Files
gemfin-shiny/db/data_transfer.R
T
2026-06-19 11:06:26 +02:00

497 lines
14 KiB
R
Executable File

##
## FileMaker -> SQLite (canonical english schema)
## Keeps Hibiscus payload fields unchanged
##
library(tidyverse)
library(dbx)
library(RJDBC)
library(DBI)
library(RSQLite)
source("~/R/rfunc/fehler_add.R")
ok <- TRUE
error_f <- NULL
# Settings ----
fm_host <- "localhost"
fm_port <- 2399
fm_db <- "gemfin04"
fm_user <- "admin"
fm_pass <- ""
fm_driver_class <- "com.filemaker.jdbc.Driver"
fm_driver_jar <- "~/R/fmjdbc.jar"
sqlite_path <- "db/development.sqlite"
# Helpers ----
exec_sql <- function(sql) dbExecute(con_s, sql)
f_anzahl <- function(tabelle){
dbxSelect(con_s, paste0("SELECt count(id) FROM ", tabelle)) %>% pull
}
# Connections ----
if (ok) {
drv <- JDBC(fm_driver_class, fm_driver_jar)
con_f <- dbConnect(
drv,
paste0("jdbc:filemaker://", fm_host, ":", fm_port, "/", fm_db),
fm_user,
fm_pass
)
ok <- !con_f@jc$isClosed()
error_f <- fehler_add("FileMaker connection established", ok, error_f)
}
if (ok) {
if (file.exists(sqlite_path)) file.remove(sqlite_path)
con_s <- dbConnect(SQLite(), sqlite_path, extended_types = TRUE)
dbExecute(con_s, "PRAGMA foreign_keys = ON;")
error_f <- fehler_add("SQLite connection established", TRUE, error_f)
}
## * Transfer Accounts ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS konten;")
exec_sql("CREATE TABLE konten (
id INTEGER PRIMARY KEY,
kontoname TEXT NOT NULL,
bank_name TEXT,
hibiscus_konto_id INTEGER,
budget_id INTEGER,
wiso_kategorie TEXT,
bank_konto_nr TEXT,
ist_spende INTEGER,
notiz TEXT,
created_at TEXT,
updated_at TEXT
);")
konten <- dbxSelect(con_f, "
SELECT id, konto, budget_id, bankname, updated_at, created_at,
konto_hibiscus, konto_wiso, kontonummer_bank, notizen, ist_spende
FROM Konten
") %>%
transmute(
id = as.integer(id),
kontoname = konto,
bank_name = bankname,
hibiscus_konto_id = as.integer(konto_hibiscus),
budget_id = as.integer(budget_id),
wiso_kategorie = konto_wiso,
bank_konto_nr = kontonummer_bank,
ist_spende = as.integer(ist_spende),
notiz = notizen,
created_at = created_at,
updated_at = updated_at
)
dbWriteTable(con_s, "konten", konten, append = TRUE)
ok <- dbExistsTable(con_s, "konten")
ok <- f_anzahl("konten") == nrow(konten) & ok
error_f <- fehler_add("Konten übertragen", TRUE, error_f)
}
## * Transfer Projekte ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS projekte;")
exec_sql("CREATE TABLE projekte (
id INTEGER PRIMARY KEY,
projektname TEXT NOT NULL,
jahr INTEGER,
projekt_wiso TEXT,
bereich TEXT,
notiz TEXT,
created_at TEXT,
updated_at TEXT
);")
projekte <- dbxSelect(con_f, "
SELECT id, projektname, bereich, notiz, jahr, created_at, updated_at from Projekte") %>%
transmute(
id = as.integer(id),
projektname = projektname,
bereich = bereich,
notiz = notiz,
jahr = as.integer(jahr),
created_at = created_at,
updated_at = updated_at
)
dbWriteTable(con_s, "projekte", projekte, append = TRUE)
ok <- dbExistsTable(con_s, "projekte")
ok <- f_anzahl("projekte") == nrow(projekte) & ok
error_f <- fehler_add("Projekte übertragen", TRUE, error_f)
}
## * Transfer Budgets ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS budgets;")
exec_sql("CREATE TABLE budgets (
id INTEGER PRIMARY KEY,
reihe INTEGER,
bereich TEXT,
bezeichnung TEXT,
richtung TEXT,
created_at TEXT,
updated_at TEXT
);")
budgets <- dbxSelect(con_f, "
SELECT id, richtung, bereich, bezeichnung, reihe
FROM Budgets
") %>%
transmute(
id = as.integer(id),
reihe = as.integer(reihe),
bereich = bereich,
bezeichnung = bezeichnung,
richtung = richtung,
created_at = format(Sys.time(), ""),
updated_at = format(Sys.time(), "")
)
dbWriteTable(con_s, "budgets", budgets, append = TRUE)
ok <- dbExistsTable(con_s, "budgets")
ok <- f_anzahl("budgets") == nrow(budgets) & ok
error_f <- fehler_add("Budgets übertragen", TRUE, error_f)
}
### ** Transfer Budget-Werte
if(ok){
exec_sql("DROP TABLE IF EXISTS budget_werte;")
exec_sql("CREATE TABLE budget_werte (
id INTEGER PRIMARY KEY,
budget_id INTEGER,
jahr INTEGER,
betrag DECIMAL,
budget_listen_nr INTEGER,
created_at TEXT,
updated_at TEXT
);")
budget_werte <- dbReadTable(con_f, "Budgets_werte") %>%
transmute(
id = as.integer(id),
budget_id = as.integer(budget_id),
jahr = as.integer(jahr),
betrag = betrag,
budget_listen_nr = as.integer(budget_listen_nr),
created_at = format(Sys.time(), ""),
updated_at = format(Sys.time(), "")
)
dbWriteTable(con_s, "budget_werte", budget_werte, append = TRUE)
ok <- dbExistsTable(con_s, "budget_werte")
ok <- f_anzahl("budget_werte") == nrow(budget_werte) & ok
error_f <- fehler_add("budget_werte übertragen", TRUE, error_f)
} ## ------------------------------------------------------- 2026-06-19 08:52
## * Transfer Adressen ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS adressen;")
exec_sql("CREATE TABLE adressen (
id INTEGER PRIMARY KEY,
vorname TEXT,
nachname TEXT,
strasse TEXT,
plz TEXT,
ort TEXT,
land TEXT,
telefon TEXT,
mobil TEXT,
email TEXT,
anrede TEXT,
geschlecht TEXT,
ist_mitglied INTEGER,
ist_firma INTEGER,
quittung_anrede TEXT,
quittung_name TEXT,
display_name TEXT,
partner_id INTEGER,
notiz TEXT,
created_at TEXT,
updated_at TEXT
);")
adressen <- dbxSelect(con_f, "
SELECT id, vorname, nachname, strasse, plz, ort, Land,
telefon, mobil, email, anrede, geschlecht, mitglied, notiz,
quittung_anrede, quittung_name, bezeichnung, partner_id, b_paar, b_firma
FROM Adressen
") %>%
as_tibble() %>%
transmute(
id = as.integer(id),
vorname = vorname,
nachname = nachname,
strasse = strasse,
plz = plz,
ort = ort,
land = Land,
telefon = telefon,
mobil = mobil,
email = email,
anrede = anrede,
geschlecht = geschlecht,
ist_mitglied = as.integer(mitglied),
ist_firma = as.integer(b_firma),
quittung_anrede = quittung_anrede,
quittung_name = quittung_name,
display_name = bezeichnung,
partner_id = as.integer(partner_id),
notiz = notiz,
created_at = format(Sys.time(), ""),
updated_at = format(Sys.time(), "")
)
dbWriteTable(con_s, "adressen", adressen, append = TRUE)
ok <- dbExistsTable(con_s, "adressen")
ok <- f_anzahl("adressen") == nrow(adressen) & ok
error_f <- fehler_add("adressen übertragen", TRUE, error_f)
}
## * Transfer Transaktionen ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS transaktionen;")
exec_sql("CREATE TABLE transaktionen (
id INTEGER PRIMARY KEY,
adress_id INTEGER,
vwz TEXT,
notiz TEXT,
bank_kontakt TEXT,
created_at TEXT,
updated_at TEXT
);")
transaktionen <- dbxSelect(con_f, "
SELECT id, adress_id, verwendungszweck, notiz, kontakt, created_at, updated_at
FROM trans
") %>%
as_tibble() %>%
transmute(
id = as.integer(id),
adress_id = as.integer(adress_id),
vwz = verwendungszweck,
notiz = notiz,
bank_kontakt = kontakt,
created_at = created_at,
updated_at = updated_at
)
dbWriteTable(con_s, "transaktionen", transaktionen, append = TRUE)
ok <- dbExistsTable(con_s, "transaktionen")
ok <- f_anzahl("transaktionen") == nrow(transaktionen) & ok
error_f <- fehler_add("transaktionen übertragen", TRUE, error_f)
}
## * Transfer Postings ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS buchungen;")
exec_sql("CREATE TABLE buchungen (
id INTEGER PRIMARY KEY,
trans_id INTEGER NOT NULL,
konto_id INTEGER NOT NULL,
valuta TEXT NOT NULL,
buchungsdatum TEXT,
betrag DECIMAL,
rechnungsnummer TEXT,
notiz TEXT,
status TEXT,
ist_verzicht INTEGER,
umsatz_id INTEGER,
wiso_id INTEGER,
quittung_id INTEGER,
projekt_id INTEGER,
betrag_muenzen DECIMAL,
created_at TEXT,
updated_at TEXT
);")
buchungen <- dbxSelect(con_f, "
SELECT id, trans_id, konto_id, wertstellung, buchungsdatum, betrag,
rechnungsnummer, notiz, status, b_verzicht, umsatz_id, wiso_id,
quittung_id, projekt_id, betrag_muenzen, created_at, updated_at
FROM buchungen
") %>%
as_tibble()
buchungen <- buchungen %>%
transmute(
id = as.integer(id),
trans_id = as.integer(trans_id),
konto_id = as.integer(konto_id),
valuta = as.character(wertstellung),
buchungsdatum = as.character(buchungsdatum),
betrag = betrag,
rechnungsnummer = rechnungsnummer,
notiz = notiz,
status = status,
ist_verzicht = as.integer(b_verzicht),
umsatz_id = as.integer(umsatz_id),
wiso_id = as.integer(wiso_id),
quittung_id = as.integer(quittung_id),
projekt_id = as.integer(projekt_id),
betrag_muenzen = betrag_muenzen,
created_at = created_at,
updated_at = updated_at
)
dbWriteTable(con_s, "buchungen", buchungen, append = TRUE)
ok <- dbExistsTable(con_s, "buchungen")
ok <- f_anzahl("buchungen") == nrow(buchungen) & ok
error_f <- fehler_add("buchungen übertragen", TRUE, error_f)
}
## * Transfer Attachments ----
if(ok){
exec_sql("DROP TABLE IF EXISTS attachments;")
exec_sql("CREATE TABLE attachments (
id INTEGER PRIMARY KEY AUTOINCREMENT,
trans_id INTEGER,
quittung_id INTEGER,
adress_id INTEGER,
wiso_id INTEGER,
btisch_id TEXT,
original_name TEXT,
kategorie TEXT,
ext TEXT NOT NULL,
notiz TEXT,
created_at TEXT DEFAULT (datetime('now')),
updated_at TEXT DEFAULT (datetime('now'))
);")
att <- dbxSelect(con_f, "SELECT id, trans_id, quittung_id, wiso_id, btisch_id,
adress_id, ft_dateiname, beschreibung, created_at, updated_at, ft_extension FROM Dokumente") %>%
transmute(
id = as.integer(id),
trans_id = as.integer(trans_id),
quittung_id = as.integer(quittung_id),
wiso_id = as.integer(wiso_id),
btisch_id = as.integer(btisch_id),
adress_id = as.integer(adress_id),
created_at = as.character(created_at),
updated_at = as.character(updated_at),
original_name = ft_dateiname,
ext = paste0(id,".", ft_extension)
)
dbWriteTable(con_s, "attachments", att, append = T)
ok <- dbExistsTable(con_s, "attachments")
ok <- f_anzahl("attachments") == nrow(att) & ok
error_f <- fehler_add("attachments übertragen", TRUE, error_f)
} ## ------------------------------------------------------- 2026-03-19 16:38
### ** Dateien übertragen ----
if(ok){
pfad <- "~/Insync/Projekte/Gemeindefinanzen/gemfin-fm/gemfin04/Dokumente/datei/"
zielpfad <- "~/Documents/workspace/gemfin-shiny/www/documents/"
vorhanden <- list.files(pfad, pattern = "pdf")
eintraege <- att$original_name
anz <- length(eintraege)
for(ind in 1:length(eintraege)){
if( exists(paste0(zielpfad, eintraege[ind])) ){
cat(ind, " von ", anz, "\n")
file.copy(
from = paste0(pfad, vorhanden[ind]),
to = "~/Documents/workspace/gemfin-shiny/www/documents/")
}
}
neue_dateien <- list.files("~/Documents/workspace/gemfin-shiny/www/documents/")
length(neue_dateien)
eintraege <- att$original_name
length(eintraege)
nv <- att[-which(eintraege %in% neue_dateien),]
error_f <- fehler_add("Alle Dateien übertragen", nrow(nv) == 0, error_f)
} ## ------------------------------------------------------- 2026-04-28 18:40
## * Transfer Bankverbindungen ----
if (ok) {
exec_sql("DROP TABLE IF EXISTS bvb;")
exec_sql("CREATE TABLE bvb (
id INTEGER PRIMARY KEY,
adress_id INTEGER,
remote_name TEXT,
iban TEXT,
bic TEXT,
kreditinstitut TEXT,
created_at TEXT,
updated_at TEXT
);")
bvb <- dbxSelect(con_f, "
SELECT id, adress_id, kontakt, iban, bic, kreditinstitut,
created_at, updated_at
FROM Bankverbindungen
") %>%
transmute(
id = as.integer(id),
adress_id = as.integer(adress_id),
remote_name = kontakt,
iban = iban,
bic = bic,
kreditinstitut = kreditinstitut,
created_at = as.character(created_at),
updated_at = as.character(updated_at)
)
dbWriteTable(con_s, "bvb", bvb, append = TRUE)
ok <- dbExistsTable(con_s, "bvb")
ok <- f_anzahl("bvb") == nrow(bvb) & ok
error_f <- fehler_add("bvb übertragen", TRUE, error_f)
}
## * Transfer Hibiscus ----
if(ok){
exec_sql("DROP TABLE IF EXISTS umsatz;")
exec_sql("CREATE TABLE umsatz (
id INTEGER PRIMARY KEY,
konto_id INTEGER,
empfaenger_konto TEXT,
empfaenger_blz TEXT,
empfaenger_name TEXT,
betrag REAL,
zweck TEXT,
zweck2 TEXT,
zweck3 TEXT,
datum TEXT,
valuta TEXT,
saldo REAL,
customerref TEXT,
kommentar TEXT,
endtoendid TEXT
);")
umsatz <- dbReadTable(con_f, "Umsatz") %>%
transmute(
id = as.integer(id),
konto_id = as.integer(konto_id),
empfaenger_konto = empfaenger_konto,
empfaenger_blz = empfaenger_blz,
empfaenger_name = empfaenger_name,
betrag = betrag,
zweck = zweck,
zweck2 = zweck2,
zweck3 = zweck2,
datum = datum,
valuta = valuta,
saldo = saldo,
kommentar = kommentar,
endtoendid = endtoendid
)
dbWriteTable(con_s, "umsatz", umsatz, append = TRUE)
ok <- sum(duplicated(umsatz$id)) == 0
ok <- dbExistsTable(con_s, "umsatz") & ok
ok <- f_anzahl("umsatz") == nrow(umsatz) & ok
error_f <- fehler_add("Tabelle Umsatz existiert", ok, error_f)
} ## ------------------------------------------------------- 2026-06-19 08:34
# Close ----
dbListTables(con_s)
dbDisconnect(con_s)
dbDisconnect(con_f)
print("Migration finished.")