go_import 3.0.42 → 4.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -58,11 +58,11 @@ def convert_source
58
58
  end
59
59
  end
60
60
 
61
- if defined?(NOTE_SHEET)
62
- if excel_workbook.has_sheet?(NOTE_SHEET)
63
- note_rows = excel_workbook.rows_for_sheet NOTE_SHEET
61
+ if defined?(HISTORY_SHEET)
62
+ if excel_workbook.has_sheet?(HISTORY_SHEET)
63
+ history_rows = excel_workbook.rows_for_sheet HISTORY_SHEET
64
64
  else
65
- puts "WARNING: can't find sheet '#{NOTE_SHEET}'"
65
+ puts "WARNING: can't find sheet '#{HISTORY_SHEET}'"
66
66
  end
67
67
  end
68
68
 
@@ -83,7 +83,7 @@ def convert_source
83
83
 
84
84
  # Now start to read data from the excel file and add to the
85
85
  # rootmodel. We begin with coworkers since they are referenced
86
- # from everywhere (orgs, deals, notes)
86
+ # from everywhere (orgs, deals, histories)
87
87
  if defined?(coworker_rows) && !coworker_rows.nil?
88
88
  puts "Trying to convert coworkers..."
89
89
  coworker_rows.each do |row|
@@ -119,12 +119,12 @@ def convert_source
119
119
  end
120
120
  end
121
121
 
122
- # Notes must be owned by a coworker and the be added to
123
- # organizations and notes and might refernce a person
124
- if defined?(note_rows) && !note_rows.nil?
125
- puts "Trying to convert notes..."
126
- note_rows.with_progress().each do |row|
127
- rootmodel.add_note(converter.to_note(row, rootmodel))
122
+ # History must be owned by a coworker and the be added to
123
+ # organizations and histories and might refernce a person
124
+ if defined?(history_rows) && !history_rows.nil?
125
+ puts "Trying to convert histories..."
126
+ history_rows.with_progress().each do |row|
127
+ rootmodel.add_history(converter.to_history(row, rootmodel))
128
128
  end
129
129
  end
130
130
 
@@ -15,7 +15,7 @@ COWORKER_SHEET = "Medarbetare"
15
15
  ORGANIZATION_SHEET = "Företag"
16
16
  PERSON_SHEET = "Kontaktperson"
17
17
  DEAL_SHEET = "Affär"
18
- NOTE_SHEET = "Anteckningar"
18
+ HISTORY_SHEET = "Anteckningar"
19
19
  FILE_SHEET = "Dokument"
20
20
 
21
21
  # Then you need to modify the script below according to the TODO
@@ -143,19 +143,19 @@ class Converter
143
143
  return person
144
144
  end
145
145
 
146
- def to_note(row, rootmodel)
147
- note = GoImport::Note.new()
146
+ def to_history(row, rootmodel)
147
+ history = GoImport::History.new()
148
148
 
149
149
  # *** TODO:
150
150
  #
151
- # Set note properties from the row.
151
+ # Set history properties from the row.
152
152
 
153
- note.organization = rootmodel.find_organization_by_integration_id(row['ID'])
154
- note.created_by = rootmodel.find_coworker_by_integration_id(row['Skapad av'])
155
- note.text = row['Text']
156
- note.date = row['Skapad den']
153
+ history.organization = rootmodel.find_organization_by_integration_id(row['ID'])
154
+ history.created_by = rootmodel.find_coworker_by_integration_id(row['Skapad av'])
155
+ history.text = row['Text']
156
+ history.date = row['Skapad den']
157
157
 
158
- return note
158
+ return history
159
159
  end
160
160
 
161
161
  def to_file(row, rootmodel)
@@ -173,15 +173,15 @@ class Converter
173
173
  # HOOKS
174
174
  #
175
175
  # Sometimes you need to add exra information to the rootmodel, this can be done
176
- # with hooks, below is an example of an organization hook that adds a note to
176
+ # with hooks, below is an example of an organization hook that adds a history to
177
177
  # an organization if a field has a specific value
178
178
  #def organization_hook(row, organization, rootmodel)
179
179
  # if not row['fieldname'].empty?
180
- # note = GoImport::Note.new
181
- # note.text = row['fieldname']
182
- # note.organization = organization
183
- # note.created_by = rootmodel.import_coworker
184
- # rootmodel.add_note(note)
180
+ # history = GoImport::History.new
181
+ # history.text = row['fieldname']
182
+ # history.organization = organization
183
+ # history.created_by = rootmodel.import_coworker
184
+ # rootmodel.add_history(history)
185
185
  # end
186
186
  #end
187
187
 
@@ -57,11 +57,11 @@ def convert_source
57
57
  end
58
58
  end
59
59
 
60
- if defined?(NOTE_SHEET)
61
- if excel_workbook.has_sheet?(NOTE_SHEET)
62
- note_rows = excel_workbook.rows_for_sheet NOTE_SHEET
60
+ if defined?(HISTORY_SHEET)
61
+ if excel_workbook.has_sheet?(HISTORY_SHEET)
62
+ history_rows = excel_workbook.rows_for_sheet HISTORY_SHEET
63
63
  else
64
- puts "WARNING: can't find sheet '#{NOTE_SHEET}'"
64
+ puts "WARNING: can't find sheet '#{HISTORY_SHEET}'"
65
65
  end
66
66
  end
67
67
 
@@ -82,7 +82,7 @@ def convert_source
82
82
 
83
83
  # Now start to read data from the excel file and add to the
84
84
  # rootmodel. We begin with coworkers since they are referenced
85
- # from everywhere (orgs, deals, notes)
85
+ # from everywhere (orgs, deals, histories)
86
86
  if defined?(coworker_rows) && !coworker_rows.nil?
87
87
  puts "Trying to convert coworkers..."
88
88
  coworker_rows.each do |row|
@@ -118,12 +118,12 @@ def convert_source
118
118
  end
119
119
  end
120
120
 
121
- # Notes must be owned by a coworker and the be added to
122
- # organizations and notes and might refernce a person
123
- if defined?(note_rows) && !note_rows.nil?
124
- puts "Trying to convert notes..."
125
- note_rows.each do |row|
126
- rootmodel.add_note(converter.to_note(row, rootmodel))
121
+ # histories must be owned by a coworker and the be added to
122
+ # organizations and histories and might refernce a person
123
+ if defined?(histories_rows) && !histories_rows.nil?
124
+ puts "Trying to convert history..."
125
+ history_rows.each do |row|
126
+ rootmodel.add_history(converter.to_history(row, rootmodel))
127
127
  end
128
128
  end
129
129
 
@@ -14,7 +14,7 @@ EXCEL_FILE = "Exempelfil.xlsx"
14
14
  COWORKER_SHEET = "Medarbetare"
15
15
  ORGANIZATION_SHEET = "Företag"
16
16
  PERSON_SHEET = "Kontaktperson"
17
- NOTE_SHEET = "Anteckningar"
17
+ HISTORY_SHEET = "Anteckningar"
18
18
 
19
19
  # Then you need to modify the script below according to the TODO
20
20
  # comments.
@@ -158,18 +158,18 @@ class Converter
158
158
  return person
159
159
  end
160
160
 
161
- def to_note(row, rootmodel)
162
- note = GoImport::Note.new()
161
+ def to_history(row, rootmodel)
162
+ history = GoImport::History.new()
163
163
 
164
164
  # *** TODO:
165
165
  #
166
- # Set note properties from the row.
166
+ # Set history properties from the row.
167
167
 
168
- note.organization = rootmodel.find_organization_by_integration_id(row['Kundnummer/FöretagsID'])
169
- note.created_by = rootmodel.find_coworker_by_integration_id(row['Skapad av medarbetare'])
170
- note.text = row['Textanteckningar/Historik']
171
- note.date = row['Skapad den']
168
+ history.organization = rootmodel.find_organization_by_integration_id(row['Kundnummer/FöretagsID'])
169
+ history.created_by = rootmodel.find_coworker_by_integration_id(row['Skapad av medarbetare'])
170
+ history.text = row['Textanteckningar/Historik']
171
+ history.date = row['Skapad den']
172
172
 
173
- return note
173
+ return history
174
174
  end
175
175
  end
@@ -7,12 +7,12 @@ require_relative("../converter")
7
7
  EXPORT_FOLDER = 'export'
8
8
  COWORKER_FILE = "#{EXPORT_FOLDER}/User.txt"
9
9
  ORGANIZATION_FILE = "#{EXPORT_FOLDER}/Company.txt"
10
- ORGANIZATION_NOTE_FILE = "#{EXPORT_FOLDER}/Company-History.txt"
10
+ ORGANIZATION_HISTORY_FILE = "#{EXPORT_FOLDER}/Company-History.txt"
11
11
  ORGANIZATION_DOCUMENT_FILE = "#{EXPORT_FOLDER}/Company-Document.txt"
12
12
  PERSON_FILE = "#{EXPORT_FOLDER}/Company-Person.txt"
13
13
  INCLUDE_FILE = "#{EXPORT_FOLDER}/Project-Included.txt"
14
14
  DEAL_FILE = "#{EXPORT_FOLDER}/Project.txt"
15
- DEAL_NOTE_FILE = "#{EXPORT_FOLDER}/Project-History.txt"
15
+ DEAL_HISTORY_FILE = "#{EXPORT_FOLDER}/Project-History.txt"
16
16
  PROJECT_DOCUMENT_FILE = "#{EXPORT_FOLDER}/Project-Document.txt"
17
17
 
18
18
  def convert_source
@@ -56,10 +56,10 @@ def convert_source
56
56
  converter.to_person(person, row)
57
57
  end
58
58
 
59
- # organization notes
60
- process_rows(" - Reading Organization Notes '#{ORGANIZATION_NOTE_FILE}'", ORGANIZATION_NOTE_FILE) do |row|
59
+ # organization histories
60
+ process_rows(" - Reading Organization History '#{ORGANIZATION_HISTORY_FILE}'", ORGANIZATION_HISTORY_FILE) do |row|
61
61
  # adds itself if applicable
62
- rootmodel.add_note(to_organization_note(converter, row, rootmodel))
62
+ rootmodel.add_history(to_organization_history(converter, row, rootmodel))
63
63
  end
64
64
 
65
65
  # Organization - Deal connection
@@ -77,10 +77,10 @@ def convert_source
77
77
  rootmodel.add_deal(converter.to_deal(deal, row))
78
78
  end
79
79
 
80
- # deal notes
81
- process_rows(" - Reading Deal Notes '#{DEAL_NOTE_FILE}'", DEAL_NOTE_FILE) do |row|
80
+ # deal histories
81
+ process_rows(" - Reading Deal Histories '#{DEAL_HISTORY_FILE}'", DEAL_HISTORY_FILE) do |row|
82
82
  # adds itself if applicable
83
- rootmodel.add_note(to_deal_note(converter, row, rootmodel))
83
+ rootmodel.add_history(to_deal_history(converter, row, rootmodel))
84
84
  end
85
85
 
86
86
  # documents
@@ -152,37 +152,37 @@ end
152
152
 
153
153
  # Turns a row from the Easy exported Company-History.txt file into
154
154
  # a go_import model that is used to generate xml.
155
- def to_organization_note(converter, row, rootmodel)
155
+ def to_organization_history(converter, row, rootmodel)
156
156
  organization = rootmodel.find_organization_by_integration_id(row['idCompany'])
157
157
  coworker = rootmodel.find_coworker_by_integration_id(row['idUser'])
158
158
 
159
159
  if organization && coworker
160
- note = GoImport::Note.new()
161
- note.organization = organization
162
- note.created_by = coworker
163
- note.person = organization.find_employee_by_integration_id(row['idPerson'])
164
- note.date = row['Date']
160
+ history = GoImport::History.new()
161
+ history.organization = organization
162
+ history.created_by = coworker
163
+ history.person = organization.find_employee_by_integration_id(row['idPerson'])
164
+ history.date = row['Date']
165
165
 
166
- if converter.respond_to?(:get_note_classification_for_activity_on_company)
167
- # we will get an InvalidNoteClassificationError if we are
166
+ if converter.respond_to?(:get_history_classification_for_activity_on_company)
167
+ # we will get an InvalidHistoryClassificationError if we are
168
168
  # setting and invalid classification. So no need to verify
169
169
  # return value from converter.
170
170
  classification =
171
- converter.get_note_classification_for_activity_on_company(row['Category'])
171
+ converter.get_history_classification_for_activity_on_company(row['Category'])
172
172
 
173
173
  if classification.nil?
174
- classification = GoImport::NoteClassification::Comment
174
+ classification = GoImport::HistoryClassification::Comment
175
175
  end
176
176
 
177
- note.classification = classification
177
+ history.classification = classification
178
178
 
179
- note.text = row['History']
179
+ history.text = row['History']
180
180
  else
181
- note.classification = GoImport::NoteClassification::Comment
182
- note.text = "#{row['Category']}: #{row['History']}"
181
+ history.classification = GoImport::HistoryClassification::Comment
182
+ history.text = "#{row['Category']}: #{row['History']}"
183
183
  end
184
184
 
185
- return note.text.empty? ? nil : note
185
+ return history.text.empty? ? nil : history
186
186
  end
187
187
 
188
188
  return nil
@@ -257,7 +257,7 @@ end
257
257
 
258
258
  # Turns a row from the Easy exported Project-History.txt file into
259
259
  # a go_import model that is used to generate xml
260
- def to_deal_note(converter, row, rootmodel)
260
+ def to_deal_history(converter, row, rootmodel)
261
261
  # TODO: This could be improved to read a person from an
262
262
  # organization connected to this deal if any, but since it is
263
263
  # a many to many connection between organizations and deals
@@ -266,34 +266,34 @@ def to_deal_note(converter, row, rootmodel)
266
266
  coworker = rootmodel.find_coworker_by_integration_id(row['idUser'])
267
267
 
268
268
  if deal && coworker
269
- note = GoImport::Note.new()
270
- note.deal = deal
271
- note.created_by = coworker
272
- note.date = row['Date']
269
+ history = GoImport::History.new()
270
+ history.deal = deal
271
+ history.created_by = coworker
272
+ history.date = row['Date']
273
273
  # Raw history looks like this <category>: <person>: <text>
274
- note.text = row['RawHistory']
274
+ history.text = row['RawHistory']
275
275
 
276
- if converter.respond_to?(:get_note_classification_for_activity_on_project)
277
- # we will get an InvalidNoteClassificationError if we are
276
+ if converter.respond_to?(:get_history_classification_for_activity_on_project)
277
+ # we will get an InvalidHistoryClassificationError if we are
278
278
  # setting and invalid classification. So no need to verify
279
279
  # return value from converter.
280
280
 
281
281
  classification =
282
- converter.get_note_classification_for_activity_on_project(row['Category'])
282
+ converter.get_history_classification_for_activity_on_project(row['Category'])
283
283
 
284
284
  if classification.nil?
285
- classification = GoImport::NoteClassification::Comment
285
+ classification = GoImport::HistoryClassification::Comment
286
286
  end
287
287
 
288
- note.classification = classification
289
- note.text = row['RawHistory'].to_s.sub("#{row['Category']}:", "")
288
+ history.classification = classification
289
+ history.text = row['RawHistory'].to_s.sub("#{row['Category']}:", "")
290
290
  else
291
- note.classification = GoImport::NoteClassification::Comment
292
- note.text = row['RawHistory']
291
+ history.classification = GoImport::HistoryClassification::Comment
292
+ history.text = row['RawHistory']
293
293
  end
294
294
 
295
295
 
296
- return note.text.empty? ? nil : note
296
+ return history.text.empty? ? nil : history
297
297
  end
298
298
 
299
299
  return nil
@@ -338,11 +338,11 @@ end
338
338
  def make_sure_database_has_been_exported()
339
339
  return File.exists?(COWORKER_FILE) &&
340
340
  File.exists?(ORGANIZATION_FILE) &&
341
- File.exists?(ORGANIZATION_NOTE_FILE) &&
341
+ File.exists?(ORGANIZATION_HISTORY_FILE) &&
342
342
  File.exists?(ORGANIZATION_DOCUMENT_FILE) &&
343
343
  File.exists?(PERSON_FILE) &&
344
344
  File.exists?(INCLUDE_FILE) &&
345
345
  File.exists?(DEAL_FILE) &&
346
- File.exists?(DEAL_NOTE_FILE) &&
346
+ File.exists?(DEAL_HISTORY_FILE) &&
347
347
  File.exists?(PROJECT_DOCUMENT_FILE)
348
348
  end
@@ -296,45 +296,45 @@ class Converter
296
296
  return deal
297
297
  end
298
298
 
299
- def get_note_classification_for_activity_on_company(activity)
299
+ def get_history_classification_for_activity_on_company(activity)
300
300
  # When notes are added to LIME Go this method is called for
301
301
  # every note that is connected to a company in LIME Easy. The
302
302
  # note's activity from LIME Easy is supplied as an argument
303
303
  # and this method should return a classification for the note
304
304
  # in LIME Go. The return value must be a value from the
305
- # GoImport::NoteClassification enum. If no classification is
305
+ # GoImport::HistoryClassification enum. If no classification is
306
306
  # return the note will get the default classification 'Comment'
307
307
 
308
308
  # case activity
309
309
  # when 'SalesCall'
310
- # classification = GoImport::NoteClassification::SalesCall
310
+ # classification = GoImport::HistoryClassification::SalesCall
311
311
  # when 'Customer Visit'
312
- # classification = GoImport::NoteClassification::ClientVisit
312
+ # classification = GoImport::HistoryClassification::ClientVisit
313
313
  # when 'No answer'
314
- # classification = GoImport::NoteClassification::TriedToReach
314
+ # classification = GoImport::HistoryClassification::TriedToReach
315
315
  # else
316
- # classification = GoImport::NoteClassification::Comment
316
+ # classification = GoImport::HistoryClassification::Comment
317
317
  # end
318
318
 
319
319
  # return classification
320
320
  end
321
321
 
322
- def get_note_classification_for_activity_on_project(activity)
323
- # When notes are added to LIME Go this method is called for
324
- # every note that is connected to a project in LIME Easy. The
325
- # note's activity from LIME Easy is supplied as an argument
326
- # and this method should return a classification for the note
322
+ def get_history_classification_for_activity_on_project(activity)
323
+ # When histories are added to LIME Go this method is called for
324
+ # every history that is connected to a project in LIME Easy. The
325
+ # histories activity from LIME Easy is supplied as an argument
326
+ # and this method should return a classification for the history
327
327
  # in LIME Go. The return value must be a value from the
328
- # GoImport::NoteClassification enum. If no classification is
329
- # return the note will get the default classification 'Comment'
328
+ # GoImport::HistoryClassification enum. If no classification is
329
+ # return the history will get the default classification 'Comment'
330
330
 
331
331
  # case activity
332
332
  # when 'Installation'
333
- # classification = GoImport::NoteClassification::ClientVisit
333
+ # classification = GoImport::HistoryClassification::ClientVisit
334
334
  # when 'No answer'
335
- # classification = GoImport::NoteClassification::TriedToReach
335
+ # classification = GoImport::HistoryClassification::TriedToReach
336
336
  # else
337
- # classification = GoImport::NoteClassification::Comment
337
+ # classification = GoImport::HistoryClassification::Comment
338
338
  # end
339
339
 
340
340
  # return classification
@@ -345,15 +345,15 @@ class Converter
345
345
  # HOOKS
346
346
  #
347
347
  # Sometimes you need to add exra information to the rootmodel, this can be done
348
- # with hooks, below is an example of an organization hook that adds a note to
348
+ # with hooks, below is an example of an organization hook that adds a history to
349
349
  # an organization if a field has a specific value
350
350
  #def organization_hook(row, organization, rootmodel)
351
351
  # if not row['fieldname'].empty?
352
- # note = GoImport::Note.new
353
- # note.text = row['fieldname']
354
- # note.organization = organization
355
- # note.created_by = rootmodel.import_coworker
356
- # rootmodel.add_note(note)
352
+ # history = GoImport::History.new
353
+ # history.text = row['fieldname']
354
+ # history.organization = organization
355
+ # history.created_by = rootmodel.import_coworker
356
+ # rootmodel.add_history(history)
357
357
  # end
358
358
  #end
359
359
 
@@ -132,15 +132,15 @@ def convert_source
132
132
  puts "Deals are not imported. To enable set IMPORT_DEALS = true in converter.rb."
133
133
  end
134
134
 
135
- if defined?(IMPORT_NOTES) && IMPORT_NOTES == true
135
+ if defined?(IMPORT_HISTORY) && IMPORT_HISTORY == true
136
136
  con.fetch_data 'history' do |row|
137
- note = converter.to_note(init_note(row, con.get_class_by_name('history'), rootmodel), row)
138
- #if !note.organization.nil? || !note.person.nil?
139
- rootmodel.add_note(note)
137
+ history = converter.to_history(init_history(row, con.get_class_by_name('history'), rootmodel), row)
138
+ #if !history.organization.nil? || !history.person.nil?
139
+ rootmodel.add_history(history)
140
140
  #end
141
141
  end
142
142
  else
143
- puts "Notes/history is not imported. To enable set IMPORT_NOTES = true in converter.rb."
143
+ puts "History is not imported. To enable set IMPORT_HISTORY = true in converter.rb."
144
144
  end
145
145
 
146
146
  """
@@ -258,27 +258,27 @@ def init_deal(row, table, rootmodel)
258
258
  return deal
259
259
  end
260
260
 
261
- def init_note(row, table, rootmodel)
262
- note = GoImport::Note.new
261
+ def init_history(row, table, rootmodel)
262
+ history = GoImport::History.new
263
263
 
264
- note.integration_id = row['idhistory'].to_s
264
+ history.integration_id = row['idhistory'].to_s
265
265
 
266
- coworker = rootmodel.find_coworker_by_integration_id(row[NOTE_COWORKER_FIELD].to_s)
267
- note.created_by = coworker if coworker
266
+ coworker = rootmodel.find_coworker_by_integration_id(row[HISTORY_COWORKER_FIELD].to_s)
267
+ history.created_by = coworker if coworker
268
268
 
269
- organization = rootmodel.find_organization_by_integration_id(row[NOTE_COMPANY_FIELD].to_s)
270
- note.organization = organization if organization
269
+ organization = rootmodel.find_organization_by_integration_id(row[HISTORY_COMPANY_FIELD].to_s)
270
+ history.organization = organization if organization
271
271
 
272
- person = rootmodel.find_person_by_integration_id(row[NOTE_PERSON_FIELD].to_s)
273
- note.person = person if person
272
+ person = rootmodel.find_person_by_integration_id(row[HISTORY_PERSON_FIELD].to_s)
273
+ history.person = person if person
274
274
 
275
- deal = rootmodel.find_deal_by_integration_id(row[NOTE_DEAL_FIELD].to_s)
276
- note.deal = deal if deal
275
+ deal = rootmodel.find_deal_by_integration_id(row[HISTORY_DEAL_FIELD].to_s)
276
+ history.deal = deal if deal
277
277
 
278
- note.text = table.get_value_for_field_with_label(row, FieldLabel::Notes)
279
- note.date = table.get_value_for_field_with_label(row, FieldLabel::StartDate)
278
+ history.text = table.get_value_for_field_with_label(row, FieldLabel::historys)
279
+ history.date = table.get_value_for_field_with_label(row, FieldLabel::StartDate)
280
280
 
281
- return note
281
+ return history
282
282
  end
283
283
 
284
284
 
@@ -55,11 +55,11 @@ DEAL_COMPANY_FIELD = 'company'
55
55
  # Notes
56
56
  # Set if notes should be imported and name of relationfields.
57
57
  # Defaults should work well
58
- IMPORT_NOTES = true
59
- NOTE_COWORKER_FIELD = 'coworker'
60
- NOTE_COMPANY_FIELD = 'company'
61
- NOTE_PERSON_FIELD = 'person'
62
- NOTE_DEAL_FIELD = 'business'
58
+ IMPORT_HISTORY = true
59
+ HISTORY_COWORKER_FIELD = 'coworker'
60
+ HISTORY_COMPANY_FIELD = 'company'
61
+ HISTORY_PERSON_FIELD = 'person'
62
+ HISTORY_DEAL_FIELD = 'business'
63
63
 
64
64
  ############################################################################
65
65
 
@@ -325,7 +325,7 @@ class Converter
325
325
  end
326
326
 
327
327
  # Reads a row from the History table
328
- # and ads custom fields to the go_import note.
328
+ # and ads custom fields to the go_import history.
329
329
 
330
330
  # NOTE!!! You should customize this method to include
331
331
  # and transform the fields you want to import to LIME Go.
@@ -334,26 +334,26 @@ class Converter
334
334
  # Sometimes it's enough to uncomment some code and
335
335
  # change the row name but in most cases you need to
336
336
  # do some thinking of your own.
337
- def to_note(note, row)
337
+ def to_history(history, row)
338
338
 
339
- # note.text = row['text']
339
+ # history.text = row['text']
340
340
 
341
- # Set the note classification. The value must be a value from the
342
- # GoImport::NoteClassification enum. If no classification is
343
- # set the note will get the default classification 'Comment'
341
+ # Set the history classification. The value must be a value from the
342
+ # GoImport::HistoryClassification enum. If no classification is
343
+ # set the history will get the default classification 'Comment'
344
344
 
345
345
  # case row['type']
346
346
  # when 'Sales call'
347
- # note.classification = GoImport::NoteClassification::SalesCall
347
+ # history.classification = GoImport::HistoryClassification::SalesCall
348
348
  # when 'Customer Visit'
349
- # note.classification = GoImport::NoteClassification::ClientVisit
349
+ # history.classification = GoImport::historyClassification::ClientVisit
350
350
  # when 'No answer'
351
- # note.classification = GoImport::NoteClassification::TriedToReach
351
+ # history.classification = GoImport::HistoryClassification::TriedToReach
352
352
  # else
353
- # note.classification = GoImport::NoteClassification::Comment
353
+ # history.classification = GoImport::HistoryClassification::Comment
354
354
  # end
355
355
 
356
- return note
356
+ return history
357
357
  end
358
358
 
359
359
 
@@ -380,15 +380,15 @@ class Converter
380
380
  # HOOKS
381
381
  #
382
382
  # Sometimes you need to add exra information to the rootmodel, this can be done
383
- # with hooks, below is an example of an organization hook that adds a note to
383
+ # with hooks, below is an example of an organization hook that adds a history to
384
384
  # an organization if a field has a specific value
385
385
  #def organization_hook(row, organization, rootmodel)
386
386
  # if not row['fieldname'].empty?
387
- # note = GoImport::Note.new
388
- # note.text = row['fieldname']
389
- # note.organization = organization
390
- # note.created_by = rootmodel.import_coworker
391
- # rootmodel.add_note(note)
387
+ # history = GoImport::History.new
388
+ # history.text = row['fieldname']
389
+ # history.organization = organization
390
+ # history.created_by = rootmodel.import_coworker
391
+ # rootmodel.add_history(history)
392
392
  # end
393
393
  #end
394
394
 
@@ -267,25 +267,25 @@ def to_deal(row, rootmodel, converter)
267
267
  return deal
268
268
  end
269
269
 
270
- def to_note(row, rootmodel)
270
+ def to_history(row, rootmodel)
271
271
  if row['IsDeleted'] != '0'
272
272
  return nil
273
273
  end
274
274
 
275
- note = GoImport::Note.new
275
+ history = GoImport::History.new
276
276
 
277
- note.integration_id = row['Id']
278
- note.text = row['Title'] + ' ' + row['Body']
277
+ history.integration_id = row['Id']
278
+ history.text = row['Title'] + ' ' + row['Body']
279
279
 
280
- note.date = row['CreatedDate']
280
+ history.date = row['CreatedDate']
281
281
 
282
- note.created_by = rootmodel.find_coworker_by_integration_id(row['CreatedById'])
283
- note.organization = rootmodel.find_organization_by_integration_id(row['AccountId'])
282
+ history.created_by = rootmodel.find_coworker_by_integration_id(row['CreatedById'])
283
+ history.organization = rootmodel.find_organization_by_integration_id(row['AccountId'])
284
284
 
285
285
  # TODO: we should probably set the classification in the same was
286
286
  # a a deal's status is set.
287
287
 
288
- return note
288
+ return history
289
289
  end
290
290
 
291
291
  def add_opportunity_stages_as_deal_status_to_model(rootmodel)
@@ -389,9 +389,9 @@ def convert_source
389
389
  rootmodel.add_deal(to_deal(row, rootmodel, converter))
390
390
  end
391
391
 
392
- puts "Trying to import notes..."
392
+ puts "Trying to import history..."
393
393
  process_rows(NOTE_FILE) do |row|
394
- rootmodel.add_note(to_note(row, rootmodel))
394
+ rootmodel.add_history(to_history(row, rootmodel))
395
395
  end
396
396
  end
397
397
 
@@ -98,15 +98,15 @@ class Converter
98
98
  # HOOKS
99
99
  #
100
100
  # Sometimes you need to add exra information to the rootmodel, this can be done
101
- # with hooks, below is an example of an organization hook that adds a note to
101
+ # with hooks, below is an example of an organization hook that adds a history to
102
102
  # an organization if a field has a specific value
103
103
  #def organization_hook(row, organization, rootmodel)
104
104
  # if not row['fieldname'].empty?
105
- # note = GoImport::Note.new
106
- # note.text = row['fieldname']
107
- # note.organization = organization
108
- # note.created_by = rootmodel.import_coworker
109
- # rootmodel.add_note(note)
105
+ # history = GoImport::History.new
106
+ # history.text = row['fieldname']
107
+ # history.organization = organization
108
+ # history.created_by = rootmodel.import_coworker
109
+ # rootmodel.add_history(history)
110
110
  # end
111
111
  #end
112
112