feat(documents): allow archiving inbox documents

frontend/pages/organisation/dokumentenablage.vue

@@ -36,6 +36,12 @@ const previewDocument = ref<InboxDocument | null>(null)
 const filingDocument = ref<InboxDocument | null>(null)
 const filingLoading = ref(false)
 const filingSaving = ref(false)
+const archiveOpen = ref(false)
+const archiveTarget = ref<InboxDocument | null>(null)
+const archiveSaving = ref(false)
+const archiveError = ref("")
+let archiveVersion = 0
+const documentBusy = computed(() => filingSaving.value || archiveSaving.value)
 const filingError = ref("")
 const filingFolders = ref<FilingFolder[]>([])
 const filingTypes = ref<FilingType[]>([])
@@ -80,7 +86,7 @@ const folderOptions = computed(() => {
   return [{ id: "root", name: "Dateien (Hauptebene)" }, ...filingFolders.value
     .map(folder => ({ id: folder.id, name: path(folder) })).sort((a, b) => a.name.localeCompare(b.name, "de"))]
 })
-const canFile = computed(() => Boolean(filingDocument.value && !filingLoading.value && !filingSaving.value
+const canFile = computed(() => Boolean(filingDocument.value && !filingLoading.value && !documentBusy.value
   && (filingFolder.value === "root" || selectedFolder.value)
   && filingTypes.value.some(type => type.id === filingType.value)
   && (!fixedType.value || filingType.value === selectedFolder.value?.standardFiletype)))
@@ -225,6 +231,7 @@ const removeAssignment = (kind: string) => {
 const openPreview = (entry: InboxDocument) => openFiling(entry)
 
 const openFiling = async (entry: InboxDocument) => {
+  if (disposed || documentBusy.value) return
   suggestionVersion++
   clearTimeout(suggestionTimer)
   suggestionController?.abort()
@@ -278,6 +285,44 @@ const openFiling = async (entry: InboxDocument) => {
   }
 }
 
+const removeInboxEntry = (id: string) => {
+  // Discard older list responses that still contain the completed document.
+  requestVersion++
+  clearTimeout(pollTimer)
+  if (documents.value.some(document => document.id === id)) total.value = Math.max(0, total.value - 1)
+  documents.value = documents.value.filter(document => document.id !== id)
+  page.value = Math.min(page.value, Math.max(1, Math.ceil(total.value / pageSize)))
+  void inboxCount.refresh()
+  if (previewDocument.value?.id === id) previewOpen.value = false
+}
+
+const openArchive = (entry: InboxDocument) => {
+  if (disposed || documentBusy.value || !auth.activeTenant) return
+  archiveTarget.value = entry
+  archiveError.value = ""
+  archiveOpen.value = true
+}
+
+const archiveDocument = async () => {
+  const entry = archiveTarget.value
+  if (!entry || !archiveOpen.value || disposed || documentBusy.value || !auth.activeTenant) return
+  const version = ++archiveVersion
+  archiveSaving.value = true
+  archiveError.value = ""
+  try {
+    await $api(`/api/document-inbox/${entry.id}/archive`, { method: "POST" })
+    if (disposed || version !== archiveVersion) return
+    removeInboxEntry(entry.id)
+    archiveOpen.value = false
+    toast.add({ title: "Dokument archiviert", description: `${entry.name} wurde aus der Ablage entfernt.`, color: "success" })
+    await load(true)
+  } catch (cause: any) {
+    if (!disposed && version === archiveVersion) archiveError.value = cause?.data?.error || cause?.data?.message || "Das Dokument konnte nicht archiviert werden."
+  } finally {
+    if (version === archiveVersion) archiveSaving.value = false
+  }
+}
+
 const fileDocument = async () => {
   if (!canFile.value) return
   const entry = filingDocument.value!
@@ -288,14 +333,7 @@ const fileDocument = async () => {
   try {
     await $api(`/api/document-inbox/${entry.id}/file`, { method: "POST", body: { folder, type: filingType.value, assignments: { ...assignmentChanges.value } } })
     if (disposed || version !== filingVersion) return
-    // Cancel pending polling responses before removing the successfully filed entry.
-    requestVersion++
-    clearTimeout(pollTimer)
-    documents.value = documents.value.filter(document => document.id !== entry.id)
-    total.value = Math.max(0, total.value - 1)
-    page.value = Math.min(page.value, Math.max(1, Math.ceil(total.value / pageSize)))
-    void inboxCount.refresh()
-    previewOpen.value = false
+    removeInboxEntry(entry.id)
     toast.add({ title: "Dokument abgelegt", description: `${entry.name} ist unter Dateien verfügbar.`, color: "success" })
     await load(true)
   } catch (cause: any) {
@@ -429,7 +467,15 @@ watch(previewOpen, open => {
     filingLoading.value = false
   }
 })
+watch(archiveOpen, open => {
+  if (!open) { archiveTarget.value = null; archiveError.value = "" }
+})
 watch(() => auth.activeTenant, () => {
+  archiveVersion++
+  archiveOpen.value = false
+  archiveTarget.value = null
+  archiveError.value = ""
+  archiveSaving.value = false
   requestVersion++
   setupVersion++
   filingVersion++
@@ -455,6 +501,7 @@ watch(() => auth.activeTenant, () => {
 onMounted(() => { origin.value = window.location.origin; load() })
 onBeforeUnmount(() => {
   disposed = true
+  archiveVersion++
   requestVersion++
   setupVersion++
   filingVersion++
@@ -507,7 +554,12 @@ onBeforeUnmount(() => {
             </td>
             <td class="whitespace-nowrap px-4 py-4 text-muted">{{ dayjs(entry.receivedAt).format('DD.MM.YYYY HH:mm') }}</td>
             <td class="whitespace-nowrap px-4 py-4 text-muted">{{ formatSize(entry.size) }}</td>
-            <td class="px-4 py-4"><div class="flex justify-end gap-1"><UButton icon="i-heroicons-folder-arrow-down" variant="soft" :aria-label="`${entry.name} ablegen`" @click="openFiling(entry)">Ablegen</UButton><UButton icon="i-heroicons-eye" color="neutral" variant="ghost" :aria-label="`${entry.name} als Vorschau anzeigen`" @click="openPreview(entry)">Vorschau</UButton><UButton icon="i-heroicons-arrow-down-tray" color="neutral" variant="ghost" :aria-label="`${entry.name} herunterladen`" @click="fileAction(entry, true)" /></div></td>
+            <td class="px-4 py-4"><div class="flex justify-end gap-1">
+              <UButton icon="i-heroicons-folder-arrow-down" variant="soft" :aria-label="`${entry.name} ablegen`" :disabled="documentBusy" @click="openFiling(entry)">Ablegen</UButton>
+              <UButton icon="i-heroicons-eye" color="neutral" variant="ghost" :aria-label="`${entry.name} als Vorschau anzeigen`" :disabled="documentBusy" @click="openPreview(entry)">Vorschau</UButton>
+              <UButton icon="i-heroicons-arrow-down-tray" color="neutral" variant="ghost" :aria-label="`${entry.name} herunterladen`" @click="fileAction(entry, true)" />
+              <UButton icon="i-heroicons-archive-box" color="neutral" variant="ghost" :aria-label="`${entry.name} archivieren`" :disabled="documentBusy" @click="openArchive(entry)">Archivieren</UButton>
+            </div></td>
           </tr>
         </tbody>
       </table>
@@ -522,7 +574,7 @@ onBeforeUnmount(() => {
     </div>
   </UDashboardPanelContent>
 
-  <UModal v-model:open="previewOpen" :title="previewDocument?.name || 'Dokumentvorschau'" description="Dokument prüfen und mit Ordner und Typ ablegen." :dismissible="!filingSaving" :close="!filingSaving" :ui="{ content: 'w-[calc(100vw-2rem)] max-w-7xl h-[90dvh]', body: 'min-h-0 flex-1 overflow-y-auto lg:overflow-hidden p-0 sm:p-0', title: 'break-all pr-8', footer: 'flex-wrap justify-end' }">
+  <UModal v-model:open="previewOpen" :title="previewDocument?.name || 'Dokumentvorschau'" description="Dokument prüfen und mit Ordner und Typ ablegen." :dismissible="!documentBusy" :close="!documentBusy" :ui="{ content: 'w-[calc(100vw-2rem)] max-w-7xl h-[90dvh]', body: 'min-h-0 flex-1 overflow-y-auto lg:overflow-hidden p-0 sm:p-0', title: 'break-all pr-8', footer: 'flex-wrap justify-end' }">
     <template #body>
       <div class="lg:flex lg:h-full lg:min-h-0">
         <div class="h-[50dvh] min-w-0 lg:h-full lg:flex-1">
@@ -597,6 +649,7 @@ onBeforeUnmount(() => {
     </template>
     <template #footer>
       <template v-if="previewDocument">
+        <UButton icon="i-heroicons-archive-box" color="neutral" variant="ghost" :disabled="documentBusy" @click="openArchive(previewDocument)">Archivieren</UButton>
         <UButton icon="i-heroicons-arrow-top-right-on-square" color="neutral" variant="ghost" @click="fileAction(previewDocument, false)">In neuem Tab öffnen</UButton>
         <UButton icon="i-heroicons-arrow-down-tray" color="neutral" variant="outline" @click="fileAction(previewDocument, true)">Herunterladen</UButton>
         <UButton type="submit" form="inbox-preview-filing" icon="i-heroicons-folder-arrow-down" :loading="filingSaving" :disabled="!canFile">Übernehmen und ablegen</UButton>
@@ -604,6 +657,17 @@ onBeforeUnmount(() => {
     </template>
   </UModal>
 
+  <UModal v-model:open="archiveOpen" title="Dokument archivieren" description="Das Dokument verschwindet aus der Ablage. Die Originaldatei bleibt im Archiv erhalten." :dismissible="!archiveSaving" :close="!archiveSaving">
+    <template #body>
+      <p class="break-all font-medium">{{ archiveTarget?.name }}</p>
+      <UAlert v-if="archiveError" class="mt-4" :title="archiveError" color="error" variant="subtle" />
+    </template>
+    <template #footer>
+      <UButton color="neutral" variant="outline" :disabled="archiveSaving" @click="archiveOpen = false">Abbrechen</UButton>
+      <UButton icon="i-heroicons-archive-box" :loading="archiveSaving" :disabled="!archiveTarget || filingSaving" @click="archiveDocument">Archivieren</UButton>
+    </template>
+  </UModal>
+
   <UModal v-model:open="setupOpen" title="Scanner einrichten" description="Verbinde deinen Epson-Scanner mit der Dokumentenablage dieses Mandanten.">
     <template #body>
       <div class="space-y-5">

frontend/tests/document-inbox.test.cjs

@@ -167,6 +167,84 @@ test('filing failure preserves the document and selected values for retry', asyn
   assert.equal(ui.run('canFile.value'), true)
 })
 
+test('archiving needs no classification, waits for confirmation and updates the list, preview and badge', async t => {
+  const pending = deferred()
+  const staleList = deferred()
+  const requests = []
+  let listings = 0
+  const ui = setup((url, options) => {
+    requests.push({ url, options })
+    if (url.endsWith('/archive')) return pending.promise
+    if (url.endsWith('/filing-options')) return Promise.resolve({ folders: [], types: [] })
+    if (url.endsWith('/suggestion')) return Promise.resolve({ status: 'pending', suggestion: null })
+    if (++listings === 1) return staleList.promise
+    return Promise.resolve({ documents: [{ id: 'remaining' }], total: 50 })
+  })
+  t.after(ui.close)
+  ui.run('documents.value = [{ id: "scan", name: "scan.pdf" }]; total.value = 51; page.value = 2')
+  await ui.run('openPreview(documents.value[0])')
+  await settle()
+  assert.equal(ui.run('canFile.value'), false)
+  ui.run('openArchive(documents.value[0])')
+  assert.equal(requests.some(request => request.url.endsWith('/archive')), false)
+  const listing = ui.run('load(true)')
+  const saving = ui.run('archiveDocument()')
+  await ui.run('archiveDocument()')
+  await ui.run('fileDocument()')
+  assert.equal(requests.filter(request => request.url.endsWith('/archive')).length, 1)
+  assert.equal(requests.some(request => request.url.endsWith('/file')), false)
+  assert.equal(ui.run('documents.value.length'), 1)
+  pending.resolve({ id: 'scan', archived: true })
+  await saving
+  staleList.resolve({ documents: [{ id: 'scan' }], total: 51 })
+  await listing
+  assert.equal(requests.find(request => request.url.endsWith('/archive')).options.method, 'POST')
+  assert.equal(ui.run('archiveOpen.value'), false)
+  assert.equal(ui.run('previewOpen.value'), false)
+  assert.equal(ui.run('documents.value[0].id'), 'remaining')
+  assert.equal(ui.run('total.value'), 50)
+  assert.equal(ui.run('page.value'), 1)
+  assert.equal(ui.countRefreshes(), 1)
+})
+
+test('archive cancellation and failure preserve the document and allow a retry from the list', async t => {
+  let calls = 0
+  const ui = setup(async () => { calls++; throw { data: { message: 'Archivieren fehlgeschlagen' } } })
+  t.after(ui.close)
+  ui.run('documents.value = [{ id: "scan", name: "scan.pdf" }]; total.value = 1; openArchive(documents.value[0])')
+  await settle()
+  ui.run('archiveOpen.value = false')
+  await settle()
+  assert.equal(ui.run('archiveTarget.value'), null)
+  assert.equal(calls, 0)
+  ui.run('openArchive(documents.value[0])')
+  await ui.run('archiveDocument()')
+  assert.equal(ui.run('archiveError.value'), 'Archivieren fehlgeschlagen')
+  assert.equal(ui.run('archiveOpen.value'), true)
+  assert.equal(ui.run('archiveSaving.value'), false)
+  assert.equal(ui.run('documents.value[0].id'), 'scan')
+  assert.equal(ui.run('total.value'), 1)
+  assert.equal(ui.countRefreshes(), 0)
+})
+
+test('archive responses from a previous tenant or unmounted page cannot update the current view', async t => {
+  for (const action of ['tenant', 'unmount']) {
+    const pending = deferred()
+    const ui = setup(url => url.endsWith('/archive') ? pending.promise : Promise.resolve({ documents: [{ id: 'tenant-2' }], total: 1 }))
+    t.after(ui.close)
+    ui.run('documents.value = [{ id: "scan", name: "scan.pdf" }]; total.value = 1; openArchive(documents.value[0])')
+    const saving = ui.run('archiveDocument()')
+    if (action === 'tenant') ui.auth.activeTenant = '2'
+    else ui.close()
+    await settle()
+    pending.resolve({ id: 'scan', archived: true })
+    await saving
+    assert.equal(ui.run('documents.value[0].id'), action === 'tenant' ? 'tenant-2' : 'scan')
+    assert.equal(ui.countRefreshes(), 0)
+    if (action === 'tenant') assert.equal(ui.run('archiveOpen.value'), false)
+  }
+})
+
 test('tenant switching discards pending folder options and filing responses', async t => {
   for (const stage of ['options', 'save']) {
     const pending = deferred()