Files
FEDEO/frontend/pages/accounting/manual-bookings.vue

492 lines
19 KiB
Vue

<script setup>
import dayjs from "dayjs"
const toast = useToast()
const loading = ref(true)
const saving = ref(false)
const accounts = ref([])
const customers = ref([])
const vendors = ref([])
const ownaccounts = ref([])
const incomingInvoices = ref([])
const bookings = ref([])
const debitSearch = ref("")
const creditSearch = ref("")
const expandedDebitGroups = ref([])
const expandedCreditGroups = ref([])
const DATEV_TAX_KEY_ITEMS = [
{ value: "__none__", label: "Ohne Steuerschlüssel" },
{ value: "9", label: "9 - Vorsteuer 19 %" },
{ value: "8", label: "8 - Vorsteuer 7 %" },
{ value: "19", label: "19 - EU Vorsteuer 19 %" },
{ value: "18", label: "18 - EU Vorsteuer 7 %" }
]
const form = reactive({
manualBookingDate: dayjs().format("YYYY-MM-DD"),
amount: null,
debit: "",
credit: "",
datevTaxKey: "__none__",
description: ""
})
const displayCurrency = (value) => `${Number(value || 0).toFixed(2).replace(".", ",")}`
const normalizeSearch = (value) => String(value || "").toLowerCase().trim()
const matchesSearch = (entry, query) => {
const search = normalizeSearch(query)
if (!search) return true
return [
entry.number,
entry.name,
entry.label,
entry.typeLabel
].some((value) => normalizeSearch(value).includes(search))
}
const buildEntries = (rows, type, labelBuilder) =>
(rows || []).map((item) => ({
key: `${type}:${item.id}`,
id: item.id,
type,
number: item.number || item.vendorNumber || item.customerNumber || item.reference || "",
name: item.label || item.name || item.vendor?.name || "",
label: labelBuilder(item),
typeLabel:
type === "account"
? "Sachkonten"
: type === "vendor"
? "Kreditoren"
: type === "customer"
? "Debitoren"
: type === "incominginvoice"
? "Eingangsbelege"
: "Zusätzliche Konten"
}))
const getIncomingInvoiceGross = (invoice) => {
return Number((invoice.accounts || []).reduce((sum, account) => {
return sum + Number(account.amountNet || 0) + Number(account.amountTax || 0)
}, 0))
}
const getIncomingInvoiceOpenAmount = (invoice) => {
const gross = getIncomingInvoiceGross(invoice)
const allocated = Number((invoice.statementallocations || []).reduce((sum, allocation) => sum + Number(allocation.amount || 0), 0))
return Math.abs(gross) - Math.abs(allocated)
}
const entryGroups = computed(() => ([
{
key: "account",
label: "Sachkonten",
entries: buildEntries(accounts.value, "account", (item) => `${item.number} - ${item.label}`)
},
{
key: "vendor",
label: "Kreditoren",
entries: buildEntries(vendors.value, "vendor", (item) => `${item.vendorNumber || "ohne Nr."} - ${item.name}`)
},
{
key: "customer",
label: "Debitoren",
entries: buildEntries(customers.value, "customer", (item) => `${item.customerNumber || "ohne Nr."} - ${item.name}`)
},
{
key: "ownaccount",
label: "Zusätzliche Konten",
entries: buildEntries(ownaccounts.value, "ownaccount", (item) => `${item.number} - ${item.name}`)
},
{
key: "incominginvoice",
label: "Eingangsbelege",
entries: buildEntries(incomingInvoices.value, "incominginvoice", (item) => `${item.reference || "Ohne Referenz"} - ${item.vendor?.name || "Ohne Lieferant"} - Offen ${displayCurrency(getIncomingInvoiceOpenAmount(item))}`)
}
]))
const groupedDebitEntries = computed(() =>
entryGroups.value.map((group) => ({
...group,
entries: group.entries.filter((entry) => matchesSearch(entry, debitSearch.value))
})).filter((group) => group.entries.length > 0)
)
const groupedCreditEntries = computed(() =>
entryGroups.value.map((group) => ({
...group,
entries: group.entries.filter((entry) => matchesSearch(entry, creditSearch.value))
})).filter((group) => group.entries.length > 0)
)
const isGroupExpanded = (side, groupKey) => {
const source = side === "debit" ? expandedDebitGroups.value : expandedCreditGroups.value
return source.includes(groupKey)
}
const toggleGroupExpanded = (side, groupKey) => {
const source = side === "debit" ? expandedDebitGroups.value : expandedCreditGroups.value
if (source.includes(groupKey)) {
if (side === "debit") expandedDebitGroups.value = source.filter((item) => item !== groupKey)
else expandedCreditGroups.value = source.filter((item) => item !== groupKey)
return
}
if (side === "debit") expandedDebitGroups.value = [...source, groupKey]
else expandedCreditGroups.value = [...source, groupKey]
}
const visibleEntries = (side, group) => {
if (group.entries.length <= 5 || isGroupExpanded(side, group.key)) return group.entries
return group.entries.slice(0, 5)
}
const allEntries = computed(() => entryGroups.value.flatMap((group) => group.entries))
const selectedDebit = computed(() => allEntries.value.find((item) => item.key === form.debit))
const selectedCredit = computed(() => allEntries.value.find((item) => item.key === form.credit))
const selectedTaxKey = computed(() => DATEV_TAX_KEY_ITEMS.find((item) => item.value === form.datevTaxKey))
const getBookingSide = (booking, side) => {
if (booking.incominginvoice && booking.manualInvoiceSide === side) {
return {
type: "Eingangsbeleg",
number: booking.incominginvoice?.reference || "",
name: booking.incominginvoice?.vendor?.name || booking.incominginvoice?.description || ""
}
}
const map = side === "credit"
? [
["contraAccount", "Sachkonto"],
["contraVendor", "Kreditor"],
["contraCustomer", "Debitor"],
["contraOwnaccount", "Zusätzliches Konto"]
]
: [
["account", "Sachkonto"],
["vendor", "Kreditor"],
["customer", "Debitor"],
["ownaccount", "Zusätzliches Konto"]
]
for (const [key, type] of map) {
const item = booking[key]
if (!item) continue
return {
type,
number: item.number || item.vendorNumber || item.customerNumber || "",
name: item.label || item.name || ""
}
}
return { type: "", number: "", name: "" }
}
const buildSidePayload = (sideKey, target) => {
const [type, id] = String(sideKey || "").split(":")
if (!type || !id) return
const numericId = type === "ownaccount" ? id : Number(id)
if (type === "incominginvoice") {
return {
incominginvoice: numericId,
manualInvoiceSide: target
}
}
if (target === "debit") {
if (type === "account") return { account: numericId }
if (type === "customer") return { customer: numericId }
if (type === "vendor") return { vendor: numericId }
if (type === "ownaccount") return { ownaccount: numericId }
}
if (type === "account") return { contraAccount: numericId }
if (type === "customer") return { contraCustomer: numericId }
if (type === "vendor") return { contraVendor: numericId }
if (type === "ownaccount") return { contraOwnaccount: numericId }
}
const loadData = async () => {
loading.value = true
const [accountRows, customerRows, vendorRows, ownaccountRows, incomingInvoiceRows, bookingRows] = await Promise.all([
useEntities("accounts").selectSpecial("*", "number", true),
useEntities("customers").select(),
useEntities("vendors").select(),
useEntities("ownaccounts").select(),
useEntities("incominginvoices").select("*, vendor(*), statementallocations(id,amount)"),
useNuxtApp().$api("/api/banking/manual-bookings")
])
accounts.value = accountRows || []
customers.value = customerRows || []
vendors.value = vendorRows || []
ownaccounts.value = ownaccountRows || []
incomingInvoices.value = (incomingInvoiceRows || [])
.filter((invoice) => invoice.state === "Gebucht" && !invoice.archived)
.filter((invoice) => getIncomingInvoiceOpenAmount(invoice) > 0.004)
bookings.value = (bookingRows || []).sort((a, b) => String(b.manualBookingDate || "").localeCompare(String(a.manualBookingDate || "")))
loading.value = false
}
const resetForm = () => {
form.amount = null
form.debit = ""
form.credit = ""
form.datevTaxKey = "__none__"
form.description = ""
debitSearch.value = ""
creditSearch.value = ""
expandedDebitGroups.value = []
expandedCreditGroups.value = []
}
const saveBooking = async () => {
if (!form.manualBookingDate || !form.amount || !form.debit || !form.credit) {
toast.add({ title: "Bitte Datum, Betrag, Soll und Haben ausfüllen.", color: "warning" })
return
}
saving.value = true
try {
const payload = {
manualBookingDate: form.manualBookingDate,
amount: Number(form.amount),
datevTaxKey: form.datevTaxKey === "__none__" ? null : form.datevTaxKey,
description: form.description || "Manuelle Buchung",
...buildSidePayload(form.debit, "debit"),
...buildSidePayload(form.credit, "credit")
}
await useNuxtApp().$api("/api/banking/statements", {
method: "POST",
body: { data: payload }
})
toast.add({ title: "Manuelle Buchung erstellt." })
resetForm()
await loadData()
} finally {
saving.value = false
}
}
const deleteBooking = async (booking) => {
await useNuxtApp().$api(`/api/banking/statements/${booking.id}`, { method: "DELETE" })
toast.add({ title: "Manuelle Buchung gelöscht." })
await loadData()
}
onMounted(loadData)
</script>
<template>
<UDashboardPanelContent>
<UDashboardNavbar title="Manuelle Buchungen" :badge="bookings.length" />
<div class="grid gap-6">
<UCard>
<template #header>
<div class="flex flex-col gap-2 lg:flex-row lg:items-end lg:justify-between">
<div>
<h2 class="font-semibold text-gray-900 dark:text-white">Neue Soll/Haben-Buchung</h2>
<p class="text-sm text-gray-500">Kontenarten sind jetzt getrennt nach Sachkonten, Kreditoren, Debitoren und zusätzlichen Konten auswählbar.</p>
</div>
<div class="grid gap-3 sm:grid-cols-3">
<UFormField label="Buchungsdatum">
<UInput v-model="form.manualBookingDate" type="date" />
</UFormField>
<UFormField label="Betrag">
<UInput v-model="form.amount" type="number" min="0" step="0.01" placeholder="0,00" />
</UFormField>
<UFormField label="DATEV-Steuerschlüssel">
<USelect
v-model="form.datevTaxKey"
:items="DATEV_TAX_KEY_ITEMS"
value-key="value"
label-key="label"
class="w-full"
/>
</UFormField>
</div>
</div>
</template>
<div class="grid gap-6 xl:grid-cols-2">
<div class="rounded-xl border border-emerald-200 bg-emerald-50/60 p-4 dark:border-emerald-900 dark:bg-emerald-950/20">
<div class="mb-4 flex items-center justify-between gap-3">
<div>
<h3 class="font-semibold text-emerald-900 dark:text-emerald-200">Soll</h3>
<p class="text-sm text-emerald-700/80 dark:text-emerald-300/80">Linke Buchungsseite</p>
</div>
<UInput v-model="debitSearch" icon="i-heroicons-magnifying-glass" placeholder="Soll durchsuchen..." class="max-w-xs" />
</div>
<div class="space-y-4">
<div v-for="group in groupedDebitEntries" :key="`debit-${group.key}`" class="space-y-2">
<div class="text-xs font-semibold uppercase tracking-wide text-emerald-800 dark:text-emerald-300">{{ group.label }}</div>
<div class="grid gap-2">
<button
v-for="entry in visibleEntries('debit', group)"
:key="entry.key"
type="button"
class="rounded-lg border px-3 py-2 text-left transition"
:class="form.debit === entry.key
? 'border-emerald-500 bg-white dark:bg-emerald-900/30 shadow-sm'
: 'border-emerald-200/80 bg-white/80 hover:border-emerald-300 dark:border-emerald-900 dark:bg-gray-900'"
@click="form.debit = entry.key"
>
<div class="flex items-center gap-2">
<span class="font-mono text-sm">{{ entry.number }}</span>
<span class="text-sm">{{ entry.name }}</span>
</div>
</button>
</div>
<UButton
v-if="group.entries.length > 5"
size="xs"
color="neutral"
variant="ghost"
:label="isGroupExpanded('debit', group.key) ? 'Weniger anzeigen' : `${group.entries.length - 5} weitere anzeigen`"
@click="toggleGroupExpanded('debit', group.key)"
/>
</div>
</div>
</div>
<div class="rounded-xl border border-sky-200 bg-sky-50/60 p-4 dark:border-sky-900 dark:bg-sky-950/20">
<div class="mb-4 flex items-center justify-between gap-3">
<div>
<h3 class="font-semibold text-sky-900 dark:text-sky-200">Haben</h3>
<p class="text-sm text-sky-700/80 dark:text-sky-300/80">Rechte Buchungsseite</p>
</div>
<UInput v-model="creditSearch" icon="i-heroicons-magnifying-glass" placeholder="Haben durchsuchen..." class="max-w-xs" />
</div>
<div class="space-y-4">
<div v-for="group in groupedCreditEntries" :key="`credit-${group.key}`" class="space-y-2">
<div class="text-xs font-semibold uppercase tracking-wide text-sky-800 dark:text-sky-300">{{ group.label }}</div>
<div class="grid gap-2">
<button
v-for="entry in visibleEntries('credit', group)"
:key="entry.key"
type="button"
class="rounded-lg border px-3 py-2 text-left transition"
:class="form.credit === entry.key
? 'border-sky-500 bg-white dark:bg-sky-900/30 shadow-sm'
: 'border-sky-200/80 bg-white/80 hover:border-sky-300 dark:border-sky-900 dark:bg-gray-900'"
@click="form.credit = entry.key"
>
<div class="flex items-center gap-2">
<span class="font-mono text-sm">{{ entry.number }}</span>
<span class="text-sm">{{ entry.name }}</span>
</div>
</button>
</div>
<UButton
v-if="group.entries.length > 5"
size="xs"
color="neutral"
variant="ghost"
:label="isGroupExpanded('credit', group.key) ? 'Weniger anzeigen' : `${group.entries.length - 5} weitere anzeigen`"
@click="toggleGroupExpanded('credit', group.key)"
/>
</div>
</div>
</div>
</div>
<div class="mt-6 grid gap-4">
<div class="w-full space-y-4">
<UAlert
v-if="selectedDebit && selectedCredit"
color="primary"
variant="soft"
icon="i-heroicons-arrows-right-left"
:title="`${selectedDebit.number} an ${selectedCredit.number}`"
:description="`${selectedDebit.typeLabel.slice(0, -1)} ${selectedDebit.name} wird im Soll, ${selectedCredit.typeLabel.slice(0, -1)} ${selectedCredit.name} im Haben gebucht.`"
/>
<UFormField label="Beschreibung" class="w-full">
<UTextarea
v-model="form.description"
placeholder="z. B. Versicherungsentschädigung"
autoresize
class="w-full"
/>
</UFormField>
</div>
<div class="flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between">
<UBadge v-if="selectedTaxKey?.value" color="warning" variant="subtle">
Steuerschlüssel: {{ selectedTaxKey.label }}
</UBadge>
<UButton color="primary" :loading="saving" @click="saveBooking" class="sm:ml-auto">
Manuelle Buchung erstellen
</UButton>
</div>
</div>
</UCard>
<UCard>
<template #header>
<div>
<h2 class="font-semibold text-gray-900 dark:text-white">Erfasste manuelle Buchungen</h2>
<p class="text-sm text-gray-500">Übersicht mit getrennter Soll- und Haben-Seite inklusive DATEV-Steuerschlüssel.</p>
</div>
</template>
<div v-if="loading" class="py-10 text-center text-gray-500">Lade Buchungen...</div>
<div v-else-if="bookings.length === 0" class="py-10 text-center text-gray-500">
Noch keine manuellen Buchungen erfasst.
</div>
<div v-else class="divide-y divide-gray-100 dark:divide-gray-800">
<div v-for="booking in bookings" :key="booking.id" class="py-4">
<div class="mb-3 flex flex-wrap items-center justify-between gap-2">
<div class="flex flex-wrap items-center gap-2 text-sm">
<span class="font-medium">{{ dayjs(booking.manualBookingDate).format("DD.MM.YYYY") }}</span>
<span class="font-mono font-semibold">{{ displayCurrency(booking.amount) }}</span>
<UBadge v-if="booking.datevTaxKey" size="xs" color="warning" variant="subtle">
St.-Schlüssel {{ booking.datevTaxKey }}
</UBadge>
</div>
<UButton
icon="i-heroicons-trash"
color="error"
variant="ghost"
size="sm"
@click="deleteBooking(booking)"
/>
</div>
<div class="grid gap-3 md:grid-cols-2">
<div class="rounded-lg border border-emerald-200 bg-emerald-50/60 p-3 dark:border-emerald-900 dark:bg-emerald-950/20">
<div class="text-xs font-semibold uppercase tracking-wide text-emerald-800 dark:text-emerald-300">Soll</div>
<div class="mt-1 flex items-center gap-2">
<span class="font-mono">{{ getBookingSide(booking, 'debit').number }}</span>
<span>{{ getBookingSide(booking, "debit").name }}</span>
</div>
<div class="mt-1 text-xs text-gray-500">{{ getBookingSide(booking, "debit").type }}</div>
</div>
<div class="rounded-lg border border-sky-200 bg-sky-50/60 p-3 dark:border-sky-900 dark:bg-sky-950/20">
<div class="text-xs font-semibold uppercase tracking-wide text-sky-800 dark:text-sky-300">Haben</div>
<div class="mt-1 flex items-center gap-2">
<span class="font-mono">{{ getBookingSide(booking, 'credit').number }}</span>
<span>{{ getBookingSide(booking, "credit").name }}</span>
</div>
<div class="mt-1 text-xs text-gray-500">{{ getBookingSide(booking, "credit").type }}</div>
</div>
</div>
<div v-if="booking.description" class="mt-3 text-sm text-gray-600 dark:text-gray-300">
{{ booking.description }}
</div>
</div>
</div>
</UCard>
</div>
</UDashboardPanelContent>
</template>