brightfunds: Add importer for new CSV format.
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3 changed files with 86 additions and 27 deletions
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@ -1,40 +1,68 @@
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import collections
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from . import _csv
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from . import _xls
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from .. import strparse
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class DonorReportImporter(_xls.XLSImporterBase):
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BOOK_KWARGS = {'encoding_override': 'utf-8'}
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class _BrightFundsMixin:
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DATE_FMT = '%m/%d/%y'
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ENTRY_SEED = {'currency': 'USD'}
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NEEDED_FIELDS = frozenset(['Created', 'Amount'])
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COPIED_FIELDS = {
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NAME_KEYS = ['company_name', 'donor_name', 'on_behalf_of']
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DATE_FIELD = 'Date'
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DONOR_FIELD = 'Name'
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EMAIL_FIELD = 'Email'
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TYPE_FIELD = 'Donation Type'
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def __init_subclass__(cls):
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cls.FIELDS_TO_COPY = {
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'Company Name': 'company_name',
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'Donor Name': 'donor_name',
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'Donor Email': 'donor_email',
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'On Behalf Of': 'on_behalf_of',
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'Designation': 'designation',
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'Fund': 'fund',
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'Type': 'type',
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cls.DONOR_FIELD: 'donor_name',
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cls.EMAIL_FIELD: 'donor_email',
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cls.TYPE_FIELD: 'type',
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}
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cls.NEEDED_FIELDS = frozenset(['Amount', cls.DATE_FIELD, *cls.FIELDS_TO_COPY])
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def _cell_is_blank(self, value):
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return value == '-' or not value
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def _get_value(self, value):
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return '' if (value == '-' or not value) else value
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def _read_row(self, row):
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if any(self._cell_is_blank(row[key]) for key in self.NEEDED_FIELDS):
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if not (row['Amount'] and row[self.DATE_FIELD]):
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return None
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names = [row[key] for key in ['Company Name', 'Donor Name', 'On Behalf Of']
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if not self._cell_is_blank(row[key])]
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entry_data = {
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entry_key: self._get_value(row[row_key])
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for row_key, entry_key in self.FIELDS_TO_COPY.items()
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}
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print(entry_data, row['Amount'])
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names = []
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for key in self.NAME_KEYS:
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name = entry_data[key].strip()
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entry_data[key] = name
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if name:
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names.append(name)
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try:
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corporation, payee, *_ = names
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except ValueError:
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corporation = names[0]
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payee = corporation
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entry_data = {
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'amount': '{:.2f}'.format(row['Amount']),
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'corporation': corporation,
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'date': strparse.date(row['Created'], '%m/%d/%Y'),
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'payee': payee,
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}
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entry_data.update((entry_key, '')
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for row_key, entry_key in self.COPIED_FIELDS.items()
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if self._cell_is_blank(row[row_key]))
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entry_data['amount'] = str(row['Amount'])
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entry_data['corporation'] = corporation
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entry_data['date'] = strparse.date(row[self.DATE_FIELD], self.DATE_FMT)
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entry_data['payee'] = payee
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return entry_data
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class DonorReportImporter(_BrightFundsMixin, _csv.CSVImporterBase):
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pass
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class DonorReportXLSImporter(_BrightFundsMixin, _xls.XLSImporterBase):
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BOOK_KWARGS = {'encoding_override': 'utf-8'}
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DATE_FMT = '%m/%d/%Y'
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DATE_FIELD = 'Created'
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DONOR_FIELD = 'Donor Name'
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EMAIL_FIELD = 'Donor Email'
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TYPE_FIELD = 'Type'
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3
tests/data/BrightFunds.csv
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3
tests/data/BrightFunds.csv
Normal file
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Date,Disbursement ID,Name,Fund,Amount,Designation,On Behalf Of,Email,Company Name,Donation Type
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10/01/20,123456,Company ,,15,,Employed Person,,Company,MatchingTransaction
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09/24/20,123456,Employed Person ,,15,,-,person@example.com,Company,CreditCardTransaction
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@ -686,7 +686,7 @@
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ledger template: benevity donations ledger entry
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- source: BrightFunds.xls
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importer: brightfunds.DonorReportImporter
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importer: brightfunds.DonorReportXLSImporter
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expect:
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- date: !!python/object/apply:datetime.date [2017, 10, 20]
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currency: USD
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on_behalf_of: Dakota Smith
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type: Matched Donation
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- source: BrightFunds.csv
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importer: brightfunds.DonorReportImporter
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expect:
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- date: !!python/object/apply:datetime.date [2020, 10, 01]
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currency: USD
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amount: !!python/object/apply:decimal.Decimal [15]
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payee: Company
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corporation: Company
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company_name: Company
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designation: ""
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donor_name: Company
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donor_email: ""
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fund: ""
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on_behalf_of: Employed Person
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type: MatchingTransaction
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- date: !!python/object/apply:datetime.date [2020, 9, 24]
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currency: USD
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amount: !!python/object/apply:decimal.Decimal [15]
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payee: Employed Person
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corporation: Company
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company_name: Company
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designation: ""
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donor_name: Employed Person
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donor_email: person@example.com
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fund: ""
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on_behalf_of: ""
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type: CreditCardTransaction
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- source: OReillyRoyalties.csv
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importer: oreilly.RoyaltiesImporter
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expect:
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