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src/mod_import_csv.erl

%% @author Marc Worrell <marc@worrell.nl>
%% @copyright 2010-2026 Marc Worrell
%% @doc Import tab or comma separated files. There must be an import definition for the file to be accepted.
%% @end
%% Copyright 2010-2026 Marc Worrell
%%
%% Licensed under the Apache License, Version 2.0 (the "License");
%% you may not use this file except in compliance with the License.
%% You may obtain a copy of the License at
%%
%% http://www.apache.org/licenses/LICENSE-2.0
%%
%% Unless required by applicable law or agreed to in writing, software
%% distributed under the License is distributed on an "AS IS" BASIS,
%% WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
%% See the License for the specific language governing permissions and
%% limitations under the License.
-module(mod_import_csv).
-moduledoc("
Module which adds “import CSV” button to the admin status screen.
The dropbox folder of the site is also watched for CSV or XLSX files.
To determine whether it can import a file, it uses a notification:
```erlang
#import_csv_definition{basename, filename}
```
If the notification is not returning anything, it tries to map the columns found in the first row of the CSV file to
[resource](/id/doc_glossary#term-resource) column names.
CSV/XLSX import module for admin-driven and watched-folder data imports.
Accepted Events
---------------
This module handles the following notifier callbacks:
- `observe_admin_menu`: Add menu item to 'Content' admin menu using `z_acl:is_allowed`.
- `observe_dropbox_file`: Import recognized CSV (including tab-separated) and XLSX files from the drop folder when an import definition matches.
Delegate callbacks:
- `event/2` with `submit` messages: `csv_upload`.
").
-author("Marc Worrell <marc@worrell.nl>").
-mod_title("Import CSV Data").
-mod_description("Import CSV and XLSX files.").
-mod_prio(20).
-mod_schema(1).
%% interface functions
-export([
observe_dropbox_file/2,
observe_admin_menu/3,
can_handle/3,
event/2,
inspect_file/2,
manage_schema/2
]).
-include_lib("zotonic_core/include/zotonic.hrl").
-include_lib("zotonic_mod_admin/include/admin_menu.hrl").
%% @doc Handle a drop folder file when it is a tsv/csv file we know.
observe_dropbox_file(#dropbox_file{ filename = DropboxFile }, Context) ->
Basename = filename:basename(DropboxFile),
case can_handle(Basename, DropboxFile, Context) of
{ok, Definition} ->
?zInfo("Dropbox CSV/XLSX file will be imported: ~s", [ Basename ], Context),
?LOG_INFO(#{
in => zotonic_mod_import_csv,
text => <<"Dropbox CSV/XLSX file will be imported">>,
file => DropboxFile,
source => dropbox,
user_id => z_acl:user(Context)
}),
% Import in background, let dropbox keep the file in processing.
handle_spawn(Basename, DropboxFile, Definition, false, z_acl:sudo(Context)),
{ok, processing};
ok ->
% Handled by the notifier - dropbox can move the file to handled.
?zInfo("Dropbox CSV/XLSX file has been imported: ~s", [ Basename ], Context),
?LOG_INFO(#{
in => zotonic_mod_import_csv,
text => <<"Dropbox CSV/XLSX file has been imported">>,
file => DropboxFile,
source => dropbox,
user_id => z_acl:user(Context)
}),
ok;
{error, _} ->
undefined
end.
%% @doc Add menu item to 'Content' admin menu
-spec observe_admin_menu(#admin_menu{}, list(), z:context()) -> list().
observe_admin_menu(#admin_menu{}, Acc, Context) ->
[
#menu_separator{
parent = admin_content,
visiblecheck = {acl, use, mod_import_csv}
},
#menu_item{
id = admin_import,
parent = admin_content,
label = ?__("Import CSV or XLSX file", Context),
url = {admin_import},
visiblecheck = {acl, use, mod_import_csv}
}|
Acc
].
%% @doc Uploading a CSV file through the web interface.
event(#submit{message={csv_upload, []}}, Context) ->
case z_acl:is_allowed(use, mod_import_csv, Context) of
true ->
#upload{filename=OriginalFilename, tmpfile=TmpFile} = z_context:get_q_validated(<<"upload_file">>, Context),
IsReset = z_convert:to_bool(z_context:get_q(<<"reset">>, Context)),
?LOG_INFO(#{
in => zotonic_mod_import_csv,
text => <<"Importing CSV/XLSX file">>,
file => OriginalFilename,
source => upload,
user_id => z_acl:user(Context),
is_reset => IsReset
}),
?zInfo("Uploaded CSV/XLSX file will be imported: ~s", [ OriginalFilename ], Context),
% Move temporary file to the dropbox processing directory
% It will be deleted/moved away by either:
% - the dropbox code when it is more than 10 hours old; or
% - the import code after processing.
ProcessingDir = z_dropbox:dropbox_processing_dir(Context),
Filename = iolist_to_binary([
z_string:truncatechars(z_string:to_name(OriginalFilename), 50, <<>>),
$-,
z_ids:identifier(10)]),
ProcessingFile = filename:join([ProcessingDir, Filename]),
ok = z_filelib:rename(TmpFile, ProcessingFile),
Context2 = case can_handle(OriginalFilename, ProcessingFile, Context) of
{ok, Definition} ->
handle_spawn(OriginalFilename, ProcessingFile, Definition, IsReset, Context),
z_render:growl(?__("Please hold on while the file is importing. You will get a notification when it is ready.", Context), Context);
ok ->
?zInfo("CSV/XLSX file has been imported: ~s", [ OriginalFilename ], Context),
?LOG_INFO(#{
in => zotonic_mod_import_csv,
text => <<"CSV/XLSX file has been imported">>,
file => OriginalFilename,
source => upload,
user_id => z_acl:user(Context)
}),
z_render:growl(?__("The uploaded file has been imported.", Context), Context);
{error, Reason} ->
?zError("CSV/XLSX could not be imported, reason: ~p", [ Reason ], Context),
?LOG_WARNING(#{
in => zotonic_mod_import_csv,
text => <<"CSV/XLSX file could not be imported">>,
result => error,
reason => Reason,
file => OriginalFilename,
source => upload,
user_id => z_acl:user(Context)
}),
file:delete(ProcessingFile),
z_render:growl_error(?__("This file cannot be imported.", Context), Context)
end,
z_render:dialog_close(Context2);
false ->
z_render:growl_error(?__("Only admins can import CSV files.", Context), Context)
end.
manage_schema(What, Context) ->
m_import_csv_data:install(What, Context).
%%====================================================================
%% Internal functions
%%====================================================================
handle_spawn(OriginalFilename, File, #import_data_def{ importmodule = undefined } = Def, IsReset, Context) ->
Def1 = Def#import_data_def{ importmodule = import_data_csv },
handle_spawn(OriginalFilename, File, Def1, IsReset, Context);
handle_spawn(OriginalFilename, File, #import_data_def{ importmodule = ImportMod } = Def, IsReset, Context) ->
ContextAsync = z_context:prune_for_async(Context),
z_proc:spawn_md(
fun() ->
ImportMod:import(File, Def, IsReset, ContextAsync),
?zInfo("CSV/XLSX file has been imported: ~s", [ OriginalFilename ], Context),
to_handled_dir(File, Context),
Context1 = z_render:growl(?__("The uploaded file has been imported.", Context), Context),
z_transport:reply_actions(Context1)
end).
%%====================================================================
%% File handling
%%====================================================================
%% @doc Move the imported file from the processing to the handled dir.
to_handled_dir(File, Context) ->
ToDir = z_dropbox:dropbox_handled_dir(Context),
Target = filename:join([ToDir, filename:basename(File)]),
case filelib:is_regular(File) of
true ->
file:delete(Target),
z_filelib:rename(File, Target);
false ->
ok
end.
import_file_type(Filename) ->
case z_string:to_lower(filename:extension(Filename)) of
<<".csv">> -> csv;
<<".xlsx">> -> xlsx;
_ -> false
end.
%% @doc Check if we can import this file. Derive the file type from the original filename.
-spec can_handle(OriginalFilename, DataFile, Context) -> {ok, #import_data_def{}} | ok | {error, Reason} when
OriginalFilename :: file:filename_all(),
DataFile :: file:filename_all(),
Reason :: term(),
Context :: z:context().
can_handle(OriginalFilename, DataFile, Context) ->
case import_file_type(OriginalFilename) of
false ->
{error, file_type};
Type ->
%% Correct file type, see if we can handle the file.
%% Either a module has a definition or there are correct header lines.
can_handle(Type, OriginalFilename, DataFile, Context)
end.
%% @doc Check if we can import this file
-spec can_handle(Type, OriginalFilename, DataFile, Context) -> {ok, #import_data_def{}} | ok | {error, Reason} when
Type :: csv | xlsx,
OriginalFilename :: file:filename_all(),
DataFile :: file:filename_all(),
Reason :: term(),
Context :: z:context().
can_handle(Type, OriginalFilename, DataFile, Context) ->
case z_notifier:first(#import_csv_definition{ basename = filename:basename(OriginalFilename), filename = DataFile }, Context) of
{ok, #import_data_def{} = Def} ->
% Column definition of the data file, to be handled by our importers.
{ok, Def};
ok ->
% Handled by the notifier - dropbox can move the file to handled.
ok;
{error, _} = Error ->
Error;
undefined ->
case inspect_file(Type, DataFile) of
{ok, #import_data_def{ columns = Cols } = Def} ->
case lists:member(<<"name">>, Cols) andalso lists:member(<<"category">>, Cols) of
true ->
{ok, Def};
false ->
?LOG_WARNING(#{
text => <<"Invalid CSV/XLSX file, missing 'name' and/or 'category' columns">>,
in => zotonic_mod_import_csv,
result => error,
reason => missing_columns,
columns => Cols,
file => DataFile
}),
{error, invalid_csv_file}
end;
{error, Reason} = Error ->
?LOG_WARNING(#{
text => <<"Invalid CSV/XLSX file, error during inspect">>,
in => zotonic_mod_import_csv,
result => error,
reason => Reason,
file => DataFile
}),
Error
end
end.
%% @doc Inspect the first line of a CSV file, extract the column headers
-spec inspect_file(Type, File) -> {ok, #import_data_def{}} | {error, term()} when
Type :: csv | xlsx,
File :: file:filename_all().
inspect_file(csv, Filename) ->
case z_csv_parser:inspect_file(Filename) of
{ok, Cols, Sep} ->
Cols1 = [ to_property_name(Col) || Col <- Cols ],
{ok, #import_data_def{
colsep = Sep,
columns = Cols1,
skip_first_row = true,
importdef = cols2importdef(Cols1),
importstate = undefined,
importmodule = import_data_csv
}};
{error, _} = Error ->
Error
end;
inspect_file(xlsx, Filename) ->
case z_xlsx_parser:parse_file(Filename) of
{ok, [Row|_] = Rows} ->
Cols1 = [ to_property_name(Col) || Col <- Row ],
{ok, #import_data_def{
columns = Cols1,
skip_first_row = true,
importdef = cols2importdef(Cols1),
importstate = Rows,
importmodule = import_data_xlsx
}};
{error, _} = Error ->
Error
end.
%%====================================================================
%% Default import definitions
%%====================================================================
%% @doc Map column names to names that can be handled by the import routines and m_rsc:update/3
cols2importdef(Cols) ->
ImportDefMap = [ cols2importdef_map(Col) || Col <- unique(Cols,[]) ],
[
#{
props => % Field mapping
[
{<<"name">>, {concat, [<<"name_prefix">>, <<"name">>]}}
| lists:filter(fun(X) -> X =/= undefined end, ImportDefMap)
],
edges => % Edges
[]
}
].
to_property_name(<<"block.", B/binary>>) ->
<<"blocks.", B/binary>>;
to_property_name(Name) ->
Name.
unique([], Acc) ->
lists:reverse(Acc);
unique([C|Cs], Acc) ->
case lists:member(C, Acc) of
true -> unique(Cs, Acc);
false -> unique(Cs, [C|Acc])
end.
%% @doc Maps well-known column names to an import definition.
cols2importdef_map(<<>>) -> undefined;
cols2importdef_map(<<"name">>) -> undefined;
cols2importdef_map(<<"name_prefix">>) -> undefined;
cols2importdef_map(<<"date_start">>) -> {<<"date_start">>, {datetime, <<"date_start">>}};
cols2importdef_map(<<"date_end">>) -> {<<"date_end">>, {datetime, <<"date_end">>}};
cols2importdef_map(<<"publication_start">>) -> {<<"publication_start">>, {datetime, <<"publication_start">>}};
cols2importdef_map(<<"publication_end">>) -> {<<"publication_end">>, {datetime, <<"publication_end">>}};
cols2importdef_map(X) -> {X, X}.