An import tool easy enough your users could use it
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README.md

django-simple-import

An import tool easy enough your users could use it. django-simple-import aims to keep track of logs and user preferences in the database.

Project is now stable and feature complete. Of course it's always a good idea to test before deploying.

Build Status Coverage Status

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Changelog

2.0

2.0 adds support for Django 1.9 and 1.10. Support for 1.8 and under is dropped. Support for Python 2 is dropped. Removed support for django-custom-field Use 1.x for older environments.

1.17

The most apparent changes are 1.7 compatibility and migration to Django's atomic transactions. Please report any issues. I test against mysql innodb, postgres, and sqlite.

Features

  • Supports csv, xls, xlsx, and ods import file
  • Save user matches of column headers to fields
  • Guess matches
  • Create, update, or both
  • Allow programmers to define special import methods for custom handling
  • Set related objects by any unique field
  • Simulate imports before commiting to database
  • Undo (create only) imports
  • Security checks if user has correct permissions (partially implemented)

Install

  1. pip install django-simple-import[ods,xls,xlsx] for full install or specify which formats you need to support. CSV is supported out of box.
  2. Add 'simple_import' to INSTALLED APPS
  3. Add simple_import to urls.py like url(r'^simple_import/', include('simple_import.urls')),
  4. migrate

Optional Settings

Define allowed methods to be "imported". Example:

class Foo(models.Model):
    ...
    def set_bar(self, value):
        self.bar = value
    simple_import_methods = ('set_bar',)

settings.py

SIMPLE_IMPORT_LAZY_CHOICES: Default True. If enabled simple_import will look up choices when importing. Example:

choices  = ['M', 'Monday']

If the spreadsheet value is "Monday" it will set the database value to "M."

SIMPLE_IMPORT_LAZY_CHOICES_STRIP: Default False. If enabled, simple_import will trip leading/trailing whitespace from the cell's value before checking for a match. Only relevant when SIMPLE_IMPORT_LAZY_CHOICES is also enabled.

If you need any help, we do consulting and custom development. Just email us at david at burkesoftware.com.

Usage

Go to /simple_import/start_import/ or use the admin interface.

The screenshots have a django-grappelli like theme. The base templates have no style and are very basic. See an example of customization here. It is often sufficient to simply override simple_import/templates/base.html.

There is also a log of import records. Check out /admin/simple_import/.

Odd Things

Added a special set password property on auth.User to set password. This sets the password instead of just saving a hash.

User has some required fields that...aren't really required. Hardcoded to let them pass.

Security

I'm working on the assumption staff users are trusted. Only users with change permission to a field will see it as an option. I have not spent much time looking for ways users could manipulate URLs to run unauthorized imports. Feel free to contribute changes. All import views do require admin "is staff" permission.

Testing

If you have docker-compose and Docker installed, then just running docker-compose run --rm app ./manage.py test will do everything you need to test the packages.

Otherwise look at the .travis.yml file for test dependencies.