data_porter 0.1.0 → 0.2.0

checksums.yaml

@@ -1,7 +1,7 @@
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+  data.tar.gz: fe570eec3633168b17762849e2387aa7cd56a01bbf62668e7e823b84f333b64d980a7aa55e95732d7ee0c2b7c9f4e36549db10e3aa36b59720de2c7348c45ceb

data/CHANGELOG.md

@@ -5,7 +5,19 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
-## [Unreleased]
+## [0.2.0] - 2026-02-07
+
+### Added
+
+- **XLSX source** -- Import Excel `.xlsx` files via `Sources::Xlsx`, powered by [creek](https://github.com/pythonicrubyist/creek) for streaming, memory-efficient parsing
+- Sheet selection via `config["sheet_index"]` (defaults to first sheet)
+- `creek` runtime dependency in gemspec
+
+### Changed
+
+- Default `enabled_sources` now includes `:xlsx` (`%i[csv json api xlsx]`)
+- Dropzone hints updated to mention XLSX in both index and new import views
+- 225 RSpec examples (up from 221), 0 failures
 
 ## [0.1.0] - 2026-02-06
 

data/README.md

@@ -2,7 +2,7 @@
 
 A mountable Rails engine for 3-step data import workflows: **Upload**, **Preview**, **Import**.
 
-Supports CSV, JSON, and API sources with a declarative DSL for defining import targets. Business-agnostic by design -- all domain logic lives in your host app.
+Supports CSV, JSON, XLSX, and API sources with a declarative DSL for defining import targets. Business-agnostic by design -- all domain logic lives in your host app.
 
 ![Import list with status badges](docs/screenshots/index-with-previewing.jpg)
 
@@ -105,7 +105,7 @@ DataPorter.configure do |config|
   config.preview_limit = 500
 
   # Enabled source types.
-  config.enabled_sources = %i[csv json api]
+  config.enabled_sources = %i[csv json api xlsx]
 end
 ```
 
@@ -117,7 +117,7 @@ end
 | `cable_channel_prefix` | `"data_porter"` | ActionCable stream prefix |
 | `context_builder` | `nil` | Lambda receiving the controller, returns context passed to target methods |
 | `preview_limit` | `500` | Max records shown in the preview step |
-| `enabled_sources` | `%i[csv json api]` | Source types available in the UI |
+| `enabled_sources` | `%i[csv json api xlsx]` | Source types available in the UI |
 
 ## Defining Targets
 
@@ -130,7 +130,7 @@ class OrderTarget < DataPorter::Target
   label "Orders"
   model_name "Order"
   icon "fas fa-shopping-cart"
-  sources :csv, :json, :api
+  sources :csv, :json, :api, :xlsx
 
   columns do
     column :order_number, type: :string, required: true
@@ -175,7 +175,7 @@ CSS icon class (e.g. FontAwesome) shown in the UI.
 
 #### `sources(*types)`
 
-Accepted source types: `:csv`, `:json`, `:api`.
+Accepted source types: `:csv`, `:json`, `:api`, `:xlsx`.
 
 #### `columns { ... }`
 
@@ -295,6 +295,16 @@ end
 
 Upload a CSV file. Configure header mappings with `csv_mapping` when headers don't match your column names.
 
+### XLSX
+
+Upload an Excel `.xlsx` file. Uses the same `csv_mapping` for header-to-column mapping. By default the first sheet is parsed; select a different sheet via config:
+
+```ruby
+import.config = { "sheet_index" => 1 }
+```
+
+Powered by [creek](https://github.com/pythonicrubyist/creek) for streaming, memory-efficient parsing.
+
 ### JSON
 
 Upload a JSON file. Use `json_root` to specify the path to the records array. Raw JSON arrays are supported without `json_root`.

data/ROADMAP.md

@@ -0,0 +1,71 @@
+# Roadmap
+
+## v2.0 - Planned
+
+### High Priority
+
+#### XLSX Source
+- Parse `.xlsx` files natively (via `creek` or `roo` gem)
+- Sheet selector when the file contains multiple sheets
+- Same parsing pipeline as CSV (prerequisite for column mapping)
+
+#### Interactive Column Mapping & Templates
+- Mapping UI on the preview step: each CSV/XLSX column header gets a dropdown to select the target field
+- Auto-suggest based on column name similarity
+- Save mapping as a reusable template (name + column-to-field pairs)
+- Template selector that pre-fills all dropdowns at once
+- Stored per-target so each import type has its own template library
+
+#### Export (reverse workflow)
+- `ExportTarget` DSL mirroring the import Target
+- Define query scope, columns, and output format (CSV, JSON, XLSX)
+- Background job with progress bar (reuse existing ActionCable infrastructure)
+- Download link on completion
+
+#### Batch Import
+- Process large files in configurable batches (default: 1,000 records)
+- Use `insert_all` / `upsert_all` for bulk persistence
+- Granular progress: "12,000 / 150,000 records"
+- Memory-efficient streaming parser for CSV and XLSX
+
+#### Scheduled Imports
+- Cron-like configuration in the Target DSL: `schedule "0 3 * * *"`
+- Recurring API source imports (fetch external data on a timer)
+- Dashboard for scheduled imports with last run status and next run time
+- Built on ActiveJob + `solid_queue` or host app's queue adapter
+
+### Medium Priority
+
+#### Column Transformers
+- Inline transform lambdas in the column DSL
+- Built-in transformers: `downcase`, `strip`, `normalize_phone`, `parse_date`
+```ruby
+column :email, type: :email, transform: ->(v) { v.downcase.strip }
+```
+
+#### Diff Mode
+- Compare incoming records with existing database data
+- Show what will be created, updated, or left unchanged
+- Visual diff on the preview step before confirming
+- Supports `deduplicate_by` keys for record matching
+
+#### Webhooks
+- Notify an external URL on import completion or failure
+- Configurable per-target or globally
+- JSON payload with import summary and error details
+
+#### Import API (REST)
+- `POST /data_porter/api/imports` to trigger imports programmatically
+- Accept file upload or source URL
+- JSON response with import ID for status polling
+
+### Low Priority
+
+#### Dashboard Analytics
+- Stats: imports per week, error rate, average duration, top targets
+- Lightweight charts (inline SVG, no JS dependency)
+
+#### Rollback
+- Undo a completed import (soft-delete created records)
+- Uses `target_id` already tracked on each ImportRecord
+- Confirmation step with summary of records to be reverted

data/app/models/data_porter/data_import.rb

@@ -24,7 +24,7 @@ module DataPorter
     attribute :config, :json, default: -> { {} }
 
     validates :target_key, presence: true
-    validates :source_type, presence: true, inclusion: { in: %w[csv json api] }
+    validates :source_type, presence: true, inclusion: { in: %w[csv json api xlsx] }
 
     def target_class
       Registry.find(target_key)

data/app/views/data_porter/imports/index.html.erb

@@ -77,7 +77,7 @@
           <div class="dp-dropzone__content">
             <div class="dp-dropzone__icon">&#128196;</div>
             <span class="dp-dropzone__text">Drop your file here or <strong>browse</strong></span>
-            <span class="dp-dropzone__hint">CSV or JSON files accepted</span>
+            <span class="dp-dropzone__hint">CSV, JSON, or XLSX files accepted</span>
           </div>
           <div class="dp-dropzone__selected" id="dp-file-name" style="display: none;"></div>
         </label>

data/app/views/data_porter/imports/new.html.erb

@@ -30,7 +30,7 @@
         <div class="dp-dropzone__content">
           <div class="dp-dropzone__icon">&#128196;</div>
           <span class="dp-dropzone__text">Drop your file here or <strong>browse</strong></span>
-          <span class="dp-dropzone__hint">CSV or JSON files accepted</span>
+          <span class="dp-dropzone__hint">CSV, JSON, or XLSX files accepted</span>
         </div>
         <div class="dp-dropzone__selected" id="dp-file-name-new" style="display: none;"></div>
       </label>

data/lib/data_porter/configuration.rb

@@ -18,7 +18,7 @@ module DataPorter
       @cable_channel_prefix = "data_porter"
       @context_builder = nil
       @preview_limit = 500
-      @enabled_sources = %i[csv json api]
+      @enabled_sources = %i[csv json api xlsx]
       @scope = nil
     end
   end

data/lib/data_porter/sources/xlsx.rb

@@ -0,0 +1,68 @@
+# frozen_string_literal: true
+
+require "creek"
+require "tempfile"
+
+module DataPorter
+  module Sources
+    class Xlsx < Base
+      def initialize(data_import, file_path: nil)
+        super(data_import)
+        @file_path = file_path
+      end
+
+      def fetch
+        rows = parse_sheet(target_sheet)
+        rows.map { |row| apply_csv_mapping(row) }
+      ensure
+        cleanup
+      end
+
+      private
+
+      def target_sheet
+        creek = Creek::Book.new(xlsx_path)
+        creek.sheets[sheet_index]
+      end
+
+      def parse_sheet(sheet)
+        rows = sheet.simple_rows.to_a
+        return [] if rows.size <= 1
+
+        headers = rows.first.values.map(&:to_s)
+        rows.drop(1).map { |row| build_row(headers, row) }
+      end
+
+      def build_row(headers, row)
+        values = row.values.map { |v| v&.to_s }
+        headers.zip(values).to_h
+      end
+
+      def xlsx_path
+        @file_path || download_to_tempfile
+      end
+
+      def download_to_tempfile
+        @tempfile = Tempfile.new(["data_porter", ".xlsx"])
+        @tempfile.binmode
+        @tempfile.write(@data_import.file.download)
+        @tempfile.rewind
+        @tempfile.path
+      end
+
+      def sheet_index
+        config = @data_import.config
+        return 0 unless config.is_a?(Hash)
+
+        config.fetch("sheet_index", 0).to_i
+      end
+
+      def cleanup
+        return unless @tempfile
+
+        @tempfile.close
+        @tempfile.unlink
+      end
+    end
+  end
+end

data/lib/data_porter/sources.rb

@@ -4,13 +4,15 @@ require_relative "sources/base"
 require_relative "sources/csv"
 require_relative "sources/json"
 require_relative "sources/api"
+require_relative "sources/xlsx"
 
 module DataPorter
   module Sources
     REGISTRY = {
       api: Api,
       csv: Csv,
-      json: Json
+      json: Json,
+      xlsx: Xlsx
     }.freeze
 
     def self.resolve(type)

data/lib/data_porter/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module DataPorter
-  VERSION = "0.1.0"
+  VERSION = "0.2.0"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: data_porter
 version: !ruby/object:Gem::Version
-  version: 0.1.0
+  version: 0.2.0
 platform: ruby
 authors:
 - Seryl Lounis
@@ -9,6 +9,20 @@ bindir: exe
 cert_chain: []
 date: 1980-01-02 00:00:00.000000000 Z
 dependencies:
+- !ruby/object:Gem::Dependency
+  name: creek
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
 - !ruby/object:Gem::Dependency
   name: csv
   requirement: !ruby/object:Gem::Requirement
@@ -80,98 +94,20 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '1.0'
 description: 'A mountable Rails engine providing a complete data import workflow:
-  upload/configure, preview with validation, and import. Supports CSV, JSON, and API
-  sources with a simple DSL for defining import targets.'
+  upload/configure, preview with validation, and import. Supports CSV, JSON, XLSX,
+  and API sources with a simple DSL for defining import targets.'
 email:
 - seryllounis@outlook.fr
 executables: []
 extensions: []
 extra_rdoc_files: []
 files:
-- ".claude/commands/blog-status.md"
-- ".claude/commands/blog.md"
-- ".claude/commands/task-done.md"
-- ".claude/commands/tm/add-dependency.md"
-- ".claude/commands/tm/add-subtask.md"
-- ".claude/commands/tm/add-task.md"
-- ".claude/commands/tm/analyze-complexity.md"
-- ".claude/commands/tm/analyze-project.md"
-- ".claude/commands/tm/auto-implement-tasks.md"
-- ".claude/commands/tm/command-pipeline.md"
-- ".claude/commands/tm/complexity-report.md"
-- ".claude/commands/tm/convert-task-to-subtask.md"
-- ".claude/commands/tm/expand-all-tasks.md"
-- ".claude/commands/tm/expand-task.md"
-- ".claude/commands/tm/fix-dependencies.md"
-- ".claude/commands/tm/help.md"
-- ".claude/commands/tm/init-project-quick.md"
-- ".claude/commands/tm/init-project.md"
-- ".claude/commands/tm/install-taskmaster.md"
-- ".claude/commands/tm/learn.md"
-- ".claude/commands/tm/list-tasks-by-status.md"
-- ".claude/commands/tm/list-tasks-with-subtasks.md"
-- ".claude/commands/tm/list-tasks.md"
-- ".claude/commands/tm/next-task.md"
-- ".claude/commands/tm/parse-prd-with-research.md"
-- ".claude/commands/tm/parse-prd.md"
-- ".claude/commands/tm/project-status.md"
-- ".claude/commands/tm/quick-install-taskmaster.md"
-- ".claude/commands/tm/remove-all-subtasks.md"
-- ".claude/commands/tm/remove-dependency.md"
-- ".claude/commands/tm/remove-subtask.md"
-- ".claude/commands/tm/remove-subtasks.md"
-- ".claude/commands/tm/remove-task.md"
-- ".claude/commands/tm/setup-models.md"
-- ".claude/commands/tm/show-task.md"
-- ".claude/commands/tm/smart-workflow.md"
-- ".claude/commands/tm/sync-readme.md"
-- ".claude/commands/tm/tm-main.md"
-- ".claude/commands/tm/to-cancelled.md"
-- ".claude/commands/tm/to-deferred.md"
-- ".claude/commands/tm/to-done.md"
-- ".claude/commands/tm/to-in-progress.md"
-- ".claude/commands/tm/to-pending.md"
-- ".claude/commands/tm/to-review.md"
-- ".claude/commands/tm/update-single-task.md"
-- ".claude/commands/tm/update-task.md"
-- ".claude/commands/tm/update-tasks-from-id.md"
-- ".claude/commands/tm/validate-dependencies.md"
-- ".claude/commands/tm/view-models.md"
-- ".env.example"
-- ".mcp.json"
-- ".taskmaster/CLAUDE.md"
-- ".taskmaster/config.json"
-- ".taskmaster/docs/prd.txt"
-- ".taskmaster/state.json"
-- ".taskmaster/tasks/task_001.md"
-- ".taskmaster/tasks/task_002.md"
-- ".taskmaster/tasks/task_003.md"
-- ".taskmaster/tasks/task_004.md"
-- ".taskmaster/tasks/task_005.md"
-- ".taskmaster/tasks/task_006.md"
-- ".taskmaster/tasks/task_007.md"
-- ".taskmaster/tasks/task_008.md"
-- ".taskmaster/tasks/task_009.md"
-- ".taskmaster/tasks/task_010.md"
-- ".taskmaster/tasks/task_011.md"
-- ".taskmaster/tasks/task_012.md"
-- ".taskmaster/tasks/task_013.md"
-- ".taskmaster/tasks/task_014.md"
-- ".taskmaster/tasks/task_015.md"
-- ".taskmaster/tasks/task_016.md"
-- ".taskmaster/tasks/task_017.md"
-- ".taskmaster/tasks/task_018.md"
-- ".taskmaster/tasks/task_019.md"
-- ".taskmaster/tasks/task_020.md"
-- ".taskmaster/tasks/tasks.json"
-- ".taskmaster/templates/example_prd.txt"
-- ".taskmaster/templates/example_prd_rpg.txt"
 - CHANGELOG.md
-- CLAUDE.md
 - CODE_OF_CONDUCT.md
 - CONTRIBUTING.md
 - LICENSE
 - README.md
+- ROADMAP.md
 - Rakefile
 - app/assets/stylesheets/data_porter/application.css
 - app/channels/data_porter/import_channel.rb
@@ -184,29 +120,7 @@ files:
 - app/views/data_porter/imports/index.html.erb
 - app/views/data_porter/imports/new.html.erb
 - app/views/data_porter/imports/show.html.erb
-- config/database.yml
 - config/routes.rb
-- docs/SPEC.md
-- docs/UI.md
-- docs/blog/001-why-build-a-data-import-engine.md
-- docs/blog/002-scaffolding-a-rails-engine.md
-- docs/blog/003-configuration-dsl.md
-- docs/blog/004-store-model-jsonb.md
-- docs/blog/005-target-dsl.md
-- docs/blog/006-parsing-csv-sources.md
-- docs/blog/007-orchestrator.md
-- docs/blog/008-actioncable-stimulus.md
-- docs/blog/009-phlex-ui-components.md
-- docs/blog/010-controllers-routing.md
-- docs/blog/011-generators.md
-- docs/blog/012-json-api-sources.md
-- docs/blog/013-testing-rails-engine.md
-- docs/blog/014-dry-run.md
-- docs/blog/015-publishing-retro.md
-- docs/blog/016-erb-view-templates.md
-- docs/blog/017-showcase-final-retro.md
-- docs/blog/BACKLOG.md
-- docs/blog/SERIES.md
 - docs/screenshots/index-with-previewing.jpg
 - docs/screenshots/index.jpg
 - docs/screenshots/modal-new-import.jpg
@@ -233,6 +147,7 @@ files:
 - lib/data_porter/sources/base.rb
 - lib/data_porter/sources/csv.rb
 - lib/data_porter/sources/json.rb
+- lib/data_porter/sources/xlsx.rb
 - lib/data_porter/store_models/error.rb
 - lib/data_porter/store_models/import_record.rb
 - lib/data_porter/store_models/report.rb

data/.claude/commands/blog-status.md

@@ -1,10 +0,0 @@
-Show the status of the DataPorter blog article series.
-
-1. List all existing articles in `docs/blog/` with their title, part number, and published status
-2. Check `task-master list` for completed tasks since the last article
-3. Suggest 2-3 potential next article topics based on:
-   - Recently completed tasks not yet covered
-   - The natural progression of the series
-   - Topics that would be interesting for the Ruby/Rails community
-
-Format the output as a clear dashboard.

data/.claude/commands/blog.md

@@ -1,109 +0,0 @@
-Write the next blog article for the DataPorter series.
-
-Topic/title hint: $ARGUMENTS
-
-## Process
-
-1. **Read the series plan** at `docs/blog/SERIES.md` to identify which part this is and what it should cover.
-
-2. **Gather context:**
-   - `task-master list` to see completed tasks
-   - `git log --oneline -20` for recent commits
-   - Read the source files listed in the series plan for this part
-   - Read any previous articles in `docs/blog/` to maintain continuity
-
-3. **Write the article** in `docs/blog/NNN-slug.md` (NNN = part number, zero-padded).
-
-4. **Mandatory article structure:**
-
-```markdown
----
-title: "Building DataPorter #N — <Title>"
-series: "Building DataPorter - A Data Import Engine for Rails"
-part: N
-tags: [ruby, rails, rails-engine, gem-development, <2-3 topic tags>]
-published: false
----
-
-# <Title>
-
-> One-line summary of what the reader will learn.
-
-## Context
-
-Where we are in the series (1-2 sentences). Link to previous article.
-What we'll build in this article (clear scope).
-
-## The problem
-
-Why do we need this? Real-world scenario. Keep it short (3-5 sentences).
-
-## What we're building
-
-Show the end result first: a code snippet, a diagram, or a usage example.
-The reader should immediately understand where we're going.
-
-## Implementation
-
-### Step 1 — <Name>
-
-Explain the WHY, then show the code.
-
-\`\`\`ruby
-# path/to/file.rb
-<focused snippet, not full file>
-\`\`\`
-
-Brief explanation of what this does and why we chose this approach.
-
-### Step 2 — <Name>
-
-(repeat pattern: WHY -> code -> explain)
-
-### Step 3 — <Name>
-
-(repeat)
-
-## Decisions & tradeoffs
-
-| Decision | We chose | Over | Because |
-|----------|----------|------|---------|
-| ... | ... | ... | ... |
-
-## Testing it
-
-Show how to verify this works (spec snippet or console output).
-
-\`\`\`ruby
-# spec/...
-\`\`\`
-
-## Recap
-
-3-4 bullet points: what we built, what we learned.
-
-## Next up
-
-One paragraph teasing the next article in the series. End with a hook.
-
----
-
-*This is part N of the series "Building DataPorter". [Previous: ...](#) | [Next: ...](#)*
-*Code: [GitHub repo link]*
-```
-
-5. **Writing rules:**
-   - 5-8 minute read (~1000-1500 words)
-   - Max 3-4 implementation steps per article
-   - Code snippets: focused, 5-25 lines each (never full file dumps)
-   - Every snippet has a file path comment on line 1
-   - Explain decisions as "We chose X over Y because Z"
-   - Use the actual code from the codebase (not made-up examples)
-   - Conversational but technical tone: "Let's...", "Here's why..."
-   - English only
-   - No emojis in prose (OK in front matter tags)
-
-6. **After writing:**
-   - Update the article status in `docs/blog/SERIES.md` to `draft`
-   - Show: title, word count, reading time, and the decisions table
-   - Suggest 2-3 improvements or missing points

data/.claude/commands/task-done.md

@@ -1,27 +0,0 @@
-Mark a Taskmaster task as done and check if a blog article should be generated.
-
-Task ID: $ARGUMENTS
-
-## Process
-
-1. **Complete the task:**
-   ```
-   task-master set-status --id=$ARGUMENTS --status=done
-   ```
-
-2. **Check blog series:** Read `docs/blog/SERIES.md` and find which blog part includes this task.
-
-3. **Check if all tasks for that part are done:**
-   - Run `task-master show <id>` for each task in the blog part
-   - If ALL tasks for the part have status `done`, proceed to step 4
-   - If some tasks are still pending/in-progress, report progress ("Part N: 2/3 tasks done")
-
-4. **If part is ready, generate the article:**
-   - Follow the `/blog` command process
-   - Write the draft in `docs/blog/NNN-slug.md`
-   - Update SERIES.md status to `draft`
-
-5. **Show summary:**
-   - Task completed
-   - Blog part progress (e.g., "Part 5: 2/2 tasks done — article draft generated")
-   - Next task suggestion via `task-master next`

data/.claude/commands/tm/add-dependency.md

@@ -1,58 +0,0 @@
-Add Dependency
-
-Arguments: $ARGUMENTS
-Add a dependency between tasks.
-
-Arguments: $ARGUMENTS
-
-Parse the task IDs to establish dependency relationship.
-
-## Adding Dependencies
-
-Creates a dependency where one task must be completed before another can start.
-
-## Argument Parsing
-
-Parse natural language or IDs:
-- "make 5 depend on 3" → task 5 depends on task 3
-- "5 needs 3" → task 5 depends on task 3
-- "5 3" → task 5 depends on task 3
-- "5 after 3" → task 5 depends on task 3
-
-## Execution
-
-```bash
-task-master add-dependency --id=<task-id> --depends-on=<dependency-id>
-```
-
-## Validation
-
-Before adding:
-1. **Verify both tasks exist**
-2. **Check for circular dependencies**
-3. **Ensure dependency makes logical sense**
-4. **Warn if creating complex chains**
-
-## Smart Features
-
-- Detect if dependency already exists
-- Suggest related dependencies
-- Show impact on task flow
-- Update task priorities if needed
-
-## Post-Addition
-
-After adding dependency:
-1. Show updated dependency graph
-2. Identify any newly blocked tasks
-3. Suggest task order changes
-4. Update project timeline
-
-## Example Flows
-
-```
-/taskmaster:add-dependency 5 needs 3
-→ Task #5 now depends on Task #3
-→ Task #5 is now blocked until #3 completes
-→ Suggested: Also consider if #5 needs #4
-```