From 09b3698abd7f12c70ac933f01138e5acef8cc380 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 29 Mar 2022 19:51:36 +0000 Subject: [PATCH] --- devdocs/todo.txt | 4 ---- docs/8.0/ayanova/docs/adm-import-customer.md | 12 ++---------- docs/8.0/ayanova/docs/adm-import-headoffice.md | 12 ++---------- docs/8.0/ayanova/docs/adm-import-inventory.md | 4 +--- docs/8.0/ayanova/docs/adm-import-part-assembly.md | 4 +--- docs/8.0/ayanova/docs/adm-import-part.md | 6 +----- docs/8.0/ayanova/docs/adm-import-project.md | 2 +- docs/8.0/ayanova/docs/adm-import-service-rate.md | 2 +- docs/8.0/ayanova/docs/adm-import-task-group.md | 2 +- docs/8.0/ayanova/docs/adm-import-travel-rate.md | 2 +- docs/8.0/ayanova/docs/adm-import-unit-model.md | 4 +--- docs/8.0/ayanova/docs/adm-import-unit.md | 7 ++----- docs/8.0/ayanova/docs/adm-import-vendor.md | 6 ++---- docs/8.0/ayanova/docs/adm-import-warehouse.md | 2 +- docs/8.0/ayanova/docs/adm-import.md | 10 +++++----- docs/8.0/ayanova/docs/ay-start-changes-from-v7.md | 4 ++++ 16 files changed, 26 insertions(+), 57 deletions(-) diff --git a/devdocs/todo.txt b/devdocs/todo.txt index fe3c05a7..601c54eb 100644 --- a/devdocs/todo.txt +++ b/devdocs/todo.txt @@ -6,10 +6,6 @@ Import / export features TODO: OUTSTANDING FOR IMPORT: - HeadOffice contract code sb more like unit contract code with null vs empty handling of json - CustomerBiz contract code sb mroe like unit contract and updateable (update docs too to show it can be updated currently says no) - test each object - document each object Once all importers are done, add to changes from v7 that import is now built in including UPDATE ability and included with v8 no longer a plugin Clean up front end commented code blocks, prep for release TEST FILE OPEN ON iPad device as the file input accept type may not work with apple diff --git a/docs/8.0/ayanova/docs/adm-import-customer.md b/docs/8.0/ayanova/docs/adm-import-customer.md index 9903f036..d19722b0 100644 --- a/docs/8.0/ayanova/docs/adm-import-customer.md +++ b/docs/8.0/ayanova/docs/adm-import-customer.md @@ -48,17 +48,11 @@ Any field in the import file that is not listed on this page will be removed bef The following linked objects are supported for importing / updating: - HeadOffice via "HeadOfficeViz" field which must contain the name of an existing HeadOffice -- Contract via "ContractViz" field which must contain the name of an existing Contract - -If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. - -If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date. +- Contract via "ContractViz" field which must contain the name of an existing Contract. If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date. ## JSON file format -The .json file must contain an array of one or more Customer objects. - -The first Customer record here illustrates importing a Customer with a link to existing Contract and Head office objects. +The .json file must contain an **array** of one or more objects. ```JSON [ @@ -168,8 +162,6 @@ The first Customer record here illustrates importing a Customer with a link to e The first row of the .csv file must contain column headers that match the field names listed above. -The first Customer record here illustrates importing a Customer with a link to existing Contract and Head office objects. - ``` Name,Active,Notes,Wiki,Tags,WebAddress,AlertNotes,BillHeadOffice,HeadOfficeViz,TechNotes,AccountNumber,ContractViz,ContractExpires,Phone1,Phone2,Phone3,Phone4,Phone5,EmailAddress,PostAddress,PostCity,PostRegion,PostCountry,PostCode,Address,City,Region,Country,Latitude,Longitude Armstrong LLC,true,Ergonomic empowering project,,"black,purple,quince,zone1,zone4",https://example.biz,,true,XYZ HeadOffice,,88129181,Gold Contract,2022-12-30T00:00:00Z,(948) 817-1939,768-686-6990,(343) 810-7973,,,Talia.Terry53@example.net,7942 Herman Dale,Mabelville,Michigan,Denmark,53147,7937 Dale Estates,Mabelville,Michigan,Denmark,46.8059,-64.1016 diff --git a/docs/8.0/ayanova/docs/adm-import-headoffice.md b/docs/8.0/ayanova/docs/adm-import-headoffice.md index 472a8f6c..d4d37d0a 100644 --- a/docs/8.0/ayanova/docs/adm-import-headoffice.md +++ b/docs/8.0/ayanova/docs/adm-import-headoffice.md @@ -45,17 +45,11 @@ Any field in the import file that is not listed on this page will be removed bef The following linked objects are supported for importing / update: -- Contract via "ContractViz" field which must contain the name of an existing Contract - -If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. - -If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date. +- Contract via "ContractViz" field which must contain the name of an existing Contract. If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date. ## JSON file format -The .json file must contain an array of one or more Head office objects. - -The first Head office record here illustrates importing a Head office with a link to an existing Contract. +The .json file must contain an **array** of one or more objects. ```JSON [ @@ -161,8 +155,6 @@ The first Head office record here illustrates importing a Head office with a lin The first row of the .csv file must contain column headers that match the field names listed above. -The first Head office record here illustrates importing a Head office with a link to an existing Contract. - ``` Name,Active,Notes,Wiki,Tags,WebAddress,AccountNumber,ContractViz,ContractExpires,Phone1,Phone2,Phone3,Phone4,Phone5,EmailAddress,PostAddress,PostCity,PostRegion,PostCountry,PostCode,Address,City,Region,Country,Latitude,Longitude Goodwin LLC,true,Triple-buffered mission-critical website,,"jade,zone5,zone7",http://example.info,32906249,Bronze,2023-02-01T08:00:00Z,1-629-420-0186,1-807-405-5544 x2470,352-364-6323 x45752,,,Heloise_Farrell61@example.com,865 Tracey Views,New Mathew,Louisiana,Jordan,74354-4982,3400 Tyree Keys,New Mathew,Louisiana,Jordan,-56.0307,169.8444 diff --git a/docs/8.0/ayanova/docs/adm-import-inventory.md b/docs/8.0/ayanova/docs/adm-import-inventory.md index fcff6237..22d07041 100644 --- a/docs/8.0/ayanova/docs/adm-import-inventory.md +++ b/docs/8.0/ayanova/docs/adm-import-inventory.md @@ -22,9 +22,7 @@ Inventory transactions can only be imported, not updated. ## JSON file format -The .json file must contain an array of one or more Inventory objects. - -The first Inventory record here illustrates importing a Inventory with a link to an existing Contract. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-part-assembly.md b/docs/8.0/ayanova/docs/adm-import-part-assembly.md index df108b3d..13235df3 100644 --- a/docs/8.0/ayanova/docs/adm-import-part-assembly.md +++ b/docs/8.0/ayanova/docs/adm-import-part-assembly.md @@ -30,9 +30,7 @@ The following linked objects are importable / updateable: ## JSON file format -The .json file must contain an array of one or more Part assembly objects. - -The first Part assembly record here illustrates importing a Part assembly with links to existing Manufacturer, Wholesaler and Alternative Wholesaler and also how to include serial numbers. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-part.md b/docs/8.0/ayanova/docs/adm-import-part.md index fcc059c0..00bbc848 100644 --- a/docs/8.0/ayanova/docs/adm-import-part.md +++ b/docs/8.0/ayanova/docs/adm-import-part.md @@ -39,9 +39,7 @@ The following linked objects are importable / updateable: ## JSON file format -The .json file must contain an array of one or more Part objects. - -The first Part record here illustrates importing a Part with links to existing Manufacturer, Wholesaler and Alternative Wholesaler and also how to include serial numbers. +The .json file must contain an **array** of one or more objects. ```JSON [ @@ -127,8 +125,6 @@ The first Part record here illustrates importing a Part with links to existing M The first row of the .csv file must contain column headers that match the field names listed above. -The first Part record here illustrates importing a Part with links to existing Manufacturer, Wholesaler and Alternative Wholesaler and also how to include serial numbers. - ``` Name,Active,Description,Notes,Wiki,Tags,ManufacturerViz,ManufacturerNumber,WholeSalerViz,WholeSalerNumber,AlternativeWholeSalerViz,AlternativeWholeSalerNumber,Cost,Retail,UnitOfMeasure,UPC,PartSerialsViz 048902,true,test description,Alias nihil beatae dolores quam quisquam molestiae repudiandae magni consequatur dolores inventore distinctio.,"# Headings diff --git a/docs/8.0/ayanova/docs/adm-import-project.md b/docs/8.0/ayanova/docs/adm-import-project.md index 48152a08..182dd82e 100644 --- a/docs/8.0/ayanova/docs/adm-import-project.md +++ b/docs/8.0/ayanova/docs/adm-import-project.md @@ -31,7 +31,7 @@ The following linked objects are supported for import / update: ## JSON file format -The .json file must contain an array of one or more Project objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-service-rate.md b/docs/8.0/ayanova/docs/adm-import-service-rate.md index a6bb1d54..d6f5884c 100644 --- a/docs/8.0/ayanova/docs/adm-import-service-rate.md +++ b/docs/8.0/ayanova/docs/adm-import-service-rate.md @@ -27,7 +27,7 @@ Any field in the import file that is not listed on this page will be removed bef ## JSON file format -The .json file must contain an array of one or more Service rate objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-task-group.md b/docs/8.0/ayanova/docs/adm-import-task-group.md index 018de9f7..cc32d1b6 100644 --- a/docs/8.0/ayanova/docs/adm-import-task-group.md +++ b/docs/8.0/ayanova/docs/adm-import-task-group.md @@ -21,7 +21,7 @@ Any field in the import file that is not listed on this page will be removed bef ## JSON file format -The .json file must contain an array of one or more Task group objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-travel-rate.md b/docs/8.0/ayanova/docs/adm-import-travel-rate.md index 3c53f221..8b0a3d98 100644 --- a/docs/8.0/ayanova/docs/adm-import-travel-rate.md +++ b/docs/8.0/ayanova/docs/adm-import-travel-rate.md @@ -27,7 +27,7 @@ Any field in the import file that is not listed on this page will be removed bef ## JSON file format -The .json file must contain an array of one or more Travel rate objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-unit-model.md b/docs/8.0/ayanova/docs/adm-import-unit-model.md index 819da87a..fd90f71e 100644 --- a/docs/8.0/ayanova/docs/adm-import-unit-model.md +++ b/docs/8.0/ayanova/docs/adm-import-unit-model.md @@ -35,9 +35,7 @@ The following linked objects are supported for import / update: ## JSON file format -The .json file must contain an array of one or more Project objects. - -The first Unit model record here illustrates importing a Unit model with a link to existing Contract and Head office objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-unit.md b/docs/8.0/ayanova/docs/adm-import-unit.md index 06aa6c15..b03029c6 100644 --- a/docs/8.0/ayanova/docs/adm-import-unit.md +++ b/docs/8.0/ayanova/docs/adm-import-unit.md @@ -51,14 +51,11 @@ The following linked objects are importable / updateable: - Unit model via "UnitModelNameViz" which must contain an existing Unit model name - Vendor the unit was purchased from via "PurchasedFromVendorViz" field which must contain the name of an existing Vendor - Unit that is the replacement of this unit via "ReplacedByUnitViz" which must contain the serial of an existing unit -- Contract via "ContractViz" field which must contain the name of an existing Contract - -If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. -If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date. +- Contract via "ContractViz" field which must contain the name of an existing Contract. If the Contract is specified then the ContractExpires field can be used to set the expiry date of the Contract. If ContractExpires is omitted then it is set to the import date and time minus 1 minute so that it won't take effect until it's been set to a future date. ## JSON file format -The .json file must contain an array of one or more Unit objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-vendor.md b/docs/8.0/ayanova/docs/adm-import-vendor.md index 4cab29b3..299f5cda 100644 --- a/docs/8.0/ayanova/docs/adm-import-vendor.md +++ b/docs/8.0/ayanova/docs/adm-import-vendor.md @@ -1,6 +1,6 @@ # Vendor import / update specifications -Names of fields listed here are the exact case and spelling required to be recognized by AyaNova for [importing / updating](adm-import.md). +Names of fields listed here are the exact case and spelling required to be recognized by AyaNova for [importing / updating](adm-import.md). Any field in the import file that is not listed on this page will be removed before sending to the server for import. @@ -44,9 +44,7 @@ Any field in the import file that is not listed on this page will be removed bef ## JSON file format -The .json file must contain an array of one or more Vendor objects. - -The first Vendor record here illustrates importing a Vendor with a link to an existing Contract. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import-warehouse.md b/docs/8.0/ayanova/docs/adm-import-warehouse.md index 1a886965..19d8f987 100644 --- a/docs/8.0/ayanova/docs/adm-import-warehouse.md +++ b/docs/8.0/ayanova/docs/adm-import-warehouse.md @@ -22,7 +22,7 @@ Any field in the import file that is not listed on this page will be removed bef ## JSON file format -The .json file must contain an array of one or more Warehouse objects. +The .json file must contain an **array** of one or more objects. ```JSON [ diff --git a/docs/8.0/ayanova/docs/adm-import.md b/docs/8.0/ayanova/docs/adm-import.md index c9c94abd..d389e3d5 100644 --- a/docs/8.0/ayanova/docs/adm-import.md +++ b/docs/8.0/ayanova/docs/adm-import.md @@ -68,7 +68,7 @@ All the field data provided in the import file will overwrite the matching field The key (usually `Name`) field can not be updated as it's used to match records. -Unlike the import process, updated records are _not_ automatically tagged (there is no simple way to undo an update) however you can still see which records were updated if necessary by viewing the personal history of the User doing the update via their [history feature](ay-history.md). +Unlike the import process, updated records are _not_ automatically tagged (the only way to undo an update is to [restore from backup](ops-restore.md)) however you can still see which records were updated if necessary by viewing the [User history](ay-history.md) of the User who ran the update. ### Partial record updates @@ -144,7 +144,7 @@ When you select a .csv file to import the AyaNova web app will first attempt to To ensure the integrity of the data, import will _not_ be attempted if ther are _any_ csv parsing errors. -CSV parsing errors come form a utility and are not translated so they will be displayed in the English language only. +CSV parsing errors come from a 3rd party utility and will be displayed in the English language only. ### Maximum file size @@ -175,10 +175,10 @@ Each object type listed below links to a page showing the specific format requir - ##### [Parts](adm-import-part.md) - ##### [Part assemblies](adm-import-part-assembly.md) - ##### [Part inventory](adm-import-inventory.md) -- ##### [Part warhouses](adm-import-part-warehouse.md) -- ##### [Projects](adm-import-projects.md) +- ##### [Part warhouses](adm-import-warehouse.md) +- ##### [Projects](adm-import-project.md) - ##### [Service rates](adm-import-service-rate.md) -- ##### [Task group](adm-import-task-group.md) +- ##### [Task groups](adm-import-task-group.md) - ##### [Travel rates](adm-import-travel-rate.md) - ##### [Units](adm-import-unit.md) - ##### [Unit models](adm-import-unit-model.md) diff --git a/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md b/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md index 06f7f6cb..eb0c2932 100644 --- a/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md +++ b/docs/8.0/ayanova/docs/ay-start-changes-from-v7.md @@ -334,6 +334,10 @@ All v7 "Assigned docs" and wiki embedded file features have been consolidated in In v7 there were Global settings for Part display format, Unit display format etc. In v8 this feature has been replaced by [autocomplete list control](ay-start-form-autocomplete.md) templates which allow [customizing](adm-global-autocomplete-templates.md) _all_ autocomplete lists to choose which fields are used for display and searching in v8. +### Import Export plugin + +The v7 Import / Export plugin and optional Update feature has been replaced in v8 with a built-in [export](ay-ex-export.md) [extension](ay-extensions.md) and [import / update](adm-import.md) utility. + ## Features dropped from v7 to v8 ### Service bank