Files
hwinkel ad80688b8b Refactor: consolidate accounting routes under Buchhaltung submenu
- New layout route: companies.$id.buchhaltung.tsx with card-based navigation
- Renamed 7 accounting routes to use buchhaltung prefix:
  - companies.$id.bilanzen.tsx → companies.$id.buchhaltung.bilanzen.tsx
  - companies.$id.ausgaben.tsx → companies.$id.buchhaltung.ausgaben.tsx
  - companies.$id.ausgaben.kategorien.tsx → companies.$id.buchhaltung.ausgaben.kategorien.tsx
  - companies.$id.einnahmen.tsx → companies.$id.buchhaltung.einnahmen.tsx
  - companies.$id.einnahmen.kategorien.tsx → companies.$id.buchhaltung.einnahmen.kategorien.tsx
  - companies.$id.anlagevermoegen.tsx → companies.$id.buchhaltung.anlagevermoegen.tsx
  - companies.$id.money.tsx → companies.$id.buchhaltung.money.tsx

- Updated routing configuration (app/routes.ts) to use nested layout structure
- Updated breadcrumbs in all accounting routes to show Buchhaltung hierarchy
- Updated internal links in kategorien pages to use new URLs
- Main menu now shows single 'Buchhaltung' card instead of 5 separate items

Navigation improvements:
- Cleaner main menu (1 item vs 5)
- Clear accounting subsection with icon-based navigation
- Consistent URL structure (/companies/:id/buchhaltung/*)
- Better information hierarchy

Build:  Successful
Accounting routes:  Accessible
Navigation:  Functional

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-04-15 21:41:56 +02:00

357 lines
14 KiB
TypeScript

import { Link, useLoaderData, useRevalidator } from "react-router";
import { requireUser } from "@/session.server";
import prisma from "@/lib/prisma.server";
import { Button } from "@/components/ui/button";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Badge } from "@/components/ui/badge";
import { formatCurrency, formatDate } from "@/lib/tax";
import {
FileText, Users, BarChart3, Plus, Edit, Building2,
Mail, Phone, CreditCard, Receipt, Archive, ArchiveRestore, AlertTriangle, Briefcase, Scale, TrendingDown, TrendingUp, PackageSearch, DollarSign
} from "lucide-react";
import { InvoiceStatus } from "@prisma/client";
import { useState } from "react";
export const handle = {
breadcrumbs: (data: { company: { id: string; name: string } }) => [
{ label: "Mandanten", href: "/companies" },
{ label: data.company.name },
],
};
const statusLabels: Record<InvoiceStatus, string> = {
DRAFT: "Entwurf",
SENT: "Versendet",
PAID: "Bezahlt",
CANCELLED: "Storniert",
DELETED: "Gelöscht",
};
const statusVariants: Record<InvoiceStatus, "secondary" | "default" | "success" | "destructive" | "warning" | "outline"> = {
DRAFT: "secondary",
SENT: "warning",
PAID: "success",
CANCELLED: "destructive",
DELETED: "outline",
};
/**
* Loads a company by its ID.
*
* The response contains the company's name, archived at date, invoices, and revenue.
*
* The invoices are paginated to show the 5 most recent ones.
*
* The revenue is the sum of all paid invoices.
*
* If the company is not found, returns a 404 response with an error message.
* If the user is not authorized, returns a 401 response with an error message.
*/
export async function loader({ request, params }: { request: Request; params: { id: string } }) {
const user = await requireUser(request);
const { id } = params;
const isAdmin = user.role === "ADMIN";
const company = await prisma.company.findFirst({
where: isAdmin ? { id } : { id, userId: user.id },
include: {
invoices: {
where: { status: { not: InvoiceStatus.DELETED } },
include: { customer: { select: { name: true } } },
orderBy: { issueDate: "desc" },
take: 5,
},
_count: { select: { invoices: true, customers: true } },
},
});
if (!company) throw new Response("Not Found", { status: 404 });
const revenue = await prisma.invoice.aggregate({
where: { companyId: id, status: InvoiceStatus.PAID },
_sum: { grossTotal: true },
});
return {
isAdmin,
company: {
...company,
archivedAt: company.archivedAt?.toISOString() ?? null,
invoices: company.invoices.map((inv) => ({
...inv,
grossTotal: Number(inv.grossTotal),
issueDate: inv.issueDate.toISOString(),
dueDate: inv.dueDate.toISOString(),
})),
},
revenue: Number(revenue._sum.grossTotal ?? 0),
};
}
/**
* CompanyPage displays information about a company.
*
* The page displays the company's name, address, and legal form.
* It also displays the company's archived status, if applicable.
* If the user is an admin, the page displays buttons to toggle the company's archived status and to edit the company.
*
* The page also displays a list of the company's most recent invoices.
* The list shows the invoice number, customer name, issue date, and gross total.
* The user can click on an invoice to view its details.
*
* The page also displays the company's revenue, which is the sum of all paid invoices.
* If the company has a tax ID or VAT ID, the page displays it.
*
* Finally, the page displays contact information for the company, if applicable.
*/
export default function CompanyPage() {
const { company, revenue, isAdmin } = useLoaderData<typeof loader>();
const { revalidate } = useRevalidator();
const [archiving, setArchiving] = useState(false);
const id = company.id;
async function toggleArchive() {
const action = company.archived ? "Archivierung aufheben?" : "Mandanten archivieren?";
if (!confirm(action)) return;
setArchiving(true);
await fetch(`/api/companies/${id}`, {
method: "PATCH",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({ archived: !company.archived }),
});
setArchiving(false);
revalidate();
}
return (
<div>
{/* Archiv-Banner */}
{company.archived && (
<div className="flex items-center gap-3 mb-6 px-4 py-3 rounded-xl bg-amber-50 border border-amber-200 text-amber-800 text-sm">
<AlertTriangle className="h-4 w-4 shrink-0 text-amber-500" />
<span>
Dieser Mandant ist archiviert
{company.archivedAt && ` seit ${new Date(company.archivedAt).toLocaleDateString("de-DE")}`}.
</span>
{isAdmin && (
<button
onClick={toggleArchive}
disabled={archiving}
className="ml-auto text-amber-700 underline hover:text-amber-900 text-xs"
>
Archivierung aufheben
</button>
)}
</div>
)}
<div className="flex items-start justify-between mb-8">
<div className="flex items-start gap-4">
<div className={`p-3 rounded-xl ${company.archived ? "bg-slate-100" : "bg-indigo-50"}`}>
<Building2 className={`h-6 w-6 ${company.archived ? "text-slate-400" : "text-indigo-600"}`} />
</div>
<div>
<h1 className={`text-2xl font-bold ${company.archived ? "text-slate-500" : "text-gray-900"}`}>
{company.name}
</h1>
<p className="text-gray-500 mt-0.5">
{company.legalForm && `${company.legalForm} · `}
{company.zip} {company.city}
</p>
</div>
</div>
<div className="flex items-center gap-2">
{isAdmin && !company.archived && (
<Button variant="outline" onClick={toggleArchive} disabled={archiving}>
<Archive className="h-4 w-4" />
Archivieren
</Button>
)}
{isAdmin && company.archived && (
<Button variant="outline" onClick={toggleArchive} disabled={archiving}>
<ArchiveRestore className="h-4 w-4" />
Wiederherstellen
</Button>
)}
<Button variant="outline" asChild>
<Link to={`/companies/${id}/edit`}>
<Edit className="h-4 w-4" />
Bearbeiten
</Link>
</Button>
</div>
</div>
<div className="grid grid-cols-2 md:grid-cols-4 gap-3 mb-8">
<Link to={`/companies/${id}/invoices/new`} className="block">
<Card className="hover:border-indigo-200 hover:shadow-sm transition-all cursor-pointer">
<CardContent className="pt-4 pb-4 flex items-center gap-3">
<div className="p-2 rounded-lg bg-indigo-50">
<Plus className="h-4 w-4 text-indigo-600" />
</div>
<span className="text-sm font-medium text-gray-700">Rechnung erstellen</span>
</CardContent>
</Card>
</Link>
<Link to={`/companies/${id}/invoices`} className="block">
<Card className="hover:border-blue-200 hover:shadow-sm transition-all cursor-pointer">
<CardContent className="pt-4 pb-4 flex items-center gap-3">
<div className="p-2 rounded-lg bg-blue-50">
<FileText className="h-4 w-4 text-blue-600" />
</div>
<span className="text-sm font-medium text-gray-700">Rechnungen</span>
</CardContent>
</Card>
</Link>
<Link to={`/companies/${id}/customers`} className="block">
<Card className="hover:border-green-200 hover:shadow-sm transition-all cursor-pointer">
<CardContent className="pt-4 pb-4 flex items-center gap-3">
<div className="p-2 rounded-lg bg-green-50">
<Users className="h-4 w-4 text-green-600" />
</div>
<span className="text-sm font-medium text-gray-700">Kunden</span>
</CardContent>
</Card>
</Link>
<Link to={`/companies/${id}/leistungen`} className="block">
<Card className="hover:border-orange-200 hover:shadow-sm transition-all cursor-pointer">
<CardContent className="pt-4 pb-4 flex items-center gap-3">
<div className="p-2 rounded-lg bg-orange-50">
<Briefcase className="h-4 w-4 text-orange-600" />
</div>
<span className="text-sm font-medium text-gray-700">Leistungen</span>
</CardContent>
</Card>
</Link>
<Link to={`/companies/${id}/reports`} className="block">
<Card className="hover:border-purple-200 hover:shadow-sm transition-all cursor-pointer">
<CardContent className="pt-4 pb-4 flex items-center gap-3">
<div className="p-2 rounded-lg bg-purple-50">
<BarChart3 className="h-4 w-4 text-purple-600" />
</div>
<span className="text-sm font-medium text-gray-700">Berichte</span>
</CardContent>
</Card>
</Link>
<Link to={`/companies/${id}/buchhaltung/bilanzen`} className="block">
<Card className="hover:border-indigo-200 hover:shadow-sm transition-all cursor-pointer">
<CardContent className="pt-4 pb-4 flex items-center gap-3">
<div className="p-2 rounded-lg bg-indigo-50">
<Briefcase className="h-4 w-4 text-indigo-600" />
</div>
<span className="text-sm font-medium text-gray-700">Buchhaltung</span>
</CardContent>
</Card>
</Link>
</div>
<div className="grid grid-cols-1 lg:grid-cols-3 gap-6">
<div className="lg:col-span-2">
<div className="flex items-center justify-between mb-4">
<h2 className="font-semibold text-gray-900">Letzte Rechnungen</h2>
<Link to={`/companies/${id}/invoices`} className="text-sm text-indigo-600 hover:text-indigo-700">
Alle anzeigen
</Link>
</div>
<Card>
{company.invoices.length === 0 ? (
<CardContent className="py-8 text-center text-gray-500">
<Receipt className="h-8 w-8 mx-auto mb-2 text-gray-300" />
<p className="text-sm">Noch keine Rechnungen</p>
</CardContent>
) : (
<div className="divide-y divide-gray-100">
{company.invoices.map((invoice) => (
<Link
key={invoice.id}
to={`/companies/${id}/invoices/${invoice.id}`}
className="flex items-center justify-between px-4 py-3 hover:bg-gray-50 transition-colors"
>
<div>
<p className="text-sm font-medium text-gray-900">{invoice.number ?? "-"}</p>
<p className="text-xs text-gray-500">{invoice.customer.name} · {formatDate(invoice.issueDate)}</p>
</div>
<div className="flex items-center gap-3">
<Badge variant={statusVariants[invoice.status]}>{statusLabels[invoice.status]}</Badge>
<span className="text-sm font-medium text-gray-900">
{formatCurrency(invoice.grossTotal)}
</span>
</div>
</Link>
))}
</div>
)}
</Card>
</div>
<div className="space-y-4">
<Card>
<CardHeader>
<CardTitle className="text-sm">Steuer & Umsatz</CardTitle>
</CardHeader>
<CardContent className="space-y-3">
<div>
<p className="text-xs text-gray-500">Bezahlt (gesamt)</p>
<p className="font-semibold text-gray-900">{formatCurrency(revenue)}</p>
</div>
<div>
<p className="text-xs text-gray-500">Rechnungen</p>
<p className="font-semibold text-gray-900">{company._count.invoices}</p>
</div>
{company.taxId && (
<div>
<p className="text-xs text-gray-500">Steuernummer</p>
<p className="text-sm font-mono text-gray-900">{company.taxId}</p>
</div>
)}
{company.vatId && (
<div>
<p className="text-xs text-gray-500">USt-IdNr.</p>
<p className="text-sm font-mono text-gray-900">{company.vatId}</p>
</div>
)}
</CardContent>
</Card>
{(company.email || company.phone) && (
<Card>
<CardHeader>
<CardTitle className="text-sm">Kontakt</CardTitle>
</CardHeader>
<CardContent className="space-y-2">
{company.email && (
<div className="flex items-center gap-2 text-sm text-gray-600">
<Mail className="h-3.5 w-3.5 shrink-0 text-gray-400" />
{company.email}
</div>
)}
{company.phone && (
<div className="flex items-center gap-2 text-sm text-gray-600">
<Phone className="h-3.5 w-3.5 shrink-0 text-gray-400" />
{company.phone}
</div>
)}
</CardContent>
</Card>
)}
{company.bankIban && (
<Card>
<CardHeader>
<CardTitle className="text-sm">Bankverbindung</CardTitle>
</CardHeader>
<CardContent className="space-y-1">
<div className="flex items-center gap-2 text-sm text-gray-600">
<CreditCard className="h-3.5 w-3.5 shrink-0 text-gray-400" />
<span className="font-mono text-xs">{company.bankIban}</span>
</div>
{company.bankName && <p className="text-xs text-gray-500 ml-5">{company.bankName}</p>}
</CardContent>
</Card>
)}
</div>
</div>
</div>
);
}