feat: add financial transactions management for companies

- Implemented a new route for managing financial transactions (money) for companies, including creating, editing, and deleting transactions. - Added a new model `Buchung` to represent transactions with fields for date, account type, transaction type, amount, and description. - Updated the `companies` model to include a relation to the new `Buchung` model. - Enhanced the company overview page to link to the new financial transactions page. - Added migration scripts to create the necessary database tables and fields for the new functionality. - Created utility scripts for resetting the admin password and setting up the initial admin user.
2026-03-24 19:25:48 +01:00
parent 6d8c4b615f
commit d582c748a2
29 changed files with 2464 additions and 815 deletions
@@ -0,0 +1,110 @@
+import { getApiUser } from "@/session.server";
+import prisma from "@/lib/prisma.server";
+
+type Transaction = {
+  id: string;
+  date: string;
+  account: "kasse" | "bank";
+  type: "einlage" | "entnahme";
+  amount: number;
+  description: string;
+};
+
+function toTransaction(buchung: { id: string; date: Date; account: "KASSE" | "BANK"; type: "EINLAGE" | "ENTNAHME"; amount: { toString(): string } | number | string; description: string | null | undefined; }): Transaction {
+  return {
+    id: buchung.id,
+    date: buchung.date.toISOString().split("T")[0],
+    account: buchung.account === "KASSE" ? "kasse" : "bank",
+    type: buchung.type === "EINLAGE" ? "einlage" : "entnahme",
+    amount: Number(buchung.amount),
+    description: buchung.description || "",
+  };
+}
+
+export async function loader({ request, params }: { request: Request; params: { id: string } }) {
+  const user = await getApiUser(request);
+  if (!user) return Response.json({ error: "Unauthorized" }, { status: 401 });
+  const { id } = params;
+
+  const company = await prisma.company.findFirst({
+    where: { id, userId: user.id },
+  });
+
+  if (!company) return Response.json({ error: "Company not found" }, { status: 404 });
+
+  const buchungen = await prisma.buchung.findMany({
+    where: { companyId: id },
+    orderBy: { date: "desc" },
+  });
+
+  const transactions = buchungen.map(toTransaction);
+  const balance = transactions.reduce((sum: number, t: Transaction) => sum + (t.type === "einlage" ? t.amount : -t.amount), 0 as number);
+
+  return Response.json({ transactions, balance });
+}
+
+export async function action({ request, params }: { request: Request; params: { id: string } }) {
+  const user = await getApiUser(request);
+  if (!user) return Response.json({ error: "Unauthorized" }, { status: 401 });
+  const { id } = params;
+
+  const company = await prisma.company.findFirst({
+    where: { id, userId: user.id },
+  });
+  if (!company) return Response.json({ error: "Company not found" }, { status: 404 });
+
+  const url = new URL(request.url);
+  const transactionId = url.searchParams.get("transactionId");
+  const method = request.method;
+  const data = await request.json().catch(() => ({}));
+
+  if (method === "POST") {
+    const amount = Number(data.amount);
+    if (!data.date || !data.account || !data.type || Number.isNaN(amount) || amount <= 0) {
+      return Response.json({ error: "Ungültige Daten" }, { status: 400 });
+    }
+
+    await prisma.buchung.create({
+      data: {
+        companyId: id,
+        date: new Date(data.date),
+        account: data.account === "bank" ? "BANK" : "KASSE",
+        type: data.type === "entnahme" ? "ENTNAHME" : "EINLAGE",
+        amount: amount,
+        description: data.description || "",
+      },
+    });
+  } else if (method === "PUT") {
+    if (!transactionId) return Response.json({ error: "transactionId required" }, { status: 400 });
+    const amount = Number(data.amount);
+    if (!data.date || !data.account || !data.type || Number.isNaN(amount) || amount <= 0) {
+      return Response.json({ error: "Ungültige Daten" }, { status: 400 });
+    }
+
+    const exist = await prisma.buchung.findFirst({ where: { id: transactionId, companyId: id } });
+    if (!exist) return Response.json({ error: "Transaction not found" }, { status: 404 });
+
+    await prisma.buchung.update({
+      where: { id: transactionId },
+      data: {
+        date: new Date(data.date),
+        account: data.account === "bank" ? "BANK" : "KASSE",
+        type: data.type === "entnahme" ? "ENTNAHME" : "EINLAGE",
+        amount: amount,
+        description: data.description || "",
+      },
+    });
+  } else if (method === "DELETE") {
+    if (!transactionId) return Response.json({ error: "transactionId required" }, { status: 400 });
+
+    await prisma.buchung.deleteMany({ where: { id: transactionId, companyId: id } });
+  } else {
+    return Response.json({ error: "Method not allowed" }, { status: 405 });
+  }
+
+  const buchungen = await prisma.buchung.findMany({ where: { companyId: id }, orderBy: { date: "desc" } });
+  const transactions = buchungen.map(toTransaction);
+  const balance = transactions.reduce((sum: number, t: Transaction) => sum + (t.type === "einlage" ? t.amount : -t.amount), 0 as number);
+
+  return Response.json({ transactions, balance });
+}