feat: CSV import preview/apply endpoints and helpers
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This commit is contained in:
Ryan Lancaster
2026-03-18 18:49:20 -04:00
parent 9cc677ce68
commit 8c2781ea81
3 changed files with 428 additions and 13 deletions

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@@ -11,6 +11,7 @@ import { mkdirSync, unlinkSync, existsSync, readFileSync } from 'fs';
import { randomBytes, randomUUID } from 'crypto';
import multer from 'multer';
import nodemailer from 'nodemailer';
import { parse as parseCsv } from 'csv-parse/sync';
const __dirname = dirname(fileURLToPath(import.meta.url));
const dataDir = join(__dirname, 'data');
@@ -45,6 +46,11 @@ const toInitials = (name = '') =>
const FEATURE_TYPES = ['idea', 'feature', 'fix', 'removal'];
const FEATURE_STATUSES = ['backlog', 'planned', 'in-progress', 'shipped', 'dropped'];
const PROJECT_STATUSES = ['planning', 'active', 'on-hold', 'completed'];
const TASK_STATUSES = ['todo', 'in-progress', 'done'];
const TASK_PRIORITIES = ['low', 'medium', 'high'];
const TASK_RECURRENCES = ['none', 'daily', 'weekly', 'monthly'];
const DEFAULT_PROJECT_COLOR = '#6366f1';
const normalizeFeatureEntry = (feature = {}, previousFeature = null) => {
const now = new Date().toISOString();
@@ -81,6 +87,365 @@ const ensureProjectShape = (project) => {
project.features = project.features.map(feature => normalizeFeatureEntry(feature));
};
const normalizeEnumValue = (value, allowedValues, fallbackValue) => {
const normalized = String(value || '').trim().toLowerCase();
return allowedValues.includes(normalized) ? normalized : fallbackValue;
};
const normalizeIsoDate = (value) => {
const trimmed = String(value || '').trim();
if (!trimmed) return '';
const parsed = new Date(trimmed);
if (Number.isNaN(parsed.getTime())) return '';
return parsed.toISOString().slice(0, 10);
};
const normalizeProjectColor = (value) => {
const trimmed = String(value || '').trim();
return /^#[0-9a-f]{6}$/i.test(trimmed) ? trimmed : DEFAULT_PROJECT_COLOR;
};
const parseEstimatedHours = (value) => {
if (value === undefined || value === null || String(value).trim() === '') return undefined;
const hours = Number(value);
return Number.isFinite(hours) && hours >= 0 ? hours : undefined;
};
const parseDelimitedItems = (value) =>
String(value || '')
.split(/\r?\n|[|;]+/)
.map(item => item.trim())
.filter(Boolean);
const normalizeMemberIdentity = ({ name = '', email = '' } = {}) => ({
name: String(name || '').trim(),
email: String(email || '').trim().toLowerCase(),
});
const matchesMemberIdentity = (member, identity) => {
const memberEmail = String(member?.email || '').trim().toLowerCase();
const memberName = String(member?.name || '').trim().toLowerCase();
if (identity.email && memberEmail && memberEmail === identity.email) return true;
if (identity.name && memberName && memberName === identity.name.toLowerCase()) return true;
return false;
};
const findMemberByIdentity = (members, identity) =>
Array.isArray(members) ? members.find(member => matchesMemberIdentity(member, identity)) || null : null;
const buildTaskDuplicateKey = ({ title = '', dueDate = '', startDate = '', assignedTo = '' }) => [
String(title || '').trim().toLowerCase(),
String(startDate || '').trim(),
String(dueDate || '').trim(),
String(assignedTo || '').trim(),
].join('::');
const buildProjectRecord = (draft = {}, fallbackName = 'Imported Project') => ({
id: randomUUID(),
name: String(draft.name || fallbackName).trim() || fallbackName,
description: String(draft.description || '').trim(),
status: normalizeEnumValue(draft.status, PROJECT_STATUSES, 'planning'),
color: normalizeProjectColor(draft.color),
startDate: normalizeIsoDate(draft.startDate),
dueDate: normalizeIsoDate(draft.dueDate),
members: [],
tasks: [],
milestones: [],
features: [],
});
const buildTaskRecord = (draft = {}, assignedTo = '') => ({
id: randomUUID(),
title: String(draft.title || '').trim() || 'Untitled Task',
description: String(draft.description || '').trim(),
status: normalizeEnumValue(draft.status, TASK_STATUSES, 'todo'),
priority: normalizeEnumValue(draft.priority, TASK_PRIORITIES, 'medium'),
dueDate: normalizeIsoDate(draft.dueDate),
startDate: normalizeIsoDate(draft.startDate),
assignedTo: assignedTo || '',
estimatedHours: parseEstimatedHours(draft.estimatedHours),
actualHours: draft.actualHours,
recurrence: normalizeEnumValue(draft.recurrence, TASK_RECURRENCES, 'none'),
subtasks: Array.isArray(draft.subtasks)
? draft.subtasks
.map(subtask => {
const title = typeof subtask === 'string' ? subtask.trim() : String(subtask?.title || '').trim();
if (!title) return null;
return { id: randomUUID(), title, done: Boolean(subtask?.done) };
})
.filter(Boolean)
: [],
attachments: Array.isArray(draft.attachments) ? draft.attachments : [],
});
const resolveProjectMember = (project, memberDraft, createMissingMembers = true) => {
ensureProjectShape(project);
const identity = normalizeMemberIdentity(memberDraft);
if (!identity.name && !identity.email) return null;
const existingProjectMember = findMemberByIdentity(project.members, identity);
if (existingProjectMember) return existingProjectMember;
let rosterMember = findMemberByIdentity(db.data.members, identity);
if (!rosterMember && createMissingMembers) {
rosterMember = {
id: randomUUID(),
name: identity.name || identity.email || 'Imported Member',
role: String(memberDraft.role || '').trim() || 'Team Member',
initials: toInitials(identity.name || identity.email || 'Imported Member'),
email: identity.email,
};
db.data.members.push(rosterMember);
}
if (!rosterMember) return null;
const projectMember = {
...rosterMember,
initials: rosterMember.initials || toInitials(rosterMember.name),
};
if (!project.members.some(member => member.id === projectMember.id)) {
project.members.push(projectMember);
}
return projectMember;
};
const readImportRows = (file) => {
const extension = extname(file?.originalname || '').toLowerCase();
if (extension !== '.csv') {
throw new Error('Only CSV import is supported in this release');
}
const raw = file?.buffer?.toString('utf8') || '';
const rows = parseCsv(raw, {
columns: true,
skip_empty_lines: true,
trim: true,
bom: true,
relax_quotes: true,
});
if (!Array.isArray(rows) || rows.length === 0) {
throw new Error('The CSV file is empty');
}
return rows;
};
const buildCsvImportPreview = ({ file, mode, targetProjectId, createMissingMembers, duplicateStrategy }) => {
const importMode = mode === 'existing-project' ? 'existing-project' : 'new-project';
const allowMemberCreation = createMissingMembers !== 'false';
const strategy = duplicateStrategy === 'create' ? 'create' : 'skip';
const rows = readImportRows(file);
const targetProject = importMode === 'existing-project'
? db.data.projects.find(project => project.id === targetProjectId)
: null;
const warnings = [];
const errors = [];
if (importMode === 'existing-project' && !targetProject) {
errors.push('Select an existing project before previewing this import');
}
const firstProjectName = rows.find(row => String(row.project_name || '').trim())?.project_name;
const fallbackProjectName = String(file.originalname || 'Imported Project').replace(/\.[^.]+$/, '') || 'Imported Project';
const projectDraft = buildProjectRecord({
name: firstProjectName || fallbackProjectName,
description: rows.find(row => String(row.project_description || '').trim())?.project_description,
status: rows.find(row => String(row.project_status || '').trim())?.project_status,
color: rows.find(row => String(row.project_color || '').trim())?.project_color,
startDate: rows.find(row => String(row.project_start_date || '').trim())?.project_start_date,
dueDate: rows.find(row => String(row.project_due_date || '').trim())?.project_due_date,
}, fallbackProjectName);
const existingDuplicateKeys = new Set(
(targetProject?.tasks || []).map(task => buildTaskDuplicateKey(task))
);
const seenImportKeys = new Set();
const memberPlans = new Map();
const tasks = rows.map((row, index) => {
const title = String(row.title || row.task_title || row.task || '').trim();
if (!title) {
errors.push(`Row ${index + 2}: missing title`);
return null;
}
const assignee = {
name: row.assigned_to_name || row.assignee_name || row.assigned_to || '',
email: row.assigned_to_email || row.assignee_email || '',
role: row.assigned_to_role || row.assignee_role || '',
};
const assigneeIdentity = normalizeMemberIdentity(assignee);
const rosterMatch = findMemberByIdentity(db.data.members, assigneeIdentity);
const projectMatch = findMemberByIdentity(targetProject?.members || [], assigneeIdentity);
const taskDraft = {
title,
description: row.description || '',
status: row.status,
priority: row.priority,
startDate: row.start_date || row.startDate || '',
dueDate: row.due_date || row.dueDate || '',
estimatedHours: row.estimated_hours || row.estimatedHours,
recurrence: row.recurrence,
subtasks: parseDelimitedItems(row.subtasks),
};
const duplicateKey = buildTaskDuplicateKey({
...taskDraft,
assignedTo: projectMatch?.id || rosterMatch?.id || `${assigneeIdentity.email}|${assigneeIdentity.name}`,
});
const duplicateInProject = existingDuplicateKeys.has(duplicateKey);
const duplicateInFile = seenImportKeys.has(duplicateKey);
seenImportKeys.add(duplicateKey);
let assignmentAction = 'none';
if (assigneeIdentity.name || assigneeIdentity.email) {
if (projectMatch) {
assignmentAction = 'already-assigned';
} else if (rosterMatch) {
assignmentAction = 'assign-existing';
} else if (allowMemberCreation) {
assignmentAction = 'create-and-assign';
} else {
assignmentAction = 'unresolved';
warnings.push(`Row ${index + 2}: ${title} will be imported unassigned because ${assigneeIdentity.email || assigneeIdentity.name} is not in the roster`);
}
const memberKey = assigneeIdentity.email || assigneeIdentity.name.toLowerCase();
if (memberKey && !memberPlans.has(memberKey)) {
memberPlans.set(memberKey, {
...assigneeIdentity,
role: String(assignee.role || '').trim() || 'Team Member',
action: assignmentAction,
});
}
}
if (duplicateInProject && strategy === 'skip') {
warnings.push(`Row ${index + 2}: duplicate task "${title}" will be skipped`);
}
if (duplicateInFile) {
warnings.push(`Row ${index + 2}: duplicate task "${title}" also appears elsewhere in this CSV`);
}
return {
rowNumber: index + 2,
title,
description: taskDraft.description,
status: normalizeEnumValue(taskDraft.status, TASK_STATUSES, 'todo'),
priority: normalizeEnumValue(taskDraft.priority, TASK_PRIORITIES, 'medium'),
startDate: normalizeIsoDate(taskDraft.startDate),
dueDate: normalizeIsoDate(taskDraft.dueDate),
estimatedHours: parseEstimatedHours(taskDraft.estimatedHours),
recurrence: normalizeEnumValue(taskDraft.recurrence, TASK_RECURRENCES, 'none'),
subtasks: taskDraft.subtasks,
assignee: assigneeIdentity,
assignmentAction,
duplicateInProject,
duplicateInFile,
duplicateKey,
willImport: !(duplicateInProject && strategy === 'skip'),
};
}).filter(Boolean);
return {
format: 'csv',
mode: importMode,
fileName: file.originalname,
options: {
targetProjectId: targetProject?.id || '',
createMissingMembers: allowMemberCreation,
duplicateStrategy: strategy,
},
project: importMode === 'existing-project'
? {
id: targetProject?.id || '',
name: targetProject?.name || '',
description: targetProject?.description || '',
}
: projectDraft,
tasks,
members: Array.from(memberPlans.values()),
warnings: Array.from(new Set(warnings)),
errors,
summary: {
rowCount: rows.length,
taskCount: tasks.length,
importableTaskCount: tasks.filter(task => task.willImport).length,
duplicateCount: tasks.filter(task => task.duplicateInProject).length,
memberCreateCount: Array.from(memberPlans.values()).filter(member => member.action === 'create-and-assign').length,
memberAssignCount: Array.from(memberPlans.values()).filter(member => member.action === 'assign-existing').length,
unresolvedAssignmentCount: tasks.filter(task => task.assignmentAction === 'unresolved').length,
},
};
};
const applyCsvImportPreview = (preview) => {
if (!preview || preview.format !== 'csv') {
throw new Error('Invalid import payload');
}
if (Array.isArray(preview.errors) && preview.errors.length > 0) {
throw new Error('Resolve preview errors before applying the import');
}
const importMode = preview.mode === 'existing-project' ? 'existing-project' : 'new-project';
const duplicateStrategy = preview?.options?.duplicateStrategy === 'create' ? 'create' : 'skip';
const createMissingMembers = Boolean(preview?.options?.createMissingMembers);
let project = null;
if (importMode === 'existing-project') {
project = db.data.projects.find(existingProject => existingProject.id === preview?.project?.id || existingProject.id === preview?.options?.targetProjectId);
if (!project) throw new Error('Target project no longer exists');
} else {
project = buildProjectRecord(preview.project, preview?.project?.name || 'Imported Project');
db.data.projects.push(project);
}
ensureProjectShape(project);
const duplicateKeys = new Set(project.tasks.map(task => buildTaskDuplicateKey(task)));
let createdTasks = 0;
let skippedTasks = 0;
for (const taskPreview of Array.isArray(preview.tasks) ? preview.tasks : []) {
if (!taskPreview?.title) continue;
let assignedTo = '';
if (taskPreview.assignee?.name || taskPreview.assignee?.email) {
const member = resolveProjectMember(project, taskPreview.assignee, createMissingMembers);
assignedTo = member?.id || '';
}
const duplicateKey = buildTaskDuplicateKey({
title: taskPreview.title,
startDate: taskPreview.startDate,
dueDate: taskPreview.dueDate,
assignedTo,
});
if (duplicateStrategy === 'skip' && duplicateKeys.has(duplicateKey)) {
skippedTasks += 1;
continue;
}
project.tasks.push(buildTaskRecord(taskPreview, assignedTo));
duplicateKeys.add(duplicateKey);
createdTasks += 1;
}
ensureProjectShape(project);
return {
project,
summary: {
createdTasks,
skippedTasks,
memberCount: project.members.length,
},
};
};
try {
await db.read();
} catch (err) {
@@ -176,6 +541,16 @@ const upload = multer({
},
});
const importUpload = multer({
storage: multer.memoryStorage(),
limits: { fileSize: 2 * 1024 * 1024 },
fileFilter: (req, file, cb) => {
const extension = extname(file.originalname || '').toLowerCase();
if (extension === '.csv') return cb(null, true);
return cb(new Error('Only CSV files are supported right now'));
},
});
// ── Notification helper ────────────────────────────────────────────────────
async function notify({ webhookUrl, notifyEmail, subject, text, payload }) {
if (webhookUrl) {
@@ -320,6 +695,40 @@ app.delete('/api/projects/:id', limiter, requireApiKey, async (req, res) => {
res.status(204).end();
});
// CSV import preview/apply
app.post('/api/import/preview', limiter, requireApiKey, (req, res) => {
importUpload.single('file')(req, res, err => {
if (err) return res.status(400).json({ error: err.message });
if (!req.file) return res.status(400).json({ error: 'No file provided' });
try {
const preview = buildCsvImportPreview({
file: req.file,
mode: req.body.mode,
targetProjectId: req.body.targetProjectId,
createMissingMembers: req.body.createMissingMembers,
duplicateStrategy: req.body.duplicateStrategy,
});
return res.json(preview);
} catch (error) {
return res.status(400).json({ error: error?.message || 'Failed to preview import' });
}
});
});
app.post('/api/import/apply', limiter, requireApiKey, async (req, res) => {
try {
const result = applyCsvImportPreview(req.body?.preview);
await db.write();
return res.status(201).json({
project: result.project,
summary: result.summary,
});
} catch (error) {
return res.status(400).json({ error: error?.message || 'Failed to apply import' });
}
});
// Assign member to project
app.post('/api/projects/:projectId/members/:memberId', limiter, requireApiKey, async (req, res) => {
const project = db.data.projects.find(p => p.id === req.params.projectId);
@@ -347,21 +756,19 @@ app.post('/api/projects/:projectId/tasks', limiter, requireApiKey, async (req, r
return res.status(400).json({ error: 'Member not assigned to project' });
}
const task = {
id: randomUUID(),
title: String(title || '').trim() || 'Untitled Task',
description: description || '',
status: req.body.status || 'todo',
priority: req.body.priority || 'medium',
dueDate: req.body.dueDate || '',
startDate: req.body.startDate || '',
assignedTo: assigneeId,
const task = buildTaskRecord({
title,
description,
status: req.body.status,
priority: req.body.priority,
dueDate: req.body.dueDate,
startDate: req.body.startDate,
estimatedHours: req.body.estimatedHours,
actualHours: req.body.actualHours,
recurrence: req.body.recurrence || 'none',
subtasks: Array.isArray(req.body.subtasks) ? req.body.subtasks : [],
attachments: Array.isArray(req.body.attachments) ? req.body.attachments : [],
};
recurrence: req.body.recurrence,
subtasks: req.body.subtasks,
attachments: req.body.attachments,
}, assigneeId);
project.tasks.push(task);
await db.write();