go_import 3.0.3 → 3.0.4

data/bin/go-import

@@ -9,7 +9,7 @@ class GoImportCommandLine < Thor
 
     desc "about", "About go-import"
     def about()
-        puts "go-import is an import tool for LIME Go. It can take virtually any input source and create pretty looking xml-files that LIME Go likes. go-import has some predefined sources that will make it easy for you to migrate your data."
+        puts "go-import is an import tool for LIME Go. It can take virtually any input source and create import data files that LIME Go likes. go-import has some predefined sources that will make it easy for you to migrate your data."
         puts ""
     end
 
@@ -26,22 +26,14 @@ class GoImportCommandLine < Thor
         puts "\nCreate a new project with 'go-import new' with one of these sources."
     end
 
-    desc "new", "Creates a new migration project with a specifed name and source"
-    option(:project,
-           :desc => "Name of the project. The project will be created in a folder with the same name.",
-           :type => :string,
-           :required => true)
-    option(:source,
-           :desc => "Name of the source to use. Use list-sources to show available sources.",
-           :type => :string,
-           :required => true)
-    def new(project = nil, source = nil)
+    desc "new <PROJECT> <SOURCE>", "Creates a new migration project with a specifed name and source"
+    def new(project, source)
         sources = GoImport::Sources.new(source_path)
 
-        if sources.create_project_from_source(options.project, options.source)
-            puts "\nProject '#{options.project}' created from source '#{options.source}'."
-            puts "Modify the #{options.project}/converter.rb script to suit your source."
-            puts "Use 'go-import run' from the project directory to create the xml file for LIME Go."
+        if sources.create_project_from_source(project, source)
+            puts "\nProject '#{project}' created from source '#{source}'."
+            puts "Modify the #{project}/converter.rb script to suit your source."
+            puts "Use 'go-import run' from the project directory to create the zip file for LIME Go."
         end
     end
 

data/sources/easy/.go_import/runner.rb

@@ -21,6 +21,8 @@ def convert_source
         raise
     end
 
+    validate_constants()
+
     converter = Converter.new
     rootmodel = GoImport::RootModel.new
 
@@ -35,26 +37,30 @@ def convert_source
     # from everywhere....
     process_rows COWORKER_FILE do |row|
         coworkers[row['idUser']] = row['PowerSellUserID']
-        rootmodel.add_coworker(converter.to_coworker(row))
+
+        rootmodel.add_coworker(to_coworker(row))
     end
 
     # organizations
     process_rows ORGANIZATION_FILE do |row|
-        rootmodel.add_organization(converter.to_organization(row, coworkers, rootmodel))
+        organization = init_organization(row)
+        rootmodel.add_organization(
+            converter.to_organization(organization, row))
     end
 
     # persons
     # depends on organizations
     process_rows PERSON_FILE do |row|
         people[row['personIndex']] = "#{row['PowerSellReferenceID']}-#{row['PowerSellCompanyID']}"
-        # adds it self to the employer
-        converter.to_person(row, rootmodel)
+        # init method also adds the person to the employer
+        person = init_person(row, rootmodel)
+        converter.to_person(person, row)
     end
 
     # organization notes
     process_rows ORGANIZATION_NOTE_FILE do |row|
         # adds itself if applicable
-        rootmodel.add_note(converter.to_organization_note(row, coworkers, people, rootmodel))
+        rootmodel.add_note(to_organization_note(row, coworkers, people, rootmodel))
     end
 
     # Organization - Deal connection
@@ -68,23 +74,193 @@ def convert_source
     # deals can reference coworkers (responsible), organizations
     # and persons (contact)
     process_rows DEAL_FILE do |row|
-        rootmodel.add_deal(converter.to_deal(row, includes, coworkers, rootmodel))
+        deal = init_deal(row, rootmodel, includes)
+        rootmodel.add_deal(converter.to_deal(deal, row))
     end
 
     # deal notes
     process_rows DEAL_NOTE_FILE do |row|
         # adds itself if applicable
-        rootmodel.add_note(converter.to_deal_note(row, coworkers, rootmodel))
+        rootmodel.add_note(to_deal_note(row, coworkers, rootmodel))
     end
 
     # company documents
-    process_rows ORGANIZATION_DOCUMENT_FILE do |row|
-        rootmodel.add_file(converter.to_organization_document(row, coworkers, rootmodel))
+    if defined?(IMPORT_DOCUMENTS) && !IMPORT_DOCUMENTS.nil? && IMPORT_DOCUMENTS
+        process_rows ORGANIZATION_DOCUMENT_FILE do |row|
+            rootmodel.add_file(to_organization_document(row, coworkers, rootmodel))
+        end
     end
 
+
     return rootmodel
 end
 
+def to_coworker(row)
+    coworker = GoImport::Coworker.new
+    # integration_id is typically the userId in Easy
+    # Must be set to be able to import the same file more
+    # than once without creating duplicates
+    coworker.integration_id = row['PowerSellUserID']
+    coworker.parse_name_to_firstname_lastname_se(row['Name'])
+    return coworker
+end
+
+def init_organization(row)
+    organization = GoImport::Organization.new
+    # integration_id is typically the company Id in Easy
+    # Must be set to be able to import the same file more
+    # than once without creating duplicates
+    organization.integration_id = row['PowerSellCompanyID']
+
+    # Easy standard fields
+    organization.name = row['Company name']
+    organization.central_phone_number = row['Telephone']
+
+    if defined?(ORGANIZATION_RESPONSIBLE_FIELD) && !ORGANIZATION_RESPONSIBLE_FIELD.nil? && !ORGANIZATION_RESPONSIBLE_FIELD.empty?
+        # Responsible coworker for the organization.
+        # For instance responsible sales rep.
+        coworker_id = coworkers[row["idUser-#{ORGANIZATION_RESPONSIBLE_FIELD}"]]
+        organization.responsible_coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
+    end
+
+    return organization
+end
+
+def init_person(row, rootmodel)
+    person = GoImport::Person.new
+
+    # Easy standard fields created in configure method Easy
+    # persons don't have a globally unique Id, they are only
+    # unique within the scope of the company, so we combine the
+    # referenceId and the companyId to make a globally unique
+    # integration_id
+    person.integration_id = "#{row['PowerSellReferenceID']}-#{row['PowerSellCompanyID']}"
+    person.first_name = row['First name']
+    person.last_name = row['Last name']
+
+    # set employer connection
+    employer = rootmodel.find_organization_by_integration_id(row['PowerSellCompanyID'])
+    if employer
+        employer.add_employee person
+    end
+
+    return person
+end
+
+# Turns a row from the Easy exported Company-History.txt file into
+# a go_import model that is used to generate xml.
+# Uses coworkers hash to lookup coworkers to connect
+# Uses people hash to lookup persons to connect
+def to_organization_note(row, coworkers, people, rootmodel)
+    organization = rootmodel.find_organization_by_integration_id(row['PowerSellCompanyID'])
+
+    coworker_id = coworkers[row['idUser']]
+    coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
+
+    if organization && coworker
+        note = GoImport::Note.new()
+        note.organization = organization
+        note.created_by = coworker
+        note.person = organization.find_employee_by_integration_id(people[row['idPerson']])
+        note.date = row['Date']
+        note.text = "#{row['Category']}: #{row['History']}"
+
+        return note.text.empty? ? nil : note
+    end
+
+    return nil
+end
+
+def to_organization_document(row, coworkers, rootmodel)
+    file = GoImport::File.new()
+
+    file.integration_id = row['PowerSellDocumentID']
+    file.path = row['Path']
+    file.name = row['Comment']
+
+    coworker_id = coworkers[row['idUser-Created']]
+    file.created_by = rootmodel.find_coworker_by_integration_id(coworker_id)
+    file.organization = rootmodel.find_organization_by_integration_id(row['PowerSellCompanyID'])
+
+    return file
+end
+
+def init_deal(row, rootmodel, includes)
+    deal = GoImport::Deal.new
+
+    deal.integration_id = row['PowerSellProjectID']
+    deal.name = row['Name']
+    deal.description = row['Description']
+
+    if defined?(DEAL_RESPONSIBLE_FIELD) && !DEAL_RESPONSIBLE_FIELD.nil? && !DEAL_RESPONSIBLE_FIELD.empty?
+        coworker_id = coworkers[row["isUser-#{DEAL_RESPONSIBLE_FIELD}"]]
+        deal.responsible_coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
+    end
+
+    # Make the deal - organization connection
+    if includes
+        organization_id = includes[row['PowerSellProjectID']]
+        organization = rootmodel.find_organization_by_integration_id(organization_id)
+        if organization
+            deal.customer = organization
+        end
+    end
+
+    return deal
+end
+
+# Turns a row from the Easy exported Project-History.txt file into
+# a go_import model that is used to generate xml
+# Uses coworkers hash to lookup coworkers to connect
+def to_deal_note(row, coworkers, rootmodel)
+    # TODO: This could be improved to read a person from an
+    # organization connected to this deal if any, but since it is
+    # a many to many connection between organizations and deals
+    # it's not a straight forward task
+    deal = rootmodel.find_deal_by_integration_id(row['PowerSellProjectID'])
+
+    coworker_id = coworkers[row['idUser']]
+    coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
+
+    if deal && coworker
+        note = GoImport::Note.new()
+        note.deal = deal
+        note.created_by = coworker
+        note.date = row['Date']
+        # Raw history looks like this <category>: <person>: <text>
+        note.text = row['RawHistory']
+
+        return note.text.empty? ? nil : note
+    end
+
+    return nil
+end
+
+
+def validate_constants()
+    if !defined?(ORGANIZATION_RESPONSIBLE_FIELD)
+        puts "WARNING: You have not defined a resposible coworker field for organization.
+        If you don't have such a field, you can just ignore this warning.
+        Otherwise you should define 'ORGANIZATION_RESPONSIBLE_FIELD' in converter.rb
+        with the value of the field name in Easy (e.g 'Ansvarig')."
+    end
+
+    if !defined?(DEAL_RESPONSIBLE_FIELD)
+        puts "WARNING: You have not defined a resposible coworker field for deal.
+        If you don't have such a field, you can just ignore this warning.
+        Otherwise you should define 'DEAL_RESPONSIBLE_FIELD' in converter.rb
+        with the value of the field name in Easy (e.g 'Ansvarig')."
+    end
+
+    if !defined?(IMPORT_DOCUMENTS) || IMPORT_DOCUMENTS.nil? || !IMPORT_DOCUMENTS
+        puts "WARNING: You are about to run the import without documents.
+        If that is your intention then you can ignore this warning.
+        Otherwise you should define 'IMPORT_DOCUMENTS' in converter.rb
+        with the value 'true'."
+    end
+end
+
+
 def process_rows(file_name)
     data = File.open(file_name, 'r').read.encode('UTF-8',"ISO-8859-1").strip().gsub('"', '')
     data = '"' + data.gsub("\t", "\"\t\"") + '"'

data/sources/easy/converter.rb

@@ -19,9 +19,9 @@ require 'go_import'
 # Follow these steps:
 #
 # 1) Export all data from KONTAKT.mdb to a folder named Export located
-# in the folder created by go_import unpack_template. Export data
-# using the magical tool called PowerSellMigrationExport.exe that can
-# be found in K:\Lundalogik\LIME Easy\Tillbeh�r\Migrationsexport.
+# in the folder created by go_import new. Export data using the
+# magical tool called PowerSellMigrationExport.exe that can be found
+# in K:\Lundalogik\LIME Easy\Tillbeh�r\Migrationsexport.
 #
 # 2) Modify this file (the to_* methods) according to your customer's
 # KONTAKT.mdb and wishes.
@@ -34,294 +34,246 @@ require 'go_import'
 # You will get a WARNING from 'go-import run' about FILES_FOLDER has
 # not been set. You can ignore the warning since documents are
 # exported with an absolute path from LIME Easy.
-class Converter
-    # Turns a user from the User.txt Easy Export file into
-    # a go_import coworker.
-    def to_coworker(row)
-        coworker = GoImport::Coworker.new
-        # integration_id is typically the userId in Easy
-        # Must be set to be able to import the same file more
-        # than once without creating duplicates
 
-        # NOTE: You shouldn't have to modify this method
+############################################################################
+## Constants
+# Edit these constants to fit your needs
 
-        coworker.integration_id = row['PowerSellUserID']
-        coworker.parse_name_to_firstname_lastname_se(row['Name'])
+# determines if documents should be imported.
+# IMPORT_DOCUMENTS = true
+
+# set the name of the company-resposible field.
+# ORGANIZATION_RESPONSIBLE_FIELD = "Responsible"
+
+# set the name of the deal-responsible field.
+# DEAL_RESPONSIBLE_FIELD = "Responsible"
 
-        return coworker
-    end
 
-    # Turns a row from the Easy exported Company.txt file into a
-    # go_import organization.
-    def to_organization(row, coworkers, rootmodel)
-        organization = GoImport::Organization.new
-        # integration_id is typically the company Id in Easy
-        # Must be set to be able to import the same file more
-        # than once without creating duplicates
-
-        # Easy standard fields
-        organization.integration_id = row['PowerSellCompanyID']
-        organization.name = row['Company name']
-        organization.central_phone_number = row['Telephone']
-
-        # *** TODO: Customize below this line (address, superfield,
-        # relation, etc)
-
-        # NOTE!! if a bisnode-id is present maybe you want to consider
-        # not setting this (because if you set the address LIME Go
-        # will NOT automagically update the address from PAR)
-        # Addresses consists of several parts in Go. Lots of other
+class Converter
+    # Reads a row from the Easy exported Company.txt
+    # and ads custom fields to the go_import organization.
+
+    # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+    def to_organization(organization, row)
+        # Here are some standard fields that are present
+        # on a LIME Go organization and are usually represented
+        # as superfields in Easy.
+
+        # organization.email = row['e-mail']
+        # organization.organization_number = row['orgnr']
+        # organization.web_site = row['website']
+
+        ####################################################################
+        ## Bisnode ID fields
+
+        # NOTE!!! If a bisnode-id is present you dont need to set
+        # fields like address or website since they are reterived from
+        # PAR.
+
+        # bisnode_id = row['Bisnode-id']
+
+        # if bisnode_id && !bisnode_id.empty?
+        #     organization.with_source do |source|
+        #         source.par_se(bisnode_id)
+        #     end
+        # end
+
+        # If a company is missing a bisnode ID then you should do this
+        # in order to capture any possible data that is written manually
+        # on that company card.
+
+        # if bisnode_id && bisnode_id.empty?
+        #     organization.web_site = row['website']
+        # end
+
+        ####################################################################
+        # Address fields.
+        # Addresses consists of several parts in LIME Go. Lots of other
         # systems have the address all in one line, to be able to
         # match when importing it is way better to split the addresses
-        organization.with_postal_address do |address|
-            address.street = row['street']
-            address.zip_code = row['zip']
-            address.city = row['city']
-            address.location = row['location']
-        end
-
-        # Easy superfields
-
-        # Same as postal address
-        organization.with_visit_address do |addr|
-            addr.street = row['visit street']
-            addr.zip_code = row['visit zip']
-            addr.city = row['visit city']
-        end
-
-        organization.email = row['e-mail']
-        organization.organization_number = row['orgnr']
-
-        # Set Bisnode Id if present
-        bisnode_id = row['Bisnode-id']
-
-        if bisnode_id && !bisnode_id.empty?
-            organization.with_source do |source|
-                source.par_se(bisnode_id)
-            end
-        end
-
-        # Only set other Bisnode fields if the Bisnode Id is empty
-        if bisnode_id && bisnode_id.empty?
-            organization.web_site = row['website']
-        end
-
-        # Responsible coworker for the organization.
-        # For instance responsible sales rep.
-        coworker_id = coworkers[row['idUser-Responsible']]
-        organization.responsible_coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
 
+        # organization.with_postal_address do |address|
+        #     address.street = row['street']
+        #     address.zip_code = row['zip']
+        #     address.city = row['city']
+        #     address.location = row['location']
+        # end
+
+        # Same as visting address
+
+        # organization.with_visit_address do |addr|
+        #     addr.street = row['visit street']
+        #     addr.zip_code = row['visit zip']
+        #     addr.city = row['visit city']
+        # end
+
+        #####################################################################
+        ## Tags.
         # Tags are set and defined at the same place
         # Setting a tag: Imported is useful for the user
-        organization.set_tag("Imported")
 
+        # organization.set_tag("Imported")
+
+        #####################################################################
+        ## Option fields.
         # Option fields are normally translated into tags
         # The option field customer category for instance,
         # has the options "A-customer", "B-customer", and "C-customer"
-        organization.set_tag(row['customer category'])
 
-        # Relation
+        # organization.set_tag(row['customer category'])
+
+        #####################################################################
+        ## LIME Go Relation.
         # let's say that there is a option field in Easy called 'Customer relation'
         # with the options '1.Customer', '2.Prospect' '3.Partner' and '4.Lost customer'
-        if row['Customer relation'] == '1.Customer'
-            # We have made a deal with this organization.
-            organization.relation = GoImport::Relation::IsACustomer
-        elsif row['Customer relation'] == '3.Partner'
-            # We have made a deal with this organization.
-            organization.relation = GoImport::Relation::IsACustomer
-        elsif row['Customer relation'] == '2.Prospect'
-            # Something is happening with this organization, we might have
-            # booked a meeting with them or created a deal, etc.
-            organization.relation = GoImport::Relation::WorkingOnIt
-        elsif row['Customer relation'] == '4.Lost customer'
-            # We had something going with this organization but we
-            # couldn't close the deal and we don't think they will be a
-            # customer to us in the foreseeable future.
-            organization.relation = GoImport::Relation::BeenInTouch
-        else
-            organization.relation = GoImport::Relation::NoRelation
-        end
+
+        # if row['Customer relation'] == '1.Customer'
+        # We have made a deal with this organization.
+        #     organization.relation = GoImport::Relation::IsACustomer
+        # elsif row['Customer relation'] == '3.Partner'
+        # We have made a deal with this organization.
+        #     organization.relation = GoImport::Relation::IsACustomer
+        # elsif row['Customer relation'] == '2.Prospect'
+        # Something is happening with this organization, we might have
+        # booked a meeting with them or created a deal, etc.
+        #     organization.relation = GoImport::Relation::WorkingOnIt
+        # elsif row['Customer relation'] == '4.Lost customer'
+        # We had something going with this organization but we
+        # couldn't close the deal and we don't think they will be a
+        # customer to us in the foreseeable future.
+        #     organization.relation = GoImport::Relation::BeenInTouch
+        # else
+        #     organization.relation = GoImport::Relation::NoRelation
+        # end
 
         return organization
     end
 
-    # Turns a row from the Easy exported Company-Person.txt file into
-    # a go_import model that is used to generate xml
-    def to_person(row, rootmodel)
-        person = GoImport::Person.new
-
-        # Easy standard fields created in configure method Easy
-        # persons don't have a globally unique Id, they are only
-        # unique within the scope of the company, so we combine the
-        # referenceId and the companyId to make a globally unique
-        # integration_id
-        person.integration_id = "#{row['PowerSellReferenceID']}-#{row['PowerSellCompanyID']}"
-        person.first_name = row['First name']
-        person.last_name = row['Last name']
-
-        # set employer connection
-        employer = rootmodel.find_organization_by_integration_id(row['PowerSellCompanyID'])
-        if employer
-            employer.add_employee person
-        end
-
-        # *** TODO: Customize below this line (superfields, tags, etc)
-
-        # Easy superfields
-        person.direct_phone_number = row['Direktnummer']
-        person.mobile_phone_number = row['Mobil']
-        person.email = row['e-mail']
-        person.position = row['position']
-
-        # Populate a Go custom field
-        person.set_custom_value("shoe_size", row['shoe size'])
-
-        # Tags
-        person.set_tag("Imported")
-
-        # Checkbox fields
+    # Reads a row from the Easy exported Company-Person.txt
+    # and ads custom fields to the go_import organization.
+
+    # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+    def to_person(person, row)
+        ## Here are some standard fields that are present
+        # on a LIME Go person and are usually represented
+        # as superfields in Easy.
+
+        # person.direct_phone_number = row['Direktnummer']
+        # person.mobile_phone_number = row['Mobil']
+        # person.email = row['e-mail']
+        # person.position = row['position']
+
+        #####################################################################
+        ## Tags.
+        # Tags are set and defined at the same place
+        # Setting a tag: Imported is useful for the user
+
+        # person.set_tag("Imported")
+
+        #####################################################################
+        ## Checkbox fields.
+        # Checkbox fields are normally translated into tags
         # Xmas card field is a checkbox in Easy
-        if row['Xmas card'] == "1"
-            person.set_tag("Xmas card")
-        end
-
-        # Multioption fields or "Set"- fields
-        if row['intrests']
-            intrests = row['intrests'].split(';')
-            intrests.each do |intrest|
-                person.set_tag(intrest)
-            end
-        end
+
+        # if row['Xmas card'] == "1"
+        #     person.set_tag("Xmas card")
+        # end
+
+        #####################################################################
+        ## Multioption fields or "Set"- fields.
+        # Set fields are normally translated into multiple tags in LIME Go
+        # interests is an example of a set field in LIME Easy.
+
+        # if row['intrests']
+        #     intrests = row['intrests'].split(';')
+        #     intrests.each do |intrest|
+        #         person.set_tag(intrest)
+        #     end
+        # end
+
+        #####################################################################
+        ## LIME Go custom fields.
+        # This is how you populate a LIME Go custom field that was created in
+        # the configure method.
+        # person.set_custom_value("shoe_size", row['shoe size'])
     end
 
-    # Turns a row from the Easy exported Project.txt file into
-    # a go_import model that is used to generate xml.
-    # Uses includes hash to lookup organizations to connect
-    # Uses coworkers hash to lookup coworkers to connect
-    def to_deal(row, includes, coworkers, rootmodel)
-        deal = GoImport::Deal.new
-        # Easy standard fields
-        deal.integration_id = row['PowerSellProjectID']
-        deal.name = row['Name']
-        deal.description = row['Description']
+    # Reads a row from the Easy exported Project.txt
+    # and ads custom fields to the go_import organization.
 
-        # Easy superfields
-        deal.order_date = row['order date']
+    # NOTE!!! You should customize this method to include
+    # and transform the fields you want to import to LIME Go.
+    # The method includes examples of different types of
+    # fields and how you should handle them.
+    # Sometimes it's enough to uncomment some code and
+    # change the row name but in most cases you need to
+    # do some thinking of your own.
+    def to_deal(deal, row)
+        ## Here are some standard fields that are present
+        # on a LIME Go deal and are usually represented
+        # as superfields in Easy.
 
-        coworker_id = coworkers[row['isUser-Ansvarig']]
-        deal.responsible_coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
+        # deal.order_date = row['order date']
 
-        # Should be integer
+        # Deal.value should be integer
         # The currency used in Easy should match the one used in Go
-        deal.value = row['value']
+
+        # deal.value = row['value']
 
         # should be between 0 - 100
         # remove everything that is not an intiger
-        deal.probability = row['probability'].gsub(/[^\d]/,"").to_i unless row['probability'].nil?
+
+        # deal.probability = row['probability'].gsub(/[^\d]/,"").to_i unless row['probability'].nil?
 
         # Sets the deal's status to the value of the Easy field. This
         # assumes that the status is already created in LIME Go. To
         # create statuses during import add them to the settings
         # during configure.
-        if !row['Status'].nil? && !row['Status'].empty?
-            deal.status = row['Status']
-        end
-
-        # Tags
-        deal.set_tag("Imported")
-
-        # Make the deal - organization connection
-        if includes
-            organization_id = includes[row['PowerSellProjectID']]
-            organization = rootmodel.find_organization_by_integration_id(organization_id)
-            if organization
-                deal.customer = organization
-            end
-        end
-
-        return deal
-    end
-
-    # Turns a row from the Easy exported Company-History.txt file into
-    # a go_import model that is used to generate xml.
-    # Uses coworkers hash to lookup coworkers to connect
-    # Uses people hash to lookup persons to connect
-    def to_organization_note(row, coworkers, people, rootmodel)
-        organization = rootmodel.find_organization_by_integration_id(row['PowerSellCompanyID'])
-
-        coworker_id = coworkers[row['idUser']]
-        coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
-
-        if organization && coworker
-            note = GoImport::Note.new()
-            note.organization = organization
-            note.created_by = coworker
-            note.person = organization.find_employee_by_integration_id(people[row['idPerson']])
-            note.date = row['Date']
-            note.text = "#{row['Category']}: #{row['History']}"
 
-            return note.text.empty? ? nil : note
-        end
+        # if !row['Status'].nil? && !row['Status'].empty?
+        #     deal.status = row['Status']
+        # end
 
-        return nil
-    end
-
-    def to_organization_document(row, coworkers, rootmodel)
-        file = GoImport::File.new()
-
-        file.integration_id = row['PowerSellDocumentID']
-        file.path = row['Path']
-        file.name = row['Comment']
-
-        coworker_id = coworkers[row['idUser-Created']]
-        file.created_by = rootmodel.find_coworker_by_integration_id(coworker_id)
-        file.organization = rootmodel.find_organization_by_integration_id(row['PowerSellCompanyID'])
+        #####################################################################
+        ## Tags.
+        # Tags are set and defined at the same place
+        # Setting a tag: Imported is useful for the user
 
-        return file
-    end
+        # deal.set_tag("Imported")
 
-    # Turns a row from the Easy exported Project-History.txt file into
-    # a go_import model that is used to generate xml
-    # Uses coworkers hash to lookup coworkers to connect
-    def to_deal_note(row, coworkers, rootmodel)
-        # TODO: This could be improved to read a person from an
-        # organization connected to this deal if any, but since it is
-        # a many to many connection between organizations and deals
-        # it's not a straight forward task
-        deal = rootmodel.find_deal_by_integration_id(row['PowerSellProjectID'])
-
-        coworker_id = coworkers[row['idUser']]
-        coworker = rootmodel.find_coworker_by_integration_id(coworker_id)
-
-        if deal && coworker
-            note = GoImport::Note.new()
-            note.deal = deal
-            note.created_by = coworker
-            note.date = row['Date']
-            # Raw history looks like this <category>: <person>: <text>
-            note.text = row['RawHistory']
-
-            return note.text.empty? ? nil : note
-        end
-
-        return nil
+        return deal
     end
 
     def configure(rootmodel)
-        # add custom field to your rootmodel here. Custom fields can
-        # be added to organization, deal and person. Valid types are
-        # :String and :Link. If no type is specified :String is used
-        # as default.
-        rootmodel.settings.with_person  do |person|
-            person.set_custom_field( { :integration_id => 'shoe_size', :title => 'Shoe size', :type => :String} )
-        end
-
-        rootmodel.settings.with_deal do |deal|
+        #####################################################################
+        ## LIME Go custom fields.
+        # This is how you add a custom field in LIME Go.
+        # Custom fields can be added to organization, deal and person.
+        # Valid types are :String and :Link. If no type is specified
+        # :String is used as default.
+
+        # rootmodel.settings.with_person  do |person|
+        #     person.set_custom_field( { :integration_id => 'shoe_size', :title => 'Shoe size', :type => :String} )
+        # end
+
+        # rootmodel.settings.with_deal do |deal|
             # assessment is default DealState::NoEndState
-            deal.add_status( {:label => '1. Kvalificering' })
-            deal.add_status( {:label => '2. Deal closed', :assessment => GoImport::DealState::PositiveEndState })
-            deal.add_status( {:label => '4. Deal lost', :assessment => GoImport::DealState::NegativeEndState })
-        end
+        #     deal.add_status( {:label => '1. Kvalificering' })
+        #     deal.add_status( {:label => '2. Deal closed', :assessment => GoImport::DealState::PositiveEndState })
+        #     deal.add_status( {:label => '4. Deal lost', :assessment => GoImport::DealState::NegativeEndState })
+        # end
     end
 end
 

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: go_import
 version: !ruby/object:Gem::Version
-  version: 3.0.3
+  version: 3.0.4
   prerelease: 
 platform: ruby
 authors:
@@ -12,7 +12,7 @@ authors:
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2014-09-18 00:00:00.000000000 Z
+date: 2014-09-23 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: iso_country_codes