributeValuesForGivingId(nonGiverGivingIdsList, GivingJourneyStage.None);
UpdateJourneyStageAttributeValuesForGivingId(noneOfTheAboveGiverGivingIds, null);
}
