trustee connections
This commit is contained in:
ValueOn AG
parent
d45dab587f
commit
cdea97e2cf
9 changed files with 444 additions and 124 deletions
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@ -80,8 +80,7 @@ export interface TrusteeDocument {
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export interface TrusteePosition {
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id: string;
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organisationId: string;
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contractId: string;
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documentId?: string;
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valuta?: string;
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transactionDateTime?: number;
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company: string;
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@ -93,6 +92,11 @@ export interface TrusteePosition {
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originalAmount: number;
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vatPercentage: number;
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vatAmount: number;
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debitAccountNumber?: string;
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creditAccountNumber?: string;
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taxCode?: string;
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costCenter?: string;
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bookingReference?: string;
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mandateId?: string;
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_createdAt?: number;
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_modifiedAt?: number;
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@ -101,18 +105,39 @@ export interface TrusteePosition {
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[key: string]: any;
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}
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export interface TrusteePositionDocument {
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export interface AccountingConnectorInfo {
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connectorType: string;
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label: Record<string, string>;
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configFields: Array<{
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key: string;
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label: Record<string, string>;
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fieldType: string;
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secret: boolean;
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required: boolean;
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placeholder?: string;
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}>;
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}
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export interface AccountingConfig {
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configured: boolean;
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id?: string;
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connectorType?: string;
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displayLabel?: string;
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isActive?: boolean;
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lastSyncAt?: number;
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lastSyncStatus?: string;
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/** Masked config for form prefill: secret fields are "***", others have saved values. */
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configMasked?: Record<string, string>;
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}
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export interface AccountingSyncStatus {
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id: string;
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organisationId: string;
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contractId: string;
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documentId: string;
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positionId: string;
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mandateId?: string;
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_createdAt?: number;
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_modifiedAt?: number;
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_createdBy?: string;
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_modifiedBy?: string;
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[key: string]: any;
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connectorType: string;
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externalId?: string;
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syncStatus: string;
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syncedAt?: number;
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errorMessage?: string;
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}
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export interface PaginationParams {
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@ -660,91 +685,89 @@ export async function deletePosition(
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}
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// ============================================================================
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// POSITION-DOCUMENT API
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// ACCOUNTING API
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// ============================================================================
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export async function fetchPositionDocuments(
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export async function fetchAccountingConnectors(
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request: ApiRequestFunction,
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instanceId: string,
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params?: PaginationParams
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): Promise<PaginatedResponse<TrusteePositionDocument> | TrusteePositionDocument[]> {
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instanceId: string
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): Promise<AccountingConnectorInfo[]> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents`,
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method: 'get',
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params: _buildPaginationParams(params)
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});
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}
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export async function fetchPositionDocumentById(
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request: ApiRequestFunction,
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instanceId: string,
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linkId: string
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): Promise<TrusteePositionDocument | null> {
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try {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/${linkId}`,
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method: 'get'
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});
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} catch (error: any) {
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console.error('Error fetching position-document link by ID:', error);
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return null;
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}
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}
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export async function fetchDocumentsForPosition(
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request: ApiRequestFunction,
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instanceId: string,
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positionId: string
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): Promise<TrusteePositionDocument[]> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/position/${positionId}`,
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/connectors`,
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method: 'get'
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});
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}
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export async function fetchPositionsForDocument(
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export async function fetchAccountingConfig(
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request: ApiRequestFunction,
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instanceId: string,
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documentId: string
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): Promise<TrusteePositionDocument[]> {
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instanceId: string
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): Promise<AccountingConfig> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/document/${documentId}`,
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/config`,
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method: 'get'
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});
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}
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export async function createPositionDocument(
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export async function saveAccountingConfig(
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request: ApiRequestFunction,
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instanceId: string,
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data: Partial<TrusteePositionDocument>
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): Promise<TrusteePositionDocument> {
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data: { connectorType: string; displayLabel: string; config: Record<string, string> }
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): Promise<any> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents`,
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/config`,
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method: 'post',
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data
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});
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}
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export async function updatePositionDocument(
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export async function deleteAccountingConfig(
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request: ApiRequestFunction,
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instanceId: string,
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linkId: string,
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data: Partial<TrusteePositionDocument>
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): Promise<TrusteePositionDocument> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/${linkId}`,
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method: 'put',
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data
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});
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}
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export async function deletePositionDocument(
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request: ApiRequestFunction,
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instanceId: string,
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linkId: string
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instanceId: string
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): Promise<void> {
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await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/position-documents/${linkId}`,
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/config`,
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method: 'delete'
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});
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}
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export async function testAccountingConnection(
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request: ApiRequestFunction,
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instanceId: string
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): Promise<{ success: boolean; errorMessage?: string }> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/test-connection`,
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method: 'post'
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});
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}
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export async function fetchChartOfAccounts(
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request: ApiRequestFunction,
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instanceId: string
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): Promise<Array<{ accountNumber: string; label: string; accountType?: string }>> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/chart-of-accounts`,
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method: 'get'
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});
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}
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export async function syncPositionsToAccounting(
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request: ApiRequestFunction,
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instanceId: string,
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positionIds: string[]
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): Promise<{ total: number; success: number; errors: number; results: any[] }> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/sync`,
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method: 'post',
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data: { positionIds }
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});
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}
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export async function fetchSyncStatus(
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request: ApiRequestFunction,
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instanceId: string
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): Promise<{ items: AccountingSyncStatus[] }> {
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return await request({
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url: `${_getTrusteeBaseUrl(instanceId)}/accounting/sync-status`,
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method: 'get'
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});
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}
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@ -75,9 +75,9 @@ export const PAGE_ICONS: Record<string, React.ReactNode> = {
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'page.feature.trustee.dashboard': <FaChartLine />,
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'page.feature.trustee.positions': <FaDatabase />,
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'page.feature.trustee.documents': <FaFileAlt />,
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'page.feature.trustee.position-documents': <FaLink />,
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'page.feature.trustee.expense-import': <FaFileAlt />,
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'page.feature.trustee.instance-roles': <FaUserShield />,
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'page.feature.trustee.settings': <FaCog />,
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// Feature pages - Real Estate
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'page.feature.realestate.projects': <FaProjectDiagram />,
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@ -18,7 +18,6 @@ import {
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type TrusteeContract,
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type TrusteeDocument,
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type TrusteePosition,
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type TrusteePositionDocument,
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type PaginationParams,
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// Organisation API
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fetchOrganisations as fetchOrganisationsApi,
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@ -56,14 +55,8 @@ import {
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createPosition as createPositionApi,
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updatePosition as updatePositionApi,
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deletePosition as deletePositionApi,
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// Position-Document API
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fetchPositionDocuments as fetchPositionDocumentsApi,
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createPositionDocument as createPositionDocumentApi,
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updatePositionDocument as updatePositionDocumentApi,
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deletePositionDocument as deletePositionDocumentApi,
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} from '../api/trusteeApi';
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// Re-export types
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export type {
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TrusteeOrganisation,
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TrusteeRole,
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@ -71,7 +64,6 @@ export type {
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TrusteeContract,
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TrusteeDocument,
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TrusteePosition,
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TrusteePositionDocument,
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PaginationParams
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};
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@ -586,18 +578,3 @@ const positionConfig: TrusteeEntityConfig<TrusteePosition> = {
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export const useTrusteePositions = _createTrusteeEntityHook(positionConfig);
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export const useTrusteePositionOperations = _createTrusteeOperationsHook(positionConfig);
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// ============================================================================
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// POSITION-DOCUMENT HOOKS
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// ============================================================================
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const positionDocumentConfig: TrusteeEntityConfig<TrusteePositionDocument> = {
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entityName: 'TrusteePositionDocument',
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fetchAll: fetchPositionDocumentsApi,
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fetchById: async () => null,
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create: createPositionDocumentApi,
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update: updatePositionDocumentApi,
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deleteItem: deletePositionDocumentApi
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};
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export const useTrusteePositionDocuments = _createTrusteeEntityHook(positionDocumentConfig);
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export const useTrusteePositionDocumentOperations = _createTrusteeOperationsHook(positionDocumentConfig);
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@ -14,10 +14,10 @@ import { getLabel, FEATURE_REGISTRY } from '../types/mandate';
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// Note: TrusteeOrganisationsView and TrusteeContractsView removed - Feature-Instanz = Organisation
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import { TrusteeDocumentsView } from './views/trustee/TrusteeDocumentsView';
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import { TrusteePositionsView } from './views/trustee/TrusteePositionsView';
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import { TrusteePositionDocumentsView } from './views/trustee/TrusteePositionDocumentsView';
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import { TrusteeDashboardView } from './views/trustee/TrusteeDashboardView';
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import { TrusteeInstanceRolesView } from './views/trustee/TrusteeInstanceRolesView';
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import { TrusteeExpenseImportView } from './views/trustee/TrusteeExpenseImportView';
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import { TrusteeAccountingSettingsView } from './views/trustee/TrusteeAccountingSettingsView';
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// Chatbot Views
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import { ChatbotConversationsView } from './views/chatbot/ChatbotConversationsView';
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@ -95,9 +95,9 @@ const VIEW_COMPONENTS: Record<string, Record<string, ViewComponent>> = {
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dashboard: TrusteeDashboardView,
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documents: TrusteeDocumentsView,
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positions: TrusteePositionsView,
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'position-documents': TrusteePositionDocumentsView,
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'instance-roles': TrusteeInstanceRolesView,
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'expense-import': TrusteeExpenseImportView,
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settings: TrusteeAccountingSettingsView,
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},
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chatworkflow: {
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dashboard: ChatworkflowDashboard,
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269
src/pages/views/trustee/TrusteeAccountingSettingsView.tsx
Normal file
269
src/pages/views/trustee/TrusteeAccountingSettingsView.tsx
Normal file
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@ -0,0 +1,269 @@
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/**
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* TrusteeAccountingSettingsView
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*
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* Settings page for configuring the accounting system integration.
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* Allows selecting a connector (RMA, Bexio, Abacus), entering credentials,
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* testing the connection, and removing the integration.
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*/
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import React, { useState, useEffect, useCallback } from 'react';
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import { useCurrentInstance } from '../../../hooks/useCurrentInstance';
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import { useApiRequest } from '../../../hooks/useApi';
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import { useToast } from '../../../contexts/ToastContext';
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import {
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fetchAccountingConnectors,
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fetchAccountingConfig,
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saveAccountingConfig,
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deleteAccountingConfig,
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testAccountingConnection,
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type AccountingConnectorInfo,
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type AccountingConfig,
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} from '../../../api/trusteeApi';
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import styles from './TrusteeViews.module.css';
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export const TrusteeAccountingSettingsView: React.FC = () => {
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const { instanceId } = useCurrentInstance();
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const { request } = useApiRequest();
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const { showSuccess, showError } = useToast();
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const [connectors, setConnectors] = useState<AccountingConnectorInfo[]>([]);
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const [existingConfig, setExistingConfig] = useState<AccountingConfig | null>(null);
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const [selectedType, setSelectedType] = useState<string>('');
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const [displayLabel, setDisplayLabel] = useState('');
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const [configValues, setConfigValues] = useState<Record<string, string>>({});
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const [loading, setLoading] = useState(true);
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const [saving, setSaving] = useState(false);
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const [testing, setTesting] = useState(false);
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const [testResult, setTestResult] = useState<{ success: boolean; message?: string } | null>(null);
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const loadData = useCallback(async () => {
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if (!instanceId) return;
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setLoading(true);
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try {
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const [availableConnectors, config] = await Promise.all([
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fetchAccountingConnectors(request, instanceId),
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fetchAccountingConfig(request, instanceId),
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]);
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setConnectors(availableConnectors || []);
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setExistingConfig(config);
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if (config?.configured && config.connectorType) {
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setSelectedType(config.connectorType);
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setDisplayLabel(config.displayLabel || '');
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if (config.configMasked && typeof config.configMasked === 'object') {
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setConfigValues(config.configMasked as Record<string, string>);
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}
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}
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} catch (err: any) {
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console.error('Failed to load accounting settings:', err);
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} finally {
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setLoading(false);
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}
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}, [instanceId, request]);
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useEffect(() => {
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loadData();
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}, [loadData]);
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const _getSelectedConnector = (): AccountingConnectorInfo | undefined => {
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return connectors.find(c => c.connectorType === selectedType);
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};
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const handleTypeChange = (newType: string) => {
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setSelectedType(newType);
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setConfigValues({});
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setTestResult(null);
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};
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const handleConfigChange = (key: string, value: string) => {
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setConfigValues(prev => ({ ...prev, [key]: value }));
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};
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const handleSave = async () => {
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if (!instanceId || !selectedType) return;
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setSaving(true);
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try {
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await saveAccountingConfig(request, instanceId, {
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connectorType: selectedType,
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displayLabel,
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config: configValues,
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});
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showSuccess('Saved', 'Accounting configuration saved successfully.');
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await loadData();
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} catch (err: any) {
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showError('Error', err.response?.data?.detail || err.message || 'Failed to save configuration.');
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} finally {
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setSaving(false);
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}
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};
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const handleTestConnection = async () => {
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if (!instanceId) return;
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setTesting(true);
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setTestResult(null);
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try {
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const result = await testAccountingConnection(request, instanceId);
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setTestResult({ success: result.success, message: result.errorMessage });
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if (result.success) {
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showSuccess('Connection OK', 'Successfully connected to the accounting system.');
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} else {
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showError('Connection Failed', result.errorMessage || 'Could not connect.');
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}
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} catch (err: any) {
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const msg = err.response?.data?.detail || err.message || 'Connection test failed.';
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setTestResult({ success: false, message: msg });
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showError('Error', msg);
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} finally {
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setTesting(false);
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}
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};
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const handleRemove = async () => {
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if (!instanceId) return;
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if (!window.confirm('Remove the accounting integration? This does not delete synced data.')) return;
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setSaving(true);
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try {
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await deleteAccountingConfig(request, instanceId);
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showSuccess('Removed', 'Accounting integration removed.');
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setSelectedType('');
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setDisplayLabel('');
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setConfigValues({});
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setTestResult(null);
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await loadData();
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} catch (err: any) {
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showError('Error', err.message || 'Failed to remove configuration.');
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} finally {
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setSaving(false);
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}
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};
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const selectedConnector = _getSelectedConnector();
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if (loading) {
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return <div className={styles.loading}>Loading accounting settings...</div>;
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}
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return (
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<div className={styles.listView}>
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<div className={styles.expenseImportSection}>
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<h3 className={styles.sectionTitle}>Accounting System Integration</h3>
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<p className={styles.sectionDescription}>
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Connect an accounting system to automatically sync bookings from this Trustee instance.
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</p>
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{existingConfig?.configured && (
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<div className={styles.successMessage} style={{ marginBottom: '1rem' }}>
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<strong>Connected:</strong> {existingConfig.displayLabel || existingConfig.connectorType}
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{existingConfig.lastSyncStatus && (
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<> — Last sync: {existingConfig.lastSyncStatus}</>
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)}
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</div>
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)}
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{/* Step 1: Select system */}
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<div className={styles.setupStep}>
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<div className={styles.stepNumber}>1</div>
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<div className={styles.stepContent}>
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<h4>Accounting System</h4>
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<select
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className={styles.folderSelect}
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value={selectedType}
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onChange={e => handleTypeChange(e.target.value)}
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>
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<option value="">Select a system...</option>
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{connectors.map(c => (
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<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;
|
||||
|
|
@ -1,27 +1,54 @@
|
|||
/**
|
||||
* TrusteeDashboardView
|
||||
*
|
||||
* Übersicht/Dashboard für eine Trustee-Instanz.
|
||||
* Zeigt Statistiken über Positionen, Dokumente und Verknüpfungen.
|
||||
* Overview dashboard for a Trustee instance.
|
||||
* 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}>
|
||||
{isLoading ? '...' : links.length}
|
||||
<div className={styles.statValueSmall}>
|
||||
{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>
|
||||
|
|
|
|||
|
|
@ -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
|
||||
|
|
|
|||
|
|
@ -49,8 +49,8 @@ export const TrusteePositionsView: React.FC = () => {
|
|||
}
|
||||
}, [instanceId]);
|
||||
|
||||
// Hidden columns (not shown in table view, but available in form)
|
||||
const hiddenColumns = ['desc', 'featureInstanceId', 'mandateId'];
|
||||
// Hidden columns (not shown in table view, but available in edit form)
|
||||
const hiddenColumns = ['desc', 'featureInstanceId', 'mandateId', 'taxCode', 'costCenter'];
|
||||
|
||||
// Generate columns from attributes + add system columns
|
||||
const columns = useMemo(() => {
|
||||
|
|
|
|||
|
|
@ -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';
|
||||
|
|
|
|||
Loading…
Reference in a new issue