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John Cardinal
2018-06-29 19:47:36 +00:00
commit be7f501333
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source/Plugins/AyaNova.PlugIn.ImportExportCSV/ImportClient.cs Normal file
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using System;
using System.Drawing;
using System.Collections;
using System.ComponentModel;
using System.Windows.Forms;
using System.Data;
using GZTW.AyaNova.BLL;
using System.Threading;
using CSLA.Security;
using FileHelpers;
using System.Collections.Generic;
using System.IO;
namespace AyaNova.PlugIn.ImportExportCSV
{
/// <summary>
/// Summary description for Form1.
/// </summary>
public class ImportClient : System.Windows.Forms.Form
{
private System.Windows.Forms.DataGridView DataGridView1;
private System.Windows.Forms.MainMenu mainMenu1;
private System.Windows.Forms.MenuItem mnuOpen;
private System.Windows.Forms.MenuItem mnuImport;
private System.Windows.Forms.OpenFileDialog dlgOpen;
private System.Windows.Forms.MenuItem mnuExport;
private MenuItem mnuImportOptions;
private IContainer components;
public ImportClient()
{
//
// Required for Windows Form Designer support
//
InitializeComponent();
this.Icon = Resource.ImportExportCSV16icon;
}
/// <summary>
/// Clean up any resources being used.
/// </summary>
protected override void Dispose( bool disposing )
{
if( disposing )
{
if (components != null)
{
components.Dispose();
}
}
base.Dispose( disposing );
}
#region Windows Form Designer generated code
/// <summary>
/// Required method for Designer support - do not modify
/// the contents of this method with the code editor.
/// </summary>
private void InitializeComponent()
{
this.components = new System.ComponentModel.Container();
this.DataGridView1 = new System.Windows.Forms.DataGridView();
this.mainMenu1 = new System.Windows.Forms.MainMenu(this.components);
this.mnuOpen = new System.Windows.Forms.MenuItem();
this.mnuImport = new System.Windows.Forms.MenuItem();
this.mnuExport = new System.Windows.Forms.MenuItem();
this.mnuImportOptions = new System.Windows.Forms.MenuItem();
this.dlgOpen = new System.Windows.Forms.OpenFileDialog();
((System.ComponentModel.ISupportInitialize)(this.DataGridView1)).BeginInit();
this.SuspendLayout();
//
// DataGridView1
//
this.DataGridView1.Dock = System.Windows.Forms.DockStyle.Fill;
this.DataGridView1.Location = new System.Drawing.Point(0, 0);
this.DataGridView1.Name = "DataGridView1";
this.DataGridView1.ReadOnly = true;
this.DataGridView1.Size = new System.Drawing.Size(632, 433);
this.DataGridView1.TabIndex = 1;
this.DataGridView1.DataBindingComplete += new System.Windows.Forms.DataGridViewBindingCompleteEventHandler(this.DataGridView1_DataBindingComplete);
this.DataGridView1.BindingContextChanged += new System.EventHandler(this.DataGridView1_BindingContextChanged);
//
// mainMenu1
//
this.mainMenu1.MenuItems.AddRange(new System.Windows.Forms.MenuItem[] {
this.mnuOpen,
this.mnuImport,
this.mnuExport,
this.mnuImportOptions});
//
// mnuOpen
//
this.mnuOpen.Index = 0;
this.mnuOpen.Text = "&Open CSV file";
this.mnuOpen.Click += new System.EventHandler(this.mnuOpen_Click);
//
// mnuImport
//
this.mnuImport.Enabled = false;
this.mnuImport.Index = 1;
this.mnuImport.Text = "&Import data";
this.mnuImport.Click += new System.EventHandler(this.mnuImport_Click);
//
// mnuExport
//
this.mnuExport.Index = 2;
this.mnuExport.Text = "&Export data";
this.mnuExport.Click += new System.EventHandler(this.mnuExport_Click);
//
// mnuImportOptions
//
this.mnuImportOptions.Index = 3;
this.mnuImportOptions.Text = "&Duplicate import options";
this.mnuImportOptions.Visible = false;
this.mnuImportOptions.Click += new System.EventHandler(this.mnuImportOptions_Click);
//
// dlgOpen
//
this.dlgOpen.DefaultExt = "csv";
this.dlgOpen.Filter = "CSV files|*.csv";
this.dlgOpen.Title = "Comma separated values client file";
//
// ImportClient
//
this.AutoScaleBaseSize = new System.Drawing.Size(6, 15);
this.ClientSize = new System.Drawing.Size(632, 433);
this.Controls.Add(this.DataGridView1);
this.Menu = this.mainMenu1;
this.Name = "ImportClient";
this.Text = "Client importer v2.0.0.0";
this.WindowState = System.Windows.Forms.FormWindowState.Maximized;
this.Load += new System.EventHandler(this.Form1_Load);
((System.ComponentModel.ISupportInitialize)(this.DataGridView1)).EndInit();
this.ResumeLayout(false);
}
#endregion
//-----------------------------------------------------------------------------
//
// _________ __
// \_ ___ \ __ __ _______/ |_ ____ _____
// / \ \/ | | \ / ___/\ __\ / _ \ / \
// \ \____| | / \___ \ | | ( <_> )| Y Y \
// \______ /|____/ /____ > |__| \____/ |__|_| /
// \/ \/ \/
// _________ .___
// \_ ___ \ ____ __| _/ ____
// / \ \/ / _ \ / __ | _/ __ \
// \ \____( <_> )/ /_/ | \ ___/
// \______ / \____/ \____ | \___ >
// \/ \/ \/
#region Form load and login
private void Form1_Load(object sender, System.EventArgs e)
{
{
System.Reflection.Assembly a = System.Reflection.Assembly.GetExecutingAssembly();
string sVersion = "AyaNova® client import / export " + AyaBizUtils.DisplayVersion(a.GetName().Version);
System.Diagnostics.FileVersionInfo fileVersion = System.Diagnostics.FileVersionInfo.GetVersionInfo(a.Location);
if (fileVersion.FileBuildPart > 0)
sVersion += " (Patch " + fileVersion.FileBuildPart.ToString() + ")";
this.Text = sVersion;
}
mnuImportOptions.Visible = Util.LicensedMode;
MessageBox.Show(
"Confirm that you have a backup copy of your AyaNova database before proceeding.\r\n\r\n" +
"There is no undo function for importing data other than restoring from a pre-import backup copy.\r\n\r\n" +
"** If you are not 100% certain that you have a *working* backup copy ready, stop now **",
"ACCIDENTS HAPPEN: DO NOT IMPORT WITHOUT A GOOD BACKUP!");
}
#endregion
#region Read import file
private DataTable dtClients;
//private FHClient[] records;
private void mnuOpen_Click(object sender, System.EventArgs e)
{
if (dlgOpen.ShowDialog() != DialogResult.OK) return;
this.mnuImport.Enabled = false;
Util.ReadCSV(DataGridView1, ref dtClients, RootObjectTypes.Client, dlgOpen.FileName);
this.mnuImport.Enabled = true;
}
#endregion
#region Import data
Dictionary<string, int> lsMap = null;
private void mnuImport_Click(object sender, System.EventArgs e)
{
//Save grid settings
Util.SaveGridMappings(DataGridView1, RootObjectTypes.Client);
if(dtClients.Rows.Count<1)
{
MessageBox.Show("There are no records to import");
return;
}
//Get the map
lsMap = Util.BuildGridImportMap(DataGridView1);
if (!lsMap.ContainsKey("Name"))
{
MessageBox.Show("\"Name\" is a required field to uniquely identify Clients. Select a column to be used as the unique Client name to proceed with import.");
return;
}
long lBadCount=0;
long lGoodCount=0;
long lUpdatedCount = 0;
//case 1737 cache
ClientGroups cgroups = ClientGroups.GetItems();
Dictionary<string, Guid> regions = new Dictionary<string, Guid>();
DispatchZones dzones = DispatchZones.GetItems(false);
RegionList rl = RegionList.GetList("");
foreach (RegionList.RegionListInfo i in rl)
regions.Add(i.LT_Region_Label_Name.Display, i.LT_Region_Label_Name.Value);
Waiting w = new Waiting();
w.Show();
w.Ops = "Importing clients";
foreach (DataRow dr in dtClients.Rows)
{
if (fld(dr,"Name",255)=="") continue;
Client c = null;
string sClientName = fld(dr, "Name", 255);
Guid gClientID = Client.IDFromName(sClientName);
if (gClientID!=Guid.Empty)
{
//case 1404 Open existing for update?
if (Util.LicensedMode && Util.IEData.ClientUpdate)
{
//update existing client
c = Client.GetItemNoMRU(gClientID);
}
else//not licensed or nothing chosen to update
{
lBadCount++;
continue;
}
}
else
{
c = Client.NewItem();
}
w.Step = sClientName;
if(c.IsNew)
c.Name = sClientName;
if (c.IsNew || Util.IEData.ClientPostalAddress)
{
c.MailToAddress.DeliveryAddress = fld(dr, "MailAddress", 255);// t(255, f.MailAddress);
c.MailToAddress.City = fld(dr, "MailCity", 255); //t(255, f.MailCity);
c.MailToAddress.StateProv = fld(dr, "MailStateProvince", 255); //t(255, f.MailStateProvince);
c.MailToAddress.Country = fld(dr, "MailCountry", 255); //t(255, f.MailCountry);
c.MailToAddress.Postal = fld(dr, "MailPostal", 255); //t(255, f.MailPostal);
}
if (c.IsNew || Util.IEData.ClientPhysicalAddress)
{
c.GoToAddress.DeliveryAddress = fld(dr, "DeliveryAddress", 255);// t(255, f.DeliveryAddress);
c.GoToAddress.City = fld(dr, "DeliveryCity", 255); //t(255, f.DeliveryCity);
c.GoToAddress.StateProv = fld(dr, "DeliveryStateProvince", 255); //t(255, f.DeliveryStateProvince);
c.GoToAddress.Country = fld(dr, "DeliveryCountry", 255); //t(255, f.DeliveryCountry);
c.GoToAddress.Postal = fld(dr, "DeliveryPostal", 255); //t(255, f.DeliveryPostal);
}
if (c.IsNew || Util.IEData.ClientContact)
{
c.Contact = fld(dr, "Contact", 500);// t(500, f.Contact);
}
if (c.IsNew || Util.IEData.ClientContactNotes)
{
c.ContactNotes = fld(dr, "ContactNotes", 1024); //t(1024, f.ContactNotes);
}
if (c.IsNew || Util.IEData.ClientPhoneNumbers)
{
c.Phone1 = fld(dr, "Phone1", 255); //t(255, f.Phone1);
c.Phone2 = fld(dr, "Phone2", 255); //t(255, f.Phone2);
c.Phone3 = fld(dr, "Phone3", 255); //t(255, f.Phone3);
c.Phone4 = fld(dr, "Phone4", 255); //t(255, f.Phone4);
c.Phone5 = fld(dr, "Phone5", 255); //t(255, f.Phone5);
}
if (c.IsNew || Util.IEData.ClientEmail)
{
c.Email = fld(dr, "EmailAddress", 255); //t(255, f.EmailAddress);
}
if (c.IsNew || Util.IEData.ClientAccountNumber)
{
c.AccountNumber = fld(dr, "AccountNumber", 255); //t(255, f.AccountNumber);
}
if (c.IsNew || Util.IEData.ClientWebSite)
{
c.WebAddress = fld(dr, "WebSite", 255); //t(255, f.WebSite);
}
if (c.IsNew || Util.IEData.ClientTechNotes)
{
c.TechNotes = fld(dr, "TechNotes", 32767); //t(32767, f.TechNotes);
}
if (c.IsNew || Util.IEData.ClientNotes)
{
c.Notes = fld(dr, "GeneralNotes", 32767); //t(32767, f.GeneralNotes);
}
if (c.IsNew || Util.IEData.ClientPopupNotes)
{
c.PopUpNotes = fld(dr, "PopupNotes", 32767); //t(32767, f.PopupNotes);
}
//client group, region, dispatch zone
if (c.IsNew || Util.IEData.ClientGroup)
{
Guid ClientGroupID=Guid.Empty;
string s = fld(dr, "ClientGroup", 255).Trim();
if (!string.IsNullOrWhiteSpace(s))
{
foreach (ClientGroup cg in cgroups)
{
if (cg.Name.Equals(s, StringComparison.CurrentCultureIgnoreCase))
{
ClientGroupID = cg.ID;
break;
}
}
if (ClientGroupID == Guid.Empty)
{
//wasn't in the list so add it and save it
ClientGroup cg=cgroups.Add();
cg.Name = s;
ClientGroupID = cg.ID;
cgroups = (ClientGroups)cgroups.Save();
}
}
c.ClientGroupID = ClientGroupID;
}
//region
if (c.IsNew || Util.IEData.ClientRegion)
{
Guid RegionID = GZTW.AyaNova.BLL.Region.DefaultRegionID;
string s = fld(dr, "Region", 255).Trim();
if (!string.IsNullOrWhiteSpace(s))
{
if (regions.ContainsKey(s))
RegionID = regions[s];
else
{
GZTW.AyaNova.BLL.Region r = GZTW.AyaNova.BLL.Region.NewItem();
r.Active = true;
r.Name = s;
RegionID = r.ID;
r=(GZTW.AyaNova.BLL.Region)r.Save();
regions.Add(r.Name, r.ID);
}
}
c.RegionID = RegionID;
}
//Dispatch zone
if (c.IsNew || Util.IEData.ClientDispatchZone)
{
Guid DispatchZoneID = Guid.Empty;
string s = fld(dr, "DispatchZone", 255).Trim();
if (!string.IsNullOrWhiteSpace(s))
{
foreach (DispatchZone cg in dzones)
{
if (cg.Name.Equals(s, StringComparison.CurrentCultureIgnoreCase))
{
DispatchZoneID = cg.ID;
break;
}
}
if (DispatchZoneID == Guid.Empty)
{
//wasn't in the list so add it and save it
DispatchZone cg = dzones.Add();
cg.Name = s;
DispatchZoneID = cg.ID;
dzones = (DispatchZones)dzones.Save();
}
}
c.DispatchZoneID = DispatchZoneID;
}
if (c.IsSavable)
{
bool bWasNew = c.IsNew;
c.Save();
if (bWasNew)
lGoodCount++;
else
lUpdatedCount++;
}
else
{
lBadCount++;
}
}
w.Close();
if (Util.LicensedMode && Util.IEData.ClientUpdate)
{
if (lBadCount > 0)
MessageBox.Show(lGoodCount.ToString() + " Clients were imported / "+lUpdatedCount + " duplicate clients were updated sucessfully.\r\n" +
lBadCount.ToString() + " Clients were not imported because they had no name at all or did not pass the business / update rules for a client object.");
else
MessageBox.Show(lGoodCount.ToString() + " Clients were imported / "+ lUpdatedCount + " duplicate clients were updated sucessfully.");
}
else
{
if (lBadCount > 0)
MessageBox.Show(lGoodCount.ToString() + " Clients were imported sucessfully.\r\n" +
lBadCount.ToString() + " Clients were not imported because a client with the same name already\r\n" +
"exists or they had no name at all or did not pass the rules for a client object.");
else
MessageBox.Show(lGoodCount.ToString() + " Clients were imported sucessfully.");
}
}
/// <summary>
/// Get a field from the current data row
/// </summary>
/// <param name="sColumnNameKey"></param>
/// <param name="nLength"></param>
/// <returns></returns>
private string fld(DataRow dr, string sColumnNameKey, int nLength)
{
if (lsMap.ContainsKey(sColumnNameKey))
{
return t(nLength, dr[lsMap[sColumnNameKey]].ToString());
}
else
return "";
}
/// <summary>
///
/// </summary>
/// <param name="nLength"></param>
/// <param name="s"></param>
/// <returns></returns>
private static string t(int nLength, string s)
{
if(string.IsNullOrWhiteSpace(s)) return "";
if(s.Length<=nLength) return s;
else
return s.Substring(0,nLength);
}
#endregion
#region Export data
/// <summary>
/// Exports all existing clients to CSV format identical
/// to that required for import
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void mnuExport_Click(object sender, System.EventArgs e)
{
SaveFileDialog sf = new SaveFileDialog();
sf.DefaultExt = ".csv";
sf.FileName = "clients.csv";
if (sf.ShowDialog() != DialogResult.OK) return;
Cursor=Cursors.WaitCursor;
FileHelperEngine engine = new FileHelperEngine(typeof(FHClient));
System.Collections.ArrayList alClients=new ArrayList();
FHClient fhc;
Client c;
ClientPickList cpl=ClientPickList.GetList();
Waiting w=new Waiting();
w.Show();
w.Ops="Exporting clients";
foreach(ClientPickList.ClientPickListInfo i in cpl)
{
c=Client.GetItem(i.ID);
ClientList cl = ClientList.GetListForSingleItem(i.ID);
fhc = new FHClient();
w.Step = cl[0].LT_O_Client.Display;
fhc.Name = cl[0].LT_O_Client.Display;
fhc.AccountNumber = cl[0].LT_Client_Label_AccountNumber;
//contact fields
fhc.Contact = cl[0].LT_Client_Label_Contact;
fhc.ContactNotes = c.ContactNotes;
fhc.Phone1 = cl[0].LT_Client_Label_Phone1;
fhc.Phone2 = cl[0].LT_Client_Label_Phone2;
fhc.Phone3 = cl[0].LT_Client_Label_Phone3;
fhc.Phone4 = cl[0].LT_Client_Label_Phone4;
fhc.Phone5 = cl[0].LT_Client_Label_Phone5;
fhc.EmailAddress = cl[0].LT_Client_Label_Email;
fhc.DeliveryAddress = c.GoToAddress.DeliveryAddress;
fhc.DeliveryCity=c.GoToAddress.City;
fhc.DeliveryCountry=c.GoToAddress.Country;
fhc.DeliveryPostal=c.GoToAddress.Postal;
fhc.DeliveryStateProvince=c.GoToAddress.StateProv;
fhc.GeneralNotes=c.Notes;
fhc.MailAddress=c.MailToAddress.DeliveryAddress;
fhc.MailCity=c.MailToAddress.City;
fhc.MailCountry=c.MailToAddress.Country;
fhc.MailPostal=c.MailToAddress.Postal;
fhc.MailStateProvince=c.MailToAddress.StateProv;
fhc.PopupNotes=c.PopUpNotes;
fhc.TechNotes=c.TechNotes;
fhc.WebSite=c.WebAddress;
//case 1737
fhc.ClientGroup = cl[0].LT_O_ClientGroup.Display;
fhc.DispatchZone = cl[0].LT_O_DispatchZone.Display;
fhc.Region = cl[0].LT_O_Region.Display;
alClients.Add(fhc);
}
w.Close();
try
{
engine.WriteFile(sf.FileName, (object[]) alClients.ToArray(typeof(FHClient)));
}
catch(Exception ex)
{
MessageBox.Show("Error writing the export file:\r\n\r\n" + ex.Message);
return;
}
Cursor=Cursors.Default;
MessageBox.Show("All clients in current AyaNova database have been exported to file:\r\n" +
sf.FileName);
}
#endregion
private void mnuImportOptions_Click(object sender, EventArgs e)
{
Util.ShowOptionsDialog();
}
#region case 1588 user selectable column placement
private void DataGridView1_BindingContextChanged(object sender, EventArgs e)
{
// Continue only if the data source has been set.
if (DataGridView1.DataSource == null)
{
return;
}
//these are the columns that can be selected by the user to import into
List<string> ls = new List<string>();
ls.Add("Name");
ls.Add("MailAddress");
ls.Add("MailCity");
ls.Add("MailStateProvince");
ls.Add("MailCountry");
ls.Add("MailPostal");
ls.Add("DeliveryAddress");
ls.Add("DeliveryCity");
ls.Add("DeliveryStateProvince");
ls.Add("DeliveryCountry");
ls.Add("DeliveryPostal");
ls.Add("Contact");
ls.Add("ContactNotes");
ls.Add("Phone1");
ls.Add("Phone2");
ls.Add("Phone3");
ls.Add("Phone4");
ls.Add("Phone5");
ls.Add("EmailAddress");
ls.Add("AccountNumber");
ls.Add("WebSite");
ls.Add("GeneralNotes");
ls.Add("TechNotes");
ls.Add("PopupNotes");
//case 1737
ls.Add("ClientGroup");
ls.Add("DispatchZone");
ls.Add("Region");
// Add the AutoFilter header cell to each column.
foreach (DataGridViewColumn col in DataGridView1.Columns)
{
col.HeaderCell = new
GZDataGridViewComboColumnHeaderCell(col.HeaderCell,ls);
}
// Resize the columns to fit their contents.
DataGridView1.AutoResizeColumns();
}
private void DataGridView1_DataBindingComplete(object sender, DataGridViewBindingCompleteEventArgs e)
{
}
#endregion case 1588
//------------------------------------------------------------------------
}
}