d582c748a2
- 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.
397 lines
16 KiB
TypeScript
397 lines
16 KiB
TypeScript
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 { Button } from "@/components/ui/button";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import { Badge } from "@/components/ui/badge";
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import { formatCurrency, formatDate } from "@/lib/tax";
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import {
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FileText, Users, BarChart3, Plus, Edit, Building2,
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Mail, Phone, CreditCard, Receipt, Archive, ArchiveRestore, AlertTriangle, Briefcase, Scale, TrendingDown, TrendingUp, PackageSearch, DollarSign
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} from "lucide-react";
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import { InvoiceStatus } from "@prisma/client";
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import { useState } from "react";
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export const handle = {
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breadcrumbs: (data: { company: { id: string; name: string } }) => [
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{ label: "Mandanten", href: "/companies" },
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{ label: data.company.name },
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],
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};
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const statusLabels: Record<InvoiceStatus, string> = {
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DRAFT: "Entwurf",
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SENT: "Versendet",
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PAID: "Bezahlt",
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CANCELLED: "Storniert",
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DELETED: "Gelöscht",
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};
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const statusVariants: Record<InvoiceStatus, "secondary" | "default" | "success" | "destructive" | "warning" | "outline"> = {
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DRAFT: "secondary",
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SENT: "warning",
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PAID: "success",
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CANCELLED: "destructive",
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DELETED: "outline",
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};
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/**
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* Loads a company by its ID.
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*
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* The response contains the company's name, archived at date, invoices, and revenue.
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*
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* The invoices are paginated to show the 5 most recent ones.
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*
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* The revenue is the sum of all paid invoices.
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*
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* If the company is not found, returns a 404 response with an error message.
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* If the user is not authorized, returns a 401 response with an error message.
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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 { id } = params;
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const isAdmin = user.role === "ADMIN";
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const company = await prisma.company.findFirst({
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where: isAdmin ? { id } : { id, userId: user.id },
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include: {
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invoices: {
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where: { status: { not: InvoiceStatus.DELETED } },
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include: { customer: { select: { name: true } } },
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orderBy: { issueDate: "desc" },
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take: 5,
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},
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_count: { select: { invoices: true, customers: true } },
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},
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});
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if (!company) throw new Response("Not Found", { status: 404 });
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const revenue = await prisma.invoice.aggregate({
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where: { companyId: id, status: InvoiceStatus.PAID },
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_sum: { grossTotal: true },
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});
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return {
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isAdmin,
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company: {
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...company,
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archivedAt: company.archivedAt?.toISOString() ?? null,
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invoices: company.invoices.map((inv) => ({
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...inv,
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grossTotal: Number(inv.grossTotal),
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issueDate: inv.issueDate.toISOString(),
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dueDate: inv.dueDate.toISOString(),
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})),
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},
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revenue: Number(revenue._sum.grossTotal ?? 0),
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};
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}
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/**
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* CompanyPage displays information about a company.
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*
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* The page displays the company's name, address, and legal form.
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* It also displays the company's archived status, if applicable.
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* If the user is an admin, the page displays buttons to toggle the company's archived status and to edit the company.
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*
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* The page also displays a list of the company's most recent invoices.
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* The list shows the invoice number, customer name, issue date, and gross total.
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* The user can click on an invoice to view its details.
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*
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* The page also displays the company's revenue, which is the sum of all paid invoices.
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* If the company has a tax ID or VAT ID, the page displays it.
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*
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* Finally, the page displays contact information for the company, if applicable.
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*/
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export default function CompanyPage() {
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const { company, revenue, isAdmin } = useLoaderData<typeof loader>();
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const { revalidate } = useRevalidator();
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const [archiving, setArchiving] = useState(false);
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const id = company.id;
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async function toggleArchive() {
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const action = company.archived ? "Archivierung aufheben?" : "Mandanten archivieren?";
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if (!confirm(action)) return;
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setArchiving(true);
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await fetch(`/api/companies/${id}`, {
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method: "PATCH",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ archived: !company.archived }),
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});
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setArchiving(false);
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revalidate();
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}
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return (
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<div>
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{/* Archiv-Banner */}
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{company.archived && (
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<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">
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<AlertTriangle className="h-4 w-4 shrink-0 text-amber-500" />
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<span>
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Dieser Mandant ist archiviert
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{company.archivedAt && ` seit ${new Date(company.archivedAt).toLocaleDateString("de-DE")}`}.
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</span>
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{isAdmin && (
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<button
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onClick={toggleArchive}
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disabled={archiving}
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className="ml-auto text-amber-700 underline hover:text-amber-900 text-xs"
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>
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Archivierung aufheben
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</button>
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)}
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</div>
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)}
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<div className="flex items-start justify-between mb-8">
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<div className="flex items-start gap-4">
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<div className={`p-3 rounded-xl ${company.archived ? "bg-slate-100" : "bg-indigo-50"}`}>
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<Building2 className={`h-6 w-6 ${company.archived ? "text-slate-400" : "text-indigo-600"}`} />
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</div>
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<div>
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<h1 className={`text-2xl font-bold ${company.archived ? "text-slate-500" : "text-gray-900"}`}>
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{company.name}
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</h1>
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<p className="text-gray-500 mt-0.5">
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{company.legalForm && `${company.legalForm} · `}
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{company.zip} {company.city}
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</p>
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</div>
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</div>
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<div className="flex items-center gap-2">
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{isAdmin && !company.archived && (
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<Button variant="outline" onClick={toggleArchive} disabled={archiving}>
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<Archive className="h-4 w-4" />
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Archivieren
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</Button>
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)}
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{isAdmin && company.archived && (
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<Button variant="outline" onClick={toggleArchive} disabled={archiving}>
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<ArchiveRestore className="h-4 w-4" />
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Wiederherstellen
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</Button>
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)}
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<Button variant="outline" asChild>
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<Link to={`/companies/${id}/edit`}>
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<Edit className="h-4 w-4" />
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Bearbeiten
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</Link>
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</Button>
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</div>
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</div>
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<div className="grid grid-cols-2 md:grid-cols-4 gap-3 mb-8">
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<Link to={`/companies/${id}/invoices/new`} className="block">
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<Card className="hover:border-indigo-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-indigo-50">
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<Plus className="h-4 w-4 text-indigo-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Rechnung erstellen</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/invoices`} className="block">
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<Card className="hover:border-blue-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-blue-50">
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<FileText className="h-4 w-4 text-blue-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Rechnungen</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/customers`} className="block">
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<Card className="hover:border-green-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-green-50">
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<Users className="h-4 w-4 text-green-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Kunden</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/leistungen`} className="block">
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<Card className="hover:border-orange-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-orange-50">
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<Briefcase className="h-4 w-4 text-orange-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Leistungen</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/reports`} className="block">
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<Card className="hover:border-purple-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-purple-50">
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<BarChart3 className="h-4 w-4 text-purple-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Berichte</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/bilanzen`} className="block">
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<Card className="hover:border-teal-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-teal-50">
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<Scale className="h-4 w-4 text-teal-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Bilanzen</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/ausgaben`} className="block">
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<Card className="hover:border-rose-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-rose-50">
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<TrendingDown className="h-4 w-4 text-rose-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Ausgaben</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/einnahmen`} className="block">
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<Card className="hover:border-emerald-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-emerald-50">
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<TrendingUp className="h-4 w-4 text-emerald-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Einnahmen</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/anlagevermoegen`} className="block">
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<Card className="hover:border-violet-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-violet-50">
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<PackageSearch className="h-4 w-4 text-violet-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Anlagevermögen</span>
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</CardContent>
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</Card>
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</Link>
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<Link to={`/companies/${id}/money`} className="block">
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<Card className="hover:border-cyan-200 hover:shadow-sm transition-all cursor-pointer">
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<CardContent className="pt-4 pb-4 flex items-center gap-3">
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<div className="p-2 rounded-lg bg-cyan-50">
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<DollarSign className="h-4 w-4 text-cyan-600" />
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</div>
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<span className="text-sm font-medium text-gray-700">Finanzmittel</span>
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</CardContent>
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</Card>
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</Link>
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</div>
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<div className="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div className="lg:col-span-2">
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<div className="flex items-center justify-between mb-4">
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<h2 className="font-semibold text-gray-900">Letzte Rechnungen</h2>
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<Link to={`/companies/${id}/invoices`} className="text-sm text-indigo-600 hover:text-indigo-700">
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Alle anzeigen →
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</Link>
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</div>
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<Card>
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{company.invoices.length === 0 ? (
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<CardContent className="py-8 text-center text-gray-500">
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<Receipt className="h-8 w-8 mx-auto mb-2 text-gray-300" />
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<p className="text-sm">Noch keine Rechnungen</p>
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</CardContent>
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) : (
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<div className="divide-y divide-gray-100">
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{company.invoices.map((invoice) => (
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<Link
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key={invoice.id}
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to={`/companies/${id}/invoices/${invoice.id}`}
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className="flex items-center justify-between px-4 py-3 hover:bg-gray-50 transition-colors"
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>
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<div>
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<p className="text-sm font-medium text-gray-900">{invoice.number ?? "-"}</p>
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<p className="text-xs text-gray-500">{invoice.customer.name} · {formatDate(invoice.issueDate)}</p>
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</div>
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<div className="flex items-center gap-3">
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<Badge variant={statusVariants[invoice.status]}>{statusLabels[invoice.status]}</Badge>
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<span className="text-sm font-medium text-gray-900">
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{formatCurrency(invoice.grossTotal)}
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</span>
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</div>
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</Link>
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))}
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</div>
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)}
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</Card>
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</div>
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<div className="space-y-4">
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<Card>
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<CardHeader>
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<CardTitle className="text-sm">Steuer & Umsatz</CardTitle>
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</CardHeader>
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<CardContent className="space-y-3">
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<div>
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<p className="text-xs text-gray-500">Bezahlt (gesamt)</p>
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<p className="font-semibold text-gray-900">{formatCurrency(revenue)}</p>
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</div>
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<div>
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<p className="text-xs text-gray-500">Rechnungen</p>
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<p className="font-semibold text-gray-900">{company._count.invoices}</p>
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</div>
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{company.taxId && (
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<div>
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<p className="text-xs text-gray-500">Steuernummer</p>
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<p className="text-sm font-mono text-gray-900">{company.taxId}</p>
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</div>
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)}
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{company.vatId && (
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<div>
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<p className="text-xs text-gray-500">USt-IdNr.</p>
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<p className="text-sm font-mono text-gray-900">{company.vatId}</p>
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</div>
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)}
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</CardContent>
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</Card>
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{(company.email || company.phone) && (
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<Card>
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<CardHeader>
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<CardTitle className="text-sm">Kontakt</CardTitle>
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</CardHeader>
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<CardContent className="space-y-2">
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{company.email && (
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<div className="flex items-center gap-2 text-sm text-gray-600">
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<Mail className="h-3.5 w-3.5 shrink-0 text-gray-400" />
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{company.email}
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</div>
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)}
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{company.phone && (
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<div className="flex items-center gap-2 text-sm text-gray-600">
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<Phone className="h-3.5 w-3.5 shrink-0 text-gray-400" />
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{company.phone}
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</div>
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)}
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</CardContent>
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</Card>
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)}
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{company.bankIban && (
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<Card>
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<CardHeader>
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<CardTitle className="text-sm">Bankverbindung</CardTitle>
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</CardHeader>
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<CardContent className="space-y-1">
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<div className="flex items-center gap-2 text-sm text-gray-600">
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<CreditCard className="h-3.5 w-3.5 shrink-0 text-gray-400" />
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<span className="font-mono text-xs">{company.bankIban}</span>
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</div>
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{company.bankName && <p className="text-xs text-gray-500 ml-5">{company.bankName}</p>}
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</CardContent>
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</Card>
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)}
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</div>
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</div>
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</div>
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);
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}
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