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