additional, improved transformers / skipIf to eliminate records

This commit is contained in:
Reindl David (IT-PTR-CEN2-SL10) 2026-05-06 23:17:54 +02:00
parent a6ed05a38a
commit df54712a27
15 changed files with 2463 additions and 130 deletions

1
.gitignore vendored
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@ -61,3 +61,4 @@ docker-compose.override.yml
*.backup
/tmp/
/~archive/
firefly-import-preprocessor.code-workspace

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@ -14,15 +14,17 @@ composer psalm # Psalm static analysis
### Test Suite Overview
85 tests across 5 test classes:
129 tests across 7 test classes:
| File | Tests | Scope |
| ------ | -------: | ------- |
| `tests/ColumnTransformerTest.php` | 37 | All 13 transformation types, edge cases |
| `tests/ColumnTransformerTest.php` | 51 | All 14 transformation types, edge cases |
| `tests/ConfigurationLoaderTest.php` | 18 | JSON loading, dot-notation access, validation |
| `tests/CsvReaderTest.php` | 15 | CSV parsing, BOM handling, delimiter, encoding |
| `tests/MetadataExtractorTest.php` | 14 | Pre-header regex extraction, edge cases |
| `tests/ConfigIntegrationTest.php` | 1× per fixture | Golden-file integration tests (see below) |
| `tests/RowFilterTest.php` | 19 | skipIf conditions, all operators, nested AND/OR groups |
| `tests/FireflyImporterChunkStateTest.php` | 11 | Chunk state persistence, resume, reset |
### Integration Tests (Golden-File Pattern)
@ -106,4 +108,4 @@ See [config/config.example.json](config/config.example.json) for a full referenc
- `"outputAction": "create"` vs `"overwrite"` — controls whether the result is a new column or replaces an existing one
- `MetadataExtractor` uses 1-based `lineNumber` in config; it converts to 0-based array index internally
Supported transformation types: `map`, `replace`, `regex`, `regexextract`, `dateformat`, `split`, `trim`, `uppercase`, `lowercase`, `ucwordsfirst`, `truncate`, `constantvalue`, `pipeline`
Supported transformation types: `map`, `replace`, `regex`, `regexextract`, `dateformat`, `split`, `trim`, `uppercase`, `lowercase`, `ucwordsfirst`, `truncate`, `constantvalue`, `pipeline`, `timeperiod`

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@ -31,7 +31,7 @@ Der **Firefly Import Preprocessor** ist ein produktionsreifer PHP-Preprocessor f
**Vollständige CSV-Transformation** mit komplexen Pipelines
**Metadaten-Extraktion** mit Regex (IBAN, Währung, Kontoname)
**13 Transformationstypen** für flexible Datenverarbeitung
**14 Transformationstypen** für flexible Datenverarbeitung
**Firefly III Integration** — CLI, Docker und HTTP-Upload
**Debug-Modus** für Transparenz bei Verarbeitung
**Production Ready** mit vollständiger Fehlerbehandlung
@ -217,8 +217,15 @@ php bin/transformer.php test input.csv config/config.json --debug
**outputAction:**
- `overwrite` — Überschreibe sourceColumn
- `create` — Erstelle neue Spalte (für Regex-Extract, Split, etc.)
| Wert | Verhalten |
|---|---|
| `overwrite` | Ziel-Spalte mit dem Transformations-Ergebnis überschreiben (Standard) |
| `create` | Ergebnis in eine neue Ausgabe-Spalte schreiben |
| `append` | Ergebnis ans Ende des bestehenden Spalten-Werts anhängen. Mit `"appendDelimiter": " "` (beliebige Zeichenkette) wird ein Trennzeichen zwischen bestehendem und neuem Wert eingefügt — der Trennzeichen entfällt, wenn die Ziel-Spalte noch leer ist |
| `append-if-not-empty` | Wie `append` (inkl. `appendDelimiter`), aber überspringt die Operation vollständig, wenn das Transformations-Ergebnis leer ist — geeignet für optionale Werte wie Tags oder Notiz-Zeilen |
| `append-line` | Wie `append`, aber als Trennzeichen wird immer ein Zeilenumbruch `\n` verwendet; kein führender Zeilenumbruch wenn die Ziel-Spalte leer ist |
| `overwrite-if-empty` | Ergebnis nur schreiben, wenn die Ziel-Spalte aktuell leer ist |
| `overwrite-if-not-empty` | Ergebnis nur schreiben, wenn das Transformations-Ergebnis nicht leer ist |
#### `directories` - Dateisystem
@ -242,39 +249,15 @@ php bin/transformer.php test input.csv config/config.json --debug
#### `fireflyImport` - Firefly III Integration
Der Betriebsmodus wird über das Feld `mode` gesteuert. Mögliche Werte: `cli`, `docker`, `http`.
Details und vollständige Konfigurationsbeispiele: [Firefly III Integration](#firefly-iii-integration).
Optional. Mit dem Flag `--do-import` beim `transform`-Kommando (oder via `auto-import`) wird der Firefly III Data Importer nach dem Schreiben der Output-CSV aufgerufen.
```json
{
"fireflyImport": {
"mode": "docker",
"jsonConfig": "/import/configs/ubs-import.json",
"importerCommand": "docker exec firefly-importer php artisan importer:import",
"autoImport": false,
"deleteAfterImport": false,
"timeout": 300
}
}
```
| Feld | Typ | Beschreibung |
| --- | --- | --- |
| `mode` | String | Betriebsmodus: `cli` \| `docker` \| `http` (Standard: `cli`) |
| `jsonConfig` | String | Pfad zur Firefly III Data Importer JSON-Konfigurationsdatei (Format v3) |
| `importerCommand` | String | Vollständiges CLI-Kommando *(Modi: cli, docker)* |
| `importerUrl` | String | URL des Data Importers *(Modus: http)* |
| `importerSecret` | String | `AUTO_IMPORT_SECRET` des Importers (mind. 16 Zeichen) *(Modus: http)* |
| `autoImport` | Boolean | Import direkt nach Transformation ausführen |
| `deleteAfterImport` | Boolean | Transformierte CSV nach erfolgreichem Import löschen |
| `timeout` | Integer | Timeout in Sekunden (Standard: 300) |
| `environment` | Object | Zusätzliche Umgebungsvariablen *(Modi: cli, docker)* |
Details und vollständige Beispiele: [Firefly III Integration](#firefly-iii-integration).
---
## Transformationstypen
Es gibt **13 unterstützte Transformationstypen**, die als Pipeline kombiniert werden können:
Es gibt **14 unterstützte Transformationstypen**, die als Pipeline kombiniert werden können:
### 1. **trim** - Leerzeichen entfernen
@ -318,6 +301,8 @@ Es gibt **13 unterstützte Transformationstypen**, die als Pipeline kombiniert w
Trennzeichen: Leerzeichen, Bindestrich, Apostroph, Slash, Punkt, Komma, Semikolon, Doppelpunkt, Klammern.
> **Guard:** Wenn der Eingabe-String bereits sowohl Groß- als auch Kleinbuchstaben enthält (gemischte Groß-/Kleinschreibung), wird er unverändert zurückgegeben. So werden bereits korrekt formatierte Strings wie `"Coop pronto chur"` nicht verändert. Vollständig groß- oder kleingeschriebene Strings werden weiterhin verarbeitet.
---
### 5. **replace** - String-Replacement
@ -414,6 +399,94 @@ Trennzeichen: Leerzeichen, Bindestrich, Apostroph, Slash, Punkt, Komma, Semikolo
---
### 14. **timeperiod** - Zeit einer Tagesperiode zuordnen
Parst eine Zeitangabe und gibt das Label des passenden Perioden-Bereichs zurück.
Unterstützt mitternachtübergreifende Bereiche (z. B. 22:0003:59).
Gibt `default` (standardmäßig leer) zurück, wenn keine Periode passt oder die Eingabe ungültig ist.
```json
{
"type": "timeperiod",
"timeFormat": "H:i:s",
"periods": [
{ "from": "04:00:00", "to": "08:59:59", "label": "Morgen" },
{ "from": "09:00:00", "to": "10:59:59", "label": "Vormittag" },
{ "from": "11:00:00", "to": "13:59:59", "label": "Mittag" },
{ "from": "14:00:00", "to": "17:59:59", "label": "Nachmittag" },
{ "from": "18:00:00", "to": "21:59:59", "label": "Abend" },
{ "from": "22:00:00", "to": "03:59:59", "label": "Nacht" }
],
"default": ""
}
```
- `"09:30:00"``"Vormittag"`
- `"23:00:00"``"Nacht"` (mitternachtübergreifender Bereich)
- `"02:00:00"``"Nacht"` (mitternachtübergreifender Bereich)
- `""` oder nicht parsbare Eingabe → `""`
`timeFormat` folgt der PHP-Syntax `DateTime::createFromFormat` (Standard: `H:i:s`).
---
### Zeilen-Filterung — `skipIf`
Zeilen können durch einen Top-Level-Schlüssel `skipIf` in der Konfiguration ausgeschlossen werden.
Der Wert ist ein Filter-Knoten — entweder eine einzelne Bedingung oder eine verschachtelte `and`/`or`-Gruppe.
**Einzelne Bedingung:**
```json
"skipIf": { "column": "Buchungstext", "operator": "equals", "value": "Saldovortrag" }
```
**AND-Gruppe:**
```json
"skipIf": {
"and": [
{ "column": "Beschreibung1", "operator": "empty" },
{ "column": "Beschreibung2", "operator": "empty" }
]
}
```
**Verschachtelte AND/OR-Gruppen:**
```json
"skipIf": {
"or": [
{ "column": "Amount", "operator": "gt", "value": "10000" },
{
"and": [
{ "column": "Type", "operator": "equals", "value": "Saldo" },
{ "column": "Notes", "operator": "empty" }
]
}
]
}
```
**Unterstützte Operatoren:**
| Operator | Passt wenn… |
|---|---|
| `empty` | Spaltenwert ist leer |
| `not-empty` | Spaltenwert ist nicht leer |
| `equals` | Spaltenwert gleich `"value"` |
| `not-equals` | Spaltenwert ungleich `"value"` |
| `contains` | Spaltenwert enthält `"value"` |
| `not-contains` | Spaltenwert enthält `"value"` nicht |
| `matches` | Spaltenwert entspricht Regex `"pattern"` |
| `not-matches` | Spaltenwert entspricht Regex `"pattern"` nicht |
| `gt` | `(float) Spalte > (float) value` |
| `gte` | `(float) Spalte >= (float) value` |
| `lt` | `(float) Spalte < (float) value` |
| `lte` | `(float) Spalte <= (float) value` |
---
### Pipeline-Beispiel
```json
@ -462,6 +535,7 @@ php bin/transformer.php <command> [input] [config] [options]
| `--debug`, `-d` | Debug-Modus aktivieren |
| `--rows=N` | Max. N Zeilen (test-Kommando) |
| `--output=FILE`, `-o` | Output-Pfad |
| `--do-import` | Nach der Transformation in Firefly III importieren (`transform`) |
| `--strict` | Strikte Validierung |
| `--watch` | Kontinuierliche Überwachung |
| `--interval=SEC` | Prüfintervall in Sekunden |
@ -492,6 +566,14 @@ Der Debug-Modus protokolliert Ereignisse in folgenden Kategorien:
Drei Betriebsmodi decken alle typischen Deployment-Szenarien ab.
**`chunkSize`** (optional, Standard: 0 = deaktiviert): Die Output-CSV wird vor dem Import in Blöcke von maximal N Datenzeilen aufgeteilt. Jeder Block wird als separate Anfrage gesendet. Das verhindert serverseitige Timeouts bei grossen Dateien (Faustregel: ~34 s/Transaktion im HTTP-Modus). Der `timeout`-Wert gilt pro Block, nicht für den gesamten Lauf.
**`chunkRetries`** (optional, Standard: 0 = kein Retry): Anzahl zusätzlicher Importversuche pro Block nach dem ersten. Bei einem Fehler wiederholt der Importer den Upload bis zu dieser Anzahl, bevor er abbricht. Nur wirksam wenn `chunkSize > 0`.
**`chunkRetryDelay`** (optional, Standard: 0 = keine Pause): Pause in Sekunden vor jedem Block-Request ab dem zweiten Block sowie zwischen Wiederholungsversuchen desselben fehlgeschlagenen Blocks. Ein einziger Wert für Cooldown und Retry-Back-off. Nur wirksam wenn `chunkSize > 0`.
**`connectionTimeout`** (optional, Standard: 10): Maximale Wartezeit in Sekunden für den Aufbau der TCP-Verbindung zum Importer-Server. Unabhängig von `timeout` (der die gesamte Übertragungsdauer begrenzt). Nur im Modus `http`.
### Modus `cli`
Transformer und Importer auf demselben Server.
@ -501,7 +583,9 @@ Transformer und Importer auf demselben Server.
"mode": "cli",
"jsonConfig": "/opt/firefly-data-importer/storage/configurations/ubs-import.json",
"importerCommand": "php /opt/firefly-data-importer/artisan importer:import",
"autoImport": true,
"chunkSize": 50,
"chunkRetries": 3,
"chunkRetryDelay": 10,
"timeout": 300,
"environment": {
"FIREFLY_III_URL": "https://localhost",
@ -519,7 +603,9 @@ Transformer lokal, Importer in Docker. Das Ausgabeverzeichnis muss als Volume ei
"mode": "docker",
"jsonConfig": "/import/configs/ubs-import.json",
"importerCommand": "docker exec firefly-importer php artisan importer:import",
"autoImport": true,
"chunkSize": 50,
"chunkRetries": 3,
"chunkRetryDelay": 10,
"timeout": 300
}
```
@ -539,13 +625,62 @@ AUTO_IMPORT_SECRET=<secret> # mindestens 16 Zeichen
"fireflyImport": {
"mode": "http",
"importerUrl": "https://importer.your-server.com",
"importerSecret": "your-auto-import-secret-min-16-chars",
"jsonConfig": "/local/path/to/ubs-import.json",
"autoImport": true,
"personalSecret": "your-auto-import-secret-min-16-chars",
"accessToken": "your-firefly-iii-personal-access-token",
"jsonConfig": "config/ubs-import.json",
"chunkSize": 50,
"chunkRetries": 3,
"chunkRetryDelay": 10,
"connectionTimeout": 10,
"timeout": 300
}
```
Die Anfrage geht an `POST {importerUrl}/autoupload?secret={personalSecret}` mit CSV und JSON-Config als Multipart-Felder. `accessToken` wird als `Authorization: Bearer` gesendet. Falls `FIREFLY_III_ACCESS_TOKEN` bereits in der Importer-Umgebung gesetzt ist, kann `accessToken` weggelassen werden.
---
### Serverseitige Konfiguration
Bei grossen Importen liegt der Engpass meist auf dem Firefly III Data Importer-Server, nicht im Transformer. Die folgenden Einstellungen gehören in die Umgebung des Importers (`.env` oder `docker-compose.yml`):
| Einstellung | Empfohlener Wert | Hinweis |
|---|---|---|
| `PHP_MEMORY_LIMIT` | `512M` `2048M` | Docker-Umgebungsvariable. Erhöhen, wenn PHP mit „Allowed memory size exhausted" abbricht. |
| `CONNECTION_TIMEOUT` | `60` | Sekunden für den TCP-Verbindungsaufbau zu Firefly III. Standard ~31 s (π × 10). |
| `IGNORE_DUPLICATE_ERRORS` | `true` | Doppelte Transaktionswarnungen bei Wiederholungsimporten unterdrücken. |
**nginx Reverse Proxy** (falls vorhanden):
```nginx
proxy_read_timeout 600s; # muss länger sein als der längste Einzelblock-Import
client_max_body_size 64M; # muss die grösste Chunk-CSV abdecken
```
**Docker Compose** Beispiel:
```yaml
services:
firefly-importer:
environment:
- PHP_MEMORY_LIMIT=1024M
- CONNECTION_TIMEOUT=60
- IGNORE_DUPLICATE_ERRORS=true
```
---
### Verwendung
```bash
# Nur transformieren (kein Import)
php bin/transformer.php transform input.csv config/config.json
# Transformieren und in Firefly III importieren
php bin/transformer.php transform input.csv config/config.json --do-import
# Watch-Modus: automatisch transformieren und importieren bei neuer CSV
php bin/transformer.php auto-import config/config.json --watch
```
---
## Architektur
@ -619,7 +754,7 @@ diff config/config.json config/config.example.json
**v1.0.0 (03. Mai 2026)**
- ✅ Initial Release
- ✅ 13 Transformationstypen
- ✅ 14 Transformationstypen
- ✅ Metadaten-Extraktion mit Regex
- ✅ Debug-Modus
- ✅ Firefly III Integration (cli / docker / http)

213
README.md
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@ -31,7 +31,7 @@ The **Firefly Import Preprocessor** is a production-ready PHP preprocessor for b
**Full CSV transformation** with complex pipelines
**Metadata extraction** via regex (IBAN, currency, account name)
**13 transformation types** for flexible data processing
**14 transformation types** for flexible data processing
**Firefly III integration** — CLI, Docker, and HTTP upload
**Debug mode** for full processing transparency
**Production ready** with complete error handling
@ -217,8 +217,15 @@ php bin/transformer.php test input.csv config/config.json --debug
**outputAction:**
- `overwrite` — overwrite the source column
- `create` — create a new column (for regex extract, split, etc.)
| Value | Behaviour |
|---|---|
| `overwrite` | Replace the target column with the transformation result (default) |
| `create` | Write the result into a new output column |
| `append` | Concatenate the result to the end of the existing column value. Add `"appendDelimiter": " "` (any string) to insert a separator between the existing and new value — the delimiter is omitted when the target column is still empty |
| `append-if-not-empty` | Same as `append` (including optional `appendDelimiter`) but skips entirely when the transformation result is empty — safe for optional values such as tags or notes lines |
| `append-line` | Same as `append` but the separator is always a newline `\n`; no leading newline when the target is empty |
| `overwrite-if-empty` | Only write the result if the target column is currently empty |
| `overwrite-if-not-empty` | Only write the result if the transformation result is not empty |
#### `directories` — File system
@ -242,39 +249,15 @@ php bin/transformer.php test input.csv config/config.json --debug
#### `fireflyImport` — Firefly III integration
The operating mode is controlled by the `mode` field. Possible values: `cli`, `docker`, `http`.
Full details and examples: [Firefly III Integration](#firefly-iii-integration).
Optional. When present, passing `--do-import` to the `transform` command (or using `auto-import`) will call the Firefly III Data Importer after the output CSV is written.
```json
{
"fireflyImport": {
"mode": "docker",
"jsonConfig": "/import/configs/ubs-import.json",
"importerCommand": "docker exec firefly-importer php artisan importer:import",
"autoImport": false,
"deleteAfterImport": false,
"timeout": 300
}
}
```
| Field | Type | Description |
| --- | --- | --- |
| `mode` | string | Operating mode: `cli` \| `docker` \| `http` (default: `cli`) |
| `jsonConfig` | string | Path to the Firefly III Data Importer JSON config file (format v3) |
| `importerCommand` | string | Full CLI command *(modes: cli, docker)* |
| `importerUrl` | string | URL of the Data Importer *(mode: http)* |
| `importerSecret` | string | `AUTO_IMPORT_SECRET` of the importer (min. 16 chars) *(mode: http)* |
| `autoImport` | boolean | Run import immediately after transformation |
| `deleteAfterImport` | boolean | Delete transformed CSV after successful import |
| `timeout` | integer | Timeout in seconds (default: 300) |
| `environment` | object | Additional environment variables *(modes: cli, docker)* |
See [Firefly III Integration](#firefly-iii-integration) for the full field reference and mode-specific examples.
---
## Transformation Types
There are **13 supported transformation types** that can be combined as a pipeline:
There are **14 supported transformation types** that can be combined as a pipeline:
### 1. **trim** — Remove whitespace
@ -327,6 +310,8 @@ Capitalises the first letter after each word separator.
Separators: space, hyphen, apostrophe, slash, period, comma, semicolon, colon, parentheses.
> **Guard:** If the input already contains *both* uppercase and lowercase letters (mixed-case), it is returned unchanged. This prevents accidentally re-casing intentionally formatted strings such as `"Coop pronto chur"`. Fully uppercase or fully lowercase inputs are always processed.
---
### 5. **replace** — String replacement
@ -455,6 +440,94 @@ Useful for grouping steps as a logical unit within a `transformations` array.
---
### 14. **timeperiod** — Map time to a period label
Parses a time string and returns the label of the matching period range.
Supports midnight-spanning ranges (e.g. 22:0003:59).
Returns `default` (empty string by default) when no range matches or the input is invalid.
```json
{
"type": "timeperiod",
"timeFormat": "H:i:s",
"periods": [
{ "from": "04:00:00", "to": "08:59:59", "label": "Morgen" },
{ "from": "09:00:00", "to": "10:59:59", "label": "Vormittag" },
{ "from": "11:00:00", "to": "13:59:59", "label": "Mittag" },
{ "from": "14:00:00", "to": "17:59:59", "label": "Nachmittag" },
{ "from": "18:00:00", "to": "21:59:59", "label": "Abend" },
{ "from": "22:00:00", "to": "03:59:59", "label": "Nacht" }
],
"default": ""
}
```
- `"09:30:00"``"Vormittag"`
- `"23:00:00"``"Nacht"` (midnight-spanning range)
- `"02:00:00"``"Nacht"` (midnight-spanning range)
- `""` or unparseable input → `""`
`timeFormat` follows PHP's `DateTime::createFromFormat` syntax (default `H:i:s`).
---
### Row filtering — `skipIf`
Rows can be excluded from the output by adding a top-level `skipIf` key to the configuration.
The value is a filter node — either a bare condition or a nested `and`/`or` group.
**Bare condition:**
```json
"skipIf": { "column": "Buchungstext", "operator": "equals", "value": "Saldovortrag" }
```
**AND group:**
```json
"skipIf": {
"and": [
{ "column": "Beschreibung1", "operator": "empty" },
{ "column": "Beschreibung2", "operator": "empty" }
]
}
```
**Nested AND / OR:**
```json
"skipIf": {
"or": [
{ "column": "Amount", "operator": "gt", "value": "10000" },
{
"and": [
{ "column": "Type", "operator": "equals", "value": "Saldo" },
{ "column": "Notes", "operator": "empty" }
]
}
]
}
```
**Supported operators:**
| Operator | Matches when… |
|---|---|
| `empty` | column value is empty string |
| `not-empty` | column value is not empty |
| `equals` | column value equals `"value"` |
| `not-equals` | column value does not equal `"value"` |
| `contains` | column value contains `"value"` |
| `not-contains` | column value does not contain `"value"` |
| `matches` | column value matches regex `"pattern"` |
| `not-matches` | column value does not match regex `"pattern"` |
| `gt` | `(float) column > (float) value` |
| `gte` | `(float) column >= (float) value` |
| `lt` | `(float) column < (float) value` |
| `lte` | `(float) column <= (float) value` |
---
### Pipeline example
Multiple transformations chained:
@ -505,6 +578,7 @@ php bin/transformer.php <command> [input] [config] [options]
| `--debug`, `-d` | Enable debug mode |
| `--rows=N` | Max. N rows (`test` command) |
| `--output=FILE`, `-o` | Output path |
| `--do-import` | Import into Firefly III after transformation (`transform` only) |
| `--strict` | Strict validation |
| `--watch` | Continuous monitoring |
| `--interval=SEC` | Check interval in seconds (default: 60) |
@ -570,6 +644,26 @@ Recommended approach: upload a sample CSV once in the Firefly III Data Importer
---
### `fireflyImport` field reference
| Field | Type | Description |
| --- | --- | --- |
| `mode` | string | Operating mode: `cli` \| `docker` \| `http` (default: `cli`) |
| `jsonConfig` | string | Path to the Firefly III Data Importer JSON config file (format v3). For `cli` and `http` modes the file must exist locally; relative paths are resolved from the **working directory** where `php bin/transformer.php` is invoked (typically the project root). For `docker` mode the path is **inside the container** — local existence is not checked. |
| `importerCommand` | string | Full CLI command *(modes: cli, docker)* |
| `importerUrl` | string | URL of the Data Importer *(mode: http)* |
| `personalSecret` | string | The `AUTO_IMPORT_SECRET` set on the importer server (min. 16 chars). Sent as `?secret=` URL query parameter. *(mode: http)* |
| `accessToken` | string | Firefly III Personal Access Token. Sent as `Authorization: Bearer` header. Required if not already set as `FIREFLY_III_ACCESS_TOKEN` in the importer environment. *(mode: http)* |
| `deleteAfterImport` | boolean | Delete transformed CSV after successful import |
| `chunkSize` | integer | Split the CSV into chunks of at most N data rows and import each chunk as a separate request. Prevents server-side timeouts on large files (rule of thumb: ~34 s/transaction for HTTP mode). `0` or absent = no chunking (default). Applies to all modes. |
| `chunkRetries` | integer | Number of additional import attempts per chunk after the first. On failure the importer retries up to this many times before aborting. `0` or absent = no retry (default). Only effective when `chunkSize > 0`. |
| `chunkRetryDelay` | integer | Pause in seconds before each chunk request after the first, and between retry attempts for the same failed chunk. Addresses both inter-chunk cooldown and retry back-off. `0` or absent = no pause (default). Only effective when `chunkSize > 0`. |
| `connectionTimeout` | integer | Maximum seconds to wait for the TCP connection to the importer to be established. Distinct from `timeout` (full transfer duration). Default: `10`. *(mode: http only)* |
| `timeout` | integer | Timeout in seconds per request (default: 300). For chunked imports this applies per chunk, not for the total run. |
| `environment` | object | Additional environment variables *(modes: cli, docker)* |
---
### Mode `cli` — Transformer and Firefly on the same server
Both the transformer and the Firefly III Data Importer run on the same server. The transformer calls the importer directly as a local command.
@ -579,8 +673,10 @@ Both the transformer and the Firefly III Data Importer run on the same server. T
"mode": "cli",
"jsonConfig": "/opt/firefly-data-importer/storage/configurations/ubs-import.json",
"importerCommand": "php /opt/firefly-data-importer/artisan importer:import",
"autoImport": true,
"deleteAfterImport": false,
"chunkSize": 50,
"chunkRetries": 3,
"chunkRetryDelay": 10,
"timeout": 300,
"environment": {
"FIREFLY_III_URL": "https://localhost",
@ -616,8 +712,10 @@ services:
"mode": "docker",
"jsonConfig": "/import/configs/ubs-import.json",
"importerCommand": "docker exec firefly-importer php artisan importer:import",
"autoImport": true,
"deleteAfterImport": false,
"chunkSize": 50,
"chunkRetries": 3,
"chunkRetryDelay": 10,
"timeout": 300
}
```
@ -638,7 +736,7 @@ The transformer runs locally; the Firefly III Data Importer is reachable over HT
```text
CAN_POST_FILES=true
AUTO_IMPORT_SECRET=<secret> # at least 16 characters
AUTO_IMPORT_SECRET=<secret> # at least 16 characters — set this as personalSecret in your config
```
**Local requirement:** PHP extension `ext-curl`
@ -647,25 +745,60 @@ AUTO_IMPORT_SECRET=<secret> # at least 16 characters
"fireflyImport": {
"mode": "http",
"importerUrl": "https://importer.your-server.com",
"importerSecret": "your-auto-import-secret-min-16-chars",
"jsonConfig": "/local/path/to/ubs-import.json",
"autoImport": true,
"personalSecret": "your-auto-import-secret-min-16-chars",
"accessToken": "your-firefly-iii-personal-access-token",
"jsonConfig": "config/ubs-import.json",
"deleteAfterImport": false,
"chunkSize": 50,
"chunkRetries": 3,
"chunkRetryDelay": 10,
"connectionTimeout": 10,
"timeout": 300
}
```
The transformer sends files to `POST {importerUrl}/autoupload`. The JSON config lives locally — the transformer uploads it together with the CSV. No volume mount or SSH access to the remote server is required.
The transformer sends a `POST` request to `{importerUrl}/autoupload?secret={personalSecret}` with the CSV and JSON config as multipart form fields. The `accessToken` is sent as `Authorization: Bearer`. If `FIREFLY_III_ACCESS_TOKEN` is already set in the importer's environment, `accessToken` can be omitted.
---
### Server-side tuning
For large imports the bottleneck is usually the Firefly III Data Importer server, not the transformer. The settings below belong in the importer's environment (`.env` or `docker-compose.yml`):
| Setting | Recommended value | Notes |
|---|---|---|
| `PHP_MEMORY_LIMIT` | `512M` `2048M` | Docker env var. Raise when PHP crashes with "Allowed memory size exhausted". |
| `CONNECTION_TIMEOUT` | `60` | Seconds to wait for TCP connect to Firefly III API. Default is ~31 s (π × 10). |
| `IGNORE_DUPLICATE_ERRORS` | `true` | Suppress duplicate-transaction warnings on repeated imports. |
**nginx reverse proxy** (if applicable):
```nginx
proxy_read_timeout 600s; # must exceed the longest single-chunk import time
client_max_body_size 64M; # must accommodate your largest chunk CSV
```
**Docker Compose** example:
```yaml
services:
firefly-importer:
environment:
- PHP_MEMORY_LIMIT=1024M
- CONNECTION_TIMEOUT=60
- IGNORE_DUPLICATE_ERRORS=true
```
---
### Usage
```bash
# Transformation + automatic import (when autoImport=true)
# Transform only (no import)
php bin/transformer.php transform input.csv config/config.json
# Watch mode: trigger on new CSV in source directory
# Transform and import into Firefly III
php bin/transformer.php transform input.csv config/config.json --do-import
# Watch mode: transform and import automatically for each new CSV in source directory
php bin/transformer.php auto-import config/config.json --watch
```
@ -838,7 +971,7 @@ done
**v1.0.0 (03 May 2026)**
- ✅ Initial release
- ✅ 13 transformation types
- ✅ 14 transformation types
- ✅ Metadata extraction via regex
- ✅ Debug mode
- ✅ Firefly III integration (cli / docker / http)

View File

@ -16,6 +16,7 @@ require_once __DIR__ . '/../vendor/autoload.php';
use UbsCsvTransformer\TransformerEngine;
use UbsCsvTransformer\ConfigurationLoader;
use UbsCsvTransformer\FireflyImporter;
use UbsCsvTransformer\DebugLogger;
// ============================================================================
// CLI argument processing
@ -99,10 +100,10 @@ KOMMANDOS:
Transformiert eine komplette CSV-Datei
Optionen:
--output=FILE, -o Output-Pfad (Standard: input-transformed.csv)
--no-import Nicht automatisch in Firefly III importieren
--do-import Nach der Transformation in Firefly III importieren
Beispiel:
transformer transform ubs-export.csv config.json
transformer transform ubs-export.csv config.json -o import.csv
transformer transform ubs-export.csv config.json --do-import
validate [config] [options]
Validiert die Konfigurationsdatei
@ -221,10 +222,10 @@ COMMANDS:
Transforms a complete CSV file
Options:
--output=FILE, -o Output path (default: input-transformed.csv)
--no-import Do not automatically import into Firefly III
--do-import Import into Firefly III after transformation
Example:
transformer transform ubs-export.csv config.json
transformer transform ubs-export.csv config.json -o import.csv
transformer transform ubs-export.csv config.json --do-import
validate [config] [options]
Validates the configuration file
@ -427,6 +428,10 @@ function handleTest(int $argc, array $argv): void
echo "\n💾 Output-Datei: $outputFile\n";
}
if ($debug) {
echo DebugLogger::format(true);
}
echo "\n✅ Test erfolgreich!\n\n";
}
@ -445,6 +450,8 @@ function handleTransform(int $argc, array $argv): void
$debug = isset($options['debug']) || isset($options['d']);
$outputFile = $options['output'] ?? $options['o'] ?? null;
$doImport = isset($options['do-import']);
$resetImport = isset($options['reset-import']);
if (!file_exists($inputFile)) {
throw new Exception("Input file not found: $inputFile");
@ -453,11 +460,11 @@ function handleTransform(int $argc, array $argv): void
throw new Exception("Configuration file not found: $configFile");
}
echo "\n🚀 TRANSFORMATION STARTEN\n";
echo "\n🚀 TRANSFORMATION\n";
echo "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━\n";
$configLoader = new ConfigurationLoader($configFile);
$configLoader->load();
$config = $configLoader->load();
// --output overrides target directory and filename from configuration
if ($outputFile !== null) {
@ -469,11 +476,158 @@ function handleTransform(int $argc, array $argv): void
$engine = new TransformerEngine($configLoader, $debug);
$result = $engine->transform($inputFile);
echo "✅ Transformation erfolgreich!\n";
echo " Output-Datei: " . ($result['outputFile'] ?? 'N/A') . "\n";
echo " Zeilen transformiert: " . ($result['rowsProcessed'] ?? 0) . "\n";
echo "✅ Transformation complete!\n";
echo " Output file: " . ($result['outputFile'] ?? 'N/A') . "\n";
echo " Rows transformed: " . ($result['rowsProcessed'] ?? 0) . "\n";
echo "\n✅ Fertig!\n\n";
if ($doImport) {
if (!empty($config['fireflyImport'])) {
echo "\n🚀 FIREFLY III IMPORT\n";
echo "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━\n";
$fireflyConfig = $config['fireflyImport'];
$importer = new FireflyImporter($fireflyConfig);
$outputCsv = $result['outputFile'] ?? '';
if ($resetImport) {
$importer->resetImportState($outputCsv);
echo " Import state cleared — starting fresh.\n";
} elseif ($importer->hasResumeState($outputCsv)) {
$stateRaw = @file_get_contents($outputCsv . '.ffi-state.json');
$stateData = is_string($stateRaw) ? json_decode($stateRaw, true) : null;
if (is_array($stateData)) {
$doneSoFar = count((array) ($stateData['completed_chunks'] ?? []));
$totalSoFar = (int) ($stateData['total_chunks'] ?? 0);
echo " Resuming previous import: {$doneSoFar}/{$totalSoFar} chunks already completed.\n";
echo " Add --reset-import to start over from scratch.\n";
}
}
$inChunkedMode = false;
// Detect the system timezone: PHP CLI often defaults to UTC even when the OS
// is configured otherwise. Read /etc/localtime symlink to get the real zone.
$localTzName = date_default_timezone_get();
if (is_link('/etc/localtime')) {
$link = (string) readlink('/etc/localtime');
if (preg_match('#zoneinfo/(.+)$#', $link, $tzMatch) === 1) {
$localTzName = $tzMatch[1];
}
}
$localTz = new \DateTimeZone($localTzName);
$importer->setProgressCallback(
function (string $event, array $data) use (&$inChunkedMode, $localTz): void {
static $chunkHadRetry = false;
$ts = '[' . (new \DateTimeImmutable('now', $localTz))->format('H:i:s') . ']';
if ($event === 'chunk_start') {
$inChunkedMode = true;
$chunkHadRetry = false;
echo "{$ts} Chunk {$data['chunk']}/{$data['total']} ({$data['rows']} rows)...";
flush();
} elseif ($event === 'chunk_done') {
$d = round((float) ($data['result']['duration'] ?? 0), 1);
$status = $data['result']['success'] ? 'done' : 'failed';
if ($chunkHadRetry) {
// After retries the line is already terminated — print a full new line
echo "{$ts} Chunk {$data['chunk']}/{$data['total']}: {$status} ({$d}s)\n";
} else {
echo " {$status} ({$d}s)\n";
}
flush();
} elseif ($event === 'chunk_retry') {
$chunkHadRetry = true;
$err = (string) ($data['error'] ?? '');
$msg = $err !== '' ? "{$err}" : '';
echo "\n 🔄 {$ts} Chunk {$data['chunk']}/{$data['total']}: attempt {$data['attempt']}/{$data['max_attempts']} failed{$msg}\n";
flush();
} elseif ($event === 'chunk_delay') {
$ctx = ($data['context'] ?? '') === 'retry' ? 'retry' : 'next chunk';
echo "{$ts} Waiting {$data['seconds']}s before {$ctx}...\n";
flush();
} elseif ($event === 'chunk_skip') {
echo "{$ts} Chunk {$data['chunk']}/{$data['total']} already completed — skipping\n";
flush();
} elseif ($event === 'request_start' && !$inChunkedMode) {
echo "{$ts} Sending to importer...\n";
flush();
}
}
);
$outputDelimiter = (string) ($config['csvStructure']['outputDelimiter'] ?? ',');
$importResult = $importer->importChunked($outputCsv, $outputDelimiter);
$duration = $importResult['duration'] ?? null;
$chunks = $importResult['chunks'] ?? null;
$summary = $importResult['summary'] ?? null;
if ($importResult['success']) {
if (is_array($summary)) {
$created = $summary['created'] ?? 0;
$byType = $summary['by_type'] ?? [];
$completed = $summary['completed'] ?? false;
$duplicates = $summary['duplicates'] ?? 0;
$errors = $summary['errors'] ?? [];
$status = $completed ? '✅ Import complete!' : '⚠️ Import finished (no "Done!" marker received)';
echo $status . ($duration !== null ? " ({$duration}s)" : '') . "\n";
echo " Transactions created: {$created}\n";
$typeLabels = ['deposit' => 'Deposits', 'withdrawal' => 'Withdrawals', 'transfer' => 'Transfers'];
foreach ($byType as $type => $count) {
$label = $typeLabels[$type] ?? ucfirst($type);
echo " {$label}: {$count}\n";
}
if ($duplicates > 0) {
echo " ⚠️ Duplicates skipped: {$duplicates}\n";
}
if (!empty($errors)) {
$errorCount = count($errors);
echo " ❌ Errors ({$errorCount}):\n";
foreach ($errors as $err) {
echo " - {$err}\n";
}
}
} else {
echo "✅ Import complete!" . ($duration !== null ? " ({$duration}s)" : '') . "\n";
if (!empty($importResult['output']['stdout'])) {
echo $importResult['output']['stdout'] . "\n";
}
}
} else {
$errorMsg = $importResult['error']
?? ('HTTP ' . ($importResult['exit_code'] ?? '?'));
$chunksData = $importResult['chunks'] ?? null;
if (is_array($chunksData) && $chunksData['total'] > 1) {
$failedChunk = $chunksData['done'] + 1;
echo "❌ Import failed at chunk {$failedChunk}/{$chunksData['total']}: {$errorMsg}\n";
echo " Run the same command again to resume from where it stopped.\n";
echo " Add --reset-import to start over from scratch.\n";
} else {
echo "❌ Import failed: {$errorMsg}\n";
}
// Only dump the raw response body in debug mode
if ($debug && !empty($importResult['output']['stdout'])) {
echo $importResult['output']['stdout'] . "\n";
}
if (!empty($importResult['output']['stderr'])) {
echo $importResult['output']['stderr'] . "\n";
}
}
} else {
echo "\n⚠️ --do-import specified but no fireflyImport section found in config.\n";
}
}
if ($debug) {
echo DebugLogger::format(true);
}
echo "\n✅ Done!\n\n";
}
/**

View File

@ -207,6 +207,10 @@
"autoImport": false,
"deleteAfterImport": false,
"chunkSize": 0,
"chunkRetries": 0,
"chunkRetryDelay": 0,
"connectionTimeout": 10,
"timeout": 300,
"environment": {

View File

@ -0,0 +1,79 @@
{
"version": 3,
"source": "ff3-importer-2.1.1",
"created_at": "2026-05-04T22:22:39+02:00",
"date": "Y-m-d",
"default_account": 1,
"delimiter": "comma",
"headers": true,
"rules": true,
"webhooks": true,
"skip_form": false,
"add_import_tag": true,
"roles": [
"amount_debit",
"amount_credit",
"date_transaction",
"date_process",
"opposing-name",
"tags-comma",
"description",
"opposing-iban",
"opposing-number",
"note",
"account-iban",
"currency-code"
],
"do_mapping": [
false,
false,
false,
false,
false,
false,
false,
false,
false,
false,
false,
false
],
"mapping": {},
"duplicate_detection_method": "classic",
"ignore_duplicate_lines": false,
"unique_column_index": 0,
"unique_column_type": "note",
"pseudo_identifier": [],
"flow": "file",
"content_type": "csv",
"camt_type": "",
"custom_tag": "test001",
"identifier": "0",
"connection": "0",
"ignore_spectre_categories": false,
"grouped_transaction_handling": "",
"use_entire_opposing_address": false,
"map_all_data": true,
"pending_transactions": false,
"access_token": "",
"accounts": {},
"new_accounts": [],
"date_range": "",
"date_range_number": 30,
"date_range_unit": "d",
"date_range_not_after_unit": "",
"date_range_not_after_number": 0,
"date_not_before": "",
"date_not_after": "",
"nordigen_country": "",
"nordigen_bank": "",
"nordigen_requisitions": {},
"nordigen_max_days": "90",
"lunch_flow_api_key": "",
"enable_banking_country": "",
"enable_banking_bank": "",
"enable_banking_auth_id": "",
"enable_banking_sessions": [],
"conversion": false,
"ignore_duplicate_transactions": true
}

View File

@ -9,21 +9,27 @@ namespace UbsCsvTransformer;
* - map: Copy/rename column (default)
* - replace: String replacement (str_replace)
* - regex: Regex replace via preg_replace (backreferences: $1, $2 )
* - dateformat: Date formatting
* - dateformat: Date formatting (toFormat: 'l' yields English weekday name)
* - split: Split column at delimiter
* - regexextract: Extract using regex
* - trim: Remove whitespace
* - uppercase: Convert to uppercase
* - lowercase: Convert to lowercase
* - ucwordsfirst: Capitalise first letter after word boundaries
* - ucwordsfirst: Capitalise first letter after word boundaries (only when input
* has no lowercase letters; strings already mixed-case are returned
* unchanged)
* - truncate: Truncate string to maximum length
* - constantvalue: Constant value from metadata
* - pipeline: Chain multiple transformations (via steps[])
* - custom: Custom PHP callback
* - timeperiod: Map a time string to a period label (morning, evening, )
*
* Supported outputAction values:
* - create / overwrite: Set target column (default)
* - append: Append value
* - append: Append value directly; optional "appendDelimiter" inserts a separator
* between existing and new value (skipped when target is still empty)
* - append-if-not-empty: Like append, but skips entirely when the transformation result is
* empty (safe for optional values like tags and notes lines)
* - append-line: Append value on new line (no leading newline if target is empty)
* - overwrite-if-empty: Only set if target column is empty
* - overwrite-if-not-empty: Only set if transformation result is not empty
@ -124,7 +130,22 @@ class ColumnTransformer
// Apply output action
switch ($outputAction) {
case 'append':
$transformedRow[$targetColumn] = ($transformedRow[$targetColumn] ?? '') . $resultValue;
$existing = $transformedRow[$targetColumn] ?? '';
if (isset($config['appendDelimiter']) && $existing !== '') {
$transformedRow[$targetColumn] = $existing . (string) $config['appendDelimiter'] . $resultValue;
} else {
$transformedRow[$targetColumn] = $existing . $resultValue;
}
break;
case 'append-if-not-empty':
if ($resultValue !== '') {
$existing = $transformedRow[$targetColumn] ?? '';
if (isset($config['appendDelimiter']) && $existing !== '') {
$transformedRow[$targetColumn] = $existing . (string) $config['appendDelimiter'] . $resultValue;
} else {
$transformedRow[$targetColumn] = $existing . $resultValue;
}
}
break;
case 'append-line':
// Append value on new line; no leading newline if target is empty
@ -205,6 +226,9 @@ class ColumnTransformer
case 'pipeline':
return $this->transformPipeline($value, $config);
case 'timeperiod':
return $this->transformTimePeriod($value, $config);
case 'truncate':
$maxLength = (int)($config['maxLength'] ?? 255);
return mb_substr($value, 0, $maxLength, 'UTF-8');
@ -522,6 +546,14 @@ class ColumnTransformer
*/
private function transformUcwordsFirst(string $value, array $config = []): string
{
// Guard: if the string already contains both uppercase and lowercase letters
// (i.e. mixed-case), it has already been intentionally formatted — leave it alone.
// Fully-uppercase or fully-lowercase strings are still processed so that patterns
// like "lowercase → ucwordsfirst" continue to work as expected.
if (preg_match('/\p{Lu}/u', $value) && preg_match('/\p{Ll}/u', $value)) {
return $value;
}
// Step 1: Convert everything to lowercase
$value = mb_strtolower($value, 'UTF-8');
@ -740,4 +772,79 @@ class ColumnTransformer
{
return count(array_unique($this->outputColumns));
}
/**
* Time-period transformer
*
* Maps a time string to a period label via a configurable list of ranges.
* Supports midnight-spanning ranges (e.g. "22:00:00" to "03:59:59").
* Returns the configured default (empty string by default) when no range matches
* or the input cannot be parsed.
*
* Configuration:
* ```json
* {
* "type": "timeperiod",
* "timeFormat": "H:i:s",
* "periods": [
* {"from": "04:00:00", "to": "08:59:59", "label": "Morgen"},
* {"from": "22:00:00", "to": "03:59:59", "label": "Nacht"}
* ],
* "default": ""
* }
* ```
*
* @param string $value Time string to evaluate
* @param array<string, mixed> $config Transformation configuration
* @return string Period label or default
*/
private function transformTimePeriod(string $value, array $config): string
{
$default = (string) ($config['default'] ?? '');
$timeFormat = (string) ($config['timeFormat'] ?? 'H:i:s');
/** @var array<int, array<string, string>> $periods */
$periods = $config['periods'] ?? [];
if ($value === '' || empty($periods)) {
return $default;
}
$parsed = \DateTime::createFromFormat($timeFormat, $value);
if ($parsed === false) {
return $default;
}
// Represent time as total minutes from midnight for easy comparison
$minutes = (int) $parsed->format('H') * 60 + (int) $parsed->format('i');
foreach ($periods as $period) {
$fromStr = (string) ($period['from'] ?? '');
$toStr = (string) ($period['to'] ?? '');
$label = (string) ($period['label'] ?? '');
$fromParsed = \DateTime::createFromFormat($timeFormat, $fromStr);
$toParsed = \DateTime::createFromFormat($timeFormat, $toStr);
if ($fromParsed === false || $toParsed === false) {
continue;
}
$fromMin = (int) $fromParsed->format('H') * 60 + (int) $fromParsed->format('i');
$toMin = (int) $toParsed->format('H') * 60 + (int) $toParsed->format('i');
if ($fromMin <= $toMin) {
// Normal range (e.g. 04:00 08:59)
if ($minutes >= $fromMin && $minutes <= $toMin) {
return $label;
}
} else {
// Midnight-spanning range (e.g. 22:00 03:59)
if ($minutes >= $fromMin || $minutes <= $toMin) {
return $label;
}
}
}
return $default;
}
}

View File

@ -20,6 +20,9 @@ namespace UbsCsvTransformer;
* "importerCommand": "php /opt/firefly-data-importer/artisan importer:import",
* "autoImport": true,
* "deleteAfterImport": false,
* "chunkSize": 50,
* "chunkRetries": 3,
* "chunkRetryDelay": 10,
* "timeout": 300,
* "environment": {
* "FIREFLY_III_URL": "https://localhost",
@ -48,6 +51,9 @@ namespace UbsCsvTransformer;
* "importerCommand": "docker exec firefly-importer php artisan importer:import",
* "autoImport": true,
* "deleteAfterImport": false,
* "chunkSize": 50,
* "chunkRetries": 3,
* "chunkRetryDelay": 10,
* "timeout": 300
* }
*
@ -57,23 +63,53 @@ namespace UbsCsvTransformer;
* The transformer uploads CSV and JSON configuration via HTTP multipart upload to the
* Firefly III Data Importer. The importer must have these environment variables set:
* CAN_POST_FILES=true (allows file upload via API)
* AUTO_IMPORT_SECRET=<secret> (at least 16 characters, must match "importerSecret")
* AUTO_IMPORT_SECRET=<secret> (at least 16 characters, must match "accessToken")
*
* HTTP endpoint: POST {importerUrl}/autoupload
* Fields: secret (string), json (JSON config file), importable (CSV file)
* HTTP endpoint: POST {importerUrl}/autoupload?secret={accessToken}
* Headers: Accept: application/json
* Authorization: Bearer {personalSecret} (Firefly III Personal Access Token)
* Fields: json (JSON config file), importable (CSV file)
*
* Local requirement: PHP extension ext-curl must be available.
*
* "fireflyImport": {
* "mode": "http",
* "importerUrl": "https://importer.your-server.com",
* "importerSecret": "your-auto-import-secret-min-16-chars",
* "accessToken": "your-auto-import-secret-min-16-chars",
* "personalSecret": "your-firefly-iii-personal-access-token",
* "jsonConfig": "/local/path/to/ubs-import.json",
* "autoImport": true,
* "deleteAfterImport": false,
* "chunkSize": 50,
* "chunkRetries": 3,
* "chunkRetryDelay": 10,
* "connectionTimeout": 10,
* "timeout": 300
* }
*
* "chunkSize" (optional, default: 0 = disabled):
* Splits the transformed CSV into chunks of at most N data rows before
* uploading. Each chunk is sent as a separate import request. This avoids
* server-side timeouts on large files (rule of thumb: ~34 s/transaction).
* Chunks share the same header row. Temporary files are cleaned up after
* every chunk regardless of outcome. Applies to all three modes.
*
* "chunkRetries" (optional, default: 0 = no retry):
* Number of additional import attempts per chunk after the first. On failure
* the importer retries up to this many times before aborting. Only effective
* when chunkSize > 0.
*
* "chunkRetryDelay" (optional, default: 0 = no pause):
* Pause in seconds applied before each chunk request after the first, and
* between retry attempts for the same failed chunk. One knob for both
* inter-chunk cooldown and inter-retry back-off. Only effective when
* chunkSize > 0.
*
* "connectionTimeout" (optional, default: 10):
* Maximum seconds to wait for the TCP connection to the importer server to
* be established. Distinct from "timeout" (which limits the full transfer
* duration). Mode "http" only.
*
* ═══════════════════════════════════════════════════════════════════════════════
* COMMON SETUP REQUIREMENTS (all modes)
* ═══════════════════════════════════════════════════════════════════════════════
@ -98,11 +134,18 @@ class FireflyImporter
private string $jsonConfigPath;
private string $importerCommand;
private string $importerUrl;
private string $importerSecret;
private string $personalSecret;
private string $accessToken;
private bool $deleteAfterImport;
private int $timeout;
private int $chunkSize;
private int $chunkRetries;
private int $chunkRetryDelay;
private int $connectionTimeout;
/** @var array<string, string> */
private array $environment;
/** @var (callable(string, array<string, mixed>): void)|null */
private mixed $progressCallback = null;
/**
* @param array<string, mixed> $config Firefly import configuration
@ -143,10 +186,13 @@ class FireflyImporter
if (empty($this->importerUrl)) {
throw new \RuntimeException("Firefly Import: 'importerUrl' not configured (mode: http)");
}
$this->importerSecret = (string) ($config['importerSecret'] ?? '');
if (empty($this->importerSecret)) {
throw new \RuntimeException("Firefly Import: 'importerSecret' not configured (mode: http)");
// accessToken = AUTO_IMPORT_SECRET on the importer → sent as ?secret= URL query parameter
$this->accessToken = (string) ($config['accessToken'] ?? '');
if (empty($this->accessToken)) {
throw new \RuntimeException("Firefly Import: 'accessToken' not configured (mode: http)");
}
// personalSecret = Firefly III Personal Access Token → sent as Authorization: Bearer
$this->personalSecret = (string) ($config['personalSecret'] ?? '');
$this->importerCommand = '';
} else {
$this->importerCommand = (string) ($config['importerCommand'] ?? '');
@ -156,17 +202,45 @@ class FireflyImporter
);
}
$this->importerUrl = '';
$this->importerSecret = '';
$this->personalSecret = '';
$this->accessToken = '';
}
// Common optional fields
$this->deleteAfterImport = (bool) ($config['deleteAfterImport'] ?? false);
$this->timeout = (int) ($config['timeout'] ?? 300);
$this->chunkSize = max(0, (int) ($config['chunkSize'] ?? 0));
$this->chunkRetries = max(0, (int) ($config['chunkRetries'] ?? 0));
$this->chunkRetryDelay = max(0, (int) ($config['chunkRetryDelay'] ?? 0));
$this->connectionTimeout = max(1, (int) ($config['connectionTimeout'] ?? 10));
/** @var array<string, string> $env */
$env = $config['environment'] ?? [];
$this->environment = $env;
}
/**
* Sets an optional progress callback invoked at key points during import.
*
* Events and their $data keys:
* 'request_start' fired just before each blocking I/O call (HTTP or CLI). No data keys.
* 'chunk_start' fired before each chunk is imported.
* Keys: 'chunk' (int), 'total' (int), 'rows' (int)
* 'chunk_done' fired after each chunk import returns (success or failure).
* Keys: 'chunk' (int), 'total' (int), 'result' (array<string, mixed>)
* 'chunk_skip' fired when a chunk is skipped (already completed in a previous run).
* Keys: 'chunk' (int), 'total' (int)
* 'chunk_delay' fired just before an inter-chunk or inter-retry pause.
* Keys: 'chunk' (int), 'total' (int), 'seconds' (int), 'context' (string: 'between_chunks'|'retry')
* 'chunk_retry' fired after a failed attempt and before a retry sleep.
* Keys: 'chunk' (int), 'total' (int), 'attempt' (int), 'max_attempts' (int), 'error' (string)
*
* @param (callable(string, array<string, mixed>): void)|null $callback
*/
public function setProgressCallback(?callable $callback): void
{
$this->progressCallback = $callback;
}
/**
* Imports a transformed CSV file into Firefly III
*
@ -195,6 +269,444 @@ class FireflyImporter
return $this->importViaCli($csvFile);
}
/**
* Imports a CSV file in row-limited chunks, with resume support.
*
* Reads the output CSV, splits it into temporary files of at most
* $chunkSize data rows (header is repeated on every chunk), imports
* each chunk sequentially, then aggregates the results.
*
* Falls back to a plain import() call when chunkSize is 0 or the file
* has fewer rows than the chunk size.
*
* If a previous run was interrupted, a state file (<csvFile>.ffi-state.json)
* records which chunks completed. The next call automatically skips those
* chunks and resumes from the first incomplete one.
* On full success the state file is deleted. Use resetImportState() to
* force a fresh start regardless of any existing state.
*
* @param string $csvFile Path to the transformed CSV file
* @param string $delimiter CSV delimiter used in the file
* @return array<string, mixed> Aggregated import result
*/
public function importChunked(string $csvFile, string $delimiter = ','): array
{
if (!file_exists($csvFile)) {
return [
'success' => false,
'error' => "CSV file not found: {$csvFile}",
'output' => ['stdout' => '', 'stderr' => ''],
'exit_code' => -1,
];
}
if ($this->chunkSize <= 0) {
return $this->import($csvFile);
}
// Read the whole file into memory (it is already in the output dir)
$fp = fopen($csvFile, 'r');
if ($fp === false) {
return [
'success' => false,
'error' => "Cannot open CSV file: {$csvFile}",
'output' => ['stdout' => '', 'stderr' => ''],
'exit_code' => -1,
];
}
/** @var string[] $header */
$header = fgetcsv($fp, 0, $delimiter, '"', '\\') ?: [];
/** @var string[][] $rows */
$rows = [];
while (($row = fgetcsv($fp, 0, $delimiter, '"', '\\')) !== false) {
$rows[] = $row;
}
fclose($fp);
$totalRows = count($rows);
if ($totalRows === 0 || $totalRows <= $this->chunkSize) {
return $this->import($csvFile);
}
$chunks = array_chunk($rows, $this->chunkSize);
$totalChunks = count($chunks);
$tmpFiles = [];
$startAll = microtime(true);
// Load existing state (resume support) or initialise fresh
$state = $this->readState($csvFile, $totalRows);
if ($state === null) {
$state = [
'csv_file' => realpath($csvFile) ?: $csvFile,
'total_rows' => $totalRows,
'chunk_size' => $this->chunkSize,
'total_chunks' => $totalChunks,
'completed_chunks' => [],
'chunk_results' => [],
'created_at' => (new \DateTimeImmutable())->format(\DateTimeInterface::ATOM),
'updated_at' => (new \DateTimeImmutable())->format(\DateTimeInterface::ATOM),
];
} else {
DebugLogger::log(
'chunked_import',
'Resuming from state file',
['completed' => $state['completed_chunks'], 'total' => $totalChunks]
);
}
/** @var int[] $completedIndices */
$completedIndices = $state['completed_chunks'];
// Pre-populate results with stored summaries for already-completed chunks
/** @var array<int, array<string, mixed>> $results */
$results = [];
foreach ($completedIndices as $doneIndex) {
/** @var array<string, mixed> $stored */
$stored = $state['chunk_results'][(string) $doneIndex] ?? ['success' => true];
$results[$doneIndex] = $stored;
}
DebugLogger::log('chunked_import', "Splitting {$totalRows} rows into {$totalChunks} chunks of {$this->chunkSize}");
$lastImportedIndex = -1;
try {
foreach ($chunks as $index => $chunkRows) {
// Skip chunks already successfully imported in a previous run
if (in_array($index, $completedIndices, true)) {
DebugLogger::log('chunked_import', "Chunk " . ($index + 1) . "/{$totalChunks} already completed, skipping");
if ($this->progressCallback !== null) {
($this->progressCallback)('chunk_skip', [
'chunk' => $index + 1,
'total' => $totalChunks,
]);
}
continue;
}
// Delay between chunks: pause before every chunk after the first *actual* import
// (skipped/resumed chunks don't count — no need to delay before the first real request)
if ($lastImportedIndex >= 0 && $this->chunkRetryDelay > 0) {
DebugLogger::log(
'chunked_import',
"Delay: sleeping {$this->chunkRetryDelay}s before chunk " . ($index + 1) . "/{$totalChunks}"
);
if ($this->progressCallback !== null) {
($this->progressCallback)('chunk_delay', [
'chunk' => $index + 1,
'total' => $totalChunks,
'seconds' => $this->chunkRetryDelay,
'context' => 'between_chunks',
]);
}
sleep($this->chunkRetryDelay);
}
$chunkNum = $index + 1;
$tmpFile = tempnam(sys_get_temp_dir(), 'ffi_chunk_');
if ($tmpFile === false) {
throw new \RuntimeException('Could not create temporary chunk file');
}
$tmpFiles[] = $tmpFile;
// Write chunk CSV (header + data rows)
$out = fopen($tmpFile, 'w');
if ($out === false) {
throw new \RuntimeException("Could not write chunk file: {$tmpFile}");
}
fputcsv($out, $header, $delimiter, '"', '\\');
foreach ($chunkRows as $row) {
fputcsv($out, $row, $delimiter, '"', '\\');
}
fclose($out);
DebugLogger::log('chunked_import', "Importing chunk {$chunkNum}/{$totalChunks}", [
'rows' => count($chunkRows),
'file' => $tmpFile,
]);
if ($this->progressCallback !== null) {
($this->progressCallback)('chunk_start', [
'chunk' => $chunkNum,
'total' => $totalChunks,
'rows' => count($chunkRows),
]);
}
// Import with optional retry on failure — never retry on timeout (the server is already overloaded)
$maxAttempts = 1 + $this->chunkRetries;
$result = $this->import($tmpFile);
for ($attempt = 1; $attempt < $maxAttempts && !$result['success']; $attempt++) {
DebugLogger::log('chunked_import', "Chunk {$chunkNum}/{$totalChunks}: attempt {$attempt}/{$maxAttempts} failed, retrying", [
'error' => $result['error'] ?? '',
]);
if ($this->progressCallback !== null) {
($this->progressCallback)('chunk_retry', [
'chunk' => $chunkNum,
'total' => $totalChunks,
'attempt' => $attempt,
'max_attempts' => $maxAttempts,
'error' => (string) ($result['error'] ?? ''),
]);
}
if ($this->chunkRetryDelay > 0) {
if ($this->progressCallback !== null) {
($this->progressCallback)('chunk_delay', [
'chunk' => $chunkNum,
'total' => $totalChunks,
'seconds' => $this->chunkRetryDelay,
'context' => 'retry',
]);
}
sleep($this->chunkRetryDelay);
}
$result = $this->import($tmpFile);
}
$results[$index] = $result;
if ($this->progressCallback !== null) {
($this->progressCallback)('chunk_done', [
'chunk' => $chunkNum,
'total' => $totalChunks,
'result' => $result,
]);
}
if ($result['success']) {
$lastImportedIndex = $index;
// Persist progress so a subsequent run can resume
$completedIndices[] = $index;
$state['completed_chunks'] = $completedIndices;
$state['chunk_results'][(string) $index] = $result;
$state['updated_at'] = (new \DateTimeImmutable())->format(\DateTimeInterface::ATOM);
$this->writeState($csvFile, $state);
} else {
// All retry attempts exhausted — persist current state and abort remaining chunks
$state['updated_at'] = (new \DateTimeImmutable())->format(\DateTimeInterface::ATOM);
$this->writeState($csvFile, $state);
return $this->mergeChunkResults(array_values($results), microtime(true) - $startAll, $totalChunks);
}
}
} finally {
foreach ($tmpFiles as $f) {
if (file_exists($f)) {
@unlink($f);
}
}
}
// All chunks succeeded — clean up state and optionally delete the source CSV
$this->clearState($csvFile);
if ($this->deleteAfterImport) {
@unlink($csvFile);
}
return $this->mergeChunkResults(array_values($results), microtime(true) - $startAll, $totalChunks);
}
/**
* Deletes any existing import state file for the given CSV.
*
* Call this before importChunked() to force a fresh import regardless
* of a previously interrupted run.
*
* @param string $csvFile Path to the transformed CSV file
*/
public function resetImportState(string $csvFile): void
{
$this->clearState($csvFile);
}
/**
* Returns true when a resumable state file exists for the given CSV
* and its metadata (total rows, chunk size) still matches.
*
* @param string $csvFile Path to the transformed CSV file
*/
public function hasResumeState(string $csvFile): bool
{
if (!file_exists($csvFile)) {
return false;
}
// Count rows to validate the state
$fp = @fopen($csvFile, 'r');
if ($fp === false) {
return false;
}
$rowCount = 0;
while (fgetcsv($fp, 0, ',', '"', '\\') !== false) {
$rowCount++;
}
fclose($fp);
$totalRows = max(0, $rowCount - 1); // subtract header
return $this->readState($csvFile, $totalRows) !== null;
}
// ─── State-file helpers (resume support) ────────────────────────────────
/**
* Returns the path of the state file for a given CSV file.
*/
private function stateFilePath(string $csvFile): string
{
return $csvFile . '.ffi-state.json';
}
/**
* Reads and validates the state file for the given CSV.
*
* Returns null when:
* - the state file does not exist
* - the JSON is corrupt
* - csv_file, total_rows, or chunk_size do not match the current run
*
* @param string $csvFile Path to the transformed CSV file
* @param int $totalRows Number of data rows in the current CSV
* @return array<string, mixed>|null Decoded state or null
*/
private function readState(string $csvFile, int $totalRows): ?array
{
$path = $this->stateFilePath($csvFile);
if (!file_exists($path)) {
return null;
}
$raw = @file_get_contents($path);
if ($raw === false) {
return null;
}
/** @var array<string, mixed>|null $state */
$state = json_decode($raw, true);
if (!is_array($state)) {
DebugLogger::log('chunked_import', 'State file is corrupt (invalid JSON), starting fresh', ['path' => $path]);
return null;
}
$absPath = realpath($csvFile) ?: $csvFile;
if (
($state['csv_file'] ?? null) !== $absPath
|| (int) ($state['total_rows'] ?? -1) !== $totalRows
|| (int) ($state['chunk_size'] ?? -1) !== $this->chunkSize
) {
DebugLogger::log('chunked_import', 'State file metadata mismatch, starting fresh', [
'state_csv' => $state['csv_file'] ?? null,
'current_csv' => $absPath,
'state_total_rows' => $state['total_rows'] ?? null,
'current_total_rows' => $totalRows,
'state_chunk_size' => $state['chunk_size'] ?? null,
'current_chunk_size' => $this->chunkSize,
]);
return null;
}
return $state;
}
/**
* Atomically writes the state to disk (tmp rename) so a crash during
* the write cannot leave a corrupt state file.
*
* @param string $csvFile Path to the transformed CSV file
* @param array<string, mixed> $state State data to persist
*/
private function writeState(string $csvFile, array $state): void
{
$path = $this->stateFilePath($csvFile);
$tmpPath = $path . '.tmp';
$json = json_encode($state, JSON_UNESCAPED_UNICODE | JSON_PRETTY_PRINT);
if ($json === false) {
DebugLogger::log('chunked_import', 'Could not encode state to JSON, skipping state write');
return;
}
if (file_put_contents($tmpPath, $json) === false) {
DebugLogger::log('chunked_import', 'Could not write state tmp file', ['path' => $tmpPath]);
return;
}
if (!rename($tmpPath, $path)) {
@unlink($tmpPath);
DebugLogger::log('chunked_import', 'Could not rename state tmp file', ['tmp' => $tmpPath, 'target' => $path]);
}
}
/**
* Deletes the state file for the given CSV if it exists.
*
* @param string $csvFile Path to the transformed CSV file
*/
private function clearState(string $csvFile): void
{
$path = $this->stateFilePath($csvFile);
if (file_exists($path)) {
@unlink($path);
DebugLogger::log('chunked_import', 'State file deleted', ['path' => $path]);
}
}
// ─── Result aggregation ──────────────────────────────────────────────────
/**
* Merges per-chunk import results into a single aggregate result.
*
* @param array<int, array<string, mixed>> $results Per-chunk result arrays
* @param float $totalDuration Wall-clock seconds for all chunks
* @param int $totalChunks Total number of chunks attempted
* @return array<string, mixed>
*/
private function mergeChunkResults(array $results, float $totalDuration, int $totalChunks): array
{
$successCount = 0;
$created = 0;
/** @var array<string, int> $byType */
$byType = [];
$duplicates = 0;
$errors = [];
$completed = true;
foreach ($results as $r) {
if (!empty($r['success'])) {
$successCount++;
}
/** @var array{completed?: bool, created?: int, by_type?: array<string,int>, duplicates?: int, errors?: string[]}|null $s */
$s = $r['summary'] ?? null;
if (is_array($s)) {
$created += (int) ($s['created'] ?? 0);
$duplicates += (int) ($s['duplicates'] ?? 0);
if (!($s['completed'] ?? false)) {
$completed = false;
}
foreach (($s['by_type'] ?? []) as $type => $count) {
$byType[$type] = ($byType[$type] ?? 0) + (int) $count;
}
foreach (($s['errors'] ?? []) as $err) {
$errors[] = $err;
}
} elseif (!empty($r['error'])) {
$errors[] = $r['error'];
$completed = false;
}
}
$allSuccess = ($successCount === count($results));
return [
'success' => $allSuccess,
'chunks' => ['done' => $successCount, 'total' => $totalChunks],
'duration' => round($totalDuration, 2),
'summary' => [
'completed' => $completed,
'created' => $created,
'by_type' => $byType,
'duplicates' => $duplicates,
'errors' => $errors,
],
];
}
/**
* Import via command line (modes: cli, docker)
*
@ -222,6 +734,10 @@ class FireflyImporter
2 => ['pipe', 'w'],
];
if ($this->progressCallback !== null) {
($this->progressCallback)('request_start', []);
}
$process = proc_open($command, $descriptors, $pipes, null, $env);
if (!is_resource($process)) {
@ -280,7 +796,9 @@ class FireflyImporter
*/
private function importViaHttp(string $csvFile): array
{
$url = rtrim($this->importerUrl, '/') . '/autoupload';
// Secret goes as a URL query parameter per the Firefly III Data Importer API spec
// accessToken = AUTO_IMPORT_SECRET value configured on the importer server
$url = rtrim($this->importerUrl, '/') . '/autoupload?secret=' . urlencode($this->accessToken);
$ch = curl_init();
if ($ch === false) {
@ -292,31 +810,74 @@ class FireflyImporter
];
}
// POST fields: only the files (no secret field — it is in the URL)
$postFields = [
'secret' => $this->importerSecret,
'json' => new \CURLFile($this->jsonConfigPath),
'importable' => new \CURLFile($csvFile),
];
$headers = ['Accept: application/json'];
// personalSecret = Firefly III Personal Access Token → Authorization: Bearer
if ($this->personalSecret !== '') {
$headers[] = 'Authorization: Bearer ' . $this->personalSecret;
}
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $postFields);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
curl_setopt($ch, CURLOPT_CONNECTTIMEOUT, $this->connectionTimeout);
curl_setopt($ch, CURLOPT_TIMEOUT, $this->timeout);
curl_setopt($ch, CURLOPT_HTTPHEADER, $headers);
curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true);
// Log the request details when debug mode is on (redact secret from URL)
if (DebugLogger::isEnabled()) {
$redactedUrl = preg_replace('/secret=[^&]+/', 'secret=[REDACTED]', $url) ?? $url;
DebugLogger::log('http_import', 'cURL request', [
'url' => $redactedUrl,
'headers' => array_map(
static fn (string $h): string => str_starts_with($h, 'Authorization:')
? 'Authorization: Bearer [REDACTED]'
: $h,
$headers
),
'files' => [
'json' => $this->jsonConfigPath,
'importable' => $csvFile,
],
]);
}
if ($this->progressCallback !== null) {
($this->progressCallback)('request_start', []);
}
$startTime = microtime(true);
$response = curl_exec($ch);
$httpCode = (int) curl_getinfo($ch, CURLINFO_HTTP_CODE);
$curlError = curl_error($ch);
curl_close($ch);
$curlErrno = curl_errno($ch);
// Note: curl_close() is a no-op since PHP 8.0 and deprecated in PHP 8.5
$duration = microtime(true) - $startTime;
$responseBody = is_string($response) ? $response : '';
if (DebugLogger::isEnabled()) {
DebugLogger::log('http_import', 'cURL response', [
'http_code' => $httpCode,
'curl_error' => $curlError !== '' ? $curlError : null,
'duration_s' => round($duration, 3),
'body' => $this->extractErrorText($responseBody),
]);
}
if ($curlError !== '') {
// errno 28 = CURLE_OPERATION_TIMEDOUT (covers both CURLOPT_CONNECTTIMEOUT and CURLOPT_TIMEOUT)
return [
'success' => false,
'error' => "cURL error: {$curlError}",
'timed_out' => ($curlErrno === 28),
'output' => ['stdout' => '', 'stderr' => $curlError],
'exit_code' => -1,
'duration' => round($duration, 2),
@ -329,17 +890,115 @@ class FireflyImporter
@unlink($csvFile);
}
if (!$success) {
return [
'success' => $success,
'success' => false,
'error' => "HTTP {$httpCode}: " . $this->extractErrorText($responseBody),
'output' => ['stdout' => $responseBody, 'stderr' => ''],
'exit_code' => $httpCode,
'duration' => round($duration, 2),
'csv_file' => $csvFile,
];
}
return [
'success' => true,
'exit_code' => $httpCode,
'output' => ['stdout' => $responseBody, 'stderr' => ''],
'duration' => round($duration, 2),
'csv_file' => $csvFile,
'config_file' => $this->jsonConfigPath,
'deleted' => ($success && $this->deleteAfterImport),
'deleted' => $this->deleteAfterImport,
'summary' => $this->parseImportResponse($responseBody),
];
}
/**
* Parses the plain-text response from the Firefly III Data Importer.
*
* Handles two line formats:
* Created: Import index N: Created <type> [<a...>]#<id>[</a>] "<description>" (<currency> <amount>)
* Issue: Import index N: [aNNN]: <field>: <message>
*
* [aNNN] codes classified by message content:
* "Duplicate of transaction" counted as duplicate (skipped)
* anything else counted as error
*
* @param string $body Raw response body (may contain HTML links)
* @return array{completed: bool, created: int, by_type: array<string, int>, duplicates: int, errors: string[]}
*/
private function parseImportResponse(string $body): array
{
/** @var array<string, int> $counts */
$counts = [];
$errors = [];
$duplicates = 0;
$completed = false;
// Strip HTML tags first — some responses wrap transaction IDs in <a> links
$plain = strip_tags($body);
// Split on timestamp prefixes
$lines = preg_split('/\d{4}-\d{2}-\d{2} \d{2}:\d{2}:\d{2}: /', $plain, -1, PREG_SPLIT_NO_EMPTY);
if (!is_array($lines)) {
$lines = [trim($plain)];
}
foreach ($lines as $line) {
$line = trim($line);
if (preg_match('/^Import index \d+: Created (\w+) #\d+/', $line, $m)) {
// Successfully created transaction
$type = strtolower($m[1]);
$counts[$type] = ($counts[$type] ?? 0) + 1;
} elseif (preg_match('/^Import index \d+:.*\[a(\d+)\]:(.*)/s', $line, $m)) {
// [aNNN] = importer issue code; classify by message content, not code number
if (stripos($m[2], 'Duplicate of transaction') !== false) {
$duplicates++;
} else {
$errors[] = trim("[a{$m[1]}]:" . $m[2]);
}
} elseif (str_starts_with($line, 'Done!')) {
$completed = true;
} elseif (preg_match('/\b(error|failed|skipped)\b/i', $line)) {
$errors[] = $line;
}
}
return [
'completed' => $completed,
'created' => array_sum($counts),
'by_type' => $counts,
'duplicates' => $duplicates,
'errors' => $errors,
];
}
/**
* Extracts human-readable text from an HTML error response.
*
* Strips HTML tags (preferring the <body> content when present)
* and collapses whitespace so the result is a single readable line.
*
* @param string $html Raw HTTP response body
* @return string Plain-text summary, max 500 chars
*/
private function extractErrorText(string $html): string
{
$html = trim($html);
if ($html === '') {
return '(empty response)';
}
// If it looks like HTML, try to narrow down to <body> content
if (stripos($html, '<body') !== false) {
if (preg_match('/<body[^>]*>(.*?)<\/body>/si', $html, $m)) {
$html = $m[1];
}
}
$text = trim(preg_replace('/\s+/', ' ', strip_tags($html)) ?? '');
return $text !== '' ? mb_substr($text, 0, 500) : '(no text content in response)';
}
/**
* Builds the CLI import command (modes: cli, docker)
*
@ -442,7 +1101,7 @@ class FireflyImporter
$response = curl_exec($ch);
$httpCode = (int) curl_getinfo($ch, CURLINFO_HTTP_CODE);
$curlError = curl_error($ch);
curl_close($ch);
// Note: curl_close() is a no-op since PHP 8.0 and deprecated in PHP 8.5
return [
'available' => ($curlError === '' && $httpCode === 200),

161
src/RowFilter.php Normal file
View File

@ -0,0 +1,161 @@
<?php
namespace UbsCsvTransformer;
/**
* Evaluates row-filter conditions defined in the "skipIf" config key.
*
* A node is either:
*
* - A bare condition:
* { "column": "A", "operator": "empty" }
*
* - An AND group:
* { "and": [ <node>, <node>, ... ] }
*
* - An OR group:
* { "or": [ <node>, <node>, ... ] }
*
* Groups may be nested arbitrarily.
*
* Supported operators for conditions:
*
* | Operator | Matches when |
* |----------------|------------------------------------------------------|
* | empty | column value is empty string |
* | not-empty | column value is not empty |
* | equals | value === "value" (string compare) |
* | not-equals | value !== "value" |
* | contains | strpos(value, "value") !== false |
* | not-contains | strpos(value, "value") === false |
* | matches | preg_match("pattern", value) === 1 |
* | not-matches | preg_match("pattern", value) === 0 |
* | gt | (float) value > (float) "value" |
* | gte | (float) value >= (float) "value" |
* | lt | (float) value < (float) "value" |
* | lte | (float) value <= (float) "value" |
*
* Usage in config:
* ```json
* "skipIf": {
* "and": [
* { "column": "Beschreibung1", "operator": "empty" },
* { "column": "Beschreibung2", "operator": "empty" }
* ]
* }
* ```
*
* ```json
* "skipIf": {
* "or": [
* { "column": "Amount", "operator": "gt", "value": "10000" },
* { "and": [
* { "column": "Type", "operator": "equals", "value": "Saldo" },
* { "column": "Notes", "operator": "empty" }
* ]}
* ]
* }
* ```
*/
class RowFilter
{
/**
* Evaluates a filter node against a data row.
*
* Returns true when the row should be skipped.
*
* @param array<string, mixed> $node Filter node (condition or group)
* @param array<string, string> $row Data row with column values
*
* @throws \InvalidArgumentException on unknown operator
*/
public static function evaluate(array $node, array $row): bool
{
// AND group
if (isset($node['and'])) {
/** @var array<int, array<string, mixed>> $children */
$children = $node['and'];
foreach ($children as $child) {
if (!self::evaluate($child, $row)) {
return false;
}
}
return true;
}
// OR group
if (isset($node['or'])) {
/** @var array<int, array<string, mixed>> $children */
$children = $node['or'];
foreach ($children as $child) {
if (self::evaluate($child, $row)) {
return true;
}
}
return false;
}
// Bare condition
return self::evaluateCondition($node, $row);
}
/**
* Evaluates a single leaf condition.
*
* @param array<string, mixed> $condition
* @param array<string, string> $row
*
* @throws \InvalidArgumentException on unknown operator
*/
private static function evaluateCondition(array $condition, array $row): bool
{
$column = (string) ($condition['column'] ?? '');
$operator = strtolower((string) ($condition['operator'] ?? ''));
$colValue = (string) ($row[$column] ?? '');
$cmpValue = (string) ($condition['value'] ?? '');
$pattern = (string) ($condition['pattern'] ?? '');
switch ($operator) {
case 'empty':
return $colValue === '';
case 'not-empty':
return $colValue !== '';
case 'equals':
return $colValue === $cmpValue;
case 'not-equals':
return $colValue !== $cmpValue;
case 'contains':
return str_contains($colValue, $cmpValue);
case 'not-contains':
return !str_contains($colValue, $cmpValue);
case 'matches':
$delimited = '#' . str_replace('#', '\#', $pattern) . '#u';
return preg_match($delimited, $colValue) === 1;
case 'not-matches':
$delimited = '#' . str_replace('#', '\#', $pattern) . '#u';
return preg_match($delimited, $colValue) !== 1;
case 'gt':
return (float) $colValue > (float) $cmpValue;
case 'gte':
return (float) $colValue >= (float) $cmpValue;
case 'lt':
return (float) $colValue < (float) $cmpValue;
case 'lte':
return (float) $colValue <= (float) $cmpValue;
default:
throw new \InvalidArgumentException("Unknown RowFilter operator: '{$operator}'");
}
}
}

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@ -8,6 +8,7 @@ use UbsCsvTransformer\ConfigurationLoader;
use UbsCsvTransformer\MetadataExtractor;
use UbsCsvTransformer\ColumnTransformer;
use UbsCsvTransformer\FireflyImporter;
use UbsCsvTransformer\RowFilter;
/**
* Orchestrates the complete CSV transformation pipeline
@ -48,6 +49,9 @@ class TransformerEngine
{
$this->configLoader = $configLoader;
$this->debugMode = $debugMode;
if ($debugMode) {
DebugLogger::enable();
}
$config = $configLoader->getAll();
@ -163,12 +167,21 @@ class TransformerEngine
// Transform rows and collect them
$transformedData = [];
/** @var array<string, mixed>|null $skipIfNode */
$skipIfNode = $this->configLoader->get('skipIf', null);
foreach ($dataRows as $row) {
// Check if maxRows reached
if ($maxRows > 0 && $this->rowsProcessed >= $maxRows) {
break;
}
// Skip row if filter condition matches
if ($skipIfNode !== null && RowFilter::evaluate($skipIfNode, $row)) {
DebugLogger::log('transformer', 'Row skipped by skipIf filter', ['row' => $row]);
continue;
}
// Transform row
$transformedRow = $this->columnTransformer->transformRow($row);
$transformedData[] = $transformedRow;

View File

@ -435,6 +435,90 @@ class ColumnTransformerTest extends TestCase
$this->assertSame('Hello World', $result['B']);
}
public function testOutputActionAppendWithDelimiter(): void
{
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'append',
'appendDelimiter' => ', ',
], ['A' => 'World', 'B' => 'Hello']);
$this->assertSame('Hello, World', $result['B']);
}
public function testOutputActionAppendWithDelimiterSkippedWhenTargetEmpty(): void
{
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'append',
'appendDelimiter' => ', ',
], ['A' => 'Hello', 'B' => '']);
$this->assertSame('Hello', $result['B']);
}
public function testOutputActionAppendLine(): void
{
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'append-line',
], ['A' => 'Line2', 'B' => 'Line1']);
$this->assertSame("Line1\nLine2", $result['B']);
}
public function testOutputActionAppendLineNoLeadingNewlineWhenEmpty(): void
{
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'append-line',
], ['A' => 'Line1', 'B' => '']);
$this->assertSame('Line1', $result['B']);
}
public function testOutputActionOverwriteIfEmpty(): void
{
$resultEmpty = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'overwrite-if-empty',
], ['A' => 'new', 'B' => '']);
$this->assertSame('new', $resultEmpty['B']);
$resultFilled = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'overwrite-if-empty',
], ['A' => 'new', 'B' => 'existing']);
$this->assertSame('existing', $resultFilled['B']);
}
public function testOutputActionOverwriteIfNotEmpty(): void
{
$resultNotEmpty = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'overwrite-if-not-empty',
], ['A' => 'new', 'B' => 'old']);
$this->assertSame('new', $resultNotEmpty['B']);
$resultEmpty = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'overwrite-if-not-empty',
], ['A' => '', 'B' => 'old']);
$this->assertSame('old', $resultEmpty['B']);
}
// -------------------------------------------------------------------------
// multi-output split
// -------------------------------------------------------------------------
@ -504,4 +588,139 @@ class ColumnTransformerTest extends TestCase
$transformer->transformRow(['A' => '1', 'B' => '2', 'C' => '3']);
$this->assertSame(2, $transformer->getOutputColumns());
}
// -------------------------------------------------------------------------
// timeperiod
// -------------------------------------------------------------------------
/** @var array<int, array<string, string>> */
private array $testPeriods = [
['from' => '04:00:00', 'to' => '08:59:59', 'label' => 'Morgen'],
['from' => '09:00:00', 'to' => '10:59:59', 'label' => 'Vormittag'],
['from' => '11:00:00', 'to' => '13:59:59', 'label' => 'Mittag'],
['from' => '14:00:00', 'to' => '17:59:59', 'label' => 'Nachmittag'],
['from' => '18:00:00', 'to' => '21:59:59', 'label' => 'Abend'],
['from' => '22:00:00', 'to' => '03:59:59', 'label' => 'Nacht'],
];
public function testTimePeriodBasicMapping(): void
{
$result = $this->applyOne([
'sourceColumn' => 'Time',
'outputColumn' => 'Period',
'type' => 'timeperiod',
'timeFormat' => 'H:i:s',
'periods' => $this->testPeriods,
'default' => '',
], ['Time' => '09:30:00', 'Period' => '']);
$this->assertSame('Vormittag', $result['Period']);
}
public function testTimePeriodMidnightSpanning(): void
{
$result1 = $this->applyOne([
'sourceColumn' => 'Time',
'outputColumn' => 'Period',
'type' => 'timeperiod',
'timeFormat' => 'H:i:s',
'periods' => $this->testPeriods,
'default' => '',
], ['Time' => '23:00:00', 'Period' => '']);
$this->assertSame('Nacht', $result1['Period']);
$result2 = $this->applyOne([
'sourceColumn' => 'Time',
'outputColumn' => 'Period',
'type' => 'timeperiod',
'timeFormat' => 'H:i:s',
'periods' => $this->testPeriods,
'default' => '',
], ['Time' => '02:00:00', 'Period' => '']);
$this->assertSame('Nacht', $result2['Period']);
}
public function testTimePeriodNoMatch(): void
{
// 03:45 falls outside all labelled ranges except Nacht (00:00-03:59)
$result = $this->applyOne([
'sourceColumn' => 'Time',
'outputColumn' => 'Period',
'type' => 'timeperiod',
'timeFormat' => 'H:i:s',
'periods' => [
['from' => '09:00:00', 'to' => '17:59:59', 'label' => 'Day'],
],
'default' => 'Unknown',
], ['Time' => '03:45:00', 'Period' => '']);
$this->assertSame('Unknown', $result['Period']);
}
public function testTimePeriodInvalidInput(): void
{
$result = $this->applyOne([
'sourceColumn' => 'Time',
'outputColumn' => 'Period',
'type' => 'timeperiod',
'timeFormat' => 'H:i:s',
'periods' => $this->testPeriods,
'default' => 'N/A',
], ['Time' => '', 'Period' => '']);
$this->assertSame('N/A', $result['Period']);
}
// -------------------------------------------------------------------------
// ucwordsfirst guard
// -------------------------------------------------------------------------
public function testUcwordsFirstSkipsLowercase(): void
{
// Input already contains lowercase letters → must be returned unchanged
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'A',
'type' => 'ucwordsfirst',
], ['A' => 'Coop pronto chur']);
$this->assertSame('Coop pronto chur', $result['A']);
}
public function testUcwordsFirstAppliesAllCaps(): void
{
// Fully uppercase input → capitalise first letter of each word
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'A',
'type' => 'ucwordsfirst',
], ['A' => 'COOP PRONTO']);
$this->assertSame('Coop Pronto', $result['A']);
}
// -------------------------------------------------------------------------
// append-if-not-empty
// -------------------------------------------------------------------------
public function testAppendIfNotEmptySkipsEmpty(): void
{
// Result is empty → target column must remain unchanged
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'append-if-not-empty',
'appendDelimiter' => ' ',
], ['A' => '', 'B' => 'existing']);
$this->assertSame('existing', $result['B']);
}
public function testAppendIfNotEmptyAppendsNonEmpty(): void
{
// Non-empty result → appended with delimiter
$result = $this->applyOne([
'sourceColumn' => 'A',
'outputColumn' => 'B',
'type' => 'map',
'outputAction' => 'append-if-not-empty',
'appendDelimiter' => ' ',
], ['A' => 'new', 'B' => 'existing']);
$this->assertSame('existing new', $result['B']);
}
}

View File

@ -0,0 +1,414 @@
<?php
namespace UbsCsvTransformer\Tests;
use PHPUnit\Framework\TestCase;
use UbsCsvTransformer\FireflyImporter;
use UbsCsvTransformer\DebugLogger;
/**
* Tests for the chunked-import state file / resume feature.
*
* Strategy: subclass FireflyImporter and override import() so no real HTTP or
* CLI call is made. The override is configured per test via a callable queue.
*/
class FireflyImporterChunkStateTest extends TestCase
{
/** @var string Temporary directory for CSV and state files */
private string $tmpDir;
/** @var string Path to a throwaway JSON config file */
private string $jsonConfig;
protected function setUp(): void
{
DebugLogger::reset();
$this->tmpDir = sys_get_temp_dir() . '/ffi_state_test_' . uniqid('', true);
mkdir($this->tmpDir, 0700, true);
// Minimal Firefly importer config (format v3)
$configData = [
'version' => 3,
'flow' => 'csv',
'roles' => ['amount'],
'default_account' => 1,
];
$this->jsonConfig = $this->tmpDir . '/ff-config.json';
file_put_contents($this->jsonConfig, json_encode($configData));
}
protected function tearDown(): void
{
// Remove all temp files
foreach (glob($this->tmpDir . '/*') ?: [] as $f) {
@unlink($f);
}
@rmdir($this->tmpDir);
}
// ─── Helpers ─────────────────────────────────────────────────────────────
/**
* Creates an importer stub whose import() calls return results from $queue
* in order. Each element of the queue is either true (success) or false (failure).
*
* @param array<bool> $importResultQueue
* @param int $chunkSize
*/
private function makeImporter(array $importResultQueue, int $chunkSize): FireflyImporter
{
$config = [
'mode' => 'http',
'importerUrl' => 'https://example.com',
'accessToken' => 'test-secret-1234567',
'personalSecret' => 'test-pat',
'jsonConfig' => $this->jsonConfig,
'chunkSize' => $chunkSize,
];
$queue = $importResultQueue;
return new class ($config, $queue) extends FireflyImporter {
/** @var array<bool> */
private array $queue;
/** @param array<bool> $queue */
public function __construct(array $config, array $queue)
{
parent::__construct($config);
$this->queue = $queue;
}
public function import(string $csvFile): array
{
$success = array_shift($this->queue) ?? true;
if ($success) {
return [
'success' => true,
'exit_code' => 200,
'output' => ['stdout' => '', 'stderr' => ''],
'duration' => 1.0,
'csv_file' => $csvFile,
'summary' => [
'completed' => true,
'created' => 1,
'by_type' => ['withdrawal' => 1],
'duplicates' => 0,
'errors' => [],
],
];
}
return [
'success' => false,
'error' => 'Simulated failure',
'output' => ['stdout' => '', 'stderr' => ''],
'exit_code' => 500,
];
}
};
}
/**
* Writes a CSV with $dataRows data rows (each row has two columns).
*/
private function writeCsv(string $path, int $dataRows): void
{
$fp = fopen($path, 'w');
assert($fp !== false);
fputcsv($fp, ['col_a', 'col_b'], ',', '"', '\\');
for ($i = 1; $i <= $dataRows; $i++) {
fputcsv($fp, ["val_a_{$i}", "val_b_{$i}"], ',', '"', '\\');
}
fclose($fp);
}
private function stateFile(string $csvPath): string
{
return $csvPath . '.ffi-state.json';
}
// ─── Tests ───────────────────────────────────────────────────────────────
/**
* When chunkSize is 0, import() is used directly no state file should appear.
*/
public function testNoStateFileWhenChunkingNotUsed(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 5);
$importer = $this->makeImporter([true], 0);
$result = $importer->importChunked($csv);
$this->assertTrue($result['success']);
$this->assertFileDoesNotExist($this->stateFile($csv));
}
/**
* When the file has fewer rows than chunkSize, no chunking occurs no state file.
*/
public function testNoStateFileWhenRowsBelowChunkSize(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 3);
$importer = $this->makeImporter([true], 10);
$importer->importChunked($csv);
$this->assertFileDoesNotExist($this->stateFile($csv));
}
/**
* After chunk 1 of 3 fails, the state file must exist and record 0 completed chunks.
*/
public function testStateFileCreatedOnFirstChunkFailure(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9); // 3 chunks of 3
// Chunk 1 fails immediately
$importer = $this->makeImporter([false], 3);
$result = $importer->importChunked($csv);
$this->assertFalse($result['success']);
$this->assertFileExists($this->stateFile($csv));
/** @var array<string, mixed> $state */
$state = json_decode((string) file_get_contents($this->stateFile($csv)), true);
$this->assertSame([], $state['completed_chunks']);
}
/**
* After chunks 1 and 2 succeed but chunk 3 fails, the state file records [0, 1].
*/
public function testStateFileRecordsCompletedChunksOnPartialFailure(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9); // 3 chunks of 3
// Chunks 0, 1 succeed; chunk 2 fails
$importer = $this->makeImporter([true, true, false], 3);
$result = $importer->importChunked($csv);
$this->assertFalse($result['success']);
$this->assertFileExists($this->stateFile($csv));
/** @var array<string, mixed> $state */
$state = json_decode((string) file_get_contents($this->stateFile($csv)), true);
$this->assertSame([0, 1], $state['completed_chunks']);
$this->assertArrayHasKey('0', $state['chunk_results']);
$this->assertArrayHasKey('1', $state['chunk_results']);
}
/**
* After full success the state file is deleted automatically.
*/
public function testStateFileDeletedAfterFullSuccess(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 6); // 2 chunks of 3
$importer = $this->makeImporter([true, true], 3);
$result = $importer->importChunked($csv);
$this->assertTrue($result['success']);
$this->assertFileDoesNotExist($this->stateFile($csv));
}
/**
* On a second run with an existing state showing [0, 1] done, only chunk 2
* (index 2) should call import() i.e., exactly one call is made.
*/
public function testResumeSkipsAlreadyCompletedChunks(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9); // 3 chunks of 3
// ── First run: chunks 0+1 succeed, chunk 2 fails ────────────────────
$run1 = $this->makeImporter([true, true, false], 3);
$run1->importChunked($csv);
$this->assertFileExists($this->stateFile($csv));
// ── Second run: only chunk 2 should be attempted ────────────────────
// We record how many times import() is actually called via a counting wrapper
$counter = new \stdClass();
$counter->value = 0;
$config = [
'mode' => 'http',
'importerUrl' => 'https://example.com',
'accessToken' => 'test-secret-1234567',
'personalSecret' => 'test-pat',
'jsonConfig' => $this->jsonConfig,
'chunkSize' => 3,
];
$run2 = new class ($config, $counter) extends FireflyImporter {
private \stdClass $counter;
public function __construct(array $config, \stdClass $counter)
{
parent::__construct($config);
$this->counter = $counter;
}
public function import(string $csvFile): array
{
$this->counter->value++;
return [
'success' => true,
'exit_code' => 200,
'output' => ['stdout' => '', 'stderr' => ''],
'duration' => 1.0,
'csv_file' => $csvFile,
'summary' => [
'completed' => true,
'created' => 1,
'by_type' => ['withdrawal' => 1],
'duplicates' => 0,
'errors' => [],
],
];
}
};
$result2 = $run2->importChunked($csv);
$this->assertTrue($result2['success']);
$this->assertSame(1, $counter->value, 'Only the 1 remaining chunk (index 2) should be imported');
$this->assertFileDoesNotExist($this->stateFile($csv), 'State file must be deleted after full success');
}
/**
* A state file whose total_rows does not match the current CSV is silently
* discarded and a fresh import is started.
*/
public function testStaleMismatchedStateIsIgnored(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9); // 3 chunks of 3
// Plant a stale state file with a wrong total_rows
$staleState = [
'csv_file' => realpath($csv) ?: $csv,
'total_rows' => 99, // wrong
'chunk_size' => 3,
'total_chunks' => 3,
'completed_chunks' => [0, 1],
'chunk_results' => [],
'created_at' => '2020-01-01T00:00:00+00:00',
'updated_at' => '2020-01-01T00:00:00+00:00',
];
file_put_contents($this->stateFile($csv), json_encode($staleState));
// All 3 chunks should be called (fresh start despite stale state)
$counter = new \stdClass();
$counter->value = 0;
$config = [
'mode' => 'http',
'importerUrl' => 'https://example.com',
'accessToken' => 'test-secret-1234567',
'personalSecret' => 'test-pat',
'jsonConfig' => $this->jsonConfig,
'chunkSize' => 3,
];
$importer = new class ($config, $counter) extends FireflyImporter {
private \stdClass $counter;
public function __construct(array $config, \stdClass $counter)
{
parent::__construct($config);
$this->counter = $counter;
}
public function import(string $csvFile): array
{
$this->counter->value++;
return [
'success' => true,
'exit_code' => 200,
'output' => ['stdout' => '', 'stderr' => ''],
'duration' => 1.0,
'csv_file' => $csvFile,
'summary' => [
'completed' => true,
'created' => 1,
'by_type' => ['withdrawal' => 1],
'duplicates' => 0,
'errors' => [],
],
];
}
};
$result = $importer->importChunked($csv);
$this->assertTrue($result['success']);
$this->assertSame(3, $counter->value, 'All 3 chunks must be imported when stale state is discarded');
}
/**
* A corrupt (non-JSON) state file is silently discarded; no exception is thrown.
*/
public function testCorruptStateFileIsIgnored(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 6); // 2 chunks of 3
file_put_contents($this->stateFile($csv), '{this is not valid json!!!}');
$importer = $this->makeImporter([true, true], 3);
$result = $importer->importChunked($csv);
$this->assertTrue($result['success']);
}
/**
* resetImportState() deletes an existing state file.
*/
public function testResetImportStateClearsStateFile(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9);
// Plant a state file
file_put_contents($this->stateFile($csv), '{}');
$this->assertFileExists($this->stateFile($csv));
$importer = $this->makeImporter([], 3);
$importer->resetImportState($csv);
$this->assertFileDoesNotExist($this->stateFile($csv));
}
/**
* hasResumeState() returns false when no state file is present.
*/
public function testHasResumeStateReturnsFalseWithoutStateFile(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9);
$importer = $this->makeImporter([], 3);
$this->assertFalse($importer->hasResumeState($csv));
}
/**
* hasResumeState() returns true after a partial failure creates a valid state file.
*/
public function testHasResumeStateReturnsTrueAfterPartialFailure(): void
{
$csv = $this->tmpDir . '/test.csv';
$this->writeCsv($csv, 9); // 3 chunks of 3
$importer = $this->makeImporter([true, false], 3); // chunk 2 (index 1) fails
$importer->importChunked($csv);
$importer2 = $this->makeImporter([], 3);
$this->assertTrue($importer2->hasResumeState($csv));
}
}

255
tests/RowFilterTest.php Normal file
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@ -0,0 +1,255 @@
<?php
namespace UbsCsvTransformer\Tests;
use PHPUnit\Framework\TestCase;
use UbsCsvTransformer\RowFilter;
class RowFilterTest extends TestCase
{
// -------------------------------------------------------------------------
// Leaf-condition operators
// -------------------------------------------------------------------------
public function testEmptyOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'empty'],
['A' => '']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'empty'],
['A' => 'something']
));
}
public function testNotEmptyOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-empty'],
['A' => 'value']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-empty'],
['A' => '']
));
}
public function testEqualsOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'equals', 'value' => 'hello'],
['A' => 'hello']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'equals', 'value' => 'hello'],
['A' => 'world']
));
}
public function testNotEqualsOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-equals', 'value' => 'hello'],
['A' => 'world']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-equals', 'value' => 'hello'],
['A' => 'hello']
));
}
public function testContainsOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'contains', 'value' => 'foo'],
['A' => 'foobar']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'contains', 'value' => 'baz'],
['A' => 'foobar']
));
}
public function testNotContainsOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-contains', 'value' => 'baz'],
['A' => 'foobar']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-contains', 'value' => 'foo'],
['A' => 'foobar']
));
}
public function testMatchesOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'matches', 'pattern' => '^\d{4}$'],
['A' => '1234']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'matches', 'pattern' => '^\d{4}$'],
['A' => 'abcd']
));
}
public function testNotMatchesOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-matches', 'pattern' => '^\d{4}$'],
['A' => 'abcd']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'A', 'operator' => 'not-matches', 'pattern' => '^\d{4}$'],
['A' => '1234']
));
}
public function testGtOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'gt', 'value' => '100'],
['Amount' => '150.50']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'gt', 'value' => '100'],
['Amount' => '50']
));
}
public function testGteOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'gte', 'value' => '100'],
['Amount' => '100']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'gte', 'value' => '100'],
['Amount' => '99.99']
));
}
public function testLtOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'lt', 'value' => '100'],
['Amount' => '50']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'lt', 'value' => '100'],
['Amount' => '200']
));
}
public function testLteOperator(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'lte', 'value' => '100'],
['Amount' => '100']
));
$this->assertFalse(RowFilter::evaluate(
['column' => 'Amount', 'operator' => 'lte', 'value' => '100'],
['Amount' => '100.01']
));
}
// -------------------------------------------------------------------------
// Groups
// -------------------------------------------------------------------------
public function testAndGroupBothTrue(): void
{
$this->assertTrue(RowFilter::evaluate([
'and' => [
['column' => 'A', 'operator' => 'empty'],
['column' => 'B', 'operator' => 'empty'],
],
], ['A' => '', 'B' => '']));
}
public function testAndGroupOneFalse(): void
{
$this->assertFalse(RowFilter::evaluate([
'and' => [
['column' => 'A', 'operator' => 'empty'],
['column' => 'B', 'operator' => 'empty'],
],
], ['A' => '', 'B' => 'not-empty']));
}
public function testOrGroupOneTrue(): void
{
$this->assertTrue(RowFilter::evaluate([
'or' => [
['column' => 'A', 'operator' => 'equals', 'value' => 'yes'],
['column' => 'B', 'operator' => 'equals', 'value' => 'yes'],
],
], ['A' => 'no', 'B' => 'yes']));
}
public function testOrGroupBothFalse(): void
{
$this->assertFalse(RowFilter::evaluate([
'or' => [
['column' => 'A', 'operator' => 'equals', 'value' => 'yes'],
['column' => 'B', 'operator' => 'equals', 'value' => 'yes'],
],
], ['A' => 'no', 'B' => 'no']));
}
// -------------------------------------------------------------------------
// Nested groups
// -------------------------------------------------------------------------
public function testNestedAndOrGroup(): void
{
// (A is empty) AND (B equals "foo" OR C not-empty)
$node = [
'and' => [
['column' => 'A', 'operator' => 'empty'],
[
'or' => [
['column' => 'B', 'operator' => 'equals', 'value' => 'foo'],
['column' => 'C', 'operator' => 'not-empty'],
],
],
],
];
// A empty, B matches → true
$this->assertTrue(RowFilter::evaluate($node, ['A' => '', 'B' => 'foo', 'C' => '']));
// A empty, C not-empty → true
$this->assertTrue(RowFilter::evaluate($node, ['A' => '', 'B' => 'bar', 'C' => 'value']));
// A empty, but neither B nor C match → false
$this->assertFalse(RowFilter::evaluate($node, ['A' => '', 'B' => 'bar', 'C' => '']));
// A not empty → false
$this->assertFalse(RowFilter::evaluate($node, ['A' => 'x', 'B' => 'foo', 'C' => '']));
}
// -------------------------------------------------------------------------
// Unknown operator
// -------------------------------------------------------------------------
public function testUnknownOperatorThrows(): void
{
$this->expectException(\InvalidArgumentException::class);
RowFilter::evaluate(
['column' => 'A', 'operator' => 'nonexistent'],
['A' => 'value']
);
}
// -------------------------------------------------------------------------
// Missing column (treats as empty string)
// -------------------------------------------------------------------------
public function testMissingColumnTreatedAsEmpty(): void
{
$this->assertTrue(RowFilter::evaluate(
['column' => 'NonExistent', 'operator' => 'empty'],
['A' => 'something']
));
}
}

View File

@ -1,17 +1,14 @@
Belastung,Gutschrift,date,process_date,opposing_name,tags,description,opposing_account,notes,account_iban,account_currency
-600.00,,2022-12-30,2022-12-30,"David Peter Reindl",Dauerauftrag,"Steuerrueckstellung
David Peter Reindl;8906 Bonstetten","CH37 0026 7267 9314 35M2 P","9967864LK2659211
8906 Bonstetten","CH18 0026 7267 9314 3540 D",CHF
-46.35,,2022-12-30,2022-12-31,"UBS AG",,"Periode: 2022-10-01 - 2022-12-30
Zinsabschluss",,9900365AP6356307,"CH18 0026 7267 9314 3540 D",CHF
-39.90,,2022-12-30,2022-12-30,"Swisscom Grossunternehme",TWINT,"Swisscom Grossunternehme; Zahlung UBS TWINT",,"9967364GK5707142
8004 Zuerich","CH18 0026 7267 9314 3540 D",CHF
-8.75,,2022-12-28,2022-12-27,"Coop Pronto Chur",Debitkarte,"18279748-0 08/24
Coop Pronto Chur;7007 Chur",,"9930862BN7826808
7007 Chur","CH18 0026 7267 9314 3540 D",CHF
-1800.00,,2022-12-27,2022-12-27,"Janine Geigele",e-banking,"Skiferien Dolomiten
Janine Geigele;Am Wasser 36; 8049 Zuerich; CH","CH63 0023 2232 5560 5988 0","9967361TI3188436
8049 Zuerich","CH18 0026 7267 9314 3540 D",CHF
,9.00,2022-12-22,2022-12-22,"Friis, Daniela Silvia",TWINT,"Friis, Daniela Silvia",,9930356GK0440989,"CH18 0026 7267 9314 3540 D",CHF
,19764.80,2022-11-25,2022-11-25,SBB,Gutschrift,"SBB;Corporate Treasury",,9901820E67741531,"CH18 0026 7267 9314 3540 D",CHF
-14.00,,2022-08-22,2022-08-21,"Friis-Loop, Daniela",TWINT,"Friis-Loop, Daniela; Belastung UBS TWINT",,9967233GK1553933,"CH18 0026 7267 9314 3540 D",CHF
Belastung,Gutschrift,date,process_date,tags,opposing_iban,opposing_account,opposing_name,notes,description,account_iban,account_currency
-600.00,,2022-12-30,2022-12-30,Dauerauftrag,"CH37 0026 7267 9314 35M2 P",,"David Peter Reindl","8906 Bonstetten
9967864LK2659211","David Peter Reindl;8906 Bonstetten; STEUERRUECKSTELLUNG; Dauerauftrag","CH18 0026 7267 9314 3540 D",CHF
-46.35,,2022-12-30,2022-12-31,,,,"UBS AG",9900365AP6356307,"Saldo Zinsabschluss; Periode: 2022-10-01 - 2022-12-30","CH18 0026 7267 9314 3540 D",CHF
-39.90,,2022-12-30,2022-12-30,TWINT,,,"Swisscom Grossunternehme","Muellerstrasse 16 8004 Zuerich TWINT-Acc.:+41796305690
9967364GK5707142","SWISSCOM GROSSUNTERNEHME; Zahlung UBS TWINT; Muellerstrasse 16 na, 8004 Zuerich TWINT-Acc.:+41796305690","CH18 0026 7267 9314 3540 D",CHF
-8.75,,2022-12-28,2022-12-27,"Abend Debitkarte",,,"Coop Pronto Chur","18279748-0 08/24
7007 Chur
9930862BN7826808","Coop Pronto Chur;7007 Chur; Zahlung Debitkarte","CH18 0026 7267 9314 3540 D",CHF
-1800.00,,2022-12-27,2022-12-27,e-banking,"CH63 0023 2232 5560 5988 0",,"Janine Geigele","8049 Zuerich
9967361TI3188436","Janine Geigele;Am Wasser 36; 8049 Zuerich; CH; SKIFERIEN DOLOMITEN; e-banking-Vergütungsauftrag; Wohnung Dolomiten, 2 Personen","CH18 0026 7267 9314 3540 D",CHF
,9.00,2022-12-22,2022-12-22,TWINT,,,"Friis, Daniela Silvia",9930356GK0440989,"Friis, Daniela Silvia; Gutschrift UBS TWINT; +41796741245; TWINT-Acc.:+41796305690","CH18 0026 7267 9314 3540 D",CHF
,19764.80,2022-11-25,2022-11-25,Gutschrift,,,SBB,9901820E67741531,"SBB;Corporate Treasury; Gutschrift; Lohn/Gehalt 00229537/202211","CH18 0026 7267 9314 3540 D",CHF
-14.00,,2022-08-22,2022-08-21,TWINT,,,"Friis-Loop, Daniela",9967233GK1553933,"FRIIS-LOOP, DANIELA; Belastung UBS TWINT; +41796741245; TWINT-Acc.:+41796305690","CH18 0026 7267 9314 3540 D",CHF

1 Belastung Gutschrift date process_date tags opposing_iban opposing_account opposing_name notes description account_iban account_currency
2 -600.00 2022-12-30 2022-12-30 Dauerauftrag CH37 0026 7267 9314 35M2 P CH37 0026 7267 9314 35M2 P David Peter Reindl 9967864LK2659211 8906 Bonstetten 8906 Bonstetten 9967864LK2659211 Steuerrueckstellung David Peter Reindl;8906 Bonstetten David Peter Reindl;8906 Bonstetten; STEUERRUECKSTELLUNG; Dauerauftrag CH18 0026 7267 9314 3540 D CHF
3 -46.35 2022-12-30 2022-12-31 UBS AG 9900365AP6356307 Periode: 2022-10-01 - 2022-12-30 Zinsabschluss Saldo Zinsabschluss; Periode: 2022-10-01 - 2022-12-30 CH18 0026 7267 9314 3540 D CHF
4 -39.90 2022-12-30 2022-12-30 TWINT Swisscom Grossunternehme 9967364GK5707142 8004 Zuerich Muellerstrasse 16 8004 Zuerich TWINT-Acc.:+41796305690 9967364GK5707142 Swisscom Grossunternehme; Zahlung UBS TWINT SWISSCOM GROSSUNTERNEHME; Zahlung UBS TWINT; Muellerstrasse 16 na, 8004 Zuerich TWINT-Acc.:+41796305690 CH18 0026 7267 9314 3540 D CHF
5 -8.75 2022-12-28 2022-12-27 Debitkarte Abend Debitkarte Coop Pronto Chur 9930862BN7826808 7007 Chur 18279748-0 08/24 7007 Chur 9930862BN7826808 18279748-0 08/24 Coop Pronto Chur;7007 Chur Coop Pronto Chur;7007 Chur; Zahlung Debitkarte CH18 0026 7267 9314 3540 D CHF
6 -1800.00 2022-12-27 2022-12-27 e-banking CH63 0023 2232 5560 5988 0 CH63 0023 2232 5560 5988 0 Janine Geigele 9967361TI3188436 8049 Zuerich 8049 Zuerich 9967361TI3188436 Skiferien Dolomiten Janine Geigele;Am Wasser 36; 8049 Zuerich; CH Janine Geigele;Am Wasser 36; 8049 Zuerich; CH; SKIFERIEN DOLOMITEN; e-banking-Vergütungsauftrag; Wohnung Dolomiten, 2 Personen CH18 0026 7267 9314 3540 D CHF
7 9.00 2022-12-22 2022-12-22 TWINT Friis, Daniela Silvia 9930356GK0440989 Friis, Daniela Silvia Friis, Daniela Silvia; Gutschrift UBS TWINT; +41796741245; TWINT-Acc.:+41796305690 CH18 0026 7267 9314 3540 D CHF
8 19764.80 2022-11-25 2022-11-25 Gutschrift SBB 9901820E67741531 SBB;Corporate Treasury SBB;Corporate Treasury; Gutschrift; Lohn/Gehalt 00229537/202211 CH18 0026 7267 9314 3540 D CHF
9 -14.00 2022-08-22 2022-08-21 TWINT Friis-Loop, Daniela 9967233GK1553933 Friis-Loop, Daniela; Belastung UBS TWINT FRIIS-LOOP, DANIELA; Belastung UBS TWINT; +41796741245; TWINT-Acc.:+41796305690 CH18 0026 7267 9314 3540 D CHF
10
11
12
13
14