feat(C.5): Modularer Import/Export — Shared Helpers, Preview/Mapping, Background Jobs, Partial-Failure
C5-BASE: app/services/import_export_helpers.py (NEU, 352 Zeilen)
- parse_csv/json/xlsx, write_csv/json/xlsx, map_fields, suggest_mapping
- validate_row, build_error_report, build_import_result, detect_format
C5-PREVIEW: POST /import/preview + POST /import/validate
- Preview gibt erste 10 Zeilen + Spalten + Mapping-Vorschlag
- Validate gibt Fehler-Report ohne Import
C5-JOB: app/services/import_export_jobs.py (NEU, 165 Zeilen)
- ARQ Background Job für Files >1000 Zeilen
- Job-Status: pending/processing/completed/partial_success/failed
- GET /import/status/{job_id} — Status + Progress + Fehler-Report
- Partial-Failure: try/except pro Zeile, fehlerhafte gesammelt, erfolgreiche committet
C5-CONTACT+C5-COMPANY: Handler auf Shared Helpers umgestellt
C5-UI: ImportWizard.tsx (5 Steps: Upload→Preview→Validation→Review→Result)
C5-TEST: 45 Tests in test_import_export.py — alle grün
C5-DOC: Plugin-Dev-Guide Kapitel 31 (Import/Export Handler)
This commit is contained in:
@@ -1,4 +1,8 @@
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"""Import/export service — CSV import with dry-run preview, CSV/XLSX export.
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"""Import/export service — CSV/JSON/XLSX import with dry-run preview, partial-failure, CSV/XLSX export.
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Uses shared helpers from import_export_helpers.py for parsing, writing, mapping,
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and validation. Implements partial-failure semantics: valid rows are committed
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while invalid rows are collected into a structured error report.
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Uses unified Contact model fields: firstname, surname, email_1, phone_1, phone_2, function.
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Company import creates Contact with type='company'.
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@@ -6,8 +10,7 @@ Company import creates Contact with type='company'.
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from __future__ import annotations
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import csv
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import io
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import logging
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import uuid
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from typing import Any
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@@ -17,203 +20,322 @@ from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.audit import log_audit
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from app.core.visibility import apply_visibility_filter
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from app.models.contact import Contact
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from app.services import import_export_helpers as helpers
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from app.services.contact_service import _serialize_contact as _contact_to_dict
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logger = logging.getLogger(__name__)
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# Expected CSV columns for each entity type
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# Company import creates Contact with type='company' using name field
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COMPANY_COLUMNS = ["name", "industry", "phone", "email", "website"]
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# Contact import uses unified Contact fields
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CONTACT_COLUMNS = ["firstname", "surname", "email", "phone", "mobile", "function", "department"]
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# Target fields for mapping suggestions
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CONTACT_TARGET_FIELDS = ["firstname", "surname", "email", "phone", "mobile", "function", "department"]
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COMPANY_TARGET_FIELDS = ["name", "industry", "phone", "email", "website"]
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def _parse_csv(content: str) -> list[dict[str, str]]:
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"""Parse CSV content into list of dicts."""
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reader = csv.DictReader(io.StringIO(content))
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return [dict(row) for row in reader]
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# Validators for each entity type
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CONTACT_VALIDATORS: dict[str, dict] = {
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"email": {"type": "email"},
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}
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COMPANY_VALIDATORS: dict[str, dict] = {
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"email": {"type": "email"},
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"website": {"type": "url"},
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}
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# Threshold for background job processing (rows above this go to ARQ)
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BACKGROUND_JOB_THRESHOLD = 1000
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def _parse_csv(content: str | bytes) -> list[dict[str, str]]:
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"""Parse file content into list of dicts (delegates to helpers with format detection).
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Despite the name, this handles CSV, JSON, and XLSX formats by detecting
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from content. This maintains backward compatibility with existing callers.
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"""
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if isinstance(content, str):
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content = content.encode("utf-8")
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# Detect format from content magic bytes
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fmt = helpers.detect_format("upload", content)
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if fmt == "json":
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return helpers.parse_json(content)
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elif fmt == "xlsx":
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return helpers.parse_xlsx(content)
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return helpers.parse_csv(content)
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def _validate_row(row: dict[str, str], required: list[str]) -> list[str]:
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"""Validate a single row. Returns list of error messages (empty if valid)."""
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errors = []
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for col in required:
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val = row.get(col, "").strip()
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if not val:
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errors.append(f"Missing required field: {col}")
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return errors
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"""Validate a single row (delegates to helpers for backward compat)."""
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return helpers.validate_row(row, required)
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def _normalize_contact_row(row: dict[str, str]) -> dict[str, str]:
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"""Normalize contact row to unified field names."""
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firstname = (row.get("firstname") or row.get("first_name") or "").strip()
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surname = (row.get("surname") or row.get("last_name") or "").strip()
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row["firstname"] = firstname
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row["surname"] = surname
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# Map old column names to unified ones
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if "email" not in row and "email_address" in row:
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row["email"] = row["email_address"]
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if "mobile" not in row and "phone_2" in row:
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row["mobile"] = row["phone_2"]
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if "function" not in row and "position" in row:
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row["function"] = row["position"]
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return row
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def _normalize_company_row(row: dict[str, str]) -> dict[str, str]:
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"""Normalize company row to unified field names."""
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name = (row.get("name") or row.get("company") or row.get("company_name") or "").strip()
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row["name"] = name
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if "email" not in row and "email_address" in row:
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row["email"] = row["email_address"]
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if "website" not in row and "url" in row:
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row["website"] = row["url"]
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if "website" not in row and "homepage" in row:
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row["website"] = row["homepage"]
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return row
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async def import_companies(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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csv_content: str,
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csv_content: str | bytes,
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dry_run: bool = False,
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field_mapping: dict[str, str] | None = None,
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) -> dict[str, Any]:
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"""Import companies from CSV as Contact with type='company'.
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Uses unified Contact model: name field for company name, email_1/phone_1 for contact info.
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Implements partial-failure: valid rows committed, invalid rows collected in error report.
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"""
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rows = _parse_csv(csv_content)
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total = len(rows)
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valid_rows = []
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errors = []
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errors: list[dict] = []
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valid_rows: list[dict] = []
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for idx, row in enumerate(rows, start=1):
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row_errors = _validate_row(row, ["name"])
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# Apply field mapping if provided
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if field_mapping:
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row = helpers.map_fields(row, field_mapping)
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row = _normalize_company_row(row)
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row_errors = helpers.validate_row(row, ["name"], COMPANY_VALIDATORS)
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if row_errors:
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for e in row_errors:
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errors.append({"row": idx, "error": e})
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errors.append({"row": idx, "field": "", "message": e})
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else:
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valid_rows.append(row)
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# Count unique failed rows (a row may have multiple errors)
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failed_row_count = len({e["row"] for e in errors})
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if dry_run:
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return {
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"total": total,
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"valid": len(valid_rows),
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"invalid": len(errors),
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"errors": errors,
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"created": [],
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"dry_run": True,
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}
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created = []
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for row in valid_rows:
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contact = Contact(
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tenant_id=tenant_id,
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type="company",
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name=row["name"].strip(),
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displayname=row["name"].strip(),
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email_1=row.get("email", "").strip() or None,
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phone_1=row.get("phone", "").strip() or None,
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website=row.get("website", "").strip() or None,
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owner_id=user_id,
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created_by=user_id,
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updated_by=user_id,
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return helpers.build_import_result(
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total=total,
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succeeded=len(valid_rows),
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failed=failed_row_count,
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errors=errors,
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dry_run=True,
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)
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db.add(contact)
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await db.flush()
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await log_audit(
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db,
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tenant_id,
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user_id,
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"import",
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"contact",
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contact.id,
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changes={"name": contact.name, "type": "company"},
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)
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created.append(_contact_to_dict(contact))
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return {
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"total": total,
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"valid": len(valid_rows),
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"invalid": len(errors),
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"errors": errors,
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"created": created,
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"dry_run": False,
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}
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created: list[dict] = []
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failed: list[dict] = []
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succeeded = 0
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for idx, row in enumerate(valid_rows, start=1):
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try:
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contact = Contact(
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tenant_id=tenant_id,
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type="company",
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name=row["name"].strip(),
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displayname=row["name"].strip(),
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email_1=row.get("email", "").strip() or None,
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phone_1=row.get("phone", "").strip() or None,
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website=row.get("website", "").strip() or None,
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owner_id=user_id,
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created_by=user_id,
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updated_by=user_id,
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)
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db.add(contact)
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await db.flush()
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await log_audit(
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db,
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tenant_id,
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user_id,
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"import",
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"contact",
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contact.id,
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changes={"name": contact.name, "type": "company"},
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)
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created.append(_contact_to_dict(contact))
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succeeded += 1
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except Exception as exc:
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logger.warning("Import companies: row %d failed: %s", idx, exc)
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await db.rollback()
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failed.append({"row": idx, "field": "", "message": str(exc)})
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if succeeded > 0:
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try:
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await db.commit()
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except Exception as exc:
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logger.error("Import companies: commit failed: %s", exc)
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await db.rollback()
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return helpers.build_import_result(
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total=total,
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succeeded=0,
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failed=len(valid_rows),
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errors=errors + [{"row": 0, "field": "", "message": f"Commit failed: {exc}"}],
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created=[],
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)
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# Count unique failed rows from validation errors + runtime failures
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all_failed_rows = {e["row"] for e in errors} | {f["row"] for f in failed}
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return helpers.build_import_result(
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total=total,
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succeeded=succeeded,
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failed=len(all_failed_rows),
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errors=errors + failed,
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created=created,
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)
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async def import_contacts(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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csv_content: str,
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csv_content: str | bytes,
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dry_run: bool = False,
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field_mapping: dict[str, str] | None = None,
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) -> dict[str, Any]:
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"""Import contacts from CSV using unified Contact model fields.
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CSV columns: firstname, surname, email, phone, mobile, function, department.
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Maps to Contact fields: firstname, surname, email_1, phone_1, phone_2, function.
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Implements partial-failure: valid rows committed, invalid rows collected in error report.
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"""
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rows = _parse_csv(csv_content)
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total = len(rows)
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valid_rows = []
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errors = []
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errors: list[dict] = []
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valid_rows: list[dict] = []
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for idx, row in enumerate(rows, start=1):
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# Accept both old (first_name/last_name) and new (firstname/surname) column names
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firstname = (row.get("firstname") or row.get("first_name") or "").strip()
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surname = (row.get("surname") or row.get("last_name") or "").strip()
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if not firstname and not surname:
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errors.append({"row": idx, "error": "Missing required field: firstname or surname"})
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# Apply field mapping if provided
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if field_mapping:
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row = helpers.map_fields(row, field_mapping)
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row = _normalize_contact_row(row)
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# Validate: at least one of firstname or surname required
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if not row["firstname"] and not row["surname"]:
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errors.append({"row": idx, "field": "", "message": "Missing required field: firstname or surname"})
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continue
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row_errors = helpers.validate_row(row, [], CONTACT_VALIDATORS)
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if row_errors:
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for e in row_errors:
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errors.append({"row": idx, "field": "", "message": e})
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else:
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# Normalize row to use unified field names
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row["firstname"] = firstname
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row["surname"] = surname
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valid_rows.append(row)
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# Count unique failed rows (a row may have multiple errors)
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failed_row_count = len({e["row"] for e in errors})
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if dry_run:
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return {
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"total": total,
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"valid": len(valid_rows),
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"invalid": len(errors),
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"errors": errors,
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"created": [],
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"dry_run": True,
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}
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created = []
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for row in valid_rows:
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contact = Contact(
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tenant_id=tenant_id,
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type="person",
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firstname=row["firstname"].strip() or None,
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surname=row["surname"].strip() or None,
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displayname=f"{row['firstname']} {row['surname']}",
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email_1=row.get("email", "").strip() or None,
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phone_1=row.get("phone", "").strip() or None,
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phone_2=row.get("mobile", "").strip() or None,
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owner_id=user_id,
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created_by=user_id,
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updated_by=user_id,
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return helpers.build_import_result(
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total=total,
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succeeded=len(valid_rows),
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failed=failed_row_count,
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errors=errors,
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dry_run=True,
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)
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db.add(contact)
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await db.flush()
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await log_audit(
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db,
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tenant_id,
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user_id,
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"import",
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"contact",
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contact.id,
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changes={"firstname": contact.firstname, "surname": contact.surname},
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)
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created.append(_contact_to_dict(contact))
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return {
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"total": total,
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"valid": len(valid_rows),
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"invalid": len(errors),
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"errors": errors,
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"created": created,
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"dry_run": False,
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}
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created: list[dict] = []
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failed: list[dict] = []
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succeeded = 0
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for idx, row in enumerate(valid_rows, start=1):
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try:
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contact = Contact(
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tenant_id=tenant_id,
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type="person",
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firstname=row["firstname"].strip() or None,
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surname=row["surname"].strip() or None,
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displayname=f"{row['firstname']} {row['surname']}".strip(),
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email_1=row.get("email", "").strip() or None,
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phone_1=row.get("phone", "").strip() or None,
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phone_2=row.get("mobile", "").strip() or None,
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owner_id=user_id,
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created_by=user_id,
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updated_by=user_id,
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)
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db.add(contact)
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await db.flush()
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await log_audit(
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db,
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tenant_id,
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user_id,
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"import",
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"contact",
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contact.id,
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changes={"firstname": contact.firstname, "surname": contact.surname},
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)
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created.append(_contact_to_dict(contact))
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succeeded += 1
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except Exception as exc:
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logger.warning("Import contacts: row %d failed: %s", idx, exc)
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await db.rollback()
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failed.append({"row": idx, "field": "", "message": str(exc)})
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if succeeded > 0:
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try:
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await db.commit()
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except Exception as exc:
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logger.error("Import contacts: commit failed: %s", exc)
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await db.rollback()
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return helpers.build_import_result(
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total=total,
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succeeded=0,
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failed=len(valid_rows),
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errors=errors + [{"row": 0, "field": "", "message": f"Commit failed: {exc}"}],
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created=[],
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)
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# Count unique failed rows from validation errors + runtime failures
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all_failed_rows = {e["row"] for e in errors} | {f["row"] for f in failed}
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return helpers.build_import_result(
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total=total,
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succeeded=succeeded,
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failed=len(all_failed_rows),
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errors=errors + failed,
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created=created,
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)
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async def import_csv(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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csv_content: str,
|
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csv_content: str | bytes,
|
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entity_type: str,
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dry_run: bool = False,
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field_mapping: dict[str, str] | None = None,
|
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) -> dict[str, Any]:
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"""Generic CSV import dispatcher based on entity_type ('companies' or 'contacts')."""
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if entity_type == "companies":
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return await import_companies(db, tenant_id, user_id, csv_content, dry_run=dry_run)
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return await import_companies(db, tenant_id, user_id, csv_content, dry_run=dry_run, field_mapping=field_mapping)
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elif entity_type == "contacts":
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return await import_contacts(db, tenant_id, user_id, csv_content, dry_run=dry_run)
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return await import_contacts(db, tenant_id, user_id, csv_content, dry_run=dry_run, field_mapping=field_mapping)
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else:
|
||||
return {
|
||||
"total": 0,
|
||||
"valid": 0,
|
||||
"invalid": 0,
|
||||
"errors": [{"row": 0, "error": f"Unknown entity_type: {entity_type}"}],
|
||||
"created": [],
|
||||
"dry_run": dry_run,
|
||||
}
|
||||
return helpers.build_import_result(
|
||||
total=0,
|
||||
succeeded=0,
|
||||
failed=1,
|
||||
errors=[{"row": 0, "field": "", "message": f"Unknown entity_type: {entity_type}"}],
|
||||
)
|
||||
|
||||
|
||||
# ─── Export functions ────────────────────────────────────────────────────────
|
||||
|
||||
async def export_contacts_csv(
|
||||
db: AsyncSession,
|
||||
tenant_id: uuid.UUID,
|
||||
@@ -236,28 +358,24 @@ async def export_contacts_csv(
|
||||
result = await db.execute(q)
|
||||
contacts = result.scalars().all()
|
||||
|
||||
output = io.StringIO()
|
||||
writer = csv.writer(output)
|
||||
writer.writerow(
|
||||
["id", "type", "firstname", "surname", "name", "email", "phone", "mobile", "city", "postalcode", "country"]
|
||||
)
|
||||
for c in contacts:
|
||||
writer.writerow(
|
||||
[
|
||||
str(c.id),
|
||||
c.type or "person",
|
||||
c.firstname or "",
|
||||
c.surname or "",
|
||||
c.name or "",
|
||||
c.email_1 or "",
|
||||
c.phone_1 or "",
|
||||
c.phone_2 or "",
|
||||
c.mailing_city or "",
|
||||
c.mailing_postalcode or "",
|
||||
c.mailing_country or "",
|
||||
]
|
||||
)
|
||||
return output.getvalue()
|
||||
headers = ["id", "type", "firstname", "surname", "name", "email", "phone", "mobile", "city", "postalcode", "country"]
|
||||
rows = [
|
||||
{
|
||||
"id": str(c.id),
|
||||
"type": c.type or "person",
|
||||
"firstname": c.firstname or "",
|
||||
"surname": c.surname or "",
|
||||
"name": c.name or "",
|
||||
"email": c.email_1 or "",
|
||||
"phone": c.phone_1 or "",
|
||||
"mobile": c.phone_2 or "",
|
||||
"city": c.mailing_city or "",
|
||||
"postalcode": c.mailing_postalcode or "",
|
||||
"country": c.mailing_country or "",
|
||||
}
|
||||
for c in contacts
|
||||
]
|
||||
return helpers.write_csv(rows, headers).decode("utf-8")
|
||||
|
||||
|
||||
async def export_companies_csv(
|
||||
@@ -283,23 +401,97 @@ async def export_companies_csv(
|
||||
result = await db.execute(q)
|
||||
companies = result.scalars().all()
|
||||
|
||||
output = io.StringIO()
|
||||
writer = csv.writer(output)
|
||||
writer.writerow(
|
||||
["id", "type", "name", "email", "phone", "website", "city", "postalcode", "country"]
|
||||
headers = ["id", "type", "name", "email", "phone", "website", "city", "postalcode", "country"]
|
||||
rows = [
|
||||
{
|
||||
"id": str(c.id),
|
||||
"type": c.type or "company",
|
||||
"name": c.name or "",
|
||||
"email": c.email_1 or "",
|
||||
"phone": c.phone_1 or "",
|
||||
"website": c.website or "",
|
||||
"city": c.mailing_city or "",
|
||||
"postalcode": c.mailing_postalcode or "",
|
||||
"country": c.mailing_country or "",
|
||||
}
|
||||
for c in companies
|
||||
]
|
||||
return helpers.write_csv(rows, headers).decode("utf-8")
|
||||
|
||||
|
||||
# ─── Preview & Validate ──────────────────────────────────────────────────────
|
||||
|
||||
def preview_import(
|
||||
filename: str,
|
||||
content: bytes,
|
||||
entity_type: str,
|
||||
) -> dict[str, Any]:
|
||||
"""Parse a file and return preview data (first 10 rows) + mapping suggestion.
|
||||
|
||||
Does NOT touch the database.
|
||||
"""
|
||||
rows = helpers.parse_file(filename, content)
|
||||
columns = list(rows[0].keys()) if rows else []
|
||||
preview_rows = rows[:10]
|
||||
|
||||
if entity_type == "contacts":
|
||||
target_fields = CONTACT_TARGET_FIELDS
|
||||
elif entity_type == "companies":
|
||||
target_fields = COMPANY_TARGET_FIELDS
|
||||
else:
|
||||
target_fields = []
|
||||
|
||||
mapping_suggestion = helpers.suggest_mapping(columns, target_fields)
|
||||
|
||||
return {
|
||||
"total_rows": len(rows),
|
||||
"columns": columns,
|
||||
"preview_rows": preview_rows,
|
||||
"mapping_suggestion": mapping_suggestion,
|
||||
"target_fields": target_fields,
|
||||
}
|
||||
|
||||
|
||||
def validate_import(
|
||||
filename: str,
|
||||
content: bytes,
|
||||
entity_type: str,
|
||||
field_mapping: dict[str, str] | None = None,
|
||||
) -> dict[str, Any]:
|
||||
"""Validate all rows against mapping and return error report without importing."""
|
||||
rows = helpers.parse_file(filename, content)
|
||||
total = len(rows)
|
||||
errors: list[dict] = []
|
||||
valid_count = 0
|
||||
|
||||
for idx, row in enumerate(rows, start=1):
|
||||
if field_mapping:
|
||||
row = helpers.map_fields(row, field_mapping)
|
||||
if entity_type == "contacts":
|
||||
row = _normalize_contact_row(row)
|
||||
if not row["firstname"] and not row["surname"]:
|
||||
errors.append({"row": idx, "field": "", "message": "Missing required field: firstname or surname"})
|
||||
continue
|
||||
row_errors = helpers.validate_row(row, [], CONTACT_VALIDATORS)
|
||||
elif entity_type == "companies":
|
||||
row = _normalize_company_row(row)
|
||||
row_errors = helpers.validate_row(row, ["name"], COMPANY_VALIDATORS)
|
||||
else:
|
||||
errors.append({"row": idx, "field": "", "message": f"Unknown entity_type: {entity_type}"})
|
||||
continue
|
||||
|
||||
if row_errors:
|
||||
for e in row_errors:
|
||||
errors.append({"row": idx, "field": "", "message": e})
|
||||
else:
|
||||
valid_count += 1
|
||||
|
||||
# Count unique failed rows
|
||||
failed_row_count = len({e["row"] for e in errors})
|
||||
return helpers.build_import_result(
|
||||
total=total,
|
||||
succeeded=valid_count,
|
||||
failed=failed_row_count,
|
||||
errors=errors,
|
||||
dry_run=True,
|
||||
)
|
||||
for c in companies:
|
||||
writer.writerow(
|
||||
[
|
||||
str(c.id),
|
||||
c.type or "company",
|
||||
c.name or "",
|
||||
c.email_1 or "",
|
||||
c.phone_1 or "",
|
||||
c.website or "",
|
||||
c.mailing_city or "",
|
||||
c.mailing_postalcode or "",
|
||||
c.mailing_country or "",
|
||||
]
|
||||
)
|
||||
return output.getvalue()
|
||||
|
||||
Reference in New Issue
Block a user