feat(accounting): add invoice preparation workflow
This commit is contained in:
Schubert Ferenc
parent
ffffb68898
commit
46eeaa1f2e
17 changed files with 519 additions and 44 deletions
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@ -0,0 +1,19 @@
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import { NextRequest } from "next/server";
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import { proxyHermesRequest } from "@/lib/server/hermes-proxy";
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import { assertSameOrigin } from "@/lib/server/request-guards";
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type Params = {
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params: Promise<{ id: string; estimateId: string }>;
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};
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export async function POST(request: NextRequest, { params }: Params) {
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const originError = assertSameOrigin(request);
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if (originError) {
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return originError;
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}
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const { id, estimateId } = await params;
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return proxyHermesRequest(request, `/repairs/${id}/estimates/${estimateId}/accounting/mark-transferred`);
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}
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@ -2,7 +2,7 @@
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import { useCallback, useEffect, useMemo, useState } from "react";
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import type { ReactNode } from "react";
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import { AlertTriangle, FileCheck2, PackageSearch, Plus, ReceiptText, Send, Trash2, Undo2, XCircle } from "lucide-react";
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import { AlertTriangle, CheckCircle2, Copy, FileCheck2, PackageSearch, Plus, ReceiptText, Send, Trash2, Undo2, XCircle } from "lucide-react";
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import ConfirmDialog from "@/components/common/ConfirmDialog";
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import { useToast } from "@/components/common/ToastProvider";
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@ -46,6 +46,20 @@ const statusLabels: Record<string, string> = {
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revoked: "Zurückgenommen",
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};
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const accountingStatusLabels: Record<string, string> = {
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prepared: "Vorbereitet",
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transferred: "Übertragen",
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booked: "Gebucht",
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cancelled: "Storniert",
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};
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const accountingStatusClasses: Record<string, string> = {
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prepared: "bg-blue-50 text-blue-700 ring-blue-600/20",
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transferred: "bg-emerald-50 text-emerald-700 ring-emerald-600/20",
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booked: "bg-slate-900 text-white ring-slate-900/20",
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cancelled: "bg-red-50 text-red-700 ring-red-600/20",
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};
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function humanizeValidationDetail(detail: unknown): string | null {
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if (!Array.isArray(detail)) {
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return null;
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@ -193,6 +207,8 @@ export default function RepairEstimatesSection({
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const [revokeTarget, setRevokeTarget] = useState<RepairEstimate | null>(null);
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const [lexwareResult, setLexwareResult] = useState<LexwareInvoicePreparation | null>(null);
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const [lexwareDialogOpen, setLexwareDialogOpen] = useState(false);
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const [accountingTarget, setAccountingTarget] = useState<RepairEstimate | null>(null);
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const [accountingNote, setAccountingNote] = useState("");
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const [inventoryDialogOpen, setInventoryDialogOpen] = useState(false);
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const [inventoryItems, setInventoryItems] = useState<InventoryItem[]>([]);
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const [inventoryCategories, setInventoryCategories] = useState<InventoryCategory[]>([]);
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@ -417,19 +433,48 @@ export default function RepairEstimatesSection({
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try {
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const response = await api.post<LexwareInvoicePreparation>(`/repairs/${repairId}/estimates/${estimate.id}/lexware/prepare-invoice`);
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setLexwareResult(response.data);
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setAccountingTarget(estimate);
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setAccountingNote(response.data.accounting_note || estimate.accounting_note || "");
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setLexwareDialogOpen(true);
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showToast({
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type: response.data.ready_for_export ? "success" : "error",
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title: response.data.ready_for_export ? "Lexware-Rechnung vorbereitet" : "Lexware-Vorbereitung mit Hinweisen",
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description: response.data.ready_for_export ? "Die Daten wurden geprüft und für den späteren Export vorgemerkt." : "Bitte prüfe die Hinweise vor dem Export.",
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title: response.data.ready_for_export ? "Rechnungsvorbereitung erstellt" : "Rechnungsvorbereitung mit Hinweisen",
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description: response.data.ready_for_export ? "Die Daten stehen für die Übernahme in die Buchhaltung bereit." : "Bitte prüfe die Hinweise vor der Übernahme.",
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});
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} catch (err) {
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showToast({ type: "error", title: "Lexware-Rechnung konnte nicht vorbereitet werden", description: getErrorMessage(err) });
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showToast({ type: "error", title: "Rechnungsvorbereitung fehlgeschlagen", description: getErrorMessage(err) });
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} finally {
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setPendingId(null);
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}
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}
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async function markAccountingTransferred() {
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if (!accountingTarget || !lexwareResult) return;
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setPendingId(accountingTarget.id);
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try {
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const response = await api.post<LexwareInvoicePreparation>(
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`/repairs/${repairId}/estimates/${accountingTarget.id}/accounting/mark-transferred`,
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{ accounting_note: accountingNote },
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);
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setLexwareResult(response.data);
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await loadEstimates();
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showToast({ type: "success", title: "Als übertragen markiert", description: "Die Übergabe an die Buchhaltung wurde dokumentiert." });
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} catch (err) {
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showToast({ type: "error", title: "Status konnte nicht aktualisiert werden", description: getErrorMessage(err) });
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} finally {
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setPendingId(null);
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}
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}
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async function copyText(label: string, text: string) {
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try {
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await navigator.clipboard.writeText(text);
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showToast({ type: "success", title: `${label} kopiert` });
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} catch {
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showToast({ type: "error", title: "Kopieren fehlgeschlagen", description: "Bitte markiere den Text manuell." });
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}
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}
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async function deleteEstimate() {
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if (!deleteTarget) return;
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setPendingId(deleteTarget.id);
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@ -494,6 +539,16 @@ export default function RepairEstimatesSection({
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<Meta label="Antwort" value={estimate.customer_response_message || "-"} />
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</dl>
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{estimate.accounting_export_status && (
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<div className="mt-4 flex flex-wrap items-center gap-2 rounded-lg border bg-slate-50 p-3 text-sm">
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<ReceiptText className="h-4 w-4 text-slate-500" />
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<span className="font-medium text-slate-700">Buchhaltung</span>
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<AccountingBadge status={estimate.accounting_export_status} />
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{estimate.accounting_transferred_at && <span className="text-xs text-slate-500">{dateTime(estimate.accounting_transferred_at)}</span>}
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{estimate.accounting_note && <span className="break-words text-xs text-slate-500">{estimate.accounting_note}</span>}
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</div>
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)}
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<div className="mt-4 divide-y rounded-lg border">
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{estimate.items.map((item) => (
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<div key={item.id} className="flex items-start justify-between gap-3 p-3 text-sm">
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@ -519,7 +574,7 @@ export default function RepairEstimatesSection({
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{canSend && ["draft", "sent"].includes(estimate.status) && <Button type="button" size="sm" onClick={() => void sendEstimate(estimate)} disabled={pendingId === estimate.id || !customerEmail}><Send />Senden</Button>}
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{(canUpdate || canSend) && ["draft", "sent"].includes(estimate.status) && <Button type="button" variant="outline" size="sm" onClick={() => setCancelTarget(estimate)} disabled={pendingId === estimate.id}><XCircle />Stornieren</Button>}
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{canRevoke && estimate.status === "approved" && <Button type="button" variant="destructive" size="sm" onClick={() => setRevokeTarget(estimate)} disabled={pendingId === estimate.id}><Undo2 />Freigabe zurücknehmen</Button>}
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{canLexwareExport && estimate.status === "approved" && <Button type="button" variant="outline" size="sm" onClick={() => void prepareLexwareInvoice(estimate)} disabled={pendingId === estimate.id}><ReceiptText />Lexware-Rechnung vorbereiten</Button>}
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{canLexwareExport && estimate.status === "approved" && <Button type="button" variant="outline" size="sm" onClick={() => void prepareLexwareInvoice(estimate)} disabled={pendingId === estimate.id}><ReceiptText />In Buchhaltung übernehmen</Button>}
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{canDelete && ["draft", "cancelled"].includes(estimate.status) && <Button type="button" variant="destructive" size="sm" onClick={() => setDeleteTarget(estimate)} disabled={pendingId === estimate.id}><Trash2 />Löschen</Button>}
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</div>
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</article>
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@ -656,14 +711,22 @@ export default function RepairEstimatesSection({
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<Dialog open={lexwareDialogOpen} onOpenChange={setLexwareDialogOpen}>
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<DialogContent className="sm:max-w-3xl">
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<DialogHeader>
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<DialogTitle>Lexware-Rechnung vorbereiten</DialogTitle>
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<DialogDescription>Die Rechnung wird noch nicht automatisch in Lexware erstellt.</DialogDescription>
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<DialogTitle>In Buchhaltung übernehmen</DialogTitle>
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<DialogDescription>Die Rechnung wird in der externen Buchhaltungssoftware erstellt. Olympus dokumentiert die Übergabe.</DialogDescription>
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</DialogHeader>
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{lexwareResult && (
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<div className="grid max-h-[70vh] gap-4 overflow-y-auto pr-1 text-sm">
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<div className={`rounded-lg border p-4 ${lexwareResult.ready_for_export ? "bg-emerald-50 text-emerald-950" : "bg-amber-50 text-amber-950"}`}>
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<p className="font-semibold">{lexwareResult.ready_for_export ? "Bereit für späteren Export" : "Vorbereitung mit Hinweisen"}</p>
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<p className="mt-1">Sync-Record #{lexwareResult.sync_record_id}</p>
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<div className="rounded-lg border bg-slate-50 p-4">
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<div className="flex flex-wrap items-center gap-2">
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<span className="font-semibold text-slate-950">Exportstatus</span>
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<AccountingBadge status={lexwareResult.export_status} />
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<span className="text-slate-400">→</span>
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<AccountingBadge status="transferred" muted={lexwareResult.export_status !== "transferred" && lexwareResult.export_status !== "booked"} />
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<span className="text-slate-400">→</span>
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<AccountingBadge status="booked" muted={lexwareResult.export_status !== "booked"} />
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</div>
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<p className="mt-2 text-xs text-slate-500">Rechnungsvorbereitung #{lexwareResult.sync_record_id}</p>
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{lexwareResult.transferred_at && <p className="mt-1 text-xs text-slate-500">Übertragen am {dateTime(lexwareResult.transferred_at)}</p>}
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</div>
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{lexwareResult.warnings.length > 0 && (
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@ -675,14 +738,21 @@ export default function RepairEstimatesSection({
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</div>
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)}
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<div className="grid gap-3 rounded-lg border bg-slate-50 p-4 md:grid-cols-2">
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<Meta label="Kunde" value={lexwareResult.customer_mapping.name} />
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<Meta label="E-Mail" value={lexwareResult.customer_mapping.email || "-"} />
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<Meta label="Telefon" value={lexwareResult.customer_mapping.phone || "-"} />
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<Meta label="Kontaktabgleich" value={lexwareResult.customer_mapping.search_strategy} />
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<div className="rounded-lg border">
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<StepHeader step="1" title="Kundendaten kopieren" />
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<CopyBlock
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text={[
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`Kunde: ${lexwareResult.customer_mapping.name}`,
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`E-Mail: ${lexwareResult.customer_mapping.email || "-"}`,
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`Telefon: ${lexwareResult.customer_mapping.phone || "-"}`,
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].join("\n")}
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onCopy={(text) => void copyText("Kundendaten", text)}
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/>
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<StepHeader step="2" title="In Buchhaltungssoftware einfügen" muted />
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</div>
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<div className="rounded-lg border">
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<StepHeader step="3" title="Positionen kopieren" />
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<div className="grid grid-cols-[1fr_auto_auto] gap-3 border-b bg-slate-50 p-3 text-xs font-semibold uppercase text-slate-500">
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<span>Position</span>
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<span>Steuer</span>
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@ -698,6 +768,13 @@ export default function RepairEstimatesSection({
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<span className="font-medium text-slate-950">{item.total} €</span>
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</div>
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))}
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<CopyBlock
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text={lexwareResult.line_item_mapping.map((item) => (
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`${item.title}; ${item.description || "-"}; ${item.quantity} ${item.unit}; ${item.unit_price} EUR; ${item.tax_rate}%; ${item.total} EUR`
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)).join("\n")}
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onCopy={(text) => void copyText("Positionen", text)}
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/>
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<StepHeader step="4" title="In Buchhaltungssoftware einfügen" muted />
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</div>
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<div className="grid gap-3 rounded-lg border bg-slate-50 p-4 md:grid-cols-3">
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@ -705,6 +782,33 @@ export default function RepairEstimatesSection({
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<Meta label="MwSt." value={`${String(lexwareResult.payload_summary.tax ?? "-")} €`} />
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<Meta label="Gesamt" value={`${String(lexwareResult.payload_summary.total ?? "-")} €`} />
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</div>
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<div className="rounded-lg border bg-white">
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<StepHeader step="5" title="Rechnung speichern" muted />
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<StepHeader step="6" title="Zurück zu Olympus" muted />
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<div className="border-t p-4">
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<label className="block">
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<span className="mb-1.5 block text-sm font-medium text-slate-700">Buchhaltungsnotiz</span>
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<textarea
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className="min-h-20 w-full rounded-lg border border-input bg-transparent px-2.5 py-2 text-sm outline-none"
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placeholder="z. B. Lexware RG-2026-154 oder Rechnung in sevdesk erstellt"
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value={accountingNote}
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onChange={(event) => setAccountingNote(event.target.value)}
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/>
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</label>
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<div className="mt-3 flex flex-wrap items-center gap-2">
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<Button
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type="button"
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onClick={() => void markAccountingTransferred()}
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disabled={!accountingTarget || pendingId === accountingTarget.id || lexwareResult.export_status === "transferred"}
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>
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<CheckCircle2 />
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Als übertragen markieren
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</Button>
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{lexwareResult.export_status === "transferred" && <span className="text-sm font-medium text-emerald-700">Bereits übertragen</span>}
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</div>
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</div>
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</div>
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</div>
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)}
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<DialogFooter>
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@ -760,6 +864,37 @@ function Meta({ label, value }: { label: string; value: string }) {
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);
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}
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function AccountingBadge({ status, muted = false }: { status: string; muted?: boolean }) {
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const label = accountingStatusLabels[status] ?? status;
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const activeClass = accountingStatusClasses[status] ?? "bg-slate-100 text-slate-700 ring-slate-600/20";
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return (
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<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}`}>
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{label}
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</span>
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);
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}
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function StepHeader({ step, title, muted = false }: { step: string; title: string; muted?: boolean }) {
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return (
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<div className={`flex items-center gap-3 border-b p-3 ${muted ? "bg-slate-50 text-slate-500" : "bg-white text-slate-950"}`}>
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<span className="flex h-6 w-6 items-center justify-center rounded-full bg-slate-900 text-xs font-semibold text-white">{step}</span>
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<p className="font-medium">{title}</p>
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</div>
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);
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}
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function CopyBlock({ text, onCopy }: { text: string; onCopy: (text: string) => void }) {
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return (
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<div className="grid gap-3 p-3">
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<pre className="max-h-40 overflow-auto rounded-lg bg-slate-950 p-3 text-xs text-white whitespace-pre-wrap">{text}</pre>
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<Button type="button" variant="outline" size="sm" className="w-fit" onClick={() => onCopy(text)}>
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<Copy />
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Kopieren
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</Button>
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</div>
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);
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}
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function Field({ label, children }: { label: string; children: ReactNode }) {
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return (
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<label className="block">
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@ -47,10 +47,14 @@ export interface LexwareLineItemMapping {
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export interface LexwareInvoicePreparation {
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ready_for_export: boolean;
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export_status: "prepared" | "transferred" | "booked" | "cancelled";
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payload_summary: Record<string, unknown>;
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customer_mapping: LexwareCustomerMapping;
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line_item_mapping: LexwareLineItemMapping[];
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tax_mapping: Record<string, unknown>;
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warnings: string[];
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sync_record_id: number;
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accounting_note: string;
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transferred_at: string | null;
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transferred_by_user_id: number | null;
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}
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@ -220,6 +220,10 @@ export interface RepairEstimate {
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lexware_invoice_number: string | null;
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lexware_invoice_status: string | null;
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lexware_synced_at: string | null;
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accounting_export_status: "prepared" | "transferred" | "booked" | "cancelled" | null;
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accounting_note: string | null;
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accounting_transferred_at: string | null;
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accounting_transferred_by_user_id: number | null;
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created_by_user_id: number | null;
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created_at: string;
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updated_at: string;
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