Document finance and mapping updates

2026-06-02 18:06:30 +02:00
parent 6470cb8751
commit 37a175551b
9 changed files with 511 additions and 33 deletions
@@ -8,14 +8,27 @@ PowerShell commands:
 Set-ExecutionPolicy -Scope Process Bypass
 .\Export-SageSpainSalesCsv.ps1

+Full export, default year 2025:
+
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025
+
+Range export, explicit window:
+
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -FromDate "2025-05-01" -ToDate "2025-06-01"
+
+Range export by registration date, useful for new/changed records registered in a period:
+
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2025-05-01" -ToDate "2025-06-01"
+
 Output folder on Desktop:

 Sage_Spain_Sales_Export_YYYYMMDD_HHMMSS

 Files created:

- Spain_Sales_2025.csv
- Spain_Sales_2025_summary.txt
+- Spain_Sales_full_YYYY0101_to_YYYY1231.csv for full export
+- Spain_Sales_range_YYYYMMDD_to_YYYYMMDD.csv for range export
+- Matching *_summary.txt file

 The script only reads SQL Server data. It does not change Sage or SQL Server.

@@ -24,9 +37,12 @@ Default source:
 - Database: Sage
 - Header: dbo.CabeceraAlbaranCliente
 - Lines: dbo.LineasAlbaranCliente
- Date filter: CabeceraAlbaranCliente.FechaFactura from 2025-01-01 to 2026-01-01
+- Full export date filter: CabeceraAlbaranCliente.FechaFactura from YYYY-01-01 to next YYYY-01-01
+- Range export date filter: explicit FromDate/ToDate
+- DateFilter InvoiceDate uses CabeceraAlbaranCliente.FechaFactura
+- DateFilter LineRegistrationDate uses LineasAlbaranCliente.FechaRegistro, with fallback to FechaFactura
 - Sales value: LineasAlbaranCliente.ImporteNeto

 If the SQL instance or database name differs:

-.\Export-SageSpainSalesCsv.ps1 -ServerInstance "localhost" -Database "Sage"
+.\Export-SageSpainSalesCsv.ps1 -ServerInstance "localhost" -Database "Sage" -ExportMode Full -Year 2025