datashift 0.1.0 → 0.2.1
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- data/.document +5 -5
- data/LICENSE.txt +26 -26
- data/README.markdown +305 -303
- data/README.rdoc +19 -19
- data/Rakefile +93 -93
- data/VERSION +1 -1
- data/datashift-0.1.0.gem +0 -0
- data/datashift.gemspec +152 -136
- data/lib/applications/jruby/jexcel_file.rb +408 -408
- data/lib/applications/jruby/word.rb +79 -79
- data/lib/datashift.rb +152 -152
- data/lib/datashift/exceptions.rb +11 -11
- data/lib/datashift/file_definitions.rb +353 -353
- data/lib/datashift/mapping_file_definitions.rb +87 -87
- data/lib/datashift/method_detail.rb +275 -275
- data/lib/datashift/method_dictionary.rb +209 -209
- data/lib/datashift/method_mapper.rb +90 -90
- data/lib/generators/csv_generator.rb +36 -36
- data/lib/generators/excel_generator.rb +122 -122
- data/lib/generators/generator_base.rb +13 -13
- data/lib/helpers/core_ext/to_b.rb +24 -24
- data/lib/helpers/spree_helper.rb +153 -155
- data/lib/java/poi-3.7/LICENSE +507 -507
- data/lib/java/poi-3.7/NOTICE +21 -21
- data/lib/java/poi-3.7/RELEASE_NOTES.txt +115 -115
- data/lib/loaders/csv_loader.rb +98 -98
- data/lib/loaders/excel_loader.rb +155 -155
- data/lib/loaders/loader_base.rb +420 -420
- data/lib/loaders/spreadsheet_loader.rb +136 -136
- data/lib/loaders/spree/image_loader.rb +63 -64
- data/lib/loaders/spree/product_loader.rb +248 -250
- data/public/spree/products/large/DEMO_001_ror_bag.jpeg +0 -0
- data/public/spree/products/large/DEMO_002_Powerstation.jpg +0 -0
- data/public/spree/products/large/DEMO_003_ror_mug.jpeg +0 -0
- data/public/spree/products/mini/DEMO_001_ror_bag.jpeg +0 -0
- data/public/spree/products/mini/DEMO_002_Powerstation.jpg +0 -0
- data/public/spree/products/mini/DEMO_003_ror_mug.jpeg +0 -0
- data/public/spree/products/original/DEMO_001_ror_bag.jpeg +0 -0
- data/public/spree/products/original/DEMO_002_Powerstation.jpg +0 -0
- data/public/spree/products/original/DEMO_003_ror_mug.jpeg +0 -0
- data/public/spree/products/product/DEMO_001_ror_bag.jpeg +0 -0
- data/public/spree/products/product/DEMO_002_Powerstation.jpg +0 -0
- data/public/spree/products/product/DEMO_003_ror_mug.jpeg +0 -0
- data/public/spree/products/small/DEMO_001_ror_bag.jpeg +0 -0
- data/public/spree/products/small/DEMO_002_Powerstation.jpg +0 -0
- data/public/spree/products/small/DEMO_003_ror_mug.jpeg +0 -0
- data/spec/csv_loader_spec.rb +30 -30
- data/spec/datashift_spec.rb +26 -26
- data/spec/db/migrate/20110803201325_create_test_bed.rb +85 -85
- data/spec/excel_exporter_spec.rb +78 -78
- data/spec/excel_generator_spec.rb +78 -78
- data/spec/excel_loader_spec.rb +223 -223
- data/spec/file_definitions.rb +141 -141
- data/spec/fixtures/ProjectsDefaults.yml +29 -29
- data/spec/fixtures/config/database.yml +27 -24
- data/spec/fixtures/datashift_Spree_db.sqlite +0 -0
- data/spec/fixtures/interact_models_db.sqlite +0 -0
- data/spec/fixtures/negative/SpreeProdMiss1Mandatory.csv +4 -4
- data/spec/fixtures/negative/SpreeProdMissManyMandatory.csv +4 -4
- data/spec/fixtures/spree/SpreeProducts.csv +4 -4
- data/spec/fixtures/spree/SpreeProductsMultiColumn.csv +4 -4
- data/spec/fixtures/spree/SpreeProductsSimple.csv +4 -4
- data/spec/fixtures/spree/SpreeProductsWithImages.csv +4 -0
- data/spec/fixtures/spree/SpreeZoneExample.csv +5 -5
- data/spec/fixtures/test_model_defs.rb +57 -57
- data/spec/loader_spec.rb +120 -120
- data/spec/method_dictionary_spec.rb +242 -242
- data/spec/method_mapper_spec.rb +41 -41
- data/spec/spec_helper.rb +116 -116
- data/spec/spree_generator_spec.rb +64 -64
- data/spec/spree_loader_spec.rb +324 -327
- data/spec/spree_method_mapping_spec.rb +214 -214
- data/tasks/config/seed_fu_product_template.erb +15 -15
- data/tasks/config/tidy_config.txt +12 -12
- data/tasks/db_tasks.rake +65 -65
- data/tasks/excel_generator.rake +78 -78
- data/tasks/file_tasks.rake +36 -36
- data/tasks/import/csv.rake +49 -49
- data/tasks/import/excel.rake +71 -71
- data/tasks/spree/image_load.rake +108 -108
- data/tasks/spree/product_loader.rake +43 -43
- data/tasks/word_to_seedfu.rake +166 -166
- data/test/helper.rb +18 -18
- data/test/test_interact.rb +7 -7
- metadata +22 -3
- data/spec/fixtures/interact_spree_db.sqlite +0 -0
data/.document
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== DataShift
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## License
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Copyright:: (c) Autotelik Media Ltd 2011
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Author :: Tom Statter
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Date :: Sept 2011
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The MIT License
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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The above copyright notice and this permission notice shall be included in
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all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
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== DataShift
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## License
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Copyright:: (c) Autotelik Media Ltd 2011
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Author :: Tom Statter
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Date :: Sept 2011
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The MIT License
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in
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all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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data/README.markdown
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## DataShift
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Provides tools to shift data between Ruby, external applications, files and ActiveRecord.
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### Features
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Map Active Record models and associations to files, generate sample templates.
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Import and Export ActiveRecord models through .xls or CSV files, including
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all associations and with configurable defaults.
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Create, parse and use Excel/OpenOffice (.xls) documents dynamically from Ruby.
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1
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## DataShift
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2
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Provides tools to shift data between Ruby, external applications, files and ActiveRecord.
|
4
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+
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5
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+
### Features
|
6
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+
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7
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Map Active Record models and associations to files, generate sample templates.
|
8
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+
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9
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Import and Export ActiveRecord models through .xls or CSV files, including
|
10
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all associations and with configurable defaults.
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11
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+
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12
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Create, parse and use Excel/OpenOffice (.xls) documents dynamically from Ruby.
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Easily extendable Loader functionality to deal with non trivial import cases, such
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as complex association lookups.
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High level rake tasks for import/export provided.
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Specific loaders and rake tasks for Spree E-Commerce, enabling import/export of all data including Products with
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complex associations such as Properties/Taxons/Options/Variants and Images.
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Specific loaders and rake tasks provided out the box for Spree E-Commerce,
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enabling import/export of all data including Products with complex associations such as Options/Variants and Images.
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Many example Spreadsheets in spec/fixtures, fully documented with comments for each column.
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## Installation
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Add gem 'datashift' to your Gemfile/bundle, or install the latest gem as usual :
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`gem install datashift`
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To use :
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gem 'datashift'
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require 'datashift'
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To pull the tasks in, add this call to your Rakefile :
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DataShift::load_tasks
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N.B - To use the Excel loader, OLE and Excel are NOT required, however
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JRuby is required, since it uses Java's Apache POI under the hood to process .xls files.
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Guards are provided, and used internally, for mixed Ruby setups. Can be used like :
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if(DataShift::Guards::jruby? )
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..do something with Excel
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else
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..do something with CSV
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end
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## Active Record - Import/Export
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Provides high level rake tasks for importing data via ActiveRecord models into a DB,
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from various sources, currently csv or .xls files (Excel/Open Office)
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jruby -S rake datashift:import:excel model=BlogPost input=BlogPostImport.xls verbose=true
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Provides high level rake tasks for exporting data to various sources, currently .xls files (Excel/Open Office)
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jruby -S rake datashift:export:excel model=BlogPost result=BlogExport.xls
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The library can be easily extended with Loaders to deal with non trivial cases,
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for example when multiple lookups required to find right association.
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Spree loaders are an example, these illustrate over riding processing for specific columns with
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complicated lookup requirements.
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A core feature of DataShift is the MethodDictionary and MethodMapper, which provides features for collecting
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reflection information from ActiveRecord models (all different associations, including join tables with many-to-many relationships).
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A full picture of all possible operations on a class can be created very easily, for example ona Blog model :
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MethodDictionary.find_operators( Blog )
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This then allows Import/Export to be achieved, by mapping the file's header and column data to the found operators
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i.e. the methods to set data on model's attributes and associations.
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Here we retrieve the method details for a column name from a file, "Blog Date"
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MethodDictionary.find_method_detail( Blog, "Blog Date" )
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Loaders can use this method lookup functionality, to find the correct association for a column heading,
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and populate AR object with row data.
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This means data can be mapped to any model without any further coding. Generators are also supplied to export
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a models attributes and associations to files, thus providing template spreadsheets that any user can fill out.
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+
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MethodMapper also stores column type information so the raw file data can be provided as is,
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and whenever possible, under the bonnet the data will be cast to correct DB type.
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Here we show how a column name from a file, "Blog Date", can be mapped to Assign a stringified date, to the blog_date column, on a new Blog object :
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MethodDictionary.find_method_detail( Blog, "Blog Date" ).assign( Blog.new, "Sat Jul 23 2011" )
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Because it's based on reflection against the model, can build complex relationships between tables during import/export,
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and extending data files with new columns need not require any additional Ruby coding.
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New columns can simply be added to the Excel/Open Office spreadsheet, or CSV file, setting the new
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attribute or association name in the header row.
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+
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The Loader attempts to handle various human read-able forms of column names.
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For example, given an association on the model called, product_properties, will successfully load
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from columns with headings such as 'product_properties', 'Product Properties', 'ProductProperties' 'product properties' etc
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For has_many associations, either multiple columns can be used,
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or multiple values can be specified in a single column using suitable delimiters.
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+
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Modular - so complex associations/mappings that require non generic lookups, can be handled by extending the loader engine.
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+
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Original focus was on support for the Open Source Spree e-commerce project, so includes specific loaders and rake tasks
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for loading Spree Products, and associated data such as Product Variants, and Images.
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+
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## Template Generation and Export
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Template generation tasks can be used to export a model's definition as column headings to CSV or .xls.
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These can be provided to developers or business users, as a template for data collection and then loading.
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+
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Export tasks can be used to export of a model's definition and any existing data stored in the database.
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+
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This data can be exported directly to CSV or Excel/OpenOffice spreadsheets.
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+
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+
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## Example Spreadsheets
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+
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A number of example Spreadsheets with headers and comments, can be found in the spec/fixtures directory.
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+
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Extensive Spree samples - including .xls and csv versions for simple Products or complex Products with multiple
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taxons, variants properties etc - can be found in the spec/fixtures/spree subdirectory.
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Column headings contain comments with full descriptions and instructions on syntax.
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+
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+
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## Features
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- *High level wrappers around applications including Excel and Word
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Quickly and easily access common enterprise applications through Ruby
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+
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Wrapper around MS Excel File format, acheived via Apache POI under JRuby, so not restricted to Windows
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and Excel does not need to be installed.
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+
|
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The required POI jars are already included.
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+
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- *Direct Excel export*
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+
|
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+
Excel/OpenOffice spreadsheets are heavily used in many sectors, so direct support makes it
|
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easier and quicker to migrate your client's data into a Rails/ActiveRecord project.
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+
|
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No need to save to CSV or map to YAML.
|
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+
|
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- *Semi-Smart Name Lookup*
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+
|
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Includes helper classes that find and store details of all possible associations on an AR class.
|
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+
Given a user supplied name, attempts to find the requested association.
|
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+
|
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+
Example usage, load from a file or spreadsheet where the column names are only
|
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|
+
an approximation of the actual associations, so given 'Product Properties' heading,
|
164
|
+
finds real association 'product_properties' to send or call on the AR object
|
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|
+
|
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|
+
- *Associations*
|
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|
+
|
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+
Can handle 'belongs_to, 'has_many' and 'has_one' associations, including assignment of multiple objects
|
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+
via either multiple columns, or via specially delimited entry in a single (column). See Details section.
|
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+
|
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+
Supports delegated attributes.
|
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+
|
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+
- *Rake Tasks*
|
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|
+
|
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|
+
High level Rake tasks are provided, only required to supply model class, and file location :
|
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|
+
|
177
|
+
jruby -S rake datashift:import:excel model=MusicTrack input=MyTrackListing.xls
|
178
|
+
|
179
|
+
|
180
|
+
- *Spree Rake Tasks*
|
181
|
+
|
182
|
+
Spree's product associations are non trivial so specific Rake tasks are also provided for loading Spree Producta
|
183
|
+
with all associations and Image loading.
|
184
|
+
|
185
|
+
jruby -S rake datashift:spree:products input=C:\MyProducts.xls
|
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|
+
|
187
|
+
|
188
|
+
- *Seamless Spree Image loading can be achieved by ensuring SKU or class Name features in Image filename.
|
189
|
+
|
190
|
+
Lookup is performed either via the SKU being prepended to the image name, or by the image name being equal to the **name attribute** of the klass in question.
|
191
|
+
|
192
|
+
Images can be attached to any class defined with a suitable association. The class to use can be configured in rake task via
|
193
|
+
parameter klass=Xyz.
|
194
|
+
|
195
|
+
In the Spree tasks, this defaults to Product, so attempts to attach Image to a Product via Product SKU or Name.
|
196
|
+
|
197
|
+
Image loading **does not** specifically require JRuby
|
198
|
+
|
199
|
+
A report is generated in the current working directory detailing any Images in the paths that could not be matched with a Product.
|
200
|
+
|
201
|
+
rake datashift:spree:images input=C:\images\product_images skip_if_no_assoc=true
|
202
|
+
|
203
|
+
rake datashift:spree:images input=C:\images\taxon_icons skip_if_no_assoc=true klass=Taxon
|
204
|
+
|
205
|
+
## Import to Active Record
|
206
|
+
|
207
|
+
### Associations
|
208
|
+
|
209
|
+
To perform a lookup for an associated model, the primary column(s) must be supplied, along with required select values for those columns.
|
210
|
+
|
211
|
+
A single association column can contain multiple name/value sets, in string form :
|
212
|
+
|
213
|
+
column:lookup_key_1, lookup_key_2,...
|
214
|
+
|
215
|
+
So if our Project model has many Categories, we can supply a Category list, which is keyed on the column Category.reference with :
|
216
|
+
|
217
|
+
|Categories|
|
218
|
+
|
219
|
+
reference:category_001,category_002
|
220
|
+
|
221
|
+
During loading, a call to find_all_by_reference will be made, picking up the 2 categories with matching references,
|
222
|
+
and our Project model will contain those two i.e project.categories = [category_002,category_003]
|
223
|
+
|
224
|
+
## Spree Suppprt
|
225
|
+
|
226
|
+
### OptionTypes & Variants
|
227
|
+
|
228
|
+
When loaded with the Spree specific tasks, spree specific over rides are supported, such as direct s
|
229
|
+
support for OptionTypes with values
|
230
|
+
|
231
|
+
Any 'Option Types' columns can contain the OptionType to associate with the Product, plus a selection of
|
232
|
+
appropriate OptionValues to go with that Type.
|
233
|
+
|
234
|
+
For example, in a single column/row we could supply 2 OptionTypes (named, size & colour), with a selection values
|
235
|
+
(such as small, medium etc)
|
236
|
+
|
237
|
+
'Option Types'
|
238
|
+
size:small,medium,large|colour:red,white
|
239
|
+
|
240
|
+
If no such OptionType exists, e.g size, then a new one is created with the supplied name.
|
241
|
+
|
242
|
+
Next the OptionValues are also parsed, again if no such OptionValue exists, e.g small, then a new one is created with the supplied name.
|
243
|
+
|
244
|
+
Lastly a Variant is created on each OptionValue, with price and availaable dates being copied from Master.
|
245
|
+
Currently a unique SKU is created by adding an index to the master's sku.
|
246
|
+
|
247
|
+
TODO - Enable a hash of attributes to be supplied in association columns to enable more control over creation of associated objects.
|
248
|
+
|
249
|
+
### Properties
|
250
|
+
|
251
|
+
The properties to associate with this product.
|
252
|
+
Properties are for small snippets of text, shared across many products,
|
253
|
+
and are for display purposes only.
|
254
|
+
|
255
|
+
An optional display value can be supplied to supplement the displayed text.
|
256
|
+
|
257
|
+
As for all associations can contain multiple name/value sets in default form :
|
258
|
+
|
259
|
+
Property:display_value|Property:display_value
|
260
|
+
|
261
|
+
Example - No values :
|
262
|
+
manufacturer|standard
|
263
|
+
|
264
|
+
Example - Display values :
|
265
|
+
manufacturer:somebody else plc|standard:ISOBlah21
|
266
|
+
|
267
|
+
## TODO
|
268
|
+
|
269
|
+
- Add direct Image loading to Spree i.e should be able to specify just path in a column .. "/images/red-tshirt.jpg"
|
270
|
+
|
271
|
+
- Smart sorting of column processing order ....
|
272
|
+
|
273
|
+
- Does not currently ensure mandatory columns (for valid?) processed first.
|
274
|
+
|
275
|
+
- Look at implementing import/export API using something like https://github.com/ianwhite/orm_adapter
|
276
|
+
rather than active record, so we can support additional ORMs
|
277
|
+
|
278
|
+
- Create separate Spree extension to support import/export via the admin gui
|
279
|
+
|
280
|
+
## License
|
281
|
+
|
282
|
+
Copyright:: (c) Autotelik Media Ltd 2011
|
283
|
+
|
284
|
+
Author :: Tom Statter
|
285
|
+
|
286
|
+
Date :: Dec 2011
|
287
|
+
|
288
|
+
The MIT License
|
289
|
+
|
290
|
+
Permission is hereby granted, free of charge, to any person obtaining a copy
|
291
|
+
of this software and associated documentation files (the "Software"), to deal
|
292
|
+
in the Software without restriction, including without limitation the rights
|
293
|
+
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
|
294
|
+
copies of the Software, and to permit persons to whom the Software is
|
295
|
+
furnished to do so, subject to the following conditions:
|
296
|
+
|
297
|
+
The above copyright notice and this permission notice shall be included in
|
298
|
+
all copies or substantial portions of the Software.
|
299
|
+
|
300
|
+
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
|
301
|
+
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
|
302
|
+
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
|
303
|
+
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
|
304
|
+
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
|
305
|
+
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
|
304
306
|
THE SOFTWARE.
|