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added option to import payments from csv file

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This commit is contained in:
Simon Pocrnjič
2025-10-02 22:09:05 +02:00
parent 971a9e89d1
commit 12de0186cf
21 changed files with 2828 additions and 824 deletions
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database/migrations/2025_10_02_000000_change_payments_amount_to_decimal.php
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@@ -0,0 +1,52 @@
<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\DB;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
public function up(): void
{
Schema::table('payments', function (Blueprint $table): void {
// Add new decimal column next to amount_cents temporarily for safe backfill
if (! Schema::hasColumn('payments', 'amount')) {
$table->decimal('amount', 20, 4)->nullable()->after('account_id');
}
});
// Backfill amount from amount_cents if present
if (Schema::hasColumn('payments', 'amount_cents')) {
DB::statement('UPDATE payments SET amount = CASE WHEN amount_cents IS NOT NULL THEN amount_cents / 100.0 ELSE amount END');
}
// Make amount non-null if desired; keeping nullable to avoid breaking existing rows
// Drop amount_cents column
Schema::table('payments', function (Blueprint $table): void {
if (Schema::hasColumn('payments', 'amount_cents')) {
$table->dropColumn('amount_cents');
}
});
}
public function down(): void
{
// Recreate amount_cents and backfill from amount, then drop amount
Schema::table('payments', function (Blueprint $table): void {
if (! Schema::hasColumn('payments', 'amount_cents')) {
$table->integer('amount_cents')->nullable()->after('account_id');
}
});
if (Schema::hasColumn('payments', 'amount')) {
DB::statement('UPDATE payments SET amount_cents = CASE WHEN amount IS NOT NULL THEN ROUND(amount * 100) ELSE amount_cents END');
}
Schema::table('payments', function (Blueprint $table): void {
if (Schema::hasColumn('payments', 'amount')) {
$table->dropColumn('amount');
}
});
}
};
database/migrations/2025_10_02_000010_add_balance_before_to_payments.php
+26
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<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
public function up(): void
{
Schema::table('payments', function (Blueprint $table): void {
if (! Schema::hasColumn('payments', 'balance_before')) {
$table->decimal('balance_before', 20, 4)->nullable()->after('amount');
}
});
}
public function down(): void
{
Schema::table('payments', function (Blueprint $table): void {
if (Schema::hasColumn('payments', 'balance_before')) {
$table->dropColumn('balance_before');
}
});
}
};
database/migrations/2025_10_02_000020_add_unique_index_payments_account_reference.php
+41
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<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
public function up(): void
{
Schema::table('payments', function (Blueprint $table): void {
if (! $this->hasUniqueIndex('payments', 'payments_account_id_reference_unique')) {
$table->unique(['account_id', 'reference'], 'payments_account_id_reference_unique');
}
});
}
public function down(): void
{
Schema::table('payments', function (Blueprint $table): void {
if ($this->hasUniqueIndex('payments', 'payments_account_id_reference_unique')) {
$table->dropUnique('payments_account_id_reference_unique');
}
});
}
private function hasUniqueIndex(string $table, string $indexName): bool
{
// Works for both SQLite and others by checking existing indexes from connection schema manager when available.
try {
$connection = Schema::getConnection();
$schemaManager = $connection->getDoctrineSchemaManager();
$indexes = $schemaManager->listTableIndexes($table);
return array_key_exists($indexName, $indexes);
} catch (\Throwable $e) {
// Fallback: attempt dropping/creating blindly in migration operations
return false;
}
}
};
database/migrations/2025_10_02_000021_update_unique_index_payments_ignore_soft_deletes.php
+58
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<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Support\Facades\DB;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
public function up(): void
{
$driver = DB::getDriverName();
if ($driver === 'pgsql') {
// Drop constraint if exists (covers both constraint-created and index-created uniqueness)
try {
DB::statement('ALTER TABLE payments DROP CONSTRAINT IF EXISTS payments_account_id_reference_unique');
} catch (\Throwable $e) {
// ignore
}
// Drop index if exists
try {
DB::statement('DROP INDEX IF EXISTS payments_account_id_reference_unique');
} catch (\Throwable $e) {
// ignore
}
// Create a partial unique index that ignores soft-deleted rows, use a new name
DB::statement('CREATE UNIQUE INDEX IF NOT EXISTS uniq_payments_account_reference_not_deleted ON payments (account_id, reference) WHERE deleted_at IS NULL');
} else {
// Fallback for other drivers: ensure a regular unique index exists (no partial support)
Schema::table('payments', function ($table): void {
try {
$table->unique(['account_id', 'reference'], 'payments_account_id_reference_unique');
} catch (\Throwable $e) {
// ignore if already exists
}
});
}
}
public function down(): void
{
$driver = DB::getDriverName();
if ($driver === 'pgsql') {
DB::statement('DROP INDEX IF EXISTS uniq_payments_account_reference_not_deleted');
// Recreate a standard unique index (non-partial) with the original name
DB::statement('CREATE UNIQUE INDEX IF NOT EXISTS payments_account_id_reference_unique ON payments (account_id, reference)');
} else {
// For other drivers, nothing special beyond ensuring the standard index exists
Schema::table('payments', function ($table): void {
try {
$table->unique(['account_id', 'reference'], 'payments_account_id_reference_unique');
} catch (\Throwable $e) {
// ignore
}
});
}
}
};
database/seeders/ImportEntitySeeder.php
+51 -2
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@@ -37,11 +37,25 @@ public function run(): void
'key' => 'person_addresses',
'canonical_root' => 'address',
'label' => 'Person Addresses',
'fields' => ['address', 'country', 'type_id', 'description'],
'aliases' => ['address', 'person_addresses'],
'fields' => ['address', 'city', 'postal_code', 'country', 'type_id', 'description'],
'field_aliases' => [
'ulica' => 'address',
'naslov' => 'address',
'mesto' => 'city',
'posta' => 'postal_code',
'pošta' => 'postal_code',
'zip' => 'postal_code',
'drzava' => 'country',
'država' => 'country',
'opis' => 'description',
],
'aliases' => ['person_addresses', 'address', 'addresses'],
'rules' => [
['pattern' => '/^(naslov|ulica|address)\b/i', 'field' => 'address'],
['pattern' => '/^(mesto|city|kraj)\b/i', 'field' => 'city'],
['pattern' => '/^(posta|pošta|zip|postal)\b/i', 'field' => 'postal_code'],
['pattern' => '/^(drzava|država|country)\b/i', 'field' => 'country'],
['pattern' => '/^(komentar|opis|opomba|comment|description|note)\b/i', 'field' => 'description'],
],
'ui' => ['order' => 2],
],
@@ -106,6 +120,41 @@ public function run(): void
],
'ui' => ['order' => 7],
],
[
'key' => 'payments',
'canonical_root' => 'payment',
'label' => 'Payments',
// include common fields and helpful references for mapping
'fields' => [
'reference',
'payment_nu',
'payment_date',
'amount',
'type_id',
'active',
// optional helpers for mapping by related records
'debt_id',
'account_id',
'account_reference',
'contract_reference',
],
'field_aliases' => [
'date' => 'payment_date',
'datum' => 'payment_date',
'paid_at' => 'payment_date',
'number' => 'payment_nu',
'znesek' => 'amount',
'value' => 'amount',
],
'aliases' => ['payment', 'payments', 'placila', 'plačila'],
'rules' => [
['pattern' => '/^(sklic|reference|ref)\b/i', 'field' => 'reference'],
['pattern' => '/^(stevilka|številka|number|payment\s*no\.?|payment\s*nu)\b/i', 'field' => 'payment_nu'],
['pattern' => '/^(datum|date|paid\s*at|payment\s*date)\b/i', 'field' => 'payment_date'],
['pattern' => '/^(znesek|amount|vplacilo|vplačilo|placilo|plačilo)\b/i', 'field' => 'amount'],
],
'ui' => ['order' => 8],
],
];
foreach ($defs as $d) {
database/seeders/PaymentsImportTemplateSeeder.php
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<?php
namespace Database\Seeders;
use App\Models\ImportTemplate;
use App\Models\ImportTemplateMapping;
use Illuminate\Database\Seeder;
use Illuminate\Support\Str;
class PaymentsImportTemplateSeeder extends Seeder
{
public function run(): void
{
$template = ImportTemplate::query()->firstOrCreate([
'name' => 'Payments CSV (reference)',
], [
'uuid' => (string) Str::uuid(),
'description' => 'Payments import by contract reference: contract.reference lookup + payment fields',
'source_type' => 'csv',
'default_record_type' => 'payments',
'sample_headers' => [
'Pogodba sklic',
'Številka plačila',
'Datum',
'Znesek',
'Sklic plačila',
],
'is_active' => true,
'meta' => [
'delimiter' => ',',
'enclosure' => '"',
'escape' => '\\',
'payments_import' => true,
'contract_key_mode' => 'reference',
],
]);
$mappings = [
[
'entity' => 'contracts',
'source_column' => 'Pogodba sklic',
'target_field' => 'contract.reference',
'transform' => 'trim',
'position' => 1,
],
[
'entity' => 'payments',
'source_column' => 'Številka plačila',
'target_field' => 'payment.payment_nu',
'transform' => 'trim',
'position' => 2,
],
[
'entity' => 'payments',
'source_column' => 'Datum',
'target_field' => 'payment.payment_date',
'transform' => null,
'position' => 3,
],
[
'entity' => 'payments',
'source_column' => 'Znesek',
'target_field' => 'payment.amount',
'transform' => 'decimal',
'position' => 4,
],
[
'entity' => 'payments',
'source_column' => 'Sklic plačila',
'target_field' => 'payment.reference',
'transform' => 'trim',
'position' => 5,
],
];
foreach ($mappings as $map) {
ImportTemplateMapping::firstOrCreate([
'import_template_id' => $template->id,
'source_column' => $map['source_column'],
], [
'entity' => $map['entity'],
'target_field' => $map['target_field'],
'transform' => $map['transform'],
'position' => $map['position'],
]);
}
}
}