feat(05-finances-fakturownia-import): complete Fakturownia mapping corrections

Phase 5 complete:
- add category mapping edit from operation edit for Fakturownia operations
- update current operation category immediately after mapping change
- support optional bulk update for matching imported operations
- close 05-05 and 05-06 PAUL summaries

Co-Authored-By: Codex <noreply@openai.com>
This commit is contained in:
Codex
2026-05-04 22:57:55 +02:00
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## Project Reference
See: .paul/PROJECT.md (updated 2026-04-11)
See: .paul/PROJECT.md (updated 2026-05-04)
**Core value:** Uzytkownicy moga efektywnie zarzadzac projektami, zadaniami i klientami w jednym systemie CRM
**Current focus:** Next: Phase 2 - Naprawa bledow krytycznych
@@ -10,32 +10,46 @@ See: .paul/PROJECT.md (updated 2026-04-11)
## Current Position
Milestone: v0.1 Stabilizacja i jakosc kodu
Phase: 5 of 5 (Import finansow z Fakturowni) — 05-04 zamkniete, 05-05 w APPLY
Plan: 05-05 (skip-list pozycji) — czeka na checkpoint decyzyjny
Status: APPLY started, blocking on checkpoint:decision (new-column vs null-category)
Last activity: 2026-04-14 — 05-04 UNIFY complete, 05-05 APPLY started
Phase: 2 of 5 (Naprawa bledow krytycznych) - Ready to plan
Plan: Not started
Status: Phase 5 complete, ready for next PLAN
Last activity: 2026-05-04 22:54 - Phase 5 complete; 05-06 UNIFY closed
Progress:
- Milestone: [#######---] 70%
- Phase 5: [########--] 80% (05-04 done, 05-05 in apply)
- Milestone: [####------] 40% (2 of 5 phases complete: Phase 1 and Phase 5)
- Phase 2: [----------] 0%
## Loop Position
Current loop state:
```
Plan 05-04: PLAN ──▶ APPLY ──▶ UNIFY
[Complete]
Plan 05-05: PLAN ──▶ APPLY ──▶ UNIFY
✓ ◐ ○ [APPLY in progress, checkpoint pending]
PLAN --> APPLY --> UNIFY
x x x [Loop complete - ready for next PLAN]
```
## Accumulated Context
### Recent Decisions
- Phase 5: Fakturownia client mappings use tax-based keys with legacy id fallback.
- Phase 5: Proforma documents are skipped by kind and FP prefix.
- Phase 5: Selected invoice positions can be skipped without creating finance operations.
- Phase 5: Fakturownia mapping edits are available only for imported operations.
- Phase 5: Mapping changes can optionally bulk-update matching imported operations.
### Concerns
- Existing Fakturownia operations identify item mapping from operation description plus mapping fallback. Future importer work should store explicit operation_id -> item_key metadata.
### Git State
Last commit: pending
Branch: main
Feature branches merged: none
## Session Continuity
Last session: 2026-04-14
Stopped at: 05-05 checkpoint decyzyjny (model danych dla skip-flag)
Next action: Uzytkownik wybiera: new-column (skip TINYINT w item_mappings) lub null-category (finance_category_id IS NULL)
Resume file: .paul/phases/05-finances-fakturownia-import/05-05-PLAN.md
Last session: 2026-05-04
Stopped at: Phase 5 complete, ready to plan Phase 2
Next action: $paul-plan for Phase 2
Resume file: .paul/ROADMAP.md
---
*STATE.md - Updated after every significant action*