feat: add Excel importer and template download for projects/departments

- ProjectImportService: reads Projects + Departments sheets, creates companies automatically if missing, skips duplicates (case-insensitive) - Controller: import() POST (JSON response) + downloadTemplate() GET - Template: 2-tab .xlsx (Projects | Departments) with headers, sample rows, note - View: Import Excel button (AJAX upload with drag-and-drop modal) + Template download button in page header; page reloads after successful import Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 18:42:25 +03:00 · 2026-05-26 18:42:25 +03:00 · f2c0f22156
commit f2c0f22156
parent 12e07480a0
4 changed files with 434 additions and 2 deletions
--- a/app/Http/Controllers/Settings/ProjectSettingController.php
+++ b/app/Http/Controllers/Settings/ProjectSettingController.php
@ -7,7 +7,14 @@ use App\Models\Settings\Company;
 use App\Models\Settings\Department;
 use App\Models\Settings\Location;
 use App\Models\Settings\ProjectSetting;
+use App\Services\ProjectImportService;
+use Illuminate\Http\JsonResponse;
 use Illuminate\Http\Request;
+use PhpOffice\PhpSpreadsheet\Spreadsheet;
+use PhpOffice\PhpSpreadsheet\Style\Alignment;
+use PhpOffice\PhpSpreadsheet\Style\Fill;
+use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
+use PhpOffice\PhpSpreadsheet\Worksheet\Worksheet;

 class ProjectSettingController extends Controller
 {
@ -167,4 +174,100 @@ class ProjectSettingController extends Controller
        $department->delete();
        return response()->json(['ok' => true]);
    }
+
+    // ── Import ────────────────────────────────────────────────────────────────
+    public function import(Request $request): JsonResponse
+    {
+        $request->validate(['file' => 'required|file|mimes:xlsx,xls|max:10240']);
+
+        try {
+            $stats = app(ProjectImportService::class)->import(
+                $request->file('file')->getPathname()
+            );
+
+            $parts = [];
+            if ($stats['projects_created'])    $parts[] = "{$stats['projects_created']} project(s)";
+            if ($stats['departments_created']) $parts[] = "{$stats['departments_created']} department(s)";
+            if ($stats['companies_created'])   $parts[] = "{$stats['companies_created']} new company(s)";
+
+            $message = $parts
+                ? 'Imported: ' . implode(', ', $parts) . ($stats['skipped'] ? " — {$stats['skipped']} row(s) skipped" : '')
+                : 'Nothing new to import' . ($stats['skipped'] ? " ({$stats['skipped']} rows already exist)" : '');
+
+            return response()->json(['success' => true, 'message' => $message, 'stats' => $stats]);
+        } catch (\Exception $e) {
+            return response()->json(['success' => false, 'message' => $e->getMessage()], 422);
+        }
+    }
+
+    public function downloadTemplate(): \Symfony\Component\HttpFoundation\BinaryFileResponse
+    {
+        $path = storage_path('app/projects_template.xlsx');
+        $this->buildTemplate($path);
+        return response()->download($path, 'projects_template.xlsx');
+    }
+
+    private function buildTemplate(string $path): void
+    {
+        $spreadsheet = new Spreadsheet();
+
+        $headerStyle = [
+            'font' => ['bold' => true, 'color' => ['rgb' => '1e293b']],
+            'fill' => ['fillType' => Fill::FILL_SOLID, 'startColor' => ['rgb' => 'DBEAFE']],
+            'alignment' => ['horizontal' => Alignment::HORIZONTAL_LEFT],
+        ];
+        $noteStyle = [
+            'font' => ['italic' => true, 'color' => ['rgb' => '64748b'], 'size' => 10],
+        ];
+
+        // ── Sheet 1: Projects ──────────────────────────────────────────────
+        $s1 = $spreadsheet->getActiveSheet()->setTitle('Projects');
+        $s1->setCellValue('A1', 'Company Name')
+           ->setCellValue('B1', 'Project Name');
+        $s1->getStyle('A1:B1')->applyFromArray($headerStyle);
+
+        // Sample rows
+        $samples = [
+            ['Miknas Industrial', 'New Warehouse'],
+            ['Steel tech', 'Factory Extension'],
+            ['Steel tech', 'New Office Block'],
+        ];
+        foreach ($samples as $i => $row) {
+            $s1->setCellValue('A' . ($i + 2), $row[0]);
+            $s1->setCellValue('B' . ($i + 2), $row[1]);
+        }
+
+        $s1->setCellValue('A6', '* Delete sample rows before importing. Company will be created if it does not exist.');
+        $s1->getStyle('A6')->applyFromArray($noteStyle);
+        $s1->mergeCells('A6:B6');
+
+        $s1->getColumnDimension('A')->setWidth(32);
+        $s1->getColumnDimension('B')->setWidth(32);
+
+        // ── Sheet 2: Departments ───────────────────────────────────────────
+        $s2 = new Worksheet($spreadsheet, 'Departments');
+        $spreadsheet->addSheet($s2);
+        $s2->setCellValue('A1', 'Company Name')
+           ->setCellValue('B1', 'Department Name');
+        $s2->getStyle('A1:B1')->applyFromArray($headerStyle);
+
+        $deptSamples = [
+            ['Miknas Industrial', 'Finance'],
+            ['Miknas Industrial', 'Operations'],
+            ['Steel tech', 'Production'],
+        ];
+        foreach ($deptSamples as $i => $row) {
+            $s2->setCellValue('A' . ($i + 2), $row[0]);
+            $s2->setCellValue('B' . ($i + 2), $row[1]);
+        }
+
+        $s2->setCellValue('A6', '* Delete sample rows before importing. Company will be created if it does not exist.');
+        $s2->getStyle('A6')->applyFromArray($noteStyle);
+        $s2->mergeCells('A6:B6');
+
+        $s2->getColumnDimension('A')->setWidth(32);
+        $s2->getColumnDimension('B')->setWidth(32);
+
+        (new Xlsx($spreadsheet))->save($path);
+    }
 }
--- a/app/Services/ProjectImportService.php
+++ b/app/Services/ProjectImportService.php
@ -0,0 +1,164 @@
+<?php
+
+namespace App\Services;
+
+use App\Models\Settings\Company;
+use App\Models\Settings\Department;
+use App\Models\Settings\ProjectSetting;
+use PhpOffice\PhpSpreadsheet\IOFactory;
+
+class ProjectImportService
+{
+    private array $stats = [
+        'companies_created'   => 0,
+        'projects_created'    => 0,
+        'departments_created' => 0,
+        'skipped'             => 0,
+    ];
+
+    /** @var array<string,Company> */
+    private array $companyCache = [];
+
+    public function import(string $filePath): array
+    {
+        $spreadsheet = IOFactory::load($filePath);
+
+        $projectSheet = $this->findSheet($spreadsheet, ['projects', 'project']);
+        $deptSheet    = $this->findSheet($spreadsheet, ['departments', 'department', 'depts', 'dept']);
+
+        if ($projectSheet) {
+            $this->importProjects($projectSheet);
+        }
+        if ($deptSheet) {
+            $this->importDepartments($deptSheet);
+        }
+
+        // Single-sheet file with no named tabs → treat as projects
+        if (!$projectSheet && !$deptSheet) {
+            $this->importProjects($spreadsheet->getActiveSheet());
+        }
+
+        return $this->stats;
+    }
+
+    private function findSheet($spreadsheet, array $names): ?\PhpOffice\PhpSpreadsheet\Worksheet\Worksheet
+    {
+        foreach ($spreadsheet->getSheetNames() as $i => $sheetName) {
+            if (in_array(strtolower(trim($sheetName)), $names)) {
+                return $spreadsheet->getSheet($i);
+            }
+        }
+        return null;
+    }
+
+    private function importProjects(\PhpOffice\PhpSpreadsheet\Worksheet\Worksheet $sheet): void
+    {
+        $rows    = $sheet->toArray(null, true, true, false);
+        $headers = $this->normalizeHeaders((array) array_shift($rows));
+
+        $coIdx   = $this->findCol($headers, ['company', 'company name', 'company name', 'companyname']);
+        $projIdx = $this->findCol($headers, ['project', 'project name', 'project name', 'projectname']);
+
+        if ($coIdx === null || $projIdx === null) {
+            return;
+        }
+
+        foreach ($rows as $row) {
+            $coName   = $this->str($row[$coIdx]   ?? null);
+            $projName = $this->str($row[$projIdx] ?? null);
+
+            if (!$coName || !$projName) {
+                $this->stats['skipped']++;
+                continue;
+            }
+
+            $company  = $this->findOrCreateCompany($coName);
+            $existing = ProjectSetting::whereRaw('LOWER(name) = ?', [strtolower($projName)])
+                ->where('company_id', $company->id)->first();
+
+            if ($existing) {
+                $this->stats['skipped']++;
+                continue;
+            }
+
+            ProjectSetting::create(['name' => $projName, 'company_id' => $company->id, 'is_active' => true]);
+            $this->stats['projects_created']++;
+        }
+    }
+
+    private function importDepartments(\PhpOffice\PhpSpreadsheet\Worksheet\Worksheet $sheet): void
+    {
+        $rows    = $sheet->toArray(null, true, true, false);
+        $headers = $this->normalizeHeaders((array) array_shift($rows));
+
+        $coIdx   = $this->findCol($headers, ['company', 'company name', 'companyname']);
+        $deptIdx = $this->findCol($headers, ['department', 'department name', 'departmentname', 'dept', 'dept name']);
+
+        if ($coIdx === null || $deptIdx === null) {
+            return;
+        }
+
+        foreach ($rows as $row) {
+            $coName   = $this->str($row[$coIdx]   ?? null);
+            $deptName = $this->str($row[$deptIdx] ?? null);
+
+            if (!$coName || !$deptName) {
+                $this->stats['skipped']++;
+                continue;
+            }
+
+            $company  = $this->findOrCreateCompany($coName);
+            $existing = Department::whereRaw('LOWER(name) = ?', [strtolower($deptName)])
+                ->where('company_id', $company->id)->first();
+
+            if ($existing) {
+                $this->stats['skipped']++;
+                continue;
+            }
+
+            Department::create(['name' => $deptName, 'company_id' => $company->id, 'is_active' => true]);
+            $this->stats['departments_created']++;
+        }
+    }
+
+    private function findOrCreateCompany(string $name): Company
+    {
+        $key = strtolower($name);
+        if (isset($this->companyCache[$key])) {
+            return $this->companyCache[$key];
+        }
+
+        $company = Company::whereRaw('LOWER(name) = ?', [$key])->first();
+        if (!$company) {
+            $company = Company::create(['name' => $name, 'is_active' => true]);
+            $this->stats['companies_created']++;
+        }
+
+        $this->companyCache[$key] = $company;
+        return $company;
+    }
+
+    private function normalizeHeaders(array $row): array
+    {
+        return array_map(
+            fn ($h) => strtolower(trim(str_replace(['*', '_', '-'], ' ', (string) ($h ?? '')))),
+            $row
+        );
+    }
+
+    private function findCol(array $headers, array $aliases): ?int
+    {
+        foreach ($headers as $i => $h) {
+            if (in_array($h, $aliases)) {
+                return $i;
+            }
+        }
+        return null;
+    }
+
+    private function str(mixed $value): ?string
+    {
+        $v = trim((string) ($value ?? ''));
+        return $v === '' ? null : $v;
+    }
+}
--- a/resources/views/settings/projects/index.blade.php
+++ b/resources/views/settings/projects/index.blade.php
@ -36,6 +36,16 @@
        <h1 class="page-title">Projects, Locations &amp; Departments</h1>
        <p class="page-subtitle">Manage projects with their sub-locations and departments.</p>
    </div>
+    <div style="display:flex; gap:8px; align-items:center; flex-shrink:0;">
+        <a href="{{ route('settings.projects.template') }}" class="btn-secondary" style="display:inline-flex;align-items:center;gap:6px;text-decoration:none;">
+            <svg width="14" height="14" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-4l-4 4m0 0l-4-4m4 4V4"/></svg>
+            Template
+        </a>
+        <button type="button" onclick="openImportModal()" class="btn-primary" style="display:inline-flex;align-items:center;gap:6px;">
+            <svg width="14" height="14" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-8l4-4m0 0l4 4m-4-4v12"/></svg>
+            Import Excel
+        </button>
+    </div>
 </div>

 {{-- Stat boxes --}}
@ -326,6 +336,68 @@ $allDeptsJson = json_encode($allDeptsData);
@endforelse
 </div>{{-- end companies-list --}}

+{{-- ═══════════════ Import Modal ═══════════════ --}}
+<div id="import-modal-overlay" onclick="if(event.target===this)closeImportModal()"
+     style="display:none;position:fixed;inset:0;background:rgba(15,23,42,0.55);z-index:9998;align-items:center;justify-content:center;">
+<div style="background:white;border-radius:1rem;width:520px;max-width:96vw;box-shadow:0 25px 60px rgba(0,0,0,0.22);overflow:hidden;">
+
+    {{-- Header --}}
+    <div style="display:flex;align-items:center;justify-content:space-between;padding:1rem 1.5rem;border-bottom:1px solid #e2e8f0;">
+        <div>
+            <h2 style="font-size:16px;font-weight:700;color:#0f172a;margin:0;">Import from Excel</h2>
+            <p style="font-size:12px;color:#64748b;margin:3px 0 0;">Companies, projects and departments from .xlsx / .xls</p>
+        </div>
+        <button type="button" onclick="closeImportModal()" style="background:none;border:none;cursor:pointer;color:#94a3b8;padding:4px;line-height:0;">
+            <svg width="20" height="20" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18L18 6M6 6l12 12"/></svg>
+        </button>
+    </div>
+
+    {{-- Drop zone --}}
+    <div style="padding:1.25rem 1.5rem;">
+        <div id="import-dz"
+             ondragover="event.preventDefault();this.classList.add('dz-active')"
+             ondragleave="this.classList.remove('dz-active')"
+             ondrop="importHandleDrop(event)"
+             onclick="document.getElementById('import-file-input').click()"
+             style="border:2px dashed #cbd5e1;border-radius:0.75rem;padding:2rem;text-align:center;cursor:pointer;transition:border-color .15s,background .15s;background:#f8fafc;">
+            <svg id="import-dz-icon" width="32" height="32" fill="none" stroke="#94a3b8" viewBox="0 0 24 24" style="margin:0 auto 10px;display:block;"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-8l4-4m0 0l4 4m-4-4v12"/></svg>
+            <p id="import-dz-text" style="font-size:14px;color:#475569;margin:0;font-weight:500;">Drop your Excel file here, or click to browse</p>
+            <p id="import-dz-sub" style="font-size:12px;color:#94a3b8;margin:4px 0 0;">.xlsx or .xls — max 10 MB</p>
+        </div>
+        <input type="file" id="import-file-input" accept=".xlsx,.xls" style="display:none;" onchange="importFileSelected(this)">
+
+        {{-- Info box --}}
+        <div style="margin-top:1rem;background:#f0f9ff;border:1px solid #bae6fd;border-radius:0.5rem;padding:0.75rem 1rem;">
+            <p style="font-size:12px;color:#0369a1;margin:0;line-height:1.7;">
+                <strong>Expected format (2 tabs):</strong><br>
+                <strong>Projects</strong> tab — columns: <em>Company Name</em> | <em>Project Name</em><br>
+                <strong>Departments</strong> tab — columns: <em>Company Name</em> | <em>Department Name</em><br>
+                Companies are created automatically if they don't exist. Duplicates are skipped.
+            </p>
+        </div>
+    </div>
+
+    {{-- Footer --}}
+    <div style="display:flex;align-items:center;justify-content:space-between;padding:0.875rem 1.5rem;border-top:1px solid #e2e8f0;background:#f8fafc;">
+        <a href="{{ route('settings.projects.template') }}" style="font-size:13px;color:#3b82f6;text-decoration:none;display:flex;align-items:center;gap:5px;">
+            <svg width="13" height="13" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-4l-4 4m0 0l-4-4m4 4V4"/></svg>
+            Download template
+        </a>
+        <div style="display:flex;gap:8px;">
+            <button type="button" onclick="closeImportModal()" class="btn-secondary">Cancel</button>
+            <button type="button" id="import-submit-btn" onclick="submitImport()" class="btn-primary" disabled
+                    style="min-width:100px;opacity:.5;cursor:not-allowed;">
+                Import
+            </button>
+        </div>
+    </div>
+</div>
+</div>
+<style>
+    #import-dz.dz-active { border-color:#6366f1; background:#eef2ff; }
+    #import-dz.dz-has-file { border-color:#22c55e; background:#f0fdf4; border-style:solid; }
+</style>
+
 {{-- ═══════════════ Location Map Modal ═══════════════ --}}
 <div id="loc-modal-overlay" onclick="if(event.target===this)closeLocModal()">
    <div id="loc-modal-box">
@ -418,8 +490,99 @@ $allDeptsJson = json_encode($allDeptsData);
 <script>
 var CSRF      = document.querySelector('meta[name="csrf-token"]').content;
 var BASE      = '{{ url("settings/projects") }}';
+var IMPORT_URL = '{{ route("settings.projects.import") }}';
 var COMPANIES = {!! json_encode($companies->map(fn($c) => ['id' => $c->id, 'name' => $c->name])->values()) !!};

+// ── Import Modal ──────────────────────────────────────────────────────────────
+var importFile = null;
+
+function openImportModal() {
+    importFile = null;
+    document.getElementById('import-file-input').value = '';
+    resetImportDz();
+    var overlay = document.getElementById('import-modal-overlay');
+    overlay.style.display = 'flex';
+}
+
+function closeImportModal() {
+    document.getElementById('import-modal-overlay').style.display = 'none';
+}
+
+function resetImportDz() {
+    var dz   = document.getElementById('import-dz');
+    var btn  = document.getElementById('import-submit-btn');
+    dz.classList.remove('dz-has-file', 'dz-active');
+    document.getElementById('import-dz-text').textContent = 'Drop your Excel file here, or click to browse';
+    document.getElementById('import-dz-sub').textContent  = '.xlsx or .xls — max 10 MB';
+    document.getElementById('import-dz-icon').setAttribute('stroke', '#94a3b8');
+    btn.disabled = true;
+    btn.style.opacity = '.5';
+    btn.style.cursor  = 'not-allowed';
+}
+
+function applyImportFile(file) {
+    if (!file) return;
+    importFile = file;
+    var dz  = document.getElementById('import-dz');
+    var btn = document.getElementById('import-submit-btn');
+    dz.classList.remove('dz-active');
+    dz.classList.add('dz-has-file');
+    document.getElementById('import-dz-text').textContent = file.name;
+    document.getElementById('import-dz-sub').textContent  = (file.size / 1024).toFixed(1) + ' KB — ready to import';
+    document.getElementById('import-dz-icon').setAttribute('stroke', '#22c55e');
+    btn.disabled = false;
+    btn.style.opacity = '1';
+    btn.style.cursor  = 'pointer';
+}
+
+function importFileSelected(input) {
+    if (input.files && input.files[0]) applyImportFile(input.files[0]);
+}
+
+function importHandleDrop(event) {
+    event.preventDefault();
+    document.getElementById('import-dz').classList.remove('dz-active');
+    var file = event.dataTransfer.files[0];
+    if (file) {
+        document.getElementById('import-file-input').files = event.dataTransfer.files;
+        applyImportFile(file);
+    }
+}
+
+function submitImport() {
+    if (!importFile) return;
+    var btn = document.getElementById('import-submit-btn');
+    btn.textContent = 'Importing…';
+    btn.disabled    = true;
+    btn.style.opacity = '.7';
+
+    var formData = new FormData();
+    formData.append('file', importFile);
+    formData.append('_token', CSRF);
+
+    fetch(IMPORT_URL, { method: 'POST', headers: { 'Accept': 'application/json' }, body: formData })
+        .then(function(r) { return r.json().then(function(body) { return { ok: r.ok, body: body }; }); })
+        .then(function(res) {
+            btn.textContent  = 'Import';
+            btn.disabled     = false;
+            btn.style.opacity = '1';
+            if (res.ok && res.body.success) {
+                closeImportModal();
+                showToast(res.body.message, 'success');
+                // Reload the page after a short delay so new companies/projects appear
+                setTimeout(function() { window.location.reload(); }, 1200);
+            } else {
+                showToast(res.body.message || 'Import failed.', 'error');
+            }
+        })
+        .catch(function() {
+            btn.textContent  = 'Import';
+            btn.disabled     = false;
+            btn.style.opacity = '1';
+            showToast('Upload failed. Check your connection.', 'error');
+        });
+}
+
 // Location data store (keyed by loc ID) — avoids inline JSON in onclick attributes
 var LOC_DATA  = {!! $allLocsJson !!};
 var DEPT_DATA = {!! $allDeptsJson !!};
--- a/routes/web.php
+++ b/routes/web.php
@ -136,6 +136,8 @@ Route::middleware(['auth', 'verified'])->group(function () {
        // Projects settings
        Route::get('settings/projects', [ProjectSettingController::class, 'index'])->name('settings.projects.index');
        Route::post('settings/projects', [ProjectSettingController::class, 'store'])->name('settings.projects.store');
+        Route::post('settings/projects/import', [ProjectSettingController::class, 'import'])->name('settings.projects.import');
+        Route::get('settings/projects/template', [ProjectSettingController::class, 'downloadTemplate'])->name('settings.projects.template');
        Route::post('settings/projects/companies', [ProjectSettingController::class, 'storeCompany'])->name('settings.projects.companies.store');
        Route::patch('settings/projects/companies/{company}', [ProjectSettingController::class, 'updateCompany'])->name('settings.projects.companies.update');
        Route::delete('settings/projects/companies/{company}', [ProjectSettingController::class, 'destroyCompany'])->name('settings.projects.companies.destroy');