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Support Emails and Phones in Spreadsheet import (#7312)
This is a fast follow on v0.30 release: - removing phone (deprecated PHONE field type) search from command menu. I could have replaced it by a phone (PHONES field type) search but as we are about to release the new search in v0.31 it does not seem to worse the investment - supporting EMAILS and PHONES field types in spreadsheet import Note: while working on Spreadsheet import I found the code quite complex and with areas having duplicated code. It does not seem to be a high priority as I was able to maintain it at a low cost but it's not a peaceful code surface to navigate!
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@ -179,7 +179,6 @@ export const CommandMenu = () => {
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'emails',
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['primaryEmail'],
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),
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{ phone: { ilike: `%${commandMenuSearch}%` } },
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])
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: undefined,
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limit: 3,
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@ -1,8 +1,10 @@
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import {
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FieldAddressValue,
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FieldCurrencyValue,
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FieldEmailsValue,
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FieldFullNameValue,
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FieldLinksValue,
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FieldPhonesValue,
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} from '@/object-record/record-field/types/FieldMetadata';
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import { CompositeFieldLabels } from '@/object-record/spreadsheet-import/types/CompositeFieldLabels';
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import { FieldMetadataType } from '~/generated-metadata/graphql';
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@ -30,6 +32,13 @@ export const COMPOSITE_FIELD_IMPORT_LABELS = {
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primaryLinkUrlLabel: 'Link URL',
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primaryLinkLabelLabel: 'Link Label',
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} satisfies Partial<CompositeFieldLabels<FieldLinksValue>>,
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[FieldMetadataType.Emails]: {
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primaryEmailLabel: 'Email',
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} satisfies Partial<CompositeFieldLabels<FieldEmailsValue>>,
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[FieldMetadataType.Phones]: {
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primaryPhoneCountryCodeLabel: 'Phone country code',
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primaryPhoneNumberLabel: 'Phone number',
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} satisfies Partial<CompositeFieldLabels<FieldPhonesValue>>,
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[FieldMetadataType.Actor]: {
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sourceLabel: 'Source',
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},
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@ -15,6 +15,7 @@ export const useBuildAvailableFieldsForImport = () => {
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) => {
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const availableFieldsForImport: AvailableFieldForImport[] = [];
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// Todo: refactor this to avoid this else if syntax with duplicated code
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for (const fieldMetadataItem of fieldMetadataItems) {
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if (fieldMetadataItem.type === FieldMetadataType.FullName) {
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const { firstNameLabel, lastNameLabel } =
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@ -155,6 +156,42 @@ export const useBuildAvailableFieldsForImport = () => {
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fieldMetadataItem.label,
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),
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});
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} else if (fieldMetadataItem.type === FieldMetadataType.Emails) {
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Object.entries(
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COMPOSITE_FIELD_IMPORT_LABELS[FieldMetadataType.Emails],
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).forEach(([_, fieldLabel]) => {
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availableFieldsForImport.push({
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icon: getIcon(fieldMetadataItem.icon),
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label: `${fieldLabel} (${fieldMetadataItem.label})`,
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key: `${fieldLabel} (${fieldMetadataItem.name})`,
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fieldType: {
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type: 'input',
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},
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fieldValidationDefinitions:
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getSpreadSheetFieldValidationDefinitions(
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fieldMetadataItem.type,
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`${fieldLabel} (${fieldMetadataItem.label})`,
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),
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});
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});
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} else if (fieldMetadataItem.type === FieldMetadataType.Phones) {
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Object.entries(
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COMPOSITE_FIELD_IMPORT_LABELS[FieldMetadataType.Phones],
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).forEach(([_, fieldLabel]) => {
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availableFieldsForImport.push({
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icon: getIcon(fieldMetadataItem.icon),
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label: `${fieldLabel} (${fieldMetadataItem.label})`,
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key: `${fieldLabel} (${fieldMetadataItem.name})`,
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fieldType: {
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type: 'input',
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},
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fieldValidationDefinitions:
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getSpreadSheetFieldValidationDefinitions(
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fieldMetadataItem.type,
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`${fieldLabel} (${fieldMetadataItem.label})`,
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),
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});
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});
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} else {
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availableFieldsForImport.push({
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icon: getIcon(fieldMetadataItem.icon),
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@ -1,7 +1,9 @@
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import { FieldMetadataItem } from '@/object-metadata/types/FieldMetadataItem';
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import {
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FieldAddressValue,
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FieldEmailsValue,
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FieldLinksValue,
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FieldPhonesValue,
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} from '@/object-record/record-field/types/FieldMetadata';
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import { COMPOSITE_FIELD_IMPORT_LABELS } from '@/object-record/spreadsheet-import/constants/CompositeFieldImportLabels';
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import { ImportedStructuredRow } from '@/spreadsheet-import/types';
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@ -31,6 +33,8 @@ export const buildRecordFromImportedStructuredRow = (
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CURRENCY: { amountMicrosLabel, currencyCodeLabel },
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FULL_NAME: { firstNameLabel, lastNameLabel },
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LINKS: { primaryLinkLabelLabel, primaryLinkUrlLabel },
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EMAILS: { primaryEmailLabel },
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PHONES: { primaryPhoneNumberLabel, primaryPhoneCountryCodeLabel },
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} = COMPOSITE_FIELD_IMPORT_LABELS;
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for (const field of fields) {
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@ -129,14 +133,48 @@ export const buildRecordFromImportedStructuredRow = (
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}
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break;
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}
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case FieldMetadataType.Link:
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if (importedFieldValue !== undefined) {
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case FieldMetadataType.Phones: {
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if (
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isDefined(
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importedStructuredRow[
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`${primaryPhoneCountryCodeLabel} (${field.name})`
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] ||
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importedStructuredRow[
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`${primaryPhoneNumberLabel} (${field.name})`
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],
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)
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) {
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recordToBuild[field.name] = {
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label: field.name,
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url: importedFieldValue || null,
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};
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primaryPhoneCountryCode: castToString(
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importedStructuredRow[
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`${primaryPhoneCountryCodeLabel} (${field.name})`
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],
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),
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primaryPhoneNumber: castToString(
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importedStructuredRow[
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`${primaryPhoneNumberLabel} (${field.name})`
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],
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),
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additionalPhones: null,
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} satisfies FieldPhonesValue;
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}
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break;
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}
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case FieldMetadataType.Emails: {
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if (
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isDefined(
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importedStructuredRow[`${primaryEmailLabel} (${field.name})`],
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)
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) {
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recordToBuild[field.name] = {
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primaryEmail: castToString(
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importedStructuredRow[`${primaryEmailLabel} (${field.name})`],
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),
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additionalEmails: null,
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} satisfies FieldEmailsValue;
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}
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break;
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}
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case FieldMetadataType.Relation:
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if (
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isDefined(importedFieldValue) &&
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@ -50,6 +50,8 @@ export const sanitizeRecordInput = ({
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return undefined;
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}
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// Todo: we should check that the fieldValue is a valid value
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// (e.g. a string for a string field, following the right composite structure for composite fields)
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return [fieldName, fieldValue];
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})
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.filter(isDefined),
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