feat: add Einnahmen Kategorien management page with CRUD functionality
- Implemented a new route for managing Einnahmen Kategorien. - Added auto-seeding of default Einnahmen Kategorien if none exist. - Integrated category usage tracking to prevent deletion of in-use categories. - Enhanced Einnahmen page to link to the new Kategorien management. - Updated Prisma schema and seed script to include default categories. - Added a modal for detailed view of Einnahmen by category and month. - Refactored existing Einnahmen page to accommodate new category structure. - Introduced PostCSS configuration for Tailwind CSS support. - Created a new migration to update existing category labels in the database. - Added TypeScript configuration for stricter type checking. - Set up Vite configuration for improved development experience with React Router.
This commit is contained in:
hwinkel
@@ -0,0 +1,51 @@
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import { getApiUser } from "@/session.server";
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import prisma from "@/lib/prisma.server";
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import { z } from "zod";
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const updateSchema = z.object({
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name: z.string().min(1, "Name ist erforderlich").max(100),
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});
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export async function action({
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request,
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params,
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}: {
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request: Request;
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params: { id: string; katId: string };
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}) {
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const user = await getApiUser(request);
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if (!user) return Response.json({ error: "Unauthorized" }, { status: 401 });
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const kat = await prisma.buchungKategorie.findFirst({
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where: { id: params.katId, companyId: params.id, company: { userId: user.id } },
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});
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if (!kat) return Response.json({ error: "Not found" }, { status: 404 });
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if (request.method === "DELETE") {
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const usedCount = await prisma.buchung.count({
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where: { companyId: params.id, kategorie: kat.name, isBusinessRecord: true },
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});
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if (usedCount > 0) {
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return Response.json(
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{ error: `Kategorie wird von ${usedCount} Buchung(en) verwendet und kann nicht gelöscht werden.` },
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{ status: 409 }
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);
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}
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await prisma.buchungKategorie.delete({ where: { id: params.katId } });
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return Response.json({ ok: true });
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}
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if (request.method === "PUT") {
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const body = await request.json();
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const parsed = updateSchema.safeParse(body);
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if (!parsed.success) return Response.json({ error: parsed.error.issues }, { status: 400 });
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const updated = await prisma.buchungKategorie.update({
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where: { id: params.katId },
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data: { name: parsed.data.name },
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});
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return Response.json(updated);
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}
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return Response.json({ error: "Method not allowed" }, { status: 405 });
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}
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@@ -0,0 +1,69 @@
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import { getApiUser } from "@/session.server";
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import prisma from "@/lib/prisma.server";
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import { z } from "zod";
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const createSchema = z.object({
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name: z.string().min(1, "Name ist erforderlich").max(100),
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typ: z.enum(["AUSGABE", "EINNAHME"]),
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});
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export async function loader({ request, params }: { request: Request; params: { id: string } }) {
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const user = await getApiUser(request);
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if (!user) return Response.json({ error: "Unauthorized" }, { status: 401 });
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const company = await prisma.company.findFirst({
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where: { id: params.id, userId: user.id },
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select: { id: true },
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});
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if (!company) return Response.json({ error: "Not found" }, { status: 404 });
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const { searchParams } = new URL(request.url);
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const typ = searchParams.get("typ") as "AUSGABE" | "EINNAHME" | null;
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if (!typ || !["AUSGABE", "EINNAHME"].includes(typ)) {
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return Response.json({ error: "typ (AUSGABE|EINNAHME) required" }, { status: 400 });
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}
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const kats = await prisma.buchungKategorie.findMany({
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where: { companyId: params.id, typ },
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orderBy: { name: "asc" },
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});
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const withUsage = await Promise.all(
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kats.map(async (k) => ({
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id: k.id,
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name: k.name,
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typ: k.typ,
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inUse:
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(await prisma.buchung.count({
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where: { companyId: params.id, kategorie: k.name, isBusinessRecord: true },
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})) > 0,
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}))
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);
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return Response.json(withUsage);
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}
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export async function action({ request, params }: { request: Request; params: { id: string } }) {
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const user = await getApiUser(request);
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if (!user) return Response.json({ error: "Unauthorized" }, { status: 401 });
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const company = await prisma.company.findFirst({
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where: { id: params.id, userId: user.id },
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select: { id: true },
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});
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if (!company) return Response.json({ error: "Not found" }, { status: 404 });
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const body = await request.json();
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const parsed = createSchema.safeParse(body);
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if (!parsed.success) return Response.json({ error: parsed.error.issues }, { status: 400 });
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const kat = await prisma.buchungKategorie.create({
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data: {
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companyId: params.id,
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name: parsed.data.name,
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typ: parsed.data.typ,
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},
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});
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return Response.json(kat, { status: 201 });
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}
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@@ -0,0 +1,270 @@
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import { useState } from "react";
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import { Link, useLoaderData, useRevalidator } from "react-router";
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import { requireUser } from "@/session.server";
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import prisma from "@/lib/prisma.server";
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import { DEFAULT_AUSGABE_KATEGORIEN } from "@/lib/kategorie-defaults";
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import { Card, CardContent } from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { Dialog, DialogContent, DialogHeader, DialogTitle } from "@/components/ui/dialog";
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import { ChevronLeft, Plus, Pencil, Trash2, Loader2 } from "lucide-react";
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export const handle = {
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breadcrumbs: (data: { companyId: string; companyName: string }) => [
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{ label: "Mandanten", href: "/companies" },
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{ label: data.companyName, href: `/companies/${data.companyId}` },
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{ label: "Betriebsausgaben", href: `/companies/${data.companyId}/ausgaben` },
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{ label: "Kategorien" },
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],
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};
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interface Kategorie {
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id: string;
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name: string;
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inUse: boolean;
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}
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export async function loader({ request, params }: { request: Request; params: { id: string } }) {
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const user = await requireUser(request);
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const company = await prisma.company.findFirst({
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where: { id: params.id, userId: user.id },
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select: { id: true, name: true },
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});
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if (!company) throw new Response("Not Found", { status: 404 });
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// Auto-seed Standardkategorien wenn noch keine vorhanden
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const existing = await prisma.buchungKategorie.count({
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where: { companyId: params.id, typ: "AUSGABE" },
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});
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if (existing === 0) {
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await prisma.buchungKategorie.createMany({
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data: DEFAULT_AUSGABE_KATEGORIEN.map((name) => ({
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companyId: params.id,
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name,
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typ: "AUSGABE",
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})),
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skipDuplicates: true,
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});
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}
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const kats = await prisma.buchungKategorie.findMany({
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where: { companyId: params.id, typ: "AUSGABE" },
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orderBy: { name: "asc" },
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});
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const withUsage = await Promise.all(
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kats.map(async (k) => ({
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id: k.id,
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name: k.name,
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inUse:
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(await prisma.buchung.count({
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where: { companyId: params.id, kategorie: k.name, isBusinessRecord: true },
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})) > 0,
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}))
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);
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return {
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companyId: company.id,
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companyName: company.name,
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kategorien: withUsage,
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};
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}
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export default function AusgabenKategorienPage() {
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const { kategorien: initialKategorien, companyId, companyName } =
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useLoaderData<typeof loader>();
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const { revalidate } = useRevalidator();
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const [kategorien, setKategorien] = useState<Kategorie[]>(initialKategorien);
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const [saving, setSaving] = useState(false);
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const [deleting, setDeleting] = useState<string | null>(null);
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const [dialogOpen, setDialogOpen] = useState(false);
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const [editingId, setEditingId] = useState<string | null>(null);
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const [name, setName] = useState("");
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const [nameError, setNameError] = useState("");
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async function reload() {
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const res = await fetch(`/api/companies/${companyId}/buchungkategorien?typ=AUSGABE`);
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const data: Kategorie[] = await res.json();
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setKategorien(data);
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}
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function openCreate() {
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setEditingId(null);
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setName("");
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setNameError("");
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setDialogOpen(true);
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}
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function openEdit(k: Kategorie) {
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setEditingId(k.id);
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setName(k.name);
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setNameError("");
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setDialogOpen(true);
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}
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async function handleSave() {
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if (!name.trim()) { setNameError("Name ist erforderlich"); return; }
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setSaving(true);
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try {
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if (editingId) {
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const res = await fetch(`/api/companies/${companyId}/buchungkategorien/${editingId}`, {
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method: "PUT",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ name: name.trim() }),
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});
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if (!res.ok) { setNameError("Fehler beim Speichern"); return; }
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} else {
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const res = await fetch(`/api/companies/${companyId}/buchungkategorien`, {
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method: "POST",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ name: name.trim(), typ: "AUSGABE" }),
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});
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if (!res.ok) { setNameError("Kategorie existiert bereits"); return; }
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}
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setDialogOpen(false);
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await reload();
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revalidate();
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} finally {
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setSaving(false);
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}
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}
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async function handleDelete(k: Kategorie) {
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if (!confirm(`Kategorie "${k.name}" wirklich löschen?`)) return;
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setDeleting(k.id);
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const res = await fetch(`/api/companies/${companyId}/buchungkategorien/${k.id}`, {
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method: "DELETE",
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});
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if (!res.ok) {
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const data = await res.json();
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alert(data.error ?? "Löschen fehlgeschlagen");
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} else {
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await reload();
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revalidate();
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}
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setDeleting(null);
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}
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return (
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<div>
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<Link
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to={`/companies/${companyId}/ausgaben`}
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className="inline-flex items-center gap-1 text-sm text-gray-500 hover:text-gray-700 mb-6"
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>
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<ChevronLeft className="h-4 w-4" /> Zurück zu Betriebsausgaben
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</Link>
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<div className="flex items-center justify-between mb-8">
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<div>
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<h1 className="text-2xl font-bold text-gray-900">Ausgaben-Kategorien</h1>
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<p className="text-gray-500 mt-1">{companyName}</p>
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</div>
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<Button onClick={openCreate} className="bg-rose-600 hover:bg-rose-700">
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<Plus className="h-4 w-4" />
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Neue Kategorie
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</Button>
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</div>
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{kategorien.length === 0 ? (
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<Card>
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<CardContent className="py-16 text-center text-gray-400">
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<p className="text-sm">Noch keine Kategorien vorhanden.</p>
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<Button variant="outline" className="mt-4" onClick={openCreate}>
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<Plus className="h-4 w-4" /> Erste Kategorie anlegen
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</Button>
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</CardContent>
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</Card>
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) : (
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<Card>
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<div className="overflow-x-auto">
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<table className="w-full text-sm border-collapse">
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<thead>
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<tr className="border-b border-slate-200 bg-slate-50">
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<th className="px-4 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">
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Name
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</th>
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<th className="px-3 py-2.5 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">
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In Verwendung
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</th>
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<th className="px-3 py-2.5 w-20" />
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</tr>
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</thead>
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<tbody className="divide-y divide-slate-100">
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{kategorien.map((k) => (
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<tr key={k.id} className="hover:bg-slate-50/60 group">
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<td className="px-4 py-2.5 text-slate-700 font-medium">{k.name}</td>
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<td className="px-3 py-2.5 text-center">
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{k.inUse ? (
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<span className="text-xs text-emerald-600 font-medium">Ja</span>
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) : (
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<span className="text-xs text-slate-400">Nein</span>
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)}
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</td>
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<td className="px-3 py-2.5">
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<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
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<button
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onClick={() => openEdit(k)}
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className="p-1 rounded hover:bg-slate-100 text-slate-500 hover:text-slate-700"
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title="Umbenennen"
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>
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<Pencil className="h-3.5 w-3.5" />
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</button>
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<button
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onClick={() => handleDelete(k)}
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disabled={k.inUse || deleting === k.id}
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className="p-1 rounded hover:bg-red-50 text-slate-400 hover:text-red-600 disabled:opacity-30 disabled:cursor-not-allowed"
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title={k.inUse ? "Wird verwendet – kann nicht gelöscht werden" : "Löschen"}
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>
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{deleting === k.id ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<Trash2 className="h-3.5 w-3.5" />
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)}
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</button>
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</div>
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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</Card>
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)}
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<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
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<DialogContent className="sm:max-w-sm">
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<DialogHeader>
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<DialogTitle>{editingId ? "Kategorie umbenennen" : "Neue Kategorie"}</DialogTitle>
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</DialogHeader>
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<div className="py-2">
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<label className="block text-sm font-medium text-gray-700 mb-1">
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Name <span className="text-red-500">*</span>
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</label>
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<input
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type="text"
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value={name}
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onChange={(e) => { setName(e.target.value); setNameError(""); }}
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onKeyDown={(e) => e.key === "Enter" && handleSave()}
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placeholder="z.B. Marketingkosten"
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className="w-full rounded-lg border border-gray-300 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-rose-500"
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autoFocus
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/>
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{nameError && <p className="mt-1 text-xs text-red-500">{nameError}</p>}
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</div>
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<div className="flex justify-end gap-2 pt-2">
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<Button variant="outline" onClick={() => setDialogOpen(false)}>Abbrechen</Button>
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<Button
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onClick={handleSave}
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disabled={saving || !name.trim()}
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className="bg-rose-600 hover:bg-rose-700"
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>
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{saving && <Loader2 className="h-4 w-4 animate-spin" />}
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{editingId ? "Speichern" : "Anlegen"}
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</Button>
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</div>
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</DialogContent>
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</Dialog>
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||||
</div>
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||||
);
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}
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@@ -1,4 +1,4 @@
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import { useState } from "react";
|
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import { useState, useMemo } from "react";
|
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import { Link, useLoaderData, useRevalidator } from "react-router";
|
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import { requireUser } from "@/session.server";
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import prisma from "@/lib/prisma.server";
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@@ -8,7 +8,7 @@ import { Badge } from "@/components/ui/badge";
|
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import { Dialog, DialogContent, DialogHeader, DialogTitle } from "@/components/ui/dialog";
|
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import { ChevronLeft, Plus, Pencil, Trash2, Loader2, Banknote, Landmark } from "lucide-react";
|
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import { formatCurrency } from "@/lib/tax";
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import { AUSGABE_KATEGORIEN, KATEGORIE_LABELS, type AusgabeKategorieKey } from "@/lib/ausgaben";
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import { DEFAULT_AUSGABE_KATEGORIEN } from "@/lib/kategorie-defaults";
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|
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export const handle = {
|
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breadcrumbs: (data: { companyId: string; companyName: string }) => [
|
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@@ -18,6 +18,8 @@ export const handle = {
|
||||
],
|
||||
};
|
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const MONAT_LABELS = ["Jan","Feb","Mär","Apr","Mai","Jun","Jul","Aug","Sep","Okt","Nov","Dez"];
|
||||
|
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const STEUERSAETZE = [
|
||||
{ label: "Keine (0 %)", value: 0 },
|
||||
{ label: "7 %", value: 7 },
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||||
@@ -26,7 +28,7 @@ const STEUERSAETZE = [
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|
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interface Ausgabe {
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id: string;
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kategorie: AusgabeKategorieKey;
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kategorie: string;
|
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betrag: number;
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steuersatz: number;
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zahlungsart: "KASSE" | "BANK";
|
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@@ -35,7 +37,7 @@ interface Ausgabe {
|
||||
}
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||||
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const emptyForm = {
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kategorie: "SONSTIGER_BETRIEBSBEDARF" as AusgabeKategorieKey,
|
||||
kategorie: "",
|
||||
betrag: "",
|
||||
steuersatz: 19,
|
||||
zahlungsart: "BANK" as "KASSE" | "BANK",
|
||||
@@ -51,6 +53,27 @@ export async function loader({ request, params }: { request: Request; params: {
|
||||
});
|
||||
if (!company) throw new Response("Not Found", { status: 404 });
|
||||
|
||||
// Auto-seed Standardkategorien wenn noch keine vorhanden
|
||||
const katCount = await prisma.buchungKategorie.count({
|
||||
where: { companyId: params.id, typ: "AUSGABE" },
|
||||
});
|
||||
if (katCount === 0) {
|
||||
await prisma.buchungKategorie.createMany({
|
||||
data: DEFAULT_AUSGABE_KATEGORIEN.map((name) => ({
|
||||
companyId: params.id,
|
||||
name,
|
||||
typ: "AUSGABE",
|
||||
})),
|
||||
skipDuplicates: true,
|
||||
});
|
||||
}
|
||||
|
||||
const kategorien = await prisma.buchungKategorie.findMany({
|
||||
where: { companyId: params.id, typ: "AUSGABE" },
|
||||
orderBy: { name: "asc" },
|
||||
select: { name: true },
|
||||
});
|
||||
|
||||
const year = new Date().getFullYear();
|
||||
const ausgaben = await prisma.buchung.findMany({
|
||||
where: {
|
||||
@@ -66,11 +89,12 @@ export async function loader({ request, params }: { request: Request; params: {
|
||||
companyId: company.id,
|
||||
companyName: company.name,
|
||||
initialYear: year,
|
||||
kategorien: kategorien.map((k) => k.name),
|
||||
ausgaben: ausgaben.map((a) => ({
|
||||
id: a.id,
|
||||
kategorie: (a.kategorie || "SONSTIGER_BETRIEBSBEDARF") as AusgabeKategorieKey,
|
||||
kategorie: a.kategorie ?? "",
|
||||
betrag: Number(a.amount),
|
||||
steuersatz: a.steuersatz || 19,
|
||||
steuersatz: (a.steuersatz as number | null) ?? 19,
|
||||
zahlungsart: (a.zahlungsart as "KASSE" | "BANK") || "BANK",
|
||||
datum: a.date.toISOString(),
|
||||
beschreibung: a.description,
|
||||
@@ -79,7 +103,7 @@ export async function loader({ request, params }: { request: Request; params: {
|
||||
}
|
||||
|
||||
export default function AusgabenPage() {
|
||||
const { ausgaben: initialAusgaben, companyId, companyName, initialYear } =
|
||||
const { ausgaben: initialAusgaben, companyId, companyName, initialYear, kategorien } =
|
||||
useLoaderData<typeof loader>();
|
||||
const { revalidate } = useRevalidator();
|
||||
|
||||
@@ -92,6 +116,7 @@ export default function AusgabenPage() {
|
||||
const [dialogOpen, setDialogOpen] = useState(false);
|
||||
const [editingId, setEditingId] = useState<string | null>(null);
|
||||
const [form, setForm] = useState(emptyForm);
|
||||
const [cellModal, setCellModal] = useState<{ kategorie: string; monat: number } | null>(null);
|
||||
|
||||
const years = Array.from({ length: 5 }, (_, i) => new Date().getFullYear() - i);
|
||||
|
||||
@@ -99,14 +124,22 @@ export default function AusgabenPage() {
|
||||
setYear(y);
|
||||
setLoadingYear(true);
|
||||
const res = await fetch(`/api/ausgaben?companyId=${companyId}&year=${y}`);
|
||||
const data: Ausgabe[] = await res.json();
|
||||
setAusgaben(data);
|
||||
const raw: Array<Record<string, unknown>> = await res.json();
|
||||
setAusgaben(raw.map((a) => ({
|
||||
id: a.id as string,
|
||||
kategorie: (a.kategorie as string) ?? "",
|
||||
betrag: Number(a.amount),
|
||||
steuersatz: (a.steuersatz as number | null) ?? 19,
|
||||
zahlungsart: ((a.zahlungsart as string) || "BANK") as "KASSE" | "BANK",
|
||||
datum: a.date as string,
|
||||
beschreibung: (a.description as string | null) ?? null,
|
||||
})));
|
||||
setLoadingYear(false);
|
||||
}
|
||||
|
||||
function openCreate() {
|
||||
setEditingId(null);
|
||||
setForm({ ...emptyForm, datum: `${year}-01-01` });
|
||||
setForm({ ...emptyForm, datum: `${year}-01-01`, kategorie: kategorien[0] ?? "" });
|
||||
setDialogOpen(true);
|
||||
}
|
||||
|
||||
@@ -173,6 +206,25 @@ export default function AusgabenPage() {
|
||||
return s + (rate > 0 ? Math.round((a.betrag / (1 + rate)) * rate * 100) / 100 : 0);
|
||||
}, 0);
|
||||
|
||||
const activeMonate = useMemo(() => {
|
||||
const set = new Set(ausgaben.map((a) => new Date(a.datum).getMonth()));
|
||||
return Array.from({ length: 12 }, (_, i) => i).filter((m) => set.has(m));
|
||||
}, [ausgaben]);
|
||||
|
||||
const pivot = useMemo(() => {
|
||||
const map = new Map<string, Map<number, Ausgabe[]>>();
|
||||
for (const a of ausgaben) {
|
||||
if (!map.has(a.kategorie)) map.set(a.kategorie, new Map());
|
||||
const monat = new Date(a.datum).getMonth();
|
||||
const inner = map.get(a.kategorie)!;
|
||||
if (!inner.has(monat)) inner.set(monat, []);
|
||||
inner.get(monat)!.push(a);
|
||||
}
|
||||
return map;
|
||||
}, [ausgaben]);
|
||||
|
||||
const activeKategorien = useMemo(() => Array.from(pivot.keys()), [pivot]);
|
||||
|
||||
const formValid = form.kategorie && parseFloat(form.betrag) > 0 && form.datum.length > 0;
|
||||
|
||||
return (
|
||||
@@ -197,6 +249,12 @@ export default function AusgabenPage() {
|
||||
>
|
||||
{years.map((y) => <option key={y} value={y}>{y}</option>)}
|
||||
</select>
|
||||
<Link
|
||||
to={`/companies/${companyId}/ausgaben/kategorien`}
|
||||
className="text-sm text-gray-500 hover:text-gray-700 underline-offset-2 hover:underline"
|
||||
>
|
||||
Kategorien verwalten
|
||||
</Link>
|
||||
<Button onClick={openCreate} className="bg-rose-600 hover:bg-rose-700">
|
||||
<Plus className="h-4 w-4" />
|
||||
Neue Ausgabe
|
||||
@@ -238,7 +296,7 @@ export default function AusgabenPage() {
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Liste */}
|
||||
{/* Pivottabelle */}
|
||||
{loadingYear ? (
|
||||
<div className="flex items-center justify-center py-16 text-gray-400">
|
||||
<Loader2 className="h-6 w-6 animate-spin mr-2" />
|
||||
@@ -260,77 +318,42 @@ export default function AusgabenPage() {
|
||||
<table className="w-full text-sm border-collapse">
|
||||
<thead>
|
||||
<tr className="border-b border-slate-200 bg-slate-50">
|
||||
<th className="px-4 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Datum</th>
|
||||
<th className="px-3 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Kategorie</th>
|
||||
<th className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Brutto</th>
|
||||
<th className="px-3 py-2.5 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">MwSt.</th>
|
||||
<th className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Netto</th>
|
||||
<th className="px-3 py-2.5 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">Zahlung</th>
|
||||
<th className="px-3 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Notiz</th>
|
||||
<th className="px-3 py-2.5 w-16" />
|
||||
<th className="px-4 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Kategorie</th>
|
||||
{activeMonate.map((m) => (
|
||||
<th key={m} className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">
|
||||
{MONAT_LABELS[m]}
|
||||
</th>
|
||||
))}
|
||||
<th className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Gesamt</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y divide-slate-100">
|
||||
{ausgaben.map((a) => {
|
||||
const rate = a.steuersatz / 100;
|
||||
const netto = rate > 0 ? Math.round((a.betrag / (1 + rate)) * 100) / 100 : a.betrag;
|
||||
{activeKategorien.map((kat) => {
|
||||
const katMap = pivot.get(kat)!;
|
||||
const katGesamt = [...katMap.values()].flat().reduce((s, a) => s + a.betrag, 0);
|
||||
return (
|
||||
<tr key={a.id} className="hover:bg-slate-50/60 group">
|
||||
<td className="px-4 py-2.5 text-slate-600 whitespace-nowrap">
|
||||
{new Date(a.datum).toLocaleDateString("de-DE")}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-slate-700 font-medium">
|
||||
{KATEGORIE_LABELS[a.kategorie]}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-right font-medium text-rose-700 whitespace-nowrap">
|
||||
{formatCurrency(a.betrag)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-center">
|
||||
{a.steuersatz > 0 ? (
|
||||
<Badge variant="secondary">{a.steuersatz} %</Badge>
|
||||
) : (
|
||||
<span className="text-slate-300 text-xs">—</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-right text-slate-600 whitespace-nowrap">
|
||||
{formatCurrency(netto)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-center">
|
||||
{a.zahlungsart === "BANK" ? (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-blue-600 font-medium">
|
||||
<Landmark className="h-3 w-3" /> Bank
|
||||
</span>
|
||||
) : (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-amber-600 font-medium">
|
||||
<Banknote className="h-3 w-3" /> Kasse
|
||||
</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-slate-400 text-xs truncate max-w-xs">
|
||||
{a.beschreibung ?? ""}
|
||||
</td>
|
||||
<td className="px-3 py-2.5">
|
||||
<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
|
||||
<button
|
||||
onClick={() => openEdit(a)}
|
||||
className="p-1 rounded hover:bg-slate-100 text-slate-500 hover:text-slate-700"
|
||||
title="Bearbeiten"
|
||||
>
|
||||
<Pencil className="h-3.5 w-3.5" />
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleDelete(a.id)}
|
||||
disabled={deleting === a.id}
|
||||
className="p-1 rounded hover:bg-red-50 text-slate-400 hover:text-red-600"
|
||||
title="Löschen"
|
||||
>
|
||||
{deleting === a.id ? (
|
||||
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
||||
<tr key={kat} className="hover:bg-slate-50/60">
|
||||
<td className="px-4 py-2.5 text-slate-700 font-medium">{kat}</td>
|
||||
{activeMonate.map((m) => {
|
||||
const items = katMap.get(m);
|
||||
const sum = items?.reduce((s, a) => s + a.betrag, 0) ?? 0;
|
||||
return (
|
||||
<td key={m} className="px-3 py-2.5 text-right">
|
||||
{items ? (
|
||||
<button
|
||||
onClick={() => setCellModal({ kategorie: kat, monat: m })}
|
||||
className="text-rose-700 font-medium hover:underline cursor-pointer whitespace-nowrap"
|
||||
>
|
||||
{formatCurrency(sum)}
|
||||
</button>
|
||||
) : (
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
<span className="text-slate-300">—</span>
|
||||
)}
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
);
|
||||
})}
|
||||
<td className="px-3 py-2.5 text-right font-bold text-rose-700 whitespace-nowrap">
|
||||
{formatCurrency(katGesamt)}
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
@@ -338,13 +361,20 @@ export default function AusgabenPage() {
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr className="border-t-2 border-slate-300 bg-slate-50">
|
||||
<td colSpan={2} className="px-4 py-2.5 text-xs font-bold text-slate-700">Gesamt</td>
|
||||
<td className="px-3 py-2.5 text-right text-xs font-bold text-rose-600">{formatCurrency(gesamt)}</td>
|
||||
<td />
|
||||
<td className="px-3 py-2.5 text-right text-xs font-bold text-slate-600">
|
||||
{formatCurrency(gesamt - vorstGesamt)}
|
||||
<td className="px-4 py-2.5 text-xs font-bold text-slate-700">Gesamt</td>
|
||||
{activeMonate.map((m) => {
|
||||
const monatSum = ausgaben
|
||||
.filter((a) => new Date(a.datum).getMonth() === m)
|
||||
.reduce((s, a) => s + a.betrag, 0);
|
||||
return (
|
||||
<td key={m} className="px-3 py-2.5 text-right text-xs font-bold text-slate-700 whitespace-nowrap">
|
||||
{formatCurrency(monatSum)}
|
||||
</td>
|
||||
);
|
||||
})}
|
||||
<td className="px-3 py-2.5 text-right text-xs font-bold text-rose-600 whitespace-nowrap">
|
||||
{formatCurrency(gesamt)}
|
||||
</td>
|
||||
<td colSpan={3} />
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
@@ -352,6 +382,116 @@ export default function AusgabenPage() {
|
||||
</Card>
|
||||
)}
|
||||
|
||||
{/* Zellen-Detail-Modal */}
|
||||
<Dialog open={!!cellModal} onOpenChange={(o) => !o && setCellModal(null)}>
|
||||
<DialogContent className="sm:max-w-2xl max-h-[80vh] overflow-y-auto">
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
{cellModal && `${cellModal.kategorie} – ${MONAT_LABELS[cellModal.monat]} ${year}`}
|
||||
</DialogTitle>
|
||||
</DialogHeader>
|
||||
{cellModal && (() => {
|
||||
const items = pivot.get(cellModal.kategorie)?.get(cellModal.monat) ?? [];
|
||||
const monatGesamt = items.reduce((s, a) => s + a.betrag, 0);
|
||||
const monatVorst = items.reduce((s, a) => {
|
||||
const rate = a.steuersatz / 100;
|
||||
return s + (rate > 0 ? Math.round((a.betrag / (1 + rate)) * rate * 100) / 100 : 0);
|
||||
}, 0);
|
||||
return (
|
||||
<div className="overflow-x-auto">
|
||||
<table className="w-full text-sm border-collapse">
|
||||
<thead>
|
||||
<tr className="border-b border-slate-200 bg-slate-50">
|
||||
<th className="px-3 py-2 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Datum</th>
|
||||
<th className="px-3 py-2 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Brutto</th>
|
||||
<th className="px-3 py-2 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">MwSt.</th>
|
||||
<th className="px-3 py-2 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Netto</th>
|
||||
<th className="px-3 py-2 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">Zahlung</th>
|
||||
<th className="px-3 py-2 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Notiz</th>
|
||||
<th className="px-3 py-2 w-16" />
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y divide-slate-100">
|
||||
{items.map((a) => {
|
||||
const rate = a.steuersatz / 100;
|
||||
const netto = rate > 0 ? Math.round((a.betrag / (1 + rate)) * 100) / 100 : a.betrag;
|
||||
return (
|
||||
<tr key={a.id} className="hover:bg-slate-50/60 group">
|
||||
<td className="px-3 py-2 text-slate-600 whitespace-nowrap">
|
||||
{new Date(a.datum).toLocaleDateString("de-DE")}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-right font-medium text-rose-700 whitespace-nowrap">
|
||||
{formatCurrency(a.betrag)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-center">
|
||||
{a.steuersatz > 0 ? (
|
||||
<Badge variant="secondary">{a.steuersatz} %</Badge>
|
||||
) : (
|
||||
<span className="text-slate-300 text-xs">—</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-right text-slate-600 whitespace-nowrap">
|
||||
{formatCurrency(netto)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-center">
|
||||
{a.zahlungsart === "BANK" ? (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-blue-600 font-medium">
|
||||
<Landmark className="h-3 w-3" /> Bank
|
||||
</span>
|
||||
) : (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-amber-600 font-medium">
|
||||
<Banknote className="h-3 w-3" /> Kasse
|
||||
</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-slate-400 text-xs truncate max-w-[12rem]">
|
||||
{a.beschreibung ?? ""}
|
||||
</td>
|
||||
<td className="px-3 py-2">
|
||||
<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
|
||||
<button
|
||||
onClick={() => { setCellModal(null); openEdit(a); }}
|
||||
className="p-1 rounded hover:bg-slate-100 text-slate-500 hover:text-slate-700"
|
||||
title="Bearbeiten"
|
||||
>
|
||||
<Pencil className="h-3.5 w-3.5" />
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleDelete(a.id)}
|
||||
disabled={deleting === a.id}
|
||||
className="p-1 rounded hover:bg-red-50 text-slate-400 hover:text-red-600"
|
||||
title="Löschen"
|
||||
>
|
||||
{deleting === a.id ? (
|
||||
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
||||
) : (
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
)}
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr className="border-t-2 border-slate-300 bg-slate-50">
|
||||
<td className="px-3 py-2 text-xs font-bold text-slate-700">Gesamt</td>
|
||||
<td className="px-3 py-2 text-right text-xs font-bold text-rose-600">{formatCurrency(monatGesamt)}</td>
|
||||
<td />
|
||||
<td className="px-3 py-2 text-right text-xs font-bold text-slate-600">
|
||||
{formatCurrency(monatGesamt - monatVorst)}
|
||||
</td>
|
||||
<td colSpan={3} />
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
);
|
||||
})()}
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
|
||||
{/* Dialog */}
|
||||
<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
|
||||
<DialogContent className="sm:max-w-md">
|
||||
@@ -394,11 +534,11 @@ export default function AusgabenPage() {
|
||||
</label>
|
||||
<select
|
||||
value={form.kategorie}
|
||||
onChange={(e) => setForm((f) => ({ ...f, kategorie: e.target.value as AusgabeKategorieKey }))}
|
||||
onChange={(e) => setForm((f) => ({ ...f, kategorie: e.target.value }))}
|
||||
className="w-full rounded-lg border border-gray-300 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-rose-500"
|
||||
>
|
||||
{AUSGABE_KATEGORIEN.map((k) => (
|
||||
<option key={k} value={k}>{KATEGORIE_LABELS[k]}</option>
|
||||
{kategorien.map((k) => (
|
||||
<option key={k} value={k}>{k}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
@@ -0,0 +1,270 @@
|
||||
import { useState } from "react";
|
||||
import { Link, useLoaderData, useRevalidator } from "react-router";
|
||||
import { requireUser } from "@/session.server";
|
||||
import prisma from "@/lib/prisma.server";
|
||||
import { DEFAULT_EINNAHME_KATEGORIEN } from "@/lib/kategorie-defaults";
|
||||
import { Card, CardContent } from "@/components/ui/card";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Dialog, DialogContent, DialogHeader, DialogTitle } from "@/components/ui/dialog";
|
||||
import { ChevronLeft, Plus, Pencil, Trash2, Loader2 } from "lucide-react";
|
||||
|
||||
export const handle = {
|
||||
breadcrumbs: (data: { companyId: string; companyName: string }) => [
|
||||
{ label: "Mandanten", href: "/companies" },
|
||||
{ label: data.companyName, href: `/companies/${data.companyId}` },
|
||||
{ label: "Sonstige Einnahmen", href: `/companies/${data.companyId}/einnahmen` },
|
||||
{ label: "Kategorien" },
|
||||
],
|
||||
};
|
||||
|
||||
interface Kategorie {
|
||||
id: string;
|
||||
name: string;
|
||||
inUse: boolean;
|
||||
}
|
||||
|
||||
export async function loader({ request, params }: { request: Request; params: { id: string } }) {
|
||||
const user = await requireUser(request);
|
||||
const company = await prisma.company.findFirst({
|
||||
where: { id: params.id, userId: user.id },
|
||||
select: { id: true, name: true },
|
||||
});
|
||||
if (!company) throw new Response("Not Found", { status: 404 });
|
||||
|
||||
// Auto-seed Standardkategorien wenn noch keine vorhanden
|
||||
const existing = await prisma.buchungKategorie.count({
|
||||
where: { companyId: params.id, typ: "EINNAHME" },
|
||||
});
|
||||
if (existing === 0) {
|
||||
await prisma.buchungKategorie.createMany({
|
||||
data: DEFAULT_EINNAHME_KATEGORIEN.map((name) => ({
|
||||
companyId: params.id,
|
||||
name,
|
||||
typ: "EINNAHME",
|
||||
})),
|
||||
skipDuplicates: true,
|
||||
});
|
||||
}
|
||||
|
||||
const kats = await prisma.buchungKategorie.findMany({
|
||||
where: { companyId: params.id, typ: "EINNAHME" },
|
||||
orderBy: { name: "asc" },
|
||||
});
|
||||
|
||||
const withUsage = await Promise.all(
|
||||
kats.map(async (k) => ({
|
||||
id: k.id,
|
||||
name: k.name,
|
||||
inUse:
|
||||
(await prisma.buchung.count({
|
||||
where: { companyId: params.id, kategorie: k.name, isBusinessRecord: true },
|
||||
})) > 0,
|
||||
}))
|
||||
);
|
||||
|
||||
return {
|
||||
companyId: company.id,
|
||||
companyName: company.name,
|
||||
kategorien: withUsage,
|
||||
};
|
||||
}
|
||||
|
||||
export default function EinnahmenKategorienPage() {
|
||||
const { kategorien: initialKategorien, companyId, companyName } =
|
||||
useLoaderData<typeof loader>();
|
||||
const { revalidate } = useRevalidator();
|
||||
|
||||
const [kategorien, setKategorien] = useState<Kategorie[]>(initialKategorien);
|
||||
const [saving, setSaving] = useState(false);
|
||||
const [deleting, setDeleting] = useState<string | null>(null);
|
||||
|
||||
const [dialogOpen, setDialogOpen] = useState(false);
|
||||
const [editingId, setEditingId] = useState<string | null>(null);
|
||||
const [name, setName] = useState("");
|
||||
const [nameError, setNameError] = useState("");
|
||||
|
||||
async function reload() {
|
||||
const res = await fetch(`/api/companies/${companyId}/buchungkategorien?typ=EINNAHME`);
|
||||
const data: Kategorie[] = await res.json();
|
||||
setKategorien(data);
|
||||
}
|
||||
|
||||
function openCreate() {
|
||||
setEditingId(null);
|
||||
setName("");
|
||||
setNameError("");
|
||||
setDialogOpen(true);
|
||||
}
|
||||
|
||||
function openEdit(k: Kategorie) {
|
||||
setEditingId(k.id);
|
||||
setName(k.name);
|
||||
setNameError("");
|
||||
setDialogOpen(true);
|
||||
}
|
||||
|
||||
async function handleSave() {
|
||||
if (!name.trim()) { setNameError("Name ist erforderlich"); return; }
|
||||
setSaving(true);
|
||||
try {
|
||||
if (editingId) {
|
||||
const res = await fetch(`/api/companies/${companyId}/buchungkategorien/${editingId}`, {
|
||||
method: "PUT",
|
||||
headers: { "Content-Type": "application/json" },
|
||||
body: JSON.stringify({ name: name.trim() }),
|
||||
});
|
||||
if (!res.ok) { setNameError("Fehler beim Speichern"); return; }
|
||||
} else {
|
||||
const res = await fetch(`/api/companies/${companyId}/buchungkategorien`, {
|
||||
method: "POST",
|
||||
headers: { "Content-Type": "application/json" },
|
||||
body: JSON.stringify({ name: name.trim(), typ: "EINNAHME" }),
|
||||
});
|
||||
if (!res.ok) { setNameError("Kategorie existiert bereits"); return; }
|
||||
}
|
||||
setDialogOpen(false);
|
||||
await reload();
|
||||
revalidate();
|
||||
} finally {
|
||||
setSaving(false);
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(k: Kategorie) {
|
||||
if (!confirm(`Kategorie "${k.name}" wirklich löschen?`)) return;
|
||||
setDeleting(k.id);
|
||||
const res = await fetch(`/api/companies/${companyId}/buchungkategorien/${k.id}`, {
|
||||
method: "DELETE",
|
||||
});
|
||||
if (!res.ok) {
|
||||
const data = await res.json();
|
||||
alert(data.error ?? "Löschen fehlgeschlagen");
|
||||
} else {
|
||||
await reload();
|
||||
revalidate();
|
||||
}
|
||||
setDeleting(null);
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<Link
|
||||
to={`/companies/${companyId}/einnahmen`}
|
||||
className="inline-flex items-center gap-1 text-sm text-gray-500 hover:text-gray-700 mb-6"
|
||||
>
|
||||
<ChevronLeft className="h-4 w-4" /> Zurück zu Sonstige Einnahmen
|
||||
</Link>
|
||||
|
||||
<div className="flex items-center justify-between mb-8">
|
||||
<div>
|
||||
<h1 className="text-2xl font-bold text-gray-900">Einnahmen-Kategorien</h1>
|
||||
<p className="text-gray-500 mt-1">{companyName}</p>
|
||||
</div>
|
||||
<Button onClick={openCreate} className="bg-emerald-600 hover:bg-emerald-700">
|
||||
<Plus className="h-4 w-4" />
|
||||
Neue Kategorie
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
{kategorien.length === 0 ? (
|
||||
<Card>
|
||||
<CardContent className="py-16 text-center text-gray-400">
|
||||
<p className="text-sm">Noch keine Kategorien vorhanden.</p>
|
||||
<Button variant="outline" className="mt-4" onClick={openCreate}>
|
||||
<Plus className="h-4 w-4" /> Erste Kategorie anlegen
|
||||
</Button>
|
||||
</CardContent>
|
||||
</Card>
|
||||
) : (
|
||||
<Card>
|
||||
<div className="overflow-x-auto">
|
||||
<table className="w-full text-sm border-collapse">
|
||||
<thead>
|
||||
<tr className="border-b border-slate-200 bg-slate-50">
|
||||
<th className="px-4 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">
|
||||
Name
|
||||
</th>
|
||||
<th className="px-3 py-2.5 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">
|
||||
In Verwendung
|
||||
</th>
|
||||
<th className="px-3 py-2.5 w-20" />
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y divide-slate-100">
|
||||
{kategorien.map((k) => (
|
||||
<tr key={k.id} className="hover:bg-slate-50/60 group">
|
||||
<td className="px-4 py-2.5 text-slate-700 font-medium">{k.name}</td>
|
||||
<td className="px-3 py-2.5 text-center">
|
||||
{k.inUse ? (
|
||||
<span className="text-xs text-emerald-600 font-medium">Ja</span>
|
||||
) : (
|
||||
<span className="text-xs text-slate-400">Nein</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5">
|
||||
<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
|
||||
<button
|
||||
onClick={() => openEdit(k)}
|
||||
className="p-1 rounded hover:bg-slate-100 text-slate-500 hover:text-slate-700"
|
||||
title="Umbenennen"
|
||||
>
|
||||
<Pencil className="h-3.5 w-3.5" />
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleDelete(k)}
|
||||
disabled={k.inUse || deleting === k.id}
|
||||
className="p-1 rounded hover:bg-red-50 text-slate-400 hover:text-red-600 disabled:opacity-30 disabled:cursor-not-allowed"
|
||||
title={k.inUse ? "Wird verwendet – kann nicht gelöscht werden" : "Löschen"}
|
||||
>
|
||||
{deleting === k.id ? (
|
||||
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
||||
) : (
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
)}
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</Card>
|
||||
)}
|
||||
|
||||
<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
|
||||
<DialogContent className="sm:max-w-sm">
|
||||
<DialogHeader>
|
||||
<DialogTitle>{editingId ? "Kategorie umbenennen" : "Neue Kategorie"}</DialogTitle>
|
||||
</DialogHeader>
|
||||
<div className="py-2">
|
||||
<label className="block text-sm font-medium text-gray-700 mb-1">
|
||||
Name <span className="text-red-500">*</span>
|
||||
</label>
|
||||
<input
|
||||
type="text"
|
||||
value={name}
|
||||
onChange={(e) => { setName(e.target.value); setNameError(""); }}
|
||||
onKeyDown={(e) => e.key === "Enter" && handleSave()}
|
||||
placeholder="z.B. Beratungseinnahmen"
|
||||
className="w-full rounded-lg border border-gray-300 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-emerald-500"
|
||||
autoFocus
|
||||
/>
|
||||
{nameError && <p className="mt-1 text-xs text-red-500">{nameError}</p>}
|
||||
</div>
|
||||
<div className="flex justify-end gap-2 pt-2">
|
||||
<Button variant="outline" onClick={() => setDialogOpen(false)}>Abbrechen</Button>
|
||||
<Button
|
||||
onClick={handleSave}
|
||||
disabled={saving || !name.trim()}
|
||||
className="bg-emerald-600 hover:bg-emerald-700"
|
||||
>
|
||||
{saving && <Loader2 className="h-4 w-4 animate-spin" />}
|
||||
{editingId ? "Speichern" : "Anlegen"}
|
||||
</Button>
|
||||
</div>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -1,4 +1,4 @@
|
||||
import { useState } from "react";
|
||||
import { useState, useMemo } from "react";
|
||||
import { Link, useLoaderData, useRevalidator } from "react-router";
|
||||
import { requireUser } from "@/session.server";
|
||||
import prisma from "@/lib/prisma.server";
|
||||
@@ -8,7 +8,7 @@ import { Badge } from "@/components/ui/badge";
|
||||
import { Dialog, DialogContent, DialogHeader, DialogTitle } from "@/components/ui/dialog";
|
||||
import { ChevronLeft, Plus, Pencil, Trash2, Loader2, Banknote, Landmark } from "lucide-react";
|
||||
import { formatCurrency } from "@/lib/tax";
|
||||
import { EINNAHME_KATEGORIEN, EINNAHME_LABELS, type EinnahmeKategorieKey } from "@/lib/einnahmen";
|
||||
import { DEFAULT_EINNAHME_KATEGORIEN } from "@/lib/kategorie-defaults";
|
||||
|
||||
export const handle = {
|
||||
breadcrumbs: (data: { companyId: string; companyName: string }) => [
|
||||
@@ -18,6 +18,8 @@ export const handle = {
|
||||
],
|
||||
};
|
||||
|
||||
const MONAT_LABELS = ["Jan","Feb","Mär","Apr","Mai","Jun","Jul","Aug","Sep","Okt","Nov","Dez"];
|
||||
|
||||
const STEUERSAETZE = [
|
||||
{ label: "Keine (0 %)", value: 0 },
|
||||
{ label: "7 %", value: 7 },
|
||||
@@ -26,7 +28,7 @@ const STEUERSAETZE = [
|
||||
|
||||
interface Einnahme {
|
||||
id: string;
|
||||
kategorie: EinnahmeKategorieKey;
|
||||
kategorie: string;
|
||||
betrag: number;
|
||||
steuersatz: number;
|
||||
zahlungsart: "KASSE" | "BANK";
|
||||
@@ -35,7 +37,7 @@ interface Einnahme {
|
||||
}
|
||||
|
||||
const emptyForm = {
|
||||
kategorie: "SONSTIGE_EINNAHMEN" as EinnahmeKategorieKey,
|
||||
kategorie: "",
|
||||
betrag: "",
|
||||
steuersatz: 0,
|
||||
zahlungsart: "BANK" as "KASSE" | "BANK",
|
||||
@@ -51,6 +53,27 @@ export async function loader({ request, params }: { request: Request; params: {
|
||||
});
|
||||
if (!company) throw new Response("Not Found", { status: 404 });
|
||||
|
||||
// Auto-seed Standardkategorien wenn noch keine vorhanden
|
||||
const katCount = await prisma.buchungKategorie.count({
|
||||
where: { companyId: params.id, typ: "EINNAHME" },
|
||||
});
|
||||
if (katCount === 0) {
|
||||
await prisma.buchungKategorie.createMany({
|
||||
data: DEFAULT_EINNAHME_KATEGORIEN.map((name) => ({
|
||||
companyId: params.id,
|
||||
name,
|
||||
typ: "EINNAHME",
|
||||
})),
|
||||
skipDuplicates: true,
|
||||
});
|
||||
}
|
||||
|
||||
const kategorien = await prisma.buchungKategorie.findMany({
|
||||
where: { companyId: params.id, typ: "EINNAHME" },
|
||||
orderBy: { name: "asc" },
|
||||
select: { name: true },
|
||||
});
|
||||
|
||||
const year = new Date().getFullYear();
|
||||
const einnahmen = await prisma.buchung.findMany({
|
||||
where: {
|
||||
@@ -66,11 +89,12 @@ export async function loader({ request, params }: { request: Request; params: {
|
||||
companyId: company.id,
|
||||
companyName: company.name,
|
||||
initialYear: year,
|
||||
kategorien: kategorien.map((k) => k.name),
|
||||
einnahmen: einnahmen.map((e) => ({
|
||||
id: e.id,
|
||||
kategorie: (e.kategorie || "SONSTIGE_EINNAHMEN") as EinnahmeKategorieKey,
|
||||
kategorie: e.kategorie ?? "",
|
||||
betrag: Number(e.amount),
|
||||
steuersatz: e.steuersatz || 0,
|
||||
steuersatz: (e.steuersatz as number | null) ?? 0,
|
||||
zahlungsart: (e.zahlungsart as "KASSE" | "BANK") || "BANK",
|
||||
datum: e.date.toISOString(),
|
||||
beschreibung: e.description,
|
||||
@@ -79,7 +103,7 @@ export async function loader({ request, params }: { request: Request; params: {
|
||||
}
|
||||
|
||||
export default function EinnahmenPage() {
|
||||
const { einnahmen: initialEinnahmen, companyId, companyName, initialYear } =
|
||||
const { einnahmen: initialEinnahmen, companyId, companyName, initialYear, kategorien } =
|
||||
useLoaderData<typeof loader>();
|
||||
const { revalidate } = useRevalidator();
|
||||
|
||||
@@ -92,6 +116,7 @@ export default function EinnahmenPage() {
|
||||
const [dialogOpen, setDialogOpen] = useState(false);
|
||||
const [editingId, setEditingId] = useState<string | null>(null);
|
||||
const [form, setForm] = useState(emptyForm);
|
||||
const [cellModal, setCellModal] = useState<{ kategorie: string; monat: number } | null>(null);
|
||||
|
||||
const years = Array.from({ length: 5 }, (_, i) => new Date().getFullYear() - i);
|
||||
|
||||
@@ -99,14 +124,22 @@ export default function EinnahmenPage() {
|
||||
setYear(y);
|
||||
setLoadingYear(true);
|
||||
const res = await fetch(`/api/einnahmen?companyId=${companyId}&year=${y}`);
|
||||
const data: Einnahme[] = await res.json();
|
||||
setEinnahmen(data);
|
||||
const raw: Array<Record<string, unknown>> = await res.json();
|
||||
setEinnahmen(raw.map((e) => ({
|
||||
id: e.id as string,
|
||||
kategorie: (e.kategorie as string) ?? "",
|
||||
betrag: Number(e.amount),
|
||||
steuersatz: (e.steuersatz as number | null) ?? 0,
|
||||
zahlungsart: ((e.zahlungsart as string) || "BANK") as "KASSE" | "BANK",
|
||||
datum: e.date as string,
|
||||
beschreibung: (e.description as string | null) ?? null,
|
||||
})));
|
||||
setLoadingYear(false);
|
||||
}
|
||||
|
||||
function openCreate() {
|
||||
setEditingId(null);
|
||||
setForm({ ...emptyForm, datum: `${year}-01-01` });
|
||||
setForm({ ...emptyForm, datum: `${year}-01-01`, kategorie: kategorien[0] ?? "" });
|
||||
setDialogOpen(true);
|
||||
}
|
||||
|
||||
@@ -173,6 +206,25 @@ export default function EinnahmenPage() {
|
||||
return s + (rate > 0 ? Math.round((e.betrag / (1 + rate)) * rate * 100) / 100 : 0);
|
||||
}, 0);
|
||||
|
||||
const activeMonate = useMemo(() => {
|
||||
const set = new Set(einnahmen.map((e) => new Date(e.datum).getMonth()));
|
||||
return Array.from({ length: 12 }, (_, i) => i).filter((m) => set.has(m));
|
||||
}, [einnahmen]);
|
||||
|
||||
const pivot = useMemo(() => {
|
||||
const map = new Map<string, Map<number, Einnahme[]>>();
|
||||
for (const e of einnahmen) {
|
||||
if (!map.has(e.kategorie)) map.set(e.kategorie, new Map());
|
||||
const monat = new Date(e.datum).getMonth();
|
||||
const inner = map.get(e.kategorie)!;
|
||||
if (!inner.has(monat)) inner.set(monat, []);
|
||||
inner.get(monat)!.push(e);
|
||||
}
|
||||
return map;
|
||||
}, [einnahmen]);
|
||||
|
||||
const activeKategorien = useMemo(() => Array.from(pivot.keys()), [pivot]);
|
||||
|
||||
const formValid = form.kategorie && parseFloat(form.betrag) > 0 && form.datum.length > 0;
|
||||
|
||||
return (
|
||||
@@ -197,6 +249,12 @@ export default function EinnahmenPage() {
|
||||
>
|
||||
{years.map((y) => <option key={y} value={y}>{y}</option>)}
|
||||
</select>
|
||||
<Link
|
||||
to={`/companies/${companyId}/einnahmen/kategorien`}
|
||||
className="text-sm text-gray-500 hover:text-gray-700 underline-offset-2 hover:underline"
|
||||
>
|
||||
Kategorien verwalten
|
||||
</Link>
|
||||
<Button onClick={openCreate} className="bg-emerald-600 hover:bg-emerald-700">
|
||||
<Plus className="h-4 w-4" />
|
||||
Neue Einnahme
|
||||
@@ -238,7 +296,7 @@ export default function EinnahmenPage() {
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Liste */}
|
||||
{/* Pivottabelle */}
|
||||
{loadingYear ? (
|
||||
<div className="flex items-center justify-center py-16 text-gray-400">
|
||||
<Loader2 className="h-6 w-6 animate-spin mr-2" />
|
||||
@@ -260,77 +318,42 @@ export default function EinnahmenPage() {
|
||||
<table className="w-full text-sm border-collapse">
|
||||
<thead>
|
||||
<tr className="border-b border-slate-200 bg-slate-50">
|
||||
<th className="px-4 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Datum</th>
|
||||
<th className="px-3 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Kategorie</th>
|
||||
<th className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Brutto</th>
|
||||
<th className="px-3 py-2.5 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">MwSt.</th>
|
||||
<th className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Netto</th>
|
||||
<th className="px-3 py-2.5 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">Zahlung</th>
|
||||
<th className="px-3 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Notiz</th>
|
||||
<th className="px-3 py-2.5 w-16" />
|
||||
<th className="px-4 py-2.5 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Kategorie</th>
|
||||
{activeMonate.map((m) => (
|
||||
<th key={m} className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">
|
||||
{MONAT_LABELS[m]}
|
||||
</th>
|
||||
))}
|
||||
<th className="px-3 py-2.5 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Gesamt</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y divide-slate-100">
|
||||
{einnahmen.map((e) => {
|
||||
const rate = e.steuersatz / 100;
|
||||
const netto = rate > 0 ? Math.round((e.betrag / (1 + rate)) * 100) / 100 : e.betrag;
|
||||
{activeKategorien.map((kat) => {
|
||||
const katMap = pivot.get(kat)!;
|
||||
const katGesamt = [...katMap.values()].flat().reduce((s, e) => s + e.betrag, 0);
|
||||
return (
|
||||
<tr key={e.id} className="hover:bg-slate-50/60 group">
|
||||
<td className="px-4 py-2.5 text-slate-600 whitespace-nowrap">
|
||||
{new Date(e.datum).toLocaleDateString("de-DE")}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-slate-700 font-medium">
|
||||
{EINNAHME_LABELS[e.kategorie]}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-right font-medium text-emerald-700 whitespace-nowrap">
|
||||
{formatCurrency(e.betrag)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-center">
|
||||
{e.steuersatz > 0 ? (
|
||||
<Badge variant="secondary">{e.steuersatz} %</Badge>
|
||||
) : (
|
||||
<span className="text-slate-300 text-xs">—</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-right text-slate-600 whitespace-nowrap">
|
||||
{formatCurrency(netto)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-center">
|
||||
{e.zahlungsart === "BANK" ? (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-blue-600 font-medium">
|
||||
<Landmark className="h-3 w-3" /> Bank
|
||||
</span>
|
||||
) : (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-amber-600 font-medium">
|
||||
<Banknote className="h-3 w-3" /> Kasse
|
||||
</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2.5 text-slate-400 text-xs truncate max-w-xs">
|
||||
{e.beschreibung ?? ""}
|
||||
</td>
|
||||
<td className="px-3 py-2.5">
|
||||
<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
|
||||
<button
|
||||
onClick={() => openEdit(e)}
|
||||
className="p-1 rounded hover:bg-slate-100 text-slate-500 hover:text-slate-700"
|
||||
title="Bearbeiten"
|
||||
>
|
||||
<Pencil className="h-3.5 w-3.5" />
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleDelete(e.id)}
|
||||
disabled={deleting === e.id}
|
||||
className="p-1 rounded hover:bg-red-50 text-slate-400 hover:text-red-600"
|
||||
title="Löschen"
|
||||
>
|
||||
{deleting === e.id ? (
|
||||
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
||||
<tr key={kat} className="hover:bg-slate-50/60">
|
||||
<td className="px-4 py-2.5 text-slate-700 font-medium">{kat}</td>
|
||||
{activeMonate.map((m) => {
|
||||
const items = katMap.get(m);
|
||||
const sum = items?.reduce((s, e) => s + e.betrag, 0) ?? 0;
|
||||
return (
|
||||
<td key={m} className="px-3 py-2.5 text-right">
|
||||
{items ? (
|
||||
<button
|
||||
onClick={() => setCellModal({ kategorie: kat, monat: m })}
|
||||
className="text-emerald-700 font-medium hover:underline cursor-pointer whitespace-nowrap"
|
||||
>
|
||||
{formatCurrency(sum)}
|
||||
</button>
|
||||
) : (
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
<span className="text-slate-300">—</span>
|
||||
)}
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
);
|
||||
})}
|
||||
<td className="px-3 py-2.5 text-right font-bold text-emerald-700 whitespace-nowrap">
|
||||
{formatCurrency(katGesamt)}
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
@@ -338,13 +361,20 @@ export default function EinnahmenPage() {
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr className="border-t-2 border-slate-300 bg-slate-50">
|
||||
<td colSpan={2} className="px-4 py-2.5 text-xs font-bold text-slate-700">Gesamt</td>
|
||||
<td className="px-3 py-2.5 text-right text-xs font-bold text-emerald-600">{formatCurrency(gesamt)}</td>
|
||||
<td />
|
||||
<td className="px-3 py-2.5 text-right text-xs font-bold text-slate-600">
|
||||
{formatCurrency(gesamt - ustGesamt)}
|
||||
<td className="px-4 py-2.5 text-xs font-bold text-slate-700">Gesamt</td>
|
||||
{activeMonate.map((m) => {
|
||||
const monatSum = einnahmen
|
||||
.filter((e) => new Date(e.datum).getMonth() === m)
|
||||
.reduce((s, e) => s + e.betrag, 0);
|
||||
return (
|
||||
<td key={m} className="px-3 py-2.5 text-right text-xs font-bold text-slate-700 whitespace-nowrap">
|
||||
{formatCurrency(monatSum)}
|
||||
</td>
|
||||
);
|
||||
})}
|
||||
<td className="px-3 py-2.5 text-right text-xs font-bold text-emerald-600 whitespace-nowrap">
|
||||
{formatCurrency(gesamt)}
|
||||
</td>
|
||||
<td colSpan={3} />
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
@@ -352,6 +382,116 @@ export default function EinnahmenPage() {
|
||||
</Card>
|
||||
)}
|
||||
|
||||
{/* Zellen-Detail-Modal */}
|
||||
<Dialog open={!!cellModal} onOpenChange={(o) => !o && setCellModal(null)}>
|
||||
<DialogContent className="sm:max-w-2xl max-h-[80vh] overflow-y-auto">
|
||||
<DialogHeader>
|
||||
<DialogTitle>
|
||||
{cellModal && `${cellModal.kategorie} – ${MONAT_LABELS[cellModal.monat]} ${year}`}
|
||||
</DialogTitle>
|
||||
</DialogHeader>
|
||||
{cellModal && (() => {
|
||||
const items = pivot.get(cellModal.kategorie)?.get(cellModal.monat) ?? [];
|
||||
const monatGesamt = items.reduce((s, e) => s + e.betrag, 0);
|
||||
const monatUst = items.reduce((s, e) => {
|
||||
const rate = e.steuersatz / 100;
|
||||
return s + (rate > 0 ? Math.round((e.betrag / (1 + rate)) * rate * 100) / 100 : 0);
|
||||
}, 0);
|
||||
return (
|
||||
<div className="overflow-x-auto">
|
||||
<table className="w-full text-sm border-collapse">
|
||||
<thead>
|
||||
<tr className="border-b border-slate-200 bg-slate-50">
|
||||
<th className="px-3 py-2 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Datum</th>
|
||||
<th className="px-3 py-2 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Brutto</th>
|
||||
<th className="px-3 py-2 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">MwSt.</th>
|
||||
<th className="px-3 py-2 text-right text-xs font-semibold text-slate-500 uppercase tracking-wide">Netto</th>
|
||||
<th className="px-3 py-2 text-center text-xs font-semibold text-slate-500 uppercase tracking-wide">Zahlung</th>
|
||||
<th className="px-3 py-2 text-left text-xs font-semibold text-slate-500 uppercase tracking-wide">Notiz</th>
|
||||
<th className="px-3 py-2 w-16" />
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y divide-slate-100">
|
||||
{items.map((e) => {
|
||||
const rate = e.steuersatz / 100;
|
||||
const netto = rate > 0 ? Math.round((e.betrag / (1 + rate)) * 100) / 100 : e.betrag;
|
||||
return (
|
||||
<tr key={e.id} className="hover:bg-slate-50/60 group">
|
||||
<td className="px-3 py-2 text-slate-600 whitespace-nowrap">
|
||||
{new Date(e.datum).toLocaleDateString("de-DE")}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-right font-medium text-emerald-700 whitespace-nowrap">
|
||||
{formatCurrency(e.betrag)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-center">
|
||||
{e.steuersatz > 0 ? (
|
||||
<Badge variant="secondary">{e.steuersatz} %</Badge>
|
||||
) : (
|
||||
<span className="text-slate-300 text-xs">—</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-right text-slate-600 whitespace-nowrap">
|
||||
{formatCurrency(netto)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-center">
|
||||
{e.zahlungsart === "BANK" ? (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-blue-600 font-medium">
|
||||
<Landmark className="h-3 w-3" /> Bank
|
||||
</span>
|
||||
) : (
|
||||
<span className="inline-flex items-center gap-1 text-xs text-amber-600 font-medium">
|
||||
<Banknote className="h-3 w-3" /> Kasse
|
||||
</span>
|
||||
)}
|
||||
</td>
|
||||
<td className="px-3 py-2 text-slate-400 text-xs truncate max-w-[12rem]">
|
||||
{e.beschreibung ?? ""}
|
||||
</td>
|
||||
<td className="px-3 py-2">
|
||||
<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
|
||||
<button
|
||||
onClick={() => { setCellModal(null); openEdit(e); }}
|
||||
className="p-1 rounded hover:bg-slate-100 text-slate-500 hover:text-slate-700"
|
||||
title="Bearbeiten"
|
||||
>
|
||||
<Pencil className="h-3.5 w-3.5" />
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleDelete(e.id)}
|
||||
disabled={deleting === e.id}
|
||||
className="p-1 rounded hover:bg-red-50 text-slate-400 hover:text-red-600"
|
||||
title="Löschen"
|
||||
>
|
||||
{deleting === e.id ? (
|
||||
<Loader2 className="h-3.5 w-3.5 animate-spin" />
|
||||
) : (
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
)}
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr className="border-t-2 border-slate-300 bg-slate-50">
|
||||
<td className="px-3 py-2 text-xs font-bold text-slate-700">Gesamt</td>
|
||||
<td className="px-3 py-2 text-right text-xs font-bold text-emerald-600">{formatCurrency(monatGesamt)}</td>
|
||||
<td />
|
||||
<td className="px-3 py-2 text-right text-xs font-bold text-slate-600">
|
||||
{formatCurrency(monatGesamt - monatUst)}
|
||||
</td>
|
||||
<td colSpan={3} />
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
);
|
||||
})()}
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
|
||||
{/* Dialog */}
|
||||
<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
|
||||
<DialogContent className="sm:max-w-md">
|
||||
@@ -394,11 +534,11 @@ export default function EinnahmenPage() {
|
||||
</label>
|
||||
<select
|
||||
value={form.kategorie}
|
||||
onChange={(e) => setForm((f) => ({ ...f, kategorie: e.target.value as EinnahmeKategorieKey }))}
|
||||
onChange={(e) => setForm((f) => ({ ...f, kategorie: e.target.value }))}
|
||||
className="w-full rounded-lg border border-gray-300 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-emerald-500"
|
||||
>
|
||||
{EINNAHME_KATEGORIEN.map((k) => (
|
||||
<option key={k} value={k}>{EINNAHME_LABELS[k]}</option>
|
||||
{kategorien.map((k) => (
|
||||
<option key={k} value={k}>{k}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user