Enable csv import of partners with six fields

app/controllers/concerns/importable.rb

@@ -27,11 +27,15 @@ def import_csv
       data = File.read(params[:file].path, encoding: "BOM|UTF-8")
       csv = CSV.parse(data, headers: true)
       if csv.count.positive? && csv.first.headers.all? { |header| !header.nil? }
-        errors = resource_model.import_csv(csv, current_organization.id)
-        if errors.empty?
+        results = resource_model.import_csv(csv, current_organization.id)
+        if results[:errors].empty?
           flash[:notice] = "#{resource_model_humanized} were imported successfully!"
         else
-          flash[:error] = "The following #{resource_model_humanized} did not import successfully:\n#{errors.join("\n")}"
+          flash[:error] = "The following #{resource_model_humanized} did not import successfully:\n#{results[:errors].join("\n")}"
+        end
+
+        if results[:warnings].present?
+          flash[:alert] = "The following #{resource_model_humanized} imported with warnings:\n#{results[:warnings].join("\n")}"
         end
       else
         flash[:error] = "Check headers in file!"

app/models/concerns/provideable.rb

@@ -15,7 +15,8 @@ def self.import_csv(csv, organization)
 
         loc.save!
       end
-      []
+
+      {errors: [], warnings: []}
     end
 
     def self.csv_export_headers

app/models/donation_site.rb

@@ -38,6 +38,7 @@ class DonationSite < ApplicationRecord
 
   def self.import_csv(csv, organization)
     errors = []
+
     csv.each_with_index do |row, index|
       loc = DonationSite.new(row.to_hash)
       loc.organization_id = organization
@@ -47,7 +48,8 @@ def self.import_csv(csv, organization)
         errors << "Row #{index + 2}, #{row.to_hash["name"]} - #{loc.errors.full_messages.join(", ")}"
       end
     end
-    errors
+
+    {errors: errors, warnings: []}
   end
 
   def self.csv_export_headers

app/models/partner.rb

@@ -57,6 +57,7 @@ class Partner < ApplicationRecord
   validate :correct_document_mime_type
 
   before_save { email&.downcase! }
+  before_create :default_send_reminders_to_false, if: :send_reminders_nil?
   before_update :invite_new_partner, if: :should_invite_because_email_changed?
 
   scope :alphabetized, -> { order(:name) }
@@ -104,18 +105,30 @@ def approvable?
   # better to extract this outside of the model
   def self.import_csv(csv, organization_id)
     errors = []
+    warnings = []
     organization = Organization.find(organization_id)
 
     csv.each do |row|
       hash_rows = Hash[row.to_hash.map { |k, v| [k.downcase, v] }]
 
-      svc = PartnerCreateService.new(organization: organization, partner_attrs: hash_rows)
-      svc.call
-      if svc.errors.present?
-        errors << "#{svc.partner.name}: #{svc.partner.errors.full_messages.to_sentence}"
+      partner_create_service = PartnerCreateService.new(organization: organization, partner_attrs: hash_rows)
+      partner_create_service.call
+
+      if partner_create_service.errors.present?
+        formatted_errors = partner_create_service.errors.map do |error|
+          "#{error.attribute.to_s.humanize} #{error.message.downcase}"
+        end
+        errors << "#{partner_create_service.partner.name}: #{formatted_errors.to_sentence}"
+
+      elsif partner_create_service.warnings.present?
+        formatted_warnings = partner_create_service.warnings.map do |warning|
+          "#{warning.attribute.to_s.humanize} #{warning.message.downcase}"
+        end
+        warnings << "#{partner_create_service.partner.name}: #{formatted_warnings.to_sentence}"
       end
     end
-    errors
+
+    {errors: errors, warnings: warnings}
   end
 
   def partials_to_show
@@ -166,6 +179,14 @@ def correct_document_mime_type
     end
   end
 
+  def default_send_reminders_to_false
+    self.send_reminders = false
+  end
+
+  def send_reminders_nil?
+    send_reminders.nil?
+  end
+
   def invite_new_partner
     UserInviteService.invite(email: email, roles: [Role::PARTNER], resource: self)
   end

app/models/storage_location.rb

@@ -124,7 +124,8 @@ def self.import_csv(csv, organization)
       loc.organization_id = organization
       loc.save!
     end
-    []
+
+    {errors: [], warnings: []}
   end
 
   # NOTE: We should generalize this elsewhere -- Importable concern?

app/services/partner_create_service.rb

@@ -9,6 +9,8 @@ def initialize(organization:, partner_attrs:)
   end
 
   def call
+    process_default_storage_location
+
     @partner = organization.partners.build(partner_attrs)
 
     if @partner.valid?
@@ -37,5 +39,27 @@ def call
 
   private
 
+  def process_default_storage_location
+    return unless partner_attrs.has_key?("default_storage_location")
+
+    if partner_attrs["default_storage_location"].blank?
+      partner_attrs.delete("default_storage_location")
+    else
+      default_storage_location_name = partner_attrs["default_storage_location"]&.titlecase
+      default_storage_location_id = StorageLocation.find_by(
+        name: default_storage_location_name,
+        organization: organization.id
+      )&.id
+
+      if default_storage_location_id.nil?
+        add_warning(:default_storage_location,
+          "is not a storage location for this partner's organization")
+      end
+
+      partner_attrs.delete("default_storage_location")
+      partner_attrs["default_storage_location_id"] = default_storage_location_id
+    end
+  end
+
   attr_reader :organization, :partner_attrs
 end

app/services/service_object_errors_mixin.rb

@@ -31,6 +31,14 @@ def errors
     @errors ||= ActiveModel::Errors.new(self)
   end
 
+  def warnings
+    @warnings ||= ActiveModel::Errors.new(self)
+  end
+
+  def add_warning(attribute, message)
+    warnings.add(attribute, message)
+  end
+
   def read_attribute_for_validation(attr)
     send(attr)
   end
@@ -45,4 +53,3 @@ def lookup_ancestors
     end
   end
 end
-

app/views/dashboard/_getting_started_prompt.html.erb

@@ -59,5 +59,17 @@
       <%= button_to "Dismiss", "/manage", method: :patch, params: {organization: { bank_is_set_up: true }}, class: "btn btn-primary" %>
     </div>
 
+    <%= render(
+        layout: "shared/csv_import_modal",
+        locals: {
+          import_type: "Partners",
+          csv_template_url: "/partners_template_updated.csv",
+          csv_import_url: import_csv_partners_path,
+        },
+      ) do %>
+      <li>Open the CSV file with Excel or your favourite spreadsheet program.</li>
+      <li>Delete the sample data and enter your partner agency names and addresses in the appropriate columns.</li>
+      <li>Save the file as a CSV file.</li>
+    <% end %>
   <% end %>
 <% end %>

app/views/partners/index.html.erb

@@ -56,7 +56,7 @@
           layout: "shared/csv_import_modal",
           locals: {
             import_type: "Partners",
-            csv_template_url: "/partners_template.csv",
+            csv_template_url: "/partners_template_updated.csv",
             csv_import_url: import_csv_partners_path
           }
       ) do %>

public/partners_template_updated.csv

@@ -0,0 +1,4 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 1,partner1@example.com,"Smithsonian Conservation Center",false,20,"test note 1"
+Partner 2,partner2@example.com,"Smithsonian Conservation Center",false,30,"test note 2"
+Partner 3,partner3@example.com,"Smithsonian Conservation Center",true,10,"test note 3"

spec/fixtures/files/partners_missing_default_storage_location_field.csv

@@ -0,0 +1,2 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 51,partner51@example.com,,false,50,"great partner"

spec/fixtures/files/partners_missing_default_storage_location_field_and_header.csv

@@ -0,0 +1,2 @@
+name,email,send_reminders,quota,notes
+Partner 71,partner71@example.com,false,50,"great partner"

spec/fixtures/files/partners_missing_send_reminders_field.csv

@@ -0,0 +1,3 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 51,partner51@example.com,"Smithsonian Conservation Center",,50,"great partner"
+

spec/fixtures/files/partners_missing_send_reminders_field_and_header.csv

@@ -0,0 +1,3 @@
+name,email,default_storage_location,quota,notes
+Partner 51,partner51@example.com,"Smithsonian Conservation Center",50,"great partner"
+

spec/fixtures/files/partners_with_bom_encoding.csv

@@ -1,21 +1,21 @@
-name,email
-Beaverton Police Department,krodriguez@beavertonoregon.gov
-Catholic Charities,lcrombie@catholiccharitiesoregon.org
-Clackamas Service Center,debramason@cscoregon.org
-Healthy Familes of Clackamas County,bkersens@healthyfamiliescc.org
-Dollar for Portland,jared@dollorfor.org
-Emmanuel Housing Center,shauntemeyers@emmanuelpdx.org
-Helensview School,hgandee@mesd.k12.or.us
-JOIN,ccarroll@joinpdx.org
-Job Corps (PIVOT),zutz.kayla@jobcorps.org
-NARA,christman@naranw.org
-NW Housing Alternatives,doty@nwhousing.org
-Pregnancy Resource Center,debbie@portlandprc.org
-Portland Homeless Family Solutions,emma@pdxhfs.org
-Raphael House,lvold@raphaelhouse.com
-The Rebecca Foundation's Cloth Diaper Closet,portland@clothforall.org
-Rose Haven,adeol@rosehaven.org
-Self Enhancement Inc.,stephaniep@selfenhancement.org
-Teen Parent Services (PPS),lgovan@pps.net
-Volunteers of America,cross@voaor.org
-Central City Concern,lindsey.ramsey@ccconcern.org
+name,email,default_storage_location,send_reminders,quota,notes
+Beaverton Police Department,krodriguez@beavertonoregon.gov,"Smithsonian Conservation Center",true,50,"great partner"
+Catholic Charities,lcrombie@catholiccharitiesoregon.org,"Smithsonian Conservation Center",true,50,"great partner"
+Clackamas Service Center,debramason@cscoregon.org,"Smithsonian Conservation Center",true,50,"great partner"
+Healthy Familes of Clackamas County,bkersens@healthyfamiliescc.org,"Smithsonian Conservation Center",true,50,"great partner"
+Dollar for Portland,jared@dollorfor.org,"Smithsonian Conservation Center",true,50,"great partner"
+Emmanuel Housing Center,shauntemeyers@emmanuelpdx.org,"Smithsonian Conservation Center",true,50,"great partner"
+Helensview School,hgandee@mesd.k12.or.us,"Smithsonian Conservation Center",true,50,"great partner"
+JOIN,ccarroll@joinpdx.org,"Smithsonian Conservation Center",true,50,"great partner"
+Job Corps (PIVOT),zutz.kayla@jobcorps.org,"Smithsonian Conservation Center",true,50,"great partner"
+NARA,christman@naranw.org,"Smithsonian Conservation Center",true,50,"great partner"
+NW Housing Alternatives,doty@nwhousing.org,"Smithsonian Conservation Center",true,50,"great partner"
+Pregnancy Resource Center,debbie@portlandprc.org,"Smithsonian Conservation Center",true,50,"great partner"
+Portland Homeless Family Solutions,emma@pdxhfs.org,"Smithsonian Conservation Center",true,50,"great partner"
+Raphael House,lvold@raphaelhouse.com,"Smithsonian Conservation Center",true,50,"great partner"
+The Rebecca Foundation's Cloth Diaper Closet,portland@clothforall.org,"Smithsonian Conservation Center",true,50,"great partner"
+Rose Haven,adeol@rosehaven.org,"Smithsonian Conservation Center",true,50,"great partner"
+Self Enhancement Inc.,stephaniep@selfenhancement.org,"Smithsonian Conservation Center",true,50,"great partner"
+Teen Parent Services (PPS),lgovan@pps.net,"Smithsonian Conservation Center",true,50,"great partner"
+Volunteers of America,cross@voaor.org,"Smithsonian Conservation Center",true,50,"great partner"
+Central City Concern,lindsey.ramsey@ccconcern.org,"Smithsonian Conservation Center",true,50,"great partner"

spec/fixtures/files/partners_with_six_fields.csv

@@ -0,0 +1,4 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 1,partner1@example.com,"Smithsonian Conservation Center",true,50,"great partner"
+Partner 2,partner2@example.com,"Smithsonian Conservation Center",true,75,"such a great partner"
+Partner 4,partner4@example.com,"Smithsonian Conservation Center",false,80,"really ten out of ten"

spec/fixtures/files/partners_with_six_fields_and_duplicates.csv

@@ -0,0 +1,4 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 1,partner1@example.com,"Smithsonian Conservation Center",true,50,"great partner"
+Partner 2,partner2@example.com,"Smithsonian Conservation Center",true,75,"such a great partner"
+Partner 3,partner3@example.com,"Smithsonian Conservation Center",true,80,"yay, a partner"

spec/fixtures/files/partners_with_six_fields_capitalized_location.csv

@@ -0,0 +1,4 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 1,partner1@example.com,"SMITHSONIAN CONSERVATION CENTER",true,50,"great partner"
+Partner 2,partner2@example.com,"Smithsonian Conservation Center",true,75,"such a great partner"
+Partner 4,partner4@example.com,"Smithsonian Conservation Center",false,80,"really ten out of ten"

spec/fixtures/files/partners_with_six_fields_invalid_location.csv

@@ -0,0 +1,2 @@
+name,email,default_storage_location,send_reminders,quota,notes
+Partner 4,partner4@example.com,"Invalid",false,80,"really ten out of ten"

spec/models/donation_site_spec.rb

@@ -43,7 +43,8 @@
       data = File.read(duplicated_name_csv_path, encoding: "BOM|UTF-8")
       csv = CSV.parse(data, headers: true)
 
-      errors = DonationSite.import_csv(csv, organization.id)
+      response = DonationSite.import_csv(csv, organization.id)
+      errors = response[:errors]
       expect(errors).not_to be_empty
       expect(errors.first).to match(/Row/)
       expect(errors.first).to include("Name must be unique within the organization")
@@ -55,7 +56,8 @@
       data = File.read(valid_csv_path, encoding: "BOM|UTF-8")
       csv = CSV.parse(data, headers: true)
 
-      errors = DonationSite.import_csv(csv, organization.id)
+      response = DonationSite.import_csv(csv, organization.id)
+      errors = response[:errors]
       expect(errors).to be_empty
       expect(DonationSite.count).to eq 1
 
@@ -67,7 +69,8 @@
       data = File.read(invalid_csv_path, encoding: "BOM|UTF-8")
       csv = CSV.parse(data, headers: true)
 
-      errors = DonationSite.import_csv(csv, organization.id)
+      response = DonationSite.import_csv(csv, organization.id)
+      errors = response[:errors]
       expect(errors).not_to be_empty
       expect(errors.first).to match(/Row/)
       expect(errors.first).to include("can't be blank")
@@ -79,7 +82,9 @@
       import_file_path = Rails.root.join("spec", "fixtures", "files", "donation_sites.csv")
       data = File.read(import_file_path, encoding: "BOM|UTF-8")
       csv = CSV.parse(data, headers: true)
-      DonationSite.import_csv(csv, organization.id)
+      response = DonationSite.import_csv(csv, organization.id)
+      errors = response[:errors]
+      expect(errors).to be_empty
       expect(DonationSite.count).to eq 1
     end
   end