Files
crmPRO/.paul/phases/05-finances-fakturownia-import/05-03-SUMMARY.md
Jacek Pyziak 3103c26827 feat(05-finances): filtr proforma w imporcie Fakturowni
Phase 5 Plan 03 complete:
- Dodano isProformaDocument() — pomija faktury proforma (kind=proforma lub prefiks FP)
- Wywolanie w processSingleDocument() przed normalizeDocument()
- Phase 5 complete: import Fakturowni z mapowaniem NIP i filtrem proforma

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-11 10:17:03 +02:00

2.6 KiB

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, duration, started, completed
phase plan subsystem tags requires provides affects tech-stack key-files key-decisions patterns-established duration started completed
05-finances-fakturownia-import 03 finances
fakturownia
proforma
import
filter
phase provides
05-finances-fakturownia-import FakturowniaInvoiceImporter with full import pipeline
Proforma invoice filter in Fakturownia import
added patterns
envelope-unwrap pattern consistent with existing methods
created modified
autoload/Domain/Finances/FakturowniaInvoiceImporter.php
Filter by both API kind field AND number prefix FP for robustness
3min 2026-04-11T00:00:00Z 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