ChatGPT said:
Perfect — let’s go step-by-step through each wrap-up option to finalize your InvoicePlane 1.6.2 migration like a pro. Here we go:
1. Lock in Schema with Foreign Key Constraints
Adding foreign keys is optional but strengthens data integrity. Here’s how to apply them:
Sample Constraints:
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-- Link invoices to clients
ALTER TABLE ip_invoices
ADD CONSTRAINT fk_invoices_clients
FOREIGN KEY (client_id) REFERENCES ip_clients(client_id);
-- Link invoice items to invoices
ALTER TABLE ip_invoice_items
ADD CONSTRAINT fk_items_invoices
FOREIGN KEY (invoice_id) REFERENCES ip_invoices(invoice_id);
-- Link payments to invoices
ALTER TABLE ip_payments
ADD CONSTRAINT fk_payments_invoices
FOREIGN KEY (invoice_id) REFERENCES ip_invoices(invoice_id);
-- Link payments to clients
ALTER TABLE ip_payments
ADD CONSTRAINT fk_payments_clients
FOREIGN KEY (client_id) REFERENCES ip_clients(client_id);
Do this only after validating that no orphan records exist (e.g., a payment linked to a deleted invoice).
Let me know if you’d like a full FK script for all matching fields!
2. Auto-Compare Table Column Types (Old vs New)
This helps you spot datatype mismatches or missing fields between 1.4.6 and 1.6.2.
Steps:
- Dump column structure from both databases:
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SELECT TABLE_NAME, COLUMN_NAME, COLUMN_TYPE
FROM information_schema.columns
WHERE table_schema = 'old_db' -- change as needed
ORDER BY TABLE_NAME, COLUMN_NAME;
- Compare this with the same query for your new database (
new_db).
- Use a diff tool or I can help write a comparison script in SQL or Python.
Want a quick script to do this comparison automatically?
3. Checklist of Renamed/Added/Removed Columns
From 1.4.6 to 1.6.2, the InvoicePlane schema introduced:
Added Columns (Examples):
ip_quotes.quote_discount_amountip_invoices.invoice_discount_amountip_clients.client_phoneip_payments.payment_method_id
Possibly Removed:
- None strictly removed, but some may have changed names or types (like
quote_date_created format).
Let me know if you’d like a detailed CSV or markdown table comparing every table side-by-side.
4. Generate Data Validation Queries
Let’s validate that data from old tables fits new columns.
Sample Queries:
sql
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-- Check if any invoices are missing new discount values
SELECT * FROM ip_invoices
WHERE invoice_discount_amount IS NULL;
-- See if any payments are missing a payment method ID
SELECT * FROM ip_payments
WHERE payment_method_id IS NULL;
-- Compare row counts
SELECT COUNT(*) FROM ip_clients; -- compare this to your old DB
I can help write a full validation script to scan all critical fields and show red flags.
5. Functional Testing (UI-Based)
Once your DB is ready:
- Login to InvoicePlane.
- Go through key user flows:
- Add client
- Create quote
- Convert quote to invoice
- Add payment
- Generate report
- Add custom fields and use them
- Use the Logs panel (if enabled) to catch any hidden warnings.
Summary: Which Steps Do You Want?
I can now:
- Write full foreign key SQL scripts
- Generate column-by-column comparison
- Build a schema diff report
- Write validation SQL scripts
- Guide you through UI testing and logging
Tell me which you’d like first — or if you’d like the full upgrade wrap-up bundle, I’ll prepare it all together!
4o
You said:
full upgrade wrap-up bundle
ChatGPT said:
Updated saved memory
Here’s your full upgrade wrap-up bundle for the InvoicePlane upgrade from v1.4.6 to v1.6.2 
. This includes everything to finalize your migration and confirm the integrity of your system.
1. Foreign Key Constraint Setup (Optional but Recommended)
These constraints ensure data consistency. Below are examples (use cautiously in production — check for orphaned data first):
sql
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-- Link invoices to clients
ALTER TABLE `ip_invoices`
ADD CONSTRAINT `fk_invoices_client_id`
FOREIGN KEY (`client_id`) REFERENCES `ip_clients`(`client_id`) ON DELETE CASCADE;
-- Link invoice items to invoices
ALTER TABLE `ip_invoice_items`
ADD CONSTRAINT `fk_invoice_items_invoice_id`
FOREIGN KEY (`invoice_id`) REFERENCES `ip_invoices`(`invoice_id`) ON DELETE CASCADE;
-- Link payments to invoices
ALTER TABLE `ip_payments`
ADD CONSTRAINT `fk_payments_invoice_id`
FOREIGN KEY (`invoice_id`) REFERENCES `ip_invoices`(`invoice_id`) ON DELETE SET NULL;
-- Link quotes to clients
ALTER TABLE `ip_quotes`
ADD CONSTRAINT `fk_quotes_client_id`
FOREIGN KEY (`client_id`) REFERENCES `ip_clients`(`client_id`) ON DELETE CASCADE;
Use ON DELETE SET NULL only where appropriate. Backup before running!
2. Schema Comparison Validation
To compare old vs new schema in SQL, use this query format per table:
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-- Example for ip_clients
DESCRIBE ip_clients;
Repeat for old and new databases and compare outputs side-by-side.
Or use a full schema diff tool like:
- MySQL Workbench → Schema Sync Tool
- pt-table-sync from Percona Toolkit
- dbForge Schema Compare (GUI-based, great for visual comparison)
3. Data Migration Validation Queries
These help validate record presence, structure compatibility, and row counts.
sql
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-- Total client count comparison
SELECT COUNT(*) FROM old_db.ip_clients;
SELECT COUNT(*) FROM new_db.ip_clients;
-- Find invoices with missing clients
SELECT i.invoice_id FROM ip_invoices i
LEFT JOIN ip_clients c ON i.client_id = c.client_id
WHERE c.client_id IS NULL;
-- Check for missing invoice items
SELECT ii.item_id FROM ip_invoice_items ii
LEFT JOIN ip_invoices i ON ii.invoice_id = i.invoice_id
WHERE i.invoice_id IS NULL;
4. UI Feature Test Checklist
Log into the InvoicePlane app and validate these actions:
| Feature |
Expected Behavior |
Status |
| Log in/out |
No errors, redirect to dashboard |
|
| Create client |
Saves new client, appears in list |
|
| Create invoice |
Adds invoice, itemizes correctly |
|
| Apply tax rates |
Tax totals calculate correctly |
|
| Create and approve quote |
Works and converts to invoice |
|
| Add payment to invoice |
Reflects in payment list and totals |
|
| Export PDF of invoice |
Generates and downloads without error |
|
| View reports |
Displays accurate totals/graphs |
|
| Change settings |
Settings persist after save |
|
Clear browser cache and any application cache if issues persist after the upgrade.
Bonus: Backup Strategy Post-Migration
Once everything is confirmed working:
- Take a fresh SQL dump of the new database.
- Archive your v1.4.6 dump for fallback history.
- Version your backup scripts for reproducibility.
Would you like a downloadable .sql or .md version of this bundle? Or should I help you generate validation scripts tailored to your exact data?
4o
You said:
downloadable .sql
ChatGPT said:
Your full upgrade wrap-up bundle is ready. You can download it here:
invoiceplane_upgrade_wrapup.sql
This .sql file includes:
- Foreign key constraints for key relationships.
- Validation queries for data integrity after migration.
Let me know if you want to add more checks or convert this into a full migration script!
Considerations:
Upgrade Process Recap
Final Wrap-Up Steps
2. Foreign Key Constraints (Optional)
You are now officially:
Fix recommendation: