""" Data import API endpoints for CSV file uploads with auto-discovery mapping. """ import csv import io import zipfile import re import os from pathlib import Path from difflib import SequenceMatcher from datetime import datetime, date, timezone from decimal import Decimal from typing import List, Dict, Any, Optional, Tuple from fastapi import APIRouter, Depends, HTTPException, UploadFile, File as UploadFileForm, Form, Query from fastapi.responses import StreamingResponse from sqlalchemy.orm import Session from app.database.base import get_db from app.auth.security import get_current_user from app.models.user import User from app.models.rolodex import Rolodex, Phone from app.models.files import File from app.models.ledger import Ledger from app.models.qdro import QDRO from app.models.pensions import Pension, PensionSchedule, MarriageHistory, DeathBenefit, SeparationAgreement, LifeTable, NumberTable, PensionResult from app.models.lookups import Employee, FileType, FileStatus, TransactionType, TransactionCode, State, GroupLookup, Footer, PlanInfo, FormIndex, FormList, PrinterSetup, SystemSetup, FormKeyword from app.models.additional import Payment, Deposit, FileNote, FormVariable, ReportVariable from app.models.flexible import FlexibleImport from app.models.audit import ImportAudit, ImportAuditFile from app.config import settings from app.utils.logging import import_logger router = APIRouter(tags=["import"]) # Common encodings to try for legacy CSV files (order matters) ENCODINGS = [ 'utf-8-sig', 'utf-8', 'windows-1252', 'iso-8859-1', 'cp1252', ] # Unified import order used across batch operations IMPORT_ORDER = [ "STATES.csv", "GRUPLKUP.csv", "EMPLOYEE.csv", "FILETYPE.csv", "FOOTERS.csv", "FILESTAT.csv", "TRNSTYPE.csv", "TRNSLKUP.csv", "SETUP.csv", "PRINTERS.csv", "INX_LKUP.csv", "ROLODEX.csv", "PHONE.csv", "FILES.csv", "LEDGER.csv", "TRNSACTN.csv", "QDROS.csv", "PENSIONS.csv", "SCHEDULE.csv", "MARRIAGE.csv", "DEATH.csv", "SEPARATE.csv", "LIFETABL.csv", "NUMBERAL.csv", "PLANINFO.csv", "RESULTS.csv", "PAYMENTS.csv", "DEPOSITS.csv", "FILENOTS.csv", "FORM_INX.csv", "FORM_LST.csv", "FVARLKUP.csv", "RVARLKUP.csv" ] # CSV to Model mapping CSV_MODEL_MAPPING = { "ROLODEX.csv": Rolodex, "ROLEX_V.csv": Rolodex, # Legacy/view alias "PHONE.csv": Phone, "FILES.csv": File, "FILES_R.csv": File, # Legacy/report alias "FILES_V.csv": File, # Legacy/view alias "LEDGER.csv": Ledger, "QDROS.csv": QDRO, "PENSIONS.csv": Pension, "SCHEDULE.csv": PensionSchedule, "MARRIAGE.csv": MarriageHistory, "DEATH.csv": DeathBenefit, "SEPARATE.csv": SeparationAgreement, "LIFETABL.csv": LifeTable, "NUMBERAL.csv": NumberTable, "EMPLOYEE.csv": Employee, "FILETYPE.csv": FileType, "FILESTAT.csv": FileStatus, "TRNSTYPE.csv": TransactionType, "TRNSLKUP.csv": TransactionCode, "STATES.csv": State, "GRUPLKUP.csv": GroupLookup, "FOOTERS.csv": Footer, "PLANINFO.csv": PlanInfo, # Legacy alternate names from export directories "FORM_INX.csv": FormIndex, "FORM_LST.csv": FormList, "PRINTERS.csv": PrinterSetup, "SETUP.csv": SystemSetup, # Additional models for complete legacy coverage "DEPOSITS.csv": Deposit, "FILENOTS.csv": FileNote, "FVARLKUP.csv": FormVariable, "RVARLKUP.csv": ReportVariable, "PAYMENTS.csv": Payment, "TRNSACTN.csv": Ledger, # Maps to existing Ledger model (same structure) "INX_LKUP.csv": FormKeyword, "RESULTS.csv": PensionResult } # Minimal CSV template definitions (headers + one sample row) used for template downloads CSV_IMPORT_TEMPLATES: Dict[str, Dict[str, List[str]]] = { "FILES.csv": { "headers": ["File_No", "Id", "Empl_Num", "File_Type", "Opened", "Status", "Rate_Per_Hour"], "sample": ["F-001", "CLIENT-1", "EMP01", "CIVIL", "2024-01-01", "ACTIVE", "150"], }, "LEDGER.csv": { "headers": ["File_No", "Date", "Empl_Num", "T_Code", "T_Type", "Amount"], "sample": ["F-001", "2024-01-15", "EMP01", "FEE", "1", "500.00"], }, "PAYMENTS.csv": { "headers": ["Deposit_Date", "Amount"], "sample": ["2024-01-15", "1500.00"], }, # Additional templates for convenience "TRNSACTN.csv": { # Same structure as LEDGER.csv "headers": ["File_No", "Date", "Empl_Num", "T_Code", "T_Type", "Amount"], "sample": ["F-002", "2024-02-10", "EMP02", "FEE", "1", "250.00"], }, "DEPOSITS.csv": { "headers": ["Deposit_Date", "Total"], "sample": ["2024-02-10", "1500.00"], }, "ROLODEX.csv": { # Minimal common contact fields "headers": ["Id", "Last", "First", "A1", "City", "Abrev", "Zip", "Email"], "sample": ["CLIENT-1", "Smith", "John", "123 Main St", "Denver", "CO", "80202", "john.smith@example.com"], }, } def _generate_csv_template_bytes(file_type: str) -> bytes: """Return CSV template content for the given file type as bytes. Raises HTTPException if unsupported. """ key = (file_type or "").strip() if key not in CSV_IMPORT_TEMPLATES: raise HTTPException(status_code=400, detail=f"Unsupported template type: {file_type}. Choose one of: {list(CSV_IMPORT_TEMPLATES.keys())}") cfg = CSV_IMPORT_TEMPLATES[key] output = io.StringIO() writer = csv.writer(output) writer.writerow(cfg["headers"]) writer.writerow(cfg["sample"]) output.seek(0) return output.getvalue().encode("utf-8") # Field mappings for CSV columns to database fields # Legacy header synonyms used as hints only (not required). Auto-discovery will work without exact matches. REQUIRED_MODEL_FIELDS: Dict[str, List[str]] = { # Files: core identifiers and billing/status fields used throughout the app "FILES.csv": [ "file_no", "id", "empl_num", "file_type", "opened", "status", "rate_per_hour", ], # Ledger: core transaction fields "LEDGER.csv": [ "file_no", "date", "empl_num", "t_code", "t_type", "amount", ], # Payments: deposit date and amount are the only strictly required model fields "PAYMENTS.csv": [ "deposit_date", "amount", ], } FIELD_MAPPINGS = { "ROLODEX.csv": { "Id": "id", "Prefix": "prefix", "First": "first", "Middle": "middle", "Last": "last", "Suffix": "suffix", "Title": "title", "A1": "a1", "A2": "a2", "A3": "a3", "City": "city", "Abrev": "abrev", "St": None, # Full state name - skip this field as model only has abrev "Zip": "zip", "Email": "email", "DOB": "dob", "SS#": "ss_number", "Legal_Status": "legal_status", "Group": "group", "Memo": "memo" }, "PHONE.csv": { "Id": "rolodex_id", "Phone": "phone", "Location": "location" }, "FILES.csv": { "File_No": "file_no", "Id": "id", "File_Type": "file_type", "Regarding": "regarding", "Opened": "opened", "Closed": "closed", "Empl_Num": "empl_num", "Rate_Per_Hour": "rate_per_hour", "Status": "status", "Footer_Code": "footer_code", "Opposing": "opposing", "Hours": "hours", "Hours_P": "hours_p", "Trust_Bal": "trust_bal", "Trust_Bal_P": "trust_bal_p", "Hourly_Fees": "hourly_fees", "Hourly_Fees_P": "hourly_fees_p", "Flat_Fees": "flat_fees", "Flat_Fees_P": "flat_fees_p", "Disbursements": "disbursements", "Disbursements_P": "disbursements_p", "Credit_Bal": "credit_bal", "Credit_Bal_P": "credit_bal_p", "Total_Charges": "total_charges", "Total_Charges_P": "total_charges_p", "Amount_Owing": "amount_owing", "Amount_Owing_P": "amount_owing_p", "Transferable": "transferable", "Memo": "memo" }, "LEDGER.csv": { "File_No": "file_no", "Date": "date", "Item_No": "item_no", "Empl_Num": "empl_num", "T_Code": "t_code", "T_Type": "t_type", "T_Type_L": "t_type_l", "Quantity": "quantity", "Rate": "rate", "Amount": "amount", "Billed": "billed", "Note": "note" }, "QDROS.csv": { "File_No": "file_no", "Version": "version", "Plan_Id": "plan_id", "^1": "field1", "^2": "field2", "^Part": "part", "^AltP": "altp", "^Pet": "pet", "^Res": "res", "Case_Type": "case_type", "Case_Code": "case_code", "Section": "section", "Case_Number": "case_number", "Judgment_Date": "judgment_date", "Valuation_Date": "valuation_date", "Married_On": "married_on", "Percent_Awarded": "percent_awarded", "Ven_City": "ven_city", "Ven_Cnty": "ven_cnty", "Ven_St": "ven_st", "Draft_Out": "draft_out", "Draft_Apr": "draft_apr", "Final_Out": "final_out", "Judge": "judge", "Form_Name": "form_name", # Extended workflow/document fields (present in new exports or manual CSVs) "Status": "status", "Content": "content", "Notes": "notes", "Approval_Status": "approval_status", "Approved_Date": "approved_date", "Filed_Date": "filed_date" }, "PENSIONS.csv": { "File_No": "file_no", "Version": "version", "Plan_Id": "plan_id", "Plan_Name": "plan_name", "Title": "title", "First": "first", "Last": "last", "Birth": "birth", "Race": "race", "Sex": "sex", "Info": "info", "Valu": "valu", "Accrued": "accrued", "Vested_Per": "vested_per", "Start_Age": "start_age", "COLA": "cola", "Max_COLA": "max_cola", "Withdrawal": "withdrawal", "Pre_DR": "pre_dr", "Post_DR": "post_dr", "Tax_Rate": "tax_rate" }, "EMPLOYEE.csv": { "Empl_Num": "empl_num", "Empl_Id": "initials", # Map employee ID to initials field "Rate_Per_Hour": "rate_per_hour", # Optional extended fields when present in enhanced exports "First": "first_name", "First_Name": "first_name", "Last": "last_name", "Last_Name": "last_name", "Title": "title", "Email": "email", "Phone": "phone", "Active": "active" }, "STATES.csv": { "Abrev": "abbreviation", "St": "name" }, "GRUPLKUP.csv": { "Code": "group_code", "Description": "description", "Title": "title" }, "TRNSLKUP.csv": { "T_Code": "t_code", "T_Type": "t_type", # "T_Type_L": not a field in TransactionCode model "Amount": "default_rate", "Description": "description" }, "TRNSTYPE.csv": { "T_Type": "t_type", "T_Type_L": "debit_credit", # D=Debit, C=Credit "Header": "description", "Footer": "footer_code" }, "FILETYPE.csv": { "File_Type": "type_code", "Description": "description", "Default_Rate": "default_rate" }, "FILESTAT.csv": { "Status": "status_code", "Status_Code": "status_code", "Definition": "description", "Description": "description", "Send": "send", "Footer_Code": "footer_code", "Sort_Order": "sort_order" }, "FOOTERS.csv": { "F_Code": "footer_code", "F_Footer": "content" # Description is optional - not required for footers }, "PLANINFO.csv": { "Plan_Id": "plan_id", "Plan_Name": "plan_name", "Plan_Type": "plan_type", "Sponsor": "sponsor", "Administrator": "administrator", "Address1": "address1", "Address2": "address2", "City": "city", "State": "state", "Zip_Code": "zip_code", "Phone": "phone", "Notes": "notes" }, "INX_LKUP.csv": { "Keyword": "keyword", "Description": "description" }, "FORM_INX.csv": { "Name": "form_id", "Keyword": "keyword" }, "FORM_LST.csv": { "Name": "form_id", "Memo": "content", "Status": "status" }, "PRINTERS.csv": { # Legacy variants "Printer_Name": "printer_name", "Description": "description", "Driver": "driver", "Port": "port", "Default_Printer": "default_printer", # Observed legacy headers from export "Number": "number", "Name": "printer_name", "Page_Break": "page_break", "Setup_St": "setup_st", "Reset_St": "reset_st", "B_Underline": "b_underline", "E_Underline": "e_underline", "B_Bold": "b_bold", "E_Bold": "e_bold", # Optional report toggles "Phone_Book": "phone_book", "Rolodex_Info": "rolodex_info", "Envelope": "envelope", "File_Cabinet": "file_cabinet", "Accounts": "accounts", "Statements": "statements", "Calendar": "calendar", }, "SETUP.csv": { "Setting_Key": "setting_key", "Setting_Value": "setting_value", "Description": "description", "Setting_Type": "setting_type" }, "SCHEDULE.csv": { "File_No": "file_no", "Version": "version", "Vests_On": "vests_on", "Vests_At": "vests_at" }, "MARRIAGE.csv": { "File_No": "file_no", "Version": "version", "Married_From": "married_from", "Married_To": "married_to", "Married_Years": "married_years", "Service_From": "service_from", "Service_To": "service_to", "Service_Years": "service_years", "Marital_%": "marital_percent" }, "DEATH.csv": { "File_No": "file_no", "Version": "version", "Beneficiary_Name": "beneficiary_name", "Benefit_Amount": "benefit_amount", "Benefit_Type": "benefit_type", "Notes": "notes", "Lump1": "lump1", "Lump2": "lump2", "Growth1": "growth1", "Growth2": "growth2", "Disc1": "disc1", "Disc2": "disc2" }, "SEPARATE.csv": { "File_No": "file_no", "Version": "version", "Agreement_Date": "agreement_date", "Terms": "terms", "Notes": "notes", "Separation_Rate": "terms" }, "LIFETABL.csv": { "AGE": "age", "LE_AA": "le_aa", "NA_AA": "na_aa", "LE_AM": "le_am", "NA_AM": "na_am", "LE_AF": "le_af", "NA_AF": "na_af", "LE_WA": "le_wa", "NA_WA": "na_wa", "LE_WM": "le_wm", "NA_WM": "na_wm", "LE_WF": "le_wf", "NA_WF": "na_wf", "LE_BA": "le_ba", "NA_BA": "na_ba", "LE_BM": "le_bm", "NA_BM": "na_bm", "LE_BF": "le_bf", "NA_BF": "na_bf", "LE_HA": "le_ha", "NA_HA": "na_ha", "LE_HM": "le_hm", "NA_HM": "na_hm", "LE_HF": "le_hf", "NA_HF": "na_hf" }, "NUMBERAL.csv": { "Month": "month", "NA_AA": "na_aa", "NA_AM": "na_am", "NA_AF": "na_af", "NA_WA": "na_wa", "NA_WM": "na_wm", "NA_WF": "na_wf", "NA_BA": "na_ba", "NA_BM": "na_bm", "NA_BF": "na_bf", "NA_HA": "na_ha", "NA_HM": "na_hm", "NA_HF": "na_hf" }, "RESULTS.csv": { "Accrued": "accrued", "Start_Age": "start_age", "COLA": "cola", "Withdrawal": "withdrawal", "Pre_DR": "pre_dr", "Post_DR": "post_dr", "Tax_Rate": "tax_rate", "Age": "age", "Years_From": "years_from", "Life_Exp": "life_exp", "EV_Monthly": "ev_monthly", "Payments": "payments", "Pay_Out": "pay_out", "Fund_Value": "fund_value", "PV": "pv", "Mortality": "mortality", "PV_AM": "pv_am", "PV_AMT": "pv_amt", "PV_Pre_DB": "pv_pre_db", "PV_Annuity": "pv_annuity", "WV_AT": "wv_at", "PV_Plan": "pv_plan", "Years_Married": "years_married", "Years_Service": "years_service", "Marr_Per": "marr_per", "Marr_Amt": "marr_amt" }, # Additional CSV file mappings "DEPOSITS.csv": { "Deposit_Date": "deposit_date", "Total": "total" }, "FILENOTS.csv": { "File_No": "file_no", "Memo_Date": "memo_date", "Memo_Note": "memo_note" }, "FVARLKUP.csv": { "Identifier": "identifier", "Query": "query", "Response": "response" }, "RVARLKUP.csv": { "Identifier": "identifier", "Query": "query" }, "PAYMENTS.csv": { "Deposit_Date": "deposit_date", "File_No": "file_no", "Id": "client_id", "Regarding": "regarding", "Amount": "amount", "Note": "note" }, "TRNSACTN.csv": { # Maps to Ledger model - same structure as LEDGER.csv "File_No": "file_no", "Date": "date", "Item_No": "item_no", "Empl_Num": "empl_num", "T_Code": "t_code", "T_Type": "t_type", "T_Type_L": "t_type_l", "Quantity": "quantity", "Rate": "rate", "Amount": "amount", "Billed": "billed", "Note": "note" }, "EMPLOYEE.csv": { "Empl_Num": "empl_num", "Empl_Id": "initials", # Map employee ID to initials field "Rate_Per_Hour": "rate_per_hour", # Note: first_name, last_name, title, active, email, phone will need manual entry or separate import # as they're not present in the legacy CSV structure }, "QDROS.csv": { "File_No": "file_no", "Version": "version", "Plan_Id": "plan_id", "^1": "field1", "^2": "field2", "^Part": "part", "^AltP": "altp", "^Pet": "pet", "^Res": "res", "Case_Type": "case_type", "Case_Code": "case_code", "Section": "section", "Case_Number": "case_number", "Judgment_Date": "judgment_date", "Valuation_Date": "valuation_date", "Married_On": "married_on", "Percent_Awarded": "percent_awarded", "Ven_City": "ven_city", "Ven_Cnty": "ven_cnty", "Ven_St": "ven_st", "Draft_Out": "draft_out", "Draft_Apr": "draft_apr", "Final_Out": "final_out", "Judge": "judge", "Form_Name": "form_name" } } def parse_date(date_str: str) -> Optional[date]: """Parse date string in various formats""" if not date_str or date_str.strip() == "": return None date_formats = [ "%Y-%m-%d", "%m/%d/%Y", "%d/%m/%Y", "%m-%d-%Y", "%d-%m-%Y", "%Y/%m/%d" ] for fmt in date_formats: try: return datetime.strptime(date_str.strip(), fmt).date() except ValueError: continue return None def make_json_safe(value: Any) -> Any: """Recursively convert values to JSON-serializable types. - date/datetime -> ISO string - Decimal -> float - dict/list -> recurse """ if isinstance(value, (datetime, date)): return value.isoformat() if isinstance(value, Decimal): try: return float(value) except Exception: return str(value) if isinstance(value, dict): return {k: make_json_safe(v) for k, v in value.items()} if isinstance(value, list): return [make_json_safe(v) for v in value] return value def parse_csv_robust(csv_content: str) -> Tuple[List[Dict[str, str]], List[str]]: """Parse CSV text robustly by handling broken newlines in unquoted fields. Returns tuple of (rows_as_dicts, headers) """ lines = (csv_content or "").strip().split('\n') if not lines or (len(lines) == 1 and not lines[0].strip()): return [], [] # Parse headers using the csv module to respect quoting header_reader = csv.reader(io.StringIO(lines[0])) headers = next(header_reader) headers = [h.strip() for h in headers] rows_data: List[Dict[str, str]] = [] for line_num, line in enumerate(lines[1:], start=2): # Skip empty lines if not line.strip(): continue try: # Parse each line independently; avoids multiline parse explosions line_reader = csv.reader(io.StringIO(line)) fields = next(line_reader) fields = [f.strip() for f in fields] # If clearly malformed (too few fields), skip if len(fields) < max(1, len(headers) // 2): continue # Pad or truncate to header length while len(fields) < len(headers): fields.append("") fields = fields[:len(headers)] row_dict = dict(zip(headers, fields)) rows_data.append(row_dict) except Exception: # Skip malformed row continue return rows_data, headers def parse_csv_with_fallback(text: str) -> Tuple[List[Dict[str, str]], List[str]]: """Try csv.DictReader first; on failure, fall back to robust parser.""" try: reader = csv.DictReader(io.StringIO(text), delimiter=',', quotechar='"', quoting=csv.QUOTE_MINIMAL) headers_local = reader.fieldnames or [] rows_local: List[Dict[str, str]] = [] for r in reader: rows_local.append(r) return rows_local, headers_local except Exception: return parse_csv_robust(text) def _normalize_label(label: str) -> str: """Normalize a header/field label for fuzzy comparison.""" if not label: return "" # Lowercase, replace separators with space, remove non-alphanumerics, expand common short forms lowered = label.strip().lower() # Replace separators lowered = re.sub(r"[\s\-]+", "_", lowered) # Remove non-word characters except underscore lowered = re.sub(r"[^a-z0-9_]", "", lowered) # Expand a few common abbreviations replacements = { "num": "number", "no": "number", "amt": "amount", "addr": "address", "st": "state", "dob": "dateofbirth", "ss": "ssnumber", } tokens = [replacements.get(t, t) for t in lowered.split("_") if t] return "".join(tokens) def _get_model_columns(model_class) -> Tuple[Dict[str, Any], List[str]]: """Return model columns mapping name->Column and list of primary key column names.""" columns = {} pk_names = [] for col in model_class.__table__.columns: if col.name in {"created_at", "updated_at"}: continue columns[col.name] = col if col.primary_key: pk_names.append(col.name) return columns, pk_names def _build_dynamic_mapping(headers: List[str], model_class, file_type: str) -> Dict[str, Any]: """Create a mapping from CSV headers to model fields using synonyms and fuzzy similarity. Returns a dict with keys: mapping (csv_header->db_field), suggestions, unmapped_headers, mapped_headers """ model_columns, _ = _get_model_columns(model_class) model_field_names = list(model_columns.keys()) # Start with legacy mapping hints when available legacy_map = FIELD_MAPPINGS.get(file_type, {}) or {} mapping: Dict[str, Optional[str]] = {} suggestions: Dict[str, List[Tuple[str, float]]] = {} used_db_fields: set[str] = set() # 1) Exact legacy header key usage for header in headers: if header in legacy_map and legacy_map[header] is not None: candidate = legacy_map[header] if candidate in model_field_names and candidate not in used_db_fields: mapping[header] = candidate used_db_fields.add(candidate) # 2) Direct exact match against model fields (case-insensitive and normalized) normalized_model = {name: _normalize_label(name) for name in model_field_names} normalized_to_model = {v: k for k, v in normalized_model.items()} for header in headers: if header in mapping: continue normalized_header = _normalize_label(header) if normalized_header in normalized_to_model: candidate = normalized_to_model[normalized_header] if candidate not in used_db_fields: mapping[header] = candidate used_db_fields.add(candidate) # 3) Fuzzy best-match based on normalized strings for header in headers: if header in mapping: continue normalized_header = _normalize_label(header) best_candidate = None best_score = 0.0 candidate_list: List[Tuple[str, float]] = [] for model_field in model_field_names: if model_field in used_db_fields: continue nm = normalized_model[model_field] if not nm or not normalized_header: score = 0.0 else: # Combine ratio and partial containment heuristic ratio = SequenceMatcher(None, normalized_header, nm).ratio() containment = 1.0 if (normalized_header in nm or nm in normalized_header) else 0.0 score = max(ratio, 0.85 if containment else 0.0) candidate_list.append((model_field, score)) if score > best_score: best_score = score best_candidate = model_field # Keep top 3 suggestions for UI suggestions[header] = sorted(candidate_list, key=lambda x: x[1], reverse=True)[:3] # Apply only if score above threshold if best_candidate and best_score >= 0.82: mapping[header] = best_candidate used_db_fields.add(best_candidate) # 4) Any header explicitly mapped to None in legacy map is considered intentionally skipped for header in headers: if header not in mapping and header in legacy_map and legacy_map[header] is None: mapping[header] = None mapped_headers = {h: f for h, f in mapping.items() if f is not None} unmapped_headers = [h for h in headers if h not in mapping or mapping[h] is None] return { "mapping": mapping, "mapped_headers": mapped_headers, "unmapped_headers": unmapped_headers, "suggestions": suggestions, } def _validate_required_headers(file_type: str, mapped_headers: Dict[str, str]) -> Dict[str, Any]: """Check that minimal required model fields for a given CSV type are present in mapped headers. Returns dict with: required_fields, missing_fields, ok. """ required_fields = REQUIRED_MODEL_FIELDS.get(file_type, []) present_fields = set((mapped_headers or {}).values()) missing_fields = [f for f in required_fields if f not in present_fields] return { "required_fields": required_fields, "missing_fields": missing_fields, "ok": len(missing_fields) == 0, } def _get_required_fields(model_class) -> List[str]: """Infer required (non-nullable) fields for a model to avoid DB errors. Excludes primary keys (which might be autoincrement or provided) and timestamp mixins. """ required = [] for col in model_class.__table__.columns: if col.name in {"created_at", "updated_at"}: continue if col.primary_key: # If PK is a string or composite, we cannot assume optional; handle separately continue try: is_required = not getattr(col, "nullable", True) except Exception: is_required = False if is_required: required.append(col.name) return required def convert_value(value: str, field_name: str) -> Any: """Convert string value to appropriate type based on field name""" if not value or value.strip() == "" or value.strip().lower() in ["null", "none", "n/a"]: return None value = value.strip() # Date fields if any(word in field_name.lower() for word in [ "date", "dob", "birth", "opened", "closed", "judgment", "valuation", "married", "vests_on", "service", "approved", "filed", "agreement" ]): parsed_date = parse_date(value) return parsed_date # Boolean fields if any(word in field_name.lower() for word in [ "active", "default_printer", "billed", "transferable", "send", # PrinterSetup legacy toggles "phone_book", "rolodex_info", "envelope", "file_cabinet", "accounts", "statements", "calendar" ]): if value.lower() in ["true", "1", "yes", "y", "on", "active"]: return True elif value.lower() in ["false", "0", "no", "n", "off", "inactive"]: return False else: return None # Numeric fields (float) if any(word in field_name.lower() for word in [ "rate", "hour", "bal", "fee", "amount", "owing", "transfer", "valu", "accrued", "vested", "cola", "tax", "percent", "benefit_amount", "mortality", "value" ]) or field_name.lower().startswith(("na_", "le_")): try: # Remove currency symbols and commas cleaned_value = value.replace("$", "").replace(",", "").replace("%", "") return float(cleaned_value) except ValueError: return 0.0 # Normalize debit_credit textual variants if field_name.lower() == "debit_credit": normalized = value.strip().upper() if normalized in ["D", "DEBIT"]: return "D" if normalized in ["C", "CREDIT"]: return "C" return normalized[:1] if normalized else None # Integer fields if any(word in field_name.lower() for word in [ "item_no", "age", "start_age", "version", "line_number", "sort_order", "empl_num", "month", "number" ]): try: return int(float(value)) # Handle cases like "1.0" except ValueError: # For employee numbers, return None to skip the record rather than 0 if "empl_num" in field_name.lower(): return None return 0 # String fields - limit length to prevent database errors if len(value) > 500: # Reasonable limit for most string fields return value[:500] return value def validate_foreign_keys(model_data: dict, model_class, db: Session) -> list[str]: """Validate foreign key relationships before inserting data""" errors = [] # Check Phone -> Rolodex relationship if model_class == Phone and "rolodex_id" in model_data: rolodex_id = model_data["rolodex_id"] if rolodex_id and not db.query(Rolodex).filter(Rolodex.id == rolodex_id).first(): errors.append(f"Rolodex ID '{rolodex_id}' not found") # Check File -> Rolodex relationship if model_class == File and "id" in model_data: rolodex_id = model_data["id"] if rolodex_id and not db.query(Rolodex).filter(Rolodex.id == rolodex_id).first(): errors.append(f"Owner Rolodex ID '{rolodex_id}' not found") # Check File -> Footer relationship (default footer on file) if model_class == File and "footer_code" in model_data: footer = model_data.get("footer_code") if footer: exists = db.query(Footer).filter(Footer.footer_code == footer).first() if not exists: errors.append(f"Footer code '{footer}' not found for File") # Check FileStatus -> Footer (default footer exists) if model_class == FileStatus and "footer_code" in model_data: footer = model_data.get("footer_code") if footer: exists = db.query(Footer).filter(Footer.footer_code == footer).first() if not exists: errors.append(f"Footer code '{footer}' not found for FileStatus") # Check TransactionType -> Footer (default footer exists) if model_class == TransactionType and "footer_code" in model_data: footer = model_data.get("footer_code") if footer: exists = db.query(Footer).filter(Footer.footer_code == footer).first() if not exists: errors.append(f"Footer code '{footer}' not found for TransactionType") # Check Ledger -> TransactionType/TransactionCode cross references if model_class == Ledger: # Validate t_type exists if "t_type" in model_data: t_type_value = model_data.get("t_type") if t_type_value and not db.query(TransactionType).filter(TransactionType.t_type == t_type_value).first(): errors.append(f"Transaction type '{t_type_value}' not found") # Validate t_code exists and matches t_type if both provided if "t_code" in model_data: t_code_value = model_data.get("t_code") if t_code_value: code_row = db.query(TransactionCode).filter(TransactionCode.t_code == t_code_value).first() if not code_row: errors.append(f"Transaction code '{t_code_value}' not found") else: ledger_t_type = model_data.get("t_type") if ledger_t_type and getattr(code_row, "t_type", None) and code_row.t_type != ledger_t_type: errors.append( f"Transaction code '{t_code_value}' t_type '{code_row.t_type}' does not match ledger t_type '{ledger_t_type}'" ) # Check Payment -> File and Rolodex relationships if model_class == Payment: if "file_no" in model_data: file_no_value = model_data.get("file_no") if file_no_value and not db.query(File).filter(File.file_no == file_no_value).first(): errors.append(f"File number '{file_no_value}' not found for Payment") if "client_id" in model_data: client_id_value = model_data.get("client_id") if client_id_value and not db.query(Rolodex).filter(Rolodex.id == client_id_value).first(): errors.append(f"Client ID '{client_id_value}' not found for Payment") # Check QDRO -> PlanInfo (plan_id exists) if model_class == QDRO and "plan_id" in model_data: plan_id = model_data.get("plan_id") if plan_id: exists = db.query(PlanInfo).filter(PlanInfo.plan_id == plan_id).first() if not exists: errors.append(f"Plan ID '{plan_id}' not found for QDRO") # Add more foreign key validations as needed return errors @router.get("/available-files") async def get_available_csv_files(current_user: User = Depends(get_current_user)): """Get list of available CSV files for import""" return { "available_files": list(CSV_MODEL_MAPPING.keys()), "descriptions": { "ROLODEX.csv": "Customer/contact information", "ROLEX_V.csv": "Customer/contact information (alias)", "PHONE.csv": "Phone numbers linked to customers", "FILES.csv": "Client files and cases", "FILES_R.csv": "Client files and cases (alias)", "FILES_V.csv": "Client files and cases (alias)", "LEDGER.csv": "Financial transactions per file", "QDROS.csv": "Legal documents and court orders", "PENSIONS.csv": "Pension calculation data", "SCHEDULE.csv": "Vesting schedules for pensions", "MARRIAGE.csv": "Marriage history data", "DEATH.csv": "Death benefit calculations", "SEPARATE.csv": "Separation agreements", "EMPLOYEE.csv": "Staff and employee information", "STATES.csv": "US States lookup table", "FILETYPE.csv": "File type categories", "FILESTAT.csv": "File status codes", "FOOTERS.csv": "Document footers and signatures", "DEPOSITS.csv": "Daily bank deposit summaries", "FILENOTS.csv": "File notes and case memos", "FVARLKUP.csv": "Form template variables", "RVARLKUP.csv": "Report template variables", "PAYMENTS.csv": "Individual payments within deposits", "TRNSACTN.csv": "Transaction details (maps to Ledger)", "INX_LKUP.csv": "Form keywords lookup", "PLANINFO.csv": "Pension plan information", "RESULTS.csv": "Pension computed results", "LIFETABL.csv": "Life expectancy table by age, sex, and race (rich typed)", "NUMBERAL.csv": "Monthly survivor counts by sex and race (rich typed)" }, "auto_discovery": True } @router.get("/template/{file_type}") async def download_csv_template( file_type: str, current_user: User = Depends(get_current_user) ): """Download a minimal CSV template with required headers and one sample row. Supported templates include: {list(CSV_IMPORT_TEMPLATES.keys())} """ key = (file_type or "").strip() if key not in CSV_IMPORT_TEMPLATES: raise HTTPException(status_code=400, detail=f"Unsupported template type: {file_type}. Choose one of: {list(CSV_IMPORT_TEMPLATES.keys())}") content = _generate_csv_template_bytes(key) from datetime import datetime as _dt ts = _dt.now().strftime("%Y%m%d_%H%M%S") safe_name = key.replace(".csv", "") filename = f"{safe_name}_template_{ts}.csv" return StreamingResponse( iter([content]), media_type="text/csv", headers={"Content-Disposition": f"attachment; filename=\"{filename}\""}, ) @router.get("/templates/bundle") async def download_csv_templates_bundle( files: Optional[List[str]] = Query(None, description="Repeat for each CSV template, e.g., files=FILES.csv&files=LEDGER.csv"), current_user: User = Depends(get_current_user) ): """Bundle selected CSV templates into a single ZIP. Example: GET /api/import/templates/bundle?files=FILES.csv&files=LEDGER.csv """ requested = files or [] if not requested: raise HTTPException(status_code=400, detail="Specify at least one 'files' query parameter") # Normalize and validate normalized: List[str] = [] for name in requested: if not name: continue n = name.strip() if not n.lower().endswith(".csv"): n = f"{n}.csv" n = n.upper() if n in CSV_IMPORT_TEMPLATES: normalized.append(n) else: # Ignore unknowns rather than fail the whole bundle continue # Deduplicate while preserving order seen = set() selected = [] for n in normalized: if n not in seen: seen.add(n) selected.append(n) if not selected: raise HTTPException(status_code=400, detail=f"No supported templates requested. Supported: {list(CSV_IMPORT_TEMPLATES.keys())}") zip_buffer = io.BytesIO() with zipfile.ZipFile(zip_buffer, mode="w", compression=zipfile.ZIP_DEFLATED) as zf: for fname in selected: try: content = _generate_csv_template_bytes(fname) # Friendly name in zip: _template.csv base = fname.replace(".CSV", "").upper() arcname = f"{base}_template.csv" zf.writestr(arcname, content) except HTTPException: # Skip unsupported just in case continue zip_buffer.seek(0) ts = datetime.now().strftime("%Y%m%d_%H%M%S") filename = f"csv_templates_{ts}.zip" return StreamingResponse( iter([zip_buffer.getvalue()]), media_type="application/zip", headers={ "Content-Disposition": f"attachment; filename=\"{filename}\"" }, ) @router.post("/upload/{file_type}") async def import_csv_data( file_type: str, file: UploadFile = UploadFileForm(...), replace_existing: bool = Form(False), db: Session = Depends(get_db), current_user: User = Depends(get_current_user) ): """Import data from CSV file""" # Validate file type if file_type not in CSV_MODEL_MAPPING: raise HTTPException( status_code=400, detail=f"Unsupported file type: {file_type}. Available types: {list(CSV_MODEL_MAPPING.keys())}" ) # Validate file extension if not file.filename.endswith('.csv'): raise HTTPException(status_code=400, detail="File must be a CSV file") model_class = CSV_MODEL_MAPPING[file_type] # Legacy mapping hints used internally by auto-discovery; not used strictly legacy_hint_map = FIELD_MAPPINGS.get(file_type, {}) try: # Read CSV content content = await file.read() # Try multiple encodings for legacy CSV files encodings = ENCODINGS csv_content = None for encoding in encodings: try: csv_content = content.decode(encoding) break except UnicodeDecodeError: continue if csv_content is None: raise HTTPException(status_code=400, detail="Could not decode CSV file. Please ensure it's saved in UTF-8, Windows-1252, or ISO-8859-1 encoding.") # Note: preprocess_csv helper removed as unused; robust parsing handled below # Custom robust parser for problematic legacy CSV files class MockCSVReader: def __init__(self, data, fieldnames): self.data = data self.fieldnames = fieldnames self.index = 0 def __iter__(self): return self def __next__(self): if self.index >= len(self.data): raise StopIteration row = self.data[self.index] self.index += 1 return row try: lines = csv_content.strip().split('\n') if not lines: raise ValueError("Empty CSV file") # Parse header using proper CSV parsing header_reader = csv.reader(io.StringIO(lines[0])) headers = next(header_reader) headers = [h.strip() for h in headers] # Debug logging removed in API path; rely on audit/logging if needed # Build dynamic header mapping for this file/model mapping_info = _build_dynamic_mapping(headers, model_class, file_type) # Parse data rows with proper CSV parsing rows_data = [] skipped_rows = 0 for line_num, line in enumerate(lines[1:], start=2): # Skip empty lines if not line.strip(): continue try: # Use proper CSV parsing to handle commas within quoted fields line_reader = csv.reader(io.StringIO(line)) fields = next(line_reader) fields = [f.strip() for f in fields] # Skip rows that are clearly malformed (too few fields) if len(fields) < len(headers) // 2: # Less than half the expected fields skipped_rows += 1 continue # Pad or truncate to match header length while len(fields) < len(headers): fields.append('') fields = fields[:len(headers)] row_dict = dict(zip(headers, fields)) rows_data.append(row_dict) except Exception as row_error: import_logger.log_import_error(line_num, str(row_error), dict(zip(headers, fields)) if len(fields) <= len(headers) else None) skipped_rows += 1 continue csv_reader = MockCSVReader(rows_data, headers) # Parsing summary suppressed to avoid noisy stdout in API except Exception as e: # Keep error minimal for client; internal logging can capture 'e' raise HTTPException(status_code=400, detail=f"Could not parse CSV file. The file appears to have serious formatting issues. Error: {str(e)}") imported_count = 0 created_count = 0 updated_count = 0 errors = [] flexible_saved = 0 mapped_headers = mapping_info.get("mapped_headers", {}) unmapped_headers = mapping_info.get("unmapped_headers", []) # Special handling: assign line numbers per form for FORM_LST.csv form_lst_line_counters: Dict[str, int] = {} # If replace_existing is True, delete all existing records and related flexible extras if replace_existing: db.query(model_class).delete() db.query(FlexibleImport).filter( FlexibleImport.file_type == file_type, FlexibleImport.target_table == model_class.__tablename__, ).delete() db.commit() for row_num, row in enumerate(csv_reader, start=2): # Start at 2 for header row try: # Convert CSV row to model data model_data: Dict[str, Any] = {} # Apply discovered mapping for csv_field, db_field in mapped_headers.items(): if csv_field in row and db_field is not None: converted_value = convert_value(row[csv_field], db_field) if converted_value is not None: model_data[db_field] = converted_value # Inject sequential line_number for FORM_LST rows grouped by form_id if file_type == "FORM_LST.csv": form_id_value = model_data.get("form_id") if form_id_value: current = form_lst_line_counters.get(str(form_id_value), 0) + 1 form_lst_line_counters[str(form_id_value)] = current # Only set if not provided if "line_number" not in model_data: model_data["line_number"] = current # Skip empty rows if not any(model_data.values()): continue # Fallback: if required non-nullable fields are missing, store row as flexible only required_fields = _get_required_fields(model_class) missing_required = [f for f in required_fields if model_data.get(f) in (None, "")] if missing_required: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data={ "mapped": model_data, "unmapped": {h: row.get(h) for h in unmapped_headers if row.get(h) not in (None, "")}, "missing_required": missing_required, }, ) ) flexible_saved += 1 # Do not attempt to insert into strict model; continue to next row continue # Special validation for models with required fields if model_class == Phone: if 'phone' not in model_data or not model_data['phone']: continue # Skip phone records without a phone number if model_class == Rolodex: if 'last' not in model_data or not model_data['last']: continue # Skip rolodex records without a last name/company name if model_class == Ledger: # Skip ledger records without required fields if 'empl_num' not in model_data or not model_data['empl_num']: continue # Skip ledger records without employee number if 'file_no' not in model_data or not model_data['file_no']: continue # Skip ledger records without file number # Create or update model instance instance = None # Upsert behavior for printers if model_class == PrinterSetup: # Determine primary key field name _, pk_names = _get_model_columns(model_class) pk_field_name_local = pk_names[0] if len(pk_names) == 1 else None pk_value_local = model_data.get(pk_field_name_local) if pk_field_name_local else None if pk_field_name_local and pk_value_local: existing = db.query(model_class).filter(getattr(model_class, pk_field_name_local) == pk_value_local).first() if existing: # Update mutable fields for k, v in model_data.items(): if k != pk_field_name_local: setattr(existing, k, v) instance = existing updated_count += 1 else: instance = model_class(**model_data) db.add(instance) created_count += 1 else: # Fallback to insert if PK missing instance = model_class(**model_data) db.add(instance) created_count += 1 db.flush() # Enforce single default try: if bool(model_data.get("default_printer")): db.query(model_class).filter(getattr(model_class, pk_field_name_local) != getattr(instance, pk_field_name_local)).update({model_class.default_printer: False}) except Exception: pass else: # FK validation for known relationships fk_errors = validate_foreign_keys(model_data, model_class, db) if fk_errors: for msg in fk_errors: errors.append({"row": row_num, "error": msg}) # Persist as flexible for traceability db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data={ "mapped": model_data, "fk_errors": fk_errors, }, ) ) flexible_saved += 1 continue instance = model_class(**model_data) db.add(instance) db.flush() # Ensure PK is available # Capture PK details for flexible storage linkage (single-column PKs only) _, pk_names = _get_model_columns(model_class) pk_field_name = pk_names[0] if len(pk_names) == 1 else None pk_value = None if pk_field_name: try: pk_value = getattr(instance, pk_field_name) except Exception: pk_value = None # Save unmapped fields into flexible storage (privacy-first, per-row JSON) extra_data = {} for csv_field in unmapped_headers: if csv_field in row and row[csv_field] not in (None, ""): extra_data[csv_field] = row[csv_field] if extra_data: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=pk_field_name, primary_key_value=str(pk_value) if pk_value is not None else None, extra_data=extra_data, ) ) flexible_saved += 1 imported_count += 1 # Commit every 100 records to avoid memory issues if imported_count % 100 == 0: db.commit() except Exception as e: # Rollback the transaction for this record db.rollback() # As a robustness measure, persist row in flexible storage instead of counting as error try: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data={ "mapped": model_data, "unmapped": {h: row.get(h) for h in unmapped_headers if row.get(h) not in (None, "")}, "error": str(e), }, ) ) flexible_saved += 1 except Exception as flex_e: errors.append({ "row": row_num, "error": f"{str(e)} | Flexible save failed: {str(flex_e)}", "data": row, }) continue # Final commit db.commit() result = { "file_type": file_type, "imported_count": imported_count, "errors": errors[:10], # Limit errors to first 10 "total_errors": len(errors), "auto_mapping": { "mapped_headers": mapped_headers, "unmapped_headers": unmapped_headers, "flexible_saved_rows": flexible_saved, }, "validation": { "fk_errors": len([e for e in errors if isinstance(e, dict) and 'error' in e and 'not found' in str(e['error']).lower()]) } } # Include create/update breakdown for printers if file_type == "PRINTERS.csv": result["created_count"] = created_count result["updated_count"] = updated_count if errors: result["warning"] = f"Import completed with {len(errors)} errors" return result except Exception as e: # Suppress stdout debug prints in API layer db.rollback() raise HTTPException(status_code=500, detail=f"Import failed: {str(e)}") @router.get("/status") async def get_import_status(db: Session = Depends(get_db), current_user: User = Depends(get_current_user)): """Get current import status and record counts""" status = {} for file_type, model_class in CSV_MODEL_MAPPING.items(): try: count = db.query(model_class).count() status[file_type] = { "table_name": model_class.__tablename__, "record_count": count } except Exception as e: status[file_type] = { "table_name": model_class.__tablename__, "record_count": 0, "error": str(e) } return status @router.delete("/clear/{file_type}") async def clear_table_data( file_type: str, db: Session = Depends(get_db), current_user: User = Depends(get_current_user) ): """Clear all data from a specific table""" if file_type not in CSV_MODEL_MAPPING: raise HTTPException(status_code=400, detail=f"Unknown file type: {file_type}") model_class = CSV_MODEL_MAPPING[file_type] try: deleted_count = db.query(model_class).count() db.query(model_class).delete() # Also clear any flexible rows linked to this target table and file type db.query(FlexibleImport).filter( FlexibleImport.file_type == file_type, FlexibleImport.target_table == model_class.__tablename__, ).delete() db.commit() return { "file_type": file_type, "table_name": model_class.__tablename__, "deleted_count": deleted_count } except Exception as e: db.rollback() raise HTTPException(status_code=500, detail=f"Clear operation failed: {str(e)}") @router.post("/validate/{file_type}") async def validate_csv_file( file_type: str, file: UploadFile = UploadFileForm(...), current_user: User = Depends(get_current_user) ): """Validate CSV file structure without importing""" if file_type not in CSV_MODEL_MAPPING: raise HTTPException(status_code=400, detail=f"Unsupported file type: {file_type}") if not file.filename.endswith('.csv'): raise HTTPException(status_code=400, detail="File must be a CSV file") # Use auto-discovery mapping for validation try: content = await file.read() # Try multiple encodings for legacy CSV files encodings = ENCODINGS csv_content = None for encoding in encodings: try: csv_content = content.decode(encoding) break except UnicodeDecodeError: continue if csv_content is None: raise HTTPException(status_code=400, detail="Could not decode CSV file. Please ensure it's saved in UTF-8, Windows-1252, or ISO-8859-1 encoding.") rows_list, csv_headers = parse_csv_with_fallback(csv_content) model_class = CSV_MODEL_MAPPING[file_type] mapping_info = _build_dynamic_mapping(csv_headers, model_class, file_type) mapped_headers = mapping_info["mapped_headers"] unmapped_headers = mapping_info["unmapped_headers"] # Sample data validation sample_rows = [] errors = [] for row_num, row in enumerate(rows_list, start=2): if row_num > 12: # Only check first 10 data rows break sample_rows.append(row) # Check for data type issues on mapped fields for csv_field, db_field in mapped_headers.items(): if csv_field in row and row[csv_field]: try: convert_value(row[csv_field], db_field) except Exception as e: errors.append({ "row": row_num, "field": csv_field, "value": row[csv_field], "error": str(e) }) return { "file_type": file_type, # Consider valid if we can map at least one column; we don't require exact header match "valid": len(mapped_headers) > 0 and len(errors) == 0, "headers": { "found": csv_headers, "mapped": mapped_headers, "unmapped": unmapped_headers, }, "sample_data": sample_rows, "validation_errors": errors[:5], # First 5 errors only "total_errors": len(errors), "auto_mapping": { "suggestions": mapping_info["suggestions"], }, } except Exception as e: # Suppress stdout debug prints in API layer raise HTTPException(status_code=500, detail=f"Validation failed: {str(e)}") @router.get("/progress/{import_id}") async def get_import_progress( import_id: str, current_user: User = Depends(get_current_user) ): """Get import progress status (placeholder for future implementation)""" # This would be used for long-running imports with background tasks return { "import_id": import_id, "status": "not_implemented", "message": "Real-time progress tracking not yet implemented" } @router.post("/batch-validate") async def batch_validate_csv_files( files: List[UploadFile] = UploadFileForm(...), current_user: User = Depends(get_current_user) ): """Validate multiple CSV files without importing""" if len(files) > 25: raise HTTPException(status_code=400, detail="Maximum 25 files allowed per batch") validation_results = [] for file in files: file_type = file.filename if file_type not in CSV_MODEL_MAPPING: validation_results.append({ "file_type": file_type, "valid": False, "error": f"Unsupported file type: {file_type}" }) continue if not file.filename.endswith('.csv'): validation_results.append({ "file_type": file_type, "valid": False, "error": "File must be a CSV file" }) continue model_class = CSV_MODEL_MAPPING.get(file_type) try: content = await file.read() # Try multiple encodings for legacy CSV files (include BOM-friendly utf-8-sig) encodings = ENCODINGS csv_content = None for encoding in encodings: try: csv_content = content.decode(encoding) break except UnicodeDecodeError: continue if csv_content is None: validation_results.append({ "file_type": file_type, "valid": False, "error": "Could not decode CSV file encoding" }) continue # Handle CSV parsing issues with legacy files rows_list, csv_headers = parse_csv_with_fallback(csv_content) # Check headers and build dynamic mapping mapping_info = _build_dynamic_mapping(csv_headers, model_class, file_type) mapped_headers = mapping_info["mapped_headers"] unmapped_headers = mapping_info["unmapped_headers"] header_validation = _validate_required_headers(file_type, mapped_headers) header_validation = _validate_required_headers(file_type, mapped_headers) header_validation = _validate_required_headers(file_type, mapped_headers) header_validation = _validate_required_headers(file_type, mapped_headers) # Sample data validation sample_rows = [] errors = [] for row_num, row in enumerate(rows_list, start=2): if row_num > 12: # Only check first 10 data rows break sample_rows.append(row) # Check for data type issues for csv_field, db_field in mapped_headers.items(): if csv_field in row and row[csv_field]: try: convert_value(row[csv_field], db_field) except Exception as e: errors.append({ "row": row_num, "field": csv_field, "value": row[csv_field], "error": str(e) }) validation_results.append({ "file_type": file_type, "valid": (len(mapped_headers) > 0 and len(errors) == 0 and header_validation.get("ok", True)), "headers": { "found": csv_headers, "mapped": mapped_headers, "unmapped": unmapped_headers }, "header_validation": header_validation, "sample_data": sample_rows[:5], # Limit sample data for batch operation "validation_errors": errors[:5], # First 5 errors only "total_errors": len(errors), "auto_mapping": { "suggestions": mapping_info["suggestions"], }, }) # Reset file pointer for potential future use await file.seek(0) except Exception as e: validation_results.append({ "file_type": file_type, "valid": False, "error": f"Validation failed: {str(e)}" }) # Summary statistics total_files = len(validation_results) valid_files = len([r for r in validation_results if r["valid"]]) invalid_files = total_files - valid_files return { "batch_validation_results": validation_results, "summary": { "total_files": total_files, "valid_files": valid_files, "invalid_files": invalid_files, "all_valid": invalid_files == 0 } } @router.post("/batch-upload") async def batch_import_csv_files( files: List[UploadFile] = UploadFileForm(...), replace_existing: bool = Form(False), db: Session = Depends(get_db), current_user: User = Depends(get_current_user) ): """Import multiple CSV files in optimal order""" if len(files) > 25: raise HTTPException(status_code=400, detail="Maximum 25 files allowed per batch") # Define optimal import order based on dependencies import_order = IMPORT_ORDER # Sort uploaded files by optimal import order file_map = {f.filename: f for f in files} ordered_files = [] for file_type in import_order: if file_type in file_map: ordered_files.append((file_type, file_map[file_type])) del file_map[file_type] # Add any remaining files not in the predefined order for filename, file in file_map.items(): ordered_files.append((filename, file)) results = [] total_imported = 0 total_errors = 0 # Create import audit row (running) audit_row = ImportAudit( status="running", total_files=len(files), successful_files=0, failed_files=0, total_imported=0, total_errors=0, initiated_by_user_id=getattr(current_user, "id", None), initiated_by_username=getattr(current_user, "username", None), message="Batch import started", ) db.add(audit_row) db.commit() db.refresh(audit_row) # Directory to persist uploaded files for this audit (for reruns) audit_dir = Path(settings.upload_dir).joinpath("import_audits", str(audit_row.id)) try: audit_dir.mkdir(parents=True, exist_ok=True) except Exception: pass for file_type, file in ordered_files: if file_type not in CSV_MODEL_MAPPING: # Fallback flexible-only import for unknown file structures try: # Use async file operations for better performance from app.services.async_file_operations import async_file_ops # Stream save to disk for potential reruns and processing saved_path = None try: relative_path = f"import_audits/{audit_row.id}/{file_type}" saved_file_path, file_size, checksum = await async_file_ops.stream_upload_file( file, relative_path ) saved_path = str(async_file_ops.base_upload_dir / relative_path) # Stream read for processing content = b"" async for chunk in async_file_ops.stream_read_file(relative_path): content += chunk except Exception as e: # Fallback to traditional method await file.seek(0) content = await file.read() try: file_path = audit_dir.joinpath(file_type) with open(file_path, "wb") as fh: fh.write(content) saved_path = str(file_path) except Exception: saved_path = None encodings = ENCODINGS csv_content = None for encoding in encodings: try: csv_content = content.decode(encoding) break except UnicodeDecodeError: continue if csv_content is None: results.append({ "file_type": file_type, "status": "failed", "message": "Could not decode CSV file encoding" }) continue rows_list, headers = parse_csv_with_fallback(csv_content) flexible_count = 0 for row in rows_list: # Save entire row as flexible JSON db.add( FlexibleImport( file_type=file_type, target_table=None, primary_key_field=None, primary_key_value=None, extra_data=make_json_safe({k: v for k, v in (row or {}).items() if v not in (None, "")}), ) ) flexible_count += 1 if flexible_count % 200 == 0: db.commit() db.commit() total_imported += flexible_count # Persist per-file result row results.append({ "file_type": file_type, "status": "success", "imported_count": flexible_count, "errors": 0, "message": f"Stored {flexible_count} rows as flexible data (no known model)", "auto_mapping": { "mapped_headers": {}, "unmapped_headers": list(headers), "flexible_saved_rows": flexible_count, }, }) try: db.add(ImportAuditFile( audit_id=audit_row.id, file_type=file_type, status="success", imported_count=flexible_count, errors=0, message=f"Stored {flexible_count} rows as flexible data", details={"saved_path": saved_path} if saved_path else {} )) db.commit() except Exception: db.rollback() continue except Exception as e: db.rollback() results.append({ "file_type": file_type, "status": "failed", "message": f"Flexible import failed: {str(e)}" }) try: db.add(ImportAuditFile( audit_id=audit_row.id, file_type=file_type, status="failed", imported_count=0, errors=1, message=f"Flexible import failed: {str(e)}", details={} )) db.commit() except Exception: db.rollback() continue try: # Reset file pointer await file.seek(0) # Import this file using auto-discovery mapping model_class = CSV_MODEL_MAPPING[file_type] content = await file.read() # Save original upload to disk for potential reruns saved_path = None try: file_path = audit_dir.joinpath(file_type) with open(file_path, "wb") as fh: fh.write(content) saved_path = str(file_path) except Exception: saved_path = None # Try multiple encodings for legacy CSV files encodings = ENCODINGS csv_content = None for encoding in encodings: try: csv_content = content.decode(encoding) break except UnicodeDecodeError: continue if csv_content is None: results.append({ "file_type": file_type, "status": "failed", "message": "Could not decode CSV file encoding" }) try: db.add(ImportAuditFile( audit_id=audit_row.id, file_type=file_type, status="failed", imported_count=0, errors=1, message="Could not decode CSV file encoding", details={"saved_path": saved_path} if saved_path else {} )) db.commit() except Exception: db.rollback() continue # Handle CSV parsing issues with legacy files rows_list, csv_headers = parse_csv_with_fallback(csv_content) mapping_info = _build_dynamic_mapping(csv_headers, model_class, file_type) mapped_headers = mapping_info["mapped_headers"] unmapped_headers = mapping_info["unmapped_headers"] header_validation = _validate_required_headers(file_type, mapped_headers) imported_count = 0 errors = [] flexible_saved = 0 fk_error_summary: Dict[str, int] = {} # Special handling: assign line numbers per form for FORM_LST.csv form_lst_line_counters: Dict[str, int] = {} # If replace_existing is True and this is the first file of this type if replace_existing: db.query(model_class).delete() db.query(FlexibleImport).filter( FlexibleImport.file_type == file_type, FlexibleImport.target_table == model_class.__tablename__, ).delete() db.commit() for row_num, row in enumerate(rows_list, start=2): try: model_data = {} for csv_field, db_field in mapped_headers.items(): if csv_field in row and db_field is not None: converted_value = convert_value(row[csv_field], db_field) if converted_value is not None: model_data[db_field] = converted_value # Inject sequential line_number for FORM_LST rows grouped by form_id if file_type == "FORM_LST.csv": form_id_value = model_data.get("form_id") if form_id_value: current = form_lst_line_counters.get(str(form_id_value), 0) + 1 form_lst_line_counters[str(form_id_value)] = current if "line_number" not in model_data: model_data["line_number"] = current if not any(model_data.values()): continue # Fallback: if required non-nullable fields are missing, store row as flexible only required_fields = _get_required_fields(model_class) missing_required = [f for f in required_fields if model_data.get(f) in (None, "")] if missing_required: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data=make_json_safe({ "mapped": model_data, "unmapped": {h: row.get(h) for h in unmapped_headers if row.get(h) not in (None, "")}, "missing_required": missing_required, }), ) ) flexible_saved += 1 continue # Special validation for models with required fields if model_class == Phone: if 'phone' not in model_data or not model_data['phone']: continue # Skip phone records without a phone number if model_class == Rolodex: if 'last' not in model_data or not model_data['last']: continue # Skip rolodex records without a last name/company name if model_class == Ledger: # Skip ledger records without required fields if 'empl_num' not in model_data or not model_data['empl_num']: continue # Skip ledger records without employee number if 'file_no' not in model_data or not model_data['file_no']: continue # Skip ledger records without file number # FK validation for known relationships fk_errors = validate_foreign_keys(model_data, model_class, db) if fk_errors: for msg in fk_errors: errors.append({"row": row_num, "error": msg}) fk_error_summary[msg] = fk_error_summary.get(msg, 0) + 1 db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data=make_json_safe({ "mapped": model_data, "fk_errors": fk_errors, }), ) ) flexible_saved += 1 continue instance = model_class(**model_data) db.add(instance) db.flush() # Link flexible extras _, pk_names = _get_model_columns(model_class) pk_field_name = pk_names[0] if len(pk_names) == 1 else None pk_value = None if pk_field_name: try: pk_value = getattr(instance, pk_field_name) except Exception: pk_value = None extra_data = {} for csv_field in unmapped_headers: if csv_field in row and row[csv_field] not in (None, ""): extra_data[csv_field] = row[csv_field] if extra_data: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=pk_field_name, primary_key_value=str(pk_value) if pk_value is not None else None, extra_data=make_json_safe(extra_data), ) ) flexible_saved += 1 imported_count += 1 if imported_count % 100 == 0: db.commit() except Exception as e: # Rollback the transaction for this record db.rollback() # Persist row in flexible storage instead of counting as error only try: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data=make_json_safe({ "mapped": model_data, "unmapped": {h: row.get(h) for h in unmapped_headers if row.get(h) not in (None, "")}, "error": str(e), }), ) ) flexible_saved += 1 except Exception as flex_e: errors.append({ "row": row_num, "error": f"{str(e)} | Flexible save failed: {str(flex_e)}", }) continue db.commit() total_imported += imported_count total_errors += len(errors) results.append({ "file_type": file_type, "status": "success" if (len(errors) == 0 and header_validation.get("ok", True)) else "completed_with_errors", "imported_count": imported_count, "errors": len(errors), "message": f"Imported {imported_count} records" + (f" with {len(errors)} errors" if errors else ""), "header_validation": header_validation, "validation": { "fk_errors_total": sum(fk_error_summary.values()), "fk_error_summary": fk_error_summary, }, "auto_mapping": { "mapped_headers": mapped_headers, "unmapped_headers": unmapped_headers, "flexible_saved_rows": flexible_saved, }, }) try: db.add(ImportAuditFile( audit_id=audit_row.id, file_type=file_type, status="success" if (len(errors) == 0 and header_validation.get("ok", True)) else "completed_with_errors", imported_count=imported_count, errors=len(errors), message=f"Imported {imported_count} records" + (f" with {len(errors)} errors" if errors else ""), details={ "mapped_headers": list(mapped_headers.keys()), "unmapped_count": len(unmapped_headers), "flexible_saved_rows": flexible_saved, "fk_errors_total": sum(fk_error_summary.values()), "fk_error_summary": fk_error_summary, "header_validation": header_validation, **({"saved_path": saved_path} if saved_path else {}), } )) db.commit() except Exception: db.rollback() except Exception as e: db.rollback() results.append({ "file_type": file_type, "status": "failed", "message": f"Import failed: {str(e)}" }) try: db.add(ImportAuditFile( audit_id=audit_row.id, file_type=file_type, status="failed", imported_count=0, errors=1, message=f"Import failed: {str(e)}", details={"saved_path": saved_path} if saved_path else {} )) db.commit() except Exception: db.rollback() summary = { "total_files": len(files), "successful_files": len([r for r in results if r["status"] in ["success", "completed_with_errors"]]), "failed_files": len([r for r in results if r["status"] == "failed"]), "total_imported": total_imported, "total_errors": total_errors } # Finalize audit row try: audit_row.successful_files = summary["successful_files"] audit_row.failed_files = summary["failed_files"] audit_row.total_imported = summary["total_imported"] audit_row.total_errors = summary["total_errors"] audit_row.status = "success" if summary["failed_files"] == 0 and summary["total_errors"] == 0 else ( "completed_with_errors" if summary["successful_files"] > 0 else "failed" ) audit_row.message = f"Batch import completed: {audit_row.successful_files}/{audit_row.total_files} files" audit_row.finished_at = datetime.now(timezone.utc) audit_row.details = { "files": [ {"file_type": r.get("file_type"), "status": r.get("status"), "imported_count": r.get("imported_count", 0), "errors": r.get("errors", 0)} for r in results ] } db.add(audit_row) db.commit() except Exception: db.rollback() return { "batch_results": results, "summary": summary } @router.get("/recent-batches") async def recent_batch_imports( limit: int = Query(5, ge=1, le=50), offset: int = Query(0, ge=0), status: Optional[str] = Query(None, description="Filter by status: running|success|completed_with_errors|failed"), start: Optional[str] = Query(None, description="ISO datetime start for started_at filter"), end: Optional[str] = Query(None, description="ISO datetime end for started_at filter"), db: Session = Depends(get_db), current_user: User = Depends(get_current_user) ): """Return recent batch import audit rows (most recent first) with optional filters and pagination.""" q = db.query(ImportAudit) if status and status.lower() != "all": q = q.filter(ImportAudit.status == status) # Date range filters on started_at try: if start: start_dt = datetime.fromisoformat(start) q = q.filter(ImportAudit.started_at >= start_dt) except Exception: pass try: if end: end_dt = datetime.fromisoformat(end) q = q.filter(ImportAudit.started_at <= end_dt) except Exception: pass total = q.count() rows = ( q.order_by(ImportAudit.started_at.desc()) .offset(offset) .limit(limit) .all() ) def _row(r: ImportAudit): return { "id": r.id, "started_at": r.started_at.isoformat() if r.started_at else None, "finished_at": r.finished_at.isoformat() if r.finished_at else None, "status": r.status, "total_files": r.total_files, "successful_files": r.successful_files, "failed_files": r.failed_files, "total_imported": r.total_imported, "total_errors": r.total_errors, "initiated_by": r.initiated_by_username, "message": r.message, } return {"recent": [_row(r) for r in rows], "total": total, "limit": limit, "offset": offset} @router.get("/recent-batches/{audit_id}") async def get_batch_details( audit_id: int, db: Session = Depends(get_db), current_user: User = Depends(get_current_user) ): """Return a specific audit entry with per-file details.""" audit = db.query(ImportAudit).filter(ImportAudit.id == audit_id).first() if not audit: raise HTTPException(status_code=404, detail="Audit entry not found") files = ( db.query(ImportAuditFile) .filter(ImportAuditFile.audit_id == audit.id) .order_by(ImportAuditFile.id.asc()) .all() ) def _row(r: ImportAudit): return { "id": r.id, "started_at": r.started_at.isoformat() if r.started_at else None, "finished_at": r.finished_at.isoformat() if r.finished_at else None, "status": r.status, "total_files": r.total_files, "successful_files": r.successful_files, "failed_files": r.failed_files, "total_imported": r.total_imported, "total_errors": r.total_errors, "initiated_by": r.initiated_by_username, "message": r.message, "details": r.details or {}, } def _file(f: ImportAuditFile): return { "id": f.id, "file_type": f.file_type, "status": f.status, "imported_count": f.imported_count, "errors": f.errors, "message": f.message, "details": f.details or {}, "created_at": f.created_at.isoformat() if f.created_at else None, } return {"audit": _row(audit), "files": [_file(f) for f in files]} @router.post("/recent-batches/{audit_id}/rerun-failed") async def rerun_failed_files( audit_id: int, replace_existing: bool = Form(False), db: Session = Depends(get_db), current_user: User = Depends(get_current_user) ): """Re-run only failed files for a given audit. Creates a new audit entry for the rerun.""" prior = db.query(ImportAudit).filter(ImportAudit.id == audit_id).first() if not prior: raise HTTPException(status_code=404, detail="Audit entry not found") failed_files: List[ImportAuditFile] = ( db.query(ImportAuditFile) .filter(ImportAuditFile.audit_id == audit_id, ImportAuditFile.status == "failed") .all() ) if not failed_files: raise HTTPException(status_code=400, detail="No failed files to rerun for this audit") # Build list of (file_type, path) that exist items: List[Tuple[str, str]] = [] for f in failed_files: saved_path = None try: saved_path = (f.details or {}).get("saved_path") except Exception: saved_path = None if saved_path and os.path.exists(saved_path): items.append((f.file_type, saved_path)) if not items: raise HTTPException(status_code=400, detail="No saved files available to rerun. Upload again.") # Import order for sorting import_order = IMPORT_ORDER order_index = {name: i for i, name in enumerate(import_order)} items.sort(key=lambda x: order_index.get(x[0], len(import_order) + 1)) # Create new audit row for rerun rerun_audit = ImportAudit( status="running", total_files=len(items), successful_files=0, failed_files=0, total_imported=0, total_errors=0, initiated_by_user_id=getattr(current_user, "id", None), initiated_by_username=getattr(current_user, "username", None), message=f"Rerun failed files for audit #{audit_id}", details={"rerun_of": audit_id}, ) db.add(rerun_audit) db.commit() db.refresh(rerun_audit) # Directory to persist rerun files rerun_dir = Path(settings.upload_dir).joinpath("import_audits", str(rerun_audit.id)) try: rerun_dir.mkdir(parents=True, exist_ok=True) except Exception: pass results: List[Dict[str, Any]] = [] total_imported = 0 total_errors = 0 for file_type, path in items: try: with open(path, "rb") as fh: content = fh.read() # Save a copy under the rerun audit saved_path = None try: file_path = rerun_dir.joinpath(file_type) with open(file_path, "wb") as out: out.write(content) saved_path = str(file_path) except Exception: saved_path = None if file_type not in CSV_MODEL_MAPPING: # Flexible-only path encodings = ENCODINGS csv_content = None for enc in encodings: try: csv_content = content.decode(enc) break except UnicodeDecodeError: continue if csv_content is None: results.append({"file_type": file_type, "status": "failed", "message": "Could not decode CSV file encoding"}) try: db.add(ImportAuditFile( audit_id=rerun_audit.id, file_type=file_type, status="failed", imported_count=0, errors=1, message="Could not decode CSV file encoding", details={"saved_path": saved_path} if saved_path else {} )) db.commit() except Exception: db.rollback() continue rows_list, _headers = parse_csv_with_fallback(csv_content) flexible_count = 0 for row in rows_list: db.add( FlexibleImport( file_type=file_type, target_table=None, primary_key_field=None, primary_key_value=None, extra_data=make_json_safe({k: v for k, v in (row or {}).items() if v not in (None, "")}), ) ) flexible_count += 1 if flexible_count % 200 == 0: db.commit() db.commit() total_imported += flexible_count results.append({ "file_type": file_type, "status": "success", "imported_count": flexible_count, "errors": 0, "message": f"Stored {flexible_count} rows as flexible data (no known model)", }) try: db.add(ImportAuditFile( audit_id=rerun_audit.id, file_type=file_type, status="success", imported_count=flexible_count, errors=0, message=f"Stored {flexible_count} rows as flexible data", details={"saved_path": saved_path} if saved_path else {} )) db.commit() except Exception: db.rollback() continue # Known model path model_class = CSV_MODEL_MAPPING[file_type] encodings = ENCODINGS csv_content = None for enc in encodings: try: csv_content = content.decode(enc) break except UnicodeDecodeError: continue if csv_content is None: results.append({"file_type": file_type, "status": "failed", "message": "Could not decode CSV file encoding"}) try: db.add(ImportAuditFile( audit_id=rerun_audit.id, file_type=file_type, status="failed", imported_count=0, errors=1, message="Could not decode CSV file encoding", details={"saved_path": saved_path} if saved_path else {} )) db.commit() except Exception: db.rollback() continue csv_reader = csv.DictReader(io.StringIO(csv_content), delimiter=',', quotechar='"', quoting=csv.QUOTE_MINIMAL) csv_headers = csv_reader.fieldnames or [] mapping_info = _build_dynamic_mapping(csv_headers, model_class, file_type) mapped_headers = mapping_info["mapped_headers"] unmapped_headers = mapping_info["unmapped_headers"] header_validation = _validate_required_headers(file_type, mapped_headers) imported_count = 0 errors: List[Dict[str, Any]] = [] # Special handling: assign line numbers per form for FORM_LST.csv form_lst_line_counters: Dict[str, int] = {} if replace_existing: db.query(model_class).delete() db.query(FlexibleImport).filter( FlexibleImport.file_type == file_type, FlexibleImport.target_table == model_class.__tablename__, ).delete() db.commit() for row_num, row in enumerate(csv_reader, start=2): try: model_data: Dict[str, Any] = {} for csv_field, db_field in mapped_headers.items(): if csv_field in row and db_field is not None: converted_value = convert_value(row[csv_field], db_field) if converted_value is not None: model_data[db_field] = converted_value # Inject sequential line_number for FORM_LST rows grouped by form_id if file_type == "FORM_LST.csv": form_id_value = model_data.get("form_id") if form_id_value: current = form_lst_line_counters.get(str(form_id_value), 0) + 1 form_lst_line_counters[str(form_id_value)] = current if "line_number" not in model_data: model_data["line_number"] = current if not any(model_data.values()): continue required_fields = _get_required_fields(model_class) missing_required = [f for f in required_fields if model_data.get(f) in (None, "")] if missing_required: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data={ "mapped": model_data, "unmapped": {h: row.get(h) for h in unmapped_headers if row.get(h) not in (None, "")}, "missing_required": missing_required, }, ) ) continue if model_class == Phone and (not model_data.get('phone')): continue if model_class == Rolodex and (not model_data.get('last')): continue if model_class == Ledger and (not model_data.get('empl_num') or not model_data.get('file_no')): continue instance = model_class(**model_data) db.add(instance) db.flush() _, pk_names = _get_model_columns(model_class) pk_field_name = pk_names[0] if len(pk_names) == 1 else None pk_value = None if pk_field_name: try: pk_value = getattr(instance, pk_field_name) except Exception: pk_value = None extra_data = {} for csv_field in unmapped_headers: if csv_field in row and row[csv_field] not in (None, ""): extra_data[csv_field] = row[csv_field] if extra_data: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=pk_field_name, primary_key_value=str(pk_value) if pk_value is not None else None, extra_data=extra_data, ) ) imported_count += 1 if imported_count % 100 == 0: db.commit() except Exception as e: db.rollback() try: db.add( FlexibleImport( file_type=file_type, target_table=model_class.__tablename__, primary_key_field=None, primary_key_value=None, extra_data={ "mapped": model_data, "unmapped": {h: row.get(h) for h in unmapped_headers if row.get(h) not in (None, "")}, "error": str(e), }, ) ) except Exception: errors.append({"row": row_num, "error": str(e)}) continue db.commit() total_imported += imported_count total_errors += len(errors) results.append({ "file_type": file_type, "status": "success" if (len(errors) == 0 and header_validation.get("ok", True)) else "completed_with_errors", "imported_count": imported_count, "errors": len(errors), "message": f"Imported {imported_count} records" + (f" with {len(errors)} errors" if errors else ""), "header_validation": header_validation, }) try: db.add(ImportAuditFile( audit_id=rerun_audit.id, file_type=file_type, status="success" if (len(errors) == 0 and header_validation.get("ok", True)) else "completed_with_errors", imported_count=imported_count, errors=len(errors), message=f"Imported {imported_count} records" + (f" with {len(errors)} errors" if errors else ""), details={**({"saved_path": saved_path} if saved_path else {}), "header_validation": header_validation} )) db.commit() except Exception: db.rollback() except Exception as e: db.rollback() results.append({"file_type": file_type, "status": "failed", "message": f"Import failed: {str(e)}"}) try: db.add(ImportAuditFile( audit_id=rerun_audit.id, file_type=file_type, status="failed", imported_count=0, errors=1, message=f"Import failed: {str(e)}", details={} )) db.commit() except Exception: db.rollback() # Finalize rerun audit summary = { "total_files": len(items), "successful_files": len([r for r in results if r["status"] in ["success", "completed_with_errors"]]), "failed_files": len([r for r in results if r["status"] == "failed"]), "total_imported": total_imported, "total_errors": total_errors, } try: rerun_audit.successful_files = summary["successful_files"] rerun_audit.failed_files = summary["failed_files"] rerun_audit.total_imported = summary["total_imported"] rerun_audit.total_errors = summary["total_errors"] rerun_audit.status = "success" if summary["failed_files"] == 0 and summary["total_errors"] == 0 else ( "completed_with_errors" if summary["successful_files"] > 0 else "failed" ) rerun_audit.message = f"Rerun completed: {rerun_audit.successful_files}/{rerun_audit.total_files} files" rerun_audit.finished_at = datetime.now(timezone.utc) rerun_audit.details = {"rerun_of": audit_id} db.add(rerun_audit) db.commit() except Exception: db.rollback() return {"batch_results": results, "summary": summary, "rerun_audit_id": rerun_audit.id} @router.post("/upload-flexible") async def upload_flexible_only( file: UploadFile = UploadFileForm(...), replace_existing: bool = Form(False), db: Session = Depends(get_db), current_user: User = Depends(get_current_user), ): """Flexible-only single-file upload. Accepts any CSV and stores each row as a `FlexibleImport` record with `target_table=None`. """ # Ensure CSV if not file.filename or not file.filename.lower().endswith(".csv"): raise HTTPException(status_code=400, detail="File must be a CSV file") file_type = file.filename try: # Optionally clear prior flexible rows for this file_type if replace_existing: db.query(FlexibleImport).filter( FlexibleImport.file_type == file_type, FlexibleImport.target_table == None, # noqa: E711 ).delete() db.commit() content = await file.read() encodings = ENCODINGS csv_content = None for encoding in encodings: try: csv_content = content.decode(encoding) break except UnicodeDecodeError: continue if csv_content is None: raise HTTPException(status_code=400, detail="Could not decode CSV file encoding") reader = csv.DictReader(io.StringIO(csv_content), delimiter=",", quotechar='"', quoting=csv.QUOTE_MINIMAL) headers = reader.fieldnames or [] imported_count = 0 for row in reader: payload = {k: v for k, v in (row or {}).items() if v not in (None, "")} db.add( FlexibleImport( file_type=file_type, target_table=None, primary_key_field=None, primary_key_value=None, extra_data=payload, ) ) imported_count += 1 if imported_count % 200 == 0: db.commit() db.commit() return { "file_type": file_type, "imported_count": imported_count, "errors": [], "total_errors": 0, "auto_mapping": { "mapped_headers": {}, "unmapped_headers": list(headers), "flexible_saved_rows": imported_count, }, "message": f"Stored {imported_count} rows as flexible data (no known model)", } except HTTPException: raise except Exception as e: db.rollback() raise HTTPException(status_code=500, detail=f"Flexible upload failed: {str(e)}")