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// =========================================================================== // =========================================================================== // CSV import // =========================================================================== // =========================================================================== $(document).on('knack-scene-render.scene_XXX', function(event, view, record) { //Import progress window functions - a super super ugly status display window $("<table id='statusOverlay'><tbody><tr><td><b> Import progress Window </b></td></tr></tbody></table>").css({ "position": "fixed", "top": "20%", "left": "60%", "width": "40%", "height": "90%", "background-color": "rgba(255,255,0,.7)", "z-index": 10000, "vertical-align": "top", "text-align": "right", "color": "#000", "font-size": "10px", }).appendTo("#kn-scene_344"); function updateStatusInfo(myText){ //a function that updates the table display thing above $("#statusOverlay > tbody > tr > td").append("<br />"+myText); }; //In my example, I had to link all imported records to the currently open "Projects" details page: var filetext var knackProjectID //the knack record identifier for this page's project //this is a "details" view from which I am extracting the unique front-facing project code, in order to look it up and get the knack back-end record ID var projectCode = $("#view_831 > div.kn-details-column.first > div > div > table > tbody > tr.field_70 > td > span").text() console.log(projectCode); //All of our projects have different donors too. Budgetlines are connected to a project and to a donor. Projects and budgetlines are not connected directly. //However, I can still make a details view to show all the donors associated with all the budget lines associated with the projects. //I had to be sure the user didn't try to import a new donor, so this variable will help keep track of that: var listOfDonors = [[],[]]; var currentProjectCurrencyID = "" var x = {} //global counter var existingBudgetLines //all existing budget lines var scenarios var initialCurrencyConversionRate //divide by this value to convert from donor currency to USD var PPcategories updateStatusInfo("Looking up project record"); // api to get the project record ID from the project code var api_url = 'https://api.knack.com/v1/scenes/scene_186/views/view_889/records' //Projects table userToken = Knack.getUserToken() // preparing filters var filters = [ { field: 'field_70', operator: 'is', value: projectCode //find this Project Code record } ] // add to URL api_url += '?filters=' + encodeURIComponent(JSON.stringify(filters)); Knack.showSpinner(); $.ajax({ url: api_url , type: 'GET' , headers: { 'X-Knack-Application-Id': '56fb8b0fad25a3be79b5054a' , "X-Knack-REST-API-KEY": 'knack' , "Authorization": userToken //userToken is a public variable I set on each page load } , success: function(data) { //once you successflly get the record console.log(data) if (data.records.length != 1) { alert("Fatal error! Searched for project code " + projectCode + "which should be unique (1 result). Actually got " + data.length + "results. Is there a duplicate project code?!") } else { knackProjectID = data.records["0"].id currentProjectCurrencyID = data.records["0"].field_922_raw["0"].id //Projects can be in different currencies, so are connected to currencies object. console.log("Current project currency ID:") //the API call returns the connection ID (not field text) of the currencies. console.log(currentProjectCurrencyID); initialCurrencyConversionRate = data.records["0"].field_932_raw; //I have to convert these rates to USD as well, though console.log("initial Currency Conversion Rate:") console.log(initialCurrencyConversionRate) if (initialCurrencyConversionRate == "" || initialCurrencyConversionRate == 0){ //if not entered, assume 1 updateStatusInfo("<b> No initial currency conversion rate set. Assuming donor contract currency is USD. </b>"); initialCurrencyConversionRate = 1 alert("No initial currency conversion rate has been set for this project. To work out default procurement scenarios, import will assume donor contract currency is USD. If this is incorrect, please first go back to the previous page and specify the donor contract currency.") } console.log("Knack Project ID:") console.log(knackProjectID); findExistingBudgetLines(); updateStatusInfo("Retrieved project record."); } } , error: function (request, status, error) { handleAjaxError(request, status, error); } }); function findExistingBudgetLines(){ var budgetLinesFromDetailsView = $("#view_831 > div.kn-details-column.first > div > div > table > tbody > tr.field_82 > td > span").text() //this is a details view showing all budget lines existingBudgetLines = budgetLinesFromDetailsView.split(',').map(function(item) { //function take off whitespace at start/end and split by , character return item.trim(); }); console.log("Existing budget lines:") console.log(existingBudgetLines); if (existingBudgetLines.length > 1) { // a few friendly notifications updateStatusInfo("Some budget lines have already been entered for this project. These will be skipped during the import process.") } else if (existingBudgetLines.length == 1 && existingBudgetLines[0] != "ACT") { updateStatusInfo("There is already a budget line added to this project (other than the default 'ACT' line). Please ensure the CSV file you want to upload does not have duplicates of lines already on this system.") } else { updateStatusInfo("Done."); } updateStatusInfo("Looking up Procurement Scenario Limits"); //we have to set a "default procurement scenario" field based on the value of the line, in USD lookupProcurementScenarioLimits(); } function lookupProcurementScenarioLimits(){ //looks up procurement scenario limits. e.g < 200USD = scenario "A" etc // api var api_url = 'https://api.knack.com/v1/scenes/scene_186/views/view_987/records?sort_field=field_899&sort_order=asc' //Procurement Limits table userToken = Knack.getUserToken(); Knack.showSpinner(); $.ajax({ url: api_url , type: 'GET' , headers: { 'X-Knack-Application-Id': '56fb8b0fad25a3be79b5054a' , "X-Knack-REST-API-KEY": 'knack' , "Authorization": userToken } , success: function(data) { //once you successflly get the record scenarios = data //set variable console.log("Scenarios:") console.log(scenarios); addFileBox(); } , error: function (request, status, error) { handleAjaxError(request, status, error); } }); } function addFileBox(){ $('#view_831').append('<br><p> Please select a CSV file for import: </p>'); $('#view_831').append('<input type="file" id="myFileBox" name="file" enctype="multipart/form-data" />'); //add an input box Knack.hideSpinner() document.getElementById('myFileBox').addEventListener('change', function(e) { //once a file has been selected, load it up console.log("Called fileChanged function"); var file = myFileBox.files[0]; console.log(file); var textType = /.+(\.csv)$/ ; console.log(file.type) $("#myImportButton").remove(); if (file.name.match(textType)) { //check for .csv file extension var reader = new FileReader(); reader.readAsText(file); //load/read this as a text file reader.onload = function(e) { //once loaded, do this fileText = reader.result; processData(fileText); console.log("Currency conversion rate as of addFileBox function:") console.log(initialCurrencyConversionRate) } } else { alert("File not supported! Only files with a .csv extension can be uploaded here.") } }); }; // Here I display the CSV file to the user but with my own "custom" headings, to make sure everything is "matching up". Then I prompt the user to continue. function processData(fileText) { Knack.showSpinner(); $('#view_831 > table.table-data-omset').remove() //this gets rid of the display table, in the case that the user changed the file. var allTextLines = fileText.split(/\r\n|\n/); //split the CSV file in to rows var headers = allTextLines[0].split(','); //split again by comma //NOTE: THIS WORKS FOR LEGACY CSV FILES WHERE THE COMMAS IS REALLY THE DELIMITER //EXCEL CSV FILES TAKE A DIFFERENT FORMAT, each row as follows: //"Field1","Field2","Field3" //Modify the above code to suit. I was importing from a program which did just strictly delimit by comma only. console.log("Headers:") console.log(headers) var lines = []; for (var i=1; i<allTextLines.length; i++) { //FOR EACH ROW var data = allTextLines[i].split(','); //data = an individual row console.log("Data row extracted:") console.log(data); if (data.length == headers.length) { //If the number of fields extracted was equal to the number of header fields (OK) var tarr = []; for (var j=0; j<headers.length; j++) { //FOR EACH COLUMN tarr.push(data[j]); //Add column to second dimension of data array data[j,0], data[j,1] etc... } lines.push(tarr); //then push that row on to the lines object } else { //otherwise, there was a comma within the data itself - show a warning and skip if (data.length > 1) { var number = i +1; alert("Please check row " + number + " carefully and ensure there is no comma (,) present in any of the CSV cells. Otherwise this row will not be imported.") }; } } console.log(lines); console.log(lines.length); console.log(lines[0].length); $('#view_831').append('<table class="table table-striped table-bordered table-data-omset"><tbody></tbody></table>') //draw a table var tableOmset = $('table.table-data-omset'); var tbodyTableOmset = tableOmset.find('tbody'); var trTableOmset = ''; //add custom headers trTableOmset += '<tr>' ; trTableOmset += '<td><h4>'+ " x " +'</h4></td>'; for(var b=0; b<headers.length; b++){ if (b==0) { trTableOmset += '<td><h4>'+ "Custom header 1" +'</h4></td>'; } else if (b==2){ trTableOmset += '<td><h4>'+ "DONOR CODE" +'</h4></td>'; } else if (b==3){ trTableOmset += '<td><h4>'+ "BUDGET LINE (LAST THREE LETTERS)" +'</h4></td>'; } else if (b==6){ trTableOmset += '<td><h4>'+ "LINE DESCRIPTION" +'</h4></td>'; } else if (b==10){ trTableOmset += '<td><h4>'+ "VALUE (donor currency)" +'</h4></td>'; } else { trTableOmset += '<td> x </td>'; } } trTableOmset += '</tr>' ; // add headers from CSV trTableOmset += '<tr>' ; trTableOmset += '<td><b>'+ "1" +'</b></td>'; //number first column for(var b=0; b<headers.length; b++){ //add headers from CSV file if(headers[b] === null || headers[b].length > 40){ headers[b]= 'x'; } trTableOmset += '<td><b>'+ headers[b] +'</b></td>'; } trTableOmset += '</tr>' ; //add data, row by row for(var a=0; a<lines.length; a++){ //for each line of CSV if (lines[a][3]!=""){ //Some of my CSV lines were "header" information and not actual data to import. In that case, column [3] was blank // so, if blank, do this: currentRow = a + 2 ; //row number (a indexes from 0, excel indexes rows from 1 and has a header) trTableOmset += '<tr>' ; trTableOmset += '<td><b>'+ currentRow +'</b></td>'; //label the row for(var b=0; b<lines[0].length; b++){ // for each row if(lines[a][b] === null || lines[a][b].length > 80){ //Some of my fields had very long text that I didn't need, so I replaced with X lines[a][b]= 'x'; } trTableOmset += '<td>'+ lines[a][b] +'</td>'; //print } trTableOmset += '</tr>' ; } else { //if a[3] was just blank currentRow = a + 2 ; //corresponding row of the excel spreadsheet trTableOmset += '<tr>' ; trTableOmset += '<td><b>'+ currentRow +'</b></td>'; trTableOmset += '<td> Row in CSV is header </td>'; //just add a message in that first cell for(var b=1; b<lines[0].length; b++){ lines[a][b]= '-'; //and a "-" character for the rest of the row trTableOmset += '<td>'+ lines[a][b] +'</td>'; } } } tbodyTableOmset.append(trTableOmset); var donorField = 2 //One of the columns was my "donor" field. I need to check all donors in the CSV already exist, before importing. checkDonorCodesExist(lines, donorField) }; function checkDonorCodesExist(lines, b) { Knack.showSpinner(); var thisDonor; x = 0 for (var a = 0; a<lines.length; a++){ //for each line thisDonor = lines[a][b] //this is the donor (b is column id passed to this function, not a counter now) if ($.inArray(thisDonor, listOfDonors[0],0) == -1 && thisDonor != "-"){ //if not already in list listOfDonors[0].push(thisDonor) // add to list x++ //increment } } console.log("List of donors:") console.log(listOfDonors) console.log(x) $('#view_831').append('<br> <input type="button" value="Looks good, add these lines to project" id="myImportButton"/>') //add button $('#myImportButton').hide(); //hide it for (a = 0; a<listOfDonors[0].length; a++) { //for each donor in list checkIfInList(listOfDonors[0][a], a) //check if the donor is in the list... and add if not. } Knack.hideSpinner(); //hide the "loading" spinny thing function checkIfInList(donorCode, a){ var A = {} //change A to object, so I can access this inside my AJAX A = a var donorCODE = {}; //use object to endure reference inside AJAX donorCODE = donorCode; // api var api_url = 'https://api.knack.com/v1/scenes/scene_186/views/view_988/records' //Donor List // preparing filters var filters = [ { field: 'field_142', operator: 'is', value: donorCode //search for this donor code } ] console.log("Checking for donor code " + donorCode) // add to URL api_url += '?filters=' + encodeURIComponent(JSON.stringify(filters)); $.ajax({ url: api_url , type: "GET" , headers: { 'X-Knack-Application-Id': '56fb8b0fad25a3be79b5054a' , "X-Knack-REST-API-KEY": 'knack' , "Authorization": userToken } , success: function(data) { console.log("Successful ajax call for donor code. Returned:") console.log(data) if (data.records.length == 0) { //if doesn't already exist var donorName = prompt("Donor code " + donorCODE + " is not in the database. Press OK to add now. Optionally, please enter the name of the donor here ('UNHCR', 'GIZ', etc).") if (donorName != null){ //if user didn't click cancel addDonorCode(donorName, donorCODE, A); Knack.showSpinner(); } } else { listOfDonors[1][a] = data.records["0"].id //note the record ID of this donor console.log("List of donors:") console.log(listOfDonors); x-- showButton(listOfDonors[0][a]) } } , error: function (request, status, error) { handleAjaxError(request, status, error); //custom error function } }) } } function addDonorCode(donorName, donorCode,A) { var api_url = 'https://api.knack.com/v1/scenes/scene_391/views/view_989/records' //Donor create form userToken = Knack.getUserToken(); var dataToPost = "" dataToPost = { field_142: donorCode, field_641: donorName }; $.ajax({ url: api_url , type: "POST" , headers: { 'X-Knack-Application-Id': '56fb8b0fad25a3be79b5054a' , "X-Knack-REST-API-KEY": 'knack' , "Authorization": userToken } , data: dataToPost , success: function(data) { console.log("Successful ajax post for creating donor. Returned:") console.log(data) x-- //increment x showButton(data.record.field_142); listOfDonors[1][A] = data.record.id //record the record ID from this connected donor object (in position [1,x]) Knack.hideSpinner(); } , error: function (request, status, error) { handleAjaxError(request, status, error); Knack.hideSpinner(); } }) }; function showButton(donorCode){ if (x==0){ //if all donors have been imported/dealt with (x is global var somewhere) $("#myImportButton").show() updateStatusInfo("Checking for donor " + donorCode + ".") updateStatusInfo("Done checking donors, click button to continue.") } else { updateStatusInfo("Checking for " + donorCode + ".") } } // ========================================== // Main import code // ========================================== $("#view_831").on('click',"#myImportButton",function(){ console.log("Starting import") Knack.showSpinner(); updateStatusInfo("Starting import"); var allTextLines = fileText.split(/\r\n|\n/); //split again etc var headers = allTextLines[0].split(','); var lines = []; for (var i=1; i<allTextLines.length; i++) { var data = allTextLines[i].split(','); //data = an individual row console.log("Data row extracted:") var tarr = []; for (var j=0; j<headers.length; j++) { tarr.push(data[j]); } lines.push(tarr); } addBudgetLine1(lines, 0); //add data function addBudgetLine1(lines, a){ console.log("Called addBudgetLine1 function. a = " + a) console.log ("Lines.length = " + lines.length) console.log(lines) if (a < lines.length){ //if not finished yet console.log("BL is:") console.log(lines[a][3]); console.log("Line length:") console.log(lines[a].length) if (lines[a][3]!="" && typeof lines[a][3] != 'undefined'){ //if budgetline code is not blank and line is not blank var message = "Importing line " + lines[a][3] updateStatusInfo(message) //update my box thing var indexOfDonorID = $.inArray(lines[a][2], listOfDonors[0],0) //search listOfDonors to find record ID var donorID = listOfDonors[1][indexOfDonorID] var budgetLineCode = lines[a][3].substr(lines[a][3].length - 3) //last 3 digits console.log(budgetLineCode) if ($.inArray(budgetLineCode,existingBudgetLines) == -1){ //if not already existing addBudgetLine2(budgetLineCode, lines[a][6],lines[a][10],donorID,a,lines); } else { updateStatusInfo(budgetLineCode + " is already imported. Skipping this row of the CSV file.") a++ //increment a addBudgetLine1(lines,a) } } else { if (typeof lines[a][3] != 'undefined') { console.log("Skipped line for a = " + a) a++ //increment a addBudgetLine1(lines,a) } else { console.log("Looks like end of file!") a++ //increment a addBudgetLine1(lines,a) } } } else { alert("Finished.") Knack.hideSpinner(); } }; //===================== //POST/add budget line function //===================== function addBudgetLine2(budgetLineCode, description, totalAmount, donorID,a,lines){ //last two parameters passed just to callback function1 later var api_url = 'https://api.knack.com/v1/scenes/scene_344/views/view_990/records' //"Add Budget Line" form var equivalentUSD = totalAmount / initialCurrencyConversionRate console.log("Total value (function addBudgetLine2):") console.log(totalAmount) console.log("Converstion rate:") console.log(initialCurrencyConversionRate) var dataToPost = "" dataToPost = { field_927: description, field_178: knackProjectID, field_654: totalAmount, //in donor currency field_179: donorID, field_82: budgetLineCode, field_656: equivalentUSD, field_958: currentProjectCurrencyID, }; console.log("Equivalent USD") console.log(equivalentUSD) for (var k=0; k<scenarios.records.length; k++) { if (Number(equivalentUSD) < Number(scenarios.records[k].field_899_raw)){ //find the scenario limit. If USD value is less than max value for the current scenario... dataToPost['field_657'] = scenarios.records[k].field_898; //set scenario field dataToPost['field_658'] = scenarios.records[k].field_900; //and an additional related field break; } } console.log("Chosen scenario:") console.log(dataToPost['field_657']) $.ajax({ url: api_url , type: "POST" , headers: { 'X-Knack-Application-Id': '56fb8b0fad25a3be79b5054a' , "X-Knack-REST-API-KEY": 'knack' , "Authorization": userToken ,"Content-Type":"application/json" } , data: JSON.stringify(dataToPost) , success: function(data) { console.log("Successful added line:") console.log(data) a++ //increment a addBudgetLine1(lines,a) //and go back and repeat } , error: function (request, status, error) { handleAjaxError(request, status, error); Knack.hideSpinner(); } }) }; }); });
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