]po[ CSV Import

This package allows users to import projects, tasks, users, customers and providers, inventory/configuration items, invoices, quotes and other financial documents, risks, timesheet hours, tickets and [expenses] conveniently from CSV using semi-automatic recognition of columns headers and data. Also, the package provides example CSV files for each object type.

image:package-csv-import-select-box

After selecting the object type and a file, the following screen will try to map column headers and data from the CSV to the object fields.

image:package-csv-import-mapping

 

 

Package Documentation 

Procedure Files

tcl/intranet-csv-import-parser-procs.tcl        
tcl/intranet-csv-import-procs.tcl        

Procedures

csv_norm       Performs normalization including trim, tolower, replace non-ascii with "_". 
im_csv_import_check_list_of_lists       Check that the parameter is a list of lists with all lines having the same length. 
im_csv_import_guess_im_budget_item        
im_csv_import_guess_im_company        
im_csv_import_guess_im_conf_item        
im_csv_import_guess_im_expense        
im_csv_import_guess_im_expense_bundle        
im_csv_import_guess_im_hour        
im_csv_import_guess_im_invoice        
im_csv_import_guess_im_project        
im_csv_import_guess_im_risk        
im_csv_import_guess_im_ticket        
im_csv_import_guess_im_timesheet_task        
im_csv_import_guess_map       Returns the best guess for a DynField for the field. 
im_csv_import_guess_parser       Returns the best guess for a parser for the given field as a list with: <ul> <li>The parser name, <li>the parser args and <li>the field name to map to </ul> 
im_csv_import_guess_person        
im_csv_import_guess_rels        
im_csv_import_label_from_object_type       Returns the main navbar lable for the object_type 
im_csv_import_object_fields       Returns a list of database columns for the specified object type. 
im_csv_import_parser_boolean       Boolean - argument is mapped to SQL boolean: 't' or 'f' 
im_csv_import_parser_budget_item_parent_nrs       Returns a budget_item_id from a list of parent budget item numbers 
im_csv_import_parser_category       Parses a category into a category_id 
im_csv_import_parser_company_name       Returns a company_id from im_companies 
im_csv_import_parser_conf_item_parent_nrs       Returns a conf_item_id from a list of conf_item Nrs. 
im_csv_import_parser_cost_center       Parses a cost center into a cost_center_id 
im_csv_import_parser_date       Generic date parser - front-end for all available date formats 
im_csv_import_parser_date_american       Parses a American date format like '12/31/2011' as the 31st of December, 2011 
im_csv_import_parser_date_european       Parses a European date format like '08.06.2011' as the 8th of June, 2011 
im_csv_import_parser_date_european_slashes       Parses a European date format like '08/06/2011' as the 8th of June, 2011 
im_csv_import_parser_date_iso       Parses ISO date format like '2011-06-08' as the 8th of June, 2011 
im_csv_import_parser_hard_coded       Empty parser - returns the argument 
im_csv_import_parser_material       Parses a material name or nr into a material_id 
im_csv_import_parser_no_change       Dummy parser without transformation 
im_csv_import_parser_number       Parses a generic number. 
im_csv_import_parser_number_american       Validates a US number format 
im_csv_import_parser_number_european       Parses a European number format like '20.000,00' as twenty thousand 
im_csv_import_parser_office_name       Returns a office_id from im_companies 
im_csv_import_parser_percentage       Parses a percentage number. 
im_csv_import_parser_project_name       Returns a project_id from project_name 
im_csv_import_parser_project_nr       Returns a project_id from project_nr 
im_csv_import_parser_project_parent_nrs       Returns a project_id from a list of project_nr's 
im_csv_import_parser_user_name       Returns a user_id from parties 
im_csv_import_parsers       Returns the list of available parsers 

SQL Files

sql/postgresql/upgrade/upgrade-5.0.2.0.0-5.0.2.0.1.sql        
sql/postgresql/upgrade/upgrade-5.0.2.4.0-5.0.2.4.1.sql        

Content Pages

www/
     examples/
           im_budget_item.csv
           im_company.csv
           im_conf_item.csv
           im_expense.csv
           im_expense_bundle.csv
           im_hour.csv
           im_invoice.csv
           im_project.csv
           im_relation.csv
           im_risk.csv
           person.csv
      import-2.adp
      import-2.tcl Starts the analysis process for the file imported
      import-im_budget_item.tcl Starts the analysis process for the file imported
      import-im_company.tcl Starts the analysis process for the file imported
      import-im_conf_item.tcl Starts the analysis process for the file imported
      import-im_expense.tcl Starts the analysis process for the file imported
      import-im_expense_bundle.tcl Starts the analysis process for the file imported
      import-im_hour.tcl
      import-im_invoice.tcl Starts the analysis process for the file imported
      import-im_membership.tcl Starts the analysis process for the file imported
      import-im_project.tcl Starts the analysis process for the file imported
      import-im_risk.tcl Starts the analysis process for the file imported
      import-im_ticket.tcl Starts the analysis process for the file imported
      import-person.tcl Starts the analysis process for the file imported
      import-rels.tcl Starts the analysis process for the file imported
      index.adp
      index.tcl Serve the user a form to upload a new file or URL
     reports/
           export-projects.tcl Report listing all main projects in the system with all available fields + DynFields from projects and customers

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