/// <summary>
/// Shows the giving stats for last12 months.
/// </summary>
private void ShowGivingStatsForLast12Months()
{
var givingId = Person.GivingId;
var rockContext = new RockContext();
var financialTransactionService = new FinancialTransactionService(rockContext);
var oneYearAgo = RockDateTime.Now.AddMonths(-12);
var twelveMonthsTransactionsQry = financialTransactionService
.GetGivingAutomationSourceTransactionQueryByGivingId(givingId)
.Where(t => t.TransactionDateTime >= oneYearAgo);
var twelveMonthTransactions = twelveMonthsTransactionsQry
.Select(a => new
{
TransactionDateTime = a.TransactionDateTime,
TotalAmount = a.TransactionDetails.Sum(d => d.Amount)
})
.ToList();
var last12MonthTotal = twelveMonthTransactions.Sum(t => t.TotalAmount);
var last12MonthCount = twelveMonthTransactions.Count;
// Last 12 Months KPI
string kpiLast12Months;
var last12MonthCountText = $"{last12MonthCount} {"gift".PluralizeIf( last12MonthCount != 1 )}";
kpiLast12Months = GetKpiShortCode(
"Last 12 Months",
$"<span class=\"currency-span\">{FormatAsCurrency( last12MonthTotal )}</span>",
subValue: $"<div class=\"small\">{last12MonthCountText}</div>");
// Last 90 Days KPI
var oneHundredEightyDaysAgo = RockDateTime.Now.AddDays(-180);
var ninetyDaysAgo = RockDateTime.Now.AddDays(-90);
var transactionPriorNinetyDayTotal = twelveMonthTransactions.Where(t => t.TransactionDateTime >= oneHundredEightyDaysAgo && t.TransactionDateTime < ninetyDaysAgo).Sum(t => t.TotalAmount);
var baseGrowthContribution = transactionPriorNinetyDayTotal;
var last90DaysContribution = twelveMonthTransactions.Where(t => t.TransactionDateTime >= ninetyDaysAgo).Sum(t => t.TotalAmount);
decimal growthPercent = 0;
if (baseGrowthContribution == 0)
{
growthPercent = 100;
}
else
{
growthPercent = (last90DaysContribution - baseGrowthContribution) / baseGrowthContribution * 100;
}
var isGrowthPositive = growthPercent >= 0;
var growthPercentText = Math.Abs(growthPercent).ToString("N1") + "%";
string growthPercentDisplay;
// Show growth Percent
// If more than 1000% show HIGH or LOW
if (growthPercent > 1000)
{
growthPercentDisplay = "HIGH";
}
else if (growthPercent < -1000)
{
growthPercentDisplay = "LOW";
}
else
{
growthPercentDisplay = growthPercentText;
}
var last90DayCount = twelveMonthTransactions.Count(t => t.TransactionDateTime >= ninetyDaysAgo);
var last90DayCountText = $"{last90DayCount} {"gift".PluralizeIf( last90DayCount != 1 )}";
var last90DaysSubValue =
$@"<span title=""{growthPercentText}"" class=""small text-{ ( isGrowthPositive ? "success" : "danger" )}"">
<i class=""fa {( isGrowthPositive ? "fa-arrow-up" : "fa-arrow-down" )}""></i>
{growthPercentDisplay}
</span>
<div class=""small"">{last90DayCountText}</div>";
var kpiLast90Days = GetKpiShortCode(
"Last 90 Days",
$"<span class=\"currency-span\">{FormatAsCurrency( last90DaysContribution )}</span>",
subValue: last90DaysSubValue);
// Gives as family / individual KPI
var givesAs = Person.GivingGroupId.HasValue ? "Family" : "Individual";
var givesAsIcon = Person.GivingGroupId.HasValue ? "fa-fw fa-users" : "fa-fw fa-user";
var kpiGivesAs = GetKpiShortCode("Gives As", givesAs, icon: givesAsIcon);
// Giving Journey
var journeyStage = ( GivingJourneyStage )Person.GetAttributeValue(Rock.SystemGuid.Attribute.PERSON_GIVING_CURRENT_GIVING_JOURNEY_STAGE.AsGuid()).AsInteger();
var journeyStageName = journeyStage.GetDescription() ?? journeyStage.ConvertToString();
var kpiGivingJourney = GetKpiShortCode("Giving Journey", journeyStageName, icon: "fa fa-fw fa-hiking");
// Combined KPIs
var kpi = kpiLast12Months + kpiLast90Days + kpiGivesAs + kpiGivingJourney;
var mergeFields = Rock.Lava.LavaHelper.GetCommonMergeFields(null);
lLastGiving.Text = string.Format(@"{{[kpis style:'edgeless' iconbackground:'false' columnmin:'200px' columncount:'4' columncountmd:'4' columncountsm:'2']}}{0}{{[endkpis]}}", kpi).ResolveMergeFields(mergeFields);
}
