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Import Project Activity Breakdown (Hierarchy)

I hope this is one of many import blog posts. No promises but I may look at the same written using the Data Import Export Framework to show a comparison.

To continue with the subject…

I wrote a job to import project work breakdown structure tree. The csv file is in this format.

Excel2013-06-11_2053

Final outcome is like so.

Breakdown2013-06-11_2053

The job code is below:
static void ImportActvities(Args _args)
{
    AsciiIO             asciiIO;
    Filename            filename;
    NoYesId             skipFirstLine;
    Container           line;
    Dialog              dialog;
    DialogField         dialogFileName, dialogSkipFirstLine;

    int                 numProcessedRecords=0;

    smmActivities       smmActivities;
    ProjTable           projTable;
    ProjActivity        projActivity;
    Hierarchy           hierarchy;
    HierarchyLinkTable  hierarchyLinkTable;
    HierarchyTreeTable  rootHierarchyTreeTable, parentHierarchyTreeTable;
    
    ProjId              projId;
    smmActivityNumber   activityNumber, parentActivityNumber;
    str                 name;
    str                 parentElementNumber;
    ;

    dialog                  = new Dialog("Import file");
    dialogFileName          = dialog.addField(extendedTypeStr(Filenameopen), "File name");
    dialogSkipFirstLine     = dialog.addField(extendedTypeStr(NoYesId), "Skip first line");

    dialog.run();

    if (dialog.run())
    {
        filename      = dialogFileName.value();
        skipFirstLine = dialogSkipFirstLine.value();
    }

    asciiIO = new AsciiIO(filename, 'R');

    if (!asciiIO || asciiIO.status() != IO_Status::Ok)
    {
        throw error (strfmt("@SYS19312",filename));
    }


    asciiIO.inRecordDelimiter('\r\n');
    asciiIO.inFieldDelimiter(',');

    if (skipFirstLine)
        line = asciiIO.read();

    ttsBegin;
    while (asciiIO.status() == IO_status::Ok)
    {
        line = asciiIO.read();

        if (line)
        {
            projId                  = conpeek(line,1);
            activityNumber          = conpeek(line,2);
            parentActivityNumber    = conpeek(line,3);
            name                    = conpeek(line,4);
        }

        projtable = Projtable::find(projId);
        if (!projTable)
        {
            throw error(strFmt("Project %1 cannot be found", projId));
        }
        
        if (!activityNumber)
        {
            throw error(strFmt("Activity %1 cannot be found", activityNumber));
        }

        // if activityNumber is blank or activity can't be found then insert it
        if (!smmActivities::find(activityNumber) && projTable)
        {
            //create root
            hierarchyLinkTable = HierarchyLinkTable::findRefTableRecId(tableNum(ProjTable), projTable.RecId, true);

            if (!hierarchyLinkTable)
            {
                //create Hierarchy record
                hierarchy.clear();
                hierarchy.initValue();
                hierarchy.Name          = projTable.Name;
                hierarchy.Description   = projTable.Name;
                hierarchy.HierarchyType = HierarchyType::Project;
                //use the number sequence or the project id as the hierarchyId. I prefer to use the Project id.
                //hierarchy.HierarchyId = NumberSeq::newGetNum(CompanyInfo::numRefHierarchyId()).num(); 
                hierarchy.HierarchyId   = projTable.ProjId;
                hierarchy.IsActive      = NoYes::Yes;
                hierarchy.insert();

                //create HierarchyTreeTable root record
                rootHierarchyTreeTable = HierarchyTreeTable::insertRoot(hierarchy.HierarchyId, projTable.ProjId);

                HierarchyLinkTable::insertHierarchyLink(hierarchy.HierarchyId, tableNum(ProjTable), projTable.RecId);
            }
            else
            {
                if (hierarchyLinkTable)
                {
                    hierarchy = Hierarchy::find(hierarchyLinkTable.HierarchyId, true);

                    select firstonly rootHierarchyTreeTable
                        where   rootHierarchyTreeTable.HierarchyId == hierarchyLinkTable.HierarchyId &&
                                rootHierarchyTreeTable.ParentElementNumber == '';
                }
            }
    
            parentElementNumber = '';                
            //parentActivityNumber is specified then find the node as the parent
            if (parentActivityNumber)                
            {                
                parentHierarchyTreeTable = HierarchyTreeTable::findActivityNode(tableNum(ProjTable), projTable.RecId, parentActivityNumber);
                if (parentHierarchyTreeTable)
                {
                    parentElementNumber = parentHierarchyTreeTable.ElementNumber;
                }
            }
            
            if (!parentElementNumber) //if parentElementNumber is blank, then use root node
            {
                parentElementNumber = rootHierarchyTreeTable.ElementNumber;
            }

            //create hierarchy tree node or activity
            //if activityNumber is specified then create smmActivities. Otherwise, create a node without an activity
            if (activityNumber) 
            {
                // create smmActivities record
                smmActivities.clear();
                smmActivities.initValue();
                smmActivities.ActivityNumber   = activityNumber;
                smmActivities.Purpose          = name;
                smmActivities.Category         = smmActivityCategory::Task;
                smmActivities.initFromProjTable(projTable);
                smmActivities.insertParentLink(smmActivityParentType::Project, projTable.RecId, true);
                smmActivities.insert();

                // create ProjActivity record
                if (!ProjActivity::exist(smmActivities.ActivityNumber))
                {
                    projActivity.clear();
                    projActivity.initFromSmmActivities(smmActivities);
                    projActivity.insert();
                }
                HierarchyTreeTable::insertActivity(hierarchy.HierarchyId,parentElementNumber,smmActivities);
            }
            else
            {
                HierarchyTreeTable::insertNode(hierarchy.HierarchyId,parentElementNumber,name);
            }

            numProcessedRecords++;
            info(strFmt("%1, %2 Record Processed", smmActivities.ActivityNumber,smmActivities.Purpose));
        }
    }
    ttscommit;

    info(strFmt("Imported: %1", numProcessedRecords));
}



Import dialog like so will appear.


Import2013-06-11_2100

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