docs/8.0/ayanova/docs/adm-import-travel-rate.md

@@ -0,0 +1,95 @@
+# Travel rate 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).
+
+Any field in the import file that is not listed on this page will be removed before sending to the server for import.
+
+## Required fields
+
+- Name
+
+## Key field used to match to existing records
+
+- Name
+
+## Fields directly importable / updateable
+
+- Name (import only)
+- Active
+- Notes
+- Wiki
+- Tags
+- AccountNumber
+- Cost
+- Charge
+- Unit
+- ContractOnly
+
+## JSON file format
+
+The .json file must contain an array of one or more Travel rate objects.
+
+```JSON
+[
+    {
+        "Name": "On-site service rate",
+        "Active": true,
+        "Notes": "Ullam et aliquid reiciendis iure voluptatem minus doloremque doloribus ipsum ut.",
+        "Wiki": null,
+        "Tags": [
+            "blue",
+            "brown",
+            "mauve",
+            "quince",
+            "zone6"
+        ],
+        "AccountNumber": "55753867",
+        "Cost": 25.410000000000000000,
+        "Charge": 39.390000000000000000,
+        "Unit": "hour",
+        "ContractOnly": false
+    },
+    {
+        "Name": "Shop rate",
+        "Active": true,
+        "Notes": "Possimus maiores reprehenderit aut tempora in eos dolor.",
+        "Wiki": null,
+        "Tags": [
+            "blue",
+            "green",
+            "silver",
+            "zone0"
+        ],
+        "AccountNumber": "71071010",
+        "Cost": 12.490000000000000000,
+        "Charge": 19.360000000000000000,
+        "Unit": "hour",
+        "ContractOnly": true
+    },
+    {
+        "Name": "Day rate",
+        "Active": true,
+        "Notes": "Dolores quo et ipsum ut.",
+        "Wiki": null,
+        "Tags": [
+            "silver"
+        ],
+        "AccountNumber": "50669139",
+        "Cost": 300.000000000000000000,
+        "Charge": 500.000000000000000000,
+        "Unit": "day",
+        "ContractOnly": false
+    }
+]
+```
+
+## CSV file format
+
+The first row of the .csv file must contain column headers that match the field names listed above.
+
+```
+Name,Active,Notes,Wiki,Tags,AccountNumber,Cost,Charge,Unit,ContractOnly
+On-site service rate,true,Ullam et aliquid reiciendis iure voluptatem minus doloremque doloribus ipsum ut.,,"blue,brown,mauve,quince,zone6",55753867,25.41,39.39,hour,false
+Shop rate,true,Possimus maiores reprehenderit aut tempora in eos dolor.,,"blue,green,silver,zone0",71071010,12.49,19.36,hour,true
+Day rate,true,Dolores quo et ipsum ut.,,silver,50669139,300,500,day,false
+```

docs/8.0/ayanova/docs/adm-import.md

@@ -174,6 +174,8 @@ Each object type listed below links to a page showing the specific format requir
 - ##### [Part assemblies](adm-import-part-assembly.md)
 - ##### [Part warhouses](adm-import-part-warehouse.md)
 - ##### [Projects](adm-import-projects.md)
+- ##### [Service rates](adm-import-service-rate.md)
+- ##### [Travel rates](adm-import-travel-rate.md)
 
 ## Import form
 

server/AyaNova/biz/TravelRateBiz.cs

@@ -343,32 +343,59 @@ namespace AyaNova.Biz
         public async Task<List<string>> ImportData(AyImportData importData)
         {
             List<string> ImportResult = new List<string>();
-            string ImportTag = $"imported-{FileUtil.GetSafeDateFileName()}";
-
+            string ImportTag = ImportUtil.GetImportTag();
+            //ignore these fields
             var jsset = JsonSerializer.CreateDefault(new JsonSerializerSettings { ContractResolver = new AyaNova.Util.JsonUtil.ShouldSerializeContractResolver(new string[] { "Concurrency", "Id", "CustomFields" }) });
             foreach (JObject j in importData.Data)
             {
-                var w = j.ToObject<TravelRate>(jsset);
-                if (j["CustomFields"] != null)
-                    w.CustomFields = j["CustomFields"].ToString();
-                w.Tags.Add(ImportTag);//so user can find them all and revert later if necessary
-                var res = await CreateAsync(w);
-                if (res == null)
+                long existingId = await ct.TravelRate.AsNoTracking().Where(z => z.Name == (string)j["Name"]).Select(x => x.Id).FirstOrDefaultAsync();
+                if (existingId == 0)
                 {
-                    ImportResult.Add($"* {w.Name} - {this.GetErrorsAsString()}");
-                    this.ClearErrors();
+                    if (importData.DoImport)
+                    {
+                        //import this record
+                        var Target = j.ToObject<TravelRate>(jsset);
+                        Target.Tags.Add(ImportTag);
+                        var res = await CreateAsync(Target);
+                        if (res == null)
+                        {
+                            ImportResult.Add($"❌ {Target.Name}\r\n{this.GetErrorsAsString()}");
+                            this.ClearErrors();
+                        }
+                        else
+                        {
+                            ImportResult.Add($"✔️ {Target.Name}");
+                        }
+                    }
                 }
                 else
                 {
-                    ImportResult.Add($"{w.Name} - ok");
+                    if (importData.DoUpdate)
+                    {
+                        //update this record with any data provided
+                        //load existing record
+                        var Target = await GetAsync((long)existingId);
+                        var Source = j.ToObject<TravelRate>(jsset);
+                        var propertiesToUpdate = j.Properties().Select(p => p.Name).ToList();
+                        propertiesToUpdate.Remove("Name");
+                        ImportUtil.Update(Source, Target, propertiesToUpdate);
+                        var res = await PutAsync(Target);
+                        if (res == null)
+                        {
+                            ImportResult.Add($"❌ {Target.Name} - {this.GetErrorsAsString()}");
+                            this.ClearErrors();
+                        }
+                        else
+                        {
+                            ImportResult.Add($"✔️ {Target.Name}");
+                        }
+                    }
                 }
             }
             return ImportResult;
         }
 
 
-
-
         ////////////////////////////////////////////////////////////////////////////////////////////////
         //JOB / OPERATIONS
         //