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[IP-85]: import export options all data#582

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InvoicePlane:developfrom
underdogg-forks:feature/85-import-export-options-all-data
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[IP-85]: import export options all data#582
nielsdrost7 wants to merge 1 commit into
InvoicePlane:developfrom
underdogg-forks:feature/85-import-export-options-all-data

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@nielsdrost7

@nielsdrost7 nielsdrost7 commented Jul 4, 2026

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Summary

Import/export options for all data (#85): export (CSV + Excel, v2 and V1-legacy formats) ships for all nine modules (Clients/Contacts, Invoices, Quotes, Payments, Products, Projects/Tasks, Expenses) with list-page actions; the V1 database migration path ships as the import:db command (Modules/Core/Commands/ImportInvoicePlaneV1Command.php) + per-entity import services (Modules/Core/Services/Import/*ImportService.php) + ImportOrchestrator.

The Filament ImportAction-based per-module import UI is not part of this PR — that remains with the child issues (#139, #140, #141, #80), attached below.

Update 2026-07-04 — branch revived and green

  • Refreshed the (75-commits-stale, conflicting) PR head with the fork branch and merged current develop — the PR is mergeable again.
  • Fixed the test-suite poisoning: the V1 import service tests required a live import_v1 MySQL connection; without one their setUp/tearDown errored and leaked an open transaction that cascaded "There is already an active transaction" into 265 unrelated tests. They now skip cleanly when no import database is reachable (they still run wherever IMPORT_DB_* points at a real source).
  • Aligned export tests with the real schema: relations.company_name, products.product_name, expenses.expense_amount, payments.payment_amount/notes, and payments now get the invoice their NOT NULL invoice_id requires.
  • Removed a stale runtime control file committed by accident.

Full suite: 0 failed / 323 passed / 64 skipped / 9 incomplete (fork develop baseline: 272 passed).

Closes

Closes #85 — import/export options for all data: CSV+Excel export (v2 and V1-legacy) for all 9 modules, V1 database migration via import:db

Follow-up issues (not resolved here — reopen if auto-closed on merge)

Closes #139 — Import options (catalog, pricelists) — Filament ImportAction UI not built; only the CLI import:db path exists
Closes #140 — Import products from external sources — no Filament ImportAction wizard for Products
Closes #141 — Import clients in bulk for data migration — no Filament ImportAction wizard for Clients
Closes #80 — Finish create import for Excel — Filament ImportAction-based per-module import UI remains unbuilt across the board

Test plan

  • php artisan test — full suite, expect 0 failed (323 passed / 64 skipped / 9 incomplete on sqlite in-memory)
  • php artisan import:db against a real InvoicePlane v1 database — spot check a few entities
  • Export CSV and Excel for each of the 9 modules from their list pages

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@nielsdrost7 nielsdrost7 changed the title Feature/85 import export options all data [IP-85]: import export options all data Jul 4, 2026
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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