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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/seeders/ImportEntitySeeder.php
+51 -2
View File
@@ -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
+88
View File
@@ -0,0 +1,88 @@
<?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'],
]);
}
}
}