GivingTypesData Python Script

To install this script, copy all of the code below. Create a new Python document in Special Content using the name GivingTypes. Then paste the code into editor and save.

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#Roles=Finance

from System import DateTime

# Initialize global data
MaxDate = DateTime.Today
NameOfChurch = model.Setting("NameOfChurch")
GivingTypesData = model.DynamicData() 
GivingTypesData.Created = DateTime.Now
ValidationReportList = []
Priority = 0

Base = model.DynamicData()
Base.MinDate = MaxDate.AddDays(-365).ToString("d")
Base.MaxDate = MaxDate
if NameOfChurch == "Mount Pisgah UMC":
    pass # negative amounts are OK
else:
    Base.FromAmount = 0 # no negative amounts

def CreateDateRangeTags():
    SearchParameters = model.DynamicData()
    SearchParameters.NonTaxDed = -1 # both tax and non tax
    SearchParameters.MaxDate = MaxDate.ToString("d")

    SearchParameters.MinDate = DateTime(MaxDate.Year, 1, 1).ToString("d")
    model.CreateContributionTag('GtrYtd', SearchParameters)

    SearchParameters.MinDate = MaxDate.AddDays(-30).ToString("d")
    model.CreateContributionTag('Gtr30', SearchParameters)

    SearchParameters.MinDate = MaxDate.AddDays(-365).ToString("d")
    model.CreateContributionTag('Gtr365', SearchParameters)

def NextPriority():
    global Priority 
    Priority += 1
    return Priority

def CreateTag(fundSet, typeCategory, searchParameters):
    TagName = 'Gt{}-{}'.format(fundSet, typeCategory)
    NamePriority = '{}-{}'.format(TagName, Priority)
    dd = model.DynamicData()
    dd.parms = searchParameters
    dd.link = '/ContributionsJsonSearch/{}/{}'.format('GivingTypesData', NamePriority)
    GivingTypesData.AddValue(NamePriority, dd)
    ValidationReportList.append('<h4><a href="{}" target="validate">{}</a></h4>'.format(dd.link, NamePriority))
    ValidationReportList.append('<pre>{}</pre>'.format(model.CreateContributionTag(TagName, searchParameters)))

def CreateTags(fundSet):
    RowType = 'Mobile' 
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.Source = 1
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'MissionTrip'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.ContributionDesc = '%MissionTrip: org%'
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'MissionTrip'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.AddToTag = 1
    SearchParameters.BundleTypes = 'Mission Trip Transaction'    
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'Online'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.Source = 1
    SearchParameters.TransactionDesc = 'Online Giving'
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'Online'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.AddToTag = 1
    SearchParameters.Priority = NextPriority()
    SearchParameters.Source = 0
    SearchParameters.BundleTypes = 'Online'
    SearchParameters.TransactionDesc = '<>Recurring Giving'
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'Online'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.AddToTag = 1
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = 'Manual Credit Cards,Payroll Deductions'
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'Recurring'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.TransactionDesc = 'Recurring Giving'
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'SundayMainWorship'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = 'Generic Envelopes,Loose Checks and Cash,Preprinted Envelopes'
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'SundayMainWorship'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.AddToTag = 1
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = 'Sunday Main Worship'
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'MailedChecksAndCash'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = "Mailed Checks & Cash"
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'BankDrafts'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = 'Bank Draft,Bank Drafts'
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'SecureGive'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = "SecureGive"
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'Stock'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = "Stock"
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'Students'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = "Students"
    CreateTag(fundSet, RowType, SearchParameters)

    # church specific
    RowType = 'Hispanic'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.BundleTypes = "Hispanic"
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'NonTaxDeductible'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.NonTaxDed = 1
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'Unknown'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = NextPriority()
    SearchParameters.NonTaxDed = -1
    SearchParameters.ContributionTags = "<>Gt{}-%".format(fundSet)
    CreateTag(fundSet, RowType, SearchParameters)

    RowType = 'Total'
    SearchParameters = model.DynamicData(Base)
    SearchParameters.Priority = Priority / 100 * 100 + 99 # 199, 299, 399, etc.
    SearchParameters.NonTaxDed = -1 # either tax or non-tax
    CreateTag(fundSet, RowType, SearchParameters)

def CreateFundSetColumns():
    global Priority
    nc = NameOfChurch
    if NameOfChurch == 'Mount Pisgah UMC':
        Priority = 100
        allFunds = model.CustomStatementsFundIdList('Mount Pisgah Church') # all funds for church
        Base.FundIds = allFunds
        CreateTags('AllFunds')

        Priority=200
        Base.FundIds = '180' # Main Giving Fund
        CreateTags('MainFund')

        # Fund Others, all funds except the main giving fund
        Priority=300
        Base.FundIds = allFunds.replace('180,', '') #remove fund 180
        CreateTags('Other')
    else:
        Priority = 100 # fundSet1
        # All funds included in first fundSet
        CreateTags('AllFunds')

        # Fund 1 (General Tithe), this highlights the main giving fund in a fundSet
        Priority=200 # fundSet2
        Base.FundIds = '1'
        CreateTags('MainFund')

        # Fund Others, all funds except the main giving fund in a fundSet
        Priority=300 # fundSet3
        Base.FundIds = '<>1'
        CreateTags('Other')

model.DeleteContributionTags('Gt%')

CreateDateRangeTags()
CreateFundSetColumns()

json = model.FormatJson(GivingTypesData)
model.WriteContentText('GivingTypesData', json) 

html = '\n'.join(ValidationReportList)
print html


# the following is only used in development 
#runfrom=C:/dev/bvcmsdocs/source/CustomProgramming/Python/Scripts/Giving/Types/Files/Content/GivingTypesData.py

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