feat: adds header header normalization

This commit is contained in:
carla 2026-01-15 16:11:09 +01:00
parent 0673684cc1
commit 67072f0c52
2 changed files with 720 additions and 15 deletions

View file

@ -2,6 +2,8 @@ defmodule Mv.Membership.Import.MemberCSV do
@moduledoc """
Service module for importing members from CSV files.
require Ash.Query
This module provides the core API for CSV member import functionality:
- `prepare/2` - Parses and validates CSV content, returns import state
- `process_chunk/3` - Processes a chunk of rows and creates members
@ -70,6 +72,9 @@ defmodule Mv.Membership.Import.MemberCSV do
errors: list(Error.t())
}
alias Mv.Membership.Import.CsvParser
alias Mv.Membership.Import.HeaderMapper
@doc """
Prepares CSV content for import by parsing, mapping headers, and validating limits.
@ -104,12 +109,120 @@ defmodule Mv.Membership.Import.MemberCSV do
"""
@spec prepare(String.t(), keyword()) :: {:ok, import_state()} | {:error, String.t()}
def prepare(file_content, opts \\ []) do
# TODO: Implement in Issue #3 (CSV Parsing)
# This is a skeleton implementation that will be filled in later
_ = {file_content, opts}
max_rows = Keyword.get(opts, :max_rows, 1000)
chunk_size = Keyword.get(opts, :chunk_size, 200)
# Placeholder return - will be replaced with actual implementation
{:error, "Not yet implemented"}
with {:ok, headers, rows} <- CsvParser.parse(file_content),
{:ok, custom_fields} <- load_custom_fields(),
{:ok, maps, warnings} <- build_header_maps(headers, custom_fields),
:ok <- validate_row_count(rows, max_rows) do
chunks = chunk_rows(rows, maps, chunk_size)
{:ok,
%{
chunks: chunks,
column_map: maps.member,
custom_field_map: maps.custom,
warnings: warnings
}}
end
end
# Loads all custom fields from the database
defp load_custom_fields do
custom_fields =
Mv.Membership.CustomField
|> Ash.read!()
{:ok, custom_fields}
rescue
e ->
{:error, "Failed to load custom fields: #{Exception.message(e)}"}
end
# Builds header maps using HeaderMapper and collects warnings for unknown custom fields
defp build_header_maps(headers, custom_fields) do
# Convert custom fields to maps with id and name
custom_field_maps =
Enum.map(custom_fields, fn cf ->
%{id: to_string(cf.id), name: cf.name}
end)
case HeaderMapper.build_maps(headers, custom_field_maps) do
{:ok, %{member: member_map, custom: custom_map, unknown: unknown}} ->
# Build warnings for unknown custom field columns
warnings =
unknown
|> Enum.filter(fn header ->
# Check if it could be a custom field (not a known member field)
normalized = HeaderMapper.normalize_header(header)
# If it's not empty and not a member field, it might be a custom field
normalized != "" && not member_field?(normalized)
end)
|> Enum.map(fn header ->
"Unknown column '#{header}' will be ignored. " <>
"If this is a custom field, create it in Mila before importing."
end)
{:ok, %{member: member_map, custom: custom_map}, warnings}
{:error, reason} ->
{:error, reason}
end
end
# Checks if a normalized header matches a member field
# Uses HeaderMapper's internal logic to check if header would map to a member field
defp member_field?(normalized) do
# Try to build maps with just this header - if it maps to a member field, it's a member field
case HeaderMapper.build_maps([normalized], []) do
{:ok, %{member: member_map}} ->
# If member_map is not empty, it's a member field
map_size(member_map) > 0
_ ->
false
end
end
# Validates that row count doesn't exceed limit
defp validate_row_count(rows, max_rows) do
if length(rows) > max_rows do
{:error, "CSV file exceeds maximum row limit of #{max_rows} rows"}
else
:ok
end
end
# Chunks rows and converts them to row maps using column maps
defp chunk_rows(rows, maps, chunk_size) do
rows
|> Enum.chunk_every(chunk_size)
|> Enum.map(fn chunk ->
Enum.map(chunk, fn {line_number, row_values} ->
row_map = build_row_map(row_values, maps)
{line_number, row_map}
end)
end)
end
# Builds a row map from raw row values using column maps
defp build_row_map(row_values, maps) do
member_map =
maps.member
|> Enum.reduce(%{}, fn {field, index}, acc ->
value = Enum.at(row_values, index, "")
Map.put(acc, field, value)
end)
custom_map =
maps.custom
|> Enum.reduce(%{}, fn {custom_field_id, index}, acc ->
value = Enum.at(row_values, index, "")
Map.put(acc, custom_field_id, value)
end)
%{member: member_map, custom: custom_map}
end
@doc """
@ -126,8 +239,9 @@ defmodule Mv.Membership.Import.MemberCSV do
- `chunk_rows_with_lines` - List of tuples `{csv_line_number, row_map}` where:
- `csv_line_number` - Physical line number in CSV (1-based)
- `row_map` - Map of column names to values
- `column_map` - Map of canonical field names (atoms) to column indices
- `row_map` - Map with `:member` and `:custom` keys containing field values
- `column_map` - Map of canonical field names (atoms) to column indices (for reference)
- `custom_field_map` - Map of custom field IDs (strings) to column indices (for reference)
- `opts` - Optional keyword list for processing options
## Returns
@ -137,22 +251,233 @@ defmodule Mv.Membership.Import.MemberCSV do
## Examples
iex> chunk = [{2, %{"email" => "john@example.com"}}]
iex> chunk = [{2, %{member: %{email: "john@example.com"}, custom: %{}}}]
iex> column_map = %{email: 0}
iex> MemberCSV.process_chunk(chunk, column_map)
iex> custom_field_map = %{}
iex> MemberCSV.process_chunk(chunk, column_map, custom_field_map)
{:ok, %{inserted: 1, failed: 0, errors: []}}
"""
@spec process_chunk(
list({pos_integer(), map()}),
%{atom() => non_neg_integer()},
%{String.t() => non_neg_integer()},
keyword()
) :: {:ok, chunk_result()} | {:error, String.t()}
def process_chunk(chunk_rows_with_lines, column_map, opts \\ []) do
# TODO: Implement in Issue #6 (Persistence)
# This is a skeleton implementation that will be filled in later
_ = {chunk_rows_with_lines, column_map, opts}
def process_chunk(chunk_rows_with_lines, _column_map, _custom_field_map, _opts \\ []) do
{inserted, failed, errors} =
Enum.reduce(chunk_rows_with_lines, {0, 0, []}, fn {line_number, row_map},
{acc_inserted, acc_failed, acc_errors} ->
case process_row(row_map, line_number) do
{:ok, _member} ->
{acc_inserted + 1, acc_failed, acc_errors}
# Placeholder return - will be replaced with actual implementation
{:ok, %{inserted: 0, failed: 0, errors: []}}
{:error, error} ->
{acc_inserted, acc_failed + 1, [error | acc_errors]}
end
end)
{:ok, %{inserted: inserted, failed: failed, errors: Enum.reverse(errors)}}
end
# Processes a single row and creates member with custom field values
defp process_row(%{member: member_attrs, custom: custom_attrs}, line_number) do
# Prepare custom field values for Ash
custom_field_values = prepare_custom_field_values(custom_attrs)
# Create member with custom field values
member_attrs_with_cf =
member_attrs
|> Map.put(:custom_field_values, custom_field_values)
|> trim_string_values()
# Only include custom_field_values if not empty
final_attrs =
if Enum.empty?(custom_field_values) do
Map.delete(member_attrs_with_cf, :custom_field_values)
else
member_attrs_with_cf
end
case Mv.Membership.create_member(final_attrs) do
{:ok, member} ->
{:ok, member}
{:error, %Ash.Error.Invalid{} = error} ->
{:error, format_ash_error(error, line_number)}
{:error, error} ->
{:error, %Error{csv_line_number: line_number, field: nil, message: inspect(error)}}
end
rescue
e ->
{:error, %Error{csv_line_number: line_number, field: nil, message: Exception.message(e)}}
end
# Prepares custom field values from row map for Ash
defp prepare_custom_field_values(custom_attrs) when is_map(custom_attrs) do
custom_attrs
|> Enum.filter(fn {_id, value} -> value != nil && value != "" end)
|> Enum.map(fn {custom_field_id_str, value} ->
# Load custom field to get value_type and ensure ID is correct
case load_custom_field_by_id(custom_field_id_str) do
{:ok, custom_field} ->
# Use the actual custom_field.id (UUID) from the database
%{
"custom_field_id" => to_string(custom_field.id),
"value" => format_custom_field_value(value, custom_field.value_type)
}
{:error, _} ->
# Skip if custom field not found
nil
end
end)
|> Enum.filter(&(&1 != nil))
end
defp prepare_custom_field_values(_), do: []
# Loads a custom field by ID (string or UUID)
defp load_custom_field_by_id(id) when is_binary(id) do
require Ash.Query
try do
# Try to parse as UUID first
uuid_id =
case Ecto.UUID.cast(id) do
{:ok, uuid} -> uuid
:error -> id
end
custom_field =
Mv.Membership.CustomField
|> Ash.Query.filter(id == ^uuid_id)
|> Ash.read_one!()
{:ok, custom_field}
rescue
_ -> {:error, :not_found}
end
end
defp load_custom_field_by_id(_), do: {:error, :invalid_id}
# Formats a custom field value according to its type
# Uses _union_type and _union_value format as expected by Ash
defp format_custom_field_value(value, :string) when is_binary(value) do
%{"_union_type" => "string", "_union_value" => String.trim(value)}
end
defp format_custom_field_value(value, :integer) when is_binary(value) do
case Integer.parse(value) do
{int_value, _} -> %{"_union_type" => "integer", "_union_value" => int_value}
:error -> %{"_union_type" => "string", "_union_value" => String.trim(value)}
end
end
defp format_custom_field_value(value, :boolean) when is_binary(value) do
bool_value =
value
|> String.trim()
|> String.downcase()
|> case do
"true" -> true
"1" -> true
"yes" -> true
"ja" -> true
_ -> false
end
%{"_union_type" => "boolean", "_union_value" => bool_value}
end
defp format_custom_field_value(value, :date) when is_binary(value) do
case Date.from_iso8601(String.trim(value)) do
{:ok, date} -> %{"_union_type" => "date", "_union_value" => date}
{:error, _} -> %{"_union_type" => "string", "_union_value" => String.trim(value)}
end
end
defp format_custom_field_value(value, :email) when is_binary(value) do
%{"_union_type" => "email", "_union_value" => String.trim(value)}
end
defp format_custom_field_value(value, _type) when is_binary(value) do
# Default to string if type is unknown
%{"_union_type" => "string", "_union_value" => String.trim(value)}
end
# Trims all string values in member attributes
defp trim_string_values(attrs) do
Enum.reduce(attrs, %{}, fn {key, value}, acc ->
trimmed_value =
if is_binary(value) do
String.trim(value)
else
value
end
Map.put(acc, key, trimmed_value)
end)
end
# Formats Ash errors into MemberCSV.Error structs
defp format_ash_error(%Ash.Error.Invalid{errors: errors}, line_number) do
# Try to find email-related errors first (for better error messages)
email_error =
Enum.find(errors, fn error ->
case error do
%{field: :email} -> true
_ -> false
end
end)
case email_error || List.first(errors) do
%{field: field, message: message} when is_atom(field) ->
%Error{
csv_line_number: line_number,
field: field,
message: format_error_message(message, field)
}
%{message: message} ->
%Error{
csv_line_number: line_number,
field: nil,
message: format_error_message(message, nil)
}
_ ->
%Error{
csv_line_number: line_number,
field: nil,
message: "Validation failed"
}
end
end
# Formats error messages, handling common cases like email uniqueness
defp format_error_message(message, field) when is_binary(message) do
if email_uniqueness_error?(message, field) do
"email has already been taken"
else
message
end
end
defp format_error_message(message, _field), do: to_string(message)
# Checks if error message indicates email uniqueness constraint violation
defp email_uniqueness_error?(message, :email) do
message_lower = String.downcase(message)
String.contains?(message_lower, "unique") or
String.contains?(message_lower, "constraint") or
String.contains?(message_lower, "duplicate") or
String.contains?(message_lower, "already been taken") or
String.contains?(message_lower, "already exists") or
String.contains?(message_lower, "violates unique constraint")
end
defp email_uniqueness_error?(_message, _field), do: false
end