csv-bulk-import

CSV Bulk Import Skill

This skill helps with bulk CSV import operations for TaskActivity and Expense records.

When to Use

• User wants to bulk import TaskActivity or Expense records
• User needs help with CSV formatting or templates
• User encounters CSV import errors

Prerequisites Check

Before importing:

1. ✅ User has ADMIN or MANAGER role
2. ✅ JWT token is available or can be generated
3. ✅ CSV file follows correct template format
4. ✅ Database is accessible

CSV Templates

TaskActivity Template (docs/taskactivity-import-template.csv):

Date,Hours,Client,Project,Phase,Description,Username
2026-01-15,8.0,Acme Corp,Website Redesign,Development,Implemented user authentication,admin

Expense Template (docs/expense-import-template.csv):

Date,Amount,Description,ExpenseType,Vendor,PaymentMethod,Username
2026-01-15,125.50,Hotel accommodation,Travel,Marriott,CreditCard,admin

Import Process

Step 1: Validate CSV File

Check for:

• Correct headers (case-sensitive)
• Date format: YYYY-MM-DD
• Hours/Amount: Positive numbers
• Required fields: Not empty
• References: Client, Project, Phase, ExpenseType exist in DropdownValues

Step 2: Generate/Obtain JWT Token

# If needed, generate token
.\scripts\generate-token.ps1 -Username "admin" -Password "password"

Step 3: Run Import Script

.\scripts\Import-CsvData.ps1 `
    -CsvFilePath "path\to\import.csv" `
    -ImportType "TaskActivity" `
    -JwtToken "your-jwt-token" `
    -BaseUrl "http://localhost:8080"

Step 4: Verify Import

• Check console output for success/error messages
• Review import log for details
• Query database to confirm records

Common Issues and Solutions

Issue: "Invalid date format"

• Solution: Ensure dates are in YYYY-MM-DD format

Issue: "Client not found"

• Solution: Add missing DropdownValue or enable auto-creation in CsvImportService

Issue: "Unauthorized (401)"

• Solution: Token expired - generate new JWT token

Issue: "Headers don't match template"

• Solution: Verify CSV headers match template exactly (case-sensitive)

Memory Bank References

• Check ai/common-patterns.md for CSV import code patterns
• Check ai/project-overview.md for CSV import feature details
• Check docs/CSV_Import_User_Guide.md for comprehensive documentation

Output Format

Always provide:

1. Pre-import validation results
2. PowerShell command to run
3. Expected outcome
4. Verification steps
5. Rollback instructions if needed