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mirror of https://github.com/frappe/books.git synced 2024-12-22 10:58:59 +00:00

feat: start rewriting data import as the import wizard

This commit is contained in:
18alantom 2023-02-02 13:42:09 +05:30
parent 5fd192174d
commit b24577f9fc
8 changed files with 904 additions and 3 deletions

View File

@ -3,7 +3,6 @@ import { Doc } from 'fyo/model/doc';
import { isPesa } from 'fyo/utils';
import { ValueError } from 'fyo/utils/errors';
import { DateTime } from 'luxon';
import { Money } from 'pesa';
import { Field, FieldTypeEnum, RawValue, TargetField } from 'schemas/types';
import { getIsNullOrUndef, safeParseFloat, safeParseInt } from 'utils';
import { DatabaseHandler } from './dbHandler';

View File

@ -1,8 +1,9 @@
import { Fyo } from 'fyo';
import { DocValue } from 'fyo/core/types';
import { Doc } from 'fyo/model/doc';
import { Action } from 'fyo/model/types';
import { Money } from 'pesa';
import { Field, OptionField, SelectOption } from 'schemas/types';
import { Field, FieldType, OptionField, SelectOption } from 'schemas/types';
import { getIsNullOrUndef, safeParseInt } from 'utils';
export function slug(str: string) {
@ -109,3 +110,34 @@ function getRawOptionList(field: Field, doc: Doc | undefined | null) {
return getList(doc!);
}
export function getEmptyValuesByFieldTypes(
fieldtype: FieldType,
fyo: Fyo
): DocValue {
switch (fieldtype) {
case 'Date':
case 'Datetime':
return new Date();
case 'Float':
case 'Int':
return 0;
case 'Currency':
return fyo.pesa(0);
case 'Check':
return false;
case 'DynamicLink':
case 'Link':
case 'Select':
case 'AutoComplete':
case 'Text':
case 'Data':
case 'Color':
return null;
case 'Table':
case 'Attachment':
case 'AttachImage':
default:
return null;
}
}

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@ -6,7 +6,7 @@
<div :class="showMandatory ? 'show-mandatory' : ''">
<textarea
ref="input"
rows="3"
:rows="rows"
:class="['resize-none', inputClasses, containerClasses]"
:value="value"
:placeholder="inputPlaceholder"
@ -27,5 +27,6 @@ export default {
name: 'Text',
extends: Base,
emits: ['focus', 'input'],
props: { rows: { type: Number, default: 3 } },
};
</script>

215
src/importer.ts Normal file
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@ -0,0 +1,215 @@
import { Fyo } from 'fyo';
import { DocValue } from 'fyo/core/types';
import { getEmptyValuesByFieldTypes } from 'fyo/utils';
import { ValidationError } from 'fyo/utils/errors';
import {
Field,
FieldType,
FieldTypeEnum,
RawValue,
Schema,
TargetField,
} from 'schemas/types';
import { generateCSV, parseCSV } from 'utils/csvParser';
type TemplateField = Field & {
schemaName: string;
schemaLabel: string;
fieldKey: string;
parentSchemaChildField?: TargetField;
};
type ValueMatrix = {
value: DocValue;
rawValue?: RawValue;
error?: boolean;
}[][];
const skippedFieldsTypes: FieldType[] = [
FieldTypeEnum.AttachImage,
FieldTypeEnum.Attachment,
FieldTypeEnum.Table,
];
/**
* Tool that
* - Can make bulk entries for any kind of Doc
* - Takes in unstructured CSV data, converts it into Docs
* - Saves and or Submits the converted Docs
*/
export class Importer {
schemaName: string;
fyo: Fyo;
/**
* List of template fields that have been assigned a column, in
* the order they have been assigned.
*/
assignedTemplateFields: string[];
/**
* Map of all the template fields that can be imported.
*/
templateFieldsMap: Map<string, TemplateField>;
/**
* Map of Fields that have been picked, i.e.
* - Fields which will be included in the template
* - Fields for which values will be provided
*/
templateFieldsPicked: Map<string, boolean>;
/**
* Map of Fields that have been assigned columns
*/
templateFieldsAssigned: Map<string, number>;
/**
* Whether the schema type being imported has table fields
*/
hasChildTables: boolean;
/**
* Matrix containing the raw values which will be converted to
* doc values before importing.
*/
valueMatrix: ValueMatrix;
constructor(schemaName: string, fyo: Fyo) {
if (!fyo.schemaMap[schemaName]) {
throw new ValidationError(
`Invalid schemaName ${schemaName} found in importer`
);
}
this.hasChildTables = false;
this.schemaName = schemaName;
this.fyo = fyo;
this.valueMatrix = [];
const templateFields = getTemplateFields(schemaName, fyo, this);
this.assignedTemplateFields = templateFields.map((f) => f.fieldKey);
this.templateFieldsMap = new Map();
this.templateFieldsPicked = new Map();
this.templateFieldsAssigned = new Map();
templateFields.forEach((f, i) => {
this.templateFieldsMap.set(f.fieldKey, f);
this.templateFieldsPicked.set(f.fieldKey, true);
this.templateFieldsAssigned.set(f.fieldKey, i);
});
}
selectFile(data: string): boolean {
try {
const parsed = parseCSV(data);
} catch {
return false;
}
return true;
}
// createValueMatrixFromParsedCSV() {}
addRow() {
const valueRow: ValueMatrix[number] = this.assignedTemplateFields.map(
(key) => {
const { fieldtype } = this.templateFieldsMap.get(key) ?? {};
let value = null;
if (fieldtype) {
value = getEmptyValuesByFieldTypes(fieldtype, this.fyo);
}
return { value };
}
);
this.valueMatrix.push(valueRow);
}
removeRow(index: number) {
this.valueMatrix = this.valueMatrix.filter((_, i) => i !== index);
}
getCSVTemplate(): string {
const schemaLabels: string[] = [];
const fieldLabels: string[] = [];
const fieldKey: string[] = [];
for (const [name, picked] of this.templateFieldsPicked.entries()) {
if (!picked) {
continue;
}
const field = this.templateFieldsMap.get(name);
if (!field) {
continue;
}
schemaLabels.push(field.schemaLabel);
fieldLabels.push(field.label);
fieldKey.push(field.fieldKey);
}
return generateCSV([schemaLabels, fieldLabels, fieldKey]);
}
}
function getTemplateFields(
schemaName: string,
fyo: Fyo,
importer: Importer
): TemplateField[] {
const schemas: { schema: Schema; parentSchemaChildField?: TargetField }[] = [
{ schema: fyo.schemaMap[schemaName]! },
];
const fields: TemplateField[] = [];
while (schemas.length) {
const { schema, parentSchemaChildField } = schemas.pop() ?? {};
if (!schema) {
continue;
}
for (const field of schema.fields) {
if (field.computed || field.meta || field.hidden) {
continue;
}
if (field.fieldtype === FieldTypeEnum.Table) {
importer.hasChildTables = true;
schemas.push({
schema: fyo.schemaMap[field.target]!,
parentSchemaChildField: field,
});
}
if (skippedFieldsTypes.includes(field.fieldtype)) {
continue;
}
if (field.readOnly && field.required) {
field.readOnly = false;
}
if (field.readOnly) {
continue;
}
const schemaName = schema.name;
const schemaLabel = schema.label;
const fieldKey = `${schema.name}.${field.fieldname}`;
fields.push({
...field,
schemaName,
schemaLabel,
fieldKey,
parentSchemaChildField,
});
}
}
return fields;
}

629
src/pages/ImportWizard.vue Normal file
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@ -0,0 +1,629 @@
<template>
<div class="flex flex-col overflow-hidden w-full">
<!-- Header -->
<PageHeader :title="t`Import Wizard`">
<DropdownWithActions :actions="actions" v-if="hasImporter && !complete" />
<Button
v-if="hasImporter && !complete"
class="text-sm"
@click="saveTemplate"
>{{ t`Save Template` }}</Button
>
<Button
v-if="importType && !complete"
type="primary"
class="text-sm"
@click="handlePrimaryClick"
>{{ primaryLabel }}</Button
>
</PageHeader>
<!-- Main Body of the Wizard -->
<div class="flex text-base w-full flex-col" v-if="!complete">
<!-- Select Import Type -->
<div
class="
flex flex-row
justify-start
items-center
w-full
gap-2
border-b
p-4
"
>
<FormControl
:df="importableDf"
input-class="bg-transparent text-gray-900 text-base"
class="w-40 bg-gray-100 rounded"
:value="importType"
size="small"
@change="setImportType"
/>
<p
class="text-base ms-2"
:class="fileName ? 'text-gray-900 font-semibold' : 'text-gray-700'"
>
<span v-if="fileName" class="font-normal"
>{{ t`Selected file` }}
</span>
{{ helperText }}{{ fileName ? ',' : '' }}
<span v-if="fileName" class="font-normal">
{{ t`verify the imported data and click on` }} </span
>{{ ' ' }}<span v-if="fileName">{{ t`Import Data` }}</span>
</p>
</div>
<!-- Bulk Entries Grid -->
<div v-if="hasImporter">
<div class="flex justify-start">
<!-- Index Column -->
<div
class="
w-12
p-4
border-e
flex-shrink-0
text-gray-600
grid grid-cols-1
items-center
justify-items-center
gap-4
"
>
<div class="h-6">#</div>
<div
v-for="(_, i) of importer.valueMatrix"
:key="i"
class="flex items-center group h-6"
>
<span class="hidden group-hover:inline-block">
<feather-icon
name="x"
class="w-4 h-4 -ms-1 cursor-pointer"
:button="true"
@click="importer.removeRow(i)"
/>
</span>
<span class="group-hover:hidden">
{{ i + 1 }}
</span>
</div>
</div>
<!-- Grid -->
<div
class="overflow-x-scroll gap-4 p-4 grid"
:style="`grid-template-columns: repeat(${pickedArray.length}, 10rem)`"
>
<!-- Grid Title Row Cells, Allow Column Selection -->
<AutoComplete
class="flex-shrink-0"
v-for="(_, index) in pickedArray"
size="small"
:border="true"
:key="index"
:df="gridColumnTitleDf"
:value="importer.assignedTemplateFields[index]"
@change="(v:string) => importer.assignedTemplateFields[index] = v"
/>
<!-- Grid Value Row Cells, Allow Editing Values -->
<template v-for="(row, ridx) of importer.valueMatrix">
<template
v-for="(val, cidx) of row"
:key="`cell-${ridx}-${cidx}`"
>
<div v-if="!importer.assignedTemplateFields[cidx]">
{{ val.value }}
</div>
<FormControl
v-else
:df="
importer.templateFieldsMap.get(
importer.assignedTemplateFields[cidx]
)
"
size="small"
:rows="1"
:border="true"
:value="val.value"
@change="(value: DocValue)=> {
importer.valueMatrix[ridx][cidx]!.value = value
}"
/>
</template>
</template>
</div>
</div>
<hr />
<!-- Add Row Button -->
<button
class="
text-gray-600
hover:bg-gray-50
flex flex-row
w-full
px-4
h-row-mid
border-b
items-center
outline-none
"
@click="
() => {
importer.addRow();
canReset = true;
}
"
>
<FeatherIcon name="plus" class="w-4 h-4" />
<p class="ps-4">
{{ t`Add Row` }}
</p>
</button>
</div>
</div>
<!-- Post Complete Success -->
<div v-if="complete" class="flex justify-center h-full items-center">
<div
class="
flex flex-col
justify-center
items-center
gap-8
rounded-lg
shadow-md
p-6
"
style="width: 450px"
>
<h2 class="text-xl font-semibold mt-4">{{ t`Import Success` }} 🎉</h2>
<p class="text-lg text-center">
{{ t`Successfully created the following ${names.length} entries:` }}
</p>
<div class="max-h-96 overflow-y-auto">
<div
v-for="(n, i) in names"
:key="'name-' + i"
class="grid grid-cols-2 gap-2 border-b pb-2 mb-2 pe-4 text-lg w-60"
style="grid-template-columns: 2rem auto"
>
<p class="text-end">{{ i + 1 }}.</p>
<p>
{{ n }}
</p>
</div>
</div>
<div class="flex w-full justify-between">
<Button type="secondary" class="text-sm w-32" @click="clear">{{
t`Import More`
}}</Button>
<Button type="primary" class="text-sm w-32" @click="showMe">{{
t`Show Me`
}}</Button>
</div>
</div>
</div>
<div
v-if="!importType"
class="flex justify-center h-full w-full items-center mb-16"
>
<HowTo
link="https://youtu.be/ukHAgcnVxTQ"
class="text-gray-900 rounded-lg text-base border px-3 py-2"
>
{{ t`How to Use the Import Wizard` }}
</HowTo>
</div>
<Loading
v-if="isMakingEntries"
:open="isMakingEntries"
:percent="percentLoading"
:message="messageLoading"
/>
</div>
</template>
<script lang="ts">
import { log } from 'console';
import { DocValue } from 'fyo/core/types';
import { Action as BaseAction } from 'fyo/model/types';
import { ValidationError } from 'fyo/utils/errors';
import { ModelNameEnum } from 'models/types';
import { FieldTypeEnum, OptionField, SelectOption } from 'schemas/types';
import Button from 'src/components/Button.vue';
import AutoComplete from 'src/components/Controls/AutoComplete.vue';
import FormControl from 'src/components/Controls/FormControl.vue';
import DropdownWithActions from 'src/components/DropdownWithActions.vue';
import HowTo from 'src/components/HowTo.vue';
import PageHeader from 'src/components/PageHeader.vue';
import { Importer } from 'src/importer';
import { fyo } from 'src/initFyo';
import { getSavePath, saveData, selectFile } from 'src/utils/ipcCalls';
import { docsPathMap } from 'src/utils/misc';
import { docsPathRef } from 'src/utils/refs';
import { showMessageDialog } from 'src/utils/ui';
import { defineComponent } from 'vue';
import Loading from '../components/Loading.vue';
type Action = Pick<BaseAction, 'condition' | 'component'> & {
action: Function;
};
type DataImportData = {
canReset: boolean;
complete: boolean;
names: string[];
file: null | { name: string; filePath: string; text: string };
nullOrImporter: null | Importer;
importType: string;
isMakingEntries: boolean;
percentLoading: number;
messageLoading: string;
};
export default defineComponent({
components: {
PageHeader,
FormControl,
Button,
DropdownWithActions,
HowTo,
Loading,
AutoComplete,
},
data() {
return {
canReset: false,
complete: false,
names: ['Bat', 'Baseball', 'Other Shit'],
file: null,
nullOrImporter: null,
importType: '',
isMakingEntries: false,
percentLoading: 0,
messageLoading: '',
} as DataImportData;
},
mounted() {
if (fyo.store.isDevelopment) {
// @ts-ignore
window.bew = this;
}
},
computed: {
hasImporter(): boolean {
return !!this.nullOrImporter;
},
importer(): Importer {
if (!this.nullOrImporter) {
throw new ValidationError(this.t`Importer not set, reload tool`, false);
}
return this.nullOrImporter as Importer;
},
importableSchemaNames(): ModelNameEnum[] {
const importables = [
ModelNameEnum.SalesInvoice,
ModelNameEnum.PurchaseInvoice,
ModelNameEnum.Payment,
ModelNameEnum.Party,
ModelNameEnum.Item,
ModelNameEnum.JournalEntry,
];
const hasInventory = fyo.doc.singles.AccountingSettings?.enableInventory;
if (hasInventory) {
importables.push(
ModelNameEnum.StockMovement,
ModelNameEnum.Shipment,
ModelNameEnum.PurchaseReceipt,
ModelNameEnum.Location
);
}
return importables;
},
/*
labelIndex(): number {
return this.importer.labelIndex ?? 0;
},
requiredUnassigned(): string[] {
return this.importer.assignableLabels.filter(
(k) => this.importer.requiredMap[k] && !this.importer.assignedMap[k]
);
},
isRequiredUnassigned(): boolean {
return this.requiredUnassigned.length > 0;
},
assignedMatrix(): string[][] {
return this.nullOrImporter?.assignedMatrix ?? [];
},
*/
actions(): Action[] {
const actions: Action[] = [];
if (this.file) {
actions.push({
component: {
template: '<span>{{ t`Change File` }}</span>',
},
condition: () => true,
action: this.selectFile,
});
}
const cancelAction = {
component: {
template: '<span class="text-red-700" >{{ t`Cancel` }}</span>',
},
condition: () => true,
action: this.clear,
};
actions.push(cancelAction);
return actions;
},
fileName(): string {
if (!this.file) {
return '';
}
return this.file.name;
},
helperText(): string {
if (!this.importType) {
return this.t`Set an Import Type`;
} else if (!this.fileName) {
return this.t`Select a file for import`;
}
return this.fileName;
},
primaryLabel(): string {
return this.file ? this.t`Import Data` : this.t`Select File`;
},
isSubmittable(): boolean {
const schemaName = this.importer.schemaName;
return fyo.schemaMap[schemaName]?.isSubmittable ?? false;
},
importableDf(): OptionField {
return {
fieldname: 'importType',
label: this.t`Import Type`,
fieldtype: FieldTypeEnum.AutoComplete,
options: Object.keys(this.labelSchemaNameMap).map((k) => ({
value: k,
label: k,
})),
};
},
labelSchemaNameMap(): Record<string, string> {
return this.importableSchemaNames
.map((i) => ({
name: i,
label: fyo.schemaMap[i]?.label ?? i,
}))
.reduce((acc, { name, label }) => {
acc[label] = name;
return acc;
}, {} as Record<string, string>);
},
gridColumnTitleDf(): OptionField {
const options: SelectOption[] = [];
for (const field of this.importer.templateFieldsMap.values()) {
const value = field.fieldKey;
let label = field.label;
if (field.parentSchemaChildField) {
label = `${label} (${field.parentSchemaChildField.label})`;
}
options.push({ value, label });
}
return {
fieldname: 'col',
fieldtype: 'AutoComplete',
options,
} as OptionField;
},
pickedArray(): string[] {
return [...this.importer.templateFieldsPicked.entries()]
.filter(([key, picked]) => picked)
.map(([key, _]) => key);
},
},
activated(): void {
docsPathRef.value = docsPathMap.DataImport ?? '';
},
deactivated(): void {
docsPathRef.value = '';
if (!this.complete) {
return;
}
this.clear();
},
methods: {
log: console.log,
showMe(): void {
const schemaName = this.importer.schemaName;
this.clear();
this.$router.push(`/list/${schemaName}`);
},
clear(): void {
this.file = null;
this.names = [];
this.nullOrImporter = null;
this.importType = '';
this.complete = false;
this.canReset = false;
this.isMakingEntries = false;
this.percentLoading = 0;
this.messageLoading = '';
},
async handlePrimaryClick(): Promise<void> {
if (!this.file) {
return await this.selectFile();
}
await this.importData();
},
/*
setLabelIndex(e: Event): void {
const target = e.target as HTMLInputElement;
const labelIndex = Number(target?.value ?? '1') - 1;
this.nullOrImporter?.initialize(labelIndex);
},
*/
async saveTemplate(): Promise<void> {
const template = this.importer.getCSVTemplate();
const templateName = this.importType + ' ' + this.t`Template`;
const { canceled, filePath } = await getSavePath(templateName, 'csv');
if (canceled || !filePath) {
return;
}
await saveData(template, filePath);
},
/*
getAssignerField(targetLabel: string): OptionField {
const assigned = this.importer.assignedMap[targetLabel];
return {
fieldname: 'assignerField',
label: targetLabel,
placeholder: `Select Label`,
fieldtype: FieldTypeEnum.Select,
options: [
'',
...(assigned ? [assigned] : []),
...this.importer.unassignedLabels,
].map((i) => ({ value: i, label: i })),
default: assigned ?? '',
};
},
onAssignedChange(target: string, value: string): void {
this.importer.assignedMap[target] = value;
},
onValueChange(event: Event, i: number, j: number): void {
this.importer.updateValue((event.target as HTMLInputElement).value, i, j);
},
*/
async importData(): Promise<void> {
/*
if (this.isMakingEntries || this.complete) {
return;
}
if (this.isRequiredUnassigned) {
return await showMessageDialog({
message: this.t`Required Fields not Assigned`,
detail: this
.t`Please assign the following fields ${this.requiredUnassigned.join(
', '
)}`,
});
}
if (this.importer.assignedMatrix.length === 0) {
return await showMessageDialog({
message: this.t`No Data to Import`,
detail: this.t`Please select a file with data to import.`,
});
}
const { success, names, message } = await this.importer.importData(
this.setLoadingStatus
);
if (!success) {
return await showMessageDialog({
message: this.t`Import Failed`,
detail: message,
});
}
this.names = names;
this.complete = true;
*/
},
setImportType(importType: string): void {
this.clear();
if (!importType) {
return;
}
this.importType = importType;
this.nullOrImporter = new Importer(
this.labelSchemaNameMap[this.importType],
fyo
);
},
setLoadingStatus(
isMakingEntries: boolean,
entriesMade: number,
totalEntries: number
): void {
this.isMakingEntries = isMakingEntries;
this.percentLoading = entriesMade / totalEntries;
this.messageLoading = isMakingEntries
? `${entriesMade} entries made out of ${totalEntries}...`
: '';
},
async selectFile(): Promise<void> {
const options = {
title: this.t`Select File`,
filters: [{ name: 'CSV', extensions: ['csv'] }],
};
const { success, canceled, filePath, data, name } = await selectFile(
options
);
if (!success && !canceled) {
await showMessageDialog({
message: this.t`File selection failed.`,
});
return;
}
if (!success || canceled) {
return;
}
const text = new TextDecoder().decode(data);
const isValid = this.importer.selectFile(text);
if (!isValid) {
await showMessageDialog({
message: this.t`Bad import data`,
detail: this.t`Could not read file`,
});
return;
}
this.file = {
name,
filePath,
text,
};
},
},
});
/**
* TODO: Add Pick Modal
* TODO: Build Grid Body
* TODO: View raw values
* TODO: If field not assigned to column show raw value
* TODO: If field assigned to column show respective FormControl
* TODO: If error in parsing the value, mark as error and call
* - for editing value
* TODO: View parsed values (after columns have been assigned)
*/
</script>

View File

@ -2,6 +2,7 @@ import { ModelNameEnum } from 'models/types';
import ChartOfAccounts from 'src/pages/ChartOfAccounts.vue';
import Dashboard from 'src/pages/Dashboard/Dashboard.vue';
import DataImport from 'src/pages/DataImport.vue';
import ImportWizard from 'src/pages/ImportWizard.vue';
import GeneralForm from 'src/pages/GeneralForm.vue';
import GetStarted from 'src/pages/GetStarted.vue';
import InvoiceForm from 'src/pages/InvoiceForm.vue';
@ -142,6 +143,11 @@ const routes: RouteRecordRaw[] = [
name: 'Data Import',
component: DataImport,
},
{
path: '/import-wizard',
name: 'Import Wizard',
component: ImportWizard,
},
{
path: '/settings',
name: 'Settings',

View File

@ -272,6 +272,11 @@ async function getCompleteSidebar(): Promise<SidebarConfig> {
name: 'data-import',
route: '/data-import',
},
{
label: t`Import Wizard`,
name: 'import-wizard',
route: '/import-wizard',
},
{
label: t`Settings`,
name: 'settings',

View File

@ -0,0 +1,14 @@
import { ModelNameEnum } from 'models/types';
import { Importer } from 'src/importer';
import test from 'tape';
import { closeTestFyo, getTestFyo, setupTestFyo } from './helpers';
const fyo = getTestFyo();
setupTestFyo(fyo, __filename);
test('importer', async (t) => {
const importer = new Importer(ModelNameEnum.SalesInvoice, fyo);
t.ok(importer.getCSVTemplate());
});
closeTestFyo(fyo, __filename);