feat(accounting): add invoice preparation workflow

ARCHITECTURE.md

@@ -183,6 +183,7 @@ Komponenten:
 - Env-Fallbacks sind `LEXWARE_ENABLED`, `LEXWARE_API_BASE_URL` und `LEXWARE_API_KEY`.
 - Hermes testet die Verbindung serverseitig ueber `GET /v1/profile` an der Lexware Public API unter `https://api.lexware.io`.
 - Freigegebene KVs koennen manuell fuer eine spaetere Lexware-Rechnung vorbereitet werden.
+- Die eigentliche Rechnung wird weiterhin in externer Buchhaltungssoftware wie Lexware Office oder sevdesk erstellt.
 
 Datenfluss:
 
@@ -193,6 +194,15 @@ Browser -> Athena /api/repairs/.../lexware/prepare-invoice -> Hermes -> PostgreS
 
 Der Browser ruft Lexware nie direkt auf. Vorbereitete Exporte werden in `lexware_sync_records` dokumentiert.
 
+Buchhaltungsworkflow:
+
+- `prepared`: Rechnungsvorbereitung wurde in Olympus erstellt.
+- `transferred`: Daten wurden manuell in die externe Buchhaltung uebernommen.
+- `booked`: Rechnung ist in der Buchhaltung gebucht, fuer spaetere Ausbaustufen vorbereitet.
+- `cancelled`: Vorbereitung wurde verworfen, fuer spaetere Ausbaustufen vorbereitet.
+
+Athena zeigt bei freigegebenen Kostenvoranschlaegen die Aktion `In Buchhaltung übernehmen`. Diese oeffnet eine Kopierhilfe fuer Kundendaten und Positionen. Nach dem Speichern der Rechnung in der externen Buchhaltungssoftware kann der Benutzer die Vorbereitung mit Buchhaltungsnotiz als `transferred` markieren.
+
 Neue zentrale Endpunkte:
 
 - `GET /lexware/settings`

README-DEV.md

@@ -210,6 +210,15 @@ POST /api/repairs/[id]/estimates/[estimateId]/lexware/prepare-invoice
 
 v0.8.9 erstellt noch keine echte Rechnung automatisch. Die Aktion erzeugt eine validierte Payload-Zusammenfassung, Mapping-Informationen und einen `lexware_sync_records`-Eintrag.
 
+Ab dem Buchhaltungsworkflow wird die UI-Aktion neutral als `In Buchhaltung übernehmen` gefuehrt. Der Benutzer kopiert Kundendaten und Positionen in Lexware Office, sevdesk oder eine andere Buchhaltungssoftware und markiert die Vorbereitung danach als `transferred`. Optional kann eine Buchhaltungsnotiz wie `Lexware RG-2026-154` gespeichert werden.
+
+Exportstatus:
+
+- `prepared`
+- `transferred`
+- `booked`
+- `cancelled`
+
 Benachrichtigungen:
 
 - Vorlagen liegen in `backend/hermes/app/services/repair_notification_service.py`.

ROADMAP.md

@@ -190,6 +190,9 @@ Die Roadmap beschreibt die geplante fachliche Entwicklung von Olympus CRM. Archi
 - Manuelle Aktion "Lexware-Rechnung vorbereiten" fuer freigegebene KVs
 - Keine automatische Rechnungserstellung und kein automatischer Export bei KV-Freigabe
 - RBAC-Permissions `lexware.read`, `lexware.manage`, `lexware.export`
+- Neutraler Buchhaltungsworkflow mit `prepared`, `transferred`, `booked`, `cancelled`
+- UI-Aktion "In Buchhaltung übernehmen" mit Kopierhilfe fuer externe Buchhaltungssoftware
+- Buchhaltungsnotiz und Audit fuer manuell uebertragene Rechnungen
 
 ## v0.9.0 - Lexware Rechnungserstellung, geplant
 

backend/hermes/alembic/versions/d2e3f4a5b6c7_add_accounting_export_status.py

@@ -0,0 +1,53 @@
+"""add accounting export status
+
+Revision ID: d2e3f4a5b6c7
+Revises: c9d4e5f6a7b8
+Create Date: 2026-07-05 17:20:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision: str = "d2e3f4a5b6c7"
+down_revision: Union[str, Sequence[str], None] = "c9d4e5f6a7b8"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column("lexware_sync_records", sa.Column("export_status", sa.String(length=40), server_default="prepared", nullable=False))
+    op.add_column("lexware_sync_records", sa.Column("accounting_note", sa.Text(), nullable=True))
+    op.add_column("lexware_sync_records", sa.Column("transferred_at", sa.DateTime(timezone=True), nullable=True))
+    op.add_column("lexware_sync_records", sa.Column("transferred_by_user_id", sa.Integer(), nullable=True))
+    op.create_index(op.f("ix_lexware_sync_records_export_status"), "lexware_sync_records", ["export_status"], unique=False)
+    op.create_index(op.f("ix_lexware_sync_records_transferred_by_user_id"), "lexware_sync_records", ["transferred_by_user_id"], unique=False)
+
+    op.add_column("repair_estimates", sa.Column("accounting_export_status", sa.String(length=40), nullable=True))
+    op.add_column("repair_estimates", sa.Column("accounting_note", sa.Text(), nullable=True))
+    op.add_column("repair_estimates", sa.Column("accounting_transferred_at", sa.DateTime(timezone=True), nullable=True))
+    op.add_column("repair_estimates", sa.Column("accounting_transferred_by_user_id", sa.Integer(), nullable=True))
+    op.create_foreign_key(
+        "fk_repair_estimates_accounting_transferred_by_user_id",
+        "repair_estimates",
+        "users",
+        ["accounting_transferred_by_user_id"],
+        ["id"],
+        ondelete="SET NULL",
+    )
+
+
+def downgrade() -> None:
+    op.drop_constraint("fk_repair_estimates_accounting_transferred_by_user_id", "repair_estimates", type_="foreignkey")
+    op.drop_column("repair_estimates", "accounting_transferred_by_user_id")
+    op.drop_column("repair_estimates", "accounting_transferred_at")
+    op.drop_column("repair_estimates", "accounting_note")
+    op.drop_column("repair_estimates", "accounting_export_status")
+    op.drop_index(op.f("ix_lexware_sync_records_transferred_by_user_id"), table_name="lexware_sync_records")
+    op.drop_index(op.f("ix_lexware_sync_records_export_status"), table_name="lexware_sync_records")
+    op.drop_column("lexware_sync_records", "transferred_by_user_id")
+    op.drop_column("lexware_sync_records", "transferred_at")
+    op.drop_column("lexware_sync_records", "accounting_note")
+    op.drop_column("lexware_sync_records", "export_status")

backend/hermes/app/api/audit.py

@@ -64,6 +64,8 @@ def can_read_activity(action: str, permissions: set[str]) -> bool:
         return "inventory.read" in permissions
     if action.startswith("lexware."):
         return "lexware.read" in permissions
+    if action.startswith("accounting."):
+        return "lexware.read" in permissions
     if action.startswith("audit_logs."):
         return "audit_logs.read" in permissions
     if action.startswith("auth."):

backend/hermes/app/api/dashboard.py

@@ -8,6 +8,7 @@ from app.core.rbac import get_user_permission_names, require_permission
 from app.db.database import get_db
 from app.models.rbac import Role
 from app.models.audit import AuditLog
+from app.models.lexware import LexwareSyncRecord
 from app.models.user import User
 from app.repositories.customer_repository import CustomerRepository
 from app.repositories.inventory_repository import InventoryRepository
@@ -85,6 +86,34 @@ def get_dashboard_summary(
             MetricCard(label="Heute zurückgenommene KV", value=RepairEstimateRepository.count_revoked_today(db)),
         ])
 
+    if "lexware.read" in permissions:
+        repairs.extend([
+            MetricCard(
+                label="Vorbereitete Rechnungen",
+                value=db.scalar(
+                    select(func.count(LexwareSyncRecord.id))
+                    .where(LexwareSyncRecord.lexware_resource_type == "invoice")
+                    .where(LexwareSyncRecord.export_status == "prepared")
+                ) or 0,
+            ),
+            MetricCard(
+                label="An Buchhaltung übergeben",
+                value=db.scalar(
+                    select(func.count(LexwareSyncRecord.id))
+                    .where(LexwareSyncRecord.lexware_resource_type == "invoice")
+                    .where(LexwareSyncRecord.export_status == "transferred")
+                ) or 0,
+            ),
+            MetricCard(
+                label="Noch nicht übertragen",
+                value=db.scalar(
+                    select(func.count(LexwareSyncRecord.id))
+                    .where(LexwareSyncRecord.lexware_resource_type == "invoice")
+                    .where(LexwareSyncRecord.export_status == "prepared")
+                ) or 0,
+            ),
+        ])
+
     if "inventory.read" in permissions:
         inventory = [
             MetricCard(label="Aktive Ersatzteile", value=InventoryRepository.count_active_items(db)),

backend/hermes/app/api/lexware.py

@@ -9,7 +9,13 @@ from app.models.repair_estimate import RepairEstimate
 from app.models.user import User
 from app.repositories.repair_estimate_repository import RepairEstimateRepository
 from app.repositories.repair_repository import RepairRepository
-from app.schemas.lexware import LexwareInvoicePreparationResponse, LexwareSettingsResponse, LexwareSettingsUpdate, LexwareTestConnectionResponse
+from app.schemas.lexware import (
+    AccountingTransferUpdate,
+    LexwareInvoicePreparationResponse,
+    LexwareSettingsResponse,
+    LexwareSettingsUpdate,
+    LexwareTestConnectionResponse,
+)
 from app.services.lexware_service import LexwareService
 
 router = APIRouter(tags=["Lexware"])
@@ -67,3 +73,17 @@ def prepare_lexware_invoice(
     repair = get_repair_or_404(db, repair_id)
     estimate = get_estimate_or_404(db, repair_id, estimate_id)
     return LexwareService.prepare_invoice(db, repair, estimate, actor=current_user, request=request)
+
+
+@router.post("/repairs/{repair_id}/estimates/{estimate_id}/accounting/mark-transferred", response_model=LexwareInvoicePreparationResponse)
+def mark_accounting_transferred(
+    repair_id: int,
+    estimate_id: int,
+    payload: AccountingTransferUpdate,
+    request: Request,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_permission("lexware.export")),
+):
+    repair = get_repair_or_404(db, repair_id)
+    estimate = get_estimate_or_404(db, repair_id, estimate_id)
+    return LexwareService.mark_transferred(db, repair, estimate, payload, actor=current_user, request=request)

backend/hermes/app/models/lexware.py

@@ -16,8 +16,12 @@ class LexwareSyncRecord(Base):
     lexware_resource_id: Mapped[str | None] = mapped_column(String(120), nullable=True, index=True)
     status: Mapped[str] = mapped_column(String(40), default="pending", server_default="pending", index=True)
     direction: Mapped[str] = mapped_column(String(40), default="push", server_default="push", index=True)
+    export_status: Mapped[str] = mapped_column(String(40), default="prepared", server_default="prepared", index=True)
+    accounting_note: Mapped[str | None] = mapped_column(Text, nullable=True)
     payload_summary: Mapped[str | None] = mapped_column(Text, nullable=True)
     error_message: Mapped[str | None] = mapped_column(Text, nullable=True)
     created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())
     updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now())
     synced_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    transferred_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    transferred_by_user_id: Mapped[int | None] = mapped_column(Integer, nullable=True, index=True)

backend/hermes/app/models/repair_estimate.py

@@ -31,6 +31,10 @@ class RepairEstimate(Base):
     lexware_invoice_number: Mapped[str | None] = mapped_column(String(80), nullable=True)
     lexware_invoice_status: Mapped[str | None] = mapped_column(String(80), nullable=True)
     lexware_synced_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    accounting_export_status: Mapped[str | None] = mapped_column(String(40), nullable=True)
+    accounting_note: Mapped[str | None] = mapped_column(Text, nullable=True)
+    accounting_transferred_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    accounting_transferred_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
     created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True, index=True)
     created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())
     updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now())

backend/hermes/app/schemas/lexware.py

@@ -8,6 +8,7 @@ from app.schemas.system_setting import SettingsSource, normalize_text
 
 LexwareSyncStatus = Literal["pending", "success", "failed", "skipped"]
 LexwareSyncDirection = Literal["push", "pull"]
+AccountingExportStatus = Literal["prepared", "transferred", "booked", "cancelled"]
 
 
 class LexwareSettingsResponse(BaseModel):
@@ -73,9 +74,23 @@ class LexwareLineItemMapping(BaseModel):
 
 class LexwareInvoicePreparationResponse(BaseModel):
     ready_for_export: bool
+    export_status: AccountingExportStatus
     payload_summary: dict
     customer_mapping: LexwareCustomerMapping
     line_item_mapping: list[LexwareLineItemMapping]
     tax_mapping: dict
     warnings: list[str]
     sync_record_id: int
+    accounting_note: str = ""
+    transferred_at: str | None = None
+    transferred_by_user_id: int | None = None
+
+
+class AccountingTransferUpdate(BaseModel):
+    accounting_note: str | None = Field(default=None, max_length=2000)
+
+    @field_validator("accounting_note", mode="before")
+    @classmethod
+    def normalize_note(cls, value: object) -> str | None:
+        text = normalize_text(value)
+        return text or None

backend/hermes/app/schemas/repair_estimate.py

@@ -146,6 +146,10 @@ class RepairEstimateResponse(BaseModel):
     lexware_invoice_number: str | None
     lexware_invoice_status: str | None
     lexware_synced_at: datetime | None
+    accounting_export_status: str | None
+    accounting_note: str | None
+    accounting_transferred_at: datetime | None
+    accounting_transferred_by_user_id: int | None
     created_by_user_id: int | None
     created_at: datetime
     updated_at: datetime

backend/hermes/app/services/audit_service.py

@@ -212,6 +212,9 @@ def action_title(action: str) -> str:
         "lexware.connection.test_failed": "Lexware Verbindungstest fehlgeschlagen",
         "lexware.invoice.prepare": "Lexware Rechnung vorbereitet",
         "lexware.invoice.export_failed": "Lexware Export fehlgeschlagen",
+        "accounting.invoice.handoff": "Rechnung an Buchhaltung übergeben",
+        "accounting.invoice.mark_transferred": "Rechnung als übertragen markiert",
+        "accounting.invoice.note_update": "Buchhaltungsnotiz geändert",
     }
     return labels.get(action, action)
 

backend/hermes/app/services/lexware_service.py

@@ -1,5 +1,6 @@
 import json
 from dataclasses import dataclass
+from datetime import UTC, datetime
 from decimal import Decimal, ROUND_HALF_UP
 from urllib.error import HTTPError, URLError
 from urllib.request import Request as UrlRequest
@@ -16,6 +17,7 @@ from app.models.repair_estimate import RepairEstimate
 from app.models.user import User
 from app.repositories.system_settings_repository import SystemSettingsRepository
 from app.schemas.lexware import (
+    AccountingTransferUpdate,
     LexwareCustomerMapping,
     LexwareInvoicePreparationResponse,
     LexwareLineItemMapping,
@@ -276,7 +278,160 @@ class LexwareService:
             )
             for item in estimate.items
         ]
-        payload_summary = {
+        payload_summary = LexwareService._invoice_payload_summary(config, repair, estimate, line_items)
+        record = LexwareSyncRecord(
+            entity_type="repair_estimate",
+            entity_id=estimate.id,
+            lexware_resource_type="invoice",
+            status="pending" if not warnings else "skipped",
+            direction="push",
+            export_status="prepared",
+            accounting_note=estimate.accounting_note,
+            payload_summary=json.dumps(payload_summary, ensure_ascii=True),
+            error_message="; ".join(warnings) if warnings else None,
+        )
+        estimate.accounting_export_status = "prepared"
+        db.add(record)
+        db.commit()
+        db.refresh(record)
+        db.refresh(estimate)
+        write_audit_log(
+            db,
+            action="accounting.invoice.handoff",
+            entity_type="repair_estimates",
+            entity_id=estimate.id,
+            entity_label=f"{estimate.estimate_number} · {estimate.title}",
+            actor=actor,
+            request=request,
+            metadata={
+                "repair_id": repair.id,
+                "repair_number": repair.repair_number,
+                "ready_for_export": not warnings,
+                "sync_record_id": record.id,
+                "export_status": record.export_status,
+            },
+        )
+        return LexwareService._invoice_preparation_response(
+            record=record,
+            payload_summary=payload_summary,
+            customer_mapping=customer_mapping,
+            line_items=line_items,
+            estimate=estimate,
+            config=config,
+            warnings=warnings,
+        )
+
+    @staticmethod
+    def mark_transferred(
+        db: Session,
+        repair: Repair,
+        estimate: RepairEstimate,
+        payload: AccountingTransferUpdate,
+        *,
+        actor: User,
+        request: Request,
+    ) -> LexwareInvoicePreparationResponse:
+        record = LexwareService._latest_invoice_record(db, estimate.id)
+        if record is None:
+            raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Keine Rechnungsvorbereitung gefunden")
+        if record.export_status not in {"prepared", "transferred"}:
+            raise HTTPException(status_code=status.HTTP_409_CONFLICT, detail="Diese Rechnungsvorbereitung kann nicht als übertragen markiert werden")
+
+        note_changed = payload.accounting_note is not None and payload.accounting_note != (estimate.accounting_note or "")
+        now = datetime.now(UTC)
+        record.export_status = "transferred"
+        record.status = "success"
+        record.accounting_note = payload.accounting_note if payload.accounting_note is not None else record.accounting_note
+        record.transferred_at = now
+        record.transferred_by_user_id = actor.id
+        record.synced_at = now
+        estimate.accounting_export_status = "transferred"
+        estimate.accounting_note = record.accounting_note
+        estimate.accounting_transferred_at = now
+        estimate.accounting_transferred_by_user_id = actor.id
+        db.commit()
+        db.refresh(record)
+        db.refresh(estimate)
+
+        write_audit_log(
+            db,
+            action="accounting.invoice.mark_transferred",
+            entity_type="repair_estimates",
+            entity_id=estimate.id,
+            entity_label=f"{estimate.estimate_number} · {estimate.title}",
+            actor=actor,
+            request=request,
+            metadata={
+                "repair_id": repair.id,
+                "repair_number": repair.repair_number,
+                "sync_record_id": record.id,
+                "export_status": record.export_status,
+                "transferred_at": record.transferred_at,
+            },
+        )
+        if note_changed:
+            write_audit_log(
+                db,
+                action="accounting.invoice.note_update",
+                entity_type="repair_estimates",
+                entity_id=estimate.id,
+                entity_label=f"{estimate.estimate_number} · {estimate.title}",
+                actor=actor,
+                request=request,
+                metadata={"repair_id": repair.id, "repair_number": repair.repair_number, "sync_record_id": record.id},
+            )
+
+        config = LexwareService.get_runtime_config(db)
+        customer_mapping, line_items = LexwareService._invoice_mapping(repair, estimate)
+        warnings: list[str] = []
+        payload_summary = LexwareService._invoice_payload_summary(config, repair, estimate, line_items)
+        return LexwareService._invoice_preparation_response(
+            record=record,
+            payload_summary=payload_summary,
+            customer_mapping=customer_mapping,
+            line_items=line_items,
+            estimate=estimate,
+            config=config,
+            warnings=warnings,
+        )
+
+    @staticmethod
+    def _invoice_mapping(repair: Repair, estimate: RepairEstimate) -> tuple[LexwareCustomerMapping, list[LexwareLineItemMapping]]:
+        customer_payload = {
+            "roles": {"customer": {}},
+            "company": {"name": repair.customer_name},
+            "emailAddresses": {"business": [repair.customer_email]} if repair.customer_email else {},
+            "phoneNumbers": {"business": [repair.customer_phone]} if repair.customer_phone else {},
+        }
+        customer_mapping = LexwareCustomerMapping(
+            name=repair.customer_name,
+            email=repair.customer_email,
+            phone=repair.customer_phone,
+            search_strategy="email" if repair.customer_email else "name",
+            create_payload=customer_payload,
+        )
+        line_items = [
+            LexwareLineItemMapping(
+                title=item.title,
+                description=item.description,
+                quantity=item.quantity,
+                unit=item.unit,
+                unit_price=_euros(item.unit_price_cents),
+                tax_rate=estimate.tax_rate_percent,
+                total=_euros(item.total_cents),
+            )
+            for item in estimate.items
+        ]
+        return customer_mapping, line_items
+
+    @staticmethod
+    def _invoice_payload_summary(
+        config: LexwareRuntimeConfig,
+        repair: Repair,
+        estimate: RepairEstimate,
+        line_items: list[LexwareLineItemMapping],
+    ) -> dict:
+        return {
             "type": "invoice",
             "title": f"Rechnung zu Reparatur {repair.repair_number}",
             "introduction": f"Rechnung zu Reparatur {repair.repair_number} gemäß Kostenvoranschlag {estimate.estimate_number}.",
@@ -289,35 +444,21 @@ class LexwareService:
             "total": str(_euros(estimate.total_cents)),
             "line_item_count": len(line_items),
         }
-        record = LexwareSyncRecord(
-            entity_type="repair_estimate",
-            entity_id=estimate.id,
-            lexware_resource_type="invoice",
-            status="pending" if not warnings else "skipped",
-            direction="push",
-            payload_summary=json.dumps(payload_summary, ensure_ascii=True),
-            error_message="; ".join(warnings) if warnings else None,
-        )
-        db.add(record)
-        db.commit()
-        db.refresh(record)
-        write_audit_log(
-            db,
-            action="lexware.invoice.prepare",
-            entity_type="repair_estimates",
-            entity_id=estimate.id,
-            entity_label=f"{estimate.estimate_number} · {estimate.title}",
-            actor=actor,
-            request=request,
-            metadata={
-                "repair_id": repair.id,
-                "repair_number": repair.repair_number,
-                "ready_for_export": not warnings,
-                "sync_record_id": record.id,
-            },
-        )
+
+    @staticmethod
+    def _invoice_preparation_response(
+        *,
+        record: LexwareSyncRecord,
+        payload_summary: dict,
+        customer_mapping: LexwareCustomerMapping,
+        line_items: list[LexwareLineItemMapping],
+        estimate: RepairEstimate,
+        config: LexwareRuntimeConfig,
+        warnings: list[str],
+    ) -> LexwareInvoicePreparationResponse:
         return LexwareInvoicePreparationResponse(
             ready_for_export=not warnings,
+            export_status=record.export_status,
             payload_summary=payload_summary,
             customer_mapping=customer_mapping,
             line_item_mapping=line_items,
@@ -329,6 +470,22 @@ class LexwareService:
             },
             warnings=warnings,
             sync_record_id=record.id,
+            accounting_note=record.accounting_note or "",
+            transferred_at=record.transferred_at.isoformat() if record.transferred_at else None,
+            transferred_by_user_id=record.transferred_by_user_id,
+        )
+
+    @staticmethod
+    def _latest_invoice_record(db: Session, estimate_id: int) -> LexwareSyncRecord | None:
+        from sqlalchemy import select
+
+        return db.scalar(
+            select(LexwareSyncRecord)
+            .where(LexwareSyncRecord.entity_type == "repair_estimate")
+            .where(LexwareSyncRecord.entity_id == estimate_id)
+            .where(LexwareSyncRecord.lexware_resource_type == "invoice")
+            .order_by(LexwareSyncRecord.created_at.desc(), LexwareSyncRecord.id.desc())
+            .limit(1)
         )
 
     @staticmethod

frontend/athena/app/api/repairs/[id]/estimates/[estimateId]/accounting/mark-transferred/route.ts

@@ -0,0 +1,19 @@
+import { NextRequest } from "next/server";
+
+import { proxyHermesRequest } from "@/lib/server/hermes-proxy";
+import { assertSameOrigin } from "@/lib/server/request-guards";
+
+type Params = {
+  params: Promise<{ id: string; estimateId: string }>;
+};
+
+export async function POST(request: NextRequest, { params }: Params) {
+  const originError = assertSameOrigin(request);
+
+  if (originError) {
+    return originError;
+  }
+
+  const { id, estimateId } = await params;
+  return proxyHermesRequest(request, `/repairs/${id}/estimates/${estimateId}/accounting/mark-transferred`);
+}

frontend/athena/components/repairs/RepairEstimatesSection.tsx

@@ -2,7 +2,7 @@
 
 import { useCallback, useEffect, useMemo, useState } from "react";
 import type { ReactNode } from "react";
-import { AlertTriangle, FileCheck2, PackageSearch, Plus, ReceiptText, Send, Trash2, Undo2, XCircle } from "lucide-react";
+import { AlertTriangle, CheckCircle2, Copy, FileCheck2, PackageSearch, Plus, ReceiptText, Send, Trash2, Undo2, XCircle } from "lucide-react";
 
 import ConfirmDialog from "@/components/common/ConfirmDialog";
 import { useToast } from "@/components/common/ToastProvider";
@@ -46,6 +46,20 @@ const statusLabels: Record<string, string> = {
   revoked: "Zurückgenommen",
 };
 
+const accountingStatusLabels: Record<string, string> = {
+  prepared: "Vorbereitet",
+  transferred: "Übertragen",
+  booked: "Gebucht",
+  cancelled: "Storniert",
+};
+
+const accountingStatusClasses: Record<string, string> = {
+  prepared: "bg-blue-50 text-blue-700 ring-blue-600/20",
+  transferred: "bg-emerald-50 text-emerald-700 ring-emerald-600/20",
+  booked: "bg-slate-900 text-white ring-slate-900/20",
+  cancelled: "bg-red-50 text-red-700 ring-red-600/20",
+};
+
 function humanizeValidationDetail(detail: unknown): string | null {
   if (!Array.isArray(detail)) {
     return null;
@@ -193,6 +207,8 @@ export default function RepairEstimatesSection({
   const [revokeTarget, setRevokeTarget] = useState<RepairEstimate | null>(null);
   const [lexwareResult, setLexwareResult] = useState<LexwareInvoicePreparation | null>(null);
   const [lexwareDialogOpen, setLexwareDialogOpen] = useState(false);
+  const [accountingTarget, setAccountingTarget] = useState<RepairEstimate | null>(null);
+  const [accountingNote, setAccountingNote] = useState("");
   const [inventoryDialogOpen, setInventoryDialogOpen] = useState(false);
   const [inventoryItems, setInventoryItems] = useState<InventoryItem[]>([]);
   const [inventoryCategories, setInventoryCategories] = useState<InventoryCategory[]>([]);
@@ -417,19 +433,48 @@ export default function RepairEstimatesSection({
     try {
       const response = await api.post<LexwareInvoicePreparation>(`/repairs/${repairId}/estimates/${estimate.id}/lexware/prepare-invoice`);
       setLexwareResult(response.data);
+      setAccountingTarget(estimate);
+      setAccountingNote(response.data.accounting_note || estimate.accounting_note || "");
       setLexwareDialogOpen(true);
       showToast({
         type: response.data.ready_for_export ? "success" : "error",
-        title: response.data.ready_for_export ? "Lexware-Rechnung vorbereitet" : "Lexware-Vorbereitung mit Hinweisen",
-        description: response.data.ready_for_export ? "Die Daten wurden geprüft und für den späteren Export vorgemerkt." : "Bitte prüfe die Hinweise vor dem Export.",
+        title: response.data.ready_for_export ? "Rechnungsvorbereitung erstellt" : "Rechnungsvorbereitung mit Hinweisen",
+        description: response.data.ready_for_export ? "Die Daten stehen für die Übernahme in die Buchhaltung bereit." : "Bitte prüfe die Hinweise vor der Übernahme.",
       });
     } catch (err) {
-      showToast({ type: "error", title: "Lexware-Rechnung konnte nicht vorbereitet werden", description: getErrorMessage(err) });
+      showToast({ type: "error", title: "Rechnungsvorbereitung fehlgeschlagen", description: getErrorMessage(err) });
     } finally {
       setPendingId(null);
     }
   }
 
+  async function markAccountingTransferred() {
+    if (!accountingTarget || !lexwareResult) return;
+    setPendingId(accountingTarget.id);
+    try {
+      const response = await api.post<LexwareInvoicePreparation>(
+        `/repairs/${repairId}/estimates/${accountingTarget.id}/accounting/mark-transferred`,
+        { accounting_note: accountingNote },
+      );
+      setLexwareResult(response.data);
+      await loadEstimates();
+      showToast({ type: "success", title: "Als übertragen markiert", description: "Die Übergabe an die Buchhaltung wurde dokumentiert." });
+    } catch (err) {
+      showToast({ type: "error", title: "Status konnte nicht aktualisiert werden", description: getErrorMessage(err) });
+    } finally {
+      setPendingId(null);
+    }
+  }
+
+  async function copyText(label: string, text: string) {
+    try {
+      await navigator.clipboard.writeText(text);
+      showToast({ type: "success", title: `${label} kopiert` });
+    } catch {
+      showToast({ type: "error", title: "Kopieren fehlgeschlagen", description: "Bitte markiere den Text manuell." });
+    }
+  }
+
   async function deleteEstimate() {
     if (!deleteTarget) return;
     setPendingId(deleteTarget.id);
@@ -494,6 +539,16 @@ export default function RepairEstimatesSection({
                 <Meta label="Antwort" value={estimate.customer_response_message || "-"} />
               </dl>
 
+              {estimate.accounting_export_status && (
+                <div className="mt-4 flex flex-wrap items-center gap-2 rounded-lg border bg-slate-50 p-3 text-sm">
+                  <ReceiptText className="h-4 w-4 text-slate-500" />
+                  <span className="font-medium text-slate-700">Buchhaltung</span>
+                  <AccountingBadge status={estimate.accounting_export_status} />
+                  {estimate.accounting_transferred_at && <span className="text-xs text-slate-500">{dateTime(estimate.accounting_transferred_at)}</span>}
+                  {estimate.accounting_note && <span className="break-words text-xs text-slate-500">{estimate.accounting_note}</span>}
+                </div>
+              )}
+
               <div className="mt-4 divide-y rounded-lg border">
                 {estimate.items.map((item) => (
                   <div key={item.id} className="flex items-start justify-between gap-3 p-3 text-sm">
@@ -519,7 +574,7 @@ export default function RepairEstimatesSection({
                 {canSend && ["draft", "sent"].includes(estimate.status) && <Button type="button" size="sm" onClick={() => void sendEstimate(estimate)} disabled={pendingId === estimate.id || !customerEmail}><Send />Senden</Button>}
                 {(canUpdate || canSend) && ["draft", "sent"].includes(estimate.status) && <Button type="button" variant="outline" size="sm" onClick={() => setCancelTarget(estimate)} disabled={pendingId === estimate.id}><XCircle />Stornieren</Button>}
                 {canRevoke && estimate.status === "approved" && <Button type="button" variant="destructive" size="sm" onClick={() => setRevokeTarget(estimate)} disabled={pendingId === estimate.id}><Undo2 />Freigabe zurücknehmen</Button>}
-                {canLexwareExport && estimate.status === "approved" && <Button type="button" variant="outline" size="sm" onClick={() => void prepareLexwareInvoice(estimate)} disabled={pendingId === estimate.id}><ReceiptText />Lexware-Rechnung vorbereiten</Button>}
+                {canLexwareExport && estimate.status === "approved" && <Button type="button" variant="outline" size="sm" onClick={() => void prepareLexwareInvoice(estimate)} disabled={pendingId === estimate.id}><ReceiptText />In Buchhaltung übernehmen</Button>}
                 {canDelete && ["draft", "cancelled"].includes(estimate.status) && <Button type="button" variant="destructive" size="sm" onClick={() => setDeleteTarget(estimate)} disabled={pendingId === estimate.id}><Trash2 />Löschen</Button>}
               </div>
             </article>
@@ -656,14 +711,22 @@ export default function RepairEstimatesSection({
       <Dialog open={lexwareDialogOpen} onOpenChange={setLexwareDialogOpen}>
         <DialogContent className="sm:max-w-3xl">
           <DialogHeader>
-            <DialogTitle>Lexware-Rechnung vorbereiten</DialogTitle>
-            <DialogDescription>Die Rechnung wird noch nicht automatisch in Lexware erstellt.</DialogDescription>
+            <DialogTitle>In Buchhaltung übernehmen</DialogTitle>
+            <DialogDescription>Die Rechnung wird in der externen Buchhaltungssoftware erstellt. Olympus dokumentiert die Übergabe.</DialogDescription>
           </DialogHeader>
           {lexwareResult && (
             <div className="grid max-h-[70vh] gap-4 overflow-y-auto pr-1 text-sm">
-              <div className={`rounded-lg border p-4 ${lexwareResult.ready_for_export ? "bg-emerald-50 text-emerald-950" : "bg-amber-50 text-amber-950"}`}>
-                <p className="font-semibold">{lexwareResult.ready_for_export ? "Bereit für späteren Export" : "Vorbereitung mit Hinweisen"}</p>
-                <p className="mt-1">Sync-Record #{lexwareResult.sync_record_id}</p>
+              <div className="rounded-lg border bg-slate-50 p-4">
+                <div className="flex flex-wrap items-center gap-2">
+                  <span className="font-semibold text-slate-950">Exportstatus</span>
+                  <AccountingBadge status={lexwareResult.export_status} />
+                  <span className="text-slate-400">→</span>
+                  <AccountingBadge status="transferred" muted={lexwareResult.export_status !== "transferred" && lexwareResult.export_status !== "booked"} />
+                  <span className="text-slate-400">→</span>
+                  <AccountingBadge status="booked" muted={lexwareResult.export_status !== "booked"} />
+                </div>
+                <p className="mt-2 text-xs text-slate-500">Rechnungsvorbereitung #{lexwareResult.sync_record_id}</p>
+                {lexwareResult.transferred_at && <p className="mt-1 text-xs text-slate-500">Übertragen am {dateTime(lexwareResult.transferred_at)}</p>}
               </div>
 
               {lexwareResult.warnings.length > 0 && (
@@ -675,14 +738,21 @@ export default function RepairEstimatesSection({
                 </div>
               )}
 
-              <div className="grid gap-3 rounded-lg border bg-slate-50 p-4 md:grid-cols-2">
-                <Meta label="Kunde" value={lexwareResult.customer_mapping.name} />
-                <Meta label="E-Mail" value={lexwareResult.customer_mapping.email || "-"} />
-                <Meta label="Telefon" value={lexwareResult.customer_mapping.phone || "-"} />
-                <Meta label="Kontaktabgleich" value={lexwareResult.customer_mapping.search_strategy} />
+              <div className="rounded-lg border">
+                <StepHeader step="1" title="Kundendaten kopieren" />
+                <CopyBlock
+                  text={[
+                    `Kunde: ${lexwareResult.customer_mapping.name}`,
+                    `E-Mail: ${lexwareResult.customer_mapping.email || "-"}`,
+                    `Telefon: ${lexwareResult.customer_mapping.phone || "-"}`,
+                  ].join("\n")}
+                  onCopy={(text) => void copyText("Kundendaten", text)}
+                />
+                <StepHeader step="2" title="In Buchhaltungssoftware einfügen" muted />
               </div>
 
               <div className="rounded-lg border">
+                <StepHeader step="3" title="Positionen kopieren" />
                 <div className="grid grid-cols-[1fr_auto_auto] gap-3 border-b bg-slate-50 p-3 text-xs font-semibold uppercase text-slate-500">
                   <span>Position</span>
                   <span>Steuer</span>
@@ -698,6 +768,13 @@ export default function RepairEstimatesSection({
                     <span className="font-medium text-slate-950">{item.total} €</span>
                   </div>
                 ))}
+                <CopyBlock
+                  text={lexwareResult.line_item_mapping.map((item) => (
+                    `${item.title}; ${item.description || "-"}; ${item.quantity} ${item.unit}; ${item.unit_price} EUR; ${item.tax_rate}%; ${item.total} EUR`
+                  )).join("\n")}
+                  onCopy={(text) => void copyText("Positionen", text)}
+                />
+                <StepHeader step="4" title="In Buchhaltungssoftware einfügen" muted />
               </div>
 
               <div className="grid gap-3 rounded-lg border bg-slate-50 p-4 md:grid-cols-3">
@@ -705,6 +782,33 @@ export default function RepairEstimatesSection({
                 <Meta label="MwSt." value={`${String(lexwareResult.payload_summary.tax ?? "-")} €`} />
                 <Meta label="Gesamt" value={`${String(lexwareResult.payload_summary.total ?? "-")} €`} />
               </div>
+
+              <div className="rounded-lg border bg-white">
+                <StepHeader step="5" title="Rechnung speichern" muted />
+                <StepHeader step="6" title="Zurück zu Olympus" muted />
+                <div className="border-t p-4">
+                  <label className="block">
+                    <span className="mb-1.5 block text-sm font-medium text-slate-700">Buchhaltungsnotiz</span>
+                    <textarea
+                      className="min-h-20 w-full rounded-lg border border-input bg-transparent px-2.5 py-2 text-sm outline-none"
+                      placeholder="z. B. Lexware RG-2026-154 oder Rechnung in sevdesk erstellt"
+                      value={accountingNote}
+                      onChange={(event) => setAccountingNote(event.target.value)}
+                    />
+                  </label>
+                  <div className="mt-3 flex flex-wrap items-center gap-2">
+                    <Button
+                      type="button"
+                      onClick={() => void markAccountingTransferred()}
+                      disabled={!accountingTarget || pendingId === accountingTarget.id || lexwareResult.export_status === "transferred"}
+                    >
+                      <CheckCircle2 />
+                      Als übertragen markieren
+                    </Button>
+                    {lexwareResult.export_status === "transferred" && <span className="text-sm font-medium text-emerald-700">Bereits übertragen</span>}
+                  </div>
+                </div>
+              </div>
             </div>
           )}
           <DialogFooter>
@@ -760,6 +864,37 @@ function Meta({ label, value }: { label: string; value: string }) {
   );
 }
 
+function AccountingBadge({ status, muted = false }: { status: string; muted?: boolean }) {
+  const label = accountingStatusLabels[status] ?? status;
+  const activeClass = accountingStatusClasses[status] ?? "bg-slate-100 text-slate-700 ring-slate-600/20";
+  return (
+    <span className={`w-fit rounded-full px-2.5 py-1 text-xs font-medium ring-1 ${muted ? "bg-slate-100 text-slate-400 ring-slate-200" : activeClass}`}>
+      {label}
+    </span>
+  );
+}
+
+function StepHeader({ step, title, muted = false }: { step: string; title: string; muted?: boolean }) {
+  return (
+    <div className={`flex items-center gap-3 border-b p-3 ${muted ? "bg-slate-50 text-slate-500" : "bg-white text-slate-950"}`}>
+      <span className="flex h-6 w-6 items-center justify-center rounded-full bg-slate-900 text-xs font-semibold text-white">{step}</span>
+      <p className="font-medium">{title}</p>
+    </div>
+  );
+}
+
+function CopyBlock({ text, onCopy }: { text: string; onCopy: (text: string) => void }) {
+  return (
+    <div className="grid gap-3 p-3">
+      <pre className="max-h-40 overflow-auto rounded-lg bg-slate-950 p-3 text-xs text-white whitespace-pre-wrap">{text}</pre>
+      <Button type="button" variant="outline" size="sm" className="w-fit" onClick={() => onCopy(text)}>
+        <Copy />
+        Kopieren
+      </Button>
+    </div>
+  );
+}
+
 function Field({ label, children }: { label: string; children: ReactNode }) {
   return (
     <label className="block">

frontend/athena/types/lexware.ts

@@ -47,10 +47,14 @@ export interface LexwareLineItemMapping {
 
 export interface LexwareInvoicePreparation {
   ready_for_export: boolean;
+  export_status: "prepared" | "transferred" | "booked" | "cancelled";
   payload_summary: Record<string, unknown>;
   customer_mapping: LexwareCustomerMapping;
   line_item_mapping: LexwareLineItemMapping[];
   tax_mapping: Record<string, unknown>;
   warnings: string[];
   sync_record_id: number;
+  accounting_note: string;
+  transferred_at: string | null;
+  transferred_by_user_id: number | null;
 }

frontend/athena/types/repair.ts

@@ -220,6 +220,10 @@ export interface RepairEstimate {
   lexware_invoice_number: string | null;
   lexware_invoice_status: string | null;
   lexware_synced_at: string | null;
+  accounting_export_status: "prepared" | "transferred" | "booked" | "cancelled" | null;
+  accounting_note: string | null;
+  accounting_transferred_at: string | null;
+  accounting_transferred_by_user_id: number | null;
   created_by_user_id: number | null;
   created_at: string;
   updated_at: string;