]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.

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.

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

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