This is part of a code challenge to show the implementation of an excel import.

There are two ways to use the project:

• Running it locally
• Using the deployed heroku page

These instructions will get you a copy of the project up and running on your local machine.

Clone git repository and run bundle install:

$ git clone [email protected]:bakku/client_dashboard.git
$ bundle install

Set up the database (postgresql must be installed, change the database.yml if necessary):

$ bin/rails db:create
$ bin/rails db:migrate

Run the rails server:

$ bin/rails s

You will have to create some data either by running

$ bin/rails db:seed

or by creating it via the rails console.

To run the tests execute following statement:

$ bin/rake

It is also possible to use the excel import via Heroku. The project is currently accessible at https://sleepy-savannah-98935.herokuapp.com/employees.

Some test companies and clients are already available there to be able to try out the excel import.

The application is currently being "secured" by a basic authentication with username and secret as credentials.

The excel import supports the bulk creation of multiple employees which can be assigned to a company and optionally to a set of clients. An example for a file is available in the docs folder of the project which works for the heroku page out of the box.

The backend does not care whether there are empty rows in the excel and it does not depend on a specific order regarding the columns of the excel.

If the excel file adheres to the following properties it will be successfully imported:

• Four columns have to exist: first name, last name, company, clients
• Clients are optional, multiple clients can be separated using commas
• Values for first name, last name, and company are required for each employee
• Clients and companies are referenced using the ctoken and the identity, respectively, and must exist

In case these rules are violated an error will be presented to the user which provides helpful insights to be able to fix the problem.