add: create CLAUDE.md for project documentation and guidance on VBA code extraction and management
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CLAUDE.md
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CLAUDE.md
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# CLAUDE.md
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This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
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## Project Overview
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**Auto_BOM** is a VBA code extraction and management toolkit for Excel-based Bill of Materials (BOM) processing. The project provides Python tools to extract VBA code from `.xlsm` files, manage it externally, and import it back into Excel.
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The VBA code implements a hierarchical BOM management system with:
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- **clsBOMManager**: Main class managing BOM data structure and category relationships
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- **clsCategory**: Represents material categories with hierarchical parent-child relationships
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- **clsMaterialItem**: Represents individual materials with code, name, quantity, and selection conditions
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## Directory Structure
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```
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Auto_BOM/
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├── Excel/ # Source Excel files (.xlsm) - gitignored
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├── VBA/ # Extracted VBA code - gitignored
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│ ├── Modules/ # Standard modules (.bas)
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│ ├── ClassModules/ # Class modules (.cls)
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│ ├── DocumentModules/# Sheet/workbook modules (.cls)
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│ ├── Forms/ # User forms
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│ └── vba_metadata.json # Module metadata for import
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├── extract_vba.py # Extract VBA from Excel files
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├── import_vba.py # Import VBA back to Excel files
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├── main.py # Empty placeholder
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└── requirements.txt # Python dependencies
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```
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## Development Setup
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```bash
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# Create and activate virtual environment
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python -m venv .venv
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.venv\Scripts\activate # Windows
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# Install dependencies
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pip install -r requirements.txt
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```
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**Dependencies:**
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- `pywin32>=306` - Windows COM interface for Excel automation (Windows only)
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- `oletools>=0.60` - Alternative VBA extraction without Excel dependency
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## Common Commands
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### Extract VBA Code
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```bash
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# Interactive extraction - will prompt for file and method
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python extract_vba.py
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```
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Two extraction methods available:
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1. **COM Interface** (recommended) - Requires Microsoft Excel, more reliable
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2. **olevba Library** - No Excel required, uses oletools
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For COM method, ensure Excel trusts VBA access:
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- Excel > Options > Trust Center > Trust Center Settings
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- Check "Trust access to the VBA project object model"
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### Import VBA Code
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```bash
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# Import from VBA/ directory back to Excel
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python import_vba.py VBA/vba_metadata.json
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```
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## VBA Code Architecture
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### BOM Data Model
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The VBA system implements a hierarchical category-based material management:
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1. **Two-source loading pattern**:
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- `[平台配置清单]` sheet: Contains all material info (code, name, quantity, condition)
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- `[领料配置]` sheet: Defines categories and which materials require picking
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2. **Category hierarchy**:
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- Materials organized in parent-child category relationships
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- `useParent=True`: Pick assembled components from parent category (default)
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- `useParent=False`: Pick individual parts from child categories (fallback when stock insufficient)
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3. **Data structures**:
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- `dictCategories`: Dictionary for fast category lookup by name
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- `dictAllMaterials`: Dictionary for fast material lookup by code
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- `rootCategories`: Collection of top-level categories for tree traversal
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### Module Types
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- **Modules**: Standard VBA modules (`.bas` files)
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- **ClassModules**: Class definitions (`.cls` files) - clsBOMManager, clsCategory, clsMaterialItem
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- **DocumentModules**: Sheet and workbook code-behind (`.cls` files)
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- **Forms**: UserForm definitions
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## Important Implementation Details
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### VBA Extraction (extract_vba.py)
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- Cleans `Attribute` statements from exported code for readability
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- Automatically categorizes modules by type (Standard/Class/Document/Form)
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- Generates `vba_metadata.json` tracking source file, module names, types, and file mappings
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- Module type detection based on naming conventions (mod_=Standard, cls=Class, sheet=Document)
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### VBA Import (import_vba.py)
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- Uses Windows COM to interact with Excel
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- **Critical fix for ClassModules**: Reconstructs `VERSION 1.0 CLASS` header before import
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- **Encoding handling**: Uses GB18030 for temp files to prevent Chinese character corruption
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- Path recognition logic handles relative/absolute paths in metadata
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- Two import strategies:
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- **Modules/ClassModules**: Remove and re-import via file
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- **DocumentModules/Forms**: Update code in-place via string injection
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### Module Naming Convention
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The code determines module type by naming prefix:
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- `mod_*` or `mod*` → Standard Modules
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- `cls*` or `class*` → Class Modules
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- `sheet*` or `thisworkbook` → Document Modules
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## VS Code Configuration
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The `.vscode/settings.json` associates `.cls` files with Visual Basic syntax highlighting for better editing experience.
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## Platform Requirements
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- **Windows required** for import functionality (COM interface)
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- **Microsoft Excel** required for COM-based extraction/import
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- Cross-platform extraction possible with oletools (no Excel needed)
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## Git Workflow
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The `.gitignore` excludes:
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- Virtual environment (`.venv/`)
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- Build artifacts (`build/`, `dist/`)
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- Project data (`Excel/`, `VBA/`)
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- Claude temporary files (`.claude/`, `tmpclaude-*`)
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Only commit code changes, not extracted VBA or Excel files.
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