trustee connections

src/api/trusteeApi.ts

@@ -80,8 +80,7 @@ export interface TrusteeDocument {
 
 export interface TrusteePosition {
   id: string;
-  organisationId: string;
+  documentId?: string;
-  contractId: string;
   valuta?: string;
   transactionDateTime?: number;
   company: string;
@@ -93,6 +92,11 @@ export interface TrusteePosition {
   originalAmount: number;
   vatPercentage: number;
   vatAmount: number;
+  debitAccountNumber?: string;
+  creditAccountNumber?: string;
+  taxCode?: string;
+  costCenter?: string;
+  bookingReference?: string;
   mandateId?: string;
   _createdAt?: number;
   _modifiedAt?: number;
@@ -101,18 +105,39 @@ export interface TrusteePosition {
   [key: string]: any;
 }
 
-export interface TrusteePositionDocument {
+export interface AccountingConnectorInfo {
+  connectorType: string;
+  label: Record<string, string>;
+  configFields: Array<{
+    key: string;
+    label: Record<string, string>;
+    fieldType: string;
+    secret: boolean;
+    required: boolean;
+    placeholder?: string;
+  }>;
+}
+
+export interface AccountingConfig {
+  configured: boolean;
+  id?: string;
+  connectorType?: string;
+  displayLabel?: string;
+  isActive?: boolean;
+  lastSyncAt?: number;
+  lastSyncStatus?: string;
+  /** Masked config for form prefill: secret fields are "***", others have saved values. */
+  configMasked?: Record<string, string>;
+}
+
+export interface AccountingSyncStatus {
   id: string;
-  organisationId: string;
-  contractId: string;
-  documentId: string;
   positionId: string;
-  mandateId?: string;
+  connectorType: string;
-  _createdAt?: number;
+  externalId?: string;
-  _modifiedAt?: number;
+  syncStatus: string;
-  _createdBy?: string;
+  syncedAt?: number;
-  _modifiedBy?: string;
+  errorMessage?: string;
-  [key: string]: any;
 }
 
 export interface PaginationParams {
@@ -660,91 +685,89 @@ export async function deletePosition(
 }
 
 // ============================================================================
-// POSITION-DOCUMENT API
+// ACCOUNTING API
 // ============================================================================
 
-export async function fetchPositionDocuments(
+export async function fetchAccountingConnectors(
   request: ApiRequestFunction,
-  instanceId: string,
+  instanceId: string
-  params?: PaginationParams
+): Promise<AccountingConnectorInfo[]> {
-): Promise<PaginatedResponse<TrusteePositionDocument> | TrusteePositionDocument[]> {
   return await request({
-    url: `${_getTrusteeBaseUrl(instanceId)}/position-documents`,
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/connectors`,
-    method: 'get',
-    params: _buildPaginationParams(params)
-  });
-}
-
-export async function fetchPositionDocumentById(
-  request: ApiRequestFunction,
-  instanceId: string,
-  linkId: string
-): Promise<TrusteePositionDocument | null> {
-  try {
-    return await request({
-      url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/${linkId}`,
-      method: 'get'
-    });
-  } catch (error: any) {
-    console.error('Error fetching position-document link by ID:', error);
-    return null;
-  }
-}
-
-export async function fetchDocumentsForPosition(
-  request: ApiRequestFunction,
-  instanceId: string,
-  positionId: string
-): Promise<TrusteePositionDocument[]> {
-  return await request({
-    url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/position/${positionId}`,
     method: 'get'
   });
 }
 
-export async function fetchPositionsForDocument(
+export async function fetchAccountingConfig(
   request: ApiRequestFunction,
-  instanceId: string,
+  instanceId: string
-  documentId: string
+): Promise<AccountingConfig> {
-): Promise<TrusteePositionDocument[]> {
   return await request({
-    url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/document/${documentId}`,
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/config`,
     method: 'get'
   });
 }
 
-export async function createPositionDocument(
+export async function saveAccountingConfig(
   request: ApiRequestFunction,
   instanceId: string,
-  data: Partial<TrusteePositionDocument>
+  data: { connectorType: string; displayLabel: string; config: Record<string, string> }
-): Promise<TrusteePositionDocument> {
+): Promise<any> {
   return await request({
-    url: `${_getTrusteeBaseUrl(instanceId)}/position-documents`,
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/config`,
     method: 'post',
     data
   });
 }
 
-export async function updatePositionDocument(
+export async function deleteAccountingConfig(
   request: ApiRequestFunction,
-  instanceId: string,
+  instanceId: string
-  linkId: string,
-  data: Partial<TrusteePositionDocument>
-): Promise<TrusteePositionDocument> {
-  return await request({
-    url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/${linkId}`,
-    method: 'put',
-    data
-  });
-}
-
-export async function deletePositionDocument(
-  request: ApiRequestFunction,
-  instanceId: string,
-  linkId: string
 ): Promise<void> {
   await request({
-    url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/${linkId}`,
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/config`,
     method: 'delete'
   });
 }
+
+export async function testAccountingConnection(
+  request: ApiRequestFunction,
+  instanceId: string
+): Promise<{ success: boolean; errorMessage?: string }> {
+  return await request({
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/test-connection`,
+    method: 'post'
+  });
+}
+
+export async function fetchChartOfAccounts(
+  request: ApiRequestFunction,
+  instanceId: string
+): Promise<Array<{ accountNumber: string; label: string; accountType?: string }>> {
+  return await request({
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/chart-of-accounts`,
+    method: 'get'
+  });
+}
+
+export async function syncPositionsToAccounting(
+  request: ApiRequestFunction,
+  instanceId: string,
+  positionIds: string[]
+): Promise<{ total: number; success: number; errors: number; results: any[] }> {
+  return await request({
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/sync`,
+    method: 'post',
+    data: { positionIds }
+  });
+}
+
+export async function fetchSyncStatus(
+  request: ApiRequestFunction,
+  instanceId: string
+): Promise<{ items: AccountingSyncStatus[] }> {
+  return await request({
+    url: `${_getTrusteeBaseUrl(instanceId)}/accounting/sync-status`,
+    method: 'get'
+  });
+}

src/config/pageRegistry.tsx

@@ -75,9 +75,9 @@ export const PAGE_ICONS: Record<string, React.ReactNode> = {
   'page.feature.trustee.dashboard': <FaChartLine />,
   'page.feature.trustee.positions': <FaDatabase />,
   'page.feature.trustee.documents': <FaFileAlt />,
-  'page.feature.trustee.position-documents': <FaLink />,
   'page.feature.trustee.expense-import': <FaFileAlt />,
   'page.feature.trustee.instance-roles': <FaUserShield />,
+  'page.feature.trustee.settings': <FaCog />,
 
   // Feature pages - Real Estate
   'page.feature.realestate.projects': <FaProjectDiagram />,

src/hooks/useTrustee.ts

@@ -18,7 +18,6 @@ import {
   type TrusteeContract,
   type TrusteeDocument,
   type TrusteePosition,
-  type TrusteePositionDocument,
   type PaginationParams,
   // Organisation API
   fetchOrganisations as fetchOrganisationsApi,
@@ -56,14 +55,8 @@ import {
   createPosition as createPositionApi,
   updatePosition as updatePositionApi,
   deletePosition as deletePositionApi,
-  // Position-Document API
-  fetchPositionDocuments as fetchPositionDocumentsApi,
-  createPositionDocument as createPositionDocumentApi,
-  updatePositionDocument as updatePositionDocumentApi,
-  deletePositionDocument as deletePositionDocumentApi,
 } from '../api/trusteeApi';
 
-// Re-export types
 export type {
   TrusteeOrganisation,
   TrusteeRole,
@@ -71,7 +64,6 @@ export type {
   TrusteeContract,
   TrusteeDocument,
   TrusteePosition,
-  TrusteePositionDocument,
   PaginationParams
 };
 
@@ -586,18 +578,3 @@ const positionConfig: TrusteeEntityConfig<TrusteePosition> = {
 export const useTrusteePositions = _createTrusteeEntityHook(positionConfig);
 export const useTrusteePositionOperations = _createTrusteeOperationsHook(positionConfig);
 
-// ============================================================================
-// POSITION-DOCUMENT HOOKS
-// ============================================================================
-
-const positionDocumentConfig: TrusteeEntityConfig<TrusteePositionDocument> = {
-  entityName: 'TrusteePositionDocument',
-  fetchAll: fetchPositionDocumentsApi,
-  fetchById: async () => null,
-  create: createPositionDocumentApi,
-  update: updatePositionDocumentApi,
-  deleteItem: deletePositionDocumentApi
-};
-
-export const useTrusteePositionDocuments = _createTrusteeEntityHook(positionDocumentConfig);
-export const useTrusteePositionDocumentOperations = _createTrusteeOperationsHook(positionDocumentConfig);

src/pages/FeatureView.tsx

@@ -14,10 +14,10 @@ import { getLabel, FEATURE_REGISTRY } from '../types/mandate';
 // Note: TrusteeOrganisationsView and TrusteeContractsView removed - Feature-Instanz = Organisation
 import { TrusteeDocumentsView } from './views/trustee/TrusteeDocumentsView';
 import { TrusteePositionsView } from './views/trustee/TrusteePositionsView';
-import { TrusteePositionDocumentsView } from './views/trustee/TrusteePositionDocumentsView';
 import { TrusteeDashboardView } from './views/trustee/TrusteeDashboardView';
 import { TrusteeInstanceRolesView } from './views/trustee/TrusteeInstanceRolesView';
 import { TrusteeExpenseImportView } from './views/trustee/TrusteeExpenseImportView';
+import { TrusteeAccountingSettingsView } from './views/trustee/TrusteeAccountingSettingsView';
 
 // Chatbot Views
 import { ChatbotConversationsView } from './views/chatbot/ChatbotConversationsView';
@@ -95,9 +95,9 @@ const VIEW_COMPONENTS: Record<string, Record<string, ViewComponent>> = {
     dashboard: TrusteeDashboardView,
     documents: TrusteeDocumentsView,
     positions: TrusteePositionsView,
-    'position-documents': TrusteePositionDocumentsView,
     'instance-roles': TrusteeInstanceRolesView,
     'expense-import': TrusteeExpenseImportView,
+    settings: TrusteeAccountingSettingsView,
   },
   chatworkflow: {
     dashboard: ChatworkflowDashboard,

src/pages/views/trustee/TrusteeAccountingSettingsView.tsx

@@ -0,0 +1,269 @@
+/**
+ * TrusteeAccountingSettingsView
+ *
+ * Settings page for configuring the accounting system integration.
+ * Allows selecting a connector (RMA, Bexio, Abacus), entering credentials,
+ * testing the connection, and removing the integration.
+ */
+
+import React, { useState, useEffect, useCallback } from 'react';
+import { useCurrentInstance } from '../../../hooks/useCurrentInstance';
+import { useApiRequest } from '../../../hooks/useApi';
+import { useToast } from '../../../contexts/ToastContext';
+import {
+  fetchAccountingConnectors,
+  fetchAccountingConfig,
+  saveAccountingConfig,
+  deleteAccountingConfig,
+  testAccountingConnection,
+  type AccountingConnectorInfo,
+  type AccountingConfig,
+} from '../../../api/trusteeApi';
+import styles from './TrusteeViews.module.css';
+
+export const TrusteeAccountingSettingsView: React.FC = () => {
+  const { instanceId } = useCurrentInstance();
+  const { request } = useApiRequest();
+  const { showSuccess, showError } = useToast();
+
+  const [connectors, setConnectors] = useState<AccountingConnectorInfo[]>([]);
+  const [existingConfig, setExistingConfig] = useState<AccountingConfig | null>(null);
+  const [selectedType, setSelectedType] = useState<string>('');
+  const [displayLabel, setDisplayLabel] = useState('');
+  const [configValues, setConfigValues] = useState<Record<string, string>>({});
+  const [loading, setLoading] = useState(true);
+  const [saving, setSaving] = useState(false);
+  const [testing, setTesting] = useState(false);
+  const [testResult, setTestResult] = useState<{ success: boolean; message?: string } | null>(null);
+
+  const loadData = useCallback(async () => {
+    if (!instanceId) return;
+    setLoading(true);
+    try {
+      const [availableConnectors, config] = await Promise.all([
+        fetchAccountingConnectors(request, instanceId),
+        fetchAccountingConfig(request, instanceId),
+      ]);
+      setConnectors(availableConnectors || []);
+      setExistingConfig(config);
+      if (config?.configured && config.connectorType) {
+        setSelectedType(config.connectorType);
+        setDisplayLabel(config.displayLabel || '');
+        if (config.configMasked && typeof config.configMasked === 'object') {
+          setConfigValues(config.configMasked as Record<string, string>);
+        }
+      }
+    } catch (err: any) {
+      console.error('Failed to load accounting settings:', err);
+    } finally {
+      setLoading(false);
+    }
+  }, [instanceId, request]);
+
+  useEffect(() => {
+    loadData();
+  }, [loadData]);
+
+  const _getSelectedConnector = (): AccountingConnectorInfo | undefined => {
+    return connectors.find(c => c.connectorType === selectedType);
+  };
+
+  const handleTypeChange = (newType: string) => {
+    setSelectedType(newType);
+    setConfigValues({});
+    setTestResult(null);
+  };
+
+  const handleConfigChange = (key: string, value: string) => {
+    setConfigValues(prev => ({ ...prev, [key]: value }));
+  };
+
+  const handleSave = async () => {
+    if (!instanceId || !selectedType) return;
+    setSaving(true);
+    try {
+      await saveAccountingConfig(request, instanceId, {
+        connectorType: selectedType,
+        displayLabel,
+        config: configValues,
+      });
+      showSuccess('Saved', 'Accounting configuration saved successfully.');
+      await loadData();
+    } catch (err: any) {
+      showError('Error', err.response?.data?.detail || err.message || 'Failed to save configuration.');
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleTestConnection = async () => {
+    if (!instanceId) return;
+    setTesting(true);
+    setTestResult(null);
+    try {
+      const result = await testAccountingConnection(request, instanceId);
+      setTestResult({ success: result.success, message: result.errorMessage });
+      if (result.success) {
+        showSuccess('Connection OK', 'Successfully connected to the accounting system.');
+      } else {
+        showError('Connection Failed', result.errorMessage || 'Could not connect.');
+      }
+    } catch (err: any) {
+      const msg = err.response?.data?.detail || err.message || 'Connection test failed.';
+      setTestResult({ success: false, message: msg });
+      showError('Error', msg);
+    } finally {
+      setTesting(false);
+    }
+  };
+
+  const handleRemove = async () => {
+    if (!instanceId) return;
+    if (!window.confirm('Remove the accounting integration? This does not delete synced data.')) return;
+    setSaving(true);
+    try {
+      await deleteAccountingConfig(request, instanceId);
+      showSuccess('Removed', 'Accounting integration removed.');
+      setSelectedType('');
+      setDisplayLabel('');
+      setConfigValues({});
+      setTestResult(null);
+      await loadData();
+    } catch (err: any) {
+      showError('Error', err.message || 'Failed to remove configuration.');
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const selectedConnector = _getSelectedConnector();
+
+  if (loading) {
+    return <div className={styles.loading}>Loading accounting settings...</div>;
+  }
+
+  return (
+    <div className={styles.listView}>
+      <div className={styles.expenseImportSection}>
+        <h3 className={styles.sectionTitle}>Accounting System Integration</h3>
+        <p className={styles.sectionDescription}>
+          Connect an accounting system to automatically sync bookings from this Trustee instance.
+        </p>
+
+        {existingConfig?.configured && (
+          <div className={styles.successMessage} style={{ marginBottom: '1rem' }}>
+            <strong>Connected:</strong> {existingConfig.displayLabel || existingConfig.connectorType}
+            {existingConfig.lastSyncStatus && (
+              <> &mdash; Last sync: {existingConfig.lastSyncStatus}</>
+            )}
+          </div>
+        )}
+
+        {/* Step 1: Select system */}
+        <div className={styles.setupStep}>
+          <div className={styles.stepNumber}>1</div>
+          <div className={styles.stepContent}>
+            <h4>Accounting System</h4>
+            <select
+              className={styles.folderSelect}
+              value={selectedType}
+              onChange={e => handleTypeChange(e.target.value)}
+            >
+              <option value="">Select a system...</option>
+              {connectors.map(c => (
+                <option key={c.connectorType} value={c.connectorType}>
+                  {c.label?.de || c.label?.en || c.connectorType}
+                </option>
+              ))}
+            </select>
+          </div>
+        </div>
+
+        {/* Step 2: Credentials */}
+        {selectedConnector && (
+          <div className={styles.setupStep}>
+            <div className={styles.stepNumber}>2</div>
+            <div className={styles.stepContent}>
+              <h4>Credentials</h4>
+              <div style={{ display: 'flex', flexDirection: 'column', gap: '0.75rem' }}>
+                <div>
+                  <label style={{ display: 'block', marginBottom: '0.25rem', fontSize: '0.85rem' }}>
+                    Display Label
+                  </label>
+                  <input
+                    type="text"
+                    className={styles.folderSelect}
+                    value={displayLabel}
+                    onChange={e => setDisplayLabel(e.target.value)}
+                    placeholder="e.g. Run My Accounts - Muster AG"
+                  />
+                </div>
+                {selectedConnector.configFields.map(field => (
+                  <div key={field.key}>
+                    <label style={{ display: 'block', marginBottom: '0.25rem', fontSize: '0.85rem' }}>
+                      {field.label?.de || field.label?.en || field.key}
+                      {field.required && <span style={{ color: 'var(--error-color, #dc2626)' }}> *</span>}
+                    </label>
+                    <input
+                      type={field.secret ? 'password' : 'text'}
+                      className={styles.folderSelect}
+                      value={configValues[field.key] || ''}
+                      onChange={e => handleConfigChange(field.key, e.target.value)}
+                      placeholder={field.placeholder || ''}
+                      autoComplete={field.secret ? 'new-password' : 'off'}
+                    />
+                  </div>
+                ))}
+              </div>
+            </div>
+          </div>
+        )}
+
+        {/* Step 3: Save & Test */}
+        {selectedConnector && (
+          <div className={styles.setupStep}>
+            <div className={styles.stepNumber}>3</div>
+            <div className={styles.stepContent}>
+              <h4>Save & Test</h4>
+              {testResult && (
+                <div className={testResult.success ? styles.successMessage : styles.errorMessage} style={{ marginBottom: '0.75rem' }}>
+                  {testResult.success ? 'Connection successful!' : `Connection failed: ${testResult.message || 'Unknown error'}`}
+                </div>
+              )}
+              <div style={{ display: 'flex', gap: '0.5rem', flexWrap: 'wrap' }}>
+                <button
+                  className={styles.primaryButton}
+                  onClick={handleSave}
+                  disabled={saving}
+                >
+                  {saving ? 'Saving...' : 'Save Configuration'}
+                </button>
+                {existingConfig?.configured && (
+                  <button
+                    className={styles.secondaryButton}
+                    onClick={handleTestConnection}
+                    disabled={testing}
+                  >
+                    {testing ? 'Testing...' : 'Test Connection'}
+                  </button>
+                )}
+                {existingConfig?.configured && (
+                  <button
+                    className={styles.secondaryButton}
+                    onClick={handleRemove}
+                    disabled={saving}
+                    style={{ color: 'var(--error-color, #dc2626)' }}
+                  >
+                    Remove Integration
+                  </button>
+                )}
+              </div>
+            </div>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+};
+
+export default TrusteeAccountingSettingsView;

src/pages/views/trustee/TrusteeDashboardView.tsx

@@ -1,27 +1,54 @@
 /**
  * TrusteeDashboardView
  * 
- * Übersicht/Dashboard für eine Trustee-Instanz.
+ * Overview dashboard for a Trustee instance.
- * Zeigt Statistiken über Positionen, Dokumente und Verknüpfungen.
+ * Shows statistics about positions, documents, and accounting sync status.
  */
 
-import React from 'react';
+import React, { useState, useEffect } from 'react';
 import { useCurrentInstance } from '../../../hooks/useCurrentInstance';
-import { useTrusteePositions, useTrusteeDocuments, useTrusteePositionDocuments } from '../../../hooks/useTrustee';
+import { useTrusteePositions, useTrusteeDocuments } from '../../../hooks/useTrustee';
+import { useApiRequest } from '../../../hooks/useApi';
+import { fetchAccountingConfig, fetchSyncStatus, type AccountingConfig, type AccountingSyncStatus } from '../../../api/trusteeApi';
 import styles from './TrusteeViews.module.css';
 
 export const TrusteeDashboardView: React.FC = () => {
-  const { instance } = useCurrentInstance();
+  const { instance, instanceId } = useCurrentInstance();
   const { items: positions, loading: posLoading } = useTrusteePositions();
   const { items: documents, loading: docsLoading } = useTrusteeDocuments();
-  const { items: links, loading: linksLoading } = useTrusteePositionDocuments();
+  const { request } = useApiRequest();
   
-  const isLoading = posLoading || docsLoading || linksLoading;
+  const [accountingConfig, setAccountingConfig] = useState<AccountingConfig | null>(null);
+  const [syncItems, setSyncItems] = useState<AccountingSyncStatus[]>([]);
+  const [accountingLoading, setAccountingLoading] = useState(true);
+  
+  useEffect(() => {
+    if (!instanceId) return;
+    const loadAccountingData = async () => {
+      setAccountingLoading(true);
+      try {
+        const [config, syncData] = await Promise.all([
+          fetchAccountingConfig(request, instanceId),
+          fetchSyncStatus(request, instanceId),
+        ]);
+        setAccountingConfig(config);
+        setSyncItems(syncData?.items || []);
+      } catch {
+        // Accounting not configured is fine
+      } finally {
+        setAccountingLoading(false);
+      }
+    };
+    loadAccountingData();
+  }, [instanceId, request]);
+  
+  const isLoading = posLoading || docsLoading || accountingLoading;
+  const syncedCount = syncItems.filter(s => s.syncStatus === 'synced').length;
+  const syncErrorCount = syncItems.filter(s => s.syncStatus === 'error').length;
   
   return (
     <div className={styles.dashboardView}>
       <div className={styles.statsGrid}>
-        {/* Positionen Card */}
         <div className={styles.statCard}>
           <div className={styles.statIcon}>📊</div>
           <div className={styles.statContent}>
@@ -32,7 +59,6 @@ export const TrusteeDashboardView: React.FC = () => {
           </div>
         </div>
         
-        {/* Dokumente Card */}
         <div className={styles.statCard}>
           <div className={styles.statIcon}>📄</div>
           <div className={styles.statContent}>
@@ -43,24 +69,28 @@ export const TrusteeDashboardView: React.FC = () => {
           </div>
         </div>
         
-        {/* Verknüpfungen Card */}
         <div className={styles.statCard}>
-          <div className={styles.statIcon}>🔗</div>
+          <div className={styles.statIcon}>
+            {accountingConfig?.configured ? '✓' : '○'}
+          </div>
           <div className={styles.statContent}>
-            <div className={styles.statValue}>
+            <div className={styles.statValueSmall}>
-              {isLoading ? '...' : links.length}
+              {isLoading ? '...' : (
+                accountingConfig?.configured
+                  ? <>{syncedCount} synced{syncErrorCount > 0 && <span style={{ color: 'var(--error-color, #dc2626)' }}> / {syncErrorCount} errors</span>}</>
+                  : 'Not configured'
+              )}
             </div>
-            <div className={styles.statLabel}>Zuordnungen</div>
+            <div className={styles.statLabel}>Buchhaltung</div>
           </div>
         </div>
-        
+
-        {/* Rollen Card */}
         <div className={styles.statCard}>
           <div className={styles.statIcon}>👤</div>
           <div className={styles.statContent}>
             <div className={styles.statValueSmall}>
               {instance?.userRoles?.length ? (
-                instance.userRoles.map((role, idx) => (
+                instance.userRoles.map((role: string, idx: number) => (
                   <div key={idx}>{role}</div>
                 ))
               ) : '-'}
@@ -72,7 +102,6 @@ export const TrusteeDashboardView: React.FC = () => {
         </div>
       </div>
       
-      {/* Info-Bereich */}
       <div className={styles.infoSection}>
         <h3>Instanz-Details</h3>
         <div className={styles.infoGrid}>
@@ -84,6 +113,15 @@ export const TrusteeDashboardView: React.FC = () => {
             <span className={styles.infoLabel}>Mandant:</span>
             <span className={styles.infoValue}>{instance?.mandateName}</span>
           </div>
+          {accountingConfig?.configured && (
+            <div className={styles.infoItem}>
+              <span className={styles.infoLabel}>Buchhaltungssystem:</span>
+              <span className={styles.infoValue}>
+                {accountingConfig.displayLabel || accountingConfig.connectorType}
+                {accountingConfig.lastSyncStatus && ` (${accountingConfig.lastSyncStatus})`}
+              </span>
+            </div>
+          )}
         </div>
       </div>
     </div>

src/pages/views/trustee/TrusteeExpenseImportView.tsx

@@ -14,7 +14,7 @@ import api from '../../../api';
 import styles from './TrusteeViews.module.css';
 
 // Default extraction prompt (from automation template)
-const DEFAULT_EXTRACTION_PROMPT = `Du bist ein Spezialist für die Extraktion von Spesendaten aus PDF-Dokumenten.
+const DEFAULT_EXTRACTION_PROMPT = `Du bist ein Spezialist für die Extraktion von Spesendaten aus PDF-Dokumenten und deren buchhalterische Kontierung.
 
 AUFGABE:
 Extrahiere alle Speseneinträge aus dem bereitgestellten PDF-Dokument und gib sie im CSV-Format zurück.
@@ -26,9 +26,10 @@ WICHTIGE REGELN:
 4. Feld "company" enthält den Lieferanten/Verkäufer der Buchung
 5. Tags müssen aus dieser Liste gewählt werden: customer, meeting, license, subscription, fuel, food, material
    - Mehrere zutreffende Tags mit Komma trennen
+6. Buchhalterische Kontierung: Schlage Soll-/Haben-Kontonummern vor basierend auf Schweizer Kontenrahmen (KMU)
 
 CSV-SPALTEN (in dieser Reihenfolge):
-valuta,transactionDateTime,company,desc,tags,bookingCurrency,bookingAmount,originalCurrency,originalAmount,vatPercentage,vatAmount
+valuta,transactionDateTime,company,desc,tags,bookingCurrency,bookingAmount,originalCurrency,originalAmount,vatPercentage,vatAmount,debitAccountNumber,creditAccountNumber,taxCode,costCenter,bookingReference
 
 DATENFORMAT:
 - valuta: YYYY-MM-DD (Valutadatum)
@@ -42,6 +43,21 @@ DATENFORMAT:
 - originalAmount: Original-Betrag als Dezimalzahl
 - vatPercentage: MwSt-Prozentsatz (z.B. 8.1 für 8.1%)
 - vatAmount: MwSt-Betrag als Dezimalzahl
+- debitAccountNumber: Soll-Konto (Aufwandkonto, z.B. 4200=Materialaufwand, 4400=Büromaterial, 6000=Mietaufwand, 6500=Reisespesen)
+- creditAccountNumber: Haben-Konto (z.B. 1020=Durchlaufkonto, 1000=Kasse, 1100=Debitoren)
+- taxCode: Steuercode falls erkennbar (z.B. VM77=Vorsteuer 7.7%, VM81=Vorsteuer 8.1%)
+- costCenter: Kostenstelle falls erkennbar (leer lassen wenn unbekannt)
+- bookingReference: Belegnummer/Rechnungsnummer vom Dokument
+
+KONTIERUNGSREGELN (Schweizer Kontenrahmen KMU):
+- Spesenbelege: Soll=Aufwandkonto (4xxx-6xxx), Haben=1020 (Durchlaufkonto)
+- Materialkosten: Soll=4200, Haben=1020
+- Büromaterial: Soll=4400, Haben=1020
+- Reisespesen/Transport: Soll=6500, Haben=1020
+- Verpflegung: Soll=6510, Haben=1020
+- Lizenzen/Abos: Soll=6800, Haben=1020
+- Treibstoff: Soll=6200, Haben=1020
+- Wenn unsicher: debitAccountNumber und creditAccountNumber leer lassen
 
 HINWEISE:
 - Wenn nur ein MwSt-Satz vorhanden ist, einen Datensatz erstellen

src/pages/views/trustee/TrusteePositionsView.tsx

@@ -49,8 +49,8 @@ export const TrusteePositionsView: React.FC = () => {
     }
   }, [instanceId]);
 
-  // Hidden columns (not shown in table view, but available in form)
+  // Hidden columns (not shown in table view, but available in edit form)
-  const hiddenColumns = ['desc', 'featureInstanceId', 'mandateId'];
+  const hiddenColumns = ['desc', 'featureInstanceId', 'mandateId', 'taxCode', 'costCenter'];
 
   // Generate columns from attributes + add system columns
   const columns = useMemo(() => {

src/pages/views/trustee/index.ts

@@ -1,13 +1,10 @@
 /**
  * Trustee Views Export
- * 
- * Note: TrusteeOrganisationsView, TrusteeContractsView, TrusteeRolesView, TrusteeAccessView 
- * wurden entfernt - Feature-Instanz = Organisation
  */
 
 export { TrusteeDashboardView } from './TrusteeDashboardView';
 export { TrusteeDocumentsView } from './TrusteeDocumentsView';
 export { TrusteePositionsView } from './TrusteePositionsView';
-export { TrusteePositionDocumentsView } from './TrusteePositionDocumentsView';
 export { TrusteeInstanceRolesView } from './TrusteeInstanceRolesView';
 export { TrusteeExpenseImportView } from './TrusteeExpenseImportView';
+export { TrusteeAccountingSettingsView } from './TrusteeAccountingSettingsView';