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crmPRO/.paul/STATE.md
2026-05-04 22:58:06 +02:00

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Project State

Project Reference

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

Current Position

Milestone: v0.1 Stabilizacja i jakosc kodu 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: [####------] 40% (2 of 5 phases complete: Phase 1 and Phase 5)
  • Phase 2: [----------] 0%

Loop Position

Current loop state:

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: 7acf22c Branch: main Feature branches merged: none

Session Continuity

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