Generic Admin Import Support

app/controllers/admin/imports_controller.rb

@@ -0,0 +1,92 @@
+# frozen_string_literal: true
+
+# Copyright (c) 2008-2013 Michael Dvorkin and contributors.
+#
+# Fat Free CRM is freely distributable under the terms of MIT license.
+# See MIT-LICENSE file or http://www.opensource.org/licenses/mit-license.php
+#------------------------------------------------------------------------------
+class Admin::ImportsController < Admin::ApplicationController
+  before_action :setup_current_tab, only: %i[index import]
+
+  # GET /admin/imports
+  #----------------------------------------------------------------------------
+  def index
+  end
+
+  # POST /admin/imports/import
+  #----------------------------------------------------------------------------
+  def import
+    if params[:file].nil?
+      flash[:error] = t(:msg_no_file_chosen)
+      redirect_to admin_imports_path and return
+    end
+
+    klass = params[:klass].classify.constantize rescue nil
+    unless [Lead, Account, Campaign, Opportunity, Contact, Task].include?(klass)
+      flash[:error] = t(:msg_invalid_class)
+      redirect_to admin_imports_path and return
+    end
+
+    import_records(klass, params[:file])
+    redirect_to admin_imports_path
+  end
+
+  private
+
+  def import_records(klass, file)
+    require 'csv'
+    @imported_count = 0
+    @errors = []
+
+    CSV.foreach(file.path, headers: true) do |row|
+      attributes = row.to_hash
+      mapped_attributes = map_attributes(klass, attributes)
+
+      record = klass.new(mapped_attributes)
+      record.user = current_user
+      record.access = Setting.default_access if record.respond_to?(:access=)
+
+      if record.save
+        @imported_count += 1
+      else
+        @errors << "#{row.to_s.strip}: #{record.errors.full_messages.join(', ')}"
+      end
+    end
+
+    if @errors.empty?
+      flash[:notice] = t(:msg_imported_records, count: @imported_count, records: klass.model_name.human(count: @imported_count).downcase)
+    else
+      flash[:warning] = t(:msg_imported_records_with_errors, count: @imported_count, records: klass.model_name.human(count: @imported_count).downcase, errors: @errors.size)
+      flash[:error] = @errors.join("<br/>").html_safe
+    end
+  end
+
+  def map_attributes(klass, attributes)
+    mapped = {}
+    attributes.each do |key, value|
+      next if value.blank?
+
+      attr_name = find_attribute_name(klass, key)
+      mapped[attr_name] = value if attr_name
+    end
+    mapped
+  end
+
+  def find_attribute_name(klass, key)
+    key = key.to_s.strip
+    return key if klass.column_names.include?(key)
+
+    normalized_key = key.downcase.gsub(' ', '_')
+    return normalized_key if klass.column_names.include?(normalized_key)
+
+    klass.column_names.each do |col|
+      return col if klass.human_attribute_name(col).downcase == key.downcase
+    end
+
+    nil
+  end
+
+  def setup_current_tab
+    set_current_tab('admin/imports')
+  end
+end

app/views/admin/imports/index.html.haml

@@ -0,0 +1,27 @@
+.title
+  = t(:admin_tab_import)
+
+.remote
+  = form_tag import_admin_imports_path, multipart: true do
+    .section
+      .subtitle
+        = t(:import_help)
+      %p
+        = t(:import_supported_headers)
+      %p
+        %strong= t(:import_example_header)
+        %pre
+          = t(:import_example_content)
+      %p
+        %em= t(:import_note)
+      %table
+        %tr
+          %td
+            .label.top.req #{t(:import_type)}:
+            = select_tag :klass, options_for_select([[t(:lead), 'Lead'], [t(:account), 'Account'], [t(:campaign), 'Campaign'], [t(:opportunity), 'Opportunity'], [t(:contact), 'Contact'], [t(:task), 'Task']])
+        %tr
+          %td
+            .label.top.req #{t(:csv_file)}:
+            = file_field_tag :file
+    .buttonbar
+      = submit_tag t(:import_records_button), id: :import_submit

config/locales/fat_free_crm.en-US.yml

@@ -27,7 +27,7 @@ en-US:
   tab_opportunities: Opportunities
   tab_team: Team
   admin_tab_groups: Groups
-  admin_tab_leads_import: "Leads Import"
+  admin_tab_import: "Import"
   admin_tab_users: Users
   admin_tab_fields: Custom Fields
   admin_tab_tags: Tags
@@ -203,8 +203,9 @@ en-US:
   msg_asset_deleted: ! '%{value} has been deleted.'
   msg_asset_not_available: This %{value} is no longer available.
   msg_no_file_chosen: "Please choose a file to upload."
-  msg_imported_leads: "Successfully imported %{count} leads."
-  msg_imported_leads_with_errors: "Imported %{count} leads, but %{errors} records failed."
+  msg_invalid_class: "Invalid record type selected for import."
+  msg_imported_records: "Successfully imported %{count} %{records}."
+  msg_imported_records_with_errors: "Imported %{count} %{records}, but %{errors} records failed."
   msg_not_authorized: You are not authorized to take this action.
   msg_assets_not_available: The %{value} are not available.
   msg_asset_rejected: ! '%{value} has been rejected.'
@@ -464,11 +465,13 @@ en-US:
   create_lead: Create Lead
   import_leads: Import Leads
   csv_file: CSV File
-  leads_import_help: "Upload a CSV file to import leads. The first row should contain the headers. The importer will automatically map headers to lead attributes."
-  leads_import_supported_headers: "Supported headers include: First Name, Last Name, Email, Company, Title, Phone, Mobile, Source, Status, Referred By, Rating, Do Not Call, and Background Info."
-  leads_import_example_header: "Example CSV format:"
-  leads_import_example_content: "First Name,Last Name,Email,Company\nJohn,Doe,john.doe@example.com,ACME Corp\nJane,Smith,jane.smith@example.com,Global Industries"
-  leads_import_note: "Note: Custom fields can also be imported using their labels or column names (e.g., cf_custom_field)."
+  import_help: "Upload a CSV file to import leads. The first row should contain the headers. The importer will automatically map headers to lead attributes."
+  import_supported_headers: "Supported headers include: First Name, Last Name, Email, Company, Title, Phone, Mobile, Source, Status, Referred By, Rating, Do Not Call, and Background Info."
+  import_example_header: "Example CSV format:"
+  import_example_content: "First Name,Last Name,Email,Company\nJohn,Doe,john.doe@example.com,ACME Corp\nJane,Smith,jane.smith@example.com,Global Industries"
+  import_note: "Note: Custom fields can also be imported using their labels or column names (e.g., cf_custom_field)."
+  import_type: "Import Type"
+  import_records_button: "Import Records"
   create_opp_for_contact: You can optionally create an opportunity for the %{value}
     contact by specifying the name, current stage, estimated closing date, sale probability,
     amount of the deal, and the discount offered.

config/routes.rb

@@ -164,7 +164,7 @@
   end
 
   namespace :admin do
-    resources :leads, only: [:index] do
+    resources :imports, only: [:index] do
       collection do
         post :import
       end

config/settings.default.yml

@@ -250,10 +250,10 @@
   :url:
     :controller: admin/users
 - :active: false
-  :text: :admin_tab_leads_import
+  :text: :admin_tab_import
   :icon: :fa-upload
   :url:
-    :controller: admin/leads
+    :controller: admin/imports
 - :active: true
   :text: :admin_tab_groups
   :icon: :fa-users

server.log

@@ -0,0 +1,25 @@
+bundler: failed to load command: ./bin/rails (./bin/rails)
+/app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/definition.rb:524:in `materialize': Could not find rails-8.0.5, rails-i18n-8.1.0, responders-3.2.0, jquery-rails-4.6.1, font-awesome-rails-4.7.0.9, rails3-jquery-autocomplete-1.0.15, rails_autolink-1.1.8, rspec-rails-7.1.1, factory_bot_rails-6.5.1, sassc-rails-2.1.2, coffee-rails-5.0.0, devise-5.0.3, devise-i18n-1.15.0, devise-encryptable-0.2.0, devise-security-0.18.0, bootstrap-5.2.3, solid_queue-1.4.0, railties-8.0.5, irb-1.17.0, rdoc-7.2.0, psych-5.3.1 in locally installed gems (Bundler::GemNotFound)
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/definition.rb:197:in `specs'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/definition.rb:254:in `specs_for'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/runtime.rb:18:in `setup'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler.rb:171:in `setup'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/setup.rb:23:in `block in <top (required)>'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/ui/shell.rb:159:in `with_level'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/ui/shell.rb:111:in `silence'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/setup.rb:23:in `<top (required)>'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/cli/exec.rb:56:in `require_relative'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/cli/exec.rb:56:in `kernel_load'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/cli/exec.rb:23:in `run'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/cli.rb:492:in `exec'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/vendor/thor/lib/thor/command.rb:27:in `run'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/vendor/thor/lib/thor/invocation.rb:127:in `invoke_command'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/vendor/thor/lib/thor.rb:392:in `dispatch'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/cli.rb:34:in `dispatch'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/vendor/thor/lib/thor/base.rb:485:in `start'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/cli.rb:28:in `start'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/exe/bundle:45:in `block in <top (required)>'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/lib/bundler/friendly_errors.rb:117:in `with_friendly_errors'
+	from /app/vendor/bundle/ruby/3.2.0/gems/bundler-2.4.10/exe/bundle:33:in `<top (required)>'
+	from /usr/local/bin/bundle:25:in `load'
+	from /usr/local/bin/bundle:25:in `<main>'