Files
FEDEO/backend/src/routes/banking.ts

913 lines
35 KiB
TypeScript

import { FastifyInstance } from "fastify"
import axios from "axios"
import dayjs from "dayjs"
import { secrets } from "../utils/secrets"
import { insertHistoryItem } from "../utils/history"
import { decrypt, encrypt } from "../utils/crypt"
import { DE_BANK_CODE_TO_NAME } from "../utils/deBankCodes"
import { DE_BANK_CODE_TO_BIC } from "../utils/deBankBics"
import {
bankrequisitions,
bankstatements,
accounts,
createddocuments,
customers,
entitybankaccounts,
incominginvoices,
ownaccounts,
statementallocations,
vendors,
} from "../../db/schema"
import {
eq,
and,
isNull,
aliasedTable,
} from "drizzle-orm"
export default async function bankingRoutes(server: FastifyInstance) {
const ContraAccounts = aliasedTable(accounts, "contra_accounts")
const ContraCustomers = aliasedTable(customers, "contra_customers")
const ContraVendors = aliasedTable(vendors, "contra_vendors")
const ContraOwnaccounts = aliasedTable(ownaccounts, "contra_ownaccounts")
const ManualInvoices = aliasedTable(incominginvoices, "manual_invoices")
const ManualInvoiceVendors = aliasedTable(vendors, "manual_invoice_vendors")
const normalizeManualSide = (payload: any, keys: string[]) =>
keys.filter((key) => payload[key] !== null && payload[key] !== undefined && payload[key] !== "")
const prepareStatementAllocationPayload = (payload: any) => {
const next = { ...payload }
const isManualBooking = !next.bankstatement
if (!isManualBooking) {
next.manualBookingDate = null
next.contraAccount = null
next.contraCustomer = null
next.contraVendor = null
next.contraOwnaccount = null
next.datevTaxKey = next.datevTaxKey ? String(next.datevTaxKey).trim() : null
next.manualInvoiceSide = null
return { data: next }
}
const debitKeys = ["account", "customer", "vendor", "ownaccount"]
const creditKeys = ["contraAccount", "contraCustomer", "contraVendor", "contraOwnaccount"]
const hasManualInvoice = next.incominginvoice !== null && next.incominginvoice !== undefined && next.incominginvoice !== ""
const debitSide = normalizeManualSide(next, debitKeys)
const creditSide = normalizeManualSide(next, creditKeys)
if (hasManualInvoice) {
if (next.manualInvoiceSide === "debit") debitSide.push("incominginvoice")
else if (next.manualInvoiceSide === "credit") creditSide.push("incominginvoice")
else return { error: "Für zugewiesene Eingangsbelege muss Soll oder Haben ausgewählt sein." }
} else {
next.manualInvoiceSide = null
}
if (!next.manualBookingDate || !dayjs(next.manualBookingDate).isValid()) {
return { error: "Für manuelle Buchungen ist ein gültiges Buchungsdatum erforderlich." }
}
if (!Number.isFinite(Number(next.amount)) || Number(next.amount) <= 0) {
return { error: "Für manuelle Buchungen muss der Betrag größer als 0 sein." }
}
if (debitSide.length !== 1 || creditSide.length !== 1) {
return { error: "Für manuelle Buchungen muss genau ein Soll- und ein Haben-Konto ausgewählt werden." }
}
next.amount = Math.abs(Number(next.amount))
next.bankstatement = null
next.manualBookingDate = dayjs(next.manualBookingDate).format("YYYY-MM-DD")
next.datevTaxKey = next.datevTaxKey ? String(next.datevTaxKey).trim() : null
return { data: next }
}
const normalizeIban = (value?: string | null) =>
String(value || "").replace(/\s+/g, "").toUpperCase()
const normalizeName = (value?: string | null) =>
String(value || "")
.toLowerCase()
.replace(/[^a-z0-9äöüß]+/gi, " ")
.replace(/\s+/g, " ")
.trim()
const pickPartnerBankData = (statement: any, partnerType: "customer" | "vendor") => {
if (!statement) return null
const prefersDebit = partnerType === "customer"
? Number(statement.amount) >= 0
: Number(statement.amount) > 0
const primary = prefersDebit
? { iban: statement.debIban }
: { iban: statement.credIban }
const fallback = prefersDebit
? { iban: statement.credIban }
: { iban: statement.debIban }
const primaryIban = normalizeIban(primary.iban)
if (primaryIban) {
return {
iban: primaryIban,
}
}
const fallbackIban = normalizeIban(fallback.iban)
if (fallbackIban) {
return {
iban: fallbackIban,
}
}
return null
}
const pickPartnerReference = (statement: any, partnerType: "customer" | "vendor") => {
if (!statement) return null
const prefersDebit = partnerType === "customer"
? Number(statement.amount) >= 0
: Number(statement.amount) > 0
const primary = prefersDebit
? { iban: statement.debIban, name: statement.debName }
: { iban: statement.credIban, name: statement.credName }
const fallback = prefersDebit
? { iban: statement.credIban, name: statement.credName }
: { iban: statement.debIban, name: statement.debName }
return {
iban: normalizeIban(primary.iban) || normalizeIban(fallback.iban) || null,
name: String(primary.name || fallback.name || "").trim() || null,
}
}
const mergePartnerIban = (infoData: Record<string, any>, iban: string, bankAccountId?: number | null) => {
if (!iban && !bankAccountId) return infoData || {}
const info = infoData && typeof infoData === "object" ? { ...infoData } : {}
if (iban) {
const existing = Array.isArray(info.bankingIbans) ? info.bankingIbans : []
const merged = [...new Set([...existing.map((i: string) => normalizeIban(i)), iban])]
info.bankingIbans = merged
if (!info.bankingIban) info.bankingIban = iban
}
if (bankAccountId) {
const existingIds = Array.isArray(info.bankAccountIds) ? info.bankAccountIds : []
if (!existingIds.includes(bankAccountId)) {
info.bankAccountIds = [...existingIds, bankAccountId]
}
}
return info
}
const ibanLengthByCountry: Record<string, number> = {
DE: 22,
AT: 20,
CH: 21,
NL: 18,
BE: 16,
FR: 27,
ES: 24,
IT: 27,
LU: 20,
}
const isValidIbanLocal = (iban: string) => {
const normalized = normalizeIban(iban)
if (!normalized || normalized.length < 15 || normalized.length > 34) return false
if (!/^[A-Z]{2}[0-9]{2}[A-Z0-9]+$/.test(normalized)) return false
const country = normalized.slice(0, 2)
const expectedLength = ibanLengthByCountry[country]
if (expectedLength && normalized.length !== expectedLength) return false
const rearranged = normalized.slice(4) + normalized.slice(0, 4)
let numeric = ""
for (const ch of rearranged) {
if (ch >= "A" && ch <= "Z") numeric += (ch.charCodeAt(0) - 55).toString()
else numeric += ch
}
let remainder = 0
for (const digit of numeric) {
remainder = (remainder * 10 + Number(digit)) % 97
}
return remainder === 1
}
const resolveGermanBankDataFromIbanLocal = (iban: string) => {
const normalized = normalizeIban(iban)
if (!isValidIbanLocal(normalized)) return null
// Für DE-IBANs kann die BLZ aus Position 5-12 lokal gelesen werden.
if (normalized.startsWith("DE") && normalized.length === 22) {
const bankCode = normalized.slice(4, 12)
const bankName = DE_BANK_CODE_TO_NAME[bankCode] || `Unbekannt (BLZ ${bankCode})`
const bic = DE_BANK_CODE_TO_BIC[bankCode] || null
return {
bankName,
bic,
bankCode,
}
}
return null
}
const resolveEntityBankAccountId = async (
tenantId: number,
userId: string,
iban: string
) => {
const normalizedIban = normalizeIban(iban)
if (!normalizedIban) return null
const bankData = resolveGermanBankDataFromIbanLocal(normalizedIban)
const allAccounts = await server.db
.select({
id: entitybankaccounts.id,
ibanEncrypted: entitybankaccounts.ibanEncrypted,
bankNameEncrypted: entitybankaccounts.bankNameEncrypted,
bicEncrypted: entitybankaccounts.bicEncrypted,
})
.from(entitybankaccounts)
.where(eq(entitybankaccounts.tenant, tenantId))
const existing = allAccounts.find((row) => {
if (!row.ibanEncrypted) return false
try {
const decryptedIban = decrypt(row.ibanEncrypted as any)
return normalizeIban(decryptedIban) === normalizedIban
} catch {
return false
}
})
if (existing?.id) {
if (bankData) {
let currentBankName = ""
let currentBic = ""
try {
currentBankName = String(decrypt(existing.bankNameEncrypted as any) || "").trim()
} catch {
currentBankName = ""
}
try {
currentBic = String(decrypt((existing as any).bicEncrypted as any) || "").trim()
} catch {
currentBic = ""
}
const nextBankName = bankData?.bankName || "Unbekannt"
const nextBic = bankData?.bic || "UNBEKANNT"
if (currentBankName !== nextBankName || currentBic !== nextBic) {
await server.db
.update(entitybankaccounts)
.set({
bankNameEncrypted: encrypt(nextBankName),
bicEncrypted: encrypt(nextBic),
updatedAt: new Date(),
updatedBy: userId,
})
.where(and(eq(entitybankaccounts.id, Number(existing.id)), eq(entitybankaccounts.tenant, tenantId)))
}
}
return Number(existing.id)
}
const [created] = await server.db
.insert(entitybankaccounts)
.values({
tenant: tenantId,
ibanEncrypted: encrypt(normalizedIban),
bicEncrypted: encrypt(bankData?.bic || "UNBEKANNT"),
bankNameEncrypted: encrypt(bankData?.bankName || "Unbekannt"),
description: "Automatisch aus Bankbuchung übernommen",
updatedAt: new Date(),
updatedBy: userId,
})
.returning({ id: entitybankaccounts.id })
return created?.id ? Number(created.id) : null
}
server.get("/banking/iban/:iban", async (req, reply) => {
try {
const { iban } = req.params as { iban: string }
const normalized = normalizeIban(iban)
if (!normalized) {
return reply.code(400).send({ error: "IBAN missing" })
}
const valid = isValidIbanLocal(normalized)
const bankData = resolveGermanBankDataFromIbanLocal(normalized)
return reply.send({
iban: normalized,
valid,
bic: bankData?.bic || null,
bankName: bankData?.bankName || null,
bankCode: bankData?.bankCode || null,
})
} catch (err) {
server.log.error(err)
return reply.code(500).send({ error: "Failed to resolve IBAN data" })
}
})
server.get("/banking/statements/:id/suggestions", async (req, reply) => {
try {
if (!req.user) return reply.code(401).send({ error: "Unauthorized" })
const { id } = req.params as { id: string }
const statementId = Number(id)
if (!statementId) return reply.code(400).send({ error: "Invalid statement id" })
const [statement] = await server.db
.select()
.from(bankstatements)
.where(and(eq(bankstatements.id, statementId), eq(bankstatements.tenant, req.user.tenant_id)))
.limit(1)
if (!statement) return reply.code(404).send({ error: "Statement not found" })
const partnerType: "customer" | "vendor" = Number(statement.amount) >= 0 ? "customer" : "vendor"
const partnerRef = pickPartnerReference(statement, partnerType)
const suggestions: Array<Record<string, any>> = []
let matchedBankAccountId: number | null = null
if (partnerRef?.iban) {
const allAccounts = await server.db
.select({
id: entitybankaccounts.id,
ibanEncrypted: entitybankaccounts.ibanEncrypted,
})
.from(entitybankaccounts)
.where(eq(entitybankaccounts.tenant, req.user.tenant_id))
const matchingAccount = allAccounts.find((row) => {
if (!row.ibanEncrypted) return false
try {
return normalizeIban(decrypt(row.ibanEncrypted as any)) === partnerRef.iban
} catch {
return false
}
})
matchedBankAccountId = matchingAccount?.id ? Number(matchingAccount.id) : null
}
if (partnerType === "customer") {
const customerRows = await server.db
.select({
id: customers.id,
name: customers.name,
customerNumber: customers.customerNumber,
infoData: customers.infoData,
})
.from(customers)
.where(and(eq(customers.tenant, req.user.tenant_id), eq(customers.archived, false)))
for (const row of customerRows) {
const infoData = row.infoData && typeof row.infoData === "object" ? row.infoData as Record<string, any> : {}
const bankAccountIds = Array.isArray(infoData.bankAccountIds) ? infoData.bankAccountIds.map(Number) : []
const bankingIbans = Array.isArray(infoData.bankingIbans) ? infoData.bankingIbans.map((iban) => normalizeIban(String(iban))) : []
const normalizedEntityName = normalizeName(row.name)
const normalizedStatementName = normalizeName(partnerRef?.name)
const matchesBankAccountId = matchedBankAccountId ? bankAccountIds.includes(matchedBankAccountId) : false
const matchesIban = partnerRef?.iban ? bankingIbans.includes(partnerRef.iban) : false
const exactNameMatch = normalizedEntityName && normalizedStatementName && normalizedEntityName === normalizedStatementName
const partialNameMatch = normalizedEntityName && normalizedStatementName
? normalizedEntityName.includes(normalizedStatementName) || normalizedStatementName.includes(normalizedEntityName)
: false
let score = 0
let reason = ""
if (matchesBankAccountId && matchesIban) {
score = 100
reason = "IBAN und hinterlegte Bankverbindung stimmen ueberein"
} else if (matchesBankAccountId) {
score = 95
reason = "Hinterlegte Bankverbindung passt zur IBAN"
} else if (matchesIban) {
score = 90
reason = "IBAN wurde bereits bei diesem Kunden verwendet"
} else if (exactNameMatch) {
score = 60
reason = "Name passt exakt zur Buchung"
} else if (partialNameMatch) {
score = 45
reason = "Name aehnelt der Buchung"
}
if (!score) continue
suggestions.push({
type: "customer",
id: row.id,
name: row.name,
number: row.customerNumber,
score,
reason,
})
}
} else {
const vendorRows = await server.db
.select({
id: vendors.id,
name: vendors.name,
vendorNumber: vendors.vendorNumber,
infoData: vendors.infoData,
})
.from(vendors)
.where(and(eq(vendors.tenant, req.user.tenant_id), eq(vendors.archived, false)))
for (const row of vendorRows) {
const infoData = row.infoData && typeof row.infoData === "object" ? row.infoData as Record<string, any> : {}
const bankAccountIds = Array.isArray(infoData.bankAccountIds) ? infoData.bankAccountIds.map(Number) : []
const bankingIbans = Array.isArray(infoData.bankingIbans) ? infoData.bankingIbans.map((iban) => normalizeIban(String(iban))) : []
const normalizedEntityName = normalizeName(row.name)
const normalizedStatementName = normalizeName(partnerRef?.name)
const matchesBankAccountId = matchedBankAccountId ? bankAccountIds.includes(matchedBankAccountId) : false
const matchesIban = partnerRef?.iban ? bankingIbans.includes(partnerRef.iban) : false
const exactNameMatch = normalizedEntityName && normalizedStatementName && normalizedEntityName === normalizedStatementName
const partialNameMatch = normalizedEntityName && normalizedStatementName
? normalizedEntityName.includes(normalizedStatementName) || normalizedStatementName.includes(normalizedEntityName)
: false
let score = 0
let reason = ""
if (matchesBankAccountId && matchesIban) {
score = 100
reason = "IBAN und hinterlegte Bankverbindung stimmen ueberein"
} else if (matchesBankAccountId) {
score = 95
reason = "Hinterlegte Bankverbindung passt zur IBAN"
} else if (matchesIban) {
score = 90
reason = "IBAN wurde bereits bei diesem Lieferanten verwendet"
} else if (exactNameMatch) {
score = 60
reason = "Name passt exakt zur Buchung"
} else if (partialNameMatch) {
score = 45
reason = "Name aehnelt der Buchung"
}
if (!score) continue
suggestions.push({
type: "vendor",
id: row.id,
name: row.name,
number: row.vendorNumber,
score,
reason,
})
}
}
suggestions.sort((a, b) => b.score - a.score || String(a.name).localeCompare(String(b.name), "de"))
return reply.send({
partnerType,
partnerName: partnerRef?.name || null,
partnerIban: partnerRef?.iban || null,
suggestions: suggestions.slice(0, 5),
})
} catch (err) {
server.log.error(err)
return reply.code(500).send({ error: "Failed to load statement suggestions" })
}
})
const assignIbanFromStatementToCustomer = async (tenantId: number, userId: string, statementId: number, createdDocumentId?: number) => {
if (!createdDocumentId) return
const [statement] = await server.db
.select()
.from(bankstatements)
.where(and(eq(bankstatements.id, statementId), eq(bankstatements.tenant, tenantId)))
.limit(1)
if (!statement) return
const [doc] = await server.db
.select({ customer: createddocuments.customer })
.from(createddocuments)
.where(and(eq(createddocuments.id, createdDocumentId), eq(createddocuments.tenant, tenantId)))
.limit(1)
const customerId = doc?.customer
if (!customerId) return
const partnerBank = pickPartnerBankData(statement, "customer")
if (!partnerBank?.iban) return
const [customer] = await server.db
.select({ id: customers.id, infoData: customers.infoData })
.from(customers)
.where(and(eq(customers.id, customerId), eq(customers.tenant, tenantId)))
.limit(1)
if (!customer) return
const bankAccountId = await resolveEntityBankAccountId(
tenantId,
userId,
partnerBank.iban
)
const newInfoData = mergePartnerIban(
(customer.infoData || {}) as Record<string, any>,
partnerBank.iban,
bankAccountId
)
await server.db
.update(customers)
.set({
infoData: newInfoData,
updatedAt: new Date(),
updatedBy: userId,
})
.where(and(eq(customers.id, customerId), eq(customers.tenant, tenantId)))
}
const assignIbanFromStatementToVendor = async (tenantId: number, userId: string, statementId: number, incomingInvoiceId?: number) => {
if (!incomingInvoiceId) return
const [statement] = await server.db
.select()
.from(bankstatements)
.where(and(eq(bankstatements.id, statementId), eq(bankstatements.tenant, tenantId)))
.limit(1)
if (!statement) return
const [invoice] = await server.db
.select({ vendor: incominginvoices.vendor })
.from(incominginvoices)
.where(and(eq(incominginvoices.id, incomingInvoiceId), eq(incominginvoices.tenant, tenantId)))
.limit(1)
const vendorId = invoice?.vendor
if (!vendorId) return
const partnerBank = pickPartnerBankData(statement, "vendor")
if (!partnerBank?.iban) return
const [vendor] = await server.db
.select({ id: vendors.id, infoData: vendors.infoData })
.from(vendors)
.where(and(eq(vendors.id, vendorId), eq(vendors.tenant, tenantId)))
.limit(1)
if (!vendor) return
const bankAccountId = await resolveEntityBankAccountId(
tenantId,
userId,
partnerBank.iban
)
const newInfoData = mergePartnerIban(
(vendor.infoData || {}) as Record<string, any>,
partnerBank.iban,
bankAccountId
)
await server.db
.update(vendors)
.set({
infoData: newInfoData,
updatedAt: new Date(),
updatedBy: userId,
})
.where(and(eq(vendors.id, vendorId), eq(vendors.tenant, tenantId)))
}
// ------------------------------------------------------------------
// 🔐 GoCardLess Token Handling
// ------------------------------------------------------------------
const goCardLessBaseUrl = secrets.GOCARDLESS_BASE_URL
const goCardLessSecretId = secrets.GOCARDLESS_SECRET_ID
const goCardLessSecretKey = secrets.GOCARDLESS_SECRET_KEY
let tokenData: any = null
const getToken = async () => {
const res = await axios.post(`${goCardLessBaseUrl}/token/new/`, {
secret_id: goCardLessSecretId,
secret_key: goCardLessSecretKey,
})
tokenData = res.data
tokenData.created_at = new Date().toISOString()
server.log.info("GoCardless token refreshed.")
}
const checkToken = async () => {
if (!tokenData) return await getToken()
const expired = dayjs(tokenData.created_at)
.add(tokenData.access_expires, "seconds")
.isBefore(dayjs())
if (expired) {
server.log.info("Refreshing expired GoCardless token …")
await getToken()
}
}
// ------------------------------------------------------------------
// 🔗 Create GoCardless Banking Link
// ------------------------------------------------------------------
server.get("/banking/link/:institutionid", async (req, reply) => {
try {
await checkToken()
const { institutionid } = req.params as { institutionid: string }
const tenantId = req.user?.tenant_id
if (!tenantId) return reply.code(401).send({ error: "Unauthorized" })
const { data } = await axios.post(
`${goCardLessBaseUrl}/requisitions/`,
{
redirect: "https://app.fedeo.de/settings/banking",
institution_id: institutionid,
user_language: "de",
},
{
headers: { Authorization: `Bearer ${tokenData.access}` },
}
)
// DB: Requisition speichern
await server.db.insert(bankrequisitions).values({
id: data.id,
tenant: tenantId,
institutionId: institutionid,
status: data.status,
})
return reply.send({ link: data.link })
} catch (err: any) {
server.log.error(err?.response?.data || err)
return reply.code(500).send({ error: "Failed to generate link" })
}
})
// ------------------------------------------------------------------
// 🏦 Check Bank Institutions
// ------------------------------------------------------------------
server.get("/banking/institutions/:bic", async (req, reply) => {
try {
const { bic } = req.params as { bic: string }
if (!bic) return reply.code(400).send("BIC missing")
await checkToken()
const { data } = await axios.get(
`${goCardLessBaseUrl}/institutions/?country=de`,
{ headers: { Authorization: `Bearer ${tokenData.access}` } }
)
const bank = data.find((i: any) => i.bic.toLowerCase() === bic.toLowerCase())
if (!bank) return reply.code(404).send("Bank not found")
return reply.send(bank)
} catch (err: any) {
server.log.error(err?.response?.data || err)
return reply.code(500).send("Failed to fetch institutions")
}
})
// ------------------------------------------------------------------
// 📄 Get Requisition Details
// ------------------------------------------------------------------
server.get("/banking/requisitions/:reqId", async (req, reply) => {
try {
const { reqId } = req.params as { reqId: string }
if (!reqId) return reply.code(400).send("Requisition ID missing")
await checkToken()
const { data } = await axios.get(
`${goCardLessBaseUrl}/requisitions/${reqId}`,
{ headers: { Authorization: `Bearer ${tokenData.access}` } }
)
// Load account details
if (data.accounts) {
data.accounts = await Promise.all(
data.accounts.map(async (accId: string) => {
const { data: acc } = await axios.get(
`${goCardLessBaseUrl}/accounts/${accId}`,
{ headers: { Authorization: `Bearer ${tokenData.access}` } }
)
return acc
})
)
}
return reply.send(data)
} catch (err: any) {
server.log.error(err?.response?.data || err)
return reply.code(500).send("Failed to fetch requisition details")
}
})
// ------------------------------------------------------------------
// 📒 List Manual Statement Allocations
// ------------------------------------------------------------------
server.get("/banking/manual-bookings", async (req, reply) => {
try {
if (!req.user) return reply.code(401).send({ error: "Unauthorized" })
const rows = await server.db.select({
allocation: statementallocations,
account: accounts,
customer: customers,
vendor: vendors,
ownaccount: ownaccounts,
contraAccount: ContraAccounts,
contraCustomer: ContraCustomers,
contraVendor: ContraVendors,
contraOwnaccount: ContraOwnaccounts,
incominginvoice: ManualInvoices,
incominginvoiceVendor: ManualInvoiceVendors,
})
.from(statementallocations)
.leftJoin(accounts, eq(statementallocations.account, accounts.id))
.leftJoin(customers, eq(statementallocations.customer, customers.id))
.leftJoin(vendors, eq(statementallocations.vendor, vendors.id))
.leftJoin(ownaccounts, eq(statementallocations.ownaccount, ownaccounts.id))
.leftJoin(ContraAccounts, eq(statementallocations.contraAccount, ContraAccounts.id))
.leftJoin(ContraCustomers, eq(statementallocations.contraCustomer, ContraCustomers.id))
.leftJoin(ContraVendors, eq(statementallocations.contraVendor, ContraVendors.id))
.leftJoin(ContraOwnaccounts, eq(statementallocations.contraOwnaccount, ContraOwnaccounts.id))
.leftJoin(ManualInvoices, eq(statementallocations.incominginvoice, ManualInvoices.id))
.leftJoin(ManualInvoiceVendors, eq(ManualInvoices.vendor, ManualInvoiceVendors.id))
.where(and(
eq(statementallocations.tenant, req.user.tenant_id),
eq(statementallocations.archived, false),
isNull(statementallocations.bankstatement)
))
return reply.send(rows.map((row) => ({
...row.allocation,
account: row.account,
customer: row.customer,
vendor: row.vendor,
ownaccount: row.ownaccount,
contraAccount: row.contraAccount,
contraCustomer: row.contraCustomer,
contraVendor: row.contraVendor,
contraOwnaccount: row.contraOwnaccount,
incominginvoice: row.incominginvoice ? {
...row.incominginvoice,
vendor: row.incominginvoiceVendor,
} : null,
})))
} catch (err) {
console.error(err)
return reply.code(500).send({ error: "Failed to load manual bookings" })
}
})
// ------------------------------------------------------------------
// 💰 Create Statement Allocation
// ------------------------------------------------------------------
server.post("/banking/statements", async (req, reply) => {
try {
if (!req.user) return reply.code(401).send({ error: "Unauthorized" })
const { data: payload } = req.body as { data: any }
const prepared = prepareStatementAllocationPayload(payload)
if (prepared.error) return reply.code(400).send({ error: prepared.error })
const inserted = await server.db.insert(statementallocations).values({
...prepared.data,
tenant: req.user.tenant_id
}).returning()
const createdRecord = inserted[0]
if (createdRecord?.createddocument) {
try {
await assignIbanFromStatementToCustomer(
req.user.tenant_id,
req.user.user_id,
Number(createdRecord.bankstatement),
Number(createdRecord.createddocument)
)
} catch (err) {
server.log.warn({ err, allocationId: createdRecord.id }, "Konnte IBAN nicht automatisch beim Kunden hinterlegen")
}
}
if (createdRecord?.incominginvoice) {
try {
await assignIbanFromStatementToVendor(
req.user.tenant_id,
req.user.user_id,
Number(createdRecord.bankstatement),
Number(createdRecord.incominginvoice)
)
} catch (err) {
server.log.warn({ err, allocationId: createdRecord.id }, "Konnte IBAN nicht automatisch beim Lieferanten hinterlegen")
}
}
if (createdRecord.bankstatement) {
await insertHistoryItem(server, {
entity: "bankstatements",
entityId: Number(createdRecord.bankstatement),
action: "created",
created_by: req.user.user_id,
tenant_id: req.user.tenant_id,
oldVal: null,
newVal: createdRecord,
text: "Buchung erstellt",
})
}
return reply.send(createdRecord)
} catch (err) {
console.error(err)
return reply.code(500).send({ error: "Failed to create statement" })
}
})
// ------------------------------------------------------------------
// 🗑 Delete Statement Allocation
// ------------------------------------------------------------------
server.delete("/banking/statements/:id", async (req, reply) => {
try {
if (!req.user) return reply.code(401).send({ error: "Unauthorized" })
const { id } = req.params as { id: string }
const oldRecord = await server.db
.select()
.from(statementallocations)
.where(eq(statementallocations.id, id))
.limit(1)
const old = oldRecord[0]
if (!old) return reply.code(404).send({ error: "Record not found" })
await server.db
.delete(statementallocations)
.where(eq(statementallocations.id, id))
if (old.bankstatement) {
await insertHistoryItem(server, {
entity: "bankstatements",
entityId: Number(old.bankstatement),
action: "deleted",
created_by: req.user.user_id,
tenant_id: req.user.tenant_id,
oldVal: old,
newVal: null,
text: "Buchung gelöscht",
})
}
return reply.send({ success: true })
} catch (err) {
console.error(err)
return reply.code(500).send({ error: "Failed to delete statement" })
}
})
}