Add some basic docs for data import/export

This commit is contained in:
Lance Edgar 2021-07-21 18:15:02 -05:00
parent 0e83d60686
commit 0726a70192
6 changed files with 107 additions and 6 deletions

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Data Import / Export
====================
TODO

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Concepts
========
.. _import-vs-export:
Import vs. Export
-----------------
From the framework's perspective, everything is actually an "import"
and never an "export" per se, i.e. data always flows from a source and
to a destination - or in other words, the "local" side always
*imports* from the "host" side. But see :doc:`exporting` for more
about that.
.. _importer-vs-import-handler:
Importer vs. Import Handler
---------------------------
All import (and export) tasks are accomplished by way of 2 things:
The "importer" is responsible for reading data from one place and
writing it to another place. But it cannot run itself, it just
contains the e.g. table-specific read/write logic.
The "import handler" is responsible for running one or more importers.
It also is (usually) responsible for "transaction-level" logic, e.g.
connecting to a database, and ultimately committing that transaction.
It usually has no table-specific logic, as that is the importer's job.
For instance you might want to import all customers and products from
your POS into Rattail; this would require something like:
* import handler for POS -> Rattail
* importer for Customer data
* importer for Product data

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Data Exporters
==============
Within the framework there is no such thing as an "export" per se.
Everything functions as an import, i.e. the "local" side *imports*
from the "host" side. See :ref:`import-vs-export` for more on that.
But there are a couple of caveats:
.. _declare-exporter:
Declaring an Exporter
---------------------
In practice it's possible to mark any importer as being of the
"export" persuasion. This doesn't (usually) affect the underlying
logic, but is done e.g. to make command line usage and output more
sensible for us humans.
To do this, set the
:attr:`~rattail:rattail.importing.handlers.ImportHandler.direction`
for your import handler to the value, ``'export'``.
.. _common-exporters:
"Common" Exporters
------------------
TODO: describe e.g. SQLAlchemy -> CSV export, which dynamically
generates its own importer classes

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Data Import / Export
====================
.. toctree::
:maxdepth: 2
:caption: Contents:
overview
concepts
exporting

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Overview
========
Rattail offers a framework which may be used for (presumably) all data
import and export tasks, regardless of which systems are involved, or
direction of data flow between them.
In other words it's not just for getting data into and out of a
Rattail DB, but e.g. might be used for exporting data from your POS to
an online mailing list, etc.
See :doc:`concepts` for more background on the framework.
The framework offers the following features:
* "dry run" mode to check things out before committing changes
* "warnings" mode which sends email with data diffs, e.g. when you expect no changes
* adjustable "batch size" for grouping changes when submitting to local (target) system
* full command line support for above, plus "max" changes to apply, show progress, etc.
* core code is optimized to run quickly, e.g. by fetching all data up-front
* new importers may be created simply / cleanly / according to existing patterns
* new importers may extend / replace core functionality as needed
See also the API docs for :mod:`rattail:rattail.importing` (and sub-modules).

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db/index db/index
trainwreck trainwreck
other other
importing importing/index
sync sync
versioning versioning
batch/index batch/index