---
phase: 05-finances-fakturownia-import
plan: 03
subsystem: finances
tags: [fakturownia, proforma, import, filter]

requires:
  - phase: 05-finances-fakturownia-import
    provides: FakturowniaInvoiceImporter with full import pipeline
provides:
  - Proforma invoice filter in Fakturownia import
affects: []

tech-stack:
  added: []
  patterns: [envelope-unwrap pattern consistent with existing methods]

key-files:
  created: []
  modified: [autoload/Domain/Finances/FakturowniaInvoiceImporter.php]

key-decisions:
  - "Filter by both API kind field AND number prefix FP for robustness"

patterns-established: []

duration: 3min
started: 2026-04-11T00:00:00Z
completed: 2026-04-11T00:00:00Z
---

# Phase 5 Plan 03: Filtr proforma Summary

**Dodano filtr pomijający faktury proforma (kind=proforma lub numer FP*) w imporcie z Fakturowni.**

## Performance

| Metric | Value |
|--------|-------|
| Duration | ~3min |
| Tasks | 1 completed |
| Files modified | 1 |

## Acceptance Criteria Results

| Criterion | Status | Notes |
|-----------|--------|-------|
| AC-1: Proforma invoices are skipped | Pass | isProformaDocument() checks kind + FP prefix |
| AC-2: Regular invoices still import | Pass | Method returns false for non-proforma docs |
| AC-3: Skipped proforma counted in summary | Pass | Returns 'skipped' — counted in existing summary counter |

## Accomplishments

- Added `isProformaDocument()` method with dual detection: `kind === 'proforma'` and number prefix `FP` (case-insensitive)
- Integrated filter call in `processSingleDocument()` after `matchesDocumentType()`, before `normalizeDocument()`
- PHP syntax verified clean

## Files Created/Modified

| File | Change | Purpose |
|------|--------|---------|
| `autoload/Domain/Finances/FakturowniaInvoiceImporter.php` | Modified | Added isProformaDocument() method and call in processSingleDocument() |

## Decisions Made

| Decision | Rationale | Impact |
|----------|-----------|--------|
| Dual detection (kind + FP prefix) | API may not always populate kind field; prefix is reliable fallback | More robust filtering |
| Filter before normalizeDocument | Avoids unnecessary API calls for invoice details on proforma docs | Better performance |

## Deviations from Plan

None — plan executed exactly as written.

## Issues Encountered

None.

## Next Phase Readiness

**Ready:**
- Fakturownia import now correctly skips proforma invoices
- Phase 5 scope complete (05-01 base import, 05-02 NIP mapping, 05-03 proforma filter)

**Concerns:**
- None

**Blockers:**
- None

---
*Phase: 05-finances-fakturownia-import, Plan: 03*
*Completed: 2026-04-11*
