go_import 3.0.42 → 4.0.0

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA1:
-  metadata.gz: c51550ffff27ad4fe7f57413acf77764bfd98c9c
-  data.tar.gz: 7aed552fb4339fce5e9419ec9153d60d6add44aa
+  metadata.gz: b80d03092ece9f1cc8f8194de2e009fea1ec57f9
+  data.tar.gz: cb272c0880e52b47b935320a45d452c94e5f3df3
 SHA512:
-  metadata.gz: 8d7028dc367f5d84904c731018c0d77d2951d7267649926e0066584ef0560f43fd797634a8c6f634d6c5de7e983d1dcb1bb3e4860d85040b077eb2de5e39cd35
-  data.tar.gz: b3bb492a053c4dee863714424af4d763d1a0c6c2d907416b6f7190356c6550b70d4842b10e4ba82ece600254aa66865b12ac88207b44d38c5541067d6974f427
+  metadata.gz: 6b83c3c678daca732107052641e35d2c3bc2b393465b127d281d9513516d1b1135d82bfa6fe14b7930a7e1a0e426e89b3ccfb8d48d0aaf3a9d7e09aa90ffd28b
+  data.tar.gz: 5ed9dfd6b376bdfc28985076afe05240a9631d2a0c9bbabfba66525deab6b82802af1f380448c098c725b7848890e61860c40104799c5a0a330b22e596bfe14e

data/bin/go-import

@@ -1,9 +1,10 @@
 #!/usr/bin/env ruby
 
 require "thor"
-require "go_import"
+require_relative '../lib/go_import'
 require 'progress'
 
+
 RUNNER_DIR = ".go_import"
 
 class GoImportCommandLine < Thor

data/lib/go_import/errors.rb

@@ -20,9 +20,9 @@ module GoImport
     class InvalidDealStatusError < StandardError
     end
 
-    class InvalidNoteClassificationError < StandardError
+    class InvalidHistoryClassificationError < StandardError
         def initalize(classification)
-            super("#{classification} is not a valid note classification")
+            super("#{classification} is not a valid history classification")
         end
     end
 

data/lib/go_import/model/deal_status.rb

@@ -2,7 +2,7 @@ module GoImport
     class DealStatus
         include SerializeHelper
 
-        attr_accessor :id, :date, :status_reference, :note
+        attr_accessor :id, :date, :status_reference, :history
 
         def initialize(opt = nil)
             if opt != nil
@@ -14,7 +14,7 @@ module GoImport
         end
 
         def serialize_variables
-            [ :id, :label, :note ].map{ |p| { :id => p, :type => :string } } +
+            [ :id, :label, :history ].map{ |p| { :id => p, :type => :string } } +
                 [ :date ].map { |p| { :id => p, :type => :date } } +
                 [ :status_reference ].map { |p| { :id => p, :type => :deal_status_reference } }
         end

data/lib/go_import/model/{note.rb → history.rb}

@@ -1,5 +1,5 @@
 module GoImport
-    class Note < CanBecomeImmutable
+    class History < CanBecomeImmutable
         include SerializeHelper
         immutable_accessor :id
         immutable_accessor :integration_id
@@ -8,8 +8,8 @@ module GoImport
         attr_reader :text
         attr_reader :organization, :created_by, :person, :deal
 
-        # The note's classification. It should be a value from
-        # {#NoteClassification}. The default value is Comment.
+        # The history classification. It should be a value from
+        # {#HistoryClassification}. The default value is Comment.
         attr_reader :classification
 
         def initialize(opt = nil)
@@ -20,7 +20,7 @@ module GoImport
                 end
             end
 
-            @classification = NoteClassification::Comment if @classification.nil?
+            @classification = HistoryClassification::Comment if @classification.nil?
         end
 
         def serialize_variables
@@ -49,7 +49,7 @@ module GoImport
         end
 
         def serialize_name
-            "Note"
+            "History"
         end
 
         def organization=(org)
@@ -90,12 +90,12 @@ module GoImport
 
         def classification=(classification)
             raise_if_immutable
-            if classification == NoteClassification::Comment || classification == NoteClassification::SalesCall ||
-                    classification == NoteClassification::TalkedTo || classification == NoteClassification::TriedToReach ||
-                    classification == NoteClassification::ClientVisit
+            if classification == HistoryClassification::Comment || classification == HistoryClassification::SalesCall ||
+                    classification == HistoryClassification::TalkedTo || classification == HistoryClassification::TriedToReach ||
+                    classification == HistoryClassification::ClientVisit
                 @classification = classification
             else
-                raise InvalidNoteClassificationError, classification
+                raise InvalidHistoryClassificationError, classification
             end
         end
 
@@ -126,16 +126,20 @@ module GoImport
         def validate
             error = String.new
 
-            if @text.nil? || @text.empty?
-                error = "Text is required for note\n"
+            if (@classification.nil? || @classification.empty?)
+                error = "Classification is required for history\n"
+            end
+
+            if (@text.nil? || @text.empty?) && classification != HistoryClassification::TriedToReach
+                error = "Text is required for history\n"
             end
 
             if @created_by.nil?
-                error = "#{error}Created_by is required for note\n"
+                error = "#{error}Created_by is required for history\n"
             end
 
             if @organization.nil? && @deal.nil? && @person.nil?
-                error = "#{error}Organization, deal or person is required for note\n"
+                error = "#{error}Organization, deal or person is required for history\n"
             end
 
             return error

data/lib/go_import/model/{note_classification.rb → history_classification.rb}

@@ -1,23 +1,23 @@
 module GoImport
-    # Defines a note's classification. This defines what kind of
-    # action that happened before the note was written.
-    module NoteClassification
+    # Defines a history type. This defines what kind of
+    # action that happened before the history was written.
+    module HistoryClassification
         # We talked to the client about a sale. This might be a phone call
         # or a talk in person.
-        SalesCall = 0
+        SalesCall = 'SalesCall'
 
         # This is a general comment about the organization or deal.
-        Comment = 1
+        Comment = 'Comment'
 
         # This is a general comment regarding a talk we had with
         # someone at the client.
-        TalkedTo = 2
+        TalkedTo = 'TalkedTo'
 
         # We tried to reach someone but failed.
-        TriedToReach = 3
+        TriedToReach = 'TriedToReach'
 
         # We had a meeting at the client's site.
-        ClientVisit = 4
+        ClientVisit = 'ClientVisit'
     end
 end
 

data/lib/go_import/model/rootmodel.rb

@@ -8,10 +8,10 @@ module GoImport
     # The root model for Go import. This class is the container for everything else.
     class RootModel
         # the import_coworker is a special coworker that is set as
-        # responsible for objects that requires a coworker, eg a note.
+        # responsible for objects that requires a coworker, eg a history.
         attr_accessor :import_coworker
 
-        attr_accessor :settings, :organizations, :coworkers, :deals, :notes
+        attr_accessor :settings, :organizations, :coworkers, :deals, :histories
 
         # The configuration is used to set run-time properties for
         # go-import. This should not be confused with the model's
@@ -30,7 +30,7 @@ module GoImport
              {:id => :coworkers, :type => :coworkers},
              {:id => :organizations, :type => :organizations},
              {:id => :deals, :type => :deals},
-             {:id => :notes, :type => :notes},
+             {:id => :histories, :type => :histories},
              {:id => :documents, :type => :documents},
             ]
         end
@@ -50,7 +50,7 @@ module GoImport
             @import_coworker.first_name = "Import"
             @coworkers[@import_coworker.integration_id] = @import_coworker
             @deals = {}
-            @notes = {}
+            @histories = {}
             @documents = Documents.new
             @configuration = {}
 
@@ -171,41 +171,41 @@ module GoImport
             end
         end
 
-        # Adds the specifed note object to the model.
+        # Adds the specifed history object to the model.
         #
         # If no integration_id has been specifed go-import generate
         # one.
         #
-        # @example Add a note from a new note
-        #    note = GoImport::Note.new
-        #    note.integration_id = "123"
-        #    note.text = "This is a note"
-        #    rootmodel.add_note(note)
-        def add_note(note)
-            if note.nil?
+        # @example Add a history from a new history
+        #    history = GoImport::History.new
+        #    history.integration_id = "123"
+        #    history.text = "This is a history"
+        #    rootmodel.add_history(history)
+        def add_history(history)
+            if history.nil?
                 return nil
             end
 
-            if !note.is_a?(Note)
-                raise ArgumentError.new("Expected a note")
+            if !history.is_a?(History)
+                raise ArgumentError.new("Expected a history")
             end
 
-            if note.integration_id.nil? || note.integration_id.length == 0
-                note.integration_id = @notes.length.to_s
+            if history.integration_id.nil? || history.integration_id.length == 0
+                history.integration_id = @histories.length.to_s
             end
 
-            if find_note_by_integration_id(note.integration_id, false) != nil
-                raise AlreadyAddedError, "Already added a note with integration_id #{note.integration_id}"
+            if find_history_by_integration_id(history.integration_id, false) != nil
+                raise AlreadyAddedError, "Already added a history with integration_id #{history.integration_id}"
             end
 
-            if note.created_by.nil?
-                note.created_by = @import_coworker
+            if history.created_by.nil?
+                history.created_by = @import_coworker
             end
 
-            @notes[note.integration_id] = note
-            note.set_is_immutable
+            @histories[history.integration_id] = history
+            history.set_is_immutable
 
-            return note
+            return history
         end
 
         def add_link(link)
@@ -249,11 +249,11 @@ module GoImport
             return nil
         end
 
-        def find_note_by_integration_id(integration_id, report_result=!!configuration[:report_result])
-            if @notes.has_key?(integration_id)
-                return @notes[integration_id]
+        def find_history_by_integration_id(integration_id, report_result=!!configuration[:report_result])
+            if @histories.has_key?(integration_id)
+                return @histories[integration_id]
             else
-                report_failed_to_find_object("note", ":#{integration_id}") if report_result
+                report_failed_to_find_object("history", ":#{integration_id}") if report_result
                 return nil
             end
         end
@@ -360,13 +360,13 @@ module GoImport
         end
 
 
-        # Finds a note based on one of its property.
-        # Returns the first found matching note
-        # @example Finds a note on its name
-        #      rm.find_note {|note| note.text == "hello!" }
-        def find_note(report_result=!!configuration[:report_result], &block)
-          result = find(@notes.values.flatten, &block)
-          report_failed_to_find_object("note") if result.nil? and report_result
+        # Finds a history based on one of its property.
+        # Returns the first found matching history
+        # @example Finds a history on its name
+        #      rm.find_history {|history| history.text == "hello!" }
+        def find_history(report_result=!!configuration[:report_result], &block)
+          result = find(@histories.values.flatten, &block)
+          report_failed_to_find_object("history") if result.nil? and report_result
           return result
         end
 
@@ -434,7 +434,6 @@ module GoImport
 
             converter_deal_statuses = @settings.deal.statuses.map {|status| status.label} if @settings.deal != nil
             @deals.each do |key, deal|
-            #@deals.each do |deal|
                 error, warning = deal.validate converter_deal_statuses
 
                 if !error.empty?
@@ -445,9 +444,8 @@ module GoImport
                 end
             end
 
-            #@notes.each do |note|
-            @notes.each do |key, note|
-                validation_message = note.validate
+            @histories.each do |key, history|
+                validation_message = history.validate
 
                 if !validation_message.empty?
                     errors = "#{errors}\n#{validation_message}"
@@ -474,7 +472,7 @@ module GoImport
         # @!visibility private
         def to_rexml(doc)
             element_name = serialize_name
-            elem = doc.add_element(element_name,{"Version"=>"v2_0"})
+            elem = doc.add_element(element_name,{"Version"=>"v3_0"})
             SerializeHelper::serialize_variables_rexml(elem, self)
         end
 
@@ -504,7 +502,7 @@ module GoImport
                 @organizations = []
                 @coworkers = []
                 @deals = []
-                @notes = []
+                @histories = []
                 @documents = saved_documents
                 serialize_to_file(go_files_file)
 
@@ -563,7 +561,7 @@ module GoImport
           " Organizations: #{@organizations.length}\n" \
           " Persons:       #{persons.length}\n" \
           " Deals:         #{@deals.length}\n" \
-          " Notes:         #{@notes.length}\n" \
+          " Histories:     #{@histories.length}\n" \
           " Documents:     #{nbr_of_documents}"
         end
 

data/lib/go_import/serialize_helper.rb

@@ -112,12 +112,12 @@ module GoImport
                 map_symbol_to_row(p[:id],p[:type])
             when :date then
                 map_symbol_to_row(p[:id],p[:type])
-            when :notes then
+            when :histories then
                 {
                     :id => p[:id].to_s,
                     :name => symbol_to_name(p[:id]),
                     :type => p[:type],
-                    :models => SerializeHelper.get_import_rows(:note)
+                    :models => SerializeHelper.get_import_rows(:history)
                 }
             when :tags then
                 {
@@ -171,8 +171,8 @@ module GoImport
                 Person.new
             when :source_ref then
                 ReferenceToSource.new
-            when :note then
-                Note.new
+            when :history then
+                History.new
             when :address then
                 Address.new
             when :organization then

data/lib/go_import/shard_helper.rb

@@ -18,7 +18,7 @@ module GoImport
                 }
                 model.organizations.each{|key, org| add_organization(org)}
                 model.deals.each{|key, deal| add_deal(deal)}
-                model.notes.each{|key, note| add_note(note)}
+                model.histories.each{|key, history| add_history(history)}
                 add_documents(model.documents)
 
                 return_value = @shards
@@ -34,9 +34,9 @@ module GoImport
             end
 
             private
-            def add_note(note)
+            def add_history(history)
                 check_or_create_new_chard()
-                @current_shard.add_note(note)
+                @current_shard.add_history(history)
                 @current_shard_count += 1
             end
 

data/lib/go_import.rb

@@ -1,20 +1,20 @@
 module GoImport
     private
     def self.require_all_in(folder)
-        Dir.glob(File.join( File.dirname(File.absolute_path(__FILE__)),folder), &method(:require))
+        Dir.glob(::File.join(::File.dirname(::File.absolute_path(__FILE__)),folder), &method(:require))
     end
 
-    require 'go_import/errors'
-    require 'go_import/serialize_helper'
-    require 'go_import/model_helpers'
-    require 'go_import/can_become_immutable'
+    require_relative 'go_import/errors'
+    require_relative 'go_import/serialize_helper'
+    require_relative 'go_import/model_helpers'
+    require_relative 'go_import/can_become_immutable'
     GoImport::require_all_in 'go_import/model/*.rb'
-    require 'go_import/csv_helper'
-    require 'go_import/roo_helper'
-    require 'go_import/phone_helper'
-    require 'go_import/email_helper'
-    require 'go_import/excel_helper'
-    require 'go_import/templating'
-    require 'go_import/source'
-    require 'go_import/shard_helper'
+    require_relative 'go_import/csv_helper'
+    require_relative 'go_import/roo_helper'
+    require_relative 'go_import/phone_helper'
+    require_relative 'go_import/email_helper'
+    require_relative 'go_import/excel_helper'
+    require_relative 'go_import/templating'
+    require_relative 'go_import/source'
+    require_relative 'go_import/shard_helper'
 end

data/sources/VISMA/.go_import/readme.txt

@@ -1 +1 @@
-This source converts a VISMA database to LIME Go.
+This source converts a VISMA Administration 2000 database to LIME Go.

data/sources/VISMA/.go_import/runner.rb

@@ -9,7 +9,7 @@ KUND_FILE = './database/KUND.DBF'
 KONTAKT_FILE = './database/KONTAKT.DBF'
 
 def convert_source
-    puts "Trying to convert VISMA source to LIME Go..."
+    puts "Trying to convert VISMA Administration 2000 source to LIME Go..."
 
     # Verify that required files exists.
     if !File.exists?(KUND_FILE)
@@ -60,19 +60,19 @@ def convert_source
     end
     puts "Processed #{imported_person_count} Persons."
 
-    # Notes must be owned by a coworker and the be added to
-    # organizations and notes and might refernce a person
-    puts "Trying to process Notes..."
-    imported_note_count = 0
+    # History must be owned by a coworker and then should reference
+    # organization or deal and might reference a person
+    puts "Trying to process History..."
+    imported_history_count = 0
     organization_rows.each do |row|
         if not row.nil?
             if row['ANTECK_1'].length > 0
-                rootmodel.add_note(converter.to_note(row))
-                imported_note_count = imported_note_count + 1
+                rootmodel.add_history(converter.to_history(row))
+                imported_history_count = imported_history_count + 1
             end
         end
     end
-    puts "Processed #{imported_note_count} Notes."
+    puts "Processed #{imported_history_count} History."
 
     return rootmodel
 end

data/sources/VISMA/converter.rb

@@ -1,7 +1,8 @@
 require 'go_import'
 require 'dbf'
 
-# Customize this file to suit your input for a VISMA database.
+# Customize this file to suit your input for a 
+# VISMA Administration 2000 database.
 #
 # You must put KUND.DBS and KONTAKTER.DBS in the database folder.
 #
@@ -84,20 +85,20 @@ class Converter
         return organization
     end
 
-    def to_note(row, rootmodel)
-        note = GoImport::Note.new()
+    def to_history(row, rootmodel)
+        history = GoImport::History.new()
 
         # *** TODO:
         #
-        # Set note properties from the row.
+        # Set history properties from the row.
         organization = rootmodel.find_organization_by_integration_id(row['KUNDNR'])
         unless organization.nil?
-            note.organization = organization
+            history.organization = organization
         end
-        note.created_by = rootmodel.import_coworker
-        note.text = row['ANTECK_1']
+        history.created_by = rootmodel.import_coworker
+        history.text = row['ANTECK_1']
 
-        return note
+        return history
     end
 
     def to_person(row, rootmodel)
@@ -120,15 +121,15 @@ class Converter
     # HOOKS
     #
     # Sometimes you need to add exra information to the rootmodel, this can be done
-    # with hooks, below is an example of an organization hook that adds a note to
+    # with hooks, below is an example of an organization hook that adds a history to
     # an organization if a field has a specific value
     #def organization_hook(row, organization, rootmodel)
     #    if not row['fieldname'].empty?
-    #        note = GoImport::Note.new
-    #        note.text = row['fieldname']
-    #        note.organization = organization
-    #        note.created_by = rootmodel.import_coworker
-    #        rootmodel.add_note(note)
+    #        history = GoImport::History.new
+    #        history.text = row['fieldname']
+    #        history.organization = organization
+    #        history.created_by = rootmodel.import_coworker
+    #        rootmodel.add_history(history)
     #    end
     #end
 

data/sources/base-crm/.go_import/runner.rb

@@ -7,7 +7,7 @@ ORGANIZATION_FILE = "data/contacts.csv"
 LEADS_FILE = "data/leads.csv"
 PERSON_FILE = "data/contacts.csv"
 DEAL_FILE = "data/deals.csv"
-NOTE_FILE = "data/notes.csv"
+HISTORY_FILE = "data/histories.csv"
 SOURCE_ENCODING = "utf-8"
 
 
@@ -24,7 +24,7 @@ def convert_source
     puts "Trying to convert Base CRM source to LIME Go..."
 
     converter = Converter.new
-    ignored_notes = 0
+    ignored_histories = 0
     ignored_persons = 0
 
     # A rootmodel is used to represent all entitite/models that is
@@ -166,14 +166,14 @@ def convert_source
             organization.add_employee(person)
 
             if row['description']
-              note = GoImport::Note.new()
+              history = GoImport::History.new()
 
-              note.text = row['description']
-              note.person = person
-              note.organization = organization
-              note.created_by = coworker
+              history.text = row['description']
+              history.person = person
+              history.organization = organization
+              history.created_by = coworker
 
-              rootmodel.add_note(note)
+              rootmodel.add_history(history)
             end
             rootmodel.add_organization(organization)
       end
@@ -199,37 +199,37 @@ def convert_source
         end
     end
 
-    # notes
-    if defined?(NOTE_FILE) && !NOTE_FILE.nil? && !NOTE_FILE.empty?
-        process_rows(NOTE_FILE, source_encoding) do |row|
-            note = converter.to_note(row, rootmodel)
-            note.integration_id = row['id']
-            note.text = row['content']
-            note.created_by = rootmodel.find_coworker_by_integration_id(row["owner"])
+    # historys
+    if defined?(HISTORY_FILE) && !HISTORY_FILE.nil? && !HISTORY_FILE.empty?
+        process_rows(HISTORY_FILE, source_encoding) do |row|
+            history = converter.to_history(row, rootmodel)
+            history.integration_id = row['id']
+            history.text = row['content']
+            history.created_by = rootmodel.find_coworker_by_integration_id(row["owner"])
             notable_id = row['noteable_id']
             case row["noteable_type"]
             when "Deal"
               deal = rootmodel.find_deal_by_integration_id(notable_id)
-              note.deal = deal
+              history.deal = deal
             when "Lead"
-              note.person = rootmodel.find_person_by_integration_id("p#{notable_id}")
-              note.organization = rootmodel.find_organization_by_integration_id("l#{notable_id}")
+              history.person = rootmodel.find_person_by_integration_id("p#{notable_id}")
+              history.organization = rootmodel.find_organization_by_integration_id("l#{notable_id}")
             when "Contact"
-              puts "Ignoreing note for unbound person: #{row['owner']}"
-              ignored_notes += 1
+              puts "Ignoreing history for unbound person: #{row['owner']}"
+              ignored_histories += 1
               next
             else
               org = rootmodel.find_organization_by_integration_id(notable_id)
               if org.nil?
                 person = rootmodel.find_person_by_integration_id(notable_id)
                 org = person.organization
-                note.person = person
+                history.person = person
               end
-              note.organization = org
+              history.organization = org
             end
-            rootmodel.add_note(note)
+            rootmodel.add_history(history)
         end
     end
-    puts "Ignored #{ignored_persons} persons and #{ignored_notes} notes"
+    puts "Ignored #{ignored_persons} persons and #{ignored_histories} histories"
     return rootmodel
 end

data/sources/base-crm/converter.rb

@@ -53,10 +53,10 @@ class Converter
     return deal
   end
 
-  def to_note(row, rootmodel)
-  	note = GoImport::Note.new()
+  def to_history(row, rootmodel)
+    history = GoImport::History.new()
     # All built in fields are automagically mapped. Add your custom stuff here...
-  	return note
+    return history
   end
 
 end

data/sources/csv/converter.rb

@@ -203,15 +203,15 @@ class Converter
     # HOOKS
     #
     # Sometimes you need to add exra information to the rootmodel, this can be done
-    # with hooks, below is an example of an organization hook that adds a note to
+    # with hooks, below is an example of an organization hook that adds a history to
     # an organization if a field has a specific value
     #def organization_hook(row, organization, rootmodel)
     #    if not row['fieldname'].empty?
-    #        note = GoImport::Note.new
-    #        note.text = row['fieldname']
-    #        note.organization = organization
-    #        note.created_by = rootmodel.import_coworker
-    #        rootmodel.add_note(note)
+    #        history = GoImport::History.new
+    #        history.text = row['fieldname']
+    #        history.organization = organization
+    #        history.created_by = rootmodel.import_coworker
+    #        rootmodel.add_history(history)
     #    end
     #end