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Legacy Data Import Plan

Mapping guidance for the historical workbook before any real data is manually entered or imported.

Purpose

The Excel workbook contains historical project finance records. The current web app should not blindly import all rows. Some rows are real payments, some are estimates or proposals, some have missing prices, and some are legacy notes. This page is the safe mapping guide before entering real data.

Import Priority

  1. Contractors and statuses
  2. Contractor scopes
  3. Contractor transactions
  4. Suppliers
  5. Supplier transactions
  6. Materials / Bill of Materials later

Contractor Mapping

  • Mario - Status: Active or Current. Use for real current or confirmed scopes and transactions.
  • Benny - Status: Active or Current if still relevant, otherwise Completed. Use for jalousie window scope and payment tracking.
  • Previous Contractor / Mason + Laborers - Status: Inactive / Stopped. Legacy record only. Stopped because work quality was not acceptable. Do not use for future scopes. Keep historical payment and labor records only if needed for project total accuracy.
  • Lito - Status: Proposal / Estimate only. Do not treat as active contractor unless work is confirmed later.

Contractor Scope Mapping

  • Mario - Ceiling and Tiles labor only - PHP 14,000
  • Mario - Inner Walls labor only - PHP 5,000
  • Mario - Outside Gate and Shade labor + materials - PHP 35,000
  • Mario - Concrete wall outside labor only - PHP 3,000
  • Mario - Electrical, 2 plugs + 1 switch at gate - PHP 1,000
  • Mario - Steps / Ladder improvement - PHP 2,500
  • Benny - 2 Jalousie windows all-in - PHP 4,800
  • Previous Contractor - Historical labor summary only. Mark inactive or stopped. Avoid creating new active work scopes.

Supplier Mapping

  • LJR Tiles - Use as supplier. Known total: PHP 19,267. Paid: PHP 19,267. Balance: PHP 0.
  • Jonathan Electrical Supply - Use as supplier/reference only until prices are confirmed. Do not enter zero-priced item rows as real expense totals.
  • Inocencio Hardware / previous materials source - Use as historical supplier/material source if needed.

Data Quality Notes

  • The workbook includes missing prices.
  • Some rows are estimates or proposals only.
  • Some rows may duplicate project summary totals.
  • One LJR Tiles area may have formula or value issues.
  • Do not enter rows that are not actual expenses as paid transactions.
  • Keep project spending totals as cross-check references, not automatic truth.

Excel Workbook Cross-Check Totals

These totals are for reference only and are not live app totals.

Project Grand Total
PHP 124,152
Total Paid
PHP 99,502
Remaining Balance
PHP 25,000
Materials Total
PHP 49,502
Materials Paid
PHP 47,002
Materials Balance
PHP 2,500
Labor / Contracts Total
PHP 74,650
Labor / Contracts Paid
PHP 52,500
Labor / Contracts Balance
PHP 22,500

Manual Entry Rules

  • Back up the Google Sheet first.
  • Enter one contractor or supplier at a time.
  • After each contractor or supplier, check Ledger and Dashboard.
  • Use Cancelled or Voided instead of deleting wrong records.
  • Keep Previous Contractor inactive or stopped.
  • Do not enter Lito as active unless confirmed.
  • Do not enter Jonathan amounts until prices are known.

Future Module Notes

Materials / Bill of Materials is still a future module. For now, material spending can be tracked through supplier transactions. Detailed item-level inventory should wait for a dedicated Materials module.