Wednesday, May 1, 2024

Upload data from Excel in D365FO X++

 Action Menu Item: SAN_UploadExcelData

Object type: Class

Object: <Controller class name>

Label: <>


Class:

Controller class

class SAN_UploadExcelDataController extends SysOperationServiceController

{

    /// <summary>

    /// Sets the class caption.

    /// </summary>

    public ClassDescription caption()

    {

        return "Upload excel data";

    }


    /// <summary>

    /// Provides entry point for the instance of <c>SAN_UploadExcelDataController</c>.

    /// </summary>

    /// <param name = "_args">

    /// The arguments passed to the class <c>SAN_UploadExcelDataController</c>.

    /// </param>

    public static void main(Args _args)

    {

        SAN_UploadExcelDataController controller;


        controller = SAN_UploadExcelDataController::construct();

        controller.showBatchTab(false);

        controller.parmArgs(_args);

        controller.startOperation();

    }


    /// <summary>

    /// Initializes new instance of <c>SAN_UploadExcelDataController</c>.

    /// </summary>

    /// <returns>

    /// Return object of <c>SAN_UploadExcelDataController</c>.

    /// </returns>

    public static SAN_UploadExcelDataController construct()

    {

        SAN_UploadExcelDataController   controller;

        

        controller = new SAN_UploadExcelDataController(classStr(SAN_UploadExcelDataService),

                                                        methodStr(SAN_UploadExcelDataService, Run),

                                                        SysOperationExecutionMode::Synchronous);


        return controller;

    }


}



Contract class:

[DataContractAttribute,

SysOperationContractProcessingAttribute(classStr(SAN_UploadExcelDataUIBuilder))]

public class SAN_UploadExcelDataContract extends SysOperationDataContractBase implements SysOperationValidatable

{

    Str1260                     layout;

    NoYes                       hasColumnNames;

    FileName                    fileName;

    private System.IO.Stream    inputDataStream;


    public boolean validate()

    {

        boolean isValid = true;

        return isValid;

    }


    /// <summary>

    /// Gets or sets the value of the data contract parameter hasColumnNames.

    /// </summary>

    /// <param name="_hasColumnNames">

    /// The new value of the data contract parameter hasColumnNames.

    /// </param>

    /// <returns>

    /// Returns the current value of data contract parameter hasColumnNames.

    /// </returns>

    [DataMemberAttribute,

        SysOperationLabelAttribute("File has column name in first row") ]

    public NoYes parmHasColumnNames(NoYes _hasColumnNames = hasColumnNames)

    {

        hasColumnNames = _hasColumnNames;

        return hasColumnNames;

    }


    /// <summary>

    /// Gets or sets the value of the data contract parameter fileName.

    /// </summary>

    /// <param name="_fileName">

    /// The new value of the data contract parameter fileName.

    /// </param>

    /// <returns>

    /// Returns the current value of data contract parameter fileName.

    /// </returns>

    public Filename parmFileName(FileName _fileName = fileName)

    {

        fileName = _fileName;

        return fileName;

    }


    /// <summary>

    /// Gets or sets the value of inputDataStream.

    /// </summary>

    /// <param name="_value">

    /// The new value of the parameter inputDataStream.

    /// </param>

    /// <returns>

    /// Returns the current value of data contract parameter inputDataStream.

    /// </returns>

    [Hookable(false)]

    public System.IO.Stream parmInputDataStream(System.IO.Stream _value = inputDataStream)

    {

        inputDataStream = _value;

        return inputDataStream;

    }


    /// <summary>

    /// Gets or sets the value of the data contract parameter fileLayout.

    /// </summary>

    /// <param name="_layout">

    /// The new value of the data contract parameter fileLayout.

    /// </param>

    /// <returns>

    /// Returns the current value of data contract parameter fileLayout.

    /// </returns>

    [DataMemberAttribute,

        SysOperationLabelAttribute("File layout") ]

    public Str1260 parmLayout(Str1260 _layout = layout)

    {

        layout =  '';

        layout += strfmt("%1 | %2 - %3\n", '1', 'A', "@SYS12128");  //Invoice

        layout += strfmt("%1 | %2 - %3\n", '2', 'B', "Number");  //Item number

        layout += strfmt("%1 | %2 - %3\n", '3', 'C', "Date");//Date

        layout += strfmt("%1 | %2 - %3\n", '4', 'D', "Status");  //Status ENUM

        layout += strfmt("%1 | %2 - %3\n", '5', 'E', "@SYS14578");    //Quantity

        

        return layout;

    }


}



UI builder class:


class SAN_UploadExcelDataUIBuilder extends SysOperationAutomaticUIBuilder

{


    #define.commandButton('CommandButton')

    #define.fileUpload('FileUpload')

    #define.fileTypesAccepted('.xlsx,.xls')

    

    SAN_UploadExcelDataContract   contract;


    /// <summary>

    /// Adds a button to the dialog to import a file.

    /// </summary>

    [Hookable(false)]

    public void build()

    {

        DialogGroup             dialogGroup;

        DialogTabPage           dialogTabPage;

        Dialog                  dlg;

        FormBuildControl        formBuildControl;

        FileUploadBuild         dialogFileUpload;

        DialogField             dialogLayout;

        FormBuildTabPageControl parametersTabPage;

        FormBuildTabPageControl layoutTabPage;


        dlg = this.dialog();


        contract = this.dataContractObject() as SAN_UploadExcelDataContract;


        dialogTabPage = dlg.addTabPage("@SYS7764");

        dialogTabPage.columns(2);

        parametersTabPage = dlg.formBuildDesign().control(dialogTabPage.name());

        parametersTabPage.fastTabExpanded(FastTabExpanded::Yes);

        dialogGroup = dlg.addGroup('Upload file');

        formBuildControl = dlg.formBuildDesign().control(dialogGroup.name());

        dialogFileUpload = formBuildControl.addControlEx(classstr(FileUpload), #fileUpload);

        dialogFileUpload.style(FileUploadStyle::MinimalWithFilename);

        dialogFileUpload.baseFileUploadStrategyClassName(classstr(FileUploadTemporaryStorageStrategy));

        dialogFileUpload.fileTypesAccepted(#fileTypesAccepted);

        dialogFileUpload.fileNameLabel("@SYS308842");

       

        dlg.addGroup("@SYS339526");

        this.addDialogField(methodStr(SAN_UploadExcelDataContract, parmHasColumnNames), contract);

 

        dialogTabPage = dlg.addTabPage("@Polaris:FileLayout");

        layoutTabPage = dlg.formBuildDesign().control(dialogTabPage.name());

        layoutTabPage.fastTabExpanded(FastTabExpanded::Yes);

        dialogLayout = this.addDialogField(methodStr(SAN_UploadExcelDataContract, parmLayout), contract);

        dialogLayout.showLabel(false);

        dialogLayout.enabled(false);

        dialogLayout.widthMode(1);

        dialogLayout.displayHeight(15);

    }


    /// <summary>

    /// Handles dialog closing events.

    /// </summary>

    /// <param name = "sender">

    /// xFormRun class.

    /// </param>

    /// <param name = "e">

    /// FormEventArgs class.

    /// </param>

    [SuppressBPWarningAttribute('BPParametersNotUsed', 'This event parameter is not used')]

    private void dialogClosing(xFormRun sender, FormEventArgs e)

    {

        FormEventArgs formEventArgs;


        formEventArgs = e;


        this.dialogEventsUnsubscribe(sender as FormRun);

    }


    /// <summary>

    /// Handles dialog events.

    /// </summary>

    /// <param name = "_formRun">

    /// FormRun class type.

    /// </param>

    private void dialogEventsSubscribe(FormRun _formRun)

    {

        FileUpload fileUpload = _formRun.control(_formRun.controlId(#fileUpload));

        fileUpload.notifyUploadCompleted += eventhandler(this.uploadCompleted);

        fileUpload.notifyUploadAttemptStarted += eventhandler(this.uploadStarted);

        _formRun.onClosing += eventhandler(this.dialogClosing);

    }


    /// <summary>

    /// Handles dialog event.

    /// </summary>

    /// <param name = "_formRun">

    /// FormRun class type.

    /// </param>

    private void dialogEventsUnsubscribe(FormRun _formRun)

    {

        FileUpload fileUpload = _formRun.control(_formRun.controlId(#fileUpload));

        fileUpload.notifyUploadCompleted -= eventhandler(this.uploadCompleted);

        fileUpload.notifyUploadAttemptStarted -= eventhandler(this.uploadStarted);

        _formRun.onClosing -= eventhandler(this.dialogClosing);

    }


    /// <summary>

    /// Handles dialog event post run.

    /// </summary>

    [Hookable(false)]

    public void postRun()

    {

        super();

        FormRun formRun = this.dialog().dialogForm().formRun();

        this.dialogEventsSubscribe(formRun);

        this.setDialogOkButtonEnabled(formRun, false);

    }


    /// <summary>

    /// Enables or disables the dialog Ok button.

    /// </summary>

    /// <param name = "_formRun">

    /// The <c>FormRun</c> object.

    /// </param>

    /// <param name = "_isEnabled">

    /// Indicates to enable or disable the Ok button.

    /// </param>

    protected void setDialogOkButtonEnabled(FormRun _formRun, boolean _isEnabled)

    {

        FormControl okButtonControl = _formRun.control(_formRun.controlId(#commandButton));

        if (okButtonControl)

        {

            okButtonControl.enabled(_isEnabled);

        }

    }


    /// <summary>

    /// After the file has been uploaded, the Ok button is enabled.

    /// </summary>

    protected void uploadCompleted()

    {

        contract = this.dataContractObject() as SAN_UploadExcelDataContract;

        var formRun = this.dialog().dialogForm().formRun();

        FileUpload fileUpload = formRun.control(formRun.controlId(#fileUpload));


        contract.parmFileName(fileUpload.fileName());

        using (System.IO.Stream stream = fileUpload.getUploadedFile(true))

        {

            if (stream)

            {

                System.IO.MemoryStream copiedStream = new System.IO.MemoryStream();

                stream.CopyTo(copiedStream);

                

                contract.parmInputDataStream(copiedStream);

            }

        }


        this.setDialogOkButtonEnabled(formRun, contract.parmInputDataStream() != null);

    }


    /// <summary>

    /// During file upload, the Ok button is disabled.

    /// </summary>

    private void uploadStarted()

    {

        var formRun = this.dialog().dialogForm().formRun();

        this.setDialogOkButtonEnabled(formRun, false);

    }


}



Service class:

class SAN_UploadExcelDataService extends SysOperationServiceBase

{

    OfficeOpenXml.ExcelRange        cells;

    System.IO.Stream                stream;

    NoYes                           hasColumnNames;

    boolean                         validated = false;

    container                       rowData;

    int                             rowCounter;

    int                             rowsWithError;

    boolean                         error = false;

    int                             totalRows;

    int                             rowStarter;

    int                             lineNumber;

    InventSiteId                    lineInventSiteId;

    FileName                        fileNameWithExt;

    FileName                        fileName;

    TextStreamIo                    streamIO;

    boolean                         exceptionOccurred;

    str                             lineNumberText;

    boolean                         emptyRow;

    TransDate                       today = DateTimeUtil::getToday(DateTimeUtil::getUserPreferredTimeZone());

    container                       orderUnique;

    str                             invoiceId, itemId, number;

    PurchStatus                     statusValue;

    TransDate                       dateValue;

    Qty                             quantity;

    PurchStatus                     purchStatus;


    #file

    #define.totalCells(5) // TODO need to be changed as per layout column nos


    /// <summary>

    /// Creates and initializes the file object.

    /// </summary>

    public void initFile()

    {

        #define.validationFileSuffix('-data-validation-errors.txt')

        InteropPermission perm = new InteropPermission(InteropKind::ClrInterop);

        

        perm.assert();

        streamIO = TextStreamIO::constructForWrite(#utf8format);

        streamIO.outRecordDelimiter(#delimiterCRLF);


        fileName += #validationFileSuffix;

    }


    /// <summary>

    /// The excel file objects are initialized here.

    /// </summary>

    public void initFileRead()

    {

        OfficeOpenXml.ExcelWorksheet worksheet;

        OfficeOpenXml.ExcelPackage   package;

        int                          totalCells;

        rowStarter = hasColumnNames ? 2 : 1;

        

        try

        {

            package = new OfficeOpenXml.ExcelPackage(stream);

            worksheet       = package.get_Workbook().get_Worksheets().get_Item(1);

            cells           = worksheet.Cells;

            totalRows       = worksheet.Dimension.End.Row;

            totalCells      = worksheet.Dimension.End.Column;


            if (totalCells != #totalCells)

            {

                error = true;

                error(strFmt("File should contain %1 columns but contains %2 columns.", #totalCells, totalCells));

            }

        }

        catch

        {

            error = true;

            error("@SYS79574" + ' ' + "@SYS25338"+'  '+"An unexpected error occured while importing order data from excel file");

        }

    }


    /// <summary>

    /// Called after data has been processed and file has been generated. Closes the file created.

    /// </summary>

    public void downloadFile()

    {

        if (streamIo != null)

        {

            File::SendFileToUser(streamIo.getStream(), fileName);

        }

        CodeAccessPermission::revertAssert();

    }


    /// <summary>

    /// Display upload summary after operation is executed.

    /// </summary>

    public void displaySummary()

    {

        if (error)

        {

            if (!streamIO)

            {

                return;

            }

            this.downloadFile();


            setPrefix("Data validation summary");

            info(strFmt("File name: %1",fileNamewithExt));

            info(strFmt("Number of lines in the file: %1", totalRows));

            info(strFmt("Number of valid lines: %1", totalRows-rowsWithError));

            info(strfmt("Number of lines with errors: %1",rowsWithError));

            error("Import data from Excel stopped because of the data validation errors in the Excel file.");

            error("Fix the data validation errors and then upload the Excel file to run the data validation again.");

            error("Data validation error file has automatically downloaded to your machine. Please save the file and review the errors to make the appropriate corrections and then upload the updated file.");

            error(fileName);

        }

        else

        {

            setPrefix("Import data summary");

            info(strFmt("File name: %1", fileNameWithExt));

            info(strfmt("Number of lines in the file: %1t", totalRows));

        }

    }




    /// <summary>

    /// Process purchase order creation after file is validated.

    /// </summary>

    public void importFile()

    {

        if (error)

        {

            return;

        }


        try

        {

            orderUnique = conNull();

            ttsbegin;

            for (rowCounter = rowStarter; rowCounter<= totalRows; rowCounter++)

            {

                this.setRowData();

                this.uploadData();

            }


            ttscommit;

        }

        catch

        {

            error = true;

            error("An unexpected error occured while importing order data from excel file");

            this.displaySummary();

        }

    }


    public void uploadData()

    {

        //TODO

        //Logic to be written on Table

    }


    /// <summary>

    /// Process the purchase order import functionality.

    /// </summary>

    /// <param name = "_contract">

    /// Contract class.

    /// </param>

    public void run(SAN_UploadExcelDataContract    _contract)

    {

        SAN_UploadExcelDataContract   contract;

        int                                     position;


        try

        { 

            contract          = _contract;


            stream              = contract.parmInputDataStream();

            hasColumnNames      = contract.parmHasColumnNames();

            fileNameWithExt     = contract.parmFileName();

              

            position = strFind(fileNameWithExt, '.', 0, strlen(fileNameWithExt));

            FileName = strDel(fileNameWithExt, position, strlen(fileNameWithExt));

            FileName = strReplace(FileName, ' ', '-');

        

            this.initFileRead();

            this.validateFile();

            this.importFile();

            this.displaySummary();

        }

        catch

        {

            error("An unexpected error occured while importing order data from excel file");

        }

    }


    private void resetValues()

    {

        rowData             = conNull();

        exceptionOccurred   = false;

        emptyRow            = true;


        invoiceId = '';

        itemId = '';

        statusValue = PurchStatus::Backorder;

        dateValue = dateNull();

        quantity = 0;

    }


    /// <summary>

    /// Set values by reading excel row data.

    /// </summary>

    public void setRowData()

    {

        boolean             ret = true;

        NoYes               noYes;

        

        try

        {

            int     i;

            

            this.resetValues();


            lineNumberText = strFmt("Line number %1 >>", rowCounter);


            for (i = 1; i <= #totalCells; i++)

            {

                rowData = conIns(rowData, i, cells.get_Item(rowCounter, i).Value);

                

                if (emptyRow && conPeek(rowData, i))

                {

                    emptyRow = false;

                }

            }

            if (emptyRow)

            {

                ret = this.writeToLogFile(strFmt(lineNumberText + "The row contains no data."));

                return;

            }


            if (typeOf(conPeek(rowData, 1)) == Types::String ||

                typeOf(conPeek(rowData, 1)) == Types::Real)     //InvoiceId

            {

                invoiceId = strLRTrim(conPeek(rowData, 1).ToString());

            }

            else if (conPeek(rowData, 1) != null)

            {

                ret = this.writeToLogFile(strFmt(lineNumberText + "InvalidDataTypeString: %1 must be a string but the value does not meet the expected format.", "Invoice number"));

            }


            if (typeOf(conPeek(rowData, 2)) == Types::String ||

                typeOf(conPeek(rowData, 2)) == Types::Real)      //Item number

            {

                itemId = strLRTrim(conPeek(rowData, 2).ToString());

            }

            else if (conPeek(rowData, 2) != null)

            {

                ret = this.writeToLogFile(strFmt(lineNumberText + "InvalidDataTypeString: %1 must be a string but the value does not meet the expected format.", "Item number"));

            }


            if (typeOf(conPeek(rowData, 3)) == Types::Date ||

                typeOf(conPeek(rowData, 3)) == Types::Class)  //Date

            {

                dateValue = conPeek(rowData, 3);

            }

            else if (typeOf(conPeek(rowData, 3)) == Types::String)

            {

                dateValue = str2Date(conPeek(rowData, 3), -1);


                if (!dateValue)

                {

                    ret = this.writeToLogFile(strFmt(lineNumberText + "InvalidDataTypeDate: %1 must be a date but the value does not meet the expected format. Sample date format is %2.", "Pedimento date", DateTimeUtil::getToday(DateTimeUtil::getUserPreferredTimeZone())));

                }

            }


            if (typeOf(conPeek(rowData, 4)) == Types::String ||

                typeOf(conPeek(rowData, 4)) == Types::Real)      // Status

            {

                statusValue = str2Enum(purchStatus, strLRTrim(conPeek(rowData, 4).ToString()));

            }

            else if (conPeek(rowData, 4) != null)

            {

                ret = this.writeToLogFile(strFmt(lineNumberText + "InvalidDataTypeString: %1 must be a string but the value does not meet the expected format.", "Status"));

            }


            if (typeOf(conPeek(rowData, 5)) == Types::Integer ||

                typeOf(conPeek(rowData, 5)) == Types::Real)     //Quantity

            {

                quantity = conPeek(rowData, 5);

            }

            else if (conPeek(rowData, 5) != null)

            {

                ret = this.writeToLogFile(strFmt(lineNumberText + "InvalidDataTypeNumber: %1 must be a number but the value does not meet the expected format.", "Quantity"));

            }


            

            //error = !ret;

        }

        catch

        {

            error = true;

            ret = this.writeToLogFile(strFmt(lineNumberText+"@Polaris:ImportSalesOrderIllegalValue"));

        }


    }


    /// <summary>

    /// Validates Purchase order import file by looping through rows.

    /// </summary>

    /// <returns>

    /// Returns true or false based on validation.

    /// </returns>

    public boolean validateFile()

    {

        if (error)

        {

            return error;

        }


        orderUnique = conNull();


        for (rowCounter = rowStarter; rowCounter<= totalRows; rowCounter++)

        {

            this.setRowData();

            if(!this.validateRowData())

            {

                error = true;

                rowsWithError++;

            }

        }

        return error;

    }


    /// <summary>

    /// Validates purchase order line from excel

    /// </summary>

    /// <returns>

    /// Returns true or false based on validation.

    /// </returns>

    boolean validateRowData()

    {

        boolean   ret;

        

        ret = true;


        if (emptyRow)

        {

            return false;

        }


        return ret;

    }


    private boolean writeToLogFile(FreeTxt _errorTxt)

    {

        if(!streamIO)

        {

            this.initFile();

        }

            

        streamIO.write(_errorTxt);


        return false;

    }


}


Copy Markup charges while posting purchase invoice using X++

 Copy Markup charges while posting purchase invoice using X++ Class: Important: Code logic is just for Reference.  New class => Duplicate...