3cb15239dd
Rework the seed catalog from the cleaned live DB: dedupe Dell vendor/model rows, strip vendor names out of model numbers, add missing models, assign model types across printer and equipment lines, add a Controller type, and split a mashup HP LaserJet row into six real models. Now 44 vendors, 172 models, 173 modelsupplies. Also document that assets.csv needs its subtype file to appear in typed list views, and ignore devnotes/ scratch.
92 lines
4.4 KiB
Markdown
92 lines
4.4 KiB
Markdown
# ShopDB CSV Import Guide
|
|
|
|
Short version: one CSV per table, a header row of exact column names, one record
|
|
per row. The importer matches on natural keys, so re-importing updates instead of
|
|
duplicating.
|
|
|
|
## IMPORTANT: assets.csv alone will NOT show up in the lists
|
|
|
|
An `assets.csv` row only creates the base asset record. A computer, machine, or
|
|
measuring tool does NOT appear in its list view (PCs, Machines, Measuring Tools)
|
|
until its matching subtype row is also imported:
|
|
|
|
- A computer asset needs a row in `computers.csv` (`assetid` = the asset's
|
|
`assetnumber`) before it shows under PCs.
|
|
- A machine asset needs a row in `machines.csv` before it shows under Machines.
|
|
- A measuring-tool asset is managed by the Measuring Tools plugin, not the native
|
|
subtype importer, so it will exist as an asset but will not appear in the
|
|
Measuring Tools list from `assets.csv` alone.
|
|
|
|
So always import the subtype file (`computers.csv` / `machines.csv`) right after
|
|
`assets.csv`. Importing only `assets.csv` leaves the records invisible in the
|
|
typed lists even though they are in the database. (The Azure and Thor imports do
|
|
both steps automatically, which is why Azure/Thor PCs appear immediately.)
|
|
|
|
## Rules for hand-built native CSVs
|
|
|
|
1. First row is the header. Use the exact column names below, lowercase, no spaces.
|
|
2. Include every REQUIRED column. Other columns are optional; drop the ones you
|
|
do not use.
|
|
3. Foreign keys are entered by NAME, not id. Put the human name and the importer
|
|
resolves it: `assettypeid=machine`, `statusid=In Use`, `locationid=A1`,
|
|
`vendorid=Haas Automation`. The referenced record must already exist (import
|
|
lookup tables first, see order below).
|
|
4. Booleans (`isactive`, etc.) are `1`/`0` or `true`/`false`. Leave blank for the
|
|
default.
|
|
5. Dates are `YYYY-MM-DD`. Leave blank if unknown.
|
|
6. Leave a cell blank to skip it. Do not type `NULL` or `N/A`.
|
|
7. Save as UTF-8 CSV, comma-separated. ASCII only (no smart quotes, no em-dashes).
|
|
|
|
## Import order (dependencies first)
|
|
|
|
assetstatuses, assettypes, locationtypes, modeltypes, computertypes,
|
|
machinetypes, businessunits, locations, vendors, models, operatingsystems, assets,
|
|
computers, machines.
|
|
|
|
An asset row must exist before its `computers`/`machines` subtype row: the subtype
|
|
links back with `assetid` (the asset's `assetnumber`). Import the subtype file in
|
|
the same session so the item appears in its list (see the IMPORTANT note above).
|
|
|
|
## Columns (REQUIRED in bold)
|
|
|
|
- assetstatuses: **status**, description, color, isactive
|
|
- locationtypes: **locationtype**, description, color, isactive
|
|
- modeltypes: **modeltype**, category, description, icon, isactive
|
|
- computertypes: **computertype**, description, icon, color, isactive
|
|
- machinetypes: **machinetype**, description, icon, color, isactive
|
|
- businessunits: **businessunit**, code, description, parentid, isactive
|
|
- locations: **locationname**, building, floor, room, description, locationtypeid,
|
|
parentlocationid, isactive
|
|
- vendors: **vendor**, description, website, supportphone, supportemail, notes,
|
|
isactive
|
|
- models: **modelnumber**, modeltypeid, vendorid, description, notes, isactive
|
|
- operatingsystems: **osname**, osversion, architecture, endoflife, isactive
|
|
- assets: **assetnumber**, **assettypeid**, name, serialnumber, gaugelabreference,
|
|
maintenancereference, statusid, locationid, businessunitid, notes, isactive
|
|
- computers: **assetid**, computertypeid, hostname, osid, vendorid, modelnumberid,
|
|
loggedinuser, isactive
|
|
- machines: **assetid**, machinetypeid, vendorid, modelnumberid, requiresmanualconfig,
|
|
islocationonly, lastmaintenancedate, nextmaintenancedate, maintenanceintervaldays,
|
|
controllervendorid, controllermodelid, isactive
|
|
|
|
Measuring tools are assets: add an `assets` row with `assettypeid=measuring_tool`.
|
|
|
|
## Example (assets.csv)
|
|
|
|
assetnumber,name,serialnumber,assettypeid,statusid,locationid
|
|
MILL-01,Haas VF-2 Mill,SN1001,machine,In Use,A1
|
|
PC-01,Shopfloor PC 01,SN2001,computer,In Use,B1
|
|
MIC-01,Mitutoyo Micrometer,SN3001,measuring_tool,In Use,Gage Lab
|
|
|
|
Then machines.csv links the machine subtype:
|
|
|
|
assetid,machinetypeid,vendorid
|
|
MILL-01,Mill,Haas Automation
|
|
|
|
## Azure and Thor exports (do NOT edit)
|
|
|
|
For Azure (Entra device-group) and Thor (PC inventory) files, upload the export
|
|
AS-IS. The importer auto-detects them by their header and extracts the fields it
|
|
needs. Do not rename headers, reorder columns, add/remove rows, or reformat cells.
|
|
Editing the export breaks auto-detection.
|