Jacek Pyziak
3103c26827
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>
94 lines
2.6 KiB
Markdown
94 lines
2.6 KiB
Markdown
---
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phase: 05-finances-fakturownia-import
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plan: 03
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subsystem: finances
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tags: [fakturownia, proforma, import, filter]
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requires:
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- phase: 05-finances-fakturownia-import
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provides: FakturowniaInvoiceImporter with full import pipeline
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provides:
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- Proforma invoice filter in Fakturownia import
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affects: []
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tech-stack:
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added: []
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patterns: [envelope-unwrap pattern consistent with existing methods]
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key-files:
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created: []
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modified: [autoload/Domain/Finances/FakturowniaInvoiceImporter.php]
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key-decisions:
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- "Filter by both API kind field AND number prefix FP for robustness"
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patterns-established: []
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duration: 3min
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started: 2026-04-11T00:00:00Z
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completed: 2026-04-11T00:00:00Z
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---
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# Phase 5 Plan 03: Filtr proforma Summary
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**Dodano filtr pomijający faktury proforma (kind=proforma lub numer FP*) w imporcie z Fakturowni.**
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## Performance
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| Metric | Value |
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|--------|-------|
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| Duration | ~3min |
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| Tasks | 1 completed |
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| Files modified | 1 |
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## Acceptance Criteria Results
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| Criterion | Status | Notes |
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|-----------|--------|-------|
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| AC-1: Proforma invoices are skipped | Pass | isProformaDocument() checks kind + FP prefix |
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| AC-2: Regular invoices still import | Pass | Method returns false for non-proforma docs |
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| AC-3: Skipped proforma counted in summary | Pass | Returns 'skipped' — counted in existing summary counter |
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## Accomplishments
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- Added `isProformaDocument()` method with dual detection: `kind === 'proforma'` and number prefix `FP` (case-insensitive)
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- Integrated filter call in `processSingleDocument()` after `matchesDocumentType()`, before `normalizeDocument()`
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- PHP syntax verified clean
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## Files Created/Modified
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| File | Change | Purpose |
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|------|--------|---------|
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| `autoload/Domain/Finances/FakturowniaInvoiceImporter.php` | Modified | Added isProformaDocument() method and call in processSingleDocument() |
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## Decisions Made
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| Decision | Rationale | Impact |
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|----------|-----------|--------|
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| Dual detection (kind + FP prefix) | API may not always populate kind field; prefix is reliable fallback | More robust filtering |
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| Filter before normalizeDocument | Avoids unnecessary API calls for invoice details on proforma docs | Better performance |
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## Deviations from Plan
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None — plan executed exactly as written.
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## Issues Encountered
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None.
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## Next Phase Readiness
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**Ready:**
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- Fakturownia import now correctly skips proforma invoices
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- Phase 5 scope complete (05-01 base import, 05-02 NIP mapping, 05-03 proforma filter)
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**Concerns:**
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- None
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**Blockers:**
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- None
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---
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*Phase: 05-finances-fakturownia-import, Plan: 03*
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*Completed: 2026-04-11*
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